BLACKROCK INC shareholder history

Current and past BLACKROCK INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.21%Q1 2012Q3 2023137
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.04%0.13%Q2 2013Q3 2023125
D. E. Shaw & Co., Inc. 42420.00%0.03%0.13%Q2 2013Q3 2023113
Walleye Trading LLC 42420.00%0.03%0.52%Q2 2013Q3 2023112
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.04%0.20%Q2 2013Q3 2023101
Parallax Volatility Advisers, L.P. 2210.00%0.02%0.23%Q2 2013Q3 2023101
CITIGROUP INC 42420.00%0.05%0.21%Q2 2013Q3 202399
Citadel Advisors 2940.00%0.04%0.16%Q2 2013Q3 202398
BARCLAYS PLC 42420.00%0.04%0.29%Q2 2013Q3 202395
BANK OF AMERICA CORP /DE/ 42420.00%0.15%0.55%Q2 2013Q3 202394
JANE STREET GROUP, LLC 39390.00%0.01%0.07%Q1 2014Q3 202390
UBS Group AG 36360.00%0.10%0.52%Q4 2014Q3 202390
HSBC HOLDINGS PLC 47470.00%0.12%0.56%Q1 2012Q3 202383
CREDIT SUISSE AG/ 43430.00%0.10%0.39%Q1 2013Q3 202380
WOLVERINE TRADING, LLC 1630.00%0.04%0.14%Q2 2016Q3 202380
Twin Tree Management, LP 1620.00%0.08%0.53%Q4 2012Q3 202377
MILLENNIUM MANAGEMENT LLC 2710.00%0.02%0.10%Q3 2013Q3 202374
Cutler Group LLC / CA 21100.00%0.02%0.43%Q4 2015Q3 202373
Paloma Partners Management Co 1910.01%0.07%0.47%Q2 2014Q3 202371
TWO SIGMA INVESTMENTS, LP 2020.00%0.05%0.39%Q2 2015Q2 202369
CAPSTONE INVESTMENT ADVISORS, LLC 2220.00%0.07%0.21%Q3 2013Q3 202366
Laurion Capital Management LP 1420.00%0.15%0.58%Q3 2016Q3 202366
PEAK6 Investments LLC 21210.00%0.04%0.20%Q3 2018Q3 202361
M&T BANK CORP 42420.00%0.24%0.58%Q2 2013Q3 202360
HUNTINGTON NATIONAL BANK 59590.00%0.34%0.96%Q1 2009Q3 202359
TWO SIGMA SECURITIES, LLC 1610.00%0.05%0.27%Q3 2016Q3 202359
HighTower Advisors, LLC 3380.00%0.10%0.27%Q2 2013Q3 202355
DEUTSCHE BANK AG\ 41410.00%0.09%0.23%Q3 2013Q3 202355
Jefferies Group LLC 1730.00%0.02%0.08%Q2 2013Q2 202254
ROYAL BANK OF CANADA 42420.00%0.09%0.18%Q2 2013Q3 202354
CAPITAL FUND MANAGEMENT S.A. 1310.00%0.08%0.53%Q2 2013Q3 202351
TORONTO DOMINION BANK 43430.00%0.06%0.18%Q1 2013Q3 202350
Squarepoint Ops LLC 1410.00%0.06%0.29%Q2 2015Q3 202350
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.08%0.19%0.32%Q3 2011Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.08%0.15%0.24%Q3 2011Q3 202349
AMALGAMATED BANK 4030.12%0.19%0.28%Q4 2010Q3 202349
MUFG Americas Holdings Corp 48480.00%0.17%0.38%Q4 2010Q3 202248
CREDIT AGRICOLE S A 42420.00%0.06%0.23%Q2 2013Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.02%0.16%0.35%Q4 2011Q3 202348
GLENMEDE TRUST CO NA 4520.00%0.22%0.41%Q4 2011Q3 202347
First Horizon Advisors, Inc. 47470.01%0.05%0.14%Q1 2012Q3 202347
Mirae Asset Global Investments Co., Ltd. 4240.03%0.19%0.73%Q3 2011Q3 202346
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202346
Allianz Asset Management GmbH 42420.00%0.06%0.14%Q2 2013Q3 202346
Cubist Systematic Strategies, LLC 1410.00%0.07%0.29%Q2 2014Q3 202345
WELLS FARGO & COMPANY/MN 42420.00%0.28%0.58%Q2 2013Q3 202345
DONALDSON CAPITAL MANAGEMENT, LLC 45450.11%2.06%3.91%Q3 2012Q3 202345
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.02%0.94%1.29%Q2 2013Q3 202345
Capital Analysts, LLC 44440.01%0.17%0.61%Q4 2012Q3 202344
BANK OF NOVA SCOTIA 43430.00%0.04%0.20%Q1 2013Q3 202344
First Financial Bank - Trust Division 44440.16%1.00%1.68%Q1 2013Q4 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.15%0.29%Q4 2012Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.17%0.22%0.29%Q1 2013Q3 202343
Harbour Capital Advisors, LLC 31120.54%0.80%1.07%Q1 2013Q4 202343
TUDOR INVESTMENT CORP ET AL 910.01%0.06%0.39%Q2 2013Q3 202343
BRYN MAWR TRUST Co 43430.04%0.08%0.18%Q1 2013Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.33%0.60%1.08%Q1 2013Q3 202343
Veritable, L.P. 43430.03%0.07%0.21%Q4 2012Q2 202343
COMMERCE BANK 43430.06%0.26%0.49%Q1 2013Q3 202343
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.06%0.19%0.25%Q1 2013Q3 202343
SCHMIDT P J INVESTMENT MANAGEMENT INC 43430.12%1.46%2.08%Q1 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.04%0.22%0.75%Q1 2013Q3 202343
GUGGENHEIM CAPITAL LLC 42420.01%0.14%0.29%Q2 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.02%0.17%Q1 2013Q3 202343
Neuberger Berman Group LLC 42420.00%0.31%0.43%Q2 2013Q3 202343
EXENCIAL WEALTH ADVISORS, LLC 43430.09%1.64%3.30%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.05%0.20%0.34%Q1 2013Q3 202343
DekaBank Deutsche Girozentrale 42420.00%0.16%0.39%Q2 2013Q3 202343
Retirement Systems of Alabama 43430.10%0.13%0.17%Q1 2013Q3 202343
AQR Capital Management 4210.00%0.09%0.45%Q4 2012Q3 202343
FIRST NATIONAL TRUST CO 42420.10%0.22%0.54%Q2 2013Q3 202342
Calamos Advisors LLC 42420.02%0.06%0.12%Q2 2013Q3 202342
Exchange Capital Management, Inc. 42421.59%1.96%2.34%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.07%0.12%0.24%Q2 2013Q3 202342
BECKER CAPITAL MANAGEMENT INC 42420.20%1.10%1.83%Q2 2013Q3 202342
Sabal Trust CO 42420.03%1.23%2.85%Q2 2013Q3 202342
Invesco Ltd. 42420.01%0.04%0.13%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.07%0.32%0.68%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.11%0.17%0.22%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.06%0.16%0.24%Q2 2013Q3 202342
BRAUN STACEY ASSOCIATES INC 42420.60%0.97%1.27%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.04%0.14%0.18%Q2 2013Q3 202342
Norinchukin Bank, The 42420.01%0.05%0.18%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.05%0.25%1.55%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.32%1.73%2.27%Q2 2013Q3 202342
First Long Island Investors, LLC 42421.63%1.90%2.27%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.12%0.19%0.31%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.02%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.08%0.16%0.28%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.15%10.02%18.83%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.15%0.30%0.49%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.27%0.42%0.57%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.21%0.44%Q2 2013Q3 202342
STRS OHIO 42420.11%0.15%0.23%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.05%0.11%0.18%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.20%0.37%0.55%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.01%0.63%1.19%Q2 2013Q3 202342
CAPITAL ADVISORS INC/OK 42420.51%1.01%1.49%Q2 2013Q3 202342
Stillwater Capital Advisors, LLC 42422.22%2.95%3.54%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42420.28%0.39%0.50%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.04%1.04%1.85%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.14%0.24%0.36%Q2 2013Q3 202342
MIDDLETON & CO INC/MA 42420.06%0.39%1.28%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.01%0.06%0.18%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.68%0.88%1.19%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.08%0.18%0.34%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.32%0.93%1.39%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.02%0.05%0.14%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.09%0.84%1.35%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.15%0.19%0.26%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.01%0.30%1.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.05%0.07%0.10%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.13%0.18%0.28%Q2 2013Q3 202342
FRED ALGER MANAGEMENT, LLC 42420.01%0.03%0.43%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.18%0.22%0.30%Q2 2013Q3 202342
TODD ASSET MANAGEMENT LLC 42420.01%0.65%2.00%Q2 2013Q3 202342
HUDSON EDGE INVESTMENT PARTNERS INC. 42420.02%0.25%0.58%Q2 2013Q3 202342
PRIVATE ASSET MANAGEMENT INC 42420.14%0.28%0.52%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42421.00%1.88%2.61%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.17%0.21%0.27%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.10%0.24%0.59%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.02%0.28%1.27%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.59%0.73%0.94%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.21%0.39%0.60%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.13%0.26%0.78%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.02%0.09%0.28%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.04%0.19%0.37%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.11%0.17%0.26%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.14%0.61%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.10%0.23%0.74%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.09%0.22%0.54%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.19%0.27%0.44%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.01%0.06%0.28%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.07%0.16%0.27%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.56%0.74%1.06%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.12%0.18%0.23%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.19%0.25%0.83%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.04%0.10%Q2 2013Q3 202342
Narwhal Capital Management 42420.54%1.12%2.30%Q2 2013Q3 202342
Sandy Spring Bank 42420.49%0.71%0.97%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.07%0.60%1.25%Q2 2013Q3 202342
FMR LLC 42420.06%0.20%0.36%Q2 2013Q3 202342
PITCAIRN CO 42420.05%0.09%0.16%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.18%0.23%0.30%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.02%0.07%0.12%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.01%1.17%2.48%Q2 2013Q3 202342
CINCINNATI FINANCIAL CORP 42420.60%0.74%0.91%Q2 2013Q3 202342
Granite Investment Partners, LLC 42420.16%0.43%0.78%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.17%0.26%0.36%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.07%0.12%0.19%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.09%0.12%0.19%Q2 2013Q3 202342
Aviance Capital Partners, LLC 42420.51%1.04%1.62%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.78%1.26%1.72%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.04%0.09%0.22%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.11%0.15%0.24%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.03%0.20%0.62%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.17%0.24%0.34%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.05%0.10%0.20%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.04%0.11%0.17%Q2 2013Q3 202342
MAI Capital Management 3810.01%0.15%0.25%Q2 2013Q3 202342
WRIGHT INVESTORS SERVICE INC 42420.14%0.56%1.36%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42421.21%2.16%3.03%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42421.00%1.28%1.63%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.00%0.12%0.32%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.12%1.26%2.54%Q2 2013Q3 202342
BOURGEON CAPITAL MANAGEMENT LLC 42420.88%1.80%2.86%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.44%0.60%0.86%Q2 2013Q3 202342
Korea Investment CORP 42420.21%0.44%1.23%Q2 2013Q3 202342
Legal & General Group Plc 42420.16%0.22%0.30%Q2 2013Q3 202342
APG Asset Management N.V. 42420.02%0.30%0.51%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.07%0.55%1.47%Q2 2013Q4 202342
OLD SECOND NATIONAL BANK OF AURORA 42421.61%2.03%2.54%Q2 2013Q3 202342
Strategic Financial Services, Inc, 42420.19%0.72%1.08%Q2 2013Q3 202342
Markel Corporation 42420.08%1.56%2.44%Q2 2013Q3 202342
Utah Retirement Systems 42420.19%0.23%0.31%Q2 2013Q3 202342
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 42420.44%1.56%3.36%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.74%0.95%1.14%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42420.34%0.45%0.60%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.01%0.02%0.03%Q2 2013Q3 202342
HARRIS ASSOCIATES L P 42420.09%0.51%1.14%Q2 2013Q3 202342
Dana Investment Advisors, Inc. 42420.10%0.16%0.23%Q2 2013Q3 202342
Busey Bank 42420.08%0.59%1.68%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.74%1.14%1.50%Q2 2013Q3 202342
PIONEER TRUST BANK N A/OR 42421.50%2.13%2.75%Q2 2013Q3 202342
Cincinnati Specialty Underwriters Insurance CO 42422.46%3.53%4.78%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.07%0.19%0.50%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.09%0.14%0.21%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.17%0.22%0.29%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42421.03%1.46%2.02%Q2 2013Q3 202342
MOODY LYNN & LIEBERSON, LLC 42420.07%0.44%1.48%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.03%0.16%0.27%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.03%0.16%0.29%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.19%0.23%0.30%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.06%0.17%Q2 2013Q3 202342
Capital World Investors 42420.10%0.58%1.17%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.04%0.14%0.35%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.16%0.66%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.05%0.12%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.07%0.26%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.08%0.21%0.35%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.08%0.12%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.19%0.63%1.00%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.01%0.25%0.73%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.14%0.30%0.76%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.03%0.06%0.08%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.10%0.15%0.38%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.04%0.06%0.08%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.11%0.22%0.43%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.08%0.27%0.76%Q2 2013Q3 202342
BUCKHEAD CAPITAL MANAGEMENT LLC 42420.80%1.70%2.27%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.21%1.00%1.60%Q2 2013Q3 202342
ADELL HARRIMAN & CARPENTER INC 42420.28%1.05%1.72%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.06%0.12%0.20%Q2 2013Q3 202342
KBC Group NV 42420.07%0.23%0.55%Q2 2013Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42421.00%2.41%3.47%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.08%0.15%0.31%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.28%0.46%0.66%Q2 2013Q3 202342
Guinness Asset Management LTD 42420.02%1.56%4.87%Q2 2013Q3 202342
AVIVA PLC 42420.10%0.25%0.49%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.09%0.21%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.10%0.57%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.04%0.06%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.02%0.11%0.62%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.36%0.59%0.88%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.13%0.16%0.20%Q2 2013Q3 202342
PEAK6 Group LLC 1550.00%0.08%0.30%Q2 2013Q2 201842
Rafferty Asset Management, LLC 42420.00%0.24%0.54%Q2 2013Q3 202342
NOMURA HOLDINGS INC 1210.00%0.01%0.15%Q4 2012Q3 202342
Chesley Taft & Associates LLC 42420.21%0.33%0.50%Q2 2013Q3 202342
TWIN FOCUS CAPITAL PARTNERS, LLC 42420.27%0.49%0.90%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.02%0.06%0.24%Q2 2013Q3 202342
Ensemble Capital Management 42420.05%0.37%1.90%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.11%0.14%0.19%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.00%0.01%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.09%0.26%0.43%Q2 2013Q3 202342
Buckingham Capital Management, Inc. 42421.20%1.53%2.06%Q2 2013Q3 202342
DEAN INVESTMENT ASSOCIATES, LLC 42420.91%1.20%1.64%Q2 2013Q3 202342
NORGES BANK 4020.22%1.03%2.17%Q2 2012Q4 202242
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.00%0.10%0.37%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.06%0.21%0.33%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.80%1.36%1.66%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.66%1.15%1.60%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.11%0.29%0.46%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.16%0.22%0.31%Q2 2013Q3 202342
Colonial Trust Advisors 42420.08%0.12%0.15%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.02%0.05%0.13%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.16%0.21%0.26%Q2 2013Q3 202342
BlackRock Inc. 42420.11%0.17%0.24%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.01%0.07%0.12%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.16%0.20%0.27%Q2 2013Q3 202342
ProShare Advisors LLC 42420.06%0.12%0.23%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.09%0.86%1.48%Q2 2013Q3 202342
L. Roy Papp & Associates, LLP 42423.37%4.16%5.22%Q2 2013Q3 202342
Indiana Trust & Investment Management CO 42420.72%1.02%1.41%Q2 2013Q3 202342
LONDON CO OF VIRGINIA 42421.13%2.42%3.61%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.31%0.44%0.67%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.03%0.64%1.58%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.13%0.34%0.51%Q2 2013Q3 202342
AXA S.A. 42420.07%0.16%0.30%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.72%1.06%1.38%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.01%0.03%0.10%Q2 2013Q3 202342
Haverford Trust Co 42422.32%2.70%3.24%Q2 2013Q3 202342
RNC CAPITAL MANAGEMENT LLC 42420.04%1.57%3.06%Q2 2013Q3 202342
HARBOUR INVESTMENT MANAGEMENT LLC 42421.03%1.33%1.67%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.15%0.20%0.26%Q2 2013Q3 202342
ZEVENBERGEN CAPITAL INVESTMENTS LLC 42420.02%0.06%0.46%Q2 2013Q3 202342
Coastline Trust Co 42420.13%0.28%0.49%Q2 2013Q3 202342
ClearBridge Investments 42420.02%0.35%0.92%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.08%0.13%0.18%Q2 2013Q3 202342
CINCINNATI INSURANCE CO 42423.98%5.04%6.84%Q2 2013Q3 202342
Haverford Financial Services, Inc. 42423.04%3.82%4.81%Q2 2013Q3 202342
CINCINNATI CASUALTY CO 42423.25%4.01%5.20%Q2 2013Q3 202342
Baldwin Investment Management, LLC 42420.11%0.42%0.94%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.02%0.03%0.09%Q2 2013Q3 202342
STATE STREET CORP 42420.17%0.21%0.29%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.72%0.89%1.12%Q2 2013Q3 202342
Cypress Capital Group 42420.33%0.76%1.31%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.02%0.06%0.20%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.29%0.60%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.01%0.07%0.12%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.03%0.32%0.68%Q2 2013Q3 202342
Skylands Capital, LLC 42420.15%0.53%1.31%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.20%1.03%1.31%Q2 2013Q3 202342
Epoch Investment Partners, Inc. 42420.17%0.78%1.39%Q2 2013Q3 202342
MOTCO 42420.04%0.89%1.17%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.12%0.49%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.13%0.21%0.47%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.01%0.06%0.17%Q2 2013Q3 202342
CONNING INC. 42420.04%0.90%1.56%Q2 2013Q3 202342
MORGAN STANLEY 42420.19%0.26%0.35%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.06%0.20%0.54%Q2 2013Q3 202342
Ledyard National Bank 42420.00%0.05%0.11%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.08%0.42%0.99%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.11%0.40%0.66%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.05%0.17%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.02%0.20%0.48%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.16%0.74%1.13%Q2 2013Q3 202342
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.08%0.29%0.63%Q2 2013Q3 202341
WESTPAC BANKING CORP 4010.01%0.08%0.24%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.04%0.20%0.36%Q3 2013Q3 202341
ASSETMARK, INC 41410.00%0.01%0.04%Q3 2013Q3 202341
ROBERTS GLORE & CO INC /IL/ 22190.12%0.20%0.29%Q2 2013Q3 202341
COMERICA BANK 3920.01%0.12%0.18%Q2 2013Q3 202341
FAYEZ SAROFIM & CO 4010.79%1.22%1.73%Q2 2013Q3 202341
TEXAS PERMANENT SCHOOL FUND CORP 41410.15%0.19%0.24%Q1 2013Q1 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.22%0.27%0.34%Q3 2013Q3 202341
CYPRESS ASSET MANAGEMENT INC/TX 41410.06%0.39%0.75%Q2 2013Q2 202341
PRUDENTIAL PLC 3380.00%0.35%1.27%Q2 2013Q3 202341
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 41410.12%0.49%0.79%Q3 2013Q3 202341
WOLVERINE ASSET MANAGEMENT LLC 1130.00%0.05%0.28%Q2 2013Q3 202341
DUBUQUE BANK & TRUST CO 41410.00%0.79%1.85%Q3 2013Q3 202341
WINDWARD CAPITAL MANAGEMENT CO /CA 3562.56%3.01%3.79%Q2 2013Q3 202341
NORTH POINT PORTFOLIO MANAGERS CORP/OH 41411.89%2.75%3.64%Q3 2013Q3 202341
Arizona State Retirement System 3380.12%0.21%0.30%Q1 2013Q3 202341
OLD NATIONAL BANCORP /IN/ 41410.03%0.51%1.09%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.04%0.18%0.67%Q2 2013Q3 202341
JNBA Financial Advisors 21200.02%0.10%0.21%Q2 2013Q3 202341
1834 INVESTMENT ADVISORS CO 3740.02%0.82%1.49%Q2 2013Q3 202341
VICTORY CAPITAL MANAGEMENT INC 41410.00%0.03%0.09%Q3 2013Q3 202341
LOGAN CAPITAL MANAGEMENT INC 4010.01%0.04%0.08%Q2 2013Q3 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.10%0.19%0.41%Q2 2013Q3 202341
BOKF, NA 3290.06%0.21%0.40%Q2 2013Q3 202341
INVESTMENT HOUSE LLC 41410.04%0.15%0.30%Q3 2013Q3 202341
MASTRAPASQUA ASSET MANAGEMENT INC 3651.06%1.39%2.43%Q2 2013Q3 202341
FAS Wealth Partners, Inc. 40400.05%0.10%0.26%Q4 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.24%0.64%0.89%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40401.89%2.45%2.91%Q2 2013Q1 202340
Dynamic Advisor Solutions LLC 40400.16%0.32%0.57%Q4 2013Q3 202340
THRIVENT FINANCIAL FOR LUTHERANS 3820.01%0.04%0.12%Q2 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.01%0.21%1.11%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40400.68%0.94%1.28%Q4 2013Q3 202340
Wunderlich Capital Managemnt 40401.19%1.62%2.43%Q4 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.28%0.54%0.82%Q2 2013Q1 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.50%0.87%1.17%Q4 2013Q4 202340
Perkins Coie Trust Co 40401.14%1.41%1.78%Q4 2013Q3 202340
VIRGINIA RETIREMENT SYSTEMS ET AL 2450.01%0.33%0.76%Q2 2013Q3 202340
KCM INVESTMENT ADVISORS LLC 40400.02%0.06%0.23%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.20%0.25%0.33%Q4 2013Q3 202340
E&G Advisors, LP 40400.15%0.34%0.62%Q4 2013Q3 202340
CAPITAL CITY TRUST CO/FL 40400.19%1.60%2.69%Q4 2013Q3 202340
Andra AP-fonden 2260.06%0.13%0.26%Q2 2013Q3 202340
Kistler-Tiffany Companies, LLC 3550.02%0.06%0.12%Q2 2013Q2 202340
Capital Advisors, Ltd. LLC 40400.00%0.02%0.10%Q4 2013Q3 202340
Blue Edge Capital, LLC 40400.44%0.64%0.79%Q4 2013Q3 202340
Stonebridge Capital Advisors LLC 40401.27%1.79%2.58%Q4 2013Q3 202340
ADIRONDACK TRUST CO 40400.01%0.27%0.59%Q4 2013Q3 202340
MCF Advisors LLC 1570.00%0.01%0.04%Q4 2011Q3 202340
WESBANCO BANK INC 29110.02%0.31%0.74%Q3 2013Q3 202340
Atria Investments, Inc 3010.03%0.16%0.46%Q2 2013Q3 202340
Kentucky Retirement Systems 3730.21%0.26%0.34%Q3 2013Q3 202340
Savant Capital, LLC 40400.02%0.08%0.13%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.04%0.08%0.16%Q4 2013Q3 202340
GIRARD PARTNERS LTD. 40401.66%2.15%2.82%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.13%0.16%0.21%Q4 2013Q3 202340
Morningstar Investment Services LLC 3910.13%0.42%0.66%Q2 2013Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 40400.00%0.07%0.16%Q4 2013Q3 202340
North Star Investment Management Corp. 39390.00%0.04%0.16%Q1 2014Q3 202339
Nuveen Asset Management, LLC 2810.01%0.10%0.24%Q2 2013Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.05%0.09%0.13%Q2 2013Q4 202239
Copeland Capital Management, LLC 39390.04%0.28%1.05%Q1 2014Q3 202339
Mariner, LLC 3180.01%0.08%0.19%Q4 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.45%0.61%1.03%Q1 2014Q3 202339
ALBION FINANCIAL GROUP /UT 29100.04%0.27%0.80%Q4 2013Q3 202339
Essex Financial Services, Inc. 2310.05%0.11%0.23%Q2 2013Q3 202339
Plante Moran Financial Advisors, LLC 3810.01%0.02%0.06%Q4 2013Q3 202339
CULBERTSON A N & CO INC 39390.17%0.20%0.27%Q1 2014Q3 202339
HERITAGE INVESTORS MANAGEMENT CORP 39390.10%0.80%1.17%Q1 2014Q3 202339
Autus Asset Management, LLC 39391.34%1.67%2.16%Q2 2013Q4 202239
BANK OF THE WEST 39390.16%0.42%0.85%Q2 2013Q4 202239
Livforsakringsbolaget Skandia, Omsesidigt 39390.01%0.11%0.24%Q1 2014Q3 202339
Checchi Capital Advisers, LLC 39390.05%0.11%0.18%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.05%0.18%0.30%Q1 2014Q3 202339
Renaissance Investment Group LLC 39390.06%1.34%2.67%Q2 2013Q4 202239
Douglass Winthrop Advisors, LLC 39390.02%0.03%0.06%Q1 2014Q3 202339
Perigon Wealth Management, LLC 2010.03%0.34%1.01%Q3 2011Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.18%0.23%0.30%Q1 2014Q3 202339
VAUGHAN DAVID INVESTMENTS LLC/IL 39390.78%1.09%1.41%Q1 2014Q3 202339
GUARDIAN CAPITAL ADVISORS LP 2750.02%0.16%0.33%Q2 2013Q3 202339
Janney Montgomery Scott LLC 28110.04%0.18%0.30%Q3 2013Q2 202339
COUNTRY TRUST BANK 39390.80%1.45%2.27%Q2 2014Q4 202339
CUTLER INVESTMENT COUNSEL LLC 39391.31%2.17%2.87%Q1 2014Q3 202339
INTACT INVESTMENT MANAGEMENT INC. 39390.02%0.10%0.25%Q3 2013Q1 202339
MERIDIAN MANAGEMENT CO 38381.07%1.60%2.27%Q2 2014Q3 202338
Covington Capital Management 38380.62%0.90%1.14%Q2 2013Q3 202238
Meiji Yasuda Asset Management Co Ltd. 3210.05%0.14%0.38%Q2 2013Q3 202338
NewSquare Capital LLC 38380.00%0.01%0.04%Q2 2014Q3 202338
Miller Investment Management, LP 38380.06%0.69%1.26%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.00%0.03%0.14%Q2 2013Q3 202238
Richard Bernstein Advisors LLC 2990.06%0.18%0.45%Q2 2013Q1 202338
BURNS J W & CO INC/NY 38380.09%0.11%0.14%Q2 2014Q3 202338
Hudock, Inc. 38380.00%0.01%0.04%Q2 2013Q3 202238
Ashfield Capital Partners, LLC 38380.36%1.08%2.14%Q2 2013Q3 202238
Edge Wealth Management LLC 38380.01%1.08%2.76%Q2 2014Q3 202338
NORTHEAST INVESTMENT MANAGEMENT 38380.04%1.05%2.41%Q2 2014Q3 202338
State of New Jersey Common Pension Fund D 38380.15%0.22%0.41%Q2 2014Q3 202338
HOWE & RUSLING INC 3440.00%0.41%1.32%Q2 2013Q4 202238
Smith, Salley & Associates 38380.05%0.25%1.26%Q2 2014Q3 202338
Fisher Asset Management, LLC 3610.00%0.15%0.86%Q2 2013Q3 202338
Cetera Advisor Networks LLC 3250.01%0.04%0.12%Q2 2014Q3 202337
SIGNATUREFD, LLC 2630.00%0.03%0.07%Q3 2013Q3 202337
Advisory Services Network, LLC 27100.05%0.18%0.49%Q2 2014Q3 202337
State of Tennessee, Treasury Department 37370.04%0.14%0.23%Q3 2013Q3 202237
CenterStar Asset Management, LLC 610.00%0.12%0.92%Q1 2018Q4 202237
SouthState Corp 21160.02%0.05%0.08%Q3 2013Q3 202337
TWIN CAPITAL MANAGEMENT INC 37370.08%0.32%0.60%Q2 2013Q2 202237
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2830.08%0.21%2.14%Q1 2014Q3 202337
BTC Capital Management, Inc. 37370.91%1.19%1.91%Q3 2014Q3 202337
BARINGS LLC 22150.01%0.05%0.13%Q2 2013Q4 202237
COMPTON CAPITAL MANAGEMENT INC /RI 37370.12%0.49%0.62%Q2 2013Q2 202237
WEDBUSH SECURITIES INC 37370.04%0.13%0.19%Q3 2014Q3 202337
National Pension Service 37370.20%0.26%0.33%Q3 2014Q3 202337
Gradient Investments LLC 3610.00%0.19%0.50%Q2 2013Q3 202337
UMB Bank, n.a. 37370.17%0.52%0.75%Q3 2014Q3 202337
Eagle Ridge Investment Management 37371.04%1.66%3.16%Q3 2014Q3 202337
BEACON FINANCIAL GROUP 37370.04%0.20%0.80%Q3 2014Q3 202337
Employees Retirement System of Texas 37370.04%0.18%0.43%Q2 2013Q2 202237
KORNITZER CAPITAL MANAGEMENT INC /KS 37370.00%0.01%0.04%Q3 2014Q3 202337
FIDUCIARY TRUST CO 37370.01%0.06%0.10%Q3 2014Q3 202337
IBM Retirement Fund 36360.15%0.22%0.29%Q2 2013Q1 202236
AMF Tjanstepension AB 36360.29%0.63%1.50%Q4 2014Q3 202336
Vigilant Capital Management, LLC 36360.00%0.03%0.18%Q1 2014Q4 202236
Avalon Investment & Advisory 3150.03%0.34%0.57%Q1 2014Q1 202336
Lincoln Capital LLC 36360.49%2.32%4.25%Q4 2014Q3 202336
First Personal Financial Services 36360.03%0.14%0.42%Q4 2014Q3 202336
Oakworth Capital, Inc. 36360.00%0.04%0.07%Q4 2014Q3 202336
Cetera Advisors LLC 36360.02%0.04%0.09%Q4 2014Q3 202336
PineBridge Investments, L.P. 1430.00%0.11%0.47%Q2 2013Q3 202336
Bangor Savings Bank 3060.06%0.12%0.18%Q3 2014Q3 202336
Opus Capital Group, LLC 36360.06%0.17%0.27%Q1 2014Q4 202236
TRUST CO OF VIRGINIA /VA 36360.51%1.67%2.23%Q4 2014Q3 202336
Azimuth Capital Management LLC 36360.30%0.71%1.06%Q2 2013Q1 202236
Pinnacle Wealth Management Advisory Group, LLC 36360.54%0.76%1.17%Q4 2014Q3 202336
SVB WEALTH LLC 36360.20%0.58%1.10%Q4 2014Q3 202336
Choate Investment Advisors 36360.02%0.04%0.07%Q4 2014Q3 202336
Argent Trust Co 36360.38%0.63%1.03%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.01%0.05%0.14%Q4 2014Q3 202336
Candriam S.C.A. 36360.02%0.06%0.11%Q4 2014Q3 202336
PARK NATIONAL CORP /OH/ 3330.01%0.54%1.19%Q4 2014Q4 202336
ING GROEP NV 1020.00%0.08%0.22%Q1 2013Q2 202336
Barrett Asset Management, LLC 36361.81%2.05%2.46%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.09%0.15%0.27%Q2 2013Q1 202236
COLONY GROUP LLC 2790.00%0.05%0.16%Q4 2013Q3 202336
TRUST CO OF OKLAHOMA 23130.22%0.60%0.83%Q3 2014Q3 202336
Sigma Planning Corp 36360.04%0.05%0.08%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.01%0.01%0.02%Q4 2014Q3 202336
FIRST CITIZENS BANK & TRUST CO 3020.02%0.09%0.80%Q2 2013Q3 202336
TEACHER RETIREMENT SYSTEM OF TEXAS 23130.00%0.08%0.24%Q2 2013Q3 202236
Glassman Wealth Services 36360.01%0.05%0.12%Q4 2014Q3 202336
American Money Management, LLC 36361.18%1.79%2.54%Q4 2014Q3 202336
Bartlett & Co. LLC 20160.00%0.60%1.73%Q4 2014Q4 202336
GRIMES & COMPANY, INC. 23130.02%0.57%1.95%Q2 2013Q3 202336
AllSquare Wealth Management LLC 36360.00%0.01%0.02%Q4 2014Q3 202336
COHEN LAWRENCE B 23120.12%0.58%1.54%Q2 2013Q3 202335
TOKIO MARINE ASSET MANAGEMENT CO LTD 20150.04%0.12%0.20%Q2 2013Q3 202335
Trust Co 35350.04%0.67%2.37%Q1 2015Q3 202335
OAK RIDGE INVESTMENTS LLC 35350.01%0.04%0.09%Q3 2013Q1 202235
Gemmer Asset Management LLC 2960.00%0.02%0.08%Q1 2014Q1 202335
Trellus Management Company, LLC 35350.52%1.14%1.97%Q2 2013Q4 202135
Ancora Advisors LLC 35350.02%0.35%0.62%Q1 2015Q3 202335
FUKOKU MUTUAL LIFE INSURANCE Co 24110.03%0.59%1.27%Q2 2013Q3 202335
Alley Co LLC 35351.92%2.40%3.26%Q2 2013Q4 202135
ADVISOR PARTNERS LLC 35350.12%0.21%0.28%Q4 2013Q2 202235
Financial Architects, Inc 3010.00%0.05%0.37%Q3 2013Q2 202335
DOWLING & YAHNKE LLC 35350.04%0.21%0.34%Q1 2014Q3 202235
CLEAR STREET MARKETS LLC 1510.00%0.10%0.54%Q2 2013Q2 202335
ROPES WEALTH ADVISORS LLC 35350.04%0.09%0.18%Q1 2015Q3 202335
EP Wealth Advisors, LLC 2870.01%1.26%2.10%Q4 2014Q3 202335
Avior Wealth Management, LLC 35350.02%0.35%0.63%Q1 2015Q3 202335
CIM INVESTMENT MANAGEMENT INC 22130.12%0.35%0.55%Q1 2014Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.03%0.11%0.33%Q1 2015Q3 202335
Rehmann Capital Advisory Group 1640.03%0.13%0.19%Q3 2014Q3 202335
CITIZENS & NORTHERN CORP 23110.16%0.63%1.87%Q2 2013Q3 202334
ARROWGRASS CAPITAL PARTNERS (US) LP 640.00%0.20%1.32%Q4 2014Q4 201934
World Asset Management Inc 34340.15%0.18%0.27%Q2 2013Q3 202134
BANK OF HAWAII 3310.03%0.09%0.15%Q2 2013Q3 202334
Citizens Business Bank 3310.06%0.21%0.29%Q4 2013Q4 202234
AMP Capital Investors Ltd 34340.08%0.12%0.20%Q2 2013Q3 202134
Tarbox Family Office, Inc. 34340.00%0.04%0.13%Q4 2013Q1 202234
HANCOCK WHITNEY CORP 2140.01%0.08%0.62%Q2 2013Q3 202334
Archford Capital Strategies, LLC 22120.14%0.41%0.67%Q1 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.17%0.71%1.10%Q2 2013Q3 202134
TWO SIGMA ADVISERS, LP 1410.00%0.06%0.37%Q2 2013Q1 202334
CITY HOLDING CO 2910.00%0.01%0.02%Q4 2013Q1 202334
Covington Investment Advisors Inc. 34341.19%1.77%2.27%Q2 2015Q3 202334
Tower Research Capital LLC (TRC) 1510.00%0.07%0.18%Q3 2013Q3 202334
Baird Financial Group, Inc. 34340.09%0.27%0.43%Q2 2015Q3 202334
HM PAYSON & CO 1840.01%0.02%0.03%Q3 2014Q3 202334
WEATHERLY ASSET MANAGEMENT L. P. 3210.03%0.22%0.45%Q2 2014Q3 202334
Gotham Asset Management, LLC 2680.01%0.22%0.43%Q1 2015Q3 202334
SECURITY ASSET MANAGEMENT 34342.14%2.67%3.30%Q4 2014Q1 202334
FIRST BUSINESS FINANCIAL SERVICES, INC. 20140.04%0.08%0.13%Q4 2013Q3 202334
DAVENPORT & Co LLC 34340.00%0.02%0.08%Q2 2015Q3 202334
TDAM USA INC. 34340.01%0.99%1.31%Q3 2013Q4 202134
QUADRANT CAPITAL GROUP LLC 34340.04%0.10%0.18%Q2 2015Q3 202334
Fiduciary Group LLC 34340.25%0.36%0.62%Q2 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.04%0.12%0.34%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.05%0.09%0.15%Q3 2015Q3 202333
BRADLEY FOSTER & SARGENT INC/CT 1730.01%0.02%0.04%Q4 2014Q3 202333
LOOMIS SAYLES & CO L P 17160.00%0.08%0.34%Q2 2013Q3 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.04%0.27%0.38%Q2 2013Q3 202333
Edgemoor Investment Advisors, Inc. 33330.29%1.32%1.86%Q3 2015Q3 202333
ACADIAN ASSET MANAGEMENT LLC 1950.00%0.01%0.06%Q4 2014Q3 202333
ARGUS INVESTORS' COUNSEL, INC. 33331.70%2.08%2.53%Q3 2015Q3 202333
PINNACLE FINANCIAL PARTNERS INC 33330.04%0.21%0.54%Q3 2015Q3 202333
QS Investors, LLC 33330.01%0.03%0.21%Q2 2013Q2 202133
BUCKINGHAM STRATEGIC WEALTH, LLC 18150.01%0.11%0.37%Q1 2015Q3 202333
TCTC Holdings, LLC 33330.01%0.02%0.04%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.03%0.14%Q4 2015Q4 202333
PATHSTONE FAMILY OFFICE, LLC 2710.00%0.03%0.09%Q2 2013Q3 202333
Cambridge Advisors Inc. 33330.07%0.17%0.24%Q3 2015Q3 202333
Endurance Wealth Management, Inc. 33330.00%0.01%0.03%Q2 2015Q2 202333
McKinley Carter Wealth Services, Inc. 3210.02%0.14%0.45%Q2 2015Q3 202333
MACKENZIE FINANCIAL CORP 2490.00%0.04%0.14%Q2 2014Q3 202333
Somerset Trust Co 33330.61%1.05%1.56%Q4 2015Q4 202333
RBF Capital, LLC 33330.19%0.36%0.78%Q3 2015Q3 202333
Tributary Capital Management, LLC 3030.03%0.08%0.42%Q2 2013Q3 202233
Carroll Financial Associates, Inc. 33330.00%0.01%0.02%Q4 2013Q4 202133
UNITED SERVICES AUTOMOBILE ASSOCIATION 33330.09%0.17%0.34%Q2 2013Q2 202133
Balentine LLC 21120.00%0.02%0.06%Q1 2015Q3 202333
Kovack Advisors, Inc. 28280.00%0.10%0.20%Q4 2016Q3 202333
SCOTIA CAPITAL INC. 2940.02%0.22%0.43%Q1 2015Q3 202333
GAMCO INVESTORS, INC. ET AL 1820.00%0.03%0.09%Q2 2013Q3 202333
EASTERN BANK 33330.21%1.08%1.56%Q3 2015Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.08%0.12%0.16%Q2 2013Q2 202133
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 33330.87%1.16%1.93%Q3 2015Q3 202333
KANAWHA CAPITAL MANAGEMENT LLC 33330.08%0.15%0.26%Q3 2015Q3 202333
Prospera Financial Services Inc 33330.01%0.21%0.64%Q3 2015Q3 202333
CAPITAL INTERNATIONAL LTD /CA/ 2490.24%0.73%1.33%Q2 2013Q3 202333
Glenview Trust Co 2810.24%0.53%1.85%Q4 2011Q3 202333
Stratos Wealth Partners, LTD. 3010.02%0.03%0.05%Q4 2014Q3 202333
USCA RIA LLC 33330.05%0.12%0.42%Q2 2013Q2 202133
BADGLEY PHELPS & BELL INC 33330.02%0.46%1.04%Q2 2013Q2 202133
COLDSTREAM CAPITAL MANAGEMENT INC 1040.02%0.20%0.69%Q2 2013Q3 202332
CAPE ANN SAVINGS BANK 1210.65%1.17%1.59%Q3 2014Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.15%0.20%0.24%Q4 2015Q3 202332
DEARBORN PARTNERS LLC 2210.02%0.22%1.58%Q2 2013Q3 202332
Ashburton (Jersey) Ltd 32320.03%2.78%10.68%Q4 2015Q3 202332
Community Bank & Trust, Waco, Texas 32320.06%0.49%1.14%Q4 2015Q3 202332
CWM, LLC 2220.00%0.03%0.46%Q3 2013Q3 202332
DnB Asset Management AS 32320.08%0.34%1.27%Q1 2016Q4 202332
ONTARIO TEACHERS PENSION PLAN BOARD 2010.00%0.08%0.37%Q2 2013Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.78%0.94%1.12%Q2 2013Q1 202132
Voya Financial Advisors, Inc. 32320.03%0.10%0.19%Q4 2015Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.07%0.16%0.46%Q4 2015Q3 202332
Manchester Capital Management LLC 2570.01%0.12%0.26%Q2 2013Q3 202332
BAINCO INTERNATIONAL INVESTORS 32320.61%0.82%1.04%Q1 2013Q4 202032
Anchor Investment Management, LLC 32320.05%0.11%0.18%Q1 2016Q4 202332
ST GERMAIN D J CO INC 2930.06%0.75%1.58%Q4 2015Q4 202332
Capital Impact Advisors, LLC 32320.15%0.78%2.54%Q1 2015Q4 202232
BBVA USA Bancshares, Inc. 32320.03%0.16%0.24%Q2 2013Q1 202132
DUFF & PHELPS INVESTMENT MANAGEMENT CO 32320.01%0.01%0.02%Q4 2015Q3 202332
FRG Family Wealth Advisors LLC 32320.57%0.82%1.11%Q4 2015Q3 202332
Bray Capital Advisors 2390.04%0.18%0.96%Q4 2014Q3 202332
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 32320.00%0.19%0.28%Q3 2015Q2 202332
Community Bank, N.A. 32320.00%0.05%0.17%Q4 2015Q3 202332
People's United Financial, Inc. 32320.08%0.32%0.75%Q2 2014Q1 202232
BALDWIN BROTHERS LLC/MA 32320.00%0.04%0.14%Q1 2016Q4 202332
OPTIMUM INVESTMENT ADVISORS 1910.00%0.09%0.16%Q3 2013Q4 202232
FIRST MIDWEST BANK TRUST DIVISION 32320.06%0.11%0.18%Q1 2014Q4 202132
Capital Investment Advisors, LLC 31310.03%0.14%0.43%Q2 2016Q4 202331
Cottage Street Advisors LLC 2830.74%1.06%1.50%Q4 2015Q3 202331
Mirador Capital Partners LP 31310.72%0.95%1.32%Q1 2016Q3 202331
Bristlecone Advisors, LLC 2920.30%0.63%1.00%Q4 2015Q3 202331
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1830.32%0.97%5.06%Q4 2014Q3 202331
Pacer Advisors, Inc. 1410.00%0.11%0.31%Q4 2013Q3 202331
IFP Advisors, Inc 17140.02%0.04%0.18%Q4 2015Q3 202331
Sutton Wealth Advisors Inc. 31310.08%0.12%0.16%Q1 2016Q3 202331
Caprock Group, LLC 31310.06%0.10%0.16%Q1 2016Q3 202331
Point72 Hong Kong Ltd 810.00%0.14%0.57%Q4 2014Q3 202231
WELCH & FORBES LLC 31310.01%0.02%0.03%Q1 2016Q3 202331
WADE G W & INC 1420.02%0.44%1.41%Q2 2013Q3 202331
GODSEY & GIBB, INC 2741.91%2.40%3.26%Q3 2014Q3 202331
MASON STREET ADVISORS, LLC 31310.14%0.19%0.26%Q2 2013Q4 202031
TELEMUS CAPITAL, LLC 31310.23%0.60%0.83%Q1 2016Q3 202331
Rathbones Group PLC 2920.01%0.03%0.09%Q3 2015Q3 202331
ACG Wealth 2910.01%0.56%1.01%Q2 2013Q2 202231
Kemper Corp Master Retirement Trust 31310.65%1.24%2.56%Q2 2013Q4 202031
Aperio Group, LLC 31310.12%0.17%0.24%Q2 2013Q4 202031
Ballentine Partners, LLC 31310.02%0.04%0.07%Q1 2016Q3 202331
HBK Sorce Advisory LLC 31310.04%0.15%0.21%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.02%0.03%0.04%Q1 2016Q3 202331
LaFleur & Godfrey LLC 21100.11%0.48%1.55%Q4 2013Q3 202331
Kiwi Wealth Investments Limited Partnership 1410.10%1.24%3.22%Q2 2013Q2 202331
D'Orazio & Associates, Inc. 31310.03%0.05%0.10%Q1 2016Q3 202331
Perpetual Ltd 1420.02%0.19%0.81%Q1 2013Q3 202331
Verition Fund Management LLC 810.00%0.04%0.18%Q4 2013Q3 202331
Modera Wealth Management, LLC 31310.01%0.12%0.82%Q1 2016Q3 202331
Triangle Securities Wealth Management 31310.08%0.16%0.27%Q3 2015Q1 202331
Mawer Investment Management Ltd. 31310.78%1.64%3.15%Q2 2013Q4 202031
HENGEHOLD CAPITAL MANAGEMENT LLC 31310.41%0.52%0.75%Q1 2016Q3 202331
Sarasin & Partners LLP 31310.50%1.66%3.07%Q1 2016Q3 202331
Wellington Shields Capital Management, LLC 2820.04%0.39%1.28%Q1 2015Q3 202330
KINGS POINT CAPITAL MANAGEMENT 2640.01%0.02%0.03%Q2 2014Q1 202230
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1860.05%0.49%1.95%Q2 2013Q3 202330
TCI Wealth Advisors, Inc. 30300.02%0.03%0.06%Q4 2015Q1 202330
ETRADE Capital Management LLC 30300.03%0.10%0.19%Q2 2013Q3 202030
TRUST CO OF TOLEDO NA /OH/ 2040.05%0.16%0.44%Q2 2013Q4 202330
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1010.01%0.02%0.03%Q4 2013Q3 202330
B. Riley Wealth Advisors, Inc. 2810.00%0.08%0.15%Q2 2014Q3 202330
Jacobi Capital Management LLC 30300.02%0.04%0.06%Q2 2016Q3 202330
CITIZENS FINANCIAL GROUP INC/RI 1260.00%0.06%0.56%Q4 2015Q3 202330
BAILARD, INC. 30300.30%0.45%0.62%Q2 2016Q3 202330
ALPHA WINDWARD LLC 30300.12%0.14%0.18%Q2 2013Q3 202030
FLPUTNAM INVESTMENT MANAGEMENT CO 2550.05%1.51%2.38%Q1 2016Q3 202330
RATIONAL ADVISORS LLC 820.00%0.12%0.66%Q2 2009Q3 202330
FIRST MERCHANTS CORP 30300.06%0.40%0.64%Q2 2016Q3 202330
CENTRAL BANK & TRUST CO 1810.00%0.07%0.28%Q2 2015Q3 202330
First Allied Advisory Services, Inc. 30300.01%0.09%0.14%Q2 2013Q3 202030
BOSTON FINANCIAL MANGEMENT LLC 30300.59%0.77%1.18%Q2 2016Q3 202330
Pinkerton Retirement Specialists, LLC 30300.07%0.83%1.54%Q4 2014Q1 202230
Blue Chip Partners, LLC 1710.02%1.24%2.36%Q4 2014Q3 202330
Mn Services Vermogensbeheer B.V. 1540.21%0.42%0.68%Q1 2016Q3 202329
Smithfield Trust Co 2540.00%0.02%0.05%Q2 2013Q3 202329
Freedom Investment Management, Inc. 29290.01%0.10%0.27%Q3 2016Q3 202329
Transamerica Financial Advisors, Inc. 1410.00%0.05%0.16%Q2 2013Q3 202329
Snowden Capital Advisors LLC 2180.03%0.22%0.31%Q2 2016Q3 202329
CPWM, LLC 29290.03%0.07%0.15%Q3 2015Q3 202229
COMMERZBANK AKTIENGESELLSCHAFT /FI 2810.01%0.10%0.56%Q2 2013Q3 202329
LORD, ABBETT & CO. LLC 1510.01%0.21%0.63%Q2 2013Q3 202329
WINTRUST INVESTMENTS LLC 2180.07%0.31%0.84%Q2 2016Q3 202329
Capital International, Inc./CA/ 2180.08%0.20%0.57%Q2 2013Q3 202329
Tredje AP-fonden 2090.06%0.18%0.33%Q2 2015Q3 202329
Baystate Wealth Management LLC 2810.01%0.01%0.02%Q2 2013Q3 202329
BALYASNY ASSET MANAGEMENT L.P. 1710.01%0.19%0.56%Q3 2013Q3 202329
QUEST INVESTMENT MANAGEMENT LLC 29290.04%1.04%2.08%Q2 2013Q2 202029
Proficio Capital Partners LLC 15140.00%0.04%0.07%Q4 2015Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.04%0.08%Q4 2013Q4 202029
Hanson & Doremus Investment Management 29290.01%0.01%0.03%Q3 2016Q3 202329
Brandywine Global Investment Management, LLC 18110.00%0.39%0.93%Q2 2013Q1 202129
INDEPENDENT INVESTORS INC 1320.05%0.11%0.20%Q3 2013Q1 202329
Osborn Williams & Donohoe LLC 28281.29%1.56%2.17%Q2 2013Q1 202028
Pekin Hardy Strauss, Inc. 2610.02%0.13%0.29%Q2 2014Q3 202328
Russell Investments Group, Ltd. 28280.05%0.10%0.22%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.05%0.10%0.28%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.28%0.61%0.87%Q2 2013Q1 202028
NBT BANK N A /NY 1610.03%0.05%0.11%Q2 2013Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.12%0.32%0.76%Q4 2016Q3 202328
Radnor Capital Management, LLC 28280.12%0.21%0.51%Q4 2016Q3 202328
Lombard Odier Asset Management (Switzerland) SA 910.02%0.71%3.94%Q2 2014Q1 202328
M&R CAPITAL MANAGEMENT INC 2350.00%0.00%0.01%Q3 2016Q4 202328
Covenant Asset Management, LLC 28280.20%0.45%0.71%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.01%0.05%0.14%Q4 2016Q3 202328
CMH Wealth Management LLC 28281.06%1.60%1.84%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.66%0.76%0.97%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.08%0.21%0.31%Q4 2016Q3 202328
CIBC WORLD MARKETS CORP 28280.03%0.16%0.43%Q4 2016Q3 202328
LCNB CORP 28280.13%0.32%0.64%Q4 2016Q3 202328
Clark Capital Management Group, Inc. 1510.02%0.38%1.19%Q2 2013Q3 202328
Marietta Wealth Management, LLC 28280.37%0.79%1.43%Q4 2016Q3 202328
NATIXIS 1110.00%0.12%0.50%Q1 2015Q1 202328
Banco Santander, S.A. 28280.04%0.11%0.27%Q4 2016Q3 202328
NEXT Financial Group, Inc 14140.00%0.05%0.14%Q2 2014Q4 202128
Sargent Bickham Lagudis LLC 28280.00%0.26%0.40%Q1 2016Q4 202228
WEST PACES ADVISORS INC. 28280.03%0.44%0.70%Q4 2016Q3 202328
DAVIS R M INC 28280.01%0.02%0.03%Q4 2016Q3 202328
MARSHALL WACE, LLP 1510.00%0.12%0.53%Q1 2014Q3 202328
National Mutual Insurance Federation of Agricultural Cooperatives 28280.04%0.09%0.26%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.12%0.20%0.28%Q4 2016Q3 202328
BERKSHIRE ASSET MANAGEMENT LLC/PA 2530.02%0.03%0.05%Q3 2016Q3 202328
IFM Investors Pty Ltd 28280.21%0.27%0.36%Q4 2016Q3 202328
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 28281.66%2.29%3.14%Q4 2016Q3 202328
LYELL WEALTH MANAGEMENT, LP 28280.07%0.87%2.08%Q4 2016Q3 202328
Harbor Advisors LLC 28280.52%0.65%0.90%Q4 2016Q3 202328
VALLEY WEALTH MANAGERS, INC. 2350.00%1.81%2.50%Q2 2013Q3 202328
SEGALL BRYANT & HAMILL, LLC 28280.01%0.14%0.27%Q4 2016Q3 202328
LAZARD ASSET MANAGEMENT LLC 2710.00%0.00%0.01%Q2 2013Q3 202328
CADENCE CAPITAL MANAGEMENT LLC 2710.16%0.38%0.60%Q3 2013Q3 202028
Sterling Investment Advisors, Ltd. 28280.81%1.02%1.23%Q4 2016Q3 202328
VIKING FUND MANAGEMENT LLC 28280.20%1.10%2.08%Q4 2016Q3 202328
ARTHUR M. COHEN & ASSOCIATES, LLC 2411.36%1.99%3.05%Q3 2014Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.11%0.18%0.46%Q4 2016Q3 202328
Waldron Private Wealth LLC 28280.03%0.06%0.11%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.10%0.18%0.39%Q4 2016Q3 202328
VAN ECK ASSOCIATES CORP 2320.00%0.23%0.48%Q1 2014Q3 202327
NewEdge Advisors, LLC 2010.03%0.17%0.71%Q3 2016Q3 202327
Clearstead Advisors, LLC 27270.04%0.10%0.15%Q1 2017Q3 202327
Heritage Trust Co 27270.02%0.24%0.54%Q1 2017Q3 202327
Penserra Capital Management LLC 950.00%0.02%0.14%Q4 2015Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.02%0.04%Q2 2013Q4 201927
CIBC BANK USA 27270.05%0.11%0.31%Q2 2013Q4 201927
Stuart Chaussee & Associates, Inc. 27270.00%0.02%0.08%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.06%0.10%0.14%Q4 2016Q3 202327
CLEARARC CAPITAL INC 27270.16%0.24%0.32%Q2 2013Q4 201927
Lombard Odier Asset Management (Europe) Ltd 1610.01%0.12%0.29%Q4 2014Q1 202127
PEOPLES FINANCIAL SERVICES CORP. 27270.07%0.23%0.52%Q1 2017Q3 202327
HOLDERNESS INVESTMENTS CO 27270.13%0.16%0.19%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.04%0.16%0.27%Q1 2017Q3 202327
IMS Capital Management 27270.66%0.90%1.29%Q1 2017Q3 202327
BP PLC 2160.13%0.21%0.28%Q1 2014Q2 202127
Wharton Business Group, LLC 1410.02%0.05%0.22%Q2 2013Q3 202327
State of Alaska, Department of Revenue 27270.01%0.16%0.26%Q1 2017Q3 202327
Bridgecreek Investment Management, LLC 27271.52%1.88%2.28%Q2 2013Q4 201927
FIL Ltd 2610.02%0.40%0.62%Q1 2014Q3 202327
KING LUTHER CAPITAL MANAGEMENT CORP 2410.00%0.00%0.01%Q2 2013Q3 202327
BANQUE PICTET & CIE SA 16110.00%0.02%0.04%Q1 2016Q3 202327
1832 Asset Management L.P. 1510.00%0.02%0.21%Q2 2013Q3 202327
IHT Wealth Management, LLC 14130.00%0.06%0.18%Q4 2016Q3 202327
Achmea Investment Management B.V. 27270.05%0.29%0.77%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.06%0.11%Q2 2013Q4 201927
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17100.00%0.02%0.11%Q4 2016Q3 202327
TOWER BRIDGE ADVISORS 1410.02%0.05%0.10%Q2 2016Q3 202327
Intercontinental Wealth Advisors, LLC 1920.00%0.10%0.18%Q4 2015Q2 202327
MML INVESTORS SERVICES, LLC 27270.02%0.15%0.24%Q1 2017Q3 202327
Sand Hill Global Advisors, LLC 27270.34%0.40%0.50%Q1 2017Q3 202327
SRB CORP 1520.00%0.03%0.07%Q3 2014Q2 202227
RWA WEALTH PARTNERS, LLC 27270.17%0.43%0.78%Q1 2017Q3 202327
Lido Advisors, LLC 27270.03%0.07%0.13%Q1 2017Q3 202327
MISSION WEALTH MANAGEMENT, LP 26260.03%0.05%0.07%Q2 2017Q3 202326
Laffer Tengler Investments, Inc. 1120.00%0.80%2.15%Q2 2013Q3 202326
Private Wealth Partners, LLC 1430.04%0.38%0.88%Q2 2013Q3 202326
Abbrea Capital, LLC 26260.09%0.14%0.21%Q2 2017Q3 202326
AE Wealth Management LLC 25250.00%0.04%0.13%Q3 2017Q3 202326
SRS Capital Advisors, Inc. 1070.00%0.02%0.03%Q4 2016Q3 202326
Blume Capital Management, Inc. 2510.01%0.06%0.08%Q4 2014Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.58%0.69%0.90%Q4 2016Q1 202326
Municipal Employees' Retirement System of Michigan 2060.03%0.10%0.17%Q3 2013Q1 202026
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.02%0.15%0.47%Q2 2013Q3 201926
MYCIO WEALTH PARTNERS, LLC 14120.01%0.03%0.05%Q2 2013Q4 201926
AFT, FORSYTH & COMPANY, INC. 2420.76%1.09%1.43%Q2 2013Q3 202326
Kingsview Wealth Management, LLC 1760.00%0.43%1.01%Q4 2017Q3 202326
BB&T SECURITIES, LLC 26260.05%0.19%0.78%Q2 2013Q3 201926
Cerity Partners LLC 2510.02%0.13%0.52%Q1 2017Q3 202326
ASSET PLANNING SERVICES INC /LA/ /ADV 26262.17%3.51%4.70%Q2 2017Q3 202326
Norway Savings Bank 2420.01%0.03%0.26%Q1 2017Q3 202326
Capital International Investors 2150.09%0.38%0.64%Q2 2013Q3 202326
OneDigital Investment Advisors LLC 26260.02%0.05%0.11%Q2 2017Q3 202326
Regal Investment Advisors LLC 1010.03%0.39%0.82%Q2 2014Q3 202326
Migdal Insurance & Financial Holdings Ltd. 1720.19%0.45%0.95%Q4 2015Q3 202326
FIRST INTERSTATE BANK 2060.05%0.14%0.22%Q3 2015Q3 202326
Montecito Bank & Trust 2510.05%0.18%0.33%Q4 2016Q4 202326
FAIRFIELD, BUSH & CO. 2310.05%0.23%0.32%Q1 2016Q2 202326
Harel Insurance Investments & Financial Services Ltd. 26260.00%0.03%0.26%Q4 2015Q1 202226
Garner Asset Management Corp 26260.30%0.97%2.18%Q2 2017Q3 202326
B & T Capital Management DBA Alpha Capital Management 26260.89%1.04%1.32%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.08%0.13%0.29%Q2 2013Q3 201926
EULAV Asset Management 26260.12%0.34%0.72%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.14%0.18%0.24%Q3 2016Q3 202326
PARK AVENUE SECURITIES LLC 2510.03%0.09%0.18%Q4 2016Q3 202326
Venturi Wealth Management, LLC 2060.05%0.50%1.89%Q4 2015Q3 202326
NEVILLE RODIE & SHAW INC 1740.01%0.02%0.03%Q4 2013Q4 202326
Hedeker Wealth, LLC 1880.03%0.51%0.97%Q4 2014Q2 202226
Stellar Capital Management, LLC 15112.43%2.99%3.54%Q4 2013Q2 202026
Private Ocean, LLC 25250.00%0.02%0.33%Q3 2017Q3 202325
CHEMICAL BANK 25250.10%0.20%0.29%Q2 2013Q2 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
1ST SOURCE BANK 1820.02%0.04%0.07%Q2 2013Q3 202325
Westside Investment Management, Inc. 1510.00%0.02%0.05%Q4 2016Q3 202325
YorkBridge Wealth Partners, LLC 25250.13%0.28%0.46%Q4 2016Q4 202225
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 25250.17%0.61%1.63%Q3 2017Q3 202325
BLB&B Advisors, LLC 25250.03%0.46%0.74%Q3 2017Q3 202325
Patten Group, Inc. 13120.02%0.07%0.13%Q1 2016Q3 202325
Capital International Sarl 1780.09%0.31%0.62%Q2 2013Q3 202325
DELTA ASSET MANAGEMENT LLC/TN 2010.00%0.01%0.01%Q2 2013Q3 202325
SPINNAKER TRUST 1960.02%0.38%0.71%Q2 2017Q3 202325
Cornerstone Advisors, Inc. 25250.01%0.11%0.22%Q2 2013Q2 201925
Simmons Bank 25250.02%0.06%0.14%Q3 2017Q3 202325
Corient Capital Partners, LLC 25250.15%0.48%0.78%Q3 2016Q3 202225
abrdn plc 25250.03%0.09%0.23%Q3 2017Q3 202325
Zurich Insurance Group Ltd/FI 1630.01%0.17%0.46%Q4 2015Q3 202325
ARCADIA INVESTMENT MANAGEMENT CORP/MI 13120.01%0.03%0.04%Q4 2015Q3 202325
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.06%0.17%Q2 2013Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.05%0.07%0.09%Q2 2013Q2 201925
Formidable Asset Management, LLC 1610.11%0.18%0.37%Q4 2015Q3 202325
Valeo Financial Advisors, LLC 25250.07%0.15%0.36%Q3 2017Q3 202325
Bogart Wealth, LLC 25250.01%0.40%0.76%Q3 2017Q3 202325
LINCOLN NATIONAL CORP 1870.01%0.01%0.02%Q2 2017Q3 202325
Atlas Brown,Inc. 25250.05%0.24%0.36%Q3 2017Q3 202325
HYMAN CHARLES D 1610.02%0.05%0.09%Q1 2017Q3 202325
WBH ADVISORY INC 2230.03%0.07%0.13%Q3 2016Q3 202325
GW HENSSLER & ASSOCIATES LTD 25250.04%0.49%0.81%Q2 2013Q2 201925
VALLEY NATIONAL ADVISERS INC 25250.00%0.39%0.91%Q3 2017Q3 202325
Man Group plc 23230.00%0.05%0.13%Q1 2018Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.04%0.09%Q3 2017Q3 202325
NN Investment Partners Holdings N.V. 25250.00%0.06%0.15%Q1 2016Q1 202225
Allen Investment Management, LLC 25250.01%0.01%0.03%Q3 2017Q3 202325
Moors & Cabot, Inc. 25250.12%0.33%0.53%Q3 2017Q3 202325
COBIZ WEALTH, LLC 25250.89%1.12%1.38%Q2 2013Q2 201925
GAM Holding AG 1780.03%0.12%0.25%Q2 2013Q3 201925
CHEMUNG CANAL TRUST CO 1960.06%0.63%1.72%Q2 2017Q4 202325
DUPONT CAPITAL MANAGEMENT CORP 24240.02%0.23%0.46%Q1 2017Q4 202224
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.07%0.12%0.18%Q2 2013Q1 201924
Douglas Lane & Associates, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Arlington Financial Advisors, LLC 24240.12%0.87%1.44%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24240.16%0.33%0.40%Q4 2017Q3 202324
Parisi Gray Wealth Management 24240.20%0.23%0.33%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.26%0.39%0.64%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.05%0.08%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24241.27%2.08%2.67%Q4 2017Q3 202324
New Potomac Partners, LLC 24242.02%2.36%2.76%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.16%0.21%0.27%Q4 2017Q3 202324
Rossmore Private Capital 24240.34%0.55%1.24%Q4 2017Q3 202324
Close Asset Management Ltd 24240.04%0.87%4.47%Q4 2017Q3 202324
TIEDEMANN ADVISORS, LLC 1730.01%0.07%0.18%Q3 2016Q3 202324
STEVENS CAPITAL MANAGEMENT LP 610.03%0.37%1.01%Q2 2013Q3 202324
Baskin Financial Services Inc. 24241.60%2.55%3.43%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
Front Row Advisors LLC 24241.05%1.29%1.50%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.03%0.62%1.55%Q4 2017Q3 202324
Torch Wealth Management LLC 1590.27%0.33%0.46%Q4 2013Q4 201924
Pegasus Asset Management, Inc. 24242.09%2.38%2.77%Q4 2017Q3 202324
Boston Trust Walden Corp 24240.00%0.01%0.01%Q4 2017Q3 202324
IFG Advisory, LLC 24240.07%0.15%0.20%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.10%0.14%0.23%Q4 2017Q3 202324
GREENLEAF TRUST 2220.00%0.03%0.05%Q3 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.03%0.05%0.08%Q4 2017Q3 202324
SANTA BARBARA ASSET MANAGEMENT, LLC 24241.68%2.02%2.69%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.10%0.12%0.17%Q2 2013Q1 201924
Banco de Sabadell, S.A 24240.15%0.91%2.18%Q4 2017Q3 202324
Roble, Belko & Company, Inc 24240.01%0.01%0.02%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.11%0.36%0.86%Q4 2017Q3 202324
MARINO, STRAM & ASSOCIATES LLC 24240.16%0.53%0.84%Q4 2017Q3 202324
REGENTATLANTIC CAPITAL LLC 2310.01%0.04%0.09%Q4 2014Q3 202224
HL FINANCIAL SERVICES LLC 24240.07%0.09%0.13%Q2 2013Q1 201924
Fiera Capital Corp 24240.00%0.00%0.00%Q4 2017Q3 202324
AUA CAPITAL MANAGEMENT, LLC 14100.05%0.08%0.12%Q4 2016Q4 202224
PIN OAK INVESTMENT ADVISORS INC 24240.11%0.22%0.38%Q4 2017Q3 202324
SMITH ASSET MANAGEMENT GROUP LP 2310.00%0.03%0.63%Q2 2013Q2 202124
FOSTER DYKEMA CABOT & CO INC/MA 24240.04%0.20%0.87%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.13%0.18%0.24%Q4 2017Q3 202324
HoyleCohen, LLC 24241.37%1.64%2.12%Q4 2017Q3 202324
GHP Investment Advisors, Inc. 24240.05%0.16%0.23%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24240.43%0.58%0.70%Q4 2017Q3 202324
WASHINGTON TRUST BANK 2110.01%0.03%0.05%Q1 2014Q1 202324
CAAS CAPITAL MANAGEMENT LP 12120.01%0.16%0.79%Q4 2020Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.02%0.60%1.50%Q2 2013Q1 201924
Winning Points Advisors, LLC 1820.24%1.41%2.18%Q4 2016Q1 202324
RELIANCE TRUST CO OF DELAWARE 24240.18%0.31%0.53%Q2 2013Q1 201924
KDI CAPITAL PARTNERS LLC 24240.71%2.42%8.02%Q1 2014Q4 201924
Providence Capital Advisors, LLC 24240.02%1.24%1.84%Q4 2017Q3 202324
EagleClaw Capital Managment, LLC 24240.06%0.10%0.14%Q4 2017Q3 202324
COHEN & STEERS, INC. 2130.00%0.04%0.11%Q2 2013Q2 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.06%0.06%0.08%Q4 2017Q3 202324
BIRINYI ASSOCIATES INC 2110.09%0.13%0.25%Q3 2013Q3 202324
AdvisorNet Financial, Inc 24240.02%0.07%0.10%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.06%0.09%0.14%Q4 2017Q3 202324
ATLAS CAPITAL ADVISORS LLC 23230.02%0.10%0.29%Q1 2018Q3 202323
WILLIAMS JONES & ASSOCIATES LLC 23230.01%0.01%0.02%Q4 2013Q2 201923
Peak Asset Management, LLC 1420.07%0.09%0.10%Q2 2017Q3 202323
Wealthcare Advisory Partners LLC 12110.01%0.02%0.04%Q3 2017Q3 202323
Fulcrum Capital LLC 23231.27%1.91%3.63%Q4 2017Q2 202323
BBR PARTNERS, LLC 23230.03%0.09%0.20%Q1 2018Q3 202323
BAMCO INC /NY/ 23230.00%0.00%0.01%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.36%0.56%1.17%Q1 2018Q3 202323
Whitegate Investment Counselors, Inc. 2211.28%1.46%1.66%Q1 2014Q3 202123
Leisure Capital Management 23230.24%0.62%0.78%Q1 2018Q3 202323
SCHNIEDERS CAPITAL MANAGEMENT LLC 23230.11%0.25%0.57%Q2 2014Q4 201923
EVERGREEN CAPITAL MANAGEMENT LLC 23230.04%0.20%0.32%Q1 2018Q3 202323
Seelaus Asset Management LLC 1940.20%0.27%0.44%Q4 2017Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 2210.05%0.08%0.09%Q4 2017Q3 202323
Willingdon Wealth Management 2210.00%1.18%1.80%Q4 2013Q3 201923
PT ASSET MANAGEMENT, LLC 550.02%0.50%2.70%Q4 2014Q2 201723
CAPITAL MANAGEMENT ASSOCIATES /NY/ 1820.29%1.32%2.24%Q1 2015Q3 202323
SMITH, MOORE & CO. 12110.03%0.06%0.07%Q3 2017Q3 202323
W.G. Shaheen & Associates DBA Whitney & Co 23230.00%1.26%2.03%Q1 2018Q3 202323
West Branch Capital LLC 23230.47%0.88%2.37%Q1 2018Q3 202323
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1010.01%0.28%1.42%Q2 2013Q3 202323
WealthTrust-Arizona, LLC 23230.02%0.05%0.16%Q2 2013Q4 201823
Spot Trading L.L.C 810.00%0.01%0.04%Q1 2014Q4 201623
Sunbelt Securities, Inc. 2210.01%0.11%0.26%Q4 2016Q3 202323
Baltimore-Washington Financial Advisors, Inc. 23230.64%1.03%1.89%Q1 2018Q3 202323
BDO Wealth Advisors, LLC 1760.01%0.02%0.04%Q2 2017Q2 202323
L & S Advisors Inc 2120.05%0.15%0.41%Q2 2016Q1 202223
FIRST HAWAIIAN BANK 1420.01%0.04%0.11%Q2 2013Q1 202323
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1110.11%0.19%0.32%Q3 2006Q4 201823
Quadrant Private Wealth Management, LLC 1940.29%0.43%0.62%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.02%0.33%0.74%Q1 2018Q3 202323
Confluence Wealth Management LLC 23230.13%0.32%0.46%Q1 2015Q3 202023
MITCHELL CAPITAL MANAGEMENT CO 1580.08%0.52%1.00%Q3 2017Q3 202323
Pinnacle Wealth Planning Services, Inc. 1940.07%0.19%0.44%Q4 2017Q3 202323
MIZUHO FINANCIAL GROUP INC 232399.53%99.72%99.78%Q2 2013Q4 201823
OGOREK ANTHONY JOSEPH /NY/ /ADV 23230.00%0.48%1.48%Q1 2018Q3 202323
Independent Advisor Alliance 2210.03%0.08%0.12%Q1 2017Q3 202323
MGO ONE SEVEN LLC 2120.07%0.16%1.26%Q4 2017Q3 202323
Maryland Capital Management 23230.19%0.63%1.96%Q1 2017Q3 202223
Cetera Investment Advisers 2120.04%0.09%0.13%Q2 2016Q3 202323
Silvant Capital Management LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
Treasurer of the State of North Carolina 23230.21%0.25%0.30%Q1 2018Q3 202323
Slow Capital, Inc. 23230.32%1.25%1.73%Q4 2017Q2 202323
WEIK CAPITAL MANAGEMENT 23230.14%0.20%0.50%Q1 2018Q3 202323
WealthTrust Fairport, LLC 2030.00%0.73%1.07%Q2 2013Q1 201923
Destination Wealth Management 23230.00%0.03%0.04%Q1 2018Q3 202323
AMERICAN NATIONAL BANK 1010.00%0.03%0.13%Q3 2015Q3 202323
Financial Management Professionals, Inc. 2110.00%0.01%0.03%Q2 2016Q3 202323
NICOLET BANKSHARES INC 1930.07%0.13%0.20%Q1 2018Q3 202322
JUPITER ASSET MANAGEMENT LTD 1210.08%0.27%0.46%Q3 2014Q3 202222
Meiji Yasuda Life Insurance Co 1570.01%0.06%0.20%Q2 2013Q3 202322
LOEB PARTNERS CORP 1930.18%0.34%0.43%Q2 2013Q4 201822
Liberty Mutual Group Asset Management Inc. 22220.05%0.10%0.18%Q2 2013Q3 201822
NuWave Investment Management, LLC 710.00%0.21%0.87%Q2 2013Q3 202222
FORVIS Wealth Advisors, LLC 2020.01%0.02%0.03%Q1 2018Q3 202322
JGP Wealth Management, LLC 22221.22%1.71%2.26%Q2 2018Q3 202322
Texas Yale Capital Corp. 22220.07%0.13%0.18%Q2 2018Q3 202322
Keystone Financial Planning, Inc. 940.08%0.44%2.71%Q4 2013Q3 202322
Alexandria Capital, LLC 22220.00%0.02%0.09%Q3 2014Q4 201922
Pendal Group Ltd 22220.03%0.10%0.20%Q3 2017Q4 202222
FULTON BANK, N.A. 1420.02%0.04%0.10%Q1 2015Q4 202322
LVW Advisors, LLC 1570.06%0.22%0.56%Q3 2017Q3 202322
ALLSTATE CORP 2020.02%0.07%0.16%Q1 2017Q3 202322
Freestone Capital Holdings, LLC 22220.00%0.03%0.07%Q2 2018Q3 202322
DAVIS CAPITAL PARTNERS, LLC 22224.76%9.14%13.48%Q3 2014Q4 201922
Chicago Partners Investment Group LLC 1510.00%0.03%0.05%Q4 2015Q3 202322
GREENWOOD CAPITAL ASSOCIATES LLC 22221.07%1.49%1.95%Q2 2013Q3 201822
J. L. Bainbridge & Co., Inc. 22220.14%0.87%2.82%Q2 2018Q3 202322
Yorktown Management & Research Co Inc 1010.03%0.29%0.99%Q3 2013Q3 202222
Arlington Partners LLC 22220.01%0.03%0.11%Q1 2018Q2 202322
GABLES CAPITAL MANAGEMENT INC. 22220.02%0.02%0.03%Q2 2018Q3 202322
USS Investment Management Ltd 1480.07%0.20%0.33%Q4 2014Q3 202322
GERMAN AMERICAN BANCORP, INC. 22220.86%1.04%1.35%Q2 2018Q3 202322
CAMPBELL NEWMAN ASSET MANAGEMENT INC 22221.57%2.73%3.32%Q2 2013Q3 201822
EQUITABLE TRUST CO 22220.05%0.09%0.13%Q2 2018Q3 202322
QUANTUM CAPITAL MANAGEMENT 22220.20%0.46%0.75%Q2 2013Q3 201822
AlphaMark Advisors, LLC 22220.01%0.05%0.10%Q2 2018Q3 202322
HALL CAPITAL MANAGEMENT CO INC 1030.17%0.22%0.30%Q3 2017Q3 202322
Global Trust Asset Management, LLC 12100.00%0.19%0.60%Q4 2017Q3 202322
St. Louis Trust Co 11110.20%0.28%0.63%Q1 2018Q3 202322
Allworth Financial LP 910.00%0.00%0.01%Q2 2016Q3 202322
MOGY JOEL R INVESTMENT COUNSEL INC 22220.32%0.72%1.06%Q2 2018Q3 202322
CFO4Life Group, LLC 22220.50%0.72%0.94%Q2 2018Q3 202322
Field & Main Bank 1440.05%0.25%0.45%Q4 2017Q3 202322
Scott & Selber, Inc. 1340.63%1.19%2.53%Q2 2014Q3 202322
Investment Counsel Inc. 22220.94%1.72%2.50%Q4 2015Q1 202122
HOLLENCREST CAPITAL MANAGEMENT 1110.02%0.06%0.12%Q2 2014Q3 202322
Forward Management, LLC 22220.10%0.16%0.26%Q2 2013Q3 201822
NICOLA WEALTH MANAGEMENT LTD. 1570.32%0.99%2.22%Q1 2018Q3 202322
DOLIVER ADVISORS, LP 22220.09%0.42%0.73%Q3 2018Q4 202322
Arete Wealth Advisors, LLC 22220.05%0.13%0.25%Q2 2018Q3 202322
Virtue Capital Management, LLC 1480.04%0.18%0.52%Q1 2018Q3 202322
Catalyst Capital Advisors LLC 1390.01%0.26%1.16%Q2 2013Q4 201822
DODGE & COX 2110.00%0.00%0.00%Q1 2016Q3 202322
Nicholas Hoffman & Company, LLC. 1290.02%0.08%0.15%Q1 2018Q3 202321
Junto Capital Management LP 1110.72%4.56%8.07%Q4 2015Q4 202221
Connor, Clark & Lunn Investment Management Ltd. 910.00%0.05%0.12%Q1 2015Q3 202321
Pinnacle Bancorp, Inc. 2010.14%0.25%0.37%Q1 2017Q3 202321
McGuire Investment Group, LLC 21211.04%1.57%2.12%Q3 2018Q3 202321
Asset Advisors Investment Management, LLC 21211.09%1.70%2.26%Q3 2018Q3 202321
Canton Hathaway, LLC 21210.09%0.30%0.44%Q3 2018Q3 202321
Joel Isaacson & Co., LLC 1420.01%0.05%0.12%Q2 2015Q3 202321
CAPITAL ONE, NATIONAL ASSOCIATION 21210.15%0.23%0.54%Q2 2013Q2 201821
Brookstone Capital Management 1140.01%0.02%0.06%Q1 2015Q3 202321
Cumberland Partners Ltd 1830.05%0.28%0.99%Q2 2018Q3 202321
Heritage Wealth Advisors 21210.00%0.02%0.12%Q3 2018Q3 202321
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1310.03%0.13%0.32%Q4 2013Q3 202321
Sequoia Financial Advisors, LLC 1920.02%0.06%0.40%Q2 2018Q3 202321
LEAVELL INVESTMENT MANAGEMENT, INC. 810.02%0.04%0.08%Q2 2015Q3 202221
FLOSSBACH VON STORCH AG 21210.40%1.85%2.90%Q3 2018Q3 202321
Frontier Wealth Management LLC 1290.01%0.09%0.20%Q4 2016Q2 202221
REILLY FINANCIAL ADVISORS, LLC 1310.00%0.01%0.03%Q2 2013Q4 202121
Iowa State Bank 21210.58%0.84%1.19%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.18%0.31%Q2 2018Q2 202321
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1920.00%0.19%0.35%Q2 2017Q3 202321
Renaissance Technologies 710.00%0.06%0.22%Q4 2013Q2 202321
Brinker Capital Investments, LLC 1710.00%0.14%0.31%Q3 2015Q4 202221
Heritage Way Advisors, LLC 21211.69%1.92%2.20%Q4 2016Q4 202121
MEEDER ASSET MANAGEMENT INC 1130.00%0.04%0.17%Q4 2015Q3 202321
RENAISSANCE GROUP LLC 1290.01%0.62%1.24%Q2 2013Q3 201821
Csenge Advisory Group 1510.04%0.10%0.17%Q3 2017Q3 202321
WINTON GROUP Ltd 1010.00%0.15%0.48%Q2 2014Q2 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.08%Q3 2018Q3 202321
HighPoint Advisor Group LLC 2010.08%0.11%0.16%Q4 2016Q2 202221
CHARTWELL INVESTMENT PARTNERS, LLC 21210.12%0.22%0.38%Q2 2014Q2 201921
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.08%0.23%0.39%Q2 2013Q2 201821
Alberta Investment Management Corp 410.01%0.06%0.18%Q1 2014Q3 202321
HOWARD CAPITAL MANAGEMENT 21211.63%1.92%2.40%Q2 2015Q2 202021
Signature Wealth Management Group 21210.30%0.56%0.98%Q2 2018Q2 202321
SevenBridge Financial Group, LLC 1010.01%0.54%1.24%Q2 2016Q3 202321
OAKWOOD CAPITAL MANAGEMENT LLC/CA 21211.03%2.50%3.55%Q2 2016Q2 202121
Provident Investment Management, Inc. 21212.24%4.01%4.90%Q3 2018Q3 202321
Creegan & Nassoura Financial Group, LLC 1651.25%1.97%2.65%Q3 2015Q3 202321
BigSur Wealth Management LLC 21210.16%0.34%0.49%Q3 2018Q3 202321
Brightworth 21210.92%1.24%1.70%Q3 2017Q3 202221
ASSET ADVISORS CORP 21210.02%0.53%1.64%Q2 2013Q2 201821
Starfire Investment Advisers, Inc. 11100.04%0.37%0.50%Q1 2015Q2 202021
Belpointe Asset Management LLC 21210.02%0.07%0.18%Q3 2018Q3 202321
Pensionfund Sabic 1210.54%0.68%0.79%Q3 2015Q3 202221
Homrich & Berg 1920.02%0.06%0.09%Q4 2014Q3 202121
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.03%0.06%Q4 2017Q4 202221
Mascoma Wealth Management LLC 1110.01%0.03%0.04%Q4 2016Q3 202321
Clear Perspective Advisors, LLC 21210.16%0.45%0.64%Q4 2016Q4 202121
HALL LAURIE J TRUSTEE 1310.01%0.07%0.19%Q1 2014Q3 202321
CI INVESTMENTS INC. 2010.04%0.13%0.28%Q3 2015Q3 202321
Fieldpoint Private Securities, LLC 21210.09%0.23%0.45%Q2 2017Q2 202221
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.03%0.08%0.16%Q4 2014Q3 201920
CINCINNATI INDEMNITY CO 20207.02%8.66%10.92%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.02%0.04%0.06%Q3 2017Q2 202220
Spearhead Capital Advisors, LLC 20200.72%1.21%1.49%Q4 2017Q3 202220
EXANE DERIVATIVES 1410.00%0.07%0.22%Q4 2014Q2 202220
FinTrust Capital Advisors, LLC 20200.00%0.04%0.06%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.04%0.11%0.18%Q4 2015Q3 202020
Meridian Wealth Advisors, LLC 20200.14%0.20%0.23%Q4 2018Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.82%1.17%1.50%Q4 2018Q3 202320
PIEDMONT INVESTMENT ADVISORS INC 20200.02%0.15%0.28%Q2 2015Q1 202020
Beaumont Financial Partners, LLC 20200.02%0.06%0.08%Q4 2017Q3 202220
CSU Producer Resources, Inc. 20200.46%0.66%0.95%Q4 2018Q3 202320
Lee Financial Co 710.00%0.03%0.21%Q4 2016Q3 202320
ERTS Wealth Advisors, LLC 20200.08%0.13%0.16%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.07%0.13%0.27%Q4 2018Q3 202320
Advisors Capital Management, LLC 20200.07%0.45%0.65%Q4 2018Q3 202320
USA FINANCIAL FORMULAS 1210.00%0.22%0.88%Q1 2017Q3 202320
Kovitz Investment Group Partners, LLC 19190.01%0.09%0.13%Q1 2019Q3 202320
Mengis Capital Management, Inc. 20200.05%0.12%0.18%Q4 2018Q3 202320
GRAYBILL WEALTH MANAGEMENT, LTD. 20201.94%2.55%3.27%Q4 2018Q3 202320
Almanack Investment Partners, LLC. 1370.03%0.07%0.11%Q2 2017Q2 202320
STONEBRIDGE CAPITAL MANAGEMENT INC 20200.10%0.29%0.50%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.07%0.11%0.18%Q1 2013Q4 201720
Executive Wealth Management, LLC 20200.01%0.71%1.01%Q4 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.22%0.24%0.30%Q2 2013Q1 201820
Prestige Wealth Management Group LLC 20200.00%0.04%0.13%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.11%0.40%Q1 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.20%0.56%0.99%Q2 2013Q1 201820
Stratos Wealth Advisors, LLC 20200.10%0.20%0.30%Q4 2018Q3 202320
Sculptor Capital LP 770.00%0.03%0.13%Q2 2013Q4 201420
BRIGHTON JONES LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.22%0.29%0.37%Q4 2018Q3 202320
Keel Point, LLC 1280.02%0.05%0.07%Q4 2016Q3 202320
Principle Wealth Partners LLC 20200.07%0.17%0.33%Q4 2018Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.07%0.15%0.20%Q4 2018Q3 202320
Hurlow Wealth Management Group, Inc. 20200.14%0.23%0.29%Q4 2018Q3 202320
Schonfeld Strategic Advisors LLC 610.00%0.18%0.62%Q1 2016Q3 202320
PALLADIUM PARTNERS LLC 20200.51%0.72%0.96%Q2 2017Q1 202220
Cresset Asset Management, LLC 20200.01%0.05%0.10%Q4 2018Q3 202320
MOODY NATIONAL BANK TRUST DIVISION 1430.00%0.04%0.11%Q2 2013Q3 202320
Quantbot Technologies LP 310.07%0.36%0.87%Q3 2013Q3 202320
Capital Investment Advisory Services, LLC 20200.07%0.27%0.45%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.04%0.12%Q4 2018Q3 202320
AMUNDI ASSET MANAGEMENT US, INC. 20200.05%0.31%0.77%Q2 2016Q1 202120
Foster Victor Wealth Advisors, LLC 20200.66%1.06%1.35%Q4 2018Q3 202320
ALETHEA CAPITAL MANAGEMENT, LLC 20200.15%0.30%0.48%Q4 2018Q3 202320
HERMES INVESTMENT MANAGEMENT LTD 1550.02%0.25%1.44%Q2 2013Q2 201820
Sepio Capital, LP 20200.42%0.66%0.97%Q4 2018Q3 202320
MONETA GROUP INVESTMENT ADVISORS LLC 1110.00%0.06%0.19%Q4 2012Q3 202320
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 20200.00%0.45%1.18%Q4 2017Q3 202220
Reliant Investment Management, LLC 20202.02%2.58%3.35%Q4 2013Q3 201820
Essex Savings Bank 20200.12%0.30%0.42%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.45%0.64%0.91%Q4 2018Q3 202320
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1820.07%0.17%0.27%Q2 2015Q3 202320
Dougherty Wealth Advisers LLC 20200.08%0.31%0.56%Q4 2018Q3 202320
MEANS INVESTMENT CO., INC. 20200.13%0.35%0.57%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.48%0.65%0.77%Q4 2018Q3 202320
PRENTISS SMITH & CO INC 20200.01%0.02%0.04%Q4 2013Q3 201820
Inlet Private Wealth, LLC 20200.13%0.45%0.89%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.04%0.08%0.18%Q4 2018Q3 202320
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1230.00%0.24%0.48%Q1 2018Q3 202320
Wealthfront Advisers LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
Laurel Grove Capital, LLC 20200.12%0.41%2.51%Q4 2013Q3 201820
CORNERSTONE ADVISORS INC 1460.11%0.29%0.64%Q2 2013Q3 201820
Claro Advisors LLC 20200.09%0.26%0.35%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.44%0.69%0.88%Q4 2018Q3 202320
Riverview Trust Co 20200.64%0.85%1.29%Q4 2018Q3 202320
Ally Financial Inc. 720.24%0.55%0.83%Q2 2013Q4 202220
American Portfolios Advisors 20200.02%0.07%0.12%Q4 2017Q3 202220
Redpoint Investment Management Pty Ltd 20200.14%0.22%0.29%Q4 2017Q3 202220
Zions Bancorporation, N.A. 20200.01%0.11%0.63%Q4 2018Q3 202320
WESPAC Advisors SoCal, LLC 1220.00%0.88%2.59%Q2 2016Q3 202320
CANANDAIGUA NATIONAL BANK & TRUST CO 20200.11%0.24%0.38%Q2 2013Q1 201820
ALERUS FINANCIAL NA 1190.02%0.13%0.97%Q2 2016Q2 202220
Palouse Capital Management, Inc. 730.27%2.39%6.76%Q3 2015Q3 202320
SG3 Management, LLC 830.01%0.16%1.00%Q1 2018Q4 202120
Osher Van de Voorde Investment Management 20203.61%4.49%5.20%Q4 2018Q3 202320
Kinneret Advisory, LLC 20200.62%1.01%1.27%Q4 2018Q3 202320
Centerpoint Advisors, LLC 1730.00%0.00%0.02%Q1 2018Q3 202320
Stokes Capital Advisors, LLC 20200.21%1.28%1.63%Q4 2017Q3 202220
CADENCE BANK NA 920.08%0.10%0.14%Q1 2015Q2 202219
Harfst & Associates, Inc. 1420.04%0.39%0.59%Q1 2017Q3 202319
OppenheimerFunds, Inc. 1720.03%0.10%0.23%Q1 2013Q1 201919
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.20%1.54%1.97%Q3 2018Q3 202319
CAPITAL GUARDIAN TRUST CO 1630.00%0.26%1.02%Q2 2013Q1 201919
Empire Life Investments Inc. 19190.00%0.82%2.47%Q4 2016Q2 202119
MARKSTON INTERNATIONAL LLC 19190.06%0.20%0.86%Q2 2017Q4 202119
SUN LIFE FINANCIAL INC 1810.00%0.02%0.18%Q1 2016Q1 202119
OPUS INVESTMENT MANAGEMENT INC 19190.13%0.67%1.15%Q1 2019Q3 202319
SMITHBRIDGE ASSET MANAGEMENT INC/DE 19190.12%0.20%0.26%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.04%0.06%0.12%Q1 2019Q3 202319
DSM CAPITAL PARTNERS LLC 910.00%1.48%3.57%Q2 2013Q3 202119
Weaver Consulting Group 19190.04%0.12%0.17%Q1 2019Q3 202319
Realta Investment Advisors 19190.06%0.13%0.17%Q1 2019Q3 202319
Bremer Bank National Association 19190.09%0.21%0.56%Q1 2019Q3 202319
Country Club Trust Company, n.a. 19190.03%0.13%0.22%Q2 2017Q4 202119
Covenant Partners, LLC 19190.31%0.52%0.77%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.22%0.33%0.40%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.04%0.11%0.20%Q4 2018Q3 202319
Frisch Financial Group, Inc. 1540.09%0.14%0.22%Q4 2018Q3 202319
WHALEROCK POINT PARTNERS, LLC 1210.07%0.28%0.94%Q1 2017Q3 202319
Jaffetilchin Investment Partners, LLC 1110.05%0.16%0.43%Q4 2014Q3 202319
Vision Capital Management, Inc. 1090.34%1.54%3.31%Q2 2013Q3 201819
Truvestments Capital LLC 1210.03%0.11%0.40%Q3 2018Q3 202319
Impax Asset Management Group plc 19190.09%0.14%0.17%Q3 2018Q1 202319
Peachtree Investment Partners, LLC 19190.16%0.24%0.36%Q1 2019Q3 202319
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 810.02%0.36%1.17%Q1 2018Q3 202319
First National Bank of South Miami 19190.48%0.62%0.74%Q4 2018Q2 202319
PGGM Investments 930.00%0.10%0.28%Q1 2013Q3 202319
Private Capital Group, LLC 19190.03%0.05%0.08%Q4 2017Q2 202219
Windsor Wealth Management, Inc. 1810.04%0.35%0.62%Q4 2017Q4 202219
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.00%0.01%Q4 2016Q3 202319
Larson Financial Group LLC 1540.00%0.01%0.01%Q4 2018Q3 202319
180 WEALTH ADVISORS, LLC 1630.10%0.38%0.54%Q4 2017Q3 202319
WEALTHFRONT Corp 19190.01%0.03%0.04%Q1 2014Q3 201819
Clean Yield Group 910.01%0.01%0.03%Q1 2015Q3 202319
Sompo Asset Management Co., Ltd. 19190.08%0.22%0.38%Q1 2019Q3 202319
Strategic Wealth Partners, Ltd. 920.02%0.14%0.38%Q4 2017Q1 202319
Ferris Capital, LLC 1630.08%0.24%0.43%Q2 2017Q1 202219
SWARTHMORE GROUP INC 1180.03%1.73%4.02%Q2 2013Q4 202119
VOLORIDGE INVESTMENT MANAGEMENT, LLC 520.00%0.33%1.20%Q2 2015Q3 202319
Horizon Investments, LLC 1110.01%0.05%0.13%Q4 2015Q3 202319
Mariner Wealth Advisors-Cincinnati, LLC 1270.02%0.04%0.07%Q3 2013Q3 201819
Redmond Asset Management, LLC 19190.25%0.29%0.38%Q1 2019Q3 202319
Summit Trail Advisors, LLC 1310.02%0.08%0.36%Q4 2017Q3 202319
CAMG Solamere Management, LLC 1360.10%0.32%0.73%Q4 2016Q3 202119
Greenline Partners, LLC 19190.51%0.98%1.91%Q1 2019Q3 202319
Addison Capital Co 19191.29%1.53%1.79%Q1 2019Q3 202319
Good Life Advisors, LLC 1220.04%0.06%0.09%Q3 2017Q3 202319
BlueMar Capital Management, LLC 1210.72%2.40%8.10%Q2 2014Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.03%0.06%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19190.63%1.04%1.46%Q2 2013Q4 201719
Northeast Financial Consultants Inc 19190.02%0.04%0.11%Q1 2019Q3 202319
JACOBS LEVY EQUITY MANAGEMENT, INC 1210.01%0.20%0.58%Q2 2013Q1 202019
CHOREO, LLC 1020.01%0.03%0.06%Q4 2016Q3 202319
Atlantic Union Bankshares Corp 1810.00%0.27%0.40%Q1 2014Q3 202319
Quinn Opportunity Partners LLC 1810.06%0.17%0.33%Q3 2017Q2 202219
Domani Wealth, LLC 1510.04%0.18%0.48%Q1 2015Q4 202119
Clarius Group, LLC 19190.07%0.09%0.10%Q1 2019Q3 202319
Aptus Capital Advisors, LLC 19190.02%0.20%0.46%Q1 2019Q3 202319
SUMMITRY LLC 1080.02%1.27%3.22%Q1 2019Q3 202318
Quantitative Investment Management, LLC 710.04%0.25%0.59%Q3 2013Q3 202218
DELTA FINANCIAL ADVISORS LLC 18181.12%1.34%1.55%Q2 2019Q3 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.05%1.18%1.77%Q1 2015Q2 201918
Vontobel Swiss Wealth Advisors AG 18180.20%1.48%4.06%Q1 2017Q2 202118
Avantax Planning Partners, Inc. 1510.01%0.13%0.20%Q3 2017Q3 202318
Mutual Advisors, LLC 1610.00%0.07%0.11%Q1 2019Q3 202318
NIPPON LIFE INSURANCE CO 18180.02%0.05%0.09%Q2 2013Q3 201718
WIMMER ASSOCIATES 1, LLC 18180.36%0.41%0.47%Q2 2019Q3 202318
Circle Wealth Management, LLC 1260.04%0.06%0.10%Q2 2017Q4 202118
MALTESE CAPITAL MANAGEMENT LLC 710.10%0.61%1.72%Q2 2013Q3 202318
Cordatus Wealth Management LLC 1040.25%1.00%2.34%Q4 2018Q3 202318
Knuff & Co LLC 1350.01%0.01%0.03%Q4 2018Q3 202318
Birch Run Capital Advisors, LP 18183.37%5.21%9.08%Q2 2013Q3 201718
CHILTON INVESTMENT CO INC. 1420.01%0.04%0.06%Q4 2013Q3 202318
TSFG, LLC 1080.00%0.00%0.02%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.05%0.08%Q2 2013Q3 201718
Vestmark Advisory Solutions, Inc. 1530.10%0.18%0.36%Q1 2019Q3 202318
FIRST MERCANTILE TRUST CO 840.00%0.08%0.35%Q2 2013Q1 202118
RAINIER INVESTMENT MANAGEMENT LLC 18180.20%0.36%0.70%Q2 2013Q3 201718
AMICA MUTUAL INSURANCE CO 1170.22%0.42%0.96%Q2 2013Q3 202318
Nationwide Fund Advisors 18180.05%0.10%0.18%Q2 2013Q3 201718
Princeton Global Asset Management LLC 1260.01%0.03%0.04%Q1 2019Q3 202318
SALEM INVESTMENT COUNSELORS INC 1260.00%0.00%0.01%Q4 2016Q3 202318
Pensionfund DSM Netherlands 910.23%0.59%0.73%Q3 2015Q4 202118
Semmax Financial Advisors Inc. 1710.17%1.12%2.19%Q4 2018Q3 202318
Pictet North America Advisors SA 1320.04%0.12%0.51%Q4 2013Q3 202318
Integre Asset Management, LLC 18180.16%0.69%1.14%Q3 2015Q4 201918
Westhampton Capital, LLC 18180.71%0.93%1.13%Q2 2019Q3 202318
PARADIGM ASSET MANAGEMENT CO LLC 1260.21%0.68%1.07%Q1 2015Q3 202318
Aries Wealth Management 1260.14%0.26%0.33%Q1 2019Q3 202318
Ellis Investment Partners, LLC 18180.01%0.04%0.08%Q2 2019Q3 202318
Bath Savings Trust Co 1710.03%0.04%0.06%Q2 2018Q4 202218
MBM Wealth Consultants, LLC 18180.05%0.06%0.07%Q4 2018Q1 202318
Nelson Capital Management, LLC 1530.00%0.01%0.03%Q1 2015Q3 201918
UBS AG 660.00%0.02%0.06%Q2 2013Q3 201418
Principal Street Partners, LLC 18180.06%0.17%0.43%Q2 2019Q3 202318
Full Sail Capital, LLC 1530.02%0.06%0.23%Q4 2018Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 18180.11%0.24%0.32%Q2 2019Q3 202318
QCI ASSET MANAGEMENT INC/NY 1110.00%0.01%0.01%Q2 2013Q3 201918
Tranquility Partners, LLC 18181.16%1.57%1.93%Q2 2019Q3 202318
Guinness Atkinson Asset Management Inc 18180.24%0.32%0.39%Q2 2019Q3 202318
MidWestOne Financial Group, Inc. 18180.14%0.21%0.29%Q2 2019Q3 202318
Sonora Investment Management, LLC 1710.00%0.00%0.01%Q3 2015Q3 202118
V Wealth Advisors LLC 18180.05%0.12%0.22%Q1 2019Q2 202318
OAKBROOK INVESTMENTS LLC 620.03%0.13%0.24%Q2 2013Q4 201918
HIGHLAND CAPITAL MANAGEMENT, LLC 840.14%0.30%0.41%Q2 2015Q1 202218
SWS Partners 1120.00%1.29%2.17%Q4 2017Q3 202318
CEDAR HILL ASSOCIATES, LLC 1260.04%1.39%2.62%Q2 2013Q4 201818
Sound View Wealth Advisors Group, LLC 18180.06%0.10%0.12%Q2 2019Q3 202318
Assenagon Asset Management S.A. 1410.01%0.15%0.67%Q3 2017Q3 202318
SIGNET FINANCIAL MANAGEMENT, LLC 1070.04%0.21%0.37%Q2 2017Q4 202117
Williams Jones Wealth Management, LLC. 17170.01%0.02%0.02%Q3 2019Q3 202317
Origin Asset Management LLP 920.18%1.32%2.58%Q2 2013Q2 202117
Natixis Investment Managers International 1220.01%0.05%0.10%Q4 2014Q2 202217
EVOKE WEALTH, LLC 17170.01%0.01%0.03%Q3 2019Q3 202317
SIMON QUICK ADVISORS, LLC 1210.00%0.03%0.10%Q4 2016Q1 202217
Red Spruce Capital, LLC 17171.17%1.39%1.58%Q4 2019Q4 202317
CrestPoint Capital Management, LLC 17170.13%0.21%0.44%Q4 2013Q4 201717
Heard Capital LLC 16160.08%6.71%9.21%Q4 2019Q3 202317
RFG Advisory, LLC 1610.05%0.10%0.16%Q1 2018Q3 202317
PFS INVESTMENTS INC. 17170.09%0.34%0.84%Q2 2019Q2 202317
Otter Creek Advisors, LLC 17171.25%3.03%7.30%Q4 2015Q4 201917
Traynor Capital Management, Inc. 1420.00%0.20%0.34%Q4 2018Q3 202317
Diversified Trust Co 17170.02%0.05%0.16%Q4 2019Q4 202317
Asset Dedication, LLC 17170.01%0.08%0.14%Q3 2019Q3 202317
Avidian Wealth Solutions, LLC 1610.04%0.05%0.07%Q3 2018Q3 202317
LMCG INVESTMENTS, LLC 1070.03%0.06%0.11%Q2 2013Q3 202317
ZEKE CAPITAL ADVISORS, LLC 1340.04%0.11%0.19%Q4 2016Q4 202217
iAB Financial Bank 17170.25%0.59%1.06%Q2 2013Q2 201717
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.00%0.09%0.20%Q2 2017Q2 202117
Edgestream Partners, L.P. 520.01%0.23%1.25%Q1 2018Q3 202317
Community Capital Management, LLC 17170.70%1.60%2.22%Q3 2019Q3 202317
FIC CAPITAL INC 17170.22%0.51%0.68%Q3 2013Q3 201717
Altium Wealth Management LLC 17170.05%0.22%0.32%Q2 2018Q2 202217
Richard P Slaughter Associates Inc 17170.48%0.68%0.85%Q4 2019Q4 202317
Cohen Klingenstein LLC 17170.06%0.07%0.08%Q3 2019Q3 202317
Gilbert & Cook, Inc. 1610.06%0.12%0.15%Q2 2017Q3 202317
Archer Investment Corp 1520.01%0.04%0.06%Q4 2018Q3 202317
Mechanics Bank Trust Department 17170.08%0.32%0.58%Q3 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.04%0.05%0.06%Q1 2018Q1 202217
APPLETON PARTNERS INC/MA 17170.06%0.11%0.16%Q3 2015Q3 201917
Qube Research & Technologies Ltd 710.04%0.21%0.63%Q1 2018Q3 202317
Investors Research Corp 17170.01%0.11%0.29%Q3 2019Q3 202317
Hotaling Investment Management, LLC 17171.58%2.06%2.40%Q4 2018Q4 202217
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.05%0.10%0.13%Q2 2013Q2 201717
TORRAY INVESTMENT PARTNERS LLC 17171.12%2.15%3.14%Q3 2014Q3 201817
Legacy Financial Advisors, Inc. 1160.01%0.05%0.08%Q4 2017Q3 202317
1st Global Advisors, Inc. 17170.09%0.19%0.31%Q2 2013Q2 201717
Wealthspire Advisors, LLC 1610.01%0.03%0.07%Q4 2018Q3 202317
Magnus Financial Group LLC 1430.03%0.05%0.08%Q4 2018Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.11%0.15%0.19%Q2 2013Q2 201717
Allred Capital Management, LLC 840.10%0.14%0.17%Q4 2018Q2 202317
SIMPLEX TRADING, LLC 510.00%0.02%0.16%Q3 2015Q2 202317
Sound Income Strategies, LLC 1520.00%0.00%0.01%Q4 2018Q3 202317
First Western Capital Management Co 17171.31%2.11%2.90%Q4 2013Q4 201717
Echo Street Capital Management LLC 810.00%0.20%0.86%Q1 2014Q3 202317
Traverso Chambers Private Wealth Management, LLC 1610.09%0.14%0.17%Q2 2019Q3 202317
BREITER CAPITAL MANAGEMENT INC 1340.74%0.97%1.57%Q4 2017Q1 202217
Empirical Finance, LLC 1610.02%0.19%0.28%Q4 2016Q3 202317
SEEYOND 17170.01%0.06%0.22%Q4 2018Q4 202217
Sullivan, Bruyette, Speros & Blaney, LLC 17170.02%0.02%0.03%Q1 2017Q1 202117
Inscription Capital, LLC 1430.08%0.57%1.14%Q4 2018Q3 202317
WFG Advisors, LP 17170.02%0.05%0.10%Q2 2013Q2 201717
Simplicity Solutions, LLC 1410.00%0.13%0.57%Q4 2015Q3 202317
Saturna Capital CORP 1250.00%0.02%0.06%Q2 2013Q2 202117
Ilmarinen Mutual Pension Insurance Co 17170.18%0.25%0.31%Q3 2019Q3 202317
LMR Partners LLP 410.01%0.17%0.74%Q4 2014Q2 202317
HOLLAND CAPITAL MANAGEMENT LLC 17171.24%1.60%1.99%Q2 2013Q2 201717
Faithward Advisors, LLC 17170.16%0.30%0.54%Q3 2019Q3 202317
MACKAY SHIELDS LLC 17170.07%0.12%0.18%Q1 2018Q1 202217
MILES CAPITAL, INC. 1610.16%0.96%1.55%Q1 2015Q1 202017
Geneva Advisors, LLC 17170.02%0.22%0.53%Q2 2013Q2 201717
LAKE STREET FINANCIAL LLC 16160.10%0.18%0.25%Q4 2019Q3 202316
Buckley Wealth Management, LLC 970.06%0.16%0.23%Q4 2017Q3 202316
PAX Financial Group, LLC 16160.14%0.18%0.21%Q4 2019Q3 202316
ASPIRIANT, LLC 710.01%0.04%0.10%Q1 2016Q3 202316
Koshinski Asset Management, Inc. 16160.04%0.09%0.14%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
Argent Advisors, Inc. 16160.39%0.76%1.09%Q4 2019Q3 202316
Interval Partners, LP 310.09%0.22%0.50%Q2 2014Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.03%0.11%0.27%Q2 2013Q1 201716
Vident Investment Advisory, LLC 1420.00%0.23%0.68%Q2 2015Q2 202316
Integrated Advisors Network LLC 16160.07%0.32%0.55%Q4 2019Q3 202316
EDGE ASSET MANAGEMENT, INC 16161.06%1.22%1.42%Q2 2013Q1 201716
NORTHERN CAPITAL MANAGEMENT LLC 1420.22%0.44%0.81%Q3 2013Q4 201816
DELTA LLOYD NV 16160.02%0.08%0.20%Q2 2013Q1 201716
Ziegler Capital Management, LLC 1510.20%0.56%1.07%Q2 2013Q3 202316
Handelsbanken Fonder AB 1410.01%0.13%0.16%Q4 2015Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16161.10%1.28%1.51%Q4 2019Q3 202316
Lumina Fund Management LLC 1210.07%0.64%0.90%Q3 2014Q4 201916
EPG Wealth Management LLC 16160.10%0.33%0.52%Q4 2019Q3 202316
Chronos Wealth Management, LLC 16161.32%1.47%1.65%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.05%0.10%0.18%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.11%0.28%Q4 2019Q3 202316
LAU ASSOCIATES LLC 16160.21%0.32%0.43%Q3 2015Q2 201916
BOYS ARNOLD & CO INC 16160.03%0.05%0.08%Q2 2016Q1 202016
Mine & Arao Wealth Creation & Management, LLC. 16160.07%0.09%0.10%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.01%0.02%0.02%Q4 2019Q3 202316
First Pacific Advisors, LP 1110.00%0.01%0.04%Q3 2015Q2 202316
Aberdeen Wealth Management LLC 16160.24%0.37%0.53%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.06%0.20%0.30%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.06%0.16%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.57%0.73%0.87%Q4 2019Q3 202316
Beutel, Goodman & Co Ltd. 970.01%0.94%1.50%Q4 2018Q3 202316
King Wealth Management Group 1420.08%0.16%0.26%Q1 2018Q3 202316
HOHIMER WEALTH MANAGEMENT, LLC 16160.17%0.56%0.79%Q4 2019Q3 202316
9258 Wealth Management, LLC 16160.26%0.36%0.47%Q4 2019Q3 202316
Parcion Private Wealth LLC 16160.36%0.58%0.78%Q4 2019Q3 202316
Ellevest, Inc. 1240.00%0.01%0.03%Q1 2019Q1 202316
I.G. INVESTMENT MANAGEMENT, LTD. 830.00%0.11%0.47%Q2 2013Q3 201716
Moloney Securities Asset Management, LLC 1510.13%0.32%0.56%Q2 2017Q3 202316
HighTower Trust Company, N.A. 16160.69%1.14%2.14%Q2 2019Q1 202316
Marks Group Wealth Management, Inc 16160.05%0.12%0.25%Q4 2019Q3 202316
CARRET ASSET MANAGEMENT, LLC 810.02%0.03%0.04%Q4 2017Q2 202316
Beaumont Asset Management, L.L.C. 16161.20%1.92%2.49%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.64%0.76%1.01%Q4 2019Q3 202316
GLG LLC 16160.08%0.15%0.21%Q1 2014Q4 201716
STRATEGY ASSET MANAGERS LLC 1010.02%0.09%0.12%Q1 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16160.00%0.03%0.05%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.62%1.01%1.30%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.27%0.38%0.48%Q4 2019Q3 202316
Janney Capital Management LLC 16160.02%0.14%0.28%Q3 2019Q2 202316
Symmetry Partners, LLC 16160.03%0.08%0.14%Q1 2020Q4 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.03%0.05%0.10%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.04%0.06%0.08%Q4 2019Q3 202316
Benson Investment Management Company, Inc. 16162.20%2.56%2.87%Q4 2018Q3 202216
Amica Retiree Medical Trust 970.22%0.48%1.20%Q4 2013Q3 202316
NOESIS CAPITAL MANGEMENT CORP 16160.26%0.29%0.32%Q4 2019Q3 202316
First Command Bank 1010.00%0.01%0.01%Q4 2016Q2 202316
HALBERT HARGROVE GLOBAL ADVISORS, LLC 820.02%0.08%0.18%Q2 2013Q1 202316
Carmichael Hill & Associates, Inc. 16160.02%0.02%0.03%Q4 2019Q3 202316
Cranbrook Wealth Management, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
AGRAN LIBBIE 16161.43%1.64%2.00%Q2 2013Q1 201716
BOK Financial Private Wealth, Inc. 16160.06%0.24%0.38%Q4 2019Q3 202316
Hummer Financial Advisory Services Inc 16160.49%0.55%0.62%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.63%0.78%0.94%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.56%0.74%0.91%Q4 2019Q3 202316
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 16160.14%0.15%0.18%Q2 2013Q1 201716
Laidlaw Wealth Management LLC 16160.08%0.13%0.17%Q4 2019Q3 202316
CX Institutional 1110.00%0.03%0.33%Q1 2019Q3 202316
Integrated Wealth Concepts LLC 1420.02%0.02%0.03%Q3 2019Q3 202316
Avondale Wealth Management 16160.01%0.01%0.01%Q4 2017Q3 202116
Teamwork Financial Advisors, LLC 16160.10%0.36%1.65%Q4 2019Q3 202316
Gleason Group, Inc. 16160.09%0.13%0.16%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.45%0.55%0.71%Q4 2019Q3 202316
SANDERS MORRIS HARRIS LLC 1420.05%0.17%0.33%Q2 2019Q3 202316
Stokes Family Office, LLC 16160.46%0.59%0.73%Q4 2019Q3 202316
Kelman-Lazarov, Inc. 16160.16%0.28%0.35%Q1 2016Q4 201916
Investment Research & Advisory Group, Inc. 16161.52%2.24%2.63%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.01%0.06%0.11%Q4 2019Q3 202316
WINMILL & CO. INC 16160.88%1.24%1.61%Q3 2019Q2 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.26%0.32%0.38%Q4 2019Q3 202316
BENJAMIN EDWARDS INC 1420.02%0.21%0.50%Q1 2019Q3 202316
Procyon Advisors, LLC 16160.01%0.13%0.22%Q4 2019Q3 202316
M&G INVESTMENT MANAGEMENT LTD 16160.12%0.46%0.90%Q4 2019Q3 202316
WMS Partners, LLC 16160.02%0.04%0.07%Q4 2019Q3 202316
Vestcor Inc 16160.05%0.08%0.09%Q4 2019Q3 202316
Certified Advisory Corp 1110.00%0.01%0.03%Q4 2017Q1 202316
Wellington Shields & Co., LLC 1510.11%0.32%1.38%Q3 2019Q3 202316
Rampart Investment Management Company, LLC 16160.05%0.18%0.36%Q3 2016Q2 202016
Sugarloaf Wealth Management, LLC 16160.00%0.15%0.60%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.04%0.09%0.14%Q4 2019Q3 202316
FLC Capital Advisors 1410.06%0.13%0.25%Q4 2018Q4 202215
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.10%0.17%0.36%Q2 2018Q3 202315
BROOKTREE CAPITAL MANAGEMENT 15150.17%1.11%2.48%Q4 2019Q2 202315
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.87%1.37%1.75%Q4 2019Q3 202315
HHM Wealth Advisors, LLC 15150.00%0.03%0.05%Q1 2020Q3 202315
Reynders McVeigh Capital Management, LLC 1230.02%0.06%0.11%Q1 2016Q1 202315
OSAIC HOLDINGS, INC. 15150.06%0.08%0.10%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.10%0.11%0.13%Q2 2013Q4 201615
Covenant Multifamily Offices, LLC 810.03%0.92%2.19%Q4 2016Q3 202115
Dynamic Technology Lab Private Ltd 210.03%0.23%1.12%Q2 2012Q3 202315
Column Capital Advisors, LLC 960.00%0.42%1.10%Q4 2019Q3 202315
Xact Kapitalforvaltning AB 15150.24%0.30%0.35%Q3 2016Q1 202015
Daniel Devine & Co 15151.12%1.32%1.53%Q4 2014Q2 201815
Capital Research Global Investors 1410.04%0.23%0.57%Q3 2013Q3 202315
MSI Financial Services Inc 15150.02%0.04%0.05%Q2 2013Q4 201615
Fosun International Ltd 810.02%0.19%0.76%Q3 2018Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.15%0.22%0.30%Q1 2020Q3 202315
QVR LLC 660.01%0.07%0.17%Q2 2021Q3 202215
Columbia Trust Co 01012016 1230.26%1.04%1.40%Q4 2019Q3 202315
Robertson Stephens Wealth Management, LLC 15150.05%0.19%0.42%Q1 2020Q3 202315
Keebeck Wealth Management, LLC 1140.03%0.13%0.22%Q4 2019Q3 202315
Stratos Investment Management, LLC 15150.11%0.24%0.31%Q1 2020Q3 202315
SIT INVESTMENT ASSOCIATES INC 15150.00%0.09%0.25%Q1 2020Q3 202315
Bridgewater Associates 710.00%0.11%0.31%Q2 2013Q4 202215
CORNERCAP INVESTMENT COUNSEL INC 710.03%0.27%0.52%Q1 2015Q2 202215
Platte River Wealth Advisors, LLC 1410.41%0.52%0.61%Q4 2019Q3 202315
NEXT CENTURY GROWTH INVESTORS LLC 15150.01%0.01%0.03%Q1 2014Q3 201715
Avion Wealth 15150.00%0.01%0.01%Q1 2020Q3 202315
Americana Partners, LLC 1140.04%0.19%0.40%Q4 2019Q3 202315
Solstein Capital, LLC 1140.07%0.14%0.28%Q4 2019Q3 202315
Bank OZK 1230.08%0.77%1.09%Q4 2017Q3 202315
Estabrook Capital Management 15150.00%0.01%0.02%Q2 2015Q4 201815
Old North State Trust, LLC 630.04%0.08%0.14%Q3 2018Q1 202315
BlackRock Investment Management, LLC 15150.09%0.10%0.11%Q2 2013Q4 201615
YHB Investment Advisors, Inc. 15150.07%0.16%0.21%Q1 2020Q3 202315
OFI Advisors LLC 1140.05%0.07%0.08%Q3 2011Q3 201515
BlackRock Institutional Trust Company, N.A. 15150.16%0.18%0.19%Q2 2013Q4 201615
Verity Asset Management, Inc. 740.16%0.30%0.54%Q4 2017Q2 202315
Trust Asset Management LLC 1410.02%0.12%0.16%Q2 2018Q3 202315
Wealth Alliance 15150.04%0.13%0.18%Q1 2020Q3 202315
PacWest Financial Management Inc 15150.38%1.20%1.70%Q2 2013Q4 201615
CLIFFORD SWAN INVESTMENT COUNSEL LLC 960.01%0.01%0.02%Q2 2017Q1 202115
Rock Creek Group, LP 1410.01%0.09%0.76%Q4 2018Q3 202315
Hilton Capital Management, LLC 1210.02%0.06%0.09%Q2 2016Q1 202215
Spectrum Management Group, LLC 15150.00%0.85%1.71%Q1 2019Q3 202215
Alyeska Investment Group, L.P. 710.01%0.19%0.54%Q1 2016Q2 202315
BlackRock Group LTD 15150.12%0.17%0.19%Q2 2013Q4 201615
Calvert Investment Management, Inc. 15150.03%0.09%0.14%Q2 2013Q4 201615
Platform Technology Partners 1050.13%0.17%0.21%Q4 2019Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.03%0.19%0.47%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.18%0.20%0.22%Q2 2013Q4 201615
Leelyn Smith, LLC 15150.04%0.38%0.87%Q4 2019Q2 202315
Tandem Investment Advisors, Inc. 15152.30%2.95%3.87%Q1 2020Q3 202315
Cadence Bank 1050.03%0.48%1.34%Q4 2017Q3 202315
Advisor Group, Inc. 15150.06%0.06%0.08%Q2 2016Q4 201915
InterOcean Capital, LLC 15150.51%1.15%1.75%Q4 2016Q2 202015
J. W. Coons Advisors, LLC 15150.53%0.72%0.88%Q1 2020Q3 202315
Fluent Financial, LLC 15150.67%0.95%1.24%Q4 2017Q2 202115
BEACON TRUST CO 1410.05%0.22%0.46%Q1 2013Q1 201715
ARS Investment Partners, LLC 15150.74%0.83%0.94%Q1 2020Q3 202315
IEQ CAPITAL, LLC 1140.06%0.09%0.15%Q4 2019Q3 202315
Krilogy Financial LLC 1010.00%0.09%0.15%Q3 2017Q4 202215
Weaver C. Barksdale & Associates, Inc. 15150.60%1.18%1.97%Q2 2014Q4 201715
KLINGENSTEIN FIELDS & CO LP 610.01%0.01%0.04%Q2 2013Q4 202215
TRANSCEND CAPITAL ADVISORS, LLC 1320.22%0.39%0.68%Q4 2019Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
Rosenberg Matthew Hamilton 15150.06%0.09%0.12%Q1 2020Q3 202315
Hirtle Callaghan & Co LLC 610.00%0.10%0.25%Q3 2013Q1 202315
First Command Financial Services, Inc. 1010.00%0.00%0.01%Q4 2016Q2 202315
FORSTA AP-FONDEN 15150.19%0.30%0.40%Q1 2020Q3 202315
Shepherd Financial Partners LLC 15150.25%0.39%0.53%Q1 2020Q3 202315
Biltmore Family Office, LLC 1410.05%0.08%0.12%Q4 2019Q3 202315
IMPAX ASSET MANAGEMENT LLC 1230.28%1.60%2.40%Q2 2013Q2 201815
Altshuler Shaham Ltd 15150.01%1.36%5.96%Q1 2020Q3 202315
Virtus Fund Advisers, LLC 15150.22%0.59%1.16%Q2 2014Q4 201715
Capital Bank & Trust Co 1230.00%0.00%0.01%Q2 2017Q1 202115
BREMER TRUST NATIONAL ASSOCIATION 15150.18%0.72%1.04%Q2 2015Q4 201815
Grove Bank & Trust 1010.00%0.04%0.07%Q4 2015Q3 202315
Convergence Investment Partners, LLC 810.02%0.12%0.18%Q1 2014Q1 202215
FRIESS ASSOCIATES LLC 15150.01%0.01%0.01%Q2 2013Q4 201615
BLUE SQUARE ASSET MANAGEMENT, LLC 1230.22%1.16%1.77%Q3 2019Q3 202315
Hilltop Holdings Inc. 1020.02%0.07%0.10%Q4 2016Q1 202315
AEGON ASSET MANAGEMENT UK PLC 14140.04%0.05%0.06%Q1 2020Q2 202314
SFMG, LLC 14140.10%0.22%0.31%Q2 2020Q3 202314
Clarus Wealth Advisors 14140.10%0.27%0.58%Q2 2018Q3 202114
Thomas J. Herzfeld Advisors, Inc. 14140.00%0.01%0.01%Q2 2020Q3 202314
BRINKER CAPITAL INC 1220.10%0.16%0.29%Q4 2016Q2 202014
Jackson, Grant Investment Advisers, Inc. 1130.00%0.02%0.04%Q1 2018Q3 202314
THOMPSON DAVIS & CO., INC. 1130.03%0.05%0.07%Q4 2013Q3 201714
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 14140.00%0.06%0.26%Q2 2020Q3 202314
MONTAG A & ASSOCIATES INC 1220.01%0.03%0.15%Q3 2018Q3 202314
Krane Funds Advisors LLC 14140.01%0.02%0.04%Q4 2019Q1 202314
Virtu Financial LLC 410.02%0.22%0.65%Q4 2016Q3 202314
BRR OpCo, LLC 14140.12%0.20%0.27%Q2 2019Q3 202214
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Illinois Municipal Retirement Fund 14140.04%0.17%0.51%Q2 2020Q3 202314
MinichMacGregor Wealth Management, LLC 1210.00%0.07%0.55%Q1 2016Q4 202214
NICHOLAS COMPANY, INC. 14140.08%0.10%0.12%Q2 2020Q3 202314
Palisade Asset Management, LLC 14140.72%0.93%1.07%Q2 2020Q3 202314
Vectors Research Management, LLC 770.00%0.01%0.03%Q4 2018Q2 202214
Gilman Hill Asset Management, LLC 1130.08%0.22%0.35%Q2 2013Q4 201614
Capula Management Ltd 410.01%0.10%0.50%Q2 2020Q1 202314
J.W. COLE ADVISORS, INC. 1310.02%0.03%0.04%Q4 2019Q3 202314
Walleye Capital LLC 410.00%0.03%0.09%Q2 2019Q3 202314
Moisand Fitzgerald Tamayo, LLC 810.00%0.00%0.00%Q3 2017Q3 202314
AMG National Trust Bank 14140.01%0.02%0.04%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.13%0.14%0.15%Q4 2018Q1 202214
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.09%Q1 2013Q3 202314
Aureus Asset Management, LLC 1040.03%0.05%0.16%Q1 2018Q3 202314
TOTH FINANCIAL ADVISORY CORP 14140.01%0.67%0.82%Q2 2020Q3 202314
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 710.00%0.06%0.14%Q3 2016Q4 202114
DIVIDEND ASSETS CAPITAL, LLC 14140.20%0.63%0.95%Q2 2020Q3 202314
PagnatoKarp Partners LLC 14140.11%0.17%0.33%Q4 2016Q1 202014
Sterling Capital Management LLC 610.00%0.25%1.18%Q1 2013Q3 201814
TIEMANN INVESTMENT ADVISORS, LLC 14140.13%0.16%0.19%Q2 2020Q3 202314
Qtron Investments LLC 14140.05%0.19%0.29%Q2 2020Q3 202314
XPONANCE, INC. 14140.09%0.16%0.21%Q2 2020Q3 202314
Winch Advisory Services, LLC 1220.00%0.01%0.02%Q2 2019Q3 202314
Miracle Mile Advisors, LLC 1310.02%0.05%0.11%Q1 2020Q3 202314
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 1040.04%0.33%0.76%Q2 2013Q4 201614
BI Asset Management Fondsmaeglerselskab A/S 14140.06%0.07%0.10%Q2 2020Q3 202314
GUARDIAN CAPITAL LP 1110.01%0.09%0.20%Q2 2013Q2 201814
Centiva Capital, LP 410.00%0.04%0.21%Q1 2020Q3 202314
COOKSON PEIRCE & CO INC 730.04%1.18%2.85%Q2 2013Q4 202114
Live Oak Private Wealth LLC 14140.07%0.14%0.20%Q2 2020Q3 202314
WealthPLAN Partners, LLC 810.01%0.06%0.11%Q1 2015Q2 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.02%0.03%Q2 2020Q3 202314
ARGENT CAPITAL MANAGEMENT LLC 14140.47%0.62%0.87%Q2 2020Q3 202314
Tortoise Investment Management, LLC 1210.00%0.01%0.02%Q2 2016Q3 202314
BANCORPSOUTH INC 14140.10%0.31%0.51%Q2 2014Q3 201714
Temasek Holdings (Private) Ltd 141414.92%17.90%21.09%Q2 2020Q3 202314
Point72 Asset Management, L.P. 610.00%0.06%0.24%Q2 2017Q3 202314
RKL Wealth Management LLC 14140.15%0.29%0.38%Q4 2016Q1 202014
DEERE & CO 14140.16%0.18%0.20%Q2 2013Q3 201614
Regent Peak Wealth Advisors LLC 14140.09%0.10%0.12%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.01%0.04%0.07%Q2 2020Q3 202314
Probity Advisors, Inc. 820.06%0.13%0.18%Q4 2019Q3 202314
RMR Wealth Builders 710.19%0.34%0.77%Q4 2019Q3 202314
TFG Advisers LLC 1310.08%0.21%0.26%Q4 2019Q3 202314
Cable Hill Partners, LLC 910.00%0.04%0.13%Q3 2016Q1 202214
Mosaic Family Wealth, LLC 14140.00%0.01%0.03%Q4 2015Q1 201914
Cornerstone Wealth Management, LLC 710.00%0.03%0.05%Q4 2017Q3 202314
Invst, LLC 14140.11%0.19%0.23%Q2 2020Q3 202314
FRONTIER CAPITAL MANAGEMENT CO LLC 14140.01%0.02%0.04%Q2 2013Q3 201614
Prudent Man Advisors, LLC 14140.60%0.77%1.50%Q2 2020Q3 202314
FormulaFolio Investments, LLC 1130.00%0.02%0.03%Q4 2017Q2 202114
WESTPORT RESOURCES MANAGEMENT INC 14140.72%0.87%0.94%Q2 2013Q3 201614
Dakota Wealth Management 1210.04%0.12%0.21%Q2 2018Q3 202314
AlphaCrest Capital Management LLC 620.02%0.08%0.21%Q4 2018Q3 202214
CI Global Investments Inc. 14140.05%0.14%0.33%Q2 2013Q3 201614
Dai-ichi Life Holdings, Inc. 14140.05%0.18%0.40%Q2 2013Q3 201614
LAKE STREET ADVISORS GROUP, LLC 1130.02%0.04%0.06%Q4 2017Q2 202114
Mizuho Asset Management Co.,Ltd. 14140.01%0.06%0.11%Q2 2013Q3 201614
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
SeaTown Holdings Pte. Ltd. 14140.20%1.49%2.81%Q2 2020Q3 202314
Crewe Advisors LLC 710.00%0.02%0.04%Q4 2017Q2 202314
Quadrature Capital Ltd 610.06%0.43%1.16%Q4 2016Q2 202314
Security National Bank 13131.00%1.46%1.66%Q3 2020Q3 202313
St. Johns Investment Management Company, LLC 13130.00%0.04%0.08%Q2 2016Q2 201913
Providence First Trust Co 13131.07%1.57%1.89%Q3 2020Q3 202313
ZWEIG ADVISERS LLC 13131.55%1.81%1.95%Q2 2013Q2 201613
CGN Advisors LLC 13130.17%0.23%0.32%Q4 2020Q4 202313
Virtu KCG Holdings LLC 620.01%0.05%0.19%Q3 2013Q2 201713
Varma Mutual Pension Insurance Co 13130.03%0.04%0.06%Q3 2020Q3 202313
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 910.02%0.15%0.69%Q4 2013Q3 201913
Holistic Financial Partners 1120.05%0.21%0.32%Q4 2017Q3 202313
RMB Capital Management, LLC 1030.01%0.04%0.22%Q3 2017Q3 202313
JOHN G ULLMAN & ASSOCIATES INC 13130.08%0.10%0.14%Q4 2016Q4 201913
WEALTHSOURCE PARTNERS, LLC 710.01%0.03%0.09%Q2 2019Q3 202313
Sciencast Management LP 410.14%0.47%0.97%Q1 2016Q2 202313
Engineers Gate Manager LP 310.01%0.13%0.32%Q3 2017Q1 202313
Main Street Research LLC 810.03%1.72%2.46%Q3 2014Q1 202213
DT Investment Partners, LLC 1210.04%0.13%0.21%Q3 2017Q3 202313
Aft, Forsyth & Sober, LLC 1210.38%0.50%0.61%Q2 2020Q3 202313
Edge Capital Group, LLC 610.02%0.02%0.02%Q4 2018Q3 202313
Cipher Capital LP 710.03%0.22%0.47%Q2 2014Q3 202313
CHICAGO TRUST Co NA 13130.10%0.18%0.24%Q3 2020Q3 202313
Measured Wealth Private Client Group, LLC 13130.10%0.12%0.14%Q3 2020Q3 202313
STONERIDGE INVESTMENT PARTNERS LLC 720.03%0.83%1.56%Q2 2013Q2 202013
Apollon Wealth Management, LLC 1210.04%0.43%0.83%Q2 2020Q3 202313
SANDLER CAPITAL MANAGEMENT 410.39%1.04%2.72%Q3 2013Q2 202113
Holloway Wealth Management, LLC 1210.00%3.72%5.47%Q1 2018Q1 202213
Sageworth Trust Co 1210.00%0.04%0.13%Q2 2020Q3 202313
Fairhaven Wealth Management, LLC 850.08%0.24%0.49%Q4 2018Q1 202213
Supplemental Annuity Collective Trust of NJ 13130.40%0.43%0.46%Q1 2014Q1 201713
EDGAR LOMAX CO/VA 1210.28%0.54%0.88%Q4 2015Q4 202213
Trexquant Investment LP 310.02%0.11%0.20%Q2 2015Q3 202313
Zions Bancorporation 1120.24%0.39%0.89%Q1 2015Q3 201813
Tidal Investments LLC 1210.02%0.06%0.11%Q2 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.43%0.48%0.52%Q2 2013Q2 201613
TOWNSQUARE CAPITAL LLC 1210.01%0.02%0.07%Q1 2019Q3 202313
Icon Wealth Partners, LLC 810.02%0.38%0.65%Q4 2017Q2 202313
ADAMS DIVERSIFIED EQUITY FUND, INC. 1210.66%1.12%1.38%Q4 2015Q1 202213
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 1210.21%1.17%1.65%Q2 2013Q4 202213
Legacy Advisors, LLC 710.00%0.06%0.10%Q3 2017Q3 202313
Blue Zone Wealth Advisors, LLC 13130.68%0.94%1.51%Q3 2020Q3 202313
Menard Financial Group LLC 910.33%0.46%0.74%Q4 2019Q2 202313
Personal Capital Advisors Corp 940.00%0.00%0.01%Q2 2019Q4 202213
Crumly & Associates Inc. 13130.15%0.23%0.39%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.12%0.19%Q3 2020Q3 202313
Euclid Advisors LLC 13130.20%0.28%0.42%Q2 2013Q2 201613
Abacus Planning Group, Inc. 720.05%0.10%0.26%Q1 2018Q3 202313
Cooper Financial Group 1030.06%0.10%0.17%Q2 2020Q3 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.03%0.10%0.26%Q3 2020Q3 202313
Apriem Advisors 710.00%0.01%0.02%Q2 2013Q2 201813
ATWOOD & PALMER INC 1110.00%0.00%0.01%Q2 2018Q3 202313
HOERTKORN RICHARD CHARLES 13130.03%0.03%0.03%Q2 2014Q2 201713
PRINCETON CAPITAL MANAGEMENT LLC 710.04%0.61%1.56%Q4 2015Q2 202113
TFC Financial Management, Inc. 13130.00%0.01%0.04%Q3 2020Q3 202313
Transform Wealth, LLC 13130.06%0.48%1.00%Q2 2019Q2 202213
Kestra Advisory Services, LLC 13130.05%0.11%0.22%Q3 2020Q3 202313
Gladstone Institutional Advisory LLC 1110.07%0.17%0.34%Q2 2019Q3 202313
Hexagon Capital Partners LLC 13130.05%0.06%0.09%Q3 2020Q3 202313
Partnervest Advisory Services LLC 850.01%0.11%0.25%Q2 2013Q4 201713
Berkshire Bank 13131.08%1.24%1.43%Q3 2020Q3 202313
Ethic Inc. 13130.10%0.12%0.17%Q3 2020Q3 202313
Guidant Wealth Advisors 13130.01%0.02%0.04%Q3 2016Q3 201913
Founders Financial Alliance, LLC 13130.12%0.23%0.30%Q3 2020Q3 202313
MCDANIEL TERRY & CO 13130.04%0.05%0.07%Q3 2019Q3 202213
Enterprise Trust & Investment Co 13130.03%0.03%0.04%Q2 2019Q2 202213
JENNISON ASSOCIATES LLC 810.00%0.00%0.00%Q2 2013Q4 201613
Marshall Wace North America L.P. 510.00%0.08%0.27%Q2 2017Q3 202113
JAMES INVESTMENT RESEARCH INC 13130.88%1.07%1.25%Q3 2020Q3 202313
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
Mission Creek Capital Partners, Inc. 13130.35%0.55%0.70%Q3 2020Q3 202313
Key FInancial Inc 1210.04%0.09%0.14%Q1 2020Q3 202313
M Holdings Securities, Inc. 710.03%0.08%0.21%Q3 2017Q1 202313
FORESTERS ASSET MANAGEMENT INC. 13130.03%0.33%0.66%Q2 2016Q2 201913
Cardinal Strategic Wealth Guidance 13130.11%0.24%0.45%Q4 2019Q4 202213
Soros Fund Management 810.01%0.09%0.54%Q3 2013Q4 201912
IVY LANE CAPITAL MANAGEMENT, LLC 12129.62%12.44%14.84%Q4 2020Q3 202312
INTRUST BANK NA 12120.05%0.09%0.12%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12121.22%1.33%1.54%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12121.54%1.81%2.05%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.08%0.14%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12121.00%1.22%1.46%Q4 2020Q3 202312
PATRON PARTNERS, LLC 12120.44%0.47%0.55%Q4 2020Q3 202312
Gray Wealth Management Inc. 12120.17%0.25%0.34%Q4 2020Q3 202312
Rede Wealth, LLC 12120.22%0.27%0.35%Q4 2020Q3 202312
Phoenix Wealth Advisors 12120.17%0.23%0.31%Q4 2020Q3 202312
M. Kulyk & Associates, LLC 12121.27%1.48%2.01%Q4 2020Q3 202312
Sheaff Brock Investment Advisors, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Wealth Management Partners, LLC 12120.20%0.30%0.36%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
Nikko Asset Management Americas, Inc. 12120.02%0.02%0.04%Q4 2014Q3 201712
Elk River Wealth Management, LLC 12120.68%0.79%0.90%Q4 2020Q3 202312
Canal Capital Management, LLC 12120.66%0.99%1.22%Q1 2017Q4 201912
Accretive Wealth Partners, LLC 12120.72%0.89%1.05%Q4 2020Q3 202312
SCHWARTZ INVESTMENT COUNSEL INC 12120.23%0.98%1.39%Q1 2019Q4 202112
Proquility Private Wealth Partners, LLC 12120.86%1.09%1.40%Q4 2020Q3 202312
BAROMETER CAPITAL MANAGEMENT INC. 410.10%1.11%2.32%Q4 2014Q4 202012
Point72 Middle East FZE 440.00%0.16%0.54%Q4 2022Q3 202312
CoreFirst Bank & Trust 12120.02%0.03%0.08%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.21%0.25%0.30%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.22%0.35%0.48%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.28%0.38%0.49%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12120.14%0.20%0.26%Q4 2020Q3 202312
ARBOR TRUST WEALTH ADVISORS, LLC 12120.16%0.23%0.27%Q4 2020Q3 202312
Maryland State Retirement & Pension System 12120.17%0.27%0.53%Q4 2020Q3 202312
Graypoint LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Lineweaver Wealth Advisors, LLC 12120.15%0.34%0.44%Q4 2020Q3 202312
Cordasco Financial Network 1020.01%0.21%0.30%Q4 2018Q2 202212
TEALWOOD ASSET MANAGEMENT INC 1020.51%0.58%0.65%Q4 2020Q4 202312
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 710.00%0.03%0.16%Q2 2017Q2 202212
WEST BANCORPORATION INC 840.21%0.28%0.40%Q4 2019Q3 202312
CLINTON GROUP INC 410.04%0.21%0.46%Q3 2013Q3 201712
HMS Capital Management, LLC 810.03%0.53%1.11%Q2 2019Q1 202212
INVESTMENT PARTNERS, LTD. 810.10%0.15%0.18%Q4 2017Q1 202312
Fullerton Fund Management Co Ltd. 1110.07%1.45%2.32%Q1 2020Q2 202312
SHINE INVESTMENT ADVISORY SERVICES INC 12120.02%0.04%0.05%Q4 2017Q3 202012
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 12120.19%0.25%0.36%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12121.58%1.68%1.86%Q2 2013Q1 201612
Harvest Fund Management Co., Ltd 750.00%0.00%0.01%Q2 2020Q3 202312
Orion Capital Management LLC 12120.48%0.61%0.68%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.16%0.46%0.68%Q4 2020Q3 202312
Elkfork Partners LLC 12120.03%0.05%0.09%Q4 2016Q3 201912
Waterfront Wealth Inc. 12120.34%0.53%0.92%Q4 2020Q3 202312
JT Stratford LLC 1110.08%0.27%0.51%Q2 2019Q2 202212
SOA Wealth Advisors, LLC. 12120.01%0.02%0.03%Q4 2020Q3 202312
GENERAL ELECTRIC CO 1110.01%0.01%0.02%Q2 2013Q2 201612
Bard Financial Services, Inc. 12120.12%0.19%0.34%Q4 2020Q3 202312
PartnerRe Asset Management CORP 12120.12%0.15%0.17%Q2 2013Q1 201612
Meadow Creek Investment Management LLC 12120.02%0.03%0.04%Q4 2016Q3 201912
Donald L. Hagan, LLC 660.45%0.71%1.04%Q4 2018Q3 202312
Glen Harbor Capital Management LLC 12120.02%0.04%0.06%Q4 2016Q3 201912
Flinton Capital Management LLC 12120.02%0.03%0.05%Q4 2016Q3 201912
First National Bank of Hutchinson 12120.07%0.34%0.56%Q4 2020Q3 202312
Meridian Wealth Management, LLC 12120.02%0.06%0.10%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.03%0.04%0.07%Q4 2018Q3 202112
Mayflower Financial Advisors, LLC 12120.11%0.13%0.17%Q4 2020Q3 202312
Ironwood Investment Counsel, LLC 12120.06%0.09%0.21%Q4 2020Q3 202312
EVERMAY WEALTH MANAGEMENT LLC 12120.05%0.06%0.08%Q4 2020Q3 202312
TD Securities (USA) LLC 12120.09%0.21%0.25%Q2 2013Q1 201612
Lenox Wealth Advisors, LLC 410.00%0.00%0.01%Q3 2013Q1 202212
VeraBank, N.A. 12120.21%0.33%0.44%Q4 2020Q3 202312
Hartford Financial Management Inc. 12120.02%0.03%0.04%Q1 2017Q4 201912
Soltis Investment Advisors LLC 1110.03%0.13%0.18%Q4 2019Q4 202212
Jackson Hole Capital Partners, LLC 12120.07%0.09%0.10%Q4 2020Q3 202312
RITHOLTZ WEALTH MANAGEMENT 12120.02%0.06%0.14%Q4 2020Q3 202312
Sargent Investment Group, LLC 1110.06%0.08%0.11%Q2 2019Q3 202312
BEACON INVESTMENT ADVISORY SERVICES, INC. 750.01%0.02%0.04%Q3 2017Q3 202312
CSat Investment Advisory, L.P. 12120.00%0.02%0.05%Q2 2018Q1 202112
GSA CAPITAL PARTNERS LLP 310.01%0.05%0.10%Q4 2013Q2 202312
PREMIER ASSET MANAGEMENT LLC 1020.17%0.88%3.52%Q3 2013Q4 202212
KANALY TRUST CO 12120.00%0.00%0.00%Q1 2014Q4 201612
ALPS ADVISORS INC 610.00%0.02%0.05%Q4 2017Q3 202312
IBERIABANK CORP 12120.11%0.30%0.70%Q3 2017Q2 202012
Visionary Wealth Advisors 12120.02%0.03%0.04%Q3 2020Q2 202312
Valmark Advisers, Inc. 12120.02%0.02%0.02%Q4 2020Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.64%0.86%1.10%Q4 2018Q3 202112
Boltwood Capital Management 12120.17%0.20%0.22%Q1 2021Q4 202312
PERSONAL CFO SOLUTIONS, LLC 12120.06%0.09%0.11%Q4 2020Q3 202312
GUYASUTA INVESTMENT ADVISORS INC 12120.02%0.02%0.03%Q4 2020Q3 202312
Institute for Wealth Management, LLC. 12120.04%0.06%0.08%Q4 2020Q3 202312
Disciplina Capital Management LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
AIA Group Ltd 12120.03%0.12%0.23%Q4 2020Q3 202312
VisionPoint Advisory Group, LLC 12120.04%0.51%1.05%Q4 2020Q3 202312
Crestwood Advisors Group, LLC 810.01%0.01%0.01%Q1 2017Q3 202312
Prana Capital Management, LP 510.04%2.53%4.98%Q3 2018Q3 202312
Leonard Rickey Investment Advisors P.L.L.C. 610.09%0.13%0.18%Q4 2017Q4 202112
LITTLE HOUSE CAPITAL LLC 910.11%0.66%1.17%Q4 2018Q2 202312
UNIVERSITY OF NOTRE DAME DU LAC 411.37%2.38%3.71%Q2 2017Q3 202112
Newbridge Financial Services Group, Inc. 12120.04%0.09%0.12%Q3 2020Q2 202312
Hudson Canyon Capital Management 12121.37%1.53%1.75%Q4 2020Q3 202312
Legato Capital Management LLC 12120.14%0.48%0.68%Q2 2020Q1 202312
MEMBERS CAPITAL ADVISORS INC 1111.19%1.71%2.29%Q4 2019Q1 202312
Welch Group, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
DUALITY ADVISERS, LP 510.08%0.29%0.58%Q1 2019Q3 202312
Braun-Bostich & Associates Inc. 1020.20%0.44%0.64%Q2 2018Q2 202312
PATTON ALBERTSON MILLER GROUP, LLC 12120.04%0.10%0.14%Q2 2019Q1 202212
CALTON & ASSOCIATES, INC. 1020.05%0.07%0.20%Q4 2017Q4 202112
Eudaimonia Partners, LLC 820.03%0.42%0.77%Q4 2019Q1 202312
Salvus Wealth Management, LLC 12120.80%0.91%1.03%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.06%0.07%Q4 2018Q3 202112
Berman Capital Advisors, LLC 12120.02%0.04%0.08%Q4 2018Q3 202112
Elo Mutual Pension Insurance Co 12120.24%0.27%0.31%Q4 2020Q3 202312
CreativeOne Wealth, LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.65%0.83%1.13%Q2 2013Q1 201612
NewEdge Wealth, LLC 12120.02%0.23%0.64%Q4 2020Q3 202312
Concord Wealth Partners 12120.09%0.14%0.24%Q4 2020Q3 202312
MARVIN & PALMER ASSOCIATES INC 811.20%3.76%6.18%Q2 2013Q4 202112
WoodTrust Financial Corp 910.04%0.09%0.12%Q4 2017Q2 202212
EXCHANGE TRADED CONCEPTS, LLC 1110.00%0.02%0.12%Q3 2020Q4 202312
MOSELEY INVESTMENT MANAGEMENT INC 1020.17%0.18%0.22%Q2 2020Q3 202312
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12120.04%0.08%0.11%Q4 2020Q3 202312
K2 PRINCIPAL FUND, L.P. 810.03%0.69%5.54%Q3 2015Q4 201712
Horan Securities, Inc. 750.01%0.01%0.02%Q2 2020Q2 202312
HRT FINANCIAL LP 210.02%0.32%0.90%Q3 2015Q3 202312
MONTRUSCO BOLTON INVESTMENTS INC. 12120.56%2.05%3.24%Q4 2018Q3 202112
MTM Investment Management, LLC 12120.27%0.39%0.51%Q4 2020Q3 202312
Castellan Group 12120.72%1.20%1.55%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.87%1.00%1.11%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.03%0.11%0.20%Q2 2013Q1 201612
DCM Advisors, LLC 12120.21%0.50%1.11%Q4 2020Q3 202312
Tufton Capital Management 610.03%0.04%0.05%Q1 2019Q1 202311
Pinnacle Summer Investments, Inc. 11110.00%0.00%0.01%Q2 2013Q4 201511
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.85%1.89%2.90%Q2 2013Q4 201511
NATIONAL INVESTMENT SERVICES INC /WI 11112.18%2.65%3.00%Q2 2013Q4 201511
Grisanti Capital Management LLC 11113.14%4.56%7.16%Q2 2013Q4 201511
CAPITAL COUNSEL LLC/NY 11110.01%0.01%0.02%Q2 2013Q4 201511
Lloyds Banking Group plc 11110.21%1.45%3.38%Q2 2013Q4 201511
ENDEAVOUR CAPITAL ADVISORS INC 920.48%0.85%1.73%Q4 2014Q3 201811
CURIAN CAPITAL LLC 11110.29%0.35%0.44%Q2 2013Q4 201511
BOENNING & SCATTERGOOD, INC. 11110.23%0.27%0.30%Q2 2020Q4 202211
MARTINGALE ASSET MANAGEMENT L P 920.01%0.26%0.59%Q4 2017Q3 202211
Hills Bank & Trust Co 11110.12%0.15%0.17%Q1 2021Q3 202311
Nuveen Fund Advisors, LLC 11110.30%0.71%2.29%Q2 2016Q4 201811
Weil Company, Inc. 610.07%0.12%0.14%Q3 2019Q3 202311
ATHERTON LANE ADVISERS, LLC 11111.35%1.55%1.66%Q2 2013Q4 201511
Independent Portfolio Consultants, Inc. 11110.00%0.17%0.33%Q4 2014Q2 201711
MCDONALD PARTNERS LLC 740.24%0.30%0.37%Q4 2020Q3 202311
BANK OF NOVA SCOTIA TRUST CO 910.00%0.05%0.07%Q3 2015Q3 202311
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 11110.02%0.03%0.04%Q1 2021Q3 202311
Grantham, Mayo, Van Otterloo & Co. LLC 1010.01%0.03%0.05%Q2 2013Q1 202111
Mitsubishi UFJ Securities Holdings Co., Ltd. 810.01%0.04%0.11%Q1 2015Q3 201811
Taylor, Cottrill LLC 11112.44%2.55%2.66%Q2 2013Q4 201511
Artisan Partners Limited Partnership 11110.08%0.15%0.20%Q3 2019Q1 202211
AGF Investments LLC 740.00%0.06%0.15%Q1 2018Q4 202011
RiverPark Advisors, LLC 11110.14%0.81%1.73%Q1 2016Q3 201811
Hoxton Financial, Inc. 11110.01%0.03%0.05%Q2 2013Q4 201511
Cohen Capital Management, Inc. 740.04%0.05%0.05%Q4 2020Q3 202311
BHF Kleinwort Benson Group S.A. 11110.09%1.18%1.69%Q3 2013Q1 201611
ARGI Investment Services, LLC 11110.01%0.02%0.03%Q2 2020Q4 202211
Magellan Asset Management Ltd 620.00%0.00%0.00%Q3 2019Q3 202311
BANK HAPOALIM BM 11110.02%0.22%0.41%Q3 2020Q1 202311
Ohio National Investments, Inc. 11110.17%0.18%0.19%Q2 2013Q4 201511
LifePlan Financial Group, Inc 11110.00%0.00%0.01%Q1 2018Q3 202011
EFG Asset Management (Americas) Corp. 11110.10%0.21%0.32%Q1 2021Q3 202311
AHL Partners LLP 740.02%0.16%0.28%Q3 2014Q4 201711
Vantage Investment Advisors, LLC 11110.00%0.18%0.98%Q1 2016Q3 201811
B. Riley Wealth Management, Inc. 11110.02%0.06%0.11%Q4 2019Q2 202211
TOCQUEVILLE ASSET MANAGEMENT L.P. 810.00%0.00%0.01%Q4 2013Q2 202311
RIVERPARK CAPITAL MANAGEMENT LLC 11111.26%1.66%2.74%Q1 2016Q3 201811
Garde Capital, Inc. 610.17%0.26%0.34%Q4 2014Q4 201811
One River Asset Management, LLC 440.01%0.10%0.21%Q4 2022Q3 202311
Elite Wealth Management, Inc. 530.01%0.18%0.58%Q1 2015Q2 202311
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 830.05%2.24%3.29%Q4 2014Q3 202311
NIXON PEABODY TRUST CO 11110.56%1.15%1.42%Q1 2021Q3 202311
Bison Wealth, LLC 510.08%0.14%0.17%Q2 2019Q3 202311
Bruderman Asset Management, LLC 810.00%0.01%0.02%Q1 2015Q1 201911
Teza Capital Management LLC 310.06%0.32%0.96%Q4 2016Q2 202311
Renasant Bank 650.15%0.25%0.39%Q4 2020Q3 202311
Terra Nova Asset Management LLC 11111.28%1.52%1.76%Q1 2021Q3 202311
Cribstone Capital Management, LLC 810.00%0.01%0.02%Q2 2016Q2 202211
LA FINANCIERE DE L'ECHIQUIER 741.23%3.31%6.18%Q1 2016Q4 202011
Vivaldi Capital Management LP 11110.06%0.07%0.09%Q2 2020Q4 202211
AMICA PENSION FUND BOARD OF TRUSTEES 11110.21%0.24%0.27%Q2 2013Q4 201511
CONCENTRIC WEALTH MANAGEMENT, LLC 1010.07%0.13%0.21%Q4 2019Q4 202211
KCS Wealth Advisory 740.39%0.64%0.75%Q4 2017Q3 202311
United Bank 11110.32%0.49%0.61%Q1 2021Q3 202311
Gillson Capital LP 410.07%1.40%2.75%Q2 2017Q3 202311
Holocene Advisors, LP 620.00%0.02%0.04%Q4 2017Q2 202211
Avestar Capital, LLC 740.04%0.12%0.25%Q4 2017Q3 202311
Stamos Capital Partners, L.P. 420.15%0.93%1.53%Q4 2018Q3 202311
Quantamental Technologies LLC 910.17%0.43%1.07%Q4 2019Q2 202311
Sage Capital Advisors,llc 11111.11%1.29%1.52%Q2 2017Q4 201911
TRUEWEALTH LLC 11110.02%0.03%0.04%Q4 2017Q2 202011
Bell Bank 1010.03%0.34%0.60%Q3 2013Q2 202211
Wealthstreet Investment Advisors, LLC 430.02%0.04%0.07%Q4 2017Q1 202111
Ironvine Capital Partners, LLC 11110.14%0.17%0.19%Q2 2020Q4 202211
Poehling Capital Management, INC. 1010.08%0.54%1.06%Q4 2017Q4 202211
WEXFORD CAPITAL LP 990.08%0.19%0.51%Q2 2013Q2 201511
CNB Bank 1010.00%0.01%0.05%Q4 2020Q3 202311
ExodusPoint Capital Management, LP 310.01%0.07%0.20%Q1 2019Q3 202311
Blue Chip Wealth Management, Inc. 11112.22%2.58%3.27%Q1 2018Q3 202011
Nachman Norwood & Parrott, Inc 11110.04%0.05%0.06%Q4 2018Q2 202111
MACRO Consulting Group 11111.20%1.45%1.63%Q4 2018Q2 202111
Main Street Financial Solutions, LLC 920.04%0.05%0.07%Q4 2020Q3 202311
Shulman DeMeo Asset Management LLC 830.09%0.10%0.14%Q4 2020Q3 202311
Aspire Private Capital, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
GYL FINANCIAL SYNERGIES, LLC 11110.04%0.17%0.50%Q1 2021Q3 202311
Strategic Blueprint, LLC 1010.02%0.04%0.05%Q3 2019Q3 202311
MIROVA 830.02%0.05%0.11%Q4 2018Q4 202211
EAGLE ASSET MANAGEMENT INC 11110.37%0.65%0.83%Q1 2021Q3 202311
Marcum Wealth, LLC 11110.06%0.08%0.09%Q1 2021Q3 202311
HOEY INVESTMENTS, INC 11110.01%0.11%0.18%Q1 2021Q3 202311
Birch Capital Management, LLC 11110.02%0.14%0.24%Q1 2021Q3 202311
PFG Private Wealth Management, LLC 11110.03%0.11%0.22%Q1 2021Q3 202311
Symphony Financial, Ltd. Co. 11110.09%0.47%0.69%Q1 2021Q3 202311
Secure Asset Management, LLC 810.07%0.13%0.21%Q4 2019Q3 202311
Capital Advisory Group Advisory Services, LLC 11110.00%0.04%0.17%Q2 2018Q4 202011
First Pacific Financial 11110.31%0.39%0.45%Q1 2021Q3 202311
Royal Fund Management, LLC 1010.00%0.00%0.01%Q2 2017Q1 202011
Aaron Wealth Advisors LLC 11110.01%0.13%0.22%Q1 2021Q3 202311
Northstar Advisory Group, LLC 830.24%0.52%1.20%Q4 2020Q3 202311
Navalign, LLC 11110.41%0.50%0.62%Q1 2021Q3 202311
44 WEALTH MANAGEMENT LLC 11110.10%0.15%0.38%Q4 2020Q2 202311
GoalVest Advisory LLC 830.02%0.28%0.84%Q4 2020Q4 202311
TMD Wealth Management, LLC 920.06%0.15%0.23%Q4 2020Q3 202311
McClarren Financial Advisors, Inc. 650.01%0.01%0.01%Q4 2020Q3 202311
Connolly Sarah T. 11110.65%0.89%1.06%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.97%1.17%1.46%Q1 2021Q3 202311
Spire Wealth Management 11110.05%0.22%0.43%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.36%0.57%0.73%Q1 2021Q3 202311
NFJ INVESTMENT GROUP, LLC 11110.08%0.34%0.63%Q1 2021Q3 202311
Newport Capital Group, LLC 920.25%0.48%0.56%Q4 2020Q3 202311
UNIVEST FINANCIAL Corp 10100.15%1.09%1.85%Q2 2021Q3 202310
D.B. Root & Company, LLC 820.10%0.19%0.38%Q1 2018Q2 202210
Stokes & Hubbell Capital Management, LLC 10100.06%0.14%0.36%Q4 2016Q1 201910
Intellectus Partners, LLC 520.00%0.04%0.10%Q2 2017Q1 202110
Jacobus Wealth Management, Inc. 710.03%0.04%0.06%Q2 2013Q1 201610
American Research & Management Co. 910.00%0.19%0.53%Q4 2017Q3 202210
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 10100.15%0.21%0.24%Q2 2013Q3 201510
KB FINANCIAL PARTNERS, LLC 820.00%0.01%0.02%Q1 2021Q3 202310
Blueprint Investment Partners LLC 640.05%0.24%0.36%Q3 2020Q2 202310
10-15 ASSOCIATES, INC. 810.33%0.48%0.56%Q2 2013Q1 201610
Compass Ion Advisors, LLC 640.04%0.08%0.11%Q4 2020Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.02%0.75%2.12%Q2 2013Q3 201510
STEWART & PATTEN CO LLC 10100.04%0.05%0.06%Q1 2017Q2 201910
AFFINITY INVESTMENT ADVISORS, LLC 730.04%0.47%1.53%Q1 2014Q1 202110
Israel Discount Bank of New York 910.23%0.28%0.33%Q1 2021Q3 202310
Blueshift Asset Management, LLC 310.06%0.31%0.70%Q1 2019Q3 202310
Baillie Gifford 10100.00%0.00%0.00%Q4 2020Q1 202310
Taylor Hoffman Wealth Management 910.05%0.06%0.08%Q4 2017Q2 202010
Squar Milner Financial Services LLC 10100.00%0.11%0.28%Q4 2017Q1 202010
INGALLS & SNYDER LLC 10100.01%0.03%0.05%Q2 2016Q3 201810
BOOTHBAY FUND MANAGEMENT, LLC 310.01%0.02%0.05%Q2 2017Q2 202310
Highland Private Wealth Management 10100.05%0.06%0.07%Q2 2020Q3 202210
StoneX Group Inc. 710.06%0.14%0.33%Q2 2017Q3 202210
Silverleafe Capital Partners, LLC 10101.55%2.31%3.31%Q2 2020Q3 202210
GFG Capital, LLC 10100.12%0.15%0.18%Q2 2020Q3 202210
ARGENT TRUST COMPANY, N.A. 10100.30%0.47%0.73%Q2 2013Q3 201510
Rosenbaum Jay D. 10100.96%1.25%1.70%Q2 2021Q3 202310
Bank of New Hampshire 10100.09%0.11%0.15%Q2 2021Q3 202310
GeoWealth Management, LLC 910.02%0.05%0.12%Q2 2020Q4 202210
Deseret Mutual Benefit Administrators 10100.06%0.06%0.12%Q2 2021Q3 202310
JACKSON SQUARE CAPITAL, LLC 10100.01%0.09%0.16%Q4 2019Q1 202210
RONALD BLUE & CO LLC 10100.00%0.04%0.06%Q2 2013Q3 201510
GARCIA HAMILTON & ASSOCIATES LP/DE 10102.55%2.86%3.08%Q2 2013Q3 201510
BANCED CORP 910.36%0.55%0.76%Q2 2013Q1 201810
Omnia Family Wealth, LLC 10100.00%0.00%0.01%Q4 2016Q1 201910
Bellwether Advisors, LLC 10100.03%0.05%0.19%Q4 2020Q1 202310
Timber Hill LLC 510.00%0.02%0.14%Q2 2013Q1 201810
Amundi 10100.16%0.20%0.26%Q2 2021Q3 202310
Moreno Evelyn V 10100.70%1.24%1.79%Q2 2021Q3 202310
Accurate Wealth Management, LLC 10100.14%0.20%0.26%Q2 2021Q3 202310
Select Equity Group, L.P. 10100.19%0.20%0.25%Q4 2013Q1 201610
Minot Wealth Management LLC 10100.12%0.31%0.36%Q4 2019Q1 202210
BELLEVUE ASSET MANAGEMENT, LLC 10100.01%0.02%0.03%Q4 2019Q1 202210
SII INVESTMENTS INC/WI 820.02%0.03%0.05%Q4 2013Q4 201710
OPSEU Pension Plan Trust Fund 10100.18%0.26%0.40%Q2 2020Q3 202210
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.02%Q1 2021Q3 202310
Empowered Funds, LLC 10100.04%0.07%0.08%Q2 2021Q3 202310
CFM WEALTH PARTNERS LLC 730.01%0.07%0.15%Q4 2019Q3 202310
Intersect Capital LLC 10100.08%0.11%0.18%Q1 2020Q2 202210
Moser Wealth Advisors, LLC 640.01%0.18%0.85%Q4 2019Q3 202210
BlueSpruce Investments, LP 10105.57%10.38%14.53%Q1 2014Q2 201610
Itau Unibanco Holding S.A. 410.00%0.04%0.20%Q3 2017Q1 202310
San Luis Wealth Advisors LLC 910.10%1.00%2.52%Q4 2020Q3 202310
SMITH CHAS P & ASSOCIATES PA CPAS 10100.02%0.03%0.04%Q1 2021Q2 202310
Summit Financial, LLC 10100.03%0.10%0.15%Q2 2021Q3 202310
Kozak & Associates, Inc. 910.16%0.26%0.38%Q4 2020Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.06%0.09%0.18%Q4 2020Q3 202310
MCRAE CAPITAL MANAGEMENT INC 610.06%0.07%0.10%Q4 2017Q1 202210
Kerrisdale Advisers, LLC 10100.08%2.45%4.91%Q4 2020Q1 202310
Redwood Investments, LLC 10100.02%1.14%2.21%Q1 2014Q2 201610
Lionsbridge Wealth Management LLC 10101.05%1.51%1.74%Q4 2019Q1 202210
Journey Advisory Group, LLC 10100.04%0.72%1.03%Q4 2020Q1 202310
Evolution Wealth Advisors, LLC 610.00%0.01%0.02%Q4 2018Q3 202110
River Wealth Advisors LLC 730.02%0.17%0.36%Q2 2018Q3 202310
Peloton Wealth Strategists 10100.29%0.96%2.01%Q2 2013Q3 201510
Hudson Bay Capital Management LP 310.01%0.09%0.20%Q2 2017Q3 202310
Sowell Financial Services LLC 710.00%0.02%0.07%Q4 2016Q1 202310
WBI INVESTMENTS, LLC 510.16%0.58%1.89%Q3 2013Q4 202110
HARTWELL J M LIMITED PARTNERSHIP 10100.06%0.07%0.08%Q2 2013Q3 201510
SUMMIT FINANCIAL GROUP, INC. 910.07%0.33%0.48%Q2 2017Q4 202110
HBK INVESTMENTS L P 410.00%0.09%0.34%Q4 2013Q2 202310
K.J. Harrison & Partners Inc 640.06%0.19%0.42%Q3 2014Q2 201810
Capital Directions Investment Advisors, LLC 510.00%0.01%0.02%Q4 2019Q4 202210
Jolley Asset Management, LLC 10100.10%0.13%0.15%Q1 2016Q2 201810
ARGENT TRUST Co 10100.33%0.48%0.68%Q4 2015Q1 201810
Lumature Wealth Partners, LLC 10100.36%0.42%0.50%Q1 2021Q2 202310
West Financial Advisors, LLC 820.00%0.04%0.05%Q4 2020Q3 202310
WORLDQUANT MILLENNIUM ADVISORS LLC 520.01%0.10%0.34%Q1 2020Q3 202310
Mount Yale Investment Advisors, LLC 910.01%0.09%0.14%Q1 2018Q3 202310
Beacon Pointe Advisors, LLC 10100.03%0.06%0.15%Q2 2021Q3 202310
NorthRock Partners, LLC 10100.02%0.05%0.08%Q2 2021Q3 202310
Point72 Europe (London) LLP 550.34%3.93%13.52%Q4 2019Q3 202310
BARING ASSET MANAGEMENT Ltd 10100.52%0.81%1.02%Q3 2014Q4 201610
JACOBSON & SCHMITT ADVISORS, LLC 910.06%0.19%0.26%Q1 2017Q1 202210
Waverly Advisors, LLC 410.01%0.11%0.31%Q4 2013Q3 202310
HS Management Partners, LLC 421.35%2.83%4.34%Q2 2013Q3 202310
Sather Financial Group Inc 910.03%0.07%0.44%Q4 2019Q3 202310
Farmers & Merchants Trust Co of Long Beach 10100.12%0.14%0.18%Q2 2021Q3 202310
Castleview Partners, LLC 810.00%0.06%0.25%Q1 2018Q3 202310
Freedom Day Solutions, LLC 10100.09%0.15%0.21%Q1 2021Q2 202310
Matterhorn Capital Management, LLC 10101.48%1.70%1.89%Q2 2013Q3 201510
GPS Wealth Strategies Group, LLC 730.03%0.04%0.06%Q1 2021Q3 202310
Winslow Capital Management, LLC 991.01%1.48%1.85%Q2 2013Q2 20159
Daiwa SB Investments Ltd. 630.23%1.18%2.16%Q2 2013Q3 20159
Wolf Group Capital Advisors 990.22%0.37%0.57%Q3 2021Q3 20239
Westover Capital Advisors, LLC 630.31%1.45%2.09%Q2 2013Q3 20189
Legacy Private Trust Co. 990.06%0.18%0.32%Q3 2021Q3 20239
NATIONAL PLANNING CORP 610.00%0.02%0.05%Q4 2014Q3 20179
Laurel Wealth Advisors, Inc. 510.04%0.07%0.13%Q1 2017Q4 20229
Fort Point Capital Partners LLC 410.03%0.07%0.13%Q4 2017Q3 20239
NVWM, LLC 990.02%0.02%0.03%Q4 2020Q4 20229
NewFocus Financial Group, LLC 991.08%1.23%1.47%Q4 2018Q4 20209
GFI Investment Counsel Ltd. 999.70%11.11%12.48%Q4 2016Q4 20189
Genesee Capital Advisors, LLC 330.52%0.63%0.78%Q3 2020Q3 20239
Kathmere Capital Management, LLC 720.01%0.04%0.07%Q3 2020Q3 20239
BECK MACK & OLIVER LLC 610.01%0.01%0.01%Q4 2014Q1 20199
Costello Asset Management, INC 990.01%0.01%0.02%Q3 2021Q3 20239
BESSEMER SECURITIES LLC 990.15%0.22%0.31%Q4 2018Q4 20209
MANNING & NAPIER ADVISORS LLC 990.05%0.98%1.38%Q3 2015Q3 20179
RiverGlades Family Offices LLC 990.19%0.25%0.31%Q1 2019Q1 20219
HOWLAND CAPITAL MANAGEMENT LLC 630.01%0.02%0.02%Q3 2017Q4 20219
WOLFF WIESE MAGANA LLC 720.00%0.00%0.00%Q2 2021Q3 20239
HANSEATIC MANAGEMENT SERVICES INC 990.00%0.01%0.01%Q2 2013Q2 20159
Strong Tower Advisory Services 990.55%0.63%0.74%Q3 2021Q3 20239
Cedar Wealth Management, LLC 810.00%0.01%0.02%Q2 2018Q3 20239
Constellation Wealth Advisors, LLC 990.04%0.04%0.04%Q2 2013Q2 20159
Ameritas Investment Company, LLC 420.02%0.07%0.27%Q4 2018Q3 20219
AGF INVESTMENTS INC. 810.00%0.01%0.02%Q3 2013Q4 20219
Summit X, LLC 810.11%0.29%0.38%Q2 2017Q3 20209
Integrated Wealth Management 990.52%0.59%0.76%Q1 2015Q1 20179
Herold Advisors, Inc. 990.29%0.45%0.66%Q3 2021Q3 20239
Gerstein Fisher 420.03%0.11%0.25%Q2 2013Q3 20169
Alera Investment Advisors, LLC 720.04%0.13%0.18%Q4 2018Q3 20239
FOSTER & MOTLEY INC 810.02%0.23%0.45%Q2 2013Q2 20239
CRA Financial Services, LLC 990.07%0.09%0.11%Q3 2021Q3 20239
TIAA, FSB 540.01%0.03%0.04%Q1 2018Q2 20239
MATHER GROUP, LLC. 540.01%0.01%0.02%Q1 2021Q3 20239
ASCEND CAPITAL, LLC 510.15%0.40%0.73%Q2 2013Q3 20189
Claraphi Advisory Network, LLC 810.02%0.09%0.14%Q3 2019Q4 20219
BOSTON ADVISORS LLC 990.01%0.01%0.02%Q3 2017Q3 20199
Dynamic Capital Management Ltd 410.06%0.24%0.50%Q2 2013Q2 20189
STEEL GROVE CAPITAL ADVISORS, LLC 990.08%0.11%0.16%Q4 2016Q4 20189
Boston Common Asset Management, LLC 990.02%0.02%0.02%Q4 2020Q4 20229
ICICI Prudential Asset Management Co Ltd 720.50%0.97%1.47%Q2 2017Q3 20239
Capital Financial Services, LLC 992.49%3.01%3.48%Q4 2020Q4 20229
Hillsdale Investment Management Inc. 990.00%0.00%0.00%Q3 2020Q3 20229
Commonwealth Financial Services, LLC 990.02%0.03%0.06%Q1 2015Q1 20179
Jackson Wealth Management, LLC 720.48%1.31%4.99%Q2 2015Q1 20229
CAHABA WEALTH MANAGEMENT, INC. 990.02%0.03%0.05%Q3 2021Q3 20239
Cerro Pacific Wealth Advisors LLC 810.43%0.57%0.76%Q4 2020Q1 20239
Eagle Bay Advisors LLC 630.05%0.09%0.18%Q2 2021Q3 20239
Accel Wealth Management 990.01%0.01%0.02%Q1 2021Q1 20239
Perpetual Investment Management Ltd 990.04%0.06%0.07%Q4 2020Q4 20229
CARDEROCK CAPITAL MANAGEMENT INC 990.40%0.61%0.81%Q3 2016Q3 20189
Burleson & Company, LLC 810.00%0.02%0.12%Q3 2018Q4 20229
GARLAND CAPITAL MANAGEMENT INC 632.14%2.69%3.17%Q3 2015Q4 20179
MBL Wealth, LLC 720.04%0.07%0.16%Q4 2020Q3 20239
Crosspoint Capital Strategies, LLC 990.34%0.61%1.08%Q4 2013Q4 20159
Badgley Phelps Wealth Managers, LLC 990.02%0.02%0.02%Q3 2021Q3 20239
Lebenthal Global Advisors, LLC 810.09%0.16%0.21%Q4 2020Q3 20239
FORTE CAPITAL LLC /ADV 990.84%1.03%1.13%Q3 2021Q3 20239
Intrua Financial, LLC 990.09%0.13%0.17%Q1 2021Q1 20239
Curi Wealth Management, LLC 810.04%0.08%0.13%Q4 2020Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.44%0.52%0.62%Q2 2013Q2 20159
PSI Advisors, LLC 510.00%0.01%0.06%Q4 2019Q3 20239
Siemens Fonds Invest GmbH 990.40%0.52%0.58%Q3 2021Q3 20239
CHURCHILL MANAGEMENT Corp 630.01%0.15%0.35%Q4 2014Q2 20189
Ausdal Financial Partners, Inc. 410.02%0.03%0.05%Q4 2015Q2 20239
CHILDRESS CAPITAL ADVISORS, LLC 990.07%0.11%0.17%Q4 2020Q4 20229
STUDIO INVESTMENT MANAGEMENT LLC 990.58%0.91%1.51%Q3 2021Q3 20239
Foundations Investment Advisors, LLC 610.01%0.03%0.04%Q2 2019Q3 20239
MAPLE SECURITIES USA INC 420.02%0.08%0.23%Q2 2013Q2 20159
Zhang Financial LLC 990.05%0.08%0.14%Q3 2021Q3 20239
UNITED BANK 991.14%1.47%1.74%Q3 2021Q3 20239
CAHILL FINANCIAL ADVISORS INC 810.00%0.17%0.20%Q4 2013Q3 20219
Essex Private Wealth Management, LLC 990.61%0.67%0.78%Q4 2019Q4 20219
Boit C F David 540.18%0.21%0.27%Q2 2021Q3 20239
CVA Family Office, LLC 720.02%0.04%0.07%Q1 2021Q2 20239
ETF MANAGERS GROUP, LLC 510.01%0.01%0.02%Q1 2016Q1 20219
TAURUS ASSET MANAGEMENT, LLC 630.02%0.03%0.05%Q4 2020Q2 20239
BRASADA CAPITAL MANAGEMENT, LP 720.12%0.18%0.30%Q4 2017Q3 20239
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 542.13%2.62%2.96%Q2 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.03%0.07%0.21%Q3 2021Q3 20239
MORGAN JESS S & CO INC 992.56%2.80%3.42%Q1 2020Q1 20229
Weiss Multi-Strategy Advisers LLC 410.01%0.14%0.40%Q2 2013Q1 20239
Armbruster Capital Management, Inc. 990.01%0.03%0.04%Q4 2015Q4 20179
Compton Wealth Advisory Group, LLC 990.29%0.46%0.55%Q4 2020Q4 20229
CORBETT ROAD CAPITAL MANAGEMENT, LLC 810.23%0.57%0.89%Q4 2019Q1 20229
OSSIAM 510.01%0.29%1.24%Q2 2020Q3 20239
WealthBridge Capital Management, LLC 720.00%0.09%0.13%Q4 2018Q1 20229
Telos Capital Management, Inc. 720.03%0.03%0.04%Q4 2020Q1 20239
Index Management Solutions, LLC 990.00%0.01%0.02%Q3 2013Q3 20159
Insight Advisors, LLC/ PA 990.16%0.26%0.42%Q4 2020Q4 20229
Quent Capital, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
PFS Partners, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Byrne Asset Management LLC 880.77%0.97%1.22%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.11%0.13%0.19%Q4 2021Q3 20238
Goodwin Investment Advisory 880.03%0.04%0.06%Q1 2021Q4 20228
Missouri Trust & Investment Co 880.06%0.10%0.15%Q4 2021Q3 20238
BAKER BOYER NATIONAL BANK 710.08%1.75%2.60%Q4 2013Q3 20238
B. Metzler seel. Sohn & Co. AG 881.26%1.50%2.36%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.01%0.01%0.02%Q4 2021Q3 20238
ASB Consultores, LLC 880.10%0.16%0.23%Q4 2021Q3 20238
Continuum Advisory, LLC 620.05%0.11%0.20%Q3 2017Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.03%0.04%0.05%Q1 2019Q4 20208
Mendel Capital Management LLC 880.37%0.50%0.70%Q4 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 880.81%1.52%2.21%Q4 2021Q3 20238
Railway Pension Investments Ltd 620.11%0.14%0.29%Q1 2020Q1 20228
O'ROURKE & COMPANY, Inc 880.52%0.85%1.28%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.14%0.16%0.18%Q4 2021Q3 20238
CENTAURUS FINANCIAL, INC. 610.01%0.04%0.06%Q2 2018Q3 20238
Mechanics Financial Corp 880.67%0.74%0.84%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.23%0.24%0.26%Q2 2013Q1 20158
Rainsberger Wealth Advisors, Inc. 880.42%0.54%0.69%Q4 2021Q3 20238
Capital Advisors Wealth Management, LLC 880.06%0.07%0.08%Q2 2021Q1 20238
Raleigh Capital Management Inc. 880.27%0.32%0.52%Q4 2021Q3 20238
KLK CAPITAL MANAGEMENT LLC 530.75%0.88%1.02%Q3 2021Q3 20238
Schechter Investment Advisors, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
Perennial Advisors, LLC 310.02%0.04%0.06%Q4 2016Q1 20238
Segment Wealth Management, LLC 620.04%0.44%0.78%Q1 2018Q1 20228
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 530.01%0.05%0.07%Q2 2017Q3 20198
Lowe Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
Crew Capital Management, Ltd. 530.20%0.24%0.33%Q1 2021Q2 20238
RPg Family Wealth Advisory, LLC 410.03%0.05%0.06%Q1 2016Q1 20198
LWM Advisory Services, LLC 880.64%0.78%0.96%Q4 2021Q3 20238
Alterity Financial Group, LLC 610.79%0.90%1.02%Q1 2021Q3 20238
Winfield Associates, Inc. 880.01%0.02%0.04%Q1 2016Q4 20178
Stephens Consulting, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Gary Goldberg Planning Services Inc 880.01%0.02%0.04%Q1 2013Q4 20148
Forum Financial Management, LP 880.02%0.03%0.05%Q4 2021Q3 20238
Doyle Wealth Management 610.02%0.03%0.04%Q4 2018Q1 20228
Pegasus Partners Ltd. 880.08%0.18%0.31%Q4 2019Q3 20218
First PREMIER Bank 710.00%0.00%0.01%Q4 2018Q4 20228
Zullo Investment Group, Inc. 880.16%0.17%0.20%Q4 2021Q3 20238
Industrial Alliance Investment Management Inc. 880.21%0.52%0.74%Q4 2021Q3 20238
Covestor Ltd 880.02%0.04%0.06%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.06%0.09%0.14%Q4 2021Q3 20238
BFSG, LLC 881.32%1.54%1.78%Q1 2017Q4 20188
Lomas Capital Management, LLC 510.82%2.37%3.66%Q1 2015Q1 20198
EverSource Wealth Advisors, LLC 880.03%0.09%0.18%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.02%0.02%0.02%Q4 2021Q3 20238
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 420.02%0.08%0.23%Q4 2013Q4 20228
Baader Bank Aktiengesellschaft 880.06%0.12%0.32%Q4 2021Q3 20238
Camarda Financial Advisors, LLC 610.00%0.29%1.20%Q4 2013Q2 20198
Angeles Investment Advisors, LLC 440.02%0.03%0.06%Q3 2021Q3 20238
Weatherstone Capital Management 880.06%0.20%0.30%Q2 2017Q1 20198
Artemis Investment Management LLP 880.07%0.26%0.43%Q4 2019Q3 20218
American Trust 880.23%0.28%0.41%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.04%Q4 2021Q3 20238
Absolute Return Capital, LLC 880.01%0.12%0.18%Q2 2013Q1 20158
Objective Capital Management, LLC 880.24%0.26%0.31%Q4 2021Q3 20238
Kolinsky Wealth Management, LLC 880.43%0.47%0.54%Q4 2021Q3 20238
Wagner Wealth Management, LLC 420.00%0.02%0.03%Q2 2018Q3 20228
Wedmont Private Capital 880.10%0.14%0.18%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.17%0.24%0.36%Q4 2021Q3 20238
Martin Capital Advisors, LLP 881.24%1.46%1.71%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.20%0.22%0.23%Q4 2014Q3 20168
Red Cedar Capital, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Highview Capital Management LLC/DE/ 880.54%0.80%1.29%Q4 2021Q3 20238
55I, LLC 710.01%0.01%0.02%Q3 2020Q3 20228
Powers Advisory Group, LLC 880.23%0.26%0.29%Q4 2021Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 880.17%0.22%0.30%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.05%0.10%0.17%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.03%0.04%0.08%Q4 2021Q3 20238
ATALANTA SOSNOFF CAPITAL, LLC 410.01%0.15%0.56%Q3 2016Q2 20238
CarsonAllaria Wealth Management, Ltd. 880.17%0.18%0.20%Q4 2021Q3 20238
NORTHSTAR CAPITAL MANAGEMENT LLC 880.08%0.10%0.15%Q4 2017Q3 20198
JCIC Asset Management Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
Secrest Blakey & Associates, LLC 880.47%1.24%2.10%Q4 2018Q3 20208
Amplius Wealth Advisors, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
WESPAC Advisors, LLC 530.98%1.24%1.58%Q4 2014Q4 20218
Highstreet Asset Management Inc. 880.02%0.05%0.08%Q1 2018Q4 20198
Prime Capital Investment Advisors, LLC 510.00%0.03%0.05%Q2 2020Q3 20238
Integrity Financial Corp /WA 880.24%0.28%0.33%Q4 2021Q3 20238
DRW Securities, LLC 210.01%0.02%0.09%Q4 2017Q3 20238
Gyrus Investment Management Inc. 880.86%1.24%1.87%Q2 2013Q1 20158
RED CEDAR INVESTMENT MANAGEMENT, LLC 880.10%0.30%0.36%Q2 2020Q1 20228
Lenox Wealth Management, Inc. 710.00%0.11%0.30%Q2 2018Q2 20208
BlueCrest Capital Management Ltd 310.01%0.07%0.24%Q3 2014Q1 20228
Atom Investors LP 430.00%0.19%0.42%Q1 2020Q3 20238
Wealthquest Corp 620.03%0.04%0.04%Q4 2020Q1 20238
Washington Trust Advisors, Inc. 880.01%0.07%0.12%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.50%0.57%0.63%Q4 2021Q3 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 881.97%2.33%2.78%Q4 2021Q3 20238
Distillate Capital Partners LLC 410.94%1.33%2.94%Q4 2020Q3 20238
FORA Capital, LLC 410.00%0.39%0.85%Q3 2020Q3 20238
PFM Health Sciences, LP 210.40%1.13%1.99%Q1 2013Q4 20188
ROCKEFELLER FINANCIAL SERVICES INC 510.00%0.01%0.03%Q1 2015Q4 20178
GANTZERT INVESTMENT CO LLC /ADV 882.05%2.27%2.56%Q4 2018Q3 20208
NATIONAL BANK OF CANADA /FI/ 880.05%0.08%0.14%Q4 2021Q3 20238
Yellowstone Partners, LLC 880.13%0.25%0.31%Q4 2013Q3 20158
Centric Wealth Management 530.06%0.08%0.11%Q4 2020Q2 20238
Andesa Financial Management Inc. 530.09%0.18%0.28%Q1 2021Q1 20238
DMC Group, LLC 880.35%0.52%0.74%Q4 2021Q3 20238
COMERICA SECURITIES INC 880.13%0.15%0.17%Q1 2017Q4 20188
Quantinno Capital Management LP 710.03%0.13%0.53%Q4 2018Q3 20238
NorthCrest Asset Manangement, LLC 880.65%0.77%1.12%Q4 2021Q3 20238
Beach Investment Management, LLC. 881.56%2.12%2.70%Q2 2013Q1 20158
Baldrige Asset Management LLC 880.02%0.02%0.03%Q2 2021Q1 20238
IBEX WEALTH ADVISORS 530.14%0.62%1.65%Q4 2016Q4 20218
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
GROUP ONE TRADING, L.P. 510.00%0.01%0.02%Q4 2020Q2 20238
Private Advisory Group LLC 880.06%0.08%0.09%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 880.45%0.60%0.68%Q2 2013Q1 20158
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 880.05%0.10%0.23%Q3 2021Q2 20238
W ADVISORS, LLC 880.29%0.33%0.37%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.10%0.12%0.16%Q2 2013Q1 20158
Liberty Capital Management, Inc. 880.26%0.42%0.57%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.10%0.12%0.15%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.09%0.11%0.13%Q3 2021Q2 20238
Allspring Global Investments Holdings, LLC 880.03%0.06%0.08%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.02%0.03%Q3 2021Q3 20238
KEMPER Corp 880.49%0.59%0.67%Q2 2013Q1 20158
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
INVESTMENT CENTERS OF AMERICA INC 880.02%0.03%0.04%Q4 2015Q3 20178
GLENVIEW STATE BANK TRUST DEPT. 880.18%0.23%0.28%Q3 2019Q2 20218
River Road Asset Management, LLC 710.01%0.97%1.38%Q2 2013Q4 20188
Trail Ridge Investment Advisors, LLC 880.93%1.13%1.41%Q4 2021Q3 20238
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 440.08%0.11%0.16%Q2 2021Q3 20238
STONNINGTON GROUP, LLC 440.07%0.08%0.14%Q1 2021Q1 20238
Lindenwold Advisors, INC 881.15%1.37%1.60%Q4 2021Q3 20238
BALASA DINVERNO & FOLTZ LLC 880.02%0.02%0.03%Q4 2020Q3 20228
GRANDFIELD & DODD, LLC 440.02%0.02%0.02%Q3 2021Q3 20238
HIGH POINTE CAPITAL MANAGEMENT LLC 880.86%1.46%2.48%Q3 2014Q2 20168
Metis Global Partners, LLC 880.21%0.26%0.33%Q4 2021Q3 20238
CANTILLON CAPITAL MANAGEMENT LLC 880.62%1.96%2.63%Q4 2021Q3 20238
Core Alternative Capital 880.06%0.16%0.31%Q4 2021Q3 20238
WRAPMANAGER INC 510.06%0.11%0.14%Q4 2018Q3 20238
TCW GROUP INC 880.05%0.08%0.08%Q2 2013Q1 20158
ALPINE WOODS CAPITAL INVESTORS, LLC 880.08%0.11%0.12%Q4 2020Q3 20228
CenterBook Partners LP 880.27%0.71%1.13%Q4 2021Q3 20238
WESTFIELD CAPITAL MANAGEMENT CO LP 710.03%0.04%0.04%Q2 2020Q1 20238
Sageworth Trust Co of South Dakota 881.22%1.47%2.00%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.51%0.55%0.62%Q2 2013Q1 20158
ASPIRIANT HOLDINGS S3, LLC 880.18%0.26%0.35%Q1 2014Q4 20158
DOCK STREET ASSET MANAGEMENT INC 880.81%1.36%1.68%Q4 2013Q3 20158
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 880.00%0.08%0.23%Q4 2020Q3 20228
Ranch Capital Advisors Inc. 880.04%0.07%0.08%Q4 2019Q3 20218
OKABENA INVESTMENT SERVICES INC 880.29%0.40%0.50%Q4 2021Q3 20238
OPTIONS SOLUTIONS, LLC 880.50%0.58%0.72%Q4 2021Q3 20238
Heartland Bank & Trust Co 880.68%0.81%0.98%Q4 2020Q3 20228
HENNESSY ADVISORS INC 710.02%0.07%0.19%Q4 2017Q1 20238
FourThought Financial, LLC 881.60%1.85%2.08%Q4 2020Q3 20228
Goodman Advisory Group, LLC 880.00%0.40%1.18%Q4 2021Q3 20238
Marion Wealth Management 880.50%0.56%0.68%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Pallas Capital Advisors LLC 880.02%0.06%0.09%Q2 2021Q1 20238
TRUE Private Wealth Advisors 610.00%0.04%0.07%Q3 2018Q1 20218
LGT Group Foundation 880.85%1.01%1.15%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.06%0.09%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.05%0.06%0.07%Q4 2021Q3 20238
AXS Investments LLC 620.08%0.36%0.72%Q1 2021Q3 20238
HARVEY CAPITAL MANAGEMENT INC 882.21%2.40%2.55%Q2 2017Q1 20198
HABERER REGISTERED INVESTMENT ADVISOR INC 880.22%0.41%0.57%Q2 2013Q1 20158
YOUSIF CAPITAL MANAGEMENT, LLC 880.17%0.19%0.22%Q4 2021Q3 20238
Emerald Advisors, LLC 880.10%0.15%0.18%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.08%0.25%0.57%Q4 2021Q3 20238
Parasol Investment Management, LLC 880.02%0.05%0.08%Q4 2013Q3 20158
BEACH INVESTMENT COUNSEL INC/PA 881.01%1.75%2.16%Q2 2013Q1 20158
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
GAMBLE JONES INVESTMENT COUNSEL 880.47%0.66%0.85%Q1 2021Q4 20228
Connectus Wealth, LLC 880.08%0.62%0.88%Q4 2021Q3 20238
CITY NATIONAL BANK 880.00%0.00%0.01%Q4 2013Q3 20158
ParenteBeard Wealth Management, LLC 770.03%0.38%0.96%Q2 2013Q4 20147
Thomasville National Bank 320.02%0.05%0.08%Q1 2017Q2 20227
COLTON GROOME FINANCIAL ADVISORS, LLC 770.12%0.25%0.50%Q1 2022Q3 20237
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2013Q3 20237
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 430.01%0.01%0.02%Q2 2021Q3 20237
Buttonwood Financial Advisors Inc. 770.39%0.67%0.83%Q1 2022Q3 20237
UBS OCONNOR LLC 210.00%0.08%0.25%Q4 2013Q3 20187
CAXTON ASSOCIATES LP 310.03%0.42%1.86%Q3 2018Q3 20227
AXXCESS WEALTH MANAGEMENT, LLC 520.02%0.10%0.23%Q4 2021Q3 20237
Galvin, Gaustad & Stein, LLC 610.02%0.07%0.09%Q4 2021Q3 20237
Retirement Group, LLC 310.00%0.00%0.01%Q4 2019Q2 20237
Cornerstone Advisors, LLC 520.10%0.37%0.66%Q1 2020Q3 20237
HHG & Company, LLC 770.61%0.72%0.80%Q2 2013Q4 20147
Pantheon Investment Group, LLC 771.30%1.47%1.63%Q2 2020Q4 20217
Y-Intercept (Hong Kong) Ltd 310.05%0.22%0.44%Q1 2021Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
CKW FINANCIAL GROUP 770.01%0.02%0.02%Q4 2013Q2 20157
Kore Private Wealth LLC 320.01%0.04%0.10%Q4 2018Q3 20217
FIRST CITIZENS BANCORPORATION INC 770.22%0.23%0.24%Q2 2013Q4 20147
Kowal Investment Group, LLC 610.01%0.09%0.11%Q3 2021Q3 20237
Hillman Capital Management, Inc. 770.10%0.18%0.23%Q1 2022Q3 20237
Quilter Plc 770.02%0.04%0.08%Q1 2020Q3 20217
Lebenthal Holdings,LLC 770.14%0.38%0.52%Q4 2014Q2 20167
Aston Asset Management, LLC 770.37%1.07%1.29%Q2 2013Q4 20147
DE BURLO GROUP INC 770.18%2.84%4.05%Q3 2020Q1 20227
Darwin Wealth Management, LLC 510.02%1.14%1.92%Q2 2016Q1 20207
Placemark Investments, Inc. 770.07%0.12%0.18%Q2 2013Q4 20147
CHASE INVESTMENT COUNSEL CORP 770.94%1.46%2.01%Q2 2020Q4 20217
INTEGRAL DERIVATIVES, LLC 510.01%0.02%0.02%Q4 2013Q1 20167
BTR CAPITAL MANAGEMENT INC 770.04%0.05%0.05%Q2 2020Q4 20217
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.06%0.07%Q4 2021Q2 20237
Vantage Financial Partners Ltd., Inc. 770.24%0.30%0.37%Q4 2018Q2 20207
Li Winifred I 770.09%0.18%0.22%Q2 2013Q4 20147
L.M. KOHN & COMPANY 770.17%0.21%0.25%Q1 2022Q3 20237
ERn Financial, LLC 770.06%0.11%0.13%Q1 2022Q3 20237
MOORE CAPITAL MANAGEMENT, LP 210.06%0.30%0.69%Q4 2013Q2 20237
Eisler Capital (UK) Ltd. 330.01%0.14%0.31%Q1 2023Q3 20237
Wealth Advisory Solutions, LLC 770.44%1.00%1.92%Q4 2019Q2 20217
CERTUITY, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.02%0.04%Q1 2021Q4 20227
SHAPIRO ROBERT N 770.12%0.13%0.15%Q2 2013Q4 20147
QCM Cayman, Ltd. 310.16%0.74%2.01%Q3 2015Q3 20237
Savior LLC 770.04%0.05%0.08%Q4 2019Q2 20217
Salomon & Ludwin, LLC 610.00%0.00%0.01%Q4 2018Q3 20237
BUSH ODONNELL INVESTMENT ADVISORS INC 774.20%4.87%5.55%Q1 2017Q3 20187
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Carroll Investors, Inc 770.23%2.19%4.06%Q4 2021Q2 20237
Bragg Financial Advisors, Inc 770.01%0.20%0.31%Q1 2022Q3 20237
ROVIN CAPITAL /UT/ /ADV 770.13%0.23%0.38%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.20%0.24%0.29%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.03%0.06%Q4 2021Q3 20237
Epic Trust Investment Advisors, LLC 770.30%0.44%0.60%Q4 2021Q2 20237
Partner Investment Management, L.P. 210.46%1.26%2.14%Q4 2014Q4 20187
Chemistry Wealth Management LLC 770.34%0.37%0.43%Q1 2022Q3 20237
HAP Trading, LLC 310.00%0.01%0.02%Q2 2018Q3 20227
NS Partners Ltd 770.85%1.51%1.93%Q2 2015Q4 20167
US Asset Management LLC 430.38%0.43%0.48%Q3 2021Q2 20237
CONFLUENCE INVESTMENT MANAGEMENT LLC 770.00%0.01%0.01%Q2 2018Q4 20197
Edge Advisors, LLC 770.02%0.03%0.03%Q4 2016Q2 20187
FIRST NATIONAL CORP /MA/ /ADV 610.01%0.05%0.06%Q1 2019Q1 20227
Eschler Asset Management LLP 430.74%1.31%1.73%Q4 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.01%Q1 2022Q3 20237
FRONT BARNETT ASSOCIATES LLC 771.48%1.61%1.83%Q1 2022Q3 20237
Raub Brock Capital Management LP 520.04%0.04%0.05%Q1 2021Q1 20237
MUFG Securities EMEA plc 310.00%0.09%0.34%Q2 2018Q2 20217
Beacon Capital Management, LLC 770.00%0.02%0.03%Q1 2022Q3 20237
Seaport Global Advisors, LLC 770.72%0.93%1.34%Q4 2021Q2 20237
FULTON BREAKEFIELD BROENNIMAN LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Five Oceans Advisors 430.13%0.21%0.35%Q3 2021Q3 20237
Sustainable Insight Capital Management, LLC 520.15%2.33%3.80%Q1 2019Q1 20217
Alaethes Wealth LLC 771.15%1.37%1.54%Q1 2021Q3 20227
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 310.04%0.08%0.16%Q2 2020Q1 20237
CASTLEARK MANAGEMENT LLC 770.89%1.63%1.89%Q3 2013Q1 20157
Alley Investment Management Company, LLC 772.14%2.26%2.40%Q1 2022Q3 20237
abrdn Investment Management Ltd 770.01%0.01%0.01%Q2 2013Q4 20147
MONROE BANK & TRUST/MI 510.00%0.10%0.20%Q2 2013Q1 20167
Advisor OS, LLC 770.12%0.20%0.31%Q2 2020Q4 20217
TCF National Bank 770.20%0.26%0.30%Q3 2019Q1 20217
Karp Capital Management Corp 410.00%0.04%0.16%Q4 2014Q3 20227
Ken Stern & Associates, Inc. 770.11%0.13%0.14%Q1 2017Q3 20187
Corbenic Partners LLC 520.00%0.01%0.03%Q3 2017Q2 20227
Steward Financial Group LLC 430.01%0.01%0.02%Q4 2021Q3 20237
Odey Asset Management Group Ltd 320.09%0.14%0.22%Q2 2015Q4 20187
HAZLETT, BURT & WATSON, INC. 770.21%0.24%0.26%Q1 2022Q3 20237
Lombard Odier & Cie (Canada), Limited Partnership 610.05%0.20%0.71%Q4 2013Q3 20167
BLUESTEIN R H & CO LLC 410.01%0.10%0.22%Q2 2013Q3 20207
Maven Securities LTD 210.00%0.01%0.02%Q2 2021Q3 20237
ICC CAPITAL MANAGEMENT INC/ 610.01%0.15%0.25%Q2 2013Q1 20157
Focused Wealth Management, Inc 410.00%0.01%0.04%Q1 2016Q4 20227
SMITH HAYES Advisers, Inc 770.18%0.42%0.49%Q3 2014Q1 20167
Atria Wealth Solutions, Inc. 770.08%0.09%0.10%Q1 2022Q3 20237
J.Safra Asset Management Corp 410.00%0.16%0.60%Q4 2015Q3 20237
Malaga Cove Capital, LLC 520.18%0.46%1.06%Q4 2013Q3 20237
CULLINAN ASSOCIATES INC 770.02%0.02%0.03%Q1 2022Q3 20237
Columbia Asset Management 610.05%0.20%0.30%Q2 2021Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 430.03%0.14%0.23%Q4 2021Q3 20237
Odey Holdings AG 321.13%2.85%4.38%Q2 2015Q4 20187
Pearl River Capital, LLC 410.08%0.23%0.35%Q4 2019Q3 20237
Lokken Investment Group LLC 510.18%0.21%0.23%Q1 2012Q3 20237
First Western Trust Bank 770.22%0.28%0.42%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.04%Q2 2013Q4 20147
Horizons Wealth Management 770.00%0.00%0.00%Q2 2022Q4 20237
Cardan Capital Partners, LLC 430.03%0.04%0.06%Q1 2018Q3 20217
Annex Advisory Services, LLC 770.09%0.14%0.17%Q1 2015Q3 20167
COUNTRY CLUB BANK /GFN 770.17%0.18%0.20%Q1 2022Q3 20237
Matrix Trust Co 770.07%0.20%0.28%Q1 2022Q3 20237
BMS Financial Advisors, LLC 770.31%0.42%0.53%Q4 2021Q2 20237
RETIREMENT GUYS FORMULA LLC 770.28%0.40%0.50%Q4 2021Q2 20237
Greenfield Savings Bank 770.42%0.46%0.50%Q2 2022Q4 20237
Charter Oak Capital Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
C M BIDWELL & ASSOCIATES LTD 210.06%0.61%1.15%Q2 2013Q1 20237
Disciplined Investments, LLC 770.00%0.01%0.02%Q4 2021Q2 20237
Congress Park Capital LLC 770.15%0.20%0.27%Q1 2022Q3 20237
PAYDEN & RYGEL 510.99%1.12%1.23%Q4 2020Q2 20236
Banyan Partners, LLC 660.43%0.73%0.88%Q2 2013Q3 20146
Braver Wealth Management, LLC 660.35%0.51%0.65%Q3 2015Q4 20166
Bryn Mawr Capital Management, LLC 420.07%0.42%0.62%Q1 2022Q3 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.01%0.10%0.15%Q2 2013Q3 20146
ABNER HERRMAN & BROCK LLC 660.04%0.05%0.05%Q2 2022Q3 20236
Arnhold LLC 660.31%0.33%0.37%Q2 2022Q3 20236
Roundview Capital LLC 510.07%0.11%0.26%Q3 2015Q3 20236
FARR MILLER & WASHINGTON LLC/DC 660.09%0.11%0.12%Q2 2020Q3 20216
Avitas Wealth Management LLC 310.17%0.62%1.41%Q2 2018Q3 20236
TFO Wealth Partners, LLC 410.00%0.00%0.00%Q3 2020Q3 20236
NWAM LLC 420.02%0.14%0.46%Q1 2022Q3 20236
WOODSTOCK CORP 660.03%0.04%0.04%Q4 2020Q1 20226
Concert Wealth Management Inc. 660.05%0.06%0.06%Q2 2013Q3 20146
LSV ASSET MANAGEMENT 510.00%0.00%0.00%Q3 2013Q1 20226
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.05%0.13%Q3 2019Q3 20236
Prentice Wealth Management LLC 660.11%0.12%0.13%Q1 2021Q2 20226
GLOBEFLEX CAPITAL L P 660.00%0.00%0.00%Q2 2019Q3 20206
Charles Carroll Financial Partners, LLC 662.59%6.11%7.67%Q2 2022Q3 20236
Silicon Hills Wealth Management, LLC 510.10%0.15%0.18%Q4 2019Q1 20226
Operose Advisors LLC 510.01%0.03%0.04%Q4 2021Q3 20236
Lavaca Capital LLC 420.02%0.13%0.21%Q4 2018Q3 20236
O'Dell Group, LLC 510.00%0.00%0.01%Q3 2021Q2 20236
Bayesian Capital Management, LP 310.08%0.29%0.97%Q1 2018Q3 20236
CAPITAL GROWTH MANAGEMENT LP 310.46%0.63%0.73%Q4 2013Q4 20156
Machina Capital S.A.S. 310.10%0.45%0.91%Q1 2019Q3 20236
OXFORD ASSET MANAGEMENT LLP 510.02%0.05%0.08%Q3 2017Q4 20196
Opal Wealth Advisors, LLC 420.13%0.15%0.18%Q4 2021Q3 20236
Schubert & Co 660.01%0.01%0.01%Q4 2021Q1 20236
Destiny Wealth Partners, LLC 420.00%0.00%0.00%Q4 2020Q2 20226
Ergoteles LLC 410.04%0.75%3.35%Q3 2020Q2 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.14%0.17%0.21%Q2 2022Q3 20236
Czech National Bank 660.25%0.29%0.33%Q3 2022Q4 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Azimuth Capital Investment Management LLC 660.35%0.42%0.68%Q2 2022Q3 20236
McCarthy Asset Management, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
First Fiduciary Investment Counsel, Inc. 661.06%1.73%2.81%Q2 2022Q3 20236
Valley Brook Capital Group, Inc. 660.17%0.20%0.23%Q4 2020Q1 20226
Schooner Investment Group, LLC. 660.25%0.47%0.79%Q4 2014Q1 20166
Selective Wealth Management, Inc. 660.05%0.07%0.10%Q2 2021Q3 20226
Taikang Asset Management (Hong Kong) Co Ltd 660.14%0.20%0.38%Q3 2018Q4 20196
INTECH INVESTMENT MANAGEMENT LLC 660.12%0.32%0.62%Q2 2022Q3 20236
New Millennium Group LLC 660.01%0.02%0.03%Q2 2022Q3 20236
MEITAV INVESTMENT HOUSE LTD 510.01%0.02%0.05%Q4 2020Q4 20226
MQS Management LLC 330.14%0.34%0.67%Q4 2021Q3 20236
NORTH STAR ASSET MANAGEMENT INC 660.01%0.01%0.02%Q4 2020Q1 20226
DAVIDSON TRUST CO 660.16%0.19%0.21%Q4 2020Q1 20226
ZEVIN ASSET MANAGEMENT LLC 661.99%2.33%2.64%Q2 2017Q3 20186
Advocacy Wealth Management Services, LLC 420.00%0.00%0.01%Q4 2015Q1 20226
Knott David M Jr 660.01%0.01%0.01%Q2 2022Q3 20236
NOVARE CAPITAL MANAGEMENT LLC 330.03%0.38%0.95%Q3 2018Q1 20236
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 660.00%0.01%0.01%Q1 2021Q2 20226
Hoese & Co LLP 660.00%0.04%0.06%Q2 2021Q3 20226
LVM CAPITAL MANAGEMENT LTD/MI 660.03%0.04%0.04%Q3 2021Q4 20226
NORTHPOINTE CAPITAL LLC 310.40%0.55%1.13%Q2 2016Q2 20196
Alhambra Investment Management LLC 660.24%0.28%0.32%Q4 2020Q1 20226
Fortis Advisors, LLC 660.00%0.01%0.01%Q4 2020Q1 20226
TimeScale Financial, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Cascadia Advisory Services, LLC 310.13%0.32%0.69%Q4 2019Q3 20216
Iron Horse Wealth Management, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
First National Advisers, LLC 660.71%1.00%1.61%Q2 2022Q3 20236
Sage Mountain Advisors LLC 330.03%0.05%0.06%Q3 2021Q3 20236
EAGLE GLOBAL ADVISORS LLC 660.52%0.59%0.64%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
Ten Capital Wealth Advisors, LLC 330.00%0.01%0.05%Q4 2020Q1 20236
Weiss Asset Management LP 410.01%0.04%0.12%Q1 2019Q3 20226
Beech Hill Advisors, Inc. 662.19%2.35%2.73%Q4 2018Q1 20206
ARS Wealth Advisors Group, LLC 660.38%0.84%1.45%Q2 2022Q3 20236
Cryder Capital Partners LLP 669.42%10.97%12.32%Q4 2014Q1 20166
PEOPLES BANK /OH 660.11%0.16%0.19%Q2 2021Q3 20226
Magnetar Financial LLC 210.00%0.01%0.04%Q2 2018Q4 20216
Riverwater Partners LLC 660.24%0.26%0.27%Q3 2022Q4 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.43%0.75%1.16%Q2 2015Q3 20166
FORBES J M & CO LLP 661.00%1.13%1.24%Q2 2021Q3 20226
Astoria Portfolio Advisors LLC. 660.13%0.17%0.21%Q2 2022Q3 20236
JB Capital LLC 660.02%0.41%0.54%Q2 2022Q3 20236
SCHAFER CULLEN CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q4 2013Q1 20156
Patriot Wealth Management, Inc. 660.65%1.00%1.18%Q3 2017Q4 20186
PUBLIC INVESTMENT FUND 661.10%1.32%1.70%Q2 2022Q3 20236
Power Corp of Canada 510.02%0.06%0.16%Q1 2022Q3 20236
Global Wealth Management Investment Advisory, Inc. 410.00%0.00%0.00%Q4 2018Q2 20226
Virtus Investment Advisers, Inc. 660.02%0.15%0.35%Q3 2016Q4 20176
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
FARMERS TRUST CO 660.96%1.22%1.44%Q3 2019Q4 20206
LWS Wealth Advisors, Inc. 660.77%1.36%1.80%Q2 2022Q3 20236
A.R.T. Advisors, LLC 210.15%0.22%0.35%Q3 2013Q3 20196
Great Lakes Retirement, Inc. 420.30%0.48%0.62%Q4 2019Q3 20236
WFA of San Diego, LLC 210.03%0.07%0.19%Q2 2020Q3 20236
Autumn Glory Partners, LLC 310.15%0.21%0.36%Q4 2021Q3 20236
Alpine Global Management, LLC 310.07%0.12%0.18%Q4 2014Q3 20206
REYNOLDS CAPITAL MANAGEMENT LLC 660.19%0.23%0.35%Q2 2013Q3 20146
PRIVATE TRUST CO NA 660.10%0.15%0.21%Q2 2022Q3 20236
MURPHY CAPITAL MANAGEMENT INC 660.07%0.14%0.23%Q1 2021Q2 20226
Seven Springs Wealth Group, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Zions Trust, National Association 660.02%0.06%0.11%Q3 2013Q4 20146
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 660.01%0.01%0.01%Q2 2020Q3 20216
MARIETTA INVESTMENT PARTNERS LLC 420.05%0.25%0.41%Q2 2013Q1 20226
SEI TRUST CO 660.23%0.32%0.48%Q2 2013Q3 20146
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.25%0.29%0.31%Q2 2022Q3 20236
tru Independence LLC 510.00%0.04%0.08%Q4 2019Q2 20216
Powell Investment Advisors, LLC 660.17%0.26%0.30%Q2 2022Q3 20236
Lansing Street Advisors 660.02%0.03%0.03%Q1 2022Q2 20236
PICTON MAHONEY ASSET MANAGEMENT 420.36%0.52%0.60%Q2 2013Q3 20176
MIRABELLA FINANCIAL SERVICES LLP 210.03%0.22%0.65%Q4 2019Q3 20236
Edmond de Rothschild (Europe) 660.14%0.25%0.33%Q2 2015Q3 20166
Cinctive Capital Management LP 660.16%0.32%0.57%Q1 2022Q2 20236
VICUS CAPITAL 660.04%0.06%0.06%Q1 2017Q2 20186
TLP GROUP LLC 310.01%0.09%0.37%Q1 2016Q3 20186
Sendero Wealth Management, LLC 660.27%0.35%0.48%Q2 2022Q3 20236
ADVISORY RESEARCH INC 310.00%0.02%0.04%Q1 2014Q3 20236
FOX RUN MANAGEMENT, L.L.C. 310.13%0.26%0.43%Q2 2017Q1 20236
Espalier Global Management LLC 420.93%2.66%6.70%Q2 2013Q1 20156
Centre Asset Management, LLC 660.95%1.17%1.37%Q3 2013Q4 20146
White Knight Strategic Wealth Advisors, LLC 330.25%0.30%0.34%Q4 2021Q2 20236
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 320.69%2.60%5.08%Q4 2018Q3 20206
Columbus Macro, LLC 660.13%0.19%0.27%Q2 2022Q3 20236
UBP Investment Advisors SA 420.13%0.17%0.23%Q3 2020Q1 20226
Clearstead Trust, LLC 510.00%0.02%0.05%Q4 2019Q3 20236
Sandhill Capital Partners LLC 660.46%0.51%0.60%Q2 2022Q3 20236
Summit Financial Strategies, Inc. 660.06%0.08%0.11%Q4 2020Q1 20226
Gradient Capital Advisors, LLC 510.08%0.11%0.14%Q4 2021Q3 20236
TCWP LLC 660.05%0.07%0.09%Q4 2021Q1 20236
Stelac Advisory Services LLC 660.10%0.21%0.31%Q2 2020Q3 20216
Merit Financial Group, LLC 660.04%0.15%0.18%Q2 2022Q3 20236
Keystone Financial Group 510.04%0.04%0.05%Q4 2020Q4 20226
Johnson Financial Group, LLC 660.27%0.31%0.34%Q4 2016Q1 20186
MCKINLEY CAPITAL MANAGEMENT LLC 660.58%0.82%1.02%Q4 2020Q1 20226
Parkside Investments, LLC 660.12%0.35%0.56%Q3 2017Q4 20186
Alliance Wealth Advisors, LLC 660.16%0.19%0.22%Q2 2022Q3 20236
PGIM Custom Harvest LLC 420.00%0.02%0.04%Q4 2020Q1 20236
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 420.16%0.31%0.39%Q2 2013Q3 20236
Asset Allocation & Management Company, LLC 660.11%0.20%0.31%Q4 2021Q1 20236
Mill Capital Management, LLC 330.03%0.07%0.18%Q4 2021Q2 20236
Oxbow Advisors, LLC 660.09%0.21%0.36%Q2 2018Q3 20196
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
High Net Worth Advisory Group LLC 510.05%0.06%0.08%Q4 2021Q4 20236
GRIES FINANCIAL LLC 660.46%0.59%0.79%Q2 2022Q3 20236
Standard Family Office LLC 310.00%0.07%0.12%Q4 2020Q3 20226
Everhart Financial Group, Inc. 660.12%0.16%0.26%Q2 2022Q3 20236
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
STRATEGIC WEALTH MANAGEMENT INC 550.01%0.09%0.40%Q2 2020Q2 20215
Red Door Wealth Management, LLC 210.01%0.03%0.06%Q1 2020Q3 20235
JBF Capital, Inc. 550.80%1.52%2.18%Q3 2018Q3 20195
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.08%0.18%Q1 2018Q1 20195
FNY Managed Accounts LLC 320.01%0.14%0.58%Q3 2015Q1 20185
Glassy Mountain Advisors, Inc. 311.69%1.84%2.08%Q4 2021Q2 20235
CWA Asset Management Group, LLC 320.01%0.04%0.06%Q4 2017Q3 20235
Airain ltd 210.01%0.15%0.52%Q2 2013Q4 20165
Keudell/Morrison Wealth Management 410.11%0.18%0.23%Q1 2019Q2 20215
Stonehage Fleming Financial Services Holdings Ltd 320.00%0.01%0.04%Q4 2019Q3 20235
TBH Global Asset Management, LLC 550.07%0.07%0.08%Q4 2020Q4 20215
Mitsubishi UFJ Asset Management (UK) Ltd. 551.22%1.64%1.86%Q2 2017Q2 20185
Alpha DNA Investment Management LLC 320.06%0.31%0.52%Q4 2020Q1 20235
IndexIQ Advisors LLC 550.10%0.11%0.12%Q1 2021Q1 20225
Third Point 552.26%4.81%5.82%Q2 2017Q2 20185
Baring International Investment Ltd 550.69%0.79%0.87%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.02%Q4 2016Q4 20175
Clear Harbor Asset Management, LLC 310.00%0.33%0.61%Q4 2019Q3 20235
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 550.04%0.05%0.06%Q1 2018Q1 20195
Vigilare Wealth Management 550.13%0.16%0.20%Q4 2020Q4 20215
Wilmington Trust, National Association 550.02%0.02%0.02%Q2 2013Q2 20145
Financial Connections Group, Inc. 550.01%0.02%0.02%Q4 2021Q4 20225
Liontrust Investment Partners LLP 310.01%0.09%0.19%Q4 2020Q4 20225
FIDUCIARY ASSET MANAGEMENT LLC 552.02%2.30%2.48%Q1 2014Q1 20155
Wilmington Trust Investment Management, LLC 550.12%0.13%0.13%Q2 2013Q2 20145
Fiduciary Planning LLC 550.00%1.68%2.37%Q1 2020Q1 20215
WILMINGTON TRUST CO 550.04%0.05%0.05%Q2 2013Q2 20145
Alta Advisers Ltd 550.14%0.15%0.17%Q3 2022Q3 20235
Founders Capital Management 550.01%0.01%0.01%Q2 2022Q2 20235
AT Bancorp 550.18%0.67%0.82%Q2 2013Q2 20145
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
ELEMENT CAPITAL MANAGEMENT LLC 320.16%0.43%0.67%Q1 2019Q3 20225
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
REDMONT WEALTH ADVISORS LLC 550.37%0.42%0.49%Q4 2021Q4 20225
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 550.04%0.15%0.21%Q3 2015Q3 20165
First Bancorp, Inc /ME/ 550.20%0.21%0.22%Q3 2022Q3 20235
Farmers National Bank 320.05%0.43%0.85%Q4 2017Q2 20195
RWQ Financial Management Services, Inc. 550.40%1.27%2.02%Q4 2020Q4 20215
WAFRA INC. 550.34%0.38%0.50%Q1 2017Q1 20185
Colonial Trust Co / SC 550.18%0.19%0.20%Q3 2022Q3 20235
Trilogy Capital Inc. 320.00%0.01%0.02%Q1 2018Q3 20235
Addison Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Altman Advisors, Inc. 551.96%2.46%2.91%Q4 2017Q4 20185
SELDON CAPITAL LP 550.05%0.06%0.08%Q4 2021Q4 20225
Carmel Capital Partners, LLC 410.15%0.18%0.19%Q4 2021Q3 20235
RPG Investment Advisory, LLC 550.01%0.01%0.01%Q3 2017Q3 20185
Virtus ETF Advisers LLC 210.00%0.10%0.46%Q3 2018Q2 20235
Bluefin Trading, LLC 110.00%0.05%0.13%Q2 2013Q4 20155
XR Securities LLC 210.01%0.06%0.20%Q4 2018Q1 20235
Black Swift Group, LLC 410.00%0.06%0.12%Q3 2017Q4 20205
HBW ADVISORY SERVICES LLC 320.06%0.06%0.07%Q2 2022Q3 20235
DIXON HUBARD FEINOUR & BROWN INC/VA 320.02%0.99%1.64%Q4 2014Q1 20225
Cassady Schiller Wealth Management, LLC 410.00%0.01%0.01%Q4 2021Q3 20235
WealthStone, Inc. 410.11%0.22%0.60%Q2 2019Q1 20215
Goelzer Investment Management, Inc. 550.02%0.03%0.03%Q3 2022Q3 20235
New Jersey Better Educational Savings Trust 550.40%0.45%0.48%Q1 2014Q1 20155
ALLEGHANY CORP /DE 552.82%4.54%5.25%Q1 2016Q1 20175
Old Port Advisors 410.08%0.09%0.09%Q2 2021Q4 20225
Kaizen Advisory, LLC 550.04%0.07%0.09%Q4 2017Q4 20185
ABEILLE ASSET MANAGEMENT SA 550.18%1.10%1.82%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.01%0.01%0.02%Q1 2015Q1 20165
GOULD ASSET MANAGEMENT LLC /CA/ 550.07%0.08%0.10%Q1 2021Q1 20225
Stearns Financial Services Group 410.05%0.05%0.05%Q2 2017Q3 20185
ArrowMark Colorado Holdings LLC 550.02%0.02%0.02%Q3 2013Q3 20145
PDS Planning, Inc 410.04%0.05%0.05%Q2 2021Q3 20235
Elmwood Wealth Management, Inc. 320.00%0.00%0.00%Q1 2018Q3 20205
AJO, LP 550.02%0.04%0.08%Q3 2019Q3 20205
Kingfisher Capital LLC 550.18%0.20%0.21%Q3 2022Q3 20235
Brookfield Asset Management 320.00%0.01%0.02%Q4 2021Q2 20235
NEW YORK LIFE TRUST CO 410.05%0.14%0.33%Q4 2013Q1 20155
IMPACTfolio, LLC 550.22%0.26%0.33%Q4 2021Q4 20225
Delta Accumulation, LLC 330.90%1.31%2.50%Q4 2021Q2 20225
Wilmington Funds Management Corp 550.07%0.08%0.09%Q2 2013Q2 20145
Blue Granite Capital, LLC 550.27%1.25%1.61%Q4 2016Q4 20175
Resonant Capital Advisors, LLC 320.04%0.07%0.09%Q4 2019Q3 20235
ROMANO BROTHERS AND COMPANY 550.17%0.21%0.24%Q3 2022Q3 20235
SUFFOLK CAPITAL MANAGEMENT LLC 550.02%0.03%0.03%Q2 2014Q2 20155
AMJ Financial Wealth Management 550.22%0.26%0.28%Q4 2020Q4 20215
Park Avenue Institutional Advisers LLC 550.22%0.23%0.24%Q2 2015Q2 20165
Cedar Brook Financial Partners, LLC 320.06%0.07%0.09%Q3 2020Q4 20215
BARRETT & COMPANY, INC. 550.02%0.02%0.03%Q3 2022Q3 20235
Santa Fe Partners LLC 410.07%0.31%0.50%Q3 2013Q4 20145
TIVERTON ASSET MANAGEMENT LLC 320.01%0.02%0.03%Q4 2017Q3 20195
CONNORS INVESTOR SERVICES INC 550.04%0.04%0.04%Q3 2016Q3 20175
Port Capital LLC 550.16%0.20%0.26%Q4 2017Q4 20185
Phocas Financial Corp. 550.03%0.06%0.08%Q1 2021Q1 20225
Advisory Alpha, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
Jump Financial, LLC 210.02%0.08%0.25%Q1 2021Q3 20235
W.H. Cornerstone Investments Inc. 550.31%0.34%0.38%Q3 2022Q3 20235
Blooom, Inc. 550.16%0.17%0.19%Q1 2021Q1 20225
Bank of Kentucky, Inc. 550.01%0.01%0.01%Q1 2014Q1 20155
ADVISOR PARTNERS II, LLC 550.18%0.23%0.29%Q3 2022Q3 20235
Loudon Investment Management, LLC 550.42%0.46%0.52%Q3 2022Q3 20235
Turim 21 Investimentos Ltda. 412.42%4.68%6.58%Q1 2022Q3 20235
BANKERS TRUST CO 551.10%1.22%1.38%Q2 2013Q2 20145
Paragon Private Wealth Management, LLC 550.40%0.43%0.48%Q3 2022Q3 20235
TWINBEECH CAPITAL LP 310.04%0.32%0.68%Q4 2019Q4 20215
CONSOLIDATED CAPITAL MANAGEMENT, LLC 551.44%1.69%1.84%Q3 2022Q3 20235
Northside Capital Management, LLC 550.09%0.13%0.20%Q3 2019Q3 20205
FULLER & THALER ASSET MANAGEMENT, INC. 550.05%0.36%0.66%Q2 2013Q2 20145
DELPHI MANAGEMENT INC /MA/ 410.95%1.08%1.18%Q1 2021Q4 20225
Investors Financial Group, LLC 550.11%0.13%0.15%Q4 2020Q4 20215
MADISON INVESTMENT HOLDINGS INC 410.15%0.36%0.53%Q2 2013Q3 20195
New England Research & Management, Inc. 210.16%0.27%0.49%Q2 2015Q3 20185
FIRST HORIZON CORP 410.04%0.69%0.98%Q2 2013Q2 20215
Pinion Investment Advisors, LLC 310.10%0.51%0.65%Q1 2018Q4 20215
JOURNEY STRATEGIC WEALTH LLC 320.03%0.03%0.04%Q4 2021Q1 20235
CHICAGO EQUITY PARTNERS LLC 310.01%0.02%0.04%Q2 2018Q1 20205
MEYER HANDELMAN CO 210.01%0.02%0.02%Q2 2015Q3 20215
Lombard Odier Asset Management (USA) Corp 220.02%0.20%0.25%Q2 2020Q3 20205
Second Half Financial Partners, LLC 551.38%3.57%5.66%Q3 2022Q3 20235
WEDGE CAPITAL MANAGEMENT L L P/NC 210.00%0.00%0.00%Q4 2020Q2 20235
General Partner, Inc. 550.12%0.14%0.16%Q4 2022Q4 20235
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.14%0.88%2.64%Q4 2020Q1 20235
NICOLET ADVISORY SERVICES, LLC 410.03%0.06%0.08%Q3 2021Q3 20235
Quantitative Systematic Strategies LLC 210.05%0.19%0.44%Q3 2015Q3 20205
SteelPeak Wealth, LLC 550.02%0.04%0.08%Q3 2020Q3 20215
Compass Wealth Management LLC 550.88%0.97%1.10%Q4 2022Q4 20235
RITTER DANIHER FINANCIAL ADVISORY LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Live Your Vision, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
Uncommon Cents Investing LLC 550.09%0.15%0.18%Q3 2022Q3 20235
Greenwich Investment Management, Inc. 410.69%1.50%2.17%Q4 2013Q1 20205
EXCALIBUR MANAGEMENT CORP 410.11%0.13%0.14%Q2 2022Q3 20235
XML Financial, LLC 410.02%0.03%0.03%Q1 2022Q3 20235
Fermata Advisors, LLC 550.07%0.13%0.19%Q2 2021Q2 20225
MRA Advisory Group 550.22%0.31%0.39%Q2 2022Q2 20235
FIDUCIARY MANAGEMENT INC /WI/ 551.23%1.41%1.62%Q3 2022Q3 20235
LFA - Lugano Financial Advisors SA 210.00%0.01%0.01%Q1 2019Q3 20235
Graves Light Lenhart Wealth, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
NINE MASTS CAPITAL Ltd 220.00%0.03%0.08%Q4 2018Q1 20195
ORLEANS CAPITAL MANAGEMENT CORP/LA 551.23%1.73%2.12%Q4 2020Q4 20215
NORWOOD FINANCIAL CORP 550.12%0.12%0.13%Q3 2022Q3 20235
NatWest Group plc 320.00%0.04%0.08%Q2 2013Q3 20155
Commonwealth Retirement Investments LLC 441.25%1.40%1.46%Q4 2022Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
AlphaStar Capital Management, LLC 440.02%0.06%0.09%Q3 2021Q2 20224
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
TCG Advisors, LP 440.04%0.11%0.18%Q1 2019Q4 20194
Walter Public Investments Inc. 440.08%0.10%0.12%Q3 2022Q2 20234
Summit Financial Wealth Advisors, LLC 440.05%0.05%0.06%Q2 2021Q1 20224
J.P. Turner & Co Capital Mnagement, LLC 440.31%0.39%0.50%Q4 2014Q3 20154
Graticule Asia Macro Advisors LLC 110.02%0.18%0.36%Q3 2016Q3 20184
Tradewinds Capital Management, LLC 210.00%0.00%0.01%Q1 2022Q3 20234
KOPP INVESTMENT ADVISORS LLC 440.37%0.43%0.50%Q2 2013Q1 20144
Phoenix Holdings Ltd. 310.05%0.17%0.50%Q3 2019Q3 20204
Delphi Private Advisors LLC 440.00%0.01%0.01%Q4 2015Q3 20164
L2 Asset Management, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
Hamilton Point Investment Advisors, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
TRILLIUM ASSET MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q4 20224
EACHWIN CAPITAL, LP 442.79%2.89%2.97%Q4 2015Q3 20164
Surevest, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
FSB PREMIER WEALTH MANAGEMENT, INC. 310.04%0.12%0.16%Q4 2021Q3 20234
Princeton Alpha Management LP 210.08%0.12%0.18%Q2 2014Q3 20164
PFG Advisors 440.02%0.02%0.03%Q4 2022Q3 20234
Tillar-Wenstrup Advisors, LLC 310.42%0.62%1.14%Q4 2018Q4 20224
Blackhawk Capital Partners LLC. 310.09%0.49%1.51%Q4 2017Q1 20224
Sanibel Captiva Investment Advisers, Inc. 440.28%0.61%1.00%Q1 2013Q4 20134
Cerebellum GP, LLC 310.01%0.22%0.30%Q1 2019Q3 20204
HCR Wealth Advisors 110.03%0.05%0.06%Q2 2019Q4 20214
ZWJ INVESTMENT COUNSEL INC 440.02%0.02%0.03%Q1 2017Q4 20174
Alpha Family Trust 440.18%0.21%0.26%Q4 2022Q3 20234
Antonetti Capital Management LLC 440.07%0.13%0.16%Q2 2013Q1 20144
CFS, LLC 440.14%0.16%0.17%Q2 2013Q1 20144
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
HARBOR CAPITAL ADVISORS, INC. 440.32%0.36%0.44%Q1 2023Q4 20234
Global Financial Private Capital, Inc 310.00%0.01%0.01%Q3 2017Q1 20204
Morse Asset Management, Inc 440.06%0.08%0.10%Q4 2017Q3 20184
Knowledge Leaders Capital, LLC 442.38%3.85%5.31%Q3 2017Q2 20184
Vulcan Value Partners, LLC 220.00%0.60%1.49%Q3 2018Q3 20194
AlphaCore Capital LLC 440.11%0.16%0.25%Q4 2022Q3 20234
MILLER HOWARD INVESTMENTS INC /NY 440.03%0.06%0.08%Q3 2015Q2 20164
Ninepoint Partners LP 220.06%0.10%0.14%Q3 2021Q3 20234
Aspen Investment Management Inc 310.15%0.15%0.16%Q4 2013Q1 20184
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.08%0.09%0.10%Q3 2017Q2 20194
Aevitas Wealth Management, Inc. 440.01%0.01%0.02%Q4 2017Q3 20184
FSI GROUP, LLC 312.80%4.29%7.19%Q1 2014Q3 20194
Lingohr Asset Management GmbH 220.17%0.36%0.67%Q2 2013Q4 20154
Wills Financial Group, Inc. 440.31%0.61%0.92%Q2 2018Q1 20194
Castle Rock Wealth Management, LLC 440.23%0.27%0.31%Q1 2020Q4 20204
CONNABLE OFFICE INC 440.34%0.36%0.37%Q1 2020Q4 20204
CHARTWELL INVESTMENT PARTNERS/PA 440.14%0.17%0.19%Q2 2013Q1 20144
EMERALD ADVISERS, LLC 440.01%0.01%0.01%Q3 2013Q2 20144
Nikulski Financial, Inc. 210.08%0.09%0.11%Q1 2022Q3 20234
Claybrook Capital, LLC 110.00%0.13%0.44%Q4 2017Q2 20214
Meristem Family Wealth, LLC 440.05%0.07%0.09%Q2 2021Q1 20224
JOYN Advisors, Inc. 440.00%0.01%0.03%Q1 2018Q4 20184
TMD & ASSOCIATES, INC 440.17%0.17%0.18%Q3 2018Q2 20194
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.00%0.03%0.06%Q2 2014Q2 20184
RIVER GLOBAL INVESTORS LLP 440.08%0.11%0.15%Q4 2022Q3 20234
ArchPoint Investors 440.18%0.25%0.31%Q4 2014Q3 20154
Randolph Co Inc 440.03%0.04%0.04%Q4 2017Q3 20184
Psagot Value Holdings Ltd. 310.01%0.03%0.08%Q2 2019Q3 20214
NorthCoast Asset Management LLC 310.06%0.09%0.16%Q2 2013Q3 20214
Winton Capital Management Ltd 440.12%0.18%0.21%Q2 2013Q1 20144
OLD MISSION CAPITAL LLC 110.03%0.12%0.25%Q2 2018Q4 20214
GTS SECURITIES LLC 220.01%0.09%0.26%Q2 2023Q3 20234
AIGEN INVESTMENT MANAGEMENT, LP 310.03%0.16%0.35%Q2 2022Q2 20234
Swaine & Leidel Wealth Services, LLC 221.78%2.31%2.96%Q4 2018Q1 20204
VSR Financial Services, Inc. 310.04%0.06%0.08%Q3 2013Q1 20164
Baker Avenue Asset Management, LP 440.01%0.01%0.02%Q4 2022Q3 20234
First City Capital Management, Inc. 440.00%0.01%0.01%Q2 2015Q1 20164
AVITY INVESTMENT MANAGEMENT INC. 440.02%0.02%0.03%Q2 2021Q1 20224
Horizon Investment Services, LLC 440.12%0.67%2.22%Q2 2013Q1 20144
White Elm Capital, LLC 441.09%1.57%2.02%Q4 2017Q3 20184
Next Capital Management LLC 440.01%0.01%0.02%Q4 2018Q3 20194
Portfolio Strategies, Inc. 440.02%0.02%0.02%Q4 2017Q3 20184
Global Strategic Investment Solutions, LLC 440.06%0.08%0.10%Q1 2021Q4 20214
Man Investments Ltd 440.02%0.10%0.20%Q3 2013Q2 20144
Paragon Capital Management LLC 310.04%0.05%0.06%Q1 2019Q1 20204
Red Tortoise LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Meridian Financial Partners LLC 440.17%0.34%0.59%Q4 2021Q3 20224
West Oak Capital, LLC 310.00%0.00%0.01%Q3 2016Q3 20184
Tetrem Capital Management Ltd. 440.00%0.00%0.01%Q3 2013Q2 20144
Bernardo Wealth Planning LLC 310.10%0.12%0.17%Q1 2019Q4 20204
MAVERICK CAPITAL LTD 440.00%0.02%0.03%Q3 2020Q2 20214
Foothills Asset Management, Ltd. 441.84%1.92%1.98%Q4 2013Q3 20144
TrinityPoint Wealth, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.02%0.02%0.02%Q2 2020Q2 20214
LEVIN CAPITAL STRATEGIES, L.P. 220.01%0.02%0.04%Q2 2014Q4 20184
Findlay Park Partners LLP 440.39%0.69%0.81%Q2 2013Q1 20144
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Yarbrough Capital, LLC 440.05%0.10%0.15%Q4 2021Q3 20224
Westend Capital Management, LLC 210.01%0.01%0.02%Q2 2013Q4 20144
First Farmers & Merchants Bank / Trust 440.75%0.78%0.84%Q4 2021Q3 20224
Polar Asset Management Partners Inc. 310.01%0.01%0.01%Q4 2020Q4 20214
F&C Asset Management plc 440.03%0.03%0.04%Q2 2013Q1 20144
MOODY ALDRICH PARTNERS LLC 440.13%0.20%0.28%Q1 2020Q4 20204
Legacy Trust 440.15%0.16%0.18%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.01%0.02%0.03%Q1 2019Q1 20204
SOUTH TEXAS MONEY MANAGEMENT LTD 440.04%0.07%0.11%Q1 2018Q4 20184
Arden Trust Co 440.01%0.11%0.21%Q2 2019Q1 20204
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 210.75%1.55%2.17%Q1 2015Q4 20164
Meeder Advisory Services, Inc. 440.18%0.20%0.25%Q4 2022Q3 20234
Karani Asset Management LLC 440.25%0.34%0.40%Q2 2022Q1 20234
Adero Partners, LLC 440.04%0.05%0.07%Q2 2021Q1 20224
DRIEHAUS CAPITAL MANAGEMENT LLC 210.00%0.01%0.02%Q4 2017Q2 20214
SYM FINANCIAL Corp 210.08%0.14%0.22%Q4 2017Q4 20214
MAGNOLIA CAPITAL MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
Element Wealth, LLC 440.16%0.17%0.19%Q4 2022Q3 20234
GW&K Investment Management, LLC 220.00%0.16%0.33%Q1 2022Q3 20234
Etesian Wealth Advisors, Inc. 440.37%0.39%0.41%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.12%0.14%0.18%Q4 2022Q3 20234
Wealth Quarterback LLC 220.06%0.08%0.09%Q4 2019Q3 20214
NEW ENGLAND ASSET MANAGEMENT INC 440.00%0.00%0.00%Q3 2021Q2 20224
Quintet Private Bank (Europe) S.A. 310.10%1.93%3.02%Q2 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.47%0.49%0.56%Q4 2022Q3 20234
Hyperion Partners, LLC 440.20%0.21%0.24%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 442.51%2.65%2.90%Q4 2022Q3 20234
Trinity Financial Advisors LLC 440.26%0.37%0.46%Q3 2022Q2 20234
Tilt Investment Management Holdings, PBC 440.36%0.37%0.41%Q4 2022Q3 20234
LBP AM SA 440.57%0.66%0.77%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.29%0.31%0.33%Q4 2022Q3 20234
Stevard, LLC 310.10%0.16%0.23%Q4 2019Q4 20204
Harvest Investment Advisors, LLC 441.15%1.21%1.32%Q4 2022Q3 20234
Talbot Financial, LLC 441.03%1.22%1.36%Q4 2022Q3 20234
Atlas Private Wealth Advisors 310.01%0.01%0.01%Q2 2020Q3 20214
CIC Wealth, LLC 440.92%1.02%1.20%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 440.11%0.23%0.34%Q4 2022Q3 20234
Park Place Capital Corp 440.24%0.25%0.27%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.90%0.98%1.15%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
STAR Financial Bank 441.28%1.36%1.49%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
XTX Topco Ltd 210.06%0.23%0.47%Q1 2021Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 442.36%2.56%2.88%Q4 2020Q3 20214
River Street Advisors LLC 441.06%1.12%1.25%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.28%0.29%0.33%Q4 2022Q3 20234
Cordant, Inc. 310.01%0.27%0.50%Q1 2021Q1 20224
McGlone Suttner Wealth Management, Inc. 440.10%0.11%0.13%Q4 2022Q3 20234
DOVER ADVISORS, LLC 440.61%0.64%0.68%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.03%0.03%0.03%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.33%0.34%0.37%Q4 2022Q3 20234
VitalStone Financial, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.34%0.37%0.41%Q4 2022Q3 20234
Schear Investment Advisers, LLC 440.48%0.74%1.06%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.24%0.32%0.47%Q4 2022Q3 20234
Register Financial Advisors LLC 440.11%0.13%0.14%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.67%0.81%0.94%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.82%0.90%1.03%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.47%0.53%0.60%Q4 2022Q3 20234
New Hampshire Trust 440.13%0.14%0.18%Q4 2022Q3 20234
DoubleLine ETF Adviser LP 440.49%0.58%0.77%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.36%0.40%0.43%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
E Fund Management Co., Ltd. 310.01%0.01%0.02%Q3 2021Q4 20224
DAYMARK WEALTH PARTNERS, LLC 440.40%1.32%1.99%Q4 2022Q3 20234
FourThought Financial Partners, LLC 441.38%1.60%2.18%Q4 2022Q3 20234
RFP Financial Group LLC 440.08%0.12%0.14%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.33%0.35%0.37%Q4 2022Q3 20234
Mach-1 Financial Group, LLC 440.01%0.13%0.35%Q2 2022Q1 20234
Alta Wealth Advisors LLC 440.41%0.44%0.50%Q3 2022Q2 20234
Ethos Financial Group, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.25%0.28%0.32%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.22%0.29%0.37%Q4 2022Q3 20234
Corient Private Wealth LLC 440.16%0.21%0.30%Q4 2022Q3 20234
Colonial River Wealth Management, LLC 440.18%0.22%0.26%Q2 2022Q1 20234
ADE, LLC 440.02%0.02%0.02%Q4 2020Q3 20214
Interchange Capital Partners, LLC 310.08%0.15%0.21%Q4 2020Q3 20234
MBA Advisors LLC 440.11%0.12%0.15%Q1 2021Q4 20214
Ignite Planners, LLC 440.09%0.11%0.12%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.08%0.09%0.10%Q4 2022Q3 20234
Callan Family Office, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.08%0.18%Q2 2021Q3 20234
Bleakley Financial Group, LLC 440.08%0.08%0.08%Q4 2022Q3 20234
Optiver Holding B.V. 210.00%0.00%0.00%Q3 2021Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.01%0.03%0.05%Q4 2021Q3 20224
Psagot Value Holdings Ltd. / (Israel) 440.04%0.06%0.08%Q3 2021Q2 20224
TUCKER ASSET MANAGEMENT LLC 310.00%0.01%0.01%Q4 2020Q3 20234
Y.D. More Investments Ltd 440.01%0.01%0.01%Q4 2022Q3 20234
Tradewinds, LLC. 210.16%0.20%0.22%Q2 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 441.75%2.00%2.39%Q4 2022Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Carr Financial Group Corp 440.13%0.15%0.18%Q4 2022Q3 20234
Roberts Capital Advisors, LLC 440.89%0.92%0.96%Q4 2021Q3 20224
WESTERN FINANCIAL Corp 440.39%0.43%0.48%Q1 2021Q4 20214
Fifth Third Wealth Advisors LLC 440.31%0.50%0.85%Q1 2023Q4 20234
CoreCap Advisors, LLC 310.01%0.03%0.06%Q4 2021Q4 20224
CATALYST FINANCIAL PARTNERS LLC 440.14%0.22%0.26%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.02%0.04%0.06%Q4 2021Q3 20224
JMAC ENTERPRISES LLC 440.07%0.19%0.27%Q4 2022Q3 20234
AIRE ADVISORS, LLC 310.06%0.10%0.14%Q4 2021Q4 20224
Cleary Gull Holdings Inc. 440.01%0.01%0.01%Q2 2015Q1 20164
ANCORA FAMILY WEALTH ADVISORS, LLC 440.09%0.14%0.18%Q4 2015Q3 20164
Heartwood Wealth Management Ltd 440.00%0.00%0.01%Q4 2015Q3 20164
MANCHESTER FINANCIAL INC 210.00%0.01%0.01%Q2 2019Q1 20214
1 NORTH WEALTH SERVICES LLC 220.00%0.01%0.01%Q4 2018Q4 20194
US FINANCIAL ADVISORS, LLC 310.00%0.01%0.02%Q4 2014Q4 20154
Sitrin Capital Management LLC 442.28%2.56%2.89%Q4 2022Q3 20234
Immersion Capital LLP 444.85%12.61%18.96%Q4 2022Q3 20234
Lebenthal Asset Management, LLC 440.11%0.12%0.12%Q2 2016Q1 20174
Sowa Financial Group, Inc. 330.00%0.00%0.01%Q4 2019Q2 20203
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
FACTORY MUTUAL INSURANCE CO 330.19%0.21%0.22%Q1 2023Q3 20233
Elkhorn Investments, LLC 210.87%0.92%0.98%Q4 2016Q4 20173
Engrave Wealth Partners LLC 330.02%0.02%0.03%Q4 2019Q2 20203
ABLE Financial Group, LLC 330.40%0.61%0.72%Q1 2023Q3 20233
Aquatic Capital Management LLC 110.03%0.08%0.18%Q4 2021Q1 20233
OFI INVEST ASSET MANAGEMENT 330.34%1.25%1.85%Q1 2023Q3 20233
3Chopt Investment Partners, LLC 330.15%0.15%0.16%Q4 2022Q2 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Paradigm Financial Advisors, LLC 330.07%0.09%0.10%Q2 2021Q4 20213
Michael S. Ryan, Inc. 330.31%0.33%0.36%Q2 2023Q4 20233
QUANTRES ASSET MANAGEMENT Ltd 110.20%0.22%0.23%Q3 2014Q3 20183
CATAWBA CAPITAL MANAGEMENT /VA 330.06%0.08%0.10%Q2 2017Q4 20173
JAG CAPITAL MANAGEMENT, LLC 210.03%0.11%0.26%Q1 2020Q3 20223
SCHOLTZ & COMPANY, LLC 211.61%1.69%1.74%Q4 2016Q1 20183
Fort Sheridan Advisors LLC 330.05%0.06%0.07%Q4 2022Q2 20233
BUTENSKY & COHEN FINANCIAL SECURITY, INC 330.00%0.01%0.01%Q2 2015Q4 20153
WCG Wealth Advisors LLC 220.01%0.05%0.11%Q2 2022Q3 20223
1776 Wealth LLC 330.04%0.06%0.08%Q4 2019Q2 20203
Jupiter Investment Management Ltd 210.00%0.07%0.20%Q3 2019Q2 20203
PORTLAND INVESTMENT COUNSEL INC. 331.70%1.95%2.21%Q1 2019Q3 20193
HARVARD MANAGEMENT CO INC 330.34%0.41%0.53%Q3 2015Q1 20163
Summit Wealth Group, LLC 210.00%0.06%0.10%Q1 2021Q1 20233
ANALYTIC INVESTORS, LLC 210.01%0.02%0.03%Q3 2013Q2 20153
DREMAN VALUE MANAGEMENT, L L C 330.00%0.14%0.21%Q2 2013Q4 20133
NORRIS PERNE & FRENCH LLP/MI 330.09%0.09%0.10%Q2 2020Q4 20203
PRIVATE CAPITAL MANAGEMENT INC 330.46%0.47%0.49%Q1 2017Q3 20173
SENTINEL TRUST CO LBA 330.15%0.15%0.15%Q1 2023Q3 20233
LGT CAPITAL PARTNERS LTD. 330.08%0.08%0.08%Q1 2021Q3 20213
Perennial Investment Advisors, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
Deuterium Capital Management, LLC 210.27%0.49%0.82%Q4 2021Q2 20233
SageGuard Financial Group, LLC 330.31%0.40%0.57%Q4 2020Q2 20213
VESTOR CAPITAL, LLC 210.01%0.01%0.01%Q1 2019Q3 20233
Resolute Advisors LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Firestone Capital Management 330.01%0.01%0.01%Q4 2019Q2 20203
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
Modus Advisors, LLC 110.00%0.22%0.65%Q4 2019Q2 20213
MILLER VALUE PARTNERS, LLC 330.02%0.02%0.03%Q2 2013Q4 20133
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.01%0.01%0.01%Q2 2013Q4 20133
BLUEFIN CAPITAL MANAGEMENT, LLC 210.03%0.04%0.05%Q4 2020Q4 20213
PRIO WEALTH LIMITED PARTNERSHIP 330.01%0.01%0.01%Q1 2018Q3 20183
Steel Canyon Capital, LLC 333.95%5.09%6.56%Q4 2018Q2 20193
Belmont Capital, LLC 210.00%0.01%0.01%Q3 2021Q3 20233
Taylor Wealth Management Partners 210.01%0.02%0.03%Q2 2015Q2 20163
ACCURATE INVESTMENT SOLUTIONS, INC. 210.01%0.07%0.12%Q1 2016Q1 20203
CT Financial Advisors LLC 330.01%0.01%0.01%Q3 2016Q1 20173
NumerixS Investment Technologies Inc 210.11%0.16%0.24%Q4 2014Q4 20193
HIGHLAND CAPITAL MANAGEMENT LP 210.01%0.10%0.18%Q4 2017Q4 20183
Olympiad Research LP 210.21%0.31%0.37%Q1 2020Q2 20233
Leverage Partners Absolute Return Fund SPC 111.70%1.95%2.31%Q4 2021Q1 20233
FIRST UNITED BANK & TRUST 330.08%0.08%0.08%Q2 2021Q4 20213
Core Wealth Advisors, Inc. 210.00%0.00%0.00%Q3 2020Q1 20233
Stux Capital Management, LLC 330.14%0.16%0.19%Q4 2013Q2 20143
OSTRUM ASSET MANAGEMENT 330.14%0.16%0.18%Q1 2023Q3 20233
Jane Street Holding, LLC 330.00%0.02%0.04%Q2 2013Q4 20133
HighVista Strategies LLC 330.07%0.07%0.08%Q2 2017Q4 20173
Border to Coast Pensions Partnership Ltd 330.53%0.53%0.53%Q2 2021Q4 20213
Exos TFP Holdings LLC 330.11%0.19%0.28%Q3 2022Q1 20233
Nalls Sherbakoff Group, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Delos Wealth Advisors, LLC 330.03%0.04%0.07%Q3 2021Q1 20223
Aris Wealth Services, Inc. 330.02%0.03%0.05%Q1 2015Q3 20153
GRIFFIN ASSET MANAGEMENT, INC. 210.00%0.13%0.21%Q3 2017Q2 20193
Philadelphia Financial Management of San Francisco, LLC 331.13%1.53%1.92%Q2 2018Q4 20183
Alpha Omega Wealth Management LLC 330.01%0.01%0.01%Q4 2018Q2 20193
OMERS ADMINISTRATION Corp 210.01%0.02%0.03%Q4 2014Q4 20153
Campbell & CO Investment Adviser LLC 110.28%0.62%1.18%Q3 2013Q1 20213
Alpenglow Capital LP 113.48%3.61%3.70%Q4 2014Q1 20163
MERITAGE PORTFOLIO MANAGEMENT 330.57%0.64%0.70%Q1 2018Q3 20183
Paradigm Financial Partners, LLC 220.00%0.40%0.60%Q4 2018Q1 20193
CALDWELL SUTTER CAPITAL, INC. 330.06%0.08%0.08%Q1 2023Q3 20233
FOUNDERS BANK & TRUST 330.08%0.08%0.09%Q2 2014Q4 20143
Qsemble Capital Management, LP 330.36%0.81%1.17%Q1 2023Q3 20233
Financial Sense Advisors, Inc. 330.97%1.00%1.02%Q3 2014Q1 20153
Unified Trust Company, N.A. 331.39%1.49%1.57%Q1 2021Q3 20213
Numeric Investors LLC 110.00%0.01%0.02%Q4 2013Q3 20163
Financial Gravity Companies, Inc. 210.00%0.02%0.05%Q4 2017Q4 20183
ClariVest Asset Management LLC 210.00%0.00%0.00%Q3 2020Q3 20233
Southeast Asset Advisors Inc. 330.03%0.03%0.03%Q2 2021Q4 20213
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
PRW Wealth Management LLC 210.01%0.04%0.09%Q4 2018Q2 20213
TradeLink Global Equity LLC 110.06%0.16%0.29%Q3 2013Q4 20143
Oak Thistle LLC 110.18%0.48%1.05%Q3 2022Q3 20233
SAMLYN CAPITAL, LLC 210.03%0.99%2.13%Q1 2020Q2 20213
GLG INC. 330.04%0.05%0.07%Q2 2013Q4 20133
Sentry Investments Corp. 330.04%0.06%0.08%Q2 2017Q4 20173
Hall Private Wealth Advisors 330.10%0.16%0.26%Q4 2022Q2 20233
CYNOSURE ADVISORS, LLC 330.15%0.17%0.18%Q4 2017Q2 20183
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q1 20223
WILLNER & HELLER, LLC 210.27%0.31%0.37%Q4 2021Q4 20223
FolioMetrix LLC 330.03%0.05%0.06%Q4 2014Q2 20153
SAC Capital Advisors LP 330.00%0.01%0.01%Q2 2013Q4 20133
Morningstar Investment Management LLC 210.08%0.10%0.12%Q4 2022Q3 20233
Corton Capital Inc. 210.10%0.14%0.19%Q2 2022Q3 20233
IMC-Chicago, LLC 110.00%0.02%0.05%Q4 2018Q3 20213
Calamos Wealth Management LLC 330.03%0.03%0.03%Q2 2021Q4 20213
KELLY LAWRENCE W & ASSOCIATES INC/CA 210.00%0.06%0.10%Q1 2017Q3 20223
Argentus Capital Management, LLC 330.05%0.06%0.07%Q3 2015Q1 20163
CRAMER ROSENTHAL MCGLYNN LLC 330.02%0.02%0.02%Q2 2013Q4 20133
Keeler Thomas Management LLC 331.42%1.52%1.69%Q1 2023Q3 20233
Hemenway Trust Co LLC 330.02%0.03%0.03%Q2 2021Q4 20213
6 Meridian 330.64%0.67%0.72%Q1 2018Q3 20183
Murphy, Middleton, Hinkle & Parker, Inc. 330.11%0.11%0.12%Q2 2021Q4 20213
Lucia Wealth Services, LLC 330.22%0.31%0.41%Q2 2018Q4 20183
O'Shares Investment Advisers, LLC 330.11%0.12%0.12%Q3 2021Q1 20223
CenterStar Fund, LLC 110.01%0.04%0.10%Q4 2016Q4 20163
Leucadia National 330.00%0.01%0.02%Q4 2022Q2 20233
Salient Capital Advisors, LLC 210.00%0.01%0.01%Q2 2015Q1 20163
MIDAS MANAGEMENT CORP 330.93%0.98%1.04%Q4 2018Q2 20193
ML & R WEALTH MANAGEMENT LLC 330.07%0.09%0.13%Q1 2023Q3 20233
RIVERSVILLE CAPITAL, INC. 330.01%0.01%0.01%Q2 2013Q4 20133
Willow Street Advisors LLC 331.36%1.37%1.37%Q2 2013Q4 20133
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.14%0.50%1.20%Q4 2020Q4 20203
Ballew Advisors, Inc 330.04%0.05%0.06%Q1 2018Q3 20183
Gryphon Financial Partners LLC 330.03%0.04%0.04%Q4 2017Q2 20183
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.01%Q1 2015Q1 20213
Tower View Wealth Management LLC 210.00%1.05%1.80%Q4 2021Q3 20223
Sanctuary Wealth Management, L.L.C. 110.00%0.00%0.00%Q1 2010Q2 20233
PrairieView Partners, LLC 110.00%0.00%0.01%Q4 2021Q2 20233
LANDAAS & CO /WI /ADV 210.03%0.04%0.04%Q3 2017Q2 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.02%0.02%Q4 2017Q3 20183
Ground Swell Capital, LLC 210.09%0.40%0.95%Q2 2014Q3 20213
Ameliora Wealth Management Ltd. 330.22%0.23%0.25%Q1 2023Q3 20233
Parametrica Management Ltd 210.27%0.40%0.60%Q3 2016Q4 20203
Crestline Management, LP 210.32%0.59%0.96%Q3 2019Q2 20233
Haafor (Singapore) Pte. Ltd. 210.15%0.56%0.81%Q4 2019Q4 20203
GRAHAM & DODD FUND, LLC 330.97%1.35%2.08%Q2 2013Q4 20133
Matisse Capital 330.40%0.41%0.43%Q1 2023Q3 20233
WEST MICHIGAN ADVISORS, LLC 330.22%0.26%0.28%Q1 2023Q3 20233
Watermark Asset Management, Inc. 210.00%0.00%0.01%Q1 2017Q4 20183
Sterling Investment Counsel, LLC 330.12%0.16%0.21%Q1 2023Q3 20233
Family Legacy, Inc. 330.01%0.01%0.01%Q2 2018Q4 20183
PDT Partners, LLC 110.33%0.38%0.41%Q2 2013Q1 20153
Deer Park Road Corp 211.09%1.61%2.57%Q1 2018Q1 20193
Selkirk Management LLC 331.43%1.52%1.60%Q2 2013Q4 20133
LILLEY & CO 330.14%0.19%0.23%Q4 2013Q2 20143
COOPER/HAIMS ADVISORS, LLC 330.12%0.13%0.14%Q2 2021Q4 20213
MONETTA FINANCIAL SERVICES INC 331.10%1.24%1.38%Q2 2013Q4 20133
Hayden Royal, LLC 210.24%0.48%0.82%Q4 2018Q3 20193
ACCESS FINANCIAL SERVICES, INC. 330.52%0.71%0.81%Q3 2021Q1 20223
Versor Investments LP 330.02%0.02%0.02%Q3 2021Q1 20223
Pacific Center for Financial Services 330.00%0.00%0.00%Q1 2023Q3 20233
CAMDEN NATIONAL BANK 330.04%0.04%0.05%Q2 2021Q4 20213
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q1 20203
Cannell & Co. 210.02%0.03%0.03%Q1 2014Q3 20183
TURNER INVESTMENTS LLC 210.12%0.16%0.21%Q1 2015Q4 20153
East Coast Asset Management, LLC. 330.02%0.03%0.03%Q4 2012Q2 20133
Latitude Advisors, LLC 330.06%0.06%0.07%Q3 2021Q1 20223
Allegiant Private Advisors, LLC 330.05%0.05%0.06%Q4 2020Q2 20213
Warther Private Wealth, LLC 330.17%0.20%0.22%Q2 2021Q4 20213
Phase 2 Partners, LLC 334.21%4.45%4.93%Q1 2023Q3 20233
Northern Financial Advisors Inc 330.32%0.35%0.40%Q1 2023Q3 20233
Brown Shipley& Co Ltd 330.68%1.98%3.08%Q1 2023Q3 20233
LODESTAR PRIVATE ASSET MANAGEMENT LLC 330.04%0.04%0.04%Q4 2022Q2 20233
ENGINE NO. 1 LLC 330.11%0.15%0.18%Q2 2021Q4 20213
DRIVE WEALTH MANAGEMENT, LLC 330.15%0.16%0.18%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.05%0.05%0.05%Q4 2022Q3 20233
INSIGNEO ADVISORY SERVICES, LLC 210.08%0.13%0.18%Q4 2022Q3 20233
ROTHSCHILD INVESTMENT LLC /IL 210.02%0.02%0.02%Q4 2021Q3 20233
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Golden State Equity Partners 330.14%0.19%0.24%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.01%0.02%0.03%Q4 2014Q2 20153
Folger Hill Asset Management LP 210.06%0.09%0.10%Q4 2015Q1 20183
Signature Wealth Management Partners, LLC 330.22%0.25%0.27%Q1 2023Q3 20233
Greystone Financial Group, LLC 210.05%0.90%2.59%Q3 2022Q2 20233
Cornerstone Planning Group LLC 210.02%0.03%0.04%Q4 2022Q3 20233
INCEPTIONR LLC 330.52%0.60%0.74%Q1 2023Q3 20233
OCCUDO QUANTITATIVE STRATEGIES LP 330.26%0.33%0.45%Q1 2022Q3 20223
Horizon Wealth Management, LLC 330.09%0.11%0.13%Q4 2021Q2 20223
Nilsine Partners, LLC 330.25%0.25%0.26%Q1 2023Q3 20233
Portman Square Capital LLP 110.08%0.16%0.27%Q1 2023Q1 20233
Veracity Capital LLC 210.06%0.07%0.08%Q4 2019Q4 20213
Arbor Wealth Management, LLC 330.03%1.07%1.84%Q4 2018Q2 20193
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Polaris Wealth Advisory Group, LLC 210.52%0.79%0.92%Q2 2022Q3 20233
Truadvice, LLC 330.07%0.08%0.09%Q4 2020Q2 20213
ICA Group Wealth Management, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.11%0.11%0.12%Q1 2023Q3 20233
V-Square Quantitative Management LLC 330.36%0.51%0.72%Q1 2023Q3 20233
True Link Financial Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Pine Valley Investments Ltd Liability Co 330.28%0.34%0.40%Q1 2023Q3 20233
CHANNEL WEALTH LLC 330.37%0.45%0.53%Q1 2023Q3 20233
EVEXIA WEALTH LLC 334.38%4.63%4.92%Q1 2023Q3 20233
Systematic Alpha Investments, LLC 210.01%0.01%0.01%Q3 2021Q3 20233
Pinnacle West Asset Management, Inc. 331.48%1.51%1.53%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.10%0.11%0.12%Q1 2023Q3 20233
Indices-Pac Research Corp. 110.15%0.23%0.31%Q2 2013Q4 20132
Douglas C. Lane & Associates, Inc. 110.01%0.01%0.01%Q1 2014Q1 20152
DEPRINCE RACE & ZOLLO INC 220.47%0.50%0.53%Q2 2022Q3 20222
FCG ADVISORS, LLC 220.06%0.06%0.06%Q2 2020Q3 20202
MATRIX ASSET ADVISORS INC/NY 220.10%0.11%0.11%Q3 2016Q4 20162
GRATRY & Co LLC 220.48%0.50%0.51%Q4 2017Q1 20182
LUPO SECURITIES, LLC 220.20%0.30%0.39%Q4 2014Q1 20152
PUZO MICHAEL J 220.01%0.02%0.03%Q1 2015Q2 20152
CenturyLink Investment Management Co 220.03%0.04%0.05%Q3 2013Q4 20132
CAPE COD FIVE CENTS SAVINGS BANK 220.04%0.04%0.04%Q4 2014Q1 20152
JACOBS & CO/CA 110.02%0.03%0.04%Q4 2021Q4 20222
Lone Pine Capital 222.52%2.74%2.96%Q4 2017Q1 20182
NORTHERN TRUST CO OF CONNECTICUT 220.08%0.08%0.09%Q2 2013Q3 20132
BEL AIR INVESTMENT ADVISORS LLC 220.03%0.04%0.04%Q1 2021Q2 20212
SILVER OAK SECURITIES, INCORPORATED 110.03%0.03%0.03%Q3 2022Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.05%0.05%0.05%Q2 2023Q3 20232
SENTINEL ASSET MANAGEMENT, INC. 220.04%0.05%0.06%Q2 2013Q3 20132
WEST CHESTER CAPITAL ADVISORS, INC 220.13%0.14%0.15%Q3 2013Q4 20132
NORTHSTAR INVESTMENT ADVISORS LLC 220.51%0.56%0.60%Q1 2021Q2 20212
INTEGRATED WEALTH COUNSEL, LLC 220.05%0.05%0.06%Q3 2016Q4 20162
FIRST NEW YORK SECURITIES LLC /NY 220.05%0.06%0.06%Q4 2014Q1 20152
VILLERE ST DENIS J & CO LLC 220.02%0.02%0.02%Q2 2023Q3 20232
OLD DOMINION CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q4 2020Q2 20212
Stifel Trust Company, N.A. 220.00%0.00%0.00%Q2 2013Q3 20132
HARVEST MANAGEMENT LLC 110.56%0.59%0.61%Q3 2018Q3 20182
CYPRESS CAPITAL MANAGEMENT LLC 220.76%0.79%0.81%Q2 2022Q3 20222
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.02%0.02%Q4 2014Q4 20212
LEO BROKERAGE, LLC 220.02%0.03%0.04%Q1 2023Q2 20232
LEUTHOLD GROUP, LLC 220.20%0.20%0.21%Q2 2013Q3 20132
ALGERT GLOBAL LLC 110.08%0.21%0.34%Q4 2020Q1 20222
BINGHAM OSBORN & SCARBOROUGH LLC 220.02%0.02%0.02%Q2 2021Q3 20212
QVT Financial LP 110.46%0.86%1.25%Q1 2016Q4 20162
DSC Advisors, L.P. 220.10%0.17%0.24%Q1 2022Q2 20222
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Bowling Portfolio Management LLC 220.32%0.36%0.40%Q3 2020Q4 20202
BRC Investment Management LLC 110.73%1.54%2.35%Q2 2013Q1 20142
United American Securities Inc. (d/b/a UAS Asset Management) 220.24%0.25%0.26%Q4 2017Q1 20182
Geller Advisors LLC 220.05%0.05%0.06%Q2 2023Q3 20232
Boston Partners 220.00%0.00%0.00%Q3 2019Q4 20192
ALPHASIMPLEX GROUP, LLC 220.84%0.87%0.90%Q1 2018Q2 20182
Marquette Asset Management, LLC 220.00%0.00%0.01%Q3 2019Q4 20192
COUNTRY FUND MANAGEMENT 221.14%1.21%1.28%Q2 2013Q3 20132
Ninety One UK Ltd 220.02%0.02%0.02%Q3 2015Q4 20152
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q1 2017Q4 20172
Schonfeld Group Holdings LLC 220.13%0.17%0.22%Q3 2015Q4 20152
Investors Capital Advisory Services 220.03%0.04%0.04%Q1 2014Q2 20142
Granite Investment Advisors, LLC 220.43%0.44%0.45%Q2 2021Q3 20212
COWEN INC. 220.01%0.01%0.01%Q4 2017Q1 20182
Hutchin Hill Capital, LP 220.02%0.05%0.07%Q1 2014Q2 20142
Scotia Asset Management L.P. 220.02%0.02%0.03%Q2 2013Q3 20132
TD Capital Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
IFC Holdings Incorporated/FL 220.01%0.01%0.01%Q3 2017Q4 20172
DFPG INVESTMENTS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
MAPLELANE CAPITAL, LLC 220.15%0.23%0.31%Q2 2017Q3 20172
ARROWGRASS CAPITAL PARTNERS LLP 220.58%0.87%1.16%Q4 2016Q1 20172
Motley Fool Asset Management LLC 110.13%0.13%0.14%Q2 2019Q1 20202
NBW CAPITAL LLC 110.05%0.06%0.06%Q1 2023Q3 20232
Arbiter Partners Capital Management LLC 220.99%1.13%1.28%Q4 2016Q1 20172
Financial Advantage, Inc. 110.01%0.01%0.01%Q3 2019Q2 20202
TOBAM 110.00%0.00%0.01%Q2 2022Q3 20232
Price Wealth, LLC 110.00%0.00%0.00%Q2 2018Q1 20202
New England Investment & Retirement Group, Inc. 220.45%0.50%0.56%Q3 2013Q4 20132
JGP Global Gestao de Recursos Ltda. 110.26%0.26%0.27%Q4 2014Q2 20232
Community Financial Services Group, LLC 110.01%0.06%0.12%Q1 2015Q3 20232
Kames Capital Management Ltd 220.05%0.05%0.05%Q3 2014Q4 20142
Verity & Verity, LLC 220.09%0.10%0.10%Q4 2022Q1 20232
Portfolio Solutions, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.04%0.08%Q2 2017Q3 20232
Seven Post Investment Office LP 220.07%0.07%0.08%Q4 2022Q1 20232
Bollard Group LLC 110.00%0.04%0.09%Q4 2015Q2 20232
Headlands Technologies LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Tuttle Capital Management, LLC 110.42%0.52%0.61%Q2 2020Q2 20212
Three Corner Global Investors LP 111.64%1.75%1.86%Q3 2015Q3 20172
Stone Ridge Asset Management LLC 220.01%0.16%0.31%Q1 2019Q2 20192
SVA Wealth Management, LLC 220.13%0.13%0.13%Q3 2020Q4 20202
Private Capital Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Thor Advisors, LLC 110.12%0.14%0.16%Q1 2019Q3 20192
LUCUS ADVISORS LLC 220.36%0.65%0.94%Q4 2017Q1 20182
Eagle Capital Management, LLC 221.57%1.69%1.81%Q2 2018Q3 20182
Riggs Asset Managment Co. Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Anfield Capital Management, LLC 110.01%0.05%0.09%Q4 2019Q2 20212
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q1 20232
GVO Asset Management Ltd 220.11%0.12%0.14%Q1 2021Q2 20212
Raab & Moskowitz Asset Management LLC 110.02%0.03%0.03%Q3 2018Q4 20192
Bramshill Investments, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q2 20152
Insight Wealth Partners, LLC 220.07%0.10%0.13%Q4 2021Q1 20222
Credit Capital Investments LLC 110.58%0.64%0.70%Q1 2022Q3 20232
MITCHELL MCLEOD PUGH & WILLIAMS INC 110.07%0.08%0.08%Q2 2021Q4 20212
Ruggie Capital Group 110.01%0.01%0.01%Q4 2018Q2 20192
True North Advisors, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
CLEAR INVESTMENT RESEARCH, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Pluribus Labs, LLC 221.29%1.37%1.45%Q1 2022Q2 20222
Pointe Capital Management LLC 110.00%0.18%0.36%Q4 2016Q1 20232
Pensionmark Financial Group, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Klingman & Associates, LLC 110.01%0.02%0.02%Q3 2016Q2 20232
Mandatum Life Insurance Co Ltd 220.07%0.08%0.09%Q4 2015Q1 20162
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20222
Bach Option Ltd 110.09%0.10%0.10%Q3 2018Q1 20192
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 220.29%0.31%0.32%Q4 2015Q1 20162
Cornerstone Advisory, LLC 110.01%0.09%0.16%Q4 2016Q4 20212
Enlightenment Research, LLC 110.44%0.45%0.45%Q1 2020Q4 20212
Emerald Acquisition Ltd. 220.15%0.17%0.18%Q2 2016Q3 20162
NIGHTVIEW CAPITAL, LLC 220.41%0.44%0.47%Q2 2023Q3 20232
First Capital Advisors Group, LLC. 110.02%0.04%0.05%Q1 2018Q2 20232
Bellwether Investment Group, LLC 220.02%0.03%0.05%Q4 2016Q1 20172
WP Advisors, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Azora Capital LP 111.95%2.66%3.36%Q3 2019Q4 20202
SpiderRock Advisors, LLC 110.01%0.09%0.18%Q1 2017Q1 20172
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
CLEAR STREET LLC 110.21%0.21%0.21%Q3 2022Q3 20222
MCIA Inc 220.05%0.05%0.06%Q2 2017Q3 20172
MPS Loria Financial Planners, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Redwood Investment Management, LLC 110.04%0.11%0.17%Q4 2020Q3 20222
Bridgefront Capital, LLC 110.36%0.40%0.44%Q4 2020Q4 20212
Bristol County Savings Bank 221.90%2.18%2.47%Q3 2017Q4 20172
HELIOS CAPITAL MANAGEMENT PTE. LTD 221.49%1.80%2.10%Q1 2022Q2 20222
WealthShield Partners, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
Monument Capital Management 110.00%0.04%0.08%Q3 2018Q4 20212
FIDUCIENT ADVISORS LLC 220.07%0.08%0.08%Q4 2021Q1 20222
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Triumph Capital Management 220.27%0.28%0.29%Q1 2022Q2 20222
Newport Wealth Strategies, Inc. 110.20%0.38%0.55%Q4 2017Q2 20182
Ford Financial Group, LLC 110.04%0.05%0.06%Q2 2021Q4 20212
G&S Capital LLC 220.99%1.58%2.16%Q1 2019Q2 20192
ISLAY CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Ceredex Value Advisors LLC 220.35%0.44%0.53%Q1 2018Q2 20182
WELD CAPITAL MANAGEMENT LLC 110.15%0.22%0.28%Q1 2019Q1 20212
Grant Street Asset Management, Inc. 220.01%0.02%0.02%Q4 2020Q1 20212
Maltin Wealth Management, Inc. 110.13%0.13%0.13%Q2 2021Q4 20212
MONECO Advisors, LLC 220.08%0.08%0.09%Q3 2021Q4 20212
Sound View Wealth Advisors, LLC 220.11%0.12%0.12%Q4 2018Q1 20192
New World Advisors LLC 110.01%0.13%0.26%Q1 2019Q2 20212
Brendel Financial Advisors LLC 220.13%0.25%0.36%Q2 2021Q3 20212
Enterprise Bank & Trust Co 220.11%0.11%0.11%Q1 2023Q2 20232
Cornerstone Wealth Group, LLC 220.37%0.39%0.41%Q1 2019Q2 20192
CPR Investments Inc. 220.38%0.38%0.38%Q4 2021Q1 20222
OneAscent Financial Services LLC 220.13%0.14%0.16%Q2 2022Q3 20222
Gyon Technologies Capital Management, LP 110.12%0.17%0.21%Q1 2021Q1 20222
Relyea Zuckerberg Hanson LLC 110.05%0.05%0.06%Q4 2022Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.02%Q4 2019Q1 20202
Austin Private Wealth, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
One Charles Private Wealth Services, LLC 220.16%0.18%0.20%Q2 2020Q3 20202
Bank of Marin 220.26%0.29%0.31%Q4 2019Q1 20202
HighMark Wealth Management LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Asio Capital, LLC 110.06%0.06%0.07%Q4 2019Q2 20202
Total Clarity Wealth Management, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q3 20212
Westshore Wealth, LLC 220.27%0.27%0.28%Q1 2021Q2 20212
Tempus Wealth Planning, LLC 220.13%0.15%0.17%Q3 2022Q4 20222
Capstone Financial Group, Inc. 220.03%0.03%0.03%Q4 2019Q1 20202
Spotlight Asset Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Vise Technologies, Inc. 220.05%0.05%0.05%Q2 2023Q3 20232
Sunflower Bank, N.A. 220.03%0.03%0.04%Q4 2021Q1 20222
McLean Asset Management Corp 220.10%0.10%0.10%Q3 2021Q4 20212
GraniteShares Advisors LLC 220.29%0.30%0.31%Q4 2021Q1 20222
TCG Advisory Services, LLC 110.05%0.06%0.08%Q2 2021Q4 20212
Diversified, LLC 110.08%0.09%0.09%Q4 2020Q4 20222
ShoreHaven Wealth Partners, LLC 220.03%0.04%0.04%Q4 2020Q1 20212
CARY STREET PARTNERS ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Thrive Wealth Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.04%0.07%Q4 2020Q2 20212
Better Money Decisions, LLC 110.01%0.02%0.02%Q3 2021Q2 20222
Capitolis Advisors LLC 110.01%0.06%0.10%Q4 2020Q4 20212
Cowen Prime Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Activest Wealth Management 220.00%0.00%0.00%Q3 2022Q4 20222
Paralel Advisors LLC 220.10%0.10%0.10%Q2 2023Q3 20232
Wayfinding Financial, LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Agate Pass Investment Management, LLC 110.15%0.18%0.21%Q2 2023Q4 20232
NORTHCAPE WEALTH MANAGEMENT, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
Manhattan West Asset Management, LLC 220.14%0.18%0.22%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.02%Q4 2021Q1 20222
Echo45 Advisors LLC 220.20%0.23%0.27%Q4 2021Q1 20222
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
CARDIFF PARK ADVISORS, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
First International Bank & Trust 220.11%0.11%0.12%Q4 2021Q1 20222
LGT Fund Management Co Ltd. 220.87%0.90%0.94%Q1 2022Q2 20222
Schrum Private Wealth Management LLC 220.22%0.24%0.25%Q4 2021Q1 20222
AXQ CAPITAL, LP 220.14%0.58%1.02%Q2 2023Q3 20232
Worth Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Quantum Private Wealth, LLC 220.10%0.10%0.10%Q4 2021Q1 20222
XY Capital Ltd 110.09%0.09%0.09%Q4 2022Q4 20222
Fiduciary Alliance LLC 110.01%0.02%0.02%Q4 2022Q2 20232
Meredith Wealth Planning 220.30%0.32%0.34%Q4 2022Q1 20232
Creative Capital Management Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Verum Partners LLC 220.12%0.17%0.22%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.50%0.55%0.61%Q3 2022Q4 20222
Brainard Capital Management LLC 220.16%0.18%0.19%Q4 2022Q1 20232
B.O.S.S. Retirement Advisors, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
SHERBROOKE PARK ADVISERS LLC 220.16%0.28%0.40%Q4 2022Q1 20232
West Tower Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.01%0.01%0.02%Q1 2023Q3 20232
Vinva Investment Management Ltd 220.26%0.27%0.28%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.55%0.88%1.20%Q2 2023Q3 20232
Aspen Wealth Strategies, LLC 220.58%0.61%0.65%Q4 2022Q1 20232
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
PFG Investments, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Root Financial Partners, LLC 220.23%0.25%0.26%Q1 2023Q2 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Nemes Rush Group LLC 220.04%0.04%0.04%Q2 2023Q3 20232
ELEVATUS WELATH MANAGEMENT 222.52%2.84%3.16%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.18%0.19%0.19%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.05%0.05%0.06%Q2 2023Q3 20232
PFW Advisors LLC 220.59%0.61%0.62%Q2 2023Q3 20232
CGC Financial Services, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2022Q2 20232
Peoples Bank/KS 220.19%0.21%0.22%Q3 2023Q4 20232
Exchange Bank 220.32%0.34%0.36%Q2 2023Q3 20232
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 220.83%1.11%1.40%Q2 2013Q3 20132
SAROFIM FAYEZ 110.69%0.79%0.90%Q4 2012Q3 20132
HORIZON BANCORP INC /IN/ 220.01%0.03%0.06%Q2 2023Q3 20232
WASATCH ADVISORS LP 110.00%0.12%0.24%Q2 2013Q3 20172
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.05%0.10%Q3 2019Q1 20222
BBVA USA 220.21%0.27%0.34%Q2 2021Q3 20212
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
Onex Canada Asset Management Inc. 110.27%0.27%0.28%Q1 2021Q3 20212
STIFEL NICOLAUS & CO INC \MO\ 220.07%0.07%0.08%Q2 2013Q3 20132
Annis Gardner Whiting Capital Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
StellarOne CORP 110.00%0.00%0.00%Q3 2013Q3 20131
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.05%0.05%0.05%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.12%0.12%0.12%Q3 2023Q3 20231
NORDEN GROUP LLC 110.10%0.10%0.10%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Atomi Financial Group, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
Values Added Financial LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Eaton Financial Holdings Company, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Strait & Sound Wealth Management LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Moran Wealth Management, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
Core Wealth Partners LLC 110.54%0.54%0.54%Q4 2022Q4 20221
Align Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
AJ Advisors, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lodestone Wealth Management LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Northwest Bank & Trust Co 110.56%0.56%0.56%Q2 2023Q2 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Strengthening Families & Communities, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Cyrus J. Lawrence, LLC 111.55%1.55%1.55%Q3 2023Q3 20231
iSAM Funds (UK) Ltd 110.35%0.35%0.35%Q3 2023Q3 20231
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Acrisure Capital Management, LLC 110.75%0.75%0.75%Q1 2023Q1 20231
apricus wealth, LLC 110.93%0.93%0.93%Q4 2021Q4 20211
COMMONS CAPITAL, LLC 110.32%0.32%0.32%Q1 2022Q1 20221
KerberRose Wealth Management, LLC 110.47%0.47%0.47%Q2 2022Q2 20221
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Concorde Financial Corp 110.04%0.04%0.04%Q4 2021Q4 20211
EFG Asset Management (North America) Corp. 110.26%0.26%0.26%Q4 2021Q4 20211
Kula Investments, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
PURSUE WEALTH PARTNERS LLC 110.04%0.04%0.04%Q1 2022Q1 20221
KRS Capital Management, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Prosperity Consulting Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Next Level Private LLC 110.36%0.36%0.36%Q2 2022Q2 20221
Nauset Wealth Management. LLC 110.04%0.04%0.04%Q1 2022Q1 20221
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Solidarity Wealth, LLC 111.21%1.21%1.21%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Delphia (USA) Inc. 110.21%0.21%0.21%Q2 2022Q2 20221
Andrew Hill Investment Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Bromfield Sneider Wealth Advisors 110.07%0.07%0.07%Q1 2022Q1 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SYMPHONY ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q3 2016Q3 20161
VETAMER CAPITAL MANAGEMENT, L.P. 111.41%1.41%1.41%Q3 2023Q3 20231
Level Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
COZAD ASSET MANAGEMENT INC 110.03%0.03%0.03%Q2 2021Q2 20211
Naviter Wealth, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Tenere Capital LLC 115.32%5.32%5.32%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
OAK FAMILY ADVISORS, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Urban Wealth Management, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Oder Investment Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
WAYCROSS PARTNERS, LLC 110.78%0.78%0.78%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
OneAscent Wealth Management LLC 110.17%0.17%0.17%Q1 2022Q1 20221
HIGHLAND ASSOCIATES INC 111.33%1.33%1.33%Q2 2018Q2 20181
COWA, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Birchcreek Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Astrantus Ltd 110.52%0.52%0.52%Q1 2022Q1 20221
Polar Capital Holdings Plc 110.00%0.00%0.00%Q2 2022Q2 20221
Wealthgate Family Office, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Ruane, Cunniff & Goldfarb 110.00%0.00%0.00%Q1 2015Q1 20151
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
NinePointTwo Capital LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Amalgamated Financial Corp. 110.22%0.22%0.22%Q1 2022Q1 20221
One Day In July LLC 110.09%0.09%0.09%Q2 2021Q2 20211
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Onyx Bridge Wealth Group LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Alpha Paradigm Partners, LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
StrongBox Wealth, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hunter Perkins Capital Management, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
Hixon Zuercher, LLC 112.48%2.48%2.48%Q4 2019Q4 20191
Aspen Grove Capital, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Consolidated Planning Corp 110.05%0.05%0.05%Q3 2021Q3 20211
MADDEN SECURITIES Corp 110.04%0.04%0.04%Q4 2022Q4 20221
Stewart Asset Management, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
WNY Asset Management, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
U S GLOBAL INVESTORS INC 110.08%0.08%0.08%Q2 2015Q2 20151
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
NWK Group, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Ocean Endowment Partners, LLC 110.44%0.44%0.44%Q4 2019Q4 20191
Lloyd Advisory Services, LLC. 110.10%0.10%0.10%Q3 2023Q3 20231
Copperleaf Capital, LLC 110.52%0.52%0.52%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Future Financial Wealth Managment LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Pacifica Partners Inc. 110.01%0.01%0.01%Q4 2023Q4 20231
Detalus Advisors, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
Capital Square, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
ICW Investment Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q3 2018Q3 20181
Nebula Research & Development LLC 110.24%0.24%0.24%Q3 2023Q3 20231
CXI Advisors 110.01%0.01%0.01%Q4 2019Q4 20191
Beck Bode, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
PNC Managed Account Solutions, Inc. 110.04%0.04%0.04%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q1 2020Q1 20201
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
RBA Wealth Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
Occidental Asset Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Arkos Global Advisors 110.05%0.05%0.05%Q4 2022Q4 20221
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Miramar Capital, LLC 111.86%1.86%1.86%Q3 2023Q3 20231
ALTERNA WEALTH MANAGEMENT, INC 110.07%0.07%0.07%Q4 2018Q4 20181
Pathlight Investors LLC 110.21%0.21%0.21%Q4 2018Q4 20181
Abundance Wealth Counselors 110.06%0.06%0.06%Q1 2022Q1 20221
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Private Portfolio Partners LLC 110.09%0.09%0.09%Q2 2019Q2 20191
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
HOWARD WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
EASTERLY INVESTMENT PARTNERS LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Susquehanna International Group Ltd. 110.34%0.34%0.34%Q4 2020Q4 20201
S.E.E.D. Planning Group LLC 111.05%1.05%1.05%Q4 2019Q4 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
ADVANCE CAPITAL I INC 110.43%0.43%0.43%Q2 2013Q2 20131
Spartan Planning & Wealth Management 110.73%0.73%0.73%Q4 2022Q4 20221
SADOFF INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q2 2015Q2 20151
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Vident Advisory, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
AURORA FINANCIAL ADVISORS, LLC 110.50%0.50%0.50%Q4 2017Q4 20171
Divergent Wealth Advisors 110.00%0.00%0.00%Q1 2018Q1 20181
MANA Advisors LLC 110.83%0.83%0.83%Q1 2019Q1 20191
CLEARBRIDGE, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Game Creek Capital, LP 110.07%0.07%0.07%Q4 2017Q4 20171
STRATEGIC CAPITAL ADVISERS, INC. 110.22%0.22%0.22%Q2 2019Q2 20191
Waterloo Capital, L.P. 110.48%0.48%0.48%Q1 2020Q1 20201
Tibra Equities Europe Ltd 111.94%1.94%1.94%Q3 2020Q3 20201
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Townsend & Associates, Inc 110.10%0.10%0.10%Q4 2017Q4 20171
Dynasty Wealth Management, LLC 110.34%0.34%0.34%Q3 2018Q3 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.08%0.08%0.08%Q4 2017Q4 20171
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
QUEST CAPITAL MANAGEMENT INC /ADV 110.06%0.06%0.06%Q2 2019Q2 20191
CAMPBELL CAPITAL MANAGEMENT INC 111.52%1.52%1.52%Q4 2023Q4 20231
MD Financial Management Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
Diametric Capital, LP 110.48%0.48%0.48%Q3 2023Q3 20231
Metatron Capital SICAV plc 110.82%0.82%0.82%Q4 2021Q4 20211
DeDora Capital, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
RESOURCE CONSULTING GROUP INC 110.09%0.09%0.09%Q1 2022Q1 20221
THAMES CAPITAL MANAGEMENT LLC 113.86%3.86%3.86%Q3 2019Q3 20191
Caption Management, LLC 110.32%0.32%0.32%Q4 2017Q4 20171
Donoghue Forlines LLC 110.20%0.20%0.20%Q4 2017Q4 20171
Pinnacle Wealth Advisors 110.54%0.54%0.54%Q2 2021Q2 20211
Flaharty Asset Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Northwest Quadrant Wealth Management, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q2 2016Q2 20161
COHEN & STEERS CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q1 2015Q1 20151
PIER 88 INVESTMENT PARTNERS LLC 110.02%0.02%0.02%Q1 2018Q1 20181
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.01%0.01%0.01%Q3 2023Q3 20231
Jafra Capital Management LP 110.67%0.67%0.67%Q1 2018Q1 20181
Symmetry Investments LP 110.39%0.39%0.39%Q3 2023Q3 20231
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
EDMOND DE ROTHSCHILD (MONACO) 110.01%0.01%0.01%Q3 2016Q3 20161
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Arthur Zaske & Associates, LLC 110.19%0.19%0.19%Q2 2017Q2 20171
Sante Capital Fund, LP 110.61%0.61%0.61%Q1 2022Q1 20221
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Pinz Capital Management, LP 110.12%0.12%0.12%Q3 2020Q3 20201
Fairbanks Capital Management, Inc. 110.30%0.30%0.30%Q3 2019Q3 20191
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Intrinsic Edge Capital Management LLC 110.34%0.34%0.34%Q1 2023Q1 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Garda Capital Partners LP 110.04%0.04%0.04%Q3 2023Q3 20231
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Allegis Investment Advisors, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Exane Asset Management 110.02%0.02%0.02%Q3 2018Q3 20181
Johanson Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
StrategIQ Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
FORT PITT CAPITAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Signition LP 110.24%0.24%0.24%Q2 2018Q2 20181
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Invictus RG 110.10%0.10%0.10%Q3 2017Q3 20171
Vista Private Wealth Partners. LLC 110.02%0.02%0.02%Q3 2019Q3 20191
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.21%0.21%0.21%Q4 2021Q4 20211
STRYCKER VIEW CAPITAL LLC 115.42%5.42%5.42%Q4 2019Q4 20191
FFT WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Gratus Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Hamilton Capital, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.04%0.04%0.04%Q2 2020Q2 20201
Caldera Capital, LLC 113.46%3.46%3.46%Q4 2016Q4 20161
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
TradeLink Capital LLC 110.31%0.31%0.31%Q2 2015Q2 20151
Diversified Portfolios, Inc. 110.20%0.20%0.20%Q4 2014Q4 20141
Lebenthal Wealth Advisors, LLC 110.73%0.73%0.73%Q2 2016Q2 20161
Swedbank 110.33%0.33%0.33%Q4 2020Q4 20201
Acrospire Investment Management LLC 110.08%0.08%0.08%Q2 2017Q2 20171
Eukles Asset Management 110.08%0.08%0.08%Q2 2021Q2 20211
Belvedere Trading LLC 110.01%0.01%0.01%Q4 2014Q4 20141
CFO4Life, L.P. 110.53%0.53%0.53%Q4 2022Q4 20221
Godshalk Welsh Capital Management, Inc. 110.14%0.14%0.14%Q4 2014Q4 20141
Ironwood Financial, llc 110.00%0.00%0.00%Q4 2014Q4 20141
CIDEL ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2018Q2 20181
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.09%0.09%0.09%Q4 2014Q4 20141
Boulegeris Investments, Inc. 110.14%0.14%0.14%Q4 2016Q4 20161
Quadrant Capital Management, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Ironsides Asset Advisors, LLC 110.10%0.10%0.10%Q1 2016Q1 20161
ARXIS SECURITIES LLC 110.67%0.67%0.67%Q4 2016Q4 20161
Burt Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
Wealth Architects, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Syntal Capital Partners, LLC 110.05%0.05%0.05%Q2 2019Q2 20191
FCF Advisors LLC 111.14%1.14%1.14%Q3 2015Q3 20151
IPG Investment Advisors LLC 110.26%0.26%0.26%Q2 2017Q2 20171
LBA Wealth Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
HWG Holdings LP 110.60%0.60%0.60%Q4 2013Q4 20131
FJ Capital Management LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Advisors Preferred, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
PAYDEN & RYGEL INVESTMENT GROUP 110.88%0.88%0.88%Q3 2023Q3 20231
JAMISON EATON & WOOD INC /NJ 110.03%0.03%0.03%Q3 2013Q3 20131
GM Advisory Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
GAM SYSTEMATIC LLP 110.02%0.02%0.02%Q2 2016Q2 20161
Parkwood LLC 110.07%0.07%0.07%Q4 2013Q4 20131
SECOR Capital Advisors, LP 110.03%0.03%0.03%Q1 2016Q1 20161
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
Delpha Capital Management, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Detwiler Fenton Investment Management LLC 111.18%1.18%1.18%Q4 2015Q4 20151
Sterling Ridge Capital Management LP 110.48%0.48%0.48%Q4 2015Q4 20151
Cornerstone Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MRA Associates USA LLC 110.13%0.13%0.13%Q2 2019Q2 20191
Rather & Kittrell, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Emrys Partners, L.P. 114.54%4.54%4.54%Q4 2013Q4 20131
Strategic Global Advisors, LLC 110.37%0.37%0.37%Q4 2014Q4 20141
Capstone Investment Advisors (Netherlands), B.V. 110.57%0.57%0.57%Q2 2017Q2 20171
Matarin Capital Management, LLC 110.25%0.25%0.25%Q2 2013Q2 20131
VIRGINIA RETIREMENT SYSTEM 110.29%0.29%0.29%Q1 2016Q1 20161
SEVEN EIGHT CAPITAL, LP 110.17%0.17%0.17%Q1 2023Q1 20231
Marathon Trading Investment Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
COOLIDGE FRANCIS L 110.24%0.24%0.24%Q2 2013Q2 20131
Risk Paradigm Group, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
SUVRETTA CAPITAL MANAGEMENT, LLC 113.52%3.52%3.52%Q4 2017Q4 20171
CORTLAND ADVISERS LLC 111.64%1.64%1.64%Q2 2013Q2 20131
Lourd Capital, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
BTG Pactual Global Asset Management Ltd 110.22%0.22%0.22%Q1 2013Q1 20131
Nine Chapters Capital Management LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Panning Capital Management, LP 1138.71%38.71%38.71%Q4 2015Q4 20151
FNY Partners Fund LP 110.02%0.02%0.02%Q1 2017Q1 20171
Marketfield Asset Management LLC 115.99%5.99%5.99%Q2 2015Q2 20151
Carnick & Kubik, LLC 111.01%1.01%1.01%Q3 2013Q3 20131
Kemnay Advisory Services Inc. 110.34%0.34%0.34%Q1 2020Q1 20201
Turiya Advisors Asia Ltd 117.89%7.89%7.89%Q1 2013Q1 20131
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Stone Toro Investment Advisers, LP 112.17%2.17%2.17%Q1 2015Q1 20151
SUMIT CAPITAL, LLC 111.29%1.29%1.29%Q2 2015Q2 20151
Delta Lloyd Asset Management N.V. 110.20%0.20%0.20%Q2 2017Q2 20171
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 112.93%2.93%2.93%Q2 2015Q2 20151
Ascent Wealth Partners, LLC 111.22%1.22%1.22%Q3 2018Q3 20181
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
PALISADE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q4 2018Q4 20181
Visionary Asset Management, Inc. 110.07%0.07%0.07%Q4 2017Q4 20171
United Asset Strategies, Inc. 110.30%0.30%0.30%Q3 2018Q3 20181
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Telemetry Investments, L.L.C. 110.09%0.09%0.09%Q2 2015Q2 20151
MKD WEALTH COACHES, LLC 110.23%0.23%0.23%Q4 2021Q4 20211
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Mader & Shannon Wealth Management, Inc. 113.09%3.09%3.09%Q4 2014Q4 20141
Peregrine Asset Advisers, Inc. 113.00%3.00%3.00%Q1 2016Q1 20161
Zweig-DiMenna Associates LLC 110.10%0.10%0.10%Q4 2016Q4 20161
CapWealth Advisors, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
MARSHALL WACE ASIA Ltd 110.18%0.18%0.18%Q4 2018Q4 20181
LMR Master Fund Ltd 110.47%0.47%0.47%Q2 2013Q2 20131
Hall Kathryn A. 110.45%0.45%0.45%Q2 2014Q2 20141
Brevan Howard Capital Management LP 110.00%0.00%0.00%Q3 2023Q3 20231
HABER TRILIX ADVISORS, LP 110.00%0.00%0.00%Q2 2013Q2 20131
Global Endowment Management, LP 110.85%0.85%0.85%Q3 2018Q3 20181
Drexel Morgan & Co. 110.24%0.24%0.24%Q4 2016Q4 20161
Decatur Capital Management, Inc. 110.82%0.82%0.82%Q2 2013Q2 20131
Daiwa Capital Markets America Inc. 110.04%0.04%0.04%Q4 2013Q4 20131
Corundum Group, Inc. 110.19%0.19%0.19%Q3 2022Q3 20221
SHAYNE & JACOBS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
State of New Jersey Common Pension Fund A 110.46%0.46%0.46%Q1 2014Q1 20141
AlphaOne Investment Services, LLC 110.55%0.55%0.55%Q3 2014Q3 20141
Voleon Capital Management LP 110.58%0.58%0.58%Q3 2019Q3 20191
361 CAPITAL LLC 110.09%0.09%0.09%Q2 2019Q2 20191
NEXPOINT ASSET MANAGEMENT, L.P. 110.71%0.71%0.71%Q4 2020Q4 20201
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Quotient Investors, LLC 110.20%0.20%0.20%Q4 2016Q4 20161
SPRING CREEK CAPITAL LLC 110.05%0.05%0.05%Q2 2018Q2 20181
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.93%0.93%0.93%Q2 2022Q2 20221
GALAXY CAPITAL TRADING LTD 110.46%0.46%0.46%Q2 2013Q2 20131
RUSHMORE INVESTMENT ADVISORS, INC. 110.96%0.96%0.96%Q2 2013Q2 20131
NEW CENTURY INVESTMENT MANAGEMENT, INC 110.96%0.96%0.96%Q2 2013Q2 20131
KOCH INDUSTRIES INC 110.05%0.05%0.05%Q4 2017Q4 20171
CADINHA & CO LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Jabre Capital Partners S.A. 110.84%0.84%0.84%Q3 2013Q3 20131
TFS CAPITAL LLC 110.16%0.16%0.16%Q1 2017Q1 20171
ALLSTATE INVESTMENT MANAGEMENT CO 110.15%0.15%0.15%Q4 2022Q4 20221
Irish Life Investment Managers Ltd. 110.25%0.25%0.25%Q2 2013Q2 20131
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Meritage Group LP 110.01%0.01%0.01%Q1 2023Q1 20231
AdvisorShares Investments LLC 110.10%0.10%0.10%Q2 2023Q2 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WESTEND PARTNERS LP 110.01%0.01%0.01%Q3 2013Q3 20131
Pinnacle Holdings, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
KBI Global Investors Ltd 111.04%1.04%1.04%Q2 2016Q2 20161
Cutter & CO Brokerage, Inc. 110.07%0.07%0.07%Q3 2018Q3 20181
TOEWS CORP /ADV 110.26%0.26%0.26%Q1 2018Q1 20181
Archon Capital Management LLC 119.00%9.00%9.00%Q1 2023Q1 20231
Stevens First Principles Investment Advisors 110.02%0.02%0.02%Q2 2013Q2 20131
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Tradewinds Global Investors, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Employers Holdings, Inc. 110.77%0.77%0.77%Q2 2019Q2 20191
Clal Insurance Enterprises Holdings Ltd 110.01%0.01%0.01%Q1 2020Q1 20201
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
GlobalBridge, Inc. 110.09%0.09%0.09%Q1 2014Q1 20141
Delek Group, Ltd. 110.80%0.80%0.80%Q2 2019Q2 20191
Fulcrum Asset Management LLP 110.36%0.36%0.36%Q1 2021Q1 20211
Miura Global Management 110.17%0.17%0.17%Q4 2019Q4 20191
Hodges Capital Management Inc. 110.38%0.38%0.38%Q4 2020Q4 20201
America First Investment Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Stack Financial Management, Inc 112.41%2.41%2.41%Q4 2014Q4 20141
Apex Capital Management 110.04%0.04%0.04%Q2 2013Q2 20131
LUCAS CAPITAL MANAGEMENT 110.20%0.20%0.20%Q1 2018Q1 20181
LINDEN ADVISORS LP 110.82%0.82%0.82%Q1 2018Q1 20181
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 110.02%0.02%0.02%Q4 2021Q4 20211
GENWORTH FINANCIAL INC 110.02%0.02%0.02%Q2 2013Q2 20131
ALESCO ADVISORS LLC 110.01%0.01%0.01%Q4 2019Q4 20191
COLRAIN CAPITAL LLC 110.01%0.01%0.01%Q2 2013Q2 20131
MARATHON CAPITAL MANAGEMENT 110.06%0.06%0.06%Q3 2021Q3 20211
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Western Asset Management Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PROFFITT & GOODSON INC 110.00%0.00%0.00%Q3 2018Q3 20181
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
BRIDGEWAY CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
OLD POINT TRUST & FINANCIAL SERVICES N A 110.01%0.01%0.01%Q2 2023Q2 20231
FIDELITY D & D BANCORP INC 110.23%0.23%0.23%Q3 2023Q3 20231
STEPH & CO 110.01%0.01%0.01%Q3 2023Q3 20231
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.00%Q3 2018Q3 20181
SCOGGIN MANAGEMENT LP 117.15%7.15%7.15%Q4 2022Q4 20221
FIRST NATIONAL BANK SIOUX FALLS 110.22%0.22%0.22%Q4 2021Q4 20211
ASTER INVESTMENT MANAGEMENT CO INC 110.03%0.03%0.03%Q2 2013Q2 20131
Selway Asset Management 110.02%0.02%0.02%Q3 2022Q3 20221
MAIRS & POWER INC 110.00%0.00%0.00%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
PACIFIC SUN FINANCIAL CORP 110.96%0.96%0.96%Q4 2017Q4 20171
Artal Group S.A. 110.38%0.38%0.38%Q3 2017Q3 20171
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PATTEN & PATTEN INC/TN 110.02%0.02%0.02%Q2 2021Q2 20211
EFG CAPITAL INTERNATIONAL CORP. 110.29%0.29%0.29%Q2 2023Q2 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.72%0.72%0.72%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 112.08%2.08%2.08%Q3 2023Q3 20231
NEOS Investment Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.25%0.25%0.25%Q3 2023Q3 20231
SYON CAPITAL LLC 110.09%0.09%0.09%Q3 2023Q3 20231
ROGCO, LP 110.72%0.72%0.72%Q3 2023Q3 20231
External links

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