TESLA INC shareholder history

Current and past TESLA INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.25%2.29%Q1 2012Q3 2023138
CITIGROUP INC 42420.01%0.28%3.12%Q2 2013Q3 2023126
BANK OF AMERICA CORP /DE/ 42420.00%0.06%0.33%Q2 2013Q3 2023126
HSBC HOLDINGS PLC 4210.00%0.32%2.73%Q4 2012Q3 2023124
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%1.35%6.62%Q2 2013Q3 2023123
BARCLAYS PLC 42420.01%0.38%1.76%Q2 2013Q3 2023118
Parallax Volatility Advisers, L.P. 42420.00%0.43%3.54%Q2 2013Q3 2023117
NOMURA HOLDINGS INC 44440.00%0.19%2.54%Q4 2012Q3 2023116
ROYAL BANK OF CANADA 42420.00%0.12%1.17%Q2 2013Q3 2023114
DEUTSCHE BANK AG\ 41410.00%0.12%1.00%Q3 2013Q3 2023111
D. E. Shaw & Co., Inc. 42420.00%0.32%1.39%Q2 2013Q3 2023110
Creative Planning 42420.00%0.06%0.49%Q2 2013Q3 2023109
UBS Group AG 36360.00%0.22%2.48%Q4 2014Q3 2023108
BNP PARIBAS FINANCIAL MARKETS 41410.00%0.37%2.60%Q3 2013Q3 2023106
WOLVERINE ASSET MANAGEMENT LLC 42420.00%0.44%6.49%Q2 2013Q3 2023105
JANE STREET GROUP, LLC 39390.01%1.37%9.82%Q1 2014Q3 2023103
Walleye Trading LLC 42420.01%0.29%1.45%Q2 2013Q3 2023100
WELLS FARGO & COMPANY/MN 42420.00%0.04%0.38%Q2 2013Q3 2023100
Citadel Advisors 31100.00%1.15%5.30%Q2 2013Q3 202398
CREDIT SUISSE AG/ 43430.00%0.24%1.44%Q1 2013Q3 202397
CAPITAL FUND MANAGEMENT S.A. 3470.00%0.45%2.42%Q2 2013Q3 202396
Cutler Group LLC / CA 32320.00%0.35%4.16%Q4 2015Q3 202396
Twin Tree Management, LP 3620.00%0.11%0.90%Q4 2013Q2 202391
BANK OF MONTREAL /CAN/ 3920.00%0.43%2.27%Q2 2013Q3 202387
Jefferies Group LLC 2310.00%0.14%0.95%Q2 2013Q3 202287
HighTower Advisors, LLC 42420.00%0.09%0.57%Q2 2013Q3 202387
CSS LLC/IL 3620.01%1.28%15.91%Q1 2014Q3 202383
WOLVERINE TRADING, LLC 2810.00%1.37%6.18%Q2 2016Q3 202382
HAP Trading, LLC 2610.00%1.33%18.85%Q2 2013Q3 202380
MUFG Securities EMEA plc 3350.00%0.87%9.58%Q1 2014Q3 202377
CAPSTONE INVESTMENT ADVISORS, LLC 3110.00%0.29%2.90%Q2 2013Q3 202377
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 34340.41%2.30%7.85%Q2 2015Q3 202375
MILLENNIUM MANAGEMENT LLC 2310.00%0.47%2.76%Q2 2013Q3 202372
TWO SIGMA SECURITIES, LLC 1610.00%2.70%46.93%Q4 2014Q3 202371
TWO SIGMA INVESTMENTS, LP 1910.00%0.16%1.05%Q2 2013Q3 202370
SYMMETRY PEAK MANAGEMENT LLC 2610.06%3.09%61.73%Q2 2013Q3 202369
Bluefin Trading, LLC 29290.00%0.31%2.82%Q2 2013Q2 202067
CREDIT AGRICOLE S A 42420.00%1.19%10.53%Q2 2013Q3 202365
Sculptor Capital LP 1710.00%3.39%46.25%Q3 2013Q3 202261
BALYASNY ASSET MANAGEMENT L.P. 1120.01%0.12%0.64%Q2 2013Q3 202361
Paloma Partners Management Co 2810.00%0.08%0.49%Q3 2014Q2 202360
US BANCORP \DE\ 42420.00%0.03%0.13%Q2 2013Q3 202358
Daiwa Securities Group Inc. 42420.00%0.21%0.80%Q2 2013Q3 202358
Centiva Capital, LP 22220.00%0.33%3.54%Q2 2018Q3 202355
PEAK6 Investments LLC 21210.00%1.71%5.45%Q3 2018Q3 202354
Financial Architects, Inc 2520.00%0.50%3.66%Q2 2013Q2 202352
PRELUDE CAPITAL MANAGEMENT, LLC 2710.01%1.77%17.88%Q1 2013Q3 202352
Squarepoint Ops LLC 2020.00%0.26%0.80%Q2 2017Q3 202351
QCM Cayman, Ltd. 1510.12%2.22%7.34%Q4 2013Q3 202351
Lido Advisors, LLC 1710.00%0.20%0.72%Q2 2017Q3 202351
ALLIANCEBERNSTEIN L.P. 42420.00%0.10%0.46%Q2 2013Q3 202351
BlackRock Inc. 42420.00%0.33%1.60%Q2 2013Q3 202351
CenterStar Asset Management, LLC 1310.00%0.57%12.64%Q4 2017Q2 202351
Jump Trading, LLC 1470.00%0.35%1.12%Q4 2013Q1 201950
J. Goldman & Co LP 1310.00%0.40%1.80%Q3 2013Q3 202350
PEAK6 Group LLC 1550.00%0.27%1.29%Q2 2013Q2 201849
CIBC WORLD MARKET INC. 3310.00%0.09%0.75%Q3 2013Q3 202349
Invesco Ltd. 42420.00%0.17%0.64%Q2 2013Q3 202349
MISSION WEALTH MANAGEMENT, LP 31310.00%0.43%1.61%Q1 2016Q3 202349
Sigma Planning Corp 2860.01%0.18%0.72%Q4 2014Q3 202348
MAI Capital Management 28280.00%0.06%0.20%Q4 2016Q3 202348
XR Securities LLC 21210.03%1.90%11.12%Q3 2018Q3 202348
BENJAMIN F. EDWARDS & COMPANY, INC. 41410.00%0.06%0.23%Q3 2013Q3 202347
STATE OF WISCONSIN INVESTMENT BOARD 42420.02%0.36%1.46%Q2 2013Q3 202347
RAYMOND JAMES & ASSOCIATES 42420.00%0.08%0.28%Q2 2013Q3 202347
Cubist Systematic Strategies, LLC 1640.00%0.15%0.95%Q2 2014Q3 202347
DekaBank Deutsche Girozentrale 42420.00%0.31%1.58%Q2 2013Q3 202347
SYNOVUS FINANCIAL CORP 24170.00%0.04%0.20%Q2 2013Q3 202347
TCI Wealth Advisors, Inc. 44440.00%0.12%0.63%Q4 2012Q3 202346
NATIXIS 1230.00%1.78%37.75%Q3 2013Q3 202345
Private Advisor Group, LLC 40400.00%0.18%0.66%Q4 2013Q3 202345
DRW Securities, LLC 1440.02%1.37%6.41%Q1 2019Q3 202344
GUGGENHEIM CAPITAL LLC 42420.01%0.30%1.19%Q2 2013Q3 202344
D.A. DAVIDSON & CO. 42420.00%0.06%0.22%Q2 2013Q3 202344
MACQUARIE GROUP LTD 42420.00%0.04%0.17%Q2 2013Q3 202344
Bank of New York Mellon Corp 42420.00%0.32%1.31%Q2 2013Q3 202344
NIGHTVIEW CAPITAL, LLC 24241.19%27.28%66.24%Q4 2017Q3 202344
Gerber Kawasaki Wealth & Investment Management 32320.00%4.50%13.80%Q4 2015Q3 202343
J.P. Morgan Private Wealth Advisors LLC 4010.00%0.08%0.31%Q2 2013Q3 202343
Manchester Capital Management LLC 39390.00%0.51%2.94%Q1 2014Q3 202343
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 43430.00%0.26%1.18%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.02%0.55%2.04%Q1 2013Q3 202343
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.03%0.19%0.68%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.00%0.08%0.20%Q2 2013Q3 202342
Legal & General Group Plc 42420.00%0.46%1.68%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.06%0.51%1.71%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.01%0.46%1.99%Q2 2013Q3 202342
Moors & Cabot, Inc. 20160.00%0.19%0.80%Q2 2014Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.03%0.45%2.05%Q2 2013Q3 202342
Swiss National Bank 42420.03%0.59%2.25%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.43%1.73%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.02%0.50%2.11%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.01%0.49%1.78%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.01%0.48%3.72%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.04%0.44%1.66%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.06%0.56%2.03%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.17%0.48%Q2 2013Q3 202342
Veritable, L.P. 42420.01%0.07%0.29%Q1 2013Q2 202342
NISA INVESTMENT ADVISORS, LLC 42420.01%0.32%1.41%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.52%1.89%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.02%0.30%0.95%Q2 2013Q3 202342
CABOT WEALTH MANAGEMENT INC 42420.22%0.82%1.24%Q2 2013Q3 202342
MENLO ADVISORS LLC 42420.18%1.38%4.22%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.03%0.10%Q2 2013Q3 202342
ZEVENBERGEN CAPITAL INVESTMENTS LLC 42423.26%6.66%12.11%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 41410.00%0.10%0.23%Q3 2013Q3 202342
NORGES BANK 4020.01%0.38%1.87%Q2 2012Q4 202242
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.17%0.53%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.08%0.34%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.01%0.08%0.22%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.01%0.45%1.84%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.03%0.50%1.92%Q2 2013Q3 202342
JENNISON ASSOCIATES LLC 42420.01%2.45%8.08%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.34%1.64%Q2 2013Q3 202342
Edge Wealth Management LLC 42420.00%0.09%0.43%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.03%0.05%0.11%Q2 2013Q3 202342
HUNTINGTON NATIONAL BANK 3660.00%0.15%0.76%Q3 2012Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.09%0.68%1.71%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.06%0.19%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.13%0.65%Q2 2013Q3 202342
M&T BANK CORP 41410.00%0.06%0.33%Q3 2013Q3 202342
Evercore Wealth Management, LLC 42420.00%0.07%0.18%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.23%1.37%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.11%0.56%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.11%0.50%Q2 2013Q3 202342
Apriem Advisors 42420.01%0.96%3.86%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.36%1.86%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.08%0.37%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.01%0.12%0.42%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.01%0.51%2.04%Q2 2013Q3 202342
PRIMECAP MANAGEMENT CO/CA/ 42420.19%0.88%2.80%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.41%1.66%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.02%0.33%1.32%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.02%0.06%Q2 2013Q3 202342
Utah Retirement Systems 42420.05%0.58%2.13%Q2 2013Q3 202342
Capital World Investors 42420.03%1.60%6.74%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.01%0.37%2.60%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.03%0.16%0.44%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.10%0.45%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.03%0.47%1.90%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.04%0.43%1.94%Q2 2013Q3 202342
FRED ALGER MANAGEMENT, LLC 42420.00%0.48%2.49%Q2 2013Q3 202342
MORGAN STANLEY 42420.06%0.30%0.77%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.21%0.79%Q2 2013Q3 202342
LPL Financial LLC 26120.00%0.12%0.42%Q2 2013Q3 202342
FMR LLC 42420.13%0.52%1.06%Q2 2013Q3 202342
GILDER GAGNON HOWE & CO LLC 42421.09%3.89%11.03%Q2 2013Q3 202342
Baillie Gifford 42420.76%4.92%10.72%Q2 2013Q3 202342
ProShare Advisors LLC 41410.06%0.68%2.69%Q3 2013Q3 202341
Peregrine Asset Advisers, Inc. 3560.10%1.09%4.41%Q2 2013Q3 202341
OPPENHEIMER & CO INC 3560.01%0.22%0.71%Q2 2013Q3 202341
Calamos Advisors LLC 1550.00%0.39%1.45%Q3 2015Q3 202341
JOHNSON INVESTMENT COUNSEL INC 41410.01%0.15%0.58%Q3 2013Q3 202341
STRS OHIO 41410.00%0.34%1.31%Q3 2013Q3 202341
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 41410.09%0.55%1.74%Q3 2013Q3 202341
Sumitomo Mitsui Trust Holdings, Inc. 41410.07%0.68%2.21%Q3 2013Q3 202341
SHELTON CAPITAL MANAGEMENT 41410.07%1.00%3.11%Q3 2013Q3 202341
WESTPAC BANKING CORP 41410.00%0.28%1.16%Q3 2013Q3 202341
PROFUND ADVISORS LLC 41410.05%0.71%2.40%Q3 2013Q3 202341
Sumitomo Mitsui DS Asset Management Company, Ltd 41410.04%0.93%2.97%Q3 2013Q3 202341
PRINCIPAL FINANCIAL GROUP INC 30110.00%0.17%0.73%Q2 2013Q3 202341
Asset Management One Co., Ltd. 41410.02%0.42%1.52%Q3 2013Q3 202341
WEATHERLY ASSET MANAGEMENT L. P. 41410.07%0.28%0.71%Q3 2013Q3 202341
SHELL ASSET MANAGEMENT CO 41410.01%0.36%1.59%Q3 2013Q3 202341
IFP Advisors, Inc 17140.00%0.05%0.18%Q4 2015Q3 202341
BLAIR WILLIAM & CO/IL 41410.00%0.08%0.28%Q3 2013Q3 202341
Zurcher Kantonalbank (Zurich Cantonalbank) 41410.02%0.42%1.71%Q3 2013Q3 202341
ENTERPRISE FINANCIAL SERVICES CORP 3830.00%0.06%0.39%Q2 2013Q3 202341
Sandy Spring Bank 41410.00%0.06%0.16%Q3 2013Q3 202341
PANAGORA ASSET MANAGEMENT INC 41410.00%0.40%1.79%Q3 2013Q3 202341
KBC Group NV 41410.01%0.26%1.20%Q3 2013Q3 202341
ALBION FINANCIAL GROUP /UT 31100.03%0.18%0.50%Q2 2013Q3 202341
BNP Paribas Asset Management Holding S.A. 41410.00%0.45%2.12%Q3 2013Q3 202341
Arbiter Partners Capital Management LLC 39390.00%33.31%90.76%Q1 2014Q3 202341
REGIONS FINANCIAL CORP 41410.00%0.05%0.29%Q3 2013Q3 202341
NOMURA ASSET MANAGEMENT CO LTD 41410.04%0.38%1.55%Q3 2013Q3 202341
Evanson Asset Management, LLC 39390.00%0.56%2.54%Q1 2014Q3 202341
SCOTIA CAPITAL INC. 38380.01%0.06%0.20%Q2 2014Q3 202340
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.03%0.11%Q2 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.02%0.08%Q4 2013Q3 202340
COMMERZBANK AKTIENGESELLSCHAFT /FI 28120.06%0.61%2.23%Q2 2013Q3 202340
Advisors Asset Management, Inc. 3460.00%0.08%0.39%Q2 2013Q3 202340
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 40400.00%0.02%0.08%Q4 2013Q3 202340
FUKOKU MUTUAL LIFE INSURANCE Co 3820.01%0.12%0.44%Q2 2013Q3 202340
TANAKA CAPITAL MANAGEMENT INC 40400.98%3.55%9.18%Q4 2013Q3 202340
Robeco Institutional Asset Management B.V. 3460.00%0.21%1.28%Q3 2013Q3 202340
HBK INVESTMENTS L P 810.00%0.40%2.56%Q3 2013Q3 202340
Tradewinds Capital Management, LLC 40400.00%0.04%0.13%Q4 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.01%0.10%0.46%Q4 2013Q3 202340
1832 Asset Management L.P. 2410.00%0.07%0.32%Q2 2013Q3 202340
CKW FINANCIAL GROUP 40400.00%0.01%0.06%Q4 2013Q3 202340
FIRST MANHATTAN CO. LLC. 2510.00%0.00%0.01%Q2 2013Q3 202340
Focused Wealth Management, Inc 40400.00%0.43%1.18%Q4 2013Q3 202340
Cetera Advisors LLC 40400.03%0.28%1.23%Q4 2013Q3 202340
Fort Point Capital Partners LLC 1720.01%0.21%0.60%Q1 2015Q3 202340
APG Asset Management N.V. 40400.02%0.50%1.80%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.07%0.65%2.30%Q4 2013Q3 202340
Ameritas Investment Partners, Inc. 40400.03%0.28%1.02%Q4 2013Q3 202340
MARSHALL WACE, LLP 1310.00%0.15%0.68%Q2 2014Q3 202340
AMALGAMATED BANK 40400.05%0.51%1.86%Q4 2013Q3 202340
BROWN ADVISORY INC 39390.00%0.00%0.02%Q1 2014Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.01%0.37%1.50%Q4 2013Q3 202340
Cetera Advisor Networks LLC 2110.00%0.16%0.59%Q3 2013Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3710.00%0.07%0.28%Q3 2013Q3 202340
KCM INVESTMENT ADVISORS LLC 40400.02%0.13%0.40%Q4 2013Q3 202340
COLDSTREAM CAPITAL MANAGEMENT INC 3340.04%0.19%0.71%Q2 2014Q3 202339
WELLINGTON MANAGEMENT GROUP LLP 1730.00%0.06%0.30%Q2 2013Q3 202339
CIBC Asset Management Inc 3720.00%0.18%0.70%Q4 2013Q3 202339
Perigon Wealth Management, LLC 3810.03%0.51%1.27%Q3 2011Q3 202339
Gemmer Asset Management LLC 39390.02%0.12%0.76%Q1 2014Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.23%1.12%3.65%Q1 2014Q3 202339
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3810.02%0.05%0.08%Q3 2013Q3 202339
PARSONS CAPITAL MANAGEMENT INC/RI 39390.03%0.16%0.52%Q1 2014Q3 202339
Janney Montgomery Scott LLC 29100.01%0.16%0.44%Q4 2013Q3 202339
Avestar Capital, LLC 1570.02%0.40%1.29%Q4 2017Q3 202339
BAMCO INC /NY/ 39390.38%5.24%15.33%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.06%0.23%Q1 2014Q3 202339
Bartlett & Co. LLC 23160.00%0.05%0.23%Q1 2014Q4 202339
JFS WEALTH ADVISORS, LLC 3810.00%0.02%0.12%Q2 2013Q3 202339
Rafferty Asset Management, LLC 3720.02%0.18%1.64%Q4 2013Q3 202339
AVIVA PLC 39390.06%0.44%1.54%Q1 2014Q3 202339
Tortoise Investment Management, LLC 2670.00%0.07%0.27%Q4 2014Q3 202338
North Star Investment Management Corp. 21170.00%0.03%0.13%Q1 2014Q3 202338
B. Riley Wealth Advisors, Inc. 38380.02%0.34%1.18%Q2 2014Q3 202338
INTEGRAL DERIVATIVES, LLC 18180.01%0.40%0.75%Q4 2013Q1 201838
WMS Partners, LLC 2410.03%0.08%0.25%Q3 2013Q3 202338
TUDOR INVESTMENT CORP ET AL 1110.01%0.06%0.23%Q4 2013Q3 202338
ROSENBLUM SILVERMAN SUTTON S F INC /CA 3030.35%1.11%3.82%Q4 2013Q3 202338
Candriam S.C.A. 36360.00%0.38%1.34%Q4 2014Q3 202338
Ashfield Capital Partners, LLC 38380.04%0.20%0.43%Q2 2013Q3 202238
Livforsakringsbolaget Skandia, Omsesidigt 21170.04%0.51%1.99%Q1 2014Q3 202338
BLUESTEIN R H & CO LLC 38380.01%0.12%0.96%Q2 2013Q3 202238
Capula Management Ltd 1220.00%0.41%2.33%Q3 2019Q3 202338
SUMITOMO LIFE INSURANCE CO 38380.06%0.19%0.60%Q2 2014Q3 202338
AQR Capital Management 2010.00%0.18%0.93%Q4 2012Q3 202338
Verition Fund Management LLC 1240.00%0.12%0.42%Q4 2015Q3 202338
Van Hulzen Asset Management, LLC 3620.38%1.46%3.60%Q4 2013Q3 202338
Winch Advisory Services, LLC 3530.01%0.11%0.35%Q1 2014Q3 202338
Tarbox Family Office, Inc. 3530.00%0.02%0.09%Q1 2014Q3 202338
SCHRODER INVESTMENT MANAGEMENT GROUP 21160.00%0.12%0.74%Q3 2013Q3 202337
Man Group plc 23230.00%0.13%0.95%Q1 2018Q3 202337
SILVERCREST ASSET MANAGEMENT GROUP LLC 3430.00%0.01%0.07%Q2 2014Q3 202337
Valeo Financial Advisors, LLC 25250.00%0.22%0.83%Q3 2017Q3 202337
COMERICA BANK 2610.00%0.18%0.77%Q2 2013Q3 202337
OneDigital Investment Advisors LLC 2050.00%0.20%2.31%Q2 2017Q3 202337
MARK ASSET MANAGEMENT LP 2110.04%3.78%11.15%Q1 2017Q3 202337
Malaga Cove Capital, LLC 27100.14%1.11%3.06%Q1 2014Q3 202337
Stratos Wealth Partners, LTD. 2890.02%0.18%0.54%Q2 2014Q3 202337
ATWOOD & PALMER INC 37370.00%0.02%0.08%Q3 2014Q3 202337
Jaffetilchin Investment Partners, LLC 3610.17%1.58%3.56%Q1 2014Q3 202337
MAPLELANE CAPITAL, LLC 2010.00%3.05%14.20%Q2 2013Q2 202037
National Pension Service 37370.09%0.64%2.09%Q3 2014Q3 202337
Spot Trading L.L.C 16160.00%0.16%0.68%Q2 2013Q1 201737
GATEWAY INVESTMENT ADVISERS LLC 25120.02%0.57%2.36%Q2 2014Q3 202337
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2890.00%0.03%0.08%Q2 2014Q3 202337
American Research & Management Co. 3520.00%0.04%0.15%Q2 2013Q3 202237
BALDWIN BROTHERS LLC/MA 3240.00%0.06%0.35%Q1 2014Q4 202336
IBM Retirement Fund 36360.05%0.41%2.02%Q2 2013Q1 202236
TOCQUEVILLE ASSET MANAGEMENT L.P. 1210.00%0.02%0.06%Q2 2013Q3 202336
Neuberger Berman Group LLC 3510.00%0.03%0.09%Q3 2013Q3 202336
WEDBUSH SECURITIES INC 3510.04%0.35%1.21%Q2 2014Q3 202336
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.05%0.17%Q2 2015Q3 202336
IPG Investment Advisors LLC 3330.08%0.85%2.67%Q3 2014Q3 202336
CARLSON CAPITAL L P 1820.00%0.05%0.36%Q2 2013Q3 202336
AlphaMark Advisors, LLC 2810.01%0.06%0.16%Q2 2013Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.01%0.10%0.35%Q4 2014Q3 202336
Glassman Wealth Services 36360.03%0.48%2.44%Q4 2014Q3 202336
ACG Wealth 36360.04%0.37%1.17%Q4 2013Q3 202236
Raymond James Financial Services Advisors, Inc. 2380.00%0.11%0.33%Q4 2015Q3 202336
JNBA Financial Advisors 36360.00%0.03%0.10%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.21%1.47%Q2 2013Q1 202236
Laird Norton Wetherby Wealth Management, LLC 34340.01%0.35%1.26%Q2 2015Q3 202336
BRIGHTON JONES LLC 2630.05%0.33%0.89%Q3 2013Q3 202336
SEI INVESTMENTS CO 36360.02%0.15%0.56%Q4 2014Q3 202336
SG3 Management, LLC 1230.06%3.89%11.36%Q1 2017Q4 202236
TORONTO DOMINION BANK 3110.00%0.26%1.08%Q1 2013Q3 202335
Capital Advisors, Ltd. LLC 35350.00%0.02%0.08%Q1 2015Q3 202335
D'Orazio & Associates, Inc. 35350.00%0.12%0.43%Q1 2015Q3 202335
TEACHER RETIREMENT SYSTEM OF TEXAS 1720.00%0.42%1.70%Q2 2013Q3 202335
COMMERCE BANK 2820.00%0.10%0.36%Q3 2014Q3 202335
Lowe Wealth Advisors, LLC 22130.00%0.02%0.05%Q4 2014Q4 202335
Garde Capital, Inc. 3410.06%0.25%0.62%Q3 2014Q3 202335
Advisory Services Network, LLC 2780.00%0.24%0.85%Q4 2014Q3 202335
FinTrust Capital Advisors, LLC 20200.01%0.18%0.62%Q4 2018Q3 202335
STEPHENS INC /AR/ 1720.00%0.05%0.16%Q2 2013Q3 202335
Blume Capital Management, Inc. 35350.00%0.02%0.06%Q1 2015Q3 202335
Marathon Trading Investment Management LLC 1010.01%0.81%9.86%Q2 2013Q3 202335
Johnson Financial Group, Inc. 3410.00%0.03%0.15%Q4 2014Q3 202335
Korea Investment CORP 1510.00%0.44%1.65%Q3 2013Q3 202335
Mirae Asset Global Investments Co., Ltd. 2780.04%0.94%2.43%Q1 2014Q3 202335
Stonehage Fleming Financial Services Holdings Ltd 18170.00%0.03%0.11%Q4 2014Q3 202335
BESSEMER GROUP INC 1820.00%0.01%0.02%Q2 2013Q3 202335
Chevy Chase Trust Holdings, LLC 1720.00%0.49%1.88%Q3 2014Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.03%0.15%Q2 2013Q4 202135
Allworth Financial LP 35350.01%0.05%0.15%Q1 2015Q3 202335
Roble, Belko & Company, Inc 35350.00%0.01%0.03%Q1 2015Q3 202335
PITTENGER & ANDERSON INC 19150.00%0.02%0.10%Q1 2015Q3 202334
Bienville Capital Management, LLC 18160.02%0.70%4.72%Q4 2014Q3 202334
Sheaff Brock Investment Advisors, LLC 1620.02%0.24%0.71%Q4 2015Q3 202334
ARROW FINANCIAL CORP 3220.00%0.18%0.76%Q2 2013Q3 202334
Meiji Yasuda Asset Management Co Ltd. 34340.03%0.31%1.14%Q2 2015Q3 202334
EQUITEC PROPRIETARY MARKETS, LLC 1010.00%4.23%21.28%Q1 2015Q3 202334
Connor, Clark & Lunn Investment Management Ltd. 3310.00%0.17%0.79%Q1 2014Q3 202334
Nelson Capital Management, LLC 1520.00%0.03%0.07%Q3 2013Q3 202334
AMP Capital Investors Ltd 34340.03%0.18%0.92%Q2 2013Q3 202134
TOKIO MARINE ASSET MANAGEMENT CO LTD 18160.03%0.29%0.98%Q1 2014Q3 202334
Baird Financial Group, Inc. 34340.06%0.27%0.52%Q2 2015Q3 202334
ADIRONDACK TRUST CO 34340.01%0.21%0.73%Q2 2015Q3 202334
AXA S.A. 2810.00%0.29%1.17%Q3 2014Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.02%0.28%0.87%Q2 2015Q3 202334
Kovack Advisors, Inc. 27270.00%0.39%1.05%Q1 2017Q3 202334
DELTA ASSET MANAGEMENT LLC/TN 3040.00%0.00%0.02%Q3 2014Q3 202334
Rathbones Group PLC 34340.05%0.13%0.24%Q2 2015Q3 202334
Nuveen Asset Management, LLC 18110.00%0.54%1.70%Q4 2015Q3 202334
Tredje AP-fonden 34340.00%0.49%1.72%Q2 2015Q3 202334
FIRST MERCANTILE TRUST CO 34340.09%0.29%0.63%Q2 2013Q3 202134
BINGHAM OSBORN & SCARBOROUGH LLC 34340.04%0.18%0.83%Q2 2013Q3 202134
BOOTHBAY FUND MANAGEMENT, LLC 1010.01%0.25%1.75%Q2 2015Q3 202334
EXANE DERIVATIVES 1610.00%0.09%0.81%Q1 2015Q1 202234
Point72 Hong Kong Ltd 910.00%0.26%2.11%Q3 2014Q4 202234
World Asset Management Inc 34340.02%0.18%1.09%Q2 2013Q3 202134
Avidian Wealth Solutions, LLC 2320.00%0.14%0.57%Q2 2014Q3 202334
IMA Wealth, Inc. 2330.02%0.15%0.78%Q3 2013Q3 202334
Plante Moran Financial Advisors, LLC 2910.00%0.04%0.20%Q1 2014Q3 202334
FARMERS & MERCHANTS INVESTMENTS INC 21130.00%0.01%0.04%Q1 2014Q3 202334
SIGNATUREFD, LLC 2510.00%0.11%0.40%Q1 2014Q3 202334
PUBLIC SECTOR PENSION INVESTMENT BOARD 1310.01%0.38%1.28%Q4 2013Q3 202334
Tower Research Capital LLC (TRC) 1410.00%0.53%2.43%Q2 2013Q3 202334
PICTET ASSET MANAGEMENT LTD 32320.01%0.16%0.62%Q3 2013Q2 202134
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2070.00%0.24%1.36%Q4 2016Q3 202333
REILLY FINANCIAL ADVISORS, LLC 2810.00%0.05%0.27%Q2 2013Q4 202133
ASSETMARK, INC 33330.00%0.02%0.15%Q3 2015Q3 202333
Royal Fund Management, LLC 28280.01%0.32%1.10%Q4 2016Q3 202333
CIDEL ASSET MANAGEMENT INC 33330.06%0.26%0.65%Q3 2015Q3 202333
CAAS CAPITAL MANAGEMENT LP 13130.00%0.93%8.24%Q3 2020Q3 202333
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3120.00%0.13%0.66%Q3 2013Q3 202333
PATHSTONE FAMILY OFFICE, LLC 2720.01%0.47%3.10%Q2 2013Q3 202333
Hudock, Inc. 2220.00%0.04%0.11%Q1 2014Q3 202333
MONETARY MANAGEMENT GROUP INC 33330.01%0.34%1.30%Q3 2015Q3 202333
KEYBANK NATIONAL ASSOCIATION/OH 33330.00%0.02%0.06%Q3 2015Q3 202333
Capital Research Global Investors 18150.01%0.16%0.56%Q2 2013Q3 202333
AMF Tjanstepension AB 2810.00%1.26%4.21%Q4 2014Q3 202333
MARSICO CAPITAL MANAGEMENT LLC 1630.03%1.17%4.52%Q2 2013Q3 202333
Checchi Capital Advisers, LLC 2760.02%0.30%1.09%Q2 2015Q3 202333
Laurion Capital Management LP 410.00%0.41%2.20%Q1 2014Q3 202333
GRIMES & COMPANY, INC. 1610.02%0.05%0.12%Q3 2014Q3 202333
WADE G W & INC 33330.03%0.08%0.19%Q3 2015Q3 202333
Mutual Advisors, LLC 1610.00%0.27%0.90%Q4 2018Q3 202332
DAVENPORT & Co LLC 1660.00%0.02%0.07%Q4 2014Q3 202332
ARK Investment Management 2430.00%5.24%8.73%Q4 2016Q3 202332
Essex Financial Services, Inc. 2840.05%0.46%1.44%Q3 2015Q3 202332
CANADA PENSION PLAN INVESTMENT BOARD 3110.00%0.11%0.54%Q3 2013Q3 202332
ROCKY MOUNTAIN ADVISERS, LLC 32320.18%0.58%1.05%Q4 2015Q3 202332
NORTHEAST INVESTMENT MANAGEMENT 1550.02%0.18%0.53%Q1 2014Q3 202332
BANQUE PICTET & CIE SA 1310.00%1.62%12.25%Q4 2013Q3 202332
SNS Financial Group, LLC 2610.01%0.19%0.48%Q4 2016Q3 202332
UBS OCONNOR LLC 1110.00%0.11%0.59%Q3 2014Q3 202332
MV CAPITAL MANAGEMENT, INC. 32320.01%0.06%0.21%Q4 2015Q3 202332
Ballentine Partners, LLC 2610.00%0.11%0.27%Q3 2013Q3 202332
Formidable Asset Management, LLC 1610.01%0.23%0.58%Q3 2014Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.03%0.50%1.62%Q4 2015Q3 202332
OPTIMUM INVESTMENT ADVISORS 2430.00%0.13%0.46%Q3 2014Q4 202332
HIGHFIELDS CAPITAL MANAGEMENT LP 1730.00%0.83%2.65%Q3 2013Q4 201832
EP Wealth Advisors, LLC 3110.00%0.08%0.21%Q3 2015Q3 202332
CWM, LLC 2480.00%0.06%0.22%Q3 2015Q3 202332
MASSMUTUAL TRUST CO FSB/ADV 2930.00%0.09%0.41%Q4 2015Q4 202332
SONATA CAPITAL GROUP INC 1730.11%0.25%0.47%Q4 2014Q3 202331
Geneos Wealth Management Inc. 31310.03%0.18%0.54%Q1 2016Q3 202331
BROWN BROTHERS HARRIMAN & CO 31310.00%0.01%0.04%Q1 2016Q3 202331
Avior Wealth Management, LLC 2650.00%0.07%0.29%Q4 2015Q3 202331
Clarius Group, LLC 21100.15%0.58%1.14%Q4 2015Q3 202331
Pacer Advisors, Inc. 19120.05%0.28%0.99%Q4 2015Q3 202331
Caprock Group, LLC 31310.05%0.32%0.83%Q1 2016Q3 202331
AllSquare Wealth Management LLC 1840.00%0.02%0.05%Q1 2015Q3 202331
Carmichael Hill & Associates, Inc. 16160.03%0.53%1.03%Q4 2019Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.27%0.90%Q1 2016Q3 202331
Mariner, LLC 16150.01%0.31%1.57%Q3 2015Q3 202331
TRILLIUM ASSET MANAGEMENT, LLC 1910.01%0.07%0.20%Q3 2013Q4 202231
Regal Wealth Group, Inc. 2830.03%0.14%0.34%Q4 2015Q3 202331
EQUITEC SPECIALISTS, LLC 820.00%2.25%12.92%Q2 2015Q1 202131
Kingsview Wealth Management, LLC 910.00%0.15%0.44%Q2 2017Q3 202331
Carnegie Capital Asset Management, LLC 1510.02%0.07%0.23%Q2 2014Q3 202331
Renaissance Technologies 2020.00%0.41%1.97%Q2 2013Q3 202331
Asset Dedication, LLC 2650.00%0.04%0.12%Q4 2015Q3 202331
EXENCIAL WEALTH ADVISORS, LLC 1610.02%0.79%3.11%Q1 2013Q3 202331
Aperio Group, LLC 31310.02%0.10%0.97%Q2 2013Q4 202031
Lombard Odier Asset Management (USA) Corp 1820.01%1.50%6.35%Q2 2017Q3 202331
HBK Sorce Advisory LLC 31310.02%0.15%0.40%Q1 2016Q3 202331
Kemnay Advisory Services Inc. 31310.01%0.09%0.62%Q1 2014Q3 202131
Wealth Architects, LLC 2740.07%0.38%0.99%Q2 2015Q3 202331
Spectrum Management Group, LLC 1190.00%0.04%0.64%Q4 2013Q3 202230
Trust Co 30300.00%0.06%0.31%Q2 2016Q3 202330
Gradient Investments LLC 2110.00%0.02%0.09%Q4 2013Q3 202330
People's United Financial, Inc. 1310.00%0.05%0.22%Q4 2013Q1 202230
CONNABLE OFFICE INC 30300.08%0.18%0.39%Q2 2016Q3 202330
ROYAL LONDON ASSET MANAGEMENT LTD 2240.03%0.48%1.24%Q1 2014Q3 202330
BOKF, NA 1560.01%0.14%0.51%Q3 2015Q3 202330
UNITED SERVICES AUTOMOBILE ASSOCIATION 2460.01%0.14%0.73%Q3 2013Q3 202330
NEXT Financial Group, Inc 16140.02%0.25%1.07%Q2 2014Q4 202130
Jacobi Capital Management LLC 30300.00%0.11%0.33%Q2 2016Q3 202330
Linscomb & Williams, Inc. 2550.01%0.13%0.48%Q1 2016Q3 202330
SteelPeak Wealth, LLC 16160.00%1.36%2.94%Q4 2019Q3 202330
CPWM, LLC 30300.06%0.35%1.36%Q2 2015Q3 202230
Rehmann Capital Advisory Group 15150.04%0.21%0.58%Q4 2015Q3 202330
BUCKINGHAM STRATEGIC WEALTH, LLC 28280.00%0.21%0.59%Q4 2016Q3 202329
LEVEL FOUR ADVISORY SERVICES, LLC 28280.00%0.21%0.94%Q4 2016Q3 202329
Patriot Financial Group Insurance Agency, LLC 28280.02%0.20%0.71%Q4 2016Q3 202329
Pinkerton Retirement Specialists, LLC 16130.01%0.06%0.23%Q4 2014Q3 202329
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2810.00%0.01%0.06%Q4 2014Q3 202329
EATON VANCE MANAGEMENT 29290.00%0.14%0.89%Q3 2015Q3 202229
SpiderRock Advisors, LLC 1510.00%0.41%8.63%Q1 2017Q3 202329
Kistler-Tiffany Companies, LLC 2720.00%0.04%0.14%Q2 2013Q2 202329
DnB Asset Management AS 29290.03%0.43%1.13%Q4 2016Q4 202329
PROFFITT & GOODSON INC 2180.02%0.08%0.20%Q1 2016Q3 202329
Krilogy Financial LLC 1610.01%0.20%0.55%Q3 2015Q3 202329
Proficio Capital Partners LLC 15140.00%0.14%0.38%Q4 2015Q3 202329
Cypress Capital Management LLC (WY) 2180.00%0.04%0.10%Q4 2014Q2 202229
Clean Yield Group 1010.00%0.04%0.15%Q1 2015Q3 202329
Smithfield Trust Co 2810.00%0.02%0.04%Q3 2013Q3 202329
TORTOISE CAPITAL ADVISORS, L.L.C. 2130.00%0.00%0.04%Q4 2014Q2 202329
First Allied Advisory Services, Inc. 29290.02%0.08%0.37%Q3 2013Q3 202029
RPg Family Wealth Advisory, LLC 2030.01%0.10%0.30%Q1 2016Q3 202329
PINNACLE ASSOCIATES LTD 2810.00%0.10%0.35%Q4 2015Q3 202329
Diversified Trust Co 2110.01%0.21%0.43%Q2 2013Q4 202329
AE Wealth Management LLC 26260.00%0.19%0.49%Q2 2017Q3 202329
RPG Investment Advisory, LLC 1470.00%0.46%1.52%Q2 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.03%0.08%Q1 2016Q4 202228
FLAGSHIP HARBOR ADVISORS, LLC 28280.10%0.68%1.68%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.12%0.91%2.28%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.20%0.72%Q4 2016Q3 202328
Harvest Fund Management Co., Ltd 28280.01%1.66%6.44%Q4 2016Q3 202328
Covington Capital Management 2710.01%0.10%0.33%Q2 2015Q3 202228
HCR Wealth Advisors 28280.09%0.35%0.74%Q4 2016Q3 202328
CIBC WORLD MARKETS CORP 1720.00%0.51%2.06%Q2 2015Q3 202328
Russell Investments Group, Ltd. 28280.01%0.20%0.77%Q4 2016Q3 202328
LORD, ABBETT & CO. LLC 910.00%0.33%1.29%Q2 2013Q3 202328
MASTERS CAPITAL MANAGEMENT LLC 2010.35%3.98%10.86%Q2 2013Q3 202228
CHOREO, LLC 1810.02%0.07%0.16%Q1 2016Q3 202328
Independent Advisor Alliance 26260.00%0.44%1.29%Q2 2017Q3 202328
Intellectus Partners, LLC 28280.41%2.60%6.22%Q4 2016Q3 202328
Westside Investment Management, Inc. 1510.00%0.05%0.18%Q4 2016Q3 202328
Global Retirement Partners, LLC 2070.00%0.23%0.65%Q4 2016Q3 202328
PUTNAM INVESTMENTS LLC 1510.01%0.40%1.26%Q2 2013Q3 202328
TELEMUS CAPITAL, LLC 1520.00%0.14%0.28%Q1 2016Q3 202328
L & S Advisors Inc 2710.03%0.35%0.88%Q2 2015Q3 202328
SECURITY NATIONAL TRUST CO 2530.00%0.01%0.05%Q3 2013Q3 202128
LS Investment Advisors, LLC 2620.00%0.04%0.42%Q4 2013Q1 202128
Sterling Investment Advisors, Ltd. 28280.11%0.33%0.82%Q4 2016Q3 202328
Jasper Ridge Partners, L.P. 28280.02%0.91%4.41%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.02%0.35%0.99%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.03%0.67%1.96%Q4 2016Q3 202328
Reynders McVeigh Capital Management, LLC 28280.05%1.00%2.70%Q4 2016Q3 202328
INGALLS & SNYDER LLC 1510.01%0.04%0.10%Q2 2017Q3 202328
FINANCIAL COUNSELORS INC 1810.01%0.29%1.06%Q4 2014Q3 202328
Pflug Koory, LLC 28280.00%0.01%0.09%Q4 2016Q3 202328
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.09%0.43%0.88%Q3 2014Q3 202328
Clearstead Advisors, LLC 28280.06%0.41%1.20%Q4 2016Q3 202328
683 Capital Management, LLC 1410.29%7.58%28.74%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.02%0.24%0.69%Q4 2016Q3 202328
Penserra Capital Management LLC 2350.00%0.07%0.24%Q4 2015Q3 202328
WEST PACES ADVISORS INC. 28280.00%0.03%0.07%Q4 2016Q3 202328
GIRARD PARTNERS LTD. 27270.06%0.30%0.78%Q1 2017Q3 202327
Belvedere Trading LLC 1210.00%1.56%4.79%Q4 2014Q3 202327
DUNCKER STREETT & CO INC 16110.00%0.03%0.15%Q4 2016Q3 202327
Private Ocean, LLC 2340.00%0.02%0.13%Q1 2014Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.06%0.09%Q2 2013Q4 201927
Freedom Investment Management, Inc. 15120.03%0.15%0.40%Q2 2015Q3 202327
AdvisorNet Financial, Inc 24240.00%0.50%1.70%Q4 2017Q3 202327
ALPS ADVISORS INC 2210.00%0.20%0.57%Q2 2016Q3 202327
Anchor Investment Management, LLC 27270.00%0.08%0.22%Q2 2017Q4 202327
St. Johns Investment Management Company, LLC 1180.00%0.02%0.17%Q2 2017Q3 202327
Regal Investment Advisors LLC 1010.00%0.06%0.20%Q2 2013Q3 202327
Cribstone Capital Management, LLC 27270.00%0.03%0.16%Q2 2016Q4 202227
Fisher Asset Management, LLC 1610.00%0.00%0.00%Q1 2014Q3 202327
Whitnell & Co. 27270.01%0.21%0.52%Q2 2013Q4 201927
LINCOLN NATIONAL CORP 27270.01%0.11%0.28%Q1 2017Q3 202327
GenTrust, LLC 2610.02%0.26%1.14%Q4 2016Q3 202327
Balentine LLC 1810.00%0.03%0.13%Q1 2015Q3 202327
CASTLEARK MANAGEMENT LLC 26260.03%0.89%2.28%Q2 2017Q3 202326
Otter Creek Advisors, LLC 2010.52%2.10%4.66%Q4 2015Q4 202226
ADVISORY RESEARCH INC 2240.00%0.07%0.28%Q1 2017Q3 202326
Schonfeld Strategic Advisors LLC 610.00%0.17%1.20%Q1 2016Q3 202326
Kiwi Wealth Investments Limited Partnership 1210.03%0.32%1.56%Q3 2013Q2 202326
CREATIVE FINANCIAL DESIGNS INC /ADV 1510.00%0.13%0.32%Q4 2016Q3 202326
ROPES WEALTH ADVISORS LLC 26260.04%0.23%0.68%Q2 2017Q3 202326
Sequoia Financial Advisors, LLC 26260.02%0.14%0.31%Q2 2017Q3 202326
TD Capital Management LLC 26260.00%0.02%0.06%Q2 2017Q3 202326
Cerity Partners LLC 2510.06%0.19%0.50%Q1 2017Q3 202326
Zuckerman Investment Group, LLC 1410.04%0.21%1.18%Q1 2011Q3 202326
NewSquare Capital LLC 15110.00%0.04%0.40%Q4 2016Q3 202326
Brinker Capital Investments, LLC 1010.00%0.02%0.12%Q4 2013Q4 202226
HHR Asset Management, LLC 26262.59%4.42%5.29%Q2 2013Q3 201926
PRIO WEALTH LIMITED PARTNERSHIP 1610.01%0.06%0.15%Q1 2016Q3 202326
HARTFORD INVESTMENT MANAGEMENT CO 14120.01%0.80%2.28%Q3 2013Q3 202326
THRIVENT FINANCIAL FOR LUTHERANS 1310.00%0.34%1.18%Q3 2014Q3 202326
Harfst & Associates, Inc. 1630.05%0.31%0.66%Q2 2015Q3 202326
ING GROEP NV 1410.00%0.18%1.24%Q4 2013Q3 202326
Winslow, Evans & Crocker, Inc. 1880.00%0.03%0.29%Q1 2014Q4 202026
Walleye Capital LLC 1320.00%0.60%4.78%Q4 2019Q3 202326
TRUIST FINANCIAL CORP 1610.00%0.06%0.32%Q4 2014Q3 202326
MML INVESTORS SERVICES, LLC 26260.04%0.19%0.45%Q2 2017Q3 202326
Alpha Cubed Investments, LLC 1510.00%0.48%1.69%Q4 2013Q3 202326
Cypress Wealth Services, LLC 2010.01%0.45%1.02%Q4 2017Q3 202325
LOS ANGELES CAPITAL MANAGEMENT LLC 1610.00%0.78%2.05%Q1 2015Q3 202325
ETF MANAGERS GROUP, LLC 2410.00%0.04%0.15%Q1 2016Q1 202325
Altshuler Shaham Ltd 1510.00%0.07%1.50%Q4 2018Q3 202325
Cornerstone Advisors, Inc. 25250.00%0.04%0.27%Q2 2013Q2 201925
Snowden Capital Advisors LLC 940.02%0.35%0.93%Q1 2016Q3 202325
SHEPHERD KAPLAN KROCHUK, LLC 1410.03%0.36%1.00%Q2 2013Q4 202025
Laurel Wealth Advisors, Inc. 2310.02%0.25%0.64%Q1 2016Q4 202225
Parkside Financial Bank & Trust 2410.00%0.13%0.38%Q2 2016Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.00%0.01%0.06%Q2 2013Q2 201925
Ausdal Financial Partners, Inc. 1960.08%0.31%0.94%Q4 2015Q3 202325
OPPENHEIMER ASSET MANAGEMENT INC. 2230.00%0.06%0.18%Q1 2017Q3 202325
Nan Shan Life Insurance Co., Ltd. 1540.13%0.90%3.41%Q1 2014Q3 202325
NN Investment Partners Holdings N.V. 25250.01%0.21%0.80%Q1 2016Q1 202225
TCW GROUP INC 1320.02%0.23%0.46%Q2 2013Q3 202325
Lenox Wealth Advisors, LLC 2140.00%0.06%0.28%Q4 2015Q1 202225
State of Alaska, Department of Revenue 15100.00%0.56%1.51%Q1 2017Q3 202325
MinichMacGregor Wealth Management, LLC 13120.00%0.15%0.38%Q4 2015Q3 202325
FIDUCIARY TRUST CO 14110.01%0.02%0.07%Q2 2017Q3 202325
MACKENZIE FINANCIAL CORP 2310.00%0.04%0.12%Q4 2013Q3 202325
SVB WEALTH LLC 1690.01%0.10%0.38%Q2 2017Q3 202325
Personal Capital Advisors Corp 25250.01%0.24%0.55%Q4 2016Q4 202225
Pinnacle Family Advisors, LLC 1870.11%2.47%6.79%Q4 2016Q3 202325
Hanson & Doremus Investment Management 25250.00%0.01%0.20%Q3 2017Q3 202325
Mizuho Markets Cayman LP 1020.00%0.58%4.65%Q3 2020Q3 202325
Elite Wealth Management, Inc. 1410.00%0.05%0.15%Q1 2013Q3 202325
Wealthcare Advisory Partners LLC 25250.02%0.13%0.37%Q3 2017Q3 202325
Lombard Odier Asset Management (Europe) Ltd 1610.01%0.28%1.64%Q2 2016Q3 202325
Sonora Investment Management, LLC 25250.00%0.02%0.11%Q3 2015Q3 202125
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
First Command Bank 1220.00%0.04%0.09%Q4 2016Q2 202325
Graham Capital Management, L.P. 1310.11%0.76%3.49%Q2 2015Q3 202325
First Command Financial Services, Inc. 1220.00%0.04%0.09%Q4 2016Q2 202325
Achmea Investment Management B.V. 1960.02%0.52%1.70%Q1 2017Q2 202325
RMB Capital Management, LLC 1690.01%0.04%0.10%Q1 2017Q3 202325
Crossmark Global Holdings, Inc. 1610.01%0.38%1.02%Q3 2016Q3 202325
STATE OF MICHIGAN RETIREMENT SYSTEM 13120.11%0.76%1.40%Q2 2013Q3 202325
IHT Wealth Management, LLC 1960.00%0.26%0.62%Q4 2016Q3 202325
DOCK STREET ASSET MANAGEMENT INC 14110.06%1.70%6.42%Q3 2015Q3 202325
CLEAR STREET MARKETS LLC 1010.00%0.66%2.78%Q4 2014Q3 202324
Avondale Wealth Management 24240.12%0.45%0.90%Q4 2017Q3 202324
NICOLET ADVISORY SERVICES, LLC 16160.00%0.11%0.30%Q4 2019Q3 202324
HoyleCohen, LLC 24240.31%1.52%3.16%Q4 2017Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.04%0.09%Q3 2017Q3 202324
Financial Advocates Investment Management 24240.07%0.45%0.89%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.03%0.10%0.17%Q2 2013Q1 201924
Slow Capital, Inc. 24240.67%2.52%5.49%Q4 2017Q3 202324
West Family Investments, Inc. 1010.00%1.10%8.05%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.30%0.67%Q4 2017Q3 202324
Qube Research & Technologies Ltd 610.01%0.15%0.55%Q2 2018Q3 202324
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 1540.00%0.62%1.58%Q4 2013Q3 202324
Crestwood Advisors Group, LLC 1830.00%0.05%0.12%Q1 2017Q3 202324
Front Row Advisors LLC 24240.00%0.15%1.01%Q4 2017Q3 202324
Dynamic Advisor Solutions LLC 2020.00%0.67%2.03%Q1 2018Q3 202324
HighPoint Advisor Group LLC 2310.10%0.76%3.18%Q1 2016Q2 202224
NVWM, LLC 24240.03%0.34%1.02%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.04%0.15%0.30%Q2 2013Q1 201924
CITY HOLDING CO 13110.01%0.02%0.07%Q4 2013Q3 202324
Cedar Brook Financial Partners, LLC 20200.00%0.47%0.92%Q4 2018Q3 202324
TIEDEMANN ADVISORS, LLC 24240.02%0.20%0.43%Q4 2017Q3 202324
Horan Securities, Inc. 1110.01%0.02%0.08%Q3 2016Q2 202324
Main Street Research LLC 1630.04%0.34%0.93%Q2 2015Q3 202324
Mn Services Vermogensbeheer B.V. 14100.06%0.86%2.84%Q1 2016Q3 202324
GROUP ONE TRADING, L.P. 910.00%0.12%0.56%Q2 2013Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.18%0.46%Q4 2017Q3 202324
THOMPSON DAVIS & CO., INC. 1680.03%1.87%7.84%Q4 2013Q3 202324
Tower View Wealth Management LLC 24240.01%0.07%0.25%Q4 2017Q3 202324
Callan Capital, LLC 1590.05%0.16%0.28%Q2 2014Q3 202324
Virtu Financial LLC 510.02%0.30%2.63%Q3 2013Q2 202324
Neumann Advisory Hong Kong Ltd 24240.62%26.61%69.01%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.05%0.12%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.05%0.14%Q4 2017Q3 202324
Polaris Wealth Advisory Group, LLC 1620.02%0.20%0.63%Q4 2013Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.08%0.47%1.10%Q4 2017Q3 202324
COLONY GROUP LLC 1420.00%0.03%0.07%Q4 2013Q3 202323
New Capital Management LP 1850.03%0.12%0.36%Q4 2016Q3 202223
Motley Fool Asset Management LLC 23230.06%0.85%2.03%Q1 2018Q3 202323
GOFEN & GLOSSBERG LLC /IL/ 1310.00%0.04%0.11%Q1 2014Q4 202223
Keystone Financial Group 2120.21%1.19%2.78%Q4 2017Q3 202323
Capstone Financial Advisors, Inc. 1490.04%0.10%0.17%Q1 2016Q3 202323
Pomelo Capital LLC 10100.00%3.78%14.53%Q3 2013Q3 201823
American Trust Investment Advisors, LLC 1440.18%0.35%0.58%Q2 2015Q3 202323
TWO SIGMA ADVISERS, LP 1210.01%0.60%1.67%Q3 2013Q3 202323
CENTAURUS FINANCIAL, INC. 1670.00%0.25%0.53%Q4 2017Q3 202323
Integrated Wealth Concepts LLC 2210.05%0.22%0.45%Q4 2017Q3 202323
DUBUQUE BANK & TRUST CO 1310.01%0.11%0.54%Q1 2016Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.02%0.07%0.15%Q1 2018Q3 202323
Merit Financial Group, LLC 1640.02%0.36%2.08%Q2 2018Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.20%0.58%Q1 2018Q3 202323
Western Wealth Management, LLC 1180.00%0.48%1.16%Q4 2018Q3 202323
Winfield Associates, Inc. 1670.00%0.08%0.21%Q1 2014Q1 202223
Prospera Financial Services Inc 1520.02%0.22%0.83%Q2 2014Q3 202323
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1410.09%0.37%0.88%Q2 2017Q3 202323
Prime Capital Investment Advisors, LLC 1940.07%0.32%0.85%Q4 2017Q3 202323
MGO ONE SEVEN LLC 2120.12%0.47%1.04%Q4 2017Q3 202323
PRIVATE TRUST CO NA 1340.00%0.09%0.26%Q4 2013Q3 202323
Fiera Capital Corp 1740.00%0.00%0.02%Q2 2015Q1 202123
SRS Capital Advisors, Inc. 1010.00%0.11%0.25%Q4 2016Q3 202323
LEVIN CAPITAL STRATEGIES, L.P. 1410.00%0.10%0.19%Q2 2014Q3 202323
Treasurer of the State of North Carolina 23230.14%0.97%2.13%Q1 2018Q3 202323
FNY Investment Advisers, LLC 410.00%0.20%1.23%Q2 2018Q1 202323
PARUS FINANCE (UK) Ltd 1940.44%2.51%6.16%Q2 2013Q3 202323
QS Investors, LLC 23230.00%0.03%0.21%Q4 2015Q2 202123
EULAV Asset Management 1580.13%0.29%0.58%Q4 2014Q3 202323
Nikko Asset Management Americas, Inc. 23230.00%4.20%5.75%Q1 2018Q3 202323
Mirador Capital Partners LP 13100.15%0.77%2.32%Q2 2016Q3 202323
WASHINGTON TRUST Co 1510.00%0.01%0.03%Q4 2015Q3 202323
NWAM LLC 1220.01%0.45%1.49%Q1 2015Q3 202323
Harel Insurance Investments & Financial Services Ltd. 1530.00%0.06%0.37%Q4 2015Q3 202323
WealthTrust-Arizona, LLC 23230.01%0.03%0.07%Q2 2013Q4 201823
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.01%0.12%0.51%Q2 2013Q2 202123
Institute for Wealth Management, LLC. 2010.01%0.74%1.50%Q2 2017Q3 202323
PARADIGM ASSET MANAGEMENT CO LLC 1490.02%0.22%0.64%Q1 2017Q3 202323
Vident Investment Advisory, LLC 2030.01%0.11%0.65%Q3 2017Q2 202323
PEDDOCK CAPITAL ADVISORS, LLC 1110.00%0.08%0.19%Q3 2016Q3 202323
HIGHLAND CAPITAL MANAGEMENT, LLC 1510.03%0.25%0.47%Q2 2014Q3 202323
McAdam, LLC 1390.00%0.15%0.26%Q1 2017Q3 202323
Crewe Advisors LLC 23230.13%1.17%2.64%Q4 2017Q2 202323
FIL Ltd 23230.01%0.13%0.40%Q1 2018Q3 202323
WS MANAGEMENT LLLP 420.10%1.23%5.70%Q2 2016Q3 202323
Cetera Investment Advisers 2010.04%0.32%0.69%Q3 2017Q3 202322
State of New Jersey Common Pension Fund D 1710.03%0.80%1.71%Q2 2015Q3 202322
Endurance Wealth Management, Inc. 22220.01%0.05%0.13%Q1 2018Q2 202322
Avitas Wealth Management LLC 22220.11%0.84%2.21%Q2 2018Q3 202322
Vanguard Capital Wealth Advisors 1210.28%2.56%6.00%Q4 2017Q3 202322
Bedel Financial Consulting, Inc. 22220.01%0.12%0.32%Q1 2018Q2 202322
BANK OF NOVA SCOTIA 1410.00%0.21%1.11%Q4 2014Q3 202322
SeaCrest Wealth Management, LLC 1660.02%0.27%0.65%Q4 2017Q3 202322
Centric Wealth Management 20200.00%0.94%4.42%Q4 2018Q3 202322
FEDERATED HERMES, INC. 1510.00%0.04%0.25%Q3 2013Q3 202322
Belpointe Asset Management LLC 1720.02%0.34%0.98%Q3 2017Q3 202322
Legacy Advisors, LLC 1320.00%0.14%0.51%Q2 2017Q3 202322
abrdn plc 22220.00%0.38%1.07%Q2 2018Q3 202322
HOEY INVESTMENTS, INC 15150.01%0.18%0.63%Q1 2020Q3 202322
HIGHBRIDGE CAPITAL MANAGEMENT LLC 13130.00%0.18%0.56%Q2 2016Q2 201922
Fortis Advisors, LLC 11110.00%0.02%0.07%Q2 2017Q3 202322
FIRST FOUNDATION ADVISORS 1810.01%0.11%0.30%Q3 2014Q3 202322
Vivaldi Capital Management LP 2020.10%1.00%2.16%Q3 2017Q3 202322
VIRGINIA RETIREMENT SYSTEMS ET AL 810.01%0.43%1.28%Q1 2014Q3 202322
TRUE Private Wealth Advisors 1610.03%0.31%0.62%Q2 2017Q3 202322
Traynor Capital Management, Inc. 1510.00%0.75%2.75%Q1 2017Q3 202322
Meiji Yasuda Life Insurance Co 1510.04%0.13%0.45%Q4 2014Q3 202322
AGF INVESTMENTS INC. 1110.00%0.09%0.57%Q2 2013Q4 202122
HOLLENCREST CAPITAL MANAGEMENT 1610.03%0.53%1.62%Q4 2013Q3 202322
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 22220.00%0.02%0.06%Q2 2018Q3 202322
WASHINGTON TRUST BANK 12100.00%0.12%0.40%Q2 2016Q1 202222
CloudAlpha Capital Management Limited/Hong Kong 12120.01%13.42%65.98%Q4 2020Q3 202322
EVERGREEN CAPITAL MANAGEMENT LLC 1630.02%0.13%0.36%Q4 2017Q3 202322
Point72 Asset Management, L.P. 610.00%0.10%0.38%Q1 2016Q3 202322
B. Riley Wealth Management, Inc. 910.01%0.19%0.62%Q1 2014Q2 202222
United American Securities Inc. (d/b/a UAS Asset Management) 1710.15%3.34%14.20%Q4 2015Q3 202322
Miracle Mile Advisors, LLC 1310.02%0.14%0.48%Q1 2017Q3 202322
Simplify Asset Management Inc. 12120.01%0.87%9.13%Q4 2020Q3 202322
KINGS POINT CAPITAL MANAGEMENT 2110.00%0.13%0.55%Q4 2014Q1 202222
Lee Financial Co 1430.00%0.01%0.04%Q4 2016Q3 202322
MUFG Americas Holdings Corp 1410.00%0.01%0.07%Q1 2013Q3 202222
Vigilant Capital Management, LLC 1230.00%0.01%0.06%Q3 2014Q2 202322
Holloway Wealth Management, LLC 22220.01%0.07%0.23%Q4 2016Q1 202222
Edgestream Partners, L.P. 1510.03%1.07%3.28%Q1 2016Q3 202322
SMITH, MOORE & CO. 1610.06%0.31%0.60%Q2 2017Q3 202322
Zweig-DiMenna Associates LLC 1010.03%0.59%1.80%Q4 2013Q3 202322
Kessler Investment Group, LLC 1810.00%1.34%8.02%Q4 2013Q3 202322
Baker Avenue Asset Management, LP 1310.00%0.23%0.66%Q4 2014Q3 202322
GAM Holding AG 1610.00%0.04%0.31%Q3 2013Q2 202122
Horizon Kinetics 22220.01%0.01%0.01%Q3 2013Q4 201822
SIMPLEX TRADING, LLC 1010.00%0.13%1.19%Q4 2015Q4 202222
SUNTRUST BANKS INC 21210.00%0.01%0.03%Q3 2014Q3 201921
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.01%0.09%0.22%Q2 2013Q2 201821
Koshinski Asset Management, Inc. 1620.04%0.43%0.80%Q1 2017Q3 202321
WORLDQUANT MILLENNIUM ADVISORS LLC 21210.05%0.59%1.30%Q3 2018Q3 202321
AMERICAN NATIONAL BANK 11100.00%0.04%0.13%Q3 2015Q3 202321
Biondo Investment Advisors, LLC 21210.15%0.24%0.57%Q2 2013Q2 201821
NORTH STAR ASSET MANAGEMENT INC 1610.02%0.12%0.24%Q2 2014Q3 202321
L. Roy Papp & Associates, LLP 18180.01%0.06%0.10%Q2 2019Q3 202321
J.Safra Asset Management Corp 1650.13%1.48%4.79%Q4 2015Q3 202321
Parisi Gray Wealth Management 1560.08%0.64%1.54%Q4 2017Q3 202321
AVANTAX ADVISORY SERVICES, INC. 20200.00%0.23%0.41%Q4 2018Q3 202321
GREAT LAKES ADVISORS, LLC 1310.01%0.15%0.61%Q1 2016Q3 202321
Cordasco Financial Network 11100.01%0.03%0.08%Q1 2014Q2 202221
BIRINYI ASSOCIATES INC 1420.08%0.58%1.10%Q2 2017Q3 202321
Pacific Center for Financial Services 1010.00%0.01%0.07%Q4 2016Q3 202321
Bedell Frazier Investment Counselling, LLC 1310.09%0.86%3.07%Q2 2015Q3 202321
WealthPLAN Partners, LLC 1010.00%0.16%0.37%Q1 2015Q4 202321
SIGNET FINANCIAL MANAGEMENT, LLC 1410.00%0.07%0.17%Q4 2014Q3 202321
PRIVATE ASSET MANAGEMENT INC 1470.05%0.17%0.31%Q4 2013Q3 202321
Stephens Investment Management Group LLC 21210.02%0.04%0.06%Q2 2013Q2 201821
Wellington Shields Capital Management, LLC 1410.04%0.11%0.30%Q4 2013Q3 202321
Joel Isaacson & Co., LLC 1290.00%0.04%0.13%Q4 2014Q3 202321
Meridian Wealth Management, LLC 1510.03%0.65%1.33%Q2 2017Q3 202321
Larson Financial Group LLC 20200.00%0.25%0.56%Q4 2018Q3 202321
Ironwood Financial, llc 21210.00%0.02%0.06%Q1 2017Q1 202221
BOURNE LENT ASSET MANAGEMENT INC 1610.12%0.65%1.45%Q2 2017Q3 202321
Simplicity Solutions, LLC 21210.02%0.44%1.29%Q3 2018Q3 202321
Quantitative Investment Management, LLC 510.02%1.70%5.25%Q1 2014Q2 202321
Highland Private Wealth Management 1830.06%0.27%0.64%Q2 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.21%0.42%Q3 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.00%0.06%0.14%Q4 2017Q4 202221
Red Cedar Capital, LLC 21210.01%0.03%0.07%Q4 2017Q4 202221
Quadrature Capital Ltd 910.06%1.65%4.60%Q3 2015Q3 202321
Cable Hill Partners, LLC 910.00%0.09%0.26%Q4 2014Q3 202321
Destination Wealth Management 910.00%0.02%0.04%Q2 2015Q3 202321
GOODWIN DANIEL L 1410.10%0.29%0.47%Q2 2016Q3 202321
Heritage Wealth Advisors 21210.00%0.01%0.02%Q3 2018Q3 202321
Capital Advisory Group Advisory Services, LLC 1310.00%0.30%0.66%Q1 2018Q3 202321
CAXTON ASSOCIATES LP 410.01%1.60%15.25%Q4 2013Q3 202321
CMT Asset Management Ltd 410.02%1.43%6.07%Q2 2013Q2 201721
CONTINENTAL ADVISORS LLC 830.08%1.75%7.72%Q2 2017Q1 202221
America First Investment Advisors, LLC 1830.01%0.05%0.12%Q3 2013Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.09%0.27%Q2 2018Q2 202321
WEALTHSOURCE PARTNERS, LLC 18180.00%0.15%0.32%Q2 2019Q3 202321
Shay Capital LLC 990.01%0.27%2.09%Q1 2021Q1 202321
Ilmarinen Mutual Pension Insurance Co 17170.07%1.57%8.23%Q3 2019Q3 202321
Sepio Capital, LP 1610.02%0.49%2.80%Q4 2018Q3 202320
Oak Grove Capital LLC 1610.06%0.40%0.77%Q3 2018Q3 202320
Nadler Financial Group, Inc. 1610.06%0.34%0.66%Q2 2017Q3 202320
PT ASSET MANAGEMENT, LLC 10100.01%0.28%0.56%Q4 2014Q1 201720
SFMG, LLC 1520.03%0.15%0.31%Q2 2017Q3 202320
Integrated Advisors Network LLC 16160.00%0.51%0.91%Q4 2019Q3 202320
Hudson Bay Capital Management LP 520.01%0.98%4.38%Q4 2016Q1 202320
Ashburton (Jersey) Ltd 710.00%0.07%0.22%Q4 2015Q3 202320
Arete Wealth Advisors, LLC 1910.05%0.31%0.55%Q3 2014Q2 202320
CULLEN/FROST BANKERS, INC. 20200.00%0.14%0.32%Q4 2018Q3 202320
Versant Capital Management, Inc 1910.00%0.15%0.32%Q4 2015Q4 202320
Mosaic Family Wealth, LLC 1460.01%0.15%0.60%Q4 2015Q4 202120
Wealthspire Advisors, L.P. 20200.01%0.06%0.27%Q4 2015Q3 202020
MACROVIEW INVESTMENT MANAGEMENT LLC 1510.00%0.32%0.68%Q2 2013Q3 202320
Zions Bancorporation, N.A. 20200.00%0.07%0.19%Q4 2018Q3 202320
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.01%0.04%0.12%Q3 2017Q2 202220
Kelman-Lazarov, Inc. 1510.06%0.36%0.73%Q1 2016Q3 202320
AMG National Trust Bank 20200.01%0.07%0.14%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.15%0.29%Q4 2018Q3 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1010.09%1.22%2.17%Q1 2017Q3 202220
BERKSHIRE CAPITAL HOLDINGS INC 1550.00%7.06%17.06%Q1 2018Q3 202320
Centerpoint Advisors, LLC 1280.00%0.11%0.33%Q4 2017Q3 202320
BREWIN DOLPHIN LTD 20200.10%0.46%1.64%Q3 2017Q2 202220
American Portfolios Advisors 20200.01%0.51%1.50%Q4 2017Q3 202220
Accredited Investors Inc. 1640.04%0.73%2.22%Q2 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.43%2.80%Q1 2018Q3 202320
Beech Hill Advisors, Inc. 1620.10%0.42%0.81%Q2 2014Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.18%1.33%2.79%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.04%0.31%0.80%Q4 2018Q3 202320
DUMONT & BLAKE INVESTMENT ADVISORS LLC 1310.11%0.38%0.86%Q1 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.03%0.24%0.46%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.10%0.40%0.72%Q4 2018Q3 202320
Bray Capital Advisors 1820.01%0.09%0.20%Q2 2015Q3 202320
Barrett Asset Management, LLC 20200.00%0.00%0.02%Q2 2017Q1 202220
ZWJ INVESTMENT COUNSEL INC 1610.02%0.07%0.22%Q2 2017Q3 202320
Kinneret Advisory, LLC 20200.25%1.86%3.61%Q4 2018Q3 202320
SAGE RHINO CAPITAL LLC 19190.01%1.37%2.83%Q1 2019Q3 202320
IMS Capital Management 1320.00%0.50%0.76%Q3 2015Q3 202320
PIEDMONT INVESTMENT ADVISORS INC 20200.07%0.14%0.26%Q2 2015Q1 202020
Strategic Wealth Partners, Ltd. 1280.04%0.20%0.38%Q4 2017Q1 202320
Austin Private Wealth, LLC 14140.00%0.46%1.07%Q2 2020Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.02%0.04%Q4 2014Q3 201920
Krane Funds Advisors LLC 1010.04%0.24%0.73%Q1 2018Q3 202320
SEGALL BRYANT & HAMILL, LLC 1910.00%0.02%0.14%Q2 2018Q2 202320
Migdal Insurance & Financial Holdings Ltd. 1710.00%0.16%0.84%Q2 2018Q3 202320
Omnia Family Wealth, LLC 930.00%0.17%0.41%Q4 2016Q3 202320
HOLDERNESS INVESTMENTS CO 1190.08%0.18%0.25%Q1 2017Q3 202320
Beacon Pointe Advisors, LLC 1610.03%0.24%0.51%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.08%0.21%Q4 2013Q3 201820
BRYN MAWR TRUST Co 1640.01%0.09%0.17%Q2 2018Q3 202320
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 20200.04%0.24%0.95%Q4 2018Q3 202320
Cooper Financial Group 20200.21%2.10%5.87%Q4 2018Q3 202320
ALLSTATE CORP 20200.01%0.37%1.29%Q4 2018Q3 202320
JANICZEK WEALTH MANAGEMENT, LLC 1310.00%0.07%0.14%Q2 2018Q3 202319
Hartford Financial Management Inc. 1510.00%0.03%0.07%Q1 2014Q3 202319
Madrona Financial Services, LLC 1420.14%0.33%0.55%Q2 2017Q3 202319
Hamilton Wealth, LLC 1450.09%0.35%0.67%Q4 2018Q3 202319
Draper Asset Management, LLC 12120.00%6.94%13.45%Q4 2020Q3 202319
Pure Financial Advisors, LLC 1610.04%0.20%0.48%Q1 2016Q4 202319
OARSMAN CAPITAL, INC. 1410.09%0.23%0.69%Q2 2017Q3 202319
Quinn Opportunity Partners LLC 1210.03%0.91%2.31%Q4 2014Q4 202219
INSPIRION WEALTH ADVISORS, LLC 1130.09%0.12%0.17%Q1 2017Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.10%0.25%0.49%Q1 2019Q3 202319
Merriman Wealth Management, LLC 1540.05%0.14%0.37%Q3 2017Q3 202319
REGENTATLANTIC CAPITAL LLC 1810.01%0.36%1.25%Q4 2014Q3 202219
INVERNESS COUNSEL LLC /NY/ 1320.01%0.33%1.44%Q3 2017Q3 202219
TOMPKINS FINANCIAL CORP 1010.00%0.03%0.07%Q3 2015Q4 202319
DENVER INVESTMENT ADVISORS LLC 19190.03%0.10%0.25%Q3 2013Q1 201819
Capital Investment Advisory Services, LLC 1440.01%0.09%0.20%Q4 2018Q3 202319
Veracity Capital LLC 13130.04%0.21%0.41%Q3 2020Q3 202319
ClariVest Asset Management LLC 1360.00%1.22%3.08%Q3 2013Q3 202319
1834 INVESTMENT ADVISORS CO 1630.00%0.03%0.06%Q4 2018Q3 202319
Coatue Management 1510.10%5.34%12.04%Q2 2013Q3 202319
PRENTISS SMITH & CO INC 1410.00%0.04%0.17%Q4 2014Q1 202219
LIBERTY WEALTH MANAGEMENT LLC 1630.20%0.91%1.73%Q4 2018Q3 202319
Bristlecone Advisors, LLC 1360.05%0.14%0.41%Q1 2017Q3 202319
Itau Unibanco Holding S.A. 1210.02%0.26%0.85%Q3 2017Q2 202319
Parker Investment Management, LLC 1720.06%0.98%5.20%Q4 2018Q3 202319
Lenox Wealth Management, Inc. 19190.01%0.04%0.09%Q4 2015Q2 202019
Banco Santander, S.A. 1310.00%0.95%9.20%Q2 2017Q3 202319
Truvestments Capital LLC 1510.01%0.10%0.23%Q3 2018Q3 202319
WEBSTER BANK, N. A. 1810.00%0.04%0.10%Q4 2017Q3 202319
AMUNDI ASSET MANAGEMENT US, INC. 1410.01%0.11%0.76%Q4 2013Q1 202119
PFG Advisors 15150.08%0.39%0.95%Q1 2020Q3 202319
United Asset Strategies, Inc. 1510.00%0.22%0.38%Q1 2018Q3 202319
YorkBridge Wealth Partners, LLC 1180.03%0.11%0.26%Q4 2016Q3 202219
Cannell & Co. 830.01%0.01%0.01%Q4 2014Q3 202319
SIGMA INVESTMENT COUNSELORS INC 1630.02%0.10%0.17%Q1 2017Q3 202319
GAMBLE JONES INVESTMENT COUNSEL 1320.02%0.07%0.18%Q2 2017Q4 202219
Perennial Investment Advisors, LLC 16160.03%1.07%2.26%Q4 2019Q3 202319
K.J. Harrison & Partners Inc 710.10%0.29%0.70%Q2 2016Q3 202319
RITHOLTZ WEALTH MANAGEMENT 14140.00%0.32%0.76%Q2 2020Q3 202319
TSFG, LLC 19190.10%0.96%1.67%Q1 2019Q3 202319
Lombard Odier Asset Management (Switzerland) SA 610.02%0.27%1.05%Q2 2014Q3 202319
BDO Wealth Advisors, LLC 19190.00%0.16%0.42%Q4 2018Q2 202319
QVR LLC 430.00%0.44%2.07%Q1 2021Q4 202219
PEOPLES FINANCIAL SERVICES CORP. 1720.00%0.04%0.07%Q3 2014Q3 202319
HM PAYSON & CO 1810.00%0.02%0.03%Q2 2018Q3 202319
Freestone Capital Holdings, LLC 14140.00%0.21%0.48%Q2 2020Q3 202319
JACOBS & CO/CA 19190.04%0.22%0.49%Q1 2019Q3 202319
Calamos Wealth Management LLC 1340.02%0.41%1.14%Q3 2015Q3 202319
One Wealth Advisors, LLC 1410.00%0.34%0.99%Q4 2017Q3 202319
PATTEN & PATTEN INC/TN 1410.02%0.11%0.21%Q3 2013Q3 202319
Nippon Life Global Investors Americas, Inc. 1270.19%0.79%1.56%Q4 2014Q3 202319
Teilinger Capital Ltd. 630.12%17.77%90.72%Q3 2020Q4 202219
Richard Bernstein Advisors LLC 1450.02%0.26%0.50%Q4 2017Q3 202319
Investors Research Corp 19190.00%0.04%0.07%Q1 2019Q3 202319
Weaver Consulting Group 19190.01%0.19%0.37%Q1 2019Q3 202319
Elmwood Wealth Management, Inc. 720.01%0.09%0.21%Q1 2018Q3 202319
Bernardo Wealth Planning LLC 1630.18%0.91%1.77%Q4 2018Q3 202319
CNB Bank 1360.02%0.45%1.12%Q4 2018Q3 202319
Quantbot Technologies LP 1010.03%0.34%1.08%Q2 2013Q3 202319
Private Capital Group, LLC 19190.00%0.13%0.64%Q4 2017Q2 202219
Realta Investment Advisors 19190.10%0.88%1.57%Q1 2019Q3 202319
Claret Asset Management Corp 1810.05%0.23%0.37%Q4 2018Q3 202319
Joseph P. Lucia & Associates, LLC 19190.00%1.78%6.66%Q1 2019Q3 202319
B & T Capital Management DBA Alpha Capital Management 1410.11%0.21%0.54%Q2 2017Q3 202319
BENJAMIN EDWARDS INC 19190.06%0.23%0.86%Q1 2019Q3 202319
ClearBridge Investments 1270.00%0.06%0.31%Q2 2018Q3 202319
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.18%0.33%Q4 2019Q3 202318
Ancora Advisors LLC 1610.00%0.02%0.04%Q4 2016Q3 202318
Mascoma Wealth Management LLC 910.00%0.04%0.11%Q4 2016Q3 202318
Sharkey, Howes & Javer 18180.00%0.00%0.00%Q1 2015Q2 201918
ZACKS INVESTMENT MANAGEMENT 1410.01%0.44%1.02%Q1 2014Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18180.03%0.33%0.73%Q2 2019Q3 202318
LAZARD ASSET MANAGEMENT LLC 1610.00%0.11%0.19%Q2 2013Q3 202318
GM Advisory Group, LLC 1410.05%0.15%0.26%Q4 2014Q3 202318
CONDOR CAPITAL MANAGEMENT 18180.04%0.18%0.36%Q2 2019Q3 202318
MOORE CAPITAL MANAGEMENT, LP 410.00%0.25%2.71%Q4 2013Q3 202318
Atria Investments, Inc 1510.01%0.18%0.38%Q3 2013Q3 202318
MCKINLEY CAPITAL MANAGEMENT LLC 1530.00%0.89%1.74%Q3 2017Q3 202318
PICTET BANK & TRUST Ltd 18180.16%0.60%0.81%Q4 2013Q1 201818
NOESIS CAPITAL MANGEMENT CORP 1510.08%1.49%3.71%Q4 2017Q3 202318
Cresset Asset Management, LLC 14140.00%0.17%0.76%Q2 2020Q3 202318
Lineweaver Wealth Advisors, LLC 16160.02%0.47%0.93%Q4 2019Q3 202318
U S GLOBAL INVESTORS INC 1440.01%0.18%0.55%Q1 2014Q3 202318
ZEKE CAPITAL ADVISORS, LLC 1010.02%0.09%0.36%Q4 2016Q4 202218
First Horizon Advisors, Inc. 1710.00%0.06%0.18%Q4 2013Q3 202318
Sunbelt Securities, Inc. 1710.02%0.33%0.69%Q4 2016Q3 202318
Gotham Asset Management, LLC 1620.01%0.08%0.18%Q4 2018Q3 202318
Banque Cantonale Vaudoise 16160.00%0.55%0.98%Q4 2019Q3 202318
OSSIAM 18180.00%1.83%5.53%Q2 2019Q3 202318
VISTA CAPITAL PARTNERS, INC. 810.04%0.06%0.10%Q1 2017Q3 202318
Advocacy Wealth Management Services, LLC 1350.00%0.01%0.01%Q4 2015Q4 202118
VICTORY CAPITAL MANAGEMENT INC 1710.00%0.40%0.66%Q3 2013Q3 202318
NorthRock Partners, LLC 1620.04%0.34%0.66%Q2 2015Q3 202318
Strategic Blueprint, LLC 1310.00%0.50%1.78%Q3 2019Q3 202318
GSA CAPITAL PARTNERS LLP 510.01%0.16%0.48%Q4 2013Q3 202318
Legacy Financial Advisors, Inc. 1260.01%0.20%0.58%Q4 2017Q3 202318
Mercer Capital Advisers, Inc. 18180.01%0.01%0.01%Q4 2014Q1 201918
NATIXIS ADVISORS, L.P. 1220.01%0.35%1.08%Q3 2013Q3 202318
Capital Analysts, LLC 1510.00%0.03%0.06%Q3 2015Q3 202318
CALTON & ASSOCIATES, INC. 1410.02%0.31%0.72%Q4 2017Q3 202318
BI Asset Management Fondsmaeglerselskab A/S 18180.02%0.28%0.61%Q2 2019Q3 202318
Certified Advisory Corp 720.00%0.12%0.29%Q4 2017Q3 202318
K2 PRINCIPAL FUND, L.P. 710.01%0.80%5.74%Q4 2015Q2 202318
Stonebridge Capital Advisors LLC 18180.01%0.05%0.12%Q2 2019Q3 202318
CITIZENS FINANCIAL GROUP INC/RI 1260.00%0.19%0.70%Q1 2019Q3 202318
Optimus Prime Fund Management Co., Ltd. 18181.54%15.59%43.59%Q4 2018Q1 202318
Commonwealth Equity Services, Inc 18180.02%0.06%0.08%Q2 2013Q3 201718
DOWLING & YAHNKE LLC 1110.02%0.27%0.60%Q2 2013Q3 202218
Eventide Asset Management 18180.37%0.88%1.60%Q4 2013Q1 201818
Filament LLC 1620.12%0.38%0.54%Q4 2015Q3 202018
Texas Yale Capital Corp. 18180.02%0.11%0.20%Q2 2019Q3 202318
HANSEATIC MANAGEMENT SERVICES INC 920.03%0.88%1.87%Q2 2013Q1 202218
Cornerstone Wealth Management, LLC 1110.00%0.19%0.38%Q2 2018Q3 202318
Litman Gregory Wealth Management LLC 1320.01%0.06%0.35%Q4 2018Q3 202318
MEEDER ASSET MANAGEMENT INC 1170.00%0.37%1.06%Q1 2019Q3 202318
Human Investing LLC 1230.03%0.10%0.22%Q4 2018Q3 202318
Arizona State Retirement System 1530.01%1.12%2.03%Q3 2017Q3 202318
MONETA GROUP INVESTMENT ADVISORS LLC 1410.00%0.11%0.23%Q3 2015Q3 202318
Regent Investment Management LLC 1350.06%0.26%0.47%Q1 2018Q4 202218
Chicago Partners Investment Group LLC 1260.00%0.07%0.16%Q2 2017Q3 202318
LANSDOWNE PARTNERS (UK) LLP 1110.01%9.59%26.30%Q1 2017Q2 202118
UBS AG 660.01%0.03%0.08%Q2 2013Q3 201418
Advisory Alpha, LLC 1710.02%0.07%0.12%Q1 2019Q3 202318
SIMON QUICK ADVISORS, LLC 1610.00%0.09%0.36%Q3 2017Q3 202318
STALEY CAPITAL ADVISERS INC 510.01%0.03%0.06%Q3 2013Q3 202318
PRUDENTIAL PLC 1310.00%0.23%0.66%Q1 2017Q3 202318
Natixis Investment Managers International 1620.01%0.05%0.16%Q4 2014Q2 202218
Magnus Financial Group LLC 15150.04%0.98%2.68%Q1 2020Q3 202318
TOTH FINANCIAL ADVISORY CORP 1350.10%0.20%0.37%Q4 2013Q3 202318
EQUITABLE TRUST CO 1610.03%0.04%0.06%Q2 2018Q3 202318
Asset Planning Services, Ltd. 930.00%0.06%0.24%Q2 2016Q4 202118
AEGON ASSET MANAGEMENT UK PLC 18180.40%1.06%2.41%Q1 2019Q2 202318
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 17170.01%0.10%0.24%Q3 2019Q3 202317
Frisch Financial Group, Inc. 1610.13%0.56%1.42%Q4 2018Q3 202317
Brown Advisory Securities, LLC 810.04%0.11%0.20%Q3 2013Q2 202217
WFG Advisors, LP 17170.00%0.04%0.08%Q2 2013Q2 201717
MARINO, STRAM & ASSOCIATES LLC 830.01%0.08%0.15%Q4 2017Q3 202317
FIRST HAWAIIAN BANK 1430.00%0.08%0.18%Q3 2018Q3 202317
Concentrum Wealth Management 1610.29%2.44%4.42%Q4 2018Q3 202317
Prestige Wealth Management Group LLC 1510.00%0.15%0.40%Q4 2018Q3 202317
SECURIAN ASSET MANAGEMENT, INC 1250.00%0.88%1.79%Q4 2016Q3 202317
Banco de Sabadell, S.A 820.00%0.11%0.76%Q4 2017Q3 202317
Acropolis Investment Management, LLC 1520.02%0.06%0.11%Q2 2017Q3 202317
PineBridge Investments, L.P. 17170.02%0.92%1.66%Q3 2019Q3 202317
Motley Fool Wealth Management, LLC 820.01%0.50%1.46%Q4 2014Q3 202317
SEEYOND 17170.01%0.20%0.52%Q4 2018Q4 202217
Avantax Planning Partners, Inc. 1510.01%0.10%0.21%Q1 2018Q3 202317
O'Dell Group, LLC 910.05%0.14%0.29%Q1 2017Q3 202317
TOBAM 810.06%0.80%1.91%Q4 2013Q1 202017
Invst, LLC 17170.14%0.87%1.50%Q3 2019Q3 202317
Northstar Group, Inc. 1430.06%0.16%0.38%Q2 2019Q3 202317
Ellevest, Inc. 17170.00%0.10%0.25%Q3 2019Q3 202317
SP Asset Management 1070.05%0.11%0.19%Q2 2018Q3 202217
Capital Investment Advisors, LLC 17170.01%0.05%0.19%Q4 2019Q4 202317
Eisler Capital (UK) Ltd. 10100.04%0.61%2.66%Q2 2021Q3 202317
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1410.07%0.24%0.53%Q4 2018Q3 202317
BLACKROCK ADVISORS LLC 15150.00%0.01%0.04%Q2 2013Q4 201617
RAYMOND JAMES TRUST N.A. 1610.01%0.10%0.18%Q4 2015Q3 202317
BRIDGES INVESTMENT MANAGEMENT INC 1430.02%0.11%0.42%Q2 2013Q3 202317
1776 Wealth LLC 15150.37%1.57%2.60%Q1 2020Q3 202317
JUPITER ASSET MANAGEMENT LTD 1410.02%0.42%0.66%Q3 2018Q3 202317
Continuum Advisory, LLC 17170.13%0.36%0.60%Q3 2019Q3 202317
MOGY JOEL R INVESTMENT COUNSEL INC 1510.03%0.14%0.26%Q2 2017Q3 202317
Lourd Capital, LLC 1120.02%0.04%0.15%Q2 2013Q2 201917
MARCO INVESTMENT MANAGEMENT LLC 1610.04%0.19%0.34%Q2 2017Q3 202317
Essex Savings Bank 1430.02%0.17%0.26%Q4 2018Q3 202317
JD CAPITAL MANAGEMENT LLC 820.03%3.40%6.88%Q2 2013Q4 202017
Semmax Financial Advisors Inc. 1610.00%0.06%0.13%Q1 2019Q3 202317
FDx Advisors, Inc. 1410.01%0.12%0.36%Q3 2015Q3 202317
Firefly Value Partners, LP 17172.16%17.10%47.03%Q2 2016Q2 202017
Apollon Wealth Management, LLC 1410.00%0.75%1.63%Q2 2019Q3 202317
OLD NATIONAL BANCORP /IN/ 1520.00%0.10%0.17%Q4 2014Q3 202317
BKS ADVISORS, LLC 17170.14%0.63%1.07%Q1 2015Q1 201917
Douglass Winthrop Advisors, LLC 17170.02%0.11%0.24%Q3 2019Q3 202317
NATIONAL PLANNING CORP 17170.03%0.07%0.11%Q3 2013Q3 201717
ACADIAN ASSET MANAGEMENT LLC 1610.00%0.08%0.19%Q3 2016Q3 202317
Financial Engines Advisors L.L.C. 1410.00%0.01%0.02%Q3 2017Q3 202317
Summit Trail Advisors, LLC 1250.03%0.43%1.33%Q4 2017Q3 202317
LIGHT STREET CAPITAL MANAGEMENT, LLC 610.82%3.37%7.46%Q3 2016Q3 202317
Claro Advisors LLC 1610.04%0.74%1.30%Q4 2018Q3 202317
Stratos Wealth Advisors, LLC 1340.08%0.23%0.65%Q4 2018Q3 202317
Signature Wealth Management Group 1340.00%0.76%1.90%Q4 2017Q2 202317
Mizuho Securities Co. Ltd. 1210.06%2.27%8.20%Q1 2019Q3 202317
CLEAR STREET LLC 880.37%7.54%39.84%Q4 2021Q3 202317
ARGI Investment Services, LLC 17170.01%0.07%0.14%Q4 2018Q4 202217
Pacifica Partners Inc. 17170.00%0.09%0.22%Q4 2019Q4 202317
Evolution Wealth Advisors, LLC 17170.00%2.66%31.01%Q3 2019Q3 202317
CAPITAL INTERNATIONAL LTD /CA/ 1520.75%6.51%10.39%Q1 2018Q3 202317
Verde Capital Management 16160.02%1.45%2.30%Q4 2019Q3 202317
Ledyard National Bank 17170.00%0.00%0.01%Q4 2014Q4 201817
Bruderman Asset Management, LLC 710.00%0.02%0.07%Q2 2015Q3 202117
LOOMIS SAYLES & CO L P 1310.00%1.26%4.50%Q3 2013Q3 202317
Private Capital Advisors, Inc. 1010.04%0.13%0.60%Q1 2014Q3 202317
Voya Financial Advisors, Inc. 1070.01%0.06%0.23%Q4 2016Q1 202117
Verdence Capital Advisors LLC 15150.00%0.30%0.47%Q1 2020Q3 202317
Measured Wealth Private Client Group, LLC 1610.03%0.60%1.86%Q3 2018Q3 202317
NewEdge Advisors, LLC 1610.01%0.33%0.64%Q2 2017Q3 202317
Mitsubishi UFJ Securities Holdings Co., Ltd. 1430.03%1.12%4.77%Q1 2015Q4 201917
HOWE & RUSLING INC 920.00%0.02%0.05%Q1 2018Q3 202317
Geneva Advisors, LLC 17170.01%0.18%1.04%Q2 2013Q2 201717
TimeScale Financial, Inc. 17170.01%0.11%0.20%Q2 2019Q2 202317
AGF Investments America Inc. 17170.22%0.65%1.27%Q2 2012Q2 201617
Braun-Bostich & Associates Inc. 710.02%0.39%1.36%Q4 2017Q2 202317
American Investment Services, Inc. 1610.09%0.81%1.39%Q1 2017Q3 202317
ESSEX INVESTMENT MANAGEMENT CO LLC 720.10%0.36%0.86%Q2 2015Q3 202317
Sawyer & Company, Inc 1520.01%0.14%0.25%Q4 2017Q3 202317
CI INVESTMENTS INC. 17170.00%0.03%0.13%Q3 2019Q3 202317
ROTHSCHILD INVESTMENT LLC /IL 1340.03%0.20%0.68%Q2 2016Q3 202317
Brookstone Capital Management 1520.01%0.15%0.42%Q2 2015Q3 202317
Claraphi Advisory Network, LLC 17170.18%3.44%7.10%Q4 2018Q4 202217
ADELL HARRIMAN & CARPENTER INC 1520.07%0.21%0.31%Q4 2015Q3 202317
QCI ASSET MANAGEMENT INC/NY 820.00%0.01%0.03%Q4 2015Q3 202117
WealthBridge Capital Management, LLC 1520.01%0.67%1.23%Q4 2018Q3 202317
PEAPACK GLADSTONE FINANCIAL CORP 1610.01%0.07%0.13%Q1 2019Q3 202317
Bay Harbor Wealth Management, LLC 980.00%0.03%0.10%Q4 2018Q3 202317
Gryphon Financial Partners LLC 1310.02%0.26%0.52%Q4 2017Q3 202317
RVW Wealth, LLC 16160.05%0.26%0.56%Q1 2020Q4 202316
HNP Capital LLC 1150.06%0.13%0.24%Q4 2018Q1 202316
Artemis Wealth Advisors, LLC 16167.37%17.74%35.69%Q4 2019Q3 202316
PRW Wealth Management LLC 920.00%0.69%1.33%Q4 2018Q3 202316
Clarity Wealth Advisors, LLC 16160.20%0.99%1.60%Q4 2019Q3 202316
TOWNSQUARE CAPITAL LLC 1510.02%0.15%0.35%Q3 2019Q3 202316
Allred Capital Management, LLC 16160.11%0.33%0.51%Q4 2019Q3 202316
TrinityPoint Wealth, LLC 14140.00%0.24%0.46%Q2 2020Q3 202316
DIMENSION CAPITAL MANAGEMENT LLC 16160.06%0.17%0.51%Q4 2019Q3 202316
MITCHELL SINKLER & STARR/PA 16160.13%0.70%2.76%Q4 2019Q3 202316
APPLETON PARTNERS INC/MA 1060.02%0.06%0.12%Q4 2017Q4 202316
BlackRock Institutional Trust Company, N.A. 15150.00%0.08%0.10%Q2 2013Q4 201616
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1420.00%0.01%0.02%Q3 2013Q3 202316
BARINGS LLC 1120.01%0.05%0.11%Q3 2016Q3 202316
Winslow Capital Management, LLC 710.00%1.20%3.88%Q2 2014Q3 202316
AGRAN LIBBIE 16160.06%0.37%0.63%Q2 2013Q1 201716
Capital International, Inc./CA/ 1510.40%1.57%2.87%Q2 2019Q3 202316
Zurich Insurance Group Ltd/FI 930.09%0.37%1.72%Q1 2016Q3 202316
SALEM INVESTMENT COUNSELORS INC 16160.00%0.04%0.22%Q4 2019Q3 202316
RATIONAL ADVISORS LLC 1110.00%0.16%0.69%Q4 2018Q3 202316
BLUEFIN CAPITAL MANAGEMENT, LLC 630.00%0.32%2.26%Q3 2020Q3 202316
WATERS PARKERSON & CO., LLC 1420.02%0.06%0.10%Q3 2015Q3 202316
OXFORD FINANCIAL GROUP, LTD. LLC 13130.03%0.06%0.08%Q3 2020Q3 202316
FIRST NATIONAL TRUST CO 16160.02%0.39%0.83%Q4 2019Q3 202316
TOWER BRIDGE ADVISORS 16160.02%0.12%0.21%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.34%0.83%1.56%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.00%0.03%0.07%Q2 2013Q1 201716
WOODSTOCK CORP 16160.05%0.11%0.18%Q1 2020Q4 202316
Weil Company, Inc. 1510.08%0.36%0.71%Q3 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.20%0.36%Q4 2019Q3 202316
GLG LLC 1230.05%0.12%0.37%Q1 2014Q4 201716
TRUST CO OF TOLEDO NA /OH/ 16160.06%0.13%0.19%Q1 2020Q4 202316
Guinness Atkinson Asset Management Inc 16160.03%0.24%0.44%Q4 2019Q3 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.21%0.41%Q4 2019Q3 202316
Strategic Financial Services, Inc, 16160.02%0.12%0.19%Q4 2019Q3 202316
ASPIRIANT, LLC 1310.01%0.05%0.11%Q1 2017Q3 202316
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1150.00%0.02%0.05%Q3 2013Q4 201716
Ensign Peak Advisors, Inc 16160.00%0.85%1.45%Q4 2019Q3 202316
JBF Capital, Inc. 810.01%0.46%1.99%Q1 2017Q3 202016
Norinchukin Bank, The 16160.00%0.64%1.20%Q4 2019Q3 202316
BURNEY CO/ 1510.01%0.07%0.16%Q2 2018Q3 202316
ETRADE Capital Management LLC 1410.00%0.04%0.24%Q1 2014Q3 202016
BSW Wealth Partners 1420.02%0.22%0.42%Q2 2019Q3 202316
MIZUHO SECURITIES USA LLC 310.00%0.12%0.43%Q3 2013Q1 202216
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.00%0.16%1.02%Q4 2019Q3 202316
Executive Wealth Management, LLC 1330.01%0.10%0.20%Q4 2018Q3 202316
Cowen Prime Services LLC 1240.00%0.01%0.01%Q3 2013Q3 201716
Samalin Investment Counsel, LLC 16160.04%0.88%1.65%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.04%0.06%Q4 2019Q3 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.01%0.88%2.37%Q2 2017Q3 202316
MORGENS WATERFALL VINTIADIS & CO INC 710.43%2.09%4.25%Q2 2013Q1 202316
Waverly Advisors, LLC 1010.00%0.03%0.07%Q4 2013Q3 202316
Virtu KCG Holdings LLC 620.01%0.08%0.37%Q3 2013Q2 201716
Circle Wealth Management, LLC 16160.04%0.38%0.65%Q4 2019Q3 202316
Blackhawk Capital Partners LLC. 1330.04%0.55%1.57%Q4 2017Q3 202316
Tidal Investments LLC 16160.13%1.17%2.15%Q4 2019Q3 202316
MCF Advisors LLC 720.00%0.04%0.06%Q1 2014Q3 202316
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD 16160.00%40.85%78.14%Q4 2014Q3 201816
OGBORNE CAPITAL MANAGEMENT, LLC 14140.01%26.60%85.28%Q2 2020Q3 202316
Journey Advisory Group, LLC 12120.13%0.25%0.55%Q4 2020Q3 202316
Monterey Private Wealth, Inc. 16160.36%1.43%2.11%Q4 2019Q3 202316
Private Advisory Group LLC 16160.09%1.08%2.41%Q4 2019Q3 202316
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14140.00%0.07%0.43%Q2 2020Q3 202316
IAG Wealth Partners, LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
V Wealth Advisors LLC 1510.07%0.22%0.34%Q2 2017Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.13%0.22%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16160.18%0.69%1.06%Q4 2019Q3 202316
Eudaimonia Partners, LLC 870.03%0.28%0.78%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.05%0.31%0.84%Q4 2019Q3 202316
FSA Wealth Management LLC 16160.38%2.28%8.67%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.08%0.30%0.62%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.03%0.17%0.25%Q4 2019Q3 202316
NWK Group, Inc. 16160.11%2.92%5.50%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.04%0.15%0.26%Q4 2019Q3 202316
LYELL WEALTH MANAGEMENT, LP 16160.06%0.25%0.40%Q4 2019Q3 202316
Tao Capital Management LP 16167.99%16.25%30.73%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.02%0.31%0.53%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.03%0.15%0.29%Q4 2019Q3 202316
Sloy Dahl & Holst, LLC 161621.70%45.65%61.09%Q4 2019Q3 202316
ABSHER WEALTH MANAGEMENT, LLC 16160.06%0.15%0.30%Q4 2019Q3 202316
QP WEALTH MANAGEMENT, LLC 16161.14%4.10%6.25%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.02%0.11%0.18%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16160.12%0.38%0.83%Q4 2019Q3 202316
CONCENTRIC WEALTH MANAGEMENT, LLC 16160.12%0.55%0.80%Q4 2019Q3 202316
WP Advisors, LLC 1310.03%0.23%0.38%Q2 2018Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.10%0.53%0.84%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.12%0.23%0.41%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.06%0.31%0.54%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.18%0.41%0.62%Q4 2019Q3 202316
CERTUITY, LLC 15150.04%0.59%1.31%Q1 2020Q3 202316
Intercontinental Wealth Advisors, LLC 1240.01%0.46%1.23%Q4 2018Q2 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.01%0.26%0.62%Q4 2019Q3 202316
Firestone Capital Management 16160.02%0.17%0.27%Q4 2019Q3 202316
Crescent Grove Advisors, LLC 16160.04%0.22%0.37%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.19%0.34%Q4 2019Q3 202316
John W. Brooker & Co., CPAs 16160.22%0.55%0.95%Q4 2019Q3 202316
Aurora Investment Managers, LLC. 16165.34%9.76%15.07%Q4 2019Q3 202316
Bogart Wealth, LLC 1510.00%0.01%0.03%Q1 2019Q3 202316
ARBOR TRUST WEALTH ADVISORS, LLC 16160.20%0.67%1.41%Q4 2019Q3 202316
Capital Markets Trading UK LLP 1120.01%0.20%0.44%Q1 2018Q3 202316
Trilogy Capital Inc. 1030.02%0.04%0.06%Q1 2018Q3 202316
EVOKE WEALTH, LLC 1510.01%0.09%0.49%Q3 2019Q3 202316
Ranch Capital Advisors Inc. 16160.06%1.04%1.92%Q4 2019Q3 202316
Triton Wealth Management, PLLC 15150.00%1.38%2.13%Q1 2020Q3 202316
IFG Advisory, LLC 16160.04%0.26%0.41%Q4 2019Q3 202316
Holistic Financial Partners 1420.01%0.81%1.44%Q4 2017Q3 202316
Williams Jones Wealth Management, LLC. 16160.01%0.04%0.06%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.01%0.11%0.20%Q4 2019Q3 202316
Clarus Wealth Advisors 920.01%0.17%0.58%Q2 2018Q2 202316
Meridian Wealth Partners, LLC 16160.07%0.14%0.22%Q4 2019Q3 202316
Leelyn Smith, LLC 16160.02%0.14%0.32%Q4 2019Q3 202316
Atreides Management, LP 16160.55%2.26%6.49%Q4 2019Q3 202316
RBA Wealth Management, LLC 880.25%0.49%0.76%Q1 2019Q3 202316
Zhang Financial LLC 1310.08%0.14%0.20%Q2 2016Q3 202316
Cornell Pochily Investment Advisors, Inc. 1410.20%0.52%1.64%Q4 2018Q3 202316
Mount Yale Investment Advisors, LLC 1420.01%0.15%0.30%Q2 2018Q3 202316
BLUE SQUARE ASSET MANAGEMENT, LLC 1330.19%1.59%4.74%Q3 2019Q3 202316
Vectors Research Management, LLC 970.00%0.10%0.22%Q3 2018Q3 202216
American Financial Advisors, LLC 14140.01%0.15%0.25%Q2 2020Q3 202316
Inscription Capital, LLC 1420.03%0.26%0.46%Q4 2018Q3 202316
FULTON BREAKEFIELD BROENNIMAN LLC 15150.04%0.34%0.70%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.07%0.16%Q1 2020Q3 202315
GFG Capital, LLC 15150.09%0.28%0.45%Q1 2020Q3 202315
Leisure Capital Management 15150.13%0.41%0.68%Q1 2020Q3 202315
Wealth Alliance 15150.12%0.36%0.79%Q1 2020Q3 202315
IEQ CAPITAL, LLC 1140.03%0.58%1.35%Q4 2019Q3 202315
MetLife Investment Management, LLC 1230.00%1.13%1.89%Q3 2018Q3 202315
NIPPON LIFE INSURANCE CO 15150.02%0.03%0.04%Q1 2014Q3 201715
Willis Johnson & Associates, Inc. 12120.01%0.14%0.27%Q4 2020Q3 202315
GUYASUTA INVESTMENT ADVISORS INC 15150.03%0.11%0.16%Q1 2020Q3 202315
Baker Chad R 15150.84%3.25%4.95%Q1 2020Q3 202315
INVESTMENT HOUSE LLC 15150.02%0.10%0.15%Q1 2020Q3 202315
KMG FIDUCIARY PARTNERS, LLC 15150.07%0.16%0.25%Q1 2020Q3 202315
ACCURATE INVESTMENT SOLUTIONS, INC. 15150.00%0.01%0.01%Q2 2016Q4 201915
Barber Financial Group, Inc. 610.03%0.14%0.44%Q2 2017Q1 202315
EPG Wealth Management LLC 1320.03%0.17%0.34%Q4 2019Q3 202315
Opes Wealth Management LLC 930.09%0.25%0.83%Q2 2019Q3 202315
FORTEM FINANCIAL GROUP, LLC 14140.00%0.91%2.10%Q2 2020Q3 202315
Sessa Capital IM, L.P. 710.53%14.27%71.52%Q4 2014Q3 202315
Disciplined Investments, LLC 15150.00%0.02%0.09%Q4 2019Q2 202315
Alpha Omega Wealth Management LLC 1120.01%0.02%0.04%Q4 2015Q1 202215
GREENLEAF TRUST 15150.01%0.12%0.21%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.09%0.26%0.52%Q1 2020Q3 202315
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15150.21%0.42%0.61%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.04%0.18%0.43%Q1 2020Q3 202315
J.W. COLE ADVISORS, INC. 1320.06%0.65%0.87%Q4 2019Q3 202315
Halpern Financial, Inc. 15150.00%0.02%0.07%Q1 2020Q3 202315
DELTA LLOYD NV 15150.02%0.28%0.53%Q3 2013Q1 201715
Auxano Advisors, LLC 15151.29%3.71%6.87%Q1 2020Q3 202315
Employees Retirement System of Texas 15150.05%1.03%1.61%Q1 2020Q3 202315
Gladstone Institutional Advisory LLC 15150.10%0.51%0.90%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.02%0.03%0.05%Q2 2013Q4 201615
PARK AVENUE SECURITIES LLC 1410.01%0.12%0.21%Q4 2018Q3 202315
Cohen Klingenstein LLC 15150.02%0.40%0.69%Q1 2020Q3 202315
CIM INVESTMENT MANAGEMENT INC 1230.23%1.23%2.08%Q1 2019Q3 202315
Bridgeworth, LLC 1410.01%0.28%0.44%Q2 2018Q3 202315
Stamos Capital Partners, L.P. 960.30%0.68%0.98%Q4 2018Q3 202315
Varma Mutual Pension Insurance Co 15150.08%1.04%2.86%Q1 2020Q3 202315
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1140.01%0.09%0.34%Q4 2015Q4 202015
OSAIC HOLDINGS, INC. 15150.10%0.36%0.49%Q1 2020Q3 202315
TWIN CAPITAL MANAGEMENT INC 15150.11%1.31%2.04%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.10%0.18%0.36%Q3 2016Q1 202015
Convergence Investment Partners, LLC 1410.14%0.56%0.90%Q4 2018Q3 202315
RMR Wealth Builders 1410.01%0.29%0.51%Q4 2019Q3 202315
FORSTA AP-FONDEN 15150.28%1.49%2.27%Q1 2020Q3 202315
Copperwynd Financial, LLC 15150.16%1.18%4.53%Q1 2020Q3 202315
Adero Partners, LLC 15150.19%0.48%0.96%Q1 2020Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.15%1.12%1.75%Q1 2020Q3 202315
WealthTrust Axiom LLC 1410.07%0.15%0.23%Q2 2018Q3 202315
Annex Advisory Services, LLC 15150.03%0.07%0.11%Q1 2020Q3 202315
Catamount Wealth Management 15150.00%0.94%1.94%Q3 2015Q1 201915
CWA Asset Management Group, LLC 1220.01%0.08%0.22%Q4 2019Q3 202315
FIRST MERCHANTS CORP 15150.02%0.04%0.06%Q1 2020Q3 202315
Arlington Financial Advisors, LLC 15150.74%1.73%2.79%Q1 2020Q3 202315
Quad-Cities Investment Group, LLC 1230.01%0.37%0.77%Q3 2018Q3 202315
Strategic Advisors LLC 15150.09%0.73%2.19%Q1 2020Q3 202315
Hyperion Asset Management Ltd 15152.20%14.51%16.46%Q1 2020Q3 202315
Delta Accumulation, LLC 880.02%0.63%4.34%Q4 2021Q3 202315
OAK ASSOCIATES LTD /OH/ 15150.03%0.10%0.16%Q1 2020Q3 202315
CX Institutional 15150.00%0.18%0.66%Q1 2020Q3 202315
CENTRAL BANK & TRUST CO 15150.02%0.16%0.23%Q1 2020Q3 202315
Wealthspire Advisors, LLC 1310.00%0.14%0.43%Q4 2018Q3 202315
LexAurum Advisors, LLC 15150.16%0.54%0.94%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.01%0.03%Q1 2020Q3 202315
RIVERBRIDGE PARTNERS LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
Robertson Stephens Wealth Management, LLC 15150.16%0.32%0.58%Q1 2020Q3 202315
Silicon Valley Capital Partners 14140.03%0.17%0.37%Q2 2020Q3 202315
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 15150.01%0.74%1.19%Q1 2020Q3 202315
Assenagon Asset Management S.A. 1230.00%0.44%1.94%Q4 2019Q3 202315
Baystate Wealth Management LLC 1410.00%0.03%0.06%Q4 2017Q3 202315
Andra AP-fonden 720.01%0.12%0.31%Q4 2014Q3 202315
Ascent Wealth Partners, LLC 15150.11%0.40%0.72%Q1 2020Q3 202315
Garrett Wealth Advisory Group, LLC 1410.04%0.29%0.52%Q3 2019Q3 202315
BP PLC 1140.06%0.29%0.61%Q2 2017Q2 202115
USS Investment Management Ltd 15150.02%0.53%1.41%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.10%0.56%0.83%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
ALYDAR PARTNERS LLC 880.10%1.20%4.71%Q2 2013Q1 201515
CHARTWELL INVESTMENT PARTNERS, LLC 15150.09%0.30%0.50%Q1 2020Q3 202315
Riggs Asset Managment Co. Inc. 1230.10%0.40%0.72%Q4 2019Q3 202315
MSI Financial Services Inc 15150.02%0.08%0.12%Q2 2013Q4 201615
EXCHANGE TRADED CONCEPTS, LLC 15150.01%0.09%0.22%Q2 2020Q4 202315
LAKE STREET FINANCIAL LLC 1410.05%0.29%0.46%Q4 2019Q3 202315
CAPITAL GUARDIAN TRUST CO 1110.00%0.00%0.00%Q2 2013Q3 201815
CreativeOne Wealth, LLC 14140.02%0.23%0.41%Q2 2020Q3 202315
ProVise Management Group, LLC 1410.04%0.10%0.14%Q3 2017Q3 202315
Shepherd Financial Partners LLC 1320.06%0.26%0.57%Q4 2017Q3 202315
MCIA Inc 1320.03%0.92%3.34%Q2 2017Q3 202315
Fieldpoint Private Securities, LLC 960.01%0.19%0.60%Q1 2018Q2 202215
MANCHESTER FINANCIAL INC 15150.02%0.24%0.56%Q1 2020Q3 202315
Dakota Wealth Management 14140.01%0.16%0.41%Q2 2020Q3 202315
FULTON BANK, N.A. 15150.05%0.20%0.28%Q2 2020Q4 202315
STOCK YARDS BANK & TRUST CO 15150.02%0.09%0.15%Q1 2020Q3 202315
JT Stratford LLC 1410.13%0.74%1.15%Q2 2019Q3 202315
CVA Family Office, LLC 13130.01%0.17%0.34%Q3 2020Q3 202315
HOWARD CAPITAL MANAGEMENT 1050.03%0.08%0.18%Q3 2013Q4 202015
Wagner Wealth Management, LLC 1230.04%0.49%1.01%Q1 2018Q3 202315
Qtron Investments LLC 15150.21%1.01%1.60%Q1 2020Q3 202315
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1230.02%0.17%0.36%Q4 2019Q3 202315
EPIQ PARTNERS, LLC 1230.16%0.33%1.20%Q4 2019Q3 202315
PDS Planning, Inc 1410.10%0.23%0.38%Q4 2019Q3 202315
WESBANCO BANK INC 1140.01%0.07%0.10%Q4 2019Q3 202315
Capital International Sarl 15150.36%3.18%8.42%Q1 2020Q3 202315
AXIOM INVESTORS LLC /DE 1320.50%1.90%4.66%Q2 2014Q3 202315
Global X Management CO LLC 15150.10%0.39%0.99%Q4 2014Q2 201815
Red Door Wealth Management, LLC 15150.07%0.23%0.48%Q1 2020Q3 202315
Darwin Wealth Management, LLC 15150.01%0.57%0.94%Q1 2020Q3 202315
Gradient Capital Advisors, LLC 15150.36%2.80%4.37%Q1 2020Q3 202315
Foster Victor Wealth Advisors, LLC 1130.00%0.14%0.22%Q1 2020Q3 202315
Advisory Resource Group 15150.15%0.42%0.76%Q1 2020Q3 202315
HOWARD FINANCIAL SERVICES, LTD. 1310.06%0.22%0.34%Q1 2020Q3 202315
EVERETT HARRIS & CO /CA/ 1410.00%0.01%0.01%Q2 2018Q3 202315
OppenheimerFunds, Inc. 15150.05%0.07%0.11%Q3 2013Q1 201715
BlackRock Group LTD 15150.00%0.06%0.08%Q2 2013Q4 201615
MONETTA FINANCIAL SERVICES INC 1110.34%1.00%2.13%Q4 2015Q3 202315
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.06%0.18%Q4 2017Q3 202315
Avion Wealth 15150.01%0.07%0.16%Q1 2020Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1410.11%0.64%1.04%Q4 2019Q3 202315
Taikang Asset Management (Hong Kong) Co Ltd 15152.01%7.28%14.79%Q1 2020Q3 202315
Patten Group, Inc. 15150.01%0.05%0.09%Q2 2015Q4 201815
Financial Enhancement Group LLC 1320.00%0.04%0.10%Q3 2019Q3 202315
COASTLAND CAPITAL LLC 620.04%1.92%5.20%Q1 2014Q2 201615
NORTHWEST WEALTH MANAGEMENT, LLC 1410.08%0.77%1.19%Q2 2018Q3 202315
SkyOak Wealth, LLC 1410.07%0.68%1.00%Q4 2019Q3 202315
Thomas J. Herzfeld Advisors, Inc. 1410.00%0.01%0.02%Q2 2018Q3 202315
Aptus Capital Advisors, LLC 14140.02%0.30%0.67%Q2 2020Q3 202315
Princeton Global Asset Management LLC 15150.00%0.02%0.03%Q1 2020Q3 202315
WINTON GROUP Ltd 910.00%0.11%0.77%Q2 2017Q3 202315
Plancorp, LLC 15150.09%0.26%0.60%Q1 2020Q3 202315
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1230.02%0.05%0.10%Q4 2019Q3 202315
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 15150.12%0.89%1.75%Q1 2020Q3 202315
Advisor Group, Inc. 15150.03%0.05%0.08%Q2 2016Q4 201915
PrairieView Partners, LLC 15150.01%0.04%0.07%Q1 2020Q3 202315
Hitchwood Capital Management LP 1410.19%5.55%18.20%Q4 2015Q1 202315
STEEL GROVE CAPITAL ADVISORS, LLC 930.03%0.06%0.07%Q1 2014Q1 201815
Retirement Group, LLC 1410.03%0.16%0.31%Q4 2019Q3 202315
Emerson Point Capital LP 1140.14%0.54%1.53%Q4 2018Q3 202215
COUNTRY TRUST BANK 1410.00%0.03%0.06%Q1 2018Q4 202315
Quilter Plc 15150.10%0.65%1.26%Q1 2020Q3 202315
Colorado Capital Management, Inc. 15150.24%1.23%1.99%Q1 2020Q3 202315
Gifford Fong Associates 15150.38%0.95%3.16%Q1 2020Q3 202315
PHYSICIANS FINANCIAL SERVICES, INC. 14140.13%0.27%0.44%Q2 2020Q3 202314
Physician Wealth Advisors, Inc. 14140.10%0.30%0.42%Q2 2020Q3 202314
Bayesian Capital Management, LP 410.06%0.94%2.49%Q4 2015Q1 202314
Sturgeon Ventures LLP 1220.97%4.10%11.69%Q4 2017Q4 202214
Delta Investment Management, LLC 14140.10%0.66%1.32%Q2 2020Q3 202314
MOUNT VERNON ASSOCIATES INC /MD/ 14140.28%1.04%1.82%Q2 2020Q3 202314
CARRET ASSET MANAGEMENT, LLC 14140.03%0.10%0.18%Q2 2020Q3 202314
PANTHERA INVESTMENT GmbH 550.13%2.42%6.67%Q1 2014Q1 201514
Concert Wealth Management Inc. 950.03%0.10%0.21%Q4 2013Q2 201714
Taconic Capital Advisors LP 310.00%1.97%6.27%Q2 2016Q3 202214
Keebeck Wealth Management, LLC 1210.01%0.07%0.13%Q4 2019Q3 202314
Aviance Capital Partners, LLC 14140.05%0.10%0.16%Q2 2020Q3 202314
Edgewood Management 14140.00%0.00%0.00%Q2 2020Q3 202314
M&G INVESTMENT MANAGEMENT LTD 14140.00%0.04%0.26%Q4 2019Q1 202314
Baader Bank Aktiengesellschaft 880.02%0.46%4.12%Q4 2021Q3 202314
Hilltop Holdings Inc. 13130.02%0.18%0.35%Q3 2020Q3 202314
Pasadena Private Wealth, LLC 13130.00%0.15%0.23%Q3 2020Q3 202314
DFPG INVESTMENTS, LLC 14140.13%0.33%0.51%Q2 2020Q3 202314
Homrich & Berg 720.01%0.03%0.07%Q2 2016Q3 202114
Optas, LLC 14140.11%0.26%0.53%Q2 2020Q3 202314
COMERICA SECURITIES,INC. 14140.02%0.13%0.19%Q2 2020Q3 202314
MFA WEALTH ADVISORS, LLC 14140.09%0.31%0.74%Q2 2020Q3 202314
Csenge Advisory Group 1310.01%0.22%0.49%Q3 2018Q3 202314
Occidental Asset Management, LLC 1310.12%0.33%0.54%Q4 2018Q3 202314
AGF Investments LLC 730.00%0.05%0.14%Q2 2017Q4 202114
Professional Financial Advisors, LLC 14140.14%0.31%0.71%Q2 2020Q3 202314
ASSOCIATED BANC-CORP 1040.00%0.03%0.06%Q1 2020Q3 202314
Eagle Ridge Investment Management 14140.03%0.08%0.10%Q2 2020Q3 202314
McKinley Carter Wealth Services, Inc. 1310.03%0.10%0.32%Q1 2018Q3 202314
CTC LLC 410.00%0.05%0.19%Q3 2017Q3 202314
Diligent Investors, LLC 14140.11%0.35%0.48%Q2 2020Q3 202314
Knights of Columbus Asset Advisors LLC 14140.36%0.85%1.45%Q2 2020Q3 202314
Sitrin Capital Management LLC 14140.14%0.75%3.07%Q2 2020Q3 202314
Old West Investment Management, LLC 14140.08%13.15%60.29%Q3 2018Q4 202114
Engrave Wealth Partners LLC 830.05%0.14%0.32%Q4 2019Q3 202314
Bay Rivers Group 14140.26%0.71%1.07%Q2 2020Q3 202314
REDW Wealth LLC 14140.13%0.31%0.41%Q2 2020Q3 202314
Weiss Multi-Strategy Advisers LLC 510.01%0.25%1.43%Q3 2018Q2 202314
180 WEALTH ADVISORS, LLC 14140.16%1.49%2.22%Q2 2020Q3 202314
Sage Capital Advisors,llc 930.00%0.10%0.16%Q3 2020Q3 202314
Garner Asset Management Corp 14140.19%0.46%0.58%Q2 2020Q3 202314
Cornerstone Wealth Group, LLC 14140.06%0.24%0.37%Q2 2020Q3 202314
Kore Private Wealth LLC 1220.01%1.07%2.90%Q4 2018Q3 202214
FORTE CAPITAL LLC /ADV 14140.13%0.39%0.60%Q2 2020Q3 202314
Capital Planning Advisors, LLC 14140.11%0.56%1.13%Q2 2020Q3 202314
RFG Advisory, LLC 14140.06%0.18%0.42%Q2 2020Q3 202314
Trivest Advisors Ltd 14140.48%12.73%27.70%Q2 2020Q3 202314
SPINNAKER TRUST 14140.03%0.06%0.08%Q2 2020Q3 202314
KELLEHER FINANCIAL ADVISORS 14140.25%0.47%0.63%Q2 2020Q3 202314
Aspire Private Capital, LLC 1310.00%0.01%0.02%Q4 2018Q3 202314
Connecticut Wealth Management, LLC 14140.02%0.06%0.09%Q2 2020Q3 202314
LYNCH & ASSOCIATES/IN 14140.09%0.17%0.21%Q3 2020Q4 202314
Discovery Value Fund 1010.59%6.57%17.21%Q4 2018Q4 202214
CHELSEA COUNSEL CO 1210.01%0.19%0.47%Q2 2014Q3 202314
Watchman Group, Inc. 14140.20%1.27%2.24%Q2 2020Q3 202314
Clarkston Capital Partners, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Pinnacle Wealth Management Advisory Group, LLC 14140.09%0.45%0.71%Q2 2020Q3 202314
WEDGE CAPITAL MANAGEMENT L L P/NC 14140.00%0.01%0.02%Q2 2020Q3 202314
Granite Point Capital Management, L.P. 410.02%2.19%14.96%Q4 2013Q1 202314
ELEMENT POINTE ADVISORS, LLC 14140.10%0.21%0.39%Q2 2020Q3 202314
Bragg Financial Advisors, Inc 14140.02%0.05%0.15%Q2 2020Q3 202314
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1310.05%0.19%0.49%Q1 2018Q3 202314
Lavaca Capital LLC 510.03%0.34%0.80%Q4 2019Q2 202314
XML Financial, LLC 14140.07%0.18%0.30%Q2 2020Q3 202314
Adams Wealth Management 710.00%2.98%9.64%Q3 2020Q2 202314
SignalPoint Asset Management, LLC 14140.10%0.47%0.69%Q2 2020Q3 202314
Chicago Capital, LLC 14140.01%0.03%0.04%Q2 2020Q3 202314
Saba Capital Management, L.P. 13130.40%1.92%3.28%Q4 2016Q4 201914
Valmark Advisers, Inc. 14140.01%0.03%0.06%Q2 2020Q3 202314
HWG Holdings LP 610.00%0.66%2.70%Q1 2014Q4 202314
Ironwood Investment Counsel, LLC 14140.06%0.53%0.89%Q2 2020Q3 202314
ExodusPoint Capital Management, LP 510.01%0.09%0.31%Q2 2019Q3 202314
Laidlaw Wealth Management LLC 14140.11%0.72%1.38%Q2 2020Q3 202314
MACKAY SHIELDS LLC 1010.00%0.45%1.14%Q1 2018Q1 202214
Windsor Wealth Management, Inc. 14140.06%0.18%0.27%Q2 2020Q3 202314
Morse Asset Management, Inc 14140.10%0.83%2.06%Q2 2020Q3 202314
King Wealth Management Group 1310.07%0.12%0.17%Q4 2018Q3 202314
CHASE INVESTMENT COUNSEL CORP 14140.33%1.20%3.86%Q2 2020Q3 202314
HOHIMER WEALTH MANAGEMENT, LLC 14140.08%0.43%0.73%Q2 2020Q3 202314
Visium Asset Management, LP 10100.00%0.15%0.54%Q4 2013Q1 201614
Atlas Private Wealth Advisors 14140.21%0.69%1.22%Q2 2020Q3 202314
CAMBRIDGE TRUST CO 14140.02%0.05%0.07%Q2 2020Q3 202314
D.B. Root & Company, LLC 1310.13%0.72%1.15%Q4 2019Q3 202314
ADAGE CAPITAL PARTNERS GP, L.L.C. 1210.03%1.08%1.75%Q1 2013Q3 202314
Waldron Private Wealth LLC 14140.04%0.17%0.27%Q2 2020Q3 202314
S.A. Mason LLC 1310.02%0.18%0.26%Q4 2019Q3 202314
Profit Investment Management, LLC 14140.36%0.78%1.27%Q2 2020Q3 202314
Rice Partnership, LLC 14140.14%0.98%1.44%Q2 2020Q3 202314
BAILARD, INC. 14140.01%0.05%0.10%Q2 2020Q3 202314
Bridgecreek Investment Management, LLC 1220.06%1.04%2.02%Q2 2014Q3 202314
FAS Wealth Partners, Inc. 1310.05%0.15%0.23%Q2 2014Q3 202314
Hillsdale Investment Management Inc. 14140.00%0.04%0.08%Q2 2020Q3 202314
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 950.29%0.83%1.29%Q1 2020Q3 202314
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1310.01%1.65%2.93%Q2 2018Q3 202314
Bryn Mawr Capital Management, LLC 14140.11%0.33%0.55%Q2 2020Q3 202314
SCHMIDT P J INVESTMENT MANAGEMENT INC 14140.07%0.22%0.35%Q2 2020Q3 202314
LifeSteps Financial, Inc. 14140.33%0.57%0.77%Q2 2020Q3 202314
Insight Advisors, LLC/ PA 12120.00%1.09%2.00%Q4 2020Q3 202314
IRON Financial LLC 14140.14%0.29%0.54%Q2 2020Q3 202314
Field & Main Bank 14140.02%0.23%0.58%Q2 2020Q3 202314
Crosspoint Capital Strategies, LLC 720.00%0.05%0.12%Q4 2013Q4 201714
FIRST CITIZENS BANK & TRUST CO 1220.03%0.21%0.45%Q2 2013Q3 202314
HOWLAND CAPITAL MANAGEMENT LLC 14140.03%0.06%0.09%Q2 2020Q3 202314
Strategic Wealth Investment Group, LLC 1310.09%0.19%0.57%Q4 2019Q3 202314
CAPITAL ADVISORS INC/OK 14140.02%0.05%0.10%Q2 2020Q3 202314
AIMZ Investment Advisors, LLC 14140.25%0.54%0.76%Q2 2020Q3 202314
THOROUGHBRED FINANCIAL SERVICES, LLC 14140.17%0.27%0.44%Q2 2020Q3 202314
Teamwork Financial Advisors, LLC 14140.11%0.59%1.48%Q2 2020Q3 202314
Crestone Asset Management LLC 1130.05%0.12%0.25%Q1 2020Q3 202314
Chicago Wealth Management, Inc. 14140.32%0.63%0.91%Q2 2020Q3 202314
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1130.00%0.08%1.02%Q1 2020Q3 202314
BOURGEON CAPITAL MANAGEMENT LLC 1310.00%0.00%0.01%Q1 2020Q3 202314
SEVEN EIGHT CAPITAL, LP 310.00%0.32%1.02%Q4 2013Q1 202314
TIEMANN INVESTMENT ADVISORS, LLC 14140.22%0.63%1.12%Q2 2020Q3 202314
RESOURCES MANAGEMENT CORP /CT/ /ADV 14140.01%0.06%0.37%Q2 2020Q3 202314
Winthrop Advisory Group LLC 14140.08%0.26%0.38%Q2 2020Q3 202314
Sand Hill Global Advisors, LLC 14140.02%0.14%0.34%Q2 2020Q3 202314
StoneX Group Inc. 14140.14%0.67%2.07%Q2 2020Q3 202314
Vontobel Holding Ltd. 12120.44%0.91%1.53%Q4 2020Q3 202314
State of Tennessee, Treasury Department 1210.07%0.95%1.48%Q4 2014Q3 202314
Covenant Asset Management, LLC 880.07%0.48%1.08%Q4 2021Q3 202314
MONECO Advisors, LLC 14140.21%0.65%0.98%Q2 2020Q3 202314
Good Life Advisors, LLC 14140.10%0.48%0.74%Q2 2020Q3 202314
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 520.04%0.06%0.08%Q2 2016Q3 202314
Abbrea Capital, LLC 14140.06%0.32%0.54%Q2 2020Q3 202314
Aldebaran Financial Inc. 14140.30%0.50%0.66%Q2 2020Q3 202314
Symmetry Partners, LLC 14140.08%0.14%0.20%Q3 2020Q4 202314
Cumberland Partners Ltd 1220.02%0.12%0.21%Q1 2020Q3 202314
BlackRock Japan Co. Ltd 14140.07%0.10%0.12%Q3 2013Q4 201614
SII INVESTMENTS INC/WI 1020.02%0.03%0.05%Q2 2013Q3 201714
Benin Management CORP 1310.08%0.14%0.19%Q3 2013Q3 202314
BEAM WEALTH ADVISORS, INC. 14140.21%0.40%0.65%Q2 2020Q3 202314
WealthOne, LLC 1310.02%0.18%0.28%Q4 2018Q3 202314
MONTAG A & ASSOCIATES INC 14140.02%0.06%0.13%Q2 2020Q3 202314
FORVIS Wealth Advisors, LLC 14140.02%0.04%0.08%Q2 2020Q3 202314
Mayfair Advisory Group, LLC 14140.51%1.37%2.30%Q2 2020Q3 202314
MOSELEY INVESTMENT MANAGEMENT INC 14140.29%1.97%3.64%Q2 2020Q3 202314
Mint Tower Capital Management B.V. 610.00%4.98%14.85%Q2 2018Q3 202314
Bison Wealth, LLC 14140.15%0.31%0.54%Q2 2020Q3 202314
Consolidated Planning Corp 14140.11%0.45%0.84%Q2 2020Q3 202314
DEARBORN PARTNERS LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
First Heartland Consultants, Inc. 14140.05%0.25%0.43%Q2 2020Q3 202314
Independence Bank of Kentucky 1310.01%0.06%0.21%Q1 2020Q3 202314
Sound View Wealth Advisors Group, LLC 14140.12%1.22%2.35%Q2 2020Q3 202314
tru Independence LLC 810.01%0.24%0.53%Q4 2019Q3 202314
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 630.00%0.32%2.31%Q1 2021Q3 202314
Accuvest Global Advisors 1110.03%0.85%2.59%Q2 2017Q3 202314
Northwest Capital Management Inc 14140.19%0.50%0.79%Q2 2020Q3 202314
Private Portfolio Partners LLC 14140.06%0.15%0.26%Q2 2020Q3 202314
Bank Pictet & Cie (Europe) AG 14140.02%0.09%0.13%Q2 2020Q3 202314
CLIFFORD SWAN INVESTMENT COUNSEL LLC 14140.01%0.04%0.06%Q2 2020Q3 202314
Busey Bank 14140.02%0.09%0.19%Q2 2020Q3 202314
PSI Advisors, LLC 1310.09%0.52%0.80%Q4 2019Q3 202314
Steigerwald, Gordon & Koch Inc. 14140.06%0.13%0.16%Q2 2020Q3 202314
DOHENY ASSET MANAGEMENT /CA 710.15%0.61%1.02%Q1 2017Q3 202314
Virtue Capital Management, LLC 14140.05%0.14%0.23%Q2 2020Q3 202314
CLEARBRIDGE, LLC 770.00%0.01%0.03%Q2 2015Q4 201814
Cornerstone Capital, Inc. 14140.04%0.07%0.09%Q2 2020Q3 202314
Strategic Family Wealth Counselors, L.L.C. 13130.01%0.16%0.23%Q3 2020Q3 202314
Capital Asset Advisory Services LLC 14140.06%0.21%0.30%Q2 2020Q3 202314
SeaBridge Investment Advisors LLC 1310.00%0.00%0.07%Q3 2017Q3 202314
XPONANCE, INC. 14140.43%1.90%2.89%Q2 2020Q3 202314
BARR E S & CO 14140.04%0.13%0.17%Q2 2020Q3 202314
Pegasus Asset Management, Inc. 14140.15%0.27%0.37%Q2 2020Q3 202314
Nicollet Investment Management, Inc. 14142.48%3.90%5.64%Q2 2020Q3 202314
Cupps Capital Management, LLC 14140.06%1.34%3.07%Q2 2013Q3 201614
Nicholas Hoffman & Company, LLC. 14140.03%0.06%0.10%Q2 2020Q3 202314
Redhawk Wealth Advisors, Inc. 1310.00%0.40%0.92%Q2 2019Q3 202314
Paragon Wealth Strategies, LLC 14140.10%0.23%0.56%Q3 2020Q4 202314
WFA of San Diego, LLC 14140.19%0.98%1.43%Q2 2020Q3 202314
InterOcean Capital Group, LLC 12120.00%0.08%0.14%Q4 2020Q3 202314
DONALDSON CAPITAL MANAGEMENT, LLC 13130.00%0.05%0.11%Q3 2020Q3 202314
GRANDFIELD & DODD, LLC 14140.02%0.06%0.11%Q2 2020Q3 202314
Eldridge Investment Advisors, Inc. 14140.11%0.26%0.38%Q2 2020Q3 202314
Moisand Fitzgerald Tamayo, LLC 1310.00%0.04%0.05%Q1 2018Q3 202314
Fragasso Group Inc. 14140.04%0.06%0.08%Q3 2020Q4 202314
Venture Visionary Partners LLC 14140.07%0.60%0.94%Q2 2020Q3 202314
Castle Rock Wealth Management, LLC 14140.19%0.63%0.98%Q2 2020Q3 202314
CMT Capital Markets Trading GmbH 610.00%0.06%0.18%Q2 2016Q3 202314
DAVIS R M INC 14140.01%0.04%0.05%Q2 2020Q3 202314
Pinnacle Wealth Planning Services, Inc. 14140.08%0.53%0.78%Q2 2020Q3 202314
PITCAIRN CO 14140.04%0.23%0.39%Q2 2020Q3 202314
Capital Wealth Alliance, LLC 1310.01%0.50%0.79%Q4 2019Q3 202314
BOSTON FINANCIAL MANGEMENT LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
THOMPSON INVESTMENT MANAGEMENT, INC. 14140.05%0.14%0.19%Q2 2020Q3 202314
Transform Wealth, LLC 14140.04%0.08%0.12%Q2 2020Q3 202314
Q3 Asset Management 1220.05%0.22%0.74%Q1 2020Q3 202314
Edmonds Duncan Registered Investment Advisors, LLC 14140.09%0.21%0.30%Q2 2020Q3 202314
Blue Zone Wealth Advisors, LLC 14140.32%0.70%0.95%Q2 2020Q3 202314
Affiance Financial, LLC 14140.30%0.65%1.00%Q2 2020Q3 202314
WELCH & FORBES LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
GAMCO INVESTORS, INC. ET AL 710.00%0.03%0.12%Q4 2015Q3 202314
First Personal Financial Services 830.00%0.01%0.03%Q3 2017Q3 202314
Charles Schwab Investment Advisory, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Front Street Capital Management, Inc. 14140.10%0.21%0.30%Q2 2020Q3 202314
Ethic Inc. 14140.16%0.54%0.90%Q2 2020Q3 202314
GARRISON BRADFORD & ASSOCIATES INC 14140.35%0.85%1.24%Q2 2020Q3 202314
Aevitas Wealth Management, Inc. 860.01%0.12%0.21%Q4 2017Q3 202214
FNY Managed Accounts LLC 510.00%2.34%28.64%Q4 2013Q1 201714
Choate Investment Advisors 14140.03%0.11%0.22%Q2 2020Q3 202314
One Capital Management, LLC 1310.00%0.17%0.51%Q3 2014Q3 202314
Vigilare Wealth Management 1040.18%0.39%0.98%Q2 2020Q4 202314
Savant Capital, LLC 14140.03%0.09%0.14%Q2 2020Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.12%0.32%0.45%Q2 2020Q3 202314
Sargent Investment Group, LLC 14140.09%0.19%0.27%Q2 2020Q3 202314
RB Capital Management, LLC 13130.15%0.26%0.38%Q3 2020Q3 202313
Green Alpha Advisors, LLC 13130.65%1.72%4.76%Q4 2020Q4 202313
Kestra Advisory Services, LLC 13130.16%0.36%0.50%Q3 2020Q3 202313
Platform Technology Partners 1030.26%0.66%1.22%Q2 2020Q3 202313
TFC Financial Management, Inc. 13130.07%0.22%0.59%Q3 2020Q3 202313
BNC WEALTH MANAGEMENT, LLC 13130.11%1.55%3.39%Q3 2020Q3 202313
Hamilton Capital, LLC 13130.01%0.04%0.10%Q3 2020Q3 202313
HARTLINE INVESTMENT CORP/ 13130.05%0.10%0.50%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.28%0.61%0.86%Q3 2020Q3 202313
MA Private Wealth 1120.07%0.22%0.51%Q2 2020Q3 202313
Advisor Resource Council 10100.00%0.36%0.95%Q2 2021Q3 202313
Roof Eidam Maycock Peralta, LLC 13130.09%0.20%0.27%Q3 2020Q3 202313
Kovitz Investment Group Partners, LLC 830.00%0.01%0.03%Q2 2020Q3 202313
AM INVESTMENT STRATEGIES LLC 13130.25%0.44%0.78%Q3 2020Q3 202313
BAHL & GAYNOR INC 13130.00%0.00%0.01%Q3 2020Q3 202313
Turim 21 Investimentos Ltda. 1030.41%4.13%13.26%Q2 2020Q3 202313
Horst & Graben Wealth Management LLC 13130.08%0.16%0.20%Q3 2020Q3 202313
Pensionmark Financial Group, LLC 1210.11%0.25%0.39%Q1 2020Q3 202313
Souders Financial Advisors 13130.10%0.22%0.29%Q3 2020Q3 202313
First PREMIER Bank 13130.00%0.01%0.02%Q3 2020Q3 202313
COOPER/HAIMS ADVISORS, LLC 13130.20%0.38%0.53%Q3 2020Q3 202313
KLCM Advisors, Inc. 13130.14%0.26%0.38%Q3 2020Q3 202313
LINCOLN CAPITAL CORP 13130.18%0.42%0.68%Q3 2020Q3 202313
IFG Advisors, LLC 13130.18%0.36%0.50%Q3 2020Q3 202313
CULLINAN ASSOCIATES INC 13130.02%0.21%0.47%Q3 2020Q3 202313
Grandview Asset Management LLC 13130.18%0.77%1.69%Q3 2020Q3 202313
Acorn Wealth Advisors, LLC 13130.17%0.30%0.39%Q3 2020Q3 202313
Pacific Wealth Strategies Group, Inc. 13130.15%0.52%1.04%Q3 2020Q3 202313
Morling Financial Advisors, LLC 880.12%0.31%0.47%Q4 2021Q3 202313
Clear Creek Financial Management, LLC 1010.15%0.32%0.50%Q1 2020Q3 202313
9258 Wealth Management, LLC 13130.12%0.21%0.31%Q3 2020Q3 202313
Marcum Wealth, LLC 13130.09%0.19%0.29%Q3 2020Q3 202313
Corrigan Financial, Inc. 13130.14%0.28%0.40%Q2 2020Q2 202313
Chesapeake Wealth Management 1030.09%0.24%0.32%Q2 2020Q3 202313
Paradigm Financial Partners, LLC 13130.08%0.18%0.32%Q3 2020Q3 202313
TCTC Holdings, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
INTRUST BANK NA 13130.05%0.38%0.74%Q3 2020Q3 202313
United Capital Management of KS, Inc. 13130.16%0.90%2.73%Q3 2020Q3 202313
TBH Global Asset Management, LLC 13130.07%0.11%0.22%Q3 2020Q3 202313
KING LUTHER CAPITAL MANAGEMENT CORP 13130.00%0.00%0.01%Q3 2020Q3 202313
FIDUCIARY TRUST INTERNATIONAL LLC 1030.04%0.08%0.12%Q4 2016Q2 202013
Birch Hill Investment Advisors LLC 1030.01%0.02%0.03%Q2 2020Q3 202313
WealthShield Partners, LLC 13130.06%0.34%1.85%Q3 2020Q3 202313
BURNS J W & CO INC/NY 13130.05%0.09%0.14%Q3 2020Q3 202313
HBW ADVISORY SERVICES LLC 13130.14%0.37%0.80%Q3 2020Q3 202313
UMB Bank, n.a. 1210.01%0.20%0.42%Q2 2013Q3 202313
Centered Wealth LLC dba Miller Equity Capital Advisors 13130.82%1.74%2.77%Q3 2020Q3 202313
Karani Asset Management LLC 13131.71%5.10%10.73%Q4 2019Q4 202213
Quadrant Private Wealth Management, LLC 940.16%0.30%0.39%Q2 2020Q3 202313
Newbridge Financial Services Group, Inc. 13131.77%3.15%4.42%Q3 2020Q3 202313
LEE DANNER & BASS INC 13130.03%0.06%0.09%Q3 2020Q3 202313
Legacy Financial Strategies, LLC 13130.10%0.21%0.30%Q3 2020Q3 202313
Trellis Advisors, LLC 13130.21%0.96%1.82%Q3 2020Q3 202313
Meridian Wealth Advisors, LLC 910.02%0.10%0.24%Q4 2018Q3 202313
Financial Advisory Group 13130.11%0.23%0.28%Q3 2020Q3 202313
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 930.07%0.14%0.61%Q3 2020Q3 202313
MURPHY CAPITAL MANAGEMENT INC 910.04%0.13%0.34%Q3 2013Q2 202213
New Jersey Better Educational Savings Trust 1110.22%1.19%1.93%Q1 2018Q3 202313
M&R CAPITAL MANAGEMENT INC 13130.00%0.05%0.12%Q4 2020Q4 202313
BRADLEY FOSTER & SARGENT INC/CT 13130.01%0.01%0.02%Q3 2020Q3 202313
Illinois Municipal Retirement Fund 13130.26%0.45%0.69%Q3 2020Q3 202313
DeDora Capital, Inc. 760.84%1.69%2.41%Q2 2020Q3 202313
LEAVELL INVESTMENT MANAGEMENT, INC. 13130.02%0.06%0.14%Q3 2020Q3 202313
MPS Loria Financial Planners, LLC 1030.04%0.12%0.17%Q2 2020Q3 202313
Windsor Capital Management, LLC 910.06%0.09%0.12%Q2 2013Q3 202313
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 710.06%15.58%93.76%Q1 2014Q3 202313
BCS Wealth Management 13130.28%0.62%1.02%Q3 2020Q3 202313
Beaton Management Co. Inc. 13130.26%0.42%0.59%Q3 2020Q3 202313
SEARCY FINANCIAL SERVICES INC /ADV 13130.21%0.50%0.74%Q3 2020Q3 202313
Axel Capital Management, LLC 1010.14%9.25%15.02%Q4 2013Q1 202213
Stockman Wealth Management, Inc. 13130.10%0.15%0.21%Q3 2020Q3 202313
Catalyst Capital Advisors LLC 1210.02%0.11%0.64%Q3 2013Q3 202313
Ferris Capital, LLC 850.02%0.15%0.30%Q1 2018Q1 202213
NOVARE CAPITAL MANAGEMENT LLC 13130.03%0.28%0.81%Q3 2020Q3 202313
Atlas Brown,Inc. 13130.13%0.27%0.35%Q3 2020Q3 202313
Seven Post Investment Office LP 13130.10%0.18%0.25%Q3 2020Q3 202313
Peterson Wealth Advisors, LLC 13130.08%0.16%0.25%Q3 2020Q3 202313
Baltimore-Washington Financial Advisors, Inc. 13130.07%0.13%0.18%Q3 2020Q3 202313
West Oak Capital, LLC 850.00%0.01%0.02%Q2 2020Q3 202313
Whale Rock Capital Management 1021.79%4.62%9.22%Q2 2017Q1 202213
Keel Point, LLC 13130.04%0.19%0.33%Q3 2020Q3 202313
Ionic Capital Management LLC 310.04%0.67%3.22%Q1 2016Q1 202313
TOTAL INVESTMENT MANAGEMENT INC 1030.06%0.11%0.17%Q2 2020Q3 202313
RNC CAPITAL MANAGEMENT LLC 13130.03%0.06%0.08%Q3 2020Q3 202313
Boltwood Capital Management 940.11%0.14%0.21%Q3 2020Q4 202313
PDT Partners, LLC 510.04%0.43%1.16%Q2 2013Q3 202313
Dai-ichi Life Holdings, Inc. 13130.02%0.08%0.17%Q3 2013Q3 201613
Dorsey & Whitney Trust CO LLC 13130.04%0.15%0.28%Q3 2020Q3 202313
FAYEZ SAROFIM & CO 13130.00%0.00%0.01%Q3 2020Q3 202313
BB&T SECURITIES, LLC 1120.00%0.01%0.01%Q1 2015Q3 201913
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 13130.14%0.26%0.37%Q3 2020Q3 202313
Beacon Financial Advisory LLC 13130.19%0.54%1.41%Q3 2020Q3 202313
Symphony Financial, Ltd. Co. 13130.13%0.44%0.96%Q3 2020Q3 202313
MEANS INVESTMENT CO., INC. 12120.00%0.27%0.39%Q4 2020Q3 202313
Founders Capital Management 13130.05%0.11%0.18%Q4 2020Q4 202313
Foundations Investment Advisors, LLC 13130.04%0.22%0.45%Q3 2020Q3 202313
Trek Financial, LLC 13130.05%0.10%0.14%Q3 2020Q3 202313
FCG ADVISORS, LLC 850.06%0.11%0.32%Q2 2017Q3 202013
SEARLE & CO. 1030.08%0.25%0.39%Q2 2020Q3 202313
DIVIDEND ASSETS CAPITAL, LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
Main Street Financial Solutions, LLC 12120.00%1.50%2.36%Q4 2020Q3 202313
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13130.02%0.05%0.08%Q3 2020Q3 202313
Moloney Securities Asset Management, LLC 13130.11%0.21%0.30%Q3 2020Q3 202313
Insight Wealth Strategies, LLC 13130.06%0.10%0.14%Q3 2020Q3 202313
PBMares Wealth Management LLC 13130.11%0.31%0.55%Q3 2020Q3 202313
Key FInancial Inc 1210.03%0.16%0.26%Q1 2020Q3 202313
Indiana Trust & Investment Management CO 13130.18%0.30%0.40%Q3 2020Q3 202313
Summit X, LLC 13130.12%0.24%0.38%Q3 2020Q3 202313
WESTWOOD MANAGEMENT CORP /IL/ 1030.02%0.05%0.08%Q2 2020Q3 202313
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Farmers & Merchants Trust Co of Chambersburg PA 13130.01%0.01%0.02%Q3 2020Q3 202313
NAPLES GLOBAL ADVISORS, LLC 13130.03%0.08%0.24%Q3 2020Q3 202313
Perennial Advisors, LLC 910.01%0.03%0.05%Q4 2016Q2 202113
Bangor Savings Bank 13130.02%0.03%0.04%Q3 2020Q3 202313
Interchange Capital Partners, LLC 12120.04%1.12%1.88%Q4 2020Q3 202313
Altus Wealth Management, LLC 13130.21%0.35%0.48%Q3 2020Q3 202313
Harvest Investment Services, LLC 1030.17%0.68%1.60%Q2 2020Q3 202313
CHIRON CAPITAL MANAGEMENT, LLC 13130.18%0.39%0.57%Q3 2020Q3 202313
Parsec Financial Management, Inc. 1210.01%0.06%0.10%Q4 2019Q1 202313
Advisors Capital Management, LLC 13130.02%0.07%0.18%Q3 2020Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 910.15%0.32%0.43%Q1 2020Q3 202313
C M BIDWELL & ASSOCIATES LTD 1210.09%0.19%0.41%Q4 2018Q3 202313
FOUNDERS FINANCIAL SECURITIES LLC 1210.18%0.41%0.78%Q2 2020Q3 202313
Cypress Capital Group 13130.04%0.09%0.20%Q3 2020Q3 202313
Russell Clark Investment Management Ltd 1120.30%1.74%3.16%Q2 2016Q4 201913
Soltis Investment Advisors LLC 13130.05%0.59%1.25%Q3 2020Q3 202313
Farmers & Merchants Trust Co of Long Beach 13130.08%0.20%0.30%Q3 2020Q3 202313
SOL Capital Management CO 13130.06%0.14%0.33%Q3 2020Q3 202313
ROBERTS GLORE & CO INC /IL/ 13130.07%0.11%0.15%Q3 2020Q3 202313
Glenview Trust Co 13130.01%0.02%0.04%Q3 2020Q3 202313
Sterling Capital Management LLC 940.00%0.00%0.00%Q3 2014Q4 201713
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 13130.03%0.08%0.17%Q2 2020Q2 202313
BRANDYWINE OAK PRIVATE WEALTH LLC 1210.00%0.10%0.18%Q4 2018Q3 202313
Polar Asset Management Partners Inc. 210.01%0.30%1.61%Q1 2015Q3 202213
Shinko Asset Management Co., Ltd. 13130.00%0.00%0.01%Q3 2013Q3 201613
Northeast Financial Consultants Inc 13130.02%0.05%0.08%Q3 2020Q3 202313
Coastline Trust Co 13130.12%0.40%0.85%Q3 2020Q3 202313
Mizuho Asset Management Co.,Ltd. 13130.01%0.03%0.06%Q3 2013Q3 201613
SouthState Corp 13130.02%0.03%0.04%Q3 2020Q3 202313
Alhambra Investment Management LLC 13130.20%0.38%0.52%Q3 2020Q3 202313
American Money Management, LLC 13130.09%0.15%0.24%Q3 2020Q3 202313
BOK Financial Private Wealth, Inc. 13130.00%0.07%0.25%Q3 2020Q3 202313
Corient Capital Partners, LLC 13130.04%0.53%1.10%Q3 2019Q3 202213
CHICAGO TRUST Co NA 13130.11%0.20%0.33%Q3 2020Q3 202313
Capital Impact Advisors, LLC 510.13%0.69%1.91%Q2 2014Q4 202213
EWG Elevate Inc. 1210.12%0.47%0.72%Q1 2020Q3 202313
EAGLE ASSET MANAGEMENT INC 13130.00%0.04%0.09%Q3 2020Q3 202313
SCHNIEDERS CAPITAL MANAGEMENT LLC 13130.05%0.25%0.66%Q3 2020Q3 202313
Burleson & Company, LLC 12120.05%4.84%7.36%Q1 2020Q4 202213
Visionary Wealth Advisors 13130.07%0.13%0.22%Q3 2020Q3 202313
Fort Sheridan Advisors LLC 13130.15%0.26%0.48%Q3 2020Q3 202313
FAGAN ASSOCIATES, INC. 13130.13%0.51%0.95%Q3 2020Q3 202313
Essex Private Wealth Management, LLC 13130.35%0.95%1.79%Q3 2020Q3 202313
Grassi Investment Management 13130.04%0.09%0.13%Q3 2020Q3 202313
TLWM 940.18%0.45%0.71%Q2 2020Q3 202313
Maple Capital Management, Inc. 13130.05%0.07%0.11%Q3 2020Q3 202313
BlueCrest Capital Management Ltd 310.01%0.17%0.64%Q1 2016Q3 202313
Regent Peak Wealth Advisors LLC 13130.18%0.71%1.91%Q3 2020Q3 202313
Financial Planning & Information Services, Inc. 13130.04%0.11%0.16%Q3 2020Q3 202313
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 13130.02%0.03%0.05%Q3 2020Q3 202313
BALLAST ADVISORS LLC 13130.14%0.22%0.35%Q3 2020Q3 202313
CRA Financial Services, LLC 13130.18%0.52%0.74%Q3 2020Q3 202313
PERSONAL CFO SOLUTIONS, LLC 13130.22%0.42%0.59%Q3 2020Q3 202313
IFS Advisors, LLC 13130.07%0.22%0.32%Q4 2020Q4 202313
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 13130.04%0.08%0.13%Q3 2014Q3 201713
Summit Financial Strategies, Inc. 1030.16%0.30%0.43%Q2 2020Q3 202313
Argent Trust Co 13130.03%0.09%0.16%Q3 2020Q3 202313
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1210.04%0.51%0.89%Q1 2015Q3 202313
FIRST INTERSTATE BANK 1210.00%0.02%0.17%Q3 2014Q2 201813
Altman Advisors, Inc. 1210.22%2.42%4.11%Q2 2020Q3 202313
Ellenbecker Investment Group 13130.10%0.20%0.27%Q3 2020Q3 202313
MITCHELL MCLEOD PUGH & WILLIAMS INC 13130.53%0.92%1.17%Q3 2020Q3 202313
MAGNOLIA CAPITAL ADVISORS LLC 13130.23%0.46%0.97%Q3 2020Q3 202313
VESTOR CAPITAL, LLC 13130.03%0.32%1.06%Q3 2020Q3 202313
NORTHSTAR ASSET MANAGEMENT LLC 13130.12%0.19%0.26%Q3 2020Q3 202313
Blue Chip Partners, LLC 13130.02%0.06%0.14%Q3 2020Q3 202313
Costello Asset Management, INC 13130.02%0.06%0.14%Q3 2020Q3 202313
Wealthquest Corp 13130.05%0.07%0.09%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.11%0.30%1.37%Q3 2020Q3 202313
Jump Financial, LLC 13130.07%0.29%0.59%Q3 2020Q3 202313
Trexquant Investment LP 510.08%0.53%1.31%Q3 2015Q1 202313
Overbrook Management Corp 13130.07%0.20%0.28%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.09%0.47%Q3 2020Q3 202313
Hixon Zuercher, LLC 13130.87%2.32%3.94%Q3 2020Q3 202313
Sowell Financial Services LLC 710.01%0.29%0.70%Q3 2019Q3 202313
WOODMONT INVESTMENT COUNSEL LLC 510.01%0.04%0.08%Q2 2015Q3 202313
NEXT CENTURY GROWTH INVESTORS LLC 710.01%0.10%0.32%Q3 2014Q3 202313
Financial Partners Group, Inc 13130.07%0.10%0.18%Q3 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.15%0.29%0.40%Q3 2020Q3 202313
WBH ADVISORY INC 1030.10%0.16%0.24%Q2 2020Q3 202313
Polar Capital LLP 610.01%0.08%0.47%Q2 2015Q3 202013
Marcus Capital, LLC 12124.34%5.59%6.73%Q4 2015Q3 201812
High Falls Advisors, Inc 12120.08%0.19%0.40%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.87%1.54%2.07%Q4 2020Q3 202312
ANDOR CAPITAL MANAGEMENT, L.L.C. 12124.67%20.36%49.57%Q2 2013Q1 201612
Financial Avengers, Inc. 12121.89%3.04%4.28%Q4 2020Q3 202312
LCNB CORP 12120.29%0.63%0.86%Q4 2020Q3 202312
First National Bank of South Miami 1020.01%0.18%0.37%Q2 2020Q2 202312
ASSET MANAGEMENT CORP /IL/ /ADV 1110.15%0.37%1.43%Q1 2020Q1 202312
Montis Financial, LLC 12120.24%0.55%0.90%Q4 2020Q3 202312
Purus Wealth Management, LLC 12120.85%1.52%2.00%Q4 2020Q3 202312
Secure Asset Management, LLC 12120.11%0.27%0.46%Q4 2020Q3 202312
SlateStone Wealth, LLC 12120.05%0.16%0.45%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.08%0.14%0.21%Q4 2020Q3 202312
Orin Green Financial, LLC 12120.26%0.56%0.79%Q4 2020Q3 202312
Opal Wealth Advisors, LLC 12120.28%0.76%1.22%Q4 2020Q3 202312
Cornerstone Advisors, LLC 12121.12%1.97%3.87%Q4 2020Q3 202312
KFA Private Wealth Group, LLC 12120.10%0.19%0.27%Q4 2020Q3 202312
Goepper Burkhardt LLC 12120.15%0.27%0.37%Q4 2020Q3 202312
LITTLE HOUSE CAPITAL LLC 1010.01%0.51%0.92%Q1 2019Q3 202312
DB Wealth Management Group, LLC 12120.04%0.19%0.39%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.85%1.38%2.65%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.79%2.28%3.00%Q4 2020Q3 202312
Bouchey Financial Group Ltd 930.05%0.06%0.08%Q3 2020Q3 202312
Cranbrook Wealth Management, LLC 1110.00%0.00%0.01%Q1 2020Q3 202312
Northstar Advisory Group, LLC 12120.22%0.76%2.15%Q4 2020Q3 202312
MADDEN SECURITIES Corp 1110.75%2.18%3.30%Q2 2020Q3 202312
Concorde Asset Management, LLC 12120.40%0.97%1.33%Q4 2020Q3 202312
CFO4Life Group, LLC 12120.06%0.13%0.24%Q4 2020Q3 202312
Platt Investment Counsel, LLC 12120.32%0.48%0.69%Q4 2020Q3 202312
MAIRS & POWER INC 930.00%0.01%0.01%Q3 2020Q3 202312
Clearstead Trust, LLC 1020.00%0.02%0.12%Q4 2016Q3 202312
Castle Creek Arbitrage, LLC 620.03%1.05%5.21%Q3 2013Q4 201812
Milestone Resources Group Ltd 12120.00%0.04%0.16%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12120.14%0.35%1.11%Q4 2020Q3 202312
FNY Partners Fund LP 660.00%0.07%0.29%Q4 2016Q1 201812
CALIBER WEALTH MANAGEMENT, LLC 12120.28%1.09%2.10%Q4 2020Q3 202312
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 12120.56%3.97%7.73%Q4 2020Q3 202312
YHB Investment Advisors, Inc. 12120.02%0.04%0.07%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.16%0.32%0.50%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
WINTRUST INVESTMENTS LLC 1020.03%0.05%0.11%Q3 2020Q3 202312
Fountainhead AM, LLC 12120.48%1.25%1.63%Q4 2020Q3 202312
ROCKLAND TRUST CO 930.01%0.02%0.05%Q3 2020Q3 202312
Northwest Bancshares, Inc. 930.06%0.10%0.13%Q3 2020Q3 202312
Mach-1 Financial Group, LLC 12120.16%0.24%0.48%Q4 2020Q3 202312
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 12120.59%0.96%1.32%Q4 2020Q3 202312
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12120.74%1.66%2.79%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.20%0.44%0.73%Q4 2020Q3 202312
Canal Capital Management, LLC 930.07%0.11%0.17%Q3 2020Q3 202312
Alberta Investment Management Corp 1110.01%0.15%0.48%Q2 2020Q3 202312
Spark Investment Management LLC 12120.67%2.65%8.55%Q4 2020Q3 202312
Raub Brock Capital Management LP 930.04%0.06%0.09%Q3 2020Q3 202312
Longitude (Cayman) Ltd. 821.66%3.13%4.89%Q1 2021Q3 202312
JACOBS LEVY EQUITY MANAGEMENT, INC 12120.04%0.35%2.31%Q4 2020Q3 202312
JGP Wealth Management, LLC 12120.06%0.10%0.17%Q4 2020Q3 202312
SHEETS SMITH WEALTH MANAGEMENT 930.04%0.06%0.08%Q3 2020Q3 202312
Wealth Management Partners, LLC 12121.08%1.78%2.52%Q4 2020Q3 202312
DUFF & PHELPS INVESTMENT MANAGEMENT CO 12120.04%0.08%0.11%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.21%0.33%0.56%Q4 2020Q3 202312
McCarthy Asset Management, Inc. 12120.66%1.40%1.90%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.36%0.73%1.28%Q4 2020Q3 202312
Firsthand Capital Management, Inc. 840.72%2.16%3.87%Q2 2016Q3 202312
Annapolis Financial Services, LLC 12120.00%0.13%0.25%Q4 2020Q3 202312
FIRST AMERICAN TRUST, FSB 12120.05%0.45%1.20%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.06%0.16%0.22%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.07%0.14%0.21%Q4 2020Q3 202312
Decatur Capital Management, Inc. 12121.27%2.27%2.98%Q4 2020Q3 202312
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
Summit Financial Wealth Advisors, LLC 1110.06%0.11%0.26%Q3 2020Q3 202312
Fore Capital, LLC 410.22%1.80%6.62%Q4 2017Q1 202312
Allen Capital Group, LLC 930.07%0.09%0.13%Q3 2020Q3 202312
Frontier Wealth Management LLC 840.01%0.06%0.12%Q2 2017Q2 202212
Onyx Bridge Wealth Group LLC 12120.22%0.37%0.49%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 121211.13%17.25%23.33%Q4 2020Q3 202312
VICUS CAPITAL 420.02%0.04%0.09%Q2 2017Q3 202312
Oxinas Partners Wealth Management LLC 12120.39%2.14%4.25%Q4 2020Q3 202312
Veritas Investment Partners (UK) Ltd. 12120.00%0.00%0.00%Q4 2020Q3 202312
TEXAS PERMANENT SCHOOL FUND CORP 12120.71%1.24%1.60%Q4 2020Q3 202312
RWA WEALTH PARTNERS, LLC 910.00%0.02%0.05%Q2 2018Q3 202312
J. L. Bainbridge & Co., Inc. 12120.07%0.09%0.12%Q4 2020Q3 202312
Willow Creek Wealth Management Inc. 720.03%0.34%1.09%Q1 2018Q3 202312
Cordatus Wealth Management LLC 530.23%1.06%3.93%Q1 2020Q3 202312
Alcosta Capital Management, Inc. 12122.38%4.43%5.47%Q4 2020Q3 202312
Modera Wealth Management, LLC 12120.01%0.05%0.07%Q4 2020Q3 202312
Icon Wealth Partners, LLC 510.00%0.05%0.12%Q4 2017Q3 202312
INTACT INVESTMENT MANAGEMENT INC. 12120.05%0.08%0.10%Q4 2020Q3 202312
Tempus Wealth Planning, LLC 12120.16%0.44%1.19%Q4 2020Q3 202312
F3Logic, LLC 12120.02%0.14%0.28%Q1 2020Q4 202212
Black Diamond Financial, LLC 840.13%0.20%0.30%Q3 2020Q3 202312
Integrated Investment Consultants, LLC 610.00%0.07%0.16%Q3 2017Q3 202212
AIA Group Ltd 12120.19%0.95%1.87%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.03%0.04%0.06%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.02%0.20%0.49%Q4 2018Q3 202112
Handelsbanken Fonder AB 1110.03%0.07%0.11%Q4 2015Q4 201912
TUCKER ASSET MANAGEMENT LLC 12120.01%0.06%0.34%Q4 2020Q3 202312
Jackson, Grant Investment Advisers, Inc. 710.00%0.09%0.23%Q3 2018Q3 202312
EVERENCE CAPITAL MANAGEMENT INC 12120.71%1.27%1.90%Q4 2020Q3 202312
DOMINI IMPACT INVESTMENTS LLC 813.79%8.83%14.51%Q1 2015Q4 201912
Transamerica Financial Advisors, Inc. 710.00%0.00%0.02%Q1 2014Q3 202312
Bordeaux Wealth Advisors LLC 11110.10%2.50%5.00%Q1 2021Q3 202312
IBEX WEALTH ADVISORS 810.20%0.45%0.86%Q2 2017Q3 202312
BECKER CAPITAL MANAGEMENT INC 12120.01%0.04%0.07%Q4 2020Q3 202312
CONNING INC. 12120.08%0.17%0.24%Q4 2020Q3 202312
DIALECTIC CAPITAL MANAGEMENT, LP 510.48%1.95%3.87%Q2 2013Q4 201612
South Dakota Investment Council 12120.08%0.17%0.31%Q4 2020Q3 202312
MidWestOne Financial Group, Inc. 750.08%0.13%0.26%Q3 2020Q3 202312
SATOVSKY ASSET MANAGEMENT LLC 12120.23%0.73%1.15%Q4 2020Q3 202312
Kentucky Retirement Systems 12121.02%1.79%2.36%Q4 2020Q3 202312
BANK OF HAWAII 910.02%0.13%0.26%Q1 2014Q3 202312
Coastal Bridge Advisors, LLC 12120.06%0.15%0.26%Q4 2020Q3 202312
Value Star Asset Management (Hong Kong) Ltd 121215.01%26.85%39.18%Q4 2020Q3 202312
Louisiana State Employees Retirement System 12120.99%1.68%2.11%Q4 2020Q3 202312
Vestcor Inc 12120.29%0.45%0.63%Q4 2020Q3 202312
SMITH SHELLNUT WILSON LLC /ADV 930.09%0.23%0.31%Q3 2020Q3 202312
Sage Mountain Advisors LLC 12120.07%0.27%0.64%Q4 2020Q3 202312
Rede Wealth, LLC 12120.18%0.40%0.60%Q4 2020Q3 202312
SSI INVESTMENT MANAGEMENT LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
Vishria Bird Financial Group, LLC 12120.14%0.30%0.41%Q4 2020Q3 202312
SUMWAY DEVELOPMENT LTD. 12120.00%11.48%38.21%Q4 2015Q3 201812
PATRON PARTNERS, LLC 12120.21%0.45%0.62%Q4 2020Q3 202312
SPROTT INC. 12120.02%0.04%0.06%Q4 2020Q3 202312
AlphaStar Capital Management, LLC 12120.05%0.16%0.29%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.12%0.25%0.31%Q4 2020Q3 202312
Relyea Zuckerberg Hanson LLC 12120.09%0.20%0.30%Q4 2020Q3 202312
Vision Capital Management, Inc. 12120.04%0.15%0.34%Q3 2020Q2 202312
Bell & Brown Wealth Advisors, LLC 840.16%0.62%1.62%Q4 2019Q2 202312
Kercheville Advisors, LLC 12120.49%0.85%1.45%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.08%0.17%0.24%Q4 2020Q3 202312
Total Wealth Planning, LLC 750.05%0.13%0.21%Q3 2020Q3 202312
B&D White Capital Company, LLC 920.12%0.29%0.40%Q4 2020Q3 202312
Elwood & Goetz Wealth Advisory Group, LLC 930.07%0.13%0.17%Q3 2020Q3 202312
Xcel Wealth Management, LLC 12120.22%0.33%0.47%Q3 2020Q2 202312
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 930.10%0.13%0.20%Q3 2020Q3 202312
Foster Group, Inc. 12120.04%0.08%0.10%Q4 2020Q3 202312
Johnson Midwest Financial, LLC 12120.17%0.64%1.90%Q4 2020Q3 202312
INTERACTIVE FINANCIAL ADVISORS, INC. 12120.10%0.16%0.22%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.16%0.39%0.56%Q4 2020Q3 202312
S. R. Schill & Associates 930.10%0.19%0.32%Q3 2020Q3 202312
MOTCO 610.00%0.00%0.01%Q2 2019Q3 202312
SENTRY INVESTMENT MANAGEMENT LLC 12120.88%1.60%2.33%Q4 2020Q3 202312
Marshall Financial Group LLC 12120.14%0.38%0.87%Q4 2020Q3 202312
Frank, Rimerman Advisors LLC 12120.20%0.30%0.49%Q4 2020Q3 202312
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 12120.95%1.65%2.18%Q4 2020Q3 202312
SAYBROOK CAPITAL /NC 930.07%0.10%0.15%Q3 2020Q3 202312
One River Asset Management, LLC 440.06%0.69%2.10%Q4 2022Q3 202312
DF DENT & CO INC 1020.01%0.01%0.01%Q2 2014Q3 201712
DELTA FINANCIAL ADVISORS LLC 12120.12%0.18%0.28%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.14%0.23%0.35%Q4 2020Q3 202312
Arkfeld Wealth Strategies, L.L.C. 12120.15%0.23%0.36%Q4 2020Q3 202312
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 12120.85%1.47%1.96%Q4 2020Q3 202312
Global Trust Asset Management, LLC 12120.01%0.06%0.17%Q4 2020Q3 202312
GYL FINANCIAL SYNERGIES, LLC 12120.08%0.13%0.28%Q4 2020Q3 202312
Total Clarity Wealth Management, Inc. 810.01%0.18%0.36%Q4 2019Q3 202312
Engineers Gate Manager LP 610.04%0.15%0.53%Q3 2016Q4 202212
WT Wealth Management 1110.11%0.50%1.00%Q4 2019Q3 202312
MainStreet Investment Advisors LLC 12120.03%0.07%0.08%Q4 2020Q3 202312
ADAMS DIVERSIFIED EQUITY FUND, INC. 12120.78%1.26%1.89%Q4 2020Q3 202312
STEVENS CAPITAL MANAGEMENT LP 410.04%1.90%8.22%Q1 2014Q3 202312
Boston Trust Walden Corp 12120.00%0.01%0.01%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.32%0.86%1.25%Q4 2020Q3 202312
HALL CAPITAL MANAGEMENT CO INC 1020.18%0.38%0.52%Q3 2020Q3 202312
Lazard Freres Gestion S.A.S. 12120.01%0.01%0.02%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.38%0.71%1.20%Q4 2020Q3 202312
NinePointTwo Capital LLC 12120.08%0.14%0.18%Q4 2020Q3 202312
Buckley Wealth Management, LLC 12120.16%0.28%0.34%Q4 2020Q3 202312
Horizon Investment Services, LLC 12120.15%0.33%0.60%Q4 2020Q3 202312
Cavalry Management Group, LLC 512.89%4.63%8.38%Q1 2017Q3 202212
Cypress Point Wealth Management, LLC 12122.46%4.42%7.27%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.27%0.39%0.58%Q3 2020Q3 202312
HALBERT HARGROVE GLOBAL ADVISORS, LLC 12120.03%0.07%0.10%Q2 2020Q1 202312
Truepoint, Inc. 12120.02%0.04%0.10%Q4 2020Q3 202312
CAPSTONE ASSET MANAGEMENT CO 840.01%0.02%0.04%Q2 2013Q2 201712
WealthTrust Fairport, LLC 750.00%0.00%0.01%Q2 2013Q1 201912
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.02%0.04%Q2 2017Q3 202312
WOLFF WIESE MAGANA LLC 12120.36%0.72%0.99%Q4 2020Q3 202312
Danda Trouve Investment Management, Inc. 12120.01%0.02%0.07%Q4 2019Q3 202212
Falcon Wealth Planning 12120.17%0.31%0.43%Q4 2020Q3 202312
HL FINANCIAL SERVICES LLC 12120.01%0.01%0.01%Q2 2016Q1 201912
Hudson Canyon Capital Management 12120.93%1.62%2.17%Q4 2020Q3 202312
Canton Hathaway, LLC 12120.05%0.25%0.38%Q4 2020Q3 202312
Stevard, LLC 750.96%2.44%5.28%Q3 2020Q3 202312
N.E.W. Advisory Services LLC 12120.05%0.09%0.21%Q4 2020Q3 202312
FACTORY MUTUAL INSURANCE CO 12120.21%0.92%1.56%Q4 2020Q3 202312
CHECK CAPITAL MANAGEMENT INC/CA 930.01%0.02%0.02%Q3 2020Q3 202312
SHUFRO ROSE & CO LLC 710.01%0.04%0.08%Q4 2018Q4 202212
Central Asset Investments & Management Holdings (HK) Ltd 810.39%1.15%2.23%Q4 2012Q3 202312
Berger Financial Group, Inc 12120.13%0.32%0.56%Q4 2020Q3 202312
Red Wave Investments LLC 12120.11%0.30%0.42%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.20%0.43%0.61%Q4 2020Q3 202312
RWQ Financial Management Services, Inc. 12122.32%5.84%9.14%Q4 2020Q3 202312
Kentucky Retirement Systems Insurance Trust Fund 12121.02%1.80%2.36%Q4 2020Q3 202312
KANALY TRUST CO 12120.00%0.00%0.01%Q1 2014Q4 201612
Safeguard Investment Advisory Group, LLC 12120.23%0.44%0.70%Q4 2020Q3 202312
West Branch Capital LLC 12120.20%0.94%1.45%Q4 2020Q3 202312
Onex Canada Asset Management Inc. 1010.01%0.16%0.34%Q2 2017Q3 202212
Orion Capital Management LLC 12120.05%0.19%0.31%Q4 2020Q3 202312
Silvant Capital Management LLC 12120.26%0.95%3.04%Q4 2020Q3 202312
Carlson Capital Management 930.02%0.07%0.23%Q3 2020Q3 202312
Sustainable Insight Capital Management, LLC 12120.46%2.03%4.90%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.45%0.72%0.98%Q4 2020Q3 202312
Round Rock Advisors, LLC 12120.41%0.79%1.36%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.33%0.71%1.01%Q4 2020Q3 202312
Echo Wealth Management, LLC 12121.21%2.94%4.08%Q4 2020Q3 202312
W.G. Shaheen & Associates DBA Whitney & Co 12120.04%0.07%0.10%Q4 2020Q3 202312
DOHJ, LLC 12120.13%1.08%2.01%Q4 2020Q3 202312
Oxler Private Wealth LLC 12120.25%0.46%0.62%Q4 2020Q3 202312
Aveo Capital Partners, LLC 1110.09%0.13%0.16%Q3 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.11%0.31%0.40%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.41%1.02%Q4 2018Q3 202112
Karp Capital Management Corp 610.02%0.07%0.13%Q4 2014Q3 202212
Golden State Wealth Management, LLC 930.09%0.68%1.39%Q1 2019Q1 202212
Fusion Family Wealth LLC 910.00%0.00%0.03%Q1 2017Q4 202112
Beacon Capital Management, Inc. 1110.00%0.00%0.00%Q2 2016Q1 202312
Clear Harbor Asset Management, LLC 640.00%0.11%0.23%Q3 2019Q3 202312
WESTWOOD HOLDINGS GROUP INC 1110.00%0.03%0.16%Q3 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.05%0.16%0.26%Q4 2020Q3 202312
Wells Trecaso Financial Group, LLC 930.11%0.16%0.21%Q3 2020Q3 202312
Waterfront Wealth Inc. 12120.24%0.37%0.62%Q4 2020Q3 202312
REYNOLDS CAPITAL MANAGEMENT LLC 12120.25%1.05%2.55%Q2 2013Q1 201612
Tsai Capital Corp 121222.17%28.83%34.61%Q4 2020Q3 202312
Colonial River Wealth Management, LLC 12120.29%0.80%1.82%Q4 2020Q3 202312
Signify Wealth 12120.43%2.38%7.14%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12120.21%0.44%0.80%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.01%0.12%0.19%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.01%0.02%0.04%Q2 2013Q1 201612
Geller Advisors LLC 12120.04%0.15%0.21%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.08%0.29%0.53%Q4 2020Q3 202312
Financial Advisors Network, Inc. 1010.03%0.15%0.22%Q4 2016Q3 202312
Hemington Wealth Management 12120.18%0.28%0.38%Q4 2020Q3 202312
Fortis Capital Management LLC 12120.14%0.57%0.98%Q4 2020Q3 202312
Empowered Funds, LLC 840.02%0.30%0.63%Q2 2020Q3 202312
First Trust Direct Indexing L.P. 12120.76%1.32%1.75%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.02%0.09%0.16%Q4 2020Q3 202312
Retirement Systems of Alabama 12120.68%1.05%1.55%Q4 2020Q3 202312
Oder Investment Management, LLC 12122.13%3.96%6.12%Q4 2020Q3 202312
Intrua Financial, LLC 12120.11%0.38%0.69%Q2 2020Q1 202312
Stokes Family Office, LLC 12120.03%0.11%0.17%Q4 2020Q3 202312
Cohen Investment Advisors LLC 12120.23%0.43%0.60%Q4 2020Q3 202312
Flaharty Asset Management, LLC 12120.05%0.14%0.24%Q4 2020Q3 202312
ACT WEALTH MANAGEMENT, LLC 12120.39%0.59%0.85%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.17%0.38%0.54%Q4 2020Q3 202312
Accel Wealth Management 12120.04%0.10%0.13%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.08%0.21%0.39%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12120.17%0.53%0.89%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.07%0.19%0.41%Q4 2020Q3 202312
MOODY NATIONAL BANK TRUST DIVISION 910.01%0.31%0.88%Q3 2013Q3 202312
TFO Wealth Partners, LLC 610.00%0.01%0.01%Q4 2019Q3 202312
Bard Financial Services, Inc. 12120.09%0.24%0.35%Q4 2020Q3 202312
Parcion Private Wealth LLC 12120.02%0.04%0.10%Q4 2020Q3 202312
Prospect Hill Management, LLC 121210.08%16.15%19.62%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.50%0.95%1.43%Q4 2020Q3 202312
Everhart Financial Group, Inc. 12120.22%0.88%1.50%Q4 2020Q3 202312
ELLINGTON MANAGEMENT GROUP LLC 710.03%3.15%13.66%Q4 2013Q4 202012
Kepos Capital LP 1020.01%0.03%0.05%Q3 2020Q3 202312
Concord Wealth Partners 12120.06%0.31%0.54%Q4 2020Q3 202312
D. SCOTT NEAL, INC. 1010.07%0.11%0.21%Q2 2015Q2 202012
Mayflower Financial Advisors, LLC 12120.12%0.22%0.32%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.27%0.51%0.70%Q4 2020Q3 202312
Wealthfront Advisers LLC 12120.04%0.17%0.36%Q4 2020Q3 202312
CLEAR INVESTMENT RESEARCH, LLC 12120.04%0.06%0.10%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.03%0.06%0.07%Q4 2020Q3 202312
Klingman & Associates, LLC 12120.02%0.04%0.08%Q4 2020Q3 202312
WRAPMANAGER INC 11110.16%0.27%0.40%Q1 2021Q3 202311
Private Harbour Investment Management & Counsel, LLC 830.36%0.44%0.56%Q4 2020Q3 202311
Hemenway Trust Co LLC 830.02%0.03%0.04%Q4 2020Q3 202311
CARDIFF PARK ADVISORS, LLC 880.03%0.33%0.58%Q4 2021Q3 202311
Stelac Advisory Services LLC 1010.03%0.39%1.31%Q2 2018Q1 202211
Daiwa SB Investments Ltd. 11110.04%0.58%1.62%Q3 2016Q1 201911
Abacus Wealth Partners, LLC 1010.09%1.07%2.22%Q4 2020Q3 202311
WEALTHFRONT Corp 650.00%0.01%0.02%Q3 2014Q2 201811
Dana Investment Advisors, Inc. 920.01%0.10%0.31%Q4 2020Q3 202311
Partnervest Advisory Services LLC 710.01%0.18%0.66%Q2 2013Q3 202011
First City Capital Management, Inc. 920.00%0.10%0.73%Q1 2014Q2 202311
Investors Capital Advisory Services 11110.04%0.08%0.13%Q4 2013Q2 201611
Camarda Financial Advisors, LLC 210.01%0.15%0.62%Q2 2013Q3 202311
J Arnold Wealth Management Co 11110.26%0.76%2.20%Q3 2020Q1 202311
BBVA USA Bancshares, Inc. 510.01%0.02%0.10%Q3 2013Q1 202111
MEITAV INVESTMENT HOUSE LTD 11110.01%0.04%0.32%Q1 2021Q3 202311
Nokomis Capital, L.L.C. 210.43%1.28%3.22%Q2 2013Q2 202211
Callahan Advisors, LLC 830.03%0.04%0.05%Q4 2020Q3 202311
Penobscot Investment Management Company, Inc. 830.05%0.07%0.18%Q4 2020Q3 202311
Evergreen Advisors, LLC 11110.08%0.13%0.16%Q1 2021Q3 202311
Arlington Partners LLC 11110.01%0.06%0.17%Q1 2021Q3 202311
WHALEROCK POINT PARTNERS, LLC 830.10%0.14%0.18%Q4 2020Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.01%0.04%0.09%Q1 2021Q3 202311
Fi3 FINANCIAL ADVISORS, LLC 11110.19%0.41%0.60%Q1 2021Q3 202311
BLB&B Advisors, LLC 1010.02%0.03%0.05%Q4 2020Q3 202311
NewEdge Wealth, LLC 11110.04%0.15%0.35%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11113.11%4.74%6.58%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.09%1.79%5.58%Q1 2021Q3 202311
O'Neil Global Advisors, Inc. 11111.08%9.38%28.54%Q1 2021Q3 202311
Sippican Capital Advisors 920.19%0.28%0.41%Q3 2020Q3 202311
Horizon Investments, LLC 11110.10%0.16%0.27%Q1 2021Q3 202311
RIDGECREST WEALTH PARTNERS, LLC 11110.36%0.87%1.81%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11110.09%0.15%0.20%Q1 2021Q3 202311
Benedetti & Gucer, Inc. 11111.56%3.04%4.24%Q1 2021Q3 202311
Fermata Advisors, LLC 11110.10%0.25%0.34%Q1 2021Q3 202311
Merrion Investment Management Co, LLC 830.20%0.30%0.48%Q4 2020Q3 202311
Aureus Asset Management, LLC 11110.02%0.03%0.05%Q1 2021Q3 202311
Spire Wealth Management 11110.21%0.44%0.60%Q1 2021Q3 202311
Siemens Fonds Invest GmbH 11110.50%1.12%1.62%Q1 2021Q3 202311
COZAD ASSET MANAGEMENT INC 1010.04%0.26%0.44%Q4 2020Q3 202311
Rollins Financial 830.24%1.75%6.69%Q4 2020Q3 202311
MATRIX ASSET ADVISORS INC/NY 11110.03%0.10%0.15%Q1 2021Q3 202311
MYCIO WEALTH PARTNERS, LLC 910.00%0.02%0.22%Q3 2014Q4 201911
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 740.09%0.16%0.22%Q4 2020Q3 202311
Segment Wealth Management, LLC 830.03%0.07%0.14%Q4 2020Q3 202311
LVW Advisors, LLC 830.06%0.13%0.20%Q4 2020Q3 202311
Willingdon Wealth Management 11110.00%0.00%0.00%Q3 2017Q1 202011
Kowal Investment Group, LLC 11110.08%0.17%0.26%Q1 2021Q3 202311
Parkside Advisors LLC 830.07%0.10%0.14%Q4 2020Q4 202311
Clark Capital Management Group, Inc. 920.00%0.09%0.38%Q4 2016Q3 202311
Bridgewater Associates 430.00%0.13%0.27%Q3 2017Q4 202111
ADE, LLC 830.23%0.35%0.51%Q4 2020Q3 202311
Pine Ridge Advisers LLC 11110.18%0.36%0.52%Q1 2021Q3 202311
TIDE POINT CAPITAL MANAGEMENT, LP 610.63%2.21%4.45%Q2 2014Q4 201711
M. Kraus & Co 830.08%0.11%0.17%Q4 2020Q3 202311
Clarus Group, Inc. 830.25%0.40%0.61%Q4 2020Q3 202311
PECAUT & CO. 830.11%0.16%0.20%Q4 2020Q3 202311
Paradigm Financial Advisors, LLC 610.02%0.16%0.47%Q3 2018Q4 202111
HANCOCK WHITNEY CORP 11110.03%0.11%0.41%Q1 2021Q3 202311
Destiny Wealth Partners, LLC 920.03%0.06%0.09%Q4 2020Q3 202311
EFG Asset Management (Americas) Corp. 830.21%1.51%2.58%Q4 2017Q3 202311
Allegheny Financial Group LTD 1010.22%0.34%0.52%Q4 2020Q3 202311
Addison Advisors LLC 1010.01%0.05%0.11%Q4 2020Q3 202311
Amici Capital, LLC 410.14%0.57%1.66%Q2 2013Q4 201611
Lumature Wealth Partners, LLC 11110.00%0.23%0.74%Q4 2020Q2 202311
COHEN LAWRENCE B 11110.15%0.57%3.14%Q1 2021Q3 202311
Sabal Trust CO 830.01%0.03%0.08%Q4 2020Q3 202311
Amica Retiree Medical Trust 11110.80%1.17%1.65%Q1 2021Q3 202311
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 510.03%0.12%0.19%Q4 2017Q3 202311
Granger Management LLC 830.06%0.13%0.18%Q4 2020Q3 202311
Stanley-Laman Group, Ltd. 830.03%0.32%1.04%Q2 2016Q3 202211
Abacus Planning Group, Inc. 830.08%0.09%0.12%Q4 2020Q3 202311
M. Kulyk & Associates, LLC 830.10%0.18%0.25%Q4 2020Q3 202311
FRONTIER INVESTMENT MGMT CO 830.02%0.05%0.09%Q1 2015Q2 202011
Phoenix Wealth Advisors 650.19%1.13%2.07%Q4 2020Q3 202311
Strategic Investment Advisors / MI 11110.04%0.07%0.15%Q1 2021Q3 202311
Trust Asset Management LLC 11110.44%0.80%1.05%Q1 2021Q3 202311
TCG Advisory Services, LLC 320.07%0.40%1.67%Q4 2020Q3 202311
First National Bank of Hutchinson 11110.26%0.58%1.12%Q1 2021Q3 202311
Laffer Tengler Investments, Inc. 11110.00%0.10%0.50%Q1 2021Q3 202311
Ameritas Investment Company, LLC 920.06%0.30%0.78%Q4 2018Q3 202111
Galvin, Gaustad & Stein, LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
Timber Hill LLC 410.00%0.02%0.19%Q2 2013Q4 201811
Clearview Wealth Advisors LLC 11110.02%0.04%0.10%Q4 2020Q2 202311
BOENNING & SCATTERGOOD, INC. 1010.08%0.15%0.21%Q1 2020Q4 202211
FINANCIAL CONSULATE, INC 11110.14%0.28%0.43%Q3 2020Q1 202311
GoalVest Advisory LLC 830.01%0.03%0.06%Q4 2020Q4 202311
COHEN & STEERS, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
ST GERMAIN D J CO INC 620.02%0.02%0.04%Q3 2020Q4 202311
Spectrum Asset Management, Inc. (NB/CA) 11110.32%0.57%0.88%Q1 2021Q3 202311
David J Yvars Group 830.17%0.25%0.36%Q4 2020Q3 202311
Eukles Asset Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Haverford Trust Co 830.00%0.01%0.01%Q4 2020Q3 202311
Providence Wealth Advisors, LLC 830.18%0.27%0.44%Q4 2020Q3 202311
Ten Capital Wealth Advisors, LLC 11110.02%0.09%0.16%Q4 2020Q2 202311
Lincoln Capital LLC 830.07%0.09%0.11%Q4 2020Q3 202311
AMICA MUTUAL INSURANCE CO 11110.67%1.07%1.72%Q1 2021Q3 202311
True North Advisors, LLC 830.06%0.16%0.37%Q4 2020Q3 202311
KLINGENSTEIN FIELDS & CO LP 830.01%0.02%0.02%Q4 2020Q3 202311
BCGM Wealth Management, LLC 830.12%0.20%0.26%Q4 2020Q3 202311
FIRST UNITED BANK & TRUST 830.12%0.16%0.21%Q4 2020Q3 202311
Zions Bancorporation 11110.00%0.00%0.02%Q1 2016Q3 201811
State of Wyoming 11110.15%0.53%1.14%Q1 2021Q3 202311
Navalign, LLC 11110.13%0.25%0.31%Q1 2021Q3 202311
NORTHSTAR ASSET MANAGEMENT INC 11110.21%0.39%0.52%Q1 2021Q3 202311
AQR Arbitrage LLC 710.02%0.13%0.42%Q2 2017Q4 202011
Bellwether Advisors, LLC 1010.00%0.15%0.63%Q4 2020Q3 202311
Kinloch Capital, LLC 830.19%0.29%0.40%Q4 2020Q3 202311
AF Advisors, Inc. 1010.11%0.17%0.29%Q4 2020Q3 202311
Prudent Man Advisors, LLC 11110.08%0.14%0.17%Q1 2021Q3 202311
NovaPoint Capital, LLC 11110.09%0.17%0.26%Q1 2021Q3 202311
Grove Bank & Trust 11110.09%0.18%0.30%Q1 2021Q3 202311
Leverage Partners Absolute Return Fund SPC 920.97%2.19%6.20%Q4 2020Q3 202311
Salvus Wealth Management, LLC 830.26%0.34%0.45%Q4 2020Q3 202311
Spotlight Asset Group, Inc. 610.11%0.48%1.26%Q4 2019Q3 202311
Systematic Alpha Investments, LLC 11110.15%0.31%0.42%Q1 2021Q3 202311
Cornerstone Advisory, LLC 920.04%0.06%0.09%Q3 2020Q3 202311
DUPONT CAPITAL MANAGEMENT CORP 11110.05%0.20%0.28%Q4 2020Q2 202311
RETIREMENT CAPITAL STRATEGIES 11110.13%0.24%0.32%Q1 2021Q3 202311
Wealth Quarterback LLC 610.01%0.51%1.05%Q1 1987Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
FAIRFIELD, BUSH & CO. 1010.06%0.11%0.17%Q2 2020Q2 202311
Brio Consultants, LLC 11110.04%0.14%0.23%Q2 2020Q4 202211
L2 Asset Management, LLC 830.21%0.65%0.93%Q4 2020Q3 202311
McNaughton Wealth Management, LLC 11110.15%0.35%0.54%Q1 2021Q3 202311
Clearwater Capital Advisors, LLC 1010.00%0.04%0.09%Q1 2018Q3 202311
Hummer Financial Advisory Services Inc 830.31%0.39%0.49%Q4 2020Q3 202311
JSF Financial, LLC 830.10%0.14%0.20%Q4 2020Q3 202311
Advisor OS, LLC 920.08%0.12%0.16%Q3 2020Q3 202311
TOBIAS FINANCIAL ADVISORS, INC. 410.00%0.09%0.14%Q4 2019Q3 202311
GREENWOOD GEARHART INC 830.03%0.04%0.06%Q4 2020Q3 202311
ERn Financial, LLC 1010.08%0.46%0.79%Q4 2020Q3 202311
CATAWBA CAPITAL MANAGEMENT /VA 11110.12%0.17%0.24%Q4 2015Q2 201811
MITCHELL CAPITAL MANAGEMENT CO 11110.50%1.13%2.00%Q1 2021Q3 202311
Ahrens Investment Partners LLC 910.01%0.21%0.44%Q3 2020Q1 202311
Tamar Securities, LLC 1010.31%0.55%2.09%Q3 2020Q3 202311
Arjuna Capital 830.12%1.27%1.88%Q4 2020Q3 202311
Pinnacle Bancorp, Inc. 11110.01%0.03%0.05%Q1 2021Q3 202311
Ridgewood Investments LLC 530.16%0.27%0.44%Q2 2019Q3 202311
ALERUS FINANCIAL NA 11110.19%0.56%0.93%Q1 2021Q3 202311
BFSG, LLC 920.10%0.25%0.45%Q4 2020Q3 202311
RESTON WEALTH MANAGEMENT LLC 920.10%0.16%0.24%Q3 2020Q3 202311
WAFRA INC. 510.11%1.19%1.78%Q4 2013Q3 202311
TIAA, FSB 11110.03%0.07%0.15%Q4 2020Q2 202311
KELLY LAWRENCE W & ASSOCIATES INC/CA 11110.02%0.03%0.04%Q1 2021Q3 202311
Broadleaf Partners, LLC 11110.16%2.02%3.63%Q1 2021Q3 202311
Paragon Advisors, LLC 11110.14%0.67%1.22%Q1 2021Q3 202311
CADINHA & CO LLC 11110.06%0.11%0.23%Q1 2021Q3 202311
Principal Street Partners, LLC 11110.03%0.27%0.52%Q1 2021Q3 202311
Diametric Capital, LP 11110.33%2.11%4.30%Q4 2017Q2 202011
Maryland State Retirement & Pension System 740.73%1.36%1.96%Q4 2020Q3 202311
Blueprint Investment Partners LLC 710.22%0.56%0.95%Q3 2020Q3 202311
TRUEWEALTH LLC 11110.04%0.06%0.16%Q4 2017Q2 202011
Graypoint LLC 11110.04%0.16%0.36%Q1 2021Q3 202311
WASHBURN CAPITAL MANAGEMENT, INC. 710.18%0.39%0.63%Q3 2020Q3 202311
LAKE STREET ADVISORS GROUP, LLC 650.04%0.29%0.62%Q2 2020Q3 202311
OMERS ADMINISTRATION Corp 920.01%0.02%0.04%Q4 2020Q3 202311
Belmont Capital, LLC 430.02%0.33%0.65%Q2 2020Q3 202311
Squar Milner Financial Services LLC 11110.01%0.35%1.13%Q4 2017Q2 202011
INVESTMENT PARTNERS, LTD. 11110.76%2.95%4.50%Q1 2020Q3 202211
Sierra Capital LLC 11110.03%0.07%0.09%Q1 2021Q3 202311
QUEST INVESTMENT MANAGEMENT LLC 1010.23%1.38%2.73%Q3 2020Q3 202311
Solstein Capital, LLC 11110.01%0.09%0.18%Q1 2021Q3 202311
Tuscan Ridge Asset Management LLC 550.03%0.61%2.28%Q4 2018Q4 201911
Biltmore Family Office, LLC 830.06%0.08%0.13%Q4 2020Q3 202311
Jackson Hole Capital Partners, LLC 830.06%0.09%0.19%Q4 2020Q3 202311
Fairhaven Wealth Management, LLC 920.09%0.17%0.23%Q4 2020Q3 202311
Leonard Rickey Investment Advisors P.L.L.C. 730.00%0.21%0.34%Q1 2021Q3 202311
Abundance Wealth Counselors 11110.02%0.29%0.75%Q1 2021Q3 202311
Redpoint Investment Management Pty Ltd 11110.02%0.14%0.49%Q4 2017Q2 202011
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 830.02%0.03%0.04%Q4 2020Q3 202311
Core Alternative Capital 11110.01%0.05%0.09%Q1 2021Q3 202311
Rossmore Private Capital 11110.14%0.26%0.38%Q1 2021Q3 202311
FLOW TRADERS U.S. LLC 310.02%0.07%0.15%Q3 2018Q3 202311
Psagot Value Holdings Ltd. 510.00%0.00%0.00%Q3 2013Q4 202011
HRT FINANCIAL LP 310.05%0.86%2.41%Q2 2018Q2 202311
HARVEST VOLATILITY MANAGEMENT LLC 11110.00%2.51%4.70%Q4 2020Q2 202311
TB Alternative Assets Ltd. 510.21%1.62%3.22%Q1 2017Q3 202311
Rock Creek Group, LP 11110.04%0.10%0.14%Q1 2021Q3 202311
WESPAC Advisors, LLC 830.24%0.76%1.28%Q2 2020Q3 202311
Range Financial Group LLC 11110.45%1.30%2.39%Q1 2021Q3 202311
ALGERT GLOBAL LLC 640.03%0.16%0.42%Q2 2020Q2 202310
Accurate Wealth Management, LLC 10100.66%2.19%4.10%Q2 2021Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
IndexIQ Advisors LLC 10100.00%0.34%0.74%Q4 2019Q1 202210
E Fund Management Co., Ltd. 910.32%0.55%0.90%Q1 2021Q3 202310
Your Advocates Ltd., LLP 910.00%0.11%0.40%Q3 2020Q3 202310
Activest Wealth Management 910.19%0.36%0.82%Q1 2021Q3 202310
Kavar Capital Partners, LLC 310.01%0.06%0.23%Q4 2013Q3 202010
Oak Asset Management, LLC 510.09%0.15%0.21%Q4 2020Q3 202310
ALPHA WINDWARD LLC 420.01%0.04%0.12%Q2 2017Q3 202010
Twin Lakes Capital Management, LLC 520.01%0.11%0.40%Q4 2020Q3 202310
Rikoon Group, LLC 640.08%0.17%0.39%Q1 2017Q1 202110
ARROWGRASS CAPITAL PARTNERS (US) LP 520.00%0.34%2.06%Q4 2016Q2 201910
PACIFIC SUN FINANCIAL CORP 610.36%0.92%1.31%Q4 2017Q2 202310
GABELLI & Co INVESTMENT ADVISERS, INC. 820.04%0.05%0.07%Q4 2020Q3 202310
HC FINANCIAL ADVISORS INC 10100.00%0.01%0.06%Q1 2020Q2 202210
United Bank 730.12%0.17%0.21%Q1 2021Q3 202310
Anfield Capital Management, LLC 610.03%0.11%0.18%Q4 2019Q3 202310
Capital Investment Counsel, Inc 820.04%0.10%0.16%Q3 2020Q3 202310
Growth Interface Management LLC 737.43%13.16%21.09%Q1 2021Q3 202310
Ohio National Investments, Inc. 10100.11%0.15%0.17%Q3 2013Q4 201510
BECK CAPITAL MANAGEMENT, LLC 520.12%0.76%1.83%Q2 2019Q3 202310
New England Investment & Retirement Group, Inc. 610.00%0.70%1.37%Q3 2014Q3 202110
Eagle Capital Management, LLC 820.06%0.12%0.24%Q4 2019Q3 202210
Empirical Finance, LLC 10100.12%0.97%1.43%Q2 2021Q3 202310
Next Capital Management LLC 810.00%1.34%2.51%Q2 2019Q3 202310
McClarren Financial Advisors, Inc. 550.00%0.00%0.01%Q1 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.02%0.07%0.28%Q4 2020Q3 202310
Apella Capital, LLC 730.02%0.06%0.11%Q2 2021Q4 202310
AXS Investments LLC 820.12%0.30%0.50%Q1 2021Q3 202310
Financial Network Wealth Management LLC 820.12%0.16%0.19%Q4 2020Q3 202310
Deseret Mutual Benefit Administrators 10100.01%0.02%0.04%Q2 2021Q3 202310
Doyle Wealth Management 910.00%0.08%0.15%Q4 2018Q3 202210
Clear Perspectives Financial Planning, LLC 10100.01%0.02%0.02%Q4 2020Q1 202310
Fernwood Investment Management, LLC 910.07%0.53%0.84%Q4 2020Q3 202310
PICTET ASSET MANAGEMENT SA 880.02%0.59%0.96%Q3 2021Q2 202310
GARDNER LEWIS ASSET MANAGEMENT L P 10100.14%0.19%0.26%Q2 2014Q3 201610
FIRST FINANCIAL CORP /IN/ 730.00%0.01%0.02%Q2 2016Q3 202310
Calvert Investment Management, Inc. 10100.04%0.05%0.06%Q3 2014Q4 201610
Peninsula Wealth, LLC 820.14%0.34%0.50%Q2 2020Q3 202310
M Holdings Securities, Inc. 640.28%0.67%1.03%Q3 2020Q2 202310
Ruggie Capital Group 10100.00%0.02%0.17%Q3 2016Q4 201810
Centre Asset Management, LLC 431.00%1.64%2.08%Q4 2020Q4 202310
Marshall Wace North America L.P. 510.00%0.19%0.52%Q4 2013Q3 202110
CURIAN CAPITAL LLC 10100.08%0.14%0.26%Q3 2013Q4 201510
NORTHSTAR WEALTH PARTNERS LLC 820.10%0.17%0.28%Q1 2018Q3 202010
Vantage Consulting Group Inc 610.01%0.11%0.17%Q4 2020Q3 202310
Antonetti Capital Management LLC 910.01%0.01%0.02%Q2 2010Q3 202310
Future Fund LLC 884.62%57.11%88.97%Q4 2021Q3 202310
MATHER GROUP, LLC. 10100.01%0.03%0.09%Q2 2021Q3 202310
Rappaport Reiches Capital Management, LLC 10100.18%0.37%0.77%Q2 2021Q3 202310
Triumph Capital Management 10100.10%0.32%0.73%Q2 2021Q3 202310
BECK MACK & OLIVER LLC 910.01%0.01%0.02%Q4 2020Q3 202310
Corbenic Partners LLC 10100.03%0.05%0.09%Q1 2020Q2 202210
STEPH & CO 10100.05%0.10%0.15%Q2 2021Q3 202310
Ford Financial Group, LLC 910.02%0.11%0.17%Q4 2017Q4 202210
OneAscent Financial Services LLC 710.21%0.45%0.81%Q4 2020Q3 202310
ATALANTA SOSNOFF CAPITAL, LLC 730.22%1.00%2.66%Q1 2021Q3 202310
ATLAS CAPITAL ADVISORS LLC 640.00%0.06%0.13%Q1 2021Q3 202310
Ziegler Capital Management, LLC 10100.09%0.42%0.67%Q2 2021Q3 202310
CANANDAIGUA NATIONAL CORP 10100.04%0.13%0.19%Q3 2020Q4 202210
Telos Capital Management, Inc. 410.03%0.09%0.20%Q4 2019Q3 202310
Greenwich Wealth Management LLC 510.02%0.03%0.04%Q4 2020Q3 202310
Livingston Group Asset Management CO (operating as Southport Capital Management) 810.00%0.22%0.55%Q2 2016Q1 202210
Canvas Wealth Advisors, LLC 10100.11%0.36%0.82%Q2 2021Q3 202310
All Terrain Financial Advisors, LLC 820.09%0.13%0.22%Q4 2017Q2 202110
Amundi 10100.51%0.99%1.26%Q2 2021Q3 202310
NorthCoast Asset Management LLC 10100.03%0.16%0.40%Q2 2019Q3 202110
EMFO, LLC 10100.08%0.32%0.87%Q2 2021Q3 202310
Optiver Holding B.V. 820.00%0.04%0.10%Q1 2021Q3 202310
Blankinship & Foster, LLC 10100.29%0.38%0.53%Q4 2016Q1 201910
Reitz Capital Advisors LLC 310.02%0.20%0.38%Q2 2020Q3 202310
I.G. INVESTMENT MANAGEMENT, LTD. 820.00%0.01%0.01%Q4 2013Q3 201610
ARDSLEY ADVISORY PARTNERS LP 210.04%0.44%1.16%Q2 2015Q3 202210
JONES FINANCIAL COMPANIES LLLP 10100.00%0.00%0.00%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.06%0.15%Q2 2021Q3 202310
San Luis Wealth Advisors LLC 911.59%3.05%5.58%Q4 2020Q3 202310
Summit Financial, LLC 10100.26%0.43%0.56%Q2 2021Q3 202310
BALASA DINVERNO & FOLTZ LLC 10100.06%0.21%0.40%Q2 2020Q3 202210
PIERSHALE FINANCIAL GROUP, INC. 430.01%0.02%0.04%Q3 2014Q2 202310
Selective Wealth Management, Inc. 730.14%0.19%0.29%Q2 2021Q4 202310
HT Partners LLC 610.07%0.09%0.12%Q4 2020Q3 202310
Polar Capital Holdings Plc 910.22%0.46%0.99%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.14%0.26%0.35%Q1 2021Q3 202310
Eagle Bay Advisors LLC 10100.06%0.27%0.48%Q2 2021Q3 202310
ARCADIA INVESTMENT MANAGEMENT CORP/MI 10100.01%0.01%0.01%Q2 2021Q3 202310
Altium Wealth Management LLC 10100.04%0.31%0.69%Q1 2020Q2 202210
Covestor Ltd 880.00%1.17%3.38%Q4 2021Q3 202310
Heartland Bank & Trust Co 730.57%1.57%2.52%Q1 2021Q3 202310
Simmons Bank 820.02%0.04%0.05%Q4 2020Q3 202310
Maven Securities LTD 710.04%0.26%0.90%Q2 2020Q3 202210
WealthTrust Asset Management, LLC 10100.42%0.66%0.94%Q2 2021Q3 202310
CAHABA WEALTH MANAGEMENT, INC. 10100.04%0.19%0.31%Q4 2020Q1 202310
CFS Investment Advisory Services, LLC 910.01%0.17%0.33%Q4 2020Q3 202310
Corundum Group, Inc. 10100.16%0.50%0.99%Q2 2021Q3 202310
GODSEY & GIBB, INC 420.03%0.11%0.29%Q4 2020Q3 202310
NatWest Group plc 810.00%0.04%0.11%Q2 2013Q3 201610
Kidder Stephen W 910.07%0.17%0.22%Q3 2020Q1 202310
Interval Partners, LP 210.07%0.32%0.90%Q4 2015Q3 202310
Verity & Verity, LLC 10100.04%0.07%0.11%Q2 2020Q3 202210
Arbor Investment Advisors, LLC 10100.04%0.10%0.18%Q2 2021Q3 202310
MYDA Advisors LLC 310.11%2.13%5.52%Q4 2017Q1 202310
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 550.04%0.08%0.14%Q4 2020Q3 202310
NIA IMPACT ADVISORS, LLC 820.14%1.79%4.30%Q4 2020Q2 202310
Pendal Group Ltd 10100.00%0.03%0.06%Q3 2020Q4 202210
First Affirmative Financial Network 10100.51%1.01%1.51%Q3 2021Q4 202310
Tiller Private Wealth, Inc. 730.15%0.29%0.42%Q1 2021Q3 202310
NZS Capital, LLC 10100.40%0.80%1.45%Q2 2021Q3 202310
Wellspring Financial Advisors, LLC 10100.07%0.14%0.21%Q2 2021Q3 202310
Walkner Condon Financial Advisors LLC 730.09%0.14%0.21%Q1 2021Q3 202310
VERUS CAPITAL PARTNERS, LLC 720.00%0.24%0.40%Q4 2019Q3 202310
JUNCTURE WEALTH STRATEGIES, LLC 10100.14%0.42%0.73%Q3 2021Q4 202310
Curtis Advisory Group, LLC 510.08%0.13%0.17%Q2 2020Q3 202310
Genesee Capital Advisors, LLC 520.16%0.45%1.51%Q4 2020Q3 202310
Greylin Investment Management, Inc 10100.05%0.22%0.37%Q2 2021Q3 202310
ROCKEFELLER FINANCIAL SERVICES INC 10100.00%0.00%0.00%Q3 2015Q4 201710
CCG WEALTH MANAGEMENT, LLC 10100.23%0.64%1.08%Q2 2021Q3 202310
Charter Oak Capital Management, LLC 730.00%0.02%0.04%Q4 2020Q3 202310
PACES FERRY WEALTH ADVISORS, LLC 720.11%0.46%0.74%Q3 2020Q3 202310
ROOSEVELT INVESTMENT GROUP LLC 10100.05%0.17%0.66%Q2 2020Q3 202210
Brick & Kyle, Associates 10100.01%0.02%0.03%Q4 2014Q1 201710
Islet Management, LP 310.64%1.21%1.99%Q4 2018Q4 202210
Magnetar Financial LLC 310.01%0.04%0.16%Q3 2013Q3 202310
Gladius Capital Management LP 610.00%0.38%1.33%Q1 2018Q1 202310
WESTFIELD CAPITAL MANAGEMENT CO LP 820.28%0.66%1.04%Q1 2021Q3 202310
River Wealth Advisors LLC 910.02%0.07%0.21%Q2 2018Q3 202310
WRIGHT INVESTORS SERVICE INC 820.20%0.70%1.14%Q1 2021Q3 202310
KWB Wealth 820.06%0.08%0.10%Q4 2020Q3 202310
Taylor Wealth Management Partners 910.00%0.00%0.00%Q2 2015Q4 201810
Capital Advisors Wealth Management, LLC 730.09%0.12%0.15%Q1 2021Q3 202310
Tennessee Valley Asset Management Partners 520.09%0.14%0.22%Q4 2020Q3 202310
EMERALD ADVISERS, LLC 730.02%0.05%0.07%Q1 2014Q3 202310
Derbend Asset Management 10101.80%3.52%5.26%Q2 2021Q3 202310
CYPRESS CAPITAL MANAGEMENT LLC 10100.05%0.13%0.19%Q2 2020Q3 202210
Alpine Global Management, LLC 310.05%0.57%3.27%Q4 2013Q4 202210
JTC Employer Solutions Trustee Ltd 10100.01%0.03%0.05%Q2 2021Q3 202310
Tufton Capital Management 820.03%0.05%0.06%Q4 2020Q3 202310
Integrity Financial Corp /WA 880.09%1.02%1.77%Q4 2021Q3 202310
CHERRYDALE WEALTH MANAGEMENT, LLC 990.80%1.53%2.11%Q4 2021Q4 20239
Five Oceans Advisors 990.44%1.11%1.74%Q3 2021Q3 20239
Hotaling Investment Management, LLC 990.17%0.82%1.29%Q4 2020Q4 20229
Strategic Global Advisors, LLC 810.04%0.52%0.84%Q1 2021Q3 20239
D L CARLSON INVESTMENT GROUP INC 990.44%1.01%1.89%Q2 2016Q2 20189
CLOUGH CAPITAL PARTNERS L P 420.28%1.89%4.87%Q4 2020Q2 20239
MIROVA 990.08%0.36%0.87%Q3 2020Q3 20229
Sassicaia Capital Advisers LLC 410.78%15.40%51.80%Q4 2020Q3 20239
WC Walker & Associates, Inc. 990.18%0.32%0.52%Q4 2020Q4 20229
JB Capital LLC 990.04%0.09%0.12%Q3 2021Q3 20239
SANDERS MORRIS HARRIS LLC 410.04%0.12%0.22%Q3 2018Q3 20239
Crawford Lake Capital Management, LLC 110.83%5.87%37.56%Q4 2016Q2 20219
Hunting Hill Global Capital, LLC 510.08%0.49%2.18%Q4 2020Q4 20229
Choice Wealth Advisors, LLC 540.24%0.83%2.14%Q2 2021Q3 20239
OneAscent Wealth Management LLC 720.12%0.25%0.43%Q4 2020Q3 20239
ARS Wealth Advisors Group, LLC 990.04%0.11%0.17%Q3 2021Q3 20239
Strong Tower Advisory Services 992.51%5.14%8.12%Q3 2021Q3 20239
Spectrum Planning & Advisory Services Inc. 610.21%0.51%0.88%Q4 2020Q3 20239
PFG Private Wealth Management, LLC 990.03%0.06%0.15%Q3 2021Q3 20239
Nationwide Fund Advisors 540.00%0.03%0.08%Q3 2013Q4 20159
U.S. Capital Wealth Advisors, LLC 990.03%0.10%0.21%Q3 2021Q3 20239
Atlantic Union Bankshares Corp 540.02%0.14%0.35%Q2 2021Q3 20239
Successful Portfolios LLC 810.13%0.21%0.27%Q4 2020Q1 20239
BEESE FULMER INVESTMENT MANAGEMENT, INC. 410.01%0.03%0.03%Q2 2020Q3 20239
Robbins Farley 510.00%1.46%2.47%Q1 2021Q3 20239
Eisler Capital (US) LLC 330.04%0.55%0.92%Q1 2023Q3 20239
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 510.44%1.10%3.57%Q3 2019Q4 20229
Herold Advisors, Inc. 990.39%0.60%0.73%Q3 2021Q3 20239
TREMBLANT CAPITAL GROUP 510.04%0.96%2.22%Q4 2015Q4 20189
Apexium Financial, LP 990.04%0.11%0.18%Q3 2021Q3 20239
Integrated Wealth Management 990.16%0.20%0.24%Q1 2015Q1 20179
VISTA FINANCE, LLC 770.00%1.33%3.43%Q1 2022Q3 20239
LSV ASSET MANAGEMENT 990.00%0.00%0.00%Q1 2021Q1 20239
PIN OAK INVESTMENT ADVISORS INC 310.00%0.02%0.06%Q4 2017Q3 20239
Badgley Phelps Wealth Managers, LLC 990.02%0.31%0.60%Q3 2021Q3 20239
Arnhold LLC 990.02%0.05%0.07%Q3 2020Q3 20229
JUMP TRADING, LLC 330.04%0.67%1.66%Q2 2019Q4 20199
Beck Bode, LLC 810.07%0.52%1.44%Q3 2020Q4 20229
LVZ, Inc. 990.04%0.07%0.09%Q3 2021Q3 20239
Burt Wealth Advisors 810.00%0.01%0.03%Q1 2015Q2 20179
GUARDIAN CAPITAL ADVISORS LP 990.02%0.04%0.05%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.07%0.09%Q2 2013Q2 20159
AIGEN INVESTMENT MANAGEMENT, LP 420.14%0.47%1.25%Q1 2020Q3 20229
Granahan Investment Management 990.10%0.18%0.28%Q2 2013Q2 20159
Marietta Wealth Management, LLC 630.04%0.05%0.07%Q2 2021Q3 20239
Kozak & Associates, Inc. 990.07%0.31%1.21%Q3 2021Q3 20239
Axiom Financial Strategies, LLC 990.20%0.31%0.42%Q3 2020Q3 20229
Monte Financial Group, LLC 810.13%0.26%0.40%Q1 2020Q3 20239
Ballew Advisors, Inc 810.29%0.58%0.82%Q4 2020Q3 20239
Alkeon Capital Management 720.40%1.19%1.93%Q3 2020Q3 20239
Gateway Advisory, LLC 310.04%0.07%0.12%Q3 2020Q3 20239
Maryland Capital Management 990.02%0.04%0.07%Q3 2020Q3 20229
First National Bank of Mount Dora, Trust Investment Services 410.07%0.08%0.10%Q4 2020Q4 20239
Stevens First Principles Investment Advisors 630.00%0.01%0.01%Q3 2013Q2 20199
FLPUTNAM INVESTMENT MANAGEMENT CO 990.01%0.07%0.29%Q3 2021Q3 20239
Teza Capital Management LLC 210.06%0.23%0.50%Q3 2018Q1 20239
DSC Advisors, L.P. 710.01%0.68%1.32%Q2 2017Q3 20229
Alpha Omega Group, Inc. 720.22%0.31%0.46%Q1 2021Q3 20239
Running Point Capital Advisors, LLC 610.12%0.18%0.32%Q4 2020Q3 20239
Wambolt & Associates, LLC 990.12%0.29%0.52%Q3 2021Q3 20239
London & Capital Asset Management Ltd 520.05%0.40%0.83%Q4 2018Q3 20239
McBroom & Associates, LLC 990.84%3.36%4.42%Q4 2021Q4 20239
Ascension Asset Management LLC 410.18%0.56%0.92%Q1 2020Q2 20239
Foresight Wealth Management, LLC 990.01%0.15%0.20%Q3 2020Q3 20229
Castleview Partners, LLC 810.00%0.29%0.54%Q2 2021Q3 20239
HARBOR CAPITAL ADVISORS, INC. 990.17%1.64%3.86%Q4 2021Q4 20239
Goodwin Investment Advisory 990.06%0.12%0.14%Q4 2020Q4 20229
BAKER BOYER NATIONAL BANK 810.25%0.76%1.38%Q2 2021Q3 20239
BEACON INVESTMENT ADVISORY SERVICES, INC. 990.01%0.02%0.03%Q3 2021Q3 20239
FOSTER DYKEMA CABOT & CO INC/MA 630.03%0.04%0.05%Q4 2020Q3 20239
MKP Capital Management, L.L.C. 410.12%3.22%13.38%Q3 2017Q4 20209
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 990.00%0.01%0.02%Q3 2020Q3 20229
Kalos Management, Inc. 720.13%0.23%0.43%Q4 2020Q2 20239
ONTARIO TEACHERS PENSION PLAN BOARD 990.03%0.24%0.37%Q4 2014Q4 20169
Alliance Wealth Advisors, LLC 610.16%0.21%0.27%Q4 2020Q3 20239
DRIEHAUS CAPITAL MANAGEMENT LLC 540.06%0.18%0.30%Q2 2013Q4 20179
Omega Financial Group, LLC 630.10%0.12%0.15%Q1 2021Q3 20239
Fortress Wealth Group, LLC 630.37%0.50%0.71%Q2 2021Q3 20239
GERMAN AMERICAN BANCORP, INC. 630.03%0.05%0.06%Q2 2021Q3 20239
Pallas Capital Advisors LLC 990.03%0.06%0.12%Q3 2021Q3 20239
Bickling Financial Services, Inc. 990.25%0.40%0.62%Q4 2020Q4 20229
Valley Brook Capital Group, Inc. 420.13%0.21%0.28%Q4 2020Q3 20239
Point72 Middle East FZE 440.08%0.21%0.38%Q4 2022Q3 20239
Apollo Management Holdings, L.P. 810.01%0.15%0.38%Q1 2015Q4 20189
Stearns Financial Services Group 990.00%0.01%0.01%Q3 2018Q3 20209
Archon Partners LLC 990.66%1.40%2.55%Q1 2020Q1 20229
Community Bank, N.A. 610.00%0.01%0.03%Q3 2020Q3 20239
Deer Park Road Corp 540.51%8.54%25.63%Q2 2019Q2 20239
Atom Investors LP 310.10%3.79%24.69%Q1 2019Q3 20239
Mandatum Life Insurance Co Ltd 330.05%0.19%0.33%Q3 2020Q3 20239
Venturi Wealth Management, LLC 810.03%0.07%0.11%Q2 2021Q3 20239
Intersect Capital LLC 990.12%0.41%0.61%Q2 2020Q2 20229
AVALON CAPITAL MANAGEMENT 710.44%0.81%1.19%Q2 2015Q3 20239
Dorsal Capital Management, LP 610.12%1.06%3.17%Q1 2013Q2 20199
Sanford Advisory Services, LLC 990.29%0.48%0.91%Q4 2020Q4 20229
Warren Street Wealth Advisors, LLC 880.29%0.63%0.96%Q4 2021Q3 20239
STONNINGTON GROUP, LLC 990.45%1.04%1.84%Q1 2021Q1 20239
First Eagle Investment Management, LLC 990.00%0.00%0.00%Q4 2015Q4 20179
GeoWealth Management, LLC 990.01%0.05%0.12%Q3 2021Q3 20239
High Pines Wealth Management, LLC 610.34%1.53%3.31%Q4 2020Q3 20239
North Fourth Asset Management, LP 510.23%2.77%9.43%Q4 2019Q2 20239
FIRST QUADRANT LLC/CA 990.06%0.71%1.39%Q1 2020Q1 20229
III Capital Management 770.00%0.21%0.82%Q2 2019Q4 20209
Lehman & Derafelo Financial Resources LLC 990.10%0.14%0.21%Q3 2020Q3 20229
KORNITZER CAPITAL MANAGEMENT INC /KS 610.01%0.03%0.10%Q4 2019Q3 20239
PINNACLE FINANCIAL PARTNERS INC 990.01%0.02%0.04%Q3 2021Q3 20239
Curated Wealth Partners LLC 990.06%0.12%0.19%Q3 2021Q3 20239
Alera Investment Advisors, LLC 720.01%0.12%0.21%Q4 2018Q3 20239
LA FINANCIERE DE L'ECHIQUIER 990.90%1.48%1.76%Q3 2021Q3 20239
WestEnd Advisors, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
ROMAN BUTLER FULLERTON & CO 310.10%0.15%0.18%Q4 2020Q3 20239
Financial Advisors, LLC 720.06%0.08%0.10%Q1 2021Q3 20239
Stanford Investment Group, Inc. 990.13%0.19%0.27%Q4 2014Q4 20169
EagleClaw Capital Managment, LLC 990.06%0.08%0.12%Q3 2020Q3 20229
Columbia Asset Management 520.05%0.09%0.18%Q4 2020Q3 20239
Domani Wealth, LLC 990.05%0.10%0.15%Q1 2021Q1 20239
AtonRa Partners 990.34%1.23%2.07%Q4 2020Q4 20229
WT Asset Management Ltd 510.36%10.90%27.47%Q4 2018Q2 20229
BANK OF THE WEST 540.03%0.32%2.60%Q3 2020Q4 20229
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 630.08%0.22%0.35%Q3 2020Q3 20239
Aletheian Wealth Advisors LLC 990.23%0.55%1.02%Q4 2021Q4 20239
RBF Capital, LLC 410.04%0.12%0.22%Q4 2017Q3 20229
US FINANCIAL ADVISORS, LLC 420.01%0.06%0.11%Q1 2015Q1 20229
Jane Street Holding, LLC 330.03%0.13%0.32%Q2 2013Q4 20139
High Net Worth Advisory Group LLC 990.29%0.63%0.79%Q4 2021Q4 20239
MBL Wealth, LLC 720.10%0.36%0.58%Q4 2020Q3 20239
Franchise Capital Ltd 721.22%2.81%3.81%Q1 2021Q3 20239
BRAVE ASSET MANAGEMENT INC 610.02%0.05%0.13%Q2 2015Q3 20219
PACIFIC CAPITAL WEALTH ADVISORS, INC 510.04%0.13%0.22%Q3 2020Q3 20239
Autonomy Capital (Jersey) L.P. 630.09%6.37%18.94%Q2 2021Q3 20239
Shulman DeMeo Asset Management LLC 420.06%0.11%0.17%Q1 2021Q3 20239
Phoenix Holdings Ltd. 710.03%0.07%0.16%Q3 2020Q3 20239
Lee Financial Group Hawaii, Inc. 320.16%0.81%2.79%Q4 2017Q2 20239
Alaska Wealth Advisors 630.04%0.16%0.33%Q2 2021Q3 20239
ACAS, LLC 630.30%0.37%0.51%Q1 2021Q3 20239
GSB Wealth Management, LLC 420.07%0.10%0.13%Q1 2021Q3 20239
Alaethes Wealth LLC 990.17%0.32%0.50%Q3 2021Q3 20239
Inspire Advisors, LLC 510.06%0.08%0.10%Q4 2020Q3 20239
Thomasville National Bank 630.02%0.03%0.04%Q2 2021Q3 20239
Norway Savings Bank 990.01%0.01%0.02%Q4 2020Q4 20229
BRR OpCo, LLC 710.03%0.05%0.11%Q2 2015Q1 20228
Renaissance Investment Group LLC 410.06%0.10%0.16%Q3 2020Q1 20238
Paragon Private Wealth Management, LLC 880.29%0.51%0.61%Q4 2021Q3 20238
MAYPORT, LLC 880.16%0.32%0.48%Q4 2021Q3 20238
Fortune 45 LLC 880.61%1.19%1.58%Q4 2021Q3 20238
Vise Technologies, Inc. 880.08%0.68%0.99%Q4 2021Q3 20238
Investment Management Corp of Ontario 881.70%4.06%8.71%Q4 2021Q3 20238
Chesley Taft & Associates LLC 880.01%0.09%0.13%Q1 2021Q4 20228
TURNER INVESTMENTS LLC 310.01%0.66%2.42%Q2 2013Q4 20178
Montz Harcus Wealth Management LLC 880.34%0.61%0.89%Q4 2021Q3 20238
Horizon Wealth Management, LLC 880.34%1.80%6.76%Q4 2021Q3 20238
Retirement Planning Group, LLC 510.02%0.03%0.05%Q4 2020Q3 20238
Avant Capital LLC 880.34%1.00%1.59%Q4 2021Q3 20238
Cardan Capital Partners, LLC 880.03%0.56%0.92%Q4 2019Q3 20218
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 880.14%0.20%0.30%Q4 2020Q3 20228
Quantinno Capital Management LP 880.54%1.09%1.66%Q4 2021Q3 20238
Tairen Capital Ltd 310.05%2.46%4.86%Q1 2017Q2 20238
Arcus Capital Partners, LLC 610.09%0.21%0.32%Q2 2017Q3 20238
StrategIQ Financial Group, LLC 880.04%0.09%0.12%Q4 2021Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 510.00%0.01%0.03%Q2 2013Q3 20168
OCCUDO QUANTITATIVE STRATEGIES LP 510.06%0.25%0.45%Q1 2021Q3 20238
Intelligence Driven Advisers, LLC 620.04%0.06%0.10%Q3 2020Q3 20228
CONTINENTAL INVESTORS SERVICES, INC. 884.30%9.40%14.04%Q4 2021Q3 20238
MASON STREET ADVISORS, LLC 710.01%0.17%1.25%Q2 2013Q4 20208
Ariose Capital Management Ltd 413.04%10.43%33.26%Q3 2017Q3 20238
Pekin Hardy Strauss, Inc. 880.03%0.05%0.05%Q4 2020Q3 20228
West Wealth Group, LLC 880.35%0.63%0.80%Q4 2021Q3 20238
Financial Insights, Inc. 410.15%0.24%0.37%Q2 2021Q3 20238
Revolve Wealth Partners, LLC 880.56%1.16%1.64%Q4 2021Q3 20238
Avalon Investment & Advisory 710.03%0.16%0.48%Q4 2014Q1 20238
GRIFFIN ASSET MANAGEMENT, INC. 310.00%0.21%0.53%Q2 2019Q3 20238
WHITE PINE CAPITAL LLC 880.07%0.16%0.32%Q4 2021Q3 20238
COLUMBUS CIRCLE INVESTORS 610.02%0.07%0.18%Q2 2013Q3 20208
High Note Wealth, LLC 620.08%0.10%0.13%Q2 2021Q3 20238
Source Financial Advisors LLC 530.08%0.14%0.18%Q3 2021Q3 20238
Rise Advisors, LLC 880.10%0.22%0.35%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.39%0.79%1.27%Q4 2021Q3 20238
Mason & Associates Inc 880.23%0.49%0.64%Q4 2021Q3 20238
Inspire Investing, LLC 880.31%0.45%0.78%Q2 2018Q1 20208
McLean Asset Management Corp 530.10%0.14%0.28%Q3 2021Q4 20238
Wealthstream Advisors, Inc. 880.14%0.36%0.58%Q4 2021Q3 20238
AMUSSEN HUNSAKER ASSOCIATES LLC 510.04%0.08%0.17%Q3 2020Q3 20238
FIRST COMMUNITY TRUST NA 880.00%0.01%0.01%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.39%0.72%0.90%Q4 2021Q3 20238
ADVISORS MANAGEMENT GROUP INC /ADV 310.07%0.10%0.12%Q4 2020Q3 20238
Clay Northam Wealth Management, LLC 881.60%3.06%4.20%Q4 2021Q3 20238
Audent Global Asset Management, LLC 880.52%1.25%3.32%Q4 2021Q3 20238
Monaco Asset Management SAM 410.73%4.42%6.84%Q1 2020Q2 20238
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 410.01%0.17%0.32%Q2 2018Q2 20228
Industrial Alliance Investment Management Inc. 880.01%0.60%1.00%Q4 2021Q3 20238
Centennial Wealth Advisory LLC 210.00%0.13%0.33%Q4 2020Q3 20238
Oak Harvest Investment Services 530.06%0.12%0.25%Q3 2021Q3 20238
Gilbert & Cook, Inc. 880.05%0.16%0.49%Q4 2021Q3 20238
DCM Advisors, LLC 880.16%0.68%1.27%Q4 2020Q3 20228
Alterity Financial Group, LLC 611.26%2.08%2.82%Q1 2021Q3 20238
PLANNING DIRECTIONS INC 880.18%0.24%0.32%Q4 2020Q3 20228
FirstPurpose Wealth LLC 880.55%1.28%2.39%Q4 2021Q3 20238
GVO Asset Management Ltd 711.03%6.03%14.16%Q1 2018Q2 20208
FIRST NATIONAL CORP /MA/ /ADV 320.00%0.05%0.07%Q4 2018Q3 20238
Wellington Shields & Co., LLC 620.01%0.04%0.12%Q2 2021Q3 20238
American Financial Network Advisory Services LLC 610.07%0.20%0.85%Q3 2017Q3 20198
BTC Capital Management, Inc. 880.29%0.57%0.72%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.04%0.13%0.35%Q2 2013Q1 20158
SENTINEL TRUST CO LBA 530.03%0.06%0.12%Q3 2021Q3 20238
Kaizen Financial Strategies 880.39%1.29%3.36%Q4 2021Q3 20238
STABLEFORD CAPITAL II LLC 710.16%0.31%0.42%Q1 2021Q1 20238
Curbstone Financial Management Corp 710.10%0.14%0.18%Q3 2020Q2 20238
TTP Investments, Inc. 770.05%4.03%7.54%Q1 2022Q3 20238
GIRARD SECURITIES, INC. 880.45%0.52%0.62%Q4 2015Q3 20178
ARVEST TRUST CO N A 880.03%0.04%0.05%Q4 2021Q3 20238
LIBRA WEALTH LLC 880.51%1.82%10.11%Q4 2021Q3 20238
Core Wealth Advisors, Inc. 620.01%0.03%0.06%Q4 2019Q3 20238
Presidio Capital Management, LLC 880.54%1.05%1.34%Q4 2021Q3 20238
RKL Wealth Management LLC 530.03%0.04%0.07%Q3 2021Q3 20238
Proem Advisors LLC 881.74%7.26%17.55%Q4 2020Q3 20228
PHILADELPHIA TRUST CO 530.02%0.04%0.05%Q3 2021Q3 20238
CAHILL FINANCIAL ADVISORS INC 530.04%0.05%0.06%Q3 2021Q3 20238
SCOPUS ASSET MANAGEMENT, L.P. 410.02%0.23%0.73%Q1 2015Q1 20238
McAlister, Sweet & Associates, Inc. 440.24%0.62%2.58%Q4 2021Q4 20238
Sullivan, Bruyette, Speros & Blaney, LLC 410.01%0.04%0.09%Q2 2017Q1 20218
O'Brien Wealth Partners LLC 510.00%0.01%0.02%Q1 2018Q3 20238
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Ascent Group, LLC 880.04%0.18%0.53%Q4 2021Q3 20238
CG Asset Management LLC 530.11%0.43%0.90%Q2 2014Q2 20168
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 880.11%0.29%0.51%Q4 2015Q3 20178
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 880.07%0.14%0.28%Q4 2021Q3 20238
NWI MANAGEMENT LP 880.35%1.28%3.76%Q4 2021Q3 20238
Warberg Asset Management LLC 610.51%1.07%1.73%Q4 2020Q3 20228
MARINER INVESTMENT GROUP LLC 310.00%0.12%0.38%Q4 2014Q3 20198
Marks Group Wealth Management, Inc 880.16%0.36%0.56%Q4 2021Q3 20238
Metis Global Partners, LLC 880.93%1.68%2.19%Q4 2021Q3 20238
Estabrook Capital Management 880.01%0.02%0.03%Q4 2021Q3 20238
Sandbox Financial Partners, LLC 410.12%0.16%0.23%Q4 2020Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.02%0.04%0.09%Q1 2019Q4 20208
COMMONS CAPITAL, LLC 881.10%2.00%2.42%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.26%0.44%0.64%Q4 2021Q3 20238
Fullerton Fund Management Co Ltd. 510.24%1.06%3.47%Q4 2020Q2 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.21%0.32%0.67%Q4 2020Q3 20228
Resurgent Financial Advisors LLC 880.17%0.33%0.51%Q4 2021Q3 20238
BANK HAPOALIM BM 410.03%0.05%0.11%Q1 2019Q3 20238
LEWIS CAPITAL MANAGEMENT, LLC 880.84%1.51%1.86%Q4 2021Q3 20238
OLD SECOND NATIONAL BANK OF AURORA 710.00%0.00%0.00%Q3 2020Q3 20238
Boyd Wealth Management, LLC 880.20%0.40%0.58%Q4 2021Q3 20238
Stone House Investment Management, LLC 310.06%0.10%0.11%Q4 2020Q3 20238
Echo Street Capital Management LLC 510.00%0.01%0.02%Q2 2020Q3 20238
Beaumont Financial Partners, LLC 880.03%0.08%0.24%Q4 2020Q3 20228
Narwhal Capital Management 880.03%0.13%0.31%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.04%0.06%0.08%Q4 2021Q3 20238
Quent Capital, LLC 880.23%0.45%0.64%Q4 2021Q3 20238
LMR Partners LLP 310.01%0.42%0.97%Q2 2016Q3 20238
Thrive Wealth Management, LLC 880.11%0.35%0.58%Q4 2021Q3 20238
GABELLI FUNDS LLC 530.02%0.15%0.31%Q4 2015Q3 20238
B. Metzler seel. Sohn & Co. AG 880.25%0.56%0.68%Q4 2021Q3 20238
Apeiron RIA LLC 880.29%0.83%1.81%Q4 2021Q3 20238
SHINE INVESTMENT ADVISORY SERVICES INC 880.00%0.02%0.10%Q4 2018Q3 20208
ICICI Prudential Asset Management Co Ltd 880.20%0.33%0.55%Q4 2021Q3 20238
SkyView Investment Advisors, LLC 310.07%0.27%1.02%Q4 2020Q3 20238
Weiss Asset Management LP 410.02%0.79%5.15%Q4 2018Q2 20238
Summit Global Investments 880.01%0.04%0.07%Q4 2021Q3 20238
McDonough Capital Management, Inc 882.41%4.29%5.35%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.29%0.56%1.11%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.11%0.19%0.24%Q4 2021Q3 20238
Ignite Planners, LLC 880.69%1.14%1.94%Q4 2021Q3 20238
City State Bank 880.08%0.14%0.19%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.01%0.06%0.10%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.00%0.01%0.02%Q2 2021Q1 20238
South Shore Capital Advisors 880.34%0.69%0.96%Q4 2020Q3 20228
Naviter Wealth, LLC 880.63%0.85%1.30%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.05%0.32%1.15%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.22%0.44%0.58%Q4 2021Q3 20238
VANCE WEALTH, INC. 880.15%0.47%0.67%Q4 2021Q3 20238
Strategic Wealth Management Group, LLC 710.20%0.33%0.62%Q4 2018Q2 20218
Sterling Investment Counsel, LLC 880.23%0.35%0.74%Q4 2021Q3 20238
Schusterman Interests, LLC 8822.81%34.10%48.34%Q4 2021Q3 20238
FLYNN ZITO CAPITAL MANAGEMENT, LLC 880.19%0.45%0.63%Q4 2021Q3 20238
Connectus Wealth, LLC 880.18%0.45%0.83%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.63%1.15%1.39%Q4 2021Q3 20238
Newman Dignan & Sheerar, Inc. 310.04%0.08%0.13%Q2 2020Q3 20238
STONEBRIDGE CAPITAL MANAGEMENT INC 530.08%0.11%0.14%Q3 2021Q3 20238
QUENTEC ASSET MANAGEMENT LLC 881.96%7.02%11.02%Q1 2016Q4 20178
Finer Wealth Management, Inc. 880.41%0.76%1.00%Q4 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.12%0.24%0.33%Q4 2021Q3 20238
Lattice Capital Management, LLC 880.11%0.74%2.60%Q4 2021Q3 20238
KETTLE HILL CAPITAL MANAGEMENT, LLC 710.14%0.32%0.92%Q4 2016Q4 20188
EverSource Wealth Advisors, LLC 880.12%0.30%0.46%Q4 2021Q3 20238
Smith, Salley & Associates 880.02%0.04%0.08%Q4 2021Q3 20238
Forum Financial Management, LP 880.06%0.15%0.26%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.05%0.11%0.17%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.90%1.80%2.56%Q4 2021Q3 20238
Gitterman Wealth Management, LLC 880.11%0.31%0.44%Q1 2021Q4 20228
CAPITAL ONE, NATIONAL ASSOCIATION 880.02%0.08%0.18%Q1 2014Q4 20158
MEYER HANDELMAN CO 880.01%0.03%0.05%Q4 2021Q3 20238
BetterWealth, LLC 880.20%0.61%1.80%Q4 2021Q3 20238
VisionPoint Advisory Group, LLC 880.14%0.24%0.44%Q4 2021Q3 20238
FORA Capital, LLC 410.01%1.37%2.79%Q1 2020Q2 20238
LCM Capital Management Inc 310.20%0.32%0.53%Q4 2020Q3 20238
Pearl River Capital, LLC 510.01%0.15%0.25%Q4 2018Q4 20228
Caerus Investment Advisors, LLC 882.70%4.02%4.92%Q4 2021Q3 20238
MARTINGALE ASSET MANAGEMENT L P 420.00%0.02%0.09%Q3 2020Q3 20238
Nicholas Investment Partners, LP 620.06%0.17%0.51%Q3 2014Q3 20238
FourThought Financial, LLC 880.02%0.05%0.09%Q4 2020Q3 20228
Loveless Wealth Management LLC 880.16%0.19%0.25%Q3 2020Q2 20228
Keystone Wealth Services, LLC 880.20%0.38%0.47%Q4 2021Q3 20238
PFS INVESTMENTS INC. 880.01%0.02%0.03%Q3 2021Q2 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.13%0.27%0.69%Q4 2021Q3 20238
VAUGHAN DAVID INVESTMENTS LLC/IL 310.01%0.01%0.01%Q3 2020Q3 20238
First Washington CORP 530.07%0.69%1.96%Q2 2013Q2 20238
ADVISOR PARTNERS LLC 880.03%0.71%1.31%Q3 2020Q2 20228
C2C Wealth Management, LLC 880.09%0.28%0.53%Q4 2021Q3 20238
Redwood Investment Management, LLC 880.17%0.32%0.72%Q4 2021Q3 20238
Granite Investment Partners, LLC 420.01%0.12%0.30%Q3 2015Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.10%0.60%2.04%Q4 2021Q3 20238
Family CFO Inc 880.34%0.73%1.13%Q4 2021Q3 20238
KRS Capital Management, LLC 880.41%0.65%0.88%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.06%0.20%0.31%Q4 2021Q3 20238
ROVIN CAPITAL /UT/ /ADV 310.12%0.18%0.46%Q1 2020Q3 20238
Gordian Capital Singapore Pte Ltd 882.95%5.11%7.78%Q4 2021Q3 20238
Hendershot Investments Inc. 880.01%0.03%0.04%Q4 2021Q3 20238
BEACH INVESTMENT COUNSEL INC/PA 880.03%0.06%0.10%Q3 2020Q2 20228
Bank of New Hampshire 880.03%0.07%0.09%Q4 2021Q3 20238
Level Financial Advisors, Inc. 880.03%0.08%0.14%Q4 2021Q3 20238
Kathmere Capital Management, LLC 310.02%0.04%0.05%Q3 2020Q3 20238
CHILTON CAPITAL MANAGEMENT LLC 880.16%0.76%1.26%Q4 2021Q3 20238
Goldstream Capital Management Ltd 8817.80%56.59%82.06%Q4 2021Q3 20238
Supplemental Annuity Collective Trust of NJ 880.13%0.24%0.30%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.90%1.77%2.35%Q4 2021Q3 20238
Kingfisher Capital LLC 310.06%0.11%0.42%Q4 2019Q3 20238
Lindenwold Advisors, INC 880.36%0.74%0.99%Q4 2021Q3 20238
KILEY JUERGENS WEALTH MANAGEMENT, LLC 510.18%1.07%2.24%Q4 2017Q3 20238
HB Wealth Management, LLC 880.08%0.12%0.19%Q4 2021Q3 20238
Fulcrum Capital LLC 880.63%0.93%1.39%Q4 2021Q3 20238
OAK RIDGE INVESTMENTS LLC 880.52%1.00%1.28%Q4 2021Q3 20238
NJ State Employees Deferred Compensation Plan 880.08%0.16%0.20%Q4 2021Q3 20238
Lifeworks Advisors, LLC 880.25%0.66%1.10%Q4 2021Q3 20238
Westover Capital Advisors, LLC 420.08%0.12%0.15%Q3 2020Q3 20238
Bell Investment Advisors, Inc 620.06%0.13%0.20%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.07%0.16%0.24%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.94%1.82%2.75%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.01%0.01%0.02%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.03%0.05%0.06%Q4 2021Q3 20238
Capricorn Investment Group LLC 886.20%8.89%12.57%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.13%0.27%0.39%Q4 2021Q3 20238
FRG Family Wealth Advisors LLC 880.09%0.35%0.64%Q4 2021Q3 20238
Schubert & Co 880.04%0.36%0.54%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.06%0.10%0.16%Q4 2021Q3 20238
Granite Bay Wealth Management, LLC 880.14%0.30%0.44%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.15%0.26%0.33%Q4 2021Q3 20238
Alphadyne Asset Management LP 310.07%0.72%2.47%Q2 2016Q3 20238
Paladin Advisory Group, LLC 880.04%0.08%0.10%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.47%0.90%1.22%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.04%0.06%Q4 2021Q3 20238
Day & Ennis, LLC 410.10%0.14%0.19%Q4 2020Q3 20238
Carmel Capital Partners, LLC 880.34%0.68%1.04%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.05%0.10%0.14%Q4 2021Q3 20238
Monument Capital Management 620.08%0.19%0.32%Q1 2021Q3 20238
Ameritas Advisory Services, LLC 880.33%0.76%1.58%Q4 2021Q3 20238
Candlestick Capital Management LP 310.50%0.89%1.44%Q4 2020Q3 20238
MANGROVE PARTNERS IM, LLC 210.73%3.36%8.40%Q2 2013Q4 20208
Bigelow Investment Advisors, LLC 530.11%0.15%0.24%Q3 2020Q3 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.31%0.61%1.04%Q4 2021Q3 20238
DDD Partners, LLC 880.05%0.19%0.36%Q4 2021Q3 20238
Artemis Investment Management LLP 880.01%0.13%0.50%Q2 2021Q1 20238
Austin Asset Management Co Inc 880.12%0.16%0.22%Q4 2021Q3 20238
CITY NATIONAL BANK 880.00%0.01%0.01%Q4 2013Q3 20158
CSat Investment Advisory, L.P. 880.00%0.08%0.21%Q2 2019Q1 20218
Straight Path Wealth Management 8815.20%27.54%39.42%Q4 2021Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 880.43%0.98%1.46%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.37%0.74%0.91%Q4 2021Q3 20238
PFS Partners, LLC 880.04%0.09%0.13%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.12%0.24%0.36%Q4 2021Q3 20238
55I, LLC 880.02%0.06%0.21%Q4 2020Q3 20228
TD Waterhouse Canada Inc. 880.10%0.22%0.31%Q4 2021Q3 20238
WFA Asset Management Corp 880.01%0.02%0.03%Q4 2021Q3 20238
BlackDiamond Wealth Management, LLC 880.25%0.33%0.40%Q4 2021Q3 20238
Masso Torrence Wealth Management Inc. 880.56%1.10%1.37%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.06%0.19%0.42%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.57%1.50%2.09%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
Wedmont Private Capital 880.30%0.62%0.78%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 882.21%4.26%5.19%Q4 2021Q3 20238
Manhattan West Asset Management, LLC 880.17%0.59%0.96%Q4 2021Q3 20238
Stiles Financial Services Inc 880.46%0.90%1.32%Q4 2021Q3 20238
Efficient Market Advisors, LLC 880.00%0.00%0.00%Q1 2014Q4 20158
Congress Wealth Management LLC / DE / 880.02%0.16%0.36%Q4 2021Q3 20238
Midwest Professional Planners, LTD. 410.14%0.19%0.26%Q4 2020Q3 20238
PCG Wealth Advisors, LLC 880.33%0.68%0.97%Q4 2021Q3 20238
NORTHSTAR CAPITAL MANAGEMENT LLC 880.02%0.04%0.06%Q4 2017Q3 20198
Shearwater Capital LLC 880.56%1.10%1.50%Q4 2021Q3 20238
ETF Store, Inc. 880.30%0.49%0.61%Q4 2021Q3 20238
Synergy Financial Group, LTD 881.50%2.20%2.80%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 620.02%0.06%0.10%Q3 2020Q3 20238
Scott Capital Advisors, LLC 880.12%0.26%0.38%Q4 2021Q3 20238
Viewpoint Capital Management LLC 882.11%3.89%5.02%Q4 2021Q3 20238
Congress Park Capital LLC 310.01%0.21%0.34%Q1 2020Q3 20238
ODonnell Financial Services, LLC 530.12%0.39%1.23%Q3 2021Q3 20238
FRANKLIN STREET ADVISORS INC /NC 880.02%0.78%1.56%Q1 2021Q4 20228
Steward Financial Group LLC 880.09%0.25%0.53%Q4 2021Q3 20238
Seaport Global Advisors, LLC 880.39%0.65%1.11%Q4 2021Q3 20238
National Wealth Management Group, LLC 880.57%1.24%2.15%Q4 2021Q3 20238
Elephas Investment Management Ltd 620.26%36.14%65.16%Q4 2018Q2 20218
China Universal Asset Management Co., Ltd. 880.81%2.88%5.12%Q4 2021Q3 20238
Barden Capital Management, Inc. 880.24%0.67%1.01%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.07%0.14%0.20%Q4 2021Q3 20238
EFG Asset Management (North America) Corp. 880.34%0.73%0.98%Q4 2021Q3 20238
Towerpoint Wealth, LLC 620.06%0.13%0.28%Q3 2021Q3 20238
Carroll Investors, Inc 888.29%13.09%15.23%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.32%0.74%1.11%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.10%0.35%0.79%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.48%0.83%1.01%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.16%0.26%0.40%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.14%0.26%0.35%Q4 2021Q3 20238
SWS Partners 610.12%0.20%0.29%Q2 2018Q1 20238
Western Pacific Wealth Management, LP 880.34%0.75%1.02%Q4 2021Q3 20238
Bensler, LLC 880.33%0.65%1.02%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.09%0.16%0.20%Q4 2021Q3 20238
Titus Wealth Management 880.34%0.48%0.59%Q3 2020Q2 20228
BLODGETT WEALTH ADVISORS, LLC 880.31%0.71%1.16%Q4 2021Q3 20238
CastleArk Alternatives, LLC 710.34%2.27%6.33%Q4 2017Q3 20218
Riverview Capital Advisers, LLC 880.40%0.87%1.60%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.68%1.11%1.31%Q4 2021Q3 20238
Merlin Capital, Inc 880.55%1.17%2.12%Q4 2021Q3 20238
JHL Capital Group LLC 8818.70%65.21%100.00%Q1 2018Q4 20198
AIRE ADVISORS, LLC 880.34%0.66%1.14%Q4 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.23%0.43%0.60%Q4 2021Q3 20238
Byrne Asset Management LLC 880.02%0.13%0.30%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.07%0.17%0.25%Q4 2021Q3 20238
Stephens Consulting, LLC 880.14%0.23%0.42%Q4 2021Q3 20238
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.31%0.56%0.71%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.08%0.10%0.12%Q4 2014Q3 20168
Rheos Capital Works Inc. 880.11%1.09%1.88%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
Chanos & Co LP 410.22%1.62%5.35%Q2 2018Q3 20238
Perfromance Wealth Partners, LLC 880.09%0.82%1.62%Q4 2021Q3 20238
Vestmark Advisory Solutions, Inc. 880.02%0.11%0.21%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.06%0.29%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.12%0.46%0.64%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.05%0.19%0.35%Q4 2021Q3 20238
Gould Capital, LLC 880.05%0.09%0.12%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.03%0.09%0.14%Q4 2021Q3 20238
Disciplined Equity Management, Inc. 880.08%0.46%0.93%Q4 2021Q3 20238
New Millennium Group LLC 880.27%0.63%0.83%Q4 2021Q3 20238
Pitti Group Wealth Management, LLC 880.41%0.64%0.95%Q4 2021Q3 20238
PATTON ALBERTSON MILLER GROUP, LLC 880.05%0.06%0.08%Q4 2020Q3 20228
Operose Advisors LLC 880.08%0.21%0.38%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.71%1.37%1.73%Q4 2021Q3 20238
ASB Consultores, LLC 880.11%0.24%0.36%Q4 2021Q3 20238
Summit Asset Management, LLC 880.10%0.18%0.23%Q2 2020Q1 20228
Wahed Invest LLC 882.18%4.07%6.22%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.42%0.65%1.06%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 880.26%0.51%0.62%Q4 2021Q3 20238
Leo H. Evart, Inc. 880.35%0.66%0.85%Q4 2021Q3 20238
COWEN INC. 210.00%0.14%0.80%Q3 2014Q2 20198
Strengthening Families & Communities, LLC 880.04%0.35%1.16%Q4 2021Q3 20238
LGT Group Foundation 881.10%1.77%2.26%Q4 2021Q3 20238
Brickley Wealth Management 770.14%0.19%0.25%Q1 2021Q3 20227
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 610.19%0.44%0.71%Q2 2020Q3 20237
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.00%0.03%0.12%Q4 2016Q1 20237
CANTOR FITZGERALD, L. P. 770.19%0.63%1.72%Q1 2022Q3 20237
BAR HARBOR WEALTH MANAGEMENT 520.02%0.02%0.04%Q3 2021Q3 20237
Pinnacle Summer Investments, Inc. 520.00%0.01%0.02%Q2 2013Q4 20157
MAZAMA CAPITAL MANAGEMENT INC 410.00%0.16%0.36%Q2 2013Q2 20157
COMPTON CAPITAL MANAGEMENT INC /RI 770.20%0.28%0.38%Q3 2020Q1 20227
JAG CAPITAL MANAGEMENT, LLC 610.17%0.88%1.37%Q4 2020Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.11%0.23%0.34%Q1 2022Q3 20237
WULFF, HANSEN & CO. 430.32%0.46%0.81%Q4 2021Q3 20237
MARTIN CURRIE LTD 770.01%0.03%0.04%Q4 2015Q2 20177
PENN DAVIS MCFARLAND INC 770.04%0.06%0.08%Q1 2021Q3 20227
EASTERN BANK 770.25%0.71%1.03%Q1 2022Q3 20237
TRUST CO OF VIRGINIA /VA 520.02%0.03%0.04%Q3 2021Q3 20237
BOSTON PRIVATE BANK & TRUST CO 770.00%0.00%0.01%Q3 2013Q1 20157
SANDER CAPITAL ADVISORS INC 610.20%0.65%1.37%Q4 2020Q3 20227
HARBOURVEST PARTNERS LLC 770.41%0.74%1.38%Q4 2016Q2 20187
MAGEE THOMSON INVESTMENT PARTNERS LLC 772.18%3.03%3.63%Q3 2014Q1 20167
CRITERION CAPITAL MANAGEMENT LLC 510.31%1.14%1.80%Q4 2013Q1 20187
CUTLER INVESTMENT COUNSEL LLC 770.05%0.10%0.13%Q1 2022Q3 20237
QVT Financial LP 310.03%6.43%14.46%Q2 2013Q4 20207
Yorktown Management & Research Co Inc 410.04%0.11%0.22%Q3 2015Q1 20227
Avalon Global Asset Management LLC 211.61%2.49%3.73%Q4 2015Q2 20197
Placemark Investments, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
CIM, LLC 770.12%0.18%0.22%Q1 2021Q3 20227
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 770.06%0.09%0.14%Q3 2020Q1 20227
Crow Point Partners, LLC 510.00%0.36%2.16%Q3 2017Q4 20197
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 210.22%1.32%4.17%Q1 2019Q1 20237
Marquette Asset Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
RS CRUM INC. 430.11%0.17%0.25%Q4 2021Q3 20237
GHP Investment Advisors, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Schonfeld Group Holdings LLC 410.50%2.99%6.53%Q3 2013Q4 20157
Assured Investment Management LLC 410.00%0.56%1.42%Q1 2015Q3 20187
VSR Financial Services, Inc. 520.03%0.03%0.04%Q3 2014Q2 20167
Alyeska Investment Group, L.P. 310.04%0.11%0.20%Q1 2015Q3 20237
PGGM Investments 210.05%0.21%0.66%Q4 2020Q3 20237
Anson Funds Management LP 110.15%1.53%5.78%Q1 2016Q3 20237
Meristem Family Wealth, LLC 770.06%0.10%0.21%Q3 2020Q1 20227
Axiom Investment Management LLC 610.10%1.23%3.08%Q4 2019Q3 20227
AFFINITY INVESTMENT ADVISORS, LLC 770.33%0.40%0.47%Q1 2021Q3 20227
Lombard Odier Transatlantic Ltd 770.02%0.02%0.05%Q4 2014Q2 20167
Schwab Charitable Fund 770.12%0.26%0.53%Q1 2022Q3 20237
HENGEHOLD CAPITAL MANAGEMENT LLC 770.03%0.04%0.06%Q3 2020Q1 20227
Jackson Wealth Management, LLC 210.04%0.12%0.21%Q4 2019Q3 20227
BAROMETER CAPITAL MANAGEMENT INC. 210.00%0.19%0.52%Q2 2014Q2 20237
DT Investment Partners, LLC 520.00%0.04%0.10%Q4 2021Q3 20237
Family Management Corp 410.06%0.21%0.56%Q2 2020Q3 20237
Ramsay, Stattman, Vela & Price, Inc. 770.48%0.91%1.20%Q1 2022Q3 20237
JW Asset Management, LLC 211.14%2.95%9.21%Q4 2014Q3 20237
Desjardins Global Asset Management Inc. 770.19%0.83%2.75%Q1 2022Q3 20237
Colonial Trust Advisors 520.02%0.03%0.04%Q4 2021Q3 20237
Ergoteles LLC 770.02%0.15%0.38%Q2 2021Q4 20227
ICONIQ Capital, LLC 610.05%0.07%0.08%Q3 2014Q2 20167
Riverview Trust Co 770.10%0.33%0.47%Q1 2022Q3 20237
Moreno Evelyn V 770.08%0.17%0.33%Q1 2022Q3 20237
VERNIER CAPITAL PARTNERS, LP 211.27%5.34%11.99%Q1 2017Q2 20197
Crossvault Capital Management LLC 770.08%0.11%0.13%Q4 2020Q2 20227
BANK PICTET & CIE (ASIA) LTD 770.06%0.12%0.18%Q4 2021Q2 20237
Archford Capital Strategies, LLC 310.00%0.05%0.14%Q1 2018Q3 20237
Lombard Odier & Cie (Canada), Limited Partnership 610.03%0.08%0.28%Q2 2014Q3 20167
Quad Capital Management Advisors LLC 550.00%0.50%1.89%Q3 2017Q3 20187
Graticule Asia Macro Advisors LLC 210.25%0.90%1.67%Q1 2015Q1 20217
Compass Ion Advisors, LLC 310.07%0.09%0.18%Q2 2021Q3 20237
Barry Investment Advisors, LLC 770.07%0.10%0.15%Q3 2020Q1 20227
Prostatis Group LLC 510.10%0.49%1.42%Q1 2021Q2 20237
Vista Private Wealth Partners. LLC 770.10%0.19%0.26%Q1 2022Q3 20237
Index Fund Advisors, Inc. 430.02%0.04%0.09%Q4 2021Q3 20237
Johanson Financial Advisors, Inc. 610.01%0.31%0.47%Q4 2019Q4 20217
Enlightenment Research, LLC 510.44%4.24%13.92%Q2 2019Q1 20227
Almanack Investment Partners, LLC. 770.03%0.05%0.08%Q4 2020Q2 20227
LWM Advisory Services, LLC 430.27%0.72%1.20%Q4 2021Q3 20237
Synergy Asset Management, LLC 520.05%0.42%1.95%Q4 2021Q3 20237
Clear Perspective Advisors, LLC 410.00%0.19%0.63%Q3 2017Q4 20217
Israel Discount Bank of New York 430.25%0.40%0.64%Q4 2021Q3 20237
Stratos Investment Management, LLC 310.04%0.05%0.06%Q3 2021Q3 20237
Quantamental Technologies LLC 410.04%0.67%2.08%Q1 2019Q4 20227
Legacy Wealth Partners, Inc. 770.40%0.67%0.98%Q4 2019Q2 20217
VIRIDIAN RIA, LLC 520.07%0.75%1.29%Q2 2020Q1 20227
MayTech Global Investments, LLC 410.00%0.01%0.02%Q1 2018Q4 20227
Resource Management, LLC 770.06%0.17%0.25%Q2 2020Q4 20217
Winthrop Partners - WNY, LLC 770.01%0.02%0.02%Q1 2018Q3 20197
Wealth Alliance Advisory Group, LLC 520.09%0.17%0.26%Q4 2021Q3 20237
LFA - Lugano Financial Advisors SA 770.01%0.06%0.09%Q1 2022Q3 20237
Blue Chip Wealth Management, Inc. 520.24%1.03%3.06%Q1 2018Q3 20207
DUALITY ADVISERS, LP 510.08%0.34%0.77%Q3 2020Q4 20227
AJ WEALTH STRATEGIES, LLC 770.01%0.02%0.05%Q4 2021Q2 20237
Aquire Wealth Advisors, LLC 430.18%0.27%0.33%Q4 2021Q3 20237
Chapman Investment Management, LLC 770.26%1.88%3.03%Q1 2021Q3 20227
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Global Strategic Investment Solutions, LLC 430.02%0.04%0.07%Q4 2021Q3 20237
Great Point Wealth Advisors, LLC 430.08%0.09%0.13%Q4 2021Q3 20237
Ellis Investment Partners, LLC 520.00%0.00%0.01%Q2 2019Q3 20227
Edge Capital Group, LLC 610.01%0.01%0.02%Q2 2020Q3 20237
Lake Point Wealth Management 520.00%0.02%0.03%Q4 2019Q2 20227
E Fund Management (Hong Kong) Co., Ltd. 310.00%0.45%1.27%Q2 2020Q4 20237
Aperture Investors, LLC 510.17%0.50%0.80%Q2 2020Q3 20227
Savior LLC 770.01%0.08%0.14%Q4 2019Q2 20217
Stonehage Fleming (UK) Ltd 610.04%0.05%0.07%Q1 2014Q4 20157
Live Oak Private Wealth LLC 770.08%0.09%0.11%Q3 2020Q1 20227
R. W. Roge & Company, Inc. 520.14%0.22%0.31%Q4 2020Q3 20227
Great Diamond Partners, LLC 770.10%0.24%0.41%Q1 2022Q3 20237
Marotta Asset Management 310.05%0.06%0.07%Q3 2021Q4 20237
Powell Investment Advisors, LLC 770.25%0.43%0.53%Q1 2022Q3 20237
Mattern Wealth Management LLC 410.07%0.19%0.38%Q2 2020Q3 20237
Elevated Capital Advisors, LLC 510.08%0.34%0.63%Q3 2021Q3 20237
Stonebridge Financial Planning Group, LLC 770.02%0.06%0.07%Q2 2020Q4 20217
VIVID FINANCIAL MANAGEMENT, INC. 770.24%0.59%0.94%Q2 2020Q4 20217
MATTERN CAPITAL MANAGEMENT, LLC 770.10%0.16%0.24%Q1 2022Q3 20237
Resonant Capital Advisors, LLC 430.05%0.06%0.08%Q4 2021Q3 20237
Petix & Botte Co 320.09%0.16%0.30%Q3 2020Q3 20237
Westshore Wealth, LLC 210.11%0.15%0.23%Q4 2019Q2 20237
HYA Advisors, Inc 770.11%0.14%0.17%Q4 2020Q2 20227
APPLIED RESEARCH INVESTMENTS, LLC 772.15%2.42%3.10%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.06%0.10%0.15%Q2 2020Q4 20217
Capital CS Group, LLC 310.18%0.90%1.62%Q4 2020Q3 20237
CATALYST PRIVATE WEALTH, LLC 410.01%0.14%0.21%Q3 2020Q4 20237
KLK CAPITAL MANAGEMENT LLC 410.22%0.69%1.96%Q2 2021Q3 20237
SEAVIEW INVESTMENT MANAGERS LLC 510.07%0.73%2.52%Q4 2020Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.03%0.06%0.15%Q1 2021Q4 20227
Wealth Advisory Solutions, LLC 510.04%0.07%0.10%Q4 2020Q1 20237
TruWealth Advisors, LLC 430.02%0.03%0.03%Q4 2021Q3 20237
LifePro Asset Management 610.06%1.06%4.18%Q4 2020Q3 20227
GraniteShares Advisors LLC 771.06%2.02%2.84%Q4 2021Q2 20237
Navigation Wealth Management, Inc. 770.01%0.26%0.86%Q1 2021Q3 20227
Altus Wealth Group LLC 520.20%0.22%0.25%Q4 2020Q3 20227
TKG Advisors, LLC 430.19%0.25%0.30%Q4 2021Q3 20237
Crown Wealth Group, LLC 770.39%0.66%0.88%Q1 2022Q3 20237
SAX WEALTH ADVISORS, LLC 430.07%0.15%0.24%Q4 2021Q3 20237
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 510.13%0.47%0.89%Q4 2020Q1 20237
Curi Wealth Management, LLC 410.00%0.03%0.05%Q4 2020Q3 20237
WCG Wealth Advisors LLC 660.04%0.34%0.53%Q2 2022Q3 20237
SYNTAX ADVISORS, LLC 430.21%0.22%0.28%Q4 2021Q3 20237
Cornerstone Wealth Advisors, Inc. 770.19%0.37%0.49%Q1 2022Q3 20237
Prentice Wealth Management LLC 310.00%0.11%0.20%Q1 2021Q3 20237
Wescott Financial Advisory Group, LLC 770.05%0.10%0.15%Q1 2022Q3 20237
Epic Trust Investment Advisors, LLC 430.60%0.69%0.82%Q4 2021Q3 20237
Householder Group Estate & Retirement Specialist, LLC 610.29%0.52%0.78%Q4 2021Q3 20237
US Asset Management LLC 430.91%1.75%2.28%Q3 2021Q2 20237
Innova Wealth Partners 520.17%0.21%0.24%Q3 2021Q3 20237
Essex LLC 520.06%0.13%0.17%Q3 2021Q3 20237
Independent Wealth Network Inc. 310.13%0.18%0.21%Q3 2021Q3 20237
SJS Investment Consulting Inc. 520.14%0.32%0.48%Q4 2021Q3 20237
Amplius Wealth Advisors, LLC 430.04%0.07%0.11%Q4 2021Q3 20237
Delphia (USA) Inc. 770.84%1.31%1.69%Q4 2021Q2 20237
Kolinsky Wealth Management, LLC 430.26%0.39%0.64%Q4 2021Q3 20237
AVAII WEALTH MANAGEMENT, LLC 770.18%0.75%1.16%Q1 2022Q3 20237
Evergreen Wealth Solutions, LLC 430.27%0.33%0.44%Q4 2021Q3 20237
Connective Portfolio Management, LLC 432.90%4.97%6.98%Q4 2021Q3 20237
American Trust 770.05%0.14%0.28%Q1 2022Q3 20237
Aspire Capital Advisors LLC 770.15%0.33%0.70%Q1 2022Q3 20237
Eagle Bluffs Wealth Management LLC 770.94%1.60%2.29%Q1 2022Q3 20237
WMG Financial Advisors, LLC 430.19%0.21%0.24%Q4 2021Q3 20237
Peterson Wealth Services 771.20%3.34%6.27%Q4 2021Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.08%0.19%0.44%Q1 2022Q3 20237
Eagle Strategies LLC 520.14%0.23%0.37%Q4 2021Q3 20237
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 770.39%0.68%0.88%Q1 2022Q3 20237
Stone Point Wealth LLC 770.18%0.31%0.44%Q1 2022Q3 20237
Echo45 Advisors LLC 430.25%0.43%0.66%Q4 2021Q3 20237
Sweet Financial Partners, LLC 430.08%0.10%0.11%Q4 2021Q3 20237
Investments & Financial Planning, LLC 430.56%0.99%1.33%Q4 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.06%0.14%0.21%Q4 2021Q2 20237
Prosperity Consulting Group, LLC 430.14%0.23%0.32%Q4 2021Q3 20237
Corton Capital Inc. 770.63%0.91%1.22%Q1 2022Q3 20237
Axiom Advisory, LLC 430.21%0.30%0.40%Q4 2021Q3 20237
Blackston Financial Advisory Group, LLC 770.67%1.19%1.46%Q4 2021Q2 20237
626 Financial, LLC 510.14%0.23%0.35%Q1 2021Q3 20237
ADAMSBROWN WEALTH CONSULTANTS LLC 430.15%0.22%0.30%Q4 2021Q3 20237
Pinnacle Wealth Management, LLC 521.14%2.52%3.30%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.38%0.71%0.90%Q4 2021Q3 20237
Bill Few Associates, Inc. 430.18%0.24%0.30%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.29%0.48%0.64%Q1 2022Q3 20237
Objective Capital Management, LLC 430.22%0.28%0.36%Q4 2021Q3 20237
TRIAD FINANCIAL ADVISORS, INC. 520.09%0.20%0.33%Q4 2021Q3 20237
Worth Asset Management, LLC 770.04%0.31%1.63%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.35%0.71%0.91%Q1 2022Q3 20237
Redwood Financial Network Corp 770.44%0.81%1.06%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.89%1.94%3.60%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.08%0.16%0.26%Q1 2022Q3 20237
WealthPlan Investment Management, LLC 610.19%0.31%0.46%Q1 2022Q4 20237
Astoria Portfolio Advisors LLC. 430.11%0.16%0.24%Q4 2021Q3 20237
RETIREMENT GUYS FORMULA LLC 430.14%0.23%0.32%Q4 2021Q3 20237
Coastwise Capital Group, LLC 770.56%1.09%1.54%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.09%0.30%0.52%Q1 2022Q3 20237
Corient Private Wealth LLC 440.00%0.19%0.42%Q4 2022Q3 20237
Fortis Capital Advisors, LLC 440.01%1.66%4.13%Q4 2022Q3 20237
DUDLEY CAPITAL MANAGEMENT, LLC 440.00%0.60%1.27%Q4 2022Q3 20237
CJM Wealth Advisers, Ltd. 430.18%0.30%0.53%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.10%0.21%0.33%Q1 2022Q3 20237
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 770.15%0.26%0.32%Q1 2022Q3 20237
OGOREK ANTHONY JOSEPH /NY/ /ADV 770.01%0.03%0.07%Q1 2022Q3 20237
SIT INVESTMENT ASSOCIATES INC 770.01%0.03%0.04%Q1 2022Q3 20237
Power Corp of Canada 770.00%0.77%1.41%Q1 2022Q3 20237
QUALCOMM INC/DE 770.00%0.02%0.06%Q3 2013Q1 20157
COUNTRY CLUB BANK /GFN 770.03%0.10%0.14%Q1 2022Q3 20237
STEWART & PATTEN CO LLC 410.03%0.04%0.05%Q2 2021Q3 20237
L.M. KOHN & COMPANY 770.66%1.19%2.13%Q1 2022Q3 20237
MERITAGE PORTFOLIO MANAGEMENT 310.02%0.11%0.61%Q2 2017Q3 20237
MOODY LYNN & LIEBERSON, LLC 310.02%0.08%0.40%Q4 2020Q3 20237
Leucadia National 440.01%0.84%2.69%Q4 2022Q3 20237
FORBES J M & CO LLP 310.03%0.18%0.46%Q3 2021Q3 20236
Carmignac Gestion 210.03%0.29%0.61%Q3 2017Q4 20226
Greenwoods Asset Management Hong Kong Ltd. 310.07%0.37%0.71%Q4 2021Q3 20236
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 660.21%1.08%1.84%Q2 2022Q3 20236
BTR CAPITAL MANAGEMENT INC 660.04%0.04%0.06%Q2 2021Q3 20226
PEAK FINANCIAL ADVISORS LLC 660.21%0.35%0.61%Q4 2020Q1 20226
Bellecapital International Ltd. 410.05%0.16%0.24%Q4 2020Q3 20236
One Day In July LLC 330.05%0.08%0.14%Q1 2022Q3 20236
Select Asset Management & Trust 420.12%0.26%0.77%Q2 2021Q3 20236
Newton One Investments LLC 660.00%0.00%0.01%Q2 2022Q3 20236
HighTower Trust Company, N.A. 660.02%0.06%0.08%Q4 2021Q1 20236
COOKSON PEIRCE & CO INC 410.02%0.83%1.80%Q3 2013Q2 20236
Karn, Couzens & Associates, Inc. 662.24%2.82%3.66%Q4 2020Q1 20226
SANDLER CAPITAL MANAGEMENT 210.19%0.80%2.06%Q2 2013Q2 20196
BRIDGER MANAGEMENT, LLC 511.53%4.03%6.42%Q2 2013Q3 20186
NumerixS Investment Technologies Inc 210.14%0.78%1.66%Q2 2015Q4 20186
Kesler, Norman & Wride, LLC 420.05%0.07%0.10%Q4 2021Q3 20236
FormulaFolio Investments, LLC 510.01%0.09%0.18%Q4 2019Q2 20216
JACOBSON & SCHMITT ADVISORS, LLC 660.26%0.30%0.34%Q1 2017Q2 20186
Crew Capital Management, Ltd. 310.22%0.68%2.06%Q4 2021Q3 20236
Old Port Advisors 410.08%0.09%0.11%Q4 2021Q3 20236
LANDAAS & CO /WI /ADV 310.01%0.69%1.68%Q3 2017Q3 20236
Apertura Capital, LLC 210.91%1.53%2.49%Q4 2015Q3 20196
Shilanski & Associates, Inc. 210.09%0.46%2.20%Q4 2020Q3 20236
CAPITAL MANAGEMENT ASSOCIATES /NY/ 660.91%1.53%1.96%Q2 2021Q3 20226
First American Bank 660.02%0.03%0.05%Q3 2020Q4 20216
Nuveen Fund Advisors, LLC 660.03%0.04%0.04%Q2 2016Q3 20176
AFFINITY WEALTH MANAGEMENT LLC 420.08%0.12%0.18%Q4 2020Q3 20236
PARK NATIONAL CORP /OH/ 410.01%0.01%0.02%Q1 2022Q4 20236
Van Leeuwen & Company, LLC 310.17%0.31%0.57%Q4 2018Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Gs Investments, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Leeward Financial Partners, LLC 420.14%0.20%0.28%Q4 2021Q3 20236
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.03%0.06%0.08%Q1 2022Q3 20236
Matthew 25 Management Corp 661.00%9.22%16.34%Q2 2022Q3 20236
Silicon Hills Wealth Management, LLC 420.13%0.20%0.26%Q1 2021Q2 20236
INVESTMENT CENTERS OF AMERICA INC 410.03%0.04%0.05%Q1 2015Q3 20176
Legacy Private Trust Co. 660.08%0.28%0.43%Q2 2022Q3 20236
GenWealth Group, Inc. 210.06%0.07%0.10%Q4 2020Q2 20236
Regis Management CO LLC 420.99%1.22%1.42%Q3 2017Q1 20196
Aspex Management (HK) Ltd 410.44%2.82%7.83%Q1 2020Q4 20226
EMERALD MUTUAL FUND ADVISERS TRUST 420.01%0.02%0.02%Q1 2022Q3 20236
Provident Wealth Management, LLC 330.18%0.22%0.36%Q1 2022Q3 20236
First Pacific Advisors, LP 510.00%0.00%0.00%Q2 2020Q1 20226
Brendel Financial Advisors LLC 310.08%1.20%2.77%Q2 2021Q3 20236
MOON CAPITAL MANAGEMENT LP 310.71%18.77%36.51%Q4 2016Q1 20216
Watermark Asset Management, Inc. 660.00%0.00%0.00%Q3 2017Q4 20186
Investors Financial Group, LLC 660.17%0.20%0.24%Q3 2020Q4 20216
Robeco Schweiz AG 660.32%0.77%1.15%Q2 2022Q3 20236
Rainier Group Investment Advisory LLC 420.09%0.25%0.69%Q3 2018Q3 20206
Spears Abacus Advisors LLC 420.04%0.04%0.05%Q2 2017Q3 20236
SPOT TRADING L.L.C. 220.03%0.37%0.73%Q2 2017Q3 20176
GFS Advisors, LLC 410.02%2.36%3.90%Q3 2020Q3 20236
Holocene Advisors, LP 210.00%0.23%0.66%Q4 2017Q3 20226
GABLES CAPITAL MANAGEMENT INC. 510.05%0.17%0.30%Q1 2020Q2 20226
Legend Financial Advisors, Inc. 510.00%0.06%0.32%Q4 2020Q3 20236
Algebris (UK) Ltd 310.18%2.87%9.87%Q2 2017Q3 20236
ACCESS FINANCIAL SERVICES, INC. 510.30%0.89%1.34%Q1 2020Q3 20216
BT Wealth Management LLC 660.06%0.08%0.10%Q1 2021Q2 20226
Hofer & Associates. Inc 420.25%0.33%0.41%Q4 2021Q3 20236
Narus Financial Partners, LLC 330.13%0.17%0.23%Q1 2022Q3 20236
Gainplan LLC 210.18%0.42%0.90%Q2 2020Q1 20236
Minot Wealth Management LLC 660.05%0.08%0.10%Q1 2021Q2 20226
Coston, McIsaac & Partners 660.00%0.01%0.01%Q2 2022Q3 20236
HHLR ADVISORS, LTD. 210.15%0.95%2.60%Q2 2019Q3 20236
Global Assets Advisory, LLC 660.41%1.25%1.96%Q2 2022Q3 20236
Rothschild & Co Wealth Management UK Ltd 410.00%0.01%0.01%Q1 2014Q2 20196
Greenfield Savings Bank 420.15%0.29%0.41%Q2 2022Q4 20236
Ritter Daniher Financial Advisory LLC / DE 660.16%0.32%0.45%Q2 2022Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.14%0.27%0.34%Q2 2022Q3 20236
Infini Capital Management Ltd 420.46%3.31%7.80%Q4 2020Q2 20226
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 660.14%0.21%0.43%Q2 2013Q3 20146
Quantum Financial Advisors, LLC 660.11%0.16%0.25%Q2 2022Q3 20236
Joule Financial, LLC 660.26%0.41%0.61%Q2 2022Q3 20236
Manikay Partners, LLC 662.78%4.13%5.44%Q2 2017Q3 20186
DIXON HUBARD FEINOUR & BROWN INC/VA 660.03%0.06%0.09%Q1 2021Q2 20226
Ledge Wealth Management, Inc. 330.10%0.16%0.29%Q1 2022Q3 20236
Lansing Street Advisors 660.01%0.09%0.20%Q1 2022Q2 20236
McAdams Wright Ragen, Inc. 661.35%1.66%2.17%Q2 2013Q3 20146
BKA Wealth Consulting, Inc. 330.53%0.66%0.76%Q1 2022Q3 20236
Ballast, Inc. 310.08%0.10%0.12%Q3 2021Q3 20236
Safeguard Financial, LLC 660.16%0.26%0.37%Q2 2022Q3 20236
INTECH INVESTMENT MANAGEMENT LLC 660.75%0.91%1.11%Q2 2022Q3 20236
Granite Investment Advisors, LLC 660.05%0.20%0.43%Q2 2020Q3 20216
Coury Firm Asset Management LLC 420.25%0.33%0.39%Q4 2021Q3 20236
TLW Wealth Management, LLC 660.33%0.99%2.02%Q2 2022Q3 20236
Susquehanna International Group Ltd. 420.14%1.42%4.87%Q3 2021Q1 20236
Artisan Partners Limited Partnership 420.11%0.19%0.38%Q2 2013Q4 20226
NEXPOINT ASSET MANAGEMENT, L.P. 410.03%0.23%0.70%Q1 2020Q3 20236
GW&K Investment Management, LLC 310.00%0.00%0.00%Q2 2021Q3 20236
LMCG INVESTMENTS, LLC 660.01%0.19%0.36%Q1 2022Q2 20236
Bowie Capital Management, LLC 210.90%4.77%8.49%Q2 2017Q2 20196
BancFirst Trust & Investment Management 410.09%0.19%0.27%Q4 2021Q4 20236
COMPASS FINANCIAL ADVISORS LLC 660.41%0.77%0.99%Q4 2021Q1 20236
Psagot Value Holdings Ltd. / (Israel) 420.01%0.19%0.43%Q4 2021Q3 20236
Keudell/Morrison Wealth Management 310.01%0.11%0.26%Q1 2020Q1 20226
Perseverance Asset Management International 330.07%7.75%20.85%Q4 2019Q4 20226
Bullseye Investment Management, LLC 420.15%0.36%0.98%Q4 2021Q2 20236
Vantage Financial Partners, LLC 510.11%0.49%0.79%Q1 2022Q3 20236
Guidant Wealth Advisors 660.00%0.01%0.01%Q3 2017Q4 20186
SS&H Financial Advisors, Inc. 510.12%0.18%0.26%Q1 2022Q3 20236
Houlihan Financial Resource Group, Ltd. 510.13%0.19%0.39%Q3 2020Q3 20236
Sageworth Trust Co 660.01%0.09%0.23%Q2 2022Q3 20236
HARRELL INVESTMENT PARTNERS, LLC 420.11%0.13%0.16%Q4 2021Q3 20236
ArrowMark Colorado Holdings LLC 550.02%0.18%0.33%Q2 2017Q2 20186
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 420.27%0.30%0.35%Q4 2021Q3 20236
LGT Fund Management Co Ltd. 420.11%1.36%3.75%Q4 2021Q2 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 660.00%0.01%0.01%Q2 2022Q3 20236
5th Street Advisors, LLC 420.15%0.24%0.34%Q4 2021Q3 20236
Benchmark Investment Advisors LLC 661.37%1.83%3.16%Q2 2022Q3 20236
Soros Fund Management 310.00%0.24%0.41%Q2 2014Q4 20226
FARALLON CAPITAL MANAGEMENT LLC 661.52%1.80%2.05%Q3 2013Q4 20146
PointState Capital LP 410.01%0.07%0.21%Q3 2018Q4 20206
NEW ENGLAND SECURITIES CORP /MA/ 420.02%0.10%0.40%Q2 2013Q4 20146
Archvest Wealth Advisors, Inc. 310.11%0.21%0.27%Q4 2021Q3 20236
SOMA EQUITY PARTNERS LP 424.33%5.10%6.19%Q1 2018Q4 20196
Sculati Wealth Management, LLC 210.11%0.13%0.17%Q3 2020Q3 20236
NEIRG Wealth Management, LLC 510.04%0.06%0.12%Q4 2021Q2 20236
SevenBridge Financial Group, LLC 210.01%0.06%0.13%Q2 2016Q3 20236
Czech National Bank 661.03%1.76%2.34%Q3 2022Q4 20236
SFG Wealth Management, LLC. 660.29%0.57%0.83%Q4 2021Q1 20236
EdgeRock Capital LLC 660.26%0.43%0.65%Q2 2022Q3 20236
Missouri Trust & Investment Co 660.00%0.01%0.01%Q2 2022Q3 20236
Perkins Coie Trust Co 660.00%0.01%0.01%Q2 2022Q3 20236
PACK Private Wealth, LLC 420.17%0.25%0.32%Q4 2021Q2 20236
WESPAC Advisors SoCal, LLC 210.01%0.05%0.23%Q4 2015Q3 20236
Lynch Asset Management, Inc. 660.55%1.09%1.58%Q2 2022Q3 20236
DROMS STRAUSS ADVISORS INC /MO/ /ADV 661.04%1.90%2.45%Q2 2022Q3 20236
Solidarity Wealth, LLC 330.12%0.16%0.20%Q1 2022Q3 20236
USCA RIA LLC 660.03%0.07%0.17%Q1 2020Q2 20216
CAPITAL PERFORMANCE ADVISORS LLP 420.12%0.16%0.21%Q4 2021Q3 20236
EUDAIMONIA ADVISORS LLC 420.20%0.29%0.37%Q4 2021Q3 20236
Consilium Wealth Advisory, LLC 420.22%0.33%0.46%Q4 2021Q3 20236
CHURCHILL MANAGEMENT Corp 310.02%0.22%0.53%Q1 2014Q4 20216
HORIZON KINETICS ASSET MANAGEMENT LLC 410.01%0.01%0.01%Q1 2019Q4 20216
Cassady Schiller Wealth Management, LLC 510.05%0.08%0.14%Q4 2021Q3 20236
Ibex Investors LLC 310.13%1.39%4.94%Q1 2019Q4 20226
Ground Swell Capital, LLC 411.44%5.22%13.51%Q4 2020Q4 20226
FSB PREMIER WEALTH MANAGEMENT, INC. 310.08%0.15%0.20%Q4 2020Q3 20236
Standard Family Office LLC 310.01%0.49%1.92%Q4 2020Q3 20226
IvyRock Asset Management (HK) Ltd 6612.47%22.70%30.04%Q2 2022Q3 20236
Nokota Management, LP 510.00%2.30%3.85%Q4 2016Q4 20216
Dynamic Technology Lab Private Ltd 210.06%0.15%0.26%Q1 2014Q3 20236
READYSTATE ASSET MANAGEMENT LP 330.03%0.13%0.19%Q1 2023Q3 20236
DGS Capital Management, LLC 660.19%0.47%0.67%Q4 2021Q1 20236
Cottage Street Advisors LLC 310.24%1.03%1.60%Q4 2017Q3 20236
STUDIO INVESTMENT MANAGEMENT LLC 660.01%0.02%0.02%Q2 2022Q3 20236
FORT PITT CAPITAL GROUP, LLC 310.01%0.02%0.08%Q2 2020Q2 20226
Edmond de Rothschild (Europe) 660.03%0.07%0.10%Q2 2015Q3 20166
Community Financial Services Group, LLC 510.00%0.02%0.06%Q3 2014Q4 20216
JS Capital Management LLC 210.02%0.24%0.64%Q4 2013Q1 20216
MUHLENKAMP & CO INC 550.01%0.23%0.34%Q4 2016Q4 20176
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.59%1.04%1.34%Q2 2022Q3 20236
CMH Wealth Management LLC 661.16%2.11%2.72%Q2 2022Q3 20236
20/20 Capital Management, Inc. 510.12%0.27%0.45%Q4 2019Q2 20216
Scarborough Advisors, LLC 310.06%0.08%0.09%Q4 2021Q3 20236
Blue Trust, Inc. 660.03%0.05%0.07%Q2 2022Q3 20236
Alpha Family Trust 660.43%1.66%2.55%Q2 2022Q3 20236
Foundry Partners, LLC 660.02%0.03%0.05%Q4 2020Q1 20226
Stone Ridge Asset Management LLC 660.90%1.43%2.09%Q4 2014Q1 20166
Gratus Capital, LLC 410.02%0.40%1.48%Q1 2022Q3 20236
Freedman Financial Associates, Inc. 660.26%0.34%0.47%Q4 2020Q1 20226
Optimal Asset Management, Inc. 660.05%0.40%0.64%Q2 2020Q3 20216
Sovereign Financial Group, Inc. 330.09%0.14%0.22%Q3 2021Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.27%0.37%0.59%Q4 2020Q1 20226
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.06%0.22%0.39%Q2 2015Q3 20166
Sterling Financial Planning, Inc. 660.14%0.20%0.29%Q4 2020Q1 20226
Rye Brook Capital LLC 660.14%0.27%0.35%Q4 2021Q1 20236
Friedenthal Financial 660.14%0.40%0.86%Q2 2022Q3 20236
Aequim Alternative Investments LP 550.89%1.28%1.78%Q4 2018Q4 20195
Hoover Financial Advisors, Inc. 550.06%0.14%0.22%Q2 2020Q2 20215
KMS FINANCIAL SERVICES, INC 550.06%0.14%0.23%Q3 2013Q3 20145
Sciencast Management LP 110.04%0.28%0.77%Q2 2017Q2 20235
Tuttle Capital Management, LLC 110.12%0.41%0.84%Q1 2017Q3 20215
Meridian Financial Partners LLC 410.16%0.48%0.73%Q2 2022Q3 20235
Parametrica Management Ltd 210.85%2.30%4.35%Q1 2021Q3 20235
Hayden Royal, LLC 310.15%0.25%0.32%Q4 2018Q4 20215
Ameliora Wealth Management Ltd. 550.01%0.26%0.85%Q3 2022Q3 20235
WEST MICHIGAN ADVISORS, LLC 310.13%0.32%0.60%Q1 2022Q3 20235
CoreCap Advisors, LLC 550.19%0.27%0.36%Q4 2021Q4 20225
Pegasus Partners Ltd. 320.05%0.07%0.08%Q2 2022Q3 20235
Surevest, LLC 550.05%0.19%0.31%Q3 2021Q3 20225
Lauterbach Financial Advisors, LLC 210.18%0.23%0.28%Q4 2021Q3 20235
Crescent Capital Consulting, LLC 550.00%0.04%0.14%Q4 2020Q4 20215
Hall Private Wealth Advisors 410.13%0.29%0.73%Q4 2020Q1 20225
GLENVIEW STATE BANK TRUST DEPT. 550.14%0.29%0.38%Q2 2020Q2 20215
IMC-Chicago, LLC 310.04%2.32%5.96%Q2 2021Q3 20235
Ulysses Management LLC 210.07%1.68%3.81%Q3 2016Q1 20235
MOTIVE WEALTH ADVISORS 310.34%0.40%0.47%Q1 2022Q3 20235
Bluesphere Advisors, LLC 550.30%0.46%0.64%Q3 2021Q3 20225
Balboa Wealth Partners 558.12%12.60%16.92%Q3 2022Q3 20235
Covenant Multifamily Offices, LLC 310.00%0.04%0.06%Q1 2019Q3 20215
Windsor Creek Advisors, LLC 410.06%0.35%0.53%Q1 2020Q3 20215
Theleme Partners LLP 320.55%4.34%8.33%Q3 2015Q4 20175
WARNER FINANCIAL, INC 210.15%0.17%0.24%Q4 2021Q3 20235
APEIRON CAPITAL Ltd 411.34%9.41%18.70%Q4 2020Q4 20225
CONSILIO WEALTH ADVISORS, LLC 550.19%0.31%0.37%Q3 2022Q3 20235
Bridgewater Advisors Inc. 550.05%0.24%0.36%Q2 2021Q2 20225
AFT, FORSYTH & COMPANY, INC. 210.11%0.30%0.54%Q4 2017Q4 20215
IVC Wealth Advisors LLC 320.14%0.16%0.20%Q1 2022Q3 20235
Waratah Capital Advisors Ltd. 310.02%0.22%0.74%Q4 2015Q4 20225
BARRETT & COMPANY, INC. 550.04%0.07%0.10%Q3 2022Q3 20235
IAM Advisory, LLC 320.14%0.22%0.36%Q4 2020Q3 20225
Infini Master Fund 320.46%3.70%7.80%Q4 2020Q1 20225
Altimeter Capital Management 410.12%0.34%0.98%Q4 2017Q3 20225
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 220.18%16.92%65.48%Q4 2020Q2 20225
Trevian Wealth Management LLC 210.22%0.61%1.92%Q4 2021Q3 20235
FIRST MIDWEST BANK TRUST DIVISION 550.04%0.04%0.07%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.06%0.11%0.14%Q1 2015Q1 20165
EverPoint Asset Management, LLC 310.05%0.11%0.17%Q2 2014Q3 20165
AnglePoint Asset Management Ltd 320.47%2.45%9.49%Q2 2022Q3 20235
Liontrust Investment Partners LLP 550.08%0.18%0.29%Q3 2022Q3 20235
Unison Asset Management LLC 550.42%0.69%0.98%Q3 2022Q3 20235
WADDELL & REED FINANCIAL INC 320.08%0.20%0.35%Q2 2015Q3 20175
Biltmore Capital Advisors LLC 550.15%0.59%0.94%Q4 2020Q4 20215
TCWP LLC 550.04%0.18%0.41%Q4 2021Q4 20225
Melvin Capital Management LP 410.28%0.50%0.94%Q1 2016Q3 20195
Kerntke Otto McGlone Wealth Management Group 310.10%0.22%0.40%Q4 2020Q2 20225
First Western Trust Bank 320.00%0.01%0.02%Q1 2022Q3 20235
Truadvice, LLC 320.06%0.38%1.61%Q4 2020Q3 20235
ENGINE NO. 1 LLC 320.46%2.68%8.15%Q2 2021Q3 20225
WILLIAMS JONES & ASSOCIATES LLC 310.01%0.01%0.01%Q2 2017Q4 20185
BREITER CAPITAL MANAGEMENT INC 410.29%0.37%0.44%Q4 2020Q1 20225
Greenlight Capital 410.76%2.03%6.04%Q1 2020Q4 20215
Lagoda Investment Management, L.P. 552.40%4.44%7.06%Q3 2017Q3 20185
KWMG, LLC 410.01%0.01%0.03%Q2 2018Q3 20215
Colony Family Offices, LLC 410.94%1.52%2.10%Q1 2021Q1 20235
jvl associates llc 210.10%0.13%0.16%Q4 2021Q3 20235
C-J Advisory, Inc. 550.00%0.01%0.01%Q3 2016Q3 20175
BURNHAM ASSET MANAGEMENT CORP /NY/ 550.14%0.35%0.57%Q3 2013Q3 20145
Howard Capital Management Inc. 320.07%0.13%0.32%Q3 2020Q4 20215
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 410.00%0.01%0.07%Q3 2018Q4 20225
White Lighthouse Investment Management Inc. 320.08%0.18%0.42%Q1 2020Q3 20235
Unigestion Holding SA 550.08%0.12%0.18%Q3 2022Q3 20235
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 214.25%5.52%7.09%Q3 2014Q1 20185
KG&L Capital Management,LLC 550.12%0.38%0.64%Q3 2022Q3 20235
Ocean Capital Management, LLC 310.13%0.69%1.38%Q4 2018Q2 20225
TITLEIST CAPITAL, LLC 555.33%8.71%10.96%Q4 2021Q4 20225
Bridgefront Capital, LLC 320.07%0.33%0.68%Q1 2021Q1 20235
Ovata Capital Management Ltd 440.00%0.00%0.01%Q3 2020Q2 20215
OTTER CREEK MANAGEMENT INC 410.86%1.75%2.95%Q2 2014Q3 20155
LEVEL FOUR FINANCIAL, LLC 440.00%0.74%1.89%Q4 2020Q3 20215
QUANTUM CAPITAL MANAGEMENT 550.03%0.16%0.51%Q3 2019Q3 20205
Brandywine Global Investment Management, LLC 550.00%0.00%0.00%Q3 2016Q3 20175
QUEST CAPITAL MANAGEMENT INC /ADV 550.06%0.07%0.08%Q4 2020Q4 20215
Retirement Solution Inc. 320.12%0.16%0.23%Q2 2022Q3 20235
UNITED MARITIME CAPITAL LLC 320.59%0.91%1.22%Q4 2020Q1 20225
Wealthstreet Investment Advisors, LLC 550.05%0.09%0.11%Q1 2020Q1 20215
SCS Capital Management LLC 550.09%0.11%0.13%Q3 2022Q3 20235
Privium Fund Management B.V. 410.28%3.35%8.41%Q2 2022Q3 20235
Dash Acquisitions Inc. 320.11%0.20%0.26%Q1 2022Q3 20235
FIRST NEW YORK SECURITIES LLC /NY 210.00%0.22%0.69%Q2 2013Q3 20145
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.03%0.05%Q4 2019Q3 20235
Fore Research & Management, LP 210.01%1.05%1.96%Q1 2014Q2 20175
S.C. Financial Services, Inc. 550.44%0.82%1.04%Q4 2021Q4 20225
Goodman Advisory Group, LLC 550.10%0.74%1.35%Q4 2021Q4 20225
ICC CAPITAL MANAGEMENT INC/ 550.09%0.14%0.17%Q1 2014Q1 20155
Bell Bank 310.02%0.08%0.19%Q4 2020Q3 20235
First Financial Bank - Trust Division 310.03%0.03%0.04%Q2 2018Q2 20215
FORTALEZA ASSET MANAGEMENT INC/ 410.00%0.35%0.60%Q3 2013Q4 20145
SMITH CHAS P & ASSOCIATES PA CPAS 210.02%0.02%0.02%Q4 2021Q3 20235
MCDONALD PARTNERS LLC 550.00%0.06%0.11%Q2 2021Q2 20225
RETIREMENT INCOME SOLUTIONS, INC 550.09%0.10%0.12%Q4 2020Q4 20215
OLIO Financial Planning 210.12%0.14%0.16%Q4 2021Q3 20235
Roundview Capital LLC 410.04%0.12%0.20%Q1 2015Q3 20235
Global Wealth Strategies & Associates 550.07%0.13%0.17%Q4 2022Q4 20235
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 550.02%0.09%0.15%Q1 2017Q1 20185
Banco BTG Pactual S.A. 210.06%0.13%0.22%Q2 2019Q3 20235
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 210.02%0.07%0.14%Q4 2021Q3 20235
Flat Footed LLC 550.43%7.69%15.40%Q3 2022Q3 20235
WESTERN FINANCIAL Corp 550.34%0.72%0.95%Q2 2021Q2 20225
Flight Deck Capital, LP 321.65%2.99%5.02%Q2 2022Q3 20235
Family Capital Trust Co 550.00%0.00%0.00%Q3 2017Q3 20185
Albar Capital Ltd 311.19%4.38%9.18%Q3 2019Q3 20215
Arabesque Asset Management Ltd 320.30%0.92%1.32%Q3 2020Q4 20225
Fulcrum Asset Management LLP 410.18%2.27%3.76%Q3 2020Q4 20215
Seminole Management Co., Inc. 321.46%2.95%4.21%Q3 2016Q2 20185
HM Capital Management, LLC 310.09%0.11%0.13%Q4 2020Q3 20225
Clal Insurance Enterprises Holdings Ltd 410.33%0.57%0.78%Q4 2021Q3 20235
Alta Advisers Ltd 550.52%0.95%1.19%Q3 2022Q3 20235
Oldfather Financial Services, LLC 410.11%0.12%0.13%Q4 2020Q2 20225
TIGER CONSUMER MANAGEMENT, LP 552.10%3.84%5.28%Q4 2013Q4 20145
Harrington Investments, INC 550.31%0.62%0.92%Q3 2017Q3 20185
Intergy Private Wealth, LLC 320.12%0.19%0.27%Q4 2021Q3 20235
NuWave Investment Management, LLC 310.01%0.33%0.84%Q1 2020Q3 20225
TWIN FOCUS CAPITAL PARTNERS, LLC 410.05%0.06%0.07%Q3 2021Q2 20235
ALPHASIMPLEX GROUP, LLC 320.09%1.14%2.55%Q3 2020Q3 20225
IFC Holdings Incorporated/FL 410.02%0.03%0.03%Q2 2016Q4 20175
Newport Wealth Strategies, Inc. 550.18%0.23%0.29%Q3 2020Q3 20215
PURSUE WEALTH PARTNERS LLC 410.02%1.96%3.40%Q1 2022Q3 20235
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 320.01%0.02%0.02%Q4 2021Q3 20235
IronBridge Private Wealth, LLC 550.03%0.03%0.04%Q4 2020Q4 20215
LAKEWOOD CAPITAL MANAGEMENT, LP 310.24%0.51%0.96%Q4 2013Q1 20195
PROFESSIONAL PLANNING 410.71%2.20%2.71%Q2 2020Q3 20215
Global Financial Private Capital, Inc 550.02%0.04%0.06%Q3 2017Q3 20185
ROMANO BROTHERS AND COMPANY 550.09%0.20%0.35%Q3 2022Q3 20235
Trail Ridge Investment Advisors, LLC 550.22%0.45%0.69%Q4 2021Q4 20225
JAT CAPITAL MANAGEMENT, L.P. 553.72%4.34%5.83%Q1 2014Q1 20155
Princeton Portfolio Strategies Group LLC 550.06%0.12%0.15%Q2 2020Q2 20215
RAM Investment Partners, LLC 550.24%0.38%0.43%Q4 2022Q4 20235
Altavista Wealth Management, Inc. 550.08%0.09%0.10%Q4 2020Q4 20215
BERRY GROUP, LLC 550.21%0.43%0.82%Q4 2019Q4 20205
B.O.S.S. Retirement Advisors, LLC 550.34%0.70%0.90%Q4 2022Q4 20235
Red Tortoise LLC 410.00%0.01%0.01%Q3 2021Q3 20235
WealthSpring Partners, LLC 550.18%0.31%0.42%Q3 2022Q3 20235
Syverson Strege & Co 320.00%0.02%0.05%Q1 2021Q1 20235
Kanen Wealth Management LLC 310.05%0.09%0.14%Q3 2021Q2 20235
Menard Financial Group LLC 320.45%0.66%0.94%Q3 2020Q3 20235
Welch Group, LLC 210.01%0.02%0.02%Q4 2021Q3 20235
ENZI WEALTH 550.12%0.19%0.25%Q3 2022Q3 20235
Blue Ridge Capital, L.L.C. 320.39%0.66%1.16%Q3 2013Q4 20165
FOX RUN MANAGEMENT, L.L.C. 410.08%0.18%0.32%Q3 2017Q3 20225
Colonial Trust Co / SC 550.03%0.06%0.11%Q3 2022Q3 20235
LBMC INVESTMENT ADVISORS, LLC 320.03%0.04%0.05%Q2 2022Q3 20235
PUBLIC INVESTMENT FUND 550.75%56.69%100.00%Q4 2018Q4 20195
ADVISOR PARTNERS II, LLC 550.37%0.93%1.54%Q3 2022Q3 20235
Dakota Community Bank & Trust NA 550.30%0.58%0.72%Q3 2022Q3 20235
Prime Capital Management Co Ltd 5544.69%54.54%70.78%Q3 2022Q3 20235
Pinpoint Asset Management Ltd 310.20%3.06%10.06%Q3 2020Q3 20235
Cresta Advisors, Ltd. 550.18%0.28%0.53%Q3 2022Q3 20235
DE BURLO GROUP INC 320.00%2.08%4.17%Q2 2022Q3 20235
H2O AM LLP 410.00%0.08%0.19%Q3 2019Q4 20205
Sea Otter Advisors LLC 330.32%1.37%2.50%Q1 2023Q3 20235
Delphi Private Advisors LLC 310.00%0.02%0.08%Q4 2015Q2 20175
Quaker Wealth Management, LLC 310.09%0.16%0.23%Q3 2020Q2 20234
Divergent Wealth Advisors 310.02%0.06%0.10%Q1 2018Q3 20204
Alphinity Investment Management Pty Ltd 440.01%0.23%0.39%Q4 2021Q3 20224
Arden Trust Co 440.07%0.10%0.13%Q1 2023Q4 20234
Providence Capital Advisors, LLC 310.00%0.01%0.02%Q4 2019Q3 20224
Private Wealth Advisors, LLC 440.13%0.16%0.20%Q4 2020Q3 20214
Nikulski Financial, Inc. 210.10%0.11%0.12%Q1 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.02%0.05%0.07%Q1 2010Q3 20234
SMITH ASSET MANAGEMENT GROUP LP 440.44%0.58%0.88%Q3 2020Q2 20214
Neo Ivy Capital Management 210.02%0.50%0.76%Q1 2019Q2 20204
Meeder Advisory Services, Inc. 440.46%0.68%0.82%Q4 2022Q3 20234
Gunderson Capital Management Inc. 310.86%3.34%4.60%Q1 2020Q4 20234
Fiduciary Planning LLC 310.03%0.17%0.41%Q3 2020Q3 20214
Hudson Capital Management LLC 220.09%0.13%0.20%Q2 2022Q3 20234
First Command Advisory Services, Inc. 310.00%0.00%0.01%Q3 2022Q3 20234
Strategic Vision Investment Ltd 440.33%6.63%10.27%Q4 2017Q3 20184
Panview Asian Equity Master Fund 442.81%6.78%10.78%Q3 2022Q2 20234
Abbot Financial Management, Inc. 310.13%0.20%0.25%Q2 2022Q3 20234
AlphaCore Capital LLC 310.05%0.09%0.16%Q1 2020Q3 20234
Resolute Advisors LLC 440.01%0.01%0.02%Q4 2020Q3 20214
Atlas Private Wealth Management, LLC 310.00%0.01%0.02%Q4 2019Q1 20214
Johnson Financial Group, LLC 310.05%0.08%0.10%Q2 2021Q3 20224
COBALT CAPITAL MANAGEMENT, INC. 210.36%0.47%0.54%Q3 2014Q2 20184
Single Point Partners, LLC 210.06%0.25%0.77%Q1 2022Q2 20234
PagnatoKarp Partners LLC 310.04%0.11%0.23%Q3 2017Q1 20204
WJ Wealth Management, LLC 220.13%0.30%0.76%Q2 2020Q3 20234
Ullmann Wealth Partners Group, LLC 220.04%0.05%0.06%Q1 2017Q3 20234
Future Financial Wealth Managment LLC 310.24%0.35%0.61%Q4 2020Q2 20224
Bridgewealth Advisory Group, LLC 440.45%0.64%0.79%Q4 2022Q3 20234
Lion Street Advisors, LLC 310.11%0.36%0.74%Q2 2021Q3 20234
Pettinga Financial Advisors LLC 310.06%0.07%0.08%Q3 2021Q2 20234
Connacht Asset Management LP 220.51%0.87%1.55%Q2 2022Q2 20234
AustralianSuper Pty Ltd 440.02%0.41%1.34%Q4 2022Q3 20234
Symmetry Investments LP 210.12%0.55%0.98%Q3 2021Q2 20234
Per Stirling Capital Management, LLC. 440.07%0.17%0.22%Q4 2022Q3 20234
PATTON FUND MANAGEMENT, INC. 210.06%0.58%1.14%Q4 2020Q3 20234
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 440.13%0.49%0.72%Q2 2020Q1 20214
Moser Wealth Advisors, LLC 310.01%0.03%0.05%Q4 2019Q3 20224
First Capital Advisors Group, LLC. 210.00%0.12%0.20%Q1 2018Q2 20234
Aprio Wealth Management, LLC 310.11%0.14%0.19%Q3 2022Q3 20234
Peak Financial Management, Inc. 220.08%0.14%0.22%Q4 2020Q3 20234
Matisse Capital 440.46%0.63%0.76%Q4 2022Q3 20234
Berkeley Capital Partners, LLC 440.24%0.40%0.47%Q4 2022Q3 20234
Well Done, LLC 110.00%0.04%0.12%Q1 2018Q3 20234
Mosaic Advisors LLC 440.16%1.48%3.66%Q1 2021Q4 20214
Paul John Balson 440.54%1.61%2.92%Q1 2020Q4 20204
Trinity Financial Advisors LLC 210.12%0.15%0.20%Q4 2020Q2 20234
FULLER & THALER ASSET MANAGEMENT, INC. 440.00%0.03%0.05%Q1 2014Q4 20144
Railway Pension Investments Ltd 220.03%0.12%0.28%Q4 2018Q2 20204
ANCORA FAMILY WEALTH ADVISORS, LLC 440.08%0.10%0.11%Q4 2015Q3 20164
Fortis Group Advisors, LLC 310.10%0.15%0.18%Q3 2020Q3 20234
Brightworth 220.02%0.02%0.03%Q4 2020Q1 20224
LGL PARTNERS, LLC 110.00%0.02%0.05%Q4 2021Q3 20234
Relative Value Partners Group, LLC 310.07%0.13%0.30%Q1 2022Q3 20234
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.03%0.05%Q1 2021Q1 20224
Landmark Financial Advisors, LLC 440.10%0.11%0.14%Q4 2020Q3 20214
Intrepid Financial Planning Group LLC 310.11%0.13%0.14%Q3 2022Q3 20234
CT Financial Advisors LLC 440.01%0.01%0.01%Q2 2016Q1 20174
Pointe Capital Management LLC 310.09%0.14%0.17%Q3 2021Q1 20234
B. Metzler seel. Sohn & Co. Holding AG 440.35%0.40%0.44%Q4 2020Q3 20214
Diversified Portfolios, Inc. 220.08%0.19%0.28%Q2 2021Q3 20224
qPULA Trading Management LP 310.82%1.76%2.75%Q4 2020Q1 20224
OAKBROOK INVESTMENTS LLC 210.01%0.02%0.06%Q2 2013Q4 20194
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 440.06%0.07%0.08%Q1 2017Q4 20174
BADGLEY PHELPS & BELL INC 440.02%0.02%0.03%Q3 2020Q2 20214
Venator Capital Management Ltd. 311.14%2.83%4.36%Q4 2018Q3 20204
Newman & Schimel, LLC 310.10%0.14%0.16%Q3 2021Q4 20224
Arvest Bank Trust Division 440.02%0.03%0.03%Q4 2020Q3 20214
Advanced Asset Management Advisors Inc 310.01%0.06%0.09%Q3 2020Q4 20224
Hel Ved Capital Management Ltd 210.15%5.19%8.30%Q3 2022Q3 20234
Alta Park Capital, LP 211.42%2.53%4.41%Q4 2015Q4 20174
4J Wealth Management LLC 441.20%1.59%2.39%Q4 2022Q3 20234
Founders Fund IV Management, LLC 44100.00%100.00%100.00%Q4 2016Q3 20174
Freemont Management S.A. 310.58%1.10%1.93%Q2 2022Q2 20234
Ardevora Asset Management LLP 440.01%0.68%0.96%Q1 2022Q4 20224
BOARDMAN BAY CAPITAL MANAGEMENT LLC 110.34%1.53%3.64%Q2 2016Q2 20194
CANANDAIGUA NATIONAL BANK & TRUST CO 440.05%0.05%0.06%Q1 2023Q4 20234
Quaero Capital S.A. 440.37%0.69%1.44%Q4 2022Q3 20234
Lorem Ipsum Management, LLC 210.01%2.54%6.23%Q1 2015Q1 20164
ARS Wealth Advisors, LLC 440.07%0.09%0.12%Q3 2020Q2 20214
Aristides Capital LLC 220.19%1.13%2.41%Q3 2021Q4 20224
Golden State Equity Partners 220.30%0.40%0.46%Q1 2021Q3 20234
Union Point Advisors, LLC 310.85%2.25%5.14%Q4 2013Q1 20154
PGIM Custom Harvest LLC 310.01%0.02%0.04%Q3 2021Q3 20234
Foxhaven Asset Management, LP 312.15%2.73%3.14%Q1 2019Q1 20204
Virtus ETF Advisers LLC 310.18%0.28%0.44%Q2 2022Q3 20234
OAK FAMILY ADVISORS, LLC 440.26%0.38%0.55%Q4 2021Q3 20224
Electron Capital Partners, LLC 210.90%6.65%16.94%Q3 2016Q4 20224
Vancity Investment Management Ltd 310.03%0.04%0.05%Q4 2020Q1 20224
Weitzel Financial Services, Inc. 310.14%0.18%0.23%Q3 2022Q3 20234
Index Management Solutions, LLC 310.01%0.04%0.08%Q3 2014Q3 20154
InTrack Investment Management Inc 210.27%0.46%0.67%Q2 2022Q4 20234
Greenwoods Asset Management Ltd 310.75%1.75%2.98%Q4 2019Q4 20204
EMC Capital Management 440.03%0.17%0.43%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 210.03%0.09%0.24%Q4 2020Q3 20234
BEACONLIGHT CAPITAL, LLC 110.59%0.89%1.17%Q2 2021Q4 20224
Better Money Decisions, LLC 310.02%0.06%0.10%Q1 2021Q2 20224
DC Investments Management, LLC 210.14%0.35%0.74%Q4 2018Q2 20204
Pachira Investments Inc. 210.16%0.52%1.46%Q4 2021Q2 20234
Bollard Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Shamrock Asset Management LLC 310.00%0.00%0.00%Q4 2016Q3 20194
WealthStone, Inc. 440.14%0.61%0.84%Q2 2020Q1 20214
Cardinal Point Wealth Management LLC 441.59%1.77%1.89%Q4 2020Q3 20214
Y.D. More Investments Ltd 440.26%0.31%0.37%Q4 2022Q3 20234
SWM Advisors 440.76%0.88%0.93%Q4 2021Q3 20224
Twelve Points Wealth Management LLC 310.15%0.18%0.24%Q3 2022Q3 20234
Financial Council Asset Management Inc 310.20%0.26%0.38%Q3 2022Q3 20234
Roberts Capital Advisors, LLC 443.30%3.73%4.12%Q4 2021Q3 20224
Noven Financial Group, Inc. 310.13%0.15%0.17%Q2 2017Q3 20194
Whelan Financial 210.10%0.14%0.20%Q1 2022Q3 20234
Collaborative Wealth Managment Inc. 110.12%0.14%0.15%Q1 2021Q2 20234
Greenland Capital Management LP 110.04%0.06%0.11%Q1 2023Q3 20234
IMPACTfolio, LLC 440.36%0.46%0.57%Q4 2021Q3 20224
Andrew Hill Investment Advisors, Inc. 440.83%2.22%3.68%Q4 2021Q3 20224
Fifth Third Wealth Advisors LLC 440.38%0.45%0.53%Q1 2023Q4 20234
Vahanian & Associates Financial Planning Inc. 441.40%1.96%3.03%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.46%0.50%0.61%Q4 2021Q3 20224
Teramo Advisors, LLC 220.04%0.09%0.15%Q2 2022Q3 20224
FIR TREE CAPITAL MANAGEMENT LP 111.10%2.10%3.24%Q4 2017Q1 20224
Jericho Capital Asset Management L.P. 310.26%2.37%8.44%Q2 2020Q1 20224
SAXON INTERESTS, INC. 210.12%0.21%0.42%Q1 2022Q3 20234
Artal Group S.A. 210.04%0.23%0.35%Q1 2015Q4 20224
CCM INVESTMENT ADVISERS LLC 440.74%1.45%1.84%Q4 2022Q3 20234
MAS Advisors LLC 440.14%0.23%0.33%Q4 2021Q3 20224
LVM CAPITAL MANAGEMENT LTD/MI 440.03%0.07%0.15%Q4 2022Q3 20234
NCM Capital Management, LLC 210.15%0.22%0.29%Q1 2022Q3 20234
MSD Partners, L.P. 210.16%0.80%1.29%Q1 2018Q1 20214
Fortress Wealth Management, Inc. 210.16%0.22%0.27%Q4 2021Q3 20234
MILLER WEALTH ADVISORS, LLC 440.01%0.14%0.49%Q4 2022Q3 20234
Brevan Howard Capital Management LP 440.02%0.03%0.04%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.01%0.03%0.05%Q4 2021Q3 20224
Newlands Management Operations LLC 446.82%8.80%10.50%Q4 2022Q3 20234
LUPO SECURITIES, LLC 440.03%0.12%0.19%Q4 2014Q3 20154
PayPay Securities Corp 440.88%2.96%4.34%Q4 2022Q3 20234
Integrity Advisory, LLC 440.37%0.42%0.54%Q1 2022Q4 20224
Cardinal Point Wealth Management Partners, LLC 441.65%2.05%2.49%Q4 2021Q3 20224
Lloyd Park, LLC 440.34%0.50%0.68%Q4 2021Q3 20224
H. L. Ormond & Company, LLC 440.95%1.22%1.56%Q4 2021Q3 20224
HILL ISLAND FINANCIAL LLC 220.12%0.12%0.13%Q2 2022Q3 20234
Bryant Woods Investment Advisors, LLC 310.18%0.20%0.24%Q1 2022Q2 20234
Mass Ave Global Inc. 440.86%2.09%4.13%Q4 2021Q3 20224
Life Planning Partners, Inc 440.70%0.89%1.02%Q4 2021Q3 20224
Planning Center, Inc. 440.32%0.99%2.56%Q4 2021Q3 20224
Hoxton Financial, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
HERITAGE INVESTORS MANAGEMENT CORP 210.01%0.01%0.01%Q4 2021Q3 20234
Treasure Coast Financial Planning 220.14%0.24%0.49%Q4 2021Q3 20234
Hutchin Hill Capital, LP 220.01%0.05%0.12%Q4 2013Q1 20154
Capasso Planning Partners LLC 440.19%0.38%0.50%Q1 2022Q4 20224
SUNFLOWER BANK, NA WEALTH MANAGEMENT 220.07%0.08%0.09%Q4 2017Q3 20204
Vienna Asset Management LLC 441.18%5.71%13.18%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.50%0.76%0.98%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.03%0.08%0.14%Q4 2022Q3 20234
KEYWISE CAPITAL MANAGEMENT Ltd 4411.26%16.44%22.42%Q1 2017Q4 20174
My Personal CFO, LLC 440.12%0.19%0.22%Q4 2022Q3 20234
Bronte Capital Management Pty Ltd. 314.02%4.64%4.90%Q4 2018Q4 20194
KFG WEALTH MANAGEMENT, LLC 440.37%0.41%0.47%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.18%0.39%0.52%Q4 2022Q3 20234
Carr Financial Group Corp 440.14%0.28%0.38%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.18%0.91%1.25%Q4 2022Q3 20234
SAC Capital Advisors LP 440.00%0.01%0.02%Q2 2013Q1 20144
ARMSTRONG ADVISORY GROUP, INC 440.02%0.04%0.05%Q4 2022Q3 20234
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 440.36%0.56%0.68%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.09%0.32%0.53%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.34%0.48%0.59%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.09%0.16%0.37%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.39%0.71%0.95%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.00%0.01%0.01%Q4 2022Q3 20234
FSM Wealth Advisors, LLC 310.21%0.25%0.30%Q3 2022Q3 20234
James J. Burns & Company, LLC 310.19%0.26%0.32%Q3 2022Q3 20234
Cardinal Point Capital Management, ULC 440.66%0.97%1.22%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.32%0.52%0.63%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.25%0.41%0.49%Q4 2022Q3 20234
MGO Private Wealth, LLC 440.19%0.76%2.04%Q3 2022Q2 20234
Hoxton Planning & Management, LLC 440.13%0.39%0.56%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.29%0.45%0.54%Q4 2022Q3 20234
RFP Financial Group LLC 440.07%0.13%0.17%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.04%0.12%0.19%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 440.12%0.15%0.18%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.16%0.23%0.29%Q4 2022Q3 20234
Left Brain Wealth Management, LLC 440.73%3.37%4.77%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.05%0.08%Q4 2022Q3 20234
Hilltop Partners LLC 440.24%0.35%0.42%Q4 2022Q3 20234
Retirement Investment Advisors, Inc. 440.13%0.19%0.22%Q4 2022Q3 20234
DoubleLine ETF Adviser LP 442.69%4.40%5.07%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.21%0.47%0.92%Q4 2022Q3 20234
Legato Capital Management LLC 440.36%0.44%0.48%Q4 2022Q3 20234
New Hampshire Trust 440.34%0.71%0.89%Q4 2022Q3 20234
SP Asset Management LLC 440.09%0.14%0.16%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.03%0.05%0.06%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.41%0.57%0.65%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.06%0.16%Q4 2022Q3 20234
Olistico Wealth, LLC 440.54%1.00%1.20%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.36%0.77%1.08%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.19%0.30%0.36%Q4 2022Q3 20234
HF Advisory Group, LLC 440.67%0.91%1.06%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.06%0.10%0.12%Q4 2022Q3 20234
VitalStone Financial, LLC 440.12%0.33%0.64%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.07%0.12%0.15%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.19%0.24%0.31%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.05%0.08%0.10%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 440.48%0.68%0.76%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 440.39%0.47%0.51%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.26%0.37%0.42%Q4 2022Q3 20234
PALO ALTO WEALTH ADVISORS, LLC 440.41%0.55%0.68%Q4 2022Q3 20234
Great Waters Wealth Management 440.09%0.13%0.16%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.00%0.02%0.03%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 440.75%1.08%1.24%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.12%0.18%0.21%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.18%0.22%0.26%Q4 2022Q3 20234
Semus Wealth Partners LLC 442.00%3.15%3.78%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.18%0.26%0.30%Q4 2022Q3 20234
MRP Capital Investments, LLC 440.09%0.98%2.55%Q4 2022Q3 20234
River Street Advisors LLC 440.28%0.44%0.54%Q4 2022Q3 20234
LWMG, LLC 440.08%0.12%0.14%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.89%1.42%1.76%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.14%0.19%0.22%Q4 2022Q3 20234
LGT Financial Advisors LLC 440.40%0.48%0.64%Q4 2022Q3 20234
STF Management LP 442.86%3.50%4.19%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.16%0.21%0.24%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.65%0.95%1.12%Q4 2022Q3 20234
Owen LaRue, LLC 440.96%0.99%1.01%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.35%0.57%0.79%Q4 2022Q3 20234
VIAWEALTH, LLC 440.58%0.93%1.16%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.32%0.46%0.54%Q4 2022Q3 20234
Financial Freedom, LLC 440.02%0.02%0.04%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.11%0.18%0.22%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.26%0.41%0.56%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.31%0.83%1.92%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.12%0.14%0.17%Q4 2022Q3 20234
Atlas Wealth Partners, LLC 441.15%1.60%1.83%Q4 2022Q3 20234
Park Place Capital Corp 440.03%0.06%0.08%Q4 2022Q3 20234
CIC Wealth, LLC 440.16%0.27%0.32%Q4 2022Q3 20234
Massachusetts Wealth Management 440.24%0.32%0.39%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.09%0.22%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BEACON FINANCIAL PLANNING, INC 442.17%3.23%3.77%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 440.35%0.41%0.48%Q4 2022Q3 20234
Cravens & Co Advisors, LLC 440.67%0.85%0.98%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 441.80%2.53%3.19%Q4 2022Q3 20234
Financial Alternatives, Inc 440.37%0.58%0.70%Q4 2022Q3 20234
LBP AM SA 440.52%0.77%0.94%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.22%0.34%0.40%Q4 2022Q3 20234
Hyperion Partners, LLC 440.22%0.38%0.48%Q4 2022Q3 20234
Eaton Financial Holdings Company, LLC 440.37%0.97%1.47%Q4 2022Q3 20234
Buck Wealth Strategies, LLC 310.24%0.28%0.32%Q3 2022Q3 20234
Whitaker-Myers Wealth Managers, LTD. 440.21%0.41%0.57%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.76%0.83%0.90%Q1 2023Q4 20234
Quintet Private Bank (Europe) S.A. 310.63%0.72%0.85%Q2 2022Q3 20234
Portside Wealth Group, LLC 220.01%0.15%0.31%Q2 2023Q3 20234
MYECFO, LLC 440.18%0.31%0.47%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 440.54%0.73%0.83%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 330.07%0.24%0.40%Q1 2023Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.53%0.89%1.10%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.28%0.54%0.68%Q4 2022Q3 20234
Knollwood Investment Advisory, LLC 440.20%0.37%0.60%Q4 2022Q3 20234
Meritage Group LP 220.31%0.48%0.78%Q2 2013Q2 20164
CADIAN CAPITAL MANAGEMENT, LP 210.19%2.68%4.94%Q2 2013Q1 20144
Palisades Hudson Asset Management, L.P. 220.14%0.16%0.17%Q4 2021Q3 20234
HALL LAURIE J TRUSTEE 440.02%0.03%0.03%Q4 2021Q3 20224
FIRST NATIONAL BANK OF OMAHA 440.02%0.02%0.02%Q3 2020Q2 20214
FIRST HORIZON CORP 440.16%0.20%0.26%Q3 2020Q2 20214
EMORY UNIVERSITY 440.00%0.01%0.02%Q1 2013Q4 20134
Dorsey Wright & Associates 220.22%0.39%0.50%Q3 2020Q1 20224
CALDWELL SUTTER CAPITAL, INC. 440.02%0.03%0.06%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.01%0.05%0.09%Q4 2022Q3 20234
ARGUS INVESTORS' COUNSEL, INC. 440.10%0.13%0.17%Q2 2018Q1 20194
Hodges Capital Management Inc. 440.20%0.43%0.57%Q4 2022Q3 20234
Private Wealth Partners, LLC 310.02%0.12%0.17%Q4 2020Q3 20234
F&C Asset Management plc 440.02%0.04%0.05%Q2 2013Q1 20144
First Bancorp, Inc /ME/ 310.27%0.29%0.32%Q1 2021Q1 20224
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 310.27%4.98%8.73%Q4 2019Q2 20224
Saturna Capital CORP 310.00%0.01%0.01%Q4 2015Q3 20224
Legg Mason Asset Management (Japan) Co., Ltd. 440.25%0.29%0.35%Q1 2021Q4 20214
Scott & Selber, Inc. 220.09%0.39%0.78%Q2 2022Q3 20234
Eton Park Capital Management, L.P. 440.57%0.66%0.72%Q1 2014Q4 20144
JAMES INVESTMENT RESEARCH INC 440.01%0.01%0.01%Q2 2022Q1 20234
Trellus Management Company, LLC 210.94%2.86%6.24%Q3 2018Q4 20224
Country Club Trust Company, n.a. 440.04%0.06%0.10%Q1 2021Q4 20214
OVERSEA-CHINESE BANKING Corp Ltd 440.06%0.20%0.56%Q4 2022Q3 20234
Pine River Capital Management L.P. 210.00%0.05%0.11%Q3 2013Q1 20174
RESOURCE CONSULTING GROUP INC 440.11%0.15%0.20%Q4 2021Q3 20224
SUMMITRY LLC 310.02%0.02%0.02%Q3 2022Q3 20234
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 440.80%0.99%1.15%Q3 2017Q2 20184
SPHINX TRADING, LP 210.13%0.84%1.81%Q3 2016Q2 20184
GUARDIAN CAPITAL LP 440.01%0.03%0.04%Q4 2021Q3 20224
MARATHON CAPITAL MANAGEMENT 310.08%0.10%0.12%Q2 2021Q2 20224
Mount Lucas Management LP 440.06%0.07%0.08%Q4 2021Q3 20224
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 440.25%0.79%1.58%Q4 2019Q3 20204
BRAUN STACEY ASSOCIATES INC 440.21%0.54%0.80%Q1 2022Q4 20224
CHAPIN DAVIS, INC. 440.17%0.45%0.62%Q4 2022Q3 20234
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 310.00%0.01%0.02%Q4 2019Q1 20224
LEO BROKERAGE, LLC 210.07%0.09%0.10%Q4 2020Q2 20234
ABEILLE ASSET MANAGEMENT SA 440.84%1.06%1.33%Q1 2022Q4 20224
CLINTON GROUP INC 310.07%0.14%0.24%Q2 2013Q1 20164
CORNERSTONE CAPITAL MANAGEMENT LLC 440.64%0.87%1.13%Q1 2014Q4 20144
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.01%Q4 2022Q3 20234
PRIVATE CAPITAL MANAGEMENT INC 440.22%0.27%0.35%Q4 2015Q3 20164
CROSSLINK CAPITAL INC 441.07%2.13%2.90%Q2 2018Q1 20194
Personal Wealth Partners 310.00%0.01%0.02%Q2 2019Q2 20214
TRUEFG, LLC 310.09%0.11%0.12%Q3 2021Q2 20234
MBM Wealth Consultants, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Nalls Sherbakoff Group, LLC 310.00%0.10%0.20%Q4 2018Q3 20234
Shorepoint Capital Partners LLC 220.07%0.08%0.10%Q4 2021Q1 20234
KilterHowling LLC 440.26%0.29%0.33%Q4 2021Q3 20224
Bell Rock Capital LLC 310.00%0.00%0.01%Q2 2017Q1 20194
Integris Wealth Management, LLC 440.22%0.31%0.38%Q4 2022Q3 20234
All Season Financial Advisors, Inc. 310.16%0.24%0.31%Q3 2021Q3 20224
Spouting Rock Asset Management, LLC 210.07%0.10%0.13%Q2 2020Q3 20234
Boundary Creek Advisors LP 440.45%1.20%1.70%Q2 2022Q1 20234
Machina Capital S.A.S. 210.03%0.51%1.05%Q1 2019Q3 20234
WELD CAPITAL MANAGEMENT LLC 110.07%0.44%0.74%Q4 2018Q2 20214
Pathway Financial Advisors LLC 310.00%0.03%0.10%Q4 2017Q3 20234
Yong Rong (HK) Asset Management Ltd 110.16%19.24%69.09%Q1 2019Q3 20234
Imprint Wealth LLC 330.65%0.84%0.97%Q1 2023Q3 20233
Sterling Group Wealth Management, LLC 330.30%0.33%0.36%Q1 2023Q3 20233
KEYSTONE WEALTH PARTNERS 220.44%0.52%0.56%Q4 2020Q1 20213
MKD WEALTH COACHES, LLC 330.01%0.01%0.02%Q4 2018Q2 20193
Private Wealth Strategies, L.L.C. 330.06%0.06%0.06%Q1 2023Q3 20233
Social Capital PEP Management LLC 336.93%12.08%16.62%Q4 2017Q2 20183
CADENCE CAPITAL MANAGEMENT LLC 330.12%0.20%0.28%Q2 2014Q4 20143
ALTERNA WEALTH MANAGEMENT, INC 110.04%0.20%0.30%Q4 2018Q2 20233
Bremer Bank National Association 210.01%0.03%0.04%Q1 2019Q1 20223
25 LLC 330.19%0.25%0.29%Q1 2023Q3 20233
PARAGON FINANCIAL PARTNERS, INC. 330.31%0.33%0.36%Q1 2023Q3 20233
Vinva Investment Management Ltd 331.16%1.38%1.53%Q1 2023Q3 20233
Sparta 24 Ltd. 211.17%3.80%6.40%Q4 2022Q3 20233
DDFG, Inc 330.08%0.09%0.10%Q1 2023Q3 20233
Portfolio Solutions, LLC 210.01%0.02%0.03%Q4 2017Q3 20203
SOUTH GEORGIA CAPITAL, LLC 330.12%0.15%0.18%Q4 2014Q2 20153
LaSalle St. Investment Advisors, LLC 330.14%0.17%0.19%Q1 2023Q3 20233
CAPITAL GROWTH MANAGEMENT LP 330.51%0.67%0.88%Q2 2013Q4 20133
Bellwether Investment Group, LLC 210.02%0.04%0.07%Q2 2016Q1 20173
WestHill Financial Advisors, Inc. 210.07%0.08%0.08%Q4 2021Q3 20223
Gateway Wealth Partners, LLC 330.09%0.11%0.12%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.09%0.14%0.16%Q4 2022Q3 20233
RF&L WEALTH MANAGEMENT, LLC 330.24%0.27%0.29%Q1 2023Q3 20233
Plaisance Capital LLC 210.66%2.87%5.68%Q1 2021Q2 20223
BOS Asset Management, LLC 330.20%0.22%0.24%Q1 2023Q3 20233
Asset Allocation & Management Company, LLC 330.10%0.11%0.12%Q3 2022Q1 20233
Spinnaker Investment Group, LLC 210.08%0.09%0.10%Q4 2021Q3 20223
UNITED BANK 210.03%0.03%0.04%Q1 2021Q1 20223
Marion Wealth Management 220.12%0.13%0.14%Q4 2021Q1 20223
BIVIN & ASSOCIATES, INC. 330.08%0.09%0.11%Q4 2021Q2 20223
BIP Wealth, LLC 330.10%0.12%0.14%Q1 2023Q3 20233
Peachtree Investment Partners, LLC 110.11%0.16%0.23%Q4 2021Q3 20233
JOYN Advisors, Inc. 330.01%0.02%0.03%Q2 2018Q4 20183
Compass Wealth Management LLC 330.00%0.00%0.00%Q4 2022Q2 20233
LEGACY FINANCIAL GROUP, INC. 330.15%0.16%0.18%Q1 2023Q3 20233
Knott David M Jr 330.00%0.00%0.01%Q2 2022Q4 20223
Applied Capital LLC/FL 210.30%0.48%0.84%Q4 2022Q3 20233
Susquehanna International Securities, Ltd. 330.56%2.88%6.71%Q1 2022Q3 20223
Fusion Capital, LLC 210.11%0.12%0.12%Q1 2022Q3 20233
TFB Advisors LLC 330.25%0.55%1.15%Q1 2023Q3 20233
STEVENS CAPITAL PARTNERS 330.21%0.24%0.25%Q1 2023Q3 20233
Voss Capital, LLC 220.00%1.31%3.43%Q4 2019Q1 20203
Smith Group Asset Management, LLC 330.96%1.29%1.74%Q3 2021Q1 20223
Atlantic Private Wealth, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Bull Oak Capital, LLC 110.09%0.18%0.23%Q1 2022Q3 20233
Olympiad Research LP 330.08%0.13%0.17%Q1 2022Q3 20223
Stillwater Capital Advisors, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
TMD Wealth Management, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
Magellan Asset Management Ltd 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.04%0.05%0.06%Q4 2022Q3 20233
Cerro Pacific Wealth Advisors LLC 210.14%0.15%0.16%Q4 2020Q1 20223
XTX Topco Ltd 110.17%0.46%1.00%Q3 2021Q2 20233
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.40%1.10%Q3 2013Q4 20183
Gruss & Co., LLC 210.26%1.34%3.49%Q3 2016Q2 20233
Grant/GrossMendelsohn, LLC 330.12%0.17%0.19%Q3 2021Q1 20223
Family Capital Management, Inc. 330.09%0.15%0.20%Q1 2023Q3 20233
Breakwater Capital Group 330.09%0.10%0.12%Q1 2023Q3 20233
DAVIS-REA LTD. 330.10%0.11%0.12%Q1 2021Q3 20213
Epoch Investment Partners, Inc. 330.19%0.22%0.24%Q1 2023Q3 20233
Syntegra Private Wealth Group, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
VIKING GLOBAL INVESTORS LP 210.10%0.48%0.82%Q4 2019Q4 20213
Evermore Global Advisors, LLC 331.16%2.69%3.53%Q1 2019Q3 20193
Atlas Wealth LLC 330.05%0.08%0.11%Q1 2023Q3 20233
Paulson Wealth Management Inc. 210.00%0.05%0.07%Q4 2017Q3 20233
Summit Wealth Group, LLC 330.02%0.15%0.31%Q1 2023Q3 20233
MRA Advisory Group 330.36%0.54%0.86%Q1 2023Q3 20233
Morningstar Investment Services LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Heritage Wealth Partners, LLC 210.20%0.43%0.90%Q4 2022Q3 20233
Claybrook Capital, LLC 210.00%0.07%0.11%Q4 2018Q1 20223
CONGRESS ASSET MANAGEMENT CO /MA 330.77%0.87%0.93%Q1 2023Q3 20233
Schear Investment Advisers, LLC 330.39%0.41%0.42%Q1 2023Q3 20233
Kaye Capital Management 330.13%0.14%0.15%Q1 2023Q3 20233
SageGuard Financial Group, LLC 330.40%0.58%0.68%Q4 2020Q2 20213
Argentus Capital Management, LLC 330.03%0.03%0.04%Q3 2015Q1 20163
Brown Shipley& Co Ltd 332.81%3.53%4.02%Q1 2023Q3 20233
Nilsine Partners, LLC 330.52%0.59%0.63%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
RDA Financial Network 210.09%0.09%0.10%Q4 2020Q1 20223
BAR HARBOR TRUST SERVICES 330.00%0.04%0.06%Q4 2021Q2 20223
Del-Sette Capital Management, LLC 211.18%1.44%1.80%Q4 2021Q3 20223
SYSTM Wealth Solutions LLC 330.07%0.10%0.13%Q1 2023Q3 20233
Values First Advisors, Inc. 330.14%0.15%0.17%Q3 2021Q1 20223
Emerald Advisors, LLC 210.06%0.11%0.22%Q2 2020Q3 20233
Kooman & Associates 330.11%0.13%0.14%Q1 2023Q3 20233
OmniStar Financial Group, Inc. 210.05%0.18%0.31%Q1 2020Q4 20203
Crake Asset Management LLP 110.54%2.14%4.35%Q1 2020Q4 20223
Aries Wealth Management 210.09%0.12%0.15%Q1 2022Q3 20233
FourThought Financial Partners, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Appaloosa LP 210.13%0.82%1.64%Q1 2020Q1 20233
OLD DOMINION CAPITAL MANAGEMENT INC 330.12%0.21%0.30%Q2 2020Q4 20203
TCF National Bank 330.04%0.07%0.08%Q3 2020Q1 20213
G&S Capital LLC 110.02%0.04%0.06%Q4 2017Q1 20203
Raging Capital Management, LLC 210.83%1.39%2.15%Q3 2013Q1 20173
Corsicana & Co. 330.01%0.01%0.01%Q1 2022Q3 20223
CAMDEN NATIONAL BANK 330.10%0.12%0.13%Q3 2021Q1 20223
AJ Advisors, LLC 330.16%0.18%0.20%Q1 2023Q3 20233
Lodestone Wealth Management LLC 330.25%0.27%0.28%Q1 2023Q3 20233
KCS Wealth Advisory 210.01%0.06%0.10%Q3 2019Q1 20223
Corsair Capital Management 330.12%0.13%0.13%Q1 2023Q3 20233
Ursa Fund Management, LLC 111.25%5.39%8.08%Q4 2021Q4 20213
CGN Advisors LLC 210.06%0.07%0.09%Q4 2020Q1 20223
Retireful, LLC 330.27%0.65%1.19%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.20%0.23%0.24%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.16%0.18%0.20%Q4 2022Q3 20233
V-Square Quantitative Management LLC 332.19%2.83%3.22%Q1 2023Q3 20233
Oribel Capital Management, LP 110.16%4.34%11.64%Q1 2019Q1 20233
Lloyd Advisory Services, LLC. 210.02%0.22%0.58%Q4 2021Q3 20233
B. Riley Financial, Inc. 210.44%1.19%1.61%Q3 2018Q3 20193
Smallwood Wealth Investment Management, LLC 330.21%0.43%0.56%Q2 2022Q4 20223
Robinson Value Management, Ltd. 210.01%0.14%0.37%Q3 2021Q3 20233
Azimuth Capital Investment Management LLC 210.01%0.01%0.01%Q3 2022Q3 20233
Greenspring Advisors, LLC 330.06%0.07%0.09%Q1 2022Q3 20223
KLS Diversified Asset Management LP 210.97%7.66%11.62%Q2 2018Q2 20193
KSA CAPITAL MANAGEMENT, LLC 111.46%1.99%2.77%Q4 2014Q1 20163
BB&T INVESTMENT SERVICES, INC. 330.00%0.00%0.00%Q1 2017Q3 20173
WASATCH ADVISORS LP 110.01%0.25%0.74%Q2 2013Q4 20163
Ipswich Investment Management Co., Inc. 210.02%0.04%0.06%Q1 2016Q1 20223
360 Financial, Inc. 210.11%0.13%0.14%Q3 2022Q2 20233
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 110.17%0.26%0.34%Q4 2021Q1 20233
W.H. Cornerstone Investments Inc. 210.18%0.20%0.21%Q3 2022Q3 20233
Tevis Investment Management 330.00%0.02%0.03%Q1 2022Q3 20223
Maple Rock Capital Partners 218.80%12.35%18.12%Q3 2022Q3 20233
Aristotle Atlantic Partners, LLC 330.96%1.03%1.07%Q1 2023Q3 20233
HARBERT MANAGEMENT CORP 333.74%19.01%32.78%Q2 2013Q4 20133
XY Capital Ltd 110.10%0.23%0.29%Q3 2023Q3 20233
Strategic Financial Concepts, LLC 332.27%2.41%2.66%Q1 2023Q3 20233
Terra Nova Asset Management LLC 211.05%1.58%2.16%Q4 2021Q3 20223
Momentum Advisors, LLC 330.71%1.25%1.84%Q2 2022Q4 20223
Tradewinds, LLC. 210.13%0.43%0.65%Q2 2022Q3 20233
GTS SECURITIES LLC 110.08%1.39%2.30%Q3 2023Q3 20233
PERISCOPE CAPITAL INC. 210.02%0.04%0.07%Q2 2018Q1 20223
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.01%Q4 2014Q4 20193
BENNETT LAWRENCE MANAGEMENT L L C/NY 210.52%1.12%1.83%Q2 2013Q4 20153
Mitsubishi UFJ Asset Management (UK) Ltd. 330.94%1.54%2.12%Q1 2023Q3 20233
FIRETHORN WEALTH PARTNERS, LLC 110.07%0.12%0.16%Q4 2021Q2 20223
Kingsbury Capital Investment Advisors LLC 335.08%5.54%6.47%Q1 2022Q3 20223
Constitution Capital LLC 330.13%0.28%0.43%Q1 2023Q3 20233
Centaur Capital 210.96%4.67%11.82%Q1 2017Q3 20183
PROSPECTOR PARTNERS LLC 330.73%2.01%3.35%Q1 2018Q3 20183
AVITY INVESTMENT MANAGEMENT INC. 210.02%0.02%0.02%Q4 2021Q3 20223
Copperleaf Capital, LLC 330.29%0.32%0.36%Q1 2023Q3 20233
Capital Market Strategies LLC 330.23%0.24%0.25%Q2 2023Q4 20233
Lee Capital Holdings LLC 211.51%2.16%2.91%Q4 2020Q1 20223
LONDON CO OF VIRGINIA 330.00%0.00%0.00%Q4 2019Q2 20203
Canal Insurance CO 220.04%0.18%0.26%Q2 2021Q3 20213
Pluribus Labs, LLC 330.97%2.08%3.23%Q4 2021Q2 20223
Risk Paradigm Group, LLC 330.00%0.01%0.01%Q1 2015Q3 20153
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.01%Q3 2022Q1 20233
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 210.09%0.10%0.10%Q4 2021Q3 20223
BEL AIR INVESTMENT ADVISORS LLC 210.06%0.27%0.38%Q3 2013Q2 20213
Greystone Financial Group, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
Cadence Bank 330.03%0.04%0.04%Q1 2023Q3 20233
Owl Creek Asset Management, L.P. 332.02%4.64%7.39%Q2 2022Q4 20223
Price Wealth, LLC 330.19%0.24%0.30%Q4 2017Q2 20183
Jackson Creek Investment Advisors LLC 330.49%0.57%0.62%Q1 2023Q3 20233
300 NORTH CAPITAL, LLC 330.45%0.84%1.10%Q3 2014Q1 20153
CenterStar Fund, LLC 110.01%0.33%0.93%Q4 2016Q4 20163
Long Run Wealth Advisors, LLC 210.08%0.09%0.09%Q4 2021Q3 20223
Spartan Planning & Wealth Management 110.89%1.34%1.99%Q1 2022Q3 20233
COWA, LLC 210.00%0.03%0.06%Q4 2020Q3 20223
Game Creek Capital, LP 330.09%0.41%0.97%Q1 2018Q3 20183
Avalon Trust Co 330.01%0.02%0.02%Q1 2023Q3 20233
LINDEN ADVISORS LP 110.04%0.08%0.14%Q2 2013Q1 20173
Versor Investments LP 110.01%0.05%0.12%Q1 2019Q4 20223
DRW SECURITIES, L.L.C. 110.30%1.58%2.52%Q3 2022Q3 20223
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 210.09%0.15%0.25%Q1 2020Q3 20233
Epstein & White Financial LLC 330.06%0.06%0.08%Q4 2020Q2 20213
Wick Capital Partners, LLC 210.13%0.33%0.47%Q2 2022Q1 20233
Clarity Financial LLC 110.04%0.07%0.11%Q1 2021Q3 20233
Davidson Capital Management Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
FLC Capital Advisors 210.10%0.14%0.20%Q3 2022Q2 20233
BUILDER INVESTMENT GROUP INC /ADV 330.15%0.16%0.18%Q1 2023Q3 20233
Birch Capital Management, LLC 210.01%0.01%0.02%Q4 2019Q3 20233
Geier Asset Management, Inc. 330.34%0.36%0.39%Q4 2020Q2 20213
Quadrature Capital LLP 331.58%1.63%1.67%Q4 2014Q2 20153
Melqart Asset Management (UK) Ltd 111.04%2.45%3.84%Q2 2019Q4 20223
Lauer Wealth, LLC 337.44%8.50%10.25%Q1 2023Q3 20233
HEADINVEST, LLC 210.02%0.03%0.04%Q4 2021Q3 20233
ALTFEST L J & CO INC 210.03%0.04%0.04%Q4 2021Q3 20233
PREMIER ASSET MANAGEMENT LLC 330.06%0.07%0.08%Q3 2020Q1 20213
RONALD BLUE & CO LLC 210.01%0.02%0.02%Q4 2014Q3 20153
New Harbor Financial Group, LLC 330.09%0.10%0.10%Q1 2023Q3 20233
Somerset Trust Co 330.41%0.42%0.43%Q2 2023Q4 20233
Gallagher Fiduciary Advisors, LLC 330.08%0.10%0.12%Q1 2023Q3 20233
Gerstein Fisher 210.04%0.07%0.12%Q3 2013Q3 20163
Hunt Lane Capital LP 213.81%5.51%6.74%Q4 2015Q3 20193
HORIZON BANCORP INC /IN/ 330.01%0.02%0.02%Q1 2020Q3 20203
Exos TFP Holdings LLC 330.17%0.43%0.56%Q3 2022Q1 20233
BAXTER BROS INC 110.03%0.04%0.04%Q1 2021Q3 20233
AWM CAPITAL, LLC 330.13%0.16%0.17%Q3 2021Q1 20223
D1 Capital Partners L.P. 210.89%1.69%2.84%Q4 2021Q3 20223
SCGE MANAGEMENT, L.P. 331.65%1.78%1.89%Q1 2023Q3 20233
Alexandria Capital, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
FIRST BUSINESS FINANCIAL SERVICES, INC. 330.03%0.04%0.06%Q1 2022Q3 20223
Waterloo Capital, L.P. 330.16%0.24%0.37%Q1 2023Q3 20233
Deuterium Capital Management, LLC 211.58%1.68%1.75%Q4 2021Q3 20233
Financial Gravity Companies, Inc. 210.00%0.03%0.05%Q4 2017Q4 20183
HAMILTON LANE ADVISORS LLC 210.08%0.54%1.45%Q3 2014Q4 20163
Arbor Wealth Management, LLC 210.00%0.40%0.67%Q2 2019Q4 20213
MANNING & NAPIER ADVISORS LLC 330.01%0.04%0.06%Q2 2013Q4 20133
Veritas Investment Management LLP 330.00%0.00%0.00%Q1 2020Q3 20203
Bach Option Ltd 210.16%0.25%0.39%Q4 2016Q4 20173
DORCHESTER WEALTH MANAGEMENT Co 210.06%0.08%0.09%Q4 2021Q3 20233
Peachtree Investment Advisors, Inc. 331.20%1.97%2.56%Q4 2013Q2 20143
Scissortail Wealth Management, LLC 330.08%0.09%0.12%Q4 2021Q2 20223
AFS Financial Group, LLC 330.14%0.21%0.25%Q1 2023Q3 20233
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.01%0.01%0.02%Q3 2018Q1 20233
First Dallas Securities Inc. 330.22%0.28%0.35%Q1 2023Q3 20233
Precision Wealth Strategies, LLC 330.49%0.53%0.60%Q1 2022Q3 20223
BASSO CAPITAL MANAGEMENT, L.P. 220.01%0.17%0.39%Q1 2018Q2 20183
Fortress Investment Group LLC 210.02%0.04%0.06%Q3 2013Q3 20143
FISHMAN JAY A LTD/MI 210.04%0.10%0.13%Q3 2020Q1 20223
Aspen Grove Capital, LLC 330.13%0.19%0.26%Q1 2023Q3 20233
Ecofin Advisors Ltd 330.21%2.28%6.24%Q2 2013Q4 20133
Brookfield Asset Management 330.00%0.01%0.01%Q4 2022Q2 20233
Alpha Paradigm Partners, LLC 210.01%0.27%0.53%Q4 2020Q3 20223
Caption Management, LLC 110.06%0.56%1.33%Q4 2018Q3 20213
Alight Capital Management LP 211.11%1.79%2.57%Q3 2021Q1 20233
OSTRUM ASSET MANAGEMENT 330.56%0.61%0.65%Q1 2023Q3 20233
1ST SOURCE BANK 210.02%0.02%0.02%Q4 2021Q3 20223
VNBTrust, National Association 339.01%11.80%13.29%Q1 2017Q3 20173
Aquatic Capital Management LLC 210.07%0.42%0.86%Q2 2022Q3 20233
AVIANCE CAPITAL MANAGEMENT, LLC 330.01%0.01%0.01%Q2 2014Q4 20143
GLOBAL STRATEGIC MANAGEMENT INC 332.03%5.19%10.56%Q4 2019Q2 20203
City Financial Investment Co Ltd 110.02%0.17%0.44%Q1 2017Q2 20183
Ninety One UK Ltd 330.00%0.01%0.01%Q2 2017Q4 20173
BRIGADE CAPITAL MANAGEMENT, LP 210.30%0.79%1.55%Q2 2018Q1 20193
GLG Partners LP 210.01%0.04%0.05%Q1 2014Q1 20173
Insight Folios Inc 330.14%0.18%0.21%Q3 2021Q1 20223
ADVOCATE GROUP LLC 330.14%0.16%0.18%Q1 2023Q3 20233
Eidelman Virant Capital 330.21%0.23%0.25%Q1 2022Q3 20223
AdvisorShares Investments LLC 210.06%0.31%0.65%Q3 2020Q4 20213
DARK FOREST CAPITAL MANAGEMENT LP 330.00%0.10%0.30%Q3 2021Q1 20223
Jupiter Investment Management Ltd 330.01%0.19%0.40%Q4 2019Q2 20203
Donoghue Forlines LLC 210.16%0.33%0.42%Q2 2020Q2 20223
Perpetual Ltd 330.01%0.02%0.02%Q1 2023Q3 20233
Jacobsen Capital Management 330.41%0.49%0.56%Q1 2023Q3 20233
Curran Financial Partners, LLC 110.09%0.12%0.16%Q1 2022Q2 20233
Amida Capital Management II, LLC 330.43%0.69%1.13%Q2 2013Q4 20133
Asset Advisors Investment Management, LLC 210.01%0.02%0.04%Q2 2020Q2 20223
AHL Partners LLP 210.01%0.02%0.04%Q3 2016Q4 20173
EastBay Asset Management, LLC 216.62%14.11%19.34%Q3 2018Q2 20193
McElhenny Sheffield Capital Management, LLC 210.04%0.08%0.11%Q4 2022Q3 20233
Pinnacle Private Wealth, LLC 331.34%1.38%1.41%Q4 2021Q2 20223
Sandbar Asset Management LLP 210.29%1.23%2.27%Q4 2020Q1 20233
Revisor Wealth Management LLC 330.22%0.37%0.50%Q1 2023Q3 20233
SEI TRUST CO 210.01%0.01%0.02%Q3 2013Q2 20143
Atika Capital Management LLC 210.38%0.90%1.26%Q4 2020Q1 20233
Meritas Wealth Management, LLC 330.18%0.21%0.22%Q1 2023Q3 20233
Shannon River Fund Management LLC 210.24%0.40%0.60%Q2 2013Q3 20223
New Republic Capital, LLC 330.23%0.29%0.35%Q1 2023Q3 20233
AIA Investment Management Private Ltd 330.43%1.01%1.50%Q1 2020Q3 20203
Premier Fund Managers Ltd 210.13%1.45%3.87%Q2 2017Q1 20183
Novak Financial Planning, LLC 330.15%0.17%0.18%Q4 2020Q2 20213
First County Bank /CT/ 330.25%0.35%0.42%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.12%0.13%0.15%Q1 2023Q3 20233
ORG Partners LLC 331.24%1.48%1.92%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.44%0.58%0.68%Q1 2023Q3 20233
CQS Cayman LP 110.01%0.24%0.63%Q2 2014Q4 20183
SVA Wealth Management, LLC 210.03%0.05%0.06%Q4 2019Q4 20203
Atomi Financial Group, Inc. 330.57%0.59%0.61%Q1 2023Q3 20233
My Legacy Advisors, LLC 210.10%0.11%0.12%Q1 2022Q3 20233
KENNEDY INVESTMENT GROUP 330.17%0.19%0.21%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.16%0.21%0.24%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.00%7.12%11.48%Q1 2023Q3 20233
PALLADIUM PARTNERS LLC 210.00%0.01%0.02%Q1 2014Q1 20223
OFI INVEST ASSET MANAGEMENT 331.82%2.03%2.40%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.20%0.22%0.23%Q1 2023Q3 20233
VALLEY WEALTH MANAGERS, INC. 330.00%0.01%0.01%Q2 2022Q4 20223
Root Financial Partners, LLC 330.22%0.24%0.26%Q1 2023Q3 20233
Kopernik Global Investors, LLC 330.02%0.03%0.06%Q4 2021Q2 20223
Crystal Rock Capital Management 330.78%0.95%1.16%Q3 2020Q1 20213
Crabel Capital Management, LLC 110.06%0.51%0.98%Q4 2019Q3 20213
DENVER WEALTH MANAGEMENT, INC. 330.14%0.16%0.18%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.21%0.64%0.86%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.19%0.21%0.23%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 331.02%1.11%1.17%Q1 2023Q3 20233
BROGAN FINANCIAL, INC. 330.21%0.22%0.22%Q1 2023Q3 20233
GREENUP STREET WEALTH MANAGEMENT LLC 210.12%0.22%0.39%Q4 2021Q3 20233
Pine Valley Investments Ltd Liability Co 330.44%0.51%0.58%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 330.44%0.59%0.76%Q1 2023Q3 20233
Resolute Wealth Strategies, LLC 330.20%0.21%0.22%Q1 2023Q3 20233
PFG Investments, LLC 334.10%4.44%4.63%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.36%0.42%0.45%Q1 2023Q3 20233
BOSTON FAMILY OFFICE LLC 330.04%0.04%0.05%Q2 2017Q4 20173
Cascade Investment Advisors, Inc. 330.98%0.99%1.01%Q1 2023Q3 20233
Paradigm Capital Management, LLC/NV 210.26%0.27%0.27%Q4 2021Q3 20223
Sentinus, LLC 210.10%0.12%0.16%Q3 2022Q2 20233
SABBY MANAGEMENT, LLC 220.22%0.26%0.30%Q2 2014Q3 20142
DSAM Partners (London) Ltd 110.72%2.53%4.33%Q1 2019Q4 20192
Oxbow Advisors, LLC 220.04%0.05%0.06%Q2 2022Q3 20222
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Guardian Financial Partners, LLC 110.24%0.24%0.25%Q4 2021Q3 20222
TECTONIC ADVISORS LLC 220.02%0.03%0.03%Q2 2023Q3 20232
ACCIPITER CAPITAL MANAGEMENT, LLC 2275.14%77.46%79.77%Q2 2018Q3 20182
Carnick & Kubik, LLC 110.02%0.03%0.04%Q3 2015Q1 20162
Sterling Global Strategies LLC 220.39%1.12%1.85%Q4 2018Q1 20192
Enterprise Bank & Trust Co 220.14%0.14%0.14%Q2 2023Q3 20232
Advisory Services & Investments, LLC 220.16%0.19%0.22%Q4 2021Q1 20222
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.02%0.02%Q2 2013Q3 20132
PARK CIRCLE Co 220.37%2.11%3.84%Q1 2014Q2 20142
CORDA Investment Management, LLC. 220.10%0.10%0.10%Q1 2023Q2 20232
SELDON CAPITAL LP 226.28%6.45%6.62%Q2 2023Q3 20232
Cipher Capital LP 110.04%0.07%0.10%Q1 2016Q3 20162
Sender Co & Partners, Inc. 222.55%3.76%4.96%Q4 2022Q1 20232
FURE FINANCIAL CORP 220.02%0.02%0.02%Q3 2020Q4 20202
PACIFIC FINANCIAL GROUP INC 110.00%0.01%0.01%Q4 2014Q3 20202
Myriad Asset Management Ltd. 220.97%2.88%4.79%Q3 2021Q4 20212
CV Advisors LLC 220.12%0.13%0.15%Q4 2021Q1 20222
GREATMARK INVESTMENT PARTNERS, INC. 220.04%0.04%0.04%Q2 2023Q3 20232
PICTON MAHONEY ASSET MANAGEMENT 110.03%0.41%0.79%Q1 2015Q4 20192
MIRABELLA FINANCIAL SERVICES LLP 220.72%0.78%0.85%Q1 2023Q2 20232
Cowen Prime Advisors LLC 220.03%0.03%0.04%Q1 2023Q2 20232
CORNERCAP INVESTMENT COUNSEL INC 220.05%0.06%0.07%Q2 2023Q3 20232
Mawer Investment Management Ltd. 220.00%0.00%0.00%Q4 2021Q1 20222
Heritage Investment Group, Inc. 110.12%0.21%0.31%Q3 2022Q1 20232
Cherry Creek Investment Advisors, Inc. 220.14%0.14%0.15%Q2 2023Q3 20232
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 1136.95%64.67%92.39%Q4 2021Q4 20222
AM Squared Ltd 220.94%0.97%1.00%Q4 2022Q1 20232
Capstone Triton Financial Group, LLC 220.14%0.16%0.18%Q4 2020Q1 20212
Commonwealth Financial Services, LLC 110.08%0.23%0.38%Q3 2016Q3 20232
VETAMER CAPITAL MANAGEMENT, L.P. 220.28%0.83%1.39%Q2 2023Q3 20232
BOSTON ADVISORS LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Futuris Asset Management AB 224.01%4.49%4.97%Q1 2014Q2 20142
Moss Adams Wealth Advisors LLC 110.08%0.14%0.20%Q1 2023Q3 20232
Heirloom Wealth Management 220.09%0.09%0.10%Q2 2023Q3 20232
British Airways Pensions Investment Management Ltd 220.63%0.80%0.97%Q4 2020Q1 20212
Strategic Asset Management, LLC 220.02%0.02%0.03%Q2 2022Q3 20222
Iyo Bank, Ltd. 220.19%0.19%0.19%Q2 2023Q3 20232
MARIPAU WEALTH MANAGEMENT LLC 110.30%0.43%0.57%Q1 2023Q3 20232
HOPLITE CAPITAL MANAGEMENT, L.P. 220.79%0.85%0.91%Q2 2016Q3 20162
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.10%0.18%Q4 2015Q2 20202
MBB PUBLIC MARKETS I LLC 110.02%0.08%0.13%Q4 2021Q4 20212
Schneider Downs Wealth Management Advisors, LP 220.05%0.05%0.06%Q4 2021Q1 20222
BBVA USA 220.15%0.18%0.20%Q2 2021Q3 20212
Crestline Management, LP 110.03%0.23%0.44%Q1 2021Q2 20222
ALESCO ADVISORS LLC 110.01%0.01%0.01%Q3 2020Q4 20212
Wayfinding Financial, LLC 220.20%0.20%0.20%Q2 2023Q3 20232
TLP GROUP LLC 220.01%0.13%0.25%Q2 2017Q3 20172
Angeles Investment Advisors, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
RTD Financial Advisors, Inc. 220.03%0.04%0.04%Q4 2021Q1 20222
SURIENCE PRIVATE WEALTH LLC 223.29%3.57%3.85%Q4 2021Q1 20222
Capricorn Fund Managers Ltd 221.17%1.88%2.60%Q1 2022Q2 20222
Cedar Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q1 20222
Polarity Investment Partners LP 222.09%3.38%4.67%Q4 2021Q1 20222
Folger Hill Asset Management LP 110.05%0.27%0.50%Q2 2016Q4 20162
Rokos Capital Management LLP 220.08%0.79%1.50%Q1 2021Q2 20212
Wilson & Boucher Capital Management, LLC 220.23%0.24%0.24%Q4 2021Q1 20222
BOSTON RESEARCH & MANAGEMENT INC 220.07%0.07%0.08%Q4 2021Q1 20222
DOPKINS WEALTH MANAGEMENT, LLC 220.23%3.24%6.25%Q4 2021Q1 20222
Hunter Perkins Capital Management, LLC 220.05%0.05%0.05%Q4 2021Q1 20222
Threshold Group LLC 222.01%2.08%2.16%Q2 2016Q3 20162
Rotella Capital Management, Inc. 110.10%0.23%0.36%Q3 2014Q3 20152
CUMBERLAND ADVISORS INC 220.05%0.05%0.06%Q4 2021Q1 20222
FOREFRONT WEALTH MANAGEMENT INC. 220.25%0.26%0.27%Q4 2021Q1 20222
Capstone Financial Group, Inc. 220.02%0.03%0.05%Q2 2020Q3 20202
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.01%0.01%Q4 2014Q4 20172
Waypoint Capital Advisors, LLC 220.14%0.14%0.15%Q4 2021Q1 20222
Titan Capital Management, LLC /TX 110.01%0.21%0.42%Q2 2019Q2 20202
Wealth Management Solutions, LLC 220.13%0.13%0.13%Q4 2021Q1 20222
ALPINE WOODS CAPITAL INVESTORS, LLC 110.22%0.34%0.46%Q2 2022Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.26%0.43%0.60%Q4 2021Q1 20222
Highlander Capital Management, LLC 110.01%0.02%0.02%Q4 2020Q3 20232
RUDMAN ERROL M 110.54%2.07%3.59%Q4 2013Q4 20132
WEALTH ADVISORS, INC. 220.08%0.08%0.09%Q4 2021Q1 20222
Citizens National Bank Trust Department 220.00%0.00%0.00%Q2 2023Q3 20232
Soroban Capital Partners LP 222.19%2.24%2.28%Q3 2014Q4 20142
Lingotto Investment Management LLP 220.54%0.61%0.68%Q2 2023Q3 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.12%0.13%0.14%Q4 2021Q1 20222
Long Oar Global Investors, LLC 111.49%3.61%5.74%Q1 2015Q3 20152
BHF Kleinwort Benson Group S.A. 110.00%0.05%0.09%Q2 2014Q2 20152
Bridge Creek Capital Management LLC 220.08%0.08%0.08%Q4 2021Q1 20222
MARVIN & PALMER ASSOCIATES INC 223.60%3.90%4.19%Q2 2023Q3 20232
UNIONVIEW, LLC 220.20%0.20%0.20%Q4 2021Q1 20222
ELLIOTT MANAGEMENT CORP 220.18%0.20%0.23%Q2 2014Q3 20142
Sandy Cove Advisors, LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Baymount Management LP 117.10%11.61%16.12%Q3 2021Q3 20222
Leverty Financial Group, LLC 110.08%0.12%0.15%Q4 2021Q3 20232
SeaTown Holdings Pte. Ltd. 220.45%0.53%0.60%Q3 2020Q4 20202
STEADFAST CAPITAL MANAGEMENT LP 220.27%0.51%0.74%Q2 2019Q3 20192
YARGER WEALTH STRATEGIES, LLC 110.18%0.23%0.28%Q4 2021Q2 20232
MBE Wealth Management, LLC 110.00%0.06%0.12%Q1 2020Q3 20232
CALDWELL & ORKIN INC 220.60%1.52%2.44%Q3 2016Q4 20162
RESOLUTE FINANCIAL, LLC 220.74%0.86%0.99%Q4 2021Q1 20222
MAVERICK CAPITAL LTD 110.01%0.02%0.02%Q3 2019Q1 20232
SPIRIT OF AMERICA MANAGEMENT CORP/NY 220.02%0.07%0.11%Q2 2023Q3 20232
10-15 ASSOCIATES, INC. 220.07%0.11%0.16%Q2 2020Q3 20202
Nauset Wealth Management. LLC 220.30%0.33%0.35%Q4 2021Q1 20222
Leonard Green & Partners, L.P. 110.12%0.25%0.37%Q3 2021Q1 20222
Emerald Acquisition Ltd. 220.02%0.02%0.03%Q2 2016Q3 20162
Sequent Asset Management, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
Paulson & Co. 222.04%2.22%2.41%Q2 2019Q3 20192
Coe Capital Management, LLC 221.34%1.38%1.41%Q1 2021Q2 20212
SYMPHONY ASSET MANAGEMENT LLC 220.10%0.13%0.15%Q1 2017Q2 20172
BRINKER CAPITAL INC 220.03%0.04%0.04%Q1 2020Q2 20202
Leap Investments LP 110.30%0.34%0.38%Q2 2019Q1 20202
Counsel Portfolio Services Inc. 220.31%0.33%0.35%Q3 2014Q4 20142
Trinity Wealth Management, LLC 220.16%0.16%0.17%Q4 2021Q1 20222
ALBERT D MASON INC 220.14%0.18%0.22%Q3 2021Q4 20212
SIGMA CAPITAL MANAGEMENT LLC 110.07%0.09%0.11%Q2 2013Q1 20142
TIGER MANAGEMENT L.L.C. 220.66%0.82%0.99%Q3 2021Q4 20212
Lucha Capital Management, LP 112.03%2.56%3.09%Q3 2018Q1 20192
Contrarius Investment Management Ltd 227.64%7.77%7.91%Q2 2023Q3 20232
Cladis Investment Advisory, LLC 110.20%0.22%0.24%Q1 2023Q3 20232
Clean Energy Transition LLP 1127.37%30.63%33.90%Q3 2022Q1 20232
Meixler Investment Management, Ltd. 110.04%0.05%0.06%Q3 2022Q3 20222
Financial Futures Ltd Liability Co. 220.23%0.24%0.24%Q4 2021Q1 20222
CORRADO ADVISORS, LLC 110.04%0.19%0.34%Q3 2020Q4 20222
BSN Capital Partners Ltd 110.71%1.95%3.19%Q4 2021Q4 20222
Rainsberger Wealth Advisors, Inc. 110.12%0.14%0.16%Q3 2022Q2 20232
361 CAPITAL LLC 110.37%0.56%0.74%Q4 2015Q2 20162
AlphaCentric Advisors LLC 110.01%0.02%0.04%Q4 2021Q3 20222
Nvest Financial, LLC 110.18%0.20%0.22%Q1 2022Q3 20232
STRATEGY ASSET MANAGERS LLC 220.13%0.13%0.14%Q1 2021Q2 20212
FCA CORP /TX 220.10%0.10%0.10%Q2 2023Q3 20232
Tatro Capital, LLC 110.29%0.33%0.36%Q2 2021Q1 20222
Hutchens & Kramer Investment Management Group, LLC 220.13%0.14%0.14%Q4 2021Q1 20222
Herr Investment Group LLC 110.26%0.55%0.84%Q4 2022Q4 20222
Saiers Capital, LLC 110.22%1.00%1.78%Q4 2014Q4 20142
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.01%0.02%Q3 2021Q4 20222
Private Wealth Advisors, Inc. 220.22%0.22%0.23%Q3 2020Q4 20202
Greenwich Investment Management, Inc. 110.40%0.47%0.55%Q3 2022Q2 20232
OLD MISSION CAPITAL LLC 110.02%0.03%0.04%Q3 2020Q3 20232
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.02%0.02%0.03%Q2 2023Q3 20232
Indie Asset Partners, LLC 110.24%0.25%0.25%Q3 2020Q2 20232
Elliott Investment Management L.P. 110.05%0.53%1.01%Q3 2020Q1 20212
CLARK FINANCIAL SERVICES GROUP INC /BD 220.14%0.14%0.15%Q4 2021Q1 20222
WILLNER & HELLER, LLC 220.34%0.41%0.47%Q2 2022Q3 20222
Opes Advisors Inc 110.15%0.67%1.19%Q4 2017Q2 20182
Investment Research & Advisory Group, Inc. 220.05%0.06%0.06%Q2 2023Q3 20232
Reynolds Investment Management, Inc. 220.07%0.08%0.10%Q1 2022Q2 20222
Legacy Trust 220.06%0.07%0.07%Q2 2023Q3 20232
ENDICOTT MANAGEMENT CO 221.77%1.80%1.82%Q3 2016Q4 20162
STERLING INVESTMENT ADVISORS LLC /ADV 220.12%0.12%0.12%Q4 2021Q1 20222
Catalyst Wealth Management, LLC 220.26%0.35%0.44%Q4 2022Q1 20232
Hapanowicz & Associates Financial Services, Inc 220.14%0.14%0.14%Q2 2023Q3 20232
OKABENA INVESTMENT SERVICES INC 220.00%0.01%0.01%Q4 2022Q1 20232
MANAGED ACCOUNT SERVICES INC 110.07%0.08%0.10%Q4 2020Q3 20212
Spectrum Wealth Advisory Group, LLC 220.28%0.28%0.28%Q2 2023Q3 20232
Blueshift Asset Management, LLC 220.11%0.12%0.12%Q2 2021Q3 20212
Y-Intercept (Hong Kong) Ltd 110.24%0.43%0.62%Q4 2021Q4 20222
Advanced Portfolio Management, LLC 110.36%1.08%1.81%Q1 2023Q3 20232
PORTOLA GROUP INC /CA 220.15%0.17%0.18%Q2 2013Q3 20132
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.14%0.29%Q4 2022Q2 20232
True Capital Management 220.75%1.66%2.58%Q4 2022Q1 20232
MADISON WEALTH MANAGEMENT 220.04%0.04%0.04%Q4 2021Q1 20222
Strata Wealth Advisors, LLC 110.20%0.23%0.26%Q1 2023Q3 20232
Legacy Capital Partners, Inc. 110.01%0.04%0.07%Q4 2021Q4 20212
APEX CAPITAL, LLC 221.65%3.34%5.03%Q3 2013Q4 20132
Dunhill Financial, LLC 220.12%0.14%0.15%Q2 2023Q3 20232
Axim Planning & Wealth 220.07%0.08%0.10%Q2 2022Q3 20222
DAVIDSON INVESTMENT ADVISORS 110.01%0.01%0.02%Q2 2017Q4 20202
PRECEPT MANAGEMENT LLC 224.31%5.27%6.23%Q4 2022Q1 20232
Fosun International Ltd 110.05%0.05%0.05%Q4 2018Q2 20202
X-Square Capital, LLC 220.30%0.30%0.30%Q2 2023Q3 20232
Point72 Europe (London) LLP 110.11%0.19%0.27%Q3 2022Q3 20232
WEDGEWOOD INVESTORS INC /PA/ 220.29%0.29%0.29%Q4 2021Q1 20222
RIA Advisory Group LLC 220.43%0.48%0.52%Q1 2023Q2 20232
LeJeune Puetz Investment Counsel LLC 220.04%0.04%0.04%Q4 2021Q1 20222
New Potomac Partners, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
Mainsail Financial Group, LLC 220.21%0.23%0.24%Q4 2022Q1 20232
Bank of Marin 220.16%0.17%0.18%Q4 2021Q1 20222
PFM Health Sciences, LP 220.39%0.50%0.61%Q4 2017Q1 20182
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
Kingdom Financial Group LLC. 220.39%0.45%0.51%Q2 2023Q3 20232
CHICAGO EQUITY PARTNERS LLC 110.04%0.20%0.35%Q1 2014Q1 20202
Partner Investment Management, L.P. 220.55%0.66%0.78%Q4 2017Q1 20182
Icon Wealth Advisors, LLC 220.05%0.08%0.11%Q3 2022Q4 20222
Jessup Wealth Management, Inc 220.15%0.15%0.15%Q1 2023Q2 20232
Brainard Capital Management LLC 220.74%0.94%1.13%Q4 2022Q1 20232
Cinctive Capital Management LP 110.20%0.21%0.22%Q3 2022Q1 20232
CORA CAPITAL ADVISORS LLC 220.16%0.16%0.17%Q2 2023Q3 20232
SUN LIFE FINANCIAL INC 220.03%0.03%0.04%Q4 2020Q1 20212
Cypress Capital, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
AllGen Financial Advisors, Inc. 220.21%1.17%2.13%Q1 2022Q2 20222
Legacy Capital Wealth Partners, LLC 110.22%0.25%0.27%Q1 2023Q3 20232
JFG Wealth Management, LLC 220.16%0.17%0.19%Q2 2023Q3 20232
Core Wealth Partners LLC 110.20%0.21%0.23%Q4 2022Q3 20232
Quarry LP 110.00%0.01%0.01%Q4 2022Q3 20232
Financial Strategies Group, Inc. 220.32%0.34%0.36%Q2 2021Q3 20212
MMBG INVESTMENT ADVISORS CO. 110.03%0.04%0.05%Q4 2022Q3 20232
Grey Fox Wealth Advisors, LLC 220.07%0.09%0.12%Q4 2022Q1 20232
6 Meridian 220.11%0.12%0.12%Q1 2021Q2 20212
Clifford Group, LLC 220.30%0.30%0.30%Q2 2023Q3 20232
AlphaQ Advisors LLC 220.22%0.23%0.25%Q2 2023Q3 20232
Aubrey Capital Management Ltd 221.30%1.38%1.46%Q2 2023Q3 20232
DAGCO, INC. 220.32%0.37%0.43%Q3 2020Q4 20202
Old North State Trust, LLC 220.01%0.02%0.02%Q3 2020Q4 20202
ANGLEPOINT ASSET MANAGEMENT, LTD. 112.38%5.50%8.62%Q4 2019Q3 20202
Crumly & Associates Inc. 220.59%0.76%0.93%Q1 2020Q2 20202
Totem Point Management, LLC 223.25%3.68%4.10%Q2 2023Q3 20232
Foundation Wealth Management, LLC 220.23%0.23%0.24%Q2 2023Q3 20232
Portman Square Capital LLP 110.05%0.10%0.14%Q3 2023Q3 20232
Milestone Investment Advisors LLC 110.04%0.07%0.10%Q1 2023Q3 20232
Leading Edge Financial Planning LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Baron Wealth Management LLC 220.15%0.16%0.17%Q3 2023Q4 20232
iA Global Asset Management Inc. 220.55%0.82%1.09%Q2 2023Q3 20232
McCarthy Grittinger Financial Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20232
KLR INVESTMENT ADVISORS, LLC 220.32%0.35%0.38%Q2 2023Q3 20232
Benchmark Financial Wealth Advisors, LLC 110.10%0.13%0.15%Q1 2022Q3 20222
Yoder Wealth Management, Inc. 220.16%0.17%0.18%Q2 2023Q3 20232
INSTRUMENTAL WEALTH, LLC 220.28%0.29%0.30%Q2 2023Q3 20232
Full Sail Capital, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Central Square Management LLC 229.12%10.06%11.00%Q2 2013Q3 20132
One Charles Private Wealth Services, LLC 220.14%0.15%0.16%Q4 2021Q1 20222
Hill Investment Group Partners, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Gilfoyle Management LLC 227.87%16.74%25.60%Q2 2023Q3 20232
Nemes Rush Group LLC 220.47%0.48%0.50%Q2 2023Q3 20232
ELEVATUS WELATH MANAGEMENT 220.23%0.40%0.57%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Slagle Financial, LLC 220.29%0.30%0.31%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
UNION SAVINGS BANK 220.08%0.08%0.08%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 221.98%2.00%2.01%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Arcataur Capital Management LLC 220.20%0.21%0.21%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 221.90%1.95%2.00%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.80%0.81%0.81%Q2 2023Q3 20232
UniSuper Management Pty Ltd 222.09%2.41%2.72%Q2 2023Q3 20232
Certus Wealth Management, LLC 220.70%0.73%0.76%Q2 2023Q3 20232
Acorns Advisers, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
PFW Advisors LLC 220.15%0.15%0.16%Q2 2023Q3 20232
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.14%0.16%0.17%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 222.23%2.23%2.23%Q2 2023Q3 20232
Holowesko Partners Ltd. 221.79%1.85%1.90%Q4 2020Q1 20212
Sterling Financial Group, Inc. 220.24%0.26%0.26%Q2 2023Q3 20232
McGuire Investment Group, LLC 220.04%0.04%0.05%Q4 2021Q1 20222
Dechtman Wealth Management, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
CGC Financial Services, LLC 220.11%0.15%0.18%Q2 2023Q3 20232
Grant Street Asset Management, Inc. 110.01%0.15%0.30%Q4 2020Q2 20222
Oak Thistle LLC 220.10%0.19%0.27%Q2 2023Q3 20232
Werlinich Asset Management, LLC 220.15%0.16%0.16%Q4 2021Q1 20222
BANTA ASSET MANAGEMENT LP 110.24%0.25%0.27%Q3 2022Q2 20232
Black Swift Group, LLC 110.01%0.08%0.15%Q4 2020Q4 20222
Cascadia Advisory Services, LLC 220.04%0.07%0.10%Q2 2021Q3 20212
Heritage Trust Co 220.06%0.06%0.06%Q2 2023Q3 20232
SCHRODERS IS Ltd 220.10%0.14%0.19%Q1 2022Q2 20222
ACUITY INVESTMENT MANAGEMENT INC 220.08%0.09%0.10%Q2 2013Q3 20132
Nachman Norwood & Parrott, Inc 220.03%0.04%0.04%Q3 2020Q4 20202
Boston Common Asset Management, LLC 110.00%0.02%0.05%Q2 2014Q2 20172
Corriente Advisors, LLC 221.13%1.27%1.40%Q1 2020Q2 20202
Blackstone Inc. 220.73%0.75%0.77%Q1 2021Q2 20212
Hexavest Inc. 220.00%0.00%0.01%Q4 2020Q1 20212
One Fin Capital Management LP 220.93%1.86%2.80%Q2 2019Q3 20192
Perimeter Capital Partners, LLC 110.05%0.33%0.62%Q2 2013Q2 20132
Maytus Capital Management, LLC 110.64%0.74%0.84%Q3 2020Q1 20232
Aull & Monroe Investment Management Corp 110.09%0.10%0.10%Q1 2021Q4 20212
Vestpro Financial Partners, Inc. dba CPF Texas 220.04%0.04%0.05%Q4 2017Q1 20182
Pelorus Jack Capital, L.P. 221.90%2.94%3.99%Q4 2017Q1 20182
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 220.01%0.01%0.02%Q4 2021Q1 20222
Columbus Hill Capital Management, L.P. 220.32%0.36%0.39%Q1 2023Q2 20232
Andesa Financial Management Inc. 110.09%0.12%0.15%Q1 2022Q3 20222
Geneva Partners, LLC 220.44%1.07%1.70%Q2 2023Q3 20232
Round Table Services, LLC 110.06%0.07%0.08%Q1 2019Q3 20192
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 220.01%0.01%0.01%Q1 2017Q2 20172
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%1.01%2.00%Q4 2015Q3 20232
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 220.36%0.62%0.89%Q4 2020Q1 20212
Fulcrum Equity Management 220.10%0.11%0.13%Q4 2021Q1 20222
Passport Capital, LLC 110.00%0.03%0.07%Q2 2014Q4 20142
MENORA MIVTACHIM HOLDINGS LTD. 221.81%1.83%1.86%Q2 2023Q3 20232
Modus Advisors, LLC 110.02%0.09%0.16%Q2 2021Q4 20232
Providence First Trust Co 110.02%0.36%0.71%Q3 2022Q3 20232
TENOR CAPITAL MANAGEMENT Co., L.P. 220.33%0.43%0.53%Q2 2013Q3 20132
OPTIMAS CAPITAL Ltd 220.80%2.34%3.88%Q2 2022Q3 20222
LEVITT CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Independent Portfolio Consultants, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
CARILLON TOWER ADVISERS, INC. 220.03%0.04%0.06%Q3 2020Q4 20202
FARMERS TRUST CO 220.05%0.05%0.05%Q2 2023Q3 20232
SYM FINANCIAL Corp 220.05%0.07%0.10%Q2 2023Q3 20232
CR Intrinsic Investors, LLC 220.06%0.17%0.28%Q2 2013Q3 20132
SCHALLER INVESTMENT GROUP INC 220.89%0.91%0.94%Q2 2017Q3 20172
Optiver US LLC 110.00%0.01%0.02%Q1 2020Q3 20202
Americana Partners, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Spearhead Capital Advisors, LLC 220.55%0.57%0.59%Q4 2021Q1 20222
Towercrest Capital Management 220.07%0.09%0.10%Q3 2020Q4 20202
ARISTEIA CAPITAL, L.L.C. 110.07%0.13%0.19%Q3 2014Q4 20182
AlphaCrest Capital Management LLC 110.08%0.08%0.09%Q3 2019Q1 20202
Suncoast Equity Management 220.05%0.06%0.06%Q2 2023Q3 20232
Planned Solutions, Inc. 220.06%0.07%0.08%Q3 2020Q4 20202
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 221.65%2.47%3.30%Q4 2022Q1 20232
EWA, LLC 220.16%0.17%0.18%Q2 2023Q3 20232
Cordant, Inc. 110.01%0.02%0.04%Q1 2022Q3 20232
Areion Asset Management Co Ltd 2261.38%61.44%61.49%Q1 2021Q2 20212
Charles-Lim Capital Ltd 110.84%3.86%6.89%Q3 2021Q4 20222
Thrax Management, LLC 220.18%1.75%3.32%Q3 2016Q4 20162
Northside Capital Management, LLC 220.08%0.12%0.16%Q2 2023Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.12%0.14%0.15%Q4 2021Q1 20222
Deep Basin Capital LP 221.77%2.20%2.63%Q3 2020Q4 20202
Golden Green, Inc. 220.19%0.23%0.28%Q4 2021Q1 20222
CMG Global Holdings, LLC 220.20%0.21%0.22%Q4 2021Q1 20222
BOWEN HANES & CO INC 220.84%0.84%0.84%Q2 2023Q3 20232
Strategic Capital Alternatives LLC 110.04%0.05%0.05%Q3 2014Q2 20152
Valentine Capital Asset Management, Inc. 220.60%0.91%1.22%Q3 2015Q4 20152
Red Spruce Capital, LLC 220.17%0.18%0.18%Q3 2023Q4 20232
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 220.05%0.06%0.07%Q2 2023Q3 20232
ADIRONDACK RETIREMENT SPECIALISTS, INC. 220.01%0.01%0.01%Q1 2023Q2 20232
Bramshill Investments, LLC 110.00%0.02%0.05%Q3 2017Q2 20222
FWL INVESTMENT MANAGEMENT, LLC 110.04%0.08%0.13%Q4 2022Q3 20232
TWINBEECH CAPITAL LP 110.05%0.65%1.25%Q4 2019Q3 20202
Arlington Capital Management, Inc. 220.42%0.60%0.77%Q3 2020Q4 20202
Private Vista, LLC 110.06%0.08%0.11%Q4 2019Q2 20202
Alpha DNA Investment Management LLC 110.01%0.07%0.14%Q1 2021Q4 20222
OPTIONS SOLUTIONS, LLC 220.43%0.53%0.63%Q1 2023Q2 20232
Long Focus Capital Management, LLC 110.69%2.96%5.22%Q1 2022Q1 20232
Flagship Private Wealth, LLC 110.02%0.02%0.02%Q4 2020Q2 20212
Covenant Partners, LLC 220.09%0.20%0.32%Q2 2023Q3 20232
Signature Wealth Management Partners, LLC 220.19%0.20%0.20%Q4 2021Q1 20222
CANYON CAPITAL ADVISORS LLC 110.10%0.17%0.25%Q3 2016Q3 20162
HCEP Management Ltd 110.26%8.94%17.62%Q1 2022Q2 20232
Anchorage Capital Group, L.L.C. 220.54%1.22%1.90%Q3 2018Q4 20182
HAMEL ASSOCIATES, INC. 110.13%0.14%0.14%Q4 2014Q3 20152
Strategic Equity Management 220.07%0.07%0.08%Q4 2021Q1 20222
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.02%0.04%0.05%Q3 2015Q4 20152
Scion Asset Management 2235.11%37.29%39.47%Q1 2021Q2 20212
E&G Advisors, LP 220.09%0.09%0.09%Q2 2023Q3 20232
CWH Capital Management, Inc. 220.17%0.21%0.25%Q3 2020Q4 20202
Biltmore Wealth Management, LLC 220.32%0.36%0.40%Q2 2023Q3 20232
HGI Capital Management, LLC 220.11%0.11%0.12%Q4 2021Q1 20222
Performa Ltd (US), LLC 220.03%0.22%0.41%Q4 2019Q1 20202
G2 Investment Partners Management LLC 220.59%0.85%1.11%Q1 2016Q2 20162
SECOR Capital Advisors, LP 110.22%0.31%0.40%Q2 2017Q1 20192
Coyle Financial Counsel LLC 220.02%0.02%0.02%Q1 2018Q2 20182
CASCADE INVESTMENT GROUP, INC. 220.23%0.23%0.23%Q2 2023Q3 20232
BEACON FINANCIAL GROUP 220.14%0.14%0.14%Q4 2020Q1 20212
Pensionfund DSM Netherlands 221.31%1.44%1.56%Q3 2021Q4 20212
Heartwood Wealth Advisors LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Legacy Wealth Asset Management, LLC 110.09%0.58%1.07%Q2 2022Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.01%0.01%Q2 2013Q3 20132
Beacon Pointe Wealth Advisors, LLC 220.05%0.05%0.05%Q3 2019Q4 20192
Yakira Capital Management, Inc. 110.01%0.04%0.08%Q2 2019Q2 20192
RELIANCE TRUST CO OF DELAWARE 220.02%0.02%0.02%Q3 2015Q4 20152
LifePlan Financial Group, Inc 220.07%0.11%0.15%Q2 2020Q3 20202
New England Private Wealth Advisors LLC 220.06%0.07%0.08%Q3 2018Q4 20182
Trinity Legacy Partners, LLC 220.08%0.09%0.10%Q4 2021Q1 20222
Wolf Group Capital Advisors 110.09%0.14%0.20%Q4 2021Q3 20232
Tranquilli Financial Advisor LLC 220.14%0.15%0.16%Q4 2021Q1 20222
Cito Capital Group, LLC 110.20%0.28%0.36%Q4 2022Q2 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
WINSLOW ASSET MANAGEMENT INC 220.05%0.07%0.10%Q2 2023Q3 20232
Hoffman, Alan N Investment Management 220.23%0.25%0.28%Q1 2022Q2 20222
Navis Wealth Advisors, LLC 220.27%0.34%0.41%Q2 2023Q3 20232
Lyon Street Capital, LLC 220.74%0.77%0.80%Q4 2021Q1 20222
Lipe & Dalton 110.06%0.11%0.15%Q2 2020Q1 20222
Headlands Technologies LLC 220.09%12.16%24.22%Q1 2023Q2 20232
Blooom, Inc. 110.20%0.29%0.37%Q4 2020Q2 20222
Triatomic Management LP 110.21%5.29%10.38%Q4 2022Q3 20232
Trutina Financial LLC 110.04%0.04%0.05%Q3 2013Q1 20142
Renasant Bank 220.34%0.35%0.35%Q4 2020Q1 20212
HITE Hedge Asset Management LLC 220.42%0.49%0.55%Q2 2023Q3 20232
Sather Financial Group Inc 220.02%0.02%0.02%Q2 2023Q3 20232
BW Gestao de Investimentos Ltda. 220.16%0.37%0.59%Q2 2023Q3 20232
BTG Pactual Global Asset Management Ltd 110.05%0.08%0.11%Q3 2018Q1 20222
NTV ASSET MANAGEMENT LLC 220.07%0.08%0.09%Q2 2023Q3 20232
Redmond Asset Management, LLC 220.43%0.47%0.51%Q2 2023Q3 20232
Capitolis Advisors LLC 110.06%1.73%3.40%Q4 2021Q3 20222
NTB Financial Corp 110.28%0.28%0.28%Q2 2022Q2 20221
Sarasin & Partners LLP 110.29%0.29%0.29%Q2 2013Q2 20131
New World Advisors LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Duquesne Family Office 115.78%5.78%5.78%Q4 2018Q4 20181
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Hillhouse Capital Management 111.05%1.05%1.05%Q2 2019Q2 20191
Members Trust Co 110.01%0.01%0.01%Q4 2021Q4 20211
Probity Advisors, Inc. 110.06%0.06%0.06%Q3 2020Q3 20201
Rinet Co LLC 110.11%0.11%0.11%Q3 2021Q3 20211
Hanlon Investment Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Taylor Hoffman Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Prudence Investment Management (Hong Kong) Ltd. 117.62%7.62%7.62%Q2 2022Q2 20221
Honeycomb Asset Management LP 111.00%1.00%1.00%Q1 2021Q1 20211
Lumina Fund Management LLC 110.54%0.54%0.54%Q3 2020Q3 20201
Insight Inv LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Clearline Capital LP 111.10%1.10%1.10%Q4 2022Q4 20221
HERBST GROUP, LLC 110.54%0.54%0.54%Q3 2022Q3 20221
LEE JOHNSON CAPITAL MANAGEMENT, LLC 111.33%1.33%1.33%Q1 2022Q1 20221
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
MANA Advisors LLC 111.00%1.00%1.00%Q2 2020Q2 20201
Solano Wealth Management, Inc. 110.15%0.15%0.15%Q2 2023Q2 20231
Stone Toro Investment Advisers, LP 110.28%0.28%0.28%Q3 2013Q3 20131
West Coast Financial LLC 110.06%0.06%0.06%Q3 2017Q3 20171
Lone Pine Capital 111.68%1.68%1.68%Q2 2013Q2 20131
Reby Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Manteio Capital LLC 110.60%0.60%0.60%Q4 2021Q4 20211
Clear Sky Advisers, LLC 111.47%1.47%1.47%Q2 2023Q2 20231
Glen Point Capital LLP 113.01%3.01%3.01%Q4 2019Q4 20191
Rockwood Wealth Management, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
BLOOM TREE PARTNERS, LLC 115.39%5.39%5.39%Q1 2016Q1 20161
Capital International Investors 110.01%0.01%0.01%Q1 2019Q1 20191
SoftBank Group 110.70%0.70%0.70%Q2 2020Q2 20201
WHITE SQUARE CAPITAL LLP 113.51%3.51%3.51%Q4 2020Q4 20201
MADRONA FUNDS, LLC 110.15%0.15%0.15%Q3 2019Q3 20191
Warlander Asset Management, LP 119.21%9.21%9.21%Q1 2019Q1 20191
Kure Advisory, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
HATTON CONSULTING, INC. 110.56%0.56%0.56%Q3 2021Q3 20211
SIGNET MANAGEMENT USA, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
MARSHALL & SULLIVAN INC /WA/ 110.06%0.06%0.06%Q4 2022Q4 20221
Torch Wealth Management LLC 110.06%0.06%0.06%Q1 2014Q1 20141
SYKON CAPITAL LLC 110.14%0.14%0.14%Q2 2023Q2 20231
KPP Advisory Services LLC 112.19%2.19%2.19%Q3 2023Q3 20231
Roberts Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
MAPLE SECURITIES USA INC 110.04%0.04%0.04%Q1 2014Q1 20141
Advisors Preferred, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Oakwell Private Wealth Management, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
SILVERBACK ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Karamaan Group, LLC 111.29%1.29%1.29%Q4 2013Q4 20131
PINNBROOK CAPITAL MANAGEMENT LP 112.62%2.62%2.62%Q1 2022Q1 20221
Jabre Capital Partners S.A. 110.97%0.97%0.97%Q2 2017Q2 20171
Meru Capital Group, LP 110.22%0.22%0.22%Q1 2017Q1 20171
NORDEN GROUP LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Archipel Asset Management AB 112.40%2.40%2.40%Q3 2013Q3 20131
Hao Advisors Management Ltd 116.38%6.38%6.38%Q4 2022Q4 20221
Tejara Capital Ltd 110.86%0.86%0.86%Q4 2022Q4 20221
Strategic Advocates LLC 111.91%1.91%1.91%Q3 2023Q3 20231
Allie Family Office LLC 110.17%0.17%0.17%Q1 2022Q1 20221
AHL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
DIFESA CAPITAL MANAGEMENT, LP 110.67%0.67%0.67%Q2 2023Q2 20231
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Silicon Valley Community Foundation 110.40%0.40%0.40%Q4 2021Q4 20211
Sensible Financial Planning & Management, LLC. 110.09%0.09%0.09%Q4 2020Q4 20201
Pictet Asset Management Holding SA 110.76%0.76%0.76%Q3 2023Q3 20231
Orbitronix, LP 110.48%0.48%0.48%Q2 2014Q2 20141
Irish Life Investment Managers Ltd. 110.01%0.01%0.01%Q2 2013Q2 20131
GSG Advisors LLC 110.14%0.14%0.14%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 111.18%1.18%1.18%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.10%0.10%0.10%Q3 2023Q3 20231
Financial Security Advisor, Inc. 110.35%0.35%0.35%Q3 2023Q3 20231
Arlington Trust Co LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
IAMS WEALTH MANAGEMENT, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.74%0.74%0.74%Q3 2023Q3 20231
SHARIAPORTFOLIO, INC. 117.82%7.82%7.82%Q3 2023Q3 20231
ROGCO, LP 110.01%0.01%0.01%Q3 2023Q3 20231
WJ Interests, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
SYON CAPITAL LLC 110.08%0.08%0.08%Q3 2023Q3 20231
SOMERVILLE KURT F 110.04%0.04%0.04%Q4 2021Q4 20211
SYNTAX RESEARCH, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Lodge Hill Capital, LLC 110.15%0.15%0.15%Q1 2018Q1 20181
United Community Bank 110.13%0.13%0.13%Q3 2023Q3 20231
Taylor & Morgan Wealth Management, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Lakeshore Financial Planning, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Prosperitas Financial LLC 110.44%0.44%0.44%Q3 2023Q3 20231
NEOS Investment Management LLC 112.48%2.48%2.48%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Pariax, LLC 110.26%0.26%0.26%Q4 2022Q4 20221
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Austin Wealth Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Wyrmwood Management LLC 1123.73%23.73%23.73%Q4 2023Q4 20231
Snider Financial Group 110.21%0.21%0.21%Q2 2021Q2 20211
KGH Ltd 111.07%1.07%1.07%Q4 2020Q4 20201
Barnett & Company, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.90%0.90%0.90%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.09%0.09%0.09%Q4 2023Q4 20231
QUATTRO FINANCIAL ADVISORS LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Intrinsic Edge Capital Management LLC 110.27%0.27%0.27%Q2 2019Q2 20191
GLG INC. 110.01%0.01%0.01%Q4 2013Q4 20131
Pentwater Capital Management LP 110.04%0.04%0.04%Q3 2020Q3 20201
MIG Capital, LLC 115.50%5.50%5.50%Q3 2016Q3 20161
Merchants' Gate Capital LP 110.57%0.57%0.57%Q1 2014Q1 20141
Ziff Brothers Investments, L.L.C. 115.48%5.48%5.48%Q3 2015Q3 20151
LUMINUS MANAGEMENT LLC 110.19%0.19%0.19%Q1 2018Q1 20181
Standard Investments LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Boulder Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Montecito Bank & Trust 110.04%0.04%0.04%Q4 2021Q4 20211
AlpInvest Partners B.V. 114.27%4.27%4.27%Q1 2013Q1 20131
Parkside Investments, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
SC&H Financial Advisors, Inc. 110.15%0.15%0.15%Q4 2021Q4 20211
Wilmington Trust Investment Management, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
IBERIABANK CORP 110.10%0.10%0.10%Q2 2020Q2 20201
DEERE & CO 110.10%0.10%0.10%Q2 2015Q2 20151
PECONIC PARTNERS LLC 113.58%3.58%3.58%Q4 2018Q4 20181
Pinnacle Holdings, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Coltrane Asset Management L.P. 1121.86%21.86%21.86%Q4 2020Q4 20201
INTREPID FAMILY OFFICE LLC 113.09%3.09%3.09%Q4 2022Q4 20221
Seamans Capital Management, LLC 110.08%0.08%0.08%Q2 2014Q2 20141
WBI INVESTMENTS, LLC 110.72%0.72%0.72%Q2 2021Q2 20211
New England Research & Management, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Westchester Capital Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Southeast Asset Advisors Inc. 110.07%0.07%0.07%Q4 2020Q4 20201
Tradeworx Inc. 110.49%0.49%0.49%Q1 2014Q1 20141
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
DeepCurrents Investment Group LLC 110.71%0.71%0.71%Q4 2022Q4 20221
Berry Street Capital Management LLP 111.36%1.36%1.36%Q4 2020Q4 20201
Evolution Capital Management LLC 1123.06%23.06%23.06%Q1 2022Q1 20221
DEFINED WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Portfolio Strategies, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Center For Asset Management LLC 110.22%0.22%0.22%Q1 2021Q1 20211
Smart Portfolios, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Ally Financial Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 111.35%1.35%1.35%Q3 2023Q3 20231
Opera Trading Capital 110.01%0.01%0.01%Q2 2018Q2 20181
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gideon Capital Advisors, Inc. 110.08%0.08%0.08%Q3 2019Q3 20191
Gilman Hill Asset Management, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Park West Asset Management LLC 110.19%0.19%0.19%Q3 2018Q3 20181
ShoreHaven Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SOROS CAPITAL MANAGEMENT LLC 111.80%1.80%1.80%Q3 2020Q3 20201
Camelot Portfolios, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
Winning Points Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Employers Holdings, Inc. 111.08%1.08%1.08%Q4 2020Q4 20201
Filbrandt Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Moab Capital Partners 119.65%9.65%9.65%Q4 2020Q4 20201
LOEWS CORP 110.02%0.02%0.02%Q2 2013Q2 20131
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Widmann Financial Services, Inc. 110.81%0.81%0.81%Q4 2021Q4 20211
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
MD Financial Management Inc. 110.16%0.16%0.16%Q4 2021Q4 20211
RWC Asset Management LLP 110.00%0.00%0.00%Q2 2020Q2 20201
Gemsstock Ltd. 110.20%0.20%0.20%Q1 2021Q1 20211
Garda Capital Partners LP 110.12%0.12%0.12%Q3 2023Q3 20231
Team Financial Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Rovida Advisors Inc. 112.68%2.68%2.68%Q3 2020Q3 20201
Gallagher Benefit Services, Inc. 110.12%0.12%0.12%Q4 2022Q4 20221
MENTA CAPITAL LLC 110.06%0.06%0.06%Q1 2014Q1 20141
CEDAR CAPITAL, LLC 110.13%0.13%0.13%Q3 2020Q3 20201
AKUNA SECURITIES LLC 110.03%0.03%0.03%Q2 2022Q2 20221
EFG CAPITAL INTERNATIONAL CORP. 111.76%1.76%1.76%Q2 2023Q2 20231
RFG HOLDINGS, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
Legacy CG, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Treynor Bancshares, Inc. 110.45%0.45%0.45%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BlueCrest Capital Management LLP 110.49%0.49%0.49%Q3 2013Q3 20131
RiverTree Advisors, LLC 110.62%0.62%0.62%Q4 2021Q4 20211
TIG Advisors, LLC 110.07%0.07%0.07%Q2 2013Q2 20131
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q3 2013Q3 20131
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Campbell & CO Investment Adviser LLC 110.16%0.16%0.16%Q4 2022Q4 20221
EA Series Trust 110.37%0.37%0.37%Q2 2023Q2 20231
GLADE BROOK CAPITAL PARTNERS LLC 110.67%0.67%0.67%Q3 2013Q3 20131
Progressive Investment Management Corp 110.14%0.14%0.14%Q1 2023Q1 20231
Hound Partners 110.36%0.36%0.36%Q3 2020Q3 20201
Force Hill Capital Management LP 110.89%0.89%0.89%Q3 2022Q3 20221
Endowment Wealth Management, Inc. 110.38%0.38%0.38%Q4 2021Q4 20211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.38%0.38%0.38%Q2 2020Q2 20201
Flower City Capital 110.24%0.24%0.24%Q2 2023Q2 20231
BBR PARTNERS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Urban Wealth Management, LLC 112.61%2.61%2.61%Q2 2022Q2 20221
GILL CAPITAL PARTNERS, LLC 110.09%0.09%0.09%Q4 2023Q4 20231
Miura Global Management 110.81%0.81%0.81%Q1 2020Q1 20201
Geduld E E 111.40%1.40%1.40%Q2 2016Q2 20161
ARS Investment Partners, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Hilton Capital Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Kensington Investment Counsel, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Strategy Capital 115.24%5.24%5.24%Q2 2020Q2 20201
AXIAL CAPITAL MANAGEMENT, LLC 111.99%1.99%1.99%Q3 2013Q3 20131
INDUS CAPITAL PARTNERS, LLC 113.65%3.65%3.65%Q4 2017Q4 20171
SMITH CAPITAL MANAGEMENT INC /AR/ADV 110.18%0.18%0.18%Q3 2020Q3 20201
CAPITAL ONE FINANCIAL CORP 110.03%0.03%0.03%Q4 2021Q4 20211
Jetstream Capital LLC 110.60%0.60%0.60%Q2 2022Q2 20221
FMA ADVISORY INC 110.08%0.08%0.08%Q3 2021Q3 20211
BOLTON LP 115.60%5.60%5.60%Q4 2013Q4 20131
Antara Capital LP 111.14%1.14%1.14%Q4 2018Q4 20181
Alpine Group USVI, LLC 113.54%3.54%3.54%Q1 2019Q1 20191
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
Community Bank & Trust, Waco, Texas 110.09%0.09%0.09%Q2 2023Q2 20231
Haafor (Singapore) Pte. Ltd. 110.37%0.37%0.37%Q1 2020Q1 20201
Senvest Management, LLC 110.57%0.57%0.57%Q2 2017Q2 20171
Elevation Capital Advisory, LLC 110.21%0.21%0.21%Q2 2021Q2 20211
Guardian Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Empire Capital Management, L.L.C. 111.62%1.62%1.62%Q4 2015Q4 20151
Southpoint Capital Advisors LP 110.57%0.57%0.57%Q1 2016Q1 20161
Jeneq Management LP 111.09%1.09%1.09%Q4 2019Q4 20191
White Pine Investment CO 110.12%0.12%0.12%Q3 2023Q3 20231
Sound Point Capital Management, LP 113.76%3.76%3.76%Q3 2016Q3 20161
Kerrisdale Advisers, LLC 110.50%0.50%0.50%Q1 2020Q1 20201
Secrest Blakey & Associates, LLC 110.52%0.52%0.52%Q2 2020Q2 20201
Oasis Management Co Ltd. 1118.82%18.82%18.82%Q4 2018Q4 20181
FIRST FINANCIAL EQUITY CORPORATION 110.20%0.20%0.20%Q1 2017Q1 20171
Genus Capital Management Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
SFE Investment Counsel 110.06%0.06%0.06%Q3 2023Q3 20231
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
ASSET PLANNING CORPORATION 110.08%0.08%0.08%Q4 2020Q4 20201
Kamunting Street Capital Management, L.P. 111.08%1.08%1.08%Q3 2022Q3 20221
AUGUSTINE ASSET MANAGEMENT INC 110.10%0.10%0.10%Q1 2022Q1 20221
TLS Advisors LLC 113.64%3.64%3.64%Q4 2022Q4 20221
REDWOOD CAPITAL MANAGEMENT, LLC 1121.07%21.07%21.07%Q1 2021Q1 20211
Henrickson Nauta Wealth Advisors, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Luxor Capital Group, LP 110.53%0.53%0.53%Q1 2021Q1 20211
INHERENT GROUP, LP 110.87%0.87%0.87%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
CRAWFORD INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q1 2022Q1 20221
XTX MARKETS LLC 112.29%2.29%2.29%Q1 2020Q1 20201
LANSDOWNE PARTNERS LIMITED PARTNERSHIP 110.87%0.87%0.87%Q1 2014Q1 20141
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
A.R.T. Advisors, LLC 110.29%0.29%0.29%Q2 2013Q2 20131
Anchor Bolt Capital, LP 110.91%0.91%0.91%Q4 2018Q4 20181
Black Maple Capital Management LP 110.74%0.74%0.74%Q2 2021Q2 20211
Espalier Global Management LLC 113.70%3.70%3.70%Q4 2014Q4 20141
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
JACKSON SQUARE CAPITAL, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
JNE Partners LLP 1118.94%18.94%18.94%Q1 2021Q1 20211
McGowan Group Asset Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
BAINCO INTERNATIONAL INVESTORS 110.04%0.04%0.04%Q4 2020Q4 20201
Swedbank 110.39%0.39%0.39%Q4 2020Q4 20201
Concentric Capital Strategies, LP 110.06%0.06%0.06%Q3 2023Q3 20231
Jenkins Wealth 110.14%0.14%0.14%Q4 2022Q4 20221
FutureAdvisor, Inc. 110.08%0.08%0.08%Q3 2015Q3 20151
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
Park Capital Group, Inc. 118.26%8.26%8.26%Q4 2020Q4 20201
Prospect Capital Advisors, LLC 111.43%1.43%1.43%Q3 2016Q3 20161
Legacy Financial Group LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Liberty Mutual Group Asset Management Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
TAP Consulting, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
USA FINANCIAL FORMULAS 110.90%0.90%0.90%Q4 2020Q4 20201
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Segantii Capital Management Ltd 111.84%1.84%1.84%Q4 2022Q4 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Financial Consulate Inc. 110.24%0.24%0.24%Q2 2021Q2 20211
Ardmore Road Asset Management LP 112.10%2.10%2.10%Q3 2022Q3 20221
CastleKnight Management LP 110.71%0.71%0.71%Q4 2022Q4 20221
Delta Lloyd Asset Management N.V. 110.63%0.63%0.63%Q2 2017Q2 20171
Pacific Wealth Management 110.18%0.18%0.18%Q1 2022Q1 20221
Hollow Brook Wealth Management LLC 110.19%0.19%0.19%Q4 2021Q4 20211
AJO, LP 110.04%0.04%0.04%Q3 2020Q3 20201
GETCO Holding Company, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Cognios Capital, LLC 110.44%0.44%0.44%Q1 2020Q1 20201
SCOGGIN MANAGEMENT LP 110.29%0.29%0.29%Q1 2019Q1 20191
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 110.33%0.33%0.33%Q1 2014Q1 20141
Polianta Ltd 110.63%0.63%0.63%Q1 2021Q1 20211
FORTE ASSET MANAGEMENT LLC 110.67%0.67%0.67%Q4 2022Q4 20221
MITCHELL & PAHL PRIVATE WEALTH, LLC 110.59%0.59%0.59%Q4 2020Q4 20201
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.28%0.28%0.28%Q4 2021Q4 20211
SUTTON PLACE INVESTORS LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Ada Investment Management, LP 110.11%0.11%0.11%Q3 2015Q3 20151
Somerset Group LLC 110.15%0.15%0.15%Q1 2022Q1 20221
ESG Planning 110.20%0.20%0.20%Q1 2022Q1 20221
Empirical Asset Management, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
SENTINEL PENSION ADVISORS INC 110.10%0.10%0.10%Q4 2021Q4 20211
Maxi Investments CY Ltd 110.35%0.35%0.35%Q4 2022Q4 20221
Corvid Peak Capital Management, LLC 110.24%0.24%0.24%Q1 2018Q1 20181
GREENWOOD CAPITAL ASSOCIATES LLC 110.05%0.05%0.05%Q4 2021Q4 20211
JANA PARTNERS LLC 110.38%0.38%0.38%Q4 2016Q4 20161
KEYSTONE INVESTORS PTE LTD 110.30%0.30%0.30%Q3 2023Q3 20231
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Columbia Trust Co 01012016 110.36%0.36%0.36%Q2 2020Q2 20201
LOEB PARTNERS CORP 110.08%0.08%0.08%Q2 2015Q2 20151
Drake & Associates, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
ZBI Services, L.L.C. 114.80%4.80%4.80%Q4 2015Q4 20151
Northwest Bank & Trust Co 110.02%0.02%0.02%Q2 2023Q2 20231
First Pacific Financial 110.04%0.04%0.04%Q3 2023Q3 20231
Murchinson Ltd. 112.03%2.03%2.03%Q4 2021Q4 20211
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Astrantus Ltd 110.63%0.63%0.63%Q4 2021Q4 20211
WENDELL DAVID ASSOCIATES INC 110.02%0.02%0.02%Q4 2020Q4 20201
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q1 2014Q1 20141
PALLADIEM, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
NINE MASTS CAPITAL Ltd 113.56%3.56%3.56%Q4 2022Q4 20221
THORNBURG INVESTMENT MANAGEMENT INC 110.06%0.06%0.06%Q2 2016Q2 20161
Plan Group Financial, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
COURIER CAPITAL LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Atlas Financial Advisors, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
Corvex Management LP 110.04%0.04%0.04%Q3 2023Q3 20231
Monashee Investment Management LLC 111.01%1.01%1.01%Q1 2017Q1 20171
SCHARF INVESTMENTS, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Silversage Advisors 1110.58%10.58%10.58%Q2 2021Q2 20211
SWARTHMORE GROUP INC 112.34%2.34%2.34%Q3 2014Q3 20141
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
Broad Peak Investment Holdings Ltd. 110.30%0.30%0.30%Q1 2018Q1 20181
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 110.90%0.90%0.90%Q4 2022Q4 20221
Carter Financial Group, INC. 111.40%1.40%1.40%Q1 2022Q1 20221
Cornerstone Retirement Group, Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
EXCALIBUR MANAGEMENT CORP 110.11%0.11%0.11%Q1 2023Q1 20231
Nantahala Capital Management 111.74%1.74%1.74%Q2 2013Q2 20131
Panning Capital Management, LP 1111.65%11.65%11.65%Q3 2015Q3 20151
WIPFLI FINANCIAL ADVISORS LLC, 110.45%0.45%0.45%Q3 2022Q3 20221
Second Half Financial Partners, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.17%0.17%0.17%Q2 2013Q2 20131
Bristol Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Virtus Investment Advisers, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
Snow Lake Capital (HK) Ltd 111.81%1.81%1.81%Q4 2022Q4 20221
Rather & Kittrell, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Gyon Technologies Capital Management, LP 110.10%0.10%0.10%Q1 2021Q1 20211
Argent Wealth Management LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Permian Investment Partners, LP 110.42%0.42%0.42%Q1 2020Q1 20201
Woodson Capital Management, LP 115.87%5.87%5.87%Q4 2022Q4 20221
GQ Asset Management, LLC 110.34%0.34%0.34%Q1 2020Q1 20201
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SUVRETTA CAPITAL MANAGEMENT, LLC 112.33%2.33%2.33%Q2 2019Q2 20191
CAZENOVE CAPITAL MANAGEMENT LTD 110.04%0.04%0.04%Q2 2013Q2 20131
AXQ CAPITAL, LP 110.34%0.34%0.34%Q3 2023Q3 20231
Crane Advisory, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Lighthouse Financial Advisors, Inc. 110.07%0.07%0.07%Q4 2020Q4 20201
Birchcreek Wealth Management, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 110.92%0.92%0.92%Q4 2022Q4 20221
GALAXY CAPITAL TRADING LTD 110.26%0.26%0.26%Q4 2013Q4 20131
440 INVESTMENT GROUP, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.43%0.43%0.43%Q3 2022Q3 20221
McNamara Financial Services, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
FinDec Wealth Services, Inc. 110.15%0.15%0.15%Q2 2023Q2 20231
Anatole Investment Management Ltd 1113.10%13.10%13.10%Q3 2023Q3 20231
Comprehensive Financial Consultants Institutional, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
NAVELLIER & ASSOCIATES INC 110.03%0.03%0.03%Q4 2013Q4 20131
KEATING INVESTMENT COUNSELORS INC 110.08%0.08%0.08%Q3 2023Q3 20231
Nova R Wealth, Inc. 110.20%0.20%0.20%Q1 2022Q1 20221
FENIMORE ASSET MANAGEMENT INC 110.01%0.01%0.01%Q1 2020Q1 20201
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
RAMSEY QUANTITATIVE SYSTEMS 111.96%1.96%1.96%Q3 2021Q3 20211
ATLANTIC INVESTMENT MANAGEMENT, INC. 110.12%0.12%0.12%Q3 2018Q3 20181
Tibra Equities Europe Ltd 111.27%1.27%1.27%Q3 2020Q3 20201
Pantheon Investment Group, LLC 110.26%0.26%0.26%Q4 2020Q4 20201
ELEMENT CAPITAL MANAGEMENT LLC 114.42%4.42%4.42%Q1 2017Q1 20171
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.21%0.21%0.21%Q4 2020Q4 20201
Verum Partners LLC 110.72%0.72%0.72%Q3 2023Q3 20231
SHAPIRO ROBERT N 110.00%0.00%0.00%Q2 2013Q2 20131
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q3 2017Q3 20171
Hills Bank & Trust Co 110.02%0.02%0.02%Q2 2021Q2 20211
JDM Financial Group LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Waterford Advisors, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
EPIQ Capital Group, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
3D/L Capital Management, LLC 110.25%0.25%0.25%Q4 2020Q4 20201
FFT WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q2 2023Q2 20231
KADENSA CAPITAL Ltd 114.86%4.86%4.86%Q4 2022Q4 20221
Samson Rock Capital LLP 111.49%1.49%1.49%Q4 2020Q4 20201
Vident Advisory, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
WALLER FINANCIAL PLANNING GROUP, INC 110.09%0.09%0.09%Q4 2023Q4 20231
1900 WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Cascabel Management LP 115.90%5.90%5.90%Q3 2014Q3 20141
Alan B Lancz & Associates, Inc. 110.14%0.14%0.14%Q1 2023Q1 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BEDEL FINANCIAL CONSULTING INC 110.20%0.20%0.20%Q3 2023Q3 20231
CAPITAL COUNSEL LLC/NY 110.01%0.01%0.01%Q3 2021Q3 20211
Randolph Co Inc 110.04%0.04%0.04%Q3 2023Q3 20231
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2017Q3 20171
black-and-white Capital LP 112.93%2.93%2.93%Q2 2017Q2 20171
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
Texas Capital Bank Wealth Management Services Inc 110.03%0.03%0.03%Q3 2023Q3 20231
CMC Financial Group 111.18%1.18%1.18%Q3 2020Q3 20201
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
NOTTINGHAM ADVISORS, INC. 110.04%0.04%0.04%Q4 2020Q4 20201
ARXIS SECURITIES LLC 1122.11%22.11%22.11%Q4 2016Q4 20161
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
CLIENT 1ST ADVISORY GROUP, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Top Ace Asset Management Ltd 112.71%2.71%2.71%Q4 2022Q4 20221
STONERIDGE INVESTMENT PARTNERS LLC 110.35%0.35%0.35%Q4 2022Q4 20221
ForthRight Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
NBT BANK N A /NY 110.06%0.06%0.06%Q3 2023Q3 20231
BHF RG Capital Inc. 110.23%0.23%0.23%Q3 2021Q3 20211
GMT CAPITAL CORP 110.13%0.13%0.13%Q3 2016Q3 20161
Hurlow Wealth Management Group, Inc. 110.43%0.43%0.43%Q2 2020Q2 20201
CORNERSTONE ADVISORS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Voleon Capital Management LP 113.53%3.53%3.53%Q4 2021Q4 20211
PRINCETON CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2018Q2 20181
SBK Financial, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
Legacy Bridge, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Chiron Investment Management, LLC 111.54%1.54%1.54%Q4 2021Q4 20211
Sante Capital Fund, LP 114.44%4.44%4.44%Q2 2021Q2 20211
SPRINGS CAPITAL (HONG KONG) Ltd 113.82%3.82%3.82%Q4 2021Q4 20211
Coulter & Justus Financial Services, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
OLD POINT TRUST & FINANCIAL SERVICES N A 110.02%0.02%0.02%Q2 2023Q2 20231
TEGEAN CAPITAL MANAGEMENT, LLC 110.59%0.59%0.59%Q3 2014Q3 20141
ArchPoint Investors 110.24%0.24%0.24%Q3 2021Q3 20211
Jupiter Wealth Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
MILESTONE ASSET MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Fluent Financial, LLC 110.36%0.36%0.36%Q1 2022Q1 20221
Team Hewins, LLC 111.31%1.31%1.31%Q3 2023Q3 20231
Hilltop Park Associates LLC 112.53%2.53%2.53%Q1 2016Q1 20161
SORA INVESTORS LLC 111.73%1.73%1.73%Q2 2023Q2 20231
LPWM LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Lantz Financial LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Clarfeld Financial Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Compass Financial Group, INC/SD 110.07%0.07%0.07%Q2 2023Q2 20231
Signet Investment Advisory Group, Inc. 110.04%0.04%0.04%Q4 2020Q4 20201
Darsana Capital Partners LP 1112.39%12.39%12.39%Q1 2020Q1 20201
SailingStone Capital Partners LLC 110.33%0.33%0.33%Q4 2022Q4 20221
Qsemble Capital Management, LP 110.40%0.40%0.40%Q4 2022Q4 20221
Syntal Capital Partners, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Salomon & Ludwin, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BluePath Capital Management, LLC 111.69%1.69%1.69%Q3 2023Q3 20231
REUTER JAMES WEALTH MANAGEMENT, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
CAMPBELL CAPITAL MANAGEMENT INC 112.20%2.20%2.20%Q2 2023Q2 20231
Lucia Wealth Services, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
BLOCKHOUSE CAPITAL MANAGEMENT LP 111.04%1.04%1.04%Q3 2017Q3 20171
SCHOLTZ & COMPANY, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
QUARRY HILL ADVISORS, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Woodline Partners LP 110.34%0.34%0.34%Q4 2021Q4 20211
Valtura Capital Partners LLC 112.22%2.22%2.22%Q2 2016Q2 20161
SHERBROOKE PARK ADVISERS LLC 111.35%1.35%1.35%Q4 2022Q4 20221
Yost Capital Management, LP 116.34%6.34%6.34%Q1 2015Q1 20151
ADVENT CAPITAL MANAGEMENT /DE/ 110.02%0.02%0.02%Q2 2016Q2 20161
CM WEALTH ADVISORS LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 110.48%0.48%0.48%Q4 2022Q4 20221
Skaana Management L.P. 111.03%1.03%1.03%Q4 2021Q4 20211
Rubric Capital Management LP 117.34%7.34%7.34%Q4 2016Q4 20161
Cynosure Group, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Financial Designs Corp 110.56%0.56%0.56%Q3 2023Q3 20231
Pinz Capital Management, LP 110.02%0.02%0.02%Q4 2021Q4 20211
Robbie L. Kennerson P.A., Inc. 110.25%0.25%0.25%Q4 2022Q4 20221
Landsberg, Bennett, & Dubbaneh LLC 110.07%0.07%0.07%Q3 2021Q3 20211
DARRELL & KING LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Sage Financial Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
OSTERWEIS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Carve CapitalAB 110.00%0.00%0.00%Q4 2017Q4 20171
CARDEROCK CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2021Q3 20211
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
West Tower Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
INNOVIS ASSET MANAGEMENT LLC 110.83%0.83%0.83%Q3 2023Q3 20231
ARBOR CAPITAL MANAGEMENT INC /ADV 110.28%0.28%0.28%Q4 2021Q4 20211
Riverpoint Wealth Management Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Blue Fin Capital, Inc. 110.07%0.07%0.07%Q1 2022Q1 20221
Grace Capital 111.18%1.18%1.18%Q4 2021Q4 20211
Retirement Planning Co of New England, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2015Q1 20151
Tarsadia Capital, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
MMA ASSET MANAGEMENT LLC 110.23%0.23%0.23%Q4 2020Q4 20201
MEDICI CAPITAL LLC 113.60%3.60%3.60%Q1 2023Q1 20231
St. Louis Financial Planners Asset Management, LLC 113.13%3.13%3.13%Q2 2023Q2 20231
William Allan Corp 110.07%0.07%0.07%Q4 2021Q4 20211
Elequin Capital, LP 110.00%0.00%0.00%Q1 2022Q1 20221
MIZUHO MARKETS AMERICAS LLC 110.44%0.44%0.44%Q4 2022Q4 20221
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
1060 Capital, LLC 1122.33%22.33%22.33%Q1 2019Q1 20191
Regency Capital Management Inc.\DE 110.02%0.02%0.02%Q1 2021Q1 20211
Authentikos Wealth Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Mariner Wealth Advisors-NYC, LLC 110.05%0.05%0.05%Q1 2015Q1 20151
Rinkey Investments 110.04%0.04%0.04%Q4 2021Q4 20211
PANORAMIC INVESTMENT ADVISORS, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
SRS Investment Management, LLC 114.02%4.02%4.02%Q2 2020Q2 20201
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Armbruster Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Energy Opportunities Capital Management, LLC 110.85%0.85%0.85%Q3 2017Q3 20171
ARMOR ADVISORS, L.L.C. 110.37%0.37%0.37%Q1 2022Q1 20221
NICOLET BANKSHARES INC 110.04%0.04%0.04%Q1 2022Q1 20221
FINANCIAL LIFE ADVISORS 110.10%0.10%0.10%Q3 2022Q3 20221
Atlas Principals, LLC 111.02%1.02%1.02%Q2 2020Q2 20201
Horizon Family Wealth, Inc. 110.25%0.25%0.25%Q1 2022Q1 20221
DRAVO BAY LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CAPITAL INSIGHT PARTNERS, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Guardian Wealth Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Lighthouse Investment Partners, LLC 110.82%0.82%0.82%Q3 2022Q3 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Amalgamated Financial Corp. 111.90%1.90%1.90%Q1 2022Q1 20221
ALLSTATE INVESTMENT MANAGEMENT CO 110.41%0.41%0.41%Q4 2022Q4 20221
Independence Advisors, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
External links

This page lists all the filers that currently own TESLA INC or have owned TESLA INC in the past.