WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.02%0.13%Q2 2013Q3 2023124
BARCLAYS PLC 3720.00%0.02%0.15%Q2 2013Q3 2023100
CITIGROUP INC 42420.00%0.02%0.12%Q2 2013Q3 2023100
JANE STREET GROUP, LLC 39390.00%0.22%2.02%Q1 2014Q3 202399
GOLDMAN SACHS GROUP INC 4240.00%0.04%0.24%Q1 2012Q3 202393
Citadel Advisors 3160.00%0.00%0.02%Q1 2014Q3 202387
CREDIT SUISSE AG/ 43430.00%0.02%0.16%Q1 2013Q3 202375
Cutler Group LLC / CA 2380.00%0.03%0.54%Q4 2015Q3 202375
BANK OF AMERICA CORP /DE/ 42420.00%0.07%0.43%Q2 2013Q3 202374
UBS Group AG 36360.00%0.04%0.23%Q4 2014Q3 202366
Parallax Volatility Advisers, L.P. 2430.00%0.09%0.52%Q3 2013Q1 202166
HSBC HOLDINGS PLC 43430.00%0.04%0.21%Q1 2013Q3 202365
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.12%Q2 2013Q3 202362
HAP Trading, LLC 25250.00%0.37%2.93%Q2 2013Q2 201956
ROYAL BANK OF CANADA 42420.00%0.02%0.09%Q2 2013Q3 202355
WOLVERINE TRADING, LLC 1110.00%0.02%0.08%Q2 2016Q3 202349
BNP PARIBAS FINANCIAL MARKETS 40400.00%0.02%0.13%Q4 2013Q3 202345
NOMURA HOLDINGS INC 1210.00%0.05%0.23%Q2 2013Q2 202345
Spot Trading L.L.C 16160.00%0.08%0.31%Q2 2013Q1 201743
HighTower Advisors, LLC 30110.00%0.08%0.44%Q2 2013Q3 202343
BALDWIN BROTHERS LLC/MA 43430.00%0.17%2.01%Q2 2013Q4 202343
MORGAN STANLEY 42420.01%0.15%0.57%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.01%0.06%0.16%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.15%0.59%1.37%Q2 2013Q3 202342
S&CO INC 42420.09%0.13%0.17%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.02%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.04%0.30%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
Rathbones Group PLC 42420.01%0.09%0.18%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.32%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.11%0.52%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.02%0.20%Q2 2013Q3 202342
US BANCORP \DE\ 3380.00%0.00%0.01%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.02%0.29%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.06%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 31100.00%0.05%0.20%Q2 2013Q3 202341
BLAIR WILLIAM & CO/IL 3650.00%0.01%0.02%Q2 2013Q3 202341
Clear Harbor Asset Management, LLC 27140.01%0.24%0.99%Q2 2013Q3 202341
SG Americas Securities, LLC 3640.00%0.09%0.39%Q3 2013Q3 202340
Perkins Coie Trust Co 40400.00%0.00%0.00%Q4 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.01%0.03%0.09%Q4 2013Q3 202340
Permanens Capital L.P. 40400.26%8.68%33.50%Q4 2013Q3 202340
Janney Montgomery Scott LLC 29110.00%0.06%0.19%Q3 2013Q3 202340
KANAWHA CAPITAL MANAGEMENT LLC 39390.03%0.09%0.17%Q1 2014Q3 202339
Creative Planning 2750.00%0.01%0.06%Q2 2013Q3 202339
Moors & Cabot, Inc. 39390.03%0.09%0.15%Q1 2014Q3 202339
INTEGRAL DERIVATIVES, LLC 18180.00%0.06%0.30%Q4 2013Q1 201839
North Star Investment Management Corp. 21170.00%0.04%0.36%Q1 2014Q3 202338
RAYMOND JAMES TRUST N.A. 2810.02%0.21%0.41%Q2 2013Q3 202338
J.P. Morgan Private Wealth Advisors LLC 3320.01%0.10%0.62%Q2 2013Q3 202338
Global Endowment Management, LP 22160.06%0.94%2.41%Q1 2014Q3 202338
RMB Capital Management, LLC 37370.07%0.51%2.22%Q3 2014Q3 202337
EFG Asset Management (Americas) Corp. 37370.03%0.51%2.21%Q2 2014Q2 202337
DEUTSCHE BANK AG\ 2360.00%0.02%0.18%Q3 2013Q3 202337
WEBSTER BANK, N. A. 2970.00%0.02%0.16%Q2 2014Q3 202336
Jefferies Group LLC 710.00%0.06%0.75%Q3 2013Q3 202136
BlackRock Inc. 2310.00%0.01%0.02%Q2 2013Q1 202336
Allianz Asset Management GmbH 1610.00%0.02%0.09%Q2 2013Q3 202335
Private Advisor Group, LLC 2320.00%0.05%0.30%Q2 2014Q3 202334
Advisory Services Network, LLC 1410.00%0.23%1.42%Q2 2013Q3 202334
BESSEMER GROUP INC 3010.00%0.50%2.85%Q2 2013Q3 202334
SeaBridge Investment Advisors LLC 34340.09%0.58%2.56%Q2 2013Q3 202134
BANK OF NOVA SCOTIA 2120.00%0.25%2.06%Q3 2013Q3 202333
Psagot Value Holdings Ltd. 33330.01%2.50%6.01%Q2 2013Q2 202133
STIFEL FINANCIAL CORP 2710.00%0.03%0.24%Q1 2014Q3 202333
OARSMAN CAPITAL, INC. 2580.16%0.26%0.42%Q4 2013Q1 202233
Versant Capital Management, Inc 33330.01%1.45%3.43%Q4 2015Q4 202333
Homrich & Berg 3210.01%0.10%0.33%Q2 2013Q3 202133
MASSMUTUAL TRUST CO FSB/ADV 2630.00%0.24%0.53%Q3 2014Q1 202333
GFS Advisors, LLC 2760.02%0.38%0.69%Q2 2015Q3 202333
Harbour Capital Advisors, LLC 2130.13%0.25%0.50%Q2 2013Q4 202333
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.08%1.28%Q4 2015Q3 202332
Carroll Financial Associates, Inc. 32320.00%0.01%0.08%Q1 2014Q4 202132
Ayalon Insurance Comp Ltd. 2480.21%1.18%3.31%Q1 2015Q3 202332
CWM, LLC 2480.00%0.00%0.05%Q3 2015Q3 202332
Institute for Wealth Management, LLC. 2660.00%0.39%3.46%Q2 2013Q3 202332
Allworth Financial LP 1360.00%0.00%0.02%Q1 2015Q3 202332
Mengis Capital Management, Inc. 2840.07%0.13%0.20%Q2 2015Q3 202332
SIMPLEX TRADING, LLC 1010.00%0.11%0.76%Q4 2014Q3 202331
FRANKLIN RESOURCES INC 1410.00%0.03%0.18%Q2 2013Q3 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 1540.00%0.20%1.32%Q2 2013Q1 202331
Kemnay Advisory Services Inc. 31310.06%0.72%5.63%Q2 2014Q4 202131
Intercontinental Wealth Advisors, LLC 31310.23%1.66%4.79%Q4 2015Q2 202331
Mariner, LLC 2280.00%0.23%0.87%Q2 2013Q3 202330
GOFEN & GLOSSBERG LLC /IL/ 30300.01%0.07%0.10%Q2 2014Q3 202130
Walleye Trading LLC 1210.00%0.01%0.05%Q2 2016Q1 202030
Koshinski Asset Management, Inc. 1610.04%0.09%0.24%Q4 2014Q3 202330
CAPTRUST FINANCIAL ADVISORS 1220.00%0.16%2.05%Q2 2013Q2 202230
Callan Capital, LLC 29290.10%0.51%2.05%Q2 2013Q2 202029
EXANE DERIVATIVES 2810.00%0.03%0.27%Q4 2014Q1 202229
Mirae Asset Global Investments Co., Ltd. 1620.00%0.29%0.84%Q2 2013Q3 202229
SYNOVUS FINANCIAL CORP 2810.00%0.18%0.63%Q3 2013Q3 202329
M&T BANK CORP 1710.00%0.06%0.69%Q3 2014Q2 202329
Cordasco Financial Network 29290.03%0.09%0.48%Q2 2015Q2 202229
WELCH & FORBES LLC 29290.05%0.09%0.14%Q3 2015Q3 202229
IFP Advisors, Inc 1470.00%0.01%0.04%Q4 2015Q3 202329
SIGNATUREFD, LLC 28280.00%5.46%12.97%Q2 2013Q1 202028
SCHRODER INVESTMENT MANAGEMENT GROUP 1560.00%0.00%0.02%Q2 2013Q3 202328
AllSquare Wealth Management LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
Kistler-Tiffany Companies, LLC 28280.01%0.01%0.02%Q2 2013Q1 202028
OPPENHEIMER & CO INC 2410.01%0.15%0.42%Q2 2013Q3 202328
Raymond James Financial Services Advisors, Inc. 2110.00%0.04%0.19%Q2 2013Q3 202328
Jump Trading, LLC 11110.00%0.04%0.10%Q4 2013Q2 201628
TWO SIGMA SECURITIES, LLC 410.00%0.11%1.51%Q4 2014Q3 202327
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 27270.02%0.06%0.16%Q4 2013Q2 202027
BANK HAPOALIM BM 27270.14%1.15%2.88%Q4 2013Q2 202027
Brinker Capital Investments, LLC 27270.01%0.33%0.81%Q2 2013Q4 201927
Fiduciary Trust Co International of Pennsylvania 17100.02%0.51%0.97%Q2 2013Q1 202027
RITHOLTZ WEALTH MANAGEMENT 2610.08%1.63%4.03%Q4 2016Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 14130.00%0.00%0.01%Q4 2016Q3 202327
Janney Capital Management LLC 2070.01%2.01%7.62%Q2 2013Q3 202327
First Allied Advisory Services, Inc. 27270.01%0.18%0.93%Q2 2013Q4 201927
Country Club Trust Company, n.a. 27270.02%0.32%0.80%Q2 2013Q4 201927
Parallel Advisors, LLC 27270.00%0.00%0.02%Q1 2017Q3 202327
EATON VANCE MANAGEMENT 1940.00%0.00%0.01%Q2 2013Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.06%0.16%Q2 2013Q4 201927
Bellecapital International Ltd. 26260.49%5.09%10.22%Q4 2013Q1 202026
SUNTRUST BANKS INC 26260.01%0.26%0.71%Q2 2013Q3 201926
Main Management LLC 13130.00%5.01%13.12%Q2 2013Q4 202126
Edge Wealth Management LLC 2330.00%0.15%0.38%Q2 2013Q4 201926
BANQUE PICTET & CIE SA 1960.01%0.36%0.94%Q4 2013Q1 202026
Capital Investment Advisors, LLC 2510.01%0.29%0.77%Q4 2013Q1 202126
MILLENNIUM MANAGEMENT LLC 1310.00%0.00%0.02%Q2 2013Q1 202326
Haverford Trust Co 1790.01%0.04%0.06%Q2 2013Q2 202026
CONNABLE OFFICE INC 25251.39%4.71%7.29%Q2 2013Q2 201925
FLOW TRADERS U.S. LLC 710.00%0.25%1.32%Q2 2013Q2 202325
Steward Partners Investment Advisory, LLC 1870.00%0.07%0.88%Q1 2017Q3 202325
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1640.00%0.03%0.18%Q2 2013Q2 202025
WHITTIER TRUST CO OF NEVADA INC 1690.00%0.04%0.15%Q4 2014Q3 202325
Cribstone Capital Management, LLC 1960.00%0.84%4.33%Q4 2015Q4 202225
Employees Retirement System of Texas 2050.02%0.98%4.07%Q2 2013Q3 201925
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.03%Q3 2013Q3 202025
Hudock, Inc. 25250.00%0.01%0.02%Q2 2013Q2 201925
DUBUQUE BANK & TRUST CO 24240.00%1.43%4.29%Q2 2013Q1 201924
Azimuth Capital Management LLC 2130.02%0.25%0.49%Q1 2014Q3 202024
WEDBUSH SECURITIES INC 1110.01%0.04%0.07%Q1 2014Q3 202324
CAMBRIDGE TRUST CO 2310.00%0.78%1.74%Q3 2013Q4 202124
PARTNERS CAPITAL INVESTMENT GROUP, LLP 24240.05%0.77%2.92%Q4 2017Q3 202324
NEXT Financial Group, Inc 1420.00%0.14%0.44%Q2 2014Q4 202124
Financial Advantage, Inc. 24240.03%2.18%4.40%Q4 2016Q3 202224
Clearwater Capital Advisors, LLC 24240.15%2.54%5.56%Q2 2016Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
MADISON INVESTMENT HOLDINGS INC 24240.01%0.39%0.83%Q2 2013Q1 201924
LVW Advisors, LLC 12110.25%3.60%8.94%Q4 2014Q3 202023
HOLLENCREST CAPITAL MANAGEMENT 1940.01%1.19%2.31%Q4 2013Q3 202323
CALTON & ASSOCIATES, INC. 23230.06%0.11%0.20%Q4 2017Q2 202323
FIDUCIARY TRUST INTERNATIONAL LLC 13100.00%0.25%0.73%Q2 2013Q1 201923
Transamerica Financial Advisors, Inc. 1810.00%0.02%0.15%Q2 2013Q2 201923
STONEBRIDGE CAPITAL MANAGEMENT INC 13100.10%0.15%0.32%Q2 2013Q1 201923
NORTHERN TRUST CORP 1940.00%0.00%0.00%Q3 2013Q3 201923
PICTET BANK & TRUST Ltd 22221.78%2.75%3.66%Q4 2014Q1 202022
Choate Investment Advisors 1110.00%0.56%3.24%Q2 2013Q1 202322
Roble, Belko & Company, Inc 22220.00%0.00%0.01%Q1 2016Q2 202122
Patriot Financial Group Insurance Agency, LLC 1660.00%0.00%0.01%Q4 2016Q2 202222
BAROMETER CAPITAL MANAGEMENT INC. 610.00%0.25%0.57%Q4 2013Q3 202322
Partnervest Advisory Services LLC 1750.02%0.31%0.58%Q2 2013Q4 201922
BROWN BROTHERS HARRIMAN & CO 1320.00%0.00%0.00%Q1 2013Q3 202322
Consolidated Investment Group LLC 22221.16%1.81%2.84%Q4 2013Q1 201922
BRADLEY FOSTER & SARGENT INC/CT 12100.01%0.06%0.17%Q2 2013Q1 201922
LFA - Lugano Financial Advisors SA 1650.02%0.09%0.53%Q2 2018Q3 202321
Barry Investment Advisors, LLC 1830.00%5.21%7.54%Q4 2014Q2 202121
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1470.02%2.60%10.81%Q4 2014Q1 202021
Gemmer Asset Management LLC 21210.00%1.35%4.29%Q1 2014Q1 201921
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
Plante Moran Financial Advisors, LLC 21210.02%0.06%0.12%Q3 2014Q3 201921
Baird Financial Group, Inc. 1140.00%0.01%0.02%Q2 2015Q3 202321
Analyst IMS Investment Management Services Ltd. 1290.21%0.47%0.64%Q4 2014Q1 202021
FIRST MANHATTAN CO. LLC. 2010.00%0.00%0.00%Q2 2013Q2 202021
DELTEC ASSET MANAGEMENT LLC 21210.03%0.13%0.63%Q4 2016Q4 202121
Edmonds Duncan Registered Investment Advisors, LLC 21210.20%2.20%2.77%Q3 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.02%Q3 2018Q3 202321
Prestige Wealth Management Group LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
EAGLE GLOBAL ADVISORS LLC 1640.14%0.23%0.42%Q2 2013Q2 202020
TIEDEMANN ADVISORS, LLC 1110.02%2.47%11.38%Q2 2013Q3 202320
OLD MISSION CAPITAL LLC 410.03%0.85%7.90%Q2 2015Q1 202320
IPG Investment Advisors LLC 20200.19%0.48%1.00%Q1 2014Q4 201820
BREWIN DOLPHIN LTD 20200.02%0.03%0.06%Q3 2017Q2 202220
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
HOLDERNESS INVESTMENTS CO 20200.11%0.23%0.52%Q1 2015Q4 201920
AdvisorNet Financial, Inc 1730.00%0.01%0.06%Q4 2017Q3 202320
Hamilton Capital, LLC 1190.03%3.55%12.19%Q4 2017Q3 202320
DAVENPORT & Co LLC 1190.00%0.04%0.45%Q2 2013Q3 201820
FEDERATED HERMES, INC. 20200.00%0.01%0.02%Q1 2015Q4 201920
Cetera Investment Advisers 940.00%0.04%0.10%Q3 2016Q3 202320
CAPITAL FUND MANAGEMENT S.A. 610.00%0.02%0.06%Q1 2015Q3 201920
Private Portfolio Partners LLC 20200.15%0.75%1.13%Q4 2018Q3 202320
AlphaMark Advisors, LLC 1360.00%0.02%0.11%Q1 2015Q1 202019
BROWN ADVISORY INC 830.00%0.01%0.03%Q2 2014Q3 202119
Stevens First Principles Investment Advisors 1540.01%2.62%4.44%Q2 2013Q1 201819
NATIXIS ADVISORS, L.P. 19190.01%0.17%0.47%Q2 2013Q4 201719
TSFG, LLC 19190.02%0.03%0.06%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.00%0.01%Q1 2019Q3 202319
FLC Capital Advisors 19190.08%0.11%0.30%Q4 2018Q2 202319
HUNTINGTON NATIONAL BANK 1310.00%0.00%0.00%Q3 2013Q2 202119
Tower Research Capital LLC (TRC) 810.00%0.00%0.01%Q3 2013Q3 202319
CAPSTONE INVESTMENT ADVISORS, LLC 510.01%0.29%1.41%Q2 2016Q3 202319
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.05%0.22%Q4 2014Q4 201919
Commonwealth Equity Services, Inc 18180.02%0.03%0.06%Q2 2013Q3 201718
Freedom Investment Management, Inc. 18180.02%0.02%0.04%Q2 2019Q3 202318
JABODON PT CO 1083.72%30.49%99.21%Q4 2013Q1 202018
Ionic Capital Management LLC 710.01%0.72%2.52%Q1 2015Q3 201718
Rex Capital Advisors, LLC 18180.23%3.94%8.22%Q2 2013Q3 201718
Cetera Advisor Networks LLC 910.00%0.02%0.05%Q1 2013Q3 202318
Pictet North America Advisors SA 1110.30%5.10%11.28%Q4 2013Q1 201918
Jacobus Wealth Management, Inc. 18180.77%1.47%2.08%Q2 2013Q3 201718
MEITAV INVESTMENT HOUSE LTD 1110.02%0.14%0.93%Q4 2017Q3 202318
M&R CAPITAL MANAGEMENT INC 990.00%0.06%0.18%Q4 2013Q4 201918
Itau Unibanco Holding S.A. 1440.05%1.40%6.84%Q3 2016Q4 202218
Tillar-Wenstrup Advisors, LLC 18181.75%2.50%3.34%Q4 2013Q1 201818
Whitegate Investment Counselors, Inc. 18180.30%0.47%0.68%Q2 2017Q3 202118
Financial Gravity Asset Management, Inc. 810.00%0.01%0.04%Q1 2018Q3 202318
OPTIMUM INVESTMENT ADVISORS 830.00%0.05%0.18%Q3 2013Q4 201918
SCS Capital Management LLC 1230.01%0.94%2.18%Q3 2013Q3 201918
UBS AG 660.00%0.07%0.20%Q2 2013Q3 201418
Evercore Wealth Management, LLC 1260.00%0.03%0.09%Q2 2013Q4 201718
CENTRAL TRUST Co 1070.00%0.00%0.01%Q2 2013Q3 201817
NEW VERNON INVESTMENT MANAGEMENT LLC 17173.39%6.58%14.38%Q3 2014Q3 201817
GM Advisory Group, LLC 1111.37%4.39%10.57%Q4 2013Q3 201817
Stelac Advisory Services LLC 17170.08%0.13%0.21%Q3 2017Q3 202117
NATIXIS 1210.00%0.01%0.05%Q2 2016Q3 202317
ROTHSCHILD INVESTMENT LLC /IL 17170.07%0.27%0.60%Q1 2014Q1 201817
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 720.02%0.22%0.33%Q3 2013Q2 201917
Spruce Investment Advisors LLC 17170.75%12.42%42.12%Q2 2013Q2 201717
BOURGEON CAPITAL MANAGEMENT LLC 17170.02%0.03%0.04%Q3 2019Q3 202317
BB&T SECURITIES, LLC 1120.00%0.10%0.25%Q2 2013Q3 201817
MCF Advisors LLC 1610.00%0.00%0.00%Q4 2013Q3 202317
Heritage Wealth Advisors 17170.01%2.48%3.65%Q4 2014Q4 201817
Quadrant Capital Management, LLC 17171.55%2.31%3.27%Q1 2015Q1 201917
Concert Wealth Management Inc. 16160.11%0.19%0.35%Q2 2013Q1 201716
D.A. DAVIDSON & CO. 1510.00%0.00%0.01%Q2 2013Q2 201716
Cerity Partners LLC 1510.01%0.06%0.21%Q1 2017Q1 202116
Migdal Insurance & Financial Holdings Ltd. 1220.00%0.06%0.20%Q4 2016Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
UNITED SERVICES AUTOMOBILE ASSOCIATION 16160.02%0.12%0.22%Q4 2014Q3 201816
Stratos Wealth Partners, LTD. 610.01%0.07%0.19%Q4 2014Q4 202216
Patten Group, Inc. 1510.00%0.00%0.01%Q4 2014Q4 201816
Wealthcare Advisory Partners LLC 1110.00%0.01%0.03%Q3 2017Q3 202316
INVERNESS COUNSEL LLC /NY/ 1510.02%0.22%0.85%Q2 2013Q1 201816
Virtu KCG Holdings LLC 16160.01%0.04%0.12%Q3 2013Q2 201716
CUMBERLAND ADVISORS INC 16163.18%5.82%10.23%Q2 2013Q1 201716
1st Global Advisors, Inc. 1240.05%0.18%0.26%Q2 2013Q2 201716
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
CIBC WORLD MARKET INC. 710.00%0.01%0.02%Q2 2013Q2 202316
Meristem Family Wealth, LLC 16160.03%0.08%0.15%Q2 2018Q1 202216
Winslow, Evans & Crocker, Inc. 1050.00%0.02%0.19%Q4 2013Q2 201815
ArchPoint Investors 1140.02%0.18%0.38%Q4 2013Q3 201715
THRIVENT FINANCIAL FOR LUTHERANS 930.00%0.01%0.09%Q2 2013Q4 202215
RDA Financial Network 15150.09%0.16%0.31%Q1 2019Q3 202215
Ironsides Asset Advisors, LLC 15150.20%0.91%1.85%Q2 2015Q4 201815
Advisor Group, Inc. 15150.00%0.01%0.04%Q2 2016Q4 201915
SEI INVESTMENTS CO 15150.00%0.11%0.28%Q1 2015Q3 201815
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Anson Funds Management LP 15150.64%2.42%4.04%Q4 2014Q2 201815
COBALT CAPITAL MANAGEMENT, INC. 640.90%2.49%4.59%Q2 2013Q4 201715
WFG Advisors, LP 1410.00%0.01%0.05%Q3 2013Q2 201715
BBVA USA Bancshares, Inc. 1210.00%0.02%0.02%Q4 2015Q4 201915
RiverFront Investment Group, LLC 1310.84%3.23%6.05%Q1 2011Q2 202315
HIGH POINT BANK & TRUST CO 15150.00%0.83%1.64%Q2 2013Q4 201615
Clark Capital Management Group, Inc. 1210.02%0.34%1.35%Q3 2013Q3 201815
MSI Financial Services Inc 15150.00%0.07%0.17%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
SHEETS SMITH WEALTH MANAGEMENT 1230.05%0.10%0.16%Q4 2014Q4 201915
IEQ CAPITAL, LLC 1140.01%0.02%0.03%Q4 2019Q3 202315
Geneos Wealth Management Inc. 610.00%0.03%0.27%Q4 2016Q3 202314
MYCIO WEALTH PARTNERS, LLC 14140.00%0.74%2.41%Q2 2013Q3 201614
QVR LLC 410.02%0.44%2.45%Q2 2018Q1 202014
EDMOND DE ROTHSCHILD HOLDING S.A. 14140.00%0.01%0.06%Q2 2015Q3 201814
Baystate Wealth Management LLC 14140.00%0.01%0.01%Q4 2016Q1 202014
FIRST NATIONAL TRUST CO 630.01%0.11%0.34%Q2 2015Q3 202314
ALLIANCEBERNSTEIN L.P. 610.00%0.00%0.02%Q2 2013Q3 201814
AVIANCE CAPITAL MANAGEMENT, LLC 860.01%0.13%0.42%Q2 2013Q4 201614
MENLO ADVISORS LLC 862.53%4.16%5.62%Q1 2014Q4 201914
MOODY LYNN & LIEBERSON, LLC 920.04%0.90%2.65%Q2 2013Q4 201814
Intellectus Partners, LLC 860.11%0.88%1.55%Q4 2016Q2 202014
GenTrust, LLC 14141.11%1.33%1.67%Q4 2016Q1 202014
Financial Architects, Inc 710.00%0.04%0.10%Q2 2013Q4 201714
MML INVESTORS SERVICES, LLC 950.00%0.01%0.02%Q2 2017Q3 202314
Snowden Capital Advisors LLC 510.00%0.06%0.21%Q3 2017Q2 202314
Rosenberg Matthew Hamilton 14140.01%0.01%0.01%Q2 2020Q3 202314
Column Capital Advisors, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
STATE STREET CORP 860.00%0.01%0.03%Q4 2014Q3 201814
Wealthspire Advisors, L.P. 14140.00%0.02%0.04%Q4 2015Q1 201914
Global Retirement Partners, LLC 1010.00%0.02%0.04%Q4 2016Q3 202313
Almanack Investment Partners, LLC. 850.06%0.98%2.34%Q4 2016Q3 202313
Kestra Advisory Services, LLC 13130.01%0.03%0.07%Q3 2020Q3 202313
Independent Portfolio Consultants, Inc. 13130.12%0.44%0.90%Q1 2014Q1 201713
Hexagon Capital Partners LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
Permian Investment Partners, LP 852.76%4.15%5.94%Q3 2016Q2 202013
CenterStar Asset Management, LLC 430.00%0.05%0.16%Q1 2018Q2 202013
Robertson Stephens Wealth Management, LLC 13130.03%0.05%0.12%Q3 2020Q3 202313
Dorsey & Whitney Trust CO LLC 910.04%0.11%0.16%Q2 2013Q2 201913
BRINKER CAPITAL INC 13130.68%4.87%9.27%Q2 2013Q2 201613
Pinnacle Advisory Group, Inc. 820.02%1.22%4.33%Q2 2013Q4 201613
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 760.00%0.01%0.04%Q3 2017Q2 202213
PEAK6 Group LLC 510.00%0.08%0.61%Q2 2013Q2 201613
Elmwood Wealth Management, Inc. 710.00%0.00%0.00%Q1 2018Q4 202113
First Horizon Advisors, Inc. 810.00%0.00%0.02%Q3 2014Q3 202313
SIMON QUICK ADVISORS, LLC 13130.01%0.01%0.02%Q1 2017Q1 202013
SevenBridge Financial Group, LLC 13130.01%0.04%0.08%Q2 2016Q2 201913
TIEDEMANN TRUST CO 13130.09%6.28%10.67%Q2 2013Q2 201613
Veritable, L.P. 1210.01%0.02%0.04%Q1 2013Q4 201613
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
Edgemoor Investment Advisors, Inc. 13130.29%0.59%0.91%Q2 2013Q2 201613
Nan Shan Life Insurance Co., Ltd. 1020.09%0.16%0.22%Q1 2017Q4 202012
EMERSON INVESTMENT MANAGEMENT, LLC 12122.01%3.24%4.49%Q2 2013Q1 201612
Capital Investment Advisory Services, LLC 620.00%0.61%1.91%Q4 2016Q2 202012
Bienville Capital Management, LLC 840.12%4.01%11.16%Q4 2014Q3 201812
THOMPSON DAVIS & CO., INC. 12120.03%0.04%0.06%Q4 2014Q3 201712
Accuvest Global Advisors 12120.10%2.47%6.47%Q4 2013Q3 201612
Wunderlich Capital Managemnt 12120.36%0.52%0.61%Q3 2016Q2 201912
COMMERZBANK AKTIENGESELLSCHAFT /FI 610.00%0.00%0.01%Q2 2013Q1 201812
Vontobel Swiss Wealth Advisors AG 12123.64%5.82%9.08%Q4 2014Q3 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.02%Q2 2013Q1 201612
Marquette Asset Management, LLC 12120.35%0.47%0.84%Q2 2014Q1 201712
Fieldpoint Private Securities, LLC 820.00%0.36%1.01%Q3 2017Q2 202212
TD ASSET MANAGEMENT INC 750.00%0.11%0.28%Q1 2015Q2 201812
GUGGENHEIM CAPITAL LLC 12120.03%0.04%0.06%Q2 2013Q1 201612
DB Wealth Management Group, LLC 12120.07%0.08%0.10%Q4 2020Q3 202312
NATIONAL PLANNING CORP 1110.02%0.07%0.18%Q2 2013Q4 201612
Jaffetilchin Investment Partners, LLC 12120.49%1.15%1.58%Q1 2014Q4 201612
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 710.19%0.91%2.72%Q3 2014Q3 201812
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1110.00%0.00%0.01%Q1 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.13%0.27%Q4 2018Q3 202112
WASHINGTON TRUST BANK 750.00%0.01%0.02%Q4 2014Q4 201712
VSR Financial Services, Inc. 12120.03%0.16%0.67%Q2 2013Q1 201612
Laffer Tengler Investments, Inc. 12120.82%1.09%1.70%Q2 2013Q1 201612
Balentine LLC 12120.00%3.93%17.19%Q1 2015Q4 201712
Montecito Bank & Trust 510.08%0.57%1.77%Q4 2013Q4 202011
HARVEST CAPITAL MANAGEMENT INC 11113.61%4.65%5.51%Q2 2013Q4 201511
UBS ASSET MANAGEMENT AMERICAS INC 11110.00%0.00%0.00%Q1 2017Q3 201911
Spire Wealth Management 11110.01%0.01%0.01%Q1 2021Q3 202311
Fiera Capital Corp 710.00%0.03%0.06%Q2 2013Q2 201811
Liberty Mutual Group Asset Management Inc. 651.59%2.94%4.06%Q3 2014Q2 201811
MCMILLION CAPITAL MANAGEMENT INC 11111.32%1.88%2.09%Q4 2013Q2 201611
E&G Advisors, LP 920.10%1.71%2.63%Q4 2013Q3 202311
Focused Wealth Management, Inc 650.00%0.10%0.24%Q3 2013Q3 201611
IFC Holdings Incorporated/FL 810.03%0.06%0.13%Q2 2013Q2 201611
GLENMEDE TRUST CO NA 810.02%0.02%0.03%Q2 2013Q3 202311
WOODMONT INVESTMENT COUNSEL LLC 11110.00%0.32%0.87%Q2 2015Q4 201711
MARSHALL WACE, LLP 310.00%0.00%0.02%Q2 2018Q3 202311
Gradient Investments LLC 810.00%0.00%0.00%Q4 2013Q2 202311
YorkBridge Wealth Partners, LLC 11110.04%0.06%0.11%Q4 2016Q2 201911
WILLIAMS JONES & ASSOCIATES LLC 11110.02%0.04%0.05%Q2 2013Q4 201511
Addison Advisors LLC 1010.19%0.28%0.41%Q4 2020Q3 202311
Bogart Wealth, LLC 650.00%0.00%0.01%Q3 2017Q3 202311
PRELUDE CAPITAL MANAGEMENT, LLC 640.00%0.04%0.16%Q1 2013Q1 201811
ASPIRIANT HOLDINGS S3, LLC 11110.90%1.26%1.84%Q2 2013Q4 201511
BAHL & GAYNOR INC 11110.02%0.02%0.02%Q2 2013Q4 201511
Atria Investments, Inc 710.08%0.16%0.30%Q2 2013Q4 201711
Hilltop Holdings Inc. 1010.52%0.71%1.77%Q1 2015Q4 201711
Investure, LLC 111111.36%20.90%24.31%Q2 2014Q4 201611
Krilogy Financial LLC 11110.00%0.00%0.01%Q3 2015Q1 201811
REGIONS FINANCIAL CORP 410.00%0.00%0.01%Q2 2013Q1 201911
Caprock Group, LLC 11110.00%0.19%0.23%Q1 2016Q3 201811
AVALON CAPITAL MANAGEMENT 510.58%2.09%4.96%Q2 2013Q3 202111
John W. Brooker & Co., CPAs 11110.00%0.00%0.00%Q1 2020Q3 202211
ADVANTAGE INVESTMENT MANAGEMENT, LLC 710.00%0.03%0.19%Q4 2014Q4 201811
Truvestments Capital LLC 420.01%0.05%0.17%Q2 2018Q3 202111
3EDGE Asset Management, LP 510.02%2.10%8.39%Q4 2016Q2 202311
LINCOLN NATIONAL CORP 740.01%0.02%0.02%Q1 2017Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 11110.00%0.01%0.12%Q2 2018Q4 202011
ProVise Management Group, LLC 920.02%0.03%0.05%Q4 2017Q3 202311
MUFG Americas Holdings Corp 430.00%0.00%0.00%Q4 2012Q3 201611
TRUST CO OF VERMONT 710.00%0.01%0.02%Q2 2013Q3 202311
MinichMacGregor Wealth Management, LLC 11110.01%0.01%0.01%Q4 2015Q2 201811
Financial Sense Advisors, Inc. 410.08%0.24%0.45%Q2 2013Q4 202110
Savior LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
Karpus Management, Inc. 10100.11%0.27%0.41%Q2 2013Q3 201510
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 710.04%6.13%11.95%Q4 2014Q4 201710
Constellation Wealth Advisors, LLC 10104.63%7.96%11.52%Q2 2013Q3 201510
InterOcean Capital, LLC 10100.07%0.10%0.12%Q4 2013Q1 201610
Progeny 3, Inc. 810.67%18.86%29.85%Q1 2014Q3 201810
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.00%0.00%Q4 2017Q1 202010
Relative Value Partners Group, LLC 910.02%0.03%0.04%Q4 2017Q3 202110
JTC Employer Solutions Trustee Ltd 10100.01%0.02%0.02%Q2 2021Q3 202310
Proficio Capital Partners LLC 730.01%0.31%1.36%Q4 2015Q2 201810
TRUIST FINANCIAL CORP 420.00%0.00%0.01%Q4 2019Q3 202310
Archford Capital Strategies, LLC 910.00%0.00%0.00%Q1 2014Q1 201710
Twin Lakes Capital Management, LLC 550.04%0.05%0.08%Q1 2021Q3 202310
HighTower Trust Company, N.A. 10100.08%0.13%0.23%Q2 2013Q3 201510
HALL LAURIE J TRUSTEE 910.00%0.03%0.06%Q4 2017Q4 202010
Hatteras Investment Partners, LP 10109.23%13.82%22.35%Q3 2014Q4 201610
Thomas J. Herzfeld Advisors, Inc. 10100.00%0.00%0.00%Q2 2014Q3 201610
Dunvegan Associates, Inc. 820.02%0.08%0.18%Q2 2013Q4 201510
Glenview Trust Co 10100.02%0.02%0.02%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 710.00%0.00%0.01%Q2 2015Q1 202310
McIlrath & Eck, LLC 10100.02%0.02%0.03%Q4 2017Q1 202010
Baker Ellis Asset Management LLC 10100.39%0.43%0.49%Q2 2013Q3 201510
WealthTrust-Arizona, LLC 550.18%1.63%3.62%Q2 2013Q1 201610
NEW YORK STATE COMMON RETIREMENT FUND 10100.00%0.04%0.07%Q3 2013Q4 201510
COLONY GROUP LLC 10100.01%0.01%0.02%Q3 2013Q4 201510
Bray Capital Advisors 10100.24%0.38%0.66%Q1 2015Q2 201710
Windhaven Investment Management, Inc. 550.75%3.80%6.98%Q2 2013Q1 201610
1834 INVESTMENT ADVISORS CO 10100.07%0.09%0.11%Q2 2013Q3 201510
Winfield Associates, Inc. 10100.00%1.45%2.07%Q4 2013Q1 201610
SouthState Corp 10100.23%0.61%1.20%Q3 2013Q4 201510
Arete Wealth Advisors, LLC 10100.09%0.39%0.78%Q1 2017Q2 201910
Certified Advisory Corp 10100.00%0.00%0.00%Q4 2017Q1 202010
ASSETMARK, INC 610.00%0.22%0.66%Q2 2014Q1 201710
BlueCrest Capital Management Ltd 510.01%0.14%0.24%Q4 2014Q3 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
AGILIS PARTNERS LLC 10102.95%5.94%9.75%Q4 2014Q1 201710
Quantitative Investment Management, LLC 410.01%0.25%0.85%Q2 2017Q3 202010
Lenox Wealth Advisors, LLC 420.00%0.01%0.03%Q3 2013Q1 202210
XPONANCE, INC. 630.25%8.97%19.26%Q4 2013Q1 20169
Cetera Advisors LLC 610.00%0.11%0.26%Q2 2013Q3 20239
Horizon Investments, LLC 210.14%2.34%4.54%Q3 2014Q3 20239
Integrated Wealth Concepts LLC 990.09%0.27%0.43%Q4 2017Q4 20199
Bridgewater Wealth & Financial Management, LLC 990.25%4.16%5.52%Q4 2014Q4 20169
BlackRock Institutional Trust Company, N.A. 310.00%0.00%0.01%Q2 2013Q4 20169
Grove Bank & Trust 990.01%0.82%2.42%Q4 2015Q4 20179
TRUST DEPARTMENT MB FINANCIAL BANK N A 990.00%0.03%0.04%Q4 2013Q4 20159
FIDUCIARY TRUST CO 990.05%0.06%0.06%Q2 2013Q2 20159
MANAGED ACCOUNT ADVISORS LLC 990.04%0.10%0.27%Q2 2013Q2 20159
PRIVATE TRUST CO NA 720.01%0.04%0.12%Q1 2013Q3 20239
Renaissance Technologies 210.00%0.00%0.01%Q1 2019Q3 20239
CIBC Private Wealth Group, LLC 630.00%0.00%0.01%Q3 2014Q2 20189
BigSur Wealth Management LLC 810.14%0.21%0.27%Q4 2016Q1 20199
Jane Street Holding, LLC 330.07%0.81%1.65%Q2 2013Q4 20139
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 990.42%2.40%4.11%Q3 2013Q3 20159
JS Capital Management LLC 510.14%4.78%13.31%Q4 2013Q4 20159
Alphadyne Asset Management LP 510.10%12.38%55.94%Q1 2017Q3 20189
Eton Park Capital Management, L.P. 661.23%4.43%15.25%Q3 2014Q4 20159
Avior Wealth Management, LLC 540.00%0.00%0.01%Q4 2015Q3 20239
UNITED BANK 990.82%2.35%4.80%Q1 2015Q1 20179
STEEL GROVE CAPITAL ADVISORS, LLC 630.23%1.84%3.25%Q1 2014Q2 20169
Blue Edge Capital, LLC 991.63%2.59%3.18%Q4 2013Q4 20159
Castleview Partners, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
Bedel Financial Consulting, Inc. 990.02%0.02%0.03%Q1 2018Q1 20209
Sageworth Trust Co 540.28%0.96%2.04%Q1 2014Q3 20169
55I, LLC 990.01%0.02%0.04%Q3 2020Q3 20229
Verger Capital Management LLC 810.24%6.54%13.81%Q4 2014Q3 20179
CLEAR STREET MARKETS LLC 110.01%0.12%0.34%Q4 2013Q4 20219
Clal Insurance Enterprises Holdings Ltd 710.05%2.28%5.98%Q4 2014Q4 20179
Wellington Shields Capital Management, LLC 990.06%0.07%0.08%Q1 2017Q1 20199
B. Riley Wealth Advisors, Inc. 510.01%0.05%0.11%Q2 2013Q3 20239
Pinnacle Summer Investments, Inc. 990.00%0.00%0.00%Q3 2013Q3 20159
Qube Research & Technologies Ltd 710.00%0.01%0.04%Q3 2021Q3 20238
LOOMIS SAYLES & CO L P 610.00%0.08%0.28%Q2 2013Q2 20168
Financial Management Professionals, Inc. 310.00%0.70%1.58%Q2 2015Q3 20238
1832 Asset Management L.P. 510.00%0.05%0.26%Q2 2013Q1 20188
Crescent Grove Advisors, LLC 880.04%0.21%0.28%Q2 2017Q1 20198
Bluefin Trading, LLC 310.02%0.06%0.15%Q2 2013Q4 20188
Paragon Capital Management Ltd 880.90%1.03%1.26%Q3 2013Q2 20158
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
VALICENTI ADVISORY SERVICES INC 880.25%0.85%1.39%Q1 2018Q4 20198
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.00%0.00%Q1 2020Q4 20218
Chemistry Wealth Management LLC 880.21%0.43%1.71%Q4 2021Q3 20238
Simplicity Solutions, LLC 410.02%0.30%0.58%Q1 2015Q3 20238
Live Your Vision, LLC 510.00%0.01%0.04%Q3 2016Q1 20198
IHT Wealth Management, LLC 880.01%0.08%0.14%Q4 2016Q3 20188
BAIRD ROBERT W & CO INC /WI/ 880.02%0.04%0.09%Q2 2013Q1 20158
Lombard Odier Transatlantic Ltd 880.06%0.10%0.16%Q4 2014Q3 20168
Abbrea Capital, LLC 880.09%0.28%0.39%Q1 2017Q4 20188
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 880.02%2.64%4.75%Q2 2015Q1 20178
Lido Advisors, LLC 710.00%0.01%0.08%Q4 2016Q2 20228
Next Level Private LLC 880.25%1.13%1.96%Q4 2021Q3 20238
White Lighthouse Investment Management Inc. 440.12%0.13%0.16%Q4 2017Q4 20198
CITY NATIONAL BANK 710.00%0.02%0.14%Q2 2013Q2 20158
NCM Capital Management, LLC 880.19%0.22%0.27%Q4 2021Q3 20238
Argentus Capital Management, LLC 880.01%0.08%0.20%Q4 2014Q3 20168
Water Oak Advisors LLC 441.18%4.21%7.47%Q3 2014Q3 20168
TURNER INVESTMENTS LLC 880.07%0.16%0.31%Q4 2013Q3 20158
Ranch Capital Advisors Inc. 880.00%0.02%0.10%Q4 2019Q3 20218
FDx Advisors, Inc. 310.01%0.76%2.32%Q2 2013Q1 20178
MANCHESTER FINANCIAL INC 620.03%1.26%1.95%Q4 2020Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
LAKE STREET ADVISORS GROUP, LLC 880.26%0.29%0.33%Q4 2021Q3 20238
ALETHEA CAPITAL MANAGEMENT, LLC 510.02%0.63%2.05%Q4 2014Q4 20168
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 880.96%2.96%4.03%Q4 2015Q3 20178
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 880.84%1.07%1.29%Q3 2021Q2 20238
Guild Investment Management, Inc. 310.54%9.24%20.22%Q4 2012Q3 20188
Lumbard & Kellner, LLC 440.08%0.11%0.19%Q3 2021Q3 20238
GREAT WEST LIFE ASSURANCE CO /CAN/ 880.00%0.01%0.04%Q3 2013Q2 20158
TORONTO DOMINION BANK 410.00%0.00%0.00%Q1 2013Q3 20238
Salient Capital Advisors, LLC 880.01%0.03%0.04%Q4 2013Q3 20158
MIDDLETON & CO INC/MA 620.05%0.56%1.26%Q2 2013Q2 20158
Vivaldi Capital Management LP 710.04%0.06%0.14%Q4 2018Q3 20228
COWEN AND COMPANY, LLC 440.00%0.00%0.01%Q1 2021Q4 20218
MMBG INVESTMENT ADVISORS CO. 880.33%0.45%0.58%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
SMITH, MOORE & CO. 880.16%0.18%0.20%Q4 2013Q3 20158
JFS WEALTH ADVISORS, LLC 880.01%0.01%0.03%Q2 2014Q1 20168
Jabre Capital Partners S.A. 530.36%0.92%1.70%Q2 2013Q3 20158
DHK Financial Advisors, Inc. 880.53%0.76%1.02%Q4 2021Q3 20238
BLACKROCK ADVISORS LLC 310.00%0.03%0.08%Q4 2013Q4 20167
Cresset Asset Management, LLC 320.00%0.00%0.01%Q4 2018Q3 20237
Anfield Capital Management, LLC 510.02%0.77%2.24%Q4 2019Q3 20237
U.S. Capital Wealth Advisors, LLC 770.03%0.05%0.06%Q3 2021Q1 20237
SpiderRock Advisors, LLC 330.00%0.03%0.10%Q1 2017Q3 20177
WealthTrust Fairport, LLC 770.00%0.01%0.01%Q2 2013Q4 20147
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 432.32%10.03%27.34%Q2 2015Q2 20177
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.05%0.24%Q2 2013Q4 20147
Placemark Investments, Inc. 770.08%0.12%0.17%Q2 2013Q4 20147
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.05%0.14%0.22%Q3 2015Q4 20177
Manifold Partners, LLC 610.08%1.16%3.29%Q4 2013Q4 20157
VIRIDIAN RIA, LLC 610.13%0.15%0.17%Q3 2018Q2 20207
Edge Advisors, LLC 770.09%0.15%0.21%Q4 2016Q2 20187
Loeb Offshore Management LP 770.01%0.03%0.05%Q2 2013Q4 20147
MURPHY CAPITAL MANAGEMENT INC 610.04%0.13%0.56%Q2 2013Q2 20157
Merriman Wealth Management, LLC 310.05%0.42%1.08%Q2 2013Q3 20237
Jackson Financial Management 772.65%3.33%3.73%Q4 2017Q2 20197
AVANTAX ADVISORY SERVICES, INC. 520.01%0.01%0.03%Q3 2019Q3 20237
Clear Perspective Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
MATHER GROUP, LLC. 773.09%3.28%3.57%Q3 2014Q1 20167
Bank Pictet & Cie (Europe) AG 310.06%0.36%0.78%Q1 2015Q3 20187
Windsor Creek Advisors, LLC 610.16%1.80%2.44%Q1 2020Q4 20217
Geller Advisors LLC 770.11%0.12%0.14%Q4 2016Q2 20187
PhaseCapital LP 770.01%3.35%7.02%Q1 2017Q3 20187
SeaCrest Wealth Management, LLC 610.01%0.03%0.04%Q4 2017Q2 20227
Marketfield Asset Management LLC 773.68%4.25%4.98%Q2 2020Q4 20217
SOLARIS ASSET MANAGEMENT LLC 610.02%0.45%1.08%Q4 2015Q1 20187
BECK CAPITAL MANAGEMENT, LLC 410.19%0.98%2.42%Q4 2013Q4 20177
Weiss Multi-Strategy Advisers LLC 610.03%0.14%0.45%Q3 2013Q1 20187
ING GROEP NV 610.01%0.02%0.03%Q1 2015Q1 20177
Fullerton Fund Management Co Ltd. 310.71%3.16%4.94%Q4 2014Q1 20197
Gramercy Funds Management LLC 770.18%2.23%10.57%Q2 2013Q4 20147
Mathes Company, Inc. 770.14%0.15%0.16%Q4 2013Q2 20157
PROVIDA PENSION FUND ADMINISTRATOR 770.02%1.59%5.21%Q4 2013Q2 20157
Joel Isaacson & Co., LLC 770.02%0.02%0.03%Q1 2015Q3 20167
HRT FINANCIAL LP 310.01%0.29%1.32%Q2 2016Q4 20227
Frontier Wealth Management LLC 770.04%0.07%0.15%Q4 2016Q2 20187
Klingman & Associates, LLC 770.02%0.03%0.04%Q4 2014Q2 20167
Freestone Capital Holdings, LLC 210.00%0.43%1.27%Q2 2013Q4 20207
Hillview Capital Advisors, LLC 770.68%2.69%6.11%Q4 2014Q2 20167
NWAM LLC 770.04%0.06%0.10%Q3 2020Q1 20227
Annapolis Financial Services, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Delek Group, Ltd. 770.08%0.12%0.18%Q4 2017Q2 20197
Kingfisher Capital LLC 520.52%0.59%0.72%Q1 2014Q4 20157
FIRST INTERSTATE BANK 770.00%0.00%0.00%Q3 2015Q1 20177
Financial Enhancement Group LLC 770.00%0.00%0.00%Q1 2018Q3 20197
SHINE INVESTMENT ADVISORY SERVICES INC 770.01%0.01%0.02%Q2 2017Q4 20187
WELLINGTON MANAGEMENT GROUP LLP 610.00%0.00%0.01%Q4 2013Q1 20187
Crossmark Global Holdings, Inc. 610.02%0.03%0.03%Q3 2016Q4 20187
Premia Global Advisors, LLC 770.40%0.67%1.02%Q4 2017Q2 20197
Wealthstreet Investment Advisors, LLC 660.03%0.04%0.04%Q4 2017Q1 20196
Keel Point, LLC 210.04%0.93%1.93%Q3 2015Q3 20216
Evolution Wealth Advisors, LLC 310.00%0.05%0.09%Q4 2018Q3 20216
KB FINANCIAL PARTNERS, LLC 660.62%0.73%0.82%Q4 2021Q1 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.00%0.05%0.13%Q2 2013Q2 20186
RWA WEALTH PARTNERS, LLC 510.00%0.44%0.80%Q4 2016Q2 20186
Friedenthal Financial 223.56%4.42%5.99%Q1 2015Q3 20226
AE Wealth Management LLC 510.00%0.01%0.02%Q4 2019Q3 20236
MARCUARD FAMILY OFFICE LTD 660.73%1.02%1.14%Q2 2013Q3 20146
Glovista Investments LLC 660.06%0.36%1.61%Q2 2013Q3 20146
NewFocus Financial Group, LLC 661.38%2.41%3.06%Q1 2015Q2 20166
SENTINEL TRUST CO LBA 660.08%0.09%0.11%Q2 2013Q3 20146
Belpointe Asset Management LLC 310.00%0.18%0.48%Q3 2017Q1 20236
Regent Investment Management LLC 210.22%0.42%0.81%Q2 2015Q4 20196
SECURITY NATIONAL TRUST CO 660.38%0.41%0.44%Q2 2013Q3 20146
MEEDER ASSET MANAGEMENT INC 420.00%0.01%0.02%Q4 2016Q2 20196
Passport Capital, LLC 310.01%0.05%0.08%Q3 2013Q2 20166
TIAA CREF INVESTMENT MANAGEMENT LLC 310.01%0.01%0.02%Q2 2013Q4 20166
Nelson Capital Management, LLC 660.00%0.00%0.00%Q1 2017Q2 20186
Parisi Gray Wealth Management 660.01%0.01%0.01%Q4 2017Q1 20196
SkyView Investment Advisors, LLC 660.49%0.61%0.74%Q4 2021Q1 20236
WEALTHFRONT Corp 660.00%0.00%0.00%Q2 2014Q3 20156
EnTrustPermal Management LLC 332.98%4.12%5.84%Q4 2014Q3 20176
Capital Advisors, Ltd. LLC 660.02%0.03%0.04%Q2 2015Q3 20166
Ausdal Financial Partners, Inc. 410.06%0.12%0.24%Q4 2015Q3 20186
Artha Capital Management, Inc. 552.13%6.22%14.83%Q2 2013Q2 20146
Sierra Capital LLC 660.26%0.33%0.39%Q1 2021Q2 20226
MASTERS CAPITAL MANAGEMENT LLC 310.86%1.65%2.58%Q2 2013Q3 20166
TELEMUS CAPITAL, LLC 510.02%1.95%2.84%Q3 2013Q1 20176
Lloyd Advisory Services, LLC. 660.00%0.00%0.00%Q4 2019Q1 20216
Circle Wealth Management, LLC 510.07%0.12%0.22%Q3 2017Q1 20206
State of New Jersey Common Pension Fund D 660.15%0.50%0.91%Q4 2014Q1 20166
B. Riley Wealth Management, Inc. 660.02%0.05%0.08%Q1 2014Q2 20156
Avidian Wealth Solutions, LLC 660.30%0.40%0.60%Q3 2021Q4 20226
Timber Hill LLC 220.00%0.00%0.01%Q3 2013Q2 20166
PT ASSET MANAGEMENT, LLC 220.05%0.08%0.12%Q3 2015Q4 20156
NewEdge Advisors, LLC 660.00%0.01%0.03%Q2 2022Q3 20236
Atlas Private Wealth Management, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
COMERICA BANK 110.00%0.01%0.03%Q3 2013Q3 20236
Greenwich Wealth Management LLC 210.05%0.09%0.21%Q4 2014Q3 20236
CLEARARC CAPITAL INC 420.54%1.58%2.43%Q2 2013Q2 20156
LAKE STREET PRIVATE WEALTH, LLC 660.83%0.90%0.99%Q2 2022Q3 20236
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.01%0.02%Q1 2019Q2 20206
FOUNDERS FINANCIAL SECURITIES LLC 210.21%1.73%3.10%Q3 2014Q3 20236
PATTEN & PATTEN INC/TN 660.12%0.24%0.44%Q1 2014Q2 20156
F&V Capital Management, LLC 660.14%0.35%0.56%Q1 2014Q2 20156
WESBANCO BANK INC 410.01%0.01%0.01%Q2 2013Q3 20145
ACCOUNT MANAGEMENT LLC 551.91%2.81%4.35%Q4 2016Q4 20175
Capital Planning Advisors, LLC 550.16%0.57%0.96%Q2 2015Q2 20165
Pine River Capital Management L.P. 110.01%0.47%1.70%Q4 2013Q4 20165
Parasol Investment Management, LLC 550.03%0.04%0.04%Q4 2013Q4 20145
MORGENS WATERFALL VINTIADIS & CO INC 550.73%1.41%2.81%Q4 2016Q4 20175
Cowen Prime Services LLC 550.01%0.01%0.01%Q1 2014Q1 20155
PagnatoKarp Partners LLC 550.08%0.15%0.21%Q3 2017Q3 20185
VICUS CAPITAL 551.59%2.00%2.47%Q4 2014Q4 20155
CHOREO, LLC 550.05%0.09%0.13%Q4 2015Q4 20165
SIMMONS FIRST TRUST CO NA 550.11%0.17%0.28%Q1 2014Q1 20155
Ledyard National Bank 320.00%0.61%1.89%Q3 2013Q1 20165
First Allied Asset Management, Inc. 320.50%1.13%1.49%Q3 2013Q1 20155
LBA Wealth Management, LLC 550.01%1.18%1.81%Q2 2015Q2 20165
Stadion Money Management, LLC 210.02%0.07%0.18%Q4 2013Q2 20155
HIGHLAND CAPITAL MANAGEMENT LP 410.11%0.15%0.20%Q2 2013Q3 20145
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.00%0.03%0.08%Q1 2018Q1 20215
NewSquare Capital LLC 410.00%0.02%0.04%Q1 2015Q3 20185
Select Asset Management & Trust 411.41%2.20%3.31%Q4 2013Q2 20155
JANUS HENDERSON GROUP PLC 550.00%0.00%0.00%Q2 2021Q2 20225
Stonebridge Capital Advisors LLC 550.00%0.00%0.00%Q2 2019Q2 20205
Icon Wealth Partners, LLC 410.01%0.18%0.42%Q4 2017Q1 20195
Camarda Financial Advisors, LLC 210.00%0.03%0.07%Q1 2014Q2 20195
Mutual Advisors, LLC 550.05%0.08%0.12%Q1 2018Q1 20195
UNIVERSITY OF NOTRE DAME DU LAC 5536.80%70.67%90.34%Q4 2014Q4 20155
Teamwork Financial Advisors, LLC 550.08%0.13%0.17%Q3 2022Q3 20235
Charles Schwab Investment Advisory, Inc. 310.68%1.61%2.98%Q2 2013Q2 20175
Foundations Investment Advisors, LLC 320.01%0.19%0.29%Q2 2019Q3 20235
Beirne Wealth Consulting Services, LLC 550.73%1.28%3.05%Q4 2018Q4 20195
Bison Wealth, LLC 550.18%0.36%0.63%Q4 2014Q4 20155
Forty4 Asset Management LLC 220.00%0.11%0.22%Q3 2013Q4 20135
LAZARD ASSET MANAGEMENT LLC 320.00%0.05%0.14%Q2 2013Q3 20145
Phoenix Holdings Ltd. 210.00%0.05%0.08%Q3 2019Q3 20235
Benchmark Capital Advisors 551.31%1.53%1.70%Q2 2017Q2 20185
CSS LLC/IL 550.06%0.09%0.12%Q3 2022Q3 20235
CULLEN/FROST BANKERS, INC. 320.00%0.01%0.01%Q3 2017Q3 20195
CSM Advisors, LLC 550.12%0.13%0.15%Q3 2022Q3 20235
Detwiler Fenton Investment Management LLC 210.20%0.36%0.63%Q1 2013Q1 20155
FIRST NEW YORK SECURITIES LLC /NY 330.23%1.02%2.26%Q2 2013Q4 20135
HHG & Company, LLC 550.08%0.16%0.20%Q4 2014Q4 20155
1ST SOURCE BANK 410.04%0.06%0.07%Q1 2014Q2 20155
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.02%0.03%Q3 2020Q3 20235
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 552.52%7.75%15.09%Q2 2013Q2 20145
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 550.04%0.12%0.17%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.20%0.46%0.62%Q4 2016Q4 20175
KENFARB & CO. 550.00%0.00%0.00%Q3 2022Q3 20235
Venturi Wealth Management, LLC 310.09%0.20%0.39%Q4 2015Q3 20185
WESCAP Management Group, Inc. 550.58%0.69%0.83%Q3 2022Q3 20235
STUYVESANT CAPITAL MANAGEMENT 410.59%1.73%2.22%Q2 2013Q2 20175
Hutchin Hill Capital, LP 210.04%0.19%0.53%Q2 2013Q4 20145
Prospera Financial Services Inc 210.00%0.05%0.14%Q2 2013Q3 20235
Unison Asset Management LLC 550.22%0.23%0.24%Q3 2022Q3 20235
Banco BTG Pactual S.A. 330.08%0.16%0.44%Q4 2016Q2 20175
SILVER CAPITAL MANAGEMENT LLC 550.54%0.56%0.60%Q2 2013Q2 20145
PineBridge Investments, L.P. 551.61%3.73%4.63%Q2 2013Q2 20145
PARSONS CAPITAL MANAGEMENT INC/RI 320.04%0.12%0.17%Q2 2013Q3 20235
DAVIDSON & GARRARD INC 550.09%0.15%0.17%Q3 2013Q3 20145
Signature Financial Management, Inc. 210.84%6.59%10.55%Q2 2013Q2 20165
Polaris Wealth Advisory Group, LLC 320.93%1.54%2.32%Q2 2015Q1 20175
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q4 2019Q2 20225
Gruss & Co., LLC 320.96%3.53%6.65%Q4 2017Q1 20215
NOMURA ASSET MANAGEMENT CO LTD 210.00%0.01%0.01%Q1 2021Q3 20235
Gupta Wealth Management LLC 550.04%0.07%0.09%Q1 2015Q1 20165
BUCKINGHAM STRATEGIC WEALTH, LLC 410.03%0.10%0.12%Q2 2014Q2 20195
Sowell Financial Services LLC 550.00%0.00%0.00%Q1 2020Q1 20215
SII INVESTMENTS INC/WI 210.02%0.05%0.10%Q2 2013Q1 20165
CONFLUENCE INVESTMENT MANAGEMENT LLC 210.01%0.11%0.26%Q2 2013Q3 20225
Drexel Morgan & Co. 410.46%0.60%0.96%Q1 2015Q2 20165
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.00%0.11%0.23%Q3 2013Q3 20185
Waverly Advisors, LLC 320.01%0.02%0.04%Q3 2013Q4 20145
Vectors Research Management, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Providence Capital Advisors, LLC 410.00%0.02%0.04%Q4 2017Q2 20195
FIRST HAWAIIAN BANK 210.00%0.03%0.06%Q2 2013Q3 20234
City Financial Investment Co Ltd 214.64%10.44%13.79%Q4 2016Q4 20174
Apriem Advisors 210.00%0.02%0.03%Q1 2016Q2 20184
Sunbelt Securities, Inc. 310.00%0.00%0.01%Q4 2016Q3 20234
Hochman Cole Investment Advisors, Inc. 310.13%0.24%0.49%Q3 2016Q4 20174
M Holdings Securities, Inc. 220.04%0.39%0.77%Q4 2016Q2 20214
Chanos & Co LP 310.40%1.22%1.60%Q1 2015Q2 20164
Steinberg Global Asset Management 440.05%0.14%0.24%Q3 2015Q2 20164
Richard Bernstein Advisors LLC 440.06%0.62%0.90%Q1 2015Q4 20154
RAY GERALD L & ASSOCIATES LTD 310.03%0.05%0.06%Q4 2015Q3 20174
Algebris Investments (UK) LLP 442.27%8.66%15.54%Q2 2013Q1 20144
Park Place Capital Corp 440.00%0.00%0.01%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 440.00%0.05%0.13%Q4 2019Q3 20204
Investors Capital Advisory Services 310.20%0.25%0.30%Q2 2015Q2 20164
Lindbrook Capital, LLC 310.00%0.01%0.02%Q4 2018Q3 20224
WEST BANCORPORATION INC 440.01%0.01%0.01%Q4 2019Q3 20204
KANALY TRUST CO 310.01%0.07%0.11%Q2 2013Q3 20154
AT Bancorp 440.04%0.14%0.23%Q3 2016Q2 20174
Lowe Wealth Advisors, LLC 440.01%0.03%0.11%Q1 2022Q4 20224
Golden State Wealth Management, LLC 310.00%0.01%0.02%Q1 2019Q1 20204
Weatherstone Capital Management 220.06%0.19%0.32%Q3 2013Q2 20154
Sound Income Strategies, LLC 220.00%0.00%0.00%Q4 2017Q4 20224
WEST CHESTER CAPITAL ADVISORS, INC 441.24%1.48%2.06%Q2 2013Q1 20144
RFG Advisory, LLC 310.02%0.24%0.76%Q2 2015Q4 20224
Close Asset Management Ltd 440.00%0.00%0.00%Q1 2017Q4 20174
BERKSHIRE ASSET MANAGEMENT LLC/PA 440.07%0.09%0.10%Q2 2013Q1 20144
JANUS HENDERSON INVESTORS US LLC 440.00%0.00%0.00%Q2 2016Q1 20174
Bleakley Financial Group, LLC 440.16%0.18%0.23%Q4 2022Q3 20234
MOTCO 440.00%0.00%0.00%Q2 2013Q1 20144
EMERGING SOVEREIGN GROUP LLC 330.06%0.27%0.52%Q2 2013Q4 20134
Kore Private Wealth LLC 220.01%0.02%0.05%Q4 2018Q1 20204
Platte River Capital LLC 440.09%0.25%0.32%Q2 2013Q1 20144
Soros Fund Management 210.01%0.35%0.85%Q2 2013Q3 20164
Portfolio Strategies, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Braun-Bostich & Associates Inc. 440.69%1.79%2.46%Q1 2019Q4 20194
FCM INVESTMENTS/TX 440.96%1.03%1.13%Q3 2013Q2 20144
LVM CAPITAL MANAGEMENT LTD/MI 441.02%1.06%1.10%Q4 2017Q3 20184
Rice Partnership, LLC 444.12%4.30%4.56%Q4 2017Q3 20184
Sharper & Granite LLC 442.57%3.00%3.34%Q4 2022Q3 20234
FORBES J M & CO LLP 441.56%1.62%1.68%Q4 2013Q3 20144
JNBA Financial Advisors 310.02%2.26%8.93%Q3 2015Q3 20164
Biltmore Family Office, LLC 210.00%0.05%0.21%Q4 2017Q4 20224
STRINGER ASSET MANAGEMENT, LLC 443.59%4.89%8.08%Q3 2014Q2 20154
Neuberger Berman Group LLC 440.00%0.00%0.00%Q3 2013Q2 20144
TRAIN BABCOCK ADVISORS LLC 440.63%0.72%0.77%Q2 2013Q1 20144
Pinnacle Bancorp, Inc. 310.00%0.01%0.04%Q1 2017Q2 20224
JAMES INVESTMENT RESEARCH INC 210.00%0.01%0.01%Q2 2013Q1 20234
Gryphon Financial Partners LLC 310.00%0.03%0.06%Q4 2017Q2 20224
Concorde Asset Management, LLC 440.35%0.78%1.47%Q1 2015Q4 20154
Sequoia Financial Advisors, LLC 440.17%0.23%0.28%Q2 2015Q1 20164
Integrated Wealth Management 440.00%0.00%0.01%Q1 2015Q4 20154
Karp Capital Management Corp 440.00%0.22%0.63%Q4 2014Q3 20154
LMCG INVESTMENTS, LLC 440.01%0.20%0.29%Q4 2014Q3 20154
Archer Capital Management, L.P. 442.01%2.74%3.62%Q2 2013Q1 20144
TEACHERS ADVISORS, LLC 440.07%0.09%0.10%Q4 2016Q3 20174
ROOSEVELT INVESTMENT GROUP LLC 442.37%2.78%3.34%Q2 2013Q1 20144
LORD, ABBETT & CO. LLC 440.13%0.15%0.16%Q4 2015Q3 20164
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.08%0.09%0.10%Q3 2017Q2 20184
LGT CAPITAL PARTNERS LTD. 440.31%0.35%0.40%Q1 2016Q4 20164
HL FINANCIAL SERVICES LLC 440.01%0.02%0.02%Q2 2013Q1 20144
Tidal Investments LLC 440.01%0.02%0.02%Q3 2022Q2 20234
Spectrum Financial Alliance Ltd LLC 440.00%0.00%0.01%Q1 2018Q4 20184
Fore Research & Management, LP 210.15%2.44%4.35%Q2 2013Q1 20164
Risk Paradigm Group, LLC 440.02%0.16%0.36%Q1 2015Q4 20154
Wealth Quarterback LLC 220.01%0.06%0.15%Q4 2019Q3 20214
Regal Investment Advisors LLC 440.00%0.01%0.02%Q2 2013Q1 20144
WFA of San Diego, LLC 210.03%0.04%0.05%Q2 2022Q3 20234
Aureus Asset Management, LLC 310.09%0.22%0.32%Q1 2015Q3 20164
Argent Trust Co 310.11%0.16%0.20%Q4 2014Q1 20174
MGO ONE SEVEN LLC 210.01%0.03%0.05%Q4 2017Q3 20234
DOCK STREET ASSET MANAGEMENT INC 441.05%3.32%5.90%Q2 2013Q1 20144
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q1 2015Q3 20164
MONTAG A & ASSOCIATES INC 440.03%0.03%0.04%Q3 2014Q2 20154
RiverGlades Family Offices LLC 440.20%0.21%0.22%Q4 2017Q3 20184
Acorn Advisory Capital L.P. 444.87%9.75%13.70%Q4 2017Q3 20184
MOORE CAPITAL MANAGEMENT, LP 330.17%0.29%0.49%Q2 2013Q4 20134
New Vernon Capital Holdings II LLC 210.88%12.57%29.40%Q4 2013Q1 20174
Private Capital Group, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
SPINNAKER TRUST 441.00%1.35%1.56%Q3 2014Q2 20154
WEXFORD CAPITAL LP 220.24%0.37%0.52%Q3 2013Q1 20154
Tahithromos, L.L.C. 220.82%2.15%3.00%Q2 2013Q1 20154
Disciplined Investments, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Pergamon Offshore Advisors, L.P. 443.47%4.01%4.55%Q4 2014Q3 20154
Braver Wealth Management, LLC 310.07%0.71%0.99%Q4 2013Q4 20164
Destination Wealth Management 210.00%0.01%0.03%Q2 2016Q2 20183
PREMIER ASSET MANAGEMENT LLC 330.08%0.20%0.27%Q3 2013Q1 20143
Maven Securities LTD 210.01%0.04%0.09%Q2 2021Q2 20223
Sage Advisory Services, Ltd.Co. 336.82%7.70%9.20%Q2 2013Q4 20133
Segment Wealth Management, LLC 330.86%0.89%0.92%Q2 2013Q4 20133
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Castle Hook Partners LP 111.64%3.40%6.71%Q3 2017Q3 20183
Sculptor Capital LP 210.04%0.18%0.43%Q3 2013Q4 20163
Turim 21 Investimentos Ltda. 330.03%4.02%9.22%Q3 2017Q1 20183
J.Safra Asset Management Corp 332.22%3.68%5.09%Q2 2016Q4 20163
USCA RIA LLC 330.08%0.08%0.08%Q3 2016Q1 20173
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Ballentine Partners, LLC 210.00%0.00%0.01%Q1 2016Q2 20173
V Wealth Advisors LLC 210.02%0.16%0.30%Q3 2016Q2 20173
BDO Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
DUNCKER STREETT & CO INC 210.01%0.01%0.02%Q4 2013Q1 20163
STERNE AGEE GROUP, INC. 330.09%0.22%0.31%Q3 2014Q1 20153
Beaumont Financial Partners, LLC 330.46%0.53%0.57%Q1 2015Q3 20153
FNY Managed Accounts LLC 110.27%0.53%1.04%Q3 2013Q4 20143
WESPAC Advisors, LLC 210.28%0.74%1.10%Q4 2015Q4 20223
First City Capital Management, Inc. 330.01%0.01%0.01%Q1 2014Q3 20143
WMS Partners, LLC 210.05%0.05%0.06%Q2 2021Q1 20223
EverSource Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Westside Investment Management, Inc. 330.01%0.01%0.01%Q4 2016Q2 20173
KEYBANK NATIONAL ASSOCIATION/OH 210.00%0.01%0.02%Q4 2012Q4 20163
Onex Canada Asset Management Inc. 330.22%0.38%0.49%Q2 2013Q4 20133
KELLOGG W K FOUNDATION TRUST 330.22%0.24%0.24%Q3 2013Q1 20143
Gerstein Fisher 330.05%0.06%0.09%Q2 2013Q4 20133
CENTAURUS FINANCIAL, INC. 110.00%0.12%0.21%Q4 2017Q3 20233
First Heartland Consultants, Inc. 330.08%0.08%0.08%Q1 2017Q3 20173
ATLANTIC INVESTMENT Co 330.69%0.80%0.98%Q2 2013Q4 20133
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2020Q1 20233
PARA ADVISORS LLC 211.72%2.43%3.28%Q2 2013Q4 20153
PATHSTONE FAMILY OFFICE, LLC 210.01%0.06%0.16%Q2 2013Q2 20203
Evanson Asset Management, LLC 330.08%0.19%0.25%Q1 2015Q3 20153
BALYASNY ASSET MANAGEMENT L.P. 110.04%0.07%0.09%Q2 2013Q1 20183
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Telemetry Investments, L.L.C. 210.40%0.67%0.92%Q4 2020Q4 20213
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Peak Asset Management, LLC 330.12%0.15%0.19%Q4 2017Q2 20183
Valeo Financial Advisors, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
Verition Fund Management LLC 210.06%0.33%0.67%Q3 2015Q4 20213
CenterStar Fund, LLC 110.02%0.06%0.12%Q4 2016Q4 20163
Baltimore-Washington Financial Advisors, Inc. 330.01%0.02%0.03%Q4 2013Q2 20143
ELEMENT POINTE ADVISORS, LLC 332.01%2.85%3.70%Q3 2021Q1 20223
BRIGADE CAPITAL MANAGEMENT, LP 210.02%1.37%2.17%Q1 2015Q1 20183
Virtu Financial LLC 210.02%0.04%0.05%Q3 2017Q3 20183
XR Securities LLC 210.04%0.08%0.11%Q2 2018Q3 20203
SHAPIRO ROBERT N 330.00%0.00%0.01%Q2 2013Q4 20133
Larson Financial Group LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Fidelis Capital Partners, LLC 330.20%0.21%0.21%Q1 2023Q3 20233
SCHARF INVESTMENTS, LLC 330.02%0.10%0.14%Q2 2013Q4 20133
BANK OF THE WEST 210.02%0.02%0.03%Q4 2017Q4 20183
LINDEN ADVISORS LP 211.78%3.64%4.84%Q2 2013Q2 20143
Aft, Forsyth & Sober, LLC 330.02%0.08%0.12%Q2 2013Q4 20133
AlphaCore Capital LLC 210.00%0.01%0.01%Q3 2021Q3 20233
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
GREENWOOD CAPITAL ASSOCIATES LLC 210.53%1.13%2.30%Q3 2013Q4 20173
Headlands Technologies LLC 330.00%0.03%0.06%Q1 2023Q3 20233
Empowered Funds, LLC 210.27%0.51%0.86%Q2 2022Q2 20233
Integrated Advisors Network LLC 330.01%0.01%0.02%Q1 2023Q3 20233
CETERA INVESTMENT MANAGEMENT LLC 330.38%1.13%2.55%Q4 2016Q2 20173
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.01%Q2 2013Q2 20193
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
UBS OCONNOR LLC 210.01%0.17%0.34%Q2 2013Q1 20173
Relative Value Partners, LLC 330.04%0.04%0.04%Q2 2013Q4 20133
Smith & Howard Wealth Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
SVB WEALTH LLC 330.00%0.00%0.00%Q4 2019Q2 20203
COMMUNITY TRUST & INVESTMENT CO 330.75%0.91%1.00%Q4 2014Q2 20153
BOKF, NA 210.00%0.00%0.01%Q3 2017Q2 20223
Schrum Private Wealth Management LLC 330.24%0.26%0.29%Q1 2023Q3 20233
Pacifica Partners Inc. 330.00%0.00%0.01%Q4 2019Q2 20203
Tiedemann Wealth Management Holdings, LLC 331.36%1.80%2.61%Q3 2016Q1 20173
BOSTON PRIVATE BANK & TRUST CO 210.00%0.00%0.01%Q3 2013Q1 20153
Glaxis Capital Management, LLC 333.68%4.66%5.48%Q2 2013Q4 20133
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
INVESTMENT CENTERS OF AMERICA INC 210.06%0.06%0.08%Q2 2013Q1 20143
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
TWIN FOCUS CAPITAL PARTNERS, LLC 330.24%0.29%0.33%Q3 2013Q1 20143
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20193
COLTON GROOME FINANCIAL ADVISORS, LLC 210.11%1.13%1.99%Q3 2019Q3 20233
PRUDENTIAL FINANCIAL INC 210.00%0.00%0.00%Q2 2017Q2 20233
Hirtle Callaghan & Co LLC 210.00%0.00%0.00%Q4 2017Q1 20193
HM PAYSON & CO 210.00%0.00%0.01%Q3 2016Q4 20203
Kingsview Wealth Management, LLC 210.08%0.12%0.18%Q3 2018Q2 20213
Mount Yale Investment Advisors, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Strategic Point Investment Advisors, LLC 330.08%0.10%0.11%Q3 2013Q1 20143
WHALEROCK POINT PARTNERS, LLC 330.48%0.54%0.63%Q4 2013Q2 20143
MID CONTINENT CAPITAL LLC/IL 330.02%0.04%0.06%Q1 2015Q3 20153
ADELL HARRIMAN & CARPENTER INC 330.08%0.09%0.11%Q2 2015Q4 20153
Capital Wealth Planning, LLC 330.11%0.14%0.18%Q4 2014Q2 20153
Essex Savings Bank 330.02%0.04%0.04%Q4 2018Q2 20193
Zions Bancorporation 210.01%0.01%0.02%Q3 2017Q3 20183
Checchi Capital Advisers, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
PAYDEN & RYGEL 210.37%0.39%0.40%Q1 2015Q4 20153
Miracle Mile Advisors, LLC 330.07%0.10%0.13%Q3 2015Q1 20163
CQS Cayman LP 210.02%0.08%0.20%Q2 2013Q4 20143
Vantage Investment Advisors, LLC 210.00%0.00%0.00%Q1 2014Q4 20153
Orinda Asset Management LLC 110.18%0.38%0.59%Q3 2013Q3 20153
Ameraudi Asset Management, Inc. 221.06%1.17%1.28%Q4 2019Q1 20202
Bartlett & Co. LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Clean Yield Group 110.00%0.00%0.01%Q1 2015Q4 20192
FIRST CITIZENS BANK & TRUST CO 220.02%0.02%0.02%Q1 2015Q2 20152
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2015Q1 20182
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 220.00%0.00%0.00%Q2 2013Q3 20132
COOPERMAN LEON G 220.02%0.02%0.02%Q2 2013Q3 20132
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2017Q1 20202
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2013Q4 20162
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20232
WealthBridge Capital Management, LLC 220.04%0.04%0.05%Q4 2018Q1 20192
Lombard Odier & Cie (Canada), Limited Partnership 110.29%0.33%0.37%Q4 2013Q3 20142
DRIEHAUS CAPITAL MANAGEMENT LLC 110.00%0.01%0.02%Q2 2016Q2 20162
TD Capital Management LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Duquesne Family Office 220.58%0.80%1.03%Q3 2013Q4 20132
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q4 2015Q3 20162
Tarbox Family Office, Inc. 220.01%0.02%0.03%Q2 2019Q3 20192
Bell Rock Capital LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
PFS INVESTMENTS INC. 110.42%1.04%1.67%Q4 2017Q4 20192
QUATTRO FINANCIAL ADVISORS LLC 110.03%0.04%0.06%Q2 2018Q2 20192
Tradewinds Capital Management, LLC 110.00%0.01%0.01%Q1 2016Q3 20162
TRADITION CAPITAL MANAGEMENT LLC 220.10%0.10%0.10%Q2 2017Q3 20172
Visionary Wealth Advisors 220.11%0.11%0.11%Q2 2022Q3 20222
Waterloo Capital, L.P. 220.09%0.41%0.74%Q2 2023Q3 20232
OLD MISSION CAPITAL, LLC 110.36%1.10%1.84%Q4 2016Q4 20202
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.05%0.05%0.06%Q4 2013Q2 20152
WBI INVESTMENTS, LLC 110.01%0.02%0.02%Q2 2014Q4 20152
King Wealth Management Group 220.20%0.20%0.21%Q4 2013Q1 20142
Centerpoint Advisors, LLC 110.00%0.01%0.03%Q4 2017Q4 20222
Crewe Advisors LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Vollero Beach Capital Partners LLC 221.07%1.09%1.11%Q1 2015Q2 20152
Black Swift Group, LLC 223.43%3.64%3.85%Q2 2023Q3 20232
MBB PUBLIC MARKETS I LLC 220.09%0.12%0.16%Q4 2021Q1 20222
Laurel Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2015Q1 20162
SPROTT INC. 110.02%0.04%0.07%Q2 2013Q3 20142
Nadler Financial Group, Inc. 220.15%0.16%0.17%Q1 2014Q2 20142
Ethos Financial Group, LLC 110.26%1.21%2.15%Q4 2022Q3 20232
Csenge Advisory Group 110.02%0.09%0.17%Q4 2017Q3 20182
OneDigital Investment Advisors LLC 110.01%0.03%0.06%Q1 2018Q1 20232
SCOUT INVESTMENTS, INC. 220.00%0.00%0.00%Q3 2013Q4 20132
UNITED BANK, INC. 220.42%0.45%0.48%Q1 2015Q2 20152
K2 PRINCIPAL FUND, L.P. 220.02%0.02%0.03%Q1 2017Q2 20172
Trexquant Investment LP 220.04%0.04%0.05%Q1 2020Q2 20202
CAPSTONE ASSET MANAGEMENT CO 110.02%0.02%0.02%Q4 2013Q2 20172
Efficient Market Advisors, LLC 110.01%0.13%0.24%Q3 2013Q4 20152
FNY Partners Fund LP 110.00%0.01%0.01%Q2 2017Q2 20172
Camelot Portfolios, LLC 220.27%0.44%0.61%Q4 2021Q1 20222
H. L. Ormond & Company, LLC 221.19%1.25%1.31%Q2 2022Q3 20222
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q3 2015Q2 20162
Waldron Private Wealth LLC 220.15%0.15%0.16%Q4 2015Q1 20162
GRATRY & Co LLC 110.85%3.06%5.27%Q4 2016Q4 20172
Adams Wealth Management 221.92%2.01%2.10%Q2 2023Q3 20232
BENJAMIN EDWARDS INC 220.57%0.59%0.61%Q2 2022Q3 20222
Johnson Financial Group, Inc. 110.00%0.01%0.01%Q3 2014Q2 20232
TWO SIGMA ADVISERS, LP 220.00%0.01%0.01%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.21%0.22%0.23%Q2 2013Q3 20132
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Trek Financial, LLC 220.27%0.34%0.40%Q2 2023Q3 20232
BlueCrest Capital Management LLP 220.34%0.78%1.21%Q3 2013Q4 20132
CAXTON ASSOCIATES LP 220.12%0.34%0.56%Q3 2016Q4 20162
Royal Fund Management, LLC 110.00%0.00%0.01%Q1 2017Q3 20172
South Shore Capital Advisors 110.73%0.94%1.15%Q3 2021Q3 20222
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2018Q4 20192
Piscataqua Savings Bank 220.01%0.01%0.01%Q4 2021Q1 20222
Ancora Advisors LLC 110.00%0.00%0.01%Q4 2016Q3 20182
CAROLINAS WEALTH CONSULTING LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Stonehage Fleming Financial Services Holdings Ltd 220.00%0.00%0.00%Q1 2016Q2 20162
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.02%Q4 2019Q1 20202
CITIZENS FINANCIAL GROUP INC/RI 220.01%0.01%0.01%Q1 2020Q2 20202
Price Wealth, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Torch Wealth Management LLC 220.01%0.02%0.02%Q4 2013Q1 20142
Zions Bancorporation, N.A. 220.00%0.00%0.01%Q4 2018Q1 20192
PERSONAL CFO SOLUTIONS, LLC 220.10%0.11%0.12%Q3 2019Q4 20192
ClearBridge Investments 110.00%0.00%0.00%Q4 2013Q4 20162
Geduld E E 110.16%0.20%0.24%Q2 2013Q4 20132
Wildcat Capital Management, LLC 220.26%0.28%0.29%Q2 2016Q3 20162
ACG Wealth 220.82%0.95%1.08%Q2 2018Q3 20182
INVESTMENT HOUSE LLC 110.04%0.06%0.08%Q1 2016Q4 20172
Squarepoint Ops LLC 110.00%0.08%0.15%Q3 2016Q3 20232
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q1 2016Q2 20162
GREAT VALLEY ADVISOR GROUP, INC. 220.02%0.04%0.06%Q2 2023Q3 20232
Eldridge Investment Advisors, Inc. 220.14%0.23%0.32%Q2 2023Q3 20232
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
PRENTISS SMITH & CO INC 220.00%0.00%0.00%Q4 2015Q1 20162
Vontobel Holding Ltd. 220.00%0.00%0.00%Q3 2021Q4 20212
Cornerstone Financial Partners, LLC 110.47%0.47%0.48%Q4 2015Q4 20162
Bristol Advisors, LLC 110.74%1.71%2.68%Q4 2016Q4 20172
Nationwide Fund Advisors 220.00%0.00%0.00%Q2 2014Q3 20142
BOSTON FINANCIAL MANGEMENT LLC 220.02%0.65%1.29%Q2 2016Q3 20162
OTA Financial Group L.P. 111.64%2.03%2.42%Q2 2013Q1 20142
Sandy Spring Bank 220.00%0.00%0.01%Q1 2014Q2 20142
MYDA Advisors LLC 110.47%1.75%3.03%Q1 2018Q3 20182
Stillwater Capital Advisors, LLC 220.11%0.12%0.12%Q4 2015Q1 20162
KMS FINANCIAL SERVICES, INC 220.05%0.06%0.06%Q4 2013Q1 20142
Columbus Macro, LLC 220.25%0.26%0.28%Q2 2023Q3 20232
Blackhawk Capital Partners LLC. 220.33%0.38%0.44%Q1 2018Q2 20182
INTEGRATED WEALTH COUNSEL, LLC 220.01%0.06%0.10%Q3 2016Q4 20162
VOYA INVESTMENT MANAGEMENT LLC 220.01%0.01%0.01%Q3 2017Q4 20172
CI INVESTMENTS INC. 220.01%0.02%0.03%Q1 2015Q2 20152
BESSEMER SECURITIES LLC 221.28%1.32%1.36%Q2 2015Q3 20152
Rothschild Capital Partners, LLC 220.66%1.09%1.52%Q4 2016Q1 20172
Hollow Brook Wealth Management LLC 222.08%2.41%2.74%Q4 2013Q1 20142
SSI INVESTMENT MANAGEMENT LLC 220.27%0.30%0.33%Q2 2023Q3 20232
Alpha Cubed Investments, LLC 220.45%0.48%0.51%Q4 2013Q1 20142
CALDWELL & ORKIN INC 110.89%1.25%1.61%Q2 2013Q4 20132
Modera Wealth Management, LLC 110.01%0.05%0.08%Q1 2014Q3 20232
RUSSELL FRANK CO/ 220.00%0.00%0.00%Q2 2013Q3 20132
Nuveen Asset Management, LLC 110.00%0.01%0.01%Q2 2013Q4 20142
SEI TRUST CO 220.02%0.04%0.05%Q4 2013Q1 20142
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2019Q4 20202
L & S Advisors Inc 220.04%0.04%0.04%Q1 2017Q2 20172
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 221.26%2.45%3.64%Q2 2016Q3 20162
Graham Capital Management, L.P. 110.11%0.55%0.98%Q4 2013Q4 20182
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20182
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
BW Gestao de Investimentos Ltda. 221.45%1.80%2.14%Q4 2013Q1 20142
ASPIRIANT, LLC 110.03%0.29%0.54%Q1 2014Q2 20162
TOMPKINS FINANCIAL CORP 110.01%0.01%0.01%Q4 2015Q4 20192
Bedell Frazier Investment Counselling, LLC 221.75%1.82%1.90%Q2 2023Q3 20232
Greytown Advisors Inc. 220.13%0.16%0.18%Q2 2017Q3 20172
Rehmann Capital Advisory Group 110.00%0.04%0.07%Q1 2014Q1 20192
FundX Investment Group, LLC 222.86%3.02%3.17%Q2 2015Q3 20152
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Western Wealth Management, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
TWO SIGMA INVESTMENTS, LP 110.00%0.01%0.01%Q1 2014Q3 20232
ARDSLEY ADVISORY PARTNERS LP 220.73%0.87%1.00%Q2 2013Q3 20132
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q3 20182
Convergent Wealth Advisors 220.05%0.07%0.08%Q1 2015Q2 20152
Strategic Capital Alternatives LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Per Stirling Capital Management, LLC. 220.12%0.16%0.19%Q2 2023Q3 20232
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
AEGON USA Investment Management, LLC 220.22%0.33%0.44%Q1 2015Q2 20152
Kazazian Asset Management, LLC 110.61%0.77%0.93%Q4 2014Q3 20152
Sonora Investment Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20192
LOEB PARTNERS CORP 220.12%0.12%0.12%Q2 2013Q3 20132
GEMS MANAGEMENT LTD 2213.80%14.80%15.81%Q2 2013Q3 20132
Twin Tree Management, LP 110.00%0.01%0.02%Q4 2016Q4 20162
Penserra Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Equitable Holdings, Inc. 110.01%0.01%0.01%Q4 2019Q3 20232
Berkshire Money Management, Inc. 223.05%3.17%3.30%Q3 2013Q4 20132
BASSO CAPITAL MANAGEMENT, L.P. 220.35%0.50%0.64%Q2 2023Q3 20232
LOEWS CORP 110.11%0.12%0.12%Q2 2013Q4 20132
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q3 20152
Hudson Bay Capital Management LP 110.06%0.06%0.06%Q2 2015Q2 20151
Elevated Capital Advisors, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
MKP Capital Management, L.L.C. 110.91%0.91%0.91%Q1 2017Q1 20171
Global Trust Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
361 CAPITAL LLC 110.62%0.62%0.62%Q4 2015Q4 20151
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Leicht Financial Planning & Wealth Management, Inc. 112.98%2.98%2.98%Q1 2021Q1 20211
Marathon Trading Investment Management LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Van Hulzen Asset Management, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
FOSTER DYKEMA CABOT & CO INC/MA 110.05%0.05%0.05%Q3 2014Q3 20141
Source Financial Advisors LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
WADE G W & INC 110.06%0.06%0.06%Q4 2014Q4 20141
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
LFS ASSET MANAGEMENT 113.43%3.43%3.43%Q3 2022Q3 20221
Crosspoint Capital Strategies, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
WINDWARD CAPITAL MANAGEMENT CO /CA 110.08%0.08%0.08%Q2 2013Q2 20131
NORTH STAR ASSET MANAGEMENT INC 110.03%0.03%0.03%Q2 2015Q2 20151
York Capital Management Global Advisors, LLC 110.83%0.83%0.83%Q1 2015Q1 20151
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
Tranquilli Financial Advisor LLC 110.17%0.17%0.17%Q3 2023Q3 20231
First International Bank & Trust 112.67%2.67%2.67%Q3 2023Q3 20231
Cannell & Co. 110.02%0.02%0.02%Q1 2017Q1 20171
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q2 2013Q2 20131
Walleye Capital LLC 110.01%0.01%0.01%Q1 2022Q1 20221
TIFF ADVISORY SERVICES, LLC 111.31%1.31%1.31%Q3 2017Q3 20171
Geneva Advisors, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Concord Wealth Partners 110.20%0.20%0.20%Q3 2023Q3 20231
Pasadena Private Wealth, LLC 111.57%1.57%1.57%Q3 2023Q3 20231
FLPUTNAM INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2013Q4 20131
THREE BAYS CAPITAL LP 111.33%1.33%1.33%Q4 2016Q4 20161
Gladstone Institutional Advisory LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lee Financial Co 110.00%0.00%0.00%Q1 2019Q1 20191
SG3 Management, LLC 1111.85%11.85%11.85%Q4 2016Q4 20161
Allen Investment Management, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Americana Partners, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
INDUS CAPITAL PARTNERS, LLC 117.79%7.79%7.79%Q3 2013Q3 20131
Penobscot Investment Management Company, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Transparent Wealth Partners LLC 110.53%0.53%0.53%Q1 2022Q1 20221
Mandatum Life Insurance Co Ltd 110.05%0.05%0.05%Q4 2015Q4 20151
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
White River Investment Partners, LLC 112.36%2.36%2.36%Q4 2013Q4 20131
Altshuler Shaham Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Seamans Capital Management, LLC 115.29%5.29%5.29%Q2 2013Q2 20131
Polar Asset Management Partners Inc. 110.53%0.53%0.53%Q1 2015Q1 20151
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Slow Capital, Inc. 110.10%0.10%0.10%Q3 2018Q3 20181
BBR PARTNERS, LLC 110.22%0.22%0.22%Q2 2018Q2 20181
Squar Milner Financial Services LLC 110.05%0.05%0.05%Q2 2018Q2 20181
Farmer Steven Patrick 110.25%0.25%0.25%Q2 2022Q2 20221
WASHINGTON TRUST Co 110.01%0.01%0.01%Q2 2018Q2 20181
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Graticule Asia Macro Advisors LLC 115.49%5.49%5.49%Q3 2019Q3 20191
Peregrine Asset Advisers, Inc. 114.78%4.78%4.78%Q4 2016Q4 20161
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
WESPAC Advisors SoCal, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
ONTARIO TEACHERS PENSION PLAN BOARD 110.03%0.03%0.03%Q2 2013Q2 20131
GSA CAPITAL PARTNERS LLP 110.18%0.18%0.18%Q2 2023Q2 20231
Hefty Wealth Partners 110.00%0.00%0.00%Q1 2017Q1 20171
DeGreen Capital Management LLC 1111.73%11.73%11.73%Q4 2015Q4 20151
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q1 2017Q1 20171
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 115.96%5.96%5.96%Q3 2023Q3 20231
COLRAIN CAPITAL LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Paloma Partners Management Co 110.01%0.01%0.01%Q3 2013Q3 20131
Worth Asset Management, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Leverage Partners Absolute Return Fund SPC 112.28%2.28%2.28%Q1 2022Q1 20221
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 110.15%0.15%0.15%Q4 2013Q4 20131
Schonfeld Group Holdings LLC 110.10%0.10%0.10%Q4 2013Q4 20131
CMT TRADING LLC 110.72%0.72%0.72%Q2 2016Q2 20161
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Smithfield Trust Co 110.00%0.00%0.00%Q4 2013Q4 20131
RAPTOR CAPITAL MANAGEMENT LP 112.57%2.57%2.57%Q4 2013Q4 20131
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Napier Park Global Capital (US) LP 111.16%1.16%1.16%Q3 2017Q3 20171
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Tanglewood Wealth Management, Inc. 115.89%5.89%5.89%Q2 2013Q2 20131
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q3 2015Q3 20151
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
TOWER TRUST Co 110.46%0.46%0.46%Q2 2013Q2 20131
SYMMETRY PEAK MANAGEMENT LLC 110.16%0.16%0.16%Q3 2016Q3 20161
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NORTH AMERICAN MANAGEMENT CORP 110.04%0.04%0.04%Q1 2014Q1 20141
Litman Gregory Wealth Management LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Connective Capital Management, LLC 111.10%1.10%1.10%Q2 2013Q2 20131
BOARDMAN BAY CAPITAL MANAGEMENT LLC 110.65%0.65%0.65%Q2 2016Q2 20161
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
DOWLING & YAHNKE LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Gibson Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Panning Capital Management, LP 111.55%1.55%1.55%Q1 2015Q1 20151
Grandeur Peak Global Advisors, LLC 111.92%1.92%1.92%Q3 2016Q3 20161
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
EFG CAPITAL INTERNATIONAL CORP. 110.12%0.12%0.12%Q2 2023Q2 20231
First Command Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Mariner Wealth Advisors-NYC, LLC 110.14%0.14%0.14%Q1 2015Q1 20151
PICTON MAHONEY ASSET MANAGEMENT 110.02%0.02%0.02%Q4 2014Q4 20141
BRIGHTON JONES LLC 110.03%0.03%0.03%Q3 2018Q3 20181
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 118.81%8.81%8.81%Q1 2016Q1 20161
AWM CAPITAL, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
JOHNSON INVESTMENT COUNSEL INC 110.03%0.03%0.03%Q1 2016Q1 20161
Belmont Global Advisors, Inc. 112.11%2.11%2.11%Q1 2015Q1 20151
EXCALIBUR MANAGEMENT CORP 110.21%0.21%0.21%Q4 2015Q4 20151
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
BIRINYI ASSOCIATES INC 110.13%0.13%0.13%Q3 2013Q3 20131
RONALD BLUE & CO LLC 110.14%0.14%0.14%Q3 2015Q3 20151
Avestar Capital, LLC 110.70%0.70%0.70%Q3 2023Q3 20231
F3Logic, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2020Q2 20201
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
QP WEALTH MANAGEMENT, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
CAPITAL ADVISORS INC/OK 110.12%0.12%0.12%Q4 2016Q4 20161
Palo Capital, Inc. 110.24%0.24%0.24%Q1 2018Q1 20181
SHEPHERD KAPLAN KROCHUK, LLC 110.06%0.06%0.06%Q2 2013Q2 20131
TIDE POINT CAPITAL MANAGEMENT, LP 112.94%2.94%2.94%Q2 2016Q2 20161
NIEMANN CAPITAL MANAGEMENT INC 113.44%3.44%3.44%Q2 2015Q2 20151
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q1 2014Q1 20141
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2013Q3 20131
Stonehage Fleming (UK) Ltd 110.02%0.02%0.02%Q4 2015Q4 20151
Capital Analysts, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VISTA FINANCE, LLC 116.79%6.79%6.79%Q3 2022Q3 20221
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Roc Capital Management, L.P. 111.36%1.36%1.36%Q2 2013Q2 20131
Nikulski Financial, Inc. 110.29%0.29%0.29%Q4 2017Q4 20171
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AJ WEALTH STRATEGIES, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
CR Intrinsic Investors, LLC 110.89%0.89%0.89%Q1 2014Q1 20141
MATRIX PRIVATE CAPITAL GROUP LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GeoWealth Management, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Ruggie Capital Group 110.00%0.00%0.00%Q4 2017Q4 20171
Madison Asset Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
First Personal Financial Services 110.04%0.04%0.04%Q2 2016Q2 20161
EA Series Trust 110.27%0.27%0.27%Q2 2023Q2 20231
Granite Point Capital Management, L.P. 110.40%0.40%0.40%Q4 2016Q4 20161
4Thought Financial Group Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Arrow Capital Management, LLC 114.12%4.12%4.12%Q2 2013Q2 20131
EnTrust Global Partners Offshore LP 113.53%3.53%3.53%Q4 2017Q4 20171
HT Partners LLC 110.59%0.59%0.59%Q4 2015Q4 20151
Gerber Kawasaki Wealth & Investment Management 110.84%0.84%0.84%Q4 2015Q4 20151
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2015Q4 20151
GeoSphere Capital Management, LLC 111.67%1.67%1.67%Q2 2013Q2 20131
I.G. INVESTMENT MANAGEMENT, LTD. 110.10%0.10%0.10%Q1 2014Q1 20141
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sharkey, Howes & Javer 110.00%0.00%0.00%Q1 2017Q1 20171
Wagner Wealth Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
KEELEY ASSET MANAGEMENT CORP 110.01%0.01%0.01%Q3 2013Q3 20131
Ahrens Investment Partners LLC 110.11%0.11%0.11%Q4 2017Q4 20171
HENGEHOLD CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q4 2013Q4 20131
STEPHENS INC /AR/ 110.02%0.02%0.02%Q2 2016Q2 20161
Intersect Capital LLC 110.03%0.03%0.03%Q4 2014Q4 20141
Black Maple Capital Management LP 111.52%1.52%1.52%Q3 2016Q3 20161
ARGENTIERE CAPITAL AG 1126.13%26.13%26.13%Q3 2016Q3 20161
GUARDIAN CAPITAL ADVISORS LP 110.84%0.84%0.84%Q3 2023Q3 20231
Realta Investment Advisors 110.00%0.00%0.00%Q3 2022Q3 20221
DIALECTIC CAPITAL MANAGEMENT, LP 110.46%0.46%0.46%Q4 2014Q4 20141
Gleason Group, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
CAHILL FINANCIAL ADVISORS INC 110.28%0.28%0.28%Q2 2015Q2 20151
Maltin Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
BOSTON ADVISORS LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Oakworth Capital, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
Tradeworx Inc. 110.18%0.18%0.18%Q1 2013Q1 20131
COWEN INC. 110.26%0.26%0.26%Q2 2015Q2 20151
DT Investment Partners, LLC 110.17%0.17%0.17%Q2 2015Q2 20151
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
ORG Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Archer Investment Corp 110.01%0.01%0.01%Q2 2019Q2 20191
DecisionPoint Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Partner Investment Management, L.P. 110.89%0.89%0.89%Q4 2016Q4 20161
Cornerstone Wealth Management, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Telemus Investment Management, LLC 113.36%3.36%3.36%Q2 2013Q2 20131
Meridian Wealth Advisors, LLC 111.00%1.00%1.00%Q4 2018Q4 20181
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q2 2019Q2 20191
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Savitr Capital, LLC 114.91%4.91%4.91%Q2 2013Q2 20131
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
BlackRock Group LTD 110.00%0.00%0.00%Q2 2016Q2 20161
Winch Advisory Services, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
McAdam, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2015Q3 20151
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Banyan Partners, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q1 2016Q1 20161
DECADE CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2013Q4 20131
New England Investment & Retirement Group, Inc. 112.12%2.12%2.12%Q2 2013Q2 20131
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q1 2016Q1 20161
St. Johns Investment Management Company, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Quantitative Advantage, LLC 113.85%3.85%3.85%Q2 2015Q2 20151
Forward Management, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Redhawk Wealth Advisors, Inc. 110.47%0.47%0.47%Q2 2023Q2 20231
JUPITER ASSET MANAGEMENT LTD 110.16%0.16%0.16%Q4 2013Q4 20131
KINGS POINT CAPITAL MANAGEMENT 110.01%0.01%0.01%Q3 2015Q3 20151
Glassman Wealth Services 110.00%0.00%0.00%Q2 2015Q2 20151
Dynamic Advisor Solutions LLC 110.48%0.48%0.48%Q2 2014Q2 20141
Taylor Wealth Management Partners 111.97%1.97%1.97%Q2 2015Q2 20151
Procyon Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Neuberger Berman Canada ULC 111.05%1.05%1.05%Q2 2013Q2 20131
Vestmark Advisory Solutions, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
London & Capital Asset Management Ltd 110.66%0.66%0.66%Q1 2021Q1 20211
Levy Wealth Management Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Thiel Macro LLC 110.41%0.41%0.41%Q3 2015Q3 20151
Taylor, Cottrill LLC 110.16%0.16%0.16%Q2 2013Q2 20131
COMERICA SECURITIES INC 110.07%0.07%0.07%Q4 2016Q4 20161
Point72 Asset Management, L.P. 110.10%0.10%0.10%Q2 2014Q2 20141
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2015Q3 20151
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
ROCKEFELLER FINANCIAL SERVICES INC 110.02%0.02%0.02%Q3 2015Q3 20151
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
PFM Health Sciences, LP 110.84%0.84%0.84%Q4 2016Q4 20161
PIN OAK INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q4 2017Q4 20171
Smart Money Group LLC 113.37%3.37%3.37%Q3 2023Q3 20231
Texas Yale Capital Corp. 110.03%0.03%0.03%Q3 2014Q3 20141
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
PRUDENTIAL PLC 110.02%0.02%0.02%Q2 2023Q2 20231
PHILADELPHIA TRUST CO 110.26%0.26%0.26%Q2 2022Q2 20221
ADVISOR CONSULTANT NETWORK INC 110.31%0.31%0.31%Q3 2016Q3 20161
Whitnell & Co. 110.00%0.00%0.00%Q3 2014Q3 20141
Sloane Robinson LLP 110.45%0.45%0.45%Q4 2014Q4 20141
HANSBERGER GLOBAL INVESTORS INC/FL 110.20%0.20%0.20%Q2 2013Q2 20131
Summit Financial, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Silver Bridge Capital Management LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Planned Solutions, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Brevan Howard Capital Management LP 117.66%7.66%7.66%Q1 2015Q1 20151
Ellevest, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Verdad Advisers, LP 114.89%4.89%4.89%Q2 2023Q2 20231
Rovida Advisors Inc. 110.80%0.80%0.80%Q2 2016Q2 20161
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
External links

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