WISDOMTREE TR shareholder history

Current and past WISDOMTREE TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 41410.00%0.01%0.09%Q2 2013Q2 202399
JANE STREET GROUP, LLC 37370.00%0.08%1.14%Q3 2014Q3 202379
Citadel Advisors 3030.00%0.00%0.02%Q2 2015Q3 202379
CITIGROUP INC 42420.00%0.01%0.12%Q2 2013Q3 202374
BARCLAYS PLC 2760.00%0.00%0.05%Q1 2014Q2 202272
GOLDMAN SACHS GROUP INC 42420.00%0.07%0.35%Q2 2013Q3 202368
BANK OF AMERICA CORP /DE/ 42420.00%0.10%0.56%Q2 2013Q3 202349
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.16%Q2 2013Q3 202345
CREDIT SUISSE AG/ 41410.00%0.01%0.12%Q3 2013Q3 202344
HSBC HOLDINGS PLC 42420.00%0.04%0.18%Q2 2013Q3 202343
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.09%0.46%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.12%0.76%Q2 2013Q3 202342
Cutler Group LLC / CA 1230.00%0.04%0.64%Q4 2015Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.08%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.09%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.33%1.53%3.90%Q2 2013Q3 202342
LPL Financial LLC 41410.00%0.10%0.50%Q3 2013Q3 202341
SCOTIA CAPITAL INC. 4010.00%0.10%0.35%Q2 2013Q3 202341
UBS Group AG 36360.00%0.11%0.63%Q4 2014Q3 202340
RAYMOND JAMES & ASSOCIATES 3910.00%0.11%0.75%Q2 2013Q3 202340
HighTower Advisors, LLC 29110.00%0.07%0.46%Q3 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 40400.00%0.00%0.02%Q4 2013Q3 202340
JPMORGAN CHASE & CO 39390.00%0.00%0.01%Q1 2014Q3 202339
Raymond James Financial Services Advisors, Inc. 39390.00%0.08%0.40%Q1 2014Q3 202339
WEBSTER BANK, N. A. 38380.00%0.27%2.01%Q2 2014Q3 202338
WOLVERINE TRADING, LLC 1120.00%0.01%0.02%Q2 2016Q4 201938
EDMOND DE ROTHSCHILD HOLDING S.A. 2840.00%0.02%0.14%Q2 2015Q2 202338
Cambridge Investment Research Advisors, Inc. 38380.01%0.05%0.19%Q2 2014Q3 202338
FIFTH THIRD BANCORP 38380.00%0.24%1.26%Q2 2014Q3 202338
Harbour Capital Advisors, LLC 25120.17%0.36%0.94%Q3 2014Q4 202337
US BANCORP \DE\ 37370.00%0.00%0.01%Q3 2014Q3 202337
GLENMEDE TRUST CO NA 37370.00%0.00%0.02%Q3 2014Q3 202337
Clear Harbor Asset Management, LLC 3330.01%0.19%0.46%Q3 2014Q3 202337
Janney Montgomery Scott LLC 2970.01%0.15%0.44%Q3 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q3 2013Q3 202336
Bank of New York Mellon Corp 36360.00%0.00%0.01%Q4 2014Q3 202336
FMR LLC 36360.00%0.02%0.05%Q4 2014Q3 202336
Permanens Capital L.P. 36361.83%8.14%27.81%Q4 2014Q3 202336
HOLDERNESS INVESTMENTS CO 36360.18%0.68%2.32%Q4 2014Q3 202336
Creative Planning 23130.00%0.01%0.06%Q2 2014Q3 202336
BLAIR WILLIAM & CO/IL 36360.00%0.00%0.01%Q4 2014Q3 202336
M&T BANK CORP 1560.00%0.01%0.05%Q3 2014Q3 202335
WHITTIER TRUST CO 35350.00%0.02%0.06%Q1 2015Q3 202335
Cetera Advisors LLC 1530.01%0.20%0.76%Q1 2014Q3 202335
MACROVIEW INVESTMENT MANAGEMENT LLC 35350.00%0.01%0.02%Q1 2015Q3 202335
TOMPKINS FINANCIAL CORP 25100.01%1.60%8.20%Q1 2015Q4 202335
NEW ENGLAND ASSET MANAGEMENT INC 34340.01%0.23%0.51%Q4 2014Q1 202334
HUNTINGTON NATIONAL BANK 3040.00%0.05%0.10%Q1 2015Q3 202334
Cetera Advisor Networks LLC 21130.00%0.02%0.06%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.03%0.11%Q2 2015Q3 202334
Ashfield Capital Partners, LLC 33330.02%0.19%0.45%Q3 2014Q3 202233
Migdal Insurance & Financial Holdings Ltd. 32320.00%0.02%0.11%Q4 2015Q3 202332
COMMERCE BANK 32320.00%0.01%0.01%Q4 2015Q3 202332
Ayalon Insurance Comp Ltd. 2480.03%0.45%1.00%Q1 2015Q3 202332
KANAWHA CAPITAL MANAGEMENT LLC 3110.04%0.07%0.12%Q3 2015Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.02%0.20%3.62%Q4 2015Q3 202332
GFS Advisors, LLC 2810.07%0.49%2.22%Q3 2014Q4 202232
CWM, LLC 2480.00%0.01%0.19%Q3 2015Q3 202332
BNP PARIBAS FINANCIAL MARKETS 810.00%0.00%0.01%Q2 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
SIGNATUREFD, LLC 2210.00%0.04%0.28%Q2 2014Q3 202331
Intercontinental Wealth Advisors, LLC 31310.11%1.86%4.54%Q4 2015Q2 202331
J.P. Morgan Private Wealth Advisors LLC 2110.01%0.15%1.68%Q1 2015Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.01%0.04%0.23%Q2 2016Q4 202331
Koshinski Asset Management, Inc. 1860.02%0.32%1.50%Q4 2014Q1 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 2460.00%0.02%0.08%Q4 2014Q3 202330
Pinnacle Advisory Group, Inc. 2730.04%0.97%4.11%Q2 2013Q4 202030
KINGS POINT CAPITAL MANAGEMENT 30300.03%0.16%0.74%Q4 2014Q1 202230
RiverFront Investment Group, LLC 2020.01%4.01%15.21%Q1 2013Q3 202330
Country Club Trust Company, n.a. 1410.12%1.39%3.13%Q2 2013Q4 202130
Clearwater Capital Advisors, LLC 30300.06%1.90%4.80%Q2 2016Q3 202330
DEUTSCHE BANK AG\ 2360.00%0.01%0.05%Q3 2013Q3 202330
THRIVENT FINANCIAL FOR LUTHERANS 1610.00%0.10%0.49%Q4 2014Q3 202329
Azimuth Capital Management LLC 29290.16%0.27%0.50%Q1 2015Q1 202229
Caprock Group, LLC 1810.07%1.08%5.08%Q4 2014Q3 202329
Focused Wealth Management, Inc 29290.00%0.01%0.09%Q1 2015Q1 202229
SG Americas Securities, LLC 29290.00%0.04%0.28%Q3 2014Q3 202129
IFP Advisors, Inc 15140.00%0.02%0.11%Q4 2015Q1 202329
Livingston Group Asset Management CO (operating as Southport Capital Management) 29290.19%0.83%1.36%Q1 2015Q1 202229
Carroll Financial Associates, Inc. 2810.00%0.01%0.03%Q3 2014Q4 202129
Edge Wealth Management LLC 29290.01%0.96%5.82%Q1 2015Q1 202229
VICUS CAPITAL 2620.06%0.35%1.01%Q2 2013Q3 202128
AllSquare Wealth Management LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.16%0.44%Q4 2016Q3 202328
GenTrust, LLC 28280.08%1.44%3.32%Q4 2016Q3 202328
Homrich & Berg 2410.01%0.19%0.50%Q2 2014Q3 202128
CAPTRUST FINANCIAL ADVISORS 1080.00%0.02%0.16%Q1 2015Q2 202228
OLD MISSION CAPITAL LLC 1410.03%0.39%1.43%Q4 2014Q3 202328
PARAMETRIC PORTFOLIO ASSOCIATES LLC 15130.00%0.01%0.04%Q1 2015Q1 202228
Bank Pictet & Cie (Europe) AG 1310.04%0.60%1.48%Q1 2015Q1 202327
BigSur Wealth Management LLC 2610.11%0.54%1.55%Q4 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.01%0.03%0.12%Q1 2017Q3 202327
Psagot Value Holdings Ltd. 27270.01%1.50%4.43%Q4 2014Q2 202127
Cetera Investment Advisers 27270.00%0.17%0.36%Q4 2015Q2 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.03%0.08%Q2 2013Q4 201927
BESSEMER GROUP INC 2330.00%0.33%2.94%Q1 2015Q1 202226
MML INVESTORS SERVICES, LLC 26260.00%0.02%0.18%Q2 2017Q3 202326
Parallax Volatility Advisers, L.P. 19190.00%0.01%0.12%Q4 2014Q2 201926
Private Advisor Group, LLC 2410.00%0.06%0.15%Q3 2014Q3 202326
BlackRock Inc. 2120.00%0.00%0.00%Q2 2015Q2 202225
BDO Wealth Advisors, LLC 25250.01%0.04%0.08%Q2 2017Q2 202325
Bogart Wealth, LLC 25250.00%0.03%0.08%Q3 2017Q3 202325
Westside Investment Management, Inc. 1510.00%0.10%0.40%Q4 2016Q3 202325
BANK HAPOALIM BM 2410.05%0.72%1.66%Q1 2014Q2 202025
STIFEL FINANCIAL CORP 25250.00%0.04%0.26%Q1 2015Q1 202125
OPTIMUM INVESTMENT ADVISORS 2410.00%0.18%0.75%Q1 2015Q2 202125
RMB Capital Management, LLC 24240.07%0.11%0.21%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.02%0.04%Q4 2017Q3 202324
NEXT Financial Group, Inc 1110.00%0.35%1.03%Q3 2014Q4 202124
1832 Asset Management L.P. 1710.00%0.00%0.00%Q3 2015Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Advisory Services Network, LLC 1310.00%0.05%0.23%Q4 2014Q1 202324
Belpointe Asset Management LLC 1860.02%0.05%0.10%Q3 2017Q3 202324
Winslow, Evans & Crocker, Inc. 24240.00%0.00%0.02%Q1 2015Q4 202024
SIMPLEX TRADING, LLC 1110.00%0.04%0.16%Q2 2015Q1 202324
BANK OF STOCKTON 24240.17%1.54%2.72%Q1 2015Q4 202024
BB&T SECURITIES, LLC 2210.00%0.20%0.66%Q2 2013Q3 201923
EFG Asset Management (Americas) Corp. 23230.14%0.66%2.27%Q4 2014Q2 202023
First Allied Advisory Services, Inc. 2210.01%0.10%0.39%Q2 2014Q1 202023
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 23230.01%0.01%0.02%Q2 2014Q4 201923
AE Wealth Management LLC 23230.00%0.07%0.21%Q1 2018Q3 202323
Parallel Advisors, LLC 1530.00%0.09%0.26%Q4 2016Q3 202323
ASSETMARK, INC 2210.00%0.11%0.73%Q4 2014Q4 202023
Stratos Wealth Partners, LTD. 2120.01%0.07%0.50%Q4 2014Q3 202323
RAYMOND JAMES TRUST N.A. 22220.13%0.17%0.24%Q2 2018Q3 202322
HOLLENCREST CAPITAL MANAGEMENT 22220.11%0.61%2.93%Q3 2014Q4 201922
3D ASSET MANAGEMENT, INC 22220.07%1.03%4.06%Q3 2014Q4 201922
ROTHSCHILD INVESTMENT LLC /IL 22220.03%0.23%0.50%Q3 2014Q4 201922
Moors & Cabot, Inc. 22220.02%0.07%0.13%Q1 2015Q2 202022
Tortoise Investment Management, LLC 22220.00%0.04%0.17%Q4 2014Q1 202022
CONNING INC. 22220.12%0.15%0.21%Q2 2018Q3 202322
Transamerica Financial Advisors, Inc. 1710.00%0.03%0.16%Q2 2013Q2 202222
Jacobi Capital Management LLC 22220.00%0.00%0.01%Q2 2016Q3 202122
FRANKLIN RESOURCES INC 1410.00%0.00%0.00%Q3 2014Q3 202322
PFG Advisors 22220.06%0.11%0.26%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Brinker Capital Investments, LLC 21210.00%0.04%0.18%Q4 2014Q4 201921
Capital Investment Advisory Services, LLC 1380.00%0.13%0.30%Q1 2017Q3 202321
Wealthcare Advisory Partners LLC 1110.01%0.02%0.02%Q3 2017Q3 202321
VALLEY NATIONAL ADVISERS INC 21210.00%0.06%0.24%Q1 2015Q1 202021
Starfire Investment Advisers, Inc. 11100.43%1.01%1.68%Q1 2015Q2 202021
Pinnacle Bancorp, Inc. 2010.01%0.02%0.11%Q1 2017Q3 202321
FIDUCIARY TRUST INTERNATIONAL LLC 1560.07%0.15%0.22%Q3 2014Q4 201921
LFA - Lugano Financial Advisors SA 1650.03%0.08%0.21%Q2 2018Q3 202321
NATIXIS ADVISORS, L.P. 20200.01%0.02%0.08%Q1 2015Q4 201920
Mariner, LLC 1820.00%0.41%2.04%Q3 2013Q3 202320
American Portfolios Advisors 20200.00%0.02%0.12%Q4 2017Q3 202220
FAS Wealth Partners, Inc. 20200.06%0.11%0.23%Q1 2015Q4 201920
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.04%0.31%1.23%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.04%0.13%0.20%Q4 2018Q3 202320
OPPENHEIMER & CO INC 1610.00%0.07%0.22%Q1 2015Q1 202320
FLOW TRADERS U.S. LLC 510.01%0.17%0.55%Q1 2014Q4 202220
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.10%Q4 2018Q3 202320
Hudock, Inc. 1910.00%0.07%0.72%Q2 2013Q4 201820
Cerity Partners LLC 1810.00%0.03%0.23%Q4 2017Q3 202320
Private Portfolio Partners LLC 20201.49%1.68%1.90%Q4 2018Q3 202320
Tower Research Capital LLC (TRC) 510.00%0.00%0.05%Q1 2014Q3 202320
Financial Advantage, Inc. 20200.01%7.03%8.25%Q1 2015Q4 201920
PINNACLE ASSOCIATES LTD 20200.00%0.01%0.04%Q1 2014Q4 201820
Cheviot Value Management, LLC 20200.14%0.44%0.68%Q2 2015Q1 202020
Jefferies Group LLC 1210.00%0.00%0.01%Q2 2015Q1 202219
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1720.06%1.44%2.98%Q4 2014Q2 202019
SUNTRUST BANKS INC 19190.01%0.06%0.18%Q1 2015Q3 201919
InterOcean Capital, LLC 19190.02%0.08%0.31%Q2 2015Q4 201919
AlphaMark Advisors, LLC 1360.00%0.00%0.01%Q1 2015Q4 201919
USCA RIA LLC 19190.05%0.13%0.26%Q2 2013Q4 201719
Janney Capital Management LLC 19190.73%4.32%8.59%Q4 2014Q2 201919
TSFG, LLC 19190.00%0.02%0.04%Q1 2019Q3 202319
RDA Financial Network 19190.13%0.18%0.36%Q1 2019Q3 202319
BREWIN DOLPHIN LTD 1810.01%0.03%0.05%Q3 2017Q2 202219
BTR CAPITAL MANAGEMENT INC 19190.16%0.49%0.78%Q1 2018Q3 202219
CREATIVE FINANCIAL DESIGNS INC /ADV 18180.00%0.33%0.53%Q4 2016Q1 202118
Stevens First Principles Investment Advisors 1080.01%1.39%4.28%Q2 2013Q4 201718
Semmax Financial Advisors Inc. 1710.01%0.03%0.17%Q4 2018Q3 202318
Wunderlich Capital Managemnt 1710.24%0.31%0.51%Q4 2014Q1 202018
Progeny 3, Inc. 1448.39%23.16%37.47%Q1 2015Q1 202018
Marquette Asset Management, LLC 1170.00%0.44%0.77%Q2 2015Q3 202018
INTEGRAL DERIVATIVES, LLC 1010.01%0.04%0.30%Q2 2015Q1 201818
CIBC WORLD MARKET INC. 820.00%0.01%0.01%Q1 2015Q2 202318
IPG Investment Advisors LLC 1710.08%0.55%1.33%Q4 2014Q3 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1610.00%0.00%0.01%Q4 2014Q3 201918
LAKE STREET PRIVATE WEALTH, LLC 18180.06%0.55%1.16%Q1 2019Q2 202318
First Horizon Advisors, Inc. 910.00%0.00%0.00%Q2 2016Q3 202318
Patten Group, Inc. 17170.07%0.19%0.30%Q4 2014Q4 201817
Walleye Trading LLC 770.00%0.00%0.00%Q3 2016Q1 201817
Heritage Wealth Advisors 17170.03%9.22%12.77%Q4 2014Q4 201817
Atria Investments, Inc 1010.02%0.12%0.50%Q2 2013Q1 202017
Global Wealth Management Investment Advisory, Inc. 1520.01%0.01%0.07%Q4 2018Q3 202317
QUADRANT CAPITAL GROUP LLC 830.01%0.21%0.60%Q2 2015Q3 202117
HOWLAND CAPITAL MANAGEMENT LLC 17170.03%0.04%0.06%Q4 2015Q4 201917
Laurel Wealth Advisors, Inc. 17170.09%0.38%1.23%Q4 2015Q4 201917
BBVA USA Bancshares, Inc. 17170.03%0.13%0.22%Q2 2015Q2 201917
TELEMUS CAPITAL, LLC 920.02%1.06%5.34%Q2 2015Q4 201917
AVIANCE CAPITAL MANAGEMENT, LLC 1520.05%0.29%1.36%Q4 2014Q1 201917
Allianz Asset Management GmbH 610.00%0.00%0.02%Q4 2014Q4 202117
Commonwealth Equity Services, Inc 16160.01%0.06%0.17%Q4 2013Q3 201716
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 16160.00%0.00%0.00%Q4 2019Q3 202316
MILLENNIUM MANAGEMENT LLC 410.00%0.02%0.11%Q3 2014Q3 202316
Intellectus Partners, LLC 880.25%0.78%1.14%Q4 2016Q4 202016
EASTERN BANK 16160.02%1.07%1.86%Q4 2014Q3 201816
Fiduciary Trust Co International of Pennsylvania 1310.02%0.51%1.05%Q1 2015Q1 202016
Spears Abacus Advisors LLC 1420.03%0.14%0.25%Q2 2015Q2 201916
Sloy Dahl & Holst, LLC 16160.06%0.14%0.46%Q4 2019Q3 202316
PICTET BANK & TRUST Ltd 16160.09%0.11%0.32%Q1 2015Q4 201816
PARSONS CAPITAL MANAGEMENT INC/RI 16160.03%0.09%0.22%Q1 2014Q4 201716
SALEM INVESTMENT COUNSELORS INC 16160.00%0.00%0.00%Q2 2019Q1 202316
SYNOVUS FINANCIAL CORP 710.00%0.00%0.01%Q2 2015Q1 202016
PATTEN & PATTEN INC/TN 16160.05%0.45%1.05%Q3 2013Q2 201716
Carmichael Hill & Associates, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
COURIER CAPITAL LLC 1020.02%0.06%0.09%Q3 2015Q1 202116
AdvisorNet Financial, Inc 1510.00%0.00%0.01%Q1 2018Q4 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
HOURGLASS CAPITAL, LLC 16160.09%0.11%0.14%Q1 2017Q4 202016
WEDBUSH SECURITIES INC 16160.05%0.09%0.16%Q4 2014Q3 201816
Kore Private Wealth LLC 16160.05%0.10%0.26%Q4 2018Q3 202216
Financial Architects, Inc 15150.05%0.12%0.23%Q1 2015Q3 201815
UNITED SERVICES AUTOMOBILE ASSOCIATION 15150.01%0.09%0.18%Q1 2015Q3 201815
Advisor Group, Inc. 15150.02%0.05%0.14%Q2 2016Q4 201915
MASSMUTUAL TRUST CO FSB/ADV 1010.00%0.18%0.36%Q1 2015Q3 202215
Global Retirement Partners, LLC 1020.00%0.03%0.06%Q4 2016Q3 202315
Proficio Capital Partners LLC 15150.08%0.53%1.88%Q4 2015Q2 201915
ALETHEA CAPITAL MANAGEMENT, LLC 15150.16%0.26%0.39%Q1 2020Q3 202315
Frisch Financial Group, Inc. 15150.10%0.28%1.33%Q4 2018Q2 202215
ArchPoint Investors 15150.01%2.75%6.90%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Allworth Financial LP 1310.00%0.00%0.00%Q1 2016Q3 202315
REGENTATLANTIC CAPITAL LLC 740.00%0.02%0.02%Q4 2014Q4 201915
Archford Capital Strategies, LLC 960.00%0.07%0.38%Q1 2015Q2 201915
Miracle Mile Advisors, LLC 1110.02%2.31%4.77%Q3 2015Q4 202215
BOURGEON CAPITAL MANAGEMENT LLC 15150.02%0.02%0.04%Q3 2019Q1 202315
ADVANTAGE INVESTMENT MANAGEMENT, LLC 15150.00%0.05%0.44%Q4 2014Q2 201815
StrategIQ Financial Group, LLC 14140.07%2.21%4.18%Q4 2015Q1 201914
Bray Capital Advisors 1220.06%0.37%0.79%Q2 2015Q4 201814
HAP Trading, LLC 720.00%0.27%2.05%Q2 2015Q4 201714
Dorsey & Whitney Trust CO LLC 14140.11%0.19%0.31%Q1 2014Q2 201714
Vontobel Swiss Wealth Advisors AG 14141.58%2.38%4.91%Q4 2014Q1 201814
RAY GERALD L & ASSOCIATES LTD 14140.12%0.22%0.33%Q2 2014Q3 201714
Mirae Asset Global Investments Co., Ltd. 1110.14%0.38%0.70%Q2 2015Q2 201914
Qube Research & Technologies Ltd 1220.00%0.02%0.11%Q4 2019Q3 202314
STATE STREET CORP 14140.00%0.01%0.03%Q1 2015Q2 201814
EATON VANCE MANAGEMENT 1040.00%0.00%0.02%Q3 2014Q4 202114
Graypoint LLC 14140.04%0.04%0.06%Q2 2020Q3 202314
Capital Investment Advisors, LLC 14140.16%0.62%1.30%Q1 2015Q2 201814
Brown Advisory Securities, LLC 1220.04%0.11%0.22%Q1 2015Q3 201814
MADISON INVESTMENT HOLDINGS INC 1010.01%0.56%1.16%Q2 2013Q1 201714
Frontier Wealth Management LLC 510.02%0.03%0.04%Q1 2015Q4 201914
Lowe Wealth Advisors, LLC 14140.46%0.49%0.54%Q4 2014Q1 201814
Wealthstreet Investment Advisors, LLC 14140.03%0.22%0.35%Q4 2017Q1 202114
Dynamic Advisor Solutions LLC 14140.05%0.14%0.39%Q1 2015Q2 201814
Valeo Financial Advisors, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
Jacobus Wealth Management, Inc. 14140.37%1.57%2.16%Q2 2014Q3 201714
People's United Financial, Inc. 1210.00%0.36%1.48%Q3 2015Q1 202214
ENTERPRISE FINANCIAL SERVICES CORP 14140.06%0.09%0.16%Q1 2019Q2 202214
BANK OF NOVA SCOTIA 13130.00%0.03%0.11%Q4 2014Q4 201713
Kestra Advisory Services, LLC 13130.02%0.04%0.11%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
SEI INVESTMENTS CO 760.00%0.18%2.06%Q1 2015Q2 201813
Virtu KCG Holdings LLC 1210.01%0.06%0.12%Q4 2013Q2 201713
Bruderman Asset Management, LLC 710.00%0.00%0.01%Q2 2015Q1 201913
NORTHERN TRUST CORP 1210.00%0.00%0.00%Q1 2015Q1 202013
Granite Investment Partners, LLC 1030.04%0.06%0.08%Q2 2018Q3 202113
MEITAV INVESTMENT HOUSE LTD 1110.01%0.02%0.04%Q2 2018Q3 202313
FIRST MANHATTAN CO. LLC. 1210.00%0.00%0.00%Q2 2016Q2 202013
Chanos & Co LP 711.36%2.46%4.12%Q4 2014Q3 202013
Rockefeller Capital Management L.P. 760.00%0.00%0.01%Q1 2019Q4 202213
Quadrant Capital Management, LLC 12121.04%1.74%2.03%Q1 2015Q4 201712
TRUIST FINANCIAL CORP 750.00%0.01%0.01%Q4 2019Q3 202312
GM Advisory Group, LLC 12121.88%3.83%6.61%Q1 2015Q4 201712
FDx Advisors, Inc. 1110.01%0.10%0.84%Q4 2014Q4 201712
Parkside Advisors LLC 12120.10%0.11%0.12%Q1 2021Q4 202312
BROWN ADVISORY INC 710.00%0.00%0.01%Q4 2015Q4 202112
CENTRAL TRUST Co 12120.01%0.05%0.10%Q1 2015Q4 201712
Greytown Advisors Inc. 1020.11%3.76%10.67%Q4 2016Q1 202212
Itau Unibanco Holding S.A. 12120.07%0.86%2.64%Q2 2016Q1 201912
CUMBERLAND ADVISORS INC 12122.44%4.23%6.66%Q2 2014Q1 201712
FORTE CAPITAL LLC /ADV 12120.08%0.11%0.13%Q1 2015Q4 201712
DAVENPORT & Co LLC 620.00%0.01%0.03%Q1 2015Q3 202312
Concorde Asset Management, LLC 710.13%0.20%0.44%Q3 2015Q3 202312
Sigma Planning Corp 12120.02%0.11%0.24%Q1 2015Q4 201712
TRAIN BABCOCK ADVISORS LLC 1110.35%1.56%2.38%Q4 2014Q4 201712
BANQUE PICTET & CIE SA 1110.01%0.04%0.12%Q1 2015Q1 201812
North Star Investment Management Corp. 12120.00%0.00%0.01%Q2 2016Q1 201912
Fieldpoint Private Securities, LLC 12120.01%0.03%0.05%Q1 2017Q4 201912
Independent Portfolio Consultants, Inc. 12120.10%0.20%0.39%Q2 2014Q1 201712
NewEdge Advisors, LLC 620.00%0.02%0.09%Q2 2017Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.04%Q2 2013Q1 201612
Spot Trading L.L.C 550.00%0.03%0.14%Q4 2015Q4 201612
West Financial Advisors, LLC 12120.05%0.11%0.18%Q4 2020Q3 202312
NATIONAL PLANNING CORP 12120.01%0.07%0.20%Q4 2014Q3 201712
Aureus Asset Management, LLC 930.23%0.32%0.40%Q1 2015Q3 201812
Conservest Capital Advisors, Inc. 1111.52%1.98%2.65%Q3 2017Q4 202012
WELCH & FORBES LLC 12120.09%0.11%0.14%Q1 2015Q4 201712
Tradition Wealth Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
WILLIAMS JONES & ASSOCIATES LLC 840.01%0.09%0.55%Q1 2015Q1 201912
Keel Point, LLC 610.00%0.28%1.81%Q2 2017Q4 202112
Ironsides Asset Advisors, LLC 11110.54%1.11%1.78%Q3 2015Q1 201811
MSI Financial Services Inc 1010.00%0.19%0.31%Q2 2013Q4 201611
Richard C. Young & CO., LTD. 11110.52%0.83%1.75%Q1 2015Q3 201711
Essex Financial Services, Inc. 1010.04%0.18%0.43%Q1 2015Q1 201811
Southland Equity Partners LLC 11110.08%0.13%0.24%Q4 2020Q2 202311
Retirement Group, LLC 710.00%0.01%0.03%Q4 2019Q3 202311
Addison Advisors LLC 1010.07%0.11%0.17%Q4 2020Q3 202311
Financial Sense Advisors, Inc. 610.12%0.34%0.76%Q2 2014Q1 201811
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 830.44%1.75%3.30%Q2 2015Q2 201811
Fullerton Fund Management Co Ltd. 650.65%2.00%6.68%Q1 2015Q4 201711
Global Endowment Management, LP 650.11%0.24%0.44%Q1 2014Q3 201811
SII INVESTMENTS INC/WI 11110.02%0.04%0.06%Q1 2015Q3 201711
D.A. DAVIDSON & CO. 1010.00%0.00%0.01%Q1 2015Q2 202011
TWIN FOCUS CAPITAL PARTNERS, LLC 11110.10%0.13%0.17%Q1 2020Q3 202211
Horan Capital Advisors, LLC. 11110.15%6.23%10.62%Q1 2015Q3 201711
Omnia Family Wealth, LLC 11110.12%0.13%0.15%Q4 2016Q2 201911
Kovack Advisors, Inc. 510.06%0.28%1.68%Q4 2014Q4 201811
SeaCrest Wealth Management, LLC 910.02%0.03%0.04%Q4 2017Q2 202211
Integrated Wealth Concepts LLC 920.01%0.14%0.30%Q4 2017Q3 202311
Faithward Advisors, LLC 11110.04%0.08%0.14%Q3 2019Q1 202211
Ascent Wealth Partners, LLC 11110.09%0.98%1.67%Q1 2015Q3 201711
Pinnacle Summer Investments, Inc. 820.00%0.02%0.11%Q2 2013Q4 201510
Partnervest Advisory Services LLC 810.01%0.41%0.78%Q2 2014Q3 201810
KLS Professional Advisors Group, LLC 820.01%0.04%0.07%Q4 2016Q2 201910
Winfield Associates, Inc. 10100.29%0.83%1.53%Q4 2013Q1 201610
HOWARD WEALTH MANAGEMENT, LLC 10100.11%0.28%0.52%Q4 2019Q1 202210
Beacon Capital Management, Inc. 10100.00%0.01%0.02%Q2 2014Q3 201610
Spire Wealth Management 730.00%0.00%0.00%Q1 2021Q3 202310
Gradient Investments LLC 810.00%0.00%0.00%Q2 2015Q1 202310
Capital Planning Advisors, LLC 10100.21%1.17%3.10%Q1 2015Q2 201710
Richard Bernstein Advisors LLC 10100.00%1.47%2.68%Q1 2015Q2 201710
Simplicity Solutions, LLC 910.01%0.14%0.20%Q1 2018Q4 202010
TWO SIGMA SECURITIES, LLC 210.00%0.08%0.47%Q4 2015Q3 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
UNITED BANK 10101.06%6.85%12.70%Q1 2015Q2 201710
SeaBridge Investment Advisors LLC 10100.01%0.72%2.01%Q4 2013Q1 201610
Hilltop Holdings Inc. 810.40%0.46%0.52%Q1 2015Q4 201710
BROWN BROTHERS HARRIMAN & CO 310.00%0.00%0.00%Q3 2015Q3 202210
BANK OF HAWAII 10100.15%0.16%0.18%Q1 2015Q2 201710
M. Kulyk & Associates, LLC 10100.13%0.17%0.21%Q2 2021Q3 202310
SIMON QUICK ADVISORS, LLC 520.00%0.08%0.36%Q4 2016Q3 202110
Zurich Insurance Group Ltd/FI 820.01%0.03%0.06%Q4 2016Q1 202010
Activest Wealth Management 910.09%0.75%1.77%Q1 2021Q3 202310
FLPUTNAM INVESTMENT MANAGEMENT CO 710.02%0.07%0.11%Q3 2015Q3 202110
TRUST CO OF VERMONT 810.00%0.00%0.01%Q2 2016Q3 202010
Global Financial Private Capital, Inc 10100.00%0.49%0.62%Q1 2018Q2 202010
Wealthgate Family Office, LLC 10100.54%2.95%5.53%Q4 2020Q1 202310
Alpha Cubed Investments, LLC 10100.10%0.24%0.99%Q3 2014Q4 201610
INVESTMENT CENTERS OF AMERICA INC 550.03%0.07%0.15%Q1 2015Q3 201710
UBS ASSET MANAGEMENT AMERICAS INC 10100.00%0.00%0.00%Q2 2017Q3 201910
FULTON BANK, N.A. 10100.02%0.06%0.08%Q3 2015Q4 201710
WFG Advisors, LP 10100.04%0.07%0.10%Q1 2015Q2 201710
Prospera Financial Services Inc 410.00%0.07%0.20%Q1 2015Q3 202310
Kingsview Wealth Management, LLC 630.01%0.02%0.05%Q2 2021Q3 20239
COLDSTREAM CAPITAL MANAGEMENT INC 810.01%0.46%1.28%Q1 2015Q4 20219
Perigon Wealth Management, LLC 810.01%0.01%0.02%Q2 2016Q4 20209
BBR PARTNERS, LLC 710.03%0.07%0.24%Q2 2015Q1 20219
NORTHERN CAPITAL MANAGEMENT LLC 990.23%1.01%1.91%Q2 2014Q2 20169
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 990.01%0.02%0.09%Q4 2015Q4 20179
Newport Wealth Strategies, Inc. 990.36%0.55%0.88%Q4 2017Q4 20199
Advocacy Wealth Management Services, LLC 630.00%0.10%0.52%Q4 2015Q1 20189
TRUEWEALTH LLC 990.02%0.03%0.03%Q2 2018Q2 20209
Phoenix Holdings Ltd. 420.01%0.01%0.01%Q3 2019Q1 20229
HIGH POINT BANK & TRUST CO 990.01%1.59%2.52%Q3 2014Q3 20169
Banco de Sabadell, S.A 990.07%0.10%0.14%Q4 2017Q4 20199
MUFG Americas Holdings Corp 810.00%0.00%0.01%Q1 2018Q3 20229
MAKENA CAPITAL MANAGEMENT LLC 990.11%0.15%0.24%Q2 2015Q2 20179
CORRADO ADVISORS, LLC 990.20%0.38%0.60%Q4 2016Q4 20189
Ranch Capital Advisors Inc. 990.05%0.18%0.62%Q3 2019Q3 20219
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 810.02%1.89%3.01%Q2 2015Q4 20179
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 990.01%0.89%1.78%Q3 2013Q3 20159
SUMITOMO MITSUI FINANCIAL GROUP, INC. 990.02%0.06%0.10%Q4 2016Q4 20189
Grove Bank & Trust 990.06%1.60%4.00%Q4 2015Q4 20179
WHITTIER TRUST CO OF NEVADA INC 990.02%0.15%0.22%Q2 2014Q2 20169
FOUNDERS FINANCIAL SECURITIES LLC 610.06%0.76%3.09%Q4 2014Q2 20219
PITCAIRN CO 990.07%0.13%0.16%Q4 2017Q4 20199
MOODY LYNN & LIEBERSON, LLC 720.03%0.39%1.51%Q1 2015Q3 20189
COLONY GROUP LLC 990.02%0.04%0.06%Q3 2014Q3 20169
GUGGENHEIM CAPITAL LLC 990.00%0.02%0.05%Q1 2015Q1 20179
E&G Advisors, LP 990.32%1.59%2.92%Q4 2013Q4 20159
Snowden Capital Advisors LLC 310.00%0.07%0.18%Q1 2016Q4 20219
FLAGSTAR ADVISORS INC 990.36%0.49%0.65%Q3 2021Q3 20239
Beacon Pointe Advisors, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Clearstead Advisors, LLC 810.00%0.00%0.01%Q1 2020Q3 20239
MATHER GROUP, LLC. 710.01%5.11%9.48%Q3 2014Q4 20198
Endurance Wealth Management, Inc. 880.00%0.00%0.00%Q1 2016Q4 20178
ROPES WEALTH ADVISORS LLC 880.07%0.11%0.13%Q2 2015Q1 20178
Evercore Wealth Management, LLC 420.00%0.01%0.01%Q4 2013Q3 20188
Pointe Capital Management LLC 880.13%0.35%1.44%Q1 2015Q4 20168
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Circle Wealth Management, LLC 880.12%0.47%1.10%Q4 2016Q3 20188
J.Safra Asset Management Corp 410.33%2.38%4.42%Q2 2016Q3 20218
Community Bank, N.A. 880.00%0.00%0.00%Q4 2017Q3 20198
BANCORPSOUTH INC 880.07%0.08%0.08%Q4 2015Q3 20178
Evolution Wealth Advisors, LLC 510.01%0.45%3.40%Q4 2018Q3 20218
FOSTER DYKEMA CABOT & CO INC/MA 710.04%0.09%0.11%Q4 2014Q1 20178
EverSource Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Barnett & Company, Inc. 880.03%0.23%0.41%Q3 2015Q2 20178
CENTAURUS FINANCIAL, INC. 440.03%0.09%0.23%Q4 2017Q4 20198
Price Wealth, LLC 880.02%0.02%0.02%Q2 2018Q1 20208
9258 Wealth Management, LLC 880.08%0.14%0.20%Q4 2018Q3 20208
New Legacy Group, LLC 880.31%2.76%4.68%Q4 2021Q3 20238
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.03%0.13%0.27%Q1 2015Q1 20188
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
GREENWOOD CAPITAL ASSOCIATES LLC 530.25%1.17%2.20%Q1 2014Q1 20168
PacWest Financial Management Inc 882.53%2.94%4.32%Q1 2015Q4 20168
STEEL GROVE CAPITAL ADVISORS, LLC 710.04%2.50%7.49%Q1 2015Q1 20178
Patriot Financial Group Insurance Agency, LLC 440.00%0.02%0.05%Q2 2019Q1 20228
Astor Investment Management LLC 882.40%2.56%2.78%Q1 2018Q4 20198
Premia Global Advisors, LLC 880.52%1.91%4.53%Q4 2017Q3 20198
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 884.90%11.01%24.52%Q2 2015Q1 20178
DHK Financial Advisors, Inc. 880.58%0.78%0.99%Q4 2021Q3 20238
Corient Capital Partners, LLC 530.04%0.08%0.11%Q3 2016Q3 20188
BAHL & GAYNOR INC 880.00%0.00%0.01%Q2 2017Q1 20198
MMBG INVESTMENT ADVISORS CO. 880.22%0.25%0.28%Q4 2021Q3 20238
CHOREO, LLC 880.05%0.06%0.08%Q4 2015Q3 20178
NewSquare Capital LLC 620.00%0.03%0.08%Q1 2015Q4 20178
SCHRODER INVESTMENT MANAGEMENT GROUP 510.00%0.00%0.00%Q2 2015Q3 20208
NEW VERNON INVESTMENT MANAGEMENT LLC 884.88%5.64%6.28%Q4 2016Q3 20188
Lenox Wealth Advisors, LLC 710.00%0.02%0.03%Q4 2015Q3 20208
BAIRD ROBERT W & CO INC /WI/ 880.01%0.04%0.14%Q2 2013Q1 20158
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.10%0.25%Q4 2014Q3 20178
BlackRock Investment Management, LLC 710.00%0.00%0.00%Q4 2014Q4 20168
Edge Capital Group, LLC 770.31%0.45%0.72%Q4 2018Q2 20207
Edge Advisors, LLC 770.44%0.56%0.69%Q4 2016Q2 20187
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 770.02%1.95%4.31%Q2 2015Q4 20167
PRIO WEALTH LIMITED PARTNERSHIP 610.01%0.04%0.06%Q4 2014Q4 20197
Robertson Stephens Wealth Management, LLC 610.02%0.23%1.17%Q3 2020Q3 20237
Venturi Wealth Management, LLC 770.05%0.46%1.80%Q4 2015Q2 20177
Delek Group, Ltd. 770.01%0.06%0.09%Q4 2017Q2 20197
Arete Wealth Advisors, LLC 520.02%0.03%0.07%Q4 2021Q3 20237
Barrington Strategic Wealth Management Group LLC 610.36%2.61%3.40%Q4 2014Q3 20177
Integrated Wealth Management 770.04%0.07%0.08%Q1 2015Q3 20167
THOMPSON DAVIS & CO., INC. 770.01%0.02%0.02%Q1 2015Q3 20167
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
First Personal Financial Services 770.05%0.06%0.11%Q2 2016Q4 20177
Berman Capital Advisors, LLC 770.01%0.43%2.20%Q4 2017Q2 20197
Compagnie Lombard Odier SCmA 770.00%0.01%0.02%Q4 2015Q2 20177
Beaumont Financial Partners, LLC 310.03%0.65%2.06%Q2 2015Q3 20187
Cornerstone Advisory, LLC 610.01%0.12%0.18%Q3 2016Q4 20217
Joel Isaacson & Co., LLC 770.04%0.04%0.05%Q1 2015Q3 20167
WealthPLAN Partners, LLC 210.00%0.01%0.02%Q1 2015Q2 20237
Ironwood Financial, llc 770.00%0.00%0.00%Q2 2018Q4 20197
Neuberger Berman Group LLC 770.00%0.01%0.01%Q4 2014Q2 20167
Bay Harbor Wealth Management, LLC 770.00%0.18%0.26%Q4 2018Q2 20207
NOMURA HOLDINGS INC 310.00%0.00%0.01%Q3 2013Q1 20187
Brightworth 770.06%0.25%0.56%Q4 2016Q2 20187
LVM CAPITAL MANAGEMENT LTD/MI 770.09%2.14%3.26%Q3 2014Q1 20167
Clear Perspective Advisors, LLC 770.02%0.03%0.04%Q4 2016Q2 20187
CRA Financial Services, LLC 770.11%0.19%0.27%Q4 2018Q2 20207
Capital Advisors, Ltd. LLC 770.05%0.08%0.14%Q1 2015Q3 20167
COUNTRY CLUB BANK /GFN 770.08%0.10%0.12%Q1 2022Q3 20237
20/20 Capital Management, Inc. 770.16%1.19%2.62%Q4 2019Q2 20217
FIRST NATIONAL TRUST CO 770.05%0.09%0.15%Q3 2015Q1 20177
Arkadios Wealth Advisors 430.00%0.01%0.02%Q4 2019Q3 20217
Sunbelt Securities, Inc. 320.00%0.10%0.22%Q3 2017Q3 20237
Ancora Advisors LLC 610.00%0.06%0.11%Q1 2015Q4 20167
BECK CAPITAL MANAGEMENT, LLC 320.66%1.44%2.01%Q4 2013Q1 20167
LBA Wealth Management, LLC 770.08%2.54%4.48%Q3 2015Q1 20177
Argentus Capital Management, LLC 770.02%0.30%0.90%Q1 2015Q3 20167
Rothschild Capital Partners, LLC 321.74%3.14%4.57%Q1 2015Q3 20207
Delos Wealth Advisors, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Renaissance Technologies 310.00%0.00%0.00%Q2 2018Q4 20217
ADELL HARRIMAN & CARPENTER INC 770.06%0.13%0.21%Q1 2015Q3 20167
Haverford Trust Co 770.03%0.04%0.04%Q1 2015Q3 20167
Blue Edge Capital, LLC 772.24%4.06%6.06%Q4 2013Q2 20157
YorkBridge Wealth Partners, LLC 770.02%0.08%0.14%Q4 2016Q2 20187
Highmount Capital, LLC 773.77%4.17%4.41%Q3 2013Q1 20157
Stadion Money Management, LLC 770.04%0.39%0.95%Q2 2014Q4 20157
United Asset Strategies, Inc. 520.30%0.63%1.20%Q1 2015Q4 20197
Canal Capital Management, LLC 770.36%0.52%0.65%Q1 2016Q3 20177
Bartlett & Co. LLC 410.00%0.00%0.00%Q2 2013Q4 20207
Ausdal Financial Partners, Inc. 310.06%0.10%0.16%Q4 2015Q4 20196
Almanack Investment Partners, LLC. 663.32%6.82%11.66%Q4 2016Q1 20186
WHALEROCK POINT PARTNERS, LLC 510.09%0.25%0.46%Q1 2015Q3 20166
Strategic Investment Advisors / MI 660.38%0.47%0.52%Q4 2018Q1 20206
Garde Capital, Inc. 660.06%0.08%0.08%Q2 2015Q3 20166
PROVENCE WEALTH MANAGEMENT GROUP 510.08%0.27%0.36%Q4 2021Q3 20236
Bellecapital International Ltd. 210.20%0.28%0.48%Q1 2014Q2 20176
Manifold Partners, LLC 661.22%4.09%5.85%Q3 2014Q4 20156
ARS Investment Partners, LLC 660.20%0.21%0.25%Q4 2016Q1 20186
NWAM LLC 660.11%0.16%0.27%Q3 2020Q4 20216
HENGEHOLD CAPITAL MANAGEMENT LLC 660.09%0.15%0.20%Q4 2015Q1 20176
COWEN INC. 420.78%1.52%2.89%Q2 2015Q4 20166
Eudaimonia Partners, LLC 660.01%0.01%0.04%Q4 2019Q1 20216
Equitable Holdings, Inc. 310.00%0.02%0.03%Q4 2019Q3 20236
MANAGED ACCOUNT ADVISORS LLC 660.00%0.11%0.39%Q1 2014Q2 20156
Next Level Private LLC 220.19%0.21%0.26%Q4 2021Q3 20236
UBS AG 660.00%0.05%0.12%Q2 2013Q3 20146
WASHINGTON TRUST BANK 510.01%0.01%0.01%Q2 2015Q3 20176
Vestmark Advisory Solutions, Inc. 330.01%0.03%0.06%Q1 2019Q4 20216
Cable Hill Partners, LLC 660.00%0.01%0.02%Q2 2016Q3 20176
NEW ENGLAND SECURITIES CORP /MA/ 660.00%0.04%0.17%Q3 2013Q4 20146
CONNABLE OFFICE INC 664.40%5.36%6.42%Q2 2014Q3 20156
Spruce Investment Advisors LLC 660.28%1.40%3.94%Q1 2015Q2 20166
TOCQUEVILLE ASSET MANAGEMENT L.P. 660.01%0.02%0.03%Q4 2014Q1 20166
Cresset Asset Management, LLC 660.01%0.01%0.03%Q4 2018Q1 20206
IBERIABANK CORP 660.06%0.08%0.16%Q4 2016Q1 20186
Outlook Wealth Advisors, LLC 660.50%0.65%0.72%Q4 2018Q1 20206
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 510.00%0.00%0.00%Q2 2015Q1 20186
PAYDEN & RYGEL 220.01%0.26%0.42%Q4 2013Q4 20156
Mengis Capital Management, Inc. 660.22%0.27%0.31%Q1 2015Q2 20166
NATIXIS 660.01%0.01%0.01%Q3 2015Q4 20166
Meridian Wealth Management, LLC 660.03%0.04%0.04%Q2 2022Q3 20236
Kingfisher Capital LLC 661.08%1.82%2.50%Q4 2014Q1 20166
Seelaus Asset Management LLC 660.24%0.25%0.25%Q4 2017Q1 20196
REGIONS FINANCIAL CORP 660.00%0.00%0.01%Q4 2017Q1 20196
SVB WEALTH LLC 510.00%0.00%0.01%Q3 2019Q2 20216
Insight Wealth Strategies, LLC 310.03%0.04%0.05%Q2 2019Q3 20216
JNBA Financial Advisors 510.00%0.00%0.01%Q3 2016Q1 20206
Overbrook Management Corp 660.05%0.06%0.07%Q2 2015Q3 20166
DELTEC ASSET MANAGEMENT LLC 660.58%0.86%1.24%Q4 2016Q1 20186
ASPIRIANT, LLC 310.03%0.28%1.20%Q1 2014Q2 20176
Azimuth Capital Investment Management LLC 660.22%0.27%0.35%Q2 2022Q3 20236
Wealthspire Advisors, L.P. 510.01%0.01%0.01%Q4 2015Q3 20186
Institute for Wealth Management, LLC. 510.03%3.45%5.36%Q4 2014Q4 20196
Madden Advisory Services, Inc. 310.01%0.02%0.02%Q2 2014Q1 20176
BOKF, NA 210.00%0.02%0.04%Q4 2013Q3 20176
Aspire Private Capital, LLC 660.30%0.32%0.35%Q4 2018Q1 20206
1834 INVESTMENT ADVISORS CO 660.13%0.49%0.92%Q2 2014Q3 20156
Sierra Capital LLC 660.01%0.01%0.01%Q1 2021Q2 20226
TPG Financial Advisors, LLC 662.76%3.12%3.45%Q4 2018Q1 20206
WEST PACES ADVISORS INC. 550.00%0.00%0.00%Q4 2016Q4 20175
Calvert Investment Management, Inc. 550.09%0.11%0.13%Q2 2015Q2 20165
SPINNAKER TRUST 550.05%2.71%3.93%Q3 2014Q3 20155
OneDigital Investment Advisors LLC 550.00%0.00%0.00%Q2 2017Q2 20185
Select Asset Management & Trust 550.82%2.90%5.18%Q2 2014Q2 20155
CSM Advisors, LLC 550.12%0.13%0.13%Q3 2022Q3 20235
DG CAPITAL MANAGEMENT INC 320.18%0.30%0.38%Q2 2015Q3 20165
GOFEN & GLOSSBERG LLC /IL/ 310.01%0.01%0.01%Q3 2017Q4 20215
Rehmann Capital Advisory Group 320.00%0.00%0.00%Q1 2018Q2 20195
Founders Financial Alliance, LLC 410.01%0.01%0.01%Q3 2020Q4 20215
MILLIE CAPITAL MANAGEMENT, LLC 552.35%3.24%4.67%Q1 2015Q1 20165
KORNITZER CAPITAL MANAGEMENT INC /KS 550.01%0.02%0.02%Q4 2014Q4 20155
NovaPoint Capital, LLC 550.14%0.18%0.23%Q4 2019Q4 20205
B. Riley Wealth Advisors, Inc. 410.00%0.09%0.17%Q4 2014Q1 20165
SHEETS SMITH WEALTH MANAGEMENT 550.06%0.24%0.39%Q4 2014Q4 20155
Larson Financial Group LLC 550.00%0.00%0.00%Q4 2019Q4 20205
MID CONTINENT CAPITAL LLC/IL 320.32%0.55%0.78%Q2 2014Q3 20155
CREDIT AGRICOLE S A 410.00%0.01%0.06%Q1 2015Q4 20195
Tillar-Wenstrup Advisors, LLC 551.57%2.46%3.32%Q1 2015Q1 20165
FNY Managed Accounts LLC 210.00%0.06%0.16%Q2 2015Q1 20175
NEW YORK STATE COMMON RETIREMENT FUND 550.01%0.04%0.07%Q4 2014Q4 20155
QUANTRES ASSET MANAGEMENT Ltd 320.36%0.67%1.34%Q1 2015Q2 20175
ALLIANCEBERNSTEIN L.P. 410.00%0.02%0.05%Q1 2015Q4 20175
MURPHY CAPITAL MANAGEMENT INC 410.03%1.06%1.48%Q1 2015Q4 20195
Private Wealth Advisors, LLC 550.20%0.41%0.50%Q4 2018Q4 20195
EDMOND DE ROTHSCHILD (SUISSE) S.A. 550.01%0.03%0.10%Q3 2015Q3 20165
State of New Jersey Common Pension Fund D 550.39%0.65%0.88%Q2 2015Q2 20165
ALBION FINANCIAL GROUP /UT 550.23%0.31%0.42%Q1 2015Q1 20165
ASPIRIANT HOLDINGS S3, LLC 550.36%1.83%2.80%Q4 2014Q4 20155
ABERDEEN ASSET MANAGEMENT PLC/UK 410.00%0.01%0.01%Q4 2014Q2 20175
One Capital Management, LLC 550.06%0.40%0.54%Q1 2015Q1 20165
Edgemoor Investment Advisors, Inc. 550.48%0.66%0.90%Q2 2015Q2 20165
BEACON TRUST CO 550.38%0.44%0.48%Q1 2015Q1 20165
Ameritas Investment Company, LLC 210.00%0.02%0.06%Q4 2018Q1 20215
PRINCETON CAPITAL MANAGEMENT LLC 320.05%0.12%0.22%Q1 2015Q3 20185
EMERSON INVESTMENT MANAGEMENT, LLC 553.72%4.07%4.62%Q1 2015Q1 20165
Banque Cantonale Vaudoise 550.00%0.01%0.01%Q1 2022Q1 20235
Mascoma Wealth Management LLC 550.01%0.01%0.01%Q4 2017Q4 20185
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.04%Q4 2016Q4 20175
UNITED BANK, INC. 550.10%0.32%0.57%Q1 2015Q1 20165
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.05%0.14%Q1 2015Q1 20235
BAROMETER CAPITAL MANAGEMENT INC. 310.17%0.32%0.53%Q1 2015Q3 20195
KEYBANK NATIONAL ASSOCIATION/OH 410.00%0.01%0.02%Q2 2015Q2 20175
B. Riley Wealth Management, Inc. 550.08%0.11%0.14%Q2 2014Q2 20155
Nan Shan Life Insurance Co., Ltd. 320.03%0.50%1.73%Q1 2015Q3 20165
Total Clarity Wealth Management, Inc. 210.01%0.06%0.26%Q4 2019Q2 20225
Barrett Asset Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Turim 21 Investimentos Ltda. 550.00%0.11%0.21%Q3 2017Q3 20185
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Cornerstone Financial Partners, LLC 320.23%3.20%7.98%Q4 2015Q4 20175
MV CAPITAL MANAGEMENT, INC. 310.00%0.00%0.00%Q2 2017Q2 20204
Roble, Belko & Company, Inc 310.01%0.01%0.01%Q1 2016Q2 20174
LVW Advisors, LLC 440.55%0.63%0.68%Q1 2015Q4 20154
CADENCE BANK NA 440.14%0.16%0.17%Q1 2015Q4 20154
Weiss Multi-Strategy Advisers LLC 220.06%0.10%0.14%Q4 2014Q4 20154
Cadence Bank 440.07%0.07%0.08%Q4 2017Q3 20184
Prime Capital Investment Advisors, LLC 210.00%0.01%0.02%Q2 2018Q3 20234
XPONANCE, INC. 221.92%11.32%18.53%Q4 2014Q4 20154
Belmont Global Advisors, Inc. 442.72%3.68%5.57%Q1 2015Q4 20154
Sarasin & Partners LLP 440.03%0.04%0.05%Q1 2015Q4 20154
Rice Partnership, LLC 442.53%2.61%2.68%Q4 2017Q3 20184
Montecito Bank & Trust 110.03%0.42%0.81%Q1 2016Q4 20174
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.04%0.04%0.05%Q3 2017Q2 20184
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.04%0.08%Q4 2020Q2 20234
BRINKER CAPITAL INC 440.28%2.04%4.43%Q3 2015Q2 20164
Capital Analysts, LLC 440.03%0.04%0.04%Q1 2015Q4 20154
TORONTO DOMINION BANK 330.00%0.00%0.00%Q2 2015Q4 20154
Gupta Wealth Management LLC 440.00%0.01%0.01%Q2 2015Q1 20164
55I, LLC 310.01%0.11%0.43%Q3 2020Q3 20224
McIlrath & Eck, LLC 440.02%0.02%0.02%Q4 2017Q3 20184
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Financial Advocates Investment Management 440.06%0.09%0.13%Q4 2017Q3 20184
Placemark Investments, Inc. 310.02%0.10%0.22%Q2 2013Q4 20144
RETIREMENT FINANCIAL SOLUTIONS, LLC 442.23%2.41%2.63%Q4 2022Q3 20234
COMERICA BANK 310.00%0.00%0.01%Q2 2015Q3 20234
Plante Moran Financial Advisors, LLC 210.01%0.03%0.04%Q1 2015Q4 20164
Hoxton Financial, Inc. 443.69%4.07%4.29%Q2 2015Q1 20164
Ford Financial Group, LLC 210.00%0.08%0.16%Q4 2017Q4 20214
BFSG, LLC 442.30%2.51%2.63%Q1 2017Q4 20174
JCIC Asset Management Inc. 440.00%0.00%0.01%Q3 2014Q2 20154
BOSTON ADVISORS LLC 440.01%0.02%0.03%Q1 2015Q4 20154
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Klingman & Associates, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Hudson Bay Capital Management LP 220.06%0.15%0.30%Q3 2015Q4 20174
Blue Trust, Inc. 440.00%0.00%0.00%Q2 2022Q1 20234
Golden State Wealth Management, LLC 310.00%0.01%0.02%Q1 2019Q1 20204
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
Armor Investment Advisors, LLC 440.12%0.21%0.25%Q4 2016Q3 20174
Harborview Advisors, LLC 440.22%0.30%0.37%Q4 2017Q3 20184
Linscomb & Williams, Inc. 443.37%3.61%3.73%Q1 2015Q4 20154
NOMURA ASSET MANAGEMENT CO LTD 210.00%0.01%0.01%Q3 2020Q4 20214
RFG Advisory, LLC 220.11%0.72%1.46%Q1 2015Q1 20164
CANANDAIGUA NATIONAL BANK & TRUST CO 440.03%0.04%0.06%Q2 2017Q1 20184
ROCKEFELLER FINANCIAL SERVICES INC 440.00%0.00%0.02%Q3 2015Q2 20164
Baker Avenue Asset Management, LP 440.17%0.90%1.62%Q1 2015Q4 20154
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.00%0.05%0.10%Q4 2017Q3 20184
Waverly Advisors, LLC 310.01%0.03%0.04%Q2 2014Q3 20154
Orgel Wealth Management, LLC 440.23%12.45%22.64%Q4 2015Q3 20164
Taylor Wealth Management Partners 443.94%4.59%5.64%Q1 2015Q4 20154
RAMSEY ASSET MANAGEMENT 446.22%11.09%13.80%Q4 2015Q3 20164
Concert Wealth Management Inc. 220.12%0.19%0.26%Q1 2015Q1 20164
Mariner Wealth Advisors-Cincinnati, LLC 440.02%1.02%3.96%Q4 2015Q3 20164
UNITED CAPITAL FINANCIAL ADVISORS, LLC 440.00%0.08%0.11%Q4 2014Q3 20154
MORGENS WATERFALL VINTIADIS & CO INC 210.25%0.56%0.71%Q1 2015Q4 20174
SFMG, LLC 444.55%4.71%5.02%Q3 2017Q2 20184
Palo Capital, Inc. 220.09%0.65%1.95%Q4 2014Q2 20184
TCI Wealth Advisors, Inc. 310.00%0.11%0.15%Q2 2015Q1 20174
RiverGlades Family Offices LLC 440.26%0.27%0.29%Q4 2017Q3 20184
Stelac Advisory Services LLC 310.03%0.08%0.22%Q4 2016Q2 20184
US FINANCIAL ADVISORS, LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
SIMMONS FIRST TRUST CO NA 310.12%0.20%0.41%Q4 2014Q4 20154
Winch Advisory Services, LLC 440.00%0.02%0.06%Q1 2015Q4 20154
LEVEL FOUR ADVISORY SERVICES, LLC 440.07%0.09%0.12%Q1 2017Q4 20174
Regent Investment Management LLC 210.20%0.27%0.33%Q1 2017Q2 20194
Sharper & Granite LLC 441.92%2.04%2.16%Q4 2022Q3 20234
Quintium Advisors, LLC 441.08%1.38%1.64%Q1 2015Q4 20154
Veritable, L.P. 210.00%0.01%0.02%Q4 2013Q4 20164
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Trexquant Investment LP 440.02%0.09%0.15%Q4 2019Q3 20204
COBIZ WEALTH, LLC 440.40%0.53%0.68%Q1 2015Q4 20154
Gemmer Asset Management LLC 440.00%0.00%0.00%Q2 2015Q1 20164
STRINGER ASSET MANAGEMENT, LLC 335.53%7.20%10.47%Q3 2014Q1 20153
WESTPORT RESOURCES MANAGEMENT INC 330.08%0.10%0.11%Q1 2015Q3 20153
JS Capital Management LLC 330.18%0.55%0.84%Q1 2015Q3 20153
McAdam, LLC 330.00%0.00%0.01%Q1 2018Q3 20183
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
FIRST FOUNDATION ADVISORS 330.01%0.01%0.01%Q1 2017Q3 20173
LOEB PARTNERS CORP 330.27%0.29%0.30%Q1 2015Q3 20153
JABODON PT CO 3310.99%17.57%26.77%Q4 2017Q2 20183
Kavar Capital Partners, LLC 330.00%0.00%0.00%Q2 2015Q4 20153
WealthShield Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
WEST CHESTER CAPITAL ADVISORS, INC 211.66%3.42%4.72%Q1 2015Q4 20153
Voya Financial Advisors, Inc. 330.11%0.36%0.82%Q1 2015Q3 20153
Baltimore-Washington Financial Advisors, Inc. 330.00%0.02%0.05%Q1 2015Q3 20153
Portfolio Strategies, Inc. 210.01%0.88%2.61%Q4 2017Q1 20233
London & Capital Asset Management Ltd 330.04%0.04%0.06%Q4 2018Q2 20193
FIRST NEW YORK SECURITIES LLC /NY 210.09%0.13%0.16%Q2 2013Q4 20163
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Horizon Investments, LLC 210.27%3.40%5.11%Q4 2014Q3 20153
INVESTMENT HOUSE LLC 210.05%0.07%0.09%Q4 2014Q3 20153
Lake Point Wealth Management 330.00%0.08%0.25%Q4 2018Q2 20193
HRT FINANCIAL LP 110.00%0.30%0.46%Q3 2016Q2 20233
Rex Capital Advisors, LLC 210.52%1.52%3.51%Q1 2015Q2 20163
DUBUQUE BANK & TRUST CO 330.01%0.02%0.02%Q3 2013Q1 20143
Beacon Capital Management, LLC 210.00%0.00%0.00%Q1 2022Q4 20223
PagnatoKarp Partners LLC 330.05%0.06%0.06%Q2 2019Q4 20193
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
Chicago Partners Investment Group LLC 330.00%0.00%0.00%Q1 2018Q3 20183
MGO ONE SEVEN LLC 210.01%0.10%0.15%Q4 2017Q4 20183
OLD SECOND NATIONAL BANK OF AURORA 210.00%0.00%0.00%Q3 2020Q4 20213
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
ARROW FINANCIAL CORP 330.00%0.01%0.02%Q2 2015Q4 20153
TURNER INVESTMENTS LLC 330.09%0.14%0.22%Q1 2015Q3 20153
Resurgent Financial Advisors LLC 330.11%0.11%0.11%Q1 2023Q3 20233
Sandy Spring Bank 210.00%0.00%0.00%Q3 2016Q2 20173
Stillwater Capital Advisors, LLC 330.13%0.13%0.13%Q4 2015Q2 20163
Stockman Wealth Management, Inc. 330.14%0.20%0.31%Q3 2016Q1 20173
SHAKER INVESTMENTS LLC/OH 330.21%0.22%0.22%Q1 2015Q3 20153
JAMES INVESTMENT RESEARCH INC 330.00%0.00%0.00%Q3 2013Q1 20143
Simmons Bank 330.11%0.17%0.31%Q2 2017Q4 20173
Global Trust Asset Management, LLC 110.00%0.16%0.33%Q4 2017Q3 20213
Fiduciary Alliance LLC 330.32%0.34%0.37%Q1 2023Q3 20233
Constellation Wealth Advisors, LLC 330.03%0.13%0.20%Q1 2015Q3 20153
Convergent Wealth Advisors 330.06%0.21%0.30%Q1 2015Q3 20153
SevenBridge Financial Group, LLC 330.01%0.06%0.16%Q2 2016Q4 20163
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 332.52%4.28%5.32%Q2 2016Q4 20163
Hall Kathryn A. 332.53%2.64%2.71%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.06%0.07%0.07%Q4 2017Q2 20183
Accuvest Global Advisors 333.23%3.84%4.84%Q4 2014Q2 20153
Stanford Investment Group, Inc. 330.09%0.10%0.10%Q2 2016Q4 20163
Friedenthal Financial 213.86%4.55%5.71%Q1 2015Q2 20173
Pinnacle Wealth Management Advisory Group, LLC 210.22%0.25%0.27%Q4 2014Q4 20153
EAGLE GLOBAL ADVISORS LLC 330.01%0.01%0.01%Q2 2015Q4 20153
Waldron Private Wealth LLC 330.12%0.19%0.22%Q3 2015Q1 20163
Mandatum Life Insurance Co Ltd 330.04%0.04%0.05%Q4 2015Q2 20163
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Jump Trading, LLC 110.00%0.01%0.01%Q2 2015Q2 20153
Raleigh Capital Management Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Ballew Advisors, Inc 330.03%0.03%0.04%Q1 2018Q3 20183
Procyon Advisors, LLC 330.05%0.08%0.14%Q4 2019Q2 20203
Sowell Financial Services LLC 330.04%0.09%0.15%Q3 2019Q1 20203
SouthState Corp 330.15%0.34%0.49%Q1 2015Q3 20153
NWI MANAGEMENT LP 332.64%5.42%8.44%Q2 2015Q4 20153
VSR Financial Services, Inc. 210.10%0.31%0.60%Q3 2013Q1 20153
Simply Money Advisors 332.72%2.89%3.03%Q1 2015Q3 20153
CLEAR STREET MARKETS LLC 210.05%0.08%0.12%Q4 2017Q3 20183
BESSEMER SECURITIES LLC 337.87%11.14%12.90%Q1 2015Q3 20153
EMFO, LLC 330.22%0.23%0.23%Q1 2023Q3 20233
CPWM, LLC 330.05%0.05%0.05%Q3 2015Q1 20163
Argent Trust Co 330.15%0.16%0.17%Q1 2015Q3 20153
Essex Savings Bank 330.04%0.05%0.06%Q4 2018Q2 20193
MONTAG A & ASSOCIATES INC 330.07%0.09%0.10%Q4 2014Q2 20153
Strategic Capital Alternatives LLC 330.00%0.46%0.69%Q1 2015Q3 20153
CITY NATIONAL BANK 330.09%0.09%0.10%Q1 2015Q3 20153
Castleview Partners, LLC 110.00%0.24%0.70%Q1 2018Q4 20213
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 330.12%0.12%0.13%Q2 2017Q4 20173
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2014Q1 20153
GLG Partners LP 110.27%0.52%0.98%Q2 2015Q2 20163
HORIZON FINANCIAL SERVICES, LLC 330.03%0.03%0.03%Q3 2020Q1 20213
HBK Sorce Advisory LLC 210.06%0.10%0.14%Q1 2015Q1 20163
Karp Capital Management Corp 331.12%1.54%2.33%Q1 2022Q3 20223
New England Investment & Retirement Group, Inc. 334.20%5.55%6.40%Q1 2015Q3 20153
WEXFORD CAPITAL LP 330.09%0.11%0.14%Q4 2016Q2 20173
Aris Wealth Services, Inc. 330.05%0.07%0.11%Q1 2015Q3 20153
New Vernon Capital Holdings II LLC 330.55%0.90%1.42%Q4 2016Q2 20173
Certified Advisory Corp 330.00%0.00%0.00%Q4 2017Q2 20183
STRATEGIC INVESTMENT MANAGEMENT, LLC 330.08%0.11%0.16%Q2 2015Q4 20153
Poehling Capital Management, INC. 330.00%0.00%0.00%Q4 2017Q2 20183
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
CLEARARC CAPITAL INC 220.08%0.09%0.09%Q1 2015Q2 20152
American Financial Network Advisory Services LLC 220.03%0.03%0.04%Q3 2017Q4 20172
HIGHLAND CAPITAL MANAGEMENT LP 220.25%0.36%0.47%Q1 2015Q2 20152
RWA WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
HANCOCK WHITNEY CORP 220.04%0.04%0.04%Q1 2015Q2 20152
NEWLAND CAPITAL MANAGEMENT, LLC 221.87%1.95%2.04%Q1 2015Q2 20152
IEQ CAPITAL, LLC 220.28%0.40%0.52%Q4 2019Q1 20202
Spectrum Management Group, LLC 225.20%5.31%5.42%Q1 2015Q2 20152
Regal Investment Advisors LLC 110.00%0.00%0.00%Q1 2015Q3 20152
3EDGE Asset Management, LP 220.08%0.08%0.08%Q1 2021Q2 20212
Truvestments Capital LLC 220.29%0.34%0.40%Q2 2018Q3 20182
Telemetry Investments, L.L.C. 221.52%1.72%1.92%Q3 2015Q4 20152
ProVise Management Group, LLC 220.05%0.05%0.06%Q3 2015Q4 20152
NewFocus Financial Group, LLC 226.85%6.90%6.95%Q1 2015Q2 20152
Avior Wealth Management, LLC 220.01%0.01%0.01%Q1 2016Q2 20162
Bell Bank 221.79%1.87%1.95%Q2 2015Q3 20152
MARSHALL WACE, LLP 110.00%0.00%0.00%Q2 2019Q3 20202
Financial Services Advisory Inc 221.08%1.08%1.09%Q3 2021Q4 20212
CAHILL FINANCIAL ADVISORS INC 220.20%0.20%0.20%Q1 2015Q2 20152
TD ASSET MANAGEMENT INC 220.04%0.08%0.11%Q4 2015Q1 20162
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.01%0.01%0.01%Q4 2019Q1 20202
Arlington Partners LLC 220.02%0.03%0.03%Q1 2020Q2 20202
IFG Advisory, LLC 220.05%0.05%0.06%Q1 2018Q2 20182
Detwiler Fenton Investment Management LLC 220.63%1.38%2.14%Q1 2015Q2 20152
Herold Advisors, Inc. 110.05%0.05%0.05%Q3 2021Q1 20222
Sunesis Advisors, LLC 110.92%0.95%0.97%Q1 2023Q3 20232
KANALY TRUST CO 220.04%0.05%0.05%Q2 2015Q3 20152
HB Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
F3Logic, LLC 220.07%0.07%0.07%Q4 2018Q1 20192
INGALLS & SNYDER LLC 220.02%0.02%0.02%Q2 2016Q3 20162
ALESCO ADVISORS LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Sargent Bickham Lagudis LLC 110.00%0.01%0.01%Q1 2016Q4 20192
GeoWealth Management, LLC 220.99%1.08%1.17%Q4 2019Q1 20202
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20212
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q2 20202
Fore Research & Management, LP 110.01%0.11%0.20%Q4 2014Q2 20152
COMMERZBANK AKTIENGESELLSCHAFT /FI 220.01%0.01%0.01%Q3 2017Q4 20172
Parisi Gray Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
OLD MISSION CAPITAL, LLC 110.07%1.10%2.14%Q4 2016Q4 20202
Summit Financial Wealth Advisors, LLC 220.05%0.05%0.05%Q1 2015Q2 20152
Merriman Wealth Management, LLC 221.71%2.56%3.40%Q4 2014Q1 20152
AlphaCore Capital LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Intersect Capital LLC 220.04%0.04%0.05%Q4 2014Q1 20152
Jane Street Holding, LLC 220.01%0.02%0.02%Q2 2013Q3 20132
Merit Financial Group, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
CALDWELL SUTTER CAPITAL, INC. 220.14%0.14%0.14%Q2 2023Q3 20232
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q3 20152
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NVWM, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
TIEDEMANN ADVISORS, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
AGF INVESTMENTS INC. 220.02%0.02%0.03%Q3 2015Q4 20152
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.03%0.03%0.03%Q1 2023Q2 20232
Glovista Investments LLC 220.04%0.06%0.08%Q3 2015Q4 20152
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 111.65%8.24%14.84%Q3 2016Q3 20172
Hanson & Doremus Investment Management 220.00%0.00%0.00%Q1 2016Q2 20162
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Capital Advantage, Inc. 110.05%0.05%0.05%Q3 2017Q2 20182
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q1 2015Q4 20162
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Sage Advisory Services, Ltd.Co. 226.80%6.88%6.96%Q2 2015Q3 20152
Gruss & Co., LLC 223.53%5.53%7.52%Q1 2015Q2 20152
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.03%0.03%0.04%Q1 2015Q2 20152
EVOKE WEALTH, LLC 110.14%0.14%0.15%Q3 2019Q1 20202
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q2 20182
AEGON USA Investment Management, LLC 220.23%0.33%0.44%Q1 2015Q2 20152
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
Drexel Morgan & Co. 220.24%0.24%0.24%Q1 2015Q2 20152
CULLEN/FROST BANKERS, INC. 220.02%0.02%0.03%Q3 2017Q4 20172
WEALTHFRONT Corp 220.00%0.00%0.00%Q1 2015Q2 20152
Alerus Investment Advisors Corp 220.06%0.06%0.06%Q3 2015Q4 20152
Raab & Moskowitz Asset Management LLC 110.02%0.03%0.04%Q3 2018Q4 20192
Bluefin Trading, LLC 110.04%0.04%0.04%Q3 2015Q4 20172
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q1 20212
Krilogy Financial LLC 220.00%0.01%0.01%Q2 2016Q3 20162
HM PAYSON & CO 220.01%0.01%0.01%Q4 2015Q1 20162
PRIVATE TRUST CO NA 220.01%0.01%0.01%Q2 2023Q3 20232
Virtu Financial LLC 220.02%0.04%0.05%Q1 2018Q2 20182
Magnetar Financial LLC 110.35%0.61%0.88%Q2 2015Q2 20152
Beirne Wealth Consulting Services, LLC 220.24%0.24%0.24%Q4 2018Q1 20192
GFG Capital, LLC 220.08%0.08%0.09%Q2 2021Q3 20212
Clean Yield Group 110.00%0.01%0.01%Q1 2015Q4 20192
Guild Investment Management, Inc. 1113.42%15.30%17.19%Q1 2015Q2 20172
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.03%0.07%0.12%Q4 2018Q1 20202
Ameraudi Asset Management, Inc. 221.46%1.80%2.15%Q4 2019Q1 20202
VOYA INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q1 2017Q2 20172
BAR HARBOR TRUST SERVICES 220.27%0.51%0.75%Q4 2019Q1 20202
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Financial Management Professionals, Inc. 111.30%1.42%1.54%Q2 2015Q2 20172
CRAMER ROSENTHAL MCGLYNN LLC 220.01%0.01%0.01%Q2 2015Q3 20152
Brookstone Capital Management 110.00%0.11%0.22%Q3 2015Q2 20172
Ionic Capital Management LLC 221.19%1.37%1.56%Q3 2016Q4 20162
AVALON CAPITAL MANAGEMENT 222.56%3.44%4.33%Q1 2015Q2 20152
FIDUCIARY TRUST CO 220.01%0.01%0.01%Q1 2015Q2 20152
Tradewinds Capital Management, LLC 220.00%0.00%0.00%Q3 2014Q4 20142
Lloyd Advisory Services, LLC. 220.14%0.18%0.23%Q4 2019Q1 20202
BOSTON PRIVATE BANK & TRUST CO 220.00%0.01%0.01%Q4 2014Q1 20152
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.15%0.17%0.18%Q2 2014Q3 20142
FineMark National Bank & Trust 110.00%0.01%0.02%Q4 2013Q2 20152
Private Ocean, LLC 110.00%0.01%0.01%Q3 2017Q1 20202
Jordan Park Group LLC 221.20%1.20%1.21%Q4 2017Q1 20182
BOSTON FINANCIAL MANGEMENT LLC 221.67%1.68%1.69%Q2 2016Q3 20162
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Byrne Asset Management LLC 220.00%0.00%0.01%Q4 2021Q1 20222
VALLEY FINANCIAL MANAGEMENT, INC. 225.47%5.56%5.65%Q1 2023Q2 20232
Vigilant Capital Management, LLC 220.00%0.00%0.01%Q1 2015Q2 20152
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
HAYS ADVISORY LLC 220.06%0.06%0.07%Q1 2015Q2 20152
BREITER CAPITAL MANAGEMENT INC 220.35%0.40%0.45%Q3 2019Q4 20192
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
MA Private Wealth 220.20%0.38%0.56%Q4 2018Q1 20192
Confluence Wealth Management LLC 220.13%0.14%0.14%Q4 2015Q1 20162
Tanglewood Wealth Management, Inc. 110.17%0.17%0.17%Q2 2015Q2 20151
BHF Kleinwort Benson Group S.A. 110.01%0.01%0.01%Q3 2015Q3 20151
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
SOCIETE GENERALE 110.10%0.10%0.10%Q2 2016Q2 20161
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Human Investing LLC 110.01%0.01%0.01%Q4 2018Q4 20181
4Thought Financial Group Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
PACIFIC FINANCIAL GROUP INC 110.01%0.01%0.01%Q3 2015Q3 20151
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
MUHLENKAMP & CO INC 113.06%3.06%3.06%Q2 2015Q2 20151
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2016Q1 20161
Point72 Asset Management, L.P. 110.09%0.09%0.09%Q4 2015Q4 20151
Belvedere Trading LLC 110.32%0.32%0.32%Q1 2017Q1 20171
GREAT VALLEY ADVISOR GROUP, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
MARINO, STRAM & ASSOCIATES LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Bouchey Financial Group Ltd 112.75%2.75%2.75%Q4 2014Q4 20141
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
LINCOLN NATIONAL CORP 110.02%0.02%0.02%Q3 2015Q3 20151
Empire Capital Management, L.L.C. 1110.56%10.56%10.56%Q3 2015Q3 20151
Vollero Beach Capital Partners LLC 112.88%2.88%2.88%Q3 2015Q3 20151
Biltmore Family Office, LLC 110.42%0.42%0.42%Q4 2017Q4 20171
Lee Financial Co 110.00%0.00%0.00%Q3 2023Q3 20231
Jackson Wealth Management, LLC 110.55%0.55%0.55%Q2 2015Q2 20151
SENTINEL TRUST CO LBA 110.06%0.06%0.06%Q2 2015Q2 20151
Freestone Capital Holdings, LLC 110.11%0.11%0.11%Q2 2014Q2 20141
SYM FINANCIAL Corp 110.01%0.01%0.01%Q4 2017Q4 20171
Verde Servicos Internacionais S.A. 110.06%0.06%0.06%Q1 2017Q1 20171
Windsor Creek Advisors, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
SANDERS MORRIS HARRIS LLC 110.09%0.09%0.09%Q1 2016Q1 20161
Fortis Capital Advisors, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Transparent Wealth Partners LLC 110.58%0.58%0.58%Q1 2022Q1 20221
Rezny Wealth Management, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Perceptive Advisors 110.70%0.70%0.70%Q2 2016Q2 20161
Brand Asset Management Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
DT Investment Partners, LLC 110.20%0.20%0.20%Q2 2015Q2 20151
Altshuler Shaham Ltd 110.10%0.10%0.10%Q2 2021Q2 20211
VALLEY WEALTH MANAGERS, INC. 110.42%0.42%0.42%Q3 2023Q3 20231
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Vident Investment Advisory, LLC 110.16%0.16%0.16%Q1 2020Q1 20201
CASTLEARK MANAGEMENT LLC 110.40%0.40%0.40%Q1 2015Q1 20151
Jackson, Grant Investment Advisers, Inc. 110.04%0.04%0.04%Q2 2017Q2 20171
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
LifeSteps Financial, Inc. 110.60%0.60%0.60%Q4 2019Q4 20191
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Visionary Asset Management, Inc. 110.10%0.10%0.10%Q2 2017Q2 20171
FIFTH THIRD SECURITIES, INC. 111.20%1.20%1.20%Q1 2016Q1 20161
EVERGREEN CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q3 2019Q3 20191
CQS Cayman LP 110.06%0.06%0.06%Q2 2015Q2 20151
MCF Advisors LLC 110.00%0.00%0.00%Q3 2017Q3 20171
GAVEA INVESTIMENTOS LTDA 111.83%1.83%1.83%Q2 2015Q2 20151
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.02%Q1 2023Q1 20231
Black Maple Capital Management LP 111.07%1.07%1.07%Q4 2015Q4 20151
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q2 2013Q2 20131
FCG ADVISORS, LLC 110.07%0.07%0.07%Q2 2017Q2 20171
DeGreen Capital Management LLC 1111.32%11.32%11.32%Q4 2015Q4 20151
BlueCrest Capital Management Ltd 110.18%0.18%0.18%Q3 2015Q3 20151
Verition Fund Management LLC 111.26%1.26%1.26%Q3 2015Q3 20151
QCI ASSET MANAGEMENT INC/NY 110.03%0.03%0.03%Q3 2015Q3 20151
New World Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.04%0.04%0.04%Q4 2017Q4 20171
Icon Wealth Partners, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
MOORE CAPITAL MANAGEMENT, LP 110.26%0.26%0.26%Q2 2015Q2 20151
Orinda Asset Management LLC 110.46%0.46%0.46%Q1 2015Q1 20151
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2018Q4 20181
COMMUNITY TRUST & INVESTMENT CO 110.05%0.05%0.05%Q1 2016Q1 20161
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q3 2018Q3 20181
DIMENSION CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Santori & Peters, Inc. 110.08%0.08%0.08%Q4 2017Q4 20171
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Glassman Wealth Services 110.03%0.03%0.03%Q3 2016Q3 20161
Jolley Asset Management, LLC 110.69%0.69%0.69%Q4 2014Q4 20141
Sonora Investment Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
First Capital Advisors Group, LLC. 110.04%0.04%0.04%Q1 2018Q1 20181
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Stanley-Laman Group, Ltd. 110.03%0.03%0.03%Q4 2015Q4 20151
LOOMIS SAYLES & CO L P 110.01%0.01%0.01%Q3 2017Q3 20171
MPAM CREDIT TRADING PARTNERS L.P. 113.98%3.98%3.98%Q1 2015Q1 20151
Greenwich Wealth Management LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
LFS ASSET MANAGEMENT 110.21%0.21%0.21%Q2 2022Q2 20221
First Command Bank 110.00%0.00%0.00%Q4 2019Q4 20191
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Lombard Odier & Cie (Canada), Limited Partnership 110.18%0.18%0.18%Q3 2016Q3 20161
UMB Bank, n.a. 110.01%0.01%0.01%Q4 2015Q4 20151
EnTrustPermal Management LLC 116.07%6.07%6.07%Q2 2015Q2 20151
UBS OCONNOR LLC 110.03%0.03%0.03%Q4 2015Q4 20151
QP WEALTH MANAGEMENT, LLC 110.47%0.47%0.47%Q4 2019Q4 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q3 2018Q3 20181
Sterling Ridge Capital Management LP 110.39%0.39%0.39%Q4 2015Q4 20151
Concord Wealth Partners 110.23%0.23%0.23%Q3 2023Q3 20231
Claybrook Capital, LLC 110.38%0.38%0.38%Q4 2017Q4 20171
First Allied Asset Management, Inc. 111.23%1.23%1.23%Q2 2014Q2 20141
BUCKINGHAM STRATEGIC WEALTH, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Fragasso Group Inc. 119.85%9.85%9.85%Q4 2014Q4 20141
REILLY FINANCIAL ADVISORS, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Glacier Peak Capital LLC 111.24%1.24%1.24%Q4 2016Q4 20161
Covenant Asset Management, LLC 110.43%0.43%0.43%Q4 2016Q4 20161
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Verger Capital Management LLC 110.41%0.41%0.41%Q3 2017Q3 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Atlantic Union Bankshares Corp 110.21%0.21%0.21%Q4 2015Q4 20151
Laird Norton Wetherby Wealth Management, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Forward Management, LLC 110.46%0.46%0.46%Q2 2017Q2 20171
Perella Weinberg Partners Capital Management LP 110.01%0.01%0.01%Q1 2018Q1 20181
RONALD BLUE & CO LLC 110.13%0.13%0.13%Q3 2015Q3 20151
Thomasville National Bank 110.02%0.02%0.02%Q1 2015Q1 20151
SCOUT INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2013Q3 20131
O'Brien Wealth Partners LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Gryphon Financial Partners LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Sowa Financial Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Onex Canada Asset Management Inc. 110.14%0.14%0.14%Q4 2014Q4 20141
Gainplan LLC 118.09%8.09%8.09%Q3 2017Q3 20171
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Darrow Company, Inc. 110.10%0.10%0.10%Q2 2022Q2 20221
Efficient Market Advisors, LLC 110.23%0.23%0.23%Q4 2015Q4 20151
WAFRA INC. 110.38%0.38%0.38%Q2 2016Q2 20161
Zweig-DiMenna Associates LLC 110.07%0.07%0.07%Q4 2015Q4 20151
PRELUDE CAPITAL MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
EnTrust Global Partners Offshore LP 112.11%2.11%2.11%Q1 2018Q1 20181
Tahithromos, L.L.C. 111.96%1.96%1.96%Q1 2015Q1 20151
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Portfolio Solutions, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
LITTLE HOUSE CAPITAL LLC 110.02%0.02%0.02%Q1 2019Q1 20191
KEELEY ASSET MANAGEMENT CORP 110.02%0.02%0.02%Q1 2015Q1 20151
BLB&B Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Old Port Advisors 110.21%0.21%0.21%Q2 2018Q2 20181
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
L & S Advisors Inc 111.72%1.72%1.72%Q1 2015Q1 20151
Catalyst Capital Advisors LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Jabre Capital Partners S.A. 110.43%0.43%0.43%Q2 2015Q2 20151
SEARLE & CO. 110.04%0.04%0.04%Q2 2015Q2 20151
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PEOPLES BANK /OH 110.51%0.51%0.51%Q4 2015Q4 20151
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PEAPACK GLADSTONE FINANCIAL CORP 110.02%0.02%0.02%Q4 2015Q4 20151
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GREENLEAF TRUST 110.01%0.01%0.01%Q1 2016Q1 20161
Abbrea Capital, LLC 110.21%0.21%0.21%Q4 2016Q4 20161
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q2 2017Q2 20171
ADVISOR CONSULTANT NETWORK INC 112.44%2.44%2.44%Q3 2016Q3 20161
Lombard Odier Transatlantic Ltd 110.06%0.06%0.06%Q3 2016Q3 20161
Meridian Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Nicholas Hoffman & Company, LLC. 110.16%0.16%0.16%Q4 2016Q4 20161
ARXIS SECURITIES LLC 116.06%6.06%6.06%Q1 2017Q1 20171
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Freedom Investment Management, Inc. 110.04%0.04%0.04%Q1 2015Q1 20151
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Calamos Wealth Management LLC 110.05%0.05%0.05%Q1 2017Q1 20171
ADIRONDACK TRUST CO 110.01%0.01%0.01%Q1 2016Q1 20161
Live Your Vision, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
Parkside Financial Bank & Trust 110.02%0.02%0.02%Q3 2015Q3 20151
ELEMENT CAPITAL MANAGEMENT LLC 113.14%3.14%3.14%Q2 2017Q2 20171
Lenox Wealth Management, Inc. 110.06%0.06%0.06%Q4 2015Q4 20151
AGILIS PARTNERS LLC 1110.37%10.37%10.37%Q4 2014Q4 20141
Legacy Private Trust Co. 110.23%0.23%0.23%Q2 2014Q2 20141
Stone Toro Investment Advisers, LP 1111.39%11.39%11.39%Q1 2015Q1 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ZEKE CAPITAL ADVISORS, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
Executive Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Modera Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
GEMS MANAGEMENT LTD 114.21%4.21%4.21%Q3 2013Q3 20131
LAKEWOOD CAPITAL MANAGEMENT, LP 110.19%0.19%0.19%Q4 2015Q4 20151
Great Lakes Retirement, Inc. 110.12%0.12%0.12%Q4 2019Q4 20191
TFG Advisers LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Diversified Trust Co 110.05%0.05%0.05%Q4 2015Q4 20151
Loeb Offshore Management LP 114.60%4.60%4.60%Q2 2014Q2 20141
Nikulski Financial, Inc. 111.85%1.85%1.85%Q4 2017Q4 20171
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
BOOTHBAY FUND MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
STIFEL NICOLAUS & CO INC \MO\ 110.21%0.21%0.21%Q2 2013Q2 20131
ICON ADVISERS INC/CO 110.70%0.70%0.70%Q3 2015Q3 20151
ROBERTSON STEPHENS ADVISORS LLC 110.36%0.36%0.36%Q4 2016Q4 20161
Chemistry Wealth Management LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Oxler Private Wealth LLC 110.93%0.93%0.93%Q3 2022Q3 20221
Integrated Investment Consultants, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
South Ferry Capital Management, L.P. 1121.90%21.90%21.90%Q2 2015Q2 20151
ClearBridge Investments 110.00%0.00%0.00%Q3 2017Q3 20171
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Sand Hill Global Advisors, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Paloma Partners Management Co 110.00%0.00%0.00%Q4 2019Q4 20191
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20221
CALTON & ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2017Q4 20171
Castle Hook Partners LP 110.15%0.15%0.15%Q4 2017Q4 20171
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q1 2016Q1 20161
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FINANCIAL COUNSELORS INC 110.02%0.02%0.02%Q1 2016Q1 20161
Petix & Botte Co 110.16%0.16%0.16%Q4 2019Q4 20191
Royal Fund Management, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Valmark Advisers, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Altus Wealth Group LLC 110.04%0.04%0.04%Q4 2020Q4 20201
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
Burt Wealth Advisors 110.01%0.01%0.01%Q1 2016Q1 20161
Banyan Partners, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Investors Capital Advisory Services 110.05%0.05%0.05%Q3 2015Q3 20151
Cypress Wealth Services, LLC 110.10%0.10%0.10%Q1 2018Q1 20181
Community Financial Services Group, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
External links

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