AFLAC INC shareholder history

Current and past AFLAC INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.07%Q2 2013Q3 2023125
CITIGROUP INC 42420.00%0.02%0.06%Q2 2013Q3 2023111
Parallax Volatility Advisers, L.P. 42420.00%0.01%0.13%Q2 2013Q3 2023111
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.12%Q1 2012Q3 2023110
BARCLAYS PLC 42420.00%0.02%0.08%Q2 2013Q3 2023108
Walleye Trading LLC 42420.00%0.02%0.13%Q2 2013Q3 2023105
Citadel Advisors 42420.00%0.02%0.23%Q2 2013Q3 2023100
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.03%0.13%Q2 2013Q3 202397
HSBC HOLDINGS PLC 47470.00%0.04%0.10%Q1 2012Q3 202393
D. E. Shaw & Co., Inc. 42420.00%0.02%0.14%Q2 2013Q3 202381
Cutler Group LLC / CA 32320.00%0.02%0.27%Q4 2015Q3 202381
UBS Group AG 36360.00%0.02%0.25%Q4 2014Q3 202380
JANE STREET GROUP, LLC 39390.00%0.01%0.14%Q1 2014Q3 202377
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.07%Q2 2013Q3 202374
CAPITAL FUND MANAGEMENT S.A. 2010.00%0.03%0.26%Q2 2013Q3 202374
ROYAL BANK OF CANADA 42420.00%0.02%0.05%Q2 2013Q3 202371
CREDIT SUISSE AG/ 43430.00%0.04%0.16%Q1 2013Q3 202371
WELLS FARGO & COMPANY/MN 42420.00%0.14%0.37%Q2 2013Q3 202370
GLENMEDE TRUST CO NA 4540.00%0.15%0.85%Q1 2008Q3 202361
CAPSTONE INVESTMENT ADVISORS, LLC 2110.00%0.03%0.14%Q2 2014Q3 202361
DEUTSCHE BANK AG\ 41410.00%0.04%0.09%Q3 2013Q3 202360
Jefferies Group LLC 2210.00%0.01%0.06%Q2 2013Q1 202260
HUNTINGTON NATIONAL BANK 59590.02%0.09%0.18%Q1 2009Q3 202359
WOLVERINE TRADING, LLC 710.00%0.02%0.06%Q3 2016Q3 202359
MILLENNIUM MANAGEMENT LLC 2010.00%0.02%0.10%Q2 2013Q3 202358
TWO SIGMA INVESTMENTS, LP 1410.00%0.05%0.37%Q2 2013Q4 202257
Twin Tree Management, LP 1310.00%0.06%0.61%Q4 2012Q2 202354
AMALGAMATED BANK 52520.06%0.12%0.28%Q4 2010Q3 202352
NOMURA HOLDINGS INC 1730.00%0.01%0.08%Q4 2012Q3 202351
Invesco Ltd. 42420.00%0.09%0.20%Q2 2013Q3 202351
Paloma Partners Management Co 1910.01%0.05%0.20%Q2 2013Q4 202251
CIBC WORLD MARKET INC. 42420.00%0.03%0.14%Q2 2013Q3 202351
M&T BANK CORP 42420.00%0.03%0.05%Q2 2013Q3 202350
SECURIAN ASSET MANAGEMENT, INC 49490.05%0.08%0.11%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.03%0.12%0.22%Q3 2011Q3 202349
Bank of New York Mellon Corp 42420.00%0.07%0.12%Q2 2013Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.02%0.18%0.61%Q4 2011Q3 202348
BANK OF MONTREAL /CAN/ 3920.00%0.04%0.08%Q2 2013Q3 202348
MUFG Americas Holdings Corp 48480.01%0.04%0.13%Q4 2010Q3 202248
First Horizon Advisors, Inc. 47470.00%0.17%0.53%Q1 2012Q3 202347
PEAK6 Investments LLC 21210.00%0.01%0.04%Q3 2018Q3 202347
Allianz Asset Management GmbH 42420.00%0.04%0.17%Q2 2013Q3 202346
RAYMOND JAMES & ASSOCIATES 42420.00%0.05%0.10%Q2 2013Q3 202345
PEAK6 Group LLC 1550.00%0.06%0.29%Q2 2013Q2 201844
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.33%0.60%1.13%Q2 2010Q3 202344
Creative Planning 42420.00%0.03%0.06%Q2 2013Q3 202344
Joel Isaacson & Co., LLC 44440.04%0.09%0.21%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.04%0.08%Q4 2012Q3 202344
Rehmann Capital Advisory Group 1610.04%0.08%0.16%Q4 2011Q3 202343
Veritable, L.P. 43430.01%0.02%0.03%Q4 2012Q2 202343
SEGALL BRYANT & HAMILL, LLC 43430.02%0.04%0.05%Q1 2013Q3 202343
HAP Trading, LLC 1210.00%0.09%1.44%Q2 2013Q3 202343
COMMERCE BANK 43430.06%0.11%0.36%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.01%0.03%0.07%Q1 2013Q3 202343
Daiwa Securities Group Inc. 42420.00%0.02%0.04%Q2 2013Q3 202343
MACQUARIE GROUP LTD 42420.00%0.02%0.10%Q2 2013Q3 202343
Raymond James Financial Services Advisors, Inc. 41410.00%0.10%0.22%Q3 2013Q3 202343
Cubist Systematic Strategies, LLC 2980.00%0.07%0.34%Q2 2014Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.08%0.12%0.16%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.37%0.67%1.00%Q1 2013Q3 202343
M&R CAPITAL MANAGEMENT INC 43430.13%0.56%2.01%Q2 2013Q4 202343
AQR Capital Management 4210.00%0.19%0.69%Q4 2012Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.06%0.10%0.15%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.04%0.10%0.26%Q1 2013Q3 202343
AUXIER ASSET MANAGEMENT 42420.89%1.18%1.65%Q2 2013Q3 202342
EDMP, INC. 42422.49%3.50%4.75%Q2 2013Q3 202342
MATRIX ASSET ADVISORS INC/NY 42420.03%0.05%0.07%Q2 2013Q3 202342
BANK OF NOVA SCOTIA 29130.00%0.03%0.15%Q1 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.00%0.04%0.08%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.02%0.06%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.13%0.30%0.85%Q2 2013Q3 202342
ONTARIO TEACHERS PENSION PLAN BOARD 42420.00%0.09%0.37%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.01%0.02%0.03%Q2 2013Q3 202342
Ariel Investments 42420.40%1.07%1.66%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.07%0.11%0.16%Q2 2013Q3 202342
Bell Bank 42420.20%0.47%0.90%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.02%0.05%0.07%Q2 2013Q3 202342
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 42421.56%2.21%2.58%Q2 2013Q3 202342
EADS & HEALD WEALTH MANAGEMENT 42420.94%1.26%1.51%Q2 2013Q3 202342
UMB Bank, n.a. 42420.02%0.06%0.19%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.11%0.68%1.10%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.01%0.01%Q2 2013Q3 202342
HM PAYSON & CO 42420.18%0.92%2.11%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.04%0.13%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.30%0.47%0.89%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.01%0.03%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.00%0.04%0.11%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.06%0.10%0.41%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.01%0.04%0.08%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.04%0.21%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.09%0.14%0.20%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.02%0.12%0.28%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.18%0.36%0.54%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.04%0.06%0.08%Q2 2013Q3 202342
KELLY LAWRENCE W & ASSOCIATES INC/CA 42420.48%0.93%1.69%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.00%0.02%0.15%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.06%0.14%0.38%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.02%0.04%0.07%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.03%0.08%0.14%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.09%0.12%0.16%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.05%0.09%0.34%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.02%0.03%0.06%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.01%0.03%0.05%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.01%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.03%0.24%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.02%0.05%Q2 2013Q3 202342
MARCO INVESTMENT MANAGEMENT LLC 42420.48%0.97%2.42%Q2 2013Q3 202342
S&CO INC 42420.29%0.43%0.58%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.03%0.05%0.10%Q2 2013Q3 202342
AXA S.A. 42420.00%0.09%0.58%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.01%0.63%1.07%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.00%0.02%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.05%0.08%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.09%0.27%0.79%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.13%0.68%Q2 2013Q3 202342
CAPITAL CITY TRUST CO/FL 42420.26%0.39%0.61%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.06%0.10%0.26%Q2 2013Q3 202342
TRILLIUM ASSET MANAGEMENT, LLC 42420.60%0.92%1.39%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.06%0.11%0.17%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.21%0.53%0.84%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.04%0.08%0.18%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.12%1.14%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.14%0.26%0.53%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.03%0.08%0.34%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.08%0.13%0.18%Q2 2013Q3 202342
ROFFMAN MILLER ASSOCIATES INC /PA/ 42421.48%2.04%2.44%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.04%0.16%0.52%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.03%0.05%0.19%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.25%1.06%2.81%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.12%0.24%0.38%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.06%0.17%0.38%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.06%0.11%0.18%Q2 2013Q3 202342
HYMAN CHARLES D 42420.02%0.22%1.23%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.00%0.03%0.96%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.06%0.15%0.31%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.02%0.03%0.06%Q2 2013Q3 202342
STEWART & PATTEN CO LLC 42420.09%0.68%2.21%Q2 2013Q3 202342
AVIVA PLC 42420.05%0.11%0.32%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.04%0.07%0.10%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.05%0.11%0.18%Q2 2013Q3 202342
DEAN INVESTMENT ASSOCIATES, LLC 42420.31%0.75%1.58%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.04%0.72%2.77%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.02%0.81%2.57%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.03%0.18%0.35%Q2 2013Q4 202342
OPPENHEIMER & CO INC 42420.21%0.64%1.44%Q2 2013Q3 202342
STRS OHIO 42420.01%0.06%0.10%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.05%0.18%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.07%0.12%0.16%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.07%0.75%2.20%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42421.08%1.84%2.37%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.05%0.11%0.16%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.33%0.45%0.62%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.04%0.06%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.03%0.08%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.01%0.01%Q2 2013Q3 202342
CONNING INC. 42420.01%0.30%1.44%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.20%0.58%1.03%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.06%0.11%0.14%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.02%0.21%0.58%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.06%0.11%0.19%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.04%0.09%0.29%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.03%0.10%0.17%Q2 2013Q3 202342
Legal & General Group Plc 42420.08%0.13%0.16%Q2 2013Q3 202342
SouthState Corp 42420.13%0.38%1.09%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.05%0.60%2.68%Q2 2013Q3 202342
Hills Bank & Trust Co 42420.07%0.11%0.23%Q2 2013Q3 202342
Willis Investment Counsel 42420.83%1.87%2.50%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.04%0.38%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.02%0.10%0.24%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.08%0.20%0.41%Q2 2013Q3 202342
Calamos Advisors LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.02%0.06%0.17%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.07%0.11%0.14%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.06%0.09%0.14%Q2 2013Q3 202342
Argyle Capital Management Inc. 42420.17%0.20%0.26%Q2 2013Q3 202342
Coastline Trust Co 42420.43%0.59%0.69%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.01%0.09%0.24%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.01%0.02%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.02%0.05%0.08%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.05%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.04%0.06%0.08%Q2 2013Q3 202342
RNC CAPITAL MANAGEMENT LLC 42420.02%0.29%1.71%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.05%0.08%0.16%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.01%0.09%0.16%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.07%0.12%0.17%Q2 2013Q3 202342
US BANCORP \DE\ 42420.02%0.05%0.11%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.02%0.08%Q2 2013Q3 202342
Swiss National Bank 42420.08%0.12%0.15%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.04%0.06%0.09%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.04%0.09%0.13%Q2 2013Q3 202342
Indiana Trust & Investment Management CO 42420.46%0.82%1.92%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.02%0.06%0.15%Q2 2013Q3 202342
ProShare Advisors LLC 42420.17%0.47%0.79%Q2 2013Q3 202342
FMR LLC 42420.01%0.06%0.12%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.05%0.26%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.08%0.12%0.17%Q2 2013Q3 202342
BlackRock Inc. 42420.06%0.10%0.17%Q2 2013Q3 202342
DIVIDEND ASSETS CAPITAL, LLC 42420.02%0.17%1.22%Q2 2013Q3 202342
NORGES BANK 4020.03%0.40%0.88%Q2 2012Q4 202242
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 42420.07%0.24%0.63%Q2 2013Q3 202342
MONARCH CAPITAL MANAGEMENT INC/ 42420.10%1.15%1.67%Q2 2013Q3 202342
TORONTO DOMINION BANK 3620.00%0.03%0.06%Q1 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.01%0.26%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.06%Q2 2013Q3 202342
West Oak Capital, LLC 42420.22%0.52%1.13%Q2 2013Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42420.20%0.82%2.55%Q2 2013Q3 202342
Southeast Asset Advisors Inc. 42421.10%1.53%1.97%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.12%0.24%0.52%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.02%0.06%0.25%Q2 2013Q3 202342
Choate Investment Advisors 42420.11%0.22%0.39%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
BURNEY CO/ 42420.17%0.52%1.04%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.05%Q2 2013Q3 202342
Guinness Asset Management LTD 42420.62%2.99%5.34%Q2 2013Q3 202342
Guinness Atkinson Asset Management Inc 42420.05%0.30%0.68%Q2 2013Q3 202342
KBC Group NV 42420.02%0.10%0.34%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.04%0.07%0.15%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.60%0.95%1.31%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.03%0.12%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.00%0.20%0.67%Q2 2013Q3 202342
Cubic Asset Management, LLC 42421.44%1.67%2.24%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.01%0.04%0.11%Q2 2013Q3 202342
Wallington Asset Management, LLC 42420.59%1.19%1.99%Q2 2013Q3 202342
Cannell & Co. 42420.12%0.29%1.52%Q2 2013Q3 202342
Palisade Asset Management, LLC 42420.63%1.63%2.23%Q2 2013Q3 202342
APG Asset Management N.V. 42420.05%0.30%0.85%Q2 2013Q3 202342
GAM Holding AG 42420.03%0.30%1.06%Q2 2013Q3 202342
Korea Investment CORP 42420.04%0.08%0.15%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.18%0.25%0.42%Q2 2013Q3 202342
TWO SIGMA SECURITIES, LLC 1110.00%0.02%0.12%Q2 2017Q3 202342
SIGNATUREFD, LLC 42420.00%0.05%0.12%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.02%0.11%0.32%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.07%0.12%0.19%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.06%0.11%0.15%Q2 2013Q3 202342
HighTower Advisors, LLC 26150.00%0.06%0.13%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.10%0.21%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.09%0.11%0.17%Q2 2013Q3 202342
YHB Investment Advisors, Inc. 42420.18%0.35%0.48%Q2 2013Q3 202342
Utah Retirement Systems 42420.08%0.12%0.17%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.07%0.13%0.18%Q2 2013Q3 202342
WMS Partners, LLC 42420.04%0.08%0.18%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.04%0.12%0.47%Q2 2013Q3 202342
TCTC Holdings, LLC 42421.58%2.04%2.54%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.03%0.18%0.69%Q2 2013Q3 202342
GREATMARK INVESTMENT PARTNERS, INC. 42423.99%7.04%15.13%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.08%0.16%0.27%Q2 2013Q3 202342
West Coast Financial LLC 42420.10%1.81%2.55%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.00%0.06%0.26%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
BRADLEY FOSTER & SARGENT INC/CT 28130.01%0.02%0.04%Q2 2013Q3 202341
Bragg Financial Advisors, Inc 24170.04%0.06%0.11%Q2 2013Q3 202341
SHELTON CAPITAL MANAGEMENT 30110.01%0.08%0.38%Q2 2013Q3 202341
BOKF, NA 3290.03%0.06%0.10%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.02%0.06%0.26%Q3 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.02%0.07%0.20%Q3 2013Q3 202341
ADAGE CAPITAL PARTNERS GP, L.L.C. 3040.02%0.08%0.14%Q1 2013Q3 202341
Chesley Taft & Associates LLC 31100.02%0.04%0.09%Q2 2013Q3 202341
EVERENCE CAPITAL MANAGEMENT INC 4010.09%0.22%0.32%Q2 2013Q3 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.07%0.14%0.26%Q2 2013Q3 202341
SECURITY NATIONAL BANK OF SO DAK 3921.20%1.49%2.09%Q2 2013Q3 202341
Wellington Shields & Co., LLC 25160.01%0.23%0.47%Q2 2013Q3 202341
Legacy Private Trust Co. 29120.07%0.20%0.38%Q2 2013Q3 202341
BRIDGEWAY CAPITAL MANAGEMENT, LLC 41410.02%0.40%0.80%Q2 2013Q2 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.09%0.14%0.20%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.02%0.09%0.31%Q2 2013Q3 202341
KEATING INVESTMENT COUNSELORS INC 3650.27%0.60%1.62%Q2 2013Q3 202341
Cetera Advisors LLC 41410.00%0.04%0.12%Q3 2013Q3 202341
1832 Asset Management L.P. 4010.00%0.01%0.05%Q2 2013Q3 202341
PITCAIRN CO 3290.03%0.06%0.14%Q2 2013Q3 202341
Liberty Capital Management, Inc. 29121.29%1.70%2.54%Q2 2013Q3 202341
Mariner, LLC 28130.01%0.02%0.06%Q2 2013Q3 202341
Rafferty Asset Management, LLC 3380.04%0.14%0.34%Q2 2013Q3 202341
SENTRY INVESTMENT MANAGEMENT LLC 3290.06%0.10%0.17%Q2 2013Q3 202341
TEACHER RETIREMENT SYSTEM OF TEXAS 3830.01%0.17%0.68%Q2 2013Q3 202341
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3921.08%1.52%2.14%Q2 2013Q3 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 41410.00%0.18%0.48%Q3 2013Q3 202341
Norinchukin Bank, The 41410.01%0.03%0.06%Q3 2013Q3 202341
TOMPKINS FINANCIAL CORP 2830.01%0.03%0.09%Q2 2013Q4 202341
PGGM Investments 3330.09%0.22%0.54%Q1 2013Q3 202341
PRIO WEALTH LIMITED PARTNERSHIP 41410.02%0.03%0.04%Q3 2013Q3 202341
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24170.00%0.06%0.23%Q2 2013Q3 202341
PineBridge Investments, L.P. 41410.00%0.35%0.73%Q2 2013Q2 202341
WBH ADVISORY INC 3830.05%0.16%0.59%Q2 2013Q3 202341
Thomasville National Bank 27140.23%0.76%3.18%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.03%0.21%0.44%Q2 2013Q2 202341
Arizona State Retirement System 3380.08%0.12%0.17%Q1 2013Q3 202341
Bollard Group LLC 41410.00%0.02%0.12%Q3 2013Q3 202341
HARTLINE INVESTMENT CORP/ 3740.13%1.05%1.84%Q2 2013Q3 202341
DEARBORN PARTNERS LLC 41410.01%0.04%0.12%Q3 2013Q3 202341
LOS ANGELES CAPITAL MANAGEMENT LLC 3380.00%0.10%0.41%Q2 2013Q3 202341
TCI Wealth Advisors, Inc. 28130.00%0.01%0.03%Q4 2012Q1 202341
Bartlett & Co. LLC 2670.00%0.00%0.00%Q2 2013Q4 202341
PARSONS CAPITAL MANAGEMENT INC/RI 28130.16%0.26%0.32%Q2 2013Q3 202341
DnB Asset Management AS 3920.02%0.07%0.18%Q3 2013Q4 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 23180.06%0.13%0.26%Q2 2013Q3 202341
BROWN BROTHERS HARRIMAN & CO 30110.00%0.00%0.01%Q1 2013Q3 202341
Sandy Spring Bank 3830.09%0.24%0.37%Q2 2013Q3 202341
PITTENGER & ANDERSON INC 29120.14%0.20%0.30%Q2 2013Q3 202341
Brandywine Global Investment Management, LLC 3650.04%0.24%0.61%Q2 2013Q3 202341
Somerset Trust Co 41410.53%1.16%2.04%Q4 2013Q4 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.01%0.04%0.25%Q2 2013Q3 202341
NISA INVESTMENT ADVISORS, LLC 3470.08%0.15%0.20%Q2 2013Q3 202341
QV Investors Inc. 3810.30%2.77%7.44%Q1 2011Q3 202340
CITY HOLDING CO 40400.23%0.46%0.66%Q4 2013Q3 202340
Sabal Trust CO 2360.02%0.92%2.78%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.00%0.09%0.18%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.08%0.13%0.17%Q4 2013Q3 202340
STATE STREET CORP 3280.08%0.13%0.18%Q2 2013Q3 202340
COMERICA BANK 3910.03%0.08%0.16%Q2 2013Q3 202340
DENALI ADVISORS LLC 3010.01%1.19%2.82%Q2 2013Q3 202340
WESBANCO BANK INC 3040.02%0.02%0.04%Q2 2013Q3 202340
GREENLEAF TRUST 40400.01%0.15%0.47%Q4 2013Q3 202340
Loudon Investment Management, LLC 40400.88%1.83%3.35%Q4 2013Q3 202340
WELCH & FORBES LLC 2340.42%0.81%1.41%Q2 2013Q3 202340
BALYASNY ASSET MANAGEMENT L.P. 1010.00%0.11%0.60%Q4 2013Q3 202340
Capital Analysts, LLC 26140.00%0.01%0.04%Q1 2013Q3 202340
Busey Bank 2310.02%0.14%1.35%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.05%0.08%0.12%Q4 2013Q3 202340
Private Advisor Group, LLC 27120.00%0.04%0.18%Q4 2013Q3 202340
Financial Architects, Inc 3720.03%0.09%0.31%Q2 2013Q2 202340
Kentucky Retirement Systems 3730.09%0.14%0.19%Q3 2013Q3 202340
GHP Investment Advisors, Inc. 3230.02%0.04%0.08%Q2 2013Q3 202340
Bank OZK 24160.07%0.55%1.07%Q3 2013Q3 202340
Atria Investments, Inc 28120.02%0.12%0.26%Q2 2013Q3 202340
SIT INVESTMENT ASSOCIATES INC 3510.00%0.01%0.01%Q2 2013Q3 202340
Sand Hill Global Advisors, LLC 26140.02%0.04%0.38%Q3 2013Q3 202340
FORVIS Wealth Advisors, LLC 3820.01%0.07%1.26%Q2 2013Q2 202340
Parsec Financial Management, Inc. 40400.14%0.99%2.43%Q2 2013Q1 202340
Curbstone Financial Management Corp 40400.18%0.24%0.30%Q1 2014Q4 202340
Blume Capital Management, Inc. 40400.04%0.05%0.06%Q4 2013Q3 202340
Grantham, Mayo, Van Otterloo & Co. LLC 27120.00%0.08%0.25%Q2 2013Q3 202339
Avior Wealth Management, LLC 39390.00%0.00%0.02%Q1 2014Q3 202339
CKW FINANCIAL GROUP 3720.01%0.01%0.02%Q4 2013Q3 202339
Andra AP-fonden 2250.09%0.17%0.28%Q2 2013Q2 202339
BANK OF THE WEST 39390.04%0.31%1.39%Q2 2013Q4 202239
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.07%0.12%0.16%Q1 2014Q3 202339
Court Place Advisors, LLC 39390.74%1.18%1.76%Q1 2014Q3 202339
NJ State Employees Deferred Compensation Plan 39390.18%0.22%0.35%Q1 2014Q3 202339
PARK NATIONAL CORP /OH/ 2530.01%0.03%0.06%Q2 2013Q4 202339
STIFEL FINANCIAL CORP 39390.04%0.11%0.27%Q1 2014Q3 202339
NAPLES GLOBAL ADVISORS, LLC 39390.15%0.35%0.70%Q1 2014Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.01%0.13%0.21%Q1 2014Q3 202339
OPTIMUM INVESTMENT ADVISORS 3270.04%0.13%0.36%Q3 2013Q4 202339
RATIONAL ADVISORS LLC 1510.00%0.25%1.28%Q1 2009Q1 202339
CIBC Private Wealth Group, LLC 39390.01%0.01%0.02%Q1 2014Q3 202339
HOWE & RUSLING INC 2140.00%0.11%1.31%Q2 2013Q3 202339
Beacon Capital Management, Inc. 3090.00%0.01%0.08%Q4 2013Q3 202339
Hollow Brook Wealth Management LLC 39390.09%0.87%3.84%Q1 2014Q3 202339
EagleClaw Capital Managment, LLC 39390.27%0.47%0.67%Q1 2014Q3 202339
Advisory Services Network, LLC 27120.02%0.09%0.21%Q4 2013Q3 202339
B. Riley Wealth Advisors, Inc. 3310.00%0.05%0.10%Q2 2013Q3 202339
Regal Investment Advisors LLC 2710.01%0.33%0.68%Q2 2013Q3 202339
INTRUST BANK NA 1980.03%0.22%0.58%Q2 2013Q3 202339
EATON VANCE MANAGEMENT 38380.08%0.29%0.89%Q2 2013Q3 202238
KCM INVESTMENT ADVISORS LLC 38380.01%0.05%0.12%Q2 2014Q3 202338
Checchi Capital Advisers, LLC 26120.02%0.05%0.13%Q1 2014Q3 202338
Oakworth Capital, Inc. 38380.00%0.03%0.22%Q2 2014Q3 202338
Cambridge Investment Research Advisors, Inc. 2610.02%0.05%0.12%Q2 2013Q3 202338
CIM, LLC 27110.10%0.17%0.41%Q2 2013Q4 202238
State of Alaska, Department of Revenue 27110.02%0.14%0.34%Q2 2013Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.06%0.11%0.20%Q2 2013Q3 202238
Ashfield Capital Partners, LLC 38380.17%0.26%0.38%Q2 2013Q3 202238
Mirae Asset Global Investments Co., Ltd. 2510.02%0.05%0.14%Q2 2011Q3 202338
FUKOKU MUTUAL LIFE INSURANCE Co 37370.02%0.03%0.06%Q2 2013Q2 202237
ROWLANDMILLER & PARTNERS.ADV 37370.45%0.67%0.91%Q4 2014Q4 202337
MURPHY CAPITAL MANAGEMENT INC 37370.18%0.31%0.60%Q2 2013Q2 202237
Covington Capital Management 2890.01%0.08%0.40%Q2 2013Q3 202237
MASSMUTUAL TRUST CO FSB/ADV 1310.00%0.05%0.26%Q1 2014Q4 202337
Ipswich Investment Management Co., Inc. 3250.09%0.14%0.20%Q2 2013Q3 202337
Aviance Capital Partners, LLC 27100.04%0.55%1.71%Q2 2013Q3 202337
Johnson Financial Group, Inc. 2940.00%0.08%0.28%Q2 2013Q3 202337
South Dakota Investment Council 37370.04%0.12%0.23%Q3 2014Q3 202337
GRIMES & COMPANY, INC. 1810.01%0.03%0.08%Q2 2013Q3 202337
ADVISOR PARTNERS LLC 37370.05%0.15%0.28%Q2 2013Q2 202237
Sigma Planning Corp 36360.03%0.06%0.13%Q4 2014Q3 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36361.12%1.48%1.88%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.08%0.14%0.22%Q2 2013Q1 202236
BI Asset Management Fondsmaeglerselskab A/S 2970.01%0.76%1.71%Q1 2014Q3 202336
CREDIT AGRICOLE S A 2780.00%0.04%0.09%Q2 2013Q3 202336
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2040.01%0.27%0.66%Q2 2013Q3 202336
SVB WEALTH LLC 36360.01%0.08%0.22%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.10%0.23%0.44%Q2 2013Q1 202236
KWMG, LLC 36360.50%0.72%0.98%Q4 2014Q3 202336
National Pension Service 3330.10%0.15%0.19%Q3 2014Q3 202336
Tradewinds Capital Management, LLC 3510.00%0.02%0.07%Q4 2013Q4 202236
Long Road Investment Counsel, LLC 36361.00%1.44%1.85%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 1510.00%0.04%0.10%Q3 2013Q3 202336
ACG Wealth 36360.05%0.13%0.22%Q4 2013Q3 202236
Winch Advisory Services, LLC 3510.00%0.01%0.02%Q3 2014Q3 202336
DOWLING & YAHNKE LLC 22140.08%0.19%0.30%Q2 2013Q3 202236
ASSOCIATED BANC-CORP 36360.02%0.04%0.15%Q4 2014Q3 202336
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.10%0.33%0.50%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.01%0.04%0.12%Q4 2014Q3 202336
CORNERCAP INVESTMENT COUNSEL INC 36360.07%0.52%0.92%Q4 2014Q3 202336
Diligent Investors, LLC 36360.15%0.23%0.31%Q4 2014Q3 202336
Azimuth Capital Management LLC 36360.12%0.20%0.29%Q2 2013Q1 202236
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.34%0.46%0.65%Q4 2014Q3 202336
VICTORY CAPITAL MANAGEMENT INC 3410.00%0.31%0.75%Q3 2013Q3 202335
Argent Trust Co 3050.03%0.10%0.28%Q4 2014Q3 202335
TDAM USA INC. 35350.02%0.11%0.34%Q2 2013Q4 202135
Cambria Investment Management, L.P. 35350.18%0.66%1.49%Q1 2015Q3 202335
Manchester Capital Management LLC 3230.01%0.03%0.06%Q2 2014Q3 202335
VAUGHAN DAVID INVESTMENTS LLC/IL 35350.01%0.63%1.10%Q1 2015Q3 202335
Allworth Financial LP 35350.00%0.01%0.01%Q1 2015Q3 202335
SCOTIA CAPITAL INC. 2710.00%0.02%0.08%Q2 2013Q4 202235
Coho Partners, Ltd. 35350.02%2.39%4.57%Q1 2015Q3 202335
ROPES WEALTH ADVISORS LLC 35350.01%0.15%0.40%Q1 2015Q3 202335
DUPONT CAPITAL MANAGEMENT CORP 2530.00%0.07%0.35%Q2 2013Q2 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.02%0.06%0.23%Q1 2015Q3 202335
Gotham Asset Management, LLC 2320.00%0.05%0.14%Q2 2013Q3 202335
PUTNAM INVESTMENTS LLC 35350.00%0.03%0.08%Q2 2013Q4 202135
HIGHLAND CAPITAL MANAGEMENT, LLC 35350.05%0.19%0.88%Q1 2015Q3 202335
PROSPECTOR PARTNERS LLC 34340.08%1.19%2.24%Q2 2013Q3 202135
Carroll Financial Associates, Inc. 35350.00%0.09%0.20%Q2 2013Q4 202135
MEEDER ASSET MANAGEMENT INC 2510.01%0.26%1.70%Q2 2013Q3 202335
Cornerstone Management, Inc. 3140.11%0.18%0.25%Q4 2014Q3 202335
MCF Advisors LLC 2310.00%0.02%0.13%Q3 2012Q2 202335
Candriam S.C.A. 3140.02%0.10%0.55%Q4 2014Q3 202335
SCOUT INVESTMENTS, INC. 35350.25%0.92%2.15%Q2 2013Q4 202135
CULLINAN ASSOCIATES INC 35350.32%0.94%1.82%Q1 2015Q3 202335
State of New Jersey Common Pension Fund D 18170.06%0.11%0.19%Q2 2014Q3 202335
Baird Financial Group, Inc. 34340.02%0.05%0.08%Q2 2015Q3 202334
AMP Capital Investors Ltd 34340.04%0.11%0.16%Q2 2013Q3 202134
ENTERPRISE FINANCIAL SERVICES CORP 34340.02%0.04%0.08%Q2 2013Q3 202134
Bienville Capital Management, LLC 34340.02%0.13%0.31%Q2 2015Q3 202334
Glassman Wealth Services 24100.00%0.01%0.02%Q4 2014Q3 202334
Tredje AP-fonden 34340.06%0.17%0.29%Q2 2015Q3 202334
World Asset Management Inc 34340.10%0.12%0.15%Q2 2013Q3 202134
Hexavest Inc. 34340.00%0.26%1.04%Q2 2013Q3 202134
Spot Trading L.L.C 16160.00%0.04%0.27%Q2 2013Q1 201734
LS Investment Advisors, LLC 34340.04%0.30%0.42%Q2 2013Q3 202134
Gradient Investments LLC 1710.00%0.01%0.03%Q2 2013Q3 202334
People's United Financial, Inc. 34340.01%0.06%0.10%Q2 2013Q3 202134
QUADRANT CAPITAL GROUP LLC 34340.02%0.06%0.11%Q2 2015Q3 202334
Fiduciary Group LLC 34340.17%0.31%0.55%Q2 2015Q3 202334
ING GROEP NV 1210.00%0.06%0.16%Q1 2013Q1 202334
Richard Bernstein Advisors LLC 2720.06%0.18%0.62%Q2 2013Q3 202234
BOSTON FINANCIAL MANGEMENT LLC 2950.01%0.18%0.46%Q2 2013Q3 202334
WINTON GROUP Ltd 2030.01%0.27%1.00%Q2 2014Q1 202334
SPINNAKER TRUST 2320.02%0.05%0.07%Q3 2014Q3 202334
Haverford Trust Co 3310.01%0.02%0.03%Q4 2013Q3 202334
IBM Retirement Fund 3010.07%0.12%0.16%Q2 2013Q1 202234
Squarepoint Ops LLC 1210.00%0.08%0.39%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.00%0.01%0.01%Q4 2013Q1 202234
AMERICAN NATIONAL BANK 1920.00%1.56%3.92%Q2 2013Q3 202334
Mizuho Bank, Ltd. 34341.27%23.04%60.97%Q2 2013Q3 202134
Atlantic Union Bankshares Corp 2850.05%0.17%0.48%Q1 2014Q3 202333
Pensionfund Sabic 2490.36%0.52%0.68%Q1 2015Q4 202333
PICTET ASSET MANAGEMENT LTD 33330.02%0.09%0.14%Q2 2013Q2 202133
Destination Wealth Management 2820.54%1.14%1.78%Q2 2014Q3 202333
QS Investors, LLC 33330.00%0.06%0.15%Q2 2013Q2 202133
ASSETMARK, INC 33330.01%0.19%0.57%Q3 2015Q3 202333
UNITED SERVICES AUTOMOBILE ASSOCIATION 2760.01%0.04%0.10%Q2 2013Q3 202333
PETTYJOHN, WOOD & WHITE, INC 3120.07%0.09%0.13%Q1 2015Q3 202333
Sequoia Financial Advisors, LLC 2230.01%0.27%0.83%Q4 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.01%Q4 2015Q4 202333
Boston Partners 33330.03%0.26%0.57%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.01%0.02%0.03%Q3 2015Q3 202333
CenterStar Asset Management, LLC 510.00%0.07%0.52%Q4 2017Q2 202333
CWM, LLC 2020.00%0.02%0.05%Q3 2013Q3 202333
Verity & Verity, LLC 33330.03%1.16%2.05%Q3 2015Q3 202333
Brookstone Capital Management 3120.01%0.02%0.04%Q2 2015Q3 202333
Pensionfund DSM Netherlands 3020.07%0.44%0.60%Q3 2013Q4 202132
Smith, Salley & Associates 32320.03%0.04%0.06%Q4 2015Q3 202332
Meiji Yasuda Life Insurance Co 32320.01%0.13%0.24%Q2 2013Q1 202132
One Capital Management, LLC 3110.09%0.56%0.84%Q1 2014Q1 202232
NICOLET BANKSHARES INC 32320.05%0.15%0.31%Q4 2015Q3 202332
COUNTRY TRUST BANK 2320.00%0.33%1.81%Q2 2014Q4 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.13%0.25%0.35%Q4 2015Q3 202332
TWO SIGMA ADVISERS, LP 1240.00%0.07%0.46%Q2 2013Q4 202032
PALISADE CAPITAL MANAGEMENT, LP 32320.01%0.01%0.02%Q4 2012Q3 202032
Ledyard National Bank 3020.02%0.15%0.88%Q2 2013Q2 202132
Sheaff Brock Investment Advisors, LLC 32320.03%0.04%0.06%Q4 2015Q3 202332
Stadion Money Management, LLC 32320.01%0.07%0.16%Q2 2013Q1 202132
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.58%0.79%1.18%Q4 2015Q3 202332
RMB Capital Management, LLC 1730.00%0.31%1.02%Q2 2013Q4 201932
HBK Sorce Advisory LLC 32320.06%0.12%0.18%Q4 2015Q3 202332
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2930.00%0.05%0.09%Q2 2013Q2 202132
PATTEN & PATTEN INC/TN 1640.02%0.03%0.04%Q2 2013Q3 202332
Anchor Investment Management, LLC 32320.16%0.28%0.47%Q1 2016Q4 202332
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.18%0.33%0.54%Q2 2013Q4 202332
VIRGINIA RETIREMENT SYSTEMS ET AL 1650.01%0.08%0.38%Q2 2013Q3 202332
GAMBLE JONES INVESTMENT COUNSEL 2710.01%0.07%0.13%Q2 2013Q4 202232
Asset Dedication, LLC 32320.00%0.01%0.03%Q4 2015Q3 202332
WEBSTER BANK, N. A. 2840.00%0.01%0.08%Q2 2013Q3 202332
Sutton Wealth Advisors Inc. 31310.09%0.13%0.22%Q1 2016Q3 202331
USS Investment Management Ltd 2470.08%0.26%1.49%Q4 2015Q3 202331
CANADA PENSION PLAN INVESTMENT BOARD 2010.00%0.07%0.22%Q2 2013Q3 202131
Lombard Odier Asset Management (Switzerland) SA 1310.02%0.12%0.35%Q2 2014Q1 202331
Laurion Capital Management LP 1010.00%0.11%0.84%Q2 2013Q1 202231
Geneos Wealth Management Inc. 31310.01%0.04%0.08%Q1 2016Q3 202331
PENINSULA ASSET MANAGEMENT INC 31311.63%2.24%3.08%Q1 2016Q3 202331
Aperio Group, LLC 31310.08%0.24%0.36%Q2 2013Q4 202031
IFP Advisors, Inc 17140.01%0.02%0.04%Q4 2015Q3 202331
BALDWIN BROTHERS LLC/MA 2410.00%0.03%0.24%Q2 2013Q4 202331
Cottage Street Advisors LLC 2830.24%0.39%0.53%Q4 2015Q3 202331
HUSSMAN STRATEGIC ADVISORS, INC. 1830.01%0.67%1.76%Q2 2013Q3 202331
TELEMUS CAPITAL, LLC 31310.02%0.07%0.17%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.07%0.11%0.18%Q2 2013Q4 202031
FIRST QUADRANT LLC/CA 3010.01%0.13%0.36%Q2 2013Q1 202131
Pacer Advisors, Inc. 1410.00%0.07%0.20%Q4 2013Q3 202331
ROYAL LONDON ASSET MANAGEMENT LTD 1740.09%0.17%0.23%Q2 2013Q3 202330
Capital Investment Advisors, LLC 30300.03%0.08%0.32%Q3 2016Q4 202330
Skandinaviska Enskilda Banken AB (publ) 2730.06%0.52%1.74%Q1 2016Q3 202330
BARINGS LLC 30300.02%0.06%0.11%Q2 2013Q3 202030
SILVERCREST ASSET MANAGEMENT GROUP LLC 30300.00%0.01%0.02%Q2 2016Q3 202330
Hemenway Trust Co LLC 2810.02%0.09%0.15%Q1 2013Q3 202330
Verition Fund Management LLC 810.00%0.04%0.15%Q2 2013Q3 202330
Balentine LLC 1280.00%0.04%0.08%Q1 2015Q3 202330
SMITH, MOORE & CO. 2610.05%0.07%0.11%Q3 2014Q3 202330
BerganKDV Wealth Management, LLC 30300.11%0.30%0.49%Q1 2016Q2 202330
LBMC INVESTMENT ADVISORS, LLC 30300.04%0.24%0.45%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.41%0.78%1.50%Q2 2016Q3 202330
Lido Advisors, LLC 30300.01%0.04%0.14%Q2 2016Q3 202330
CIBC WORLD MARKETS CORP 2810.02%0.08%0.68%Q2 2014Q3 202330
Polar Capital LLP 30300.11%0.22%0.42%Q2 2013Q3 202030
Connor, Clark & Lunn Investment Management Ltd. 1910.00%0.10%0.29%Q1 2014Q3 202330
NewSquare Capital LLC 30300.00%0.00%0.00%Q2 2016Q3 202330
ALPHA WINDWARD LLC 30300.13%0.15%0.19%Q2 2013Q3 202030
Venturi Wealth Management, LLC 1810.04%0.11%0.29%Q4 2015Q3 202330
NewEdge Advisors, LLC 30300.03%0.07%0.19%Q2 2016Q3 202330
SevenBridge Financial Group, LLC 30300.06%0.29%1.30%Q2 2016Q3 202330
TUDOR INVESTMENT CORP ET AL 810.00%0.03%0.14%Q4 2013Q3 202330
Point72 Hong Kong Ltd 1010.02%0.09%0.30%Q3 2014Q3 202229
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2510.00%0.05%0.19%Q4 2013Q3 202329
First Allied Advisory Services, Inc. 2540.09%0.15%0.21%Q2 2013Q3 202029
Covington Investment Advisors Inc. 29290.92%1.67%2.00%Q2 2013Q2 202029
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.05%Q4 2013Q4 202029
Stratos Wealth Partners, LTD. 2010.02%0.05%0.38%Q2 2014Q3 202329
BAR HARBOR WEALTH MANAGEMENT 2810.02%0.08%0.13%Q1 2014Q3 202329
Janney Montgomery Scott LLC 1810.04%0.08%0.11%Q3 2013Q3 202329
Estabrook Capital Management 2810.70%0.84%1.07%Q2 2016Q3 202329
TOKIO MARINE ASSET MANAGEMENT CO LTD 18110.02%0.07%0.14%Q2 2013Q3 202329
Point View Wealth Management, Inc. 29290.11%0.18%0.26%Q4 2013Q4 202029
JNBA Financial Advisors 29290.04%3.93%7.36%Q3 2016Q3 202329
Field & Main Bank 1440.12%0.33%1.20%Q4 2013Q3 202329
Compagnie Lombard Odier SCmA 2210.00%0.02%0.13%Q4 2013Q3 202329
Vident Investment Advisory, LLC 2410.01%0.10%0.31%Q4 2014Q2 202329
Hanson & Doremus Investment Management 18110.01%0.02%0.04%Q3 2013Q3 202329
Keel Point, LLC 1750.02%0.21%0.70%Q1 2015Q3 202328
COMMERZBANK AKTIENGESELLSCHAFT /FI 28280.01%0.03%0.10%Q2 2013Q1 202028
Focused Wealth Management, Inc 1120.01%0.04%0.12%Q3 2013Q4 202128
Russell Investments Group, Ltd. 28280.05%0.09%0.15%Q4 2016Q3 202328
Norway Savings Bank 28280.09%0.14%0.21%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.03%0.06%Q4 2016Q3 202328
Glenview Trust Co 2110.04%0.11%1.51%Q4 2008Q3 202328
ARROWGRASS CAPITAL PARTNERS (US) LP 11110.01%0.07%0.25%Q2 2015Q4 201728
Abbrea Capital, LLC 28280.13%0.20%0.27%Q4 2016Q3 202328
CADENCE CAPITAL MANAGEMENT LLC 28280.10%0.30%0.79%Q4 2013Q3 202028
Farmers & Merchants Trust Co of Chambersburg PA 28280.07%0.09%0.11%Q4 2016Q3 202328
North Star Investment Management Corp. 1710.00%0.02%0.03%Q2 2015Q3 202328
Hudock, Inc. 2710.00%0.00%0.01%Q1 2014Q3 202228
IFM Investors Pty Ltd 28280.09%0.14%0.17%Q4 2016Q3 202328
Caprock Group, LLC 16120.03%0.07%0.13%Q3 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.06%0.18%0.43%Q3 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.06%0.09%0.12%Q4 2016Q3 202328
JARISLOWSKY, FRASER Ltd 28280.01%0.02%0.03%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.01%0.03%0.10%Q4 2016Q3 202328
PIEDMONT INVESTMENT ADVISORS INC 28280.01%0.19%0.50%Q2 2013Q1 202028
Kovack Advisors, Inc. 1010.00%0.14%1.77%Q3 2012Q3 202328
Steward Partners Investment Advisory, LLC 28280.04%0.17%0.43%Q4 2016Q3 202328
Diversified Trust Co 2110.01%0.02%0.04%Q3 2013Q1 202328
Ridgewood Investments LLC 28280.30%0.52%0.92%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.00%0.00%0.00%Q4 2016Q3 202328
LAZARD ASSET MANAGEMENT LLC 2110.00%0.02%0.05%Q2 2013Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.04%0.24%0.56%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.01%0.02%Q1 2016Q4 202228
REILLY FINANCIAL ADVISORS, LLC 1310.00%0.45%2.19%Q2 2013Q4 202128
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.01%0.05%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.28%0.55%1.25%Q2 2013Q1 202028
WEST PACES ADVISORS INC. 28280.00%0.01%0.03%Q4 2016Q3 202328
COLONY GROUP LLC 2110.00%0.01%0.04%Q1 2014Q3 202328
Pineno Levin & Ford Asset Management, Inc. 28280.11%0.26%0.65%Q1 2015Q4 202128
TANAKA CAPITAL MANAGEMENT INC 28282.26%3.99%6.11%Q4 2016Q3 202328
NEXT Financial Group, Inc 1460.01%0.06%0.42%Q2 2014Q4 202127
Sterling Capital Management LLC 27270.01%0.04%0.12%Q1 2013Q3 201927
Advocacy Wealth Management Services, LLC 2120.00%0.06%0.32%Q2 2013Q1 202227
Modera Wealth Management, LLC 27270.06%0.13%0.21%Q1 2017Q3 202327
Plancorp, LLC 15120.02%0.06%0.14%Q4 2016Q3 202327
SMITH SHELLNUT WILSON LLC /ADV 2160.40%0.95%1.50%Q4 2016Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 15120.02%0.04%0.10%Q4 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.03%Q4 2016Q3 202327
First Command Financial Services, Inc. 27270.02%0.28%0.65%Q4 2016Q2 202327
CLEARARC CAPITAL INC 27270.12%0.14%0.18%Q2 2013Q4 201927
SRB CORP 1830.00%0.03%0.09%Q3 2014Q2 202227
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.02%0.03%Q2 2013Q4 201927
Maple Capital Management, Inc. 27270.05%0.10%0.16%Q2 2013Q4 201927
Cerity Partners LLC 27270.02%0.05%0.10%Q1 2017Q3 202327
Abbot Financial Management, Inc. 26260.02%0.61%0.83%Q2 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.03%0.06%Q2 2013Q4 201927
Covenant Asset Management, LLC 16110.08%0.22%0.34%Q4 2016Q3 202327
Weaver C. Barksdale & Associates, Inc. 1980.39%1.29%2.26%Q2 2013Q3 202327
First Command Bank 27270.02%0.33%0.65%Q4 2016Q2 202327
CHESAPEAKE ASSET MANAGEMENT LLC 27274.06%6.08%8.55%Q2 2013Q4 201927
Pacific Center for Financial Services 2430.00%0.01%0.01%Q4 2016Q3 202327
Whitnell & Co. 27270.98%1.32%1.62%Q2 2013Q4 201927
Moisand Fitzgerald Tamayo, LLC 2520.00%0.01%0.01%Q4 2015Q3 202327
FIRST HAWAIIAN BANK 2160.02%0.03%0.08%Q2 2013Q3 202327
CIBC BANK USA 27270.04%0.12%0.24%Q2 2013Q4 201927
Strategic Advisors LLC 27270.32%0.73%0.94%Q2 2013Q4 201927
Horan Capital Advisors, LLC. 2310.12%0.17%0.22%Q4 2013Q3 202326
MML INVESTORS SERVICES, LLC 2420.02%0.03%0.05%Q1 2017Q3 202326
SUNTRUST BANKS INC 26260.02%0.04%0.07%Q2 2013Q3 201926
Summit Financial Wealth Advisors, LLC 620.05%0.11%0.47%Q4 2014Q3 202326
KOPP INVESTMENT ADVISORS LLC 26260.35%0.63%1.14%Q2 2013Q3 201926
Brinker Capital Investments, LLC 1040.00%0.02%0.08%Q2 2013Q4 202226
Municipal Employees' Retirement System of Michigan 2060.02%0.09%0.16%Q3 2013Q1 202026
Timber Creek Capital Management LLC 26260.01%0.03%0.06%Q1 2015Q2 202126
USCA RIA LLC 26260.06%0.33%0.77%Q1 2015Q2 202126
PRUDENTIAL PLC 1310.00%0.01%0.06%Q3 2013Q3 202326
BB&T SECURITIES, LLC 26260.01%0.12%0.21%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.12%0.17%0.32%Q3 2016Q3 202326
DUBUQUE BANK & TRUST CO 2410.00%0.00%0.04%Q2 2013Q3 202326
ACADIAN ASSET MANAGEMENT LLC 1610.00%0.09%0.52%Q2 2015Q3 202326
BOSTON ADVISORS LLC 26260.02%0.05%0.09%Q2 2013Q3 201926
ZWJ INVESTMENT COUNSEL INC 1910.03%0.06%0.26%Q4 2016Q3 202326
ARS Wealth Advisors, LLC 26260.10%0.16%0.20%Q1 2015Q2 202126
FOSTER & MOTLEY INC 2240.04%0.34%0.72%Q2 2013Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.29%0.79%Q2 2013Q3 201926
BEACON INVESTMENT ADVISORY SERVICES, INC. 25250.01%0.03%0.05%Q3 2017Q3 202325
CHEMICAL BANK 25250.13%0.22%0.35%Q2 2013Q2 201925
FIRST MIDWEST BANK TRUST DIVISION 2410.06%0.17%0.27%Q2 2014Q4 202125
Moors & Cabot, Inc. 25250.03%0.05%0.07%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.02%0.04%0.07%Q3 2017Q3 202325
Moloney Securities Asset Management, LLC 25250.06%0.15%0.32%Q3 2017Q3 202325
Independent Order of Foresters 25250.18%0.45%0.74%Q2 2013Q2 201925
FIL Ltd 1920.00%0.02%0.11%Q2 2013Q4 202125
CAPTRUST FINANCIAL ADVISORS 25250.00%0.10%0.28%Q3 2017Q3 202325
BUCKINGHAM STRATEGIC WEALTH, LLC 25250.01%0.04%0.12%Q3 2017Q3 202325
abrdn plc 25250.03%0.07%0.22%Q3 2017Q3 202325
Smith & Howard Wealth Management, LLC 1960.18%0.33%0.44%Q1 2014Q2 202025
Sicart Associates LLC 25250.24%0.39%0.82%Q4 2016Q4 202225
FineMark National Bank & Trust 2120.01%0.04%0.09%Q2 2013Q3 202325
JFS WEALTH ADVISORS, LLC 2210.00%0.02%0.20%Q2 2013Q3 202325
Baker Avenue Asset Management, LP 2140.01%0.10%0.30%Q2 2014Q3 202325
Community Bank, N.A. 1150.00%0.01%0.04%Q4 2014Q3 202325
FIRST MERCHANTS CORP 25250.04%0.14%0.31%Q3 2017Q3 202325
LOOMIS SAYLES & CO L P 1160.00%0.00%0.01%Q2 2015Q3 202325
NATIXIS 910.00%0.09%0.40%Q2 2014Q3 202325
CITIZENS FINANCIAL GROUP INC/RI 2320.01%0.04%0.06%Q4 2015Q1 202325
NN Investment Partners Holdings N.V. 25250.00%0.21%0.47%Q1 2016Q1 202225
TIAA, FSB 25250.01%0.01%0.02%Q2 2017Q2 202325
Financial Advantage, Inc. 1610.02%0.02%0.04%Q2 2013Q3 202225
Clark Capital Management Group, Inc. 2320.39%0.69%1.47%Q2 2016Q3 202325
Clean Yield Group 2010.02%0.11%0.24%Q1 2015Q3 202325
Freestone Capital Holdings, LLC 1870.02%0.16%0.24%Q2 2013Q3 202325
FIRST NATIONAL BANK OF OMAHA 25250.01%0.21%0.50%Q2 2013Q2 201925
Cornerstone Advisors, Inc. 25250.01%0.03%0.06%Q2 2013Q2 201925
COMMONWEALTH BANK OF AUSTRALIA 25250.04%0.05%0.07%Q2 2013Q2 201925
OppenheimerFunds, Inc. 25250.00%0.03%0.08%Q1 2013Q1 201925
Maj Invest Holding A/S 25253.41%6.26%9.02%Q3 2017Q3 202325
Voya Financial Advisors, Inc. 25250.02%0.05%0.08%Q1 2015Q1 202125
Employees Retirement System of Texas 25250.02%0.06%0.18%Q2 2013Q2 201925
Pinnacle Wealth Management Advisory Group, LLC 2050.04%0.19%0.26%Q3 2015Q3 202325
OneDigital Investment Advisors LLC 13120.01%0.02%0.04%Q2 2017Q3 202325
BUCKHEAD CAPITAL MANAGEMENT LLC 24240.04%0.06%0.12%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.07%0.09%0.12%Q4 2017Q3 202324
Sawyer & Company, Inc 24240.54%0.72%0.94%Q4 2017Q3 202324
Columbus Macro, LLC 24240.09%0.22%0.59%Q4 2017Q3 202324
PRIVATE TRUST CO NA 710.03%0.07%0.12%Q1 2013Q3 202324
Exeter Financial, LLC 24242.02%2.75%3.40%Q4 2017Q3 202324
ATWOOD & PALMER INC 13110.00%0.00%0.02%Q3 2015Q3 202324
Mn Services Vermogensbeheer B.V. 14100.08%0.16%0.24%Q1 2016Q3 202324
Biltmore Family Office, LLC 24240.36%0.61%0.99%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Osborn Williams & Donohoe LLC 24240.54%1.08%1.28%Q2 2014Q1 202024
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.03%0.07%0.14%Q4 2017Q3 202324
RELIANCE TRUST CO OF DELAWARE 24240.10%0.17%0.30%Q2 2013Q1 201924
Independence Bank of Kentucky 24240.00%0.01%0.01%Q4 2017Q3 202324
Legacy Capital Partners, Inc. 24240.12%0.27%0.51%Q2 2016Q1 202224
Homrich & Berg 2310.01%0.06%0.85%Q3 2015Q3 202124
PATHSTONE FAMILY OFFICE, LLC 1910.01%0.09%0.49%Q3 2014Q3 202324
Alberta Investment Management Corp 1510.00%0.13%0.39%Q2 2013Q3 202324
IFG Advisory, LLC 24240.22%0.37%0.61%Q4 2017Q3 202324
Provident Investment Management, Inc. 24240.03%0.05%0.10%Q1 2014Q4 201924
LYRICAL ASSET MANAGEMENT LP 24242.61%3.53%5.38%Q2 2013Q1 201924
AdvisorNet Financial, Inc 24240.01%0.05%0.08%Q4 2017Q3 202324
Corient Capital Partners, LLC 14100.03%0.04%0.07%Q3 2016Q3 202224
GARRISON BRADFORD & ASSOCIATES INC 24240.35%0.39%0.47%Q2 2013Q1 201924
Lingohr Asset Management GmbH 2220.26%1.37%3.62%Q2 2013Q4 202024
Unison Advisors LLC 24240.32%0.76%1.29%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.05%0.07%Q4 2017Q3 202324
TRADITION CAPITAL MANAGEMENT LLC 24240.13%0.36%1.01%Q2 2013Q1 201924
Murphy, Middleton, Hinkle & Parker, Inc. 24240.14%1.01%1.70%Q4 2017Q3 202324
Alpha Cubed Investments, LLC 2130.02%0.15%0.55%Q4 2013Q4 201924
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.07%0.74%Q2 2013Q1 202124
Capital Investment Advisory Services, LLC 24240.04%0.08%0.13%Q4 2017Q3 202324
CULLEN/FROST BANKERS, INC. 2130.00%0.01%0.01%Q3 2017Q3 202324
PEAPACK GLADSTONE FINANCIAL CORP 24240.01%0.03%0.06%Q4 2017Q3 202324
Csenge Advisory Group 23230.05%0.14%0.32%Q1 2018Q3 202323
Rossmore Private Capital 2210.01%0.10%0.23%Q4 2017Q3 202323
Wolf Group Capital Advisors 1580.14%1.28%2.12%Q4 2013Q3 201923
Willow Creek Wealth Management Inc. 23230.06%0.11%0.18%Q1 2018Q3 202323
AEGON ASSET MANAGEMENT UK PLC 1410.04%0.47%0.97%Q2 2013Q2 202323
Penbrook Management LLC 1240.14%0.22%0.29%Q4 2015Q3 202323
TRUST DEPARTMENT MB FINANCIAL BANK N A 2210.00%0.21%0.93%Q2 2013Q1 201923
Wealthcare Advisory Partners LLC 12110.02%0.04%0.08%Q3 2017Q3 202323
Ironsides Asset Advisors, LLC 23230.08%0.12%0.19%Q1 2018Q3 202323
Silvant Capital Management LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
Gifford Fong Associates 23230.20%0.29%0.38%Q1 2018Q3 202323
Arnhold LLC 23230.74%1.33%1.89%Q1 2018Q3 202323
DELTA CAPITAL MANAGEMENT LLC 23232.66%2.91%3.31%Q2 2013Q4 201823
Chesapeake Wealth Management 23230.14%0.24%0.42%Q1 2018Q3 202323
OGOREK ANTHONY JOSEPH /NY/ /ADV 23230.00%0.00%0.01%Q1 2018Q3 202323
SENTINEL TRUST CO LBA 23230.37%0.94%1.91%Q2 2013Q4 201823
Oak Asset Management, LLC 1850.46%0.65%0.93%Q4 2017Q3 202323
Sonora Investment Management, LLC 870.00%0.01%0.01%Q3 2015Q3 202123
FORSTA AP-FONDEN 1580.03%0.15%0.34%Q4 2016Q3 202323
Crewe Advisors LLC 23230.01%0.02%0.03%Q4 2017Q2 202323
MONTGOMERY INVESTMENT MANAGEMENT INC 23230.07%0.22%0.32%Q4 2014Q2 202023
Bridgewater Associates 810.01%0.04%0.10%Q2 2013Q3 202323
WealthTrust-Arizona, LLC 23230.00%0.03%0.17%Q2 2013Q4 201823
Motley Fool Asset Management LLC 23230.04%0.07%0.11%Q1 2018Q3 202323
Sterling Investment Advisors, Ltd. 23230.02%0.04%0.08%Q4 2016Q2 202223
Penserra Capital Management LLC 23230.00%0.19%1.10%Q1 2018Q3 202323
Treasurer of the State of North Carolina 23230.08%0.12%0.16%Q1 2018Q3 202323
Prospera Financial Services Inc 2120.04%0.14%0.23%Q1 2015Q3 202323
Ascent Wealth Partners, LLC 1730.08%0.11%0.16%Q4 2013Q1 202023
Rockefeller Capital Management L.P. 23230.01%0.37%1.47%Q1 2018Q3 202323
JOHNSON INVESTMENT COUNSEL INC 910.01%0.01%0.02%Q2 2013Q2 202323
BDO Wealth Advisors, LLC 2210.00%0.00%0.01%Q2 2017Q2 202323
Kingsview Wealth Management, LLC 810.00%0.07%0.24%Q2 2017Q3 202323
TD Capital Management LLC 1850.00%0.00%0.00%Q3 2017Q3 202323
Rice Partnership, LLC 2210.00%0.30%0.52%Q4 2017Q3 202323
GLENVIEW STATE BANK TRUST DEPT. 1810.08%0.18%0.22%Q4 2013Q4 202023
SHELL ASSET MANAGEMENT CO 23230.04%0.27%0.48%Q3 2016Q1 202223
FIRST FINANCIAL CORP /IN/ 1930.01%0.03%0.05%Q2 2013Q1 202022
COZAD ASSET MANAGEMENT INC 22220.12%0.24%0.46%Q2 2018Q3 202322
Drexel Morgan & Co. 1110.06%0.25%0.37%Q2 2014Q4 202022
EQUITABLE TRUST CO 22220.03%0.05%0.10%Q2 2018Q3 202322
JGP Wealth Management, LLC 22221.02%1.23%1.37%Q2 2018Q3 202322
PATTON ALBERTSON MILLER GROUP, LLC 2010.04%0.27%0.77%Q2 2013Q2 201922
Nicholas Hoffman & Company, LLC. 1390.02%0.07%0.11%Q4 2017Q3 202322
AJO, LP 1710.00%0.22%1.16%Q2 2013Q3 201922
RAND WEALTH, LLC 22220.09%0.10%0.14%Q2 2013Q3 201822
Stevens First Principles Investment Advisors 2110.00%0.01%0.01%Q2 2013Q2 201922
W.G. Shaheen & Associates DBA Whitney & Co 22220.00%1.34%2.02%Q2 2013Q3 201822
TEACHERS ADVISORS, LLC 22220.07%0.09%0.15%Q4 2013Q1 201922
Liberty Mutual Group Asset Management Inc. 22220.03%0.07%0.09%Q2 2013Q3 201822
Stewardship Financial Advisors, LLC 22220.53%0.99%1.49%Q4 2015Q1 202122
Robinson Value Management, Ltd. 1211.10%3.39%4.49%Q4 2016Q3 202322
THOMPSON INVESTMENT MANAGEMENT, INC. 22220.44%0.63%0.76%Q2 2013Q3 201822
ROCKY MOUNTAIN ADVISERS, LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
MV CAPITAL MANAGEMENT, INC. 1140.00%0.05%0.14%Q4 2014Q3 202322
Gemmer Asset Management LLC 22220.00%0.01%0.01%Q4 2016Q1 202222
RENAISSANCE GROUP LLC 1210.01%0.04%0.12%Q2 2013Q3 202322
MONTAG A & ASSOCIATES INC 1210.02%0.08%0.22%Q2 2013Q3 202322
SeaCrest Wealth Management, LLC 1660.02%0.04%0.07%Q4 2017Q3 202322
KANAWHA CAPITAL MANAGEMENT LLC 1480.02%0.03%0.04%Q1 2018Q3 202322
CHECK CAPITAL MANAGEMENT INC/CA 22220.02%3.26%5.07%Q3 2012Q4 201722
SECURITY NATIONAL TRUST CO 2010.09%0.12%0.15%Q4 2013Q3 202122
Man Group plc 1390.00%0.04%0.08%Q1 2018Q3 202322
NWAM LLC 22220.02%0.12%0.27%Q2 2012Q3 201722
CAPITAL MANAGEMENT CORP /VA 2110.96%2.95%4.12%Q3 2013Q1 201922
Savant Capital, LLC 1440.01%0.02%0.04%Q4 2017Q3 202322
JAG CAPITAL MANAGEMENT, LLC 2010.02%0.32%0.46%Q3 2013Q4 201922
BHK Investment Advisors, LLC 1480.12%0.17%0.23%Q1 2018Q3 202322
FULLER & THALER ASSET MANAGEMENT, INC. 1010.00%0.01%0.04%Q2 2013Q3 202322
WASHINGTON TRUST BANK 2110.02%0.04%0.08%Q1 2014Q4 202222
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.03%0.07%0.14%Q4 2013Q1 201922
PERKINS CAPITAL MANAGEMENT INC 1930.57%1.07%1.45%Q2 2013Q4 201922
Edmonds Duncan Registered Investment Advisors, LLC 12100.08%0.09%0.11%Q3 2017Q3 202322
PLIMOTH TRUST CO LLC 1810.06%0.14%0.24%Q4 2017Q3 202321
VALLEY WEALTH MANAGERS, INC. 640.01%0.95%1.94%Q1 2015Q3 202321
GW HENSSLER & ASSOCIATES LTD 820.02%0.03%0.07%Q2 2013Q3 202321
Hartford Financial Management Inc. 1310.00%0.00%0.01%Q2 2013Q4 201821
BLB&B Advisors, LLC 1910.01%0.04%0.07%Q2 2015Q3 202121
AFT, FORSYTH & COMPANY, INC. 920.11%0.21%0.31%Q2 2013Q3 202321
PRELUDE CAPITAL MANAGEMENT, LLC 1510.00%0.03%0.10%Q3 2013Q1 202121
BBVA USA Bancshares, Inc. 1410.01%0.17%0.43%Q2 2013Q4 201921
HENDLEY & CO INC 810.09%0.13%0.18%Q2 2013Q4 202021
Pflug Koory, LLC 21210.00%0.14%0.30%Q3 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.06%0.08%0.14%Q4 2017Q4 202221
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.12%0.19%0.26%Q2 2013Q2 201821
NuWave Investment Management, LLC 920.01%0.29%1.38%Q4 2013Q3 202221
MARATHON ASSET MANAGEMENT LLP 1740.49%1.22%1.97%Q4 2014Q4 202021
RFG Advisory, LLC 21210.05%0.12%0.30%Q3 2018Q3 202321
Cresset Asset Management, LLC 20200.00%0.02%0.11%Q4 2018Q3 202321
HighTower Trust Company, N.A. 1650.02%0.05%0.15%Q3 2013Q4 202221
Pinnacle Bancorp, Inc. 2010.11%0.15%0.22%Q1 2017Q3 202321
Capital Advisors, Ltd. LLC 21210.02%0.02%0.03%Q3 2018Q3 202321
CATAWBA CAPITAL MANAGEMENT /VA 21210.20%0.30%0.36%Q2 2013Q2 201821
Sound Income Strategies, LLC 21210.01%0.02%0.04%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.06%Q3 2018Q3 202321
Sowell Financial Services LLC 1010.03%0.08%0.20%Q4 2016Q1 202321
INVESTMENT PARTNERS, LTD. 21210.11%0.21%0.62%Q4 2017Q4 202221
AGF INVESTMENTS INC. 1920.01%0.47%0.70%Q4 2013Q3 202221
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1640.06%0.18%0.26%Q2 2017Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.04%0.10%Q4 2018Q3 202320
Ballentine Partners, LLC 1280.01%0.02%0.04%Q1 2017Q3 202320
Assenagon Asset Management S.A. 950.00%0.10%0.57%Q3 2017Q3 202320
Advisory Resource Group 20200.62%0.79%0.91%Q4 2018Q3 202320
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1510.08%0.16%0.24%Q2 2014Q3 202020
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.14%0.16%0.19%Q2 2013Q1 201820
Wealthfront Advisers LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
ETRADE Capital Management LLC 850.01%0.03%0.05%Q2 2013Q3 202020
KAYS FINANCIAL ADVISORY CORP /ADV 20200.07%0.54%0.92%Q4 2014Q3 201920
Knuff & Co LLC 20200.46%0.70%1.02%Q4 2018Q3 202320
COLDSTREAM CAPITAL MANAGEMENT INC 930.02%0.23%0.83%Q2 2013Q3 202320
ACADEMY CAPITAL MANAGEMENT INC/TX 20200.30%1.77%2.42%Q2 2013Q1 201820
Fiduciary Trust Co International of Pennsylvania 1220.02%0.02%0.03%Q4 2013Q1 202020
Wealthspire Advisors, L.P. 20200.02%0.03%0.07%Q4 2015Q3 202020
Kinneret Advisory, LLC 20200.04%0.07%0.25%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.04%0.09%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.03%0.12%0.29%Q4 2017Q3 202220
O'Brien Greene & Co. Inc 20200.11%0.33%0.72%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.06%0.16%0.28%Q1 2013Q4 201720
TIEDEMANN ADVISORS, LLC 820.01%0.02%0.02%Q1 2017Q3 202320
Inlet Private Wealth, LLC 20200.12%0.15%0.22%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.00%0.01%Q4 2014Q3 201920
American Portfolios Advisors 20200.01%0.01%0.07%Q4 2017Q3 202220
Allred Capital Management, LLC 20200.13%0.18%0.24%Q4 2018Q3 202320
Snowden Capital Advisors LLC 840.01%0.03%0.06%Q2 2018Q3 202320
Blue Chip Partners, LLC 1460.02%0.11%0.25%Q4 2014Q4 201920
Trek Financial, LLC 20200.16%0.23%0.37%Q4 2018Q3 202320
VeraBank, N.A. 20200.37%0.58%0.89%Q4 2018Q3 202320
Essex Savings Bank 20200.15%0.21%0.27%Q4 2018Q3 202320
SMITHBRIDGE ASSET MANAGEMENT INC/DE 20200.17%0.30%0.62%Q4 2018Q3 202320
AMUNDI ASSET MANAGEMENT US, INC. 1410.02%0.14%0.72%Q4 2012Q1 202120
EVERGREEN CAPITAL MANAGEMENT LLC 1280.01%0.05%0.07%Q1 2018Q3 202320
HARRIS ASSOCIATES L P 20200.33%0.85%1.04%Q2 2013Q1 201820
Lindbrook Capital, LLC 20200.01%0.01%0.03%Q4 2018Q3 202320
Beaumont Financial Partners, LLC 1280.02%0.04%0.08%Q1 2017Q3 202220
Vantage Investment Advisors, LLC 20200.00%0.00%0.01%Q4 2013Q3 201820
JCIC Asset Management Inc. 1140.00%0.01%0.02%Q3 2014Q3 202320
Achmea Investment Management B.V. 1280.26%0.44%0.57%Q1 2017Q3 202320
Hurlow Wealth Management Group, Inc. 20200.19%0.29%0.52%Q4 2018Q3 202320
Sculptor Capital LP 770.00%0.03%0.14%Q2 2013Q4 201420
Riverview Trust Co 20200.02%0.05%0.08%Q4 2018Q3 202320
Investors Research Corp 19190.06%0.08%0.10%Q1 2019Q3 202319
V Wealth Advisors LLC 1610.00%0.37%0.66%Q2 2017Q2 202319
Reynders McVeigh Capital Management, LLC 1540.03%0.37%0.93%Q2 2015Q1 202019
ATLAS CAPITAL ADVISORS LLC 1090.00%0.02%0.04%Q1 2018Q3 202319
AE Wealth Management LLC 19190.01%0.02%0.07%Q1 2019Q3 202319
JAMES INVESTMENT RESEARCH INC 19190.00%0.38%1.17%Q1 2016Q3 202019
Symmetry Partners, LLC 1120.03%0.07%0.17%Q4 2018Q4 202319
Capital Wealth Planning, LLC 1270.00%1.68%4.31%Q4 2016Q3 202319
PhiloSmith Capital Corp 19191.40%4.85%6.86%Q4 2016Q2 202119
ACCIDENT COMPENSATION CORP 19190.65%0.97%1.35%Q4 2015Q2 202019
ALBION FINANCIAL GROUP /UT 1090.10%0.20%0.37%Q4 2018Q3 202319
DREMAN VALUE MANAGEMENT, L L C 1090.00%0.70%1.68%Q2 2013Q1 201819
Stearns Financial Services Group 19190.04%0.07%0.09%Q1 2016Q3 202019
BECKER CAPITAL MANAGEMENT INC 1180.01%0.02%0.03%Q1 2018Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.07%0.13%Q3 2018Q3 202319
Belpointe Asset Management LLC 1090.01%0.06%0.20%Q3 2017Q1 202319
Profit Investment Management, LLC 19190.04%0.23%0.32%Q2 2013Q4 201719
Interval Partners, LP 1010.05%0.38%0.89%Q2 2014Q1 202219
Heritage Trust Co 19190.14%0.19%0.27%Q1 2019Q3 202319
MARSHALL WACE, LLP 710.00%0.06%0.17%Q1 2014Q3 202319
MATHER GROUP, LLC. 19190.21%0.27%0.38%Q1 2019Q3 202319
Acorn Wealth Advisors, LLC 1720.00%0.25%0.37%Q4 2017Q3 202319
BP PLC 1720.02%0.15%0.29%Q2 2016Q2 202119
Hillsdale Investment Management Inc. 1720.00%0.05%0.12%Q4 2015Q3 202019
Private Capital Group, LLC 19190.01%0.02%0.02%Q4 2017Q2 202219
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%1.15%2.35%Q2 2013Q4 201719
MU Investments Co., Ltd. 19190.02%1.47%4.15%Q2 2013Q4 201719
MOTCO 1510.00%0.00%0.00%Q2 2013Q3 202319
Koshinski Asset Management, Inc. 1040.05%0.13%0.27%Q3 2016Q3 202319
WEALTHFRONT Corp 19190.00%0.01%0.01%Q1 2014Q3 201819
Evanston Investments, Inc., dba Evanston Advisors 19191.79%2.03%2.29%Q2 2013Q4 201719
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
Texas Yale Capital Corp. 18180.02%0.03%0.03%Q3 2015Q4 201918
Jupiter Investment Management Ltd 1210.00%0.66%1.74%Q3 2013Q3 201918
Sound View Wealth Advisors Group, LLC 18180.33%0.46%0.67%Q2 2019Q3 202318
LORD, ABBETT & CO. LLC 1440.02%0.06%0.10%Q2 2013Q2 201818
UBS AG 660.00%0.08%0.25%Q2 2013Q3 201418
Simplicity Solutions, LLC 910.01%0.07%0.30%Q4 2015Q3 202318
ARCADIA INVESTMENT MANAGEMENT CORP/MI 18180.03%0.35%1.47%Q2 2013Q3 201718
Aspire Private Capital, LLC 1350.00%0.01%0.01%Q4 2018Q3 202318
Northwest Bancshares, Inc. 1410.06%0.07%0.10%Q1 2018Q3 202318
Ninety One UK Ltd 18180.03%0.73%1.19%Q4 2015Q1 202018
ALLSTATE CORP 1710.01%0.05%0.10%Q4 2018Q3 202318
SlateStone Wealth, LLC 1260.05%0.07%0.10%Q1 2019Q3 202318
HERMES INVESTMENT MANAGEMENT LTD 1530.01%0.01%0.01%Q2 2013Q4 201718
Renaissance Technologies 610.01%0.05%0.11%Q2 2013Q1 202318
Cable Hill Partners, LLC 18180.01%0.01%0.02%Q4 2014Q1 201918
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
GSA CAPITAL PARTNERS LLP 410.03%0.11%0.52%Q2 2013Q4 202218
Old North State Trust, LLC 750.05%0.13%0.22%Q3 2018Q3 202318
OSSIAM 1080.00%0.09%0.77%Q4 2018Q3 202318
Fiera Capital Corp 1320.00%0.00%0.02%Q2 2013Q3 202318
West Branch Capital LLC 930.02%0.41%1.06%Q1 2018Q3 202318
CX Institutional 1410.00%0.01%0.03%Q2 2018Q3 202318
Hilltop Holdings Inc. 710.04%0.07%0.11%Q2 2016Q2 202318
NATIONAL PLANNING CORP 18180.03%0.07%0.15%Q2 2013Q3 201718
Independent Advisor Alliance 1260.00%0.08%0.18%Q4 2016Q3 202318
CHICAGO EQUITY PARTNERS LLC 18180.01%0.46%0.83%Q4 2015Q1 202018
FIRST INTERSTATE BANK 18180.00%0.00%0.00%Q3 2015Q4 201918
Wellington Shields Capital Management, LLC 1170.01%0.12%0.27%Q2 2015Q3 202318
BREITER CAPITAL MANAGEMENT INC 18180.71%1.03%1.82%Q4 2017Q1 202218
UNITED BANK, INC. 18180.12%0.14%0.16%Q2 2013Q3 201718
Archer Investment Corp 1170.00%0.09%0.27%Q4 2018Q3 202318
Ninety One North America, Inc. 18180.01%0.36%1.43%Q4 2015Q1 202018
INTEGRAL DERIVATIVES, LLC 730.00%0.05%0.32%Q4 2013Q1 201818
Stonebridge Capital Advisors LLC 1120.01%0.09%0.72%Q4 2013Q3 202318
DELTA FINANCIAL ADVISORS LLC 18180.81%1.06%1.46%Q2 2019Q3 202318
FLPUTNAM INVESTMENT MANAGEMENT CO 18180.00%0.04%0.06%Q2 2019Q3 202318
NIPPON LIFE INSURANCE CO 18180.03%0.06%0.08%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.05%0.07%0.08%Q2 2013Q3 201718
UNITED BANK 1120.03%0.59%2.18%Q4 2017Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 1710.02%0.06%0.14%Q1 2019Q3 202318
Ellis Investment Partners, LLC 18180.03%0.05%0.07%Q2 2019Q3 202318
Gratus Capital, LLC 1160.03%0.07%0.09%Q2 2016Q1 202317
CAPSTONE ASSET MANAGEMENT CO 17170.14%0.17%0.19%Q2 2013Q2 201717
AGF Investments America Inc. 17170.30%0.71%1.51%Q1 2018Q1 202217
Financial Advisors Network, Inc. 910.08%0.31%0.79%Q4 2016Q4 202217
Horizon Investments, LLC 610.01%0.05%0.13%Q4 2016Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.02%0.11%0.38%Q2 2013Q2 201717
Douglass Winthrop Advisors, LLC 1410.01%0.02%0.02%Q3 2013Q3 202017
Tetrem Capital Management Ltd. 17170.01%1.37%1.92%Q2 2013Q2 201717
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.00%0.07%0.13%Q2 2017Q2 202117
FRED ALGER MANAGEMENT, LLC 1070.00%0.00%0.00%Q2 2013Q1 201917
iAB Financial Bank 17170.68%1.60%2.82%Q2 2013Q2 201717
Cribstone Capital Management, LLC 17170.00%0.01%0.03%Q2 2016Q2 202017
Miracle Mile Advisors, LLC 1250.01%0.02%0.03%Q4 2018Q3 202317
STONERIDGE INVESTMENT PARTNERS LLC 17170.39%0.53%0.68%Q2 2013Q2 201717
CI INVESTMENTS INC. 17170.02%0.04%0.06%Q3 2019Q3 202317
Bayesian Capital Management, LP 510.05%0.17%0.49%Q2 2017Q3 202317
PRENTISS SMITH & CO INC 1610.00%0.00%0.01%Q2 2013Q3 201817
SII INVESTMENTS INC/WI 1020.10%0.14%0.18%Q2 2013Q4 201717
First PREMIER Bank 17170.01%0.01%0.01%Q3 2019Q3 202317
Japan Post Holdings Co., Ltd. 1717100.00%100.00%100.00%Q4 2019Q4 202317
First National Bank of South Miami 1340.04%0.05%0.07%Q4 2018Q2 202317
Good Life Advisors, LLC 810.03%0.12%0.27%Q1 2018Q3 202317
Nationwide Fund Advisors 1430.06%0.07%0.10%Q2 2013Q3 201717
SEIZERT CAPITAL PARTNERS, LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
Ferris Capital, LLC 910.07%0.10%0.16%Q2 2017Q1 202217
Zions Bancorporation, N.A. 17170.01%0.01%0.01%Q3 2019Q3 202317
BOENNING & SCATTERGOOD, INC. 1160.05%0.07%0.11%Q3 2018Q4 202217
Ellevest, Inc. 17170.00%0.02%0.05%Q3 2019Q3 202317
Cohen Klingenstein LLC 17170.04%0.05%0.06%Q3 2019Q3 202317
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.07%0.11%Q4 2016Q3 202317
WFG Advisors, LP 17170.06%0.10%0.14%Q2 2013Q2 201717
Apriem Advisors 1610.02%0.02%0.03%Q2 2013Q2 201817
STEEL GROVE CAPITAL ADVISORS, LLC 1110.03%0.18%0.70%Q1 2015Q3 202317
Ilmarinen Mutual Pension Insurance Co 17170.08%0.20%0.30%Q3 2019Q3 202317
SEEYOND 17170.04%0.12%0.37%Q4 2018Q4 202217
LOEB PARTNERS CORP 17170.72%0.84%1.03%Q2 2013Q2 201717
Bedel Financial Consulting, Inc. 17170.01%0.02%0.02%Q1 2018Q1 202217
Bull Street Advisors, LLC 17170.27%0.42%0.54%Q3 2019Q3 202317
Quantitative Investment Management, LLC 710.01%0.16%0.55%Q2 2013Q4 202117
BOURGEON CAPITAL MANAGEMENT LLC 17170.01%0.01%0.03%Q3 2019Q3 202317
Linscomb & Williams, Inc. 17170.02%0.03%0.08%Q2 2016Q2 202017
Telos Capital Management, Inc. 17170.08%0.30%0.63%Q3 2019Q3 202317
Willingdon Wealth Management 17170.16%0.34%0.53%Q1 2016Q1 202017
SEVEN EIGHT CAPITAL, LP 410.00%0.16%0.52%Q1 2014Q3 202316
GIRARD PARTNERS LTD. 970.05%0.11%0.14%Q2 2016Q2 202016
VAN ECK ASSOCIATES CORP 1420.00%0.01%0.01%Q4 2014Q3 202316
Zurich Insurance Group Ltd/FI 16160.08%0.18%0.27%Q4 2015Q3 201916
WADE G W & INC 1120.01%0.02%0.04%Q4 2016Q3 202316
TCW GROUP INC 1510.01%0.03%0.07%Q2 2013Q4 201816
DELTA LLOYD NV 16160.01%0.05%0.08%Q2 2013Q1 201716
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.08%0.20%Q4 2019Q3 202316
JD CAPITAL MANAGEMENT LLC 770.06%0.43%0.92%Q2 2013Q4 201416
JANUS HENDERSON INVESTORS US LLC 16160.00%0.05%0.13%Q2 2013Q1 201716
BERKSHIRE ASSET MANAGEMENT LLC/PA 16160.02%0.05%0.08%Q2 2016Q1 202016
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.56%0.68%0.94%Q4 2019Q3 202316
MACKAY SHIELDS LLC 1420.04%0.07%0.17%Q1 2018Q1 202216
CAPITAL GUARDIAN TRUST CO 16160.00%0.01%0.04%Q2 2013Q1 201716
Lee Financial Co 1420.01%0.01%0.02%Q4 2016Q3 202316
NovaPoint Capital, LLC 16160.94%1.26%1.77%Q4 2019Q3 202316
AdvisorShares Investments LLC 16160.03%0.34%0.76%Q4 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.20%0.31%0.46%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.02%0.02%Q4 2019Q3 202316
Smead Capital Management, Inc. 1423.73%4.84%5.41%Q3 2015Q4 201916
MATTERN CAPITAL MANAGEMENT, LLC 16161.02%1.26%1.53%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.00%0.01%0.02%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.06%0.09%Q4 2019Q3 202316
First City Capital Management, Inc. 910.03%0.14%0.44%Q1 2014Q3 202316
Mattern Wealth Management LLC 16160.08%0.35%0.92%Q4 2019Q3 202316
HL FINANCIAL SERVICES LLC 1010.02%0.04%0.06%Q2 2013Q1 201916
SkyOak Wealth, LLC 16160.11%0.14%0.18%Q4 2019Q3 202316
Pacifica Partners Inc. 16160.01%0.01%0.01%Q1 2020Q4 202316
Banque Cantonale Vaudoise 16160.03%0.04%0.08%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.01%0.02%0.04%Q4 2019Q3 202316
Ethic Inc. 16160.21%0.27%0.36%Q4 2019Q3 202316
Core Alternative Capital 16161.40%1.87%2.57%Q4 2019Q3 202316
Prestige Wealth Management Group LLC 1510.00%0.01%0.02%Q4 2018Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.08%0.12%Q4 2019Q3 202316
ZEKE CAPITAL ADVISORS, LLC 1240.02%0.07%0.14%Q1 2017Q4 202216
Qtron Investments LLC 1060.12%0.26%0.59%Q4 2018Q3 202316
DONALDSON CAPITAL MANAGEMENT, LLC 1060.28%1.48%2.64%Q4 2010Q3 202316
IFC Holdings Incorporated/FL 1330.03%0.05%0.08%Q4 2013Q4 201716
Watchman Group, Inc. 16160.14%1.52%2.66%Q4 2019Q3 202316
Edgestream Partners, L.P. 1110.02%0.21%0.65%Q1 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.01%0.03%Q4 2019Q3 202316
Vestcor Inc 16160.02%0.10%0.46%Q4 2019Q3 202316
Illinois Municipal Retirement Fund 16160.03%0.26%0.42%Q4 2019Q3 202316
Holocene Advisors, LP 1010.01%0.03%0.04%Q4 2017Q3 202216
Column Capital Advisors, LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
AMF Tjanstepension AB 1240.06%0.21%0.37%Q4 2014Q3 202316
Freedom Investment Management, Inc. 1420.02%0.07%0.14%Q3 2014Q3 202316
Alexandria Capital, LLC 1240.00%0.00%0.01%Q2 2013Q3 201716
HMS Capital Management, LLC 810.13%0.35%0.56%Q2 2018Q3 202316
Laurel Wealth Advisors, Inc. 830.05%0.07%0.09%Q4 2017Q4 202216
Sugarloaf Wealth Management, LLC 16160.02%0.04%0.23%Q4 2019Q3 202316
Surevest, LLC 16160.22%1.02%1.43%Q4 2018Q3 202216
Sharkey, Howes & Javer 16160.00%0.01%0.01%Q3 2015Q2 201916
AllSquare Wealth Management LLC 1060.00%0.03%0.06%Q4 2014Q3 202016
Buckingham Capital Management, Inc. 15150.33%0.84%1.20%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.06%0.08%0.14%Q2 2013Q4 201615
AGF Investments LLC 1410.00%0.11%0.39%Q4 2016Q2 202115
BRAVE ASSET MANAGEMENT INC 15150.12%0.17%0.22%Q4 2013Q2 201715
Gardiner Nancy B 15150.42%0.54%0.74%Q2 2016Q4 201915
BlackRock Japan Co. Ltd 15150.12%0.14%0.17%Q2 2013Q4 201615
Eudaimonia Partners, LLC 870.05%0.09%0.16%Q4 2019Q3 202315
BlackRock Fund Advisors 15150.06%0.07%0.08%Q2 2013Q4 201615
Stolper Co 15151.73%2.02%2.59%Q1 2020Q3 202315
ClearBridge Investments 1410.00%0.06%0.14%Q1 2017Q4 202215
Citizens National Bank Trust Department 15150.73%1.33%1.70%Q1 2020Q3 202315
Capital Advisory Group Advisory Services, LLC 15150.01%0.06%0.13%Q1 2018Q3 202115
Geneva Advisors, LLC 15150.00%0.01%0.02%Q4 2013Q2 201715
Vanguard Personalized Indexing Management, LLC 15150.06%0.12%0.29%Q1 2020Q3 202315
LINCOLN NATIONAL CORP 1210.01%0.01%0.06%Q4 2017Q3 202315
Handelsbanken Fonder AB 1410.04%0.07%0.13%Q4 2015Q3 202315
MEANS INVESTMENT CO., INC. 510.04%0.07%0.16%Q4 2018Q3 202315
Patten Group, Inc. 15150.02%0.04%0.06%Q2 2015Q4 201815
OFI Advisors LLC 1140.15%0.17%0.22%Q3 2011Q3 201515
BlackRock Group LTD 15150.10%0.12%0.16%Q2 2013Q4 201615
ISTHMUS PARTNERS, LLC 1230.01%0.02%0.03%Q4 2014Q3 201815
Advisor Group, Inc. 15150.02%0.03%0.04%Q2 2016Q4 201915
Virtu Financial LLC 310.01%0.06%0.16%Q1 2016Q4 202215
Uncommon Cents Investing LLC 15150.38%0.53%0.63%Q1 2020Q3 202315
AlphaCrest Capital Management LLC 15150.03%0.15%0.26%Q1 2019Q3 202215
BlackRock Institutional Trust Company, N.A. 15150.11%0.12%0.14%Q2 2013Q4 201615
Newfound Research LLC 15150.00%0.00%0.00%Q3 2016Q1 202015
Proficio Capital Partners LLC 15150.00%0.01%0.02%Q4 2015Q2 201915
SUMITOMO LIFE INSURANCE CO 15150.18%0.20%0.22%Q3 2013Q1 201715
Concert Wealth Management Inc. 960.02%0.21%0.32%Q2 2013Q1 201715
D'Orazio & Associates, Inc. 1110.00%0.01%0.05%Q4 2013Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.04%0.18%Q2 2013Q4 201615
Marquette Asset Management, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.12%0.19%0.24%Q3 2016Q1 202015
WILLIAMS JONES & ASSOCIATES LLC 15150.02%0.02%0.03%Q2 2013Q4 201615
Bank Julius Baer & Co. Ltd, Zurich 15150.18%0.70%1.32%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.04%0.07%Q1 2020Q3 202315
Stokes & Hubbell Capital Management, LLC 15150.09%0.14%0.23%Q3 2015Q1 201915
Virtus Fund Advisers, LLC 15150.00%0.00%0.00%Q2 2014Q4 201715
EXENCIAL WEALTH ADVISORS, LLC 1410.02%0.05%0.06%Q1 2013Q3 202315
Clearstead Advisors, LLC 15150.00%0.02%0.04%Q1 2020Q3 202315
Zebra Capital Management LLC 1140.12%0.40%0.66%Q3 2015Q2 201915
MISSION WEALTH MANAGEMENT, LP 1410.02%0.04%0.15%Q2 2015Q3 202315
JACOBS LEVY EQUITY MANAGEMENT, INC 1020.00%0.07%0.29%Q3 2013Q4 201915
HHM Wealth Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
MSI Financial Services Inc 15150.02%0.03%0.05%Q2 2013Q4 201615
Act Two Investors LLC 15150.14%0.60%1.43%Q4 2018Q2 202215
Rosenberg Matthew Hamilton 15150.04%0.06%0.07%Q1 2020Q3 202315
Stevard, LLC 1050.15%0.43%0.78%Q4 2019Q3 202315
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1010.14%0.18%0.27%Q4 2019Q3 202314
Legacy Advisors, LLC 820.01%0.10%0.83%Q4 2016Q3 202314
MERITAGE PORTFOLIO MANAGEMENT 730.07%0.28%0.44%Q2 2019Q3 202314
Salomon & Ludwin, LLC 860.02%0.03%0.04%Q4 2018Q3 202314
Financial Gravity Asset Management, Inc. 530.00%0.01%0.03%Q1 2018Q3 202314
Lombard Odier Asset Management (Europe) Ltd 710.01%0.05%0.18%Q2 2016Q3 202014
BCM ADVISORS, LLC 14140.13%0.17%0.24%Q2 2020Q3 202314
MYCIO WEALTH PARTNERS, LLC 14140.00%0.01%0.01%Q2 2013Q3 201614
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 610.00%0.78%2.04%Q3 2015Q3 202314
Mosaic Family Wealth, LLC 14140.04%0.04%0.06%Q4 2015Q1 201914
DEERE & CO 14140.15%0.17%0.23%Q2 2013Q3 201614
LifePlan Financial Group, Inc 1130.05%0.07%0.08%Q2 2013Q3 202014
Itau Unibanco Holding S.A. 1110.00%0.03%0.17%Q4 2016Q2 202214
NORTH AMERICAN MANAGEMENT CORP 14140.03%0.05%0.06%Q4 2017Q1 202114
Inspire Investing, LLC 14140.10%0.34%0.52%Q2 2018Q3 202114
Dai-ichi Life Holdings, Inc. 14140.09%0.15%0.37%Q2 2013Q3 201614
ExodusPoint Capital Management, LP 730.00%0.04%0.11%Q4 2019Q3 202314
HERNDON CAPITAL MANAGEMENT LLC 14140.00%1.68%3.15%Q2 2013Q3 201614
FARMERS TRUST CO 1130.05%0.06%0.07%Q2 2019Q3 202314
BAILARD, INC. 14140.03%0.09%0.16%Q2 2020Q3 202314
Cetera Investment Advisers 1220.00%0.06%0.08%Q4 2017Q3 202314
VALLEY NATIONAL ADVISERS INC 1130.00%0.00%0.01%Q4 2018Q3 202314
JONES FINANCIAL COMPANIES LLLP 1220.00%0.00%0.00%Q2 2013Q3 202314
SOUTH TEXAS MONEY MANAGEMENT LTD 1130.01%0.01%0.01%Q1 2016Q3 201914
Clarius Group, LLC 1220.03%0.04%0.04%Q4 2019Q3 202314
Endurance Wealth Management, Inc. 820.00%0.01%0.09%Q2 2015Q2 202314
HRT FINANCIAL LP 810.00%0.06%0.18%Q4 2018Q2 202314
MIROVA 860.00%0.03%0.09%Q2 2019Q3 202314
Calvert Investment Management, Inc. 14140.02%0.13%0.58%Q3 2013Q4 201614
USA FINANCIAL FORMULAS 1010.00%0.06%0.75%Q4 2014Q3 202314
Convergence Investment Partners, LLC 1010.03%0.36%1.54%Q2 2013Q2 201914
CenturyLink Investment Management Co 14140.51%0.63%0.72%Q4 2016Q1 202014
PARK AVENUE SECURITIES LLC 1110.01%0.02%0.05%Q1 2019Q3 202314
BEESE FULMER INVESTMENT MANAGEMENT, INC. 510.02%0.04%0.05%Q2 2017Q3 202314
CVA Family Office, LLC 14140.02%0.03%0.04%Q1 2020Q2 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14140.02%0.06%0.18%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Matterhorn Capital Management, LLC 14142.27%2.80%4.18%Q2 2013Q3 201614
IndexIQ Advisors LLC 810.00%0.09%0.20%Q4 2017Q1 202214
Migdal Insurance & Financial Holdings Ltd. 14140.00%0.01%0.02%Q1 2017Q2 202014
Lester Murray Antman dba SimplyRich 14140.11%0.30%0.52%Q2 2020Q3 202314
Wealthspire Advisors, LLC 1210.00%0.02%0.03%Q4 2018Q3 202314
Transamerica Financial Advisors, Inc. 1210.00%0.00%0.03%Q2 2013Q2 201914
FIRST NATIONAL BANK SIOUX FALLS 14140.19%0.42%0.76%Q2 2013Q3 201614
XPONANCE, INC. 14140.03%0.08%0.21%Q2 2020Q3 202314
Virtu KCG Holdings LLC 710.00%0.02%0.07%Q3 2013Q2 201714
Elgethun Capital Management 1220.03%1.17%1.73%Q4 2016Q3 202314
Mizuho Asset Management Co.,Ltd. 14140.01%0.04%0.07%Q2 2013Q3 201614
I.G. INVESTMENT MANAGEMENT, LTD. 1130.01%0.07%0.11%Q2 2013Q3 201714
Empirical Finance, LLC 1310.01%0.08%0.12%Q4 2016Q3 202314
Tortoise Investment Management, LLC 1210.00%0.00%0.00%Q2 2016Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.08%0.11%0.16%Q4 2018Q1 202214
TIAA CREF TRUST CO FSB/MO 14140.01%0.04%0.12%Q4 2013Q1 201714
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
AHL Partners LLP 14140.06%0.24%0.43%Q3 2014Q4 201714
AMG National Trust Bank 14140.04%0.05%0.07%Q2 2020Q3 202314
Cedar Brook Financial Partners, LLC 13130.15%0.28%0.39%Q3 2020Q3 202313
HighPoint Advisor Group LLC 1210.05%0.07%0.10%Q4 2018Q2 202213
MARSHWINDS ADVISORY CO 710.10%0.15%0.27%Q2 2013Q3 201713
Mork Capital Management, LLC 13130.56%0.96%1.15%Q4 2014Q4 201713
BKS ADVISORS, LLC 1210.09%0.12%0.18%Q1 2015Q1 201913
CORNERSTONE ADVISORS INC 850.06%0.11%0.16%Q2 2013Q2 201713
Laffer Tengler Investments, Inc. 710.00%0.45%0.77%Q2 2013Q3 202313
Redwood Investment Management, LLC 730.11%0.29%0.75%Q2 2019Q3 202313
Natixis Investment Managers International 520.01%0.04%0.08%Q4 2014Q2 202213
Altium Wealth Management LLC 760.02%0.05%0.10%Q2 2018Q2 202213
FIRST NIAGARA BANK 13130.06%0.23%0.45%Q2 2013Q2 201613
LOGAN CAPITAL MANAGEMENT INC 850.00%0.04%0.09%Q3 2013Q2 202213
Kestra Advisory Services, LLC 13130.03%0.06%0.08%Q3 2020Q3 202313
CHIRON CAPITAL MANAGEMENT, LLC 13130.76%1.01%1.52%Q3 2020Q3 202313
PIONEER TRUST BANK N A/OR 850.08%0.13%0.20%Q2 2013Q3 202313
EDMOND DE ROTHSCHILD HOLDING S.A. 1210.00%0.01%0.03%Q2 2016Q1 202113
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.03%0.06%0.11%Q3 2020Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.03%0.04%Q3 2020Q3 202313
SIMPLEX TRADING, LLC 710.00%0.05%0.17%Q2 2015Q3 202113
Fayerweather Charles 1110.31%0.48%0.75%Q4 2015Q4 201913
Qube Research & Technologies Ltd 610.00%0.10%0.18%Q1 2018Q3 202313
COOKSON PEIRCE & CO INC 940.06%0.69%2.27%Q2 2016Q4 201913
MAI Capital Management 13130.01%0.01%0.02%Q3 2020Q3 202313
NEW YORK LIFE TRUST CO 850.04%0.45%0.64%Q2 2013Q1 201713
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.08%0.15%Q3 2020Q3 202313
Cipher Capital LP 310.04%0.25%0.93%Q2 2013Q3 202313
Equitable Holdings, Inc. 1210.01%0.01%0.01%Q4 2019Q3 202313
Moreno Evelyn V 13130.16%1.11%1.41%Q4 2013Q4 201613
Paragon Capital Management Ltd 850.04%0.11%0.28%Q3 2017Q1 202313
TOBAM 13130.00%0.01%0.02%Q3 2020Q3 202313
EXCHANGE TRADED CONCEPTS, LLC 1210.00%0.01%0.09%Q4 2019Q4 202313
C-J Advisory, Inc. 13130.02%0.02%0.03%Q3 2016Q3 201913
Leelyn Smith, LLC 13130.03%0.28%0.72%Q4 2019Q4 202213
SMITH ASSET MANAGEMENT GROUP LP 13130.00%0.00%0.00%Q2 2018Q2 202113
Charles Schwab Trust Co 1120.05%0.07%0.14%Q3 2019Q4 202213
Hubbell Strickland Wealth Management, LLC 1120.13%0.18%0.31%Q3 2019Q3 202313
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
FOUNDERS FINANCIAL SECURITIES LLC 1120.04%0.08%0.27%Q2 2017Q3 202313
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.02%0.17%0.41%Q4 2014Q1 202313
MinichMacGregor Wealth Management, LLC 1210.01%0.01%0.01%Q4 2015Q4 202213
INTACT INVESTMENT MANAGEMENT INC. 850.01%0.08%0.19%Q1 2014Q4 201713
DENVER INVESTMENT ADVISORS LLC 760.01%0.01%0.02%Q2 2013Q1 201813
GPS Wealth Strategies Group, LLC 13130.36%0.47%0.81%Q3 2020Q3 202313
Certified Advisory Corp 1110.03%0.09%0.59%Q4 2017Q3 202313
SCHARF INVESTMENTS, LLC 13130.01%2.66%4.56%Q2 2013Q2 201613
Great Diamond Partners, LLC 1210.07%0.10%0.14%Q4 2019Q3 202313
Mutual Advisors, LLC 520.01%0.03%0.12%Q1 2019Q3 202313
Key FInancial Inc 1210.08%0.10%0.12%Q1 2020Q3 202313
Blackhawk Capital Partners LLC. 13130.49%0.88%1.33%Q3 2020Q3 202313
ROBSHAW & JULIAN ASSOCIATES INC 13133.42%3.78%4.46%Q2 2013Q2 201613
Investors Capital Advisory Services 13130.05%0.11%0.20%Q2 2013Q2 201613
Rampart Investment Management Company, LLC 1030.00%0.10%0.22%Q1 2017Q2 202013
GUARDIAN CAPITAL LP 1120.01%0.05%0.08%Q2 2016Q3 202313
KANALY TRUST CO 13130.00%0.00%0.01%Q4 2013Q4 201613
Total Clarity Wealth Management, Inc. 13130.15%0.26%0.42%Q4 2019Q4 202213
CLEAR STREET MARKETS LLC 810.00%0.11%1.14%Q2 2014Q2 202312
Elmwood Wealth Management, Inc. 720.00%0.00%0.00%Q1 2018Q2 202112
Horizon Kinetics 12120.01%0.01%0.01%Q1 2016Q4 201812
Highlander Capital Management, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Quantbot Technologies LP 310.02%0.31%0.88%Q4 2013Q2 202012
Elo Mutual Pension Insurance Co 12120.07%0.09%0.12%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
Measured Wealth Private Client Group, LLC 1110.05%0.14%0.31%Q3 2018Q3 202312
Principle Wealth Partners LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
Mount Yale Investment Advisors, LLC 750.05%0.09%0.14%Q3 2018Q3 202312
Unigestion Holding SA 610.04%0.59%1.37%Q2 2018Q3 202312
Cordatus Wealth Management LLC 510.43%0.73%1.24%Q4 2018Q2 202312
Bogart Wealth, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
CARILLON TOWER ADVISERS, INC. 12120.07%0.10%0.14%Q1 2018Q4 202012
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
Pendal Group Ltd 1010.01%0.07%0.14%Q2 2017Q2 202112
BRINKER CAPITAL INC 750.02%0.03%0.04%Q3 2013Q2 202012
Selective Wealth Management, Inc. 12120.00%0.01%0.02%Q4 2019Q3 202212
Highstreet Asset Management Inc. 620.06%0.16%0.39%Q2 2013Q4 201912
Origin Asset Management LLP 720.60%1.48%1.90%Q2 2013Q4 201912
CSat Investment Advisory, L.P. 12120.00%0.01%0.02%Q2 2018Q1 202112
Main Street Financial Solutions, LLC 12120.11%0.13%0.16%Q4 2020Q3 202312
Arabesque Asset Management Ltd 750.26%0.64%1.18%Q4 2018Q4 202212
Vest Financial, LLC 12121.42%1.62%1.81%Q4 2020Q3 202312
Fieldpoint Private Securities, LLC 750.00%0.04%0.10%Q1 2017Q2 202212
PARK CIRCLE Co 12120.84%1.02%1.24%Q1 2014Q4 201612
Catalyst Capital Advisors LLC 710.01%0.28%0.63%Q3 2015Q4 201912
IEQ CAPITAL, LLC 1110.01%0.02%0.03%Q4 2019Q3 202312
Maryland State Retirement & Pension System 12120.07%0.10%0.23%Q4 2020Q3 202312
Global X Management CO LLC 1020.00%0.01%0.02%Q2 2015Q2 201812
First Citizens Financial Corp 910.21%0.26%0.34%Q4 2019Q3 202312
Stokes Family Office, LLC 12120.06%0.09%0.13%Q4 2020Q3 202312
IHT Wealth Management, LLC 510.00%0.03%0.10%Q4 2016Q3 202312
Capstone Triton Financial Group, LLC 12120.22%0.68%1.48%Q4 2020Q3 202312
Kinloch Capital, LLC 12121.69%1.95%2.44%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.09%0.15%0.22%Q2 2013Q1 201612
Glen Harbor Capital Management LLC 12120.10%0.39%0.69%Q4 2016Q3 201912
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.55%0.82%1.21%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.08%0.29%0.53%Q4 2016Q3 201912
Tyers Asset Management LLC 12120.08%0.28%0.50%Q4 2016Q3 201912
Elkfork Partners LLC 12120.08%0.30%0.53%Q4 2016Q3 201912
Polar Capital Holdings Plc 12120.09%0.17%0.33%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.26%0.42%0.70%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Jaffetilchin Investment Partners, LLC 1110.03%0.09%0.54%Q2 2013Q3 202312
Goepper Burkhardt LLC 12120.44%0.61%0.91%Q4 2020Q3 202312
Rodgers Brothers Inc. 12120.10%0.35%0.56%Q2 2020Q1 202312
Allegheny Financial Group LTD 12120.46%0.56%0.74%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.12%0.14%0.16%Q4 2020Q3 202312
Robbins Farley 12120.02%0.02%0.02%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
Trust Asset Management LLC 12120.03%0.05%0.06%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.24%0.37%0.46%Q4 2020Q3 202312
NOVARE CAPITAL MANAGEMENT LLC 12120.76%0.88%1.04%Q3 2017Q2 202012
Frank, Rimerman Advisors LLC 12120.10%0.12%0.14%Q4 2020Q3 202312
Valmark Advisers, Inc. 12120.02%0.03%0.04%Q4 2020Q3 202312
MENTA CAPITAL LLC 710.04%0.50%1.33%Q3 2013Q4 201812
Marshall Wace North America L.P. 710.00%0.04%0.18%Q3 2013Q3 202112
RUSSELL FRANK CO/ 12120.01%0.04%0.06%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.05%0.06%Q4 2018Q3 202112
Vontobel Holding Ltd. 12120.00%0.03%0.08%Q4 2020Q3 202312
Kalos Management, Inc. 910.01%0.17%0.44%Q4 2015Q1 202212
PartnerRe Asset Management CORP 12120.08%0.10%0.13%Q2 2013Q1 201612
TOWER BRIDGE ADVISORS 12120.06%0.08%0.11%Q4 2020Q3 202312
Schonfeld Strategic Advisors LLC 410.01%0.06%0.23%Q1 2016Q3 202312
OPPENHEIMER ASSET MANAGEMENT INC. 12120.00%0.01%0.02%Q1 2017Q4 201912
Grove Bank & Trust 530.01%0.12%0.30%Q4 2015Q3 202312
Mount Lucas Management LP 440.79%1.40%2.04%Q1 2017Q3 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.00%0.04%0.09%Q4 2020Q3 202312
Krilogy Financial LLC 1110.01%0.01%0.02%Q3 2015Q3 201812
KILLEN GROUP INC 12120.27%0.86%1.28%Q2 2013Q1 201612
Biltmore Wealth Management, LLC 12120.11%0.14%0.22%Q4 2020Q3 202312
Sciencast Management LP 210.15%0.34%0.96%Q2 2017Q2 202212
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.28%0.43%1.28%Q4 2020Q3 202312
NORRIS PERNE & FRENCH LLP/MI 12120.05%0.11%0.19%Q2 2013Q1 201612
WRIGHT INVESTORS SERVICE INC 660.24%0.37%0.47%Q2 2013Q4 201812
Peloton Wealth Strategists 1110.09%0.13%0.18%Q4 2019Q3 202312
SHUFRO ROSE & CO LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
ETF MANAGERS GROUP, LLC 840.00%0.01%0.01%Q2 2017Q1 202112
Virtue Capital Management, LLC 530.06%0.19%0.42%Q4 2017Q2 202112
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1010.00%0.10%0.27%Q4 2019Q2 202312
MGO ONE SEVEN LLC 820.01%0.03%0.07%Q4 2017Q3 202312
GUARDIAN CAPITAL ADVISORS LP 11110.03%0.45%0.64%Q1 2021Q3 202311
HUDSON EDGE INVESTMENT PARTNERS INC. 11111.63%1.74%1.87%Q1 2021Q3 202311
Town & Country Bank & Trust CO dba First Bankers Trust CO 920.08%0.11%0.12%Q4 2017Q1 202111
DAVIDSON INVESTMENT ADVISORS 11110.01%0.01%0.02%Q2 2013Q4 201511
MCDONALD PARTNERS LLC 740.25%0.39%0.58%Q4 2020Q3 202311
AlphaStar Capital Management, LLC 1010.04%0.05%0.07%Q4 2020Q3 202311
MUFG Securities EMEA plc 1010.01%0.18%0.57%Q1 2018Q3 202111
HighVista Strategies LLC 11110.07%0.17%0.36%Q4 2016Q2 201911
GAM SYSTEMATIC LLP 11110.00%0.21%0.38%Q1 2015Q3 201711
TD Securities (USA) LLC 920.05%0.14%0.19%Q2 2013Q1 201611
SOL Capital Management CO 520.06%0.08%0.09%Q2 2013Q3 201711
WealthShield Partners, LLC 650.04%0.15%0.30%Q3 2018Q2 202111
TREVOR STEWART BURTON & JACOBSEN INC 11113.95%4.36%4.81%Q2 2013Q4 201511
Magnetar Financial LLC 310.00%0.02%0.07%Q4 2015Q3 202111
WESTPORT RESOURCES MANAGEMENT INC 740.00%0.02%0.04%Q2 2013Q3 201611
BREWIN DOLPHIN LTD 11110.00%0.00%0.01%Q3 2017Q1 202011
Blueshift Asset Management, LLC 410.04%0.30%0.66%Q1 2019Q3 202311
WOODSTOCK CORP 650.02%0.04%0.05%Q4 2020Q4 202311
FRG Family Wealth Advisors LLC 11110.07%0.11%0.14%Q4 2015Q2 201811
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Barrett Asset Management, LLC 510.00%0.03%0.06%Q2 2013Q2 202011
FLAGSHIP HARBOR ADVISORS, LLC 1010.01%0.02%0.02%Q2 2018Q3 202311
Versor Investments LP 610.02%0.29%0.84%Q2 2017Q3 202311
McCollum Christoferson Group LLC 11110.96%1.36%1.57%Q4 2017Q2 202011
FIRST CITIZENS BANK & TRUST CO 620.02%0.17%0.82%Q2 2013Q3 201711
Brown Advisory Securities, LLC 11110.04%0.06%0.08%Q2 2016Q4 201811
Piscataqua Savings Bank 11110.03%0.06%0.09%Q1 2021Q3 202311
Evanson Asset Management, LLC 740.02%0.03%0.05%Q1 2019Q3 202211
FIRETHORN WEALTH PARTNERS, LLC 830.35%0.42%0.51%Q4 2020Q3 202311
CENTAURUS FINANCIAL, INC. 1010.00%0.05%0.15%Q2 2018Q3 202311
First Washington CORP 11110.04%0.06%0.06%Q4 2013Q2 201611
Centiva Capital, LP 650.01%0.03%0.07%Q3 2020Q3 202311
Greystone Financial Group, LLC 11111.61%1.93%2.39%Q1 2021Q3 202311
Addenda Capital Inc. 11110.02%0.25%0.30%Q2 2013Q4 201511
WBI INVESTMENTS, LLC 410.09%0.52%1.19%Q4 2014Q3 202311
HAMEL ASSOCIATES, INC. 11110.15%0.18%0.22%Q1 2014Q3 201611
Dynamic Technology Lab Private Ltd 210.06%0.22%0.41%Q1 2014Q3 202211
Lenox Wealth Advisors, LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
Addison Advisors LLC 1010.03%0.06%0.08%Q4 2020Q3 202311
McClarren Financial Advisors, Inc. 650.01%0.01%0.02%Q4 2020Q3 202311
Clearview Wealth Advisors LLC 11110.02%0.04%0.06%Q4 2020Q2 202311
CNB Bank 11110.01%0.01%0.01%Q4 2017Q2 202011
Patriot Financial Group Insurance Agency, LLC 610.00%0.00%0.01%Q3 2018Q2 202211
TEXAS CAPITAL BANCSHARES INC/TX 11110.18%0.35%0.46%Q2 2013Q4 201511
Sompo Asset Management Co., Ltd. 11110.14%0.29%0.54%Q4 2018Q2 202111
YorkBridge Wealth Partners, LLC 11110.01%0.03%0.08%Q4 2016Q2 201911
Solstein Capital, LLC 740.02%0.03%0.06%Q4 2019Q3 202211
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q3 2019Q3 202311
ATTICUS WEALTH MANAGEMENT, LLC 830.01%0.02%0.03%Q4 2019Q3 202311
ARGA Investment Management, LP 650.20%0.52%1.32%Q1 2015Q1 201811
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1010.00%0.00%0.01%Q2 2018Q3 202111
Pinnacle Summer Investments, Inc. 11110.00%0.09%0.19%Q2 2013Q4 201511
Zions Bancorporation 910.01%0.02%0.03%Q1 2015Q3 201811
NORTHSTAR WEALTH PARTNERS LLC 11110.18%0.25%0.28%Q1 2018Q3 202011
Arjuna Capital 1010.52%1.31%2.36%Q4 2017Q2 202211
LIBERTY WEALTH MANAGEMENT LLC 11110.00%0.01%0.03%Q1 2019Q3 202111
Donald L. Hagan, LLC 11110.32%0.38%0.52%Q2 2020Q4 202211
Kavar Capital Partners, LLC 11111.01%1.15%1.29%Q4 2014Q2 201711
Laurel Wealth Advisors LLC 11110.00%0.00%0.00%Q4 2018Q2 202111
Nachman Norwood & Parrott, Inc 11110.13%0.18%0.25%Q4 2018Q2 202111
Decatur Capital Management, Inc. 1010.84%1.40%2.02%Q2 2013Q2 201811
M&G INVESTMENT MANAGEMENT LTD 11110.00%0.01%0.01%Q4 2019Q2 202211
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 11111.47%2.11%2.61%Q3 2013Q1 201611
Beacon Pointe Advisors, LLC 1010.01%0.02%0.08%Q4 2019Q3 202311
Formidable Asset Management, LLC 11110.00%0.00%0.00%Q3 2013Q1 201611
Darwin Wealth Management, LLC 510.03%1.06%2.08%Q2 2016Q1 202011
Braun-Bostich & Associates Inc. 740.03%0.29%0.64%Q4 2017Q3 202011
Parasol Investment Management, LLC 740.01%0.05%0.14%Q1 2014Q1 201711
MILES CAPITAL, INC. 11110.49%0.64%0.76%Q2 2016Q4 201811
ENDEAVOUR CAPITAL ADVISORS INC 710.51%0.57%0.65%Q4 2013Q4 201611
Alpha Omega Wealth Management LLC 11110.03%0.03%0.04%Q4 2016Q2 201911
OPSEU Pension Plan Trust Fund 11110.18%0.27%0.37%Q1 2020Q3 202211
Madison Asset Management, LLC 11110.22%0.34%0.50%Q1 2021Q3 202311
FIDGEON TIMOTHY F 11110.90%1.09%1.29%Q1 2013Q3 201511
GSB Wealth Management, LLC 11110.12%0.65%0.99%Q1 2021Q3 202311
CALTON & ASSOCIATES, INC. 1010.04%0.11%0.17%Q4 2017Q2 202311
TRUEWEALTH LLC 11110.07%0.11%0.16%Q4 2017Q2 202011
STRATTON MANAGEMENT CO 11110.05%0.10%0.20%Q2 2013Q4 201511
CANANDAIGUA NATIONAL CORP 11110.22%0.28%0.38%Q2 2020Q4 202211
STRATEGY ASSET MANAGERS LLC 510.05%0.10%0.18%Q3 2019Q3 202311
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 820.01%0.04%0.07%Q4 2020Q3 202310
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 10102.40%3.19%4.10%Q2 2021Q3 202310
COURIER CAPITAL LLC 10100.08%0.09%0.11%Q3 2017Q4 201910
THOMPSON DAVIS & CO., INC. 10100.02%0.02%0.03%Q2 2016Q3 201810
Soros Fund Management 820.01%0.13%0.24%Q3 2013Q4 201910
CAPE COD FIVE CENTS SAVINGS BANK 910.04%0.18%0.26%Q1 2014Q1 201910
Capital International Sarl 10100.00%0.01%0.02%Q2 2013Q3 201510
FIRSTMERIT BANK N A TRUSTEE 10100.02%0.05%0.11%Q1 2014Q2 201610
PORTLAND INVESTMENT COUNSEL INC. 910.45%5.06%17.18%Q2 2013Q3 201610
PROFFITT & GOODSON INC 10100.00%0.00%0.00%Q3 2018Q4 202010
FIRST MERCANTILE TRUST CO 910.01%0.02%0.03%Q1 2014Q3 202110
CURIAN CAPITAL LLC 10100.03%0.09%0.19%Q2 2013Q3 201510
HIGH POINTE CAPITAL MANAGEMENT LLC 10100.10%0.29%0.53%Q2 2013Q3 201510
TIEDEMANN TRUST CO 10100.02%0.02%0.04%Q4 2013Q1 201610
A.R.T. Advisors, LLC 410.02%0.09%0.21%Q4 2013Q4 201810
Amundi 10100.03%0.05%0.07%Q2 2021Q3 202310
GLG LLC 10100.07%0.10%0.14%Q1 2014Q2 201610
Geller Advisors LLC 10100.04%0.06%0.07%Q2 2021Q3 202310
Ifrah Financial Services, Inc. 10100.08%0.08%0.09%Q3 2017Q4 201910
Dorsey & Whitney Trust CO LLC 710.03%0.04%0.05%Q2 2017Q2 202010
ClariVest Asset Management LLC 10100.00%0.00%0.01%Q2 2017Q3 201910
ATLANTIC INVESTMENT Co 10100.21%0.43%0.88%Q2 2013Q3 201510
Dynamic Capital Management Ltd 410.06%0.41%2.28%Q4 2013Q2 201810
Argentus Capital Management, LLC 10100.22%0.41%0.67%Q2 2013Q3 201510
Ninety One SA (PTY) Ltd 710.00%0.37%0.91%Q2 2016Q1 202010
Neuberger Berman Canada ULC 820.10%0.17%0.23%Q2 2013Q3 201710
Euclid Advisors LLC 710.01%0.15%0.23%Q2 2013Q2 201610
ELEMENT CAPITAL MANAGEMENT LLC 520.03%0.13%0.24%Q4 2015Q3 202210
Pinkerton Retirement Specialists, LLC 10100.01%0.17%1.27%Q2 2016Q3 201810
Krane Funds Advisors LLC 730.00%0.02%0.04%Q2 2019Q2 202210
Commonwealth Financial Services, LLC 10100.01%0.02%0.04%Q4 2014Q1 201710
Semper Trust Co. 910.24%0.34%0.42%Q2 2013Q4 201510
DC Investments Management, LLC 10100.09%0.36%0.56%Q1 2018Q2 202010
Ergoteles LLC 430.03%0.28%0.97%Q3 2020Q2 202310
Personal Capital Advisors Corp 910.00%0.00%0.00%Q1 2020Q4 202210
LMR Partners LLP 410.01%0.07%0.12%Q3 2015Q1 202310
Index Management Solutions, LLC 10100.00%0.02%0.04%Q2 2013Q3 201510
Notis-McConarty Edward 10100.17%0.59%1.08%Q4 2013Q1 201610
Covenant Multifamily Offices, LLC 10100.11%0.33%0.64%Q2 2019Q3 202110
Tidal Investments LLC 10100.01%0.05%0.13%Q2 2021Q3 202310
Archford Capital Strategies, LLC 610.00%0.01%0.01%Q4 2015Q2 201910
Engineers Gate Manager LP 210.01%0.09%0.27%Q2 2015Q2 202310
Brick & Kyle, Associates 10100.03%0.03%0.03%Q4 2014Q1 201710
Bison Wealth, LLC 640.06%0.14%0.24%Q3 2018Q3 202310
Trexquant Investment LP 210.02%0.14%0.24%Q1 2017Q3 202310
Teza Capital Management LLC 310.08%0.40%1.49%Q4 2017Q3 202210
WEALTHSOURCE PARTNERS, LLC 640.03%0.07%0.11%Q1 2016Q4 201910
Intellectus Partners, LLC 10100.00%0.00%0.01%Q4 2016Q1 201910
Omnia Family Wealth, LLC 10100.00%0.03%0.06%Q4 2016Q1 201910
Summit Trail Advisors, LLC 710.02%0.02%0.04%Q4 2017Q3 202310
McIlrath & Eck, LLC 910.00%0.09%0.16%Q3 2020Q3 202310
Tamar Securities, LLC 910.06%0.09%0.13%Q4 2020Q3 202310
Staton Financial Advisors, LLC 10103.93%4.48%4.91%Q1 2015Q2 201710
Verdence Capital Advisors LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
Legacy Financial Strategies, LLC 10100.70%0.84%1.08%Q2 2021Q3 202310
Pinnacle Wealth Planning Services, Inc. 610.04%0.05%0.12%Q4 2019Q3 202310
TRH Financial, LLC 910.09%0.66%2.32%Q4 2019Q2 202210
Lucia Wealth Services, LLC 10100.19%0.25%0.35%Q2 2018Q3 202010
DUALITY ADVISERS, LP 510.02%0.33%0.65%Q4 2018Q1 202210
Impax Asset Management Group plc 640.01%0.01%0.01%Q1 2021Q3 202310
Strategic Investment Advisors / MI 10100.16%0.26%0.35%Q2 2021Q3 202310
Fairhaven Wealth Management, LLC 820.09%0.11%0.13%Q1 2021Q3 202310
WADDELL & ASSOCIATES, LLC 10100.13%0.17%0.21%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.07%0.08%0.10%Q2 2021Q3 202310
Insight Folios Inc 10100.16%0.17%0.20%Q2 2021Q3 202310
Kathmere Capital Management, LLC 820.03%0.05%0.11%Q3 2020Q3 202310
Adams Chetwood Wealth Management LLC 10100.36%0.43%0.57%Q4 2019Q1 202210
Disciplined Investments, LLC 640.00%0.01%0.03%Q4 2019Q2 202310
Concord Wealth Partners 640.01%0.04%0.12%Q1 2021Q3 202310
Hexagon Capital Partners LLC 640.00%0.01%0.02%Q3 2020Q3 202310
Lumature Wealth Partners, LLC 10100.04%0.19%0.48%Q1 2021Q2 202310
West Financial Advisors, LLC 820.00%0.10%0.13%Q4 2020Q3 202310
Tacita Capital Inc 10100.03%0.04%0.06%Q2 2021Q3 202310
EMFO, LLC 10100.06%0.07%0.09%Q2 2021Q3 202310
Benedetti & Gucer, Inc. 10100.16%0.24%0.34%Q2 2021Q3 202310
CSM Advisors, LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.01%Q1 2021Q3 202310
NSI Retail Advisors, LLC 10100.07%0.10%0.14%Q2 2021Q3 202310
Bank of New Hampshire 10100.40%0.54%0.72%Q2 2021Q3 202310
Triasima Portfolio Management inc. 10100.14%0.16%0.22%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.06%0.10%0.17%Q2 2013Q3 201510
BANK OF HAWAII 910.02%0.04%0.07%Q4 2015Q1 202010
1ST SOURCE BANK 910.02%0.03%0.04%Q4 2013Q3 202310
CAPITAL ONE, NATIONAL ASSOCIATION 10100.04%0.10%0.47%Q3 2014Q4 201610
MONEY CONCEPTS CAPITAL CORP 820.03%0.10%0.18%Q4 2020Q3 202310
ARROW FINANCIAL CORP 10100.00%0.23%0.57%Q2 2013Q3 201510
HANCOCK WHITNEY CORP 910.01%0.03%0.06%Q3 2017Q4 202010
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.02%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.02%Q1 2021Q3 202310
SALEM INVESTMENT COUNSELORS INC 810.00%0.00%0.00%Q2 2017Q3 202310
GODSEY & GIBB, INC 730.07%0.29%0.76%Q1 2021Q3 202310
CONGRESS ASSET MANAGEMENT CO /MA 10100.00%0.00%0.00%Q4 2020Q1 202310
TOEWS CORP /ADV 410.07%0.42%0.80%Q2 2016Q3 202310
GROUP ONE TRADING, L.P. 510.00%0.01%0.02%Q1 2017Q2 202310
FINANCIAL COUNSELORS INC 510.01%0.01%0.02%Q1 2019Q4 202210
Mechanics Bank Trust Department 990.07%0.09%0.10%Q2 2013Q2 20159
Quantitative Systematic Strategies LLC 310.04%0.22%0.46%Q1 2015Q3 20209
BlueCrest Capital Management Ltd 310.01%0.13%0.55%Q3 2015Q3 20229
BAHL & GAYNOR INC 990.00%0.00%0.00%Q2 2013Q2 20159
CAXTON ASSOCIATES LP 310.03%0.19%1.01%Q4 2013Q1 20229
Gerstein Fisher 990.10%0.12%0.14%Q3 2014Q3 20169
Point72 Middle East FZE 440.00%0.07%0.26%Q4 2022Q3 20239
Jolley Asset Management, LLC 990.01%0.01%0.01%Q2 2016Q2 20189
Eagle Bay Advisors LLC 630.02%0.03%0.06%Q2 2021Q3 20239
Princeton Global Asset Management LLC 810.01%0.02%0.02%Q4 2019Q3 20239
OneAscent Wealth Management LLC 610.19%0.56%1.97%Q4 2020Q3 20239
Sound Financial Strategies Group, LLC 410.49%0.77%1.38%Q4 2019Q3 20239
Larson Financial Group LLC 810.00%0.05%0.23%Q3 2019Q3 20239
Western Wealth Management, LLC 810.08%0.12%0.17%Q2 2021Q3 20239
Dentgroup LLC 990.26%0.29%0.35%Q4 2021Q4 20239
Global Wealth Management Investment Advisory, Inc. 720.00%0.01%0.01%Q4 2018Q2 20229
Aptus Capital Advisors, LLC 810.01%0.01%0.02%Q1 2021Q3 20239
Independent Portfolio Consultants, Inc. 990.00%0.01%0.02%Q4 2014Q4 20169
MTM Investment Management, LLC 810.10%0.14%0.22%Q2 2021Q3 20239
WESTWOOD MANAGEMENT CORP /IL/ 990.03%0.03%0.04%Q4 2017Q4 20199
BREMER TRUST NATIONAL ASSOCIATION 710.02%0.08%0.11%Q2 2013Q4 20189
STONNINGTON GROUP, LLC 990.12%0.24%0.33%Q1 2021Q1 20239
ANALYTIC INVESTORS, LLC 410.00%0.04%0.17%Q2 2013Q3 20169
MANAGED ACCOUNT ADVISORS LLC 990.02%0.04%0.06%Q2 2013Q2 20159
Stone Ridge Asset Management LLC 990.06%0.12%0.21%Q4 2017Q4 20199
OAKBROOK INVESTMENTS LLC 310.07%0.13%0.27%Q2 2014Q3 20199
Halpern Financial, Inc. 990.00%0.01%0.01%Q4 2019Q4 20219
Horan Securities, Inc. 710.01%0.01%0.01%Q3 2016Q2 20209
CAMBRIDGE TRUST CO 810.01%0.03%0.03%Q4 2019Q3 20239
Cerro Pacific Wealth Advisors LLC 810.37%0.48%0.71%Q4 2020Q1 20239
Institute for Wealth Management, LLC. 990.17%0.40%0.94%Q2 2017Q2 20199
Walleye Capital LLC 310.00%0.05%0.26%Q4 2019Q3 20239
BADGLEY PHELPS & BELL INC 990.01%0.02%0.02%Q4 2017Q4 20199
Alera Investment Advisors, LLC 720.00%0.09%0.15%Q4 2018Q3 20239
Vectors Research Management, LLC 990.00%0.01%0.01%Q3 2018Q3 20209
GILL CAPITAL PARTNERS, LLC 990.10%0.12%0.14%Q4 2021Q4 20239
Gideon Capital Advisors, Inc. 210.11%0.45%1.02%Q2 2014Q4 20199
BANQUE PICTET & CIE SA 420.01%0.09%0.16%Q4 2013Q3 20239
Torch Wealth Management LLC 540.16%0.47%0.77%Q1 2014Q4 20199
Ranch Capital Advisors Inc. 990.02%0.05%0.21%Q3 2019Q3 20219
McKinley Carter Wealth Services, Inc. 410.05%0.26%1.16%Q3 2013Q4 20199
TLP GROUP LLC 420.02%0.18%0.38%Q4 2015Q2 20189
Tower View Wealth Management LLC 990.03%0.03%0.03%Q4 2017Q4 20199
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 710.00%0.13%0.20%Q3 2018Q3 20239
Sunbelt Securities, Inc. 420.00%0.12%0.31%Q1 2016Q3 20239
Agate Pass Investment Management, LLC 990.71%0.91%1.14%Q4 2021Q4 20239
OneAscent Financial Services LLC 630.12%0.22%0.44%Q3 2020Q1 20239
Arden Trust Co 990.04%0.08%0.14%Q2 2019Q2 20219
PSI Advisors, LLC 810.00%0.00%0.01%Q4 2019Q3 20239
PhiloSmith Capital Corp 996.61%7.04%7.79%Q3 2021Q3 20239
Quadrature Capital Ltd 310.05%0.09%0.24%Q2 2016Q3 20229
J. W. Coons Advisors, LLC 720.10%0.27%0.32%Q1 2020Q3 20239
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.01%0.03%Q2 2013Q3 20179
Taylor Hoffman Wealth Management 990.04%0.05%0.05%Q4 2017Q4 20199
Edgemoor Investment Advisors, Inc. 990.16%1.65%2.18%Q2 2013Q2 20159
Abacus Planning Group, Inc. 990.13%0.19%0.25%Q4 2017Q4 20199
Kozak & Associates, Inc. 990.03%0.04%0.04%Q3 2021Q3 20239
Assured Investment Management LLC 310.00%0.03%0.08%Q3 2013Q1 20199
Pine River Capital Management L.P. 630.01%0.02%0.06%Q3 2014Q4 20169
Elevated Capital Advisors, LLC 510.07%0.11%0.24%Q4 2019Q3 20239
GABLES CAPITAL MANAGEMENT INC. 990.00%0.01%0.02%Q2 2018Q2 20209
Stonebridge Financial Planning Group, LLC 990.04%0.05%0.09%Q4 2019Q4 20219
Nelson Capital Management, LLC 610.01%0.01%0.01%Q1 2017Q3 20199
BANCED CORP 990.41%0.88%1.60%Q2 2013Q2 20159
626 Financial, LLC 810.52%0.65%0.78%Q1 2021Q3 20239
Ruffer LLP 720.01%0.50%1.88%Q3 2020Q4 20229
Stratos Wealth Advisors, LLC 990.07%0.09%0.11%Q3 2021Q3 20239
Family Legacy, Inc. 630.02%0.11%0.18%Q2 2018Q1 20219
Numeric Investors LLC 720.00%0.03%0.09%Q4 2013Q4 20179
Barnett & Company, Inc. 630.01%0.16%0.27%Q1 2016Q2 20229
U.S. Capital Wealth Advisors, LLC 990.28%0.41%0.49%Q3 2021Q3 20239
STEVENS CAPITAL MANAGEMENT LP 410.13%0.35%0.57%Q2 2013Q2 20219
Financial Management Professionals, Inc. 710.00%0.00%0.00%Q2 2016Q3 20239
Perkins Coie Trust Co 710.00%0.01%0.02%Q4 2013Q3 20239
Integrated Advisors Network LLC 990.02%0.02%0.02%Q3 2021Q3 20239
NEW AMSTERDAM PARTNERS LLC/NY 510.04%0.09%0.11%Q4 2015Q2 20189
Welch Group, LLC 880.12%0.13%0.15%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.16%0.19%0.21%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.07%0.10%0.15%Q3 2021Q2 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.02%0.09%0.13%Q2 2018Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 880.08%0.12%0.18%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.05%0.13%0.19%Q4 2019Q3 20218
LOWE BROCKENBROUGH & CO INC 530.03%0.03%0.04%Q3 2017Q3 20198
Employers Holdings, Inc. 880.30%0.50%1.18%Q2 2019Q1 20218
Sierra Capital LLC 880.00%0.00%0.00%Q1 2021Q4 20228
WealthPLAN Partners, LLC 210.00%0.01%0.03%Q1 2015Q2 20238
Quantinno Capital Management LP 880.13%0.19%0.31%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 880.59%0.67%0.76%Q2 2013Q1 20158
Tradition Wealth Management, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Apollon Wealth Management, LLC 710.00%0.04%0.10%Q2 2020Q3 20238
Sageworth Trust Co 880.00%0.00%0.01%Q2 2021Q1 20238
Riverview Capital Advisers, LLC 880.52%0.63%0.76%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.05%0.06%0.08%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Edge Capital Group, LLC 880.01%0.20%0.27%Q2 2021Q1 20238
Harfst & Associates, Inc. 620.06%0.10%0.16%Q2 2015Q2 20178
Robertson Stephens Wealth Management, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Brendel Financial Advisors LLC 310.26%0.83%2.36%Q4 2018Q1 20238
NUANCE INVESTMENTS, LLC 880.37%0.69%0.93%Q2 2017Q1 20198
Avidian Wealth Solutions, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
J2 Capital Management Inc 880.35%0.61%0.87%Q4 2021Q3 20238
Mechanics Financial Corp 880.06%0.07%0.09%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.06%0.09%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Gilbert & Cook, Inc. 410.05%0.07%0.10%Q2 2017Q2 20218
DRIEHAUS CAPITAL MANAGEMENT LLC 710.01%0.01%0.02%Q4 2016Q4 20188
Alpha Paradigm Partners, LLC 530.09%0.20%0.65%Q4 2020Q4 20228
RS INVESTMENT MANAGEMENT CO LLC 620.27%0.39%0.57%Q2 2013Q2 20168
ORBIS HOLDINGS LTD 880.30%0.51%0.67%Q1 2014Q4 20158
TrueWealth Advisors, LLC 880.11%0.12%0.14%Q4 2021Q3 20238
Ten Capital Wealth Advisors, LLC 880.00%0.00%0.01%Q2 2021Q1 20238
Retirement Planning Co of New England, Inc. 880.26%0.35%0.42%Q4 2021Q3 20238
Yellowstone Partners, LLC 880.16%0.56%0.68%Q4 2013Q3 20158
MEITAV INVESTMENT HOUSE LTD 880.02%0.06%0.10%Q4 2017Q3 20198
DAVIS R M INC 880.01%0.01%0.01%Q4 2017Q3 20198
C M BIDWELL & ASSOCIATES LTD 220.00%0.39%1.68%Q3 2015Q3 20218
MOODY NATIONAL BANK TRUST DIVISION 620.00%0.02%0.04%Q4 2018Q3 20238
American Trust 880.03%0.03%0.04%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.19%0.24%0.28%Q1 2021Q3 20238
Capital Impact Advisors, LLC 880.37%0.86%1.40%Q1 2015Q4 20168
FourThought Financial, LLC 880.07%0.10%0.12%Q4 2020Q3 20228
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.04%0.07%0.15%Q2 2013Q1 20158
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.34%0.44%0.58%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 880.90%1.47%2.15%Q4 2021Q3 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 881.91%2.39%2.82%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.03%0.05%0.06%Q4 2021Q3 20238
CLINTON GROUP INC 210.04%0.21%0.47%Q2 2013Q2 20188
Desjardins Global Asset Management Inc. 880.17%0.20%0.26%Q4 2021Q3 20238
Carson Advisory Inc. 880.95%1.09%1.24%Q4 2021Q3 20238
Capula Management Ltd 310.00%0.05%0.16%Q2 2020Q4 20228
HBK INVESTMENTS L P 410.00%0.03%0.10%Q4 2013Q1 20198
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 310.00%0.06%0.16%Q2 2013Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.19%0.23%0.34%Q4 2020Q3 20228
Delta Accumulation, LLC 220.12%0.99%2.08%Q4 2021Q1 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.14%0.18%0.22%Q4 2021Q3 20238
RAY GERALD L & ASSOCIATES LTD 880.05%0.06%0.07%Q2 2013Q1 20158
Engrave Wealth Partners LLC 410.07%0.09%0.16%Q4 2019Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.03%Q4 2021Q3 20238
OMERS ADMINISTRATION Corp 410.02%0.43%1.30%Q2 2013Q1 20188
Zullo Investment Group, Inc. 880.13%0.14%0.16%Q4 2021Q3 20238
Colonial River Wealth Management, LLC 710.12%0.20%0.29%Q2 2021Q2 20238
Covestor Ltd 880.02%0.05%0.13%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
LEUTHOLD GROUP, LLC 620.56%0.60%0.67%Q4 2016Q2 20218
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
FormulaFolio Investments, LLC 710.01%0.02%0.03%Q2 2018Q4 20208
Executive Wealth Management, LLC 410.02%0.03%0.05%Q4 2018Q3 20238
First International Bank & Trust 880.08%0.20%0.27%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
SOMERVILLE KURT F 710.04%0.07%0.09%Q4 2015Q4 20178
EULAV Asset Management 880.34%0.44%0.58%Q2 2013Q1 20158
Confluence Wealth Services, Inc. 880.15%0.22%0.31%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.08%0.11%0.15%Q2 2013Q1 20158
CAHABA WEALTH MANAGEMENT, INC. 880.03%0.13%0.30%Q4 2021Q3 20238
Horizon Investment Services, LLC 530.10%0.96%2.52%Q2 2013Q2 20178
KRAEMATON INVESTMENT ADVISORS, INC 880.90%1.22%1.60%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.07%0.21%0.56%Q4 2017Q3 20198
Element Wealth, LLC 880.16%0.20%0.22%Q4 2021Q3 20238
Cross Staff Investments Inc 880.32%0.40%0.47%Q4 2021Q3 20238
Metis Global Partners, LLC 880.08%0.12%0.16%Q4 2021Q3 20238
GRIES FINANCIAL LLC 880.31%0.49%0.73%Q1 2021Q4 20228
Weiss Multi-Strategy Advisers LLC 610.01%0.08%0.21%Q2 2013Q4 20228
True North Advisors, LLC 880.04%0.08%0.10%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.03%0.04%0.05%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.04%0.07%Q4 2021Q3 20238
Artemis Investment Management LLP 530.12%0.24%0.46%Q1 2016Q3 20198
Mendel Capital Management LLC 880.62%0.86%1.13%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.15%0.17%0.19%Q2 2013Q1 20158
ICC CAPITAL MANAGEMENT INC/ 880.61%0.79%0.96%Q2 2013Q1 20158
State of Wyoming 320.02%0.04%0.08%Q2 2021Q3 20238
Arkadios Wealth Advisors 880.01%0.01%0.02%Q4 2019Q3 20218
Klingman & Associates, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
FOX RUN MANAGEMENT, L.L.C. 110.11%0.27%0.51%Q3 2016Q2 20228
Allen Investment Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Independent Wealth Network Inc. 880.13%0.24%0.32%Q4 2021Q3 20238
ARS Wealth Advisors Group, LLC 620.04%0.07%0.10%Q3 2021Q3 20238
Forum Financial Management, LP 880.01%0.03%0.04%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.28%0.38%0.49%Q4 2021Q3 20238
BANK OF NOVA SCOTIA TRUST CO 710.00%0.06%0.18%Q3 2013Q3 20178
Absolute Return Capital, LLC 880.04%0.06%0.10%Q2 2013Q1 20158
Factorial Partners, LLC 880.25%0.51%0.73%Q1 2021Q4 20228
AIA Group Ltd 880.01%0.03%0.08%Q2 2021Q1 20238
Quent Capital, LLC 880.01%0.03%0.21%Q4 2021Q3 20238
Burleson & Company, LLC 880.02%0.02%0.04%Q1 2021Q4 20228
F3Logic, LLC 530.04%0.31%0.73%Q4 2018Q3 20218
Mystic Asset Management, Inc. 880.47%0.58%0.64%Q4 2021Q3 20238
M. Kulyk & Associates, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
Vestmark Advisory Solutions, Inc. 880.02%0.04%0.06%Q3 2021Q2 20238
Ascent Group, LLC 880.12%0.16%0.19%Q4 2021Q3 20238
BHF Kleinwort Benson Group S.A. 880.01%0.18%1.18%Q4 2013Q3 20158
DB Fitzpatrick & Co, Inc 881.12%1.53%1.80%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.13%0.13%0.14%Q4 2014Q3 20168
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Heritage Wealth Advisors 410.00%0.00%0.01%Q4 2019Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.00%0.02%0.03%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.14%0.16%0.18%Q4 2021Q3 20238
TWIN CAPITAL MANAGEMENT INC 410.03%0.07%0.09%Q4 2015Q3 20188
Doyle Wealth Management 510.02%0.03%0.04%Q4 2018Q3 20227
Visium Asset Management, LP 610.00%0.06%0.27%Q4 2013Q1 20167
Gladstone Institutional Advisory LLC 770.03%0.20%0.41%Q1 2022Q3 20237
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.14%0.66%Q2 2017Q1 20217
Athena Investment Management 770.92%1.02%1.12%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.04%0.10%Q2 2013Q4 20147
Private Ocean, LLC 610.00%0.00%0.00%Q1 2020Q4 20227
Dakota Wealth Management 770.02%0.03%0.04%Q1 2022Q3 20237
KINGS POINT CAPITAL MANAGEMENT 770.00%0.00%0.01%Q3 2020Q1 20227
Cognios Capital, LLC 770.00%0.58%0.85%Q1 2019Q3 20207
Procyon Advisors, LLC 430.02%0.04%0.06%Q4 2019Q3 20237
Avestar Capital, LLC 770.03%0.03%0.04%Q4 2017Q2 20197
Hanlon Investment Management, Inc. 770.05%0.09%0.14%Q1 2022Q3 20237
Hamilton Capital, LLC 610.01%0.04%0.16%Q4 2019Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.02%Q4 2021Q2 20237
Cypress Wealth Advisors LLC 770.12%0.14%0.16%Q3 2015Q1 20177
RWA WEALTH PARTNERS, LLC 510.02%0.02%0.03%Q3 2017Q4 20197
TCF National Bank 770.08%0.12%0.16%Q3 2019Q1 20217
Baader Bank Aktiengesellschaft 770.03%0.05%0.08%Q1 2022Q3 20237
Waverton Investment Management Ltd 770.02%0.03%0.03%Q1 2018Q3 20197
MENDON CAPITAL ADVISORS CORP 310.14%0.46%1.07%Q2 2016Q3 20187
Ramsay, Stattman, Vela & Price, Inc. 772.16%2.63%2.95%Q2 2013Q4 20147
Fund Management at Engine No. 1 LLC 770.08%0.09%0.11%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
RONALD BLUE & CO LLC 510.02%0.03%0.05%Q1 2014Q2 20177
TODD ASSET MANAGEMENT LLC 510.01%0.80%1.15%Q2 2013Q1 20197
Kames Capital Management Ltd 771.35%1.67%2.03%Q2 2013Q4 20147
Waldron Private Wealth LLC 770.01%0.01%0.02%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 520.13%0.15%0.17%Q2 2013Q1 20177
CETERA INVESTMENT MANAGEMENT LLC 770.39%0.51%0.58%Q4 2015Q2 20177
Atria Wealth Solutions, Inc. 770.01%0.02%0.04%Q1 2022Q3 20237
NATIONAL PENN INVESTORS TRUST CO /PA 770.02%0.22%0.48%Q2 2013Q4 20147
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
EMERSON INVESTMENT MANAGEMENT, LLC 771.09%1.35%1.58%Q2 2013Q4 20147
SeaBridge Investment Advisors LLC 770.11%0.14%0.16%Q1 2022Q3 20237
Epoch Investment Partners, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
Continuum Advisory, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
BTC Capital Management, Inc. 430.03%0.05%0.09%Q1 2019Q2 20217
Squar Milner Financial Services LLC 520.01%0.06%0.14%Q2 2018Q1 20207
Arlington Partners LLC 320.00%0.00%0.01%Q1 2021Q2 20237
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.05%0.16%0.48%Q2 2015Q1 20207
Elite Wealth Management, Inc. 770.10%0.12%0.16%Q1 2013Q3 20147
Dominick & Dominick LLC 770.34%0.46%0.60%Q2 2013Q4 20147
Wagner Wealth Management, LLC 410.01%0.02%0.02%Q4 2017Q3 20227
Dana Investment Advisors, Inc. 610.02%0.09%0.44%Q4 2016Q3 20237
Point72 Asset Management, L.P. 210.00%0.05%0.25%Q4 2018Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Broderick Brian C 770.12%0.18%0.25%Q1 2016Q3 20177
Matrix Trust Co 770.08%0.28%0.42%Q1 2022Q3 20237
Placemark Investments, Inc. 770.06%0.09%0.12%Q2 2013Q4 20147
Peachtree Investment Advisors, Inc. 770.14%0.16%0.17%Q4 2013Q2 20157
Integrated Wealth Management 770.02%0.02%0.04%Q1 2015Q3 20167
COMPTON CAPITAL MANAGEMENT INC /RI 770.05%0.09%0.10%Q1 2018Q3 20197
Sunflower Bank, N.A. 770.04%0.04%0.04%Q4 2020Q2 20227
Bellwether Advisors, LLC 770.00%0.06%0.16%Q1 2021Q3 20227
Alaska Permanent Fund Corp 770.04%0.05%0.06%Q3 2020Q1 20227
OAKMONT Corp 770.01%0.02%0.03%Q1 2022Q3 20237
Hefty Wealth Partners 770.04%0.04%0.04%Q3 2016Q1 20187
Railway Pension Investments Ltd 430.06%0.18%0.32%Q4 2018Q3 20237
Tuttle Capital Management, LLC 520.33%0.69%1.47%Q3 2017Q2 20197
Newbridge Financial Services Group, Inc. 510.00%0.01%0.02%Q3 2020Q3 20237
Highview Capital Management LLC/DE/ 770.46%0.61%0.70%Q1 2022Q3 20237
Buffington Mohr McNeal 410.04%0.06%0.06%Q1 2019Q3 20237
Householder Group Estate & Retirement Specialist, LLC 610.17%0.28%0.84%Q4 2021Q3 20237
WEALTHCARE CAPITAL MANAGEMENT LLC 410.00%0.00%0.01%Q1 2015Q1 20217
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.02%0.08%Q2 2019Q3 20237
EAGLE ROCK INVESTMENT COMPANY, LLC 520.04%0.05%0.06%Q4 2021Q3 20237
Trust Co 410.00%0.01%0.01%Q2 2015Q3 20237
Brookfield Asset Management 310.00%0.03%0.07%Q3 2020Q1 20237
AlphaCentric Advisors LLC 430.04%0.12%0.28%Q2 2021Q3 20237
Linker Capital Management Inc. 773.72%4.57%5.47%Q4 2021Q2 20237
TRAN CAPITAL MANAGEMENT, L.P. 770.04%0.06%0.08%Q1 2022Q3 20237
PHILADELPHIA TRUST CO 770.02%0.03%0.03%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
First Western Trust Bank 770.01%0.01%0.02%Q1 2022Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 310.00%0.01%0.02%Q4 2017Q3 20237
Beaird Harris Wealth Management, LLC 520.00%0.01%0.02%Q4 2021Q3 20237
Waverly Advisors, LLC 510.00%0.01%0.03%Q3 2013Q3 20237
1st Global Advisors, Inc. 770.16%0.23%0.28%Q2 2013Q4 20147
Gould Capital, LLC 610.01%1.89%2.60%Q4 2021Q3 20237
Corbenic Partners LLC 770.01%0.01%0.02%Q3 2015Q1 20177
Schoolcraft Capital LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Princeton Portfolio Strategies Group LLC 310.06%0.09%0.14%Q1 2014Q2 20177
SYMPHONY ASSET MANAGEMENT LLC 410.11%0.21%0.28%Q2 2016Q4 20187
NumerixS Investment Technologies Inc 310.09%0.15%0.24%Q3 2016Q1 20207
WOODMONT INVESTMENT COUNSEL LLC 770.13%0.15%0.18%Q1 2022Q3 20237
FOUNDERS BANK & TRUST 770.43%0.50%0.54%Q2 2013Q4 20147
MARK SHEPTOFF FINANCIAL PLANNING, LLC 770.01%0.06%0.13%Q1 2014Q3 20157
Oxbow Advisors, LLC 770.23%0.32%0.40%Q4 2016Q2 20187
Advisors Preferred, LLC 210.01%0.40%1.33%Q4 2017Q2 20237
ZWEIG ADVISERS LLC 771.49%1.69%1.79%Q2 2013Q4 20147
EHP Funds Inc. 770.05%0.30%0.63%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.02%0.03%0.03%Q2 2013Q4 20147
Vigilant Capital Management, LLC 510.00%0.00%0.01%Q1 2014Q2 20207
Fisher Asset Management, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
CFS Investment Advisory Services, LLC 410.16%0.29%0.41%Q4 2020Q3 20236
Bath Savings Trust Co 410.02%0.03%0.04%Q4 2019Q3 20236
1919 Investment Counsel, LLC 660.15%0.18%0.19%Q2 2013Q3 20146
Verity Asset Management, Inc. 310.20%0.41%0.72%Q1 2015Q3 20226
WELD CAPITAL MANAGEMENT LLC 420.04%0.41%1.13%Q2 2019Q2 20216
Lloyds Banking Group plc 660.03%0.11%0.16%Q2 2013Q3 20146
OCCUDO QUANTITATIVE STRATEGIES LP 310.03%0.26%0.44%Q4 2021Q3 20236
Ackerman Capital Advisors, LLC 660.14%1.14%2.14%Q3 2018Q4 20196
SJS Investment Consulting Inc. 510.00%0.01%0.02%Q1 2022Q3 20236
SS&H Financial Advisors, Inc. 510.77%0.88%1.05%Q1 2022Q3 20236
M Holdings Securities, Inc. 510.02%0.03%0.06%Q1 2019Q1 20236
MARTINGALE ASSET MANAGEMENT L P 210.00%0.06%0.19%Q3 2013Q4 20176
VILLERE ST DENIS J & CO LLC 660.01%0.01%0.02%Q3 2013Q4 20146
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
DAGCO, INC. 660.48%0.70%0.84%Q4 2018Q1 20206
SpiderRock Advisors, LLC 310.01%0.08%0.39%Q1 2017Q2 20206
Berkeley Capital Partners, LLC 660.26%0.29%0.32%Q2 2022Q3 20236
FRONTIER INVESTMENT MGMT CO 510.01%0.02%0.02%Q4 2018Q2 20206
FIRST CITIZENS BANCORPORATION INC 660.22%0.27%0.32%Q3 2013Q4 20146
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.05%0.08%0.10%Q2 2022Q3 20236
Czech National Bank 660.10%0.11%0.13%Q3 2022Q4 20236
LBA Wealth Management, LLC 660.01%0.01%0.01%Q4 2015Q1 20176
Retirement Group, LLC 310.00%0.00%0.01%Q4 2019Q2 20226
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 420.03%0.18%0.46%Q4 2013Q4 20226
STOCK YARDS BANK & TRUST CO 660.02%0.02%0.02%Q2 2022Q3 20236
AMERICAFIRST CAPITAL MANAGEMENT, LLC 410.06%0.19%0.61%Q3 2014Q1 20176
Saiers Capital, LLC 210.00%0.01%0.04%Q2 2013Q1 20156
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
KEELEY ASSET MANAGEMENT CORP 660.04%0.05%0.05%Q3 2013Q4 20146
ASPIRIANT HOLDINGS S3, LLC 660.09%0.27%0.43%Q2 2013Q3 20146
Accel Wealth Management 660.00%0.00%0.00%Q4 2021Q1 20236
WFA of San Diego, LLC 210.08%0.10%0.12%Q3 2021Q3 20236
Jump Financial, LLC 410.02%0.04%0.08%Q4 2020Q3 20236
CHICAGO TRUST Co NA 660.11%0.12%0.14%Q2 2022Q3 20236
Laidlaw Wealth Management LLC 660.05%0.10%0.14%Q1 2022Q2 20236
BRYN MAWR CAPITAL MANAGEMENT INC 310.23%0.58%1.06%Q3 2013Q3 20156
SteelPeak Wealth, LLC 660.07%0.14%0.18%Q2 2022Q3 20236
CLEARBRIDGE, LLC 660.01%0.11%0.18%Q2 2017Q3 20186
SEI TRUST CO 660.02%0.02%0.02%Q2 2013Q3 20146
Kernodle & Katon Asset Management Group, LLC 660.02%0.02%0.02%Q4 2015Q1 20176
Sustainable Insight Capital Management, LLC 510.98%1.82%3.43%Q1 2021Q2 20236
Y-Intercept (Hong Kong) Ltd 210.04%0.20%0.44%Q4 2020Q2 20236
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 310.05%0.08%0.11%Q1 2019Q1 20236
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 660.04%0.06%0.09%Q4 2015Q1 20176
INTECH INVESTMENT MANAGEMENT LLC 660.04%0.07%0.17%Q2 2022Q3 20236
WINTRUST INVESTMENTS LLC 410.02%0.10%0.30%Q1 2017Q3 20236
TAYLOR ASSET MANAGEMENT INC 660.03%0.08%0.13%Q3 2014Q4 20156
Goodman Financial Corp 662.76%2.93%3.09%Q2 2013Q3 20146
Acrospire Investment Management LLC 660.04%0.07%0.12%Q1 2016Q2 20176
WOLFF WIESE MAGANA LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Virtus Investment Advisers, Inc. 660.02%0.18%0.23%Q3 2016Q4 20176
Birch Capital Management, LLC 660.00%0.01%0.01%Q4 2019Q1 20216
Cascade Investment Advisors, Inc. 511.11%1.20%1.29%Q2 2016Q4 20176
Graves Light Lenhart Wealth, Inc. 660.00%0.01%0.01%Q4 2020Q1 20226
Jump Trading, LLC 220.00%0.04%0.14%Q4 2013Q1 20146
Dorsey Wright & Associates 420.63%0.82%1.02%Q1 2022Q3 20236
Blue Trust, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Legacy Financial Advisors, Inc. 660.01%0.02%0.03%Q4 2017Q1 20196
Shilanski & Associates, Inc. 420.47%0.54%0.63%Q1 2022Q3 20236
INVESTMENT CENTERS OF AMERICA INC 310.02%0.05%0.13%Q3 2013Q1 20176
Aevitas Wealth Management, Inc. 660.06%0.06%0.08%Q4 2017Q1 20196
Community Financial Services Group, LLC 420.00%0.06%0.09%Q4 2014Q1 20196
Horizons Wealth Management 660.03%0.03%0.03%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.01%Q2 2013Q3 20146
Waterfront Wealth Inc. 510.07%0.08%0.08%Q1 2022Q3 20236
GOFEN & GLOSSBERG LLC /IL/ 420.00%0.00%0.01%Q2 2013Q4 20176
Azimuth Capital Investment Management LLC 660.15%0.17%0.19%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Te Ahumairangi Investment Management Ltd 660.31%0.57%0.80%Q3 2020Q4 20216
Cornerstone Advisors, LLC 310.06%0.16%0.26%Q4 2019Q3 20236
United Capital Management of KS, Inc. 660.75%0.91%0.99%Q3 2018Q4 20196
MAGNOLIA CAPITAL MANAGEMENT LTD 660.09%0.11%0.14%Q4 2021Q1 20236
NICOLET ADVISORY SERVICES, LLC 310.02%0.03%0.04%Q2 2020Q1 20236
Parametrica Management Ltd 410.11%0.34%0.96%Q4 2013Q1 20206
PDT Partners, LLC 210.03%0.13%0.38%Q2 2013Q1 20186
Stifel Trust Company, N.A. 660.03%0.03%0.04%Q2 2013Q3 20146
Ally Financial Inc. 510.30%0.53%0.77%Q2 2013Q1 20156
Royal Fund Management, LLC 310.00%0.00%0.00%Q2 2017Q1 20206
Maryland Capital Management 660.06%2.14%2.63%Q2 2013Q3 20146
Legacy Bridge, LLC 660.03%0.16%0.24%Q4 2018Q1 20206
Merit Financial Group, LLC 660.01%0.02%0.04%Q2 2022Q3 20236
American Financial Advisors, LLC 310.03%0.03%0.04%Q4 2021Q3 20236
Kemnay Advisory Services Inc. 660.24%0.43%0.58%Q4 2017Q1 20196
Airain ltd 310.04%0.38%0.63%Q1 2014Q1 20176
Iron Horse Wealth Management, LLC 420.00%0.04%0.11%Q1 2022Q3 20236
Parametric Risk Advisors LLC 660.02%0.03%0.04%Q2 2013Q3 20146
ELLINGTON MANAGEMENT GROUP LLC 210.02%0.13%0.29%Q2 2013Q1 20186
B. Riley Wealth Management, Inc. 660.00%0.01%0.02%Q1 2014Q2 20156
FAYEZ SAROFIM & CO 660.00%0.00%0.00%Q4 2019Q1 20216
Perigon Wealth Management, LLC 410.00%0.02%0.03%Q1 2018Q3 20236
Crosspoint Capital Strategies, LLC 510.04%0.06%0.11%Q4 2013Q3 20156
Steward Financial Group LLC 660.01%0.16%0.27%Q2 2022Q3 20236
Granite Investment Advisors, LLC 660.21%0.22%0.23%Q2 2020Q3 20216
MorganRosel Wealth Management, LLC 420.33%0.53%0.67%Q1 2019Q2 20236
SIMON QUICK ADVISORS, LLC 310.00%0.01%0.02%Q1 2017Q3 20236
Enterprise Trust & Investment Co 550.00%0.00%0.01%Q1 2020Q1 20215
Strong Tower Advisory Services 550.62%0.65%0.71%Q3 2021Q3 20225
InterOcean Capital Group, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Legal Advantage Investments, Inc. 550.19%0.21%0.24%Q3 2022Q3 20235
Ameritas Investment Company, LLC 310.00%0.02%0.04%Q4 2018Q1 20215
J.W. COLE ADVISORS, INC. 410.02%0.02%0.04%Q3 2020Q3 20235
TriaGen Wealth Management LLC 410.10%0.12%0.13%Q1 2022Q3 20235
Center For Asset Management LLC 210.20%0.33%0.51%Q4 2021Q3 20235
Manifold Partners, LLC 552.09%2.88%3.54%Q2 2013Q2 20145
True Link Financial Advisors, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
MOODY LYNN & LIEBERSON, LLC 310.21%0.90%1.93%Q2 2013Q3 20235
Wilmington Funds Management Corp 550.03%0.05%0.06%Q2 2013Q2 20145
AIMZ Investment Advisors, LLC 210.08%0.09%0.10%Q4 2021Q3 20235
NorthRock Partners, LLC 410.02%0.03%0.08%Q4 2018Q3 20235
BEACON FINANCIAL GROUP 550.07%0.09%0.11%Q4 2016Q4 20175
HORIZON KINETICS ASSET MANAGEMENT LLC 410.01%0.01%0.01%Q1 2019Q3 20235
PEOPLES FINANCIAL SERVICES CORP. 550.05%0.06%0.07%Q1 2019Q1 20205
Princeton Alpha Management LP 410.06%0.32%0.54%Q4 2013Q2 20165
StoneX Group Inc. 320.10%0.16%0.27%Q2 2022Q3 20235
Virtus ETF Advisers LLC 410.01%0.09%0.44%Q2 2019Q1 20235
TRUE Private Wealth Advisors 410.00%0.05%0.06%Q4 2017Q2 20195
BB&T INVESTMENT SERVICES, INC. 550.10%0.25%0.33%Q4 2016Q4 20175
MOSELEY INVESTMENT MANAGEMENT INC 550.14%0.17%0.19%Q3 2022Q3 20235
WILMINGTON TRUST CO 550.04%0.04%0.05%Q2 2013Q2 20145
Kaizen Advisory, LLC 550.02%0.26%0.64%Q4 2017Q4 20185
Polaris Wealth Advisory Group, LLC 310.00%0.26%0.49%Q2 2013Q3 20185
US FINANCIAL ADVISORS, LLC 550.01%0.01%0.01%Q4 2014Q4 20155
Crescent Capital Consulting, LLC 550.02%0.04%0.06%Q4 2020Q4 20215
DILLON & ASSOCIATES INC 410.04%0.04%0.05%Q1 2022Q3 20235
Carlson Capital Management 320.02%0.02%0.02%Q4 2021Q1 20235
Delphi Private Advisors LLC 550.00%0.01%0.01%Q4 2015Q4 20165
Transform Wealth, LLC 550.62%0.69%0.78%Q1 2019Q1 20205
BARRETT & COMPANY, INC. 550.05%0.06%0.06%Q3 2022Q3 20235
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 410.02%0.03%0.03%Q1 2022Q3 20235
SUN LIFE FINANCIAL INC 320.00%0.00%0.00%Q4 2016Q1 20215
Park Avenue Institutional Advisers LLC 550.14%0.15%0.16%Q2 2015Q2 20165
Ohio National Investments, Inc. 410.11%0.11%0.11%Q3 2014Q1 20165
PRIVATE CAPITAL MANAGEMENT INC 550.17%0.20%0.23%Q4 2015Q4 20165
Family Firm, Inc. 550.53%0.76%1.32%Q3 2022Q3 20235
Faithward Advisors, LLC 320.05%0.09%0.18%Q4 2019Q3 20235
Sather Financial Group Inc 550.10%0.11%0.11%Q2 2017Q2 20185
Lourd Capital, LLC 550.43%0.65%0.92%Q4 2017Q4 20185
Colonial Trust Advisors 550.01%0.01%0.02%Q3 2022Q3 20235
Kiwi Wealth Investments Limited Partnership 550.20%0.27%0.32%Q2 2016Q2 20175
RITHOLTZ WEALTH MANAGEMENT 550.04%0.05%0.08%Q3 2022Q3 20235
Goelzer Investment Management, Inc. 410.02%0.33%0.43%Q1 2013Q4 20225
TFO Wealth Partners, LLC 410.00%0.00%0.01%Q2 2022Q3 20235
CAPITAL MANAGEMENT ASSOCIATES /NY/ 410.29%0.69%0.99%Q2 2015Q4 20175
Founders Capital Management 550.02%0.02%0.02%Q1 2017Q1 20185
MIRABELLA FINANCIAL SERVICES LLP 110.03%0.17%0.65%Q3 2020Q2 20235
DUMONT & BLAKE INVESTMENT ADVISORS LLC 550.22%0.75%1.25%Q2 2013Q2 20145
Wilmington Trust, National Association 550.03%0.05%0.07%Q2 2013Q2 20145
MD Financial Management Inc. 550.00%0.05%0.08%Q4 2020Q4 20215
One Wealth Advisors, LLC 410.01%0.22%0.37%Q2 2018Q4 20225
Ziegler Capital Management, LLC 310.01%0.08%0.18%Q2 2013Q4 20225
Camarda Financial Advisors, LLC 550.48%0.54%0.59%Q3 2017Q3 20185
Neo Ivy Capital Management 210.07%0.35%0.93%Q2 2019Q2 20215
Alta Advisers Ltd 550.06%0.07%0.08%Q3 2022Q3 20235
QUANTRES ASSET MANAGEMENT Ltd 210.14%0.24%0.47%Q4 2015Q2 20185
Port Capital LLC 320.03%0.03%0.03%Q2 2018Q3 20195
Clarus Wealth Advisors 550.09%0.12%0.21%Q2 2018Q2 20195
Altshuler Shaham Ltd 110.00%0.00%0.00%Q1 2018Q4 20225
Price Wealth, LLC 310.00%0.00%0.00%Q2 2018Q2 20205
Roble, Belko & Company, Inc 550.03%0.03%0.06%Q1 2015Q1 20165
Polar Asset Management Partners Inc. 210.00%0.12%0.26%Q4 2017Q4 20225
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 410.01%0.01%0.01%Q1 2016Q2 20175
Opus Capital Group, LLC 550.02%0.04%0.06%Q1 2014Q1 20155
Partnervest Advisory Services LLC 550.05%0.09%0.14%Q2 2013Q2 20145
CHILTON INVESTMENT CO INC. 410.01%0.01%0.01%Q3 2013Q4 20145
HORIZON BANCORP INC /IN/ 410.11%0.16%0.22%Q4 2019Q4 20225
LILLEY & CO 550.14%0.15%0.16%Q2 2013Q2 20145
AFFINITY INVESTMENT ADVISORS, LLC 320.03%0.61%1.50%Q2 2015Q4 20165
CreativeOne Wealth, LLC 550.01%0.01%0.02%Q1 2021Q1 20225
BURNS J W & CO INC/NY 550.08%0.09%0.10%Q2 2013Q2 20145
AIGEN INVESTMENT MANAGEMENT, LP 310.10%0.38%0.67%Q1 2020Q1 20235
Campbell & CO Investment Adviser LLC 410.07%0.13%0.17%Q1 2019Q3 20205
GLOBE LIFE INC. 552.16%2.84%3.20%Q2 2013Q2 20145
FORA Capital, LLC 310.04%0.12%0.20%Q4 2019Q4 20225
Carnegie Capital Asset Management, LLC 410.01%0.01%0.01%Q1 2022Q3 20235
Machina Capital S.A.S. 210.12%0.35%0.80%Q3 2019Q2 20235
Long Wharf Investors, Inc. 550.38%0.44%0.49%Q2 2013Q2 20145
WORLDQUANT MILLENNIUM ADVISORS LLC 410.01%0.04%0.07%Q2 2020Q4 20225
Cypress Capital Management LLC (WY) 550.02%0.02%0.04%Q4 2017Q4 20185
Mitsubishi UFJ Securities Holdings Co., Ltd. 550.01%0.20%0.57%Q1 2016Q1 20175
abrdn Investment Management Ltd 550.00%0.01%0.01%Q3 2013Q3 20145
ADAMS DIVERSIFIED EQUITY FUND, INC. 550.68%0.77%0.89%Q2 2018Q2 20195
First Personal Financial Services 320.00%0.00%0.00%Q2 2019Q1 20225
AIA Investment Management Private Ltd 550.01%0.03%0.05%Q3 2019Q3 20205
FCF Advisors LLC 320.26%0.76%1.07%Q4 2014Q4 20235
Baron Wealth Management LLC 550.16%0.18%0.20%Q4 2022Q4 20235
Banyan Partners, LLC 410.58%0.81%1.42%Q2 2013Q3 20145
RHS Financial, LLC 550.65%0.77%0.86%Q4 2018Q4 20195
Greystone Managed Investments Inc. 550.46%0.52%0.55%Q2 2013Q2 20145
Colonial Trust Co / SC 550.07%0.11%0.14%Q3 2022Q3 20235
JACOBS & CO/CA 550.03%0.06%0.09%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.07%0.08%0.09%Q3 2022Q3 20235
LMCG INVESTMENTS, LLC 550.00%0.00%0.01%Q2 2013Q2 20145
PRIVATE ASSET MANAGEMENT INC 410.03%0.04%0.06%Q1 2022Q3 20235
TRADITION ASSET MANAGEMENT LLC 550.07%0.11%0.15%Q2 2019Q2 20205
W.H. Cornerstone Investments Inc. 550.59%0.64%0.69%Q3 2022Q3 20235
Legend Financial Advisors, Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
Tradewinds, LLC. 320.20%0.21%0.22%Q2 2022Q3 20235
Relyea Zuckerberg Hanson LLC 550.06%0.07%0.08%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.01%0.02%0.02%Q4 2021Q4 20225
apricus wealth, LLC 410.20%0.21%0.24%Q1 2022Q3 20235
EMERALD ADVISERS, LLC 550.01%0.02%0.02%Q2 2013Q2 20145
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Apeiron RIA LLC 410.10%0.11%0.14%Q1 2022Q3 20235
NIXON PEABODY TRUST CO 550.45%0.68%0.98%Q4 2015Q4 20165
Consolidated Planning Corp 410.03%0.07%0.14%Q3 2021Q3 20235
APPLETON PARTNERS INC/MA 550.13%0.16%0.17%Q2 2013Q2 20145
JMAC ENTERPRISES LLC 550.13%0.16%0.19%Q4 2021Q4 20225
Stiles Financial Services Inc 410.10%0.12%0.13%Q1 2022Q3 20235
Lowell Blake & Associates Inc. 410.07%0.12%0.29%Q4 2019Q3 20235
Gupta Wealth Management LLC 550.61%0.76%0.99%Q1 2015Q1 20165
Wilmington Trust Investment Management, LLC 550.05%0.09%0.12%Q2 2013Q2 20145
Badgley Phelps Wealth Managers, LLC 410.01%0.01%0.01%Q1 2022Q3 20235
OAK HILL WEALTH ADVISORS, LLC 440.58%0.62%0.68%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.56%0.60%0.65%Q4 2022Q3 20234
Westover Capital Advisors, LLC 440.96%1.06%1.12%Q2 2013Q1 20144
JBJ Investment Partners, LLC 310.04%0.04%0.05%Q1 2019Q4 20214
Invictus RG 210.04%0.16%0.27%Q3 2016Q1 20184
Financial Freedom, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.07%0.09%0.15%Q4 2022Q3 20234
STUDIO INVESTMENT MANAGEMENT LLC 440.01%0.06%0.14%Q4 2022Q3 20234
Winton Capital Management Ltd 440.22%0.34%0.47%Q2 2013Q1 20144
LMG Wealth Partners, LLC 441.52%1.63%1.72%Q4 2022Q3 20234
Berger Financial Group, Inc 440.61%0.65%0.75%Q1 2022Q4 20224
Park Place Capital Corp 440.00%0.01%0.01%Q4 2022Q3 20234
IAG Wealth Partners, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
Greenfield Savings Bank 310.14%0.15%0.15%Q4 2022Q4 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.18%0.20%0.24%Q4 2022Q3 20234
Valentine Capital Asset Management, Inc. 440.39%0.42%0.52%Q4 2011Q3 20124
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
Kore Private Wealth LLC 310.00%0.00%0.01%Q1 2019Q2 20204
TOWNSQUARE CAPITAL LLC 440.02%0.03%0.03%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
LBP AM SA 440.01%0.02%0.04%Q4 2022Q3 20234
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.01%Q3 2019Q1 20214
BRADY FAMILY WEALTH, LLC 440.60%0.67%0.75%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.01%Q1 2018Q4 20214
Etesian Wealth Advisors, Inc. 440.55%0.59%0.66%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.01%0.02%Q1 2018Q4 20184
Hoxton Financial, Inc. 440.00%0.01%0.02%Q2 2013Q1 20144
SAC Capital Advisors LP 440.01%0.02%0.04%Q2 2013Q1 20144
Drake & Associates, LLC 440.14%0.18%0.22%Q2 2022Q1 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
XTX Topco Ltd 310.11%0.16%0.24%Q3 2021Q3 20224
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.16%0.17%0.18%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.15%0.18%0.20%Q4 2022Q3 20234
Carr Financial Group Corp 440.09%0.10%0.12%Q4 2022Q3 20234
Portfolio Strategies, Inc. 440.00%0.00%0.01%Q4 2017Q3 20184
Meeder Advisory Services, Inc. 440.09%0.10%0.12%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.07%0.10%0.13%Q4 2022Q3 20234
EPACRIA CAPITAL PARTNERS, LLC 440.43%0.45%0.48%Q4 2022Q3 20234
ALPS ADVISORS INC 440.00%0.00%0.01%Q3 2013Q2 20144
VisionPoint Advisory Group, LLC 220.01%0.09%0.19%Q2 2020Q3 20234
Truvestments Capital LLC 310.01%0.02%0.05%Q3 2018Q3 20194
B. Metzler seel. Sohn & Co. Holding AG 440.02%0.03%0.03%Q4 2020Q3 20214
GlobalBridge, Inc. 440.14%0.15%0.16%Q2 2013Q1 20144
BRIGHTON JONES LLC 440.02%0.02%0.03%Q4 2022Q3 20234
ROTHSCHILD INVESTMENT LLC /IL 440.03%0.03%0.03%Q4 2015Q3 20164
Salient Capital Advisors, LLC 310.01%0.01%0.03%Q2 2014Q3 20164
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.01%0.25%0.45%Q2 2013Q1 20144
P.R. Herzig & Co. Inc. 440.59%1.63%2.46%Q2 2013Q1 20144
Capital Square, LLC 440.33%0.39%0.46%Q1 2020Q4 20204
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 440.08%0.09%0.10%Q4 2016Q3 20174
Man Investments Ltd 440.06%0.13%0.21%Q3 2013Q2 20144
AVIANCE CAPITAL MANAGEMENT, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Hudson Bay Capital Management LP 210.02%0.05%0.09%Q2 2016Q2 20234
Echo Street Capital Management LLC 110.00%0.01%0.02%Q2 2020Q3 20224
FIRST HORIZON CORP 310.00%0.02%0.09%Q2 2013Q2 20214
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Hayden Royal, LLC 310.12%0.16%0.26%Q4 2018Q1 20204
Signature Wealth Management Group 440.00%0.00%0.01%Q4 2017Q3 20184
Wakefield Asset Management LLLP 311.02%1.18%1.38%Q4 2019Q3 20234
Winthrop Partners - WNY, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Resurgent Financial Advisors LLC 440.03%0.05%0.09%Q4 2022Q3 20234
Paradiem, LLC 441.43%1.52%1.58%Q4 2020Q3 20214
Burns Matteson Capital Management, LLC 440.24%0.36%0.50%Q1 2021Q4 20214
FDO Partners, LLC 220.16%0.48%0.69%Q4 2015Q1 20174
Cypress Capital Group 220.03%0.05%0.07%Q4 2021Q3 20234
Prime Capital Investment Advisors, LLC 310.01%0.03%0.05%Q4 2018Q3 20234
XR Securities LLC 220.00%0.08%0.29%Q3 2018Q4 20184
6 Meridian 440.05%0.05%0.06%Q1 2018Q4 20184
Spectrum Management Group, LLC 310.00%0.03%0.04%Q4 2013Q4 20184
BUILDER INVESTMENT GROUP INC /ADV 440.59%0.64%0.74%Q4 2022Q3 20234
Bowling Portfolio Management LLC 440.42%0.64%0.88%Q1 2016Q4 20164
Financial Advocates Investment Management 440.03%0.03%0.03%Q4 2017Q3 20184
F&C Asset Management plc 440.03%0.03%0.03%Q2 2013Q1 20144
Ellsworth Advisors, LLC 441.30%1.36%1.40%Q2 2020Q1 20214
Exchange Capital Management, Inc. 210.00%0.00%0.01%Q1 2014Q2 20164
Day & Ennis, LLC 210.06%0.07%0.08%Q1 2022Q3 20234
HFG Advisors, Inc. 440.28%0.44%0.61%Q4 2022Q3 20234
Essex Financial Services, Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
Pegasus Asset Management, Inc. 440.10%0.11%0.12%Q4 2022Q3 20234
Crestline Management, LP 210.05%0.18%0.43%Q4 2021Q3 20234
FMA ADVISORY INC 310.00%0.24%0.34%Q2 2013Q2 20154
Steinberg Global Asset Management 440.09%0.09%0.10%Q4 2013Q3 20144
COMERICA SECURITIES,INC. 440.03%0.03%0.04%Q4 2022Q3 20234
Stanley-Laman Group, Ltd. 310.06%0.07%0.09%Q1 2014Q4 20164
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.02%0.03%Q1 2022Q3 20234
Power Corp of Canada 440.48%0.88%1.19%Q1 2022Q4 20224
First Farmers & Merchants Bank / Trust 440.35%0.41%0.45%Q4 2021Q3 20224
GAMCO INVESTORS, INC. ET AL 440.01%0.01%0.01%Q1 2019Q4 20194
Zions Trust, National Association 440.01%0.03%0.04%Q4 2013Q3 20144
Life Planning Partners, Inc 440.04%0.04%0.04%Q4 2021Q3 20224
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Dominguez Wealth Management Solutions, Inc. 441.48%1.62%1.77%Q4 2022Q3 20234
City State Bank 220.00%0.10%0.20%Q4 2021Q3 20234
EP Wealth Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Goodwin Investment Advisory 220.05%0.07%0.10%Q1 2021Q4 20224
TITLEIST CAPITAL, LLC 310.05%0.08%0.11%Q4 2021Q4 20224
Wealth Quarterback LLC 220.02%0.02%0.04%Q4 2019Q3 20214
ADVANCE CAPITAL I INC 440.77%0.88%1.00%Q2 2014Q1 20154
Pearl River Capital, LLC 210.17%0.36%0.59%Q2 2019Q4 20224
Prana Capital Management, LP 110.90%2.70%6.59%Q3 2019Q4 20214
CARDEROCK CAPITAL MANAGEMENT INC 440.21%0.25%0.30%Q3 2013Q2 20144
Invictus RG Pte. Ltd. 310.01%0.06%0.18%Q2 2013Q2 20154
Global Financial Private Capital, Inc 310.00%0.03%0.05%Q1 2018Q2 20194
HIGHLAND CAPITAL MANAGEMENT LP 210.01%0.11%0.40%Q2 2014Q3 20184
ARGENT TRUST COMPANY, N.A. 440.08%0.16%0.19%Q3 2013Q2 20144
Riverwater Partners LLC 440.34%0.45%0.71%Q4 2021Q3 20224
New Millennium Group LLC 440.03%0.03%0.04%Q2 2022Q1 20234
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.01%0.03%Q1 2020Q1 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.01%Q4 2021Q1 20234
Cutter & CO Brokerage, Inc. 440.12%0.18%0.24%Q1 2016Q4 20164
Capstone Financial Group, Inc. 440.17%0.23%0.34%Q4 2019Q3 20204
First Affirmative Financial Network 310.25%0.27%0.29%Q4 2022Q4 20234
ELEFANTE MICHAEL B 440.04%0.07%0.09%Q2 2013Q1 20144
HENNESSY ADVISORS INC 440.31%0.36%0.44%Q1 2022Q4 20224
Gillson Capital LP 211.14%1.98%2.56%Q2 2017Q2 20204
LEVEL FOUR FINANCIAL, LLC 440.18%0.21%0.22%Q4 2020Q3 20214
1834 INVESTMENT ADVISORS CO 310.00%0.01%0.02%Q4 2017Q2 20194
MADISON INVESTMENT HOLDINGS INC 440.01%0.18%0.25%Q2 2016Q1 20174
Bank Pictet & Cie (Europe) AG 440.11%0.15%0.18%Q4 2013Q3 20144
MONETTA FINANCIAL SERVICES INC 440.33%0.50%0.88%Q4 2015Q3 20164
Souders Financial Advisors 440.10%0.14%0.21%Q1 2022Q4 20224
RAYNER & HAYNOR 440.37%0.40%0.43%Q4 2013Q3 20144
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Alley Co LLC 441.67%1.79%1.87%Q2 2013Q1 20144
BCR Wealth Strategies, LLC 440.04%0.05%0.05%Q4 2021Q3 20224
HABERER REGISTERED INVESTMENT ADVISOR INC 440.02%0.02%0.03%Q2 2014Q1 20154
Laraway Financial Advisors Inc 310.20%0.23%0.27%Q1 2022Q3 20234
Lokken Investment Group LLC 440.15%0.16%0.18%Q4 2022Q3 20234
JACKSON SQUARE CAPITAL, LLC 440.01%0.02%0.04%Q4 2019Q3 20204
SPECTRUM ADVISORY SERVICES INC 440.18%0.19%0.20%Q2 2013Q1 20144
BLUESTEIN R H & CO LLC 310.01%0.01%0.02%Q4 2019Q2 20214
Advisory Alpha, LLC 210.00%0.01%0.02%Q1 2019Q3 20204
Copperwynd Financial, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
IBEX WEALTH ADVISORS 210.00%0.11%0.16%Q4 2016Q3 20234
MMA ASSET MANAGEMENT LLC 440.19%0.22%0.25%Q1 2021Q4 20214
Boston Common Asset Management, LLC 440.14%0.20%0.30%Q2 2013Q1 20144
Wedmont Private Capital 440.04%0.04%0.04%Q4 2022Q3 20234
FIRST FOUNDATION ADVISORS 110.01%0.02%0.02%Q2 2014Q2 20174
Strategic Global Advisors, LLC 440.09%0.19%0.46%Q4 2016Q3 20174
PERSONAL CFO SOLUTIONS, LLC 310.04%0.05%0.07%Q4 2019Q3 20234
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
GABELLI FUNDS LLC 440.02%0.03%0.04%Q2 2013Q1 20144
Silicon Valley Capital Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Columbia Asset Management 440.10%0.15%0.25%Q4 2013Q3 20144
MCMILLION CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q2 2019Q1 20204
Bach Option Ltd 220.39%0.53%0.66%Q1 2016Q2 20164
Advisor Resource Council 310.02%0.04%0.07%Q2 2021Q2 20224
SRS Capital Advisors, Inc. 440.01%0.02%0.04%Q1 2018Q4 20184
CWA Asset Management Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
BECK MACK & OLIVER LLC 310.01%0.01%0.01%Q4 2013Q4 20144
Capital Asset Advisory Services LLC 210.05%0.07%0.09%Q4 2019Q2 20214
PALLADIEM, LLC 440.01%0.01%0.01%Q4 2014Q3 20154
ALPHASIMPLEX GROUP, LLC 440.39%0.46%0.57%Q1 2019Q4 20194
Cordasco Financial Network 310.02%0.02%0.02%Q4 2013Q1 20194
RFP Financial Group LLC 440.02%0.03%0.05%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Elkhorn Investments, LLC 441.07%1.13%1.18%Q1 2017Q4 20174
Nalls Sherbakoff Group, LLC 310.00%0.00%0.00%Q4 2018Q3 20234
Carmel Capital Partners, LLC 440.12%0.13%0.15%Q4 2022Q3 20234
RiverFront Investment Group, LLC 440.38%0.58%1.05%Q4 2008Q3 20094
Constellation Wealth Advisors, LLC 440.06%0.11%0.15%Q3 2014Q2 20154
DAYMARK WEALTH PARTNERS, LLC 440.15%0.23%0.41%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
361 CAPITAL LLC 210.08%0.23%0.35%Q2 2017Q1 20194
DoubleLine ETF Adviser LP 440.19%0.23%0.30%Q4 2022Q3 20234
Nikko Asset Management Americas, Inc. 440.01%0.01%0.02%Q4 2016Q3 20174
New Hampshire Trust 440.12%0.13%0.15%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.50%0.56%0.64%Q4 2022Q3 20234
Corient Private Wealth LLC 440.03%0.09%0.11%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RDA Financial Network 440.11%0.13%0.16%Q2 2022Q1 20234
Register Financial Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.69%0.84%0.99%Q4 2022Q3 20234
Bernardo Wealth Planning LLC 440.13%0.16%0.18%Q1 2019Q4 20194
New England Capital Financial Advisors LLC 440.13%0.15%0.16%Q4 2022Q3 20234
TFC Financial Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
River Wealth Advisors LLC 330.04%0.04%0.05%Q2 2018Q4 20183
Pegasus Partners Ltd. 330.29%0.30%0.30%Q2 2016Q4 20163
D. SCOTT NEAL, INC. 110.00%0.00%0.00%Q4 2015Q1 20183
Bristlecone Advisors, LLC 110.03%0.05%0.07%Q3 2017Q4 20193
Alpine Global Management, LLC 110.04%0.08%0.11%Q4 2014Q2 20203
Cerebellum GP, LLC 110.12%0.18%0.30%Q4 2017Q2 20203
Lowe Wealth Advisors, LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Schooner Investment Group, LLC. 210.15%0.33%0.67%Q3 2013Q3 20153
Quantamental Technologies LLC 110.14%0.29%0.52%Q1 2020Q1 20233
Diametric Capital, LP 210.15%0.61%1.41%Q1 2021Q4 20223
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Crabel Capital Management, LLC 210.20%0.23%0.26%Q1 2019Q4 20193
MKD WEALTH COACHES, LLC 330.07%0.07%0.08%Q4 2018Q2 20193
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Ballew Advisors, Inc 330.03%0.03%0.04%Q1 2018Q3 20183
Tibra Equities Europe Ltd 110.08%0.25%0.55%Q1 2019Q3 20203
Midwest Professional Planners, LTD. 330.00%0.01%0.01%Q4 2017Q2 20183
Bluefin Trading, LLC 110.02%0.04%0.07%Q3 2013Q4 20193
MARSHALL WACE ASIA Ltd 110.03%0.08%0.13%Q1 2017Q4 20193
Sarasin & Partners LLP 330.04%0.04%0.05%Q4 2013Q2 20143
Oak Thistle LLC 210.25%0.36%0.55%Q1 2022Q1 20233
Full Sail Capital, LLC 210.02%0.02%0.03%Q4 2022Q3 20233
RIVER GLOBAL INVESTORS LLP 330.04%0.05%0.06%Q4 2015Q2 20163
ABNER HERRMAN & BROCK LLC 330.06%0.07%0.07%Q1 2014Q3 20143
Baldrige Asset Management LLC 210.00%0.00%0.00%Q2 2021Q1 20233
TrinityPoint Wealth, LLC 210.04%0.04%0.05%Q4 2022Q3 20233
DRW Securities, LLC 110.01%0.02%0.05%Q4 2017Q2 20233
EMG Holdings, L.P. 110.08%0.14%0.26%Q4 2021Q2 20223
OSTRUM ASSET MANAGEMENT 330.22%0.24%0.28%Q1 2023Q3 20233
TWINBEECH CAPITAL LP 110.03%0.25%0.51%Q4 2019Q3 20223
GREAT VALLEY ADVISOR GROUP, INC. 210.01%0.01%0.01%Q4 2022Q3 20233
Golden State Wealth Management, LLC 210.00%0.00%0.01%Q2 2019Q1 20203
Realta Investment Advisors 210.01%0.02%0.03%Q1 2019Q4 20193
NorthCoast Asset Management LLC 210.21%0.23%0.26%Q3 2014Q1 20173
Meridian Wealth Partners, LLC 210.01%0.01%0.02%Q4 2019Q1 20213
Red Door Wealth Management, LLC 210.02%0.02%0.02%Q1 2020Q2 20213
Alyeska Investment Group, L.P. 110.06%0.09%0.17%Q2 2016Q1 20233
tru Independence LLC 330.16%0.17%0.18%Q4 2019Q2 20203
GTS SECURITIES LLC 110.00%0.00%0.01%Q3 2023Q3 20233
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.00%0.00%0.00%Q2 2021Q2 20223
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.35%0.60%0.78%Q1 2018Q3 20183
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Great Lakes Retirement, Inc. 330.07%0.07%0.08%Q1 2023Q3 20233
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2013Q3 20183
Columbia Trust Co 01012016 330.22%0.41%0.60%Q4 2019Q2 20203
CAAS CAPITAL MANAGEMENT LP 110.01%0.17%0.49%Q2 2020Q4 20213
Menard Financial Group LLC 210.23%0.34%0.49%Q4 2019Q3 20203
PAX Financial Group, LLC 330.11%0.14%0.17%Q1 2021Q3 20213
TFG Advisers LLC 210.01%0.07%0.12%Q4 2019Q3 20233
Schonfeld Group Holdings LLC 210.06%0.11%0.16%Q4 2013Q3 20153
GLG INC. 330.07%0.08%0.10%Q2 2013Q4 20133
Truadvice, LLC 210.04%0.09%0.12%Q2 2021Q2 20233
Sunnymeath Asset Management, Inc. 210.01%0.17%0.49%Q1 2016Q4 20163
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
GoalVest Advisory LLC 330.01%0.01%0.01%Q2 2023Q4 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.03%0.03%0.04%Q3 2022Q1 20233
WOODWARD DIVERSIFIED CAPITAL, LLC 330.17%0.17%0.18%Q4 2020Q2 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
DARK FOREST CAPITAL MANAGEMENT LP 110.01%0.02%0.03%Q3 2021Q3 20233
ADVOCATE GROUP LLC 330.06%0.07%0.09%Q2 2022Q4 20223
Clarity Financial LLC 210.04%0.04%0.05%Q4 2022Q3 20233
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Revisor Wealth Management LLC 330.25%0.27%0.30%Q1 2023Q3 20233
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Pine Haven Investment Counsel, Inc 210.20%0.22%0.24%Q4 2022Q3 20233
GUARDIAN WEALTH ADVISORS, LLC / NC 330.04%0.05%0.05%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.04%0.12%Q4 2021Q4 20223
EUDAIMONIA ADVISORS LLC 210.14%0.14%0.16%Q4 2022Q3 20233
Mid-American Wealth Advisory Group, Inc. 210.70%0.74%0.79%Q4 2021Q2 20233
Altrius Capital Management Inc 210.10%0.10%0.11%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
Citizens Business Bank 330.05%0.07%0.08%Q3 2020Q1 20213
Strategic Investment Solutions, Inc. /IL 330.01%0.02%0.04%Q1 2023Q3 20233
Phillips Wealth Planners LLC 330.59%0.63%0.69%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
GEM Asset Management, LLC 330.18%0.32%0.41%Q1 2023Q3 20233
Cassaday & Co Wealth Management LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
B.O.S.S. Retirement Advisors, LLC 330.39%0.45%0.48%Q2 2023Q4 20233
TFB Advisors LLC 330.30%0.40%0.50%Q4 2022Q2 20233
Vinva Investment Management Ltd 330.11%0.11%0.12%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.32%0.34%0.37%Q1 2023Q3 20233
Imprint Wealth LLC 330.20%0.23%0.28%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 330.62%0.65%0.71%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.18%0.20%0.24%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.16%0.19%0.20%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.16%0.20%0.22%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ORG Partners LLC 330.10%0.16%0.24%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Seminole Management Co., Inc. 331.78%2.67%3.37%Q2 2013Q4 20133
Cutler Capital Management, LLC 330.06%0.09%0.11%Q2 2015Q4 20153
HAZLETT, BURT & WATSON, INC. 210.00%0.00%0.00%Q1 2022Q3 20233
Aris Wealth Services, Inc. 330.01%0.03%0.05%Q1 2015Q3 20153
Advisors Capital Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
CALDWELL SUTTER CAPITAL, INC. 330.09%0.10%0.11%Q1 2023Q3 20233
SEARLE & CO. 330.02%0.02%0.02%Q4 2014Q2 20153
Jane Street Holding, LLC 330.01%0.02%0.03%Q2 2013Q4 20133
Stux Capital Management, LLC 330.14%0.30%0.59%Q4 2013Q2 20143
OSTERWEIS CAPITAL MANAGEMENT INC 210.00%0.01%0.01%Q2 2013Q4 20223
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.00%0.00%0.01%Q2 2017Q4 20173
Graham Capital Management, L.P. 330.09%0.18%0.32%Q1 2023Q3 20233
U S GLOBAL INVESTORS INC 330.23%0.32%0.40%Q1 2016Q3 20163
Nuveen Fund Advisors, LLC 330.06%0.08%0.10%Q2 2016Q4 20163
Truehand, Inc 210.01%0.01%0.01%Q4 2018Q4 20203
BANKERS TRUST CO 330.21%0.22%0.24%Q2 2013Q4 20133
Avalon Investment & Advisory 330.39%0.42%0.45%Q2 2016Q4 20163
FIRST NATIONAL CORP /MA/ /ADV 330.06%0.07%0.08%Q1 2023Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.01%Q4 2019Q2 20203
CAUSEWAY CAPITAL MANAGEMENT LLC 330.81%0.98%1.08%Q3 2020Q1 20213
RESOURCE CONSULTING GROUP INC 330.21%0.22%0.24%Q4 2021Q2 20223
NatWest Group plc 210.01%0.01%0.02%Q4 2014Q3 20153
JUMP TRADING, LLC 210.02%0.19%0.52%Q2 2019Q1 20203
BTR CAPITAL MANAGEMENT INC 330.06%0.06%0.07%Q2 2013Q4 20133
Grisanti Capital Management LLC 330.85%1.00%1.15%Q1 2016Q3 20163
SPOT TRADING L.L.C. 220.00%0.11%0.21%Q2 2017Q3 20173
ARVEST TRUST CO N A 210.03%0.05%0.08%Q3 2022Q3 20233
AGF MANAGEMENT LTD 210.32%0.38%0.44%Q4 2022Q3 20233
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 330.20%0.24%0.32%Q1 2017Q3 20173
LCNB CORP 330.09%0.10%0.10%Q4 2022Q2 20233
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 330.00%0.00%0.00%Q2 2013Q4 20133
LANDAAS & CO /WI /ADV 210.04%0.04%0.05%Q3 2017Q2 20183
ICON ADVISERS INC/CO 210.03%0.06%0.10%Q2 2013Q1 20173
CHILTON CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q2 2013Q4 20133
CUE ADVISORY SERVICES, INC. 330.47%0.51%0.56%Q4 2014Q2 20153
Industrial Alliance Investment Management Inc. 330.01%0.02%0.04%Q3 2022Q1 20233
JACKSON PARK CAPITAL, LLC 212.73%2.97%3.12%Q4 2014Q3 20153
Graticule Asia Macro Advisors LLC 330.01%0.02%0.02%Q1 2018Q3 20183
Intersect Capital LLC 210.03%0.03%0.04%Q4 2014Q1 20223
Lincoln Capital LLC 330.06%0.06%0.06%Q4 2021Q2 20223
Sound View Wealth Advisors, LLC 220.64%0.65%0.67%Q4 2018Q1 20192
Standard Investments LLC 220.06%0.06%0.07%Q4 2013Q1 20142
Riggs Asset Managment Co. Inc. 110.02%0.02%0.02%Q4 2014Q3 20152
CTC Capital Management, LLC 220.21%0.73%1.26%Q3 2022Q4 20222
Voleon Capital Management LP 110.11%0.19%0.26%Q2 2019Q4 20192
Hoover Financial Advisors, Inc. 110.00%0.00%0.01%Q4 2020Q2 20212
STIFEL NICOLAUS & CO INC \MO\ 220.17%0.17%0.18%Q2 2013Q3 20132
Vise Technologies, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
Parisi Gray Wealth Management 110.01%0.01%0.01%Q1 2019Q2 20212
Avalon Trust Co 220.00%0.00%0.00%Q1 2023Q2 20232
EPG Wealth Management LLC 220.00%0.01%0.01%Q4 2019Q1 20202
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2013Q3 20232
Davis Capital Management 220.13%0.13%0.14%Q1 2020Q2 20202
Sepio Capital, LP 220.02%0.02%0.02%Q4 2022Q1 20232
Pictet North America Advisors SA 220.15%0.15%0.15%Q2 2016Q3 20162
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Investment Management Corp of Ontario 220.03%0.04%0.04%Q4 2022Q1 20232
Graypoint LLC 220.03%0.04%0.04%Q2 2023Q3 20232
Integrated Investment Consultants, LLC 110.01%0.01%0.01%Q1 2017Q1 20182
Peterson Financial Group, Inc. 220.59%0.66%0.72%Q2 2023Q3 20232
Madden Advisory Services, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
Annex Advisory Services, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Seed Wealth Management, Inc. 110.23%0.24%0.24%Q4 2022Q3 20232
KDI CAPITAL PARTNERS LLC 220.04%0.05%0.07%Q2 2018Q3 20182
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Inspire Advisors, LLC 220.04%0.06%0.08%Q4 2020Q1 20212
Mendota Financial Group, LLC 220.02%0.02%0.03%Q4 2022Q1 20232
ORRSTOWN FINANCIAL SERVICES INC 220.02%0.02%0.02%Q2 2019Q3 20192
Clear Harbor Asset Management, LLC 110.01%0.02%0.02%Q4 2019Q3 20202
QCM Cayman, Ltd. 110.06%0.09%0.13%Q1 2014Q2 20162
Dynamic Advisor Solutions LLC 110.01%0.01%0.02%Q1 2022Q3 20232
Platte River Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2022Q3 20232
Price Capital Management, Inc. 220.02%0.38%0.74%Q3 2019Q4 20192
ALETHEA CAPITAL MANAGEMENT, LLC 110.64%0.72%0.81%Q3 2015Q3 20182
Meristem Family Wealth, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Foundations Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TEALWOOD ASSET MANAGEMENT INC 220.76%0.79%0.82%Q1 2013Q2 20132
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q4 20192
Kepos Capital LP 110.17%0.19%0.22%Q4 2017Q3 20182
Bruderman Asset Management, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Quad-Cities Investment Group, LLC 220.04%0.04%0.04%Q2 2018Q3 20182
Empowered Funds, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Marmo Financial Group, LLC 110.20%0.20%0.20%Q4 2022Q3 20232
Indices-Pac Research Corp. 110.19%0.28%0.38%Q2 2013Q4 20132
Gateway Advisory, LLC 110.06%0.07%0.07%Q1 2017Q4 20172
Grant Street Asset Management, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
INSIGNEO ADVISORY SERVICES, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
Royal Capital Wealth Management, LLC 110.20%0.22%0.24%Q4 2022Q3 20232
Baltimore-Washington Financial Advisors, Inc. 220.00%0.00%0.00%Q3 2014Q4 20142
SG3 Management, LLC 220.01%0.01%0.02%Q3 2020Q4 20202
Santa Fe Partners LLC 110.04%0.20%0.36%Q2 2013Q3 20152
Smart Portfolios, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Congress Wealth Management LLC / DE / 110.00%0.00%0.01%Q4 2022Q3 20232
Castleview Partners, LLC 110.01%0.08%0.16%Q2 2021Q4 20212
DE BURLO GROUP INC 110.01%0.01%0.01%Q1 2022Q3 20222
ARGI Investment Services, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.11%0.22%Q4 2017Q3 20232
MUHLENKAMP & CO INC 220.07%0.08%0.08%Q1 2017Q2 20172
NORTHPOINTE CAPITAL LLC 220.32%0.38%0.44%Q2 2016Q3 20162
ARGENT TRUST Co 220.07%0.07%0.08%Q2 2016Q3 20162
FIRST BUSINESS FINANCIAL SERVICES, INC. 220.09%0.09%0.09%Q4 2013Q1 20142
HANSEATIC MANAGEMENT SERVICES INC 220.42%0.46%0.51%Q2 2016Q3 20162
Beck Bode, LLC 222.00%2.21%2.42%Q2 2023Q3 20232
Winchester Group Inc. 220.09%0.09%0.10%Q2 2013Q3 20132
WealthOne, LLC 110.02%0.05%0.08%Q4 2018Q1 20222
TIVERTON ASSET MANAGEMENT LLC 220.01%0.02%0.03%Q4 2017Q1 20182
PEDDOCK CAPITAL ADVISORS, LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Catalyst Wealth Management, LLC 221.38%1.44%1.50%Q4 2022Q1 20232
Antonetti Capital Management LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Q3 Asset Management 110.10%0.51%0.92%Q1 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.18%0.20%0.22%Q4 2014Q1 20152
FULTON BREAKEFIELD BROENNIMAN LLC 220.03%0.03%0.03%Q3 2019Q4 20192
Harvest Fund Management Co., Ltd 110.01%0.01%0.01%Q4 2017Q3 20232
Milestone Investment Advisors LLC 110.01%0.01%0.02%Q1 2023Q3 20232
CTC Alternative Strategies, Ltd. 110.24%0.25%0.27%Q2 2014Q2 20232
Risk Paradigm Group, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
FULTON BANK, N.A. 220.01%0.01%0.01%Q4 2020Q1 20212
Rhenman & Partners Asset Management AB 220.55%0.60%0.66%Q2 2014Q3 20142
Symmetry Investments LP 110.05%0.19%0.34%Q4 2022Q3 20232
CHATHAM CAPITAL GROUP, INC. 110.05%0.05%0.05%Q4 2022Q3 20232
Taylor Wealth Management Partners 220.01%0.01%0.01%Q1 2015Q2 20152
VIKING GLOBAL INVESTORS LP 110.24%0.68%1.12%Q4 2015Q2 20172
Bridgeworth, LLC 110.02%0.03%0.03%Q2 2018Q4 20222
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2019Q4 20192
IMS Capital Management 110.02%0.13%0.24%Q1 2014Q3 20182
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 220.31%0.32%0.33%Q2 2013Q3 20132
FLOSSBACH VON STORCH AG 220.00%0.00%0.00%Q4 2017Q1 20182
Aveo Capital Partners, LLC 220.06%0.06%0.06%Q3 2022Q4 20222
PATTON FUND MANAGEMENT, INC. 220.06%0.26%0.46%Q4 2022Q1 20232
Orbis Allan Gray Ltd 220.12%0.16%0.21%Q1 2016Q2 20162
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20162
Kerntke Otto McGlone Wealth Management Group 220.08%0.09%0.11%Q1 2021Q2 20212
Matarin Capital Management, LLC 110.24%0.25%0.26%Q2 2013Q1 20142
G&S Capital LLC 220.66%0.71%0.75%Q2 2023Q3 20232
Missouri Trust & Investment Co 220.01%0.02%0.02%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.03%0.03%0.04%Q2 2023Q3 20232
MANA Advisors LLC 110.44%0.82%1.20%Q1 2018Q1 20192
iA Global Asset Management Inc. 220.04%0.06%0.08%Q2 2023Q3 20232
S.A. Mason LLC 220.01%0.02%0.04%Q4 2019Q1 20202
THOROUGHBRED FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q4 2022Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.11%0.11%0.11%Q2 2013Q3 20132
Arete Wealth Advisors, LLC 110.02%0.03%0.03%Q4 2022Q2 20232
Syverson Strege & Co 110.00%0.00%0.01%Q3 2021Q1 20232
First Capital Advisors Group, LLC. 110.02%0.02%0.02%Q1 2018Q2 20232
AMBS INVESTMENT COUNSEL LLC 221.93%1.93%1.93%Q2 2013Q3 20132
PRW Wealth Management LLC 220.01%0.04%0.06%Q4 2018Q1 20192
Aquatic Capital Management LLC 110.13%0.16%0.19%Q1 2022Q3 20222
Genesis Wealth Advisors, LLC 220.04%0.04%0.04%Q1 2015Q2 20152
OLD MISSION CAPITAL LLC 110.02%0.14%0.26%Q1 2020Q2 20212
American Financial Network Advisory Services LLC 220.08%0.08%0.08%Q3 2017Q4 20172
Symphony Financial, Ltd. Co. 220.18%0.21%0.25%Q1 2020Q2 20202
DECADE CAPITAL MANAGEMENT LLC 110.66%0.67%0.68%Q2 2013Q2 20142
Emerald Acquisition Ltd. 220.08%0.08%0.09%Q2 2016Q3 20162
Enlightenment Research, LLC 110.24%0.26%0.29%Q4 2018Q1 20202
Tuscan Ridge Asset Management LLC 110.04%0.07%0.09%Q4 2018Q4 20182
Douglas Lane & Associates, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
Adero Partners, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Jackson, Grant Investment Advisers, Inc. 110.00%0.01%0.01%Q4 2015Q4 20182
Daiwa SB Investments Ltd. 220.04%0.05%0.06%Q4 2018Q1 20192
Zweig-DiMenna Associates LLC 220.03%0.03%0.03%Q3 2016Q4 20162
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Athanor Capital, LP 220.01%0.03%0.05%Q4 2020Q1 20212
OXFORD ASSET MANAGEMENT LLP 110.02%0.02%0.02%Q4 2018Q4 20192
Austin Private Wealth, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
Well Done, LLC 110.02%0.02%0.02%Q1 2018Q4 20182
Ballast, Inc. 220.12%0.13%0.14%Q2 2023Q3 20232
Cranbrook Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Navis Wealth Advisors, LLC 220.09%0.13%0.17%Q4 2020Q1 20212
Ruggie Capital Group 110.00%0.01%0.01%Q4 2017Q2 20192
Firestone Capital Management 220.00%0.00%0.01%Q4 2019Q1 20202
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Oxler Private Wealth LLC 110.04%0.04%0.04%Q4 2020Q2 20222
Leucadia National 220.01%0.03%0.06%Q4 2022Q1 20232
FIDUCIENT ADVISORS LLC 220.07%0.07%0.07%Q4 2020Q1 20212
Claybrook Capital, LLC 110.02%0.06%0.10%Q4 2018Q2 20212
UNION SAVINGS BANK 220.07%0.08%0.08%Q2 2023Q3 20232
Tradeworx Inc. 110.17%0.18%0.18%Q1 2013Q1 20142
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
INVESCO, LLC 220.85%0.91%0.97%Q2 2023Q3 20232
Connectus Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Narwhal Capital Management 220.43%0.45%0.47%Q2 2013Q3 20132
Legg Mason Asset Management (Japan) Co., Ltd. 220.90%0.91%0.91%Q2 2013Q3 20132
CR Intrinsic Investors, LLC 220.07%0.09%0.12%Q2 2013Q3 20132
GARGOYLE INVESTMENT ADVISOR L.L.C. 220.94%0.99%1.04%Q1 2017Q2 20172
Guardian Wealth Advisors, LLC 110.01%0.08%0.15%Q1 2021Q3 20232
Capitolis Advisors LLC 110.07%0.11%0.15%Q4 2020Q4 20212
MQS Management LLC 220.17%0.29%0.40%Q1 2022Q2 20222
Monument Capital Management 220.08%0.09%0.10%Q2 2023Q3 20232
Arkos Global Advisors 110.04%0.04%0.04%Q1 2023Q3 20232
Holistic Financial Partners 220.03%0.03%0.03%Q4 2017Q1 20182
RPG Investment Advisory, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Axim Planning & Wealth 220.00%0.00%0.00%Q2 2022Q3 20222
First Financial Bank - Trust Division 220.05%0.06%0.06%Q1 2013Q2 20132
Bank of Kentucky, Inc. 220.00%0.00%0.00%Q3 2013Q4 20132
Rezny Wealth Management, Inc. 220.00%0.01%0.01%Q2 2015Q3 20152
San Luis Wealth Advisors LLC 110.09%0.16%0.24%Q4 2020Q1 20222
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20232
Sterling Financial Planning, Inc. 220.02%0.03%0.03%Q2 2021Q3 20212
Svenska Handelsbanken AB (publ) 220.46%0.55%0.64%Q2 2016Q3 20162
Tributary Capital Management, LLC 220.00%0.26%0.53%Q2 2013Q3 20132
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 110.03%0.04%0.04%Q4 2022Q3 20232
Five Oceans Advisors 220.13%0.14%0.15%Q2 2023Q3 20232
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.01%Q3 2013Q1 20172
DIXON HUBARD FEINOUR & BROWN INC/VA 220.02%0.02%0.02%Q4 2021Q1 20222
Asset Advisors Investment Management, LLC 110.01%0.01%0.02%Q3 2018Q2 20202
Edmond de Rothschild (Europe) 220.04%0.07%0.09%Q2 2016Q3 20162
Vantage Consulting Group Inc 110.01%0.07%0.14%Q4 2020Q3 20232
Mach-1 Financial Group, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
TKG Advisors, LLC 220.64%0.67%0.71%Q2 2023Q3 20232
Alpha DNA Investment Management LLC 220.03%0.04%0.05%Q4 2020Q1 20212
BANK PICTET & CIE (ASIA) LTD 220.41%0.43%0.45%Q2 2023Q3 20232
DUFF & PHELPS INVESTMENT MANAGEMENT CO 220.02%0.03%0.03%Q2 2013Q3 20132
Country Club Trust Company, n.a. 220.04%0.06%0.08%Q2 2013Q3 20132
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q4 20192
Intrua Financial, LLC 220.06%0.15%0.23%Q4 2022Q1 20232
FNY Managed Accounts LLC 110.01%0.06%0.11%Q1 2016Q4 20172
Timber Hill LLC 110.01%0.02%0.04%Q2 2016Q1 20182
COUNTRY FUND MANAGEMENT 222.00%2.04%2.09%Q2 2013Q3 20132
Strategic Blueprint, LLC 110.01%0.01%0.01%Q3 2019Q2 20212
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Aaron Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q3 20232
Wealth Advisory Solutions, LLC 220.88%1.05%1.22%Q3 2020Q4 20202
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Founders Financial Alliance, LLC 110.03%0.10%0.18%Q3 2020Q2 20222
Fulcrum Capital LLC 220.10%0.53%0.97%Q4 2017Q1 20182
Archipel Asset Management AB 221.00%1.10%1.21%Q2 2014Q3 20142
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Artemis Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Fifth Third Wealth Advisors LLC 220.18%0.20%0.21%Q3 2023Q4 20232
RKL Wealth Management LLC 110.07%0.09%0.12%Q4 2016Q3 20172
WealthBridge Capital Management, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
REYNOLDS CAPITAL MANAGEMENT LLC 220.12%0.12%0.13%Q4 2013Q1 20142
PERRITT CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q4 2022Q1 20232
Bell Rock Capital LLC 220.01%0.01%0.01%Q3 2019Q4 20192
READYSTATE ASSET MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20232
INCEPTIONR LLC 220.16%0.18%0.20%Q1 2023Q2 20232
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Parplus Partners 110.09%0.09%0.09%Q4 2019Q4 20191
Triangle Securities Wealth Management 110.03%0.03%0.03%Q2 2013Q2 20131
JUPITER ASSET MANAGEMENT LTD 110.03%0.03%0.03%Q3 2021Q3 20211
Fusion Investment Group, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Visionary Asset Management, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
CIM INVESTMENT MANAGEMENT INC 110.28%0.28%0.28%Q1 2016Q1 20161
MCIA Inc 110.00%0.00%0.00%Q2 2017Q2 20171
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BFSG, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Delta Lloyd Asset Management N.V. 110.09%0.09%0.09%Q2 2017Q2 20171
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Northeast Financial Consultants Inc 110.01%0.01%0.01%Q3 2023Q3 20231
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
Quadrature Capital LLP 110.27%0.27%0.27%Q2 2015Q2 20151
Synergy Asset Management, LLC 111.89%1.89%1.89%Q2 2022Q2 20221
OmniStar Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q1 2023Q1 20231
Pinnacle Wealth Advisors 110.05%0.05%0.05%Q2 2021Q2 20211
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Litman Gregory Wealth Management LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Summit Global Investments 110.11%0.11%0.11%Q2 2022Q2 20221
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q4 2013Q4 20131
CAZENOVE CAPITAL MANAGEMENT LTD 110.04%0.04%0.04%Q2 2013Q2 20131
CYPRESS CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Lomas Capital Management, LLC 111.27%1.27%1.27%Q4 2013Q4 20131
KCS Wealth Advisory 110.02%0.02%0.02%Q3 2019Q3 20191
HCR Wealth Advisors 110.06%0.06%0.06%Q2 2019Q2 20191
FNY Partners Fund LP 110.02%0.02%0.02%Q1 2017Q1 20171
Perennial Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Meridian Wealth Management, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
NVWM, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Nine Chapters Capital Management LLC 110.18%0.18%0.18%Q3 2014Q3 20141
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Radnor Capital Management, LLC 111.01%1.01%1.01%Q3 2023Q3 20231
Motley Fool Wealth Management, LLC 110.06%0.06%0.06%Q2 2015Q2 20151
Ostrum Asset Management U.S., LLC 110.08%0.08%0.08%Q4 2018Q4 20181
ALLSTATE INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2022Q4 20221
PRING TURNER CAPITAL GROUP INC 110.05%0.05%0.05%Q4 2013Q4 20131
Pettinga Financial Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Asset Planning Services, Ltd. 110.05%0.05%0.05%Q2 2015Q2 20151
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Headlands Technologies LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
OLD POINT TRUST & FINANCIAL SERVICES N A 110.03%0.03%0.03%Q2 2023Q2 20231
JAMISON EATON & WOOD INC /NJ 110.00%0.00%0.00%Q3 2013Q3 20131
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.00%Q3 2018Q3 20181
Chiron Investment Management, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
SENTINEL ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2016Q1 20161
Pinz Capital Management, LP 111.01%1.01%1.01%Q4 2021Q4 20211
Capstone Investment Advisors (Netherlands), B.V. 110.32%0.32%0.32%Q2 2017Q2 20171
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Banco Santander, S.A. 110.00%0.00%0.00%Q1 2018Q1 20181
Sensato Investors LLC 110.06%0.06%0.06%Q3 2015Q3 20151
Wealthstar Advisors, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
Private Vista, LLC 110.05%0.05%0.05%Q3 2017Q3 20171
VIRGINIA RETIREMENT SYSTEM 110.05%0.05%0.05%Q1 2016Q1 20161
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Pinnacle Family Advisors, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.02%0.02%0.02%Q2 2017Q2 20171
Rather & Kittrell, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Scoria Capital Partners LP 110.89%0.89%0.89%Q3 2015Q3 20151
HOLT-SMITH ADVISORS INC 111.29%1.29%1.29%Q2 2013Q2 20131
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q1 20141
Arbor Wealth Management, LLC 110.58%0.58%0.58%Q4 2015Q4 20151
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Ausdal Financial Partners, Inc. 110.04%0.04%0.04%Q4 2015Q4 20151
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Private Capital Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
WHALEROCK POINT PARTNERS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
IronBridge Private Wealth, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lehman Financial Resources, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
WCG Wealth Advisors LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lebenthal Global Advisors, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SYNTAX ADVISORS, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
FIFTH LANE CAPITAL, LP 110.31%0.31%0.31%Q4 2022Q4 20221
HALL LAURIE J TRUSTEE 110.00%0.00%0.00%Q4 2020Q4 20201
Crestone Asset Management LLC 110.07%0.07%0.07%Q3 2023Q3 20231
CoreFirst Bank & Trust 110.02%0.02%0.02%Q4 2022Q4 20221
Gitterman Wealth Management, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
NewEdge Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Sandbox Financial Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.12%0.12%0.12%Q4 2021Q4 20211
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q1 2021Q1 20211
STEPH & CO 110.01%0.01%0.01%Q3 2023Q3 20231
COWA, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Strategic Financial Concepts, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Delos Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
JB Capital LLC 110.03%0.03%0.03%Q3 2021Q3 20211
TradeLink Global Equity LLC 110.11%0.11%0.11%Q4 2014Q4 20141
Diversified, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
McElhenny Sheffield Capital Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
CANYON CAPITAL ADVISORS LLC 110.21%0.21%0.21%Q4 2017Q4 20171
ForthRight Wealth Management, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Foster Group, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
KBI Global Investors Ltd 110.01%0.01%0.01%Q2 2016Q2 20161
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BIP Wealth, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
ENGINE NO. 1 LLC 110.05%0.05%0.05%Q4 2021Q4 20211
qPULA Trading Management LP 110.91%0.91%0.91%Q3 2021Q3 20211
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Credo Capital Management, LLC 110.17%0.17%0.17%Q4 2013Q4 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q3 2022Q3 20221
Anfield Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
MIZUHO MARKETS AMERICAS LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.08%0.08%0.08%Q1 2022Q1 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Delphia (USA) Inc. 110.28%0.28%0.28%Q3 2022Q3 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Oliver Luxxe Assets LLC 110.50%0.50%0.50%Q4 2015Q4 20151
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Madison Scottsdale, LC 110.12%0.12%0.12%Q3 2013Q3 20131
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Legacy CG, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Montecito Bank & Trust 110.09%0.09%0.09%Q3 2016Q3 20161
MAIRS & POWER INC 110.00%0.00%0.00%Q4 2019Q4 20191
Widmann Financial Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Financial Connections Group, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
StrongBox Wealth, LLC 110.12%0.12%0.12%Q4 2023Q4 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ACUITY INVESTMENT MANAGEMENT INC 110.10%0.10%0.10%Q3 2013Q3 20131
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
USA MUTUALS ADVISORS, INC. 110.00%0.00%0.00%Q2 2016Q2 20161
Veracity Capital LLC 110.42%0.42%0.42%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Operose Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Algebris Investments (UK) LLP 110.04%0.04%0.04%Q4 2016Q4 20161
CARDIFF PARK ADVISORS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Argent Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
Regent Peak Wealth Advisors LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Corton Capital Inc. 110.30%0.30%0.30%Q3 2022Q3 20221
Meritage Group LP 110.06%0.06%0.06%Q4 2016Q4 20161
NWK Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Blackston Financial Advisory Group, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
GFS Advisors, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Irish Life Investment Managers Ltd. 110.14%0.14%0.14%Q2 2013Q2 20131
Kula Investments, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Future Financial Wealth Managment LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BluePath Capital Management, LLC 114.71%4.71%4.71%Q3 2023Q3 20231
AXS Investments LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q2 2016Q2 20161
Secure Asset Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
My Personal CFO, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q1 2021Q1 20211
iSAM Funds (UK) Ltd 110.41%0.41%0.41%Q1 2023Q1 20231
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Walker Asset Management, LLC 110.29%0.29%0.29%Q4 2023Q4 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.04%0.04%0.04%Q3 2023Q3 20231
Empirical Asset Management, LLC 110.54%0.54%0.54%Q3 2023Q3 20231
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q3 2016Q3 20161
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
1900 WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q3 2023Q3 20231
B & T Capital Management DBA Alpha Capital Management 110.92%0.92%0.92%Q3 2016Q3 20161
BENJAMIN EDWARDS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Gyon Technologies Capital Management, LP 110.15%0.15%0.15%Q1 2021Q1 20211
Savior LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Cinctive Capital Management LP 110.25%0.25%0.25%Q3 2020Q3 20201
Marcum Wealth, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Beacon Harbor Wealth Advisors, Inc. 111.47%1.47%1.47%Q1 2023Q1 20231
Calamos Wealth Management LLC 110.26%0.26%0.26%Q3 2013Q3 20131
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
CPR Investments Inc. 110.22%0.22%0.22%Q1 2023Q1 20231
BLUE ARROW CAPITAL MANAGEMENT LLC 110.30%0.30%0.30%Q1 2015Q1 20151
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q2 2023Q2 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Harvest Investment Services, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Cyndeo Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Psagot Value Holdings Ltd. 110.00%0.00%0.00%Q3 2013Q3 20131
Inscription Capital, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
ALTERNA WEALTH MANAGEMENT, INC 110.03%0.03%0.03%Q4 2018Q4 20181
Abundance Wealth Counselors 110.02%0.02%0.02%Q1 2021Q1 20211
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
New Jersey Better Educational Savings Trust 110.51%0.51%0.51%Q1 2014Q1 20141
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Qsemble Capital Management, LP 111.12%1.12%1.12%Q1 2023Q1 20231
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC 112.31%2.31%2.31%Q3 2015Q3 20151
Fullerton Fund Management Co Ltd. 110.06%0.06%0.06%Q4 2022Q4 20221
Glass Jacobson Investment Advisors llc 110.02%0.02%0.02%Q4 2022Q4 20221
State of New Jersey Common Pension Fund A 110.18%0.18%0.18%Q1 2014Q1 20141
TimeScale Financial, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Core Wealth Partners LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Scotia Asset Management L.P. 110.07%0.07%0.07%Q3 2013Q3 20131
SHERBROOKE PARK ADVISERS LLC 110.40%0.40%0.40%Q2 2023Q2 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Claro Advisors LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Barrington Strategic Wealth Management Group LLC 110.14%0.14%0.14%Q4 2013Q4 20131
Midwest Financial Group LLC 110.19%0.19%0.19%Q1 2023Q1 20231
GREEN ARROW CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q2 2013Q2 20131
25 LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.48%0.48%0.48%Q3 2014Q3 20141
Malaga Cove Capital, LLC 112.24%2.24%2.24%Q4 2013Q4 20131
Eaton Financial Holdings Company, LLC 110.85%0.85%0.85%Q3 2023Q3 20231
Signition LP 110.43%0.43%0.43%Q1 2018Q1 20181
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Karp Capital Management Corp 110.19%0.19%0.19%Q1 2017Q1 20171
Belvedere Trading LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Monashee Investment Management LLC 112.42%2.42%2.42%Q1 2018Q1 20181
Ramirez Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.12%0.12%0.12%Q3 2023Q3 20231
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
QRG CAPITAL MANAGEMENT, INC. 110.82%0.82%0.82%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SYON CAPITAL LLC 110.11%0.11%0.11%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
Lakeshore Financial Planning, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
NEOS Investment Management LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 112.60%2.60%2.60%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
STERNE AGEE GROUP, INC. 110.11%0.11%0.11%Q1 2015Q1 20151
Mountain Road Advisors, LLC 114.09%4.09%4.09%Q1 2020Q1 20201
GeoWealth Management, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Portland Global Advisors LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Heritage Financial Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
FSI GROUP, LLC 112.42%2.42%2.42%Q2 2015Q2 20151
HEADINVEST, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
American Research & Management Co. 110.01%0.01%0.01%Q2 2021Q2 20211
Spartan Planning & Wealth Management 110.01%0.01%0.01%Q1 2022Q1 20221
TradeLink Capital LLC 111.14%1.14%1.14%Q3 2015Q3 20151
Cox Capital Mgt LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 110.04%0.04%0.04%Q4 2017Q4 20171
Hirtle Callaghan & Co LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Weiss Asset Management LP 110.16%0.16%0.16%Q1 2023Q1 20231
Fulcrum Asset Management LLP 110.09%0.09%0.09%Q4 2021Q4 20211
Parameter Capital Management LLC 110.56%0.56%0.56%Q2 2013Q2 20131
Julex Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HABER TRILIX ADVISORS, LP 111.08%1.08%1.08%Q2 2013Q2 20131
Norman Fields, Gottscho Capital Management, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
BSW Wealth Partners 110.06%0.06%0.06%Q1 2022Q1 20221
LMR Master Fund Ltd 110.04%0.04%0.04%Q3 2013Q3 20131
Philadelphia Financial Management of San Francisco, LLC 112.48%2.48%2.48%Q1 2017Q1 20171
Trust Investment Advisors 110.18%0.18%0.18%Q3 2023Q3 20231
TRUST CO OF TOLEDO NA /OH/ 110.47%0.47%0.47%Q2 2013Q2 20131
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
United American Securities Inc. (d/b/a UAS Asset Management) 110.28%0.28%0.28%Q4 2013Q4 20131
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Haverford Financial Services, Inc. 110.23%0.23%0.23%Q2 2013Q2 20131
Achievement Holdings L.P. 110.02%0.02%0.02%Q3 2015Q3 20151
Paulson Wealth Management Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Wilson, Kemp & Associates, Inc. 110.60%0.60%0.60%Q2 2013Q2 20131
CapWealth Advisors, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
INSIGHT 2811, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Game Creek Capital, LP 110.08%0.08%0.08%Q4 2017Q4 20171
BRC Investment Management LLC 110.08%0.08%0.08%Q2 2016Q2 20161
Seven Bridges Advisors LLC 110.16%0.16%0.16%Q3 2017Q3 20171
ALTFEST L J & CO INC 110.11%0.11%0.11%Q3 2015Q3 20151
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Harborview Advisors, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
GM Advisory Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Friedenthal Financial 110.56%0.56%0.56%Q4 2022Q4 20221
Ford Financial Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Espalier Global Management LLC 110.40%0.40%0.40%Q2 2013Q2 20131
Ground Swell Capital, LLC 110.08%0.08%0.08%Q3 2014Q3 20141
COBIZ WEALTH, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
MKP Capital Management, L.L.C. 110.60%0.60%0.60%Q1 2023Q1 20231
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Angeles Investment Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
OLD REPUBLIC INTERNATIONAL CORP 110.62%0.62%0.62%Q1 2014Q1 20141
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Board of Trustees of The Leland Stanford Junior University 111.56%1.56%1.56%Q1 2014Q1 20141
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Silver Bridge Capital Management LLC 110.85%0.85%0.85%Q2 2013Q2 20131
Crawford Lake Capital Management, LLC 110.51%0.51%0.51%Q1 2022Q1 20221
Castle Financial & Retirement Planning Associates, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
PrairieView Partners, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
ProVise Management Group, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
FIRST FINANCIAL EQUITY CORPORATION 110.12%0.12%0.12%Q1 2017Q1 20171
Bridgefront Capital, LLC 110.38%0.38%0.38%Q4 2020Q4 20201
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q3 2018Q3 20181
Ovata Capital Management Ltd 110.01%0.01%0.01%Q2 2020Q2 20201
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BAROMETER CAPITAL MANAGEMENT INC. 112.27%2.27%2.27%Q2 2015Q2 20151
Mawer Investment Management Ltd. 110.43%0.43%0.43%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
ALGERT GLOBAL LLC 110.17%0.17%0.17%Q3 2019Q3 20191
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Family Management Corp 110.16%0.16%0.16%Q4 2021Q4 20211
MERIDIAN MANAGEMENT CO 110.07%0.07%0.07%Q3 2023Q3 20231
GQ Asset Management, LLC 110.11%0.11%0.11%Q3 2019Q3 20191
WRAPMANAGER INC 110.06%0.06%0.06%Q4 2022Q4 20221
PECONIC PARTNERS LLC 110.59%0.59%0.59%Q3 2018Q3 20181
HOWARD HUGHES MEDICAL INSTITUTE 110.02%0.02%0.02%Q1 2016Q1 20161
AFFINITY WEALTH MANAGEMENT LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Financial Enhancement Group LLC 110.01%0.01%0.01%Q1 2019Q1 20191
External links

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