ABB LTD shareholder history

Current and past ABB LTD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 40400.00%0.00%0.02%Q2 2013Q1 2023102
SUSQUEHANNA INTERNATIONAL GROUP, LLP 40400.00%0.00%0.01%Q2 2013Q1 2023101
BARCLAYS PLC 41410.00%0.00%0.00%Q2 2013Q2 202399
Walleye Trading LLC 40400.00%0.01%0.06%Q2 2013Q1 202391
GOLDMAN SACHS GROUP INC 4040.00%0.00%0.02%Q1 2012Q1 202387
Citadel Advisors 3010.00%0.00%0.03%Q1 2014Q1 202383
Cutler Group LLC / CA 30300.00%0.01%0.13%Q4 2015Q1 202375
HUNTINGTON NATIONAL BANK 36200.00%0.00%0.00%Q1 2009Q3 202356
WOLVERINE TRADING, LLC 1310.00%0.00%0.01%Q1 2017Q3 202252
JANE STREET GROUP, LLC 2110.00%0.01%0.09%Q4 2014Q1 202352
M&T BANK CORP 40400.00%0.01%0.02%Q2 2013Q1 202347
Twin Tree Management, LP 910.00%0.02%0.15%Q4 2012Q1 202346
Steigerwald, Gordon & Koch Inc. 44441.67%2.30%3.32%Q2 2012Q1 202344
WELLS FARGO & COMPANY/MN 40400.00%0.01%0.02%Q2 2013Q1 202344
COMMERCE BANK 43430.01%0.03%0.07%Q1 2013Q3 202343
UBS Group AG 34340.00%0.01%0.02%Q4 2014Q1 202343
Cohen Klingenstein LLC 42420.03%0.08%0.17%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.05%0.16%0.40%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.07%0.27%0.78%Q2 2013Q3 202342
ROYAL BANK OF CANADA 40400.00%0.02%0.03%Q2 2013Q1 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
Horrell Capital Management, Inc. 42420.27%0.35%0.50%Q2 2013Q3 202342
BEDDOW CAPITAL MANAGEMENT INC 42421.92%3.24%4.56%Q2 2013Q3 202342
Advisors Asset Management, Inc. 41410.04%0.07%0.13%Q2 2013Q2 202341
SHUFRO ROSE & CO LLC 4010.08%0.28%0.66%Q3 2012Q1 202341
NATIXIS ADVISORS, L.P. 41410.06%0.15%0.29%Q2 2013Q2 202341
JPMORGAN CHASE & CO 41410.00%0.00%0.02%Q2 2013Q2 202341
Spot Trading L.L.C 1410.00%0.02%0.07%Q2 2013Q1 201741
Bank of New York Mellon Corp 40400.00%0.00%0.01%Q2 2013Q1 202340
PRIO WEALTH LIMITED PARTNERSHIP 40400.01%0.12%0.31%Q2 2013Q1 202340
AMERIPRISE FINANCIAL INC 40400.00%0.01%0.03%Q2 2013Q1 202340
GRANDFIELD & DODD, LLC 40401.52%1.89%2.58%Q2 2013Q1 202340
SG Americas Securities, LLC 40400.00%0.01%0.04%Q2 2013Q1 202340
DIMENSIONAL FUND ADVISORS LP 40400.00%0.01%0.02%Q2 2013Q1 202340
OPPENHEIMER & CO INC 40400.03%0.07%0.15%Q2 2013Q1 202340
Mirae Asset Global Investments Co., Ltd. 2320.00%0.01%0.06%Q4 2011Q1 202340
Laird Norton Wetherby Wealth Management, LLC 40400.04%0.12%0.22%Q2 2013Q1 202340
BOWEN HANES & CO INC 40400.03%0.47%1.60%Q2 2013Q1 202340
WHITTIER TRUST CO 40400.00%0.01%0.02%Q2 2013Q1 202340
PINNACLE ASSOCIATES LTD 40400.02%0.03%0.06%Q2 2013Q1 202340
Neuberger Berman Group LLC 40400.00%0.02%0.14%Q2 2013Q1 202340
GAMCO INVESTORS, INC. ET AL 40400.00%0.01%0.01%Q2 2013Q1 202340
US BANCORP \DE\ 40400.00%0.01%0.02%Q2 2013Q1 202340
GABELLI FUNDS LLC 40400.01%0.03%0.09%Q2 2013Q1 202340
Creative Planning 40400.00%0.00%0.01%Q2 2013Q1 202340
BLAIR WILLIAM & CO/IL 40400.00%0.02%0.05%Q2 2013Q1 202340
GUARDIAN CAPITAL ADVISORS LP 40400.66%0.94%1.17%Q3 2013Q2 202340
J.P. Morgan Private Wealth Advisors LLC 40400.01%0.02%0.05%Q2 2013Q1 202340
BANK OF AMERICA CORP /DE/ 40400.01%0.02%0.03%Q2 2013Q1 202340
FIFTH THIRD BANCORP 40400.00%0.00%0.01%Q2 2013Q1 202340
LOGAN CAPITAL MANAGEMENT INC 40400.00%0.07%0.15%Q3 2013Q2 202340
Fisher Asset Management, LLC 3640.00%0.26%0.44%Q2 2013Q3 202340
MORGAN STANLEY 40400.01%0.02%0.06%Q2 2013Q1 202340
Invesco Ltd. 40400.00%0.02%0.04%Q2 2013Q1 202340
TRUIST FINANCIAL CORP 40400.00%0.02%0.10%Q2 2013Q1 202340
BANK OF MONTREAL /CAN/ 39390.00%0.00%0.02%Q2 2013Q4 202240
1832 Asset Management L.P. 40400.00%0.00%0.01%Q2 2013Q1 202340
RAYMOND JAMES & ASSOCIATES 40400.00%0.01%0.03%Q2 2013Q1 202340
COMERICA BANK 3910.01%0.02%0.03%Q2 2013Q2 202340
GLENMEDE TRUST CO NA 40400.00%0.01%0.04%Q2 2013Q1 202340
NORTHERN TRUST CORP 40400.01%0.03%0.04%Q2 2013Q1 202340
PEAK6 Group LLC 1310.00%0.01%0.05%Q2 2013Q2 201839
MARATHON CAPITAL MANAGEMENT 3270.05%1.43%3.20%Q2 2013Q1 202339
First Horizon Advisors, Inc. 1730.00%0.00%0.09%Q1 2012Q3 202339
BEACH INVESTMENT COUNSEL INC/PA 2940.02%0.09%0.44%Q1 2013Q3 202339
CENTRAL TRUST Co 3090.00%0.03%0.22%Q2 2013Q1 202339
HM PAYSON & CO 22170.01%0.05%0.30%Q2 2013Q1 202339
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26130.00%0.02%0.17%Q2 2013Q1 202339
Cardinal Capital Management 39390.47%0.57%0.73%Q3 2013Q1 202339
GUGGENHEIM CAPITAL LLC 3180.00%0.01%0.03%Q2 2013Q1 202339
SCOTIA CAPITAL INC. 28110.01%0.01%0.03%Q2 2013Q1 202339
ENVESTNET ASSET MANAGEMENT INC 21180.00%0.01%0.04%Q2 2013Q1 202339
FIRST MANHATTAN CO. LLC. 23150.00%0.00%0.00%Q2 2013Q1 202338
BLUESTEIN R H & CO LLC 38380.02%0.05%0.10%Q2 2013Q3 202238
D.A. DAVIDSON & CO. 38380.00%0.01%0.03%Q2 2013Q3 202238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3620.00%0.01%0.05%Q4 2013Q2 202338
Capital Advisors, Ltd. LLC 38380.00%0.00%0.01%Q4 2013Q1 202338
Moors & Cabot, Inc. 37370.00%0.27%0.34%Q1 2014Q1 202338
SHELTON CAPITAL MANAGEMENT 38380.04%0.12%0.31%Q1 2014Q2 202338
Hudock, Inc. 38380.00%0.00%0.01%Q2 2013Q3 202238
Gradient Investments LLC 22160.00%0.03%0.48%Q3 2013Q1 202338
DEUTSCHE BANK AG\ 3530.00%0.00%0.02%Q3 2013Q1 202338
EARNEST PARTNERS LLC 38380.00%0.00%0.00%Q4 2013Q1 202338
HighTower Advisors, LLC 2310.00%0.01%0.05%Q2 2013Q1 202337
Columbia Asset Management 3340.06%0.17%1.98%Q4 2013Q1 202337
STIFEL FINANCIAL CORP 37370.01%0.05%0.12%Q1 2014Q1 202337
MUFG Americas Holdings Corp 3210.00%0.03%0.12%Q4 2010Q3 202236
Parallax Volatility Advisers, L.P. 910.00%0.00%0.01%Q2 2013Q1 202336
LPL Financial LLC 24120.00%0.00%0.01%Q2 2013Q1 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.03%0.06%Q2 2013Q1 202236
THOMPSON INVESTMENT MANAGEMENT, INC. 3330.03%0.73%1.27%Q2 2013Q3 202336
REGIONS FINANCIAL CORP 25110.00%0.02%0.04%Q2 2013Q2 202336
FDx Advisors, Inc. 25110.01%0.02%0.05%Q3 2013Q2 202336
SCOUT INVESTMENTS, INC. 35350.04%0.13%1.41%Q2 2013Q4 202135
TDAM USA INC. 35350.01%0.02%0.04%Q2 2013Q4 202135
Johnson Financial Group, Inc. 35350.00%0.01%0.06%Q2 2013Q4 202135
AMERICAN NATIONAL INSURANCE CO 35350.03%0.04%0.06%Q2 2013Q4 202135
STATE STREET CORP 3010.00%0.00%0.00%Q4 2013Q1 202335
FMR LLC 35350.00%0.00%0.01%Q3 2014Q1 202335
FIRST TRUST ADVISORS LP 3230.00%0.05%0.09%Q1 2014Q1 202335
BOKF, NA 1640.00%0.01%0.04%Q2 2013Q2 202334
FOLKETRYGDFONDET 34340.08%1.32%3.60%Q4 2014Q1 202334
Bartlett & Co. LLC 2610.00%0.28%1.26%Q2 2013Q1 202234
SEI INVESTMENTS CO 34340.00%0.01%0.04%Q4 2014Q1 202334
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1810.00%0.05%0.17%Q2 2013Q1 202334
First Personal Financial Services 34340.06%0.11%0.31%Q4 2014Q1 202334
WEBSTER BANK, N. A. 2770.00%0.03%0.19%Q2 2013Q2 202334
AllSquare Wealth Management LLC 34340.00%0.00%0.00%Q4 2014Q1 202334
Portland Global Advisors LLC 33330.34%0.82%1.05%Q1 2015Q1 202333
Van Cleef Asset Management,Inc 33330.05%0.59%2.78%Q2 2013Q2 202133
Wellington Shields Capital Management, LLC 13100.03%0.15%0.36%Q2 2013Q1 202333
Checchi Capital Advisers, LLC 33330.02%0.05%0.07%Q1 2015Q1 202333
VALLEY NATIONAL ADVISERS INC 2670.12%0.38%1.64%Q4 2014Q1 202333
SIGNATUREFD, LLC 1490.00%0.01%0.04%Q2 2013Q1 202333
Renaissance Technologies 1740.00%0.03%0.10%Q2 2013Q1 202333
Tower Research Capital LLC (TRC) 1110.00%0.01%0.11%Q3 2013Q1 202333
Cambridge Investment Research Advisors, Inc. 2310.00%0.01%0.03%Q2 2013Q1 202333
HEADINVEST, LLC 3030.04%0.62%1.92%Q2 2013Q4 202133
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.01%Q2 2013Q2 202133
CREDIT SUISSE AG/ 2910.00%0.03%0.14%Q1 2013Q2 202232
TORONTO DOMINION BANK 1320.00%0.00%0.00%Q1 2013Q1 202332
GEODE CAPITAL MANAGEMENT, LLC 2570.00%0.00%0.00%Q4 2013Q4 202132
Raymond James Financial Services Advisors, Inc. 3110.00%0.01%0.02%Q2 2013Q1 202332
Mondrian Investment Partners LTD 32320.38%1.05%1.74%Q3 2013Q2 202132
JOHNSON INVESTMENT COUNSEL INC 2110.00%0.01%0.02%Q2 2013Q2 202332
QUADRANT CAPITAL GROUP LLC 32320.00%0.04%0.08%Q2 2015Q1 202332
Covington Capital Management 21110.00%0.07%0.23%Q2 2013Q3 202232
Cullen Capital Management, LLC 32320.10%0.21%0.29%Q2 2013Q1 202132
SEGALL BRYANT & HAMILL, LLC 32320.01%0.03%0.16%Q1 2013Q4 202032
MACQUARIE GROUP LTD 2660.02%0.18%0.32%Q2 2013Q2 202132
Aperio Group, LLC 31310.06%0.12%0.19%Q2 2013Q4 202031
MILLENNIUM MANAGEMENT LLC 910.00%0.01%0.04%Q2 2013Q1 202331
Motley Fool Wealth Management, LLC 31310.20%0.29%0.39%Q3 2015Q1 202331
SCHAFER CULLEN CAPITAL MANAGEMENT INC 31310.37%0.80%1.19%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
LINCLUDEN MANAGEMENT LTD 31310.01%0.28%0.47%Q2 2013Q4 202031
Advisory Services Network, LLC 1310.00%0.02%0.06%Q4 2013Q1 202330
Timber Creek Capital Management LLC 30300.01%0.02%0.05%Q1 2014Q2 202130
IFP Advisors, Inc 16140.00%0.00%0.01%Q4 2015Q2 202330
Baird Financial Group, Inc. 1940.03%0.15%0.53%Q2 2015Q1 202330
BESSEMER GROUP INC 1010.00%0.00%0.00%Q4 2013Q2 202329
Edge Wealth Management LLC 29290.01%0.02%0.07%Q3 2013Q3 202029
Simmons Bank 29290.04%0.05%0.06%Q1 2016Q1 202329
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2510.00%0.11%0.85%Q2 2013Q4 202129
OLD NATIONAL BANCORP /IN/ 1210.01%0.02%0.03%Q4 2013Q1 202329
AMERICAN CENTURY COMPANIES INC 2090.00%0.01%0.06%Q2 2013Q1 202329
BENEDICT FINANCIAL ADVISORS INC 1840.06%0.15%0.44%Q4 2014Q3 202329
KINGS POINT CAPITAL MANAGEMENT 29290.00%0.00%0.01%Q1 2015Q1 202229
PENN DAVIS MCFARLAND INC 29292.15%2.96%3.78%Q1 2016Q1 202329
Richard C. Young & CO., LTD. 28281.45%1.95%2.32%Q2 2013Q1 202028
Cubist Systematic Strategies, LLC 1310.00%0.03%0.10%Q3 2014Q1 202328
FRANKLIN RESOURCES INC 17110.00%0.01%0.02%Q2 2013Q1 202328
World Asset Management Inc 28280.02%0.08%0.12%Q2 2013Q1 202028
Private Advisor Group, LLC 2610.01%0.03%0.07%Q4 2015Q1 202328
Willis Investment Counsel 2620.32%0.86%1.53%Q2 2013Q2 202128
TIEMANN INVESTMENT ADVISORS, LLC 1210.14%0.19%0.29%Q4 2014Q1 202328
Avalon Investment & Advisory 2340.01%0.04%0.14%Q2 2013Q1 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.03%Q2 2013Q4 201927
Janney Montgomery Scott LLC 1810.01%0.01%0.06%Q3 2013Q2 202327
Nicholas Hoffman & Company, LLC. 27270.01%0.07%0.12%Q3 2016Q1 202327
NEXT Financial Group, Inc 1460.00%0.04%0.16%Q2 2014Q4 202127
CIBC WORLD MARKET INC. 1420.00%0.00%0.01%Q3 2014Q1 202327
Sandhill Capital Partners LLC 27270.06%0.15%0.28%Q2 2013Q4 201927
PEAK6 Investments LLC 810.00%0.00%0.01%Q3 2018Q4 202227
REILLY FINANCIAL ADVISORS, LLC 26260.00%0.00%0.00%Q2 2013Q3 201926
Winslow, Evans & Crocker, Inc. 1250.00%0.00%0.01%Q4 2013Q4 202026
First Allied Advisory Services, Inc. 2110.01%0.02%0.03%Q2 2013Q3 202026
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
WASHINGTON TRUST BANK 2150.00%0.02%0.04%Q1 2014Q3 202226
PHILADELPHIA TRUST CO 26260.03%0.99%2.31%Q1 2017Q2 202326
Parallel Advisors, LLC 26260.01%0.02%0.02%Q4 2016Q1 202326
JARISLOWSKY, FRASER Ltd 26260.00%0.02%0.08%Q2 2013Q3 201926
Balentine LLC 1210.00%0.01%0.03%Q1 2015Q2 202325
D. E. Shaw & Co., Inc. 510.00%0.01%0.06%Q3 2014Q1 202325
Ledyard National Bank 25250.02%0.38%1.56%Q2 2013Q2 201925
OPPENHEIMER ASSET MANAGEMENT INC. 25250.01%0.13%0.23%Q1 2017Q1 202325
DIVIDEND ASSETS CAPITAL, LLC 25250.03%0.15%0.21%Q3 2017Q3 202325
KEYBANK NATIONAL ASSOCIATION/OH 2010.00%0.01%0.03%Q3 2013Q1 202325
Steward Partners Investment Advisory, LLC 1780.00%0.00%0.01%Q4 2016Q2 202325
Caprock Group, LLC 2410.02%0.06%0.11%Q1 2016Q1 202325
CAUSEWAY CAPITAL MANAGEMENT LLC 2220.01%0.36%0.62%Q4 2013Q4 202124
Crossmark Global Holdings, Inc. 2310.09%0.15%0.41%Q3 2016Q1 202324
BlackRock Inc. 2310.00%0.00%0.01%Q3 2016Q1 202324
DUBUQUE BANK & TRUST CO 24240.00%0.00%0.00%Q2 2013Q1 201924
Freestone Capital Holdings, LLC 2130.00%0.11%0.36%Q2 2013Q1 202324
Banco de Sabadell, S.A 24240.05%0.29%0.72%Q4 2017Q3 202324
SYNOVUS FINANCIAL CORP 1610.00%0.00%0.00%Q2 2013Q1 202024
ETRADE Capital Management LLC 1050.00%0.04%0.08%Q2 2013Q3 202024
CWM, LLC 1310.00%0.00%0.00%Q3 2015Q1 202324
RAYMOND JAMES TRUST N.A. 24240.01%0.02%0.03%Q3 2017Q2 202324
WHITTIER TRUST CO OF NEVADA INC 2020.00%0.00%0.01%Q2 2013Q1 202324
Cornerstone Advisors, Inc. 1590.00%0.01%0.06%Q2 2013Q2 201924
Carroll Financial Associates, Inc. 2040.00%0.00%0.00%Q3 2013Q4 202124
North Star Investment Management Corp. 1240.01%0.03%0.16%Q1 2014Q1 202324
TRILLIUM ASSET MANAGEMENT, LLC 23230.01%0.61%1.58%Q2 2013Q4 201823
Lester Murray Antman dba SimplyRich 1850.19%0.24%0.38%Q4 2017Q3 202323
Freedom Investment Management, Inc. 13100.02%0.10%0.23%Q3 2016Q1 202323
Abbrea Capital, LLC 13100.04%0.07%0.14%Q4 2016Q3 202323
Ipswich Investment Management Co., Inc. 23230.05%0.32%1.11%Q2 2013Q4 201823
LAZARD ASSET MANAGEMENT LLC 2210.00%0.14%0.22%Q1 2017Q1 202323
Baker Avenue Asset Management, LP 1220.09%0.49%0.88%Q3 2014Q1 202323
CAPITAL FUND MANAGEMENT S.A. 810.00%0.01%0.05%Q2 2013Q1 202323
Firsthand Capital Management, Inc. 1440.06%0.25%0.59%Q2 2013Q3 202323
CULLEN/FROST BANKERS, INC. 22220.00%0.01%0.01%Q1 2018Q2 202322
AdvisorNet Financial, Inc 22220.00%0.01%0.01%Q4 2017Q1 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 22220.03%0.06%0.18%Q4 2017Q1 202322
Investors Research Corp 22220.17%0.34%0.61%Q4 2017Q1 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.01%0.01%0.01%Q4 2017Q1 202322
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
Simplicity Solutions, LLC 1010.00%0.06%0.20%Q4 2015Q1 202322
TWO SIGMA INVESTMENTS, LP 810.00%0.02%0.10%Q2 2013Q1 202322
BDO Wealth Advisors, LLC 22220.00%0.01%0.03%Q3 2017Q4 202222
ROPES WEALTH ADVISORS LLC 2110.00%0.01%0.01%Q1 2015Q4 202022
Allworth Financial LP 1110.00%0.00%0.00%Q4 2015Q1 202322
Rockefeller Capital Management L.P. 22220.01%0.04%0.10%Q1 2018Q2 202322
KCM INVESTMENT ADVISORS LLC 22220.02%0.27%0.46%Q2 2013Q3 201822
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 22220.22%0.43%0.63%Q4 2015Q1 202122
BAHL & GAYNOR INC 22220.00%0.00%0.01%Q2 2013Q3 201822
Old North State Trust, LLC 21210.07%0.20%0.29%Q3 2018Q3 202321
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.01%0.01%Q2 2013Q2 201821
ATWOOD & PALMER INC 1560.02%0.04%0.07%Q2 2013Q3 201821
ANDERSON HOAGLAND & CO 21210.22%0.32%0.48%Q3 2013Q3 201821
Atria Investments, Inc 1010.01%0.03%0.04%Q1 2017Q1 202321
BRADLEY FOSTER & SARGENT INC/CT 820.01%0.01%0.01%Q2 2013Q1 202321
ASSETMARK, INC 1210.00%0.00%0.01%Q4 2015Q2 202321
COZAD ASSET MANAGEMENT INC 1740.03%0.06%0.10%Q2 2018Q3 202321
Verdence Capital Advisors LLC 1650.08%0.14%0.22%Q4 2017Q1 202321
WELLINGTON MANAGEMENT GROUP LLP 21210.00%0.07%0.16%Q1 2014Q1 201921
ALPS ADVISORS INC 20200.00%0.01%0.03%Q2 2018Q1 202320
TWO SIGMA ADVISERS, LP 1010.00%0.01%0.04%Q2 2014Q1 202320
13D Management LLC 1912.83%3.78%5.15%Q2 2015Q2 202020
CIBC Private Wealth Group, LLC 1710.00%0.01%0.01%Q1 2015Q2 202220
BNP PARIBAS FINANCIAL MARKETS 810.00%0.00%0.01%Q2 2013Q1 202320
Pacer Advisors, Inc. 610.00%0.05%0.23%Q4 2013Q3 202320
Peachtree Investment Advisors, Inc. 1550.44%0.71%1.02%Q4 2013Q4 201820
Boston Trust Walden Corp 20200.02%0.08%0.16%Q2 2013Q1 201820
Global Retirement Partners, LLC 1550.00%0.01%0.01%Q1 2018Q1 202320
COLONY GROUP LLC 1370.00%0.01%0.05%Q1 2014Q3 202320
Baystate Wealth Management LLC 1010.00%0.00%0.01%Q2 2013Q1 202320
Dorsey & Whitney Trust CO LLC 1110.02%0.04%0.08%Q1 2017Q1 202320
HARBOUR INVESTMENT MANAGEMENT LLC 20200.16%0.89%1.30%Q2 2013Q1 201820
ClearBridge Investments 1460.00%0.00%0.01%Q2 2013Q2 202020
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
STEWART & PATTEN CO LLC 20200.04%1.08%1.55%Q2 2013Q1 201820
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.01%Q2 2013Q4 201719
Private Capital Group, LLC 19190.01%0.04%0.15%Q4 2017Q2 202219
ADVISOR PARTNERS LLC 1120.02%0.05%0.12%Q4 2013Q2 202219
SIMPLEX TRADING, LLC 510.00%0.01%0.04%Q1 2015Q2 202319
FIRST INTERSTATE BANK 19190.01%0.04%0.06%Q3 2015Q1 202019
Quantbot Technologies LP 510.00%0.05%0.12%Q3 2013Q1 202319
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.00%0.04%0.10%Q1 2014Q3 201819
EAGLE ASSET MANAGEMENT INC 1720.00%0.00%0.00%Q4 2017Q2 202319
Mitsubishi UFJ Asset Management Co., Ltd. 19190.00%0.00%0.01%Q3 2018Q1 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 18180.02%0.02%0.04%Q1 2019Q2 202319
M&R CAPITAL MANAGEMENT INC 19190.00%0.00%0.00%Q2 2016Q4 202019
BROWN ADVISORY INC 19190.00%0.00%0.04%Q2 2013Q4 201719
BROWN BROTHERS HARRIMAN & CO 1520.00%0.00%0.00%Q4 2017Q1 202319
Opus Capital Group, LLC 1510.04%0.08%0.13%Q4 2015Q4 202019
HSBC HOLDINGS PLC 1410.00%0.01%0.02%Q1 2012Q4 202219
Keystone Financial Planning, Inc. 19190.44%1.79%3.41%Q3 2015Q1 202019
Front Row Advisors LLC 1540.00%0.84%1.43%Q4 2017Q3 202319
Focused Wealth Management, Inc 19190.00%0.01%0.02%Q3 2013Q1 201819
RHUMBLINE ADVISERS 1320.00%0.00%0.00%Q2 2013Q3 202319
Belpointe Asset Management LLC 19190.01%0.02%0.03%Q3 2018Q1 202319
BENJAMIN F. EDWARDS & COMPANY, INC. 1130.00%0.00%0.02%Q2 2013Q1 202319
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 19190.00%0.01%0.02%Q3 2018Q1 202319
Financial Architects, Inc 1090.00%0.15%0.46%Q2 2013Q2 201819
Covenant Partners, LLC 18180.09%0.37%0.78%Q4 2018Q1 202318
Glassman Wealth Services 1310.00%0.01%0.01%Q4 2014Q2 202318
WASHINGTON TRUST Co 1440.00%0.01%0.06%Q2 2013Q2 202318
Lindbrook Capital, LLC 18180.00%0.01%0.03%Q4 2018Q1 202318
Endurance Wealth Management, Inc. 1310.00%0.01%0.02%Q2 2015Q1 202318
GUARDIAN INVESTMENT MANAGEMENT 18180.31%1.18%2.18%Q3 2013Q4 201718
MML INVESTORS SERVICES, LLC 18180.00%0.01%0.01%Q3 2018Q4 202218
MANNING & NAPIER ADVISORS LLC 18180.02%0.04%0.09%Q2 2013Q3 201718
SUNTRUST BANKS INC 1530.00%0.01%0.02%Q2 2013Q2 201818
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
AUA CAPITAL MANAGEMENT, LLC 1080.00%0.02%0.03%Q4 2017Q2 202218
PITTENGER & ANDERSON INC 1080.00%0.06%0.12%Q2 2014Q4 201818
Pinnacle Wealth Planning Services, Inc. 1020.04%0.20%0.62%Q4 2017Q1 202318
NORTHEAST INVESTMENT MANAGEMENT 18180.13%1.09%1.61%Q2 2019Q3 202318
Global Trust Asset Management, LLC 18180.04%0.09%0.24%Q1 2019Q2 202318
CAPSTONE ASSET MANAGEMENT CO 17170.11%0.24%0.33%Q2 2013Q2 201717
FARMERS & MERCHANTS INVESTMENTS INC 1210.00%0.00%0.00%Q2 2013Q1 202317
180 WEALTH ADVISORS, LLC 1070.10%0.22%0.32%Q4 2017Q1 202317
TD Capital Management LLC 1430.00%0.00%0.00%Q3 2018Q1 202317
NAPLES GLOBAL ADVISORS, LLC 17170.08%0.17%0.30%Q1 2019Q1 202317
LOWE BROCKENBROUGH & CO INC 17170.13%0.15%0.17%Q3 2014Q3 201817
CONNING INC. 1510.01%0.03%0.15%Q2 2016Q2 202117
People's United Financial, Inc. 17170.00%0.00%0.03%Q2 2013Q2 201717
Bangor Savings Bank 17170.04%0.08%0.13%Q2 2019Q2 202317
MARIETTA INVESTMENT PARTNERS LLC 1320.07%0.25%0.58%Q4 2013Q2 202317
Hamlin Capital Management, LLC 17172.19%2.96%3.42%Q1 2015Q1 201917
Eventide Asset Management 17170.00%0.06%0.11%Q3 2015Q3 201917
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1110.00%0.07%0.26%Q1 2017Q1 202317
ATLAS CAPITAL ADVISORS LLC 980.01%0.06%0.14%Q1 2019Q3 202317
ArchPoint Investors 17170.14%0.22%0.37%Q1 2015Q1 201917
Lenox Wealth Advisors, LLC 17170.00%0.00%0.03%Q4 2017Q4 202117
BALDWIN BROTHERS LLC/MA 930.01%0.27%1.40%Q2 2013Q2 202217
Independent Portfolio Consultants, Inc. 17170.14%0.29%0.53%Q2 2013Q2 201717
OPTIMUM INVESTMENT ADVISORS 1070.00%0.02%0.08%Q3 2013Q2 202017
Roof Eidam Maycock Peralta, LLC 17170.28%0.40%0.51%Q1 2019Q1 202317
WFG Advisors, LP 17170.00%0.02%0.03%Q2 2013Q2 201717
Veritable, L.P. 410.00%0.01%0.02%Q4 2012Q2 202217
TimeScale Financial, Inc. 16160.00%0.00%0.00%Q2 2019Q1 202316
Apriem Advisors 16160.00%0.02%0.03%Q2 2013Q1 201716
Murphy Pohlad Asset Management LLC 16161.02%1.89%2.24%Q2 2019Q1 202316
Sonora Investment Management, LLC 810.00%0.27%1.13%Q3 2015Q3 202116
Vigilant Capital Management, LLC 710.00%0.35%1.42%Q2 2013Q3 202216
HANCOCK WHITNEY CORP 16160.02%0.02%0.03%Q4 2019Q3 202316
DORCHESTER WEALTH MANAGEMENT Co 1420.04%0.08%0.12%Q1 2019Q1 202316
Virtu KCG Holdings LLC 16160.00%0.04%0.18%Q3 2013Q2 201716
Plante Moran Financial Advisors, LLC 810.00%0.01%0.05%Q3 2013Q1 202316
Vestmark Advisory Solutions, Inc. 1510.04%0.11%0.16%Q1 2019Q1 202316
Coastline Trust Co 16160.03%0.17%0.27%Q2 2019Q1 202316
Holowesko Partners Ltd. 1510.04%0.07%0.18%Q2 2013Q2 201716
NOMURA HOLDINGS INC 410.00%0.02%0.11%Q4 2012Q1 202316
Voya Financial Advisors, Inc. 1230.01%0.02%0.03%Q3 2016Q1 202115
IFG Advisory, LLC 720.02%0.09%0.16%Q4 2018Q1 202315
SALEM INVESTMENT COUNSELORS INC 710.00%0.00%0.02%Q1 2017Q1 202315
Stonebridge Capital Advisors LLC 910.00%0.06%0.82%Q4 2013Q1 202315
Broderick Brian C 15150.10%0.73%1.60%Q4 2012Q2 201615
WRIGHT INVESTORS SERVICE INC 15150.37%0.96%2.04%Q2 2013Q4 201615
VALICENTI ADVISORY SERVICES INC 15150.36%0.48%0.69%Q1 2020Q3 202315
Wellington Shields & Co., LLC 920.02%0.36%1.07%Q2 2017Q1 202315
OLD MISSION CAPITAL LLC 510.02%0.46%1.71%Q1 2015Q1 202315
Zions Bancorporation, N.A. 15150.00%0.01%0.04%Q3 2019Q1 202315
MOODY NATIONAL BANK TRUST DIVISION 15150.01%0.02%0.03%Q3 2018Q1 202215
Community Bank, N.A. 1210.00%0.00%0.00%Q4 2017Q3 202215
Ballentine Partners, LLC 810.01%0.01%0.01%Q4 2017Q1 202315
PREMIER ASSET MANAGEMENT LLC 15150.28%0.46%0.58%Q2 2019Q4 202215
COMMERZBANK AKTIENGESELLSCHAFT /FI 1410.00%0.00%0.01%Q1 2014Q4 201815
Chevy Chase Trust Holdings, LLC 910.00%0.08%0.40%Q3 2013Q1 202315
Camelot Portfolios, LLC 15150.31%0.51%0.74%Q1 2015Q3 201815
Pacifica Partners Inc. 15150.00%0.00%0.01%Q4 2019Q2 202315
BARROW HANLEY MEWHINNEY & STRAUSS LLC 15150.06%0.07%0.08%Q2 2013Q4 201615
Patriot Financial Group Insurance Agency, LLC 15150.00%0.01%0.02%Q4 2018Q2 202215
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Smith, Salley & Associates 15150.21%0.23%0.26%Q4 2019Q2 202315
Graves Light Lenhart Wealth, Inc. 15150.02%0.18%0.62%Q4 2018Q2 202215
UBS AG 660.00%0.01%0.02%Q2 2013Q3 201415
RMB Capital Management, LLC 15150.01%0.16%0.22%Q2 2013Q4 201615
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
SouthState Corp 860.01%0.05%0.13%Q2 2013Q2 202314
HOWE & RUSLING INC 540.00%0.02%0.04%Q2 2013Q4 201814
Column Capital Advisors, LLC 14140.00%0.01%0.01%Q4 2019Q1 202314
Cambridge Advisors Inc. 14140.11%0.17%0.25%Q4 2014Q1 201814
OFI Advisors LLC 730.01%0.02%0.03%Q3 2011Q3 201514
TWO SIGMA SECURITIES, LLC 410.00%0.03%0.37%Q2 2016Q3 202214
Trutina Financial LLC 1310.32%3.28%4.74%Q2 2013Q4 201614
HARBOR INVESTMENT ADVISORY, LLC 14140.00%0.03%0.04%Q4 2019Q1 202314
Fieldpoint Private Securities, LLC 730.01%0.20%0.72%Q2 2017Q2 202214
Trexquant Investment LP 410.02%0.11%0.44%Q4 2014Q1 202314
DREMAN VALUE MANAGEMENT, L L C 14140.00%0.27%0.57%Q2 2013Q3 201614
THORNBURG INVESTMENT MANAGEMENT INC 14140.09%0.14%0.20%Q4 2019Q1 202314
Addenda Capital Inc. 920.01%0.06%0.23%Q4 2013Q1 202314
Cable Hill Partners, LLC 710.01%0.07%0.18%Q3 2015Q2 202314
Wealthspire Advisors, L.P. 14140.00%0.02%0.06%Q4 2015Q1 201914
Clear Harbor Asset Management, LLC 1210.01%0.10%0.23%Q2 2013Q4 201914
CAPTRUST FINANCIAL ADVISORS 14140.00%0.00%0.01%Q4 2019Q1 202314
Ethic Inc. 14140.19%0.28%0.37%Q4 2019Q1 202314
BOSTON FAMILY OFFICE LLC 14140.03%0.03%0.04%Q2 2020Q3 202314
TORTOISE CAPITAL ADVISORS, L.L.C. 14140.00%0.00%0.00%Q1 2016Q2 201914
Proficio Capital Partners LLC 1310.00%0.03%0.04%Q4 2015Q2 201914
Cresset Asset Management, LLC 950.00%0.01%0.02%Q4 2018Q2 202214
Manchester Capital Management LLC 1030.00%0.01%0.03%Q2 2014Q1 202213
Financial Gravity Asset Management, Inc. 730.00%0.05%0.16%Q1 2018Q3 202313
BRANDYWINE OAK PRIVATE WEALTH LLC 13130.02%0.05%0.08%Q4 2018Q4 202113
Bellecapital International Ltd. 13130.18%0.31%0.54%Q4 2016Q4 201913
EATON VANCE MANAGEMENT 13130.00%0.00%0.00%Q3 2019Q3 202213
KANALY TRUST CO 13130.00%0.04%0.11%Q4 2013Q4 201613
JAMES INVESTMENT RESEARCH INC 13130.00%0.40%0.70%Q1 2020Q1 202313
DENVER INVESTMENT ADVISORS LLC 760.01%0.38%0.64%Q2 2013Q1 201813
Ellevest, Inc. 13130.00%0.01%0.02%Q1 2020Q1 202313
Quantitative Investment Management, LLC 620.02%0.08%0.19%Q3 2013Q2 202113
Squarepoint Ops LLC 310.00%0.02%0.16%Q3 2015Q1 202313
ST GERMAIN D J CO INC 13130.03%0.08%0.48%Q4 2019Q4 202213
First City Capital Management, Inc. 1110.14%0.48%0.75%Q2 2013Q4 201713
OSAIC HOLDINGS, INC. 13130.01%0.02%0.10%Q1 2020Q1 202313
MERCER GLOBAL ADVISORS INC /ADV 13130.01%0.02%0.03%Q2 2020Q2 202313
First Trust Bank, Ltd. 13136.64%10.93%18.68%Q1 2015Q1 201813
WELCH & FORBES LLC 13130.03%0.17%0.35%Q2 2013Q2 201613
DEERE & CO 13130.04%0.06%0.13%Q2 2013Q2 201613
KLINGENSTEIN FIELDS & CO LP 1210.01%0.87%1.21%Q2 2013Q4 201613
BRINKER CAPITAL INC 13130.02%0.08%0.14%Q2 2017Q2 202013
Parkside Financial Bank & Trust 1120.00%0.00%0.00%Q2 2016Q1 202313
Ironwood Financial, llc 13130.00%0.00%0.01%Q3 2018Q3 202113
Valeo Financial Advisors, LLC 1210.00%0.00%0.00%Q3 2017Q1 202113
Sterling Capital Management LLC 1210.00%0.00%0.02%Q1 2013Q3 201913
PEAPACK GLADSTONE FINANCIAL CORP 1210.01%0.01%0.01%Q4 2019Q1 202313
Ashfield Capital Partners, LLC 1030.03%0.04%0.06%Q2 2013Q4 201713
BLUE SQUARE ASSET MANAGEMENT, LLC 1110.15%0.47%0.72%Q3 2019Q1 202312
LAKE STREET ADVISORS GROUP, LLC 1110.02%0.04%0.08%Q1 2020Q2 202312
MONETA GROUP INVESTMENT ADVISORS LLC 1110.01%0.20%0.36%Q3 2012Q3 201512
MYCIO WEALTH PARTNERS, LLC 660.00%0.00%0.01%Q2 2013Q3 201612
PARK AVENUE SECURITIES LLC 12120.01%0.01%0.01%Q2 2020Q1 202312
BRAVE ASSET MANAGEMENT INC 12120.08%0.34%0.62%Q4 2013Q3 201612
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610.00%0.01%0.02%Q4 2019Q1 202312
Rehmann Capital Advisory Group 750.00%0.02%0.05%Q1 2016Q3 201912
TCTC Holdings, LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
Vanguard Personalized Indexing Management, LLC 1110.06%0.10%0.22%Q1 2020Q1 202312
Moloney Securities Asset Management, LLC 840.07%0.15%0.32%Q2 2018Q4 202112
SMITH ASSET MANAGEMENT GROUP LP 12120.01%0.03%0.09%Q2 2016Q1 201912
SOMERVILLE KURT F 12120.15%1.10%1.51%Q4 2012Q3 201512
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
NOMURA ASSET MANAGEMENT CO LTD 660.00%0.00%0.00%Q2 2018Q3 202112
CAPITAL MANAGEMENT CORP /VA 660.48%1.07%1.97%Q2 2015Q4 201912
Enterprise Trust & Investment Co 12120.01%0.01%0.01%Q3 2019Q2 202212
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 710.01%0.08%0.28%Q1 2018Q1 202312
FinTrust Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
CAPITAL GUARDIAN TRUST CO 910.00%0.01%0.03%Q2 2013Q3 201812
Mariner, LLC 710.00%0.01%0.03%Q3 2018Q1 202312
TOCQUEVILLE ASSET MANAGEMENT L.P. 910.00%0.01%0.02%Q2 2014Q3 202112
Princeton Global Asset Management LLC 12120.01%0.01%0.01%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BSW Wealth Partners 12120.07%0.13%0.18%Q2 2020Q1 202312
THOMAS WHITE INTERNATIONAL LTD 530.00%0.47%1.44%Q2 2013Q2 202312
JONES FINANCIAL COMPANIES LLLP 1020.00%0.00%0.00%Q2 2013Q1 202312
RUSSELL FRANK CO/ 12120.04%0.05%0.06%Q2 2013Q1 201612
Carnegie Capital Asset Management, LLC 12120.03%0.03%0.04%Q1 2019Q4 202112
Dorsey Wright & Associates 840.05%0.90%1.16%Q3 2020Q3 202312
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Gotham Asset Management, LLC 11110.01%0.01%0.03%Q2 2017Q4 201911
Independence Bank of Kentucky 11110.00%0.00%0.01%Q1 2021Q3 202311
STEVENS CAPITAL MANAGEMENT LP 410.01%0.03%0.08%Q3 2013Q2 201811
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.00%0.01%Q2 2018Q4 202211
Altium Wealth Management LLC 1010.05%0.07%0.10%Q2 2018Q2 202211
BANK OF HAWAII 830.01%0.02%0.03%Q2 2020Q1 202311
Snowden Capital Advisors LLC 620.00%0.01%0.02%Q2 2019Q1 202311
Prime Capital Investment Advisors, LLC 920.00%0.00%0.01%Q1 2019Q2 202311
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 11111.06%1.47%1.93%Q2 2013Q4 201511
Brinker Capital Investments, LLC 810.00%0.05%0.08%Q4 2013Q4 202211
HHM Wealth Advisors, LLC 650.00%0.00%0.00%Q1 2020Q1 202311
Mayflower Financial Advisors, LLC 11110.07%0.15%0.20%Q4 2020Q2 202311
Green Alpha Advisors, LLC 11110.88%1.05%1.37%Q4 2020Q2 202311
FIDGEON TIMOTHY F 11110.16%0.31%0.51%Q1 2013Q3 201511
Morningstar Investment Services LLC 620.01%0.06%0.14%Q2 2013Q2 201911
PRIVATE TRUST CO NA 740.01%0.01%0.02%Q1 2013Q1 202311
PERSONAL CFO SOLUTIONS, LLC 11110.00%0.05%0.07%Q3 2020Q1 202311
HighPoint Advisor Group LLC 610.02%0.04%0.10%Q1 2016Q2 202211
LVW Advisors, LLC 11110.04%0.15%0.18%Q3 2020Q1 202311
PORTLAND INVESTMENT COUNSEL INC. 810.30%0.93%3.16%Q2 2013Q3 201611
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.03%0.10%Q3 2015Q1 202311
Ativo Capital Management LLC 11110.41%0.57%0.67%Q2 2015Q4 201711
Fayerweather Charles 11110.69%1.56%1.89%Q4 2012Q2 201511
Cedar Brook Financial Partners, LLC 11110.05%0.09%0.10%Q3 2020Q1 202311
American Research & Management Co. 1010.00%0.01%0.01%Q2 2013Q3 202211
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 650.09%0.13%0.16%Q1 2020Q3 202311
Diversified Investment Strategies, LLC 11110.21%2.35%3.52%Q3 2015Q1 201811
Beacon Capital Management, Inc. 11110.00%0.00%0.00%Q4 2013Q2 201611
Richard P Slaughter Associates Inc 740.44%0.57%0.69%Q4 2019Q1 202311
Capital International Investors 11110.08%0.14%0.16%Q3 2020Q1 202311
Hudson Value Partners, LLC 11111.85%2.30%2.71%Q4 2020Q2 202311
CHELSEA COUNSEL CO 11110.45%0.80%1.32%Q1 2014Q3 201611
Hexagon Capital Partners LLC 11110.01%0.02%0.03%Q3 2020Q1 202311
Zions Bancorporation 910.00%0.00%0.01%Q1 2015Q3 201811
PUZO MICHAEL J 11110.48%1.18%1.44%Q4 2012Q2 201511
Avior Wealth Management, LLC 650.00%0.00%0.01%Q1 2020Q1 202311
Blume Capital Management, Inc. 920.03%0.04%0.07%Q4 2014Q1 202311
Eagle Ridge Investment Management 11110.46%0.53%0.62%Q3 2015Q1 201811
SOA Wealth Advisors, LLC. 11110.01%0.01%0.01%Q4 2020Q2 202311
AE Wealth Management LLC 1010.00%0.00%0.02%Q2 2019Q1 202311
Brick & Kyle, Associates 10100.01%0.01%0.01%Q4 2014Q1 201710
Sowell Financial Services LLC 820.02%0.03%0.04%Q4 2018Q2 202110
Cetera Investment Advisers 10100.00%0.00%0.01%Q4 2020Q1 202310
Ancora Advisors LLC 430.00%0.01%0.04%Q3 2013Q3 202310
BerganKDV Wealth Management, LLC 640.00%0.00%0.00%Q4 2018Q2 202210
Cerity Partners LLC 410.00%0.02%0.05%Q3 2017Q1 202310
West Coast Financial LLC 10100.08%0.58%1.16%Q2 2013Q3 201510
Virtu Financial LLC 310.01%0.03%0.13%Q2 2013Q4 202110
Fiduciary Trust Co International of Pennsylvania 910.01%0.08%0.18%Q2 2013Q2 201710
Trust CO of the Ozarks 10100.13%0.15%0.18%Q2 2013Q3 201510
NTV ASSET MANAGEMENT LLC 10100.07%0.09%0.11%Q2 2013Q3 201510
Convergence Investment Partners, LLC 910.01%0.11%0.32%Q2 2013Q1 201810
Geneva Advisors, LLC 550.01%0.04%0.09%Q2 2013Q4 201610
Sargent Bickham Lagudis LLC 10100.01%0.01%0.01%Q3 2020Q4 202210
Venturi Wealth Management, LLC 10100.05%0.09%0.10%Q4 2020Q1 202310
JANUS HENDERSON GROUP PLC 10100.00%0.00%0.00%Q1 2020Q2 202210
MEEDER ASSET MANAGEMENT INC 520.00%0.00%0.00%Q4 2019Q3 202210
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10100.07%0.09%0.12%Q4 2020Q1 202310
Bond & Devick Financial Network, Inc. 10100.25%0.29%0.35%Q4 2020Q1 202310
HALSEY ASSOCIATES INC/CT 10100.05%0.99%2.46%Q2 2013Q3 201510
Boston Common Asset Management, LLC 10100.01%0.39%0.70%Q2 2013Q3 201510
Regal Investment Advisors LLC 610.00%0.04%0.07%Q2 2013Q4 201910
NORTHROAD CAPITAL MANAGEMENT LLC 10102.02%2.28%2.54%Q2 2013Q3 201510
Berman Capital Advisors, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.00%0.00%Q3 2014Q3 201710
DEARBORN PARTNERS LLC 10100.02%0.02%0.02%Q1 2020Q2 202210
Cetera Advisor Networks LLC 810.00%0.01%0.01%Q3 2018Q1 202310
MACROVIEW INVESTMENT MANAGEMENT LLC 10100.00%0.00%0.00%Q1 2018Q2 202010
Clearstead Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Archford Capital Strategies, LLC 730.00%0.04%0.16%Q1 2014Q1 202310
Center for Financial Planning, Inc. 910.00%0.00%0.00%Q1 2020Q1 202310
Susquehanna International Securities, Ltd. 410.09%0.58%2.63%Q3 2019Q1 202310
FineMark National Bank & Trust 10100.00%0.00%0.03%Q2 2013Q3 201510
First Trust Direct Indexing L.P. 10100.13%0.16%0.23%Q4 2020Q1 202310
Cribstone Capital Management, LLC 10100.00%0.01%0.01%Q2 2017Q3 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
MITCHELL & PAHL PRIVATE WEALTH, LLC 10100.55%0.62%0.67%Q4 2020Q1 202310
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.00%0.03%0.04%Q2 2013Q3 201510
Westside Investment Management, Inc. 640.00%0.01%0.02%Q3 2017Q4 202210
STRATEGY ASSET MANAGERS LLC 10100.57%0.70%0.94%Q4 2020Q1 202310
Integrated Wealth Concepts LLC 990.02%0.03%0.04%Q1 2021Q1 20239
Qube Research & Technologies Ltd 310.00%0.10%0.52%Q3 2019Q2 20239
Russell Investments Group, Ltd. 330.00%0.01%0.05%Q4 2016Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.04%0.05%0.06%Q2 2013Q2 20159
Whitnell & Co. 630.00%0.00%0.00%Q3 2015Q2 20189
Stanley-Laman Group, Ltd. 990.05%0.06%0.08%Q1 2014Q1 20169
Nichols Asset Management LLC 990.04%0.05%0.06%Q2 2013Q2 20159
SENTINEL ASSET MANAGEMENT, INC. 990.02%0.35%0.59%Q2 2013Q2 20159
FIDUCIARY TRUST CO 990.00%0.00%0.01%Q2 2021Q2 20239
Concord Wealth Partners 720.00%0.04%0.08%Q4 2020Q1 20239
Kestra Advisory Services, LLC 990.01%0.01%0.01%Q1 2021Q1 20239
HAP Trading, LLC 210.00%0.01%0.03%Q1 2019Q1 20229
MID CONTINENT CAPITAL LLC/IL 990.01%0.08%0.12%Q2 2013Q2 20159
Sigma Planning Corp 310.01%0.05%0.09%Q4 2014Q1 20239
Kidder Stephen W 810.13%0.92%1.40%Q4 2012Q1 20159
WEDBUSH SECURITIES INC 540.02%0.03%0.04%Q4 2017Q1 20209
Point72 Asset Management, L.P. 410.00%0.05%0.21%Q4 2016Q1 20229
CAPITAL INTERNATIONAL LTD /CA/ 990.06%0.06%0.07%Q2 2013Q2 20159
Telos Capital Management, Inc. 990.11%0.18%0.24%Q2 2013Q2 20159
NUANCE INVESTMENTS, LLC 990.24%0.86%1.77%Q4 2018Q4 20209
LEVIN CAPITAL STRATEGIES, L.P. 630.01%0.18%0.31%Q2 2013Q3 20189
Janney Capital Management LLC 990.01%0.01%0.01%Q3 2017Q3 20199
Smithfield Trust Co 540.01%0.03%0.08%Q2 2013Q4 20219
Dunvegan Associates, Inc. 990.10%0.12%0.17%Q4 2013Q4 20159
GROUP ONE TRADING, L.P. 310.00%0.01%0.04%Q2 2017Q1 20239
Arjuna Capital 990.13%0.29%0.38%Q1 2021Q1 20239
Altshuler Shaham Ltd 310.00%0.00%0.01%Q2 2018Q4 20219
PATHSTONE FAMILY OFFICE, LLC 990.02%0.03%0.04%Q1 2021Q1 20239
TOMPKINS FINANCIAL CORP 310.00%0.00%0.00%Q4 2013Q1 20179
Alaethes Wealth LLC 990.62%0.69%0.76%Q1 2021Q1 20239
SALEM CAPITAL MANAGEMENT INC 990.11%1.69%2.39%Q2 2013Q2 20159
GREENLEAF TRUST 710.00%0.01%0.01%Q1 2017Q1 20239
MGO ONE SEVEN LLC 610.01%0.02%0.03%Q4 2017Q1 20239
Evercore Wealth Management, LLC 990.00%0.01%0.01%Q2 2013Q2 20159
Thomas J. Herzfeld Advisors, Inc. 990.00%0.00%0.00%Q2 2017Q2 20199
Avestar Capital, LLC 310.00%0.03%0.08%Q4 2017Q1 20239
Laidlaw Group, LLC 991.08%1.25%1.44%Q2 2013Q2 20159
Winfield Associates, Inc. 990.01%0.10%0.23%Q1 2016Q1 20189
SEVEN EIGHT CAPITAL, LP 310.00%0.16%0.47%Q1 2016Q3 20229
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 810.00%0.01%0.02%Q3 2017Q1 20239
NorthCoast Asset Management LLC 310.01%0.14%0.35%Q4 2013Q3 20219
WHV Investments, Inc. 990.01%0.02%0.02%Q2 2013Q2 20159
Jacobi Capital Management LLC 810.00%0.03%0.06%Q2 2016Q4 20209
TD ASSET MANAGEMENT INC 510.00%0.00%0.01%Q2 2013Q1 20209
Harel Insurance Investments & Financial Services Ltd. 990.00%0.01%0.06%Q1 2019Q1 20219
ELEFANTE MICHAEL B 990.60%1.10%1.46%Q4 2012Q4 20149
Bayesian Capital Management, LP 310.05%0.11%0.19%Q4 2017Q4 20229
MCDONALD PARTNERS LLC 990.08%0.23%0.60%Q4 2020Q4 20229
St. James Investment Company, LLC 540.02%0.50%2.30%Q1 2015Q1 20209
NAVELLIER & ASSOCIATES INC 880.01%0.02%0.03%Q1 2013Q4 20148
ALLIANCEBERNSTEIN L.P. 710.00%0.01%0.02%Q2 2013Q1 20178
ZWJ INVESTMENT COUNSEL INC 440.02%0.02%0.02%Q1 2017Q1 20238
Tyers Asset Management LLC 880.02%0.02%0.02%Q4 2016Q3 20188
Legacy Financial Advisors, Inc. 620.00%0.03%0.13%Q4 2017Q1 20208
HBK INVESTMENTS L P 310.01%0.02%0.03%Q2 2013Q1 20198
Meadow Creek Investment Management LLC 880.02%0.02%0.02%Q4 2016Q3 20188
Pinnacle Bancorp, Inc. 880.00%0.00%0.01%Q3 2020Q2 20228
EMERSON INVESTMENT MANAGEMENT, LLC 880.35%0.43%0.46%Q2 2014Q1 20168
Gemmer Asset Management LLC 880.00%0.00%0.00%Q1 2018Q4 20198
LINCOLN NATIONAL CORP 880.01%0.01%0.01%Q3 2019Q2 20218
Abundance Wealth Counselors 620.03%0.17%0.24%Q1 2021Q1 20238
PEG CAPITAL MANAGEMENT INC /NH/ 882.95%3.85%4.46%Q2 2013Q1 20158
Perigon Wealth Management, LLC 410.00%0.02%0.02%Q3 2011Q1 20238
CITIZENS FINANCIAL GROUP INC/RI 880.00%0.00%0.01%Q4 2015Q3 20178
RITHOLTZ WEALTH MANAGEMENT 880.02%0.08%0.13%Q2 2021Q1 20238
NumerixS Investment Technologies Inc 310.00%0.02%0.04%Q4 2015Q1 20208
Elkfork Partners LLC 880.02%0.02%0.02%Q4 2016Q3 20188
MILLER HOWARD INVESTMENTS INC /NY 880.06%0.31%1.21%Q2 2018Q1 20208
HRT FINANCIAL LP 210.00%0.03%0.14%Q2 2016Q4 20228
Transamerica Financial Advisors, Inc. 880.00%0.00%0.00%Q2 2013Q1 20158
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 880.01%0.02%0.03%Q4 2016Q3 20188
First PREMIER Bank 880.01%0.01%0.02%Q2 2018Q1 20208
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
KB FINANCIAL PARTNERS, LLC 620.00%0.00%0.00%Q1 2021Q1 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
Glen Harbor Capital Management LLC 880.02%0.03%0.03%Q4 2016Q3 20188
New England Research & Management, Inc. 420.13%0.45%0.74%Q4 2013Q4 20228
CenterStar Asset Management, LLC 310.00%0.07%0.39%Q2 2019Q2 20208
JANICZEK WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q2 2020Q1 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
TURNER INVESTMENTS LLC 880.01%0.02%0.04%Q2 2013Q1 20158
B. Riley Wealth Advisors, Inc. 610.00%0.06%0.12%Q4 2014Q2 20238
Schonfeld Strategic Advisors LLC 510.01%0.01%0.03%Q4 2016Q3 20228
EVOKE WEALTH, LLC 440.00%0.01%0.02%Q3 2019Q2 20228
NewEdge Wealth, LLC 880.01%0.03%0.06%Q2 2021Q1 20238
RNC CAPITAL MANAGEMENT LLC 880.01%0.02%0.02%Q4 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 880.00%0.00%0.00%Q2 2021Q1 20238
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.01%Q1 2021Q1 20238
BECK CAPITAL MANAGEMENT, LLC 410.11%0.20%0.32%Q1 2017Q1 20228
WRAPMANAGER INC 620.07%0.08%0.09%Q1 2021Q1 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.02%0.02%0.02%Q4 2019Q3 20218
BAIRD ROBERT W & CO INC /WI/ 880.03%0.08%0.14%Q2 2013Q1 20158
MAKENA CAPITAL MANAGEMENT LLC 530.45%1.33%1.95%Q1 2020Q3 20228
Compagnie Lombard Odier SCmA 880.00%0.00%0.01%Q1 2015Q4 20168
Windsor Financial Group, LLC 880.10%0.20%0.26%Q1 2015Q4 20168
AMP Capital Investors Ltd 710.00%0.01%0.02%Q4 2015Q3 20218
Rex Capital Advisors, LLC 770.28%0.33%0.42%Q3 2013Q1 20157
Clarus Wealth Advisors 770.07%0.15%0.24%Q4 2017Q2 20197
Key FInancial Inc 770.00%0.00%0.00%Q3 2021Q1 20237
Rise Advisors, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Notis-McConarty Edward 770.16%0.28%0.39%Q4 2013Q2 20157
Squar Milner Financial Services LLC 520.00%0.00%0.01%Q2 2018Q1 20207
BAILARD, INC. 770.01%0.01%0.01%Q3 2021Q1 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.01%Q2 2013Q4 20147
Americana Partners, LLC 610.00%0.07%0.18%Q4 2019Q1 20237
Allen Investment Management, LLC 770.01%0.02%0.02%Q4 2016Q2 20187
Allianz Asset Management GmbH 510.00%0.00%0.00%Q2 2013Q2 20227
CIBC BANK USA 430.04%0.06%0.10%Q2 2013Q3 20167
NovaPoint Capital, LLC 770.09%0.20%0.37%Q3 2021Q1 20237
Lombard Odier & Cie (Bahamas) Ltd 770.01%0.01%0.01%Q4 2013Q2 20157
Kore Private Wealth LLC 320.00%0.01%0.03%Q4 2018Q3 20217
BOSTON FINANCIAL MANGEMENT LLC 770.19%0.22%0.25%Q2 2016Q4 20177
OLD SECOND NATIONAL BANK OF AURORA 610.00%0.00%0.00%Q3 2021Q2 20237
Y-Intercept (Hong Kong) Ltd 410.09%0.18%0.56%Q4 2020Q4 20227
AUGUSTINE ASSET MANAGEMENT INC 520.44%1.06%2.33%Q1 2017Q4 20187
Liberty Mutual Group Asset Management Inc. 770.02%0.02%0.03%Q1 2016Q3 20177
TOWNSQUARE CAPITAL LLC 520.01%0.01%0.01%Q1 2021Q1 20237
Eagle Bay Advisors LLC 430.03%0.04%0.06%Q2 2021Q1 20237
EQUITABLE TRUST CO 770.02%0.02%0.02%Q1 2022Q3 20237
INGALLS & SNYDER LLC 410.01%0.02%0.02%Q2 2016Q3 20187
CREATIVE FINANCIAL DESIGNS INC /ADV 520.00%0.00%0.01%Q4 2016Q3 20217
Boston Partners 430.01%0.10%0.20%Q2 2013Q3 20187
Jefferies Group LLC 210.00%0.00%0.00%Q1 2014Q4 20187
SHAPIRO ROBERT N 770.01%0.03%0.05%Q2 2013Q4 20147
J.P. Marvel Investment Advisors, LLC 770.64%1.46%1.74%Q2 2013Q4 20147
HERITAGE WEALTH MANAGEMENT, LLC 430.05%0.12%0.17%Q1 2021Q4 20227
Edge Advisors, LLC 770.20%0.26%0.32%Q4 2016Q2 20187
Carmel Capital Management L.L.C. 772.00%2.33%2.76%Q4 2021Q2 20237
Garrison Asset Management, LLC 771.44%1.65%1.88%Q2 2013Q4 20147
GoalVest Advisory LLC 520.02%0.21%0.51%Q1 2021Q1 20237
Krilogy Financial LLC 430.00%0.06%0.13%Q3 2017Q4 20197
FORA Capital, LLC 310.04%0.10%0.23%Q1 2020Q3 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Quent Capital, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Savior LLC 770.00%0.01%0.01%Q4 2019Q2 20217
FNY Investment Advisers, LLC 410.11%1.13%2.82%Q2 2019Q3 20227
Manning & Napier Group, LLC 610.04%0.05%0.05%Q4 2017Q2 20237
GPS Wealth Strategies Group, LLC 610.00%0.00%0.00%Q2 2021Q1 20237
Dynamic Technology Lab Private Ltd 210.05%0.11%0.16%Q3 2015Q1 20227
Wealthspire Advisors, LLC 410.00%0.01%0.02%Q4 2018Q1 20237
HARTFORD INVESTMENT MANAGEMENT CO 410.00%0.01%0.02%Q1 2015Q1 20217
CAMBRIDGE TRUST CO 770.00%0.00%0.01%Q4 2021Q2 20237
Nationwide Fund Advisors 430.01%0.02%0.04%Q2 2013Q1 20157
THOROUGHBRED FINANCIAL SERVICES, LLC 770.05%0.11%0.16%Q3 2021Q1 20237
Progressive Investment Management Corp 771.48%1.66%1.88%Q2 2015Q4 20167
Hanson & Doremus Investment Management 770.01%0.01%0.01%Q3 2013Q1 20157
Mount Yale Investment Advisors, LLC 430.02%0.04%0.08%Q1 2018Q1 20237
Perennial Investment Advisors, LLC 770.07%0.09%0.11%Q3 2020Q1 20227
First Affirmative Financial Network 770.34%0.44%0.63%Q3 2021Q1 20237
Herold Advisors, Inc. 770.15%0.18%0.22%Q3 2021Q1 20237
Braun-Bostich & Associates Inc. 770.06%0.07%0.08%Q4 2017Q2 20197
CNB Bank 770.00%0.01%0.02%Q4 2017Q2 20197
Beacon Pointe Advisors, LLC 770.01%0.01%0.02%Q3 2021Q1 20237
Placemark Investments, Inc. 770.04%0.06%0.09%Q2 2013Q4 20147
NICHOLS & PRATT ADVISERS LLP /MA 520.05%0.32%0.70%Q2 2013Q1 20157
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.00%0.04%0.08%Q3 2018Q1 20237
Private Ocean, LLC 430.00%0.00%0.01%Q1 2018Q3 20237
UMB Bank, n.a. 770.00%0.00%0.01%Q4 2021Q2 20237
TRUE Private Wealth Advisors 510.00%0.01%0.02%Q3 2018Q4 20207
CHICAGO TRUST Co NA 610.07%0.13%0.18%Q4 2020Q3 20227
Destiny Wealth Partners, LLC 520.00%0.00%0.00%Q4 2020Q3 20227
TRUSTCORE FINANCIAL SERVICES, LLC 410.00%0.00%0.00%Q2 2018Q2 20226
Norway Savings Bank 660.00%0.00%0.00%Q4 2020Q1 20226
Sandy Spring Bank 330.00%0.00%0.00%Q2 2013Q4 20146
JFS WEALTH ADVISORS, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
TRUST CO OF TOLEDO NA /OH/ 660.25%0.30%0.35%Q2 2013Q3 20146
EVERGREEN CAPITAL MANAGEMENT LLC 310.01%0.02%0.03%Q3 2018Q1 20236
KMS FINANCIAL SERVICES, INC 660.12%0.18%0.29%Q2 2013Q3 20146
West Family Investments, Inc. 420.12%0.13%0.15%Q2 2021Q4 20226
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 510.01%0.13%0.25%Q3 2013Q2 20166
EXENCIAL WEALTH ADVISORS, LLC 661.23%1.45%1.62%Q1 2013Q2 20146
Gitterman Wealth Management, LLC 510.11%0.16%0.19%Q1 2021Q4 20226
Barrett Asset Management, LLC 510.00%0.00%0.00%Q1 2015Q4 20216
Diversified Trust Co 510.01%0.01%0.03%Q2 2013Q4 20236
FCA CORP /TX 330.69%0.87%1.07%Q4 2014Q2 20166
Malaga Cove Capital, LLC 660.21%0.35%0.42%Q4 2021Q1 20236
AVANTAX ADVISORY SERVICES, INC. 660.00%0.01%0.01%Q4 2021Q1 20236
Steinberg Global Asset Management 660.10%0.28%0.43%Q4 2016Q1 20186
Edgestream Partners, L.P. 420.04%0.18%0.46%Q3 2021Q1 20236
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Stifel Trust Company, N.A. 660.88%1.00%1.08%Q2 2013Q3 20146
Financial Management Professionals, Inc. 310.00%0.00%0.00%Q2 2020Q3 20226
Barry Investment Advisors, LLC 660.00%1.63%2.07%Q4 2014Q1 20166
PARSONS CAPITAL MANAGEMENT INC/RI 510.03%0.03%0.04%Q3 2013Q1 20156
BANK OF THE WEST 420.03%0.04%0.06%Q1 2017Q3 20186
CITY HOLDING CO 660.00%0.00%0.00%Q4 2021Q1 20236
Inlet Private Wealth, LLC 660.27%0.38%0.67%Q1 2019Q2 20206
Bell Investment Advisors, Inc 420.00%0.00%0.01%Q3 2021Q1 20236
Alerus Investment Advisors Corp 660.01%0.10%0.15%Q4 2013Q1 20156
BECK MACK & OLIVER LLC 660.02%0.02%0.03%Q2 2013Q3 20146
Page Arthur B 660.20%0.33%0.60%Q4 2013Q1 20156
TRUST DEPARTMENT MB FINANCIAL BANK N A 660.00%0.00%0.00%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.18%0.27%0.34%Q2 2013Q3 20146
Community Bank & Trust, Waco, Texas 660.09%0.21%0.37%Q2 2017Q3 20186
SRS Capital Advisors, Inc. 310.00%0.00%0.01%Q4 2016Q2 20226
Forum Financial Management, LP 660.02%0.03%0.04%Q4 2021Q1 20236
NorthCrest Asset Manangement, LLC 660.15%0.18%0.22%Q4 2021Q1 20236
Sequoia Financial Advisors, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Shilanski & Associates, Inc. 330.09%0.10%0.12%Q3 2021Q2 20236
ExodusPoint Capital Management, LP 210.00%0.01%0.02%Q2 2019Q4 20226
EverSource Wealth Advisors, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Mission Creek Capital Partners, Inc. 510.03%0.05%0.07%Q1 2021Q1 20236
Li Winifred I 660.01%0.01%0.01%Q2 2013Q3 20146
Hemenway Trust Co LLC 660.68%0.84%0.95%Q1 2013Q2 20146
PFG Advisors 660.08%0.08%0.09%Q4 2021Q1 20236
Qtron Investments LLC 660.06%0.09%0.14%Q2 2021Q3 20226
NATIONAL BANK OF CANADA /FI/ 660.00%0.01%0.01%Q4 2021Q1 20236
Garner Asset Management Corp 660.19%0.28%0.35%Q2 2017Q3 20186
Schechter Investment Advisors, LLC 660.08%0.09%0.10%Q4 2021Q1 20236
Arkadios Wealth Advisors 420.00%0.00%0.00%Q4 2019Q3 20216
Crosspoint Capital Strategies, LLC 510.00%0.01%0.01%Q4 2013Q3 20156
Cedar Wealth Management, LLC 660.03%0.04%0.04%Q4 2021Q1 20236
Long Run Wealth Advisors, LLC 660.33%0.43%0.54%Q4 2021Q1 20236
MCMILLION CAPITAL MANAGEMENT INC 661.05%1.28%1.47%Q2 2017Q3 20186
COOKSON PEIRCE & CO INC 660.02%0.05%0.06%Q4 2020Q1 20226
ACADIAN ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q4 2013Q2 20236
V Wealth Advisors LLC 510.00%0.05%0.07%Q2 2017Q1 20226
TEXAS CAPITAL BANCSHARES INC/TX 660.14%0.19%0.27%Q2 2013Q3 20146
Laurel Wealth Planning LLC 660.00%0.01%0.01%Q3 2021Q4 20226
AXA S.A. 320.00%0.00%0.00%Q3 2020Q1 20235
MOTCO 210.00%0.00%0.00%Q3 2018Q3 20235
Marshall Wace North America L.P. 210.01%0.02%0.02%Q1 2017Q3 20205
SELDON CAPITAL LP 550.02%0.02%0.03%Q4 2021Q4 20225
Ameritas Investment Company, LLC 210.00%0.00%0.00%Q4 2018Q1 20215
TCI Wealth Advisors, Inc. 110.00%0.00%0.01%Q4 2012Q3 20225
SteelPeak Wealth, LLC 310.02%0.03%0.04%Q2 2021Q1 20235
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Horizon Kinetics 550.01%0.01%0.01%Q4 2017Q4 20185
Beacon Capital Management, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
MV CAPITAL MANAGEMENT, INC. 550.00%0.00%0.00%Q1 2022Q1 20235
TRADITION CAPITAL MANAGEMENT LLC 550.08%1.45%1.85%Q2 2013Q2 20145
Tradewinds Capital Management, LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Gupta Wealth Management LLC 550.09%0.17%0.27%Q1 2015Q1 20165
BANCED CORP 550.24%0.39%0.61%Q4 2013Q4 20145
BlackRock Investment Management, LLC 210.00%0.00%0.00%Q2 2013Q3 20155
Wealthcare Advisory Partners LLC 410.00%0.04%0.05%Q3 2018Q3 20215
INTRUST BANK NA 320.03%0.03%0.04%Q4 2021Q2 20235
Willingdon Wealth Management 550.00%0.01%0.02%Q1 2018Q1 20195
HANSBERGER GLOBAL INVESTORS INC/FL 550.32%0.36%0.45%Q2 2013Q2 20145
FEDERATED HERMES, INC. 410.00%0.02%0.04%Q4 2017Q2 20225
Olstein Capital Management, L.P. 550.36%0.92%1.20%Q2 2013Q2 20145
Naviter Wealth, LLC 550.18%0.20%0.24%Q2 2022Q2 20235
InTrack Investment Management Inc 550.31%0.42%0.56%Q1 2022Q1 20235
Eudaimonia Partners, LLC 410.01%0.01%0.01%Q4 2019Q1 20215
SOUTHPORT MANAGEMENT, L.L.C. 551.69%2.12%2.75%Q3 2020Q3 20215
VALLEY NATIONAL BANCORP 550.07%0.08%0.10%Q4 2013Q4 20145
KELLEHER FINANCIAL ADVISORS 550.45%0.51%0.54%Q2 2019Q2 20205
RPg Family Wealth Advisory, LLC 550.01%0.01%0.02%Q4 2015Q4 20165
Vise Technologies, Inc. 550.08%0.18%0.26%Q1 2022Q1 20235
Knowledge Leaders Capital, LLC 310.03%0.35%1.46%Q1 2017Q2 20215
SHELL ASSET MANAGEMENT CO 550.00%0.00%0.00%Q3 2016Q3 20175
Wunderlich Capital Managemnt 550.91%1.05%1.24%Q4 2013Q4 20145
Grove Bank & Trust 550.00%0.00%0.00%Q4 2016Q4 20175
Horizons Wealth Management 550.19%0.20%0.22%Q2 2022Q2 20235
Wilmington Trust, National Association 550.02%0.03%0.04%Q2 2013Q2 20145
Epoch Investment Partners, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Williams Jones Wealth Management, LLC. 550.00%0.00%0.01%Q3 2022Q3 20235
C-J Advisory, Inc. 410.00%0.01%0.02%Q3 2016Q4 20185
MAI Capital Management 550.01%0.01%0.01%Q3 2022Q3 20235
Osborn Williams & Donohoe LLC 410.01%0.06%0.10%Q2 2014Q1 20195
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.04%0.05%0.07%Q1 2022Q1 20235
BBVA USA Bancshares, Inc. 550.06%0.08%0.09%Q1 2020Q1 20215
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 550.06%0.09%0.15%Q2 2013Q2 20145
Long Wharf Investors, Inc. 550.38%0.48%0.54%Q2 2013Q2 20145
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 550.75%0.84%0.92%Q4 2017Q4 20185
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q4 20195
Quantinno Capital Management LP 550.04%0.05%0.06%Q2 2022Q2 20235
Timber Hill LLC 320.00%0.00%0.01%Q2 2014Q4 20155
Kavar Capital Partners, LLC 550.00%0.68%0.99%Q4 2013Q4 20145
HAMEL ASSOCIATES, INC. 550.27%0.71%0.86%Q1 2014Q1 20155
STONEBRIDGE CAPITAL MANAGEMENT INC 550.49%0.64%0.87%Q1 2019Q1 20205
Greylin Investment Management, Inc 410.06%0.10%0.11%Q3 2016Q4 20175
FRANKLIN STREET ADVISORS INC /NC 550.50%0.74%0.84%Q2 2013Q2 20145
Ranch Capital Advisors Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
VOYA INVESTMENT MANAGEMENT LLC 410.00%0.01%0.01%Q2 2013Q3 20225
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
SVB WEALTH LLC 410.00%0.00%0.01%Q1 2021Q3 20235
HERNDON CAPITAL MANAGEMENT LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Rodgers Brothers Inc. 310.10%0.20%0.36%Q4 2013Q4 20225
Blueprint Investment Partners LLC 320.03%0.06%0.12%Q3 2021Q1 20235
Round Table Services, LLC 310.07%0.08%0.09%Q1 2017Q4 20185
Royal Fund Management, LLC 550.01%0.08%0.13%Q1 2019Q1 20205
Rosenberg Matthew Hamilton 550.02%0.02%0.02%Q2 2022Q2 20235
Icon Wealth Partners, LLC 410.03%0.05%0.06%Q4 2017Q1 20195
HighTower Trust Company, N.A. 550.06%0.17%0.39%Q2 2013Q2 20145
FOX RUN MANAGEMENT, L.L.C. 210.11%0.17%0.24%Q2 2016Q2 20225
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 410.01%0.03%0.10%Q4 2017Q3 20235
Biechele Royce Advisors 553.37%4.03%4.49%Q3 2019Q3 20205
ACG Wealth 410.02%0.04%0.05%Q1 2019Q2 20225
OppenheimerFunds, Inc. 550.02%0.03%0.03%Q1 2013Q1 20145
BREWIN DOLPHIN LTD 410.00%0.00%0.01%Q3 2018Q3 20215
White Pine Investment CO 551.53%1.64%1.70%Q4 2018Q4 20195
Advisory Resource Group 320.07%0.11%0.16%Q4 2021Q1 20235
HONEYWELL INTERNATIONAL INC 550.21%0.33%0.47%Q4 2013Q4 20145
SHEETS SMITH WEALTH MANAGEMENT 550.03%0.03%0.03%Q1 2021Q1 20225
TODD ASSET MANAGEMENT LLC 550.22%0.26%0.39%Q2 2013Q2 20145
Norman Fields, Gottscho Capital Management, LLC 410.19%0.34%0.86%Q2 2013Q4 20175
WESTPORT RESOURCES MANAGEMENT INC 550.00%0.00%0.01%Q2 2013Q2 20145
Hardman Johnston Global Advisors LLC 550.78%1.68%2.36%Q2 2013Q2 20145
WILMINGTON TRUST CO 550.04%0.05%0.05%Q2 2013Q2 20145
MATHER GROUP, LLC. 320.01%0.01%0.01%Q4 2021Q1 20235
Strategic Global Advisors, LLC 550.03%0.06%0.15%Q4 2021Q4 20225
Glacier Peak Capital LLC 550.66%1.29%1.96%Q2 2014Q2 20155
MCIA Inc 320.11%0.25%0.53%Q2 2017Q1 20215
First Bank & Trust 310.00%0.00%0.00%Q2 2019Q2 20224
DELTA ASSET MANAGEMENT LLC/TN 220.00%0.00%0.00%Q2 2013Q4 20214
Sound Income Strategies, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
AMG National Trust Bank 440.18%0.19%0.20%Q1 2019Q4 20194
KR CAPITAL ADVISORS INC 441.15%1.31%1.38%Q2 2013Q1 20144
CREDIT AGRICOLE S A 310.00%0.00%0.00%Q3 2013Q1 20204
Highlander Capital Management, LLC 440.03%0.03%0.03%Q2 2013Q1 20144
FIRST NIAGARA BANK 440.07%0.10%0.16%Q2 2013Q1 20144
Blueshift Asset Management, LLC 310.02%0.03%0.04%Q4 2019Q3 20214
Hartford Financial Management Inc. 220.00%0.00%0.00%Q1 2016Q1 20174
Vantage Investment Advisors, LLC 440.00%0.00%0.00%Q1 2014Q4 20144
Connor, Clark & Lunn Investment Management Ltd. 210.01%0.02%0.04%Q3 2017Q4 20224
MACKENZIE FINANCIAL CORP 440.02%0.02%0.03%Q1 2021Q4 20214
Waverly Advisors, LLC 440.01%0.01%0.01%Q4 2013Q3 20144
JB Capital LLC 440.03%0.03%0.04%Q3 2021Q2 20224
MARYLAND CAPITAL ADVISORS INC. 440.01%0.01%0.01%Q2 2022Q1 20234
Harvest Fund Management Co., Ltd 440.00%0.00%0.00%Q3 2022Q2 20234
One Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Bogart Wealth, LLC 310.00%0.00%0.00%Q3 2017Q1 20234
SCHWARTZ INVESTMENT COUNSEL INC 440.05%0.06%0.08%Q2 2013Q1 20144
Lubar & Co., Inc 440.14%0.27%0.37%Q2 2013Q1 20144
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
DELTEC ASSET MANAGEMENT LLC 440.14%0.15%0.16%Q2 2013Q1 20144
CPWM, LLC 310.04%0.04%0.06%Q1 2018Q1 20194
Capital Investment Advisory Services, LLC 440.00%0.03%0.04%Q4 2018Q3 20194
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q2 2020Q1 20214
Wealthstreet Investment Advisors, LLC 440.06%0.06%0.06%Q2 2020Q1 20214
HANSEATIC MANAGEMENT SERVICES INC 440.00%0.00%0.01%Q1 2017Q4 20174
CLEAR STREET MARKETS LLC 110.00%0.01%0.02%Q2 2015Q2 20234
Fiera Capital Corp 440.04%0.04%0.05%Q3 2014Q2 20154
Stevens First Principles Investment Advisors 441.01%1.23%1.43%Q2 2018Q1 20194
D L CARLSON INVESTMENT GROUP INC 440.09%0.10%0.10%Q2 2013Q1 20144
Tidal Investments LLC 440.01%0.03%0.03%Q3 2022Q2 20234
Paloma Partners Management Co 110.00%0.01%0.02%Q4 2015Q1 20224
Bank Julius Baer & Co. Ltd, Zurich 310.00%0.01%0.04%Q4 2020Q4 20214
MHI Funds, LLC 440.01%0.35%1.37%Q2 2018Q1 20194
Cornerstone Investment Partners, LLC 440.00%0.00%0.01%Q4 2014Q3 20154
Steward Financial Group LLC 310.00%0.00%0.01%Q2 2022Q2 20234
Principal Street Partners, LLC 440.06%0.08%0.12%Q4 2022Q3 20234
HOERTKORN RICHARD CHARLES 440.00%0.00%0.00%Q4 2015Q3 20164
A.R.T. Advisors, LLC 110.01%0.05%0.10%Q1 2014Q2 20194
Better Money Decisions, LLC 310.01%0.01%0.01%Q1 2021Q2 20224
LIBERTY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q4 2020Q3 20214
MARSHALL WACE, LLP 210.00%0.01%0.03%Q4 2016Q2 20234
Riverwater Partners LLC 440.41%0.55%0.85%Q4 2021Q3 20224
SUMMIT FINANCIAL GROUP, INC. 440.18%0.21%0.22%Q2 2017Q1 20184
CoreFirst Bank & Trust 440.00%0.00%0.00%Q2 2022Q1 20234
New Harbor Financial Group, LLC 440.02%0.02%0.02%Q4 2015Q3 20164
Matterhorn Capital Management, LLC 441.44%1.47%1.51%Q2 2013Q1 20144
Integrated Wealth Management 440.00%0.00%0.00%Q1 2015Q4 20154
WHITENER CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2017Q4 20184
Penserra Capital Management LLC 440.04%0.04%0.05%Q2 2022Q1 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
RMR Wealth Builders 210.01%0.02%0.03%Q4 2019Q1 20214
A. D. Beadell Investment Counsel, Inc. 440.50%0.83%1.02%Q2 2022Q1 20234
Manitou Investment Management Ltd. 442.03%4.03%5.28%Q3 2015Q2 20164
Aquatic Capital Management LLC 210.00%0.04%0.12%Q4 2021Q1 20234
THOMPSON DAVIS & CO., INC. 440.01%0.02%0.02%Q4 2016Q3 20174
Aevitas Wealth Management, Inc. 440.02%0.03%0.03%Q4 2017Q3 20184
IMPAX ASSET MANAGEMENT LLC 440.94%1.03%1.08%Q2 2013Q1 20144
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
STERNE AGEE GROUP, INC. 440.04%0.06%0.07%Q2 2014Q1 20154
STONERIDGE INVESTMENT PARTNERS LLC 440.61%0.63%0.64%Q2 2013Q1 20144
Capital Group Private Client Services, Inc. 440.02%0.02%0.02%Q2 2022Q1 20234
Crewe Advisors LLC 440.00%0.00%0.01%Q3 2020Q2 20214
Acrospire Investment Management LLC 310.01%0.03%0.06%Q1 2016Q2 20174
ProVise Management Group, LLC 440.04%0.06%0.07%Q3 2013Q2 20144
Schubert & Co 440.00%0.01%0.01%Q2 2022Q1 20234
ESSEX INVESTMENT MANAGEMENT CO LLC 440.05%0.12%0.26%Q4 2013Q3 20144
COUNTRY TRUST BANK 440.00%0.00%0.00%Q3 2021Q2 20224
Formidable Asset Management, LLC 210.00%0.16%0.40%Q4 2013Q4 20154
Sanibel Captiva Investment Advisers, Inc. 441.70%1.90%2.14%Q1 2013Q4 20134
Optiver Holding B.V. 210.00%0.00%0.00%Q4 2021Q1 20234
ADVOCATE GROUP LLC 441.35%1.45%1.58%Q2 2022Q1 20234
Kernodle & Katon Asset Management Group, LLC 310.00%0.26%0.92%Q1 2016Q1 20174
EagleClaw Capital Managment, LLC 310.05%0.05%0.05%Q2 2021Q1 20234
SANTA BARBARA ASSET MANAGEMENT, LLC 440.04%0.06%0.07%Q2 2013Q1 20144
JNBA Financial Advisors 210.00%0.01%0.02%Q3 2016Q1 20204
Versant Capital Management, Inc 440.00%0.00%0.00%Q2 2022Q1 20234
Osher Van de Voorde Investment Management 441.71%3.18%3.93%Q4 2021Q3 20224
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
PARADIGM ASSET MANAGEMENT CO LLC 440.00%0.00%0.01%Q3 2022Q2 20234
Beck Bode, LLC 220.72%1.45%2.22%Q2 2020Q3 20214
Rock Point Advisors, LLC 441.76%1.88%1.97%Q1 2015Q4 20154
FIRST HAWAIIAN BANK 310.01%0.02%0.02%Q2 2013Q1 20194
AGRAN LIBBIE 440.07%0.14%0.21%Q2 2013Q1 20144
Quadrature Capital Ltd 210.10%0.31%0.68%Q2 2016Q1 20173
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.00%0.02%0.04%Q3 2020Q1 20233
Realta Investment Advisors 210.00%0.00%0.01%Q1 2019Q4 20193
Perkins Coie Trust Co 330.00%0.00%0.01%Q2 2021Q4 20213
XTX Topco Ltd 110.11%0.15%0.17%Q2 2021Q2 20223
Orion Portfolio Solutions, LLC 210.00%0.01%0.04%Q4 2019Q1 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
EDMOND DE ROTHSCHILD HOLDING S.A. 210.00%0.00%0.00%Q2 2015Q2 20223
CANANDAIGUA NATIONAL BANK & TRUST CO 330.07%0.07%0.08%Q3 2013Q1 20143
WOLFF WIESE MAGANA LLC 330.00%0.00%0.01%Q4 2020Q2 20213
BB&T SECURITIES, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Archer Investment Corp 330.00%0.00%0.00%Q4 2021Q2 20223
PRICE T ROWE ASSOCIATES INC /MD/ 330.00%0.00%0.00%Q3 2022Q1 20233
Aris Wealth Services, Inc. 330.00%0.00%0.00%Q1 2015Q3 20153
Capstone Financial Group, Inc. 330.28%0.32%0.39%Q4 2019Q2 20203
NewEdge Advisors, LLC 210.00%0.00%0.01%Q2 2017Q1 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
SPOT TRADING L.L.C. 110.00%0.01%0.01%Q2 2017Q2 20173
Elite Wealth Management, Inc. 210.02%0.55%0.85%Q3 2016Q1 20183
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q2 2021Q4 20213
CPR Investments Inc. 330.22%0.27%0.36%Q4 2021Q2 20223
Foyston, Gordon, & Payne Inc 330.46%0.49%0.51%Q3 2013Q1 20143
TSFG, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
EULAV Asset Management 330.11%0.12%0.12%Q2 2013Q4 20133
MCKINLEY CAPITAL MANAGEMENT LLC 330.04%0.04%0.04%Q3 2016Q1 20173
FIRST NEW YORK SECURITIES LLC /NY 110.17%0.43%0.89%Q2 2013Q2 20153
Teamwork Financial Advisors, LLC 330.08%0.19%0.31%Q4 2019Q2 20203
tru Independence LLC 330.01%0.02%0.02%Q4 2019Q2 20203
Bell Rock Capital LLC 330.00%0.00%0.00%Q4 2017Q2 20183
TUDOR INVESTMENT CORP ET AL 110.00%0.01%0.01%Q3 2019Q1 20233
Forty4 Asset Management LLC 110.00%0.14%0.40%Q2 2013Q2 20133
StrongBox Wealth, LLC 330.16%0.29%0.36%Q1 2020Q3 20203
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 330.19%0.23%0.30%Q2 2013Q4 20133
Princeton Alpha Management LP 210.06%0.10%0.15%Q1 2014Q4 20163
Allspring Global Investments Holdings, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
OneAscent Wealth Management LLC 210.10%0.17%0.22%Q1 2021Q2 20223
Tortoise Investment Management, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
FORVIS Wealth Advisors, LLC 330.05%0.05%0.06%Q3 2013Q1 20143
WHEATLAND ADVISORS INC 330.19%0.21%0.23%Q1 2019Q3 20193
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
BRIGHTON JONES LLC 210.03%0.04%0.04%Q4 2017Q1 20233
Avitas Wealth Management LLC 210.47%0.67%0.78%Q2 2018Q1 20223
Premia Global Advisors, LLC 210.11%0.13%0.15%Q4 2017Q1 20193
Brookfield Asset Management 330.00%0.00%0.01%Q2 2015Q4 20153
Indie Asset Partners, LLC 330.24%0.26%0.30%Q4 2020Q2 20213
Weiss Multi-Strategy Advisers LLC 110.01%0.07%0.12%Q3 2020Q1 20233
Nuveen Fund Advisors, LLC 330.03%0.04%0.04%Q2 2016Q4 20163
Strengthening Families & Communities, LLC 330.00%0.02%0.04%Q1 2023Q3 20233
WEALTHFRONT Corp 210.00%0.00%0.00%Q1 2014Q1 20153
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 331.38%2.41%3.16%Q3 2013Q1 20143
Financial Gravity Companies, Inc. 210.00%0.02%0.05%Q4 2017Q4 20183
Signator Financial Services, Inc. 330.01%0.01%0.02%Q1 2013Q3 20133
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
FIRST HORIZON CORP 330.00%0.00%0.00%Q4 2020Q2 20213
SIT INVESTMENT ASSOCIATES INC 330.00%0.00%0.00%Q2 2017Q4 20173
Airain ltd 210.02%0.04%0.06%Q2 2015Q2 20173
QUANTUM CAPITAL MANAGEMENT 110.05%0.06%0.09%Q4 2014Q3 20203
Orca Investment Management, LLC 332.00%2.08%2.15%Q2 2021Q4 20213
SYSTM Wealth Solutions LLC 330.02%0.03%0.04%Q4 2022Q2 20233
CHILTON CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q2 2013Q4 20133
RIVERSVILLE CAPITAL, INC. 331.08%1.21%1.43%Q2 2013Q4 20133
SJS Investment Consulting Inc. 210.00%0.07%0.12%Q4 2021Q3 20223
Tevis Investment Management 330.01%0.01%0.01%Q4 2021Q2 20223
Western Pacific Wealth Management, LP 330.03%0.03%0.03%Q4 2021Q2 20223
Legacy Wealth Asset Management, LLC 330.79%0.82%0.86%Q3 2022Q1 20233
Global Wealth Management Investment Advisory, Inc. 330.00%0.00%0.01%Q1 2020Q3 20203
ROTHSCHILD INVESTMENT LLC /IL 330.03%0.03%0.03%Q1 2018Q3 20183
Global Wealth Strategies & Associates 330.01%0.01%0.01%Q4 2022Q2 20233
PDS Planning, Inc 210.04%0.04%0.05%Q4 2021Q1 20233
CROFT-LEOMINSTER INC 330.71%0.88%1.20%Q2 2013Q4 20133
Evolution Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Summit Global Investments 210.09%0.13%0.17%Q1 2017Q2 20223
ADVISOR PARTNERS II, LLC 330.04%0.05%0.05%Q3 2022Q1 20233
DAVIS SELECTED ADVISERS 330.00%0.00%0.00%Q2 2013Q4 20133
Procyon Advisors, LLC 330.01%0.03%0.05%Q4 2019Q2 20203
Invictus RG Pte. Ltd. 210.02%0.02%0.03%Q2 2013Q2 20143
Advisory Alpha, LLC 210.00%0.00%0.00%Q3 2019Q3 20203
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
GUARDIAN CAPITAL LP 330.01%0.01%0.01%Q2 2016Q4 20163
Operose Advisors LLC 330.00%0.01%0.01%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
Clal Insurance Enterprises Holdings Ltd 210.30%0.51%0.66%Q4 2014Q3 20153
Union Investments & Development Ltd. 330.10%0.10%0.10%Q1 2023Q3 20233
SCHRODER INVESTMENT MANAGEMENT GROUP 330.00%0.00%0.00%Q3 2013Q1 20143
BHF Kleinwort Benson Group S.A. 330.01%0.01%0.01%Q1 2014Q3 20143
Marathon Trading Investment Management LLC 210.05%0.10%0.16%Q1 2019Q1 20203
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Essex Savings Bank 330.00%0.00%0.01%Q4 2018Q2 20193
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2018Q3 20193
BB&T INVESTMENT SERVICES, INC. 210.00%0.00%0.00%Q1 2017Q4 20173
Dougherty Wealth Advisers LLC 330.04%0.05%0.05%Q4 2018Q2 20193
Prospera Financial Services Inc 210.00%0.04%0.13%Q1 2014Q2 20223
SAL Trading, LLC 110.16%1.12%2.73%Q1 2022Q3 20223
Energy Opportunities Capital Management, LLC 332.34%2.66%2.97%Q4 2018Q2 20193
WealthPLAN Partners, LLC 210.00%0.03%0.10%Q2 2016Q1 20173
Red Door Wealth Management, LLC 210.00%0.41%1.22%Q1 2020Q2 20213
MCF Advisors LLC 330.00%0.00%0.00%Q1 2022Q3 20223
PDT Partners, LLC 210.03%0.07%0.11%Q2 2013Q2 20143
Phoenix Holdings Ltd. 210.01%0.01%0.02%Q1 2020Q4 20203
Capital Analysts, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Employees Retirement System of Texas 330.01%0.01%0.01%Q4 2021Q2 20223
STEPHENS INC /AR/ 210.01%0.02%0.02%Q1 2019Q3 20203
SIB LLC 332.72%2.88%3.10%Q2 2013Q4 20133
Intersect Capital LLC 330.07%0.08%0.10%Q4 2021Q2 20223
SPX Gestao de Recursos Ltda 331.06%1.12%1.19%Q2 2013Q4 20133
FIRST MERCANTILE TRUST CO 330.04%0.06%0.10%Q3 2019Q1 20203
Verition Fund Management LLC 210.01%0.01%0.02%Q3 2018Q2 20193
East Coast Asset Management, LLC. 330.01%0.01%0.01%Q4 2012Q2 20133
PRINCETON CAPITAL MANAGEMENT LLC 331.31%1.35%1.39%Q2 2013Q4 20133
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Auto-Owners Insurance Co 220.01%0.01%0.01%Q4 2022Q1 20232
CAXTON ASSOCIATES LP 220.04%0.16%0.28%Q3 2017Q4 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Walleye Capital LLC 110.00%0.01%0.01%Q1 2023Q1 20232
MQS Management LLC 110.15%0.31%0.48%Q2 2022Q1 20232
Apeiron RIA LLC 110.07%0.09%0.10%Q4 2021Q1 20232
AFS Financial Group, LLC 220.45%0.46%0.47%Q4 2022Q1 20232
Larson Financial Group LLC 110.00%0.00%0.00%Q1 2019Q1 20232
WBI INVESTMENTS, LLC 110.34%0.42%0.50%Q3 2014Q1 20152
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Aaron Wealth Advisors LLC 110.04%0.04%0.06%Q1 2022Q1 20232
Park Place Capital Corp 220.01%0.01%0.01%Q4 2022Q1 20232
Standard Family Office LLC 220.01%0.02%0.03%Q4 2020Q1 20212
Independence Trust CO 220.23%0.24%0.26%Q2 2013Q3 20132
Axiom Investment Management LLC 110.07%0.09%0.12%Q1 2021Q3 20222
Truvestments Capital LLC 110.00%0.00%0.01%Q3 2018Q1 20192
Alexandria Capital, LLC 110.00%0.00%0.00%Q1 2016Q4 20162
Retirement Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CAMPBELL CAPITAL MANAGEMENT INC 220.40%0.45%0.50%Q1 2019Q2 20192
Slow Capital, Inc. 110.00%0.00%0.01%Q1 2018Q3 20202
RFP Financial Group LLC 220.00%0.01%0.01%Q4 2022Q1 20232
YHB Investment Advisors, Inc. 220.12%0.24%0.36%Q2 2013Q3 20132
CHILTON INVESTMENT CO INC. 220.02%0.02%0.03%Q1 2023Q2 20232
Corient Private Wealth LLC 220.00%0.00%0.01%Q4 2022Q1 20232
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
EPG Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
NinePointTwo Capital LLC 110.07%0.07%0.08%Q4 2021Q2 20232
Lombard Odier & Cie (Canada), Limited Partnership 220.02%0.02%0.02%Q4 2013Q1 20142
Marquette Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Farmers & Merchants Trust Co of Chambersburg PA 220.00%0.00%0.01%Q4 2022Q1 20232
Cranbrook Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
K2 PRINCIPAL FUND, L.P. 220.24%0.26%0.27%Q1 2018Q2 20182
BANK OF NOVA SCOTIA TRUST CO 110.00%0.01%0.01%Q3 2015Q3 20172
CARRET ASSET MANAGEMENT, LLC 220.04%0.04%0.04%Q4 2013Q1 20142
Cannell & Co. 220.04%0.06%0.07%Q1 2014Q2 20142
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BEACON INVESTMENT ADVISORS LLC 220.29%0.29%0.29%Q4 2022Q1 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 220.00%0.00%0.00%Q4 2022Q1 20232
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 220.36%0.36%0.36%Q1 2014Q2 20142
Clarius Group, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
YORKVILLE CAPITAL MANAGEMENT, LLC 220.25%0.26%0.26%Q2 2013Q3 20132
Forza Wealth Management, LLC 220.35%0.35%0.35%Q4 2022Q1 20232
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.06%0.08%0.10%Q4 2014Q3 20172
NICHOLAS COMPANY, INC. 220.08%0.10%0.12%Q4 2017Q1 20182
SEI TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
BEACON FINANCIAL GROUP 220.09%0.11%0.13%Q4 2019Q1 20202
Gallacher Capital Management LLC 220.14%0.15%0.16%Q4 2022Q1 20232
Catalyst Wealth Management, LLC 220.46%0.55%0.65%Q4 2022Q1 20232
Quantamental Technologies LLC 110.04%0.14%0.25%Q2 2019Q4 20212
Quantitative Systematic Strategies LLC 110.07%0.08%0.08%Q2 2017Q1 20182
Indiana Trust & Investment Management CO 110.02%0.10%0.18%Q2 2013Q3 20232
OneAscent Financial Services LLC 220.13%0.19%0.26%Q1 2022Q2 20222
MARINO, STRAM & ASSOCIATES LLC 220.00%0.00%0.00%Q2 2018Q3 20182
True Wealth Design, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
CARDEROCK CAPITAL MANAGEMENT INC 110.00%0.00%0.01%Q1 2014Q3 20212
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.00%Q4 2022Q1 20232
StoneX Group Inc. 220.04%0.06%0.08%Q1 2021Q2 20212
Doyle Wealth Management 110.00%0.00%0.01%Q4 2018Q2 20192
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Capital Wealth Planning, LLC 110.01%0.74%1.48%Q1 2013Q1 20232
Alera Investment Advisors, LLC 220.00%0.01%0.01%Q4 2018Q1 20192
Caption Management, LLC 220.08%0.10%0.12%Q4 2018Q1 20192
Clean Yield Group 110.01%0.01%0.01%Q1 2015Q3 20162
ELLINGTON MANAGEMENT GROUP LLC 110.06%0.10%0.14%Q3 2016Q4 20182
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20192
Strategic Capital Alternatives LLC 220.03%0.03%0.03%Q1 2015Q2 20152
Compass Wealth Management LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Horizon Investments, LLC 220.03%0.04%0.05%Q1 2018Q2 20182
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q3 2018Q1 20202
WILLIAMS JONES & ASSOCIATES LLC 220.01%0.01%0.01%Q4 2013Q1 20142
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
ICA Group Wealth Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Emerald Acquisition Ltd. 220.05%0.06%0.07%Q2 2016Q3 20162
INNOVIS ASSET MANAGEMENT LLC 220.35%0.37%0.38%Q4 2022Q1 20232
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q4 20222
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Davis Capital Management 220.36%0.39%0.41%Q1 2020Q2 20202
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q1 2018Q1 20192
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.30%0.60%Q4 2021Q3 20222
DUNCKER STREETT & CO INC 220.00%0.00%0.00%Q2 2015Q3 20152
Kistler-Tiffany Companies, LLC 220.01%0.02%0.02%Q4 2022Q1 20232
SHEPHERD KAPLAN KROCHUK, LLC 220.31%0.35%0.40%Q2 2020Q3 20202
BBVA USA 220.12%0.12%0.13%Q2 2021Q3 20212
BRYN MAWR CAPITAL MANAGEMENT INC 110.43%0.64%0.85%Q4 2013Q2 20142
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q2 2018Q3 20182
CLEARBRIDGE, LLC 220.55%0.55%0.56%Q3 2018Q4 20182
Laurel Wealth Advisors, Inc. 220.02%0.02%0.02%Q1 2022Q2 20222
Holistic Financial Partners 220.00%0.00%0.01%Q4 2017Q1 20182
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
STIFEL NICOLAUS & CO INC \MO\ 220.03%0.04%0.04%Q2 2013Q3 20132
Strategic Capital Group LLC 220.04%0.04%0.04%Q1 2014Q2 20142
Sandy Cove Advisors, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
DecisionPoint Financial, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
VICTORY CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q1 2023Q2 20232
Harbour Capital Advisors, LLC 220.12%0.12%0.13%Q4 2022Q1 20232
Jane Street Holding, LLC 220.01%0.02%0.02%Q3 2013Q4 20132
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Ameritas Advisory Services, LLC 110.00%0.01%0.01%Q4 2021Q1 20232
ETF MANAGERS GROUP, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
ROMANO BROTHERS AND COMPANY 110.03%0.03%0.03%Q4 2022Q2 20232
Vident Investment Advisory, LLC 110.01%0.35%0.69%Q4 2018Q1 20232
Inspire Investing, LLC 110.03%0.04%0.05%Q4 2017Q1 20202
Salient Capital Advisors, LLC 220.01%0.02%0.02%Q4 2013Q1 20142
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q1 2020Q2 20202
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q1 20182
Campbell & CO Investment Adviser LLC 220.12%0.13%0.14%Q4 2022Q1 20232
Weaver Consulting Group 220.00%0.00%0.01%Q2 2020Q3 20202
STRATEGIC CAPITAL ADVISERS, INC. 221.36%1.36%1.36%Q4 2017Q1 20182
PARK CIRCLE Co 220.01%0.01%0.01%Q1 2019Q2 20192
Bleakley Financial Group, LLC 220.11%0.12%0.12%Q4 2022Q1 20232
Skandinaviska Enskilda Banken AB (publ) 220.00%0.00%0.00%Q2 2019Q3 20192
Buckingham Capital Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20202
Strategic Advisors LLC 110.15%0.22%0.29%Q2 2013Q1 20142
Miramar Capital, LLC 220.07%0.12%0.17%Q1 2022Q2 20222
Orion Capital Management LLC 220.01%0.01%0.01%Q1 2022Q2 20222
BANK OF NOVA SCOTIA 220.01%0.01%0.01%Q4 2013Q1 20142
New Hampshire Trust 220.00%0.00%0.00%Q4 2022Q1 20232
Zweig-DiMenna Associates LLC 110.01%0.35%0.70%Q3 2013Q2 20172
Seelaus Asset Management LLC 220.30%0.32%0.34%Q4 2021Q1 20222
Five Oceans Advisors 220.15%0.15%0.16%Q4 2022Q1 20232
abrdn Investment Management Ltd 220.01%0.05%0.09%Q3 2013Q4 20132
Keeler Thomas Management LLC 220.31%0.31%0.32%Q4 2017Q1 20182
Coppell Advisory Solutions LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Bollard Group LLC 110.00%0.00%0.00%Q2 2020Q2 20232
LOOMIS SAYLES & CO L P 220.00%0.09%0.18%Q3 2014Q4 20142
Tuscan Ridge Asset Management LLC 110.04%0.06%0.08%Q1 2019Q1 20192
Klingman & Associates, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
Fortitude Advisory Group L.L.C. 220.04%0.05%0.05%Q4 2021Q1 20222
COWEN AND COMPANY, LLC 220.62%0.83%1.04%Q3 2020Q4 20202
Axim Planning & Wealth 220.01%0.01%0.01%Q2 2022Q3 20222
WealthTrust Axiom LLC 220.07%0.08%0.08%Q4 2013Q1 20142
Slocum, Gordon & Co LLP 220.02%0.03%0.03%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Burt Wealth Advisors 220.03%0.03%0.04%Q4 2017Q1 20182
Consolidated Investment Group LLC 220.49%0.54%0.59%Q1 2022Q2 20222
Barnett & Company, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
AXXCESS WEALTH MANAGEMENT, LLC 220.03%0.05%0.06%Q4 2021Q1 20222
NEW ENGLAND ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2018Q3 20182
Claro Advisors LLC 220.07%0.08%0.08%Q4 2022Q1 20232
Mutual Advisors, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 220.13%0.13%0.14%Q4 2022Q1 20232
INTEGRAL DERIVATIVES, LLC 220.01%0.02%0.02%Q3 2015Q4 20152
Firestone Capital Management 220.00%0.00%0.00%Q4 2019Q1 20202
Lavaca Capital LLC 220.01%0.01%0.01%Q4 2018Q1 20192
swisspartners Advisors Ltd 221.20%1.24%1.29%Q1 2021Q2 20212
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
KENSICO CAPITAL MANAGEMENT CORP 110.16%0.16%0.16%Q2 2015Q2 20151
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
BLACKTHORN INVESTMENT GROUP LLC 110.08%0.08%0.08%Q3 2013Q3 20131
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
ZRC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Principle Wealth Partners LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Bronson Point Management LLC 110.66%0.66%0.66%Q2 2018Q2 20181
CANADA PENSION PLAN INVESTMENT BOARD 110.01%0.01%0.01%Q3 2018Q3 20181
BTC Capital Management, Inc. 110.04%0.04%0.04%Q2 2016Q2 20161
Calamos Advisors LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q1 2018Q1 20181
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
QCM Cayman, Ltd. 110.04%0.04%0.04%Q1 2017Q1 20171
River Road Asset Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Trust Co 110.01%0.01%0.01%Q3 2020Q3 20201
SG3 Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q2 2013Q2 20131
SMITH, MOORE & CO. 110.06%0.06%0.06%Q4 2017Q4 20171
VisionPoint Advisory Group, LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Henry James International Management Inc. 110.39%0.39%0.39%Q3 2018Q3 20181
DG CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q4 2013Q4 20131
Oakworth Capital, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
CVA Family Office, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
L & S Advisors Inc 110.15%0.15%0.15%Q3 2021Q3 20211
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Arlington Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
NORTHERN TRUST CO OF CONNECTICUT 110.04%0.04%0.04%Q2 2013Q2 20131
LUMINUS MANAGEMENT LLC 110.32%0.32%0.32%Q4 2019Q4 20191
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
West Oak Capital, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
MAPLE SECURITIES USA INC 110.05%0.05%0.05%Q2 2014Q2 20141
Engineers Gate Manager LP 110.01%0.01%0.01%Q2 2022Q2 20221
Andrew Hill Investment Advisors, Inc. 113.98%3.98%3.98%Q4 2021Q4 20211
Belvedere Trading LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Hoxton Financial, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
Parametrica Management Ltd 110.72%0.72%0.72%Q2 2022Q2 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Karp Capital Management Corp 110.13%0.13%0.13%Q1 2017Q1 20171
CHARTWELL INVESTMENT PARTNERS, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Matisse Capital 110.29%0.29%0.29%Q1 2023Q1 20231
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Eagle Strategies LLC 110.98%0.98%0.98%Q4 2021Q4 20211
Avion Wealth 110.00%0.00%0.00%Q1 2023Q1 20231
Corient Capital Partners, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
TAURUS ASSET MANAGEMENT, LLC 110.10%0.10%0.10%Q2 2013Q2 20131
Canton Hathaway, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Teza Capital Management LLC 110.42%0.42%0.42%Q4 2016Q4 20161
Tatro Capital, LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q2 2016Q2 20161
DRIEHAUS CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q4 2017Q4 20171
SIMMONS FIRST TRUST CO NA 110.05%0.05%0.05%Q4 2015Q4 20151
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ridgewood Investments LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Electron Capital Partners, LLC 111.47%1.47%1.47%Q4 2014Q4 20141
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
WELD CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q2 2019Q2 20191
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2019Q4 20191
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
SAC Capital Advisors LP 110.04%0.04%0.04%Q3 2013Q3 20131
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
All Season Financial Advisors, Inc. 110.35%0.35%0.35%Q2 2021Q2 20211
Daniel Devine & Co 110.74%0.74%0.74%Q4 2014Q4 20141
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q4 20121
ING GROEP NV 110.00%0.00%0.00%Q3 2013Q3 20131
Bridgefront Capital, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
GW&K Investment Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Beverly Hills Private Wealth, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Passport Capital, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Man Group plc 110.01%0.01%0.01%Q2 2018Q2 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RATIONAL ADVISORS LLC 110.19%0.19%0.19%Q2 2013Q2 20131
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
MOORE CAPITAL MANAGEMENT, LP 110.06%0.06%0.06%Q1 2019Q1 20191
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Apollon Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
Sensato Investors LLC 110.63%0.63%0.63%Q1 2016Q1 20161
Centiva Capital, LP 110.04%0.04%0.04%Q3 2021Q3 20211
Wealth Management Solutions, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
HARDING LOEVNER LP 110.00%0.00%0.00%Q1 2018Q1 20181
Next Capital Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
BADGLEY PHELPS & BELL INC 110.01%0.01%0.01%Q4 2017Q4 20171
Lighthouse Investment Partners, LLC 110.61%0.61%0.61%Q2 2022Q2 20221
US FINANCIAL ADVISORS, LLC 110.06%0.06%0.06%Q3 2015Q3 20151
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.08%0.08%0.08%Q3 2016Q3 20161
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Keel Point, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
SAGE RHINO CAPITAL LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Heritage Trust Co 110.00%0.00%0.00%Q4 2018Q4 20181
Connectus Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Bray Capital Advisors 110.00%0.00%0.00%Q3 2015Q3 20151
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Ramirez Asset Management, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Inspire Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
IBERIABANK CORP 110.21%0.21%0.21%Q1 2013Q1 20131
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Quadrant Capital Management, LLC 110.85%0.85%0.85%Q2 2014Q2 20141
Forester Capital Management, LTD 110.02%0.02%0.02%Q2 2014Q2 20141
BECKER CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2018Q1 20181
LMR Partners LLP 110.09%0.09%0.09%Q3 2022Q3 20221
KCS Wealth Advisory 110.25%0.25%0.25%Q4 2017Q4 20171
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BLACKHILL CAPITAL INC 110.00%0.00%0.00%Q4 2013Q4 20131
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
NIA IMPACT ADVISORS, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
KLR INVESTMENT ADVISORS, LLC 110.40%0.40%0.40%Q2 2023Q2 20231
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HOWARD HUGHES MEDICAL INSTITUTE 110.01%0.01%0.01%Q3 2015Q3 20151
VNBTrust, National Association 110.10%0.10%0.10%Q4 2013Q4 20131
Chautauqua Capital Management 113.42%3.42%3.42%Q2 2013Q2 20131
1776 Wealth LLC 110.11%0.11%0.11%Q2 2023Q2 20231
NIGHTVIEW CAPITAL, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
CFM WEALTH PARTNERS LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Roble, Belko & Company, Inc 110.02%0.02%0.02%Q1 2015Q1 20151
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Lion Street Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Franklin, Parlapiano, Turner & Welch, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
R&F Capital Advisors LP 110.09%0.09%0.09%Q4 2016Q4 20161
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Nilsine Partners, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Algebris Investments (UK) LLP 110.43%0.43%0.43%Q1 2017Q1 20171
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Allred Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FNY Partners Fund LP 110.11%0.11%0.11%Q1 2017Q1 20171
Tradewinds, LLC. 110.29%0.29%0.29%Q4 2022Q4 20221
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Penobscot Investment Management Company, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Curated Wealth Partners LLC 110.26%0.26%0.26%Q4 2020Q4 20201
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Stuart Chaussee & Associates, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SYMPHONY ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q4 2013Q4 20131
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
BENJAMIN EDWARDS INC 110.01%0.01%0.01%Q4 2021Q4 20211
MARSHALL WACE ASIA Ltd 110.02%0.02%0.02%Q1 2017Q1 20171
James Reed Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
1834 INVESTMENT ADVISORS CO 110.03%0.03%0.03%Q1 2023Q1 20231
Cascade Investment Advisors, Inc. 110.01%0.01%0.01%Q2 2016Q2 20161
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q2 2020Q2 20201
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2016Q1 20161
HighVista Strategies LLC 112.01%2.01%2.01%Q2 2013Q2 20131
CIBC Asset Management Inc 110.00%0.00%0.00%Q1 2022Q1 20221
CYNOSURE ADVISORS, LLC 110.09%0.09%0.09%Q4 2017Q4 20171
Segantii Capital Management Ltd 110.28%0.28%0.28%Q4 2018Q4 20181
PACIFIC VIEW ASSET MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
Verity Asset Management, Inc. 110.18%0.18%0.18%Q3 2021Q3 20211
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Donoghue Forlines LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q4 2016Q4 20161
COURIER CAPITAL LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Headlands Technologies LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COOLIDGE FRANCIS L 110.02%0.02%0.02%Q2 2013Q2 20131
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
FIRST FINANCIAL CORP /IN/ 110.00%0.00%0.00%Q4 2020Q4 20201
Cordant, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
GREENWOOD CAPITAL ASSOCIATES LLC 110.27%0.27%0.27%Q4 2017Q4 20171
TRUEWEALTH LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Cairn Investment Group, Inc. 111.84%1.84%1.84%Q4 2019Q4 20191
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
Corbenic Partners LLC 110.01%0.01%0.01%Q4 2014Q4 20141
FLOW TRADERS U.S. LLC 110.61%0.61%0.61%Q3 2013Q3 20131
Peak Capital Management LLC 110.71%0.71%0.71%Q2 2018Q2 20181
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
qPULA Trading Management LP 110.88%0.88%0.88%Q4 2021Q4 20211
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
S.C. Financial Services, Inc. 110.26%0.26%0.26%Q4 2021Q4 20211
PRENTISS SMITH & CO INC 110.00%0.00%0.00%Q3 2017Q3 20171
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
S&T BANK/PA 110.03%0.03%0.03%Q4 2013Q4 20131
Certified Advisory Corp 110.00%0.00%0.00%Q1 2018Q1 20181
GETCO Holding Company, LLC 111.14%1.14%1.14%Q2 2013Q2 20131
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Align Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
BFSG, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
SASCO CAPITAL INC / CT/ 111.12%1.12%1.12%Q1 2015Q1 20151
Asio Capital, LLC 110.88%0.88%0.88%Q4 2019Q4 20191
Ovata Capital Management Ltd 110.77%0.77%0.77%Q3 2022Q3 20221
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Fiera Capital Inc. 110.02%0.02%0.02%Q3 2013Q3 20131
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
External links

This page lists all the filers that currently own ABB LTD or have owned ABB LTD in the past.