SELECT SECTOR SPDR TR shareholder history

Current and past SELECT SECTOR SPDR TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.07%0.46%Q1 2012Q3 2023136
CITIGROUP INC 42420.00%0.15%0.88%Q2 2013Q3 2023124
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.03%0.12%Q2 2013Q3 2023123
Parallax Volatility Advisers, L.P. 42420.00%0.04%0.32%Q2 2013Q3 2023118
BARCLAYS PLC 42420.00%0.11%0.73%Q2 2013Q3 2023112
BANK OF AMERICA CORP /DE/ 42420.00%0.06%0.22%Q2 2013Q3 2023110
ROYAL BANK OF CANADA 42420.00%0.03%0.12%Q2 2013Q3 2023105
UBS Group AG 36360.00%0.06%0.31%Q4 2014Q3 2023105
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.19%1.03%Q2 2013Q3 202394
Citadel Advisors 2920.00%0.03%0.13%Q1 2014Q3 202394
CREDIT SUISSE AG/ 43430.00%0.07%0.40%Q1 2013Q3 202391
Walleye Trading LLC 29120.00%0.02%0.12%Q2 2013Q3 202390
JANE STREET GROUP, LLC 3530.00%0.07%0.36%Q1 2014Q3 202387
HSBC HOLDINGS PLC 47470.00%0.02%0.21%Q1 2012Q3 202381
CAPITAL FUND MANAGEMENT S.A. 2950.00%0.13%0.41%Q3 2014Q3 202381
Cutler Group LLC / CA 32320.00%0.08%1.38%Q4 2015Q3 202379
Jefferies Group LLC 2620.00%0.08%0.62%Q2 2013Q2 202278
MILLENNIUM MANAGEMENT LLC 2110.00%0.04%0.19%Q2 2013Q3 202376
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.11%Q2 2013Q3 202373
WOLVERINE TRADING, LLC 1410.00%0.05%0.14%Q2 2016Q3 202371
Paloma Partners Management Co 3110.01%0.31%1.86%Q2 2013Q3 202370
TWO SIGMA SECURITIES, LLC 1610.00%0.26%4.12%Q1 2015Q3 202370
Twin Tree Management, LP 2910.00%0.18%0.86%Q4 2012Q3 202367
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.12%Q2 2013Q3 202366
TWO SIGMA INVESTMENTS, LP 1920.00%0.12%0.59%Q4 2013Q3 202363
HUNTINGTON NATIONAL BANK 59590.00%0.02%0.05%Q1 2009Q3 202359
BALYASNY ASSET MANAGEMENT L.P. 1510.00%0.19%1.02%Q3 2014Q3 202355
HighTower Advisors, LLC 30110.00%0.04%0.16%Q2 2013Q3 202355
Kovack Advisors, Inc. 3530.00%0.23%1.93%Q1 2013Q3 202354
NOMURA HOLDINGS INC 1510.00%0.10%1.12%Q4 2012Q3 202352
Creative Planning 42420.00%0.01%0.01%Q2 2013Q3 202352
HAP Trading, LLC 1010.00%0.02%0.19%Q2 2013Q3 202350
SECURIAN ASSET MANAGEMENT, INC 50500.03%0.04%0.37%Q2 2011Q3 202350
MUFG Americas Holdings Corp 48480.00%0.02%0.03%Q4 2010Q3 202248
Tortoise Investment Management, LLC 44440.00%0.09%0.83%Q4 2012Q3 202347
BlackRock Inc. 3520.00%0.01%0.09%Q2 2014Q3 202347
MARSHALL WACE, LLP 1810.00%0.07%0.53%Q2 2013Q3 202346
Squarepoint Ops LLC 1010.00%0.08%0.63%Q1 2016Q3 202346
M&T BANK CORP 26150.00%0.01%0.03%Q2 2013Q3 202345
TORONTO DOMINION BANK 43430.00%0.05%0.48%Q1 2013Q3 202345
Veritable, L.P. 43430.00%0.61%1.23%Q4 2012Q2 202345
CIBC WORLD MARKET INC. 35350.00%0.05%0.45%Q1 2015Q3 202344
First Financial Bank - Trust Division 44440.21%0.98%1.84%Q1 2013Q4 202344
Financial Architects, Inc 3640.00%0.48%1.15%Q2 2013Q2 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.01%0.03%Q4 2012Q3 202344
CHEMUNG CANAL TRUST CO 43430.30%0.82%2.05%Q2 2013Q4 202343
Cetera Advisor Networks LLC 43430.02%0.10%0.32%Q1 2013Q3 202343
MACROVIEW INVESTMENT MANAGEMENT LLC 42420.00%0.64%5.63%Q2 2013Q3 202343
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.05%0.21%Q2 2013Q3 202343
COMMERCE BANK 43430.01%0.01%0.03%Q1 2013Q3 202343
Boltwood Capital Management 43430.17%0.41%0.61%Q2 2013Q4 202343
Regis Management CO LLC 43430.17%0.30%0.52%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.17%0.28%0.36%Q1 2013Q3 202343
PETTYJOHN, WOOD & WHITE, INC 42420.16%0.30%0.71%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42421.28%1.67%2.54%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.06%0.09%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.03%0.16%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.10%0.60%1.23%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.22%0.38%0.65%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.02%0.08%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.01%0.08%0.16%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.04%0.12%0.47%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.17%0.38%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.04%0.11%Q2 2013Q3 202342
LPL Financial LLC 42420.09%0.22%0.76%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.01%0.03%0.11%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.16%0.63%Q2 2013Q3 202342
Bangor Savings Bank 42420.05%0.31%0.83%Q2 2013Q3 202342
NBT BANK N A /NY 42420.23%0.52%0.69%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.07%0.10%0.17%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.03%0.07%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.00%0.00%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.19%0.57%1.57%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.07%0.16%0.30%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.03%0.05%0.07%Q2 2013Q3 202342
Windsor Capital Management, LLC 42420.17%0.34%0.65%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.02%0.34%Q2 2013Q3 202342
Sandy Spring Bank 42420.20%0.32%0.58%Q2 2013Q3 202342
US BANCORP \DE\ 42420.05%0.10%0.18%Q2 2013Q3 202342
Sabal Trust CO 42420.09%0.16%0.24%Q2 2013Q3 202342
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 42420.00%0.07%0.53%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.09%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.04%0.09%0.54%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.02%0.05%0.12%Q2 2013Q3 202342
MCF Advisors LLC 2270.00%0.02%0.08%Q4 2012Q3 202342
PATTEN & PATTEN INC/TN 42420.13%0.24%0.67%Q2 2013Q3 202342
First National Bank of Hutchinson 42420.17%0.32%0.49%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.05%0.16%0.95%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.01%0.01%0.05%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.02%0.07%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.01%0.01%Q2 2013Q3 202342
Edgewood Management 42420.01%0.03%0.08%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.05%0.20%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.03%0.10%0.20%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.23%0.40%0.66%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.01%0.02%0.06%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.01%0.04%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.04%0.12%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.15%0.39%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.01%Q2 2013Q3 202342
NOESIS CAPITAL MANGEMENT CORP 42420.21%0.72%1.18%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.01%0.01%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.14%0.76%1.26%Q2 2013Q3 202342
OPTIMUM INVESTMENT ADVISORS 3470.00%0.10%0.19%Q3 2013Q4 202342
Triangle Securities Wealth Management 42420.26%0.59%1.28%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.14%0.27%0.49%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.06%0.35%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.12%0.37%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.08%Q2 2013Q3 202342
Callan Capital, LLC 42420.15%0.42%0.76%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.03%0.07%0.14%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.05%0.12%0.29%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.04%0.20%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.00%0.15%0.24%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.19%0.34%0.87%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.18%0.66%1.31%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.05%0.18%0.52%Q2 2013Q3 202342
Capital Investment Advisors, LLC 41410.18%0.66%1.50%Q4 2013Q4 202341
Chevy Chase Trust Holdings, LLC 41410.01%0.01%0.02%Q3 2013Q3 202341
HM PAYSON & CO 23180.01%0.02%0.06%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.03%0.06%Q3 2013Q3 202341
Gradient Investments LLC 24170.00%0.01%0.14%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.07%0.20%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.02%0.06%0.14%Q2 2013Q3 202341
CULLEN/FROST BANKERS, INC. 22190.00%0.05%0.24%Q2 2013Q3 202341
SG Americas Securities, LLC 3380.00%0.19%0.59%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.00%0.21%0.80%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.03%0.07%0.17%Q3 2013Q3 202341
BOKF, NA 3290.00%0.02%0.05%Q2 2013Q3 202341
Apriem Advisors 30110.00%0.42%0.86%Q2 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 41410.03%0.10%0.46%Q3 2013Q3 202341
FIRST NATIONAL TRUST CO 41410.01%0.09%0.19%Q2 2013Q2 202341
PRIVATE TRUST CO NA 1970.04%0.10%0.23%Q1 2013Q3 202341
ASSETMARK, INC 41410.00%0.11%0.86%Q3 2013Q3 202341
BROWN ADVISORY INC 3740.00%0.00%0.01%Q2 2013Q3 202341
Kingsview Wealth Management, LLC 2060.00%0.26%1.29%Q1 2017Q3 202340
United Asset Strategies, Inc. 2420.07%0.85%2.77%Q2 2013Q3 202340
Perkins Coie Trust Co 40401.05%1.42%2.16%Q4 2013Q3 202340
FUKOKU MUTUAL LIFE INSURANCE Co 40401.33%2.27%3.57%Q2 2013Q1 202340
Private Advisor Group, LLC 40400.02%0.08%0.20%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.16%0.29%0.51%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.16%0.58%Q4 2013Q4 202340
Kessler Investment Group, LLC 40400.00%0.33%0.73%Q4 2013Q3 202340
CITY HOLDING CO 40400.21%0.36%0.49%Q4 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.01%0.42%4.39%Q4 2013Q3 202340
FORVIS Wealth Advisors, LLC 40400.03%0.07%0.12%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.05%0.14%0.28%Q4 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.34%0.53%0.71%Q4 2013Q3 202340
Spot Trading L.L.C 16160.00%0.03%0.19%Q2 2013Q1 201740
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.10%0.25%0.42%Q4 2013Q3 202340
Swan Global Investments, LLC 40400.50%5.27%9.20%Q4 2013Q3 202340
D L CARLSON INVESTMENT GROUP INC 40400.10%0.37%0.76%Q4 2013Q3 202340
Coastline Trust Co 40400.03%0.09%0.20%Q2 2013Q1 202340
Mariner, LLC 40400.02%0.06%0.13%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.18%0.80%Q3 2013Q3 202340
St. Johns Investment Management Company, LLC 39390.02%0.12%0.19%Q1 2014Q3 202339
WASHINGTON TRUST BANK 39390.02%0.06%0.20%Q1 2014Q3 202339
1ST SOURCE BANK 39390.06%0.09%0.18%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.03%0.08%Q1 2014Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.02%0.03%0.05%Q1 2014Q3 202339
TOCQUEVILLE ASSET MANAGEMENT L.P. 3610.01%0.06%0.20%Q2 2013Q3 202339
Hilltop Holdings Inc. 2020.04%0.60%1.56%Q2 2013Q3 202339
SSI INVESTMENT MANAGEMENT LLC 39390.08%0.13%0.17%Q1 2014Q3 202339
DUNCKER STREETT & CO INC 25140.01%0.03%0.06%Q2 2013Q1 202339
ALPS ADVISORS INC 2850.10%0.15%0.24%Q3 2013Q3 202339
ARS Investment Partners, LLC 26130.03%0.16%0.43%Q4 2013Q3 202339
ADIRONDACK TRUST CO 23160.00%0.07%0.14%Q2 2013Q3 202339
Oakworth Capital, Inc. 39390.00%0.68%2.38%Q1 2014Q3 202339
WHITTIER TRUST CO 3630.00%0.00%0.01%Q2 2013Q3 202339
Tower Research Capital LLC (TRC) 2130.00%0.48%2.71%Q2 2013Q3 202339
Estate Counselors, LLC 1520.00%2.02%6.35%Q2 2013Q3 202338
BTR CAPITAL MANAGEMENT INC 38380.10%0.19%0.34%Q2 2013Q3 202238
Advisory Services Network, LLC 2730.01%0.18%0.70%Q2 2013Q3 202338
C M BIDWELL & ASSOCIATES LTD 1410.01%0.16%1.09%Q2 2013Q3 202338
Atria Investments, Inc 1510.02%0.10%0.20%Q2 2013Q3 202338
CWM, LLC 2460.01%0.28%3.27%Q3 2013Q3 202338
DOWLING & YAHNKE LLC 38380.21%0.37%0.60%Q2 2013Q3 202238
HOLLENCREST CAPITAL MANAGEMENT 38380.10%0.15%0.19%Q2 2014Q3 202338
THRIVENT FINANCIAL FOR LUTHERANS 2050.00%0.03%0.09%Q2 2013Q3 202338
WealthTrust Axiom LLC 38380.08%0.13%0.18%Q2 2014Q3 202338
Renaissance Technologies 2520.00%0.01%0.09%Q4 2013Q3 202338
Carnegie Capital Asset Management, LLC 3350.04%0.15%0.44%Q4 2013Q3 202338
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3080.18%3.56%8.41%Q2 2013Q4 202238
Capital Analysts, LLC 37370.00%0.03%0.34%Q3 2014Q3 202337
Bartlett & Co. LLC 2110.00%0.00%0.02%Q2 2013Q4 202337
MURPHY CAPITAL MANAGEMENT INC 37370.28%0.52%0.77%Q2 2013Q2 202237
COMPTON CAPITAL MANAGEMENT INC /RI 37370.09%0.17%0.32%Q2 2013Q2 202237
BESSEMER GROUP INC 2010.00%0.03%0.66%Q2 2013Q3 202337
SIGNATUREFD, LLC 2210.00%0.01%0.06%Q2 2013Q3 202337
SPINNAKER TRUST 13110.02%0.16%0.75%Q1 2014Q3 202337
Bollard Group LLC 37370.00%0.01%0.01%Q3 2014Q3 202337
CIBC Private Wealth Group, LLC 3220.00%0.03%0.56%Q1 2014Q3 202337
Ameritas Investment Partners, Inc. 36360.00%0.00%0.01%Q4 2014Q3 202336
Endurance Wealth Management, Inc. 3510.03%0.06%0.13%Q2 2014Q2 202336
Nuveen Asset Management, LLC 1810.00%0.01%0.05%Q3 2013Q1 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.54%0.75%1.00%Q4 2014Q3 202336
PINNACLE ASSOCIATES LTD 2810.00%0.01%0.01%Q2 2013Q3 202336
Stratos Wealth Partners, LTD. 36360.02%0.05%0.14%Q4 2014Q3 202336
TRUST CO OF VERMONT 3020.00%0.01%0.02%Q2 2013Q3 202336
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2610.01%0.03%0.07%Q4 2013Q3 202336
TCI Wealth Advisors, Inc. 2410.00%0.04%0.09%Q4 2012Q4 202236
Chesley Taft & Associates LLC 3150.02%0.02%0.02%Q1 2014Q3 202336
Sigma Planning Corp 36360.12%0.21%0.46%Q4 2014Q3 202336
Community Bank, N.A. 36360.01%0.05%0.56%Q4 2014Q3 202336
INVESTMENT PARTNERS, LTD. 36360.49%1.74%3.36%Q4 2014Q3 202336
EATON VANCE MANAGEMENT 35350.00%0.00%0.01%Q1 2014Q3 202235
Patten Group, Inc. 3410.02%0.08%0.14%Q4 2014Q3 202335
LEE DANNER & BASS INC 21140.08%0.18%0.30%Q2 2013Q3 202335
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3320.03%0.04%0.05%Q4 2014Q3 202335
MERITAGE PORTFOLIO MANAGEMENT 1490.10%0.93%1.59%Q2 2013Q3 202335
Allworth Financial LP 35350.00%0.02%0.10%Q1 2015Q3 202335
Johnson Financial Group, Inc. 3320.00%0.02%0.15%Q4 2013Q2 202335
Livingston Group Asset Management CO (operating as Southport Capital Management) 35350.09%0.57%1.48%Q2 2013Q4 202135
People's United Financial, Inc. 18170.00%0.03%0.41%Q2 2013Q1 202235
MV CAPITAL MANAGEMENT, INC. 22130.00%0.52%2.71%Q4 2014Q3 202335
Meristem Family Wealth, LLC 20150.09%0.18%0.24%Q2 2013Q1 202235
Barrett Asset Management, LLC 35350.00%0.00%0.02%Q2 2013Q4 202135
Bray Capital Advisors 3050.32%0.83%1.10%Q4 2014Q3 202335
DEUTSCHE BANK AG\ 2360.00%0.03%0.26%Q3 2013Q3 202335
North Star Investment Management Corp. 1710.00%0.01%0.03%Q2 2014Q3 202334
Haverford Trust Co 3210.00%0.01%0.02%Q2 2013Q3 202334
BINGHAM OSBORN & SCARBOROUGH LLC 34340.07%0.09%0.14%Q2 2013Q3 202134
Fiduciary Group LLC 34340.27%0.48%0.95%Q2 2015Q3 202334
MOTCO 3040.00%0.00%0.01%Q2 2014Q3 202334
Plante Moran Financial Advisors, LLC 3010.00%0.03%0.10%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.01%0.07%0.25%Q2 2015Q3 202334
TWO SIGMA ADVISERS, LP 2010.00%0.30%0.83%Q2 2013Q3 202334
WBH ADVISORY INC 3130.07%0.44%2.32%Q1 2015Q3 202334
Brookstone Capital Management 22120.01%0.40%3.28%Q4 2013Q3 202334
CLEAR STREET MARKETS LLC 910.00%0.05%0.17%Q1 2014Q2 202334
Montecito Bank & Trust 2210.01%0.45%0.78%Q2 2013Q4 202334
PEAK6 Investments LLC 1420.00%0.02%0.06%Q3 2018Q3 202333
FIL Ltd 3120.00%0.00%0.01%Q2 2015Q3 202333
Krilogy Financial LLC 33330.07%0.13%0.32%Q3 2015Q3 202333
Telos Capital Management, Inc. 20130.11%0.19%0.39%Q2 2013Q3 202333
AGF INVESTMENTS INC. 3010.00%0.17%0.92%Q3 2013Q3 202233
PINNACLE FINANCIAL PARTNERS INC 2630.00%0.09%0.41%Q2 2014Q3 202333
AE Wealth Management LLC 2230.00%0.05%0.20%Q2 2017Q3 202333
ALTFEST L J & CO INC 2920.03%0.17%0.68%Q4 2014Q3 202333
Relative Value Partners Group, LLC 2850.04%0.05%0.07%Q2 2015Q3 202333
Cetera Investment Advisers 32320.11%0.26%0.55%Q4 2015Q3 202332
S. R. Schill & Associates 3110.13%0.66%8.88%Q4 2014Q3 202332
Segment Wealth Management, LLC 2840.03%0.44%2.19%Q2 2013Q2 202132
FIRST INTERSTATE BANK 22100.01%0.16%0.48%Q3 2015Q3 202332
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1130.00%0.07%0.17%Q3 2014Q3 202332
LINCOLN NATIONAL CORP 32320.01%0.02%0.04%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.30%0.93%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.01%0.01%0.02%Q1 2016Q4 202332
High Falls Advisors, Inc 32320.09%0.27%1.28%Q4 2015Q3 202332
Rehmann Capital Advisory Group 1420.04%0.10%0.26%Q3 2011Q3 202332
Mount Lucas Management LP 970.17%1.65%4.49%Q2 2013Q4 202232
Moreno Evelyn V 2250.11%0.36%1.21%Q4 2013Q3 202332
ACG Wealth 2010.03%0.08%0.16%Q4 2013Q2 202232
Jackson, Grant Investment Advisers, Inc. 32320.28%0.41%0.66%Q4 2015Q3 202332
Global Endowment Management, LP 2480.06%0.40%0.92%Q2 2013Q2 202232
Harel Insurance Investments & Financial Services Ltd. 32320.01%0.11%1.01%Q4 2015Q3 202332
COUNTRY TRUST BANK 32320.00%0.42%1.05%Q1 2016Q4 202332
YHB Investment Advisors, Inc. 31310.03%0.07%0.13%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.02%0.06%0.22%Q1 2016Q3 202331
Mathes Company, Inc. 2920.10%0.14%0.28%Q4 2015Q3 202331
Institute for Wealth Management, LLC. 2030.01%0.77%5.40%Q3 2013Q3 202331
Dynamic Advisor Solutions LLC 1910.00%0.39%1.13%Q1 2014Q3 202331
Stillwater Capital Advisors, LLC 31310.16%0.19%0.23%Q1 2016Q3 202331
SHEETS SMITH WEALTH MANAGEMENT 2010.02%0.06%0.11%Q1 2013Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.09%0.31%Q2 2013Q3 202331
Schonfeld Strategic Advisors LLC 1010.00%0.12%0.68%Q4 2017Q3 202331
Roundview Capital LLC 31310.37%0.58%0.80%Q1 2016Q3 202331
Cedar Wealth Management, LLC 31310.05%0.16%0.24%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.04%0.06%0.12%Q1 2016Q3 202331
Barry Investment Advisors, LLC 17140.00%0.44%1.04%Q4 2014Q3 202331
Simmons Bank 31310.07%0.11%0.17%Q1 2016Q3 202331
D.A. DAVIDSON & CO. 2380.00%0.01%0.04%Q3 2013Q3 202331
Avidian Wealth Solutions, LLC 1710.01%0.60%8.66%Q4 2013Q3 202331
Biltmore Wealth Management, LLC 31312.65%4.65%10.05%Q1 2016Q3 202331
Ayalon Insurance Comp Ltd. 2280.03%0.66%2.28%Q1 2015Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.15%0.54%1.74%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.00%0.05%0.15%Q2 2016Q3 202330
MONTAG A & ASSOCIATES INC 2220.03%0.10%0.27%Q2 2013Q3 202330
CAPSTONE INVESTMENT ADVISORS, LLC 610.00%0.10%1.05%Q2 2013Q3 202330
Migdal Insurance & Financial Holdings Ltd. 2280.00%0.67%5.13%Q1 2016Q3 202330
BLB&B Advisors, LLC 30300.02%0.04%0.06%Q2 2016Q3 202330
EDMOND DE ROTHSCHILD HOLDING S.A. 30300.00%0.02%0.07%Q2 2015Q3 202230
Partnervest Advisory Services LLC 2540.00%0.17%0.28%Q2 2013Q3 202030
NEXT Financial Group, Inc 30300.04%0.18%0.97%Q3 2014Q4 202130
First Allied Advisory Services, Inc. 30300.04%0.13%0.41%Q2 2013Q3 202030
Sunbelt Securities, Inc. 1820.02%0.26%0.76%Q4 2014Q3 202330
GREENLEAF TRUST 30300.01%0.01%0.01%Q2 2016Q3 202330
National Mutual Insurance Federation of Agricultural Cooperatives 29290.01%0.27%1.39%Q2 2013Q2 202029
Acropolis Investment Management, LLC 1820.01%0.08%0.62%Q2 2013Q3 202329
Laurel Wealth Advisors, Inc. 29290.18%0.40%0.84%Q4 2015Q4 202229
Winslow, Evans & Crocker, Inc. 29290.00%0.15%0.42%Q4 2013Q4 202029
COLONY GROUP LLC 1820.00%0.02%0.07%Q4 2013Q3 202329
Beaumont Financial Partners, LLC 1810.03%0.56%1.91%Q2 2013Q3 202229
UNIVEST FINANCIAL Corp 2810.07%2.02%2.75%Q2 2013Q4 202029
PRELUDE CAPITAL MANAGEMENT, LLC 610.01%0.08%0.86%Q1 2013Q3 202329
TRUST CO OF OKLAHOMA 16130.12%1.06%1.53%Q2 2016Q3 202329
REILLY FINANCIAL ADVISORS, LLC 2810.00%0.00%0.01%Q1 2014Q4 202129
Glassman Wealth Services 2410.00%0.07%1.74%Q4 2015Q3 202329
Mechanics Bank Trust Department 29290.26%0.42%0.55%Q3 2016Q3 202329
Ionic Capital Management LLC 710.01%0.26%1.19%Q2 2014Q4 201829
Kistler-Tiffany Companies, LLC 2180.01%0.01%0.04%Q2 2013Q2 202329
CITIZENS FINANCIAL GROUP INC/RI 2090.01%0.12%0.68%Q4 2015Q3 202329
GW HENSSLER & ASSOCIATES LTD 28280.04%1.24%2.38%Q1 2015Q4 202128
Steward Partners Investment Advisory, LLC 28280.01%0.08%0.18%Q4 2016Q3 202328
Virtu Financial LLC 710.02%0.25%0.75%Q2 2013Q3 202328
HCR Wealth Advisors 28280.52%0.73%1.10%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.11%0.17%0.22%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.15%0.31%0.57%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.03%0.95%1.50%Q4 2016Q3 202328
NATIXIS 1410.08%1.05%2.84%Q3 2014Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.11%0.17%0.36%Q4 2016Q3 202328
WASHINGTON TRUST Co 15130.01%0.01%0.03%Q3 2016Q3 202328
Parallel Advisors, LLC 28280.04%0.08%0.14%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.01%0.02%Q1 2016Q4 202228
BOYS ARNOLD & CO INC 28280.21%0.32%0.48%Q2 2013Q1 202028
Mirae Asset Global Investments Co., Ltd. 1210.00%0.05%0.22%Q2 2011Q3 202328
Chicago Partners Investment Group LLC 2710.02%0.05%0.11%Q4 2015Q3 202328
ELM ADVISORS, LLC 2710.06%0.20%0.26%Q4 2013Q4 202028
BBVA USA Bancshares, Inc. 2260.02%0.04%0.07%Q1 2014Q1 202128
Hanson & Doremus Investment Management 28280.00%0.02%0.06%Q4 2016Q3 202328
PEAK6 Group LLC 1210.00%0.06%0.82%Q4 2013Q1 201828
BB&T SECURITIES, LLC 2010.01%0.06%0.31%Q2 2013Q3 201928
Thomasville National Bank 27270.03%0.05%0.08%Q1 2017Q3 202327
Carroll Financial Associates, Inc. 2410.00%0.01%0.02%Q2 2013Q4 202127
DOW CHEMICAL CO /DE/ 27270.44%2.83%6.48%Q2 2013Q4 201927
Schneider Downs Wealth Management Advisors, LP 27270.06%0.09%0.15%Q1 2017Q3 202327
Cribstone Capital Management, LLC 27270.01%0.61%1.61%Q2 2016Q4 202227
Global Retirement Partners, LLC 2070.03%0.15%0.28%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.07%0.15%0.33%Q2 2013Q4 201927
FineMark National Bank & Trust 2010.01%0.02%0.04%Q3 2013Q1 202327
Rothschild Capital Partners, LLC 2310.86%2.30%3.24%Q2 2016Q3 202327
CAPTRUST FINANCIAL ADVISORS 2610.01%0.17%1.60%Q4 2016Q3 202327
TD ASSET MANAGEMENT INC 1010.01%0.04%0.19%Q2 2013Q3 202327
FIRST MANHATTAN CO. LLC. 1710.00%0.00%0.00%Q2 2013Q3 202327
Ironwood Financial, llc 2340.01%0.02%0.03%Q4 2014Q3 202127
Bryn Mawr Capital Management, LLC 27270.02%0.17%0.30%Q1 2017Q3 202327
Trust Co 1980.00%0.75%2.00%Q1 2015Q3 202327
MILLER HOWARD INVESTMENTS INC /NY 2410.01%0.05%0.25%Q4 2014Q3 202327
Zurcher Kantonalbank (Zurich Cantonalbank) 2220.00%0.05%0.33%Q4 2011Q4 202127
CMH Wealth Management LLC 27270.62%1.10%2.80%Q4 2016Q2 202327
JOHN G ULLMAN & ASSOCIATES INC 1980.05%0.08%0.15%Q1 2016Q3 202327
WINTRUST INVESTMENTS LLC 2320.03%0.09%0.21%Q2 2016Q3 202327
Capital Investment Advisory Services, LLC 2340.02%0.92%2.74%Q4 2016Q3 202327
CAPE ANN SAVINGS BANK 1710.25%1.23%1.50%Q2 2013Q1 202127
WOLVERINE ASSET MANAGEMENT LLC 1010.00%0.02%0.18%Q1 2015Q3 202327
INGALLS & SNYDER LLC 27270.01%0.01%0.02%Q1 2017Q3 202327
Jump Trading, LLC 810.00%0.06%0.27%Q3 2013Q3 201826
Riggs Asset Managment Co. Inc. 910.00%0.09%2.20%Q3 2014Q3 202326
Nelson Capital Management, LLC 26260.00%1.87%2.89%Q2 2013Q3 201926
Winch Advisory Services, LLC 2510.00%0.02%0.50%Q3 2016Q3 202326
SUNTRUST BANKS INC 26260.01%0.02%0.06%Q2 2013Q3 201926
SOUTH TEXAS MONEY MANAGEMENT LTD 26263.52%4.99%5.92%Q2 2013Q3 201926
Psagot Value Holdings Ltd. 2110.00%1.08%2.88%Q3 2013Q2 202126
Venturi Wealth Management, LLC 26260.06%0.17%0.34%Q2 2017Q3 202326
Cypress Capital Management LLC (WY) 2030.04%0.31%2.34%Q4 2014Q3 202326
Founders Capital Management 13130.01%0.02%0.04%Q1 2017Q4 202326
ALERUS FINANCIAL NA 1910.13%0.78%1.55%Q2 2016Q2 202326
Valeo Financial Advisors, LLC 25250.00%0.03%0.11%Q3 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.08%0.18%0.28%Q2 2017Q3 202326
Arete Wealth Advisors, LLC 2310.04%0.13%0.53%Q4 2014Q3 202326
SNS Financial Group, LLC 2010.05%0.18%1.07%Q1 2015Q3 202326
Regal Investment Advisors LLC 1010.02%0.07%0.15%Q2 2013Q3 202326
Patriot Financial Group Insurance Agency, LLC 1640.00%0.04%0.12%Q4 2016Q3 202326
Winfield Associates, Inc. 1720.02%0.38%0.84%Q4 2013Q1 202226
Prospera Financial Services Inc 810.01%0.30%1.36%Q4 2014Q3 202325
Highlander Capital Management, LLC 1870.01%0.05%0.10%Q4 2014Q3 202325
Parsec Financial Management, Inc. 2410.04%0.61%1.40%Q2 2013Q1 202325
Hugh Johnson Advisors LLC 25251.30%1.58%3.10%Q2 2013Q2 201925
Torch Wealth Management LLC 25250.48%0.70%0.87%Q4 2013Q4 201925
Ledyard National Bank 2410.00%0.02%0.04%Q2 2013Q4 201925
STEPHENS INC /AR/ 2050.01%0.01%0.07%Q2 2017Q3 202325
APPLETON PARTNERS INC/MA 25250.06%0.23%0.31%Q4 2017Q4 202325
WEALTHSOURCE PARTNERS, LLC 1810.03%0.23%0.90%Q4 2016Q3 202325
MONROE BANK & TRUST/MI 25251.00%1.17%1.30%Q2 2013Q2 201925
Edgestream Partners, L.P. 710.02%0.64%3.66%Q4 2013Q3 202325
Concorde Asset Management, LLC 1410.12%0.80%2.83%Q4 2014Q3 202225
Sage Capital Advisors,llc 25250.38%0.55%0.90%Q3 2017Q3 202325
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2320.01%0.10%0.21%Q3 2015Q4 202125
CREATIVE FINANCIAL DESIGNS INC /ADV 1780.01%0.03%0.07%Q4 2016Q3 202325
OneDigital Investment Advisors LLC 2050.00%0.02%0.04%Q2 2017Q3 202325
TIAA, FSB 25250.01%0.01%0.04%Q2 2017Q2 202325
Gunma Bank,Ltd. 1511.07%3.00%5.32%Q3 2016Q3 202325
LeJeune Puetz Investment Counsel LLC 25250.16%0.26%0.43%Q1 2017Q1 202325
PUTNAM INVESTMENTS LLC 1510.02%0.07%0.19%Q3 2014Q4 202225
Archford Capital Strategies, LLC 25250.18%0.60%1.20%Q1 2014Q1 202025
Westside Investment Management, Inc. 1510.00%0.07%0.29%Q4 2016Q3 202325
Steigerwald, Gordon & Koch Inc. 1440.03%0.05%0.06%Q1 2017Q3 202325
Pinnacle Advisory Group, Inc. 1510.01%1.54%5.84%Q2 2013Q1 202124
Financial Advocates Investment Management 24240.04%0.15%0.30%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.12%0.18%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.99%1.88%2.89%Q4 2015Q3 202124
LEVEL FOUR ADVISORY SERVICES, LLC 1910.02%0.21%1.02%Q4 2016Q3 202324
Voya Financial Advisors, Inc. 2310.04%0.05%0.16%Q1 2015Q1 202124
Kepos Capital LP 1860.37%7.68%32.73%Q2 2014Q3 202024
IFG Advisory, LLC 24240.27%0.39%0.57%Q4 2017Q3 202324
Horan Securities, Inc. 1160.00%0.01%0.06%Q1 2017Q2 202324
Front Row Advisors LLC 24240.02%0.03%0.03%Q4 2017Q3 202324
Ally Financial Inc. 910.47%2.70%6.19%Q2 2013Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.79%1.11%1.64%Q2 2013Q1 201924
BlueCrest Capital Management Ltd 1310.01%0.32%1.18%Q1 2015Q3 202324
AdvisorNet Financial, Inc 24240.01%0.12%0.30%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.02%0.33%0.87%Q4 2017Q3 202324
AMUSSEN HUNSAKER ASSOCIATES LLC 1430.06%0.12%0.25%Q2 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1410.00%0.01%0.03%Q2 2013Q2 202324
Clean Yield Group 1010.02%0.03%0.04%Q1 2015Q3 202324
1834 INVESTMENT ADVISORS CO 24240.00%0.33%1.43%Q4 2017Q3 202324
Successful Portfolios LLC 24240.22%0.28%0.35%Q4 2017Q3 202324
HBK Sorce Advisory LLC 24240.01%0.04%0.05%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.16%0.22%0.32%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.04%0.09%0.12%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.04%0.06%0.10%Q4 2017Q3 202324
Private Wealth Group, LLC 24240.36%1.00%2.80%Q4 2017Q3 202324
Mount Yale Investment Advisors, LLC 23230.02%0.08%0.12%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.15%0.20%0.31%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.04%0.15%0.58%Q4 2017Q3 202323
WealthShield Partners, LLC 1490.10%0.24%0.85%Q4 2017Q3 202323
VAUGHAN DAVID INVESTMENTS LLC/IL 23230.02%0.19%0.31%Q1 2018Q3 202323
MOORE CAPITAL MANAGEMENT, LP 1110.01%0.68%3.00%Q4 2013Q3 202323
Freedom Investment Management, Inc. 1510.02%0.13%0.89%Q2 2014Q3 202323
Hanlon Investment Management, Inc. 820.08%0.71%2.98%Q1 2014Q3 202223
Prime Capital Investment Advisors, LLC 1940.03%0.21%0.68%Q4 2017Q3 202323
Koshinski Asset Management, Inc. 1670.07%0.17%0.44%Q4 2017Q3 202323
Evercore Wealth Management, LLC 1220.00%0.01%0.03%Q2 2013Q3 202323
Patriot Wealth Management, Inc. 23231.58%2.29%2.90%Q2 2013Q4 201823
USAdvisors Wealth Management, LLC 1670.04%0.49%1.48%Q4 2017Q3 202323
PROFFITT & GOODSON INC 23230.26%0.35%0.66%Q1 2018Q3 202323
COMMERZBANK AKTIENGESELLSCHAFT /FI 1580.01%1.57%4.84%Q2 2013Q3 201923
Providence First Trust Co 2031.24%2.25%3.48%Q2 2017Q3 202323
Belpointe Asset Management LLC 1820.02%0.13%0.78%Q3 2017Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
KING LUTHER CAPITAL MANAGEMENT CORP 1010.00%0.00%0.01%Q2 2013Q4 202122
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.09%0.22%0.37%Q2 2018Q3 202322
INTEGRAL DERIVATIVES, LLC 610.00%0.04%0.12%Q1 2014Q4 201722
Vigilant Capital Management, LLC 1530.00%0.01%0.04%Q2 2016Q2 202322
MONETARY MANAGEMENT GROUP INC 22220.01%0.14%0.20%Q2 2018Q3 202322
Avitas Wealth Management LLC 22220.08%0.22%2.66%Q2 2018Q3 202322
CENTRAL BANK & TRUST CO 1910.00%0.20%0.31%Q1 2015Q3 202322
Brinker Capital Investments, LLC 1320.00%0.03%0.14%Q2 2013Q4 202222
Parkside Financial Bank & Trust 1750.00%0.03%0.10%Q3 2015Q3 202322
GERMAN AMERICAN BANCORP, INC. 22220.68%0.82%1.21%Q2 2018Q3 202322
Ruggie Capital Group 1440.01%0.41%2.92%Q4 2014Q3 202022
Arbor Investment Advisors, LLC 2110.12%0.65%1.13%Q4 2010Q2 201622
ATLAS CAPITAL ADVISORS LLC 12100.00%0.06%0.20%Q1 2018Q3 202322
CALTON & ASSOCIATES, INC. 22220.04%0.12%0.26%Q4 2017Q1 202322
Exchange Capital Management, Inc. 22220.00%0.10%0.34%Q2 2013Q3 201822
CX Institutional 22220.00%0.20%0.64%Q2 2018Q3 202322
SIMPLEX TRADING, LLC 610.00%0.03%0.27%Q3 2015Q3 202322
Ausdal Financial Partners, Inc. 1120.04%0.22%0.51%Q4 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.08%0.34%Q3 2018Q3 202321
SUN LIFE FINANCIAL INC 21210.02%0.71%1.68%Q3 2013Q3 201821
Man Group plc 710.00%0.01%0.02%Q3 2019Q3 202321
MEITAV INVESTMENT HOUSE LTD 1340.03%0.30%1.34%Q4 2017Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.01%0.01%Q2 2018Q2 202321
SECURITY NATIONAL TRUST CO 1920.00%0.03%0.04%Q2 2013Q1 202021
Lumina Fund Management LLC 2010.10%0.32%0.50%Q2 2013Q3 202321
OUTFITTER ADVISORS, LTD. 21210.21%0.24%0.29%Q2 2013Q2 201821
Integrated Wealth Concepts LLC 21210.04%0.30%1.22%Q3 2018Q3 202321
FARMERS TRUST CO 21210.12%0.53%1.26%Q3 2018Q3 202321
CIM, LLC 1920.09%0.12%0.18%Q4 2014Q3 202021
Zurich Insurance Group Ltd/FI 1530.01%0.02%0.07%Q3 2015Q3 202321
PLIMOTH TRUST CO LLC 1740.06%0.09%0.11%Q1 2018Q3 202321
NewEdge Advisors, LLC 2010.01%0.08%0.21%Q2 2017Q3 202321
Point72 Asset Management, L.P. 510.00%0.05%0.39%Q1 2015Q3 202321
BRAVE ASSET MANAGEMENT INC 1650.45%1.02%1.64%Q4 2013Q3 202321
Simplicity Solutions, LLC 1010.01%0.36%1.96%Q4 2014Q2 202321
Ballentine Partners, LLC 1910.01%0.01%0.05%Q2 2017Q3 202321
HOWE & RUSLING INC 1010.00%0.00%0.01%Q2 2013Q4 202221
Starfire Investment Advisers, Inc. 11100.82%1.16%1.51%Q1 2015Q2 202021
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.03%0.16%Q4 2017Q4 202221
Pinnacle Bancorp, Inc. 2010.01%0.07%0.17%Q1 2017Q3 202321
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 1190.00%0.19%0.31%Q3 2018Q3 202321
SCOTIA CAPITAL INC. 1920.00%0.03%0.07%Q3 2013Q2 202321
NIXON PEABODY TRUST CO 1740.33%0.54%1.05%Q4 2015Q2 202321
First Personal Financial Services 2010.00%0.01%0.03%Q1 2016Q3 202321
D.B. Root & Company, LLC 21210.08%0.32%0.95%Q3 2018Q3 202321
RPg Family Wealth Advisory, LLC 820.01%0.23%0.93%Q1 2016Q2 202321
Larson Financial Group LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Moors & Cabot, Inc. 1710.03%0.07%0.15%Q1 2016Q3 202320
Hudock, Inc. 1510.00%0.03%0.07%Q2 2014Q3 202220
STATE STREET CORP 1510.00%0.00%0.01%Q2 2013Q3 202220
CATAWBA CAPITAL MANAGEMENT /VA 20200.05%0.07%0.08%Q2 2013Q1 201820
Robertson Stephens Wealth Management, LLC 20200.05%0.19%0.45%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.16%0.31%0.48%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.50%0.79%1.09%Q4 2018Q3 202320
American Portfolios Advisors 20200.11%0.19%0.46%Q4 2017Q3 202220
Magnus Financial Group LLC 20200.08%0.19%0.36%Q4 2018Q3 202320
Claro Advisors LLC 20200.14%0.31%0.58%Q4 2018Q3 202320
WealthOne, LLC 20200.19%0.29%0.61%Q4 2018Q3 202320
BANQUE PICTET & CIE SA 910.00%0.01%0.02%Q4 2013Q1 202320
Full Sail Capital, LLC 20200.26%0.37%0.58%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.24%0.28%0.33%Q4 2018Q3 202320
MAI Capital Management 1420.01%0.07%0.20%Q4 2016Q3 202320
Certified Advisory Corp 1190.20%0.39%0.72%Q4 2017Q1 202320
COMMUNITY TRUST & INVESTMENT CO 20200.52%1.76%2.34%Q4 2018Q3 202320
JAMES INVESTMENT RESEARCH INC 1320.00%0.01%0.03%Q2 2013Q1 202320
Affiance Financial, LLC 1370.03%0.25%0.96%Q4 2014Q4 202220
Csenge Advisory Group 1820.00%0.37%0.85%Q3 2018Q3 202320
ACCESS FINANCIAL SERVICES, INC. 1820.12%0.64%1.16%Q1 2018Q1 202320
Moloney Securities Asset Management, LLC 1190.04%0.12%0.19%Q3 2017Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.03%0.05%0.13%Q4 2014Q3 201920
Cranbrook Wealth Management, LLC 1910.01%0.62%0.88%Q4 2016Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.06%0.10%Q4 2018Q3 202320
QUEST INVESTMENT MANAGEMENT LLC 20200.28%1.14%1.57%Q2 2013Q1 201820
Vantage Investment Advisors, LLC 20200.01%0.01%0.04%Q4 2013Q3 201820
Wealthcare Advisory Partners LLC 1190.00%0.02%0.04%Q1 2018Q3 202320
BANK HAPOALIM BM 1120.06%0.23%0.78%Q2 2014Q1 202320
SWARTHMORE GROUP INC 1230.88%1.71%3.04%Q3 2015Q1 202120
HAMEL ASSOCIATES, INC. 1910.11%2.36%3.16%Q1 2016Q3 202320
KINGS POINT CAPITAL MANAGEMENT 20200.00%0.00%0.01%Q2 2017Q1 202220
BANK OF NOVA SCOTIA 1310.00%0.17%0.60%Q4 2016Q3 202320
J. Goldman & Co LP 1010.03%0.15%0.34%Q2 2013Q2 202320
Ancora Advisors LLC 1610.00%0.01%0.08%Q2 2016Q3 202320
Rock Creek Group, LP 1640.00%0.43%1.43%Q3 2018Q3 202320
RMB Capital Management, LLC 1510.01%0.08%0.26%Q1 2015Q2 202019
PRUDENTIAL FINANCIAL INC 1510.00%0.01%0.07%Q2 2013Q3 202319
Western Wealth Management, LLC 1180.09%0.25%0.47%Q4 2018Q3 202319
Shulman DeMeo Asset Management LLC 1180.32%0.45%0.71%Q4 2018Q3 202319
NORTHSTAR ASSET MANAGEMENT LLC 19190.08%0.17%0.22%Q2 2013Q4 201719
LifePlan Financial Group, Inc 1140.00%0.06%0.26%Q2 2013Q3 202019
APPLETON GROUP, LLC 1110.25%0.64%1.15%Q1 2016Q4 202219
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 19190.01%0.26%0.59%Q3 2017Q1 202219
TSFG, LLC 19190.01%0.12%0.59%Q1 2019Q3 202319
Lido Advisors, LLC 720.00%1.22%4.71%Q1 2016Q3 202319
Cresset Asset Management, LLC 1450.00%0.01%0.06%Q4 2018Q3 202319
Solstein Capital, LLC 910.00%2.61%9.70%Q3 2018Q3 202319
Wambolt & Associates, LLC 19190.08%0.22%0.40%Q4 2018Q2 202319
TRUE Private Wealth Advisors 1810.02%0.08%0.12%Q3 2018Q3 202319
Private Capital Group, LLC 19190.02%0.03%0.10%Q4 2017Q2 202219
Rockefeller Capital Management L.P. 19190.01%0.05%0.08%Q1 2019Q3 202319
CreativeOne Wealth, LLC 19190.03%0.12%0.51%Q1 2019Q3 202319
First National Bank of South Miami 19190.01%0.02%0.04%Q4 2018Q2 202319
Sepio Capital, LP 19190.13%0.39%0.74%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.01%0.02%0.04%Q3 2018Q3 202319
Verition Fund Management LLC 510.00%0.07%0.21%Q2 2016Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.01%Q1 2019Q3 202319
AGF Investments LLC 19190.00%0.80%2.03%Q1 2018Q3 202219
IFC Holdings Incorporated/FL 19190.03%0.09%0.41%Q2 2013Q4 201719
American Research & Management Co. 1180.00%0.01%0.01%Q4 2017Q3 202219
Karp Capital Management Corp 810.02%1.63%3.99%Q4 2014Q3 202219
Country Club Trust Company, n.a. 19190.03%0.05%0.08%Q3 2013Q1 201819
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.02%0.08%Q2 2013Q3 201619
Realta Investment Advisors 19190.04%0.11%0.15%Q1 2019Q3 202319
Windham Capital Management, LLC 19190.26%0.44%0.73%Q1 2019Q3 202319
Joseph P. Lucia & Associates, LLC 19190.14%0.40%0.88%Q1 2019Q3 202319
WESBANCO BANK INC 1180.01%0.03%0.09%Q4 2018Q3 202319
Centiva Capital, LP 640.00%0.35%1.50%Q3 2018Q1 202319
Aveo Capital Partners, LLC 1450.07%0.61%1.77%Q4 2018Q3 202319
Penobscot Investment Management Company, Inc. 1810.04%0.11%0.24%Q1 2018Q4 202219
Friedenthal Financial 910.23%2.83%6.88%Q4 2013Q3 202219
BANK OF THE WEST 1320.02%0.05%0.17%Q4 2013Q4 202219
CHEMICAL BANK 19190.26%0.34%0.44%Q4 2014Q2 201919
CAXTON ASSOCIATES LP 310.00%0.48%2.19%Q3 2013Q2 202219
Bruderman Asset Management, LLC 830.04%0.52%1.12%Q1 2015Q3 202019
OPPENHEIMER ASSET MANAGEMENT INC. 19190.00%0.02%0.04%Q1 2018Q3 202219
SUMITOMO MITSUI FINANCIAL GROUP, INC. 19190.05%0.14%0.30%Q1 2019Q3 202319
Avantax Planning Partners, Inc. 1310.01%0.01%0.02%Q1 2018Q3 202319
BDO Wealth Advisors, LLC 1630.00%0.01%0.01%Q2 2017Q2 202319
NATIONAL PLANNING CORP 18180.09%0.18%0.23%Q2 2013Q3 201718
Keel Point, LLC 1030.03%0.31%1.04%Q4 2015Q3 202318
Clal Insurance Enterprises Holdings Ltd 620.01%0.59%2.57%Q3 2015Q3 202318
NWAM LLC 1030.02%0.25%0.53%Q2 2012Q3 202318
VALLEY NATIONAL ADVISERS INC 18180.00%0.00%0.00%Q4 2018Q1 202318
PEOPLES FINANCIAL SERVICES CORP. 1620.01%0.26%0.62%Q3 2018Q3 202318
AlphaMark Advisors, LLC 18180.03%1.28%2.07%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.10%0.16%0.24%Q2 2013Q3 201718
PATHSTONE FAMILY OFFICE, LLC 1410.05%0.18%0.37%Q1 2017Q3 202318
FRANKLIN RESOURCES INC 18180.00%0.00%0.00%Q2 2019Q3 202318
Archer Investment Corp 1710.00%0.00%0.01%Q1 2019Q3 202318
Cable Hill Partners, LLC 18180.01%0.02%0.04%Q4 2014Q1 201918
Hillswick Asset Management, LLC 18182.52%3.51%4.93%Q4 2014Q1 201918
Asset Planning Services, Ltd. 18180.02%0.03%0.05%Q2 2015Q3 201918
Florin Court Capital LLP 750.53%11.99%44.32%Q4 2016Q4 202218
CAMBRIDGE TRUST CO 810.00%0.02%0.06%Q4 2016Q3 202318
Richard Bernstein Advisors LLC 18180.00%0.95%1.86%Q2 2019Q3 202318
Heritage Wealth Advisors 18180.00%0.08%0.14%Q2 2019Q3 202318
UBS AG 660.00%0.06%0.17%Q2 2013Q3 201418
Snowden Capital Advisors LLC 820.01%0.06%0.17%Q1 2016Q3 202318
THOMPSON SIEGEL & WALMSLEY LLC 18180.00%0.00%0.00%Q4 2017Q1 202218
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1610.00%0.49%2.09%Q2 2013Q2 202118
SVB WEALTH LLC 18180.03%0.05%0.07%Q2 2019Q3 202318
Trek Financial, LLC 1170.06%0.30%0.59%Q1 2019Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 18180.03%0.09%0.21%Q2 2019Q3 202318
Alexandria Capital, LLC 18180.01%0.02%0.04%Q2 2013Q3 201718
HRT FINANCIAL LP 510.02%0.68%4.74%Q2 2015Q3 202318
Sumitomo Mitsui Trust Holdings, Inc. 1320.00%0.01%0.02%Q2 2015Q2 202318
B. Riley Wealth Management, Inc. 610.00%0.11%0.36%Q1 2014Q2 202218
HoyleCohen, LLC 18180.02%0.04%0.07%Q2 2019Q3 202318
Princeton Global Asset Management LLC 17170.00%0.01%0.01%Q1 2019Q1 202317
Alphadyne Asset Management LP 620.09%1.42%13.23%Q4 2016Q3 202317
Alpha Cubed Investments, LLC 1070.02%0.19%0.81%Q2 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.01%0.03%0.18%Q4 2018Q3 202317
WealthTrust Fairport, LLC 17170.10%0.14%0.16%Q1 2015Q1 201917
Advisory Alpha, LLC 1310.01%0.25%0.78%Q1 2019Q3 202317
Trust Asset Management LLC 17170.09%0.93%1.44%Q3 2019Q3 202317
NVWM, LLC 1210.00%0.14%0.64%Q4 2017Q3 202217
BKS ADVISORS, LLC 17170.12%0.15%0.20%Q1 2015Q1 201917
NTV ASSET MANAGEMENT LLC 17170.05%0.07%0.14%Q3 2019Q3 202317
ORLEANS CAPITAL MANAGEMENT CORP/LA 1250.14%0.21%0.41%Q4 2014Q1 202317
Timber Hill LLC 520.00%0.16%1.01%Q2 2013Q1 202017
AVIANCE CAPITAL MANAGEMENT, LLC 530.00%1.12%10.38%Q2 2013Q1 201917
Whitegate Investment Counselors, Inc. 1210.04%0.08%0.14%Q1 2014Q3 202117
ARROWGRASS CAPITAL PARTNERS (US) LP 810.00%0.38%1.38%Q2 2014Q4 201617
Wealthspire Advisors, L.P. 1430.02%0.03%0.04%Q4 2015Q1 202017
Newfound Research LLC 730.94%2.17%4.04%Q1 2016Q3 202217
VICUS CAPITAL 17170.06%0.11%0.20%Q2 2014Q2 201817
STRATEGIC CAPITAL ADVISERS, INC. 1521.80%2.13%2.74%Q4 2017Q2 202217
Orion Portfolio Solutions, LLC 16160.00%0.40%0.96%Q4 2019Q3 202317
WFG Advisors, LP 17170.04%0.18%0.42%Q2 2013Q2 201717
FDx Advisors, Inc. 710.01%0.02%0.06%Q2 2013Q3 202317
Pacifica Partners Inc. 17170.07%0.14%0.20%Q4 2019Q4 202317
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.03%0.81%1.36%Q4 2019Q3 202317
INVESTMENT CENTERS OF AMERICA INC 1520.07%0.13%0.25%Q2 2013Q3 201717
HANCOCK WHITNEY CORP 1310.01%0.02%0.09%Q4 2014Q2 202217
FIRST MERCHANTS CORP 17170.19%0.26%0.35%Q3 2019Q3 202317
Antonetti Capital Management LLC 910.01%0.40%1.18%Q2 2010Q3 202316
Samalin Investment Counsel, LLC 16160.43%0.71%1.14%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.06%0.30%0.90%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.03%0.18%0.50%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
HBW ADVISORY SERVICES LLC 920.00%0.21%1.03%Q3 2019Q3 202316
TBH Global Asset Management, LLC 16160.13%0.37%1.50%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.01%0.01%0.01%Q2 2013Q1 201716
Tranquility Partners, LLC 1420.27%0.36%0.52%Q2 2019Q3 202316
GYL FINANCIAL SYNERGIES, LLC 910.02%0.17%0.36%Q4 2018Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16160.10%0.47%1.56%Q4 2019Q3 202316
Private Portfolio Partners LLC 1330.09%0.17%0.27%Q2 2019Q3 202316
Kore Private Wealth LLC 16160.17%0.25%0.40%Q4 2018Q3 202216
Graves Light Lenhart Wealth, Inc. 16160.04%0.05%0.06%Q4 2018Q3 202216
Foundations Investment Advisors, LLC 1240.01%0.19%1.42%Q1 2019Q3 202316
Biltmore Family Office, LLC 16160.01%0.02%0.09%Q4 2019Q3 202316
PARAMETRIC PORTFOLIO ASSOCIATES LLC 16160.00%0.00%0.00%Q2 2018Q1 202216
Advanced Asset Management Advisors Inc 16160.03%0.06%0.07%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.03%0.04%0.09%Q4 2019Q3 202316
Qube Research & Technologies Ltd 710.00%0.12%0.32%Q4 2019Q3 202316
Keystone Financial Group 920.05%0.08%0.10%Q4 2018Q3 202316
Sowa Financial Group, Inc. 16160.63%0.89%1.22%Q4 2019Q3 202316
MACKENZIE FINANCIAL CORP 1510.00%0.07%0.26%Q4 2018Q3 202316
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201616
Keebeck Wealth Management, LLC 16160.09%0.14%0.23%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.04%0.08%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.05%0.08%0.18%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.01%0.11%0.20%Q4 2019Q3 202316
StrategIQ Financial Group, LLC 1420.10%0.39%0.67%Q3 2016Q3 202316
Foothills Asset Management, Ltd. 740.24%1.49%2.94%Q4 2013Q2 201916
Aptus Capital Advisors, LLC 16160.00%0.02%0.17%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.06%0.13%0.20%Q4 2019Q3 202316
Ellevest, Inc. 16160.00%0.05%0.28%Q2 2019Q1 202316
ROPES WEALTH ADVISORS LLC 1510.00%0.06%0.08%Q2 2016Q4 202016
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.05%0.06%0.09%Q4 2019Q3 202316
Choate Investment Advisors 1310.00%0.00%0.02%Q4 2013Q3 202316
EPG Wealth Management LLC 16160.05%0.42%0.80%Q4 2019Q3 202316
Sowell Financial Services LLC 720.05%0.10%0.21%Q4 2016Q3 202316
Quantitative Investment Management, LLC 410.29%1.74%3.74%Q2 2013Q2 202316
ENTERPRISE FINANCIAL SERVICES CORP 1420.00%0.04%0.10%Q1 2017Q1 202216
DELTA ASSET MANAGEMENT LLC/TN 1240.00%0.00%0.01%Q4 2017Q3 202316
Narwhal Capital Management 1060.03%0.11%0.22%Q3 2018Q3 202316
Stonebridge Financial Planning Group, LLC 16160.18%0.35%0.69%Q4 2019Q3 202316
PhaseCapital LP 16160.85%6.15%24.85%Q4 2014Q3 201816
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.05%0.11%Q4 2019Q3 202316
DAVIDSON & GARRARD INC 16160.06%0.08%0.10%Q4 2013Q3 201716
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.05%0.15%Q4 2019Q3 202316
SIGNET FINANCIAL MANAGEMENT, LLC 820.03%0.05%0.08%Q1 2018Q3 202316
FIFTH THIRD SECURITIES, INC. 910.44%1.51%4.88%Q2 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
Powell Investment Advisors, LLC 16160.36%0.47%0.76%Q4 2019Q3 202316
Coyle Financial Counsel LLC 1510.11%0.37%0.58%Q4 2013Q1 201816
State of Tennessee, Treasury Department 510.01%0.07%0.16%Q3 2013Q3 202316
BAILARD, INC. 1020.01%0.01%0.03%Q1 2016Q3 202216
Weatherstone Capital Management 1110.19%2.02%4.87%Q4 2013Q1 201916
EXENCIAL WEALTH ADVISORS, LLC 1420.04%0.26%0.43%Q3 2019Q3 202316
Lowe Wealth Advisors, LLC 1510.01%0.18%0.32%Q4 2019Q4 202316
Crabel Capital Management, LLC 710.12%0.82%2.14%Q4 2017Q3 202316
Virtu KCG Holdings LLC 1020.00%0.03%0.11%Q3 2013Q2 201716
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.26%0.39%0.48%Q4 2019Q3 202316
CSS LLC/IL 310.02%0.21%1.47%Q1 2016Q3 202315
55I, LLC 15150.04%0.12%0.32%Q1 2019Q3 202215
TCTC Holdings, LLC 870.00%0.01%0.03%Q2 2013Q3 202315
Virtue Capital Management, LLC 1010.01%0.48%1.37%Q1 2018Q1 202315
PICTET ASSET MANAGEMENT LTD 1410.00%0.00%0.01%Q2 2013Q2 202115
CITIZENS & NORTHERN CORP 15150.21%0.86%1.59%Q2 2013Q4 201615
RATIONAL ADVISORS LLC 1010.01%1.52%6.02%Q3 2011Q4 202215
1832 Asset Management L.P. 710.00%0.02%0.06%Q4 2014Q3 202315
Graypoint LLC 15150.57%0.92%1.46%Q1 2020Q3 202315
Cordasco Financial Network 15150.03%0.04%0.05%Q4 2018Q2 202215
Employees Retirement System of Texas 15150.77%1.02%1.58%Q4 2016Q2 202015
PFG Advisors 15150.04%0.26%0.50%Q1 2020Q3 202315
Faithward Advisors, LLC 15150.00%0.00%0.01%Q4 2019Q2 202315
Beck Bode, LLC 870.05%0.12%0.24%Q4 2018Q3 202215
Waldron Private Wealth LLC 15150.14%0.17%0.24%Q1 2020Q3 202315
HIGH POINT BANK & TRUST CO 15150.11%0.13%0.15%Q2 2013Q4 201615
New Capital Management LP 15150.02%0.06%0.11%Q3 2017Q1 202115
Smart Portfolios, LLC 910.17%3.30%11.45%Q2 2013Q2 202215
BENJAMIN EDWARDS INC 15150.05%0.20%0.47%Q1 2020Q3 202315
Crescent Grove Advisors, LLC 15150.03%0.04%0.08%Q1 2020Q3 202315
TEXAS PERMANENT SCHOOL FUND CORP 1210.00%0.01%0.04%Q1 2013Q1 202015
Broadleaf Partners, LLC 15150.07%0.56%0.77%Q1 2020Q3 202315
Arkfeld Wealth Strategies, L.L.C. 15150.25%0.50%0.76%Q1 2020Q3 202315
McIlrath & Eck, LLC 15150.00%0.01%0.04%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.02%0.03%0.06%Q4 2019Q2 202315
Chanos & Co LP 910.09%1.07%3.31%Q3 2015Q3 202015
Corbenic Partners LLC 710.00%0.01%0.02%Q2 2013Q1 202115
Soros Fund Management 710.06%0.81%4.41%Q3 2013Q3 202315
Strategic Blueprint, LLC 15150.03%0.09%0.43%Q1 2020Q3 202315
Zuckerman Investment Group, LLC 15150.05%0.13%0.20%Q1 2020Q3 202315
Gladstone Institutional Advisory LLC 1320.03%0.32%0.95%Q4 2018Q3 202315
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1210.03%0.26%1.61%Q2 2014Q3 202215
BROWN BROTHERS HARRIMAN & CO 1320.00%0.00%0.00%Q2 2014Q3 202315
BOOTHBAY FUND MANAGEMENT, LLC 610.02%0.16%0.56%Q1 2015Q3 202315
PRUDENTIAL PLC 710.00%1.42%6.18%Q4 2016Q3 202315
PACIFIC SUN FINANCIAL CORP 610.14%0.22%0.39%Q1 2018Q2 202315
Beacon Pointe Advisors, LLC 15150.01%0.05%0.11%Q1 2020Q3 202315
Financial Gravity Asset Management, Inc. 830.00%0.11%0.78%Q2 2019Q3 202315
KWMG, LLC 15150.69%0.80%0.93%Q1 2020Q3 202315
MSI Financial Services Inc 15150.20%0.34%0.65%Q2 2013Q4 201615
Cornerstone Wealth Management, LLC 710.02%0.07%0.26%Q1 2016Q1 202315
Retirement Group, LLC 1410.01%0.09%0.86%Q4 2019Q3 202315
Private Ocean, LLC 1140.00%0.03%0.15%Q4 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.08%0.13%0.24%Q1 2020Q3 202315
Advisor Group, Inc. 15150.06%0.13%0.22%Q2 2016Q4 201915
FIRST MIDWEST BANK TRUST DIVISION 15150.05%0.13%0.28%Q4 2013Q2 201715
F3Logic, LLC 1050.03%0.28%0.58%Q4 2018Q4 202215
Stolper Co 15150.22%0.28%0.34%Q1 2020Q3 202315
WESPAC Advisors, LLC 610.16%1.85%5.55%Q4 2018Q2 202314
LBA Wealth Management, LLC 14140.01%0.02%0.05%Q4 2013Q1 201714
Capital Directions Investment Advisors, LLC 610.00%0.01%0.01%Q2 2017Q4 202214
Waverly Advisors, LLC 910.00%0.01%0.02%Q3 2013Q3 202314
Horizon Investments, LLC 1020.01%0.24%1.94%Q1 2016Q3 202314
XPONANCE, INC. 950.08%0.26%1.09%Q1 2014Q3 201714
Donald L. Hagan, LLC 1110.01%0.34%0.64%Q1 2016Q3 202314
J.W. COLE ADVISORS, INC. 810.16%0.26%0.45%Q4 2019Q3 202314
Jaffetilchin Investment Partners, LLC 14140.04%0.15%0.48%Q2 2020Q3 202314
Northeast Financial Consultants Inc 14140.06%0.08%0.09%Q2 2020Q3 202314
AMG National Trust Bank 14140.05%0.07%0.08%Q2 2020Q3 202314
Covenant Multifamily Offices, LLC 1110.00%0.16%0.71%Q3 2014Q3 202114
Cavalier Investments, LLC 610.34%3.84%7.25%Q1 2016Q4 202014
Kovitz Investment Group Partners, LLC 14140.08%0.12%0.17%Q2 2020Q3 202314
Bowling Portfolio Management LLC 860.08%0.36%0.90%Q4 2015Q3 202214
FIRST AMERICAN TRUST, FSB 720.04%0.06%0.11%Q3 2018Q1 202314
Mosaic Family Wealth, LLC 14140.01%0.02%0.02%Q4 2015Q1 201914
Transform Wealth, LLC 820.04%0.32%0.87%Q2 2016Q1 202314
Millburn Ridgefield Corp 14140.00%0.06%0.16%Q1 2020Q2 202314
First Command Financial Services, Inc. 910.00%0.00%0.01%Q1 2018Q2 202314
Mutual Advisors, LLC 1310.03%0.12%0.24%Q3 2019Q3 202314
GM Advisory Group, LLC 950.09%3.10%6.10%Q3 2018Q3 202214
Kerntke Otto McGlone Wealth Management Group 710.72%1.40%1.94%Q4 2019Q3 202314
TUDOR INVESTMENT CORP ET AL 310.01%0.10%0.31%Q1 2015Q3 202314
GREENWOOD CAPITAL ASSOCIATES LLC 14140.04%0.06%0.10%Q3 2019Q4 202214
PARK AVENUE SECURITIES LLC 14140.03%0.06%0.09%Q2 2020Q3 202314
BAINCO INTERNATIONAL INVESTORS 14140.68%0.96%1.18%Q1 2013Q2 201614
HANSEATIC MANAGEMENT SERVICES INC 1040.02%1.47%4.15%Q2 2019Q1 202314
Global Trust Asset Management, LLC 1040.00%0.12%0.37%Q4 2017Q3 202214
Independence Bank of Kentucky 950.00%0.01%0.03%Q3 2019Q3 202314
MayTech Global Investments, LLC 1210.65%0.95%1.60%Q3 2019Q2 202314
Longer Investments Inc. 1311.41%4.71%6.24%Q2 2013Q1 201814
Vestmark Advisory Solutions, Inc. 950.06%0.52%2.34%Q1 2019Q2 202314
UMB Bank, n.a. 810.00%0.01%0.02%Q3 2014Q3 202314
MinichMacGregor Wealth Management, LLC 1310.01%0.07%0.87%Q4 2015Q4 202214
Vectors Research Management, LLC 14140.88%1.64%2.42%Q2 2020Q3 202314
Silverleafe Capital Partners, LLC 14140.18%0.32%0.80%Q2 2020Q3 202314
Royal Fund Management, LLC 14140.00%0.00%0.01%Q4 2016Q1 202014
ACIMA PRIVATE WEALTH, LLC 14140.01%0.08%0.42%Q4 2018Q1 202214
PUBLIC INVESTMENT FUND 14144.17%9.99%27.79%Q2 2020Q3 202314
Lehman & Derafelo Financial Resources LLC 1220.02%0.04%0.05%Q4 2018Q3 202214
VALICENTI ADVISORY SERVICES INC 14140.37%0.46%0.78%Q2 2013Q3 201614
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14140.02%0.15%0.34%Q2 2020Q3 202314
Cowen Prime Services LLC 14140.00%0.04%0.08%Q2 2013Q3 201614
DT Investment Partners, LLC 810.00%0.12%1.06%Q2 2013Q3 202314
TOMPKINS FINANCIAL CORP 950.00%0.02%0.07%Q1 2019Q3 202214
AMERICAN ASSET MANAGEMENT INC. 14140.18%0.22%0.32%Q3 2016Q4 201914
Banque Cantonale Vaudoise 14140.01%0.01%0.02%Q2 2020Q3 202314
Fort Sheridan Advisors LLC 14140.24%0.56%0.84%Q2 2020Q3 202314
Neuberger Berman Group LLC 1110.00%0.00%0.00%Q3 2015Q3 202314
Concert Wealth Management Inc. 14140.02%0.12%0.18%Q2 2013Q3 201614
FIRST FINANCIAL CORP /IN/ 14140.00%0.24%0.30%Q2 2013Q3 201614
GAM Holding AG 14140.02%0.04%0.07%Q2 2013Q3 201614
LODESTAR INVESTMENT COUNSEL LLC/IL 13130.06%0.15%0.32%Q2 2013Q2 201613
Financial Enhancement Group LLC 820.01%0.39%2.28%Q1 2016Q2 202013
Hills Bank & Trust Co 1030.01%0.16%0.66%Q2 2013Q3 202313
KANALY TRUST CO 13130.00%0.00%0.01%Q4 2013Q4 201613
WEXFORD CAPITAL LP 610.06%0.97%5.46%Q2 2013Q3 202313
VSR Financial Services, Inc. 13130.05%0.14%0.30%Q2 2013Q2 201613
Avion Wealth 13130.00%0.00%0.00%Q3 2020Q3 202313
Virtus Fund Advisers, LLC 13130.00%0.00%0.00%Q2 2014Q2 201713
Spectrum Management Group, LLC 810.03%3.91%10.45%Q1 2016Q3 202213
SevenBridge Financial Group, LLC 13130.00%0.00%0.01%Q2 2016Q2 201913
RPG Investment Advisory, LLC 1210.00%0.00%0.00%Q2 2017Q4 202013
Private Capital Management, LLC 710.10%0.27%0.62%Q2 2020Q3 202313
JNBA Financial Advisors 1210.00%0.00%0.01%Q3 2016Q3 202313
Ellsworth Advisors, LLC 13130.09%0.13%0.25%Q3 2020Q3 202313
Simply Money Advisors 1120.00%0.22%0.45%Q2 2013Q1 201813
Balentine LLC 1210.00%0.00%0.00%Q3 2017Q3 202313
Newbridge Financial Services Group, Inc. 13130.15%0.27%0.50%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 810.01%0.03%0.06%Q3 2016Q2 202313
Barnett & Company, Inc. 13130.02%0.10%0.36%Q4 2018Q4 202113
INNEALTA CAPITAL, LLC 630.36%1.64%4.01%Q1 2019Q3 202313
Curtis Advisory Group, LLC 13130.07%0.19%0.25%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.03%0.05%0.09%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.08%0.10%0.16%Q2 2013Q2 201613
Laidlaw Wealth Management LLC 1210.04%0.15%0.23%Q4 2019Q3 202313
Investors Capital Advisory Services 13130.12%0.15%0.21%Q2 2013Q2 201613
Smith, Salley & Associates 13130.05%0.10%0.20%Q2 2013Q2 201613
FACTORY MUTUAL INSURANCE CO 1211.78%2.29%2.72%Q2 2019Q3 202313
Jackson Hole Capital Partners, LLC 13130.00%0.10%0.18%Q3 2020Q3 202313
Semmax Financial Advisors Inc. 13130.00%0.03%0.28%Q4 2018Q4 202113
NOTTINGHAM ADVISORS, INC. 13130.06%0.43%1.99%Q2 2020Q2 202313
Stillwater Investment Management, LLC 13130.18%0.51%0.74%Q1 2020Q1 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.07%0.13%0.31%Q3 2020Q3 202313
HNP Capital LLC 13130.07%1.34%2.21%Q1 2020Q1 202313
AlphaStar Capital Management, LLC 710.14%0.39%1.01%Q2 2019Q1 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 1030.00%0.12%0.19%Q4 2017Q2 202213
Wealthspire Advisors, LLC 1010.00%0.01%0.01%Q4 2018Q3 202313
American Assets Investment Management, LLC 1030.22%0.28%0.34%Q1 2018Q3 202313
Madden Advisory Services, Inc. 710.00%0.07%0.34%Q2 2013Q3 202313
RFG Advisory, LLC 530.01%0.34%0.98%Q1 2016Q2 202313
Key FInancial Inc 1210.04%0.07%0.12%Q1 2020Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 920.03%0.20%0.42%Q4 2019Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
USA FINANCIAL FORMULAS 620.09%0.39%2.04%Q3 2018Q3 202213
FAS Wealth Partners, Inc. 13130.00%0.00%0.02%Q3 2020Q3 202313
Stamos Capital Partners, L.P. 13130.08%0.66%1.65%Q3 2020Q3 202313
Leucadia National 310.00%1.43%6.84%Q2 2016Q2 202313
CUMBERLAND ADVISORS INC 1010.81%5.63%8.87%Q1 2014Q2 202313
British Airways Pensions Investment Management Ltd 13131.02%1.73%2.32%Q1 2018Q1 202113
Shepherd Financial Partners LLC 13130.06%0.46%1.72%Q3 2020Q3 202313
Advisors Preferred, LLC 710.01%0.13%0.78%Q1 2014Q4 202213
Clear Creek Financial Management, LLC 1010.08%0.12%0.18%Q1 2020Q3 202313
Zimmer Partners, LP 210.35%2.13%8.69%Q2 2013Q2 202313
LUCAS CAPITAL MANAGEMENT 13130.30%0.98%1.44%Q4 2017Q4 202013
BUCKINGHAM STRATEGIC WEALTH, LLC 910.00%0.03%0.24%Q2 2013Q3 202313
Private Wealth Advisors, LLC 13130.28%2.08%5.07%Q4 2019Q4 202213
CenterStar Asset Management, LLC 710.00%0.12%0.68%Q4 2018Q3 202313
OLD DOMINION CAPITAL MANAGEMENT INC 13130.20%0.70%2.06%Q3 2018Q3 202113
UBS OCONNOR LLC 610.00%0.05%0.36%Q2 2013Q2 202113
SouthState Corp 13130.01%0.01%0.01%Q3 2020Q3 202313
First Command Bank 910.00%0.00%0.01%Q4 2019Q2 202313
Kestra Advisory Services, LLC 13130.06%0.13%0.30%Q3 2020Q3 202313
Capula Management Ltd 510.01%0.13%0.66%Q1 2021Q3 202213
MainStreet Investment Advisors LLC 13130.27%0.42%0.61%Q4 2017Q4 202013
BOENNING & SCATTERGOOD, INC. 1010.04%0.09%0.23%Q2 2018Q4 202213
GOFEN & GLOSSBERG LLC /IL/ 850.01%0.01%0.01%Q1 2019Q4 202213
CapWealth Advisors, LLC 760.02%0.03%0.05%Q2 2013Q3 201613
ALLIANCEBERNSTEIN L.P. 610.00%0.00%0.01%Q2 2014Q3 202313
Bluefin Trading, LLC 410.00%0.04%0.14%Q2 2013Q3 201913
ASSET MANAGEMENT CORP /IL/ /ADV 13130.26%0.43%0.59%Q1 2020Q1 202313
PROVIDA PENSION FUND ADMINISTRATOR 910.00%0.70%4.49%Q3 2015Q1 201913
Atlantic Union Bankshares Corp 13130.08%0.69%1.02%Q3 2020Q3 202313
ProVise Management Group, LLC 910.02%0.11%0.41%Q1 2014Q3 202313
Solitude Financial Services 12120.69%2.52%4.94%Q4 2020Q3 202312
Hoese & Co LLP 12120.06%0.07%0.08%Q1 2021Q4 202312
Birchcreek Wealth Management, LLC 12120.40%0.59%0.78%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Diversified, LLC 12120.25%0.61%1.25%Q4 2020Q3 202312
MMA ASSET MANAGEMENT LLC 12120.34%0.45%0.57%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
COWA, LLC 12120.15%0.24%0.33%Q4 2020Q3 202312
Constitution Capital LLC 12120.26%0.41%0.77%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Tacita Capital Inc 12120.02%0.03%0.04%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12120.12%0.36%0.65%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.07%0.13%0.20%Q4 2020Q3 202312
Navis Wealth Advisors, LLC 12120.20%0.36%0.54%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
LCM Capital Management Inc 12121.44%1.92%2.35%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
J Arnold Wealth Management Co 750.01%0.09%0.57%Q4 2019Q1 202312
MATRIX PRIVATE CAPITAL GROUP LLC 12120.00%0.18%0.48%Q4 2020Q3 202312
IBERIABANK CORP 12120.06%0.12%0.20%Q3 2017Q2 202012
MONETA GROUP INVESTMENT ADVISORS LLC 1110.00%0.01%0.02%Q2 2018Q3 202312
KANAWHA CAPITAL MANAGEMENT LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
AFAM CAPITAL, INC. 620.04%0.38%0.79%Q1 2014Q4 201712
WRAPMANAGER INC 410.07%0.36%2.75%Q3 2012Q2 201912
NATIXIS ADVISORS, L.P. 710.01%0.03%0.06%Q2 2013Q4 201912
COMERICA BANK 510.00%0.01%0.03%Q2 2013Q3 202312
FOUNDERS FINANCIAL SECURITIES LLC 1020.04%0.19%0.41%Q2 2019Q3 202312
WestEnd Advisors, LLC 660.00%2.40%4.71%Q1 2019Q3 202312
SII INVESTMENTS INC/WI 1110.02%0.08%0.14%Q2 2014Q3 201712
BRIGHTON JONES LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
683 Capital Management, LLC 810.35%1.83%2.97%Q2 2016Q1 202012
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
FLOW TRADERS U.S. LLC 310.00%0.07%0.23%Q1 2015Q3 202312
TD Capital Management LLC 750.00%0.01%0.02%Q2 2020Q3 202312
Mizuho Trust & Banking Co., Ltd. 930.36%6.91%20.03%Q4 2016Q4 201912
Camarda Financial Advisors, LLC 510.01%1.84%10.59%Q1 2016Q4 202212
Hilton Capital Management, LLC 660.01%2.42%5.43%Q2 2018Q2 202312
Alerus Investment Advisors Corp 12120.91%1.25%1.59%Q2 2013Q1 201612
Glovista Investments LLC 510.02%1.35%4.15%Q2 2013Q4 202012
JFS WEALTH ADVISORS, LLC 910.00%0.02%0.06%Q4 2017Q3 202312
Financial Management Professionals, Inc. 410.00%0.33%1.24%Q2 2013Q4 202212
Merriman Wealth Management, LLC 410.01%0.10%0.28%Q4 2013Q3 202312
Personal Capital Advisors Corp 12120.00%0.02%0.12%Q1 2020Q4 202212
Tuttle Capital Management, LLC 510.11%1.32%2.96%Q3 2016Q2 202312
Lehman Financial Resources, Inc. 12120.04%0.05%0.06%Q4 2012Q3 201512
Verity Asset Management, Inc. 710.22%2.51%6.68%Q1 2014Q1 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.09%0.28%0.55%Q4 2018Q3 202112
Garde Capital, Inc. 12120.01%0.03%0.06%Q4 2020Q3 202312
Bayesian Capital Management, LP 410.04%0.23%0.78%Q3 2016Q3 202312
Rampart Investment Management Company, LLC 410.02%2.22%8.16%Q4 2014Q1 202012
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12121.35%5.21%6.50%Q2 2017Q1 202012
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12121.40%5.12%7.06%Q2 2017Q1 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.05%Q2 2013Q1 201612
Sugarloaf Wealth Management, LLC 12120.01%0.01%0.02%Q4 2019Q3 202212
CARLSON CAPITAL L P 410.06%0.30%0.81%Q4 2013Q2 202312
Keeley-Teton Advisors, LLC 12120.03%0.13%0.32%Q1 2018Q4 202012
Ameritas Investment Company, LLC 12120.05%0.10%0.23%Q4 2018Q3 202112
Fieldpoint Private Securities, LLC 750.02%0.04%0.09%Q4 2018Q2 202212
Parkside Investments, LLC 520.06%0.64%1.31%Q4 2018Q3 202312
Stratos Wealth Advisors, LLC 610.01%0.11%0.34%Q4 2018Q3 202312
Measured Wealth Private Client Group, LLC 840.17%0.72%1.86%Q2 2018Q2 202312
6 Meridian 12120.04%0.06%0.09%Q4 2017Q3 202012
New Potomac Partners, LLC 12120.01%0.01%0.01%Q4 2017Q3 202012
Johnson Midwest Financial, LLC 12120.00%0.05%0.34%Q4 2020Q3 202312
GABLES CAPITAL MANAGEMENT INC. 12120.02%0.02%0.02%Q2 2018Q1 202112
Canton Hathaway, LLC 12120.05%0.50%0.81%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.05%0.09%0.16%Q4 2018Q3 202112
ARISTEIA CAPITAL, L.L.C. 420.03%0.16%0.68%Q3 2018Q4 202012
Olympiad Research LP 12120.32%1.30%3.03%Q4 2019Q3 202212
EVOKE WEALTH, LLC 1110.00%0.00%0.01%Q3 2019Q3 202212
Aurora Private Wealth, Inc. 750.08%0.22%0.62%Q1 2020Q1 202312
MTM Investment Management, LLC 12120.01%0.12%0.14%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
David J Yvars Group 12120.29%0.74%1.36%Q4 2020Q3 202312
Accel Wealth Management 12120.45%0.78%1.16%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
SVA Wealth Management, LLC 11110.08%0.17%0.25%Q2 2018Q4 202011
Loveless Wealth Management LLC 11112.14%2.40%2.81%Q4 2019Q2 202211
Janney Capital Management LLC 620.01%0.92%2.23%Q2 2014Q1 202311
TWIN FOCUS CAPITAL PARTNERS, LLC 11110.10%1.39%2.20%Q1 2021Q3 202311
QCM Cayman, Ltd. 210.06%1.89%7.08%Q1 2014Q3 202311
Price Wealth, LLC 11110.00%0.02%0.05%Q1 2018Q3 202011
INSIGHT 2811, INC. 510.21%0.57%1.38%Q4 2014Q3 202111
Nachman Norwood & Parrott, Inc 11110.30%0.45%0.55%Q4 2018Q2 202111
BLACKROCK ADVISORS LLC 520.01%0.03%0.07%Q1 2015Q4 201611
PUBLIC SECTOR PENSION INVESTMENT BOARD 410.00%0.16%0.55%Q3 2017Q3 202211
Clear Perspective Advisors, LLC 740.13%0.27%0.45%Q4 2016Q3 201911
CT Financial Advisors LLC 1010.04%0.05%0.06%Q1 2014Q1 201711
Grant/GrossMendelsohn, LLC 920.24%2.25%4.88%Q4 2020Q3 202311
M&R CAPITAL MANAGEMENT INC 520.01%0.07%0.18%Q4 2014Q4 202311
Eudaimonia Partners, LLC 650.02%0.33%0.83%Q4 2019Q2 202311
Strategic Wealth Partners, Ltd. 620.00%0.09%0.24%Q4 2017Q1 202311
WealthPLAN Partners, LLC 510.01%0.02%0.08%Q4 2015Q2 202311
Polar Asset Management Partners Inc. 710.03%0.24%0.46%Q2 2014Q1 202011
TIFF ADVISORY SERVICES, LLC 530.40%2.09%4.09%Q1 2019Q4 202211
SEI INVESTMENTS CO 11110.00%0.00%0.00%Q4 2015Q2 201811
Domani Wealth, LLC 1010.07%0.12%0.17%Q3 2018Q3 202211
Aspen Investment Management Inc 830.16%0.75%1.23%Q2 2018Q4 202211
Clearview Wealth Advisors LLC 11110.00%0.04%0.07%Q4 2020Q2 202311
Rikoon Group, LLC 830.09%0.18%0.26%Q2 2018Q1 202111
Clearstead Advisors, LLC 1010.00%0.01%0.03%Q3 2020Q3 202311
Lucia Wealth Services, LLC 11110.00%0.01%0.02%Q1 2018Q3 202011
Sheaff Brock Investment Advisors, LLC 610.01%0.05%0.21%Q4 2015Q4 202111
JONES FINANCIAL COMPANIES LLLP 920.00%0.00%0.00%Q2 2013Q3 202311
Integrated Advisors Network LLC 920.01%0.40%1.13%Q4 2019Q3 202311
Briaud Financial Planning, Inc 830.25%4.56%8.89%Q1 2020Q3 202311
Wealth Enhancement & Preservation of GA, LLC 11110.24%0.51%1.96%Q1 2020Q3 202211
IRON Financial LLC 810.12%0.43%2.88%Q1 2015Q4 202011
Clarity Financial LLC 920.45%1.48%2.61%Q4 2020Q3 202311
Sullivan, Bruyette, Speros & Blaney, LLC 740.01%0.01%0.03%Q2 2016Q1 202111
RIDGECREST WEALTH PARTNERS, LLC 11110.16%0.20%0.28%Q1 2021Q3 202311
CMG Global Holdings, LLC 11110.40%0.50%0.62%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.05%0.09%0.14%Q4 2020Q2 202311
Bison Wealth, LLC 11110.01%0.16%0.31%Q4 2019Q2 202211
Perennial Advisors, LLC 710.01%0.01%0.02%Q2 2017Q2 202111
Paradigm, Strategies in Wealth Management, LLC 11110.31%0.48%0.62%Q1 2021Q3 202311
Quad-Cities Investment Group, LLC 830.18%0.21%0.27%Q1 2018Q4 202011
Spire Wealth Management 11110.03%0.15%0.27%Q1 2021Q3 202311
Ten Capital Wealth Advisors, LLC 11110.02%0.40%1.43%Q3 2020Q1 202311
CABANA LLC 910.00%8.65%81.32%Q4 2017Q2 202111
Inscription Capital, LLC 620.01%0.08%0.19%Q4 2018Q4 202211
SG3 Management, LLC 520.00%0.21%1.15%Q4 2018Q4 202111
Colonial River Wealth Management, LLC 830.39%0.88%1.31%Q4 2020Q3 202311
Bard Financial Services, Inc. 11110.03%0.04%0.05%Q4 2020Q2 202311
Symmetry Partners, LLC 410.05%0.57%1.34%Q3 2018Q1 202311
AJ WEALTH STRATEGIES, LLC 11110.07%0.16%0.25%Q4 2020Q2 202311
CREDIT AGRICOLE S A 880.00%0.06%0.21%Q4 2021Q3 202311
Intellectus Partners, LLC 650.01%0.25%0.46%Q3 2017Q2 202011
WP Advisors, LLC 920.01%0.62%0.97%Q2 2018Q3 202311
OLD MISSION CAPITAL LLC 310.00%0.13%0.34%Q2 2017Q2 202311
GRIMES & COMPANY, INC. 11110.01%0.02%0.02%Q1 2021Q3 202311
Berger Financial Group, Inc 11110.05%0.08%0.11%Q4 2020Q2 202311
Catalyst Capital Advisors LLC 920.00%0.04%0.09%Q4 2014Q2 202311
SIMON QUICK ADVISORS, LLC 710.01%0.01%0.03%Q4 2016Q3 202311
Pensionmark Financial Group, LLC 11110.07%0.11%0.15%Q1 2021Q3 202311
Lenox Wealth Management, Inc. 830.00%0.02%0.07%Q2 2017Q2 202011
U S GLOBAL INVESTORS INC 410.00%0.14%0.30%Q3 2013Q3 201911
YorkBridge Wealth Partners, LLC 11110.03%0.03%0.04%Q4 2016Q2 201911
Merit Financial Group, LLC 1010.02%0.06%0.16%Q4 2019Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
One River Asset Management, LLC 440.01%0.09%0.23%Q4 2022Q3 202311
Activest Wealth Management 910.00%0.08%0.10%Q1 2021Q3 202310
ELLIOTT MANAGEMENT CORP 330.58%1.58%3.13%Q2 2017Q4 201910
RiverFront Investment Group, LLC 510.28%1.12%2.20%Q3 2010Q4 201910
Wechter Feldman Wealth Management, Inc. 610.34%9.13%17.00%Q4 2016Q2 202010
COMERICA SECURITIES,INC. 730.05%0.16%0.38%Q2 2020Q3 202310
Giralda Advisors, LLC 732.39%3.53%6.00%Q4 2013Q2 201610
FAYEZ SAROFIM & CO 710.00%0.00%0.00%Q4 2017Q4 202110
Anfield Capital Management, LLC 510.00%1.35%2.94%Q4 2019Q1 202310
San Luis Wealth Advisors LLC 910.25%0.57%0.93%Q4 2020Q3 202310
SYMONS CAPITAL MANAGEMENT INC 10100.16%0.65%0.93%Q2 2019Q3 202110
All Terrain Financial Advisors, LLC 10100.11%0.14%0.16%Q2 2021Q3 202310
Pinnacle Summer Investments, Inc. 10100.00%0.26%0.95%Q2 2013Q3 201510
Berkeley Capital Partners, LLC 410.09%0.16%0.48%Q1 2016Q3 202310
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HARBOUR INVESTMENTS, INC. 640.07%0.12%0.19%Q1 2021Q3 202310
StoneX Group Inc. 310.05%0.26%0.68%Q4 2018Q3 202310
Versant Capital Management, Inc 10100.01%0.01%0.01%Q4 2018Q1 202110
Pettinga Financial Advisors LLC 810.08%0.56%1.14%Q4 2018Q3 202310
FULTON BREAKEFIELD BROENNIMAN LLC 10100.32%0.34%0.36%Q2 2013Q3 201510
Zions Bancorporation, N.A. 10100.01%0.03%0.15%Q4 2018Q1 202110
CEDAR CAPITAL, LLC 510.08%0.43%0.92%Q3 2016Q3 202110
D. E. Shaw & Co., Inc. 310.00%0.05%0.11%Q2 2018Q3 202310
Delphi Private Advisors LLC 910.01%0.03%0.17%Q4 2016Q2 201910
Good Life Advisors, LLC 10100.08%0.11%0.16%Q2 2021Q3 202310
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Global Financial Private Capital, Inc 730.00%0.01%0.04%Q3 2017Q2 202010
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
TRUEWEALTH LLC 10100.01%0.01%0.01%Q1 2018Q2 202010
Alpine Global Management, LLC 210.07%0.43%1.21%Q3 2014Q3 202310
Summit Trail Advisors, LLC 550.08%0.68%1.70%Q3 2020Q3 202310
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BRANDYWINE OAK PRIVATE WEALTH LLC 610.01%0.03%0.05%Q4 2018Q2 202310
Diligent Investors, LLC 10100.08%0.11%0.16%Q2 2021Q3 202310
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CPWM, LLC 420.02%0.08%0.13%Q4 2011Q2 20229
Flagship Private Wealth, LLC 630.02%0.23%0.42%Q4 2020Q2 20239
U.S. Capital Wealth Advisors, LLC 990.02%0.06%0.12%Q3 2021Q3 20239
Citizens National Bank Trust Department 810.04%0.06%0.08%Q4 2020Q3 20239
GeoWealth Management, LLC 510.03%0.33%1.15%Q3 2019Q3 20239
Addison Advisors LLC 810.02%0.05%0.10%Q4 2020Q3 20239
Texas Capital Bank Wealth Management Services Inc 990.03%0.44%0.87%Q3 2021Q3 20239
Vollero Beach Capital Partners LLC 530.30%1.17%2.44%Q4 2013Q2 20169
PATTON ALBERTSON MILLER GROUP, LLC 990.08%0.13%0.17%Q3 2021Q3 20239
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 410.05%0.59%1.81%Q2 2016Q2 20239
Investors Financial Group, LLC 990.26%0.36%0.75%Q4 2019Q4 20219
IPG Investment Advisors LLC 510.16%0.42%0.64%Q3 2016Q3 20219
THOROUGHBRED FINANCIAL SERVICES, LLC 410.03%0.16%0.49%Q4 2018Q1 20239
Fisher Asset Management, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Caprock Group, LLC 810.04%0.05%0.06%Q2 2017Q4 20199
BRR OpCo, LLC 630.04%0.08%0.13%Q3 2019Q3 20229
Covestor Ltd 880.00%0.03%0.06%Q4 2021Q3 20239
Bell Bank 992.35%4.18%5.33%Q3 2019Q3 20219
Point72 Middle East FZE 440.00%0.02%0.05%Q4 2022Q3 20239
EMFO, LLC 990.02%0.07%0.12%Q3 2021Q3 20239
Grandview Asset Management LLC 810.02%0.18%0.33%Q1 2021Q3 20239
Bernardo Wealth Planning LLC 990.20%0.30%0.38%Q4 2018Q4 20209
Maven Securities LTD 210.01%0.24%1.38%Q3 2017Q2 20239
GFS Advisors, LLC 990.05%0.07%0.11%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.10%0.23%Q2 2013Q2 20159
MidWestOne Financial Group, Inc. 990.09%0.29%0.36%Q3 2021Q3 20239
Dougherty Wealth Advisers LLC 990.28%0.54%0.63%Q4 2018Q4 20209
L & S Advisors Inc 410.03%0.25%1.54%Q2 2014Q4 20229
Cerebellum GP, LLC 810.04%0.25%0.30%Q1 2018Q3 20209
SALEM INVESTMENT COUNSELORS INC 990.00%0.03%0.04%Q3 2021Q3 20239
Arcus Capital Partners, LLC 990.09%0.36%0.58%Q2 2019Q2 20219
INVESTMENT HOUSE LLC 540.04%0.07%0.09%Q4 2015Q3 20239
Principle Wealth Partners LLC 810.01%0.02%0.03%Q2 2020Q4 20229
Essex LLC 990.10%0.14%0.16%Q3 2021Q3 20239
Darwin Wealth Management, LLC 720.06%0.14%0.43%Q4 2018Q1 20239
Banco Santander, S.A. 990.00%0.02%0.08%Q1 2018Q1 20209
Castleview Partners, LLC 810.00%0.07%0.36%Q2 2021Q3 20239
CHILTON INVESTMENT CO INC. 990.03%0.04%0.05%Q3 2021Q3 20239
Gerber Kawasaki Wealth & Investment Management 990.02%0.04%0.06%Q3 2021Q3 20239
Advisor Resource Council 990.12%0.81%1.48%Q2 2021Q2 20239
Independent Portfolio Consultants, Inc. 990.03%0.04%0.06%Q2 2014Q2 20169
Centerpoint Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Vickerman Investment Advisors, Inc. 991.04%1.31%1.51%Q3 2021Q3 20239
STONNINGTON GROUP, LLC 990.09%0.15%0.26%Q1 2021Q1 20239
Matisse Capital 990.12%0.23%0.46%Q1 2020Q1 20229
Bristlecone Advisors, LLC 510.00%0.08%0.16%Q4 2015Q1 20239
G&S Capital LLC 510.86%1.80%2.77%Q4 2018Q3 20239
Financial Partners Group, Inc 990.21%0.43%0.73%Q2 2021Q2 20239
SL ADVISORS, LLC 810.12%0.25%0.46%Q2 2016Q3 20189
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.03%0.03%0.04%Q3 2021Q3 20239
Maple Capital Management, Inc. 810.03%0.05%0.06%Q4 2019Q3 20239
Ballew Advisors, Inc 420.02%0.38%0.94%Q1 2018Q2 20219
EAGLE GLOBAL ADVISORS LLC 630.01%0.50%1.26%Q4 2018Q1 20229
QUADRANT CAPITAL GROUP LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Allie Family Office LLC 880.34%0.66%1.87%Q4 2021Q3 20238
NCM Capital Management, LLC 880.14%0.24%0.76%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.16%Q4 2021Q3 20238
Dorsey Wright & Associates 410.77%1.61%3.80%Q1 2016Q2 20228
J2 Capital Management Inc 880.25%0.55%0.82%Q4 2021Q3 20238
Joel Isaacson & Co., LLC 880.00%0.00%0.01%Q1 2015Q4 20168
Wealthfront Advisers LLC 880.00%0.00%0.01%Q4 2021Q3 20238
MBA Advisors LLC 880.98%1.40%1.81%Q3 2021Q2 20238
Danda Trouve Investment Management, Inc. 531.84%3.32%4.88%Q4 2019Q3 20228
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Filbrandt Wealth Management, LLC 880.04%0.05%0.06%Q4 2019Q3 20218
Byrne Asset Management LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.09%0.17%0.30%Q4 2021Q3 20238
Quantitative Advantage, LLC 411.45%2.18%3.36%Q1 2016Q3 20198
Rise Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
HOLDERNESS INVESTMENTS CO 880.08%0.10%0.12%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.02%0.04%0.06%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 881.79%2.06%2.26%Q4 2021Q3 20238
Wealth Advisory Solutions, LLC 530.01%1.09%2.17%Q3 2020Q2 20238
WEALTHCARE CAPITAL MANAGEMENT LLC 710.00%0.00%0.01%Q3 2018Q1 20218
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Laraway Financial Advisors Inc 881.27%1.50%1.66%Q4 2021Q3 20238
STRS OHIO 710.03%0.06%0.18%Q1 2020Q3 20238
Salomon & Ludwin, LLC 510.01%0.02%0.05%Q4 2018Q3 20238
Treynor Bancshares, Inc. 880.17%0.46%0.69%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.41%0.65%0.76%Q4 2021Q3 20238
CHURCHILL MANAGEMENT Corp 210.36%1.23%1.97%Q2 2014Q3 20228
BOSTON PRIVATE BANK & TRUST CO 880.24%0.35%0.58%Q2 2013Q1 20158
Raleigh Capital Management Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Atom Investors LP 410.14%0.58%1.05%Q3 2020Q3 20238
Lion Street Advisors, LLC 880.14%0.20%0.23%Q3 2021Q2 20238
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 410.02%0.60%2.35%Q4 2016Q3 20238
Financial Sense Advisors, Inc. 620.21%0.33%0.49%Q3 2020Q3 20228
MCDANIEL TERRY & CO 410.03%0.04%0.05%Q3 2019Q3 20238
AMF Tjanstepension AB 880.35%0.53%0.71%Q4 2014Q3 20168
Stone Toro Investment Advisers, LP 880.20%1.40%4.06%Q2 2013Q1 20158
Relative Value Partners, LLC 880.04%0.05%0.06%Q2 2013Q1 20158
Graticule Asia Macro Advisors LLC 510.14%1.86%9.23%Q1 2017Q1 20228
US FINANCIAL ADVISORS, LLC 710.06%5.24%10.40%Q4 2014Q4 20208
Mechanics Financial Corp 880.00%0.00%0.01%Q4 2021Q3 20238
Hartford Financial Management Inc. 880.01%0.01%0.01%Q1 2018Q4 20198
West Branch Capital LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Charter Oak Capital Management, LLC 710.01%0.02%0.03%Q4 2020Q1 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.01%0.02%0.04%Q4 2021Q3 20238
NORTHSTAR INVESTMENT ADVISORS LLC 880.04%0.07%0.11%Q3 2019Q2 20218
Cypress Capital Group 880.13%0.17%0.21%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.00%0.51%4.09%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.76%0.97%1.10%Q4 2021Q3 20238
Baron Financial Group, LLC 880.02%0.02%0.03%Q3 2020Q2 20228
Collaborative Wealth Managment Inc. 610.86%1.36%1.64%Q1 2021Q3 20238
Phoenix Holdings Ltd. 610.05%0.13%0.28%Q3 2019Q2 20238
Gary Goldberg Planning Services Inc 880.06%0.09%0.16%Q1 2013Q4 20148
Sterling Capital Management LLC 880.00%0.00%0.00%Q4 2017Q3 20198
Fort Point Capital Partners LLC 660.00%0.58%1.41%Q1 2022Q2 20238
Selective Wealth Management, Inc. 880.01%0.02%0.03%Q4 2020Q3 20228
Intercontinental Wealth Advisors, LLC 620.07%0.14%0.23%Q4 2016Q1 20208
TD Waterhouse Canada Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 880.49%0.55%0.60%Q2 2013Q1 20158
American Financial Advisors, LLC 620.03%0.09%0.16%Q4 2020Q3 20238
MEEDER ASSET MANAGEMENT INC 420.00%0.01%0.05%Q2 2019Q2 20228
BARINGS LLC 880.01%0.03%0.11%Q2 2013Q1 20158
Leisure Capital Management 881.26%1.38%1.51%Q4 2014Q3 20168
TEXAS CAPITAL BANCSHARES INC/TX 620.27%0.61%1.05%Q3 2021Q3 20238
NORWOOD FINANCIAL CORP 880.03%0.03%0.03%Q4 2021Q3 20238
Redhawk Wealth Advisors, Inc. 310.60%2.25%3.22%Q2 2019Q3 20228
Paladin Advisory Group, LLC 880.03%0.09%0.10%Q4 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.30%0.49%0.62%Q2 2013Q1 20158
AlphaCore Capital LLC 420.00%0.09%0.30%Q4 2019Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Ferris Capital, LLC 410.01%0.43%0.65%Q2 2017Q1 20228
Zions Bancorporation 620.00%0.03%0.11%Q2 2016Q3 20188
Virtus Investment Advisers, Inc. 510.06%7.14%16.63%Q2 2013Q4 20168
Live Your Vision, LLC 880.01%0.01%0.02%Q2 2017Q1 20198
Perfromance Wealth Partners, LLC 880.12%0.15%0.21%Q4 2021Q3 20238
Allen Capital Group, LLC 660.00%0.01%0.08%Q4 2020Q1 20228
JMAC ENTERPRISES LLC 880.17%0.24%0.28%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.02%0.09%0.14%Q4 2013Q3 20158
Key Client Fiduciary Advisors, LLC 881.88%2.87%3.85%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.04%0.05%0.06%Q2 2013Q1 20158
Strategic Advisors LLC 410.07%0.44%0.95%Q2 2013Q3 20238
ROCKLAND TRUST CO 610.01%0.05%0.10%Q4 2013Q4 20228
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
Cladis Investment Advisory, LLC 880.41%0.44%0.51%Q4 2021Q3 20238
HOEY INVESTMENTS, INC 880.00%0.00%0.01%Q4 2021Q3 20238
PRIMORIS WEALTH ADVISORS, LLC 880.56%2.17%4.47%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 620.01%0.24%1.03%Q4 2020Q1 20238
RWA WEALTH PARTNERS, LLC 410.01%0.35%0.71%Q3 2017Q3 20238
DRW Securities, LLC 310.01%0.05%0.17%Q2 2013Q3 20238
Accretive Wealth Partners, LLC 710.78%1.60%2.04%Q4 2020Q3 20238
Taylor & Morgan Wealth Management, LLC 880.21%0.31%0.61%Q4 2021Q3 20238
Objective Capital Management, LLC 880.36%0.45%0.54%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.15%0.38%Q4 2021Q3 20238
Stone Point Wealth LLC 880.29%0.41%0.61%Q4 2021Q3 20238
Client First Capital LLC 883.14%6.27%8.56%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 882.75%3.16%3.62%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.36%0.68%1.42%Q4 2020Q3 20238
3D/L Capital Management, LLC 530.12%0.15%0.25%Q1 2021Q3 20238
VisionPoint Advisory Group, LLC 620.04%0.22%0.48%Q4 2020Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.09%0.14%0.23%Q2 2013Q1 20158
Argentus Capital Management, LLC 510.01%0.12%0.20%Q2 2013Q3 20168
Summit Place Financial Advisors, LLC 510.18%1.25%2.10%Q1 2020Q3 20238
Penserra Capital Management LLC 610.00%0.01%0.06%Q2 2019Q3 20238
WINTON GROUP Ltd 510.03%0.38%0.72%Q4 2019Q2 20238
Avior Wealth Management, LLC 510.00%0.01%0.03%Q1 2015Q3 20238
DENVER WEALTH MANAGEMENT, INC. 612.32%5.11%7.74%Q1 2021Q3 20238
HC FINANCIAL ADVISORS INC 530.00%0.01%0.03%Q1 2020Q2 20228
KENFARB & CO. 880.46%0.51%0.55%Q4 2021Q3 20238
TPH Asset Management, LLC 710.05%1.34%4.04%Q3 2013Q4 20158
Retirement Planning Co of New England, Inc. 880.19%0.26%0.32%Q4 2021Q3 20238
Old Port Advisors 880.08%0.09%0.10%Q2 2021Q1 20238
Destiny Wealth Partners, LLC 620.01%0.31%2.40%Q4 2020Q4 20228
Sequent Asset Management, LLC 880.17%0.21%0.24%Q1 2014Q4 20158
Financial Engines Advisors L.L.C. 710.00%0.00%0.00%Q1 2018Q2 20238
Innova Wealth Partners 620.20%3.51%4.23%Q4 2020Q4 20228
Interchange Capital Partners, LLC 610.06%0.35%0.55%Q4 2020Q3 20237
DFPG INVESTMENTS, LLC 520.14%0.66%1.58%Q2 2019Q4 20227
Compagnie Lombard Odier SCmA 430.00%0.00%0.00%Q1 2017Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.04%0.22%Q4 2017Q3 20197
Marathon Trading Investment Management LLC 310.00%0.05%0.21%Q1 2020Q3 20237
ICA Group Wealth Management, LLC 770.04%0.22%0.37%Q1 2022Q3 20237
Altshuler Shaham Ltd 770.02%0.04%0.08%Q4 2018Q2 20207
Tibra Equities Europe Ltd 770.47%1.82%3.70%Q1 2018Q3 20197
HIGHLAND CAPITAL MANAGEMENT, LLC 520.01%0.03%0.04%Q2 2015Q4 20227
Weaver Consulting Group 770.03%0.06%0.12%Q1 2019Q3 20207
Atria Wealth Solutions, Inc. 770.14%0.33%0.46%Q1 2022Q3 20237
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.21%0.23%0.25%Q1 2022Q3 20237
Second Half Financial Partners, LLC 770.18%0.48%0.91%Q1 2022Q3 20237
SFMG, LLC 210.07%1.59%4.52%Q1 2014Q1 20207
Ergoteles LLC 520.02%0.15%0.37%Q1 2021Q1 20237
Eisler Capital (UK) Ltd. 660.04%1.19%4.13%Q2 2021Q3 20227
KG&L Capital Management,LLC 430.09%0.11%0.13%Q4 2021Q3 20237
Lloyd Advisory Services, LLC. 770.00%0.00%0.01%Q3 2020Q1 20227
WELLINGTON MANAGEMENT GROUP LLP 310.00%0.00%0.00%Q1 2016Q1 20237
E&G Advisors, LP 770.06%0.18%0.23%Q1 2022Q3 20237
HARRELL INVESTMENT PARTNERS, LLC 520.75%1.05%1.36%Q4 2019Q3 20237
South Shore Capital Advisors 770.20%0.50%1.20%Q1 2021Q3 20227
NEIRG Wealth Management, LLC 770.72%1.96%2.66%Q4 2021Q2 20237
Eagle Ridge Investment Management 770.02%0.03%0.03%Q4 2021Q2 20237
PICTON MAHONEY ASSET MANAGEMENT 330.01%0.30%0.68%Q1 2016Q3 20177
Bellwether Advisors, LLC 772.74%6.31%9.54%Q3 2021Q1 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Icon Wealth Partners, LLC 610.03%0.07%0.19%Q3 2018Q2 20227
MANCHESTER FINANCIAL INC 610.00%0.03%0.04%Q2 2019Q1 20217
ASPIRIANT, LLC 520.01%0.02%0.03%Q2 2019Q4 20227
Baker Avenue Asset Management, LP 610.00%0.05%0.15%Q4 2013Q3 20237
CUTLER INVESTMENT COUNSEL LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Strengthening Families & Communities, LLC 520.01%0.01%0.02%Q4 2021Q3 20237
L.M. KOHN & COMPANY 770.27%0.34%0.41%Q1 2022Q3 20237
Integrity Financial Corp /WA 770.02%0.05%0.07%Q1 2022Q3 20237
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q3 20227
Mach-1 Financial Group, LLC 410.00%0.02%0.12%Q1 2021Q1 20237
Crosspoint Capital Strategies, LLC 520.01%0.01%0.03%Q4 2013Q4 20157
Lattice Strategies LLC 770.20%0.31%0.41%Q2 2013Q4 20147
Advisory Resource Group 770.11%0.19%0.26%Q1 2019Q3 20207
Blueshift Asset Management, LLC 770.04%0.15%0.27%Q1 2021Q3 20227
FundX Investment Group, LLC 520.09%1.80%3.73%Q1 2016Q4 20197
Busey Bank 520.06%0.30%0.83%Q2 2013Q3 20207
Perella Weinberg Partners Capital Management LP 310.15%1.19%3.11%Q3 2013Q1 20187
Procyon Advisors, LLC 610.01%0.13%0.38%Q2 2020Q2 20237
USCA RIA LLC 320.06%0.11%0.17%Q3 2018Q3 20207
Prentice Wealth Management LLC 320.15%0.23%0.32%Q1 2021Q3 20237
AHL INVESTMENT MANAGEMENT, INC. 430.22%0.31%0.52%Q4 2021Q3 20237
TOWNSQUARE CAPITAL LLC 610.01%0.05%0.11%Q1 2019Q3 20227
Financial & Tax Architects, LLC 770.33%0.48%0.60%Q2 2021Q4 20227
Bank of New Hampshire 770.00%0.00%0.01%Q1 2022Q3 20237
Newton One Investments LLC 770.01%0.01%0.02%Q2 2021Q4 20227
Placemark Investments, Inc. 770.01%0.03%0.08%Q2 2013Q4 20147
Integrated Wealth Management 770.04%0.08%0.11%Q1 2015Q3 20167
WBI INVESTMENTS, LLC 610.04%0.09%0.14%Q3 2017Q1 20227
Advocacy Wealth Management Services, LLC 210.00%0.02%0.08%Q2 2013Q4 20197
DERBY & COMPANY, INC 770.16%0.17%0.18%Q1 2020Q3 20217
Lavaca Capital LLC 410.06%0.12%0.21%Q4 2018Q3 20237
Marquette Asset Management, LLC 770.14%0.16%0.20%Q4 2020Q2 20227
SPX Gestao de Recursos Ltda 310.50%2.53%10.75%Q1 2013Q3 20237
MKT Advisors LLC 770.17%0.24%0.30%Q4 2021Q2 20237
Rafferty Asset Management, LLC 770.03%0.06%0.10%Q2 2017Q4 20187
GREENWOOD GEARHART INC 771.19%1.31%1.48%Q2 2021Q4 20227
PENOBSCOT WEALTH MANAGEMENT 770.67%0.85%0.99%Q1 2022Q3 20237
ARTHUR M. COHEN & ASSOCIATES, LLC 770.04%0.05%0.06%Q4 2021Q2 20237
Weiss Multi-Strategy Advisers LLC 210.02%0.17%0.66%Q4 2013Q2 20227
Bedell Frazier Investment Counselling, LLC 772.33%2.74%3.14%Q1 2022Q3 20237
Vontobel Holding Ltd. 610.00%0.00%0.01%Q3 2021Q3 20237
Forward Management, LLC 410.00%0.22%0.37%Q2 2014Q4 20177
Edge Advisors, LLC 770.02%0.02%0.02%Q4 2016Q2 20187
Tyler-Stone Wealth Management 520.37%0.44%0.53%Q4 2021Q3 20237
TAP Consulting, LLC 610.01%0.62%0.92%Q4 2021Q3 20237
EUDAIMONIA ADVISORS LLC 770.15%0.20%0.28%Q4 2021Q2 20237
Lee Capital Holdings LLC 770.68%2.00%5.69%Q2 2018Q4 20197
HORIZON BANCORP INC /IN/ 410.08%0.20%0.33%Q4 2019Q3 20237
Triumph Capital Management 770.12%0.38%1.03%Q1 2022Q3 20237
Hayden Royal, LLC 610.37%0.64%1.19%Q4 2018Q3 20207
J.Safra Asset Management Corp 772.80%6.69%10.28%Q4 2019Q2 20217
SCHAFER CULLEN CAPITAL MANAGEMENT INC 210.01%0.02%0.04%Q4 2015Q4 20207
GODSEY & GIBB, INC 510.00%0.01%0.02%Q2 2021Q3 20237
Rockbridge Investment Management, LCC 770.05%0.07%0.08%Q2 2020Q4 20217
4J Wealth Management LLC 772.87%3.70%5.58%Q4 2020Q2 20227
Alkeon Capital Management 440.11%1.10%1.86%Q2 2017Q1 20187
Logan Stone Capital, LLC 610.32%1.17%2.06%Q4 2021Q3 20237
UNITED BANK 520.03%0.11%0.15%Q4 2020Q1 20237
BOSTON RESEARCH & MANAGEMENT INC 771.41%1.57%1.76%Q2 2013Q4 20147
Seminole Management Co., Inc. 770.88%2.74%5.95%Q1 2015Q3 20167
Pflug Koory, LLC 770.00%0.00%0.00%Q1 2021Q3 20227
Deane Retirement Strategies, Inc. 310.01%5.14%11.52%Q4 2014Q2 20237
PDT Partners, LLC 610.02%0.15%0.30%Q3 2015Q4 20177
Ahrens Investment Partners LLC 310.03%0.08%0.14%Q1 2019Q1 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.56%1.44%3.46%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.20%0.24%0.28%Q1 2022Q3 20237
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q2 2013Q4 20167
PRINCETON CAPITAL MANAGEMENT LLC 770.00%0.00%0.00%Q1 2018Q3 20197
LEVIN CAPITAL STRATEGIES, L.P. 310.00%0.04%0.12%Q4 2013Q1 20217
PIERSHALE FINANCIAL GROUP, INC. 310.01%0.01%0.03%Q2 2014Q1 20237
Clark Capital Management Group, Inc. 310.06%0.26%0.77%Q1 2016Q3 20227
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Oliver Luxxe Assets LLC 770.12%0.16%0.20%Q3 2018Q1 20207
Rokos Capital Management LLP 520.02%2.77%8.46%Q1 2020Q3 20237
GENERAL ELECTRIC CO 770.04%0.06%0.08%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.14%0.19%Q2 2013Q4 20147
IBEX WEALTH ADVISORS 770.06%0.09%0.11%Q2 2021Q4 20227
LUMINUS MANAGEMENT LLC 210.02%0.55%1.33%Q3 2014Q1 20197
VIRIDIAN RIA, LLC 770.12%3.68%4.77%Q4 2018Q2 20207
Armor Investment Advisors, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.01%0.01%0.02%Q4 2017Q2 20217
Compton Financial Group, LLC 772.02%2.19%2.38%Q1 2022Q3 20237
Secure Asset Management, LLC 520.13%0.62%2.38%Q4 2019Q3 20227
Claraphi Advisory Network, LLC 410.07%0.34%0.58%Q3 2019Q4 20227
HB Wealth Management, LLC 770.00%0.00%0.01%Q4 2021Q2 20237
Hutchin Hill Capital, LP 210.14%0.36%1.46%Q2 2014Q3 20177
COLLECTIVE FAMILY OFFICE LLC 770.33%0.35%0.45%Q4 2020Q2 20227
Risk Paradigm Group, LLC 520.33%1.62%6.05%Q3 2015Q2 20177
STRATEGIC WEALTH MANAGEMENT INC 410.92%2.87%6.55%Q1 2013Q2 20217
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.01%0.02%Q1 2016Q1 20207
TCF National Bank 770.25%0.32%0.37%Q3 2019Q1 20217
New England Investment & Retirement Group, Inc. 410.10%1.88%5.94%Q1 2016Q1 20207
WADE G W & INC 770.01%0.06%0.21%Q1 2022Q3 20237
PBMares Wealth Management LLC 770.07%0.12%0.25%Q1 2022Q3 20237
Thrive Capital Management, LLC 770.13%0.65%0.90%Q1 2022Q3 20237
Spruce Investment Advisors LLC 420.06%1.05%2.29%Q3 2014Q1 20176
Lenox Wealth Advisors, LLC 420.00%0.00%0.00%Q1 2020Q1 20226
BEACONLIGHT CAPITAL, LLC 310.42%4.96%12.77%Q3 2016Q1 20216
Legal & General Group Plc 310.00%0.00%0.00%Q3 2020Q3 20236
InterOcean Capital, LLC 410.02%0.04%0.07%Q2 2016Q2 20206
CONNING INC. 660.01%0.05%0.12%Q2 2013Q3 20146
STUYVESANT CAPITAL MANAGEMENT 423.70%7.72%11.12%Q3 2014Q2 20166
Edmond de Rothschild (Europe) 660.02%0.27%0.56%Q2 2015Q3 20166
Pinkerton Retirement Specialists, LLC 660.01%0.01%0.01%Q2 2017Q3 20186
VEGA ENERGY GP, LLC 6618.37%28.10%33.94%Q2 2016Q3 20176
Banco BTG Pactual S.A. 210.30%4.58%22.35%Q1 2019Q3 20236
PRICE T ROWE ASSOCIATES INC /MD/ 420.00%0.00%0.00%Q1 2019Q3 20206
KMS FINANCIAL SERVICES, INC 660.09%0.13%0.19%Q2 2013Q3 20146
VICTORY CAPITAL MANAGEMENT INC 660.00%0.03%0.04%Q2 2022Q3 20236
MIZUHO SECURITIES USA LLC 210.04%0.56%1.60%Q4 2015Q4 20216
Peachtree Investment Advisors, Inc. 660.17%1.84%3.18%Q4 2013Q1 20156
PLANNING DIRECTIONS INC 660.19%0.77%1.14%Q2 2022Q3 20236
HWG Holdings LP 510.01%0.35%1.07%Q1 2022Q3 20236
AVALON CAPITAL MANAGEMENT 210.44%2.04%3.78%Q2 2013Q3 20166
Fusion Investment Group, LLC 510.19%0.58%1.82%Q4 2013Q2 20156
COASTLAND CAPITAL LLC 210.62%2.20%5.73%Q1 2016Q4 20166
STOCK YARDS BANK & TRUST CO 660.01%0.02%0.02%Q2 2022Q3 20236
Counsel Portfolio Services Inc. 420.42%0.74%1.54%Q2 2014Q2 20166
CAMPBELL CAPITAL MANAGEMENT INC 660.15%0.20%0.32%Q4 2019Q1 20216
REAVES W H & CO INC 110.01%0.03%0.10%Q4 2014Q4 20226
Sageworth Trust Co 510.00%0.03%0.04%Q4 2018Q3 20236
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 510.09%0.25%0.46%Q4 2017Q3 20196
COMMUNITY BANK SYSTEM, INC. 660.01%0.02%0.02%Q2 2013Q3 20146
Ironsides Asset Advisors, LLC 660.14%0.22%0.36%Q2 2022Q3 20236
Tradewinds Capital Management, LLC 510.02%5.12%10.63%Q4 2019Q1 20236
Granite Investment Advisors, LLC 420.04%0.05%0.08%Q1 2017Q4 20196
McAdams Wright Ragen, Inc. 660.04%0.08%0.11%Q2 2013Q3 20146
SHINE INVESTMENT ADVISORY SERVICES INC 660.08%0.15%0.20%Q2 2019Q3 20206
FormulaFolio Investments, LLC 310.00%0.07%0.32%Q2 2017Q2 20216
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.00%0.01%0.03%Q2 2022Q3 20236
First Heartland Consultants, Inc. 410.04%0.12%0.27%Q2 2013Q3 20176
Trexquant Investment LP 210.01%0.09%0.14%Q3 2020Q3 20236
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.00%Q4 2021Q3 20236
Portfolio Strategies Inc 410.49%2.21%6.23%Q1 2014Q2 20176
Sonora Investment Management, LLC 410.00%0.00%0.01%Q2 2018Q3 20216
Intrepid Financial Planning Group LLC 660.74%0.85%0.95%Q2 2022Q3 20236
NOVARE CAPITAL MANAGEMENT LLC 420.03%0.32%0.91%Q1 2016Q3 20236
Moisand Fitzgerald Tamayo, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
CIBC WORLD MARKETS CORP 210.01%0.63%3.34%Q1 2017Q3 20236
Round Table Services, LLC 660.04%0.06%0.09%Q2 2020Q3 20216
First PREMIER Bank 660.00%0.01%0.01%Q2 2022Q3 20236
Lee Capital Management LP 660.56%0.72%0.79%Q4 2016Q1 20186
COWEN AND COMPANY, LLC 210.00%0.04%0.13%Q3 2019Q2 20206
V Wealth Advisors LLC 510.01%0.06%0.08%Q2 2017Q2 20236
Weiss Asset Management LP 210.11%0.67%1.49%Q3 2017Q2 20236
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 310.04%0.48%0.94%Q2 2021Q3 20236
Legacy Private Trust Co. 510.04%0.19%0.32%Q1 2017Q3 20236
GIRARD PARTNERS LTD. 410.02%0.03%0.04%Q3 2018Q3 20226
CWA Asset Management Group, LLC 660.05%0.07%0.09%Q1 2018Q2 20196
WESPAC Advisors SoCal, LLC 510.01%2.34%3.17%Q3 2018Q3 20236
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.01%0.01%0.01%Q4 2015Q1 20176
HORIZON FINANCIAL SERVICES, LLC 510.05%0.12%0.18%Q2 2021Q3 20236
Catamount Wealth Management 660.00%0.01%0.02%Q4 2017Q1 20196
JT Stratford LLC 660.26%0.36%0.66%Q4 2016Q1 20186
PACIFIC FINANCIAL GROUP INC 310.00%0.19%0.48%Q4 2014Q3 20206
Invesco Ltd. 330.00%0.00%0.01%Q2 2013Q4 20186
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.32%3.00%7.62%Q2 2014Q2 20196
Narus Financial Partners, LLC 660.60%0.69%0.80%Q2 2022Q3 20236
Pacific Center for Financial Services 310.00%0.06%0.10%Q4 2016Q3 20236
Jump Financial, LLC 310.07%0.49%0.98%Q3 2020Q2 20236
Avestar Capital, LLC 510.00%0.06%0.10%Q4 2017Q2 20196
Heritage Trust Co 660.00%0.00%0.01%Q3 2017Q4 20186
CFO4Life Group, LLC 660.09%0.13%0.16%Q1 2022Q2 20236
BFSG, LLC 660.05%0.10%0.13%Q2 2022Q3 20236
EverSource Wealth Advisors, LLC 420.00%0.01%0.02%Q4 2021Q3 20236
Meiji Yasuda Life Insurance Co 660.03%0.06%0.10%Q2 2022Q3 20236
Bogart Wealth, LLC 420.00%0.00%0.00%Q3 2021Q3 20236
HYMAN CHARLES D 660.01%0.01%0.02%Q1 2022Q2 20236
Aevitas Wealth Management, Inc. 660.02%0.02%0.02%Q4 2017Q1 20196
INTREPID CAPITAL MANAGEMENT INC /DE/ 661.64%1.93%2.45%Q2 2013Q3 20146
VESTOR CAPITAL, LLC 420.01%0.01%0.01%Q3 2019Q2 20236
PrairieView Partners, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Squar Milner Financial Services LLC 420.00%0.00%0.00%Q3 2018Q1 20206
Aries Wealth Management 660.12%0.16%0.19%Q2 2022Q3 20236
Claybrook Capital, LLC 310.12%1.02%1.65%Q1 2020Q2 20226
Clarus Wealth Advisors 330.02%0.10%0.20%Q2 2018Q4 20196
RETIREMENT INCOME SOLUTIONS, INC 510.06%0.18%0.32%Q4 2021Q2 20236
Investors Research Corp 660.00%0.00%0.01%Q2 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.01%0.04%Q2 2021Q4 20226
Q3 Asset Management 512.62%8.67%12.03%Q3 2018Q2 20226
ExodusPoint Capital Management, LP 410.00%0.08%0.16%Q1 2020Q1 20236
DUALITY ADVISERS, LP 310.55%1.69%3.38%Q4 2018Q4 20206
FNY Investment Advisers, LLC 210.00%0.27%1.32%Q1 2019Q3 20236
Householder Group Estate & Retirement Specialist, LLC 410.12%0.14%0.17%Q4 2021Q3 20236
HHM Wealth Advisors, LLC 420.00%0.00%0.01%Q1 2020Q3 20236
United Capital Management of KS, Inc. 660.13%0.17%0.20%Q3 2018Q4 20196
DUBUQUE BANK & TRUST CO 310.00%0.18%0.57%Q4 2014Q3 20236
Asset Advisors Investment Management, LLC 660.03%0.47%0.59%Q2 2022Q3 20236
Walleye Capital LLC 210.02%0.05%0.12%Q4 2021Q3 20236
Black Diamond Financial, LLC 660.06%0.10%0.11%Q1 2022Q2 20236
Stephens Consulting, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
9258 Wealth Management, LLC 660.09%0.11%0.13%Q2 2022Q3 20236
Outlook Wealth Advisors, LLC 510.10%0.12%0.15%Q4 2018Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
New Millennium Group LLC 660.02%2.59%5.94%Q2 2022Q3 20236
Bay Harbor Wealth Management, LLC 210.00%0.04%0.11%Q4 2018Q3 20226
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 510.01%0.02%0.04%Q2 2020Q2 20236
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
ACUTE INVESTMENT ADVISORY, LLC 421.14%3.81%9.00%Q4 2021Q2 20236
Optimum Quantvest Corp 661.10%1.87%2.91%Q2 2019Q3 20206
Freedman Financial Associates, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Marcum Wealth, LLC 660.05%0.07%0.09%Q2 2022Q3 20236
tru Independence LLC 310.01%0.05%0.07%Q4 2019Q1 20226
Ritter Daniher Financial Advisory LLC / DE 660.00%0.01%0.01%Q2 2022Q3 20236
Cadence Wealth Management LLC 410.19%1.21%5.67%Q1 2021Q3 20236
Red Spruce Capital, LLC 420.34%0.40%0.47%Q4 2019Q4 20236
VERUS CAPITAL PARTNERS, LLC 420.05%0.09%0.24%Q4 2019Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.01%0.01%Q4 2020Q1 20226
One Charles Private Wealth Services, LLC 660.50%0.61%0.86%Q2 2022Q3 20236
Great Diamond Partners, LLC 420.02%0.19%0.26%Q4 2019Q3 20236
SteelPeak Wealth, LLC 420.02%0.05%0.15%Q1 2022Q3 20236
Redwood Financial Network Corp 660.20%0.24%0.27%Q1 2022Q2 20236
Integer Wealth Advisors Group LLC 660.30%0.66%0.92%Q4 2019Q1 20216
DB Wealth Management Group, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Worth Asset Management, LLC 660.02%0.39%1.91%Q1 2022Q2 20236
SEGALL BRYANT & HAMILL, LLC 420.00%0.00%0.00%Q1 2019Q3 20216
Visionary Wealth Advisors 510.04%0.08%0.18%Q4 2021Q3 20236
Wealth Quarterback LLC 220.00%0.64%2.27%Q4 2019Q3 20236
Lokken Investment Group LLC 660.40%0.77%1.16%Q2 2022Q3 20236
AlphaCentric Advisors LLC 510.04%0.07%0.15%Q4 2020Q3 20226
STABLEFORD CAPITAL II LLC 660.41%0.47%0.52%Q3 2021Q4 20226
Ascent Group, LLC 660.03%0.08%0.10%Q2 2022Q3 20236
Laurel Wealth Planning LLC 660.01%0.01%0.01%Q3 2021Q4 20226
Atlas Private Wealth Advisors 660.03%0.03%0.04%Q2 2020Q3 20216
Sunflower Bank, N.A. 660.12%0.14%0.19%Q4 2020Q1 20226
WFA of San Diego, LLC 210.02%0.07%0.10%Q3 2021Q3 20236
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.01%0.22%1.10%Q3 2017Q4 20216
AUGUSTINE ASSET MANAGEMENT INC 660.10%0.26%0.39%Q4 2021Q1 20236
NewSquare Capital LLC 410.00%0.01%0.01%Q3 2013Q2 20236
American Investment Services, Inc. 550.16%0.17%0.18%Q1 2018Q1 20195
MYCIO WEALTH PARTNERS, LLC 310.00%0.01%0.03%Q3 2015Q4 20195
BERKSHIRE ASSET MANAGEMENT LLC/PA 550.01%0.02%0.02%Q3 2022Q3 20235
XY Capital Ltd 110.12%0.56%0.92%Q1 2023Q3 20235
Strategic Asset Management, LLC 550.12%0.47%0.78%Q3 2021Q3 20225
AUA CAPITAL MANAGEMENT, LLC 550.02%0.27%0.81%Q4 2016Q4 20175
GLG Partners LP 550.02%0.33%0.85%Q2 2015Q2 20165
Belmont Capital, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Clearwater Capital Advisors, LLC 410.00%1.31%1.72%Q1 2018Q4 20215
Greystone Financial Group, LLC 550.07%0.15%0.23%Q2 2022Q2 20235
MOULTON WEALTH MANAGEMENT, INC 210.31%3.14%6.08%Q4 2019Q4 20215
TrueWealth Advisors, LLC 550.12%0.18%0.21%Q3 2022Q3 20235
Matthew Goff Investment Advisor, LLC 550.87%2.47%3.37%Q1 2021Q1 20225
Venture Visionary Partners LLC 410.00%0.06%0.12%Q2 2022Q3 20235
Gemmer Asset Management LLC 550.01%0.01%0.01%Q1 2021Q1 20225
ARCH CAPITAL GROUP LTD. 555.22%8.75%13.10%Q4 2020Q4 20215
Cambria Investment Management, L.P. 320.03%0.19%0.44%Q4 2014Q4 20165
PATRON PARTNERS, LLC 550.19%0.22%0.23%Q2 2022Q2 20235
CIM INVESTMENT MANAGEMENT INC 550.79%0.92%1.07%Q3 2022Q3 20235
Annex Advisory Services, LLC 310.01%0.08%0.32%Q2 2013Q2 20235
Greenline Partners, LLC 210.00%0.00%0.00%Q1 2020Q3 20235
CHOREO, LLC 550.04%0.05%0.05%Q1 2017Q1 20185
NWI MANAGEMENT LP 310.07%0.34%0.73%Q1 2016Q4 20175
B&D White Capital Company, LLC 410.00%0.56%1.09%Q4 2020Q1 20235
Alaska Permanent Fund Corp 550.01%0.06%0.17%Q1 2021Q1 20225
Lake Hills Wealth Management, LLC 412.07%4.20%5.61%Q1 2022Q2 20235
NewDay Solutions, LLC 411.56%3.72%5.89%Q4 2018Q1 20205
COLTON GROOME FINANCIAL ADVISORS, LLC 550.10%0.28%0.42%Q3 2022Q3 20235
CYPRESS CAPITAL MANAGEMENT LLC 550.09%0.13%0.15%Q4 2016Q4 20175
DEARBORN PARTNERS LLC 320.01%0.01%0.01%Q3 2019Q4 20205
Seven Springs Wealth Group, LLC 550.03%0.05%0.06%Q1 2020Q1 20215
Graham Capital Management, L.P. 110.02%0.15%0.26%Q3 2013Q4 20225
Visionary Asset Management, Inc. 210.00%0.12%0.25%Q3 2013Q1 20165
Gupta Wealth Management LLC 550.00%0.01%0.01%Q1 2015Q1 20165
D. SCOTT NEAL, INC. 550.90%3.24%5.83%Q2 2022Q2 20235
Bramshill Investments, LLC 210.02%0.17%0.46%Q1 2020Q2 20235
Y-Intercept (Hong Kong) Ltd 110.08%0.19%0.28%Q1 2021Q3 20235
Delta Investment Management, LLC 320.12%0.42%0.96%Q3 2019Q4 20205
Argent Trust Co 550.01%0.02%0.03%Q2 2018Q2 20195
Core Wealth Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Hollow Brook Wealth Management LLC 550.68%1.26%1.95%Q3 2022Q3 20235
Blue Granite Capital, LLC 550.10%0.10%0.11%Q4 2016Q4 20175
Milestone Advisory Partners 552.34%3.41%4.19%Q3 2022Q3 20235
ELEMENT CAPITAL MANAGEMENT LLC 110.15%3.78%12.74%Q4 2016Q3 20205
Wagner Wealth Management, LLC 210.00%0.03%0.06%Q4 2017Q3 20235
Saudi Central Bank 4123.36%35.05%51.14%Q1 2021Q3 20235
Polaris Wealth Advisory Group, LLC 210.00%0.22%0.98%Q2 2017Q3 20195
CAPITAL GUARDIAN TRUST CO 550.00%0.00%0.00%Q1 2016Q1 20175
ARGI Investment Services, LLC 210.01%0.10%0.40%Q4 2013Q4 20225
Carnick & Kubik, LLC 550.50%0.85%0.99%Q1 2015Q1 20165
Congress Wealth Management LLC / DE / 550.01%0.01%0.01%Q4 2021Q4 20225
Harrison & Co Wealth Management, LLC 550.70%0.85%0.96%Q4 2021Q4 20225
Dakota Wealth Management 550.27%0.30%0.33%Q3 2022Q3 20235
IMC-Chicago, LLC 210.01%0.02%0.03%Q1 2019Q3 20215
Executive Wealth Management, LLC 410.04%0.18%0.27%Q4 2018Q1 20235
Human Investing LLC 410.00%0.00%0.00%Q4 2018Q1 20205
Cadent Capital Advisors, LLC 550.14%0.16%0.18%Q2 2022Q2 20235
MACQUARIE GROUP LTD 210.00%0.00%0.00%Q3 2016Q2 20205
STEVENS CAPITAL MANAGEMENT LP 550.10%0.38%1.00%Q3 2021Q3 20225
BALDWIN BROTHERS LLC/MA 550.00%0.00%0.00%Q4 2022Q4 20235
CoreCap Advisors, LLC 550.02%0.45%1.16%Q4 2021Q4 20225
Ferguson Shapiro LLC 321.36%2.37%3.36%Q4 2019Q4 20225
MCKINLEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2016Q3 20175
Horizon Investment Services, LLC 550.92%1.14%1.34%Q1 2022Q1 20235
Financial Services Advisory Inc 410.93%2.20%3.84%Q2 2019Q2 20225
Assured Investment Management LLC 210.15%0.31%0.45%Q2 2013Q2 20175
BOK Financial Private Wealth, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
LINCOLN CAPITAL CORP 551.97%2.38%2.71%Q3 2022Q3 20235
CABOT WEALTH MANAGEMENT INC 550.06%0.07%0.08%Q2 2019Q2 20205
Apexium Financial, LP 550.08%0.09%0.10%Q3 2022Q3 20235
BRAUN STACEY ASSOCIATES INC 320.01%0.01%0.01%Q1 2022Q2 20235
HL FINANCIAL SERVICES LLC 320.03%0.11%0.17%Q1 2016Q1 20195
Resurgent Financial Advisors LLC 410.02%0.12%0.23%Q2 2022Q3 20235
Ziegler Capital Management, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
Hillcrest Wealth Advisors - NY, LLC 550.24%0.24%0.25%Q1 2020Q1 20215
NIEMANN CAPITAL MANAGEMENT INC 211.69%9.06%13.99%Q2 2014Q4 20195
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 550.13%0.20%0.23%Q4 2018Q4 20195
Windsor Creek Advisors, LLC 550.03%0.19%0.61%Q2 2020Q2 20215
PACIFIC CAPITAL WEALTH ADVISORS, INC 550.34%0.36%0.39%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 550.84%1.02%1.16%Q4 2021Q4 20225
Cornerstone Advisory, LLC 410.04%0.59%0.91%Q2 2021Q3 20235
Blue Chip Partners, LLC 410.02%0.03%0.08%Q4 2020Q3 20235
Psagot Value Holdings Ltd. / (Israel) 550.01%0.08%0.20%Q3 2022Q3 20235
SPOT TRADING L.L.C. 220.01%0.05%0.11%Q2 2017Q3 20175
QUANTUM CAPITAL MANAGEMENT 550.01%0.01%0.02%Q3 2019Q3 20205
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
Lodge Hill Capital, LLC 213.84%8.27%12.73%Q1 2016Q1 20195
INVESTORS TRUST INC 550.01%0.19%0.48%Q2 2013Q2 20145
FIRST HORIZON CORP 410.05%0.13%0.29%Q2 2013Q2 20215
Telemetry Investments, L.L.C. 322.21%2.94%3.83%Q3 2015Q4 20205
Precision Wealth Strategies, LLC 551.27%1.71%2.10%Q4 2021Q4 20225
HIGHLAND CAPITAL MANAGEMENT LP 110.00%0.23%0.54%Q2 2016Q2 20185
Kalos Management, Inc. 410.00%0.13%0.24%Q1 2021Q4 20225
DOCK STREET ASSET MANAGEMENT INC 550.32%0.38%0.45%Q3 2021Q3 20225
Geneva Advisors, LLC 410.00%0.02%0.02%Q1 2016Q2 20175
360 Financial, Inc. 550.15%0.18%0.22%Q2 2021Q2 20225
COUNTRY CLUB BANK /GFN 550.02%0.02%0.02%Q3 2022Q3 20235
REUTER JAMES WEALTH MANAGEMENT, LLC 550.09%1.88%2.49%Q4 2021Q4 20225
Cannon Global Investment Management, LLC 211.36%2.69%4.77%Q1 2021Q2 20235
Covalis Capital LLP 413.15%13.72%26.42%Q2 2018Q1 20205
EVERGREEN CAPITAL MANAGEMENT LLC 320.02%0.02%0.02%Q2 2019Q3 20205
ROMANO BROTHERS AND COMPANY 550.03%0.04%0.04%Q3 2022Q3 20235
Passport Capital, LLC 210.04%0.23%0.84%Q3 2013Q3 20165
Tidal Investments LLC 550.01%0.01%0.01%Q1 2022Q1 20235
National Wealth Management Group, LLC 550.21%0.51%0.64%Q1 2022Q1 20235
Bank of Marin 410.19%0.34%0.43%Q2 2022Q3 20235
Altium Wealth Management LLC 550.13%0.27%0.37%Q4 2018Q4 20195
STERNE AGEE GROUP, INC. 550.16%0.47%0.89%Q2 2013Q2 20145
DONALDSON CAPITAL MANAGEMENT, LLC 410.03%0.04%0.05%Q4 2015Q4 20225
Sculptor Capital LP 110.03%0.14%0.30%Q2 2013Q3 20185
WealthPlan Investment Management, LLC 410.02%0.02%0.03%Q1 2022Q2 20235
Asset Management One Co., Ltd. 410.00%0.01%0.01%Q4 2021Q1 20235
Cullen Capital Management, LLC 210.01%0.03%0.10%Q4 2021Q3 20235
BNC WEALTH MANAGEMENT, LLC 550.16%0.21%0.25%Q2 2022Q2 20235
McAdam, LLC 320.04%0.08%0.11%Q2 2022Q3 20235
BARRETT & COMPANY, INC. 550.00%0.00%0.01%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.04%0.07%0.13%Q4 2016Q4 20175
Blume Capital Management, Inc. 550.03%0.04%0.07%Q4 2013Q4 20145
Kercheville Advisors, LLC 440.52%0.73%1.03%Q1 2022Q4 20224
Farther Finance Advisors, LLC 440.03%0.08%0.12%Q4 2022Q3 20234
Per Stirling Capital Management, LLC. 440.08%0.10%0.11%Q4 2022Q3 20234
Veracity Capital LLC 220.10%0.25%0.65%Q4 2019Q3 20224
Trilogy Capital Inc. 210.02%0.78%1.71%Q1 2020Q1 20234
HMS Capital Management, LLC 220.20%0.34%0.54%Q3 2019Q4 20194
Simplicity Wealth,LLC 440.36%0.48%0.59%Q4 2021Q3 20224
Shay Capital LLC 110.04%0.12%0.21%Q3 2021Q3 20234
Arthur Zaske & Associates, LLC 310.66%0.83%1.02%Q3 2016Q4 20174
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q3 2022Q2 20234
Sebold Capital Management, Inc. 440.18%0.22%0.31%Q4 2022Q3 20234
MFA WEALTH ADVISORS, LLC 440.08%0.09%0.10%Q2 2021Q1 20224
PETRA FINANCIAL ADVISORS INC 440.24%0.46%0.91%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.60%0.69%0.84%Q4 2022Q3 20234
JUMP TRADING, LLC 310.06%0.38%1.18%Q2 2019Q2 20204
ROBERTSON STEPHENS ADVISORS LLC 440.87%1.16%1.61%Q4 2016Q3 20174
TOWER TRUST Co 440.38%0.41%0.43%Q2 2013Q1 20144
Vivaldi Capital Management LP 310.04%0.06%0.06%Q2 2020Q4 20224
Strait & Sound Wealth Management LLC 440.26%0.35%0.47%Q4 2022Q3 20234
Crewe Advisors LLC 110.00%0.02%0.07%Q4 2017Q4 20224
FIRST HAWAIIAN BANK 310.00%0.00%0.01%Q3 2018Q1 20234
Almanack Investment Partners, LLC. 440.05%0.07%0.09%Q1 2017Q4 20174
Capital One Investing, Inc. 440.30%0.30%0.32%Q4 2018Q3 20194
SAWGRASS ASSET MANAGEMENT LLC 440.03%0.04%0.04%Q2 2022Q1 20234
Independence Advisors, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
PERSONAL CFO SOLUTIONS, LLC 220.34%0.41%0.55%Q3 2019Q4 20224
WMG Financial Advisors, LLC 440.18%0.23%0.27%Q3 2022Q2 20234
Gateway Wealth Partners, LLC 440.52%0.55%0.59%Q4 2022Q3 20234
SILVERLAKE WEALTH MANAGEMENT LLC 220.11%0.22%0.35%Q4 2021Q3 20234
Providence Capital Advisors, LLC 110.00%0.01%0.03%Q2 2019Q2 20214
Hefty Wealth Partners 441.86%2.02%2.08%Q1 2017Q4 20174
REDWOOD CAPITAL MANAGEMENT, LLC 440.29%0.46%0.76%Q1 2020Q4 20204
Li Winifred I 440.02%0.02%0.02%Q2 2013Q1 20144
COHEN LAWRENCE B 440.67%0.81%0.92%Q3 2022Q2 20234
KHP Capital, LLC 440.58%0.59%0.60%Q4 2017Q3 20184
ATHERTON LANE ADVISERS, LLC 440.02%0.03%0.03%Q2 2014Q1 20154
Fortis Group Advisors, LLC 310.11%0.68%1.20%Q3 2020Q3 20234
Family Investment Center, Inc. 440.15%1.00%3.12%Q4 2022Q3 20234
TCWP LLC 310.04%0.05%0.06%Q4 2021Q4 20224
O'ROURKE & COMPANY, Inc 310.14%0.16%0.19%Q1 2022Q1 20234
CETERA INVESTMENT MANAGEMENT LLC 310.24%0.34%0.49%Q1 2016Q1 20174
MARINER INVESTMENT GROUP LLC 210.00%0.06%0.22%Q3 2013Q4 20174
Fulcrum Equity Management 210.04%0.34%0.84%Q3 2019Q3 20224
Grove Bank & Trust 440.00%0.01%0.01%Q4 2015Q3 20164
McGlone Suttner Wealth Management, Inc. 440.17%0.22%0.29%Q4 2022Q3 20234
Nokota Management, LP 112.01%2.61%3.13%Q4 2016Q1 20194
Julex Capital Management, LLC 447.44%10.34%13.82%Q4 2018Q3 20194
BEACON INVESTMENT ADVISORY SERVICES, INC. 440.02%0.03%0.03%Q1 2018Q4 20184
Stanford Investment Group, Inc. 220.01%0.04%0.08%Q4 2014Q2 20164
Ifrah Financial Services, Inc. 440.09%0.13%0.14%Q1 2022Q4 20224
Dorsey & Whitney Trust CO LLC 220.08%0.11%0.13%Q2 2013Q3 20184
Prostatis Group LLC 110.02%1.31%2.64%Q2 2021Q2 20234
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Truvestments Capital LLC 210.00%0.02%0.06%Q3 2018Q3 20224
Bridgewater Wealth & Financial Management, LLC 440.08%0.08%0.08%Q1 2016Q4 20164
Richard C. Young & CO., LTD. 210.09%0.28%0.54%Q2 2013Q4 20224
Phillips Wealth Planners LLC 440.35%0.60%0.77%Q4 2022Q3 20234
Stockman Wealth Management, Inc. 440.13%0.19%0.22%Q4 2022Q3 20234
Galvin, Gaustad & Stein, LLC 440.07%0.08%0.08%Q4 2020Q3 20214
Laurion Capital Management LP 110.03%0.19%0.55%Q2 2015Q4 20164
TradeLink Capital LLC 110.83%4.56%12.52%Q2 2015Q2 20234
Hudson Bay Capital Management LP 110.01%0.06%0.10%Q2 2016Q2 20234
1 NORTH WEALTH SERVICES LLC 225.23%5.49%5.73%Q4 2018Q4 20194
Granite Bay Wealth Management, LLC 442.02%2.75%3.69%Q4 2022Q3 20234
FEDERATED HERMES, INC. 440.00%0.00%0.00%Q4 2019Q3 20204
Y.D. More Investments Ltd 440.00%0.00%0.01%Q4 2022Q3 20234
Oxinas Partners Wealth Management LLC 440.82%0.89%0.97%Q2 2022Q1 20234
FNY Managed Accounts LLC 210.00%0.04%0.12%Q1 2015Q1 20174
Hamilton Wealth, LLC 440.53%0.63%0.74%Q4 2021Q3 20224
Family Asset Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Strategic Investment Advisors / MI 220.12%0.17%0.27%Q4 2018Q3 20224
Evolution Wealth Advisors, LLC 310.00%0.01%0.02%Q4 2019Q2 20214
Cynosure Group, LLC 440.20%0.21%0.22%Q2 2019Q1 20204
Betterment LLC 220.00%0.00%0.00%Q2 2022Q3 20234
Global Wealth Strategies & Associates 440.01%0.01%0.02%Q4 2022Q3 20234
Capitol Family Office, Inc. 444.54%5.64%6.40%Q4 2022Q3 20234
TimeScale Financial, Inc. 440.00%0.01%0.01%Q2 2019Q1 20204
Pallas Capital Advisors LLC 220.04%0.07%0.11%Q3 2021Q3 20234
McGowan Group Asset Management, Inc. 440.03%0.06%0.07%Q1 2022Q4 20224
MONECO Advisors, LLC 440.08%0.10%0.15%Q4 2022Q3 20234
PRUDENT INVESTORS NETWORK, INC. 442.10%2.88%4.92%Q4 2022Q3 20234
JDM Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sharper & Granite LLC 440.59%0.65%0.70%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.01%0.01%0.02%Q2 2020Q2 20214
TECTONIC ADVISORS LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Alaethes Wealth LLC 440.02%0.02%0.02%Q2 2021Q1 20224
GREAT WEST LIFE ASSURANCE CO /CAN/ 210.00%0.01%0.02%Q4 2014Q4 20174
Cedar Brook Financial Partners, LLC 440.14%0.16%0.19%Q4 2018Q3 20194
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.01%0.01%0.02%Q3 2018Q2 20194
Summit Financial Wealth Advisors, LLC 440.06%0.09%0.10%Q4 2014Q3 20154
Nalls Sherbakoff Group, LLC 310.43%0.53%0.73%Q4 2018Q3 20234
Advisor OS, LLC 310.58%0.71%0.94%Q4 2020Q4 20224
MITCHELL MCLEOD PUGH & WILLIAMS INC 440.08%0.10%0.11%Q4 2022Q3 20234
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.13%0.34%Q3 2013Q2 20204
Piscataqua Savings Bank 440.02%0.02%0.02%Q4 2022Q3 20234
GTS SECURITIES LLC 220.03%0.27%0.91%Q2 2023Q3 20234
AEGON USA Investment Management, LLC 310.00%0.00%0.01%Q4 2013Q4 20144
WELCH CAPITAL PARTNERS LLC/NY 441.90%2.05%2.41%Q1 2017Q4 20174
Brendel Financial Advisors LLC 310.94%2.08%3.19%Q2 2022Q3 20234
Ensign Peak Advisors, Inc 210.01%0.03%0.04%Q2 2022Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Kades & Cheifetz LLC 440.32%0.37%0.42%Q4 2022Q3 20234
Teamwork Financial Advisors, LLC 220.11%0.13%0.17%Q3 2022Q3 20234
Colonial Trust Co / SC 440.00%0.01%0.01%Q4 2022Q3 20234
TruWealth Advisors, LLC 440.38%0.52%0.58%Q3 2022Q2 20234
Corient Private Wealth LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Prestige Wealth Management Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GAMCO INVESTORS, INC. ET AL 440.00%0.00%0.00%Q1 2019Q4 20194
Cornerstone Wealth Group, LLC 310.11%0.62%1.62%Q2 2021Q1 20234
Strategic Capital Alternatives LLC 310.01%0.01%0.02%Q3 2014Q3 20154
EXCHANGE TRADED CONCEPTS, LLC 311.06%1.47%1.74%Q4 2020Q4 20234
Ignite Planners, LLC 440.07%0.47%0.90%Q4 2022Q3 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.00%0.01%Q4 2015Q4 20164
Golden State Wealth Management, LLC 310.02%0.02%0.02%Q1 2019Q1 20204
Coppell Advisory Solutions LLC 210.02%0.15%0.49%Q4 2020Q3 20234
Core Alternative Capital 310.00%0.15%0.34%Q2 2022Q3 20234
Elite Wealth Management, Inc. 110.10%1.74%5.85%Q1 2013Q4 20174
Raub Brock Capital Management LP 440.04%0.05%0.08%Q2 2020Q1 20214
INFRASTRUCTURE CAPITAL ADVISORS, LLC 330.06%0.52%1.50%Q3 2019Q1 20204
IEQ CAPITAL, LLC 220.01%0.01%0.03%Q2 2022Q3 20234
BARDIN HILL MANAGEMENT PARTNERS LP 310.04%0.09%0.19%Q3 2014Q4 20214
FWL INVESTMENT MANAGEMENT, LLC 310.00%0.01%0.01%Q3 2022Q3 20234
ALETHEA CAPITAL MANAGEMENT, LLC 440.49%0.83%1.51%Q4 2014Q3 20154
AGF MANAGEMENT LTD 440.06%0.06%0.07%Q4 2022Q3 20234
Privium Fund Management (UK) Ltd 441.03%1.14%1.21%Q4 2022Q3 20234
Savior LLC 440.00%0.00%0.00%Q3 2020Q2 20214
FNY Partners Fund LP 220.00%0.01%0.03%Q4 2016Q1 20184
Syntal Capital Partners, LLC 440.07%0.20%0.38%Q2 2014Q1 20154
TRANSATLANTIQUE PRIVATE WEALTH LLC 440.11%0.13%0.14%Q4 2022Q3 20234
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 440.06%0.17%0.27%Q2 2013Q1 20144
Connolly Sarah T. 440.54%0.57%0.62%Q3 2022Q2 20234
Sourcerock Group LLC 440.33%0.78%1.22%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.82%1.08%1.50%Q4 2022Q3 20234
Maryland State Retirement & Pension System 440.77%0.90%1.17%Q4 2022Q3 20234
ESG Planning 440.64%1.03%1.19%Q1 2022Q4 20224
Lumbard & Kellner, LLC 440.17%0.20%0.22%Q4 2020Q3 20214
Mid-American Wealth Advisory Group, Inc. 220.31%2.34%4.33%Q4 2021Q3 20234
Eisler Capital (US) LLC 220.01%0.06%0.15%Q2 2023Q3 20234
Willingdon Wealth Management 440.37%0.93%1.50%Q2 2019Q1 20204
Pension Partners, LLC 210.53%1.61%2.44%Q2 2014Q4 20154
AMJ Financial Wealth Management 210.09%2.20%7.70%Q4 2019Q3 20224
JOYN Advisors, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.02%0.03%0.04%Q4 2018Q4 20194
Mayfair Advisory Group, LLC 440.24%0.28%0.30%Q2 2022Q1 20234
Navigation Wealth Management, Inc. 440.03%0.18%0.40%Q2 2021Q1 20224
Salient Capital Advisors, LLC 440.01%0.01%0.01%Q4 2014Q3 20154
F-Squared Investment Management, LLC 210.10%0.44%1.02%Q2 2013Q4 20144
Bank Julius Baer & Co. Ltd, Zurich 310.00%0.00%0.00%Q4 2020Q4 20214
Alta Wealth Advisors LLC 440.20%0.22%0.24%Q2 2022Q1 20234
AMERICAN CENTURY COMPANIES INC 210.00%0.00%0.01%Q2 2020Q4 20224
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 442.52%3.26%3.65%Q2 2016Q1 20174
Asset Allocation Strategies LLC 442.78%3.13%3.79%Q4 2022Q3 20234
BHF Kleinwort Benson Group S.A. 440.00%0.01%0.01%Q2 2014Q1 20154
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Fortune 45 LLC 440.34%1.92%2.49%Q2 2022Q1 20234
Aristides Capital LLC 220.10%0.46%0.84%Q1 2020Q3 20234
Nvest Financial, LLC 440.27%0.73%0.96%Q4 2022Q3 20234
Fullerton Fund Management Co Ltd. 310.22%0.38%0.54%Q1 2022Q1 20234
Tourbillon Capital Partners, L.P. 110.97%1.54%2.87%Q1 2014Q1 20174
Beaumont Capital Management, LLC 210.18%3.21%6.72%Q4 2020Q4 20224
CITY NATIONAL BANK 440.07%0.13%0.21%Q4 2014Q3 20154
ADAMS DIVERSIFIED EQUITY FUND, INC. 210.31%0.63%1.47%Q3 2013Q3 20204
TITLEIST CAPITAL, LLC 310.14%0.19%0.25%Q4 2021Q4 20224
LOEB PARTNERS CORP 220.14%0.29%0.49%Q3 2015Q4 20184
Worth Venture Partners, LLC 440.03%0.05%0.08%Q3 2018Q2 20194
MATHER GROUP, LLC. 440.00%0.01%0.02%Q3 2022Q2 20234
Black Swift Group, LLC 210.32%1.00%1.36%Q1 2020Q4 20224
CONNABLE OFFICE INC 440.26%0.27%0.28%Q2 2022Q1 20234
Rotella Capital Management, Inc. 220.32%0.59%1.05%Q2 2013Q2 20144
FRANKLIN STREET ADVISORS INC /NC 440.06%0.46%0.70%Q4 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 210.21%0.35%0.69%Q3 2015Q4 20184
WESTWOOD HOLDINGS GROUP INC 220.00%0.02%0.08%Q3 2016Q1 20204
HARVEST GROUP WEALTH MANAGEMENT, LLC 310.00%0.00%0.01%Q3 2019Q1 20224
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.42%1.61%Q4 2021Q3 20234
Glenview Trust Co 440.01%0.02%0.03%Q2 2022Q1 20234
Halpern Financial, Inc. 310.00%0.02%0.03%Q4 2019Q4 20214
JB Capital LLC 330.03%0.04%0.05%Q3 2021Q1 20223
PETREDIS INVESTMENT ADVISORS LLC 330.58%0.69%0.82%Q4 2022Q2 20233
New England Capital Financial Advisors LLC 330.01%0.01%0.02%Q4 2022Q2 20233
Beacon Pointe Wealth Advisors, LLC 330.04%0.05%0.06%Q2 2019Q4 20193
CARDEROCK CAPITAL MANAGEMENT INC 110.01%0.02%0.02%Q1 2014Q1 20233
GUGGENHEIM CAPITAL LLC 330.00%0.00%0.00%Q2 2013Q4 20133
BBT Capital Management, LLC 210.10%0.25%0.49%Q2 2013Q2 20143
Visium Asset Management, LP 210.01%0.02%0.04%Q2 2013Q2 20153
Gallagher Fiduciary Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
East Coast Asset Management, LLC. 330.03%0.04%0.04%Q4 2012Q2 20133
Midwest Financial Group LLC 330.36%0.46%0.63%Q1 2023Q3 20233
CBIZ Investment Advisory Services, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
Cumberland Partners Ltd 330.04%0.06%0.09%Q1 2022Q3 20223
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
PICTET ASSET MANAGEMENT SA 330.00%0.00%0.00%Q2 2022Q4 20223
Daiwa Securities Group Inc. 110.00%0.01%0.03%Q3 2013Q2 20233
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Capital Square, LLC 210.14%0.18%0.22%Q4 2019Q1 20223
Bay Rivers Group 112.44%3.09%3.78%Q1 2020Q4 20223
Delek Group, Ltd. 330.18%0.25%0.34%Q4 2018Q2 20193
BIVIN & ASSOCIATES, INC. 330.03%0.04%0.04%Q4 2021Q2 20223
Kingfisher Capital LLC 330.56%0.60%0.63%Q1 2015Q3 20153
SCHNIEDERS CAPITAL MANAGEMENT LLC 330.05%0.05%0.05%Q3 2021Q1 20223
TIEDEMANN ADVISORS, LLC 330.06%0.07%0.08%Q4 2020Q2 20213
Family Firm, Inc. 330.06%0.06%0.06%Q4 2020Q2 20213
FIRST COMMUNITY TRUST NA 330.01%0.01%0.02%Q4 2021Q2 20223
Balboa Wealth Partners 210.08%0.20%0.27%Q3 2022Q2 20233
ONTARIO TEACHERS PENSION PLAN BOARD 210.11%0.75%1.08%Q3 2015Q1 20213
NIPPON LIFE INSURANCE CO 330.64%0.73%0.79%Q3 2016Q1 20173
QUATTRO FINANCIAL ADVISORS LLC 330.34%0.36%0.38%Q1 2023Q3 20233
NatWest Group plc 330.00%0.01%0.01%Q2 2013Q4 20133
Centerbridge Partners 334.58%10.76%15.58%Q3 2015Q1 20163
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2013Q3 20143
ST GERMAIN D J CO INC 330.00%0.01%0.02%Q2 2023Q4 20233
Lombard Odier Asset Management (USA) Corp 110.02%0.26%0.38%Q4 2020Q4 20203
3D ASSET MANAGEMENT, INC 330.07%0.08%0.11%Q1 2020Q3 20203
LMR Partners LLP 210.06%0.86%2.44%Q2 2016Q3 20233
ROVIN CAPITAL /UT/ /ADV 330.10%0.13%0.18%Q2 2022Q4 20223
Strategic Value Partners, LLC 215.83%10.39%16.30%Q3 2019Q4 20213
Moss Adams Wealth Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
RE Dickinson Investment Advisors, LLC 330.00%0.01%0.02%Q4 2021Q2 20223
LGT Financial Advisors LLC 210.24%0.25%0.26%Q4 2022Q3 20233
Stone House Investment Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MENORA MIVTACHIM HOLDINGS LTD. 330.02%0.03%0.04%Q1 2023Q3 20233
Waratah Capital Advisors Ltd. 210.46%0.56%0.73%Q3 2022Q3 20233
Glen Harbor Capital Management LLC 330.01%0.03%0.04%Q1 2017Q3 20173
Beacon Capital Management, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
Royal Harbor Partners, LLC 210.23%0.26%0.28%Q3 2021Q2 20233
Future Financial Wealth Managment LLC 210.01%0.30%0.87%Q4 2021Q1 20233
Caption Management, LLC 110.01%0.08%0.17%Q1 2022Q3 20223
Allegis Investment Advisors, LLC 110.00%0.03%0.08%Q4 2015Q2 20173
Capital Wealth Planning, LLC 110.01%0.10%0.27%Q2 2017Q4 20203
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2019Q3 20203
Altus Wealth Management, LLC 332.88%3.06%3.17%Q4 2020Q2 20213
Symmetry Investments LP 210.08%0.64%1.55%Q2 2022Q3 20233
Hamilton Point Investment Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q3 20233
JSF Financial, LLC 330.19%1.35%2.02%Q1 2023Q3 20233
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 330.31%1.11%1.53%Q1 2020Q3 20203
Destiny Capital Corp/CO 330.57%0.63%0.66%Q4 2022Q2 20233
MAGNOLIA CAPITAL MANAGEMENT LTD 330.06%0.06%0.07%Q1 2023Q3 20233
PFG Investments, LLC 330.20%0.22%0.25%Q1 2023Q3 20233
Bragg Financial Advisors, Inc 330.01%0.01%0.01%Q4 2022Q2 20233
Moneda S.A. Administradora General de Fondos 330.17%0.21%0.25%Q2 2022Q4 20223
Stratos Investment Management, LLC 330.13%0.18%0.21%Q1 2019Q3 20193
H&H Retirement Design & Management INC 332.05%2.18%2.26%Q1 2023Q3 20233
Vestpro Financial Partners, Inc. dba CPF Texas 210.42%0.67%1.14%Q4 2017Q3 20183
Empirical Asset Management, LLC 331.80%1.96%2.09%Q1 2022Q3 20223
Pine Valley Investments Ltd Liability Co 330.02%0.03%0.04%Q1 2023Q3 20233
Astor Investment Management LLC 330.43%0.44%0.46%Q3 2017Q1 20183
Wayfinding Financial, LLC 332.52%2.86%3.23%Q1 2023Q3 20233
LVM CAPITAL MANAGEMENT LTD/MI 330.08%0.09%0.10%Q2 2013Q4 20133
MIRABELLA FINANCIAL SERVICES LLP 110.03%0.42%0.90%Q3 2021Q1 20233
Sather Financial Group Inc 330.06%0.07%0.07%Q3 2019Q1 20203
FLPUTNAM INVESTMENT MANAGEMENT CO 210.01%0.02%0.04%Q1 2020Q2 20223
1776 Wealth LLC 330.07%0.07%0.07%Q4 2019Q2 20203
Truadvice, LLC 110.09%0.89%1.92%Q2 2022Q3 20233
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2017Q3 20183
Garrison Asset Management, LLC 330.21%0.24%0.32%Q2 2014Q4 20143
Tyers Asset Management LLC 330.03%0.05%0.09%Q1 2017Q3 20173
West Financial Advisors, LLC 330.42%0.43%0.45%Q1 2022Q3 20223
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 330.02%0.02%0.02%Q4 2015Q2 20163
New England Private Wealth Advisors LLC 330.15%0.26%0.32%Q1 2014Q3 20143
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
Howard Capital Management Group, LLC 330.03%0.05%0.07%Q1 2023Q3 20233
Altavista Wealth Management, Inc. 210.06%0.07%0.08%Q3 2019Q4 20213
Private Advisory Group LLC 210.27%0.38%0.60%Q4 2020Q3 20223
City Financial Investment Co Ltd 110.70%1.59%2.81%Q4 2017Q3 20183
FRONTIER INVESTMENT MGMT CO 330.11%0.11%0.11%Q3 2013Q1 20143
Greenwich Wealth Management LLC 330.03%0.06%0.09%Q2 2022Q4 20223
Park Place Capital Corp 330.01%0.01%0.01%Q4 2022Q2 20233
Allred Capital Management, LLC 110.00%0.04%0.12%Q4 2019Q2 20233
Lindbrook Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
HBK INVESTMENTS L P 210.31%0.37%0.41%Q1 2017Q3 20223
Optiver Holding B.V. 210.00%0.00%0.00%Q1 2022Q3 20233
Global X Management CO LLC 210.04%0.11%0.23%Q1 2016Q3 20173
Kabarec Financial Advisors, Ltd. 331.54%1.62%1.70%Q4 2017Q2 20183
Edge Capital Group, LLC 330.02%0.02%0.02%Q2 2019Q4 20193
SageGuard Financial Group, LLC 330.81%0.82%0.83%Q4 2020Q2 20213
ZACKS INVESTMENT MANAGEMENT 210.01%0.01%0.01%Q2 2021Q1 20223
Novak Financial Planning, LLC 330.80%0.88%0.93%Q4 2020Q2 20213
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Aspire Private Capital, LLC 330.00%0.02%0.04%Q4 2018Q2 20193
CIBC Asset Management Inc 330.07%0.09%0.11%Q1 2022Q3 20223
SMITH HAYES Advisers, Inc 330.08%0.13%0.21%Q3 2014Q1 20153
Artemis Wealth Advisors, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Clientfirst Wealth Management, LLC 330.26%0.31%0.42%Q4 2021Q2 20223
Blue Sky Asset Management, LLC 330.59%1.17%1.80%Q3 2018Q1 20193
Keeler Thomas Management LLC 330.24%0.29%0.33%Q3 2019Q1 20203
Field & Main Bank 110.00%0.01%0.01%Q4 2013Q3 20233
RIA Advisory Group LLC 330.13%0.14%0.16%Q1 2023Q3 20233
Elequin Capital, LP 210.02%0.11%0.16%Q4 2022Q3 20233
Genesis Wealth Advisors, LLC 330.12%0.20%0.26%Q4 2014Q2 20153
PEAK FINANCIAL ADVISORS LLC 331.69%3.26%4.24%Q1 2022Q3 20223
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
PORTOLA GROUP INC /CA 331.32%1.42%1.48%Q4 2014Q2 20153
Alyeska Investment Group, L.P. 110.04%0.57%1.54%Q1 2015Q3 20233
Pinnacle Wealth Management Group, Inc. 331.18%1.22%1.26%Q2 2021Q4 20213
Old North State Trust, LLC 210.00%0.01%0.01%Q3 2018Q1 20233
CI Global Investments Inc. 330.00%0.03%0.06%Q1 2018Q3 20183
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
Vantage Financial Partners Ltd., Inc. 112.21%2.67%3.19%Q1 2017Q3 20233
Lloyds Banking Group plc 210.00%0.01%0.03%Q2 2013Q2 20143
TKG Advisors, LLC 211.31%1.87%2.56%Q2 2022Q3 20233
Chicago Wealth Management, Inc. 215.38%6.56%7.19%Q3 2022Q2 20233
SageView Advisory Group, LLC 330.03%0.05%0.06%Q1 2023Q3 20233
BW Gestao de Investimentos Ltda. 211.54%4.33%9.78%Q4 2022Q3 20233
Strategic Financial Concepts, LLC 330.08%0.12%0.16%Q1 2023Q3 20233
CORBYN INVESTMENT MANAGEMENT INC/MD 330.41%0.60%0.85%Q2 2020Q4 20203
First Allied Asset Management, Inc. 110.03%0.29%0.75%Q2 2013Q4 20143
SEARLE & CO. 330.01%0.09%0.21%Q4 2014Q2 20153
STEADFAST CAPITAL MANAGEMENT LP 110.47%0.62%0.80%Q2 2019Q2 20213
Level Financial Advisors 330.03%0.04%0.04%Q1 2023Q3 20233
P SCHOENFELD ASSET MANAGEMENT LP 211.25%2.00%2.57%Q1 2016Q4 20173
Leonard Capital Management, Inc. 210.86%2.11%4.55%Q1 2015Q4 20153
Financial Advisors Network, Inc. 330.05%0.09%0.12%Q3 2021Q1 20223
Crew Capital Management, Ltd. 330.56%1.45%2.11%Q1 2023Q3 20233
Neuburgh Advisers LLC 330.04%0.09%0.14%Q1 2017Q3 20173
TITLEIST ASSET MANAGEMENT, LLC 330.21%0.36%0.45%Q1 2023Q3 20233
Islet Management, LP 210.61%0.90%1.28%Q1 2020Q1 20223
Atomi Financial Group, Inc. 330.23%0.28%0.31%Q1 2023Q3 20233
OXFORD FINANCIAL GROUP, LTD. LLC 210.00%0.00%0.00%Q2 2021Q1 20223
Intrua Financial, LLC 330.08%0.12%0.16%Q1 2022Q3 20223
Rosenbaum Jay D. 330.71%0.76%0.80%Q4 2022Q2 20233
MASTERS CAPITAL MANAGEMENT LLC 210.52%1.02%1.29%Q1 2016Q2 20173
PHILADELPHIA TRUST CO 330.03%0.03%0.04%Q1 2020Q3 20203
Euclid Advisors LLC 112.68%4.00%5.71%Q2 2013Q4 20143
HONEYWELL INTERNATIONAL INC 211.18%1.74%2.42%Q4 2016Q3 20183
Kidder Stephen W 330.10%0.18%0.22%Q1 2016Q3 20163
GenTrust, LLC 330.11%0.16%0.21%Q1 2019Q3 20193
Mariner Wealth Advisors-Madison, LLC 330.26%0.27%0.28%Q1 2013Q3 20133
Bell Rock Capital LLC 330.05%0.06%0.08%Q2 2019Q4 20193
Portfolio Strategies, Inc. 330.65%2.87%7.23%Q3 2019Q1 20203
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.02%Q4 2014Q4 20193
DIXON HUBARD FEINOUR & BROWN INC/VA 331.07%1.24%1.39%Q4 2021Q2 20223
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Harfst & Associates, Inc. 330.01%0.02%0.02%Q2 2015Q4 20153
First International Bank & Trust 330.08%0.08%0.08%Q4 2021Q2 20223
Airain ltd 210.05%0.06%0.08%Q2 2015Q2 20173
Overbrook Management Corp 330.05%0.06%0.08%Q4 2014Q2 20153
XR Securities LLC 210.04%1.38%3.38%Q4 2017Q1 20203
Valence8 US LP 332.83%3.58%3.96%Q1 2023Q3 20233
Freestone Capital Holdings, LLC 210.00%0.03%0.09%Q3 2020Q3 20233
RUSSELL FRANK CO/ 330.00%0.00%0.01%Q2 2013Q4 20133
ASPIRIANT HOLDINGS S3, LLC 330.08%0.10%0.12%Q2 2013Q4 20133
Cinctive Capital Management LP 110.14%0.32%0.67%Q2 2021Q3 20223
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Richard W. Paul & Associates, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
LANSDOWNE PARTNERS (UK) LLP 210.02%0.07%0.17%Q2 2015Q2 20193
Axel Capital Management, LLC 3328.68%30.13%32.54%Q1 2019Q3 20193
LexAurum Advisors, LLC 330.08%0.08%0.10%Q1 2023Q3 20233
Sterling Investment Advisors, Ltd. 210.00%0.01%0.03%Q4 2018Q3 20193
INVESTMENT MANAGEMENT OF VIRGINIA LLC 330.43%0.50%0.60%Q1 2018Q3 20183
Flinton Capital Management LLC 330.04%0.07%0.11%Q1 2017Q3 20173
Glass Jacobson Investment Advisors llc 210.51%0.58%0.67%Q4 2022Q3 20233
WEYBOSSET RESEARCH & MANAGEMENT LLC 330.10%0.11%0.12%Q3 2022Q1 20233
KINGDON CAPITAL MANAGEMENT, L.L.C. 111.27%2.34%3.41%Q1 2014Q1 20162
CLARK FINANCIAL SERVICES GROUP INC /BD 110.76%0.97%1.17%Q2 2020Q3 20222
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 220.04%0.05%0.05%Q2 2023Q3 20232
Pekin Hardy Strauss, Inc. 220.11%0.11%0.11%Q3 2020Q4 20202
ROTHSCHILD INVESTMENT LLC /IL 220.05%0.08%0.11%Q2 2013Q3 20132
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.07%0.07%0.08%Q2 2018Q3 20202
TIGER MANAGEMENT L.L.C. 110.97%1.69%2.42%Q1 2017Q1 20172
Roof Eidam Maycock Peralta, LLC 220.30%0.31%0.33%Q4 2014Q1 20152
CYPRESS ASSET MANAGEMENT INC/TX 110.09%0.12%0.15%Q4 2016Q4 20182
FORBES J M & CO LLP 220.33%0.33%0.34%Q2 2023Q3 20232
PROSPECTOR PARTNERS LLC 220.04%0.04%0.04%Q4 2014Q1 20152
CONDOR CAPITAL MANAGEMENT 220.10%0.10%0.10%Q1 2016Q2 20162
SENTINEL ASSET MANAGEMENT, INC. 220.49%0.51%0.53%Q2 2017Q3 20172
JFB Holdings Corp 220.05%0.08%0.12%Q3 2015Q4 20152
BAR HARBOR TRUST SERVICES 220.00%0.04%0.08%Q1 2022Q2 20222
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.00%0.02%0.03%Q2 2013Q3 20232
Gruss Capital Management LP 110.68%1.36%2.03%Q4 2014Q3 20152
CI INVESTMENTS INC. 220.00%0.00%0.00%Q4 2018Q1 20192
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q3 2014Q2 20222
CONTINENTAL ADVISORS LLC 221.47%2.23%3.00%Q2 2022Q3 20222
JET CAPITAL INVESTORS L P 112.01%2.07%2.14%Q2 2013Q1 20152
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.02%0.04%Q3 2013Q4 20202
BASSO CAPITAL MANAGEMENT, L.P. 221.34%1.44%1.55%Q4 2022Q1 20232
DSC Advisors, L.P. 110.54%1.90%3.26%Q2 2013Q1 20192
Laffer Tengler Investments, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Linscomb & Williams, Inc. 110.01%0.01%0.02%Q3 2018Q1 20222
Eton Park Capital Management, L.P. 110.61%0.97%1.34%Q4 2014Q1 20162
Essex Financial Services, Inc. 220.01%0.02%0.02%Q4 2021Q1 20222
Empyrean Capital Partners, LP 110.91%2.20%3.49%Q2 2013Q2 20132
Stadion Money Management, LLC 110.89%1.04%1.19%Q4 2014Q1 20162
Sage Capital Management, LLC 221.25%1.31%1.37%Q2 2013Q3 20132
Marshall Wace North America L.P. 220.45%0.57%0.68%Q1 2020Q2 20202
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 220.02%0.02%0.02%Q1 2014Q2 20142
Jane Street Holding, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Aris Wealth Services, Inc. 220.03%0.04%0.04%Q1 2015Q2 20152
Del Mar Asset Management, LP 220.38%0.58%0.78%Q2 2013Q3 20132
BlueCrest Capital Management LLP 221.56%1.72%1.89%Q2 2013Q3 20132
SYMMETRY PEAK MANAGEMENT LLC 111.31%1.41%1.52%Q2 2016Q3 20192
Taconic Capital Advisors LP 110.02%0.09%0.16%Q1 2020Q2 20232
Lee Financial Co 110.00%0.00%0.00%Q1 2023Q3 20232
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
K.J. Harrison & Partners Inc 110.28%0.52%0.76%Q2 2019Q2 20202
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.02%0.05%0.07%Q2 2013Q4 20132
Apollo Management Holdings, L.P. 110.03%0.17%0.32%Q1 2018Q4 20212
SPRING CREEK CAPITAL LLC 220.18%0.33%0.48%Q3 2018Q4 20182
SAC Capital Advisors LP 220.01%0.01%0.01%Q3 2013Q4 20132
IMA Wealth, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
HARVEST VOLATILITY MANAGEMENT LLC 221.14%1.15%1.16%Q1 2021Q2 20212
LS Investment Advisors, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Saiers Capital, LLC 110.00%0.01%0.01%Q1 2014Q1 20142
Northwest Bancshares, Inc. 110.05%0.05%0.06%Q2 2020Q1 20212
Asset Dedication, LLC 110.00%0.01%0.01%Q4 2015Q2 20232
McKinley Carter Wealth Services, Inc. 110.00%0.01%0.02%Q1 2018Q2 20222
Quintium Advisors, LLC 220.00%0.35%0.69%Q4 2015Q1 20162
PointState Capital LP 110.03%1.14%2.26%Q1 2019Q1 20202
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
West Coast Financial LLC 220.04%0.04%0.04%Q2 2023Q3 20232
MAPLELANE CAPITAL, LLC 110.00%0.34%0.68%Q1 2016Q1 20162
Knighthead Capital Management, LLC 111.65%7.70%13.76%Q4 2019Q3 20222
SPROTT INC. 220.04%0.04%0.04%Q2 2021Q3 20212
Axiom Investment Management LLC 220.02%0.02%0.02%Q1 2019Q2 20192
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20152
Ground Swell Capital, LLC 110.77%1.55%2.34%Q4 2020Q1 20222
MKP Capital Management, L.L.C. 111.82%2.48%3.13%Q1 2017Q2 20212
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Noven Financial Group, Inc. 220.26%0.29%0.31%Q4 2014Q1 20152
Modera Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Kiwi Wealth Investments Limited Partnership 220.82%1.11%1.40%Q1 2016Q2 20162
RIVERHEAD CAPITAL MANAGEMENT LLC 220.07%0.08%0.09%Q2 2017Q3 20172
TIVERTON ASSET MANAGEMENT LLC 220.25%0.26%0.27%Q1 2017Q2 20172
Eclectica Asset Management LLP 111.47%1.97%2.47%Q3 2013Q1 20142
HITE Hedge Asset Management LLC 110.07%0.31%0.56%Q1 2020Q4 20212
ICONIQ Capital, LLC 110.31%0.55%0.79%Q1 2013Q3 20132
MYDA Advisors LLC 110.86%0.87%0.88%Q3 2019Q1 20202
TIDE POINT CAPITAL MANAGEMENT, LP 1110.87%10.97%11.08%Q1 2016Q4 20162
Parasol Investment Management, LLC 110.00%0.93%1.86%Q4 2013Q2 20162
Claar Advisors LLC 222.38%2.86%3.34%Q2 2020Q3 20202
EFG Asset Management (Americas) Corp. 220.01%0.01%0.01%Q4 2013Q1 20142
Granite Point Capital Management, L.P. 220.80%2.43%4.05%Q2 2019Q3 20192
CKW FINANCIAL GROUP 220.05%0.05%0.06%Q2 2023Q3 20232
One Capital Management, LLC 220.13%0.13%0.14%Q2 2022Q3 20222
Muzinich & Co., Inc. 220.03%0.11%0.18%Q4 2018Q1 20192
CenterStar Fund, LLC 110.00%0.02%0.03%Q4 2016Q4 20162
Price Capital Management, Inc. 110.05%8.88%17.72%Q4 2017Q1 20192
AllSquare Wealth Management LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Intersect Capital LLC 220.04%0.04%0.05%Q4 2014Q1 20152
Sendero Wealth Management, LLC 220.31%0.33%0.35%Q2 2023Q3 20232
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.04%0.07%0.10%Q2 2016Q3 20162
Tairen Capital Ltd 225.24%9.98%14.73%Q1 2022Q2 20222
LGL PARTNERS, LLC 110.03%0.04%0.04%Q1 2022Q4 20222
Oribel Capital Management, LP 110.76%1.13%1.49%Q2 2022Q4 20222
PHYSICIANS FINANCIAL SERVICES, INC. 220.00%0.00%0.01%Q4 2015Q1 20162
LEE JOHNSON CAPITAL MANAGEMENT, LLC 220.50%0.50%0.50%Q3 2022Q4 20222
Crescent Capital Consulting, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
American Financial Network Advisory Services LLC 220.16%0.17%0.19%Q3 2017Q4 20172
Pinz Capital Management, LP 220.92%1.26%1.60%Q1 2022Q2 20222
Corient Capital Partners, LLC 110.42%0.58%0.75%Q4 2016Q4 20172
UG Investment Advisers Ltd. 220.34%0.37%0.39%Q4 2022Q1 20232
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
NORTHSTAR WEALTH PARTNERS LLC 220.19%0.20%0.21%Q1 2017Q2 20172
SpiderRock Advisors, LLC 110.00%0.02%0.03%Q1 2017Q1 20172
Watermark Asset Management, Inc. 220.01%0.01%0.01%Q1 2017Q2 20172
Oak Point Wealth Management 220.01%0.68%1.34%Q4 2017Q1 20182
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
Capital Bank & Trust Co 110.00%0.00%0.00%Q2 2017Q4 20182
Diametric Capital, LP 110.24%0.53%0.82%Q2 2020Q3 20222
Legacy Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Athanor Capital, LP 110.49%0.88%1.26%Q1 2020Q1 20212
Waterloo Capital, L.P. 220.07%0.08%0.09%Q1 2023Q2 20232
Rice Partnership, LLC 110.00%0.00%0.00%Q4 2020Q4 20212
DeepCurrents Investment Group LLC 110.44%0.44%0.44%Q1 2021Q1 20212
Benchmark Financial Wealth Advisors, LLC 220.16%0.59%1.03%Q2 2023Q3 20232
Concentrum Wealth Management 220.12%0.15%0.17%Q1 2022Q2 20222
Summit Financial, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Susquehanna International Group Ltd. 110.20%0.26%0.32%Q1 2021Q2 20232
WealthBridge Capital Management, LLC 220.02%0.03%0.03%Q4 2018Q1 20192
New World Advisors LLC 110.00%0.27%0.53%Q1 2019Q2 20212
McAlister, Sweet & Associates, Inc. 222.71%2.93%3.14%Q2 2022Q3 20222
CPR Investments Inc. 110.29%0.82%1.35%Q2 2022Q1 20232
Enterprise Trust & Investment Co 220.00%0.00%0.00%Q2 2019Q3 20192
WT Wealth Management 221.17%1.55%1.93%Q4 2022Q1 20232
Elliott Investment Management L.P. 220.46%0.54%0.62%Q2 2020Q3 20202
Modus Advisors, LLC 110.00%0.01%0.01%Q2 2020Q2 20212
SkyOak Wealth, LLC 220.08%1.53%2.97%Q4 2019Q1 20202
Beacon Financial Advisory LLC 110.18%0.18%0.18%Q4 2019Q3 20202
Symphony Financial, Ltd. Co. 110.05%0.05%0.05%Q1 2021Q1 20222
Legacy Wealth Planning, LLC 220.33%0.34%0.34%Q2 2022Q3 20222
Houlihan Financial Resource Group, Ltd. 110.11%0.13%0.16%Q3 2020Q2 20232
High Note Wealth, LLC 220.24%0.27%0.31%Q4 2020Q1 20212
Ascendant Capital Management, LLC 111.97%4.09%6.22%Q2 2022Q1 20232
Sentinus, LLC 220.15%0.16%0.16%Q3 2022Q4 20222
Davis Capital Management 220.05%0.05%0.06%Q1 2020Q2 20202
JACKSON SQUARE CAPITAL, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Northstar Advisory Group, LLC 110.62%0.85%1.07%Q1 2022Q3 20232
Kinloch Capital, LLC 110.00%0.11%0.21%Q4 2020Q2 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 111.28%1.43%1.58%Q1 2022Q3 20232
Onyx Bridge Wealth Group LLC 220.12%1.03%1.93%Q3 2022Q4 20222
Live Oak Investment Partners 220.05%0.05%0.05%Q2 2023Q3 20232
Planned Solutions, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Southern Farm Bureau Life Insurance 220.05%0.05%0.05%Q1 2022Q2 20222
GoalVest Advisory LLC 220.01%0.01%0.01%Q3 2023Q4 20232
Brown Miller Wealth Management, LLC 220.23%0.24%0.24%Q2 2022Q3 20222
Alpha DNA Investment Management LLC 220.28%0.30%0.32%Q4 2020Q1 20212
Latitude Advisors, LLC 110.12%0.15%0.18%Q1 2022Q4 20222
Insight Advisors, LLC/ PA 220.08%0.09%0.09%Q2 2022Q3 20222
Sandbox Financial Partners, LLC 220.18%0.23%0.28%Q4 2020Q1 20212
Bickling Financial Services, Inc. 220.65%0.82%0.99%Q4 2020Q1 20212
Sovereign Financial Group, Inc. 220.08%0.08%0.08%Q2 2023Q3 20232
CHILDRESS CAPITAL ADVISORS, LLC 220.08%0.09%0.11%Q2 2023Q3 20232
Connectus Wealth, LLC 110.02%0.05%0.07%Q4 2022Q3 20232
Benedetti & Gucer, Inc. 220.14%0.15%0.16%Q4 2022Q1 20232
Hennion & Walsh Asset Management, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
KENNICOTT CAPITAL MANAGEMENT LLC 220.16%0.18%0.19%Q1 2023Q2 20232
Herold Advisors, Inc. 110.04%0.04%0.04%Q3 2021Q1 20222
MBB PUBLIC MARKETS I LLC 220.06%0.97%1.88%Q2 2023Q3 20232
Burns Matteson Capital Management, LLC 220.15%0.17%0.19%Q2 2022Q3 20222
Greenland Capital Management LP 110.03%0.06%0.10%Q4 2022Q3 20232
Manhattan West Asset Management, LLC 110.08%0.14%0.21%Q4 2022Q3 20232
Passaic Partners LLC 222.12%2.17%2.22%Q2 2023Q3 20232
S.C. Financial Services, Inc. 220.41%0.42%0.42%Q3 2022Q4 20222
Beaird Harris Wealth Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
City State Bank 220.00%0.03%0.06%Q4 2021Q1 20222
Marion Wealth Management 220.22%0.23%0.24%Q4 2021Q1 20222
Coury Firm Asset Management LLC 220.42%0.88%1.35%Q4 2021Q1 20222
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 221.70%1.73%1.75%Q2 2023Q3 20232
Lansing Street Advisors 221.10%1.14%1.18%Q2 2022Q3 20222
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.01%Q2 2022Q3 20222
Lodestone Wealth Management LLC 220.24%0.25%0.26%Q4 2022Q1 20232
Axim Planning & Wealth 220.00%0.02%0.03%Q2 2022Q3 20222
MGO Private Wealth, LLC 220.60%0.66%0.71%Q3 2022Q4 20222
STAPP WEALTH MANAGEMENT, PLLC 224.14%4.71%5.27%Q3 2022Q4 20222
Fiduciary Alliance LLC 110.00%0.00%0.01%Q4 2022Q2 20232
Hilltop Partners LLC 220.20%2.74%5.27%Q4 2022Q1 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Rooted Wealth Advisors, Inc. 220.49%1.09%1.70%Q1 2023Q2 20232
Heritage Wealth Partners, LLC 220.19%0.36%0.52%Q2 2023Q3 20232
Goldstein Advisors, LLC 220.04%0.05%0.05%Q1 2023Q2 20232
Northeast Financial Group, Inc. 221.08%1.59%2.11%Q3 2021Q4 20212
BBJS FINANCIAL ADVISORS, LLC 220.89%1.19%1.49%Q2 2023Q3 20232
Alpha Financial Partners, LLC 220.88%1.03%1.18%Q4 2022Q1 20232
Imprint Wealth LLC 220.23%0.24%0.25%Q1 2023Q2 20232
ORG Partners LLC 220.08%0.11%0.15%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.14%0.15%0.16%Q2 2023Q3 20232
UNION SAVINGS BANK 220.17%0.17%0.18%Q2 2023Q3 20232
New Republic Capital, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Peoples Bank/KS 220.37%0.37%0.38%Q3 2023Q4 20232
PFS Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ADAMS NATURAL RESOURCES FUND, INC. 220.79%0.82%0.85%Q2 2020Q3 20202
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
CAPITAL ONE, NATIONAL ASSOCIATION 110.01%0.09%0.17%Q3 2017Q4 20192
ROMAN BUTLER FULLERTON & CO 220.10%0.11%0.12%Q1 2023Q2 20232
VAUGHAN & Co SECURITIES, INC. 220.07%0.07%0.08%Q4 2019Q1 20202
NEW YORK STATE COMMON RETIREMENT FUND 110.00%0.00%0.00%Q4 2014Q2 20172
AFFINITY WEALTH MANAGEMENT LLC 227.66%8.77%9.88%Q1 2016Q2 20162
BBVA USA 220.03%0.03%0.03%Q2 2021Q3 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.02%0.02%0.03%Q3 2020Q4 20202
LANDAAS & CO /WI /ADV 110.01%0.01%0.01%Q4 2017Q2 20182
PERRY CAPITAL 222.58%3.30%4.03%Q1 2016Q2 20162
WAFRA INC. 221.01%1.20%1.40%Q1 2014Q2 20142
CAPITAL ONE FINANCIAL CORP 220.05%0.06%0.07%Q1 2020Q2 20202
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.02%Q2 2013Q3 20132
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Platform Technology Partners 110.15%0.15%0.15%Q3 2023Q3 20231
Quent Capital, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Mystic Asset Management, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Bull Oak Capital, LLC 112.08%2.08%2.08%Q3 2022Q3 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Concord Wealth Partners 110.00%0.00%0.00%Q4 2022Q4 20221
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Trinity Financial Advisors LLC 111.89%1.89%1.89%Q1 2022Q1 20221
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Berry Street Capital Management LLP 111.21%1.21%1.21%Q4 2022Q4 20221
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
PAX Financial Group, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Monaco Asset Management SAM 112.90%2.90%2.90%Q4 2019Q4 20191
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
High Net Worth Advisory Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SHELL ASSET MANAGEMENT CO 110.36%0.36%0.36%Q1 2016Q1 20161
WNY Asset Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Menard Financial Group LLC 110.64%0.64%0.64%Q2 2022Q2 20221
HARTFORD INVESTMENT MANAGEMENT CO 110.72%0.72%0.72%Q4 2022Q4 20221
West Wealth Group, LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Permit Capital Advisors, LLC 111.77%1.77%1.77%Q1 2022Q1 20221
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
WESTFIELD CAPITAL MANAGEMENT CO LP 110.01%0.01%0.01%Q3 2023Q3 20231
Aberdeen Wealth Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Asset Management Resources, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Soltis Investment Advisors LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Fortis Capital Management LLC 112.11%2.11%2.11%Q3 2023Q3 20231
CVA Family Office, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
EHP Funds Inc. 110.96%0.96%0.96%Q3 2023Q3 20231
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Range Financial Group LLC 110.14%0.14%0.14%Q4 2022Q4 20221
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
CALIBER WEALTH MANAGEMENT, LLC 111.13%1.13%1.13%Q4 2022Q4 20221
Americana Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Chapwood Capital Investment Management, LLC 1112.66%12.66%12.66%Q4 2019Q4 20191
Privium Fund Management B.V. 110.31%0.31%0.31%Q2 2023Q2 20231
Blueprint Investment Partners LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Coastwise Capital Group, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Utah Peaks Capital Inc 110.51%0.51%0.51%Q4 2022Q4 20221
1900 WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q3 2023Q3 20231
COOKSON PEIRCE & CO INC 110.12%0.12%0.12%Q1 2016Q1 20161
Gyon Technologies Capital Management, LP 110.86%0.86%0.86%Q1 2022Q1 20221
Pacific Sage Partners, LLC 112.73%2.73%2.73%Q4 2022Q4 20221
Charles Schwab Trust Co 110.04%0.04%0.04%Q3 2023Q3 20231
W.H. Cornerstone Investments Inc. 110.33%0.33%0.33%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ASB Consultores, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Coppell Advisory Solutions Corp. 110.04%0.04%0.04%Q4 2022Q4 20221
NexWave Capital Partners LLC 110.46%0.46%0.46%Q4 2019Q4 20191
Ethic Inc. 110.12%0.12%0.12%Q3 2020Q3 20201
Ikarian Capital, LLC 110.43%0.43%0.43%Q1 2021Q1 20211
Leelyn Smith, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
Occidental Asset Management, LLC 110.29%0.29%0.29%Q1 2020Q1 20201
Arkos Global Advisors 110.23%0.23%0.23%Q4 2018Q4 20181
DESTINY CAPITAL SECURITIES CORPORATION 110.51%0.51%0.51%Q3 2023Q3 20231
Brookfield Asset Management 110.01%0.01%0.01%Q4 2022Q4 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
EASTERN BANK 110.02%0.02%0.02%Q4 2022Q4 20221
Signify Wealth 112.26%2.26%2.26%Q4 2022Q4 20221
Ethos Financial Group, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
AMI INVESTMENT MANAGEMENT INC 110.19%0.19%0.19%Q2 2013Q2 20131
Bain Capital Public Equity Management II, LLC 111.38%1.38%1.38%Q1 2022Q1 20221
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2019Q2 20191
Guidance Point Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
GUIDANCE CAPITAL, INC 110.10%0.10%0.10%Q2 2023Q2 20231
Paradigm Financial Partners, LLC 110.19%0.19%0.19%Q2 2020Q2 20201
WEBSTER BANK, N. A. 110.00%0.00%0.00%Q4 2016Q4 20161
HOWARD WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Sargent Investment Group, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
PRW Wealth Management LLC 110.10%0.10%0.10%Q2 2021Q2 20211
WestHill Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Principal Street Partners, LLC 110.38%0.38%0.38%Q4 2019Q4 20191
New Hampshire Trust 110.00%0.00%0.00%Q4 2022Q4 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Insight Wealth Strategies, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AMUNDI ASSET MANAGEMENT US, INC. 110.05%0.05%0.05%Q4 2013Q4 20131
WEST CHESTER CAPITAL ADVISORS, INC 113.21%3.21%3.21%Q3 2023Q3 20231
BROADMARK ASSET MANAGEMENT LLC 1125.44%25.44%25.44%Q4 2022Q4 20221
INHERENT GROUP, LP 111.82%1.82%1.82%Q1 2020Q1 20201
Boothe Investment Group, Inc. 119.68%9.68%9.68%Q1 2019Q1 20191
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Cox Capital Mgt LLC 110.37%0.37%0.37%Q4 2020Q4 20201
Stewardship Financial Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Marmo Financial Group, LLC 115.53%5.53%5.53%Q4 2022Q4 20221
LWMG, LLC 110.29%0.29%0.29%Q4 2022Q4 20221
Community Capital Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Paulson Wealth Management Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
West Tower Group, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Rinkey Investments 110.10%0.10%0.10%Q4 2021Q4 20211
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
SCOGGIN MANAGEMENT LP 111.22%1.22%1.22%Q3 2023Q3 20231
Cypress Capital, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
SIMMONS FIRST TRUST CO NA 110.09%0.09%0.09%Q4 2015Q4 20151
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Gryphon Financial Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Smart Money Group LLC 110.94%0.94%0.94%Q1 2020Q1 20201
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
ADVISOR CONSULTANT NETWORK INC 110.04%0.04%0.04%Q3 2016Q3 20161
Consolidated Portfolio Review Corp 110.06%0.06%0.06%Q3 2023Q3 20231
Dynasty Wealth Management, LLC 110.57%0.57%0.57%Q4 2017Q4 20171
Columbus Macro, LLC 110.43%0.43%0.43%Q3 2022Q3 20221
Diameter Capital Partners LP 116.37%6.37%6.37%Q3 2022Q3 20221
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Legacy Wealth Partners, Inc. 110.13%0.13%0.13%Q4 2020Q4 20201
3Chopt Investment Partners, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
LAKE STREET ADVISORS GROUP, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Sawyer & Company, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
GABELLI FUNDS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CYPRESS FUNDS LLC 113.74%3.74%3.74%Q1 2017Q1 20171
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.01%0.01%0.01%Q3 2018Q3 20181
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Key Bridge Compliance, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
MYECFO, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
RVB CAPITAL MANAGEMENT LLC 112.24%2.24%2.24%Q1 2019Q1 20191
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
Centenus Global Management, LP 110.79%0.79%0.79%Q1 2019Q1 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
TEACHERS ADVISORS, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Geneva Partners, LLC 110.23%0.23%0.23%Q1 2022Q1 20221
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
STEPH & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.04%0.04%0.04%Q2 2021Q2 20211
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
PECONIC PARTNERS LLC 110.44%0.44%0.44%Q3 2015Q3 20151
Flaharty Asset Management, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.22%0.22%0.22%Q3 2013Q3 20131
Gainplan LLC 110.77%0.77%0.77%Q4 2022Q4 20221
Ullmann Wealth Partners Group, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Independent Advisor Alliance 110.10%0.10%0.10%Q4 2019Q4 20191
Premia Global Advisors, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
Omnia Family Wealth, LLC 112.90%2.90%2.90%Q1 2023Q1 20231
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q3 2022Q3 20221
Jafra Capital Management LP 110.78%0.78%0.78%Q1 2018Q1 20181
Russell Investments Group, Ltd. 110.06%0.06%0.06%Q2 2021Q2 20211
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
ELCO Management Co., LLC 110.31%0.31%0.31%Q3 2016Q3 20161
Guidant Wealth Advisors 110.01%0.01%0.01%Q3 2017Q3 20171
BURNS J W & CO INC/NY 110.04%0.04%0.04%Q4 2022Q4 20221
Mobius Capital Management, LLC 112.37%2.37%2.37%Q2 2018Q2 20181
Castle Hook Partners LP 118.44%8.44%8.44%Q1 2020Q1 20201
EQUITY INVESTMENT CORP 110.01%0.01%0.01%Q4 2016Q4 20161
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Glen Point Capital LLP 112.04%2.04%2.04%Q4 2017Q4 20171
Everett Capital Advisors UK LLP 112.15%2.15%2.15%Q2 2018Q2 20181
Bach Option Ltd 110.16%0.16%0.16%Q4 2016Q4 20161
Well Done, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Garda Capital Partners LP 110.04%0.04%0.04%Q4 2022Q4 20221
LNZ Capital LP 117.43%7.43%7.43%Q1 2017Q1 20171
CONSOLIDATED CAPITAL MANAGEMENT, LLC 111.06%1.06%1.06%Q4 2017Q4 20171
3EDGE Asset Management, LP 110.20%0.20%0.20%Q3 2022Q3 20221
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Wilks Brothers, LLC 110.29%0.29%0.29%Q2 2018Q2 20181
Third Point 110.45%0.45%0.45%Q3 2023Q3 20231
Econ Financial Services Corp 111.54%1.54%1.54%Q4 2021Q4 20211
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 110.03%0.03%0.03%Q3 2016Q3 20161
Regal Wealth Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
RNC CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Appaloosa LP 110.46%0.46%0.46%Q1 2020Q1 20201
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Teza Capital Management LLC 110.41%0.41%0.41%Q4 2016Q4 20161
Rovida Advisors Inc. 111.18%1.18%1.18%Q1 2018Q1 20181
MONTAG & CALDWELL, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Ken Stern & Associates, Inc. 113.26%3.26%3.26%Q4 2014Q4 20141
Tredje AP-fonden 115.63%5.63%5.63%Q1 2016Q1 20161
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Financial Insights, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Pointe Capital Management LLC 111.18%1.18%1.18%Q4 2016Q4 20161
Tilden Park Management I LLC 118.27%8.27%8.27%Q2 2019Q2 20191
Lebenthal Holdings,LLC 110.06%0.06%0.06%Q2 2016Q2 20161
Lebenthal Asset Management, LLC 110.06%0.06%0.06%Q2 2016Q2 20161
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 110.14%0.14%0.14%Q2 2019Q2 20191
Mirador Capital Partners LP 110.17%0.17%0.17%Q2 2019Q2 20191
Quinn Opportunity Partners LLC 110.20%0.20%0.20%Q3 2020Q3 20201
CFO4Life, L.P. 110.14%0.14%0.14%Q4 2022Q4 20221
Godshalk Welsh Capital Management, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Achievement Holdings L.P. 110.28%0.28%0.28%Q4 2014Q4 20141
FolioMetrix LLC 112.54%2.54%2.54%Q4 2014Q4 20141
Fragasso Group Inc. 110.02%0.02%0.02%Q4 2023Q4 20231
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2020Q1 20201
BTC Capital Management, Inc. 110.04%0.04%0.04%Q1 2018Q1 20181
Lunt Capital Management, Inc. 110.26%0.26%0.26%Q3 2023Q3 20231
Confluence Wealth Management LLC 110.13%0.13%0.13%Q4 2015Q4 20151
Bienville Capital Management, LLC 116.01%6.01%6.01%Q1 2018Q1 20181
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
QUANTRES ASSET MANAGEMENT Ltd 110.31%0.31%0.31%Q4 2018Q4 20181
Wakefield Asset Management LLLP 110.59%0.59%0.59%Q2 2023Q2 20231
ING GROEP NV 110.00%0.00%0.00%Q1 2016Q1 20161
Bellecapital International Ltd. 110.06%0.06%0.06%Q1 2022Q1 20221
Van Hulzen Asset Management, LLC 110.18%0.18%0.18%Q4 2013Q4 20131
Michael & Susan Dell Foundation 1114.91%14.91%14.91%Q1 2019Q1 20191
ROBINSON CAPITAL MANAGEMENT, LLC 112.38%2.38%2.38%Q4 2013Q4 20131
Trustees of Dartmouth College 110.02%0.02%0.02%Q4 2018Q4 20181
Belmont Global Advisors, Inc. 112.02%2.02%2.02%Q1 2016Q1 20161
Beta Wealth Group, Inc. 110.65%0.65%0.65%Q4 2020Q4 20201
Empowered Funds, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
PCO INVESTMENT MANAGEMENT LP 118.32%8.32%8.32%Q4 2014Q4 20141
MRA Associates USA LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Yakira Capital Management, Inc. 110.13%0.13%0.13%Q4 2016Q4 20161
Main Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
COLUMBIA CAPITAL LLC 110.68%0.68%0.68%Q4 2014Q4 20141
Headlands Technologies LLC 112.29%2.29%2.29%Q4 2022Q4 20221
Aft, Forsyth & Sober, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Stearns Financial Services Group 110.01%0.01%0.01%Q1 2020Q1 20201
PRING TURNER CAPITAL GROUP INC 110.02%0.02%0.02%Q4 2013Q4 20131
FIRST FINANCIAL EQUITY CORPORATION 110.40%0.40%0.40%Q1 2017Q1 20171
Glacier Peak Capital LLC 110.76%0.76%0.76%Q2 2013Q2 20131
Thiel Macro LLC 113.70%3.70%3.70%Q1 2015Q1 20151
Marketfield Asset Management LLC 110.20%0.20%0.20%Q3 2013Q3 20131
Column Capital Advisors, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Goelzer Investment Management, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Smith & Howard Wealth Management, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
NEXT Financial Holdings 110.12%0.12%0.12%Q1 2019Q1 20191
BAROMETER CAPITAL MANAGEMENT INC. 110.05%0.05%0.05%Q4 2014Q4 20141
NBC SECURITIES, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
JGP Global Gestao de Recursos Ltda. 110.21%0.21%0.21%Q4 2022Q4 20221
Crestline Management, LP 110.16%0.16%0.16%Q1 2023Q1 20231
FOSTER DYKEMA CABOT & CO INC/MA 110.06%0.06%0.06%Q2 2013Q2 20131
Ceros Financial Services Inc. 110.10%0.10%0.10%Q1 2019Q1 20191
Corvex Management LP 111.18%1.18%1.18%Q4 2013Q4 20131
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q4 2021Q4 20211
SYMPHONY ASSET MANAGEMENT LLC 110.20%0.20%0.20%Q1 2018Q1 20181
FDO Partners, LLC 110.64%0.64%0.64%Q4 2017Q4 20171
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Gallagher Benefit Services, Inc. 110.09%0.09%0.09%Q4 2022Q4 20221
Talara Capital Management, LLC 112.24%2.24%2.24%Q3 2013Q3 20131
HARRIS ASSOCIATES L P 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST BUSINESS FINANCIAL SERVICES, INC. 111.62%1.62%1.62%Q3 2015Q3 20151
MARSHALL WACE ASIA Ltd 110.22%0.22%0.22%Q1 2021Q1 20211
Financial Advantage, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Orbitronix, LP 110.43%0.43%0.43%Q1 2014Q1 20141
Mizuho Bank, Ltd. 111.22%1.22%1.22%Q3 2014Q3 20141
Meru Capital Group, LP 110.28%0.28%0.28%Q1 2017Q1 20171
Andromeda Capital LLC 110.11%0.11%0.11%Q2 2013Q2 20131
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.01%0.01%0.01%Q2 2023Q2 20231
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 111.86%1.86%1.86%Q3 2016Q3 20161
STERLING INVESTMENT MANAGEMENT, LLC 110.29%0.29%0.29%Q3 2017Q3 20171
Renaissance Investment Group LLC 110.12%0.12%0.12%Q2 2013Q2 20131
Homrich & Berg 110.01%0.01%0.01%Q1 2021Q1 20211
Accuvest Global Advisors 110.87%0.87%0.87%Q4 2018Q4 20181
JHL Capital Group LLC 110.91%0.91%0.91%Q3 2014Q3 20141
Okumus Fund Management Ltd. 115.97%5.97%5.97%Q4 2018Q4 20181
Convergent Wealth Advisors 110.04%0.04%0.04%Q1 2015Q1 20151
Anson Funds Management LP 111.59%1.59%1.59%Q3 2020Q3 20201
Highstreet Asset Management Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Trident Investment Management, LLC 117.75%7.75%7.75%Q2 2013Q2 20131
Hilltop Park Associates LLC 1110.93%10.93%10.93%Q1 2016Q1 20161
US GLOBAL INVESTORS FUNDS 110.02%0.02%0.02%Q4 2013Q4 20131
Brouwer & Janachowski, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
WMS Partners, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Evermore Global Advisors, LLC 112.39%2.39%2.39%Q1 2017Q1 20171
Saratoga Research & Investment Management 110.01%0.01%0.01%Q3 2017Q3 20171
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.24%0.24%0.24%Q2 2015Q2 20151
NEXPOINT ASSET MANAGEMENT, L.P. 110.24%0.24%0.24%Q4 2019Q4 20191
FIRST INTERSTATE BANCSYSTEM INC 110.32%0.32%0.32%Q1 2021Q1 20211
Manatuck Hill Partners, LLC 112.17%2.17%2.17%Q1 2021Q1 20211
Trilantic Capital Management L.P. 114.64%4.64%4.64%Q4 2021Q4 20211
ADVISOR PARTNERS LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Raging Capital Management, LLC 111.98%1.98%1.98%Q4 2014Q4 20141
Welch Group, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Sterneck Capital Management, LLC 110.11%0.11%0.11%Q1 2014Q1 20141
SOCIETE GENERALE 110.30%0.30%0.30%Q2 2016Q2 20161
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q2 2018Q2 20181
EnTrustPermal Management LLC 112.00%2.00%2.00%Q2 2013Q2 20131
SANDLER CAPITAL MANAGEMENT 110.71%0.71%0.71%Q1 2017Q1 20171
CQS Cayman LP 110.02%0.02%0.02%Q1 2015Q1 20151
OLD MISSION CAPITAL, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
Jabre Capital Partners S.A. 113.89%3.89%3.89%Q4 2016Q4 20161
NAVELLIER & ASSOCIATES INC 110.21%0.21%0.21%Q3 2012Q3 20121
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
STELLIAM INVESTMENT MANAGEMENT, LP 111.40%1.40%1.40%Q1 2015Q1 20151
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DECADE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Schonfeld Group Holdings LLC 110.17%0.17%0.17%Q3 2015Q3 20151
Merchants' Gate Capital LP 113.32%3.32%3.32%Q3 2014Q3 20141
Serengeti Asset Management LP 111.62%1.62%1.62%Q1 2016Q1 20161
DIALECTIC CAPITAL MANAGEMENT, LP 111.18%1.18%1.18%Q4 2013Q4 20131
TradeLink Global Equity LLC 110.06%0.06%0.06%Q4 2014Q4 20141
Blackstone Inc. 110.42%0.42%0.42%Q2 2020Q2 20201
Arlington Partners LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Columbus Hill Capital Management, L.P. 117.92%7.92%7.92%Q1 2019Q1 20191
Brahman Capital Corp. 112.47%2.47%2.47%Q1 2015Q1 20151
Crow Point Partners, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Baker Ellis Asset Management LLC 110.03%0.03%0.03%Q3 2019Q3 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Numeric Investors LLC 110.02%0.02%0.02%Q3 2015Q3 20151
TIAA CREF INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2016Q1 20161
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q3 2023Q3 20231
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q3 2013Q3 20131
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
Geller Advisors LLC 110.16%0.16%0.16%Q3 2019Q3 20191
Magnetar Financial LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Integre Asset Management, LLC 110.07%0.07%0.07%Q4 2017Q4 20171
LEVITT CAPITAL MANAGEMENT LLC 115.51%5.51%5.51%Q2 2014Q2 20141
Fondren Management LP 110.10%0.10%0.10%Q3 2019Q3 20191
Castle Creek Arbitrage, LLC 110.50%0.50%0.50%Q4 2013Q4 20131
Covington Capital Management 110.00%0.00%0.00%Q1 2020Q1 20201
ALPINE ASSOCIATES ADVISORS 111.16%1.16%1.16%Q2 2013Q2 20131
Calamos Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
America First Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Trellus Management Company, LLC 110.32%0.32%0.32%Q1 2015Q1 20151
GEMS MANAGEMENT LTD 112.83%2.83%2.83%Q2 2013Q2 20131
FMA ADVISORY INC 110.04%0.04%0.04%Q2 2015Q2 20151
First American Bank 110.02%0.02%0.02%Q4 2020Q4 20201
Pine River Capital Management L.P. 110.04%0.04%0.04%Q2 2015Q2 20151
LINDEN ADVISORS LP 110.13%0.13%0.13%Q1 2019Q1 20191
KAYNE ANDERSON CAPITAL ADVISORS LP 110.90%0.90%0.90%Q1 2022Q1 20221
GENWORTH FINANCIAL INC 110.00%0.00%0.00%Q2 2013Q2 20131
CLOUGH CAPITAL PARTNERS L P 111.32%1.32%1.32%Q3 2015Q3 20151
CLOVIS CAPITAL MANAGEMENT LP 112.64%2.64%2.64%Q4 2014Q4 20141
TMD & ASSOCIATES, INC 110.21%0.21%0.21%Q4 2015Q4 20151
AMERICAN NATIONAL BANK 110.00%0.00%0.00%Q2 2021Q2 20211
Solidarity Wealth, LLC 110.46%0.46%0.46%Q3 2022Q3 20221
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Connective Portfolio Management, LLC 113.76%3.76%3.76%Q4 2022Q4 20221
ALESCO ADVISORS LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Highview Capital Management LLC/DE/ 110.68%0.68%0.68%Q4 2022Q4 20221
MWA Asset Management 110.37%0.37%0.37%Q3 2023Q3 20231
Agate Pass Investment Management, LLC 110.13%0.13%0.13%Q4 2023Q4 20231
WIN ADVISORS, INC 111.29%1.29%1.29%Q1 2023Q1 20231
VISTA FINANCE, LLC 1110.80%10.80%10.80%Q1 2022Q1 20221
MARYLAND CAPITAL ADVISORS INC. 110.01%0.01%0.01%Q2 2022Q2 20221
Missouri Trust & Investment Co 110.01%0.01%0.01%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Corsicana & Co. 110.01%0.01%0.01%Q2 2021Q2 20211
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
CARRONADE CAPITAL MANAGEMENT, LP 114.23%4.23%4.23%Q4 2022Q4 20221
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q1 2021Q1 20211
Eagle Bay Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
ONE PLUS ONE WEALTH MANAGEMENT, LLC 112.93%2.93%2.93%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
SFG Wealth Management, LLC. 110.73%0.73%0.73%Q1 2022Q1 20221
WHITEBOX ADVISORS LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Blue Door Asset Management, LLC 110.39%0.39%0.39%Q1 2022Q1 20221
JOURNEY STRATEGIC WEALTH LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ADVOCATE GROUP LLC 110.05%0.05%0.05%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Curi Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Avalon Investment & Advisory 110.03%0.03%0.03%Q4 2016Q4 20161
Oxler Private Wealth LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
REGENTATLANTIC CAPITAL LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Urban Wealth Management, LLC 110.29%0.29%0.29%Q2 2022Q2 20221
KRS Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q4 2022Q4 20221
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.33%0.33%0.33%Q4 2021Q4 20211
Proquility Private Wealth Partners, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Center For Asset Management LLC 110.27%0.27%0.27%Q2 2022Q2 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TCG Advisory Services, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
BAKER TILLY WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Oak Harvest Investment Services 111.67%1.67%1.67%Q3 2023Q3 20231
External links

This page lists all the filers that currently own SELECT SECTOR SPDR TR or have owned SELECT SECTOR SPDR TR in the past.