ASTRAZENECA PLC shareholder history

Current and past ASTRAZENECA PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.20%Q1 2012Q3 2023124
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.10%Q2 2013Q3 2023122
CITIGROUP INC 42420.00%0.02%0.43%Q2 2013Q3 2023116
BARCLAYS PLC 42420.00%0.01%0.13%Q2 2013Q3 2023111
Walleye Trading LLC 4010.00%0.02%0.34%Q2 2013Q3 202398
Citadel Advisors 3110.00%0.01%0.05%Q2 2013Q3 202398
UBS Group AG 36360.00%0.02%0.08%Q4 2014Q3 202389
MILLENNIUM MANAGEMENT LLC 27140.00%0.03%0.16%Q2 2013Q3 202385
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.03%Q2 2013Q3 202377
JANE STREET GROUP, LLC 3110.00%0.04%1.78%Q1 2014Q3 202374
Twin Tree Management, LP 1610.00%0.06%0.29%Q4 2012Q1 202373
Jefferies Group LLC 1220.00%0.04%0.47%Q2 2013Q3 202272
WOLVERINE TRADING, LLC 810.00%0.01%0.03%Q3 2016Q3 202369
HAP Trading, LLC 1710.00%0.11%1.16%Q2 2013Q1 202366
Parallax Volatility Advisers, L.P. 3210.00%0.01%0.10%Q2 2015Q3 202366
D. E. Shaw & Co., Inc. 1320.00%0.01%0.19%Q2 2013Q3 202366
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.06%Q2 2013Q3 202365
Cutler Group LLC / CA 1310.00%0.01%0.08%Q4 2015Q3 202362
HUNTINGTON NATIONAL BANK 59590.00%0.02%0.14%Q1 2009Q3 202359
HSBC HOLDINGS PLC 47470.00%0.03%0.46%Q1 2012Q3 202356
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.16%Q2 2013Q3 202353
PEAK6 Group LLC 21210.00%0.03%0.12%Q2 2013Q2 201852
ROYAL BANK OF CANADA 42420.00%0.02%0.05%Q2 2013Q3 202350
MUFG Americas Holdings Corp 48480.00%0.02%0.07%Q4 2010Q3 202248
DEUTSCHE BANK AG\ 41410.00%0.02%0.06%Q3 2013Q3 202348
RAYMOND JAMES & ASSOCIATES 42420.00%0.14%0.35%Q2 2013Q3 202348
First Horizon Advisors, Inc. 47470.00%0.01%0.05%Q1 2012Q3 202347
GLENMEDE TRUST CO NA 4320.03%0.10%0.31%Q2 2007Q3 202345
Weiss Multi-Strategy Advisers LLC 2910.01%0.12%0.33%Q2 2013Q3 202345
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202345
Cubist Systematic Strategies, LLC 21160.00%0.03%0.18%Q2 2014Q3 202345
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.54%0.80%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.02%0.03%Q4 2012Q3 202344
Spot Trading L.L.C 16160.00%0.02%0.07%Q2 2013Q1 201743
COMMERCE BANK 43430.00%0.01%0.01%Q1 2013Q3 202343
WOLVERINE ASSET MANAGEMENT LLC 2310.00%0.02%0.27%Q2 2013Q3 202343
CAPITAL FUND MANAGEMENT S.A. 810.00%0.04%0.26%Q2 2013Q3 202343
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
GRIMES & COMPANY, INC. 42420.01%0.18%2.01%Q2 2013Q3 202342
Epoch Investment Partners, Inc. 42420.30%0.76%1.17%Q2 2013Q3 202342
Hudock, Inc. 42420.05%0.13%0.52%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.06%0.12%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.07%0.23%Q2 2013Q3 202342
Veritable, L.P. 26160.00%0.01%0.02%Q4 2012Q2 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.03%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.22%0.40%0.64%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.15%0.25%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.04%0.10%0.17%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.07%0.17%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.10%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.02%0.09%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.05%0.09%0.29%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.05%0.13%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.02%0.05%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.03%0.06%0.08%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.07%0.45%0.88%Q2 2013Q3 202342
Capital World Investors 42420.00%0.04%0.13%Q2 2013Q3 202342
FMR LLC 42420.01%0.10%0.30%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.03%0.07%0.17%Q2 2013Q3 202342
Mirae Asset Global Investments Co., Ltd. 42420.01%0.09%0.22%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.05%0.16%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.03%0.08%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.01%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.06%0.20%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.09%Q2 2013Q3 202342
MCKINLEY CAPITAL MANAGEMENT LLC 42420.03%0.16%0.46%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.02%Q2 2013Q3 202342
BURNEY CO/ 42420.07%0.22%0.78%Q2 2013Q3 202342
GUARDIAN CAPITAL LP 42420.03%0.08%0.14%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.01%0.20%0.84%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.12%0.31%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.02%0.17%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.02%1.35%2.86%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.12%0.21%0.30%Q2 2013Q3 202342
Garrison Asset Management, LLC 42420.28%0.41%0.65%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.01%0.01%0.04%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.03%0.06%0.13%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.03%0.05%0.09%Q2 2013Q3 202342
LVM CAPITAL MANAGEMENT LTD/MI 42420.06%0.10%0.22%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.01%0.04%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.01%0.02%0.04%Q2 2013Q3 202342
M&T BANK CORP 42420.01%0.07%0.22%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.03%0.07%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.04%0.10%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.03%0.06%Q2 2013Q3 202342
TWO SIGMA SECURITIES, LLC 1020.00%0.02%0.15%Q4 2017Q3 202341
Sandy Spring Bank 3830.00%0.01%0.02%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.00%0.01%0.06%Q2 2013Q2 202341
BOKF, NA 3290.02%0.12%0.37%Q2 2013Q3 202341
LPL Financial LLC 29120.00%0.02%0.05%Q2 2013Q3 202341
GUARDIAN CAPITAL ADVISORS LP 41410.44%0.58%0.75%Q3 2013Q3 202341
COURIER CAPITAL LLC 41410.04%0.06%0.08%Q3 2013Q3 202341
AR ASSET MANAGEMENT INC 41410.09%0.12%0.16%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.02%Q2 2013Q3 202341
COMERICA BANK 3910.01%0.05%0.08%Q2 2013Q2 202340
Private Advisor Group, LLC 40400.02%0.04%0.17%Q4 2013Q3 202340
Capital International Investors 40400.18%0.51%0.98%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.06%0.12%0.25%Q4 2013Q3 202340
Moors & Cabot, Inc. 39390.00%0.06%0.10%Q1 2014Q3 202340
SYNOVUS FINANCIAL CORP 24160.00%0.04%0.12%Q2 2013Q3 202340
Point72 Asset Management, L.P. 1550.00%0.26%1.05%Q2 2014Q3 202340
INTRUST BANK NA 2270.04%0.16%0.61%Q2 2013Q3 202340
HighTower Advisors, LLC 1780.01%0.07%0.33%Q2 2013Q3 202340
CIBC WORLD MARKET INC. 3030.01%0.01%0.03%Q2 2013Q3 202340
Fruth Investment Management 40400.10%0.13%0.18%Q4 2013Q3 202340
PEAK6 Investments LLC 1810.00%0.03%0.11%Q3 2018Q3 202340
MONETARY MANAGEMENT GROUP INC 40400.05%0.11%0.38%Q4 2013Q3 202340
First City Capital Management, Inc. 3810.36%0.49%0.75%Q2 2013Q3 202339
CREDIT SUISSE AG/ 1740.00%0.02%0.12%Q1 2013Q2 202339
STIFEL FINANCIAL CORP 39390.02%0.06%0.14%Q1 2014Q3 202339
TORONTO DOMINION BANK 1820.00%0.00%0.00%Q1 2013Q3 202339
1832 Asset Management L.P. 39390.00%0.04%0.39%Q1 2014Q3 202339
Renaissance Technologies 1910.00%0.23%0.57%Q2 2013Q3 202339
NORGES BANK 2420.00%0.03%0.14%Q2 2012Q4 202239
BLUESTEIN R H & CO LLC 38380.03%0.09%0.73%Q2 2013Q3 202238
Cambridge Investment Research Advisors, Inc. 2610.02%0.03%0.04%Q2 2013Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.02%0.06%0.18%Q2 2013Q3 202238
Columbia Asset Management 2260.06%0.14%0.18%Q4 2013Q3 202338
FRANKLIN RESOURCES INC 3510.00%0.14%0.56%Q4 2013Q3 202338
GABELLI FUNDS LLC 38380.00%0.04%0.06%Q2 2014Q3 202338
NAPLES GLOBAL ADVISORS, LLC 3620.27%0.36%0.58%Q1 2014Q3 202338
BANK OF HAWAII 3260.05%0.23%0.93%Q2 2013Q3 202338
Tower Research Capital LLC (TRC) 1820.00%0.03%0.13%Q2 2013Q3 202338
Focused Wealth Management, Inc 19180.01%0.04%0.33%Q3 2013Q3 202337
BlackRock Inc. 2970.00%0.01%0.03%Q2 2014Q3 202337
Lowe Wealth Advisors, LLC 37370.00%0.00%0.00%Q4 2014Q4 202337
Texas Yale Capital Corp. 37370.03%0.05%0.08%Q3 2014Q3 202337
GOFEN & GLOSSBERG LLC /IL/ 37370.01%0.10%0.26%Q4 2013Q4 202237
ClearBridge Investments 3250.00%0.03%0.20%Q2 2013Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2910.00%0.01%0.03%Q1 2014Q3 202337
First Financial Bank - Trust Division 20170.02%0.04%0.08%Q1 2013Q4 202337
SEI INVESTMENTS CO 36360.01%0.12%0.24%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.02%0.06%Q4 2013Q3 202336
TOMPKINS FINANCIAL CORP 2830.00%0.04%0.24%Q2 2013Q3 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.03%0.07%0.17%Q2 2013Q1 202236
JENNISON ASSOCIATES LLC 2210.02%0.62%2.10%Q1 2014Q3 202336
B. Riley Wealth Advisors, Inc. 1710.00%0.04%0.08%Q2 2013Q3 202336
SIGNATUREFD, LLC 2710.00%0.05%0.12%Q4 2013Q3 202336
Raymond James Financial Services Advisors, Inc. 3420.01%0.03%0.20%Q2 2013Q3 202336
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2060.00%0.00%0.00%Q4 2013Q3 202336
BALYASNY ASSET MANAGEMENT L.P. 1710.00%0.12%0.44%Q3 2013Q3 202336
PRICE T ROWE ASSOCIATES INC /MD/ 2940.00%0.21%0.75%Q2 2013Q3 202336
People's United Financial, Inc. 36360.01%0.09%0.32%Q2 2013Q1 202236
MACKENZIE FINANCIAL CORP 2780.00%0.02%0.04%Q3 2014Q3 202335
SEARLE & CO. 2960.74%0.92%1.26%Q4 2014Q3 202335
Huber Capital Management LLC 35350.00%0.06%0.19%Q1 2014Q3 202235
PINNACLE ASSOCIATES LTD 35350.01%0.02%0.05%Q1 2015Q3 202335
Plante Moran Financial Advisors, LLC 2910.00%0.04%0.10%Q3 2013Q2 202335
VALLEY NATIONAL ADVISERS INC 2870.00%0.02%0.05%Q4 2014Q3 202335
Stockman Wealth Management, Inc. 35350.15%0.85%2.05%Q1 2015Q3 202335
Allworth Financial LP 35350.00%0.00%0.00%Q1 2015Q3 202335
FDx Advisors, Inc. 2540.01%0.09%0.18%Q4 2013Q3 202335
Freedom Investment Management, Inc. 2510.02%0.05%0.18%Q4 2013Q3 202335
New England Research & Management, Inc. 3050.14%0.29%0.67%Q2 2014Q3 202335
Roble, Belko & Company, Inc 35350.00%0.01%0.01%Q1 2015Q3 202335
Cordasco Financial Network 35350.04%0.18%0.33%Q4 2013Q2 202235
CONTINENTAL ADVISORS LLC 29290.11%0.65%1.24%Q2 2013Q2 202035
JANUS HENDERSON GROUP PLC 3140.00%0.05%0.18%Q3 2014Q3 202335
Capital International Sarl 35350.05%0.29%0.82%Q1 2015Q3 202335
ENTERPRISE FINANCIAL SERVICES CORP 34340.00%0.01%0.03%Q2 2013Q3 202134
Carroll Financial Associates, Inc. 34340.00%0.01%0.02%Q3 2013Q4 202134
Baird Financial Group, Inc. 34340.01%0.02%0.04%Q2 2015Q3 202334
ASSETMARK, INC 34340.00%0.03%0.10%Q2 2015Q3 202334
Azimuth Capital Management LLC 34340.14%0.22%0.29%Q4 2013Q1 202234
WEDBUSH SECURITIES INC 2910.03%0.05%0.10%Q2 2013Q3 202334
Caption Management, LLC 1210.00%0.15%0.60%Q2 2020Q3 202334
Patten Group, Inc. 34340.01%0.62%1.38%Q2 2015Q3 202334
CLEAR STREET MARKETS LLC 1110.00%0.10%0.68%Q2 2014Q3 202334
Financial Architects, Inc 1810.00%0.03%0.26%Q2 2013Q2 202334
QUADRANT CAPITAL GROUP LLC 34340.01%0.11%0.28%Q2 2015Q3 202334
AMERICAN NATIONAL INSURANCE CO 34340.04%0.05%0.07%Q2 2013Q3 202134
AMUNDI ASSET MANAGEMENT US, INC. 3210.04%0.10%0.28%Q4 2012Q1 202133
LOGAN CAPITAL MANAGEMENT INC 33330.00%0.07%0.15%Q2 2015Q2 202333
HOWLAND CAPITAL MANAGEMENT LLC 3110.05%0.08%0.20%Q2 2013Q3 202333
Fisher Asset Management, LLC 33330.00%0.53%1.00%Q3 2015Q3 202333
Allianz Asset Management GmbH 2760.00%0.13%0.86%Q2 2013Q2 202233
PRIMECAP MANAGEMENT CO/CA/ 33330.01%1.67%2.79%Q3 2015Q3 202333
Citizens Business Bank 2670.07%0.22%0.50%Q1 2014Q2 202233
BEACON INVESTMENT ADVISORY SERVICES, INC. 33330.02%0.04%0.09%Q3 2015Q3 202333
Archford Capital Strategies, LLC 2010.11%0.55%1.07%Q4 2014Q3 202333
TODD ASSET MANAGEMENT LLC 2660.02%0.22%0.75%Q2 2013Q3 202332
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2710.00%0.04%0.15%Q3 2013Q3 202332
TWO SIGMA INVESTMENTS, LP 1110.00%0.09%0.35%Q2 2013Q3 202332
DODGE & COX 32320.01%0.85%1.81%Q4 2015Q3 202332
Johnson Financial Group, Inc. 2660.00%0.08%0.43%Q2 2013Q4 202132
AMP Capital Investors Ltd 2570.00%0.04%0.14%Q2 2013Q3 202132
Grove Bank & Trust 32320.13%0.21%0.36%Q4 2015Q3 202332
PROSPECTOR PARTNERS LLC 32320.04%0.21%0.57%Q4 2015Q3 202332
WHITTIER TRUST CO 31310.00%0.01%0.03%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.04%0.34%Q1 2016Q3 202331
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1910.00%0.27%2.04%Q2 2013Q3 202331
Aperio Group, LLC 31310.13%0.25%0.43%Q2 2013Q4 202031
Vident Investment Advisory, LLC 31310.02%0.07%0.14%Q4 2015Q2 202331
ALLIANCEBERNSTEIN L.P. 2380.00%0.01%0.10%Q2 2013Q3 202331
Town & Country Bank & Trust CO dba First Bankers Trust CO 2920.51%0.72%1.05%Q4 2013Q3 202331
Fiera Capital Corp 2030.00%0.01%0.05%Q2 2013Q3 202331
Tekla Capital Management LLC 30300.14%1.07%2.92%Q1 2016Q2 202331
FIRST TRUST ADVISORS LP 1630.00%0.05%0.11%Q2 2013Q3 202331
TWO SIGMA ADVISERS, LP 1310.00%0.05%0.47%Q2 2013Q3 202331
PRIVATE TRUST CO NA 2470.02%0.07%0.32%Q1 2013Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
CWM, LLC 2010.00%0.01%0.16%Q3 2013Q3 202331
Sutton Wealth Advisors Inc. 31310.02%0.03%0.08%Q1 2016Q3 202331
BANQUE PICTET & CIE SA 30300.00%0.28%0.43%Q2 2016Q3 202330
Sigma Planning Corp 2710.02%0.04%0.07%Q4 2014Q3 202330
Janney Montgomery Scott LLC 1820.04%0.08%0.16%Q2 2013Q3 202330
ADVISOR PARTNERS LLC 19110.04%0.18%0.34%Q2 2013Q2 202230
Nicholas Hoffman & Company, LLC. 30300.05%0.31%0.52%Q2 2016Q3 202330
Pinkerton Retirement Specialists, LLC 30300.38%0.90%1.52%Q2 2016Q3 202330
Pictet North America Advisors SA 30300.76%2.36%3.54%Q2 2016Q3 202330
BECKER CAPITAL MANAGEMENT INC 30301.04%1.62%2.17%Q2 2016Q3 202330
OLD SECOND NATIONAL BANK OF AURORA 30300.00%0.00%0.01%Q2 2016Q3 202330
Bray Capital Advisors 2810.12%0.17%0.22%Q1 2015Q3 202330
Buckingham Capital Management, Inc. 2640.13%1.17%2.35%Q2 2013Q3 202330
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 30300.04%0.38%1.38%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 2540.01%0.05%0.28%Q2 2013Q3 202029
Frontier Wealth Management LLC 29290.02%0.15%0.24%Q2 2015Q2 202229
FRED ALGER MANAGEMENT, LLC 29290.00%0.12%0.76%Q3 2016Q3 202329
Nuveen Asset Management, LLC 1840.00%0.09%0.21%Q2 2013Q3 202329
NTV ASSET MANAGEMENT LLC 29290.06%0.08%0.10%Q3 2016Q3 202329
Point View Wealth Management, Inc. 29290.28%0.40%0.61%Q4 2013Q4 202029
ADIRONDACK TRUST CO 29290.00%0.01%0.03%Q3 2016Q3 202329
Squarepoint Ops LLC 610.00%0.04%0.17%Q4 2016Q3 202329
Gradient Investments LLC 2410.00%0.02%0.10%Q3 2013Q3 202329
INTEGRAL DERIVATIVES, LLC 880.00%0.03%0.11%Q4 2013Q4 201729
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 29290.31%0.55%0.68%Q3 2016Q3 202329
Tortoise Investment Management, LLC 29290.00%0.00%0.01%Q3 2016Q3 202329
Snowden Capital Advisors LLC 2180.02%0.06%0.18%Q2 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.02%Q4 2013Q4 202029
Dorsey & Whitney Trust CO LLC 2710.05%0.08%0.12%Q3 2016Q3 202328
PEOPLES FINANCIAL SERVICES CORP. 2710.00%0.00%0.01%Q3 2016Q3 202328
CAPITAL INTERNATIONAL LTD /CA/ 2260.07%0.31%1.00%Q1 2015Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.01%Q2 2013Q1 202028
Steward Partners Investment Advisory, LLC 28280.03%0.07%0.12%Q4 2016Q3 202328
EASTERN BANK 28280.02%0.03%0.04%Q1 2014Q4 202028
Capital International, Inc./CA/ 17110.01%0.06%0.18%Q1 2015Q3 202328
Avalon Investment & Advisory 2530.01%0.05%0.13%Q2 2015Q1 202328
ADVISORS MANAGEMENT GROUP INC /ADV 2710.09%0.12%0.16%Q4 2015Q3 202328
AE Wealth Management LLC 28280.01%0.04%0.12%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.09%0.28%Q4 2016Q3 202328
World Asset Management Inc 28280.06%0.14%0.20%Q2 2013Q1 202028
Russell Investments Group, Ltd. 28280.00%0.09%0.17%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.02%0.04%0.06%Q4 2016Q3 202328
BROWN BROTHERS HARRIMAN & CO 2110.00%0.00%0.00%Q1 2013Q3 202328
Simplicity Solutions, LLC 28280.03%0.12%0.32%Q4 2016Q3 202328
Cetera Advisor Networks LLC 1820.01%0.01%0.03%Q1 2014Q3 202328
Atria Investments, Inc 16120.02%0.07%0.13%Q3 2016Q3 202328
Bollard Group LLC 1990.00%0.05%0.11%Q4 2014Q3 202328
UNITED SERVICES AUTOMOBILE ASSOCIATION 28280.02%0.06%0.08%Q2 2013Q1 202028
JNBA Financial Advisors 2710.00%0.02%0.04%Q3 2016Q3 202328
Global Retirement Partners, LLC 2070.01%0.03%0.07%Q4 2016Q3 202327
COUNTRY TRUST BANK 2520.00%0.00%0.00%Q3 2016Q3 202327
Argent Trust Co 1330.02%0.09%0.23%Q4 2014Q3 202327
Pacific Center for Financial Services 2430.01%0.01%0.01%Q4 2016Q3 202327
PARK CIRCLE Co 2430.40%2.38%3.84%Q1 2014Q4 202027
FCA CORP /TX 27270.07%0.15%0.22%Q1 2017Q3 202327
Cullen Capital Management, LLC 27270.08%1.52%2.72%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
Vigilant Capital Management, LLC 27270.00%1.34%2.50%Q4 2016Q2 202327
Oakworth Capital, Inc. 27270.00%0.02%0.06%Q1 2017Q3 202327
FIDUCIARY TRUST INTERNATIONAL LLC 16110.87%1.28%3.04%Q2 2013Q1 202027
Parkwood LLC 1910.21%1.59%2.83%Q4 2013Q3 202327
Cerity Partners LLC 27270.01%0.04%0.10%Q1 2017Q3 202327
SCHAFER CULLEN CAPITAL MANAGEMENT INC 27270.22%1.48%2.38%Q2 2013Q4 201927
CIBC Asset Management Inc 1340.01%0.03%0.06%Q2 2013Q3 202327
Voya Financial Advisors, Inc. 1980.02%0.05%0.10%Q3 2016Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.00%0.01%0.01%Q4 2015Q3 202327
NEXT Financial Group, Inc 1460.00%0.03%0.08%Q2 2014Q4 202127
MARSHALL WACE, LLP 1210.00%0.19%0.80%Q1 2014Q3 202327
Garner Asset Management Corp 26260.16%0.23%0.32%Q2 2017Q3 202326
STATE STREET CORP 26260.00%0.00%0.01%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 2420.02%0.04%0.07%Q1 2017Q3 202326
Janney Capital Management LLC 2060.79%1.11%1.39%Q4 2013Q3 202026
BB&T SECURITIES, LLC 26260.02%0.09%0.21%Q2 2013Q3 201926
INGALLS & SNYDER LLC 1220.04%0.11%0.24%Q2 2016Q3 202326
Bartlett & Co. LLC 810.00%0.00%0.00%Q2 2013Q4 202326
COLONY GROUP LLC 1970.00%0.02%0.07%Q1 2014Q3 202326
ACADIAN ASSET MANAGEMENT LLC 1350.00%0.04%0.23%Q3 2013Q3 202326
WESTPORT ASSET MANAGEMENT INC 26260.15%0.42%0.65%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.01%0.05%0.11%Q2 2013Q3 201926
Jacobi Capital Management LLC 26260.01%0.06%0.11%Q2 2017Q3 202326
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
CIBC Private Wealth Group, LLC 2420.00%0.64%1.84%Q3 2015Q3 202326
Crossmark Global Holdings, Inc. 2510.03%0.06%0.11%Q3 2016Q3 202326
OPTIMUM INVESTMENT ADVISORS 2410.01%0.02%0.04%Q2 2014Q4 202326
JOHNSON INVESTMENT COUNSEL INC 1730.00%0.01%0.01%Q2 2013Q3 202326
SKBA CAPITAL MANAGEMENT LLC 26260.82%1.27%1.70%Q2 2017Q3 202326
NOMURA HOLDINGS INC 970.00%0.04%0.51%Q3 2013Q1 202326
GREENLEAF TRUST 26260.01%0.02%0.03%Q2 2017Q3 202326
MITCHELL CAPITAL MANAGEMENT CO 25250.08%0.26%0.43%Q3 2017Q3 202325
WEST PACES ADVISORS INC. 2230.01%0.03%0.05%Q4 2016Q3 202325
Compagnie Lombard Odier SCmA 2050.00%0.00%0.01%Q4 2013Q1 202225
TIAA, FSB 25250.00%0.01%0.08%Q2 2017Q2 202325
CLIFFORD SWAN INVESTMENT COUNSEL LLC 25250.01%0.03%0.04%Q2 2013Q2 201925
EXANE DERIVATIVES 740.00%0.12%1.21%Q4 2014Q4 201725
Princeton Portfolio Strategies Group LLC 25250.09%0.18%0.31%Q2 2015Q2 202125
SALEM INVESTMENT COUNSELORS INC 1910.00%0.01%0.01%Q1 2017Q3 202325
BDO Wealth Advisors, LLC 25250.00%0.01%0.02%Q2 2017Q2 202325
KINGS POINT CAPITAL MANAGEMENT 1220.01%0.02%0.02%Q2 2013Q1 202225
MV CAPITAL MANAGEMENT, INC. 1690.00%0.00%0.00%Q4 2014Q3 202325
STEPHENS INC /AR/ 2230.01%0.07%0.33%Q2 2013Q3 202325
RATIONAL ADVISORS LLC 1310.00%0.47%1.05%Q1 2009Q4 202025
Valeo Financial Advisors, LLC 1590.00%0.03%0.06%Q3 2017Q3 202325
MOODY NATIONAL BANK TRUST DIVISION 2120.01%0.03%0.05%Q2 2013Q3 202325
OPPENHEIMER ASSET MANAGEMENT INC. 15100.01%0.15%0.40%Q1 2017Q3 202325
FULTON BANK, N.A. 1040.01%0.13%0.50%Q2 2013Q4 202325
ADAGE CAPITAL PARTNERS GP, L.L.C. 910.00%0.10%0.33%Q3 2013Q3 202325
M&R CAPITAL MANAGEMENT INC 25250.01%0.01%0.02%Q4 2017Q4 202325
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1520.01%0.48%1.19%Q1 2017Q3 202325
XR Securities LLC 1210.00%0.03%0.12%Q1 2019Q4 202225
Corient Capital Partners, LLC 25250.06%0.42%0.97%Q3 2016Q3 202225
Wealthcare Advisory Partners LLC 25250.02%0.03%0.06%Q3 2017Q3 202325
Cornerstone Advisors, Inc. 25250.00%0.02%0.05%Q2 2013Q2 201925
CAPITAL GUARDIAN TRUST CO 25250.00%0.42%1.06%Q2 2013Q2 201925
SG Americas Securities, LLC 1510.00%0.03%0.12%Q4 2016Q3 202324
Front Row Advisors LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
RIVERHEAD CAPITAL MANAGEMENT LLC 2310.01%0.02%0.07%Q2 2013Q3 201924
FLAGSHIP HARBOR ADVISORS, LLC 24240.04%0.06%0.10%Q4 2017Q3 202324
Connor, Clark & Lunn Investment Management Ltd. 1110.00%0.03%0.34%Q1 2014Q3 202324
Itau Unibanco Holding S.A. 13110.00%0.05%0.18%Q1 2017Q3 202324
Verition Fund Management LLC 1110.00%0.24%1.39%Q2 2013Q4 202224
SeaCrest Wealth Management, LLC 24240.08%0.11%0.22%Q4 2017Q3 202324
Investors Research Corp 24240.06%0.14%0.21%Q4 2017Q3 202324
RMB Capital Management, LLC 1950.01%0.02%0.03%Q2 2013Q3 202324
ETRADE Capital Management LLC 2040.01%0.07%0.14%Q2 2013Q3 202024
Pinnacle Wealth Planning Services, Inc. 24240.08%0.23%0.60%Q4 2017Q3 202324
Hardman Johnston Global Advisors LLC 24241.10%1.90%2.78%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.10%Q4 2017Q3 202324
PANAGORA ASSET MANAGEMENT INC 1620.00%0.01%0.04%Q2 2014Q3 202324
UBS ASSET MANAGEMENT AMERICAS INC 1220.00%0.00%0.01%Q1 2014Q2 202324
TCW GROUP INC 23230.01%0.01%0.02%Q2 2013Q4 201823
Aries Wealth Management 1760.22%0.30%0.40%Q4 2017Q3 202323
PRELUDE CAPITAL MANAGEMENT, LLC 1210.00%0.03%0.13%Q1 2013Q3 202223
WRAPMANAGER INC 1350.06%0.24%0.60%Q4 2015Q2 202323
Thomas J. Herzfeld Advisors, Inc. 1490.00%0.01%0.03%Q2 2015Q3 202323
DUBUQUE BANK & TRUST CO 12110.00%0.01%0.03%Q2 2013Q1 201923
Mount Yale Investment Advisors, LLC 23230.10%0.30%0.52%Q1 2018Q3 202323
Lester Murray Antman dba SimplyRich 1850.33%0.42%0.59%Q4 2017Q3 202323
Berkeley Capital Partners, LLC 23230.23%0.56%1.06%Q2 2016Q4 202123
First Bank & Trust 23230.00%0.43%1.57%Q4 2016Q2 202223
CULLEN/FROST BANKERS, INC. 23230.01%0.18%0.37%Q1 2018Q3 202323
Horizon Kinetics 23230.01%0.02%0.03%Q2 2013Q4 201823
Caprock Group, LLC 2030.03%0.06%0.08%Q1 2016Q3 202323
Prospera Financial Services Inc 1940.02%0.13%0.47%Q1 2014Q3 202323
SANDERS MORRIS HARRIS LLC 1620.06%0.14%0.30%Q1 2016Q3 202323
COMMERZBANK AKTIENGESELLSCHAFT /FI 23230.01%0.01%0.02%Q2 2013Q4 201823
Anchor Investment Management, LLC 23230.00%0.00%0.01%Q2 2018Q4 202323
THORNBURG INVESTMENT MANAGEMENT INC 23230.11%0.52%0.84%Q1 2018Q3 202323
SouthState Corp 23230.21%0.36%0.50%Q1 2018Q3 202323
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
BAMCO INC /NY/ 22220.02%0.04%0.07%Q2 2018Q3 202322
Candriam S.C.A. 1570.01%0.14%0.42%Q2 2016Q2 202322
SCOTIA CAPITAL INC. 1390.00%0.02%0.07%Q1 2018Q3 202322
ZWJ INVESTMENT COUNSEL INC 1510.22%2.04%2.87%Q4 2017Q3 202322
TEACHERS ADVISORS, LLC 22220.00%0.03%0.11%Q4 2013Q1 201922
Kendall Capital Management 12100.10%0.21%0.49%Q4 2017Q3 202322
TEALWOOD ASSET MANAGEMENT INC 12100.98%1.47%2.07%Q2 2018Q4 202322
ATLAS CAPITAL ADVISORS LLC 22220.10%0.19%0.45%Q2 2018Q3 202322
COZAD ASSET MANAGEMENT INC 22220.06%0.12%0.24%Q2 2018Q3 202322
PREMIER ASSET MANAGEMENT LLC 22220.09%0.19%0.37%Q3 2013Q4 201822
Rockefeller Capital Management L.P. 2020.00%0.02%0.06%Q1 2018Q3 202322
AFFINITY WEALTH MANAGEMENT LLC 2020.06%0.14%0.42%Q2 2017Q3 202322
LVW Advisors, LLC 1930.06%0.21%0.32%Q4 2014Q3 202322
CHILTON CAPITAL MANAGEMENT LLC 22220.02%1.05%1.30%Q2 2018Q3 202322
CIDEL ASSET MANAGEMENT INC 22220.97%1.55%2.12%Q2 2018Q3 202322
Clean Yield Group 1910.01%0.12%0.18%Q1 2017Q3 202322
SIMPLEX TRADING, LLC 810.00%0.05%0.31%Q2 2015Q2 202322
PARK NATIONAL CORP /OH/ 22220.16%0.51%0.90%Q3 2018Q4 202322
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.01%0.02%0.09%Q4 2013Q1 201922
Belpointe Asset Management LLC 1930.03%0.05%0.08%Q3 2017Q1 202322
Boston Trust Walden Corp 2110.00%0.00%0.00%Q2 2014Q3 202322
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
Baldwin Investment Management, LLC 21210.05%0.07%0.10%Q3 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 1560.00%0.01%0.05%Q4 2016Q2 202221
First Personal Financial Services 1110.00%0.01%0.03%Q4 2014Q3 202221
CREDIT AGRICOLE S A 1240.00%0.00%0.01%Q1 2014Q3 202321
Glassman Wealth Services 1610.00%0.01%0.02%Q4 2016Q3 202321
Henry James International Management Inc. 21210.11%0.24%0.62%Q3 2018Q3 202321
HighPoint Advisor Group LLC 2010.05%0.08%0.11%Q4 2016Q2 202221
Hilltop Holdings Inc. 1740.04%0.18%0.44%Q3 2013Q3 202021
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.00%0.28%1.29%Q1 2016Q3 202321
KEATING INVESTMENT COUNSELORS INC 2010.11%1.70%4.01%Q2 2016Q3 202321
Joel Isaacson & Co., LLC 1020.02%0.03%0.05%Q4 2014Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.03%0.04%Q1 2017Q3 202321
Yorktown Management & Research Co Inc 11100.04%0.14%0.40%Q3 2013Q1 201921
FARALLON CAPITAL MANAGEMENT LLC 1290.09%1.12%2.38%Q4 2016Q3 202321
SPHERA FUNDS MANAGEMENT LTD. 1510.35%4.00%7.85%Q1 2015Q3 202321
GQG Partners LLC 21211.73%2.65%3.91%Q3 2018Q3 202321
BAILARD, INC. 1920.04%0.22%0.36%Q2 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.06%Q3 2018Q3 202321
Lindbrook Capital, LLC 20200.04%0.06%0.08%Q4 2018Q3 202320
PATHSTONE FAMILY OFFICE, LLC 1910.00%0.02%0.08%Q2 2016Q3 202320
GENESEE VALLEY TRUST CO 20200.09%0.28%0.71%Q2 2013Q1 201820
RELIANCE TRUST CO OF DELAWARE 20200.03%0.09%0.17%Q4 2013Q3 201820
ALTFEST L J & CO INC 1120.09%0.48%1.68%Q4 2013Q3 202320
SECURITY NATIONAL TRUST CO 20200.01%0.01%0.02%Q4 2016Q3 202120
Cetera Advisors LLC 20200.00%0.02%0.05%Q4 2018Q3 202320
CKW FINANCIAL GROUP 20200.01%0.02%0.03%Q1 2016Q4 202020
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.04%0.14%Q4 2018Q3 202320
Cascade Investment Advisors, Inc. 1910.02%0.02%0.03%Q4 2017Q1 202320
Parkside Financial Bank & Trust 1210.00%0.10%0.24%Q2 2013Q2 202320
Wealthspire Advisors, L.P. 20200.00%0.04%0.09%Q4 2015Q3 202020
MPS Loria Financial Planners, LLC 20200.09%0.19%0.31%Q2 2017Q1 202220
American Portfolios Advisors 20200.03%0.05%0.07%Q4 2017Q3 202220
DELTA ASSET MANAGEMENT LLC/TN 1640.00%0.00%0.00%Q1 2018Q3 202320
CATAWBA CAPITAL MANAGEMENT /VA 20200.21%0.27%0.36%Q3 2013Q2 201820
Schonfeld Strategic Advisors LLC 410.00%0.07%0.28%Q1 2016Q3 202320
Archer Investment Corp 20200.00%0.00%0.01%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.26%0.37%0.73%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.10%0.19%0.33%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.02%0.05%Q1 2018Q3 202320
Mercer Capital Advisers, Inc. 20200.01%0.01%0.02%Q4 2015Q3 202020
Mariner, LLC 1910.01%0.02%0.03%Q2 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.06%0.21%Q4 2018Q3 202320
WealthPLAN Partners, LLC 1730.01%0.27%0.49%Q1 2018Q2 202320
SIT INVESTMENT ASSOCIATES INC 20200.01%0.39%0.53%Q4 2018Q3 202320
CenterStar Asset Management, LLC 420.00%0.25%0.82%Q3 2019Q4 202219
Hartford Financial Management Inc. 1310.00%0.00%0.00%Q3 2014Q4 201919
Proficio Capital Partners LLC 1510.01%0.05%0.12%Q4 2015Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.03%0.05%Q1 2019Q3 202319
FARMERS & MERCHANTS INVESTMENTS INC 1510.00%0.02%0.04%Q2 2013Q1 202319
McIlrath & Eck, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
TCI Wealth Advisors, Inc. 1210.00%0.01%0.07%Q4 2012Q1 202319
Lee Financial Co 1450.00%0.01%0.03%Q3 2017Q3 202319
Rikoon Group, LLC 19190.31%0.48%0.96%Q3 2016Q1 202119
RB Capital Management, LLC 19190.15%0.20%0.29%Q1 2019Q3 202319
SG3 Management, LLC 610.01%0.20%0.73%Q4 2016Q2 202219
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1360.00%0.04%0.15%Q1 2014Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.01%0.01%Q3 2018Q3 202319
Integrated Investment Consultants, LLC 1510.01%0.19%0.30%Q1 2016Q1 202319
Lenox Wealth Advisors, LLC 1810.00%0.00%0.02%Q4 2015Q1 202219
Private Capital Group, LLC 19190.04%0.07%0.19%Q4 2017Q2 202219
Horan Securities, Inc. 760.01%0.01%0.02%Q2 2018Q2 202319
JAMES INVESTMENT RESEARCH INC 1510.00%0.59%0.98%Q2 2016Q3 202319
Coastline Trust Co 19190.03%0.07%0.10%Q1 2019Q3 202319
Cresset Asset Management, LLC 1720.00%0.01%0.02%Q4 2018Q3 202319
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
180 WEALTH ADVISORS, LLC 1270.08%0.23%0.82%Q4 2017Q3 202319
AMERICAN INTERNATIONAL GROUP, INC. 1270.00%0.01%0.02%Q2 2013Q3 202319
Full Sail Capital, LLC 19190.05%0.08%0.17%Q1 2019Q3 202319
HIGH POINTE CAPITAL MANAGEMENT LLC 19190.34%1.26%1.99%Q1 2016Q3 202019
Keudell/Morrison Wealth Management 19190.09%0.15%0.26%Q1 2019Q3 202319
Cable Hill Partners, LLC 1210.00%0.04%0.10%Q4 2014Q3 202319
CPWM, LLC 19190.08%0.10%0.12%Q1 2018Q3 202219
Vestmark Advisory Solutions, Inc. 19190.12%0.23%0.40%Q1 2019Q3 202319
MEITAV INVESTMENT HOUSE LTD 1270.02%0.06%0.12%Q4 2017Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.03%0.05%Q1 2019Q3 202319
Balentine LLC 1010.00%0.01%0.03%Q3 2017Q3 202319
Clarius Group, LLC 1720.03%0.07%0.11%Q2 2018Q3 202319
Cedar Brook Financial Partners, LLC 19190.13%0.18%0.25%Q1 2019Q3 202319
Cribstone Capital Management, LLC 1540.00%0.01%0.01%Q2 2016Q1 202119
Aspire Private Capital, LLC 1360.00%0.01%0.17%Q4 2018Q3 202319
BerganKDV Wealth Management, LLC 19190.00%0.00%0.01%Q4 2018Q2 202319
MOTCO 1010.00%0.26%0.54%Q3 2016Q3 202319
BOOTHBAY FUND MANAGEMENT, LLC 910.02%0.24%1.17%Q2 2017Q3 202319
KORNITZER CAPITAL MANAGEMENT INC /KS 19190.03%0.25%0.44%Q1 2019Q3 202319
Capital Investment Advisory Services, LLC 1540.03%0.10%0.31%Q4 2018Q3 202319
CSS LLC/IL 990.01%0.03%0.05%Q2 2014Q2 201618
Integrated Wealth Concepts LLC 18180.02%0.07%0.10%Q2 2019Q3 202318
HUSSMAN STRATEGIC ADVISORS, INC. 18180.01%0.36%1.28%Q2 2013Q3 201718
FIRST INTERSTATE BANK 18180.01%0.03%0.04%Q3 2015Q4 201918
Holocene Advisors, LP 610.07%0.45%0.99%Q2 2019Q3 202318
Doyle Wealth Management 18180.02%0.12%0.22%Q2 2018Q3 202218
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1350.00%0.01%0.05%Q4 2014Q3 201918
UBS AG 660.00%0.06%0.30%Q2 2013Q3 201418
Covington Capital Management 18180.00%0.00%0.01%Q2 2018Q3 202218
Commonwealth Equity Services, Inc 18180.02%0.03%0.04%Q2 2013Q3 201718
LAKE STREET ADVISORS GROUP, LLC 1120.02%0.04%0.12%Q1 2018Q3 202318
Brandywine Global Investment Management, LLC 18180.11%0.25%0.41%Q2 2019Q3 202318
Ballentine Partners, LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
HBK Sorce Advisory LLC 1620.02%0.04%0.08%Q4 2017Q3 202318
BLB&B Advisors, LLC 18180.02%0.34%0.56%Q3 2017Q4 202118
SVB WEALTH LLC 1610.00%0.01%0.03%Q3 2015Q3 202318
COMERICA SECURITIES,INC. 1170.02%0.03%0.04%Q1 2019Q3 202318
Pinnacle Holdings, LLC 1510.01%0.02%0.03%Q4 2018Q3 202318
SAGE RHINO CAPITAL LLC 18180.13%0.21%0.31%Q2 2019Q3 202318
JAG CAPITAL MANAGEMENT, LLC 18180.03%0.08%0.25%Q2 2019Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1610.00%0.00%0.00%Q2 2013Q3 202318
Banco de Sabadell, S.A 18180.03%0.17%0.40%Q2 2019Q3 202318
DIXON HUBARD FEINOUR & BROWN INC/VA 1350.03%0.07%0.12%Q1 2014Q2 202218
NATIONAL PLANNING CORP 18180.03%0.07%0.12%Q2 2013Q3 201718
NOMURA ASSET MANAGEMENT CO LTD 18180.00%0.00%0.02%Q2 2019Q3 202318
Prestige Wealth Management Group LLC 1710.00%0.00%0.01%Q4 2018Q3 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1530.04%0.06%0.08%Q1 2019Q3 202318
Quantbot Technologies LP 410.00%0.16%0.64%Q2 2013Q3 202318
Sound View Wealth Advisors Group, LLC 18180.19%0.30%0.43%Q2 2019Q3 202318
Bluefin Trading, LLC 610.01%0.19%1.73%Q1 2014Q4 201818
SRS Capital Advisors, Inc. 1020.00%0.01%0.02%Q1 2017Q3 202318
Susquehanna International Securities, Ltd. 620.10%1.55%9.98%Q4 2018Q2 202318
JGP Global Gestao de Recursos Ltda. 18180.12%0.35%1.37%Q2 2019Q3 202318
Vantage Investment Advisors, LLC 1020.00%0.00%0.01%Q4 2013Q3 201818
Stratos Wealth Partners, LTD. 1410.01%0.04%0.30%Q2 2014Q3 202318
JFS WEALTH ADVISORS, LLC 1410.00%0.01%0.02%Q2 2014Q3 202318
MISSION WEALTH MANAGEMENT, LP 1350.01%0.03%0.07%Q3 2015Q3 202318
Ellevest, Inc. 18180.00%0.05%0.10%Q2 2019Q3 202318
ROPES WEALTH ADVISORS LLC 1440.00%0.02%0.05%Q3 2017Q3 202318
Rehmann Capital Advisory Group 920.01%0.03%0.04%Q1 2018Q3 202318
Meridian Wealth Management, LLC 17170.04%0.09%0.20%Q3 2019Q3 202317
Capital Bank & Trust Co 17170.38%0.70%1.19%Q2 2017Q2 202117
BOSTON FINANCIAL MANGEMENT LLC 1210.01%0.18%0.31%Q2 2016Q2 202217
NEW YORK STATE COMMON RETIREMENT FUND 1610.00%0.00%0.02%Q3 2017Q3 202317
MGO ONE SEVEN LLC 410.02%0.10%0.29%Q4 2017Q3 202317
Capital Advisors, Ltd. LLC 17170.03%0.04%0.05%Q1 2014Q1 201817
WRIGHT INVESTORS SERVICE INC 1250.18%1.27%2.68%Q2 2013Q3 201717
Virtu KCG Holdings LLC 1320.00%0.12%0.51%Q3 2013Q2 201717
Gemmer Asset Management LLC 17170.00%0.00%0.01%Q1 2018Q1 202217
Winch Advisory Services, LLC 1520.00%0.10%1.01%Q2 2014Q3 202317
Independent Portfolio Consultants, Inc. 17170.03%0.18%0.30%Q2 2013Q2 201717
TRILLIUM ASSET MANAGEMENT, LLC 17170.34%1.15%1.88%Q3 2019Q3 202317
LINCOLN NATIONAL CORP 1610.01%0.03%0.05%Q2 2019Q3 202317
Cedar Wealth Management, LLC 820.00%0.01%0.02%Q1 2016Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.00%0.54%0.89%Q4 2018Q3 202317
Simmons Bank 980.02%0.03%0.06%Q1 2018Q3 202317
Daiwa Securities Group Inc. 17170.04%0.10%0.20%Q3 2019Q3 202317
DUNCKER STREETT & CO INC 1340.00%0.00%0.01%Q3 2016Q3 202317
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1070.01%0.02%0.04%Q3 2017Q3 202317
Zions Bancorporation, N.A. 17170.01%0.03%0.07%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.03%0.07%0.09%Q2 2013Q2 201717
Magnetar Financial LLC 1310.03%0.35%0.71%Q2 2014Q2 202317
THOMAS WHITE INTERNATIONAL LTD 17170.20%0.42%0.84%Q2 2019Q2 202317
BRR OpCo, LLC 1430.02%0.22%0.44%Q2 2013Q3 202217
WFG Advisors, LP 17170.02%0.12%0.19%Q2 2013Q2 201717
Burt Wealth Advisors 17170.03%0.03%0.04%Q4 2016Q4 202017
EVERGREEN CAPITAL MANAGEMENT LLC 1410.01%0.03%0.06%Q4 2018Q3 202317
Healthcare Value Capital, LLC 1010.86%5.64%12.86%Q2 2013Q3 202117
Independence Bank of Kentucky 17170.01%0.02%0.02%Q3 2019Q3 202317
CNB Bank 1250.00%0.01%0.04%Q2 2018Q3 202317
HOWE & RUSLING INC 810.00%0.37%1.25%Q2 2013Q3 202317
Verdence Capital Advisors LLC 1250.06%0.15%0.32%Q4 2017Q3 202317
Northwest Quadrant Wealth Management, LLC 16160.06%0.08%0.10%Q4 2019Q3 202316
OAK ASSOCIATES LTD /OH/ 1210.04%0.24%0.39%Q2 2013Q2 201816
KCM INVESTMENT ADVISORS LLC 16160.02%0.06%0.19%Q4 2019Q3 202316
Qtron Investments LLC 16160.13%0.30%0.45%Q4 2019Q3 202316
OGOREK ANTHONY JOSEPH /NY/ /ADV 16160.01%0.01%0.01%Q4 2019Q3 202316
Endurance Wealth Management, Inc. 16160.00%0.01%0.01%Q3 2019Q2 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Independent Advisor Alliance 1110.01%0.04%0.15%Q4 2017Q3 202316
Legacy Financial Advisors, Inc. 1060.02%0.06%0.12%Q4 2017Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.03%0.06%Q4 2019Q3 202316
Sofinnova Investments, Inc. 520.13%2.56%7.96%Q1 2018Q3 202316
VOYA INVESTMENT MANAGEMENT LLC 1010.05%0.13%0.31%Q1 2016Q3 202316
Texan Capital Management 16160.19%0.59%0.90%Q2 2013Q1 201716
Carmichael Hill & Associates, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
Ethic Inc. 16160.17%0.26%0.38%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
NISA INVESTMENT ADVISORS, LLC 810.00%0.00%0.02%Q3 2018Q3 202316
Quantitative Systematic Strategies LLC 730.06%0.30%0.59%Q1 2017Q2 202116
Pacer Advisors, Inc. 610.01%0.03%0.14%Q4 2013Q3 202316
HOHIMER WEALTH MANAGEMENT, LLC 16160.06%0.29%0.80%Q4 2019Q3 202316
NOESIS CAPITAL MANGEMENT CORP 16160.07%0.09%0.12%Q4 2019Q3 202316
Mutual Advisors, LLC 16160.02%0.04%0.05%Q4 2019Q3 202316
Legal & General Group Plc 910.00%0.03%0.11%Q3 2015Q3 202316
Great Diamond Partners, LLC 16160.05%0.12%0.18%Q4 2019Q3 202316
Regal Investment Advisors LLC 1010.00%0.01%0.02%Q2 2013Q1 202216
Column Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
BLACKROCK ADVISORS LLC 15150.00%0.06%0.13%Q2 2013Q4 201616
Capital Analysts, LLC 1240.00%0.00%0.00%Q1 2018Q3 202316
Nationwide Fund Advisors 1420.01%0.02%0.06%Q3 2013Q3 201716
Center for Financial Planning, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
Principal Street Partners, LLC 740.04%0.14%0.24%Q2 2019Q3 202316
CANADA PENSION PLAN INVESTMENT BOARD 1310.00%0.09%0.21%Q2 2013Q2 201916
BUCKINGHAM STRATEGIC WEALTH, LLC 1310.01%0.02%0.11%Q1 2014Q3 202316
Princeton Global Asset Management LLC 16160.01%0.10%0.18%Q4 2019Q3 202316
Taylor Wealth Management Partners 16160.00%0.01%0.01%Q1 2015Q4 201816
Procyon Advisors, LLC 16160.03%0.09%0.19%Q4 2019Q3 202316
Institute for Wealth Management, LLC. 1410.06%0.09%0.14%Q4 2018Q3 202316
9258 Wealth Management, LLC 16160.13%0.17%0.25%Q4 2019Q3 202316
MARIETTA INVESTMENT PARTNERS LLC 16160.10%0.39%1.48%Q4 2019Q3 202316
GREAT WEST LIFE ASSURANCE CO /CAN/ 910.00%0.01%0.05%Q1 2014Q3 202316
NewEdge Advisors, LLC 1310.00%0.07%0.53%Q2 2017Q3 202316
Prime Capital Investment Advisors, LLC 730.00%0.02%0.06%Q4 2017Q3 202316
WealthTrust Axiom LLC 1420.08%0.10%0.13%Q2 2013Q2 201716
CAPTRUST FINANCIAL ADVISORS 16160.02%0.03%0.04%Q4 2019Q3 202316
Centiva Capital, LP 310.00%0.05%0.28%Q3 2019Q3 202316
Advisor Group, Inc. 15150.01%0.03%0.05%Q2 2016Q4 201915
Wealth Alliance 15150.12%0.21%0.28%Q1 2020Q3 202315
Seascape Capital Management 1410.85%1.31%1.83%Q4 2019Q3 202315
MSI Financial Services Inc 15150.01%0.01%0.03%Q2 2013Q4 201615
Stevard, LLC 1050.20%0.34%0.50%Q4 2019Q3 202315
Eversept Partners, LP 11110.74%3.07%5.00%Q4 2019Q2 202215
abrdn plc 15150.04%0.05%0.06%Q1 2020Q3 202315
EATON VANCE MANAGEMENT 15150.02%0.07%0.14%Q1 2019Q3 202215
BENJAMIN EDWARDS INC 15150.01%0.17%0.38%Q1 2020Q3 202315
CYPRESS ASSET MANAGEMENT INC/TX 1230.05%0.31%0.84%Q1 2015Q4 202015
Ensign Peak Advisors, Inc 1230.00%0.18%0.42%Q4 2019Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 1410.00%0.03%0.08%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.02%0.04%Q1 2020Q3 202315
DRW Securities, LLC 810.01%0.10%0.32%Q2 2017Q3 202315
Westover Capital Advisors, LLC 960.08%0.10%0.13%Q3 2019Q3 202315
OLD NATIONAL BANCORP /IN/ 1010.01%0.02%0.04%Q2 2013Q3 202315
Forester Capital Management, LTD 1050.03%0.12%0.27%Q2 2013Q2 201715
MANNING & NAPIER ADVISORS LLC 15150.06%0.09%0.13%Q2 2013Q4 201615
Timber Creek Capital Management LLC 15151.46%1.90%2.33%Q1 2020Q3 202315
Marshall Wace North America L.P. 610.01%0.27%0.86%Q2 2013Q3 202115
DREMAN VALUE MANAGEMENT, L L C 830.00%0.27%0.84%Q2 2013Q1 201815
Saturna Capital CORP 710.01%0.58%1.56%Q3 2013Q3 202315
RITHOLTZ WEALTH MANAGEMENT 15150.03%0.09%0.14%Q1 2020Q3 202315
PINNACLE FINANCIAL PARTNERS INC 1320.04%0.29%0.45%Q3 2013Q2 201715
Vanguard Personalized Indexing Management, LLC 15150.08%0.14%0.28%Q1 2020Q3 202315
RHUMBLINE ADVISERS 1320.00%0.00%0.00%Q2 2013Q3 202315
Stanley-Laman Group, Ltd. 1410.15%0.71%1.01%Q4 2013Q3 202315
BlackRock Investment Management, LLC 15150.05%0.15%0.33%Q2 2013Q4 201615
FRG Family Wealth Advisors LLC 1410.05%0.07%0.08%Q4 2019Q3 202315
Covenant Partners, LLC 960.20%0.41%0.62%Q1 2019Q3 202315
Stonebridge Capital Advisors LLC 1050.00%0.00%0.01%Q2 2019Q2 202315
Banco Santander, S.A. 1230.00%0.02%0.05%Q2 2018Q3 202315
ARDSLEY ADVISORY PARTNERS LP 710.01%1.66%4.58%Q1 2017Q3 202215
Venturi Wealth Management, LLC 1410.05%0.11%0.15%Q4 2018Q3 202315
ATWOOD & PALMER INC 1320.00%0.00%0.00%Q2 2014Q3 202315
Alpha Omega Wealth Management LLC 15150.01%0.01%0.02%Q4 2015Q2 201915
Moser Wealth Advisors, LLC 1320.38%0.52%0.65%Q4 2019Q3 202315
FAS Wealth Partners, Inc. 15150.03%0.04%0.05%Q3 2019Q1 202315
PRUDENTIAL FINANCIAL INC 1410.00%0.00%0.00%Q4 2019Q3 202315
King Wealth Management Group 15150.10%0.20%0.29%Q1 2019Q3 202215
Advocacy Wealth Management Services, LLC 1320.02%0.15%0.92%Q2 2013Q4 201815
Altus Wealth Management, LLC 1410.15%0.20%0.25%Q4 2019Q3 202315
OFI Advisors LLC 1140.01%0.01%0.04%Q3 2011Q3 201515
VICTORY CAPITAL MANAGEMENT INC 1230.00%0.02%0.04%Q4 2018Q3 202315
WEXFORD CAPITAL LP 410.01%0.52%1.33%Q3 2014Q3 202314
Laurel Wealth Advisors LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
NorthRock Partners, LLC 1220.02%0.04%0.12%Q3 2019Q2 202314
Timber Hill LLC 1110.00%0.01%0.03%Q3 2013Q3 201714
Northwest Bancshares, Inc. 14140.04%0.07%0.10%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
North Star Investment Management Corp. 1310.00%0.00%0.01%Q1 2014Q3 202314
GABLES CAPITAL MANAGEMENT INC. 14140.00%0.01%0.01%Q2 2020Q3 202314
Daniel Devine & Co 14140.16%0.69%1.09%Q1 2015Q2 201814
Rosenberg Matthew Hamilton 14140.02%0.03%0.04%Q2 2020Q3 202314
BEACON TRUST CO 1210.03%0.05%0.06%Q1 2013Q1 201714
Ellis Investment Partners, LLC 14140.01%0.02%0.03%Q2 2019Q3 202214
COOKSON PEIRCE & CO INC 810.01%0.94%2.32%Q4 2018Q2 202314
Westside Investment Management, Inc. 14140.00%0.01%0.08%Q2 2020Q3 202314
LEAVELL INVESTMENT MANAGEMENT, INC. 910.01%0.07%0.10%Q2 2010Q3 202314
Kingsview Wealth Management, LLC 710.01%0.02%0.03%Q4 2019Q3 202314
STEVENS CAPITAL MANAGEMENT LP 410.01%0.06%0.18%Q2 2013Q4 202014
SHELTON CAPITAL MANAGEMENT 770.03%0.10%0.35%Q3 2014Q3 202314
DSM CAPITAL PARTNERS LLC 14140.04%0.96%2.54%Q2 2020Q3 202314
BSW Wealth Partners 1210.05%0.14%0.24%Q4 2019Q3 202314
BRINKER CAPITAL INC 14140.01%0.05%0.06%Q1 2017Q2 202014
Personal Capital Advisors Corp 14140.00%0.00%0.01%Q3 2019Q4 202214
EP Wealth Advisors, LLC 730.01%0.02%0.05%Q3 2019Q3 202314
Brinker Capital Investments, LLC 1010.00%0.06%0.15%Q3 2016Q4 202214
SFMG, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Financial Management Professionals, Inc. 14140.00%0.01%0.02%Q2 2020Q3 202314
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 510.02%0.16%0.33%Q2 2013Q3 202314
Royal Fund Management, LLC 14140.01%0.01%0.01%Q4 2016Q1 202014
Walleye Capital LLC 510.00%0.04%0.14%Q3 2018Q3 202314
Calvert Investment Management, Inc. 14140.04%0.13%0.28%Q3 2013Q4 201614
Capital Advisory Group Advisory Services, LLC 710.00%0.00%0.01%Q2 2018Q1 202214
Eudaimonia Partners, LLC 820.05%0.13%0.20%Q4 2019Q3 202314
TRUST CO OF TOLEDO NA /OH/ 1310.05%0.08%0.27%Q2 2013Q4 202314
HL FINANCIAL SERVICES LLC 1010.00%0.01%0.03%Q2 2013Q1 201914
DEERE & CO 14140.04%0.05%0.06%Q2 2013Q3 201614
Halpern Financial, Inc. 14140.02%0.04%0.08%Q2 2020Q3 202314
MONTAG A & ASSOCIATES INC 14140.03%0.04%0.05%Q4 2014Q1 201814
AXIOM INVESTORS LLC /DE 860.01%1.50%3.62%Q4 2018Q3 202314
ExodusPoint Capital Management, LP 410.00%0.04%0.16%Q1 2019Q3 202314
EAGLE ASSET MANAGEMENT INC 14140.00%0.39%0.78%Q2 2020Q3 202314
PARADIGM ASSET MANAGEMENT CO LLC 530.01%0.03%0.06%Q2 2013Q3 202313
Sivik Global Healthcare LLC 941.00%2.40%4.00%Q2 2016Q2 202013
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
BELLEVUE ASSET MANAGEMENT, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
BCWM, LLC 940.37%0.77%1.63%Q2 2013Q3 201613
Hillsdale Investment Management Inc. 1030.00%0.03%0.18%Q2 2013Q4 202013
Sound Income Strategies, LLC 610.00%0.00%0.01%Q2 2018Q1 202313
KANALY TRUST CO 13130.01%0.09%0.34%Q4 2013Q4 201613
Sonora Investment Management, LLC 810.00%0.00%0.01%Q1 2016Q3 202113
Banque Cantonale Vaudoise 13130.00%0.01%0.01%Q3 2020Q3 202313
Avestar Capital, LLC 710.02%0.04%0.10%Q4 2017Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Integrated Advisors Network LLC 13130.02%0.17%0.40%Q3 2020Q3 202313
Columbus Macro, LLC 13130.24%0.45%0.57%Q3 2020Q3 202313
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.00%0.01%Q4 2013Q3 201713
TOWNSQUARE CAPITAL LLC 850.01%0.02%0.04%Q4 2018Q3 202313
Dorsey Wright & Associates 1030.60%1.02%1.61%Q3 2018Q2 202313
Kestra Advisory Services, LLC 13130.04%0.05%0.07%Q3 2020Q3 202313
HM PAYSON & CO 13130.00%0.00%0.01%Q3 2020Q3 202313
BlackRock Institutional Trust Company, N.A. 1210.00%0.00%0.00%Q2 2013Q3 201613
Bayesian Capital Management, LP 310.06%0.29%0.52%Q3 2016Q3 202313
West Oak Capital, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Sterling Capital Management LLC 920.00%0.00%0.00%Q1 2016Q3 201913
PITTENGER & ANDERSON INC 1210.01%0.16%0.20%Q2 2013Q3 201613
Perigon Wealth Management, LLC 910.01%0.02%0.05%Q3 2011Q3 202313
CENTRAL BANK & TRUST CO 13130.01%0.02%0.03%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.02%0.03%Q2 2013Q2 201613
Investors Capital Advisory Services 13130.06%0.07%0.11%Q2 2013Q2 201613
Quantitative Investment Management, LLC 410.02%0.13%0.40%Q2 2013Q3 201913
Larson Financial Group LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Allen Investment Management, LLC 820.01%0.21%1.94%Q2 2014Q3 202313
MORGENS WATERFALL VINTIADIS & CO INC 13130.30%0.75%1.84%Q1 2018Q1 202113
Hexagon Capital Partners LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
PDS Planning, Inc 13130.06%0.08%0.10%Q3 2020Q3 202313
True North Advisors, LLC 13130.11%0.20%0.30%Q2 2020Q2 202313
LEVEL FOUR ADVISORY SERVICES, LLC 13130.02%0.08%0.16%Q3 2020Q3 202313
Intellectus Partners, LLC 1030.00%0.02%0.10%Q4 2016Q1 202213
LORD, ABBETT & CO. LLC 820.00%0.10%0.31%Q3 2014Q3 202213
FIL Ltd 850.00%0.05%0.16%Q3 2013Q3 202313
Haverford Trust Co 1210.00%0.00%0.01%Q4 2013Q3 202313
Mascoma Wealth Management LLC 940.01%0.06%0.18%Q4 2016Q3 202313
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 810.00%0.02%0.05%Q4 2017Q3 202313
BERKSHIRE ASSET MANAGEMENT LLC/PA 1210.04%0.05%0.10%Q1 2020Q3 202313
CapWealth Advisors, LLC 760.00%0.00%0.01%Q2 2013Q3 201613
Risk Paradigm Group, LLC 13130.06%0.09%0.17%Q1 2015Q1 201813
LAZARD ASSET MANAGEMENT LLC 1010.00%0.01%0.06%Q2 2013Q3 202313
EVOKE WEALTH, LLC 13130.00%0.01%0.01%Q3 2019Q3 202213
CWA Asset Management Group, LLC 620.02%0.04%0.08%Q2 2019Q1 202313
Key FInancial Inc 1210.06%0.23%0.36%Q1 2020Q3 202313
Asset Planning Services, Ltd. 13130.01%0.02%0.11%Q2 2015Q2 201813
J.W. COLE ADVISORS, INC. 1010.02%0.03%0.11%Q4 2019Q3 202313
CENTAURUS FINANCIAL, INC. 1210.01%0.04%0.11%Q2 2018Q1 202313
Malaga Cove Capital, LLC 13130.27%0.44%0.64%Q3 2020Q3 202313
AlphaMark Advisors, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
ESSEX INVESTMENT MANAGEMENT CO LLC 13130.16%0.38%0.69%Q1 2018Q1 202113
HENDLEY & CO INC 13130.09%0.22%1.27%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.03%0.05%0.08%Q3 2020Q3 202313
JONES FINANCIAL COMPANIES LLLP 1210.00%0.00%0.00%Q2 2013Q3 202313
Bell Rock Capital LLC 13130.01%0.01%0.02%Q4 2016Q4 201913
SAL Trading, LLC 520.11%3.43%15.88%Q4 2021Q3 202313
Cetera Investment Advisers 13130.00%0.04%0.06%Q3 2020Q3 202313
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 13130.06%0.26%0.62%Q1 2013Q1 201613
Geller Advisors LLC 1030.06%0.09%0.14%Q2 2020Q3 202313
Chou Associates Management 13130.19%0.26%0.43%Q4 2013Q4 201613
Jackson Wealth Management, LLC 13130.07%0.34%1.39%Q3 2020Q3 202313
Winslow Capital Management, LLC 940.04%1.20%1.73%Q1 2019Q1 202313
Sequoia Financial Advisors, LLC 850.01%0.02%0.04%Q2 2020Q3 202313
FLPUTNAM INVESTMENT MANAGEMENT CO 12120.18%0.37%0.55%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
Tradition Wealth Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.07%0.08%0.10%Q3 2020Q3 202312
BI Asset Management Fondsmaeglerselskab A/S 12120.49%0.83%1.14%Q4 2020Q3 202312
CAMBIAR INVESTORS LLC 660.01%1.37%3.35%Q2 2015Q3 201612
JANUS HENDERSON INVESTORS US LLC 750.01%0.03%0.08%Q4 2013Q1 201712
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 840.00%0.01%0.02%Q1 2019Q3 202312
DekaBank Deutsche Girozentrale 12120.00%0.01%0.02%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.40%0.48%0.57%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.26%0.39%0.51%Q4 2020Q3 202312
FIRST HAWAIIAN BANK 810.00%0.02%0.04%Q2 2013Q3 202312
MEEDER ASSET MANAGEMENT INC 510.00%0.01%0.01%Q4 2016Q3 202212
Zions Bancorporation 1110.00%0.04%0.20%Q1 2015Q3 201812
Robertson Stephens Wealth Management, LLC 660.04%0.05%0.08%Q1 2020Q3 202312
Galibier Capital Management Ltd. 12120.20%1.62%5.66%Q2 2019Q1 202212
Visionary Wealth Advisors 810.02%0.02%0.03%Q2 2020Q3 202312
Madison Asset Management, LLC 12120.05%0.07%0.10%Q4 2020Q3 202312
OLD MISSION CAPITAL LLC 610.03%0.69%1.84%Q3 2019Q3 202312
First Trust Direct Indexing L.P. 12120.11%0.24%0.32%Q4 2020Q3 202312
Arete Wealth Advisors, LLC 520.03%0.07%0.14%Q3 2019Q3 202312
Laurion Capital Management LP 310.00%0.08%0.40%Q2 2017Q3 202212
InterOcean Capital Group, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Ziegler Capital Management, LLC 910.05%0.10%0.25%Q2 2013Q3 202312
Berman Capital Advisors, LLC 12120.01%0.02%0.03%Q4 2018Q3 202112
SCHRODER INVESTMENT MANAGEMENT GROUP 530.00%0.00%0.00%Q3 2013Q4 202112
COWA, LLC 12120.25%0.33%0.47%Q4 2020Q3 202312
Marcum Wealth, LLC 12120.04%0.06%0.07%Q4 2020Q3 202312
Cornell Pochily Investment Advisors, Inc. 1020.11%0.19%0.27%Q3 2020Q3 202312
HHG & Company, LLC 12120.18%0.29%0.42%Q2 2013Q1 201612
Kazazian Asset Management, LLC 12120.37%0.54%1.47%Q2 2015Q1 201812
Strategic Wealth Partners, Ltd. 910.00%0.20%0.41%Q4 2017Q1 202312
Meadow Creek Investment Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Freestone Capital Holdings, LLC 1010.00%0.07%0.47%Q2 2014Q1 202212
Elkfork Partners LLC 12120.01%0.02%0.02%Q4 2016Q3 201912
Carnegie Capital Asset Management, LLC 1010.01%0.04%0.05%Q3 2018Q3 202312
Barnett & Company, Inc. 710.00%0.33%1.21%Q1 2016Q4 202112
ALBION FINANCIAL GROUP /UT 1010.00%0.01%0.08%Q1 2014Q3 202312
OAK FAMILY ADVISORS, LLC 12120.92%3.22%5.43%Q4 2020Q3 202312
Wealth Alliance Advisory Group, LLC 1010.07%0.15%0.20%Q4 2018Q2 202312
Cohen Investment Advisors LLC 12120.38%0.46%0.53%Q4 2020Q3 202312
BREMER TRUST NATIONAL ASSOCIATION 750.06%0.14%0.26%Q2 2013Q4 201812
Financial Advocates Investment Management 1020.01%0.03%0.05%Q2 2020Q3 202312
Glen Harbor Capital Management LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
Legal Advantage Investments, Inc. 12120.18%0.23%0.31%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.01%0.01%Q4 2020Q3 202312
FIDUCIARY TRUST CO 12120.01%0.01%0.01%Q4 2020Q3 202312
ProShare Advisors LLC 12120.01%0.08%0.15%Q4 2020Q3 202312
Transamerica Financial Advisors, Inc. 12120.00%0.01%0.05%Q2 2013Q1 201612
CLOVERFIELDS CAPITAL GROUP, LP 12120.15%0.29%0.77%Q4 2020Q3 202312
NWI MANAGEMENT LP 12120.16%0.88%2.89%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
BlackRock Group LTD 1110.00%0.01%0.02%Q2 2013Q3 201612
Altium Wealth Management LLC 1020.04%0.07%0.14%Q2 2018Q2 202212
Crewe Advisors LLC 12120.00%0.03%0.04%Q3 2020Q2 202312
Sowell Financial Services LLC 710.02%0.05%0.13%Q4 2016Q2 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Clark Capital Management Group, Inc. 12120.00%0.40%1.06%Q4 2020Q3 202312
Lehman Financial Resources, Inc. 12120.02%0.02%0.02%Q4 2012Q3 201512
Venture Visionary Partners LLC 12120.05%0.05%0.06%Q4 2020Q3 202312
Farmers & Merchants Trust Co of Chambersburg PA 12120.00%0.01%0.02%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.00%0.01%0.01%Q2 2013Q1 201612
Global Financial Private Capital, Inc 530.00%0.40%1.03%Q1 2017Q2 202012
WOLFF WIESE MAGANA LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
Lenox Wealth Management, Inc. 11110.00%0.01%0.01%Q4 2017Q2 202011
FNY Investment Advisers, LLC 310.00%0.76%2.20%Q2 2018Q3 202311
Sumitomo Mitsui Trust Holdings, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
Diversified Trust Co 1010.01%0.01%0.03%Q4 2020Q4 202311
BROWN ADVISORY INC 710.00%0.00%0.00%Q4 2017Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.01%0.01%Q3 2019Q3 202311
SIMON QUICK ADVISORS, LLC 410.00%0.01%0.03%Q4 2017Q3 202311
Bruderman Asset Management, LLC 410.00%0.01%0.01%Q1 2015Q3 201811
TRANSCEND CAPITAL ADVISORS, LLC 11110.02%0.03%0.04%Q4 2020Q2 202311
Norway Savings Bank 650.00%0.01%0.02%Q4 2016Q4 202211
44 WEALTH MANAGEMENT LLC 11110.22%0.38%0.49%Q4 2020Q2 202311
Clearstead Advisors, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
REILLY FINANCIAL ADVISORS, LLC 910.00%0.10%0.18%Q2 2013Q4 202111
PEAPACK GLADSTONE FINANCIAL CORP 11110.02%0.04%0.05%Q1 2021Q3 202311
Main Street Research LLC 11110.79%1.39%1.77%Q2 2013Q4 201511
EQUITABLE TRUST CO 11110.02%0.13%0.29%Q1 2021Q3 202311
WealthTrust-Arizona, LLC 11110.00%0.00%0.01%Q2 2016Q4 201811
Edge Capital Group, LLC 11110.48%0.72%0.94%Q1 2021Q3 202311
Icon Wealth Partners, LLC 910.02%0.13%0.29%Q4 2017Q3 202311
Keel Point, LLC 11110.03%0.05%0.07%Q1 2021Q3 202311
FOX RUN MANAGEMENT, L.L.C. 210.10%0.25%0.43%Q3 2016Q2 202311
Virtu Financial LLC 210.01%0.05%0.19%Q1 2017Q2 202311
Spectrum Management Group, LLC 11110.00%0.00%0.00%Q2 2018Q4 202011
LMR Partners LLP 310.01%0.25%0.78%Q2 2020Q3 202311
TRUE Private Wealth Advisors 510.01%0.03%0.06%Q2 2018Q3 202311
CHUBB CORP 11110.91%1.27%1.92%Q2 2013Q4 201511
Opus Point Partners Management, LLC 11111.10%2.68%3.75%Q2 2015Q4 201711
Barry Investment Advisors, LLC 11110.07%0.09%0.10%Q1 2021Q3 202311
Trexquant Investment LP 210.03%0.16%0.36%Q4 2014Q2 202311
GAMCO INVESTORS, INC. ET AL 650.00%0.01%0.02%Q2 2014Q4 202211
First Light Asset Management, LLC 11110.16%0.20%0.28%Q1 2014Q3 201611
FineMark National Bank & Trust 1010.00%0.02%0.04%Q2 2013Q2 202311
AEGON ASSET MANAGEMENT UK PLC 11110.24%0.36%0.45%Q4 2020Q2 202311
BOENNING & SCATTERGOOD, INC. 11110.09%0.13%0.18%Q2 2020Q4 202211
Diversified, LLC 1010.08%0.11%0.18%Q4 2020Q3 202311
Cowen Prime Services LLC 650.90%1.26%1.67%Q4 2017Q2 202111
TRUEWEALTH LLC 11110.00%0.00%0.01%Q4 2017Q2 202011
QUATTRO FINANCIAL ADVISORS LLC 11110.14%0.34%0.52%Q1 2021Q3 202311
Gilman Hill Asset Management, LLC 830.05%0.07%0.09%Q2 2018Q2 202311
Addison Advisors LLC 1010.00%0.02%0.04%Q4 2020Q3 202311
Versant Capital Management, Inc 1010.00%0.00%0.01%Q4 2017Q4 202311
AVIANCE CAPITAL MANAGEMENT, LLC 410.00%0.28%1.00%Q2 2013Q1 201911
HIGHLAND CAPITAL MANAGEMENT LP 420.02%0.41%2.11%Q1 2016Q2 201911
Stuart Chaussee & Associates, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.06%0.06%0.08%Q4 2016Q2 201911
Jackson, Grant Investment Advisers, Inc. 1010.00%0.02%0.02%Q4 2018Q1 202311
Clearstead Trust, LLC 650.01%0.04%0.07%Q4 2016Q3 202311
Orion Portfolio Solutions, LLC 710.00%0.04%0.10%Q4 2019Q3 202311
Close Asset Management Ltd 11110.01%0.01%0.01%Q1 2021Q3 202311
CHARTWELL INVESTMENT PARTNERS, LLC 11110.02%0.10%0.16%Q2 2014Q4 201611
Marotta Asset Management 830.15%0.20%0.22%Q1 2021Q4 202311
ETF MANAGERS GROUP, LLC 1010.01%0.01%0.01%Q2 2020Q1 202311
MERITAGE PORTFOLIO MANAGEMENT 11110.49%0.59%0.67%Q2 2013Q4 201511
NewEdge Wealth, LLC 11110.02%0.07%0.18%Q1 2021Q3 202311
Concord Wealth Partners 740.01%0.03%0.05%Q4 2020Q3 202311
Artemis Wealth Advisors, LLC 11110.01%0.02%0.02%Q4 2019Q2 202211
PFM Health Sciences, LP 11110.39%1.30%1.92%Q2 2020Q4 202211
Spire Wealth Management 11110.01%0.02%0.03%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.08%0.11%0.13%Q4 2018Q2 202111
Phoenix Holdings Ltd. 1010.07%1.37%2.27%Q4 2020Q3 202311
CREATIVE FINANCIAL DESIGNS INC /ADV 610.00%0.00%0.01%Q4 2016Q3 202311
Endurant Capital Management LP 520.50%3.11%5.87%Q2 2019Q3 202311
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.03%Q1 2021Q3 202310
WEBSTER BANK, N. A. 910.00%0.00%0.01%Q4 2019Q3 202310
Holowesko Partners Ltd. 10100.14%5.08%9.46%Q4 2015Q1 201810
Lido Advisors, LLC 910.01%0.01%0.01%Q4 2020Q3 202310
Avior Wealth Management, LLC 910.00%0.00%0.00%Q4 2020Q3 202310
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10100.00%0.02%0.03%Q1 2019Q2 202110
BREWIN DOLPHIN LTD 820.00%0.00%0.01%Q3 2017Q2 202210
Kathmere Capital Management, LLC 710.02%0.05%0.06%Q3 2020Q3 202310
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
HANCOCK WHITNEY CORP 10100.01%0.02%0.03%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.06%0.07%0.07%Q4 2020Q1 202310
Pinnacle Summer Investments, Inc. 820.04%0.20%0.25%Q2 2013Q4 201510
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10100.01%0.01%0.01%Q2 2013Q3 201510
Csenge Advisory Group 910.01%0.04%0.07%Q3 2018Q4 202210
MAI Capital Management 10100.01%0.01%0.03%Q2 2021Q3 202310
Canal Capital Management, LLC 510.05%0.06%0.09%Q3 2020Q3 202310
Commonwealth Financial Services, LLC 10100.01%0.03%0.08%Q4 2014Q1 201710
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 910.00%0.01%0.01%Q3 2018Q3 202310
Apollon Wealth Management, LLC 910.01%0.06%0.10%Q2 2020Q3 202310
Qube Research & Technologies Ltd 510.01%0.14%0.43%Q1 2018Q3 202310
Antonetti Capital Management LLC 910.01%0.02%0.02%Q2 2010Q3 202310
Bridgewater Associates 10100.02%0.03%0.05%Q2 2021Q3 202310
WCM INVESTMENT MANAGEMENT, LLC 10100.00%0.52%1.14%Q2 2021Q3 202310
Weatherstone Capital Management 820.05%0.18%0.31%Q3 2013Q3 201610
Ten Capital Wealth Advisors, LLC 10100.00%0.01%0.02%Q4 2020Q1 202310
BLUEFIN CAPITAL MANAGEMENT, LLC 410.00%0.03%0.08%Q3 2020Q4 202110
MONEY CONCEPTS CAPITAL CORP 820.02%0.16%0.25%Q4 2020Q3 202310
SPINNAKER TRUST 910.05%0.11%0.13%Q1 2014Q3 201610
First Citizens Financial Corp 510.15%0.22%0.34%Q4 2019Q3 202310
Skandinaviska Enskilda Banken AB (publ) 10100.01%0.03%0.04%Q2 2021Q3 202310
AMG National Trust Bank 10100.10%0.13%0.15%Q2 2013Q3 201510
GREAT VALLEY ADVISOR GROUP, INC. 510.01%0.05%0.19%Q3 2020Q3 202310
Ativo Capital Management LLC 710.07%0.28%0.91%Q4 2013Q4 201810
Human Investing LLC 10100.03%0.04%0.06%Q4 2018Q1 202110
PSI Advisors, LLC 910.00%0.01%0.06%Q4 2019Q3 202310
Winfield Associates, Inc. 820.01%0.04%0.14%Q1 2016Q1 202210
OARSMAN CAPITAL, INC. 10100.39%0.46%0.57%Q2 2021Q3 202310
Wealth Dimensions Group, Ltd. 10100.11%0.13%0.15%Q2 2021Q3 202310
CITY HOLDING CO 10100.00%0.00%0.00%Q2 2016Q3 201810
Bogart Wealth, LLC 610.00%0.00%0.01%Q3 2017Q3 202310
CAUSEWAY CAPITAL MANAGEMENT LLC 10100.21%0.50%0.65%Q2 2021Q3 202310
Nuveen Fund Advisors, LLC 10100.16%0.46%1.32%Q2 2016Q3 201810
Robbins Farley 640.02%0.02%0.03%Q1 2021Q3 202310
Beacon Pointe Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
PIN OAK INVESTMENT ADVISORS INC 410.01%0.01%0.02%Q4 2017Q3 202310
IEQ CAPITAL, LLC 910.02%0.04%0.05%Q4 2019Q3 202310
Brick & Kyle, Associates 10100.02%0.02%0.02%Q4 2014Q1 201710
Evolution Wealth Advisors, LLC 10100.01%0.03%0.12%Q2 2019Q3 202110
HRT FINANCIAL LP 310.00%0.07%0.29%Q3 2017Q3 202310
Taylor Hoffman Wealth Management 910.01%0.02%0.08%Q4 2017Q2 202010
RNC CAPITAL MANAGEMENT LLC 10100.09%0.25%0.38%Q2 2021Q3 202310
Homrich & Berg 820.01%0.01%0.03%Q4 2013Q3 202110
Catamount Wealth Management 10100.02%0.03%0.04%Q4 2014Q1 201710
Jacobus Wealth Management, Inc. 10100.04%0.04%0.05%Q4 2013Q1 201610
BOSTON ADVISORS LLC 10100.02%0.02%0.02%Q2 2013Q3 201510
BRANDES INVESTMENT PARTNERS, LP 730.11%0.90%1.84%Q4 2012Q3 201710
Ameritas Investment Partners, Inc. 10100.00%0.02%0.04%Q2 2021Q3 202310
Veracity Capital LLC 510.10%0.12%0.15%Q4 2019Q3 202310
Opus Capital Group, LLC 910.03%0.07%0.10%Q4 2015Q2 201910
Amundi 10100.00%0.02%0.03%Q2 2021Q3 202310
Inscription Capital, LLC 910.09%0.12%0.18%Q1 2021Q3 202310
Old Port Advisors 910.11%0.50%0.67%Q1 2021Q3 202310
CAROLINAS WEALTH CONSULTING LLC 550.00%0.01%0.02%Q2 2020Q3 202310
Chubb Ltd 10103.84%6.77%7.60%Q1 2016Q2 201810
ING GROEP NV 710.00%0.04%0.22%Q2 2013Q3 202310
Solstein Capital, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MACROVIEW INVESTMENT MANAGEMENT LLC 710.00%0.01%0.01%Q3 2014Q3 202310
WESPAC Advisors, LLC 520.57%0.81%1.06%Q3 2013Q3 202310
Omnia Family Wealth, LLC 10100.03%0.03%0.05%Q4 2016Q1 201910
Fragasso Group Inc. 10100.11%0.13%0.15%Q3 2021Q4 202310
McClarren Financial Advisors, Inc. 610.01%0.02%0.02%Q4 2020Q3 202310
Cowen Prime Advisors LLC 911.02%1.46%1.93%Q2 2020Q2 202310
Dynamic Capital Management Ltd 410.10%0.58%2.29%Q2 2013Q2 201710
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 640.01%0.08%0.19%Q4 2017Q3 202010
Kovack Advisors, Inc. 630.00%0.03%0.03%Q1 2021Q2 202310
SECTORAL ASSET MANAGEMENT INC 610.03%0.49%1.42%Q3 2018Q3 202310
McKinley Carter Wealth Services, Inc. 910.01%0.03%0.04%Q1 2018Q3 202310
FIRST NATIONAL BANK SIOUX FALLS 10100.05%0.05%0.06%Q2 2014Q3 201610
SevenBridge Financial Group, LLC 10100.01%0.03%0.05%Q1 2017Q2 201910
KBC Group NV 610.00%0.00%0.01%Q2 2018Q3 202310
First PREMIER Bank 10100.02%0.03%0.03%Q3 2016Q4 201810
Evercore Wealth Management, LLC 10100.00%0.01%0.02%Q2 2013Q3 201510
HC FINANCIAL ADVISORS INC 10100.02%0.03%0.05%Q1 2020Q2 202210
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 730.00%0.03%0.06%Q3 2016Q1 201910
Montecito Bank & Trust 10100.04%0.06%0.07%Q3 2021Q4 202310
Fieldpoint Private Securities, LLC 730.01%0.03%0.06%Q1 2017Q2 202210
Harvest Fund Management Co., Ltd 910.00%0.02%0.05%Q2 2020Q3 202310
EARNEST PARTNERS LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Affinity Asset Advisors, LLC 771.14%1.63%2.37%Q1 2022Q3 20239
Vectors Research Management, LLC 990.00%0.01%0.01%Q2 2020Q2 20229
Alera Investment Advisors, LLC 720.01%0.12%0.24%Q4 2018Q3 20239
Old North State Trust, LLC 630.01%0.06%0.12%Q3 2020Q1 20239
MBM Wealth Consultants, LLC 990.24%0.31%0.38%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.04%0.05%0.06%Q3 2021Q3 20239
Shulman DeMeo Asset Management LLC 990.10%0.15%0.19%Q1 2019Q1 20219
COMMUNITY TRUST & INVESTMENT CO 990.43%0.91%1.06%Q3 2021Q3 20239
OAK RIDGE INVESTMENTS LLC 990.31%0.81%1.15%Q3 2021Q3 20239
Ariel Investments 990.01%0.01%0.02%Q4 2020Q4 20229
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 990.00%0.00%0.00%Q3 2021Q3 20239
SYSTEMATIC FINANCIAL MANAGEMENT LP 990.01%0.01%0.01%Q2 2013Q2 20159
CONNABLE OFFICE INC 540.07%0.13%0.18%Q2 2013Q3 20239
PHILADELPHIA TRUST CO 990.03%0.04%0.06%Q3 2021Q3 20239
BENDER ROBERT & ASSOCIATES 990.57%0.88%1.15%Q3 2021Q3 20239
CULLINAN ASSOCIATES INC 990.02%0.08%0.14%Q3 2021Q3 20239
GRIFFIN ASSET MANAGEMENT, INC. 990.04%0.06%0.08%Q3 2018Q3 20209
SILVERCREST ASSET MANAGEMENT GROUP LLC 510.00%0.02%0.03%Q4 2013Q4 20229
NAVELLIER & ASSOCIATES INC 520.00%0.12%0.26%Q3 2014Q3 20209
GRANDFIELD & DODD, LLC 990.05%0.06%0.07%Q3 2021Q3 20239
Hills Bank & Trust Co 990.01%0.04%0.08%Q3 2021Q3 20239
Maple Capital Management, Inc. 990.07%0.13%0.17%Q2 2013Q2 20159
Essex Financial Services, Inc. 990.02%0.03%0.05%Q3 2021Q3 20239
STONNINGTON GROUP, LLC 990.07%0.15%0.29%Q1 2021Q1 20239
Equitable Holdings, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Estabrook Capital Management 810.00%0.00%0.01%Q3 2018Q3 20239
Grantham, Mayo, Van Otterloo & Co. LLC 410.00%0.03%0.09%Q2 2014Q2 20189
SEGALL BRYANT & HAMILL, LLC 630.00%0.00%0.01%Q1 2021Q2 20239
Zurcher Kantonalbank (Zurich Cantonalbank) 990.00%0.00%0.01%Q3 2021Q3 20239
EMERSON INVESTMENT MANAGEMENT, LLC 990.53%0.62%0.69%Q1 2014Q1 20169
Handelsbanken Fonder AB 990.01%0.01%0.02%Q3 2021Q3 20239
Employees Retirement System of Texas 990.04%0.12%0.16%Q3 2021Q3 20239
COMERICA SECURITIES INC 810.04%0.06%0.08%Q3 2016Q4 20189
J. Goldman & Co LP 320.03%0.22%0.48%Q2 2014Q3 20239
SPC Financial, Inc. 810.03%0.05%0.14%Q2 2014Q2 20239
MANAGED ACCOUNT ADVISORS LLC 990.09%0.24%0.34%Q2 2013Q2 20159
CITIZENS FINANCIAL GROUP INC/RI 630.00%0.00%0.00%Q4 2016Q2 20209
OLD REPUBLIC INTERNATIONAL CORP 990.78%1.06%1.40%Q3 2016Q3 20189
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 810.28%0.42%0.58%Q1 2018Q3 20219
OppenheimerFunds, Inc. 810.00%0.04%0.21%Q4 2016Q1 20199
BRADLEY FOSTER & SARGENT INC/CT 990.01%0.02%0.07%Q3 2021Q3 20239
FLOW TRADERS U.S. LLC 310.01%0.02%0.10%Q3 2013Q2 20229
Supplemental Annuity Collective Trust of NJ 990.19%0.25%0.30%Q3 2021Q3 20239
NJ State Employees Deferred Compensation Plan 990.14%0.18%0.21%Q3 2021Q3 20239
BANCORPSOUTH INC 710.02%0.08%0.17%Q2 2013Q3 20179
EDMP, INC. 991.43%1.56%1.75%Q3 2021Q3 20239
Sequent Asset Management, LLC 990.14%0.22%0.33%Q3 2021Q3 20239
WINTRUST INVESTMENTS LLC 810.02%0.05%0.06%Q2 2021Q3 20239
PATTON ALBERTSON MILLER GROUP, LLC 990.06%0.07%0.09%Q2 2019Q2 20219
ROBERTS GLORE & CO INC /IL/ 990.10%0.12%0.14%Q3 2021Q3 20239
THOMPSON DAVIS & CO., INC. 810.01%0.02%0.07%Q4 2013Q2 20169
Liberty Mutual Group Asset Management Inc. 310.02%0.04%0.09%Q3 2014Q3 20189
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 990.00%0.00%0.00%Q3 2021Q3 20239
Assenagon Asset Management S.A. 410.01%0.05%0.13%Q1 2020Q3 20239
Baystate Wealth Management LLC 990.00%0.00%0.01%Q3 2021Q3 20239
ROOSEVELT INVESTMENT GROUP LLC 990.20%0.25%0.34%Q3 2020Q3 20229
West Family Investments, Inc. 720.23%0.31%0.39%Q2 2021Q3 20239
SEVEN EIGHT CAPITAL, LP 310.01%0.26%0.73%Q2 2014Q3 20239
Willingdon Wealth Management 630.00%0.52%2.25%Q4 2016Q4 20199
Wolf Group Capital Advisors 990.39%0.46%0.58%Q2 2016Q2 20189
BALDWIN BROTHERS LLC/MA 810.00%0.01%0.02%Q2 2019Q4 20239
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 990.75%1.07%1.46%Q3 2021Q3 20239
Private Ocean, LLC 420.00%0.01%0.04%Q3 2016Q3 20239
Five Oceans Advisors 990.21%0.28%0.32%Q3 2021Q3 20239
NumerixS Investment Technologies Inc 310.02%0.10%0.17%Q1 2015Q2 20209
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 990.06%0.14%0.19%Q2 2013Q2 20159
Engineers Gate Manager LP 510.01%0.03%0.10%Q4 2019Q3 20239
EMFO, LLC 990.03%0.04%0.04%Q3 2021Q3 20239
PALLADIEM, LLC 540.04%0.18%0.30%Q4 2014Q3 20239
AIMZ Investment Advisors, LLC 991.48%1.81%2.00%Q3 2021Q3 20239
Community Bank, N.A. 810.00%0.00%0.00%Q4 2017Q3 20229
Capital Group Private Client Services, Inc. 990.40%0.53%0.59%Q3 2021Q3 20239
Piscataqua Savings Bank 990.00%0.00%0.00%Q3 2021Q3 20239
Wealthspire Advisors, LLC 510.00%0.01%0.04%Q4 2018Q3 20239
NWAM LLC 990.02%0.04%0.06%Q3 2021Q3 20239
Oliver Luxxe Assets LLC 991.22%1.95%2.72%Q4 2015Q4 20179
TFC Financial Management, Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
NinePointTwo Capital LLC 540.06%0.09%0.10%Q2 2021Q3 20239
Prudent Man Advisors, LLC 410.08%0.11%0.18%Q2 2020Q3 20239
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 990.01%0.01%0.02%Q3 2021Q3 20239
Souders Financial Advisors 990.05%0.17%0.56%Q3 2021Q3 20239
Covenant Asset Management, LLC 990.07%0.08%0.10%Q3 2021Q3 20239
Flaharty Asset Management, LLC 990.07%0.12%0.16%Q3 2021Q3 20239
Summit Trail Advisors, LLC 310.01%0.03%0.07%Q4 2017Q3 20239
Sterling Investment Advisors, Ltd. 810.00%0.00%0.00%Q2 2017Q2 20229
Israel Discount Bank of New York 990.00%0.00%0.01%Q1 2017Q1 20199
Optas, LLC 810.06%0.09%0.11%Q3 2020Q3 20239
CLIENT 1ST ADVISORY GROUP, LLC 990.14%0.21%0.37%Q4 2019Q4 20219
Soleus Capital Management, L.P. 990.27%1.99%4.11%Q2 2020Q2 20229
Stonebridge Financial Planning Group, LLC 990.06%0.09%0.12%Q4 2019Q4 20219
Americana Partners, LLC 810.02%0.32%0.60%Q4 2019Q3 20239
Avidity Partners Management LP 610.63%3.12%5.31%Q2 2020Q4 20229
Castleview Partners, LLC 410.00%0.01%0.02%Q2 2021Q3 20238
UMB Bank, n.a. 880.01%0.01%0.01%Q4 2021Q3 20238
BBVA USA Bancshares, Inc. 880.01%0.09%0.15%Q2 2015Q1 20178
Spears Abacus Advisors LLC 420.02%0.02%0.03%Q1 2015Q3 20238
Strengthening Families & Communities, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Community Bank & Trust, Waco, Texas 710.06%0.09%0.11%Q3 2021Q3 20238
GFS Advisors, LLC 710.01%0.16%0.32%Q1 2016Q3 20188
OneDigital Investment Advisors LLC 410.00%0.01%0.02%Q2 2017Q3 20238
Gyon Technologies Capital Management, LP 620.12%0.54%1.12%Q4 2020Q4 20228
TELEMUS CAPITAL, LLC 530.03%0.04%0.06%Q1 2016Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
HBK INVESTMENTS L P 410.01%0.05%0.15%Q2 2013Q1 20198
CHOREO, LLC 880.02%0.03%0.04%Q3 2017Q2 20198
CHANNING GLOBAL ADVISORS, LLC 880.45%0.58%0.72%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.01%Q4 2021Q3 20238
PERSONAL CFO SOLUTIONS, LLC 530.00%0.16%0.24%Q2 2020Q3 20238
GABELLI & Co INVESTMENT ADVISERS, INC. 880.07%0.24%0.51%Q2 2014Q1 20168
Bellevue Group AG 880.04%0.07%0.09%Q4 2021Q3 20238
Northstar Group, Inc. 880.09%0.11%0.13%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.12%0.17%0.23%Q4 2021Q3 20238
WEDGE CAPITAL MANAGEMENT L L P/NC 880.40%0.46%0.53%Q4 2014Q3 20168
MDE Group 880.06%0.07%0.10%Q2 2013Q1 20158
PointState Capital LP 510.11%0.71%1.63%Q1 2018Q2 20228
GDS Wealth Management 880.07%0.10%0.12%Q4 2021Q3 20238
Rise Advisors, LLC 880.07%0.09%0.10%Q4 2021Q3 20238
Eagle Health Investments LP 884.76%7.22%8.68%Q4 2020Q3 20228
Baron Financial Group, LLC 880.05%0.06%0.08%Q3 2020Q2 20228
PITCAIRN CO 620.03%0.04%0.04%Q2 2013Q3 20238
GROUP ONE TRADING, L.P. 310.01%0.03%0.10%Q4 2016Q1 20218
THRIVENT FINANCIAL FOR LUTHERANS 710.00%0.17%0.35%Q3 2017Q3 20238
Schechter Investment Advisors, LLC 880.05%0.07%0.09%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.31%0.61%Q4 2020Q3 20228
SABBY MANAGEMENT, LLC 310.00%0.76%3.50%Q3 2013Q4 20208
Riverview Capital Advisers, LLC 880.34%0.41%0.47%Q4 2021Q3 20238
Miracle Mile Advisors, LLC 880.01%0.09%0.12%Q4 2021Q3 20238
Avion Wealth 620.00%0.00%0.00%Q3 2021Q3 20238
Bedel Financial Consulting, Inc. 880.04%0.08%0.09%Q3 2020Q2 20228
Stephens Consulting, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Burleson & Company, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Missouri Trust & Investment Co 880.01%0.01%0.01%Q4 2021Q3 20238
VELA Investment Management, LLC 880.18%0.29%0.39%Q4 2021Q3 20238
Trust Co 410.01%0.01%0.02%Q1 2015Q3 20178
Beaird Harris Wealth Management, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
PARA ADVISORS LLC 551.10%7.54%27.23%Q2 2014Q2 20158
KB FINANCIAL PARTNERS, LLC 880.00%0.04%0.15%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.04%0.07%0.13%Q4 2021Q3 20238
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 880.00%0.00%0.00%Q3 2021Q2 20238
SCOGGIN MANAGEMENT LP 330.53%3.66%8.13%Q2 2014Q4 20148
Brookfield Asset Management 530.02%0.05%0.09%Q2 2021Q2 20238
Operose Advisors LLC 880.01%0.01%0.03%Q4 2021Q3 20238
Paloma Partners Management Co 410.00%0.05%0.15%Q1 2014Q3 20198
XML Financial, LLC 530.04%0.05%0.05%Q3 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
I.G. INVESTMENT MANAGEMENT, LTD. 620.00%0.01%0.01%Q3 2013Q3 20178
FIRST COMMUNITY TRUST NA 880.01%0.01%0.01%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.32%0.66%0.78%Q4 2021Q3 20238
AXA S.A. 420.00%0.00%0.01%Q3 2020Q3 20238
SYMPHONY ASSET MANAGEMENT LLC 710.02%0.06%0.11%Q4 2013Q4 20158
Arkadios Wealth Advisors 420.01%0.02%0.04%Q4 2019Q3 20238
GUERRA PAN ADVISORS, LLC 880.65%0.89%1.04%Q4 2021Q3 20238
UBS OCONNOR LLC 320.08%0.10%0.13%Q2 2014Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
DOWLING & YAHNKE LLC 880.02%0.03%0.03%Q4 2020Q3 20228
DE BURLO GROUP INC 530.14%0.20%0.25%Q3 2021Q3 20238
Bain Capital Public Equity Management, LLC 320.04%0.58%1.63%Q4 2016Q1 20188
CVA Family Office, LLC 710.02%0.02%0.02%Q2 2021Q2 20238
Leucadia National 440.00%0.03%0.12%Q4 2022Q3 20238
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 880.14%0.30%0.80%Q4 2020Q3 20228
Spinnaker Investment Group, LLC 880.12%0.16%0.25%Q4 2021Q3 20238
ALPINE WOODS CAPITAL INVESTORS, LLC 880.34%0.54%0.73%Q1 2015Q4 20168
Stonegate Investment Group, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.04%0.09%0.18%Q4 2021Q3 20238
EverPoint Asset Management, LLC 430.12%0.29%0.61%Q2 2014Q4 20168
Pointe Capital Management LLC 880.18%0.25%0.29%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.02%0.03%0.03%Q4 2021Q3 20238
Pflug Koory, LLC 880.00%0.00%0.00%Q4 2016Q3 20188
HB Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Lombard Odier & Cie (Bahamas) Ltd 880.01%0.01%0.01%Q4 2013Q3 20158
LGT Fund Management Co Ltd. 880.06%1.25%2.31%Q4 2021Q3 20238
CLOUGH CAPITAL PARTNERS L P 530.17%0.31%0.64%Q2 2014Q3 20168
Gary Goldberg Planning Services Inc 880.01%0.57%1.24%Q1 2013Q4 20148
WASHINGTON TRUST BANK 620.00%0.03%0.08%Q1 2014Q2 20168
Byrne Asset Management LLC 880.01%0.02%0.02%Q4 2021Q3 20238
TimeScale Financial, Inc. 880.00%0.00%0.00%Q3 2021Q2 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 620.00%0.03%0.06%Q3 2020Q3 20238
Optiver Holding B.V. 510.01%0.03%0.06%Q1 2021Q3 20238
Tranquility Partners, LLC 880.15%0.20%0.25%Q1 2021Q4 20228
Country Club Trust Company, n.a. 620.03%0.48%1.29%Q2 2013Q4 20178
Linscomb & Williams, Inc. 620.02%0.04%0.05%Q2 2013Q2 20158
A.R.T. Advisors, LLC 310.02%0.09%0.20%Q3 2014Q4 20198
Western Wealth Management, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Aperture Investors, LLC 530.04%0.11%0.17%Q1 2021Q3 20238
Truvestments Capital LLC 310.00%0.02%0.07%Q3 2018Q3 20238
FORVIS Wealth Advisors, LLC 440.01%0.01%0.02%Q3 2021Q3 20238
BLUE SQUARE ASSET MANAGEMENT, LLC 880.21%0.46%0.65%Q3 2019Q2 20218
Forum Financial Management, LP 880.02%0.03%0.04%Q4 2021Q3 20238
TIG Advisors, LLC 320.00%0.56%1.31%Q2 2014Q2 20218
Quent Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
WADDELL & REED FINANCIAL INC 710.02%0.07%0.11%Q2 2014Q1 20218
PICTET ASSET MANAGEMENT SA 880.02%0.07%0.14%Q3 2021Q2 20238
1620 INVESTMENT ADVISORS, INC. 880.58%0.76%0.89%Q4 2021Q3 20238
Good Life Advisors, LLC 880.04%0.05%0.06%Q3 2021Q2 20238
DILLON & ASSOCIATES INC 880.07%0.20%0.29%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.03%0.06%Q2 2013Q1 20158
Ameritas Advisory Services, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
McLean Asset Management Corp 770.13%0.16%0.18%Q2 2022Q4 20237
Wedmont Private Capital 770.04%0.05%0.06%Q1 2022Q3 20237
RENAISSANCE GROUP LLC 770.47%0.52%0.58%Q2 2013Q4 20147
Hennion & Walsh Asset Management, Inc. 610.01%0.03%0.06%Q1 2021Q4 20227
Karp Capital Management Corp 610.00%0.04%0.14%Q1 2017Q3 20227
Western Pacific Wealth Management, LP 770.00%0.00%0.00%Q4 2021Q2 20237
PURA VIDA INVESTMENTS, LLC 310.06%1.22%3.64%Q4 2015Q3 20227
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.01%Q1 2022Q3 20237
SFG Wealth Management, LLC. 430.17%0.22%0.28%Q4 2021Q3 20237
Centerpoint Advisors, LLC 310.00%0.01%0.02%Q2 2018Q3 20237
Koshinski Asset Management, Inc. 310.01%0.03%0.06%Q2 2020Q3 20237
Confluence Wealth Services, Inc. 770.19%0.27%0.40%Q1 2022Q3 20237
Perpetual Investment Management Ltd 770.24%0.34%0.42%Q2 2021Q4 20227
Integrated Wealth Management 770.00%0.01%0.02%Q1 2015Q3 20167
RPg Family Wealth Advisory, LLC 770.01%0.03%0.04%Q3 2016Q1 20187
Camelot Portfolios, LLC 430.12%0.18%0.27%Q4 2015Q1 20227
Raleigh Capital Management Inc. 770.02%0.03%0.03%Q1 2022Q3 20237
Whitnell & Co. 310.00%0.00%0.00%Q3 2015Q2 20187
Ergoteles LLC 610.01%0.05%0.11%Q3 2021Q2 20237
Strategic Advisors LLC 770.05%0.06%0.07%Q1 2022Q3 20237
NEXTHERA CAPITAL LP 431.47%4.28%7.79%Q4 2016Q3 20187
EDMOND DE ROTHSCHILD HOLDING S.A. 770.04%0.05%0.06%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.04%0.06%0.06%Q4 2021Q3 20237
CoreFirst Bank & Trust 520.01%0.04%0.06%Q4 2020Q3 20237
Gratus Capital, LLC 520.02%0.34%1.24%Q2 2020Q4 20227
Comprehensive Financial Consultants Institutional, Inc. 770.54%0.60%0.67%Q1 2022Q3 20237
DB Wealth Management Group, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
First Affirmative Financial Network 770.23%0.34%0.43%Q2 2022Q4 20237
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.03%Q1 2022Q3 20237
Catalyst Capital Advisors LLC 770.00%0.05%0.21%Q1 2022Q3 20237
Mach-1 Financial Group, LLC 430.01%0.01%0.01%Q4 2020Q3 20227
WealthPlan Investment Management, LLC 610.35%0.69%1.06%Q1 2022Q4 20237
E Fund Management Co., Ltd. 770.01%0.03%0.03%Q1 2022Q3 20237
Copeland Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Capital Asset Advisory Services LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Hilton Capital Management, LLC 771.10%1.63%1.94%Q1 2022Q3 20237
Andesa Financial Management Inc. 770.18%0.26%0.37%Q3 2021Q1 20237
Louisiana State Employees Retirement System 770.05%0.06%0.07%Q1 2022Q3 20237
Telemetry Investments, L.L.C. 610.18%0.68%1.54%Q4 2014Q1 20187
HAZLETT, BURT & WATSON, INC. 770.01%0.03%0.07%Q1 2022Q3 20237
Norinchukin Bank, The 770.01%0.01%0.01%Q1 2022Q3 20237
York Capital Management Global Advisors, LLC 520.38%2.08%4.27%Q2 2014Q1 20197
LMCG INVESTMENTS, LLC 770.18%0.21%0.24%Q1 2022Q3 20237
Mitsubishi UFJ Asset Management Co., Ltd. 770.00%0.01%0.01%Q1 2022Q3 20237
Convergence Investment Partners, LLC 410.00%0.04%0.09%Q2 2013Q1 20187
Harbor Advisors LLC 770.14%0.15%0.16%Q4 2016Q2 20187
MOORE CAPITAL MANAGEMENT, LP 210.05%0.19%0.48%Q2 2014Q3 20237
Camber Capital Management LP 310.00%3.74%6.82%Q3 2013Q3 20217
Glenview Trust Co 510.01%0.01%0.04%Q4 2013Q3 20237
CAPSTONE INVESTMENT ADVISORS, LLC 220.00%0.02%0.05%Q2 2014Q4 20217
Redmile Group, LLC 210.75%2.49%3.75%Q1 2013Q4 20177
Vise Technologies, Inc. 770.12%0.22%0.25%Q1 2022Q3 20237
Arlington Partners LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Rafferty Asset Management, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
Ameritas Investment Company, LLC 310.00%0.01%0.03%Q4 2018Q3 20217
Leith Wheeler Investment Counsel Ltd. 770.23%0.65%1.10%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Capital Market Strategies LLC 310.20%0.24%0.27%Q4 2021Q4 20237
ICICI Prudential Asset Management Co Ltd 770.02%0.03%0.05%Q1 2022Q3 20237
BOK Financial Private Wealth, Inc. 770.00%0.06%0.15%Q1 2022Q3 20237
Placemark Investments, Inc. 770.08%0.15%0.25%Q2 2013Q4 20147
Core Alternative Capital 770.00%0.00%0.01%Q1 2022Q3 20237
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.00%0.07%0.24%Q2 2018Q3 20237
FINANCIAL COUNSELORS INC 520.01%0.01%0.01%Q1 2017Q3 20237
THOMPSON INVESTMENT MANAGEMENT, INC. 430.02%0.06%0.10%Q3 2021Q3 20237
BRAUN STACEY ASSOCIATES INC 610.02%0.50%0.77%Q4 2016Q3 20237
Zions Trust, National Association 770.03%0.04%0.04%Q2 2013Q4 20147
Principle Wealth Partners LLC 770.02%0.03%0.03%Q3 2021Q1 20237
Parisi Gray Wealth Management 610.00%0.01%0.03%Q4 2017Q2 20217
SHINE INVESTMENT ADVISORY SERVICES INC 770.01%0.02%0.03%Q1 2019Q3 20207
CYPRESS CAPITAL MANAGEMENT LLC 770.04%0.36%0.67%Q1 2021Q3 20227
NICHOLAS COMPANY, INC. 770.08%0.14%0.18%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.00%0.01%0.02%Q2 2018Q1 20207
MARINER INVESTMENT GROUP LLC 510.00%0.21%0.35%Q3 2014Q2 20167
Blueshift Asset Management, LLC 310.03%0.08%0.13%Q4 2018Q2 20237
CHEMICAL BANK 770.04%0.06%0.08%Q2 2013Q4 20147
FORA Capital, LLC 210.08%0.23%0.66%Q4 2019Q3 20237
Baillie Gifford 770.00%0.00%0.00%Q3 2021Q1 20237
Blueprint Investment Partners LLC 770.03%0.09%0.14%Q3 2021Q1 20237
Holistic Financial Partners 770.17%0.28%0.34%Q1 2022Q3 20237
COLDSTREAM CAPITAL MANAGEMENT INC 430.01%0.01%0.02%Q4 2021Q3 20237
Savior LLC 770.00%0.01%0.02%Q4 2019Q2 20217
Williams Jones Wealth Management, LLC. 770.00%0.01%0.01%Q1 2022Q3 20237
DMC Group, LLC 610.21%0.29%0.35%Q4 2021Q3 20237
Northeast Financial Consultants Inc 520.02%0.04%0.05%Q3 2020Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.00%0.00%0.02%Q1 2022Q3 20237
Waverly Advisors, LLC 420.00%0.01%0.02%Q4 2013Q3 20236
LBA Wealth Management, LLC 660.00%0.01%0.02%Q4 2015Q1 20176
EQUITEC PROPRIETARY MARKETS, LLC 550.04%0.05%0.08%Q4 2014Q4 20156
B. Riley Wealth Management, Inc. 310.00%0.02%0.04%Q2 2014Q2 20226
Ahrens Investment Partners LLC 310.03%0.21%0.90%Q2 2020Q1 20236
PRENTISS SMITH & CO INC 660.02%0.03%0.03%Q4 2015Q1 20176
ADVOCATE GROUP LLC 660.22%0.23%0.27%Q2 2022Q3 20236
MYCIO WEALTH PARTNERS, LLC 660.00%0.00%0.01%Q2 2015Q3 20166
STOCK YARDS BANK & TRUST CO 660.02%0.02%0.02%Q2 2022Q3 20236
Intersect Capital LLC 420.01%0.04%0.10%Q4 2014Q2 20226
EXENCIAL WEALTH ADVISORS, LLC 410.01%0.01%0.02%Q1 2013Q4 20216
Ruffer LLP 660.26%1.81%3.70%Q3 2021Q4 20226
Cumberland Partners Ltd 660.04%0.04%0.04%Q2 2022Q3 20236
LYELL WEALTH MANAGEMENT, LP 510.03%0.04%0.05%Q2 2021Q1 20236
Edge Wealth Management LLC 420.01%0.02%0.02%Q2 2013Q1 20186
STATE OF WISCONSIN INVESTMENT BOARD 410.00%0.06%0.10%Q2 2014Q3 20236
StoneX Group Inc. 410.03%0.53%1.06%Q3 2016Q4 20216
NORTHCAPE WEALTH MANAGEMENT, LLC 330.07%0.08%0.09%Q4 2021Q3 20236
LETKO, BROSSEAU & ASSOCIATES INC 660.32%0.99%1.46%Q2 2013Q3 20146
Freedman Financial Associates, Inc. 660.01%0.02%0.03%Q4 2020Q1 20226
Bremer Bank National Association 410.03%0.05%0.06%Q1 2019Q2 20226
PrairieView Partners, LLC 510.00%0.00%0.02%Q4 2021Q3 20236
WEST CHESTER CAPITAL ADVISORS, INC 660.69%0.98%1.33%Q3 2014Q4 20156
ELLINGTON MANAGEMENT GROUP LLC 210.04%0.12%0.34%Q4 2016Q1 20206
BURNHAM ASSET MANAGEMENT CORP /NY/ 660.09%0.10%0.12%Q4 2014Q1 20166
Brookstone Capital Management 510.00%0.01%0.05%Q3 2015Q2 20226
MARYLAND CAPITAL ADVISORS INC. 660.01%0.01%0.01%Q2 2022Q3 20236
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 660.02%0.04%0.05%Q4 2013Q1 20156
KMS FINANCIAL SERVICES, INC 660.06%0.09%0.11%Q2 2013Q3 20146
Wilkinson Global Asset Management LLC 660.03%0.04%0.04%Q2 2022Q3 20236
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.07%0.14%Q2 2016Q1 20186
Washington Trust Advisors, Inc. 660.00%0.01%0.01%Q4 2021Q1 20236
Tower View Wealth Management LLC 310.00%0.01%0.02%Q4 2017Q1 20226
Landsberg, Bennett, & Dubbaneh LLC 660.20%0.31%0.40%Q2 2020Q3 20216
TOWER BRIDGE ADVISORS 420.02%0.03%0.04%Q3 2021Q1 20236
Eagle Bay Advisors LLC 420.00%0.00%0.01%Q3 2021Q1 20236
Heritage Wealth Advisors 660.00%0.00%0.01%Q3 2018Q4 20196
M Holdings Securities, Inc. 510.02%0.06%0.08%Q1 2021Q1 20236
Maven Securities LTD 310.01%0.60%3.44%Q1 2019Q4 20226
SANDLER CAPITAL MANAGEMENT 510.02%0.16%0.83%Q2 2014Q3 20236
TUDOR INVESTMENT CORP ET AL 210.00%0.10%0.23%Q2 2014Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
Ranch Capital Advisors Inc. 660.05%0.40%0.69%Q2 2020Q3 20216
NATIXIS 330.00%0.06%0.20%Q4 2020Q2 20236
New Millennium Group LLC 660.12%0.16%0.19%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Cannell & Co. 330.14%0.76%1.69%Q4 2021Q2 20236
GUYASUTA INVESTMENT ADVISORS INC 420.02%0.05%0.11%Q3 2015Q1 20226
TRUSTCORE FINANCIAL SERVICES, LLC 420.00%0.01%0.02%Q3 2020Q4 20226
Campbell & CO Investment Adviser LLC 210.13%0.68%1.46%Q1 2014Q3 20236
Senator Investment Group LP 660.09%1.48%3.08%Q4 2020Q1 20226
Alaska Permanent Fund Corp 660.00%0.02%0.04%Q3 2021Q4 20226
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 410.02%0.02%0.03%Q1 2020Q3 20236
Wick Capital Partners, LLC 660.30%0.35%0.41%Q2 2022Q3 20236
Vontobel Holding Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Dakota Wealth Management 660.03%0.05%0.07%Q2 2022Q3 20236
Boston Common Asset Management, LLC 660.11%0.14%0.22%Q2 2022Q3 20236
Aaron Wealth Advisors LLC 420.03%0.04%0.06%Q1 2022Q3 20236
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
LINCLUDEN MANAGEMENT LTD 660.01%0.26%0.33%Q2 2013Q3 20146
HONEYWELL INTERNATIONAL INC 220.38%0.56%0.66%Q2 2013Q2 20176
G&S Capital LLC 510.01%0.18%1.02%Q1 2019Q3 20206
Lombard Odier Asset Management (Europe) Ltd 660.08%0.09%0.11%Q2 2022Q3 20236
Day & Ennis, LLC 420.07%0.08%0.09%Q1 2022Q3 20236
LWM Advisory Services, LLC 510.04%0.42%0.59%Q4 2021Q3 20236
Pendal Group Ltd 660.00%0.01%0.01%Q3 2021Q4 20226
TIVERTON ASSET MANAGEMENT LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Retirement Group, LLC 310.00%0.00%0.00%Q3 2020Q2 20236
WESTPORT RESOURCES MANAGEMENT INC 330.00%0.00%0.00%Q2 2013Q3 20166
Bank Julius Baer & Co. Ltd, Zurich 660.00%0.00%0.00%Q3 2020Q4 20216
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Detwiler Fenton Investment Management LLC 660.24%0.41%0.63%Q1 2011Q2 20126
ARCADIA INVESTMENT MANAGEMENT CORP/MI 420.00%0.01%0.02%Q3 2020Q3 20236
Integral Health Asset Management, LLC 311.61%2.37%3.74%Q1 2020Q4 20226
SEI TRUST CO 660.01%0.04%0.06%Q2 2013Q3 20146
JEPPSON WEALTH MANAGEMENT, LLC 310.09%0.10%0.11%Q3 2020Q2 20236
CARLSON CAPITAL L P 310.03%0.09%0.15%Q2 2014Q1 20196
Armbruster Capital Management, Inc. 660.01%0.01%0.01%Q4 2015Q1 20176
CIBC WORLD MARKETS CORP 420.00%0.02%0.04%Q1 2022Q3 20236
Altrius Capital Management Inc 661.71%1.97%2.06%Q2 2022Q3 20236
Tiller Private Wealth, Inc. 420.12%0.12%0.13%Q1 2022Q3 20236
Sculptor Capital LP 310.00%0.13%0.43%Q2 2014Q2 20226
New Jersey Better Educational Savings Trust 420.50%0.56%0.64%Q1 2022Q3 20236
V Wealth Advisors LLC 310.00%0.05%0.08%Q2 2017Q2 20236
WMS Partners, LLC 420.02%0.03%0.08%Q1 2022Q3 20236
BOSTON PRIVATE BANK & TRUST CO 420.00%0.00%0.00%Q3 2013Q1 20156
Tuscan Ridge Asset Management LLC 440.05%0.18%0.34%Q1 2019Q4 20196
SECTOR GAMMA AS 511.14%3.62%5.23%Q3 2017Q1 20226
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Industrial Alliance Investment Management Inc. 660.07%0.13%0.19%Q4 2021Q1 20236
Boston Partners 330.00%0.06%0.33%Q2 2013Q3 20236
HOWARD FINANCIAL SERVICES, LTD. 660.13%0.15%0.18%Q2 2022Q3 20236
COWEN INC. 210.00%0.03%0.07%Q3 2014Q2 20176
Krilogy Financial LLC 510.00%0.00%0.01%Q1 2016Q3 20186
NorthCoast Asset Management LLC 420.06%0.11%0.19%Q3 2013Q3 20216
Guild Investment Management, Inc. 661.43%1.86%2.51%Q4 2019Q1 20216
Penserra Capital Management LLC 660.00%0.02%0.06%Q2 2022Q3 20236
Corsicana & Co. 660.01%0.02%0.02%Q2 2021Q3 20226
HHM Wealth Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
HARVEST VOLATILITY MANAGEMENT LLC 660.26%0.30%0.35%Q1 2022Q2 20236
Calamos Wealth Management LLC 660.08%0.12%0.19%Q2 2022Q3 20236
ARGENT TRUST Co 510.07%0.12%0.15%Q3 2016Q1 20186
Onyx Bridge Wealth Group LLC 420.07%0.09%0.10%Q3 2021Q1 20236
Empirical Finance, LLC 420.02%0.03%0.04%Q3 2021Q1 20236
Lansing Street Advisors 660.02%0.02%0.02%Q1 2022Q2 20236
Ascent Group, LLC 660.03%0.04%0.05%Q4 2021Q1 20236
Crosspoint Capital Strategies, LLC 510.00%0.00%0.02%Q4 2013Q3 20156
AGF INVESTMENTS INC. 420.00%0.02%0.06%Q4 2018Q4 20216
Tarbox Family Office, Inc. 550.00%0.00%0.00%Q3 2020Q3 20215
Atlas Private Wealth Advisors 550.00%0.02%0.04%Q3 2020Q3 20215
Quantinno Capital Management LP 410.03%0.08%0.13%Q2 2022Q3 20235
Orbimed Advisors 110.00%0.13%0.36%Q1 2014Q3 20235
Beck Bode, LLC 210.01%0.55%1.35%Q3 2020Q1 20235
APG Asset Management N.V. 410.01%0.04%0.05%Q1 2022Q3 20235
Destiny Wealth Partners, LLC 310.00%0.01%0.01%Q4 2020Q4 20225
Harel Insurance Investments & Financial Services Ltd. 210.00%0.00%0.01%Q4 2021Q3 20235
Knuff & Co LLC 550.05%0.06%0.07%Q4 2019Q4 20205
Knowledge Leaders Capital, LLC 550.46%0.56%0.69%Q3 2021Q3 20225
High Net Worth Advisory Group LLC 550.03%0.06%0.10%Q4 2021Q4 20225
FNY Partners Fund LP 330.00%0.00%0.00%Q4 2016Q2 20175
Stevens First Principles Investment Advisors 550.00%0.00%0.00%Q2 2018Q2 20195
Clal Insurance Enterprises Holdings Ltd 550.34%0.40%0.46%Q2 2022Q2 20235
DC Investments Management, LLC 550.48%0.55%0.64%Q4 2018Q4 20195
Smithwood Advisers, L.P. 332.65%5.27%10.33%Q2 2014Q4 20145
GSA CAPITAL PARTNERS LLP 110.02%0.03%0.05%Q2 2013Q1 20225
Lynch Asset Management, Inc. 550.16%0.20%0.23%Q4 2021Q4 20225
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
Koss-Olinger Consulting, LLC 550.05%0.08%0.11%Q1 2021Q1 20225
Lourd Capital, LLC 550.04%0.07%0.10%Q4 2017Q4 20185
FRIESS ASSOCIATES LLC 551.20%1.33%1.45%Q4 2018Q4 20195
STRS OHIO 410.02%0.10%0.14%Q2 2013Q3 20235
tru Independence LLC 310.00%0.02%0.04%Q4 2019Q2 20215
Private Wealth Partners, LLC 550.15%0.58%0.95%Q2 2014Q2 20155
Jane Street Holding, LLC 330.02%0.18%0.48%Q2 2013Q4 20135
MCF Advisors LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Bristol Advisors, LLC 320.37%0.50%0.63%Q4 2016Q4 20185
China Universal Asset Management Co., Ltd. 550.13%0.20%0.34%Q3 2022Q3 20235
Calamos Advisors LLC 410.02%0.03%0.08%Q3 2018Q3 20215
SUVRETTA CAPITAL MANAGEMENT, LLC 410.04%0.20%0.47%Q3 2014Q3 20235
ProVise Management Group, LLC 550.07%0.09%0.10%Q2 2013Q2 20145
PacWest Financial Management Inc 320.15%12.29%60.81%Q4 2013Q2 20155
ACG Wealth 550.17%0.27%0.36%Q3 2021Q3 20225
Heirloom Wealth Management 322.04%2.54%3.52%Q1 2022Q2 20235
Aquatic Capital Management LLC 410.00%0.23%0.84%Q4 2021Q2 20235
Destination Wealth Management 550.00%0.00%0.00%Q2 2018Q2 20195
Arlington Capital Management, Inc. 410.24%1.47%2.53%Q4 2014Q4 20185
AMERICAN NATIONAL BANK 550.02%0.05%0.06%Q3 2022Q3 20235
Quilter Plc 550.02%0.03%0.04%Q3 2020Q3 20215
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CT Financial Advisors LLC 550.01%0.01%0.01%Q1 2016Q1 20175
TANDEM CAPITAL MANAGEMENT CORP /ADV 550.19%0.22%0.24%Q4 2019Q4 20205
Gupta Wealth Management LLC 550.04%0.06%0.08%Q1 2015Q1 20165
STARR INTERNATIONAL CO INC 5511.21%16.07%22.76%Q3 2020Q3 20215
Geneva Partners, LLC 550.99%1.58%3.18%Q2 2022Q2 20235
TANG CAPITAL MANAGEMENT LLC 551.01%1.57%1.79%Q3 2022Q3 20235
Sendero Wealth Management, LLC 550.40%0.70%1.38%Q2 2022Q2 20235
Quantamental Technologies LLC 210.08%0.50%1.75%Q1 2019Q3 20225
NORDEA INVESTMENT MANAGEMENT AB 550.00%0.01%0.01%Q3 2021Q3 20225
HighMark Wealth Management LLC 550.00%0.00%0.01%Q3 2022Q3 20235
TOCQUEVILLE ASSET MANAGEMENT L.P. 210.00%0.00%0.01%Q3 2013Q1 20205
CLEAR INVESTMENT RESEARCH, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
STEEL GROVE CAPITAL ADVISORS, LLC 550.03%0.07%0.09%Q4 2017Q4 20185
ASCEND CAPITAL, LLC 410.45%0.85%1.66%Q4 2014Q1 20175
Sullivan, Bruyette, Speros & Blaney, LLC 410.01%0.01%0.01%Q4 2019Q1 20215
GODSEY & GIBB, INC 550.01%0.02%0.05%Q3 2022Q3 20235
SteelPeak Wealth, LLC 550.03%0.05%0.07%Q1 2021Q1 20225
HOLLENCREST CAPITAL MANAGEMENT 410.00%0.01%0.03%Q4 2020Q3 20235
Diametric Capital, LP 310.72%1.43%1.92%Q3 2018Q2 20205
IronBridge Private Wealth, LLC 550.02%0.02%0.03%Q4 2020Q4 20215
Long Run Wealth Advisors, LLC 410.07%0.07%0.07%Q1 2022Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 410.02%0.04%0.06%Q2 2022Q3 20235
Naviter Wealth, LLC 410.64%0.73%0.83%Q2 2022Q3 20235
Covestor Ltd 550.00%0.00%0.01%Q4 2021Q4 20225
Kore Private Wealth LLC 310.00%0.01%0.03%Q4 2018Q3 20215
WILMINGTON TRUST CO 550.05%0.07%0.08%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.07%0.13%0.16%Q4 2016Q4 20175
Zullo Investment Group, Inc. 550.01%0.02%0.02%Q4 2021Q4 20225
MQS Management LLC 210.15%0.34%0.56%Q4 2021Q3 20235
PFG Private Wealth Management, LLC 550.00%0.08%0.15%Q3 2022Q3 20235
Foster Victor Wealth Advisors, LLC 410.03%0.03%0.04%Q1 2022Q3 20235
Advisor OS, LLC 550.05%0.06%0.08%Q3 2022Q3 20235
READYSTATE ASSET MANAGEMENT LP 220.01%0.03%0.04%Q2 2023Q3 20235
SPOT TRADING L.L.C. 220.02%0.08%0.20%Q2 2017Q3 20175
Redpoint Investment Management Pty Ltd 550.03%0.07%0.10%Q3 2021Q3 20225
HARTFORD INVESTMENT MANAGEMENT CO 550.01%0.01%0.01%Q3 2014Q3 20155
Steward Financial Group LLC 410.01%0.01%0.02%Q2 2022Q3 20235
SELDON CAPITAL LP 550.05%0.06%0.08%Q4 2021Q4 20225
Sunbelt Securities, Inc. 310.01%0.02%0.05%Q4 2019Q3 20235
Chesapeake Wealth Management 550.07%0.15%0.24%Q1 2020Q1 20215
Alpha Cubed Investments, LLC 550.32%1.09%2.01%Q3 2014Q3 20155
Luken Investment Analytics, LLC 410.06%0.06%0.06%Q4 2020Q3 20235
Eagle Strategies LLC 550.12%0.13%0.15%Q3 2022Q3 20235
South Dakota Investment Council 550.11%0.13%0.15%Q1 2021Q1 20225
Wilmington Trust, National Association 550.05%0.05%0.06%Q2 2013Q2 20145
ICON ADVISERS INC/CO 310.04%0.38%0.55%Q4 2016Q3 20235
ADVISOR PARTNERS II, LLC 550.15%0.17%0.19%Q3 2022Q3 20235
HERITAGE WEALTH MANAGEMENT, LLC 410.00%0.01%0.02%Q3 2021Q4 20225
Garde Capital, Inc. 550.01%0.01%0.02%Q4 2020Q4 20215
Dynamic Technology Lab Private Ltd 210.03%0.07%0.10%Q1 2019Q2 20235
PHYSICIANS FINANCIAL SERVICES, INC. 550.01%0.02%0.02%Q4 2015Q4 20165
Partnervest Advisory Services LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Jump Trading, LLC 110.01%0.02%0.03%Q2 2014Q4 20145
Long Wharf Investors, Inc. 550.41%0.43%0.46%Q2 2013Q2 20145
Azimuth Capital Investment Management LLC 550.20%0.22%0.24%Q2 2022Q2 20235
XTX Topco Ltd 210.12%0.27%0.37%Q2 2021Q2 20235
Crescent Capital Consulting, LLC 550.04%0.04%0.05%Q4 2020Q4 20215
Golden State Wealth Management, LLC 310.01%0.02%0.05%Q1 2019Q3 20205
WILLNER & HELLER, LLC 550.40%0.46%0.54%Q4 2021Q4 20225
FAYEZ SAROFIM & CO 410.00%0.23%0.48%Q2 2022Q3 20235
State of Wyoming 550.00%0.00%0.01%Q3 2021Q3 20225
Reynders McVeigh Capital Management, LLC 550.03%0.04%0.05%Q4 2021Q4 20225
ARROWGRASS CAPITAL PARTNERS (US) LP 220.10%0.53%0.99%Q3 2013Q3 20145
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 320.01%0.03%0.04%Q4 2020Q2 20235
Harfst & Associates, Inc. 310.05%0.25%0.33%Q2 2015Q2 20164
SHAPIRO ROBERT N 440.00%0.00%0.01%Q2 2013Q1 20144
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 440.03%0.04%0.04%Q3 2014Q2 20154
BlackRock Japan Co. Ltd 440.00%0.01%0.01%Q2 2013Q1 20144
THOROUGHBRED FINANCIAL SERVICES, LLC 440.14%0.17%0.22%Q4 2022Q3 20234
IMPAX ASSET MANAGEMENT LLC 440.03%0.07%0.10%Q2 2013Q1 20144
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 440.03%0.04%0.04%Q2 2013Q1 20144
HENNESSY ADVISORS INC 440.17%0.18%0.19%Q1 2017Q4 20174
WEST BANCORPORATION INC 440.01%0.01%0.01%Q4 2019Q3 20204
CIBC BANK USA 310.03%0.04%0.05%Q1 2014Q4 20194
TimesSquare Capital Management, LLC 440.02%0.02%0.03%Q3 2017Q2 20184
First National Bank of Hutchinson 440.17%0.17%0.18%Q4 2022Q3 20234
Advisors Capital Management, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
Hirtle Callaghan & Co LLC 310.00%0.01%0.01%Q3 2013Q4 20144
Seminole Management Co., Inc. 440.38%0.43%0.47%Q2 2013Q1 20144
Aureus Asset Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Platte River Capital LLC 440.06%0.30%0.38%Q2 2013Q1 20144
L & S Advisors Inc 310.19%0.65%1.08%Q2 2014Q3 20164
Manchester Capital Management LLC 310.00%0.01%0.02%Q2 2014Q2 20214
ZEVIN ASSET MANAGEMENT LLC 441.54%1.69%1.77%Q4 2022Q3 20234
Capital Research Global Investors 310.02%0.02%0.03%Q3 2013Q3 20234
Trust CO of the Ozarks 440.16%0.16%0.18%Q2 2013Q1 20144
Hayek Kallen Investment Management 210.14%0.16%0.16%Q3 2015Q2 20174
Baker Avenue Asset Management, LP 440.00%0.00%0.01%Q4 2022Q3 20234
Loeb Offshore Management LP 220.02%2.41%8.26%Q2 2014Q3 20144
SAC Capital Advisors LP 440.00%0.12%0.18%Q2 2013Q1 20144
Alyeska Investment Group, L.P. 110.01%0.33%0.65%Q4 2017Q3 20234
Private Harbour Investment Management & Counsel, LLC 442.05%2.22%2.35%Q2 2021Q1 20224
SCHARF INVESTMENTS, LLC 440.38%1.57%2.21%Q3 2021Q2 20224
Artisan Partners Limited Partnership 440.25%0.27%0.29%Q4 2022Q3 20234
Savant Capital, LLC 310.01%0.04%0.07%Q1 2016Q3 20234
SHAYNE & JACOBS, LLC 440.21%0.24%0.26%Q2 2013Q1 20144
DFPG INVESTMENTS, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
Andromeda Capital LLC 220.67%1.34%2.00%Q2 2014Q3 20144
Clear Harbor Asset Management, LLC 210.00%0.01%0.02%Q4 2019Q3 20234
Axiom Investment Management LLC 310.03%0.05%0.07%Q4 2018Q3 20224
MATHER GROUP, LLC. 210.00%0.01%0.02%Q4 2019Q1 20234
Banco BTG Pactual S.A. 310.08%0.14%0.24%Q2 2020Q3 20214
Camarda Financial Advisors, LLC 220.01%0.02%0.04%Q2 2017Q2 20194
Callan Capital, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Hartford Funds Management Co LLC 440.03%0.04%0.04%Q4 2022Q3 20234
ALETHEA CAPITAL MANAGEMENT, LLC 110.54%0.78%1.16%Q3 2018Q1 20214
Carnick & Kubik, LLC 441.38%1.64%2.08%Q2 2013Q1 20144
Ranger International Management, LP 443.54%3.85%4.01%Q2 2013Q1 20144
Capula Management Ltd 220.03%0.05%0.08%Q4 2022Q1 20234
PDT Partners, LLC 210.01%0.16%0.30%Q2 2013Q2 20154
Matterhorn Capital Management, LLC 441.36%1.46%1.62%Q2 2013Q1 20144
Edge Advisors, LLC 210.00%0.00%0.00%Q4 2016Q2 20184
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Tradewinds Capital Management, LLC 440.00%0.00%0.01%Q4 2015Q3 20164
Hansberger Growth Investors, LP 442.44%3.98%4.63%Q4 2019Q3 20204
Elite Wealth Management, Inc. 310.00%0.68%0.96%Q3 2012Q4 20134
Leisure Capital Management 440.22%0.23%0.25%Q3 2017Q2 20184
Neumann Capital Management, LLC 440.12%0.13%0.14%Q4 2017Q3 20184
Acrospire Investment Management LLC 220.00%0.03%0.08%Q2 2016Q2 20174
USA FINANCIAL FORMULAS 220.02%2.08%3.59%Q2 2022Q3 20234
Perpetual Ltd 310.01%0.02%0.03%Q3 2020Q3 20234
KINGDON CAPITAL MANAGEMENT, L.L.C. 440.08%0.16%0.40%Q2 2016Q1 20174
Asymmetry Capital Management, L.P. 311.08%4.54%7.25%Q1 2017Q3 20214
WESPAC Advisors SoCal, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Silicon Valley Capital Partners 440.00%0.00%0.01%Q4 2022Q3 20234
Enlightenment Research, LLC 210.41%0.56%0.72%Q4 2018Q2 20224
Transform Wealth, LLC 440.11%0.55%1.45%Q1 2017Q4 20174
New Capital Management LP 440.00%0.01%0.01%Q3 2019Q2 20204
Bryn Mawr Capital Management, LLC 440.27%0.41%0.48%Q4 2022Q3 20234
Aevitas Wealth Management, Inc. 440.00%0.01%0.01%Q4 2017Q3 20184
IFG Advisory, LLC 440.06%0.07%0.08%Q4 2017Q3 20184
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
Clarus Wealth Advisors 440.01%0.01%0.02%Q2 2018Q1 20194
Signature Wealth Management Group 440.01%0.01%0.01%Q4 2017Q3 20184
VISTA INVESTMENT MANAGEMENT 440.15%0.23%0.38%Q4 2022Q3 20234
Crumly & Associates Inc. 440.13%0.15%0.18%Q4 2022Q3 20234
Allred Capital Management, LLC 210.02%0.07%0.13%Q4 2019Q1 20234
Jackson Hole Capital Partners, LLC 220.06%0.06%0.07%Q1 2022Q1 20234
Ikarian Capital, LLC 210.42%1.16%2.85%Q4 2020Q2 20234
Red Door Wealth Management, LLC 210.00%0.02%0.06%Q1 2020Q3 20234
Cinctive Capital Management LP 440.09%0.17%0.24%Q3 2021Q2 20224
Gunderson Capital Management Inc. 440.49%2.00%3.72%Q4 2019Q3 20204
Connacht Asset Management LP 440.16%0.48%0.67%Q2 2022Q1 20234
U.S. Capital Wealth Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
WFA of San Diego, LLC 210.01%0.01%0.01%Q2 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.03%0.03%0.04%Q4 2020Q3 20214
Jump Financial, LLC 210.01%0.07%0.26%Q2 2021Q3 20234
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
TCG Advisory Services, LLC 440.40%0.42%0.45%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Better Money Decisions, LLC 310.02%0.02%0.03%Q1 2021Q2 20224
Y.D. More Investments Ltd 440.01%0.05%0.11%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.01%0.14%0.20%Q4 2022Q3 20234
JB Capital LLC 440.05%0.06%0.07%Q3 2021Q2 20224
Householder Group Estate & Retirement Specialist, LLC 310.04%0.07%0.16%Q3 2022Q3 20234
Schubert & Co 440.01%0.01%0.02%Q2 2022Q1 20234
Amplius Wealth Advisors, LLC 440.08%0.09%0.10%Q4 2021Q3 20224
CoreCap Advisors, LLC 310.00%0.01%0.02%Q4 2021Q4 20224
MILESTONE WEALTH, LLC 440.09%0.11%0.14%Q4 2021Q3 20224
Kolinsky Wealth Management, LLC 440.21%0.30%0.38%Q3 2022Q2 20234
American Trust 440.02%0.03%0.04%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.03%0.05%0.07%Q4 2022Q3 20234
Harvest Portfolios Group Inc. 442.34%2.58%2.80%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.10%0.13%0.14%Q4 2022Q3 20234
Artia Global Partners LP 442.01%3.68%5.37%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.03%0.03%0.04%Q4 2022Q3 20234
FSM Wealth Advisors, LLC 440.16%0.19%0.22%Q4 2022Q3 20234
Corient Private Wealth LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Colonial Trust Co / SC 440.02%0.03%0.03%Q4 2022Q3 20234
RFP Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.48%0.51%0.55%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.07%0.14%0.27%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.17%0.19%0.22%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.10%0.13%0.15%Q4 2022Q3 20234
LAM GROUP, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Nordwand Advisors, LLC 440.01%0.05%0.17%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.19%0.20%0.22%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.06%0.08%0.12%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.08%0.12%0.15%Q4 2022Q3 20234
STF Management LP 440.30%0.34%0.40%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.08%0.08%0.08%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.20%0.28%0.34%Q4 2022Q3 20234
Park Place Capital Corp 440.02%0.04%0.07%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Baron Wealth Management LLC 440.20%0.21%0.23%Q1 2023Q4 20234
CHANNEL WEALTH LLC 440.62%1.03%1.40%Q1 2023Q4 20234
Farther Finance Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
BP PLC 440.81%0.99%1.08%Q3 2020Q2 20214
CAPITAL ONE, NATIONAL ASSOCIATION 440.01%0.02%0.02%Q2 2017Q1 20184
COWEN AND COMPANY, LLC 220.00%0.09%0.23%Q3 2021Q4 20214
MIDAS MANAGEMENT CORP 440.22%0.25%0.26%Q2 2013Q1 20144
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
PVG ASSET MANAGEMENT CORP 311.00%1.41%2.55%Q3 2016Q3 20174
CALTON & ASSOCIATES, INC. 310.05%0.08%0.10%Q4 2017Q4 20184
QUEST CAPITAL MANAGEMENT INC /ADV 440.05%0.06%0.06%Q1 2021Q4 20214
ST GERMAIN D J CO INC 310.00%0.00%0.00%Q4 2022Q4 20234
COMMONWEALTH BANK OF AUSTRALIA 440.00%0.00%0.00%Q2 2013Q1 20144
BANK HAPOALIM BM 310.13%0.25%0.34%Q3 2016Q3 20174
NEW ENGLAND SECURITIES CORP /MA/ 310.01%0.05%0.07%Q2 2013Q4 20144
IBERIABANK CORP 310.04%0.13%0.21%Q1 2013Q3 20184
MAVERICK CAPITAL LTD 440.01%0.02%0.02%Q4 2020Q3 20214
DRIEHAUS CAPITAL MANAGEMENT LLC 210.01%0.07%0.23%Q4 2014Q3 20234
PARNASSUS INVESTMENTS, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CHARTWELL INVESTMENT PARTNERS/PA 330.04%0.04%0.04%Q3 2013Q1 20143
WELCH & FORBES LLC 330.01%0.01%0.01%Q2 2020Q4 20203
MARTINGALE ASSET MANAGEMENT L P 330.11%0.12%0.13%Q2 2013Q4 20133
GSB Wealth Management, LLC 331.60%1.96%2.30%Q4 2016Q2 20173
AGF MANAGEMENT LTD 210.34%0.47%0.68%Q4 2022Q3 20233
WESTWOOD HOLDINGS GROUP INC 330.00%0.00%0.00%Q2 2019Q4 20193
SIGMA CAPITAL MANAGEMENT LLC 330.50%0.70%0.84%Q3 2013Q1 20143
Glass Jacobson Investment Advisors llc 210.00%0.01%0.01%Q4 2022Q3 20233
Avalon Trust Co 330.02%0.02%0.03%Q1 2023Q3 20233
WESBANCO BANK INC 330.01%0.01%0.02%Q1 2021Q3 20213
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.01%0.01%Q1 2018Q1 20223
Genesee Capital Advisors, LLC 330.43%0.59%0.70%Q2 2020Q4 20203
Fidelis Capital Partners, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Phillips Wealth Planners LLC 330.98%1.17%1.29%Q1 2023Q3 20233
Compound Global Advisors, LLC 211.68%2.32%3.34%Q4 2022Q3 20233
PICTON MAHONEY ASSET MANAGEMENT 330.01%0.01%0.01%Q3 2014Q1 20153
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Epstein & White Financial LLC 330.30%0.31%0.32%Q4 2017Q2 20183
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Point72 Middle East FZE 210.11%0.16%0.24%Q4 2022Q3 20233
Segantii Capital Management Ltd 210.30%0.38%0.53%Q3 2019Q1 20213
TURNER INVESTMENTS LLC 330.01%0.04%0.08%Q3 2013Q1 20143
Essex Savings Bank 330.00%0.01%0.01%Q4 2018Q2 20193
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
NewSquare Capital LLC 210.00%0.00%0.00%Q4 2020Q2 20233
Carr Financial Group Corp 330.09%0.12%0.14%Q4 2022Q2 20233
WealthStone, Inc. 110.00%0.06%0.10%Q2 2019Q1 20213
RONALD BLUE & CO LLC 330.09%0.10%0.10%Q3 2013Q1 20143
SIENA CAPITAL LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Nilsine Partners, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
ROCKEFELLER FINANCIAL SERVICES INC 210.00%0.00%0.00%Q4 2013Q4 20173
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Capital Wealth Planning, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
FIRST NATIONAL TRUST CO 330.04%0.04%0.05%Q4 2013Q2 20143
Nine Chapters Capital Management LLC 210.03%0.09%0.14%Q2 2013Q3 20143
Headlands Technologies LLC 210.10%0.27%0.39%Q4 2022Q3 20233
Horizon Family Wealth, Inc. 210.20%0.22%0.24%Q4 2022Q3 20233
Advisory Alpha, LLC 210.00%0.00%0.00%Q3 2019Q3 20203
WEST MICHIGAN ADVISORS, LLC 330.19%0.25%0.29%Q1 2023Q3 20233
PICTET ASSET MANAGEMENT LTD 210.02%0.04%0.06%Q2 2016Q2 20213
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 210.04%1.45%2.24%Q2 2013Q2 20143
Pinnacle Private Wealth, LLC 330.08%0.10%0.12%Q4 2021Q2 20223
Pathway Financial Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Canoe Financial LP 330.57%0.95%1.44%Q1 2023Q3 20233
Family Legacy, Inc. 330.02%0.02%0.02%Q2 2018Q4 20183
Blume Capital Management, Inc. 210.00%0.00%0.01%Q4 2018Q3 20233
JMAC ENTERPRISES LLC 330.07%0.08%0.09%Q3 2022Q1 20233
PVG Asset Management 210.95%1.72%2.49%Q1 2016Q4 20163
COUNTRY CLUB BANK /GFN 210.02%0.02%0.02%Q1 2022Q4 20223
Valentine Capital Asset Management, Inc. 330.13%0.14%0.14%Q1 2012Q3 20123
Evergreen Wealth Solutions, LLC 330.36%0.42%0.47%Q4 2021Q2 20223
FULTON BREAKEFIELD BROENNIMAN LLC 330.04%0.05%0.05%Q2 2020Q4 20203
Bain Capital Public Equity Management II, LLC 110.03%0.88%1.79%Q2 2020Q4 20203
Braun-Bostich & Associates Inc. 210.05%0.08%0.14%Q4 2017Q4 20213
Santa Fe Partners LLC 110.04%0.17%0.25%Q2 2013Q1 20153
HighTower Trust Company, N.A. 330.05%0.19%0.43%Q3 2022Q1 20233
Meridian Wealth Advisors, LLC 210.01%0.09%0.13%Q4 2018Q3 20203
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.02%Q4 2014Q4 20193
TIAA CREF TRUST CO FSB/MO 210.00%0.00%0.00%Q3 2015Q1 20173
HWG Holdings LP 210.00%0.00%0.00%Q4 2018Q3 20223
Wealth Quarterback LLC 210.01%0.01%0.01%Q4 2019Q3 20213
Grisanti Capital Management LLC 330.31%0.45%0.55%Q3 2013Q1 20143
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Beaumont Financial Partners, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
DGS Capital Management, LLC 330.20%0.22%0.24%Q4 2021Q2 20223
ARMISTICE CAPITAL, LLC 330.38%0.70%0.96%Q4 2021Q2 20223
Sensato Investors LLC 330.33%0.54%0.90%Q4 2016Q2 20173
ANCHOR CAPITAL ADVISORS LLC 330.32%0.35%0.36%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.00%0.01%Q4 2017Q4 20183
Visium Asset Management, LP 220.02%0.10%0.22%Q2 2014Q3 20143
Factorial Partners, LLC 210.10%0.76%1.15%Q4 2017Q3 20183
Tradewinds Global Investors, LLC 330.04%0.04%0.04%Q2 2013Q4 20133
1st Global Advisors, Inc. 210.02%0.03%0.04%Q1 2015Q4 20163
Hudson Bay Capital Management LP 110.01%0.41%1.10%Q2 2014Q2 20233
Total Clarity Wealth Management, Inc. 210.01%0.03%0.07%Q3 2021Q2 20223
CANTOR FITZGERALD, L. P. 210.03%0.41%0.81%Q3 2022Q2 20233
FNY Managed Accounts LLC 110.03%0.12%0.16%Q2 2014Q1 20173
AIGEN INVESTMENT MANAGEMENT, LP 210.08%0.24%0.43%Q4 2020Q4 20213
Aspen Grove Capital, LLC 210.08%0.12%0.14%Q4 2022Q3 20233
Engrave Wealth Partners LLC 330.11%0.12%0.13%Q4 2019Q2 20203
SAMLYN CAPITAL, LLC 210.35%0.37%0.39%Q4 2017Q1 20223
CATAPULT CAPITAL MANAGEMENT LLC 330.12%0.33%0.76%Q1 2014Q3 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.03%Q4 2017Q3 20183
SENTINEL TRUST CO LBA 330.04%0.05%0.06%Q4 2021Q2 20223
First Heartland Consultants, Inc. 210.01%0.04%0.05%Q3 2021Q3 20233
Moloney Securities Asset Management, LLC 330.10%0.10%0.11%Q1 2017Q3 20173
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 210.01%0.02%0.03%Q3 2020Q3 20213
Grant/GrossMendelsohn, LLC 210.08%0.10%0.12%Q4 2022Q3 20233
Fortis Advisors, LLC 330.01%0.01%0.01%Q3 2019Q1 20203
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
NVWM, LLC 330.00%0.00%0.01%Q1 2020Q3 20203
OXFORD ASSET MANAGEMENT LLP 110.01%0.07%0.19%Q2 2013Q4 20153
First Command Financial Services, Inc. 330.01%0.01%0.01%Q3 2019Q1 20203
First Command Bank 330.01%0.01%0.01%Q3 2019Q1 20203
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20233
Monument Capital Management 210.00%0.00%0.00%Q4 2017Q3 20183
Financial & Tax Architects, LLC 330.16%0.17%0.18%Q4 2022Q2 20233
Hamilton Wealth, LLC 210.13%0.43%1.04%Q3 2020Q2 20233
IBEX WEALTH ADVISORS 210.00%0.03%0.06%Q4 2016Q2 20223
FC Advisory LLC 330.11%0.12%0.12%Q2 2023Q4 20233
IMC-Chicago, LLC 110.00%0.01%0.01%Q4 2020Q3 20213
First Allied Asset Management, Inc. 330.54%0.67%0.78%Q2 2013Q4 20133
Concert Wealth Management Inc. 210.04%0.05%0.06%Q2 2015Q1 20163
Bellwether Investment Group, LLC 210.00%0.04%0.10%Q2 2016Q1 20173
Syverson Strege & Co 210.00%0.01%0.01%Q1 2022Q1 20233
Sio Capital Management, LLC 111.19%2.59%3.89%Q1 2015Q4 20203
Single Point Partners, LLC 210.06%0.07%0.07%Q2 2022Q1 20233
Hutchin Hill Capital, LP 330.01%0.06%0.13%Q2 2014Q4 20143
Personal Wealth Partners 330.00%0.00%0.00%Q2 2019Q4 20193
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Iron Triangle Partners LP 212.59%3.11%3.75%Q3 2021Q2 20223
TIEDEMANN ADVISORS, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Gladstone Institutional Advisory LLC 210.01%0.04%0.09%Q3 2020Q1 20223
Hoover Financial Advisors, Inc. 330.01%0.01%0.01%Q4 2020Q2 20213
Onex Canada Asset Management Inc. 330.10%0.25%0.34%Q1 2023Q3 20233
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
INTERNATIONAL BIOTECHNOLOGY TRUST PLC 211.06%1.23%1.36%Q4 2022Q3 20233
EAGLE GLOBAL ADVISORS LLC 330.12%0.14%0.18%Q1 2023Q3 20233
MEYER HANDELMAN CO 210.02%0.03%0.03%Q3 2020Q3 20213
MAPLELANE CAPITAL, LLC 330.09%0.14%0.18%Q4 2014Q2 20153
Willow Street Advisors LLC 330.26%0.28%0.29%Q2 2013Q4 20133
PFS INVESTMENTS INC. 330.04%0.07%0.09%Q4 2022Q2 20233
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.15%0.37%Q1 2014Q3 20143
NN Investment Partners Holdings N.V. 210.00%0.01%0.02%Q2 2016Q3 20213
BOGLE INVESTMENT MANAGEMENT L P /DE/ 210.24%0.51%0.80%Q3 2019Q2 20203
Nelson Capital Management, LLC 210.00%0.00%0.01%Q3 2014Q3 20193
ARGI Investment Services, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
Sage Mountain Advisors LLC 330.03%0.04%0.06%Q1 2023Q3 20233
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 330.94%1.09%1.17%Q2 2013Q4 20133
Barrett Asset Management, LLC 210.00%0.00%0.00%Q2 2020Q4 20213
MinichMacGregor Wealth Management, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Zweig-DiMenna Associates LLC 210.01%0.01%0.02%Q2 2013Q1 20143
Ground Swell Capital, LLC 110.02%0.57%1.18%Q3 2014Q2 20223
Peregrine Asset Advisers, Inc. 110.11%0.13%0.17%Q1 2020Q3 20233
Mint Tower Capital Management B.V. 110.01%0.08%0.14%Q3 2022Q3 20223
Angeles Investment Advisors, LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Darwin Global Management, Ltd. 334.56%68.18%100.00%Q4 2021Q2 20223
Duquesne Family Office 331.11%1.72%2.64%Q4 2013Q2 20143
DCM Advisors, LLC 330.11%0.14%0.17%Q1 2021Q3 20213
Schiavi & Co LLC 330.33%0.34%0.34%Q1 2023Q3 20233
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Y-Intercept (Hong Kong) Ltd 110.11%0.22%0.28%Q1 2021Q2 20233
MOODY LYNN & LIEBERSON, LLC 330.24%0.39%0.51%Q4 2021Q2 20223
MayTech Global Investments, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
3Chopt Investment Partners, LLC 330.16%0.16%0.16%Q4 2022Q2 20233
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q2 2022Q4 20223
Brand Asset Management Group, Inc. 210.00%0.02%0.02%Q2 2018Q1 20193
Foresight Global Investors, Inc. 339.80%11.39%14.27%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.34%0.34%0.35%Q1 2023Q3 20233
CONNING INC. 220.02%0.02%0.02%Q1 2015Q2 20152
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Professional Financial Advisors, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Pacifica Partners Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Bridgefront Capital, LLC 110.17%0.23%0.28%Q4 2020Q4 20222
One Wealth Advisors, LLC 110.02%0.04%0.05%Q4 2017Q4 20222
Manning & Napier Group, LLC 220.59%0.60%0.61%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 110.01%0.09%0.17%Q1 2020Q2 20222
Shilanski & Associates, Inc. 220.15%0.15%0.15%Q2 2020Q3 20202
Legacy Advisors, LLC 110.01%0.02%0.03%Q3 2017Q2 20192
Cordatus Wealth Management LLC 110.18%0.25%0.32%Q2 2022Q2 20232
Fore Capital, LLC 110.40%0.54%0.69%Q4 2021Q4 20212
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.20%0.22%0.24%Q2 2020Q3 20202
Gs Investments, Inc. 110.00%0.00%0.01%Q4 2020Q3 20212
FAIRFIELD, BUSH & CO. 110.01%0.01%0.02%Q2 2022Q2 20232
DCF Advisers, LLC 220.30%0.32%0.34%Q3 2021Q4 20212
QP WEALTH MANAGEMENT, LLC 221.20%1.21%1.23%Q2 2023Q3 20232
Crescent Grove Advisors, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
NWK Group, Inc. 221.37%1.43%1.49%Q2 2020Q3 20202
Essex Private Wealth Management, LLC 220.22%0.23%0.24%Q2 2020Q3 20202
Seelaus Asset Management LLC 220.12%0.15%0.17%Q1 2022Q2 20222
Pinpoint Asset Management Ltd 220.26%0.40%0.54%Q2 2023Q3 20232
Regent Peak Wealth Advisors LLC 110.04%0.09%0.13%Q4 2019Q4 20202
Ridgewood Investments LLC 220.03%0.03%0.04%Q1 2023Q2 20232
American Institute for Advanced Investment Management, LLP 220.19%0.22%0.24%Q3 2020Q4 20202
Capstone Financial Group, Inc. 220.04%0.04%0.04%Q2 2020Q3 20202
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.01%0.02%Q2 2020Q3 20212
Connecticut Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Knights of Columbus Asset Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
GATEWAY INVESTMENT ADVISERS LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Almanack Investment Partners, LLC. 110.08%0.09%0.10%Q1 2020Q3 20202
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Cornerstone Wealth Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
qPULA Trading Management LP 110.70%1.35%2.00%Q4 2020Q1 20222
Ausdal Financial Partners, Inc. 110.01%0.03%0.06%Q4 2015Q3 20182
WIMMER ASSOCIATES 1, LLC 221.27%1.31%1.35%Q1 2017Q2 20172
Gerber Kawasaki Wealth & Investment Management 220.02%0.03%0.03%Q2 2021Q3 20212
Clearview Wealth Advisors LLC 110.00%0.02%0.03%Q4 2020Q4 20222
BAKER TILLY WEALTH MANAGEMENT, LLC 110.04%0.05%0.05%Q1 2021Q3 20232
Laurel Wealth Advisors, Inc. 220.03%0.03%0.03%Q3 2022Q4 20222
StrategIQ Financial Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Regal Wealth Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
TriaGen Wealth Management LLC 220.25%0.25%0.26%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.01%0.01%Q1 2018Q3 20182
Cavalier Investments, LLC 220.29%0.34%0.39%Q4 2018Q1 20192
Veery Capital, LLC 110.10%0.11%0.11%Q1 2022Q2 20232
D'Orazio & Associates, Inc. 110.00%0.00%0.01%Q1 2018Q3 20212
Oxler Private Wealth LLC 110.06%0.07%0.07%Q4 2020Q2 20222
Fiduciary Group LLC 220.03%0.06%0.09%Q2 2023Q3 20232
Thrive Wealth Management, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
SkyView Investment Advisors, LLC 220.14%0.19%0.24%Q2 2023Q3 20232
Genesis Wealth Advisors, LLC 220.00%0.00%0.00%Q1 2015Q2 20152
Avoro Capital Advisors LLC 221.25%1.47%1.69%Q4 2017Q1 20182
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.01%0.02%Q1 2023Q3 20232
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.01%0.01%0.01%Q3 2015Q4 20152
DESCHAINE & COMPANY, LLC 222.95%3.10%3.26%Q1 2015Q2 20152
Paradigm, Strategies in Wealth Management, LLC 220.10%0.10%0.11%Q1 2021Q2 20212
J.P. Turner & Co Capital Mnagement, LLC 220.17%0.21%0.24%Q1 2015Q2 20152
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.10%0.20%Q4 2016Q4 20202
MONUMENTAL FINANCIAL GROUP INC. 220.89%0.90%0.91%Q4 2022Q1 20232
Merit Financial Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Bramshill Investments, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2022Q4 20222
BlueCrest Capital Management Ltd 110.02%0.05%0.08%Q4 2016Q4 20182
VIKING GLOBAL INVESTORS LP 220.36%0.47%0.59%Q3 2016Q4 20162
Bienville Capital Management, LLC 110.02%0.27%0.52%Q4 2014Q2 20202
OPUS INVESTMENT MANAGEMENT INC 220.01%0.01%0.01%Q3 2019Q4 20192
Activest Wealth Management 220.02%0.02%0.02%Q1 2021Q2 20212
IPG Investment Advisors LLC 110.06%0.07%0.08%Q3 2020Q3 20222
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q4 2021Q3 20232
Cranbrook Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Iguana Healthcare Management, LLC 220.77%0.79%0.82%Q4 2016Q1 20172
ROANOKE ASSET MANAGEMENT CORP/ NY 220.15%0.18%0.21%Q1 2017Q2 20172
FT Options LLC 220.01%0.08%0.15%Q2 2017Q3 20172
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.01%0.02%Q3 2020Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Financial Connections Group, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.10%0.10%0.11%Q4 2021Q1 20222
SENZAR ASSET MANAGEMENT, LLC 227.23%7.80%8.36%Q1 2018Q2 20182
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2015Q1 20172
Red Tortoise LLC 110.02%0.02%0.02%Q3 2021Q4 20222
Carroll Investors, Inc 220.02%0.02%0.02%Q4 2021Q1 20222
NINE MASTS CAPITAL Ltd 110.00%0.00%0.01%Q4 2017Q4 20172
Colonial Trust Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
FIRST FOUNDATION ADVISORS 220.47%0.56%0.65%Q2 2023Q3 20232
Psagot Value Holdings Ltd. / (Israel) 220.05%0.22%0.39%Q1 2023Q2 20232
Zimmer Partners, LP 220.08%0.10%0.13%Q2 2023Q3 20232
Airain ltd 220.02%0.02%0.03%Q4 2015Q1 20162
AXQ CAPITAL, LP 110.54%0.62%0.70%Q4 2022Q3 20232
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q2 2018Q3 20182
FSC Wealth Advisors, LLC 220.04%0.05%0.06%Q1 2023Q2 20232
SOUTHPORT MANAGEMENT, L.L.C. 110.55%1.18%1.80%Q4 2016Q3 20172
BMS Financial Advisors, LLC 220.26%0.32%0.38%Q1 2023Q2 20232
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 220.12%0.12%0.12%Q2 2023Q3 20232
Momentum Advisors, LLC 220.37%0.39%0.42%Q3 2022Q4 20222
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MARCO INVESTMENT MANAGEMENT LLC 220.02%0.02%0.02%Q1 2023Q2 20232
CADENCE BANK NA 220.09%0.09%0.10%Q2 2021Q3 20212
TEXAS CAPITAL BANCSHARES INC/TX 220.18%0.20%0.22%Q2 2015Q3 20152
DRIVE WEALTH MANAGEMENT, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
CANANDAIGUA NATIONAL BANK & TRUST CO 220.04%0.04%0.05%Q1 2018Q2 20182
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
DAYMARK WEALTH PARTNERS, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Asset Management One Co., Ltd. 220.11%0.11%0.11%Q3 2014Q4 20142
Fortis Capital Advisors, LLC 220.09%0.11%0.12%Q4 2022Q1 20232
Standard Investments LLC 220.09%0.10%0.10%Q4 2014Q1 20152
MIRABELLA FINANCIAL SERVICES LLP 110.66%1.29%1.92%Q2 2023Q2 20232
FIRST NIAGARA BANK 110.05%0.07%0.09%Q2 2015Q2 20162
NEW ENGLAND ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2018Q3 20182
Talisman Wealth Advisors LLC 220.36%0.36%0.37%Q1 2023Q2 20232
BAROMETER CAPITAL MANAGEMENT INC. 110.10%0.38%0.64%Q1 2023Q3 20232
Garden State Investment Advisory Services LLC 220.10%0.10%0.11%Q2 2023Q3 20232
Compass Wealth Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Massachusetts Wealth Management 220.20%0.20%0.21%Q1 2023Q2 20232
Milestone Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q3 20232
FOSTER DYKEMA CABOT & CO INC/MA 220.01%0.01%0.01%Q2 2023Q3 20232
iA Global Asset Management Inc. 220.05%0.06%0.07%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.04%0.04%0.04%Q2 2023Q3 20232
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q2 2022Q2 20232
Trivant Custom Portfolio Group, LLC 220.96%0.96%0.97%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 220.14%0.17%0.19%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.26%0.27%0.29%Q2 2023Q3 20232
Crestline Management, LP 220.29%0.43%0.57%Q1 2018Q2 20182
Corvex Management LP 220.02%0.56%1.09%Q2 2014Q3 20142
J.Safra Asset Management Corp 220.02%0.02%0.02%Q2 2016Q3 20162
USCA RIA LLC 220.02%0.02%0.02%Q2 2020Q3 20202
BNP Paribas Asset Management Holding S.A. 110.00%0.01%0.02%Q3 2016Q3 20212
Stelac Advisory Services LLC 220.26%0.26%0.26%Q1 2023Q2 20232
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 220.00%0.00%0.00%Q3 2021Q4 20212
Highlander Capital Management, LLC 220.16%0.18%0.19%Q3 2020Q4 20202
DG Capital Management, LLC 222.33%2.60%2.87%Q4 2020Q1 20212
1ST SOURCE BANK 110.01%0.01%0.01%Q1 2022Q1 20232
AFT, FORSYTH & COMPANY, INC. 220.07%0.07%0.07%Q2 2013Q3 20132
Meristem Family Wealth, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Soros Fund Management 220.08%0.08%0.08%Q2 2014Q3 20142
American Research & Management Co. 220.00%0.00%0.00%Q2 2022Q3 20222
QS Investors, LLC 110.00%0.00%0.00%Q1 2015Q3 20162
LOEB PARTNERS CORP 220.02%0.36%0.70%Q4 2018Q1 20192
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
TD Capital Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Sageworth Trust Co 110.00%0.01%0.01%Q1 2019Q1 20232
Roundview Capital LLC 110.02%0.25%0.47%Q2 2014Q2 20222
Cowen Investment Management LLC 224.82%8.24%11.67%Q1 2021Q2 20212
STRALEM & CO INC 220.00%0.00%0.00%Q1 2020Q2 20202
ASPIRIANT, LLC 110.02%0.02%0.02%Q1 2018Q3 20202
OLD MISSION CAPITAL, LLC 110.20%1.09%1.98%Q4 2016Q4 20202
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Dana Investment Advisors, Inc. 220.03%0.03%0.04%Q2 2023Q3 20232
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Choate Investment Advisors 220.01%0.01%0.01%Q2 2023Q3 20232
Taconic Capital Advisors LP 221.17%1.29%1.42%Q4 2020Q1 20212
TEACHER RETIREMENT SYSTEM OF TEXAS 110.00%0.00%0.01%Q1 2019Q3 20212
Ionic Capital Management LLC 110.01%0.10%0.19%Q1 2017Q1 20172
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q3 20182
Stanford Investment Group, Inc. 220.00%0.00%0.00%Q3 2016Q4 20162
HOWARD HUGHES MEDICAL INSTITUTE 220.03%0.04%0.05%Q4 2016Q1 20172
BANKERS TRUST CO 220.13%0.13%0.14%Q1 2014Q2 20142
BRIGHTON JONES LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.02%Q4 2018Q1 20192
LEVIN CAPITAL STRATEGIES, L.P. 110.00%0.00%0.00%Q3 2014Q3 20172
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2015Q3 20172
HighVista Strategies LLC 110.37%0.42%0.46%Q4 2013Q1 20172
RESOURCE CONSULTING GROUP INC 110.09%0.10%0.12%Q3 2022Q2 20232
Polar Asset Management Partners Inc. 110.04%0.08%0.12%Q4 2022Q4 20222
Palo Alto Investors LP 220.11%0.42%0.73%Q3 2021Q4 20212
GLG Partners LP 110.01%0.05%0.09%Q2 2014Q3 20152
HAVENS ADVISORS LLC 110.22%0.33%0.44%Q2 2014Q1 20212
INVERNESS COUNSEL LLC /NY/ 220.01%0.02%0.02%Q3 2020Q4 20202
MANCHESTER FINANCIAL INC 110.01%0.01%0.02%Q2 2019Q4 20192
JET CAPITAL INVESTORS L P 220.53%1.23%1.92%Q2 2014Q3 20142
HARBERT MANAGEMENT CORP 224.95%5.06%5.18%Q3 2013Q4 20132
DEARBORN PARTNERS LLC 220.02%0.02%0.02%Q3 2018Q4 20182
WESTFIELD CAPITAL MANAGEMENT CO LP 220.04%0.05%0.05%Q3 2015Q4 20152
AQR Capital Management 110.00%0.12%0.24%Q2 2014Q3 20232
PRINCETON CAPITAL MANAGEMENT LLC 220.00%0.01%0.01%Q1 2018Q2 20182
BRIDGER MANAGEMENT, LLC 222.60%4.11%5.61%Q2 2022Q3 20222
GREENWOOD CAPITAL ASSOCIATES LLC 110.72%0.87%1.02%Q2 2014Q4 20182
SENTRY INVESTMENT MANAGEMENT LLC 220.04%0.05%0.05%Q2 2013Q3 20132
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 220.02%0.03%0.03%Q3 2013Q4 20132
HARVEST MANAGEMENT LLC 110.21%0.29%0.37%Q2 2014Q4 20202
WADE G W & INC 220.01%0.01%0.02%Q1 2022Q2 20222
SUFFOLK CAPITAL MANAGEMENT LLC 221.61%1.64%1.66%Q2 2017Q3 20172
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 220.26%0.27%0.28%Q1 2017Q2 20172
JUMP TRADING, LLC 110.01%0.14%0.26%Q4 2019Q2 20202
DG CAPITAL MANAGEMENT INC 110.67%0.90%1.12%Q1 2015Q4 20152
JARISLOWSKY, FRASER Ltd 220.00%0.00%0.01%Q2 2023Q3 20232
FORTEM FINANCIAL GROUP, LLC 220.12%0.20%0.29%Q3 2020Q4 20202
Sound View Wealth Advisors, LLC 220.52%0.57%0.63%Q4 2018Q1 20192
Semmax Financial Advisors Inc. 220.00%0.22%0.44%Q4 2018Q1 20192
Legacy Capital Wealth Partners, LLC 110.06%0.07%0.08%Q1 2023Q3 20232
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Susquehanna International Group Ltd. 110.11%0.21%0.31%Q4 2020Q3 20232
Summit Financial, LLC 220.02%0.03%0.04%Q4 2022Q1 20232
Claro Advisors LLC 110.04%0.05%0.05%Q4 2018Q2 20232
Lehman & Derafelo Financial Resources LLC 110.01%0.19%0.37%Q2 2020Q2 20202
Bay Harbor Wealth Management, LLC 110.00%0.05%0.10%Q4 2018Q4 20202
United Capital Management of KS, Inc. 220.19%0.19%0.19%Q3 2018Q4 20182
Centric Wealth Management 220.08%0.09%0.09%Q2 2021Q3 20212
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Core Wealth Advisors, Inc. 110.00%0.23%0.47%Q4 2019Q3 20212
Swaine & Leidel Wealth Services, LLC 110.21%2.12%4.02%Q2 2020Q3 20212
LFA - Lugano Financial Advisors SA 220.09%0.10%0.12%Q2 2023Q3 20232
CX Institutional 110.01%0.01%0.01%Q3 2021Q2 20222
Avitas Wealth Management LLC 110.06%0.21%0.36%Q2 2022Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.13%0.15%0.16%Q4 2014Q1 20152
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.05%0.05%Q2 2013Q3 20132
ShoreHaven Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Q3 Asset Management 110.23%0.23%0.23%Q2 2022Q2 20221
Renasant Bank 110.17%0.17%0.17%Q2 2023Q2 20231
CLARK ESTATES INC/NY 110.53%0.53%0.53%Q3 2021Q3 20211
Mendota Financial Group, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Wilmington Funds Management Corp 110.66%0.66%0.66%Q2 2014Q2 20141
Core Wealth Partners LLC 110.24%0.24%0.24%Q4 2022Q4 20221
DOHENY ASSET MANAGEMENT /CA 110.10%0.10%0.10%Q1 2017Q1 20171
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Tamarack Advisers, LP 111.79%1.79%1.79%Q4 2015Q4 20151
Atlantic Union Bankshares Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Kovitz Investment Group Partners, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Third Point 110.91%0.91%0.91%Q2 2014Q2 20141
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
P SCHOENFELD ASSET MANAGEMENT LP 110.65%0.65%0.65%Q3 2014Q3 20141
CLEARARC CAPITAL INC 110.18%0.18%0.18%Q1 2014Q1 20141
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Eaton Financial Holdings Company, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Flagship Private Wealth, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Cornerstone Financial Partners, LLC 110.60%0.60%0.60%Q3 2016Q3 20161
Folger Hill Asset Management LP 110.02%0.02%0.02%Q2 2017Q2 20171
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.01%0.01%0.01%Q3 2023Q3 20231
Marks Group Wealth Management, Inc 110.07%0.07%0.07%Q3 2023Q3 20231
INTEGRATED WEALTH COUNSEL, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Portside Wealth Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Ariose Capital Management Ltd 1112.56%12.56%12.56%Q4 2019Q4 20191
Slow Capital, Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
C-J Advisory, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Keystone Financial Group 110.06%0.06%0.06%Q3 2020Q3 20201
CAZ INVESTMENTS LP 110.58%0.58%0.58%Q4 2014Q4 20141
Greylin Investment Management, Inc 110.08%0.08%0.08%Q4 2013Q4 20131
Ramirez Asset Management, Inc. 110.82%0.82%0.82%Q3 2023Q3 20231
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC 110.51%0.51%0.51%Q1 2014Q1 20141
Pictet Asset Management Holding SA 110.14%0.14%0.14%Q3 2023Q3 20231
Golden Green, Inc. 110.40%0.40%0.40%Q4 2020Q4 20201
WFA Asset Management Corp 110.00%0.00%0.00%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.18%0.18%0.18%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q3 2023Q3 20231
Financial Security Advisor, Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
SYON CAPITAL LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NEOS Investment Management LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Astrantus Ltd 110.32%0.32%0.32%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.40%0.40%0.40%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
ELEMENT CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q1 2019Q1 20191
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Titus Wealth Management 110.11%0.11%0.11%Q2 2022Q2 20221
Gruss Capital Management LP 111.41%1.41%1.41%Q1 2015Q1 20151
StellarOne CORP 110.01%0.01%0.01%Q3 2013Q3 20131
Allegis Investment Advisors, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110.00%0.00%0.00%Q2 2014Q2 20141
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Future Financial Wealth Managment LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Antipodean Advisors LLC 111.48%1.48%1.48%Q2 2014Q2 20141
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
UNITED MARITIME CAPITAL LLC 110.04%0.04%0.04%Q4 2020Q4 20201
RBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Inspire Investing, LLC 110.29%0.29%0.29%Q2 2021Q2 20211
ALLSTATE CORP 110.01%0.01%0.01%Q3 2021Q3 20211
FIRST HORIZON CORP 110.01%0.01%0.01%Q2 2013Q2 20131
PROFFITT & GOODSON INC 110.00%0.00%0.00%Q3 2020Q3 20201
Lumina Fund Management LLC 110.36%0.36%0.36%Q2 2014Q2 20141
Orca Investment Management, LLC 110.26%0.26%0.26%Q4 2013Q4 20131
Bristlecone Advisors, LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Gotham Asset Management, LLC 110.09%0.09%0.09%Q1 2014Q1 20141
Realta Investment Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Samjo Capital LLC 111.30%1.30%1.30%Q3 2023Q3 20231
Sanders Capital, LLC 111.51%1.51%1.51%Q3 2023Q3 20231
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Wellington Shields & Co., LLC 110.17%0.17%0.17%Q3 2020Q3 20201
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Hemenway Trust Co LLC 110.08%0.08%0.08%Q3 2013Q3 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
Triumph Capital Management 110.10%0.10%0.10%Q3 2023Q3 20231
Lombard Odier Asset Management (USA) Corp 110.02%0.02%0.02%Q2 2014Q2 20141
Live Your Vision, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Minot Wealth Management LLC 110.53%0.53%0.53%Q3 2020Q3 20201
Outlook Wealth Advisors, LLC 110.25%0.25%0.25%Q4 2018Q4 20181
ArchPoint Investors 110.06%0.06%0.06%Q3 2021Q3 20211
Tri Locum Partners LP 110.96%0.96%0.96%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Smith, Salley & Associates 110.12%0.12%0.12%Q3 2023Q3 20231
Saratoga Research & Investment Management 110.00%0.00%0.00%Q3 2017Q3 20171
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.25%0.25%0.25%Q4 2014Q4 20141
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q1 2015Q1 20151
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Paulson Wealth Management Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 110.01%0.01%0.01%Q3 2017Q3 20171
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 110.03%0.03%0.03%Q3 2023Q3 20231
METROPOLITAN LIFE INSURANCE CO/NY 110.00%0.00%0.00%Q3 2021Q3 20211
Islet Management, LP 111.16%1.16%1.16%Q1 2019Q1 20191
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GALAXY CAPITAL TRADING LTD 110.54%0.54%0.54%Q2 2013Q2 20131
GAM Holding AG 110.03%0.03%0.03%Q2 2016Q2 20161
Capstone Triton Financial Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Perennial Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Dai-ichi Life Insurance Company, Ltd 110.01%0.01%0.01%Q3 2021Q3 20211
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Global X Management CO LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Providence Capital Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Certified Advisory Corp 110.00%0.00%0.00%Q1 2021Q1 20211
Waterloo Capital, L.P. 110.08%0.08%0.08%Q1 2023Q1 20231
Systematic Alpha Investments, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Pentwater Capital Management LP 110.04%0.04%0.04%Q2 2014Q2 20141
Apriem Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
Citizens National Bank Trust Department 110.15%0.15%0.15%Q3 2023Q3 20231
Migdal Insurance & Financial Holdings Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
Moon Capital Management, LLC 111.37%1.37%1.37%Q1 2014Q1 20141
Danda Trouve Investment Management, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Samson Rock Capital LLP 116.21%6.21%6.21%Q4 2020Q4 20201
EWG Elevate Inc. 110.43%0.43%0.43%Q3 2020Q3 20201
WBI INVESTMENTS, LLC 111.64%1.64%1.64%Q4 2020Q4 20201
Rodgers Brothers Inc. 110.10%0.10%0.10%Q1 2014Q1 20141
ALPINE ASSOCIATES MANAGEMENT INC. 110.18%0.18%0.18%Q4 2014Q4 20141
Consolidated Planning Corp 110.11%0.11%0.11%Q3 2021Q3 20211
OmniStar Financial Group, Inc. 110.03%0.03%0.03%Q1 2020Q1 20201
Weaver Consulting Group 110.01%0.01%0.01%Q3 2020Q3 20201
Paragon Capital Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
SlateStone Wealth, LLC 110.23%0.23%0.23%Q4 2018Q4 20181
SpiderRock Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
AURORA FINANCIAL ADVISORS, LLC 110.30%0.30%0.30%Q4 2017Q4 20171
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Merrion Investment Management Co, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
MERIDIAN MANAGEMENT CO 110.07%0.07%0.07%Q1 2022Q1 20221
RMR Wealth Builders 110.04%0.04%0.04%Q4 2019Q4 20191
Fortress Investment Group LLC 110.02%0.02%0.02%Q2 2014Q2 20141
Frisch Financial Group, Inc. 110.10%0.10%0.10%Q4 2019Q4 20191
SEEYOND 110.09%0.09%0.09%Q3 2021Q3 20211
Baymount Management LP 113.20%3.20%3.20%Q2 2020Q2 20201
HNP Capital LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PRW Wealth Management LLC 110.99%0.99%0.99%Q2 2021Q2 20211
Delek Group, Ltd. 110.24%0.24%0.24%Q4 2017Q4 20171
Cypress Wealth Services, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Weiss Asset Management LP 110.30%0.30%0.30%Q1 2021Q1 20211
Meadow Creek Wealth Advisors LLC 110.35%0.35%0.35%Q4 2019Q4 20191
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
Founders Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
BROOKTREE CAPITAL MANAGEMENT 110.02%0.02%0.02%Q1 2020Q1 20201
BBR PARTNERS, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
IBM Retirement Fund 110.05%0.05%0.05%Q3 2021Q3 20211
MENORA MIVTACHIM HOLDINGS LTD. 110.01%0.01%0.01%Q4 2016Q4 20161
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q4 2016Q4 20161
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.14%0.14%0.14%Q2 2016Q2 20161
FCF Advisors LLC 110.47%0.47%0.47%Q3 2021Q3 20211
Twin Securities, Inc. 115.61%5.61%5.61%Q2 2014Q2 20141
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PARSONS CAPITAL MANAGEMENT INC/RI 110.00%0.00%0.00%Q1 2015Q1 20151
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q2 2023Q2 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
MBB PUBLIC MARKETS I LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Van Hulzen Asset Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Tidal Investments LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Calypso Capital Management, LP 113.82%3.82%3.82%Q3 2014Q3 20141
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.00%Q3 2018Q3 20181
Permanens Capital L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
Granite Point Capital Management, L.P. 110.58%0.58%0.58%Q3 2016Q3 20161
One Capital Management, LLC 110.06%0.06%0.06%Q3 2014Q3 20141
BTC Capital Management, Inc. 110.03%0.03%0.03%Q3 2019Q3 20191
CHURCHILL MANAGEMENT Corp 110.01%0.01%0.01%Q3 2019Q3 20191
BARDIN HILL MANAGEMENT PARTNERS LP 111.12%1.12%1.12%Q2 2014Q2 20141
Arden Trust Co 110.02%0.02%0.02%Q1 2020Q1 20201
GM Advisory Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Moreno Evelyn V 110.15%0.15%0.15%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PEDDOCK CAPITAL ADVISORS, LLC 110.10%0.10%0.10%Q2 2021Q2 20211
Lake Point Wealth Management 110.08%0.08%0.08%Q4 2018Q4 20181
Keystone Financial Planning, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Compass Ion Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Rock Springs Capital Management LP 110.70%0.70%0.70%Q1 2021Q1 20211
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.44%0.44%0.44%Q2 2021Q2 20211
Heritage Trust Co 110.00%0.00%0.00%Q3 2017Q3 20171
Canton Hathaway, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Crawford Lake Capital Management, LLC 110.45%0.45%0.45%Q2 2017Q2 20171
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Widmann Financial Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Delpha Capital Management, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
COHEN LAWRENCE B 110.13%0.13%0.13%Q3 2021Q3 20211
BLUE ARROW CAPITAL MANAGEMENT LLC 110.32%0.32%0.32%Q4 2014Q4 20141
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Princeton Alpha Management LP 110.04%0.04%0.04%Q3 2016Q3 20161
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Northside Capital Management, LLC 110.10%0.10%0.10%Q1 2017Q1 20171
ACUTA CAPITAL PARTNERS, LLC 110.37%0.37%0.37%Q3 2016Q3 20161
Blackhawk Capital Partners LLC. 110.36%0.36%0.36%Q3 2018Q3 20181
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.01%0.01%0.01%Q1 2023Q1 20231
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.03%0.03%0.03%Q3 2023Q3 20231
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Siemens Fonds Invest GmbH 110.06%0.06%0.06%Q3 2023Q3 20231
Rather & Kittrell, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Alpine Global Management, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Sustainable Insight Capital Management, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Strategic Global Advisors, LLC 110.24%0.24%0.24%Q3 2021Q3 20211
Nauset Wealth Management. LLC 110.05%0.05%0.05%Q1 2022Q1 20221
TAURUS ASSET MANAGEMENT, LLC 111.25%1.25%1.25%Q3 2021Q3 20211
W.G. Shaheen & Associates DBA Whitney & Co 110.01%0.01%0.01%Q3 2018Q3 20181
Lebenthal Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Analyst IMS Investment Management Services Ltd. 110.01%0.01%0.01%Q3 2018Q3 20181
Segment Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Empyrean Capital Partners, LP 111.05%1.05%1.05%Q2 2014Q2 20141
Aurora Investment Counsel 111.60%1.60%1.60%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
KRS Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Alexandria Capital, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Marathon Trading Investment Management LLC 110.03%0.03%0.03%Q2 2014Q2 20141
PURSUE WEALTH PARTNERS LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Vontobel Swiss Wealth Advisors AG 110.13%0.13%0.13%Q2 2016Q2 20161
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
AMERICAN ASSET MANAGEMENT INC. 110.00%0.00%0.00%Q3 2015Q3 20151
Graham Capital Management, L.P. 110.02%0.02%0.02%Q3 2023Q3 20231
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BBVA USA 110.00%0.00%0.00%Q3 2021Q3 20211
Owl Creek Asset Management, L.P. 115.46%5.46%5.46%Q2 2014Q2 20141
BTG Pactual Global Asset Management Ltd 112.32%2.32%2.32%Q1 2019Q1 20191
CHILDRESS CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Man Group plc 110.03%0.03%0.03%Q1 2018Q1 20181
Otter Creek Advisors, LLC 112.04%2.04%2.04%Q4 2022Q4 20221
Cadence Bank 110.02%0.02%0.02%Q4 2017Q4 20171
Financial Enhancement Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FMA ADVISORY INC 110.01%0.01%0.01%Q2 2015Q2 20151
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Stratos Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Horizon Investments, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2014Q2 20141
Resolute Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Investmark Advisory Group LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Kellner Capital, LLC 111.11%1.11%1.11%Q4 2014Q4 20141
REYNOLDS CAPITAL MANAGEMENT LLC 110.20%0.20%0.20%Q1 2014Q1 20141
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
METROPOLITAN CAPITAL ADVISORS INC 112.38%2.38%2.38%Q3 2014Q3 20141
ANGELES WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Stone Toro Investment Advisers, LP 112.13%2.13%2.13%Q1 2015Q1 20151
SWS Partners 110.01%0.01%0.01%Q4 2017Q4 20171
GREENWOOD GEARHART INC 110.03%0.03%0.03%Q2 2023Q2 20231
Silicon Hills Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Northwest Bank & Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
CAAS CAPITAL MANAGEMENT LP 110.19%0.19%0.19%Q3 2021Q3 20211
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.02%0.02%0.02%Q2 2020Q2 20201
Invictus RG Pte. Ltd. 110.05%0.05%0.05%Q2 2013Q2 20131
Mariner Wealth Advisors-NYC, LLC 110.05%0.05%0.05%Q1 2015Q1 20151
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.12%0.12%0.12%Q3 2014Q3 20141
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
HIGHFIELDS CAPITAL MANAGEMENT LP 110.76%0.76%0.76%Q2 2014Q2 20141
Sharkey, Howes & Javer 110.00%0.00%0.00%Q1 2017Q1 20171
Interchange Capital Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
BBT Capital Management, LLC 110.69%0.69%0.69%Q2 2014Q2 20141
BOWEN HANES & CO INC 110.38%0.38%0.38%Q4 2015Q4 20151
Colonial River Wealth Management, LLC 110.54%0.54%0.54%Q2 2023Q2 20231
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
NEXT Financial Holdings 110.06%0.06%0.06%Q1 2019Q1 20191
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
MAPLE SECURITIES USA INC 110.06%0.06%0.06%Q1 2015Q1 20151
RAND WEALTH, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
BECK MACK & OLIVER LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
FIRST MIDWEST BANK TRUST DIVISION 110.03%0.03%0.03%Q4 2021Q4 20211
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q1 2014Q1 20141
Franklin, Parlapiano, Turner & Welch, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2021Q2 20211
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Optimal Asset Management, Inc. 110.27%0.27%0.27%Q3 2021Q3 20211
Pearl River Capital, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
Perceptive Advisors 110.01%0.01%0.01%Q3 2013Q3 20131
KNIGHT CAPITAL GROUP LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Oder Investment Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Hayden Royal, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
WATER ISLAND CAPITAL LLC 110.07%0.07%0.07%Q2 2014Q2 20141
MASON CAPITAL MANAGEMENT LLC 112.96%2.96%2.96%Q2 2014Q2 20141
MURPHY CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q4 2013Q4 20131
External links

This page lists all the filers that currently own ASTRAZENECA PLC or have owned ASTRAZENECA PLC in the past.