AMERICAN TOWER CORP NEW shareholder history

Current and past AMERICAN TOWER CORP NEW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.10%0.40%Q1 2012Q3 2023133
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.02%0.05%Q2 2013Q3 2023122
D. E. Shaw & Co., Inc. 42420.00%0.06%0.45%Q2 2013Q3 2023121
BANK OF AMERICA CORP /DE/ 42420.00%0.05%0.26%Q2 2013Q3 2023117
Walleye Trading LLC 42420.00%0.02%0.24%Q2 2013Q3 2023113
CITIGROUP INC 42420.00%0.04%0.18%Q2 2013Q3 2023112
BARCLAYS PLC 42420.00%0.04%0.24%Q2 2013Q3 2023104
Citadel Advisors 42420.00%0.05%0.42%Q2 2013Q3 2023100
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.05%0.39%Q2 2013Q3 2023100
WOLVERINE TRADING, LLC 30300.00%0.04%0.10%Q2 2016Q3 202389
Parallax Volatility Advisers, L.P. 2020.00%0.02%0.09%Q2 2013Q3 202388
UBS Group AG 36360.00%0.09%0.34%Q4 2014Q3 202387
ROYAL BANK OF CANADA 42420.00%0.03%0.10%Q2 2013Q3 202386
JANE STREET GROUP, LLC 3510.00%0.01%0.13%Q1 2014Q3 202385
Cutler Group LLC / CA 32320.00%0.01%0.14%Q4 2015Q3 202383
HSBC HOLDINGS PLC 47470.00%0.07%0.23%Q1 2012Q3 202381
TWO SIGMA INVESTMENTS, LP 3120.00%0.10%0.57%Q2 2013Q3 202380
CREDIT SUISSE AG/ 43430.00%0.09%0.32%Q1 2013Q3 202376
CAPITAL FUND MANAGEMENT S.A. 1530.00%0.09%0.44%Q2 2013Q3 202374
MILLENNIUM MANAGEMENT LLC 3280.00%0.04%0.25%Q2 2013Q3 202373
Jefferies Group LLC 1630.00%0.02%0.11%Q2 2013Q3 202266
Twin Tree Management, LP 1010.00%0.09%0.43%Q4 2012Q3 202265
Nuveen Asset Management, LLC 42420.00%0.24%0.88%Q2 2013Q3 202362
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.06%0.24%Q2 2014Q3 202361
Paloma Partners Management Co 1020.00%0.10%0.93%Q2 2013Q3 202360
PEAK6 Group LLC 1550.00%0.04%0.21%Q2 2013Q2 201857
WELLS FARGO & COMPANY/MN 42420.00%0.16%0.36%Q2 2013Q3 202355
WOLVERINE ASSET MANAGEMENT LLC 1910.00%0.03%0.28%Q2 2013Q2 202155
PEAK6 Investments LLC 21210.00%0.03%0.20%Q3 2018Q3 202353
DEUTSCHE BANK AG\ 41410.00%0.44%1.08%Q3 2013Q3 202352
TWO SIGMA SECURITIES, LLC 1310.00%0.04%0.23%Q4 2016Q3 202352
NOMURA HOLDINGS INC 1310.00%0.04%0.57%Q4 2012Q3 202351
BANK OF MONTREAL /CAN/ 3920.00%0.07%0.26%Q2 2013Q3 202348
GLENMEDE TRUST CO NA 4530.00%0.20%0.55%Q2 2009Q3 202348
HUNTINGTON NATIONAL BANK 47470.00%0.12%0.20%Q1 2012Q3 202347
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 47470.07%0.21%0.30%Q1 2012Q3 202347
AMALGAMATED BANK 47470.14%0.23%0.39%Q1 2012Q3 202347
Zurcher Kantonalbank (Zurich Cantonalbank) 47470.03%0.14%0.32%Q1 2012Q3 202347
SECURIAN ASSET MANAGEMENT, INC 47470.10%0.27%0.79%Q1 2012Q3 202347
Creative Planning 42420.00%0.02%0.04%Q2 2013Q3 202347
Invesco Ltd. 42420.00%0.25%0.40%Q2 2013Q3 202346
Allianz Asset Management GmbH 42420.00%0.10%0.41%Q2 2013Q3 202346
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.02%0.10%0.26%Q2 2013Q3 202345
HighTower Advisors, LLC 3380.00%0.07%0.12%Q2 2013Q3 202345
M&T BANK CORP 42420.00%0.25%0.42%Q2 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.15%0.39%Q4 2012Q3 202344
Akre Capital Management 42420.01%11.90%15.67%Q2 2013Q3 202344
MAI Capital Management 42420.00%0.26%0.52%Q2 2013Q3 202344
AQR Capital Management 4210.05%0.14%0.33%Q4 2012Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.06%0.38%0.82%Q1 2013Q3 202343
Private Advisor Group, LLC 40400.00%0.09%0.26%Q4 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.14%0.21%0.32%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.18%0.37%Q1 2013Q3 202343
MAR VISTA INVESTMENT PARTNERS LLC 43432.99%5.18%8.20%Q1 2013Q3 202343
Joel Isaacson & Co., LLC 27160.01%0.11%0.21%Q4 2012Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.16%0.23%0.38%Q1 2013Q3 202343
PRIVATE TRUST CO NA 43430.03%0.33%0.69%Q1 2013Q3 202343
COMMERCE BANK 43430.03%0.04%0.07%Q1 2013Q3 202343
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.08%0.20%0.37%Q1 2013Q3 202343
APPLETON PARTNERS INC/MA 43430.47%1.50%1.92%Q2 2013Q4 202343
Veritable, L.P. 43430.04%0.06%0.10%Q4 2012Q2 202343
MUFG Americas Holdings Corp 43430.16%0.46%0.89%Q1 2012Q3 202243
BANK OF NOVA SCOTIA 43430.00%0.03%0.12%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.24%0.34%0.62%Q1 2013Q3 202343
PETTYJOHN, WOOD & WHITE, INC 42420.22%0.40%0.60%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.02%0.07%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.08%0.30%0.75%Q2 2013Q3 202342
Triangle Securities Wealth Management 42420.33%0.87%1.20%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.15%0.24%0.38%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.15%0.26%0.42%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.10%0.15%0.26%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.01%0.17%0.30%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.15%0.64%1.39%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.04%0.07%Q2 2013Q3 202342
Capital World Investors 42420.05%0.30%0.70%Q2 2013Q3 202342
NOVARE CAPITAL MANAGEMENT LLC 42420.39%0.96%1.46%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.04%0.16%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.02%0.14%0.42%Q2 2013Q3 202342
Barton Investment Management 42422.86%5.81%10.71%Q2 2013Q3 202342
Wallington Asset Management, LLC 42421.81%2.80%4.52%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.16%0.24%0.40%Q2 2013Q3 202342
APG Asset Management N.V. 42420.13%0.39%0.88%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.10%0.35%0.91%Q2 2013Q3 202342
Korea Investment CORP 42420.09%0.27%0.44%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.12%0.22%Q2 2013Q3 202342
STATE STREET CORP 42420.16%0.23%0.37%Q2 2013Q3 202342
BAMCO INC /NY/ 42420.02%0.16%0.31%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.04%0.11%0.19%Q2 2013Q3 202342
Rafferty Asset Management, LLC 42420.04%0.18%0.44%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.44%0.97%1.53%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.06%0.53%0.85%Q2 2013Q3 202342
DF DENT & CO INC 42420.76%1.99%2.56%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.35%0.73%1.67%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.03%0.10%0.28%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.00%0.06%0.16%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%3.18%5.54%Q2 2013Q3 202342
DnB Asset Management AS 3930.02%0.10%0.20%Q2 2013Q4 202342
VANGUARD GROUP INC 42420.13%0.28%0.54%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.12%0.24%0.38%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.16%0.54%1.33%Q2 2013Q3 202342
NORGES BANK 4020.07%0.17%0.32%Q2 2012Q4 202242
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.06%0.38%0.82%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.05%0.10%0.19%Q2 2013Q3 202342
State of Alaska, Department of Revenue 42420.34%1.67%4.30%Q2 2013Q3 202342
TORRAY INVESTMENT PARTNERS LLC 42420.75%1.84%3.15%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42421.06%1.90%2.78%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.26%0.39%0.54%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.14%0.21%0.30%Q2 2013Q3 202342
BlackRock Inc. 42420.15%0.22%0.34%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.18%0.28%0.45%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.01%0.22%0.47%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.08%0.17%0.32%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.18%0.24%0.35%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.01%0.06%0.21%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.01%0.24%1.70%Q2 2013Q3 202342
ProShare Advisors LLC 42420.07%0.19%0.49%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.40%1.23%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.21%0.34%0.50%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.13%0.30%0.68%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42421.37%2.14%3.05%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.06%0.13%0.26%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.10%0.24%0.55%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.04%0.12%0.18%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.11%0.27%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42420.52%0.81%1.88%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.13%0.24%0.42%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.17%0.31%0.45%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.02%1.43%2.80%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.15%0.41%0.51%Q2 2013Q3 202342
MILLER HOWARD INVESTMENTS INC /NY 42420.05%0.12%0.25%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.01%0.02%0.03%Q2 2013Q3 202342
GILDER GAGNON HOWE & CO LLC 42420.08%0.17%0.34%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.43%0.85%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.04%0.54%1.23%Q2 2013Q3 202342
Ithaka Group 42420.03%0.16%2.04%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.10%0.20%Q2 2013Q3 202342
First Long Island Investors, LLC 42420.74%1.67%2.64%Q2 2013Q3 202342
Adelante Capital Management LLC 42421.37%2.43%3.30%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.03%0.26%0.87%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.08%0.23%0.54%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.04%0.13%0.20%Q2 2013Q3 202342
Laurion Capital Management LP 910.00%0.09%0.50%Q4 2014Q3 202342
AXA S.A. 42420.23%0.33%0.43%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.04%0.14%0.77%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.05%0.21%0.88%Q2 2013Q3 202342
Coho Partners, Ltd. 42420.01%0.01%0.02%Q2 2013Q3 202342
HOWLAND CAPITAL MANAGEMENT LLC 42420.93%2.55%4.30%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.02%0.04%0.14%Q2 2013Q3 202342
ClearBridge Investments 42420.30%0.53%0.76%Q2 2013Q3 202342
KBC Group NV 42420.06%0.16%0.32%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.02%0.06%0.21%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.01%0.05%0.23%Q2 2013Q3 202342
Baldwin Investment Management, LLC 42420.35%0.48%0.76%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.01%0.18%1.99%Q2 2013Q3 202342
MORGAN STANLEY 42420.10%0.14%0.22%Q2 2013Q3 202342
Capital International, Inc./CA/ 42420.01%0.58%1.26%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.05%0.49%1.26%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.01%0.05%0.17%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.01%0.10%0.32%Q2 2013Q3 202342
Swiss National Bank 42420.19%0.29%0.41%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42421.47%2.30%3.71%Q2 2013Q3 202342
DAVIS R M INC 42421.17%1.92%3.23%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.34%0.45%0.56%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.07%0.21%0.44%Q2 2013Q3 202342
FACTORY MUTUAL INSURANCE CO 42420.39%0.61%0.89%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.05%0.34%1.28%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.06%0.15%0.30%Q2 2013Q3 202342
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 42420.32%2.43%4.83%Q2 2013Q3 202342
DAVENPORT & Co LLC 42421.00%1.89%2.91%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.03%0.16%0.36%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.12%0.24%0.48%Q2 2013Q3 202342
NBW CAPITAL LLC 42421.23%1.85%2.83%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.05%0.08%0.12%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.09%0.17%0.28%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.03%0.24%0.67%Q2 2013Q3 202342
Mirae Asset Global Investments Co., Ltd. 42420.03%0.06%0.12%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.16%0.26%0.44%Q2 2013Q3 202342
JNBA Financial Advisors 42420.00%0.01%0.01%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.02%0.07%0.20%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.18%0.69%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.04%0.09%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.03%0.10%0.38%Q2 2013Q3 202342
PITCAIRN CO 42420.04%0.09%0.22%Q2 2013Q3 202342
FMR LLC 42420.09%0.26%0.54%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.07%0.41%0.81%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.08%0.16%0.45%Q2 2013Q3 202342
FIL Ltd 42420.01%0.08%0.19%Q2 2013Q3 202342
Broad Run Investment Management 42427.26%10.30%12.23%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.06%0.22%0.48%Q2 2013Q3 202342
CLEAR STREET MARKETS LLC 1010.00%0.19%2.79%Q4 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.29%0.73%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.18%0.39%0.57%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.02%0.12%0.55%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.12%0.25%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.15%0.65%1.24%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.17%0.26%0.41%Q2 2013Q3 202342
US BANCORP \DE\ 42420.17%0.39%0.68%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.08%0.19%0.42%Q2 2013Q3 202342
WASHINGTON TRUST BANK 42420.04%0.49%1.52%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.12%0.21%0.37%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.24%0.49%0.78%Q2 2013Q3 202342
Edgewood Management 42421.83%4.54%6.38%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.07%0.52%1.14%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.07%0.32%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.07%0.17%0.35%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.04%0.14%0.27%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.15%0.33%0.50%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.03%0.05%0.10%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.06%0.16%0.43%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.75%1.47%2.18%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.12%0.24%0.45%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT LLC 42421.00%1.74%2.50%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.05%0.15%Q2 2013Q3 202342
TCW GROUP INC 42420.73%2.12%3.60%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.03%0.56%1.16%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.07%0.13%0.25%Q2 2013Q3 202342
Skylands Capital, LLC 42421.00%1.99%3.45%Q2 2013Q3 202342
JENNISON ASSOCIATES LLC 42420.02%0.53%1.14%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.08%0.19%0.47%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.25%0.40%0.67%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.03%0.39%0.89%Q2 2013Q3 202342
AVIVA PLC 42420.06%0.34%0.97%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.15%0.23%0.40%Q2 2013Q3 202342
STRS OHIO 42420.10%0.21%0.42%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.34%2.97%8.57%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.07%0.20%0.40%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.02%0.24%0.51%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.03%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.05%0.16%Q2 2013Q3 202342
Utah Retirement Systems 42420.17%0.27%0.44%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.12%0.19%0.30%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.01%0.33%0.48%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.14%0.21%0.34%Q2 2013Q3 202342
WILKINS INVESTMENT COUNSEL INC 42421.08%1.52%2.13%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.07%0.38%0.85%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.14%0.23%0.40%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.20%0.42%0.77%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.10%0.37%0.74%Q2 2013Q3 202342
CONNING INC. 42420.02%0.05%0.07%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.01%0.16%0.39%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.17%0.25%0.42%Q2 2013Q3 202342
AUGUSTINE ASSET MANAGEMENT INC 42420.33%0.70%1.12%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.02%0.09%0.27%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.12%0.29%0.55%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.09%0.80%2.24%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.06%0.15%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.00%0.21%1.16%Q2 2013Q3 202342
Legal & General Group Plc 42420.16%0.31%0.48%Q2 2013Q3 202342
WBH ADVISORY INC 3830.11%0.28%0.39%Q2 2013Q3 202341
Sandy Spring Bank 3740.17%0.42%0.71%Q2 2013Q3 202341
EP Wealth Advisors, LLC 41410.04%1.10%2.04%Q3 2013Q3 202341
MIDDLETON & CO INC/MA 3740.48%1.52%2.66%Q2 2013Q3 202341
Goelzer Investment Management, Inc. 41410.04%0.41%0.76%Q3 2013Q3 202341
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 41410.01%0.05%0.12%Q3 2013Q3 202341
FARMERS & MERCHANTS INVESTMENTS INC 3560.00%0.01%0.03%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.03%0.22%0.40%Q3 2013Q3 202341
Copeland Capital Management, LLC 41410.01%0.28%0.87%Q3 2013Q3 202341
ADELL HARRIMAN & CARPENTER INC 41410.11%1.77%2.84%Q3 2013Q3 202341
ASSETMARK, INC 41410.00%0.02%0.12%Q3 2013Q3 202341
Spot Trading L.L.C 1410.00%0.03%0.18%Q2 2013Q1 201741
Arizona State Retirement System 3380.15%0.22%0.38%Q1 2013Q3 202341
Cetera Advisors LLC 3290.02%0.09%0.29%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.19%0.29%0.46%Q3 2013Q3 202341
Motley Fool Asset Management LLC 41410.62%1.46%1.97%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.01%0.02%0.04%Q2 2013Q3 202341
Carnegie Capital Asset Management, LLC 41410.16%1.15%1.58%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.03%0.06%Q3 2013Q3 202341
MARK ASSET MANAGEMENT LP 41410.02%0.12%0.17%Q3 2013Q3 202341
East Coast Asset Management, LLC. 41410.14%0.41%0.98%Q3 2013Q3 202341
State of Tennessee, Treasury Department 41410.05%0.21%0.60%Q3 2013Q3 202341
First Horizon Advisors, Inc. 3920.00%0.11%0.67%Q1 2012Q3 202341
Norinchukin Bank, The 41410.01%0.10%0.21%Q3 2013Q3 202341
Meiji Yasuda Asset Management Co Ltd. 31100.04%0.16%0.35%Q2 2013Q3 202341
TELEMUS CAPITAL, LLC 41410.36%0.57%0.76%Q3 2013Q3 202341
CAPITAL INTERNATIONAL LTD /CA/ 41410.02%1.11%3.12%Q2 2013Q2 202341
Capital International Sarl 41410.07%0.89%1.94%Q2 2013Q2 202341
Aureus Asset Management, LLC 4010.21%2.69%3.82%Q2 2013Q3 202341
Buckingham Capital Management, Inc. 41410.07%0.09%0.15%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.17%0.33%0.50%Q2 2013Q3 202341
BOKF, NA 3290.01%0.05%0.13%Q2 2013Q3 202341
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 41410.17%0.25%0.37%Q3 2013Q3 202341
THOMPSON SIEGEL & WALMSLEY LLC 3830.00%0.00%0.02%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.02%0.03%0.05%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.05%0.10%0.16%Q3 2013Q3 202341
Liberty Capital Management, Inc. 29120.21%1.48%2.63%Q2 2013Q3 202341
FIRST CITIZENS BANK & TRUST CO 3820.02%0.06%0.13%Q2 2013Q3 202340
Janney Montgomery Scott LLC 29110.01%0.08%0.16%Q3 2013Q3 202340
Andra AP-fonden 2260.02%0.23%0.65%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.01%0.51%0.99%Q4 2013Q3 202340
WEDBUSH SECURITIES INC 3190.03%0.08%0.22%Q2 2013Q3 202340
1832 Asset Management L.P. 3510.02%0.66%1.44%Q2 2013Q3 202340
ING GROEP NV 1710.00%0.10%0.44%Q1 2013Q3 202340
Kentucky Retirement Systems 3730.19%0.29%0.45%Q3 2013Q3 202340
TRUIST FINANCIAL CORP 40400.01%0.07%0.14%Q4 2013Q3 202340
BOSTON FINANCIAL MANGEMENT LLC 40400.26%0.62%1.43%Q4 2013Q3 202340
Telos Capital Management, Inc. 40400.31%0.69%1.16%Q4 2013Q3 202340
Prospera Financial Services Inc 22180.01%0.10%0.19%Q3 2013Q3 202340
TORONTO DOMINION BANK 40400.00%0.08%0.31%Q4 2013Q3 202340
Squarepoint Ops LLC 1010.00%0.12%1.81%Q4 2014Q3 202340
FIRST TRUST ADVISORS LP 3910.00%0.08%0.27%Q2 2013Q3 202340
Private Ocean, LLC 40400.00%0.01%0.06%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.11%0.18%0.30%Q4 2013Q3 202340
GRAND JEAN CAPITAL MANAGEMENT INC 40400.22%4.23%8.24%Q4 2013Q3 202340
MOTCO 3640.00%0.03%0.05%Q2 2013Q3 202340
Selkirk Management LLC 40402.37%3.80%7.40%Q2 2013Q1 202340
RBF Capital, LLC 40400.22%0.38%0.57%Q4 2013Q3 202340
SCHMIDT P J INVESTMENT MANAGEMENT INC 40400.10%0.69%1.19%Q4 2013Q3 202340
Baystate Wealth Management LLC 3910.00%0.17%0.23%Q2 2013Q3 202340
FIRST MANHATTAN CO. LLC. 40400.00%0.17%0.69%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.74%1.05%1.52%Q4 2013Q3 202340
COMERICA BANK 39390.10%0.17%0.34%Q2 2013Q4 202239
North Star Investment Management Corp. 39390.01%0.04%0.10%Q1 2014Q3 202339
MACKENZIE FINANCIAL CORP 24150.00%0.06%0.18%Q2 2013Q3 202339
TWO SIGMA ADVISERS, LP 2120.00%0.16%0.57%Q2 2013Q2 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.13%0.21%0.30%Q2 2013Q4 202239
Livforsakringsbolaget Skandia, Omsesidigt 39390.01%0.11%0.22%Q1 2014Q3 202339
NJ State Employees Deferred Compensation Plan 39390.50%0.81%1.38%Q1 2014Q3 202339
BANK OF THE WEST 39390.50%1.01%1.40%Q2 2013Q4 202239
REAVES W H & CO INC 27120.01%1.73%3.30%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.04%0.12%0.19%Q1 2014Q3 202339
Calamos Advisors LLC 3720.01%0.14%0.34%Q2 2013Q3 202339
Employees Retirement System of Texas 3090.14%0.27%0.45%Q2 2013Q1 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.03%0.39%0.67%Q2 2013Q4 202239
Ledyard National Bank 39390.12%0.53%1.19%Q1 2014Q3 202339
PRUDENTIAL PLC 2650.00%0.06%0.39%Q2 2013Q3 202339
PARADIGM ASSET MANAGEMENT CO LLC 3720.08%0.43%0.85%Q3 2013Q3 202339
EULAV Asset Management 3630.08%0.60%0.92%Q2 2013Q3 202339
Cetera Advisor Networks LLC 2710.01%0.05%0.12%Q1 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.07%0.75%1.34%Q1 2014Q3 202339
ROSENBLUM SILVERMAN SUTTON S F INC /CA 3030.85%1.30%1.66%Q3 2013Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.01%0.03%0.05%Q1 2014Q3 202339
Supplemental Annuity Collective Trust of NJ 39390.31%0.44%0.61%Q1 2014Q3 202339
Westover Capital Advisors, LLC 23150.11%1.49%2.66%Q2 2013Q1 202338
TUDOR INVESTMENT CORP ET AL 910.00%0.10%0.52%Q2 2013Q3 202338
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3350.01%1.35%5.66%Q2 2013Q3 202338
DELTA ASSET MANAGEMENT LLC/TN 1940.00%0.00%0.01%Q2 2013Q3 202338
Fragasso Group Inc. 3440.34%0.58%0.89%Q4 2013Q4 202338
MONETARY MANAGEMENT GROUP INC 38380.01%0.24%0.63%Q2 2014Q3 202338
State of New Jersey Common Pension Fund D 38380.20%0.32%0.43%Q2 2014Q3 202338
ATWOOD & PALMER INC 38380.01%0.01%0.02%Q2 2014Q3 202338
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3710.01%0.16%0.26%Q1 2014Q3 202338
PITTENGER & ANDERSON INC 38380.00%0.74%1.23%Q2 2014Q3 202338
Waverton Investment Management Ltd 3260.22%1.25%4.73%Q2 2013Q1 202338
RMB Capital Management, LLC 38380.52%0.78%1.16%Q2 2014Q3 202338
GIRARD PARTNERS LTD. 22160.43%0.92%1.53%Q1 2014Q3 202338
Capital International Investors 38380.03%0.25%0.72%Q2 2014Q3 202338
Magellan Asset Management Ltd 38380.07%0.73%2.54%Q2 2014Q3 202338
Avenir Corp 38387.29%11.31%17.82%Q2 2014Q3 202338
Brown Advisory Securities, LLC 38380.52%0.82%1.74%Q2 2013Q3 202238
Tributary Capital Management, LLC 3710.03%0.08%0.20%Q2 2013Q3 202338
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3620.09%0.24%0.71%Q4 2013Q2 202338
EATON VANCE MANAGEMENT 38380.06%0.22%0.47%Q2 2013Q3 202238
COLONY GROUP LLC 2890.00%0.15%0.50%Q4 2013Q3 202337
CREDIT AGRICOLE S A 1810.00%0.07%0.22%Q2 2013Q3 202337
Bath Savings Trust Co 37370.26%1.75%2.97%Q3 2014Q3 202337
Echo Street Capital Management LLC 2910.00%1.61%4.26%Q2 2013Q3 202337
Brookfield Asset Management 1710.29%1.26%3.04%Q2 2013Q3 202337
ADVISOR PARTNERS LLC 37370.14%0.24%0.51%Q2 2013Q2 202237
Tower Research Capital LLC (TRC) 1520.00%0.11%0.31%Q2 2013Q3 202337
National Pension Service 37370.20%0.28%0.39%Q3 2014Q3 202337
FULTON BANK, N.A. 2310.01%0.08%0.16%Q2 2013Q4 202337
VICTORY CAPITAL MANAGEMENT INC 3610.00%0.03%0.15%Q3 2013Q3 202337
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.09%0.48%Q1 2013Q3 202337
CITIZENS & NORTHERN CORP 36360.62%1.13%1.67%Q4 2014Q3 202336
Checchi Capital Advisers, LLC 36360.04%0.09%0.16%Q4 2014Q3 202336
JOHNSON INVESTMENT COUNSEL INC 22140.02%0.57%1.70%Q3 2014Q3 202336
Financial Architects, Inc 3010.02%0.09%0.44%Q2 2013Q2 202336
AMP Capital Investors Ltd 36360.26%1.01%3.55%Q2 2013Q1 202236
NewEdge Advisors, LLC 36360.08%0.87%2.29%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.09%0.18%0.34%Q2 2013Q1 202236
Essex Financial Services, Inc. 36360.06%0.11%0.25%Q4 2014Q3 202336
American Assets Capital Advisers, LLC 36363.81%5.99%8.26%Q4 2014Q3 202336
Candriam S.C.A. 36360.04%0.10%0.19%Q4 2014Q3 202336
INTRUST BANK NA 36360.08%0.29%0.67%Q4 2014Q3 202336
Texas Yale Capital Corp. 36360.08%0.14%0.23%Q4 2014Q3 202336
Argent Trust Co 36360.07%0.16%0.34%Q4 2014Q3 202336
Ipswich Investment Management Co., Inc. 20160.05%0.15%0.24%Q2 2013Q2 202236
Stratos Wealth Partners, LTD. 3330.02%0.09%0.17%Q3 2014Q3 202336
Gulf International Bank (UK) Ltd 3330.17%0.29%0.43%Q4 2013Q3 202336
SCHRODER INVESTMENT MANAGEMENT GROUP 3060.00%0.03%0.08%Q3 2014Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36361.59%2.16%2.80%Q2 2013Q1 202236
BTC Capital Management, Inc. 36360.04%0.59%1.00%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.02%0.03%0.06%Q2 2013Q1 202236
IBM Retirement Fund 36360.17%0.25%0.44%Q2 2013Q1 202236
BECK MACK & OLIVER LLC 1870.01%0.01%0.01%Q2 2013Q2 202336
Advisory Services Network, LLC 2710.00%0.13%0.66%Q4 2013Q3 202336
SVB WEALTH LLC 36360.03%0.20%0.46%Q4 2014Q3 202336
Vigilant Capital Management, LLC 2910.00%0.02%0.09%Q3 2013Q2 202336
Motley Fool Wealth Management, LLC 36360.87%1.29%2.36%Q4 2014Q3 202336
Godshalk Welsh Capital Management, Inc. 36360.67%0.94%1.33%Q4 2014Q3 202336
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 36360.10%0.69%1.50%Q4 2014Q3 202336
AMF Tjanstepension AB 36360.34%0.89%1.80%Q4 2014Q3 202336
TCI Wealth Advisors, Inc. 2880.01%0.03%0.05%Q1 2014Q1 202336
ENTERPRISE FINANCIAL SERVICES CORP 3420.01%0.03%0.22%Q2 2013Q3 202336
MEEDER ASSET MANAGEMENT INC 2130.05%0.20%0.58%Q2 2013Q3 202236
VALLEY NATIONAL ADVISERS INC 36360.00%0.00%0.01%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.20%0.51%0.77%Q4 2014Q3 202336
SILVERCREST ASSET MANAGEMENT GROUP LLC 3210.00%0.02%0.03%Q2 2013Q3 202336
BUCKINGHAM STRATEGIC WEALTH, LLC 36360.03%0.14%0.25%Q4 2014Q3 202336
UNITED SERVICES AUTOMOBILE ASSOCIATION 2910.04%0.08%0.11%Q2 2013Q3 202336
SEI INVESTMENTS CO 36360.17%0.32%0.46%Q4 2014Q3 202336
Lincoln Capital LLC 36360.12%0.21%0.30%Q4 2014Q3 202336
SHEETS SMITH WEALTH MANAGEMENT 3240.04%0.08%0.20%Q3 2014Q3 202336
WMS Partners, LLC 36360.03%0.95%2.09%Q4 2014Q3 202336
VONTOBEL ASSET MANAGEMENT INC 36360.00%0.88%1.87%Q3 2014Q2 202336
FIRST QUADRANT LLC/CA 35350.00%0.05%0.34%Q2 2013Q4 202135
Capital Analysts, LLC 3230.02%0.44%0.69%Q4 2012Q3 202335
Consolidated Investment Group LLC 35350.47%1.24%2.16%Q1 2015Q3 202335
Sigma Planning Corp 3230.02%0.06%0.12%Q4 2014Q3 202335
CHICAGO TRUST Co NA 35350.09%0.16%0.30%Q1 2015Q3 202335
WELCH & FORBES LLC 2820.01%0.03%0.06%Q2 2013Q3 202335
Dynamic Advisor Solutions LLC 23120.11%0.44%1.47%Q4 2013Q3 202335
Trust Co 35350.03%1.51%4.81%Q1 2015Q3 202335
CULLINAN ASSOCIATES INC 35350.17%0.39%0.74%Q1 2015Q3 202335
People's United Financial, Inc. 18170.00%0.01%0.03%Q2 2013Q1 202235
CenterStar Asset Management, LLC 510.01%0.14%1.07%Q4 2017Q4 202235
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.07%0.28%1.41%Q1 2015Q3 202335
Cubist Systematic Strategies, LLC 1870.00%0.13%0.50%Q2 2014Q3 202335
Carroll Financial Associates, Inc. 35350.03%0.05%0.11%Q2 2013Q4 202135
SECURITY ASSET MANAGEMENT 34342.02%3.30%4.15%Q4 2014Q1 202334
ARCADIA INVESTMENT MANAGEMENT CORP/MI 34340.01%0.02%0.03%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.01%0.01%0.02%Q4 2013Q1 202234
Compagnie Lombard Odier SCmA 22120.00%0.02%0.25%Q4 2013Q3 202334
ROPES WEALTH ADVISORS LLC 2860.00%0.04%0.15%Q1 2015Q3 202334
Glassman Wealth Services 34340.03%0.07%0.11%Q2 2015Q3 202334
Fiduciary Group LLC 34340.79%1.02%1.30%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.06%0.16%0.27%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.08%0.14%0.21%Q2 2015Q3 202334
Winfield Associates, Inc. 34340.08%0.75%1.63%Q4 2013Q1 202234
WENDELL DAVID ASSOCIATES INC 34340.45%1.12%1.72%Q2 2015Q3 202334
BRAUN STACEY ASSOCIATES INC 34340.64%0.88%1.14%Q2 2013Q3 202134
EASTERN BANK 3310.02%0.13%0.29%Q2 2013Q3 202334
DUPONT CAPITAL MANAGEMENT CORP 34340.01%0.27%0.61%Q1 2015Q2 202334
Kistler-Tiffany Companies, LLC 2210.01%0.02%0.03%Q2 2013Q2 202334
FIRST MERCANTILE TRUST CO 34340.07%0.28%0.96%Q2 2013Q3 202134
NATIXIS 1910.01%0.15%0.67%Q2 2013Q3 202334
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1210.16%3.36%9.97%Q3 2006Q3 202134
CWM, LLC 2420.00%0.09%0.78%Q3 2013Q3 202334
American Trust Investment Advisors, LLC 34340.12%1.59%3.11%Q4 2014Q1 202334
FIRST BUSINESS FINANCIAL SERVICES, INC. 34340.09%0.16%0.25%Q2 2015Q3 202334
RiverPark Advisors, LLC 34340.40%1.89%4.45%Q2 2013Q3 202134
Crestwood Advisors Group, LLC 34340.04%0.12%0.25%Q2 2015Q3 202334
TWIN FOCUS CAPITAL PARTNERS, LLC 3220.08%0.57%4.92%Q4 2014Q3 202334
World Asset Management Inc 34340.14%0.25%0.40%Q2 2013Q3 202134
ROYAL LONDON ASSET MANAGEMENT LTD 2240.11%0.28%0.59%Q2 2013Q3 202333
Bison Wealth, LLC 2850.16%0.32%1.15%Q4 2014Q3 202333
Paradigm Financial Advisors, LLC 33330.23%1.37%3.67%Q4 2013Q4 202133
Alberta Investment Management Corp 1830.02%0.17%0.60%Q2 2013Q3 202333
QS Investors, LLC 33330.01%0.05%0.27%Q2 2013Q2 202133
BARR E S & CO 33330.23%1.10%2.20%Q3 2015Q3 202333
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.24%0.59%0.99%Q2 2013Q2 202133
HAP Trading, LLC 910.00%0.07%0.56%Q3 2013Q4 202233
BADGLEY PHELPS & BELL INC 33330.55%0.79%1.01%Q2 2013Q2 202133
SEGALL BRYANT & HAMILL, LLC 33330.04%0.07%0.11%Q3 2015Q3 202333
Princeton Portfolio Strategies Group LLC 33330.93%1.97%2.85%Q2 2013Q2 202133
Uniplan Investment Counsel, Inc. 33332.48%5.37%8.85%Q3 2015Q3 202333
Markel Corporation 2940.01%0.12%0.25%Q2 2015Q3 202333
BANK OF STOCKTON 2230.07%0.15%0.47%Q2 2013Q2 202233
ONTARIO TEACHERS PENSION PLAN BOARD 3210.00%0.08%0.32%Q2 2013Q4 202133
WASHINGTON TRUST Co 3210.01%0.64%1.22%Q2 2015Q3 202333
BLB&B Advisors, LLC 2850.05%0.39%0.75%Q1 2014Q3 202333
Parkside Financial Bank & Trust 33330.00%0.04%0.18%Q3 2015Q3 202333
MONETA GROUP INVESTMENT ADVISORS LLC 33330.02%0.08%0.15%Q3 2015Q3 202333
MASSMUTUAL TRUST CO FSB/ADV 2510.00%0.05%0.15%Q4 2013Q4 202333
Trellus Management Company, LLC 33331.09%2.98%5.86%Q3 2013Q3 202133
Hills Bank & Trust Co 33330.10%0.65%1.30%Q3 2015Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.06%0.09%0.11%Q2 2013Q2 202133
Homrich & Berg 3210.03%0.06%0.08%Q2 2013Q3 202133
LS Investment Advisors, LLC 32320.01%0.10%0.16%Q2 2013Q1 202132
FDx Advisors, Inc. 32320.02%0.14%0.31%Q4 2015Q3 202332
HOWE & RUSLING INC 2910.00%0.16%0.56%Q2 2013Q3 202332
BBVA USA Bancshares, Inc. 32320.05%0.13%0.24%Q2 2013Q1 202132
TDAM USA INC. 1810.01%0.02%0.03%Q2 2013Q4 202132
Pacer Advisors, Inc. 32320.03%1.00%3.05%Q4 2015Q3 202332
SIGNATUREFD, LLC 2320.00%0.03%0.08%Q2 2014Q3 202332
Prospect Capital Advisors, LLC 32323.42%6.37%10.60%Q4 2015Q3 202332
Roof Eidam Maycock Peralta, LLC 3110.09%0.28%1.04%Q4 2014Q3 202332
ARROW FINANCIAL CORP 21110.00%0.07%0.20%Q2 2013Q3 202332
BALYASNY ASSET MANAGEMENT L.P. 1110.00%0.11%0.43%Q2 2013Q3 202332
JONES FINANCIAL COMPANIES LLLP 3110.00%0.02%0.03%Q2 2013Q3 202332
Azimuth Capital Management LLC 2810.01%0.39%0.68%Q2 2013Q4 202132
FRG Family Wealth Advisors LLC 32320.84%1.48%1.84%Q4 2015Q3 202332
J.P. Morgan Private Wealth Advisors LLC 2110.00%0.20%0.52%Q4 2014Q3 202332
RATIONAL ADVISORS LLC 1210.00%0.35%1.91%Q3 2012Q3 202332
Alpha Cubed Investments, LLC 3020.03%0.26%1.60%Q3 2015Q3 202332
TIEMANN INVESTMENT ADVISORS, LLC 32320.18%0.25%0.36%Q4 2015Q3 202332
THOMAS WHITE INTERNATIONAL LTD 32320.08%0.12%0.18%Q3 2015Q2 202332
Covey Capital Advisors, LLC 32320.30%1.22%2.77%Q4 2015Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.07%0.13%0.31%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.11%0.23%0.42%Q4 2015Q3 202332
EXANE DERIVATIVES 31310.00%0.07%0.24%Q4 2014Q2 202231
First Heartland Consultants, Inc. 3010.04%0.11%0.13%Q1 2014Q3 202331
Chicago Partners Investment Group LLC 2920.00%1.15%2.13%Q4 2014Q3 202331
Voya Financial Advisors, Inc. 1930.02%0.06%0.14%Q1 2015Q3 202331
Kelman-Lazarov, Inc. 31310.06%0.39%0.87%Q1 2016Q3 202331
FCA CORP /TX 2230.12%0.17%0.25%Q2 2014Q2 202231
Rehmann Capital Advisory Group 17140.02%0.04%0.06%Q3 2015Q2 202331
Douglas Lane & Associates, LLC 31310.42%0.90%1.36%Q1 2016Q3 202331
NEXT Financial Group, Inc 31310.06%0.31%0.78%Q2 2014Q4 202131
PATHSTONE FAMILY OFFICE, LLC 2720.00%0.04%0.12%Q2 2013Q3 202331
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 31310.02%0.11%0.23%Q1 2016Q3 202331
Barbara Oil Co. 31310.43%0.64%0.90%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.01%0.02%0.04%Q1 2016Q3 202331
Tredje AP-fonden 2380.05%0.19%0.38%Q2 2015Q3 202331
MOODY LYNN & LIEBERSON, LLC 2610.06%0.37%1.15%Q2 2013Q3 202331
Archford Capital Strategies, LLC 31310.00%0.30%0.55%Q1 2014Q3 202131
WADE G W & INC 2560.02%0.06%0.10%Q1 2015Q3 202331
LINCOLN NATIONAL CORP 31310.01%0.04%0.06%Q1 2016Q3 202331
Alexandria Capital, LLC 2830.00%0.47%1.14%Q2 2013Q3 202131
COMMERZBANK AKTIENGESELLSCHAFT /FI 1650.01%0.11%0.72%Q2 2013Q3 202331
Phocas Financial Corp. 2470.04%0.44%0.94%Q2 2013Q3 202331
Muzinich & Co., Inc. 31310.02%0.10%0.42%Q1 2016Q3 202331
IFP Advisors, Inc 17140.02%0.11%0.31%Q4 2015Q3 202331
Frontier Wealth Management LLC 31310.04%0.14%0.43%Q4 2014Q2 202231
MASON STREET ADVISORS, LLC 31310.16%0.23%0.42%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.01%0.05%0.30%Q1 2016Q3 202331
Atria Investments, Inc 18130.03%0.11%0.43%Q4 2015Q3 202331
ACADIAN ASSET MANAGEMENT LLC 2830.00%0.01%0.05%Q4 2015Q3 202331
CANTILLON CAPITAL MANAGEMENT LLC 31311.35%3.65%5.01%Q1 2016Q3 202331
Aperio Group, LLC 31310.12%0.20%0.37%Q2 2013Q4 202031
CIBC WORLD MARKETS CORP 2830.03%0.29%1.26%Q4 2015Q3 202331
AllSquare Wealth Management LLC 31310.02%0.09%0.14%Q1 2016Q3 202331
South Dakota Investment Council 30300.09%0.14%0.18%Q3 2014Q4 202130
STOCK YARDS BANK & TRUST CO 30300.79%1.45%2.30%Q2 2016Q3 202330
GREENLEAF TRUST 30300.12%0.28%0.58%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.00%0.05%0.16%Q2 2016Q3 202330
Bartlett & Co. LLC 16140.00%0.99%1.75%Q2 2016Q4 202330
ALTFEST L J & CO INC 30300.12%0.31%0.73%Q2 2016Q3 202330
CHOREO, LLC 1430.01%0.04%0.08%Q1 2014Q3 202330
Zimmer Partners, LP 2550.08%1.34%4.72%Q3 2015Q2 202330
Bristlecone Advisors, LLC 18120.06%0.14%0.19%Q1 2016Q3 202330
Taylor Wealth Management Partners 30302.93%4.98%7.28%Q1 2015Q2 202230
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 30301.22%4.59%10.50%Q2 2013Q3 202030
RIVERPARK CAPITAL MANAGEMENT LLC 30301.47%2.79%4.77%Q2 2014Q3 202130
Grove Bank & Trust 2810.01%0.23%0.41%Q4 2015Q3 202330
Perigon Wealth Management, LLC 1510.01%0.10%0.34%Q3 2011Q3 202330
First Allied Advisory Services, Inc. 30300.03%0.04%0.06%Q2 2013Q3 202030
Beaumont Financial Partners, LLC 30300.05%0.52%1.41%Q2 2015Q3 202230
Versant Capital Management, Inc 30300.00%0.00%0.00%Q3 2016Q4 202330
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1810.02%0.10%0.87%Q4 2013Q1 202330
WADDELL & REED FINANCIAL INC 30300.02%0.32%0.94%Q2 2013Q3 202030
INGALLS & SNYDER LLC 30300.06%0.10%0.15%Q2 2016Q3 202330
Nippon Life Global Investors Americas, Inc. 1710.10%0.91%1.87%Q2 2013Q3 202330
B. Riley Wealth Advisors, Inc. 2610.00%0.19%0.90%Q3 2013Q3 202330
Ballentine Partners, LLC 2730.02%0.03%0.04%Q1 2016Q3 202330
Dana Investment Advisors, Inc. 30300.12%0.93%1.54%Q2 2016Q3 202330
Alkeon Capital Management 30300.18%1.01%3.25%Q2 2016Q3 202330
Winslow, Evans & Crocker, Inc. 29290.17%0.35%0.76%Q4 2013Q4 202029
HOWARD HUGHES MEDICAL INSTITUTE 29290.74%1.94%3.80%Q4 2015Q4 202229
TRUE Private Wealth Advisors 29290.03%0.07%0.14%Q1 2016Q1 202329
Douglass Winthrop Advisors, LLC 29290.02%0.03%0.05%Q3 2016Q3 202329
PARK NATIONAL CORP /OH/ 2720.01%0.33%0.63%Q2 2016Q4 202329
CULLEN/FROST BANKERS, INC. 2810.01%0.38%0.60%Q4 2015Q3 202329
SPIRIT OF AMERICA MANAGEMENT CORP/NY 2810.04%0.25%0.49%Q2 2013Q3 202329
BURNEY CO/ 29290.01%0.07%0.27%Q3 2016Q3 202329
NICOLET BANKSHARES INC 29290.18%0.31%0.49%Q3 2016Q3 202329
Gradient Investments LLC 2410.00%0.13%0.46%Q1 2015Q3 202329
WESTWOOD HOLDINGS GROUP INC 2720.01%0.02%0.04%Q2 2013Q1 202329
QUEST INVESTMENT MANAGEMENT LLC 29290.02%0.05%0.19%Q4 2013Q4 202029
Vident Investment Advisory, LLC 2810.00%0.04%0.10%Q2 2015Q2 202329
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 29290.00%0.01%0.03%Q3 2016Q3 202329
GW&K Investment Management, LLC 29290.16%0.69%1.08%Q3 2016Q3 202329
Proficio Capital Partners LLC 15140.00%0.05%0.10%Q4 2015Q1 202329
Winslow Capital Management, LLC 2540.00%1.53%2.04%Q2 2013Q4 202029
Allworth Financial LP 19100.00%0.00%0.02%Q4 2015Q3 202329
CPWM, LLC 29290.04%0.21%0.40%Q3 2015Q3 202229
ABNER HERRMAN & BROCK LLC 2630.03%0.06%0.12%Q1 2014Q2 202229
RB Capital Management, LLC 28280.00%0.47%0.68%Q4 2016Q3 202329
Liberty Mutual Group Asset Management Inc. 2270.05%0.71%3.66%Q2 2013Q3 202329
FINANCIAL COUNSELORS INC 2810.09%0.37%0.55%Q2 2016Q3 202329
Smithfield Trust Co 29290.00%0.08%0.18%Q3 2016Q3 202329
Iowa State Bank 29290.52%0.79%1.07%Q3 2016Q3 202329
Zurich Insurance Group Ltd/FI 29290.19%0.63%1.81%Q1 2016Q1 202329
BP PLC 2450.16%0.35%0.60%Q1 2014Q2 202129
Transamerica Financial Advisors, Inc. 1210.00%0.05%0.30%Q2 2013Q3 202329
KORNITZER CAPITAL MANAGEMENT INC /KS 29290.01%0.12%0.41%Q3 2016Q3 202329
Renaissance Technologies 2610.00%0.22%0.54%Q3 2013Q3 202329
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.09%0.29%Q4 2016Q3 202329
ClearBridge Investments Ltd 1510.00%7.19%12.59%Q4 2014Q3 202328
Avantax Planning Partners, Inc. 28280.02%0.04%0.06%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.09%0.17%Q4 2016Q3 202328
BCM ADVISORS, LLC 28280.08%0.17%0.26%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.15%0.24%0.43%Q4 2016Q3 202328
Lee Financial Co 28280.01%0.35%0.61%Q4 2016Q3 202328
Norway Savings Bank 28280.08%0.43%0.72%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.17%0.28%0.43%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.10%0.22%1.18%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.35%0.48%0.77%Q1 2016Q4 202228
Clearstead Trust, LLC 28280.20%2.61%12.10%Q4 2016Q3 202328
Ridgewood Investments LLC 28280.43%1.02%1.58%Q4 2016Q3 202328
FORSTA AP-FONDEN 28280.16%0.63%2.52%Q4 2016Q3 202328
Berkeley Capital Partners, LLC 2620.16%0.31%0.57%Q2 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.00%0.27%0.54%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.04%0.12%0.21%Q4 2016Q3 202328
Caprock Group, LLC 2530.05%0.08%0.12%Q1 2016Q3 202328
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 28280.35%0.63%1.08%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.06%0.75%2.32%Q2 2013Q1 202028
SCOTIA CAPITAL INC. 2310.00%0.36%0.71%Q3 2014Q3 202328
CARDEROCK CAPITAL MANAGEMENT INC 28280.24%1.14%2.13%Q4 2016Q3 202328
ADAMS DIVERSIFIED EQUITY FUND, INC. 28280.54%0.75%1.03%Q1 2014Q4 202028
Capital Research Global Investors 2260.02%0.18%0.39%Q1 2016Q3 202328
WEST PACES ADVISORS INC. 28280.01%0.14%0.27%Q4 2016Q3 202328
Moors & Cabot, Inc. 1910.00%0.05%0.14%Q3 2016Q3 202328
Keel Point, LLC 2310.02%0.12%0.34%Q4 2015Q3 202328
Sterling Investment Advisors, Ltd. 28280.70%1.01%1.47%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.09%0.20%Q4 2016Q3 202328
HERITAGE INVESTORS MANAGEMENT CORP 28280.08%0.64%0.97%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.26%0.35%0.59%Q4 2016Q3 202328
Hemenway Trust Co LLC 28280.03%0.29%0.44%Q4 2016Q3 202328
Avalon Investment & Advisory 28280.01%0.27%0.46%Q2 2016Q1 202328
DUNCKER STREETT & CO INC 16120.00%0.00%0.01%Q3 2016Q3 202328
River Wealth Advisors LLC 17110.06%0.15%0.24%Q2 2016Q3 202328
Parallel Advisors, LLC 28280.09%0.15%0.21%Q4 2016Q3 202328
TIEDEMANN ADVISORS, LLC 2260.01%0.08%0.22%Q1 2016Q3 202328
BALDWIN BROTHERS LLC/MA 2210.00%0.05%0.08%Q2 2013Q4 202328
CIBC WORLD MARKET INC. 2710.00%0.03%0.09%Q3 2015Q3 202328
Grassi Investment Management 28281.00%1.42%1.85%Q4 2016Q3 202328
WEBSTER BANK, N. A. 28280.01%0.02%0.04%Q4 2016Q3 202328
CAMPBELL NEWMAN ASSET MANAGEMENT INC 28281.47%2.66%3.58%Q4 2016Q3 202328
REILLY FINANCIAL ADVISORS, LLC 28280.00%0.01%0.04%Q1 2015Q4 202128
FIRST NATIONAL TRUST CO 2710.03%0.07%0.10%Q2 2013Q3 202328
Global Retirement Partners, LLC 28280.02%0.14%0.31%Q4 2016Q3 202328
Pflug Koory, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
BARINGS LLC 1510.01%0.12%0.62%Q2 2013Q2 202227
COUNTRY TRUST BANK 27270.00%0.00%0.00%Q2 2017Q4 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.10%0.25%0.40%Q1 2017Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.03%0.07%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.08%0.12%Q2 2013Q4 201927
PECONIC PARTNERS LLC 2510.02%0.21%0.59%Q1 2014Q1 202227
First Command Bank 27270.00%0.01%0.02%Q4 2016Q2 202327
GAMCO INVESTORS, INC. ET AL 1980.00%0.02%0.06%Q4 2016Q3 202327
L & S Advisors Inc 27270.08%0.63%1.62%Q2 2016Q4 202227
Amica Retiree Medical Trust 2520.25%0.66%1.01%Q4 2016Q3 202327
AMICA MUTUAL INSURANCE CO 2520.25%0.57%0.88%Q4 2016Q3 202327
BAR HARBOR WEALTH MANAGEMENT 2610.04%0.30%0.76%Q1 2013Q3 202327
WEATHERLY ASSET MANAGEMENT L. P. 2610.02%0.10%0.17%Q2 2014Q3 202327
DE BURLO GROUP INC 2610.07%1.13%5.06%Q2 2013Q3 202327
Whitnell & Co. 27270.04%0.06%0.14%Q2 2013Q4 201927
CLEARARC CAPITAL INC 27270.15%0.23%0.42%Q2 2013Q4 201927
Wellington Shields Capital Management, LLC 14130.05%0.07%0.09%Q2 2013Q4 202027
Cerity Partners LLC 27270.04%0.15%0.45%Q1 2017Q3 202327
Lombard Odier Asset Management (Switzerland) SA 1310.02%0.06%0.24%Q2 2014Q1 202327
Pacific Center for Financial Services 2430.00%0.01%0.01%Q4 2016Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27271.54%2.36%3.53%Q2 2013Q4 201927
First Command Financial Services, Inc. 27270.00%0.01%0.02%Q4 2016Q2 202327
MML INVESTORS SERVICES, LLC 27270.01%0.07%0.13%Q1 2017Q3 202327
JT Stratford LLC 27270.08%0.15%0.51%Q1 2017Q3 202327
Legacy Advisors, LLC 1980.05%0.12%0.22%Q4 2016Q3 202327
OAKBROOK INVESTMENTS LLC 27270.13%0.16%0.20%Q2 2013Q4 201927
COLDSTREAM CAPITAL MANAGEMENT INC 2340.03%0.21%0.31%Q4 2016Q3 202327
SPINNAKER TRUST 27270.03%0.07%0.11%Q1 2017Q3 202327
Heritage Trust Co 27270.05%0.71%1.38%Q1 2017Q3 202327
Cutter & CO Brokerage, Inc. 2110.07%0.12%0.25%Q1 2015Q3 202327
Segment Wealth Management, LLC 26260.06%0.95%1.34%Q2 2017Q3 202326
Gs Investments, Inc. 26260.48%0.98%3.03%Q2 2017Q3 202326
KAYNE ANDERSON CAPITAL ADVISORS LP 26260.00%0.06%0.13%Q2 2017Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.22%0.43%Q2 2013Q3 201926
TIVERTON ASSET MANAGEMENT LLC 26260.36%0.92%3.96%Q2 2013Q3 201926
Cetera Investment Advisers 26260.04%0.06%0.14%Q2 2017Q3 202326
BAXTER BROS INC 1310.11%0.13%0.17%Q2 2013Q2 202026
Valeo Financial Advisors, LLC 25250.00%0.03%0.12%Q3 2017Q3 202326
Findlay Park Partners LLP 26260.06%1.42%3.41%Q2 2013Q3 201926
Municipal Employees' Retirement System of Michigan 2060.04%0.09%0.13%Q3 2013Q1 202026
OneDigital Investment Advisors LLC 26260.02%0.03%0.05%Q2 2017Q3 202326
FLAGSHIP HARBOR ADVISORS, LLC 26260.07%0.15%0.23%Q2 2017Q3 202326
First Personal Financial Services 1530.00%0.03%0.08%Q2 2016Q3 202326
BRIGHTON JONES LLC 2420.03%0.05%0.09%Q2 2016Q3 202326
Greystone Managed Investments Inc. 26260.40%0.54%0.77%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.01%0.06%0.27%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.14%0.21%0.34%Q3 2016Q3 202326
HALSEY ASSOCIATES INC/CT 26261.59%2.28%3.29%Q2 2013Q3 201926
Achmea Investment Management B.V. 26260.01%0.34%1.58%Q1 2017Q2 202326
ALPS ADVISORS INC 2420.00%0.01%0.04%Q2 2013Q3 202326
Verition Fund Management LLC 810.01%0.06%0.26%Q2 2013Q3 202326
BB&T SECURITIES, LLC 26260.01%0.03%0.08%Q2 2013Q3 201926
MARTINGALE ASSET MANAGEMENT L P 1880.01%0.07%0.23%Q2 2013Q3 202126
Avior Wealth Management, LLC 2510.00%0.04%0.08%Q4 2016Q3 202326
TOMPKINS FINANCIAL CORP 1420.00%0.01%0.02%Q1 2014Q4 202326
SCHNIEDERS CAPITAL MANAGEMENT LLC 26260.08%0.19%0.29%Q2 2017Q3 202326
UBS OCONNOR LLC 910.00%0.12%0.54%Q2 2013Q3 202326
Partners Group Holding AG 2512.16%4.10%5.70%Q2 2013Q3 202326
Israel Discount Bank of New York 1790.40%0.67%1.14%Q1 2017Q3 202326
VAN ECK ASSOCIATES CORP 2240.00%0.03%0.06%Q2 2016Q3 202326
MURPHY CAPITAL MANAGEMENT INC 2010.03%0.04%0.07%Q2 2013Q2 202225
DEARBORN PARTNERS LLC 25250.91%1.44%1.91%Q3 2017Q3 202325
WHALEROCK POINT PARTNERS, LLC 1960.08%0.19%0.32%Q4 2016Q3 202325
abrdn plc 25250.44%0.92%1.18%Q3 2017Q3 202325
PARK AVENUE SECURITIES LLC 25250.05%0.12%0.27%Q3 2017Q3 202325
Dorsey & Whitney Trust CO LLC 25250.07%0.20%0.30%Q3 2017Q3 202325
USS Investment Management Ltd 14110.02%0.69%1.68%Q4 2012Q3 202325
BDO Wealth Advisors, LLC 25250.00%0.02%0.07%Q2 2017Q2 202325
COURIER CAPITAL LLC 25250.02%0.05%0.08%Q4 2016Q4 202225
Blume Capital Management, Inc. 25250.05%0.11%0.57%Q3 2017Q3 202325
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1870.00%0.30%0.92%Q1 2017Q2 202325
Locust Wood Capital Advisers 15150.04%2.00%4.98%Q1 2020Q3 202325
Ninepoint Partners LP 25250.06%0.25%1.03%Q3 2017Q3 202325
BAHL & GAYNOR INC 25250.02%0.46%1.15%Q3 2017Q3 202325
JAG CAPITAL MANAGEMENT, LLC 25250.18%0.35%0.58%Q3 2017Q3 202325
Boltwood Capital Management 25250.20%0.41%0.65%Q4 2017Q4 202325
YorkBridge Wealth Partners, LLC 25250.35%0.50%0.84%Q4 2016Q4 202225
Corient Capital Partners, LLC 25250.07%0.21%0.40%Q3 2016Q3 202225
Kingsview Wealth Management, LLC 1710.00%0.21%0.60%Q1 2017Q3 202325
PALISADE CAPITAL MANAGEMENT, LP 25250.01%0.01%0.01%Q3 2017Q3 202325
VIRGINIA RETIREMENT SYSTEMS ET AL 1110.00%0.03%0.09%Q2 2013Q1 202125
Westside Investment Management, Inc. 1510.00%0.00%0.00%Q4 2016Q3 202325
Kiwi Wealth Investments Limited Partnership 1690.14%0.68%2.10%Q1 2017Q2 202325
SALEM INVESTMENT COUNSELORS INC 1870.00%0.03%0.10%Q3 2016Q3 202325
GRIFFIN ASSET MANAGEMENT, INC. 25250.15%0.25%0.33%Q3 2017Q3 202325
CAPITAL GUARDIAN TRUST CO 25251.08%1.55%1.97%Q2 2013Q2 201925
HIGHLAND CAPITAL MANAGEMENT, LLC 25250.05%0.10%0.17%Q2 2017Q2 202325
Belpointe Asset Management LLC 25250.11%0.18%0.26%Q3 2017Q3 202325
Burt Wealth Advisors 25250.01%0.02%0.07%Q4 2014Q4 202025
CADENCE CAPITAL MANAGEMENT LLC 25250.03%0.15%0.38%Q2 2013Q2 201925
COMMONWEALTH BANK OF AUSTRALIA 25250.68%1.88%4.37%Q2 2013Q2 201925
Cornerstone Advisors, Inc. 25250.01%0.06%0.13%Q2 2013Q2 201925
Bridgecreek Investment Management, LLC 2410.21%0.78%1.42%Q2 2013Q3 202325
EFG Asset Management (Americas) Corp. 25250.05%0.83%1.50%Q3 2016Q3 202225
PATTEN & PATTEN INC/TN 25250.03%0.12%0.32%Q3 2017Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.21%0.37%1.07%Q2 2013Q2 201925
LVM CAPITAL MANAGEMENT LTD/MI 25250.32%2.12%3.11%Q3 2017Q3 202325
Anchor Investment Management, LLC 25250.00%0.03%0.06%Q4 2017Q4 202325
Hudock, Inc. 15100.00%0.02%0.05%Q2 2013Q3 202225
NN Investment Partners Holdings N.V. 25250.00%0.17%0.46%Q1 2016Q1 202225
New Jersey Better Educational Savings Trust 1780.37%0.67%1.08%Q1 2014Q3 202325
AdvisorNet Financial, Inc 24240.00%0.01%0.02%Q4 2017Q3 202325
Seelaus Asset Management LLC 24240.21%0.27%0.37%Q4 2017Q3 202324
Resolution Capital Ltd 2130.61%3.94%6.80%Q3 2016Q3 202324
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 24240.21%0.74%3.18%Q1 2013Q4 201824
TEACHERS ADVISORS, LLC 24240.20%0.31%0.54%Q2 2013Q1 201924
UMB Bank, n.a. 2310.01%0.12%0.39%Q3 2014Q3 202324
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.57%1.12%1.54%Q4 2017Q3 202324
CAMBRIDGE TRUST CO 2040.04%0.69%1.52%Q2 2016Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.11%0.16%0.27%Q2 2013Q1 201924
Atlantic Union Bankshares Corp 1860.03%0.06%0.10%Q2 2016Q3 202324
FIRST MIDWEST BANK TRUST DIVISION 24240.24%0.31%0.40%Q1 2016Q4 202124
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.11%0.45%0.82%Q4 2017Q3 202324
FLPUTNAM INVESTMENT MANAGEMENT CO 24240.02%0.31%0.96%Q4 2017Q3 202324
Meiji Yasuda Life Insurance Co 1110.00%0.08%0.35%Q2 2013Q4 202124
FOSTER & MOTLEY INC 24240.07%0.48%0.98%Q4 2017Q3 202324
PRINCETON CAPITAL MANAGEMENT LLC 24242.48%3.92%5.05%Q4 2017Q3 202324
OGOREK ANTHONY JOSEPH /NY/ /ADV 24240.01%0.01%0.02%Q4 2017Q3 202324
GRANDFIELD & DODD, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
Coastline Trust Co 24240.05%0.08%0.13%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.07%0.10%Q4 2017Q3 202324
Brinker Capital Investments, LLC 1040.00%0.03%0.09%Q4 2015Q4 202224
Penobscot Investment Management Company, Inc. 24240.17%0.59%0.90%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.00%0.01%0.07%Q2 2013Q1 201924
Calamos Wealth Management LLC 2310.02%0.10%0.51%Q3 2017Q3 202324
Axel Capital Management, LLC 2210.31%1.74%8.23%Q2 2013Q1 202024
Cornell Pochily Investment Advisors, Inc. 24240.13%0.26%0.38%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.30%0.65%1.03%Q4 2017Q3 202324
CNB Bank 24240.19%0.50%0.76%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.06%0.15%0.30%Q4 2017Q3 202324
Sarasin & Partners LLP 2040.04%0.99%1.96%Q2 2016Q3 202324
Financial Advocates Investment Management 24240.02%0.06%0.13%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.33%0.57%0.83%Q4 2017Q3 202324
IFG Advisory, LLC 24240.14%0.20%0.30%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.11%0.18%0.24%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24241.80%2.49%3.15%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.08%0.75%1.32%Q4 2017Q3 202324
Slow Capital, Inc. 24240.27%0.56%0.90%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.18%0.25%0.35%Q4 2017Q3 202324
Csenge Advisory Group 24240.02%0.07%0.15%Q4 2017Q3 202324
Avestar Capital, LLC 24240.02%0.23%0.47%Q4 2017Q3 202324
Meridian Wealth Management, LLC 1950.02%0.19%0.60%Q2 2017Q2 202324
Aristotle Atlantic Partners, LLC 24240.26%1.27%3.55%Q4 2017Q3 202324
Independent Advisor Alliance 2130.03%0.07%0.11%Q3 2017Q3 202324
Mutual Advisors, LLC 24240.03%0.10%0.22%Q4 2017Q3 202324
NewSquare Capital LLC 1810.00%0.00%0.06%Q2 2015Q3 202324
Transform Wealth, LLC 2040.03%0.27%0.63%Q3 2017Q3 202324
HoyleCohen, LLC 24240.40%0.75%1.20%Q4 2017Q3 202324
Newman Dignan & Sheerar, Inc. 2220.01%0.12%0.20%Q2 2017Q3 202324
Personal Capital Advisors Corp 24240.00%0.19%0.56%Q1 2017Q4 202224
WOODSTOCK CORP 24240.05%0.08%0.12%Q1 2018Q4 202324
Capital Investment Advisors, LLC 2110.01%0.03%0.07%Q3 2016Q4 202324
Bristol Gate Capital Partners Inc. 24243.75%4.52%5.20%Q4 2017Q3 202324
Fort Point Capital Partners LLC 24240.05%0.11%0.17%Q4 2017Q3 202324
MISSION WEALTH MANAGEMENT, LP 1950.01%0.03%0.06%Q1 2017Q3 202324
BRASADA CAPITAL MANAGEMENT, LP 24241.18%2.89%4.83%Q4 2017Q3 202324
Claar Advisors LLC 24240.07%6.14%8.83%Q4 2017Q3 202324
MCF Advisors LLC 730.00%0.00%0.01%Q3 2013Q3 202324
Cincinnati Specialty Underwriters Insurance CO 23231.77%3.15%4.45%Q1 2018Q3 202323
CENTAURUS FINANCIAL, INC. 23230.01%0.09%0.26%Q1 2018Q3 202323
Partnervest Advisory Services LLC 1910.00%0.13%0.33%Q2 2013Q3 202023
CIM INVESTMENT MANAGEMENT INC 1760.12%0.35%0.66%Q2 2013Q3 202323
CENTERSQUARE INVESTMENT MANAGEMENT LLC 23230.12%1.35%3.11%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 23230.08%0.16%0.31%Q1 2018Q3 202323
MAIRS & POWER INC 23230.01%0.01%0.01%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.02%0.11%0.22%Q1 2018Q3 202323
Doyle Wealth Management 23230.15%0.37%0.85%Q1 2017Q3 202223
WEDGE CAPITAL MANAGEMENT L L P/NC 23230.10%0.18%0.25%Q1 2018Q3 202323
CINCINNATI FINANCIAL CORP 23230.52%1.30%1.76%Q1 2018Q3 202323
Pendal Group Ltd 23230.01%0.21%1.12%Q2 2017Q4 202223
CSU Producer Resources, Inc. 23232.71%3.97%5.16%Q1 2018Q3 202323
TIAA, FSB 23230.02%0.08%0.13%Q4 2017Q2 202323
Silvant Capital Management LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
PRIO WEALTH LIMITED PARTNERSHIP 23230.01%0.02%0.03%Q1 2018Q3 202323
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1810.00%0.03%0.07%Q1 2016Q3 202323
Horrell Capital Management, Inc. 23230.16%0.21%0.32%Q1 2014Q3 201923
CINCINNATI INSURANCE CO 23230.20%0.30%0.42%Q1 2018Q3 202323
Quad-Cities Investment Group, LLC 23230.27%0.48%0.93%Q1 2018Q3 202323
Arjuna Capital 23230.16%1.10%2.32%Q1 2018Q3 202323
Haverford Trust Co 23230.34%0.54%0.76%Q1 2018Q3 202323
Harvest Fund Management Co., Ltd 1730.00%0.05%0.12%Q4 2016Q4 202223
Treasurer of the State of North Carolina 23230.19%0.31%0.43%Q1 2018Q3 202323
WealthTrust-Arizona, LLC 23230.03%0.09%0.22%Q2 2013Q4 201823
Founders Capital Management 1150.00%0.02%0.04%Q1 2017Q2 202323
W.G. Shaheen & Associates DBA Whitney & Co 23230.70%1.11%1.43%Q1 2018Q3 202323
EVERGREEN CAPITAL MANAGEMENT LLC 23230.01%0.03%0.06%Q1 2018Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
Harel Insurance Investments & Financial Services Ltd. 1710.00%0.02%0.11%Q4 2015Q3 202323
OppenheimerFunds, Inc. 22220.04%0.07%0.10%Q4 2013Q1 201922
CI INVESTMENTS INC. 22220.12%0.20%0.38%Q2 2018Q3 202322
ATLAS CAPITAL ADVISORS LLC 12100.01%0.04%0.09%Q1 2018Q3 202322
Traynor Capital Management, Inc. 1930.04%0.23%0.69%Q4 2014Q3 202322
COZAD ASSET MANAGEMENT INC 22220.03%0.35%1.37%Q2 2018Q3 202322
Chicago Capital, LLC 22220.02%0.06%0.14%Q2 2018Q3 202322
BAILARD, INC. 1510.02%0.08%0.20%Q2 2013Q3 202322
ATALANTA SOSNOFF CAPITAL, LLC 1570.67%1.53%2.87%Q2 2013Q4 202022
Waverly Advisors, LLC 1120.01%0.07%0.19%Q2 2013Q3 202322
FIRST HAWAIIAN BANK 2110.01%0.06%0.12%Q2 2013Q3 202322
Stuart Chaussee & Associates, Inc. 1480.00%0.00%0.01%Q4 2017Q3 202322
Sabal Trust CO 1390.02%0.66%1.88%Q1 2014Q4 202022
Regal Wealth Group, Inc. 22220.01%0.02%0.03%Q4 2015Q1 202122
Simplicity Solutions, LLC 2110.02%0.08%0.22%Q4 2015Q3 202322
FAYEZ SAROFIM & CO 2010.00%0.01%0.02%Q4 2014Q3 202322
Foster Victor Wealth Advisors, LLC 19190.02%1.39%2.17%Q4 2018Q2 202322
Fieldpoint Private Securities, LLC 22220.04%0.14%0.27%Q1 2017Q2 202222
Family Capital Trust Co 22221.34%1.87%2.29%Q2 2018Q3 202322
FULTON BREAKEFIELD BROENNIMAN LLC 22220.05%1.70%2.19%Q2 2018Q3 202322
TOBAM 1390.00%0.09%0.42%Q1 2018Q3 202322
Altman Advisors, Inc. 2110.72%1.63%3.31%Q4 2017Q3 202322
Mariner, LLC 1510.01%0.09%0.23%Q3 2016Q3 202322
Avitas Wealth Management LLC 22220.28%0.82%1.67%Q2 2018Q3 202322
HM PAYSON & CO 1810.01%0.17%0.29%Q3 2017Q3 202322
Sculptor Capital LP 710.00%0.02%0.17%Q2 2013Q4 201922
MGO ONE SEVEN LLC 2020.04%0.18%0.45%Q4 2017Q3 202322
Hilltop Holdings Inc. 22220.03%0.06%0.14%Q2 2018Q3 202322
EQUITABLE TRUST CO 22220.05%0.15%0.71%Q2 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
BECKER CAPITAL MANAGEMENT INC 1840.01%0.02%0.04%Q3 2016Q2 202322
HALL LAURIE J TRUSTEE 1390.00%0.03%0.05%Q4 2017Q3 202322
Patriot Financial Group Insurance Agency, LLC 1840.01%0.09%0.26%Q2 2017Q3 202322
Field & Main Bank 1440.04%0.29%0.55%Q4 2017Q3 202322
SIMPLEX TRADING, LLC 1010.00%0.03%0.18%Q4 2014Q3 202322
SMITH ASSET MANAGEMENT GROUP LP 22220.00%0.33%0.53%Q1 2016Q2 202122
Capital Asset Advisory Services LLC 1930.03%0.12%0.30%Q3 2017Q3 202322
Quantbot Technologies LP 410.01%0.42%1.84%Q3 2013Q3 202322
FinTrust Capital Advisors, LLC 20200.02%0.05%0.08%Q4 2018Q3 202322
ARTHUR M. COHEN & ASSOCIATES, LLC 22220.04%0.09%0.13%Q4 2017Q1 202322
Mosaic Family Wealth, LLC 22220.07%0.11%0.15%Q4 2015Q1 202122
GRS Advisors, LLC 1310.26%4.07%6.97%Q2 2013Q3 202322
SIT INVESTMENT ASSOCIATES INC 22220.00%0.34%0.60%Q2 2018Q3 202322
Legacy Private Trust Co. 22220.02%0.03%0.10%Q1 2018Q2 202322
Ninety One SA (PTY) Ltd 2020.10%0.46%1.43%Q1 2018Q3 202322
SIMON QUICK ADVISORS, LLC 22220.01%0.05%0.60%Q4 2016Q1 202222
AustralianSuper Pty Ltd 22221.04%1.90%3.67%Q2 2018Q3 202322
Oak Asset Management, LLC 1750.57%0.96%1.31%Q1 2018Q3 202322
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 21210.12%0.58%1.37%Q4 2017Q4 202221
Simmons Bank 21210.06%0.25%0.45%Q3 2018Q3 202321
AE Wealth Management LLC 21210.03%0.05%0.11%Q3 2018Q3 202321
Elmwood Wealth Management, Inc. 1120.28%0.52%0.71%Q1 2018Q3 202321
B. Riley Wealth Management, Inc. 1050.01%0.67%1.78%Q1 2014Q2 202221
EXENCIAL WEALTH ADVISORS, LLC 2010.06%0.32%0.63%Q2 2018Q3 202321
HERMES INVESTMENT MANAGEMENT LTD 21210.24%1.04%1.80%Q2 2013Q2 201821
Brightworth 21210.99%1.49%2.13%Q3 2017Q3 202221
Snowden Capital Advisors LLC 1380.03%0.06%0.17%Q2 2018Q3 202321
First Bank & Trust 21210.00%0.01%0.03%Q2 2017Q2 202221
NuWave Investment Management, LLC 1310.00%0.41%1.24%Q2 2013Q3 202221
AGF INVESTMENTS INC. 11100.00%0.38%0.84%Q4 2014Q3 202221
DigitalBridge Group, Inc. 15150.30%8.97%23.40%Q1 2020Q3 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 1470.00%0.02%0.05%Q1 2018Q3 202321
CIBC BANK USA 1210.03%0.08%0.20%Q2 2013Q4 201921
HOLLENCREST CAPITAL MANAGEMENT 21210.02%0.03%0.05%Q3 2018Q3 202321
Global X Management CO LLC 21210.00%0.13%0.48%Q2 2013Q2 201821
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.05%0.07%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.05%0.09%0.14%Q1 2017Q3 202321
HANCOCK WHITNEY CORP 21210.01%0.02%0.03%Q3 2018Q3 202321
Cresset Asset Management, LLC 20200.00%0.04%0.10%Q4 2018Q3 202321
ATLANTA CAPITAL MANAGEMENT CO L L C 21210.13%0.79%1.14%Q3 2017Q3 202221
Old North State Trust, LLC 21210.13%0.22%0.36%Q3 2018Q3 202321
TOTH FINANCIAL ADVISORY CORP 1410.00%0.01%0.02%Q1 2018Q3 202321
Mascoma Wealth Management LLC 1110.00%0.02%0.02%Q4 2016Q3 202321
FAIRFIELD, BUSH & CO. 1920.00%0.23%0.67%Q2 2013Q3 202321
NORDEA INVESTMENT MANAGEMENT AB 21210.01%0.09%0.20%Q3 2018Q3 202321
ALERUS FINANCIAL NA 21210.03%0.43%0.74%Q1 2018Q1 202321
SNS Financial Group, LLC 21210.04%0.06%0.08%Q4 2017Q4 202221
First Western Capital Management Co 21211.39%2.37%3.16%Q4 2013Q4 201821
PineBridge Investments, L.P. 1910.00%0.11%0.42%Q2 2016Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.01%0.17%0.34%Q2 2013Q2 201821
Covington Capital Management 21210.01%0.06%0.13%Q3 2017Q3 202221
Richard Bernstein Advisors LLC 820.04%0.12%0.26%Q2 2013Q2 202321
Heritage Wealth Advisors 21210.00%0.01%0.01%Q3 2018Q3 202321
ALLSTATE CORP 2010.02%0.12%0.20%Q2 2017Q3 202321
AMUNDI ASSET MANAGEMENT US, INC. 1410.00%0.07%0.22%Q4 2012Q1 202121
NBT BANK N A /NY 1610.02%0.04%0.06%Q2 2016Q3 202321
Sterling Capital Management LLC 21210.03%0.09%0.21%Q3 2014Q3 201921
NVWM, LLC 1620.00%0.26%1.36%Q1 2018Q3 202321
Aevitas Wealth Management, Inc. 21210.75%1.30%1.88%Q4 2017Q4 202221
AGF Investments LLC 1650.00%0.07%0.30%Q1 2017Q3 202221
Diversified Trust Co 21210.01%0.04%0.10%Q4 2018Q4 202321
COMPTON CAPITAL MANAGEMENT INC /RI 21210.13%0.26%0.36%Q3 2013Q3 201821
Main Street Research LLC 1110.02%0.34%0.83%Q2 2013Q2 202221
Columbia Asset Management 1410.05%0.10%0.18%Q4 2016Q3 202321
Lenox Wealth Advisors, LLC 910.00%0.01%0.02%Q4 2013Q1 202221
EDMOND DE ROTHSCHILD HOLDING S.A. 1430.00%0.03%0.12%Q2 2016Q3 202321
Aptus Capital Advisors, LLC 19190.01%0.25%1.17%Q1 2019Q3 202321
Arete Wealth Advisors, LLC 20200.02%0.15%0.38%Q4 2018Q3 202320
Kovack Advisors, Inc. 1640.03%0.09%0.22%Q1 2017Q2 202320
RELIANCE TRUST CO OF DELAWARE 1370.05%0.19%0.27%Q2 2013Q1 201920
BerganKDV Wealth Management, LLC 20200.00%0.00%0.01%Q3 2018Q2 202320
Ayalon Insurance Comp Ltd. 1550.04%0.47%0.91%Q3 2018Q3 202320
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 20200.01%0.24%0.44%Q4 2018Q3 202320
AEGON ASSET MANAGEMENT UK PLC 1910.24%1.39%2.51%Q2 2013Q2 202320
TFG Advisers LLC 20201.35%2.14%2.90%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.04%0.10%Q4 2018Q3 202320
OSSIAM 20200.00%0.17%0.81%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.05%0.14%0.29%Q4 2018Q3 202320
BESSEMER SECURITIES LLC 20200.32%0.83%1.65%Q4 2018Q3 202320
Point72 Asset Management, L.P. 410.02%0.19%0.57%Q2 2016Q3 202320
Ancora Advisors LLC 1710.01%0.02%0.12%Q4 2016Q3 202320
C WorldWide Group Holding A/S 20200.01%4.45%5.83%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.04%0.06%Q4 2018Q3 202320
KCM INVESTMENT ADVISORS LLC 1910.02%0.09%0.14%Q1 2017Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.01%0.02%Q4 2013Q3 201820
Wealthfront Advisers LLC 20200.01%0.03%0.06%Q4 2018Q3 202320
American Portfolios Advisors 20200.07%0.14%0.22%Q4 2017Q3 202220
Mechanics Bank Trust Department 20200.11%0.38%0.55%Q4 2018Q3 202320
Dynamic Technology Lab Private Ltd 410.03%0.17%1.17%Q1 2012Q3 202320
Ahrens Investment Partners LLC 20200.14%0.26%0.35%Q2 2018Q1 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.03%0.09%0.18%Q4 2018Q3 202320
Sheaff Brock Investment Advisors, LLC 20200.06%0.10%0.14%Q4 2018Q3 202320
BANK OF NOVA SCOTIA TRUST CO 20200.03%0.07%0.11%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.83%1.32%1.78%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.04%0.06%0.09%Q4 2018Q3 202320
Richard C. Young & CO., LTD. 20200.03%1.19%1.87%Q3 2017Q2 202220
Zions Bancorporation, N.A. 20200.01%0.07%0.42%Q4 2018Q3 202320
Heard Capital LLC 16160.06%7.43%11.51%Q4 2019Q3 202320
Alphinity Investment Management Pty Ltd 1370.24%3.46%6.48%Q4 2017Q1 202320
180 WEALTH ADVISORS, LLC 1820.05%0.17%0.32%Q4 2017Q1 202320
Freedom Investment Management, Inc. 1810.02%0.06%0.15%Q2 2017Q3 202320
Midwest Professional Planners, LTD. 1730.01%0.47%0.63%Q4 2017Q3 202320
Hanson & Doremus Investment Management 1810.00%0.00%0.01%Q1 2017Q4 202220
EagleClaw Capital Managment, LLC 1370.05%0.09%0.14%Q3 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.04%0.09%0.14%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.01%0.10%0.17%Q4 2015Q3 202020
TrinityPoint Wealth, LLC 20200.09%0.22%0.34%Q4 2018Q3 202320
TRILLIUM ASSET MANAGEMENT, LLC 20200.23%0.90%1.26%Q4 2018Q3 202320
Sentry Investments Corp. 20200.16%0.48%1.09%Q2 2013Q1 201820
Venturi Wealth Management, LLC 20200.02%0.10%0.21%Q4 2018Q3 202320
Balentine LLC 710.00%0.01%0.02%Q3 2015Q3 202320
Institute for Wealth Management, LLC. 20200.06%0.10%0.15%Q4 2018Q3 202320
Financial Management Professionals, Inc. 1410.00%0.01%0.02%Q4 2014Q3 202320
Redpoint Investment Management Pty Ltd 20200.30%0.80%1.60%Q4 2017Q3 202220
IMA Wealth, Inc. 1510.03%0.83%1.38%Q1 2017Q2 202220
USA FINANCIAL FORMULAS 1510.00%0.25%1.02%Q4 2014Q2 202320
Knuff & Co LLC 20201.47%2.60%3.37%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.16%0.26%0.34%Q4 2018Q3 202320
Essex Savings Bank 20200.06%0.10%0.18%Q4 2018Q3 202320
ARROWGRASS CAPITAL PARTNERS (US) LP 730.00%0.04%0.26%Q2 2015Q4 201720
Cumberland Partners Ltd 20200.05%0.19%0.43%Q2 2018Q1 202320
REDW Wealth LLC 20200.08%0.19%0.28%Q4 2018Q3 202320
PIEDMONT INVESTMENT ADVISORS INC 20200.13%0.27%0.70%Q2 2015Q1 202020
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.08%0.16%0.33%Q1 2013Q4 201720
Dougherty Wealth Advisers LLC 20200.03%0.22%0.42%Q4 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.19%0.23%0.28%Q2 2013Q1 201820
GREAT VALLEY ADVISOR GROUP, INC. 20200.05%0.16%0.27%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Migdal Insurance & Financial Holdings Ltd. 1140.00%0.08%0.75%Q4 2016Q3 202320
Archer Investment Corp 20200.12%0.21%0.29%Q4 2018Q3 202320
INTEGRAL DERIVATIVES, LLC 710.01%0.04%0.08%Q4 2013Q4 201720
ALPINE WOODS CAPITAL INVESTORS, LLC 20200.54%0.96%1.26%Q2 2013Q1 201820
HEADINVEST, LLC 20200.08%0.15%0.19%Q4 2018Q3 202320
NICOLA WEALTH MANAGEMENT LTD. 20200.15%0.26%0.44%Q4 2018Q3 202320
Aspire Private Capital, LLC 19190.01%0.07%0.12%Q1 2019Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 1450.00%0.13%0.55%Q4 2015Q2 202119
Jupiter Wealth Management LLC 19192.98%4.59%5.86%Q1 2019Q3 202319
SECURITY NATIONAL TRUST CO 1810.01%0.32%0.48%Q3 2016Q3 202119
STEEL GROVE CAPITAL ADVISORS, LLC 1090.03%0.08%0.17%Q4 2016Q1 202319
TimeScale Financial, Inc. 19190.08%0.13%0.18%Q4 2018Q2 202319
Dakota Wealth Management 19190.06%0.09%0.15%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.01%0.05%Q1 2019Q3 202319
CROFT-LEOMINSTER INC 19190.66%1.02%1.38%Q2 2013Q4 201719
BENJAMIN EDWARDS INC 19190.20%0.49%0.78%Q1 2019Q3 202319
Connor, Clark & Lunn Investment Management Ltd. 810.00%0.10%0.28%Q4 2014Q3 202219
Realta Investment Advisors 19190.08%0.18%0.32%Q1 2019Q3 202319
Livingston Group Asset Management CO (operating as Southport Capital Management) 1510.04%0.22%0.30%Q2 2013Q4 202119
Insight Wealth Strategies, LLC 19190.05%0.18%0.31%Q1 2019Q3 202319
Enterprise Bank & Trust Co 19190.74%1.30%1.81%Q1 2019Q3 202319
Man Group plc 1010.00%0.03%0.17%Q1 2018Q3 202319
Cox Capital Mgt LLC 19190.80%1.58%2.24%Q1 2019Q3 202319
Penserra Capital Management LLC 19190.18%0.55%0.93%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
GABLES CAPITAL MANAGEMENT INC. 1720.00%0.01%0.02%Q2 2018Q2 202319
PGGM Investments 1410.01%0.14%0.23%Q2 2014Q1 202219
Asset Dedication, LLC 1720.00%0.03%0.05%Q4 2015Q3 202319
Veracity Capital LLC 16160.02%0.15%0.23%Q4 2019Q3 202319
SRS Capital Advisors, Inc. 1020.01%0.06%0.11%Q3 2018Q3 202319
Banco Santander, S.A. 1710.01%0.12%1.25%Q2 2017Q3 202319
LGL PARTNERS, LLC 19190.05%0.15%0.27%Q1 2019Q3 202319
FULLER & THALER ASSET MANAGEMENT, INC. 1110.00%0.02%0.06%Q2 2013Q3 202319
Bay Harbor Wealth Management, LLC 19190.01%0.02%0.03%Q4 2018Q2 202319
Western Wealth Management, LLC 1180.09%0.22%0.38%Q4 2018Q3 202319
Private Capital Group, LLC 19190.07%0.12%0.29%Q4 2017Q2 202219
IFC Holdings Incorporated/FL 19190.08%0.25%0.57%Q2 2013Q4 201719
STRATEGIC CAPITAL ADVISERS, INC. 19191.10%2.18%3.47%Q4 2017Q2 202219
Ironsides Asset Advisors, LLC 1030.13%0.26%0.41%Q4 2016Q2 202219
ORLEANS CAPITAL MANAGEMENT CORP/LA 1180.15%0.85%1.82%Q1 2018Q4 202219
Inscription Capital, LLC 1360.10%0.61%1.14%Q4 2018Q3 202319
PATTON ALBERTSON MILLER GROUP, LLC 19190.04%0.10%0.17%Q3 2018Q1 202319
Clarius Group, LLC 19190.07%0.12%0.17%Q1 2019Q3 202319
K.J. Harrison & Partners Inc 19190.04%0.27%1.04%Q4 2017Q2 202219
Kovitz Investment Group Partners, LLC 19190.08%0.12%0.18%Q1 2019Q3 202319
Kinneret Advisory, LLC 1720.37%0.63%0.82%Q4 2018Q3 202319
GYL FINANCIAL SYNERGIES, LLC 19190.04%0.17%0.39%Q1 2019Q3 202319
Sand Hill Global Advisors, LLC 1180.14%0.31%0.54%Q1 2017Q3 202319
Gerber Kawasaki Wealth & Investment Management 19190.02%0.05%0.09%Q1 2019Q3 202319
LOOMIS SAYLES & CO L P 1520.00%0.02%0.06%Q2 2013Q3 202319
CORTLAND ADVISERS LLC 19192.83%3.60%5.13%Q1 2015Q3 201919
WEALTHFRONT Corp 19190.01%0.01%0.02%Q1 2014Q3 201819
WESBANCO BANK INC 1180.01%0.03%0.05%Q4 2018Q3 202319
PHILADELPHIA TRUST CO 19190.02%0.03%0.05%Q1 2019Q3 202319
TRUST CO OF TOLEDO NA /OH/ 1810.04%0.06%0.07%Q1 2019Q4 202319
BAR HARBOR TRUST SERVICES 1810.00%4.15%6.76%Q3 2015Q2 202219
1ST SOURCE BANK 19190.02%0.03%0.04%Q1 2019Q3 202319
Inspire Investing, LLC 19190.06%0.74%1.60%Q4 2017Q2 202219
JFS WEALTH ADVISORS, LLC 1110.00%0.00%0.01%Q2 2014Q3 202319
GSI Capital Advisors LLC 811.58%2.76%7.36%Q2 2013Q4 202119
FIRST INTERSTATE BANK 19190.02%0.05%0.09%Q3 2015Q1 202019
FIRST MERCHANTS CORP 1810.05%0.16%0.26%Q3 2017Q3 202319
IMPAX ASSET MANAGEMENT LLC 19190.78%1.58%2.30%Q2 2013Q4 201719
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.05%0.08%Q1 2019Q3 202319
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1360.14%2.09%4.52%Q2 2013Q3 202319
LORD, ABBETT & CO. LLC 910.01%0.16%0.30%Q2 2014Q2 202319
WEALTHSOURCE PARTNERS, LLC 19190.02%0.07%0.16%Q1 2019Q3 202319
Wealth Architects, LLC 19190.03%0.06%0.09%Q1 2019Q3 202319
WINTON GROUP Ltd 1310.03%0.14%0.34%Q1 2015Q2 202219
Fisher Asset Management, LLC 1410.00%0.22%0.44%Q1 2014Q3 202319
MANAGED ACCOUNT SERVICES INC 1360.09%0.19%0.25%Q4 2016Q3 202119
DAVIS SELECTED ADVISERS 1020.02%0.08%0.14%Q2 2013Q3 202318
Alera Investment Advisors, LLC 920.07%0.13%0.22%Q4 2018Q3 202318
MOORE CAPITAL MANAGEMENT, LP 410.02%0.60%1.14%Q2 2014Q3 202318
Coatue Management 18181.07%2.42%3.94%Q2 2013Q3 201718
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1710.00%0.32%0.44%Q3 2018Q3 202318
DUBUQUE BANK & TRUST CO 820.00%0.02%0.04%Q2 2014Q1 202118
RAY GERALD L & ASSOCIATES LTD 18180.26%0.28%0.32%Q2 2013Q3 201718
Wealthspire Advisors, LLC 1710.00%0.03%0.11%Q4 2018Q3 202318
Silicon Valley Capital Partners 18180.03%0.08%0.23%Q2 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.02%0.03%0.06%Q4 2015Q1 202018
TOCQUEVILLE ASSET MANAGEMENT L.P. 920.00%0.01%0.04%Q4 2013Q2 202318
Integrated Wealth Concepts LLC 18180.03%0.04%0.08%Q2 2019Q3 202318
ROWLAND CARMICHAEL ADVISORS INC /ADV 1080.10%0.24%0.46%Q2 2016Q4 202018
Commonwealth Equity Services, Inc 18180.03%0.04%0.05%Q2 2013Q3 201718
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 18180.11%0.35%0.63%Q3 2014Q4 201818
Fairbanks Capital Management, Inc. 18180.38%1.17%1.60%Q2 2019Q3 202318
Financial Gravity Asset Management, Inc. 1210.00%0.05%0.22%Q3 2018Q3 202318
Northside Capital Management, LLC 18180.06%0.09%0.13%Q1 2019Q2 202318
Ellevest, Inc. 18180.00%0.02%0.04%Q4 2018Q1 202318
Cipher Capital LP 410.18%0.48%1.24%Q2 2013Q1 202318
OLD NATIONAL BANCORP /IN/ 620.01%0.03%0.06%Q2 2014Q3 202318
CAPE COD FIVE CENTS SAVINGS BANK 18180.16%0.30%0.40%Q2 2019Q3 202318
American Investment Services, Inc. 18180.11%0.24%0.42%Q2 2019Q3 202318
Meridian Wealth Advisors, LLC 1710.13%0.48%0.71%Q4 2018Q3 202318
Qtron Investments LLC 18180.07%0.19%0.41%Q2 2019Q3 202318
Perpetual Ltd 1410.03%0.51%1.20%Q3 2016Q3 202318
Lavaca Capital LLC 1320.03%0.13%0.28%Q4 2018Q3 202318
New Capital Management LP 18180.03%0.13%0.30%Q4 2016Q1 202118
Lombard Odier Asset Management (Europe) Ltd 1610.02%0.07%0.23%Q2 2016Q1 202118
MARSHALL WACE, LLP 1010.00%0.12%0.50%Q1 2014Q3 202318
CX Institutional 1530.00%0.01%0.03%Q4 2018Q2 202318
PRINCETON CAPITAL MANAGEMENT INC 18182.30%3.21%4.30%Q2 2013Q3 201718
Citizens Business Bank 18180.13%0.18%0.27%Q1 2018Q2 202218
Larson Financial Group LLC 1620.00%0.00%0.01%Q4 2018Q3 202318
BLACKROCK ADVISORS LLC 15150.00%0.11%0.24%Q2 2013Q4 201618
Horizon Investments, LLC 1170.02%0.05%0.14%Q1 2019Q3 202318
Westhampton Capital, LLC 18180.83%1.12%1.44%Q2 2019Q3 202318
V Wealth Advisors LLC 1110.04%0.13%0.22%Q2 2017Q2 202318
Summit Global Investments 1420.01%0.55%1.85%Q1 2018Q3 202318
Thomas J. Herzfeld Advisors, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
Aries Wealth Management 1260.13%0.19%0.30%Q1 2019Q3 202318
Tranquility Partners, LLC 18180.37%0.61%0.81%Q2 2019Q3 202318
ETRADE Capital Management LLC 1530.01%0.04%0.12%Q2 2013Q3 202018
MADISON INVESTMENT HOLDINGS INC 18180.25%1.01%1.58%Q2 2015Q3 201918
STEVENS CAPITAL MANAGEMENT LP 410.08%0.52%1.70%Q2 2013Q4 202218
Savant Capital, LLC 18180.01%0.03%0.06%Q2 2019Q3 202318
Baskin Financial Services Inc. 18180.04%1.72%2.88%Q2 2019Q3 202318
GSA CAPITAL PARTNERS LLP 610.02%0.11%0.28%Q2 2013Q3 202318
PEAPACK GLADSTONE FINANCIAL CORP 1440.01%0.15%0.36%Q1 2019Q3 202318
Wealth Alliance Advisory Group, LLC 18180.08%0.22%0.36%Q2 2019Q3 202318
Ironvine Capital Partners, LLC 1350.02%0.07%0.26%Q4 2017Q2 202218
SUN LIFE FINANCIAL INC 18180.00%0.02%0.04%Q4 2016Q1 202118
Nationwide Fund Advisors 18180.10%0.19%0.30%Q2 2013Q3 201718
Vestmark Advisory Solutions, Inc. 1530.11%0.20%0.29%Q1 2019Q3 202318
UBS AG 660.00%0.03%0.10%Q2 2013Q3 201418
Sageworth Trust Co 1710.00%0.01%0.13%Q4 2014Q1 202318
Endurance Wealth Management, Inc. 1530.00%0.05%0.09%Q4 2018Q2 202318
Sequoia Financial Advisors, LLC 1080.02%0.04%0.26%Q1 2019Q3 202318
ROMAN BUTLER FULLERTON & CO 18180.10%0.17%0.24%Q1 2019Q2 202318
FIC CAPITAL INC 18180.72%1.62%1.96%Q2 2013Q3 201718
Schonfeld Strategic Advisors LLC 610.02%0.20%0.61%Q1 2016Q3 202318
Virtue Capital Management, LLC 1410.02%0.26%0.46%Q1 2018Q3 202318
Windsor Wealth Management, Inc. 17170.04%0.16%0.25%Q1 2019Q1 202317
Gotham Asset Management, LLC 1410.00%0.08%0.12%Q1 2015Q3 202317
D.B. Root & Company, LLC 17170.12%0.23%0.30%Q1 2018Q1 202217
Pacifica Partners Inc. 17170.01%0.03%0.07%Q4 2019Q4 202317
DAVIDSON & GARRARD INC 17170.10%0.45%0.67%Q3 2013Q3 201717
FORVIS Wealth Advisors, LLC 17170.03%0.04%0.05%Q4 2016Q4 202017
ArrowMark Colorado Holdings LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Nan Shan Life Insurance Co., Ltd. 840.01%1.22%2.47%Q1 2018Q3 202317
SEEYOND 17170.23%0.32%0.77%Q4 2018Q4 202217
Geneva Advisors, LLC 17170.67%1.54%2.14%Q2 2013Q2 201717
Strategic Blueprint, LLC 17170.04%0.27%0.79%Q3 2019Q3 202317
Legacy Bridge, LLC 17170.00%0.69%1.20%Q3 2019Q3 202317
Cottage Street Advisors LLC 17170.25%1.14%1.92%Q3 2019Q3 202317
BLUESTEIN R H & CO LLC 1410.01%0.13%1.92%Q2 2013Q3 202217
LOWE BROCKENBROUGH & CO INC 17170.39%1.04%1.46%Q2 2017Q2 202117
Lido Advisors, LLC 1610.01%0.04%0.14%Q1 2019Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.01%0.04%0.07%Q2 2013Q2 201717
Beech Hill Advisors, Inc. 1251.04%1.51%2.28%Q4 2016Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.07%0.10%0.15%Q2 2013Q2 201717
Ninety One UK Ltd 1110.00%0.08%0.17%Q4 2016Q3 202317
Autus Asset Management, LLC 1610.04%0.36%0.51%Q2 2018Q4 202217
Waratah Capital Advisors Ltd. 1110.06%1.12%3.18%Q1 2018Q1 202317
BRUNI J V & CO /CO 17170.09%5.36%7.67%Q2 2015Q2 201917
LAKE STREET ADVISORS GROUP, LLC 1520.05%0.07%0.11%Q4 2017Q3 202317
Destination Wealth Management 1510.00%0.64%0.89%Q3 2018Q3 202317
Apriem Advisors 1070.00%1.13%3.47%Q4 2014Q3 202317
Altium Wealth Management LLC 17170.04%0.09%0.20%Q2 2018Q2 202217
Independent Portfolio Consultants, Inc. 17170.16%0.41%0.65%Q2 2013Q2 201717
Arden Trust Co 1160.04%0.32%0.49%Q2 2019Q3 202317
First National Bank of South Miami 17170.00%0.01%0.01%Q2 2019Q2 202317
DIVIDEND ASSETS CAPITAL, LLC 1250.01%0.16%1.28%Q3 2017Q3 202317
ZEKE CAPITAL ADVISORS, LLC 1340.03%0.08%0.13%Q4 2016Q4 202217
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.10%0.34%0.67%Q3 2019Q3 202317
YHB Investment Advisors, Inc. 1160.02%0.06%0.16%Q1 2019Q3 202317
Formidable Asset Management, LLC 1110.01%0.16%0.28%Q3 2015Q3 202317
Gemmer Asset Management LLC 17170.01%0.02%0.03%Q1 2018Q1 202217
BI Asset Management Fondsmaeglerselskab A/S 1520.04%0.15%0.53%Q2 2019Q3 202317
Capital Bank & Trust Co 17170.55%1.38%1.84%Q2 2017Q2 202117
THOMPSON DAVIS & CO., INC. 17170.04%0.09%0.36%Q3 2014Q3 201817
PFS INVESTMENTS INC. 17170.02%0.14%0.24%Q2 2019Q2 202317
Modera Wealth Management, LLC 1110.01%0.02%0.04%Q1 2019Q3 202317
A.R.T. Advisors, LLC 510.04%0.26%0.54%Q2 2013Q2 202017
WFG Advisors, LP 17170.00%0.03%0.05%Q2 2013Q2 201717
Busey Bank 17170.01%0.07%0.13%Q3 2019Q3 202317
Virtu Financial LLC 610.02%0.16%0.80%Q2 2013Q4 202217
FIRST AMERICAN TRUST, FSB 1610.06%0.59%1.24%Q2 2017Q3 202317
PINNACLE ASSOCIATES LTD 17170.01%0.01%0.04%Q3 2019Q3 202317
Sowell Financial Services LLC 1030.08%0.17%0.46%Q3 2018Q3 202317
CrestPoint Capital Management, LLC 17170.15%0.26%0.84%Q4 2013Q4 201717
PRW Wealth Management LLC 930.08%0.17%0.32%Q4 2018Q3 202317
Sunbelt Securities, Inc. 1310.02%0.07%0.17%Q4 2016Q3 202317
Tradewinds Capital Management, LLC 1110.00%0.01%0.02%Q4 2016Q3 202317
Bremer Bank National Association 17170.04%0.65%1.18%Q1 2019Q1 202317
Forward Management, LLC 610.00%0.29%0.86%Q2 2013Q3 202217
Community Bank, N.A. 1610.01%0.16%0.23%Q3 2016Q3 202317
INTACT INVESTMENT MANAGEMENT INC. 1250.03%0.16%0.39%Q1 2015Q3 202317
Compton Wealth Advisory Group, LLC 17170.16%0.47%1.09%Q4 2018Q4 202217
Hotaling Investment Management, LLC 17171.37%1.68%2.22%Q4 2018Q4 202217
McIlrath & Eck, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
MACKAY SHIELDS LLC 17170.10%0.20%0.31%Q1 2018Q1 202217
GAM Holding AG 1410.01%0.10%0.26%Q3 2013Q3 201817
Handelsbanken Fonder AB 1430.02%0.15%0.23%Q4 2015Q3 202317
Edge Wealth Management LLC 810.00%0.16%2.50%Q2 2013Q3 202317
Choate Investment Advisors 17170.02%0.05%0.10%Q3 2019Q3 202317
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.24%1.15%Q3 2014Q3 202317
EVOKE WEALTH, LLC 17170.00%0.02%0.04%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.16%0.27%0.39%Q3 2019Q3 202317
Outlook Wealth Advisors, LLC 1340.08%0.21%0.50%Q4 2018Q1 202317
abrdn Investment Management Ltd 17170.01%1.51%2.29%Q2 2013Q2 201717
Bridgewater Associates 310.00%0.07%0.19%Q3 2014Q1 202317
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 510.00%0.08%0.36%Q1 2017Q1 202317
Sound View Wealth Advisors Group, LLC 17170.04%0.10%0.12%Q3 2019Q3 202317
GARCIA HAMILTON & ASSOCIATES LP/DE 17170.36%1.40%2.52%Q2 2013Q2 201717
Bedel Financial Consulting, Inc. 17170.04%0.06%0.08%Q1 2018Q1 202217
ALTA CAPITAL MANAGEMENT LLC/ 1240.02%0.13%0.22%Q2 2015Q3 202316
Laidlaw Wealth Management LLC 16160.16%0.27%0.47%Q4 2019Q3 202316
Prestige Wealth Management Group LLC 1510.01%0.01%0.03%Q4 2018Q3 202316
Arkadios Wealth Advisors 16160.01%0.05%0.09%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.12%0.27%0.39%Q4 2019Q3 202316
Key FInancial Inc 16160.10%0.26%0.57%Q4 2019Q3 202316
Princeton Global Asset Management LLC 16160.00%0.02%0.05%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.30%0.41%0.49%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.23%0.49%0.98%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.02%0.04%Q4 2019Q3 202316
Principal Street Partners, LLC 16160.06%0.16%0.27%Q2 2019Q1 202316
Optas, LLC 16160.09%0.14%0.20%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.27%0.47%0.80%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.14%0.25%0.38%Q4 2019Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16160.96%1.16%1.40%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.17%0.28%0.41%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.14%0.33%0.50%Q4 2019Q3 202316
Total Clarity Wealth Management, Inc. 16160.45%0.92%1.89%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.38%0.71%0.90%Q4 2019Q3 202316
CreativeOne Wealth, LLC 1330.04%0.11%0.14%Q3 2019Q3 202316
Hirtle Callaghan & Co LLC 1060.00%0.02%0.08%Q3 2013Q3 201716
SG3 Management, LLC 610.03%0.65%3.27%Q4 2016Q1 202216
StrongBox Wealth, LLC 16160.48%0.81%1.31%Q1 2020Q4 202316
Atom Investors LP 1210.05%0.26%0.63%Q2 2019Q3 202316
ExodusPoint Capital Management, LP 1210.00%0.08%0.31%Q2 2019Q3 202316
Stokes Capital Advisors, LLC 1330.06%0.55%1.16%Q4 2018Q3 202316
Rossmore Private Capital 1510.15%0.54%0.86%Q4 2017Q3 202316
Jacobus Wealth Management, Inc. 1510.03%0.07%0.12%Q2 2013Q3 201716
Solstein Capital, LLC 16160.12%0.45%0.80%Q4 2019Q3 202316
TRUSTCORE FINANCIAL SERVICES, LLC 16160.00%0.01%0.02%Q1 2019Q4 202216
IMS Capital Management 16160.12%0.16%0.22%Q2 2019Q1 202316
Carmichael Hill & Associates, Inc. 16160.02%0.03%0.04%Q4 2019Q3 202316
Qube Research & Technologies Ltd 410.00%0.20%1.09%Q1 2018Q3 202316
Stonebridge Capital Advisors LLC 1150.01%0.02%0.03%Q2 2019Q3 202316
Castle Rock Wealth Management, LLC 1240.12%0.26%0.50%Q3 2019Q3 202316
Cypress Wealth Services, LLC 1510.06%0.08%0.10%Q4 2017Q4 202116
MATHER GROUP, LLC. 16160.01%0.02%0.04%Q4 2019Q3 202316
Geneva Partners, LLC 1410.47%0.89%1.82%Q2 2016Q3 202216
Hazelview Securities Inc. 720.08%3.09%5.00%Q4 2017Q3 202316
Cadence Bank 16160.03%0.11%0.22%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.44%0.70%1.10%Q4 2019Q3 202316
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.01%0.27%0.89%Q4 2019Q3 202316
ARGUS INVESTORS' COUNSEL, INC. 16161.29%1.76%2.27%Q4 2019Q3 202316
Vestcor Inc 16160.28%0.77%1.93%Q4 2019Q3 202316
United Asset Strategies, Inc. 730.76%1.26%1.51%Q2 2013Q3 202216
CONCENTRIC WEALTH MANAGEMENT, LLC 16160.30%0.52%0.82%Q4 2019Q3 202316
PEREGRINE CAPITAL MANAGEMENT LLC 1150.01%0.28%0.49%Q3 2016Q4 202116
COMERICA SECURITIES,INC. 16160.01%0.36%0.58%Q1 2019Q4 202216
Glenview Trust Co 1510.01%0.02%0.03%Q4 2013Q3 202316
Dorsal Capital Management, LP 16162.67%5.75%9.25%Q1 2015Q4 201816
JANUS HENDERSON INVESTORS US LLC 16160.17%0.41%0.68%Q2 2013Q1 201716
Ranger Global Real Estate Advisors, LLC 920.14%4.62%9.68%Q3 2017Q3 202216
MACROVIEW INVESTMENT MANAGEMENT LLC 1210.00%0.01%0.03%Q1 2014Q3 202316
Column Capital Advisors, LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
Wealthcare Advisory Partners LLC 1010.00%0.01%0.03%Q4 2017Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.04%0.06%0.10%Q4 2019Q3 202316
HYMAN CHARLES D 16160.02%0.14%0.19%Q4 2019Q3 202316
PERSONAL CFO SOLUTIONS, LLC 16160.00%0.06%0.09%Q4 2019Q3 202316
Raab & Moskowitz Asset Management LLC 1330.08%0.15%0.26%Q3 2018Q3 202316
Virtu KCG Holdings LLC 870.00%0.03%0.09%Q3 2013Q2 201716
Atlas Private Wealth Management, LLC 16160.74%1.07%1.40%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.03%0.35%0.65%Q4 2019Q3 202316
Highland Private Wealth Management 16160.04%0.06%0.09%Q4 2018Q3 202216
Integrated Advisors Network LLC 16160.25%0.39%0.62%Q4 2019Q3 202316
First PREMIER Bank 16160.00%0.00%0.01%Q4 2019Q3 202316
BOYS ARNOLD & CO INC 16160.04%0.09%0.22%Q2 2016Q1 202016
D'Orazio & Associates, Inc. 16160.01%0.01%0.01%Q4 2017Q3 202116
AO Asset Management, LP 1010.94%3.24%7.55%Q4 2014Q4 202116
MITCHELL SINKLER & STARR/PA 16160.12%0.24%0.38%Q3 2019Q2 202316
M&G INVESTMENT MANAGEMENT LTD 16160.25%0.55%1.02%Q4 2019Q3 202316
RFG Advisory, LLC 16160.04%0.06%0.08%Q4 2019Q3 202316
GROUP ONE TRADING, L.P. 710.00%0.00%0.02%Q4 2013Q3 202316
Belmont Capital, LLC 16160.03%0.07%0.11%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.12%0.19%0.28%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.20%0.54%0.82%Q4 2019Q3 202316
Ethic Inc. 16160.19%0.29%0.41%Q4 2019Q3 202316
EPIQ PARTNERS, LLC 16162.04%2.68%3.37%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.03%0.14%0.34%Q4 2019Q3 202316
TRANSCEND CAPITAL ADVISORS, LLC 16160.17%0.44%1.02%Q4 2019Q3 202316
Prime Capital Investment Advisors, LLC 870.01%0.13%0.29%Q3 2019Q3 202315
BBR PARTNERS, LLC 1410.03%0.04%0.06%Q1 2019Q3 202315
Somerset Trust Co 15150.38%0.52%0.64%Q2 2020Q4 202315
NIXON PEABODY TRUST CO 15151.13%1.37%1.68%Q1 2020Q3 202315
FOUNDERS FINANCIAL SECURITIES LLC 640.11%0.13%0.21%Q3 2019Q3 202315
LMR Partners LLP 610.05%0.18%0.34%Q2 2014Q2 202015
Edgestream Partners, L.P. 410.03%0.39%1.36%Q2 2015Q3 202315
BlackRock Japan Co. Ltd 15150.16%0.20%0.36%Q2 2013Q4 201615
Tidal Investments LLC 1230.06%0.11%0.24%Q4 2019Q3 202315
Ranch Capital Advisors Inc. 15150.14%0.19%0.24%Q4 2019Q2 202315
BlackRock Group LTD 15150.16%0.18%0.21%Q2 2013Q4 201615
Cordasco Financial Network 15150.01%0.02%0.03%Q4 2018Q2 202215
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 960.02%0.15%0.49%Q4 2019Q3 202315
Indie Asset Partners, LLC 15150.27%0.61%1.06%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.10%0.14%0.21%Q2 2013Q4 201615
NAPLES GLOBAL ADVISORS, LLC 15150.06%0.10%0.17%Q1 2020Q3 202315
Venture Visionary Partners LLC 1410.04%0.09%0.18%Q4 2019Q3 202315
Quadrature Capital Ltd 510.01%0.37%2.05%Q3 2017Q3 202315
Shepherd Financial Partners LLC 15150.08%0.35%0.60%Q1 2020Q3 202315
Epoch Investment Partners, Inc. 1410.04%0.23%0.40%Q1 2017Q3 202315
Platte River Wealth Advisors, LLC 1410.12%0.25%0.49%Q4 2019Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.11%0.23%0.33%Q1 2020Q3 202315
LifePlan Financial Group, Inc 1140.00%0.00%0.01%Q2 2013Q3 202015
IAG Wealth Partners, LLC 15150.00%0.01%0.01%Q4 2019Q2 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.08%0.16%0.29%Q1 2020Q3 202315
American Assets Investment Management, LLC 910.06%0.29%0.92%Q2 2013Q3 202315
Vectors Research Management, LLC 15150.00%0.00%0.01%Q4 2018Q2 202215
Broadleaf Partners, LLC 15151.07%1.56%2.22%Q4 2017Q2 202115
Horst & Graben Wealth Management LLC 15150.13%0.24%0.38%Q1 2020Q3 202315
Engineers Gate Manager LP 710.02%0.09%0.23%Q1 2015Q3 202315
Sepio Capital, LP 960.02%0.19%0.68%Q4 2018Q3 202215
Xact Kapitalforvaltning AB 15150.23%0.30%0.45%Q3 2016Q1 202015
Equitable Holdings, Inc. 15150.01%0.01%0.01%Q1 2020Q3 202315
AlphaCrest Capital Management LLC 1410.02%0.15%0.47%Q4 2018Q3 202215
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.01%0.02%Q1 2020Q3 202315
1623 Capital LLC 15152.67%4.48%6.37%Q4 2019Q2 202315
American Money Management, LLC 15150.56%1.58%2.18%Q1 2020Q3 202315
ClariVest Asset Management LLC 610.00%0.54%1.36%Q2 2013Q3 202315
Davidson Capital Management Inc. 15150.00%0.70%1.79%Q1 2020Q3 202315
Moreno Evelyn V 15150.88%1.08%1.27%Q1 2020Q3 202315
Global Endowment Management, LP 920.05%0.35%0.64%Q2 2013Q4 201815
DELTA LLOYD NV 1410.01%0.08%0.26%Q2 2013Q1 201715
Rosenbaum Jay D. 15150.94%1.41%1.94%Q1 2020Q3 202315
IEQ CAPITAL, LLC 1140.02%0.08%0.11%Q4 2019Q3 202315
RWA WEALTH PARTNERS, LLC 1320.00%0.36%0.67%Q1 2018Q2 202315
BlackRock Fund Advisors 15150.15%0.17%0.20%Q2 2013Q4 201615
Matrix Capital Management Company, LP 15154.08%5.41%7.69%Q2 2013Q4 201615
Knights of Columbus Asset Advisors LLC 15150.23%0.80%1.27%Q1 2020Q3 202315
Centiva Capital, LP 810.00%0.09%0.45%Q1 2019Q3 202315
AGRAN LIBBIE 1320.30%0.58%0.76%Q2 2013Q1 201715
EVERMAY WEALTH MANAGEMENT LLC 1410.04%0.07%0.09%Q1 2019Q3 202315
Beacon Pointe Advisors, LLC 15150.03%0.11%0.19%Q1 2020Q3 202315
Silicon Hills Wealth Management, LLC 15150.12%0.28%0.48%Q4 2019Q2 202315
BlackRock Institutional Trust Company, N.A. 15150.15%0.17%0.20%Q2 2013Q4 201615
DeDora Capital, Inc. 920.07%0.22%0.39%Q1 2018Q1 202215
OSAIC HOLDINGS, INC. 15150.05%0.07%0.10%Q1 2020Q3 202315
J. W. Coons Advisors, LLC 15150.07%0.20%0.28%Q1 2020Q3 202315
WORLDQUANT MILLENNIUM ADVISORS LLC 1310.03%0.18%0.60%Q2 2018Q3 202315
Procyon Advisors, LLC 960.13%0.29%0.63%Q4 2019Q3 202315
RMR Wealth Builders 1410.06%0.17%0.43%Q4 2019Q3 202315
Page Arthur B 15150.23%0.80%1.43%Q4 2019Q2 202315
EXCHANGE TRADED CONCEPTS, LLC 1230.00%0.08%0.68%Q1 2020Q4 202315
Landmark Financial Advisors, LLC 15150.14%0.24%0.32%Q1 2020Q3 202315
Quantitative Investment Management, LLC 610.09%0.25%0.57%Q4 2013Q2 202315
ASPIRIANT, LLC 810.01%0.02%0.04%Q1 2016Q4 202115
Verdence Capital Advisors LLC 1410.04%0.05%0.06%Q4 2019Q3 202315
Cardan Capital Partners, LLC 15150.11%0.16%0.23%Q1 2018Q3 202115
Rampart Investment Management Company, LLC 15150.04%0.30%0.45%Q1 2017Q3 202015
COHEN LAWRENCE B 15150.79%1.13%1.56%Q1 2020Q3 202315
Regent Peak Wealth Advisors LLC 15150.07%0.11%0.14%Q4 2019Q2 202315
Banco de Sabadell, S.A 1020.04%0.13%0.38%Q4 2018Q3 202315
UNIVEST FINANCIAL Corp 15151.13%1.66%2.18%Q1 2020Q3 202315
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.04%0.47%1.45%Q4 2013Q1 202115
DODGE & COX 960.00%0.00%0.00%Q3 2018Q2 202215
Advisor Group, Inc. 15150.05%0.07%0.12%Q2 2016Q4 201915
Marshall Wace North America L.P. 1010.00%0.11%0.45%Q2 2013Q1 202115
HHM Wealth Advisors, LLC 15150.02%0.07%0.11%Q1 2020Q3 202315
Bragg Financial Advisors, Inc 15150.14%0.25%0.32%Q1 2020Q3 202315
NICOLET ADVISORY SERVICES, LLC 15150.03%0.05%0.09%Q1 2020Q3 202315
Nichols Asset Management LLC 15150.08%0.27%1.04%Q2 2013Q4 201615
PEOPLES BANK /OH 15150.15%0.23%0.38%Q1 2019Q3 202215
Leisure Capital Management 15150.16%0.26%0.35%Q1 2020Q3 202315
Biltmore Family Office, LLC 1210.05%0.18%0.33%Q4 2017Q2 202215
Greenline Partners, LLC 15150.49%0.70%0.98%Q3 2019Q1 202315
RITHOLTZ WEALTH MANAGEMENT 14140.00%0.03%0.06%Q2 2020Q3 202315
MATRIX PRIVATE CAPITAL GROUP LLC 15150.16%0.25%0.50%Q4 2019Q2 202315
MSI Financial Services Inc 15150.02%0.15%0.36%Q2 2013Q4 201615
NTV ASSET MANAGEMENT LLC 1020.06%0.48%0.96%Q1 2014Q3 201815
Century Capital Management, LLC 15150.24%0.75%1.59%Q4 2013Q2 201715
RESOURCES MANAGEMENT CORP /CT/ /ADV 1220.00%0.00%0.00%Q3 2018Q2 202214
Symphony Financial, Ltd. Co. 14140.12%0.52%1.44%Q1 2020Q2 202314
ALGERT GLOBAL LLC 860.02%0.31%0.71%Q1 2020Q3 202314
KELLY LAWRENCE W & ASSOCIATES INC/CA 14140.00%1.99%3.04%Q2 2020Q3 202314
Visionary Wealth Advisors 14140.02%0.03%0.05%Q2 2020Q3 202314
Dai-ichi Life Holdings, Inc. 14140.03%0.09%0.12%Q2 2013Q3 201614
FAS Wealth Partners, Inc. 14140.03%0.04%0.05%Q1 2020Q2 202314
Pinnacle Wealth Planning Services, Inc. 14140.06%0.10%0.18%Q3 2019Q4 202214
DOWLING & YAHNKE LLC 14140.02%0.02%0.03%Q2 2019Q3 202214
FORTE CAPITAL LLC /ADV 14140.08%0.10%0.13%Q2 2020Q3 202314
Bayesian Capital Management, LP 310.06%0.21%0.51%Q3 2017Q3 202314
Strategic Investment Advisors / MI 620.04%0.09%0.13%Q2 2019Q1 202314
Teton Advisors, Inc. 14140.37%0.56%0.77%Q2 2013Q3 201614
Tower View Wealth Management LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
SADOFF INVESTMENT MANAGEMENT LLC 770.02%0.02%0.03%Q1 2019Q3 202214
EMS Capital LP 14140.04%0.08%0.18%Q4 2016Q1 202014
Sullivan, Bruyette, Speros & Blaney, LLC 1040.05%0.07%0.09%Q2 2016Q1 202114
MEITAV INVESTMENT HOUSE LTD 1130.01%0.24%1.12%Q1 2020Q3 202314
United Bank 14140.47%0.85%1.01%Q2 2020Q3 202314
Janney Capital Management LLC 1010.01%0.28%0.56%Q1 2017Q2 202314
Mizuho Asset Management Co.,Ltd. 14140.01%0.06%0.12%Q2 2013Q3 201614
Assenagon Asset Management S.A. 1210.00%0.01%0.01%Q4 2019Q3 202314
Natixis Investment Managers International 520.02%0.06%0.11%Q4 2014Q2 202214
Shinko Asset Management Co., Ltd. 14140.90%2.47%2.89%Q2 2013Q3 201614
J.W. COLE ADVISORS, INC. 1310.03%0.05%0.12%Q4 2019Q3 202314
Magnus Financial Group LLC 14140.06%0.11%0.17%Q4 2018Q1 202214
Ayrshire Capital Management LLC 14140.53%0.63%0.69%Q2 2020Q3 202314
NEEDHAM INVESTMENT MANAGEMENT LLC 14140.07%0.14%0.23%Q2 2020Q3 202314
Northcape Capital Pty Ltd 14140.29%0.42%0.57%Q2 2020Q3 202314
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1040.02%0.60%1.00%Q4 2017Q1 202214
Wealthstreet Investment Advisors, LLC 14140.29%0.41%0.54%Q4 2017Q1 202114
Capula Management Ltd 330.00%0.05%0.14%Q1 2021Q1 202314
JUPITER ASSET MANAGEMENT LTD 410.00%0.32%0.79%Q2 2013Q3 202214
Almanack Investment Partners, LLC. 14140.02%0.08%0.17%Q2 2019Q3 202214
JACOBS LEVY EQUITY MANAGEMENT, INC 510.00%0.25%0.66%Q4 2013Q3 202114
Ilmarinen Mutual Pension Insurance Co 14140.07%0.18%0.28%Q2 2020Q3 202314
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 14140.02%0.02%0.03%Q1 2020Q2 202314
Advisor OS, LLC 14140.20%0.37%0.52%Q2 2020Q3 202314
ADVANTAGE INVESTMENT MANAGEMENT, LLC 770.00%0.03%0.12%Q4 2014Q4 201814
BRINKER CAPITAL INC 1220.03%0.06%0.14%Q4 2016Q2 202014
Family Management Corp 14140.65%1.14%1.53%Q2 2020Q3 202314
Premier Fund Managers Ltd 14140.14%0.22%0.32%Q2 2020Q3 202314
NWAM LLC 1110.02%0.03%0.04%Q3 2019Q3 202314
Global Financial Private Capital, Inc 14140.07%0.10%0.15%Q1 2017Q2 202014
PROFFITT & GOODSON INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Rheos Capital Works Inc. 1310.13%2.77%6.23%Q4 2019Q3 202314
AMG National Trust Bank 14140.05%0.08%0.10%Q2 2020Q3 202314
Pegasus Partners Ltd. 1130.05%0.32%0.67%Q2 2017Q4 202014
Avondale Wealth Management 1310.00%0.02%0.04%Q4 2017Q1 202214
Anfield Capital Management, LLC 14140.68%0.92%1.30%Q2 2020Q3 202314
DT Investment Partners, LLC 1130.02%0.04%0.06%Q4 2017Q3 202314
Community Capital Management, LLC 1220.28%0.63%1.21%Q1 2019Q3 202214
Bluefin Trading, LLC 310.00%0.08%0.22%Q2 2014Q1 202014
Prudent Man Advisors, LLC 14140.24%0.39%0.70%Q2 2020Q3 202314
Cordatus Wealth Management LLC 420.28%0.85%3.18%Q4 2018Q3 202314
I.G. INVESTMENT MANAGEMENT, LTD. 14140.03%0.06%0.11%Q2 2013Q3 201614
Cribstone Capital Management, LLC 1010.00%0.01%0.02%Q2 2017Q2 202214
LMCG INVESTMENTS, LLC 770.01%0.01%0.02%Q2 2013Q3 202314
DEERE & CO 14140.13%0.15%0.18%Q2 2013Q3 201614
BRR OpCo, LLC 14140.13%0.21%0.26%Q2 2019Q3 202214
BRIDGEWAY CAPITAL MANAGEMENT, LLC 510.03%0.07%0.19%Q2 2013Q4 202114
RKL Wealth Management LLC 14140.13%0.19%0.24%Q2 2020Q3 202314
Hixon Zuercher, LLC 14141.26%1.53%1.84%Q2 2020Q3 202314
HighPoint Advisor Group LLC 1010.05%0.18%0.31%Q1 2017Q2 202214
MinichMacGregor Wealth Management, LLC 1210.00%0.03%0.35%Q4 2015Q4 202214
Mn Services Vermogensbeheer B.V. 14140.16%0.23%0.26%Q1 2016Q2 201914
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.01%0.04%Q2 2020Q3 202314
DILLON & ASSOCIATES INC 14140.08%0.46%0.66%Q1 2020Q2 202314
BALLAST ADVISORS LLC 14140.08%0.13%0.21%Q4 2019Q1 202314
XPONANCE, INC. 14140.25%0.39%0.52%Q2 2020Q3 202314
CHEMICAL BANK 1010.02%0.09%0.16%Q2 2013Q2 201914
HIGHBRIDGE CAPITAL MANAGEMENT LLC 810.01%0.12%0.27%Q2 2013Q1 201814
U S GLOBAL INVESTORS INC 610.01%0.15%0.27%Q2 2013Q3 202013
TBH Global Asset Management, LLC 940.06%0.08%0.11%Q2 2020Q3 202313
SevenBridge Financial Group, LLC 13130.04%0.09%0.29%Q2 2016Q2 201913
Truehand, Inc 13130.13%0.16%0.21%Q4 2018Q4 202113
SeaBridge Investment Advisors LLC 13130.01%0.01%0.02%Q3 2017Q3 202013
CAPITAL GROWTH MANAGEMENT LP 810.38%1.90%3.25%Q4 2014Q1 202113
GENERAL ELECTRIC CO 13130.66%1.17%1.76%Q2 2013Q2 201613
Kimelman & Baird, LLC 610.03%0.05%0.08%Q2 2016Q2 202113
Ferris Capital, LLC 510.02%0.07%0.14%Q2 2017Q1 202213
CWA Asset Management Group, LLC 1120.02%0.19%0.35%Q2 2020Q3 202313
QVR LLC 320.01%0.09%0.18%Q2 2021Q3 202213
Polar Asset Management Partners Inc. 510.00%0.30%0.62%Q2 2017Q3 202313
ELLINGTON MANAGEMENT GROUP LLC 410.02%0.09%0.21%Q2 2013Q4 201913
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 710.02%0.33%0.75%Q4 2019Q2 202313
RENAISSANCE GROUP LLC 850.01%0.01%0.02%Q1 2019Q3 202213
Capital Square, LLC 1210.16%2.69%4.14%Q1 2020Q3 202313
BSW Wealth Partners 13130.06%0.14%0.21%Q3 2020Q3 202313
Providence Capital Advisors, LLC 1010.00%0.00%0.01%Q4 2017Q3 202313
FIRST FOUNDATION ADVISORS 13130.01%0.03%0.04%Q3 2020Q3 202313
ZACKS INVESTMENT MANAGEMENT 710.00%0.06%0.14%Q3 2016Q2 202313
Clear Creek Financial Management, LLC 1010.04%0.08%0.16%Q1 2020Q3 202313
MILLIE CAPITAL MANAGEMENT, LLC 13131.92%2.33%2.93%Q4 2014Q4 201713
GLG LLC 940.16%0.24%0.36%Q1 2014Q4 201713
Newbridge Financial Services Group, Inc. 13130.08%0.30%0.58%Q3 2020Q3 202313
Continuum Advisory, LLC 13130.07%0.12%0.22%Q3 2020Q3 202313
Lokken Investment Group LLC 1210.35%0.42%0.50%Q1 2012Q3 202313
CGN Advisors LLC 13130.20%0.30%0.44%Q4 2020Q4 202313
Founders Financial Alliance, LLC 13130.12%0.26%0.32%Q3 2020Q3 202313
Great Diamond Partners, LLC 13130.38%0.70%1.30%Q4 2019Q4 202213
Tuttle Capital Management, LLC 610.19%0.77%1.47%Q2 2017Q2 202113
Berkshire Bank 13130.26%0.47%0.77%Q3 2020Q3 202313
BECK CAPITAL MANAGEMENT, LLC 13130.26%0.55%1.36%Q4 2013Q4 201613
Hexagon Capital Partners LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.01%0.03%Q3 2020Q3 202313
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1120.07%0.65%1.21%Q2 2020Q3 202313
Maryland Capital Management 13130.02%0.04%0.05%Q1 2019Q1 202213
Miracle Mile Advisors, LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
HIGHFIELDS CAPITAL MANAGEMENT LP 12120.02%2.36%6.39%Q3 2015Q2 201813
Lowell Blake & Associates Inc. 13130.65%1.39%2.07%Q3 2020Q3 202313
Winthrop Advisory Group LLC 13130.06%0.08%0.12%Q1 2019Q1 202213
SOLARIS ASSET MANAGEMENT LLC 13130.22%0.26%0.28%Q4 2014Q4 201713
BAINCO INTERNATIONAL INVESTORS 13131.00%1.46%1.86%Q4 2017Q4 202013
Freestone Capital Holdings, LLC 1120.01%0.06%0.49%Q2 2020Q3 202313
Psagot Value Holdings Ltd. 940.00%0.02%0.09%Q2 2013Q4 201913
BRYN MAWR TRUST Co 1210.01%0.01%0.02%Q1 2015Q2 202213
Lenox Wealth Management, Inc. 13130.00%0.05%0.11%Q2 2017Q2 202013
Zions Bancorporation 1010.00%0.06%0.41%Q1 2015Q3 201813
Quantitative Systematic Strategies LLC 410.04%0.25%0.67%Q1 2014Q1 202113
Donald L. Hagan, LLC 610.05%0.78%1.59%Q3 2015Q1 202313
Convergence Investment Partners, LLC 810.01%0.18%0.33%Q4 2017Q4 202113
Cypress Capital Management LLC (WY) 820.01%0.02%0.05%Q4 2014Q4 202113
1776 Wealth LLC 13130.24%0.29%0.33%Q4 2019Q4 202213
HUTNER CAPITAL MANAGEMENT INC 13130.18%0.60%0.78%Q3 2020Q3 202313
Truvestments Capital LLC 510.04%0.31%0.95%Q3 2018Q3 202313
Cornerstone Advisors, LLC 710.09%0.56%0.72%Q4 2019Q3 202313
Verde Capital Management 13130.44%0.83%1.17%Q3 2020Q3 202313
Delta Investment Management, LLC 1120.06%0.38%1.30%Q2 2019Q3 202313
Friedberg Investment Management 13132.56%3.36%4.58%Q3 2014Q3 201713
MV CAPITAL MANAGEMENT, INC. 1110.00%0.00%0.01%Q4 2014Q3 202313
PEDDOCK CAPITAL ADVISORS, LLC 810.06%0.08%0.11%Q2 2017Q4 202113
Fosun International Ltd 760.01%0.03%0.07%Q4 2018Q1 202213
Elevated Capital Advisors, LLC 510.16%0.23%0.42%Q1 2019Q3 202313
D L CARLSON INVESTMENT GROUP INC 13130.56%1.08%1.44%Q3 2020Q3 202313
Mattern Wealth Management LLC 1210.53%0.94%1.75%Q4 2019Q3 202313
ELEMENT POINTE ADVISORS, LLC 13130.08%0.10%0.13%Q1 2019Q1 202213
Apollon Wealth Management, LLC 1120.05%0.12%0.21%Q2 2020Q3 202313
OFI Advisors LLC 1120.02%0.02%0.03%Q1 2012Q3 201513
RBO & CO LLC 13130.08%0.11%0.13%Q3 2020Q3 202313
STRATEGY ASSET MANAGERS LLC 510.05%0.14%0.70%Q2 2013Q3 202313
Charles Schwab Trust Co 1120.03%0.06%0.10%Q3 2019Q2 202313
FRIESS ASSOCIATES LLC 1210.01%1.41%2.11%Q2 2013Q4 201613
CORNERSTONE ADVISORS INC 1210.00%0.23%0.42%Q3 2015Q4 202113
ORRSTOWN FINANCIAL SERVICES INC 13130.68%0.95%1.30%Q1 2019Q1 202213
Vantage Financial Partners Ltd., Inc. 1210.21%0.33%0.42%Q1 2017Q3 202313
Illinois Municipal Retirement Fund 13130.02%0.05%0.11%Q3 2020Q3 202313
SouthState Corp 13130.01%0.02%0.03%Q3 2020Q3 202313
FIRST UNITED BANK & TRUST 13130.16%0.26%0.35%Q3 2020Q3 202313
Elo Mutual Pension Insurance Co 12120.20%0.26%0.31%Q4 2020Q3 202312
BRIDGES INVESTMENT MANAGEMENT INC 12120.01%0.38%0.52%Q4 2020Q3 202312
OPTIMUM INVESTMENT ADVISORS 750.00%0.01%0.02%Q3 2013Q3 202312
Tufton Capital Management 12120.04%0.08%0.10%Q4 2020Q3 202312
CARLSON CAPITAL L P 710.11%0.56%0.92%Q2 2013Q1 201812
MARINO, STRAM & ASSOCIATES LLC 610.01%0.11%0.53%Q4 2017Q3 202312
SOMERVILLE KURT F 630.01%0.04%0.05%Q2 2015Q2 202212
REGENTATLANTIC CAPITAL LLC 1010.01%0.03%0.04%Q4 2014Q3 202212
PartnerRe Asset Management CORP 12120.12%0.13%0.15%Q2 2013Q1 201612
Mondrian Investment Partners LTD 12120.34%1.99%2.91%Q4 2020Q3 202312
Virtus Fund Advisers, LLC 1020.00%0.26%0.44%Q2 2014Q4 201712
MCDONALD PARTNERS LLC 12120.01%0.37%0.54%Q4 2020Q3 202312
TD Securities (USA) LLC 12120.08%0.18%0.22%Q2 2013Q1 201612
Hillsdale Investment Management Inc. 12120.00%0.00%0.01%Q1 2019Q4 202112
Valmark Advisers, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
1st Global Advisors, Inc. 1020.04%0.06%0.14%Q2 2013Q2 201712
VSR Financial Services, Inc. 12120.05%0.07%0.10%Q2 2013Q1 201612
Nikko Asset Management Americas, Inc. 12120.04%0.08%0.15%Q4 2014Q3 201712
CSat Investment Advisory, L.P. 12120.00%0.04%0.09%Q2 2018Q1 202112
SFMG, LLC 12120.37%0.50%0.56%Q4 2014Q3 201712
BHF Kleinwort Benson Group S.A. 12120.03%0.15%0.29%Q2 2013Q1 201612
WEALTHCARE CAPITAL MANAGEMENT LLC 1010.00%0.00%0.00%Q4 2014Q1 202112
Aft, Forsyth & Sober, LLC 1110.43%0.58%0.74%Q2 2020Q3 202312
Camelot Portfolios, LLC 810.14%0.33%0.77%Q1 2014Q2 202012
LVZ, Inc. 12120.04%0.05%0.07%Q4 2020Q3 202312
Matarin Capital Management, LLC 12120.07%0.34%0.60%Q3 2015Q2 201812
Vontobel Holding Ltd. 12120.08%0.20%0.32%Q4 2020Q3 202312
Waterfront Capital Partners, LLC 520.43%2.65%6.10%Q4 2013Q2 202312
FINANCIAL CONSULATE, INC 12120.10%0.15%0.23%Q2 2020Q1 202312
Neuburgh Advisers LLC 12120.74%0.99%1.38%Q4 2016Q3 201912
Tyers Asset Management LLC 12120.96%1.26%1.64%Q4 2016Q3 201912
Meadow Creek Investment Management LLC 12120.33%0.44%0.58%Q4 2016Q3 201912
Flinton Capital Management LLC 12121.10%1.48%2.08%Q4 2016Q3 201912
Radnor Capital Management, LLC 1020.09%0.18%0.42%Q3 2020Q3 202312
Farmers & Merchants Trust Co of Chambersburg PA 12120.00%0.00%0.01%Q3 2019Q2 202212
Summit Trail Advisors, LLC 810.02%0.03%0.06%Q4 2017Q3 202312
Bogart Wealth, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.02%0.05%0.08%Q4 2018Q3 202112
Strategic Wealth Partners, Ltd. 810.00%0.11%0.40%Q4 2017Q4 202212
Investors Research Corp 750.00%0.00%0.01%Q1 2019Q3 202312
Certified Advisory Corp 1110.01%0.01%0.02%Q4 2017Q1 202112
GPS Wealth Strategies Group, LLC 930.07%0.10%0.16%Q3 2020Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.58%1.03%1.27%Q4 2018Q3 202112
Main Street Financial Solutions, LLC 12120.04%0.13%0.17%Q4 2020Q3 202312
Claro Advisors LLC 1010.02%0.09%0.15%Q4 2018Q2 202312
Ellis Investment Partners, LLC 1110.00%0.06%0.14%Q3 2019Q3 202212
Grandview Asset Management LLC 750.03%0.38%0.74%Q4 2018Q3 202212
VeraBank, N.A. 12120.11%0.16%0.21%Q1 2020Q4 202212
MIROVA 12120.05%0.12%0.17%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.04%0.07%Q4 2018Q3 202112
Marcum Wealth, LLC 12120.08%0.14%0.18%Q4 2020Q3 202312
Wealth Alliance 12120.04%0.07%0.10%Q4 2020Q3 202312
Maryland State Retirement & Pension System 12120.24%0.80%2.34%Q4 2020Q3 202312
Professional Financial Advisors, LLC 12120.00%0.26%0.95%Q4 2019Q3 202212
Modus Advisors, LLC 1110.02%0.17%0.24%Q2 2020Q4 202312
Value Partners Investments Inc. 1110.03%0.18%0.49%Q2 2020Q3 202312
Systematic Alpha Investments, LLC 12120.00%0.02%0.06%Q4 2020Q3 202312
Salvus Wealth Management, LLC 12121.11%1.58%1.94%Q4 2020Q3 202312
First Pacific Financial 12120.34%0.47%0.57%Q4 2020Q3 202312
Rosenberg Matthew Hamilton 12120.01%0.03%0.05%Q4 2020Q3 202312
Concord Wealth Partners 12120.01%0.13%0.26%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.57%0.82%0.98%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.05%0.24%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.31%0.67%0.92%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12122.00%2.37%2.79%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.10%0.50%0.78%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12121.28%1.67%2.02%Q4 2020Q3 202312
4J Wealth Management LLC 12120.46%0.81%1.12%Q4 2020Q3 202312
WD RUTHERFORD LLC 12120.30%0.54%0.75%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.24%0.41%0.51%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.40%0.49%0.55%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.19%0.30%0.35%Q4 2020Q3 202312
Connolly Sarah T. 12120.85%0.94%1.06%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.12%0.23%0.32%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.62%0.77%0.86%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.02%0.09%0.15%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12120.35%0.53%0.66%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.03%0.04%0.07%Q4 2020Q3 202312
Valley Brook Capital Group, Inc. 12120.34%0.43%0.54%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.26%0.34%0.42%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.32%0.43%0.66%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.07%0.38%0.58%Q4 2020Q3 202312
BREWIN DOLPHIN LTD 1110.00%0.07%0.18%Q3 2017Q2 202212
Hudson Canyon Capital Management 12121.12%1.30%1.61%Q4 2020Q3 202312
Ally Financial Inc. 420.15%0.46%0.87%Q2 2013Q3 202312
INSTITUTIONAL CAPITAL LLC 12120.19%1.19%3.02%Q1 2014Q4 201612
MONTAG & CALDWELL, LLC 12120.02%1.02%2.11%Q2 2018Q1 202112
RUSSELL FRANK CO/ 12120.15%0.21%0.29%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.09%0.11%0.15%Q4 2018Q3 202112
JAMES INVESTMENT RESEARCH INC 750.01%0.14%0.39%Q1 2019Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 12120.06%0.07%0.09%Q1 2019Q4 202112
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
NORTH AMERICAN MANAGEMENT CORP 12121.84%2.20%2.52%Q2 2018Q1 202112
QCI ASSET MANAGEMENT INC/NY 1110.00%0.00%0.01%Q2 2016Q1 202012
RAINIER INVESTMENT MANAGEMENT LLC 1110.12%0.31%0.53%Q2 2013Q3 201712
Archon Partners LLC 11111.60%1.86%2.24%Q1 2021Q3 202311
Werlinich Asset Management, LLC 11111.10%1.24%1.49%Q1 2021Q3 202311
Confluence Wealth Management LLC 11110.35%0.48%0.69%Q1 2018Q3 202011
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 11110.03%0.14%0.20%Q2 2019Q4 202111
Capstone Triton Financial Group, LLC 740.76%1.04%1.27%Q4 2020Q3 202311
John W. Brooker & Co., CPAs 11110.02%0.02%0.03%Q1 2020Q3 202211
EAGLE GLOBAL ADVISORS LLC 11110.27%0.45%0.55%Q1 2021Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.08%0.14%0.18%Q1 2021Q3 202311
Reynders McVeigh Capital Management, LLC 11110.02%0.02%0.03%Q3 2020Q1 202311
Magnetar Financial LLC 210.00%0.04%0.20%Q1 2015Q3 202311
Clal Insurance Enterprises Holdings Ltd 11110.38%0.47%0.55%Q1 2021Q3 202311
CYPRESS ASSET MANAGEMENT INC/TX 11110.06%0.08%0.10%Q2 2020Q4 202211
HARBER ASSET MANAGEMENT LLC 11111.43%2.95%4.87%Q1 2017Q3 201911
Regal Investment Advisors LLC 1010.00%0.03%0.05%Q3 2015Q3 202311
GoalVest Advisory LLC 830.02%0.07%0.24%Q4 2020Q4 202311
Artisan Partners Limited Partnership 520.03%0.15%0.36%Q2 2019Q1 202311
O'Brien Greene & Co. Inc 11110.12%0.15%0.20%Q1 2021Q3 202311
JOHN G ULLMAN & ASSOCIATES INC 11110.37%0.63%1.28%Q1 2021Q3 202311
INVESTMENT PARTNERS, LTD. 11110.11%0.18%0.24%Q1 2021Q3 202311
Rathbones Group PLC 11110.00%0.10%0.38%Q1 2021Q3 202311
Raub Brock Capital Management LP 11113.56%3.98%4.68%Q1 2020Q3 202211
Zweig-DiMenna Associates LLC 410.12%0.75%1.35%Q4 2013Q2 202311
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 11110.38%0.45%0.52%Q4 2020Q2 202311
Highstreet Asset Management Inc. 11110.07%0.59%1.02%Q2 2017Q4 201911
Presima Securities ULC 11110.38%3.43%5.58%Q1 2021Q3 202311
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.06%0.18%Q4 2015Q3 202311
ASPIRIANT HOLDINGS S3, LLC 11110.09%0.11%0.14%Q2 2013Q4 201511
Minot Wealth Management LLC 11110.24%0.77%1.85%Q4 2019Q2 202211
Accuvest Global Advisors 510.03%0.21%0.87%Q3 2013Q2 202011
Shannon River Fund Management LLC 11110.98%2.74%5.99%Q2 2013Q4 201511
RMR Advisors LLC 1010.06%1.18%3.46%Q4 2017Q3 202011
6 Meridian 11110.03%0.05%0.06%Q4 2017Q2 202011
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Euclid Advisors LLC 710.01%0.14%0.26%Q2 2013Q2 201611
Douglas C. Lane & Associates, Inc. 11110.54%0.75%0.92%Q2 2013Q4 201511
CANANDAIGUA NATIONAL CORP 11110.23%0.29%0.33%Q2 2020Q4 202211
Bellecapital International Ltd. 11110.11%0.18%0.23%Q1 2021Q3 202311
Crewe Advisors LLC 810.00%0.01%0.04%Q1 2019Q3 202311
PICTON MAHONEY ASSET MANAGEMENT 720.00%0.14%0.22%Q4 2017Q3 202311
ELEMENT CAPITAL MANAGEMENT LLC 320.01%0.26%0.72%Q4 2015Q3 202211
Blossom Wealth Management 11111.12%1.77%2.40%Q1 2021Q3 202311
WRAPMANAGER INC 620.08%0.11%0.17%Q1 2018Q2 202311
Cypress Capital, LLC 11110.20%0.51%1.68%Q2 2020Q4 202211
JACOBS & CO/CA 11110.23%0.25%0.29%Q1 2021Q3 202311
StoneX Group Inc. 810.05%0.16%0.37%Q2 2017Q3 202211
Stratos Wealth Advisors, LLC 11110.02%0.06%0.08%Q1 2021Q3 202311
PrairieView Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Navalign, LLC 11110.22%0.29%0.33%Q1 2021Q3 202311
Jump Trading, LLC 310.00%0.01%0.03%Q4 2013Q3 201811
EII CAPITAL MANAGEMENT, INC. 430.06%0.15%0.37%Q1 2018Q3 202111
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.02%Q3 2019Q3 202311
Piscataqua Savings Bank 11110.15%0.21%0.25%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.02%0.08%0.17%Q1 2021Q3 202311
FARALLON CAPITAL MANAGEMENT LLC 11110.59%2.92%5.17%Q2 2013Q4 201511
Point72 Hong Kong Ltd 210.00%0.27%0.72%Q3 2014Q3 202211
MOSELEY INVESTMENT MANAGEMENT INC 11110.14%0.15%0.18%Q3 2020Q1 202311
LINCLUDEN MANAGEMENT LTD 11110.25%0.43%0.67%Q1 2021Q3 202311
9258 Wealth Management, LLC 810.04%0.09%0.13%Q2 2020Q2 202311
Ohio National Investments, Inc. 11110.15%0.16%0.17%Q2 2013Q4 201511
M. Kulyk & Associates, LLC 11110.94%1.55%2.23%Q1 2021Q3 202311
Pinnacle Summer Investments, Inc. 11110.03%0.29%0.93%Q2 2013Q4 201511
CANANDAIGUA NATIONAL BANK & TRUST CO 520.06%0.20%0.35%Q1 2017Q4 202311
TimesSquare Capital Management, LLC 11110.05%0.05%0.06%Q2 2013Q4 201511
Spire Wealth Management 11110.05%0.19%0.48%Q1 2021Q3 202311
BAROMETER CAPITAL MANAGEMENT INC. 410.80%2.18%5.59%Q2 2014Q2 202011
SANDLER CAPITAL MANAGEMENT 610.03%0.14%0.84%Q2 2013Q1 201911
BOK Financial Private Wealth, Inc. 1010.00%0.02%0.04%Q2 2020Q3 202311
CURIAN CAPITAL LLC 11110.09%0.21%0.30%Q2 2013Q4 201511
KALMAR INVESTMENTS INC /DE/ 11110.22%0.33%0.54%Q2 2013Q4 201511
Integrated Investment Consultants, LLC 710.07%0.09%0.11%Q1 2016Q2 202311
Hennion & Walsh Asset Management, Inc. 11110.12%0.26%0.41%Q1 2021Q3 202311
KANALY TRUST CO 11110.00%0.13%0.22%Q2 2014Q4 201611
HARTLINE INVESTMENT CORP/ 11110.05%0.20%0.58%Q4 2019Q2 202211
Royal Fund Management, LLC 710.00%0.03%0.16%Q1 2018Q3 202311
Green Alpha Advisors, LLC 11110.18%0.52%0.77%Q2 2021Q4 202311
NFJ INVESTMENT GROUP, LLC 11110.34%1.77%3.65%Q1 2021Q3 202311
Canal Capital Management, LLC 1010.05%0.51%0.61%Q4 2019Q2 202311
ARGI Investment Services, LLC 11110.01%0.02%0.04%Q2 2020Q4 202211
TRUEWEALTH LLC 11110.06%0.08%0.12%Q4 2017Q2 202011
Teamwork Financial Advisors, LLC 650.06%0.23%0.53%Q1 2020Q3 202311
BOENNING & SCATTERGOOD, INC. 11110.16%0.18%0.22%Q2 2020Q4 202211
Lineweaver Wealth Advisors, LLC 1010.06%0.09%0.12%Q2 2020Q3 202311
Senator Investment Group LP 11110.55%2.05%3.33%Q4 2013Q2 201611
Arlington Partners LLC 11110.01%0.05%0.08%Q4 2020Q2 202311
DIALECTIC CAPITAL MANAGEMENT, LP 880.28%0.61%1.41%Q2 2013Q1 201511
NAVELLIER & ASSOCIATES INC 530.01%1.13%3.13%Q3 2012Q2 202011
B&I Capital AG 11111.50%2.09%2.97%Q4 2020Q2 202311
CADIAN CAPITAL MANAGEMENT, LP 11110.97%3.21%5.58%Q1 2016Q3 201811
CCLA Investment Management 650.65%1.01%1.24%Q4 2020Q3 202311
One Charles Private Wealth Services, LLC 1010.13%0.23%0.32%Q2 2020Q3 202311
SHINE INVESTMENT ADVISORY SERVICES INC 830.01%0.04%0.07%Q2 2017Q3 202011
Taylor Hoffman Wealth Management 910.00%0.00%0.00%Q4 2017Q2 202010
StrategIQ Financial Group, LLC 10100.02%0.04%0.05%Q4 2020Q1 202310
Grantham, Mayo, Van Otterloo & Co. LLC 10100.01%0.02%0.04%Q2 2013Q3 201510
Summit Financial, LLC 10100.02%0.07%0.09%Q2 2021Q3 202310
Peregrine Asset Advisers, Inc. 730.21%0.69%2.39%Q4 2017Q2 202010
Lumature Wealth Partners, LLC 10100.00%0.01%0.02%Q1 2021Q2 202310
Activest Wealth Management 820.00%0.01%0.03%Q1 2021Q3 202310
Brookstone Capital Management 10100.01%0.02%0.04%Q2 2021Q3 202310
Index Management Solutions, LLC 10100.00%0.02%0.13%Q2 2013Q3 201510
Accel Wealth Management 10100.02%0.03%0.04%Q4 2020Q1 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
Cable Hill Partners, LLC 910.00%0.01%0.01%Q4 2014Q1 201910
Graypoint LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Golden State Wealth Management, LLC 410.02%0.09%0.19%Q1 2019Q1 202210
Delos Wealth Advisors, LLC 10100.00%0.02%0.03%Q2 2021Q3 202310
Teza Capital Management LLC 310.06%0.44%1.14%Q4 2017Q3 202110
Pinnacle Wealth Management Group, Inc. 10100.39%0.76%1.03%Q2 2021Q3 202310
First Affirmative Financial Network 10100.40%0.69%0.90%Q3 2021Q4 202310
Coyle Financial Counsel LLC 910.01%0.22%0.34%Q2 2018Q3 202310
Burns Matteson Capital Management, LLC 10100.32%0.44%0.54%Q1 2021Q2 202310
Highlander Capital Management, LLC 10100.01%0.02%0.02%Q2 2013Q3 201510
Estabrook Capital Management 820.00%0.00%0.00%Q2 2013Q3 202310
Unigestion Holding SA 640.01%0.60%1.23%Q4 2018Q2 202110
Phoenix Holdings Ltd. 910.01%0.04%0.07%Q1 2021Q3 202310
PDS Planning, Inc 10100.03%0.05%0.06%Q2 2021Q3 202310
Pearl River Capital, LLC 310.07%0.50%1.16%Q4 2018Q1 202310
CAXTON CORP 640.14%0.44%1.00%Q1 2019Q1 202210
Investment Research & Advisory Group, Inc. 10100.16%0.19%0.23%Q4 2019Q1 202210
BlueCrest Capital Management Ltd 310.01%0.08%0.16%Q1 2015Q3 202310
AJ WEALTH STRATEGIES, LLC 10100.01%0.02%0.04%Q1 2021Q2 202310
Foundations Investment Advisors, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
FORA Capital, LLC 510.03%0.47%0.73%Q4 2019Q3 202310
Border to Coast Pensions Partnership Ltd 10100.84%2.10%3.50%Q2 2021Q3 202310
FOX RUN MANAGEMENT, L.L.C. 210.14%0.31%0.90%Q4 2015Q3 202310
AIGEN INVESTMENT MANAGEMENT, LP 510.05%0.44%1.17%Q1 2020Q2 202310
GRIES FINANCIAL LLC 10100.09%0.59%1.38%Q1 2021Q2 202310
Retirement Group, LLC 910.00%0.00%0.01%Q4 2019Q2 202210
CAMDEN NATIONAL BANK 10100.04%0.05%0.06%Q1 2020Q2 202210
Adams Chetwood Wealth Management LLC 10100.68%0.88%1.23%Q4 2019Q1 202210
FORTEM FINANCIAL GROUP, LLC 730.09%0.52%0.88%Q4 2018Q1 202210
PATRON PARTNERS, LLC 10100.15%0.54%0.66%Q4 2020Q1 202310
DRW Securities, LLC 410.01%0.03%0.09%Q4 2017Q3 202310
Union Bancaire Privee Asset Management LLC 10102.21%2.87%3.48%Q4 2018Q1 202110
West Branch Capital LLC 10100.02%0.04%0.04%Q2 2021Q3 202310
PARNASSUS INVESTMENTS, LLC 10100.96%1.53%2.06%Q1 2021Q2 202310
Empire Life Investments Inc. 820.16%0.35%0.51%Q4 2017Q4 202010
DELTA FINANCIAL ADVISORS LLC 10100.11%0.15%0.20%Q2 2021Q3 202310
IndexIQ Advisors LLC 10100.00%0.08%0.12%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.03%0.04%Q1 2021Q3 202310
Harrison Street Securities, LLC 825.77%6.70%8.35%Q2 2013Q3 201610
Columbia Trust Co 01012016 730.10%0.27%0.55%Q4 2019Q2 202210
Anson Funds Management LP 10100.18%0.43%0.83%Q1 2020Q2 202210
Palisades Hudson Asset Management, L.P. 910.10%0.12%0.16%Q4 2019Q2 202210
Arbor Wealth Management, LLC 10100.42%0.53%0.63%Q4 2015Q1 201810
EAGLE ASSET MANAGEMENT INC 420.00%0.06%0.37%Q2 2017Q3 202310
HC FINANCIAL ADVISORS INC 10100.03%0.04%0.05%Q1 2020Q2 202210
Bruderman Asset Management, LLC 820.01%0.01%0.02%Q1 2015Q1 201910
COLLECTIVE FAMILY OFFICE LLC 10100.09%0.19%0.30%Q4 2020Q1 202310
ASSOCIATED BANC-CORP 10100.01%0.02%0.03%Q2 2019Q3 202110
SWS Partners 520.03%0.66%1.08%Q4 2017Q3 202310
Ascent Wealth Partners, LLC 10100.22%0.31%0.38%Q1 2021Q2 202310
HOMESTEAD ADVISERS CORP 10100.00%0.00%0.01%Q2 2021Q3 202310
Walleye Capital LLC 420.00%0.16%1.16%Q2 2020Q3 202310
Deseret Mutual Benefit Administrators 10100.02%0.05%0.08%Q2 2021Q3 202310
BBT Capital Management, LLC 420.08%0.29%0.44%Q2 2013Q3 201610
Liontrust Investment Partners LLP 912.12%2.83%3.66%Q4 2020Q3 202310
Dempze Nancy E 10100.15%0.21%0.28%Q1 2020Q2 202210
Fiera Capital Corp 910.00%0.00%0.00%Q2 2018Q4 202010
Evolution Wealth Advisors, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
Legacy Financial Advisors, Inc. 610.02%0.04%0.06%Q4 2017Q4 202210
McClarren Financial Advisors, Inc. 610.02%0.03%0.03%Q4 2020Q3 202310
TAMRO Capital Partners LLC 10100.08%0.12%0.16%Q2 2013Q3 201510
IVC Wealth Advisors LLC 10100.14%0.18%0.22%Q1 2021Q2 202310
IBERIABANK CORP 10100.16%0.57%0.81%Q1 2018Q2 202010
EMFO, LLC 10100.02%0.18%0.38%Q2 2021Q3 202310
PFG Advisors 10100.03%0.04%0.05%Q1 2021Q2 202310
Empowered Funds, LLC 10100.02%0.08%0.17%Q2 2021Q3 202310
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 710.00%0.26%2.33%Q2 2013Q4 202010
Amundi 10100.15%0.24%0.36%Q2 2021Q3 202310
GRIMES & COMPANY, INC. 10100.01%0.01%0.01%Q4 2020Q1 202310
TRH Financial, LLC 910.08%0.21%0.40%Q4 2019Q2 202210
RONALD BLUE & CO LLC 10100.02%0.02%0.03%Q2 2013Q3 201510
Clarus Wealth Advisors 10100.22%0.40%0.74%Q4 2017Q1 202010
Howard Capital Management Group, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
Intersect Capital LLC 520.02%0.06%0.13%Q4 2014Q2 202210
Lloyd Advisory Services, LLC. 10100.01%0.02%0.04%Q4 2019Q1 202210
Omnia Family Wealth, LLC 10100.01%0.01%0.05%Q4 2016Q1 201910
Allen Capital Group, LLC 730.07%0.11%0.15%Q1 2021Q3 202310
CHICAGO EQUITY PARTNERS LLC 640.01%0.03%0.09%Q4 2016Q1 202010
WRIGHT INVESTORS SERVICE INC 640.09%0.33%0.62%Q2 2017Q4 202010
Capital Innovations LLC 420.24%0.67%1.15%Q4 2013Q3 201710
Global Trust Asset Management, LLC 910.00%0.00%0.00%Q2 2018Q4 202010
Insight Folios Inc 990.12%0.16%0.24%Q3 2021Q3 20239
RVB CAPITAL MANAGEMENT LLC 721.05%2.08%3.32%Q4 2017Q1 20229
AIA Group Ltd 810.01%0.03%0.10%Q4 2020Q2 20239
USCA RIA LLC 990.03%0.10%0.57%Q2 2019Q2 20219
Icon Wealth Partners, LLC 510.02%0.21%0.35%Q4 2017Q2 20229
Abbrea Capital, LLC 990.05%0.11%0.18%Q2 2021Q2 20239
MANAGED ACCOUNT ADVISORS LLC 990.16%0.20%0.24%Q2 2013Q2 20159
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 990.50%0.85%1.15%Q3 2021Q3 20239
Laffer Tengler Investments, Inc. 540.00%0.26%0.64%Q2 2015Q2 20239
AUA CAPITAL MANAGEMENT, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
Boit C F David 540.85%1.24%1.58%Q2 2021Q3 20239
CVA Family Office, LLC 720.01%0.03%0.06%Q1 2021Q2 20239
Spectrum Management Group, LLC 810.00%0.05%0.10%Q1 2019Q3 20219
STONNINGTON GROUP, LLC 990.07%0.14%0.31%Q1 2021Q1 20239
SpiderRock Advisors, LLC 330.01%0.12%0.74%Q1 2017Q3 20179
Telemark Asset Management, LLC 630.73%1.97%3.50%Q3 2014Q2 20189
DRIEHAUS CAPITAL MANAGEMENT LLC 210.04%0.16%0.35%Q2 2013Q4 20189
ROTHSCHILD INVESTMENT LLC /IL 810.06%0.47%0.61%Q2 2013Q3 20239
Eudaimonia Partners, LLC 720.27%0.33%0.37%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.03%0.04%0.05%Q3 2021Q3 20239
LAKE STREET PRIVATE WEALTH, LLC 610.04%0.09%0.15%Q3 2019Q1 20229
Stanford Investment Group, Inc. 990.05%0.07%0.09%Q4 2014Q4 20169
Veery Capital, LLC 990.15%0.17%0.19%Q4 2020Q4 20229
Winch Advisory Services, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Insight Advisors, LLC/ PA 990.07%0.08%0.11%Q4 2020Q4 20229
Perella Weinberg Partners Capital Management LP 410.12%0.60%1.75%Q2 2013Q1 20189
PAYDEN & RYGEL 510.01%0.38%1.64%Q1 2020Q2 20239
Osborn Williams & Donohoe LLC 990.08%0.29%0.62%Q1 2018Q1 20209
LOEB PARTNERS CORP 610.16%1.40%1.73%Q2 2013Q3 20179
New England Private Wealth Advisors LLC 990.06%0.08%0.12%Q3 2017Q3 20199
Human Investing LLC 990.00%0.00%0.00%Q4 2018Q4 20209
Arcus Capital Partners, LLC 710.06%0.10%0.16%Q4 2019Q2 20239
Meritage Group LP 811.40%4.47%6.68%Q1 2014Q1 20189
Robertson Stephens Wealth Management, LLC 420.02%0.03%0.07%Q1 2021Q3 20239
CHILDRESS CAPITAL ADVISORS, LLC 990.10%0.13%0.16%Q4 2020Q4 20229
Cavalier Investments, LLC 630.20%0.42%0.80%Q4 2019Q4 20229
JLP Asset Management, LLC 994.95%7.72%10.18%Q1 2020Q1 20229
NorthRock Partners, LLC 990.02%0.04%0.06%Q3 2021Q3 20239
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.05%0.12%0.21%Q1 2018Q3 20239
FORBES J M & CO LLP 990.73%0.79%0.86%Q3 2020Q3 20229
Signet Investment Advisory Group, Inc. 990.14%0.17%0.19%Q2 2021Q2 20239
Sargent Investment Group, LLC 810.05%0.07%0.08%Q2 2021Q3 20239
HEITMAN REAL ESTATE SECURITIES LLC 990.74%1.82%3.57%Q3 2021Q3 20239
Perpetual Investment Management Ltd 990.13%0.42%1.15%Q4 2020Q4 20229
Sitrin Capital Management LLC 992.63%3.79%4.39%Q4 2015Q4 20179
JANICZEK WEALTH MANAGEMENT, LLC 990.00%0.01%0.04%Q3 2021Q3 20239
Jupiter Investment Management Ltd 410.01%0.10%0.28%Q4 2013Q1 20209
Retirement Planning Co of New England, Inc. 880.01%0.34%0.50%Q4 2021Q3 20239
Kozak & Associates, Inc. 990.02%0.04%0.05%Q3 2021Q3 20239
Laurel Wealth Advisors, Inc. 410.02%0.05%0.10%Q3 2017Q4 20229
OXFORD ASSET MANAGEMENT LLP 540.01%0.05%0.12%Q1 2017Q3 20199
SYMPHONY ASSET MANAGEMENT LLC 990.14%0.20%0.28%Q2 2016Q2 20189
Greenwich Wealth Management LLC 810.06%0.17%0.86%Q2 2019Q3 20239
Baillie Gifford 990.00%0.01%0.02%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.01%0.02%0.04%Q2 2021Q3 20239
C M BIDWELL & ASSOCIATES LTD 410.01%0.52%1.56%Q3 2014Q3 20209
ACIMA PRIVATE WEALTH, LLC 990.03%0.04%0.05%Q4 2018Q4 20209
MOODY NATIONAL BANK TRUST DIVISION 610.00%0.06%0.13%Q2 2013Q3 20239
KB FINANCIAL PARTNERS, LLC 720.01%0.01%0.02%Q1 2021Q2 20239
Disciplined Investments, LLC 990.00%0.01%0.01%Q2 2021Q2 20239
Shorepoint Capital Partners LLC 810.16%0.36%0.45%Q1 2021Q2 20239
Jump Financial, LLC 420.02%0.11%0.28%Q3 2020Q3 20239
Riggs Asset Managment Co. Inc. 540.00%1.05%2.81%Q1 2016Q1 20239
Capital Advisors, Ltd. LLC 810.01%0.03%0.04%Q2 2019Q3 20239
Cooper Financial Group 990.05%0.08%0.14%Q3 2019Q3 20219
Independent Wealth Network Inc. 440.02%0.14%0.18%Q3 2021Q3 20239
Soros Fund Management 420.01%0.14%0.64%Q3 2013Q2 20209
EMERALD ADVISERS, LLC 510.00%0.00%0.00%Q3 2020Q3 20239
Oxbow Advisors, LLC 990.08%0.91%1.39%Q4 2020Q4 20229
Integrated Wealth Management 990.08%0.10%0.13%Q1 2015Q1 20179
Herold Advisors, Inc. 990.34%0.83%1.21%Q3 2021Q3 20239
MidWestOne Financial Group, Inc. 810.06%0.17%0.31%Q2 2021Q3 20239
American Financial Network Advisory Services LLC 990.08%0.36%0.54%Q3 2017Q3 20199
Badgley Phelps Wealth Managers, LLC 990.38%0.52%0.63%Q3 2021Q3 20239
Crestwood Capital Management, L.P. 510.62%4.11%8.12%Q2 2013Q1 20179
Agate Pass Investment Management, LLC 990.18%0.28%0.35%Q4 2021Q4 20239
BLUEFIN CAPITAL MANAGEMENT, LLC 720.02%0.06%0.14%Q3 2020Q4 20229
Constellation Wealth Advisors, LLC 990.21%0.27%0.32%Q2 2013Q2 20159
D. SCOTT NEAL, INC. 990.02%0.05%0.08%Q1 2016Q1 20189
Morningstar Investment Services LLC 420.00%0.00%0.00%Q4 2019Q3 20239
Castleview Partners, LLC 810.00%0.05%0.16%Q2 2021Q3 20239
BELLEVUE ASSET MANAGEMENT, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
NATIONAL PLANNING CORP 610.01%0.02%0.04%Q4 2014Q3 20179
James Hambro & Partners 810.02%0.04%0.06%Q4 2020Q1 20239
GeoWealth Management, LLC 990.00%0.01%0.01%Q2 2021Q2 20239
BCWM, LLC 991.39%1.72%2.11%Q3 2021Q3 20239
WESTFIELD CAPITAL MANAGEMENT CO LP 420.01%0.40%0.86%Q2 2013Q4 20209
Covea Finance 990.51%1.90%4.16%Q4 2021Q4 20239
Georgetown University 811.11%1.42%2.13%Q4 2020Q3 20239
ENDEAVOUR CAPITAL ADVISORS INC 990.14%0.54%0.67%Q4 2014Q4 20169
MIRABELLA FINANCIAL SERVICES LLP 610.03%0.92%2.36%Q1 2020Q3 20239
SOUTH TEXAS MONEY MANAGEMENT LTD 990.07%0.49%1.25%Q3 2017Q3 20199
Community Financial Services Group, LLC 510.00%0.01%0.06%Q2 2013Q3 20239
Heritage Investment Group, Inc. 880.07%0.18%0.35%Q4 2021Q3 20238
Campbell & CO Investment Adviser LLC 320.03%0.11%0.24%Q1 2019Q3 20238
PYA Waltman Capital, LLC 880.00%0.21%0.50%Q4 2021Q3 20238
Oakworth Capital, Inc. 510.00%0.00%0.01%Q4 2016Q3 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.02%0.02%0.02%Q4 2019Q3 20218
RE Dickinson Investment Advisors, LLC 880.05%0.16%0.32%Q4 2021Q3 20238
Parcion Private Wealth LLC 620.02%0.03%0.04%Q2 2020Q2 20228
MAKENA CAPITAL MANAGEMENT LLC 880.84%1.12%1.72%Q2 2020Q1 20228
PICTET ASSET MANAGEMENT SA 880.05%0.07%0.08%Q3 2021Q2 20238
Sands Capital Management 880.02%0.04%0.06%Q4 2016Q3 20188
Citizens National Bank Trust Department 880.00%0.01%0.01%Q4 2021Q3 20238
NumerixS Investment Technologies Inc 410.02%0.19%0.40%Q1 2015Q3 20198
MENTA CAPITAL LLC 310.03%0.19%0.43%Q3 2013Q1 20198
Sapphire Star Partners LP 880.28%0.38%0.50%Q1 2017Q4 20188
Employers Holdings, Inc. 880.24%0.38%0.46%Q2 2019Q1 20218
Gratus Capital, LLC 530.09%0.54%0.68%Q4 2014Q3 20238
CAT ROCK CAPITAL MANAGEMENT LP 885.65%12.25%21.74%Q4 2015Q3 20178
TWIN CAPITAL MANAGEMENT INC 710.02%0.08%0.10%Q2 2013Q4 20218
Tortoise Investment Management, LLC 610.00%0.00%0.01%Q4 2014Q3 20238
Klingman & Associates, LLC 880.00%0.00%0.01%Q4 2014Q3 20168
Bernicke Wealth Management, Ltd. 880.52%0.63%0.75%Q2 2018Q1 20208
Cedar Wealth Management, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Gary Goldberg Planning Services Inc 880.01%0.01%0.01%Q1 2013Q4 20148
JAMISON EATON & WOOD INC /NJ 880.54%0.69%0.92%Q2 2013Q1 20158
HARBOR ADVISORY CORP /MA/ 880.14%0.19%0.32%Q4 2020Q3 20228
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.04%0.07%0.10%Q2 2013Q1 20158
CAXTON ASSOCIATES LP 210.03%0.10%0.28%Q3 2014Q1 20238
McGowan Group Asset Management, Inc. 620.03%0.04%0.04%Q2 2020Q2 20228
TREES INVESTMENT COUNSEL LLC 881.31%1.75%1.94%Q4 2013Q3 20158
JARISLOWSKY, FRASER Ltd 880.00%0.00%0.00%Q1 2019Q4 20208
FIRST COMMUNITY TRUST NA 880.03%0.06%0.08%Q4 2021Q3 20238
AMICA PENSION FUND BOARD OF TRUSTEES 620.25%0.57%0.89%Q4 2016Q4 20188
PDT Partners, LLC 510.08%0.23%0.44%Q2 2013Q3 20158
Itau Unibanco Holding S.A. 610.00%0.00%0.01%Q1 2017Q3 20238
Skye Global Management LP 410.05%0.60%1.39%Q4 2017Q1 20218
Tesco Pension Investment Ltd 881.23%1.82%2.52%Q3 2020Q2 20228
CLINTON GROUP INC 410.01%0.12%0.35%Q2 2013Q3 20178
CAZ INVESTMENTS LP 880.21%0.80%2.16%Q1 2021Q4 20228
BAIRD ROBERT W & CO INC /WI/ 880.13%0.16%0.19%Q2 2013Q1 20158
Litman Gregory Wealth Management LLC 880.00%0.00%0.01%Q2 2019Q1 20218
HIGHLAND CAPITAL MANAGEMENT LP 610.04%0.14%0.22%Q3 2013Q4 20188
BOSTON PRIVATE BANK & TRUST CO 880.23%0.28%0.34%Q2 2013Q1 20158
AMERICAN NATIONAL BANK 710.00%0.02%0.04%Q2 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.19%0.20%0.22%Q2 2013Q1 20158
HCR Wealth Advisors 880.05%0.47%0.57%Q2 2020Q1 20228
LWM Advisory Services, LLC 880.47%0.75%1.07%Q4 2021Q3 20238
BANQUE PICTET & CIE SA 880.00%0.02%0.03%Q2 2021Q1 20238
Yorktown Management & Research Co Inc 880.08%0.27%0.59%Q3 2018Q2 20208
Caption Management, LLC 210.04%0.45%1.23%Q1 2020Q3 20238
NORTHERN CAPITAL MANAGEMENT LLC 880.81%1.05%1.24%Q1 2017Q4 20188
EverSource Wealth Advisors, LLC 880.01%0.06%0.12%Q4 2021Q3 20238
Sompo Asset Management Co., Ltd. 410.04%0.14%0.50%Q1 2020Q3 20228
Quantamental Technologies LLC 410.02%0.44%1.20%Q4 2018Q4 20228
Metis Global Partners, LLC 880.19%0.27%0.32%Q4 2021Q3 20238
Cypress Capital Group 880.17%0.25%0.35%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.06%0.10%0.12%Q4 2021Q3 20238
WFA Asset Management Corp 880.01%0.01%0.01%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 881.25%1.56%1.84%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.03%0.08%0.13%Q4 2021Q3 20238
Virtus Investment Advisers, Inc. 620.03%0.26%0.39%Q3 2016Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.01%0.05%0.22%Q4 2021Q3 20238
Quantum Private Wealth, LLC 880.10%0.22%0.33%Q4 2021Q3 20238
Accredited Investors Inc. 880.02%0.02%0.04%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.14%0.24%0.30%Q4 2021Q3 20238
Paragon Private Wealth Management, LLC 880.72%0.81%0.92%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.35%0.69%0.88%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.77%1.33%1.84%Q4 2021Q3 20238
Keystone Financial Group 620.04%0.05%0.06%Q2 2020Q2 20228
Schrum Private Wealth Management LLC 880.31%0.42%0.49%Q4 2021Q3 20238
Bill Few Associates, Inc. 881.46%2.06%2.61%Q4 2021Q3 20238
COMMONS CAPITAL, LLC 881.06%1.45%1.85%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.11%0.16%0.20%Q4 2021Q3 20238
Quent Capital, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.18%0.20%0.23%Q4 2014Q3 20168
Buckley Wealth Management, LLC 880.09%0.23%0.32%Q3 2021Q2 20238
Raleigh Capital Management Inc. 880.00%0.05%0.10%Q4 2021Q3 20238
Granite Bay Wealth Management, LLC 880.30%0.43%0.61%Q4 2021Q3 20238
Mendel Capital Management LLC 880.53%0.62%0.72%Q4 2021Q3 20238
LGT Group Foundation 880.22%0.31%0.42%Q4 2021Q3 20238
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 410.03%0.03%0.04%Q4 2013Q1 20168
HB Wealth Management, LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Meristem Family Wealth, LLC 880.04%0.08%0.16%Q2 2020Q1 20228
Marion Wealth Management 880.17%0.22%0.29%Q4 2021Q3 20238
PLIMOTH TRUST CO LLC 880.06%0.11%0.15%Q4 2021Q3 20238
Sequent Asset Management, LLC 710.28%0.33%0.39%Q1 2021Q1 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.05%0.07%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 880.61%0.85%1.05%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.25%0.39%0.50%Q4 2021Q3 20238
Covestor Ltd 880.02%0.06%0.11%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Gould Capital, LLC 880.02%0.33%2.46%Q4 2021Q3 20238
KENFARB & CO. 880.24%0.33%0.54%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.26%0.35%0.51%Q4 2021Q3 20238
Alapocas Investment Partners, Inc. 883.98%5.73%7.24%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.55%0.81%0.95%Q4 2021Q3 20238
Seneca House Advisors 880.67%1.06%1.30%Q3 2021Q2 20238
Sonora Investment Management Group, LLC 880.08%0.16%0.24%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.41%0.67%0.95%Q4 2021Q3 20238
INVESTMENT CENTERS OF AMERICA INC 880.06%0.07%0.08%Q4 2015Q3 20178
American Trust 880.25%0.29%0.32%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.02%Q4 2021Q3 20238
Stiles Financial Services Inc 880.75%0.98%1.19%Q4 2021Q3 20238
Vert Asset Management LLC 886.98%7.41%8.51%Q4 2021Q3 20238
Wedmont Private Capital 880.02%0.06%0.10%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 880.66%0.81%1.07%Q4 2021Q3 20238
AlphaOne Investment Services, LLC 880.01%0.02%0.04%Q4 2017Q3 20198
Ameritas Advisory Services, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
CHANNING GLOBAL ADVISORS, LLC 881.63%2.54%3.19%Q4 2021Q3 20238
HRT FINANCIAL LP 210.01%0.17%0.37%Q2 2015Q3 20238
Avidian Wealth Solutions, LLC 880.02%0.03%0.03%Q1 2021Q4 20228
Mill Capital Management, LLC 881.88%2.53%3.05%Q4 2021Q3 20238
DUALITY ADVISERS, LP 310.04%0.40%0.60%Q2 2019Q3 20238
Swaine & Leidel Wealth Services, LLC 882.16%2.77%3.76%Q2 2019Q1 20218
Cross Staff Investments Inc 880.77%1.05%1.33%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 881.00%1.19%1.37%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.36%0.49%0.61%Q4 2021Q3 20238
Alan B Lancz & Associates, Inc. 880.46%0.56%0.66%Q4 2021Q3 20238
DMC Group, LLC 880.24%0.40%0.61%Q4 2021Q3 20238
Clark Capital Management Group, Inc. 440.21%0.31%0.40%Q2 2020Q3 20238
Allspring Global Investments Holdings, LLC 880.09%0.10%0.10%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.01%0.01%Q3 2021Q3 20238
Riverwater Partners LLC 710.22%0.38%0.55%Q4 2021Q4 20238
Nachman Norwood & Parrott, Inc 880.03%0.04%0.05%Q3 2019Q2 20218
CenterBook Partners LP 880.69%1.33%2.10%Q4 2021Q3 20238
Kavar Capital Partners, LLC 310.01%0.02%0.02%Q4 2013Q2 20198
FourThought Financial, LLC 881.84%1.94%2.16%Q4 2020Q3 20228
NEW YORK LIFE TRUST CO 510.01%0.24%0.40%Q2 2013Q1 20178
Daiwa SB Investments Ltd. 530.01%0.01%0.02%Q2 2013Q1 20198
YOUSIF CAPITAL MANAGEMENT, LLC 880.18%0.24%0.29%Q4 2021Q3 20238
Connectus Wealth, LLC 880.02%0.02%0.05%Q4 2021Q3 20238
Baker Avenue Asset Management, LP 620.01%0.02%0.04%Q3 2014Q3 20238
Naviter Wealth, LLC 880.67%1.08%1.45%Q4 2021Q3 20238
South Shore Capital Advisors 880.44%0.80%1.06%Q4 2020Q3 20228
FIDUCIARY SERVICES CORP/GA 880.79%0.85%0.89%Q2 2013Q1 20158
Semmax Financial Advisors Inc. 880.00%0.05%0.36%Q4 2018Q3 20208
B. Metzler seel. Sohn & Co. AG 880.07%0.11%0.14%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.11%0.19%0.23%Q4 2021Q3 20238
Vancity Investment Management Ltd 880.74%1.00%1.23%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.01%Q4 2020Q4 20228
FCF Advisors LLC 880.68%1.00%1.29%Q1 2021Q4 20228
Cornerstone Wealth Group, LLC 620.05%0.70%1.27%Q2 2019Q4 20218
Quaero Capital S.A. 510.44%0.91%2.05%Q4 2020Q3 20238
Core Alternative Capital 880.00%0.01%0.02%Q4 2021Q3 20238
Kaizen Financial Strategies 620.18%0.28%0.41%Q4 2020Q4 20228
Ameritas Investment Company, LLC 610.00%0.04%0.12%Q4 2018Q3 20218
TPI Fund Managers Ltd 881.24%1.82%2.52%Q3 2020Q2 20228
Zeno Research, LLC 313.89%5.19%6.49%Q4 2020Q2 20238
ALPHA WINDWARD LLC 880.02%0.02%0.02%Q4 2016Q3 20188
ARBOR CAPITAL MANAGEMENT INC /ADV 880.92%1.04%1.28%Q4 2021Q3 20238
P.R. Herzig & Co. Inc. 880.80%1.08%1.30%Q3 2016Q2 20188
Rise Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 770.11%0.19%0.24%Q4 2021Q2 20237
Fulcrum Asset Management LLP 430.19%0.50%1.15%Q2 2020Q1 20227
FFT WEALTH MANAGEMENT LLC 610.02%0.04%0.06%Q2 2021Q1 20237
Compass Ion Advisors, LLC 410.07%0.12%0.20%Q4 2019Q4 20217
Platform Technology Partners 610.11%0.21%0.27%Q4 2020Q3 20227
Placemark Investments, Inc. 770.06%0.07%0.11%Q2 2013Q4 20147
Exchange Capital Management, Inc. 770.00%0.00%0.00%Q2 2016Q4 20177
Clear Perspective Advisors, LLC 510.01%0.05%0.25%Q2 2017Q4 20217
BANK OF HAWAII 770.02%0.04%0.07%Q4 2018Q2 20207
Holocene Advisors, LP 310.01%0.17%0.82%Q3 2020Q3 20237
Price Wealth, LLC 430.00%0.01%0.02%Q4 2017Q3 20207
Harbour Capital Advisors, LLC 310.03%0.06%0.09%Q1 2017Q2 20227
Lebenthal Global Advisors, LLC 610.04%0.21%0.30%Q4 2020Q4 20227
BALASA DINVERNO & FOLTZ LLC 610.01%0.02%0.02%Q2 2020Q2 20227
Varma Mutual Pension Insurance Co 770.02%0.03%0.04%Q3 2020Q1 20227
HAZLETT, BURT & WATSON, INC. 770.04%0.07%0.09%Q1 2022Q3 20237
TLP GROUP LLC 310.01%0.22%0.38%Q4 2015Q3 20187
FCG ADVISORS, LLC 770.07%0.10%0.11%Q1 2019Q3 20207
Crescent Grove Advisors, LLC 610.02%0.03%0.04%Q2 2021Q2 20237
Global Wealth Management Investment Advisory, Inc. 610.00%0.02%0.10%Q4 2018Q4 20207
Tyler-Stone Wealth Management 520.03%0.05%0.07%Q4 2021Q3 20237
Harvest Investment Services, LLC 610.17%0.25%0.48%Q2 2020Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 210.03%0.09%0.28%Q3 2020Q3 20237
Ruggie Capital Group 770.02%0.04%0.09%Q4 2017Q2 20197
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Timber Hill LLC 210.00%0.03%0.10%Q3 2013Q4 20177
Garde Capital, Inc. 770.01%0.02%0.02%Q1 2021Q3 20227
Golden State Equity Partners 430.08%0.17%0.41%Q2 2021Q3 20237
Parisi Gray Wealth Management 610.02%0.07%0.09%Q4 2017Q2 20217
Gerstein Fisher 770.03%0.06%0.15%Q4 2014Q2 20167
COOKSON PEIRCE & CO INC 771.92%3.03%3.44%Q4 2018Q2 20207
WHITENER CAPITAL MANAGEMENT, INC. 520.04%0.05%0.05%Q4 2017Q3 20197
Clean Yield Group 430.00%0.01%0.01%Q1 2020Q3 20227
CENTRAL BANK & TRUST CO 410.00%0.00%0.01%Q1 2016Q1 20237
Bickling Financial Services, Inc. 770.17%0.24%0.32%Q2 2021Q4 20227
Malaga Cove Capital, LLC 770.26%0.34%0.39%Q1 2022Q3 20237
Nelson Capital Management, LLC 520.00%0.00%0.01%Q4 2017Q3 20197
Monument Capital Management 771.25%1.37%1.63%Q4 2018Q2 20207
PARADIGM CAPITAL MANAGEMENT INC/NY 770.05%0.07%0.08%Q2 2014Q4 20157
MILES CAPITAL, INC. 770.24%0.31%0.40%Q3 2018Q1 20207
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 520.00%0.05%0.21%Q4 2016Q3 20197
Crosspoint Capital Strategies, LLC 510.00%0.43%3.01%Q4 2013Q1 20197
Lebenthal Holdings,LLC 770.08%0.24%0.57%Q4 2014Q2 20167
XY Capital Ltd 330.09%0.86%1.82%Q1 2023Q3 20237
Astoria Portfolio Advisors LLC. 770.20%0.33%0.51%Q1 2022Q3 20237
Landmark Bank 770.32%0.78%0.93%Q2 2018Q4 20197
CLOUGH CAPITAL PARTNERS L P 410.69%1.53%2.32%Q2 2013Q1 20237
Edge Advisors, LLC 770.00%0.00%0.01%Q4 2016Q2 20187
Gideon Capital Advisors, Inc. 210.25%0.82%1.43%Q1 2014Q2 20197
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 430.14%0.15%0.17%Q2 2013Q1 20177
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.01%Q1 2022Q3 20237
NatWest Group plc 770.00%0.04%0.08%Q2 2013Q4 20147
Fund Management at Engine No. 1 LLC 770.17%0.25%0.32%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.05%0.07%0.11%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.03%0.04%0.05%Q2 2018Q1 20207
Zions Trust, National Association 770.05%0.06%0.08%Q2 2013Q4 20147
First Western Trust Bank 770.26%0.39%0.53%Q1 2022Q3 20237
LBA Wealth Management, LLC 610.01%0.01%0.01%Q3 2014Q1 20177
Wagner Wealth Management, LLC 410.01%0.03%0.04%Q4 2017Q3 20227
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Koshinski Asset Management, Inc. 210.07%0.21%0.47%Q2 2016Q2 20237
RETIREMENT DESIGN & MANAGEMENT INC /ADV 771.28%1.86%2.27%Q4 2014Q2 20167
Western Pacific Wealth Management, LP 430.00%0.05%0.12%Q4 2021Q3 20237
SteelBridge Private Wealth Advisors LLC 520.33%1.14%2.12%Q2 2016Q1 20187
TCF National Bank 770.16%0.22%0.27%Q3 2019Q1 20217
Dynamic Capital Management Ltd 310.07%0.13%0.26%Q2 2013Q3 20177
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 410.06%0.10%0.13%Q4 2020Q3 20237
US Asset Management LLC 430.79%0.93%1.08%Q3 2021Q2 20237
Catalyst Capital Advisors LLC 770.40%0.55%0.69%Q4 2018Q2 20207
Financial Connections Group, Inc. 770.01%0.04%0.09%Q4 2021Q2 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.01%Q2 2019Q1 20217
Canton Hathaway, LLC 410.01%0.01%0.02%Q1 2019Q2 20227
Horan Securities, Inc. 430.00%0.00%0.01%Q2 2020Q4 20227
Mount Lucas Management LP 770.36%0.56%0.86%Q1 2019Q3 20207
Savior LLC 770.01%0.03%0.08%Q4 2019Q2 20217
L.M. KOHN & COMPANY 770.15%0.20%0.25%Q1 2022Q3 20237
Bank of New Hampshire 770.02%0.02%0.03%Q1 2022Q3 20237
AEW CAPITAL MANAGEMENT L P 610.02%1.13%2.00%Q2 2018Q3 20237
ASSET MANAGEMENT CORP /IL/ /ADV 410.13%0.35%0.73%Q2 2020Q4 20227
Graves Light Lenhart Wealth, Inc. 770.02%0.02%0.02%Q4 2020Q2 20227
CFS, LLC 770.06%0.11%0.32%Q2 2013Q4 20147
Rockbridge Investment Management, LCC 770.01%0.02%0.03%Q2 2020Q4 20217
Pasadena Private Wealth, LLC 770.06%0.09%0.12%Q4 2021Q2 20237
PFM Health Sciences, LP 210.39%1.15%2.38%Q3 2013Q4 20177
Partner Investment Management, L.P. 210.36%1.25%2.75%Q3 2013Q4 20177
Waldron Private Wealth LLC 610.06%0.08%0.09%Q1 2017Q4 20187
Ergoteles LLC 210.02%0.06%0.20%Q3 2020Q2 20237
TCTC Holdings, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Oliver Luxxe Assets LLC 770.43%0.65%0.78%Q4 2016Q2 20187
Pallas Capital Advisors LLC 430.04%0.24%0.64%Q2 2021Q3 20237
PALLADIUM PARTNERS LLC 410.00%0.01%0.01%Q2 2013Q1 20227
Palisade Asset Management, LLC 770.45%0.88%1.07%Q1 2022Q3 20237
ANCHOR CAPITAL ADVISORS LLC 770.26%0.33%0.43%Q1 2022Q3 20237
CADENCE BANK NA 770.08%0.30%1.54%Q1 2021Q3 20227
Buttonwood Financial Advisors Inc. 770.52%0.73%1.14%Q1 2022Q3 20237
Capitolis Advisors LLC 610.01%0.40%1.24%Q4 2020Q3 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.63%0.70%0.82%Q1 2021Q4 20227
Private Portfolio Partners LLC 770.06%0.07%0.08%Q2 2021Q4 20227
Railway Pension Investments Ltd 770.36%0.60%0.78%Q1 2019Q3 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.10%0.61%Q2 2013Q4 20147
Aston Asset Management, LLC 520.28%0.35%0.38%Q2 2013Q4 20157
Fortress Investment Group LLC 770.01%0.01%0.02%Q2 2013Q4 20147
Private Advisory Group LLC 770.11%0.50%0.99%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.02%0.05%0.08%Q2 2013Q4 20147
Curi Wealth Management, LLC 770.06%0.13%0.19%Q4 2020Q2 20227
E&G Advisors, LP 410.09%0.65%1.13%Q1 2014Q2 20227
Freemont Management S.A. 770.12%0.20%0.26%Q1 2022Q3 20237
CORBETT ROAD CAPITAL MANAGEMENT, LLC 610.44%0.58%0.81%Q4 2019Q2 20227
Cedar Brook Financial Partners, LLC 770.09%0.11%0.14%Q3 2019Q1 20217
Addison Capital Co 770.18%0.24%0.30%Q4 2021Q2 20237
COMERICA SECURITIES INC 770.04%0.05%0.06%Q2 2017Q4 20187
Ten Capital Wealth Advisors, LLC 430.00%0.01%0.04%Q4 2020Q2 20237
Alpine Global Management, LLC 310.03%0.19%0.39%Q4 2014Q1 20207
Ashburton (Jersey) Ltd 510.00%0.26%0.42%Q4 2015Q2 20176
Blue Trust, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
WCM INVESTMENT MANAGEMENT, LLC 310.00%0.03%0.08%Q1 2013Q4 20226
LVW Advisors, LLC 420.06%0.07%0.08%Q3 2021Q1 20236
Swedbank 660.36%0.45%0.51%Q3 2019Q4 20206
ASHMORE WEALTH MANAGEMENT LLC 663.12%3.45%3.86%Q3 2013Q4 20146
First Capital Advisors Group, LLC. 510.01%0.14%0.20%Q1 2018Q2 20236
Roberts Wealth Advisors, LLC 420.59%1.23%1.89%Q1 2022Q3 20236
MANOR ROAD CAPITAL PARTNERS, LLC 423.48%6.99%9.76%Q4 2017Q3 20216
Perennial Investment Advisors, LLC 660.11%0.12%0.13%Q1 2021Q2 20226
Granite Investment Advisors, LLC 660.24%0.49%0.66%Q3 2019Q4 20206
Industrial Alliance Investment Management Inc. 660.00%0.09%0.22%Q4 2021Q1 20236
WealthTrust Fairport, LLC 510.00%0.00%0.01%Q4 2014Q1 20196
Everett Capital Advisors UK LLP 330.82%1.68%3.57%Q1 2018Q3 20196
FSM Wealth Advisors, LLC 660.36%0.73%1.37%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.00%0.01%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.06%0.15%0.22%Q2 2022Q3 20236
Capitol Family Office, Inc. 661.59%3.42%4.97%Q4 2021Q1 20236
Edge Capital Group, LLC 330.01%0.03%0.05%Q3 2020Q4 20226
AFFINITY INVESTMENT ADVISORS, LLC 420.32%0.40%0.49%Q2 2020Q2 20236
Altavista Wealth Management, Inc. 330.05%0.06%0.07%Q2 2020Q4 20216
Stifel Trust Company, N.A. 660.06%0.10%0.28%Q2 2013Q3 20146
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CYPRESS FINANCIAL PLANNING LLC 660.18%0.25%0.33%Q2 2022Q3 20236
PSI Advisors, LLC 330.00%0.00%0.01%Q3 2021Q1 20236
Gunderson Capital Management Inc. 330.28%0.62%1.10%Q1 2019Q3 20206
AXS Investments LLC 510.01%0.07%0.18%Q1 2021Q2 20236
Machina Capital S.A.S. 210.12%0.40%0.69%Q4 2018Q3 20236
Riverview Trust Co 420.02%0.05%0.10%Q1 2022Q3 20236
Blackhawk Capital Partners LLC. 310.08%0.13%0.18%Q4 2017Q4 20216
London & Capital Asset Management Ltd 660.63%0.88%1.00%Q2 2022Q3 20236
Legacy CG, LLC 661.46%1.70%2.01%Q4 2021Q1 20236
PUBLIC INVESTMENT FUND 660.85%1.08%1.30%Q2 2022Q3 20236
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.09%0.15%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.05%0.05%0.05%Q4 2020Q1 20226
Polaris Wealth Advisory Group, LLC 410.10%0.94%2.32%Q1 2020Q2 20236
Baader Bank Aktiengesellschaft 660.11%0.23%0.36%Q4 2021Q1 20236
ROCKEFELLER FINANCIAL SERVICES INC 420.00%0.01%0.02%Q1 2014Q4 20176
J.Safra Asset Management Corp 510.00%0.01%0.02%Q1 2022Q3 20236
Vanderbilt University 660.27%0.34%0.45%Q2 2022Q3 20236
FRED ALGER MANAGEMENT, LLC 210.00%0.02%0.04%Q2 2013Q3 20206
JACKSON SQUARE CAPITAL, LLC 420.00%0.20%0.91%Q4 2019Q4 20226
GREATMARK INVESTMENT PARTNERS, INC. 410.03%0.06%0.09%Q3 2018Q4 20216
SUREVIEW CAPITAL LLC 441.70%5.03%12.53%Q2 2013Q1 20146
Lester Murray Antman dba SimplyRich 660.08%0.10%0.13%Q1 2021Q2 20226
Boston Trust Walden Corp 660.00%0.00%0.00%Q2 2021Q3 20226
Morse Asset Management, Inc 660.07%0.23%0.38%Q2 2019Q3 20206
1919 Investment Counsel, LLC 660.11%0.12%0.13%Q2 2013Q3 20146
Nova R Wealth, Inc. 660.15%0.20%0.25%Q4 2021Q1 20236
Lloyds Banking Group plc 660.03%0.05%0.06%Q2 2013Q3 20146
Rainier Group Investment Advisory LLC 660.08%0.32%1.46%Q2 2019Q3 20206
Czech National Bank 660.21%0.27%0.33%Q3 2022Q4 20236
PETERSON WEALTH MANAGEMENT 510.27%1.18%1.66%Q4 2019Q3 20236
Widmann Financial Services, Inc. 660.21%0.23%0.26%Q4 2021Q1 20236
Seven Springs Wealth Group, LLC 660.01%0.02%0.05%Q4 2019Q1 20216
Solidarity Wealth, LLC 330.46%0.99%1.84%Q1 2022Q3 20236
BURNS J W & CO INC/NY 660.03%0.04%0.04%Q1 2021Q2 20226
Geller Advisors LLC 420.03%0.05%0.07%Q1 2022Q3 20236
CAPITAL ONE, NATIONAL ASSOCIATION 660.05%0.06%0.07%Q1 2017Q2 20186
Lansing Street Advisors 660.02%0.03%0.04%Q1 2022Q2 20236
Constitution Capital LLC 660.12%0.18%0.29%Q4 2020Q1 20226
CANTOR FITZGERALD, L. P. 660.17%0.18%0.19%Q2 2022Q3 20236
Weaver Consulting Group 660.00%0.01%0.02%Q2 2019Q3 20206
Ironwood Investment Counsel, LLC 510.05%0.07%0.14%Q3 2018Q2 20216
Mader & Shannon Wealth Management, Inc. 663.63%3.99%4.45%Q1 2021Q2 20226
CAPTRUST FINANCIAL ADVISORS 510.04%0.06%0.07%Q4 2019Q3 20236
Crestline Management, LP 420.09%0.34%0.52%Q4 2017Q1 20216
Spouting Rock Asset Management, LLC 510.09%1.86%2.73%Q4 2019Q2 20216
SEI TRUST CO 660.26%0.31%0.36%Q2 2013Q3 20146
InterOcean Capital Group, LLC 660.01%0.03%0.04%Q2 2022Q3 20236
CHILTON INVESTMENT CO INC. 210.00%0.01%0.01%Q2 2020Q2 20236
Standard Family Office LLC 310.05%0.57%1.60%Q4 2020Q3 20226
Horan Capital Advisors, LLC. 210.02%0.04%0.11%Q3 2017Q3 20236
CITY NATIONAL BANK 510.00%0.00%0.01%Q4 2013Q3 20156
River Road Asset Management, LLC 660.14%0.26%0.36%Q2 2022Q3 20236
TRIAD FINANCIAL ADVISORS, INC. 660.09%0.13%0.18%Q4 2021Q1 20236
Quantinno Capital Management LP 660.03%0.05%0.10%Q2 2022Q3 20236
CALTON & ASSOCIATES, INC. 510.04%0.07%0.10%Q4 2019Q2 20216
Stokes Family Office, LLC 660.08%0.09%0.09%Q1 2021Q2 20226
LCNB CORP 510.10%0.11%0.14%Q2 2020Q2 20226
WEST BANCORPORATION INC 420.15%0.27%0.37%Q4 2019Q3 20226
HONEYWELL INTERNATIONAL INC 660.09%0.60%0.97%Q1 2018Q2 20196
Cranbrook Wealth Management, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
Disciplina Capital Management LLC 660.01%0.01%0.01%Q4 2021Q1 20236
Steinberg Global Asset Management 660.09%0.16%0.23%Q4 2017Q1 20196
Front Row Advisors LLC 660.02%0.03%0.04%Q4 2017Q1 20196
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Fortress Wealth Group, LLC 660.16%0.26%0.30%Q2 2021Q3 20226
DDD Partners, LLC 661.63%2.25%2.55%Q2 2022Q3 20236
Stephens Consulting, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Kernodle & Katon Asset Management Group, LLC 660.04%0.10%0.15%Q4 2015Q1 20176
DINSMORE CAPITAL MANAGEMENT CO/NJ 660.42%0.52%0.58%Q2 2014Q3 20156
Grisanti Capital Management LLC 660.01%0.02%0.02%Q2 2014Q3 20156
LeVasseur Capital Partners LLC 667.90%17.53%27.20%Q2 2015Q3 20166
STERNE AGEE GROUP, INC. 660.39%0.64%0.79%Q4 2013Q1 20156
WealthShield Partners, LLC 550.01%0.14%0.32%Q2 2020Q2 20215
TWINBEECH CAPITAL LP 210.10%0.17%0.25%Q4 2020Q3 20235
Independent Order of Foresters 320.26%0.36%0.46%Q3 2014Q1 20175
Ascent Group, LLC 410.03%0.06%0.12%Q2 2022Q3 20235
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 310.30%0.64%1.22%Q2 2013Q2 20165
Addison Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
ARS Investment Partners, LLC 550.39%0.59%0.69%Q1 2021Q1 20225
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
SAGE RHINO CAPITAL LLC 550.06%0.07%0.08%Q2 2021Q2 20225
LGT CAPITAL PARTNERS LTD. 550.94%1.07%1.23%Q2 2014Q2 20155
CAAS CAPITAL MANAGEMENT LP 330.02%0.10%0.22%Q4 2022Q2 20235
Trust Co of Kansas 550.13%0.15%0.15%Q2 2021Q2 20225
Perennial Investment Partners LTD 411.28%2.05%2.59%Q2 2013Q3 20145
NORTHWEST WEALTH MANAGEMENT, LLC 550.03%0.03%0.04%Q1 2018Q1 20195
Cupps Capital Management, LLC 320.00%0.13%0.20%Q2 2014Q3 20165
Princeton Alpha Management LP 110.06%0.14%0.31%Q3 2014Q4 20165
iAB Financial Bank 550.12%0.13%0.14%Q2 2016Q2 20175
Annex Advisory Services, LLC 550.04%0.25%0.40%Q1 2020Q1 20215
HOEY INVESTMENTS, INC 550.01%0.02%0.02%Q3 2022Q3 20235
Renaissance Investment Group LLC 550.10%0.99%1.63%Q1 2020Q1 20215
Virtus ETF Advisers LLC 310.03%0.13%0.23%Q4 2017Q3 20235
Zullo Investment Group, Inc. 550.03%0.04%0.05%Q4 2021Q4 20225
Inspire Advisors, LLC 410.05%0.06%0.08%Q4 2020Q2 20235
Lion Point Capital, LP 550.46%0.58%0.93%Q4 2017Q4 20185
RESOLUTE FINANCIAL, LLC 550.21%0.23%0.26%Q4 2021Q4 20225
Cerro Pacific Wealth Advisors LLC 320.12%0.25%0.57%Q2 2021Q1 20235
Smith & Howard Wealth Management, LLC 550.09%0.14%0.17%Q4 2019Q4 20205
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 410.12%0.16%0.20%Q4 2021Q1 20235
Elgethun Capital Management 550.06%0.07%0.09%Q3 2022Q3 20235
TCWP LLC 550.05%0.06%0.07%Q4 2021Q4 20225
Samalin Investment Counsel, LLC 410.09%0.14%0.19%Q4 2019Q3 20235
Great Lakes Retirement, Inc. 320.10%0.14%0.21%Q4 2019Q3 20235
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 550.35%0.43%0.50%Q2 2022Q2 20235
E Fund Management Co., Ltd. 550.01%0.01%0.02%Q3 2021Q3 20225
Steward Financial Group LLC 210.00%0.01%0.02%Q1 2022Q3 20235
AMJ Financial Wealth Management 551.58%2.83%4.52%Q4 2019Q4 20205
McKinley Carter Wealth Services, Inc. 410.00%0.08%0.11%Q1 2018Q4 20225
Quadrant Capital Management, LLC 550.88%0.97%1.05%Q1 2018Q1 20195
Rock Creek Group, LP 410.00%0.04%0.17%Q3 2020Q2 20235
Union Point Advisors, LLC 414.84%7.89%10.70%Q3 2013Q1 20155
Cassady Schiller Wealth Management, LLC 410.01%0.01%0.02%Q4 2021Q3 20235
LaFleur & Godfrey LLC 550.03%0.04%0.05%Q2 2022Q2 20235
Kingfisher Capital LLC 550.08%0.10%0.12%Q3 2022Q3 20235
Castle Hook Partners LP 310.07%0.48%1.29%Q1 2017Q1 20205
Pineno Levin & Ford Asset Management, Inc. 410.06%0.10%0.11%Q4 2018Q4 20215
L2 Asset Management, LLC 410.10%0.13%0.15%Q2 2022Q3 20235
ABEILLE ASSET MANAGEMENT SA 551.03%1.34%1.67%Q4 2021Q4 20225
Meadow Creek Wealth Advisors LLC 410.28%0.55%0.70%Q4 2019Q3 20225
WELD CAPITAL MANAGEMENT LLC 210.16%0.38%0.61%Q4 2018Q2 20215
CRAMER ROSENTHAL MCGLYNN LLC 550.00%0.00%0.01%Q2 2013Q2 20145
NEXPOINT ASSET MANAGEMENT, L.P. 550.05%0.10%0.15%Q4 2019Q4 20205
CarsonAllaria Wealth Management, Ltd. 550.00%0.00%0.01%Q4 2021Q4 20225
NICHOLS & PRATT ADVISERS LLP /MA 320.02%0.02%0.02%Q1 2021Q3 20235
1834 INVESTMENT ADVISORS CO 550.00%0.00%0.00%Q2 2020Q2 20215
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Navigation Wealth Management, Inc. 550.01%0.40%1.00%Q3 2021Q3 20225
ST GERMAIN D J CO INC 310.01%0.02%0.04%Q4 2021Q4 20235
Gupta Wealth Management LLC 550.04%0.05%0.06%Q1 2015Q1 20165
PRECEPT MANAGEMENT LLC 320.05%0.70%2.65%Q1 2020Q1 20225
Beacon Pointe Wealth Advisors, LLC 550.12%0.13%0.16%Q4 2018Q4 20195
NorthCoast Asset Management LLC 210.03%0.05%0.09%Q2 2017Q3 20215
Jaffetilchin Investment Partners, LLC 210.02%0.10%0.18%Q2 2014Q4 20215
LITTLE HOUSE CAPITAL LLC 550.48%0.55%0.59%Q4 2018Q4 20195
LEVIN CAPITAL STRATEGIES, L.P. 550.01%0.01%0.01%Q1 2017Q1 20185
Knott David M Jr 550.01%0.01%0.01%Q2 2022Q2 20235
Enlightenment Research, LLC 210.10%0.64%1.07%Q4 2018Q3 20215
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Gilbert & Cook, Inc. 410.07%0.08%0.10%Q2 2017Q1 20205
Mariner Wealth Advisors-Cincinnati, LLC 550.04%0.04%0.04%Q4 2013Q4 20145
General Partner, Inc. 550.24%0.28%0.31%Q4 2022Q4 20235
ANGELO GORDON & CO., L.P. 320.08%0.58%1.17%Q3 2014Q3 20175
Beck Bode, LLC 310.00%0.19%0.56%Q3 2020Q1 20235
BNC WEALTH MANAGEMENT, LLC 210.15%0.74%1.08%Q3 2020Q1 20235
Kaizen Advisory, LLC 550.04%0.08%0.13%Q4 2017Q4 20185
AIA Investment Management Private Ltd 550.06%0.08%0.09%Q3 2019Q3 20205
State of Wyoming 550.00%0.08%0.15%Q1 2021Q1 20225
Corbenic Partners LLC 210.00%0.01%0.01%Q3 2017Q4 20215
Park Avenue Institutional Advisers LLC 550.21%0.23%0.26%Q2 2015Q2 20165
West Family Investments, Inc. 310.10%0.11%0.12%Q2 2021Q2 20235
TUCKER ASSET MANAGEMENT LLC 410.01%0.01%0.01%Q4 2020Q3 20235
SELDON CAPITAL LP 550.03%0.04%0.04%Q4 2021Q4 20225
PIN OAK INVESTMENT ADVISORS INC 320.00%0.06%0.13%Q2 2019Q3 20235
HighTower Trust Company, N.A. 320.19%0.25%0.29%Q4 2021Q1 20235
Kore Private Wealth LLC 320.01%0.01%0.02%Q4 2018Q2 20205
SPOT TRADING L.L.C. 220.03%0.10%0.13%Q2 2017Q3 20175
BREMER TRUST NATIONAL ASSOCIATION 550.07%0.32%0.52%Q4 2017Q4 20185
Mint Tower Capital Management B.V. 110.00%0.04%0.08%Q1 2020Q3 20205
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
GHP Investment Advisors, Inc. 410.00%0.00%0.01%Q1 2022Q2 20235
Cornerstone Financial Partners, LLC 410.07%0.10%0.15%Q4 2015Q1 20175
RPg Family Wealth Advisory, LLC 550.04%0.06%0.08%Q4 2015Q4 20165
TRUST DEPARTMENT MB FINANCIAL BANK N A 310.00%0.01%0.01%Q2 2014Q3 20185
Saddle Road Partners, LLC 550.11%0.14%0.26%Q4 2015Q4 20165
Darwin Wealth Management, LLC 210.01%0.04%0.06%Q1 2020Q3 20235
GM Advisory Group, LLC 550.04%0.06%0.08%Q3 2022Q3 20235
Sage Mountain Advisors LLC 320.03%0.03%0.04%Q3 2021Q3 20235
BOARDMAN BAY CAPITAL MANAGEMENT LLC 210.47%1.91%3.91%Q4 2014Q4 20165
Fiduciary Planning LLC 410.27%0.35%0.39%Q2 2021Q3 20235
Capital Directions Investment Advisors, LLC 410.01%0.01%0.02%Q3 2021Q4 20225
Advisory Alpha, LLC 310.01%0.02%0.02%Q1 2019Q3 20205
First City Capital Management, Inc. 550.01%0.01%0.01%Q1 2015Q1 20165
InTrack Investment Management Inc 550.18%0.29%0.45%Q4 2020Q4 20215
Optimal Asset Management, Inc. 550.39%0.56%0.84%Q4 2019Q4 20205
PGIM Custom Harvest LLC 320.02%0.06%0.10%Q1 2021Q1 20235
Artemis Investment Management LLP 210.04%0.10%0.16%Q3 2016Q3 20215
Scott & Selber, Inc. 310.07%0.79%1.64%Q2 2016Q4 20215
Stux Capital Management, LLC 550.16%0.18%0.20%Q2 2013Q2 20145
Watermark Asset Management, Inc. 550.01%0.01%0.01%Q1 2017Q1 20185
Synergy Asset Management, LLC 410.06%1.16%2.11%Q1 2021Q2 20235
Intercontinental Wealth Advisors, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
PUZO MICHAEL J 310.07%0.07%0.08%Q4 2019Q4 20215
IRON Financial LLC 550.09%0.10%0.11%Q2 2021Q2 20225
Hodges Capital Management Inc. 550.02%0.02%0.03%Q2 2021Q2 20225
Alta Advisers Ltd 550.11%0.14%0.16%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.05%0.14%0.47%Q3 2022Q3 20235
Brenner West Capital Advisors 555.32%5.88%6.88%Q1 2017Q1 20185
Bensler, LLC 550.40%0.49%0.68%Q4 2021Q4 20225
Compass Wealth Management LLC 550.88%1.15%1.50%Q4 2022Q4 20235
ADVISOR PARTNERS II, LLC 550.09%0.16%0.26%Q3 2022Q3 20235
Fortis Advisors, LLC 550.01%0.02%0.04%Q1 2019Q1 20205
CRITERION CAPITAL MANAGEMENT LLC 440.21%1.65%2.78%Q3 2013Q2 20145
Dakota Community Bank & Trust NA 550.12%0.33%0.50%Q3 2022Q3 20235
Sandbox Financial Partners, LLC 550.21%0.23%0.26%Q4 2020Q4 20215
Moisand Fitzgerald Tamayo, LLC 310.00%0.00%0.00%Q2 2020Q3 20235
Coston, McIsaac & Partners 320.00%0.00%0.00%Q2 2022Q3 20235
ICA Group Wealth Management, LLC 320.02%0.03%0.04%Q1 2022Q2 20235
ASB Consultores, LLC 550.13%0.22%0.30%Q4 2021Q4 20225
CASTLE WEALTH MANAGEMENT LLC 550.13%0.15%0.17%Q2 2022Q2 20235
Claraphi Advisory Network, LLC 310.08%0.22%0.58%Q3 2019Q3 20225
San Luis Wealth Advisors LLC 550.40%0.64%0.85%Q3 2021Q3 20225
Horizon Kinetics 550.01%0.01%0.01%Q4 2017Q4 20185
P SCHOENFELD ASSET MANAGEMENT LP 550.08%0.85%1.64%Q2 2013Q2 20145
NEW AMSTERDAM PARTNERS LLC/NY 320.07%0.09%0.11%Q4 2016Q2 20185
Castle Ridge Investment Management LP 411.03%1.80%3.06%Q4 2015Q2 20175
MHI Funds, LLC 550.00%0.01%0.01%Q1 2018Q1 20195
SCGE MANAGEMENT, L.P. 552.61%3.22%4.40%Q3 2013Q3 20145
Neo Ivy Capital Management 310.02%0.12%0.24%Q1 2020Q3 20225
Blueshift Asset Management, LLC 310.03%0.12%0.29%Q2 2019Q3 20225
FIDUCIARY TRUST INTERNATIONAL LLC 410.01%0.36%0.49%Q4 2018Q2 20205
BERRY GROUP, LLC 550.18%0.24%0.29%Q4 2019Q4 20205
Dorsey Wright & Associates 410.38%0.99%1.52%Q3 2016Q4 20195
Syntal Capital Partners, LLC 320.29%0.39%0.46%Q1 2019Q3 20235
High Net Worth Advisory Group LLC 550.06%0.07%0.08%Q4 2021Q4 20225
INSIGNEO ADVISORY SERVICES, LLC 440.14%0.18%0.21%Q4 2022Q3 20234
Blue Chip Partners, LLC 440.48%0.60%0.68%Q4 2022Q3 20234
Maven Securities LTD 210.02%0.03%0.05%Q2 2021Q3 20224
Lebenthal Asset Management, LLC 440.07%0.07%0.09%Q2 2016Q1 20174
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 440.09%1.38%4.11%Q3 2018Q2 20194
Willingdon Wealth Management 210.00%0.00%0.00%Q4 2017Q4 20194
Blue Fin Capital, Inc. 440.07%0.07%0.08%Q3 2021Q2 20224
Krilogy Financial LLC 310.00%0.00%0.02%Q3 2017Q1 20234
Invictus RG 310.00%0.07%0.17%Q2 2016Q2 20174
Empirical Finance, LLC 310.02%0.03%0.03%Q4 2021Q4 20224
Marathon Trading Investment Management LLC 220.00%0.01%0.01%Q3 2013Q1 20234
Gator Capital Management, LLC 440.60%0.65%0.72%Q4 2017Q3 20184
Folger Hill Asset Management LP 110.02%0.45%1.18%Q4 2015Q1 20184
Alpha Family Trust 440.19%0.23%0.26%Q4 2022Q3 20234
BW Gestao de Investimentos Ltda. 311.25%1.92%3.00%Q3 2022Q3 20234
Wellesley Investment Partners, LLC 440.09%0.09%0.10%Q1 2018Q4 20184
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Cornerstone Wealth Management, LLC 220.00%0.02%0.03%Q2 2018Q3 20234
FNY Partners Fund LP 220.00%0.05%0.15%Q4 2016Q4 20174
Kissinger Financial Services LLC 441.70%2.03%2.34%Q3 2016Q2 20174
WealthStone, Inc. 310.12%0.23%0.46%Q2 2019Q1 20214
Stone House Investment Management, LLC 310.03%0.03%0.03%Q1 2019Q3 20234
Perennial Advisors, LLC 310.00%0.00%0.01%Q2 2020Q2 20214
Camarda Financial Advisors, LLC 210.00%0.09%0.34%Q4 2016Q3 20204
Bristol Advisors, LLC 310.51%1.82%3.27%Q3 2017Q4 20184
Donoghue Forlines LLC 310.22%0.31%0.37%Q4 2021Q4 20224
BFSG, LLC 310.12%0.12%0.13%Q2 2017Q3 20194
MCIA Inc 440.16%0.23%0.26%Q4 2020Q3 20214
CARILLON TOWER ADVISERS, INC. 440.05%0.06%0.07%Q3 2019Q2 20204
Fluent Financial, LLC 440.18%0.80%1.10%Q1 2022Q4 20224
Fulcrum Capital LLC 440.11%0.16%0.19%Q4 2022Q3 20234
Bridgefront Capital, LLC 110.16%0.31%0.52%Q1 2021Q3 20234
Chesapeake Wealth Management 440.11%0.13%0.15%Q2 2020Q1 20214
West Coast Financial LLC 440.04%0.05%0.07%Q4 2022Q3 20234
PointState Capital LP 220.01%0.31%0.62%Q2 2013Q4 20174
Athanor Capital, LP 110.01%0.13%0.29%Q1 2018Q4 20204
STANDARD PACIFIC CAPITAL LLC/CA 442.36%3.08%4.04%Q3 2013Q2 20144
Waterloo Capital, L.P. 310.22%0.33%0.60%Q1 2020Q3 20234
Leonard Rickey Investment Advisors P.L.L.C. 440.13%0.15%0.16%Q3 2019Q2 20204
JOYN Advisors, Inc. 440.00%0.01%0.02%Q1 2018Q4 20184
DONALDSON CAPITAL MANAGEMENT, LLC 440.10%0.12%0.14%Q3 2022Q2 20234
Banyan Partners, LLC 310.02%0.04%0.06%Q3 2013Q3 20144
361 CAPITAL LLC 440.10%0.65%1.25%Q2 2017Q1 20184
Mount Yale Investment Advisors, LLC 310.01%0.04%0.13%Q1 2018Q1 20214
Spartan Planning & Wealth Management 310.00%0.05%0.20%Q2 2022Q3 20234
Impax Asset Management Group plc 440.08%0.09%0.09%Q2 2021Q1 20224
OLD MISSION CAPITAL LLC 110.01%0.11%0.24%Q1 2020Q3 20224
GTS SECURITIES LLC 220.01%0.02%0.05%Q2 2023Q3 20234
SAC Capital Advisors LP 440.00%0.22%0.42%Q2 2013Q1 20144
MQS Management LLC 210.15%0.61%1.46%Q4 2021Q3 20234
Legato Capital Management LLC 440.43%0.57%0.72%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.01%0.01%0.02%Q2 2020Q2 20214
Ruffer LLP 440.03%0.04%0.04%Q4 2015Q3 20164
HARTWELL J M LIMITED PARTNERSHIP 440.50%0.79%1.44%Q4 2018Q3 20194
PATRIZIA Pty Ltd 448.18%8.62%8.90%Q4 2022Q3 20234
Quilter Plc 310.01%0.01%0.02%Q2 2020Q3 20214
Legacy Trust 440.20%0.23%0.25%Q4 2022Q3 20234
C-J Advisory, Inc. 440.01%0.01%0.01%Q4 2018Q3 20194
Meridian Wealth Partners, LLC 210.01%0.01%0.01%Q4 2019Q1 20214
Legend Financial Advisors, Inc. 440.00%0.01%0.01%Q3 2022Q2 20234
tru Independence LLC 310.00%0.02%0.04%Q4 2019Q4 20204
NexWave Capital Partners LLC 440.32%0.42%0.48%Q4 2019Q3 20204
Meeder Advisory Services, Inc. 440.07%0.10%0.14%Q4 2022Q3 20234
Marquette Asset Management, LLC 310.00%0.00%0.01%Q3 2019Q3 20224
Hudson Bay Capital Management LP 210.04%0.11%0.15%Q4 2016Q1 20234
Blueprint Investment Partners LLC 220.14%0.30%0.39%Q3 2021Q3 20224
Paragon Advisors, LLC 210.43%0.63%0.94%Q4 2019Q3 20234
Investors Financial Group, LLC 440.12%0.14%0.15%Q1 2021Q4 20214
Sound Financial Strategies Group, LLC 440.22%0.39%0.87%Q4 2019Q3 20204
Weiss Multi-Strategy Advisers LLC 210.09%0.15%0.22%Q3 2013Q3 20164
SteelPeak Wealth, LLC 310.02%0.03%0.04%Q3 2021Q3 20234
MAGNOLIA CAPITAL MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 440.06%0.08%0.10%Q4 2022Q3 20234
Ocean Endowment Partners, LLC 440.93%1.02%1.10%Q4 2019Q3 20204
Menard Financial Group LLC 440.34%0.40%0.45%Q4 2020Q3 20214
EMORY UNIVERSITY 440.00%0.00%0.01%Q1 2013Q4 20134
Mitsubishi UFJ Securities Holdings Co., Ltd. 210.68%1.18%2.65%Q1 2016Q2 20194
MYCIO WEALTH PARTNERS, LLC 110.00%0.02%0.08%Q4 2014Q4 20194
Capstone Financial Group, Inc. 441.16%1.34%1.47%Q4 2019Q3 20204
Fortis Group Advisors, LLC 310.06%0.60%2.17%Q3 2020Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.10%0.15%0.27%Q4 2020Q3 20214
Kestra Advisory Services, LLC 110.00%0.01%0.02%Q3 2021Q2 20234
Hemington Wealth Management 440.12%0.13%0.14%Q4 2022Q3 20234
DIXON HUBARD FEINOUR & BROWN INC/VA 440.54%0.99%1.20%Q2 2020Q1 20214
AJO, LP 210.01%0.08%0.22%Q3 2014Q1 20204
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
TCG Advisory Services, LLC 210.04%0.07%0.16%Q1 2021Q3 20234
Phoenix Wealth Advisors 440.10%0.11%0.12%Q4 2020Q3 20214
ADE, LLC 440.02%0.02%0.03%Q4 2020Q3 20214
Better Money Decisions, LLC 310.07%0.08%0.09%Q1 2021Q2 20224
Alaethes Wealth LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Koss-Olinger Consulting, LLC 310.02%0.03%0.05%Q3 2021Q2 20234
Prentice Wealth Management LLC 310.05%0.08%0.11%Q1 2021Q2 20224
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.01%0.03%0.06%Q4 2021Q3 20224
Y.D. More Investments Ltd 440.01%0.02%0.03%Q4 2022Q3 20234
JB Capital LLC 440.06%0.10%0.15%Q3 2021Q2 20224
Hartford Financial Management Inc. 440.00%0.00%0.00%Q3 2020Q2 20214
Householder Group Estate & Retirement Specialist, LLC 310.02%0.07%0.16%Q3 2022Q3 20234
Endowment Wealth Management, Inc. 440.25%0.27%0.30%Q4 2021Q3 20224
SBK Financial, Inc. 440.38%0.47%0.50%Q1 2022Q4 20224
SageView Advisory Group, LLC 440.02%0.05%0.08%Q4 2022Q3 20234
Harvest Portfolios Group Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
Ledge Wealth Management, Inc. 440.12%0.22%0.32%Q1 2022Q4 20224
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.75%0.96%1.21%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Sonnipe Ltd 440.15%0.18%0.20%Q4 2022Q3 20234
Corient Private Wealth LLC 440.13%0.14%0.17%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.12%0.20%0.30%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.02%0.05%Q4 2022Q3 20234
Johnson & White Wealth Management, LLC 310.28%0.41%0.54%Q3 2022Q3 20234
Ethos Financial Group, LLC 440.08%0.11%0.12%Q4 2022Q3 20234
OSTERWEIS CAPITAL MANAGEMENT INC 310.01%0.01%0.02%Q2 2021Q3 20224
RFP Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
FourThought Financial Partners, LLC 441.84%1.93%2.12%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.05%0.08%0.11%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.30%0.38%0.48%Q4 2022Q3 20234
JDM Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Rail-Splitter Capital Management, LLC 442.66%3.36%4.11%Q1 2016Q4 20164
New Hampshire Trust 440.47%0.55%0.60%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.23%0.27%0.32%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Register Financial Advisors LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.14%0.20%0.30%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.27%0.35%0.41%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.16%0.19%0.21%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.00%0.01%0.02%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.48%0.58%0.67%Q4 2022Q3 20234
Acrospire Investment Management LLC 220.02%0.03%0.04%Q1 2016Q1 20174
Mill Creek Capital Advisors, LLC 440.08%0.11%0.13%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
DUDLEY CAPITAL MANAGEMENT, LLC 441.28%1.56%1.76%Q4 2022Q3 20234
Park Place Capital Corp 440.08%0.09%0.09%Q4 2022Q3 20234
Ausbil Investment Management Ltd 446.96%8.16%9.03%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.21%0.30%0.37%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.18%0.30%0.41%Q4 2022Q3 20234
LBP AM SA 440.05%0.08%0.11%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 441.26%1.44%1.59%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.05%0.06%0.07%Q2 2022Q3 20234
Farther Finance Advisors, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Halpern Financial, Inc. 220.00%0.01%0.02%Q1 2021Q3 20234
Knollwood Investment Advisory, LLC 440.24%0.40%0.50%Q4 2022Q3 20234
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.01%0.01%0.01%Q2 2013Q1 20144
F&C Asset Management plc 440.14%0.15%0.16%Q2 2013Q1 20144
CR Intrinsic Investors, LLC 440.32%0.93%1.31%Q2 2013Q1 20144
FIRST HORIZON CORP 440.59%0.65%0.73%Q3 2020Q2 20214
Channing Capital Management, LLC 440.16%0.22%0.30%Q4 2022Q3 20234
Weaver C. Barksdale & Associates, Inc. 440.06%0.06%0.06%Q2 2013Q1 20144
MJP ASSOCIATES INC /ADV 220.07%0.08%0.10%Q3 2021Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
BAILEY VALUE LIMITED PARTNERSHIP 442.71%3.06%3.38%Q4 2021Q3 20224
QCM Cayman, Ltd. 110.05%0.44%1.17%Q1 2014Q3 20204
AGF MANAGEMENT LTD 440.12%0.16%0.22%Q4 2022Q3 20234
Cornerstone Capital, Inc. 220.04%0.11%0.30%Q1 2022Q1 20234
Leucadia National 440.00%0.02%0.04%Q4 2022Q3 20234
DAVIDSON TRUST CO 220.17%0.19%0.21%Q1 2022Q3 20234
AMUSSEN HUNSAKER ASSOCIATES LLC 440.05%0.08%0.11%Q2 2021Q1 20224
LEVEL FOUR FINANCIAL, LLC 440.12%0.12%0.12%Q4 2020Q3 20214
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
NICHOLAS COMPANY, INC. 440.12%0.13%0.14%Q4 2022Q3 20234
Onex Canada Asset Management Inc. 311.65%2.22%2.55%Q2 2013Q4 20144
BB&T INVESTMENT SERVICES, INC. 440.01%0.01%0.01%Q1 2017Q4 20174
WEXFORD CAPITAL LP 110.06%0.16%0.37%Q2 2020Q3 20234
One Capital Management, LLC 210.01%0.03%0.04%Q3 2014Q3 20224
Elite Wealth Management, Inc. 310.00%0.03%0.12%Q2 2013Q3 20164
GLOBEFLEX CAPITAL L P 310.00%0.00%0.00%Q2 2013Q2 20144
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.01%0.02%Q1 2018Q4 20214
Pictet North America Advisors SA 310.02%0.02%0.03%Q2 2021Q2 20224
Pinnacle Wealth Management Advisory Group, LLC 310.03%0.03%0.04%Q2 2022Q2 20234
Heartwood Wealth Advisors LLC 110.03%0.03%0.04%Q4 2021Q3 20233
Rodgers Brothers Inc. 330.24%0.29%0.34%Q1 2023Q3 20233
Avion Wealth 210.00%0.00%0.00%Q2 2022Q3 20233
Castellan Group 331.57%1.68%1.82%Q1 2023Q3 20233
McLean Asset Management Corp 210.08%0.10%0.12%Q2 2021Q2 20223
Wealth Advisory Solutions, LLC 330.10%0.11%0.12%Q1 2022Q3 20223
ENGINE NO. 1 LLC 330.11%0.15%0.19%Q2 2021Q4 20213
LifePro Asset Management 330.14%0.20%0.28%Q4 2021Q2 20223
Gyon Technologies Capital Management, LP 210.08%0.13%0.18%Q1 2021Q1 20223
Cinctive Capital Management LP 210.23%0.62%0.96%Q2 2021Q1 20233
LANDAAS & CO /WI /ADV 210.04%0.05%0.05%Q3 2017Q2 20183
Pinnacle Holdings, LLC 110.01%0.01%0.02%Q3 2021Q1 20233
HBK INVESTMENTS L P 110.00%0.04%0.08%Q2 2013Q3 20173
Beacon Harbor Wealth Advisors, Inc. 331.51%1.71%1.91%Q1 2023Q3 20233
SPC Financial, Inc. 210.03%0.26%0.73%Q4 2014Q3 20233
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Y-Intercept (Hong Kong) Ltd 110.09%0.42%0.68%Q4 2020Q3 20223
Ellsworth Advisors, LLC 330.20%0.22%0.25%Q1 2023Q3 20233
KG&L Capital Management,LLC 330.15%0.17%0.19%Q3 2020Q1 20213
Alta Wealth Advisors LLC 330.13%0.15%0.16%Q4 2021Q2 20223
Core Wealth Advisors, Inc. 330.00%0.01%0.01%Q3 2020Q1 20213
GLG INC. 330.05%0.14%0.19%Q2 2013Q4 20133
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
Lake Point Wealth Management 210.00%0.03%0.07%Q4 2018Q1 20203
OSTRUM ASSET MANAGEMENT 330.28%0.30%0.32%Q1 2023Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.00%0.31%0.49%Q3 2022Q3 20233
STEPH & CO 210.00%0.02%0.03%Q4 2021Q3 20233
Calvert Investment Management, Inc. 330.25%0.27%0.31%Q2 2016Q4 20163
True Link Financial Advisors, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
Nalls Sherbakoff Group, LLC 210.00%0.01%0.01%Q4 2018Q2 20233
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Geier Asset Management, Inc. 330.23%0.24%0.25%Q4 2020Q2 20213
SOA Wealth Advisors, LLC. 330.01%0.01%0.01%Q2 2021Q4 20213
BRYN MAWR CAPITAL MANAGEMENT INC 330.03%0.18%0.32%Q2 2013Q4 20133
Jackson Hole Capital Partners, LLC 330.11%0.12%0.14%Q1 2023Q3 20233
ADVOCATE GROUP LLC 330.05%0.08%0.11%Q2 2022Q4 20223
WCG Wealth Advisors LLC 220.01%0.02%0.02%Q2 2022Q3 20223
Personal Wealth Partners 210.00%0.00%0.00%Q3 2019Q2 20213
Arabesque Asset Management Ltd 210.30%0.62%0.79%Q2 2021Q1 20223
Capital Group Private Client Services, Inc. 330.02%0.30%0.56%Q3 2021Q1 20223
OAK RIDGE INVESTMENTS LLC 330.04%0.04%0.04%Q2 2020Q4 20203
Fermata Advisors, LLC 330.08%0.10%0.13%Q2 2021Q4 20213
S.E.E.D. Planning Group LLC 330.60%0.81%1.13%Q1 2023Q3 20233
Advisory Resource Group 330.13%0.14%0.15%Q2 2022Q4 20223
Regency Capital Management Inc.\DE 330.85%1.13%1.32%Q1 2021Q3 20213
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 210.25%0.29%0.34%Q1 2022Q4 20223
WealthTrust Asset Management, LLC 331.51%1.91%2.44%Q2 2021Q4 20213
Stone Ridge Asset Management LLC 110.24%0.70%1.36%Q4 2014Q2 20203
IMC-Chicago, LLC 110.00%0.01%0.01%Q3 2021Q3 20233
Oak Thistle LLC 210.12%0.15%0.20%Q1 2022Q3 20233
Alyeska Investment Group, L.P. 330.01%0.16%0.26%Q1 2023Q3 20233
Twelve Points Wealth Management LLC 330.65%0.75%0.94%Q4 2021Q2 20223
Exos TFP Holdings LLC 330.04%0.08%0.12%Q3 2022Q1 20233
Accurate Wealth Management, LLC 210.04%0.23%0.33%Q3 2021Q4 20223
Quotient Investors, LLC 330.05%0.07%0.09%Q2 2015Q4 20153
Smith Group Asset Management, LLC 330.47%0.47%0.47%Q3 2021Q1 20223
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.01%0.12%0.20%Q2 2018Q3 20203
CYNOSURE ADVISORS, LLC 330.13%0.14%0.16%Q4 2017Q2 20183
Fifth Third Wealth Advisors LLC 330.36%0.40%0.43%Q2 2023Q4 20233
Carmel Capital Partners, LLC 330.02%0.04%0.06%Q1 2023Q3 20233
Braun-Bostich & Associates Inc. 210.01%0.33%0.64%Q2 2020Q3 20233
Delphia (USA) Inc. 330.18%0.30%0.48%Q4 2021Q2 20223
AMERICAFIRST CAPITAL MANAGEMENT, LLC 210.02%0.09%0.23%Q4 2014Q3 20173
Roundview Capital LLC 210.07%0.10%0.11%Q4 2022Q3 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Hutchin Hill Capital, LP 330.18%0.22%0.28%Q1 2017Q3 20173
Kolinsky Wealth Management, LLC 210.20%0.25%0.28%Q4 2021Q3 20223
WESPAC Advisors, LLC 330.24%0.27%0.30%Q1 2023Q3 20233
VISTA CAPITAL PARTNERS, INC. 210.03%0.03%0.04%Q4 2021Q3 20223
F3Logic, LLC 330.06%0.07%0.08%Q4 2018Q2 20193
JMAC ENTERPRISES LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Hoxton Financial, Inc. 330.01%0.08%0.16%Q2 2013Q4 20133
Phraction Management LLC 330.98%1.40%1.70%Q4 2021Q2 20223
AIRE ADVISORS, LLC 330.07%0.10%0.12%Q4 2021Q2 20223
Long Pond Capital 213.66%7.07%12.44%Q1 2014Q3 20233
Echo45 Advisors LLC 330.19%0.22%0.29%Q4 2021Q2 20223
Perfromance Wealth Partners, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Tuscan Ridge Asset Management LLC 110.07%0.31%0.69%Q4 2018Q4 20183
CARDIFF PARK ADVISORS, LLC 330.03%0.04%0.04%Q4 2021Q2 20223
NTB Financial Corp 330.42%0.80%1.02%Q4 2021Q2 20223
Red Tortoise LLC 210.00%0.01%0.03%Q3 2021Q2 20233
City State Bank 330.02%0.02%0.02%Q4 2021Q2 20223
Acorn Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Clear Harbor Asset Management, LLC 330.31%0.35%0.40%Q1 2023Q3 20233
Mid-American Wealth Advisory Group, Inc. 210.50%0.62%0.76%Q4 2021Q2 20233
Pinnacle Wealth Management, LLC 331.90%2.22%2.74%Q2 2022Q4 20223
MainStreet Investment Advisors LLC 330.02%0.06%0.09%Q1 2020Q3 20203
Key Client Fiduciary Advisors, LLC 330.13%0.15%0.17%Q4 2022Q2 20233
Nilsine Partners, LLC 330.05%0.06%0.08%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
Townsend & Associates, Inc 330.73%0.79%0.87%Q2 2021Q4 20213
SPROTT INC. 330.07%0.07%0.08%Q4 2016Q2 20173
Greenspring Advisors, LLC 330.06%0.06%0.07%Q4 2021Q2 20223
Waycross Investment Management Co 330.91%0.99%1.05%Q4 2022Q2 20233
MIZUHO SECURITIES USA LLC 110.02%0.05%0.10%Q2 2016Q4 20213
West Wealth Group, LLC 330.09%0.10%0.10%Q4 2021Q2 20223
CATALYST FINANCIAL PARTNERS LLC 330.07%0.09%0.12%Q4 2022Q2 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20233
BIP Wealth, LLC 330.09%0.11%0.14%Q1 2023Q3 20233
Roble, Belko & Company, Inc 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Group Investment Management Pte. Ltd. 330.02%0.02%0.02%Q4 2022Q2 20233
First National Advisers, LLC 210.23%0.63%0.90%Q2 2022Q3 20233
V-Square Quantitative Management LLC 330.30%0.42%0.55%Q1 2023Q3 20233
CHASE INVESTMENT COUNSEL CORP 210.79%1.52%2.91%Q4 2016Q3 20203
Sturgeon Ventures LLP 330.02%0.02%0.03%Q1 2023Q3 20233
EverPoint Asset Management, LLC 210.24%0.35%0.43%Q2 2015Q2 20163
1 NORTH WEALTH SERVICES LLC 210.00%0.00%0.00%Q1 2019Q4 20193
Bramshill Investments, LLC 210.00%0.05%0.14%Q1 2022Q4 20223
Phillips Wealth Planners LLC 330.50%0.66%0.79%Q1 2023Q3 20233
INFRASTRUCTURE CAPITAL ADVISORS, LLC 210.02%0.02%0.03%Q3 2019Q2 20233
Alta Park Capital, LP 333.90%4.42%5.08%Q3 2016Q1 20173
DOVER ADVISORS, LLC 330.18%0.21%0.24%Q4 2022Q2 20233
SECOR Capital Advisors, LP 110.03%0.18%0.46%Q2 2016Q4 20163
MRP Capital Investments, LLC 330.10%0.53%0.80%Q4 2022Q2 20233
Delta Financial Group, Inc. 330.14%0.29%0.54%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.21%0.23%0.26%Q1 2023Q3 20233
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.06%0.22%0.50%Q1 2021Q3 20233
Consolidated Portfolio Review Corp 330.14%0.17%0.19%Q1 2023Q3 20233
PFG Investments, LLC 330.19%0.21%0.23%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.13%0.15%0.19%Q1 2023Q3 20233
Strategic Capital Alternatives LLC 210.01%0.06%0.09%Q3 2014Q2 20153
ABLE Financial Group, LLC 330.30%0.39%0.54%Q1 2023Q3 20233
OFI INVEST ASSET MANAGEMENT 330.04%0.78%1.37%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.12%0.20%0.26%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
First County Bank /CT/ 330.12%0.14%0.16%Q1 2023Q3 20233
VALLEY WEALTH MANAGERS, INC. 210.00%0.00%0.00%Q4 2016Q3 20223
FDO Partners, LLC 210.55%0.77%0.95%Q2 2016Q3 20173
GLADE BROOK CAPITAL PARTNERS LLC 331.31%4.13%5.73%Q3 2013Q1 20143
CapWealth Advisors, LLC 210.00%0.00%0.00%Q2 2013Q1 20153
Ground Swell Capital, LLC 210.01%0.14%0.34%Q2 2014Q3 20233
CFO4Life Group, LLC 330.05%0.05%0.06%Q4 2021Q2 20223
Town & Country Bank & Trust CO dba First Bankers Trust CO 330.20%0.39%0.64%Q2 2021Q4 20213
QUATTRO FINANCIAL ADVISORS LLC 330.08%0.30%0.45%Q1 2021Q3 20213
MKP Capital Management, L.L.C. 330.62%1.03%1.82%Q2 2020Q4 20203
FormulaFolio Investments, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Corvex Management LP 332.41%2.83%3.30%Q3 2013Q1 20143
Bryn Mawr Capital Management, LLC 210.02%0.05%0.07%Q1 2022Q2 20233
FARR MILLER & WASHINGTON LLC/DC 210.02%0.02%0.02%Q4 2019Q3 20203
Covenant Partners, LLC 330.22%0.28%0.31%Q4 2018Q2 20193
Angeles Investment Advisors, LLC 330.06%0.09%0.14%Q1 2020Q3 20203
DSC Advisors, L.P. 330.11%0.23%0.35%Q1 2022Q3 20223
MANNING & NAPIER ADVISORS LLC 330.23%0.34%0.39%Q1 2017Q3 20173
HENGEHOLD CAPITAL MANAGEMENT LLC 330.03%0.03%0.03%Q2 2021Q4 20213
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
WEYBOSSET RESEARCH & MANAGEMENT LLC 330.08%0.09%0.10%Q3 2022Q1 20233
TOWER BRIDGE ADVISORS 330.01%0.01%0.01%Q2 2021Q4 20213
Karp Capital Management Corp 110.00%0.11%0.16%Q4 2014Q3 20223
MAPLE SECURITIES USA INC 210.07%0.14%0.20%Q2 2013Q3 20143
BUILDER INVESTMENT GROUP INC /ADV 330.08%0.09%0.11%Q4 2022Q2 20233
Brookfield Public Securities Group LLC 333.19%3.42%3.67%Q3 2019Q1 20203
Premia Global Advisors, LLC 210.18%0.22%0.30%Q4 2017Q1 20193
Junto Capital Management LP 330.58%0.89%1.21%Q4 2022Q2 20233
McAdam, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
GUARDIAN CAPITAL LP 330.00%0.01%0.01%Q4 2021Q2 20223
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Hartford Funds Management Co LLC 330.04%0.04%0.04%Q1 2023Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.13%0.21%0.26%Q2 2020Q4 20203
Scepter Holdings, Inc. 210.18%4.89%14.26%Q2 2013Q2 20143
Power Corp of Canada 330.16%0.26%0.32%Q1 2023Q3 20233
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 330.26%0.41%0.58%Q2 2020Q4 20203
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.01%0.01%0.02%Q4 2019Q2 20203
ASCEND CAPITAL, LLC 110.15%0.27%0.35%Q3 2013Q4 20173
Bellwether Investment Group, LLC 210.06%0.11%0.17%Q2 2016Q1 20173
Glenview Capital Management 330.96%1.03%1.11%Q3 2013Q1 20143
Sandhill Capital Partners LLC 331.17%1.33%1.41%Q1 2020Q3 20203
SOMA EQUITY PARTNERS LP 334.97%7.68%9.86%Q1 2018Q3 20183
Desjardins Global Asset Management Inc. 330.06%0.46%0.68%Q1 2023Q3 20233
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 330.05%0.05%0.06%Q2 2016Q4 20163
LDR Capital Management LLC 110.58%3.38%6.71%Q4 2019Q3 20233
HANSEATIC MANAGEMENT SERVICES INC 330.62%0.64%0.68%Q2 2019Q4 20193
BTG Pactual Global Asset Management Ltd 110.20%0.56%0.74%Q3 2015Q1 20223
KHP Capital, LLC 330.05%0.05%0.05%Q1 2018Q3 20183
Baring International Investment Ltd 330.04%0.28%0.51%Q2 2013Q4 20133
Lourd Capital, LLC 330.02%0.03%0.03%Q4 2018Q2 20193
EQUITEC SPECIALISTS, LLC 210.01%0.44%1.18%Q1 2017Q4 20173
TURNER INVESTMENTS LLC 110.06%0.19%0.34%Q2 2013Q2 20163
Kalos Management, Inc. 210.06%0.21%0.39%Q4 2015Q2 20223
ACG Wealth 210.02%0.03%0.03%Q2 2020Q2 20223
RPG Investment Advisory, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
High Falls Advisors, Inc 210.09%0.11%0.13%Q1 2016Q4 20163
Allegis Investment Advisors, LLC 210.02%0.04%0.06%Q4 2015Q4 20173
M Holdings Securities, Inc. 110.02%0.05%0.07%Q2 2018Q1 20213
Oak Grove Capital LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Elefante Mark B 330.92%1.04%1.15%Q4 2019Q2 20203
Oribel Capital Management, LP 210.24%0.33%0.40%Q2 2017Q4 20193
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2014Q1 20203
NewFocus Financial Group, LLC 330.10%0.11%0.12%Q1 2019Q3 20193
Visium Asset Management, LP 210.00%0.01%0.01%Q4 2014Q3 20153
EPG Wealth Management LLC 210.03%0.07%0.13%Q4 2019Q3 20213
HBK Sorce Advisory LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Summit Wealth Group, LLC 210.02%0.06%0.08%Q1 2021Q1 20233
Westshore Wealth, LLC 210.13%0.13%0.14%Q1 2021Q2 20223
Numeric Investors LLC 110.00%0.01%0.01%Q2 2014Q3 20173
Soltis Investment Advisors LLC 330.36%0.57%0.76%Q1 2023Q3 20233
HighMark Wealth Management LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Capital Market Strategies LLC 330.24%0.38%0.62%Q4 2021Q2 20223
Starwood Real Estate Securities, LLC 210.71%2.14%4.32%Q2 2013Q3 20153
CABOT WEALTH MANAGEMENT INC 330.74%0.81%0.86%Q1 2023Q3 20233
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
WESTWOOD MANAGEMENT CORP /IL/ 334.82%5.03%5.41%Q2 2016Q4 20163
Weiss Asset Management LP 210.03%0.11%0.24%Q1 2021Q2 20233
Carl P. Sherr & Co., LLC 110.12%0.16%0.21%Q4 2019Q4 20213
Resolute Advisors LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Southeast Asset Advisors Inc. 330.04%0.05%0.06%Q1 2023Q3 20233
Avalon Trust Co 331.20%1.31%1.46%Q1 2023Q3 20233
PRIVATE ASSET MANAGEMENT INC 210.03%0.04%0.04%Q4 2014Q2 20163
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mariner Wealth Advisors-Madison, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
FIRST NIAGARA BANK 220.06%0.06%0.06%Q2 2013Q3 20132
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Laurel Grove Capital, LLC 221.23%1.27%1.31%Q2 2018Q3 20182
Slagle Financial, LLC 221.14%1.18%1.23%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.53%0.57%0.61%Q2 2023Q3 20232
Arcataur Capital Management LLC 220.14%0.15%0.16%Q2 2023Q3 20232
Poehling Capital Management, INC. 220.01%0.01%0.01%Q1 2018Q2 20182
Connecticut Wealth Management, LLC 110.02%0.02%0.03%Q3 2020Q4 20212
INVENIO WEALTH PARTNERS LLC 220.20%0.25%0.30%Q2 2023Q3 20232
TIGER GLOBAL MANAGEMENT LLC 220.69%0.72%0.74%Q1 2017Q2 20172
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.01%0.01%Q4 2018Q3 20212
PATTON FUND MANAGEMENT, INC. 220.75%0.77%0.79%Q2 2019Q3 20192
UniSuper Management Pty Ltd 220.89%1.05%1.22%Q2 2023Q3 20232
ARGENT TRUST COMPANY, N.A. 220.13%0.13%0.14%Q4 2013Q1 20142
Guidant Wealth Advisors 220.00%0.00%0.00%Q1 2018Q2 20182
ALETHEA CAPITAL MANAGEMENT, LLC 110.62%0.66%0.69%Q1 2017Q3 20192
PFW Advisors LLC 220.65%0.69%0.72%Q2 2023Q3 20232
Islet Management, LP 111.11%1.14%1.18%Q1 2020Q1 20212
Quadrature Capital LLP 221.50%1.57%1.65%Q4 2014Q1 20152
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Drexel Morgan & Co. 220.28%0.31%0.34%Q2 2013Q3 20132
Aaron Wealth Advisors LLC 110.01%0.10%0.20%Q4 2020Q1 20222
Chesley Taft & Associates LLC 220.02%0.02%0.02%Q2 2020Q3 20202
Sante Capital Fund, LP 110.87%1.01%1.15%Q1 2022Q3 20222
TEALWOOD ASSET MANAGEMENT INC 221.93%1.98%2.03%Q1 2013Q2 20132
Kemnay Advisory Services Inc. 220.08%0.08%0.09%Q2 2020Q3 20202
Sandy Cove Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Ada Investment Management, LP 220.49%0.85%1.21%Q3 2015Q4 20152
INCEPTIONR LLC 220.13%0.35%0.57%Q4 2022Q1 20232
Absolute Return Capital, LLC 220.00%0.01%0.01%Q3 2013Q4 20132
IBEX WEALTH ADVISORS 110.02%0.11%0.20%Q2 2019Q3 20212
CLEAR INVESTMENT RESEARCH, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Shamrock Asset Management LLC 220.00%0.00%0.00%Q4 2016Q1 20172
CERTUITY, LLC 220.08%0.11%0.13%Q4 2021Q1 20222
RED CEDAR INVESTMENT MANAGEMENT, LLC 220.08%0.13%0.18%Q2 2020Q3 20202
MANA Advisors LLC 221.56%3.00%4.44%Q3 2020Q4 20202
Yellowstone Partners, LLC 220.34%0.43%0.52%Q3 2017Q4 20172
HARVARD MANAGEMENT CO INC 220.40%0.47%0.53%Q1 2015Q2 20152
Point72 Middle East FZE 110.14%0.25%0.36%Q4 2022Q3 20232
Delphi Private Advisors LLC 110.01%0.08%0.14%Q4 2017Q2 20192
Western Asset Management Company, LLC 110.00%0.00%0.00%Q1 2016Q2 20202
AlphaCentric Advisors LLC 220.04%0.05%0.06%Q2 2020Q3 20202
SIENA CAPITAL LLC 220.01%0.02%0.02%Q1 2022Q2 20222
Measured Wealth Private Client Group, LLC 110.08%0.09%0.10%Q3 2018Q4 20212
KeyPoint Capital Management, LLC 113.97%4.38%4.79%Q1 2015Q3 20152
Te Ahumairangi Investment Management Ltd 220.05%0.09%0.13%Q1 2021Q2 20212
XTX MARKETS LLC 111.12%1.43%1.74%Q4 2019Q3 20202
Hitchwood Capital Management LP 223.29%3.38%3.46%Q2 2016Q3 20162
Aris Wealth Services, Inc. 220.00%0.00%0.00%Q1 2015Q2 20152
Nebula Research & Development LLC 220.36%0.42%0.48%Q2 2023Q3 20232
CRAWFORD INVESTMENT COUNSEL INC 110.00%0.01%0.01%Q3 2020Q3 20212
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Thomasville National Bank 110.02%0.02%0.02%Q4 2021Q2 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.02%Q4 2021Q1 20222
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.02%Q1 2021Q2 20212
GVO Asset Management Ltd 220.10%0.10%0.10%Q1 2021Q2 20212
Fiduciary Alliance LLC 110.00%0.01%0.02%Q4 2022Q2 20232
Haverford Financial Services, Inc. 220.16%0.16%0.17%Q2 2018Q3 20182
Advisors Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Harvey Partners, LLC 224.60%5.11%5.62%Q2 2018Q3 20182
TRUST CO OF VIRGINIA /VA 110.02%0.02%0.03%Q4 2021Q3 20232
Emerald Acquisition Ltd. 220.23%0.25%0.27%Q2 2016Q3 20162
Meredith Wealth Planning 220.18%0.19%0.20%Q4 2022Q1 20232
CEDAR CAPITAL, LLC 110.08%0.09%0.10%Q4 2019Q3 20202
BBVA USA 220.10%0.11%0.11%Q2 2021Q3 20212
Holistic Financial Partners 220.03%0.04%0.04%Q4 2017Q1 20182
Alley Co LLC 110.04%0.04%0.04%Q2 2021Q4 20212
Marshall Financial Group LLC 220.16%0.38%0.61%Q4 2022Q1 20232
AVIANCE CAPITAL MANAGEMENT, LLC 220.06%0.34%0.62%Q4 2018Q1 20192
Haafor (Singapore) Pte. Ltd. 220.43%0.62%0.81%Q3 2020Q4 20202
Creative Capital Management Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
CONNORS INVESTOR SERVICES INC 220.72%0.75%0.79%Q1 2023Q2 20232
Centre Asset Management, LLC 221.51%1.53%1.55%Q4 2017Q1 20182
Fortis Capital Advisors, LLC 220.07%0.07%0.07%Q4 2022Q1 20232
THAMES CAPITAL MANAGEMENT LLC 222.52%2.96%3.40%Q1 2020Q2 20202
Consolidated Planning Corp 110.01%0.03%0.05%Q3 2021Q2 20232
DoubleLine ETF Adviser LP 222.03%2.13%2.23%Q4 2022Q1 20232
Stratos Investment Management, LLC 220.03%0.06%0.09%Q3 2021Q4 20212
Opus Capital Group, LLC 220.06%0.07%0.07%Q2 2022Q3 20222
Alpha DNA Investment Management LLC 220.05%0.05%0.05%Q4 2020Q1 20212
Tandem Wealth Advisors LLC 220.14%0.15%0.16%Q1 2023Q2 20232
Jane Street Holding, LLC 220.02%0.02%0.02%Q3 2013Q4 20132
Hatteras Investment Partners, LP 220.18%0.20%0.22%Q3 2014Q4 20142
Sonora Investment Management, LLC 220.24%0.25%0.26%Q2 2021Q3 20212
Leelyn Smith, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Engrave Wealth Partners LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q3 2021Q4 20212
DEAN INVESTMENT ASSOCIATES, LLC 220.61%0.66%0.71%Q2 2023Q3 20232
Family Legacy, Inc. 220.08%0.09%0.09%Q1 2023Q2 20232
Intelligent Financial Strategies 220.05%0.05%0.05%Q4 2021Q1 20222
PEAK FINANCIAL ADVISORS LLC 220.28%0.31%0.35%Q2 2023Q3 20232
AT Bancorp 220.06%0.10%0.14%Q1 2017Q2 20172
Altshuler Shaham Ltd 220.00%0.00%0.00%Q2 2019Q3 20192
Asset Allocation & Management Company, LLC 220.08%0.09%0.09%Q3 2022Q4 20222
Signition LP 110.28%0.70%1.11%Q4 2017Q4 20192
SILVER OAK SECURITIES, INCORPORATED 110.02%0.02%0.02%Q3 2022Q3 20232
QUANTRES ASSET MANAGEMENT Ltd 110.23%1.69%3.15%Q3 2017Q3 20182
West Financial Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Surevest, LLC 220.00%0.01%0.01%Q2 2022Q3 20222
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Nicholas Investment Partners, LP 220.17%0.18%0.18%Q2 2016Q3 20162
WFA of San Diego, LLC 110.01%0.09%0.18%Q2 2020Q2 20222
Parametrica Management Ltd 110.55%1.31%2.08%Q3 2014Q2 20172
Precision Wealth Strategies, LLC 220.37%0.39%0.42%Q4 2020Q1 20212
BLUE SQUARE ASSET MANAGEMENT, LLC 220.25%0.46%0.66%Q1 2023Q2 20232
WealthPLAN Partners, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Hexavest Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Black Swift Group, LLC 110.00%0.21%0.42%Q4 2020Q4 20222
Merit Financial Group, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.13%0.22%0.30%Q3 2022Q4 20222
AdvisorShares Investments LLC 220.20%0.21%0.22%Q2 2022Q3 20222
Schonfeld Group Holdings LLC 110.09%0.15%0.20%Q1 2014Q4 20152
Jackson Creek Investment Advisors LLC 220.18%0.19%0.20%Q2 2022Q3 20222
Brendel Financial Advisors LLC 220.16%0.29%0.42%Q2 2021Q3 20212
VitalStone Financial, LLC 110.00%0.02%0.03%Q1 2023Q3 20232
MUFG Securities EMEA plc 220.00%0.01%0.02%Q2 2018Q3 20182
Nair Vinay 221.21%1.22%1.24%Q4 2014Q1 20152
BROOKTREE CAPITAL MANAGEMENT 220.03%0.03%0.03%Q4 2019Q1 20202
Brainard Capital Management LLC 220.20%0.20%0.21%Q4 2022Q1 20232
Farmers National Bank 220.01%0.01%0.01%Q1 2019Q2 20192
J2 Capital Management Inc 220.41%0.44%0.46%Q4 2021Q1 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
Econ Financial Services Corp 220.00%0.00%0.00%Q4 2021Q1 20222
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2020Q2 20222
Covington Investment Advisors Inc. 220.67%0.84%1.01%Q3 2020Q4 20202
Lazard Freres Gestion S.A.S. 220.04%0.04%0.04%Q4 2020Q1 20212
Weitz Investment Management 220.01%0.03%0.04%Q4 2016Q1 20172
My Legacy Advisors, LLC 220.09%0.10%0.11%Q2 2023Q3 20232
JUMP TRADING, LLC 110.03%0.19%0.36%Q2 2019Q1 20202
MYDA Advisors LLC 110.77%0.89%1.01%Q3 2019Q1 20202
FolioMetrix LLC 220.37%0.46%0.54%Q4 2014Q1 20152
GARDNER LEWIS ASSET MANAGEMENT L P 220.24%0.35%0.46%Q2 2022Q3 20222
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
COWEN AND COMPANY, LLC 110.01%0.05%0.09%Q3 2019Q1 20202
LMR Master Fund Ltd 110.30%0.43%0.56%Q2 2013Q4 20132
Palumbo Wealth Management LLC 220.23%0.29%0.34%Q2 2023Q3 20232
Quarry LP 110.00%0.00%0.00%Q4 2022Q2 20232
Prossimo Advisors, LLC 220.43%0.87%1.31%Q2 2023Q3 20232
Gillson Capital LP 110.26%0.45%0.63%Q1 2023Q3 20232
Quadrant Private Wealth Management, LLC 220.08%0.09%0.10%Q2 2023Q3 20232
FMA ADVISORY INC 110.01%7.81%15.60%Q2 2015Q2 20172
WealthBridge Capital Management, LLC 220.02%0.03%0.04%Q4 2018Q1 20192
Pensionfund DSM Netherlands 220.23%0.23%0.23%Q3 2021Q4 20212
Covenant Multifamily Offices, LLC 220.09%0.09%0.10%Q2 2021Q3 20212
TOWER TRUST Co 220.20%0.21%0.22%Q4 2013Q1 20142
BIEGEL & WALLER LLC 220.17%0.19%0.21%Q2 2019Q3 20192
Eisler Capital (UK) Ltd. 110.00%0.01%0.01%Q3 2023Q3 20232
Hunter Perkins Capital Management, LLC 220.17%0.55%0.94%Q2 2023Q3 20232
VIAWEALTH, LLC 110.16%0.17%0.17%Q4 2022Q2 20232
MERIDIAN INVESTMENT COUNSEL INC. 110.07%0.09%0.12%Q2 2019Q4 20212
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
IronBridge Private Wealth, LLC 220.01%1.36%2.71%Q2 2021Q3 20212
Congress Park Capital LLC 220.27%0.28%0.30%Q2 2023Q3 20232
Legacy Wealth Partners, Inc. 220.56%0.64%0.72%Q1 2021Q2 20212
KRV Capital LP 221.65%1.79%1.92%Q3 2016Q4 20162
Spotlight Asset Group, Inc. 220.10%0.11%0.12%Q2 2023Q3 20232
Everhart Financial Group, Inc. 220.18%0.23%0.27%Q2 2022Q3 20222
HORIZON BANCORP INC /IN/ 220.06%0.08%0.09%Q2 2023Q3 20232
Kepos Capital LP 110.04%0.10%0.16%Q4 2017Q3 20182
GLG Partners LP 110.01%0.09%0.16%Q4 2014Q4 20152
Carr Financial Group Corp 220.09%0.10%0.11%Q4 2022Q1 20232
Paradigm Financial Partners, LLC 220.23%0.26%0.30%Q2 2023Q3 20232
Land & Buildings Investment Management 110.98%1.54%2.10%Q2 2013Q2 20162
LGT Fund Management Co Ltd. 220.40%0.48%0.56%Q1 2022Q2 20222
Edmond de Rothschild (Europe) 220.15%0.52%0.88%Q2 2016Q3 20162
J.P. Turner & Co Capital Mnagement, LLC 220.22%0.22%0.23%Q4 2014Q1 20152
SEVEN GRAND MANAGERS, LLC 227.03%11.00%14.98%Q2 2022Q3 20222
JOURNEY STRATEGIC WEALTH LLC 110.02%0.03%0.03%Q1 2022Q3 20222
WESLEY CAPITAL MANAGEMENT, LLC 221.42%1.74%2.07%Q1 2015Q2 20152
IVORY INVESTMENT MANAGEMENT, LLC 110.18%0.30%0.43%Q4 2013Q2 20152
Columbus Hill Capital Management, L.P. 220.26%0.41%0.56%Q1 2017Q2 20172
Legacy Capital Wealth Partners, LLC 110.08%0.09%0.10%Q1 2023Q3 20232
Ionic Capital Management LLC 110.35%0.35%0.35%Q2 2020Q2 20202
CIC Wealth, LLC 220.08%0.08%0.09%Q4 2022Q1 20232
BOULDER HILL CAPITAL MANAGEMENT LP 110.40%0.99%1.57%Q1 2022Q4 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
Fortis Capital Management LLC 111.56%1.69%1.82%Q4 2019Q3 20202
BINGHAM OSBORN & SCARBOROUGH LLC 220.01%0.01%0.02%Q2 2021Q3 20212
CenturyLink Investment Management Co 110.30%0.32%0.35%Q4 2014Q3 20162
Allred Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q1 20212
SANDERS MORRIS HARRIS LLC 220.26%0.32%0.37%Q1 2016Q2 20162
Vigilare Wealth Management 220.16%0.24%0.32%Q1 2021Q2 20212
Wavelength Asset Management LLC 220.38%0.51%0.63%Q1 2015Q2 20152
STIFEL NICOLAUS & CO INC \MO\ 220.04%0.07%0.10%Q2 2013Q3 20132
CM WEALTH ADVISORS LLC 220.09%0.25%0.42%Q1 2023Q2 20232
COMMUNITY BANK SYSTEM, INC. 220.00%0.00%0.00%Q4 2013Q1 20142
FUKOKU MUTUAL LIFE INSURANCE Co 220.03%0.04%0.04%Q2 2023Q3 20232
Baldrige Asset Management LLC 220.00%0.00%0.00%Q2 2021Q3 20212
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.02%Q1 2021Q2 20212
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.00%0.00%0.00%Q3 2015Q4 20152
Alpha Financial Partners, LLC 220.26%0.28%0.30%Q4 2022Q1 20232
British Airways Pensions Investment Management Ltd 220.64%0.67%0.70%Q3 2016Q4 20162
Krane Funds Advisors LLC 110.01%0.02%0.02%Q2 2022Q3 20232
Heartland Bank & Trust Co 220.32%0.40%0.49%Q4 2020Q1 20212
Milestone Investment Advisors LLC 110.06%0.07%0.08%Q1 2023Q3 20232
AXIOM INVESTORS LLC /DE 220.03%0.03%0.03%Q2 2020Q3 20202
Ford Financial Group, LLC 110.03%0.04%0.05%Q2 2021Q4 20212
Nauset Wealth Management. LLC 222.03%2.43%2.83%Q4 2021Q1 20222
Baron Wealth Management LLC 110.14%0.14%0.15%Q1 2023Q4 20232
Indiana Trust & Investment Management CO 110.02%0.07%0.11%Q4 2021Q3 20232
Virginia National Bank 220.53%0.60%0.68%Q1 2022Q2 20222
NORTHERN TRUST CO OF CONNECTICUT 220.12%0.12%0.12%Q2 2013Q3 20132
Alpha Paradigm Partners, LLC 110.03%0.09%0.16%Q1 2021Q4 20222
55I, LLC 220.01%0.02%0.03%Q2 2022Q3 20222
STONERIDGE INVESTMENT PARTNERS LLC 110.25%0.35%0.45%Q2 2017Q4 20202
Sicart Associates LLC 220.20%0.20%0.20%Q4 2019Q1 20202
FJ Capital Management LLC 220.08%0.09%0.10%Q3 2022Q4 20222
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 221.04%1.46%1.88%Q2 2016Q3 20162
Future Financial Wealth Managment LLC 220.01%0.01%0.02%Q4 2021Q1 20222
CORNERCAP INVESTMENT COUNSEL INC 220.06%0.14%0.22%Q3 2017Q4 20172
OMERS ADMINISTRATION Corp 220.16%0.18%0.20%Q3 2019Q4 20192
Fort Warren Capital Management, LP 223.46%4.91%6.35%Q4 2015Q1 20162
BERNZOTT CAPITAL ADVISORS 221.31%1.45%1.60%Q2 2023Q3 20232
NEW ENGLAND ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Portfolio Strategies, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
Provenire Capital, LLC 220.80%1.15%1.50%Q2 2020Q3 20202
Heirloom Wealth Management 220.16%0.27%0.38%Q4 2021Q1 20222
Next Capital Management LLC 110.02%0.09%0.16%Q2 2019Q3 20222
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
ARS Wealth Advisors Group, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
SC&H Financial Advisors, Inc. 220.10%0.12%0.14%Q4 2021Q1 20222
Essex LLC 110.06%0.07%0.09%Q4 2021Q3 20232
VisionPoint Advisory Group, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
HARVEST CAPITAL MANAGEMENT INC 220.19%0.20%0.20%Q1 2019Q2 20192
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.25%0.26%0.28%Q1 2023Q2 20232
Planned Solutions, Inc. 220.00%0.00%0.01%Q3 2020Q4 20202
KELLEHER FINANCIAL ADVISORS 110.35%0.37%0.39%Q3 2021Q2 20222
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
COLUMBUS CIRCLE INVESTORS 110.08%0.12%0.15%Q2 2013Q4 20132
Legacy Capital Group California, Inc. 220.09%0.10%0.10%Q1 2023Q2 20232
Faithward Advisors, LLC 221.07%1.15%1.24%Q2 2020Q3 20202
Aprio Wealth Management, LLC 110.10%0.12%0.15%Q4 2020Q2 20222
Greenland Capital Management LP 110.14%0.20%0.25%Q4 2022Q2 20232
RWC Asset Management LLP 222.41%2.62%2.84%Q2 2023Q3 20232
T. Rowe Price Investment Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
CSS LLC/IL 110.01%0.01%0.01%Q4 2017Q2 20192
Signature Wealth Management Group 220.00%0.00%0.00%Q1 2018Q2 20182
Manhattan West Asset Management, LLC 220.11%0.13%0.15%Q4 2021Q1 20222
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q3 2018Q4 20202
O'Dell Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
MPS Loria Financial Planners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Barings Real Estate Advisers LLC 220.57%0.67%0.77%Q2 2013Q3 20132
Amplius Wealth Advisors, LLC 220.05%0.05%0.06%Q4 2021Q1 20222
PRING TURNER CAPITAL GROUP INC 220.46%0.48%0.50%Q2 2023Q3 20232
KETTLE HILL CAPITAL MANAGEMENT, LLC 222.49%3.83%5.18%Q4 2020Q1 20212
Grant Street Asset Management, Inc. 220.02%0.03%0.03%Q4 2020Q1 20212
First Bancorp, Inc /ME/ 220.19%0.19%0.20%Q3 2021Q4 20212
ORG Partners LLC 220.03%0.03%0.03%Q2 2023Q3 20232
York Capital Management Global Advisors, LLC 220.12%0.24%0.37%Q4 2013Q1 20142
Bollard Group LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Maple-Brown Abbott Ltd 116.28%6.28%6.28%Q3 2023Q3 20231
Intrua Financial, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
FORTALEZA ASSET MANAGEMENT INC/ 110.75%0.75%0.75%Q1 2015Q1 20151
Kathmere Capital Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Relyea Zuckerberg Hanson LLC 110.20%0.20%0.20%Q2 2020Q2 20201
Credit Capital Investments LLC 110.31%0.31%0.31%Q3 2021Q3 20211
Watson Rebecca 110.03%0.03%0.03%Q2 2020Q2 20201
TriOaks Capital Management L.P. 111.75%1.75%1.75%Q2 2013Q2 20131
MARSICO CAPITAL MANAGEMENT LLC 111.02%1.02%1.02%Q2 2013Q2 20131
US GLOBAL INVESTORS FUNDS 110.03%0.03%0.03%Q4 2013Q4 20131
TradeLink Global Equity LLC 110.09%0.09%0.09%Q4 2014Q4 20141
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
JS Capital Management LLC 110.05%0.05%0.05%Q3 2020Q3 20201
ADVISORS MANAGEMENT GROUP INC /ADV 110.06%0.06%0.06%Q3 2023Q3 20231
CXI Advisors 110.06%0.06%0.06%Q4 2019Q4 20191
Sciencast Management LP 110.16%0.16%0.16%Q4 2019Q4 20191
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
COHEN & STEERS CAPITAL MANAGEMENT INC 110.34%0.34%0.34%Q1 2015Q1 20151
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
ForthRight Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
KAVAR CAPITAL PARTNERS GROUP, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Socorro Asset Management LP 112.58%2.58%2.58%Q3 2021Q3 20211
HUTCHENS INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q4 2014Q4 20141
OneAscent Financial Services LLC 110.42%0.42%0.42%Q3 2021Q3 20211
STABLEFORD CAPITAL II LLC 111.14%1.14%1.14%Q1 2020Q1 20201
MARK MORRIS ET AL 110.01%0.01%0.01%Q2 2013Q2 20131
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Wilmington Trust Investment Management, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
TIG Advisors, LLC 110.38%0.38%0.38%Q3 2017Q3 20171
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
INTERACTIVE FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q1 2014Q1 20141
SSI INVESTMENT MANAGEMENT LLC 110.06%0.06%0.06%Q2 2013Q2 20131
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Novak Financial Planning, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
3G Capital Partners 110.64%0.64%0.64%Q2 2013Q2 20131
NEXT CENTURY GROWTH INVESTORS LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Plancorp, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Latitude Advisors, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
ACUITY INVESTMENT MANAGEMENT INC 110.15%0.15%0.15%Q2 2013Q2 20131
ARS Wealth Advisors, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
RAMSEY QUANTITATIVE SYSTEMS 111.68%1.68%1.68%Q3 2021Q3 20211
Honeycomb Asset Management LP 111.42%1.42%1.42%Q3 2019Q3 20191
Arkos Global Advisors 110.08%0.08%0.08%Q2 2021Q2 20211
Financial Avengers, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Eukles Asset Management 110.09%0.09%0.09%Q2 2021Q2 20211
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
OneAscent Wealth Management LLC 110.44%0.44%0.44%Q3 2021Q3 20211
ShoreHaven Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Baltimore-Washington Financial Advisors Inc. 110.01%0.01%0.01%Q3 2013Q3 20131
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
HNP Capital LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Greystone Financial Group, LLC 110.77%0.77%0.77%Q2 2023Q2 20231
RIVULET CAPITAL, LLC 114.95%4.95%4.95%Q4 2017Q4 20171
Urban Wealth Management, LLC 112.20%2.20%2.20%Q2 2022Q2 20221
Barnett & Company, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Crestone Asset Management LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Privium Fund Management (UK) Ltd 110.99%0.99%0.99%Q3 2023Q3 20231
Interchange Capital Partners, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Noked Israel Ltd 110.46%0.46%0.46%Q4 2019Q4 20191
JWEST, LLC 113.25%3.25%3.25%Q2 2014Q2 20141
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
ALTERNA WEALTH MANAGEMENT, INC 110.09%0.09%0.09%Q4 2018Q4 20181
MARVIN & PALMER ASSOCIATES INC 111.46%1.46%1.46%Q2 2014Q2 20141
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Irish Life Investment Managers Ltd. 110.16%0.16%0.16%Q2 2013Q2 20131
TOEWS CORP /ADV 110.07%0.07%0.07%Q1 2022Q1 20221
Glacier Peak Capital LLC 110.96%0.96%0.96%Q3 2019Q3 20191
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
EVERETT HARRIS & CO /CA/ 110.01%0.01%0.01%Q2 2017Q2 20171
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Concentric Capital Strategies, LP 110.04%0.04%0.04%Q3 2023Q3 20231
KWMG, LLC 110.92%0.92%0.92%Q4 2014Q4 20141
ICC CAPITAL MANAGEMENT INC/ 110.50%0.50%0.50%Q2 2013Q2 20131
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q3 2022Q3 20221
STANCORP INVESTMENT ADVISERS INC 110.00%0.00%0.00%Q4 2014Q4 20141
CALDWELL & ORKIN INC 110.74%0.74%0.74%Q2 2013Q2 20131
Windsor Creek Advisors, LLC 110.27%0.27%0.27%Q1 2020Q1 20201
Briaud Financial Planning, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
PINNBROOK CAPITAL MANAGEMENT LP 113.14%3.14%3.14%Q1 2023Q1 20231
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
Clarfeld Financial Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
TrueWealth Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Susquehanna International Group Ltd. 110.39%0.39%0.39%Q4 2019Q4 20191
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2021Q4 20211
SENTINEL TRUST CO LBA 110.05%0.05%0.05%Q2 2023Q2 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Intrinsic Edge Capital Management LLC 110.22%0.22%0.22%Q3 2020Q3 20201
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
FIRST NEW YORK SECURITIES LLC /NY 110.14%0.14%0.14%Q2 2016Q2 20161
Central Asset Investments & Management Holdings (HK) Ltd 110.46%0.46%0.46%Q1 2020Q1 20201
RUSHMORE INVESTMENT ADVISORS, INC. 110.06%0.06%0.06%Q2 2013Q2 20131
Financial Consulate Inc. 110.18%0.18%0.18%Q2 2021Q2 20211
Eagle Ridge Investment Management 110.03%0.03%0.03%Q1 2018Q1 20181
Sage Asset Management, L.P. 111.86%1.86%1.86%Q2 2013Q2 20131
Indices-Pac Research Corp. 110.36%0.36%0.36%Q2 2013Q2 20131
ELEFANTE MICHAEL B 110.05%0.05%0.05%Q2 2014Q2 20141
SPRING CREEK CAPITAL LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Centaur Capital 118.00%8.00%8.00%Q3 2013Q3 20131
WESPAC Advisors SoCal, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
JEPPSON WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Sandia Investment Management LP 110.06%0.06%0.06%Q2 2022Q2 20221
Harfst & Associates, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
McElhenny Sheffield Capital Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Hollow Brook Wealth Management LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Winton Capital Management Ltd 110.01%0.01%0.01%Q2 2013Q2 20131
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Telemus Investment Management, LLC 110.66%0.66%0.66%Q2 2013Q2 20131
Brand Asset Management Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
SOROS CAPITAL MANAGEMENT LLC 114.72%4.72%4.72%Q4 2019Q4 20191
TELEMUS BEACON INVESTMENT Co LLC 111.62%1.62%1.62%Q2 2013Q2 20131
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Andrew Hill Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q2 2023Q2 20231
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q3 2023Q3 20231
RiverFront Investment Group, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
WESTPORT RESOURCES MANAGEMENT INC 110.38%0.38%0.38%Q3 2016Q3 20161
Antonetti Capital Management LLC 110.01%0.01%0.01%Q2 2010Q2 20101
ADVENT CAPITAL MANAGEMENT /DE/ 110.10%0.10%0.10%Q3 2017Q3 20171
Garda Capital Partners LP 110.06%0.06%0.06%Q4 2022Q4 20221
Capricorn Fund Managers Ltd 110.80%0.80%0.80%Q3 2023Q3 20231
Sunflower Bank, N.A. 110.12%0.12%0.12%Q2 2020Q2 20201
Masso Torrence Wealth Management Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
SHELTON WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
LFA - Lugano Financial Advisors SA 110.05%0.05%0.05%Q2 2023Q2 20231
State of New Jersey Common Pension Fund E 110.73%0.73%0.73%Q1 2014Q1 20141
State of New Jersey Common Pension Fund A 110.35%0.35%0.35%Q1 2014Q1 20141
Rice Partnership, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Bridgewater Wealth & Financial Management, LLC 110.09%0.09%0.09%Q2 2017Q2 20171
GREEN ARROW CAPITAL MANAGEMENT LLC 110.84%0.84%0.84%Q3 2013Q3 20131
Cavalry Management Group, LLC 112.76%2.76%2.76%Q4 2021Q4 20211
THOROUGHBRED FINANCIAL SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Live Your Vision, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Waypoint Capital Advisors, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Milestone Advisory Partners 110.07%0.07%0.07%Q2 2020Q2 20201
Scissortail Wealth Management, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
CROWN ADVISORS MANAGEMENT, INC. 111.77%1.77%1.77%Q2 2020Q2 20201
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Paulson Wealth Management Inc. 110.06%0.06%0.06%Q4 2017Q4 20171
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 110.05%0.05%0.05%Q2 2017Q2 20171
Counsel Portfolio Services Inc. 110.16%0.16%0.16%Q2 2013Q2 20131
PAYDEN & RYGEL INVESTMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Darrow Company, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
PACES FERRY WEALTH ADVISORS, LLC 110.25%0.25%0.25%Q3 2020Q3 20201
Divergent Wealth Advisors 110.00%0.00%0.00%Q1 2018Q1 20181
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
XML Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
ALTEGRIS ADVISORS, L.L.C. 112.93%2.93%2.93%Q3 2014Q3 20141
Advisor Resource Council 110.21%0.21%0.21%Q1 2023Q1 20231
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Sweet Financial Partners, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Johanson Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Headlands Technologies LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Confluence Wealth Services, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Corton Capital Inc. 110.12%0.12%0.12%Q1 2022Q1 20221
CTC Capital Management, LLC 111.76%1.76%1.76%Q1 2022Q1 20221
S&CO INC 110.04%0.04%0.04%Q4 2016Q4 20161
KRAEMATON INVESTMENT ADVISORS, INC 110.04%0.04%0.04%Q4 2022Q4 20221
KRS Capital Management, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
William Allan Corp 110.01%0.01%0.01%Q4 2021Q4 20211
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MARCO INVESTMENT MANAGEMENT LLC 110.03%0.03%0.03%Q2 2022Q2 20221
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Byrne Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Meru Capital Group, LP 110.38%0.38%0.38%Q1 2017Q1 20171
BluePath Capital Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
MAPLELANE CAPITAL, LLC 110.93%0.93%0.93%Q1 2015Q1 20151
Autumn Glory Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Richwood Investment Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
VIRIDIAN RIA, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
FIDUCIENT ADVISORS LLC 110.59%0.59%0.59%Q4 2022Q4 20221
Lyon Street Capital, LLC 112.25%2.25%2.25%Q1 2020Q1 20201
Mystic Asset Management, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
GW HENSSLER & ASSOCIATES LTD 111.18%1.18%1.18%Q3 2023Q3 20231
HABER TRILIX ADVISORS, LP 110.00%0.00%0.00%Q2 2013Q2 20131
Brown Shipley& Co Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
Tibra Equities Europe Ltd 110.24%0.24%0.24%Q3 2018Q3 20181
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cyrus J. Lawrence, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
BOWEN HANES & CO INC 110.36%0.36%0.36%Q3 2023Q3 20231
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Hatteras Alternative Mutual Funds, LLC 110.36%0.36%0.36%Q2 2014Q2 20141
TRB Advisors LP 112.54%2.54%2.54%Q4 2017Q4 20171
DRW SECURITIES, L.L.C. 110.02%0.02%0.02%Q3 2022Q3 20221
Opera Trading Capital 110.08%0.08%0.08%Q2 2017Q2 20171
Warwick Investment Management, Inc. 110.38%0.38%0.38%Q4 2022Q4 20221
Stelac Advisory Services LLC 110.03%0.03%0.03%Q2 2021Q2 20211
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
BLUE ARROW CAPITAL MANAGEMENT LLC 110.08%0.08%0.08%Q4 2013Q4 20131
MD Financial Management Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Northwest Bank & Trust Co 110.98%0.98%0.98%Q2 2023Q2 20231
Cercano Management LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MARSHALL WACE ASIA Ltd 110.02%0.02%0.02%Q1 2017Q1 20171
DecisionPoint Financial, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Advanced Portfolio Management, LLC 110.61%0.61%0.61%Q2 2023Q2 20231
W.H. Cornerstone Investments Inc. 110.24%0.24%0.24%Q1 2023Q1 20231
BOSTON ADVISORS LLC 110.14%0.14%0.14%Q3 2019Q3 20191
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
KKR Credit Advisors (US) LLC 111.54%1.54%1.54%Q2 2013Q2 20131
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Talara Capital Management, LLC 113.71%3.71%3.71%Q3 2013Q3 20131
Fort Sheridan Advisors LLC 110.12%0.12%0.12%Q3 2020Q3 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
SII INVESTMENTS INC/WI 110.05%0.05%0.05%Q3 2014Q3 20141
Belvedere Trading LLC 110.01%0.01%0.01%Q4 2014Q4 20141
ALLSTATE INVESTMENT MANAGEMENT CO 110.13%0.13%0.13%Q4 2022Q4 20221
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Metatron Capital SICAV plc 110.33%0.33%0.33%Q4 2021Q4 20211
TradeLink Capital LLC 1111.06%11.06%11.06%Q4 2017Q4 20171
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q1 20141
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Foundry Partners, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
EA Series Trust 110.03%0.03%0.03%Q2 2023Q2 20231
Financial Enhancement Group LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Otter Creek Advisors, LLC 110.93%0.93%0.93%Q2 2023Q2 20231
ACCIDENT COMPENSATION CORP 110.00%0.00%0.00%Q1 2017Q1 20171
Kessler Investment Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Parsec Financial Management, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Graticule Asia Macro Advisors LLC 111.10%1.10%1.10%Q4 2017Q4 20171
CAMDEN ASSET MANAGEMENT L P /CA 110.34%0.34%0.34%Q2 2017Q2 20171
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Riverview Capital Advisers, LLC 111.54%1.54%1.54%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q3 2023Q3 20231
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 110.04%0.04%0.04%Q2 2021Q2 20211
McNamara Financial Services, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
OPSEU Pension Plan Trust Fund 110.28%0.28%0.28%Q1 2020Q1 20201
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AMH Equity Ltd 112.27%2.27%2.27%Q3 2022Q3 20221
Longbow Finance SA 110.47%0.47%0.47%Q4 2022Q4 20221
Redwood Investment Management, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Beverly Hills Private Wealth, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
Terra Nova Asset Management LLC 110.32%0.32%0.32%Q4 2020Q4 20201
Genesis Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
West Tower Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Lyons Wealth Management, LLC. 110.00%0.00%0.00%Q2 2015Q2 20151
Lighthouse Investment Partners, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Resonant Capital Advisors, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
iA Global Asset Management Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Goodwin Investment Advisory 110.04%0.04%0.04%Q1 2021Q1 20211
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Aspen Wealth Strategies, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Amalgamated Financial Corp. 110.24%0.24%0.24%Q1 2022Q1 20221
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
NWK Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Lee Capital Management LP 110.75%0.75%0.75%Q4 2016Q4 20161
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Ramirez Asset Management, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Advisors Preferred, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Parplus Partners 110.10%0.10%0.10%Q4 2019Q4 20191
Pictet Asset Management Holding SA 110.05%0.05%0.05%Q3 2023Q3 20231
Ghisallo Capital Management LLC 115.52%5.52%5.52%Q2 2022Q2 20221
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.59%0.59%0.59%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Peninsula Wealth, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
SYON CAPITAL LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 111.67%1.67%1.67%Q3 2023Q3 20231
United Community Bank 110.00%0.00%0.00%Q3 2023Q3 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NEOS Investment Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Savoie Capital LLC 110.46%0.46%0.46%Q3 2023Q3 20231
Renasant Bank 110.34%0.34%0.34%Q4 2020Q4 20201
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.03%0.03%0.03%Q4 2023Q4 20231
North Fourth Asset Management, LP 111.68%1.68%1.68%Q2 2022Q2 20221
Cypress Point Wealth Management, LLC 110.56%0.56%0.56%Q4 2020Q4 20201
Neuberger Berman Canada ULC 110.04%0.04%0.04%Q3 2017Q3 20171
Private Wealth Partners, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Noked Capital LTD 110.46%0.46%0.46%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q4 20121
PFG Private Wealth Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Stamos Capital Partners, L.P. 110.26%0.26%0.26%Q3 2022Q3 20221
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Empire Capital Management, L.L.C. 112.10%2.10%2.10%Q4 2013Q4 20131
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.36%0.36%0.36%Q2 2022Q2 20221
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Holloway Wealth Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Amtrust Financial Services, Inc. 112.85%2.85%2.85%Q1 2020Q1 20201
Cai Capital Management, Inc. 110.14%0.14%0.14%Q2 2013Q2 20131
MORGENS WATERFALL VINTIADIS & CO INC 112.38%2.38%2.38%Q3 2019Q3 20191
Kidder Stephen W 110.07%0.07%0.07%Q4 2021Q4 20211
ACCESS FINANCIAL SERVICES, INC. 110.49%0.49%0.49%Q4 2020Q4 20201
Monashee Investment Management LLC 111.40%1.40%1.40%Q2 2022Q2 20221
TIEDEMANN TRUST CO 110.12%0.12%0.12%Q2 2013Q2 20131
Covalis Capital LLP 111.79%1.79%1.79%Q1 2023Q1 20231
BALESTRA CAPITAL LTD. 111.71%1.71%1.71%Q4 2013Q4 20131
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
MEYER HANDELMAN CO 110.02%0.02%0.02%Q2 2021Q2 20211
Pinnacle Wealth Advisors 110.15%0.15%0.15%Q2 2021Q2 20211
New England Investment & Retirement Group, Inc. 110.04%0.04%0.04%Q1 2020Q1 20201
Flower City Capital 110.97%0.97%0.97%Q4 2021Q4 20211
PALLADIEM, LLC 110.04%0.04%0.04%Q2 2015Q2 20151
GlobalBridge, Inc. 110.18%0.18%0.18%Q2 2013Q2 20131
HOHIMER WEALTH MANAGEMENT, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Taconic Capital Advisors LP 110.47%0.47%0.47%Q1 2014Q1 20141
Summit X, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
OVERSEA-CHINESE BANKING Corp Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
Pinkerton Retirement Specialists, LLC 110.11%0.11%0.11%Q2 2016Q2 20161
Pine River Capital Management L.P. 110.01%0.01%0.01%Q3 2014Q3 20141
XTX Topco Ltd 110.14%0.14%0.14%Q3 2021Q3 20211
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
ALYDAR PARTNERS LLC 110.31%0.31%0.31%Q2 2014Q2 20141
Concourse Capital Management, LLC 112.88%2.88%2.88%Q4 2018Q4 20181
GENWORTH FINANCIAL INC 110.05%0.05%0.05%Q2 2013Q2 20131
Crabel Capital Management, LLC 110.26%0.26%0.26%Q1 2019Q1 20191
Laird Norton Wetherby Trust Company, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CITY HOLDING CO 110.00%0.00%0.00%Q2 2023Q2 20231
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2023Q4 20231
Jackson Wealth Management, LLC 110.08%0.08%0.08%Q4 2014Q4 20141
Silver Bridge Capital Management LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Telemetry Investments, L.L.C. 110.08%0.08%0.08%Q3 2017Q3 20171
Truadvice, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Lion Street Advisors, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
ALESCO ADVISORS LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Overbrook Management Corp 110.08%0.08%0.08%Q3 2020Q3 20201
Ostrum Asset Management U.S., LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Fusion Family Wealth LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Kames Capital Management Ltd 110.82%0.82%0.82%Q2 2013Q2 20131
Elequin Capital, LP 110.01%0.01%0.01%Q4 2022Q4 20221
RICE HALL JAMES & ASSOCIATES, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
CAMDEN NATIONAL CORP 110.06%0.06%0.06%Q1 2021Q1 20211
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.13%0.13%0.13%Q1 2020Q1 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.08%0.08%0.08%Q3 2022Q3 20221
COMMUNITY TRUST & INVESTMENT CO 110.22%0.22%0.22%Q3 2023Q3 20231
SHEPHERD KAPLAN KROCHUK, LLC 110.38%0.38%0.38%Q4 2018Q4 20181
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 118.22%8.22%8.22%Q2 2013Q2 20131
Hilton Capital Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NEXT Financial Holdings 110.06%0.06%0.06%Q1 2019Q1 20191
Glaxis Capital Management, LLC 111.99%1.99%1.99%Q4 2017Q4 20171
Tyrus Capital S.A.M. 112.17%2.17%2.17%Q1 2015Q1 20151
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
SANDER CAPITAL ADVISORS INC 110.01%0.01%0.01%Q4 2017Q4 20171
Segantii Capital Management Ltd 111.23%1.23%1.23%Q1 2021Q1 20211
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Invictus RG Pte. Ltd. 110.01%0.01%0.01%Q4 2014Q4 20141
LEUTHOLD GROUP, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Vise Technologies, Inc. 110.08%0.08%0.08%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.26%0.26%0.26%Q3 2023Q3 20231
Financial Sense Advisors, Inc. 111.00%1.00%1.00%Q2 2013Q2 20131
BILL & MELINDA GATES FOUNDATION TRUST 110.01%0.01%0.01%Q3 2023Q3 20231
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
S.A. Mason LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Loudon Investment Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
GREENWOOD CAPITAL ASSOCIATES LLC 110.92%0.92%0.92%Q2 2013Q2 20131
BLOCKHOUSE CAPITAL MANAGEMENT LP 111.88%1.88%1.88%Q4 2017Q4 20171
Carnick & Kubik, LLC 111.23%1.23%1.23%Q2 2013Q2 20131
HENNESSY ADVISORS INC 110.04%0.04%0.04%Q4 2017Q4 20171
EQUITEC PROPRIETARY MARKETS, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
External links

This page lists all the filers that currently own AMERICAN TOWER CORP NEW or have owned AMERICAN TOWER CORP NEW in the past.