VANGUARD INTL EQUITY INDEX F shareholder history

Current and past VANGUARD INTL EQUITY INDEX F shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.04%Q2 2013Q3 2023120
CITIGROUP INC 42420.00%0.03%0.23%Q2 2013Q3 202394
JANE STREET GROUP, LLC 3260.00%0.05%0.41%Q1 2014Q3 202388
BARCLAYS PLC 42420.00%0.01%0.04%Q2 2013Q3 202387
Citadel Advisors 2910.00%0.00%0.04%Q1 2014Q3 202386
Cutler Group LLC / CA 32320.00%0.01%0.24%Q4 2015Q3 202383
Walleye Trading LLC 2010.00%0.01%0.06%Q2 2013Q3 201964
HSBC HOLDINGS PLC 47470.00%0.03%0.08%Q1 2012Q3 202358
UBS Group AG 36360.00%0.07%0.25%Q4 2014Q3 202356
Parallax Volatility Advisers, L.P. 2010.00%0.01%0.15%Q3 2013Q4 202254
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.06%Q1 2009Q3 202349
CREDIT SUISSE AG/ 43430.00%0.02%0.09%Q1 2013Q3 202349
WELLS FARGO & COMPANY/MN 42420.00%0.05%0.16%Q2 2013Q3 202346
BANK OF MONTREAL /CAN/ 3920.00%0.02%0.06%Q2 2013Q3 202346
SIGNATUREFD, LLC 41410.00%5.82%31.92%Q3 2013Q3 202346
GOLDMAN SACHS GROUP INC 4240.01%0.10%0.16%Q1 2012Q3 202346
BANK OF AMERICA CORP /DE/ 42420.00%0.04%0.09%Q2 2013Q3 202344
ROYAL BANK OF CANADA 42420.00%0.03%0.08%Q2 2013Q3 202344
Veritable, L.P. 43430.02%0.19%0.33%Q4 2012Q2 202343
PRIVATE TRUST CO NA 43430.07%0.41%1.48%Q1 2013Q3 202343
Stairway Partners, LLC 43431.48%5.79%7.24%Q2 2013Q4 202343
Freedom Investment Management, Inc. 43430.00%0.14%0.56%Q1 2013Q3 202343
Stelac Advisory Services LLC 4213.81%10.50%16.61%Q4 2012Q3 202343
LAZARD ASSET MANAGEMENT LLC 42420.01%0.06%0.16%Q2 2013Q3 202342
Smithfield Trust Co 42422.01%3.05%4.08%Q2 2013Q3 202342
PARTHENON LLC 42420.20%0.28%0.38%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.05%0.10%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.28%0.72%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.06%0.16%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.03%0.08%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.03%0.19%0.50%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.08%0.19%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.31%1.96%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.16%0.49%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.08%0.19%Q2 2013Q3 202342
S&CO INC 42420.17%0.40%0.88%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.48%1.92%3.85%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.04%0.28%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.00%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.08%0.11%0.16%Q2 2013Q3 202342
Karpus Management, Inc. 42420.61%3.03%6.74%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.03%0.10%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.00%0.73%2.80%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.14%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.16%0.80%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.07%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.02%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.17%1.42%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.01%0.02%0.05%Q2 2013Q3 202342
MORGAN STANLEY 42420.08%0.25%0.46%Q2 2013Q3 202342
HEADINVEST, LLC 42420.08%0.11%0.16%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
Hudock, Inc. 42420.05%0.20%1.26%Q2 2013Q3 202342
WOLVERINE TRADING, LLC 410.00%0.01%0.04%Q2 2016Q1 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.01%0.04%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.05%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.04%0.21%Q2 2013Q3 202342
Creative Planning 42420.00%0.03%0.10%Q2 2013Q3 202342
NORTHERN TRUST CORP 41410.00%0.00%0.05%Q3 2013Q3 202341
BROWN BROTHERS HARRIMAN & CO 41410.00%0.00%0.00%Q3 2013Q3 202341
SCOTIA CAPITAL INC. 41410.01%0.08%0.14%Q3 2013Q3 202341
B. Riley Wealth Advisors, Inc. 41410.02%0.08%0.17%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.06%0.18%0.57%Q3 2013Q3 202341
ASSETMARK, INC 41410.00%0.70%4.24%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 21200.00%0.02%0.04%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.01%0.14%0.86%Q2 2013Q3 202341
Fisher Asset Management, LLC 41410.04%0.08%0.14%Q3 2013Q3 202341
Shoker Investment Counsel, Inc. 40400.12%1.93%4.36%Q4 2013Q3 202340
Pictet North America Advisors SA 40400.55%1.99%4.17%Q4 2013Q3 202340
Telos Capital Management, Inc. 40400.15%0.31%0.46%Q4 2013Q3 202340
WHITTIER TRUST CO 40400.01%0.07%0.22%Q4 2013Q3 202340
DUNCKER STREETT & CO INC 24160.01%0.04%0.16%Q3 2013Q3 202340
Ledyard National Bank 26140.01%1.18%4.74%Q2 2013Q3 202340
E&G Advisors, LP 40400.54%1.20%2.75%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.86%1.42%1.91%Q4 2013Q3 202340
Blue Edge Capital, LLC 40401.75%5.35%9.19%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.18%0.43%0.84%Q4 2013Q3 202340
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 26140.06%0.21%1.43%Q3 2013Q3 202340
HighTower Advisors, LLC 29110.01%0.18%0.51%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.03%0.08%Q4 2013Q3 202340
PEAPACK GLADSTONE FINANCIAL CORP 40400.65%1.18%1.88%Q4 2013Q3 202340
Haverford Trust Co 40400.01%0.65%1.25%Q4 2013Q3 202340
HOWE & RUSLING INC 3810.00%0.04%0.70%Q3 2013Q2 202339
Rafferty Asset Management, LLC 3030.03%0.29%1.03%Q2 2013Q3 202339
BNP PARIBAS FINANCIAL MARKETS 3720.00%0.03%0.16%Q4 2013Q3 202339
TORONTO DOMINION BANK 23160.00%0.00%0.00%Q3 2013Q2 202339
MONTAG A & ASSOCIATES INC 26130.00%0.39%2.11%Q3 2013Q3 202339
CAPTRUST FINANCIAL ADVISORS 2910.00%0.16%1.41%Q3 2013Q3 202339
Palisades Hudson Asset Management, L.P. 39390.24%1.53%2.54%Q1 2014Q3 202339
VANGUARD GROUP INC 39390.00%0.01%0.02%Q1 2014Q3 202339
WHITTIER TRUST CO OF NEVADA INC 39390.00%0.04%0.17%Q1 2014Q3 202339
Rathbones Group PLC 39390.00%0.03%0.06%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.05%0.16%Q1 2014Q3 202339
SILVERCREST ASSET MANAGEMENT GROUP LLC 38380.00%0.05%0.18%Q2 2014Q3 202338
Portfolio Solutions, LLC 38385.96%8.95%9.98%Q2 2013Q3 202238
COMERICA BANK 2810.00%0.01%0.06%Q3 2013Q3 202338
Brinker Capital Investments, LLC 3710.01%1.43%4.32%Q2 2013Q4 202238
SCHRODER INVESTMENT MANAGEMENT GROUP 2650.00%0.00%0.02%Q3 2013Q3 202338
TD ASSET MANAGEMENT INC 2710.00%0.01%0.17%Q2 2013Q3 202338
Texas Yale Capital Corp. 27110.01%0.03%0.09%Q2 2013Q1 202338
OPPENHEIMER & CO INC 2420.00%0.07%0.26%Q3 2013Q3 202338
Garde Capital, Inc. 38384.21%6.06%8.01%Q2 2014Q3 202338
BOKF, NA 3230.00%0.02%0.05%Q2 2013Q3 202338
Raymond James Financial Services Advisors, Inc. 3410.00%0.04%0.19%Q2 2013Q3 202338
MUFG Americas Holdings Corp 3430.00%0.04%0.22%Q1 2013Q3 202237
Evercore Wealth Management, LLC 1750.00%0.01%0.04%Q3 2013Q3 202337
Covington Capital Management 3070.18%1.08%2.16%Q2 2013Q3 202237
FACTORY MUTUAL INSURANCE CO 25120.21%1.44%2.23%Q2 2013Q3 202337
GFS Advisors, LLC 3340.09%0.40%1.77%Q2 2014Q3 202337
JOHNSON INVESTMENT COUNSEL INC 1790.01%0.02%0.06%Q4 2013Q3 202337
BERKSHIRE ASSET MANAGEMENT LLC/PA 37370.04%0.25%0.41%Q3 2014Q3 202337
Harbour Capital Advisors, LLC 1520.06%0.19%0.39%Q1 2013Q2 202337
EATON VANCE MANAGEMENT 37370.00%0.00%0.01%Q3 2013Q3 202237
DAVENPORT & Co LLC 2240.00%0.00%0.01%Q2 2013Q3 202337
SONATA CAPITAL GROUP INC 36360.26%0.83%2.15%Q4 2014Q3 202336
BTC Capital Management, Inc. 21150.22%0.26%0.29%Q3 2014Q3 202336
FARMERS & MERCHANTS INVESTMENTS INC 36360.01%0.26%0.44%Q4 2014Q3 202336
Bray Capital Advisors 36360.06%0.40%2.05%Q4 2014Q3 202336
SOL Capital Management CO 36360.14%0.44%0.58%Q4 2014Q3 202336
HIGHLAND CAPITAL MANAGEMENT, LLC 2970.02%0.03%0.06%Q3 2014Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 24120.00%0.18%0.88%Q2 2013Q4 202236
Greenwich Wealth Management LLC 36360.02%0.07%0.16%Q2 2013Q1 202236
NOMURA ASSET MANAGEMENT CO LTD 2110.00%0.15%0.78%Q2 2013Q3 202336
STATE STREET CORP 2060.00%0.01%0.02%Q2 2013Q3 202336
MATHER GROUP, LLC. 35354.22%8.46%10.88%Q1 2015Q3 202335
Perkins Coie Trust Co 35350.02%0.17%0.45%Q4 2013Q2 202235
AGF INVESTMENTS INC. 35350.00%0.03%0.50%Q2 2013Q4 202135
J.P. Morgan Private Wealth Advisors LLC 2120.00%0.06%0.26%Q2 2013Q3 202335
KINGS POINT CAPITAL MANAGEMENT 35350.01%0.72%3.14%Q3 2013Q1 202235
Focused Wealth Management, Inc 35350.00%1.05%5.54%Q1 2015Q3 202335
Lowe Wealth Advisors, LLC 35350.01%0.01%0.01%Q4 2014Q2 202335
Advisory Services Network, LLC 1610.00%0.08%0.21%Q4 2013Q3 202335
COMMERCE BANK 35350.00%0.01%0.04%Q1 2014Q3 202235
VALLEY NATIONAL ADVISERS INC 35350.00%0.01%0.03%Q1 2015Q3 202335
GRAYBILL WEALTH MANAGEMENT, LTD. 35351.20%1.60%2.91%Q1 2015Q3 202335
MOLLER WEALTH PARTNERS 2710.13%2.84%8.83%Q2 2013Q3 202335
Winch Advisory Services, LLC 3020.01%0.63%4.18%Q1 2014Q3 202334
M&T BANK CORP 2440.00%0.01%0.03%Q4 2013Q2 202334
MCMILLION CAPITAL MANAGEMENT INC 34340.76%1.14%2.07%Q1 2015Q2 202334
Analyst IMS Investment Management Services Ltd. 19150.01%0.36%1.57%Q1 2015Q3 202334
Alexandria Capital, LLC 34340.21%3.15%7.51%Q2 2013Q3 202134
Psagot Value Holdings Ltd. 34340.06%2.72%6.06%Q2 2013Q3 202134
Boston Trust Walden Corp 34340.01%0.03%0.06%Q2 2013Q3 202134
Tower Research Capital LLC (TRC) 1110.00%0.06%0.51%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.01%0.03%0.21%Q2 2015Q3 202334
GOULD ASSET MANAGEMENT LLC /CA/ 2770.06%0.43%2.00%Q2 2013Q4 202134
GOFEN & GLOSSBERG LLC /IL/ 3210.01%0.01%0.02%Q1 2014Q4 202234
Altavista Wealth Management, Inc. 2860.12%0.22%0.48%Q2 2013Q4 202134
Cetera Advisor Networks LLC 21130.01%0.04%0.07%Q1 2015Q3 202334
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 34340.29%0.41%0.60%Q2 2013Q3 202134
Sigma Planning Corp 34340.01%0.04%0.08%Q1 2015Q2 202334
BlackRock Inc. 3210.00%0.00%0.01%Q2 2013Q3 202333
Compagnie Lombard Odier SCmA 3030.00%0.07%0.17%Q4 2013Q3 202333
FIRST MANHATTAN CO. LLC. 33330.00%0.00%0.00%Q1 2014Q1 202233
Gemmer Asset Management LLC 33330.01%1.15%2.76%Q1 2014Q1 202233
MACROVIEW INVESTMENT MANAGEMENT LLC 20130.03%0.77%7.65%Q1 2015Q3 202333
Versant Capital Management, Inc 33330.14%1.66%5.30%Q4 2015Q4 202333
PINNACLE ASSOCIATES LTD 33330.01%0.09%0.18%Q3 2015Q3 202333
PHILLIPS FINANCIAL MANAGEMENT, LLC 2710.03%0.16%0.28%Q2 2013Q3 202333
Neuberger Berman Group LLC 1530.00%0.01%0.04%Q3 2013Q3 202333
Hanson & Doremus Investment Management 33330.00%0.01%0.02%Q2 2013Q2 202133
BANK OF NOVA SCOTIA 1210.00%0.18%1.30%Q1 2013Q3 202333
Windham Capital Management, LLC 33330.47%2.90%5.59%Q3 2015Q3 202333
Morningstar Investment Services LLC 22110.01%0.21%0.55%Q2 2013Q2 202233
Mariner, LLC 1810.00%0.16%1.16%Q2 2013Q3 202332
Coastline Trust Co 32320.05%0.14%0.18%Q3 2014Q2 202232
Institute for Wealth Management, LLC. 1930.14%0.48%2.10%Q2 2013Q3 202332
Granite Investment Advisors, LLC 32320.05%0.16%0.30%Q4 2013Q3 202132
WEBSTER BANK, N. A. 2810.01%0.25%1.24%Q3 2014Q3 202332
MILLENNIUM MANAGEMENT LLC 610.00%0.01%0.02%Q2 2013Q3 202332
WELCH & FORBES LLC 3020.00%0.05%0.17%Q1 2015Q1 202332
EDMOND DE ROTHSCHILD HOLDING S.A. 2840.00%0.04%0.08%Q2 2015Q2 202332
Mirae Asset Global Investments Co., Ltd. 32320.06%0.24%0.96%Q4 2015Q3 202332
BANQUE PICTET & CIE SA 32320.11%0.26%0.60%Q3 2015Q2 202332
Carroll Financial Associates, Inc. 31310.00%0.00%0.01%Q2 2014Q4 202131
First Horizon Advisors, Inc. 2020.00%0.01%0.13%Q3 2013Q1 202331
CWM, LLC 2380.00%0.16%1.35%Q4 2015Q3 202331
BRADLEY FOSTER & SARGENT INC/CT 2380.01%0.08%0.20%Q3 2014Q2 202231
TOCQUEVILLE ASSET MANAGEMENT L.P. 2650.00%0.15%0.37%Q1 2015Q3 202331
MML INVESTORS SERVICES, LLC 2650.02%0.88%5.55%Q2 2015Q3 202331
Pinnacle Wealth Management Advisory Group, LLC 31310.04%0.75%2.04%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.03%0.22%Q1 2016Q3 202331
THRIVENT FINANCIAL FOR LUTHERANS 2050.00%0.44%0.98%Q2 2015Q2 202231
Allianz Asset Management GmbH 1740.00%0.01%0.10%Q2 2015Q3 202331
TCI Wealth Advisors, Inc. 3010.00%0.02%0.04%Q4 2012Q3 202131
Ifrah Financial Services, Inc. 2650.09%0.23%0.64%Q2 2013Q4 202131
BOK Financial Private Wealth, Inc. 2560.00%0.03%0.06%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.08%Q4 2015Q3 202331
Intercontinental Wealth Advisors, LLC 31310.41%0.75%2.39%Q4 2015Q2 202331
Cetera Investment Advisers 2830.01%0.07%0.16%Q4 2015Q3 202331
Harel Insurance Investments & Financial Services Ltd. 31310.00%0.03%0.18%Q1 2016Q3 202331
Litman Gregory Wealth Management LLC 2920.02%9.12%26.93%Q4 2015Q3 202331
Simmons Bank 31310.06%0.10%0.15%Q1 2016Q3 202331
CAPITAL MANAGEMENT CORP /VA 2910.07%0.19%0.33%Q3 2014Q1 202230
NatWest Group plc 1550.03%0.74%1.91%Q2 2013Q3 202130
First Allied Advisory Services, Inc. 30300.02%0.20%0.44%Q2 2013Q3 202030
IndexIQ Advisors LLC 1410.00%0.98%3.68%Q1 2014Q1 202229
DEUTSCHE BANK AG\ 2360.00%0.04%0.08%Q3 2013Q3 202329
Novo Holdings A/S 29298.16%22.12%37.60%Q4 2009Q4 201629
DIXON HUBARD FEINOUR & BROWN INC/VA 2630.05%0.16%0.60%Q1 2015Q2 202229
Mechanics Bank Trust Department 29290.06%0.29%0.51%Q3 2016Q3 202329
REILLY FINANCIAL ADVISORS, LLC 2810.00%0.00%0.00%Q4 2013Q4 202129
TELEMUS CAPITAL, LLC 2450.02%0.15%1.11%Q3 2013Q4 202129
Cubic Asset Management, LLC 29290.13%0.18%0.25%Q2 2015Q2 202229
PRUDENTIAL FINANCIAL INC 1720.00%0.00%0.01%Q3 2015Q3 202329
JAG CAPITAL MANAGEMENT, LLC 2020.02%0.06%0.12%Q1 2015Q2 202329
KCM INVESTMENT ADVISORS LLC 2630.01%0.03%0.06%Q4 2014Q3 202329
Itau Unibanco Holding S.A. 2180.04%2.57%6.64%Q2 2016Q3 202329
Sandy Spring Bank 1330.00%0.01%0.04%Q2 2013Q3 202329
EXENCIAL WEALTH ADVISORS, LLC 910.01%0.11%0.23%Q1 2013Q3 202329
Parallel Advisors, LLC 28280.00%0.03%0.13%Q4 2016Q3 202328
Millburn Ridgefield Corp 28280.20%1.05%1.39%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.00%0.01%0.05%Q4 2016Q3 202328
FDx Advisors, Inc. 1310.02%0.16%0.85%Q2 2014Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.22%1.62%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.16%0.74%Q4 2016Q3 202328
Summit Asset Management, LLC 28280.14%2.81%3.92%Q4 2016Q3 202328
GenTrust, LLC 28282.24%6.91%9.26%Q4 2016Q3 202328
BB&T SECURITIES, LLC 26260.01%0.10%0.41%Q2 2013Q3 201928
BigSur Wealth Management LLC 28281.00%3.51%5.11%Q4 2016Q3 202328
Banco Santander, S.A. 28280.06%0.25%0.42%Q4 2016Q3 202328
CHATHAM CAPITAL GROUP, INC. 28280.10%2.01%4.42%Q3 2015Q2 202228
Lido Advisors, LLC 28280.01%0.04%0.10%Q4 2016Q3 202328
Catalyst Capital Advisors LLC 28280.09%0.80%1.16%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.02%0.12%0.42%Q2 2013Q1 202028
Narwhal Capital Management 28280.04%0.10%0.16%Q4 2016Q3 202328
Twin Tree Management, LP 810.00%0.07%0.27%Q1 2017Q1 202228
Asset Management One Co., Ltd. 28280.79%1.53%1.95%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.03%0.13%0.33%Q4 2016Q3 202328
Koshinski Asset Management, Inc. 1440.02%0.15%0.50%Q2 2016Q3 202328
Greytown Advisors Inc. 28283.51%11.71%17.57%Q4 2016Q3 202328
F&V Capital Management, LLC 27270.41%0.67%1.03%Q1 2017Q3 202327
RITHOLTZ WEALTH MANAGEMENT 2610.09%4.27%12.10%Q4 2016Q3 202327
TOMPKINS FINANCIAL CORP 1610.00%1.17%4.70%Q3 2014Q4 202327
Caprock Group, LLC 1510.03%0.66%4.20%Q1 2015Q3 202327
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27270.01%0.03%0.11%Q4 2013Q2 202027
CUMBERLAND ADVISORS INC 1320.08%0.29%1.82%Q3 2013Q3 202327
10-15 ASSOCIATES, INC. 27270.13%0.52%0.98%Q1 2014Q3 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.29%0.64%Q2 2013Q4 201927
Bragg Financial Advisors, Inc 27270.03%0.09%0.16%Q2 2013Q4 201927
Atria Investments, Inc 1820.01%0.33%0.82%Q2 2013Q2 202327
Ironwood Financial, llc 2340.00%0.05%0.10%Q4 2014Q3 202127
InterOcean Capital, LLC 27270.02%0.09%0.20%Q2 2013Q4 201927
BUCKINGHAM STRATEGIC WEALTH, LLC 15120.01%0.32%0.79%Q2 2013Q3 202327
HOWLAND CAPITAL MANAGEMENT LLC 2340.02%0.98%2.39%Q2 2013Q3 202327
OPTIMUM INVESTMENT ADVISORS 1970.06%0.17%0.35%Q3 2013Q4 202126
HENGEHOLD CAPITAL MANAGEMENT LLC 26260.04%2.31%8.34%Q3 2015Q4 202126
GSB Wealth Management, LLC 26260.16%1.74%3.75%Q2 2017Q3 202326
Alley Co LLC 2150.05%0.20%0.38%Q2 2013Q4 201926
ProVise Management Group, LLC 26260.03%0.07%0.12%Q3 2013Q4 201926
K.J. Harrison & Partners Inc 26260.08%0.24%0.38%Q3 2013Q4 201926
DIMENSION CAPITAL MANAGEMENT LLC 26260.33%0.79%1.54%Q2 2017Q3 202326
Keeley-Teton Advisors, LLC 1790.03%0.07%0.24%Q1 2017Q3 202326
Transamerica Financial Advisors, Inc. 1410.00%0.12%0.95%Q2 2013Q1 202326
Bartlett & Co. LLC 26260.00%0.00%0.00%Q2 2013Q3 201926
Drexel Morgan & Co. 26260.08%0.41%1.19%Q1 2015Q2 202126
UBS ASSET MANAGEMENT AMERICAS INC 26260.02%0.07%0.11%Q2 2013Q3 201926
Advisors Capital Management, LLC 26260.04%0.16%0.25%Q3 2013Q4 201926
Mraz, Amerine & Associates, Inc. 26260.06%0.10%0.13%Q1 2017Q2 202326
Cerity Partners LLC 25250.01%0.04%0.07%Q3 2017Q3 202325
COURIER CAPITAL LLC 25250.29%0.60%1.48%Q3 2017Q3 202325
AXA S.A. 25250.00%0.10%0.17%Q3 2013Q3 201925
Stellar Capital Management, LLC 15101.43%2.04%2.67%Q1 2014Q2 202025
Burt Wealth Advisors 25250.01%0.06%0.38%Q4 2014Q4 202025
Vivaldi Capital Management LP 25250.00%0.23%1.90%Q1 2017Q1 202325
Wunderlich Capital Managemnt 1780.17%0.25%0.32%Q1 2016Q2 202225
O'Dell Group, LLC 2410.01%4.88%6.90%Q4 2016Q2 202325
CIBC Private Wealth Group, LLC 1210.00%0.01%0.01%Q3 2014Q3 202325
Zurich Insurance Group Ltd/FI 2230.00%0.01%0.07%Q2 2017Q3 202325
FLOW TRADERS U.S. LLC 510.07%3.00%16.88%Q4 2013Q3 202325
Parkside Financial Bank & Trust 1870.00%0.01%0.04%Q3 2015Q4 202125
Janney Capital Management LLC 1510.00%0.08%0.86%Q2 2013Q3 202325
Jacobi Capital Management LLC 1310.00%0.01%0.05%Q2 2016Q3 202324
Northeast Financial Consultants Inc 24240.02%0.09%0.16%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.11%0.31%0.80%Q4 2017Q3 202324
1832 Asset Management L.P. 24240.00%0.00%0.00%Q2 2015Q1 202124
Ancora Advisors LLC 1720.00%0.02%0.04%Q4 2014Q3 202324
NEXT Financial Group, Inc 920.00%0.01%0.02%Q2 2014Q4 202124
Front Row Advisors LLC 24240.00%0.01%0.06%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%2.53%4.70%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
WealthTrust Fairport, LLC 24240.85%6.30%11.55%Q2 2013Q1 201924
Ausdal Financial Partners, Inc. 12120.12%0.51%0.92%Q4 2015Q3 202324
USCA RIA LLC 24240.04%0.10%0.14%Q3 2015Q2 202124
ALLIANCEBERNSTEIN L.P. 1110.00%0.02%0.07%Q1 2014Q3 202324
COOPER/HAIMS ADVISORS, LLC 24247.22%10.70%13.84%Q4 2017Q3 202324
BHK Investment Advisors, LLC 24241.84%3.45%5.85%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.07%0.09%Q4 2017Q3 202324
MARK SHEPTOFF FINANCIAL PLANNING, LLC 24240.01%0.02%0.03%Q3 2014Q2 202024
Migdal Insurance & Financial Holdings Ltd. 1590.00%0.01%0.08%Q4 2015Q3 202324
Integrated Wealth Concepts LLC 24240.01%0.14%1.35%Q4 2017Q3 202324
People's United Financial, Inc. 1510.01%0.01%0.06%Q4 2013Q1 202224
CAPITAL FUND MANAGEMENT S.A. 510.00%0.04%0.10%Q2 2014Q3 202324
HARBOR ADVISORY CORP /MA/ 24243.42%5.79%8.25%Q4 2017Q3 202324
Allworth Financial LP 2210.00%0.00%0.02%Q1 2017Q3 202323
WealthShield Partners, LLC 1490.04%0.27%0.60%Q4 2017Q3 202323
Money Design Co.,Ltd. 2210.01%4.23%9.34%Q3 2017Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.01%0.02%Q1 2018Q3 202323
Dorsey & Whitney Trust CO LLC 23230.09%0.15%0.26%Q1 2018Q3 202323
Chicago Capital, LLC 23230.05%0.07%0.16%Q1 2018Q3 202323
Barnett & Company, Inc. 2120.00%0.08%0.27%Q1 2016Q4 202123
Donald L. Hagan, LLC 1320.09%2.57%6.19%Q2 2015Q2 202223
Chanos & Co LP 1760.56%2.09%6.03%Q2 2013Q1 202023
Financial Architects, Inc 1210.00%0.05%0.10%Q2 2013Q1 202023
Barber Financial Group, Inc. 23230.04%0.51%2.12%Q4 2016Q2 202223
Lattice Strategies LLC 23230.50%2.62%6.94%Q2 2013Q4 201823
Patriot Financial Group Insurance Agency, LLC 23230.00%0.02%0.05%Q4 2016Q2 202223
Highlander Capital Management, LLC 23230.04%0.12%0.21%Q2 2013Q4 201823
JANUS HENDERSON GROUP PLC 1140.00%0.01%0.04%Q2 2017Q3 202323
Baystate Wealth Management LLC 1410.00%0.01%0.10%Q2 2013Q3 202323
UNITED SERVICES AUTOMOBILE ASSOCIATION 23230.03%0.47%1.28%Q2 2014Q4 201923
ATLAS CAPITAL ADVISORS LLC 23231.46%2.27%3.48%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
SALEM INVESTMENT COUNSELORS INC 1840.01%0.03%0.26%Q2 2016Q3 202322
Cypress Wealth Services, LLC 1930.06%0.10%0.25%Q4 2017Q2 202322
Gradient Investments LLC 1330.00%0.00%0.01%Q1 2014Q3 202322
AE Wealth Management LLC 22220.01%0.04%0.19%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.12%0.26%0.43%Q2 2018Q3 202322
Cranberry Lake Advisors LLC 22227.30%11.18%18.69%Q2 2013Q3 201822
Essex Financial Services, Inc. 1210.04%0.08%0.12%Q2 2015Q3 202322
FINANCIAL LIFE ADVISORS 22220.28%0.79%2.40%Q4 2017Q1 202322
Ashfield Capital Partners, LLC 1660.02%0.16%0.35%Q3 2013Q2 202022
Allen Investment Management, LLC 1570.01%0.18%0.59%Q2 2016Q2 202222
Sunbelt Securities, Inc. 22220.03%0.28%0.78%Q2 2018Q3 202322
OLD SECOND NATIONAL BANK OF AURORA 1390.01%1.02%3.45%Q2 2017Q3 202322
COLONY GROUP LLC 720.00%0.02%0.08%Q1 2014Q2 202222
Jolley Asset Management, LLC 2110.02%0.05%0.13%Q2 2013Q4 201922
Dakota Wealth Management 22220.02%0.25%1.06%Q2 2018Q3 202322
Torch Wealth Management LLC 22221.39%1.71%2.08%Q3 2014Q4 201922
American Research & Management Co. 22220.00%0.00%0.00%Q2 2017Q3 202222
Oliver Luxxe Assets LLC 22220.60%2.42%5.16%Q4 2016Q1 202222
MADISON INVESTMENT HOLDINGS INC 1240.01%0.54%1.38%Q3 2013Q3 201922
SEI INVESTMENTS CO 1830.00%0.00%0.00%Q4 2014Q4 202121
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1330.04%0.95%2.42%Q4 2014Q4 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.02%0.05%Q3 2018Q3 202321
Capital Advisors, Ltd. LLC 21210.01%0.03%0.08%Q2 2014Q2 201921
Accredited Investors Inc. 21210.13%0.28%0.46%Q2 2013Q2 201821
MYCIO WEALTH PARTNERS, LLC 11100.00%0.03%0.06%Q2 2014Q4 201921
Clal Insurance Enterprises Holdings Ltd 1920.00%0.14%0.95%Q4 2014Q3 202021
Ayalon Insurance Comp Ltd. 1380.07%0.41%1.00%Q1 2015Q2 202121
WOODMONT INVESTMENT COUNSEL LLC 11100.02%0.05%0.09%Q2 2015Q2 202321
NWAM LLC 1920.04%0.16%0.39%Q1 2013Q3 202321
PRUDENTIAL PLC 21210.00%0.02%0.07%Q3 2018Q3 202321
MASSMUTUAL TRUST CO FSB/ADV 1210.00%0.10%0.34%Q2 2014Q4 202321
SIMPLEX TRADING, LLC 510.00%0.02%0.12%Q4 2014Q3 202321
Family Firm, Inc. 2010.08%0.13%0.21%Q3 2016Q3 202321
IRON Financial LLC 21210.15%0.35%3.47%Q1 2015Q1 202021
Pinnacle Bancorp, Inc. 2010.03%0.06%0.15%Q1 2017Q3 202321
FRANKLIN RESOURCES INC 1430.00%0.01%0.06%Q3 2013Q3 202321
Elm Partners Management LLC 20205.21%8.75%13.43%Q4 2018Q3 202320
Xcel Wealth Management, LLC 20200.09%0.64%2.37%Q4 2018Q3 202320
Sowell Financial Services LLC 1040.00%0.24%0.69%Q4 2016Q2 202320
Sequent Asset Management, LLC 20200.20%1.43%1.86%Q2 2014Q1 201920
Venturi Wealth Management, LLC 20200.00%0.07%0.20%Q4 2018Q3 202320
Kingsview Wealth Management, LLC 730.00%0.09%0.34%Q4 2017Q4 202120
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1190.00%0.01%0.02%Q4 2013Q1 202020
Prism Advisors, Inc. 20200.35%0.56%1.14%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.01%0.04%Q1 2018Q3 202320
First City Capital Management, Inc. 20200.19%0.23%0.26%Q4 2013Q3 201820
Executive Wealth Management, LLC 20200.03%0.04%0.05%Q4 2018Q3 202320
KCS Wealth Advisory 20200.22%0.42%0.74%Q4 2018Q3 202320
Private Wealth Advisors, LLC 20200.07%0.24%0.66%Q4 2018Q3 202320
Crescent Grove Advisors, LLC 20200.03%0.06%0.13%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20202.42%2.93%4.12%Q4 2018Q3 202320
American Portfolios Advisors 20200.02%0.04%0.08%Q4 2017Q3 202220
Asset Planning Services, Ltd. 1550.10%0.16%0.22%Q2 2015Q2 202020
One Day In July LLC 20200.13%0.58%1.44%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
NORTHERN CAPITAL MANAGEMENT LLC 1640.12%0.37%0.74%Q3 2013Q4 201820
Intellectus Partners, LLC 1320.01%0.11%0.25%Q4 2016Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.03%0.05%Q4 2018Q3 202320
PARTNERS CAPITAL INVESTMENT GROUP, LLP 20200.01%0.38%1.36%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.01%0.02%0.04%Q3 2017Q2 202220
Realta Investment Advisors 19190.10%0.16%0.28%Q1 2019Q3 202319
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1360.04%7.62%16.50%Q4 2014Q1 202019
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
STEPHENS INC /AR/ 1010.00%0.02%0.06%Q2 2013Q4 202119
MISSION WEALTH MANAGEMENT, LP 1810.02%0.11%0.20%Q2 2015Q2 202319
Rothschild & Co Wealth Management UK Ltd 19190.02%0.05%0.10%Q1 2019Q3 202319
PRIO WEALTH LIMITED PARTNERSHIP 1120.01%0.01%0.01%Q2 2017Q2 202319
Private Portfolio Partners LLC 1450.06%0.09%0.14%Q4 2018Q3 202319
RiverGlades Family Offices LLC 1411.00%1.36%1.57%Q3 2018Q3 202319
Joel Isaacson & Co., LLC 850.00%0.06%0.21%Q1 2015Q3 202319
Fieldpoint Private Securities, LLC 1270.04%1.29%3.43%Q1 2017Q2 202219
MAI Capital Management 19190.01%0.08%0.18%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.19%0.33%0.49%Q2 2013Q4 201719
AllSquare Wealth Management LLC 19190.01%0.01%0.06%Q1 2019Q3 202319
Oakworth Capital, Inc. 19190.00%0.01%0.03%Q3 2016Q1 202119
Ally Financial Inc. 1020.81%3.39%10.39%Q4 2014Q3 202319
SII INVESTMENTS INC/WI 19190.09%0.18%0.35%Q2 2013Q4 201719
LAKE STREET PRIVATE WEALTH, LLC 19190.05%0.68%1.48%Q1 2019Q3 202319
JNBA Financial Advisors 720.00%0.73%13.71%Q2 2013Q4 202219
INTEGRAL DERIVATIVES, LLC 510.00%0.01%0.04%Q4 2013Q3 201719
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.03%0.11%Q1 2019Q3 202319
Laird Norton Wetherby Wealth Management, LLC 1090.02%0.05%0.10%Q3 2017Q3 202319
North Forty Management, LLC 18188.68%10.42%13.08%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.09%0.26%0.37%Q2 2013Q3 201718
UBS AG 660.00%0.08%0.29%Q2 2013Q3 201418
BRANDYWINE OAK PRIVATE WEALTH LLC 1710.06%0.15%0.51%Q4 2018Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.07%0.15%Q2 2013Q3 201718
Jefferies Group LLC 1420.00%0.00%0.01%Q3 2014Q4 202118
Titus Wealth Management 1081.96%2.65%4.27%Q4 2017Q2 202218
Smart Portfolios, LLC 710.57%2.45%9.12%Q1 2014Q2 202218
MURPHY CAPITAL MANAGEMENT INC 1310.03%0.04%0.10%Q4 2015Q2 202218
Stillwater Capital Advisors, LLC 1320.06%0.25%0.60%Q1 2014Q3 201918
Abbot Financial Management, Inc. 1170.17%0.43%0.80%Q2 2017Q3 202318
Richard Bernstein Advisors LLC 18181.54%2.22%3.06%Q2 2019Q3 202318
SVB WEALTH LLC 18180.00%0.03%0.05%Q2 2019Q3 202318
Checchi Capital Advisers, LLC 610.01%0.15%0.54%Q2 2014Q3 202318
Kendall Capital Management 18180.23%4.42%9.36%Q4 2017Q1 202218
Private Capital Group, LLC 18180.26%0.33%0.39%Q4 2017Q1 202218
Homrich & Berg 18180.01%0.03%0.05%Q4 2015Q1 202018
WOLVERINE ASSET MANAGEMENT LLC 820.00%0.09%0.31%Q2 2013Q2 201918
MIDDLETON & CO INC/MA 1710.05%0.46%1.75%Q3 2013Q1 201818
Conservest Capital Advisors, Inc. 1160.05%2.18%5.06%Q1 2017Q3 202317
WFG Advisors, LP 17170.00%0.05%0.16%Q2 2013Q2 201717
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 980.02%0.02%0.04%Q1 2018Q2 202217
McNamara Financial Services, Inc. 17170.17%1.57%4.98%Q1 2016Q1 202017
Sonora Investment Management, LLC 17170.01%0.01%0.01%Q3 2017Q3 202117
Community Bank, N.A. 17170.00%0.36%1.44%Q2 2017Q2 202117
Arete Wealth Advisors, LLC 910.07%0.20%0.70%Q4 2013Q3 202317
Evensky & Katz LLC 17170.00%0.00%0.01%Q1 2015Q1 201917
Klingman & Associates, LLC 980.01%0.04%0.10%Q4 2014Q1 202217
CIBC BANK USA 17170.04%1.44%9.63%Q1 2014Q1 201817
Spruce Investment Advisors LLC 17171.47%6.40%18.49%Q2 2013Q2 201717
BANK HAPOALIM BM 740.01%1.24%4.57%Q4 2013Q4 202117
Global Wealth Management Investment Advisory, Inc. 1520.01%0.02%0.04%Q4 2018Q3 202317
Pacifica Partners Inc. 17170.00%0.01%0.06%Q4 2019Q4 202317
Regal Investment Advisors LLC 1010.01%0.22%0.85%Q2 2013Q2 202117
HAP Trading, LLC 410.00%0.20%1.76%Q2 2014Q1 202317
Anchor Investment Management, LLC 17170.00%0.00%0.01%Q4 2017Q4 202117
Wellington Shields Capital Management, LLC 1250.06%0.14%0.31%Q2 2015Q2 202017
Stearns Financial Services Group 1210.00%0.10%0.13%Q4 2013Q2 201917
LAKE STREET ADVISORS GROUP, LLC 980.06%0.11%0.25%Q4 2017Q3 202317
TWO SIGMA SECURITIES, LLC 710.01%0.22%1.48%Q4 2014Q2 202317
Liberty Capital Management, Inc. 1250.31%0.44%0.53%Q2 2019Q3 202317
Clearstead Advisors, LLC 1520.00%0.04%0.14%Q1 2017Q3 202317
RiverFront Investment Group, LLC 1010.02%3.78%9.65%Q3 2009Q4 202017
Winfield Associates, Inc. 17170.01%0.02%0.02%Q4 2013Q4 201717
ICONIQ Capital, LLC 17170.09%0.62%1.97%Q3 2019Q3 202317
Jackson Hole Capital Partners, LLC 17170.00%0.01%0.01%Q4 2018Q4 202217
WEDBUSH SECURITIES INC 610.01%0.06%0.16%Q3 2013Q3 202317
FIDUCIARY TRUST CO 17170.01%0.06%0.27%Q3 2019Q3 202317
Tolleson Wealth Management, Inc. 17170.36%0.56%0.94%Q3 2019Q3 202317
6 Meridian 17170.91%1.50%2.02%Q4 2017Q4 202117
LFA - Lugano Financial Advisors SA 16160.06%0.09%0.17%Q4 2019Q3 202316
GRANDFIELD & DODD, LLC 1410.02%0.03%0.05%Q2 2014Q1 201916
Aptus Capital Advisors, LLC 1330.00%0.00%0.01%Q3 2019Q3 202316
Disciplined Investments, LLC 16160.47%0.86%1.41%Q4 2019Q3 202316
Ameraudi Asset Management, Inc. 16165.20%8.38%11.53%Q4 2019Q3 202316
TFG Advisers LLC 16160.11%0.19%0.30%Q4 2018Q3 202216
THOMPSON DAVIS & CO., INC. 970.05%0.17%1.06%Q3 2014Q3 201816
Callan Capital, LLC 16160.16%5.62%12.56%Q2 2013Q1 201716
Carmichael Hill & Associates, Inc. 16160.05%0.08%0.11%Q4 2019Q3 202316
Snowden Capital Advisors LLC 810.00%0.02%0.05%Q2 2019Q3 202316
OLD MISSION CAPITAL LLC 510.04%1.24%4.61%Q2 2016Q3 202316
INVESTMENT CENTERS OF AMERICA INC 1120.07%0.14%0.24%Q2 2013Q3 201716
Close Asset Management Ltd 16160.01%0.01%0.02%Q4 2016Q3 202016
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 910.01%0.04%0.07%Q4 2015Q2 202216
S.A. Mason LLC 16160.03%0.04%0.14%Q4 2019Q3 202316
B. Riley Wealth Management, Inc. 640.00%0.07%0.18%Q1 2014Q2 202216
TRUIST FINANCIAL CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Capital Bank & Trust Co 16160.01%0.01%0.01%Q2 2017Q1 202116
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.21%0.76%1.54%Q4 2019Q3 202316
Montecito Bank & Trust 1010.06%0.53%2.80%Q2 2017Q4 202316
Norway Savings Bank 16160.01%0.11%0.26%Q4 2016Q3 202016
Belpointe Asset Management LLC 16160.03%0.04%0.06%Q2 2019Q1 202316
Equitable Holdings, Inc. 16160.26%0.53%1.02%Q4 2019Q3 202316
Cornerstone Capital, Inc. 16160.10%0.13%0.19%Q4 2019Q3 202316
SUNTRUST BANKS INC 1410.00%0.00%0.03%Q2 2013Q3 201916
Sargent Bickham Lagudis LLC 520.00%0.00%0.01%Q1 2016Q4 202216
WASHINGTON TRUST BANK 16160.00%0.02%0.04%Q1 2014Q4 201716
Capital Advantage, Inc. 1242.58%7.22%12.68%Q4 2013Q2 202216
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1510.00%0.02%0.09%Q2 2017Q3 202316
Whitegate Investment Counselors, Inc. 970.05%0.07%0.10%Q2 2016Q3 202116
REGIONS FINANCIAL CORP 710.00%0.00%0.00%Q2 2013Q4 201916
FCG ADVISORS, LLC 1310.03%0.15%0.59%Q4 2014Q1 202016
WealthBridge Investment Counsel Inc. 16161.42%2.26%2.93%Q4 2019Q3 202316
Kovack Advisors, Inc. 1410.02%0.24%0.46%Q2 2015Q4 202116
BOSTON ADVISORS LLC 1240.01%0.02%0.04%Q4 2014Q4 201816
IAG Wealth Partners, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Virtu Financial LLC 610.03%0.20%0.59%Q2 2013Q4 201816
CenterStar Asset Management, LLC 210.00%0.17%1.15%Q4 2017Q3 202216
BDO Wealth Advisors, LLC 1050.00%0.01%0.01%Q2 2017Q2 202315
Retirement Group, LLC 1410.00%0.03%0.05%Q4 2019Q3 202315
D.B. Root & Company, LLC 15150.15%0.17%0.21%Q1 2018Q3 202115
Princeton Global Asset Management LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
EFG Asset Management (Americas) Corp. 1310.08%0.28%0.75%Q4 2013Q3 202315
Quantitative Investment Management, LLC 510.05%0.38%0.87%Q4 2017Q2 202315
Sand Hill Global Advisors, LLC 963.74%6.05%7.61%Q4 2014Q2 201915
Axiom Investment Management LLC 1410.10%0.50%0.97%Q4 2018Q3 202215
BALDWIN BROTHERS LLC/MA 520.00%0.05%0.12%Q3 2013Q4 202315
Wealthspire Advisors, L.P. 1410.00%0.02%0.03%Q4 2015Q3 202015
EP Wealth Advisors, LLC 1050.02%1.18%7.08%Q2 2014Q3 202315
Patten Group, Inc. 1410.00%0.01%0.01%Q4 2014Q3 201815
GM Advisory Group, LLC 1230.42%4.90%9.04%Q1 2016Q2 202015
FineMark National Bank & Trust 15150.00%0.01%0.04%Q2 2013Q4 201615
1607 Capital Partners, LLC 960.95%3.27%5.35%Q1 2014Q4 201815
Graypoint LLC 15150.03%0.06%0.08%Q1 2020Q3 202315
Bouchey Financial Group Ltd 1230.11%4.41%7.61%Q4 2013Q3 201815
QUEST INVESTMENT MANAGEMENT LLC 920.03%0.14%0.32%Q1 2015Q1 202215
Beacon Pointe Advisors, LLC 15150.01%0.02%0.06%Q1 2020Q3 202315
Advisor Group, Inc. 15150.02%0.06%0.13%Q2 2016Q4 201915
Concert Wealth Management Inc. 15150.08%0.14%0.21%Q3 2013Q1 201715
Clear Harbor Asset Management, LLC 610.00%0.11%0.32%Q4 2013Q3 202015
P.R. Herzig & Co. Inc. 15151.77%2.69%3.36%Q2 2013Q4 201615
BlackRock Japan Co. Ltd 15150.03%0.21%0.30%Q2 2013Q4 201615
ROWLAND CARMICHAEL ADVISORS INC /ADV 15150.02%0.04%0.10%Q1 2016Q3 201915
PineBridge Investments, L.P. 1410.01%0.08%0.44%Q2 2013Q3 201815
Vantage Investment Advisors, LLC 1050.00%0.06%0.12%Q4 2013Q3 201815
OSAIC HOLDINGS, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
MSI Financial Services Inc 15150.04%0.15%0.32%Q2 2013Q4 201615
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 870.01%0.03%0.04%Q1 2019Q4 202215
Balentine LLC 910.00%1.25%9.28%Q3 2015Q3 202315
Clarkston Capital Partners, LLC 14140.00%0.00%0.00%Q3 2019Q4 202214
TIFF ADVISORY SERVICES, LLC 824.68%26.11%83.01%Q4 2014Q1 202114
Yorktown Management & Research Co Inc 14140.05%0.16%1.09%Q3 2013Q4 201614
Cedar Wealth Management, LLC 14140.24%1.41%1.67%Q2 2020Q3 202314
SECURITY NATIONAL TRUST CO 1010.00%0.07%0.23%Q3 2013Q1 202014
Westside Investment Management, Inc. 610.00%0.01%0.02%Q1 2017Q2 202114
NAVELLIER & ASSOCIATES INC 510.06%0.35%1.38%Q4 2012Q3 202314
Bangor Savings Bank 820.01%0.04%0.07%Q3 2013Q1 202314
Carlton Hofferkamp & Jenks Wealth Management, LLC 630.14%0.38%1.58%Q4 2013Q1 201814
SouthState Corp 860.03%0.61%1.29%Q2 2015Q4 201814
MANNING & NAPIER ADVISORS LLC 14140.00%0.01%0.01%Q3 2013Q4 201614
Apella Capital, LLC 830.02%0.12%0.25%Q1 2020Q4 202314
Merriman Wealth Management, LLC 910.37%2.14%6.82%Q3 2013Q2 201814
Column Capital Advisors, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
MARCO INVESTMENT MANAGEMENT LLC 1040.02%0.10%0.14%Q4 2013Q3 201714
HRT FINANCIAL LP 410.00%0.19%1.47%Q1 2016Q3 202314
TD Capital Management LLC 540.00%0.00%0.01%Q2 2013Q3 202314
STALEY CAPITAL ADVISERS INC 860.05%0.24%0.68%Q1 2018Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.04%0.05%0.06%Q2 2017Q3 202014
Haverford Financial Services, Inc. 1220.06%0.10%0.12%Q4 2015Q2 202314
FOSTER DYKEMA CABOT & CO INC/MA 1220.01%2.31%5.25%Q4 2013Q3 202314
Virtu KCG Holdings LLC 810.01%0.03%0.26%Q3 2013Q2 201714
Simplicity Solutions, LLC 1130.01%0.08%0.20%Q4 2015Q4 202014
Estate Counselors, LLC 1110.01%0.14%0.45%Q1 2016Q3 202114
LEAVELL INVESTMENT MANAGEMENT, INC. 1310.01%0.05%0.07%Q2 2010Q1 202014
WEALTHSOURCE PARTNERS, LLC 830.04%0.14%0.29%Q1 2016Q4 201914
TRUST CO OF VERMONT 510.00%0.00%0.01%Q3 2014Q3 202314
CVA Family Office, LLC 14140.02%0.02%0.04%Q1 2020Q2 202314
First PREMIER Bank 1110.01%0.03%0.12%Q2 2017Q2 202214
Fusion Family Wealth LLC 14140.01%0.02%0.04%Q4 2016Q1 202014
Zions Bancorporation, N.A. 1310.00%0.03%0.08%Q1 2019Q3 202314
AJ WEALTH STRATEGIES, LLC 14140.02%0.03%0.06%Q1 2020Q2 202314
Sage Advisory Services, Ltd.Co. 410.04%3.17%6.83%Q2 2014Q3 202113
VALENTINE VENTURES LLC 946.11%8.28%9.12%Q4 2014Q3 201913
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.01%Q2 2017Q3 202313
Zions Bancorporation 13130.01%1.42%2.94%Q1 2015Q1 201813
Cresset Asset Management, LLC 1010.00%0.02%0.07%Q4 2018Q3 202313
Hexagon Capital Partners LLC 13130.30%0.39%0.46%Q3 2020Q3 202313
IFG Advisory, LLC 1210.02%0.22%2.25%Q1 2019Q2 202213
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 13133.17%10.20%15.77%Q4 2014Q4 201713
StoneX Group Inc. 540.05%0.15%0.31%Q4 2017Q2 202113
HBK Sorce Advisory LLC 1110.01%0.16%0.24%Q3 2013Q4 202213
LifePlan Financial Group, Inc 1120.00%0.02%0.04%Q4 2013Q3 202013
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 13130.06%3.68%6.60%Q3 2016Q3 201913
Bogart Wealth, LLC 13131.80%3.23%5.03%Q3 2020Q3 202313
Raab & Moskowitz Asset Management LLC 13130.12%0.69%1.25%Q1 2017Q1 202013
SYM FINANCIAL Corp 1110.00%0.05%0.16%Q4 2017Q4 202213
Simply Money Advisors 630.00%2.91%7.76%Q3 2013Q1 201813
WASHINGTON TRUST Co 1010.00%0.00%0.00%Q2 2018Q3 202313
CONFLUENCE INVESTMENT MANAGEMENT LLC 620.01%0.06%0.10%Q1 2014Q1 202213
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Edgestream Partners, L.P. 410.02%0.21%0.90%Q2 2014Q1 202313
Municipal Employees' Retirement System of Michigan 1210.01%2.00%4.01%Q1 2020Q3 202313
Stratos Wealth Advisors, LLC 13130.02%0.09%0.36%Q2 2020Q2 202313
ALPHASIMPLEX GROUP, LLC 13130.26%0.52%1.25%Q4 2017Q4 202013
PERSONAL CFO SOLUTIONS, LLC 13130.00%0.11%0.27%Q3 2019Q3 202213
EQUITY INVESTMENT CORP 910.01%0.01%0.01%Q2 2017Q2 202213
GUGGENHEIM CAPITAL LLC 1210.01%0.03%0.05%Q2 2013Q4 201613
Lehman & Derafelo Financial Resources LLC 1120.01%0.01%0.01%Q1 2019Q3 202213
BLB&B Advisors, LLC 760.04%0.05%0.07%Q4 2014Q2 201813
SPINNAKER TRUST 1030.06%1.42%2.74%Q2 2013Q3 202313
Wealthspire Advisors, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.03%0.06%0.08%Q3 2020Q3 202313
Sequoia Financial Advisors, LLC 810.01%0.03%0.28%Q3 2014Q3 202313
Argent Trust Co 850.02%0.20%0.59%Q4 2014Q3 202213
Ruggie Capital Group 710.08%0.12%0.16%Q4 2014Q4 201813
SevenBridge Financial Group, LLC 13130.01%0.01%0.01%Q2 2016Q2 201913
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.10%0.20%0.36%Q3 2020Q3 202313
Bank Julius Baer & Co. Ltd, Zurich 850.00%0.01%0.04%Q1 2020Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 1210.08%0.16%0.54%Q4 2019Q3 202313
Key FInancial Inc 1210.01%0.02%0.05%Q1 2020Q3 202313
Founders Financial Alliance, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Employees Retirement System of Texas 760.04%0.99%2.60%Q2 2015Q3 201913
Apexium Financial, LP 1210.02%0.12%0.28%Q2 2020Q3 202313
CENTAURUS FINANCIAL, INC. 410.01%0.02%0.05%Q1 2018Q3 202313
Vigilant Capital Management, LLC 1120.00%0.33%1.40%Q2 2013Q3 201613
KEELEY ASSET MANAGEMENT CORP 940.01%0.02%0.04%Q3 2013Q4 201613
Walkner Condon Financial Advisors LLC 13132.19%3.08%6.44%Q3 2020Q3 202313
PROFFITT & GOODSON INC 13130.00%0.00%0.00%Q3 2020Q3 202313
MGO ONE SEVEN LLC 1010.01%0.06%0.12%Q4 2017Q3 202313
Intersect Capital LLC 12120.10%0.13%0.18%Q2 2019Q1 202212
CHURCHILL MANAGEMENT Corp 510.05%0.14%0.20%Q2 2014Q2 202312
Circle Wealth Management, LLC 810.06%1.15%2.57%Q1 2017Q3 202312
B. Riley Financial, Inc. 12120.13%0.22%0.39%Q4 2015Q3 201812
VSR Financial Services, Inc. 12120.04%0.58%0.80%Q2 2013Q1 201612
C M BIDWELL & ASSOCIATES LTD 12120.00%0.00%0.00%Q4 2017Q3 202012
Paloma Partners Management Co 410.00%0.12%0.54%Q1 2018Q2 202212
Mercer Investments LLC 930.26%1.49%9.32%Q2 2013Q4 201612
ANDERSON HOAGLAND & CO 12120.88%1.43%1.61%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.02%0.03%Q3 2017Q1 202112
COLLECTIVE FAMILY OFFICE LLC 12120.40%0.65%0.90%Q4 2020Q3 202312
FAS Wealth Partners, Inc. 910.00%0.02%0.03%Q4 2019Q2 202312
CPWM, LLC 840.05%0.07%0.14%Q3 2015Q4 201912
First Command Bank 12120.00%0.00%0.01%Q3 2020Q2 202312
Charter Oak Capital Management, LLC 12120.41%0.63%0.83%Q4 2020Q3 202312
Geneva Advisors, LLC 810.00%0.03%0.05%Q3 2013Q2 201712
MEITAV INVESTMENT HOUSE LTD 1020.01%0.01%0.02%Q1 2018Q3 202312
Efficient Advisors, LLC 12120.55%1.98%3.16%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.05%0.08%0.11%Q4 2020Q3 202312
PATRON PARTNERS, LLC 12120.27%0.40%0.51%Q4 2020Q3 202312
Belmont Capital, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Bellecapital International Ltd. 840.06%0.10%0.16%Q1 2019Q1 202212
Capital Asset Advisory Services LLC 12120.00%0.00%0.01%Q4 2019Q3 202212
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
Kovitz Investment Group Partners, LLC 750.01%0.01%0.02%Q1 2019Q3 202312
Enterprise Trust & Investment Co 12120.02%0.02%0.03%Q2 2019Q1 202212
MONETA GROUP INVESTMENT ADVISORS LLC 610.01%0.04%0.18%Q3 2017Q3 202312
BOENNING & SCATTERGOOD, INC. 750.06%0.08%0.14%Q2 2018Q4 202212
Kistler-Tiffany Companies, LLC 12120.00%0.11%0.42%Q1 2014Q4 201612
RESOURCES MANAGEMENT CORP /CT/ /ADV 1020.00%0.00%0.00%Q3 2018Q4 202112
ADVANTAGE INVESTMENT MANAGEMENT, LLC 810.00%0.01%0.03%Q4 2014Q3 201812
VICTORY CAPITAL MANAGEMENT INC 620.02%0.10%0.19%Q2 2019Q3 202312
Fiera Capital Corp 12120.01%0.01%0.02%Q4 2015Q3 201812
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Mirador Capital Partners LP 12120.37%0.83%2.17%Q1 2016Q4 201812
55I, LLC 1020.01%0.09%0.39%Q2 2019Q3 202212
Live Oak Private Wealth LLC 12120.07%0.09%0.10%Q2 2020Q1 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.04%Q2 2013Q1 201612
FMA ADVISORY INC 1010.16%0.28%0.38%Q2 2015Q4 201912
PARSONS CAPITAL MANAGEMENT INC/RI 12120.04%0.50%0.77%Q3 2013Q2 201612
OneDigital Investment Advisors LLC 750.00%0.03%0.12%Q2 2017Q3 202312
WOLFF WIESE MAGANA LLC 12120.07%0.09%0.12%Q4 2020Q3 202312
QUATTRO FINANCIAL ADVISORS LLC 530.08%1.00%3.94%Q1 2017Q3 202312
Insight Advisors, LLC/ PA 12120.06%0.11%0.16%Q4 2020Q3 202312
TRADITION CAPITAL MANAGEMENT LLC 12120.34%0.41%0.50%Q1 2016Q4 201812
INVESTMENT HOUSE LLC 410.04%0.09%0.17%Q2 2013Q4 201712
Live Your Vision, LLC 1110.04%0.05%0.06%Q3 2015Q1 201912
Cutter & CO Brokerage, Inc. 1110.06%0.12%0.17%Q2 2017Q4 202112
First Command Financial Services, Inc. 12120.00%0.00%0.01%Q3 2020Q2 202312
Qube Research & Technologies Ltd 610.00%0.04%0.19%Q4 2019Q3 202312
Zeit Capital LLC 121210.93%12.00%12.47%Q4 2020Q3 202312
1900 WEALTH MANAGEMENT LLC 12120.44%0.61%0.72%Q4 2020Q3 202312
North Star Investment Management Corp. 11110.00%0.01%0.01%Q1 2014Q3 201611
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 620.00%0.00%0.02%Q4 2019Q3 202311
HoyleCohen, LLC 810.21%0.24%0.31%Q3 2020Q3 202311
Spears Abacus Advisors LLC 11110.05%0.06%0.09%Q2 2017Q4 201911
BADGLEY PHELPS & BELL INC 11110.06%0.89%1.17%Q4 2013Q2 201611
Certified Advisory Corp 1010.02%0.02%0.03%Q1 2018Q1 202111
Legal & General Group Plc 740.00%0.00%0.00%Q3 2014Q2 201711
PrairieView Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Berger Financial Group, Inc 740.03%0.04%0.05%Q4 2020Q3 202311
SeaCrest Wealth Management, LLC 650.01%0.05%0.11%Q4 2017Q2 202211
CT Financial Advisors LLC 1010.00%0.01%0.01%Q1 2014Q1 201711
Legacy Advisors, LLC 740.05%0.23%0.62%Q1 2018Q3 202311
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11111.83%2.05%2.25%Q1 2021Q3 202311
Sageworth Trust Co 11110.23%0.35%0.43%Q4 2014Q2 201711
DUBUQUE BANK & TRUST CO 11110.00%0.59%1.27%Q3 2013Q1 201611
Addison Advisors LLC 1011.24%1.66%2.39%Q4 2020Q3 202311
YorkBridge Wealth Partners, LLC 11110.05%0.06%0.11%Q4 2016Q2 201911
Canal Capital Management, LLC 740.22%0.92%1.23%Q1 2015Q3 201811
Calamos Advisors LLC 11110.01%0.08%0.18%Q3 2015Q1 201811
BlueSky Wealth Advisors, LLC 11110.09%0.10%0.12%Q1 2021Q3 202311
RAY GERALD L & ASSOCIATES LTD 11110.06%0.09%0.17%Q1 2015Q3 201711
Investors Capital Advisory Services 11110.06%0.14%0.37%Q4 2013Q2 201611
Itau USA Asset Management Inc. 650.82%6.84%10.56%Q2 2013Q1 201611
Spire Wealth Management 11110.02%0.03%0.03%Q1 2021Q3 202311
Vontobel Holding Ltd. 11110.00%0.01%0.02%Q1 2021Q3 202311
Braver Wealth Management, LLC 11110.69%1.20%1.58%Q3 2013Q1 201611
Blume Capital Management, Inc. 11110.01%0.02%0.02%Q4 2013Q2 201611
Sterling Investment Advisors, Ltd. 11110.00%0.01%0.02%Q4 2016Q2 201911
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 11110.20%0.42%0.65%Q2 2017Q4 201911
Van Hulzen Asset Management, LLC 1010.14%0.95%1.58%Q3 2014Q4 202011
Krilogy Financial LLC 910.00%0.01%0.03%Q3 2015Q3 201811
Peregrine Asset Advisers, Inc. 920.30%0.46%0.65%Q3 2013Q2 201911
PARAMETRIC PORTFOLIO ASSOCIATES LLC 610.00%0.05%0.25%Q4 2013Q4 202111
Asset Dedication, LLC 530.01%0.04%0.12%Q4 2015Q3 202311
Ahrens Investment Partners LLC 510.06%0.08%0.10%Q3 2017Q1 202311
Veracity Capital LLC 11110.12%0.22%0.43%Q4 2019Q2 202211
LIBERTY WEALTH MANAGEMENT LLC 830.00%0.01%0.01%Q4 2018Q3 202111
Newton One Investments LLC 10100.08%0.10%0.13%Q2 2021Q3 202310
PSI Advisors, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
Relative Value Partners Group, LLC 620.02%0.03%0.03%Q2 2017Q3 202110
Plante Moran Financial Advisors, LLC 310.00%0.08%0.23%Q1 2014Q3 202310
Foundations Investment Advisors, LLC 620.01%1.63%6.88%Q2 2018Q1 202210
Ariel Investments 10100.01%0.02%0.04%Q2 2013Q3 201510
COOPERMAN LEON G 10100.04%0.05%0.07%Q2 2021Q3 202310
GREENWOOD CAPITAL ASSOCIATES LLC 510.38%1.32%2.63%Q3 2013Q3 202110
Round Table Services, LLC 710.04%0.06%0.11%Q2 2018Q2 202210
Winslow, Evans & Crocker, Inc. 510.00%0.05%0.21%Q4 2013Q4 202010
Interchange Capital Partners, LLC 820.26%0.50%0.86%Q4 2020Q3 202310
MFA WEALTH ADVISORS, LLC 910.02%3.15%4.65%Q4 2017Q2 202010
Chicago Partners Investment Group LLC 710.01%0.23%0.64%Q4 2014Q4 201810
Daiwa SB Investments Ltd. 730.00%0.00%0.00%Q3 2016Q1 201910
Select Asset Management & Trust 510.35%1.64%5.56%Q4 2013Q4 202110
Ken Stern & Associates, Inc. 910.19%0.24%0.27%Q4 2015Q3 201810
STRATEGY ASSET MANAGERS LLC 10100.07%0.14%0.18%Q4 2019Q1 202210
Holistic Financial Partners 10101.31%2.71%3.70%Q4 2017Q1 202010
HARBOUR INVESTMENTS, INC. 640.01%0.19%0.29%Q1 2021Q3 202310
FCA CORP /TX 10100.92%0.97%1.05%Q1 2014Q2 201610
Apollon Wealth Management, LLC 810.00%0.02%0.03%Q2 2020Q3 202310
WHALEROCK POINT PARTNERS, LLC 520.08%0.11%0.14%Q4 2013Q2 201710
Ellevest, Inc. 610.00%0.00%0.01%Q4 2018Q1 202210
EVERETT HARRIS & CO /CA/ 10100.00%0.00%0.00%Q2 2021Q3 202310
PINNACLE FINANCIAL PARTNERS INC 510.00%0.01%0.02%Q1 2018Q2 202210
Stratos Wealth Partners, LTD. 710.00%0.03%0.07%Q4 2014Q3 201810
Barry Investment Advisors, LLC 610.00%1.21%2.84%Q4 2014Q1 201910
INR ADVISORY SERVICES LLC 710.01%0.01%0.02%Q2 2013Q1 201710
Tiller Private Wealth, Inc. 10100.93%6.57%8.54%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.03%0.06%0.09%Q2 2021Q3 202310
Sound Income Strategies, LLC 10100.00%0.01%0.02%Q4 2017Q1 202010
MinichMacGregor Wealth Management, LLC 410.00%1.30%2.99%Q1 2016Q4 202210
CITY HOLDING CO 910.00%0.01%0.01%Q4 2015Q2 201810
PATHSTONE FAMILY OFFICE, LLC 710.00%0.02%0.09%Q1 2017Q3 202310
RONALD BLUE & CO LLC 10100.34%4.44%9.90%Q1 2015Q2 201710
EMFO, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.02%0.16%0.33%Q2 2013Q3 201510
Crabel Capital Management, LLC 640.07%0.12%0.19%Q4 2020Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Quantitative Advantage, LLC 411.42%2.27%3.45%Q3 2013Q3 201710
FARR MILLER & WASHINGTON LLC/DC 10100.03%0.06%0.12%Q2 2013Q3 201510
Crosspoint Capital Strategies, LLC 990.01%0.24%0.74%Q4 2013Q4 20159
Advocacy Wealth Management Services, LLC 510.00%3.08%9.46%Q2 2013Q2 20229
Investors Research Corp 720.00%0.00%0.00%Q2 2021Q3 20239
Maryland Capital Management 510.09%0.13%0.17%Q3 2013Q3 20189
Ensemble Capital Management 990.55%0.60%0.69%Q2 2013Q2 20159
Integrated Wealth Management 990.02%1.15%1.98%Q1 2015Q1 20179
Innova Wealth Partners 510.42%1.34%2.77%Q4 2020Q3 20239
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
FLPUTNAM INVESTMENT MANAGEMENT CO 990.05%0.08%0.14%Q3 2013Q3 20159
Professional Financial Advisors, LLC 810.00%0.12%0.27%Q4 2019Q3 20229
ROPES WEALTH ADVISORS LLC 610.02%0.11%0.14%Q2 2017Q3 20229
Psagot Value Holdings Ltd. / (Israel) 990.18%0.37%0.61%Q3 2021Q3 20239
ENTERPRISE FINANCIAL SERVICES CORP 990.02%0.02%0.02%Q3 2013Q3 20159
AEGON USA Investment Management, LLC 995.02%6.37%7.82%Q2 2013Q2 20159
HHG & Company, LLC 990.09%0.23%0.36%Q1 2014Q1 20169
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 720.03%0.06%0.12%Q4 2020Q1 20239
ZACKS INVESTMENT MANAGEMENT 540.02%0.03%0.05%Q2 2013Q1 20169
Alpine Global Management, LLC 320.09%0.16%0.27%Q1 2016Q2 20239
SIMMONS FIRST TRUST CO NA 540.12%0.57%1.06%Q3 2013Q4 20159
Eagle Ridge Investment Management 990.03%0.04%0.04%Q3 2021Q3 20239
CAXTON ASSOCIATES LP 420.04%0.50%1.46%Q3 2013Q4 20179
Willis Johnson & Associates, Inc. 995.68%6.39%7.63%Q3 2021Q3 20239
M Holdings Securities, Inc. 990.10%0.20%0.33%Q3 2016Q3 20189
Stanford Investment Group, Inc. 990.00%0.03%0.06%Q4 2014Q4 20169
NEW ENGLAND ASSET MANAGEMENT INC 810.00%0.03%0.09%Q1 2015Q2 20239
American Financial Network Advisory Services LLC 990.37%0.58%0.78%Q3 2017Q3 20199
FIRST UNITED BANK & TRUST 720.08%1.75%4.02%Q2 2017Q1 20229
Wealthstreet Investment Advisors, LLC 990.04%0.09%0.18%Q4 2017Q4 20199
Edge Capital Group, LLC 630.02%0.04%0.04%Q4 2018Q4 20229
LEO BROKERAGE, LLC 520.12%0.25%0.45%Q3 2020Q2 20239
Rye Brook Capital LLC 996.37%11.26%18.85%Q3 2021Q3 20239
Members Trust Co 990.01%0.01%0.01%Q2 2020Q2 20229
Shulman DeMeo Asset Management LLC 720.06%0.10%0.19%Q4 2020Q1 20239
Sierra Capital LLC 990.12%1.02%1.90%Q3 2021Q3 20239
SAX WEALTH ADVISORS, LLC 630.04%0.08%0.14%Q4 2020Q2 20239
Westbourne Investment Advisors, Inc. 810.04%0.22%0.29%Q2 2016Q3 20189
U.S. Capital Wealth Advisors, LLC 990.04%0.04%0.04%Q3 2021Q3 20239
Sompo Asset Management Co., Ltd. 610.05%0.12%0.25%Q3 2019Q4 20229
Pinnacle Family Advisors, LLC 990.14%0.23%0.45%Q3 2021Q3 20239
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.07%0.08%0.10%Q2 2020Q2 20229
Vectors Research Management, LLC 630.00%0.85%3.35%Q3 2018Q4 20219
Integrated Investment Consultants, LLC 810.02%0.04%0.22%Q4 2015Q1 20189
Endurance Wealth Management, Inc. 710.04%0.42%0.55%Q2 2014Q3 20168
TRUSTCORE FINANCIAL SERVICES, LLC 410.00%0.02%0.02%Q4 2017Q1 20208
Bison Wealth, LLC 320.00%0.29%1.43%Q4 2019Q3 20238
Phoenix Holdings Ltd. 880.03%0.07%0.12%Q4 2021Q3 20238
IEQ CAPITAL, LLC 710.01%0.03%0.09%Q4 2019Q3 20238
Diligent Investors, LLC 880.08%0.09%0.09%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.04%0.05%Q4 2021Q3 20238
OLD NATIONAL BANCORP /IN/ 710.00%0.01%0.02%Q1 2015Q2 20178
Dentgroup LLC 880.21%0.26%0.36%Q4 2021Q3 20238
PRENTISS SMITH & CO INC 880.01%0.01%0.01%Q2 2013Q1 20158
Wolf Group Capital Advisors 880.14%0.16%0.18%Q2 2020Q1 20228
CITIZENS FINANCIAL GROUP INC/RI 310.00%0.09%0.35%Q1 2016Q4 20228
Lombard Odier Transatlantic Ltd 882.70%2.97%3.28%Q4 2014Q3 20168
Tanager Wealth Management LLP 880.61%2.20%3.64%Q4 2021Q3 20238
ETFIDEA, LLC 880.19%0.25%0.34%Q4 2021Q3 20238
Efficient Market Advisors, LLC 880.01%0.76%2.92%Q1 2014Q4 20158
Americana Partners, LLC 510.04%0.08%0.22%Q4 2019Q2 20238
OPPENHEIMER ASSET MANAGEMENT INC. 530.00%0.00%0.00%Q1 2017Q4 20198
Advisory Services & Investments, LLC 880.38%4.43%8.28%Q1 2021Q4 20228
ARGI Investment Services, LLC 880.03%0.04%0.05%Q3 2013Q2 20158
Chevy Chase Trust Holdings, LLC 410.00%0.00%0.01%Q4 2013Q4 20198
Milestone Advisory Partners 440.12%0.17%0.23%Q2 2021Q3 20238
Alpha Cubed Investments, LLC 880.02%0.60%1.42%Q3 2020Q2 20228
Catamount Wealth Management 620.00%0.02%0.03%Q1 2015Q3 20188
BTR CAPITAL MANAGEMENT INC 440.05%0.25%0.47%Q1 2015Q3 20228
OAK HARBOR WEALTH PARTNERS, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.12%0.13%0.16%Q4 2019Q3 20218
Washington Trust Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 880.67%0.77%0.84%Q4 2021Q3 20238
Confluence Wealth Management LLC 610.13%0.28%0.37%Q2 2014Q4 20188
Vestmark Advisory Solutions, Inc. 710.02%0.02%0.03%Q4 2020Q2 20238
CARDIFF PARK ADVISORS, LLC 880.08%0.24%0.36%Q4 2021Q3 20238
Allie Family Office LLC 880.46%0.71%1.20%Q4 2021Q3 20238
NewEdge Advisors, LLC 510.00%0.02%0.08%Q2 2017Q3 20238
KESTRA PRIVATE WEALTH SERVICES, LLC 440.01%0.02%0.04%Q2 2021Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 510.01%0.11%0.46%Q3 2013Q1 20168
Orion Portfolio Solutions, LLC 410.00%0.03%0.12%Q4 2019Q4 20228
VERITY Wealth Advisors 620.20%0.21%0.22%Q4 2020Q1 20238
PARK NATIONAL CORP /OH/ 530.01%0.02%0.02%Q4 2015Q1 20188
Alliance Wealth Management Group 610.08%2.55%5.38%Q4 2015Q1 20188
Kavar Capital Partners, LLC 310.00%0.02%0.05%Q4 2013Q2 20198
GUARDIAN CAPITAL ADVISORS LP 880.03%0.18%0.34%Q3 2017Q2 20198
Gruss & Co., LLC 880.94%1.64%2.34%Q3 2015Q2 20178
Verition Fund Management LLC 210.00%0.02%0.05%Q2 2016Q3 20228
BRINKER CAPITAL INC 710.02%0.15%0.21%Q4 2014Q3 20188
Voya Financial Advisors, Inc. 710.02%0.12%0.23%Q1 2015Q1 20178
Fortitude Advisory Group L.L.C. 880.19%0.32%0.39%Q4 2021Q3 20238
GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00%0.00%0.00%Q3 2013Q2 20158
Legacy Bridge, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
Level Financial Advisors 880.00%0.00%0.01%Q4 2021Q3 20238
Wedmont Private Capital 880.14%0.20%0.38%Q4 2021Q3 20238
GREENLEAF TRUST 880.01%0.05%0.09%Q1 2017Q4 20188
TOTH FINANCIAL ADVISORY CORP 710.01%0.01%0.07%Q3 2021Q3 20238
Carson Advisory Inc. 880.36%0.41%0.54%Q4 2021Q3 20238
Brown Advisory Securities, LLC 620.05%0.19%0.52%Q1 2015Q4 20188
Allspring Global Investments Holdings, LLC 880.00%0.03%0.08%Q4 2021Q3 20238
Tortoise Investment Management, LLC 710.00%0.01%0.02%Q4 2014Q2 20228
BRIGHTON JONES LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Hedges Asset Management LLC 881.49%1.67%1.80%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.14%0.21%0.26%Q2 2013Q1 20158
Mizuho Trust & Banking Co., Ltd. 880.66%0.73%0.78%Q4 2014Q3 20168
TRUST DEPARTMENT MB FINANCIAL BANK N A 410.00%0.01%0.02%Q2 2013Q4 20158
CONDOR CAPITAL MANAGEMENT 710.13%0.55%0.72%Q2 2013Q4 20188
MMBG INVESTMENT ADVISORS CO. 880.35%0.39%0.51%Q4 2021Q3 20238
CHOREO, LLC 440.01%0.22%0.81%Q2 2017Q1 20228
CABANA LLC 510.00%1.65%7.74%Q4 2017Q2 20208
Arkadios Wealth Advisors 880.00%0.00%0.00%Q4 2019Q3 20218
ASB Consultores, LLC 880.08%0.27%0.65%Q4 2021Q3 20238
Capital Advisory Group Advisory Services, LLC 880.00%0.00%0.00%Q2 2018Q1 20208
Firestone Capital Management 880.00%0.02%0.05%Q4 2019Q3 20218
Upper Left Wealth Management, LLC 880.29%0.34%0.39%Q4 2021Q3 20238
Argentus Capital Management, LLC 710.14%0.61%1.01%Q3 2013Q3 20168
SOUTH GEORGIA CAPITAL, LLC 880.25%0.86%1.41%Q4 2013Q3 20158
Crow Point Partners, LLC 880.16%0.33%1.20%Q1 2018Q4 20198
EVOKE WEALTH, LLC 610.00%0.01%0.05%Q3 2019Q3 20238
Jane Street Holding, LLC 330.01%0.18%0.64%Q2 2013Q4 20138
Destiny Wealth Partners, LLC 880.02%0.59%1.50%Q1 2021Q4 20228
Baker Ellis Asset Management LLC 770.04%0.11%0.15%Q2 2013Q4 20147
Activest Wealth Management 610.00%0.01%0.02%Q1 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.03%0.03%0.04%Q4 2021Q2 20237
Camarda Financial Advisors, LLC 610.00%0.00%0.00%Q4 2013Q4 20157
CNO Financial Group, Inc. 770.25%0.84%1.94%Q4 2014Q2 20167
Sterling Manor Financial, LLC 770.46%1.25%1.66%Q4 2020Q2 20227
Greenline Partners, LLC 771.05%1.90%2.27%Q1 2022Q3 20237
Continuum Advisory, LLC 520.03%0.15%0.20%Q2 2017Q2 20237
Sumitomo Mitsui Trust Holdings, Inc. 610.00%0.00%0.00%Q2 2013Q1 20157
Squar Milner Financial Services LLC 520.04%0.09%0.14%Q2 2018Q1 20207
SeaBridge Investment Advisors LLC 770.11%0.19%0.27%Q1 2022Q3 20237
LOGAN CAPITAL MANAGEMENT INC 770.00%0.00%0.01%Q1 2022Q3 20237
Heritage Investment Group, Inc. 430.06%0.11%0.21%Q4 2021Q3 20237
Board of Trustees of The Leland Stanford Junior University 779.57%24.82%64.98%Q2 2015Q4 20167
JANUS HENDERSON INVESTORS US LLC 610.00%0.00%0.00%Q2 2015Q1 20177
OAK FAMILY ADVISORS, LLC 770.12%0.14%0.19%Q4 2020Q2 20227
United Asset Strategies, Inc. 610.28%1.17%2.70%Q4 2016Q4 20197
HM PAYSON & CO 770.00%0.00%0.00%Q1 2022Q3 20237
STRATEGIC WEALTH MANAGEMENT INC 612.01%4.05%7.54%Q1 2014Q4 20157
MARINER INDEPENDENT ADVISOR NETWORK, LLC 320.05%0.21%0.56%Q4 2015Q3 20197
Perigon Wealth Management, LLC 310.01%0.02%0.06%Q4 2017Q1 20227
Covestor Ltd 770.01%0.01%0.01%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.05%0.05%0.06%Q4 2021Q3 20237
RUSSELL FRANK CO/ 770.00%0.00%0.00%Q2 2013Q4 20147
Symmetry Partners, LLC 770.08%0.13%0.26%Q3 2018Q1 20207
ACG Wealth 510.01%0.04%0.05%Q2 2017Q2 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.07%0.10%0.14%Q1 2022Q3 20237
AlphaMark Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Banque Cantonale Vaudoise 430.00%0.03%0.06%Q4 2019Q1 20227
RPG Investment Advisory, LLC 770.00%0.05%0.11%Q2 2017Q4 20187
COLDSTREAM CAPITAL MANAGEMENT INC 770.12%0.34%0.65%Q1 2014Q3 20157
Humankind Investments LLC 772.21%4.11%8.44%Q4 2020Q2 20227
BAIRD ROBERT W & CO INC /WI/ 770.02%0.15%0.28%Q3 2013Q1 20157
Parisi Gray Wealth Management 610.01%0.01%0.01%Q4 2017Q2 20217
Point72 Asset Management, L.P. 310.01%0.02%0.05%Q4 2020Q4 20227
Clear Perspective Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
HC FINANCIAL ADVISORS INC 770.02%0.02%0.02%Q1 2020Q3 20217
Keel Point, LLC 520.06%0.11%0.22%Q1 2015Q4 20197
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 770.00%0.00%0.00%Q4 2019Q2 20217
Steinberg Global Asset Management 610.03%0.03%0.04%Q2 2017Q1 20197
STEEL GROVE CAPITAL ADVISORS, LLC 610.05%2.12%5.69%Q2 2013Q1 20157
Edge Advisors, LLC 770.07%0.21%0.50%Q4 2016Q2 20187
Roger Wittlin Investment Advisory, LLC 430.37%2.71%6.24%Q4 2021Q3 20237
Placemark Investments, Inc. 770.02%0.15%0.24%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.04%0.05%Q2 2013Q4 20147
UNIONVIEW, LLC 430.23%0.28%0.33%Q4 2021Q3 20237
Coastwise Capital Group, LLC 770.34%0.98%1.26%Q1 2022Q3 20237
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.00%0.01%Q4 2017Q3 20197
Buffington Mohr McNeal 610.07%0.12%0.16%Q2 2017Q4 20217
First Heartland Consultants, Inc. 610.05%0.13%0.21%Q2 2013Q4 20167
Independent Portfolio Consultants, Inc. 410.01%0.08%0.14%Q2 2014Q2 20167
LOEB PARTNERS CORP 520.27%0.65%2.37%Q3 2013Q2 20177
Moloney Securities Asset Management, LLC 770.09%0.11%0.12%Q1 2017Q3 20187
Mutual Advisors, LLC 770.04%0.09%0.13%Q1 2018Q3 20197
Private Advisory Group LLC 770.10%0.35%1.01%Q1 2022Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
MAGNOLIA CAPITAL MANAGEMENT LTD 770.04%0.05%0.06%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 771.99%2.75%5.58%Q1 2022Q3 20237
PITTENGER & ANDERSON INC 770.00%0.00%0.00%Q1 2018Q3 20197
KEYBANK NATIONAL ASSOCIATION/OH 410.00%0.00%0.00%Q1 2014Q2 20207
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
NewEdge Wealth, LLC 430.01%0.05%0.08%Q4 2021Q3 20237
Pinnacle Summer Investments, Inc. 770.00%0.71%1.44%Q2 2014Q4 20157
Renaissance Technologies 310.00%0.00%0.01%Q3 2020Q2 20237
Ameritas Investment Company, LLC 520.00%0.04%0.12%Q1 2019Q3 20217
NOVARE CAPITAL MANAGEMENT LLC 771.27%2.15%2.63%Q2 2017Q4 20187
JMG Financial Group, Ltd. 520.13%0.21%0.32%Q4 2015Q2 20187
Glassman Wealth Services 420.00%0.00%0.01%Q1 2021Q3 20236
Jackson Wealth Management, LLC 420.44%0.69%1.13%Q2 2015Q1 20186
ACIMA PRIVATE WEALTH, LLC 660.00%0.77%1.55%Q4 2018Q1 20206
Sage Mountain Advisors LLC 420.01%0.01%0.02%Q3 2021Q3 20236
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 410.04%0.06%0.09%Q2 2017Q2 20206
BSW Wealth Partners 660.15%5.74%9.02%Q4 2013Q1 20156
CYPRESS FINANCIAL PLANNING LLC 660.42%0.45%0.49%Q2 2022Q3 20236
Sunesis Advisors, LLC 510.46%2.32%3.45%Q1 2022Q3 20236
ASPIRIANT, LLC 310.01%0.01%0.02%Q1 2019Q2 20226
Personal Capital Advisors Corp 410.00%0.00%0.01%Q4 2016Q4 20226
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.16%0.51%Q1 2015Q3 20236
Wells Trecaso Financial Group, LLC 420.18%0.21%0.23%Q2 2018Q3 20226
Stifel Trust Company, N.A. 660.04%0.04%0.05%Q2 2013Q3 20146
Freedman Financial Associates, Inc. 660.02%0.02%0.03%Q4 2020Q1 20226
Edmond de Rothschild (Europe) 660.26%0.46%0.56%Q2 2015Q3 20166
Wealth Architects, LLC 660.07%0.09%0.14%Q4 2017Q1 20196
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 660.03%0.04%0.04%Q4 2013Q1 20156
BARING ASSET MANAGEMENT Ltd 660.03%0.27%0.70%Q1 2015Q2 20166
ARBOR TRUST WEALTH ADVISORS, LLC 510.15%0.17%0.22%Q4 2019Q4 20216
Choate Investment Advisors 510.01%0.02%0.02%Q2 2013Q1 20216
Atlas Private Wealth Advisors 660.02%0.02%0.02%Q2 2020Q3 20216
Vident Investment Advisory, LLC 660.00%0.07%0.18%Q1 2022Q2 20236
ETF Portfolio Partners, Inc. 662.99%3.56%4.28%Q4 2014Q1 20166
Modera Wealth Management, LLC 330.00%0.01%0.02%Q4 2021Q3 20236
Deer Park Road Corp 410.23%0.67%1.48%Q3 2020Q2 20236
TRUEWEALTH LLC 660.02%0.02%0.02%Q1 2019Q2 20206
Arlington Partners LLC 330.06%0.16%0.26%Q3 2021Q3 20236
Blue Trust, Inc. 663.16%3.73%4.45%Q2 2022Q3 20236
Bridgewater Advisors Inc. 660.05%0.08%0.15%Q1 2021Q2 20226
CONNABLE OFFICE INC 661.73%1.82%2.04%Q3 2020Q4 20216
Coston, McIsaac & Partners 660.10%0.11%0.16%Q2 2022Q3 20236
Dynamic Advisor Solutions LLC 510.06%0.13%0.32%Q2 2017Q1 20196
Wealth & Pension Services Group, Inc. 660.32%0.47%0.86%Q2 2018Q3 20196
Shamrock Asset Management LLC 660.03%4.29%5.96%Q2 2013Q3 20146
Larson Financial Group LLC 510.00%0.00%0.01%Q3 2021Q3 20236
Evolution Wealth Advisors, LLC 510.00%0.02%0.02%Q4 2019Q3 20216
REGENTATLANTIC CAPITAL LLC 510.02%0.04%0.05%Q4 2013Q3 20226
PRUDENT INVESTORS NETWORK, INC. 664.66%5.01%6.58%Q3 2020Q4 20216
ROCKEFELLER FINANCIAL SERVICES INC 660.00%0.00%0.01%Q3 2016Q4 20176
MANAGED ACCOUNT ADVISORS LLC 660.00%0.00%0.00%Q1 2014Q2 20156
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 420.03%0.13%0.24%Q3 2021Q1 20236
NVWM, LLC 660.00%0.03%0.08%Q4 2017Q1 20196
Elmwood Wealth Management, Inc. 510.01%0.01%0.01%Q1 2018Q1 20206
Freestone Capital Holdings, LLC 510.00%0.01%0.02%Q3 2017Q4 20196
CIDEL ASSET MANAGEMENT INC 410.02%0.03%0.03%Q3 2015Q3 20236
Convergent Wealth Advisors 660.13%0.36%0.56%Q2 2013Q3 20146
CSS LLC/IL 220.00%0.01%0.03%Q3 2022Q3 20236
Ellis Investment Partners, LLC 660.01%0.01%0.01%Q2 2019Q3 20206
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Capital Analysts, LLC 410.00%0.01%0.01%Q4 2013Q4 20226
CAPITAL MANAGEMENT ASSOCIATES /NY/ 420.00%0.56%0.94%Q2 2015Q1 20236
GUYASUTA INVESTMENT ADVISORS INC 660.04%0.05%0.05%Q4 2016Q1 20186
Systematic Alpha Investments, LLC 330.00%0.00%0.00%Q1 2021Q3 20236
HOLLENCREST CAPITAL MANAGEMENT 410.00%0.45%0.67%Q4 2021Q3 20236
Mascoma Wealth Management LLC 660.00%0.01%0.02%Q3 2017Q4 20186
Family Management Corp 310.01%2.63%3.72%Q3 2013Q4 20226
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 310.00%0.01%0.06%Q2 2013Q2 20166
GRAYHAWK INVESTMENT STRATEGIES INC. 660.76%1.09%1.52%Q2 2022Q3 20236
Taconic Capital Advisors LP 420.01%0.12%0.34%Q1 2022Q3 20236
Taikang Asset Management (Hong Kong) Co Ltd 660.30%1.03%1.43%Q4 2017Q1 20196
VALLEY WEALTH MANAGERS, INC. 660.04%0.09%0.13%Q4 2018Q1 20206
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 515.10%11.81%21.44%Q2 2013Q4 20146
KANALY TRUST CO 410.02%0.04%0.05%Q2 2014Q2 20166
Nadler Financial Group, Inc. 660.11%0.13%0.16%Q1 2015Q2 20166
First Allied Asset Management, Inc. 660.03%0.39%0.64%Q2 2013Q3 20146
MEEDER ASSET MANAGEMENT INC 510.00%0.00%0.01%Q3 2020Q3 20226
Trexquant Investment LP 310.01%0.02%0.03%Q3 2019Q3 20236
Worth Asset Management, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
Apriem Advisors 510.01%0.01%0.01%Q1 2016Q2 20186
Glenview Trust Co 660.02%0.02%0.04%Q1 2017Q2 20186
MARCUARD FAMILY OFFICE LTD 661.46%2.21%2.56%Q2 2013Q3 20146
Mayfair Advisory Group, LLC 660.31%0.52%0.61%Q2 2022Q3 20236
ZWJ INVESTMENT COUNSEL INC 310.01%0.01%0.01%Q2 2021Q2 20235
BW Gestao de Investimentos Ltda. 411.50%6.81%20.96%Q4 2013Q3 20205
NovaPoint Capital, LLC 550.16%0.19%0.24%Q4 2019Q4 20205
Destination Wealth Management 320.00%0.00%0.01%Q1 2018Q2 20195
Lansing Street Advisors 550.00%0.02%0.02%Q2 2022Q2 20235
ROMANO BROTHERS AND COMPANY 550.05%0.06%0.06%Q3 2022Q3 20235
Cowen Prime Services LLC 550.01%0.01%0.01%Q1 2014Q1 20155
Verdence Capital Advisors LLC 550.03%0.04%0.04%Q3 2021Q3 20225
Hartford Financial Management Inc. 310.00%0.00%0.00%Q1 2017Q4 20185
BARINGS LLC 550.06%0.08%0.09%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.01%0.02%0.02%Q1 2015Q1 20165
RE Dickinson Investment Advisors, LLC 410.00%0.03%0.05%Q4 2021Q3 20235
Financial Advocates Investment Management 410.05%0.08%0.10%Q4 2017Q3 20235
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.01%0.05%0.07%Q3 2022Q3 20235
Newbridge Financial Services Group, Inc. 410.00%0.00%0.01%Q4 2021Q3 20235
OLD DOMINION CAPITAL MANAGEMENT INC 550.32%1.02%1.23%Q3 2020Q3 20215
SNS Financial Group, LLC 320.06%0.07%0.10%Q2 2015Q3 20165
EXANE DERIVATIVES 410.11%0.16%0.21%Q4 2020Q1 20225
ABSOLUTE CAPITAL MANAGEMENT, LLC 310.00%0.76%1.97%Q4 2021Q3 20235
Lee Financial Co 320.00%0.04%0.11%Q4 2016Q3 20185
J.W. COLE ADVISORS, INC. 210.02%0.18%0.62%Q2 2021Q4 20225
CARRET ASSET MANAGEMENT, LLC 550.04%0.05%0.05%Q3 2013Q3 20145
Aries Wealth Management 550.22%0.27%0.30%Q3 2022Q3 20235
Gunma Bank,Ltd. 410.61%1.61%2.69%Q1 2021Q3 20225
MKT Advisors LLC 410.15%0.16%0.18%Q4 2021Q3 20235
Aevitas Wealth Management, Inc. 550.00%0.00%0.00%Q1 2018Q1 20195
PACIFIC FINANCIAL GROUP INC 321.05%2.42%3.50%Q2 2021Q3 20235
MGO Private Wealth, LLC 551.40%3.59%4.93%Q3 2022Q3 20235
Brookstone Capital Management 320.00%0.01%0.01%Q2 2015Q2 20235
KENFARB & CO. 550.00%0.00%0.00%Q3 2022Q3 20235
PGIM Custom Harvest LLC 410.09%0.13%0.26%Q3 2021Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.03%0.05%0.12%Q4 2016Q4 20175
Quadrant Capital Management, LLC 410.85%0.93%1.00%Q2 2017Q3 20185
Advisor OS, LLC 550.19%1.71%3.76%Q2 2021Q2 20225
BHF Kleinwort Benson Group S.A. 410.00%0.02%0.03%Q3 2014Q4 20155
FIRST NATIONAL TRUST CO 410.03%0.04%0.05%Q3 2015Q1 20195
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
Legacy Financial Advisors, Inc. 550.00%0.06%0.12%Q4 2017Q4 20185
ACCURATE INVESTMENT SOLUTIONS, INC. 550.03%0.03%0.03%Q2 2016Q2 20175
ERTS Wealth Advisors, LLC 320.00%0.03%0.06%Q4 2018Q3 20235
PRINCIPAL FINANCIAL GROUP INC 310.00%0.00%0.00%Q2 2014Q3 20235
CETERA INVESTMENT MANAGEMENT LLC 411.22%1.59%2.42%Q4 2015Q2 20175
Nuveen Asset Management, LLC 320.01%0.01%0.02%Q4 2013Q2 20155
EPG Wealth Management LLC 320.01%0.01%0.02%Q4 2019Q1 20225
Beacon Pointe Wealth Advisors, LLC 550.29%0.57%1.08%Q4 2018Q4 20195
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 550.81%1.77%2.89%Q3 2017Q3 20185
Euclid Advisors LLC 550.65%0.70%0.74%Q2 2013Q2 20145
Eudaimonia Partners, LLC 550.02%0.27%0.39%Q3 2020Q3 20215
Truvestments Capital LLC 320.10%0.76%1.48%Q2 2018Q3 20195
JOYN Advisors, Inc. 210.01%0.07%0.19%Q3 2013Q4 20185
KING LUTHER CAPITAL MANAGEMENT CORP 550.01%0.01%0.01%Q1 2015Q1 20165
LEVEL FOUR ADVISORY SERVICES, LLC 410.04%0.49%0.80%Q3 2017Q2 20215
ALBION FINANCIAL GROUP /UT 410.00%0.32%0.51%Q3 2013Q4 20225
Quintium Advisors, LLC 550.80%1.10%1.40%Q4 2013Q4 20145
TECTONIC ADVISORS LLC 550.00%0.00%0.00%Q4 2021Q4 20225
1ST SOURCE BANK 320.03%0.03%0.04%Q3 2013Q4 20145
COMERICA SECURITIES INC 410.07%0.15%0.30%Q2 2014Q4 20165
FOUNDERS BANK & TRUST 550.00%0.00%0.00%Q4 2013Q4 20145
Taylor, Cottrill LLC 550.24%0.49%0.57%Q3 2013Q3 20145
Savior LLC 410.02%0.02%0.03%Q4 2019Q2 20215
Portfolio Strategies Inc 550.01%0.17%0.78%Q4 2016Q4 20175
Diversified Trust Co 320.01%0.01%0.01%Q4 2021Q4 20235
WILLIAMS JONES & ASSOCIATES LLC 320.01%0.01%0.01%Q1 2018Q2 20195
WILLIAM HARRIS INVESTORS INC 550.10%0.11%0.12%Q4 2015Q4 20165
Cypress Capital Management LLC (WY) 310.00%0.01%0.02%Q4 2014Q3 20195
Lindbrook Capital, LLC 550.00%0.03%0.05%Q4 2021Q4 20225
Empirical Finance, LLC 410.13%0.24%0.28%Q1 2018Q4 20195
Douglass Winthrop Advisors, LLC 550.05%0.06%0.07%Q1 2015Q1 20165
F-Squared Investment Management, LLC 550.12%0.83%1.62%Q2 2013Q2 20145
SUMMIT CAPITAL MANAGEMENT LLC 551.19%1.70%2.40%Q1 2015Q1 20165
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 551.11%1.38%1.77%Q2 2017Q2 20185
Sumitomo Mitsui DS Asset Management Company, Ltd 551.13%1.28%1.41%Q3 2022Q3 20235
Portland Global Advisors LLC 550.12%0.18%0.31%Q2 2014Q2 20155
Golden State Wealth Management, LLC 320.02%0.05%0.18%Q1 2019Q2 20205
FORVIS Wealth Advisors, LLC 550.05%0.05%0.06%Q4 2014Q4 20155
Salomon & Ludwin, LLC 550.03%0.03%0.03%Q4 2018Q4 20195
Bares Capital Management 550.06%0.07%0.09%Q1 2013Q1 20145
WMS Partners, LLC 310.03%0.10%0.24%Q4 2015Q2 20235
VICUS CAPITAL 210.41%1.51%4.24%Q3 2013Q1 20225
Windhaven Investment Management, Inc. 410.00%2.45%3.99%Q1 2014Q1 20185
ASSET ADVISORS CORP 550.04%0.09%0.12%Q3 2013Q3 20145
SHEETS SMITH WEALTH MANAGEMENT 310.01%0.06%0.08%Q2 2015Q3 20235
Pointe Capital Management LLC 310.13%0.14%0.15%Q2 2021Q1 20234
Y.D. More Investments Ltd 440.00%0.00%0.00%Q4 2022Q3 20234
Selective Wealth Management, Inc. 310.11%0.15%0.20%Q2 2022Q2 20234
Great Waters Wealth Management 440.24%0.26%0.29%Q4 2022Q3 20234
Sharper & Granite LLC 441.47%1.55%1.65%Q4 2022Q3 20234
New England Private Wealth Advisors LLC 440.12%0.15%0.17%Q4 2013Q3 20144
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q2 20234
PATTON ALBERTSON MILLER GROUP, LLC 440.10%0.12%0.14%Q2 2019Q1 20204
ROTHSCHILD INVESTMENT LLC /IL 440.03%0.03%0.03%Q4 2013Q3 20144
Ritter Daniher Financial Advisory LLC / DE 440.00%0.00%0.00%Q4 2022Q3 20234
Alpine Group USVI, LLC 310.18%0.86%1.24%Q2 2017Q3 20194
Clark Capital Management Group, Inc. 440.06%0.10%0.15%Q2 2017Q1 20184
Cornerstone Financial Partners, LLC 310.19%0.93%2.87%Q4 2015Q1 20174
RWA WEALTH PARTNERS, LLC 220.01%0.02%0.03%Q2 2017Q2 20184
Proficio Capital Partners LLC 440.00%0.03%0.05%Q3 2017Q2 20184
Jump Trading, LLC 210.00%0.01%0.01%Q1 2015Q2 20164
JDM Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ENTRUST GLOBAL PARTNERS L L C 440.48%0.59%0.72%Q4 2021Q3 20224
McQueen, Ball & Associates Inc. 440.68%0.75%0.91%Q4 2015Q3 20164
TOWNSQUARE CAPITAL LLC 310.01%0.12%0.40%Q3 2020Q3 20234
VALLEY NATIONAL BANCORP 440.67%1.00%1.30%Q1 2014Q4 20144
CANANDAIGUA NATIONAL BANK & TRUST CO 441.16%1.34%1.40%Q2 2017Q1 20184
Bell Bank 440.18%0.19%0.20%Q3 2014Q2 20154
YALE UNIVERSITY 441.59%3.31%5.30%Q2 2021Q1 20224
BBJS FINANCIAL ADVISORS, LLC 445.73%6.29%6.98%Q4 2022Q3 20234
PANAGORA ASSET MANAGEMENT INC 310.00%0.00%0.00%Q4 2019Q1 20214
Ten Capital Wealth Advisors, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.00%0.00%0.00%Q3 2015Q2 20164
Legacy Private Trust Co. 210.03%0.06%0.09%Q2 2013Q4 20144
Olympiad Research LP 440.14%0.23%0.26%Q2 2021Q1 20224
HOLDERNESS INVESTMENTS CO 440.12%0.14%0.15%Q2 2017Q1 20184
Delphi Private Advisors LLC 440.45%0.58%0.72%Q4 2017Q3 20184
Avior Wealth Management, LLC 310.00%0.00%0.00%Q1 2021Q3 20234
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.01%0.17%0.54%Q1 2018Q1 20214
Eagle Bay Advisors LLC 310.02%0.02%0.04%Q2 2021Q3 20224
Strategic Capital Alternatives LLC 310.03%0.54%0.78%Q3 2014Q3 20154
Granite Investment Partners, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
WealthTrust-Arizona, LLC 440.18%0.20%0.23%Q2 2017Q1 20184
Bernardo Wealth Planning LLC 210.08%0.16%0.24%Q3 2019Q4 20204
Chesley Taft & Associates LLC 310.02%0.04%0.10%Q4 2013Q4 20174
FundX Investment Group, LLC 219.49%15.08%20.82%Q3 2013Q3 20174
Next Capital Management LLC 440.02%0.03%0.03%Q4 2018Q3 20194
EverSource Wealth Advisors, LLC 310.00%0.00%0.01%Q4 2021Q2 20234
KMG FIDUCIARY PARTNERS, LLC 440.10%0.18%0.30%Q4 2018Q3 20194
Guild Investment Management, Inc. 314.69%9.65%21.40%Q3 2013Q4 20194
Jackson, Grant Investment Advisers, Inc. 310.00%0.01%0.01%Q4 2017Q4 20204
New England Investment & Retirement Group, Inc. 446.42%7.93%8.94%Q3 2013Q2 20144
AGF MANAGEMENT LTD 440.14%0.15%0.17%Q4 2022Q3 20234
Heritage Trust Co 440.07%0.07%0.07%Q1 2018Q4 20184
WEST BANCORPORATION INC 440.00%0.00%0.01%Q4 2021Q3 20224
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.00%0.01%Q4 2016Q3 20204
Fiduciary Alliance LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Cable Hill Partners, LLC 220.01%0.01%0.02%Q4 2014Q3 20164
Abacus Wealth Partners, LLC 440.08%0.13%0.18%Q4 2020Q3 20214
Valeo Financial Advisors, LLC 210.00%0.00%0.01%Q1 2018Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.33%0.45%0.61%Q4 2022Q3 20234
BAINCO INTERNATIONAL INVESTORS 440.05%0.05%0.06%Q2 2014Q1 20154
4Thought Financial Group Inc. 440.10%0.12%0.14%Q2 2022Q1 20234
Ferris Capital, LLC 440.39%0.42%0.44%Q4 2017Q3 20184
LEUTHOLD GROUP, LLC 440.02%0.09%0.23%Q2 2013Q1 20144
Altium Wealth Management LLC 440.05%0.10%0.15%Q4 2017Q3 20184
Independence Advisors, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
F3Logic, LLC 310.03%0.24%0.40%Q4 2018Q3 20204
MCF Advisors LLC 310.00%0.02%0.04%Q3 2013Q2 20204
O'Brien Wealth Partners LLC 440.08%0.10%0.12%Q3 2021Q2 20224
Bricktown Capital, LLC 440.44%1.00%1.99%Q4 2022Q3 20234
Strategic Capital Group LLC 220.03%0.04%0.05%Q2 2013Q2 20144
Corient Private Wealth LLC 440.00%0.02%0.05%Q4 2022Q3 20234
REBALANCE, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Karp Capital Management Corp 440.01%0.01%0.01%Q4 2014Q3 20154
SEGALL BRYANT & HAMILL, LLC 440.01%0.01%0.01%Q1 2015Q4 20154
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
Global Financial Private Capital, Inc 440.04%0.06%0.09%Q3 2017Q2 20184
Hefty Wealth Partners 440.01%0.57%0.79%Q1 2017Q4 20174
Angeles Investment Advisors, LLC 440.04%0.05%0.06%Q3 2021Q2 20224
Vontobel Swiss Wealth Advisors AG 210.12%0.56%1.17%Q2 2016Q2 20214
Rehmann Capital Advisory Group 210.01%0.07%0.09%Q4 2011Q1 20194
First Bank & Trust 440.39%0.41%0.42%Q4 2022Q3 20234
Aviance Capital Partners, LLC 440.33%0.39%0.46%Q2 2015Q1 20164
Ironsides Asset Advisors, LLC 220.17%0.29%0.40%Q2 2014Q1 20184
Principal Street Partners, LLC 440.09%0.15%0.17%Q4 2021Q3 20224
Robertson Stephens Wealth Management, LLC 210.02%0.17%0.58%Q3 2020Q3 20234
Life Planning Partners, Inc 440.14%0.19%0.32%Q4 2021Q3 20224
MARSHALL WACE, LLP 110.00%0.01%0.04%Q2 2018Q2 20224
Risk Paradigm Group, LLC 440.04%0.17%0.34%Q1 2015Q4 20154
Liberty Mutual Group Asset Management Inc. 310.83%5.56%9.84%Q1 2014Q1 20164
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q3 20214
NATIXIS 440.00%0.00%0.00%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MAGNOLIA CAPITAL ADVISORS LLC 222.51%3.24%3.71%Q3 2020Q3 20214
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Francis Financial, Inc. 220.22%4.31%9.03%Q4 2017Q3 20224
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Freedom, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
HL FINANCIAL SERVICES LLC 440.01%0.01%0.01%Q2 2015Q1 20164
Delek Group, Ltd. 440.01%0.03%0.05%Q4 2017Q3 20184
PRESILIUM PRIVATE WEALTH, LLC 449.08%9.37%9.54%Q4 2022Q3 20234
Tidal Investments LLC 310.01%0.10%0.28%Q2 2021Q2 20234
River Street Advisors LLC 442.66%2.82%3.00%Q4 2022Q3 20234
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 310.00%0.04%0.17%Q4 2015Q4 20164
Benchmark Capital Advisors 440.32%0.33%0.34%Q2 2017Q1 20184
Welch Investments, LLC 440.11%0.18%0.25%Q4 2016Q3 20174
Lyons Wealth Management, LLC. 440.57%0.58%0.60%Q2 2017Q1 20184
BBR PARTNERS, LLC 440.04%0.05%0.05%Q1 2017Q4 20174
Unconventional Investor, LLC 440.88%0.97%1.03%Q4 2022Q3 20234
Clearstead Trust, LLC 440.18%0.32%0.45%Q4 2021Q3 20224
Integris Wealth Management, LLC 444.57%8.63%10.21%Q4 2022Q3 20234
KLS Professional Advisors Group, LLC 440.02%0.03%0.05%Q2 2018Q1 20194
Acorn Advisory Capital L.P. 440.52%1.81%5.59%Q4 2017Q3 20184
PAYDEN & RYGEL 220.11%0.20%0.48%Q4 2019Q4 20204
Palo Capital, Inc. 440.87%0.92%0.97%Q1 2015Q4 20154
Archford Capital Strategies, LLC 210.00%0.01%0.01%Q4 2015Q1 20184
Echo Wealth Management, LLC 440.30%0.30%0.32%Q4 2020Q3 20214
CANADA PENSION PLAN INVESTMENT BOARD 210.02%0.03%0.07%Q3 2019Q4 20214
Fulcrum Equity Management 220.08%0.13%0.19%Q2 2020Q2 20214
Verity Asset Management, Inc. 441.34%3.06%4.06%Q1 2017Q4 20174
LBA Wealth Management, LLC 440.01%0.01%0.01%Q2 2016Q1 20174
Gilbert & Cook, Inc. 330.08%0.09%0.11%Q4 2016Q2 20173
CAPITAL COUNSEL LLC/NY 330.02%0.02%0.02%Q1 2023Q3 20233
CFM WEALTH PARTNERS LLC 330.01%0.01%0.01%Q4 2019Q2 20203
East Coast Asset Management, LLC. 330.01%0.01%0.01%Q4 2012Q2 20133
Empire Life Investments Inc. 330.05%0.09%0.13%Q4 2019Q2 20203
PRINCETON CAPITAL MANAGEMENT LLC 330.03%0.04%0.07%Q1 2018Q3 20183
Emery Howard Portfolio Management, Inc. 330.03%0.04%0.04%Q2 2021Q4 20213
Advisors Preferred, LLC 210.69%2.33%3.60%Q2 2017Q4 20193
Waverly Advisors, LLC 330.03%0.05%0.06%Q2 2014Q4 20143
Livingston Group Asset Management CO (operating as Southport Capital Management) 330.25%0.25%0.26%Q4 2013Q2 20143
OTA Financial Group L.P. 210.60%0.94%1.60%Q3 2014Q2 20153
TIEDEMANN ADVISORS, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Baring International Investment Ltd 330.15%0.18%0.21%Q4 2013Q2 20143
SCHNIEDERS CAPITAL MANAGEMENT LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Jacobus Wealth Management, Inc. 330.11%0.12%0.12%Q1 2014Q3 20143
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
Crescent Capital Consulting, LLC 330.00%0.89%1.68%Q2 2021Q4 20213
Custos Family Office, LLC 330.66%0.68%0.71%Q1 2023Q3 20233
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
INTRUST BANK NA 210.05%0.18%0.25%Q1 2014Q4 20213
Consolidated Portfolio Review Corp 330.20%0.23%0.28%Q1 2023Q3 20233
Mosaic Family Wealth, LLC 330.02%0.03%0.04%Q4 2015Q2 20163
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Summit Financial Wealth Advisors, LLC 330.12%0.14%0.15%Q4 2014Q2 20153
Integrated Advisors Network LLC 330.02%0.05%0.07%Q4 2021Q2 20223
BlackRock Institutional Trust Company, N.A. 210.00%0.00%0.00%Q3 2013Q2 20143
Stockman Wealth Management, Inc. 330.08%0.09%0.10%Q4 2018Q2 20193
BENJAMIN EDWARDS INC 210.03%0.06%0.11%Q1 2019Q1 20223
CLIFFORD SWAN INVESTMENT COUNSEL LLC 330.01%0.01%0.01%Q4 2016Q2 20173
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
TUDOR INVESTMENT CORP ET AL 210.01%0.03%0.06%Q2 2022Q3 20233
Trust Asset Management LLC 332.66%4.64%8.43%Q1 2017Q3 20173
Goldstein Munger & Associates 330.09%0.09%0.09%Q3 2017Q1 20183
PETRA FINANCIAL ADVISORS INC 210.47%0.57%0.68%Q4 2022Q3 20233
Ameritas Advisory Services, LLC 210.00%0.01%0.01%Q4 2021Q1 20233
O'Connor Financial Group LLC 330.39%0.42%0.45%Q1 2023Q3 20233
Cardan Capital Partners, LLC 330.06%0.06%0.06%Q1 2020Q3 20203
Truepoint, Inc. 330.03%0.04%0.05%Q2 2017Q4 20173
Charles Schwab Investment Advisory, Inc. 330.16%0.22%0.34%Q2 2019Q4 20193
PRIVATE MANAGEMENT GROUP INC 330.03%0.03%0.03%Q1 2016Q3 20163
Glass Jacobson Investment Advisors llc 210.03%0.03%0.04%Q4 2022Q3 20233
Linscomb & Williams, Inc. 210.01%0.04%0.05%Q4 2019Q4 20223
Prime Capital Investment Advisors, LLC 330.05%0.75%1.13%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Maven Securities LTD 110.04%0.10%0.20%Q4 2018Q3 20233
Y-Intercept (Hong Kong) Ltd 210.06%0.09%0.14%Q2 2021Q3 20223
Artha Capital Management, Inc. 332.32%3.30%4.38%Q4 2013Q2 20143
Avion Wealth 330.00%0.00%0.00%Q2 2022Q4 20223
Ameliora Wealth Management Ltd. 331.41%1.87%2.34%Q4 2021Q2 20223
Sandy Cove Advisors, LLC 330.28%0.47%0.58%Q1 2023Q3 20233
WEALTHFRONT Corp 330.00%0.00%0.00%Q1 2015Q3 20153
BAHL & GAYNOR INC 330.00%0.00%0.00%Q3 2017Q1 20183
Pathway Financial Advisors LLC 330.00%0.00%0.01%Q4 2017Q2 20183
Solstein Capital, LLC 330.01%0.01%0.02%Q2 2021Q4 20213
MORGENS WATERFALL VINTIADIS & CO INC 210.63%0.70%0.75%Q1 2015Q3 20173
MOTCO 110.00%0.00%0.01%Q4 2014Q2 20163
Financial Gravity Companies, Inc. 210.00%0.01%0.02%Q4 2017Q4 20183
Partnervest Advisory Services LLC 210.12%0.16%0.21%Q4 2017Q3 20183
Madison Asset Management, LLC 330.01%0.07%0.14%Q4 2019Q2 20203
TWIN FOCUS CAPITAL PARTNERS, LLC 210.04%0.06%0.08%Q4 2021Q3 20233
SpiderRock Advisors, LLC 220.01%0.03%0.05%Q2 2017Q3 20173
BBVA USA Bancshares, Inc. 330.29%0.34%0.37%Q3 2014Q1 20153
Western Pacific Wealth Management, LP 330.04%0.05%0.05%Q4 2021Q2 20223
Constellation Wealth Advisors, LLC 336.64%7.47%8.81%Q1 2015Q3 20153
Surevest, LLC 330.12%0.20%0.26%Q4 2018Q2 20193
First Capital Advisors Group, LLC. 330.12%0.14%0.16%Q3 2017Q1 20183
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
NOMURA HOLDINGS INC 110.00%0.02%0.06%Q2 2014Q1 20223
BECKER CAPITAL MANAGEMENT INC 330.58%0.62%0.66%Q1 2023Q3 20233
VOYA INVESTMENT MANAGEMENT LLC 330.10%0.10%0.10%Q3 2013Q1 20143
Centerpoint Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
PFG Advisors 330.02%0.02%0.02%Q2 2021Q4 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.04%0.07%Q4 2017Q3 20183
One Capital Management, LLC 210.01%0.26%0.44%Q3 2014Q2 20233
Friedenthal Financial 210.37%2.27%6.05%Q2 2014Q4 20173
Covenant Multifamily Offices, LLC 210.02%2.83%8.41%Q3 2015Q1 20193
Crewe Advisors LLC 210.00%0.01%0.02%Q2 2019Q3 20223
Wealthfront Advisers LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Baker Avenue Asset Management, LP 210.04%0.05%0.07%Q3 2013Q4 20143
ROBSHAW & JULIAN ASSOCIATES INC 213.10%3.27%3.56%Q1 2014Q2 20173
HNP Capital LLC 210.33%1.89%2.92%Q4 2018Q1 20203
Clear Perspectives Financial Planning, LLC 331.93%2.47%3.02%Q2 2021Q4 20213
Signature Financial Management, Inc. 330.42%0.50%0.58%Q1 2014Q3 20143
Polaris Wealth Advisory Group, LLC 330.02%0.03%0.03%Q3 2013Q1 20143
JUNCTURE WEALTH STRATEGIES, LLC 332.46%3.02%3.42%Q2 2021Q4 20213
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Turim 21 Investimentos Ltda. 330.13%0.18%0.22%Q3 2017Q1 20183
Moors & Cabot, Inc. 210.03%0.04%0.05%Q2 2014Q1 20183
Hightower 6M Holding, LLC 330.66%0.73%0.80%Q1 2022Q3 20223
Essex Savings Bank 330.06%0.07%0.07%Q4 2018Q2 20193
Addison Capital Co 330.15%0.16%0.16%Q2 2019Q4 20193
Ciovacco Capital Management LLC 335.94%7.83%11.11%Q1 2023Q3 20233
Altus Wealth Group LLC 330.16%0.18%0.18%Q4 2020Q2 20213
ALTERNA WEALTH MANAGEMENT, INC 330.26%0.31%0.37%Q3 2022Q1 20233
QCM Cayman, Ltd. 110.11%0.92%1.48%Q1 2014Q3 20213
OGOREK ANTHONY JOSEPH /NY/ /ADV 330.27%0.28%0.28%Q2 2021Q4 20213
CATALYST PRIVATE WEALTH, LLC 210.05%0.73%1.19%Q3 2020Q2 20223
RGT Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
NewFocus Financial Group, LLC 332.65%3.37%4.04%Q3 2015Q1 20163
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.01%Q1 2018Q3 20183
Atlantic Private Wealth, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
MACKENZIE FINANCIAL CORP 330.01%0.01%0.01%Q4 2014Q2 20153
Global Endowment Management, LP 210.09%0.44%1.13%Q4 2019Q2 20223
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2020Q4 20223
Timber Hill LLC 330.02%0.06%0.12%Q3 2017Q1 20183
Meristem Family Wealth, LLC 330.02%0.02%0.03%Q3 2021Q1 20223
QCI ASSET MANAGEMENT INC/NY 210.00%0.00%0.00%Q3 2014Q2 20173
BlueCrest Capital Management Ltd 110.01%0.96%2.64%Q2 2015Q1 20223
BASSO CAPITAL MANAGEMENT, L.P. 330.01%2.34%3.69%Q2 2015Q4 20153
Spot Trading L.L.C 110.00%0.01%0.01%Q2 2013Q2 20163
QVR LLC 110.07%0.11%0.13%Q2 2018Q2 20193
Private Ocean, LLC 110.00%0.00%0.01%Q4 2019Q1 20233
Alberta Investment Management Corp 110.11%0.20%0.25%Q3 2018Q2 20213
Schwab Charitable Fund 330.31%0.34%0.36%Q4 2017Q2 20183
Journey Advisory Group, LLC 331.14%1.28%1.36%Q1 2023Q3 20233
Laurel Grove Capital, LLC 330.12%0.14%0.16%Q4 2014Q2 20153
Rodgers Brothers Inc. 210.04%0.06%0.07%Q1 2018Q1 20213
INVICTUS PRIVATE WEALTH, LLC 332.43%2.65%2.81%Q1 2023Q3 20233
Portfolio Strategies, Inc. 210.01%0.08%0.22%Q4 2017Q3 20183
Rezny Wealth Management, Inc. 336.96%8.00%8.66%Q2 2017Q4 20173
AGF Investments LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q2 2016Q4 20162
Saiers Capital, LLC 110.00%0.08%0.17%Q4 2014Q4 20142
Magnus Financial Group LLC 220.03%0.05%0.06%Q1 2022Q2 20222
DFPG INVESTMENTS, LLC 220.05%0.06%0.06%Q4 2022Q1 20232
CenterStar Fund, LLC 110.01%0.01%0.01%Q4 2016Q4 20162
Weatherstone Capital Management 110.57%0.64%0.71%Q4 2013Q2 20172
Kiwi Wealth Investments Limited Partnership 220.16%0.18%0.19%Q3 2021Q4 20212
AMG National Trust Bank 110.02%0.12%0.22%Q4 2014Q2 20152
FourThought Financial, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Valley Brook Capital Group, Inc. 220.03%0.03%0.03%Q4 2020Q1 20212
Castleview Partners, LLC 110.00%0.01%0.01%Q2 2021Q4 20212
CSM Advisors, LLC 221.82%1.94%2.06%Q1 2023Q2 20232
Kingfisher Capital LLC 220.37%0.39%0.41%Q2 2016Q3 20162
WEXFORD CAPITAL LP 220.41%0.43%0.44%Q1 2021Q2 20212
Logan Stone Capital, LLC 220.29%0.34%0.40%Q2 2023Q3 20232
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q2 2014Q3 20142
NSI Retail Advisors, LLC 224.04%4.57%5.11%Q1 2023Q2 20232
FSC Wealth Advisors, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
FIC CAPITAL INC 220.09%0.09%0.10%Q2 2017Q3 20172
CX Institutional 220.00%0.21%0.42%Q1 2020Q2 20202
Acuitas Investments, LLC 222.11%2.29%2.47%Q3 2022Q4 20222
Corbenic Partners LLC 110.01%0.03%0.05%Q3 2015Q1 20202
DARK FOREST CAPITAL MANAGEMENT LP 220.07%0.15%0.24%Q1 2023Q2 20232
Smart Money Group LLC 220.21%0.61%1.02%Q4 2017Q1 20182
Berman Capital Advisors, LLC 220.07%0.08%0.08%Q4 2017Q1 20182
JRM Investment Counsel, LLC 220.17%0.18%0.19%Q2 2017Q3 20172
Valentine Capital Asset Management, Inc. 221.12%1.13%1.13%Q4 2014Q1 20152
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q3 20232
Segment Wealth Management, LLC 220.09%0.09%0.09%Q2 2014Q3 20142
DRW Securities, LLC 110.03%0.50%0.98%Q3 2019Q1 20202
Kohmann Bosshard Financial Services, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
PENOBSCOT WEALTH MANAGEMENT 220.22%0.24%0.26%Q2 2022Q3 20222
Pinnacle Wealth Management, LLC 223.63%3.85%4.08%Q2 2023Q3 20232
SCS Capital Management LLC 220.02%0.12%0.22%Q2 2015Q3 20152
ALPS ADVISORS INC 220.15%0.15%0.16%Q2 2017Q3 20172
City State Bank 220.00%0.00%0.00%Q1 2022Q2 20222
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Advisory Alpha, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FNY Investment Advisers, LLC 220.04%0.04%0.05%Q2 2021Q3 20212
SUMMIT FINANCIAL GROUP, INC. 110.07%0.07%0.08%Q2 2021Q4 20212
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2014Q1 20162
Lavaca Capital LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Beacon Capital Management, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q3 2019Q1 20202
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110.04%0.17%0.30%Q3 2017Q3 20212
Atom Investors LP 221.10%1.47%1.83%Q2 2023Q3 20232
Centric Wealth Management 110.63%0.70%0.78%Q4 2022Q3 20232
FinTrust Capital Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Paradigm Financial Partners, LLC 220.46%0.47%0.48%Q2 2021Q3 20212
Watershed Asset Management, L.L.C. 222.65%2.76%2.88%Q2 2022Q3 20222
Halpern Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
MCIA Inc 220.03%0.03%0.03%Q2 2017Q3 20172
Geduld E E 220.64%0.67%0.71%Q4 2013Q1 20142
Permanens Capital L.P. 2220.10%21.05%21.99%Q2 2014Q3 20142
Headlands Technologies LLC 110.01%0.15%0.28%Q4 2022Q3 20232
Leucadia National 220.00%0.00%0.01%Q4 2022Q1 20232
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 220.79%0.87%0.95%Q4 2013Q1 20142
Strategic Equity Management 222.90%2.96%3.02%Q1 2023Q2 20232
Congress Wealth Management LLC / DE / 220.01%0.01%0.01%Q2 2023Q3 20232
Wallace Advisory Group, LLC 221.82%1.82%1.82%Q1 2023Q2 20232
FURE FINANCIAL CORP 220.02%0.02%0.02%Q3 2020Q4 20202
Mathes Company, Inc. 220.49%0.52%0.54%Q1 2015Q2 20152
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
NATIXIS ADVISORS, L.P. 110.01%0.03%0.06%Q4 2016Q1 20192
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.05%0.05%0.06%Q3 2021Q4 20212
OLD MISSION CAPITAL, LLC 110.52%0.82%1.12%Q4 2016Q4 20202
AMERICAN ASSET MANAGEMENT INC. 110.01%0.01%0.01%Q3 2014Q3 20152
NORTH STAR ASSET MANAGEMENT INC 220.04%0.04%0.04%Q4 2013Q1 20142
AIA International Ltd 220.51%0.54%0.56%Q4 2017Q1 20182
Simplicity Wealth,LLC 220.21%0.23%0.25%Q4 2022Q1 20232
Bain Capital Public Equity Management, LLC 220.03%0.05%0.08%Q4 2018Q1 20192
XR Securities LLC 110.03%0.92%1.80%Q1 2018Q4 20192
Strategic Blueprint, LLC 110.02%0.02%0.02%Q3 2019Q2 20212
DAVIDSON INVESTMENT ADVISORS 220.00%0.00%0.00%Q4 2015Q1 20162
NewSquare Capital LLC 110.00%0.04%0.07%Q4 2017Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q1 20232
Jackson Financial Management 220.19%0.19%0.19%Q4 2017Q1 20182
COMERICA SECURITIES,INC. 220.05%0.05%0.05%Q1 2020Q2 20202
MARINO, STRAM & ASSOCIATES LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Syntal Capital Partners, LLC 220.14%0.20%0.25%Q4 2017Q1 20182
MASON STREET ADVISORS, LLC 220.00%0.02%0.04%Q2 2014Q3 20142
MANCHESTER FINANCIAL INC 220.01%0.02%0.02%Q4 2020Q1 20212
Heritage Wealth Advisors 110.00%0.00%0.01%Q3 2019Q1 20232
USA FINANCIAL FORMULAS 220.04%0.04%0.04%Q1 2018Q2 20182
BREMER TRUST NATIONAL ASSOCIATION 220.11%0.11%0.12%Q2 2014Q3 20142
Aaron Wealth Advisors LLC 220.01%0.08%0.15%Q1 2022Q2 20222
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2016Q2 20202
Mount Lucas Management LP 110.36%0.38%0.39%Q4 2019Q4 20202
Concorde Asset Management, LLC 220.23%0.27%0.30%Q1 2016Q2 20162
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2015Q3 20172
Quent Capital, LLC 220.04%0.07%0.09%Q4 2021Q1 20222
Columbus Macro, LLC 220.30%1.08%1.86%Q4 2017Q1 20182
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.04%0.04%0.05%Q3 2021Q1 20222
NORTHEAST INVESTMENT MANAGEMENT 220.03%0.03%0.03%Q3 2021Q4 20212
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 110.38%1.33%2.29%Q3 2017Q3 20172
Banyan Partners, LLC 220.03%0.03%0.03%Q3 2013Q4 20132
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Rock Creek Group, LP 220.28%0.64%1.01%Q4 2013Q1 20142
DOWLING & YAHNKE LLC 110.00%0.02%0.04%Q2 2015Q4 20192
Cornerstone Wealth Group, LLC 220.11%1.23%2.36%Q3 2021Q4 20212
Gerstein Fisher 220.07%0.11%0.16%Q3 2013Q4 20132
KMS FINANCIAL SERVICES, INC 220.03%0.03%0.04%Q2 2014Q3 20142
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2013Q2 20212
Walker Financial Services, Inc. 221.23%1.42%1.62%Q1 2022Q2 20222
Chan Zuckerberg Initiative, LLC 2234.78%67.39%100.00%Q2 2023Q3 20232
Sheaff Brock Investment Advisors, LLC 220.04%0.04%0.04%Q2 2017Q3 20172
Sutton Wealth Advisors Inc. 110.00%0.02%0.04%Q4 2018Q3 20222
FIRST HAWAIIAN BANK 110.04%0.04%0.04%Q1 2016Q3 20162
Sterling Ridge Capital Management LP 220.52%0.66%0.80%Q3 2015Q4 20152
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
WealthBridge Capital Management, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
HT Partners LLC 220.14%0.14%0.14%Q2 2015Q3 20152
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.01%Q2 2017Q2 20192
MorganRosel Wealth Management, LLC 222.37%2.40%2.42%Q2 2023Q3 20232
Biltmore Family Office, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Permian Investment Partners, LP 112.84%6.90%10.96%Q2 2015Q4 20182
Nauset Wealth Management. LLC 220.10%1.59%3.08%Q4 2021Q1 20222
Paradigm Financial Advisors, LLC 220.45%0.54%0.62%Q2 2014Q3 20142
Perennial Advisors, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
TEXAS CAPITAL BANCSHARES INC/TX 220.16%0.16%0.17%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
SYMPHONY ASSET MANAGEMENT LLC 110.06%0.15%0.25%Q1 2014Q1 20152
BTS Asset Management, Inc. 220.21%0.22%0.24%Q4 2013Q1 20142
Carnick & Kubik, LLC 110.00%0.04%0.08%Q3 2015Q1 20162
Avidian Wealth Solutions, LLC 110.06%0.18%0.29%Q4 2017Q2 20212
Man Group plc 220.00%0.00%0.00%Q3 2021Q4 20212
PALLADIEM, LLC 223.00%3.36%3.71%Q2 2015Q3 20152
Long Wharf Investors, Inc. 220.52%0.57%0.61%Q3 2013Q4 20132
US FINANCIAL ADVISORS, LLC 220.10%0.13%0.16%Q3 2015Q4 20152
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q1 2016Q4 20182
Williams Jones Wealth Management, LLC. 220.00%0.00%0.00%Q3 2019Q4 20192
RESOURCE CONSULTING GROUP INC 220.39%0.41%0.43%Q4 2021Q1 20222
AMUSSEN HUNSAKER ASSOCIATES LLC 220.02%0.03%0.03%Q2 2018Q3 20182
INNEALTA CAPITAL, LLC 110.10%0.10%0.10%Q2 2021Q4 20212
GIRARD PARTNERS LTD. 110.00%0.04%0.07%Q3 2018Q2 20212
High Falls Advisors, Inc 110.01%0.01%0.01%Q4 2015Q2 20162
Weiss Multi-Strategy Advisers LLC 110.01%0.91%1.80%Q4 2014Q2 20232
Visium Asset Management, LP 110.01%0.02%0.03%Q4 2014Q4 20152
HARBOR CAPITAL ADVISORS, INC. 220.05%0.05%0.05%Q3 2023Q4 20232
GW HENSSLER & ASSOCIATES LTD 220.04%0.04%0.04%Q2 2013Q3 20132
Arlington Trust Co LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Calvert Investment Management, Inc. 110.09%0.09%0.09%Q2 2016Q2 20161
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
FIDUCIARY TRUST INTERNATIONAL LLC 110.06%0.06%0.06%Q2 2014Q2 20141
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2015Q2 20151
Global Index Advisors Inc 110.12%0.12%0.12%Q2 2014Q2 20141
Source Financial Advisors LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Allegis Investment Advisors, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
STRS OHIO 110.00%0.00%0.00%Q1 2020Q1 20201
Capital Square, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Resurgent Financial Advisors LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Moser Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Genesee Capital Advisors, LLC 1111.42%11.42%11.42%Q2 2021Q2 20211
Coatue Management 110.02%0.02%0.02%Q1 2020Q1 20201
IMC-Chicago, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NEVILLE RODIE & SHAW INC 110.03%0.03%0.03%Q4 2014Q4 20141
Osbon Capital Management LLC 114.16%4.16%4.16%Q2 2019Q2 20191
REGIMEN WEALTH, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
SCOPUS ASSET MANAGEMENT, L.P. 110.22%0.22%0.22%Q3 2021Q3 20211
BAKER TILLY WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Newfoundland Capital Management 110.38%0.38%0.38%Q3 2022Q3 20221
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q3 2014Q3 20141
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Stevens First Principles Investment Advisors 110.06%0.06%0.06%Q3 2013Q3 20131
FIRST FINANCIAL EQUITY CORPORATION 110.55%0.55%0.55%Q1 2017Q1 20171
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q1 2022Q1 20221
American Institute for Advanced Investment Management, LLP 110.16%0.16%0.16%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.04%0.04%0.04%Q2 2018Q2 20181
BECK MACK & OLIVER LLC 110.01%0.01%0.01%Q2 2013Q2 20131
IAM Advisory, LLC 1111.42%11.42%11.42%Q2 2021Q2 20211
Detwiler Fenton Investment Management LLC 112.67%2.67%2.67%Q4 2015Q4 20151
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q1 2019Q1 20191
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Wealthsimple US, Ltd. 110.18%0.18%0.18%Q4 2019Q4 20191
AlphaCore Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fort Sheridan Advisors LLC 110.11%0.11%0.11%Q4 2019Q4 20191
BREITER CAPITAL MANAGEMENT INC 110.39%0.39%0.39%Q4 2017Q4 20171
SELZ CAPITAL LLC 111.46%1.46%1.46%Q2 2015Q2 20151
DT Investment Partners, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
HOWARD WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Vishria Bird Financial Group, LLC 111.55%1.55%1.55%Q4 2018Q4 20181
CS MCKEE LP 110.02%0.02%0.02%Q1 2014Q1 20141
Stadion Money Management, LLC 111.94%1.94%1.94%Q3 2013Q3 20131
Wealth Alliance Advisory Group, LLC 110.14%0.14%0.14%Q1 2018Q1 20181
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Carolina Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Squarepoint Ops LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Rinkey Investments 110.03%0.03%0.03%Q4 2021Q4 20211
Bluefin Trading, LLC 110.06%0.06%0.06%Q3 2014Q3 20141
Sterling Financial Planning, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
SMITH, MOORE & CO. 110.16%0.16%0.16%Q3 2015Q3 20151
Matrix Trust Co 110.02%0.02%0.02%Q1 2023Q1 20231
AVALON CAPITAL MANAGEMENT 110.64%0.64%0.64%Q3 2013Q3 20131
Farmers National Bank 110.01%0.01%0.01%Q1 2019Q1 20191
GABLES CAPITAL MANAGEMENT INC. 110.00%0.00%0.00%Q3 2023Q3 20231
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Altshuler Shaham Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Diametric Capital, LP 110.82%0.82%0.82%Q2 2020Q2 20201
CarsonAllaria Wealth Management, Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
SENTINEL TRUST CO LBA 110.48%0.48%0.48%Q1 2022Q1 20221
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
HBW ADVISORY SERVICES LLC 110.10%0.10%0.10%Q4 2022Q4 20221
GREAT VALLEY ADVISOR GROUP, INC. 110.20%0.20%0.20%Q2 2019Q2 20191
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.09%0.09%0.09%Q2 2018Q2 20181
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q2 20131
Context Capital Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Windsor Wealth Management, Inc. 110.57%0.57%0.57%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Visionary Asset Management, Inc. 110.13%0.13%0.13%Q3 2013Q3 20131
Fortis Advisors, LLC 110.27%0.27%0.27%Q2 2021Q2 20211
Select Equity Group, L.P. 114.88%4.88%4.88%Q2 2017Q2 20171
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
Ascent Group, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
IPG Investment Advisors LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Guidant Wealth Advisors 110.00%0.00%0.00%Q4 2018Q4 20181
Redmond Asset Management, LLC 110.09%0.09%0.09%Q1 2019Q1 20191
BerganKDV Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Almanack Investment Partners, LLC. 110.02%0.02%0.02%Q3 2021Q3 20211
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.03%0.03%0.03%Q1 2023Q1 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Reynders McVeigh Capital Management, LLC 110.03%0.03%0.03%Q4 2016Q4 20161
MayTech Global Investments, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Atlas Merchant Capital LLC 110.67%0.67%0.67%Q4 2022Q4 20221
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Crestline Management, LP 110.67%0.67%0.67%Q1 2022Q1 20221
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q3 2015Q3 20151
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
One Charles Private Wealth Services, LLC 110.15%0.15%0.15%Q3 2021Q3 20211
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2022Q1 20221
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2018Q2 20181
FirstPurpose Wealth LLC 110.27%0.27%0.27%Q1 2023Q1 20231
WATERSHED PRIVATE WEALTH LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Ionic Capital Management LLC 110.14%0.14%0.14%Q3 2014Q3 20141
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.08%0.08%0.08%Q3 2014Q3 20141
Gould Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Oak Point Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Aveo Capital Partners, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Q3 Asset Management 115.62%5.62%5.62%Q4 2022Q4 20221
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q4 2017Q4 20171
CreativeOne Wealth, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
GeoWealth Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
TFO Wealth Partners, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q1 2016Q1 20161
GENWORTH FINANCIAL INC 112.36%2.36%2.36%Q2 2013Q2 20131
ATTICUS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Camelot Portfolios, LLC 110.53%0.53%0.53%Q4 2021Q4 20211
SP Asset Management LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Coastal Bridge Advisors, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Integrity Financial Corp /WA 110.00%0.00%0.00%Q3 2023Q3 20231
Kore Private Wealth LLC 110.12%0.12%0.12%Q3 2021Q3 20211
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Cardinal Strategic Wealth Guidance 110.01%0.01%0.01%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Impact Partnership Wealth, LLC 112.04%2.04%2.04%Q3 2023Q3 20231
Oasis Management Co Ltd. 110.10%0.10%0.10%Q3 2020Q3 20201
Wealthsimple Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
NORTHWEST WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2017Q1 20171
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MRA Associates USA LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Edenbrook Capital, LLC 111.20%1.20%1.20%Q3 2022Q3 20221
Cinctive Capital Management LP 110.57%0.57%0.57%Q3 2023Q3 20231
RFG Advisory, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
Liquid Strategies, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Midwest Professional Planners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Legacy Wealth Management, Inc 110.02%0.02%0.02%Q4 2016Q4 20161
SILVER OAK SECURITIES, INCORPORATED 110.06%0.06%0.06%Q4 2022Q4 20221
Welch Group, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Manifold Partners, LLC 110.23%0.23%0.23%Q2 2013Q2 20131
Crestone Asset Management LLC 110.10%0.10%0.10%Q2 2018Q2 20181
Centiva Capital, LP 110.09%0.09%0.09%Q1 2022Q1 20221
BOS Asset Management, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Thor Advisors, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Regis Management CO LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Willow Street Advisors LLC 110.22%0.22%0.22%Q4 2013Q4 20131
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Indiana Trust & Investment Management CO 110.00%0.00%0.00%Q3 2023Q3 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Stonebridge Financial Planning Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Texas Capital Bank Wealth Management Services Inc 110.06%0.06%0.06%Q3 2020Q3 20201
WADE G W & INC 110.08%0.08%0.08%Q4 2014Q4 20141
JD CAPITAL MANAGEMENT LLC 1116.74%16.74%16.74%Q1 2017Q1 20171
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Royal Fund Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MACQUARIE GROUP LTD 110.07%0.07%0.07%Q3 2013Q3 20131
Houlihan Financial Resource Group, Ltd. 110.05%0.05%0.05%Q3 2020Q3 20201
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
STANSBERRY ASSET MANAGEMENT, LLC 111.33%1.33%1.33%Q2 2023Q2 20231
CWA Asset Management Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Accuvest Global Advisors 110.16%0.16%0.16%Q2 2013Q2 20131
Meridian Wealth Advisors, LLC 110.46%0.46%0.46%Q4 2018Q4 20181
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.00%0.00%0.00%Q2 2015Q2 20151
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Milliman Financial Risk Management LLC 117.12%7.12%7.12%Q4 2015Q4 20151
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Gratus Capital, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Colorado Capital Management, Inc. 110.33%0.33%0.33%Q1 2016Q1 20161
TradeLink Global Equity LLC 110.15%0.15%0.15%Q4 2014Q4 20141
SVB Investment Services Inc. 112.17%2.17%2.17%Q1 2022Q1 20221
Barrett Asset Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
W.G. Shaheen & Associates DBA Whitney & Co 110.14%0.14%0.14%Q2 2016Q2 20161
University of Maryland Foundation, Inc. 1119.74%19.74%19.74%Q2 2022Q2 20221
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q4 2015Q4 20151
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2017Q3 20171
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Archon Partners LLC 111.71%1.71%1.71%Q2 2023Q2 20231
Redwood Financial Network Corp 110.20%0.20%0.20%Q1 2022Q1 20221
Power Corp of Canada 110.21%0.21%0.21%Q1 2022Q1 20221
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
STOCK YARDS BANK & TRUST CO 110.04%0.04%0.04%Q4 2014Q4 20141
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Alliance Wealth Advisors, LLC /UT 110.70%0.70%0.70%Q1 2023Q1 20231
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Peachtree Investment Advisors, Inc. 110.08%0.08%0.08%Q3 2014Q3 20141
Moss Adams Wealth Advisors LLC 111.07%1.07%1.07%Q4 2022Q4 20221
UNITED BANK, INC. 110.08%0.08%0.08%Q4 2014Q4 20141
Berkeley Capital Partners, LLC 110.25%0.25%0.25%Q4 2015Q4 20151
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Keel Point Advisors, LLC 110.28%0.28%0.28%Q4 2014Q4 20141
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 113.87%3.87%3.87%Q1 2015Q1 20151
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Summit Trail Advisors, LLC 110.08%0.08%0.08%Q1 2018Q1 20181
Legacy Financial Strategies, LLC 110.23%0.23%0.23%Q4 2017Q4 20171
JACKSON SQUARE CAPITAL, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Castle Rock Wealth Management, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
FNY Partners Fund LP 110.02%0.02%0.02%Q1 2017Q1 20171
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
RED CEDAR INVESTMENT MANAGEMENT, LLC 116.16%6.16%6.16%Q3 2020Q3 20201
Virtue Capital Management, LLC 110.24%0.24%0.24%Q1 2018Q1 20181
Goelzer Investment Management, Inc. 110.07%0.07%0.07%Q1 2013Q1 20131
ELEMENT POINTE ADVISORS, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Reby Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
MONROE BANK & TRUST/MI 110.01%0.01%0.01%Q1 2016Q1 20161
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
TWO SIGMA INVESTMENTS, LP 110.01%0.01%0.01%Q4 2013Q4 20131
Hilltop Holdings Inc. 110.41%0.41%0.41%Q2 2023Q2 20231
Vident Advisory, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Grandeur Peak Global Advisors, LLC 110.25%0.25%0.25%Q2 2016Q2 20161
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
SIMON QUICK ADVISORS, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NorthRock Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Pinz Capital Management, LP 110.40%0.40%0.40%Q2 2021Q2 20211
EFG CAPITAL INTERNATIONAL CORP. 110.52%0.52%0.52%Q2 2023Q2 20231
Regent Investment Management LLC 110.33%0.33%0.33%Q3 2017Q3 20171
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q2 2017Q2 20171
Vigilare Wealth Management 110.18%0.18%0.18%Q2 2021Q2 20211
Watermark Asset Management, Inc. 110.02%0.02%0.02%Q4 2018Q4 20181
Polar Asset Management Partners Inc. 110.13%0.13%0.13%Q1 2022Q1 20221
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
EisnerAmper Wealth Management Corporate Benefits, LLC 111.26%1.26%1.26%Q1 2023Q1 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Belmont Global Advisors, Inc. 110.44%0.44%0.44%Q1 2014Q1 20141
XPONANCE, INC. 110.06%0.06%0.06%Q4 2013Q4 20131
3EDGE Asset Management, LP 117.96%7.96%7.96%Q1 2023Q1 20231
Guidance Point Advisors, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Permit Capital Advisors, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Dominick & Dominick LLC 110.36%0.36%0.36%Q4 2014Q4 20141
Index Fund Advisors, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Ipsen Advisor Group LLC 112.15%2.15%2.15%Q4 2022Q4 20221
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
FOUNDERS FINANCIAL SECURITIES LLC 110.06%0.06%0.06%Q3 2018Q3 20181
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Rollins Financial 110.10%0.10%0.10%Q1 2022Q1 20221
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Silver Bridge Capital Management LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Ratio Wealth Group 111.25%1.25%1.25%Q1 2022Q1 20221
Morling Financial Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Deane Retirement Strategies, Inc. 115.19%5.19%5.19%Q4 2019Q4 20191
Savant Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Mariner Wealth Advisors-Cincinnati, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q3 2013Q3 20131
Vanguard Personalized Indexing Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
tru Independence LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Claro Advisors LLC 110.07%0.07%0.07%Q4 2018Q4 20181
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
PACIFIC SUN FINANCIAL CORP 110.46%0.46%0.46%Q4 2017Q4 20171
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PEAK6 Group LLC 110.00%0.00%0.00%Q2 2014Q2 20141
OTA LLC 111.60%1.60%1.60%Q2 2014Q2 20141
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2020Q3 20201
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q2 2016Q2 20161
Leith Wheeler Investment Counsel Ltd. 110.25%0.25%0.25%Q1 2016Q1 20161
SSI INVESTMENT MANAGEMENT LLC 110.15%0.15%0.15%Q3 2013Q3 20131
ADELL HARRIMAN & CARPENTER INC 110.02%0.02%0.02%Q1 2022Q1 20221
Wealth Management Solutions, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Graticule Asia Macro Advisors LLC 115.90%5.90%5.90%Q1 2022Q1 20221
Point72 Europe (London) LLP 110.69%0.69%0.69%Q2 2023Q2 20231
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q4 2022Q4 20221
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
EMG Holdings, L.P. 110.23%0.23%0.23%Q1 2022Q1 20221
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Rinet Co LLC 110.14%0.14%0.14%Q3 2017Q3 20171
External links

This page lists all the filers that currently own VANGUARD INTL EQUITY INDEX F or have owned VANGUARD INTL EQUITY INDEX F in the past.