BHP BILLITON LTD shareholder history

Current and past BHP BILLITON LTD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.14%Q1 2012Q3 2023123
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.05%Q2 2013Q3 2023121
BARCLAYS PLC 42420.00%0.01%0.04%Q2 2013Q3 2023112
CITIGROUP INC 42420.00%0.02%0.19%Q2 2013Q3 2023108
Parallax Volatility Advisers, L.P. 42420.00%0.01%0.06%Q2 2013Q3 2023106
Walleye Trading LLC 42420.00%0.02%0.08%Q2 2013Q3 202397
Citadel Advisors 3010.00%0.01%0.04%Q2 2013Q3 202396
D. E. Shaw & Co., Inc. 3120.00%0.01%0.09%Q2 2013Q3 202391
UBS Group AG 36360.00%0.02%0.13%Q4 2014Q3 202385
JANE STREET GROUP, LLC 37370.00%0.01%0.12%Q3 2014Q3 202384
Twin Tree Management, LP 2110.00%0.05%0.27%Q4 2012Q3 202379
HSBC HOLDINGS PLC 23230.00%0.01%0.04%Q1 2012Q3 202371
ROYAL BANK OF CANADA 42420.00%0.01%0.04%Q2 2013Q3 202369
Cutler Group LLC / CA 1520.00%0.01%0.09%Q4 2015Q3 202363
BNP PARIBAS FINANCIAL MARKETS 4010.00%0.00%0.02%Q2 2013Q3 202359
HUNTINGTON NATIONAL BANK 59590.00%0.01%0.04%Q1 2009Q3 202359
GLENMEDE TRUST CO NA 3350.00%0.07%0.48%Q4 2006Q3 202353
PEAK6 Group LLC 1550.00%0.02%0.10%Q2 2013Q2 201852
DEUTSCHE BANK AG\ 41410.00%0.01%0.04%Q3 2013Q3 202352
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.03%Q2 2013Q3 202351
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.10%Q2 2013Q3 202349
CAPITAL FUND MANAGEMENT S.A. 1410.00%0.04%0.30%Q3 2013Q3 202349
MACQUARIE GROUP LTD 28100.00%0.02%0.24%Q2 2013Q3 202347
MUFG Americas Holdings Corp 46460.00%0.05%0.23%Q4 2010Q1 202246
Creative Planning 42420.00%0.01%0.01%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.03%0.18%Q4 2012Q3 202344
HAP Trading, LLC 1510.00%0.04%0.34%Q2 2013Q3 202343
WOLVERINE TRADING, LLC 510.00%0.01%0.04%Q3 2016Q3 202343
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.01%0.05%0.16%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.05%0.12%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.03%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.09%0.23%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.04%0.08%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.04%0.26%Q2 2013Q3 202342
Timber Creek Capital Management LLC 42420.08%0.16%0.34%Q2 2013Q3 202342
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 42420.76%2.28%4.97%Q2 2013Q3 202342
Violich Capital Management, Inc. 42420.88%1.81%2.91%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.13%0.29%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.00%0.01%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.10%0.42%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.11%0.55%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.00%0.02%0.06%Q2 2013Q3 202342
MILLENNIUM MANAGEMENT LLC 910.00%0.02%0.14%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.02%0.03%0.12%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.00%0.18%0.32%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.01%0.03%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.08%0.20%0.38%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.03%0.17%0.33%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
Canal Insurance CO 3110.00%1.04%3.09%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.02%0.04%Q2 2013Q3 202342
Willis Investment Counsel 42420.24%1.09%2.13%Q2 2013Q3 202342
TORONTO DOMINION BANK 3620.00%0.00%0.01%Q1 2013Q3 202342
ASSOCIATED BANC-CORP 42420.10%0.24%0.59%Q2 2013Q3 202342
CREDIT SUISSE AG/ 24180.00%0.01%0.03%Q1 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.09%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.04%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
Shelter Mutual Insurance Co 42420.81%1.63%2.03%Q2 2013Q3 202342
Freestone Capital Holdings, LLC 42420.01%0.15%0.45%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.04%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
MARCO INVESTMENT MANAGEMENT LLC 42420.12%0.27%0.57%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.03%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.00%0.07%0.19%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3470.00%0.01%0.02%Q2 2013Q3 202341
FAIRFIELD, BUSH & CO. 41410.06%0.40%1.69%Q3 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.00%0.01%Q2 2013Q4 202341
SCOTIA CAPITAL INC. 28130.00%0.05%0.21%Q2 2013Q3 202341
PEAK6 Investments LLC 1820.00%0.02%0.09%Q3 2018Q3 202341
HighTower Advisors, LLC 1780.00%0.02%0.04%Q2 2013Q3 202341
CIBC WORLD MARKET INC. 3470.00%0.01%0.04%Q2 2013Q3 202341
TCI Wealth Advisors, Inc. 28130.00%0.01%0.04%Q4 2012Q1 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.02%Q2 2013Q3 202341
GUARDIAN CAPITAL ADVISORS LP 41410.62%0.99%1.51%Q3 2013Q3 202341
Narwhal Capital Management 3470.09%0.25%0.47%Q2 2013Q3 202341
SHELTON CAPITAL MANAGEMENT 3380.01%0.11%0.38%Q2 2013Q3 202341
Spot Trading L.L.C 16160.00%0.04%0.11%Q2 2013Q1 201740
Stonebridge Capital Advisors LLC 40400.28%0.50%0.70%Q4 2013Q3 202340
TOCQUEVILLE ASSET MANAGEMENT L.P. 3820.09%0.37%0.72%Q2 2013Q3 202340
TRUST CO OF VERMONT 3310.00%0.12%0.56%Q2 2013Q3 202340
Tower Research Capital LLC (TRC) 3370.00%0.01%0.04%Q2 2013Q3 202340
STATE STREET CORP 3280.00%0.00%0.00%Q2 2013Q3 202340
M&T BANK CORP 23170.00%0.01%0.03%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.02%0.52%1.27%Q4 2013Q3 202340
OPPENHEIMER & CO INC 26130.01%0.03%0.11%Q2 2013Q3 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.01%0.02%Q2 2013Q3 202339
Invesco Ltd. 2750.00%0.01%0.02%Q2 2013Q3 202339
NORGES BANK 39390.01%0.02%0.05%Q2 2013Q4 202239
COMERICA BANK 39390.01%0.03%0.07%Q2 2013Q4 202239
PROFUND ADVISORS LLC 3540.04%0.07%0.13%Q2 2013Q3 202339
1832 Asset Management L.P. 39390.00%0.02%0.11%Q1 2014Q3 202339
Callahan Advisors, LLC 2930.14%0.83%1.32%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.04%0.16%Q2 2013Q4 202239
NICHOLS & PRATT ADVISERS LLP /MA 25130.02%0.47%1.83%Q2 2013Q3 202338
Mirae Asset Global Investments Co., Ltd. 3530.00%0.02%0.06%Q4 2011Q4 202138
Checchi Capital Advisers, LLC 3620.03%0.07%0.16%Q4 2013Q3 202338
AlphaMark Advisors, LLC 2990.01%0.03%0.10%Q2 2013Q3 202338
EATON VANCE MANAGEMENT 38380.01%0.04%0.24%Q2 2013Q3 202238
BLUESTEIN R H & CO LLC 27100.01%0.05%0.11%Q2 2013Q3 202237
SG Americas Securities, LLC 2210.00%0.03%0.37%Q2 2013Q3 202337
Compagnie Lombard Odier SCmA 3310.00%0.01%0.03%Q4 2013Q3 202337
NOMURA HOLDINGS INC 1110.00%0.02%0.20%Q1 2013Q2 202337
Glassman Wealth Services 36360.01%0.02%0.03%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.05%0.11%Q4 2014Q3 202336
SYNOVUS FINANCIAL CORP 16100.00%0.01%0.02%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.06%0.12%Q2 2013Q1 202236
NBT BANK N A /NY 1430.03%0.07%0.24%Q2 2013Q2 202336
SCHRODER INVESTMENT MANAGEMENT GROUP 2970.00%0.00%0.00%Q3 2013Q3 202336
Community Bank, N.A. 36360.03%0.13%0.30%Q4 2014Q3 202336
JENNISON ASSOCIATES LLC 25110.00%0.03%0.09%Q2 2013Q2 202236
Chicago Partners Investment Group LLC 36360.01%0.06%0.15%Q4 2014Q3 202336
Neuberger Berman Group LLC 19170.00%0.06%0.12%Q2 2013Q3 202336
TD ASSET MANAGEMENT INC 14100.00%0.02%0.07%Q2 2013Q3 202335
SIGNATUREFD, LLC 2610.00%0.04%0.08%Q1 2014Q3 202335
SCOUT INVESTMENTS, INC. 35350.19%0.59%1.23%Q2 2013Q4 202135
Endurance Wealth Management, Inc. 3320.00%0.01%0.08%Q2 2013Q2 202335
TWO SIGMA ADVISERS, LP 2210.00%0.05%0.13%Q2 2013Q3 202335
First Horizon Advisors, Inc. 1910.00%0.00%0.02%Q1 2012Q3 202335
ROPES WEALTH ADVISORS LLC 35350.00%0.04%0.12%Q1 2015Q3 202335
BOKF, NA 1030.01%0.01%0.05%Q2 2013Q3 202335
FIRST MANHATTAN CO. LLC. 24100.00%0.00%0.00%Q2 2013Q2 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.12%0.27%Q2 2015Q3 202334
Fisher Asset Management, LLC 22120.00%0.42%1.00%Q2 2013Q3 202334
AMERICAN NATIONAL INSURANCE CO 34340.03%0.06%0.11%Q2 2013Q3 202134
Carroll Financial Associates, Inc. 34340.00%0.02%0.03%Q3 2013Q4 202134
Cubist Systematic Strategies, LLC 1010.00%0.03%0.13%Q2 2014Q2 202334
ENTERPRISE FINANCIAL SERVICES CORP 3310.00%0.02%0.05%Q2 2013Q1 202234
Johnson Financial Group, Inc. 3040.00%0.03%0.16%Q2 2013Q4 202134
Cambridge Investment Research Advisors, Inc. 2620.00%0.01%0.03%Q2 2013Q3 202334
RAYMOND JAMES TRUST N.A. 1430.01%0.05%0.23%Q3 2013Q3 202334
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1440.00%0.01%0.02%Q2 2013Q3 202334
REILLY FINANCIAL ADVISORS, LLC 2940.00%0.01%0.04%Q2 2013Q4 202133
ASSETMARK, INC 33330.00%0.06%0.18%Q3 2015Q3 202333
Saturna Capital CORP 3110.01%0.01%0.08%Q3 2013Q3 202333
Covington Capital Management 21120.01%0.13%0.37%Q2 2013Q3 202233
JARISLOWSKY, FRASER Ltd 33330.00%0.38%7.76%Q2 2013Q2 202133
OPTIMUM INVESTMENT ADVISORS 2670.02%0.08%0.15%Q3 2013Q4 202333
INTEGRAL DERIVATIVES, LLC 1070.01%0.03%0.17%Q4 2013Q1 201832
EXANE DERIVATIVES 1110.00%0.11%0.66%Q4 2014Q1 202232
FMR LLC 2570.00%0.02%0.05%Q2 2013Q3 202332
Smithfield Trust Co 2660.00%0.01%0.02%Q2 2013Q4 202232
PRIO WEALTH LIMITED PARTNERSHIP 2750.01%0.43%1.25%Q2 2013Q4 202132
Kistler-Tiffany Companies, LLC 2660.00%0.02%0.11%Q2 2013Q2 202332
Advisory Services Network, LLC 1310.00%0.04%0.10%Q4 2013Q3 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
FIDUCIARY TRUST CO 31310.04%0.07%0.11%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.01%Q4 2015Q3 202331
D.A. DAVIDSON & CO. 1710.00%0.02%0.04%Q2 2013Q3 202331
West Coast Financial LLC 1010.04%0.15%0.75%Q2 2013Q1 202331
GEODE CAPITAL MANAGEMENT, LLC 21100.00%0.00%0.00%Q4 2013Q4 202131
Aperio Group, LLC 31310.08%0.23%0.44%Q2 2013Q4 202031
Simmons Bank 31310.03%0.07%0.16%Q1 2016Q3 202331
HEADINVEST, LLC 2710.01%0.43%1.33%Q2 2013Q3 202331
BENEDICT FINANCIAL ADVISORS INC 2130.06%0.15%0.31%Q4 2014Q3 202331
TWO SIGMA INVESTMENTS, LP 610.00%0.04%0.22%Q2 2013Q2 202331
JOHNSON INVESTMENT COUNSEL INC 1430.01%0.03%0.22%Q2 2013Q3 202331
Portland Global Advisors LLC 2740.08%0.28%0.73%Q2 2013Q1 202131
CWM, LLC 2020.00%0.00%0.01%Q3 2013Q3 202330
Bridge Creek Capital Management LLC 18120.28%0.54%1.26%Q4 2015Q3 202330
SALEM INVESTMENT COUNSELORS INC 1210.00%0.07%0.46%Q1 2014Q3 202330
Janney Montgomery Scott LLC 1820.01%0.01%0.06%Q2 2013Q3 202330
CULLEN/FROST BANKERS, INC. 19110.00%0.01%0.06%Q2 2013Q3 202330
MCF Advisors LLC 2810.00%0.01%0.04%Q4 2011Q1 202230
Tradewinds Capital Management, LLC 30300.00%0.00%0.01%Q4 2013Q1 202130
CIBC Private Wealth Group, LLC 2550.01%0.05%0.08%Q1 2014Q3 202330
Bollard Group LLC 2820.00%0.20%0.42%Q2 2015Q3 202330
BROWN BROTHERS HARRIMAN & CO 1010.00%0.00%0.00%Q1 2013Q3 202329
BLAIR WILLIAM & CO/IL 1010.00%0.00%0.01%Q2 2013Q3 202329
Baystate Wealth Management LLC 2810.01%0.01%0.04%Q2 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.09%Q4 2013Q4 202029
Westwood Global Investments, LLC 2720.28%2.40%3.60%Q1 2016Q3 202329
Jefferies Group LLC 610.00%0.02%0.07%Q2 2013Q3 202229
WEDBUSH SECURITIES INC 2330.02%0.05%0.09%Q2 2013Q3 202329
Steward Partners Investment Advisory, LLC 28280.01%0.04%0.18%Q4 2016Q3 202328
GREENLEAF TRUST 28280.01%0.02%0.03%Q4 2016Q3 202328
Bridgewater Associates 28280.02%0.08%0.20%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.01%0.02%0.05%Q4 2016Q3 202328
Quantbot Technologies LP 810.00%0.17%0.54%Q2 2013Q2 202328
Royal Fund Management, LLC 28280.03%0.08%0.18%Q4 2016Q3 202328
Baird Financial Group, Inc. 1460.00%0.01%0.03%Q2 2015Q3 202328
VICUS CAPITAL 28280.30%1.34%2.22%Q4 2016Q3 202328
World Asset Management Inc 28280.04%0.12%0.24%Q2 2013Q1 202028
Godshalk Welsh Capital Management, Inc. 14130.16%0.22%0.28%Q4 2016Q3 202327
Bellecapital International Ltd. 27270.12%0.27%0.53%Q3 2016Q1 202327
Balentine LLC 1210.00%0.02%0.11%Q1 2015Q3 202327
BANQUE PICTET & CIE SA 27270.00%0.04%0.06%Q1 2017Q3 202327
THOMAS WHITE INTERNATIONAL LTD 2160.01%0.83%1.57%Q2 2013Q3 202127
Pacer Advisors, Inc. 1410.03%0.14%0.43%Q4 2013Q3 202327
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1110.00%0.04%0.11%Q2 2013Q2 202127
HOURGLASS CAPITAL, LLC 27271.19%1.58%1.97%Q1 2017Q3 202327
Hudock, Inc. 2410.02%0.04%0.09%Q2 2013Q3 202327
Asset Dedication, LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
Pictet North America Advisors SA 27270.04%0.37%0.62%Q1 2017Q3 202327
Bray Capital Advisors 2510.00%0.06%0.19%Q1 2015Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.01%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.03%Q2 2013Q4 201927
GSB Wealth Management, LLC 14130.11%0.96%2.00%Q4 2016Q3 202327
South Street Advisors LLC 27270.87%2.93%5.60%Q1 2017Q3 202327
CASTLEARK MANAGEMENT LLC 1920.01%0.04%0.12%Q2 2013Q3 202327
Strategic Global Advisors, LLC 27270.07%0.19%0.62%Q1 2017Q3 202327
INGALLS & SNYDER LLC 1220.10%0.12%0.16%Q2 2016Q3 202326
TWO SIGMA SECURITIES, LLC 510.00%0.01%0.03%Q4 2017Q2 202326
Crossmark Global Holdings, Inc. 2510.07%0.14%0.18%Q3 2016Q3 202326
Autus Asset Management, LLC 26260.02%0.49%1.01%Q4 2015Q1 202226
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1880.00%0.04%0.12%Q3 2013Q3 202326
ADVISOR PARTNERS LLC 2060.04%0.10%0.19%Q2 2013Q2 202226
U S GLOBAL INVESTORS INC 2020.00%0.59%4.06%Q3 2013Q3 202126
FRANKLIN RESOURCES INC 13120.00%0.01%0.06%Q2 2013Q3 202325
Shelter Ins Retirement Plan 25251.11%1.92%2.55%Q2 2013Q2 201925
AMUNDI ASSET MANAGEMENT US, INC. 2020.00%0.03%0.09%Q3 2013Q1 202125
Coastline Trust Co 25250.04%0.07%0.11%Q3 2016Q3 202225
NEXT Financial Group, Inc 1360.00%0.00%0.03%Q2 2014Q4 202125
Moors & Cabot, Inc. 1310.02%0.07%0.16%Q1 2014Q3 202325
Cornerstone Advisors, Inc. 25250.00%0.02%0.11%Q2 2013Q2 201925
Radnor Capital Management, LLC 1910.17%0.28%0.55%Q4 2016Q3 202325
HOWE & RUSLING INC 24240.00%0.01%0.02%Q2 2013Q1 201924
Nicholas Hoffman & Company, LLC. 14100.02%0.07%0.12%Q3 2017Q3 202324
Freedom Investment Management, Inc. 1210.02%0.06%0.16%Q2 2013Q4 202224
CoreCommodity Management, LLC 1220.03%0.31%2.28%Q3 2014Q2 202324
American Trust Investment Advisors, LLC 14100.18%0.24%0.36%Q3 2017Q3 202324
Greenline Partners, LLC 24241.47%2.57%3.64%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.39%0.49%0.68%Q4 2017Q3 202324
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1710.01%0.36%1.00%Q1 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.02%Q4 2017Q3 202324
Squarepoint Ops LLC 910.00%0.05%0.15%Q1 2016Q3 202324
Financial Architects, Inc 1520.00%0.01%0.05%Q2 2013Q3 201924
DUNCKER STREETT & CO INC 24240.00%0.11%0.31%Q2 2013Q1 201924
CenterStar Asset Management, LLC 410.00%0.09%0.70%Q3 2018Q2 202324
BARINGS LLC 2220.03%0.09%0.17%Q2 2013Q1 202124
Centerpoint Advisors, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Dorsey & Whitney Trust CO LLC 23230.04%0.06%0.09%Q4 2017Q2 202323
TRUIST FINANCIAL CORP 1670.00%0.01%0.03%Q2 2013Q3 202323
WATERS PARKERSON & CO., LLC 23230.07%0.28%0.84%Q2 2013Q4 201823
DekaBank Deutsche Girozentrale 910.00%0.00%0.00%Q4 2013Q3 202323
Sonora Investment Management, LLC 870.00%0.00%0.00%Q3 2015Q3 202123
Point View Wealth Management, Inc. 23230.21%0.66%0.84%Q2 2015Q4 202023
Segantii Capital Management Ltd 910.00%8.25%45.25%Q1 2014Q3 202323
Oxbow Advisors, LLC 23230.06%0.19%0.41%Q2 2013Q4 201823
THOMPSON SIEGEL & WALMSLEY LLC 12100.00%0.25%1.12%Q2 2013Q3 202322
Trust Co 2020.00%0.01%0.02%Q1 2015Q3 202322
COZAD ASSET MANAGEMENT INC 22220.03%0.08%0.17%Q2 2018Q3 202322
Jacobi Capital Management LLC 22220.00%0.00%0.01%Q2 2016Q3 202122
BOWEN HANES & CO INC 1210.02%0.58%1.29%Q2 2013Q3 202322
LSV ASSET MANAGEMENT 1570.00%0.01%0.02%Q2 2013Q3 202322
LS Investment Advisors, LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
AFAM CAPITAL, INC. 22220.08%0.19%0.36%Q2 2013Q3 201822
DAVIS-REA LTD. 22220.19%0.51%0.99%Q1 2014Q2 201922
Gradient Investments LLC 910.00%0.00%0.01%Q1 2014Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
PINNACLE ASSOCIATES LTD 11100.01%0.02%0.07%Q2 2013Q3 202321
NumerixS Investment Technologies Inc 1610.00%0.12%0.40%Q4 2014Q2 202021
ALLIANCEBERNSTEIN L.P. 1740.00%0.01%0.02%Q4 2013Q3 202321
Caprock Group, LLC 910.03%0.05%0.07%Q1 2016Q3 202321
WASHINGTON TRUST BANK 21210.00%0.01%0.04%Q1 2014Q1 201921
CQS Cayman LP 1420.23%1.51%4.93%Q2 2013Q3 201921
UBS OCONNOR LLC 18180.00%0.33%1.03%Q3 2013Q4 201721
Private Advisor Group, LLC 810.00%0.01%0.03%Q1 2014Q3 202321
BAILARD, INC. 21210.01%0.03%0.03%Q3 2018Q3 202321
Belpointe Asset Management LLC 21210.02%0.05%0.17%Q1 2018Q1 202321
SIT INVESTMENT ASSOCIATES INC 1210.00%0.13%0.36%Q2 2013Q3 202321
EVERGREEN CAPITAL MANAGEMENT LLC 1290.01%0.03%0.04%Q1 2018Q3 202321
Norway Savings Bank 1290.00%0.16%0.52%Q2 2018Q3 202321
Canton Hathaway, LLC 21210.01%0.02%0.02%Q3 2018Q3 202321
Renaissance Technologies 610.00%0.05%0.12%Q2 2013Q3 202320
Lindbrook Capital, LLC 20200.02%0.04%0.09%Q4 2018Q3 202320
PIN OAK INVESTMENT ADVISORS INC 20200.03%0.06%0.09%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.04%Q4 2017Q3 202220
Financial Gravity Asset Management, Inc. 1230.00%0.03%0.14%Q1 2018Q3 202320
OPPENHEIMER ASSET MANAGEMENT INC. 1110.00%0.04%0.10%Q1 2017Q3 202320
CADINHA & CO LLC 1280.04%0.77%4.68%Q4 2015Q3 202320
Princeton Global Asset Management LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
BB&T SECURITIES, LLC 1190.01%0.01%0.02%Q2 2013Q3 201920
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.08%0.39%Q3 2015Q3 202320
CREDIT AGRICOLE S A 1110.00%0.01%0.02%Q2 2013Q3 202320
VALLEY NATIONAL ADVISERS INC 20200.00%0.00%0.00%Q4 2018Q3 202320
Sandy Spring Bank 1210.00%0.00%0.00%Q3 2013Q2 202320
Prestige Wealth Management Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
PITTENGER & ANDERSON INC 910.00%0.10%0.17%Q2 2013Q3 202320
CARRET ASSET MANAGEMENT, LLC 20200.04%0.18%0.40%Q2 2013Q1 201820
TRUSTCORE FINANCIAL SERVICES, LLC 20200.00%0.00%0.01%Q4 2017Q3 202220
STATE OF WISCONSIN INVESTMENT BOARD 20200.01%0.03%0.06%Q2 2013Q1 201820
FinTrust Capital Advisors, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Rockefeller Capital Management L.P. 20200.00%0.03%0.09%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.00%0.00%Q3 2017Q2 202220
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1720.00%0.07%0.52%Q2 2013Q2 202119
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.02%0.03%Q1 2019Q3 202319
Hexavest Inc. 1450.00%0.01%0.02%Q2 2013Q3 201819
AllSquare Wealth Management LLC 19190.01%0.01%0.01%Q4 2014Q2 201919
DREMAN VALUE MANAGEMENT, L L C 1540.00%0.28%0.73%Q2 2013Q1 201819
Lenox Wealth Advisors, LLC 1810.00%0.01%0.03%Q4 2015Q1 202219
Private Capital Group, LLC 19190.01%0.03%0.08%Q4 2017Q2 202219
Ativo Capital Management LLC 19190.58%0.89%1.68%Q1 2019Q3 202319
Financial Sense Advisors, Inc. 1120.24%1.18%3.05%Q1 2018Q3 202319
RATIONAL ADVISORS LLC 1310.01%0.09%0.14%Q1 2010Q1 201619
ETRADE Capital Management LLC 1810.00%0.04%0.08%Q2 2013Q3 202019
SVB WEALTH LLC 1410.00%0.01%0.03%Q4 2014Q3 202319
FIRST TRUST ADVISORS LP 760.00%0.02%0.05%Q2 2013Q2 202319
MIDAS MANAGEMENT CORP 19190.28%0.51%0.88%Q2 2013Q4 201719
FINANCIAL COUNSELORS INC 940.01%0.17%0.55%Q2 2013Q3 202119
Integrated Wealth Concepts LLC 19190.02%0.05%0.08%Q1 2019Q3 202319
FDx Advisors, Inc. 720.01%0.03%0.06%Q4 2013Q3 202319
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.03%0.07%0.16%Q1 2014Q3 201819
Mariner, LLC 1410.01%0.02%0.03%Q3 2015Q3 202319
SAGE RHINO CAPITAL LLC 19190.23%0.34%0.44%Q1 2019Q3 202319
TOMPKINS FINANCIAL CORP 1410.00%0.02%0.08%Q2 2013Q1 202119
Russell Investments Group, Ltd. 1020.00%0.00%0.01%Q4 2016Q3 202319
EAGLE ASSET MANAGEMENT INC 19190.00%0.00%0.01%Q1 2017Q3 202119
MITCHELL CAPITAL MANAGEMENT CO 19190.13%0.25%0.46%Q1 2019Q3 202319
Kingsview Wealth Management, LLC 1360.02%0.04%0.09%Q4 2018Q3 202319
McIlrath & Eck, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Cetera Advisor Networks LLC 1010.00%0.02%0.09%Q1 2013Q3 202318
NEW YORK STATE COMMON RETIREMENT FUND 18180.00%0.00%0.00%Q2 2019Q3 202318
OLD NATIONAL BANCORP /IN/ 810.01%0.02%0.03%Q2 2014Q1 202318
Ledyard National Bank 1010.00%0.12%0.44%Q2 2013Q4 201818
People's United Financial, Inc. 1710.00%0.02%0.05%Q2 2013Q4 201718
MML INVESTORS SERVICES, LLC 920.00%0.01%0.02%Q1 2017Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.02%0.04%Q2 2013Q3 201718
Virtu KCG Holdings LLC 16160.00%0.02%0.07%Q3 2013Q2 201718
Connor, Clark & Lunn Investment Management Ltd. 720.00%0.06%0.29%Q4 2016Q1 202318
Focused Wealth Management, Inc 18180.00%0.00%0.02%Q3 2013Q4 201718
Global X Management CO LLC 18180.00%0.00%0.01%Q2 2013Q3 201718
UBS AG 660.00%0.03%0.08%Q2 2013Q3 201418
Qtron Investments LLC 18180.07%0.21%0.35%Q2 2019Q3 202318
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1620.01%0.20%0.28%Q3 2013Q4 202018
NAVELLIER & ASSOCIATES INC 1260.02%0.19%0.58%Q3 2012Q3 202318
PEAPACK GLADSTONE FINANCIAL CORP 1160.02%0.04%0.07%Q2 2013Q3 202317
SIMPLEX TRADING, LLC 510.00%0.02%0.09%Q1 2015Q3 202317
Pacifica Partners Inc. 17170.14%0.20%0.26%Q4 2019Q4 202317
FIRST INTERSTATE BANK 17170.00%0.50%1.33%Q2 2013Q2 201717
Resource Management, LLC 17170.08%0.18%0.25%Q4 2017Q4 202117
WESBANCO BANK INC 1160.01%0.01%0.02%Q2 2013Q3 202317
BRINKER CAPITAL INC 17170.03%0.11%0.20%Q2 2016Q2 202017
COMMERCE BANK 1120.00%0.01%0.01%Q1 2013Q2 202317
CITY HOLDING CO 1340.00%0.01%0.01%Q4 2013Q4 202017
MONTGOMERY INVESTMENT MANAGEMENT INC 1070.13%0.43%0.77%Q2 2013Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 1070.01%0.04%0.11%Q2 2018Q3 202317
Independent Portfolio Consultants, Inc. 17170.01%0.05%0.17%Q2 2013Q2 201717
Gemmer Asset Management LLC 17170.00%0.00%0.00%Q1 2018Q1 202217
GUARDIAN CAPITAL LP 630.00%0.11%0.33%Q3 2013Q2 202217
CAPSTONE ASSET MANAGEMENT CO 17170.09%0.18%0.25%Q2 2013Q2 201717
ANDERSON HOAGLAND & CO 17170.24%0.52%0.67%Q3 2017Q3 202117
TimeScale Financial, Inc. 17170.01%0.02%0.03%Q2 2019Q2 202317
Zions Bancorporation, N.A. 17170.00%0.01%0.01%Q3 2019Q3 202317
KING LUTHER CAPITAL MANAGEMENT CORP 1070.01%0.01%0.02%Q4 2017Q3 202317
JANICZEK WEALTH MANAGEMENT, LLC 1410.00%0.03%0.10%Q4 2016Q3 202317
Oakworth Capital, Inc. 1210.00%0.01%0.01%Q4 2013Q3 202317
Maven Securities LTD 510.01%6.88%36.62%Q1 2017Q1 202317
Avalon Investment & Advisory 1430.01%0.15%0.51%Q2 2013Q1 202317
Cresset Asset Management, LLC 1020.00%0.01%0.02%Q4 2018Q3 202317
MARSHALL WACE, LLP 510.00%0.04%0.20%Q2 2014Q3 202317
180 WEALTH ADVISORS, LLC 1250.09%0.22%0.32%Q2 2018Q3 202317
EDMOND DE ROTHSCHILD HOLDING S.A. 980.00%0.00%0.01%Q2 2015Q3 202317
Laurion Capital Management LP 510.00%0.06%0.20%Q3 2013Q4 202117
COMMERZBANK AKTIENGESELLSCHAFT /FI 930.00%0.03%0.10%Q2 2013Q2 201817
ATLAS CAPITAL ADVISORS LLC 1160.00%0.05%0.20%Q3 2018Q3 202317
MONROE BANK & TRUST/MI 630.00%0.01%0.06%Q2 2013Q2 201817
Valeo Financial Advisors, LLC 810.00%0.01%0.02%Q2 2018Q3 202316
BENNICAS & ASSOCIATES, INC. 1060.20%0.38%0.54%Q2 2013Q4 202216
Verdence Capital Advisors LLC 16160.07%0.16%0.25%Q4 2017Q3 202116
Recurrent Investment Advisors LLC 16160.28%0.77%1.79%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.01%0.02%0.04%Q4 2019Q3 202316
SCHAFER CULLEN CAPITAL MANAGEMENT INC 16160.14%0.32%0.58%Q2 2013Q1 201716
Solstein Capital, LLC 1510.13%0.38%0.98%Q2 2018Q3 202316
TDAM USA INC. 1420.01%0.13%0.36%Q2 2013Q1 201816
Caption Management, LLC 910.01%0.09%0.28%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
Brookfield Asset Management 810.00%0.02%0.04%Q4 2014Q2 202316
SEVEN EIGHT CAPITAL, LP 510.02%0.16%0.51%Q1 2014Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 740.00%0.01%0.04%Q4 2016Q3 202316
Plante Moran Financial Advisors, LLC 910.00%0.01%0.03%Q2 2013Q1 202316
Chronos Wealth Management, LLC 16160.24%0.35%0.46%Q4 2019Q3 202316
Tidal Investments LLC 16160.21%0.88%1.16%Q4 2019Q3 202316
CIBC Asset Management Inc 16160.06%0.15%0.26%Q1 2014Q4 201716
AMERICAN CENTURY COMPANIES INC 16160.00%0.01%0.02%Q4 2019Q3 202316
RHUMBLINE ADVISERS 1310.00%0.00%0.01%Q2 2013Q3 202316
Gleason Group, Inc. 16160.20%0.27%0.33%Q4 2019Q3 202316
Marketfield Asset Management LLC 1330.59%2.16%3.29%Q1 2014Q2 201916
Alpha Cubed Investments, LLC 16160.02%1.10%2.39%Q4 2017Q3 202116
Carmichael Hill & Associates, Inc. 16160.05%0.06%0.07%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
STEPH & CO 16160.09%0.17%0.22%Q4 2019Q3 202316
SPROTT INC. 1010.01%0.08%0.14%Q2 2013Q3 202316
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1420.00%0.01%0.03%Q2 2013Q3 202316
CONNABLE OFFICE INC 16160.06%0.21%0.43%Q2 2013Q1 201716
Halpern Financial, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Proficio Capital Partners LLC 15150.01%0.05%0.08%Q4 2015Q2 201915
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.07%0.18%Q2 2013Q4 201615
American Research & Management Co. 1410.00%0.02%0.03%Q2 2013Q3 202215
Franklin, Parlapiano, Turner & Welch, LLC 1110.03%0.15%0.42%Q3 2014Q2 202315
Advisor Group, Inc. 15150.00%0.01%0.02%Q2 2016Q4 201915
Essex Savings Bank 1230.02%0.13%0.19%Q4 2018Q3 202315
Clarius Group, LLC 1230.02%0.04%0.07%Q2 2019Q3 202315
IHT Wealth Management, LLC 720.00%0.02%0.04%Q4 2016Q3 202315
CAZ INVESTMENTS LP 15150.36%0.89%1.60%Q2 2015Q4 201815
MSI Financial Services Inc 15150.01%0.02%0.05%Q2 2013Q4 201615
Bogart Wealth, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
OFI Advisors LLC 1140.01%0.01%0.03%Q3 2011Q3 201515
CLEAR STREET MARKETS LLC 1110.00%0.03%0.07%Q3 2017Q3 202315
LMR Partners LLP 510.18%1.35%4.00%Q3 2016Q3 202215
Rosenberg Matthew Hamilton 15150.05%0.07%0.10%Q1 2020Q3 202315
MARTIN CURRIE LTD 15150.04%0.20%0.54%Q4 2013Q2 201715
NOESIS CAPITAL MANGEMENT CORP 1410.05%0.07%0.08%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.01%0.03%Q1 2020Q3 202315
OLD MISSION CAPITAL LLC 310.07%0.89%2.02%Q4 2014Q3 202315
ABERDEEN ASSET MANAGEMENT PLC/UK 1140.00%0.00%0.00%Q2 2013Q2 201715
Ancora Advisors LLC 710.00%0.00%0.00%Q3 2018Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
PLIMOTH TRUST CO LLC 910.06%0.10%0.14%Q4 2017Q1 202215
SeaCrest Wealth Management, LLC 720.01%0.05%0.14%Q4 2017Q3 202315
CI INVESTMENTS INC. 960.00%0.31%0.84%Q1 2016Q3 202315
AVIANCE CAPITAL MANAGEMENT, LLC 810.01%0.22%1.03%Q2 2013Q1 201914
VERTEX ONE ASSET MANAGEMENT INC. 14140.11%0.25%0.48%Q4 2014Q1 201814
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.05%0.08%Q2 2013Q3 201614
Trexquant Investment LP 410.02%0.10%0.36%Q3 2015Q4 202214
TWIN FOCUS CAPITAL PARTNERS, LLC 830.04%0.17%0.35%Q2 2013Q2 202314
NINE MASTS CAPITAL Ltd 210.03%1.65%7.58%Q2 2015Q2 202314
Mercer Capital Advisers, Inc. 14140.01%0.01%0.01%Q2 2016Q3 201914
RITHOLTZ WEALTH MANAGEMENT 14140.04%0.07%0.12%Q2 2020Q3 202314
Jump Trading, LLC 310.00%0.03%0.18%Q4 2013Q1 201914
Vestmark Advisory Solutions, Inc. 610.01%0.04%0.09%Q1 2019Q3 202314
CAPITAL GUARDIAN TRUST CO 1310.00%0.02%0.03%Q2 2013Q3 201814
MISSION WEALTH MANAGEMENT, LP 14140.02%0.02%0.02%Q2 2020Q3 202314
Pinnacle Bancorp, Inc. 950.01%0.02%0.05%Q4 2018Q3 202314
Sargent Bickham Lagudis LLC 1110.00%0.01%0.01%Q2 2016Q2 202214
Parkside Financial Bank & Trust 710.00%0.00%0.01%Q3 2015Q3 202314
GROUP ONE TRADING, L.P. 810.00%0.00%0.01%Q4 2016Q3 202314
WFG Advisors, LP 14140.01%0.06%0.20%Q2 2013Q3 201614
NORTHROAD CAPITAL MANAGEMENT LLC 14141.54%2.02%2.59%Q2 2013Q3 201614
Parametric Risk Advisors LLC 14140.08%0.15%0.22%Q2 2013Q3 201614
OLD SECOND NATIONAL BANK OF AURORA 14140.01%0.01%0.02%Q4 2014Q1 201814
GAM Holding AG 710.01%0.11%0.27%Q2 2013Q2 201714
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.02%0.03%Q2 2017Q3 202014
CENTAURUS FINANCIAL, INC. 1310.01%0.03%0.06%Q2 2018Q3 202314
BANK OF NOVA SCOTIA 710.00%0.01%0.08%Q3 2017Q3 202214
Financial Management Professionals, Inc. 14140.00%0.02%0.05%Q2 2020Q3 202314
NOMURA ASSET MANAGEMENT CO LTD 1210.00%0.00%0.00%Q4 2016Q3 202313
KANALY TRUST CO 13130.00%0.01%0.01%Q4 2013Q4 201613
MOODY NATIONAL BANK TRUST DIVISION 13130.02%0.03%0.04%Q3 2018Q3 202113
West Oak Capital, LLC 1030.01%0.50%0.87%Q2 2013Q3 202113
Successful Portfolios LLC 1210.13%0.19%0.25%Q2 2019Q3 202313
STEPHENS INC /AR/ 510.00%0.01%0.02%Q3 2013Q3 202313
JACKSON SQUARE CAPITAL, LLC 1120.09%0.17%0.26%Q4 2019Q3 202313
THRIVENT FINANCIAL FOR LUTHERANS 810.00%0.00%0.00%Q2 2013Q3 201713
HARDING LOEVNER LP 1210.00%3.80%5.60%Q3 2015Q3 202313
Marshall Wace North America L.P. 540.01%0.09%0.35%Q2 2017Q3 202113
Newbridge Financial Services Group, Inc. 13130.02%0.06%0.10%Q3 2020Q3 202313
Schonfeld Strategic Advisors LLC 610.00%0.05%0.13%Q2 2016Q2 202313
LEUTHOLD GROUP, LLC 1120.06%0.18%0.87%Q2 2013Q1 202313
Wills Financial Group, Inc. 850.16%0.61%1.20%Q4 2013Q4 201813
Snowden Capital Advisors LLC 820.00%0.01%0.03%Q2 2019Q3 202313
PRIVATE TRUST CO NA 760.00%0.02%0.06%Q1 2013Q3 202313
Rossmore Private Capital 1210.01%0.28%0.37%Q4 2017Q3 202313
OBERWEIS ASSET MANAGEMENT INC/ 610.04%0.06%0.08%Q2 2013Q1 202213
Capital Analysts, LLC 710.00%0.00%0.01%Q1 2013Q2 202113
Manning & Napier Group, LLC 850.03%0.10%0.15%Q2 2018Q1 202313
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
BDO Wealth Advisors, LLC 1010.00%0.05%0.34%Q4 2017Q2 202313
Ionic Capital Management LLC 310.01%0.11%0.21%Q2 2013Q3 201513
JEPPSON WEALTH MANAGEMENT, LLC 13130.35%0.49%0.67%Q3 2020Q3 202313
Acropolis Investment Management, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.08%0.13%Q3 2020Q3 202313
Csenge Advisory Group 1210.00%0.12%0.24%Q3 2018Q4 202113
SUNTRUST BANKS INC 1120.00%0.01%0.04%Q2 2013Q3 201913
THOMPSON DAVIS & CO., INC. 13130.02%0.04%0.05%Q3 2014Q3 201713
WINTRUST INVESTMENTS LLC 1120.03%0.13%0.22%Q2 2020Q3 202313
FULTON BANK, N.A. 720.01%0.02%0.03%Q2 2013Q4 202313
NATIXIS 410.01%0.03%0.05%Q3 2014Q2 202113
Westside Investment Management, Inc. 910.00%0.00%0.00%Q4 2016Q3 202312
Liberty Mutual Group Asset Management Inc. 810.01%0.03%0.05%Q1 2015Q3 201812
BlackRock Group LTD 12120.00%0.00%0.00%Q2 2013Q1 201612
NewEdge Advisors, LLC 1110.00%0.02%0.03%Q2 2017Q3 202312
BLACKROCK ADVISORS LLC 12120.02%0.04%0.05%Q2 2013Q1 201612
Cohen Investment Advisors LLC 12121.72%2.19%2.50%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Avestar Capital, LLC 660.01%0.04%0.19%Q1 2018Q2 202212
BENJAMIN F. EDWARDS & COMPANY, INC. 710.00%0.01%0.01%Q2 2013Q3 202312
Lee Financial Co 1110.00%0.01%0.01%Q2 2020Q3 202312
Beacon Capital Management, Inc. 1110.00%0.00%0.01%Q4 2013Q2 201912
Perigon Wealth Management, LLC 610.00%0.04%0.08%Q3 2011Q3 202312
WRIGHT INVESTORS SERVICE INC 620.08%0.55%1.85%Q2 2013Q2 201912
CoreFirst Bank & Trust 12120.00%0.01%0.02%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
Ipswich Investment Management Co., Inc. 12120.01%0.45%0.93%Q2 2013Q1 201612
Independent Advisor Alliance 750.00%0.04%0.08%Q2 2020Q3 202312
A.R.T. Advisors, LLC 410.02%0.16%0.37%Q2 2013Q2 201912
MERITAGE PORTFOLIO MANAGEMENT 930.07%0.41%1.02%Q2 2019Q3 202312
HM PAYSON & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
Renasant Bank 12120.18%0.23%0.27%Q4 2020Q3 202312
Sequoia Financial Advisors, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Pinnacle Wealth Planning Services, Inc. 12120.05%0.07%0.11%Q4 2020Q3 202312
Stonehage Fleming Financial Services Holdings Ltd 12120.01%0.01%0.02%Q1 2016Q4 201812
CARILLON TOWER ADVISERS, INC. 12120.04%0.08%0.11%Q1 2018Q4 202012
SRS Capital Advisors, Inc. 750.00%0.03%0.07%Q4 2016Q3 202312
Qube Research & Technologies Ltd 310.00%0.20%1.65%Q1 2018Q3 202312
SMITH ASSET MANAGEMENT GROUP LP 1020.00%0.00%0.00%Q4 2016Q2 202112
Geneva Advisors, LLC 660.01%0.03%0.06%Q2 2013Q2 201712
INSIGHT 2811, INC. 710.00%0.12%0.19%Q2 2013Q2 201512
PARK AVENUE SECURITIES LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Capital Innovations LLC 12120.51%1.91%2.73%Q3 2016Q2 201912
Touchstone Capital, Inc. 12120.29%0.37%0.44%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Knights of Columbus Asset Advisors LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
North Star Investment Management Corp. 660.00%0.01%0.03%Q1 2014Q3 201712
YorkBridge Wealth Partners, LLC 840.00%0.11%0.20%Q4 2016Q4 202212
Cetera Advisors LLC 12120.00%0.04%0.12%Q4 2020Q3 202312
Choate Investment Advisors 610.01%0.02%0.05%Q3 2016Q3 202312
MCKINLEY CAPITAL MANAGEMENT LLC 750.01%0.08%0.21%Q2 2013Q3 202312
First Trust Direct Indexing L.P. 12120.06%0.18%0.27%Q4 2020Q3 202312
Kestra Advisory Services, LLC 12120.00%0.02%0.03%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
Verition Fund Management LLC 310.00%0.03%0.09%Q3 2014Q3 202312
WHV Investments, Inc. 12121.30%3.70%4.74%Q2 2013Q1 201612
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Alpha Omega Wealth Management LLC 11110.02%0.02%0.02%Q4 2016Q2 201911
Dynamic Technology Lab Private Ltd 410.03%0.14%0.52%Q3 2014Q4 202211
Clear Harbor Asset Management, LLC 910.01%0.12%0.20%Q2 2013Q3 202011
South Dakota Investment Council 11110.01%0.01%0.01%Q3 2014Q1 201711
Main Street Research LLC 11111.44%2.68%5.78%Q4 2016Q2 201911
Wambolt & Associates, LLC 11110.30%0.51%0.74%Q1 2021Q3 202311
GenTrust, LLC 11110.03%0.07%0.17%Q1 2021Q3 202311
GW HENSSLER & ASSOCIATES LTD 11110.19%0.30%0.38%Q2 2013Q4 201511
Hammer Asset Management, LLC 11110.85%2.19%2.98%Q2 2018Q4 202011
EDGE ASSET MANAGEMENT, INC 11110.14%0.42%0.59%Q2 2013Q4 201511
Marks Group Wealth Management, Inc 11110.05%0.09%0.12%Q1 2021Q3 202311
HIGH POINT BANK & TRUST CO 11110.00%0.02%0.03%Q2 2013Q4 201511
Bangor Savings Bank 650.01%0.04%0.10%Q4 2013Q3 202311
Sawyer & Company, Inc 740.02%0.10%0.25%Q4 2017Q3 202311
TRUEWEALTH LLC 11110.01%0.02%0.02%Q4 2017Q2 202011
DAVENPORT & Co LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Legacy Financial Advisors, Inc. 610.01%0.03%0.07%Q4 2017Q3 202311
Zions Bancorporation 910.00%0.01%0.02%Q1 2015Q3 201811
10-15 ASSOCIATES, INC. 11110.11%0.16%0.20%Q2 2017Q4 201911
SAL Trading, LLC 770.32%3.12%7.42%Q1 2022Q3 202311
Security National Bank 11110.05%0.50%0.87%Q1 2021Q3 202311
Nationwide Fund Advisors 11110.00%0.00%0.00%Q1 2015Q3 201711
Legacy Wealth Asset Management, LLC 11110.27%0.53%0.87%Q1 2021Q3 202311
MEEDER ASSET MANAGEMENT INC 920.00%0.00%0.00%Q4 2019Q3 202211
PITCAIRN CO 11110.04%0.08%0.10%Q1 2021Q3 202311
Abbrea Capital, LLC 610.03%0.04%0.06%Q1 2019Q1 202311
PRUDENTIAL FINANCIAL INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Sound Income Strategies, LLC 610.00%0.00%0.01%Q2 2018Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.01%0.09%0.18%Q1 2021Q3 202311
AE Wealth Management LLC 11110.00%0.01%0.04%Q1 2021Q3 202311
TIAA CREF INVESTMENT MANAGEMENT LLC 11110.01%0.02%0.02%Q3 2016Q1 201911
Candriam S.C.A. 410.00%0.01%0.05%Q2 2018Q1 202211
MASSMUTUAL TRUST CO FSB/ADV 1010.00%0.00%0.01%Q1 2014Q4 201611
Mariner Wealth Advisors-Cincinnati, LLC 810.01%0.87%1.68%Q2 2013Q2 201811
Empire Life Investments Inc. 11110.13%0.20%0.38%Q1 2021Q3 202311
Corient Capital Partners, LLC 420.02%0.03%0.05%Q2 2019Q3 202211
DUBUQUE BANK & TRUST CO 520.00%0.00%0.01%Q2 2013Q1 201711
Spire Wealth Management 11110.01%0.02%0.03%Q1 2021Q3 202311
ClearBridge Investments 1010.00%0.05%0.10%Q2 2013Q1 201711
Barrett Asset Management, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
Anchor Investment Management, LLC 420.00%0.00%0.01%Q1 2016Q4 202310
Integrated Investment Consultants, LLC 710.03%0.11%0.17%Q1 2016Q2 201910
KINGS POINT CAPITAL MANAGEMENT 820.01%0.02%0.03%Q2 2013Q4 201510
ADELL HARRIMAN & CARPENTER INC 10100.06%0.63%1.04%Q2 2013Q3 201510
Kovitz Investment Group Partners, LLC 910.02%0.03%0.04%Q4 2018Q4 202110
Evercore Wealth Management, LLC 10100.00%0.01%0.02%Q2 2013Q3 201510
RNC CAPITAL MANAGEMENT LLC 10100.04%0.07%0.11%Q2 2021Q3 202310
Brinker Capital Investments, LLC 810.00%0.03%0.07%Q1 2014Q4 202210
Altium Wealth Management LLC 10100.03%0.05%0.10%Q1 2020Q2 202210
HBK Sorce Advisory LLC 640.02%0.07%0.12%Q2 2013Q2 202310
Shelter Ins Profit Sharing 10101.28%1.67%2.04%Q2 2013Q3 201510
WADDELL & REED FINANCIAL INC 910.01%0.07%0.09%Q2 2013Q1 202110
Cambrian Capital Limited Partnership 10100.64%3.00%4.51%Q2 2013Q3 201510
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q4 202010
CONFLUENCE INVESTMENT MANAGEMENT LLC 730.01%0.02%0.03%Q2 2013Q3 202310
PANAGORA ASSET MANAGEMENT INC 430.00%0.01%0.02%Q3 2013Q3 202310
Larson Financial Group LLC 910.00%0.00%0.00%Q4 2018Q1 202310
CHICKASAW CAPITAL MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2013Q3 201510
Waverly Advisors, LLC 510.00%0.01%0.02%Q3 2013Q3 202310
THORNBURG INVESTMENT MANAGEMENT INC 710.00%0.03%0.20%Q2 2013Q3 202310
Quantitative Investment Management, LLC 510.05%0.15%0.28%Q2 2013Q1 202110
Investors Research Corp 820.09%0.11%0.12%Q2 2018Q4 202010
AMP Capital Investors Ltd 510.00%0.01%0.01%Q2 2016Q4 202010
ExodusPoint Capital Management, LP 510.00%0.02%0.03%Q2 2019Q2 202310
MAI Capital Management 520.00%0.01%0.03%Q3 2013Q3 202310
Advocacy Wealth Management Services, LLC 10100.01%0.02%0.06%Q4 2015Q1 201810
Boston Partners 10100.00%0.00%0.01%Q3 2017Q4 201910
Veritable, L.P. 820.00%0.02%0.03%Q4 2012Q2 201510
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.01%0.03%0.05%Q2 2013Q3 201510
Vanguard Personalized Indexing Management, LLC 10100.03%0.06%0.10%Q2 2021Q3 202310
Berkeley Capital Partners, LLC 10100.35%0.39%0.43%Q3 2017Q4 201910
CSS LLC/IL 660.01%0.05%0.09%Q3 2021Q4 202210
FineMark National Bank & Trust 10100.01%0.06%0.25%Q2 2013Q3 201510
Dynamic Capital Management Ltd 310.07%0.32%0.96%Q2 2013Q3 201710
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 820.00%0.01%0.06%Q1 2018Q3 202310
Amundi 10100.00%0.01%0.08%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.01%0.02%0.03%Q1 2020Q2 202210
NKCFO LLC 550.02%1.12%2.57%Q4 2018Q4 202110
Concord Wealth Partners 640.00%0.00%0.01%Q1 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.02%0.03%Q1 2021Q3 202310
SHEPHERD KAPLAN KROCHUK, LLC 10100.08%0.17%0.38%Q2 2013Q3 201510
JONES FINANCIAL COMPANIES LLLP 620.00%0.00%0.00%Q2 2013Q1 202310
Risk Paradigm Group, LLC 10100.01%0.02%0.04%Q1 2015Q2 201710
Cohen Capital Management, Inc. 410.03%0.04%0.05%Q1 2017Q3 202310
CAPSTONE INVESTMENT ADVISORS, LLC 440.00%0.01%0.02%Q1 2022Q4 202210
Cetera Investment Advisers 820.00%0.01%0.01%Q1 2021Q3 202310
PARSONS CAPITAL MANAGEMENT INC/RI 410.02%0.04%0.08%Q2 2013Q3 202310
PRELUDE CAPITAL MANAGEMENT, LLC 410.01%0.09%0.28%Q1 2013Q1 202310
B. Riley Wealth Advisors, Inc. 910.00%0.02%0.04%Q4 2014Q3 202310
Dynamic Advisor Solutions LLC 910.05%0.07%0.09%Q2 2016Q4 201910
SANTA BARBARA ASSET MANAGEMENT, LLC 10100.03%0.05%0.06%Q2 2013Q3 201510
Alaethes Wealth LLC 10100.00%0.52%0.90%Q2 2021Q3 202310
VOYA INVESTMENT MANAGEMENT LLC 910.00%0.11%0.17%Q4 2017Q3 202310
HHM Wealth Advisors, LLC 910.00%0.00%0.01%Q1 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Allworth Financial LP 810.00%0.00%0.00%Q1 2017Q3 202310
ACADIAN ASSET MANAGEMENT LLC 510.00%0.00%0.01%Q3 2014Q1 202310
Manchester Capital Management LLC 510.00%0.02%0.03%Q2 2014Q2 20219
KLINGENSTEIN FIELDS & CO LP 990.01%0.02%0.03%Q2 2013Q2 20159
CONGRESS ASSET MANAGEMENT CO /MA 990.02%0.03%0.04%Q2 2013Q2 20159
QCI ASSET MANAGEMENT INC/NY 990.00%0.00%0.00%Q3 2014Q3 20169
Bluefin Trading, LLC 210.01%0.16%0.38%Q3 2013Q1 20209
CVA Family Office, LLC 810.00%0.03%0.06%Q2 2021Q3 20239
Epoch Investment Partners, Inc. 720.00%0.01%0.01%Q2 2013Q3 20159
EXCELSIA, INC. 991.05%2.22%3.39%Q2 2013Q2 20159
Paloma Partners Management Co 310.00%0.03%0.09%Q4 2016Q3 20209
iAB Financial Bank 990.38%0.93%1.39%Q2 2013Q2 20159
Pinnacle Summer Investments, Inc. 810.01%0.01%0.02%Q2 2013Q3 20159
V Wealth Advisors LLC 310.04%0.04%0.06%Q2 2017Q2 20239
WESPAC Advisors, LLC 410.13%0.22%0.37%Q3 2013Q4 20229
Van Hulzen Asset Management, LLC 630.13%0.85%2.12%Q1 2015Q4 20219
Whitnell & Co. 630.00%0.00%0.00%Q3 2015Q2 20189
Castellan Group 990.52%0.80%0.92%Q3 2021Q3 20239
Blueshift Asset Management, LLC 540.02%0.12%0.24%Q2 2019Q3 20219
HOEY INVESTMENTS, INC 610.02%0.18%0.73%Q4 2020Q3 20239
RELIANCE TRUST CO OF DELAWARE 610.03%0.04%0.12%Q2 2013Q2 20169
Newman Dignan & Sheerar, Inc. 990.02%0.19%0.38%Q2 2013Q2 20159
abrdn plc 540.00%0.02%0.04%Q3 2017Q2 20239
Cable Hill Partners, LLC 410.00%0.00%0.01%Q4 2014Q1 20199
Fiduciary Trust Co International of Pennsylvania 990.02%0.09%0.18%Q2 2013Q2 20159
SPX Gestao de Recursos Ltda 210.00%0.60%1.19%Q3 2013Q3 20239
Virtu Financial LLC 310.03%0.10%0.32%Q3 2017Q2 20239
BerganKDV Wealth Management, LLC 610.00%0.00%0.00%Q4 2018Q1 20239
U.S. Capital Wealth Advisors, LLC 990.14%0.21%0.26%Q3 2021Q3 20239
WOLFF WIESE MAGANA LLC 720.01%0.01%0.02%Q1 2021Q3 20239
Regal Investment Advisors LLC 990.00%0.01%0.03%Q2 2013Q2 20159
Stonehage Fleming (UK) Ltd 990.06%0.26%0.67%Q4 2013Q4 20159
Thomas J. Herzfeld Advisors, Inc. 990.00%0.00%0.01%Q2 2017Q2 20199
Independence Bank of Kentucky 990.00%0.00%0.00%Q3 2021Q3 20239
SeaBridge Investment Advisors LLC 990.07%0.12%0.16%Q2 2013Q2 20159
Teamwork Financial Advisors, LLC 720.08%0.23%0.75%Q1 2021Q3 20239
Archford Capital Strategies, LLC 630.05%0.08%0.10%Q2 2021Q3 20239
COUNTRY TRUST BANK 420.00%0.04%0.11%Q2 2014Q3 20219
BAKER BOYER NATIONAL BANK 990.49%2.46%3.48%Q2 2013Q2 20159
AlphaStar Capital Management, LLC 630.03%0.06%0.09%Q1 2021Q3 20239
FAYEZ SAROFIM & CO 710.00%0.00%0.01%Q2 2013Q3 20239
Athos Capital Ltd 720.37%3.25%12.13%Q3 2018Q4 20209
OARSMAN CAPITAL, INC. 990.18%0.33%0.47%Q2 2013Q2 20159
MANAGED ACCOUNT ADVISORS LLC 990.05%0.10%0.12%Q2 2013Q2 20159
Ten Capital Wealth Advisors, LLC 810.00%0.01%0.01%Q4 2020Q1 20239
One Capital Management, LLC 810.13%0.29%0.42%Q1 2014Q2 20169
Horan Securities, Inc. 720.00%0.00%0.00%Q1 2021Q2 20239
BOSTON FAMILY OFFICE LLC 990.08%0.40%0.58%Q2 2013Q2 20159
Essex Financial Services, Inc. 540.09%0.19%0.49%Q2 2021Q3 20239
CastleArk Alternatives, LLC 810.01%1.96%4.91%Q1 2019Q3 20219
BFSG, LLC 630.12%0.19%0.23%Q2 2021Q3 20239
D'Orazio & Associates, Inc. 810.00%0.00%0.01%Q4 2013Q3 20219
SOL Capital Management CO 510.03%0.06%0.10%Q2 2013Q3 20239
One Wealth Advisors, LLC 630.07%0.13%0.19%Q1 2021Q2 20239
Horrell Capital Management, Inc. 990.00%0.00%0.00%Q2 2013Q2 20159
JD CAPITAL MANAGEMENT LLC 440.20%0.42%1.00%Q1 2014Q4 20149
SCHWARTZ INVESTMENT COUNSEL INC 990.02%0.04%0.08%Q2 2013Q2 20159
CANANDAIGUA NATIONAL BANK & TRUST CO 880.15%0.24%0.30%Q1 2017Q4 20188
Neuburgh Advisers LLC 880.03%0.03%0.03%Q4 2016Q3 20188
Baltimore-Washington Financial Advisors, Inc. 880.00%0.01%0.01%Q4 2013Q3 20158
Keel Point, LLC 510.02%0.03%0.05%Q1 2021Q3 20238
OmniStar Financial Group, Inc. 610.36%0.99%1.46%Q4 2018Q2 20228
First National Bank of Mount Dora, Trust Investment Services 880.41%0.70%0.91%Q4 2013Q3 20158
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.01%0.18%0.43%Q3 2014Q3 20218
SG3 Management, LLC 410.01%0.02%0.04%Q2 2019Q4 20218
Human Investing LLC 410.00%0.10%0.27%Q2 2019Q1 20238
Meadow Creek Investment Management LLC 880.01%0.01%0.02%Q4 2016Q3 20188
Western Pacific Wealth Management, LP 880.00%0.00%0.00%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.00%0.01%Q4 2021Q3 20238
Point72 Asset Management, L.P. 310.00%0.07%0.24%Q2 2014Q3 20238
STONNINGTON GROUP, LLC 620.01%0.27%0.56%Q1 2021Q1 20238
HRT FINANCIAL LP 210.00%0.01%0.03%Q2 2019Q2 20238
TURNER INVESTMENTS LLC 880.01%0.03%0.09%Q2 2013Q1 20158
West Family Investments, Inc. 420.16%0.24%0.35%Q2 2021Q3 20238
LUMINUS MANAGEMENT LLC 310.01%0.25%0.64%Q1 2015Q3 20198
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 710.01%0.05%0.11%Q3 2016Q3 20188
Walleye Capital LLC 440.00%0.01%0.01%Q4 2022Q3 20238
Intellectus Partners, LLC 880.04%0.04%0.05%Q4 2016Q3 20188
ALBERT D MASON INC 880.44%0.50%0.56%Q1 2022Q4 20238
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.00%0.00%Q1 2020Q4 20218
Schechter Investment Advisors, LLC 880.03%0.08%0.11%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 880.74%0.88%1.00%Q4 2017Q3 20198
AVANTAX ADVISORY SERVICES, INC. 880.01%0.01%0.01%Q4 2021Q3 20238
Union Investments & Development Ltd. 880.04%0.08%0.12%Q4 2021Q3 20238
IMS Capital Management 710.01%0.42%0.76%Q2 2013Q3 20188
HARBOR INVESTMENT ADVISORY, LLC 880.00%0.02%0.02%Q4 2019Q3 20218
Fractal Investments LLC 880.46%0.57%0.69%Q4 2021Q3 20238
Blue Fin Capital, Inc. 880.16%0.44%0.70%Q4 2013Q3 20158
Quantamental Technologies LLC 310.00%0.25%0.42%Q1 2019Q4 20228
Bayesian Capital Management, LP 310.05%0.16%0.30%Q3 2017Q3 20238
Pekin Hardy Strauss, Inc. 880.06%0.09%0.11%Q4 2021Q3 20238
COLONY GROUP LLC 880.00%0.00%0.00%Q4 2013Q3 20158
Stratos Wealth Partners, LTD. 420.00%0.00%0.01%Q4 2017Q3 20238
Biltmore Family Office, LLC 880.08%0.10%0.14%Q4 2021Q3 20238
Financial Insights, Inc. 510.14%0.26%0.33%Q4 2018Q2 20218
Nuveen Asset Management, LLC 710.00%0.01%0.01%Q2 2019Q3 20238
EMFO, LLC 882.56%3.43%4.08%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 880.00%0.01%0.03%Q4 2021Q3 20238
BAHL & GAYNOR INC 880.01%0.07%0.13%Q2 2013Q1 20158
CAMBRIDGE TRUST CO 880.00%0.00%0.00%Q4 2021Q3 20238
STERNE AGEE GROUP, INC. 880.14%0.20%0.32%Q2 2013Q1 20158
Lombard Odier & Cie (Canada), Limited Partnership 880.04%0.05%0.09%Q4 2013Q3 20158
InterOcean Capital, LLC 880.09%0.98%1.54%Q2 2013Q1 20158
First PREMIER Bank 880.01%0.02%0.03%Q4 2021Q3 20238
UMB Bank, n.a. 880.02%0.03%0.05%Q4 2021Q3 20238
Ridgewood Investments LLC 880.11%0.29%0.47%Q3 2021Q2 20238
First Personal Financial Services 510.00%0.01%0.01%Q4 2014Q3 20238
CQS (US), LLC 880.45%2.11%5.48%Q1 2020Q4 20218
LOGAN CAPITAL MANAGEMENT INC 620.00%0.00%0.00%Q2 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 880.73%1.00%1.19%Q4 2021Q3 20238
Tyers Asset Management LLC 880.03%0.04%0.04%Q4 2016Q3 20188
RMB Capital Management, LLC 880.01%0.13%0.32%Q2 2013Q1 20158
Donoghue Forlines LLC 880.19%0.34%0.46%Q4 2021Q3 20238
Grove Bank & Trust 440.00%0.01%0.03%Q4 2016Q3 20238
Almanack Investment Partners, LLC. 410.03%0.05%0.08%Q3 2018Q1 20218
KESTRA PRIVATE WEALTH SERVICES, LLC 410.01%0.01%0.02%Q2 2021Q3 20238
BRANDYWINE OAK PRIVATE WEALTH LLC 420.02%0.06%0.11%Q4 2018Q1 20228
AXA S.A. 510.00%0.00%0.00%Q3 2020Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.05%0.07%Q4 2021Q3 20238
Forum Financial Management, LP 880.04%0.07%0.11%Q4 2021Q3 20238
FNY Investment Advisers, LLC 510.12%0.60%1.37%Q3 2018Q1 20238
WealthTrust Axiom LLC 310.07%0.12%0.27%Q4 2013Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.01%0.02%Q2 2019Q2 20238
LGT Group Foundation 880.01%0.01%0.01%Q4 2021Q3 20238
Winfield Associates, Inc. 880.01%0.01%0.01%Q1 2016Q4 20178
Susquehanna International Group Ltd. 710.25%1.56%3.99%Q3 2021Q3 20238
PHILADELPHIA INTERNATIONAL ADVISORS LP 881.66%1.89%2.33%Q2 2013Q1 20158
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q4 2017Q3 20198
BAIRD ROBERT W & CO INC /WI/ 880.02%0.02%0.04%Q2 2013Q1 20158
First City Capital Management, Inc. 880.01%0.01%0.02%Q2 2014Q1 20168
Flinton Capital Management LLC 880.04%0.04%0.05%Q4 2016Q3 20188
LAKE STREET ADVISORS GROUP, LLC 410.02%0.03%0.05%Q3 2020Q2 20238
Annex Advisory Services, LLC 880.22%0.25%0.28%Q1 2018Q4 20198
WASHINGTON TRUST Co 710.00%0.00%0.00%Q2 2018Q3 20218
Quent Capital, LLC 880.00%0.00%0.02%Q4 2021Q3 20238
IEQ CAPITAL, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.07%0.09%0.11%Q4 2021Q3 20238
HALL LAURIE J TRUSTEE 530.02%0.02%0.03%Q4 2015Q4 20178
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.02%Q2 2013Q1 20158
Arlington Partners LLC 880.02%0.04%0.10%Q1 2021Q4 20228
EverSource Wealth Advisors, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
PALLADIUM PARTNERS LLC 510.00%0.06%0.11%Q2 2013Q1 20228
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Sensato Investors LLC 710.03%2.15%3.90%Q4 2017Q1 20208
Avior Wealth Management, LLC 710.00%0.01%0.03%Q4 2018Q3 20238
NORWOOD FINANCIAL CORP 880.02%0.03%0.03%Q4 2021Q3 20238
Sowell Financial Services LLC 710.00%0.00%0.01%Q4 2016Q1 20218
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
AT Bancorp 880.06%0.08%0.10%Q2 2013Q1 20158
Sumitomo Mitsui Trust Holdings, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 770.08%0.09%0.10%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 770.02%0.02%0.04%Q1 2022Q3 20237
Brown Advisory Securities, LLC 770.08%0.11%0.17%Q2 2013Q4 20147
Inspire Advisors, LLC 610.03%0.08%0.09%Q4 2020Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Ellevest, Inc. 510.00%0.00%0.01%Q2 2019Q1 20237
WINMILL & CO. INC 771.53%1.68%1.83%Q1 2022Q3 20237
Chevy Chase Trust Holdings, LLC 610.00%0.01%0.02%Q3 2013Q4 20197
Sicart Associates LLC 770.14%0.22%0.32%Q3 2017Q1 20197
Li Winifred I 770.00%0.09%0.11%Q2 2013Q4 20147
Kovack Advisors, Inc. 770.04%0.06%0.07%Q1 2022Q3 20237
ROBERTS GLORE & CO INC /IL/ 770.08%0.08%0.09%Q1 2022Q3 20237
Realta Investment Advisors 410.01%0.03%0.06%Q1 2019Q3 20237
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 770.01%0.01%0.01%Q2 2013Q4 20147
Cardinal Capital Management 520.55%0.73%0.98%Q3 2013Q2 20157
DENVER INVESTMENT ADVISORS LLC 770.01%0.05%0.08%Q2 2013Q4 20147
Vise Technologies, Inc. 770.22%0.29%0.35%Q1 2022Q3 20237
Hikari Power Ltd 770.82%0.89%1.02%Q1 2022Q3 20237
TIAA CREF TRUST CO FSB/MO 770.01%0.05%0.11%Q4 2013Q2 20157
MACKENZIE FINANCIAL CORP 520.00%0.02%0.02%Q1 2021Q3 20237
Hikari Tsushin, Inc. 770.66%0.78%0.92%Q1 2022Q3 20237
Aquatic Capital Management LLC 520.03%0.10%0.24%Q4 2021Q3 20237
Crescent Grove Advisors, LLC 770.03%0.04%0.06%Q3 2021Q1 20237
Quilter Plc 430.01%0.01%0.01%Q4 2020Q3 20237
VAN ECK ASSOCIATES CORP 430.00%0.03%0.07%Q1 2020Q3 20227
Placemark Investments, Inc. 770.05%0.08%0.10%Q2 2013Q4 20147
Washington Trust Advisors, Inc. 430.00%0.00%0.01%Q4 2021Q3 20237
Holowesko Partners Ltd. 771.53%2.01%2.40%Q1 2022Q3 20237
Williams Jones Wealth Management, LLC. 770.00%0.01%0.01%Q1 2022Q3 20237
HANSEATIC MANAGEMENT SERVICES INC 770.00%0.00%0.01%Q1 2017Q3 20187
Prospera Financial Services Inc 410.00%0.01%0.03%Q3 2020Q3 20237
Veracity Capital LLC 770.25%0.40%0.57%Q1 2022Q3 20237
Brookstone Capital Management 520.00%0.00%0.01%Q2 2015Q1 20237
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 610.00%0.01%0.02%Q4 2019Q2 20237
COMERICA SECURITIES,INC. 610.01%0.02%0.03%Q1 2021Q4 20227
CAMG Solamere Management, LLC 770.62%0.74%0.83%Q1 2020Q3 20217
Cardinal Capital Management, Inc. 610.00%0.39%1.15%Q2 2014Q1 20217
HORIZON KINETICS ASSET MANAGEMENT LLC 410.00%0.01%0.02%Q3 2020Q1 20237
ALERUS FINANCIAL NA 770.04%0.72%1.58%Q1 2022Q3 20237
Cerity Partners LLC 770.01%0.02%0.03%Q1 2022Q3 20237
CYPRESS CAPITAL MANAGEMENT LLC 610.03%0.36%0.46%Q1 2018Q1 20227
EXCHANGE TRADED CONCEPTS, LLC 320.00%0.02%0.05%Q4 2019Q4 20237
GREAT WEST LIFE ASSURANCE CO /CAN/ 770.00%0.00%0.00%Q4 2013Q2 20157
HIGH POINTE CAPITAL MANAGEMENT LLC 410.46%0.60%0.76%Q1 2019Q1 20227
Fusion Capital, LLC 772.98%3.24%3.46%Q1 2022Q3 20237
Sky Investment Group LLC 770.17%0.55%0.92%Q3 2013Q1 20157
Family Capital Trust Co 770.04%0.05%0.06%Q2 2013Q4 20147
BRUNI J V & CO /CO 770.04%0.06%0.08%Q4 2014Q2 20167
NEWGATE CAPITAL MANAGEMENT LLC 770.41%0.61%0.82%Q2 2013Q4 20147
ATWOOD & PALMER INC 610.00%0.00%0.00%Q4 2014Q1 20207
SHAPIRO ROBERT N 770.09%0.14%0.17%Q2 2013Q4 20147
Convergence Investment Partners, LLC 610.00%0.07%0.13%Q2 2013Q1 20187
USCA RIA LLC 430.07%0.13%0.22%Q3 2013Q2 20217
MYCIO WEALTH PARTNERS, LLC 410.00%0.00%0.01%Q2 2013Q3 20167
Mount Yale Investment Advisors, LLC 430.00%0.04%0.08%Q1 2018Q4 20227
MANCHESTER FINANCIAL INC 610.03%0.04%0.05%Q2 2019Q1 20217
Arkadios Wealth Advisors 410.00%0.01%0.03%Q4 2019Q1 20227
Ameritas Investment Partners, Inc. 610.00%0.00%0.00%Q4 2015Q3 20207
SILVERCREST ASSET MANAGEMENT GROUP LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Integrated Wealth Management 770.00%0.01%0.01%Q1 2015Q3 20167
Hanson & Doremus Investment Management 610.00%0.01%0.01%Q2 2019Q2 20217
Bank of New Hampshire 770.05%0.05%0.06%Q1 2022Q3 20237
Northwest Bancshares, Inc. 770.25%0.30%0.37%Q1 2022Q3 20237
COWEN AND COMPANY, LLC 430.21%0.63%1.64%Q1 2020Q4 20217
CENTRAL BANK & TRUST CO 770.04%0.06%0.08%Q2 2013Q4 20147
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Y-Intercept (Hong Kong) Ltd 310.04%0.18%0.28%Q1 2021Q2 20237
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
MILLER HOWARD INVESTMENTS INC /NY 610.04%0.22%0.28%Q1 2015Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.03%0.17%Q2 2013Q4 20147
DDD Partners, LLC 320.03%0.03%0.04%Q1 2021Q2 20237
Fieldpoint Private Securities, LLC 770.03%0.09%0.37%Q4 2020Q2 20227
Vectors Research Management, LLC 770.00%0.01%0.03%Q4 2020Q2 20227
Lenox Wealth Management, Inc. 610.00%0.00%0.01%Q2 2018Q2 20207
Shepherd Financial Partners LLC 770.09%0.21%0.30%Q1 2022Q3 20237
Rehmann Capital Advisory Group 770.00%0.01%0.01%Q1 2018Q3 20197
Legal Advantage Investments, Inc. 770.44%0.54%0.64%Q1 2022Q3 20237
STRATEGY ASSET MANAGERS LLC 771.71%1.99%2.36%Q1 2022Q3 20237
LIBERTY WEALTH MANAGEMENT LLC 410.00%0.01%0.06%Q1 2019Q1 20237
ACG Wealth 510.00%0.07%0.24%Q2 2013Q2 20227
BREMER TRUST NATIONAL ASSOCIATION 610.00%0.08%0.10%Q2 2013Q4 20187
Apriem Advisors 770.02%0.03%0.04%Q3 2013Q1 20157
Tyler-Stone Wealth Management 520.02%0.03%0.03%Q4 2021Q3 20237
Nikko Asset Management Americas, Inc. 770.09%0.11%0.14%Q1 2022Q3 20237
Covestor Ltd 770.01%0.02%0.02%Q1 2022Q3 20237
INTRUST BANK NA 770.04%0.04%0.05%Q1 2022Q3 20237
FIRST HAWAIIAN BANK 310.00%0.02%0.04%Q2 2013Q1 20237
Delek Group, Ltd. 770.54%0.73%0.93%Q4 2017Q2 20197
Douglass Winthrop Advisors, LLC 610.01%0.03%0.04%Q1 2014Q2 20237
Knuff & Co LLC 770.02%0.02%0.03%Q3 2021Q1 20237
Total Clarity Wealth Management, Inc. 610.01%0.14%0.29%Q3 2021Q3 20237
Hamilton Point Investment Advisors, LLC 660.39%0.80%1.04%Q4 2013Q1 20156
K2 PRINCIPAL FUND, L.P. 310.05%0.11%0.18%Q1 2015Q1 20206
Stamos Capital Partners, L.P. 660.07%0.20%0.33%Q2 2022Q3 20236
MARINER INVESTMENT GROUP LLC 220.02%0.28%0.87%Q3 2013Q4 20136
VisionPoint Advisory Group, LLC 660.06%0.22%0.30%Q2 2022Q3 20236
MATHER GROUP, LLC. 420.00%0.00%0.01%Q4 2021Q3 20236
FIRST NEW YORK SECURITIES LLC /NY 210.02%0.22%0.59%Q1 2014Q3 20166
McGowan Group Asset Management, Inc. 660.06%0.26%0.64%Q1 2022Q2 20236
Eagle Bay Advisors LLC 330.00%0.03%0.04%Q2 2021Q4 20226
Windsor Financial Group, LLC 330.10%0.12%0.14%Q1 2015Q2 20176
Cullen Capital Management, LLC 410.02%0.03%0.04%Q2 2015Q4 20226
SEI TRUST CO 660.15%0.18%0.20%Q2 2013Q3 20146
RUSSELL FRANK CO/ 660.01%0.02%0.03%Q2 2013Q3 20146
XTX Topco Ltd 310.05%0.12%0.34%Q1 2021Q3 20236
Traynor Capital Management, Inc. 660.03%0.04%0.04%Q2 2022Q3 20236
First National Bank of Hutchinson 420.16%0.21%0.26%Q1 2022Q3 20236
Venturi Wealth Management, LLC 420.02%0.03%0.05%Q1 2019Q3 20236
SPOT TRADING L.L.C. 220.02%0.05%0.08%Q2 2017Q3 20176
Stifel Trust Company, N.A. 660.03%0.04%0.04%Q2 2013Q3 20146
Penserra Capital Management LLC 510.00%0.01%0.02%Q1 2022Q3 20236
NEXT CENTURY GROWTH INVESTORS LLC 660.01%0.03%0.04%Q2 2016Q3 20176
STRATTON MANAGEMENT CO 660.01%0.02%0.02%Q2 2013Q3 20146
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.01%0.02%0.02%Q2 2015Q3 20166
Orion Capital Management LLC 510.01%0.01%0.01%Q1 2022Q3 20236
True North Advisors, LLC 660.07%0.09%0.10%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.23%0.28%0.34%Q2 2013Q3 20146
GFS Advisors, LLC 660.02%0.10%0.15%Q3 2015Q4 20166
Banyan Partners, LLC 660.05%0.08%0.11%Q2 2013Q3 20146
White Pine Investment CO 660.22%0.27%0.32%Q2 2013Q3 20146
Birch Hill Investment Advisors LLC 660.03%0.05%0.08%Q2 2013Q3 20146
Atria Investments, Inc 210.01%0.02%0.03%Q3 2014Q3 20236
DGS Capital Management, LLC 660.35%0.68%0.94%Q4 2021Q1 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.00%0.04%0.07%Q4 2020Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.01%0.02%Q4 2019Q3 20236
XML Financial, LLC 510.03%0.08%0.10%Q1 2022Q3 20236
Lehman Financial Resources, Inc. 660.00%0.00%0.00%Q4 2012Q1 20146
Clarkston Capital Partners, LLC 330.02%0.08%0.14%Q1 2014Q3 20156
NAPLES GLOBAL ADVISORS, LLC 510.03%0.03%0.04%Q1 2022Q3 20236
Regency Capital Management Inc.\DE 330.08%0.38%1.10%Q4 2021Q2 20236
Texan Capital Management 660.12%0.18%0.36%Q2 2013Q3 20146
Elite Wealth Management, Inc. 660.06%0.10%0.14%Q3 2012Q4 20136
NORDEA INVESTMENT MANAGEMENT AB 660.00%0.00%0.00%Q2 2013Q3 20146
SENTINEL ASSET MANAGEMENT, INC. 660.32%0.37%0.41%Q2 2013Q3 20146
TCW GROUP INC 310.01%0.01%0.02%Q3 2013Q3 20196
FORA Capital, LLC 210.05%0.38%0.92%Q4 2019Q3 20226
Sheaff Brock Investment Advisors, LLC 510.02%0.04%0.05%Q1 2022Q3 20236
Avion Wealth 660.00%0.02%0.05%Q2 2022Q3 20236
KMS FINANCIAL SERVICES, INC 660.04%0.07%0.13%Q2 2013Q3 20146
Addison Advisors LLC 660.00%0.00%0.02%Q3 2021Q4 20226
1919 Investment Counsel, LLC 660.08%0.11%0.14%Q2 2013Q3 20146
FIRST QUADRANT LLC/CA 660.00%0.00%0.00%Q2 2013Q3 20146
GRATRY & Co LLC 510.74%0.80%0.94%Q2 2013Q4 20146
Coston, McIsaac & Partners 660.00%0.01%0.01%Q2 2022Q3 20236
Edmond de Rothschild (Europe) 660.01%0.01%0.02%Q2 2015Q3 20166
First Allied Advisory Services, Inc. 410.01%0.03%0.04%Q2 2013Q2 20156
Pendal Group Ltd 660.04%0.40%0.64%Q3 2021Q4 20226
EMERSON INVESTMENT MANAGEMENT, LLC 660.28%0.48%0.54%Q3 2013Q4 20146
FCA CORP /TX 510.14%0.68%1.00%Q2 2014Q3 20236
Capricorn Fund Managers Ltd 420.23%3.81%7.30%Q1 2022Q3 20236
Bristlecone Advisors, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
DAVIS R M INC 660.03%0.05%0.08%Q2 2013Q3 20146
Retirement Planning Co of New England, Inc. 330.04%0.14%0.17%Q4 2021Q2 20236
Alexandria Capital, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Ovata Capital Management Ltd 421.70%3.72%10.19%Q1 2022Q3 20236
Naviter Wealth, LLC 660.48%0.56%0.64%Q2 2022Q3 20236
BRADLEY FOSTER & SARGENT INC/CT 660.02%0.02%0.03%Q2 2013Q3 20146
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2014Q1 20166
SouthState Corp 660.17%0.19%0.20%Q2 2022Q3 20236
Mutual Advisors, LLC 510.01%0.01%0.02%Q1 2022Q3 20236
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q1 20216
Capital World Investors 660.01%0.02%0.02%Q1 2014Q2 20156
Frontier Wealth Management LLC 310.02%0.05%0.09%Q4 2014Q4 20166
Baker Avenue Asset Management, LP 420.02%0.04%0.05%Q2 2014Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Paradiem, LLC 660.28%0.38%0.47%Q2 2022Q3 20236
JFS WEALTH ADVISORS, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Morningstar Investment Services LLC 660.02%0.08%0.13%Q2 2013Q3 20146
MARSHWINDS ADVISORY CO 510.10%0.11%0.12%Q3 2016Q3 20186
WealthPLAN Partners, LLC 330.02%0.02%0.03%Q3 2021Q2 20236
Radin Capital Partners Inc. 558.04%9.60%11.06%Q3 2018Q3 20195
Tradition Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Olympiad Research LP 410.09%0.12%0.14%Q2 2021Q3 20225
High Net Worth Advisory Group LLC 550.00%0.04%0.06%Q4 2021Q4 20225
Townsend & Associates, Inc 551.77%2.24%3.03%Q3 2022Q3 20235
Florence Capital Advisors, LLC 550.00%0.01%0.01%Q4 2016Q4 20175
Legal & General Group Plc 550.00%0.00%0.00%Q2 2013Q2 20145
DRIEHAUS CAPITAL MANAGEMENT LLC 310.00%0.12%0.47%Q1 2014Q3 20165
TRUE Private Wealth Advisors 210.00%0.03%0.04%Q3 2018Q1 20225
Wilmington Trust, National Association 550.03%0.04%0.05%Q2 2013Q2 20145
BBVA USA Bancshares, Inc. 550.04%0.06%0.07%Q1 2020Q1 20215
Annandale Capital, LLC 550.37%0.42%0.47%Q2 2022Q2 20235
InterOcean Capital Group, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Edge Wealth Management LLC 550.18%0.79%3.06%Q2 2013Q2 20145
SJS Investment Consulting Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Principal Street Partners, LLC 550.07%0.08%0.10%Q1 2022Q1 20235
WESTFIELD CAPITAL MANAGEMENT CO LP 210.02%0.03%0.04%Q1 2019Q2 20235
JNBA Financial Advisors 210.00%0.02%0.03%Q3 2016Q2 20225
SOMERVILLE KURT F 550.10%0.13%0.18%Q4 2012Q4 20135
OneDigital Investment Advisors LLC 410.00%0.00%0.00%Q2 2017Q3 20185
CHARTWELL INVESTMENT PARTNERS, LLC 550.01%0.01%0.01%Q2 2014Q2 20155
Ranch Capital Advisors Inc. 550.00%0.00%0.01%Q4 2019Q4 20205
Equitable Holdings, Inc. 550.00%0.01%0.01%Q2 2022Q2 20235
BOOTHBAY FUND MANAGEMENT, LLC 410.02%0.10%0.26%Q2 2021Q1 20235
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Front Row Advisors LLC 410.00%0.00%0.00%Q1 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.09%0.11%0.13%Q3 2022Q3 20235
Integrated Advisors Network LLC 410.01%0.01%0.02%Q1 2022Q3 20235
MAS Advisors LLC 550.16%0.36%0.47%Q3 2022Q3 20235
FOX RUN MANAGEMENT, L.L.C. 210.07%0.21%0.32%Q2 2016Q2 20185
Addenda Capital Inc. 550.21%0.22%0.24%Q3 2022Q3 20235
Calvert Investment Management, Inc. 550.02%0.02%0.02%Q4 2015Q4 20165
Windsor Creek Advisors, LLC 550.19%0.23%0.26%Q2 2020Q2 20215
BUCKINGHAM STRATEGIC WEALTH, LLC 210.01%0.04%0.07%Q2 2019Q3 20235
CKW FINANCIAL GROUP 210.00%0.01%0.01%Q4 2013Q2 20155
Tradewinds Global Investors, LLC 550.08%0.11%0.12%Q2 2015Q2 20165
CT Financial Advisors LLC 410.01%0.01%0.03%Q1 2014Q3 20155
Capital International Investors 410.00%0.01%0.01%Q1 2022Q3 20235
Anson Funds Management LP 210.21%0.38%0.60%Q3 2020Q2 20235
Vident Investment Advisory, LLC 310.01%0.03%0.04%Q3 2020Q2 20235
PacWest Financial Management Inc 410.28%0.66%0.89%Q2 2013Q4 20145
PUTNAM INVESTMENTS LLC 310.00%0.01%0.02%Q1 2015Q3 20235
Destination Wealth Management 410.00%0.00%0.01%Q1 2018Q2 20195
Farmers & Merchants Trust Co of Chambersburg PA 550.08%0.10%0.12%Q3 2022Q3 20235
Cypress Capital Group 550.06%0.06%0.08%Q2 2013Q2 20145
OKABENA INVESTMENT SERVICES INC 410.01%0.04%0.08%Q2 2021Q3 20225
ACUITY INVESTMENT MANAGEMENT INC 550.03%0.54%0.97%Q3 2013Q3 20145
Timber Hill LLC 410.00%0.02%0.04%Q1 2015Q3 20165
BLUEFIN CAPITAL MANAGEMENT, LLC 210.01%0.02%0.04%Q1 2021Q2 20225
Stratos Wealth Advisors, LLC 550.06%0.11%0.16%Q4 2021Q4 20225
NATIONAL PLANNING CORP 550.02%0.03%0.04%Q3 2014Q3 20155
OppenheimerFunds, Inc. 410.00%0.01%0.01%Q1 2015Q1 20195
Clark Capital Management Group, Inc. 550.36%0.43%0.50%Q2 2020Q2 20215
HANSBERGER GLOBAL INVESTORS INC/FL 550.43%0.53%0.67%Q2 2013Q2 20145
RPg Family Wealth Advisory, LLC 210.00%0.01%0.02%Q3 2016Q1 20225
Compass Wealth Management LLC 550.07%0.07%0.08%Q4 2022Q4 20235
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
Apollon Wealth Management, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
FNY Managed Accounts LLC 320.06%1.02%4.32%Q3 2014Q4 20165
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
EXENCIAL WEALTH ADVISORS, LLC 210.01%0.01%0.01%Q1 2013Q1 20235
BigSur Wealth Management LLC 410.14%0.16%0.20%Q4 2017Q1 20195
G&S Capital LLC 310.01%1.53%2.70%Q4 2017Q2 20195
KEMPNER CAPITAL MANAGEMENT INC. 550.50%0.55%0.58%Q3 2022Q3 20235
TRUST DEPARTMENT MB FINANCIAL BANK N A 550.00%0.00%0.01%Q3 2013Q3 20145
AMERICAN NATIONAL BANK 320.00%0.01%0.01%Q3 2014Q2 20235
Jane Street Holding, LLC 220.00%0.05%0.08%Q2 2013Q3 20135
Range Financial Group LLC 320.28%0.73%1.14%Q1 2021Q2 20235
Graves Light Lenhart Wealth, Inc. 550.01%0.01%0.01%Q4 2020Q4 20215
Archer Investment Corp 320.00%0.02%0.02%Q3 2020Q3 20235
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 550.08%0.11%0.11%Q3 2022Q3 20235
Texas Yale Capital Corp. 320.02%0.03%0.05%Q1 2014Q3 20225
Capital Market Strategies LLC 320.21%0.23%0.26%Q3 2022Q4 20235
CSat Investment Advisory, L.P. 550.03%0.47%0.78%Q3 2019Q3 20205
Select Equity Group, L.P. 310.30%0.83%2.24%Q2 2014Q2 20225
Malaga Cove Capital, LLC 550.12%0.15%0.19%Q3 2022Q3 20235
Vantage Investment Advisors, LLC 550.01%0.02%0.02%Q4 2013Q4 20145
VALLEY NATIONAL BANCORP 550.01%0.01%0.02%Q4 2013Q4 20145
Empowered Funds, LLC 320.04%0.11%0.16%Q4 2020Q2 20235
Vigilant Capital Management, LLC 310.00%0.00%0.00%Q4 2017Q3 20215
Northeast Financial Consultants Inc 550.02%0.03%0.03%Q1 2022Q1 20235
MADDEN SECURITIES Corp 550.44%1.36%2.72%Q1 2022Q1 20235
Smart Portfolios, LLC 550.08%0.10%0.13%Q1 2018Q1 20195
EAGLE GLOBAL ADVISORS LLC 550.01%0.01%0.01%Q4 2016Q4 20175
QUANTUM CAPITAL MANAGEMENT 550.05%0.06%0.07%Q3 2019Q3 20205
CAAS CAPITAL MANAGEMENT LP 210.01%0.07%0.17%Q1 2021Q4 20215
LUCAS CAPITAL MANAGEMENT 550.09%0.11%0.15%Q2 2013Q2 20145
TRUSTCO BANK CORP N Y 550.21%0.30%0.39%Q2 2013Q2 20145
Klingman & Associates, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
VICTORY CAPITAL MANAGEMENT INC 410.00%0.02%0.03%Q4 2018Q1 20235
Private Portfolio Partners LLC 550.09%0.10%0.11%Q4 2020Q4 20215
WILMINGTON TRUST CO 550.04%0.04%0.04%Q2 2013Q2 20145
PDT Partners, LLC 210.05%0.16%0.24%Q2 2013Q3 20155
Sageworth Trust Co 410.00%0.00%0.01%Q1 2021Q1 20235
Strategic Financial Services, Inc, 550.53%0.61%0.68%Q3 2014Q3 20155
Baron Wealth Management LLC 550.14%0.15%0.17%Q4 2022Q4 20235
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
BOSTON ADVISORS LLC 310.01%0.01%0.01%Q2 2013Q2 20144
Itau Unibanco Holding S.A. 310.00%0.01%0.01%Q1 2022Q1 20234
AIGEN INVESTMENT MANAGEMENT, LP 210.06%0.68%1.23%Q3 2021Q3 20234
Enlightenment Research, LLC 110.12%0.25%0.36%Q2 2019Q1 20224
Virtus ETF Advisers LLC 440.46%0.62%0.71%Q1 2020Q4 20204
RMR Wealth Builders 210.01%0.02%0.03%Q4 2019Q1 20214
Dorsey Wright & Associates 310.80%0.87%0.93%Q1 2019Q1 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.01%Q4 2022Q3 20234
EULAV Asset Management 440.15%0.17%0.18%Q2 2013Q1 20144
MRP Capital Investments, LLC 440.46%0.67%1.21%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.01%0.01%0.02%Q4 2022Q3 20234
MCIA Inc 220.01%0.10%0.24%Q2 2017Q1 20214
Ahrens Investment Partners LLC 310.02%0.09%0.15%Q4 2021Q1 20234
Susquehanna International Securities, Ltd. 442.48%3.66%6.91%Q4 2022Q3 20234
Employees Retirement System of Texas 440.01%0.02%0.04%Q3 2021Q2 20224
Vermillion Asset Management LLC 110.01%2.32%7.32%Q2 2013Q4 20134
INVICTUS PRIVATE WEALTH, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.04%0.06%Q4 2022Q3 20234
Schubert & Co 440.02%0.03%0.03%Q2 2022Q1 20234
SANDLER CAPITAL MANAGEMENT 210.37%0.79%1.23%Q3 2016Q2 20224
Community Financial Services Group, LLC 220.00%0.00%0.01%Q2 2013Q2 20144
Sigma Planning Corp 110.01%0.03%0.07%Q4 2015Q1 20234
Signature Wealth Management Group 440.00%0.00%0.00%Q4 2017Q3 20184
Oliver Luxxe Assets LLC 440.63%0.69%0.75%Q3 2020Q2 20214
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
Venture Visionary Partners LLC 440.02%0.02%0.03%Q4 2021Q3 20224
Avidian Wealth Solutions, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
WealthTrust-Arizona, LLC 440.00%0.01%0.04%Q2 2013Q1 20144
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
OXFORD ASSET MANAGEMENT LLP 310.02%0.06%0.12%Q3 2017Q1 20194
Soroban Capital Partners LP 310.94%1.66%3.21%Q2 2013Q2 20144
ELEMENT CAPITAL MANAGEMENT LLC 310.02%0.05%0.07%Q3 2018Q2 20204
Colonial Trust Advisors 440.00%0.00%0.01%Q4 2022Q3 20234
MOTCO 210.00%0.00%0.00%Q3 2014Q2 20234
Camarda Financial Advisors, LLC 210.01%0.41%1.60%Q2 2013Q4 20194
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Breakwater Capital Group 440.15%0.17%0.19%Q4 2022Q3 20234
Pacific Center for Financial Services 220.00%0.00%0.01%Q3 2018Q4 20194
BLUE SQUARE ASSET MANAGEMENT, LLC 220.19%0.32%0.41%Q3 2019Q3 20214
KCM INVESTMENT ADVISORS LLC 310.01%0.02%0.03%Q2 2013Q1 20224
Retirement Group, LLC 220.00%0.00%0.00%Q1 2022Q2 20234
Vanguard Capital Wealth Advisors 440.26%0.35%0.46%Q2 2018Q1 20194
Blue Chip Partners, LLC 440.50%0.66%0.77%Q4 2014Q3 20154
Versant Capital Management, Inc 310.00%0.00%0.00%Q4 2017Q3 20234
Blueprint Investment Partners LLC 220.05%0.08%0.12%Q1 2022Q1 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
Maple Capital Management, Inc. 440.68%0.99%1.21%Q2 2013Q1 20144
PDS Planning, Inc 310.04%0.04%0.05%Q1 2022Q3 20234
Aptus Capital Advisors, LLC 210.11%0.12%0.14%Q3 2019Q1 20224
SevenBridge Financial Group, LLC 440.12%0.16%0.19%Q4 2022Q3 20234
LOOMIS SAYLES & CO L P 440.00%0.00%0.00%Q2 2013Q1 20144
Formidable Asset Management, LLC 310.00%0.04%0.17%Q3 2015Q4 20214
BRYN MAWR CAPITAL MANAGEMENT INC 210.04%0.10%0.15%Q4 2013Q2 20154
Prime Capital Investment Advisors, LLC 310.00%0.01%0.02%Q4 2018Q3 20234
Gratus Capital, LLC 310.55%0.68%0.94%Q3 2020Q3 20224
TIAA, FSB 310.00%0.01%0.03%Q2 2022Q2 20234
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 310.01%0.02%0.03%Q4 2018Q1 20234
ADVANCE CAPITAL I INC 440.44%0.62%0.81%Q2 2014Q1 20154
Banque Cantonale Vaudoise 440.00%0.00%0.00%Q3 2020Q2 20214
Bank of Kentucky, Inc. 310.00%0.00%0.00%Q2 2013Q2 20144
Uniplan Investment Counsel, Inc. 440.10%0.14%0.20%Q2 2021Q1 20224
Gary Goldberg Planning Services Inc 330.00%0.00%0.01%Q2 2014Q4 20144
SIMON QUICK ADVISORS, LLC 440.02%0.03%0.05%Q1 2019Q4 20194
Moran Wealth Management, LLC 440.76%0.86%0.91%Q4 2022Q3 20234
Curbstone Financial Management Corp 440.17%0.19%0.22%Q1 2014Q4 20144
INSIGNEO ADVISORY SERVICES, LLC 440.10%0.17%0.23%Q4 2022Q3 20234
XY Capital Ltd 440.80%6.18%13.47%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 310.01%0.03%0.04%Q4 2017Q2 20214
Seascape Capital Management 440.12%0.25%0.31%Q4 2020Q3 20214
Park Place Capital Corp 440.02%0.02%0.03%Q4 2022Q3 20234
BRIDGES INVESTMENT COUNSEL INC/ 440.06%0.16%0.23%Q2 2013Q1 20144
Syverson Strege & Co 210.00%0.01%0.02%Q3 2021Q1 20234
Gallacher Capital Management LLC 440.22%0.24%0.25%Q4 2022Q3 20234
Glenview Trust Co 110.04%1.13%2.67%Q4 2008Q4 20114
MOODY LYNN & LIEBERSON, LLC 310.09%0.16%0.35%Q4 2016Q3 20234
ROTHSCHILD INVESTMENT LLC /IL 310.03%0.03%0.04%Q2 2013Q2 20144
Savant Capital, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
MARIETTA INVESTMENT PARTNERS LLC 440.30%1.04%2.08%Q2 2016Q1 20174
WELCH & FORBES LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Quantinno Capital Management LP 440.07%0.11%0.21%Q4 2022Q3 20234
Stone Toro Investment Advisers, LP 440.15%0.32%0.61%Q3 2013Q2 20144
Lido Advisors, LLC 310.00%0.00%0.01%Q1 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.03%0.04%0.04%Q1 2010Q3 20234
Laurel Wealth Planning LLC 440.00%0.00%0.00%Q3 2021Q2 20224
B. Riley Wealth Management, Inc. 440.00%0.01%0.01%Q2 2014Q1 20154
Firestone Capital Management 440.01%0.01%0.01%Q4 2020Q3 20214
ALBION FINANCIAL GROUP /UT 310.00%0.00%0.00%Q4 2020Q4 20214
Sugarloaf Wealth Management, LLC 220.00%0.01%0.01%Q4 2019Q3 20234
NewSquare Capital LLC 210.00%0.00%0.01%Q2 2013Q1 20234
Sand Hill Global Advisors, LLC 440.58%0.60%0.62%Q2 2013Q1 20144
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Manikay Partners, LLC 310.64%1.72%2.23%Q1 2014Q3 20154
Hudson Bay Capital Management LP 210.01%0.04%0.10%Q1 2014Q1 20174
AXQ CAPITAL, LP 440.11%0.59%0.80%Q4 2022Q3 20234
Simplicity Solutions, LLC 310.01%0.02%0.06%Q1 2022Q3 20234
TOWER TRUST Co 440.18%0.23%0.27%Q2 2013Q1 20144
MAPLE SECURITIES USA INC 210.05%0.07%0.08%Q2 2013Q3 20144
Beacon Pointe Advisors, LLC 310.00%0.02%0.04%Q1 2022Q3 20234
Independence Trust CO 440.14%0.15%0.16%Q4 2013Q3 20144
ST GERMAIN D J CO INC 310.00%0.00%0.01%Q4 2022Q4 20234
Mork Capital Management, LLC 440.55%0.67%0.82%Q4 2014Q3 20154
Private Advisory Group LLC 310.18%0.34%0.51%Q2 2019Q3 20234
Mint Tower Capital Management B.V. 110.09%0.16%0.19%Q1 2022Q1 20234
JT Stratford LLC 440.26%0.29%0.33%Q4 2022Q3 20234
EVERMAY WEALTH MANAGEMENT LLC 440.00%0.00%0.00%Q2 2021Q1 20224
NewFocus Financial Group, LLC 441.35%1.77%2.26%Q4 2013Q3 20144
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.01%0.03%Q3 2014Q4 20194
Palogic Value Management, L.P. 442.29%2.46%2.69%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
STEVENS CAPITAL MANAGEMENT LP 210.05%0.11%0.26%Q4 2014Q3 20204
Gupta Wealth Management LLC 440.01%0.02%0.02%Q2 2015Q1 20164
Prudent Man Advisors, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
AGF INVESTMENTS INC. 440.00%0.02%0.04%Q4 2013Q3 20144
PRIVATE CAPITAL MANAGEMENT INC 440.31%0.52%0.60%Q4 2015Q3 20164
FIRST NATIONAL BANK OF OMAHA 440.01%0.02%0.02%Q3 2013Q2 20144
PETREDIS INVESTMENT ADVISORS LLC 440.53%0.61%0.72%Q4 2022Q3 20234
HBK INVESTMENTS L P 110.01%0.01%0.03%Q2 2013Q3 20154
S.C. Financial Services, Inc. 440.42%0.46%0.51%Q1 2022Q4 20224
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.01%Q2 2013Q4 20224
NewEdge Wealth, LLC 440.02%0.05%0.07%Q4 2022Q3 20234
ISTHMUS PARTNERS, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.01%Q4 2014Q4 20193
Golden Green, Inc. 330.54%0.66%0.83%Q2 2022Q4 20223
Strategic Capital Group LLC 210.56%0.70%0.79%Q2 2013Q2 20143
Intersect Capital LLC 210.00%0.02%0.05%Q4 2014Q1 20223
Legacy Capital Partners, Inc. 330.17%0.21%0.25%Q2 2013Q4 20133
ADAGE CAPITAL PARTNERS GP, L.L.C. 210.04%0.06%0.11%Q3 2013Q3 20163
Atom Investors LP 210.04%0.06%0.08%Q3 2020Q2 20213
Voya Financial Advisors, Inc. 330.02%0.02%0.02%Q1 2019Q3 20193
Chesley Taft & Associates LLC 330.07%0.08%0.10%Q1 2023Q3 20233
Leucadia National 220.00%0.02%0.03%Q1 2023Q2 20233
FLOW TRADERS U.S. LLC 210.00%0.00%0.01%Q3 2016Q1 20223
Better Money Decisions, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Altshuler Shaham Ltd 330.00%0.00%0.00%Q3 2019Q1 20203
Proquility Private Wealth Partners, LLC 330.76%0.95%1.18%Q1 2021Q3 20213
Evanson Asset Management, LLC 330.03%0.04%0.04%Q4 2021Q2 20223
J2 Capital Management Inc 330.22%0.31%0.35%Q4 2021Q2 20223
BHF Kleinwort Benson Group S.A. 330.02%0.02%0.02%Q1 2014Q3 20143
Financial Gravity Companies, Inc. 210.02%0.04%0.07%Q4 2017Q4 20183
SYMPHONY ASSET MANAGEMENT LLC 210.03%0.07%0.10%Q4 2013Q3 20153
MGO ONE SEVEN LLC 210.01%0.01%0.01%Q4 2017Q4 20183
Willow Street Advisors LLC 330.37%0.37%0.38%Q2 2013Q4 20133
Westover Capital Advisors, LLC 330.23%0.28%0.32%Q1 2022Q3 20223
SEGALL BRYANT & HAMILL, LLC 330.01%0.01%0.01%Q1 2013Q3 20133
Opus Capital Group, LLC 330.02%0.02%0.03%Q1 2014Q3 20143
TODD ASSET MANAGEMENT LLC 210.07%0.10%0.17%Q2 2013Q1 20233
K.J. Harrison & Partners Inc 330.16%0.18%0.19%Q3 2016Q1 20173
Engineers Gate Manager LP 210.01%0.04%0.08%Q1 2021Q2 20233
BRIDGES INVESTMENT MANAGEMENT INC 330.07%0.14%0.18%Q2 2013Q4 20133
Stelac Advisory Services LLC 330.03%0.05%0.05%Q3 2018Q1 20193
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.15%0.17%0.18%Q3 2020Q4 20223
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Cadence Wealth Management LLC 330.25%0.29%0.37%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.00%0.00%0.01%Q1 2022Q3 20223
Cornerstone Wealth Management, LLC 210.01%0.02%0.05%Q2 2018Q1 20223
East Coast Asset Management, LLC. 330.01%0.02%0.02%Q4 2012Q2 20133
CNB Bank 330.02%0.03%0.04%Q4 2018Q2 20193
KLR INVESTMENT ADVISORS, LLC 330.35%0.94%1.24%Q1 2023Q3 20233
Parkwood LLC 330.10%0.15%0.18%Q2 2017Q4 20173
Horizon Investments, LLC 210.01%0.05%0.08%Q4 2017Q3 20213
Argent Trust Co 330.04%0.04%0.05%Q1 2023Q3 20233
Knowledge Leaders Capital, LLC 210.06%0.12%0.15%Q3 2017Q2 20183
Koshinski Asset Management, Inc. 330.00%0.00%0.01%Q3 2021Q1 20223
Indiana Trust & Investment Management CO 210.00%0.03%0.04%Q3 2013Q3 20233
Optiver Holding B.V. 210.00%0.01%0.02%Q3 2022Q3 20233
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
ALLSTATE CORP 330.26%0.26%0.27%Q2 2013Q4 20133
ORRSTOWN FINANCIAL SERVICES INC 210.01%0.01%0.01%Q2 2013Q1 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.03%Q4 2017Q3 20183
FRONTIER INVESTMENT MGMT CO 330.05%0.05%0.05%Q2 2013Q4 20133
CONNING INC. 330.01%0.01%0.01%Q1 2017Q3 20173
WealthStone, Inc. 210.00%0.06%0.10%Q2 2019Q1 20213
Weaver Consulting Group 330.00%0.00%0.00%Q1 2020Q3 20203
Fulcrum Asset Management LLP 210.11%0.18%0.24%Q1 2021Q1 20223
NORTHCAPE WEALTH MANAGEMENT, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Meridian Wealth Management, LLC 210.02%0.04%0.06%Q2 2019Q4 20223
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Kavar Capital Partners, LLC 210.00%0.01%0.01%Q4 2013Q2 20153
BOSTON FINANCIAL MANGEMENT LLC 330.04%0.05%0.07%Q2 2013Q4 20133
Bellwether Investment Group, LLC 210.01%0.03%0.06%Q2 2016Q1 20173
BlueCrest Capital Management Ltd 110.02%0.04%0.06%Q3 2015Q4 20183
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Invictus RG Pte. Ltd. 210.01%0.01%0.01%Q3 2014Q3 20153
Aaron Wealth Advisors LLC 210.01%0.02%0.03%Q1 2022Q3 20233
LYELL WEALTH MANAGEMENT, LP 330.43%0.44%0.45%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.01%0.02%Q1 2023Q3 20233
Samalin Investment Counsel, LLC 210.03%0.12%0.21%Q4 2019Q2 20233
Mawer Investment Management Ltd. 210.01%0.06%0.12%Q2 2013Q2 20143
BANCED CORP 210.21%0.24%0.25%Q1 2014Q4 20143
Crestline Management, LP 330.14%0.27%0.51%Q4 2021Q2 20223
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 210.03%0.04%0.05%Q2 2013Q1 20233
CAXTON ASSOCIATES LP 110.01%0.10%0.28%Q3 2013Q2 20163
Windsor Capital Management, LLC 110.00%0.01%0.01%Q2 2013Q3 20153
Brick & Kyle, Associates 330.01%0.01%0.02%Q4 2014Q2 20153
Requisite Capital Management, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
MADISON INVESTMENT HOLDINGS INC 210.06%0.12%0.23%Q2 2014Q2 20193
CHARTWELL INVESTMENT PARTNERS/PA 330.01%0.02%0.02%Q3 2013Q1 20143
Rodgers Brothers Inc. 330.08%0.16%0.24%Q2 2021Q4 20213
Tibra Equities Europe Ltd 330.43%0.94%1.73%Q4 2017Q2 20183
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Busey Bank 330.23%0.67%1.02%Q2 2013Q4 20133
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
RIVERSVILLE CAPITAL, INC. 330.43%0.46%0.49%Q2 2013Q4 20133
Trivant Custom Portfolio Group, LLC 331.83%1.88%1.97%Q1 2023Q3 20233
Ameliora Wealth Management Ltd. 330.01%0.02%0.03%Q1 2023Q3 20233
Cooper Financial Group 330.08%0.08%0.09%Q1 2023Q3 20233
WBI INVESTMENTS, LLC 330.10%0.21%0.29%Q4 2014Q2 20153
Centre Asset Management, LLC 331.99%2.54%2.99%Q4 2021Q2 20223
MACROVIEW INVESTMENT MANAGEMENT LLC 210.00%0.00%0.00%Q3 2014Q3 20233
TEXAS CAPITAL BANCSHARES INC/TX 330.18%0.19%0.22%Q2 2013Q4 20133
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
ROOSEVELT INVESTMENT GROUP LLC 330.02%0.02%0.02%Q1 2022Q3 20223
RONALD BLUE & CO LLC 330.04%0.04%0.05%Q3 2013Q1 20143
Verdad Advisers, LP 330.93%1.75%2.87%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 330.38%0.41%0.42%Q1 2023Q3 20233
Barnett & Company, Inc. 210.00%0.24%0.72%Q2 2013Q1 20203
Westshore Wealth, LLC 330.14%0.16%0.18%Q1 2021Q3 20213
Forty4 Asset Management LLC 110.01%0.21%0.56%Q3 2013Q3 20133
Redwood Wealth Management Group, LLC 330.24%0.26%0.27%Q1 2023Q3 20233
NORTH AMERICAN MANAGEMENT CORP 330.06%0.06%0.07%Q2 2013Q4 20133
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.01%Q1 2023Q3 20233
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Procyon Advisors, LLC 330.01%0.01%0.02%Q4 2019Q2 20203
Hirtle Callaghan & Co LLC 330.04%0.04%0.04%Q3 2013Q1 20143
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.01%Q2 2013Q4 20203
Cannon Global Investment Management, LLC 333.61%19.45%39.33%Q3 2021Q1 20223
Ruggaard & Associates LLC 330.22%0.24%0.26%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Campbell & CO Investment Adviser LLC 210.15%0.31%0.43%Q3 2020Q1 20233
Advisory Alpha, LLC 210.00%0.00%0.01%Q3 2019Q3 20203
Silver Rock Financial LLC 330.77%1.33%2.19%Q1 2015Q3 20153
Nevsky Capital LLP 331.13%1.78%2.38%Q1 2015Q3 20153
ATTICUS WEALTH MANAGEMENT, LLC 210.00%0.01%0.03%Q4 2019Q2 20213
Strong Tower Advisory Services 330.37%0.39%0.42%Q1 2023Q3 20233
RICE HALL JAMES & ASSOCIATES, LLC 330.03%0.04%0.04%Q2 2013Q4 20133
Orbitronix, LP 220.14%0.29%0.39%Q3 2014Q4 20143
CIBC BANK USA 330.03%0.05%0.06%Q2 2019Q4 20193
EnTrust Global Partners Offshore LP 330.32%0.46%0.58%Q4 2018Q2 20193
Byrne Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Fiera Capital Corp 110.00%0.00%0.00%Q4 2013Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
NWAM LLC 210.02%0.02%0.03%Q1 2022Q4 20223
J.W. COLE ADVISORS, INC. 210.02%0.02%0.02%Q1 2022Q3 20233
JANUS HENDERSON GROUP PLC 330.00%0.01%0.03%Q2 2015Q4 20153
CAPITAL GROWTH MANAGEMENT LP 210.67%1.25%1.96%Q3 2016Q2 20223
TruWealth Advisors, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Accel Wealth Management 330.00%0.00%0.00%Q4 2020Q2 20213
Invst, LLC 330.10%0.11%0.13%Q1 2023Q3 20233
Arete Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
abrdn Investment Management Ltd 210.01%0.15%0.22%Q3 2013Q2 20143
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2013Q4 20163
Pathway Financial Advisors LLC 330.02%0.02%0.03%Q4 2017Q2 20183
READYSTATE ASSET MANAGEMENT LP 110.01%0.06%0.09%Q3 2023Q3 20233
BBT Capital Management, LLC 330.78%1.07%1.58%Q2 2013Q4 20133
RWC Asset Management LLP 210.02%0.02%0.02%Q4 2019Q4 20203
AlphaQ Advisors LLC 330.32%0.34%0.39%Q1 2023Q3 20233
BELLEVUE ASSET MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
AJO, LP 110.00%0.01%0.01%Q1 2017Q2 20193
del Rey Global Investors, LLC 338.65%9.60%10.72%Q2 2013Q4 20133
Perpetual Ltd 330.27%0.32%0.40%Q1 2023Q3 20233
Icon Wealth Partners, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MOORE CAPITAL MANAGEMENT, LP 210.09%0.15%0.26%Q3 2018Q4 20223
Strengthening Families & Communities, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Private Ocean, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Alera Investment Advisors, LLC 210.02%0.03%0.05%Q4 2018Q1 20223
Bruderman Asset Management, LLC 210.00%0.00%0.00%Q2 2015Q1 20193
Grey Street Capital, LLC 330.18%0.20%0.25%Q1 2023Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Hansberger Growth Investors, LP 330.97%1.07%1.26%Q4 2014Q2 20153
FARMERS & MERCHANTS INVESTMENTS INC 210.00%0.00%0.00%Q2 2013Q1 20233
Sageworth Trust Co of South Dakota 330.02%0.04%0.08%Q4 2021Q2 20223
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 210.17%0.26%0.42%Q3 2019Q2 20213
SPINNAKER TRUST 330.04%0.05%0.06%Q1 2014Q3 20143
Ignite Planners, LLC 210.08%0.12%0.14%Q4 2021Q4 20223
CUE ADVISORY SERVICES, INC. 330.13%0.14%0.14%Q1 2018Q3 20183
Carnegie Capital Asset Management, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
SIENA CAPITAL LLC 331.68%1.83%2.09%Q1 2022Q3 20223
Sunbelt Securities, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
Hudson Value Partners, LLC 330.40%0.42%0.45%Q3 2022Q1 20233
Goelzer Investment Management, Inc. 330.20%0.25%0.27%Q1 2021Q3 20213
APPLETON PARTNERS INC/MA 330.05%0.06%0.06%Q4 2013Q2 20143
FORTEM FINANCIAL GROUP, LLC 330.28%0.29%0.31%Q4 2018Q2 20193
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q3 20233
Carolina Wealth Advisors, LLC 331.77%2.14%2.37%Q1 2021Q3 20213
Bell Bank 330.62%0.70%0.84%Q4 2015Q2 20163
Catalyst Capital Advisors LLC 210.00%0.01%0.01%Q4 2015Q1 20223
Lourd Capital, LLC 210.02%0.02%0.02%Q4 2017Q4 20183
BOURGEON CAPITAL MANAGEMENT LLC 210.00%0.14%0.22%Q2 2014Q3 20233
Strategic Capital Alternatives LLC 210.03%0.04%0.04%Q3 2014Q2 20153
Capital Wealth Planning, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MIZUHO SECURITIES USA LLC 110.04%1.82%5.14%Q4 2018Q1 20233
Spectrum Management Group, LLC 210.00%0.00%0.00%Q3 2017Q3 20183
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.05%0.05%0.06%Q2 2018Q3 20182
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2014Q1 20152
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20152
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Point72 Asia (Singapore) Pte. Ltd. 225.50%5.54%5.58%Q2 2016Q3 20162
One68 Global Capital, LLC 112.26%2.77%3.28%Q1 2019Q3 20192
Sterling Investment Advisors, Ltd. 220.01%0.01%0.02%Q1 2022Q2 20222
EPG Wealth Management LLC 220.01%0.02%0.02%Q4 2019Q1 20202
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.00%0.00%Q2 2013Q3 20132
Banco BTG Pactual S.A. 110.25%0.63%1.01%Q1 2020Q3 20202
HARTFORD INVESTMENT MANAGEMENT CO 110.00%0.00%0.01%Q1 2015Q3 20152
Bramshill Investments, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Semmax Financial Advisors Inc. 220.01%0.02%0.04%Q4 2018Q1 20192
Saiers Capital, LLC 110.07%0.32%0.57%Q4 2014Q4 20142
Syntal Capital Partners, LLC 110.05%0.07%0.09%Q2 2019Q3 20212
Sterneck Capital Management, LLC 220.19%0.31%0.44%Q2 2015Q3 20152
Baltimore-Washington Financial Advisors Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Opera Trading Capital 110.00%0.01%0.02%Q4 2015Q4 20172
Bridgefront Capital, LLC 220.13%0.14%0.15%Q4 2020Q1 20212
3G Capital Partners 110.77%0.78%0.79%Q1 2015Q4 20152
Ethic Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Acrospire Investment Management LLC 220.06%0.10%0.14%Q1 2017Q2 20172
Fulcrum Equity Management 220.32%0.33%0.33%Q2 2023Q3 20232
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Echo Point Investment Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Valentine Capital Asset Management, Inc. 220.16%0.20%0.23%Q4 2011Q1 20122
Marshall Financial Group LLC 220.29%0.33%0.37%Q2 2021Q3 20212
Schonfeld Group Holdings LLC 110.11%0.27%0.42%Q4 2013Q4 20152
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q2 2022Q2 20232
OTA Financial Group L.P. 110.36%1.05%1.74%Q3 2014Q2 20162
Paradigm, Strategies in Wealth Management, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
ARROW FINANCIAL CORP 220.00%0.00%0.00%Q1 2015Q2 20152
VIKING FUND MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
IPG Investment Advisors LLC 110.05%0.72%1.38%Q1 2022Q3 20232
Quadrant Capital Management, LLC 220.85%0.90%0.94%Q2 2014Q3 20142
Mosaic Family Wealth, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Allianz Asset Management GmbH 220.01%0.01%0.01%Q4 2016Q1 20172
SAC Capital Advisors LP 110.00%0.08%0.16%Q2 2013Q1 20142
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q1 2019Q2 20192
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Desjardins Global Asset Management Inc. 220.30%0.34%0.37%Q1 2023Q2 20232
Glass Jacobson Investment Advisors llc 110.02%0.02%0.02%Q4 2022Q2 20232
Aspire Private Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Ballentine Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Diligent Investors, LLC 220.06%0.06%0.07%Q4 2022Q1 20232
Blenheim Capital Management, L.L.C. 220.26%0.97%1.69%Q2 2014Q3 20142
Avitas Wealth Management LLC 220.33%0.35%0.37%Q1 2023Q2 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SkyView Investment Advisors, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Sterling Capital Management LLC 220.01%0.01%0.01%Q3 2014Q4 20142
CAROLINAS WEALTH CONSULTING LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Eudaimonia Partners, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
TCWP LLC 110.04%0.05%0.06%Q1 2022Q2 20232
Dominick & Dominick LLC 220.15%0.15%0.15%Q4 2013Q1 20142
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2018Q3 20192
I.G. INVESTMENT MANAGEMENT, LTD. 220.00%0.00%0.01%Q1 2017Q2 20172
Standard Family Office LLC 110.03%0.03%0.04%Q1 2021Q3 20222
BAR HARBOR WEALTH MANAGEMENT 110.03%0.08%0.13%Q1 2014Q4 20162
FNY Partners Fund LP 220.00%0.02%0.05%Q4 2016Q1 20172
Stephens Consulting, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Financial Advantage, Inc. 220.05%0.05%0.05%Q2 2022Q3 20222
Fortis Capital Advisors, LLC 220.01%0.02%0.04%Q4 2022Q1 20232
Winch Advisory Services, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
Nelson Capital Management, LLC 110.00%0.02%0.05%Q2 2013Q3 20182
Altman Advisors, Inc. 110.50%0.65%0.81%Q1 2023Q3 20232
Founders Capital Management 220.00%0.00%0.01%Q3 2023Q4 20232
Passport Capital, LLC 110.12%0.17%0.21%Q2 2013Q1 20162
Squar Milner Financial Services LLC 110.00%0.00%0.01%Q1 2019Q4 20192
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CrestPoint Capital Management, LLC 220.24%0.26%0.28%Q2 2014Q3 20142
Inspire Investing, LLC 110.02%0.04%0.06%Q4 2017Q1 20202
MARINO, STRAM & ASSOCIATES LLC 110.01%0.10%0.18%Q4 2017Q2 20212
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
KSA CAPITAL MANAGEMENT, LLC 112.00%4.15%6.30%Q1 2015Q4 20152
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
First National Bank of South Miami 220.05%0.06%0.07%Q2 2021Q3 20212
Sterling Manor Financial, LLC 220.40%0.40%0.41%Q4 2020Q1 20212
Yorktown Management & Research Co Inc 220.40%0.43%0.46%Q3 2015Q4 20152
Impact Partnership Wealth, LLC 220.00%0.10%0.20%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Headlands Technologies LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Valley Brook Capital Group, Inc. 220.03%0.03%0.03%Q4 2020Q1 20212
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
NORTHSTAR INVESTMENT ADVISORS LLC 111.05%1.10%1.16%Q3 2013Q1 20152
Linscomb & Williams, Inc. 110.01%0.02%0.02%Q2 2014Q4 20222
CANTOR FITZGERALD, L. P. 110.16%0.22%0.27%Q1 2023Q3 20232
Segment Wealth Management, LLC 220.24%0.26%0.28%Q2 2014Q3 20142
KB FINANCIAL PARTNERS, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CenterStar Fund, LLC 110.03%0.04%0.04%Q4 2016Q4 20162
HABERER REGISTERED INVESTMENT ADVISOR INC 220.00%0.00%0.00%Q2 2014Q3 20142
Phoenix Holdings Ltd. 220.92%0.93%0.93%Q3 2019Q4 20192
Stone House Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 220.04%0.04%0.04%Q1 2016Q2 20162
Verde Servicos Internacionais S.A. 220.19%0.20%0.21%Q3 2017Q4 20172
FFT WEALTH MANAGEMENT LLC 110.05%0.09%0.12%Q4 2016Q2 20172
Sutton Wealth Advisors Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
CMT Asset Management Ltd 220.01%0.02%0.02%Q2 2016Q3 20162
JUMP TRADING, LLC 110.02%0.12%0.22%Q2 2019Q1 20202
Genesis Wealth Advisors, LLC 220.01%0.01%0.01%Q1 2015Q2 20152
SpiderRock Advisors, LLC 110.01%0.18%0.35%Q2 2017Q2 20172
NORTHERN TRUST CO OF CONNECTICUT 220.08%0.09%0.10%Q2 2013Q3 20132
Reynolds Investment Management, Inc. 220.21%0.23%0.24%Q1 2022Q2 20222
Oakwell Private Wealth Management, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
TLS Advisors LLC 223.35%3.80%4.24%Q2 2023Q3 20232
Laffer Tengler Investments, Inc. 220.28%0.35%0.41%Q1 2021Q2 20212
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Duquesne Family Office 221.00%1.06%1.13%Q3 2016Q4 20162
MITCHELL & PAHL PRIVATE WEALTH, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
NVWM, LLC 220.15%0.16%0.17%Q1 2022Q2 20222
Knollwood Investment Advisory, LLC 220.08%0.10%0.11%Q2 2023Q3 20232
Angeles Investment Advisors, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Cannell & Co. 220.01%0.01%0.01%Q1 2014Q2 20142
Davis Capital Management 220.00%0.01%0.01%Q1 2020Q2 20202
TFG Asset Management GP Ltd 220.60%0.65%0.69%Q1 2020Q2 20202
Cornerstone Financial Partners, LLC 220.70%0.70%0.70%Q3 2017Q4 20172
Alden Global Capital LLC 226.28%10.52%14.76%Q1 2016Q2 20162
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Fiera Capital Inc. 220.03%0.03%0.03%Q2 2013Q3 20132
BEACON TRUST CO 220.09%0.15%0.21%Q1 2013Q2 20132
Bristol Advisors, LLC 220.26%0.39%0.52%Q3 2017Q4 20172
Verger Capital Management LLC 220.36%0.41%0.46%Q2 2022Q3 20222
Ballew Advisors, Inc 220.44%0.45%0.46%Q4 2021Q1 20222
Zions Trust, National Association 220.02%0.02%0.02%Q4 2013Q1 20142
BBVA USA 220.06%0.07%0.08%Q2 2021Q3 20212
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q3 20132
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.01%0.01%Q2 2023Q3 20232
TUDOR INVESTMENT CORP ET AL 220.01%0.08%0.14%Q1 2021Q2 20212
HoyleCohen, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
BNC WEALTH MANAGEMENT, LLC 110.08%0.35%0.63%Q3 2020Q2 20222
SECURITY NATIONAL TRUST CO 110.04%0.05%0.05%Q4 2013Q2 20142
New Republic Capital, LLC 220.17%0.17%0.17%Q1 2023Q2 20232
FOUNDERS FINANCIAL SECURITIES LLC 220.10%0.16%0.22%Q4 2017Q1 20182
S. R. Schill & Associates 220.15%0.24%0.33%Q2 2018Q3 20182
ROCKY MOUNTAIN ADVISERS, LLC 110.00%0.01%0.01%Q3 2015Q3 20232
Princeton Alpha Management LP 110.05%0.05%0.05%Q2 2014Q4 20162
1st Global Advisors, Inc. 220.05%0.05%0.05%Q2 2013Q3 20132
Joseph P. Lucia & Associates, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
STEELHEAD PARTNERS LLC 220.00%0.02%0.04%Q3 2013Q4 20132
Hilltop Holdings Inc. 110.03%0.07%0.11%Q4 2022Q2 20232
PARK NATIONAL CORP /OH/ 220.02%0.02%0.02%Q2 2013Q3 20132
Airain ltd 220.18%0.36%0.53%Q3 2015Q4 20152
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.00%Q4 2018Q1 20192
EP Wealth Advisors, LLC 110.00%0.01%0.01%Q2 2022Q3 20232
R&F Capital Advisors LP 220.12%0.30%0.48%Q4 2016Q1 20172
Savior LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
BIVIN & ASSOCIATES, INC. 220.00%0.00%0.00%Q1 2022Q2 20222
FIRST HORIZON CORP 220.00%0.00%0.01%Q1 2021Q2 20212
CARLSON CAPITAL L P 220.44%0.49%0.54%Q1 2014Q2 20142
LifePro Asset Management 222.48%2.49%2.50%Q4 2022Q1 20232
Tetrem Capital Management Ltd. 220.74%0.75%0.77%Q1 2015Q2 20152
Koss-Olinger Consulting, LLC 220.07%0.07%0.08%Q1 2021Q2 20212
New Hampshire Trust 220.02%0.02%0.02%Q4 2022Q1 20232
Diversified Trust Co 110.01%0.01%0.01%Q2 2023Q4 20232
Wharton Business Group, LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Gruss Capital Management LP 110.44%0.69%0.93%Q1 2014Q3 20142
B&D White Capital Company, LLC 110.08%0.20%0.34%Q3 2022Q3 20232
Lombard Odier Asset Management (Switzerland) SA 220.03%0.07%0.11%Q3 2022Q4 20222
SEVEN MILE ADVISORY 220.22%0.28%0.33%Q2 2023Q3 20232
COUNTRY FUND MANAGEMENT 220.28%0.33%0.38%Q2 2013Q3 20132
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Richwood Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
STRS OHIO 110.02%0.02%0.02%Q3 2013Q3 20131
SYON CAPITAL LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Main Street Financial Solutions, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
NTV ASSET MANAGEMENT LLC 110.26%0.26%0.26%Q3 2017Q3 20171
Longer Investments Inc. 111.69%1.69%1.69%Q4 2013Q4 20131
MD Financial Management Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Autonomy Capital (Jersey) L.P. 110.13%0.13%0.13%Q2 2016Q2 20161
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Weil Company, Inc. 110.29%0.29%0.29%Q1 2021Q1 20211
CROFT-LEOMINSTER INC 110.06%0.06%0.06%Q3 2015Q3 20151
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.39%0.39%0.39%Q2 2015Q2 20151
NATIONAL INVESTMENT SERVICES INC /WI 111.12%1.12%1.12%Q2 2013Q2 20131
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Lifestyle Asset Management, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
DILLON & ASSOCIATES INC 110.21%0.21%0.21%Q2 2013Q2 20131
LAKE STREET PRIVATE WEALTH, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
JAMISON EATON & WOOD INC /NJ 110.00%0.00%0.00%Q3 2013Q3 20131
Jenkins Wealth 110.46%0.46%0.46%Q4 2022Q4 20221
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q2 2016Q2 20161
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SIMMONS FIRST TRUST CO NA 110.03%0.03%0.03%Q4 2015Q4 20151
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
GTS SECURITIES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
HBC Financial Services, PLLC 110.02%0.02%0.02%Q1 2023Q1 20231
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q4 2022Q4 20221
Black River Asset Management LLC 116.53%6.53%6.53%Q2 2014Q2 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
Cordatus Wealth Management LLC 110.18%0.18%0.18%Q2 2023Q2 20231
Beverly Hills Private Wealth, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Old West Investment Management, LLC 110.20%0.20%0.20%Q1 2023Q1 20231
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q2 2015Q2 20151
MASON STREET ADVISORS, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
CALIBER WEALTH MANAGEMENT, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Fullerton Fund Management Co Ltd. 110.36%0.36%0.36%Q2 2021Q2 20211
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
WealthTrust Asset Management, LLC 110.79%0.79%0.79%Q1 2022Q1 20221
Blume Capital Management, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
QRG CAPITAL MANAGEMENT, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
Cheyne Capital Management (UK) LLP 114.81%4.81%4.81%Q2 2017Q2 20171
WS MANAGEMENT LLLP 110.54%0.54%0.54%Q1 2021Q1 20211
MYDA Advisors LLC 110.49%0.49%0.49%Q4 2017Q4 20171
J.P. Turner & Co Capital Mnagement, LLC 110.17%0.17%0.17%Q2 2015Q2 20151
RED CEDAR INVESTMENT MANAGEMENT, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q3 2018Q3 20181
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.02%0.02%0.02%Q1 2022Q1 20221
GMT CAPITAL CORP 110.11%0.11%0.11%Q3 2016Q3 20161
MIRABELLA FINANCIAL SERVICES LLP 110.15%0.15%0.15%Q4 2021Q4 20211
Triangle Securities Wealth Management 110.10%0.10%0.10%Q2 2013Q2 20131
BP CAPITAL MANAGEMENT L P 110.23%0.23%0.23%Q2 2013Q2 20131
Hayden Royal, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Jump Financial, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
StellarOne CORP 110.01%0.01%0.01%Q3 2013Q3 20131
ANCHOR CAPITAL ADVISORS LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
BRASADA CAPITAL MANAGEMENT, LP 110.07%0.07%0.07%Q1 2022Q1 20221
Vident Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
GALAXY CAPITAL TRADING LTD 110.42%0.42%0.42%Q4 2013Q4 20131
ALETHEA CAPITAL MANAGEMENT, LLC 110.56%0.56%0.56%Q4 2017Q4 20171
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Clean Yield Group 110.00%0.00%0.00%Q3 2021Q3 20211
Lakewood Asset Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CapWealth Advisors, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MQS Management LLC 110.66%0.66%0.66%Q3 2023Q3 20231
Sage Mountain Advisors LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Harrison & Co Wealth Management, LLC 110.53%0.53%0.53%Q2 2022Q2 20221
BURNEY CO/ 110.01%0.01%0.01%Q2 2018Q2 20181
SUMIT CAPITAL, LLC 110.70%0.70%0.70%Q4 2013Q4 20131
FEDERATED HERMES, INC. 110.04%0.04%0.04%Q3 2017Q3 20171
Heron Bay Capital Management 110.11%0.11%0.11%Q3 2023Q3 20231
Carmignac Gestion 110.01%0.01%0.01%Q2 2022Q2 20221
Clearview Wealth Advisors LLC 110.01%0.01%0.01%Q2 2023Q2 20231
StoneX Group Inc. 110.19%0.19%0.19%Q3 2021Q3 20211
Aevitas Wealth Management, Inc. 110.03%0.03%0.03%Q3 2018Q3 20181
HB Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Jackson Hole Capital Partners, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
New Millennium Group LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Cooperatieve Rabobank U.A. 110.10%0.10%0.10%Q2 2013Q2 20131
Cypress Wealth Advisors LLC 110.17%0.17%0.17%Q3 2015Q3 20151
AMUSSEN HUNSAKER ASSOCIATES LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Close Asset Management Ltd 110.00%0.00%0.00%Q2 2023Q2 20231
Capital Research Global Investors 110.00%0.00%0.00%Q1 2022Q1 20221
PFG Private Wealth Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.04%0.04%Q1 2017Q1 20171
GAMBLE JONES INVESTMENT COUNSEL 110.03%0.03%0.03%Q4 2014Q4 20141
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Euro Pacific Asset Management, LLC 111.89%1.89%1.89%Q4 2022Q4 20221
RFG Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SEARLE & CO. 110.08%0.08%0.08%Q4 2021Q4 20211
KRS Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
COWEN INC. 110.01%0.01%0.01%Q1 2018Q1 20181
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Smithwood Advisers, L.P. 112.48%2.48%2.48%Q4 2013Q4 20131
Verity Asset Management, Inc. 110.68%0.68%0.68%Q3 2016Q3 20161
L & S Advisors Inc 110.76%0.76%0.76%Q4 2016Q4 20161
HERNDON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Eliot Finkel Investment Counsel, LLC 111.73%1.73%1.73%Q4 2015Q4 20151
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Voleon Capital Management LP 111.15%1.15%1.15%Q4 2020Q4 20201
Financial Connections Group, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
BBR PARTNERS, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Morse Asset Management, Inc 110.46%0.46%0.46%Q1 2022Q1 20221
TRUST CO OF TOLEDO NA /OH/ 110.08%0.08%0.08%Q2 2013Q2 20131
Robbins Farley 110.00%0.00%0.00%Q4 2022Q4 20221
OTA LLC 111.74%1.74%1.74%Q2 2014Q2 20141
CITIZENS FINANCIAL GROUP INC/RI 110.00%0.00%0.00%Q3 2017Q3 20171
Concert Wealth Management Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
Cleary Gull Holdings Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Ashler Capital LLC 112.03%2.03%2.03%Q1 2018Q1 20181
TradeLink Global Equity LLC 110.03%0.03%0.03%Q4 2014Q4 20141
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Baldwin Investment Management, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q1 2015Q1 20151
PFG Advisors 110.08%0.08%0.08%Q4 2018Q4 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.07%0.07%0.07%Q1 2015Q1 20151
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
KCS Wealth Advisory 110.04%0.04%0.04%Q3 2019Q3 20191
Straight Path Wealth Management 110.27%0.27%0.27%Q3 2023Q3 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Single Point Partners, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Graticule Asia Macro Advisors LLC 110.20%0.20%0.20%Q4 2020Q4 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
RUSHMORE INVESTMENT ADVISORS, INC. 110.09%0.09%0.09%Q2 2013Q2 20131
Jade Capital Advisors, LLC 110.94%0.94%0.94%Q3 2021Q3 20211
Simplify Asset Management Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
Greylin Investment Management, Inc 110.12%0.12%0.12%Q1 2022Q1 20221
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Freedman Financial Associates, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
ASB Consultores, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Triasima Portfolio Management inc. 110.07%0.07%0.07%Q2 2021Q2 20211
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Drexel Morgan & Co. 110.06%0.06%0.06%Q2 2013Q2 20131
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q1 2022Q1 20221
EA Series Trust 110.04%0.04%0.04%Q2 2023Q2 20231
PineBridge Investments, L.P. 110.03%0.03%0.03%Q2 2018Q2 20181
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20151
CARDEROCK CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2014Q1 20141
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
All Terrain Financial Advisors, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Operose Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
KELLY LAWRENCE W & ASSOCIATES INC/CA 110.00%0.00%0.00%Q1 2017Q1 20171
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
DEERE & CO 110.07%0.07%0.07%Q2 2013Q2 20131
PERSONAL CFO SOLUTIONS, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q2 2021Q2 20211
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Trellus Management Company, LLC 110.73%0.73%0.73%Q2 2013Q2 20131
KINGSWOOD WEALTH ADVISORS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
DRW Securities, LLC 110.09%0.09%0.09%Q3 2017Q3 20171
XR Securities LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CIM INVESTMENT MANAGEMENT INC 110.12%0.12%0.12%Q1 2014Q1 20141
IMC-Chicago, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sculptor Capital LP 110.02%0.02%0.02%Q1 2015Q1 20151
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Magnetar Financial LLC 110.07%0.07%0.07%Q1 2014Q1 20141
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
QUANTRES ASSET MANAGEMENT Ltd 110.30%0.30%0.30%Q3 2014Q3 20141
Truvestments Capital LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MAVERICK CAPITAL LTD 110.01%0.01%0.01%Q4 2022Q4 20221
WEXFORD CAPITAL LP 110.02%0.02%0.02%Q4 2016Q4 20161
CLOUGH CAPITAL PARTNERS L P 110.00%0.00%0.00%Q3 2013Q3 20131
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Willingdon Wealth Management 110.00%0.00%0.00%Q4 2019Q4 20191
PHYSICIANS FINANCIAL SERVICES, INC. 110.03%0.03%0.03%Q4 2015Q4 20151
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q2 20141
LEVITT CAPITAL MANAGEMENT LLC 112.82%2.82%2.82%Q3 2013Q3 20131
INTEGRATED WEALTH COUNSEL, LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Bienville Capital Management, LLC 110.85%0.85%0.85%Q1 2022Q1 20221
Argentus Capital Management, LLC 110.19%0.19%0.19%Q2 2014Q2 20141
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Manatuck Hill Partners, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
Personal Wealth Partners 110.00%0.00%0.00%Q3 2019Q3 20191
Garde Capital, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Glovista Investments LLC 110.30%0.30%0.30%Q4 2017Q4 20171
Bronson Point Management LLC 110.50%0.50%0.50%Q3 2015Q3 20151
Graham Capital Management, L.P. 110.13%0.13%0.13%Q1 2022Q1 20221
Cairn Investment Group, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
BNP Paribas Asset Management Holding S.A. 110.01%0.01%0.01%Q2 2013Q2 20131
HAMEL ASSOCIATES, INC. 110.75%0.75%0.75%Q1 2015Q1 20151
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Bedel Financial Consulting, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Aperture Investors, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Rathbones Group PLC 110.00%0.00%0.00%Q3 2023Q3 20231
GeoSphere Capital Management, LLC 115.74%5.74%5.74%Q2 2015Q2 20151
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
Fortitude Advisory Group L.L.C. 110.03%0.03%0.03%Q1 2022Q1 20221
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Private Capital Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
EverPoint Asset Management, LLC 110.14%0.14%0.14%Q2 2014Q2 20141
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.90%0.90%0.90%Q3 2023Q3 20231
Greystone Financial Group, LLC 112.22%2.22%2.22%Q1 2022Q1 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Bedell Frazier Investment Counselling, LLC 111.84%1.84%1.84%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
WEBSTER BANK, N. A. 110.39%0.39%0.39%Q2 2013Q2 20131
BRYN MAWR TRUST Co 110.02%0.02%0.02%Q1 2013Q1 20131
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
AFT, FORSYTH & COMPANY, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
BLACKTHORN INVESTMENT GROUP LLC 110.69%0.69%0.69%Q2 2013Q2 20131
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q2 2023Q2 20231
MITCHELL SINKLER & STARR/PA 110.09%0.09%0.09%Q2 2013Q2 20131
Counsel Portfolio Services Inc. 110.03%0.03%0.03%Q2 2014Q2 20141
Valtura Capital Partners LLC 110.68%0.68%0.68%Q4 2016Q4 20161
Ascent Group, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Artisan Partners Limited Partnership 110.00%0.00%0.00%Q4 2016Q4 20161
Andromeda Capital LLC 110.07%0.07%0.07%Q3 2014Q3 20141
Standard Investments LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Curi Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
DRIVE WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q1 2022Q1 20221
QCM Cayman, Ltd. 110.15%0.15%0.15%Q2 2016Q2 20161
Gyon Technologies Capital Management, LP 110.11%0.11%0.11%Q2 2022Q2 20221
PointState Capital LP 110.39%0.39%0.39%Q4 2022Q4 20221
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Evolution Capital Management LLC 116.96%6.96%6.96%Q1 2022Q1 20221
PUZO MICHAEL J 110.21%0.21%0.21%Q4 2012Q4 20121
Field & Main Bank 110.02%0.02%0.02%Q3 2014Q3 20141
Delphi Private Advisors LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Centenus Global Management, LP 110.68%0.68%0.68%Q2 2019Q2 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q1 2016Q1 20161
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2017Q1 20171
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q1 2014Q1 20141
M Holdings Securities, Inc. 110.02%0.02%0.02%Q3 2014Q3 20141
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q4 2017Q4 20171
ACIMA PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
ATALANTA SOSNOFF CAPITAL, LLC 110.63%0.63%0.63%Q3 2020Q3 20201
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Smith, Salley & Associates 110.18%0.18%0.18%Q3 2013Q3 20131
Aris Wealth Services, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Flaharty Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Beck Bode, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Guild Investment Management, Inc. 110.17%0.17%0.17%Q4 2012Q4 20121
Karp Capital Management Corp 110.15%0.15%0.15%Q1 2017Q1 20171
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2014Q1 20141
Peregrine Asset Advisers, Inc. 111.29%1.29%1.29%Q2 2019Q2 20191
COMPTON CAPITAL MANAGEMENT INC /RI 110.13%0.13%0.13%Q3 2013Q3 20131
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Muzinich & Co., Inc. 111.38%1.38%1.38%Q1 2023Q1 20231
GSA CAPITAL PARTNERS LLP 110.09%0.09%0.09%Q1 2020Q1 20201
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ironwood Investment Counsel, LLC 110.12%0.12%0.12%Q2 2015Q2 20151
BOK Financial Private Wealth, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Trutina Financial LLC 110.00%0.00%0.00%Q1 2014Q1 20141
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Quinn Opportunity Partners LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Roundview Capital LLC 110.07%0.07%0.07%Q1 2018Q1 20181
CLEARBRIDGE, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.28%0.28%0.28%Q4 2022Q4 20221
Pine River Capital Management L.P. 110.01%0.01%0.01%Q4 2013Q4 20131
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Atlantic Union Bankshares Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Global Trust Asset Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FCM INVESTMENTS/TX 110.50%0.50%0.50%Q2 2013Q2 20131
BAROMETER CAPITAL MANAGEMENT INC. 110.05%0.05%0.05%Q3 2017Q3 20171
Trafelet Capital Management, L.P. 110.03%0.03%0.03%Q2 2016Q2 20161
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Cinctive Capital Management LP 110.01%0.01%0.01%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.15%0.15%0.15%Q4 2016Q4 20161
Artemis Investment Management LLP 111.63%1.63%1.63%Q1 2015Q1 20151
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Kore Private Wealth LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Quad Capital Management Advisors LLC 110.15%0.15%0.15%Q4 2017Q4 20171
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Lebenthal Holdings,LLC 110.03%0.03%0.03%Q2 2016Q2 20161
IBERIABANK CORP 110.34%0.34%0.34%Q1 2013Q1 20131
Covalis Capital LLP 110.48%0.48%0.48%Q3 2018Q3 20181
Permanens Capital L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
TSFG, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
LEO BROKERAGE, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Ariose Capital Management Ltd 112.48%2.48%2.48%Q1 2023Q1 20231
Telemark Asset Management, LLC 110.41%0.41%0.41%Q2 2021Q2 20211
Cumberland Partners Ltd 110.06%0.06%0.06%Q2 2018Q2 20181
US GLOBAL INVESTORS FUNDS 112.27%2.27%2.27%Q4 2013Q4 20131
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
McClarren Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Aspen Wealth Strategies, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Harfst & Associates, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
First Capital Advisors Group, LLC. 110.15%0.15%0.15%Q2 2022Q2 20221
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Axiom Investment Management LLC 110.01%0.01%0.01%Q3 2022Q3 20221
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This page lists all the filers that currently own BHP BILLITON LTD or have owned BHP BILLITON LTD in the past.