BERKSHIRE HATHAWAY INC DEL shareholder history

Current and past BERKSHIRE HATHAWAY INC DEL shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Zuckerman Investment Group, LLC 51510.07%0.23%1.60%Q1 2011Q3 202351
HUNTINGTON NATIONAL BANK 2610.00%0.03%0.07%Q1 2009Q3 202350
FLOSSBACH VON STORCH AG 4460.00%0.09%1.08%Q4 2010Q3 202350
MUFG Americas Holdings Corp 48480.02%0.05%0.08%Q4 2010Q3 202248
Zhang Financial LLC 47470.12%0.66%1.41%Q1 2012Q3 202347
HSBC HOLDINGS PLC 47470.05%0.18%0.48%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.08%Q1 2012Q3 202346
Bank of New York Mellon Corp 4240.02%0.20%3.22%Q1 2012Q3 202346
CHECK CAPITAL MANAGEMENT INC/CA 45450.82%1.27%2.43%Q3 2012Q3 202345
BNP PARIBAS FINANCIAL MARKETS 42420.01%0.07%0.30%Q2 2013Q3 202344
East Coast Asset Management, LLC. 44440.30%0.80%1.48%Q4 2012Q3 202344
BEACH INVESTMENT COUNSEL INC/PA 44440.05%0.10%0.21%Q1 2013Q4 202344
Cetera Advisor Networks LLC 43430.03%0.12%0.30%Q1 2013Q3 202343
Veritable, L.P. 43430.30%0.35%0.43%Q4 2012Q2 202343
BROWN ADVISORY INC 42420.00%0.17%0.24%Q2 2013Q3 202343
Citizens Business Bank 31120.07%0.11%0.25%Q4 2012Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.12%0.19%0.28%Q2 2013Q4 202343
CPWM, LLC 3940.16%0.39%0.96%Q4 2011Q3 202243
BROWN BROTHERS HARRIMAN & CO 43430.66%2.36%3.64%Q1 2013Q3 202343
COMMERCE BANK 43430.02%0.05%0.09%Q1 2013Q3 202343
YACKTMAN ASSET MANAGEMENT LP 42420.02%0.13%0.30%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.02%0.11%0.18%Q2 2013Q3 202342
ASHFORD CAPITAL MANAGEMENT INC 42420.74%1.02%1.72%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.04%0.07%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42428.63%10.72%12.55%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.09%0.11%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.42%0.57%0.73%Q2 2013Q3 202342
FENIMORE ASSET MANAGEMENT INC 42421.32%2.05%2.96%Q2 2013Q3 202342
EDGAR LOMAX CO/VA 42420.03%0.04%0.05%Q2 2013Q3 202342
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 42421.53%2.18%3.58%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.02%0.06%0.10%Q2 2013Q3 202342
WS MANAGEMENT LLLP 42426.76%14.81%26.47%Q2 2013Q3 202342
COMPASS CAPITAL MANAGEMENT, INC 42420.23%0.31%0.39%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.02%0.04%0.07%Q2 2013Q3 202342
BLACKHILL CAPITAL INC 42420.15%0.25%0.35%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.03%0.04%0.05%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.07%0.13%0.19%Q2 2013Q3 202342
Aristotle Capital Management, LLC 42420.00%0.02%0.10%Q2 2013Q3 202342
Gardner Russo & Gardner 42428.55%10.44%14.38%Q2 2013Q3 202342
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 42420.05%0.07%0.12%Q2 2013Q3 202342
Smithfield Trust Co 42420.52%1.44%2.43%Q2 2013Q3 202342
Edgewood Management 42420.00%0.00%0.01%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.13%0.22%0.69%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.05%0.07%0.09%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.04%0.08%0.10%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.01%0.01%0.02%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.04%0.10%0.18%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%1.12%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.03%0.11%0.28%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.01%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.07%0.09%0.13%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.02%0.04%0.07%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.65%0.80%1.11%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.05%0.07%0.12%Q2 2013Q3 202342
Avenir Corp 42420.16%0.26%0.36%Q2 2013Q3 202342
Legal & General Group Plc 42420.10%0.30%0.52%Q2 2013Q3 202342
SouthState Corp 42420.09%0.11%0.16%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.15%0.26%0.40%Q2 2013Q3 202342
TIMUCUAN ASSET MANAGEMENT INC/FL 42425.74%7.85%10.48%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.05%0.07%0.09%Q2 2013Q3 202342
ARMSTRONG SHAW ASSOCIATES INC/CT 42420.13%4.59%11.17%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.16%0.26%0.37%Q2 2013Q3 202342
INTRUST BANK NA 42420.37%0.74%1.02%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.02%0.03%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.02%0.19%0.56%Q2 2013Q3 202342
DAVIS SELECTED ADVISERS 42423.65%4.96%6.72%Q2 2013Q3 202342
Tweedy, Browne Co LLC 42424.78%10.08%18.97%Q2 2013Q3 202342
FOSTER DYKEMA CABOT & CO INC/MA 42420.25%2.17%4.76%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.03%0.06%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.08%0.13%0.56%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.02%0.04%0.10%Q2 2013Q3 202342
MAI Capital Management 42420.03%0.05%0.07%Q2 2013Q3 202342
BARR E S & CO 42420.94%1.10%1.42%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 424218.11%24.73%38.40%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.48%0.56%0.69%Q2 2013Q3 202342
NEVILLE RODIE & SHAW INC 42420.28%0.43%0.67%Q3 2013Q4 202342
BANK OF AMERICA CORP /DE/ 42420.04%0.06%0.10%Q2 2013Q3 202342
SAYBROOK CAPITAL /NC 42423.37%4.54%5.60%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.16%0.37%0.52%Q2 2013Q3 202342
GENERAL AMERICAN INVESTORS CO INC 42421.59%3.16%5.24%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.03%0.10%0.25%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.02%0.02%0.04%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.09%0.60%1.01%Q2 2013Q3 202342
M&T BANK CORP 42420.02%0.07%0.54%Q2 2013Q3 202342
US BANCORP \DE\ 42420.45%0.82%1.34%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.01%0.14%0.50%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.06%0.09%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.02%0.07%0.13%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.00%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.04%0.07%0.10%Q2 2013Q3 202342
FMR LLC 42420.73%1.02%1.54%Q2 2013Q3 202342
PITCAIRN CO 42420.06%1.40%2.12%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.01%0.03%0.07%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.04%0.09%0.15%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.01%0.03%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.02%0.03%0.05%Q2 2013Q3 202342
BRISTOL JOHN W & CO INC /NY/ 42420.04%0.08%0.13%Q2 2013Q3 202342
DODGE & COX 42420.00%0.00%0.00%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.01%0.04%0.39%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.00%0.09%0.32%Q2 2013Q3 202342
YCG, LLC 42420.27%1.45%6.05%Q2 2013Q3 202342
ARMSTRONG HENRY H ASSOCIATES INC 424214.62%20.33%36.80%Q2 2013Q3 202342
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 42428.99%23.22%54.09%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.07%0.75%2.26%Q2 2013Q4 202342
DF DENT & CO INC 42420.03%0.04%0.07%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.09%0.42%0.87%Q2 2013Q3 202342
Mraz, Amerine & Associates, Inc. 42420.59%0.71%0.88%Q2 2013Q3 202342
GREATMARK INVESTMENT PARTNERS, INC. 42420.08%0.16%0.22%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.07%0.25%0.88%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.01%0.01%0.02%Q2 2013Q3 202342
Cetera Advisors LLC 42420.00%0.07%0.18%Q2 2013Q3 202342
Timber Creek Capital Management LLC 42420.13%0.18%0.24%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.40%0.71%1.06%Q2 2013Q3 202342
Wellington Shields Capital Management, LLC 42420.06%0.09%0.19%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.02%0.03%0.04%Q2 2013Q3 202342
THOMAS STORY & SON LLC 42420.18%0.42%0.60%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.08%0.17%0.25%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42420.07%0.23%0.50%Q2 2013Q3 202342
Pacifica Capital Investments, LLC 42421.45%1.98%2.56%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.35%1.27%2.08%Q2 2013Q3 202342
SHAYNE & JACOBS, LLC 42425.85%7.99%11.03%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.08%0.13%0.22%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.03%0.07%0.16%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.00%0.01%0.05%Q2 2013Q3 202342
Wallace Capital Management Inc. 42420.50%0.79%1.39%Q2 2013Q3 202342
CADINHA & CO LLC 42420.12%0.20%0.30%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.04%0.06%0.13%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.10%0.17%0.34%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.07%0.36%0.61%Q2 2013Q3 202342
AR ASSET MANAGEMENT INC 42421.43%1.94%2.68%Q2 2013Q3 202342
SCHULHOFF & CO INC 42421.52%1.99%2.96%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42420.36%0.78%1.28%Q2 2013Q3 202342
Spears Abacus Advisors LLC 42420.05%0.16%0.23%Q2 2013Q3 202342
BISLETT MANAGEMENT, LLC 42423.90%6.58%13.11%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.32%0.48%0.73%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.09%0.61%2.74%Q2 2013Q3 202342
Capital World Investors 42420.01%0.80%1.85%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.04%0.10%0.63%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.03%0.05%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.31%0.40%0.49%Q2 2013Q3 202342
Choate Investment Advisors 42420.27%0.39%0.95%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.11%0.14%0.17%Q2 2013Q3 202342
Southeast Asset Advisors Inc. 42421.48%2.59%3.88%Q2 2013Q3 202342
ALLEN OPERATIONS LLC 42422.57%6.85%11.58%Q2 2013Q3 202342
Chou Associates Management 42422.83%22.58%56.66%Q2 2013Q3 202342
AMG National Trust Bank 42420.40%0.55%0.80%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.04%0.33%3.29%Q2 2013Q3 202342
NORGES BANK 4020.50%0.63%0.82%Q2 2012Q4 202242
Baker Ellis Asset Management LLC 42421.03%1.35%1.86%Q2 2013Q3 202342
BBR PARTNERS, LLC 42420.06%0.20%0.76%Q2 2013Q3 202342
Matthew 25 Management Corp 42424.53%5.35%7.36%Q2 2013Q3 202342
Locust Wood Capital Advisers 42421.11%1.91%2.96%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.03%0.04%0.06%Q2 2013Q3 202342
ALLEN HOLDING INC /NY 424219.28%23.26%27.84%Q2 2013Q3 202342
PARTHENON LLC 42420.42%0.52%0.68%Q2 2013Q3 202342
United American Securities Inc. (d/b/a UAS Asset Management) 42420.10%0.22%0.42%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.10%0.56%Q2 2013Q3 202342
ClearBridge Investments 42420.19%0.23%0.30%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42423.07%7.02%13.26%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.15%0.18%0.26%Q2 2013Q3 202342
ALTA CAPITAL MANAGEMENT LLC/ 42420.02%0.20%0.43%Q2 2013Q3 202342
HARVEY INVESTMENT CO LLC 42421.62%2.15%2.42%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.13%0.34%0.55%Q2 2013Q3 202342
Markel Corporation 42425.16%6.07%7.15%Q2 2013Q3 202342
First Eagle Investment Management, LLC 42420.82%1.29%1.95%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42420.23%0.70%1.21%Q2 2013Q3 202342
Coastline Trust Co 42420.17%0.20%0.31%Q2 2013Q3 202342
GRIMES & COMPANY, INC. 42420.07%0.14%0.31%Q2 2013Q3 202342
TAURUS ASSET MANAGEMENT, LLC 42420.08%0.32%0.52%Q2 2013Q3 202342
Burgundy Asset Management Ltd. 42420.59%0.84%1.25%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.17%1.24%2.24%Q2 2013Q3 202342
Edgemoor Investment Advisors, Inc. 42420.06%0.28%0.67%Q2 2013Q3 202342
Hills Bank & Trust Co 42420.28%0.38%0.63%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.04%0.08%0.14%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42420.97%1.15%1.38%Q2 2013Q3 202342
GRANDFIELD & DODD, LLC 42420.40%0.67%0.96%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.04%0.13%0.30%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.03%2.93%5.94%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42422.22%2.76%3.72%Q2 2013Q3 202342
BEDDOW CAPITAL MANAGEMENT INC 42421.44%2.14%2.75%Q2 2013Q3 202342
CHELSEA COUNSEL CO 42420.21%0.49%0.82%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.02%0.05%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.49%0.71%0.98%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.79%1.15%1.92%Q2 2013Q3 202342
RICE HALL JAMES & ASSOCIATES, LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
FOUNDATION RESOURCE MANAGEMENT INC 42420.07%0.26%0.49%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42420.13%0.17%0.61%Q2 2013Q3 202342
SPINNAKER TRUST 42420.08%0.20%0.52%Q2 2013Q3 202342
PRIVATE MANAGEMENT GROUP INC 42420.24%0.41%0.62%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.01%0.02%0.04%Q2 2013Q3 202342
Semper Augustus Investments Group 42428.56%13.46%19.16%Q2 2013Q3 202342
AVIVA PLC 42420.03%0.44%0.82%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.17%1.54%3.42%Q2 2013Q3 202342
RBF Capital, LLC 42422.11%6.86%10.30%Q2 2013Q3 202342
HARVEY CAPITAL MANAGEMENT INC 42420.13%0.28%0.39%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.03%0.05%0.08%Q2 2013Q3 202342
KARPAS STRATEGIES, LLC 42420.38%0.64%1.37%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.37%0.49%0.62%Q2 2013Q3 202342
BRANDYWINE TRUST CO 42422.51%6.39%9.50%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.02%0.27%0.41%Q2 2013Q3 202342
OSTERWEIS CAPITAL MANAGEMENT INC 42420.02%0.11%0.24%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.23%0.37%0.49%Q2 2013Q3 202342
Fairfax Financial Holdings 42420.01%0.05%0.16%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.01%0.09%0.16%Q2 2013Q3 202342
SCHWARTZ INVESTMENT COUNSEL INC 42420.03%0.05%0.12%Q2 2013Q3 202342
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 42420.12%0.59%1.18%Q2 2013Q3 202342
BOKF, NA 3290.01%0.09%0.19%Q2 2013Q3 202341
SEGALL BRYANT & HAMILL, LLC 3830.07%0.11%0.16%Q1 2013Q2 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.06%0.08%0.11%Q2 2013Q3 202341
ROBERTS GLORE & CO INC /IL/ 26150.83%1.11%1.51%Q2 2013Q3 202341
PARSONS CAPITAL MANAGEMENT INC/RI 28130.11%0.48%1.84%Q2 2013Q3 202341
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3744.44%5.38%7.24%Q2 2013Q3 202341
SHIKIAR ASSET MANAGEMENT INC 3830.12%0.26%0.48%Q2 2013Q3 202341
MAIRS & POWER INC 41410.01%0.03%0.04%Q3 2013Q3 202341
WASHINGTON TRUST Co 26150.05%0.07%0.13%Q2 2013Q3 202341
BIRINYI ASSOCIATES INC 41410.48%1.74%3.05%Q3 2013Q3 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 41410.00%0.01%0.01%Q3 2013Q3 202341
FIRST FOUNDATION ADVISORS 3830.13%0.27%0.67%Q2 2013Q3 202341
NORRIS PERNE & FRENCH LLP/MI 29120.04%0.72%1.21%Q2 2013Q3 202341
SILVERCREST ASSET MANAGEMENT GROUP LLC 3650.09%0.15%0.22%Q2 2013Q3 202341
MONTGOMERY INVESTMENT MANAGEMENT INC 41410.30%0.42%0.54%Q2 2013Q2 202341
Permit Capital, LLC 31100.20%0.58%1.66%Q2 2013Q3 202341
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 3740.13%0.38%0.85%Q2 2013Q3 202341
Rathbones Group PLC 3920.04%0.07%0.14%Q2 2013Q3 202341
K.J. Harrison & Partners Inc 41410.61%1.27%2.80%Q2 2013Q2 202341
Hikari Tsushin, Inc. 33825.37%47.32%60.76%Q2 2013Q3 202341
ASPIRIANT, LLC 23180.13%0.21%0.34%Q2 2013Q3 202341
Shelter Mutual Insurance Co 3474.59%5.62%6.62%Q2 2013Q3 202341
DekaBank Deutsche Girozentrale 41410.00%0.05%0.14%Q3 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.01%0.01%0.02%Q3 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3740.01%0.02%0.06%Q2 2013Q3 202341
Savant Capital, LLC 22190.02%0.14%0.54%Q2 2013Q3 202341
Creative Planning 3380.00%0.23%0.44%Q2 2013Q3 202341
Baystate Wealth Management LLC 4010.04%0.09%0.17%Q2 2013Q3 202341
Murphy Pohlad Asset Management LLC 30110.15%0.45%0.71%Q2 2013Q3 202341
SYNOVUS FINANCIAL CORP 3560.01%0.33%0.83%Q2 2013Q3 202341
PARK NATIONAL CORP /OH/ 3430.44%0.60%0.75%Q2 2013Q4 202341
BRYN MAWR TRUST Co 31100.01%0.02%0.04%Q1 2013Q3 202341
BEESE FULMER INVESTMENT MANAGEMENT, INC. 29120.25%0.39%0.62%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.08%0.14%Q2 2013Q3 202341
FAYEZ SAROFIM & CO 4010.24%0.43%0.71%Q2 2013Q3 202341
HARTLINE INVESTMENT CORP/ 37410.32%17.79%24.33%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.01%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.06%0.15%0.26%Q2 2013Q3 202341
STATE STREET CORP 3280.00%0.01%0.02%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.05%0.22%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40401.50%2.55%5.26%Q4 2013Q3 202340
SHUFRO ROSE & CO LLC 3910.04%0.56%1.28%Q3 2012Q4 202240
HighTower Advisors, LLC 1780.03%1.26%4.10%Q2 2013Q3 202340
CREDIT AGRICOLE S A 3050.00%0.08%0.33%Q2 2013Q3 202340
HM PAYSON & CO 22180.31%0.38%0.50%Q2 2013Q3 202340
CITY HOLDING CO 40400.07%0.16%0.24%Q4 2013Q3 202340
BOK Financial Private Wealth, Inc. 2720.03%0.13%0.22%Q2 2013Q3 202340
Haverford Trust Co 3910.03%0.16%0.31%Q3 2013Q3 202340
Smith, Salley & Associates 3190.03%0.08%0.55%Q2 2013Q3 202340
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3820.33%2.78%4.06%Q3 2013Q3 202340
Thomasville National Bank 27130.08%0.12%0.25%Q3 2013Q3 202340
COMERICA BANK 3910.03%0.07%0.10%Q2 2013Q3 202340
HENNESSY ADVISORS INC 29110.18%0.80%1.85%Q3 2013Q3 202340
Bridgecreek Investment Management, LLC 40400.10%0.13%0.21%Q2 2013Q1 202340
PECAUT & CO. 40402.54%4.44%5.68%Q4 2013Q3 202340
ALLIANCEBERNSTEIN L.P. 3190.00%0.00%0.01%Q2 2013Q3 202340
SCOTIA CAPITAL INC. 2840.01%0.02%0.04%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.07%0.09%0.12%Q4 2013Q3 202340
JOHNSON INVESTMENT COUNSEL INC 3730.01%0.02%0.03%Q2 2013Q3 202340
COLDSTREAM CAPITAL MANAGEMENT INC 3730.06%0.19%0.52%Q2 2013Q2 202340
PALISADE CAPITAL MANAGEMENT, LP 25150.07%0.10%0.14%Q4 2012Q3 202340
STIFEL FINANCIAL CORP 39390.04%0.07%0.10%Q1 2014Q3 202339
CHOREO, LLC 39390.15%0.85%2.29%Q1 2014Q3 202339
Brinker Capital Investments, LLC 39390.01%0.04%0.05%Q2 2013Q4 202239
WASHINGTON TRUST BANK 39390.96%1.37%1.84%Q1 2014Q3 202339
CIBC WORLD MARKET INC. 2370.01%0.02%0.04%Q2 2013Q3 202339
Rothschild & Co Wealth Management UK Ltd 39390.02%0.04%0.10%Q1 2014Q3 202339
Cannell & Co. 39390.40%0.61%0.86%Q1 2014Q3 202339
TORONTO DOMINION BANK 1820.03%0.06%0.14%Q1 2013Q3 202339
Texas Yale Capital Corp. 39390.44%0.54%0.77%Q1 2014Q3 202339
Hikari Power Ltd 393913.54%26.22%40.68%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.27%0.32%0.48%Q2 2013Q4 202239
FLPUTNAM INVESTMENT MANAGEMENT CO 2550.02%0.03%0.07%Q2 2013Q3 202339
MIDDLETON & CO INC/MA 39390.13%0.19%0.22%Q1 2014Q3 202339
VICUS CAPITAL 29100.61%0.82%1.09%Q4 2013Q3 202339
1832 Asset Management L.P. 39390.00%0.00%0.01%Q1 2014Q3 202339
SG Americas Securities, LLC 3010.00%0.01%0.04%Q2 2013Q3 202339
LONDON CO OF VIRGINIA 1990.02%0.02%0.03%Q2 2013Q3 202339
MONTAG A & ASSOCIATES INC 27120.03%0.17%0.37%Q2 2013Q3 202339
AMERICAN NATIONAL BANK 3180.44%0.81%1.12%Q2 2013Q3 202339
Compagnie Lombard Odier SCmA 3810.01%0.05%0.10%Q4 2013Q3 202339
Sterneck Capital Management, LLC 3450.20%0.42%0.64%Q2 2013Q2 202339
Avior Wealth Management, LLC 25140.07%0.18%0.36%Q4 2013Q3 202339
OLD NATIONAL BANCORP /IN/ 3810.02%0.23%0.56%Q2 2013Q3 202339
VESTOR CAPITAL, LLC 1650.25%0.32%0.44%Q2 2013Q2 202338
Tarbox Family Office, Inc. 28100.35%0.68%1.25%Q4 2013Q2 202338
Night Owl Capital Management, LLC 3130.06%0.14%0.39%Q2 2013Q3 202338
Baldwin Investment Management, LLC 34439.93%54.51%63.66%Q2 2013Q3 202338
ROOSEVELT INVESTMENT GROUP LLC 38380.02%0.08%0.19%Q2 2013Q3 202238
VONTOBEL ASSET MANAGEMENT INC 3350.15%0.65%1.65%Q2 2013Q3 202338
Court Place Advisors, LLC 3710.39%0.61%0.76%Q1 2014Q3 202338
Arete Wealth Advisors, LLC 3230.05%0.53%0.82%Q4 2013Q3 202338
EATON VANCE MANAGEMENT 38380.27%0.33%0.48%Q2 2013Q3 202238
MONARCH CAPITAL MANAGEMENT INC/ 3130.08%0.11%0.17%Q2 2013Q3 202338
GAMBLE JONES INVESTMENT COUNSEL 25130.05%0.13%0.22%Q2 2013Q4 202238
LINCOLN NATIONAL CORP 38380.02%0.06%0.13%Q2 2014Q3 202338
CYPRESS CAPITAL MANAGEMENT LLC 38380.09%0.12%0.15%Q2 2013Q3 202238
Cambridge Investment Research Advisors, Inc. 2610.05%0.10%0.37%Q2 2013Q3 202338
CWM, LLC 2020.02%0.06%0.13%Q3 2013Q3 202338
BLUESTEIN R H & CO LLC 38380.12%0.18%0.43%Q2 2013Q3 202238
M. Kraus & Co 2980.14%0.21%0.49%Q4 2013Q1 202337
Fisher Asset Management, LLC 3250.00%0.00%0.00%Q2 2013Q2 202337
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 37370.03%0.24%0.44%Q2 2013Q2 202237
Regis Management CO LLC 37370.06%0.35%0.73%Q3 2014Q3 202337
Allen Investment Management, LLC 37370.06%0.09%0.14%Q3 2014Q3 202337
Busey Bank 1710.02%0.11%1.04%Q2 2013Q3 202337
Reynders McVeigh Capital Management, LLC 2910.02%0.06%0.82%Q3 2013Q3 202337
GRIFFIN ASSET MANAGEMENT, INC. 26110.84%1.69%3.24%Q2 2013Q3 202337
South Dakota Investment Council 37370.05%0.09%0.17%Q3 2014Q3 202337
NORTHWEST INVESTMENT COUNSELORS, LLC 37370.14%0.24%0.30%Q3 2014Q3 202337
Diversified Trust Co 2130.01%0.04%0.07%Q2 2013Q4 202337
BlackRock Inc. 37370.00%0.01%0.03%Q3 2014Q3 202337
NWAM LLC 1850.01%0.09%0.31%Q2 2012Q3 202237
WHALEROCK POINT PARTNERS, LLC 2070.15%14.69%34.08%Q4 2013Q3 202337
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2170.30%1.18%4.87%Q1 2014Q3 202337
Northstar Group, Inc. 36360.75%1.18%1.88%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.05%0.10%0.14%Q2 2013Q1 202236
Endurance Wealth Management, Inc. 36360.04%0.09%0.17%Q3 2014Q2 202336
Allworth Financial LP 36360.01%0.13%0.38%Q2 2013Q1 202236
FOUNDERS CAPITAL MANAGEMENT, LLC 36360.09%0.12%0.14%Q4 2014Q3 202336
Cutter & CO Brokerage, Inc. 3150.08%0.11%0.16%Q3 2014Q3 202336
THOMPSON SIEGEL & WALMSLEY LLC 36360.01%0.03%0.05%Q2 2013Q1 202236
Summit Street Capital Management, LLC 363611.42%15.46%20.17%Q4 2014Q3 202336
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3110.00%0.00%0.01%Q2 2013Q3 202336
FIDUCIARY COUNSELLING INC 363619.52%28.83%42.62%Q4 2014Q3 202336
Barton Investment Management 1520.27%0.63%0.97%Q2 2013Q3 202336
Portland Global Advisors LLC 3110.08%0.13%0.36%Q2 2013Q3 202336
Gradient Investments LLC 36360.01%0.03%0.04%Q3 2014Q2 202336
Hendershot Investments Inc. 2830.21%0.28%0.40%Q2 2013Q3 202336
IAT REINSURANCE CO LTD. 36360.04%1.45%4.46%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.19%0.26%0.41%Q4 2014Q3 202336
EP Wealth Advisors, LLC 2340.00%0.05%0.12%Q2 2013Q3 202336
Lagoda Investment Management, L.P. 36360.13%1.45%6.94%Q4 2014Q3 202336
Punch Card Capital 363637.20%51.59%73.42%Q4 2014Q3 202336
Van Hulzen Asset Management, LLC 36360.04%0.17%0.50%Q4 2014Q3 202336
Northside Capital Management, LLC 36360.55%1.12%3.73%Q4 2014Q3 202336
ACCOUNT MANAGEMENT LLC 3060.39%1.70%2.65%Q2 2013Q1 202336
BANQUE PICTET & CIE SA 2910.01%0.08%0.20%Q4 2013Q3 202336
SVB WEALTH LLC 36360.09%0.99%3.39%Q4 2014Q3 202336
Gibraltar Capital Management, Inc. 36360.40%0.92%1.31%Q4 2014Q3 202336
Argent Trust Co 36360.22%0.60%1.50%Q4 2014Q3 202336
UBS Group AG 36360.00%0.04%0.15%Q4 2014Q3 202336
Long Road Investment Counsel, LLC 36360.32%0.39%0.52%Q4 2014Q3 202336
BAILARD, INC. 3140.01%0.02%0.06%Q3 2014Q3 202335
CHILTON INVESTMENT CO INC. 3320.01%0.16%0.33%Q4 2013Q3 202235
STEPHENS INC /AR/ 21140.04%0.07%0.11%Q1 2014Q3 202335
Dorsey & Whitney Trust CO LLC 3140.04%0.05%0.06%Q3 2014Q3 202335
Roundview Capital LLC 35350.09%0.22%0.37%Q1 2014Q3 202235
BTC Capital Management, Inc. 3140.04%0.13%0.21%Q3 2014Q3 202335
KINGS POINT CAPITAL MANAGEMENT 3320.37%0.59%1.20%Q2 2013Q1 202235
ROPES WEALTH ADVISORS LLC 35350.17%0.48%1.03%Q1 2015Q3 202335
PINNACLE FINANCIAL PARTNERS INC 3140.02%0.28%1.17%Q3 2014Q3 202335
Oxbow Advisors, LLC 3140.01%0.05%0.09%Q3 2014Q3 202335
FIRST MIDWEST BANK TRUST DIVISION 35350.21%0.34%0.56%Q2 2013Q4 202135
COURIER CAPITAL LLC 3140.03%0.05%0.16%Q3 2014Q3 202335
TDAM USA INC. 35351.26%2.44%4.22%Q2 2013Q4 202135
Country Club Trust Company, n.a. 35350.05%0.07%0.11%Q2 2013Q4 202135
People's United Financial, Inc. 18170.02%0.29%0.66%Q2 2013Q1 202235
Pictet North America Advisors SA 2960.19%0.40%0.76%Q4 2013Q3 202235
Cubic Asset Management, LLC 3140.06%0.10%0.15%Q3 2014Q3 202335
EXCALIBUR MANAGEMENT CORP 3140.19%0.32%0.55%Q3 2014Q3 202335
Brookstone Capital Management 3050.02%0.03%0.04%Q3 2014Q2 202335
FIRST NATIONAL TRUST CO 3140.03%0.05%0.14%Q3 2014Q3 202335
Gibson Capital, LLC 3140.06%1.09%3.02%Q3 2014Q3 202335
BANK OF NOVA SCOTIA 1340.00%0.02%0.19%Q1 2013Q3 202335
WATERS PARKERSON & CO., LLC 3140.02%0.03%0.03%Q3 2014Q3 202335
STEADFAST CAPITAL MANAGEMENT LP 3140.00%0.01%0.02%Q3 2014Q3 202335
MACKENZIE FINANCIAL CORP 1720.00%0.42%1.24%Q2 2013Q1 202335
GHP Investment Advisors, Inc. 35350.06%0.11%0.16%Q2 2013Q4 202135
Canal Capital Management, LLC 35350.41%0.65%0.92%Q4 2014Q2 202335
Alpha Cubed Investments, LLC 3050.03%0.07%0.23%Q3 2014Q2 202335
Glenview Trust Co 2110.08%0.13%0.18%Q4 2008Q3 202335
TRUST CO OF VIRGINIA /VA 3140.03%0.06%0.18%Q3 2014Q3 202335
First Horizon Advisors, Inc. 2510.02%0.03%0.07%Q4 2013Q3 202335
Capital Planning Advisors, LLC 20140.27%0.40%0.61%Q4 2014Q2 202334
Pekin Hardy Strauss, Inc. 24100.02%0.06%0.10%Q1 2013Q4 202134
Barry Investment Advisors, LLC 3130.07%0.11%0.21%Q4 2014Q3 202334
BINGHAM OSBORN & SCARBOROUGH LLC 34340.11%0.16%0.23%Q2 2013Q3 202134
Fiduciary Group LLC 34340.10%0.16%0.20%Q2 2015Q3 202334
PITTENGER & ANDERSON INC 2110.09%0.92%1.22%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.08%0.12%0.18%Q2 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.01%0.05%Q2 2015Q3 202334
Ninety One SA (PTY) Ltd 34343.54%13.51%18.54%Q2 2015Q3 202334
DONALDSON CAPITAL MANAGEMENT, LLC 2910.02%0.03%0.12%Q3 2014Q3 202334
Cohen Klingenstein LLC 34340.16%0.33%0.46%Q2 2013Q3 202134
AQR Capital Management 34340.00%0.02%0.06%Q2 2015Q3 202334
LVM CAPITAL MANAGEMENT LTD/MI 2820.06%0.07%0.08%Q3 2014Q3 202334
NOTTINGHAM ADVISORS, INC. 3040.03%0.33%0.54%Q3 2014Q3 202334
FARR MILLER & WASHINGTON LLC/DC 34340.04%0.06%0.08%Q2 2013Q3 202134
Birch Hill Investment Advisors LLC 34340.02%0.08%0.15%Q2 2013Q3 202134
EAGLE CAPITAL MANAGEMENT LLC 34340.01%0.13%0.47%Q2 2013Q3 202134
NorthRock Partners, LLC 3130.03%0.07%0.14%Q4 2014Q3 202334
SALEM INVESTMENT COUNSELORS INC 3310.00%0.30%0.48%Q2 2013Q1 202234
Aureus Asset Management, LLC 2040.03%0.11%0.32%Q3 2014Q3 202334
Homrich & Berg 3210.05%0.30%0.65%Q2 2013Q3 202133
TOMPKINS FINANCIAL CORP 2820.05%0.08%0.15%Q2 2013Q4 202133
BADGLEY PHELPS & BELL INC 33330.06%0.12%0.21%Q2 2013Q2 202133
BERKSHIRE ASSET MANAGEMENT LLC/PA 1830.02%0.06%0.10%Q2 2013Q3 202333
FIRST INTERSTATE BANK 1490.12%0.21%0.38%Q2 2013Q3 202333
MONETA GROUP INVESTMENT ADVISORS LLC 33330.02%0.24%0.56%Q3 2015Q3 202333
MERITAGE PORTFOLIO MANAGEMENT 33330.04%0.13%0.20%Q3 2015Q3 202333
ProVise Management Group, LLC 2220.04%0.08%0.10%Q2 2013Q3 202333
ANCHOR CAPITAL ADVISORS LLC 33330.01%0.07%0.14%Q2 2013Q2 202133
BIGLARI CAPITAL CORP. 2850.04%1.22%7.85%Q1 2015Q3 202333
Renaissance Technologies 3010.00%0.14%1.05%Q3 2013Q3 202333
USCA RIA LLC 33330.12%0.46%0.93%Q2 2013Q2 202133
LOWE BROCKENBROUGH & CO INC 33330.04%0.18%0.25%Q2 2013Q2 202133
JPMORGAN CHASE & CO 33330.01%0.02%0.04%Q3 2015Q3 202333
ELM ADVISORS, LLC 33333.27%3.99%4.69%Q4 2013Q4 202133
Quaker Capital Investments, LLC 2630.08%0.13%0.20%Q4 2014Q3 202333
Fiera Capital Corp 2580.00%0.01%0.02%Q2 2015Q3 202333
CAPITAL COUNSEL LLC/NY 33330.04%0.11%0.21%Q2 2013Q2 202133
Manitou Investment Management Ltd. 33330.29%0.63%1.07%Q3 2015Q3 202333
WADE G W & INC 2810.07%0.33%0.65%Q4 2014Q3 202333
HOWLAND CAPITAL MANAGEMENT LLC 3110.37%0.94%1.48%Q2 2013Q3 202333
NORTHWESTERN UNIVERSITY 323250.51%77.98%97.87%Q4 2015Q3 202332
Bellecapital International Ltd. 1510.12%0.64%1.68%Q3 2014Q3 202332
First Dallas Securities Inc. 1240.12%0.24%0.38%Q3 2014Q2 202332
Archford Capital Strategies, LLC 2210.08%0.11%0.15%Q1 2015Q3 202332
First PREMIER Bank 32320.33%0.60%1.18%Q4 2015Q3 202332
Narwhal Capital Management 32320.23%0.37%0.56%Q4 2015Q3 202332
Eagle Ridge Investment Management 32320.05%0.33%0.64%Q3 2015Q2 202332
MITCHELL MCLEOD PUGH & WILLIAMS INC 2930.14%0.20%0.40%Q4 2014Q1 202332
Well Done, LLC 32322.16%10.78%13.90%Q4 2015Q3 202332
SCHNIEDERS CAPITAL MANAGEMENT LLC 1640.10%0.12%0.15%Q3 2014Q3 202332
WENDELL DAVID ASSOCIATES INC 3110.04%0.05%0.06%Q2 2015Q3 202332
Coastal Bridge Advisors, LLC 32320.48%0.78%1.34%Q4 2015Q3 202332
S. MUOIO & CO. LLC 32320.18%0.62%1.87%Q4 2014Q3 202232
MILLENNIUM MANAGEMENT LLC 1210.00%0.01%0.06%Q2 2013Q3 202332
Oakworth Capital, Inc. 32320.04%0.06%0.08%Q4 2015Q3 202332
Alexandria Capital, LLC 20120.19%0.33%0.54%Q2 2013Q3 202132
GREAT LAKES ADVISORS, LLC 19130.00%0.34%1.40%Q2 2013Q3 202332
CIBC Asset Management Inc 1640.00%0.01%0.05%Q2 2013Q3 202332
Madrona Financial Services, LLC 31310.18%0.24%0.33%Q1 2016Q3 202331
Kovitz Investment Group Partners, LLC 31310.06%0.12%0.20%Q1 2016Q3 202331
Dalton Investments LLC 31310.35%0.84%1.29%Q2 2013Q4 202031
RAYMOND JAMES & ASSOCIATES 31310.05%0.06%0.08%Q1 2016Q3 202331
PAYDEN & RYGEL 31310.02%0.03%0.07%Q2 2013Q4 202031
Community Bank & Trust, Waco, Texas 2560.08%0.78%0.93%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.02%0.04%0.09%Q1 2016Q3 202331
Simmons Bank 31310.04%0.14%0.44%Q1 2016Q3 202331
America First Investment Advisors, LLC 2471.87%2.77%3.35%Q2 2013Q3 202331
Edmonds Duncan Registered Investment Advisors, LLC 31310.12%0.15%0.45%Q1 2016Q3 202331
Aperio Group, LLC 31310.01%0.02%0.05%Q2 2013Q4 202031
TRUE Private Wealth Advisors 31310.04%0.06%0.08%Q1 2016Q3 202331
PATHSTONE FAMILY OFFICE, LLC 31310.95%14.09%50.72%Q1 2016Q3 202331
Waldron Private Wealth LLC 2810.03%0.28%1.37%Q4 2013Q3 202331
CONNING INC. 2470.02%0.04%0.15%Q2 2013Q3 202131
Steamboat Capital Partners, LLC 31310.05%0.15%0.32%Q1 2016Q3 202331
Weitz Investment Management 31310.40%4.47%8.36%Q2 2013Q4 202031
M&R CAPITAL MANAGEMENT INC 31310.06%0.23%0.58%Q2 2016Q4 202331
PARAMETRIC PORTFOLIO ASSOCIATES LLC 3010.00%0.03%0.06%Q2 2014Q1 202231
Venturi Wealth Management, LLC 31310.03%0.07%0.17%Q1 2016Q3 202331
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 31310.05%0.08%0.14%Q2 2013Q4 202031
Aviance Capital Partners, LLC 31310.63%0.93%1.49%Q1 2016Q3 202331
Akre Capital Management 31310.01%0.20%0.45%Q2 2013Q4 202031
Oliver Luxxe Assets LLC 3011.09%1.54%2.06%Q4 2015Q3 202331
Jacobi Capital Management LLC 30300.25%0.37%0.74%Q2 2016Q3 202330
Brown Advisory Securities, LLC 2640.05%0.09%0.39%Q3 2014Q2 202230
SECURITY ASSET MANAGEMENT 1730.14%0.21%0.27%Q4 2014Q1 202330
Stearns Financial Services Group 30300.08%0.13%0.15%Q2 2013Q3 202030
WEYBOSSET RESEARCH & MANAGEMENT LLC 30300.31%0.37%0.52%Q2 2013Q3 202030
Sheaff Brock Investment Advisors, LLC 2730.34%0.45%0.63%Q4 2015Q3 202330
Analyst IMS Investment Management Services Ltd. 1910.00%0.07%0.11%Q2 2015Q3 202330
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.54%9.68%18.29%Q2 2013Q3 202030
Frontier Wealth Management LLC 30300.06%0.34%1.45%Q1 2015Q2 202230
KELLEHER FINANCIAL ADVISORS 1820.96%3.73%15.36%Q4 2014Q3 202330
Virtu Financial LLC 1520.07%4.65%21.62%Q2 2013Q2 202230
WILKINS INVESTMENT COUNSEL INC 30300.20%0.26%0.31%Q1 2014Q2 202130
BRIGHTON JONES LLC 2730.13%0.20%0.31%Q1 2016Q3 202330
NORTH AMERICAN MANAGEMENT CORP 30300.04%0.09%0.14%Q4 2013Q1 202130
TD ASSET MANAGEMENT INC 2820.00%0.01%0.01%Q2 2013Q1 202330
Violich Capital Management, Inc. 30300.18%0.21%0.26%Q2 2013Q3 202030
Reilly Herbert Faulkner III 30300.53%0.97%1.43%Q4 2013Q1 202130
FAS Wealth Partners, Inc. 2910.05%0.10%0.17%Q1 2016Q3 202330
V Wealth Advisors LLC 2190.12%0.25%0.43%Q1 2016Q3 202330
WIMMER ASSOCIATES 1, LLC 2190.19%0.39%0.66%Q1 2016Q3 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1620.00%0.00%0.01%Q2 2015Q3 202330
GREAT WEST LIFE ASSURANCE CO /CAN/ 2110.03%0.09%0.14%Q4 2013Q3 202130
Glovista Investments LLC 2240.02%0.07%0.14%Q2 2013Q2 202130
HALL CAPITAL MANAGEMENT CO INC 1730.22%0.27%0.34%Q4 2014Q3 202330
CAMPBELL NEWMAN ASSET MANAGEMENT INC 30300.11%0.13%0.16%Q2 2013Q3 202030
Trust Co 2610.14%0.34%0.81%Q1 2015Q1 202330
Arvest Bank Trust Division 29290.03%0.04%0.13%Q3 2014Q3 202129
Tikvah Management LLC 29291.36%6.23%10.03%Q1 2014Q1 202129
Gruss & Co., LLC 29291.79%2.97%5.13%Q2 2013Q2 202029
JRM Investment Counsel, LLC 2812.19%3.64%5.72%Q4 2014Q2 202329
Beaumont Financial Partners, LLC 2720.03%0.04%0.07%Q2 2015Q3 202229
First Allied Advisory Services, Inc. 2540.01%0.08%0.20%Q2 2013Q3 202029
Indiana Trust & Investment Management CO 29290.22%0.35%0.47%Q2 2013Q2 202029
BAMCO INC /NY/ 29290.00%0.00%0.00%Q3 2016Q3 202329
ROYAL LONDON ASSET MANAGEMENT LTD 1710.00%0.37%0.67%Q2 2013Q3 202329
American Investment Services, Inc. 29290.09%0.10%0.12%Q2 2016Q2 202329
Mariner, LLC 1350.06%0.22%0.43%Q2 2013Q3 202329
SECURITY NATIONAL BANK OF SO DAK 2720.28%0.42%2.88%Q2 2016Q3 202329
Prospera Financial Services Inc 1010.02%0.04%0.12%Q3 2014Q3 202329
Onex Canada Asset Management Inc. 2510.01%1.18%3.31%Q1 2014Q3 202329
JBF Capital, Inc. 16130.98%1.88%3.64%Q2 2013Q3 202029
TIEDEMANN ADVISORS, LLC 29290.04%0.13%0.28%Q3 2016Q3 202329
WEDGEWOOD INVESTORS INC /PA/ 2540.11%0.37%0.64%Q3 2014Q1 202229
HUTNER CAPITAL MANAGEMENT INC 292910.46%13.41%16.95%Q3 2016Q3 202329
FIDUCIARY TRUST INTERNATIONAL LLC 29291.62%2.93%4.43%Q2 2013Q2 202029
Sandy Spring Bank 2630.02%0.07%0.32%Q2 2013Q3 202029
Courant Investment Management LLC 28281.67%3.03%5.86%Q4 2016Q3 202328
RBO & CO LLC 28280.32%0.38%0.48%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.03%0.07%0.11%Q4 2016Q3 202328
COMMERZBANK AKTIENGESELLSCHAFT /FI 28280.03%0.09%0.18%Q2 2013Q1 202028
BRR OpCo, LLC 1466.03%9.99%16.61%Q2 2013Q3 202228
Tufton Capital Management 2440.04%0.06%0.08%Q3 2014Q4 202128
Citadel Advisors 810.00%0.00%0.00%Q3 2013Q3 202328
BOYS ARNOLD & CO INC 28280.45%0.68%1.60%Q2 2013Q1 202028
Caprock Group, LLC 1830.08%0.20%0.49%Q4 2014Q3 202328
AE Wealth Management LLC 28280.01%0.07%0.21%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.06%0.14%0.19%Q4 2016Q3 202328
Mercer Capital Advisers, Inc. 28280.17%0.36%0.61%Q4 2014Q3 202128
ARTHUR M. COHEN & ASSOCIATES, LLC 2412.24%3.99%7.62%Q3 2014Q3 202328
CAPITAL CITY TRUST CO/FL 2310.08%0.11%0.14%Q2 2013Q3 202128
1ST SOURCE BANK 1990.02%0.03%0.08%Q2 2013Q3 202028
International Value Advisers 2628.80%12.73%16.56%Q3 2013Q4 202028
Harbor Advisors LLC 28280.07%0.10%0.12%Q4 2016Q3 202328
STONEBRIDGE CAPITAL MANAGEMENT INC 28280.10%0.26%0.99%Q4 2016Q3 202328
Ironwood Investment Counsel, LLC 1250.16%0.70%1.27%Q2 2013Q3 202328
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28280.38%0.77%1.36%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.00%0.01%0.06%Q4 2016Q3 202328
BigSur Wealth Management LLC 28284.80%6.43%8.13%Q4 2016Q3 202328
Janney Montgomery Scott LLC 1810.06%0.12%0.27%Q3 2013Q3 202328
Arlington Value Capital 28280.88%2.19%7.84%Q2 2013Q1 202028
Cannell Capital 28280.99%1.56%2.10%Q2 2013Q1 202028
TWIN FOCUS CAPITAL PARTNERS, LLC 2170.09%0.91%4.32%Q2 2016Q2 202328
TOWER BRIDGE ADVISORS 28280.03%0.03%0.05%Q4 2016Q3 202328
Capital Investment Advisors, LLC 28280.02%0.04%0.06%Q1 2017Q4 202328
GIRARD PARTNERS LTD. 2210.10%0.12%0.23%Q2 2015Q3 202328
ELKHORN PARTNERS LIMITED PARTNERSHIP 28287.28%11.34%17.38%Q4 2016Q3 202328
Sabal Trust CO 2620.02%0.05%0.06%Q2 2013Q3 202328
FARLEY CAPITAL L.P. 1640.14%0.37%0.62%Q3 2014Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.02%0.44%1.11%Q4 2016Q3 202328
WealthPLAN Partners, LLC 2010.00%0.63%1.88%Q1 2015Q2 202328
STERLING INVESTMENT MANAGEMENT, LLC 28281.45%2.11%4.18%Q4 2016Q3 202328
Financial Advisory Group 28280.08%0.10%0.43%Q4 2016Q3 202328
Family Legacy, Inc. 27270.32%0.47%1.40%Q1 2017Q3 202327
Kavar Capital Partners, LLC 2520.10%0.14%0.18%Q4 2013Q3 202027
Heritage Trust Co 27270.21%0.28%0.50%Q1 2017Q3 202327
Omnia Family Wealth, LLC 27270.12%0.50%0.76%Q1 2017Q3 202327
Cerity Partners LLC 27270.01%0.04%0.10%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.05%0.09%0.23%Q1 2017Q3 202327
Vantage Investment Partners, LLC 27271.83%4.25%7.80%Q2 2013Q4 201927
Security National Bank 27271.36%2.09%3.37%Q1 2017Q3 202327
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1220.00%0.03%0.06%Q4 2013Q3 202327
Whitnell & Co. 27270.35%0.49%0.68%Q2 2013Q4 201927
Cornerstone Wealth Management, LLC 1430.00%0.11%0.20%Q3 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.10%0.15%0.19%Q2 2013Q4 201927
Jackson, Grant Investment Advisers, Inc. 2520.18%0.34%0.51%Q2 2016Q3 202327
DAVIS CAPITAL PARTNERS, LLC 27272.60%3.42%4.43%Q4 2015Q2 202227
Nicholas Hoffman & Company, LLC. 27270.12%1.11%2.46%Q1 2017Q3 202327
Versant Capital Management, Inc 2340.16%0.26%0.34%Q3 2016Q4 202327
NORTHWEST WEALTH MANAGEMENT, LLC 27270.36%0.62%1.04%Q4 2016Q2 202327
Stratos Wealth Partners, LTD. 2010.03%0.06%0.08%Q4 2015Q3 202327
RWA WEALTH PARTNERS, LLC 2610.01%0.20%0.32%Q4 2016Q3 202327
GREENLEAF TRUST 1540.01%0.03%0.11%Q3 2014Q3 202327
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2430.05%0.07%0.10%Q4 2016Q3 202327
JARISLOWSKY, FRASER Ltd 27270.00%0.00%0.01%Q1 2017Q3 202327
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2150.24%0.39%0.49%Q2 2013Q3 202326
Goldstein Munger & Associates 14121.43%2.71%4.65%Q3 2010Q1 201726
ALESCO ADVISORS LLC 26260.01%0.06%0.08%Q2 2014Q3 202026
ST GERMAIN D J CO INC 2330.00%0.03%0.04%Q2 2017Q4 202326
AUGUSTINE ASSET MANAGEMENT INC 26261.08%1.32%1.60%Q1 2017Q2 202326
Segment Wealth Management, LLC 26263.31%4.13%5.40%Q2 2017Q3 202326
Kenmare Capital Partners, L.L.C. 26260.77%2.50%4.82%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.09%0.16%0.21%Q2 2013Q3 201926
INGALLS & SNYDER LLC 1220.20%0.28%0.34%Q2 2016Q3 202326
PUZO MICHAEL J 2110.13%1.78%2.58%Q3 2014Q3 202326
Continuum Advisory, LLC 26260.29%0.64%1.01%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.09%0.20%0.33%Q1 2016Q2 202226
BB&T SECURITIES, LLC 26260.02%0.04%0.08%Q2 2013Q3 201926
Moon Capital Management, LLC 26260.01%1.31%1.92%Q1 2014Q2 202026
Garner Asset Management Corp 26260.17%0.23%0.30%Q2 2017Q3 202326
Keeley-Teton Advisors, LLC 1790.02%0.08%0.15%Q1 2017Q3 202326
Ahrens Investment Partners LLC 26260.11%0.16%0.23%Q4 2016Q1 202326
New Capital Management LP 1810.18%0.45%0.85%Q4 2016Q3 202326
Bridgeworth, LLC 2330.12%0.22%0.36%Q4 2016Q3 202326
CWA Asset Management Group, LLC 2330.20%0.58%4.69%Q4 2016Q2 202326
Kingfisher Capital LLC 26260.11%0.39%0.65%Q4 2016Q1 202326
Perkins Coie Trust Co 26260.11%0.14%0.16%Q2 2017Q3 202326
Summit Financial Strategies, Inc. 26260.12%0.42%0.92%Q4 2014Q1 202126
Sargent Bickham Lagudis LLC 2420.03%0.30%0.56%Q1 2016Q4 202226
Atria Investments, Inc 2150.04%0.06%0.12%Q1 2017Q3 202326
CHICAGO TRUST Co NA 26260.11%0.29%0.67%Q2 2017Q3 202326
Northeast Financial Consultants Inc 1070.10%0.33%0.48%Q4 2013Q3 202026
Aldebaran Financial Inc. 25250.30%0.55%0.77%Q4 2013Q4 201925
BAR HARBOR WEALTH MANAGEMENT 25250.03%0.04%0.05%Q4 2016Q4 202225
BLB&B Advisors, LLC 25250.04%0.08%0.11%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.23%0.45%0.70%Q3 2017Q3 202325
COBIZ WEALTH, LLC 25250.14%0.21%0.31%Q2 2013Q2 201925
Skandinaviska Enskilda Banken AB (publ) 2230.01%0.07%0.12%Q1 2016Q2 202225
Silverleafe Capital Partners, LLC 25254.25%8.01%15.27%Q4 2017Q4 202325
Tortoise Investment Management, LLC 25250.16%0.23%0.34%Q4 2012Q4 201825
abrdn plc 25250.03%0.05%0.08%Q3 2017Q3 202325
RMB Capital Management, LLC 2310.01%0.07%0.34%Q2 2016Q2 202325
BEACON INVESTMENT ADVISORY SERVICES, INC. 25250.05%0.11%0.28%Q1 2016Q1 202225
Cheviot Value Management, LLC 25250.13%0.19%0.27%Q4 2013Q4 201925
BANK OF THE WEST 2320.03%0.12%0.25%Q2 2013Q2 202225
Orca Investment Management, LLC 2410.26%0.53%1.01%Q4 2013Q4 202025
CapWealth Advisors, LLC 1410.10%0.14%0.25%Q2 2013Q3 202325
Lee Financial Co 25250.07%0.08%0.14%Q4 2016Q4 202225
Checchi Capital Advisers, LLC 2310.02%0.04%0.05%Q2 2015Q1 202225
SMITH, MOORE & CO. 25250.06%0.07%0.08%Q3 2017Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.05%0.17%0.32%Q2 2013Q2 201925
Shelter Ins Retirement Plan 25253.66%4.45%5.24%Q2 2013Q2 201925
PICTET BANK & TRUST Ltd 25250.13%0.26%0.42%Q4 2013Q4 201925
FULTON BANK, N.A. 25250.02%0.03%0.04%Q4 2016Q4 202225
WHEATLAND ADVISORS INC 25250.69%0.92%1.63%Q4 2013Q4 201925
HOPLITE CAPITAL MANAGEMENT, L.P. 25250.01%0.03%0.12%Q2 2013Q2 201925
Fairholme Capital Management 14110.01%0.03%0.05%Q2 2013Q3 202325
FISHMAN JAY A LTD/MI 25250.08%0.10%0.13%Q2 2013Q2 201925
Giverny Capital 25250.09%0.17%0.26%Q3 2017Q3 202325
SANTA MONICA PARTNERS LP 24240.74%1.20%1.68%Q4 2017Q3 202324
KORNITZER CAPITAL MANAGEMENT INC /KS 2040.00%0.00%0.01%Q3 2014Q4 202024
Milestone Advisory Partners 24240.19%0.72%1.31%Q4 2017Q3 202324
Clear Harbor Asset Management, LLC 2040.01%0.06%0.08%Q3 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 1860.01%0.06%0.11%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.15%0.17%0.20%Q4 2017Q3 202324
UNDERHILL INVESTMENT MANAGEMENT LLC 24240.96%1.43%2.34%Q2 2013Q1 201924
IHT Wealth Management, LLC 24240.00%0.05%0.12%Q2 2017Q1 202324
WoodTrust Financial Corp 24241.04%1.36%1.73%Q4 2017Q3 202324
NVWM, LLC 24240.14%0.18%0.23%Q4 2017Q3 202324
Pegasus Asset Management, Inc. 24240.18%0.23%0.30%Q4 2017Q3 202324
COLONY GROUP LLC 1860.00%2.13%3.55%Q3 2014Q3 202324
Gryphon Financial Partners LLC 24240.08%0.17%0.37%Q4 2017Q3 202324
LexAurum Advisors, LLC 24242.55%3.63%5.90%Q4 2017Q3 202324
Fort Point Capital Partners LLC 2310.10%1.42%2.96%Q3 2016Q3 202324
Allied Investment Advisors, LLC 24240.29%0.37%0.50%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24241.48%2.46%4.83%Q4 2017Q3 202324
ZEKE CAPITAL ADVISORS, LLC 24240.03%0.12%0.31%Q1 2017Q4 202224
CONCENTRIC WEALTH MANAGEMENT, LLC 1710.12%0.18%0.24%Q4 2016Q2 202324
Congress Park Capital LLC 24240.20%0.25%0.34%Q4 2017Q3 202324
Financial Partners Group, Inc 24240.10%0.21%0.47%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.12%0.16%0.26%Q4 2017Q3 202324
LOEB PARTNERS CORP 24242.50%3.19%6.19%Q2 2013Q1 201924
Centerpoint Advisors, LLC 24240.81%1.25%1.84%Q4 2017Q3 202324
OneDigital Investment Advisors LLC 1680.09%0.88%2.58%Q2 2017Q2 202324
Cetera Investment Advisers 12120.02%0.22%0.65%Q4 2015Q3 202324
Aquamarine Capital Management, LLC 2313.98%5.29%7.21%Q4 2014Q2 202224
Avondale Wealth Management 24240.49%1.82%3.11%Q4 2017Q3 202324
Laurel Wealth Advisors, Inc. 1950.05%0.08%0.15%Q4 2016Q4 202224
TIRSCHWELL & LOEWY INC 24240.18%0.23%0.28%Q2 2013Q1 201924
Torch Wealth Management LLC 24240.77%0.98%1.16%Q1 2014Q4 201924
McKinley Carter Wealth Services, Inc. 24240.03%0.11%0.31%Q4 2017Q3 202324
Family Management Corp 1810.08%0.30%0.83%Q2 2013Q2 202124
Steinberg Global Asset Management 24240.16%0.21%0.29%Q2 2013Q1 201924
Cadence Bank 24240.04%0.13%0.20%Q4 2017Q3 202324
Fiduciary Trust Co International of Pennsylvania 24240.04%0.30%1.49%Q2 2014Q1 202024
D'Orazio & Associates, Inc. 1820.09%0.11%0.15%Q4 2013Q2 202024
JONES FINANCIAL COMPANIES LLLP 1010.00%0.00%0.01%Q3 2014Q3 202224
Parisi Gray Wealth Management 24240.15%0.20%0.31%Q4 2017Q3 202324
Fernwood Investment Management, LLC 24240.41%0.71%1.18%Q4 2017Q3 202324
Weil Company, Inc. 24241.87%2.25%2.80%Q4 2017Q3 202324
Round Table Services, LLC 1340.09%0.55%2.27%Q2 2013Q2 202024
BURNEY CO/ 23230.02%0.02%0.04%Q4 2017Q2 202323
Seneca House Advisors 2210.45%0.59%0.86%Q4 2017Q3 202323
CITIZENS FINANCIAL GROUP INC/RI 1310.02%0.20%0.56%Q4 2015Q3 202323
CIBC Private Wealth Group, LLC 1130.00%0.00%0.03%Q3 2017Q3 202323
Biechele Royce Advisors 23230.18%0.75%0.88%Q4 2017Q2 202323
TELEMUS CAPITAL, LLC 1530.02%0.04%0.06%Q3 2014Q3 202323
Ruane, Cunniff & Goldfarb L.P. 23231.16%4.50%9.12%Q1 2018Q3 202323
Cypress Capital Management LLC (WY) 23230.27%0.42%0.63%Q1 2018Q3 202323
Mountain Lake Investment Management LLC 23230.08%0.33%2.65%Q2 2013Q4 201823
Carnegie Capital Asset Management, LLC 2030.13%0.31%0.86%Q4 2017Q3 202323
Horizon Kinetics 23230.09%0.25%0.56%Q2 2013Q4 201823
Stonehage Fleming Financial Services Holdings Ltd 1580.12%0.15%0.31%Q3 2016Q2 202223
IFP Advisors, Inc 1110.00%0.10%0.54%Q4 2015Q3 202223
Cable Hill Partners, LLC 23231.32%6.41%29.18%Q1 2018Q3 202323
Monument Capital Management 23230.20%0.31%0.57%Q4 2017Q2 202323
1834 INVESTMENT ADVISORS CO 23230.04%0.05%0.07%Q4 2017Q2 202323
SIMON QUICK ADVISORS, LLC 1730.96%2.93%5.32%Q2 2017Q3 202323
Meristem Family Wealth, LLC 1630.08%0.14%0.24%Q2 2013Q3 201923
TRUST DEPARTMENT MB FINANCIAL BANK N A 23230.03%0.06%0.08%Q2 2013Q4 201823
X-Square Capital, LLC 1940.18%0.29%0.63%Q4 2017Q3 202323
STALEY CAPITAL ADVISERS INC 23230.13%0.14%0.16%Q2 2013Q4 201823
ALPINE WOODS CAPITAL INVESTORS, LLC 23230.03%0.06%0.09%Q1 2018Q3 202323
FIRST QUADRANT LLC/CA 23230.01%0.02%0.03%Q2 2013Q4 201823
Oak Grove Capital LLC 23230.16%0.51%1.24%Q4 2017Q2 202323
Avalon Investment & Advisory 23230.45%0.63%0.94%Q3 2017Q1 202323
BerganKDV Wealth Management, LLC 23230.05%0.06%0.13%Q4 2017Q2 202323
Cornell Pochily Investment Advisors, Inc. 2120.96%2.27%2.97%Q4 2017Q3 202323
Wealth Alliance Advisory Group, LLC 23230.31%0.38%0.46%Q1 2018Q3 202323
Barnett & Company, Inc. 23230.14%0.25%0.38%Q4 2017Q2 202323
Vivaldi Capital Management LP 2210.06%0.27%3.79%Q1 2017Q2 202323
Windsor Wealth Management, Inc. 2120.08%0.30%1.02%Q4 2017Q3 202323
HighPoint Advisor Group LLC 2010.16%0.62%1.54%Q3 2015Q2 202222
DeDora Capital, Inc. 1660.48%0.63%0.81%Q4 2017Q2 202322
ADVISOR PARTNERS LLC 22220.05%0.09%0.23%Q1 2017Q2 202222
Measured Wealth Private Client Group, LLC 2110.13%0.19%0.38%Q3 2017Q2 202322
Bank Pictet & Cie (Europe) AG 22220.52%1.51%2.77%Q2 2018Q3 202322
Rossmore Private Capital 22221.06%1.42%2.91%Q2 2018Q3 202322
ENVESTNET ASSET MANAGEMENT INC 1630.00%0.00%0.01%Q1 2016Q3 202322
Chicago Capital, LLC 22220.02%0.05%0.08%Q2 2018Q3 202322
JGP Wealth Management, LLC 22220.08%0.14%0.26%Q2 2018Q3 202322
Laurel Grove Capital, LLC 22220.74%0.89%1.13%Q2 2013Q3 201822
Rehmann Capital Advisory Group 810.04%0.10%0.49%Q4 2010Q3 201922
Peak Asset Management, LLC 22221.02%1.14%1.43%Q4 2014Q1 202022
EQUITABLE TRUST CO 22220.13%0.20%0.35%Q2 2018Q3 202322
FIRST CITIZENS BANK & TRUST CO 22220.32%1.44%2.37%Q2 2018Q3 202322
ING GROEP NV 22220.00%0.01%0.02%Q2 2014Q3 201922
FIRST HAWAIIAN BANK 2110.01%0.02%0.04%Q2 2013Q3 202322
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2110.16%0.61%3.10%Q4 2017Q3 202322
InterOcean Capital, LLC 1840.04%0.25%0.74%Q3 2014Q2 202022
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1930.02%0.04%0.09%Q1 2018Q3 202322
CI INVESTMENTS INC. 22220.30%0.63%1.23%Q2 2018Q3 202322
Lester Murray Antman dba SimplyRich 1740.29%0.34%0.38%Q4 2017Q2 202321
State of New Jersey Common Pension Fund D 21210.07%0.10%0.12%Q2 2014Q2 201921
ARS Wealth Advisors, LLC 21210.08%0.10%0.11%Q2 2016Q2 202121
Beaton Management Co. Inc. 1010.19%1.79%2.10%Q2 2017Q3 202321
MEITAV INVESTMENT HOUSE LTD 1920.01%0.03%0.09%Q2 2018Q3 202321
PROFESSIONAL ADVISORY SERVICES INC 21210.05%0.07%0.09%Q3 2018Q3 202321
Sand Hill Global Advisors, LLC 860.03%0.17%0.64%Q4 2013Q3 201921
Rockefeller Capital Management L.P. 21210.05%0.12%0.18%Q1 2018Q1 202321
Red Cedar Capital, LLC 21210.76%2.85%3.39%Q4 2017Q4 202221
Seven Post Investment Office LP 21210.11%0.17%0.27%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.14%0.26%0.45%Q2 2013Q2 201821
JNBA Financial Advisors 1470.16%0.18%0.21%Q4 2016Q1 202221
Lourd Capital, LLC 6441.61%55.16%62.02%Q2 2013Q2 201921
AUXIER ASSET MANAGEMENT 1740.04%0.06%0.07%Q3 2014Q1 202021
Pinnacle Bancorp, Inc. 2018.35%22.33%32.37%Q1 2017Q3 202321
Canton Hathaway, LLC 212134.76%48.02%66.95%Q3 2018Q3 202321
Exeter Financial, LLC 21210.22%0.25%0.29%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
RAND WEALTH, LLC 1290.25%0.38%0.54%Q2 2013Q3 201821
FIRST MERCHANTS CORP 1290.04%0.16%0.29%Q3 2017Q3 202321
Moors & Cabot, Inc. 21210.03%0.03%0.05%Q3 2018Q3 202321
CRA Financial Services, LLC 20200.27%0.42%0.88%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.72%0.96%1.32%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.05%0.08%0.12%Q4 2018Q3 202320
FIRST BUSINESS FINANCIAL SERVICES, INC. 20200.05%0.05%0.06%Q2 2016Q1 202120
Evolution Wealth Advisors, LLC 20200.11%0.35%1.24%Q4 2018Q3 202320
SVA Wealth Management, LLC 20200.40%0.46%0.51%Q1 2016Q4 202020
Keystone Financial Group 1821.23%1.53%2.35%Q3 2018Q3 202320
HOURGLASS CAPITAL, LLC 1640.03%0.06%0.10%Q3 2014Q4 201920
BREWIN DOLPHIN LTD 20200.03%0.06%0.08%Q3 2017Q2 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.62%1.48%2.29%Q3 2017Q2 202220
Essex Savings Bank 20202.46%3.00%4.22%Q4 2018Q3 202320
Bizma Investimentos Ltda 20202.12%2.95%4.24%Q4 2018Q3 202320
Motley Fool Asset Management LLC 20201.58%2.77%4.04%Q2 2013Q1 201820
APPLETON PARTNERS INC/MA 1370.04%0.07%0.10%Q2 2013Q4 202320
CENTRAL SECURITIES CORP 20200.44%0.88%2.04%Q4 2015Q3 202020
Creegan & Nassoura Financial Group, LLC 1430.21%0.32%0.40%Q4 2014Q1 202320
Graves Light Lenhart Wealth, Inc. 20200.94%1.19%1.88%Q4 2018Q3 202320
BALDWIN BROTHERS LLC/MA 1190.04%0.07%0.10%Q3 2016Q4 202320
Front Street Capital Management, Inc. 20200.15%0.41%0.83%Q4 2016Q3 202120
Laurel Wealth Advisors LLC 20202.73%3.72%7.36%Q4 2018Q3 202320
DAVIS R M INC 20200.01%0.01%0.02%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.10%0.24%0.41%Q4 2018Q3 202320
SEIZERT CAPITAL PARTNERS, LLC 1640.00%0.01%0.02%Q3 2014Q4 201920
STEWART WEST INDIES TRADING CO., LTD 202023.36%25.93%29.62%Q2 2013Q1 201820
Pflug Koory, LLC 20203.76%4.78%5.84%Q4 2018Q3 202320
Institute for Wealth Management, LLC. 1710.26%0.32%0.50%Q2 2017Q2 202320
Hilltop Holdings Inc. 1640.05%0.07%0.10%Q3 2014Q4 201920
RK Asset Management, LLC 1140.72%1.34%2.05%Q2 2017Q3 202320
Atom Investors LP 20200.10%0.73%2.28%Q4 2018Q3 202320
Sentry Investments Corp. 20201.10%1.46%2.60%Q2 2013Q1 201820
EdgePoint Investment Group Inc. 20201.00%5.00%7.52%Q4 2015Q3 202020
Farmers & Merchants Trust Co of Long Beach 20201.30%1.59%1.88%Q4 2018Q3 202320
MEANS INVESTMENT CO., INC. 20200.08%0.19%0.51%Q4 2018Q3 202320
REGENTATLANTIC CAPITAL LLC 1820.00%0.10%0.21%Q2 2015Q3 202220
AVANTAX ADVISORY SERVICES, INC. 20200.05%0.09%0.31%Q4 2018Q3 202320
Hi-Line Capital Management, LLC 20207.15%8.52%10.38%Q4 2018Q3 202320
Livforsakringsbolaget Skandia, Omsesidigt 20200.02%0.09%0.36%Q2 2013Q1 201820
jvl associates llc 1630.25%0.29%0.34%Q4 2018Q3 202319
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 1320.06%0.08%0.10%Q3 2014Q4 201919
New England Private Wealth Advisors LLC 1540.08%0.08%0.09%Q3 2014Q3 201919
CIDEL ASSET MANAGEMENT INC 19190.10%0.15%0.21%Q1 2019Q3 202319
Ruane, Cunniff & Goldfarb 19198.67%10.72%14.28%Q2 2013Q4 201719
NEXT Financial Group, Inc 19190.06%0.32%1.93%Q2 2014Q4 201819
DIMENSION CAPITAL MANAGEMENT LLC 19190.51%0.71%1.02%Q1 2019Q3 202319
Summit Trail Advisors, LLC 1030.02%0.06%0.20%Q3 2018Q3 202319
Bremer Bank National Association 19190.51%0.79%1.38%Q1 2019Q3 202319
Davide Leone & Partners Investment Co Ltd. 19190.02%0.63%7.82%Q1 2019Q3 202319
Artemis Wealth Advisors, LLC 1630.06%0.13%0.25%Q4 2017Q3 202319
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 19190.03%0.41%0.59%Q2 2013Q4 201719
OUTFITTER ADVISORS, LTD. 19190.14%0.17%0.20%Q2 2013Q4 201719
Lindbrook Capital, LLC 1450.06%0.17%0.30%Q4 2018Q3 202319
Lavaca Capital LLC 19190.10%0.36%0.79%Q1 2019Q3 202319
ENTERPRISE FINANCIAL SERVICES CORP 19190.06%1.09%3.67%Q1 2019Q3 202319
Strategic Investment Advisors / MI 19190.07%0.11%0.21%Q1 2019Q3 202319
Harfst & Associates, Inc. 19190.23%0.25%0.29%Q4 2018Q2 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.06%0.14%Q1 2019Q3 202319
RVW Wealth, LLC 1810.00%0.06%0.15%Q1 2019Q4 202319
Bouchey Financial Group Ltd 1220.08%0.21%2.32%Q2 2014Q3 202219
Boothe Investment Group, Inc. 1420.44%0.58%0.91%Q2 2018Q3 202319
Principle Wealth Partners LLC 19190.27%0.50%0.98%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19190.82%4.85%18.62%Q2 2013Q4 201719
Darwin Wealth Management, LLC 1090.13%0.26%0.53%Q2 2016Q1 202119
Altium Wealth Management LLC 19190.15%0.28%0.60%Q4 2017Q2 202219
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.08%0.14%Q1 2019Q3 202319
RHUMBLINE ADVISERS 19190.00%0.01%0.01%Q1 2019Q3 202319
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 19190.00%0.01%0.01%Q1 2019Q3 202319
Winslow, Evans & Crocker, Inc. 19190.06%0.08%0.10%Q2 2016Q4 202019
Kelman-Lazarov, Inc. 19190.36%0.52%0.82%Q1 2019Q3 202319
ALERUS FINANCIAL NA 19190.03%0.04%0.05%Q1 2019Q3 202319
WEALTHSOURCE PARTNERS, LLC 1360.04%0.24%0.88%Q1 2016Q2 202119
Utah Retirement Systems 19190.02%0.26%0.38%Q1 2019Q3 202319
CROFT-LEOMINSTER INC 19190.15%0.20%0.28%Q2 2013Q4 201719
Crescent Grove Advisors, LLC 19190.04%0.05%0.07%Q1 2019Q3 202319
Schoolcraft Capital LLC 19190.26%0.31%0.39%Q1 2019Q3 202319
PREMIER ASSET MANAGEMENT LLC 18180.00%0.09%0.31%Q3 2017Q4 202118
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1220.00%0.23%0.68%Q2 2017Q4 202218
NATIXIS 510.00%0.01%0.01%Q2 2013Q4 202118
MIDWEST INVESTMENT MANAGEMENT LLC 18182.12%2.84%3.72%Q2 2013Q3 201718
MASSMUTUAL TRUST CO FSB/ADV 1080.02%0.03%0.05%Q3 2018Q4 202318
Stellar Capital Management, LLC 1510.37%0.41%0.50%Q4 2013Q2 202018
Commonwealth Equity Services, Inc 18180.15%0.20%0.25%Q2 2013Q3 201718
BREMER TRUST NATIONAL ASSOCIATION 18180.41%0.49%0.60%Q3 2014Q4 201818
Bath Savings Trust Co 1710.07%0.11%0.13%Q2 2015Q1 202318
NOVARE CAPITAL MANAGEMENT LLC 1170.04%0.26%0.57%Q2 2013Q1 202018
Boston Common Asset Management, LLC 1710.03%0.08%0.17%Q3 2017Q3 202318
Sumitomo Mitsui Trust Holdings, Inc. 1120.00%0.02%0.05%Q3 2017Q3 202318
Jacobus Wealth Management, Inc. 18180.27%0.36%0.43%Q2 2013Q3 201718
Modera Wealth Management, LLC 1530.08%0.37%0.97%Q4 2014Q3 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.06%0.09%0.13%Q2 2013Q3 201718
Cognios Capital, LLC 18180.43%0.72%0.95%Q4 2015Q1 202018
Perigon Wealth Management, LLC 810.03%0.10%0.37%Q3 2011Q1 202318
Rikoon Group, LLC 18180.09%0.18%0.38%Q4 2016Q1 202118
Troy Asset Management Ltd 1613.90%6.08%7.62%Q1 2016Q2 202118
Lincoln Capital LLC 18180.41%5.97%10.28%Q2 2019Q3 202318
Mosaic Family Wealth, LLC 18180.11%0.12%0.14%Q3 2017Q4 202118
Armor Investment Advisors, LLC 18180.23%0.27%0.31%Q2 2018Q3 202218
Independent Advisor Alliance 1040.02%0.07%0.32%Q4 2018Q3 202318
Front Row Advisors LLC 18180.33%0.41%0.53%Q4 2017Q1 202218
BROOKS, MOORE & ASSOCIATES, INC. 18180.50%0.68%1.32%Q2 2019Q3 202318
RDA Financial Network 18180.13%0.18%0.24%Q1 2019Q2 202318
THRIVENT FINANCIAL FOR LUTHERANS 1710.00%0.00%0.01%Q3 2017Q1 202218
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1710.27%0.47%0.55%Q2 2013Q4 201718
SADOFF INVESTMENT MANAGEMENT LLC 1710.04%0.06%0.17%Q2 2013Q2 201818
ROCKEFELLER FINANCIAL SERVICES INC 18180.04%0.14%0.52%Q3 2013Q4 201718
Atlantic Union Bankshares Corp 18180.05%0.58%0.98%Q2 2019Q3 202318
I.G. INVESTMENT MANAGEMENT, LTD. 18180.36%0.45%0.66%Q2 2013Q3 201718
GRACE & WHITE INC /NY 1310.04%0.06%0.08%Q3 2014Q4 201918
LEVEL FOUR ADVISORY SERVICES, LLC 1610.01%0.03%0.04%Q4 2016Q4 202217
First National Bank of Mount Dora, Trust Investment Services 1340.11%0.21%0.29%Q3 2014Q4 201817
YorkBridge Wealth Partners, LLC 17170.12%0.14%0.17%Q4 2016Q4 202017
Hapanowicz & Associates Financial Services, Inc 17170.17%0.21%0.23%Q4 2016Q4 202017
Robertson Stephens Wealth Management, LLC 17170.07%0.14%0.25%Q3 2019Q3 202317
Capital Bank & Trust Co 17170.01%0.28%0.35%Q2 2017Q2 202117
NewEdge Advisors, LLC 1160.01%0.03%0.08%Q2 2019Q3 202317
WealthBridge Capital Management, LLC 1430.30%0.38%0.56%Q4 2018Q3 202317
Nationwide Fund Advisors 1430.02%0.02%0.03%Q2 2013Q3 201717
Sowell Financial Services LLC 810.12%0.41%0.94%Q4 2016Q1 202317
Century Capital Management, LLC 17170.03%0.07%0.18%Q2 2013Q2 201717
STEEL GROVE CAPITAL ADVISORS, LLC 1340.06%0.11%0.20%Q1 2019Q3 202317
M Holdings Securities, Inc. 1010.12%0.25%0.75%Q3 2014Q2 202317
EVOKE WEALTH, LLC 17170.06%0.23%1.18%Q3 2019Q3 202317
FORVIS Wealth Advisors, LLC 1160.02%0.02%0.03%Q2 2019Q3 202317
WOLVERINE TRADING, LLC 930.00%0.13%0.90%Q3 2016Q3 202217
iAB Financial Bank 17170.27%0.81%0.95%Q2 2013Q2 201717
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 980.02%0.04%0.06%Q3 2013Q4 201717
SeaBridge Investment Advisors LLC 17170.04%0.05%0.06%Q2 2013Q2 201717
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.02%0.03%0.04%Q2 2013Q2 201717
Zurich Insurance Group Ltd/FI 17170.58%0.93%1.07%Q3 2015Q3 201917
CORDA Investment Management, LLC. 17170.12%0.15%0.19%Q3 2019Q3 202317
CAPITAL GUARDIAN TRUST CO 1610.10%0.14%0.16%Q2 2013Q1 201917
SUMMIT FINANCIAL GROUP, INC. 980.29%0.40%0.52%Q3 2017Q3 202317
MOSELEY INVESTMENT MANAGEMENT INC 1070.62%1.61%2.69%Q1 2019Q2 202317
Ruggie Capital Group 1430.01%2.82%10.20%Q1 2015Q3 201917
LMCG INVESTMENTS, LLC 1070.05%0.23%0.54%Q2 2013Q3 202317
Main Street Research LLC 610.18%0.30%0.57%Q2 2013Q3 202317
Saratoga Research & Investment Management 1410.02%0.02%0.02%Q3 2014Q2 201917
Invesco Ltd. 980.02%0.06%0.09%Q2 2013Q3 201817
SIRIOS CAPITAL MANAGEMENT L P 17170.22%2.92%5.61%Q4 2016Q4 202017
Williams Jones Wealth Management, LLC. 17170.19%0.23%0.28%Q3 2019Q3 202317
HOME FEDERAL BANK OF TENNESSEE 17170.25%0.28%0.32%Q1 2017Q1 202117
GEODE CAPITAL MANAGEMENT, LLC 1020.00%0.00%0.00%Q3 2014Q4 202117
Somerset Trust Co 17170.14%0.23%0.36%Q3 2018Q3 202217
American Institute for Advanced Investment Management, LLP 16160.25%0.35%0.50%Q4 2019Q3 202316
TANDEM CAPITAL MANAGEMENT CORP /ADV 16160.26%0.31%0.37%Q4 2019Q3 202316
Trust Co of Kansas 16160.24%0.31%0.50%Q4 2019Q3 202316
LAKE STREET FINANCIAL LLC 16160.08%0.10%0.13%Q4 2019Q3 202316
SOMERVILLE KURT F 16160.14%0.21%0.28%Q4 2012Q3 201616
Seven Springs Wealth Group, LLC 16160.34%0.42%0.51%Q4 2019Q3 202316
SANDERS MORRIS HARRIS LLC 1420.67%0.97%2.36%Q3 2019Q3 202316
GFG Capital, LLC 16160.07%0.48%1.46%Q4 2019Q3 202316
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 16160.06%0.07%0.08%Q1 2018Q4 202116
Boulegeris Investments, Inc. 16160.14%0.15%0.18%Q3 2014Q2 201816
HARBOR INVESTMENT ADVISORY, LLC 16160.11%0.13%0.16%Q4 2019Q3 202316
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 1240.02%0.02%0.04%Q3 2014Q4 201816
Apriem Advisors 1330.06%0.07%0.11%Q4 2018Q4 202216
StrongBox Wealth, LLC 16160.22%0.50%1.02%Q1 2020Q4 202316
Marks Group Wealth Management, Inc 16160.05%0.13%0.26%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.47%0.88%2.02%Q4 2017Q3 202116
Private Wealth Partners, LLC 1240.04%0.05%0.06%Q3 2014Q4 201816
JAMES INVESTMENT RESEARCH INC 16160.01%0.01%0.01%Q2 2013Q1 201716
Beutel, Goodman & Co Ltd. 16160.00%0.00%0.00%Q4 2019Q3 202316
Pavion Blue Capital, LLC 16160.23%0.52%0.74%Q4 2019Q3 202316
PRUDENTIAL PLC 16160.01%0.01%0.01%Q3 2013Q2 201716
Miracle Mile Advisors, LLC 1060.02%0.11%0.23%Q1 2018Q3 202316
Center for Financial Planning, Inc. 16161.62%1.94%2.18%Q4 2019Q3 202316
Independent Family Office, LLC 16160.42%0.61%1.00%Q4 2019Q3 202316
Hyperion Capital Advisors LP 16160.19%26.78%64.50%Q4 2019Q3 202316
BAINCO INTERNATIONAL INVESTORS 1240.03%0.04%0.05%Q3 2014Q4 201816
Key FInancial Inc 16160.34%0.48%0.66%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.05%0.11%0.20%Q4 2019Q3 202316
AGRAN LIBBIE 16163.28%3.48%3.83%Q2 2013Q1 201716
Carroll Financial Associates, Inc. 16160.05%0.13%0.19%Q1 2018Q4 202116
BBVA USA Bancshares, Inc. 1240.01%0.02%0.07%Q3 2014Q4 201816
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1240.07%0.22%0.41%Q1 2014Q1 201816
Asset Allocation & Management Company, LLC 16160.38%0.55%0.95%Q4 2019Q3 202316
Claret Asset Management Corp 16160.17%0.20%0.23%Q4 2017Q3 202116
Regent Peak Wealth Advisors LLC 16160.23%0.28%0.32%Q4 2019Q3 202316
COMMONWEALTH BANK OF AUSTRALIA 16160.20%0.98%2.09%Q3 2015Q2 201916
HL FINANCIAL SERVICES LLC 1010.11%0.16%0.20%Q2 2013Q1 201916
Kore Private Wealth LLC 16160.06%0.27%0.59%Q4 2018Q3 202216
CHEMICAL BANK 16160.06%0.06%0.08%Q3 2015Q2 201916
Maltin Wealth Management, Inc. 16160.40%0.67%1.11%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.26%0.32%0.40%Q4 2019Q3 202316
University of Maryland Foundation, Inc. 16162.54%16.40%26.98%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1510.06%0.16%0.64%Q4 2018Q3 202316
BKS ADVISORS, LLC 1060.42%0.62%1.24%Q1 2015Q1 201916
Signature Financial Management, Inc. 810.35%1.24%2.58%Q2 2013Q4 201816
MainStreet Investment Advisors LLC 1410.04%0.08%0.15%Q3 2018Q3 202316
Greylin Investment Management, Inc 1310.09%0.11%0.15%Q4 2013Q2 202016
CAROLINAS WEALTH CONSULTING LLC 16160.09%0.96%1.77%Q4 2019Q3 202316
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.01%0.04%Q1 2020Q3 202315
Circle Wealth Management, LLC 15150.42%1.97%2.81%Q1 2020Q3 202315
Global Endowment Management, LP 15150.37%0.81%1.16%Q4 2014Q2 201815
Citizens National Bank Trust Department 15151.14%1.32%1.95%Q1 2020Q3 202315
CX Institutional 1140.06%0.08%0.12%Q3 2019Q2 202315
Certified Advisory Corp 1140.09%0.14%0.22%Q3 2019Q3 202315
AMUNDI ASSET MANAGEMENT US, INC. 1410.00%0.07%0.22%Q2 2017Q1 202115
Fosun International Ltd 15150.08%0.12%0.28%Q3 2018Q1 202215
Copperwynd Financial, LLC 15150.17%0.33%0.43%Q4 2017Q2 202115
Concert Wealth Management Inc. 960.11%0.17%0.31%Q2 2013Q1 201715
HIGH POINT BANK & TRUST CO 15150.05%0.06%0.08%Q2 2013Q4 201615
Advisor Group, Inc. 15150.03%0.07%0.09%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.05%0.07%0.10%Q1 2020Q3 202315
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 870.89%1.71%4.40%Q1 2019Q3 202315
Virtu KCG Holdings LLC 960.14%0.60%0.94%Q3 2013Q2 201715
CONNORS INVESTOR SERVICES INC 15150.34%0.42%0.57%Q2 2014Q4 201715
CORRADO ADVISORS, LLC 15150.68%0.96%1.51%Q1 2016Q3 201915
Integrated Investment Consultants, LLC 15150.13%0.19%0.29%Q1 2020Q3 202315
Arkfeld Wealth Strategies, L.L.C. 15152.29%2.68%3.28%Q4 2019Q2 202315
Cardan Capital Partners, LLC 15150.04%0.06%0.30%Q1 2018Q3 202115
BlackRock Group LTD 15150.15%0.16%0.18%Q2 2013Q4 201615
Terra Nova Asset Management LLC 1230.33%0.45%0.82%Q2 2018Q3 202315
Wealth Alliance 15150.08%0.10%0.15%Q1 2020Q3 202315
Graypoint LLC 15150.10%0.15%0.25%Q1 2020Q3 202315
Simplicity Solutions, LLC 1230.01%0.04%0.20%Q4 2017Q3 202315
Silicon Hills Wealth Management, LLC 15150.52%0.63%0.72%Q4 2019Q2 202315
PFG Private Wealth Management, LLC 15150.25%0.91%1.82%Q4 2019Q2 202315
SkyOak Wealth, LLC 15150.15%0.26%0.33%Q4 2019Q2 202315
XML Financial, LLC 15150.11%0.15%0.24%Q1 2020Q3 202315
KFA Private Wealth Group, LLC 15150.21%0.24%0.32%Q1 2020Q3 202315
Assenagon Asset Management S.A. 1210.00%0.04%0.20%Q4 2017Q3 202315
SQ Advisors, LLC 15150.14%0.18%0.27%Q2 2013Q4 201615
MML INVESTORS SERVICES, LLC 15150.01%0.03%0.27%Q1 2017Q3 202015
FORBES J M & CO LLP 15150.05%0.06%0.07%Q1 2020Q3 202315
Garde Capital, Inc. 15150.11%0.13%0.16%Q2 2014Q4 201715
OXFORD FINANCIAL GROUP, LTD. LLC 15150.14%0.31%0.54%Q1 2020Q3 202315
Beacon Pointe Advisors, LLC 15150.01%0.05%0.09%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 15150.01%0.33%0.62%Q1 2020Q3 202315
Wealth Advisors of Iowa, LLC 15150.55%0.80%1.15%Q1 2020Q3 202315
Chesapeake Wealth Management 15150.11%0.13%0.15%Q1 2018Q3 202115
FormulaFolio Investments, LLC 1320.01%0.04%0.06%Q4 2016Q4 202015
AlphaStar Capital Management, LLC 15150.04%0.07%0.08%Q2 2019Q4 202215
I.G.Y. Ltd 151517.30%23.18%30.82%Q1 2020Q3 202315
LYNCH & ASSOCIATES/IN 1040.10%0.11%0.12%Q3 2014Q2 201814
AlphaCore Capital LLC 540.08%0.34%0.58%Q4 2019Q3 202314
INSIGHT 2811, INC. 14142.50%7.36%14.19%Q2 2013Q3 201614
IEQ CAPITAL, LLC 1110.30%0.38%0.48%Q4 2019Q3 202314
BI Asset Management Fondsmaeglerselskab A/S 14140.02%0.09%0.22%Q2 2020Q3 202314
SENTINEL TRUST CO LBA 950.13%0.27%0.38%Q1 2020Q3 202314
Cordatus Wealth Management LLC 1010.13%0.17%0.22%Q4 2018Q2 202314
KEELEY ASSET MANAGEMENT CORP 14140.01%0.01%0.02%Q3 2013Q4 201614
ALPS ADVISORS INC 14142.10%3.44%5.25%Q2 2018Q3 202114
Hall Kathryn A. 14140.14%1.99%4.92%Q2 2020Q3 202314
Archer Investment Corp 14140.15%0.17%0.19%Q4 2019Q1 202314
PLIMOTH TRUST CO LLC 14140.17%0.26%0.32%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 410.01%0.03%0.05%Q1 2014Q3 202314
Global Frontier Investments LLC 14144.08%8.83%11.15%Q2 2020Q3 202314
Benchmark Capital Advisors 910.40%1.44%3.35%Q1 2014Q4 201814
MARSHALL WACE, LLP 610.00%0.04%0.12%Q1 2017Q3 202314
Financial Advocates Investment Management 14140.02%0.03%0.04%Q1 2018Q2 202114
Marietta Wealth Management, LLC 1110.18%0.29%0.53%Q3 2019Q2 202314
LEVIN CAPITAL STRATEGIES, L.P. 1310.00%0.09%0.13%Q2 2016Q3 202314
J.W. COLE ADVISORS, INC. 920.03%0.13%0.73%Q4 2019Q3 202314
BlackRock Institutional Trust Company, N.A. 14140.00%0.00%0.00%Q3 2013Q4 201614
Capital Wealth Alliance, LLC 14140.26%0.31%0.40%Q2 2020Q3 202314
CAPITAL ADVISORS INC/OK 14140.21%0.26%0.34%Q2 2013Q3 201614
DAVIDSON & GARRARD INC 1310.10%0.16%0.19%Q2 2013Q3 201714
Allianz Asset Management GmbH 14140.00%0.00%0.01%Q2 2013Q3 201614
IFC Holdings Incorporated/FL 14140.08%0.09%0.11%Q3 2014Q4 201714
VAUGHAN DAVID INVESTMENTS LLC/IL 14140.01%0.02%0.02%Q4 2019Q1 202314
AJ WEALTH STRATEGIES, LLC 14140.13%0.18%0.22%Q1 2020Q2 202314
Wealthstar Advisors, LLC 1040.12%0.18%0.22%Q2 2019Q3 202314
Eudaimonia Partners, LLC 770.07%0.10%0.13%Q1 2020Q3 202314
WINTON GROUP Ltd 14141.44%5.55%9.97%Q2 2020Q3 202314
Capital International Investors 14140.00%0.09%0.47%Q3 2018Q4 202114
CMT TRADING LLC 711.13%16.85%54.87%Q1 2014Q4 201714
L & S Advisors Inc 14140.20%0.23%0.31%Q4 2018Q1 202214
Delta Investment Management, LLC 14140.56%0.73%1.04%Q1 2020Q2 202314
Voya Financial Advisors, Inc. 13130.02%0.02%0.04%Q3 2016Q3 201913
Manchester Capital Management LLC 1010.06%0.10%0.20%Q2 2014Q3 202313
Yorktown Management & Research Co Inc 13130.06%0.10%0.18%Q4 2016Q4 201913
KBC Group NV 620.01%0.04%0.09%Q3 2013Q4 201913
Private Capital Group, LLC 13130.06%0.06%0.07%Q4 2017Q4 202013
Hudock, Inc. 13130.09%0.21%0.28%Q1 2015Q1 201813
Merriman Wealth Management, LLC 810.04%0.19%0.41%Q4 2014Q4 202113
CAHILL FINANCIAL ADVISORS INC 13130.08%0.09%0.12%Q3 2020Q3 202313
KANALY TRUST CO 13130.09%0.11%0.14%Q4 2013Q4 201613
CORNERCAP INVESTMENT COUNSEL INC 13130.07%0.08%0.08%Q4 2013Q4 201613
McLean Asset Management Corp 13130.16%0.22%0.39%Q4 2020Q4 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.18%0.22%0.25%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.09%0.11%0.13%Q3 2020Q3 202313
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 660.01%2.72%4.64%Q4 2014Q4 201713
AM INVESTMENT STRATEGIES LLC 13130.54%0.73%1.04%Q3 2020Q3 202313
Swedbank 13130.82%1.18%1.67%Q4 2017Q4 202013
RMR Wealth Builders 710.08%0.14%0.33%Q4 2019Q3 202313
Wealth Quarterback LLC 610.24%0.36%0.55%Q1 1987Q3 202313
Equinox Partners Investment Management LLC 13132.17%6.45%10.77%Q2 2013Q2 201613
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.07%0.11%Q3 2020Q3 202313
Lido Advisors, LLC 910.01%0.02%0.04%Q2 2018Q3 202313
Banque Cantonale Vaudoise 13130.06%0.08%0.11%Q3 2020Q3 202313
ARVEST TRUST CO N A 850.05%0.09%0.14%Q2 2013Q3 202313
FRANKLIN STREET ADVISORS INC /NC 13130.04%0.31%0.52%Q4 2014Q4 201713
Evanston Investments, Inc., dba Evanston Advisors 410.06%0.08%0.15%Q2 2013Q4 201813
FDx Advisors, Inc. 920.01%0.01%0.01%Q4 2014Q2 201913
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 1212.27%3.91%5.05%Q4 2013Q3 201913
Realta Investment Advisors 13130.48%0.53%0.60%Q3 2020Q3 202313
BTR CAPITAL MANAGEMENT INC 720.05%0.11%0.47%Q2 2013Q3 201713
Cypress Wealth Advisors LLC 13130.21%0.30%0.44%Q2 2015Q2 201813
Occidental Asset Management, LLC 13130.21%0.32%0.51%Q2 2020Q2 202313
FAIRFIELD, BUSH & CO. 850.06%0.08%0.12%Q2 2014Q4 201713
Perennial Advisors, LLC 1213.64%5.26%5.94%Q1 2017Q2 202013
Magnus Financial Group LLC 13130.15%0.34%0.47%Q1 2020Q1 202313
RITHOLTZ WEALTH MANAGEMENT 13130.03%0.04%0.05%Q3 2020Q3 202313
Stratos Wealth Advisors, LLC 13130.03%0.05%0.08%Q2 2020Q2 202313
Truepoint, Inc. 820.00%0.21%0.54%Q4 2016Q1 202113
Icon Wealth Partners, LLC 1030.04%0.06%0.11%Q1 2020Q3 202313
Trilogy Capital Inc. 940.03%0.07%0.21%Q4 2017Q1 202213
Waverly Advisors, LLC 720.04%0.16%0.26%Q2 2013Q3 202313
HENDLEY & CO INC 13130.13%0.17%0.22%Q3 2020Q3 202313
MEEDER ASSET MANAGEMENT INC 1030.02%0.03%0.08%Q2 2019Q3 202213
Hurlow Wealth Management Group, Inc. 13130.47%0.58%0.73%Q3 2020Q3 202313
Paragon Wealth Strategies, LLC 12120.33%0.69%1.68%Q1 2021Q4 202312
Investors Capital Advisory Services 12120.12%0.17%0.26%Q3 2013Q2 201612
UNITED BANK 12120.05%0.06%0.07%Q4 2020Q3 202312
Rede Wealth, LLC 121244.46%51.19%57.56%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.54%0.64%0.79%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.54%1.35%1.65%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.08%0.11%Q4 2018Q3 202112
B. Riley Financial, Inc. 12120.07%0.14%0.31%Q4 2015Q3 201812
Allegheny Financial Group LTD 12120.72%0.82%1.13%Q4 2020Q3 202312
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 840.03%0.03%0.03%Q3 2014Q4 201712
SMITH HAYES Advisers, Inc 12121.54%2.46%2.90%Q2 2013Q1 201612
MARCO INVESTMENT MANAGEMENT LLC 1020.17%4.46%25.73%Q3 2014Q3 201712
Heron Bay Capital Management 12120.14%0.22%0.29%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12121.49%1.78%2.38%Q4 2020Q3 202312
Lazard Freres Gestion S.A.S. 12120.14%0.20%0.24%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12121.00%1.19%1.51%Q4 2020Q3 202312
Vision Capital Management, Inc. 910.04%0.26%2.27%Q2 2015Q3 201912
BAR HARBOR TRUST SERVICES 910.00%0.14%0.19%Q2 2013Q2 202212
Private Vista, LLC 12120.25%0.44%0.65%Q3 2017Q2 202012
Sage Mountain Advisors LLC 12120.49%0.67%0.91%Q4 2020Q3 202312
AMICA MUTUAL INSURANCE CO 12120.80%0.93%1.13%Q2 2013Q1 201612
AMICA PENSION FUND BOARD OF TRUSTEES 12120.74%0.81%0.88%Q2 2013Q1 201612
Berman Capital Advisors, LLC 12120.06%0.09%0.12%Q4 2018Q3 202112
Cresset Asset Management, LLC 610.00%0.02%0.12%Q1 2019Q3 202312
ONE Advisory Partners, LLC 12120.22%0.26%0.31%Q2 2020Q1 202312
Mayflower Financial Advisors, LLC 12120.06%0.06%0.08%Q4 2020Q3 202312
Intrua Financial, LLC 12120.32%0.44%0.67%Q2 2020Q1 202312
ATLAS CAPITAL ADVISORS LLC 410.21%0.26%0.37%Q3 2018Q3 202312
Capstone Triton Financial Group, LLC 12120.21%0.37%0.91%Q4 2020Q3 202312
Soditic Asset Management LLP 12126.93%15.67%27.28%Q4 2020Q3 202312
Transamerica Financial Advisors, Inc. 12120.06%0.07%0.11%Q2 2013Q1 201612
Vontobel Holding Ltd. 12120.01%0.02%0.02%Q4 2020Q3 202312
SFMG, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
Hoese & Co LLP 12121.46%2.87%4.37%Q1 2021Q4 202312
WFG Advisors, LP 930.06%0.08%0.11%Q2 2013Q2 201712
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
Kercheville Advisors, LLC 12120.19%0.27%0.42%Q4 2020Q3 202312
Geneva Advisors, LLC 12120.01%0.02%0.02%Q3 2014Q2 201712
Galvin, Gaustad & Stein, LLC 12120.04%0.04%0.05%Q4 2020Q3 202312
Facet Wealth, Inc. 12120.02%0.04%0.08%Q4 2020Q3 202312
7G CAPITAL MANAGEMENT, LLC 12127.84%9.46%16.50%Q4 2020Q3 202312
Parkwood LLC 12120.67%0.94%1.26%Q4 2013Q3 201612
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 840.02%0.02%0.02%Q3 2014Q4 201712
Grace Capital 1020.65%1.02%1.89%Q2 2018Q2 202112
CONGRESS ASSET MANAGEMENT CO /MA 12120.01%0.02%0.02%Q3 2017Q2 202012
Bard Financial Services, Inc. 12120.52%0.60%0.98%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
ENCOMPASS WEALTH ADVISORS, LLC 12120.10%0.14%0.20%Q4 2020Q3 202312
Source Financial Advisors LLC 12120.09%0.14%0.18%Q4 2020Q3 202312
ASSET MANAGEMENT CORP /IL/ /ADV 1110.17%0.25%0.39%Q4 2019Q1 202312
EMORY UNIVERSITY 121221.90%29.12%61.49%Q4 2016Q3 201912
Tranquilli Financial Advisor LLC 12120.31%0.34%0.38%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.14%0.21%0.34%Q4 2020Q3 202312
OAK FAMILY ADVISORS, LLC 12120.15%0.20%0.25%Q4 2020Q3 202312
Mutual Advisors, LLC 12120.10%0.20%0.25%Q4 2020Q3 202312
BOURNE LENT ASSET MANAGEMENT INC 12120.46%0.63%0.94%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.09%0.10%0.12%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12122.36%2.56%2.81%Q4 2020Q3 202312
44 WEALTH MANAGEMENT LLC 11110.31%0.33%0.38%Q4 2020Q2 202311
Perennial Investment Advisors, LLC 11111.45%3.85%5.02%Q4 2019Q2 202211
F/M Investments LLC 740.59%0.75%1.14%Q4 2020Q3 202311
AMP Capital Investors Ltd 410.00%0.02%0.06%Q2 2014Q3 202111
Lucia Wealth Services, LLC 11110.35%0.51%0.72%Q1 2018Q3 202011
ADVISORY RESEARCH INC 11110.01%0.02%0.05%Q2 2013Q4 201511
Lumbard & Kellner, LLC 920.27%0.74%1.41%Q4 2020Q3 202311
Turim 21 Investimentos Ltda. 11110.56%1.20%1.88%Q1 2021Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.07%0.09%0.13%Q3 2013Q1 201611
J. W. Coons Advisors, LLC 1010.24%0.28%0.33%Q1 2020Q3 202311
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 740.08%0.10%0.14%Q4 2019Q3 202211
HEADINVEST, LLC 11110.08%0.10%0.12%Q1 2021Q3 202311
Kingsview Wealth Management, LLC 650.02%0.02%0.02%Q4 2020Q3 202311
Legal Advantage Investments, Inc. 11110.27%0.33%0.40%Q4 2020Q2 202311
Cornerstone Wealth Advisors, Inc. 11110.43%0.49%0.56%Q1 2021Q3 202311
High Falls Advisors, Inc 11110.10%0.13%0.15%Q4 2020Q2 202311
Integrated Wealth Concepts LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
TriaGen Wealth Management LLC 11110.20%0.24%0.29%Q4 2020Q2 202311
Parker Investment Management, LLC 11110.05%0.16%0.27%Q1 2021Q3 202311
RBA Wealth Management, LLC 830.39%0.73%1.98%Q1 2020Q4 202211
Hirtle Callaghan & Co LLC 410.05%3.39%19.52%Q2 2013Q3 202311
Smith Affiliated Capital Corp. 650.27%0.46%0.58%Q1 2013Q4 201511
Gitterman Wealth Management, LLC 11110.22%0.50%0.85%Q1 2021Q3 202311
Mariner Wealth Advisors-Cincinnati, LLC 830.13%0.17%0.23%Q4 2015Q3 201811
Silicon Valley Community Foundation 11112.34%5.38%9.32%Q1 2021Q3 202311
Willis Investment Counsel 11110.02%0.03%0.04%Q1 2021Q3 202311
Pinnacle Family Advisors, LLC 11110.91%1.22%1.65%Q1 2019Q3 202111
CoreFirst Bank & Trust 11110.26%0.33%0.38%Q1 2021Q3 202311
Wealthcare Advisory Partners LLC 650.02%0.09%0.16%Q1 2020Q3 202311
Oxler Private Wealth LLC 11110.54%0.67%0.80%Q1 2021Q3 202311
SAGE RHINO CAPITAL LLC 11110.13%0.27%0.33%Q1 2021Q3 202311
Kovitz Investment Group, LLC 11110.20%0.76%1.76%Q2 2013Q4 201511
ATHERTON LANE ADVISERS, LLC 11110.03%0.04%0.04%Q2 2013Q4 201511
Arlington Partners LLC 11110.14%2.82%6.76%Q4 2017Q2 202011
Dorsey Wright & Associates 830.03%0.12%0.23%Q2 2013Q1 201611
NORTHSTAR ASSET MANAGEMENT INC 11111.46%1.97%2.38%Q1 2021Q3 202311
SOA Wealth Advisors, LLC. 740.10%0.71%0.92%Q4 2020Q3 202311
Windsor Creek Advisors, LLC 510.22%1.59%2.12%Q4 2018Q4 202111
Connor, Clark & Lunn Investment Management Ltd. 11110.00%0.03%0.05%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.07%0.12%0.14%Q1 2021Q3 202311
Fortis Advisors, LLC 11110.24%0.30%0.38%Q1 2021Q3 202311
GSA CAPITAL PARTNERS LLP 510.01%0.05%0.18%Q2 2014Q2 202211
Regency Capital Management Inc.\DE 11110.29%0.42%0.56%Q1 2021Q3 202311
Personal Capital Advisors Corp 11110.00%0.00%0.01%Q3 2019Q1 202211
BlackRock Investment Management, LLC 920.00%0.02%0.03%Q2 2013Q4 201611
Sleep, Zakaria & CO Ltd. 11117.05%8.20%9.64%Q3 2011Q1 201411
Spire Wealth Management 11110.03%0.04%0.06%Q1 2021Q3 202311
Quaker Wealth Management, LLC 740.16%0.20%0.24%Q2 2020Q2 202311
Principal Street Partners, LLC 810.40%0.90%1.68%Q3 2020Q3 202311
Pratt Collard Advisory Partners LLC 11110.72%0.76%0.84%Q4 2017Q2 202011
HARRIS ASSOCIATES L P 830.00%0.01%0.02%Q2 2013Q3 202311
World Asset Management Inc 11110.02%0.10%0.16%Q1 2019Q3 202111
Canvas Wealth Advisors, LLC 11110.81%0.97%1.26%Q1 2021Q3 202311
MARSHFIELD ASSOCIATES 11110.51%0.98%1.51%Q2 2013Q4 201511
Salient Capital Advisors, LLC 650.01%0.02%0.02%Q2 2013Q2 201711
HYA Advisors, Inc 11110.16%0.18%0.22%Q4 2019Q2 202211
BHF Kleinwort Benson Group S.A. 1010.02%0.10%0.18%Q2 2013Q1 201611
Northstar Advisory Group, LLC 830.26%0.32%0.39%Q4 2020Q3 202311
Nachman Norwood & Parrott, Inc 11110.06%0.08%0.11%Q4 2018Q2 202111
BNP Paribas Asset Management Holding S.A. 11110.01%0.01%0.03%Q1 2014Q3 201611
Advisors Capital Management, LLC 1010.04%0.06%0.07%Q3 2020Q2 202311
KMG FIDUCIARY PARTNERS, LLC 10100.13%0.15%0.17%Q2 2021Q3 202310
3D/L Capital Management, LLC 10100.10%0.12%0.15%Q1 2021Q2 202310
Twin Lakes Capital Management, LLC 640.46%0.58%0.74%Q4 2020Q2 202310
Newport Capital Group, LLC 910.26%0.36%0.47%Q4 2020Q2 202310
Clarius Group, LLC 910.24%0.72%0.96%Q4 2015Q3 201910
Sicart Associates LLC 10100.08%0.10%0.12%Q3 2019Q4 202110
NICOLET BANKSHARES INC 10100.12%0.13%0.15%Q1 2016Q2 201810
Amica Retiree Medical Trust 10100.46%0.51%0.55%Q4 2013Q1 201610
ACADIAN ASSET MANAGEMENT LLC 10100.01%0.10%0.15%Q2 2021Q3 202310
MSF Capital, LLC 10100.26%0.39%1.16%Q2 2013Q3 201510
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q4 2019Q3 202310
Cornerstone Capital, Inc. 820.05%0.06%0.10%Q1 2015Q4 201710
Cadent Capital Advisors, LLC 10101.04%1.34%1.86%Q2 2021Q3 202310
BANCORPSOUTH INC 730.02%0.04%0.08%Q4 2014Q3 201710
Ullmann Wealth Partners Group, LLC 730.18%0.21%0.23%Q4 2016Q2 201910
Truvvo Partners LLC 10101.11%1.34%1.55%Q4 2015Q1 201810
Advanced Asset Management Advisors Inc 10100.18%0.20%0.23%Q4 2017Q1 202010
CREDIT SUISSE AG/ 10100.01%0.02%0.04%Q2 2021Q3 202310
CYPRESS ASSET MANAGEMENT INC/TX 640.04%0.04%0.05%Q3 2014Q2 201710
Lorne Steinberg Wealth Management Inc. 10100.19%0.20%0.24%Q2 2021Q3 202310
NORTHEAST INVESTMENT MANAGEMENT 730.02%0.05%0.08%Q4 2013Q4 201910
Capital Impact Advisors, LLC 10100.37%0.40%0.46%Q1 2015Q2 201710
WESTWOOD HOLDINGS GROUP INC 910.01%0.03%0.04%Q2 2017Q3 202310
First Trust Capital Management L.P. 10100.28%1.25%2.62%Q4 2016Q1 201910
SOL Capital Management CO 640.07%0.08%0.09%Q3 2014Q2 201710
ALPHASIMPLEX GROUP, LLC 640.36%0.57%0.97%Q1 2019Q3 202110
GENESEE VALLEY TRUST CO 10100.23%0.26%0.29%Q2 2013Q3 201510
360 Financial, Inc. 10100.41%0.50%0.66%Q2 2021Q3 202310
Fort Sheridan Advisors LLC 10100.14%0.33%0.46%Q2 2021Q3 202310
Pallas Capital Advisors LLC 10100.02%0.05%0.07%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.08%0.10%0.14%Q2 2013Q3 201510
SHELTON CAPITAL MANAGEMENT 10100.11%0.14%0.18%Q3 2014Q4 201610
WMS Partners, LLC 640.08%0.17%0.38%Q4 2014Q4 202110
HFR Wealth Management, LLC 10100.37%0.50%0.70%Q2 2021Q3 202310
Amundi 10100.00%0.00%0.01%Q2 2021Q3 202310
Holowesko Partners Ltd. 10104.96%8.73%12.32%Q3 2019Q4 202110
Sageworth Trust Co 10100.19%0.21%0.25%Q3 2020Q4 202210
Community Financial Services Group, LLC 10100.10%0.11%0.12%Q2 2016Q3 201810
Harbour Capital Advisors, LLC 10100.22%0.28%0.32%Q3 2021Q4 202310
MATHER GROUP, LLC. 640.02%0.03%0.05%Q2 2020Q2 202310
JTC Employer Solutions Trustee Ltd 10100.25%0.33%0.47%Q2 2021Q3 202310
Bank of New Hampshire 10100.33%0.39%0.48%Q2 2021Q3 202310
Monte Financial Group, LLC 10100.25%0.28%0.32%Q4 2017Q1 202010
MID CONTINENT CAPITAL LLC/IL 10100.02%0.02%0.03%Q2 2013Q3 201510
Shelter Ins Profit Sharing 10103.25%3.61%4.24%Q2 2013Q3 201510
Trust CO of the Ozarks 10100.10%0.11%0.13%Q2 2013Q3 201510
Lake Point Wealth Management 520.11%0.17%0.24%Q4 2018Q2 202210
Rex Capital Advisors, LLC 10101.01%1.33%1.62%Q3 2020Q4 202210
Diversified Portfolios, Inc. 10100.31%0.36%0.47%Q4 2020Q1 202310
Princeton Global Asset Management LLC 10100.08%0.16%0.27%Q4 2018Q1 202110
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10100.09%0.12%0.15%Q2 2017Q3 201910
Almitas Capital LLC 991.65%2.76%4.82%Q4 2018Q4 20209
Maple Capital Management, Inc. 720.21%0.22%0.24%Q2 2013Q1 20179
B. Riley Wealth Management, Inc. 610.00%0.06%0.12%Q4 2018Q2 20229
Harvest Fund Management Co., Ltd 720.10%0.30%0.72%Q1 2018Q3 20239
JFS WEALTH ADVISORS, LLC 811.55%23.71%68.71%Q2 2013Q3 20159
STONNINGTON GROUP, LLC 992.06%3.91%4.76%Q1 2021Q1 20239
LOS ANGELES CAPITAL MANAGEMENT LLC 990.00%0.00%0.01%Q3 2021Q3 20239
SNS Financial Group, LLC 540.05%0.11%0.18%Q2 2014Q4 20169
All Terrain Financial Advisors, LLC 990.10%0.12%0.14%Q4 2017Q4 20199
Smead Capital Management, Inc. 990.02%0.03%0.03%Q4 2016Q4 20189
Bay Harbor Wealth Management, LLC 990.57%0.71%0.97%Q4 2018Q4 20209
Badgley Phelps Wealth Managers, LLC 990.06%0.07%0.09%Q3 2021Q3 20239
DIAMANT ASSET MANAGEMENT, INC. 990.04%0.28%0.34%Q4 2017Q4 20199
First Washington CORP 990.10%0.12%0.14%Q2 2013Q2 20159
Pinnacle Wealth Management Group, Inc. 990.31%0.37%0.45%Q2 2021Q2 20239
MATRIX PRIVATE CAPITAL GROUP LLC 990.21%0.29%0.40%Q3 2021Q3 20239
BLACKROCK ADVISORS LLC 990.09%0.15%0.20%Q4 2014Q4 20169
Cumberland Partners Ltd 630.02%0.03%0.04%Q4 2014Q2 20179
PARADIGM ASSET MANAGEMENT CO LLC 990.66%0.80%0.89%Q3 2018Q3 20209
HENGEHOLD CAPITAL MANAGEMENT LLC 630.12%0.14%0.15%Q2 2013Q1 20179
Sterling Capital Management LLC 990.02%0.03%0.03%Q3 2017Q3 20199
U.S. Capital Wealth Advisors, LLC 990.25%0.28%0.32%Q3 2021Q3 20239
FIRST NATIONAL BANK SIOUX FALLS 810.76%1.15%1.98%Q2 2016Q4 20209
Concord Wealth Partners 720.13%0.24%0.28%Q4 2020Q3 20239
Greenline Partners, LLC 990.09%0.21%0.30%Q4 2017Q4 20199
Soltis Investment Advisors LLC 540.06%0.37%0.81%Q4 2019Q1 20229
Herold Advisors, Inc. 990.16%0.21%0.32%Q3 2021Q3 20239
Hillhouse Capital Management 990.19%0.39%0.90%Q1 2017Q1 20199
FIRETHORN WEALTH PARTNERS, LLC 720.34%0.37%0.40%Q1 2021Q2 20239
Financial Insights, Inc. 610.18%0.27%0.35%Q4 2018Q3 20239
Pine Ridge Advisers LLC 540.56%4.68%6.80%Q4 2020Q3 20239
TRANSCEND CAPITAL ADVISORS, LLC 990.28%0.32%0.36%Q3 2021Q3 20239
AMARILLO NATIONAL BANK 810.09%0.10%0.12%Q3 2019Q3 20239
BRANDYWINE MANAGERS, LLC 991.00%54.17%89.90%Q2 2013Q2 20159
CCG WEALTH MANAGEMENT, LLC 990.22%0.29%0.38%Q4 2019Q4 20219
Snider Financial Group 720.38%0.45%0.52%Q2 2021Q3 20239
GM Advisory Group, LLC 540.08%0.09%0.10%Q1 2017Q3 20239
Single Point Partners, LLC 610.10%0.13%0.16%Q4 2020Q3 20239
Copperleaf Capital, LLC 990.39%0.46%0.58%Q3 2021Q3 20239
Laidlaw Group, LLC 990.76%0.79%0.86%Q2 2013Q2 20159
VICTORY CAPITAL MANAGEMENT INC 990.06%0.07%0.08%Q3 2021Q3 20239
Americana Partners, LLC 990.14%0.20%0.32%Q3 2021Q3 20239
Wealth Architects, LLC 810.28%0.42%0.63%Q1 2015Q3 20199
Chesley Taft & Associates LLC 990.02%0.03%0.04%Q2 2013Q2 20159
Capital Group Private Client Services, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Black Swift Group, LLC 540.16%0.71%1.66%Q4 2020Q3 20239
Ulland Investment Advisors, LLC 881.15%1.88%2.34%Q4 2021Q3 20238
Quent Capital, LLC 880.16%0.17%0.20%Q4 2021Q3 20238
Graham Holdings Co Master Retirement Trust 8870.45%84.94%100.00%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.47%0.53%0.58%Q4 2021Q3 20238
Objective Capital Management, LLC 880.32%0.42%0.47%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 886.14%8.81%12.93%Q4 2021Q3 20238
Rappaport Reiches Capital Management, LLC 880.20%0.24%0.39%Q4 2021Q3 20238
Abacus Wealth Partners, LLC 880.15%0.32%0.91%Q4 2020Q3 20228
Capstone Financial Advisors, Inc. 530.56%0.80%1.06%Q4 2013Q1 20168
BANK PICTET & CIE (ASIA) LTD 621.40%2.08%3.34%Q4 2013Q4 20158
Candriam S.C.A. 530.00%0.01%0.01%Q4 2014Q1 20178
Ameritas Investment Company, LLC 710.04%0.14%0.53%Q4 2018Q3 20218
NOMURA HOLDINGS INC 880.00%0.01%0.04%Q4 2012Q3 20148
Bridgewater Advisors Inc. 530.10%0.71%1.70%Q4 2013Q2 20228
UMB Bank, n.a. 884.18%4.99%5.45%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.16%0.18%0.20%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.01%Q4 2021Q3 20238
RONALD BLUE & CO LLC 530.01%0.03%0.06%Q3 2013Q2 20178
Alpha Wave Global, LP 884.65%5.87%8.25%Q2 2013Q1 20158
Index Fund Advisors, Inc. 880.03%0.04%0.07%Q4 2021Q3 20238
Wealthspire Advisors, L.P. 880.02%0.03%0.03%Q2 2017Q1 20198
Greytown Advisors Inc. 880.26%0.36%0.44%Q2 2017Q1 20198
BRANDES INVESTMENT PARTNERS, LP 880.01%0.01%0.01%Q4 2021Q3 20238
DENVER INVESTMENT ADVISORS LLC 620.01%0.01%0.02%Q3 2014Q1 20188
COMPTON CAPITAL MANAGEMENT INC /RI 880.12%0.29%1.00%Q2 2021Q1 20238
Fusion Family Wealth LLC 530.74%1.05%1.43%Q4 2016Q4 20188
INVERNESS COUNSEL LLC /NY/ 880.02%0.02%0.02%Q1 2018Q4 20198
Central Square Management LLC 411.53%3.15%5.56%Q2 2013Q1 20168
KCS Wealth Advisory 710.25%0.28%0.32%Q4 2017Q4 20198
Staton Financial Advisors, LLC 620.20%0.21%0.22%Q1 2015Q2 20178
Belpointe Asset Management LLC 880.05%0.06%0.06%Q2 2021Q1 20238
FIRST NATIONAL CORP /MA/ /ADV 880.37%0.79%2.92%Q1 2019Q4 20208
Paloma Partners Management Co 110.01%0.11%0.36%Q4 2013Q2 20208
Trustees of Columbia University in the City of New York 4436.25%54.84%74.33%Q4 2020Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.06%0.08%0.12%Q2 2013Q1 20158
Atlas Brown,Inc. 880.19%0.24%0.35%Q4 2021Q3 20238
BECKER CAPITAL MANAGEMENT INC 880.01%0.01%0.02%Q1 2019Q4 20208
FRONTIER INVESTMENT MGMT CO 530.02%0.03%0.04%Q4 2014Q2 20208
Apollon Wealth Management, LLC 880.15%0.20%0.27%Q4 2021Q3 20238
Employers Holdings, Inc. 880.30%0.38%0.45%Q2 2019Q1 20218
First Pacific Advisors, LP 620.00%0.01%0.01%Q4 2017Q4 20198
CANANDAIGUA NATIONAL CORP 880.16%0.21%0.26%Q1 2021Q4 20228
Western Wealth Management, LLC 880.46%0.73%0.90%Q4 2021Q3 20238
Quilter Plc 880.04%0.05%0.08%Q4 2019Q3 20218
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC 886.58%10.67%14.54%Q4 2019Q3 20218
Y-Intercept (Hong Kong) Ltd 410.05%0.22%0.47%Q4 2020Q3 20238
COLTON GROOME FINANCIAL ADVISORS, LLC 530.21%0.56%1.15%Q2 2021Q3 20238
CERTUITY, LLC 880.08%0.12%0.16%Q4 2019Q3 20218
Cypress Capital Group 880.08%0.17%0.21%Q4 2021Q3 20238
VIVID FINANCIAL MANAGEMENT, INC. 880.50%0.66%1.09%Q4 2019Q3 20218
TFC Financial Management, Inc. 880.12%0.14%0.16%Q3 2020Q2 20228
MONTAG & CALDWELL, LLC 880.01%0.01%0.02%Q2 2013Q1 20158
swisspartners Ltd. 882.09%3.46%4.21%Q4 2020Q3 20228
Oak Harvest Investment Services 880.32%0.35%0.39%Q3 2021Q2 20238
LEWIS CAPITAL MANAGEMENT, LLC 880.47%0.66%0.83%Q4 2021Q3 20238
Baillie Gifford 880.01%0.01%0.01%Q2 2013Q1 20158
Graham Holdings Co 8823.65%29.92%33.70%Q4 2021Q3 20238
FIRST AMERICAN TRUST, FSB 880.05%0.06%0.07%Q2 2020Q1 20228
B. Metzler seel. Sohn & Co. AG 880.54%0.63%0.69%Q4 2021Q3 20238
Connectus Wealth, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
SEI INVESTMENTS CO 710.00%0.01%0.01%Q2 2016Q2 20188
NewEdge Wealth, LLC 880.22%0.27%0.42%Q4 2021Q3 20238
FourThought Financial, LLC 880.30%0.35%0.50%Q4 2020Q3 20228
Keystone Wealth Services, LLC 881.65%1.75%1.89%Q4 2021Q3 20238
BALTIMORE CAPITAL MANAGEMENT, INC 711.00%1.27%1.54%Q1 2017Q1 20198
Treynor Bancshares, Inc. 880.29%0.36%0.67%Q4 2021Q3 20238
REILLY FINANCIAL ADVISORS, LLC 710.04%0.04%0.05%Q4 2014Q1 20188
REUTER JAMES WEALTH MANAGEMENT, LLC 880.52%0.98%1.87%Q4 2021Q3 20238
Paralel Advisors LLC 8826.85%28.52%30.23%Q4 2021Q3 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 883.83%4.14%4.61%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.06%0.25%0.37%Q4 2021Q3 20238
Mill Capital Management, LLC 887.52%7.96%8.69%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.46%0.49%0.56%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.05%0.06%0.07%Q4 2021Q3 20238
Scott Capital Advisors, LLC 880.42%0.52%0.62%Q4 2021Q3 20238
Melone Private Wealth, LLC 881.02%1.11%1.22%Q4 2021Q3 20238
Ervin Investment Management, LLC 880.36%0.41%0.45%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.17%0.20%0.25%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 881.30%1.47%1.65%Q4 2021Q3 20238
AIRE ADVISORS, LLC 881.64%2.03%2.73%Q4 2021Q3 20238
Zullo Investment Group, Inc. 881.16%1.38%1.56%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.18%0.22%0.40%Q4 2021Q3 20238
First International Bank & Trust 880.30%0.33%0.38%Q4 2021Q3 20238
Bryant Woods Investment Advisors, LLC 880.70%0.77%0.85%Q4 2021Q3 20238
Intelligent Financial Strategies 880.76%1.14%1.55%Q4 2021Q3 20238
5th Street Advisors, LLC 880.35%0.42%0.56%Q4 2021Q3 20238
HB Wealth Management, LLC 880.22%0.22%0.24%Q4 2021Q3 20238
LGT Group Foundation 880.01%0.02%0.05%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.20%0.32%0.36%Q4 2021Q3 20238
Autumn Glory Partners, LLC 880.19%0.30%0.40%Q4 2021Q3 20238
Capricorn Fund Managers Ltd 770.37%0.69%0.93%Q1 2022Q3 20237
Independent Wealth Network Inc. 770.60%1.08%2.22%Q4 2021Q2 20237
BALASA DINVERNO & FOLTZ LLC 610.09%0.20%0.33%Q2 2020Q3 20227
WAFRA INC. 771.19%1.58%1.76%Q1 2022Q3 20237
FIDUCIARY SERVICES CORP/GA 610.21%0.22%0.23%Q2 2013Q1 20157
TCF National Bank 770.07%0.08%0.09%Q3 2019Q1 20217
FIRST NIAGARA BANK 410.04%0.05%0.07%Q2 2013Q2 20167
Clarkston Capital Partners, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Mirae Asset Global Investments Co., Ltd. 770.00%0.00%0.01%Q2 2017Q4 20187
Heritage Investment Group, Inc. 770.56%0.95%1.53%Q4 2021Q2 20237
Klingman & Associates, LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Chemistry Wealth Management LLC 770.17%0.48%0.73%Q1 2022Q3 20237
SUTTON PLACE INVESTORS LLC 775.18%6.22%7.19%Q4 2021Q2 20237
Camarda Financial Advisors, LLC 770.26%0.46%1.38%Q1 2020Q3 20217
First Bank & Trust 770.12%0.14%0.16%Q1 2022Q3 20237
HARBOUR INVESTMENTS, INC. 430.02%0.03%0.04%Q1 2021Q1 20237
WEST CHESTER CAPITAL ADVISORS, INC 770.21%0.37%0.72%Q2 2013Q4 20147
COUNTRY CLUB BANK /GFN 770.11%0.23%0.40%Q1 2022Q3 20237
Midwest Heritage Bank, FSB 770.37%0.41%0.45%Q4 2021Q2 20237
Asset Management Group, Inc. 770.20%0.21%0.23%Q1 2022Q3 20237
Concorde Asset Management, LLC 770.86%1.03%1.32%Q4 2014Q2 20167
Bryn Mawr Capital Management, LLC 430.07%0.16%0.27%Q1 2018Q3 20237
Profit Investment Management, LLC 430.01%0.06%0.18%Q3 2014Q2 20167
Ameritas Advisory Services, LLC 770.07%0.10%0.12%Q4 2021Q2 20237
Goelzer Investment Management, Inc. 770.21%0.25%0.26%Q1 2019Q3 20207
Jupiter Wealth Management LLC 771.57%1.96%2.48%Q1 2019Q3 20207
Marshall Wace North America L.P. 520.00%0.03%0.08%Q1 2019Q1 20217
SHEPHERD KAPLAN KROCHUK, LLC 770.26%2.82%6.71%Q3 2018Q1 20207
Moreno Evelyn V 770.32%0.46%0.92%Q1 2022Q3 20237
Alliance Wealth Management Group 610.14%0.48%0.91%Q1 2018Q1 20207
West Financial Advisors, LLC 770.12%0.13%0.14%Q4 2020Q2 20227
Wealthspire Advisors, LLC 770.01%0.02%0.03%Q4 2018Q2 20207
Pure Financial Advisors, LLC 770.02%0.02%0.02%Q2 2022Q4 20237
ProShare Advisors LLC 770.00%0.00%0.00%Q1 2016Q3 20177
HHG & Company, LLC 770.05%0.50%0.62%Q2 2013Q4 20147
AXXCESS WEALTH MANAGEMENT, LLC 770.03%0.04%0.04%Q4 2021Q2 20237
Epoch Investment Partners, Inc. 770.36%0.42%0.50%Q1 2022Q3 20237
Squarepoint Ops LLC 310.00%0.03%0.07%Q2 2017Q3 20227
Laird Norton Wetherby Trust Company, LLC 770.08%0.52%3.16%Q4 2020Q2 20227
Good Life Advisors, LLC 770.09%0.12%0.18%Q1 2018Q3 20197
Atria Wealth Solutions, Inc. 770.12%0.13%0.15%Q1 2022Q3 20237
Iowa State Bank 770.76%0.85%0.96%Q1 2022Q3 20237
Linker Capital Management Inc. 770.30%2.63%3.23%Q4 2021Q2 20237
INVESTMENT HOUSE LLC 430.08%0.10%0.12%Q2 2020Q2 20237
Hofer & Associates. Inc 773.48%10.81%12.66%Q4 2021Q2 20237
Covington Capital Management 770.02%0.02%0.02%Q3 2016Q1 20187
RESOURCE CONSULTING GROUP INC 770.62%0.89%1.10%Q1 2022Q3 20237
Skylands Capital, LLC 770.05%0.22%0.35%Q2 2020Q4 20217
SHAPIRO ROBERT N 770.61%1.03%1.35%Q2 2013Q4 20147
Cohen Capital Management, Inc. 770.08%0.10%0.11%Q1 2022Q3 20237
First Western Trust Bank 770.02%0.05%0.06%Q1 2022Q3 20237
Granite Investment Partners, LLC 430.02%0.02%0.03%Q3 2014Q3 20167
MOODY LYNN & LIEBERSON, LLC 770.03%0.03%0.04%Q4 2018Q2 20207
WELCH & FORBES LLC 770.01%0.01%0.01%Q1 2022Q3 20237
New Perspectives, Inc 770.61%0.68%0.76%Q2 2021Q4 20227
Lebenthal Holdings,LLC 770.17%0.38%1.10%Q4 2014Q2 20167
Allegis Investment Advisors, LLC 770.06%0.09%0.12%Q4 2015Q2 20177
London & Capital Asset Management Ltd 770.09%0.20%0.27%Q4 2018Q2 20207
Robeco Institutional Asset Management B.V. 610.01%0.02%0.02%Q1 2019Q1 20227
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 310.05%0.05%0.06%Q3 2014Q1 20187
Ledyard National Bank 410.03%0.05%0.06%Q2 2013Q3 20237
Blue Trust, Inc. 660.01%0.02%0.02%Q2 2022Q3 20236
Mascoma Wealth Management LLC 662.40%2.58%2.76%Q4 2016Q1 20186
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 330.00%0.01%0.01%Q4 2015Q2 20176
Hedeker Wealth, LLC 330.16%0.18%0.20%Q4 2014Q2 20166
ALBION FINANCIAL GROUP /UT 410.03%0.04%0.04%Q3 2014Q3 20166
Cambridge Advisors Inc. 510.11%1.08%2.02%Q4 2014Q3 20186
Colony Family Offices, LLC 420.53%0.58%0.66%Q4 2020Q1 20236
Towercrest Capital Management 660.16%0.30%0.49%Q4 2018Q1 20206
BEACON TRUST CO 310.03%0.04%0.04%Q4 2014Q1 20176
Snowden Capital Advisors LLC 660.04%0.04%0.04%Q1 2022Q2 20236
ARGENT CAPITAL MANAGEMENT LLC 410.01%0.01%0.01%Q3 2014Q1 20176
INTEGRAL INVESTMENT ADVISORS, INC. 660.32%0.34%0.36%Q4 2021Q1 20236
AAF Wealth Management, LLC 660.30%0.32%0.34%Q2 2022Q3 20236
Grant/GrossMendelsohn, LLC 420.42%0.47%0.52%Q1 2022Q3 20236
Coulter & Justus Financial Services, LLC 510.30%0.33%0.35%Q4 2021Q2 20236
STEWARD CAPITAL MANAGEMENT/ 662.66%4.01%6.67%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Evanson Asset Management, LLC 660.06%0.12%0.14%Q4 2018Q1 20206
Journey Advisory Group, LLC 660.62%0.66%0.68%Q4 2020Q1 20226
KELLY LAWRENCE W & ASSOCIATES INC/CA 510.04%0.04%0.05%Q2 2013Q4 20146
Wealth Advisory Solutions, LLC 510.10%0.16%0.36%Q4 2019Q1 20236
Spectrum Management Group, LLC 660.07%0.08%0.10%Q4 2014Q1 20166
EXANE DERIVATIVES 420.02%0.03%0.04%Q4 2014Q2 20166
Raab & Moskowitz Asset Management LLC 660.13%0.14%0.15%Q2 2018Q3 20196
Elite Wealth Management, Inc. 660.13%0.19%0.25%Q3 2012Q4 20136
UNIVEST FINANCIAL Corp 420.09%0.10%0.10%Q3 2014Q2 20166
Quotient Investors, LLC 660.22%0.32%0.42%Q3 2014Q4 20156
Union Investments & Development Ltd. 660.44%0.61%0.80%Q4 2021Q1 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.02%0.02%0.02%Q2 2022Q3 20236
MBB PUBLIC MARKETS I LLC 310.11%0.20%0.39%Q4 2021Q3 20236
Enterprise Bank & Trust Co 660.20%0.35%0.66%Q2 2022Q3 20236
Arthur Zaske & Associates, LLC 662.51%5.33%10.62%Q3 2016Q4 20176
MOTCO 660.03%0.03%0.04%Q1 2022Q2 20236
Rainier Group Investment Advisory LLC 660.11%0.16%0.27%Q4 2016Q1 20186
Qube Research & Technologies Ltd 310.01%0.02%0.06%Q3 2020Q3 20236
NICOLET ADVISORY SERVICES, LLC 330.05%0.13%0.20%Q1 2019Q1 20226
OLD POINT TRUST & FINANCIAL SERVICES N A 660.45%0.48%0.54%Q3 2013Q4 20146
FIDUCIENT ADVISORS LLC 660.14%0.21%0.46%Q4 2021Q1 20236
Winch Advisory Services, LLC 660.34%1.61%2.46%Q1 2014Q2 20156
Southeastern Asset Management 660.01%0.01%0.01%Q2 2013Q3 20146
Freestone Capital Holdings, LLC 510.02%0.03%0.04%Q1 2021Q4 20226
Zions Bancorporation, N.A. 660.04%0.04%0.05%Q3 2019Q4 20206
Sound View Wealth Advisors Group, LLC 660.13%0.16%0.20%Q2 2022Q3 20236
ARS Investment Partners, LLC 660.35%0.36%0.38%Q4 2016Q1 20186
Truehand, Inc 660.13%0.22%0.26%Q3 2020Q4 20216
KMS FINANCIAL SERVICES, INC 660.46%0.60%0.85%Q2 2013Q3 20146
AFFINITY WEALTH MANAGEMENT LLC 510.13%0.15%0.16%Q1 2016Q3 20176
Newbridge Financial Services Group, Inc. 510.24%0.26%0.27%Q1 2022Q3 20236
Corsicana & Co. 660.26%0.30%0.34%Q2 2021Q3 20226
Capital Investment Advisory Services, LLC 660.05%0.05%0.06%Q2 2022Q3 20236
Csenge Advisory Group 660.03%0.03%0.04%Q2 2022Q3 20236
First Affirmative Financial Network 660.39%0.56%0.73%Q3 2021Q4 20226
Corundum Group, Inc. 421.44%1.70%1.96%Q4 2013Q2 20156
CANANDAIGUA NATIONAL BANK & TRUST CO 420.13%0.17%0.24%Q2 2013Q4 20236
Cahill Wealth Management, LLC 667.56%7.88%8.64%Q1 2022Q2 20236
Eagle Bay Advisors LLC 660.50%0.67%0.92%Q2 2021Q3 20226
Arcus Capital Partners, LLC 660.29%0.33%0.42%Q4 2015Q1 20176
Platte River Capital LLC 660.06%0.18%0.36%Q2 2014Q3 20156
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.06%0.10%0.14%Q2 2015Q3 20166
1919 Investment Counsel, LLC 660.02%0.02%0.02%Q2 2013Q3 20146
NATIONAL PLANNING CORP 410.02%0.07%0.10%Q1 2014Q3 20176
SII INVESTMENTS INC/WI 310.02%0.03%0.04%Q3 2014Q2 20166
GLG LLC 660.16%0.23%0.29%Q1 2014Q2 20156
JOYN Advisors, Inc. 310.18%0.21%0.27%Q4 2017Q1 20206
QS Investors, LLC 660.01%0.02%0.02%Q2 2013Q3 20146
PRUDENTIAL FINANCIAL INC 310.00%0.00%0.00%Q3 2021Q3 20236
Apeiron RIA LLC 420.18%0.54%0.74%Q4 2021Q2 20236
Calamos Wealth Management LLC 550.04%0.04%0.05%Q4 2017Q4 20185
GAM Holding AG 410.02%0.03%0.05%Q2 2013Q3 20185
EMERSON INVESTMENT MANAGEMENT, LLC 410.04%0.04%0.04%Q3 2014Q1 20165
Mechanics Bank Trust Department 550.13%0.14%0.16%Q2 2013Q2 20145
AMUSSEN HUNSAKER ASSOCIATES LLC 410.09%0.11%0.12%Q1 2019Q2 20225
GW HENSSLER & ASSOCIATES LTD 410.02%0.04%0.07%Q3 2014Q1 20165
Outlook Wealth Advisors, LLC 550.19%0.22%0.28%Q4 2018Q4 20195
OARSMAN CAPITAL, INC. 550.44%0.45%0.48%Q3 2022Q3 20235
Verition Fund Management LLC 550.00%0.01%0.01%Q2 2020Q2 20215
SCHARF INVESTMENTS, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
WealthPlan Investment Management, LLC 410.43%0.67%0.96%Q1 2022Q2 20235
SIMMONS FIRST TRUST CO NA 550.18%0.38%0.57%Q4 2014Q4 20155
RETIREMENT CAPITAL STRATEGIES 410.15%0.18%0.24%Q3 2018Q2 20235
COWEN INC. 310.01%0.02%0.02%Q3 2014Q2 20185
Argentus Capital Management, LLC 550.00%0.01%0.03%Q3 2015Q3 20165
Sierra Capital LLC 550.08%0.08%0.08%Q3 2022Q3 20235
TRAN CAPITAL MANAGEMENT, L.P. 550.16%0.21%0.24%Q2 2019Q2 20205
20/20 Capital Management, Inc. 320.10%0.12%0.14%Q4 2019Q2 20215
NorthLanding Financial Partners, LLC 550.64%0.94%1.36%Q3 2022Q3 20235
Perkins Investment Management, LLC 550.00%0.02%0.03%Q1 2016Q1 20175
Blacksheep Fund Management Ltd 554.08%18.81%29.64%Q3 2022Q3 20235
DORCHESTER WEALTH MANAGEMENT Co 320.16%0.19%0.22%Q2 2022Q3 20235
General Partner, Inc. 5513.87%14.60%15.42%Q4 2022Q4 20235
PIN OAK INVESTMENT ADVISORS INC 550.33%0.45%0.56%Q1 2021Q1 20225
Apella Capital, LLC 410.06%0.07%0.08%Q2 2021Q2 20235
Zions Bancorporation 210.03%0.07%0.15%Q1 2015Q3 20185
WILMINGTON TRUST CO 550.06%0.06%0.07%Q2 2013Q2 20145
MJP ASSOCIATES INC /ADV 551.15%1.23%1.37%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.28%0.31%0.38%Q1 2015Q1 20165
Lebenthal Asset Management, LLC 551.15%1.63%3.38%Q1 2016Q1 20175
Intersect Capital LLC 550.49%0.53%0.57%Q4 2014Q4 20155
HoyleCohen, LLC 320.06%1.48%3.64%Q4 2017Q2 20215
Wealth Enhancement & Preservation of GA, LLC 550.50%1.98%3.26%Q2 2022Q2 20235
Hixon Zuercher, LLC 550.46%0.57%0.78%Q4 2019Q4 20205
Aveo Capital Partners, LLC 550.14%0.18%0.20%Q4 2016Q4 20175
EXENCIAL WEALTH ADVISORS, LLC 550.20%0.52%0.80%Q3 2019Q3 20205
TOBAM 550.02%0.02%0.02%Q4 2020Q4 20215
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.01%0.03%Q4 2019Q2 20225
Empirical Asset Management, LLC 550.43%0.46%0.50%Q4 2021Q4 20225
Newman & Schimel, LLC 550.39%0.48%0.69%Q4 2021Q4 20225
CFS, LLC 5558.76%64.19%73.06%Q1 2015Q1 20165
LILLEY & CO 552.07%2.17%2.29%Q2 2013Q2 20145
Advisory Services Network, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Wilmington Trust, National Association 550.11%0.12%0.14%Q2 2013Q2 20145
MARCUARD FAMILY OFFICE LTD 551.30%1.63%1.81%Q3 2013Q3 20145
COMMUNITY TRUST & INVESTMENT CO 550.19%0.20%0.21%Q3 2016Q3 20175
Peachtree Investment Advisors, Inc. 550.28%0.32%0.38%Q2 2014Q2 20155
Navis Wealth Advisors, LLC 550.29%0.33%0.38%Q4 2020Q4 20215
REDMONT WEALTH ADVISORS LLC 550.96%1.05%1.13%Q4 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.17%0.21%0.30%Q3 2022Q3 20235
Aquamarine Zurich AG 557.22%7.49%7.86%Q3 2022Q3 20235
Cresta Advisors, Ltd. 551.09%1.50%2.06%Q3 2022Q3 20235
BANKERS TRUST CO 550.36%0.42%0.48%Q2 2013Q2 20145
ExodusPoint Capital Management, LP 110.01%0.03%0.08%Q4 2019Q2 20235
MGO ONE SEVEN LLC 550.03%3.19%15.76%Q3 2022Q3 20235
55I, LLC 550.01%0.01%0.02%Q1 2021Q1 20225
VIRIDIAN RIA, LLC 550.29%19.25%95.01%Q1 2021Q1 20225
Crewe Advisors LLC 553.80%4.38%5.15%Q3 2022Q3 20235
COMERICA SECURITIES INC 410.04%0.05%0.07%Q4 2014Q1 20175
PROFESSIONAL PLANNING 410.70%0.86%0.98%Q2 2020Q3 20215
Foundations Investment Advisors, LLC 550.02%0.02%0.02%Q2 2022Q2 20235
Beacon Pointe Wealth Advisors, LLC 550.12%0.15%0.22%Q4 2018Q4 20195
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 550.40%0.44%0.52%Q2 2018Q2 20195
Legacy Advisors, LLC 410.16%0.36%0.61%Q3 2017Q4 20215
TIAA, FSB 550.13%0.17%0.19%Q2 2022Q2 20235
MERIDIAN MANAGEMENT CO 410.25%0.26%0.28%Q2 2015Q1 20185
Clearstead Trust, LLC 550.28%0.32%0.35%Q3 2022Q3 20235
Quantinno Capital Management LP 550.77%1.12%1.73%Q3 2022Q3 20235
PRW Wealth Management LLC 410.20%0.27%0.38%Q4 2018Q4 20205
NEW CENTURY INVESTMENT MANAGEMENT, INC 550.66%0.72%0.78%Q2 2014Q2 20155
Davis Asset Management, L.P. 552.85%3.41%3.73%Q3 2022Q3 20235
Aldebaran Capital, LLC 440.95%1.02%1.08%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Kaye Capital Management 440.48%0.73%1.47%Q4 2022Q3 20234
Flagstone Financial Management 440.46%0.50%0.57%Q4 2022Q3 20234
Financial Alternatives, Inc 440.89%0.94%0.98%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.17%0.20%0.22%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.41%0.88%1.26%Q4 2022Q3 20234
Longbow Finance SA 442.46%2.58%2.68%Q4 2022Q3 20234
PGIM Custom Harvest LLC 440.00%0.58%0.93%Q4 2020Q3 20214
Evergreen Wealth Management, LLC 440.70%0.74%0.80%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.48%0.50%0.53%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.89%1.14%1.42%Q4 2022Q3 20234
Wealthquest Corp 440.46%0.60%0.71%Q4 2014Q3 20154
SOLARIS ASSET MANAGEMENT LLC 440.16%0.16%0.17%Q1 2017Q4 20174
MILESTONE ASSET MANAGEMENT, LLC 440.18%0.24%0.28%Q4 2022Q3 20234
Quinn Opportunity Partners LLC 440.77%0.86%0.97%Q2 2017Q1 20184
Auto-Owners Insurance Co 442.60%2.74%2.88%Q4 2022Q3 20234
BERRY GROUP, LLC 440.16%0.18%0.20%Q4 2019Q3 20204
CPA Asset Management LLC 445.56%5.80%5.96%Q4 2022Q3 20234
Knollwood Investment Advisory, LLC 440.27%0.52%0.74%Q4 2022Q3 20234
Litman Gregory Wealth Management LLC 310.06%0.06%0.06%Q2 2022Q2 20234
REGIMEN WEALTH, LLC 440.40%0.47%0.63%Q4 2022Q3 20234
CHILDRESS CAPITAL ADVISORS, LLC 220.49%0.56%0.66%Q1 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.07%0.22%Q4 2022Q3 20234
Kennon-Green & Company, LLC 441.76%1.92%2.11%Q4 2022Q3 20234
Nordwand Advisors, LLC 4432.44%38.67%44.33%Q4 2022Q3 20234
True North Advisors, LLC 440.27%0.30%0.33%Q4 2022Q3 20234
Sterling Group Wealth Management, LLC 440.88%0.93%1.01%Q4 2022Q3 20234
NOESIS CAPITAL MANGEMENT CORP 440.17%0.18%0.19%Q2 2014Q1 20154
Whitford Management LLC 442.95%3.19%3.45%Q4 2022Q3 20234
Select Equity Group, L.P. 440.18%0.20%0.22%Q4 2013Q3 20144
Coho Partners, Ltd. 440.01%0.01%0.01%Q2 2020Q1 20214
Ruffer LLP 310.00%0.05%0.19%Q2 2013Q1 20154
Beaumont Financial Advisors, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.73%1.30%1.64%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.11%0.13%0.17%Q4 2022Q3 20234
Balboa Wealth Partners 441.06%1.12%1.27%Q3 2022Q2 20234
MISSION WEALTH MANAGEMENT, LP 310.04%0.12%0.17%Q1 2017Q4 20194
FourThought Financial Partners, LLC 440.30%0.32%0.34%Q4 2022Q3 20234
Baader Bank Aktiengesellschaft 440.09%0.11%0.14%Q4 2022Q3 20234
PFS Partners, LLC 440.67%0.81%0.92%Q4 2021Q3 20224
BUILDER INVESTMENT GROUP INC /ADV 440.20%0.21%0.22%Q4 2022Q3 20234
GenTrust, LLC 220.03%0.14%0.24%Q4 2016Q2 20224
Gratus Capital, LLC 440.14%0.15%0.18%Q4 2022Q3 20234
TrinityPoint Wealth, LLC 440.08%0.08%0.09%Q4 2020Q3 20214
LGL PARTNERS, LLC 440.22%0.24%0.26%Q1 2019Q4 20194
OPTIONS SOLUTIONS, LLC 310.82%1.03%1.13%Q4 2021Q1 20234
Centurion Wealth Management LLC 440.47%0.50%0.53%Q4 2022Q3 20234
EPACRIA CAPITAL PARTNERS, LLC 442.17%2.39%2.64%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.15%0.16%0.17%Q4 2022Q3 20234
Cardinal Point Wealth Management LLC 440.35%0.38%0.39%Q4 2020Q3 20214
Relyea Zuckerberg Hanson LLC 440.34%0.40%0.54%Q4 2022Q3 20234
Cardinal Point Capital Management, ULC 440.28%0.30%0.32%Q4 2022Q3 20234
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 440.04%0.05%0.06%Q3 2022Q2 20234
Retirement Solution Inc. 440.57%0.61%0.70%Q2 2021Q1 20224
Corient Private Wealth LLC 440.29%0.34%0.38%Q4 2022Q3 20234
CLOUGH CAPITAL PARTNERS L P 440.97%1.09%1.15%Q4 2022Q3 20234
Keel Point, LLC 440.81%0.85%0.88%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.05%0.06%0.07%Q4 2022Q3 20234
Saddle Road Partners, LLC 441.71%1.84%1.92%Q4 2015Q3 20164
Salomon & Ludwin, LLC 440.06%0.06%0.06%Q3 2022Q2 20234
JAMISON EATON & WOOD INC /NJ 310.05%0.06%0.06%Q3 2013Q1 20154
EASTERLY INVESTMENT PARTNERS LLC 440.04%0.05%0.06%Q4 2022Q3 20234
SPECTRUM ADVISORY SERVICES INC 441.89%1.98%2.04%Q2 2013Q1 20144
Narus Financial Partners, LLC 440.24%0.24%0.26%Q4 2016Q3 20174
Punch Card Capital, L.P. 4455.59%65.84%72.41%Q4 2013Q3 20144
First National Bank of Hutchinson 310.12%0.12%0.13%Q2 2013Q1 20154
Vestpro Financial Partners, Inc. dba CPF Texas 440.29%0.30%0.31%Q4 2017Q3 20184
CEDAR HILL ASSOCIATES, LLC 440.06%0.08%0.12%Q1 2018Q4 20184
Johnson Financial Group, LLC 440.28%0.40%0.72%Q4 2022Q3 20234
McIlrath & Eck, LLC 440.11%0.11%0.12%Q4 2022Q3 20234
BUSH ODONNELL INVESTMENT ADVISORS INC 311.18%3.42%4.23%Q2 2013Q2 20144
B. Riley Wealth Advisors, Inc. 310.01%0.12%0.45%Q4 2020Q2 20234
AMERICAN NATIONAL BANK & TRUST CO /VA/ 440.10%0.10%0.11%Q3 2014Q2 20154
OLD DOMINION CAPITAL MANAGEMENT INC 310.09%0.09%0.11%Q1 2020Q3 20214
Shorepoint Capital Partners LLC 440.13%0.14%0.16%Q4 2022Q3 20234
ELEMENT POINTE ADVISORS, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
TIEDEMANN TRUST CO 310.03%0.06%0.08%Q2 2015Q2 20164
NorthCoast Asset Management LLC 440.02%0.03%0.03%Q4 2020Q3 20214
Wagner Wealth Management, LLC 440.20%0.22%0.23%Q4 2017Q3 20184
Merit Financial Group, LLC 310.01%1.29%5.07%Q2 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.55%0.57%0.59%Q4 2020Q3 20214
J.P. Turner & Co Capital Mnagement, LLC 440.40%0.43%0.48%Q4 2014Q3 20154
Ten Capital Wealth Advisors, LLC 440.09%0.10%0.11%Q3 2020Q2 20214
FLAGSHIP HARBOR ADVISORS, LLC 440.09%0.09%0.10%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 220.02%0.03%0.03%Q3 2017Q3 20184
CMT Asset Management Ltd 440.83%1.10%1.38%Q1 2013Q4 20134
FINANCIAL CONSULATE, INC 210.15%0.17%0.18%Q1 2015Q4 20164
Riverview Trust Co 440.43%0.45%0.47%Q4 2022Q3 20234
Parkside Financial Bank & Trust 220.23%0.26%0.33%Q2 2014Q2 20154
Bleakley Financial Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Crew Capital Management, Ltd. 440.38%0.38%0.39%Q1 2021Q4 20214
Cardinal Point Wealth Management Partners, LLC 440.39%0.41%0.47%Q4 2021Q3 20224
HELIOS CAPITAL MANAGEMENT PTE. LTD 441.63%3.08%4.47%Q4 2021Q3 20224
Patriot Financial Group Insurance Agency, LLC 440.06%0.09%0.11%Q4 2022Q3 20234
Stelac Advisory Services LLC 440.05%0.06%0.07%Q3 2015Q2 20164
GeoWealth Management, LLC 440.07%0.21%0.38%Q3 2019Q2 20204
Avantax Planning Partners, Inc. 440.02%0.03%0.04%Q4 2016Q3 20174
Hochman Cole Investment Advisors, Inc. 440.16%0.17%0.18%Q1 2016Q4 20164
WEATHERLY ASSET MANAGEMENT L. P. 440.07%0.07%0.08%Q1 2016Q4 20164
CALDWELL SUTTER CAPITAL, INC. 440.27%0.33%0.41%Q4 2022Q3 20234
Estabrook Capital Management 440.05%0.06%0.06%Q2 2020Q1 20214
Costello Asset Management, INC 441.44%1.49%1.58%Q4 2018Q3 20194
TOWER TRUST Co 441.18%1.27%1.33%Q2 2013Q1 20144
COZAD ASSET MANAGEMENT INC 440.06%0.07%0.07%Q4 2022Q3 20234
SUMMIT CAPITAL MANAGEMENT LLC 440.07%0.08%0.09%Q3 2014Q2 20154
Lloyds Banking Group plc 440.02%0.05%0.08%Q2 2013Q1 20144
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.00%0.00%Q4 2016Q3 20234
Annapolis Financial Services, LLC 440.14%0.15%0.15%Q4 2022Q3 20234
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.14%0.25%0.59%Q1 2016Q4 20164
EVERMAY WEALTH MANAGEMENT LLC 220.09%0.13%0.18%Q3 2014Q2 20184
Capstone Financial Group, Inc. 440.22%0.27%0.33%Q4 2019Q3 20204
NORTHCAPE WEALTH MANAGEMENT, LLC 440.14%0.15%0.16%Q4 2021Q3 20224
Carr Financial Group Corp 440.41%0.43%0.49%Q4 2022Q3 20234
ANGLEPOINT ASSET MANAGEMENT, LTD. 440.10%0.25%0.40%Q1 2020Q4 20204
Noble Family Wealth, LLC 330.16%0.17%0.18%Q1 2023Q3 20233
AMERICAN ASSET MANAGEMENT INC. 330.22%0.22%0.22%Q2 2019Q4 20193
Kerrisdale Advisers, LLC 330.70%1.70%2.22%Q2 2013Q4 20133
Regent Investment Management LLC 330.11%0.12%0.12%Q1 2016Q3 20163
Estate Counselors, LLC 330.11%0.35%0.83%Q4 2017Q2 20183
Bollard Group LLC 330.03%0.04%0.04%Q1 2023Q3 20233
RELIANCE TRUST CO OF DELAWARE 330.05%0.05%0.05%Q4 2015Q2 20163
Columbia Asset Management 211.53%1.64%1.69%Q3 2016Q2 20173
Leucadia National 330.00%0.00%0.01%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.14%0.17%0.22%Q4 2018Q2 20193
GAM SYSTEMATIC LLP 330.10%0.13%0.17%Q4 2015Q2 20163
Dynamic Advisor Solutions LLC 210.11%0.21%0.26%Q4 2013Q3 20143
Sequoia Financial Advisors, LLC 210.03%0.03%0.04%Q1 2022Q3 20233
Signator Financial Services, Inc. 3328.00%30.68%33.79%Q1 2013Q3 20133
BlueCrest Capital Management Ltd 110.01%0.08%0.21%Q3 2017Q1 20223
Ironsides Asset Advisors, LLC 210.32%0.36%0.40%Q1 2016Q4 20163
Compass Ion Advisors, LLC 330.11%0.13%0.16%Q1 2022Q3 20223
Financial Advantage, Inc. 210.32%0.39%0.44%Q4 2020Q1 20233
Axiom Investment Management LLC 330.23%0.28%0.32%Q4 2018Q2 20193
RIVERSVILLE CAPITAL, INC. 330.56%0.58%0.60%Q2 2013Q4 20133
CUE ADVISORY SERVICES, INC. 330.18%0.18%0.19%Q1 2016Q3 20163
RFG Advisory, LLC 330.06%0.09%0.15%Q2 2021Q4 20213
CT Financial Advisors LLC 210.12%0.14%0.17%Q1 2014Q1 20153
Landmark Financial Advisors, LLC 330.21%0.22%0.24%Q4 2014Q2 20153
Highland Private Wealth Management 330.24%0.24%0.24%Q2 2017Q4 20173
Hutner Daniel Ellsworth 3310.51%10.62%10.82%Q4 2015Q2 20163
Avidian Wealth Solutions, LLC 210.03%0.05%0.09%Q2 2015Q3 20233
Whitegate Investment Counselors, Inc. 211.47%2.37%3.10%Q2 2019Q1 20223
Intellectus Partners, LLC 210.04%0.04%0.04%Q3 2017Q2 20183
VSR Financial Services, Inc. 210.04%0.07%0.13%Q2 2013Q1 20163
Doyle Wealth Management 330.07%0.07%0.08%Q1 2022Q3 20223
GLG INC. 330.09%0.11%0.13%Q2 2013Q4 20133
Kovack Advisors, Inc. 210.08%0.11%0.13%Q1 2016Q4 20173
Prime Capital Investment Advisors, LLC 330.02%0.36%0.69%Q4 2022Q2 20233
Castleview Partners, LLC 110.00%2.42%4.04%Q1 2018Q4 20213
Lutz Financial Services LLC 210.09%0.12%0.14%Q4 2017Q4 20183
VisionPoint Advisory Group, LLC 210.17%0.18%0.20%Q4 2018Q3 20193
United Capital Management of KS, Inc. 330.19%0.19%0.19%Q2 2022Q4 20223
NKCFO LLC 331.68%2.49%3.08%Q4 2018Q2 20193
CM WEALTH ADVISORS LLC 210.10%0.19%0.25%Q2 2022Q1 20233
Planning Solutions Group LLC 330.16%0.17%0.19%Q4 2018Q2 20193
Core Alternative Capital 330.06%0.07%0.08%Q1 2023Q3 20233
Avalon Trust Co 331.76%1.85%2.00%Q1 2023Q3 20233
Secure Asset Management, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
JSF Financial, LLC 330.20%0.23%0.25%Q1 2021Q3 20213
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 331.08%1.20%1.37%Q1 2023Q3 20233
Advisor Resource Council 110.04%0.04%0.04%Q2 2021Q2 20223
LOUNTZIS ASSET MANAGEMENT, LLC 330.25%0.26%0.28%Q2 2020Q4 20203
GoalVest Advisory LLC 330.26%0.28%0.30%Q2 2022Q4 20223
Foster Group, Inc. 330.05%0.06%0.06%Q4 2020Q2 20213
Privium Fund Management (UK) Ltd 218.06%8.93%9.87%Q1 2021Q4 20213
Bridge Advisory, LLC 330.20%0.20%0.20%Q2 2022Q4 20223
SageGuard Financial Group, LLC 330.17%0.18%0.19%Q4 2020Q2 20213
NorthCrest Asset Manangement, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
American Planning Services, Inc. 330.80%0.95%1.13%Q4 2021Q2 20223
Unconventional Investor, LLC 333.36%3.61%3.89%Q4 2021Q2 20223
VANCE WEALTH, INC. 330.24%0.24%0.25%Q1 2023Q3 20233
Strata Wealth Advisors, LLC 213.61%3.78%3.90%Q4 2022Q3 20233
3D ASSET MANAGEMENT, INC 210.07%0.08%0.09%Q1 2018Q3 20203
Sharper & Granite LLC 330.56%0.59%0.62%Q4 2022Q2 20233
Phillips Wealth Planners LLC 331.33%1.36%1.40%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.18%0.19%0.21%Q1 2023Q3 20233
Goldstein Advisors, LLC 330.51%0.54%0.57%Q4 2022Q2 20233
Arcadia Wealth Management, LLC 330.38%0.39%0.42%Q1 2023Q3 20233
River Street Advisors LLC 330.46%0.48%0.50%Q4 2022Q2 20233
LWMG, LLC 330.14%0.15%0.15%Q1 2023Q3 20233
WATERSHED PRIVATE WEALTH LLC 330.31%0.33%0.36%Q4 2022Q2 20233
Grey Street Capital, LLC 330.55%0.60%0.66%Q1 2023Q3 20233
Vawter Financial, Ltd. 331.79%1.95%2.18%Q4 2022Q2 20233
Meritas Wealth Management, LLC 330.37%0.38%0.39%Q4 2022Q2 20233
Magnetar Financial LLC 210.04%0.05%0.05%Q4 2022Q3 20233
ADIRONDACK TRUST CO 330.15%0.16%0.16%Q4 2015Q2 20163
Clark Capital Management Group, Inc. 330.01%0.01%0.01%Q1 2022Q3 20223
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 330.01%0.01%0.01%Q4 2013Q2 20143
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 330.36%0.41%0.45%Q2 2018Q4 20183
WEXFORD CAPITAL LP 330.03%0.03%0.03%Q2 2013Q4 20133
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.33%0.62%0.83%Q1 2018Q3 20183
Bares Capital Management 330.14%0.20%0.24%Q2 2014Q4 20143
Foyston, Gordon, & Payne Inc 330.68%0.91%1.08%Q2 2013Q4 20133
AMERICAN CAPITAL MANAGEMENT INC 330.04%0.04%0.04%Q4 2013Q2 20143
Suncoast Equity Management 330.11%0.14%0.19%Q3 2014Q1 20153
ROCKLAND TRUST CO 330.08%0.09%0.09%Q4 2014Q2 20153
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 330.09%0.09%0.10%Q1 2023Q3 20233
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.08%0.09%0.10%Q2 2013Q4 20133
HARVEST CAPITAL MANAGEMENT INC 330.19%0.20%0.22%Q2 2018Q4 20183
BURNHAM ASSET MANAGEMENT CORP /NY/ 330.12%0.13%0.13%Q2 2013Q4 20133
GUGGENHEIM CAPITAL LLC 330.01%0.02%0.03%Q2 2013Q4 20133
BEECHER INVESTORS INC 339.84%10.50%11.02%Q4 2021Q2 20223
DIXON HUBARD FEINOUR & BROWN INC/VA 330.04%0.05%0.05%Q4 2021Q2 20223
PRIVATE TRUST CO NA 330.05%0.06%0.06%Q1 2016Q3 20163
Capital International, Inc./CA/ 330.05%0.06%0.07%Q4 2019Q2 20203
WBH ADVISORY INC 330.11%0.18%0.22%Q4 2013Q2 20143
LAZARD ASSET MANAGEMENT LLC 330.00%0.00%0.01%Q4 2018Q2 20193
DEARBORN PARTNERS LLC 330.02%0.02%0.02%Q3 2014Q1 20153
DUBUQUE BANK & TRUST CO 330.05%0.05%0.05%Q1 2018Q3 20183
PRING TURNER CAPITAL GROUP INC 330.30%0.38%0.43%Q2 2018Q4 20183
ACG Wealth 210.09%0.09%0.10%Q4 2015Q3 20163
BT Wealth Management LLC 220.14%0.15%0.16%Q1 2020Q2 20202
SAROFIM FAYEZ 110.22%0.24%0.25%Q4 2012Q3 20132
ZACKS INVESTMENT MANAGEMENT 110.02%0.02%0.02%Q4 2014Q1 20232
Hamilton Point Investment Advisors, LLC 220.37%0.38%0.39%Q2 2023Q3 20232
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.03%0.04%Q3 2022Q4 20222
Plancorp, LLC 220.17%0.18%0.19%Q3 2020Q4 20202
Financial Avengers, Inc. 220.28%0.30%0.33%Q4 2021Q1 20222
WINTRUST INVESTMENTS LLC 220.47%0.57%0.67%Q2 2023Q3 20232
ATWOOD & PALMER INC 220.04%0.04%0.05%Q2 2014Q3 20142
RNC CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Wealthgate Family Office, LLC 220.52%0.52%0.52%Q4 2020Q1 20212
THRC Management, LLC 223.23%3.28%3.34%Q4 2021Q1 20222
IAG Wealth Partners, LLC 220.27%0.28%0.30%Q2 2023Q3 20232
WFA of San Diego, LLC 220.30%46.42%92.53%Q3 2020Q4 20202
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.05%0.10%0.15%Q4 2022Q3 20232
Aaron Wealth Advisors LLC 220.41%0.41%0.41%Q4 2022Q1 20232
UNITED BANK, INC. 220.08%0.08%0.08%Q3 2014Q4 20142
Paul John Balson 220.10%0.12%0.15%Q1 2020Q2 20202
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 220.13%0.14%0.15%Q2 2020Q3 20202
Mattern Wealth Management LLC 220.39%0.40%0.41%Q4 2019Q1 20202
Aufman Associates Inc 220.35%0.36%0.38%Q4 2019Q1 20202
SHEETS SMITH WEALTH MANAGEMENT 220.15%0.16%0.16%Q2 2023Q3 20232
Physician Wealth Advisors, Inc. 220.15%0.16%0.16%Q3 2019Q4 20192
Venture Visionary Partners LLC 220.33%0.34%0.35%Q2 2023Q3 20232
BlackRock Japan Co. Ltd 220.00%0.00%0.01%Q3 2016Q4 20162
Frisch Financial Group, Inc. 220.16%0.16%0.16%Q4 2019Q1 20202
JFG Wealth Management, LLC 220.16%0.17%0.17%Q2 2023Q3 20232
Unified Trust Company, N.A. 220.18%0.19%0.20%Q1 2020Q2 20202
S.E.E.D. Planning Group LLC 220.36%0.39%0.41%Q2 2023Q3 20232
Main Street Financial Solutions, LLC 220.06%0.10%0.14%Q2 2021Q3 20212
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Walleye Capital LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Employees Retirement System of Texas 220.02%0.02%0.02%Q3 2022Q4 20222
Migdal Insurance & Financial Holdings Ltd. 220.80%0.82%0.84%Q2 2023Q3 20232
Bedel Financial Consulting, Inc. 220.23%0.25%0.27%Q4 2017Q1 20182
PORTLAND INVESTMENT COUNSEL INC. 220.15%0.16%0.16%Q1 2019Q2 20192
Bristol County Savings Bank 221.36%1.38%1.39%Q3 2017Q4 20172
WHITENER CAPITAL MANAGEMENT, INC. 110.54%0.61%0.68%Q4 2018Q2 20192
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.00%0.00%0.00%Q1 2015Q1 20182
LAKE STREET ADVISORS GROUP, LLC 220.08%0.09%0.10%Q1 2018Q2 20182
GFS Advisors, LLC 110.00%0.04%0.08%Q1 2016Q4 20182
ZWJ INVESTMENT COUNSEL INC 110.07%0.09%0.12%Q4 2016Q2 20202
TCW GROUP INC 220.00%0.00%0.00%Q2 2013Q3 20132
Lafayette Investments 220.22%0.28%0.34%Q2 2019Q3 20192
EverSource Wealth Advisors, LLC 220.17%0.17%0.17%Q2 2023Q3 20232
Fieldpoint Private Securities, LLC 220.10%0.10%0.10%Q4 2019Q1 20202
Pacific Center for Financial Services 110.36%0.37%0.37%Q4 2016Q1 20182
GQG Partners LLC 220.93%0.97%1.00%Q3 2022Q4 20222
Surevest, LLC 220.18%0.21%0.24%Q4 2018Q1 20192
Sigma Planning Corp 220.06%0.06%0.06%Q4 2014Q1 20152
Dominick & Dominick LLC 220.10%0.11%0.12%Q3 2014Q4 20142
SIGNATUREFD, LLC 220.11%0.13%0.15%Q2 2019Q3 20192
FC Advisory LLC 220.19%0.19%0.20%Q4 2017Q1 20182
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Balentine LLC 220.12%0.12%0.12%Q3 2017Q4 20172
Probity Advisors, Inc. 220.09%0.10%0.10%Q2 2016Q3 20162
BEL AIR INVESTMENT ADVISORS LLC 220.10%0.10%0.10%Q1 2021Q2 20212
Column Capital Advisors, LLC 220.09%0.09%0.09%Q1 2021Q2 20212
PETTYJOHN, WOOD & WHITE, INC 111.13%1.15%1.17%Q2 2013Q4 20132
Blue Fin Capital, Inc. 220.15%0.16%0.16%Q4 2016Q1 20172
FIRSTMERIT BANK N A TRUSTEE 220.02%0.02%0.02%Q1 2016Q2 20162
JACOB ASSET MANAGEMENT OF NEW YORK LLC 220.42%0.44%0.46%Q2 2013Q3 20132
KHP Capital, LLC 220.21%0.21%0.22%Q4 2017Q1 20182
Carnick & Kubik, LLC 111.67%1.79%1.90%Q3 2014Q2 20152
Traynor Capital Management, Inc. 220.21%0.24%0.26%Q4 2014Q1 20152
FCG ADVISORS, LLC 220.07%0.07%0.08%Q1 2020Q2 20202
Daiwa Securities Group Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
Johanson Financial Advisors, Inc. 220.26%0.26%0.26%Q1 2016Q2 20162
Schonfeld Strategic Advisors LLC 110.00%0.01%0.02%Q1 2020Q3 20222
THOMPSON INVESTMENT MANAGEMENT, INC. 220.04%0.04%0.04%Q3 2014Q4 20142
Fiera Capital Inc. 220.18%0.19%0.19%Q2 2013Q3 20132
Scotia Asset Management L.P. 220.02%0.02%0.02%Q2 2013Q3 20132
Banyan Partners, LLC 221.33%1.40%1.46%Q2 2014Q3 20142
Winchester Group Inc. 220.11%0.11%0.11%Q2 2013Q3 20132
STIFEL NICOLAUS & CO INC \MO\ 220.06%0.07%0.07%Q2 2013Q3 20132
DFPG INVESTMENTS, LLC 220.99%1.10%1.22%Q4 2018Q1 20192
Silchester International Investors LLP 220.07%0.09%0.11%Q4 2017Q1 20182
Stillwater Investment Management, L.P. 225.31%7.20%9.09%Q2 2016Q3 20162
Immersion Capital LLP 111.63%3.75%5.86%Q4 2015Q2 20162
Vident Investment Advisory, LLC 220.10%0.10%0.11%Q2 2022Q3 20222
Sunbelt Securities, Inc. 110.08%0.16%0.25%Q4 2019Q4 20212
ETRADE Capital Management LLC 220.02%0.02%0.02%Q2 2020Q3 20202
VOLORIDGE INVESTMENT MANAGEMENT, LLC 220.11%0.12%0.13%Q2 2023Q3 20232
Ergoteles LLC 110.02%0.48%0.94%Q4 2020Q2 20232
Parallax Volatility Advisers, L.P. 220.03%0.07%0.11%Q2 2017Q3 20172
North Forty Management, LLC 111.43%1.91%2.38%Q4 2015Q4 20162
WEALTH MANAGEMENT RESOURCES, INC. 110.29%0.40%0.51%Q1 2023Q3 20232
One Capital Management, LLC 220.28%0.30%0.31%Q1 2014Q2 20142
Family Firm, Inc. 220.22%0.23%0.24%Q4 2014Q1 20152
Stanley-Laman Group, Ltd. 220.09%0.09%0.09%Q2 2023Q3 20232
SIGNET FINANCIAL MANAGEMENT, LLC 110.04%0.05%0.05%Q2 2015Q1 20162
Prairie Sky Financial Group LLC 224.22%4.35%4.49%Q2 2023Q3 20232
UNION SAVINGS BANK 2210.23%10.42%10.60%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.45%0.64%0.82%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.56%0.58%0.60%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 221.43%1.49%1.55%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.05%0.05%0.05%Q3 2022Q4 20222
Family CFO Inc 220.44%0.49%0.54%Q4 2021Q1 20222
Exchange Bank 221.50%1.52%1.53%Q2 2023Q3 20232
Frontier Asset Management, LLC 220.22%0.33%0.44%Q4 2022Q1 20232
Azimuth Capital Management LLC 220.02%0.02%0.02%Q1 2018Q2 20182
Kearns & Associates LLC 220.44%0.50%0.55%Q4 2021Q1 20222
STUDIO INVESTMENT MANAGEMENT LLC 220.16%0.17%0.18%Q3 2021Q4 20212
Financial Planners of Cleveland, Inc. 220.39%0.42%0.44%Q4 2021Q1 20222
RATIONAL ADVISORS LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Linscomb & Williams, Inc. 110.02%0.02%0.02%Q2 2016Q2 20161
Farmer Steven Patrick 110.03%0.03%0.03%Q2 2022Q2 20221
Kampmann Melissa S. 110.51%0.51%0.51%Q3 2023Q3 20231
Spectrum Planning & Advisory Services Inc. 110.76%0.76%0.76%Q1 2023Q1 20231
Sullivan, Bruyette, Speros & Blaney, LLC 110.05%0.05%0.05%Q3 2017Q3 20171
Ovata Capital Management Ltd 110.12%0.12%0.12%Q2 2020Q2 20201
Consulta Ltd 111.45%1.45%1.45%Q2 2013Q2 20131
Bison Wealth, LLC 110.55%0.55%0.55%Q3 2016Q3 20161
Wallington Asset Management, LLC 110.07%0.07%0.07%Q2 2016Q2 20161
DAVIDSON INVESTMENT ADVISORS 110.21%0.21%0.21%Q4 2018Q4 20181
Keel Point Advisors, LLC 110.36%0.36%0.36%Q4 2014Q4 20141
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Irish Life Investment Managers Ltd. 110.36%0.36%0.36%Q2 2013Q2 20131
Simcah Management LLC 116.98%6.98%6.98%Q4 2013Q4 20131
Allen Mooney & Barnes Investment Advisors LLC 110.11%0.11%0.11%Q3 2023Q3 20231
CMT Capital Markets Trading GmbH 111.17%1.17%1.17%Q1 2017Q1 20171
Leicht Financial Planning & Wealth Management, Inc. 110.26%0.26%0.26%Q1 2020Q1 20201
Bayesian Capital Management, LP 110.25%0.25%0.25%Q4 2018Q4 20181
Stratos Investment Management, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Mizuho Trust & Banking Co., Ltd. 110.00%0.00%0.00%Q4 2014Q4 20141
First Heartland Consultants, Inc. 110.09%0.09%0.09%Q3 2014Q3 20141
Stamos Capital Partners, L.P. 110.46%0.46%0.46%Q4 2018Q4 20181
FIRST INTERSTATE BANCSYSTEM INC 110.18%0.18%0.18%Q1 2021Q1 20211
Global Financial Private Capital, Inc 110.15%0.15%0.15%Q3 2017Q3 20171
BW Gestao de Investimentos Ltda. 1114.91%14.91%14.91%Q1 2016Q1 20161
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
Next Level Private LLC 110.63%0.63%0.63%Q2 2022Q2 20221
TRAIN BABCOCK ADVISORS LLC 110.13%0.13%0.13%Q2 2013Q2 20131
IRON Financial LLC 110.45%0.45%0.45%Q3 2022Q3 20221
Woodson Capital Management, LP 112.97%2.97%2.97%Q4 2016Q4 20161
BSW Wealth Partners 110.11%0.11%0.11%Q1 2020Q1 20201
Lehman Brothers Holdings Inc. 110.03%0.03%0.03%Q3 2013Q3 20131
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Orbitronix, LP 111.28%1.28%1.28%Q1 2014Q1 20141
EMS Capital LP 110.03%0.03%0.03%Q1 2020Q1 20201
RB Capital Management, LLC 110.24%0.24%0.24%Q4 2016Q4 20161
RAM Investment Partners, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.03%0.03%0.03%Q2 2020Q2 20201
Dakota Wealth Management 110.02%0.02%0.02%Q3 2023Q3 20231
Allie Family Office LLC 112.31%2.31%2.31%Q1 2022Q1 20221
RGT Wealth Advisors, LLC 110.90%0.90%0.90%Q3 2016Q3 20161
PICTET ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q1 2015Q1 20151
Karp Capital Management Corp 110.02%0.02%0.02%Q1 2017Q1 20171
Greenwich Investment Management, Inc. 110.27%0.27%0.27%Q1 2017Q1 20171
Cascade Investment Advisors, Inc. 110.21%0.21%0.21%Q2 2016Q2 20161
Independence Advisors, LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Accredited Investors Inc. 110.13%0.13%0.13%Q2 2013Q2 20131
CANADA PENSION PLAN INVESTMENT BOARD 110.04%0.04%0.04%Q3 2013Q3 20131
American Money Management, LLC 110.62%0.62%0.62%Q2 2014Q2 20141
SAGE FINANCIAL GROUP INC 110.13%0.13%0.13%Q4 2015Q4 20151
WEALTHFRONT Corp 110.01%0.01%0.01%Q3 2018Q3 20181
Edmond de Rothschild (Europe) 110.20%0.20%0.20%Q2 2015Q2 20151
LEAVELL INVESTMENT MANAGEMENT, INC. 110.03%0.03%0.03%Q2 2010Q2 20101
Farther Finance Advisors, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Lunt Capital Management, Inc. 110.28%0.28%0.28%Q2 2023Q2 20231
Gemmer Asset Management LLC 110.07%0.07%0.07%Q2 2023Q2 20231
SevenBridge Financial Group, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
First National Advisers, LLC 113.80%3.80%3.80%Q3 2023Q3 20231
Cider Mill Investments LP 112.54%2.54%2.54%Q4 2017Q4 20171
ARS Wealth Advisors Group, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
WOODMONT INVESTMENT COUNSEL LLC 110.77%0.77%0.77%Q4 2016Q4 20161
Activest Wealth Management 110.28%0.28%0.28%Q2 2023Q2 20231
CYRUS CAPITAL PARTNERS, L.P. 110.12%0.12%0.12%Q4 2019Q4 20191
Jackson Wealth Management, LLC 115.29%5.29%5.29%Q1 2022Q1 20221
Riverwater Partners LLC 110.41%0.41%0.41%Q3 2022Q3 20221
WILLIAM HARRIS INVESTORS INC 113.51%3.51%3.51%Q4 2016Q4 20161
Magellan Asset Management Ltd 112.81%2.81%2.81%Q3 2018Q3 20181
Threshold Group LLC 111.10%1.10%1.10%Q3 2017Q3 20171
Koss-Olinger Consulting, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.23%0.23%0.23%Q2 2022Q2 20221
Curi Wealth Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
MCF Advisors LLC 110.16%0.16%0.16%Q2 2016Q2 20161
SkyView Investment Advisors, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
OUTFITTER FINANCIAL LLC 110.34%0.34%0.34%Q4 2020Q4 20201
GRIES FINANCIAL LLC 110.11%0.11%0.11%Q2 2021Q2 20211
Urban Wealth Management, LLC 110.29%0.29%0.29%Q4 2020Q4 20201
MITCHELL SINKLER & STARR/PA 110.15%0.15%0.15%Q4 2022Q4 20221
FIRST HORIZON CORP 110.05%0.05%0.05%Q2 2013Q2 20131
Halpern Financial, Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.69%0.69%0.69%Q2 2018Q2 20181
Elk River Wealth Management, LLC 110.51%0.51%0.51%Q4 2021Q4 20211
GUARDIAN INVESTMENT MANAGEMENT 112.13%2.13%2.13%Q4 2020Q4 20201
TEALWOOD ASSET MANAGEMENT INC 110.20%0.20%0.20%Q4 2016Q4 20161
TIAA TRUST, NATIONAL ASSOCIATION 110.15%0.15%0.15%Q3 2023Q3 20231
Allen Capital Group, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Allegiant Private Advisors, LLC 111.01%1.01%1.01%Q4 2020Q4 20201
Octavia Wealth Advisors, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
Running Point Capital Advisors, LLC 110.20%0.20%0.20%Q4 2020Q4 20201
THOROUGHBRED FINANCIAL SERVICES, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.25%0.25%0.25%Q4 2016Q4 20161
Alpine Global Management, LLC 110.07%0.07%0.07%Q2 2015Q2 20151
Colorado Capital Management, Inc. 110.65%0.65%0.65%Q4 2015Q4 20151
MADRONA FUNDS, LLC 110.23%0.23%0.23%Q3 2019Q3 20191
Airain ltd 110.08%0.08%0.08%Q4 2015Q4 20151
State of New Jersey Common Pension Fund A 110.08%0.08%0.08%Q1 2014Q1 20141
D. E. Shaw & Co., Inc. 110.03%0.03%0.03%Q2 2015Q2 20151
Select Asset Management & Trust 110.56%0.56%0.56%Q4 2020Q4 20201
Sycale Advisors (NY) LLC 116.37%6.37%6.37%Q4 2020Q4 20201
Douglas C. Lane & Associates, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
ASSETMARK, INC 110.00%0.00%0.00%Q4 2021Q4 20211
YALE UNIVERSITY 110.77%0.77%0.77%Q3 2019Q3 20191
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Waverton Investment Management Ltd 114.10%4.10%4.10%Q1 2016Q1 20161
COOLIDGE FRANCIS L 110.21%0.21%0.21%Q2 2013Q2 20131
TOBIAS FINANCIAL ADVISORS, INC. 110.14%0.14%0.14%Q4 2021Q4 20211
Mission Creek Capital Partners, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
NBT BANK N A /NY 110.26%0.26%0.26%Q3 2023Q3 20231
KNIGHT CAPITAL GROUP LLC 110.73%0.73%0.73%Q2 2013Q2 20131
Matthew Goff Investment Advisor, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
R. W. Roge & Company, Inc. 110.23%0.23%0.23%Q2 2022Q2 20221
Investors Financial Group, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Beacon Financial Advisory LLC 110.59%0.59%0.59%Q3 2023Q3 20231
CAZENOVE CAPITAL MANAGEMENT LTD 111.08%1.08%1.08%Q2 2013Q2 20131
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.26%0.26%0.26%Q1 2017Q1 20171
Stonehage Fleming (UK) Ltd 110.40%0.40%0.40%Q1 2014Q1 20141
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.71%0.71%0.71%Q2 2020Q2 20201
ROMAN BUTLER FULLERTON & CO 110.25%0.25%0.25%Q1 2023Q1 20231
BRC Investment Management LLC 110.03%0.03%0.03%Q2 2015Q2 20151
MENTA CAPITAL LLC 110.76%0.76%0.76%Q2 2013Q2 20131
OneAscent Financial Services LLC 114.46%4.46%4.46%Q3 2019Q3 20191
Weaver Consulting Group 110.17%0.17%0.17%Q4 2019Q4 20191
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.06%0.06%0.06%Q3 2018Q3 20181
Lehman & Derafelo Financial Resources LLC 110.28%0.28%0.28%Q4 2022Q4 20221
Inscription Capital, LLC 110.43%0.43%0.43%Q2 2021Q2 20211
UNIVERSITY OF CHICAGO 110.25%0.25%0.25%Q4 2012Q4 20121
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Pegasus Partners Ltd. 110.27%0.27%0.27%Q2 2015Q2 20151
ALTERNA WEALTH MANAGEMENT, INC 110.04%0.04%0.04%Q4 2018Q4 20181
THOMASPARTNERS, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Pacific Wealth Strategies Group, Inc. 110.49%0.49%0.49%Q4 2018Q4 20181
Sargent Investment Group, LLC 110.51%0.51%0.51%Q3 2023Q3 20231
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2018Q4 20181
Lesa Sroufe & Co 110.45%0.45%0.45%Q4 2021Q4 20211
FIRST FINANCIAL EQUITY CORPORATION 110.09%0.09%0.09%Q1 2017Q1 20171
EASTERN BANK 110.04%0.04%0.04%Q2 2019Q2 20191
HBK Sorce Advisory LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Mariner Wealth Advisors-NYC, LLC 110.21%0.21%0.21%Q1 2015Q1 20151
Friedberg Investment Management 110.09%0.09%0.09%Q4 2014Q4 20141
Questar Asset Management, Inc. 110.72%0.72%0.72%Q4 2018Q4 20181
SlateStone Wealth, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
NBC SECURITIES, INC. 112.68%2.68%2.68%Q3 2023Q3 20231
FENIMORE ASSET MANAGEMENT TRUST 112.78%2.78%2.78%Q3 2013Q3 20131
MIC Capital Management UK LLP 115.34%5.34%5.34%Q4 2021Q4 20211
Swift Run Capital 110.25%0.25%0.25%Q2 2018Q2 20181
OBH Inc. 110.06%0.06%0.06%Q2 2013Q2 20131
Sandhill Capital Partners LLC 110.17%0.17%0.17%Q2 2013Q2 20131
PARK AVENUE SECURITIES LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Paragon Capital Management LLC 110.16%0.16%0.16%Q3 2015Q3 20151
ADVISOR CONSULTANT NETWORK INC 110.06%0.06%0.06%Q3 2016Q3 20161
Sunesis Advisors, LLC 114.92%4.92%4.92%Q1 2020Q1 20201
MinichMacGregor Wealth Management, LLC 111.13%1.13%1.13%Q4 2018Q4 20181
FIRST MERCANTILE TRUST CO 110.72%0.72%0.72%Q1 2014Q1 20141
ABLE Financial Group, LLC 110.30%0.30%0.30%Q1 2023Q1 20231
Financial Architects, Inc 110.15%0.15%0.15%Q3 2017Q3 20171
Titus Wealth Management 114.10%4.10%4.10%Q2 2022Q2 20221
Larson Financial Group LLC 110.33%0.33%0.33%Q3 2021Q3 20211
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q3 2022Q3 20221
Montecito Bank & Trust 110.18%0.18%0.18%Q3 2016Q3 20161
ORG Partners LLC 111.85%1.85%1.85%Q2 2023Q2 20231
Clarus Wealth Advisors 114.21%4.21%4.21%Q1 2023Q1 20231
MSI Financial Services Inc 110.01%0.01%0.01%Q4 2016Q4 20161
Claybrook Capital, LLC 1110.99%10.99%10.99%Q4 2018Q4 20181
External links

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