BERKSHIRE HATHAWAY INC DEL shareholder history

Current and past BERKSHIRE HATHAWAY INC DEL shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.11%0.57%Q1 2012Q3 2023138
HSBC HOLDINGS PLC 47470.00%0.23%1.07%Q1 2012Q3 2023127
BANK OF AMERICA CORP /DE/ 42420.00%0.11%0.37%Q2 2013Q3 2023126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.02%0.19%0.72%Q2 2013Q3 2023126
CITIGROUP INC 42420.01%0.11%0.38%Q2 2013Q3 2023126
BARCLAYS PLC 42420.00%0.17%1.59%Q2 2013Q3 2023123
Walleye Trading LLC 42420.00%0.13%0.43%Q2 2013Q3 2023122
D. E. Shaw & Co., Inc. 42420.00%0.23%1.56%Q2 2013Q3 2023120
BNP PARIBAS FINANCIAL MARKETS 3740.00%0.21%1.78%Q2 2013Q3 2023107
Parallax Volatility Advisers, L.P. 25160.00%0.08%0.39%Q2 2013Q3 2023106
UBS Group AG 36360.00%0.11%0.45%Q4 2014Q3 2023104
Citadel Advisors 42420.00%0.09%0.27%Q2 2013Q3 202399
WELLS FARGO & COMPANY/MN 42420.00%0.15%0.49%Q2 2013Q3 202398
Twin Tree Management, LP 1940.00%0.19%1.41%Q4 2012Q2 202398
CAPITAL FUND MANAGEMENT S.A. 30110.00%0.17%1.04%Q2 2013Q3 202390
CHECK CAPITAL MANAGEMENT INC/CA 454512.22%26.24%54.41%Q3 2012Q3 202390
DEUTSCHE BANK AG\ 41410.00%0.21%0.80%Q3 2013Q3 202389
MILLENNIUM MANAGEMENT LLC 2460.00%0.08%0.30%Q2 2013Q3 202385
ROYAL BANK OF CANADA 42420.00%0.23%0.89%Q2 2013Q3 202383
Jefferies Group LLC 3410.00%0.02%0.17%Q2 2013Q3 202282
Creative Planning 42420.00%1.02%2.87%Q2 2013Q3 202382
Cutler Group LLC / CA 1510.00%0.12%1.06%Q4 2015Q3 202379
WOLVERINE TRADING, LLC 1310.01%0.20%0.47%Q3 2016Q3 202378
CAPSTONE INVESTMENT ADVISORS, LLC 2110.00%0.27%1.18%Q2 2013Q3 202378
CREDIT SUISSE AG/ 43430.00%0.23%0.66%Q1 2013Q3 202378
NOMURA HOLDINGS INC 28130.00%0.05%0.27%Q4 2012Q1 202372
WS MANAGEMENT LLLP 42420.05%5.88%17.54%Q2 2013Q3 202371
Bank of New York Mellon Corp 51510.00%0.74%7.48%Q1 2011Q3 202365
TWO SIGMA SECURITIES, LLC 2410.00%0.12%1.26%Q1 2016Q3 202364
WOLVERINE ASSET MANAGEMENT LLC 1810.00%0.04%0.28%Q2 2013Q3 202362
JANE STREET GROUP, LLC 3710.00%0.07%0.33%Q1 2014Q3 202361
PEAK6 Investments LLC 21210.00%0.08%0.42%Q3 2018Q3 202361
PEAK6 Group LLC 21210.00%0.09%0.32%Q2 2013Q2 201860
HUNTINGTON NATIONAL BANK 59590.02%0.54%0.98%Q1 2009Q3 202359
BANK OF MONTREAL /CAN/ 3920.00%0.19%0.38%Q2 2013Q3 202353
SHEPHERD KAPLAN KROCHUK, LLC 42420.42%2.86%7.80%Q2 2013Q3 202353
DONALDSON CAPITAL MANAGEMENT, LLC 2520.08%0.21%0.93%Q1 2010Q3 202352
AMALGAMATED BANK 52520.75%1.19%1.89%Q4 2010Q3 202352
Zuckerman Investment Group, LLC 51510.19%3.21%6.17%Q1 2011Q3 202351
US BANCORP \DE\ 42420.00%0.35%0.52%Q2 2013Q3 202351
FLOSSBACH VON STORCH AG 4740.00%5.96%12.43%Q4 2010Q3 202351
Fort Point Capital Partners LLC 2730.12%0.59%1.05%Q3 2014Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.59%0.87%1.37%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.37%0.81%1.69%Q3 2011Q3 202349
MUFG Americas Holdings Corp 48480.59%0.81%1.04%Q4 2010Q3 202248
Rehmann Capital Advisory Group 1610.06%0.39%0.89%Q1 2010Q3 202348
Steigerwald, Gordon & Koch Inc. 48480.16%0.21%0.28%Q4 2011Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.09%0.38%0.61%Q4 2011Q3 202348
Allianz Asset Management GmbH 42420.00%0.14%0.32%Q2 2013Q3 202348
Ballentine Partners, LLC 42420.01%0.20%0.30%Q2 2013Q3 202348
First Horizon Advisors, Inc. 47470.01%0.20%0.54%Q1 2012Q3 202347
Zhang Financial LLC 47470.86%1.82%2.59%Q1 2012Q3 202347
Locust Wood Capital Advisers 42420.13%2.07%4.53%Q2 2013Q3 202347
Tortoise Investment Management, LLC 44440.00%0.95%1.40%Q4 2012Q3 202347
Cubist Systematic Strategies, LLC 38380.00%0.12%0.45%Q2 2014Q3 202346
HighTower Advisors, LLC 1780.00%0.96%1.72%Q2 2013Q3 202346
Raymond James Financial Services Advisors, Inc. 30110.00%0.74%1.21%Q2 2013Q3 202346
TWO SIGMA INVESTMENTS, LP 1310.00%0.04%0.31%Q2 2014Q3 202345
MONETA GROUP INVESTMENT ADVISORS LLC 45450.40%1.22%2.64%Q3 2012Q3 202345
Lido Advisors, LLC 31310.01%0.18%0.44%Q1 2016Q3 202345
LPL Financial LLC 42420.00%0.31%0.48%Q2 2013Q3 202345
GLENMEDE TRUST CO NA 45450.00%0.27%0.47%Q3 2012Q3 202345
Mirae Asset Global Investments Co., Ltd. 4230.02%0.07%0.21%Q4 2011Q3 202345
INTEGRAL DERIVATIVES, LLC 17170.01%0.27%0.92%Q1 2014Q1 201845
Calamos Advisors LLC 42420.16%0.34%0.55%Q2 2013Q3 202345
MAI Capital Management 42420.01%0.34%0.68%Q2 2013Q3 202345
CREDIT AGRICOLE S A 42420.00%0.36%1.98%Q2 2013Q3 202344
FRANKLIN RESOURCES INC 42420.00%0.07%0.35%Q2 2013Q3 202344
SOMERVILLE KURT F 44440.15%0.24%0.32%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.10%0.30%0.51%Q2 2010Q3 202344
Joel Isaacson & Co., LLC 44440.45%0.57%0.73%Q4 2012Q3 202344
PALISADE CAPITAL MANAGEMENT, LP 44440.02%0.18%0.35%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.13%0.37%0.51%Q4 2012Q3 202344
PUZO MICHAEL J 44440.24%0.40%0.64%Q4 2012Q3 202344
BEACH INVESTMENT COUNSEL INC/PA 44440.24%0.62%2.28%Q1 2013Q4 202344
CIBC WORLD MARKET INC. 3470.03%0.38%0.88%Q2 2013Q3 202344
RWWM, Inc. 444411.40%14.71%23.20%Q4 2012Q3 202344
Private Wealth Partners, LLC 42420.00%1.60%3.04%Q2 2013Q3 202344
First Financial Bank - Trust Division 44440.10%0.26%0.78%Q1 2013Q4 202344
BROWN ADVISORY INC 42420.00%0.67%1.16%Q2 2013Q3 202344
East Coast Asset Management, LLC. 44443.01%7.55%14.66%Q4 2012Q3 202344
HMS Capital Management, LLC 1230.03%0.20%0.39%Q1 2017Q3 202344
NWAM LLC 32120.24%1.31%2.18%Q2 2012Q3 202344
Veritable, L.P. 43430.38%0.77%1.04%Q4 2012Q2 202343
Hemenway Trust Co LLC 43430.02%0.33%0.57%Q1 2013Q3 202343
FULTON BANK, N.A. 43430.18%0.31%0.42%Q2 2013Q4 202343
PRIVATE TRUST CO NA 43430.20%0.52%0.99%Q1 2013Q3 202343
RAYMOND JAMES & ASSOCIATES 42420.00%0.56%0.72%Q2 2013Q3 202343
COMMERCE BANK 43430.31%0.41%0.61%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.60%0.84%1.08%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.94%1.23%1.63%Q1 2013Q3 202343
EVERGREEN CAPITAL MANAGEMENT LLC 42420.00%0.62%1.24%Q2 2013Q3 202343
MAR VISTA INVESTMENT PARTNERS LLC 43432.73%5.62%7.61%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.93%1.13%1.41%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.52%0.95%1.82%Q1 2013Q3 202343
WOODSTOCK CORP 43430.20%0.42%0.84%Q2 2013Q4 202343
VAUGHAN DAVID INVESTMENTS LLC/IL 43430.03%0.05%0.08%Q1 2013Q3 202343
CPWM, LLC 3940.14%0.46%0.90%Q4 2011Q3 202243
APPLETON PARTNERS INC/MA 43430.22%0.34%0.55%Q2 2013Q4 202343
CHEMUNG CANAL TRUST CO 43430.42%1.22%2.25%Q2 2013Q4 202343
AQR Capital Management 4210.25%0.48%0.64%Q4 2012Q3 202343
Cheviot Value Management, LLC 434312.03%17.24%20.36%Q1 2013Q3 202343
Goelzer Investment Management, Inc. 43430.57%0.74%0.96%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.76%1.17%1.46%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.21%0.34%0.44%Q1 2013Q3 202343
Pekin Hardy Strauss, Inc. 43430.22%1.55%2.80%Q1 2013Q3 202343
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.78%1.08%1.32%Q1 2013Q3 202343
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.01%0.10%0.79%Q4 2016Q3 202343
TEALWOOD ASSET MANAGEMENT INC 33100.65%0.93%1.16%Q1 2013Q4 202343
LEVIN CAPITAL STRATEGIES, L.P. 42420.02%0.28%0.85%Q2 2013Q3 202343
BALDWIN BROTHERS LLC/MA 43430.20%1.63%3.25%Q2 2013Q4 202343
SHUFRO ROSE & CO LLC 4210.63%1.60%2.95%Q3 2012Q3 202343
TCI Wealth Advisors, Inc. 30130.70%1.46%2.27%Q4 2012Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.14%0.20%0.27%Q2 2013Q4 202343
BROWN BROTHERS HARRIMAN & CO 43432.73%4.14%5.86%Q1 2013Q3 202343
BANK OF NOVA SCOTIA 43430.02%0.26%1.10%Q1 2013Q3 202343
ALLIANCEBERNSTEIN L.P. 42420.00%0.74%1.31%Q2 2013Q3 202343
LYNCH & ASSOCIATES/IN 43430.18%0.50%1.20%Q2 2013Q4 202343
Sabal Trust CO 42420.03%0.12%0.44%Q2 2013Q3 202342
Coastline Trust Co 42420.33%0.61%1.25%Q2 2013Q3 202342
RMB Capital Management, LLC 42420.03%0.13%0.45%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.53%0.76%0.99%Q2 2013Q3 202342
Violich Capital Management, Inc. 42421.73%2.39%3.15%Q2 2013Q3 202342
WEDGE CAPITAL MANAGEMENT L L P/NC 42420.13%0.18%0.28%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.12%0.17%0.24%Q2 2013Q3 202342
EAGLE CAPITAL MANAGEMENT LLC 42420.06%5.41%8.77%Q2 2013Q3 202342
Cannell & Co. 42420.02%2.12%3.25%Q2 2013Q3 202342
CORTLAND ASSOCIATES INC/MO 42420.07%0.25%0.47%Q2 2013Q3 202342
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 42422.28%4.13%6.08%Q2 2013Q3 202342
S&T BANK/PA 42421.11%1.53%1.92%Q2 2013Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42420.45%1.03%1.92%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42422.96%4.07%5.54%Q2 2013Q3 202342
Smithfield Trust Co 42420.46%0.60%1.00%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.05%0.16%0.20%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.05%2.44%5.13%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.12%0.28%0.56%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.75%1.36%1.85%Q2 2013Q3 202342
D L CARLSON INVESTMENT GROUP INC 42420.06%0.82%3.15%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.19%0.28%0.39%Q2 2013Q3 202342
EXCALIBUR MANAGEMENT CORP 42422.48%3.46%5.30%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.18%0.61%1.32%Q2 2013Q3 202342
PRIVATE ASSET MANAGEMENT INC 42420.52%1.06%2.04%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.80%1.00%1.25%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.05%0.13%0.24%Q2 2013Q3 202342
Avenir Corp 42420.63%2.21%5.10%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.14%1.03%2.22%Q2 2013Q3 202342
TIMUCUAN ASSET MANAGEMENT INC/FL 42424.41%5.53%7.22%Q2 2013Q3 202342
Segment Wealth Management, LLC 42420.20%2.24%4.88%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42422.19%2.53%2.92%Q2 2013Q3 202342
INTRUST BANK NA 42420.25%0.83%1.26%Q2 2013Q3 202342
DAVIS SELECTED ADVISERS 42420.56%1.49%2.48%Q2 2013Q3 202342
OARSMAN CAPITAL, INC. 42420.59%0.90%1.57%Q2 2013Q3 202342
FOSTER DYKEMA CABOT & CO INC/MA 42422.45%5.08%9.75%Q2 2013Q3 202342
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 42420.64%1.14%2.26%Q2 2013Q3 202342
LEE DANNER & BASS INC 42428.76%10.18%12.10%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.78%1.36%1.81%Q2 2013Q3 202342
BARR E S & CO 424211.37%13.42%15.41%Q2 2013Q3 202342
Osher Van de Voorde Investment Management 42423.65%4.61%5.73%Q2 2013Q3 202342
Murphy Pohlad Asset Management LLC 42422.36%3.26%3.98%Q2 2013Q3 202342
MONARCH CAPITAL MANAGEMENT INC/ 42420.23%0.37%0.67%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.07%0.10%0.18%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.06%0.11%0.28%Q2 2013Q3 202342
SAYBROOK CAPITAL /NC 42423.61%7.50%11.90%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42421.05%1.83%2.47%Q2 2013Q3 202342
SSI INVESTMENT MANAGEMENT LLC 42420.04%0.07%0.17%Q2 2013Q3 202342
Colonial Trust Advisors 42420.06%0.31%0.87%Q2 2013Q3 202342
Redmond Asset Management, LLC 42420.33%1.36%2.47%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.98%1.46%1.87%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42421.06%1.28%1.58%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.01%0.17%0.38%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.60%0.91%1.59%Q2 2013Q3 202342
Edge Wealth Management LLC 42420.12%1.96%3.53%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.01%0.24%0.56%Q2 2013Q3 202342
LVM CAPITAL MANAGEMENT LTD/MI 42420.16%0.18%0.23%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.26%0.41%0.59%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42420.09%0.25%1.01%Q2 2013Q3 202342
Clarkston Capital Partners, LLC 42420.01%0.03%0.15%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.03%0.48%1.20%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.43%0.97%1.69%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.24%0.26%0.31%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.28%0.80%1.30%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.37%0.49%0.77%Q2 2013Q3 202342
Allworth Financial LP 42420.09%0.26%0.64%Q2 2013Q3 202342
Tufton Capital Management 42420.10%0.26%0.64%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.28%0.46%0.65%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.25%0.38%0.67%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.41%0.54%0.74%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.20%0.26%0.34%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.02%0.10%0.29%Q2 2013Q3 202342
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 42427.54%10.46%15.14%Q2 2013Q3 202342
Bartlett & Co. LLC 26161.59%2.29%2.88%Q2 2013Q4 202342
Eos Management, L.P. 42421.15%3.67%9.34%Q2 2013Q3 202342
Utah Retirement Systems 42420.92%1.24%1.67%Q2 2013Q3 202342
Invesco Ltd. 42420.09%0.22%0.50%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42420.19%0.44%1.02%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.40%0.77%1.29%Q2 2013Q3 202342
SCHARF INVESTMENTS, LLC 42422.02%5.50%7.94%Q2 2013Q3 202342
Alberta Investment Management Corp 42420.05%0.27%0.84%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.78%1.06%1.44%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT LLC 42422.42%3.37%4.26%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.37%0.56%0.79%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.00%0.01%0.02%Q2 2013Q3 202342
WESTWOOD MANAGEMENT CORP /IL/ 42420.05%0.07%0.13%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.06%0.25%0.69%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.50%0.76%0.98%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42421.27%1.58%2.04%Q2 2013Q3 202342
Wallace Capital Management Inc. 42427.04%11.33%18.09%Q2 2013Q3 202342
TRUST CO OF VERMONT 42421.06%1.79%2.81%Q2 2013Q3 202342
SCHWARTZ INVESTMENT COUNSEL INC 42420.06%0.09%0.11%Q2 2013Q3 202342
SEIZERT CAPITAL PARTNERS, LLC 42421.69%2.53%3.67%Q2 2013Q3 202342
DnB Asset Management AS 3930.08%0.37%0.69%Q2 2013Q4 202342
DekaBank Deutsche Girozentrale 42420.26%0.51%0.83%Q2 2013Q3 202342
HYMAN CHARLES D 42424.45%6.05%7.51%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.11%0.26%0.60%Q2 2013Q3 202342
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 42420.80%2.50%4.31%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.00%0.18%0.31%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.74%0.99%1.31%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.41%0.74%1.18%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.42%1.24%2.09%Q2 2013Q3 202342
AVIVA PLC 42420.27%0.69%1.11%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.81%0.96%1.16%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.05%0.50%1.23%Q2 2013Q3 202342
FIRST WILSHIRE SECURITIES MANAGEMENT INC 42420.08%0.72%2.12%Q2 2013Q3 202342
Calamos Wealth Management LLC 42420.09%0.39%0.93%Q2 2013Q3 202342
Biondo Investment Advisors, LLC 42420.16%0.21%0.26%Q2 2013Q3 202342
NICHOLS & PRATT ADVISERS LLP /MA 42421.34%1.87%2.39%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.15%0.32%0.50%Q2 2013Q3 202342
PRIVATE MANAGEMENT GROUP INC 42422.69%3.11%4.14%Q2 2013Q3 202342
VAN DEN BERG MANAGEMENT I, INC 42423.96%7.72%15.70%Q2 2013Q3 202342
YACKTMAN ASSET MANAGEMENT LP 42420.01%0.67%2.39%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.46%0.89%1.21%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.04%0.16%0.71%Q2 2013Q3 202342
Tweedy, Browne Co LLC 42420.96%1.88%3.31%Q2 2013Q3 202342
Meiji Yasuda Life Insurance Co 42420.04%0.42%0.76%Q2 2013Q3 202342
REAVES W H & CO INC 42420.14%0.25%0.32%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.39%0.70%1.62%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.05%0.24%0.72%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.10%0.20%0.34%Q2 2013Q3 202342
ADVISORY RESEARCH INC 42420.04%0.17%0.43%Q2 2013Q3 202342
SPINNAKER TRUST 42420.19%1.08%2.33%Q2 2013Q3 202342
Eagle Ridge Investment Management 42420.22%0.64%1.72%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.17%0.35%Q2 2013Q3 202342
INTACT INVESTMENT MANAGEMENT INC. 42420.02%0.05%0.10%Q2 2013Q3 202342
HOURGLASS CAPITAL, LLC 42420.41%0.92%1.64%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.06%0.39%0.79%Q2 2013Q3 202342
GREENLEAF TRUST 42420.01%0.23%0.60%Q2 2013Q3 202342
HARVEY INVESTMENT CO LLC 42423.51%4.16%5.33%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.59%0.74%1.04%Q2 2013Q3 202342
Korea Investment CORP 42420.47%0.75%1.10%Q2 2013Q3 202342
Mechanics Bank Trust Department 42420.91%1.13%1.54%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42421.52%1.87%2.36%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.50%1.38%3.74%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.03%0.17%Q2 2013Q3 202342
SouthState Corp 42421.03%1.85%3.42%Q2 2013Q3 202342
APG Asset Management N.V. 42420.47%0.81%1.43%Q2 2013Q3 202342
Legal & General Group Plc 42420.67%0.81%1.00%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.89%2.63%8.27%Q2 2013Q3 202342
BILL & MELINDA GATES FOUNDATION TRUST 424216.67%47.25%60.05%Q2 2013Q3 202342
Hayek Kallen Investment Management 42424.00%5.02%5.96%Q2 2013Q3 202342
FIDUCIARY MANAGEMENT INC /WI/ 42423.23%4.45%5.60%Q2 2013Q3 202342
First Heartland Consultants, Inc. 42420.14%0.77%1.46%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.10%0.38%0.62%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.01%0.02%0.04%Q2 2013Q3 202342
GFS Advisors, LLC 42420.28%1.90%4.51%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42421.56%2.24%3.06%Q2 2013Q3 202342
Spears Abacus Advisors LLC 42420.12%1.28%3.21%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.95%1.23%1.57%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.38%0.66%1.21%Q2 2013Q3 202342
DOCK STREET ASSET MANAGEMENT INC 42421.96%4.26%9.54%Q2 2013Q3 202342
AXA S.A. 42420.14%0.43%0.68%Q2 2013Q3 202342
NBT BANK N A /NY 42420.64%0.83%1.66%Q2 2013Q3 202342
Apriem Advisors 42420.21%0.48%0.83%Q2 2013Q3 202342
BISLETT MANAGEMENT, LLC 42420.82%1.38%2.72%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.02%0.05%0.08%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.10%0.64%1.46%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.56%1.21%2.02%Q2 2013Q3 202342
Birch Hill Investment Advisors LLC 42420.54%2.32%5.08%Q2 2013Q3 202342
FOUNDATION RESOURCE MANAGEMENT INC 42424.81%6.62%8.50%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.71%1.60%2.75%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.03%0.07%0.15%Q2 2013Q3 202342
MATRIX ASSET ADVISORS INC/NY 42420.03%0.08%0.14%Q2 2013Q3 202342
MARATHON CAPITAL MANAGEMENT 42420.12%0.46%1.26%Q2 2013Q3 202342
Capital World Investors 42420.00%0.08%0.53%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42421.06%1.24%1.47%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.01%0.01%0.01%Q2 2013Q3 202342
Capital Research Global Investors 42420.04%0.32%0.72%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42421.82%2.15%2.89%Q2 2013Q3 202342
MORGAN STANLEY 42420.31%0.51%0.81%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.09%0.28%0.58%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.02%0.47%1.04%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.03%0.12%0.21%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.06%0.11%0.18%Q2 2013Q3 202342
CONNING INC. 42420.14%0.26%0.46%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.11%0.17%0.55%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.05%0.46%1.12%Q2 2013Q3 202342
RICE HALL JAMES & ASSOCIATES, LLC 42420.04%0.10%0.18%Q2 2013Q3 202342
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 42421.37%2.68%3.95%Q2 2013Q3 202342
DAVIS R M INC 42420.14%1.19%2.33%Q2 2013Q3 202342
K.J. Harrison & Partners Inc 42420.87%1.58%2.93%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42422.24%2.96%3.71%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.01%0.02%0.06%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.58%1.44%2.19%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42421.48%1.87%2.22%Q2 2013Q3 202342
FACTORY MUTUAL INSURANCE CO 42420.82%1.39%2.16%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.05%0.13%0.39%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.44%0.62%1.63%Q2 2013Q3 202342
LONDON CO OF VIRGINIA 42420.93%2.49%3.64%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.80%1.02%1.41%Q2 2013Q3 202342
DAVENPORT & Co LLC 42421.20%1.57%2.20%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.95%1.20%1.52%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.42%0.64%1.02%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.46%0.93%1.29%Q2 2013Q3 202342
KBC Group NV 42420.01%0.40%0.71%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.15%0.39%1.08%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.15%0.30%Q2 2013Q3 202342
Capital Investment Services of America, Inc. 42420.03%0.06%0.10%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.08%0.12%0.18%Q2 2013Q3 202342
Cutter & CO Brokerage, Inc. 42422.89%7.36%15.08%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.49%0.69%1.11%Q2 2013Q3 202342
Employees Retirement System of Texas 42420.13%0.65%0.96%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.14%0.57%0.89%Q2 2013Q3 202342
FENIMORE ASSET MANAGEMENT INC 42420.24%0.85%1.19%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.76%0.95%1.24%Q2 2013Q3 202342
Callahan Advisors, LLC 42421.47%1.99%2.75%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.05%0.26%1.06%Q2 2013Q3 202342
JACOBS LEVY EQUITY MANAGEMENT, INC 42420.01%0.03%0.18%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.18%0.48%1.29%Q2 2013Q3 202342
ANCHOR CAPITAL ADVISORS LLC 42420.27%0.53%1.09%Q2 2013Q3 202342
Weitz Investment Management 42424.45%6.82%9.53%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.18%0.63%1.60%Q2 2013Q3 202342
Westchester Capital Management, Inc. 42422.82%4.62%6.02%Q2 2013Q3 202342
Southeast Asset Advisors Inc. 424214.64%16.67%18.94%Q2 2013Q3 202342
Corsair Capital Management 42420.57%1.14%2.50%Q2 2013Q3 202342
CHELSEA COUNSEL CO 42420.06%0.24%0.63%Q2 2013Q3 202342
GRAND JEAN CAPITAL MANAGEMENT INC 42425.92%8.28%13.46%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.01%0.04%0.06%Q2 2013Q3 202342
HARTLINE INVESTMENT CORP/ 42420.57%2.10%3.32%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.25%0.55%0.84%Q2 2013Q3 202342
Rafferty Asset Management, LLC 42420.53%1.37%2.64%Q2 2013Q3 202342
NOVARE CAPITAL MANAGEMENT LLC 42421.49%2.05%3.14%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42425.49%6.47%8.35%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.33%0.63%1.27%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.02%0.89%1.34%Q2 2013Q3 202342
MENLO ADVISORS LLC 424210.32%13.74%19.03%Q2 2013Q3 202342
MERITAGE PORTFOLIO MANAGEMENT 42420.04%0.37%0.93%Q2 2013Q3 202342
SUMMITRY LLC 42423.69%5.26%7.18%Q2 2013Q3 202342
Atlas Brown,Inc. 42420.18%0.60%1.06%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42421.33%1.55%1.99%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.93%1.25%1.55%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.19%0.24%0.30%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.10%0.21%0.70%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.30%0.44%0.61%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.25%0.48%0.78%Q2 2013Q3 202342
STRS OHIO 42420.44%0.88%1.10%Q2 2013Q3 202342
Boston Partners 42421.00%1.69%2.36%Q2 2013Q3 202342
Bath Savings Trust Co 42420.12%0.20%0.35%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.26%0.39%0.52%Q2 2013Q3 202342
Aureus Asset Management, LLC 42420.11%0.23%0.39%Q2 2013Q3 202342
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 42420.07%0.28%0.44%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.31%0.49%0.68%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.07%0.10%0.17%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.55%0.98%1.67%Q2 2013Q3 202342
NORGES BANK 4020.31%0.47%0.80%Q2 2012Q4 202242
Mariner, LLC 28130.00%0.73%1.47%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.04%0.10%Q2 2013Q3 202342
HEADINVEST, LLC 42420.18%0.26%0.40%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42422.44%3.26%4.02%Q2 2013Q3 202342
PIONEER TRUST BANK N A/OR 42424.45%4.93%5.88%Q2 2013Q3 202342
BlackRock Inc. 42420.64%0.86%1.10%Q2 2013Q3 202342
Brandywine Global Investment Management, LLC 42420.42%0.90%1.56%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.42%0.64%1.49%Q2 2013Q3 202342
ProShare Advisors LLC 42420.31%0.70%1.29%Q2 2013Q3 202342
Indiana Trust & Investment Management CO 42420.12%0.45%0.69%Q2 2013Q3 202342
SeaBridge Investment Advisors LLC 42420.04%1.14%2.40%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.06%0.87%2.67%Q2 2013Q4 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.06%0.09%0.15%Q2 2013Q3 202342
MOTCO 42420.10%0.56%0.77%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.24%0.58%1.70%Q2 2013Q3 202342
Benin Management CORP 42420.17%0.34%0.80%Q2 2013Q3 202342
Rathbones Group PLC 42420.79%1.49%2.44%Q2 2013Q3 202342
GRANDFIELD & DODD, LLC 42421.88%2.22%2.64%Q2 2013Q3 202342
Findlay Park Partners LLP 42420.90%2.99%5.03%Q2 2013Q3 202342
Lafayette Investments 42428.38%9.88%12.38%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42425.77%6.55%7.83%Q2 2013Q3 202342
Haverford Trust Co 42420.03%0.07%0.18%Q2 2013Q3 202342
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 42421.94%3.50%6.86%Q2 2013Q3 202342
United American Securities Inc. (d/b/a UAS Asset Management) 42429.10%22.90%41.65%Q2 2013Q3 202342
Ledyard National Bank 42420.27%0.74%1.52%Q2 2013Q3 202342
ClearBridge Investments 42420.16%0.29%0.43%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.47%1.98%Q2 2013Q3 202342
Edgemoor Investment Advisors, Inc. 42423.57%5.20%6.99%Q2 2013Q3 202342
Maple Capital Management, Inc. 42420.17%0.23%0.28%Q2 2013Q3 202342
Permit Capital, LLC 42420.03%0.22%0.40%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.09%0.52%2.02%Q2 2013Q3 202342
Suncoast Equity Management 42422.05%4.80%7.51%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.48%0.65%0.78%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.75%1.12%1.83%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.04%0.19%0.60%Q2 2013Q3 202342
Burgundy Asset Management Ltd. 42420.07%0.39%1.08%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.24%0.33%0.44%Q2 2013Q3 202342
Cypress Capital Group 42420.17%0.44%1.60%Q2 2013Q3 202342
DEAN INVESTMENT ASSOCIATES, LLC 42420.29%0.71%1.24%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.32%0.38%0.50%Q2 2013Q3 202342
TAURUS ASSET MANAGEMENT, LLC 42420.04%0.48%2.64%Q2 2013Q3 202342
CAPITAL ADVISORS INC/OK 42420.04%0.36%1.45%Q2 2013Q3 202342
Aristotle Capital Management, LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
Gardner Russo & Gardner 42422.72%3.89%6.18%Q2 2013Q3 202342
Exchange Capital Management, Inc. 42421.84%2.59%3.57%Q2 2013Q3 202342
Hodges Capital Management Inc. 42420.01%0.10%0.36%Q2 2013Q3 202342
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 42420.10%0.63%1.07%Q2 2013Q3 202342
Trigran Investments, Inc. 42420.10%1.47%3.90%Q2 2013Q3 202342
FARMERS TRUST CO 42420.10%0.60%1.89%Q2 2013Q3 202342
STEWART & PATTEN CO LLC 42420.16%0.21%0.30%Q2 2013Q3 202342
White Pine Investment CO 42429.25%12.08%14.72%Q2 2013Q3 202342
Edgewood Management 42420.00%0.01%0.02%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42422.74%4.97%7.55%Q2 2013Q3 202342
Foyston, Gordon, & Payne Inc 42420.24%0.72%1.56%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.01%0.66%1.69%Q2 2013Q3 202342
ARMSTRONG HENRY H ASSOCIATES INC 42426.20%10.45%14.01%Q2 2013Q3 202342
Iowa State Bank 42420.94%1.89%2.97%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.03%0.08%0.16%Q2 2013Q3 202342
Hudock, Inc. 42420.18%0.54%1.95%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.52%1.16%3.20%Q2 2013Q3 202342
Aviance Capital Partners, LLC 42420.73%1.39%2.58%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.03%0.46%1.17%Q2 2013Q3 202342
TWIN CAPITAL MANAGEMENT INC 42420.74%0.98%1.55%Q2 2013Q3 202342
Mraz, Amerine & Associates, Inc. 424211.96%14.83%18.62%Q2 2013Q3 202342
GoodHaven Capital Management 42421.54%9.54%18.93%Q2 2013Q3 202342
Granite Investment Partners, LLC 42420.12%0.23%0.40%Q2 2013Q3 202342
Gradient Investments LLC 42420.01%0.13%0.41%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.33%0.44%0.56%Q2 2013Q3 202342
Modera Wealth Management, LLC 42420.09%0.62%3.34%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.44%0.59%0.86%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.34%0.68%1.02%Q2 2013Q3 202342
DF DENT & CO INC 42420.07%0.11%0.21%Q2 2013Q3 202342
MAIRS & POWER INC 42420.02%0.05%0.11%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.08%0.30%0.49%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42423.18%3.63%4.20%Q2 2013Q3 202342
Triangle Securities Wealth Management 42420.16%0.78%1.16%Q2 2013Q3 202342
GREATMARK INVESTMENT PARTNERS, INC. 42420.11%0.20%0.29%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42421.22%1.57%1.98%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.46%0.64%0.92%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.10%0.20%0.38%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42420.00%1.14%2.15%Q2 2013Q3 202342
UMB Bank, n.a. 42420.12%0.61%1.05%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.47%0.65%0.81%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.37%1.57%2.20%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.38%0.50%0.81%Q2 2013Q3 202342
HUTCHINSON CAPITAL MANAGEMENT/CA 42420.08%2.52%7.90%Q2 2013Q3 202342
BRUNI J V & CO /CO 42420.15%3.69%6.43%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.18%0.27%0.38%Q2 2013Q3 202342
DODGE & COX 42420.00%0.00%0.00%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.07%0.15%0.23%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.12%0.26%0.98%Q2 2013Q3 202342
COOKE & BIELER LP 42420.68%1.36%2.00%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.49%0.77%1.01%Q2 2013Q3 202342
BRISTOL JOHN W & CO INC /NY/ 42420.00%0.66%2.76%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.02%0.37%0.80%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.08%0.21%0.37%Q2 2013Q3 202342
Cetera Advisors LLC 42420.00%0.57%0.86%Q2 2013Q3 202342
PROSPECTOR PARTNERS LLC 42423.00%5.38%7.07%Q2 2013Q3 202342
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 42422.26%5.40%6.50%Q2 2013Q3 202342
Greenbrier Partners Capital Management, LLC 42422.38%4.13%8.08%Q2 2013Q3 202342
CapWealth Advisors, LLC 42420.29%1.77%5.61%Q2 2013Q3 202342
PineBridge Investments, L.P. 42420.20%0.89%1.84%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42421.15%1.40%1.74%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.03%0.17%0.26%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.01%0.05%0.18%Q2 2013Q3 202342
PITCAIRN CO 42420.13%0.39%0.78%Q2 2013Q3 202342
FMR LLC 42420.17%0.32%0.56%Q2 2013Q3 202342
COLDSTREAM CAPITAL MANAGEMENT INC 3740.03%0.22%0.50%Q2 2013Q3 202342
S&CO INC 42423.64%4.35%5.03%Q2 2013Q3 202342
BANK OF HAWAII 42420.24%0.36%0.54%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.22%0.38%0.56%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42422.35%3.80%4.77%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.21%0.36%0.57%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.06%0.37%0.85%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.12%0.50%1.06%Q2 2013Q3 202342
HENDLEY & CO INC 42423.66%5.75%8.61%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.16%0.47%0.82%Q2 2013Q3 202342
FIRST NATIONAL BANK SIOUX FALLS 42422.37%3.84%5.71%Q2 2013Q3 202342
HM PAYSON & CO 42421.28%1.74%3.21%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.28%0.49%0.66%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.02%0.13%0.30%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.48%0.61%0.82%Q2 2013Q3 202342
Highlander Capital Management, LLC 42422.07%3.04%4.46%Q2 2013Q3 202342
Accredited Investors Inc. 42420.17%0.49%1.47%Q2 2013Q3 202342
AVITY INVESTMENT MANAGEMENT INC. 42420.10%0.28%1.90%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.19%0.35%0.73%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.03%0.07%0.10%Q2 2013Q3 202342
1ST SOURCE BANK 42420.22%0.28%0.45%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42421.98%2.90%3.95%Q2 2013Q3 202342
FIRST AMERICAN TRUST, FSB 42420.11%1.29%2.89%Q2 2013Q3 202342
PARTHENON LLC 42426.06%7.02%8.17%Q2 2013Q3 202342
Main Street Research LLC 42420.10%0.56%3.33%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.23%0.32%0.45%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.49%1.57%2.12%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.17%0.46%1.05%Q2 2013Q3 202342
CENTRAL TRUST Co 42421.26%1.57%2.15%Q2 2013Q3 202342
NORRIS PERNE & FRENCH LLP/MI 42422.23%2.91%4.39%Q2 2013Q3 202342
Global Endowment Management, LP 42420.45%13.35%31.94%Q2 2013Q3 202342
INTREPID CAPITAL MANAGEMENT INC 42421.57%4.62%8.74%Q2 2013Q3 202342
SFMG, LLC 42420.38%4.30%8.86%Q2 2013Q3 202342
CADINHA & CO LLC 42421.71%5.92%9.28%Q2 2013Q3 202342
West Coast Financial LLC 42421.22%2.20%2.97%Q2 2013Q3 202342
Martin Investment Management, LLC 42422.16%3.21%4.19%Q2 2013Q3 202342
Markel Corporation 42424.79%5.61%6.48%Q2 2013Q3 202342
Clear Harbor Asset Management, LLC 42420.22%1.58%2.15%Q2 2013Q3 202342
PATTON ALBERTSON MILLER GROUP, LLC 42420.53%1.07%3.29%Q2 2013Q3 202342
Timber Creek Capital Management LLC 42423.86%4.88%6.24%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42420.28%0.43%0.58%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42420.86%1.55%2.60%Q2 2013Q3 202342
Summit Asset Management, LLC 42422.36%3.03%4.22%Q2 2013Q3 202342
ACR Alpine Capital Research, LLC 42423.75%6.85%9.70%Q2 2013Q3 202342
Wellington Shields Capital Management, LLC 42420.06%0.18%0.54%Q2 2013Q3 202342
THOMAS STORY & SON LLC 42420.56%1.05%2.43%Q2 2013Q3 202342
MCDANIEL TERRY & CO 42420.05%0.09%0.95%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.09%0.37%0.69%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.38%0.58%1.06%Q2 2013Q3 202342
Norinchukin Bank, The 42420.04%0.27%0.56%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.08%0.16%0.95%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.32%0.58%0.84%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.12%0.40%0.80%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42421.16%1.40%2.75%Q2 2013Q3 202342
BARD ASSOCIATES INC 42420.32%0.52%0.98%Q2 2013Q3 202342
Pacifica Capital Investments, LLC 424218.75%22.02%26.35%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.21%0.36%0.57%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.03%0.23%0.45%Q2 2013Q3 202342
STALEY CAPITAL ADVISERS INC 42421.94%2.87%3.97%Q2 2013Q3 202342
SHAYNE & JACOBS, LLC 424226.04%37.33%49.34%Q2 2013Q3 202342
BRIDGEWAY CAPITAL MANAGEMENT, LLC 42420.08%0.38%0.86%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.46%0.76%1.19%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.60%0.74%1.10%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.22%0.28%0.40%Q2 2013Q3 202342
TCTC Holdings, LLC 42421.50%2.35%3.71%Q2 2013Q3 202342
NEVILLE RODIE & SHAW INC 42420.56%1.01%1.64%Q3 2013Q4 202342
PHILADELPHIA TRUST CO 42420.75%2.88%3.66%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.28%0.31%0.43%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.03%0.21%0.84%Q2 2013Q3 202342
Akre Capital Management 42420.03%0.66%1.53%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42420.24%0.35%0.47%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42421.02%1.74%2.34%Q2 2013Q3 202342
MARIETTA INVESTMENT PARTNERS LLC 42420.96%1.40%2.16%Q2 2013Q3 202342
CAPITAL COUNSEL LLC/NY 42420.05%0.41%1.44%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.10%0.32%0.58%Q2 2013Q3 202342
Semper Augustus Investments Group 424215.32%20.13%26.53%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42421.06%1.23%1.54%Q2 2013Q3 202342
Savant Capital, LLC 42420.20%0.45%0.85%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42421.22%1.55%1.93%Q2 2013Q3 202342
Smith, Salley & Associates 42421.26%2.67%3.42%Q2 2013Q3 202342
Daiwa Securities Group Inc. 28130.00%0.10%0.31%Q2 2013Q3 202342
WMS Partners, LLC 42420.18%0.41%0.86%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.03%0.09%0.44%Q2 2013Q3 202342
ARGENT CAPITAL MANAGEMENT LLC 42420.01%0.34%1.71%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.64%1.16%1.56%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.53%0.83%1.55%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.08%0.41%0.79%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.23%0.40%0.66%Q2 2013Q3 202342
Roundview Capital LLC 42424.15%6.63%10.88%Q2 2013Q3 202342
BRANDYWINE TRUST CO 42420.24%0.54%0.85%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.66%0.84%1.11%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42420.57%1.10%1.88%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.05%0.27%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.42%0.64%0.94%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42423.01%4.35%5.44%Q2 2013Q3 202342
KARPAS STRATEGIES, LLC 42421.82%2.38%3.41%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.10%0.44%0.72%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42421.91%2.45%3.14%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.62%0.79%1.11%Q2 2013Q3 202342
Artisan Partners Limited Partnership 42420.09%0.54%1.66%Q2 2013Q3 202342
DUPONT CAPITAL MANAGEMENT CORP 42420.02%0.62%2.18%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.24%0.35%0.51%Q2 2013Q3 202342
Sandy Spring Bank 3830.16%0.55%1.17%Q2 2013Q3 202341
SCOTIA CAPITAL INC. 28130.25%0.65%1.24%Q2 2013Q3 202341
Richard Bernstein Advisors LLC 3920.12%0.34%0.84%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%1.10%10.60%Q4 2013Q3 202341
DE BURLO GROUP INC 41410.07%1.02%5.90%Q3 2013Q3 202341
WEYBOSSET RESEARCH & MANAGEMENT LLC 3564.24%5.16%6.07%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.35%0.58%0.74%Q2 2013Q2 202341
ING GROEP NV 2810.00%0.54%1.46%Q1 2013Q3 202341
FULLER & THALER ASSET MANAGEMENT, INC. 4010.00%0.13%0.73%Q2 2013Q3 202341
Convergence Investment Partners, LLC 28130.05%0.34%1.04%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41411.30%1.56%1.97%Q3 2013Q3 202341
NFC Investments, LLC 41410.03%0.26%0.38%Q2 2013Q2 202341
INSIGHT 2811, INC. 39390.00%0.61%1.25%Q1 2014Q3 202341
M&T BANK CORP 26150.20%0.39%0.51%Q2 2013Q3 202341
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3922.92%4.06%5.70%Q2 2013Q3 202341
Strategic Advisors LLC 3650.25%0.91%1.63%Q2 2013Q3 202341
1832 Asset Management L.P. 3920.00%0.13%0.70%Q2 2013Q3 202341
MARSHALL WACE, LLP 1310.00%0.10%0.62%Q2 2016Q3 202341
BOKF, NA 3290.36%0.53%0.74%Q2 2013Q3 202341
PARK NATIONAL CORP /OH/ 3430.10%0.13%0.18%Q2 2013Q4 202341
SILVERCREST ASSET MANAGEMENT GROUP LLC 3650.10%0.17%0.24%Q2 2013Q3 202341
Diversified Trust Co 3710.04%0.22%0.61%Q2 2013Q4 202341
GREAT WEST LIFE ASSURANCE CO /CAN/ 23180.61%0.90%1.12%Q2 2013Q3 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 41410.00%0.10%0.27%Q3 2013Q3 202341
Reynders McVeigh Capital Management, LLC 29120.23%0.30%0.42%Q2 2013Q3 202341
FAIRFIELD, BUSH & CO. 41410.08%1.30%2.90%Q3 2013Q3 202341
SIGMA INVESTMENT COUNSELORS INC 3920.06%0.13%0.26%Q2 2013Q3 202341
FLPUTNAM INVESTMENT MANAGEMENT CO 25160.12%0.21%0.37%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.08%0.22%0.53%Q2 2013Q2 202341
Prospera Financial Services Inc 23180.05%0.21%0.45%Q2 2013Q3 202341
COHEN LAWRENCE B 3740.10%0.46%0.84%Q2 2013Q3 202341
PRUDENTIAL PLC 41410.01%0.49%1.23%Q3 2013Q3 202341
ATWOOD & PALMER INC 3560.10%0.12%0.17%Q2 2013Q3 202341
Shelter Mutual Insurance Co 41410.17%0.26%0.59%Q3 2013Q3 202341
Marquette Asset Management, LLC 27140.08%0.15%0.24%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.32%0.45%0.59%Q2 2013Q3 202341
FIRST INTERSTATE BANK 31100.61%1.21%2.16%Q2 2013Q3 202341
CYPRESS ASSET MANAGEMENT INC/TX 41410.86%1.22%2.13%Q2 2013Q2 202341
DOHENY ASSET MANAGEMENT /CA 3650.13%0.56%1.08%Q2 2013Q3 202341
KORNITZER CAPITAL MANAGEMENT INC /KS 41410.00%0.02%0.04%Q3 2013Q3 202341
SNS Financial Group, LLC 41410.10%0.36%0.72%Q3 2013Q3 202341
BOK Financial Private Wealth, Inc. 30110.14%0.45%1.60%Q2 2013Q3 202341
United Asset Strategies, Inc. 3740.18%0.29%0.59%Q2 2013Q3 202341
Arizona State Retirement System 3380.76%0.97%1.23%Q1 2013Q3 202341
Carlson Capital Management 4010.09%0.17%0.24%Q2 2013Q3 202341
Choate Investment Advisors 21200.42%0.66%1.09%Q2 2013Q3 202341
Capital Analysts, LLC 26150.00%0.08%0.47%Q4 2012Q3 202341
LOGAN CAPITAL MANAGEMENT INC 41410.02%0.05%0.08%Q3 2013Q3 202341
COMERICA BANK 3920.00%0.64%0.76%Q2 2013Q3 202341
DEARBORN PARTNERS LLC 41410.02%0.04%0.10%Q3 2013Q3 202341
Perigon Wealth Management, LLC 4010.34%0.91%1.45%Q3 2011Q3 202341
NISA INVESTMENT ADVISORS, LLC 3470.26%0.49%0.80%Q2 2013Q3 202341
BARINGS LLC 3740.01%0.24%0.83%Q2 2013Q3 202341
WESBANCO BANK INC 30110.12%0.19%0.28%Q2 2013Q3 202341
EASTERN BANK 41410.02%0.04%0.09%Q3 2013Q3 202341
SECURITY NATIONAL BANK OF SO DAK 3923.22%4.48%6.15%Q2 2013Q3 202341
PITTENGER & ANDERSON INC 29120.20%0.41%0.66%Q2 2013Q3 202341
Atria Investments, Inc 25160.07%0.23%0.54%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.47%0.91%1.28%Q3 2013Q3 202341
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 25160.01%0.04%0.13%Q2 2013Q3 202341
BIRINYI ASSOCIATES INC 41410.11%1.01%2.38%Q3 2013Q3 202341
Cumberland Partners Ltd 3520.01%0.58%4.37%Q4 2012Q3 202341
BANK OF NOVA SCOTIA TRUST CO 28130.03%0.09%0.14%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.32%1.27%2.01%Q2 2013Q3 202341
Gibson Capital, LLC 3830.09%0.25%0.66%Q2 2013Q3 202341
Thomasville National Bank 27142.65%3.45%7.28%Q2 2013Q3 202341
FAYEZ SAROFIM & CO 4010.03%0.17%0.40%Q2 2013Q3 202341
CANADA PENSION PLAN INVESTMENT BOARD 31100.14%0.91%2.36%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.46%0.75%1.19%Q2 2013Q3 202341
Vigilant Capital Management, LLC 41410.02%0.07%0.29%Q2 2013Q2 202341
Boltwood Capital Management 29120.20%0.41%0.71%Q2 2013Q4 202341
Carnegie Capital Asset Management, LLC 21200.09%1.22%3.00%Q2 2013Q3 202341
Waverton Investment Management Ltd 30110.83%2.80%4.21%Q2 2013Q3 202341
BEESE FULMER INVESTMENT MANAGEMENT, INC. 41411.12%1.62%2.25%Q3 2013Q3 202341
Newman Dignan & Sheerar, Inc. 30110.05%0.65%1.08%Q2 2013Q3 202341
WOODMONT INVESTMENT COUNSEL LLC 27140.68%0.86%1.50%Q2 2013Q3 202341
TOMPKINS FINANCIAL CORP 2830.12%0.49%1.10%Q2 2013Q4 202341
SUMITOMO LIFE INSURANCE CO 41410.13%0.57%0.96%Q3 2013Q3 202341
Asset Management Group, Inc. 28130.21%0.38%0.52%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.16%0.41%0.68%Q3 2013Q4 202341
E&G Advisors, LP 40400.48%0.64%1.00%Q4 2013Q3 202340
SALEM INVESTMENT COUNSELORS INC 3911.10%3.00%4.63%Q2 2013Q3 202340
STATE STREET CORP 3280.98%1.19%1.47%Q2 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.44%0.78%1.26%Q4 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.94%2.39%3.20%Q4 2013Q3 202340
TORONTO DOMINION BANK 3620.01%0.36%0.95%Q1 2013Q3 202340
Baltimore-Washington Financial Advisors, Inc. 40400.05%0.22%1.15%Q4 2013Q3 202340
Bollard Group LLC 40400.00%0.01%0.02%Q4 2013Q3 202340
VIRGINIA RETIREMENT SYSTEMS ET AL 2450.68%1.07%1.50%Q2 2013Q3 202340
Arete Wealth Advisors, LLC 40400.63%1.34%2.29%Q4 2013Q3 202340
CITY HOLDING CO 40400.11%0.31%0.87%Q4 2013Q3 202340
Freestone Capital Holdings, LLC 3280.01%0.36%1.38%Q2 2013Q3 202340
Parsec Financial Management, Inc. 40400.06%0.15%0.25%Q2 2013Q1 202340
CHILTON INVESTMENT CO INC. 2140.03%0.70%3.89%Q2 2013Q3 202340
PECAUT & CO. 404010.30%14.82%18.34%Q4 2013Q3 202340
Moreno Evelyn V 40400.54%1.11%1.69%Q4 2013Q3 202340
HOERTKORN RICHARD CHARLES 40400.56%0.81%1.00%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.16%0.38%1.10%Q4 2013Q3 202340
Family Management Corp 40400.11%1.29%3.51%Q4 2013Q3 202340
Kentucky Retirement Systems 3731.29%1.55%1.89%Q3 2013Q3 202340
Louisiana State Employees Retirement System 40400.75%0.94%1.18%Q4 2013Q3 202340
VESTOR CAPITAL, LLC 2250.18%1.26%2.25%Q2 2013Q3 202340
Carmichael Hill & Associates, Inc. 24240.02%2.25%5.64%Q4 2017Q3 202340
Gulf International Bank (UK) Ltd 40400.71%0.96%1.23%Q4 2013Q3 202340
Linscomb & Williams, Inc. 3220.08%0.13%0.20%Q2 2013Q3 202340
Bouchey Financial Group Ltd 40400.23%0.38%0.63%Q4 2013Q3 202340
AMG National Trust Bank 39390.03%0.14%0.30%Q1 2014Q3 202340
BEDDOW CAPITAL MANAGEMENT INC 40400.55%2.14%3.37%Q4 2013Q3 202340
Avalon Investment & Advisory 40400.63%1.00%1.88%Q2 2013Q1 202340
JFS WEALTH ADVISORS, LLC 3132.76%5.16%9.16%Q2 2013Q3 202340
BERKSHIRE ASSET MANAGEMENT LLC/PA 40400.19%0.46%0.84%Q4 2013Q3 202340
Brookstone Capital Management 40400.12%0.22%0.41%Q4 2013Q3 202340
Tarbox Family Office, Inc. 40400.07%0.16%0.50%Q4 2013Q3 202340
BRAVE ASSET MANAGEMENT INC 40400.47%0.70%3.43%Q4 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.21%0.34%0.50%Q2 2013Q1 202340
Curbstone Financial Management Corp 40400.61%0.85%1.06%Q1 2014Q4 202340
Perkins Coie Trust Co 40400.07%0.20%0.46%Q4 2013Q3 202340
OSTERWEIS CAPITAL MANAGEMENT INC 3710.01%0.28%1.94%Q2 2013Q3 202340
VICTORY CAPITAL MANAGEMENT INC 3460.00%0.10%0.23%Q3 2013Q3 202340
SOL Capital Management CO 40400.37%0.45%0.58%Q4 2013Q3 202340
Bragg Financial Advisors, Inc 40400.21%0.30%0.39%Q4 2013Q3 202340
L. Roy Papp & Associates, LLP 40400.05%0.25%0.46%Q4 2013Q3 202340
YCG, LLC 30100.07%1.69%3.45%Q2 2013Q3 202340
FOUNDERS CAPITAL MANAGEMENT, LLC 40409.50%10.98%13.35%Q4 2013Q3 202340
CAPITAL CITY TRUST CO/FL 3910.02%0.92%1.51%Q2 2013Q3 202340
BAILARD, INC. 3190.04%0.15%0.35%Q3 2013Q3 202340
Blume Capital Management, Inc. 40401.12%1.39%1.71%Q4 2013Q3 202340
Greylin Investment Management, Inc 404025.58%31.52%37.96%Q4 2013Q3 202340
Wedgewood Partners 40400.70%5.64%10.06%Q3 2013Q2 202340
Aldebaran Financial Inc. 40402.21%3.85%8.68%Q4 2013Q3 202340
Financial Architects, Inc 36360.00%3.41%10.58%Q2 2013Q1 202240
QV Investors Inc. 3810.32%2.88%6.93%Q1 2011Q3 202340
Dynamic Advisor Solutions LLC 40400.39%0.65%0.95%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.80%1.06%1.64%Q4 2013Q4 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.69%3.13%5.52%Q4 2013Q3 202340
Avior Wealth Management, LLC 40401.36%2.40%4.06%Q4 2013Q3 202340
Greenwich Wealth Management LLC 3730.01%0.15%0.26%Q2 2013Q3 202340
ASSETMARK, INC 3910.00%0.06%0.30%Q3 2013Q3 202340
Oakworth Capital, Inc. 40400.07%0.18%0.29%Q4 2013Q3 202340
Sterneck Capital Management, LLC 3550.21%0.95%1.68%Q2 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40401.25%1.58%2.08%Q4 2013Q3 202340
PARSONS CAPITAL MANAGEMENT INC/RI 2852.07%2.92%3.90%Q2 2013Q3 202340
MAD RIVER INVESTORS 3221.77%4.60%8.21%Q2 2013Q3 202340
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 40400.12%1.46%2.29%Q4 2013Q3 202340
Heritage Wealth Advisors 40400.71%1.31%2.50%Q4 2013Q3 202340
RIVERBRIDGE PARTNERS LLC 2710.00%0.01%0.02%Q2 2013Q3 202340
JOHNSON INVESTMENT COUNSEL INC 3730.16%0.34%0.46%Q2 2013Q3 202340
Page Arthur B 40400.32%0.50%0.64%Q4 2013Q3 202340
New England Research & Management, Inc. 40400.57%0.98%1.61%Q4 2013Q3 202340
HARVEY CAPITAL MANAGEMENT INC 40400.25%1.12%2.75%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40401.24%1.76%2.15%Q4 2013Q3 202340
Asset Management Advisors, LLC 404013.34%23.68%37.66%Q4 2013Q3 202340
HOWE & RUSLING INC 3510.03%0.45%1.25%Q2 2013Q3 202340
Saratoga Research & Investment Management 3462.19%4.88%6.84%Q3 2013Q3 202340
AMI INVESTMENT MANAGEMENT INC 3916.04%8.38%10.13%Q2 2013Q2 202340
GIRARD PARTNERS LTD. 22170.18%0.42%0.67%Q4 2013Q3 202339
PETTYJOHN, WOOD & WHITE, INC 39391.43%1.99%2.94%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.25%0.37%0.50%Q1 2014Q3 202339
WASHINGTON TRUST BANK 39390.12%0.27%0.49%Q1 2014Q3 202339
FORBES J M & CO LLP 2920.07%0.13%0.57%Q2 2013Q3 202339
MIDDLETON & CO INC/MA 39390.09%1.03%1.94%Q1 2014Q3 202339
CSS LLC/IL 25140.01%0.06%0.15%Q4 2013Q3 202339
AMERICAN NATIONAL BANK 3182.16%2.77%4.34%Q2 2013Q3 202339
EVERMAY WEALTH MANAGEMENT LLC 39390.31%0.46%0.67%Q1 2014Q3 202339
NAPLES GLOBAL ADVISORS, LLC 39390.13%0.24%0.33%Q1 2014Q3 202339
COMPTON CAPITAL MANAGEMENT INC /RI 39390.20%1.20%1.66%Q2 2013Q4 202239
BANQUE PICTET & CIE SA 3360.03%0.14%0.27%Q4 2013Q3 202339
Marble Harbor Investment Counsel, LLC 39390.34%0.53%0.91%Q1 2014Q3 202339
Fernwood Investment Management, LLC 3810.17%0.30%0.58%Q4 2013Q3 202339
BANK OF THE WEST 39390.06%0.38%0.79%Q2 2013Q4 202239
Ariel Investments 39390.01%0.80%2.20%Q3 2013Q1 202339
CIBC Private Wealth Group, LLC 39390.15%0.23%0.31%Q1 2014Q3 202339
NORTH STAR ASSET MANAGEMENT INC 39390.05%0.06%0.10%Q1 2014Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.05%0.45%0.84%Q1 2014Q3 202339
Tradewinds Capital Management, LLC 24150.14%0.28%0.41%Q4 2013Q3 202339
Texas Yale Capital Corp. 39391.24%1.50%1.90%Q1 2014Q3 202339
HENGEHOLD CAPITAL MANAGEMENT LLC 3510.06%0.09%0.12%Q2 2013Q3 202339
Clark Capital Management Group, Inc. 3220.01%0.03%0.06%Q2 2013Q3 202339
Busey Bank 2310.32%1.60%2.01%Q3 2013Q3 202339
Rothschild & Co Wealth Management UK Ltd 39399.78%19.61%43.63%Q1 2014Q3 202339
WHALEROCK POINT PARTNERS, LLC 29100.99%1.62%2.54%Q4 2013Q3 202339
Smith & Howard Wealth Management, LLC 39391.67%4.76%8.94%Q1 2014Q3 202339
WESTWOOD HOLDINGS GROUP INC 2810.01%0.23%0.92%Q2 2013Q3 202339
TRILLIUM ASSET MANAGEMENT, LLC 3720.01%0.02%0.04%Q3 2013Q3 202339
MOODY LYNN & LIEBERSON, LLC 28110.40%2.05%4.59%Q2 2013Q3 202339
Parkside Financial Bank & Trust 3510.18%0.69%1.12%Q2 2013Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39391.03%1.88%3.22%Q1 2014Q3 202339
CORDA Investment Management, LLC. 39390.47%0.92%1.48%Q1 2014Q3 202339
CHOREO, LLC 39390.32%0.47%0.69%Q1 2014Q3 202339
Autus Asset Management, LLC 39391.34%1.71%2.10%Q2 2013Q4 202239
PROFESSIONAL ADVISORY SERVICES INC 39391.98%3.67%4.19%Q1 2014Q3 202339
Brinker Capital Investments, LLC 39390.01%0.13%0.57%Q2 2013Q4 202239
First National Bank of Hutchinson 3010.20%0.46%1.27%Q2 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39391.41%1.95%2.68%Q2 2013Q4 202239
EagleClaw Capital Managment, LLC 39390.81%1.38%1.90%Q1 2014Q3 202339
Stonebridge Capital Advisors LLC 3270.10%0.15%0.21%Q4 2013Q3 202339
Sather Financial Group Inc 39396.12%9.15%11.60%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.67%0.78%0.95%Q2 2013Q4 202239
Private Ocean, LLC 28110.01%0.19%0.35%Q4 2013Q3 202339
Plancorp, LLC 29100.24%0.80%1.84%Q4 2013Q3 202339
Overbrook Management Corp 39391.54%3.41%6.83%Q1 2014Q3 202339
Connor, Clark & Lunn Investment Management Ltd. 39390.02%0.27%0.67%Q1 2014Q3 202339
Capstone Financial Advisors, Inc. 3180.07%0.20%0.43%Q4 2013Q3 202339
Phocas Financial Corp. 1620.00%0.09%0.40%Q2 2013Q3 202339
ROCKY MOUNTAIN ADVISERS, LLC 21181.45%7.49%12.65%Q4 2013Q3 202339
NORTHEAST INVESTMENT MANAGEMENT 28112.06%2.60%3.28%Q4 2013Q3 202339
STONE RUN CAPITAL, LLC 39391.26%2.19%3.95%Q1 2014Q3 202339
B. Riley Wealth Advisors, Inc. 2910.00%0.71%1.65%Q2 2013Q3 202339
HALL LAURIE J TRUSTEE 13130.46%0.71%0.99%Q2 2013Q3 202339
Compagnie Lombard Odier SCmA 3810.03%0.19%0.72%Q4 2013Q3 202339
AlphaMark Advisors, LLC 39390.02%0.04%0.12%Q1 2014Q3 202339
BLB&B Advisors, LLC 39390.40%0.77%1.17%Q1 2014Q3 202339
Citizens Business Bank 27120.14%0.23%0.33%Q4 2012Q3 202239
NOTTINGHAM ADVISORS, INC. 3720.05%0.19%0.45%Q2 2013Q3 202339
Occidental Asset Management, LLC 39390.32%0.83%2.45%Q1 2014Q3 202339
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 39390.09%0.30%0.77%Q2 2013Q4 202239
American Money Management, LLC 3450.56%0.82%1.16%Q4 2013Q3 202339
Baker Avenue Asset Management, LP 3810.03%0.08%0.14%Q4 2013Q3 202339
Harbour Capital Advisors, LLC 1980.08%0.18%0.39%Q4 2013Q4 202339
Bank Pictet & Cie (Europe) AG 3360.17%0.86%2.10%Q4 2013Q3 202339
Moors & Cabot, Inc. 39390.23%0.48%0.78%Q1 2014Q3 202339
Court Place Advisors, LLC 39392.80%3.51%4.40%Q1 2014Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39391.12%1.35%1.61%Q1 2014Q3 202339
Supplemental Annuity Collective Trust of NJ 39390.96%1.57%2.27%Q1 2014Q3 202339
RNC CAPITAL MANAGEMENT LLC 39390.02%0.03%0.06%Q1 2014Q3 202339
CWM, LLC 2020.18%0.35%0.58%Q3 2013Q3 202338
ROOSEVELT INVESTMENT GROUP LLC 38380.27%2.17%3.73%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.41%0.86%1.34%Q2 2013Q3 202238
ACADIAN ASSET MANAGEMENT LLC 2310.13%1.29%2.00%Q3 2013Q3 202338
COUNTRY TRUST BANK 3620.01%0.02%0.02%Q2 2014Q4 202338
COLRAIN CAPITAL LLC 38380.15%1.46%25.36%Q2 2013Q3 202238
REGENTATLANTIC CAPITAL LLC 38380.68%1.44%2.27%Q2 2013Q3 202238
BTR CAPITAL MANAGEMENT INC 38380.32%0.41%0.52%Q2 2013Q3 202238
INVERNESS COUNSEL LLC /NY/ 38380.05%0.15%0.71%Q2 2013Q3 202238
Bowling Portfolio Management LLC 38380.54%0.85%1.60%Q2 2013Q3 202238
Allen Investment Management, LLC 38380.03%0.92%2.90%Q2 2014Q3 202338
Grantham, Mayo, Van Otterloo & Co. LLC 27110.01%0.15%0.47%Q2 2013Q3 202338
Beaumont Financial Partners, LLC 38380.02%1.31%2.71%Q2 2013Q3 202238
Maryland Capital Management 38380.10%0.33%0.68%Q2 2013Q3 202238
Round Table Services, LLC 38380.23%1.62%3.05%Q2 2013Q3 202238
Brown Advisory Securities, LLC 38380.57%1.68%4.89%Q2 2013Q3 202238
First Washington CORP 3440.06%0.09%0.14%Q4 2013Q3 202338
Ashfield Capital Partners, LLC 38380.02%0.13%0.29%Q2 2013Q3 202238
Cambridge Investment Research Advisors, Inc. 2610.59%0.74%0.94%Q2 2013Q3 202338
ACCOUNT MANAGEMENT LLC 30813.95%24.65%33.29%Q2 2013Q3 202338
STEPHENS INC /AR/ 21170.09%0.30%0.54%Q2 2013Q3 202338
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3171.66%2.56%9.24%Q1 2014Q3 202338
Gabalex Capital Management LLC 38386.18%8.72%13.22%Q2 2013Q3 202238
BRR OpCo, LLC 383816.92%22.01%29.02%Q2 2013Q3 202238
Stillwater Investment Management, LLC 38381.02%1.23%3.14%Q4 2013Q1 202338
HALBERT HARGROVE GLOBAL ADVISORS, LLC 3710.02%0.17%1.87%Q4 2013Q3 202338
LINCOLN NATIONAL CORP 38380.03%0.26%0.56%Q2 2014Q3 202338
Sequent Asset Management, LLC 38380.20%0.52%1.41%Q2 2014Q3 202338
Wills Financial Group, Inc. 2995.33%6.34%8.93%Q4 2013Q3 202338
Clean Yield Group 38380.12%0.23%0.61%Q2 2014Q3 202338
VICUS CAPITAL 3080.23%0.33%0.42%Q4 2013Q3 202338
Baystate Wealth Management LLC 3710.07%0.13%0.21%Q2 2013Q3 202338
Regal Investment Advisors LLC 2710.06%0.55%1.15%Q2 2013Q3 202338
SignalPoint Asset Management, LLC 2510.16%0.69%1.36%Q3 2013Q3 202338
Waverly Advisors, LLC 28100.10%0.20%0.34%Q2 2013Q3 202338
Advisory Services Network, LLC 2710.11%0.43%0.74%Q4 2013Q3 202338
Polaris Wealth Advisory Group, LLC 3310.00%0.19%1.45%Q2 2013Q3 202338
IPG Investment Advisors LLC 38380.17%0.71%1.59%Q2 2014Q3 202338
SCHNIEDERS CAPITAL MANAGEMENT LLC 38380.20%0.46%0.71%Q2 2014Q3 202338
St. Johns Investment Management Company, LLC 3170.09%0.13%0.17%Q1 2014Q3 202338
Garde Capital, Inc. 38380.19%0.34%0.54%Q2 2014Q3 202338
SMITH, MOORE & CO. 37370.13%0.27%0.40%Q3 2014Q3 202337
Archon Partners LLC 3431.44%5.91%9.69%Q2 2013Q3 202337
Kemnay Advisory Services Inc. 3610.38%4.34%11.02%Q1 2014Q3 202337
Paragon Capital Management LLC 37370.23%0.42%0.62%Q3 2014Q3 202337
ARCADIA INVESTMENT MANAGEMENT CORP/MI 3430.01%0.07%0.13%Q2 2013Q3 202337
Legacy Private Trust Co. 2980.10%0.15%0.22%Q2 2014Q3 202337
McKinley Carter Wealth Services, Inc. 3120.06%0.13%0.35%Q2 2013Q3 202337
NOESIS CAPITAL MANGEMENT CORP 21160.11%0.18%0.26%Q2 2014Q3 202337
FISHMAN JAY A LTD/MI 37370.08%0.22%0.43%Q3 2014Q3 202337
CORRADO ADVISORS, LLC 2910.33%0.93%2.78%Q2 2013Q3 202337
NewSquare Capital LLC 2520.00%0.05%0.17%Q2 2013Q3 202337
FIRST CITIZENS BANK & TRUST CO 3160.03%0.78%1.64%Q2 2013Q3 202337
FORVIS Wealth Advisors, LLC 1910.22%0.36%0.94%Q2 2013Q3 202337
ACG Wealth 3610.20%0.54%0.90%Q2 2013Q3 202237
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 37370.85%1.06%1.42%Q3 2014Q3 202337
DIVIDEND ASSETS CAPITAL, LLC 37370.01%0.04%0.08%Q3 2014Q3 202337
KEATING INVESTMENT COUNSELORS INC 2810.09%0.19%0.38%Q2 2013Q3 202337
Provident Investment Management, Inc. 24130.03%0.07%0.12%Q1 2014Q3 202337
Morningstar Investment Services LLC 23140.82%1.67%2.70%Q2 2013Q3 202337
Sequoia Financial Advisors, LLC 3610.18%0.97%2.44%Q2 2014Q3 202337
ROWLANDMILLER & PARTNERS.ADV 37370.13%0.18%0.94%Q4 2014Q4 202337
JAG CAPITAL MANAGEMENT, LLC 3610.04%0.45%3.75%Q2 2014Q3 202337
Focused Wealth Management, Inc 19180.44%0.61%1.06%Q3 2013Q3 202337
Van Hulzen Asset Management, LLC 3610.30%0.92%1.76%Q4 2013Q3 202337
GRIFFIN ASSET MANAGEMENT, INC. 26110.42%0.60%1.00%Q2 2013Q3 202337
HAP Trading, LLC 910.00%0.12%0.70%Q2 2013Q4 202237
South Dakota Investment Council 37370.40%1.25%1.88%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.63%1.21%1.80%Q2 2013Q2 202237
CADENCE BANK NA 37370.07%0.22%0.42%Q2 2013Q2 202237
COMMERZBANK AKTIENGESELLSCHAFT /FI 2910.07%0.50%1.59%Q2 2013Q3 202337
TRUSTCO BANK CORP N Y 1960.19%0.36%0.63%Q1 2014Q3 202337
LBMC INVESTMENT ADVISORS, LLC 37370.13%0.29%0.39%Q3 2014Q3 202337
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.44%0.74%1.71%Q2 2013Q2 202237
Onex Canada Asset Management Inc. 3250.03%0.79%4.98%Q3 2013Q3 202337
SADOFF INVESTMENT MANAGEMENT LLC 19180.05%0.07%0.10%Q2 2013Q3 202237
Sippican Capital Advisors 37371.23%1.74%2.56%Q3 2014Q3 202337
Kidder Stephen W 37370.18%0.43%0.66%Q3 2014Q3 202337
COLONY GROUP LLC 2210.05%1.20%3.58%Q2 2013Q3 202337
ALTFEST L J & CO INC 1920.25%0.52%1.09%Q4 2013Q3 202337
BAR HARBOR TRUST SERVICES 37370.00%0.72%1.59%Q2 2013Q2 202237
CAPE ANN SAVINGS BANK 1710.30%1.56%2.27%Q2 2013Q3 202337
Private Capital Advisors, Inc. 37370.05%0.07%0.10%Q3 2014Q3 202337
Spot Trading L.L.C 1030.00%0.00%0.02%Q2 2013Q4 201637
American Research & Management Co. 26110.43%0.66%0.81%Q2 2013Q3 202237
Capital Advisors, Ltd. LLC 37370.00%0.08%0.37%Q3 2014Q3 202337
ALBION FINANCIAL GROUP /UT 1890.14%1.32%2.20%Q1 2014Q3 202337
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.40%1.30%1.87%Q4 2014Q3 202336
State of New Jersey Common Pension Fund D 3060.36%0.71%1.16%Q2 2014Q3 202336
Spectrum Asset Management, Inc. (NB/CA) 36360.18%0.82%1.97%Q4 2014Q3 202336
Klingman & Associates, LLC 36360.13%0.22%0.46%Q4 2014Q3 202336
Kovack Advisors, Inc. 1330.00%0.41%1.18%Q4 2014Q3 202336
Fiera Capital Corp 36360.00%0.02%0.03%Q4 2014Q3 202336
ADVISOR PARTNERS LLC 3150.41%1.05%1.55%Q2 2013Q2 202236
SEI INVESTMENTS CO 36360.04%0.10%0.22%Q4 2014Q3 202336
LVW Advisors, LLC 36360.29%0.82%1.22%Q4 2014Q3 202336
KLCM Advisors, Inc. 36360.07%0.54%2.63%Q4 2014Q3 202336
Spectrum Management Group, LLC 36360.36%0.65%1.21%Q4 2013Q3 202236
Northstar Group, Inc. 363615.76%19.88%23.23%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36360.48%0.64%0.75%Q4 2014Q3 202336
Canal Capital Management, LLC 36361.03%1.45%2.31%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36361.33%3.23%4.76%Q4 2014Q3 202336
VAN STRUM & TOWNE INC. 3240.12%0.27%0.47%Q3 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36360.20%0.28%0.44%Q4 2014Q3 202336
American Trust Investment Advisors, LLC 36363.72%5.18%7.06%Q4 2014Q3 202336
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 36360.07%0.12%0.21%Q4 2014Q3 202336
People's United Financial, Inc. 36360.51%0.73%1.04%Q2 2013Q1 202236
Archford Capital Strategies, LLC 2210.08%0.41%0.96%Q1 2014Q3 202336
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2620.22%1.18%2.94%Q2 2013Q3 202336
Northside Capital Management, LLC 36360.91%1.87%3.28%Q4 2014Q3 202336
Penbrook Management LLC 24120.56%0.86%1.12%Q4 2013Q3 202336
Hendershot Investments Inc. 2836.41%8.51%14.15%Q2 2013Q3 202336
BLUESTEIN R H & CO LLC 3330.01%0.19%1.42%Q2 2013Q3 202236
National Pension Service 3330.76%0.91%1.08%Q3 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.40%0.59%1.26%Q2 2013Q1 202236
Sigma Planning Corp 36360.30%0.53%0.72%Q4 2014Q3 202336
Caprock Group, LLC 36360.41%0.66%0.97%Q4 2014Q3 202336
Evanson Asset Management, LLC 3240.69%1.19%1.71%Q4 2013Q3 202336
SVB WEALTH LLC 36360.18%0.27%0.47%Q4 2014Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.10%0.43%0.85%Q4 2014Q3 202336
Columbia Asset Management 1811.43%1.89%3.00%Q4 2013Q3 202336
GUYASUTA INVESTMENT ADVISORS INC 36360.29%1.68%4.06%Q4 2014Q3 202336
Argent Trust Co 36360.42%0.78%1.22%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.43%0.75%1.31%Q2 2013Q1 202236
Veritas Investment Management (UK) Ltd 36360.78%8.13%14.44%Q1 2013Q4 202136
ARROWGRASS CAPITAL PARTNERS (US) LP 1210.01%0.10%0.77%Q1 2014Q3 201936
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 36360.00%0.00%0.00%Q2 2013Q1 202236
Madrona Financial Services, LLC 36360.76%1.11%1.84%Q4 2014Q3 202336
Azimuth Capital Management LLC 36360.08%0.18%0.27%Q2 2013Q1 202236
Private Harbour Investment Management & Counsel, LLC 36360.54%0.78%1.19%Q2 2013Q1 202236
LOOMIS SAYLES & CO L P 23130.00%0.02%0.08%Q2 2013Q3 202336
Diligent Investors, LLC 36360.93%1.33%1.83%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.10%0.17%0.26%Q4 2014Q3 202336
HOLDERNESS INVESTMENTS CO 36360.25%0.56%0.94%Q4 2014Q3 202336
McGowan Group Asset Management, Inc. 36360.06%0.08%0.12%Q4 2014Q3 202336
Patten Group, Inc. 36360.62%0.99%1.29%Q4 2014Q3 202336
Personal Capital Advisors Corp 36360.04%0.40%0.77%Q1 2014Q4 202236
Cable Hill Partners, LLC 36360.09%0.97%3.04%Q4 2014Q3 202336
VAN ECK ASSOCIATES CORP 2230.01%0.20%0.46%Q2 2013Q3 202336
Affiance Financial, LLC 36360.28%0.42%0.61%Q4 2014Q3 202336
MEEDER ASSET MANAGEMENT INC 2970.01%1.60%5.58%Q3 2014Q3 202336
Hedeker Wealth, LLC 36361.24%2.70%5.73%Q4 2014Q3 202336
SPROTT INC. 36360.06%0.76%2.30%Q4 2014Q3 202336
Lincoln Capital LLC 36365.83%7.30%9.04%Q4 2014Q3 202336
Bison Wealth, LLC 36360.79%1.15%1.74%Q4 2014Q3 202336
Donald L. Hagan, LLC 36360.18%0.31%0.40%Q4 2014Q3 202336
Sageworth Trust Co 2970.03%0.19%1.10%Q2 2013Q3 202336
CABOT WEALTH MANAGEMENT INC 3511.33%2.36%3.33%Q3 2014Q3 202336
Capital Investment Advisors, LLC 3060.20%0.29%0.44%Q4 2013Q4 202336
Traynor Capital Management, Inc. 36360.42%0.74%1.43%Q4 2014Q3 202336
OGOREK ANTHONY JOSEPH /NY/ /ADV 36360.25%0.37%0.63%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.51%0.95%2.31%Q4 2014Q3 202336
Orca Investment Management, LLC 24121.98%2.69%3.85%Q4 2013Q3 202336
DOWLING & YAHNKE LLC 22140.95%1.32%1.54%Q2 2013Q3 202236
Community Bank, N.A. 36360.02%0.13%0.29%Q4 2014Q3 202336
GW HENSSLER & ASSOCIATES LTD 2530.04%0.07%0.10%Q2 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.53%0.70%1.14%Q2 2013Q1 202236
First Personal Financial Services 23120.21%0.36%0.54%Q4 2014Q3 202335
Voya Financial Advisors, Inc. 35350.20%0.60%1.19%Q1 2015Q3 202335
Diversified Portfolios, Inc. 3230.09%0.16%0.22%Q4 2014Q3 202335
PATHSTONE FAMILY OFFICE, LLC 3110.00%0.95%12.43%Q2 2013Q3 202335
ROPES WEALTH ADVISORS LLC 35350.64%0.95%1.57%Q1 2015Q3 202335
VALLEY NATIONAL ADVISERS INC 2870.34%0.51%0.65%Q4 2014Q3 202335
NORTHWEST INVESTMENT COUNSELORS, LLC 3410.14%0.26%0.37%Q4 2014Q3 202335
Lombard Odier Asset Management (Switzerland) SA 1310.03%0.10%0.35%Q2 2014Q1 202335
River Wealth Advisors LLC 35350.17%0.27%0.39%Q1 2015Q3 202335
FIRST QUADRANT LLC/CA 35350.22%1.08%1.59%Q2 2013Q4 202135
MARKSTON INTERNATIONAL LLC 35350.25%0.89%2.29%Q2 2013Q4 202135
HIGHLAND CAPITAL MANAGEMENT, LLC 35350.03%0.87%1.58%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.19%1.74%2.87%Q2 2013Q4 202135
TDAM USA INC. 35350.32%0.63%1.29%Q2 2013Q4 202135
Crossvault Capital Management LLC 35350.20%0.27%0.41%Q4 2013Q2 202235
Cranbrook Wealth Management, LLC 2910.02%0.04%0.11%Q4 2013Q3 202335
River Road Asset Management, LLC 3320.04%1.33%3.12%Q1 2014Q3 202335
FARLEY CAPITAL L.P. 19160.24%1.23%2.62%Q2 2013Q3 202335
1834 INVESTMENT ADVISORS CO 35350.02%0.05%0.08%Q1 2015Q3 202335
MYCIO WEALTH PARTNERS, LLC 2780.09%0.20%0.39%Q2 2013Q4 202235
BLACKHILL CAPITAL INC 35350.22%0.69%1.12%Q1 2015Q3 202335
FIL Ltd 3310.02%0.80%1.98%Q2 2013Q3 202335
America First Investment Advisors, LLC 35350.60%0.95%1.21%Q1 2015Q3 202335
CHICAGO TRUST Co NA 35350.80%1.19%1.67%Q1 2015Q3 202335
ALPS ADVISORS INC 1540.00%0.43%1.57%Q3 2013Q3 202335
Alley Co LLC 35350.28%0.89%1.20%Q2 2013Q4 202135
IBM Retirement Fund 3411.10%1.32%1.83%Q2 2013Q1 202235
FIRST MIDWEST BANK TRUST DIVISION 35350.15%0.25%0.41%Q2 2013Q4 202135
Motley Fool Wealth Management, LLC 3410.15%0.46%1.03%Q4 2014Q3 202335
Mengis Capital Management, Inc. 35350.20%0.51%0.87%Q1 2015Q3 202335
GUARDIAN CAPITAL ADVISORS LP 35350.04%0.14%0.18%Q1 2015Q3 202335
SCHMIDT P J INVESTMENT MANAGEMENT INC 35350.08%1.26%1.94%Q1 2015Q3 202335
Meristem Family Wealth, LLC 2690.08%0.26%0.57%Q2 2013Q1 202235
KINGS POINT CAPITAL MANAGEMENT 3320.25%0.39%0.80%Q2 2013Q1 202235
Norman Fields, Gottscho Capital Management, LLC 35355.15%13.95%17.23%Q2 2015Q4 202335
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3140.02%1.75%4.59%Q3 2014Q3 202335
Stockman Wealth Management, Inc. 35350.38%2.35%3.17%Q1 2015Q3 202335
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 21130.00%0.69%4.60%Q4 2014Q3 202335
Odey Asset Management Group Ltd 35350.02%0.59%2.44%Q2 2013Q4 202135
Pineno Levin & Ford Asset Management, Inc. 35352.70%3.17%3.81%Q2 2013Q4 202135
MARCO INVESTMENT MANAGEMENT LLC 35350.04%0.09%0.18%Q1 2015Q3 202335
Ancora Advisors LLC 1710.62%0.76%0.96%Q3 2013Q3 202335
NATIXIS 1210.00%0.33%1.00%Q2 2013Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.18%0.58%1.42%Q1 2015Q3 202335
Dakota Wealth Management 3140.10%0.30%1.40%Q4 2014Q3 202335
INVESTMENT PARTNERS, LTD. 20150.39%0.69%1.08%Q4 2014Q3 202335
Capital Planning Advisors, LLC 21140.14%0.35%0.83%Q4 2014Q3 202335
Tower Research Capital LLC (TRC) 1510.00%0.37%1.02%Q2 2013Q3 202335
Country Club Trust Company, n.a. 35350.14%0.57%1.61%Q2 2013Q4 202135
Sunbelt Securities, Inc. 23120.32%2.61%6.50%Q4 2014Q3 202335
JAMES INVESTMENT RESEARCH INC 2150.00%0.06%0.52%Q2 2013Q3 202335
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 23121.73%2.30%2.74%Q2 2013Q4 202235
BURNEY CO/ 35350.05%0.50%1.16%Q1 2015Q3 202335
Altavista Wealth Management, Inc. 35352.90%3.66%4.29%Q2 2013Q4 202135
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.55%0.76%Q2 2015Q3 202335
UNITED BANK 2410.06%0.22%1.88%Q1 2014Q3 202334
Wealth Architects, LLC 34340.99%1.25%1.57%Q2 2015Q3 202334
Leisure Capital Management 2810.23%0.36%0.55%Q4 2014Q3 202334
AMARILLO NATIONAL BANK 34340.08%0.22%0.44%Q2 2015Q3 202334
ELM ADVISORS, LLC 34340.39%0.69%1.03%Q4 2013Q1 202234
Homrich & Berg 34340.30%0.54%0.87%Q2 2013Q3 202134
Progressive Investment Management Corp 34340.11%0.19%0.32%Q2 2015Q3 202334
Lagoda Investment Management, L.P. 2950.06%0.62%2.56%Q4 2014Q3 202334
OLD DOMINION CAPITAL MANAGEMENT INC 34340.21%1.13%2.87%Q2 2013Q3 202134
GILDER GAGNON HOWE & CO LLC 19150.00%0.01%0.02%Q2 2014Q3 202334
Financial Planning & Information Services, Inc. 3010.06%0.10%0.15%Q4 2013Q2 202334
Pegasus Partners Ltd. 34340.24%0.55%1.12%Q2 2015Q3 202334
Analyst IMS Investment Management Services Ltd. 3130.11%1.14%2.72%Q4 2014Q3 202334
Carroll Financial Associates, Inc. 34341.18%1.75%2.98%Q3 2013Q4 202134
Blue Chip Partners, LLC 2620.03%0.11%0.29%Q4 2014Q3 202334
Formidable Asset Management, LLC 1710.20%0.58%0.83%Q3 2013Q3 202334
Pure Financial Advisors, LLC 22120.07%0.13%0.22%Q4 2014Q4 202334
Granite Investment Advisors, LLC 34342.47%3.23%4.44%Q2 2013Q3 202134
Baird Financial Group, Inc. 34341.00%1.44%2.00%Q2 2015Q3 202334
Harfst & Associates, Inc. 34340.31%0.58%1.10%Q2 2015Q3 202334
Freedom Investment Management, Inc. 34340.11%0.38%0.70%Q2 2015Q3 202334
Baskin Financial Services Inc. 34340.07%2.45%3.92%Q2 2015Q3 202334
FARR MILLER & WASHINGTON LLC/DC 34340.04%0.30%0.65%Q2 2013Q3 202134
Simplicity Solutions, LLC 34340.04%0.39%0.86%Q2 2015Q3 202334
Avidian Wealth Solutions, LLC 34340.08%0.18%0.38%Q2 2015Q3 202334
Pacer Advisors, Inc. 1510.01%0.76%2.29%Q4 2013Q3 202334
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2950.02%0.04%0.07%Q1 2015Q3 202334
SECURITY ASSET MANAGEMENT 34340.65%1.08%2.48%Q4 2014Q1 202334
WENDELL DAVID ASSOCIATES INC 34340.30%0.47%0.59%Q2 2015Q3 202334
ADAMS DIVERSIFIED EQUITY FUND, INC. 2590.55%1.23%2.43%Q3 2013Q3 202334
World Asset Management Inc 34340.91%1.10%1.47%Q2 2013Q3 202134
Horan Capital Advisors, LLC. 34340.17%1.52%1.93%Q2 2015Q3 202334
Fiduciary Group LLC 34341.49%2.01%2.61%Q2 2015Q3 202334
Verition Fund Management LLC 1910.01%0.21%1.07%Q2 2013Q3 202334
RATIONAL ADVISORS LLC 1140.00%0.19%1.74%Q3 2011Q3 202334
Gilman Hill Asset Management, LLC 22120.06%0.13%0.32%Q4 2014Q3 202334
Tredje AP-fonden 34340.41%0.83%1.54%Q2 2015Q3 202334
BINGHAM OSBORN & SCARBOROUGH LLC 34340.15%0.32%0.40%Q2 2013Q3 202134
Keel Point, LLC 2860.08%0.20%1.10%Q1 2015Q3 202334
AMP Capital Investors Ltd 34340.26%0.55%0.84%Q2 2013Q3 202134
QUADRANT CAPITAL GROUP LLC 34340.38%0.55%0.75%Q2 2015Q3 202334
Alpha Cubed Investments, LLC 3310.07%1.09%3.47%Q4 2013Q3 202334
Lowe Wealth Advisors, LLC 34340.01%0.02%0.03%Q3 2015Q4 202334
QCI ASSET MANAGEMENT INC/NY 34341.28%2.23%3.96%Q2 2013Q3 202134
Rodgers Brothers Inc. 3130.08%0.11%0.16%Q3 2014Q3 202334
Winfield Associates, Inc. 34340.26%0.65%1.14%Q4 2013Q1 202234
Wolf Group Capital Advisors 34340.24%2.09%3.16%Q2 2015Q3 202334
ALESCO ADVISORS LLC 3220.02%0.05%0.11%Q1 2015Q3 202334
Oxbow Advisors, LLC 34340.04%0.11%1.63%Q2 2015Q3 202334
Hosking Partners LLP 33331.45%1.91%2.46%Q3 2015Q3 202333
USCA RIA LLC 33330.58%0.87%1.17%Q2 2013Q2 202133
ONTARIO TEACHERS PENSION PLAN BOARD 3210.00%0.44%1.77%Q2 2013Q4 202133
DELPHI MANAGEMENT INC /MA/ 2712.28%2.89%3.65%Q1 2013Q2 202333
Gratus Capital, LLC 33330.04%0.91%1.64%Q3 2015Q3 202333
STRATEGY ASSET MANAGERS LLC 1910.04%1.09%1.99%Q3 2013Q3 202333
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.08%0.56%1.06%Q2 2013Q2 202133
Balentine LLC 21120.01%0.13%0.56%Q1 2015Q3 202333
Valmark Advisers, Inc. 33330.01%0.07%0.33%Q3 2015Q3 202333
RFG Advisory, LLC 3120.10%0.27%0.99%Q2 2015Q3 202333
Glenview Trust Co 2110.20%0.31%0.49%Q4 2010Q3 202333
Krilogy Financial LLC 33330.01%0.30%0.44%Q3 2015Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.21%0.40%0.52%Q2 2013Q2 202133
FINANCIAL CONSULATE, INC 3210.22%0.32%0.44%Q4 2014Q1 202333
Beech Hill Advisors, Inc. 33330.31%0.83%2.58%Q3 2015Q3 202333
Annex Advisory Services, LLC 33330.03%0.08%0.15%Q3 2015Q3 202333
Atlantic Union Bankshares Corp 2850.20%0.39%0.74%Q1 2014Q3 202333
Riggs Asset Managment Co. Inc. 2810.10%0.19%0.31%Q4 2013Q3 202333
Gotham Asset Management, LLC 3120.00%0.39%1.03%Q3 2013Q3 202333
BADGLEY PHELPS & BELL INC 33330.92%1.34%1.70%Q2 2013Q2 202133
Pointe Capital Management LLC 2723.16%4.00%5.85%Q1 2015Q3 202333
Quantum Capital Management, LLC / NJ 2820.35%0.82%1.39%Q2 2013Q3 202333
Manitou Investment Management Ltd. 33333.56%8.49%16.92%Q3 2015Q3 202333
Miracle Mile Advisors, LLC 33330.10%0.41%1.25%Q3 2015Q3 202333
HENNESSY ADVISORS INC 2670.04%0.10%0.18%Q3 2014Q3 202333
CIM INVESTMENT MANAGEMENT INC 2330.23%0.55%0.88%Q2 2013Q3 202333
Stonehage Fleming Financial Services Holdings Ltd 3120.01%0.15%0.92%Q4 2014Q3 202333
Buffington Mohr McNeal 3210.14%0.20%0.33%Q2 2013Q3 202333
Scott & Selber, Inc. 33330.14%0.81%1.73%Q3 2015Q3 202333
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 33330.23%4.93%10.88%Q3 2015Q3 202333
UNITED SERVICES AUTOMOBILE ASSOCIATION 2610.02%0.32%0.53%Q2 2013Q3 202333
QS Investors, LLC 33330.07%0.15%0.26%Q2 2013Q2 202133
HOWLAND CAPITAL MANAGEMENT LLC 3110.39%1.71%3.93%Q2 2013Q3 202333
Versant Capital Management, Inc 33330.24%0.52%0.86%Q4 2015Q4 202333
D'Orazio & Associates, Inc. 33333.76%7.11%9.61%Q3 2015Q3 202333
First City Capital Management, Inc. 33330.50%1.50%2.32%Q3 2015Q3 202333
ACADEMY CAPITAL MANAGEMENT INC/TX 33331.42%3.99%12.99%Q3 2015Q3 202333
Renaissance Investment Group LLC 32320.07%0.24%0.50%Q4 2015Q3 202332
TIEDEMANN ADVISORS, LLC 32320.08%0.26%0.76%Q4 2015Q3 202332
Brouwer & Janachowski, LLC 32320.97%7.88%13.50%Q4 2013Q3 202132
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2480.27%0.59%1.10%Q4 2014Q3 202332
Gerber Kawasaki Wealth & Investment Management 32320.12%0.23%0.38%Q4 2015Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.13%1.18%4.66%Q4 2015Q3 202332
Cetera Investment Advisers 32320.00%0.26%0.43%Q4 2015Q3 202332
OLD POINT TRUST & FINANCIAL SERVICES N A 2840.11%0.15%0.22%Q4 2014Q3 202332
Coastal Bridge Advisors, LLC 32320.30%0.45%0.66%Q4 2015Q3 202332
Drexel Morgan & Co. 32320.19%0.53%0.71%Q2 2013Q1 202132
Edmonds Duncan Registered Investment Advisors, LLC 32320.30%0.50%0.62%Q4 2015Q3 202332
AMUNDI ASSET MANAGEMENT US, INC. 1610.00%0.23%0.65%Q4 2012Q1 202132
Ausdal Financial Partners, Inc. 32320.28%0.42%0.71%Q4 2015Q3 202332
Well Done, LLC 32321.61%2.65%10.75%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.29%0.38%0.62%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.06%0.31%0.82%Q4 2015Q3 202332
WIMMER ASSOCIATES 1, LLC 32321.19%1.51%1.88%Q4 2015Q3 202332
WINTON GROUP Ltd 2480.01%0.19%0.89%Q2 2014Q2 202232
Old West Investment Management, LLC 17150.21%1.19%5.86%Q2 2013Q3 202332
Destination Wealth Management 2820.26%1.23%1.88%Q2 2014Q3 202332
Rex Capital Advisors, LLC 2840.20%0.51%0.94%Q3 2014Q4 202232
Glovista Investments LLC 2810.11%0.35%1.68%Q2 2013Q4 202132
ZEVIN ASSET MANAGEMENT LLC 1520.05%0.09%0.19%Q2 2013Q3 202332
Cook & Bynum Capital Management, LLC 31115.58%26.99%33.25%Q3 2014Q3 202332
South Street Advisors LLC 32320.06%0.17%0.23%Q4 2015Q3 202332
WEATHERLY ASSET MANAGEMENT L. P. 32320.27%0.36%0.49%Q4 2015Q3 202332
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.15%0.27%0.44%Q2 2013Q4 202332
Trust Co 2810.11%1.63%4.61%Q1 2015Q3 202332
EP Wealth Advisors, LLC 2310.10%0.30%0.71%Q2 2013Q3 202232
BBVA USA Bancshares, Inc. 32320.06%0.49%1.00%Q2 2013Q1 202132
FRG Family Wealth Advisors LLC 32321.71%2.16%2.58%Q4 2015Q3 202332
Vision Capital Management, Inc. 3110.07%0.76%3.14%Q2 2015Q2 202332
HOWARD CAPITAL MANAGEMENT 32320.13%0.21%0.28%Q1 2013Q4 202032
DIAMOND HILL CAPITAL MANAGEMENT INC 32320.43%1.92%3.16%Q4 2015Q3 202332
Alexandria Capital, LLC 20120.07%0.73%1.57%Q2 2013Q3 202132
Anchor Investment Management, LLC 32320.69%1.07%1.39%Q1 2016Q4 202332
NICOLET BANKSHARES INC 32320.37%0.53%0.73%Q4 2015Q3 202332
Squarepoint Ops LLC 810.00%0.16%0.54%Q3 2016Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.22%0.50%0.72%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.08%0.61%1.20%Q4 2015Q3 202332
BP PLC 32320.36%1.28%1.95%Q3 2013Q2 202132
Camelot Portfolios, LLC 32320.16%0.47%1.04%Q4 2015Q3 202332
First PREMIER Bank 32320.13%1.54%2.24%Q4 2015Q3 202332
Proficio Capital Partners LLC 32320.46%0.71%1.13%Q4 2015Q3 202332
Community Bank & Trust, Waco, Texas 32320.63%1.26%1.80%Q4 2015Q3 202332
Grove Bank & Trust 32320.03%0.22%0.42%Q4 2015Q3 202332
FORT PITT CAPITAL GROUP, LLC 32320.03%0.11%0.20%Q4 2015Q3 202332
WADE G W & INC 2810.23%0.43%0.77%Q1 2015Q3 202332
Dempze Nancy E 32320.43%0.69%3.57%Q4 2015Q3 202332
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2841.17%1.46%2.06%Q4 2014Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.04%0.10%0.16%Q2 2013Q1 202132
Armbruster Capital Management, Inc. 32320.18%0.34%0.39%Q4 2015Q3 202332
HOME FEDERAL BANK OF TENNESSEE 32320.20%0.25%0.32%Q4 2015Q3 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.58%0.88%1.19%Q4 2015Q3 202332
Alpha Omega Wealth Management LLC 32320.17%0.45%0.57%Q4 2015Q3 202332
Verus Financial Partners, Inc. 2840.08%0.14%0.40%Q2 2013Q3 202332
Oliver Luxxe Assets LLC 3010.17%0.29%0.45%Q4 2015Q3 202331
BTC Capital Management, Inc. 31310.04%0.06%0.11%Q1 2016Q3 202331
SOUND SHORE MANAGEMENT INC /CT/ 31312.42%3.28%4.69%Q1 2016Q3 202331
Integrated Investment Consultants, LLC 2380.57%0.79%1.27%Q4 2015Q3 202331
Strid Group, LLC 2650.17%0.23%0.30%Q4 2015Q3 202331
BAINCO INTERNATIONAL INVESTORS 3010.01%0.88%2.14%Q1 2013Q4 202031
SEARLE & CO. 2030.71%0.86%1.04%Q4 2014Q2 202331
Asset Dedication, LLC 31310.27%0.45%0.75%Q1 2016Q3 202331
Clarius Group, LLC 2470.08%0.41%0.68%Q4 2015Q3 202331
JARISLOWSKY, FRASER Ltd 31310.42%0.67%0.95%Q1 2016Q3 202331
CYPRESS CAPITAL MANAGEMENT LLC 3010.07%1.62%3.01%Q2 2013Q3 202231
Andra AP-fonden 2220.03%0.49%0.80%Q2 2013Q1 202331
FOSTER & MOTLEY INC 2240.02%0.06%0.12%Q3 2014Q3 202331
HALL CAPITAL MANAGEMENT CO INC 1740.98%1.22%1.45%Q4 2014Q3 202331
Intercontinental Wealth Advisors, LLC 31310.29%1.25%4.42%Q4 2015Q2 202331
Geneos Wealth Management Inc. 31310.38%0.66%1.00%Q1 2016Q3 202331
Candriam S.C.A. 2740.07%0.44%0.84%Q4 2014Q3 202231
Artemis Investment Management LLP 2530.01%0.55%1.46%Q3 2014Q3 202231
Roble, Belko & Company, Inc 2220.00%0.08%0.26%Q2 2015Q3 202331
Renaissance Technologies 1220.00%0.13%0.58%Q3 2013Q1 202331
Smead Capital Management, Inc. 2921.19%3.80%6.31%Q3 2015Q3 202331
Wellington Shields & Co., LLC 1610.07%0.32%0.74%Q1 2014Q3 202331
TELEMUS CAPITAL, LLC 31310.35%0.47%0.78%Q1 2016Q3 202331
Mirador Capital Partners LP 31312.58%3.55%5.47%Q1 2016Q3 202331
BRIGHTON JONES LLC 31310.41%0.61%1.10%Q1 2016Q3 202331
Manchester Capital Management LLC 2920.10%1.00%1.40%Q2 2014Q1 202231
Portland Global Advisors LLC 31310.10%0.20%0.27%Q1 2016Q3 202331
CULBERTSON A N & CO INC 31315.27%6.27%7.52%Q1 2016Q3 202331
Kovitz Investment Group Partners, LLC 31312.53%4.56%6.77%Q1 2016Q3 202331
FAS Wealth Partners, Inc. 2710.21%0.47%0.92%Q4 2013Q1 202231
M&R CAPITAL MANAGEMENT INC 31313.07%3.98%6.22%Q2 2016Q4 202331
MASON STREET ADVISORS, LLC 31310.36%0.97%1.39%Q2 2013Q4 202031
CWA Asset Management Group, LLC 3010.21%2.05%5.12%Q4 2015Q3 202331
ABNER HERRMAN & BROCK LLC 31310.04%0.09%0.54%Q1 2016Q3 202331
IFP Advisors, Inc 17140.24%0.48%0.74%Q4 2015Q3 202331
WEALTHCARE CAPITAL MANAGEMENT LLC 2810.00%0.02%0.04%Q4 2014Q3 202331
Retirement Planning Group, LLC 31310.05%0.09%0.20%Q1 2016Q3 202331
FIRST UNITED BANK & TRUST 31310.18%0.33%0.50%Q1 2016Q3 202331
SAWGRASS ASSET MANAGEMENT LLC 2470.02%0.88%1.94%Q4 2015Q3 202331
Tiller Private Wealth, Inc. 31312.20%5.39%14.65%Q1 2016Q3 202331
WealthPLAN Partners, LLC 2110.00%6.83%14.72%Q1 2015Q4 202331
Aperio Group, LLC 31310.50%0.74%1.01%Q2 2013Q4 202031
ORLEANS CAPITAL MANAGEMENT CORP/LA 17140.49%0.76%1.11%Q4 2015Q3 202331
Simmons Bank 31310.25%0.51%0.80%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.31%0.46%0.56%Q1 2016Q3 202331
Fairholme Capital Management 1910.34%1.94%10.33%Q2 2013Q3 202331
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 31310.54%0.71%0.99%Q1 2016Q3 202331
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1410.09%0.61%0.86%Q3 2006Q4 201931
Vident Investment Advisory, LLC 1910.01%0.15%0.56%Q2 2015Q2 202331
INDEPENDENT INVESTORS INC 31310.97%1.24%1.60%Q1 2016Q3 202331
Point72 Hong Kong Ltd 810.00%0.20%0.58%Q2 2015Q3 202231
WEALTHSOURCE PARTNERS, LLC 31310.17%0.28%0.40%Q1 2016Q3 202331
Robotti & Company 2380.09%0.42%1.00%Q2 2013Q4 202131
NEXT Financial Group, Inc 31310.56%1.23%3.43%Q2 2014Q4 202131
TCW GROUP INC 2410.02%0.18%0.50%Q2 2013Q3 202231
REIK & CO., LLC 2834.35%5.72%8.44%Q4 2013Q3 202331
Douglas Lane & Associates, LLC 31310.03%0.07%0.10%Q1 2016Q3 202331
Silicon Valley Capital Partners 31310.08%0.42%1.25%Q1 2016Q3 202331
GEORGE KAISER FAMILY FOUNDATION 31310.36%0.83%1.65%Q1 2016Q3 202331
TWIN FOCUS CAPITAL PARTNERS, LLC 31310.05%2.01%3.44%Q1 2016Q3 202331
BECKER CAPITAL MANAGEMENT INC 3010.01%0.53%1.22%Q4 2015Q3 202331
VONTOBEL ASSET MANAGEMENT INC 2550.25%1.72%2.42%Q2 2015Q3 202330
Cambridge Advisors Inc. 16141.26%1.58%1.87%Q1 2016Q3 202330
Jacobi Capital Management LLC 30301.83%4.58%6.70%Q2 2016Q3 202330
WEST CHESTER CAPITAL ADVISORS, INC 1210.21%1.19%4.09%Q2 2013Q3 202330
Polar Capital LLP 30300.39%1.09%1.82%Q2 2013Q3 202030
ALTA CAPITAL MANAGEMENT LLC/ 30300.02%1.91%2.51%Q2 2013Q3 202030
AUXIER ASSET MANAGEMENT 30300.74%1.09%1.51%Q2 2016Q3 202330
HighTower Trust Company, N.A. 2460.09%0.35%0.51%Q2 2013Q1 202330
Veritas Investment Management LLP 2911.60%6.16%8.95%Q1 2013Q3 202030
Stack Financial Management, Inc 30302.41%3.21%5.20%Q2 2016Q3 202330
StrategIQ Financial Group, LLC 30300.11%0.16%0.26%Q2 2016Q3 202330
Nicholas Hoffman & Company, LLC. 30300.21%1.32%5.42%Q2 2016Q3 202330
PAYDEN & RYGEL 30300.01%0.02%0.07%Q2 2013Q3 202030
Skandinaviska Enskilda Banken AB (publ) 2730.01%0.15%0.90%Q1 2016Q3 202330
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1640.07%0.71%1.46%Q4 2014Q3 202230
SL ADVISORS, LLC 30300.37%2.62%4.86%Q2 2016Q3 202330
ARS Wealth Advisors, LLC 2640.18%1.41%2.41%Q4 2013Q2 202130
AUGUSTINE ASSET MANAGEMENT INC 2330.13%0.31%1.63%Q3 2014Q3 202330
NewEdge Advisors, LLC 30300.09%0.41%0.59%Q2 2016Q3 202330
Venturi Wealth Management, LLC 2910.03%0.10%0.28%Q1 2016Q3 202330
BEACON INVESTMENT ADVISORY SERVICES, INC. 2820.05%0.13%0.17%Q1 2016Q3 202330
Janney Montgomery Scott LLC 1820.28%0.60%0.86%Q2 2013Q3 202330
Fragasso Group Inc. 2640.48%0.99%1.56%Q4 2013Q4 202330
NORTH AMERICAN MANAGEMENT CORP 30300.15%0.48%0.62%Q4 2013Q1 202130
Stratos Wealth Partners, LTD. 2010.04%0.39%0.60%Q2 2014Q3 202330
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2550.02%0.31%1.18%Q1 2016Q3 202330
WINSLOW ASSET MANAGEMENT INC 2910.04%0.11%0.16%Q1 2016Q3 202330
One Capital Management, LLC 2020.01%0.08%0.20%Q1 2014Q2 202230
Family Firm, Inc. 2820.18%0.30%0.42%Q4 2014Q3 202330
Bray Capital Advisors 2810.01%0.07%0.20%Q1 2015Q3 202330
JRM Investment Counsel, LLC 2916.69%18.51%35.02%Q4 2014Q3 202330
Bellecapital International Ltd. 2910.18%0.75%1.53%Q1 2014Q3 202330
Bridgecreek Investment Management, LLC 2820.03%0.07%0.12%Q2 2013Q3 202330
Janney Capital Management LLC 2020.02%0.39%0.80%Q4 2013Q3 202330
Deane Retirement Strategies, Inc. 2370.00%1.14%1.83%Q4 2014Q3 202330
Stearns Financial Services Group 30300.75%1.34%1.60%Q2 2013Q3 202030
V Wealth Advisors LLC 2190.50%1.14%2.55%Q1 2016Q3 202330
Chesley Taft & Associates LLC 2810.02%0.03%0.06%Q3 2013Q3 202330
ALPHA WINDWARD LLC 30300.02%0.08%0.33%Q2 2013Q3 202030
ProVise Management Group, LLC 30300.46%1.00%1.95%Q2 2016Q3 202330
KELLEHER FINANCIAL ADVISORS 1820.98%5.10%12.12%Q4 2014Q3 202330
Matisse Capital 2730.13%0.32%0.72%Q4 2015Q2 202330
Reilly Herbert Faulkner III 30301.34%1.63%1.93%Q4 2013Q1 202130
SRB CORP 1410.02%0.05%0.12%Q3 2014Q3 202330
Laurel Wealth Advisors, Inc. 29290.30%0.74%1.35%Q4 2015Q4 202229
SHELL ASSET MANAGEMENT CO 29290.35%0.66%1.04%Q3 2016Q3 202329
ROYAL LONDON ASSET MANAGEMENT LTD 1710.40%0.97%1.29%Q2 2013Q3 202329
InterOcean Capital, LLC 29292.78%3.36%4.12%Q2 2013Q2 202029
Cascade Investment Advisors, Inc. 2810.10%0.32%0.71%Q2 2016Q3 202329
Winch Advisory Services, LLC 2511.25%2.56%3.52%Q1 2016Q3 202329
Peak Asset Management, LLC 29292.08%2.67%3.56%Q1 2015Q1 202229
FCG ADVISORS, LLC 2810.14%0.44%0.88%Q2 2013Q3 202029
Cowen Prime Services LLC 2360.10%0.91%1.57%Q2 2013Q2 202129
EXENCIAL WEALTH ADVISORS, LLC 2510.32%1.13%1.84%Q1 2014Q3 202329
AGF INVESTMENTS INC. 29290.15%0.25%0.36%Q3 2015Q3 202229
Estabrook Capital Management 2810.11%0.17%0.24%Q2 2016Q3 202329
Arvest Bank Trust Division 29290.03%0.05%0.12%Q3 2014Q3 202129
Hills Bank & Trust Co 2810.08%0.15%0.25%Q1 2016Q3 202329
SVA Wealth Management, LLC 29290.40%0.85%1.13%Q4 2013Q4 202029
BBR PARTNERS, LLC 2510.03%0.26%0.63%Q2 2014Q3 202329
Lipe & Dalton 2510.08%0.11%0.21%Q3 2013Q3 202329
Dalton Investments LLC 29290.54%9.26%21.73%Q2 2013Q2 202029
FRONTIER INVESTMENT MGMT CO 29291.06%2.50%4.94%Q2 2013Q2 202029
CIBC WORLD MARKETS CORP 2810.01%0.90%1.90%Q2 2016Q3 202329
First Allied Advisory Services, Inc. 2540.25%0.63%0.84%Q2 2013Q3 202029
BAR HARBOR WEALTH MANAGEMENT 2810.39%0.76%1.09%Q1 2014Q3 202329
HT Partners LLC 29290.14%0.23%0.37%Q3 2016Q3 202329
HUTNER CAPITAL MANAGEMENT INC 29295.07%5.77%7.19%Q3 2016Q3 202329
CAHILL FINANCIAL ADVISORS INC 2811.86%2.30%2.92%Q4 2013Q3 202329
ROBERTS GLORE & CO INC /IL/ 15145.08%6.04%7.16%Q2 2016Q3 202329
Hillsdale Investment Management Inc. 19100.00%0.03%0.08%Q2 2013Q3 202329
TRUST CO OF OKLAHOMA 1410.91%1.37%2.25%Q1 2014Q3 202329
ARGI Investment Services, LLC 2810.02%0.05%0.07%Q3 2015Q4 202229
LEVEL FOUR ADVISORY SERVICES, LLC 28280.00%0.54%1.05%Q4 2016Q3 202329
St. James Investment Company, LLC 29290.11%8.00%11.53%Q3 2016Q3 202329
BEACON FINANCIAL GROUP 2810.78%1.83%2.31%Q3 2013Q3 202329
Pinnacle Advisory Group, Inc. 2270.01%0.05%0.10%Q4 2013Q1 202129
Cribstone Capital Management, LLC 29290.58%1.67%2.99%Q4 2015Q4 202229
Colorado Capital Management, Inc. 2320.19%0.47%0.83%Q4 2015Q3 202329
RB Capital Management, LLC 28280.00%4.22%6.53%Q4 2016Q3 202329
AMUSSEN HUNSAKER ASSOCIATES LLC 15100.00%8.58%12.79%Q2 2017Q3 202329
Field & Main Bank 1440.02%1.05%1.60%Q4 2013Q3 202329
JOHN G ULLMAN & ASSOCIATES INC 1420.04%0.10%0.17%Q3 2014Q3 202329
RPg Family Wealth Advisory, LLC 2120.11%1.42%4.22%Q4 2015Q3 202329
First Long Island Investors, LLC 29290.60%1.38%1.73%Q2 2013Q2 202029
Winslow, Evans & Crocker, Inc. 29290.31%0.61%0.99%Q4 2013Q4 202029
Parkwood LLC 1410.04%1.58%3.06%Q3 2014Q3 202329
Dana Investment Advisors, Inc. 2810.01%0.17%0.27%Q4 2014Q3 202329
Ruffer LLP 1410.01%0.86%4.15%Q1 2014Q3 202329
Glassman Wealth Services 2810.87%1.24%1.83%Q4 2015Q3 202329
Giverny Capital 2818.23%14.79%21.74%Q1 2015Q3 202329
FIDUCIARY TRUST INTERNATIONAL LLC 29290.17%0.35%0.61%Q2 2013Q2 202029
FIRST HAWAIIAN BANK 2130.02%0.32%0.51%Q2 2013Q3 202329
AE Wealth Management LLC 28280.20%0.32%0.79%Q4 2016Q3 202328
Goldstein Munger & Associates 16121.62%2.40%4.54%Q1 2010Q1 201728
Circle Wealth Management, LLC 28280.09%0.41%0.76%Q4 2016Q3 202328
Pflug Koory, LLC 28282.29%2.76%3.60%Q4 2016Q3 202328
Liberty Capital Management, Inc. 16120.01%0.27%0.39%Q3 2016Q3 202328
BRAUN STACEY ASSOCIATES INC 28280.89%1.19%1.61%Q4 2016Q3 202328
IMS Capital Management 28280.35%0.85%1.77%Q4 2016Q3 202328
CRAMER ROSENTHAL MCGLYNN LLC 28280.00%0.00%0.00%Q2 2013Q1 202028
Avantax Planning Partners, Inc. 28280.18%0.43%1.40%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.10%0.29%0.84%Q4 2016Q3 202328
TOWER BRIDGE ADVISORS 28280.29%0.47%0.64%Q4 2016Q3 202328
Lee Financial Co 28280.23%2.62%6.01%Q4 2016Q3 202328
SFE Investment Counsel 28280.33%0.44%0.66%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.26%0.51%0.86%Q4 2016Q3 202328
Banco Santander, S.A. 28280.02%0.07%0.23%Q4 2016Q3 202328
Close Asset Management Ltd 28280.08%0.85%3.94%Q4 2016Q3 202328
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1810.00%0.27%0.84%Q2 2013Q3 202328
Kingsview Wealth Management, LLC 2060.00%0.42%0.99%Q1 2017Q3 202328
ALLEGHANY CORP /DE 1640.09%1.81%4.16%Q2 2013Q3 202228
Barnett & Company, Inc. 28280.07%0.15%0.21%Q1 2016Q4 202228
Abbot Financial Management, Inc. 24240.06%0.19%0.47%Q4 2017Q3 202328
Blankinship & Foster, LLC 28280.56%0.80%1.10%Q4 2016Q3 202328
Clearstead Trust, LLC 28280.24%0.57%1.06%Q4 2016Q3 202328
Harel Insurance Investments & Financial Services Ltd. 2710.01%0.04%0.17%Q2 2016Q3 202328
AUA CAPITAL MANAGEMENT, LLC 28280.09%0.32%0.44%Q4 2016Q3 202328
Ridgewood Investments LLC 28289.87%13.97%18.62%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28280.66%1.16%1.66%Q4 2016Q3 202328
RBO & CO LLC 28283.08%3.60%4.48%Q4 2016Q3 202328
Bryn Mawr Capital Management, LLC 28280.51%0.99%2.19%Q4 2016Q3 202328
ACCESS FINANCIAL SERVICES, INC. 28280.24%0.35%0.50%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.93%1.07%1.24%Q4 2016Q3 202328
Capco Asset Management, LLC 28280.01%5.15%7.99%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28281.20%1.85%3.56%Q4 2016Q3 202328
CAMDEN NATIONAL BANK 28280.16%0.19%0.23%Q4 2016Q3 202328
Marietta Wealth Management, LLC 28280.90%1.30%1.61%Q4 2016Q3 202328
WP Advisors, LLC 28285.42%8.11%12.58%Q4 2016Q3 202328
United Bank 28280.77%1.13%1.53%Q4 2016Q3 202328
WITTENBERG INVESTMENT MANAGEMENT, INC. 282820.08%21.84%24.46%Q4 2016Q3 202328
Northwest Quadrant Wealth Management, LLC 28280.39%0.57%0.90%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.30%0.56%0.85%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.69%0.87%1.07%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.53%0.81%Q4 2016Q3 202328
ROYCE & ASSOCIATES LP 1650.01%0.03%0.05%Q2 2013Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.05%0.07%0.11%Q4 2016Q3 202328
STEVENS CAPITAL MANAGEMENT LP 1010.08%0.78%2.18%Q2 2013Q3 202328
RBF Capital, LLC 28280.02%0.03%0.12%Q4 2016Q3 202328
International Value Advisers 2620.46%3.81%13.41%Q3 2013Q4 202028
GenTrust, LLC 28280.05%0.09%0.16%Q4 2016Q3 202328
Independent Advisor Alliance 28280.12%1.01%1.64%Q4 2016Q3 202328
Narwhal Capital Management 2510.02%0.13%0.47%Q1 2015Q3 202328
Acropolis Investment Management, LLC 28280.06%0.13%0.24%Q4 2016Q3 202328
Shepherd Financial Partners LLC 28280.06%0.11%0.19%Q4 2016Q3 202328
Round Hill Asset Management 28280.33%0.41%0.57%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.13%0.20%0.32%Q4 2016Q3 202328
Private Wealth Advisors, Inc. 17110.11%0.27%0.57%Q4 2013Q4 202028
Omnia Family Wealth, LLC 28280.29%0.44%1.07%Q4 2016Q3 202328
Courant Investment Management LLC 28285.69%11.98%22.88%Q4 2016Q3 202328
NORTHWEST WEALTH MANAGEMENT, LLC 28281.18%1.51%2.89%Q4 2016Q3 202328
Benson Investment Management Company, Inc. 28282.11%2.99%3.54%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.03%0.22%0.88%Q4 2016Q3 202328
LFL Advisers, LLC 28281.58%3.04%4.26%Q4 2016Q3 202328
First Bank & Trust 28280.15%0.31%0.41%Q4 2016Q3 202328
ARTHUR M. COHEN & ASSOCIATES, LLC 2415.88%8.10%11.67%Q3 2014Q3 202328
Russell Investments Group, Ltd. 28280.39%0.53%0.67%Q4 2016Q3 202328
PGGM Investments 1510.03%0.41%0.65%Q1 2013Q3 202328
Norway Savings Bank 28280.04%0.47%1.40%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.33%0.42%0.52%Q4 2016Q3 202328
Family Capital Trust Co 28280.02%0.05%0.11%Q2 2013Q1 202028
ROSENBLUM SILVERMAN SUTTON S F INC /CA 2710.08%0.11%0.15%Q4 2014Q3 202328
Parallel Advisors, LLC 28280.30%0.88%1.80%Q4 2016Q3 202328
REDW Wealth LLC 28280.68%1.26%2.14%Q4 2016Q3 202328
STEGINSKY CAPITAL LLC 28287.59%11.63%15.52%Q4 2016Q3 202328
CHICAGO EQUITY PARTNERS LLC 28280.49%0.61%0.79%Q2 2013Q1 202028
ALERUS FINANCIAL NA 28280.06%0.91%1.44%Q4 2016Q3 202328
Kingfisher Capital LLC 28280.84%1.53%12.02%Q4 2016Q3 202328
FC Advisory LLC 28280.16%0.23%0.28%Q1 2017Q4 202328
Front Street Capital Management, Inc. 28283.00%4.42%7.64%Q4 2016Q3 202328
Almanack Investment Partners, LLC. 28280.08%0.16%0.41%Q4 2016Q3 202328
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 28281.26%2.38%3.80%Q4 2016Q3 202328
Intellectus Partners, LLC 28280.74%1.00%1.79%Q4 2016Q3 202328
Gilbert & Cook, Inc. 28280.22%0.30%0.38%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.11%0.35%0.55%Q3 2016Q3 202328
BRINKER CAPITAL INC 2080.13%0.55%1.69%Q2 2013Q2 202028
Cohen Capital Management, Inc. 28280.05%0.07%0.09%Q4 2016Q3 202328
STERLING INVESTMENT MANAGEMENT, LLC 28286.80%9.48%14.75%Q4 2016Q3 202328
INVESTMENT COUNSELORS OF MARYLAND LLC 28280.16%0.21%0.31%Q2 2013Q1 202028
STONEBRIDGE CAPITAL MANAGEMENT INC 28280.05%1.34%2.39%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.92%1.22%1.68%Q4 2016Q3 202328
Carlton Hofferkamp & Jenks Wealth Management, LLC 28280.30%0.36%0.44%Q4 2016Q3 202328
CONSOLIDATED CAPITAL MANAGEMENT, LLC 28280.82%3.46%8.11%Q4 2016Q3 202328
BSW Wealth Partners 1610.16%0.30%0.36%Q4 2015Q3 202328
Darwin Wealth Management, LLC 28280.06%0.17%0.38%Q4 2016Q3 202328
BerganKDV Wealth Management, LLC 2170.12%0.29%0.67%Q1 2016Q2 202328
Capital Investment Advisory Services, LLC 28280.21%0.61%1.79%Q4 2016Q3 202328
ELKHORN PARTNERS LIMITED PARTNERSHIP 28285.52%8.99%12.96%Q4 2016Q3 202328
Brightworth 28280.18%0.87%2.48%Q4 2015Q3 202228
BOYS ARNOLD & CO INC 28280.38%0.59%0.90%Q2 2013Q1 202028
Centre Asset Management, LLC 1220.04%1.01%1.93%Q2 2013Q4 202328
Clearstead Advisors, LLC 28280.66%0.81%1.14%Q4 2016Q3 202328
MISSION WEALTH MANAGEMENT, LP 28280.23%0.63%1.03%Q2 2015Q1 202228
OAKBROOK INVESTMENTS LLC 28280.67%1.11%3.55%Q2 2013Q1 202028
Sharkey, Howes & Javer 28280.22%0.34%0.52%Q4 2016Q3 202328
Lombard Odier Asset Management (Europe) Ltd 20200.02%0.23%0.89%Q2 2016Q1 202128
WEST PACES ADVISORS INC. 28280.06%0.22%0.38%Q4 2016Q3 202328
Elgethun Capital Management 28288.25%10.74%13.55%Q4 2016Q3 202328
Snowden Capital Advisors LLC 2080.10%0.33%0.67%Q3 2016Q3 202328
Financial Advisory Group 28280.12%0.44%0.52%Q4 2016Q3 202328
LCNB CORP 28280.29%0.58%0.79%Q4 2016Q3 202328
NorthRock Partners, LLC 28280.36%0.67%2.84%Q4 2016Q3 202328
Godshalk Welsh Capital Management, Inc. 28282.02%2.39%2.98%Q4 2016Q3 202328
NIXON PEABODY TRUST CO 2710.16%0.54%0.96%Q4 2015Q4 202228
RWA WEALTH PARTNERS, LLC 28280.11%0.47%0.76%Q4 2016Q3 202328
Summit Financial Strategies, Inc. 2510.12%3.06%5.27%Q4 2014Q3 202328
Frontier Wealth Management LLC 2620.26%4.33%81.92%Q4 2014Q2 202228
Sargent Bickham Lagudis LLC 28281.13%1.34%1.54%Q1 2016Q4 202228
Stratford Consulting, LLC 28280.11%0.17%0.42%Q2 2013Q1 202028
FAGAN ASSOCIATES, INC. 28280.11%1.04%1.70%Q4 2016Q3 202328
Gemmer Asset Management LLC 28280.15%0.21%0.28%Q4 2016Q3 202328
Sand Hill Global Advisors, LLC 28280.02%0.05%0.20%Q4 2016Q3 202328
RKL Wealth Management LLC 28280.30%0.74%3.09%Q4 2016Q3 202328
Kavar Capital Partners, LLC 28281.56%2.16%2.85%Q4 2013Q3 202028
Cerity Partners LLC 28280.36%0.50%0.96%Q4 2016Q3 202328
Shoker Investment Counsel, Inc. 28280.17%0.24%0.32%Q4 2016Q3 202328
GM Advisory Group, LLC 1210.02%0.12%0.28%Q1 2014Q3 202328
Waldron Private Wealth LLC 28280.33%0.62%0.86%Q4 2016Q3 202328
Arlington Value Capital 28283.43%22.06%46.87%Q2 2013Q1 202028
Covey Capital Advisors, LLC 28286.16%10.71%16.01%Q4 2016Q3 202328
Jolley Asset Management, LLC 28280.03%2.06%3.60%Q2 2013Q1 202028
MARATHON ASSET MANAGEMENT LLP 1940.97%1.61%2.55%Q2 2013Q2 202128
Cornerstone Management, Inc. 1110.02%0.42%1.69%Q4 2014Q3 202328
M Holdings Securities, Inc. 1040.50%1.57%7.60%Q4 2013Q2 202328
FORTE CAPITAL LLC /ADV 14140.17%0.32%0.55%Q3 2014Q3 202328
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.08%0.15%0.31%Q2 2013Q4 201927
Grisanti Capital Management LLC 27270.10%1.24%4.93%Q3 2013Q1 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.50%1.10%1.53%Q2 2013Q4 201927
Fusion Family Wealth LLC 2070.03%0.10%0.27%Q4 2016Q3 202327
EXANE DERIVATIVES 1240.00%0.09%0.42%Q4 2014Q1 202227
Courage Miller Partners, LLC 14130.27%0.34%0.41%Q4 2016Q3 202327
Vivaldi Capital Management LP 27270.00%0.46%2.37%Q1 2017Q3 202327
Confluence Wealth Management LLC 27270.20%0.41%0.70%Q1 2014Q3 202027
Integre Asset Management, LLC 27270.30%0.80%1.60%Q2 2013Q4 201927
Paloma Partners Management Co 810.01%0.09%0.63%Q2 2013Q2 202227
Fiduciary Trust Co International of Pennsylvania 2340.21%0.48%1.12%Q2 2013Q1 202027
TOTAL INVESTMENT MANAGEMENT INC 14130.06%0.09%0.17%Q4 2016Q3 202327
TUDOR INVESTMENT CORP ET AL 710.00%0.05%0.12%Q3 2013Q3 202327
Whitnell & Co. 27271.06%1.71%2.52%Q2 2013Q4 201927
OPPENHEIMER ASSET MANAGEMENT INC. 27270.92%1.07%1.19%Q1 2017Q3 202327
CenterStar Asset Management, LLC 510.00%0.40%3.88%Q1 2018Q4 202227
CIBC BANK USA 27270.17%0.30%0.52%Q2 2013Q4 201927
Pacific Wealth Strategies Group, Inc. 1980.41%0.57%0.83%Q4 2016Q3 202327
First Command Financial Services, Inc. 27270.10%0.81%1.50%Q4 2016Q2 202327
Nelson Capital Management, LLC 14130.04%0.07%0.11%Q4 2016Q3 202327
Kiltearn Partners LLP 14130.41%1.91%2.86%Q4 2013Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.03%0.15%0.23%Q4 2015Q3 202327
Continuum Advisory, LLC 27270.15%0.69%1.44%Q1 2017Q3 202327
MACROVIEW INVESTMENT MANAGEMENT LLC 2320.00%0.23%0.46%Q2 2013Q3 202327
Cornerstone Capital, Inc. 27270.05%0.11%0.21%Q1 2017Q3 202327
Heritage Trust Co 27270.24%0.79%1.30%Q1 2017Q3 202327
PRELUDE CAPITAL MANAGEMENT, LLC 1210.00%0.10%0.43%Q1 2014Q2 202327
Matthew Goff Investment Advisor, LLC 27275.40%7.71%12.80%Q1 2017Q3 202327
Sterling Capital Management LLC 27270.01%0.03%0.08%Q1 2013Q3 201927
Security National Bank 27274.97%6.53%8.68%Q1 2017Q3 202327
CACTI ASSET MANAGEMENT LLC 27270.00%0.00%0.02%Q2 2013Q4 201927
OneDigital Investment Advisors LLC 26260.00%0.57%1.14%Q2 2017Q3 202327
LYELL WEALTH MANAGEMENT, LP 27270.20%0.33%0.51%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.23%0.49%1.00%Q4 2016Q3 202327
BALYASNY ASSET MANAGEMENT L.P. 1110.00%0.06%0.30%Q4 2015Q3 202327
First Command Bank 27270.37%0.95%1.50%Q4 2016Q2 202327
Royal Fund Management, LLC 14130.01%0.05%0.13%Q4 2016Q3 202327
Asset Planning Services, Ltd. 27270.10%0.22%0.36%Q2 2015Q4 202127
New Jersey Better Educational Savings Trust 2010.65%1.99%3.62%Q1 2014Q3 202327
Valeo Financial Advisors, LLC 25250.00%1.64%2.19%Q3 2017Q3 202327
UNIVERSITY OF NOTRE DAME DU LAC 2250.96%21.79%100.00%Q4 2015Q3 202327
Meridian Wealth Management, LLC 15120.26%0.93%2.83%Q4 2016Q3 202327
SHAPIRO CAPITAL MANAGEMENT LLC 1890.01%1.71%3.91%Q4 2016Q3 202327
Karp Capital Management Corp 2430.14%0.68%1.97%Q2 2015Q3 202227
Global Retirement Partners, LLC 2070.22%0.35%0.46%Q4 2016Q3 202327
Geller Advisors LLC 1710.10%0.17%0.36%Q3 2014Q3 202327
Municipal Employees' Retirement System of Michigan 2070.08%0.59%0.94%Q3 2013Q2 202027
FULTON BREAKEFIELD BROENNIMAN LLC 2162.21%2.53%3.28%Q4 2016Q3 202327
Landmark Financial Advisors, LLC 1510.12%0.80%1.57%Q4 2014Q3 202327
GOULD ASSET MANAGEMENT LLC /CA/ 2430.10%0.24%0.41%Q4 2013Q3 202327
AMICA MUTUAL INSURANCE CO 15120.01%1.20%2.81%Q2 2013Q3 202327
Somerset Trust Co 1430.00%0.10%0.39%Q4 2014Q4 202327
Qube Research & Technologies Ltd 960.03%0.36%1.60%Q1 2018Q3 202327
CLEARARC CAPITAL INC 27271.03%1.32%2.04%Q2 2013Q4 201927
DAVIS CAPITAL PARTNERS, LLC 27270.56%1.55%3.90%Q4 2015Q2 202227
Assenagon Asset Management S.A. 27270.01%1.32%3.27%Q1 2017Q3 202327
Regent Investment Management LLC 27270.16%0.63%1.38%Q2 2016Q4 202227
State of Alaska, Department of Revenue 27270.03%0.95%1.43%Q1 2017Q3 202327
Pinnacle Wealth Management Advisory Group, LLC 26260.52%1.05%2.01%Q2 2017Q3 202326
Summit X, LLC 26260.37%0.62%0.81%Q2 2017Q3 202326
Moon Capital Management, LLC 26260.08%8.64%11.59%Q1 2014Q2 202026
Boston Common Asset Management, LLC 1210.00%0.02%0.04%Q2 2013Q3 202326
CORTLAND ADVISERS LLC 26263.31%6.36%8.24%Q2 2013Q3 201926
PORTLAND INVESTMENT COUNSEL INC. 2410.45%9.53%21.33%Q2 2015Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.32%0.41%0.51%Q4 2016Q1 202326
Highland Private Wealth Management 1880.25%0.55%2.08%Q1 2016Q3 202226
PEDDOCK CAPITAL ADVISORS, LLC 26260.11%0.13%0.17%Q2 2017Q3 202326
SUMMIT FINANCIAL GROUP, INC. 26260.30%0.53%1.01%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.09%0.25%0.45%Q2 2013Q3 201926
LGL PARTNERS, LLC 1970.18%0.39%0.84%Q4 2015Q3 202326
CORNERCAP INVESTMENT COUNSEL INC 26260.03%0.05%0.06%Q3 2014Q4 202026
BOSTON ADVISORS LLC 26260.02%0.34%0.89%Q2 2013Q3 201926
Wealthcare Advisory Partners LLC 2510.02%0.25%0.34%Q4 2016Q3 202326
Cannell Capital 26260.51%0.79%1.64%Q2 2013Q3 201926
HEARTLAND ADVISORS INC 26260.23%0.74%1.44%Q2 2017Q3 202326
ZWJ INVESTMENT COUNSEL INC 1910.10%0.14%0.36%Q4 2016Q3 202326
NORTHPOINTE CAPITAL LLC 26260.04%1.00%3.45%Q2 2013Q3 201926
WINTRUST INVESTMENTS LLC 1720.15%2.58%4.30%Q2 2016Q3 202326
Cognios Capital, LLC 26260.61%1.00%2.00%Q4 2013Q1 202026
Bridgeworth, LLC 2330.16%0.31%0.51%Q4 2016Q3 202326
SIMON QUICK ADVISORS, LLC 2150.04%0.26%0.85%Q4 2016Q3 202326
OMERS ADMINISTRATION Corp 1610.05%1.03%2.06%Q4 2013Q1 202126
MCF Advisors LLC 1810.04%0.16%0.26%Q2 2016Q3 202326
Strategic Financial Services, Inc, 2510.03%0.08%0.13%Q1 2017Q3 202326
New Capital Management LP 18113.12%32.90%70.86%Q4 2016Q3 202326
Probity Advisors, Inc. 1620.09%0.11%0.16%Q4 2016Q3 202326
Peregrine Asset Advisers, Inc. 1330.06%0.23%1.16%Q4 2014Q3 202326
Natixis Investment Managers International 1230.08%0.75%4.05%Q3 2013Q3 202326
Radnor Capital Management, LLC 1910.12%0.16%0.21%Q4 2016Q3 202326
Winning Points Advisors, LLC 26261.66%2.12%2.96%Q4 2016Q1 202326
BB&T SECURITIES, LLC 26260.49%0.62%0.84%Q2 2013Q3 201926
NatWest Group plc 1810.03%0.14%0.46%Q4 2014Q3 202326
ROCKSHELTER CAPITAL MANAGEMENT LLC 26266.31%8.00%11.92%Q1 2014Q2 202026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2510.01%0.03%0.04%Q1 2017Q3 202326
Matarin Capital Management, LLC 1310.10%0.39%0.75%Q2 2013Q3 202026
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.14%0.47%1.16%Q2 2013Q3 201926
Garner Asset Management Corp 26260.37%2.22%4.83%Q2 2017Q3 202326
Sage Capital Advisors,llc 26260.50%0.61%0.78%Q2 2017Q3 202326
Consulta Ltd 1833.78%12.80%18.55%Q2 2013Q3 202326
Beaton Management Co. Inc. 26260.31%0.55%1.96%Q2 2017Q3 202326
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 13130.08%0.30%0.43%Q2 2013Q4 201926
Cubic Asset Management, LLC 26261.57%2.13%2.58%Q2 2017Q3 202326
TORRAY INVESTMENT PARTNERS LLC 26261.18%2.60%3.96%Q2 2017Q3 202326
ZEKE CAPITAL ADVISORS, LLC 26260.10%0.55%1.58%Q3 2016Q4 202226
INGALLS & SNYDER LLC 1221.90%2.72%3.51%Q2 2016Q3 202326
Bristlecone Advisors, LLC 26260.62%0.85%1.25%Q2 2017Q3 202326
MADISON INVESTMENT HOLDINGS INC 26260.80%1.28%1.52%Q2 2013Q3 201926
Horan Securities, Inc. 1110.00%0.13%0.38%Q3 2016Q3 202326
WESPAC Advisors SoCal, LLC 1070.02%0.21%0.56%Q4 2015Q3 202326
Crossmark Global Holdings, Inc. 2510.54%0.64%0.73%Q3 2016Q3 202326
RITHOLTZ WEALTH MANAGEMENT 25250.09%0.29%0.56%Q3 2017Q3 202325
Empirical Finance, LLC 25250.07%0.75%1.57%Q3 2017Q3 202325
Hollow Brook Wealth Management LLC 25250.18%2.23%6.38%Q3 2017Q3 202325
ALLSTATE CORP 2230.01%0.37%0.82%Q2 2017Q3 202325
YorkBridge Wealth Partners, LLC 25250.98%1.13%1.50%Q4 2016Q4 202225
Independent Order of Foresters 25250.29%0.51%0.72%Q2 2013Q2 201925
O'Dell Group, LLC 13120.30%0.44%0.70%Q4 2016Q3 202325
SevenBridge Financial Group, LLC 13120.07%0.20%0.63%Q2 2016Q3 202325
Centaur Capital 20201.37%7.13%14.30%Q4 2013Q3 201825
FIRST MERCHANTS CORP 25250.17%0.37%0.81%Q3 2017Q3 202325
MCIA Inc 2230.11%0.25%0.50%Q2 2017Q3 202325
Princeton Portfolio Strategies Group LLC 25250.11%0.15%0.22%Q2 2015Q2 202125
Cornerstone Advisors, Inc. 25250.03%0.25%0.49%Q2 2013Q2 201925
MML INVESTORS SERVICES, LLC 2320.26%0.37%0.43%Q2 2017Q3 202325
Westside Investment Management, Inc. 1510.01%0.35%0.72%Q4 2016Q3 202325
AFT, FORSYTH & COMPANY, INC. 2120.68%0.87%1.16%Q2 2013Q3 202325
Csenge Advisory Group 25250.04%0.15%0.30%Q3 2017Q3 202325
Tillar-Wenstrup Advisors, LLC 1690.51%1.71%3.83%Q1 2016Q4 202225
Summit Global Investments 1240.05%0.24%0.82%Q4 2016Q3 202325
Bogart Wealth, LLC 25250.03%0.08%0.15%Q3 2017Q3 202325
LANDAAS & CO /WI /ADV 25250.26%0.38%0.52%Q3 2017Q3 202325
ATALANTA SOSNOFF CAPITAL, LLC 25250.01%0.07%0.19%Q1 2014Q1 202025
Greytown Advisors Inc. 1330.19%1.72%3.63%Q2 2017Q3 202325
Keeley-Teton Advisors, LLC 1690.03%0.08%0.14%Q2 2017Q3 202325
MIDAS MANAGEMENT CORP 25250.78%1.29%2.12%Q2 2013Q2 201925
HCR Wealth Advisors 1310.58%0.85%1.19%Q4 2016Q3 202325
COBIZ WEALTH, LLC 25250.14%0.17%0.20%Q2 2013Q2 201925
Corbenic Partners LLC 14110.01%0.10%0.28%Q3 2014Q2 202225
CAHABA WEALTH MANAGEMENT, INC. 25250.06%0.16%0.32%Q3 2017Q3 202325
Crestone Asset Management LLC 25250.07%0.28%0.93%Q3 2017Q3 202325
O'Keefe Stevens Advisory, Inc. 15101.26%2.34%3.78%Q3 2017Q4 202325
abrdn plc 25250.24%0.37%0.47%Q3 2017Q3 202325
LODESTAR INVESTMENT COUNSEL LLC/IL 25250.22%1.96%3.28%Q2 2013Q2 201925
NN Investment Partners Holdings N.V. 25250.05%0.12%0.32%Q1 2016Q1 202225
MONROE BANK & TRUST/MI 25250.11%0.23%0.30%Q2 2013Q2 201925
Regal Wealth Group, Inc. 2210.08%0.13%0.22%Q4 2015Q3 202325
Ahrens Investment Partners LLC 25250.13%0.68%1.37%Q1 2017Q1 202325
Arcus Capital Partners, LLC 1960.06%0.48%3.58%Q4 2015Q1 202225
Bedell Frazier Investment Counselling, LLC 2010.08%0.81%3.34%Q4 2014Q1 202225
New England Private Wealth Advisors LLC 25250.10%0.59%0.71%Q3 2013Q3 201925
Family Legacy, Inc. 2410.21%0.48%0.72%Q2 2017Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.13%0.70%1.72%Q2 2013Q2 201925
AMF Tjanstepension AB 980.10%1.25%2.60%Q4 2014Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.24%0.38%0.58%Q2 2013Q2 201925
MITCHELL CAPITAL MANAGEMENT CO 25250.08%0.88%1.70%Q3 2017Q3 202325
Arbor Wealth Management, LLC 25253.46%9.59%21.50%Q4 2015Q4 202125
Mosaic Family Wealth, LLC 25250.34%0.53%0.68%Q4 2015Q4 202125
Capital Asset Advisory Services LLC 1310.26%0.59%1.15%Q1 2016Q3 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Financial Sense Advisors, Inc. 2410.10%0.40%0.92%Q3 2013Q1 202225
Belpointe Asset Management LLC 25250.75%1.47%2.90%Q3 2017Q3 202325
Addenda Capital Inc. 2050.15%0.41%0.58%Q2 2013Q4 201925
Bramshill Investments, LLC 2230.02%0.23%0.40%Q2 2017Q3 202325
TIAA, FSB 25250.17%0.29%0.43%Q2 2017Q2 202325
CAPTRUST FINANCIAL ADVISORS 25250.46%0.79%1.08%Q3 2017Q3 202325
Corient Capital Partners, LLC 25250.58%0.75%1.04%Q3 2016Q3 202225
Cedar Wealth Management, LLC 14110.09%0.20%0.28%Q1 2016Q3 202325
COMMUNITY TRUST & INVESTMENT CO 2050.89%1.38%1.86%Q3 2016Q3 202325
Silverleafe Capital Partners, LLC 25250.12%0.19%0.44%Q4 2017Q4 202325
Stelac Advisory Services LLC 2410.05%1.13%3.51%Q1 2017Q3 202325
Amica Retiree Medical Trust 15100.13%1.51%3.48%Q4 2013Q3 202325
BDO Wealth Advisors, LLC 25250.10%0.26%0.52%Q2 2017Q2 202325
Crescent Grove Advisors, LLC 25250.06%0.25%0.62%Q3 2017Q3 202325
Merit Financial Group, LLC 24240.03%0.25%0.75%Q4 2017Q3 202324
Johanson Financial Advisors, Inc. 2040.94%2.26%3.02%Q4 2015Q4 202124
TWO SIGMA ADVISERS, LP 610.00%0.06%0.56%Q2 2013Q3 202324
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1820.03%0.82%6.82%Q4 2016Q3 202324
C M BIDWELL & ASSOCIATES LTD 1710.01%0.35%0.94%Q2 2014Q3 202324
Northwest Bancshares, Inc. 24240.31%0.41%0.53%Q4 2017Q3 202324
Zurich Insurance Group Ltd/FI 1770.09%0.72%2.22%Q3 2015Q3 202324
Mutual Advisors, LLC 24240.99%1.74%2.93%Q4 2017Q3 202324
Freedom Day Solutions, LLC 24241.06%1.61%2.67%Q4 2017Q3 202324
Mascoma Wealth Management LLC 12120.16%0.53%1.59%Q4 2016Q3 202324
StoneX Group Inc. 1860.25%0.67%2.27%Q3 2017Q3 202324
Osborn Williams & Donohoe LLC 24240.44%0.59%1.03%Q2 2014Q1 202024
MUHLENKAMP & CO INC 1122.43%3.68%4.90%Q2 2013Q4 202324
Sarbit Advisory Services Inc. 242410.49%15.94%22.77%Q2 2013Q1 201924
Delaney Dennis R 1950.40%0.68%1.00%Q4 2015Q3 202324
NVWM, LLC 24240.31%0.63%0.84%Q4 2017Q3 202324
PRENTISS SMITH & CO INC 2310.78%1.12%1.89%Q3 2017Q3 202324
Greenline Partners, LLC 24242.03%3.78%5.62%Q4 2017Q3 202324
Hochman Cole Investment Advisors, Inc. 24240.55%0.78%1.14%Q4 2015Q3 202124
Fortis Advisors, LLC 24240.00%0.11%0.27%Q4 2017Q3 202324
KCS Wealth Advisory 24240.30%1.55%2.48%Q4 2017Q3 202324
MetLife Investment Management, LLC 24241.01%1.19%1.42%Q4 2017Q3 202324
Ackerman Capital Advisors, LLC 2110.01%0.43%2.69%Q2 2017Q3 202324
ROFFMAN MILLER ASSOCIATES INC /PA/ 2310.03%0.15%0.21%Q4 2013Q2 202024
CULLINAN ASSOCIATES INC 24240.10%0.28%0.46%Q1 2015Q4 202024
Weil Company, Inc. 24240.28%1.73%4.70%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.09%0.20%0.62%Q4 2017Q3 202324
Avestar Capital, LLC 24240.25%0.58%0.82%Q4 2017Q3 202324
Seelaus Asset Management LLC 24240.45%1.02%2.24%Q4 2017Q3 202324
SQ Advisors, LLC 24243.97%9.81%14.91%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.94%1.08%1.34%Q4 2017Q3 202324
Palisade Asset Management, LLC 24240.05%0.08%0.17%Q4 2017Q3 202324
TRADITION CAPITAL MANAGEMENT LLC 24240.18%0.26%0.48%Q2 2013Q1 201924
Conservest Capital Advisors, Inc. 1680.03%0.04%0.08%Q3 2017Q3 202324
Hamilton Capital, LLC 24240.04%0.17%0.48%Q4 2017Q3 202324
Truepoint, Inc. 12120.02%0.13%0.28%Q1 2017Q3 202324
PDS Planning, Inc 24240.80%1.11%1.52%Q4 2017Q3 202324
Broadleaf Partners, LLC 24240.19%0.26%0.35%Q4 2017Q3 202324
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 24240.28%0.90%2.43%Q4 2017Q3 202324
Wealth Advisors of Tampa Bay, LLC 24240.54%0.63%0.78%Q4 2017Q3 202324
Lehman Financial Resources, Inc. 24241.06%2.68%4.67%Q4 2012Q3 201824
Noven Financial Group, Inc. 24240.32%1.27%3.01%Q2 2014Q1 202024
Arlington Financial Advisors, LLC 24242.04%2.80%3.34%Q4 2017Q3 202324
Parisi Gray Wealth Management 24241.02%1.25%1.64%Q4 2017Q3 202324
Slow Capital, Inc. 24240.57%0.95%1.46%Q4 2017Q3 202324
ASHFORD CAPITAL MANAGEMENT INC 24240.16%0.29%0.45%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.31%0.46%0.63%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.04%0.28%0.47%Q4 2017Q3 202324
Investidor Profissional Gestao de Recursos Ltda. 24240.74%6.71%14.16%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.46%0.70%0.95%Q4 2017Q3 202324
IBERIABANK CORP 1420.05%0.35%1.10%Q4 2012Q2 202024
KILEY JUERGENS WEALTH MANAGEMENT, LLC 24243.70%5.35%8.05%Q4 2017Q3 202324
Legacy Financial Strategies, LLC 24241.09%2.34%7.08%Q4 2017Q3 202324
THOMPSON DAVIS & CO., INC. 2040.09%0.35%1.16%Q4 2013Q3 202324
WoodTrust Financial Corp 24243.34%3.73%4.10%Q4 2017Q3 202324
AEGON ASSET MANAGEMENT UK PLC 14100.07%0.40%1.37%Q1 2015Q2 202324
Pinnacle Wealth Planning Services, Inc. 24240.23%0.46%0.63%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.12%0.29%0.48%Q4 2017Q3 202324
Advisors Capital Management, LLC 24240.02%0.36%0.73%Q3 2017Q2 202324
White Lighthouse Investment Management Inc. 24240.11%0.27%0.55%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.34%0.73%1.40%Q4 2017Q3 202324
Gradient Capital Advisors, LLC 24240.38%0.79%1.02%Q4 2017Q3 202324
Eldridge Investment Advisors, Inc. 24240.57%0.69%0.95%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.09%0.19%1.42%Q4 2017Q3 202324
Aquamarine Capital Management, LLC 23112.35%16.52%22.55%Q4 2014Q2 202224
IFG Advisory, LLC 24240.55%0.70%0.92%Q4 2017Q3 202324
Smart Money Group LLC 24240.14%0.34%0.71%Q4 2017Q3 202324
Pegasus Asset Management, Inc. 24241.65%1.99%2.48%Q4 2017Q3 202324
Port Capital LLC 24240.03%0.94%2.39%Q4 2017Q3 202324
Front Row Advisors LLC 24240.07%0.21%0.62%Q4 2017Q3 202324
HARRIS ASSOCIATES L P 1680.00%0.68%1.51%Q2 2013Q3 202324
Creegan & Nassoura Financial Group, LLC 1682.13%3.03%4.15%Q4 2014Q3 202324
X-Square Capital, LLC 24241.07%2.18%4.03%Q4 2017Q3 202324
WealthShield Partners, LLC 24240.26%0.45%0.76%Q4 2017Q3 202324
Aries Wealth Management 24240.21%0.47%0.65%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.30%0.41%0.66%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24241.55%2.01%2.94%Q4 2017Q3 202324
L & S Advisors Inc 24240.04%0.05%0.08%Q4 2017Q3 202324
DDD Partners, LLC 24244.13%6.74%9.32%Q4 2017Q3 202324
LexAurum Advisors, LLC 24241.09%2.08%2.69%Q4 2017Q3 202324
Portfolio Strategies, Inc. 24240.07%0.67%1.64%Q4 2017Q3 202324
Claybrook Capital, LLC 24240.13%1.42%3.01%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24240.12%0.72%1.28%Q4 2017Q3 202324
Allied Investment Advisors, LLC 24240.20%0.28%0.34%Q4 2017Q3 202324
Buckley Wealth Management, LLC 24242.94%4.18%5.48%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.07%0.26%0.47%Q4 2017Q3 202324
STABLEFORD CAPITAL II LLC 12120.24%0.34%0.55%Q1 2017Q3 202324
RGT Wealth Advisors, LLC 24240.10%2.27%10.58%Q4 2016Q3 202224
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1810.00%1.01%1.85%Q1 2015Q3 202324
Financial Advocates Investment Management 24240.32%0.48%0.85%Q4 2017Q3 202324
Banco de Sabadell, S.A 24240.08%0.87%2.35%Q4 2017Q3 202324
Northwest Capital Management Inc 24240.31%0.43%0.56%Q4 2017Q3 202324
Ballast, Inc. 24240.21%0.61%3.10%Q4 2017Q3 202324
HighPoint Advisor Group LLC 2010.14%1.07%3.88%Q1 2015Q2 202224
Ironvine Capital Partners, LLC 24244.43%5.21%6.03%Q4 2017Q3 202324
RELIANCE TRUST CO OF DELAWARE 24240.12%0.20%0.34%Q2 2013Q1 201924
Independence Bank of Kentucky 24240.07%0.10%0.21%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24241.00%1.22%1.34%Q4 2017Q3 202324
Acorn Wealth Advisors, LLC 24240.61%1.13%1.85%Q4 2017Q3 202324
Keeler Thomas Management LLC 24243.22%5.88%8.96%Q4 2017Q3 202324
Biechele Royce Advisors 24240.23%0.33%0.44%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.06%0.17%0.45%Q4 2017Q3 202324
Poehling Capital Management, INC. 24245.72%7.38%10.49%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.24%0.42%0.57%Q4 2017Q3 202324
Congress Park Capital LLC 24244.47%7.41%14.08%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.91%1.07%1.31%Q2 2013Q1 201924
Sound Income Strategies, LLC 24240.08%0.13%0.24%Q4 2017Q3 202324
SCHALLER INVESTMENT GROUP INC 24246.64%9.00%15.48%Q1 2014Q4 201924
CALTON & ASSOCIATES, INC. 24240.18%0.72%3.54%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.23%0.61%1.01%Q4 2017Q3 202324
Bienville Capital Management, LLC 1330.04%0.26%0.59%Q1 2016Q1 202324
HoyleCohen, LLC 24241.43%2.19%2.71%Q4 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.78%1.05%1.57%Q4 2017Q3 202324
Financial Partners Group, Inc 24240.22%0.34%0.43%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24240.30%0.92%2.76%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24240.08%0.39%1.06%Q4 2017Q3 202324
SIGNET FINANCIAL MANAGEMENT, LLC 930.02%0.09%0.22%Q1 2015Q3 202324
Leonard Rickey Investment Advisors P.L.L.C. 24240.49%0.61%0.81%Q4 2017Q3 202324
G&S Capital LLC 24240.52%0.64%1.32%Q4 2017Q3 202324
Windsor Wealth Management, Inc. 24240.35%0.67%1.21%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.59%0.79%1.04%Q4 2017Q3 202324
CNB Bank 24240.09%0.16%0.24%Q4 2017Q3 202324
Rossmore Private Capital 24240.34%0.53%1.14%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.02%0.32%0.96%Q4 2017Q3 202324
USAdvisors Wealth Management, LLC 24240.08%0.21%0.40%Q4 2017Q3 202324
Wealth Alliance Advisory Group, LLC 24240.25%0.53%0.84%Q4 2017Q3 202324
Parkside Advisors LLC 24240.11%0.28%0.44%Q1 2018Q4 202324
Cornell Pochily Investment Advisors, Inc. 24240.60%1.34%2.57%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.20%0.30%0.52%Q4 2017Q3 202324
Torch Wealth Management LLC 24240.23%0.58%1.44%Q1 2014Q4 201924
Cadence Bank 24240.08%0.20%0.33%Q4 2017Q3 202324
Winthrop Advisory Group LLC 24240.40%0.58%1.14%Q4 2017Q3 202324
Lourd Capital, LLC 1955.14%10.37%25.14%Q2 2013Q2 201924
AT Bancorp 24240.12%0.19%0.28%Q2 2013Q1 201924
Transamerica Financial Advisors, Inc. 1610.00%0.12%0.27%Q2 2013Q2 202024
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.32%0.55%0.89%Q4 2017Q3 202324
HARBOR ADVISORY CORP /MA/ 24243.12%4.20%5.13%Q4 2017Q3 202324
MARINO, STRAM & ASSOCIATES LLC 24240.58%0.73%1.07%Q4 2017Q3 202324
Swift Run Capital 24240.12%3.86%12.56%Q1 2015Q4 202024
Treasurer of the State of North Carolina 24241.20%1.50%2.67%Q4 2017Q3 202324
Transform Wealth, LLC 24240.32%1.10%4.23%Q2 2016Q1 202224
VISTA INVESTMENT MANAGEMENT 24240.22%0.35%0.45%Q4 2017Q3 202324
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 23230.14%0.22%0.35%Q1 2018Q3 202323
Doyle Wealth Management 23231.42%2.10%2.74%Q1 2017Q3 202223
DENALI ADVISORS LLC 2010.04%1.18%2.93%Q2 2015Q3 202323
Portfolio Solutions, LLC 12110.03%0.09%0.20%Q2 2016Q3 202223
Silvant Capital Management LLC 23230.01%0.21%0.69%Q1 2018Q3 202323
BigSur Wealth Management LLC 1910.17%0.85%1.78%Q4 2016Q3 202323
Pinion Investment Advisors, LLC 23230.78%2.59%4.85%Q1 2018Q3 202323
Keystone Financial Group 2121.03%1.47%2.13%Q4 2017Q3 202323
GLENVIEW STATE BANK TRUST DEPT. 2210.12%0.22%0.35%Q3 2014Q2 202123
Gryphon Financial Partners LLC 2210.42%1.34%2.58%Q4 2017Q3 202323
Signature Financial Management, Inc. 23231.00%1.68%2.66%Q2 2013Q4 201823
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 23230.04%0.06%0.10%Q1 2018Q3 202323
Pendal Group Ltd 23230.01%0.11%0.23%Q2 2017Q4 202223
GABLES CAPITAL MANAGEMENT INC. 23230.04%0.08%0.11%Q1 2018Q3 202323
St. Louis Trust Co 23230.17%0.27%0.49%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.12%0.25%0.49%Q1 2018Q3 202323
First Eagle Investment Management, LLC 1940.00%0.02%0.38%Q2 2013Q3 202323
Willow Creek Wealth Management Inc. 23230.06%0.11%0.17%Q1 2018Q3 202323
VALLEY WEALTH MANAGERS, INC. 1310.02%0.04%0.07%Q2 2016Q3 202323
Oak Asset Management, LLC 13100.24%0.34%0.45%Q4 2017Q3 202323
Horizon Kinetics 23230.54%0.78%0.99%Q2 2013Q4 201823
Wealthquest Corp 1440.10%0.31%0.73%Q4 2014Q3 202323
LAKE STREET ADVISORS GROUP, LLC 23230.31%0.42%0.65%Q1 2018Q3 202323
Trellis Advisors, LLC 23230.28%0.35%0.44%Q1 2018Q3 202323
Quinn Opportunity Partners LLC 1330.08%1.27%3.72%Q3 2015Q4 202123
Sonora Investment Management, LLC 870.09%0.16%0.22%Q3 2015Q3 202123
Ruane, Cunniff & Goldfarb L.P. 23231.15%2.53%4.02%Q1 2018Q3 202323
Measured Wealth Private Client Group, LLC 2210.10%0.20%0.46%Q3 2017Q3 202323
DeDora Capital, Inc. 1670.37%0.47%0.61%Q4 2017Q3 202323
Chicago Capital, LLC 23230.50%0.68%0.86%Q1 2018Q3 202323
Sowell Financial Services LLC 1020.56%0.92%1.46%Q4 2016Q3 202323
BREMER TRUST NATIONAL ASSOCIATION 23230.11%0.22%0.42%Q2 2013Q4 201823
WealthTrust-Arizona, LLC 23230.14%0.31%0.44%Q2 2013Q4 201823
Man Group plc 23230.02%0.08%0.28%Q1 2018Q3 202323
MPS Loria Financial Planners, LLC 1670.42%0.66%0.98%Q2 2017Q3 202323
SKBA CAPITAL MANAGEMENT LLC 1320.04%0.14%0.46%Q2 2013Q3 202323
Gs Investments, Inc. 1311.07%2.03%11.04%Q2 2017Q3 202323
DIAMANT ASSET MANAGEMENT, INC. 1490.08%0.45%0.59%Q4 2017Q3 202323
IRIDIAN ASSET MANAGEMENT LLC/CT 23230.00%0.02%0.05%Q3 2015Q1 202123
Bedel Financial Consulting, Inc. 23231.21%1.99%3.14%Q4 2017Q2 202323
ClariVest Asset Management LLC 1760.00%0.00%0.01%Q4 2017Q3 202323
RETIREMENT INCOME SOLUTIONS, INC 23230.37%0.47%0.54%Q1 2018Q3 202323
JNBA Financial Advisors 23230.31%0.45%1.54%Q3 2016Q1 202223
Copperwynd Financial, LLC 13100.12%0.29%1.47%Q4 2017Q3 202323
Day & Ennis, LLC 1320.10%0.18%0.24%Q1 2016Q3 202323
Allen Capital Group, LLC 2032.12%4.06%6.00%Q4 2017Q3 202323
MGO ONE SEVEN LLC 2120.51%0.96%1.36%Q4 2017Q3 202323
Mendel Money Management 1410.18%0.26%0.43%Q3 2014Q3 202323
SMITH ASSET MANAGEMENT GROUP LP 23230.00%0.01%0.01%Q4 2015Q2 202123
MFA WEALTH ADVISORS, LLC 1490.08%0.49%1.37%Q4 2017Q3 202323
Mount Yale Investment Advisors, LLC 23230.18%0.56%0.85%Q1 2018Q3 202323
CORNERSTONE ADVISORS INC 1910.00%1.06%2.13%Q2 2013Q4 202123
GREYSTONE INVESTMENT MANAGEMENT LLC 23234.45%5.95%7.05%Q2 2013Q4 201823
Chesapeake Wealth Management 23230.10%0.33%1.08%Q1 2018Q3 202323
Virtue Capital Management, LLC 1490.14%0.25%1.16%Q4 2017Q3 202323
Lenox Wealth Advisors, LLC 1710.00%0.07%0.15%Q4 2014Q1 202223
Arlington Partners LLC 23231.33%2.94%4.58%Q4 2017Q2 202323
LATHROP INVESTMENT MANAGEMENT CORP 23230.52%0.68%0.82%Q1 2018Q3 202323
Vantage Investment Partners, LLC 2120.01%0.53%1.90%Q3 2015Q2 202223
CEDAR HILL ASSOCIATES, LLC 23230.04%0.09%0.24%Q2 2013Q4 201823
Arnhold LLC 23230.04%0.80%1.59%Q1 2018Q3 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.45%0.56%0.73%Q2 2013Q4 201823
TOTH FINANCIAL ADVISORY CORP 1490.01%0.02%0.06%Q4 2017Q3 202323
Gifford Fong Associates 23231.39%1.75%2.22%Q1 2018Q3 202323
BANK HAPOALIM BM 1010.07%0.25%0.49%Q3 2016Q2 202323
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 23230.26%0.36%0.54%Q2 2013Q4 201823
Pictet North America Advisors SA 2210.09%0.16%0.25%Q3 2015Q3 202323
Cresset Asset Management, LLC 20200.01%0.25%1.14%Q4 2018Q3 202322
ADVISORS MANAGEMENT GROUP INC /ADV 22220.26%0.32%0.44%Q2 2018Q3 202322
Hartford Financial Management Inc. 22220.07%0.50%0.89%Q2 2018Q3 202322
First Dallas Securities Inc. 1310.08%0.33%0.66%Q2 2015Q3 202322
First American Bank 940.05%0.38%0.56%Q1 2016Q4 202122
Livingston Group Asset Management CO (operating as Southport Capital Management) 2110.03%0.27%0.43%Q2 2016Q1 202222
Laurel Grove Capital, LLC 22224.25%4.81%5.48%Q2 2013Q3 201822
Stevens First Principles Investment Advisors 2110.01%0.04%0.30%Q2 2013Q2 201922
HARBOUR INVESTMENT MANAGEMENT LLC 22221.82%2.17%2.56%Q2 2018Q3 202322
AFFINITY WEALTH MANAGEMENT LLC 1230.04%0.11%0.38%Q1 2017Q3 202322
Night Owl Capital Management, LLC 2110.05%0.16%0.36%Q4 2013Q3 202322
TIAA CREF INVESTMENT MANAGEMENT LLC 22220.63%0.75%1.03%Q4 2013Q1 201922
SOUTH TEXAS MONEY MANAGEMENT LTD 22220.01%0.03%0.05%Q2 2014Q3 201922
ATLAS CAPITAL ADVISORS LLC 1930.31%0.66%1.12%Q1 2018Q3 202322
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 820.00%0.51%1.40%Q1 2017Q3 202322
CI INVESTMENTS INC. 22220.00%0.09%0.36%Q2 2018Q3 202322
SHEETS SMITH WEALTH MANAGEMENT 2110.04%0.11%0.20%Q1 2018Q3 202322
IMA Wealth, Inc. 22220.31%0.59%1.10%Q4 2016Q1 202222
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
COZAD ASSET MANAGEMENT INC 22220.49%0.62%0.87%Q2 2018Q3 202322
SIMPLEX TRADING, LLC 820.00%0.26%1.43%Q1 2015Q3 202322
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2110.05%0.16%0.30%Q2 2015Q1 202222
CAPITAL ONE, NATIONAL ASSOCIATION 2110.10%0.17%0.21%Q2 2013Q4 201922
ETRADE Capital Management LLC 1620.00%0.04%0.08%Q2 2013Q3 202022
Motley Fool Asset Management LLC 22220.66%1.13%1.69%Q2 2018Q3 202322
Financial Advantage, Inc. 1910.09%0.15%0.23%Q1 2014Q2 202322
GREENWOOD GEARHART INC 22220.11%1.69%2.91%Q2 2018Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.27%0.49%0.83%Q2 2013Q3 201822
RAND WEALTH, LLC 22220.70%0.81%0.99%Q2 2013Q3 201822
BOOTHBAY FUND MANAGEMENT, LLC 1010.01%0.05%0.16%Q1 2016Q3 202322
WADDELL & REED FINANCIAL INC 2020.07%0.11%0.21%Q2 2013Q1 202122
Merriman Wealth Management, LLC 1250.15%0.70%1.42%Q2 2016Q1 202222
High Falls Advisors, Inc 1930.11%0.26%0.36%Q4 2015Q2 202122
TEACHERS ADVISORS, LLC 22220.61%0.79%1.13%Q4 2013Q1 201922
B. Riley Wealth Management, Inc. 1660.13%0.36%0.60%Q1 2014Q2 202222
CKW FINANCIAL GROUP 1320.03%0.04%0.06%Q4 2013Q3 202322
FORSTA AP-FONDEN 1570.03%0.70%1.20%Q1 2017Q3 202322
Walleye Capital LLC 610.00%0.08%0.31%Q1 2019Q3 202322
Ruggie Capital Group 1930.01%3.55%6.77%Q1 2015Q3 202022
Spindletop Capital, LLC 1517.66%14.12%73.31%Q4 2014Q3 202022
AlphaStar Capital Management, LLC 22220.05%0.19%0.58%Q2 2018Q3 202322
Cypress Capital Management LLC (WY) 2010.01%0.09%0.16%Q4 2014Q3 202322
Capital Advisory Group Advisory Services, LLC 2110.00%0.46%1.13%Q1 2018Q3 202322
JT Stratford LLC 2110.21%0.55%0.88%Q1 2017Q3 202322
Perennial Advisors, LLC 22221.49%1.88%2.29%Q4 2016Q1 202222
Fieldpoint Private Securities, LLC 22220.92%1.28%1.88%Q1 2017Q2 202222
Icon Wealth Partners, LLC 1930.31%0.46%0.60%Q4 2017Q3 202322
QVR LLC 990.01%0.31%1.33%Q4 2020Q4 202222
Lester Murray Antman dba SimplyRich 1840.69%0.83%1.21%Q4 2017Q3 202322
Quadrant Private Wealth Management, LLC 1710.29%0.55%0.86%Q4 2017Q3 202322
Ballew Advisors, Inc 1390.19%0.29%0.40%Q4 2017Q3 202322
Vanguard Capital Wealth Advisors 1210.36%0.70%1.14%Q4 2017Q3 202322
Legacy Financial Advisors, Inc. 1390.18%0.33%0.65%Q4 2017Q3 202322
Certified Advisory Corp 11110.25%0.62%1.30%Q4 2017Q3 202322
Foundations Investment Advisors, LLC 22220.03%0.10%0.20%Q2 2018Q3 202322
WORLDQUANT MILLENNIUM ADVISORS LLC 22220.25%0.44%0.77%Q2 2018Q3 202322
JGP Wealth Management, LLC 22220.07%0.12%0.20%Q2 2018Q3 202322
Brand Asset Management Group, Inc. 22220.20%0.36%0.69%Q2 2018Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22221.25%1.52%2.00%Q2 2018Q3 202322
Town & Country Bank & Trust CO dba First Bankers Trust CO 1910.10%0.40%0.93%Q4 2013Q3 202322
OUTFITTER ADVISORS, LTD. 21211.70%2.15%3.12%Q2 2013Q2 201821
One Wealth Advisors, LLC 1310.14%0.24%0.38%Q4 2017Q3 202321
Rock Point Advisors, LLC 1380.10%0.12%0.21%Q2 2018Q3 202321
WESPAC Advisors, LLC 1210.23%1.28%2.95%Q2 2013Q3 202021
Hirtle Callaghan & Co LLC 810.00%0.09%0.77%Q3 2013Q3 202321
IRONWOOD INVESTMENT MANAGEMENT LLC 1520.06%0.24%0.42%Q2 2015Q3 202321
Corundum Group, Inc. 2010.22%0.36%0.78%Q1 2018Q3 202321
Aevitas Wealth Management, Inc. 21210.45%0.73%2.10%Q4 2017Q4 202221
XR Securities LLC 820.01%0.09%0.36%Q2 2018Q3 202321
Strategic Wealth Partners, Ltd. 1380.20%0.58%1.07%Q4 2017Q1 202321
First National Bank of Mount Dora, Trust Investment Services 21210.13%0.34%0.76%Q4 2018Q4 202321
Laffer Tengler Investments, Inc. 1610.00%0.49%2.04%Q3 2013Q3 202321
SimpliFi, Inc. 1920.19%0.28%0.35%Q4 2017Q1 202321
NEEDELMAN ASSET MANAGEMENT INC 21213.02%3.35%3.77%Q2 2013Q2 201821
LFA - Lugano Financial Advisors SA 1650.00%0.18%0.46%Q2 2018Q3 202321
CARDEROCK CAPITAL MANAGEMENT INC 1310.05%0.11%0.17%Q1 2014Q3 202321
Partnervest Advisory Services LLC 1650.18%0.37%0.56%Q2 2013Q3 202021
Metropolis Capital Ltd 21214.73%11.51%16.30%Q4 2018Q4 202321
LUCAS CAPITAL MANAGEMENT 21210.16%0.26%0.34%Q2 2013Q2 201821
CX Institutional 1740.02%0.27%0.52%Q2 2018Q3 202321
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 21210.16%0.65%1.38%Q4 2017Q4 202221
TRUSTCORE FINANCIAL SERVICES, LLC 21210.48%0.78%1.88%Q4 2017Q4 202221
Larson Financial Group LLC 2010.20%0.30%0.68%Q4 2017Q3 202321
BUSH ODONNELL INVESTMENT ADVISORS INC 2011.91%5.37%6.85%Q2 2013Q3 201821
DORCHESTER WEALTH MANAGEMENT Co 21210.07%0.36%0.76%Q3 2018Q3 202321
CATAWBA CAPITAL MANAGEMENT /VA 21210.19%0.25%0.32%Q2 2013Q2 201821
Silver Lake Advisory, LLC 21212.34%2.89%4.26%Q3 2018Q3 202321
Ally Financial Inc. 510.31%0.98%1.86%Q3 2013Q4 202121
Crewe Advisors LLC 21210.11%0.34%0.64%Q3 2018Q3 202321
Schonfeld Strategic Advisors LLC 1210.00%0.09%0.30%Q3 2016Q3 202321
Johnson Financial Group, LLC 1320.09%0.29%1.18%Q4 2016Q3 202321
ASSET ADVISORS CORP 21211.38%1.86%2.61%Q2 2013Q2 201821
Global X Management CO LLC 21210.00%0.05%0.17%Q2 2013Q2 201821
Clear Perspective Advisors, LLC 21210.38%4.61%7.04%Q4 2016Q4 202121
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.39%0.67%1.17%Q2 2013Q2 201821
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1610.02%0.03%0.05%Q4 2015Q3 202321
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1320.10%0.11%0.14%Q4 2017Q3 202321
Hikari Power Ltd 21210.02%0.17%0.26%Q3 2018Q3 202321
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 21210.10%0.14%0.19%Q3 2014Q3 201921
Red Cedar Capital, LLC 21215.56%5.99%7.24%Q4 2017Q4 202221
Paradigm Financial Advisors, LLC 21210.79%1.78%3.30%Q4 2016Q4 202121
Pinnacle Bancorp, Inc. 2011.55%1.89%2.48%Q1 2017Q3 202321
J. L. Bainbridge & Co., Inc. 21210.09%0.14%0.22%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.40%0.58%Q3 2018Q3 202321
Redhawk Wealth Advisors, Inc. 21210.16%0.39%0.84%Q3 2018Q3 202321
MEANS INVESTMENT CO., INC. 20200.01%1.08%1.51%Q4 2018Q3 202321
VECTOR WEALTH MANAGEMENT, LLC 21210.31%0.45%0.63%Q4 2011Q4 201621
Vantage Financial Partners Ltd., Inc. 2010.18%0.62%0.86%Q1 2017Q3 202321
BANYAN CAPITAL MANAGEMENT, INC. 20202.75%8.38%10.84%Q4 2018Q3 202321
PIEDMONT INVESTMENT ADVISORS INC 2010.00%0.98%1.65%Q2 2013Q1 202021
Kelman-Lazarov, Inc. 21212.67%4.15%6.03%Q3 2018Q3 202321
Canton Hathaway, LLC 21210.90%1.22%1.45%Q3 2018Q3 202321
Paradigm Financial Partners, LLC 20200.00%1.29%2.11%Q4 2018Q3 202321
Summit Trail Advisors, LLC 1020.20%0.68%3.01%Q4 2017Q3 202321
SECURITY NATIONAL TRUST CO 1610.13%0.16%0.23%Q4 2013Q3 202121
Riverpoint Wealth Management Holdings, LLC 2010.03%0.20%0.30%Q4 2016Q4 202221
Ford Financial Group, LLC 21210.15%0.31%0.60%Q4 2017Q4 202221
HANCOCK WHITNEY CORP 21210.05%0.13%0.18%Q3 2018Q3 202321
Barber Financial Group, Inc. 2010.04%0.07%0.12%Q4 2016Q1 202321
VNBTrust, National Association 21210.12%0.48%1.57%Q2 2013Q2 201821
Sunesis Advisors, LLC 2010.54%0.69%0.82%Q2 2018Q3 202321
Ipswich Investment Management Co., Inc. 2010.02%0.08%0.12%Q1 2016Q3 202321
CLEAR INVESTMENT RESEARCH, LLC 21210.01%0.21%0.49%Q3 2018Q3 202321
Old North State Trust, LLC 21210.13%0.51%1.04%Q3 2018Q3 202321
Van Leeuwen & Company, LLC 21211.87%3.55%5.12%Q3 2018Q3 202321
Asset Advisors Investment Management, LLC 21210.78%1.03%1.53%Q3 2018Q3 202321
Elite Wealth Management, Inc. 1310.01%1.09%3.12%Q3 2012Q1 202321
Kalos Management, Inc. 1710.02%0.21%0.53%Q4 2015Q2 202321
ArchPoint Investors 1710.01%0.02%0.09%Q4 2015Q3 202121
PROFFITT & GOODSON INC 21210.04%0.15%0.26%Q3 2018Q3 202321
VERITY Wealth Advisors 21210.29%0.41%0.60%Q4 2018Q4 202321
Covington Capital Management 21211.17%1.39%1.66%Q3 2017Q3 202221
McAdam, LLC 1380.04%0.06%0.09%Q1 2018Q3 202321
LOEB PARTNERS CORP 1641.86%2.85%4.75%Q2 2013Q1 201920
Black Diamond Financial, LLC 20200.22%0.35%0.47%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.02%0.31%1.24%Q1 2018Q3 202320
DIMENSION CAPITAL MANAGEMENT LLC 20200.26%0.44%0.79%Q4 2018Q3 202320
Bernardo Wealth Planning LLC 20200.14%0.25%0.47%Q4 2018Q3 202320
R.H. Dinel Investment Counsel, Inc. 20201.64%2.16%2.78%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.19%0.31%0.72%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.74%0.96%1.40%Q4 2018Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.18%0.38%1.07%Q4 2018Q3 202320
Miramar Capital, LLC 20200.08%0.17%0.36%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20201.32%1.56%1.93%Q4 2018Q3 202320
Regis Management CO LLC 20200.53%1.81%3.95%Q4 2018Q3 202320
Strategic Blueprint, LLC 20200.28%1.21%9.43%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.29%0.40%0.54%Q4 2018Q3 202320
Braun-Bostich & Associates Inc. 1280.07%0.39%0.95%Q4 2017Q3 202320
NewFocus Financial Group, LLC 1550.09%0.13%0.18%Q4 2014Q4 202020
MARSHWINDS ADVISORY CO 20200.15%0.23%0.32%Q1 2014Q4 201820
Vantage Investment Advisors, LLC 20200.09%0.28%0.53%Q4 2013Q3 201820
Inlet Private Wealth, LLC 20202.06%2.63%3.92%Q4 2018Q3 202320
Mathes Company, Inc. 1820.12%0.22%0.44%Q4 2013Q4 201820
Global Wealth Management Investment Advisory, Inc. 20200.06%0.10%0.15%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.32%0.51%1.14%Q4 2018Q3 202320
Hi-Line Capital Management, LLC 20206.05%7.83%9.76%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.20%0.44%0.72%Q4 2018Q3 202320
Next Capital Management LLC 20201.16%1.59%2.14%Q4 2018Q3 202320
H&H International Investment, LLC 202010.84%20.39%30.65%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20203.49%4.12%5.06%Q4 2018Q3 202320
Advisory Resource Group 20200.22%0.38%0.58%Q4 2018Q3 202320
Garrett Wealth Advisory Group, LLC 20200.91%1.08%1.32%Q4 2018Q3 202320
Townsend & Associates, Inc 1190.11%0.77%1.71%Q4 2017Q3 202320
BANCED CORP 20200.30%1.17%1.49%Q1 2014Q4 201820
Edge Capital Group, LLC 20200.00%0.36%0.59%Q4 2018Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.69%1.02%1.56%Q4 2018Q3 202320
SYCOMORE ASSET MANAGEMENT 20200.02%0.04%0.07%Q4 2018Q3 202320
ASSET PLANNING SERVICES INC /LA/ /ADV 20200.27%0.36%0.48%Q4 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.12%0.17%0.22%Q2 2016Q1 202120
Castle Rock Wealth Management, LLC 1510.24%0.88%2.38%Q4 2017Q3 202320
Private Portfolio Partners LLC 20200.24%0.34%0.41%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20203.48%4.70%5.71%Q4 2018Q3 202320
Tidal Investments LLC 20200.31%0.59%1.42%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.09%0.31%0.61%Q4 2018Q3 202320
DAGCO, INC. 20201.74%2.65%4.20%Q4 2018Q3 202320
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 20200.09%0.19%0.42%Q4 2018Q3 202320
Community Capital Management, LLC 20201.05%1.90%4.21%Q4 2018Q3 202320
Claraphi Advisory Network, LLC 20200.08%0.27%0.82%Q4 2017Q3 202220
Claro Advisors LLC 20200.33%0.38%0.51%Q4 2018Q3 202320
Financial Advisors, LLC 20200.10%0.15%0.25%Q4 2018Q3 202320
VeraBank, N.A. 20201.08%1.59%2.25%Q4 2018Q3 202320
Fulcrum Equity Management 20200.14%0.53%1.49%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.08%0.11%0.15%Q4 2018Q3 202320
SIT INVESTMENT ASSOCIATES INC 1280.00%0.00%0.01%Q3 2018Q3 202320
Farmers & Merchants Trust Co of Long Beach 20200.27%2.12%3.79%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 202011.79%14.21%19.75%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.29%0.46%0.64%Q4 2018Q3 202320
Knuff & Co LLC 20200.86%1.71%2.49%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.38%0.56%1.03%Q4 2018Q3 202320
Qtron Investments LLC 20200.29%0.61%0.93%Q4 2018Q3 202320
NuWave Investment Management, LLC 1210.01%0.63%1.62%Q4 2013Q2 202220
Princeton Global Asset Management LLC 20201.65%2.33%4.20%Q4 2018Q3 202320
Sargent Investment Group, LLC 20200.49%0.85%1.55%Q4 2018Q3 202320
Geo Capital Gestora de Recursos Ltd 20205.34%9.26%11.67%Q4 2018Q3 202320
CFO4Life Group, LLC 20200.17%0.23%0.34%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.55%0.97%1.32%Q4 2018Q3 202320
Trek Financial, LLC 20200.04%0.28%0.79%Q4 2018Q3 202320
Sculptor Capital LP 720.02%0.25%0.76%Q2 2013Q1 201720
GAM Holding AG 1710.00%0.50%0.78%Q2 2013Q3 201920
Fort Sheridan Advisors LLC 20200.45%0.76%1.14%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.49%0.85%1.30%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.28%0.66%1.89%Q4 2018Q3 202320
Quantitative Investment Management, LLC 810.03%0.51%1.96%Q3 2013Q3 202320
Wealthfront Advisers LLC 20200.07%0.14%0.21%Q4 2018Q3 202320
ERn Financial, LLC 20200.12%0.20%0.36%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20202.68%3.40%4.22%Q4 2018Q3 202320
Essex Savings Bank 20200.50%0.75%1.04%Q4 2018Q3 202320
ORRSTOWN FINANCIAL SERVICES INC 1210.00%0.05%0.21%Q2 2013Q1 201920
WealthOne, LLC 20200.32%0.41%0.54%Q4 2018Q3 202320
MARSICO CAPITAL MANAGEMENT LLC 1330.03%0.22%0.59%Q2 2013Q3 202320
CAMG Solamere Management, LLC 20200.16%0.28%0.38%Q4 2016Q3 202120
OSSIAM 20200.24%2.50%4.78%Q4 2018Q3 202320
Legacy Capital Partners, Inc. 20200.19%0.47%0.92%Q2 2017Q1 202220
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.12%0.22%0.45%Q4 2014Q3 201920
Hurlow Wealth Management Group, Inc. 20201.06%1.39%1.68%Q4 2018Q3 202320
Achmea Investment Management B.V. 1280.23%0.64%2.00%Q1 2017Q3 202320
Redpoint Investment Management Pty Ltd 20200.74%0.88%1.12%Q4 2017Q3 202220
Tennessee Valley Asset Management Partners 20204.13%6.21%8.53%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.76%0.93%1.15%Q1 2013Q4 201720
ROMAN BUTLER FULLERTON & CO 20201.32%1.79%3.06%Q4 2018Q3 202320
Riverstone Advisors, LLC 20202.48%3.44%5.36%Q4 2018Q3 202320
MEITAV INVESTMENT HOUSE LTD 1430.03%0.05%0.08%Q1 2018Q3 202320
PRW Wealth Management LLC 20200.98%1.60%2.22%Q4 2018Q3 202320
American Portfolios Advisors 20200.21%0.38%0.49%Q4 2017Q3 202220
HM Capital Management, LLC 1640.09%0.24%0.49%Q3 2016Q3 202220
Intelligence Driven Advisers, LLC 20200.31%0.48%1.12%Q4 2018Q3 202320
Fairfax Financial Holdings 20200.06%0.19%0.26%Q2 2013Q1 201820
LORD, ABBETT & CO. LLC 1280.00%0.03%0.16%Q2 2013Q4 201820
Bizma Investimentos Ltda 20200.73%6.55%11.18%Q4 2018Q3 202320
PFG Advisors 20200.13%0.44%0.96%Q4 2018Q3 202320
RK Asset Management, LLC 1142.25%4.05%5.13%Q2 2017Q3 202320
Cedar Brook Financial Partners, LLC 20200.71%0.99%1.86%Q4 2018Q3 202320
Alera Investment Advisors, LLC 20200.10%0.18%0.40%Q4 2018Q3 202320
Engineers Gate Manager LP 810.01%0.15%0.52%Q2 2015Q3 202320
MANCHESTER FINANCIAL INC 20200.10%1.01%1.88%Q4 2018Q3 202320
Bronte Capital Management Pty Ltd. 20200.24%14.17%22.61%Q4 2018Q3 202320
American Investment Services, Inc. 1910.46%0.59%0.93%Q1 2016Q3 202320
FinTrust Capital Advisors, LLC 20200.04%0.16%0.27%Q4 2018Q3 202320
Atwater Malick LLC 20200.27%0.33%0.44%Q4 2018Q3 202320
Connecticut Wealth Management, LLC 1810.04%0.12%0.25%Q4 2017Q3 202320
Old Port Advisors 1810.22%1.17%2.03%Q2 2018Q3 202320
Legacy Bridge, LLC 20200.38%0.53%0.74%Q4 2018Q3 202320
CHEMICAL BANK 20200.14%0.27%0.38%Q3 2014Q2 201920
EdgePoint Investment Group Inc. 20200.43%1.44%1.79%Q4 2015Q3 202020
IBEX WEALTH ADVISORS 1110.06%0.65%1.44%Q4 2016Q3 202320
Compton Wealth Advisory Group, LLC 20200.68%0.91%1.67%Q4 2018Q3 202320
Allred Capital Management, LLC 20201.34%1.78%2.12%Q4 2018Q3 202320
Valtinson Bruner Financial Planning LLC 20200.28%0.41%0.56%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.15%0.29%0.79%Q4 2018Q3 202320
Gibraltar Capital Management, Inc. 20200.29%0.64%1.30%Q4 2018Q3 202320
JSF Financial, LLC 20200.59%0.97%1.36%Q4 2018Q3 202320
D. SCOTT NEAL, INC. 1640.02%0.49%1.62%Q2 2017Q3 202320
FormulaFolio Investments, LLC 1910.03%0.09%0.27%Q4 2015Q2 202120
BREWIN DOLPHIN LTD 20204.00%6.92%9.23%Q3 2017Q2 202220
GREAT VALLEY ADVISOR GROUP, INC. 20200.25%0.52%1.30%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.22%0.26%0.37%Q4 2018Q3 202320
Cornerstone Advisory, LLC 20200.33%2.02%3.25%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.29%0.95%2.47%Q4 2018Q3 202320
Ironwood Financial, llc 1130.01%0.08%0.21%Q1 2015Q3 202120
RVW Wealth, LLC 20200.11%0.16%0.28%Q1 2019Q4 202320
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20205.49%8.47%14.70%Q3 2017Q2 202220
GYL FINANCIAL SYNERGIES, LLC 20200.55%0.99%1.45%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.25%0.70%0.86%Q4 2015Q3 202020
Cooper Financial Group 20200.91%1.37%2.21%Q4 2018Q3 202320
CHURCHILL MANAGEMENT Corp 1310.01%0.12%0.25%Q1 2014Q3 202320
PIN OAK INVESTMENT ADVISORS INC 1711.38%3.47%6.11%Q4 2017Q3 202320
MOODY NATIONAL BANK TRUST DIVISION 1370.00%0.16%0.57%Q3 2018Q3 202320
Gateway Advisory, LLC 1190.05%1.12%4.57%Q4 2017Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20201.02%1.31%2.03%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.56%1.05%2.77%Q4 2018Q3 202320
SEARCY FINANCIAL SERVICES INC /ADV 20203.93%4.99%7.38%Q4 2018Q3 202320
Beacon Capital Management, Inc. 1210.00%0.03%0.12%Q4 2013Q3 202320
Centric Wealth Management 20200.15%0.30%0.71%Q4 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20201.29%1.47%1.70%Q2 2013Q1 201820
MayTech Global Investments, LLC 1640.00%0.06%0.16%Q3 2018Q3 202320
Sepio Capital, LP 20200.46%0.78%1.10%Q4 2018Q3 202320
&PARTNERS 20200.72%1.06%1.97%Q4 2018Q3 202320
Vista Private Wealth Partners. LLC 1730.27%0.32%0.40%Q3 2017Q3 202320
PARK AVENUE SECURITIES LLC 1910.04%0.14%0.27%Q2 2017Q3 202320
TOWNSQUARE CAPITAL LLC 20200.21%0.28%0.37%Q4 2018Q3 202320
STEWART WEST INDIES TRADING CO., LTD 20206.21%6.89%8.38%Q2 2013Q1 201820
Trinity Legacy Partners, LLC 20200.25%0.89%2.22%Q4 2018Q3 202320
CAPITAL GUARDIAN TRUST CO 1610.00%0.03%0.06%Q2 2013Q1 201920
Defender Capital, LLC. 202011.54%15.97%24.41%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.58%0.87%1.97%Q1 2016Q4 202020
Institute for Wealth Management, LLC. 1810.00%0.48%0.73%Q2 2013Q3 202320
HERMES INVESTMENT MANAGEMENT LTD 20200.03%1.17%2.41%Q3 2013Q2 201820
Magellan Asset Management Ltd 20200.00%0.53%3.43%Q4 2018Q3 202320
MONECO Advisors, LLC 20201.04%1.51%2.53%Q4 2018Q3 202320
Ellevest, Inc. 20200.01%0.03%0.08%Q4 2018Q3 202320
BRASADA CAPITAL MANAGEMENT, LP 1230.02%0.50%1.82%Q4 2017Q3 202320
PARADIGM ASSET MANAGEMENT CO LLC 20200.51%0.90%1.46%Q4 2018Q3 202320
Archer Investment Corp 20200.25%0.40%0.56%Q4 2018Q3 202320
Schwab Charitable Fund 1310.02%0.14%0.47%Q1 2018Q3 202320
Financial Enhancement Group LLC 19190.00%0.20%0.35%Q1 2019Q3 202319
Private Vista, LLC 19190.15%1.06%2.30%Q4 2015Q2 202019
Schoolcraft Capital LLC 19190.17%0.23%0.39%Q1 2019Q3 202319
McCarthy Grittinger Financial Group, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1090.12%0.16%0.19%Q3 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.33%0.56%0.99%Q1 2019Q3 202319
ICONIQ Capital, LLC 19190.00%0.02%0.08%Q1 2019Q3 202319
Aspire Private Capital, LLC 1360.00%0.09%0.12%Q4 2018Q3 202319
LITTLE HOUSE CAPITAL LLC 1090.67%1.91%3.40%Q4 2018Q3 202319
Human Investing LLC 1270.08%0.10%0.14%Q4 2018Q3 202319
Unigestion Holding SA 1210.02%1.65%3.99%Q2 2018Q3 202319
MinichMacGregor Wealth Management, LLC 1310.06%0.11%0.43%Q4 2015Q3 202319
Beacon Pointe Advisors, LLC 1630.47%1.42%3.53%Q4 2018Q3 202319
New World Advisors LLC 1090.54%0.70%0.86%Q4 2018Q3 202319
Frisch Financial Group, Inc. 1811.15%3.29%5.26%Q4 2018Q3 202319
Arbor Investment Advisors, LLC 1810.07%0.24%0.36%Q4 2016Q3 202319
First National Bank of South Miami 19190.61%0.83%1.28%Q4 2018Q2 202319
Altium Wealth Management LLC 19191.23%1.88%4.08%Q4 2017Q2 202219
Western Wealth Management, LLC 1181.02%2.01%3.75%Q4 2018Q3 202319
Lutz Financial Services LLC 1220.05%0.20%1.22%Q4 2017Q3 202319
DSC Advisors, L.P. 920.03%0.56%2.17%Q4 2017Q3 202319
HOWARD FINANCIAL SERVICES, LTD. 1360.09%0.20%0.87%Q4 2018Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.02%0.09%0.15%Q2 2013Q4 201719
Cordasco Financial Network 1270.03%0.16%0.32%Q4 2013Q3 201819
Private Capital Group, LLC 19190.25%0.63%1.14%Q4 2017Q2 202219
Fairhaven Wealth Management, LLC 1720.67%0.87%1.16%Q4 2018Q3 202319
Foster Victor Wealth Advisors, LLC 19190.06%0.16%0.29%Q1 2019Q3 202319
Titus Wealth Management 19192.76%5.26%10.50%Q4 2017Q2 202219
Ellenbecker Investment Group 19190.09%0.16%0.23%Q1 2019Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.07%0.59%0.90%Q4 2018Q3 202319
BOENNING & SCATTERGOOD, INC. 19191.66%1.96%2.48%Q2 2018Q4 202219
PREMIER ASSET MANAGEMENT LLC 1720.13%2.48%3.56%Q1 2016Q4 202119
CMC Financial Group 19190.16%1.42%3.97%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19191.90%2.18%3.18%Q2 2013Q4 201719
James Hambro & Partners 1720.13%0.20%0.34%Q4 2018Q3 202319
CCG WEALTH MANAGEMENT, LLC 19190.17%0.28%0.56%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.17%0.21%0.25%Q1 2019Q3 202319
KG&L Capital Management,LLC 1540.27%0.47%0.86%Q4 2018Q3 202319
FORTEM FINANCIAL GROUP, LLC 1810.20%0.28%0.48%Q4 2018Q3 202319
LAKE STREET FINANCIAL LLC 19190.66%0.88%1.15%Q1 2019Q3 202319
Pine River Capital Management L.P. 740.01%0.11%0.33%Q2 2013Q4 201619
Investors Research Corp 19190.01%0.04%0.06%Q1 2019Q3 202319
RDA Financial Network 19190.44%0.65%0.98%Q1 2019Q3 202319
Jupiter Wealth Management LLC 19190.55%1.56%2.85%Q1 2019Q3 202319
Bremer Bank National Association 19190.36%0.41%0.48%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.18%0.54%2.05%Q1 2019Q3 202319
Mariner Wealth Advisors-Cincinnati, LLC 830.11%0.20%0.47%Q2 2013Q3 201819
United Capital Management of KS, Inc. 1090.07%0.32%0.86%Q3 2018Q3 202319
TimeScale Financial, Inc. 19190.10%0.13%0.24%Q4 2018Q2 202319
Realta Investment Advisors 19190.71%1.26%2.14%Q1 2019Q3 202319
Weaver Consulting Group 19190.27%0.76%1.03%Q1 2019Q3 202319
Arden Trust Co 19190.06%0.21%0.28%Q2 2019Q4 202319
Legend Financial Advisors, Inc. 1090.33%0.61%1.04%Q4 2018Q3 202319
Keudell/Morrison Wealth Management 19190.35%0.52%0.78%Q1 2019Q3 202319
Echo Street Capital Management LLC 610.00%0.28%0.92%Q1 2014Q2 202219
Trilogy Capital Inc. 920.01%0.09%0.17%Q4 2017Q3 202319
Xcel Wealth Management, LLC 1540.27%0.69%1.98%Q4 2018Q3 202319
COMERICA SECURITIES,INC. 19190.11%0.17%0.27%Q1 2019Q3 202319
Ferris Capital, LLC 1630.31%0.56%0.81%Q2 2017Q1 202219
Ascension Asset Management LLC 1010.84%1.06%1.34%Q4 2017Q2 202319
FLC Capital Advisors 19190.39%0.59%0.78%Q4 2018Q2 202319
Stratos Investment Management, LLC 19191.02%1.52%1.90%Q1 2019Q3 202319
Advisory Alpha, LLC 1450.04%0.10%0.17%Q4 2018Q3 202319
Capital International Investors 1810.00%0.21%0.46%Q4 2015Q4 202119
ARKANSAS FINANCIAL GROUP, INC. 1090.18%0.41%0.60%Q4 2016Q3 202319
Rikoon Group, LLC 19191.62%1.83%2.01%Q3 2016Q1 202119
Black Swift Group, LLC 1230.00%0.67%1.55%Q3 2018Q3 202319
Lantz Financial LLC 19190.39%0.64%1.30%Q1 2019Q3 202319
Bangor Savings Bank 1360.05%0.22%0.28%Q4 2018Q3 202319
Shamrock Asset Management LLC 19190.01%0.02%0.03%Q1 2014Q3 201819
Heritage Way Advisors, LLC 1360.12%0.21%0.29%Q4 2016Q4 202119
TSFG, LLC 19190.10%0.24%0.46%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.12%0.23%0.40%Q3 2018Q3 202319
Burt Wealth Advisors 1810.40%0.49%0.60%Q4 2016Q3 202119
BENJAMIN EDWARDS INC 19190.13%0.33%0.59%Q1 2019Q3 202319
Jasper Ridge Partners, L.P. 19190.26%0.35%0.46%Q1 2019Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19191.83%3.20%4.62%Q1 2019Q3 202319
PROVIDENT TRUST CO 19190.03%0.04%0.05%Q1 2019Q3 202319
Evolution Wealth Advisors, LLC 1720.67%1.24%2.62%Q4 2018Q3 202319
Pasadena Private Wealth, LLC 19190.14%0.23%0.37%Q1 2019Q3 202319
Psagot Value Holdings Ltd. 510.00%0.20%1.27%Q2 2013Q3 202119
Ruane, Cunniff & Goldfarb 19193.14%3.94%6.30%Q2 2013Q4 201719
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.22%0.46%0.81%Q1 2019Q3 202319
CIDEL ASSET MANAGEMENT INC 19190.02%0.07%0.20%Q1 2019Q3 202319
MU Investments Co., Ltd. 19190.05%0.21%0.35%Q2 2013Q4 201719
Independence Trust CO 19190.26%0.68%1.47%Q2 2013Q4 201719
Delta Investment Management, LLC 19190.38%3.34%7.15%Q1 2019Q3 202319
Members Trust Co 1020.02%0.02%0.04%Q2 2016Q3 202319
GMT CAPITAL CORP 19191.16%1.98%2.50%Q2 2013Q4 201719
Capital Advantage, Inc. 1010.52%0.67%0.91%Q4 2016Q3 202319
IFC Holdings Incorporated/FL 19190.29%0.36%0.48%Q2 2013Q4 201719
Wellesley Investment Partners, LLC 19190.12%0.17%0.21%Q1 2016Q3 202019
SUN LIFE FINANCIAL INC 1630.00%0.25%0.63%Q2 2013Q1 202119
Executive Wealth Management, LLC 1630.03%0.18%0.54%Q4 2018Q3 202319
AJO, LP 1610.00%0.22%1.35%Q2 2013Q4 202019
Aptus Capital Advisors, LLC 19190.02%0.33%0.53%Q1 2019Q3 202319
Truvvo Partners LLC 1360.15%1.06%1.73%Q4 2015Q3 202019
FRED ALGER MANAGEMENT, LLC 1310.00%0.05%0.14%Q2 2013Q1 201919
WEALTHFRONT Corp 19190.06%0.12%0.15%Q1 2014Q3 201819
Pensionmark Financial Group, LLC 19190.17%0.28%0.44%Q1 2019Q3 202319
New England Professional Planning Group Inc. 1140.12%0.21%0.37%Q4 2017Q3 202319
VisionPoint Advisory Group, LLC 1810.25%0.95%3.45%Q4 2018Q3 202319
Holloway Wealth Management, LLC 1090.01%0.02%0.04%Q4 2016Q1 202219
Wealthspire Advisors, LLC 1810.03%0.19%0.39%Q4 2018Q3 202319
CCM INVESTMENT ADVISERS LLC 1630.04%1.47%2.50%Q1 2016Q3 202319
Financial Insights, Inc. 1812.51%5.10%8.44%Q4 2018Q3 202319
Swedbank 19190.77%1.37%2.63%Q2 2016Q4 202019
Blackhawk Capital Partners LLC. 840.08%0.60%2.08%Q4 2017Q3 202318
TCG Advisory Services, LLC 12120.01%0.74%4.49%Q4 2020Q3 202318
UNITED BANK, INC. 18180.09%0.13%0.17%Q2 2013Q3 201718
Abacus Planning Group, Inc. 1710.30%0.46%0.59%Q4 2018Q3 202318
Marshall Wace North America L.P. 620.00%0.17%0.66%Q3 2013Q3 202118
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.07%0.23%0.36%Q4 2015Q1 202018
Kiwi Wealth Investments Limited Partnership 1210.03%0.60%2.04%Q2 2015Q2 202318
RiverGlades Family Offices LLC 1310.17%0.30%0.42%Q4 2017Q3 202318
Cipher Capital LP 510.19%0.73%1.30%Q4 2013Q2 202318
Invst, LLC 18180.19%0.29%0.36%Q2 2019Q3 202318
Hilton Capital Management, LLC 1170.02%0.08%0.19%Q2 2017Q2 202218
Grandview Asset Management LLC 1110.20%2.55%6.91%Q4 2018Q3 202318
MBM Wealth Consultants, LLC 18180.01%0.03%0.18%Q4 2018Q1 202318
Bruderman Asset Management, LLC 1530.04%0.16%0.35%Q1 2015Q3 201918
CROFT-LEOMINSTER INC 1170.60%0.96%1.35%Q2 2013Q4 201718
REGENTS OF THE UNIVERSITY OF CALIFORNIA 1610.20%0.44%1.26%Q2 2017Q3 202318
DAVIDSON & GARRARD INC 18180.24%0.49%0.78%Q2 2013Q3 201718
Ashburton (Jersey) Ltd 18180.20%6.82%10.50%Q2 2019Q3 202318
FIC CAPITAL INC 18181.19%2.30%3.76%Q2 2013Q3 201718
RPG Investment Advisory, LLC 18180.00%0.01%0.02%Q2 2017Q3 202118
SMITHBRIDGE ASSET MANAGEMENT INC/DE 1440.06%0.10%0.13%Q1 2019Q3 202318
BREITER CAPITAL MANAGEMENT INC 18182.12%3.50%6.17%Q4 2017Q1 202218
Jacobus Wealth Management, Inc. 18180.05%0.10%0.14%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.62%0.93%1.30%Q2 2013Q3 201718
BANCORPSOUTH INC 18180.14%0.17%0.21%Q2 2013Q3 201718
Catamount Wealth Management 18184.71%5.68%8.43%Q4 2014Q1 201918
Westover Capital Advisors, LLC 1170.07%0.12%0.25%Q1 2019Q3 202318
Perennial Investment Advisors, LLC 16160.02%1.26%3.49%Q4 2019Q3 202318
PATTON FUND MANAGEMENT, INC. 18182.94%3.83%5.37%Q2 2019Q3 202318
Clearwater Capital Advisors, LLC 1020.02%0.04%0.06%Q4 2017Q3 202318
TLW Wealth Management, LLC 18183.33%8.44%11.51%Q2 2019Q3 202318
MCKINLEY CAPITAL MANAGEMENT LLC 1110.00%0.64%1.57%Q2 2013Q3 202318
Lenox Wealth Management, Inc. 15110.87%17.87%34.53%Q4 2013Q2 202018
MASTRAPASQUA ASSET MANAGEMENT INC 18180.03%0.05%0.06%Q1 2017Q2 202118
CERTUITY, LLC 16160.08%0.45%0.77%Q4 2019Q3 202318
SII INVESTMENTS INC/WI 1080.21%0.40%0.60%Q2 2013Q4 201718
NIPPON LIFE INSURANCE CO 18180.12%0.14%0.18%Q2 2013Q3 201718
COOKSON PEIRCE & CO INC 720.02%0.28%0.87%Q2 2013Q2 202218
Quotient Investors, LLC 18180.31%1.04%2.38%Q2 2013Q3 201718
Grace Capital 18180.07%0.60%2.62%Q4 2016Q1 202118
Sentry Investments Corp. 18180.03%0.11%0.23%Q4 2013Q1 201818
I.G. INVESTMENT MANAGEMENT, LTD. 18180.06%0.12%0.18%Q2 2013Q3 201718
TUKMAN GROSSMAN CAPITAL MANAGEMENT INC 18182.97%4.30%6.07%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.96%1.12%1.40%Q2 2013Q3 201718
DELTA FINANCIAL ADVISORS LLC 18181.14%1.40%1.70%Q2 2019Q3 202318
Sawyer & Company, Inc 1530.00%0.02%0.06%Q4 2017Q2 202218
CUMBERLAND ADVISORS INC 1260.88%2.90%5.13%Q1 2019Q3 202318
MidWestOne Financial Group, Inc. 18180.32%0.47%0.96%Q2 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.77%0.91%1.17%Q2 2019Q3 202318
Costello Asset Management, INC 1440.17%1.83%4.23%Q4 2018Q3 202318
GODSEY & GIBB, INC 1320.05%0.15%0.23%Q1 2016Q3 202318
Tranquility Partners, LLC 18180.25%0.66%0.84%Q2 2019Q3 202318
Jaffetilchin Investment Partners, LLC 18180.13%0.34%0.53%Q2 2019Q3 202318
COMERICA SECURITIES INC 18180.18%0.38%0.74%Q3 2014Q4 201818
Penobscot Investment Management Company, Inc. 18180.20%0.22%0.23%Q2 2013Q3 201718
Taconic Capital Advisors LP 1010.01%0.65%2.16%Q1 2018Q3 202318
RBA Wealth Management, LLC 18180.12%0.29%0.63%Q2 2019Q3 202318
ALLEN OPERATIONS LLC 18180.29%0.50%0.78%Q2 2019Q3 202318
MIDWEST INVESTMENT MANAGEMENT LLC 18184.11%9.71%12.87%Q2 2013Q3 201718
Cornerstone Wealth Group, LLC 1620.10%0.29%0.97%Q1 2019Q3 202318
Bridgewater Associates 710.00%0.18%0.66%Q2 2013Q3 202318
Santori & Peters, Inc. 810.08%0.20%0.48%Q4 2017Q3 202318
Seneca House Advisors 1350.17%0.23%0.35%Q4 2017Q3 202318
Kovitz Investment Group, LLC 11110.02%3.52%6.68%Q2 2013Q4 201518
Elmwood Wealth Management, Inc. 1120.64%0.94%1.15%Q1 2018Q3 202318
GSA CAPITAL PARTNERS LLP 810.01%0.10%0.23%Q2 2013Q4 201918
Vestmark Advisory Solutions, Inc. 1530.13%0.24%0.36%Q1 2019Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.04%0.07%0.11%Q2 2013Q3 201718
Brio Consultants, LLC 1350.06%0.08%0.11%Q4 2018Q3 202318
TRAIN BABCOCK ADVISORS LLC 1261.03%1.22%1.90%Q2 2013Q4 201718
Truvestments Capital LLC 18180.57%1.22%1.67%Q2 2019Q3 202318
SP Asset Management 18182.09%2.72%3.64%Q2 2018Q3 202218
Semmax Financial Advisors Inc. 1710.31%0.95%1.20%Q4 2018Q3 202318
MCDONALD CAPITAL INVESTORS INC/CA 18182.03%8.31%10.39%Q2 2019Q3 202318
Pacifica Partners Inc. 17172.82%3.17%3.44%Q4 2019Q4 202317
Williams Jones Wealth Management, LLC. 17170.82%1.16%1.59%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.03%0.15%0.28%Q3 2019Q3 202317
OppenheimerFunds, Inc. 17170.23%0.44%0.60%Q1 2015Q1 201917
Andesa Financial Management Inc. 1160.15%0.19%0.33%Q3 2018Q1 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.02%0.30%0.48%Q3 2019Q3 202317
Nationwide Fund Advisors 1430.39%0.51%0.65%Q2 2013Q3 201717
AR ASSET MANAGEMENT INC 17171.39%1.63%2.02%Q3 2019Q3 202317
Silver Heights Capital Management Inc 1610.00%0.00%0.00%Q4 2016Q1 202117
Geneva Advisors, LLC 17170.09%0.20%0.28%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.42%0.58%0.76%Q2 2013Q2 201717
USA FINANCIAL FORMULAS 1010.00%0.22%1.00%Q4 2014Q3 202317
Bull Street Advisors, LLC 17171.10%1.50%1.84%Q3 2019Q3 202317
QVT Financial LP 17170.49%1.09%2.11%Q3 2019Q3 202317
Vigilare Wealth Management 17170.32%0.61%1.05%Q4 2019Q4 202317
BOWEN HANES & CO INC 1430.01%0.04%0.08%Q3 2013Q3 202017
Hubbell Strickland Wealth Management, LLC 17170.48%0.53%0.61%Q3 2019Q3 202317
Zions Bancorporation, N.A. 17170.04%0.07%0.12%Q3 2019Q3 202317
Inscription Capital, LLC 17170.16%0.29%0.70%Q3 2019Q3 202317
Howard Capital Management Inc. 1310.04%0.12%0.34%Q1 2019Q3 202317
Aveo Capital Partners, LLC 1210.06%0.10%0.31%Q4 2016Q3 202317
Harvest Fund Management Co., Ltd 1340.00%0.15%0.64%Q3 2018Q3 202317
CONCENTRIC WEALTH MANAGEMENT, LLC 1610.14%0.20%0.26%Q3 2018Q3 202317
Capital Bank & Trust Co 17170.02%0.08%0.11%Q2 2017Q2 202117
WINMILL & CO. INC 17170.47%0.70%1.42%Q3 2019Q3 202317
TD Capital Management LLC 1110.00%0.00%0.01%Q2 2013Q3 202317
Apollon Wealth Management, LLC 1610.08%0.76%1.21%Q2 2019Q3 202317
IFG Advisors, LLC 17170.24%0.42%0.56%Q3 2019Q3 202317
SIRIOS CAPITAL MANAGEMENT L P 17170.10%1.71%3.11%Q4 2016Q4 202017
Barrington Strategic Wealth Management Group LLC 1340.12%0.17%0.31%Q2 2013Q3 201717
WFG Advisors, LP 17170.22%0.56%0.91%Q2 2013Q2 201717
JENNISON ASSOCIATES LLC 1610.00%0.00%0.01%Q3 2013Q4 201817
Selective Wealth Management, Inc. 1410.00%0.09%0.21%Q3 2018Q4 202317
Avion Wealth 17170.15%0.28%0.49%Q3 2019Q3 202317
Wolff Financial Management LLC 1010.25%0.40%0.66%Q4 2018Q3 202317
Ranch Capital Advisors Inc. 17170.15%0.24%0.36%Q3 2019Q3 202317
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 17170.48%0.91%5.24%Q4 2016Q4 202017
Jackson Wealth Management, LLC 820.03%0.49%1.70%Q4 2014Q3 202317
LMCG INVESTMENTS, LLC 1070.38%0.96%2.01%Q2 2013Q3 202317
Lehman & Derafelo Financial Resources LLC 17173.87%4.77%5.83%Q4 2018Q4 202217
SEEYOND 17170.02%0.24%0.65%Q4 2018Q4 202217
Hall Kathryn A. 17170.46%0.89%1.71%Q1 2019Q1 202317
Waratah Capital Advisors Ltd. 810.08%1.18%5.18%Q4 2018Q3 202317
Richard P Slaughter Associates Inc 17170.23%1.11%1.55%Q4 2019Q4 202317
Omega Financial Group, LLC 1430.17%0.20%0.34%Q4 2018Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.04%0.28%0.44%Q2 2013Q2 201717
Investment Counsel Inc. 1520.18%0.36%0.67%Q3 2016Q1 202117
Campbell Wealth Management 17170.03%0.06%0.08%Q3 2019Q3 202317
Beirne Wealth Consulting Services, LLC 1340.11%0.41%1.49%Q4 2018Q3 202317
CAXTON CORP 1610.22%2.26%5.78%Q2 2015Q3 201917
Concentrum Wealth Management 980.11%0.42%0.93%Q4 2018Q3 202317
GILL CAPITAL PARTNERS, LLC 1610.42%0.55%0.67%Q4 2018Q4 202317
UBS AG 660.00%0.08%0.24%Q2 2013Q3 201417
JACOBS & CO/CA 17170.42%0.49%0.57%Q3 2019Q3 202317
Migdal Insurance & Financial Holdings Ltd. 940.00%0.01%0.09%Q1 2018Q3 202317
Resource Management, LLC 17170.22%0.31%0.37%Q4 2017Q4 202117
VIRIDIAN RIA, LLC 17170.13%0.39%0.56%Q1 2018Q1 202217
Baldrige Asset Management LLC 17170.63%0.81%1.10%Q1 2019Q1 202317
Kathmere Capital Management, LLC 14140.06%0.16%0.25%Q2 2020Q3 202317
BKS ADVISORS, LLC 17170.09%0.16%0.28%Q1 2015Q1 201917
Physician Wealth Advisors, Inc. 17170.27%0.32%0.45%Q3 2019Q3 202317
Otter Creek Advisors, LLC 17170.88%1.62%2.30%Q4 2015Q4 201917
Terra Nova Asset Management LLC 1250.21%0.67%1.33%Q1 2015Q3 202317
INVESTMENT CENTERS OF AMERICA INC 1160.34%0.51%0.66%Q2 2013Q3 201717
WealthTrust Fairport, LLC 1070.04%0.07%0.10%Q2 2013Q1 201917
Holowesko Partners Ltd. 17170.03%0.37%0.67%Q3 2019Q3 202317
GRAYBILL WEALTH MANAGEMENT, LTD. 17172.38%3.52%4.14%Q3 2019Q3 202317
Dynamic Technology Lab Private Ltd 610.04%0.20%0.70%Q2 2013Q2 202217
Robertson Stephens Wealth Management, LLC 17170.16%0.35%0.53%Q3 2019Q3 202317
BROOKS, MOORE & ASSOCIATES, INC. 17170.18%0.34%0.71%Q3 2019Q3 202317
SANDERS MORRIS HARRIS LLC 810.05%0.23%1.31%Q1 2016Q3 202317
Capital Wealth Planning, LLC 1340.01%0.13%0.22%Q4 2016Q1 202117
New Potomac Partners, LLC 1240.06%0.10%0.20%Q4 2017Q3 202316
Mitsubishi UFJ Securities Holdings Co., Ltd. 1510.04%0.20%0.45%Q1 2015Q2 201916
Core Wealth Advisors, Inc. 16160.03%0.16%0.53%Q4 2019Q3 202316
Quilter Plc 16160.30%9.42%15.59%Q4 2019Q3 202316
Orbis Allan Gray Ltd 970.02%1.13%3.85%Q2 2016Q1 202116
HBC Financial Services, PLLC 16160.32%0.37%0.46%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16163.59%5.14%8.09%Q4 2019Q3 202316
True North Advisors, LLC 16163.21%6.66%10.10%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.75%1.00%1.10%Q4 2019Q3 202316
Curtis Advisory Group, LLC 16161.12%1.94%5.24%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16161.34%2.54%3.76%Q4 2017Q3 202116
CWH Capital Management, Inc. 16160.12%0.17%0.25%Q1 2017Q4 202016
Sugarloaf Wealth Management, LLC 16160.12%0.16%0.24%Q4 2019Q3 202316
TANDEM CAPITAL MANAGEMENT CORP /ADV 16160.47%0.66%0.88%Q4 2019Q3 202316
Joseph P. Lucia & Associates, LLC 620.01%0.10%0.16%Q1 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.22%0.33%0.43%Q4 2019Q3 202316
Emerald Advisors, LLC 16160.12%0.16%0.33%Q4 2019Q3 202316
Weiss Multi-Strategy Advisers LLC 410.04%0.39%1.92%Q4 2013Q3 202316
ABSHER WEALTH MANAGEMENT, LLC 16163.01%3.32%3.73%Q4 2019Q3 202316
Cornerstone Advisors, LLC 16160.87%2.25%3.41%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16161.95%2.26%2.89%Q4 2019Q3 202316
Domani Wealth, LLC 1060.04%0.08%0.10%Q3 2018Q1 202316
Apexium Financial, LP 16160.41%0.55%0.81%Q4 2019Q3 202316
TRANSCEND CAPITAL ADVISORS, LLC 16160.46%0.76%1.49%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.23%0.43%0.66%Q4 2019Q3 202316
NEW YORK LIFE TRUST CO 16160.95%1.61%2.01%Q2 2013Q1 201716
Clarity Wealth Advisors, LLC 16161.82%2.38%3.00%Q4 2019Q3 202316
Spectrum Wealth Advisory Group, LLC 1420.26%0.35%0.53%Q1 2019Q3 202316
First Houston Capital, Inc. 16162.04%2.51%2.97%Q3 2013Q2 201716
Stonebridge Financial Planning Group, LLC 16160.13%0.16%0.19%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.08%0.23%0.40%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.16%0.23%0.28%Q2 2013Q1 201716
Vontobel Swiss Wealth Advisors AG 16160.14%0.29%0.48%Q4 2014Q3 201816
Leelyn Smith, LLC 16161.02%1.27%1.56%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.08%0.50%1.01%Q4 2017Q3 202316
Marks Group Wealth Management, Inc 16160.19%0.27%0.35%Q4 2019Q3 202316
Veracity Capital LLC 16160.11%0.25%0.41%Q4 2019Q3 202316
DRH Investments, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.44%0.65%0.84%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.58%0.81%1.74%Q4 2019Q3 202316
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.16%2.11%2.89%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16161.42%2.62%6.46%Q4 2019Q3 202316
Clear Creek Financial Management, LLC 1010.05%0.17%0.55%Q2 2019Q3 202316
Perkins Investment Management, LLC 16160.11%0.15%0.19%Q2 2013Q1 201716
Independent Family Office, LLC 16160.29%0.54%1.15%Q4 2019Q3 202316
PrairieView Partners, LLC 16160.00%0.03%0.06%Q3 2019Q2 202316
Teamwork Financial Advisors, LLC 16160.22%1.68%6.12%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.32%0.40%0.50%Q4 2019Q3 202316
Intersect Capital LLC 1420.04%0.27%0.63%Q4 2014Q2 202216
HighMark Wealth Management LLC 16160.07%0.10%0.12%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.42%0.57%0.88%Q4 2019Q3 202316
Marcum Wealth, LLC 16160.14%0.27%0.36%Q4 2019Q3 202316
ORSER CAPITAL MANAGEMENT, LLC 1511.33%2.55%4.96%Q1 2019Q3 202316
BONNESS ENTERPRISES INC 16160.17%0.39%1.39%Q4 2019Q3 202316
MACKAY SHIELDS LLC 1420.54%0.72%1.05%Q1 2018Q1 202216
Strategic Wealth Investment Group, LLC 16160.07%0.26%0.82%Q4 2019Q3 202316
MAGNOLIA CAPITAL MANAGEMENT LTD 16161.50%1.90%2.26%Q4 2019Q3 202316
360 Financial, Inc. 16160.22%0.38%0.63%Q4 2019Q3 202316
Weatherstone Capital Management 16160.18%0.45%2.11%Q2 2015Q1 201916
Carolina Wealth Advisors, LLC 16160.22%0.29%0.35%Q4 2019Q3 202316
NovaPoint Capital, LLC 16161.84%3.36%5.30%Q4 2019Q3 202316
Stokes Family Office, LLC 16161.04%1.20%1.53%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16161.68%1.96%2.50%Q4 2019Q3 202316
AGRAN LIBBIE 16161.95%2.30%2.72%Q2 2013Q1 201716
Indie Asset Partners, LLC 16160.28%0.42%0.61%Q4 2019Q3 202316
Arkfeld Wealth Strategies, L.L.C. 16167.66%10.46%14.84%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.19%0.58%1.07%Q4 2017Q3 202116
Samalin Investment Counsel, LLC 16160.26%0.90%1.55%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.14%0.19%0.24%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.72%0.91%1.04%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.30%0.53%0.89%Q4 2019Q3 202316
Fortis Capital Management LLC 16160.19%0.59%2.10%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16161.21%1.42%1.69%Q4 2019Q3 202316
Rainier Group Investment Advisory LLC 16160.23%0.62%5.02%Q4 2016Q3 202016
PERSONAL CFO SOLUTIONS, LLC 16160.15%0.46%0.67%Q4 2019Q3 202316
Aurora Private Wealth, Inc. 16161.60%2.20%3.24%Q4 2019Q3 202316
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 16160.46%0.74%1.65%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.35%0.83%1.58%Q4 2019Q3 202316
Marotta Asset Management 1330.08%0.09%0.11%Q4 2019Q4 202316
CVA Family Office, LLC 16160.87%1.17%1.96%Q4 2019Q3 202316
Total Clarity Wealth Management, Inc. 16160.37%0.53%0.77%Q4 2019Q3 202316
Cardinal Strategic Wealth Guidance 16160.49%0.71%1.43%Q4 2019Q3 202316
Maltin Wealth Management, Inc. 16160.13%0.21%0.35%Q4 2019Q3 202316
Affinity Capital Advisors, LLC 16160.17%0.28%0.43%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.92%1.07%1.68%Q4 2019Q3 202316
Pavion Blue Capital, LLC 16162.80%3.26%3.73%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16161.07%1.28%1.56%Q4 2019Q3 202316
Insight Folios Inc 16160.25%0.34%0.53%Q4 2019Q3 202316
DOHJ, LLC 16160.72%1.05%1.55%Q4 2019Q3 202316
KAYS FINANCIAL ADVISORY CORP /ADV 16160.07%0.46%0.75%Q4 2016Q3 202016
MADISON WEALTH MANAGEMENT 16163.41%3.80%5.25%Q4 2019Q3 202316
JACKSON SQUARE CAPITAL, LLC 16161.14%2.09%2.92%Q4 2019Q3 202316
Chronos Wealth Management, LLC 16163.94%4.77%5.70%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.33%0.44%0.62%Q4 2018Q3 202216
Key FInancial Inc 16160.40%0.47%0.58%Q4 2019Q3 202316
Belmont Capital, LLC 16160.01%0.14%0.79%Q4 2019Q3 202316
Brickley Wealth Management 1060.05%0.15%0.29%Q3 2018Q3 202316
PRINCETON CAPITAL MANAGEMENT LLC 970.03%0.79%1.67%Q4 2014Q3 201916
PBMares Wealth Management LLC 16160.35%0.58%0.98%Q4 2019Q3 202316
Sculati Wealth Management, LLC 16167.27%8.40%10.29%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.34%0.78%1.29%Q4 2019Q3 202316
EVOKE WEALTH, LLC 1510.11%0.21%0.60%Q3 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16160.41%0.56%0.84%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.41%0.50%0.60%Q4 2019Q3 202316
Aufman Associates Inc 16161.74%2.02%2.39%Q4 2019Q3 202316
Windsor Creek Advisors, LLC 12120.19%0.43%1.58%Q4 2018Q3 202116
Hyperion Capital Advisors LP 16160.86%1.68%2.48%Q4 2019Q3 202316
Ayrshire Capital Management LLC 16160.13%0.17%0.23%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.49%1.18%1.85%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.07%0.15%0.27%Q4 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.40%0.66%1.03%Q4 2019Q3 202316
Vestcor Inc 16160.36%0.53%0.81%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.20%0.59%1.06%Q4 2019Q3 202316
Capital Square, LLC 16160.49%0.59%0.79%Q4 2019Q3 202316
Professional Financial Advisors, LLC 16161.12%1.53%2.03%Q4 2019Q3 202316
LifeSteps Financial, Inc. 16160.61%0.84%1.24%Q4 2019Q3 202316
Parcion Private Wealth LLC 16160.10%0.14%0.17%Q4 2019Q3 202316
Altshuler Shaham Ltd 16160.00%0.46%7.32%Q4 2019Q3 202316
Sloy Dahl & Holst, LLC 16160.38%0.84%1.69%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.12%0.16%0.21%Q4 2019Q3 202316
HL FINANCIAL SERVICES LLC 1011.81%2.18%2.49%Q2 2013Q1 201916
QUATTRO FINANCIAL ADVISORS LLC 1310.03%0.35%0.85%Q1 2017Q2 202316
EPIQ PARTNERS, LLC 16161.29%1.98%2.98%Q4 2019Q3 202316
Bank of Marin 16160.30%0.78%1.03%Q4 2019Q3 202316
HOEY INVESTMENTS, INC 16160.01%0.05%0.20%Q4 2019Q3 202316
Compass Ion Advisors, LLC 16160.12%0.45%0.69%Q4 2019Q3 202316
New Harbor Financial Group, LLC 850.03%0.04%0.05%Q2 2013Q3 201616
Birch Capital Management, LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.20%0.26%0.33%Q4 2019Q3 202316
Boulegeris Investments, Inc. 16160.21%0.25%0.38%Q3 2014Q2 201816
Arjuna Capital 920.12%0.21%0.33%Q4 2017Q4 202216
HARBOR INVESTMENT ADVISORY, LLC 16161.73%2.13%2.54%Q4 2019Q3 202316
Live Oak Private Wealth LLC 16163.85%4.80%7.86%Q4 2019Q3 202316
Firestone Capital Management 16160.45%0.58%0.70%Q4 2019Q3 202316
PYA Waltman Capital, LLC 161611.39%18.12%22.71%Q4 2019Q3 202316
Sunburst Financial Group, LLC 16160.13%0.19%0.29%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.09%0.25%0.60%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.10%0.14%0.24%Q4 2019Q3 202316
Cairn Investment Group, Inc. 16160.45%0.60%1.18%Q4 2019Q3 202316
Atlas Private Wealth Management 16160.34%0.70%1.35%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.13%0.25%0.50%Q4 2019Q3 202316
TFO Wealth Partners, LLC 16160.00%0.11%0.30%Q4 2019Q3 202316
Value Partners Investments Inc. 16160.05%0.29%0.73%Q4 2019Q3 202316
XML Financial, LLC 16160.45%0.88%1.55%Q4 2019Q3 202316
MOORE CAPITAL MANAGEMENT, LP 920.01%0.12%0.59%Q4 2013Q4 202116
KFA Private Wealth Group, LLC 16160.27%0.42%0.51%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.02%0.05%0.13%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.09%0.14%0.23%Q4 2019Q3 202316
DELTA LLOYD NV 16160.06%0.56%1.16%Q2 2013Q1 201716
Ironsides Asset Advisors, LLC 1510.06%0.21%0.37%Q1 2016Q3 202316
Gleason Group, Inc. 16160.21%0.26%0.38%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.67%0.95%1.14%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16161.08%1.36%1.59%Q4 2019Q3 202316
Risk Paradigm Group, LLC 16160.23%1.49%2.64%Q1 2015Q4 201816
STEPH & CO 16160.06%0.10%0.18%Q4 2019Q3 202316
KAHN BROTHERS GROUP INC 16160.08%0.12%0.15%Q2 2019Q1 202316
BROOKTREE CAPITAL MANAGEMENT 16164.44%5.71%7.61%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.44%0.67%0.82%Q4 2019Q3 202316
Kohmann Bosshard Financial Services, LLC 1240.04%0.08%0.11%Q3 2019Q3 202316
Harvest Investment Services, LLC 16160.13%0.27%0.54%Q3 2019Q2 202316
Regent Peak Wealth Advisors LLC 16160.34%0.79%1.05%Q4 2019Q3 202316
American Financial Advisors, LLC 1412.55%3.99%6.52%Q4 2018Q3 202316
Consolidated Planning Corp 16160.10%0.21%0.35%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.29%0.37%0.49%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.58%0.75%0.92%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16161.28%2.11%3.12%Q4 2019Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16160.06%0.07%0.08%Q4 2019Q3 202316
1776 Wealth LLC 16160.93%1.27%1.57%Q4 2019Q3 202316
Sustainable Insight Capital Management, LLC 1220.23%0.43%0.67%Q1 2018Q3 202316
ExodusPoint Capital Management, LP 610.01%0.09%0.27%Q1 2019Q3 202316
CAMPBELL CAPITAL MANAGEMENT INC 1110.35%0.79%2.77%Q1 2019Q4 202316
Engrave Wealth Partners LLC 16160.21%0.32%0.43%Q4 2019Q3 202316
Claret Asset Management Corp 16162.69%3.81%5.02%Q4 2017Q3 202116
Madison Asset Management, LLC 16161.02%1.26%1.63%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.63%0.81%1.28%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.31%0.42%0.61%Q4 2019Q3 202316
Kerntke Otto McGlone Wealth Management Group 16160.49%0.72%1.46%Q4 2019Q3 202316
GFG Capital, LLC 16160.08%0.51%1.18%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.66%0.77%0.94%Q4 2019Q3 202316
Banco BTG Pactual S.A. 640.10%0.73%2.22%Q2 2018Q2 202316
Aristides Capital LLC 16160.22%0.50%0.73%Q4 2019Q3 202316
EASTERLY INVESTMENT PARTNERS LLC 1420.10%1.83%4.40%Q2 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.34%0.52%0.82%Q4 2019Q3 202316
Hixon Zuercher, LLC 16160.67%1.28%2.34%Q4 2019Q3 202316
TRUEFG, LLC 16160.20%0.22%0.26%Q4 2019Q3 202316
Trust Co of Kansas 16164.46%6.68%8.27%Q4 2019Q3 202316
Midwest Professional Planners, LTD. 1020.02%0.16%0.26%Q4 2017Q3 202315
Farmers National Bank 1320.11%0.23%0.33%Q2 2015Q2 201915
Angeles Investment Advisors, LLC 510.02%0.07%0.23%Q1 2019Q3 202315
MAGNOLIA CAPITAL ADVISORS LLC 15150.60%1.25%2.84%Q4 2019Q2 202315
HERON FINANCIAL GROUP, LLC 15150.89%1.02%1.23%Q4 2019Q2 202315
MADDEN SECURITIES Corp 1410.11%0.42%1.76%Q4 2019Q3 202315
Stevard, LLC 1050.45%1.25%2.44%Q4 2019Q3 202315
Aprio Wealth Management, LLC 1050.22%0.34%0.55%Q4 2019Q3 202315
Gladius Capital Management LP 610.01%0.20%1.06%Q2 2018Q3 202315
N.E.W. Advisory Services LLC 1411.79%2.42%5.05%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.17%0.20%0.23%Q1 2020Q3 202315
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1230.12%0.15%0.19%Q4 2019Q3 202315
Selway Asset Management 15150.21%0.27%0.37%Q1 2020Q3 202315
Cove Street Capital, LLC 15150.65%0.86%1.36%Q1 2020Q3 202315
Stokes & Hubbell Capital Management, LLC 15151.21%1.54%2.10%Q3 2015Q1 201915
MATHER GROUP, LLC. 15150.03%0.11%0.20%Q1 2020Q3 202315
Capital Wealth Alliance, LLC 1410.08%1.96%2.98%Q4 2019Q3 202315
TRUST DEPARTMENT MB FINANCIAL BANK N A 810.00%0.02%0.04%Q2 2013Q1 201915
CMH Wealth Management LLC 920.08%0.89%1.98%Q4 2017Q2 202215
Moser Wealth Advisors, LLC 1323.07%3.62%4.44%Q4 2019Q3 202315
BlackRock Japan Co. Ltd 15150.70%0.77%0.86%Q2 2013Q4 201615
Wealth Advisors of Iowa, LLC 15150.27%0.65%0.92%Q1 2020Q3 202315
BlackRock Group LTD 15150.66%0.74%0.88%Q2 2013Q4 201615
SRS Capital Advisors, Inc. 720.00%0.59%1.23%Q3 2018Q3 202215
Optas, LLC 1320.07%0.29%0.74%Q4 2019Q3 202315
Oak Grove Capital LLC 710.05%1.52%3.23%Q4 2017Q3 202315
BLACKROCK ADVISORS LLC 15150.15%0.30%0.46%Q2 2013Q4 201615
Concorde Asset Management, LLC 610.18%0.54%1.21%Q4 2014Q3 202315
Cardan Capital Partners, LLC 15150.11%0.14%0.18%Q1 2018Q3 202115
Disciplined Investments, LLC 15150.04%0.06%0.10%Q4 2019Q2 202315
Private Wealth Group, LLC 15151.32%4.44%8.58%Q1 2020Q3 202315
Hanlon Investment Management, Inc. 1210.03%0.12%0.48%Q1 2019Q3 202315
iAB Financial Bank 1230.14%0.28%0.44%Q2 2013Q2 201715
CEDAR CAPITAL, LLC 15150.12%0.27%0.42%Q1 2017Q3 202015
AIMZ Investment Advisors, LLC 15151.39%1.58%1.79%Q1 2020Q3 202315
Watchman Group, Inc. 1142.45%2.76%3.49%Q4 2019Q3 202315
AMERICAN ASSET MANAGEMENT INC. 1230.24%0.38%0.62%Q2 2019Q3 202315
CWS Financial Advisors, LLC 870.20%0.31%0.38%Q4 2019Q3 202315
Baader Bank Aktiengesellschaft 880.50%1.07%3.18%Q4 2021Q3 202315
Columbia Trust Co 01012016 1230.34%0.46%0.93%Q4 2019Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.14%0.22%0.62%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.57%0.67%0.81%Q1 2020Q3 202315
Platte River Wealth Advisors, LLC 1410.34%0.42%0.68%Q4 2019Q3 202315
Paragon Wealth Strategies, LLC 1230.14%0.82%2.22%Q4 2018Q4 202315
Advisor Group, Inc. 15150.45%0.57%0.68%Q2 2016Q4 201915
Delphi Private Advisors LLC 15150.01%0.22%0.40%Q4 2015Q2 201915
Olstein Capital Management, L.P. 15150.45%0.82%1.14%Q1 2020Q3 202315
Horst & Graben Wealth Management LLC 15150.17%0.21%0.26%Q1 2020Q3 202315
BELLEVUE ASSET MANAGEMENT, LLC 15150.22%0.25%0.33%Q1 2020Q3 202315
Magnetar Financial LLC 710.00%0.02%0.04%Q2 2013Q2 202015
Carl P. Sherr & Co., LLC 870.18%0.27%0.42%Q4 2019Q3 202315
Apella Capital, LLC 1230.24%0.48%1.00%Q1 2020Q4 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.32%0.58%0.82%Q1 2020Q3 202315
AGF Investments LLC 15150.07%0.18%0.39%Q4 2018Q2 202215
LPWM LLC 1321.38%1.53%1.83%Q4 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.96%1.06%1.19%Q2 2013Q4 201615
DAVIDSON TRUST CO 15150.20%0.32%0.84%Q1 2020Q3 202315
S.A. Mason LLC 1320.63%0.72%0.90%Q4 2019Q3 202315
R. W. Roge & Company, Inc. 1050.18%0.24%0.30%Q4 2019Q3 202315
BUCKHEAD CAPITAL MANAGEMENT LLC 15151.51%1.88%3.01%Q1 2020Q3 202315
Symphony Financial, Ltd. Co. 15150.19%0.35%1.04%Q1 2020Q3 202315
Laidlaw Wealth Management LLC 1050.92%1.15%1.44%Q4 2019Q3 202315
First Citizens Financial Corp 1320.87%1.23%2.27%Q4 2019Q3 202315
Ullmann Wealth Partners Group, LLC 1320.06%0.13%0.19%Q1 2017Q3 202315
HIGH POINT BANK & TRUST CO 15150.23%0.56%0.79%Q2 2013Q4 201615
Fosun International Ltd 15150.14%0.25%0.48%Q3 2018Q1 202215
Trust Asset Management LLC 1410.05%0.59%0.79%Q4 2019Q3 202315
NORTHSTAR WEALTH PARTNERS LLC 15150.30%0.46%0.82%Q1 2017Q3 202015
Horizon Investments, LLC 610.02%0.15%0.35%Q4 2014Q3 202315
Modus Advisors, LLC 15150.38%0.79%1.29%Q2 2020Q4 202315
STEEL GROVE CAPITAL ADVISORS, LLC 15151.52%2.38%3.32%Q1 2020Q3 202315
Silicon Hills Wealth Management, LLC 15150.50%0.64%0.97%Q4 2019Q2 202315
Vanguard Personalized Indexing Management, LLC 15150.46%0.78%1.03%Q1 2020Q3 202315
Platform Technology Partners 1051.23%1.75%2.24%Q4 2019Q3 202315
BCS Wealth Management 1410.23%0.59%0.80%Q4 2019Q3 202315
Wealth Alliance 15150.32%0.42%0.61%Q1 2020Q3 202315
AlphaCore Capital LLC 1050.10%0.29%0.97%Q4 2019Q3 202315
STEINBERG ASSET MANAGEMENT LLC 15151.07%1.83%2.13%Q1 2020Q3 202315
Triton Wealth Management, PLLC 15150.38%0.50%0.94%Q1 2020Q3 202315
ANDERSON HOAGLAND & CO 15150.04%0.09%0.24%Q1 2020Q3 202315
MSI Financial Services Inc 15150.42%0.57%0.74%Q2 2013Q4 201615
Capital International, Inc./CA/ 1140.00%0.03%0.12%Q3 2018Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.56%0.80%1.05%Q1 2020Q3 202315
Demars Financial Group, LLC 870.16%0.20%0.27%Q4 2019Q3 202315
WBH ADVISORY INC 930.13%0.63%0.82%Q4 2013Q3 202315
tru Independence LLC 960.00%0.28%0.39%Q4 2019Q3 202315
W.G. Shaheen & Associates DBA Whitney & Co 15151.28%1.82%2.34%Q1 2020Q3 202315
Act Two Investors LLC 1230.09%1.89%5.63%Q4 2018Q3 202315
CITIZENS & NORTHERN CORP 1320.10%0.13%0.16%Q3 2019Q3 202315
J.W. COLE ADVISORS, INC. 870.59%0.88%1.15%Q4 2019Q3 202315
Pratt Collard Advisory Partners LLC 15153.37%3.87%4.39%Q4 2017Q2 202115
HORAN CAPITAL MANAGEMENT 724.66%6.00%7.18%Q4 2015Q4 202015
Northeast Financial Consultants Inc 15150.09%1.33%3.59%Q3 2018Q1 202215
RHS Financial, LLC 630.22%0.25%0.29%Q2 2019Q3 202315
MONTGOMERY INVESTMENT MANAGEMENT INC 520.07%0.09%0.11%Q2 2016Q3 202315
Hudson Bay Capital Management LP 610.01%0.57%1.54%Q4 2016Q3 202315
Blue Edge Capital, LLC 1410.05%0.07%0.11%Q4 2019Q3 202315
OFI Advisors LLC 1141.02%1.25%1.40%Q3 2011Q3 201515
COHEN & STEERS, INC. 1140.00%0.01%0.01%Q3 2018Q3 202315
RMR Wealth Builders 1410.02%0.22%0.34%Q4 2019Q3 202315
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15150.29%0.58%0.84%Q1 2019Q3 202215
JANICZEK WEALTH MANAGEMENT, LLC 1230.06%0.09%0.16%Q2 2018Q1 202215
Timber Hill LLC 810.00%0.13%0.70%Q3 2013Q4 201815
CrestPoint Capital Management, LLC 15150.13%0.50%0.97%Q2 2014Q4 201715
Surevest, LLC 1410.17%0.21%0.34%Q4 2018Q3 202215
GeoWealth Management, LLC 1410.03%0.08%0.44%Q3 2019Q3 202315
CreativeOne Wealth, LLC 1210.07%0.22%0.49%Q1 2018Q3 202315
HOWARD WEALTH MANAGEMENT, LLC 1050.15%0.21%0.29%Q4 2019Q3 202315
Retirement Group, LLC 1418.59%14.11%18.72%Q4 2019Q3 202315
BlackRock Investment Management, LLC 15150.49%0.70%0.89%Q2 2013Q4 201615
SPIRIT OF AMERICA MANAGEMENT CORP/NY 15150.03%0.18%0.31%Q1 2020Q3 202315
Gray Wealth Management Inc. 15150.49%0.72%1.29%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.58%0.66%0.79%Q2 2013Q4 201615
Eudaimonia Partners, LLC 870.33%0.57%0.81%Q4 2019Q3 202315
BEACON TRUST CO 1210.05%0.10%0.22%Q1 2013Q1 201715
Wechter Feldman Wealth Management, Inc. 1050.16%0.18%0.26%Q2 2017Q2 202115
Stolper Co 15154.51%5.18%6.10%Q1 2020Q3 202315
J. W. Coons Advisors, LLC 15150.68%0.90%1.08%Q1 2020Q3 202315
Tempus Wealth Planning, LLC 15150.27%0.38%0.54%Q4 2019Q2 202315
Citizens National Bank Trust Department 15151.63%2.08%2.92%Q1 2020Q3 202315
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1230.01%0.22%0.76%Q4 2019Q3 202315
Wellspring Financial Advisors, LLC 15150.15%0.19%0.26%Q1 2020Q3 202315
ASSET MANAGEMENT CORP /IL/ /ADV 14140.98%1.40%2.42%Q4 2019Q1 202314
GREENHAVEN ASSOCIATES INC 14140.01%0.55%2.09%Q2 2020Q3 202314
Lavaca Capital LLC 1220.02%0.50%1.84%Q4 2018Q3 202314
Strategic Investment Advisors / MI 1220.06%0.14%0.46%Q1 2019Q3 202314
Briaud Financial Planning, Inc 1220.14%0.25%0.44%Q4 2019Q3 202314
Monument Capital Management 640.00%0.08%0.22%Q4 2017Q3 202314
Michael & Susan Dell Foundation 1134.78%7.35%13.82%Q1 2016Q3 201914
EXCHANGE TRADED CONCEPTS, LLC 14140.00%0.09%0.27%Q3 2020Q4 202314
WILEN INVESTMENT MANAGEMENT CORP. 810.02%0.11%0.17%Q2 2013Q3 202214
HBK INVESTMENTS L P 310.00%0.13%0.44%Q2 2013Q1 202314
M&G INVESTMENT MANAGEMENT LTD 14140.00%0.01%0.02%Q4 2019Q1 202314
Bell Rock Capital LLC 1310.04%0.16%0.34%Q4 2016Q2 202214
Hunter Perkins Capital Management, LLC 14142.59%3.25%4.01%Q2 2020Q3 202314
Mn Services Vermogensbeheer B.V. 14140.52%0.88%1.04%Q1 2016Q2 201914
Bank OZK 410.07%0.10%0.14%Q3 2013Q3 202314
GARRISON POINT ADVISORS, LLC 14140.53%0.67%0.78%Q2 2020Q3 202314
DROMS STRAUSS ADVISORS INC /MO/ /ADV 610.51%0.61%0.70%Q1 2019Q3 202314
HBW ADVISORY SERVICES LLC 14140.10%0.39%0.93%Q2 2020Q3 202314
ADELL HARRIMAN & CARPENTER INC 1310.04%0.06%0.09%Q3 2017Q3 202314
WRAPMANAGER INC 14140.09%0.23%0.52%Q2 2020Q3 202314
NCM CAPITAL MANAGEMENT GROUP INC 14140.19%2.53%3.42%Q2 2013Q3 201614
USS Investment Management Ltd 14140.08%0.29%0.81%Q2 2020Q3 202314
Peninsula Wealth, LLC 810.10%0.19%0.26%Q3 2018Q3 202314
Litman Gregory Wealth Management LLC 1310.01%0.48%6.39%Q1 2018Q1 202314
Relative Value Partners Group, LLC 950.02%0.07%0.19%Q1 2020Q3 202314
Accuvest Global Advisors 1130.18%0.75%2.30%Q1 2020Q3 202314
Financial Engines Advisors L.L.C. 950.00%0.01%0.02%Q1 2020Q3 202314
HOWARD HUGHES MEDICAL INSTITUTE 14141.52%3.56%6.96%Q3 2019Q4 202214
AlphaCrest Capital Management LLC 1310.03%0.17%0.40%Q1 2019Q3 202214
QUALCOMM INC/DE 14140.74%1.45%2.08%Q2 2013Q3 201614
Bridgewater Advisors Inc. 1130.57%0.89%1.67%Q4 2013Q3 202314
Hardy Reed LLC 14140.21%0.27%0.37%Q4 2018Q1 202214
Capital Investment Counsel, Inc 540.05%0.20%0.65%Q2 2017Q3 202314
Lowell Blake & Associates Inc. 1310.14%0.17%0.26%Q4 2019Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 1220.23%0.37%0.47%Q1 2017Q3 202014
Pettinga Financial Advisors, LLC 14140.26%0.41%0.63%Q4 2018Q1 202214
AJ WEALTH STRATEGIES, LLC 14140.08%0.11%0.14%Q1 2020Q2 202314
Cutler Capital Management, LLC 1130.04%0.11%0.21%Q3 2019Q3 202314
Faithward Advisors, LLC 950.06%0.13%0.29%Q3 2019Q1 202314
Sunflower Bank, N.A. 14140.12%0.17%0.24%Q2 2020Q3 202314
Grant Street Asset Management, Inc. 14140.34%0.44%0.60%Q2 2020Q3 202314
ESSEX INVESTMENT MANAGEMENT CO LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Trutina Financial LLC 1313.94%5.90%8.04%Q2 2013Q4 201614
Wealth Quarterback LLC 610.21%0.34%0.61%Q1 1987Q3 202314
CBIZ Investment Advisory Services, LLC 1130.02%0.04%0.05%Q4 2019Q3 202314
DEERE & CO 14140.86%1.09%1.26%Q2 2013Q3 201614
Summit Financial Wealth Advisors, LLC 1310.05%1.00%1.86%Q4 2015Q4 201914
Centiva Capital, LP 310.02%0.07%0.28%Q3 2019Q2 202314
ARGA Investment Management, LP 14140.05%0.07%0.09%Q2 2020Q3 202314
Nikko Asset Management Americas, Inc. 14140.04%0.13%0.31%Q2 2013Q3 201614
Skylands Capital, LLC 14140.08%0.24%0.76%Q2 2020Q3 202314
Ellsworth Advisors, LLC 14140.82%1.21%1.49%Q2 2020Q3 202314
Symmetry Partners, LLC 14140.20%0.24%0.28%Q3 2020Q4 202314
Meridian Wealth Advisors, LLC 14140.78%0.96%1.13%Q4 2018Q1 202214
LOUNTZIS ASSET MANAGEMENT, LLC 141425.88%27.26%29.82%Q2 2020Q3 202314
Salomon & Ludwin, LLC 950.00%0.05%0.09%Q1 2019Q3 202314
Arkos Global Advisors 14140.11%0.14%0.15%Q2 2020Q3 202314
Bernicke Wealth Management, Ltd. 14140.21%0.50%0.66%Q1 2017Q2 202014
Visionary Wealth Advisors 830.21%0.29%0.37%Q4 2019Q3 202314
WAFRA INC. 810.26%1.29%2.45%Q2 2013Q1 202014
STRALEM & CO INC 14140.03%0.07%0.15%Q3 2013Q4 201614
Personal Wealth Partners 14141.11%1.47%2.15%Q4 2018Q1 202214
Verity Asset Management, Inc. 710.24%0.63%1.20%Q3 2016Q3 202314
SYMONS CAPITAL MANAGEMENT INC 731.88%2.80%4.76%Q4 2015Q3 202114
CenturyLink Investment Management Co 14140.83%1.12%1.79%Q4 2016Q1 202014
Flaharty Asset Management, LLC 14140.06%0.08%0.12%Q2 2020Q3 202314
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 1220.02%0.07%0.14%Q4 2019Q3 202314
Galibier Capital Management Ltd. 14140.22%0.29%0.39%Q2 2020Q3 202314
Samsung Asset Management (New York), Inc. 14141.55%1.94%2.87%Q2 2013Q3 201614
INTEGRATED WEALTH COUNSEL, LLC 1110.17%0.32%0.64%Q2 2013Q4 201614
GENESEE VALLEY TRUST CO 14140.16%0.41%0.48%Q4 2013Q1 201714
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1310.13%0.67%1.14%Q4 2019Q3 202314
CATALYST PRIVATE WEALTH, LLC 14140.30%0.46%0.60%Q3 2020Q4 202314
Edgestream Partners, L.P. 1220.03%0.36%1.14%Q4 2019Q3 202314
Aberdeen Wealth Management LLC 14141.80%2.19%2.62%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.05%0.09%0.24%Q4 2018Q1 202214
TIAA CREF TRUST CO FSB/MO 14140.35%0.40%0.45%Q4 2013Q1 201714
NorthCoast Asset Management LLC 710.06%0.16%0.24%Q1 2014Q3 202114
Wealthstreet Investment Advisors, LLC 14140.05%0.17%0.28%Q4 2017Q1 202114
Dai-ichi Life Holdings, Inc. 14140.44%0.50%0.67%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.03%0.22%0.41%Q2 2013Q3 201614
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.01%Q2 2013Q3 201614
EWG Elevate Inc. 1310.10%0.20%0.32%Q4 2019Q3 202314
XPONANCE, INC. 14140.54%0.82%1.12%Q2 2020Q3 202314
Strategic Family Wealth Counselors, L.L.C. 14140.22%0.30%0.48%Q4 2018Q1 202214
LMR Partners LLP 310.03%1.32%3.30%Q2 2014Q1 202214
Laurion Capital Management LP 310.00%0.11%0.34%Q2 2013Q2 202214
Avondale Wealth Management 13130.04%0.20%0.40%Q3 2020Q3 202313
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.05%0.67%1.22%Q3 2015Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.73%0.84%0.95%Q3 2020Q3 202313
Armor Investment Advisors, LLC 510.02%0.21%0.39%Q1 2018Q2 202213
YHB Investment Advisors, Inc. 13131.94%2.31%2.59%Q3 2020Q3 202313
SpiderRock Advisors, LLC 13130.03%0.10%0.20%Q3 2020Q3 202313
AM INVESTMENT STRATEGIES LLC 13139.39%11.59%13.53%Q3 2020Q3 202313
Rampart Investment Management Company, LLC 1030.01%0.91%1.45%Q1 2017Q2 202013
HRT FINANCIAL LP 510.10%0.76%2.54%Q3 2017Q2 202313
Single Point Partners, LLC 610.07%0.18%0.32%Q4 2019Q3 202313
WHEATLAND ADVISORS INC 13130.18%0.45%0.79%Q4 2016Q4 201913
O'Brien Wealth Partners LLC 1010.06%0.08%0.09%Q1 2018Q3 202313
Kestra Advisory Services, LLC 13130.79%1.03%1.28%Q3 2020Q3 202313
Guidant Wealth Advisors 13132.06%2.57%3.96%Q3 2016Q3 201913
GFI Investment Counsel Ltd. 1030.07%7.33%10.71%Q4 2016Q3 202313
Graypoint LLC 13130.12%0.32%0.50%Q3 2020Q3 202313
British Airways Pensions Investment Management Ltd 13130.42%0.50%0.60%Q1 2018Q1 202113
Leicht Financial Planning & Wealth Management, Inc. 1210.15%0.19%0.24%Q1 2020Q3 202313
MERIDIAN INVESTMENT COUNSEL INC. 13130.14%0.44%0.81%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.67%0.89%1.25%Q2 2013Q2 201613
ALTRINSIC GLOBAL ADVISORS LLC 13130.38%1.37%2.14%Q4 2019Q4 202213
CHIRON CAPITAL MANAGEMENT, LLC 13130.14%0.18%0.24%Q3 2020Q3 202313
Fairbanks Capital Management, Inc. 13130.44%0.57%0.69%Q4 2016Q4 201913
Hexagon Capital Partners LLC 13130.09%0.14%0.18%Q3 2020Q3 202313
PLANNING ALTERNATIVES LTD /ADV 1110.04%0.06%0.11%Q1 2017Q3 202313
Hillcrest Wealth Advisors - NY, LLC 13132.27%2.73%4.52%Q3 2020Q3 202313
CADENCE CAPITAL MANAGEMENT LLC 13130.06%0.12%0.18%Q3 2015Q3 201813
UNIVEST FINANCIAL Corp 13130.09%0.12%0.14%Q4 2016Q4 201913
HC FINANCIAL ADVISORS INC 1210.41%0.56%0.75%Q1 2018Q2 202213
Axiom Financial Strategies, LLC 13130.11%0.53%0.72%Q1 2020Q1 202313
Sky Investment Group LLC 13130.74%0.88%1.08%Q3 2020Q3 202313
BOYAR ASSET MANAGEMENT INC. 13130.17%0.38%0.67%Q3 2020Q3 202313
ARVEST TRUST CO N A 850.02%0.05%0.11%Q2 2013Q3 202313
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 1212.01%2.78%3.44%Q4 2013Q3 201913
Codex Capital, L.L.C. 13133.11%4.03%5.23%Q3 2020Q3 202313
Full Sail Capital, LLC 820.02%0.04%0.10%Q4 2018Q3 202313
Oldfield Partners LLP 13139.88%20.64%60.74%Q3 2020Q3 202313
Bridge Creek Capital Management LLC 1110.08%0.11%0.18%Q4 2015Q3 202313
Virtu Financial LLC 610.29%6.11%16.54%Q1 2017Q3 202313
MILLIE CAPITAL MANAGEMENT, LLC 13130.72%2.07%2.50%Q4 2014Q4 201713
Atlas Private Wealth Advisors 940.10%0.11%0.12%Q2 2020Q3 202313
Founders Financial Alliance, LLC 13130.37%0.65%1.01%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.26%0.54%0.88%Q3 2020Q3 202313
First Trust Bank, Ltd. 13134.50%9.06%13.37%Q1 2015Q1 201813
KESTRA PRIVATE WEALTH SERVICES, LLC 13131.26%1.49%1.69%Q3 2020Q3 202313
FOUNDERS FINANCIAL SECURITIES LLC 1210.07%0.28%0.40%Q2 2020Q3 202313
PSI Advisors, LLC 940.07%0.13%0.26%Q4 2019Q3 202313
Enterprise Trust & Investment Co 13130.13%0.18%0.20%Q2 2019Q2 202213
GRIMES & COMPANY, INC. 1210.18%0.24%0.55%Q3 2013Q3 202313
FIRST NIAGARA BANK 13130.27%0.32%0.38%Q2 2013Q2 201613
McLean Asset Management Corp 13130.32%0.51%1.02%Q4 2020Q4 202313
CHICKASAW CAPITAL MANAGEMENT LLC 13130.01%0.01%0.01%Q3 2015Q3 201813
Wealth Advisory Solutions, LLC 850.12%0.47%2.04%Q4 2019Q1 202313
American Assets Investment Management, LLC 13130.07%0.08%0.10%Q3 2020Q3 202313
Golden State Wealth Management, LLC 13130.11%0.40%0.80%Q1 2019Q1 202213
GENERAL ELECTRIC CO 13130.02%0.03%0.06%Q2 2013Q2 201613
REINHART PARTNERS, LLC. 13130.02%0.32%0.98%Q2 2013Q2 201613
HOHIMER WEALTH MANAGEMENT, LLC 13130.11%0.17%0.32%Q3 2020Q3 202313
S.E.E.D. Planning Group LLC 810.08%0.29%0.70%Q4 2019Q3 202313
Souders Financial Advisors 13130.06%0.09%0.12%Q3 2020Q3 202313
PLANNING DIRECTIONS INC 410.15%0.32%1.83%Q3 2018Q3 202313
ARMSTRONG SHAW ASSOCIATES INC/CT 1210.18%0.25%0.33%Q4 2019Q3 202313
Redwood Investments, LLC 13130.00%2.13%2.82%Q2 2014Q2 201713
Wharton Business Group, LLC 850.58%1.23%1.59%Q2 2020Q3 202313
Game Plan Financial Advisors, LLC 13130.55%0.80%2.00%Q4 2019Q4 202213
Auxano Advisors, LLC 13130.28%0.47%0.73%Q3 2020Q3 202313
ANALYTIC INVESTORS, LLC 13130.02%0.11%0.44%Q3 2013Q3 201613
KANALY TRUST CO 13130.02%0.04%0.06%Q4 2013Q4 201613
Alaska Wealth Advisors 610.06%0.09%0.17%Q1 2018Q3 202313
BCM ADVISORS, LLC 810.05%0.07%0.10%Q4 2016Q3 202313
Illinois Municipal Retirement Fund 13130.20%0.50%1.14%Q3 2020Q3 202313
SWS Partners 520.00%0.26%0.83%Q4 2017Q3 202313
GPS Wealth Strategies Group, LLC 13130.67%0.78%1.05%Q3 2020Q3 202313
Rempart Asset Management Inc. 13130.06%0.11%0.13%Q4 2020Q4 202313
Lokken Investment Group LLC 1210.79%2.32%4.60%Q1 2012Q3 202313
Independence Wealth Advisors, Inc. 13130.30%0.43%0.82%Q4 2017Q4 202013
Riverview Trust Co 760.14%0.33%0.56%Q4 2018Q3 202313
BENNETT SELBY INVESTMENTS LP 13133.34%4.06%5.10%Q4 2020Q4 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.33%0.38%0.45%Q4 2018Q4 202113
Blue Zone Wealth Advisors, LLC 13130.76%1.07%2.15%Q3 2020Q3 202313
Select Equity Group, L.P. 13130.16%0.62%1.17%Q3 2015Q3 201813
Signet Investment Advisory Group, Inc. 1210.89%1.80%3.07%Q2 2019Q3 202313
Parasol Investment Management, LLC 13130.00%0.03%0.04%Q4 2013Q4 201613
Outlook Wealth Advisors, LLC 1210.09%0.18%0.47%Q4 2018Q3 202313
NS Partners Ltd 13131.25%1.51%1.89%Q1 2017Q1 202013
Antonetti Capital Management LLC 910.04%0.13%0.22%Q2 2010Q3 202313
Truehand, Inc 13130.07%0.08%0.09%Q4 2018Q4 202113
CGN Advisors LLC 13130.13%0.25%0.40%Q4 2020Q4 202313
PacWest Financial Management Inc 940.75%1.79%2.30%Q2 2013Q4 201613
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.94%1.04%1.24%Q2 2013Q2 201613
Vontobel Holding Ltd. 12120.00%0.17%0.25%Q4 2020Q3 202313
Gerstein Fisher 13130.11%0.19%0.24%Q2 2013Q2 201613
COOPER/HAIMS ADVISORS, LLC 13130.18%0.33%0.44%Q3 2020Q3 202313
Cypress Wealth Advisors LLC 920.20%0.39%0.65%Q2 2015Q4 201813
BNC WEALTH MANAGEMENT, LLC 13130.19%0.65%2.67%Q3 2020Q3 202313
Vectors Research Management, LLC 1120.02%0.07%0.20%Q3 2018Q2 202213
Adero Partners, LLC 1210.11%0.21%0.62%Q4 2019Q3 202313
Harspring Capital Management, LLC 13133.55%11.08%18.94%Q3 2020Q3 202313
B & T Capital Management DBA Alpha Capital Management 13130.06%0.65%1.42%Q3 2020Q3 202313
GLG LLC 940.19%0.50%0.86%Q1 2014Q4 201713
TFC Financial Management, Inc. 13130.83%0.95%1.15%Q3 2020Q3 202313
XXEC, Inc. 13132.37%2.90%3.58%Q3 2020Q3 202313
VSR Financial Services, Inc. 13130.67%1.00%1.60%Q2 2013Q2 201613
PagnatoKarp Partners LLC 850.12%0.14%0.20%Q4 2016Q1 202013
Resource Planning Group 13130.16%0.30%0.45%Q3 2020Q3 202313
ALETHEA CAPITAL MANAGEMENT, LLC 13130.14%0.31%0.43%Q3 2020Q3 202313
InTrack Investment Management Inc 13131.19%1.94%2.37%Q4 2020Q4 202313
Spotlight Asset Group, Inc. 810.57%0.67%0.83%Q4 2019Q3 202312
Brown Financial Advisory 12120.76%1.03%1.25%Q4 2020Q3 202312
Prosperity Planning, Inc. 12120.51%0.69%0.89%Q4 2020Q3 202312
JBJ Investment Partners, LLC 12120.15%0.17%0.22%Q1 2019Q4 202112
1900 WEALTH MANAGEMENT LLC 12120.12%0.18%0.22%Q4 2020Q3 202312
Uncommon Cents Investing LLC 12120.42%1.02%1.59%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.75%0.80%0.90%Q4 2020Q3 202312
MILES CAPITAL, INC. 1020.36%0.73%1.20%Q4 2014Q3 201812
BCGM Wealth Management, LLC 12120.64%1.00%1.29%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.29%0.41%0.55%Q2 2013Q1 201612
High Pines Wealth Management, LLC 12120.30%0.62%0.98%Q4 2020Q3 202312
FIDUCIENT ADVISORS LLC 12120.08%0.53%1.76%Q4 2020Q3 202312
K2 PRINCIPAL FUND, L.P. 1110.00%0.14%0.32%Q4 2015Q2 202012
ASSET PLANNING CORPORATION 12120.20%1.70%4.93%Q4 2020Q3 202312
Fountainhead AM, LLC 12120.08%0.13%0.16%Q4 2020Q3 202312
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 750.01%0.11%0.25%Q2 2013Q4 202212
Salvus Wealth Management, LLC 12124.46%4.98%5.57%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.24%0.26%0.29%Q2 2013Q1 201612
Charter Oak Capital Management, LLC 12120.05%0.08%0.11%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.42%0.59%0.99%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.15%0.20%0.27%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.03%0.13%0.30%Q4 2020Q3 202312
Palo Capital, Inc. 12121.46%1.65%1.81%Q1 2016Q4 201812
ADE, LLC 12120.28%0.36%0.42%Q4 2020Q3 202312
Hexavest Inc. 840.41%0.74%0.99%Q4 2013Q3 202112
Wealthgate Family Office, LLC 12120.47%1.08%1.79%Q4 2020Q3 202312
TMD Wealth Management, LLC 12120.30%0.42%0.52%Q4 2020Q3 202312
Oakwell Private Wealth Management, LLC 12120.38%0.43%0.50%Q4 2020Q3 202312
FIRST NATIONAL CORP /MA/ /ADV 810.27%0.90%2.56%Q1 2019Q2 202312
Schneider Downs Wealth Management Advisors, LP 1110.07%0.20%0.44%Q3 2020Q3 202312
CSat Investment Advisory, L.P. 12120.00%0.51%2.51%Q2 2018Q1 202112
Lazard Freres Gestion S.A.S. 12120.42%0.49%0.56%Q4 2020Q3 202312
Lucia Wealth Services, LLC 12120.06%0.27%0.56%Q4 2017Q3 202012
Intrua Financial, LLC 12120.30%0.39%0.59%Q2 2020Q1 202312
Iron Horse Wealth Management, LLC 12120.13%0.18%0.25%Q4 2020Q3 202312
Polar Capital Holdings Plc 12120.29%0.43%0.79%Q4 2020Q3 202312
WFA of San Diego, LLC 1010.06%2.70%3.76%Q2 2020Q3 202312
Heron Bay Capital Management 12121.18%1.87%3.10%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.28%0.34%0.40%Q4 2020Q3 202312
BCK Partners, Inc. 12120.50%0.62%0.77%Q4 2020Q3 202312
Waterfront Wealth Inc. 12123.21%3.83%5.20%Q4 2020Q3 202312
Altus Wealth Group LLC 12120.86%1.03%1.17%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12120.32%0.48%0.83%Q4 2020Q3 202312
Venator Management LLC 12123.24%4.15%6.30%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.16%0.18%0.22%Q4 2020Q3 202312
Accel Wealth Management 12120.14%0.22%0.42%Q4 2020Q3 202312
CUTLER INVESTMENT COUNSEL LLC 12120.05%0.19%0.32%Q4 2020Q3 202312
Hemington Wealth Management 12120.18%0.32%0.64%Q4 2020Q3 202312
NATIONAL PENN INVESTORS TRUST CO /PA 12120.07%0.10%0.13%Q2 2013Q1 201612
Citadel Investment Advisory, Inc. 121218.21%20.99%24.10%Q4 2020Q3 202312
Cadent Capital Advisors, LLC 12120.29%0.74%1.72%Q4 2020Q3 202312
Solstein Capital, LLC 1020.01%0.14%1.11%Q4 2019Q3 202312
LifePro Asset Management 12120.08%0.22%0.79%Q4 2020Q3 202312
Divergent Planning, LLC 12120.17%0.20%0.25%Q4 2020Q3 202312
Orion Capital Management LLC 12120.08%0.13%0.21%Q4 2020Q3 202312
Detalus Advisors, LLC 12120.11%0.31%0.52%Q2 2020Q1 202312
McNaughton Wealth Management, LLC 12120.17%0.32%0.46%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.30%0.35%0.42%Q4 2020Q3 202312
Quantbot Technologies LP 410.02%0.47%1.22%Q3 2014Q2 202012
DOLIVER ADVISORS, LP 1110.07%0.13%0.18%Q2 2017Q4 202312
One Charles Private Wealth Services, LLC 1020.38%3.75%9.81%Q2 2020Q3 202312
First Trust Direct Indexing L.P. 12120.47%1.14%1.59%Q4 2020Q3 202312
Element Wealth, LLC 12120.48%0.55%0.67%Q4 2020Q3 202312
Quantinno Capital Management LP 840.18%0.89%1.35%Q4 2018Q3 202312
Ameritas Investment Company, LLC 12120.18%0.53%1.78%Q4 2018Q3 202112
Oak Harvest Investment Services 12120.24%0.43%0.81%Q4 2020Q3 202312
Merrion Investment Management Co, LLC 12120.04%0.41%0.55%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.40%0.54%0.63%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.21%0.32%0.38%Q4 2020Q3 202312
Prairiewood Capital, LLC 12121.84%1.98%2.09%Q4 2020Q3 202312
TT INTERNATIONAL 1110.62%1.69%2.12%Q2 2017Q3 202012
Baillie Gifford 12120.01%0.31%0.46%Q2 2013Q1 201612
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.08%0.11%0.21%Q4 2020Q3 202312
BHF Kleinwort Benson Group S.A. 12120.01%0.21%0.44%Q2 2013Q1 201612
Connolly Sarah T. 12120.31%0.40%0.53%Q4 2020Q3 202312
MUFG Securities EMEA plc 510.08%6.54%71.20%Q4 2017Q2 202312
Syverson Strege & Co 12120.15%0.36%0.58%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.52%0.64%0.78%Q4 2020Q3 202312
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1010.13%0.15%0.18%Q4 2019Q3 202312
Allegheny Financial Group LTD 12121.59%2.03%3.17%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.21%0.95%1.28%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.22%0.29%0.41%Q4 2020Q3 202312
ShoreHaven Wealth Partners, LLC 12120.29%0.48%0.64%Q4 2020Q3 202312
Fusion Capital, LLC 12120.16%0.20%0.25%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.25%0.38%0.49%Q4 2020Q3 202312
Solitude Financial Services 12128.10%12.30%14.74%Q4 2020Q3 202312
Inspire Advisors, LLC 12120.14%0.19%0.26%Q4 2020Q3 202312
Newton One Investments LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.50%0.67%1.03%Q4 2020Q3 202312
Lombard Odier & Cie (Canada), Limited Partnership 12120.32%0.48%0.78%Q4 2013Q3 201612
ISTHMUS PARTNERS, LLC 1110.02%0.09%0.10%Q4 2014Q3 201812
Capital CS Group, LLC 12120.44%0.56%0.81%Q4 2020Q3 202312
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.11%0.19%0.27%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.37%0.44%0.59%Q4 2016Q3 201912
ENCOMPASS WEALTH ADVISORS, LLC 12120.23%0.42%0.65%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12120.46%0.83%0.96%Q4 2020Q3 202312
Soditic Asset Management LLP 12121.41%2.53%4.18%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12120.42%0.61%1.10%Q4 2020Q3 202312
ECLECTIC ASSOCIATES INC /ADV 12120.25%0.35%0.49%Q4 2020Q3 202312
Valley Brook Capital Group, Inc. 12120.48%0.60%0.72%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.34%0.39%0.44%Q4 2018Q3 202112
MARSHALL WACE ASIA Ltd 710.04%1.91%4.79%Q1 2017Q2 202112
DAVIS-REA LTD. 12120.13%0.26%1.28%Q4 2020Q3 202312
Johnson Midwest Financial, LLC 12120.81%1.88%4.54%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.61%0.80%1.02%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.46%0.68%1.04%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12120.23%0.35%0.45%Q4 2020Q3 202312
Grant/GrossMendelsohn, LLC 12120.49%1.18%1.81%Q4 2020Q3 202312
Harbor Group, Inc. 12120.37%0.42%0.52%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.60%0.74%0.87%Q4 2020Q3 202312
Wescott Financial Advisory Group, LLC 12120.15%0.22%0.27%Q4 2020Q3 202312
B. Riley Financial, Inc. 12120.13%0.25%0.40%Q4 2015Q3 201812
Perpetual Ltd 530.01%1.51%5.98%Q1 2013Q3 202312
Hudson Value Partners, LLC 12124.81%5.85%7.17%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 12121.38%2.97%5.49%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.46%0.60%0.86%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.80%0.98%1.28%Q4 2016Q3 201912
Unison Asset Management LLC 12128.20%9.55%10.76%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.63%0.69%0.79%Q4 2020Q3 202312
Heartland Bank & Trust Co 12120.26%0.74%1.45%Q4 2020Q3 202312
DENVER INVESTMENT ADVISORS LLC 610.05%0.13%0.21%Q2 2013Q1 201812
JACOBSON & SCHMITT ADVISORS, LLC 1110.06%0.07%0.10%Q4 2019Q3 202312
GERMAN AMERICAN BANCORP, INC. 12120.06%0.07%0.09%Q4 2020Q3 202312
CUE ADVISORY SERVICES, INC. 12120.33%0.42%0.63%Q4 2015Q3 201812
FWL INVESTMENT MANAGEMENT, LLC 12120.16%0.27%0.42%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.02%0.04%0.05%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12120.32%0.41%0.62%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 930.00%0.11%0.20%Q4 2018Q3 202312
WEST BANCORPORATION INC 840.34%0.46%0.73%Q4 2019Q3 202312
AMICA PENSION FUND BOARD OF TRUSTEES 12120.00%0.00%0.00%Q2 2013Q1 201612
Notis-McConarty Edward 930.08%0.19%0.49%Q4 2013Q3 202312
Bellwether Advisors, LLC 12121.04%1.16%1.33%Q4 2020Q3 202312
Lorne Steinberg Wealth Management Inc. 12122.72%3.01%3.41%Q4 2020Q3 202312
Clarus Group, Inc. 12120.60%0.78%0.96%Q4 2020Q3 202312
Compton Financial Group, LLC 12120.14%0.17%0.20%Q4 2020Q3 202312
4J Wealth Management LLC 12123.21%4.38%5.38%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.10%0.17%0.22%Q4 2020Q3 202312
Veritas Investment Partners (UK) Ltd. 12120.30%0.58%1.24%Q4 2020Q3 202312
Heartwood Wealth Advisors LLC 1110.05%0.11%0.25%Q4 2019Q3 202312
CALIBER WEALTH MANAGEMENT, LLC 12120.97%1.50%1.92%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.15%0.17%0.19%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.42%0.46%0.48%Q4 2020Q3 202312
Maryland State Retirement & Pension System 12120.98%1.35%3.10%Q4 2020Q3 202312
Curi Wealth Management, LLC 12120.07%0.17%0.23%Q4 2020Q3 202312
COWA, LLC 12120.20%0.26%0.35%Q4 2020Q3 202312
PartnerRe Asset Management CORP 12120.75%0.89%0.95%Q2 2013Q1 201612
Smith Anglin Financial, LLC 12120.12%0.21%0.30%Q4 2020Q3 202312
Marshall Financial Group LLC 12120.28%0.36%0.56%Q4 2020Q3 202312
Berkshire Money Management, Inc. 12120.06%0.07%0.07%Q3 2017Q2 202012
Elo Mutual Pension Insurance Co 12120.76%0.95%1.17%Q4 2020Q3 202312
Annandale Capital, LLC 12122.38%3.09%3.85%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.38%0.99%1.43%Q4 2020Q3 202312
Teza Capital Management LLC 410.05%0.51%1.80%Q1 2017Q3 202312
EVERENCE CAPITAL MANAGEMENT INC 12121.28%1.44%1.63%Q2 2013Q1 201612
Conestoga Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
ARBOR TRUST WEALTH ADVISORS, LLC 1110.15%0.23%0.50%Q4 2019Q3 202312
Bard Financial Services, Inc. 12121.85%2.07%3.22%Q4 2020Q3 202312
Goepper Burkhardt LLC 12120.76%0.96%1.29%Q4 2020Q3 202312
Lumbard & Kellner, LLC 12120.33%0.47%0.72%Q4 2020Q3 202312
BT Wealth Management LLC 1110.09%0.12%0.27%Q4 2018Q2 202212
Landsberg, Bennett, & Dubbaneh LLC 12120.09%0.16%0.23%Q4 2018Q3 202112
Greenhouse Wealth Management, LLC 12120.46%0.57%0.66%Q4 2020Q3 202312
Foster Group, Inc. 12120.36%0.50%0.74%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12122.45%2.77%3.12%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.06%0.65%1.33%Q4 2020Q3 202312
Bayesian Capital Management, LP 510.05%0.36%0.84%Q4 2016Q3 202112
KAVAR CAPITAL PARTNERS GROUP, LLC 12121.90%2.16%2.46%Q4 2020Q3 202312
PATRON PARTNERS, LLC 12120.54%0.66%0.76%Q4 2020Q3 202312
Madison Wealth Partners, Inc 12120.32%0.43%0.53%Q4 2020Q3 202312
Coronation Asset Management (Pty) Ltd. 12120.06%0.09%0.16%Q2 2013Q1 201612
Kercheville Advisors, LLC 12120.15%0.63%1.07%Q4 2020Q3 202312
Financial Avengers, Inc. 12126.74%8.44%10.06%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12120.00%0.71%1.08%Q4 2020Q3 202312
Tranquilli Financial Advisor LLC 12120.59%0.89%1.32%Q4 2020Q3 202312
IMPAX ASSET MANAGEMENT LLC 12120.04%0.53%1.61%Q4 2014Q3 201712
Rede Wealth, LLC 12120.65%1.03%1.34%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.20%0.29%0.33%Q4 2020Q3 202312
Bell Bank 12120.06%0.12%0.18%Q4 2020Q3 202312
Guidance Point Advisors, LLC 12120.09%0.10%0.14%Q4 2020Q3 202312
Tower Wealth Partners, Inc. 12120.47%0.54%0.69%Q4 2020Q3 202312
Zions Bancorporation 1110.02%0.09%0.27%Q1 2015Q3 201812
Weather Gauge Advisory, LLC 12120.77%0.94%1.04%Q4 2018Q3 202112
Johnson Bixby & Associates, LLC 12120.49%0.57%0.70%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.09%0.21%0.37%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12121.02%1.16%1.32%Q4 2020Q3 202312
Phoenix Wealth Advisors 12121.73%2.20%3.47%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.30%0.64%0.91%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.23%0.66%1.06%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.99%1.26%1.73%Q4 2016Q3 201912
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.23%0.54%0.69%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12123.35%3.55%3.80%Q2 2013Q1 201612
T2 Partners Management, LP 10100.95%6.22%9.42%Q2 2013Q3 201512
Select Asset Management & Trust 12121.44%3.79%6.30%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.45%0.55%0.67%Q4 2020Q3 202312
Legacy Advisors, LLC 840.57%0.94%1.57%Q3 2017Q3 202312
Manning & Napier Group, LLC 12120.01%1.42%2.16%Q3 2018Q2 202112
Sovereign Financial Group, Inc. 12120.26%0.35%0.42%Q4 2020Q3 202312
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 12121.16%4.71%12.00%Q1 2016Q4 201812
Spectrum Planning & Advisory Services Inc. 12120.47%0.68%1.34%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.38%0.90%2.00%Q4 2020Q3 202312
Virtu KCG Holdings LLC 710.01%0.16%0.44%Q3 2013Q1 201712
Waypoint Wealth Partners Inc. 12120.10%0.14%0.25%Q4 2020Q3 202312
Hoxton Financial, Inc. 12120.06%0.11%0.24%Q2 2013Q1 201612
Berkeley Capital Partners, LLC 12120.16%0.18%0.22%Q4 2020Q3 202312
Montis Financial, LLC 12124.27%4.93%5.69%Q4 2020Q3 202312
Wealth Management Partners, LLC 12120.38%0.97%1.20%Q4 2020Q3 202312
CALDWELL & ORKIN INC 930.78%1.39%3.60%Q2 2013Q3 201612
SOA Wealth Advisors, LLC. 12121.70%1.96%2.22%Q4 2020Q3 202312
Machina Capital S.A.S. 710.00%1.05%3.78%Q1 2019Q3 202312
Velanne Asset Management Ltd 12124.06%4.68%5.77%Q4 2018Q3 202112
Curated Wealth Partners LLC 12120.13%0.35%0.63%Q4 2020Q3 202312
OAK FAMILY ADVISORS, LLC 12120.11%1.19%2.98%Q4 2020Q3 202312
Compass Advisory Group LLC 12120.36%0.40%0.44%Q4 2020Q3 202312
Advisor OS, LLC 12120.08%0.17%0.24%Q4 2020Q3 202312
Abacus Wealth Partners, LLC 12120.42%0.75%1.50%Q4 2020Q3 202312
Capital Planning LLC 12120.17%0.19%0.23%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.11%0.33%0.82%Q3 2020Q2 202312
B&D White Capital Company, LLC 12120.19%0.96%2.01%Q4 2020Q3 202312
TOEWS CORP /ADV 410.05%0.37%0.88%Q2 2016Q3 202312
John W. Brooker & Co., CPAs 12120.02%0.02%0.03%Q4 2019Q3 202212
Dash Acquisitions Inc. 12121.18%2.06%9.56%Q4 2020Q3 202312
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 12121.17%1.38%1.66%Q4 2020Q3 202312
Maven Securities LTD 1010.01%0.09%0.32%Q1 2020Q4 202212
Flinton Capital Management LLC 12121.20%1.47%1.97%Q4 2016Q3 201912
Tacita Capital Inc 12120.35%0.61%1.08%Q4 2020Q3 202312
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 660.11%0.30%0.66%Q1 2019Q3 202312
Wealth Dimensions Group, Ltd. 12120.24%0.40%0.55%Q4 2020Q3 202312
SAX WEALTH ADVISORS, LLC 12120.21%0.27%0.45%Q4 2020Q3 202312
Rezny Wealth Management, Inc. 930.10%2.32%9.08%Q1 2015Q3 202312
Concord Wealth Partners 12120.18%0.38%0.58%Q4 2020Q3 202312
BI Asset Management Fondsmaeglerselskab A/S 1110.13%0.69%1.37%Q4 2018Q3 202312
DELTEC ASSET MANAGEMENT LLC 310.12%0.45%0.73%Q3 2015Q3 202312
Sterling Financial Planning, Inc. 12120.39%0.52%0.66%Q4 2020Q3 202312
Trinity Financial Advisors LLC 12124.15%5.37%6.68%Q4 2020Q3 202312
Vantage Consulting Group Inc 12120.02%0.20%0.32%Q4 2020Q3 202312
SPERO-SMITH INVESTMENT ADVISERS INC /OH 1020.35%0.53%0.62%Q2 2013Q2 201612
Jump Financial, LLC 1020.02%0.16%0.58%Q3 2020Q3 202312
ACT WEALTH MANAGEMENT, LLC 12120.20%0.32%0.62%Q4 2020Q3 202312
Legacy Wealth Planning, LLC 12120.86%1.21%1.56%Q4 2019Q3 202212
SITTNER & NELSON, LLC 121210.92%11.81%13.36%Q4 2020Q3 202312
Twin Lakes Capital Management, LLC 12121.28%1.65%2.11%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12120.05%0.09%0.13%Q4 2020Q3 202312
Oxler Private Wealth LLC 12120.11%0.28%0.38%Q4 2020Q3 202312
Red Wave Investments LLC 12120.35%0.43%0.51%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.45%0.60%0.89%Q4 2020Q3 202312
SATOVSKY ASSET MANAGEMENT LLC 12126.29%9.20%12.25%Q4 2020Q3 202312
High Note Wealth, LLC 12121.23%1.61%2.14%Q4 2020Q3 202312
M. Kulyk & Associates, LLC 12120.10%0.13%0.15%Q4 2020Q3 202312
Spire Wealth Management 11110.31%0.52%0.86%Q1 2021Q3 202311
CLARK FINANCIAL SERVICES GROUP INC /BD 510.18%0.31%0.49%Q2 2020Q3 202311
Douglas C. Lane & Associates, Inc. 11110.03%0.03%0.04%Q2 2013Q4 201511
ATLANTA CAPITAL MANAGEMENT CO L L C 11110.02%0.07%0.11%Q2 2013Q4 201511
Karpus Management, Inc. 11110.01%0.01%0.01%Q1 2017Q3 201911
FIDGEON TIMOTHY F 11110.58%0.64%0.75%Q1 2013Q3 201511
Pinnacle Summer Investments, Inc. 11110.03%0.26%0.60%Q2 2013Q4 201511
FIRSTMERIT BANK N A TRUSTEE 11110.03%0.05%0.07%Q4 2013Q2 201611
WRIGHT INVESTORS SERVICE INC 830.15%0.40%0.64%Q3 2016Q1 202011
BIEGEL & WALLER LLC 830.12%0.17%0.22%Q4 2016Q3 201911
ASPIRIANT HOLDINGS S3, LLC 11111.56%1.95%2.46%Q2 2013Q4 201511
WESTFIELD CAPITAL MANAGEMENT CO LP 11110.00%0.00%0.01%Q2 2013Q4 201511
CURIAN CAPITAL LLC 11110.02%0.29%0.38%Q2 2013Q4 201511
REYNOLDS CAPITAL MANAGEMENT LLC 1010.36%0.68%1.16%Q2 2013Q1 201611
Guild Investment Management, Inc. 11110.36%0.58%0.85%Q1 2021Q3 202311
ATHERTON LANE ADVISERS, LLC 11110.03%0.03%0.04%Q2 2013Q4 201511
MCDONALD PARTNERS LLC 741.82%2.02%2.30%Q4 2020Q3 202311
TD Securities (USA) LLC 920.51%1.21%1.49%Q2 2013Q1 201611
Numeric Investors LLC 920.00%0.02%0.08%Q1 2015Q4 201711
GUARDIAN INVESTMENT MANAGEMENT 11111.72%2.13%2.50%Q1 2021Q3 202311
Horrell Capital Management, Inc. 11110.01%0.01%0.01%Q2 2013Q4 201511
LaFleur & Godfrey LLC 11110.04%0.28%0.39%Q1 2021Q3 202311
Seascape Capital Management 11110.12%0.15%0.18%Q1 2021Q3 202311
ARGENT TRUST Co 1010.09%0.26%1.08%Q4 2014Q1 201811
Dynamic Capital Management Ltd 310.06%0.68%4.66%Q3 2013Q3 201811
RIVER GLOBAL INVESTORS LLP 11110.24%0.81%1.31%Q1 2021Q3 202311
Salient Capital Advisors, LLC 650.02%0.03%0.05%Q2 2013Q2 201711
Pinkerton Retirement Specialists, LLC 620.03%0.24%0.76%Q3 2016Q3 202311
Community Financial Services Group, LLC 710.06%0.46%2.34%Q2 2013Q3 202311
Clayton Partners LLC 11114.11%5.17%5.83%Q1 2021Q3 202311
Brave Warrior Advisors 11116.40%12.92%18.36%Q2 2019Q4 202111
Paragon Capital Management Ltd 810.15%0.27%0.48%Q4 2014Q3 201811
LifePlan Financial Group, Inc 11110.05%0.06%0.07%Q1 2018Q3 202011
Stone Ridge Asset Management LLC 11110.38%0.88%1.25%Q4 2017Q2 202011
IRON Financial LLC 1010.12%0.27%0.54%Q4 2015Q3 202311
Silicon Valley Community Foundation 11110.01%0.04%0.27%Q1 2021Q3 202311
Hamilton Point Investment Advisors, LLC 810.06%0.09%0.15%Q2 2017Q3 202311
LBA Wealth Management, LLC 11110.03%0.18%0.37%Q3 2014Q1 201711
Wealthstar Advisors, LLC 1010.07%0.16%0.45%Q1 2020Q3 202311
FCF Advisors LLC 11110.62%1.24%1.72%Q1 2020Q3 202211
BlueCrest Capital Management Ltd 410.03%0.21%0.84%Q3 2014Q3 202311
One River Asset Management, LLC 440.03%0.53%1.50%Q4 2022Q3 202311
Biltmore Capital Advisors LLC 11110.08%0.13%0.18%Q2 2019Q4 202111
SG3 Management, LLC 410.03%0.17%0.49%Q4 2017Q4 202211
Eukles Asset Management 11110.00%0.02%0.03%Q1 2021Q3 202311
JUNCTURE WEALTH STRATEGIES, LLC 11110.26%0.32%0.39%Q2 2021Q4 202311
Private Advisory Group LLC 11110.12%0.54%1.13%Q2 2020Q4 202211
CT Financial Advisors LLC 1010.09%0.15%0.27%Q1 2014Q1 201711
Bridgewater Wealth & Financial Management, LLC 11110.25%0.39%0.51%Q4 2014Q2 201711
Hayden Royal, LLC 810.37%0.76%3.72%Q4 2018Q4 202111
Stuart Chaussee & Associates, Inc. 11110.00%0.01%0.03%Q1 2021Q3 202311
McQueen, Ball & Associates Inc. 11110.64%0.79%0.90%Q2 2016Q4 201811
Mandatum Life Insurance Co Ltd 1010.00%0.09%0.17%Q4 2015Q3 202311
Whitegate Investment Counselors, Inc. 813.67%7.01%9.33%Q4 2019Q3 202311
Phoenix Holdings Ltd. 710.01%0.07%0.23%Q1 2020Q3 202311
First Capital Advisors Group, LLC. 650.14%0.31%0.56%Q3 2017Q2 202311
Yellowstone Partners, LLC 920.12%0.40%1.09%Q3 2014Q4 201711
L2 Asset Management, LLC 11110.74%2.40%3.06%Q1 2021Q3 202311
Hapanowicz & Associates Financial Services, Inc 11110.18%0.27%0.38%Q1 2021Q3 202311
Financial Advisors Network, Inc. 910.02%0.09%0.14%Q4 2016Q3 202311
Adalta Capital Management LLC 11110.08%0.47%1.17%Q1 2021Q3 202311
Epstein & White Financial LLC 740.07%0.11%0.14%Q3 2018Q2 202111
STANSBERRY ASSET MANAGEMENT, LLC 1010.07%0.19%0.61%Q4 2017Q3 202311
Squar Milner Financial Services LLC 11110.90%1.77%2.80%Q4 2017Q2 202011
Harborview Advisors, LLC 830.12%0.19%0.27%Q1 2018Q3 202111
Wells Trecaso Financial Group, LLC 11110.33%0.37%0.43%Q1 2021Q3 202311
Blue Chip Wealth Management, Inc. 11111.91%2.66%3.59%Q1 2018Q3 202011
DUALITY ADVISERS, LP 310.07%0.30%0.60%Q4 2018Q4 202211
HHM Wealth Advisors, LLC 11110.19%0.23%0.29%Q3 2019Q1 202211
Strategic Wealth Management Group, LLC 11110.30%0.36%0.47%Q4 2018Q2 202111
Chapman Investment Management, LLC 920.41%0.99%3.12%Q4 2019Q3 202311
Nachman Norwood & Parrott, Inc 11110.29%0.38%0.48%Q4 2018Q2 202111
Benchmark Financial Wealth Advisors, LLC 11110.11%0.17%0.24%Q1 2021Q3 202311
Virginia National Bank 920.26%5.24%11.48%Q3 2018Q2 202211
WestHill Financial Advisors, Inc. 920.14%0.17%0.20%Q4 2020Q3 202311
Wilkinson Global Asset Management LLC 11110.13%0.19%0.23%Q1 2021Q3 202311
BRANDYWINE OAK PRIVATE WEALTH LLC 1010.02%0.33%0.43%Q4 2018Q3 202311
Hoover Financial Advisors, Inc. 11110.20%0.49%0.96%Q4 2018Q2 202111
Beacon Harbor Wealth Advisors, Inc. 740.12%0.18%0.31%Q4 2020Q3 202311
Sierra Capital LLC 11113.48%3.84%4.37%Q1 2021Q3 202311
PFG Private Wealth Management, LLC 11110.23%0.28%0.39%Q1 2021Q3 202311
Beacon Financial Advisory LLC 11110.14%0.34%0.45%Q1 2021Q3 202311
AXS Investments LLC 11110.21%1.40%3.06%Q1 2021Q3 202311
Minot Wealth Management LLC 11112.79%3.49%5.04%Q4 2019Q2 202211
Alhambra Investment Management LLC 11110.85%1.02%1.15%Q1 2021Q3 202311
Westshore Wealth, LLC 1011.00%1.48%2.85%Q4 2019Q2 202311
HYA Advisors, Inc 11110.65%0.77%0.91%Q4 2019Q2 202211
Capstone Triton Financial Group, LLC 741.04%1.66%2.16%Q4 2020Q3 202311
StrongBox Wealth, LLC 11110.24%0.73%1.52%Q2 2021Q4 202311
Navalign, LLC 11110.16%0.19%0.30%Q1 2021Q3 202311
State of Wyoming 11110.22%0.49%0.92%Q1 2021Q3 202311
KWB Wealth 11110.05%0.06%0.06%Q1 2021Q3 202311
Capital Advisors Wealth Management, LLC 11110.63%0.89%1.10%Q1 2021Q3 202311
IAM Advisory, LLC 920.25%0.31%0.36%Q4 2020Q3 202311
Source Financial Advisors LLC 740.07%0.11%0.19%Q4 2020Q3 202311
44 WEALTH MANAGEMENT LLC 11110.13%0.20%0.41%Q4 2020Q2 202311
Planned Solutions, Inc. 740.38%0.48%0.61%Q3 2020Q2 202311
F/M Investments LLC 740.53%0.69%1.02%Q4 2020Q3 202311
Crew Capital Management, Ltd. 11110.53%0.80%1.08%Q1 2021Q3 202311
GoalVest Advisory LLC 830.98%1.19%1.48%Q4 2020Q4 202311
DCM Advisors, LLC 11110.18%2.11%3.56%Q1 2021Q3 202311
Hoese & Co LLP 11110.12%0.13%0.15%Q2 2021Q4 202311
Kaizen Financial Strategies 920.22%0.26%0.36%Q4 2020Q3 202311
MMA ASSET MANAGEMENT LLC 740.16%0.18%0.20%Q4 2020Q3 202311
McClarren Financial Advisors, Inc. 650.14%0.33%0.57%Q4 2020Q3 202311
Campion Asset Management 11110.31%0.47%0.62%Q1 2021Q3 202311
Bond & Devick Financial Network, Inc. 11110.16%0.28%0.39%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.52%0.71%0.99%Q4 2020Q2 202311
Addison Advisors LLC 1010.22%0.98%1.63%Q4 2020Q3 202311
Bluesphere Advisors, LLC 11110.47%0.89%1.26%Q1 2021Q3 202311
Orin Green Financial, LLC 11110.16%0.22%0.27%Q1 2021Q3 202311
Sandbox Financial Partners, LLC 11110.18%0.43%0.64%Q1 2021Q3 202311
Greystone Financial Group, LLC 650.19%0.32%0.45%Q4 2020Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.69%0.89%1.22%Q4 2020Q3 202311
Colonial River Wealth Management, LLC 11110.12%0.46%1.24%Q4 2020Q2 202311
Rodgers & Associates, LTD 11110.03%0.04%0.06%Q4 2020Q2 202311
Safeguard Investment Advisory Group, LLC 1010.13%0.17%0.22%Q4 2020Q3 202311
MBA Advisors LLC 11110.19%0.34%0.44%Q1 2021Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 740.15%0.18%0.29%Q4 2020Q3 202311
Piscataqua Savings Bank 11111.09%1.21%1.47%Q1 2021Q3 202311
Connectus Wealth, LLC 11110.18%1.10%4.09%Q1 2021Q3 202311
Better Money Decisions, LLC 11110.22%0.26%0.34%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11111.26%1.43%1.92%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11110.12%0.15%0.18%Q1 2021Q3 202311
COERENTE CAPITAL MANAGEMENT 11110.10%0.11%0.14%Q1 2021Q3 202311
Koss-Olinger Consulting, LLC 11110.67%0.88%1.24%Q1 2021Q3 202311
Gitterman Wealth Management, LLC 11110.20%0.37%0.57%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11115.76%7.32%9.37%Q1 2021Q3 202311
Clarity Financial LLC 920.08%0.11%0.14%Q4 2020Q3 202311
Cornerstone Wealth Advisors, Inc. 11110.34%0.36%0.42%Q1 2021Q3 202311
Pallas Capital Advisors LLC 11110.70%1.20%1.60%Q1 2021Q3 202311
Fi3 FINANCIAL ADVISORS, LLC 11110.17%0.34%0.56%Q1 2021Q3 202311
Regency Capital Management Inc.\DE 11115.08%7.38%10.57%Q1 2021Q3 202311
AllGen Financial Advisors, Inc. 11113.18%3.64%4.36%Q4 2020Q2 202311
Ratio Wealth Group 920.12%0.13%0.15%Q4 2020Q3 202311
Halpern Financial, Inc. 11110.00%0.01%0.02%Q1 2021Q3 202311
MEYER HANDELMAN CO 11110.01%0.02%0.07%Q1 2021Q3 202311
BENEDICT FINANCIAL ADVISORS INC 11111.24%1.38%1.63%Q1 2021Q3 202311
CANANDAIGUA NATIONAL CORP 11110.18%0.32%0.46%Q2 2020Q4 202211
FURE FINANCIAL CORP 11111.33%2.00%2.40%Q1 2020Q3 202211
MARSHFIELD ASSOCIATES 11111.48%2.06%2.58%Q2 2013Q4 201511
Calvert Investment Management, Inc. 11110.08%0.37%0.91%Q3 2013Q1 201611
HIGHBRIDGE CAPITAL MANAGEMENT LLC 710.01%0.25%0.67%Q2 2013Q3 201811
OneAscent Financial Services LLC 410.15%0.37%0.91%Q2 2019Q3 202310
Jupiter Investment Management Ltd 610.00%0.48%2.45%Q3 2013Q2 202010
55I, LLC 10100.08%0.12%0.24%Q2 2020Q3 202210
THOMASPARTNERS, INC. 10100.01%0.02%0.02%Q2 2013Q3 201510
MERIDIAN MANAGEMENT CO 10100.12%0.15%0.19%Q2 2021Q3 202310
GSB Wealth Management, LLC 820.52%0.59%0.74%Q1 2021Q3 202310
West Branch Capital LLC 10100.04%0.08%0.17%Q2 2021Q3 202310
CLINTON GROUP INC 310.03%0.23%0.45%Q4 2014Q3 201810
Staton Financial Advisors, LLC 10104.49%4.81%5.07%Q1 2015Q2 201710
Amundi 10100.32%0.40%0.49%Q2 2021Q3 202310
Alamar Capital Management, LLC 550.17%0.23%0.28%Q1 2021Q3 202310
Mawer Investment Management Ltd. 10100.00%0.00%0.00%Q2 2021Q3 202310
Insight Wealth Strategies, LLC 10100.08%0.10%0.13%Q4 2018Q1 202110
WISCONSIN CAPITAL MANAGEMENT LLC 730.80%1.45%1.96%Q2 2013Q4 201910
Rappaport Reiches Capital Management, LLC 10100.38%0.45%0.59%Q2 2021Q3 202310
Meridian Wealth Partners, LLC 10100.20%0.30%0.46%Q4 2019Q1 202210
NORTHSTAR ASSET MANAGEMENT INC 730.15%0.36%0.47%Q1 2021Q3 202310
GENERAL AMERICAN INVESTORS CO INC 10100.32%0.75%0.90%Q1 2020Q2 202210
Lakeshore Capital, LLC 10100.23%0.38%0.58%Q2 2013Q3 201510
Madison Street Partners, LLC 10101.84%4.55%11.52%Q2 2013Q3 201510
PENINSULA ASSET MANAGEMENT INC 10100.11%0.13%0.15%Q2 2021Q3 202310
Y-Intercept (Hong Kong) Ltd 520.10%0.58%1.32%Q4 2020Q3 202310
GOODWIN DANIEL L 910.09%0.14%0.24%Q4 2019Q4 202210
Trust CO of the Ozarks 10100.31%0.33%0.39%Q2 2013Q3 201510
Summit Financial, LLC 10100.08%0.33%0.47%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.47%0.56%0.80%Q2 2021Q3 202310
HONEYWELL INTERNATIONAL INC 820.33%0.69%1.02%Q2 2013Q1 201710
Americana Partners, LLC 520.04%0.11%0.43%Q4 2019Q3 202310
Wallington Asset Management, LLC 710.03%0.04%0.07%Q2 2013Q3 202310
Advisor Resource Council 10100.34%1.06%1.75%Q2 2021Q3 202310
S. R. Schill & Associates 510.08%0.12%0.23%Q1 2020Q3 202310
BW Gestao de Investimentos Ltda. 10100.63%2.62%16.33%Q4 2013Q1 201610
Everhart Financial Group, Inc. 10100.44%0.69%0.98%Q2 2021Q3 202310
Centennial Wealth Advisory LLC 10100.14%0.23%0.40%Q2 2021Q3 202310
First Bancorp, Inc /ME/ 910.71%0.79%0.98%Q1 2021Q3 202310
CMG Global Holdings, LLC 10100.32%1.20%2.29%Q2 2021Q3 202310
Triad Investment Management 810.32%0.95%1.37%Q1 2019Q3 202310
FORA Capital, LLC 820.03%0.95%1.69%Q4 2019Q3 202210
Sciencast Management LP 310.15%0.84%1.67%Q4 2015Q3 202310
ACAS, LLC 641.26%1.84%5.51%Q1 2021Q3 202310
OKABENA INVESTMENT SERVICES INC 820.00%0.44%1.92%Q4 2019Q3 202310
BUTENSKY & COHEN FINANCIAL SECURITY, INC 910.00%0.01%0.08%Q2 2015Q3 202310
CAPITAL INTERNATIONAL LTD /CA/ 10100.10%0.15%0.21%Q4 2017Q1 202010
Legacy Wealth Asset Management, LLC 10100.35%0.43%0.53%Q4 2020Q1 202310
COLTON GROOME FINANCIAL ADVISORS, LLC 10100.14%0.24%0.43%Q2 2021Q3 202310
Warther Private Wealth, LLC 10100.46%0.92%1.60%Q2 2021Q3 202310
Lake Point Wealth Management 520.05%0.09%0.12%Q4 2018Q2 202210
Commonwealth Financial Services, LLC 910.03%0.06%0.17%Q1 2015Q3 202310
Signature Wealth Management Partners, LLC 10100.19%0.46%1.10%Q2 2021Q3 202310
Independent Wealth Network Inc. 990.01%0.59%0.85%Q3 2021Q3 202310
Spouting Rock Asset Management, LLC 640.43%0.73%1.20%Q3 2020Q3 202310
Concert Wealth Management Inc. 730.07%0.16%0.50%Q4 2014Q2 201710
Allegis Investment Advisors, LLC 10100.37%0.54%0.75%Q4 2015Q1 201810
Coyle Financial Counsel LLC 610.04%0.19%0.33%Q1 2018Q2 202310
WADDELL & ASSOCIATES, LLC 10100.35%0.74%0.96%Q2 2021Q3 202310
Empowered Funds, LLC 10100.05%0.22%0.57%Q2 2021Q3 202310
Brick & Kyle, Associates 10100.07%0.12%0.15%Q4 2014Q1 201710
Advocacy Wealth Management Services, LLC 820.00%0.01%0.02%Q2 2013Q3 201710
Prism Advisors, Inc. 10100.07%0.08%0.09%Q2 2021Q3 202310
SteelPeak Wealth, LLC 10100.14%0.19%0.27%Q4 2019Q1 202210
CIM, LLC 10100.04%1.58%3.42%Q3 2020Q4 202210
Royal Harbor Partners, LLC 10100.53%1.07%1.73%Q2 2021Q3 202310
NumerixS Investment Technologies Inc 310.09%0.57%1.30%Q2 2015Q2 202010
Adams Chetwood Wealth Management LLC 10100.38%0.44%0.48%Q4 2019Q1 202210
GUARDIAN CAPITAL LP 420.01%0.02%0.02%Q2 2013Q2 201910
Euclid Advisors LLC 710.05%0.59%1.19%Q2 2013Q2 201610
Delos Wealth Advisors, LLC 10100.04%0.18%1.01%Q2 2021Q3 202310
HFR Wealth Management, LLC 10101.87%2.18%2.53%Q2 2021Q3 202310
Tamar Securities, LLC 910.07%0.09%0.12%Q4 2020Q3 202310
Accurate Wealth Management, LLC 10100.18%0.69%1.30%Q2 2021Q3 202310
BALASA DINVERNO & FOLTZ LLC 10100.13%0.20%0.31%Q2 2020Q3 202210
SkyView Investment Advisors, LLC 820.25%0.28%0.33%Q4 2020Q2 202310
Border to Coast Pensions Partnership Ltd 10101.41%1.66%2.13%Q2 2021Q3 202310
Price Wealth, LLC 101010.81%23.30%33.19%Q2 2018Q3 202010
CITY NATIONAL BANK 10100.09%0.11%0.12%Q2 2013Q3 201510
ADVANCE CAPITAL I INC 10100.39%0.66%0.91%Q2 2014Q3 201610
Handelsbanken Fonder AB 910.32%0.48%0.59%Q4 2015Q1 202310
Wealth Enhancement & Preservation of GA, LLC 910.12%0.23%0.38%Q4 2019Q2 202310
Cowen Prime Advisors LLC 911.27%1.71%2.08%Q2 2020Q2 202310
Constellation Wealth Advisors, LLC 10100.03%0.48%1.21%Q2 2013Q3 201510
E Fund Management Co., Ltd. 910.04%0.07%0.09%Q1 2021Q3 202310
SUNFLOWER BANK, NA WEALTH MANAGEMENT 10100.09%0.15%0.30%Q4 2017Q1 202010
MONEY CONCEPTS CAPITAL CORP 820.05%0.10%0.25%Q4 2020Q3 202310
Huber Financial Advisors, LLC 10100.19%0.31%0.51%Q4 2017Q1 202010
DRW Securities, LLC 410.01%0.10%0.56%Q1 2014Q2 202310
Bank of New Hampshire 10101.43%1.62%1.85%Q2 2021Q3 202310
EMFO, LLC 10100.03%0.04%0.10%Q2 2021Q3 202310
Danda Trouve Investment Management, Inc. 10102.01%2.58%3.13%Q4 2019Q1 202210
Pinnacle Wealth Management Group, Inc. 10100.17%0.24%0.30%Q2 2021Q3 202310
Graham Capital Management, L.P. 510.01%0.07%0.26%Q1 2014Q1 202010
ATTICUS WEALTH MANAGEMENT, LLC 10100.31%0.63%1.76%Q4 2019Q1 202210
Point72 Middle East FZE 440.00%0.14%0.27%Q4 2022Q3 202310
Rock Creek Group, LP 730.08%0.45%1.52%Q2 2020Q3 202310
RiverPark Advisors, LLC 10102.30%5.71%8.09%Q1 2017Q2 201910
KB FINANCIAL PARTNERS, LLC 820.06%0.07%0.07%Q1 2021Q3 202310
CLIENT 1ST ADVISORY GROUP, LLC 10100.18%0.20%0.23%Q2 2021Q3 202310
Prentice Wealth Management LLC 550.26%0.40%0.68%Q1 2021Q3 202310
Elwood & Goetz Wealth Advisory Group, LLC 10100.14%0.18%0.22%Q2 2021Q3 202310
Index Management Solutions, LLC 10100.00%0.06%0.14%Q2 2013Q3 201510
McCarthy Asset Management, Inc. 640.14%0.26%0.84%Q4 2020Q3 202310
Synergy Asset Management, LLC 10100.06%2.22%3.96%Q2 2021Q3 202310
Willingdon Wealth Management 820.02%0.98%1.94%Q3 2017Q1 202010
WCM INVESTMENT MANAGEMENT, LLC 10100.01%0.02%0.04%Q1 2013Q2 201510
JUPITER ASSET MANAGEMENT LTD 310.01%0.19%0.46%Q1 2015Q3 202310
Triumph Capital Management 10100.36%0.86%1.29%Q2 2021Q3 202310
JOYN Advisors, Inc. 10100.21%0.28%0.46%Q4 2017Q1 202010
Eagle Bay Advisors LLC 10100.30%0.49%0.81%Q2 2021Q3 202310
Charles Schwab Investment Advisory, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Union Heritage Capital, LLC 10101.56%1.86%1.98%Q1 2021Q2 202310
DHJJ Financial Advisors, Ltd. 10100.35%0.41%0.48%Q4 2020Q1 202310
BRANDES INVESTMENT PARTNERS, LP 10100.21%0.39%0.61%Q2 2021Q3 202310
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 10101.00%2.40%3.42%Q2 2021Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.07%0.08%0.09%Q2 2013Q3 201510
Fortress Wealth Group, LLC 10100.72%0.88%1.07%Q2 2021Q3 202310
All Season Financial Advisors, Inc. 10100.27%3.58%6.04%Q2 2021Q3 202310
Mayar Capital Ltd. 10100.42%0.55%0.63%Q2 2021Q3 202310
Paradigm, Strategies in Wealth Management, LLC 10100.38%0.47%0.63%Q2 2021Q3 202310
ROVIN CAPITAL /UT/ /ADV 820.18%0.22%0.30%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.16%0.21%0.31%Q1 2021Q3 202310
McCollum Christoferson Group LLC 510.07%0.13%0.22%Q3 2018Q3 202310
AMERICAN NATIONAL BANK & TRUST CO /VA/ 10102.43%2.59%2.90%Q3 2013Q4 201510
PRING TURNER CAPITAL GROUP INC 810.04%2.11%3.10%Q4 2013Q3 202310
DUMONT & BLAKE INVESTMENT ADVISORS LLC 10100.07%0.10%0.11%Q4 2020Q1 202310
Gary Goldberg Planning Services Inc 880.00%0.12%0.19%Q1 2013Q4 201410
Olympiad Research LP 910.16%0.31%0.56%Q4 2019Q3 202210
IFS Advisors, LLC 910.10%0.29%0.59%Q4 2020Q4 202310
Old Well Partners, LLC 550.82%1.69%3.39%Q2 2020Q3 202310
MBL Wealth, LLC 710.50%0.68%0.94%Q4 2020Q3 202310
Integrated Wealth Management 990.51%0.55%0.60%Q1 2015Q1 20179
AVALON CAPITAL MANAGEMENT 990.19%0.87%1.37%Q3 2021Q3 20239
Systematic Alpha Investments, LLC 990.02%0.03%0.05%Q3 2021Q3 20239
Investors Financial Group, LLC 991.89%2.04%2.39%Q4 2019Q4 20219
RONALD BLUE & CO LLC 510.08%0.10%0.14%Q3 2013Q2 20179
ICICI Prudential Asset Management Co Ltd 510.27%1.00%2.59%Q1 2017Q3 20239
Blueshift Asset Management, LLC 510.02%0.25%0.96%Q2 2019Q3 20229
U.S. Capital Wealth Advisors, LLC 990.75%0.89%1.05%Q3 2021Q3 20239
McGuire Investment Group, LLC 990.06%0.06%0.08%Q1 2021Q1 20239
Ergoteles LLC 810.06%1.07%2.56%Q4 2020Q2 20239
Ethic Inc. 990.03%0.07%0.14%Q3 2021Q3 20239
Covestor Ltd 880.00%0.41%0.82%Q4 2021Q3 20239
Factorial Partners, LLC 991.59%3.87%5.64%Q4 2019Q4 20219
AustralianSuper Pty Ltd 410.04%0.58%2.35%Q2 2018Q3 20239
CLEAR STREET MARKETS LLC 610.02%0.07%0.13%Q1 2017Q2 20239
FOX RUN MANAGEMENT, L.L.C. 410.06%0.22%0.53%Q4 2017Q1 20239
TLWM 540.08%0.18%0.24%Q2 2021Q3 20239
Progeny 3, Inc. 631.17%2.57%3.87%Q2 2020Q3 20239
ACADIA TRUST NA 710.16%0.21%0.24%Q1 2014Q3 20169
Epoch Investment Partners, Inc. 990.10%0.76%1.29%Q3 2021Q3 20239
HHG & Company, LLC 990.86%0.95%1.09%Q1 2014Q1 20169
BAKER BOYER NATIONAL BANK 810.20%0.26%0.39%Q2 2021Q3 20239
Jackson Hole Capital Partners, LLC 990.09%0.13%0.24%Q3 2021Q3 20239
Bell & Brown Wealth Advisors, LLC 810.20%0.23%0.27%Q3 2020Q2 20239
DT Investment Partners, LLC 990.06%0.08%0.14%Q3 2021Q3 20239
Boit C F David 546.26%7.03%7.51%Q2 2021Q3 20239
RENAISSANCE GROUP LLC 990.04%0.05%0.07%Q3 2021Q3 20239
American Financial Network Advisory Services LLC 990.34%0.39%0.46%Q3 2017Q3 20199
Northstar Advisory Group, LLC 990.21%0.62%1.07%Q4 2020Q4 20229
CHERRYDALE WEALTH MANAGEMENT, LLC 990.20%0.25%0.29%Q4 2021Q4 20239
Walkner Condon Financial Advisors LLC 720.06%0.09%0.14%Q1 2021Q3 20239
STONNINGTON GROUP, LLC 990.43%0.74%1.63%Q1 2021Q1 20239
Sanford Advisory Services, LLC 990.34%0.42%0.53%Q4 2020Q4 20229
TRUEWEALTH LLC 810.59%0.79%0.86%Q1 2018Q2 20209
Kozak & Associates, Inc. 990.01%0.08%0.27%Q3 2021Q3 20239
McAlister, Sweet & Associates, Inc. 990.23%1.80%2.75%Q4 2021Q4 20239
SteelBridge Private Wealth Advisors LLC 990.47%1.53%3.80%Q1 2016Q1 20189
Capital Financial Services, LLC 994.43%4.97%5.69%Q4 2020Q4 20229
Long Road Investment Counsel, LLC 420.08%0.17%0.33%Q3 2017Q3 20239
STRATEGIC WEALTH MANAGEMENT INC 990.01%1.98%4.36%Q2 2019Q2 20219
Atom Investors LP 310.02%0.30%0.71%Q4 2018Q3 20239
TIVERTON ASSET MANAGEMENT LLC 810.14%0.36%0.56%Q4 2016Q3 20199
RESTON WEALTH MANAGEMENT LLC 510.10%0.34%0.68%Q4 2018Q3 20239
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 990.08%0.23%0.33%Q4 2017Q4 20199
Facet Wealth, Inc. 990.03%0.03%0.04%Q3 2021Q3 20239
Monte Financial Group, LLC 720.19%0.22%0.24%Q4 2017Q1 20209
Rollins Financial 810.14%0.20%0.24%Q2 2021Q3 20239
Stonehage Fleming (UK) Ltd 990.38%0.69%0.88%Q4 2013Q4 20159
Redwood Investment Management, LLC 720.03%0.39%0.94%Q3 2020Q3 20239
Aletheian Wealth Advisors LLC 990.25%0.61%1.08%Q4 2021Q4 20239
Hitchwood Capital Management LP 520.08%5.08%14.90%Q4 2014Q1 20239
SOLARIS ASSET MANAGEMENT LLC 410.01%0.04%0.06%Q2 2013Q4 20179
Stanford Investment Group, Inc. 990.27%0.35%0.45%Q4 2014Q4 20169
High Net Worth Advisory Group LLC 990.12%0.22%0.32%Q4 2021Q4 20239
Goodman Financial Corp 810.06%0.11%0.13%Q4 2017Q3 20239
OptiFour Integrated Wealth Management, LLC 990.47%0.55%0.64%Q4 2017Q4 20199
Windsor Financial Group, LLC 993.58%4.17%4.73%Q2 2015Q2 20179
Miller Investment Management, LP 990.10%6.09%9.27%Q3 2021Q3 20239
AFFINIA FINANCIAL GROUP, LLC 810.15%0.24%0.37%Q1 2021Q2 20239
TAMRO Capital Partners LLC 540.08%0.12%0.16%Q2 2013Q3 20159
FINANCIAL MANAGEMENT NETWORK INC 320.49%0.63%0.74%Q4 2020Q3 20239
IndexIQ Advisors LLC 540.01%0.12%0.20%Q1 2018Q1 20229
MARTIN CAPITAL MANAGEMENT LLC 9914.61%16.42%19.75%Q2 2013Q2 20159
VIVID FINANCIAL MANAGEMENT, INC. 990.11%0.20%0.39%Q4 2019Q4 20219
TWINBEECH CAPITAL LP 710.10%0.49%1.11%Q2 2020Q3 20239
Prana Capital Management, LP 510.39%1.72%3.96%Q1 2019Q1 20239
BHK Investment Advisors, LLC 990.20%0.25%0.38%Q1 2019Q1 20219
Leverage Partners Absolute Return Fund SPC 520.20%0.82%3.18%Q1 2021Q3 20239
SAM Advisors, LLC 992.98%3.31%3.89%Q3 2021Q3 20239
QUANTRES ASSET MANAGEMENT Ltd 310.13%0.42%1.23%Q2 2014Q1 20199
DARRELL & KING LLC 990.03%0.04%0.07%Q1 2016Q1 20189
Blueprint Investment Partners LLC 540.20%0.73%1.25%Q1 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.06%0.09%0.12%Q2 2013Q2 20159
INTERACTIVE FINANCIAL ADVISORS, INC. 990.02%0.03%0.06%Q4 2020Q4 20229
Himalaya Capital Management LLC 9910.07%13.78%17.28%Q3 2021Q3 20239
TRH Financial, LLC 810.14%0.18%0.23%Q4 2019Q2 20229
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 710.01%0.51%1.18%Q2 2013Q3 20189
Agate Pass Investment Management, LLC 990.36%0.41%0.49%Q4 2021Q4 20239
Vickerman Investment Advisors, Inc. 990.95%1.31%1.71%Q3 2021Q3 20239
swisspartners Ltd. 990.56%2.75%4.82%Q4 2020Q4 20229
VERUS CAPITAL PARTNERS, LLC 720.31%0.43%0.84%Q4 2019Q3 20239
Seven Post Investment Office LP 540.09%0.27%0.51%Q2 2021Q3 20239
Newman & Schimel, LLC 995.21%6.61%9.11%Q4 2020Q4 20229
GoalFusion Wealth Management, LLC 990.27%0.29%0.34%Q4 2021Q4 20239
Golden Green, Inc. 990.22%0.46%0.93%Q4 2020Q4 20229
Israel Discount Bank of New York 990.06%0.07%0.09%Q1 2017Q1 20199
Badgley Phelps Wealth Managers, LLC 990.99%1.31%1.66%Q3 2021Q3 20239
Falcon Wealth Planning 990.10%0.12%0.13%Q3 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 993.22%3.72%4.52%Q3 2021Q3 20239
Bickling Financial Services, Inc. 993.02%3.64%5.06%Q4 2020Q4 20229
Herold Advisors, Inc. 990.27%0.33%0.39%Q3 2021Q3 20239
Bay Rivers Group 990.17%0.20%0.27%Q3 2021Q3 20239
Welch Group, LLC 990.19%0.33%0.52%Q1 2020Q1 20229
HUDSON EDGE INVESTMENT PARTNERS INC. 991.56%1.84%2.02%Q4 2016Q4 20189
Coronation Fund Managers Ltd. 990.05%0.06%0.08%Q2 2016Q2 20189
Highmount Capital, LLC 990.06%0.09%0.11%Q2 2013Q2 20159
Cassia Capital Partners, LLC 810.18%0.38%0.61%Q2 2021Q3 20239
Strong Tower Advisory Services 991.57%1.83%2.07%Q3 2021Q3 20239
Essex LLC 990.23%0.27%0.30%Q3 2021Q3 20239
Castleview Partners, LLC 410.17%0.91%3.27%Q1 2018Q3 20239
Roberts Wealth Advisors, LLC 990.16%0.18%0.21%Q3 2021Q3 20239
Golden State Equity Partners 631.07%1.56%2.21%Q4 2020Q3 20239
Riverwater Partners LLC 991.00%1.17%1.42%Q4 2021Q4 20239
JB Capital LLC 990.06%0.09%0.12%Q3 2021Q3 20239
Core Alternative Capital 990.01%0.42%0.85%Q3 2021Q3 20239
626 Financial, LLC 810.44%0.56%0.64%Q1 2021Q3 20239
Five Oceans Advisors 990.45%0.54%0.71%Q3 2021Q3 20239
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 542.79%3.19%3.54%Q2 2021Q3 20239
ELEFANTE MICHAEL B 990.29%0.31%0.40%Q4 2012Q4 20149
TREES INVESTMENT COUNSEL LLC 992.68%2.89%3.22%Q3 2013Q3 20159
Cerro Pacific Wealth Advisors LLC 810.51%0.63%1.08%Q4 2020Q1 20239
Holocene Advisors, LP 410.01%0.06%0.38%Q4 2017Q1 20229
SENTINEL TRUST CO LBA 810.03%0.05%0.07%Q3 2018Q3 20239
Strategic Global Advisors, LLC 990.08%0.24%0.55%Q4 2014Q4 20169
Mach-1 Financial Group, LLC 630.08%0.15%0.36%Q4 2020Q1 20239
PACIFIC SUN FINANCIAL CORP 611.37%2.30%3.16%Q4 2017Q2 20239
WEXFORD CAPITAL LP 310.11%2.09%7.77%Q2 2014Q3 20239
AIRE ADVISORS, LLC 880.99%1.18%1.46%Q4 2021Q3 20238
UNIONVIEW, LLC 880.47%0.53%0.58%Q4 2021Q3 20238
MILLER WEALTH ADVISORS, LLC 880.02%0.38%1.48%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.52%0.55%0.61%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.27%0.33%0.46%Q4 2021Q3 20238
Phraction Management LLC 882.82%4.58%5.60%Q4 2021Q3 20238
Ervin Investment Management, LLC 8824.93%26.71%27.96%Q4 2021Q3 20238
Horizon Wealth Management, LLC 880.22%0.53%0.89%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.16%0.21%0.24%Q4 2021Q3 20238
Scarborough Advisors, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 881.17%1.90%2.38%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.56%0.75%0.83%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.12%0.19%0.24%Q4 2021Q3 20238
UDINE WEALTH MANAGEMENT, INC. 883.12%4.88%6.33%Q4 2021Q3 20238
PACK Private Wealth, LLC 880.26%0.28%0.32%Q4 2021Q3 20238
Alliance Wealth Management Group 620.12%0.21%0.28%Q4 2018Q1 20218
Financial Connections Group, Inc. 881.16%1.69%2.32%Q4 2021Q3 20238
NCM Capital Management, LLC 880.33%0.42%0.52%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.14%0.16%0.17%Q4 2021Q3 20238
MKT Advisors LLC 880.75%0.85%0.98%Q4 2021Q3 20238
Peterson Wealth Services 882.24%2.85%4.24%Q4 2021Q3 20238
OLIO Financial Planning 880.30%0.37%0.50%Q4 2021Q3 20238
Altman Advisors, Inc. 610.68%1.31%1.93%Q2 2018Q3 20238
WMG Financial Advisors, LLC 880.31%0.53%0.66%Q4 2021Q3 20238
Widmann Financial Services, Inc. 880.23%0.28%0.32%Q4 2021Q3 20238
Mechanics Financial Corp 880.24%0.30%0.31%Q4 2021Q3 20238
Steward Financial Group LLC 880.09%0.15%0.24%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.29%0.34%0.40%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 881.13%1.32%1.59%Q4 2021Q3 20238
Lombard Odier & Cie (Bahamas) Ltd 880.01%0.07%0.08%Q4 2013Q3 20158
Melone Private Wealth, LLC 880.24%0.27%0.30%Q4 2021Q3 20238
One Day In July LLC 880.16%0.19%0.23%Q4 2021Q3 20238
Synergy Financial Group, LTD 880.27%0.41%0.54%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 882.01%2.17%2.47%Q4 2021Q3 20238
Waypoint Capital Advisors, LLC 880.44%0.61%0.96%Q4 2021Q3 20238
CLARIS ADVISORS, LLC / MO / 880.21%0.33%0.50%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.13%0.16%0.19%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.08%0.10%0.11%Q4 2021Q3 20238
Stiles Financial Services Inc 881.94%2.35%2.65%Q4 2021Q3 20238
Legacy CG, LLC 881.99%2.18%2.68%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 8813.57%17.43%20.70%Q4 2021Q3 20238
Evergreen Wealth Solutions, LLC 881.64%1.99%2.36%Q4 2021Q3 20238
Cassady Schiller Wealth Management, LLC 880.16%0.21%0.27%Q4 2021Q3 20238
Kolinsky Wealth Management, LLC 880.64%0.81%0.91%Q4 2021Q3 20238
WIPFLI FINANCIAL ADVISORS LLC, 880.04%0.12%0.39%Q4 2020Q3 20228
Royal Capital Wealth Management, LLC 881.33%4.26%5.94%Q4 2021Q3 20238
Wedmont Private Capital 880.63%0.72%0.88%Q4 2021Q3 20238
Stonegate Investment Group, LLC 882.31%2.80%3.47%Q4 2021Q3 20238
Martin Capital Advisors, LLP 880.26%0.41%0.54%Q4 2021Q3 20238
Buttonwood Financial Advisors Inc. 884.70%5.14%5.79%Q4 2021Q3 20238
Peterson Financial Group, Inc. 881.04%1.66%2.31%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 880.33%0.52%0.62%Q4 2021Q3 20238
JACKSON THORNTON ASSET MANAGEMENT, LLC 880.08%0.12%0.14%Q4 2021Q3 20238
Rise Advisors, LLC 880.74%0.81%0.91%Q4 2021Q3 20238
Highlander Partners, L.P. 880.46%0.52%0.59%Q4 2021Q3 20238
Highview Capital Management LLC/DE/ 880.29%0.34%0.44%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.30%0.34%0.36%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.07%0.28%1.49%Q4 2021Q3 20238
Long Run Wealth Advisors, LLC 880.25%0.28%0.35%Q4 2021Q3 20238
Masso Torrence Wealth Management Inc. 880.15%0.19%0.21%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.07%0.17%Q1 2020Q4 20218
BlackDiamond Wealth Management, LLC 880.70%0.78%0.85%Q4 2021Q3 20238
TAGStone Capital, Inc. 885.09%5.62%6.58%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 880.23%0.27%0.30%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.37%0.67%1.01%Q4 2021Q3 20238
CHANNING GLOBAL ADVISORS, LLC 882.25%2.84%3.86%Q4 2021Q3 20238
Mill Capital Management, LLC 881.60%2.04%2.40%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.52%0.63%0.73%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.10%0.15%0.18%Q4 2021Q3 20238
Geometric Wealth Advisors 880.09%0.21%0.94%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.47%0.60%0.81%Q4 2021Q3 20238
Carmel Capital Partners, LLC 880.23%0.30%0.38%Q4 2021Q3 20238
Cross Staff Investments Inc 884.21%4.91%5.35%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 882.91%3.44%3.65%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.20%0.23%0.26%Q4 2021Q3 20238
Wayfinding Financial, LLC 880.48%0.55%0.66%Q4 2021Q3 20238
Alan B Lancz & Associates, Inc. 881.74%1.98%2.29%Q4 2021Q3 20238
SBB Research Group LLC 880.86%6.91%11.39%Q4 2021Q3 20238
Friedenthal Financial 530.13%0.16%0.19%Q3 2021Q3 20238
Collaborative Wealth Managment Inc. 610.20%0.23%0.25%Q1 2021Q3 20238
Paralel Advisors LLC 886.28%8.25%9.46%Q4 2021Q3 20238
ELLINGTON MANAGEMENT GROUP LLC 410.04%0.10%0.25%Q2 2014Q1 20208
VELA Investment Management, LLC 883.77%4.10%4.72%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.53%0.65%0.80%Q4 2021Q3 20238
REUTER JAMES WEALTH MANAGEMENT, LLC 880.78%1.02%1.49%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.03%0.13%0.16%Q4 2021Q3 20238
Metis Global Partners, LLC 880.93%1.13%1.44%Q4 2021Q3 20238
DILLON & ASSOCIATES INC 610.04%0.06%0.08%Q3 2018Q1 20218
Alterity Financial Group, LLC 610.66%1.01%1.33%Q1 2021Q3 20238
Game Creek Capital, LP 620.19%0.64%1.26%Q1 2018Q4 20218
MARYLAND CAPITAL ADVISORS INC. 880.26%0.28%0.31%Q4 2021Q3 20238
Running Point Capital Advisors, LLC 440.18%0.44%0.74%Q4 2020Q3 20238
Allspring Global Investments Holdings, LLC 880.16%0.24%0.35%Q4 2021Q3 20238
Quantitative Systematic Strategies LLC 510.16%0.34%0.88%Q2 2014Q1 20198
ARS Wealth Advisors Group, LLC 620.71%0.88%1.00%Q3 2021Q3 20238
Activest Wealth Management 610.44%0.50%0.62%Q1 2021Q3 20238
Richmond Brothers, Inc. 8810.05%11.99%15.05%Q4 2021Q3 20238
Carmel Capital Management L.L.C. 882.37%3.29%4.35%Q4 2021Q3 20238
PENN DAVIS MCFARLAND INC 710.05%0.06%0.08%Q3 2019Q3 20238
Twelve Points Wealth Management LLC 880.30%0.38%0.46%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.21%0.48%0.99%Q4 2021Q3 20238
Epic Trust Investment Advisors, LLC 880.50%0.67%0.87%Q4 2021Q3 20238
Treynor Bancshares, Inc. 881.15%1.38%1.83%Q4 2021Q3 20238
Choice Wealth Advisors, LLC 530.43%0.46%0.53%Q3 2021Q3 20238
CenterBook Partners LP 880.19%0.54%0.95%Q4 2021Q3 20238
PRIVATE CAPITAL MANAGEMENT INC 880.45%0.60%0.79%Q4 2015Q3 20178
Level Financial Advisors, Inc. 880.35%0.40%0.53%Q4 2021Q3 20238
Gordian Capital Singapore Pte Ltd 880.14%0.56%1.75%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.35%0.41%0.48%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.57%0.62%0.68%Q4 2021Q3 20238
FourThought Financial, LLC 880.19%0.24%0.30%Q4 2020Q3 20228
Alpine Global Management, LLC 310.08%0.42%1.11%Q4 2014Q2 20208
Keystone Financial Services 881.22%1.31%1.46%Q4 2021Q3 20238
Cerebellum GP, LLC 410.01%0.21%0.30%Q4 2017Q2 20208
Goodman Advisory Group, LLC 880.05%1.10%2.19%Q4 2021Q3 20238
Graham Holdings Co 8818.41%22.71%25.42%Q4 2021Q3 20238
Capitol Family Office, Inc. 881.58%4.65%7.36%Q4 2021Q3 20238
Caerus Investment Advisors, LLC 880.36%0.63%0.84%Q4 2021Q3 20238
EMERALD ADVISERS, LLC 880.05%0.08%0.09%Q2 2013Q1 20158
NewEdge Wealth, LLC 880.04%0.16%0.22%Q4 2021Q3 20238
Fermata Advisors, LLC 710.14%0.19%0.24%Q2 2021Q3 20238
Guardian Wealth Advisors, LLC 420.16%0.18%0.20%Q1 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.93%1.12%1.23%Q4 2021Q3 20238
SYNTAX ADVISORS, LLC 880.39%0.42%0.44%Q4 2021Q3 20238
FLYNN ZITO CAPITAL MANAGEMENT, LLC 880.42%0.50%0.59%Q4 2021Q3 20238
Opal Wealth Advisors, LLC 880.28%0.32%0.49%Q4 2021Q3 20238
Naviter Wealth, LLC 880.07%0.62%0.89%Q4 2021Q3 20238
South Shore Capital Advisors 880.57%1.15%1.64%Q4 2020Q3 20228
ARBOR CAPITAL MANAGEMENT INC /ADV 880.16%0.20%0.28%Q4 2021Q3 20238
NORTHSTAR CAPITAL MANAGEMENT LLC 880.68%0.77%0.89%Q4 2017Q3 20198
Alpha Family Trust 610.37%1.33%5.16%Q4 2020Q3 20238
WealthStone, Inc. 880.21%0.46%1.02%Q2 2019Q1 20218
Catalyst Capital Advisors LLC 310.01%0.07%0.28%Q1 2014Q2 20218
Stonehearth Capital Management, LLC 710.17%0.20%0.23%Q2 2020Q4 20238
West Family Investments, Inc. 420.38%0.49%0.66%Q2 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.36%0.44%0.53%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.43%0.48%0.59%Q4 2021Q3 20238
WC Walker & Associates, Inc. 880.12%0.15%0.20%Q1 2021Q4 20228
Desjardins Global Asset Management Inc. 880.07%0.27%0.75%Q4 2021Q3 20238
DC Investments Management, LLC 710.14%0.22%0.32%Q2 2018Q2 20208
Aft, Forsyth & Sober, LLC 710.08%0.58%0.73%Q4 2019Q3 20238
Buckingham Capital Management, Inc. 880.06%0.15%0.25%Q1 2020Q4 20218
PGIM Custom Harvest LLC 440.06%0.25%0.60%Q4 2020Q3 20238
Crown Wealth Group, LLC 880.65%0.88%1.20%Q4 2021Q3 20238
Brookfield Asset Management 310.00%0.01%0.03%Q2 2020Q2 20238
CONNABLE OFFICE INC 620.43%0.58%0.70%Q1 2015Q2 20208
FIRST COMMUNITY TRUST NA 881.05%1.34%1.49%Q4 2021Q3 20238
Georgetown University 885.15%6.18%7.24%Q4 2021Q3 20238
CAPITAL WEALTH MANAGEMENT, LLC 880.23%0.31%0.44%Q4 2017Q3 20198
LEO BROKERAGE, LLC 420.06%0.15%0.32%Q4 2020Q2 20238
Nikulski Financial, Inc. 510.09%0.12%0.22%Q4 2017Q3 20238
QCM Cayman, Ltd. 210.11%1.20%3.18%Q2 2016Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.10%0.20%0.71%Q4 2021Q3 20238
Nova R Wealth, Inc. 882.32%2.64%3.37%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.32%0.35%0.37%Q2 2013Q1 20158
Stordahl Capital Management, Inc. 710.09%0.14%0.17%Q4 2017Q1 20228
ENDEAVOUR CAPITAL ADVISORS INC 530.35%1.79%3.37%Q4 2014Q4 20168
FORT PITT CAPITAL GROUP INC 710.06%0.12%0.16%Q2 2013Q3 20158
PWMCO, LLC 886.41%8.68%10.92%Q2 2018Q1 20208
JAMISON EATON & WOOD INC /NJ 881.09%1.29%1.50%Q2 2013Q1 20158
CONTINENTAL INVESTORS SERVICES, INC. 881.30%1.50%1.98%Q4 2021Q3 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.62%0.74%0.90%Q2 2013Q1 20158
Joseph R. Weiss, LLC 517.62%34.62%67.06%Q1 2018Q3 20198
Heritage Financial Services, LLC 880.18%0.45%1.04%Q4 2021Q3 20238
Ziegler Capital Management, LLC 620.02%0.05%0.12%Q1 2021Q3 20238
JMG Financial Group, Ltd. 620.06%0.08%0.11%Q1 2020Q3 20238
Mondrian Investment Partners LTD 880.09%1.45%2.41%Q4 2021Q3 20238
Guardian Financial Partners, LLC 881.75%2.59%6.51%Q4 2021Q3 20238
Kimelman & Baird, LLC 880.07%0.08%0.09%Q2 2013Q1 20158
AMERICAN CAPITAL MANAGEMENT INC 410.02%0.02%0.05%Q4 2014Q2 20178
Shilanski & Associates, Inc. 710.09%0.61%1.56%Q2 2021Q3 20238
BIGLARI CAPITAL CORP. 880.22%5.12%16.30%Q1 2020Q4 20218
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 530.03%0.30%0.72%Q2 2013Q4 20168
BALTIMORE CAPITAL MANAGEMENT, INC 714.91%5.47%6.27%Q1 2017Q1 20198
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.03%0.06%0.14%Q4 2021Q3 20238
RESOURCE CONSULTING GROUP INC 880.14%0.19%0.26%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.20%0.23%0.26%Q3 2021Q2 20238
Palisades Hudson Asset Management, L.P. 610.09%0.14%0.18%Q1 2016Q4 20218
683 Capital Management, LLC 410.46%1.52%3.48%Q1 2014Q4 20208
BAIRD ROBERT W & CO INC /WI/ 881.09%1.21%1.32%Q2 2013Q1 20158
Dougherty Wealth Advisers LLC 530.02%0.16%0.32%Q4 2018Q3 20238
Southeastern Asset Management 710.02%2.09%3.17%Q2 2013Q1 20208
EverSource Wealth Advisors, LLC 880.11%0.21%0.47%Q4 2021Q3 20238
GIRARD SECURITIES, INC. 880.41%1.00%1.52%Q4 2015Q3 20178
OPTIONS SOLUTIONS, LLC 880.42%0.88%3.20%Q4 2021Q3 20238
Trustees of Columbia University in the City of New York 440.34%0.52%0.71%Q4 2020Q3 20238
ACUITY INVESTMENT MANAGEMENT INC 880.01%0.01%0.03%Q2 2013Q1 20158
Meritage Group LP 610.00%0.01%0.02%Q4 2019Q3 20228
Watermark Asset Management, Inc. 880.04%0.06%0.07%Q1 2017Q4 20188
Central Square Management LLC 410.64%3.55%6.07%Q2 2013Q1 20168
JCP Investment Management, LLC 883.80%6.87%9.70%Q4 2021Q3 20238
Global Financial Private Capital, Inc 510.00%0.18%0.33%Q3 2017Q2 20208
GUARDIAN INVESTOR SERVICES LLC 881.30%1.39%1.50%Q2 2013Q1 20158
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 530.00%0.49%0.92%Q2 2017Q3 20198
RiverFront Investment Group, LLC 880.03%0.17%0.69%Q4 2021Q3 20238
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 881.60%2.39%3.42%Q4 2016Q3 20188
Voleon Capital Management LP 530.56%9.89%23.40%Q4 2018Q2 20228
HORIZON BANCORP INC /IN/ 440.13%0.36%0.77%Q4 2019Q3 20238
Anson Funds Management LP 410.20%0.37%0.91%Q2 2020Q1 20238
Narus Financial Partners, LLC 710.18%0.48%0.62%Q3 2017Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.74%0.79%0.82%Q4 2014Q3 20168
FIDUCIARY SERVICES CORP/GA 881.42%1.52%1.62%Q2 2013Q1 20158
LWM Advisory Services, LLC 882.58%3.07%3.44%Q4 2021Q3 20238
Orbitronix, LP 551.10%1.52%1.75%Q2 2013Q2 20148
GQG Partners LLC 310.00%1.29%2.20%Q4 2016Q1 20238
Axiom Investment Management LLC 410.15%0.38%0.72%Q4 2018Q3 20228
Mizuho Securities Co. Ltd. 880.00%0.01%0.01%Q4 2020Q3 20228
AFFINITY INVESTMENT ADVISORS, LLC 880.23%0.30%0.40%Q4 2021Q3 20238
FIRST BUSINESS FINANCIAL SERVICES, INC. 880.03%0.04%0.05%Q4 2021Q3 20238
Jentner Corp 710.20%0.35%0.48%Q3 2019Q3 20238
AIA Group Ltd 880.02%0.10%0.30%Q2 2021Q1 20238
Lombard Odier Transatlantic Ltd 880.05%0.16%0.32%Q4 2014Q3 20168
RE Dickinson Investment Advisors, LLC 882.04%12.44%74.70%Q4 2021Q3 20238
TLP GROUP LLC 320.00%0.15%0.38%Q4 2015Q3 20188
PFS Partners, LLC 880.17%0.26%0.37%Q4 2021Q3 20238
TEXAS CAPITAL BANCSHARES INC/TX 710.12%0.20%0.27%Q1 2014Q1 20228
CJM Wealth Advisers, Ltd. 882.89%3.28%4.15%Q4 2021Q3 20238
National Wealth Management Group, LLC 881.41%1.84%2.55%Q4 2021Q3 20238
GANTZERT INVESTMENT CO LLC /ADV 884.01%4.38%4.81%Q4 2018Q3 20208
SILVERLAKE WEALTH MANAGEMENT LLC 880.42%0.62%0.72%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.96%1.43%1.74%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 885.64%6.51%7.22%Q4 2021Q3 20238
Stephens Consulting, LLC 881.88%3.01%4.09%Q4 2021Q3 20238
Hofer & Associates. Inc 880.65%0.83%1.07%Q4 2021Q3 20238
Principal Street Partners, LLC 530.15%0.21%0.38%Q2 2021Q3 20238
Mayfair Advisory Group, LLC 880.29%0.38%0.52%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 882.26%2.67%3.22%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.54%0.64%0.77%Q4 2021Q3 20238
TOBIAS FINANCIAL ADVISORS, INC. 610.04%0.21%1.20%Q4 2019Q3 20238
KilterHowling LLC 881.02%1.23%1.40%Q4 2021Q3 20238
Pinnacle Family Advisors, LLC 880.10%0.19%0.30%Q4 2021Q3 20238
Virtus Investment Advisers, Inc. 620.06%0.64%1.65%Q3 2016Q4 20228
GDS Wealth Management 880.05%0.06%0.09%Q4 2021Q3 20238
Tevis Investment Management 884.07%4.84%5.69%Q4 2021Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.10%0.13%0.17%Q4 2021Q3 20238
Presidio Capital Management, LLC 888.13%12.64%16.19%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.13%0.20%0.24%Q4 2021Q3 20238
WARNER FINANCIAL, INC 880.55%0.62%0.82%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.22%0.24%0.28%Q4 2021Q3 20238
Investmark Advisory Group LLC 880.50%0.57%0.67%Q4 2021Q3 20238
Lanham O'Dell & Company, Inc. 883.34%38.43%78.33%Q4 2021Q3 20238
PROVENCE WEALTH MANAGEMENT GROUP 880.36%0.75%1.15%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 881.71%1.88%2.04%Q4 2021Q3 20238
Elevated Capital Advisors, LLC 510.07%0.10%0.12%Q1 2021Q3 20238
FSC Wealth Advisors, LLC 880.17%0.93%2.26%Q4 2021Q3 20238
Sage Investment Advisers LLC 880.48%0.84%1.10%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.23%0.42%0.64%Q4 2021Q3 20238
Objective Capital Management, LLC 880.44%0.72%0.90%Q4 2021Q3 20238
West Wealth Group, LLC 880.12%0.13%0.15%Q4 2021Q3 20238
MAYPORT, LLC 880.27%0.30%0.33%Q4 2021Q3 20238
Paragon Private Wealth Management, LLC 880.72%1.06%1.26%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.20%0.26%0.32%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.10%0.17%Q4 2021Q3 20238
Index Fund Advisors, Inc. 880.04%0.06%0.15%Q4 2021Q3 20238
Montz Harcus Wealth Management LLC 880.70%0.80%0.88%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.69%0.73%0.79%Q4 2021Q3 20238
Mason & Associates Inc 880.11%0.41%1.08%Q4 2021Q3 20238
Longitude (Cayman) Ltd. 881.59%3.26%6.18%Q4 2020Q3 20228
Advanced Asset Management Advisors Inc 610.02%0.09%0.17%Q4 2017Q4 20228
Aspire Wealth Management Corp 880.33%0.35%0.38%Q4 2021Q3 20238
jvl associates llc 510.10%0.16%0.21%Q2 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.12%0.18%0.26%Q4 2021Q3 20238
Leeward Financial Partners, LLC 880.16%0.23%0.32%Q4 2021Q3 20238
Clay Northam Wealth Management, LLC 880.52%0.60%0.66%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.40%1.00%1.59%Q4 2021Q3 20238
Security Financial Services, INC. 880.14%0.20%0.29%Q4 2021Q3 20238
Lakeside Advisors, INC. 886.51%7.49%8.46%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.46%0.53%0.72%Q4 2021Q3 20238
Ascent Group, LLC 880.38%0.60%1.10%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.55%0.78%0.89%Q4 2021Q3 20238
Psagot Value Holdings Ltd. / (Israel) 620.00%0.00%0.00%Q3 2021Q3 20238
Resurgent Financial Advisors LLC 881.25%1.59%2.08%Q4 2021Q3 20238
Quent Capital, LLC 880.30%0.35%0.40%Q4 2021Q3 20238
McDonough Capital Management, Inc 883.92%4.99%5.78%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.20%0.27%0.31%Q4 2021Q3 20238
Capasso Planning Partners LLC 880.88%0.97%1.19%Q4 2021Q3 20238
SHAKESPEARE WEALTH MANAGEMENT, INC. 420.08%0.09%0.09%Q1 2021Q3 20238
Menard Financial Group LLC 440.17%0.36%0.64%Q2 2021Q2 20238
Forum Financial Management, LP 880.01%0.02%0.04%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.12%0.16%0.20%Q4 2021Q3 20238
Global Strategic Investment Solutions, LLC 510.01%0.03%0.04%Q3 2019Q3 20238
Family CFO Inc 880.88%1.06%1.39%Q4 2021Q3 20238
Autumn Glory Partners, LLC 881.39%2.54%3.15%Q4 2021Q3 20238
Meixler Investment Management, Ltd. 889.59%9.93%10.62%Q4 2021Q3 20238
Asio Capital, LLC 410.03%0.06%0.09%Q4 2019Q3 20238
Cladis Investment Advisory, LLC 880.92%1.04%1.12%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.36%0.60%0.77%Q4 2021Q3 20238
TCM Advisors, LLC 880.15%0.51%0.84%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 882.05%2.21%2.46%Q4 2021Q3 20238
Blooom, Inc. 880.30%0.44%0.81%Q4 2020Q3 20228
ETF Store, Inc. 880.18%0.20%0.24%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.79%1.02%1.28%Q4 2021Q3 20238
BEAM WEALTH ADVISORS, INC. 880.61%0.71%0.80%Q4 2019Q3 20218
Quadrature Capital Ltd 710.20%0.58%1.10%Q2 2021Q2 20238
Mendel Capital Management LLC 880.45%0.52%0.65%Q4 2021Q3 20238
Byrne Asset Management LLC 880.76%0.91%1.25%Q4 2021Q3 20238
LGT Fund Management Co Ltd. 880.40%1.69%3.35%Q4 2021Q3 20238
LGT Group Foundation 880.64%0.95%1.32%Q4 2021Q3 20238
HB Wealth Management, LLC 880.44%0.50%0.58%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 881.26%1.49%2.04%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.20%1.17%1.96%Q4 2021Q3 20238
Svenska Handelsbanken AB (publ) 621.56%3.96%5.31%Q1 2016Q4 20228
HFG Advisors, Inc. 880.26%0.30%0.34%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 880.24%0.30%0.39%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.78%1.35%1.76%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 881.03%1.20%1.33%Q4 2021Q3 20238
Benchmark Investment Advisors LLC 880.31%0.35%0.40%Q4 2021Q3 20238
Planning Center, Inc. 880.62%1.74%6.73%Q4 2021Q3 20238
Peachtree Investment Partners, LLC 620.36%0.71%1.70%Q4 2018Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.56%0.67%0.78%Q4 2021Q3 20238
VANCE WEALTH, INC. 881.35%1.98%3.85%Q4 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 881.19%2.22%2.77%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.40%0.57%0.69%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.08%0.16%0.28%Q4 2019Q3 20218
City State Bank 881.34%1.75%2.12%Q4 2021Q3 20238
Horizon Family Wealth, Inc. 880.47%0.74%0.84%Q4 2021Q3 20238
Bryant Woods Investment Advisors, LLC 880.73%0.81%0.94%Q4 2021Q3 20238
MACRO Consulting Group 620.55%1.01%1.22%Q4 2018Q2 20218
REDMONT WEALTH ADVISORS LLC 880.32%0.84%1.61%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.67%0.89%1.40%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 881.28%1.44%1.71%Q4 2021Q3 20238
Burleson & Company, LLC 880.04%1.19%2.40%Q1 2021Q4 20228
GUERRA PAN ADVISORS, LLC 880.91%1.16%1.32%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 880.18%5.30%7.16%Q4 2021Q3 20238
Intrinsic Value Partners, LLC 8815.08%15.97%16.95%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.42%0.49%0.59%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 882.26%2.45%2.72%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 880.27%0.35%0.58%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.96%1.41%2.11%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.05%0.07%0.12%Q4 2021Q3 20238
Chemistry Wealth Management LLC 880.52%10.20%12.71%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.35%0.40%0.46%Q4 2021Q3 20238
Meridian Financial Partners LLC 710.12%0.75%0.98%Q4 2018Q2 20238
CARL STUART INVESTMENT ADVISOR, INC 880.30%0.59%0.80%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.34%0.49%0.58%Q4 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 880.30%1.38%1.86%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.13%0.15%0.19%Q4 2021Q3 20238
Lauterbach Financial Advisors, LLC 880.27%0.30%0.36%Q4 2021Q3 20238
Quaker Capital Investments, LLC 710.06%0.07%0.08%Q2 2015Q3 20238
WEALTHSPAN PARTNERS, LLC 880.62%0.74%0.88%Q4 2021Q3 20238
Capital Market Strategies LLC 530.61%0.91%1.07%Q4 2021Q4 20238
DENVER WEALTH MANAGEMENT, INC. 610.40%0.52%0.62%Q1 2021Q3 20238
Zullo Investment Group, Inc. 880.78%1.04%1.18%Q4 2021Q3 20238
Operose Advisors LLC 880.04%0.12%0.28%Q4 2021Q3 20238
New Millennium Group LLC 880.38%0.85%1.38%Q4 2021Q3 20238
Insight Inv LLC 881.48%1.62%1.78%Q4 2021Q3 20238
Towercrest Capital Management 620.09%0.13%0.17%Q4 2018Q1 20218
HERBST GROUP, LLC 882.04%2.43%2.71%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.06%0.14%0.21%Q4 2021Q3 20238
Carson Advisory Inc. 883.60%4.04%4.63%Q4 2021Q3 20238
Gould Capital, LLC 882.28%2.51%2.83%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.26%0.31%0.34%Q4 2021Q3 20238
KENFARB & CO. 880.01%0.01%0.01%Q4 2021Q3 20238
Gouws Capital LLC 880.50%0.55%0.59%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.97%1.54%1.93%Q4 2021Q3 20238
Allie Family Office LLC 880.20%0.22%0.25%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.92%1.05%1.34%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 8810.67%12.61%15.60%Q4 2021Q3 20238
Vise Technologies, Inc. 880.30%0.81%1.05%Q4 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.88%1.06%1.45%Q4 2021Q3 20238
Laraway Financial Advisors Inc 881.88%2.11%2.34%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 881.25%1.95%2.53%Q4 2021Q3 20238
Stone Point Wealth LLC 880.18%0.24%0.36%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.25%0.37%0.48%Q4 2021Q3 20238
Noked Israel Ltd 520.23%0.58%1.58%Q1 2019Q4 20227
Tikehau Investment Management 773.20%7.96%14.38%Q4 2019Q2 20217
Winthrop Partners - WNY, LLC 770.07%0.11%0.14%Q1 2018Q3 20197
BLUE SQUARE ASSET MANAGEMENT, LLC 410.09%0.15%0.20%Q2 2020Q3 20237
Rinkey Investments 430.30%0.43%0.65%Q4 2021Q3 20237
Athanor Capital, LP 510.60%2.36%4.33%Q1 2019Q1 20217
Financial Strategies Group, Inc. 770.42%0.82%1.30%Q1 2022Q3 20237
Rudd International, Inc. 770.13%0.21%0.30%Q4 2018Q2 20207
AAF Wealth Management, LLC 610.25%0.28%0.31%Q3 2021Q3 20237
Fulcrum Capital LLC 410.05%0.18%0.28%Q3 2020Q3 20237
TCF National Bank 770.21%0.24%0.34%Q3 2019Q1 20217
Savior LLC 770.04%0.05%0.07%Q4 2019Q2 20217
Peterson Wealth Advisors, LLC 520.07%0.08%0.09%Q4 2021Q3 20237
WASHBURN CAPITAL MANAGEMENT, INC. 770.42%0.49%0.55%Q1 2022Q3 20237
CORBETT ROAD CAPITAL MANAGEMENT, LLC 610.49%0.67%1.02%Q4 2019Q2 20227
Secure Asset Management, LLC 770.12%0.21%0.36%Q1 2022Q3 20237
CGOV Asset Management 770.03%0.05%0.10%Q3 2016Q1 20187
TTP Investments, Inc. 610.90%5.98%34.99%Q4 2018Q3 20237
Circle Road Advisors LP 524.53%6.63%9.37%Q4 2017Q4 20197
Independence Advisors, LLC 410.10%0.11%0.13%Q3 2016Q3 20207
Houlihan Financial Resource Group, Ltd. 310.16%0.27%0.54%Q4 2019Q3 20237
20/20 Capital Management, Inc. 770.91%1.28%1.51%Q4 2019Q2 20217
FSA Wealth Management LLC 310.01%0.07%0.16%Q4 2019Q3 20237
Sendero Wealth Management, LLC 520.12%0.45%1.05%Q4 2021Q3 20237
WEALTH ADVISORS, INC. 770.14%0.17%0.23%Q1 2022Q3 20237
Lebenthal Holdings,LLC 770.16%0.31%0.43%Q4 2014Q2 20167
First Pacific Financial 770.14%0.34%0.44%Q1 2022Q3 20237
Trexquant Investment LP 310.04%0.18%0.38%Q3 2019Q2 20237
Onyx Bridge Wealth Group LLC 770.11%0.19%0.28%Q1 2022Q3 20237
MAGNOLIA GROUP, LLC 214.92%8.10%13.13%Q4 2015Q4 20217
GVO Asset Management Ltd 777.38%16.07%19.56%Q2 2014Q4 20157
Rockbridge Investment Management, LCC 770.10%0.12%0.14%Q2 2020Q4 20217
BECK CAPITAL MANAGEMENT, LLC 770.08%0.18%0.27%Q2 2014Q4 20157
Berkshire Bank 520.06%0.06%0.07%Q4 2021Q3 20237
SEAVIEW INVESTMENT MANAGERS LLC 520.02%1.79%2.63%Q3 2020Q3 20237
SOUTH GEORGIA CAPITAL, LLC 770.11%0.29%0.41%Q4 2013Q2 20157
HERITAGE WEALTH MANAGEMENT, LLC 430.14%0.18%0.28%Q1 2021Q4 20227
Fusion Investment Group, LLC 430.03%0.27%0.78%Q1 2014Q4 20157
CLARK ESTATES INC/NY 770.75%0.86%1.05%Q2 2020Q4 20217
Orbis Investment Management (U.S.), L.P. 771.50%5.37%8.31%Q2 2016Q4 20177
Birchcreek Wealth Management, LLC 610.12%0.28%0.39%Q4 2020Q3 20237
Penserra Capital Management LLC 410.00%0.07%0.11%Q3 2018Q3 20237
Coulter & Justus Financial Services, LLC 619.93%11.02%12.45%Q4 2021Q3 20237
Edge Advisors, LLC 770.60%0.71%0.74%Q4 2016Q2 20187
Alaska Permanent Fund Corp 520.01%0.24%0.46%Q4 2021Q3 20237
GRIES FINANCIAL LLC 430.10%0.16%0.25%Q1 2021Q3 20237
Boyle Capital Management, L.L.C. 610.47%5.06%9.37%Q2 2013Q3 20167
F&V Capital Management, LLC 770.12%0.16%0.22%Q2 2020Q4 20217
NINE MASTS CAPITAL Ltd 220.00%1.29%4.89%Q3 2018Q1 20237
Accretive Wealth Partners, LLC 410.14%0.15%0.16%Q2 2021Q3 20237
OneAscent Wealth Management LLC 310.11%0.40%1.44%Q4 2020Q3 20237
Sensible Financial Planning & Management, LLC. 610.05%0.10%0.19%Q4 2014Q3 20167
Interchange Capital Partners, LLC 430.19%0.49%1.02%Q4 2020Q3 20237
Airain ltd 210.02%0.16%0.38%Q3 2013Q2 20177
Round Rock Advisors, LLC 770.29%0.31%0.34%Q1 2022Q3 20237
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 510.04%1.43%2.71%Q4 2020Q1 20237
Dalal Street 430.18%1.48%3.54%Q1 2014Q2 20167
Windsor Capital Management, LLC 410.04%0.08%0.10%Q2 2013Q3 20237
Madden Advisory Services, Inc. 410.03%0.05%0.08%Q1 2014Q1 20177
Callan Capital, LLC 610.05%0.10%0.15%Q4 2019Q3 20237
Capital Group Private Client Services, Inc. 770.00%0.02%0.02%Q3 2021Q1 20237
Visionary Asset Management, Inc. 770.07%0.11%0.16%Q2 2017Q4 20187
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.28%0.44%0.52%Q1 2022Q3 20237
MOTIVE WEALTH ADVISORS 770.17%0.40%0.58%Q1 2022Q3 20237
Householder Group Estate & Retirement Specialist, LLC 610.56%0.94%2.54%Q4 2021Q3 20237
Lifeworks Advisors, LLC 430.12%0.18%0.29%Q4 2021Q3 20237
US Asset Management LLC 430.30%0.36%0.41%Q3 2021Q2 20237
Heirloom Wealth Management 434.95%5.92%7.50%Q4 2021Q3 20237
McElhenny Sheffield Capital Management, LLC 430.04%0.33%0.49%Q3 2021Q3 20237
Ardent Capital Management, Inc. 5227.58%31.43%33.89%Q4 2021Q3 20237
Kames Capital Management Ltd 770.08%0.13%0.20%Q2 2013Q4 20147
MBB PUBLIC MARKETS I LLC 610.02%0.04%0.07%Q4 2021Q3 20237
Washington Trust Advisors, Inc. 520.01%0.71%2.71%Q4 2021Q3 20237
Capricorn Fund Managers Ltd 770.75%1.30%2.25%Q1 2022Q3 20237
Trevian Wealth Management LLC 610.36%0.39%0.43%Q4 2021Q3 20237
NORTHCAPE WEALTH MANAGEMENT, LLC 430.14%0.20%0.34%Q4 2021Q3 20237
INTEGRAL INVESTMENT ADVISORS, INC. 610.18%0.23%0.25%Q4 2021Q3 20237
Wick Capital Partners, LLC 770.15%0.22%0.29%Q1 2022Q3 20237
Manhattan West Asset Management, LLC 770.69%0.91%1.13%Q1 2022Q3 20237
Morling Financial Advisors, LLC 430.21%0.27%0.34%Q4 2021Q3 20237
SAXON INTERESTS, INC. 770.23%0.50%1.71%Q1 2022Q3 20237
Wealth Management Solutions, LLC 610.14%0.16%0.22%Q4 2021Q3 20237
Aspire Capital Advisors LLC 770.64%0.79%1.20%Q1 2022Q3 20237
American Planning Services, Inc. 430.73%5.36%12.00%Q4 2021Q3 20237
Scissortail Wealth Management, LLC 430.26%0.63%0.97%Q4 2021Q3 20237
1620 INVESTMENT ADVISORS, INC. 770.53%0.60%0.64%Q4 2021Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.23%0.28%0.35%Q1 2022Q3 20237
Eagle Strategies LLC 520.10%0.12%0.15%Q4 2021Q3 20237
SFG Wealth Management, LLC. 430.25%0.28%0.31%Q4 2021Q3 20237
NEIRG Wealth Management, LLC 770.04%0.63%0.92%Q4 2021Q2 20237
Next Level Private LLC 520.44%1.90%10.20%Q4 2021Q3 20237
Axiom Advisory, LLC 430.18%0.22%0.25%Q4 2021Q3 20237
Granite Bay Wealth Management, LLC 613.06%3.70%4.57%Q4 2021Q3 20237
Raleigh Capital Management Inc. 770.14%0.16%0.21%Q1 2022Q3 20237
Tyler-Stone Wealth Management 521.65%1.85%1.94%Q4 2021Q3 20237
apricus wealth, LLC 770.21%0.25%0.29%Q1 2022Q3 20237
Nvest Financial, LLC 773.60%4.19%4.85%Q1 2022Q3 20237
My Personal CFO, LLC 432.44%2.76%3.35%Q4 2021Q3 20237
Alley Investment Management Company, LLC 771.19%1.25%1.34%Q1 2022Q3 20237
Cyrus J. Lawrence, LLC 770.03%0.27%0.37%Q1 2022Q3 20237
Athena Investment Management 770.73%0.77%0.82%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.18%0.19%0.21%Q1 2022Q3 20237
Safeguard Financial, LLC 770.36%0.50%0.88%Q1 2022Q3 20237
BKA Wealth Consulting, Inc. 770.75%0.84%0.92%Q1 2022Q3 20237
Ledge Wealth Management, Inc. 771.11%1.23%1.37%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.59%0.65%0.71%Q1 2022Q3 20237
Redwood Financial Network Corp 770.49%0.54%0.60%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 771.32%1.40%1.50%Q1 2022Q3 20237
Eisler Capital (US) LLC 330.03%0.18%0.35%Q1 2023Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.19%0.25%0.32%Q1 2022Q3 20237
WealthPlan Investment Management, LLC 611.42%2.29%2.90%Q1 2022Q4 20237
SUTTON PLACE INVESTORS LLC 770.31%0.36%0.40%Q1 2022Q3 20237
RETIREMENT GUYS FORMULA LLC 770.29%0.68%0.93%Q1 2022Q3 20237
Greenfield Savings Bank 770.54%0.60%0.68%Q2 2022Q4 20237
Horizons Wealth Management 770.32%0.35%0.36%Q2 2022Q4 20237
Three Bridge Wealth Advisors, LLC 770.61%0.81%0.96%Q1 2022Q3 20237
ETFIDEA, LLC 770.42%0.45%0.48%Q1 2022Q3 20237
Garden State Investment Advisory Services LLC 440.04%0.69%1.38%Q4 2022Q3 20237
Walker Financial Services, Inc. 771.78%2.12%2.34%Q1 2022Q3 20237
Northeast Financial Group, Inc. 610.14%0.16%0.22%Q4 2020Q3 20237
Bensler, LLC 770.25%0.28%0.34%Q1 2022Q3 20237
Borer Denton & Associates, Inc. 775.96%6.37%6.87%Q1 2022Q3 20237
Advance Capital Management, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
New England Investment & Retirement Group, Inc. 770.05%0.05%0.06%Q1 2020Q3 20217
PFS INVESTMENTS INC. 770.01%0.02%0.02%Q4 2021Q2 20237
First Western Trust Bank 770.08%0.09%0.09%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 771.37%1.47%1.55%Q1 2022Q3 20237
JCIC Asset Management Inc. 770.00%0.00%0.00%Q3 2014Q1 20167
MDE Group 520.04%0.05%0.06%Q2 2013Q1 20157
Dominick & Dominick LLC 770.47%0.51%0.55%Q2 2013Q4 20147
SHAPIRO ROBERT N 771.09%1.17%1.35%Q2 2013Q4 20147
OXFORD ASSET MANAGEMENT LLP 310.01%0.09%0.23%Q3 2013Q2 20197
Argent Advisors, Inc. 410.03%0.13%0.26%Q4 2019Q3 20237
Hikari Tsushin, Inc. 770.08%0.41%0.68%Q1 2022Q3 20237
EAGLE ASSET MANAGEMENT INC 770.01%0.01%0.01%Q4 2018Q2 20207
Employers Holdings, Inc. 770.95%1.18%1.66%Q3 2019Q1 20217
COUNTRY CLUB BANK /GFN 771.68%1.93%2.15%Q1 2022Q3 20237
FOUNDERS BANK & TRUST 770.05%0.14%0.22%Q2 2013Q4 20147
Leith Wheeler Investment Counsel Ltd. 770.03%0.12%0.16%Q4 2020Q2 20227
Patriot Wealth Management, Inc. 770.85%1.18%1.33%Q2 2017Q4 20187
Polar Asset Management Partners Inc. 310.01%0.30%0.60%Q4 2016Q4 20217
Li Winifred I 771.15%1.29%1.55%Q2 2013Q4 20147
Placemark Investments, Inc. 770.27%0.49%0.70%Q2 2013Q4 20147
L.M. KOHN & COMPANY 771.74%1.87%2.01%Q1 2022Q3 20237
CONCORD ASSET MANAGEMENT LLC 773.53%3.78%4.03%Q2 2013Q4 20147
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 520.14%0.15%0.17%Q2 2013Q1 20177
FIDUCIARY COUNSELLING INC 410.05%0.97%3.29%Q4 2018Q1 20237
RELIANCE TRUST CO 770.30%0.49%0.59%Q2 2013Q4 20147
Zions Trust, National Association 770.18%0.19%0.21%Q2 2013Q4 20147
ASCEND CAPITAL, LLC 520.52%1.09%1.54%Q2 2013Q1 20157
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 770.02%0.88%1.42%Q1 2021Q3 20227
DAVIDSON INVESTMENT ADVISORS 610.00%0.01%0.02%Q2 2015Q2 20177
NEW ENGLAND SECURITIES CORP /MA/ 770.20%0.22%0.26%Q2 2013Q4 20147
Itau Unibanco Holding S.A. 310.00%0.01%0.01%Q3 2016Q3 20237
NORTHSTAR INVESTMENT ADVISORS LLC 210.08%0.42%1.25%Q3 2013Q2 20217
HARVEST CAPITAL MANAGEMENT INC 770.07%0.07%0.08%Q4 2017Q2 20197
Cooperatieve Rabobank U.A. 770.36%0.82%1.52%Q2 2013Q4 20147
WULFF, HANSEN & CO. 520.94%1.61%2.02%Q4 2021Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.14%0.24%0.44%Q1 2022Q3 20237
Flossbach von Storch AG Zurich 774.18%5.73%8.27%Q4 2018Q2 20207
London & Capital Asset Management Ltd 770.06%0.10%0.22%Q4 2018Q2 20207
Landmark Bank 770.57%1.43%1.81%Q2 2018Q4 20197
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 770.32%0.36%0.40%Q4 2018Q2 20207
My Legacy Advisors, LLC 770.60%0.66%0.75%Q1 2022Q3 20237
Schooner Investment Group, LLC. 331.38%1.93%2.84%Q1 2015Q3 20166
Anson Capital, Inc. 660.40%0.52%0.68%Q4 2021Q1 20236
F3Logic, LLC 310.02%0.06%0.09%Q1 2019Q4 20226
Private Capital Management, LLC 420.03%0.04%0.04%Q1 2022Q3 20236
Itau USA Asset Management Inc. 660.06%0.08%0.09%Q2 2013Q3 20146
FSM Wealth Advisors, LLC 661.06%1.16%1.45%Q2 2022Q3 20236
6 Meridian 420.15%0.35%0.76%Q3 2018Q4 20216
Wood Investment Counsel LLC 660.69%0.78%0.86%Q2 2013Q3 20146
Bordeaux Wealth Advisors LLC 660.33%0.43%0.57%Q4 2020Q1 20226
Point View Wealth Management, Inc. 210.08%0.12%0.16%Q1 2017Q4 20206
Azimuth Capital Investment Management LLC 660.24%0.28%0.33%Q2 2022Q3 20236
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 660.79%0.89%0.99%Q2 2015Q3 20166
Capula Management Ltd 220.01%0.02%0.08%Q2 2021Q1 20236
DERBY & COMPANY, INC 510.05%0.07%0.15%Q2 2018Q3 20216
Diversified, LLC 510.08%0.30%0.43%Q4 2020Q3 20236
Karn, Couzens & Associates, Inc. 661.61%1.70%1.82%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.09%0.11%0.14%Q4 2020Q1 20226
CHASE INVESTMENT COUNSEL CORP 420.08%0.44%2.09%Q4 2021Q3 20236
PEG CAPITAL MANAGEMENT INC /NH/ 660.11%0.13%0.14%Q2 2013Q3 20146
Noked Capital LTD 420.22%0.37%0.53%Q1 2019Q3 20226
Quantum Financial Advisors, LLC 660.13%0.17%0.23%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.15%0.21%0.28%Q4 2020Q1 20226
Glacier Peak Capital LLC 662.06%3.15%3.66%Q2 2018Q3 20196
Ativo Capital Management LLC 510.51%0.79%1.10%Q1 2020Q2 20226
Retirement Solution Inc. 660.27%0.43%0.72%Q2 2021Q3 20226
Strategic Equity Management 420.06%0.08%0.09%Q4 2021Q3 20236
Glassy Mountain Advisors, Inc. 314.75%5.08%5.63%Q4 2021Q3 20236
Seven Springs Wealth Group, LLC 660.01%0.02%0.02%Q4 2019Q1 20216
Blue Trust, Inc. 660.10%0.11%0.12%Q2 2022Q3 20236
Beaumont Asset Management, L.L.C. 420.18%0.65%1.57%Q4 2019Q3 20236
CAPITAL INSIGHT PARTNERS, LLC 420.04%0.07%0.08%Q4 2021Q3 20236
Legacy Financial Group LLC 310.84%0.91%1.08%Q1 2021Q3 20236
OUTFITTER FINANCIAL LLC 660.19%0.37%0.88%Q4 2020Q1 20226
Delphia (USA) Inc. 660.46%0.55%0.66%Q4 2021Q1 20236
ARS Investment Partners, LLC 660.12%0.13%0.13%Q4 2016Q1 20186
Verde Servicos Internacionais S.A. 510.85%1.86%3.48%Q3 2018Q1 20216
HARVEST VOLATILITY MANAGEMENT LLC 660.06%0.07%0.09%Q1 2022Q2 20236
ETF MANAGERS GROUP, LLC 420.01%0.02%0.03%Q2 2020Q2 20226
Industrial Alliance Investment Management Inc. 420.00%0.01%0.04%Q1 2022Q3 20236
Capitolis Advisors LLC 660.02%0.91%1.97%Q4 2020Q1 20226
Coombe, Bender & Co LLC 660.35%0.38%0.42%Q2 2022Q3 20236
CFS Investment Advisory Services, LLC 410.02%0.16%0.32%Q4 2020Q3 20236
MAPLE SECURITIES USA INC 330.02%0.06%0.11%Q3 2013Q3 20156
GUARDIAN WEALTH ADVISORS, LLC / NC 660.42%0.50%0.64%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.03%0.03%0.03%Q2 2013Q3 20146
Quad-Cities Investment Group, LLC 660.03%0.03%0.04%Q2 2018Q3 20196
NWK Group, Inc. 660.02%0.04%0.07%Q4 2019Q1 20216
MARIPAU WEALTH MANAGEMENT LLC 510.20%0.25%0.39%Q4 2021Q3 20236
Banyan Partners, LLC 660.05%0.06%0.10%Q2 2013Q3 20146
EdgeRock Capital LLC 660.14%0.16%0.24%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.80%0.88%0.98%Q2 2022Q3 20236
Francis Financial, Inc. 660.33%0.47%0.60%Q2 2022Q3 20236
Varma Mutual Pension Insurance Co 660.04%0.06%0.07%Q2 2020Q3 20216
Bank of Kentucky, Inc. 310.01%0.02%0.03%Q2 2013Q1 20156
17 CAPITAL PARTNERS, LLC 660.21%0.25%0.29%Q2 2021Q3 20226
Covenant Multifamily Offices, LLC 310.01%0.14%0.21%Q4 2015Q3 20216
abrdn Investment Management Ltd 660.02%0.04%0.05%Q3 2013Q4 20146
Echo45 Advisors LLC 420.20%0.24%0.29%Q4 2021Q3 20236
MYDA Advisors LLC 412.76%4.42%6.09%Q3 2019Q1 20236
Ignite Planners, LLC 420.49%0.56%0.62%Q4 2021Q3 20236
Union Bancaire Privee Asset Management LLC 661.51%1.97%2.91%Q4 2018Q1 20206
Nadler Financial Group, Inc. 660.60%0.65%0.70%Q2 2022Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 661.06%1.78%2.16%Q2 2015Q3 20166
Bridge Advisory, LLC 660.14%0.17%0.26%Q2 2022Q3 20236
McBroom & Associates, LLC 660.88%1.12%1.31%Q3 2022Q4 20236
Crosspoint Capital Strategies, LLC 510.25%1.56%3.31%Q4 2013Q3 20156
INTECH INVESTMENT MANAGEMENT LLC 660.23%0.47%0.59%Q2 2022Q3 20236
Czech National Bank 661.60%1.66%1.78%Q3 2022Q4 20236
CYPRESS FINANCIAL PLANNING LLC 660.58%0.64%0.73%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 661.02%1.08%1.12%Q2 2022Q3 20236
NORTHWESTERN UNIVERSITY 664.40%4.73%5.12%Q1 2019Q2 20206
Robbins Farley 660.02%0.03%0.03%Q1 2021Q2 20226
CAXTON ASSOCIATES LP 510.01%0.15%0.34%Q2 2017Q2 20226
Obsidian Personal Planning Solutions LLC 660.61%0.78%1.06%Q2 2022Q3 20236
Taal Capital Management LP 666.82%14.45%17.20%Q1 2020Q2 20216
Cascadia Advisory Services, LLC 310.54%0.62%0.66%Q4 2019Q3 20216
Princeton Alpha Management LP 210.06%0.12%0.20%Q1 2014Q1 20176
Legacy Wealth Partners, Inc. 660.38%0.58%0.88%Q1 2020Q2 20216
HPC Germany GmbH & Co. KG 663.88%4.35%4.80%Q1 2022Q2 20236
CANTOR FITZGERALD, L. P. 660.00%0.02%0.03%Q2 2022Q3 20236
PETERSON WEALTH MANAGEMENT 660.69%0.85%0.98%Q2 2022Q3 20236
PRIMORIS WEALTH ADVISORS, LLC 660.52%0.84%1.15%Q2 2022Q3 20236
Refined Wealth Management 420.16%0.20%0.22%Q4 2021Q3 20236
Stifel Trust Company, N.A. 661.14%1.23%1.33%Q2 2013Q3 20146
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.22%0.25%0.32%Q2 2013Q3 20146
Crestmont Private Wealth LLC 420.00%0.22%0.28%Q1 2022Q3 20236
TOBAM 660.00%0.00%0.01%Q3 2020Q4 20216
Truadvice, LLC 510.05%0.23%0.41%Q2 2021Q3 20236
Bluefin Trading, LLC 210.00%0.10%0.22%Q2 2013Q3 20196
ELCO Management Co., LLC 660.19%0.21%0.23%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 662.39%2.65%2.97%Q2 2013Q3 20146
Alerus Investment Advisors Corp 660.65%0.84%1.05%Q4 2013Q1 20156
Capital Impact Advisors, LLC 660.02%0.29%0.39%Q1 2016Q2 20176
TT International Asset Management LTD 420.58%1.11%2.05%Q1 2020Q3 20216
ELEMENT CAPITAL MANAGEMENT LLC 510.03%0.19%0.38%Q2 2015Q3 20196
Emerson Wealth, LLC 660.00%0.02%0.07%Q1 2021Q2 20226
HNP Capital LLC 510.10%0.14%0.21%Q1 2020Q4 20216
Oxinas Partners Wealth Management LLC 420.12%0.15%0.18%Q4 2021Q3 20236
LEVEL FOUR FINANCIAL, LLC 440.00%0.34%0.59%Q4 2020Q3 20216
1919 Investment Counsel, LLC 660.19%0.20%0.23%Q2 2013Q3 20146
Clarus Wealth Advisors 510.03%0.12%0.47%Q2 2018Q1 20236
Arthur Zaske & Associates, LLC 661.75%2.78%3.90%Q3 2016Q4 20176
WCG Wealth Advisors LLC 410.08%0.99%1.46%Q2 2022Q3 20236
Coston, McIsaac & Partners 663.13%3.53%4.10%Q2 2022Q3 20236
Amitell Capital Pte Ltd 661.90%2.26%2.67%Q4 2020Q1 20226
Lloyds Banking Group plc 660.94%1.09%1.26%Q2 2013Q3 20146
Edmond de Rothschild (Europe) 663.16%3.92%4.75%Q2 2015Q3 20166
AFAM CAPITAL, INC. 660.04%0.05%0.06%Q2 2017Q3 20186
PROFESSIONAL PLANNING 410.76%1.08%2.46%Q1 2019Q3 20216
Pensionfund Sabic 661.23%1.28%1.36%Q1 2021Q2 20226
Independent Portfolio Consultants, Inc. 510.00%0.01%0.02%Q2 2014Q4 20166
Worth Asset Management, LLC 660.03%0.20%1.04%Q1 2022Q2 20236
UNIO CAPITAL LLC 660.16%0.17%0.19%Q4 2017Q1 20196
Schubert & Co 660.02%0.03%0.05%Q4 2021Q1 20236
PHILLIPS FINANCIAL MANAGEMENT, LLC 510.04%0.05%0.07%Q1 2022Q3 20236
Benchmark Capital Advisors 660.32%0.37%0.47%Q3 2017Q4 20186
Leucadia National 440.00%0.06%0.17%Q4 2022Q3 20236
SENTINEL PENSION ADVISORS INC 410.07%0.12%0.20%Q3 2020Q3 20226
PCG Wealth Advisors, LLC 510.12%0.13%0.14%Q1 2022Q3 20236
SEI TRUST CO 660.03%0.03%0.04%Q2 2013Q3 20146
Bellwether Investment Group, LLC 510.52%1.02%1.50%Q2 2016Q4 20176
Capital International Sarl 660.02%0.06%0.08%Q4 2019Q1 20216
Lansing Street Advisors 660.00%0.00%0.01%Q1 2022Q2 20236
COMPASS FINANCIAL ADVISORS LLC 660.28%0.32%0.34%Q4 2021Q1 20236
B, B, H, & B INC. 662.01%2.64%3.38%Q4 2020Q1 20226
ICA Group Wealth Management, LLC 330.36%0.40%0.48%Q1 2022Q3 20236
Corsicana & Co. 660.26%0.32%0.38%Q2 2021Q3 20226
VALLEY NATIONAL BANCORP 550.09%0.31%0.99%Q4 2013Q4 20145
CFS, LLC 550.60%0.67%0.70%Q2 2013Q2 20145
Eisler Capital (UK) Ltd. 220.00%0.06%0.20%Q2 2023Q3 20235
National Investment Services of America, LLC 552.87%3.05%3.28%Q4 2019Q4 20205
MANNING & NAPIER ADVISORS LLC 550.01%0.01%0.01%Q1 2014Q1 20155
Orinda Asset Management LLC 412.05%2.32%2.56%Q2 2013Q3 20145
General Partner, Inc. 551.90%2.14%2.50%Q4 2022Q4 20235
Sycale Advisors (NY) LLC 210.84%4.79%8.23%Q4 2019Q1 20235
RESOLUTE FINANCIAL, LLC 552.12%2.76%3.28%Q4 2021Q4 20225
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 320.07%0.45%0.73%Q2 2015Q3 20235
AIA Investment Management Private Ltd 550.00%0.00%0.00%Q3 2019Q3 20205
Odey Holdings AG 554.06%5.57%6.47%Q1 2020Q1 20215
CONSILIO WEALTH ADVISORS, LLC 550.19%0.22%0.28%Q3 2022Q3 20235
DRIEHAUS CAPITAL MANAGEMENT LLC 210.00%0.00%0.01%Q2 2021Q3 20235
FIRST HORIZON CORP 410.05%0.08%0.15%Q2 2013Q2 20215
YORKVILLE CAPITAL MANAGEMENT, LLC 550.49%0.68%0.80%Q4 2016Q4 20175
Ohio National Investments, Inc. 411.02%1.08%1.13%Q3 2014Q1 20165
MAVERICK CAPITAL LTD 210.00%0.01%0.02%Q1 2020Q3 20235
Colony Family Offices, LLC 410.04%0.33%0.43%Q1 2021Q1 20235
Kessler Investment Group, LLC 550.09%0.11%0.12%Q4 2017Q4 20185
Standard Family Office LLC 410.02%0.11%0.17%Q4 2020Q3 20225
Lebenthal Asset Management, LLC 550.33%0.48%0.90%Q1 2016Q1 20175
WEST MICHIGAN ADVISORS, LLC 410.11%0.16%0.18%Q1 2022Q3 20235
Signature Wealth Management Group 410.05%0.06%0.10%Q4 2017Q2 20235
Ameliora Wealth Management Ltd. 550.03%0.04%0.04%Q3 2022Q3 20235
Teewinot Capital Advisers, L.L.C. 553.51%4.06%4.80%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.24%0.27%0.29%Q3 2022Q3 20235
Alta Advisers Ltd 550.77%0.88%1.00%Q3 2022Q3 20235
RAM Investment Partners, LLC 550.28%0.33%0.38%Q4 2022Q4 20235
West Financial Advisors, LLC 550.02%0.03%0.06%Q3 2022Q3 20235
Paradigm Capital Management, LLC/NV 554.18%5.12%6.38%Q4 2021Q4 20225
Baron Wealth Management LLC 550.21%0.23%0.25%Q4 2022Q4 20235
First International Bank & Trust 550.09%0.14%0.18%Q3 2022Q3 20235
MQS Management LLC 210.14%0.56%0.79%Q4 2021Q3 20235
Unconventional Investor, LLC 5515.51%16.81%17.51%Q3 2022Q3 20235
Compass Wealth Management LLC 550.11%0.11%0.12%Q4 2022Q4 20235
Compass Financial Group, INC/SD 550.77%0.81%0.85%Q4 2022Q4 20235
B.O.S.S. Retirement Advisors, LLC 550.84%0.91%0.99%Q4 2022Q4 20235
Corton Capital Inc. 410.23%0.41%0.64%Q2 2022Q3 20235
GRAYHAWK INVESTMENT STRATEGIES INC. 320.12%0.16%0.19%Q2 2022Q3 20235
SYSTEMATIC FINANCIAL MANAGEMENT LP 550.00%0.15%0.21%Q3 2018Q3 20195
WealthSpring Partners, LLC 552.96%3.07%3.25%Q3 2022Q3 20235
Red Tortoise LLC 410.08%0.08%0.08%Q3 2021Q3 20235
Sowa Financial Group, Inc. 550.06%0.07%0.08%Q4 2019Q4 20205
Gupta Wealth Management LLC 550.44%0.58%0.68%Q1 2015Q1 20165
PIERSHALE FINANCIAL GROUP, INC. 320.02%0.02%0.02%Q3 2014Q2 20235
O'Neil Global Advisors, Inc. 550.42%1.98%3.26%Q4 2021Q4 20225
ONE PLUS ONE WEALTH MANAGEMENT, LLC 550.15%0.20%0.24%Q3 2022Q3 20235
Park Avenue Institutional Advisers LLC 551.35%1.42%1.47%Q2 2015Q2 20165
OCCUDO QUANTITATIVE STRATEGIES LP 210.10%0.22%0.53%Q4 2020Q3 20235
Financial Council Asset Management Inc 550.23%0.31%0.37%Q3 2022Q3 20235
Colonial Trust Co / SC 550.85%0.93%0.98%Q3 2022Q3 20235
Blackston Financial Advisory Group, LLC 310.13%0.21%0.27%Q4 2021Q2 20235
PDT Partners, LLC 210.17%0.31%0.55%Q3 2013Q2 20225
Spectrum Financial Alliance Ltd LLC 551.68%1.89%2.38%Q1 2018Q1 20195
ADVISOR PARTNERS II, LLC 551.16%1.26%1.41%Q3 2022Q3 20235
Aquamarine Zurich AG 5522.45%23.16%24.28%Q3 2022Q3 20235
MGO Private Wealth, LLC 550.35%0.53%0.67%Q3 2022Q3 20235
ENZI WEALTH 550.18%0.20%0.22%Q3 2022Q3 20235
Dakota Community Bank & Trust NA 550.50%0.52%0.55%Q3 2022Q3 20235
Essential Planning, LLC. 550.64%1.00%2.16%Q3 2022Q3 20235
MARCUARD FAMILY OFFICE LTD 550.76%0.95%1.06%Q3 2013Q3 20145
Gibson Wealth Advisors LLC 550.04%0.23%0.32%Q4 2021Q4 20225
Davis Asset Management, L.P. 553.12%3.74%4.09%Q3 2022Q3 20235
W.H. Cornerstone Investments Inc. 550.21%0.24%0.27%Q3 2022Q3 20235
SIMMONS FIRST TRUST CO NA 550.20%0.23%0.26%Q4 2014Q4 20155
Cavalier Investments, LLC 410.10%0.26%0.33%Q3 2017Q4 20185
NorthLanding Financial Partners, LLC 550.71%1.15%1.54%Q3 2022Q3 20235
MCMILLION CAPITAL MANAGEMENT INC 410.00%0.00%0.00%Q2 2019Q4 20205
Goodwin Investment Advisory 550.00%0.00%0.00%Q4 2021Q4 20225
Tradewinds, LLC. 322.55%2.74%2.93%Q2 2022Q3 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 551.43%1.58%1.72%Q3 2015Q3 20165
Crescent Capital Consulting, LLC 550.40%0.46%0.52%Q4 2020Q4 20215
Warwick Investment Management, Inc. 550.10%0.14%0.28%Q3 2022Q3 20235
Boyd Wealth Management, LLC 550.18%0.19%0.20%Q3 2022Q3 20235
ELEMENT POINTE ADVISORS, LLC 310.11%0.18%0.38%Q4 2018Q2 20205
BERRY GROUP, LLC 550.65%0.73%0.85%Q4 2019Q4 20205
Global Wealth Strategies & Associates 550.07%0.08%0.09%Q4 2022Q4 20235
Rainsberger Wealth Advisors, Inc. 550.14%0.18%0.22%Q3 2022Q3 20235
Balboa Wealth Partners 551.05%1.10%1.22%Q3 2022Q3 20235
BMS Financial Advisors, LLC 310.13%0.16%0.19%Q4 2021Q2 20235
Cahill Wealth Management, LLC 410.15%0.16%0.18%Q1 2022Q3 20235
WILLNER & HELLER, LLC 551.65%1.84%2.00%Q4 2021Q4 20225
GW&K Investment Management, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Strategic Asset Management, LLC 551.00%1.11%1.25%Q3 2021Q3 20225
Kaizen Advisory, LLC 550.22%0.46%0.74%Q4 2017Q4 20185
Signition LP 550.74%1.04%1.40%Q2 2018Q2 20195
Lloyd Advisory Services, LLC. 410.00%0.15%0.72%Q2 2021Q3 20235
Mint Tower Capital Management B.V. 110.05%0.12%0.22%Q3 2020Q3 20215
MMBG INVESTMENT ADVISORS CO. 550.15%0.19%0.23%Q3 2022Q3 20235
Hutchens & Kramer Investment Management Group, LLC 410.13%0.21%0.26%Q1 2022Q3 20235
Curran Financial Partners, LLC 410.09%0.38%0.47%Q1 2022Q3 20235
Texas Capital Bank Wealth Management Services Inc 410.02%0.05%0.06%Q1 2022Q3 20235
CAAS CAPITAL MANAGEMENT LP 210.28%0.42%0.58%Q1 2021Q2 20235
Saddle Road Partners, LLC 551.54%1.96%2.14%Q4 2015Q4 20165
Maj Invest Holding A/S 410.10%0.67%2.81%Q1 2013Q3 20235
SECOR Capital Advisors, LP 310.10%0.40%0.79%Q2 2014Q1 20185
MITCHELL SINKLER & STARR/PA 410.18%0.35%0.45%Q2 2013Q3 20235
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.33%0.39%0.48%Q1 2020Q1 20215
BB&T INVESTMENT SERVICES, INC. 550.03%0.08%0.12%Q4 2016Q4 20175
Foresight Wealth Management, LLC 410.00%0.06%0.09%Q2 2021Q3 20225
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 410.79%2.17%3.16%Q2 2018Q3 20235
LEUTHOLD GROUP, LLC 320.18%0.21%0.23%Q2 2013Q1 20175
SUSQUEHANNA TRUST & INVESTMENT CO 551.03%1.12%1.16%Q2 2014Q2 20155
HUTCHENS INVESTMENT MANAGEMENT INC 550.00%1.64%2.19%Q4 2016Q4 20175
TITLEIST CAPITAL, LLC 550.21%0.37%0.46%Q4 2021Q4 20225
VALLEY FORGE ASSET MANAGEMENT, LLC 550.82%0.91%0.97%Q2 2014Q2 20155
Kazazian Asset Management, LLC 550.83%1.22%1.65%Q4 2014Q4 20155
Advisors Preferred, LLC 210.01%0.04%0.09%Q4 2014Q4 20195
TRADITION ASSET MANAGEMENT LLC 550.21%0.23%0.26%Q2 2019Q2 20205
Beacon Pointe Wealth Advisors, LLC 550.44%0.63%0.79%Q4 2018Q4 20195
Artemis Wealth Advisors, LLC 550.19%0.38%0.60%Q4 2021Q4 20225
Virtus ETF Advisers LLC 210.00%0.10%0.25%Q2 2019Q3 20225
DGS Capital Management, LLC 550.14%0.17%0.19%Q1 2022Q1 20235
Trustees of Dartmouth College 550.04%0.06%0.09%Q4 2017Q4 20185
BERNZOTT CAPITAL ADVISORS 551.10%2.12%3.37%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.15%0.29%0.49%Q3 2022Q3 20235
Permanens Capital L.P. 320.00%0.24%0.67%Q4 2020Q3 20235
CONNORS INVESTOR SERVICES INC 550.03%0.03%0.04%Q3 2022Q3 20235
St. James Investment Advisors, LLC 550.49%0.94%1.18%Q4 2021Q4 20225
Linden Rose Investment LLC 554.87%5.79%6.62%Q4 2021Q4 20225
Wealthstream Advisors, Inc. 410.24%0.34%0.42%Q1 2022Q3 20235
ALGERT GLOBAL LLC 550.03%0.03%0.04%Q2 2022Q2 20235
THOMPSON INVESTMENT MANAGEMENT, INC. 310.02%0.03%0.03%Q2 2021Q3 20235
CoreCap Advisors, LLC 550.13%0.15%0.17%Q4 2021Q4 20225
PERRITT CAPITAL MANAGEMENT INC 410.11%0.12%0.13%Q1 2022Q3 20235
MIRABELLA FINANCIAL SERVICES LLP 210.12%0.29%0.63%Q2 2020Q2 20235
HIGH POINTE CAPITAL MANAGEMENT LLC 552.77%3.09%3.39%Q1 2020Q1 20215
QUANTUM CAPITAL MANAGEMENT 550.04%0.05%0.10%Q3 2019Q3 20205
Jacobsen Capital Management 320.37%0.49%0.59%Q2 2019Q3 20235
COTTONWOOD CAPITAL ADVISORS, LLC 550.32%0.36%0.41%Q3 2022Q3 20235
ICON ADVISERS INC/CO 550.83%0.88%0.97%Q3 2016Q3 20175
MD Financial Management Inc. 550.00%0.08%0.11%Q4 2020Q4 20215
Champlain Investment Partners, LLC 550.01%0.01%0.01%Q3 2015Q3 20165
HABROK CAPITAL MANAGEMENT LLP 5515.04%18.91%21.39%Q2 2013Q2 20145
CHESAPEAKE ASSET MANAGEMENT LLC 410.18%0.33%0.78%Q4 2016Q2 20185
Point72 Asset Management, L.P. 210.00%0.03%0.07%Q2 2015Q4 20225
RIVERSEDGE ADVISORS, LLC 410.08%0.12%0.18%Q1 2022Q3 20235
Syntal Capital Partners, LLC 320.14%0.21%0.27%Q4 2014Q2 20185
Stone Asset Management Inc. 550.14%0.16%0.18%Q4 2021Q4 20225
Tenret Co LLC 320.19%0.20%0.22%Q4 2021Q2 20235
DARK FOREST CAPITAL MANAGEMENT LP 410.00%1.34%5.37%Q2 2022Q3 20235
Stux Capital Management, LLC 550.27%0.93%1.41%Q2 2013Q2 20145
Weiss Asset Management LP 410.01%0.05%0.19%Q1 2019Q1 20235
Gyon Technologies Capital Management, LP 310.18%0.78%2.90%Q1 2020Q2 20225
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 320.01%1.17%2.34%Q2 2021Q3 20235
Dorsey Wright & Associates 410.71%0.86%1.02%Q2 2022Q3 20235
WELD CAPITAL MANAGEMENT LLC 550.13%0.42%0.81%Q2 2020Q2 20215
Forward Management, LLC 550.03%0.05%0.07%Q2 2017Q2 20185
Ionic Capital Management LLC 210.01%1.06%2.75%Q2 2013Q3 20225
BANKERS TRUST CO 550.17%0.17%0.18%Q2 2013Q2 20145
Transparent Wealth Partners LLC 410.35%0.37%0.38%Q4 2021Q1 20235
Pearl River Capital, LLC 210.02%0.32%0.94%Q2 2019Q2 20225
Solidarity Wealth, LLC 324.97%5.66%6.33%Q1 2022Q3 20235
Pinnacle Holdings, LLC 410.24%0.26%0.30%Q1 2022Q3 20235
Phoenix Investment Adviser LLC 551.76%3.43%6.96%Q3 2018Q3 20195
Quantamental Technologies LLC 110.25%0.45%0.84%Q1 2019Q4 20225
Geneva Partners, LLC 552.97%3.43%4.89%Q1 2021Q1 20225
Wilmington Trust Investment Management, LLC 550.32%0.59%0.80%Q2 2013Q2 20145
S.C. Financial Services, Inc. 550.68%0.78%0.88%Q4 2021Q4 20225
CALIFORNIA FIRST LEASING CORP 550.68%0.70%0.72%Q3 2022Q3 20235
Shore Point Advisors, LLC 410.09%0.38%0.47%Q4 2021Q3 20235
Tuttle Capital Management, LLC 210.24%1.01%1.81%Q2 2017Q3 20205
Milestone Resources Group Ltd 555.54%6.38%7.23%Q4 2017Q4 20185
SYM FINANCIAL Corp 310.05%0.16%0.31%Q4 2017Q3 20235
NEW CENTURY INVESTMENT MANAGEMENT, INC 550.37%0.48%0.53%Q2 2014Q2 20155
TCWP LLC 550.06%0.07%0.08%Q4 2021Q4 20225
Legato Capital Management LLC 410.23%0.46%0.58%Q2 2021Q3 20235
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.10%0.18%0.28%Q2 2020Q2 20215
San Luis Wealth Advisors LLC 310.11%0.16%0.28%Q3 2021Q3 20235
First Allied Asset Management, Inc. 410.03%0.05%0.07%Q2 2013Q3 20145
Stamos Capital Partners, L.P. 210.22%0.54%1.05%Q4 2018Q3 20235
COWEN INC. 110.00%0.00%0.01%Q4 2017Q2 20185
Warren Street Wealth Advisors, LLC 410.21%0.33%0.39%Q1 2022Q3 20235
Eastover Investment Advisors LLC 410.12%0.13%0.15%Q1 2022Q3 20235
Argentus Capital Management, LLC 550.29%0.31%0.33%Q3 2015Q3 20165
LVZ, Inc. 440.03%0.04%0.04%Q4 2022Q3 20234
TMD & ASSOCIATES, INC 440.39%0.40%0.43%Q3 2018Q2 20194
Sanibel Captiva Investment Advisers, Inc. 442.16%2.56%2.97%Q1 2013Q4 20134
Rather & Kittrell, Inc. 220.10%0.19%0.36%Q4 2021Q3 20234
Newport Capital Group, LLC 210.14%0.19%0.29%Q3 2021Q3 20234
Laurus Investment Counsel Inc. 440.11%0.12%0.12%Q2 2020Q1 20214
Cardinal Point Wealth Management LLC 441.12%1.19%1.23%Q4 2020Q3 20214
Y.D. More Investments Ltd 440.22%0.24%0.26%Q4 2022Q3 20234
MRA Associates USA LLC 440.02%0.03%0.04%Q4 2018Q3 20194
MRA Advisory Group 440.22%0.27%0.36%Q4 2022Q3 20234
SPX Gestao de Recursos Ltda 220.82%2.65%5.54%Q3 2015Q1 20174
AFS Financial Group, LLC 440.19%0.26%0.33%Q4 2022Q3 20234
Dominguez Wealth Management Solutions, Inc. 440.43%0.46%0.50%Q4 2022Q3 20234
HABERER REGISTERED INVESTMENT ADVISOR INC 440.06%0.07%0.08%Q2 2014Q1 20154
CASCADE INVESTMENT GROUP, INC. 440.82%0.93%1.03%Q4 2022Q3 20234
IVORY INVESTMENT MANAGEMENT, LLC 440.11%0.12%0.13%Q2 2013Q1 20144
Legacy Trust 440.41%0.43%0.46%Q4 2022Q3 20234
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.07%0.08%0.10%Q3 2022Q2 20234
BROGAN FINANCIAL, INC. 440.31%0.34%0.37%Q4 2022Q3 20234
Elkhorn Investments, LLC 441.16%1.21%1.27%Q1 2017Q4 20174
Tanager Wealth Management LLP 440.27%0.30%0.31%Q4 2022Q3 20234
Schiavi & Co LLC 440.19%0.22%0.28%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.34%0.36%0.38%Q4 2022Q3 20234
Peachtree Investment Advisors, Inc. 440.07%0.08%0.09%Q3 2014Q2 20154
WIN ADVISORS, INC 440.01%0.02%0.04%Q1 2022Q4 20224
Family Investment Center, Inc. 440.37%0.42%0.46%Q4 2022Q3 20234
Grey Owl Capital Management, LLC 446.22%7.49%8.88%Q4 2013Q3 20144
Fifth Third Wealth Advisors LLC 440.26%0.53%0.72%Q1 2023Q4 20234
Charles Carroll Financial Partners, LLC 441.20%1.59%2.13%Q4 2022Q3 20234
Kaye Capital Management 441.25%1.30%1.35%Q4 2022Q3 20234
SUMMIT CAPITAL MANAGEMENT LLC 440.68%1.44%1.88%Q2 2015Q1 20164
Community Bank of Raymore 310.06%0.23%0.37%Q1 2022Q3 20234
MILESTONE WEALTH, LLC 440.17%0.19%0.21%Q4 2021Q3 20224
AVAII WEALTH MANAGEMENT, LLC 440.21%0.24%0.28%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.28%0.30%0.33%Q4 2020Q3 20214
XTX Topco Ltd 110.05%0.21%0.60%Q2 2021Q2 20234
Consilium Wealth Advisory, LLC 440.50%0.56%0.64%Q4 2022Q3 20234
Fullen Financial Group 210.11%0.15%0.18%Q2 2021Q3 20224
Divergent Wealth Advisors 440.06%0.08%0.12%Q4 2017Q3 20184
ELLERSON GROUP INC /ADV 440.62%0.64%0.67%Q4 2022Q3 20234
Barden Capital Management, Inc. 440.86%1.04%1.24%Q4 2022Q3 20234
J.P. Turner & Co Capital Mnagement, LLC 440.34%0.42%0.50%Q4 2014Q3 20154
Alpha Paradigm Partners, LLC 220.01%0.06%0.11%Q3 2021Q3 20224
Strategic Capital Alternatives LLC 310.06%0.08%0.09%Q3 2014Q3 20154
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC 440.14%0.20%0.25%Q1 2020Q4 20204
TCG Advisors, LP 310.06%0.27%0.35%Q4 2018Q2 20204
BCR Wealth Strategies, LLC 440.05%0.06%0.07%Q4 2021Q3 20224
PayPay Securities Corp 440.06%0.85%1.56%Q4 2022Q3 20234
Integrity Advisory, LLC 440.65%0.75%0.91%Q1 2022Q4 20224
Starfox Financial Services, LLC 440.23%0.27%0.31%Q4 2022Q3 20234
KWMG, LLC 440.01%0.02%0.02%Q2 2018Q1 20194
Cardinal Point Wealth Management Partners, LLC 441.24%1.32%1.52%Q4 2021Q3 20224
REBALANCE, LLC 440.24%0.32%0.41%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 441.58%1.69%1.80%Q4 2021Q3 20224
Enhancing Capital LLC 441.88%1.97%2.19%Q4 2021Q3 20224
Paul John Balson 440.36%0.59%1.15%Q1 2020Q4 20204
Capstone Financial Group, Inc. 441.13%1.47%1.90%Q4 2019Q3 20204
Aspen Grove Capital, LLC 440.40%0.48%0.54%Q4 2022Q3 20234
Westhampton Capital, LLC 440.20%0.21%0.22%Q2 2019Q1 20204
US FINANCIAL ADVISORS, LLC 310.00%0.02%0.03%Q4 2014Q4 20154
KRS Capital Management, LLC 440.51%0.56%0.63%Q4 2022Q3 20234
Life Planning Partners, Inc 440.10%0.10%0.12%Q4 2021Q3 20224
William Allan Corp 440.39%0.42%0.46%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.87%0.96%1.14%Q4 2018Q4 20194
Intelligent Financial Strategies 4425.45%27.09%31.33%Q4 2021Q3 20224
Aquatic Capital Management LLC 310.12%1.41%3.27%Q4 2021Q3 20234
TradeLink Capital LLC 110.34%1.94%3.32%Q2 2015Q2 20204
SBK Financial, Inc. 310.70%0.81%0.98%Q4 2021Q4 20224
Opera Trading Capital 440.01%0.19%0.36%Q2 2017Q1 20184
Vienna Asset Management LLC 440.06%11.40%25.98%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.07%0.09%0.12%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.18%0.21%0.23%Q4 2022Q3 20234
KFG WEALTH MANAGEMENT, LLC 440.29%0.35%0.47%Q4 2022Q3 20234
Susquehanna International Group Ltd. 310.16%0.23%0.30%Q1 2020Q2 20214
Steel Canyon Capital, LLC 210.93%3.92%9.90%Q4 2019Q1 20224
Waycross Investment Management Co 440.33%0.39%0.48%Q4 2022Q3 20234
DCF Advisers, LLC 440.19%0.89%1.79%Q1 2020Q4 20204
KHP Capital, LLC 440.02%0.13%0.24%Q4 2017Q3 20184
Alpha Square Group S LLC 443.15%4.17%5.02%Q1 2022Q4 20224
CATALYST FINANCIAL PARTNERS LLC 440.90%0.97%1.01%Q4 2022Q3 20234
EPACRIA CAPITAL PARTNERS, LLC 449.34%10.21%11.24%Q4 2022Q3 20234
CROSSPOINT FINANCIAL, LLC 4428.62%29.90%31.86%Q4 2022Q3 20234
CM WEALTH ADVISORS LLC 310.11%0.17%0.25%Q2 2022Q3 20234
LEE JOHNSON CAPITAL MANAGEMENT, LLC 444.93%7.23%11.19%Q4 2022Q3 20234
Quantum Private Wealth, LLC 440.43%0.56%0.64%Q4 2021Q3 20224
Carr Financial Group Corp 440.19%0.23%0.32%Q4 2022Q3 20234
Enlightenment Research, LLC 110.58%1.27%2.87%Q1 2019Q2 20224
ARMSTRONG ADVISORY GROUP, INC 440.67%0.70%0.76%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.29%0.30%0.32%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.64%0.68%0.73%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Callan Family Office, LLC 440.50%0.60%0.66%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.07%0.07%0.08%Q4 2022Q3 20234
FREEDOM WEALTH ALLIANCE, LLC 440.43%0.47%0.52%Q4 2022Q3 20234
Corient Private Wealth LLC 441.37%1.47%1.56%Q4 2022Q3 20234
Capital One Investing, Inc. 440.18%0.21%0.24%Q4 2018Q3 20194
Lodestone Wealth Management LLC 441.94%2.01%2.08%Q4 2022Q3 20234
Cardinal Point Capital Management, ULC 440.91%0.98%1.04%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Hotaling Investment Management, LLC 440.14%0.17%0.23%Q1 2022Q4 20224
AJ Advisors, LLC 440.29%0.31%0.34%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.60%0.64%0.68%Q4 2022Q3 20234
Lion Street Advisors, LLC 310.08%0.13%0.20%Q1 2020Q3 20234
Bridgewealth Advisory Group, LLC 441.86%2.25%2.52%Q4 2022Q3 20234
FORESTERS ASSET MANAGEMENT INC. 440.03%0.03%0.04%Q3 2018Q2 20194
Patrick Mauro Investment Advisor, INC. 220.15%0.16%0.18%Q3 2022Q3 20234
Ethos Financial Group, LLC 440.31%0.32%0.33%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.30%0.35%0.40%Q4 2022Q3 20234
Fiduciary Alliance LLC 443.09%3.34%3.53%Q4 2022Q3 20234
RFP Financial Group LLC 440.27%0.52%0.63%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.31%0.33%0.36%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.34%0.59%0.88%Q4 2022Q3 20234
ANGLEPOINT ASSET MANAGEMENT, LTD. 444.22%5.56%8.12%Q1 2020Q4 20204
Kades & Cheifetz LLC 440.37%0.38%0.39%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.26%0.36%0.58%Q4 2022Q3 20234
Left Brain Wealth Management, LLC 440.15%0.25%0.35%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 441.82%1.88%2.03%Q4 2022Q3 20234
Whitford Management LLC 440.37%0.43%0.46%Q4 2022Q3 20234
RIA Advisory Group LLC 440.21%0.23%0.27%Q4 2022Q3 20234
Verum Partners LLC 440.31%0.48%0.66%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.16%0.19%0.22%Q4 2022Q3 20234
DoubleLine ETF Adviser LP 443.27%3.52%4.04%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.55%1.23%2.38%Q4 2022Q3 20234
JDM Financial Group LLC 440.18%0.23%0.28%Q4 2022Q3 20234
Gallacher Capital Management LLC 442.07%2.20%2.45%Q4 2022Q3 20234
JGP Global Gestao de Recursos Ltda. 210.16%2.00%4.03%Q1 2016Q2 20204
Family Asset Management, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
Templeton & Phillips Capital Management, LLC 4433.23%35.69%37.93%Q4 2022Q3 20234
BEACON INVESTMENT ADVISORS LLC 444.30%5.17%5.79%Q4 2022Q3 20234
New Hampshire Trust 440.97%1.03%1.11%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.49%0.57%0.77%Q4 2022Q3 20234
TCP Asset Management, LLC 440.18%0.21%0.26%Q4 2022Q3 20234
LAM GROUP, INC. 440.57%0.60%0.64%Q4 2022Q3 20234
SP Asset Management LLC 443.37%3.47%3.62%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.31%0.32%0.35%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.78%0.85%0.95%Q4 2022Q3 20234
Register Financial Advisors LLC 440.70%0.83%0.88%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.86%0.90%0.97%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.26%0.30%0.34%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.54%0.57%0.58%Q4 2022Q3 20234
HF Advisory Group, LLC 440.40%0.66%1.02%Q4 2022Q3 20234
Kennon-Green & Company, LLC 445.54%5.99%6.41%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.10%0.38%Q4 2022Q3 20234
Jessup Wealth Management, Inc 440.55%0.59%0.61%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.23%0.24%0.26%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 440.19%0.20%0.21%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 440.27%0.29%0.31%Q4 2022Q3 20234
CPA Asset Management LLC 441.23%1.28%1.35%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 440.28%0.33%0.42%Q4 2022Q3 20234
Atlas Wealth LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.10%0.11%0.11%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.07%0.09%0.11%Q4 2022Q3 20234
Breakwater Capital Group 440.66%0.70%0.79%Q4 2022Q3 20234
Family Capital Management, Inc. 440.57%0.83%0.94%Q4 2022Q3 20234
Worth Financial Advisory Group, LLC 440.21%0.23%0.26%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.27%0.29%0.30%Q4 2022Q3 20234
Great Waters Wealth Management 440.10%0.10%0.10%Q4 2022Q3 20234
Mendota Financial Group, LLC 4418.56%19.49%20.51%Q4 2022Q3 20234
DOVER ADVISORS, LLC 440.81%1.11%1.65%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.26%0.30%0.32%Q4 2022Q3 20234
MILESTONE ASSET MANAGEMENT, LLC 440.17%0.23%0.29%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.25%0.26%0.28%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.20%0.25%0.30%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.34%0.36%0.38%Q4 2022Q3 20234
River Street Advisors LLC 440.74%0.80%0.87%Q4 2022Q3 20234
LWMG, LLC 440.21%0.23%0.26%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 441.97%2.36%3.37%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.15%0.22%0.25%Q4 2022Q3 20234
Core Wealth Partners LLC 440.61%2.58%3.29%Q4 2022Q3 20234
STEVENS CAPITAL PARTNERS 441.05%1.12%1.22%Q4 2022Q3 20234
LGT Financial Advisors LLC 440.58%0.74%0.92%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.49%0.57%0.66%Q4 2022Q3 20234
Financial Partners Group, LLC 444.12%4.35%4.71%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.73%0.77%0.82%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 442.86%3.10%3.25%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Grey Fox Wealth Advisors, LLC 440.52%0.66%0.84%Q4 2022Q3 20234
VIAWEALTH, LLC 441.44%1.48%1.53%Q4 2022Q3 20234
Financial Freedom, LLC 440.13%0.15%0.16%Q4 2022Q3 20234
Longbow Finance SA 441.46%1.51%1.57%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 440.98%1.01%1.09%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.33%0.36%0.39%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.21%0.22%0.23%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.11%0.16%0.20%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 441.85%2.12%2.47%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.14%0.18%0.28%Q4 2022Q3 20234
Sonoma Private Wealth LLC 441.37%1.48%1.64%Q4 2022Q3 20234
DUDLEY CAPITAL MANAGEMENT, LLC 442.13%2.23%2.37%Q4 2022Q3 20234
LMG Wealth Partners, LLC 440.48%0.50%0.52%Q4 2022Q3 20234
Park Place Capital Corp 440.09%0.10%0.11%Q4 2022Q3 20234
BOS Asset Management, LLC 440.81%0.85%0.89%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 441.71%1.97%2.46%Q4 2022Q3 20234
CIC Wealth, LLC 441.32%1.43%1.50%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.26%0.30%0.33%Q4 2022Q3 20234
Massachusetts Wealth Management 440.36%0.48%0.66%Q4 2022Q3 20234
True Wealth Design, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.31%0.37%0.45%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
BEACON FINANCIAL PLANNING, INC 4414.59%15.17%16.54%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 441.11%1.18%1.34%Q4 2022Q3 20234
Talbot Financial, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 441.79%2.17%2.56%Q4 2022Q3 20234
Alpha Financial Partners, LLC 440.33%0.48%0.62%Q4 2022Q3 20234
Foundation Wealth Management, LLC 442.10%2.16%2.21%Q4 2022Q3 20234
Heritage Wealth Management, Inc./Texas 440.28%0.31%0.35%Q4 2022Q3 20234
Lakewood Asset Management LLC 445.40%5.81%6.30%Q4 2022Q3 20234
Financial Alternatives, Inc 440.62%0.72%0.92%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.78%0.81%0.86%Q4 2022Q3 20234
DDFG, Inc 440.23%0.24%0.26%Q4 2022Q3 20234
Flagstone Financial Management 441.68%1.78%2.05%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.13%0.14%0.15%Q4 2022Q3 20234
PETRA FINANCIAL ADVISORS INC 442.22%2.35%2.61%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 441.68%1.74%1.78%Q4 2022Q3 20234
Hyperion Partners, LLC 440.41%0.45%0.53%Q4 2022Q3 20234
Eaton Financial Holdings Company, LLC 440.92%2.19%3.10%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 440.31%0.33%0.35%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.69%0.75%0.79%Q4 2022Q3 20234
Ergawealth Advisors, Inc. 440.66%0.71%0.76%Q4 2022Q3 20234
Vawter Financial, Ltd. 441.84%1.95%2.00%Q4 2022Q3 20234
CHANNEL WEALTH LLC 441.77%2.13%2.56%Q1 2023Q4 20234
KENNEDY INVESTMENT GROUP 440.20%0.22%0.23%Q4 2022Q3 20234
3Chopt Investment Partners, LLC 442.73%2.93%3.36%Q4 2022Q3 20234
Portside Wealth Group, LLC 220.01%0.26%0.52%Q2 2023Q3 20234
Hill Investment Group Partners, LLC 440.13%0.14%0.17%Q4 2022Q3 20234
First County Bank /CT/ 440.31%0.40%0.51%Q4 2022Q3 20234
New Republic Capital, LLC 440.62%0.75%0.96%Q4 2022Q3 20234
Sterling Financial Group, Inc. 440.30%0.32%0.34%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 441.88%1.96%2.11%Q4 2022Q3 20234
Farther Finance Advisors, LLC 441.11%2.05%2.89%Q4 2022Q3 20234
Slocum, Gordon & Co LLP 440.22%0.27%0.33%Q4 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.15%0.16%0.17%Q4 2022Q3 20234
Alphadyne Asset Management LP 220.10%0.54%1.09%Q2 2023Q3 20234
Per Stirling Capital Management, LLC. 440.18%0.18%0.19%Q4 2022Q3 20234
PICTET BANK & TRUST Ltd 310.08%0.12%0.18%Q4 2013Q1 20154
Ibex Investors LLC 440.05%0.08%0.09%Q1 2021Q4 20214
Cardinal Capital Management, Inc. 210.00%0.00%0.01%Q3 2016Q2 20214
MSD Partners, L.P. 440.73%1.30%1.73%Q1 2021Q4 20214
MANAGED ACCOUNT SERVICES INC 440.07%0.07%0.08%Q4 2020Q3 20214
Eidelman Virant Capital 310.15%0.18%0.20%Q2 2019Q3 20204
EDMUNDS WHITE PARTNERS LLC 440.04%0.05%0.05%Q4 2013Q3 20144
BEL AIR INVESTMENT ADVISORS LLC 220.10%0.16%0.23%Q2 2013Q2 20214
RTW INVESTMENTS, LP 220.00%0.00%0.00%Q1 2015Q1 20164
STERNE AGEE GROUP, INC. 440.29%0.40%0.49%Q2 2013Q1 20144
CALDWELL SUTTER CAPITAL, INC. 440.32%0.35%0.39%Q4 2022Q3 20234
Algebris (UK) Ltd 222.00%2.83%4.98%Q3 2017Q2 20194
Deer Park Road Corp 441.68%2.44%3.53%Q4 2018Q3 20194
BUILDER INVESTMENT GROUP INC /ADV 440.12%0.13%0.14%Q4 2022Q3 20234
Winton Capital Management Ltd 440.70%0.81%0.95%Q2 2013Q1 20144
OLD MISSION CAPITAL LLC 110.01%0.06%0.19%Q4 2017Q3 20224
PenderFund Capital Management Ltd. 440.08%0.12%0.15%Q1 2018Q4 20184
Rice Partnership, LLC 312.63%3.07%4.21%Q4 2017Q4 20184
GTS SECURITIES LLC 220.02%0.06%0.12%Q2 2023Q3 20234
SAC Capital Advisors LP 440.01%0.03%0.06%Q2 2013Q1 20144
Indices-Pac Research Corp. 440.63%0.84%1.08%Q2 2013Q1 20144
Aldebaran Capital, LLC 4414.92%15.71%16.55%Q4 2022Q3 20234
Daiwa SB Investments Ltd. 440.03%0.28%0.37%Q4 2014Q3 20154
Schonfeld Group Holdings LLC 310.21%0.38%0.59%Q1 2014Q4 20154
Watson Rebecca 440.15%0.17%0.19%Q4 2019Q3 20204
CLEAR STREET LLC 220.22%0.99%1.76%Q2 2022Q3 20224
Pathway Financial Advisors LLC 310.03%0.07%0.10%Q4 2017Q3 20234
Sunnymeath Asset Management, Inc. 440.19%0.22%0.30%Q1 2016Q4 20164
Peak Capital Management LLC 310.51%0.56%0.64%Q2 2017Q2 20184
Meeder Advisory Services, Inc. 440.78%0.83%0.88%Q4 2022Q3 20234
MORRIS FINANCIAL CONCEPTS, INC. 440.29%0.31%0.34%Q4 2022Q3 20234
Adams Asset Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Exeter Financial, LLC 440.12%0.14%0.16%Q4 2022Q3 20234
Cordatus Wealth Management LLC 310.06%0.25%0.73%Q4 2021Q2 20234
Wintergreen Advisers 4414.83%15.95%17.65%Q2 2013Q1 20144
Windsor Advisory Group, LLC 445.27%5.85%6.19%Q4 2022Q3 20234
Fund Evaluation Group, LLC 440.34%0.41%0.46%Q4 2017Q3 20184
Spearhead Capital Advisors, LLC 310.05%0.24%0.65%Q4 2017Q3 20224
WestEnd Advisors, LLC 440.00%0.00%0.01%Q2 2021Q1 20224
Baldwin Investment Management, LLC 440.95%1.04%1.12%Q4 2022Q3 20234
Pershing Square Capital Management 4411.16%13.27%15.17%Q2 2019Q1 20204
F&C Asset Management plc 440.16%0.17%0.20%Q2 2013Q1 20144
Broderick Brian C 440.01%0.01%0.01%Q4 2014Q3 20154
Covenant Partners, LLC 440.12%0.12%0.12%Q4 2022Q3 20234
Pensionfund DSM Netherlands 440.64%0.89%1.16%Q1 2021Q4 20214
CHAPIN DAVIS, INC. 441.24%1.34%1.47%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.07%0.13%0.20%Q4 2022Q3 20234
GLG Partners LP 310.01%0.09%0.14%Q2 2013Q1 20164
BEECHER INVESTORS INC 4421.62%26.81%37.90%Q4 2021Q3 20224
CLOUGH CAPITAL PARTNERS L P 440.02%0.03%0.03%Q4 2022Q3 20234
SPECTRUM ADVISORY SERVICES INC 442.20%2.30%2.37%Q2 2013Q1 20144
Cox Capital Mgt LLC 440.19%0.22%0.24%Q4 2022Q3 20234
BAILEY VALUE LIMITED PARTNERSHIP 440.87%1.09%1.28%Q4 2021Q3 20224
Dynasty Wealth Management, LLC 440.54%1.65%2.29%Q4 2017Q3 20184
GRACE & WHITE INC /NY 310.06%0.06%0.06%Q1 2019Q3 20234
Luken Investment Analytics, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
BLOOM TREE PARTNERS, LLC 442.73%3.60%4.05%Q2 2013Q1 20144
True Link Financial Advisors, LLC 440.00%0.06%0.12%Q4 2020Q3 20214
BTG Pactual Global Asset Management Ltd 110.07%0.96%2.09%Q1 2015Q3 20224
AGF MANAGEMENT LTD 440.01%0.13%0.20%Q4 2022Q3 20234
Kinsight, LLC 440.13%0.15%0.16%Q3 2016Q2 20174
HARBOR CAPITAL ADVISORS, INC. 441.39%1.54%1.82%Q1 2023Q4 20234
Coppell Advisory Solutions LLC 210.03%0.07%0.19%Q4 2020Q3 20234
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 440.06%0.07%0.07%Q2 2020Q1 20214
FOURPOINTS Investment Managers, S.A.S. 447.25%18.57%27.57%Q1 2019Q4 20194
Invictus RG Pte. Ltd. 220.01%0.03%0.04%Q2 2013Q2 20154
TOWER TRUST Co 440.31%0.37%0.44%Q2 2013Q1 20144
GARDNER LEWIS ASSET MANAGEMENT L P 110.23%0.28%0.36%Q3 2019Q2 20234
Alaethes Wealth LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Verity & Verity, LLC 220.03%0.04%0.05%Q3 2019Q4 20224
Deuterium Capital Management, LLC 221.08%1.29%1.74%Q4 2021Q3 20234
Wiser Wealth Management, Inc 440.15%0.17%0.19%Q4 2021Q3 20224
Goldstream Capital Management Ltd 330.27%0.30%0.34%Q1 2023Q3 20233
FDO Partners, LLC 110.82%1.03%1.26%Q4 2015Q2 20173
SHERBROOKE PARK ADVISERS LLC 330.34%0.67%1.12%Q1 2023Q3 20233
Grey Street Capital, LLC 330.58%0.74%0.86%Q1 2023Q3 20233
Absolute Return Capital, LLC 330.26%0.31%0.37%Q2 2013Q4 20133
THOMAS WHITE INTERNATIONAL LTD 330.48%0.73%0.89%Q2 2013Q4 20133
Gallagher Fiduciary Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
HILL ISLAND FINANCIAL LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Ninepoint Partners LP 330.08%0.09%0.09%Q3 2017Q1 20183
Cornerstone Planning Group LLC 210.08%0.09%0.09%Q4 2022Q3 20233
Allegiant Private Advisors, LLC 330.17%0.18%0.21%Q4 2020Q2 20213
JD CAPITAL MANAGEMENT LLC 211.60%2.00%2.66%Q1 2017Q4 20183
Austin Asset Management Co Inc 330.12%0.14%0.16%Q4 2021Q2 20223
Beach Investment Management, LLC. 331.58%1.96%2.20%Q3 2019Q1 20203
GenWealth Group, Inc. 210.10%0.11%0.12%Q4 2017Q3 20183
Fiduciary Planning LLC 330.01%0.03%0.05%Q3 2020Q1 20213
Vinva Investment Management Ltd 331.10%1.14%1.20%Q1 2023Q3 20233
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.01%Q3 2013Q2 20153
DPM Capital LLC 336.45%9.31%13.49%Q2 2020Q4 20203
CAPITAL MANAGEMENT CORP /VA 210.06%0.06%0.06%Q3 2018Q4 20193
MUNDER CAPITAL MANAGEMENT 330.02%0.02%0.02%Q4 2013Q2 20143
VAUGHAN & Co SECURITIES, INC. 210.05%0.11%0.23%Q4 2019Q1 20223
FolioMetrix LLC 330.63%1.00%1.28%Q4 2014Q2 20153
Geier Asset Management, Inc. 330.16%0.17%0.18%Q4 2020Q2 20213
BIP Wealth, LLC 330.16%0.18%0.20%Q1 2023Q3 20233
Brendel Financial Advisors LLC 210.05%1.09%1.62%Q2 2021Q2 20223
Purus Wealth Management, LLC 210.13%0.20%0.25%Q4 2021Q3 20233
NBW CAPITAL LLC 330.10%0.10%0.11%Q2 2013Q4 20133
Koshinski Asset Management, Inc. 330.92%0.92%0.93%Q3 2016Q1 20173
CMT TRADING LLC 331.11%4.29%6.10%Q1 2018Q3 20183
MIG Capital, LLC 330.04%0.04%0.04%Q3 2018Q1 20193
GLG INC. 330.12%0.15%0.18%Q2 2013Q4 20133
Heritage Wealth Partners, LLC 210.42%1.70%3.85%Q4 2022Q3 20233
Perella Weinberg Partners Capital Management LP 210.30%0.47%0.60%Q1 2017Q4 20173
Intrepid Financial Planning Group LLC 330.10%0.11%0.12%Q4 2022Q2 20233
Algebris Investments (UK) LLP 210.37%1.14%2.60%Q1 2016Q1 20173
BAROMETER CAPITAL MANAGEMENT INC. 210.00%0.39%0.96%Q1 2017Q4 20173
GOBI CAPITAL LLC 213.98%4.17%4.52%Q1 2021Q1 20223
RIVERSVILLE CAPITAL, INC. 330.00%0.00%0.01%Q2 2013Q4 20133
Kepos Capital LP 210.01%0.11%0.30%Q1 2018Q3 20233
Exos TFP Holdings LLC 330.48%0.73%0.90%Q3 2022Q1 20233
OSTRUM ASSET MANAGEMENT 330.32%0.33%0.35%Q1 2023Q3 20233
LBP AM SA 210.01%0.02%0.04%Q4 2022Q3 20233
Avalon Trust Co 333.32%3.43%3.48%Q1 2023Q3 20233
Benedetti & Gucer, Inc. 330.18%0.19%0.20%Q1 2023Q3 20233
PRIMECAP MANAGEMENT CO/CA/ 330.55%0.60%0.65%Q2 2013Q4 20133
Pinnacle Private Wealth, LLC 330.12%0.15%0.16%Q4 2021Q2 20223
JUMP TRADING, LLC 210.01%0.07%0.16%Q2 2019Q1 20203
Counsel Portfolio Services Inc. 330.07%0.12%0.15%Q2 2013Q4 20133
JDC-JSC L.P. 331.18%2.49%4.70%Q1 2020Q3 20203
Sandell Asset Management Corp. 332.10%2.64%3.50%Q1 2020Q3 20203
MONUMENTAL FINANCIAL GROUP INC. 110.05%0.06%0.06%Q2 2021Q1 20233
Ruggaard & Associates LLC 330.16%0.18%0.19%Q1 2023Q3 20233
Parkside Investments, LLC 110.02%0.03%0.05%Q3 2018Q1 20223
Clear Perspectives Financial Planning, LLC 330.03%0.03%0.04%Q3 2022Q1 20233
GRAHAM & DODD FUND, LLC 332.92%3.09%3.21%Q2 2013Q4 20133
Lombard Odier Asset Management (USA) Corp 110.06%0.17%0.22%Q2 2020Q2 20203
Pacific Wealth Management 210.14%0.16%0.19%Q1 2022Q3 20233
Odey Holdings Ltd 333.79%4.19%4.69%Q2 2021Q4 20213
OmniStar Financial Group, Inc. 210.10%0.22%0.34%Q1 2020Q3 20233
Cohen Klingenstein LLC 332.45%2.52%2.63%Q1 2023Q3 20233
NKCFO LLC 331.12%1.67%2.08%Q4 2018Q2 20193
Highstreet Asset Management Inc. 330.03%0.04%0.05%Q3 2017Q1 20183
Nitorum Capital, L.P. 333.47%3.78%4.14%Q1 2023Q3 20233
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 210.15%0.17%0.19%Q1 2022Q3 20233
Palumbo Wealth Management LLC 330.16%0.84%1.22%Q1 2023Q3 20233
Clifford Group, LLC 330.24%0.25%0.25%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.48%0.51%0.54%Q1 2023Q3 20233
Contrarius Investment Management Ltd 330.27%0.30%0.35%Q3 2017Q1 20183
Acrospire Investment Management LLC 330.01%0.04%0.06%Q1 2016Q3 20163
Burns Matteson Capital Management, LLC 330.14%0.15%0.16%Q4 2022Q2 20233
Punch Card Capital 330.04%0.05%0.06%Q1 2015Q3 20153
MONTAGE INVESTMENTS, LLC 330.60%0.66%0.77%Q4 2015Q2 20163
GLENHILL ADVISORS LLC 330.02%0.10%0.24%Q3 2013Q1 20143
Canoe Financial LP 330.80%1.48%2.36%Q1 2023Q3 20233
Hutchin Hill Capital, LP 330.01%0.05%0.11%Q1 2017Q3 20173
Resolute Advisors LLC 330.01%0.02%0.02%Q1 2021Q3 20213
IronBridge Private Wealth, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
FinTrust Investment Advisory Services, LLC 330.20%0.20%0.21%Q3 2017Q1 20183
Imprint Wealth LLC 330.51%0.62%0.78%Q1 2023Q3 20233
Smith Group Asset Management, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Consolidated Portfolio Review Corp 330.30%0.31%0.32%Q1 2023Q3 20233
Signator Financial Services, Inc. 3310.37%10.82%11.58%Q1 2013Q3 20133
Quantedge Capital Pte Ltd 330.53%0.99%1.22%Q2 2021Q4 20213
PFG Investments, LLC 330.68%0.80%0.93%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Foresight Global Investors, Inc. 331.03%1.11%1.24%Q1 2023Q3 20233
HC Financial Advisors, Inc. 210.44%0.45%0.46%Q4 2017Q3 20183
Yoder Wealth Management, Inc. 330.32%0.37%0.42%Q1 2023Q3 20233
Resolute Wealth Strategies, LLC 333.05%3.08%3.12%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 330.27%0.30%0.33%Q1 2023Q3 20233
Sanctuary Wealth Management, L.L.C. 110.03%0.03%0.03%Q1 2010Q2 20233
Pine Valley Investments Ltd Liability Co 330.29%0.44%0.52%Q1 2023Q3 20233
SageGuard Financial Group, LLC 332.74%2.84%3.02%Q4 2020Q2 20213
Pinnacle West Asset Management, Inc. 330.84%0.92%0.98%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.34%0.37%0.40%Q1 2023Q3 20233
ENGINE NO. 1 LLC 330.46%0.65%0.78%Q2 2021Q4 20213
Root Financial Partners, LLC 331.27%1.44%1.59%Q1 2023Q3 20233
CYNOSURE ADVISORS, LLC 330.24%0.48%0.60%Q4 2017Q2 20183
ABLE Financial Group, LLC 330.25%0.30%0.32%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.13%0.15%0.16%Q4 2021Q2 20223
TITLEIST ASSET MANAGEMENT, LLC 330.42%0.55%0.67%Q1 2023Q3 20233
Swiss National Bank 210.56%0.93%1.14%Q2 2013Q3 20233
James J. Burns & Company, LLC 330.27%0.36%0.41%Q1 2023Q3 20233
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.01%0.02%Q2 2014Q4 20153
Strata Wealth Advisors, LLC 2111.84%12.54%12.91%Q4 2022Q3 20233
Atomi Financial Group, Inc. 330.51%0.61%0.68%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.63%0.67%0.71%Q1 2023Q3 20233
Cleary Gull Holdings Inc. 330.11%0.13%0.14%Q3 2015Q1 20163
ORG Partners LLC 332.10%2.35%2.65%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 333.79%3.85%3.94%Q1 2023Q3 20233
Delta Financial Group, Inc. 213.33%3.59%3.73%Q4 2022Q3 20233
AIGEN INVESTMENT MANAGEMENT, LP 110.67%0.73%0.77%Q2 2020Q4 20213
First National Advisers, LLC 210.08%0.48%0.70%Q3 2022Q3 20233
Tuscan Ridge Asset Management LLC 110.06%0.10%0.20%Q4 2018Q3 20193
Phillips Wealth Planners LLC 330.34%0.36%0.40%Q1 2023Q3 20233
EWA, LLC 330.17%0.20%0.22%Q1 2023Q3 20233
Holistic Financial Partners 210.08%0.11%0.15%Q4 2017Q4 20193
Altus Wealth Management, LLC 330.23%0.26%0.30%Q4 2019Q2 20203
TFB Advisors LLC 330.27%0.44%0.77%Q4 2022Q2 20233
UBS OCONNOR LLC 330.01%0.01%0.02%Q4 2014Q2 20153
MYECFO, LLC 330.28%0.36%0.51%Q1 2023Q3 20233
FMA ADVISORY INC 210.02%0.07%0.10%Q2 2013Q2 20153
Mariner Wealth Advisors-Madison, LLC 330.18%0.29%0.52%Q1 2013Q3 20133
Mount Lucas Management LP 330.69%0.72%0.73%Q2 2013Q4 20133
Biltmore Wealth Management, LLC 330.09%0.10%0.12%Q1 2023Q3 20233
Altrius Capital Management Inc 210.69%0.70%0.71%Q4 2022Q3 20233
CEERA INVESTMENTS, LLC 210.11%0.12%0.12%Q1 2022Q3 20233
Xact Kapitalforvaltning AB 330.40%0.47%0.50%Q3 2016Q1 20173
Arcadia Wealth Management, LLC 330.35%0.37%0.38%Q1 2023Q3 20233
INVICTUS PRIVATE WEALTH, LLC 210.02%0.03%0.03%Q4 2022Q3 20233
WALLER FINANCIAL PLANNING GROUP, INC 210.06%0.06%0.06%Q1 2022Q4 20223
Astoria Strategic Wealth, Inc. 330.10%0.11%0.11%Q1 2023Q3 20233
Northern Financial Advisors Inc 330.51%0.53%0.54%Q1 2023Q3 20233
HELIOS CAPITAL MANAGEMENT PTE. LTD 330.82%1.51%1.85%Q1 2022Q3 20223
Drake & Associates, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
Petix & Botte Co 210.09%0.16%0.20%Q1 2022Q2 20233
Coastwise Capital Group, LLC 331.19%1.37%1.54%Q1 2023Q3 20233
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.04%0.06%0.07%Q2 2013Q4 20133
MONETTA FINANCIAL SERVICES INC 210.38%0.93%1.42%Q1 2015Q1 20203
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2016Q4 20163
Railway Pension Investments Ltd 210.18%0.60%0.94%Q4 2018Q2 20223
Range Financial Group LLC 330.22%0.23%0.26%Q1 2021Q3 20213
Mosaic Advisors LLC 210.17%0.19%0.20%Q1 2021Q2 20233
36 SOUTH CAPITAL ADVISORS LLP 332.85%7.80%15.49%Q1 2021Q3 20213
Consolidated Investment Group LLC 330.24%0.28%0.31%Q4 2020Q2 20213
EHP Funds Inc. 210.24%0.29%0.35%Q1 2022Q3 20233
Planning Solutions Group LLC 330.27%0.30%0.35%Q4 2018Q2 20193
Invictus RG 110.01%0.10%0.28%Q4 2015Q3 20173
Paulson Wealth Management Inc. 210.00%0.12%0.18%Q4 2017Q3 20233
Thrive Capital Management, LLC 330.16%0.21%0.24%Q1 2023Q3 20233
Kingsbury Capital Investment Advisors LLC 331.48%1.54%1.59%Q1 2022Q3 20223
Graham Holdings Co Master Retirement Trust 3329.42%29.50%29.55%Q4 2021Q2 20223
Nilsine Partners, LLC 330.66%0.73%0.80%Q1 2023Q3 20233
Parker Investment Management, LLC 210.05%3.28%9.73%Q1 2022Q4 20223
Kinsale Capital Group, Inc. 330.60%1.06%1.52%Q1 2023Q3 20233
Jackson Creek Investment Advisors LLC 330.18%0.20%0.21%Q1 2023Q3 20233
Verde Capital Management 330.54%0.63%0.71%Q4 2019Q2 20203
SIENA CAPITAL LLC 330.00%0.01%0.01%Q1 2022Q3 20223
Crabel Capital Management, LLC 110.18%0.29%0.48%Q3 2018Q3 20233
Spartan Planning & Wealth Management 110.34%0.37%0.40%Q1 2022Q3 20233
Coury Firm Asset Management LLC 330.44%0.50%0.57%Q1 2023Q3 20233
Kraft, Davis & Associates, LLC 210.14%0.14%0.15%Q4 2022Q3 20233
Empyrean Capital Partners, LP 330.43%0.56%0.65%Q1 2020Q3 20203
Pluribus Labs, LLC 330.76%2.81%4.18%Q4 2021Q2 20223
Hutner Daniel Ellsworth 335.12%5.23%5.32%Q4 2015Q2 20163
Fortune 45 LLC 330.42%0.62%0.93%Q1 2023Q3 20233
TSP Capital Management Group, LLC 330.14%0.15%0.16%Q2 2013Q4 20133
Fluent Financial, LLC 330.13%0.14%0.15%Q4 2022Q2 20233
LaSalle St. Investment Advisors, LLC 210.12%0.15%0.18%Q4 2022Q3 20233
Virtus Fund Advisers, LLC 330.00%0.01%0.02%Q2 2014Q4 20143
Crestline Management, LP 110.18%3.91%7.24%Q4 2019Q2 20223
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.00%0.00%0.01%Q1 2018Q2 20203
Kerrisdale Advisers, LLC 330.33%1.28%1.76%Q2 2013Q4 20133
First Trust Capital Management L.P. 330.11%0.13%0.14%Q4 2017Q2 20183
Strategic Capital Group LLC 210.10%0.11%0.13%Q2 2013Q2 20143
Alta Wealth Advisors LLC 331.16%1.22%1.27%Q1 2023Q3 20233
Hosking & Co Ltd 331.49%1.55%1.63%Q4 2014Q2 20153
Jane Street Holding, LLC 330.02%0.04%0.06%Q2 2013Q4 20133
Benchmark Wealth Management, LLC 330.63%0.64%0.68%Q1 2023Q3 20233
Bares Capital Management 330.17%0.23%0.26%Q2 2014Q4 20143
GQ Asset Management, LLC 330.25%0.31%0.44%Q3 2019Q1 20203
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 330.05%0.06%0.06%Q2 2013Q4 20133
Revisor Wealth Management LLC 330.75%0.81%0.90%Q1 2023Q3 20233
Aris Wealth Services, Inc. 330.09%0.11%0.13%Q1 2015Q3 20153
Braver Wealth Management, LLC 210.06%0.09%0.12%Q1 2016Q4 20163
NTB Financial Corp 331.98%2.48%2.91%Q4 2021Q2 20223
Diametric Capital, LP 210.40%0.53%0.65%Q1 2020Q2 20233
Flagship Private Wealth, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Beck Bode, LLC 110.02%0.03%0.04%Q3 2020Q4 20223
GREENWOOD CAPITAL ASSOCIATES LLC 330.43%0.46%0.49%Q1 2023Q3 20233
Tower View Wealth Management LLC 330.15%0.16%0.18%Q3 2021Q1 20223
Strategic Financial Concepts, LLC 330.19%0.19%0.20%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.02%0.03%0.03%Q4 2017Q4 20183
Argent Wealth Management LLC 330.86%0.99%1.10%Q4 2019Q2 20203
Visium Asset Management, LP 330.01%0.01%0.03%Q4 2014Q2 20153
Midwest Financial Group LLC 330.79%0.84%0.87%Q1 2023Q3 20233
First Pacific Advisors, LP 210.00%0.00%0.01%Q3 2019Q4 20203
TERRIL BROTHERS, INC. 330.11%0.20%0.30%Q1 2023Q3 20233
Neuberger Berman Canada ULC 330.08%0.08%0.09%Q1 2017Q3 20173
Waterloo Capital, L.P. 330.13%0.17%0.24%Q1 2023Q3 20233
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.05%0.09%Q3 2020Q3 20232
Hamilton Wealth, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Simply Money Advisors 220.00%0.01%0.01%Q2 2013Q3 20132
QUAKER CAPITAL MANAGEMENT CORP 222.96%3.00%3.04%Q2 2013Q3 20132
NF Trinity Capital (Hong Kong) Ltd 220.84%1.55%2.25%Q4 2015Q1 20162
Atlas Wealth Partners, LLC 221.17%1.72%2.28%Q2 2023Q3 20232
FNY Investment Advisers, LLC 110.05%0.14%0.24%Q3 2019Q4 20222
West Tower Group, LLC 220.02%0.05%0.07%Q2 2023Q3 20232
Financial Planners of Cleveland, Inc. 220.22%0.24%0.25%Q4 2021Q1 20222
Privium Fund Management (UK) Ltd 224.92%5.75%6.58%Q4 2020Q1 20212
Fithian, LLC 228.50%9.37%10.24%Q4 2022Q1 20232
Bell Investment Advisors, Inc 220.06%0.09%0.12%Q3 2021Q4 20212
Kensington Investment Counsel, LLC 220.44%0.46%0.48%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.16%0.16%0.17%Q1 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 111.61%1.80%2.00%Q4 2022Q3 20232
VILLERE ST DENIS J & CO LLC 220.02%0.02%0.02%Q4 2019Q1 20202
25 LLC 220.04%0.04%0.04%Q1 2023Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.56%0.58%0.61%Q4 2014Q1 20152
Pachira Investments Inc. 220.27%0.29%0.32%Q2 2023Q3 20232
SWARTHMORE GROUP INC 220.17%0.18%0.18%Q3 2017Q4 20172
Thor Advisors, LLC 110.11%0.46%0.82%Q1 2019Q3 20192
Genesis Wealth Advisors, LLC 220.03%0.03%0.03%Q1 2015Q2 20152
Values Added Financial LLC 220.43%0.44%0.45%Q2 2023Q3 20232
Matterhorn Capital Management, LLC 223.97%4.05%4.13%Q2 2016Q3 20162
Legacy Capital Group California, Inc. 220.17%0.20%0.23%Q2 2023Q3 20232
Quintet Private Bank (Europe) S.A. 114.25%4.25%4.25%Q2 2022Q2 20232
Williams Financial, LLC 220.37%0.37%0.38%Q1 2021Q2 20212
Nemes Rush Group LLC 220.09%0.09%0.10%Q2 2023Q3 20232
Fiera Capital Inc. 220.06%0.06%0.07%Q2 2013Q3 20132
Impact Partnership Wealth, LLC 220.05%0.06%0.07%Q2 2023Q3 20232
Slagle Financial, LLC 220.24%0.26%0.28%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 220.39%0.47%0.55%Q2 2023Q3 20232
UNION SAVINGS BANK 220.22%0.24%0.26%Q2 2023Q3 20232
Clio Asset Management LLC 227.77%8.02%8.27%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.33%0.33%0.34%Q2 2023Q3 20232
Corundum Trust Company, INC 221.03%1.09%1.15%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.74%0.86%0.97%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.72%0.74%0.77%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 220.28%0.30%0.32%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.04%0.04%0.04%Q2 2023Q3 20232
PFW Advisors LLC 220.15%0.15%0.15%Q2 2023Q3 20232
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.13%0.13%0.13%Q2 2023Q3 20232
Idaho Trust Bank 220.22%0.23%0.23%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 221.74%1.81%1.88%Q2 2023Q3 20232
Prosperity Financial Group, Inc. 220.29%0.29%0.30%Q2 2023Q3 20232
Prosperity Wealth Management, Inc. 110.13%0.16%0.20%Q4 2022Q3 20232
CGC Financial Services, LLC 220.09%0.09%0.10%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.29%0.29%0.29%Q2 2013Q3 20132
Peoples Bank/KS 226.04%6.20%6.35%Q3 2023Q4 20232
COOK WEALTH MANAGEMENT GROUP LLC 220.20%0.21%0.21%Q1 2023Q2 20232
Exchange Bank 220.54%0.56%0.57%Q2 2023Q3 20232
Summit Place Financial Advisors, LLC 220.20%0.20%0.20%Q2 2022Q3 20222
Immersion Capital LLP 112.82%7.87%12.92%Q4 2015Q2 20162
CNA FINANCIAL CORP 220.58%0.62%0.67%Q3 2019Q4 20192
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 220.95%1.71%2.48%Q2 2013Q3 20132
J.Safra Asset Management Corp 110.04%0.07%0.10%Q4 2015Q2 20162
Symmetry Investments LP 110.06%0.14%0.22%Q1 2023Q3 20232
Meadow Creek Wealth Advisors LLC 110.31%0.38%0.45%Q4 2019Q4 20212
Genus Capital Management Inc. 220.23%0.45%0.68%Q2 2023Q3 20232
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.10%0.28%0.46%Q3 2014Q2 20162
Robinson Value Management, Ltd. 220.08%0.08%0.08%Q2 2023Q3 20232
SAROFIM FAYEZ 110.02%0.03%0.03%Q4 2012Q3 20132
Nauset Wealth Management. LLC 220.46%0.48%0.49%Q4 2021Q1 20222
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.02%0.03%0.04%Q2 2023Q3 20232
Jump Trading, LLC 110.04%0.10%0.17%Q3 2018Q1 20192
Atlas Principals, LLC 112.05%2.05%2.05%Q4 2019Q4 20192
True Capital Management 220.36%0.39%0.41%Q4 2022Q1 20232
Beaird Harris Wealth Management, LLC 220.67%0.69%0.72%Q4 2021Q1 20222
Sentinus, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
CenterStar Fund, LLC 110.00%0.01%0.01%Q4 2016Q4 20162
Silchester International Investors LLP 220.13%0.21%0.30%Q2 2018Q3 20182
LOEWS CORP 220.00%0.00%0.00%Q3 2019Q4 20192
CANYON CAPITAL ADVISORS LLC 110.60%0.98%1.37%Q4 2015Q4 20162
Davis Capital Management 221.25%1.37%1.50%Q1 2020Q2 20202
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.11%0.14%0.17%Q4 2016Q3 20172
JBF Capital, Inc. 220.01%0.01%0.02%Q4 2016Q1 20172
Winchester Group Inc. 220.18%0.18%0.18%Q2 2013Q3 20132
Scotia Asset Management L.P. 220.02%0.02%0.02%Q2 2013Q3 20132
Stillwater Capital Advisors, LLC 220.07%0.07%0.08%Q1 2022Q2 20222
440 INVESTMENT GROUP, LLC 220.22%0.24%0.26%Q3 2017Q4 20172
MONEYWISE, INC. 220.13%0.14%0.16%Q4 2021Q1 20222
FLOW TRADERS U.S. LLC 110.03%0.05%0.07%Q1 2017Q4 20202
Founders Capital Management 220.16%0.17%0.17%Q3 2023Q4 20232
Morse Asset Management, Inc 220.08%0.11%0.14%Q4 2019Q1 20202
PUBLIC INVESTMENT FUND 220.39%0.59%0.80%Q1 2020Q2 20202
QUANTITATIVE VALUE TECHNOLOGIES, LLC 223.25%3.60%3.95%Q1 2021Q2 20212
SMITH CAPITAL MANAGEMENT INC /AR/ADV 220.40%0.41%0.43%Q4 2018Q1 20192
Ascent Wealth Partners, LLC 110.04%0.04%0.04%Q1 2022Q2 20232
STEWART W P & CO LTD 220.04%0.04%0.04%Q2 2013Q3 20132
CQS (US), LLC 221.46%2.33%3.20%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.06%0.09%0.11%Q3 2020Q3 20232
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 220.32%0.44%0.55%Q3 2022Q4 20222
Oak Thistle LLC 110.22%0.42%0.63%Q2 2022Q3 20232
Sovarnum Capital L.P. 110.27%0.45%0.63%Q4 2017Q4 20172
Efficient Market Advisors, LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Enterprise Bank & Trust Co 220.08%0.09%0.10%Q2 2023Q3 20232
Franklin, Parlapiano, Turner & Welch, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Baltimore-Washington Financial Advisors Inc. 220.05%0.06%0.06%Q2 2013Q3 20132
CPR Investments Inc. 220.45%0.46%0.47%Q4 2021Q1 20222
GARNET EQUITY CAPITAL HOLDINGS, INC. 113.12%5.09%7.07%Q3 2018Q1 20192
Sound View Wealth Advisors, LLC 221.24%1.38%1.52%Q4 2018Q1 20192
JTC Employer Solutions Trustee Ltd 220.05%0.05%0.06%Q2 2021Q3 20212
Montecito Bank & Trust 110.13%0.44%0.76%Q3 2013Q3 20162
Red Spruce Capital, LLC 220.25%0.26%0.26%Q3 2023Q4 20232
Vestpro Financial Partners, Inc. dba CPF Texas 220.69%0.70%0.71%Q2 2018Q3 20182
J Arnold Wealth Management Co 110.10%0.12%0.13%Q2 2021Q1 20222
Ninety One UK Ltd 220.08%0.08%0.08%Q3 2015Q4 20152
CLOVERFIELDS CAPITAL GROUP, LP 221.32%1.68%2.04%Q2 2023Q3 20232
NORTHERN TRUST CO OF CONNECTICUT 220.30%0.31%0.33%Q2 2013Q3 20132
Dixon Hughes Goodman Wealth Advisors LLC 221.08%1.19%1.30%Q4 2021Q1 20222
TradeLink Global Equity LLC 110.11%0.16%0.20%Q2 2013Q4 20142
Haafor (Singapore) Pte. Ltd. 110.19%0.48%0.77%Q4 2019Q3 20202
WBI INVESTMENTS, LLC 220.12%0.13%0.14%Q1 2015Q2 20152
Dentgroup LLC 220.16%0.16%0.17%Q2 2023Q3 20232
Madison Scottsdale, LC 220.08%0.08%0.08%Q3 2013Q4 20132
Richard C. Young & CO., LTD. 220.04%0.04%0.04%Q2 2022Q3 20222
Scott Capital Advisors, LLC 220.11%0.14%0.18%Q4 2022Q1 20232
CTC Alternative Strategies, Ltd. 110.42%0.51%0.60%Q3 2013Q3 20232
Alpha DNA Investment Management LLC 220.02%0.03%0.04%Q4 2020Q1 20212
Campbell & CO Investment Adviser LLC 110.07%0.95%1.83%Q2 2013Q2 20222
American Trust 220.28%0.30%0.31%Q2 2023Q3 20232
Santa Fe Partners LLC 110.19%0.35%0.50%Q4 2013Q4 20152
MENORA MIVTACHIM HOLDINGS LTD. 220.03%0.03%0.03%Q2 2013Q3 20132
BBVA USA 220.80%0.83%0.86%Q2 2021Q3 20212
Stewardship Financial Advisors, LLC 220.19%0.33%0.48%Q4 2015Q1 20162
Sturgeon Ventures LLP 220.31%0.31%0.31%Q2 2023Q3 20232
Auour Investments LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Taylor Wealth Management Partners 220.02%0.02%0.02%Q1 2015Q2 20152
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Shay Capital LLC 110.02%0.06%0.10%Q1 2021Q3 20222
Kendall Capital Management 110.12%0.20%0.28%Q2 2018Q2 20222
RICHELIEU GESTION SA 220.01%0.01%0.01%Q1 2023Q2 20232
AXQ CAPITAL, LP 220.15%0.24%0.34%Q1 2023Q2 20232
Legacy Capital Wealth Partners, LLC 110.11%0.16%0.20%Q1 2023Q3 20232
Wade Financial Advisory, Inc 220.14%0.14%0.14%Q3 2021Q4 20212
HARRELL INVESTMENT PARTNERS, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
iSAM Funds (UK) Ltd 220.29%0.71%1.13%Q1 2023Q2 20232
Qsemble Capital Management, LP 110.97%1.06%1.14%Q1 2023Q3 20232
WorthPointe, LLC 220.14%0.16%0.19%Q2 2023Q3 20232
Ennismore Fund Management Ltd 227.77%10.51%13.24%Q2 2020Q3 20202
Elefante Mark B 220.74%0.78%0.82%Q3 2019Q4 20192
qPULA Trading Management LP 110.45%0.81%1.16%Q4 2020Q2 20212
Towerpoint Wealth, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
Nuveen Fund Advisors, LLC 220.03%0.04%0.04%Q2 2016Q3 20162
SJS Investment Consulting Inc. 220.51%0.56%0.61%Q4 2021Q1 20222
Cynosure Group, LLC 220.33%0.58%0.84%Q2 2023Q3 20232
Spartan Fund Management Inc. 220.23%0.27%0.32%Q2 2022Q3 20222
Reynolds Investment Management, Inc. 225.53%5.75%5.98%Q1 2022Q2 20222
BSN Capital Partners Ltd 111.71%5.72%9.73%Q4 2018Q4 20222
Catalyst Wealth Management, LLC 220.30%0.30%0.30%Q4 2022Q1 20232
Bristol County Savings Bank 220.81%0.81%0.81%Q3 2017Q4 20172
Columbus Macro, LLC 220.06%0.07%0.07%Q4 2019Q1 20202
Headlands Technologies LLC 220.64%0.71%0.79%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.49%0.53%0.58%Q2 2016Q3 20162
Genesee Capital Advisors, LLC 223.38%3.49%3.59%Q2 2023Q3 20232
Cape Investment Advisory, Inc. 220.01%0.11%0.22%Q2 2023Q3 20232
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 220.22%0.23%0.23%Q2 2023Q3 20232
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.02%0.06%0.11%Q3 2020Q3 20222
Prostatis Group LLC 110.05%0.61%1.16%Q3 2022Q2 20232
Sapphire Star Partners LP 220.21%0.24%0.27%Q3 2018Q4 20182
Cresta Advisors, Ltd. 220.95%0.97%1.00%Q3 2022Q4 20222
Dunhill Financial, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
SANDLER CAPITAL MANAGEMENT 110.44%0.54%0.64%Q2 2013Q4 20132
LGT CAPITAL PARTNERS LTD. 220.19%0.26%0.32%Q4 2014Q1 20152
SWAN Capital LLC 119.30%9.57%9.85%Q1 2023Q3 20232
Stanley-Laman Group, Ltd. 220.06%0.07%0.08%Q4 2013Q1 20142
BASSO CAPITAL MANAGEMENT, L.P. 221.02%1.08%1.14%Q4 2022Q1 20232
Meredith Wealth Planning 220.30%0.31%0.32%Q4 2022Q1 20232
UNIQUE WEALTH, LLC 220.12%0.14%0.16%Q2 2023Q3 20232
Retirement Investment Advisors, Inc. 110.23%0.37%0.50%Q4 2022Q2 20232
Krane Funds Advisors LLC 220.02%0.03%0.04%Q1 2023Q2 20232
GUIDANCE CAPITAL, INC 220.94%0.95%0.95%Q2 2023Q3 20232
Fund 1 Investments, LLC 224.91%5.10%5.30%Q4 2022Q1 20232
Brookfield Public Securities Group LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BANK OF EDWARDSVILLE 220.76%0.84%0.93%Q1 2019Q2 20192
TIFF ADVISORY SERVICES, LLC 221.48%1.51%1.53%Q2 2013Q3 20132
READYSTATE ASSET MANAGEMENT LP 110.24%0.24%0.24%Q3 2023Q3 20232
Highwater Wealth Management, LLC 220.92%0.99%1.06%Q2 2019Q3 20192
Ferguson Shapiro LLC 220.21%0.23%0.25%Q2 2023Q3 20232
Granite Point Capital Management, L.P. 220.31%0.49%0.66%Q3 2021Q4 20212
Kingdom Financial Group LLC. 220.55%0.55%0.55%Q2 2023Q3 20232
Compound Global Advisors, LLC 222.13%2.19%2.26%Q4 2022Q1 20232
RETIREMENT FINANCIAL SOLUTIONS, LLC 220.38%0.38%0.38%Q2 2023Q3 20232
Olistico Wealth, LLC 220.38%0.40%0.43%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.43%0.45%0.47%Q3 2022Q4 20222
HWG Holdings LP 110.05%0.10%0.16%Q2 2017Q2 20192
Landmark Wealth Management, LLC 110.03%0.08%0.12%Q1 2022Q3 20232
Brainard Capital Management LLC 220.27%0.29%0.30%Q4 2022Q1 20232
Belmont Global Advisors, Inc. 220.88%0.97%1.06%Q1 2015Q2 20152
PENSECO FINANCIAL SERVICES CORP 220.44%0.45%0.46%Q2 2013Q3 20132
SANDER CAPITAL ADVISORS INC 220.58%0.60%0.62%Q4 2017Q1 20182
Kaydan Wealth Management, Inc. 220.08%0.08%0.09%Q2 2023Q3 20232
ARGENT TRUST COMPANY, N.A. 110.09%0.10%0.12%Q3 2013Q3 20152
Great Lakes Retirement, Inc. 220.08%0.09%0.11%Q4 2019Q1 20202
LINDEN ADVISORS LP 110.63%0.63%0.63%Q4 2018Q4 20181
GAVEA INVESTIMENTOS LTDA 1111.03%11.03%11.03%Q4 2016Q4 20161
ALLSTATE INVESTMENT MANAGEMENT CO 110.65%0.65%0.65%Q4 2022Q4 20221
RTD Financial Advisors, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Titan Capital Management, LLC /TX 110.03%0.03%0.03%Q2 2019Q2 20191
Gallagher Benefit Services, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
XTX MARKETS LLC 112.16%2.16%2.16%Q1 2020Q1 20201
Ironwood Wealth Management, LLC. 110.06%0.06%0.06%Q3 2017Q3 20171
Price Capital Management, Inc. 110.51%0.51%0.51%Q3 2018Q3 20181
NORTHERN CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Ground Swell Capital, LLC 110.80%0.80%0.80%Q3 2014Q3 20141
Vident Advisory, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Amalgamated Financial Corp. 111.39%1.39%1.39%Q1 2022Q1 20221
BCWM, LLC 110.44%0.44%0.44%Q2 2015Q2 20151
Parplus Partners 110.08%0.08%0.08%Q4 2019Q4 20191
CLEARY GULL INC. 110.16%0.16%0.16%Q1 2015Q1 20151
FNY Partners Fund LP 110.02%0.02%0.02%Q2 2017Q2 20171
Urban Wealth Management, LLC 110.28%0.28%0.28%Q4 2020Q4 20201
SENTINEL ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2016Q1 20161
CHARLES STEWART MOTT FOUNDATION 111.14%1.14%1.14%Q3 2015Q3 20151
Jafra Capital Management LP 110.93%0.93%0.93%Q1 2018Q1 20181
OPTIMAS CAPITAL Ltd 114.74%4.74%4.74%Q1 2022Q1 20221
KING STREET CAPITAL MANAGEMENT, L.P. 114.66%4.66%4.66%Q4 2017Q4 20171
Tech Square Trading LP 110.40%0.40%0.40%Q1 2019Q1 20191
GENWORTH FINANCIAL INC 110.09%0.09%0.09%Q2 2013Q2 20131
Cypress Point Wealth Management, LLC 113.64%3.64%3.64%Q4 2020Q4 20201
Tibra Equities Europe Ltd 110.40%0.40%0.40%Q1 2019Q1 20191
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Lebenthal Wealth Advisors, LLC 111.08%1.08%1.08%Q2 2016Q2 20161
COLLECTIVE FAMILY OFFICE LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Tri Locum Partners LP 110.08%0.08%0.08%Q2 2023Q2 20231
Prossimo Advisors, LLC 111.39%1.39%1.39%Q2 2023Q2 20231
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Manteio Capital LLC 111.58%1.58%1.58%Q4 2021Q4 20211
Oder Investment Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
EDMOND DE ROTHSCHILD (MONACO) 110.08%0.08%0.08%Q3 2016Q3 20161
Valued Wealth Advisors LLC 110.03%0.03%0.03%Q4 2023Q4 20231
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 110.26%0.26%0.26%Q1 2019Q1 20191
Efficient Advisors, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Atika Capital Management LLC 111.09%1.09%1.09%Q2 2021Q2 20211
BEDEL FINANCIAL CONSULTING INC 111.33%1.33%1.33%Q3 2023Q3 20231
Leibman Financial Services, Inc. 113.30%3.30%3.30%Q4 2023Q4 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 111.28%1.28%1.28%Q3 2023Q3 20231
Archvest Wealth Advisors, Inc. 110.57%0.57%0.57%Q4 2021Q4 20211
BLS GLOBAL EQUITIES LLC 114.38%4.38%4.38%Q4 2016Q4 20161
Pathlight Investors LLC 110.85%0.85%0.85%Q4 2018Q4 20181
Fractal Investments LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Silver Bridge Capital Management LLC 110.15%0.15%0.15%Q2 2013Q2 20131
Wyrmwood Management LLC 1117.07%17.07%17.07%Q4 2023Q4 20231
First Western Capital Management Co 110.07%0.07%0.07%Q4 2014Q4 20141
NEXT Financial Holdings 110.76%0.76%0.76%Q1 2019Q1 20191
FIRST INTERSTATE BANCSYSTEM INC 110.70%0.70%0.70%Q1 2021Q1 20211
Austin Wealth Management, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.66%0.66%0.66%Q3 2023Q3 20231
NEOS Investment Management LLC 110.78%0.78%0.78%Q3 2023Q3 20231
MIROVA 110.02%0.02%0.02%Q3 2020Q3 20201
OTA Financial Group L.P. 1114.29%14.29%14.29%Q2 2023Q2 20231
Quilter Investors LTD 116.89%6.89%6.89%Q3 2019Q3 20191
Prosperitas Financial LLC 110.69%0.69%0.69%Q3 2023Q3 20231
MADRONA FUNDS, LLC 111.28%1.28%1.28%Q3 2019Q3 20191
VIRGINIA RETIREMENT SYSTEM 111.08%1.08%1.08%Q1 2016Q1 20161
ALTERNA WEALTH MANAGEMENT, INC 110.55%0.55%0.55%Q4 2018Q4 20181
Navigation Wealth Management, Inc. 110.05%0.05%0.05%Q3 2021Q3 20211
Shira Ridge Wealth Management 110.14%0.14%0.14%Q3 2023Q3 20231
NICHOLAS COMPANY, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
CORBYN INVESTMENT MANAGEMENT INC/MD 110.02%0.02%0.02%Q1 2018Q1 20181
EQUITEC PROPRIETARY MARKETS, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
Chandler Asset Management, Inc. 110.04%0.04%0.04%Q1 2018Q1 20181
GUNN & Co INVESTMENT MANAGEMENT, INC. 114.88%4.88%4.88%Q3 2023Q3 20231
United Community Bank 1112.71%12.71%12.71%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.63%0.63%0.63%Q3 2023Q3 20231
SYON CAPITAL LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Carter Financial Group, INC. 1121.95%21.95%21.95%Q1 2022Q1 20221
Align Wealth Management, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
COOLIDGE FRANCIS L 111.32%1.32%1.32%Q2 2013Q2 20131
Doman Group, LLC 112.94%2.94%2.94%Q4 2021Q4 20211
Clarfeld Financial Advisors, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Cottage Street Advisors LLC 110.12%0.12%0.12%Q1 2022Q1 20221
ROGCO, LP 110.09%0.09%0.09%Q3 2023Q3 20231
DELTA PARTNERS LP 118.59%8.59%8.59%Q2 2013Q2 20131
Board of Trustees of The Leland Stanford Junior University 110.04%0.04%0.04%Q2 2018Q2 20181
Cornerstone Financial Partners, LLC 110.21%0.21%0.21%Q4 2017Q4 20171
Annis Gardner Whiting Capital Advisors, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Cordant, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
IAMS WEALTH MANAGEMENT, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Financial Security Advisor, Inc. 116.68%6.68%6.68%Q3 2023Q3 20231
AURORA FINANCIAL ADVISORS, LLC 110.61%0.61%0.61%Q4 2017Q4 20171
Walker Asset Management, LLC 110.15%0.15%0.15%Q4 2023Q4 20231
Tatro Capital, LLC 110.38%0.38%0.38%Q1 2020Q1 20201
Delpha Capital Management, LLC 110.32%0.32%0.32%Q4 2017Q4 20171
Threshold Group LLC 110.18%0.18%0.18%Q4 2016Q4 20161
Interval Partners, LP 110.39%0.39%0.39%Q1 2020Q1 20201
RIT CAPITAL PARTNERS PLC 110.01%0.01%0.01%Q2 2013Q2 20131
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 114.38%4.38%4.38%Q4 2016Q4 20161
PAYDEN & RYGEL INVESTMENT GROUP 110.40%0.40%0.40%Q3 2023Q3 20231
Chico Wealth RIA 110.44%0.44%0.44%Q3 2023Q3 20231
KEYSTONE INVESTORS PTE LTD 110.29%0.29%0.29%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.33%0.33%0.33%Q3 2023Q3 20231
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.04%0.04%0.04%Q1 2022Q1 20221
QRG CAPITAL MANAGEMENT, INC. 111.19%1.19%1.19%Q3 2023Q3 20231
Cider Mill Investments LP 111.48%1.48%1.48%Q4 2017Q4 20171
Brown Shipley& Co Ltd 117.84%7.84%7.84%Q2 2023Q2 20231
Anfield Capital Management, LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Financial Consulate Inc. 110.22%0.22%0.22%Q2 2021Q2 20211
Asset Management Resources, LLC 110.59%0.59%0.59%Q3 2023Q3 20231
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
GSG Advisors LLC 111.37%1.37%1.37%Q3 2023Q3 20231
Constant Guidance Financial LLC 1131.86%31.86%31.86%Q3 2023Q3 20231
Rothschild Capital Partners, LLC 111.63%1.63%1.63%Q1 2017Q1 20171
Camarda Financial Advisors, LLC 110.56%0.56%0.56%Q1 2022Q1 20221
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Delap Wealth Advisory, LLC 110.43%0.43%0.43%Q4 2022Q4 20221
Blue Grotto Capital, LLC 111.34%1.34%1.34%Q1 2020Q1 20201
TIEDEMANN TRUST CO 110.37%0.37%0.37%Q1 2014Q1 20141
Pictet Asset Management Holding SA 110.26%0.26%0.26%Q3 2023Q3 20231
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
KerberRose Wealth Management, LLC 110.63%0.63%0.63%Q2 2022Q2 20221
WT Wealth Management 110.55%0.55%0.55%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Questar Asset Management, Inc. 111.65%1.65%1.65%Q4 2018Q4 20181
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
ROBERTSON STEPHENS ADVISORS LLC 110.34%0.34%0.34%Q4 2016Q4 20161
Sender Co & Partners, Inc. 110.40%0.40%0.40%Q4 2022Q4 20221
Adams Wealth Management 110.03%0.03%0.03%Q3 2020Q3 20201
Orgel Wealth Management, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
ERN LLC 113.33%3.33%3.33%Q2 2022Q2 20221
Mountain Lake Investment Management LLC 110.73%0.73%0.73%Q1 2020Q1 20201
W ADVISORS, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Pacific Edge Advisors, LLC 110.21%0.21%0.21%Q1 2018Q1 20181
Dantai Capital Ltd 111.88%1.88%1.88%Q3 2023Q3 20231
MPI INVESTMENT MANAGEMENT, INC. 110.34%0.34%0.34%Q4 2017Q4 20171
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.12%0.12%0.12%Q2 2015Q2 20151
StellarOne CORP 110.00%0.00%0.00%Q3 2013Q3 20131
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Team Financial Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 110.24%0.24%0.24%Q3 2016Q3 20161
Osbon Capital Management LLC 110.82%0.82%0.82%Q2 2019Q2 20191
Wallace Advisory Group, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Strategic Advocates LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Soundwatch Capital LLC 110.03%0.03%0.03%Q2 2023Q2 20231
FutureAdvisor, Inc. 110.10%0.10%0.10%Q1 2015Q1 20151
NORDEN GROUP LLC 110.72%0.72%0.72%Q3 2023Q3 20231
Sante Capital Fund, LP 112.18%2.18%2.18%Q3 2022Q3 20221
Hartree Partners, LP 110.25%0.25%0.25%Q1 2017Q1 20171
Northwest Bank & Trust Co 110.04%0.04%0.04%Q2 2023Q2 20231
RAMSEY QUANTITATIVE SYSTEMS 111.39%1.39%1.39%Q2 2021Q2 20211
MBE Wealth Management, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
First Affirmative Financial Network 110.20%0.20%0.20%Q4 2021Q4 20211
First Command Advisory Services, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
EA Series Trust 110.27%0.27%0.27%Q2 2023Q2 20231
Farmer Steven Patrick 110.88%0.88%0.88%Q2 2022Q2 20221
KPP Advisory Services LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Plan Group Financial, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
HC Advisors, LLC 110.95%0.95%0.95%Q1 2020Q1 20201
Keystone Financial Planning, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Advanced Portfolio Management, LLC 111.54%1.54%1.54%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Kure Advisory, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Starfire Investment Advisers, Inc. 114.39%4.39%4.39%Q4 2017Q4 20171
Key Bridge Compliance, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Rockwood Wealth Management, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Vertex Planning Partners, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
FIRST MERCANTILE TRUST CO 110.02%0.02%0.02%Q1 2014Q1 20141
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
BluePath Capital Management, LLC 110.87%0.87%0.87%Q3 2023Q3 20231
Global Assets Advisory, LLC 113.26%3.26%3.26%Q3 2023Q3 20231
Castle Financial & Retirement Planning Associates, Inc. 114.59%4.59%4.59%Q4 2021Q4 20211
CTC Capital Management, LLC 110.36%0.36%0.36%Q2 2022Q2 20221
David J Yvars Group 114.46%4.46%4.46%Q1 2022Q1 20221
WHITEBOX ADVISORS LLC 110.02%0.02%0.02%Q2 2013Q2 20131
BOURNE LENT ASSET MANAGEMENT INC 110.22%0.22%0.22%Q4 2020Q4 20201
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
3D/L Capital Management, LLC 112.72%2.72%2.72%Q4 2020Q4 20201
Second Half Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
AQR Arbitrage LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ALPINE WOODS CAPITAL INVESTORS, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Integer Wealth Advisors Group LLC 110.38%0.38%0.38%Q1 2021Q1 20211
Wilmington Trust, National Association 110.00%0.00%0.00%Q2 2014Q2 20141
Donoghue Forlines LLC 110.32%0.32%0.32%Q2 2021Q2 20211
Requisite Capital Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Gyrus Investment Management Inc. 110.23%0.23%0.23%Q4 2014Q4 20141
DRW SECURITIES, L.L.C. 110.12%0.12%0.12%Q3 2022Q3 20221
Greenlight Capital 111.50%1.50%1.50%Q1 2020Q1 20201
Belvedere Trading LLC 110.05%0.05%0.05%Q4 2014Q4 20141
PNC Managed Account Solutions, Inc. 110.11%0.11%0.11%Q2 2021Q2 20211
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q4 2015Q4 20151
CFO4Life, L.P. 110.25%0.25%0.25%Q4 2022Q4 20221
Acorns Advisers, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
State of New Jersey Common Pension Fund A 110.57%0.57%0.57%Q1 2014Q1 20141
BlueSky Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MKD WEALTH COACHES, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Barry Investment Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Detwiler Fenton Investment Management LLC 111.38%1.38%1.38%Q4 2015Q4 20151
Cobble Hill Financial Services, INC 110.06%0.06%0.06%Q2 2013Q2 20131
Altarock Partners 118.30%8.30%8.30%Q2 2016Q2 20161
Fort Baker Capital Management LP 110.75%0.75%0.75%Q2 2023Q2 20231
Leverty Financial Group, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Eclectica Asset Management LLP 110.95%0.95%0.95%Q2 2013Q2 20131
Delta Lloyd Asset Management N.V. 110.60%0.60%0.60%Q2 2017Q2 20171
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 111.15%1.15%1.15%Q1 2020Q1 20201
Manikay Partners, LLC 114.38%4.38%4.38%Q4 2019Q4 20191
Nalls Sherbakoff Group, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Mercator Fund (Cayman Master) LP 115.65%5.65%5.65%Q4 2019Q4 20191
Sightline Wealth Advisors, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Daiwa Capital Markets America Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
IMC-Chicago, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Concentric Capital Strategies, LP 111.58%1.58%1.58%Q3 2023Q3 20231
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SPRING CREEK CAPITAL LLC 110.03%0.03%0.03%Q2 2018Q2 20181
LETKO, BROSSEAU & ASSOCIATES INC 110.01%0.01%0.01%Q4 2018Q4 20181
NAVELLIER & ASSOCIATES INC 110.06%0.06%0.06%Q2 2023Q2 20231
Abundance Wealth Counselors 110.02%0.02%0.02%Q1 2021Q1 20211
Gator Capital Management, LLC 110.60%0.60%0.60%Q4 2018Q4 20181
GALAXY CAPITAL TRADING LTD 110.23%0.23%0.23%Q2 2013Q2 20131
CAMDEN NATIONAL CORP 110.20%0.20%0.20%Q1 2021Q1 20211
NATIONAL INVESTMENT SERVICES INC /WI 113.02%3.02%3.02%Q3 2019Q3 20191
Sterling Global Strategies LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Crane Advisory, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.37%0.37%0.37%Q2 2021Q2 20211
Insight Wealth Partners, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Pinz Capital Management, LP 110.03%0.03%0.03%Q1 2021Q1 20211
OPSEU Pension Plan Trust Fund 110.15%0.15%0.15%Q1 2020Q1 20201
Cannon Global Investment Management, LLC 113.99%3.99%3.99%Q1 2021Q1 20211
Gerry Farber, LLC 110.29%0.29%0.29%Q2 2013Q2 20131
SELZ CAPITAL LLC 112.98%2.98%2.98%Q4 2019Q4 20191
Jabre Capital Partners S.A. 112.25%2.25%2.25%Q1 2016Q1 20161
CAZ INVESTMENTS LP 111.06%1.06%1.06%Q1 2020Q1 20201
TFG Advisers LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Caption Management, LLC 110.72%0.72%0.72%Q2 2018Q2 20181
Capital Directions Investment Advisors, LLC 110.13%0.13%0.13%Q2 2018Q2 20181
Irish Life Investment Managers Ltd. 110.83%0.83%0.83%Q2 2013Q2 20131
FundX Investment Group, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.28%0.28%0.28%Q1 2017Q1 20171
Samjo Capital LLC 111.79%1.79%1.79%Q3 2023Q3 20231
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DECADE CAPITAL MANAGEMENT LLC 110.30%0.30%0.30%Q4 2013Q4 20131
Astrantus Ltd 110.52%0.52%0.52%Q4 2021Q4 20211
Gainplan LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Jordan Park Group LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Avitas Wealth Management LLC 110.60%0.60%0.60%Q3 2023Q3 20231
HABER TRILIX ADVISORS, LP 110.01%0.01%0.01%Q2 2013Q2 20131
James Reed Financial Services, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Keel Point Advisors, LLC 110.60%0.60%0.60%Q4 2014Q4 20141
Odey Asset Management LLP 112.85%2.85%2.85%Q3 2023Q3 20231
MSF Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Troy Asset Management Ltd 110.00%0.00%0.00%Q4 2020Q4 20201
5th Street Advisors, LLC 110.23%0.23%0.23%Q3 2022Q3 20221
MIZUHO SECURITIES USA LLC 110.02%0.02%0.02%Q2 2021Q2 20211
iA Global Asset Management Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Marathon Asset Management Ltd 112.03%2.03%2.03%Q3 2021Q3 20211
NBC SECURITIES, INC. 110.36%0.36%0.36%Q3 2023Q3 20231
KING INVESTMENT ADVISORS INC/TX 110.16%0.16%0.16%Q1 2015Q1 20151
Perpetual Investment Management Ltd 110.65%0.65%0.65%Q4 2020Q4 20201
FENIMORE ASSET MANAGEMENT TRUST 110.97%0.97%0.97%Q3 2013Q3 20131
RETIREMENT DESIGN & MANAGEMENT INC /ADV 110.17%0.17%0.17%Q4 2014Q4 20141
Telemark Asset Management, LLC 110.98%0.98%0.98%Q4 2019Q4 20191
Power Corp of Canada 110.02%0.02%0.02%Q1 2022Q1 20221
Oak Point Wealth Management 110.04%0.04%0.04%Q1 2018Q1 20181
Reliant Investment Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
OAKWOOD CAPITAL MANAGEMENT LLC/CA 110.10%0.10%0.10%Q2 2018Q2 20181
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 110.01%0.01%0.01%Q1 2022Q1 20221
Grandmaster Capital Management LLC 113.08%3.08%3.08%Q2 2013Q2 20131
NEW SOUTH CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2013Q4 20131
Garrison Asset Management, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Baron Financial Group, LLC 110.40%0.40%0.40%Q3 2020Q3 20201
Blue Granite Capital, LLC 111.32%1.32%1.32%Q3 2017Q3 20171
Midwest Heritage Bank, FSB 110.18%0.18%0.18%Q1 2022Q1 20221
Junson Asset Management (Hong Kong) Ltd 111.16%1.16%1.16%Q4 2020Q4 20201
ONE Advisory Partners, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
CAZENOVE CAPITAL MANAGEMENT LTD 111.42%1.42%1.42%Q2 2013Q2 20131
Stone House Investment Management, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
MAS Advisors LLC 110.23%0.23%0.23%Q4 2021Q4 20211
TRENT CAPITAL MANAGEMENT INC /NC/ 110.09%0.09%0.09%Q4 2016Q4 20161
SPRINGOWL ASSOCIATES LLC 112.63%2.63%2.63%Q2 2013Q2 20131
MASSACHUSETTS INSTITUTE OF TECHNOLOGY 110.03%0.03%0.03%Q4 2021Q4 20211
WESTPORT RESOURCES MANAGEMENT INC 110.96%0.96%0.96%Q3 2016Q3 20161
Quad Capital Management Advisors LLC 111.17%1.17%1.17%Q3 2019Q3 20191
Karani Asset Management LLC 113.61%3.61%3.61%Q4 2019Q4 20191
PACIFIC FINANCIAL GROUP INC 110.03%0.03%0.03%Q4 2014Q4 20141
Gunderson Capital Management Inc. 110.18%0.18%0.18%Q1 2021Q1 20211
SAGE FINANCIAL GROUP INC 110.15%0.15%0.15%Q4 2015Q4 20151
DMC Group, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Ostrum Asset Management U.S., LLC 110.14%0.14%0.14%Q4 2018Q4 20181
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.53%0.53%0.53%Q3 2020Q3 20201
Castellan Group 110.14%0.14%0.14%Q4 2021Q4 20211
MANA Advisors LLC 110.58%0.58%0.58%Q2 2019Q2 20191
BANK OF STOCKTON 110.11%0.11%0.11%Q3 2018Q3 20181
Boulder Wealth Advisors, LLC 111.01%1.01%1.01%Q4 2022Q4 20221
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This page lists all the filers that currently own BERKSHIRE HATHAWAY INC DEL or have owned BERKSHIRE HATHAWAY INC DEL in the past.