BLACKSTONE INC shareholder history

Current and past BLACKSTONE INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 17170.00%0.04%0.12%Q3 2019Q3 202351
Cutler Group LLC / CA 17170.00%0.05%0.25%Q3 2019Q3 202350
WOLVERINE TRADING, LLC 17170.00%0.04%0.08%Q3 2019Q3 202350
Citadel Advisors 17170.00%0.03%0.07%Q3 2019Q3 202350
PEAK6 Investments LLC 17170.00%0.06%0.18%Q3 2019Q3 202347
Parallax Volatility Advisers, L.P. 17170.00%0.04%0.13%Q3 2019Q3 202346
UBS Group AG 17170.00%0.06%0.19%Q3 2019Q3 202345
Walleye Trading LLC 17170.00%0.07%0.21%Q3 2019Q3 202345
HAP Trading, LLC 17170.00%0.04%0.34%Q3 2019Q3 202342
BANK OF AMERICA CORP /DE/ 17170.00%0.04%0.13%Q3 2019Q3 202341
CAPITAL FUND MANAGEMENT S.A. 17170.00%0.13%0.41%Q3 2019Q3 202339
JANE STREET GROUP, LLC 17170.00%0.02%0.05%Q3 2019Q3 202339
CITIGROUP INC 17170.00%0.06%0.12%Q3 2019Q3 202338
GOLDMAN SACHS GROUP INC 17170.00%0.02%0.07%Q3 2019Q3 202332
Anchor Investment Management, LLC 32320.02%0.04%0.08%Q1 2016Q4 202332
MILLENNIUM MANAGEMENT LLC 16160.00%0.04%0.24%Q4 2019Q3 202331
RAYMOND JAMES & ASSOCIATES 17170.00%0.07%0.18%Q3 2019Q3 202331
M&T BANK CORP 17170.00%0.02%0.07%Q3 2019Q3 202331
Sutton Wealth Advisors Inc. 31310.02%0.55%1.48%Q1 2016Q3 202331
CREDIT SUISSE AG/ 17170.00%0.05%0.13%Q3 2019Q3 202331
CLEAR STREET MARKETS LLC 17170.00%0.37%0.94%Q3 2019Q3 202330
HighTower Advisors, LLC 17170.00%0.19%0.43%Q3 2019Q3 202330
ROYAL BANK OF CANADA 17170.00%0.18%0.55%Q3 2019Q3 202329
Twin Tree Management, LP 1120.00%0.08%0.26%Q3 2019Q4 202225
NOMURA HOLDINGS INC 1230.00%0.04%0.48%Q3 2019Q3 202325
XR Securities LLC 630.00%0.06%0.52%Q3 2019Q3 202324
Cubist Systematic Strategies, LLC 17170.00%0.06%0.23%Q3 2019Q3 202324
HSBC HOLDINGS PLC 17170.00%0.06%0.12%Q3 2019Q3 202324
Laurion Capital Management LP 410.00%0.10%0.35%Q2 2020Q3 202324
Squarepoint Ops LLC 840.00%0.05%0.14%Q1 2020Q3 202323
BANK OF MONTREAL /CAN/ 1420.00%0.02%0.12%Q3 2019Q3 202323
DEUTSCHE BANK AG\ 17170.00%0.04%0.16%Q3 2019Q3 202322
WELLS FARGO & COMPANY/MN 17170.00%0.09%0.17%Q3 2019Q3 202322
TWO SIGMA SECURITIES, LLC 710.00%0.10%0.34%Q4 2020Q3 202322
OneDigital Investment Advisors LLC 17170.00%0.14%0.41%Q3 2019Q3 202322
Creative Planning 17170.00%0.02%0.03%Q3 2019Q3 202321
CenterStar Asset Management, LLC 510.00%0.10%0.47%Q3 2019Q3 202321
Gerber Kawasaki Wealth & Investment Management 17170.00%0.62%1.35%Q3 2019Q3 202321
1832 Asset Management L.P. 17170.01%0.25%0.51%Q3 2019Q3 202321
Pekin Hardy Strauss, Inc. 17170.02%0.22%0.65%Q3 2019Q3 202321
Perigon Wealth Management, LLC 1710.03%0.33%0.64%Q3 2011Q3 202320
Destination Wealth Management 17170.00%0.76%1.11%Q3 2019Q3 202320
Moors & Cabot, Inc. 17170.00%0.49%0.75%Q3 2019Q3 202320
Heard Capital LLC 16160.06%7.83%13.33%Q4 2019Q3 202320
Private Advisor Group, LLC 17170.00%0.17%0.26%Q3 2019Q3 202320
CREDIT AGRICOLE S A 17170.00%0.02%0.08%Q3 2019Q3 202320
Paloma Partners Management Co 810.00%0.04%0.24%Q4 2019Q3 202319
M&R CAPITAL MANAGEMENT INC 19190.13%0.19%0.26%Q2 2019Q4 202319
DnB Asset Management AS 19190.06%0.11%0.20%Q2 2019Q4 202319
Private Wealth Partners, LLC 17170.00%0.74%1.10%Q3 2019Q3 202319
Raymond James Financial Services Advisors, Inc. 17170.00%0.09%0.16%Q3 2019Q3 202319
Neuberger Berman Group LLC 17170.00%0.42%0.66%Q3 2019Q3 202319
LOWE BROCKENBROUGH & CO INC 18180.06%0.07%0.08%Q2 2019Q3 202318
Heritage Wealth Advisors 18180.00%0.03%0.05%Q2 2019Q3 202318
MAI Capital Management 18180.02%0.07%0.12%Q2 2019Q3 202318
Chesley Taft & Associates LLC 18180.13%0.30%0.52%Q2 2019Q3 202318
CAAS CAPITAL MANAGEMENT LP 410.00%0.16%0.48%Q2 2020Q2 202318
Mutual Advisors, LLC 17170.00%0.11%0.24%Q3 2019Q3 202318
Princeton Global Asset Management LLC 18181.71%2.42%3.05%Q2 2019Q3 202318
Sippican Capital Advisors 18180.53%0.70%0.88%Q2 2019Q3 202318
Penbrook Management LLC 18181.17%1.46%2.08%Q2 2019Q3 202318
OPTIMUM INVESTMENT ADVISORS 18180.15%0.41%0.60%Q3 2019Q4 202318
AR ASSET MANAGEMENT INC 18180.18%0.26%0.36%Q2 2019Q3 202318
BALDWIN BROTHERS LLC/MA 18181.65%2.61%3.29%Q3 2019Q4 202318
Waldron Private Wealth LLC 18180.19%0.25%0.34%Q2 2019Q3 202318
Abbot Financial Management, Inc. 18180.88%1.26%1.84%Q2 2019Q3 202318
WEALTHSOURCE PARTNERS, LLC 17170.00%0.12%0.28%Q3 2019Q3 202318
Capital International Investors 18180.21%0.35%0.54%Q2 2019Q3 202318
Capital World Investors 18180.22%0.38%0.69%Q2 2019Q3 202318
HUDSON EDGE INVESTMENT PARTNERS INC. 18180.20%0.27%0.36%Q2 2019Q3 202318
Baystate Wealth Management LLC 18180.00%0.02%0.03%Q2 2019Q3 202318
Bogart Wealth, LLC 18180.02%0.03%0.05%Q2 2019Q3 202318
WELCH CAPITAL PARTNERS LLC/NY 18185.50%7.09%8.63%Q2 2019Q3 202318
COZAD ASSET MANAGEMENT INC 18181.00%1.38%1.81%Q2 2019Q3 202318
Kingfisher Capital LLC 18180.12%0.78%2.16%Q2 2019Q3 202318
Avior Wealth Management, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
Overbrook Management Corp 18180.07%0.13%0.17%Q2 2019Q3 202318
ADELL HARRIMAN & CARPENTER INC 18182.51%3.05%3.71%Q2 2019Q3 202318
TORRAY INVESTMENT PARTNERS LLC 18180.23%0.40%0.58%Q2 2019Q3 202318
Moloney Securities Asset Management, LLC 18180.06%0.11%0.18%Q2 2019Q3 202318
BEACH INVESTMENT COUNSEL INC/PA 18180.36%0.54%0.84%Q3 2019Q4 202318
Independent Advisor Alliance 17170.00%0.30%0.56%Q3 2019Q3 202318
ROTHSCHILD INVESTMENT LLC /IL 18180.26%0.90%1.85%Q2 2019Q3 202318
GARRISON BRADFORD & ASSOCIATES INC 18184.92%6.86%8.37%Q2 2019Q3 202318
Parallel Advisors, LLC 18180.06%0.09%0.14%Q2 2019Q3 202318
BAHL & GAYNOR INC 18180.03%0.06%0.14%Q2 2019Q3 202318
FISHMAN JAY A LTD/MI 18184.38%5.72%7.15%Q2 2019Q3 202318
COLONY GROUP LLC 18180.01%0.03%0.06%Q2 2019Q3 202318
Aureus Asset Management, LLC 18182.73%3.47%4.06%Q2 2019Q3 202318
AdvisorNet Financial, Inc 18180.04%0.06%0.09%Q2 2019Q3 202318
Canton Hathaway, LLC 18180.34%0.50%0.70%Q2 2019Q3 202318
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.51%0.74%Q4 2019Q3 202318
Advisory Services Network, LLC 18180.11%0.13%0.18%Q2 2019Q3 202318
Proficio Capital Partners LLC 18180.38%0.61%0.90%Q2 2019Q3 202318
AllSquare Wealth Management LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
BARR E S & CO 18183.69%4.36%5.28%Q2 2019Q3 202318
Patriot Financial Group Insurance Agency, LLC 18180.02%0.08%0.12%Q2 2019Q3 202318
CWM, LLC 1080.01%0.02%0.03%Q1 2019Q3 202318
Renaissance Investment Group LLC 18180.36%2.11%3.08%Q2 2019Q3 202318
Private Capital Advisors, Inc. 18181.57%2.69%4.49%Q2 2019Q3 202318
Somerset Group LLC 18180.23%1.94%2.86%Q2 2019Q3 202318
South Dakota Investment Council 18180.02%0.10%0.15%Q2 2019Q3 202318
CAPTRUST FINANCIAL ADVISORS 18180.00%0.04%0.06%Q2 2019Q3 202318
Baldwin Investment Management, LLC 18180.15%0.21%0.28%Q2 2019Q3 202318
Crestwood Advisors Group, LLC 18181.54%1.96%2.64%Q2 2019Q3 202318
Nuveen Asset Management, LLC 16160.00%0.05%0.11%Q4 2019Q3 202318
GRIFFIN ASSET MANAGEMENT, INC. 18180.80%1.07%1.53%Q2 2019Q3 202318
CREATIVE FINANCIAL DESIGNS INC /ADV 18180.02%0.05%0.12%Q2 2019Q3 202318
NEVILLE RODIE & SHAW INC 18180.71%1.44%2.06%Q3 2019Q4 202318
BERKSHIRE ASSET MANAGEMENT LLC/PA 18180.03%0.12%0.20%Q2 2019Q3 202318
Valeo Financial Advisors, LLC 18180.03%0.05%0.07%Q2 2019Q3 202318
Kovack Advisors, Inc. 17170.00%0.31%0.46%Q3 2019Q3 202318
BECK MACK & OLIVER LLC 18185.12%6.27%7.68%Q2 2019Q3 202318
TOCQUEVILLE ASSET MANAGEMENT L.P. 18180.06%0.18%0.27%Q2 2019Q3 202318
ATLAS CAPITAL ADVISORS LLC 18180.04%0.06%0.10%Q2 2019Q3 202318
Private Ocean, LLC 18180.02%0.04%0.05%Q2 2019Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 17170.10%0.14%0.18%Q3 2019Q3 202317
Endurance Wealth Management, Inc. 17170.00%0.01%0.01%Q2 2019Q2 202317
WEDBUSH SECURITIES INC 17170.12%0.16%0.20%Q3 2019Q3 202317
FRANKLIN RESOURCES INC 17170.00%0.01%0.07%Q3 2019Q3 202317
GAMCO INVESTORS, INC. ET AL 17170.07%0.12%0.16%Q3 2019Q3 202317
SCOTIA CAPITAL INC. 17170.04%0.08%0.11%Q3 2019Q3 202317
Lido Advisors, LLC 17170.04%0.16%0.24%Q3 2019Q3 202317
Stratos Wealth Partners, LTD. 17170.08%0.13%0.17%Q3 2019Q3 202317
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17170.04%0.05%0.06%Q3 2019Q3 202317
First Horizon Advisors, Inc. 17170.00%0.00%0.01%Q3 2019Q3 202317
RHUMBLINE ADVISERS 17170.00%0.06%0.16%Q3 2019Q3 202317
MACQUARIE GROUP LTD 17170.00%0.08%0.17%Q3 2019Q3 202317
ROPES WEALTH ADVISORS LLC 17170.04%0.08%0.13%Q3 2019Q3 202317
Tranquility Partners, LLC 17172.27%2.93%3.74%Q3 2019Q3 202317
Capital Analysts, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Capital Advisors, Ltd. LLC 17170.01%0.02%0.08%Q3 2019Q3 202317
VANGUARD GROUP INC 17170.06%0.10%0.16%Q3 2019Q3 202317
Evercore Wealth Management, LLC 17172.23%2.84%3.54%Q3 2019Q3 202317
Segment Wealth Management, LLC 17170.09%0.50%1.30%Q3 2019Q3 202317
FRG Family Wealth Advisors LLC 17170.12%0.17%0.24%Q3 2019Q3 202317
Invesco Ltd. 17170.01%0.02%0.08%Q3 2019Q3 202317
Kovitz Investment Group Partners, LLC 17170.09%1.31%1.97%Q3 2019Q3 202317
CIBC WORLD MARKET INC. 17170.03%0.05%0.08%Q3 2019Q3 202317
Argent Trust Co 17170.13%0.28%0.43%Q3 2019Q3 202317
CARRET ASSET MANAGEMENT, LLC 17170.15%0.53%0.90%Q3 2019Q3 202317
Diligent Investors, LLC 17170.58%0.73%0.87%Q3 2019Q3 202317
Advisors Capital Management, LLC 17170.11%1.36%2.14%Q3 2019Q3 202317
Smithfield Trust Co 17170.01%0.02%0.03%Q3 2019Q3 202317
MEANS INVESTMENT CO., INC. 17170.33%0.45%0.61%Q3 2019Q3 202317
DUPONT CAPITAL MANAGEMENT CORP 17170.06%0.21%0.68%Q3 2019Q3 202317
US BANCORP \DE\ 17170.01%0.02%0.03%Q3 2019Q3 202317
Wellington Shields & Co., LLC 17170.65%1.08%2.19%Q3 2019Q3 202317
Janney Capital Management LLC 17170.02%0.85%1.88%Q3 2019Q3 202317
ENVESTNET ASSET MANAGEMENT INC 17170.01%0.02%0.03%Q3 2019Q3 202317
VALLEY NATIONAL ADVISERS INC 17170.23%0.33%0.48%Q3 2019Q3 202317
Ausdal Financial Partners, Inc. 17170.05%0.11%0.18%Q3 2019Q3 202317
HOWLAND CAPITAL MANAGEMENT LLC 17170.02%0.03%0.20%Q3 2019Q3 202317
IHT Wealth Management, LLC 17170.03%0.07%0.15%Q3 2019Q3 202317
Cetera Advisor Networks LLC 17170.06%0.10%0.14%Q3 2019Q3 202317
SILVERCREST ASSET MANAGEMENT GROUP LLC 17170.02%0.13%0.20%Q3 2019Q3 202317
BBR PARTNERS, LLC 17170.03%0.05%0.10%Q3 2019Q3 202317
Guinness Asset Management LTD 17170.01%0.02%0.04%Q3 2019Q3 202317
FIRST UNITED BANK & TRUST 17170.25%0.57%0.78%Q3 2019Q3 202317
HIGHLAND CAPITAL MANAGEMENT, LLC 17170.05%0.08%0.13%Q3 2019Q3 202317
Slow Capital, Inc. 17170.08%0.39%0.69%Q3 2019Q3 202317
SFMG, LLC 17170.08%0.15%0.23%Q3 2019Q3 202317
CIBC Asset Management Inc 17170.01%0.04%0.08%Q3 2019Q3 202317
KAYNE ANDERSON CAPITAL ADVISORS LP 17170.07%0.17%0.34%Q3 2019Q3 202317
WealthTrust Axiom LLC 17170.08%0.16%0.27%Q3 2019Q3 202317
BAILARD, INC. 17170.02%0.02%0.03%Q3 2019Q3 202317
PNC FINANCIAL SERVICES GROUP, INC. 17170.03%0.07%0.13%Q3 2019Q3 202317
DUNCKER STREETT & CO INC 17170.11%0.77%1.26%Q3 2019Q3 202317
PARSONS CAPITAL MANAGEMENT INC/RI 17170.20%0.52%0.96%Q3 2019Q3 202317
Cresset Asset Management, LLC 17170.01%0.04%0.09%Q3 2019Q3 202317
Cetera Investment Advisers 17170.06%0.11%0.17%Q3 2019Q3 202317
Allen Investment Management, LLC 17170.02%0.11%0.38%Q3 2019Q3 202317
WELLINGTON MANAGEMENT GROUP LLP 17170.08%0.30%0.51%Q3 2019Q3 202317
PROFFITT & GOODSON INC 17170.02%0.03%0.05%Q3 2019Q3 202317
Allianz Asset Management GmbH 17170.00%0.05%0.10%Q3 2019Q3 202317
OPPENHEIMER ASSET MANAGEMENT INC. 17170.01%0.03%0.11%Q3 2019Q3 202317
Steamboat Capital Partners, LLC 17170.12%1.67%2.79%Q3 2019Q3 202317
Cannell & Co. 17170.06%0.13%0.23%Q3 2019Q3 202317
RAYMOND JAMES TRUST N.A. 17170.07%0.09%0.14%Q3 2019Q3 202317
CWA Asset Management Group, LLC 17170.06%0.38%0.70%Q3 2019Q3 202317
WADE G W & INC 17170.10%0.15%0.26%Q3 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 17170.01%0.09%0.19%Q3 2019Q3 202317
North Star Investment Management Corp. 17171.24%1.50%1.86%Q3 2019Q3 202317
Rockefeller Capital Management L.P. 17170.04%0.21%0.38%Q3 2019Q3 202317
Chevy Chase Trust Holdings, LLC 17170.00%0.01%0.17%Q3 2019Q3 202317
Cetera Advisors LLC 17170.07%0.11%0.14%Q3 2019Q3 202317
Global Trust Asset Management, LLC 17170.03%0.04%0.06%Q3 2019Q3 202317
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17170.00%0.00%0.01%Q3 2019Q3 202317
KEYBANK NATIONAL ASSOCIATION/OH 17170.00%0.00%0.01%Q3 2019Q3 202317
Coastal Bridge Advisors, LLC 17170.72%1.09%1.46%Q3 2019Q3 202317
Sheaff Brock Investment Advisors, LLC 17170.06%0.08%0.12%Q3 2019Q3 202317
FRED ALGER MANAGEMENT, LLC 17170.01%0.01%0.03%Q3 2019Q3 202317
CENTRAL TRUST Co 17170.00%0.02%0.03%Q3 2019Q3 202317
DIMENSIONAL FUND ADVISORS LP 17170.01%0.03%0.04%Q3 2019Q3 202317
BigSur Wealth Management LLC 17170.58%1.56%2.69%Q3 2019Q3 202317
Sandy Spring Bank 17170.19%0.48%0.72%Q3 2019Q3 202317
WINTRUST INVESTMENTS LLC 17170.12%0.24%0.51%Q3 2019Q3 202317
Traverso Chambers Private Wealth Management, LLC 17170.22%0.32%0.46%Q3 2019Q3 202317
SeaCrest Wealth Management, LLC 17170.12%0.20%0.25%Q3 2019Q3 202317
BOSTON FINANCIAL MANGEMENT LLC 17170.03%0.09%0.12%Q3 2019Q3 202317
Ellis Investment Partners, LLC 17171.38%1.92%2.64%Q3 2019Q3 202317
PEAPACK GLADSTONE FINANCIAL CORP 17170.07%0.09%0.14%Q3 2019Q3 202317
Partners Group Holding AG 17172.27%3.17%4.11%Q3 2019Q3 202317
Hartford Financial Management Inc. 17170.00%0.01%0.01%Q3 2019Q3 202317
Steward Partners Investment Advisory, LLC 17170.10%0.15%0.26%Q3 2019Q3 202317
TCI Wealth Advisors, Inc. 17170.01%0.05%0.09%Q3 2019Q3 202317
Sepio Capital, LP 17170.02%0.04%0.07%Q3 2019Q3 202317
Chicago Partners Investment Group LLC 17170.76%0.97%1.26%Q3 2019Q3 202317
Manchester Capital Management LLC 17170.01%0.03%0.07%Q3 2019Q3 202317
COMMERCE BANK 17170.01%0.02%0.03%Q3 2019Q3 202317
CENTAURUS FINANCIAL, INC. 17170.18%0.27%0.39%Q3 2019Q3 202317
BESSEMER GROUP INC 17170.00%1.13%2.14%Q3 2019Q3 202317
Texas Yale Capital Corp. 17170.49%0.69%0.95%Q3 2019Q3 202317
Canal Capital Management, LLC 17171.41%1.82%2.18%Q3 2019Q3 202317
MERCER GLOBAL ADVISORS INC /ADV 17170.01%0.02%0.04%Q3 2019Q3 202317
Wellington Shields Capital Management, LLC 17171.00%1.75%3.18%Q3 2019Q3 202317
ALPS ADVISORS INC 17170.02%0.07%0.14%Q3 2019Q3 202317
Linscomb & Williams, Inc. 17170.03%0.06%0.12%Q3 2019Q3 202317
Sound Income Strategies, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Skandinaviska Enskilda Banken AB (publ) 17170.04%0.14%0.27%Q3 2019Q3 202317
ClearBridge Investments 17170.04%0.34%0.56%Q3 2019Q3 202317
UBS ASSET MANAGEMENT AMERICAS INC 17170.00%0.09%0.13%Q3 2019Q3 202317
Adalta Capital Management LLC 17173.33%5.08%6.94%Q3 2019Q3 202317
PIN OAK INVESTMENT ADVISORS INC 17170.01%0.07%0.13%Q3 2019Q3 202317
Global Retirement Partners, LLC 17170.20%0.56%2.73%Q3 2019Q3 202317
Sigma Planning Corp 17170.02%0.09%0.32%Q3 2019Q3 202317
Ancora Advisors LLC 17170.16%0.22%0.27%Q3 2019Q3 202317
BURNS J W & CO INC/NY 17170.07%0.12%0.18%Q3 2019Q3 202317
Ranch Capital Advisors Inc. 17171.08%2.05%2.91%Q3 2019Q3 202317
CAPITAL MANAGEMENT ASSOCIATES /NY/ 17172.12%3.71%5.23%Q3 2019Q3 202317
AVANTAX ADVISORY SERVICES, INC. 17170.02%0.05%0.07%Q3 2019Q3 202317
1776 Wealth LLC 16160.05%0.87%1.47%Q4 2019Q3 202317
USS Investment Management Ltd 17170.12%0.41%1.28%Q3 2019Q3 202317
HORIZON KINETICS ASSET MANAGEMENT LLC 17170.01%0.02%0.02%Q3 2019Q3 202317
TELEMUS CAPITAL, LLC 17170.33%0.62%1.05%Q3 2019Q3 202317
WHITTIER TRUST CO OF NEVADA INC 17170.13%0.31%0.46%Q3 2019Q3 202317
Focused Wealth Management, Inc 17170.88%1.07%1.35%Q3 2019Q3 202317
Lindbrook Capital, LLC 980.03%0.06%0.09%Q2 2019Q3 202317
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17170.00%0.04%0.09%Q3 2019Q3 202317
STATE OF WISCONSIN INVESTMENT BOARD 17170.07%0.11%0.13%Q3 2019Q3 202317
Vestmark Advisory Solutions, Inc. 17170.01%0.14%0.35%Q3 2019Q3 202317
Community Bank & Trust, Waco, Texas 17171.71%2.18%2.92%Q3 2019Q3 202317
EULAV Asset Management 17170.20%0.32%0.47%Q3 2019Q3 202317
Dynamic Advisor Solutions LLC 17170.05%0.08%0.15%Q3 2019Q3 202317
Glassman Wealth Services 17170.02%0.05%0.09%Q3 2019Q3 202317
CHILTON INVESTMENT CO INC. 17170.39%1.37%3.62%Q3 2019Q3 202317
FIFTH THIRD BANCORP 17170.01%0.02%0.03%Q3 2019Q3 202317
Mariner, LLC 17170.03%0.06%0.10%Q3 2019Q3 202317
Sumitomo Mitsui Trust Holdings, Inc. 17170.00%0.16%0.28%Q3 2019Q3 202317
PATHSTONE FAMILY OFFICE, LLC 1310.00%0.05%0.10%Q3 2019Q3 202317
Sargent Investment Group, LLC 17172.59%3.46%4.55%Q3 2019Q3 202317
CLIFFORD SWAN INVESTMENT COUNSEL LLC 17170.02%0.02%0.03%Q3 2019Q3 202317
WESTPAC BANKING CORP 17170.01%0.09%0.16%Q3 2019Q3 202317
Aviance Capital Partners, LLC 17170.32%0.45%0.58%Q3 2019Q3 202317
CULLEN/FROST BANKERS, INC. 17170.01%0.12%0.23%Q3 2019Q3 202317
NewEdge Advisors, LLC 17170.02%0.06%0.12%Q3 2019Q3 202317
Geneos Wealth Management Inc. 17170.02%0.06%0.07%Q3 2019Q3 202317
EASTERLY INVESTMENT PARTNERS LLC 17170.01%0.16%0.40%Q3 2019Q3 202317
CHICKASAW CAPITAL MANAGEMENT LLC 17170.02%0.05%0.07%Q3 2019Q3 202317
E&G Advisors, LP 17170.33%0.50%0.90%Q3 2019Q3 202317
Selective Wealth Management, Inc. 1430.01%0.11%0.25%Q3 2019Q4 202317
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17170.01%0.01%0.03%Q3 2019Q3 202317
DFPG INVESTMENTS, LLC 17170.21%0.69%1.46%Q3 2019Q3 202317
Oakworth Capital, Inc. 17170.01%0.02%0.03%Q3 2019Q3 202317
Bank of New York Mellon Corp 17170.01%0.06%0.11%Q3 2019Q3 202317
SANDERS MORRIS HARRIS LLC 17170.18%8.12%16.59%Q3 2019Q3 202317
Klingman & Associates, LLC 17170.08%0.12%0.16%Q3 2019Q3 202317
Arete Wealth Advisors, LLC 17170.09%0.15%0.38%Q3 2019Q3 202317
ProVise Management Group, LLC 17170.37%0.47%0.71%Q3 2019Q3 202317
D.A. DAVIDSON & CO. 17170.14%0.18%0.23%Q3 2019Q3 202317
RITHOLTZ WEALTH MANAGEMENT 1410.00%0.05%0.11%Q4 2019Q3 202317
Perkins Coie Trust Co 17170.01%0.10%0.19%Q3 2019Q3 202317
LAKE STREET FINANCIAL LLC 17170.31%0.60%0.81%Q3 2019Q3 202317
Beech Hill Advisors, Inc. 17170.55%1.42%2.87%Q3 2019Q3 202317
Realta Investment Advisors 17170.11%0.18%0.24%Q3 2019Q3 202317
Jacobi Capital Management LLC 17170.04%0.07%0.12%Q3 2019Q3 202317
JAG CAPITAL MANAGEMENT, LLC 17170.06%0.23%0.39%Q3 2019Q3 202317
Voya Financial Advisors, Inc. 17170.03%0.08%0.11%Q3 2019Q3 202317
EVERGREEN CAPITAL MANAGEMENT LLC 17170.02%0.04%0.15%Q3 2019Q3 202317
STEPHENS INC /AR/ 17170.37%0.47%0.60%Q3 2019Q3 202317
ELEMENT POINTE ADVISORS, LLC 17170.16%0.36%0.66%Q3 2019Q3 202317
CIBC Private Wealth Group, LLC 17170.70%1.51%2.54%Q3 2019Q3 202317
Fiduciary Group LLC 17170.10%0.30%0.67%Q3 2019Q3 202317
Cooper Financial Group 16160.00%0.22%0.52%Q4 2019Q3 202317
DEARBORN PARTNERS LLC 17170.04%0.07%0.10%Q3 2019Q3 202317
SIGNATUREFD, LLC 17170.01%0.02%0.04%Q3 2019Q3 202317
Joel Isaacson & Co., LLC 17170.08%0.12%0.36%Q3 2019Q3 202317
Rathbones Group PLC 17170.02%0.02%0.04%Q3 2019Q3 202317
Cerity Partners LLC 17170.01%0.05%0.16%Q3 2019Q3 202317
GREAT VALLEY ADVISOR GROUP, INC. 17170.04%0.14%0.29%Q3 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 17170.09%0.13%0.18%Q3 2019Q3 202317
Russell Investments Group, Ltd. 17170.04%0.10%0.16%Q3 2019Q3 202317
Fort Sheridan Advisors LLC 17171.23%1.72%2.27%Q3 2019Q3 202317
Wedgewood Partners 17170.05%0.17%0.25%Q2 2019Q2 202317
MONECO Advisors, LLC 17170.19%0.53%0.84%Q3 2019Q3 202317
WHITTIER TRUST CO 17170.12%0.42%0.64%Q3 2019Q3 202317
King Wealth Management Group 17170.26%0.37%0.47%Q3 2019Q3 202317
SYNOVUS FINANCIAL CORP 17170.01%0.03%0.05%Q3 2019Q3 202317
FINANCIAL COUNSELORS INC 17170.01%0.02%0.02%Q3 2019Q3 202317
SEI INVESTMENTS CO 17170.00%0.06%0.21%Q3 2019Q3 202317
LEAVELL INVESTMENT MANAGEMENT, INC. 17170.69%1.23%1.76%Q3 2019Q3 202317
Markel Corporation 17170.89%1.38%1.85%Q3 2019Q3 202317
Legacy Bridge, LLC 17170.15%0.21%0.27%Q3 2019Q3 202317
NATIXIS ADVISORS, L.P. 17170.00%0.01%0.04%Q3 2019Q3 202317
JPMORGAN CHASE & CO 17170.02%0.13%0.24%Q3 2019Q3 202317
Providence Capital Advisors, LLC 17170.01%0.01%0.03%Q3 2019Q3 202317
GABLES CAPITAL MANAGEMENT INC. 17170.01%0.21%0.66%Q3 2019Q3 202317
RIVERPARK CAPITAL MANAGEMENT LLC 17173.37%4.47%5.59%Q3 2019Q3 202317
Sterneck Capital Management, LLC 17170.16%0.28%0.44%Q3 2019Q3 202317
Colonial Trust Advisors 17170.21%0.85%1.31%Q3 2019Q3 202317
PRICE T ROWE ASSOCIATES INC /MD/ 17170.00%0.00%0.02%Q3 2019Q3 202317
Principle Wealth Partners LLC 17170.16%0.23%0.27%Q3 2019Q3 202317
Investors Research Corp 17170.00%0.01%0.02%Q3 2019Q3 202317
MGO ONE SEVEN LLC 17170.06%0.13%0.25%Q3 2019Q3 202317
Busey Bank 17170.02%0.02%0.04%Q3 2019Q3 202317
JANUS HENDERSON GROUP PLC 17170.34%0.51%0.66%Q3 2019Q3 202317
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.03%0.11%0.22%Q3 2019Q3 202317
ArrowMark Colorado Holdings LLC 17170.03%0.04%0.07%Q3 2019Q3 202317
BANK HAPOALIM BM 17170.11%0.63%1.20%Q3 2019Q3 202317
ARROW FINANCIAL CORP 17170.00%0.01%0.02%Q3 2019Q3 202317
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 17170.04%0.11%0.46%Q3 2019Q3 202317
FMR LLC 17170.00%0.01%0.04%Q3 2019Q3 202317
Krilogy Financial LLC 17170.06%0.13%0.21%Q3 2019Q3 202317
LEVIN CAPITAL STRATEGIES, L.P. 17170.03%0.05%0.16%Q3 2019Q3 202317
OPPENHEIMER & CO INC 17170.17%0.22%0.30%Q3 2019Q3 202317
TSFG, LLC 17170.00%0.02%0.10%Q3 2019Q3 202317
Atlantic Union Bankshares Corp 17170.03%0.06%0.08%Q3 2019Q3 202317
State of New Jersey Common Pension Fund D 17170.05%0.12%0.16%Q3 2019Q3 202317
KCM INVESTMENT ADVISORS LLC 17170.06%0.16%0.28%Q3 2019Q3 202317
BUCKINGHAM STRATEGIC WEALTH, LLC 17170.02%0.03%0.04%Q3 2019Q3 202317
MANUFACTURERS LIFE INSURANCE COMPANY, THE 17170.00%0.04%0.08%Q3 2019Q3 202317
DAVIS R M INC 17170.01%0.02%0.02%Q3 2019Q3 202317
LAZARD ASSET MANAGEMENT LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
FLAGSHIP HARBOR ADVISORS, LLC 17170.11%0.20%0.28%Q3 2019Q3 202317
FinTrust Capital Advisors, LLC 17170.04%0.09%0.17%Q3 2019Q3 202317
GEODE CAPITAL MANAGEMENT, LLC 17170.05%0.09%0.17%Q3 2019Q3 202317
SFE Investment Counsel 17170.44%0.99%1.43%Q3 2019Q3 202317
Belpointe Asset Management LLC 17170.06%0.12%0.21%Q3 2019Q3 202317
Good Life Advisors, LLC 17170.07%0.18%0.38%Q3 2019Q3 202317
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 17170.26%0.62%0.82%Q3 2019Q3 202317
Institute for Wealth Management, LLC. 17170.17%0.27%0.37%Q3 2019Q3 202317
APG Asset Management N.V. 17170.01%0.22%0.48%Q3 2019Q3 202317
FIRST AMERICAN TRUST, FSB 17170.06%0.09%0.12%Q3 2019Q3 202317
Douglass Winthrop Advisors, LLC 1520.01%0.02%0.03%Q2 2019Q3 202317
Tortoise Investment Management, LLC 17170.01%0.01%0.01%Q3 2019Q3 202317
PRIVATE TRUST CO NA 17170.11%0.20%0.65%Q3 2019Q3 202317
JRM Investment Counsel, LLC 17173.68%6.98%10.10%Q3 2019Q3 202317
&PARTNERS 17170.88%1.60%2.22%Q3 2019Q3 202317
TRUIST FINANCIAL CORP 17170.01%0.03%0.05%Q3 2019Q3 202317
JOHNSON INVESTMENT COUNSEL INC 17170.02%0.04%0.06%Q3 2019Q3 202317
STATE STREET CORP 17170.00%0.06%0.16%Q3 2019Q3 202317
Edgemoor Investment Advisors, Inc. 17171.05%1.55%2.11%Q3 2019Q3 202317
Oxbow Advisors, LLC 17170.14%0.26%0.41%Q3 2019Q3 202317
TrinityPoint Wealth, LLC 17170.24%0.41%0.64%Q3 2019Q3 202317
MOSELEY INVESTMENT MANAGEMENT INC 17170.30%0.58%0.97%Q3 2019Q3 202317
CITY HOLDING CO 17170.00%0.01%0.02%Q3 2019Q3 202317
FAYEZ SAROFIM & CO 17170.06%0.18%0.31%Q3 2019Q3 202317
J. L. Bainbridge & Co., Inc. 17170.03%0.40%1.79%Q3 2019Q3 202317
LGT CAPITAL PARTNERS LTD. 17170.78%1.34%2.03%Q3 2019Q3 202317
Shepherd Financial Partners LLC 17170.29%0.48%1.02%Q3 2019Q3 202317
Seneca House Advisors 17171.89%3.62%5.26%Q3 2019Q3 202317
First PREMIER Bank 17170.14%0.36%0.50%Q3 2019Q3 202317
RDA Financial Network 17170.36%0.54%0.75%Q3 2019Q3 202317
Highlander Capital Management, LLC 17170.44%0.54%0.73%Q3 2019Q3 202317
SIT INVESTMENT ASSOCIATES INC 17170.01%0.02%0.04%Q3 2019Q3 202317
First Personal Financial Services 17170.03%0.05%0.10%Q3 2019Q3 202317
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 17173.68%5.80%8.15%Q3 2019Q3 202317
Mirae Asset Global Investments Co., Ltd. 17170.01%0.02%0.04%Q3 2019Q3 202317
HoyleCohen, LLC 17170.61%1.08%1.57%Q3 2019Q3 202317
IFP Advisors, Inc 17170.07%0.15%0.24%Q3 2019Q3 202317
PINNACLE FINANCIAL PARTNERS INC 17170.09%0.13%0.17%Q3 2019Q3 202317
B & T Capital Management DBA Alpha Capital Management 17171.16%1.65%2.15%Q3 2019Q3 202317
SG Americas Securities, LLC 17170.02%0.04%0.09%Q3 2019Q3 202317
HOLDERNESS INVESTMENTS CO 17170.72%0.95%1.27%Q3 2019Q3 202317
Mirador Capital Partners LP 17171.37%2.08%2.91%Q3 2019Q3 202317
Rossmore Private Capital 17170.08%0.13%0.24%Q3 2019Q3 202317
Next Capital Management LLC 17170.15%0.42%0.92%Q3 2019Q3 202317
NORTHEAST INVESTMENT MANAGEMENT 17170.31%0.85%1.40%Q3 2019Q3 202317
TOWER BRIDGE ADVISORS 17170.06%0.22%0.77%Q3 2019Q3 202317
MOODY LYNN & LIEBERSON, LLC 17170.54%2.55%4.02%Q3 2019Q3 202317
ARS Investment Partners, LLC 17170.71%0.99%1.28%Q3 2019Q3 202317
PRUDENTIAL FINANCIAL INC 17170.00%0.01%0.10%Q3 2019Q3 202317
Meridian Wealth Advisors, LLC 17170.10%0.15%0.23%Q3 2019Q3 202317
HM PAYSON & CO 17170.11%0.15%0.20%Q3 2019Q3 202317
FIDUCIARY TRUST CO 17170.01%0.03%0.05%Q3 2019Q3 202317
WELCH & FORBES LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
Vantage Investment Partners, LLC 17170.43%0.98%1.89%Q3 2019Q3 202317
Archon Partners LLC 17171.56%2.42%3.20%Q3 2019Q3 202317
Janney Montgomery Scott LLC 17170.18%0.26%0.41%Q3 2019Q3 202317
BROWN BROTHERS HARRIMAN & CO 17170.00%0.01%0.02%Q3 2019Q3 202317
Parkside Financial Bank & Trust 17170.04%0.07%0.13%Q3 2019Q3 202317
NORTHERN TRUST CORP 17170.02%0.07%0.14%Q3 2019Q3 202317
AMERIPRISE FINANCIAL INC 17170.01%0.03%0.11%Q3 2019Q3 202317
Baird Financial Group, Inc. 17170.02%0.03%0.06%Q3 2019Q3 202317
Allworth Financial LP 17170.00%0.01%0.03%Q3 2019Q3 202317
GLENMEDE TRUST CO NA 17170.01%0.01%0.02%Q3 2019Q3 202317
STIFEL FINANCIAL CORP 17170.09%0.12%0.18%Q3 2019Q3 202317
LPL Financial LLC 17170.04%0.06%0.09%Q3 2019Q3 202317
NorthRock Partners, LLC 17170.02%0.05%0.09%Q3 2019Q3 202317
NOMURA ASSET MANAGEMENT CO LTD 17170.05%0.12%0.18%Q3 2019Q3 202317
Legal & General Group Plc 17170.06%0.14%0.22%Q3 2019Q3 202317
BlackRock Inc. 17170.02%0.08%0.14%Q3 2019Q3 202317
KING LUTHER CAPITAL MANAGEMENT CORP 17170.00%0.01%0.01%Q3 2019Q3 202317
RiverPark Advisors, LLC 17171.37%3.37%4.93%Q3 2019Q3 202317
Van Cleef Asset Management,Inc 17170.06%0.10%0.21%Q3 2019Q3 202317
DIVIDEND ASSETS CAPITAL, LLC 17170.10%0.21%0.29%Q3 2019Q3 202317
Wealthcare Advisory Partners LLC 17170.01%0.05%0.08%Q3 2019Q3 202317
MARK SHEPTOFF FINANCIAL PLANNING, LLC 17170.20%0.28%0.37%Q3 2019Q3 202317
Donald L. Hagan, LLC 17170.38%0.54%0.71%Q3 2019Q3 202317
BLAIR WILLIAM & CO/IL 17170.15%0.32%0.46%Q3 2019Q3 202317
Essex Financial Services, Inc. 17170.24%0.46%2.00%Q3 2019Q3 202317
GABELLI FUNDS LLC 17170.06%0.12%0.17%Q3 2019Q3 202317
Daiwa Securities Group Inc. 17170.01%0.03%0.07%Q3 2019Q3 202317
HUNTINGTON NATIONAL BANK 17170.01%0.01%0.03%Q3 2019Q3 202317
Douglas Lane & Associates, LLC 17171.25%1.66%2.17%Q3 2019Q3 202317
MONETARY MANAGEMENT GROUP INC 1430.02%0.12%0.36%Q2 2019Q3 202317
Bartlett & Co. LLC 1610.00%0.00%0.01%Q3 2019Q4 202317
Seelaus Asset Management LLC 17170.31%0.45%0.96%Q3 2019Q3 202317
Intellectus Partners, LLC 17170.57%0.77%0.95%Q3 2019Q3 202317
Walleye Capital LLC 410.01%0.07%0.39%Q3 2019Q3 202317
OLD POINT TRUST & FINANCIAL SERVICES N A 17171.56%2.75%3.71%Q3 2019Q3 202317
PINNACLE ASSOCIATES LTD 17170.09%0.24%0.38%Q3 2019Q3 202317
CANADA PENSION PLAN INVESTMENT BOARD 17170.04%0.07%0.10%Q3 2019Q3 202317
ST GERMAIN D J CO INC 1430.03%0.66%2.45%Q3 2019Q4 202317
Financial Partners Group, Inc 17170.10%0.15%0.18%Q3 2019Q3 202317
Supplemental Annuity Collective Trust of NJ 17170.13%0.19%0.25%Q3 2019Q3 202317
Prospera Financial Services Inc 17170.85%1.54%4.30%Q3 2019Q3 202317
Lee Financial Co 17170.01%0.02%0.04%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.59%0.84%1.05%Q3 2019Q3 202317
Family Management Corp 17170.06%0.90%1.61%Q3 2019Q3 202317
SOL Capital Management CO 17170.96%1.17%1.49%Q3 2019Q3 202317
LINCOLN CAPITAL CORP 17170.19%0.36%0.50%Q3 2019Q3 202317
BENJAMIN F. EDWARDS & COMPANY, INC. 17170.02%0.03%0.06%Q3 2019Q3 202317
FIRST NATIONAL BANK SIOUX FALLS 17170.90%1.36%2.13%Q3 2019Q3 202317
Hudock, Inc. 17170.09%0.51%0.79%Q3 2019Q3 202317
Mraz, Amerine & Associates, Inc. 17170.06%0.15%0.25%Q3 2019Q3 202317
Financial Advocates Investment Management 17170.04%0.06%0.10%Q3 2019Q3 202317
MML INVESTORS SERVICES, LLC 17170.03%0.06%0.10%Q3 2019Q3 202317
MORGAN STANLEY 17170.19%0.24%0.34%Q3 2019Q3 202317
RESOURCES MANAGEMENT CORP /CT/ /ADV 17170.03%0.34%0.94%Q3 2019Q3 202317
McIlrath & Eck, LLC 17170.01%0.02%0.04%Q3 2019Q3 202317
Sargent Bickham Lagudis LLC 17170.00%0.01%0.04%Q4 2018Q4 202217
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17170.23%0.34%0.44%Q3 2019Q3 202317
MACKENZIE FINANCIAL CORP 17170.01%0.21%0.37%Q3 2019Q3 202317
ADVISORY RESEARCH INC 17170.03%0.07%0.16%Q3 2019Q3 202317
FIRST MANHATTAN CO. LLC. 17170.00%0.01%0.01%Q3 2019Q3 202317
JACOBSON & SCHMITT ADVISORS, LLC 17171.93%2.51%3.37%Q3 2019Q3 202317
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 17170.02%0.03%0.04%Q3 2019Q3 202317
TRUE Private Wealth Advisors 17170.07%0.11%0.18%Q3 2019Q3 202317
Hilton Capital Management, LLC 17170.08%1.21%2.36%Q3 2019Q3 202317
AE Wealth Management LLC 17170.01%0.02%0.04%Q3 2019Q3 202317
PITTENGER & ANDERSON INC 17170.01%0.05%0.09%Q3 2019Q3 202317
CAPITAL CITY TRUST CO/FL 17170.66%0.92%1.31%Q3 2019Q3 202317
B. Riley Wealth Advisors, Inc. 17170.12%0.19%0.29%Q3 2019Q3 202317
BOWEN HANES & CO INC 17170.92%1.61%2.42%Q3 2019Q3 202317
BROWN ADVISORY INC 17170.08%0.53%1.07%Q3 2019Q3 202317
MEYER HANDELMAN CO 17170.10%0.14%0.25%Q3 2019Q3 202317
Claro Advisors LLC 17170.12%0.36%0.53%Q3 2019Q3 202317
Northeast Financial Consultants Inc 17170.34%0.43%0.55%Q3 2019Q3 202317
Western Wealth Management, LLC 880.08%0.13%0.24%Q3 2019Q3 202316
Asset Management One Co., Ltd. 16160.08%0.11%0.15%Q4 2019Q3 202316
MOODY NATIONAL BANK TRUST DIVISION 16160.06%0.11%0.24%Q4 2019Q3 202316
SHEETS SMITH WEALTH MANAGEMENT 16160.04%0.13%0.22%Q4 2019Q3 202316
DAVENPORT & Co LLC 16160.03%0.05%0.06%Q4 2019Q3 202316
Baltimore-Washington Financial Advisors, Inc. 971.28%1.91%2.56%Q3 2019Q3 202316
Equitable Holdings, Inc. 16160.07%0.10%0.13%Q4 2019Q3 202316
SVB WEALTH LLC 16160.02%0.32%0.84%Q4 2019Q3 202316
abrdn plc 16160.07%0.11%0.16%Q4 2019Q3 202316
Compass Ion Advisors, LLC 16160.46%0.76%1.06%Q4 2019Q3 202316
GUGGENHEIM CAPITAL LLC 16160.00%0.08%0.24%Q4 2019Q3 202316
Compagnie Lombard Odier SCmA 16160.56%1.53%2.30%Q4 2019Q3 202316
Versant Capital Management, Inc 16160.01%0.03%0.09%Q1 2020Q4 202316
Edgewood Management 16160.00%1.32%4.50%Q4 2019Q3 202316
Field & Main Bank 1420.90%1.16%1.49%Q3 2019Q3 202316
Select Equity Group, L.P. 15150.01%0.16%0.75%Q3 2019Q1 202316
NORDEA INVESTMENT MANAGEMENT AB 16160.00%0.00%0.01%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16161.11%1.45%1.80%Q4 2019Q3 202316
TD ASSET MANAGEMENT INC 16160.00%0.07%0.23%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.08%0.19%0.42%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.12%0.32%0.57%Q4 2019Q3 202316
Zurcher Kantonalbank (Zurich Cantonalbank) 16160.05%0.07%0.09%Q4 2019Q3 202316
FIRST FINANCIAL CORP /IN/ 1330.00%0.02%0.05%Q3 2019Q3 202316
Cornerstone Wealth Management, LLC 1330.43%0.59%0.80%Q3 2019Q3 202316
WEBSTER BANK, N. A. 16160.00%0.01%0.01%Q4 2019Q3 202316
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 16160.00%0.11%0.20%Q4 2019Q3 202316
PRIO WEALTH LIMITED PARTNERSHIP 1420.01%0.02%0.05%Q3 2019Q3 202316
DekaBank Deutsche Girozentrale 16160.01%0.03%0.04%Q4 2019Q3 202316
Trust Co 16160.00%0.01%0.03%Q4 2019Q3 202316
PRINCIPAL FINANCIAL GROUP INC 16160.00%0.01%0.06%Q4 2019Q3 202316
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 16160.05%0.09%0.18%Q4 2019Q3 202316
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 16160.00%0.11%0.20%Q4 2019Q3 202316
CAPITAL ADVISORS INC/OK 16160.50%0.76%1.11%Q4 2019Q3 202316
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 16160.01%0.05%0.06%Q4 2019Q3 202316
Financial Architects, Inc 16160.11%0.56%3.74%Q3 2019Q2 202316
CHAI TRUST CO LLC 16160.41%0.89%1.42%Q3 2019Q2 202316
Bleichroeder LP 16160.35%1.27%2.11%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.01%0.02%0.03%Q2 2019Q3 202316
Integrated Wealth Concepts LLC 16160.03%0.06%0.12%Q4 2019Q3 202316
BOKF, NA 970.01%0.02%0.04%Q3 2019Q3 202316
Summit Place Financial Advisors, LLC 16161.29%1.93%3.72%Q4 2019Q3 202316
SPIRIT OF AMERICA MANAGEMENT CORP/NY 1510.23%0.39%0.59%Q3 2019Q3 202316
National Pension Service 16160.01%0.16%0.23%Q4 2019Q3 202316
StoneX Group Inc. 1060.29%0.56%1.09%Q3 2019Q3 202316
Quadrant Private Wealth Management, LLC 1240.13%0.21%0.31%Q3 2019Q3 202316
1834 INVESTMENT ADVISORS CO 1060.00%0.03%0.06%Q3 2019Q3 202316
Dakota Wealth Management 1420.03%0.06%0.12%Q3 2019Q3 202316
Stamos Capital Partners, L.P. 970.33%1.25%2.31%Q3 2019Q3 202316
Meiji Yasuda Asset Management Co Ltd. 16160.04%0.08%0.16%Q4 2019Q3 202316
CI INVESTMENTS INC. 970.00%0.00%0.02%Q3 2019Q3 202316
ROSENBLUM SILVERMAN SUTTON S F INC /CA 16160.52%0.97%1.35%Q4 2019Q3 202316
ALLIANCEBERNSTEIN L.P. 16160.00%0.01%0.04%Q4 2019Q3 202316
Creegan & Nassoura Financial Group, LLC 16162.48%3.25%4.17%Q4 2019Q3 202316
SRS Capital Advisors, Inc. 1060.05%0.09%0.15%Q3 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.38%0.78%1.36%Q4 2019Q3 202316
Korea Investment CORP 16160.02%0.10%0.18%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.02%0.04%Q4 2019Q3 202316
NAPLES GLOBAL ADVISORS, LLC 16160.28%0.41%0.58%Q4 2019Q3 202316
Sculati Wealth Management, LLC 16161.16%1.39%1.67%Q4 2019Q3 202316
BRADLEY FOSTER & SARGENT INC/CT 1330.09%0.19%0.32%Q3 2019Q3 202316
TRANSCEND CAPITAL ADVISORS, LLC 16160.56%1.14%2.81%Q4 2019Q3 202316
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 16160.05%0.07%0.10%Q4 2019Q3 202316
Hodges Capital Management Inc. 16160.06%0.11%0.22%Q4 2019Q3 202316
INGALLS & SNYDER LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
Consolidated Investment Group LLC 16161.37%2.02%3.00%Q4 2019Q3 202316
Mitsubishi UFJ Asset Management Co., Ltd. 16160.05%0.07%0.14%Q4 2019Q3 202316
Jupiter Wealth Management LLC 16160.10%0.79%2.79%Q3 2019Q2 202316
Marble Harbor Investment Counsel, LLC 16160.04%0.05%0.07%Q4 2019Q3 202316
Truvestments Capital LLC 970.02%0.22%0.82%Q3 2019Q3 202316
Integrated Advisors Network LLC 16160.16%0.47%3.40%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.10%0.16%0.28%Q4 2019Q3 202316
Allen Capital Group, LLC 1331.04%1.34%1.61%Q3 2019Q3 202316
Mitsubishi UFJ Trust & Banking Corp 16160.06%0.09%0.14%Q4 2019Q3 202316
South Street Advisors LLC 16161.70%3.37%5.36%Q4 2019Q3 202316
Rehmann Capital Advisory Group 1510.11%0.17%0.24%Q3 2019Q3 202316
CERTUITY, LLC 10100.01%0.05%0.11%Q2 2021Q3 202316
REGIONS FINANCIAL CORP 16160.01%0.01%0.02%Q4 2019Q3 202316
TimeScale Financial, Inc. 1510.01%0.01%0.02%Q2 2019Q2 202316
Dai-ichi Life Insurance Company, Ltd 16160.01%0.09%0.62%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.05%0.13%Q4 2019Q3 202316
J.W. COLE ADVISORS, INC. 16160.12%0.19%0.39%Q4 2019Q3 202316
Gulf International Bank (UK) Ltd 16160.11%0.16%0.20%Q4 2019Q3 202316
NATIXIS 1310.00%0.20%2.77%Q2 2019Q3 202316
SteelPeak Wealth, LLC 16160.02%0.12%0.30%Q4 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.05%0.09%0.12%Q4 2019Q3 202316
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 16160.14%0.23%0.32%Q4 2019Q3 202316
Kingsview Wealth Management, LLC 1060.07%0.11%0.16%Q3 2019Q3 202316
Powell Investment Advisors, LLC 16160.24%0.31%0.41%Q4 2019Q3 202316
Achmea Investment Management B.V. 16160.03%0.18%0.58%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.14%0.33%0.51%Q4 2019Q3 202316
Snowden Capital Advisors LLC 880.09%0.12%0.19%Q3 2019Q3 202316
NWAM LLC 1240.01%0.06%0.12%Q3 2019Q3 202316
Verdence Capital Advisors LLC 16160.05%0.14%0.21%Q4 2019Q3 202316
IAT REINSURANCE CO LTD. 1330.43%1.18%6.25%Q3 2019Q3 202316
Sumitomo Mitsui DS Asset Management Company, Ltd 16160.06%0.08%0.11%Q4 2019Q3 202316
Veritable, L.P. 16160.01%0.01%0.03%Q3 2019Q2 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.03%0.04%0.10%Q4 2019Q3 202316
J.P. Morgan Private Wealth Advisors LLC 1510.26%0.41%0.58%Q3 2019Q3 202316
Bay Rivers Group 16160.19%0.86%1.77%Q4 2019Q3 202316
WealthPLAN Partners, LLC 1150.08%0.21%0.71%Q3 2019Q4 202316
STRATEGY ASSET MANAGERS LLC 16160.28%0.40%0.67%Q2 2019Q1 202316
TOMPKINS FINANCIAL CORP 1060.02%0.03%0.04%Q4 2019Q4 202316
Visionary Wealth Advisors 16160.04%0.05%0.06%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.40%0.75%1.09%Q4 2019Q3 202316
Clearstead Advisors, LLC 16160.04%0.12%0.26%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.15%0.22%0.28%Q4 2019Q3 202316
VICTORY CAPITAL MANAGEMENT INC 16160.01%0.05%0.10%Q4 2019Q3 202316
IFM Investors Pty Ltd 16160.12%0.17%0.21%Q4 2019Q3 202316
BEACON INVESTMENT ADVISORY SERVICES, INC. 1420.01%0.04%0.18%Q3 2019Q3 202316
MCF Advisors LLC 970.00%0.01%0.01%Q3 2019Q3 202316
NEW VERNON INVESTMENT MANAGEMENT LLC 16161.50%2.00%2.74%Q4 2019Q3 202316
FineMark National Bank & Trust 16160.01%0.19%0.38%Q4 2019Q3 202316
RMB Capital Management, LLC 1210.01%0.08%1.02%Q3 2019Q3 202316
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1060.00%0.00%0.00%Q3 2019Q3 202316
KBC Group NV 16160.06%0.15%0.24%Q4 2019Q3 202316
Secure Asset Management, LLC 16160.30%0.43%0.64%Q4 2019Q3 202316
COMPTON CAPITAL MANAGEMENT INC /RI 16161.50%2.88%9.04%Q3 2019Q2 202316
JNBA Financial Advisors 16160.02%0.03%0.04%Q4 2019Q3 202316
Caprock Group, LLC 1240.03%0.06%0.23%Q3 2019Q3 202316
First Heartland Consultants, Inc. 16160.03%0.09%0.21%Q4 2019Q3 202316
Avantax Planning Partners, Inc. 16160.01%0.02%0.02%Q4 2019Q3 202316
Gilman Hill Asset Management, LLC 1420.08%0.12%0.27%Q3 2019Q3 202316
Ensign Peak Advisors, Inc 16160.01%0.10%0.23%Q4 2019Q3 202316
LINCOLN NATIONAL CORP 16160.01%0.03%0.06%Q4 2019Q3 202316
GREAT WEST LIFE ASSURANCE CO /CAN/ 16160.03%0.08%0.15%Q4 2019Q3 202316
WESTWOOD HOLDINGS GROUP INC 880.02%0.28%0.90%Q3 2019Q3 202316
Kistler-Tiffany Companies, LLC 16160.07%0.10%0.13%Q3 2019Q2 202316
GFG Capital, LLC 16161.72%2.57%3.75%Q4 2019Q3 202316
Jaffetilchin Investment Partners, LLC 1150.07%0.23%0.44%Q3 2019Q3 202316
Samalin Investment Counsel, LLC 16160.25%0.42%0.58%Q4 2019Q3 202316
Livforsakringsbolaget Skandia, Omsesidigt 16160.01%0.09%0.40%Q4 2019Q3 202316
DIMENSION CAPITAL MANAGEMENT LLC 16160.12%0.22%0.28%Q3 2019Q2 202316
TORONTO DOMINION BANK 16160.01%0.03%0.06%Q4 2019Q3 202316
Randolph Co Inc 1143.52%4.58%6.41%Q4 2019Q3 202315
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 15150.19%0.31%0.49%Q1 2020Q3 202315
Larson Financial Group LLC 1410.00%0.01%0.04%Q4 2019Q3 202315
FIRST TRUST ADVISORS LP 1050.00%0.05%0.12%Q4 2019Q3 202315
Addison Capital Co 15150.22%0.32%0.47%Q3 2019Q1 202315
GOFEN & GLOSSBERG LLC /IL/ 15150.01%0.18%0.40%Q2 2019Q4 202215
Avidian Wealth Solutions, LLC 15150.08%0.12%0.16%Q1 2020Q3 202315
Element Wealth, LLC 15150.40%0.53%0.71%Q1 2020Q3 202315
NEW YORK STATE COMMON RETIREMENT FUND 15150.00%0.09%0.16%Q1 2020Q3 202315
Domani Wealth, LLC 15150.08%0.14%0.23%Q3 2019Q1 202315
BDO Wealth Advisors, LLC 1410.05%0.06%0.08%Q3 2019Q2 202315
Voss Capital, LLC 15150.06%2.53%4.94%Q4 2019Q2 202315
Community Bank, N.A. 15150.00%0.00%0.01%Q3 2019Q1 202315
WASHINGTON TRUST Co 15150.01%0.08%0.57%Q1 2020Q3 202315
Laidlaw Wealth Management LLC 1140.38%0.62%0.90%Q4 2019Q3 202315
ACADIAN ASSET MANAGEMENT LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
Venturi Wealth Management, LLC 1410.02%0.03%0.04%Q4 2019Q3 202315
Retirement Group, LLC 1410.14%0.24%0.45%Q4 2019Q3 202315
FLPUTNAM INVESTMENT MANAGEMENT CO 15150.01%0.03%0.12%Q1 2020Q3 202315
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 15150.02%0.07%0.17%Q3 2019Q1 202315
QUADRANT CAPITAL GROUP LLC 15150.00%0.01%0.05%Q1 2020Q3 202315
Plante Moran Financial Advisors, LLC 1410.01%0.05%0.15%Q3 2019Q3 202315
Modus Advisors, LLC 15150.30%1.12%1.61%Q2 2020Q4 202315
BRAVE ASSET MANAGEMENT INC 1320.15%0.47%1.22%Q3 2019Q3 202315
Quad-Cities Investment Group, LLC 1410.15%0.36%0.47%Q3 2019Q3 202315
SCHRODER INVESTMENT MANAGEMENT GROUP 870.00%0.01%0.04%Q4 2019Q3 202315
VALLEY WEALTH MANAGERS, INC. 15150.01%0.04%0.06%Q3 2019Q1 202315
Strategic Wealth Partners, Ltd. 15150.00%0.68%1.08%Q3 2019Q1 202315
Wealthspire Advisors, LLC 15150.03%0.06%0.11%Q1 2020Q3 202315
TRUST CO OF VERMONT 810.00%0.00%0.02%Q3 2019Q3 202315
RMR Wealth Builders 1410.05%0.21%0.32%Q4 2019Q3 202315
Wealth Alliance Advisory Group, LLC 1410.10%0.15%0.22%Q4 2019Q3 202315
D. E. Shaw & Co., Inc. 1410.00%0.14%0.35%Q3 2019Q3 202315
Summit Trail Advisors, LLC 15150.05%0.10%0.16%Q1 2020Q3 202315
Fortis Advisors, LLC 15150.03%0.06%0.09%Q1 2020Q3 202315
COMERICA BANK 1410.00%0.03%0.13%Q3 2019Q3 202315
COURIER CAPITAL LLC 13130.00%0.03%0.04%Q3 2020Q3 202315
FARALLON CAPITAL MANAGEMENT LLC 15150.16%1.36%1.79%Q1 2020Q3 202315
TEACHER RETIREMENT SYSTEM OF TEXAS 15150.01%0.11%0.22%Q1 2020Q3 202315
Welch Group, LLC 15150.04%0.19%0.33%Q1 2020Q3 202315
Inscription Capital, LLC 15150.22%0.51%0.76%Q1 2020Q3 202315
WMS Partners, LLC 15150.08%0.15%0.32%Q1 2020Q3 202315
Insight Advisors, LLC/ PA 12120.00%0.42%0.72%Q4 2020Q3 202315
GRAND JEAN CAPITAL MANAGEMENT INC 15153.59%4.42%5.94%Q1 2020Q3 202315
TCW GROUP INC 15150.10%0.22%0.43%Q1 2020Q3 202315
ALLSTATE CORP 15150.01%0.04%0.12%Q1 2020Q3 202315
FORSTA AP-FONDEN 15150.11%0.16%0.23%Q1 2020Q3 202315
Laurel Wealth Advisors, Inc. 15150.06%0.10%0.14%Q2 2019Q4 202215
Arizona State Retirement System 15150.09%0.15%0.19%Q1 2020Q3 202315
Verition Fund Management LLC 520.00%0.01%0.03%Q2 2020Q3 202315
Sunbelt Securities, Inc. 1230.03%0.15%0.54%Q3 2019Q3 202315
First Pacific Advisors, LP 1320.00%0.01%0.01%Q3 2019Q2 202315
Robeco Institutional Asset Management B.V. 15150.01%0.03%0.09%Q1 2020Q3 202315
Morse Asset Management, Inc 1410.07%0.30%0.58%Q4 2019Q3 202315
Capital International, Inc./CA/ 15150.03%0.10%0.28%Q1 2020Q3 202315
BECKER CAPITAL MANAGEMENT INC 15150.30%0.45%0.62%Q1 2020Q3 202315
Zions Bancorporation, N.A. 15150.00%0.02%0.13%Q1 2020Q3 202315
Westside Investment Management, Inc. 15150.00%0.14%0.72%Q1 2020Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 830.02%0.05%0.11%Q3 2019Q3 202315
Capital Asset Advisory Services LLC 1230.02%0.06%0.16%Q3 2019Q3 202315
JFS WEALTH ADVISORS, LLC 15150.01%0.04%0.11%Q1 2020Q3 202315
Man Group plc 1140.00%0.03%0.07%Q3 2019Q3 202315
HOLLENCREST CAPITAL MANAGEMENT 740.02%0.04%0.06%Q2 2019Q3 202315
ProShare Advisors LLC 1410.01%0.02%0.05%Q3 2019Q3 202315
Old Port Advisors 1410.12%0.16%0.24%Q4 2019Q3 202315
Arlington Partners LLC 15150.01%0.04%0.08%Q4 2019Q2 202315
Vishria Bird Financial Group, LLC 15152.04%2.89%3.70%Q1 2020Q3 202315
Andra AP-fonden 960.03%0.14%0.26%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.07%0.09%0.12%Q1 2020Q3 202315
BRANDYWINE OAK PRIVATE WEALTH LLC 15150.14%0.21%0.29%Q1 2020Q3 202315
Jefferies Group LLC 730.00%0.03%0.06%Q3 2019Q1 202215
FORT PITT CAPITAL GROUP, LLC 15150.67%2.43%3.29%Q1 2020Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 910.00%0.00%0.02%Q3 2019Q4 202315
Poehling Capital Management, INC. 15150.18%0.63%1.00%Q1 2020Q3 202315
WIMMER ASSOCIATES 1, LLC 1320.17%0.25%0.34%Q4 2019Q3 202315
Grandeur Peak Global Advisors, LLC 15150.00%0.26%0.46%Q2 2019Q4 202215
TWO SIGMA INVESTMENTS, LP 610.00%0.04%0.40%Q3 2020Q3 202315
Tower Research Capital LLC (TRC) 1210.00%0.04%0.13%Q3 2019Q3 202315
Ayalon Insurance Comp Ltd. 15150.01%0.25%0.69%Q3 2019Q1 202315
JUPITER ASSET MANAGEMENT LTD 1410.01%0.44%1.14%Q3 2019Q2 202315
Apella Capital, LLC 1230.05%0.10%0.14%Q1 2020Q4 202315
CapWealth Advisors, LLC 15150.14%0.55%0.90%Q3 2019Q1 202315
BESSEMER SECURITIES LLC 15150.45%0.78%1.52%Q1 2020Q3 202315
Ziegler Capital Management, LLC 15150.02%0.21%0.31%Q1 2020Q3 202315
MV CAPITAL MANAGEMENT, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Stonehage Fleming Financial Services Holdings Ltd 15150.01%0.04%0.10%Q1 2020Q3 202315
HYMAN CHARLES D 15150.09%0.13%0.18%Q1 2020Q3 202315
Capital Investment Advisors, LLC 15150.04%0.05%0.08%Q2 2020Q4 202315
MOTCO 950.00%0.14%0.47%Q3 2019Q3 202314
ZEKE CAPITAL ADVISORS, LLC 14140.13%0.20%0.37%Q3 2019Q4 202214
McKinley Carter Wealth Services, Inc. 1220.03%0.04%0.06%Q3 2019Q3 202314
BENJAMIN EDWARDS INC 1130.04%0.23%0.74%Q3 2019Q3 202314
Gradient Investments LLC 1310.00%0.41%0.80%Q1 2020Q3 202314
OAK RIDGE INVESTMENTS LLC 1210.03%0.07%0.12%Q2 2019Q1 202314
Cryder Capital Partners LLP 14148.59%10.62%12.86%Q2 2020Q3 202314
Capital Planning Advisors, LLC 14140.22%0.55%0.78%Q2 2020Q3 202314
THOMPSON SIEGEL & WALMSLEY LLC 14140.01%0.09%0.14%Q2 2020Q3 202314
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1130.00%0.06%0.17%Q4 2019Q3 202314
1ST SOURCE BANK 14140.11%0.17%0.25%Q2 2020Q3 202314
EATON VANCE MANAGEMENT 14140.00%0.05%0.13%Q2 2019Q3 202214
MASTRAPASQUA ASSET MANAGEMENT INC 14140.14%0.25%0.32%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.03%0.05%Q2 2020Q3 202314
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1010.04%0.10%0.31%Q4 2019Q3 202314
Banque Cantonale Vaudoise 14140.02%0.06%0.14%Q2 2020Q3 202314
BOSTON FAMILY OFFICE LLC 14140.02%0.02%0.04%Q2 2020Q3 202314
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 14140.34%0.43%0.49%Q2 2020Q3 202314
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 14140.04%0.12%0.26%Q3 2019Q4 202214
AJ WEALTH STRATEGIES, LLC 14140.01%0.05%0.08%Q1 2020Q2 202314
Narwhal Capital Management 14140.38%0.65%1.07%Q2 2020Q3 202314
Rock Creek Group, LP 14140.14%0.61%1.28%Q3 2019Q4 202214
Perennial Advisors, LLC 14140.04%0.12%0.17%Q2 2020Q3 202314
ALETHEA CAPITAL MANAGEMENT, LLC 14140.14%0.32%0.53%Q3 2019Q4 202214
Cottage Street Advisors LLC 14140.46%3.86%5.40%Q2 2020Q3 202314
TIAA, FSB 14140.01%0.06%0.09%Q1 2020Q2 202314
FORTE CAPITAL LLC /ADV 14140.06%0.09%0.12%Q2 2020Q3 202314
FIRST FOUNDATION ADVISORS 950.01%0.19%0.67%Q1 2020Q3 202314
Blue Zone Wealth Advisors, LLC 14141.44%1.93%2.59%Q2 2020Q3 202314
Latash Investments, LLC 1040.44%0.65%0.80%Q4 2019Q3 202314
PARK AVENUE SECURITIES LLC 1310.03%0.06%0.10%Q1 2020Q3 202314
ASSET MANAGEMENT CORP /IL/ /ADV 14140.42%0.72%1.00%Q4 2019Q1 202314
Platform Technology Partners 1010.28%0.66%0.92%Q4 2019Q3 202314
Acorn Wealth Advisors, LLC 14140.66%0.87%1.14%Q2 2020Q3 202314
HHM Wealth Advisors, LLC 1040.00%0.03%0.06%Q1 2020Q3 202314
Avitas Wealth Management LLC 1220.29%0.46%0.68%Q3 2019Q3 202314
Ellsworth Advisors, LLC 14141.11%1.35%1.84%Q2 2020Q3 202314
HighTower Trust Company, N.A. 1131.20%1.90%2.81%Q3 2019Q1 202314
Handelsbanken Fonder AB 14140.03%0.05%0.10%Q2 2020Q3 202314
Glenview Trust Co 1220.01%0.03%0.05%Q3 2019Q3 202314
Benchmark Financial Wealth Advisors, LLC 1210.13%0.21%0.36%Q4 2019Q3 202314
CYPRESS CAPITAL MANAGEMENT LLC 14140.10%0.14%0.20%Q2 2019Q3 202214
DELTA ASSET MANAGEMENT LLC/TN 1040.00%0.01%0.02%Q3 2019Q3 202314
RATIONAL ADVISORS LLC 1040.17%0.42%0.67%Q4 2019Q3 202314
TOWNSQUARE CAPITAL LLC 1220.00%0.06%0.11%Q3 2019Q3 202314
EP Wealth Advisors, LLC 1040.00%0.02%0.03%Q4 2019Q3 202314
COOKSON PEIRCE & CO INC 950.02%1.09%3.52%Q3 2019Q3 202314
BAR HARBOR WEALTH MANAGEMENT 14140.03%0.06%0.10%Q2 2020Q3 202314
Keystone Financial Group 1110.05%0.06%0.08%Q4 2019Q3 202314
Castle Rock Wealth Management, LLC 14140.32%0.61%1.07%Q2 2020Q3 202314
RKL Wealth Management LLC 14140.23%0.30%0.40%Q2 2020Q3 202314
Arkadios Wealth Advisors 720.00%0.08%0.27%Q4 2019Q3 202314
YorkBridge Wealth Partners, LLC 14140.08%0.27%0.34%Q3 2019Q4 202214
VAUGHAN & Co SECURITIES, INC. 14140.39%0.55%0.76%Q2 2020Q3 202314
Vanguard Capital Wealth Advisors 1210.37%0.47%0.53%Q4 2019Q3 202314
BOURGEON CAPITAL MANAGEMENT LLC 1220.00%0.11%0.77%Q3 2019Q3 202314
Freestone Capital Holdings, LLC 14140.00%0.02%0.04%Q2 2020Q3 202314
Candriam S.C.A. 14140.01%0.02%0.04%Q2 2020Q3 202314
STRS OHIO 14140.00%0.07%0.11%Q2 2020Q3 202314
FDx Advisors, Inc. 1310.02%0.03%0.07%Q3 2019Q2 202314
Capital Investment Advisory Services, LLC 1220.02%0.04%0.06%Q3 2019Q2 202314
Asset Dedication, LLC 1010.00%0.02%0.07%Q3 2019Q3 202314
BLB&B Advisors, LLC 810.02%0.02%0.03%Q3 2019Q3 202314
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.09%0.30%Q3 2019Q2 202314
Artisan Partners Limited Partnership 12120.02%0.11%0.20%Q1 2020Q4 202213
Newman Dignan & Sheerar, Inc. 13130.05%0.22%0.33%Q3 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.24%0.39%0.54%Q3 2020Q3 202313
Chesapeake Wealth Management 13130.10%0.37%0.70%Q1 2020Q1 202313
Crescent Grove Advisors, LLC 13130.09%0.14%0.20%Q3 2020Q3 202313
ALERUS FINANCIAL NA 13130.04%0.28%0.53%Q3 2020Q3 202313
B. Riley Wealth Management, Inc. 13130.03%0.10%0.24%Q2 2019Q2 202213
Private Capital Group, LLC 13130.00%0.01%0.03%Q2 2019Q2 202213
Fairhaven Wealth Management, LLC 1120.11%0.15%0.22%Q2 2020Q3 202313
Kore Private Wealth LLC 13130.32%0.40%0.50%Q3 2019Q3 202213
SMITH, MOORE & CO. 13130.13%0.17%0.21%Q3 2020Q3 202313
Brown Advisory Securities, LLC 13130.29%0.99%1.60%Q3 2019Q3 202213
Strategic Blueprint, LLC 13130.06%0.10%0.16%Q3 2020Q3 202313
Fieldpoint Private Securities, LLC 13130.18%0.24%0.32%Q2 2019Q2 202213
Kaizen Financial Strategies 920.00%1.74%2.76%Q4 2020Q3 202313
CCLA Investment Management 850.86%1.49%2.72%Q2 2020Q3 202313
Brookstone Capital Management 1010.01%0.01%0.05%Q3 2019Q3 202313
Vigilant Capital Management, LLC 1120.00%0.01%0.02%Q3 2019Q2 202313
Winch Advisory Services, LLC 1210.00%0.01%0.01%Q2 2020Q3 202313
PROFUND ADVISORS LLC 910.01%0.02%0.05%Q3 2019Q3 202313
Royal Fund Management, LLC 610.00%0.31%0.79%Q3 2019Q3 202313
State of Alaska, Department of Revenue 1210.01%0.04%0.11%Q2 2020Q3 202313
Claraphi Advisory Network, LLC 13130.12%0.29%0.57%Q3 2019Q3 202213
Paradigm Financial Partners, LLC 13130.08%0.56%0.89%Q3 2020Q3 202313
MCKINLEY CAPITAL MANAGEMENT LLC 13130.13%0.36%0.65%Q3 2019Q3 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.13%0.23%0.30%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.17%0.36%0.73%Q3 2020Q3 202313
LINDEN ADVISORS LP 770.02%0.06%0.14%Q3 2019Q1 202113
SALEM INVESTMENT COUNSELORS INC 13130.00%0.01%0.04%Q3 2020Q3 202313
PFS INVESTMENTS INC. 13130.05%0.12%0.17%Q3 2019Q3 202213
Great Diamond Partners, LLC 13130.05%0.78%1.21%Q4 2019Q4 202213
Game Plan Financial Advisors, LLC 13130.82%1.26%2.13%Q4 2019Q4 202213
TIGER MANAGEMENT L.L.C. 13136.61%10.05%15.02%Q3 2019Q3 202213
Gruss & Co., LLC 1030.82%2.07%4.67%Q4 2019Q1 202313
Arden Trust Co 13130.12%0.23%0.32%Q3 2019Q3 202213
Core Wealth Advisors, Inc. 13130.01%0.02%0.02%Q3 2020Q3 202313
Meridian Wealth Management, LLC 13130.02%0.22%0.64%Q3 2020Q3 202313
Center for Financial Planning, Inc. 1210.00%0.01%0.03%Q1 2020Q3 202313
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1010.00%0.13%0.18%Q1 2020Q3 202313
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 13130.00%0.01%0.03%Q3 2019Q3 202213
Ashfield Capital Partners, LLC 13130.18%0.45%1.02%Q3 2019Q3 202213
Choate Investment Advisors 1210.01%0.05%0.10%Q4 2019Q3 202313
Godshalk Welsh Capital Management, Inc. 13130.44%0.69%0.90%Q3 2020Q3 202313
Old North State Trust, LLC 13130.05%0.32%0.52%Q3 2020Q3 202313
KMG FIDUCIARY PARTNERS, LLC 13130.07%0.25%0.36%Q3 2020Q3 202313
MBM Wealth Consultants, LLC 13130.02%0.04%0.06%Q1 2020Q1 202313
Symmetry Partners, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
EXCHANGE TRADED CONCEPTS, LLC 1110.00%0.01%0.03%Q1 2020Q4 202313
Hexagon Capital Partners LLC 13130.22%0.28%0.41%Q3 2020Q3 202313
Gladstone Institutional Advisory LLC 1030.04%0.11%0.20%Q3 2019Q3 202313
CFM WEALTH PARTNERS LLC 730.06%0.07%0.08%Q4 2019Q3 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1210.04%0.28%0.46%Q1 2020Q3 202313
SADOFF INVESTMENT MANAGEMENT LLC 13131.33%1.72%2.29%Q3 2019Q3 202213
Lokken Investment Group LLC 1210.55%0.66%0.84%Q1 2012Q3 202313
Haverford Trust Co 13130.01%0.01%0.01%Q3 2020Q3 202313
Corient Capital Partners, LLC 13130.04%0.10%0.27%Q3 2019Q3 202213
Affinity Capital Advisors, LLC 1210.07%0.10%0.19%Q4 2019Q3 202313
UNIO CAPITAL LLC 13133.00%5.01%6.59%Q3 2019Q3 202213
Alphinity Investment Management Pty Ltd 13131.94%3.50%4.88%Q3 2019Q3 202213
GPS Wealth Strategies Group, LLC 13130.15%0.27%0.36%Q3 2020Q3 202313
American Portfolios Advisors 13130.05%0.11%0.19%Q3 2019Q3 202213
Uniplan Investment Counsel, Inc. 13130.27%0.56%0.84%Q3 2019Q3 202213
Apollon Wealth Management, LLC 1120.25%0.42%0.66%Q2 2020Q3 202313
Diversified Trust Co 1210.01%0.04%0.05%Q3 2020Q4 202313
Gratus Capital, LLC 12120.02%1.48%2.19%Q1 2020Q4 202213
Montecito Bank & Trust 1210.04%0.09%0.15%Q4 2019Q4 202313
Advisors Asset Management, Inc. 13130.00%0.07%0.19%Q3 2020Q3 202313
Covington Capital Management 13130.04%0.36%0.69%Q3 2019Q3 202213
Redhawk Wealth Advisors, Inc. 13130.08%0.21%0.49%Q3 2020Q3 202313
Archer Investment Corp 850.00%0.01%0.01%Q4 2019Q1 202313
IRON Financial LLC 13130.13%0.17%0.21%Q3 2020Q3 202313
Atria Investments, Inc 1120.01%0.09%0.15%Q4 2019Q3 202313
SouthState Corp 13130.01%0.03%0.06%Q3 2020Q3 202313
SCHMIDT P J INVESTMENT MANAGEMENT INC 13130.07%0.15%0.25%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.10%0.15%0.22%Q3 2020Q3 202313
Fisher Asset Management, LLC 1210.00%0.00%0.00%Q1 2020Q3 202313
ACG Wealth 13130.03%0.06%0.08%Q2 2019Q2 202213
Prime Capital Investment Advisors, LLC 1010.02%0.07%0.20%Q2 2019Q3 202313
SEEYOND 13130.00%0.05%0.11%Q4 2019Q4 202213
MUFG Americas Holdings Corp 13130.03%0.07%0.14%Q3 2019Q3 202213
TOKIO MARINE ASSET MANAGEMENT CO LTD 1210.03%0.07%0.11%Q2 2020Q3 202313
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12120.00%0.02%0.07%Q2 2019Q1 202212
Terra Nova Asset Management LLC 12120.25%1.41%2.44%Q4 2020Q3 202312
BOENNING & SCATTERGOOD, INC. 1110.06%0.11%0.15%Q4 2019Q4 202212
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.84%1.22%1.74%Q4 2020Q3 202312
FOUNDERS FINANCIAL SECURITIES LLC 12120.08%0.13%0.18%Q4 2019Q3 202212
JENNISON ASSOCIATES LLC 12120.03%0.06%0.08%Q4 2020Q3 202312
Mayfair Advisory Group, LLC 12120.34%0.47%0.62%Q4 2020Q3 202312
Orion Portfolio Solutions, LLC 930.00%0.03%0.05%Q4 2019Q3 202312
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12120.02%0.03%0.07%Q4 2020Q3 202312
EFG Asset Management (Americas) Corp. 12120.67%0.91%1.23%Q3 2019Q2 202212
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 610.00%0.07%0.28%Q1 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.09%0.15%0.22%Q4 2020Q3 202312
VOYA INVESTMENT MANAGEMENT LLC 1110.00%0.02%0.05%Q1 2020Q3 202312
Citizens Business Bank 12120.24%0.41%0.61%Q3 2019Q2 202212
CONCENTRIC WEALTH MANAGEMENT, LLC 12120.06%0.09%0.11%Q4 2020Q3 202312
Capital International Sarl 840.06%0.21%0.47%Q4 2019Q3 202312
Bard Financial Services, Inc. 12120.13%0.22%0.44%Q4 2020Q3 202312
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.00%0.01%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.10%0.12%0.16%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.06%0.10%0.26%Q4 2020Q3 202312
LOOMIS SAYLES & CO L P 1020.00%0.00%0.00%Q1 2020Q3 202312
Balentine LLC 810.00%0.01%0.04%Q2 2019Q3 202312
Elo Mutual Pension Insurance Co 12120.10%0.16%0.20%Q4 2020Q3 202312
WNY Asset Management, LLC 12120.13%0.23%0.30%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.17%0.24%0.30%Q4 2020Q3 202312
CAMBRIDGE TRUST CO 1020.01%0.03%0.05%Q3 2019Q3 202312
Merrion Investment Management Co, LLC 12120.22%0.38%0.52%Q4 2020Q3 202312
Stanley-Laman Group, Ltd. 12120.03%0.25%0.57%Q4 2020Q3 202312
Qube Research & Technologies Ltd 420.00%0.07%0.23%Q2 2020Q3 202312
Southland Equity Partners LLC 12120.19%0.28%0.36%Q4 2020Q3 202312
MEITAV INVESTMENT HOUSE LTD 1110.01%0.22%1.24%Q2 2020Q3 202312
MAIRS & POWER INC 12120.00%0.00%0.01%Q2 2019Q1 202212
Edge Capital Group, LLC 1020.02%0.10%0.41%Q3 2020Q3 202312
Kercheville Advisors, LLC 12121.67%3.14%5.01%Q4 2020Q3 202312
BREWIN DOLPHIN LTD 12120.01%0.02%0.03%Q3 2019Q2 202212
WOLFF WIESE MAGANA LLC 12120.05%0.07%0.09%Q4 2020Q3 202312
Curated Wealth Partners LLC 12120.18%0.35%0.66%Q4 2020Q3 202312
MONETA GROUP INVESTMENT ADVISORS LLC 1110.01%0.03%0.06%Q3 2020Q3 202312
PANAGORA ASSET MANAGEMENT INC 12120.00%0.02%0.08%Q4 2020Q3 202312
Jackson, Grant Investment Advisers, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
Grandview Asset Management LLC 12120.96%1.80%4.72%Q4 2020Q3 202312
Gray Wealth Management Inc. 810.10%0.18%0.23%Q2 2020Q3 202312
Valmark Advisers, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
Beta Wealth Group, Inc. 12123.04%3.92%5.10%Q4 2020Q3 202312
HOWARD FINANCIAL SERVICES, LTD. 12120.06%0.10%0.15%Q4 2020Q3 202312
VESTOR CAPITAL, LLC 910.01%0.01%0.01%Q2 2019Q3 202312
WBH ADVISORY INC 930.07%0.10%0.12%Q3 2020Q3 202312
BARCLAYS PLC 770.00%0.04%0.19%Q1 2022Q3 202312
Mine & Arao Wealth Creation & Management, LLC. 840.01%0.01%0.02%Q3 2020Q3 202312
Triangle Securities Wealth Management 12121.32%2.01%2.59%Q4 2020Q3 202312
Cohen Investment Advisors LLC 12121.63%2.18%2.82%Q4 2020Q3 202312
X-Square Capital, LLC 12120.66%1.00%1.26%Q4 2020Q3 202312
Annex Advisory Services, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
AMERICAN NATIONAL INSURANCE CO 12120.13%0.38%1.50%Q2 2019Q1 202212
Redpoint Investment Management Pty Ltd 12120.04%0.15%0.27%Q4 2019Q3 202212
SAX WEALTH ADVISORS, LLC 12120.10%0.14%0.19%Q4 2020Q3 202312
Cordasco Financial Network 12120.04%0.07%0.09%Q3 2019Q2 202212
SG3 Management, LLC 520.00%0.22%1.64%Q3 2019Q3 202112
Core Alternative Capital 12120.44%1.37%2.27%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.07%0.10%0.16%Q4 2020Q3 202312
CAPITAL INTERNATIONAL LTD /CA/ 1020.05%0.30%0.60%Q4 2019Q3 202312
Curbstone Financial Management Corp 12120.09%0.13%0.16%Q1 2021Q4 202312
BLUEFIN CAPITAL MANAGEMENT, LLC 990.00%0.15%0.48%Q3 2020Q3 202212
MJP ASSOCIATES INC /ADV 12120.07%0.10%0.13%Q4 2020Q3 202312
Accel Wealth Management 12120.46%0.73%0.94%Q4 2020Q3 202312
First Pacific Financial 12120.29%0.41%0.54%Q4 2020Q3 202312
Stelac Advisory Services LLC 1110.07%0.58%1.40%Q3 2019Q4 202212
MISSION WEALTH MANAGEMENT, LP 12120.02%0.02%0.04%Q4 2020Q3 202312
GATEWAY INVESTMENT ADVISERS LLC 12120.01%0.04%0.13%Q4 2020Q3 202312
Sandbox Financial Partners, LLC 12120.35%0.86%1.20%Q4 2020Q3 202312
Miracle Mile Advisors, LLC 1110.01%0.05%0.11%Q3 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.06%0.11%0.16%Q4 2020Q3 202312
RWA WEALTH PARTNERS, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.06%0.10%0.12%Q4 2020Q3 202312
Qtron Investments LLC 12120.08%0.20%0.31%Q4 2020Q3 202312
TEALWOOD ASSET MANAGEMENT INC 1020.80%1.35%1.93%Q4 2020Q4 202312
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 12121.31%2.32%4.03%Q3 2019Q2 202212
Baldrige Asset Management LLC 12120.45%0.99%1.42%Q2 2020Q1 202312
Axiom Investment Management LLC 12120.61%1.12%1.95%Q1 2020Q4 202212
Alpha Cubed Investments, LLC 1010.02%0.03%0.06%Q4 2019Q3 202312
American National Registered Investment Advisor, Inc. 12120.22%0.29%0.40%Q2 2019Q1 202212
BRAUN STACEY ASSOCIATES INC 12120.90%1.15%1.48%Q4 2019Q3 202212
Brown Miller Wealth Management, LLC 12120.17%0.26%0.46%Q4 2020Q3 202312
IPG Investment Advisors LLC 820.05%0.10%0.20%Q3 2019Q3 202312
Palumbo Wealth Management LLC 12120.20%0.57%0.82%Q4 2020Q3 202312
ACT WEALTH MANAGEMENT, LLC 12120.13%0.18%0.24%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.00%0.02%0.06%Q4 2020Q3 202312
Connor, Clark & Lunn Investment Management Ltd. 610.00%0.05%0.14%Q4 2019Q3 202312
TECTONIC ADVISORS LLC 12120.08%0.14%0.19%Q4 2020Q3 202312
EVOKE WEALTH, LLC 1010.00%0.01%0.01%Q3 2019Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.01%Q4 2020Q3 202312
Illinois Municipal Retirement Fund 12120.10%0.19%0.26%Q2 2020Q1 202312
GOODWIN DANIEL L 1020.12%0.27%0.45%Q3 2019Q3 202312
GVO Asset Management Ltd 111111.41%46.77%100.00%Q3 2019Q1 202211
BRYN MAWR TRUST Co 1010.01%0.01%0.02%Q2 2020Q3 202311
CHOREO, LLC 1010.01%0.02%0.02%Q4 2019Q3 202311
St. Johns Investment Management Company, LLC 11110.00%0.01%0.01%Q3 2019Q1 202211
Sowell Financial Services LLC 740.03%0.06%0.09%Q3 2019Q3 202311
Wealth Alliance 11110.05%0.08%0.13%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.02%0.11%0.16%Q1 2021Q3 202311
O'Dell Group, LLC 1010.08%0.10%0.16%Q4 2020Q3 202311
Barrett Asset Management, LLC 11110.03%0.06%0.10%Q3 2019Q1 202211
Sovereign Financial Group, Inc. 11110.12%0.15%0.19%Q1 2021Q3 202311
Wagner Wealth Management, LLC 11110.13%0.23%0.53%Q1 2021Q3 202311
EAGLE GLOBAL ADVISORS LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
Carroll Financial Associates, Inc. 11110.05%0.07%0.10%Q2 2019Q4 202111
SEGALL BRYANT & HAMILL, LLC 1010.00%0.01%0.02%Q2 2019Q4 202211
Bradley Mark J. 11110.42%1.65%2.16%Q4 2020Q2 202311
FIL Ltd 11110.00%0.02%0.04%Q2 2020Q4 202211
MCDONALD PARTNERS LLC 740.14%0.24%0.47%Q4 2020Q3 202311
SIGNET FINANCIAL MANAGEMENT, LLC 11110.04%0.08%0.14%Q1 2021Q3 202311
Vectors Research Management, LLC 1010.02%0.06%0.10%Q3 2019Q2 202211
Werlinich Asset Management, LLC 11112.69%3.40%3.99%Q1 2021Q3 202311
NISA INVESTMENT ADVISORS, LLC 1010.01%0.04%0.05%Q4 2019Q3 202311
CreativeOne Wealth, LLC 11110.03%0.08%0.15%Q4 2020Q2 202311
HBC Financial Services, PLLC 11110.00%0.00%0.00%Q1 2021Q3 202311
BW Gestao de Investimentos Ltda. 11110.94%2.23%3.76%Q1 2021Q3 202311
V Wealth Advisors LLC 11110.05%0.07%0.09%Q4 2020Q2 202311
Covey Capital Advisors, LLC 11110.25%0.46%0.60%Q1 2021Q3 202311
Sierra Capital LLC 11110.48%0.60%0.77%Q1 2021Q3 202311
Maryland Capital Management 11110.05%0.07%0.10%Q1 2020Q3 202211
Concord Wealth Partners 740.01%0.03%0.10%Q4 2020Q3 202311
Colonial River Wealth Management, LLC 830.23%0.44%0.55%Q4 2020Q3 202311
Caption Management, LLC 210.02%0.10%0.40%Q3 2019Q3 202311
Prentice Wealth Management LLC 11110.18%0.27%0.42%Q1 2021Q3 202311
COMMUNITY TRUST & INVESTMENT CO 11110.04%0.19%0.26%Q1 2021Q3 202311
Keel Point, LLC 11110.02%0.04%0.07%Q1 2021Q3 202311
ADVISOR PARTNERS LLC 11110.02%0.04%0.05%Q4 2019Q2 202211
REGENTATLANTIC CAPITAL LLC 11110.01%0.02%0.03%Q1 2020Q3 202211
MEEDER ASSET MANAGEMENT INC 910.00%0.06%0.55%Q3 2019Q3 202211
LMR Partners LLP 410.16%0.42%0.95%Q3 2019Q2 202311
APPLETON PARTNERS INC/MA 11110.03%0.24%0.90%Q2 2021Q4 202311
TBH Global Asset Management, LLC 11110.07%0.14%0.23%Q1 2021Q3 202311
KINGS POINT CAPITAL MANAGEMENT 11110.01%0.75%1.82%Q3 2019Q1 202211
Magellan Asset Management Ltd 11110.00%0.00%0.00%Q1 2021Q3 202311
Alaethes Wealth LLC 11111.00%1.42%1.88%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11112.66%3.18%3.70%Q1 2021Q3 202311
Altium Wealth Management LLC 920.03%0.03%0.04%Q3 2019Q2 202211
Tredje AP-fonden 920.03%0.11%0.21%Q4 2019Q3 202311
Barnett & Company, Inc. 11110.14%0.34%0.94%Q3 2019Q1 202211
Spire Wealth Management 11110.10%0.14%0.22%Q1 2021Q3 202311
ASSETMARK, INC 1010.00%0.00%0.01%Q3 2020Q3 202311
Spectrum Management Group, LLC 11110.02%0.90%1.61%Q4 2019Q2 202211
Bradley & Co. Private Wealth Management, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Clarius Group, LLC 11110.06%0.07%0.09%Q1 2021Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.05%0.17%0.28%Q1 2021Q3 202311
Tidal Investments LLC 11110.01%0.03%0.06%Q1 2021Q3 202311
Onyx Bridge Wealth Group LLC 11110.08%0.13%0.17%Q1 2021Q3 202311
RIDGECREST WEALTH PARTNERS, LLC 11110.16%0.21%0.26%Q1 2021Q3 202311
AMERICAN CENTURY COMPANIES INC 1010.00%0.01%0.04%Q4 2020Q3 202311
StrategIQ Financial Group, LLC 1010.03%0.04%0.06%Q4 2020Q3 202311
Gotham Asset Management, LLC 710.01%0.02%0.05%Q1 2020Q3 202311
American Research & Management Co. 11110.00%0.01%0.02%Q1 2020Q3 202211
Accuvest Global Advisors 1010.03%2.70%4.88%Q1 2020Q3 202311
Centric Wealth Management 11110.15%0.23%0.28%Q3 2019Q1 202211
Clearview Wealth Advisors LLC 11110.05%0.07%0.09%Q4 2020Q2 202311
Magnus Financial Group LLC 11110.05%0.13%0.21%Q1 2021Q3 202311
Sugarloaf Wealth Management, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
XML Financial, LLC 910.05%0.12%0.24%Q4 2019Q3 202311
Simplicity Solutions, LLC 830.01%0.07%0.15%Q2 2020Q3 202311
Executive Wealth Management, LLC 1010.03%0.03%0.04%Q4 2020Q3 202311
Marcum Wealth, LLC 11110.12%0.18%0.23%Q1 2021Q3 202311
Security National Bank 11110.18%1.25%1.81%Q1 2021Q3 202311
Tradewinds Capital Management, LLC 11110.00%0.00%0.01%Q3 2019Q1 202211
SIMPLEX TRADING, LLC 410.00%0.01%0.02%Q4 2019Q2 202311
Intersect Capital LLC 11110.10%0.14%0.23%Q3 2019Q1 202211
CAZ INVESTMENTS LP 740.43%1.45%2.69%Q2 2019Q3 202311
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11110.05%0.09%0.18%Q1 2021Q3 202311
HOHIMER WEALTH MANAGEMENT, LLC 11110.06%0.39%1.12%Q4 2019Q2 202211
HC FINANCIAL ADVISORS INC 10100.01%0.02%0.02%Q1 2020Q2 202210
First Dallas Securities Inc. 910.16%0.67%1.44%Q4 2019Q2 202310
Cypress Capital Management LLC (WY) 10100.03%0.04%0.08%Q4 2019Q1 202210
Windsor Wealth Management, Inc. 10100.07%0.12%0.23%Q4 2019Q1 202210
Journey Advisory Group, LLC 10100.04%0.09%0.13%Q4 2020Q1 202310
FIRST NATIONAL TRUST CO 10100.01%0.03%0.04%Q2 2021Q3 202310
NewEdge Wealth, LLC 10100.02%2.04%2.92%Q2 2021Q3 202310
Utah Retirement Systems 10100.04%0.17%0.21%Q2 2021Q3 202310
Clearwater Capital Advisors, LLC 550.03%0.04%0.05%Q1 2021Q3 202310
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 710.03%0.08%0.16%Q2 2020Q3 202310
Frontier Wealth Management LLC 10100.02%0.05%0.10%Q1 2020Q2 202210
Eudaimonia Partners, LLC 820.01%0.04%0.06%Q4 2019Q2 202210
Brinker Capital Investments, LLC 10100.03%0.08%0.13%Q3 2020Q4 202210
UMB Bank, n.a. 10100.02%0.17%0.38%Q2 2021Q3 202310
NFJ INVESTMENT GROUP, LLC 10100.15%0.20%0.25%Q1 2021Q2 202310
Summit X, LLC 10100.04%0.20%0.28%Q3 2020Q4 202210
HARBOUR INVESTMENTS, INC. 640.02%0.02%0.04%Q1 2021Q3 202310
United Bank 10100.36%0.50%0.63%Q2 2021Q3 202310
Golden State Wealth Management, LLC 910.76%1.28%1.66%Q3 2019Q1 202210
Eagle Bay Advisors LLC 10100.00%0.06%0.08%Q2 2021Q3 202310
Maryland State Retirement & Pension System 10100.11%0.17%0.38%Q2 2021Q3 202310
Lumature Wealth Partners, LLC 10100.00%0.28%0.40%Q1 2021Q2 202310
First Bank & Trust 10100.03%0.05%0.07%Q1 2020Q2 202210
WEST PACES ADVISORS INC. 10100.00%0.03%0.06%Q2 2021Q3 202310
Vestcor Inc 10100.04%0.06%0.10%Q2 2021Q3 202310
Cowen Prime Advisors LLC 910.12%0.18%0.22%Q2 2020Q2 202310
Johnson Financial Group, Inc. 910.01%0.03%0.05%Q4 2020Q3 202310
Bremer Bank National Association 10100.39%0.74%1.06%Q2 2021Q3 202310
Blueshift Asset Management, LLC 510.02%0.38%1.08%Q3 2019Q2 202310
Cypress Wealth Services, LLC 10100.08%0.11%0.14%Q2 2021Q3 202310
Minot Wealth Management LLC 910.06%0.09%0.14%Q4 2019Q2 202210
AMALGAMATED BANK 10100.04%0.07%0.17%Q2 2021Q3 202310
Crossmark Global Holdings, Inc. 10100.01%0.02%0.08%Q2 2021Q3 202310
Diversified Portfolios, Inc. 10100.07%0.10%0.15%Q2 2021Q3 202310
PSI Advisors, LLC 910.00%0.02%0.03%Q4 2019Q3 202310
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q4 2020Q3 202310
ZEVENBERGEN CAPITAL INVESTMENTS LLC 10100.02%0.06%0.13%Q2 2021Q3 202310
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 990.00%0.14%0.21%Q3 2019Q3 202110
CULLINAN ASSOCIATES INC 730.02%0.06%0.15%Q1 2021Q3 202310
Camelot Portfolios, LLC 640.09%0.21%0.37%Q3 2019Q1 202210
Rappaport Reiches Capital Management, LLC 10100.11%0.24%0.39%Q2 2021Q3 202310
People's United Financial, Inc. 820.01%0.02%0.06%Q3 2019Q1 202210
Harbour Capital Advisors, LLC 420.06%0.10%0.17%Q3 2019Q4 202310
BLUESTEIN R H & CO LLC 10100.03%0.54%1.70%Q2 2020Q3 202210
Banco Santander, S.A. 10100.10%0.15%0.19%Q3 2020Q4 202210
Laurel Wealth Advisors LLC 710.00%0.01%0.01%Q3 2019Q3 202310
Baron Financial Group, LLC 910.11%0.16%0.20%Q3 2020Q1 202310
Mercer Capital Advisers, Inc. 10100.17%0.23%0.37%Q2 2019Q3 202110
Cornerstone Advisory, LLC 10100.04%0.07%0.10%Q2 2021Q3 202310
Marshall Financial Group LLC 10100.10%0.14%0.25%Q2 2021Q3 202310
Laird Norton Wetherby Wealth Management, LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
NICOLET BANKSHARES INC 10100.09%0.15%0.28%Q2 2021Q3 202310
FIRST MIDWEST BANK TRUST DIVISION 10100.10%0.13%0.19%Q3 2019Q4 202110
CHICAGO TRUST Co NA 10100.05%0.12%0.21%Q2 2021Q3 202310
Employees Retirement System of Texas 640.01%0.11%0.22%Q1 2020Q4 202210
Bragg Financial Advisors, Inc 10100.02%0.13%0.31%Q2 2021Q3 202310
MARSHALL WACE, LLP 510.00%0.03%0.13%Q1 2020Q2 202310
NEXT Financial Group, Inc 10100.04%0.05%0.07%Q3 2019Q4 202110
CITIZENS & NORTHERN CORP 10100.36%0.49%0.69%Q2 2021Q3 202310
VAUGHAN DAVID INVESTMENTS LLC/IL 10100.01%0.01%0.02%Q2 2021Q3 202310
CIGNA INVESTMENTS INC /NEW 10100.04%0.11%0.19%Q2 2021Q3 202310
Mascoma Wealth Management LLC 910.00%0.01%0.02%Q1 2021Q3 202310
AMERICAN NATIONAL BANK 10100.00%0.00%0.01%Q2 2021Q3 202310
Quantbot Technologies LP 710.01%0.22%0.54%Q3 2020Q2 202310
IMC-Chicago, LLC 410.00%0.01%0.01%Q3 2019Q3 202210
Ellevest, Inc. 910.00%0.01%0.04%Q2 2020Q3 202310
Jeereddi Investments, LP 10102.67%3.42%4.70%Q4 2019Q1 202210
Wealthfront Advisers LLC 10100.00%0.02%0.02%Q2 2021Q3 202310
Harvest Fund Management Co., Ltd 10100.00%0.11%0.24%Q2 2021Q3 202310
KIDS CAPITAL MANAGEMENT, L.P. 5512.09%18.33%23.34%Q4 2021Q4 202210
LBMC INVESTMENT ADVISORS, LLC 10100.07%0.08%0.10%Q2 2021Q3 202310
Clean Yield Group 10100.01%0.02%0.02%Q2 2021Q3 202310
Perennial Investment Advisors, LLC 10100.05%0.08%0.10%Q2 2021Q3 202310
THOROUGHBRED FINANCIAL SERVICES, LLC 10100.05%0.08%0.12%Q2 2021Q3 202310
MidWestOne Financial Group, Inc. 10100.05%0.11%0.20%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.04%0.04%0.06%Q2 2021Q3 202310
Procyon Advisors, LLC 520.05%0.08%0.12%Q4 2019Q3 202310
UNITED BANK 10100.03%0.04%0.04%Q4 2020Q1 202310
TWO SIGMA ADVISERS, LP 910.00%0.06%0.19%Q3 2020Q2 202310
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 10100.02%0.03%0.04%Q2 2021Q3 202310
Treasurer of the State of North Carolina 10100.14%0.18%0.21%Q2 2021Q3 202310
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 10100.04%0.10%0.13%Q2 2021Q3 202310
AVIVA PLC 910.00%0.06%0.11%Q1 2021Q3 202310
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 10100.00%0.14%0.37%Q2 2021Q3 202310
Kozak & Associates, Inc. 910.19%0.32%0.51%Q4 2020Q3 202310
Pallas Capital Advisors LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
Shoker Investment Counsel, Inc. 640.12%0.17%0.25%Q3 2019Q1 202210
Anfield Capital Management, LLC 10101.15%1.55%2.06%Q4 2019Q1 202210
AIA Group Ltd 10100.02%0.08%0.16%Q2 2021Q3 202310
Vanguard Personalized Indexing Management, LLC 10100.10%0.12%0.15%Q2 2021Q3 202310
Sequoia Financial Advisors, LLC 820.01%0.18%0.58%Q1 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.05%0.08%0.11%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.04%0.12%0.17%Q2 2021Q3 202310
Archford Capital Strategies, LLC 710.05%0.08%0.20%Q3 2019Q2 202210
Graves Light Lenhart Wealth, Inc. 730.01%0.03%0.06%Q3 2019Q2 202210
Renasant Bank 730.17%0.21%0.26%Q1 2021Q3 202310
QCI ASSET MANAGEMENT INC/NY 10100.00%0.01%0.03%Q2 2019Q3 202110
Smith Anglin Financial, LLC 820.02%0.05%0.08%Q4 2020Q3 202310
CVA Family Office, LLC 820.00%0.02%0.03%Q3 2020Q1 202310
Norway Savings Bank 10100.14%0.38%0.62%Q2 2021Q3 202310
XPONANCE, INC. 10100.11%0.15%0.23%Q2 2021Q3 202310
Soltis Investment Advisors LLC 10100.04%0.15%0.49%Q2 2021Q3 202310
Hilltop Holdings Inc. 520.02%0.05%0.10%Q3 2019Q3 202310
Berman Capital Advisors, LLC 10100.19%0.23%0.27%Q2 2019Q3 202110
Amundi 10100.04%0.06%0.07%Q2 2021Q3 202310
PDT Partners, LLC 10100.22%0.42%0.53%Q2 2020Q3 202210
SIGMA INVESTMENT COUNSELORS INC 10100.02%0.03%0.03%Q2 2021Q3 202310
CALTON & ASSOCIATES, INC. 10100.06%0.11%0.16%Q3 2019Q4 202110
EXCALIBUR MANAGEMENT CORP 990.27%0.31%0.40%Q3 2021Q3 20239
GIRARD PARTNERS LTD. 510.03%0.12%0.27%Q2 2019Q3 20239
Summit Financial, LLC 990.03%0.03%0.04%Q3 2021Q3 20239
Artemis Investment Management LLP 420.23%0.63%1.59%Q4 2019Q3 20239
McElhenny Sheffield Capital Management, LLC 990.29%0.40%0.54%Q3 2021Q3 20239
HENNESSY ADVISORS INC 990.04%0.14%0.19%Q1 2020Q1 20229
MARK ASSET MANAGEMENT LP 720.10%1.23%1.98%Q4 2019Q3 20239
GYL FINANCIAL SYNERGIES, LLC 810.02%0.20%0.34%Q1 2021Q3 20239
Hayden Royal, LLC 990.12%0.72%4.53%Q4 2019Q4 20219
Stratos Investment Management, LLC 990.05%0.06%0.09%Q3 2021Q3 20239
Vigilare Wealth Management 990.20%0.25%0.37%Q2 2020Q2 20229
LAKE STREET ADVISORS GROUP, LLC 990.17%0.24%0.37%Q3 2021Q3 20239
REILLY FINANCIAL ADVISORS, LLC 810.00%0.00%0.01%Q3 2019Q4 20219
WHALEROCK POINT PARTNERS, LLC 510.08%0.10%0.12%Q4 2019Q3 20239
TRUST CO OF VIRGINIA /VA 990.03%0.03%0.04%Q1 2021Q1 20239
Wills Financial Group, Inc. 990.12%1.27%2.23%Q4 2019Q4 20219
U.S. Capital Wealth Advisors, LLC 990.09%0.12%0.15%Q3 2021Q3 20239
Capital Advisory Group Advisory Services, LLC 710.01%0.03%0.09%Q3 2019Q1 20229
W.G. Shaheen & Associates DBA Whitney & Co 630.04%0.04%0.05%Q2 2021Q3 20239
FARMERS & MERCHANTS INVESTMENTS INC 990.01%0.03%0.06%Q3 2021Q3 20239
Siemens Fonds Invest GmbH 990.02%0.08%0.16%Q3 2021Q3 20239
Virtue Capital Management, LLC 990.04%0.10%0.26%Q3 2021Q3 20239
HERITAGE INVESTORS MANAGEMENT CORP 990.02%0.02%0.03%Q3 2021Q3 20239
Interval Partners, LP 310.06%0.14%0.21%Q3 2019Q3 20239
Israel Discount Bank of New York 990.39%0.42%0.46%Q3 2021Q3 20239
ROYAL LONDON ASSET MANAGEMENT LTD 990.08%0.10%0.12%Q3 2021Q3 20239
Apexium Financial, LP 990.06%0.27%0.55%Q3 2021Q3 20239
Intrua Financial, LLC 990.10%0.27%0.83%Q2 2020Q2 20229
ExodusPoint Capital Management, LP 810.04%0.32%1.12%Q1 2021Q2 20239
Hills Bank & Trust Co 990.02%0.10%0.19%Q3 2021Q3 20239
Bramshill Investments, LLC 510.00%0.13%0.36%Q2 2019Q2 20229
WESBANCO BANK INC 540.01%0.02%0.05%Q2 2021Q3 20239
MAVERICK CAPITAL LTD 510.01%0.88%2.72%Q1 2020Q3 20239
BerganKDV Wealth Management, LLC 990.00%0.00%0.00%Q2 2021Q2 20239
Granite Investment Advisors, LLC 990.10%0.51%0.67%Q3 2019Q3 20219
HRT FINANCIAL LP 610.06%0.36%1.22%Q3 2020Q2 20239
FAIRFIELD, BUSH & CO. 990.10%0.24%0.44%Q3 2021Q3 20239
FIRST MERCHANTS CORP 720.02%0.02%0.03%Q3 2019Q4 20219
LSP Investment Advisors, LLC 990.16%0.22%0.28%Q3 2021Q3 20239
Curi Wealth Management, LLC 810.00%0.04%0.08%Q4 2020Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.07%0.09%0.14%Q4 2019Q3 20239
LIBERTY WEALTH MANAGEMENT LLC 990.00%0.01%0.01%Q3 2019Q3 20219
STOCK YARDS BANK & TRUST CO 990.01%0.03%0.10%Q3 2021Q3 20239
BANQUE PICTET & CIE SA 990.00%0.04%0.10%Q3 2021Q3 20239
Clear Harbor Asset Management, LLC 990.01%0.18%0.47%Q3 2021Q3 20239
Purus Wealth Management, LLC 990.16%0.41%0.60%Q3 2021Q3 20239
Accurate Wealth Management, LLC 540.13%0.18%0.27%Q2 2021Q3 20239
DOWLING & YAHNKE LLC 610.02%0.02%0.03%Q1 2020Q3 20229
PATTEN & PATTEN INC/TN 810.02%0.02%0.03%Q4 2020Q3 20239
PRUDENTIAL PLC 810.00%0.03%0.04%Q2 2021Q3 20239
Certified Advisory Corp 510.02%0.03%0.05%Q2 2019Q3 20239
PICTON MAHONEY ASSET MANAGEMENT 540.23%0.57%0.98%Q3 2019Q4 20219
Leelyn Smith, LLC 990.01%0.03%0.04%Q4 2020Q4 20229
Johanson Financial Advisors, Inc. 990.14%0.19%0.26%Q4 2019Q4 20219
Ameritas Investment Company, LLC 990.05%0.08%0.13%Q3 2019Q3 20219
FUKOKU MUTUAL LIFE INSURANCE Co 990.03%0.04%0.04%Q3 2021Q3 20239
Southeast Asset Advisors Inc. 630.03%0.04%0.05%Q2 2021Q3 20239
PFG Private Wealth Management, LLC 990.00%0.04%0.06%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.00%0.02%0.04%Q4 2019Q4 20219
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 660.02%1.45%2.36%Q2 2020Q3 20219
SECURITY NATIONAL TRUST CO 990.00%0.00%0.01%Q3 2019Q3 20219
KAVAR CAPITAL PARTNERS GROUP, LLC 990.05%0.52%1.04%Q3 2021Q3 20239
Blue Fin Capital, Inc. 990.12%0.29%0.48%Q3 2021Q3 20239
HOEY INVESTMENTS, INC 990.00%0.03%0.07%Q3 2021Q3 20239
Castleview Partners, LLC 810.02%0.07%0.22%Q2 2021Q3 20239
AMP Capital Investors Ltd 990.03%0.09%0.15%Q3 2019Q3 20219
Professional Financial Advisors, LLC 990.02%0.03%0.04%Q3 2020Q3 20229
BRIGHTON JONES LLC 990.01%0.02%0.02%Q3 2021Q3 20239
Onex Canada Asset Management Inc. 990.04%0.11%0.40%Q1 2021Q1 20239
Independence Bank of Kentucky 990.01%0.02%0.04%Q3 2021Q3 20239
CENTRAL BANK & TRUST CO 990.01%0.75%1.19%Q3 2021Q3 20239
Pinnacle Wealth Management Advisory Group, LLC 720.02%0.10%0.26%Q2 2021Q3 20239
Trexquant Investment LP 410.04%0.16%0.31%Q1 2020Q2 20239
BANK OF NOVA SCOTIA 990.01%0.04%0.16%Q3 2021Q3 20239
Warther Private Wealth, LLC 990.15%1.01%1.89%Q2 2021Q2 20239
Homrich & Berg 990.01%0.01%0.02%Q3 2019Q3 20219
EXENCIAL WEALTH ADVISORS, LLC 990.01%0.03%0.07%Q3 2021Q3 20239
Herold Advisors, Inc. 990.21%0.23%0.25%Q3 2021Q3 20239
AIGEN INVESTMENT MANAGEMENT, LP 510.00%0.21%0.50%Q4 2019Q2 20239
Fort Point Capital Partners LLC 990.03%0.06%0.08%Q3 2021Q3 20239
Avestar Capital, LLC 990.04%0.10%0.21%Q1 2020Q1 20229
MARVIN & PALMER ASSOCIATES INC 510.79%4.30%5.19%Q2 2019Q3 20239
BOOTHBAY FUND MANAGEMENT, LLC 540.01%0.03%0.09%Q3 2019Q4 20219
Csenge Advisory Group 810.02%0.07%0.12%Q2 2020Q4 20229
Assenagon Asset Management S.A. 990.00%0.00%0.01%Q3 2021Q3 20239
First Trust Direct Indexing L.P. 990.06%0.07%0.09%Q3 2021Q3 20239
Veracity Capital LLC 520.06%0.12%0.25%Q4 2019Q3 20239
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 990.12%1.15%2.26%Q3 2021Q3 20239
P.A.W. CAPITAL CORP 990.46%0.54%0.76%Q2 2019Q2 20219
REIK & CO., LLC 630.06%0.07%0.08%Q2 2021Q3 20239
AVALON CAPITAL MANAGEMENT 990.19%0.29%0.46%Q3 2021Q3 20239
SHELL ASSET MANAGEMENT CO 720.01%0.01%0.05%Q4 2019Q3 20229
Walker Asset Management, LLC 990.44%0.61%0.81%Q4 2021Q4 20239
Ten Capital Wealth Advisors, LLC 990.00%0.05%0.10%Q2 2021Q2 20239
San Luis Wealth Advisors LLC 990.15%0.25%0.36%Q3 2021Q3 20239
MARINO, STRAM & ASSOCIATES LLC 530.06%0.11%0.31%Q2 2021Q3 20238
Portland Global Advisors LLC 880.04%0.13%0.24%Q3 2020Q2 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.07%0.15%0.31%Q4 2021Q3 20238
EMFO, LLC 880.00%0.12%0.28%Q4 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Burleson & Company, LLC 880.01%0.01%0.02%Q1 2021Q4 20228
PFG Advisors 710.02%0.04%0.05%Q4 2020Q3 20238
Perfromance Wealth Partners, LLC 880.68%1.22%1.73%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.03%0.14%Q4 2021Q3 20238
Covestor Ltd 880.02%0.12%0.24%Q4 2021Q3 20238
ACCOUNT MANAGEMENT LLC 8812.43%14.45%16.57%Q4 2021Q3 20238
NORGES BANK 710.00%0.12%0.18%Q1 2020Q4 20228
Guardian Wealth Management, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Operose Advisors LLC 880.04%0.10%0.18%Q4 2021Q3 20238
Alaska Wealth Advisors 880.04%0.06%0.07%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 881.50%1.69%2.00%Q4 2021Q3 20238
Carmel Capital Partners, LLC 880.40%0.72%1.11%Q4 2021Q3 20238
Next Level Private LLC 880.08%1.75%2.61%Q4 2021Q3 20238
Naviter Wealth, LLC 880.16%0.53%1.55%Q4 2021Q3 20238
Essex LLC 710.09%0.12%0.15%Q3 2021Q3 20238
Strategic Wealth Management Group, LLC 880.24%0.30%0.34%Q3 2019Q2 20218
Beacon Pointe Advisors, LLC 510.02%0.09%0.14%Q2 2021Q3 20238
Sonora Investment Management Group, LLC 880.98%1.39%1.79%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.08%0.11%0.15%Q4 2021Q3 20238
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 880.02%0.33%0.85%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 881.60%1.89%2.44%Q4 2021Q3 20238
CULBERTSON A N & CO INC 880.06%0.16%0.20%Q2 2021Q1 20238
B. Metzler seel. Sohn & Co. AG 880.03%0.08%0.15%Q4 2021Q3 20238
CenterBook Partners LP 880.15%0.80%1.39%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.14%0.16%0.21%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.05%0.06%0.08%Q1 2020Q4 20218
Pratt Collard Advisory Partners LLC 880.84%1.09%1.45%Q3 2019Q2 20218
Evolution Wealth Advisors, LLC 710.00%0.01%0.01%Q3 2019Q3 20218
Waterfront Wealth Inc. 880.32%0.40%0.57%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 881.51%1.89%2.40%Q4 2021Q3 20238
APOGEM CAPITAL LLC 880.17%0.26%0.34%Q4 2020Q3 20228
REGATTA CAPITAL GROUP, LLC 880.12%0.16%0.19%Q4 2021Q3 20238
Coe Capital Management, LLC 880.91%1.18%1.39%Q3 2019Q2 20218
WEST BANCORPORATION INC 880.01%0.27%0.40%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.15%0.19%0.26%Q4 2021Q3 20238
WULFF, HANSEN & CO. 886.54%7.63%8.88%Q4 2021Q3 20238
M Holdings Securities, Inc. 510.09%0.11%0.15%Q1 2020Q1 20238
SlateStone Wealth, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
Cowen Prime Services LLC 880.16%0.18%0.19%Q3 2019Q2 20218
NORTHCAPE WEALTH MANAGEMENT, LLC 880.08%1.04%1.48%Q4 2021Q3 20238
WFA Asset Management Corp 880.02%0.03%0.04%Q4 2021Q3 20238
Enlightenment Research, LLC 510.25%1.29%4.84%Q3 2019Q3 20228
U S GLOBAL INVESTORS INC 880.00%0.04%0.08%Q2 2020Q1 20228
Citizens National Bank Trust Department 880.01%0.01%0.02%Q4 2021Q3 20238
AXA S.A. 710.00%0.01%0.02%Q3 2020Q3 20238
Bienville Capital Management, LLC 880.09%0.33%0.94%Q4 2021Q3 20238
MACROVIEW INVESTMENT MANAGEMENT LLC 880.01%0.01%0.02%Q3 2021Q2 20238
Investmark Advisory Group LLC 880.16%0.22%0.34%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.07%0.18%Q4 2021Q3 20238
Cullen Capital Management, LLC 610.00%0.00%0.01%Q1 2021Q3 20238
Revolve Wealth Partners, LLC 880.10%0.14%0.18%Q4 2021Q3 20238
Azimuth Capital Management LLC 880.02%0.03%0.04%Q2 2020Q1 20228
DT Investment Partners, LLC 530.08%0.24%0.69%Q3 2019Q1 20238
Forum Financial Management, LP 880.02%0.03%0.04%Q4 2021Q3 20238
TCTC Holdings, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Aptus Capital Advisors, LLC 310.02%0.12%0.20%Q3 2019Q3 20238
Cross Staff Investments Inc 883.38%4.17%5.09%Q4 2021Q3 20238
Pearl River Capital, LLC 410.10%0.42%1.26%Q4 2019Q3 20238
Congress Wealth Management LLC / DE / 880.02%0.05%0.07%Q4 2021Q3 20238
Bayesian Capital Management, LP 410.07%0.27%0.72%Q1 2020Q2 20238
VIRGINIA RETIREMENT SYSTEMS ET AL 620.01%0.39%0.72%Q4 2020Q4 20228
Wealth Management Solutions, LLC 880.17%0.26%0.38%Q4 2021Q3 20238
Alan B Lancz & Associates, Inc. 880.50%0.61%0.72%Q4 2021Q3 20238
EARNEST PARTNERS LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Tacita Capital Inc 880.02%0.03%0.04%Q2 2021Q1 20238
Ascent Group, LLC 880.04%0.22%0.37%Q4 2021Q3 20238
WESTWOOD MANAGEMENT CORP /IL/ 880.02%1.42%2.52%Q4 2020Q3 20228
USCA RIA LLC 880.07%0.11%0.14%Q3 2019Q2 20218
SECURITY ASSET MANAGEMENT 880.24%0.68%1.30%Q2 2021Q1 20238
RB Capital Management, LLC 880.07%0.08%0.09%Q4 2021Q3 20238
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 886.80%11.39%15.20%Q4 2021Q3 20238
Virtu Financial LLC 510.04%0.20%0.47%Q3 2019Q2 20228
Arrow Capital Management, LLC 885.12%14.92%19.35%Q4 2020Q3 20228
Wambolt & Associates, LLC 880.14%0.31%0.52%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.06%0.20%0.39%Q4 2021Q3 20238
Lake Point Wealth Management 310.04%0.09%0.14%Q1 2019Q2 20228
PineBridge Investments, L.P. 880.00%0.03%0.07%Q3 2021Q2 20238
RWQ Financial Management Services, Inc. 881.16%2.28%3.43%Q4 2021Q3 20238
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 880.14%0.21%0.40%Q3 2019Q2 20218
Coastline Trust Co 880.02%0.18%0.31%Q4 2021Q3 20238
City State Bank 880.08%0.11%0.14%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.03%0.03%0.04%Q3 2021Q2 20238
Red Cedar Capital, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
AXIOM INVESTORS LLC /DE 881.07%1.50%2.38%Q4 2021Q3 20238
TruWealth Advisors, LLC 880.36%0.49%0.68%Q4 2021Q3 20238
DB Wealth Management Group, LLC 710.02%0.19%0.28%Q1 2021Q3 20238
Meiji Yasuda Life Insurance Co 710.01%0.03%0.10%Q4 2019Q2 20228
NATIONAL BANK OF CANADA /FI/ 880.04%0.08%0.10%Q4 2021Q3 20238
Doyle Wealth Management 620.02%0.02%0.03%Q3 2019Q3 20228
SOUTHPORT MANAGEMENT, L.L.C. 882.63%4.16%5.91%Q3 2019Q2 20218
Beaumont Financial Partners, LLC 880.02%0.05%0.08%Q4 2020Q3 20228
EDMOND DE ROTHSCHILD HOLDING S.A. 880.00%0.01%0.02%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.33%0.55%1.03%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.09%0.15%0.25%Q4 2021Q3 20238
Rainsberger Wealth Advisors, Inc. 880.35%0.53%0.71%Q4 2021Q3 20238
MIRABELLA FINANCIAL SERVICES LLP 710.05%0.22%1.01%Q1 2021Q2 20238
NCM Capital Management, LLC 880.28%0.37%0.50%Q4 2021Q3 20238
Cerro Pacific Wealth Advisors LLC 880.12%0.44%0.67%Q2 2021Q1 20238
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.00%0.00%Q4 2021Q3 20238
Wedmont Private Capital 880.04%0.06%0.09%Q4 2021Q3 20238
Sanford Advisory Services, LLC 880.06%0.09%0.12%Q1 2021Q4 20228
Bill Few Associates, Inc. 881.62%2.15%2.69%Q4 2021Q3 20238
MKT Advisors LLC 880.19%0.23%0.28%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.01%0.01%Q3 2021Q3 20238
TD Waterhouse Canada Inc. 880.09%0.15%0.23%Q4 2021Q3 20238
Paragon Private Wealth Management, LLC 880.38%0.50%0.62%Q4 2021Q3 20238
Main Street Financial Solutions, LLC 530.03%0.04%0.06%Q3 2021Q3 20238
WEALTH EFFECTS LLC 881.16%1.66%2.14%Q4 2021Q3 20238
Penserra Capital Management LLC 410.00%0.03%0.09%Q3 2020Q3 20238
Empowered Funds, LLC 320.02%0.21%0.52%Q4 2019Q3 20238
Carson Advisory Inc. 880.34%0.90%1.20%Q4 2021Q3 20238
Clarkston Capital Partners, LLC 880.10%0.14%0.17%Q4 2021Q3 20238
Hofer & Associates. Inc 880.23%0.31%0.39%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.20%0.38%0.45%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.29%0.60%Q4 2021Q3 20238
STONNINGTON GROUP, LLC 710.09%0.15%0.23%Q1 2021Q1 20238
Highlander Partners, L.P. 8815.59%18.15%22.29%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.10%0.16%0.20%Q4 2021Q3 20238
CADINHA & CO LLC 880.05%0.83%2.63%Q1 2021Q4 20228
Renaissance Technologies 510.01%0.08%0.17%Q1 2020Q4 20228
Zhang Financial LLC 880.08%0.14%0.22%Q4 2021Q3 20238
LWM Advisory Services, LLC 880.23%0.53%0.99%Q4 2021Q3 20238
COUNTRY TRUST BANK 610.00%0.00%0.00%Q3 2020Q4 20238
Stonegate Investment Group, LLC 880.06%0.08%0.09%Q4 2021Q3 20238
Foundations Investment Advisors, LLC 620.02%0.08%0.14%Q1 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
HB Wealth Management, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.07%0.42%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.01%0.02%0.04%Q4 2021Q3 20238
Checchi Capital Advisers, LLC 530.02%0.03%0.04%Q3 2021Q3 20238
John & Kathleen Schreiber Foundation 8888.11%91.88%94.84%Q4 2021Q3 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 880.64%0.89%1.32%Q4 2021Q3 20238
Arbiter Partners Capital Management LLC 880.02%0.06%0.09%Q2 2019Q1 20218
PFS Partners, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.26%0.39%0.50%Q4 2021Q3 20238
Boltwood Capital Management 880.14%0.19%0.27%Q1 2022Q4 20238
DARK FOREST CAPITAL MANAGEMENT LP 710.03%0.47%1.61%Q3 2021Q3 20238
Polar Capital Holdings Plc 880.02%0.04%0.05%Q4 2020Q3 20228
BIRINYI ASSOCIATES INC 620.16%0.80%1.39%Q3 2021Q3 20238
Yarbrough Capital, LLC 880.49%0.54%0.67%Q4 2021Q3 20238
WoodTrust Financial Corp 880.04%0.05%0.06%Q4 2021Q3 20238
Quilter Plc 880.02%0.03%0.04%Q4 2019Q3 20218
Amplius Wealth Advisors, LLC 881.73%1.98%2.43%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 880.52%0.67%0.78%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 530.00%0.00%0.00%Q2 2021Q2 20238
Strengthening Families & Communities, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bank Pictet & Cie (Europe) AG 530.01%0.01%0.01%Q3 2021Q3 20238
Nicholas Investment Partners, LP 880.38%0.68%1.08%Q4 2020Q3 20228
Mizuho Securities Co. Ltd. 880.00%0.00%0.00%Q4 2020Q3 20228
Invst, LLC 880.05%0.07%0.09%Q1 2021Q4 20228
Spinnaker Investment Group, LLC 880.13%0.18%0.22%Q4 2021Q3 20238
Bernardo Wealth Planning LLC 880.12%0.13%0.16%Q4 2021Q3 20238
Rosenberg Matthew Hamilton 880.00%0.03%0.03%Q4 2021Q3 20238
VAN ECK ASSOCIATES CORP 880.00%0.02%0.03%Q4 2021Q3 20238
FEDERATED HERMES, INC. 440.00%0.00%0.00%Q2 2021Q3 20238
O'ROURKE & COMPANY, Inc 883.60%4.52%5.27%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 880.44%0.64%0.91%Q4 2021Q3 20238
BSW Wealth Partners 880.07%0.10%0.14%Q4 2021Q3 20238
Clear Creek Financial Management, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
US FINANCIAL ADVISORS, LLC 880.12%0.23%0.32%Q4 2020Q3 20228
EFG Asset Management (North America) Corp. 880.31%0.91%1.94%Q4 2021Q3 20238
Aveo Capital Partners, LLC 770.03%0.05%0.06%Q2 2021Q4 20227
Evolution Advisers, Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
LORD, ABBETT & CO. LLC 770.13%0.39%0.59%Q4 2020Q2 20227
Financial Engines Advisors L.L.C. 770.00%0.00%0.00%Q3 2021Q1 20237
OneAscent Financial Services LLC 610.06%0.19%0.40%Q4 2021Q3 20237
Capital Bank & Trust Co 770.00%0.02%0.03%Q3 2019Q1 20217
WADDELL & REED FINANCIAL INC 770.16%0.22%0.32%Q3 2019Q1 20217
GHP Investment Advisors, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Alterity Financial Group, LLC 610.82%1.03%1.24%Q1 2021Q3 20237
SC&H Financial Advisors, Inc. 430.10%0.16%0.31%Q4 2021Q3 20237
LexAurum Advisors, LLC 770.09%0.18%0.33%Q1 2022Q3 20237
Rikoon Group, LLC 770.22%0.26%0.33%Q3 2019Q1 20217
11 Capital Partners LP 771.26%5.55%8.44%Q1 2022Q3 20237
Disciplined Investments, LLC 770.00%0.01%0.01%Q4 2021Q2 20237
Livingston Group Asset Management CO (operating as Southport Capital Management) 410.09%0.36%1.94%Q2 2019Q4 20217
Phoenix Holdings Ltd. 770.01%0.03%0.05%Q2 2021Q4 20227
Oliver Luxxe Assets LLC 770.52%0.69%0.85%Q2 2020Q4 20217
BAMCO INC /NY/ 770.07%0.14%0.20%Q1 2022Q3 20237
Wealthstreet Investment Advisors, LLC 770.19%0.22%0.24%Q3 2019Q1 20217
Pantheon Investment Group, LLC 771.18%1.61%1.84%Q2 2020Q4 20217
Hanson & Doremus Investment Management 770.00%0.00%0.00%Q3 2021Q1 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.03%0.05%Q1 2021Q4 20227
PRELUDE CAPITAL MANAGEMENT, LLC 310.01%0.12%0.33%Q3 2019Q4 20217
Acropolis Investment Management, LLC 430.01%0.01%0.02%Q4 2021Q3 20237
SEARLE & CO. 520.06%0.10%0.13%Q3 2021Q3 20237
Atria Wealth Solutions, Inc. 770.12%0.15%0.19%Q1 2022Q3 20237
FOREFRONT WEALTH MANAGEMENT INC. 610.29%0.31%0.35%Q4 2021Q3 20237
SJS Investment Consulting Inc. 520.01%0.01%0.02%Q4 2021Q3 20237
Sowa Financial Group, Inc. 520.06%0.09%0.13%Q4 2019Q1 20227
Richard P Slaughter Associates Inc 610.09%0.40%0.52%Q4 2019Q3 20237
IAM Advisory, LLC 770.19%0.24%0.34%Q1 2022Q3 20237
WATERS PARKERSON & CO., LLC 770.06%0.08%0.10%Q1 2022Q3 20237
QUEST CAPITAL MANAGEMENT INC /ADV 510.05%0.07%0.12%Q4 2019Q4 20217
Hutchens & Kramer Investment Management Group, LLC 770.16%0.21%0.26%Q1 2022Q3 20237
ASHFORD CAPITAL MANAGEMENT INC 770.05%0.07%0.09%Q3 2019Q1 20217
Byrne Asset Management LLC 770.36%0.45%0.53%Q4 2021Q2 20237
WealthPlan Investment Management, LLC 610.15%0.22%0.37%Q1 2022Q4 20237
Cyrus J. Lawrence, LLC 770.60%0.86%1.07%Q1 2022Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 510.03%0.08%0.09%Q3 2019Q1 20237
COUNTRY CLUB BANK /GFN 770.07%0.09%0.10%Q1 2022Q3 20237
Point72 Asset Management, L.P. 210.00%0.07%0.11%Q4 2019Q2 20237
TFC Financial Management, Inc. 430.00%0.00%0.01%Q4 2021Q3 20237
Rockbridge Investment Management, LCC 770.02%0.02%0.03%Q2 2020Q4 20217
THOMAS STORY & SON LLC 610.89%1.16%1.40%Q3 2019Q3 20237
Alberta Investment Management Corp 310.01%0.03%0.09%Q4 2020Q3 20237
Schonfeld Strategic Advisors LLC 510.02%0.04%0.08%Q1 2020Q2 20237
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
CGN Advisors LLC 770.15%0.26%0.35%Q2 2022Q4 20237
Bay Harbor Wealth Management, LLC 770.00%0.00%0.00%Q2 2019Q4 20207
Aristotle Capital Management, LLC 771.57%1.94%2.38%Q1 2022Q3 20237
PUTNAM INVESTMENTS LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Phoenix Wealth Advisors 520.17%0.26%0.33%Q4 2020Q3 20227
Pinnacle Bancorp, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Masso Torrence Wealth Management Inc. 610.16%0.30%0.47%Q4 2021Q3 20237
CHARTWELL INVESTMENT PARTNERS, LLC 770.14%0.21%0.33%Q1 2022Q3 20237
Continuum Advisory, LLC 770.08%0.14%0.20%Q2 2021Q4 20227
Total Clarity Wealth Management, Inc. 520.24%0.28%0.37%Q3 2021Q3 20237
Carnegie Capital Asset Management, LLC 410.01%0.01%0.01%Q3 2021Q3 20237
NTV ASSET MANAGEMENT LLC 770.07%0.09%0.13%Q1 2022Q3 20237
MARINER INDEPENDENT ADVISOR NETWORK, LLC 430.04%0.09%0.15%Q3 2019Q3 20227
Kathmere Capital Management, LLC 310.02%0.06%0.12%Q3 2020Q3 20237
Covington Investment Advisors Inc. 770.77%1.06%1.22%Q1 2022Q3 20237
ASSOCIATED BANC-CORP 410.01%0.01%0.02%Q4 2020Q3 20237
LVM CAPITAL MANAGEMENT LTD/MI 770.03%0.04%0.05%Q1 2021Q3 20227
Farmers & Merchants Trust Co of Chambersburg PA 610.01%0.02%0.07%Q4 2019Q3 20237
Westshore Wealth, LLC 770.13%0.19%0.26%Q4 2021Q2 20237
GQG Partners LLC 410.01%1.33%3.34%Q3 2019Q3 20227
AMUNDI ASSET MANAGEMENT US, INC. 770.05%0.06%0.08%Q3 2019Q1 20217
Astoria Portfolio Advisors LLC. 520.09%0.18%0.27%Q4 2021Q3 20237
FAS Wealth Partners, Inc. 770.06%0.12%0.19%Q1 2022Q3 20237
Bridge Creek Capital Management LLC 771.74%2.11%2.49%Q1 2022Q3 20237
Maltin Wealth Management, Inc. 430.15%0.16%0.19%Q3 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
XTX Topco Ltd 320.06%0.20%0.46%Q2 2021Q2 20237
Advisor OS, LLC 770.16%0.19%0.27%Q1 2022Q3 20237
Centiva Capital, LP 410.01%0.04%0.11%Q3 2021Q2 20237
Prosperity Consulting Group, LLC 770.38%0.56%0.85%Q1 2022Q3 20237
Greenwich Wealth Management LLC 770.34%0.43%0.53%Q1 2022Q3 20237
Connectus Wealth, LLC 430.00%0.02%0.04%Q4 2021Q3 20237
Washington Trust Advisors, Inc. 610.00%0.01%0.02%Q4 2021Q3 20237
CAPITAL PERFORMANCE ADVISORS LLP 430.12%0.15%0.19%Q4 2021Q3 20237
Southern Farm Bureau Life Insurance 770.04%0.05%0.06%Q4 2020Q2 20227
Bank of New Hampshire 770.02%0.02%0.02%Q1 2022Q3 20237
Faithward Advisors, LLC 770.05%0.07%0.10%Q4 2020Q2 20227
Pictet North America Advisors SA 770.12%0.68%1.45%Q1 2022Q3 20237
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.05%0.13%0.19%Q1 2022Q3 20237
Cladis Investment Advisory, LLC 610.46%0.52%0.61%Q4 2021Q3 20237
RFG Advisory, LLC 770.04%0.06%0.10%Q1 2022Q3 20237
Vise Technologies, Inc. 770.05%0.09%0.13%Q1 2022Q3 20237
SCOGGIN MANAGEMENT LP 440.74%1.76%3.70%Q1 2022Q4 20227
SCHAFER CULLEN CAPITAL MANAGEMENT INC 770.01%0.01%0.01%Q2 2019Q4 20207
Close Asset Management Ltd 610.00%0.01%0.03%Q1 2021Q3 20237
NewSquare Capital LLC 430.00%0.18%0.44%Q2 2019Q2 20237
Savior LLC 770.01%0.01%0.01%Q4 2019Q2 20217
NorthCrest Asset Manangement, LLC 770.01%0.04%0.09%Q1 2022Q3 20237
PUBLIC SECTOR PENSION INVESTMENT BOARD 770.01%0.06%0.13%Q1 2022Q3 20237
Polaris Wealth Advisory Group, LLC 770.02%0.02%0.03%Q4 2020Q2 20227
Egerton Capital (UK) LLP 770.49%1.82%4.40%Q3 2019Q1 20217
Clearstead Trust, LLC 520.00%0.01%0.02%Q2 2019Q3 20237
Redwood Financial Network Corp 770.32%0.36%0.43%Q1 2022Q3 20237
Quantum Private Wealth, LLC 770.13%0.23%0.38%Q4 2021Q2 20237
Fidelity National Financial, Inc. 770.27%0.85%1.30%Q1 2022Q3 20237
CarsonAllaria Wealth Management, Ltd. 430.02%0.05%0.09%Q4 2021Q3 20237
HighMark Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 770.01%0.14%0.36%Q1 2021Q3 20227
STATE OF MICHIGAN RETIREMENT SYSTEM 610.02%0.04%0.14%Q4 2021Q3 20237
Regent Investment Management LLC 610.05%0.06%0.07%Q4 2019Q2 20227
OPTIONS SOLUTIONS, LLC 430.26%0.64%0.87%Q4 2021Q3 20237
PICTET ASSET MANAGEMENT LTD 770.02%0.02%0.03%Q4 2019Q2 20217
Legacy Private Trust Co. 520.02%0.02%0.02%Q2 2021Q3 20237
Triumph Capital Management 770.16%0.25%0.37%Q1 2022Q3 20237
Metis Global Partners, LLC 770.04%0.08%0.15%Q1 2022Q3 20237
SIMON QUICK ADVISORS, LLC 610.00%0.02%0.06%Q4 2020Q3 20237
AGF INVESTMENTS INC. 770.02%0.31%0.60%Q1 2021Q3 20227
Select Asset Management & Trust 770.20%0.30%0.38%Q1 2022Q3 20237
STRATEGIC CAPITAL ADVISERS, INC. 611.19%2.70%3.18%Q3 2019Q2 20227
Ally Financial Inc. 770.25%0.30%0.35%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.14%0.16%0.19%Q1 2022Q3 20237
COMERICA SECURITIES,INC. 770.02%0.02%0.02%Q3 2021Q1 20237
Regal Investment Advisors LLC 430.02%0.02%0.03%Q4 2021Q3 20237
Tyler-Stone Wealth Management 521.38%1.64%1.86%Q4 2021Q3 20237
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 770.90%1.34%1.60%Q3 2021Q1 20237
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 770.07%0.07%0.08%Q3 2019Q1 20217
L.M. KOHN & COMPANY 770.15%0.25%0.44%Q1 2022Q3 20237
Merit Financial Group, LLC 770.02%0.02%0.04%Q1 2022Q3 20237
FORA Capital, LLC 310.01%0.19%0.46%Q4 2019Q4 20227
Nicholas Hoffman & Company, LLC. 430.01%0.02%0.04%Q2 2021Q3 20237
Gillson Capital LP 320.19%0.96%1.56%Q1 2021Q3 20237
Midwest Wealth Management Inc. 660.23%0.25%0.27%Q4 2020Q1 20226
McClarren Financial Advisors, Inc. 330.00%0.00%0.00%Q3 2021Q1 20236
Tenere Capital LLC 421.94%3.48%5.09%Q4 2021Q3 20236
Worth Asset Management, LLC 660.01%0.02%0.05%Q1 2022Q2 20236
Raleigh Capital Management Inc. 660.01%0.02%0.04%Q4 2021Q1 20236
SHELTON CAPITAL MANAGEMENT 420.01%0.10%0.16%Q3 2019Q1 20226
OSSIAM 510.01%0.02%0.03%Q1 2021Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Ballentine Partners, LLC 420.01%0.02%0.03%Q1 2020Q3 20236
Surevest, LLC 330.15%0.39%0.82%Q3 2019Q3 20226
Marion Wealth Management 660.38%0.47%0.61%Q2 2022Q3 20236
Arabesque Asset Management Ltd 660.17%0.74%1.08%Q3 2021Q4 20226
Granger Management LLC 330.07%0.22%0.60%Q1 2022Q3 20236
Zurich Insurance Group Ltd/FI 510.02%0.04%0.10%Q1 2021Q3 20236
BALASA DINVERNO & FOLTZ LLC 660.03%0.03%0.04%Q2 2021Q3 20226
Seaport Global Advisors, LLC 660.65%1.00%1.33%Q4 2021Q1 20236
MetLife Investment Management, LLC 420.02%0.05%0.17%Q1 2022Q3 20236
EAGLE ASSET MANAGEMENT INC 660.01%0.01%0.01%Q4 2021Q1 20236
DUDLEY CAPITAL MANAGEMENT, LLC 440.04%1.05%1.86%Q4 2022Q3 20236
Swedbank 660.02%0.39%1.28%Q2 2019Q3 20206
GUYASUTA INVESTMENT ADVISORS INC 420.02%0.03%0.06%Q2 2021Q1 20236
TD Capital Management LLC 510.00%0.00%0.00%Q4 2021Q3 20236
Winslow, Evans & Crocker, Inc. 660.07%0.11%0.13%Q3 2019Q4 20206
Clark Capital Management Group, Inc. 660.00%0.13%0.37%Q3 2021Q4 20226
Y-Intercept (Hong Kong) Ltd 410.08%0.45%1.11%Q4 2021Q3 20236
My Legacy Advisors, LLC 660.09%0.45%0.77%Q1 2022Q2 20236
DIXON HUBARD FEINOUR & BROWN INC/VA 660.03%0.05%0.08%Q1 2021Q2 20226
Biltmore Family Office, LLC 660.05%0.10%0.24%Q3 2021Q4 20226
Townsend & Associates, Inc 660.81%0.94%1.14%Q1 2021Q2 20226
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.01%0.01%Q3 2019Q4 20206
Temasek Holdings (Private) Ltd 660.01%0.33%0.48%Q2 2022Q3 20236
AlphaStar Capital Management, LLC 660.02%0.07%0.11%Q3 2021Q4 20226
Activest Wealth Management 660.00%0.00%0.01%Q2 2022Q3 20236
L & S Advisors Inc 310.26%0.66%1.01%Q2 2019Q1 20236
Ashburton (Jersey) Ltd 660.01%0.03%0.05%Q3 2019Q4 20206
Keystone Wealth Services, LLC 420.08%0.10%0.12%Q4 2021Q3 20236
Graypoint LLC 660.20%0.32%0.38%Q2 2022Q3 20236
CAXTON ASSOCIATES LP 420.03%0.10%0.24%Q1 2021Q1 20236
Phocas Financial Corp. 660.02%0.04%0.05%Q3 2021Q4 20226
MANCHESTER FINANCIAL INC 660.01%0.02%0.02%Q4 2019Q1 20216
IndexIQ Advisors LLC 660.02%0.04%0.05%Q4 2020Q1 20226
Rafferty Asset Management, LLC 510.15%0.22%0.27%Q2 2021Q3 20236
OLD NATIONAL BANCORP /IN/ 660.02%0.02%0.04%Q2 2022Q3 20236
RE Dickinson Investment Advisors, LLC 660.00%0.14%0.69%Q2 2022Q3 20236
EMERALD MUTUAL FUND ADVISERS TRUST 510.00%0.01%0.01%Q4 2019Q2 20226
Burt Wealth Advisors 660.01%0.01%0.01%Q3 2019Q4 20206
Prestige Wealth Management Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 660.05%0.08%0.10%Q2 2021Q3 20226
BURNEY CO/ 660.02%0.03%0.06%Q2 2022Q3 20236
JANICZEK WEALTH MANAGEMENT, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Stratos Wealth Advisors, LLC 410.03%0.49%0.80%Q3 2019Q3 20236
Horizon Investments, LLC 510.03%0.06%0.13%Q3 2021Q3 20236
Westover Capital Advisors, LLC 660.06%0.59%1.13%Q2 2021Q3 20226
WOLVERINE ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
CHILDRESS CAPITAL ADVISORS, LLC 410.01%0.09%0.12%Q4 2020Q3 20236
Fiera Capital Corp 660.00%0.00%0.00%Q3 2019Q4 20206
Quantamental Technologies LLC 210.11%0.45%1.16%Q4 2019Q3 20236
KINGDON CAPITAL MANAGEMENT, L.L.C. 550.39%1.31%3.51%Q2 2022Q2 20236
United Asset Strategies, Inc. 660.02%0.04%0.05%Q4 2020Q1 20226
Dorsey & Whitney Trust CO LLC 410.02%0.03%0.05%Q4 2021Q3 20236
Modera Wealth Management, LLC 330.01%0.03%0.06%Q3 2021Q3 20236
CAPSTONE INVESTMENT ADVISORS, LLC 210.00%0.01%0.02%Q3 2019Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.04%0.06%0.11%Q2 2022Q3 20236
TCF National Bank 330.09%0.13%0.15%Q3 2019Q1 20216
Yorktown Management & Research Co Inc 660.20%0.24%0.28%Q1 2021Q2 20226
Marshall Wace North America L.P. 310.00%0.04%0.13%Q2 2019Q3 20216
INTECH INVESTMENT MANAGEMENT LLC 660.05%0.10%0.14%Q2 2022Q3 20236
Otter Creek Advisors, LLC 310.79%2.71%7.39%Q1 2020Q3 20236
ATWOOD & PALMER INC 510.00%0.01%0.01%Q4 2021Q3 20236
InterOcean Capital Group, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
SeaBridge Investment Advisors LLC 660.02%0.03%0.04%Q2 2019Q3 20206
Echo Street Capital Management LLC 210.00%0.03%0.16%Q2 2020Q2 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.01%0.03%0.13%Q2 2022Q3 20236
Atom Investors LP 210.02%0.18%0.40%Q1 2020Q2 20236
CANTOR FITZGERALD, L. P. 660.02%0.13%0.71%Q2 2022Q3 20236
EQUITABLE TRUST CO 330.02%0.02%0.02%Q1 2022Q3 20236
OLIVER LAGORE VANVALIN INVESTMENT GROUP 660.00%0.01%0.02%Q2 2022Q3 20236
MONOGRAPH WEALTH ADVISORS, LLC 330.05%0.06%0.07%Q4 2021Q3 20236
Pflug Koory, LLC 660.04%0.07%0.11%Q3 2019Q4 20206
Ithaka Group 660.42%1.88%2.64%Q2 2022Q3 20236
Ethic Inc. 420.02%0.05%0.10%Q4 2021Q3 20236
Jump Financial, LLC 310.02%0.12%0.26%Q3 2020Q3 20236
Accretive Wealth Partners, LLC 510.15%0.62%0.86%Q1 2022Q3 20236
Maven Securities LTD 210.01%0.69%4.04%Q3 2019Q2 20236
Callan Capital, LLC 420.04%0.06%0.11%Q4 2021Q3 20236
Riverview Trust Co 420.01%0.03%0.04%Q1 2022Q3 20236
Azimuth Capital Investment Management LLC 660.03%0.03%0.04%Q2 2022Q3 20236
FIRST QUADRANT LLC/CA 660.00%0.37%0.58%Q3 2020Q4 20216
FARR MILLER & WASHINGTON LLC/DC 660.09%0.11%0.16%Q2 2020Q3 20216
Glassy Mountain Advisors, Inc. 311.21%1.51%1.86%Q4 2021Q3 20236
HERBST GROUP, LLC 660.94%1.10%1.36%Q2 2022Q3 20236
Knott David M Jr 660.01%0.01%0.01%Q2 2022Q3 20236
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 660.06%0.27%0.40%Q2 2020Q3 20216
ICA Group Wealth Management, LLC 660.01%0.05%0.11%Q1 2022Q2 20236
SAGE RHINO CAPITAL LLC 330.07%0.13%0.20%Q3 2021Q3 20236
HNP Capital LLC 660.06%0.09%0.11%Q4 2020Q1 20226
CRA Financial Services, LLC 660.06%0.09%0.12%Q2 2022Q3 20236
Charter Oak Capital Management, LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Lantz Financial LLC 330.09%0.11%0.14%Q1 2022Q3 20236
Integer Wealth Advisors Group LLC 660.30%0.38%0.47%Q4 2019Q1 20216
COMPASS FINANCIAL ADVISORS LLC 660.48%0.65%0.87%Q4 2021Q1 20236
First Long Island Investors, LLC 660.47%0.93%1.51%Q2 2022Q3 20236
Intrepid Financial Planning Group LLC 660.81%0.94%1.05%Q2 2022Q3 20236
Hoese & Co LLP 660.00%0.00%0.00%Q2 2021Q3 20226
Cipher Capital LP 310.08%0.35%1.15%Q1 2020Q2 20236
Aft, Forsyth & Sober, LLC 310.10%0.11%0.12%Q4 2021Q3 20236
Meristem Family Wealth, LLC 660.04%0.06%0.07%Q4 2020Q1 20226
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
Syntal Capital Partners, LLC 660.36%0.54%1.12%Q3 2021Q4 20226
Arcus Capital Partners, LLC 660.13%0.15%0.19%Q2 2022Q3 20236
EMERALD ADVISERS, LLC 510.01%0.02%0.03%Q4 2019Q2 20226
Weaver Consulting Group 660.02%0.04%0.06%Q2 2019Q3 20206
Elevated Capital Advisors, LLC 410.42%0.63%0.76%Q2 2020Q1 20226
GROUP ONE TRADING, L.P. 210.00%0.00%0.01%Q3 2020Q1 20235
Rollins Financial 320.08%0.13%0.16%Q4 2020Q1 20225
D'Orazio & Associates, Inc. 410.01%0.03%0.05%Q4 2020Q1 20225
10-15 ASSOCIATES, INC. 550.35%0.50%0.60%Q3 2019Q3 20205
TILIA FIDUCIARY PARTNERS, INC. 550.02%0.03%0.03%Q2 2022Q2 20235
Belmont Capital, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
HawsGoodwin Investment Management LLC 550.23%0.30%0.36%Q4 2020Q4 20215
Ruggie Capital Group 550.30%5.08%7.72%Q3 2019Q3 20205
Westwood Wealth Management 550.47%0.57%0.78%Q3 2022Q3 20235
Gradient Capital Advisors, LLC 550.15%0.17%0.20%Q3 2022Q3 20235
BAXTER BROS INC 550.10%0.12%0.14%Q3 2022Q3 20235
Crewe Advisors LLC 550.00%0.00%0.01%Q2 2022Q2 20235
Jackson Wealth Management, LLC 320.56%0.78%0.98%Q2 2022Q3 20235
MONEY CONCEPTS CAPITAL CORP 550.01%0.02%0.03%Q4 2021Q4 20225
Lombard Odier Asset Management (Switzerland) SA 310.01%0.07%0.16%Q2 2021Q1 20235
Bedel Financial Consulting, Inc. 550.02%0.02%0.03%Q3 2019Q3 20205
Psagot Value Holdings Ltd. 550.00%0.00%0.00%Q4 2019Q4 20205
DELTA FINANCIAL ADVISORS LLC 410.10%0.14%0.22%Q1 2020Q1 20225
RESOURCE CONSULTING GROUP INC 320.41%0.44%0.48%Q4 2021Q3 20235
BARINGS LLC 550.01%0.01%0.02%Q3 2021Q3 20225
Castellan Group 410.24%1.38%2.62%Q3 2021Q2 20235
AUGUSTINE ASSET MANAGEMENT INC 410.23%0.28%0.44%Q3 2019Q3 20235
ROMANO BROTHERS AND COMPANY 550.05%0.06%0.06%Q3 2022Q3 20235
ARBOR TRUST WEALTH ADVISORS, LLC 550.18%0.25%0.34%Q1 2022Q1 20235
Fragasso Group Inc. 550.03%0.04%0.05%Q4 2022Q4 20235
Carl P. Sherr & Co., LLC 320.14%0.16%0.19%Q4 2021Q3 20235
Tradewinds, LLC. 320.14%0.16%0.17%Q2 2022Q3 20235
Round Rock Advisors, LLC 550.12%0.16%0.18%Q3 2022Q3 20235
Ayrshire Capital Management LLC 320.11%1.52%2.68%Q4 2021Q3 20235
Vident Investment Advisory, LLC 310.01%0.02%0.04%Q3 2021Q2 20235
MARSICO CAPITAL MANAGEMENT LLC 551.25%2.66%3.35%Q3 2021Q3 20225
State of Wyoming 550.02%0.03%0.07%Q1 2021Q1 20225
Harbor Advisors LLC 550.09%0.14%0.18%Q3 2022Q3 20235
Polar Capital LLP 550.04%0.07%0.09%Q3 2019Q3 20205
PARK NATIONAL CORP /OH/ 320.01%0.01%0.02%Q3 2021Q4 20235
Aurora Investment Counsel 550.52%0.77%1.23%Q2 2019Q2 20205
WOODWARD DIVERSIFIED CAPITAL, LLC 410.12%0.15%0.16%Q2 2021Q3 20235
Richard Bernstein Advisors LLC 550.04%0.05%0.06%Q1 2022Q1 20235
Beaumont Asset Management, L.L.C. 550.35%0.42%0.52%Q3 2022Q3 20235
FCG ADVISORS, LLC 550.12%0.67%1.07%Q3 2019Q3 20205
AGF Investments LLC 550.00%0.00%0.00%Q4 2019Q4 20205
C2C Wealth Management, LLC 320.04%0.05%0.06%Q1 2022Q3 20235
LCNB CORP 550.22%0.27%0.34%Q3 2022Q3 20235
First Allied Advisory Services, Inc. 550.11%0.14%0.16%Q3 2019Q3 20205
NuWave Investment Management, LLC 210.03%0.39%1.18%Q3 2020Q3 20225
Van Leeuwen & Company, LLC 410.98%2.15%3.66%Q3 2019Q1 20225
Kingstown Capital 551.92%4.70%12.86%Q3 2020Q3 20215
Abbrea Capital, LLC 410.03%0.03%0.04%Q3 2021Q3 20235
NN Investment Partners Holdings N.V. 550.01%0.02%0.03%Q1 2021Q1 20225
MCDANIEL TERRY & CO 550.03%0.05%0.07%Q1 2022Q1 20235
Disciplined Equity Management, Inc. 550.66%0.80%0.96%Q3 2022Q3 20235
AXS Investments LLC 410.01%0.07%0.21%Q2 2021Q3 20235
CITIZENS FINANCIAL GROUP INC/RI 210.01%0.02%0.04%Q1 2020Q3 20235
Rosenbaum Jay D. 320.39%0.46%0.60%Q4 2021Q3 20235
SOUND SHORE MANAGEMENT INC /CT/ 551.69%2.11%2.56%Q2 2020Q2 20215
Pennant Investors, LP 552.54%5.04%8.26%Q3 2019Q3 20205
Colonial Trust Co / SC 550.68%0.78%0.87%Q3 2022Q3 20235
FIRST HAWAIIAN BANK 310.01%0.03%0.04%Q1 2021Q3 20235
FORTEM FINANCIAL GROUP, LLC 210.15%0.20%0.34%Q4 2019Q3 20235
INVESTMENT MANAGEMENT OF VIRGINIA LLC 550.22%0.80%1.29%Q1 2022Q1 20235
Confluence Wealth Services, Inc. 310.04%0.06%0.12%Q4 2021Q3 20235
Ameliora Wealth Management Ltd. 550.01%0.02%0.02%Q3 2022Q3 20235
LOGAN CAPITAL MANAGEMENT INC 410.00%0.00%0.02%Q1 2021Q3 20235
Salomon & Ludwin, LLC 410.00%0.03%0.04%Q2 2019Q3 20235
Coronation Fund Managers Ltd. 410.01%0.35%1.04%Q3 2019Q4 20225
STRATEGIC WEALTH MANAGEMENT INC 550.04%0.60%2.79%Q2 2020Q2 20215
AMG National Trust Bank 410.01%0.01%0.01%Q2 2021Q4 20225
Sather Financial Group Inc 310.02%0.03%0.06%Q4 2019Q3 20235
Marietta Wealth Management, LLC 550.68%0.91%1.17%Q3 2022Q3 20235
Ahrens Investment Partners LLC 320.08%0.09%0.10%Q4 2021Q1 20235
Blackston Financial Advisory Group, LLC 550.22%0.27%0.34%Q2 2022Q2 20235
Founders Capital Management 550.01%0.01%0.02%Q2 2022Q2 20235
Gunderson Capital Management Inc. 410.30%1.30%4.23%Q3 2019Q1 20215
TITLEIST CAPITAL, LLC 550.06%0.11%0.19%Q4 2021Q4 20225
LVW Advisors, LLC 210.04%0.06%0.08%Q3 2019Q2 20235
WRAPMANAGER INC 550.07%0.08%0.10%Q1 2021Q1 20225
MURPHY CAPITAL MANAGEMENT INC 550.05%0.08%0.11%Q2 2021Q2 20225
Bristlecone Advisors, LLC 320.02%0.03%0.03%Q2 2022Q3 20235
Measured Wealth Private Client Group, LLC 410.07%0.09%0.10%Q2 2021Q3 20235
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 550.09%0.12%0.13%Q1 2021Q1 20225
Swift Run Capital 550.73%1.54%2.51%Q4 2019Q4 20205
AM INVESTMENT STRATEGIES LLC 550.08%0.09%0.10%Q3 2022Q3 20235
Catalyst Capital Advisors LLC 550.26%0.37%0.45%Q3 2019Q3 20205
HMI Capital Management, L.P. 557.18%9.86%13.30%Q3 2019Q3 20205
KG&L Capital Management,LLC 320.08%0.10%0.13%Q4 2021Q3 20235
Gryphon Financial Partners LLC 550.05%0.07%0.09%Q3 2022Q3 20235
Bridgewater Associates 550.01%0.01%0.02%Q3 2022Q3 20235
Joseph P. Lucia & Associates, LLC 410.00%0.00%0.00%Q4 2020Q1 20225
COOK WEALTH MANAGEMENT GROUP LLC 410.17%0.25%0.32%Q4 2021Q1 20235
HCR Wealth Advisors 550.05%0.06%0.06%Q1 2021Q1 20225
Wealthspire Advisors, L.P. 550.06%0.08%0.11%Q3 2019Q3 20205
Householder Group Estate & Retirement Specialist, LLC 310.02%0.04%0.09%Q4 2021Q3 20235
Engineers Gate Manager LP 310.02%0.18%0.46%Q3 2021Q2 20235
HGI Capital Management, LLC 550.32%0.50%0.71%Q3 2019Q3 20205
HighPoint Advisor Group LLC 410.12%0.15%0.19%Q4 2020Q2 20225
Outlook Wealth Advisors, LLC 410.06%0.08%0.09%Q2 2021Q3 20235
TIEDEMANN ADVISORS, LLC 320.02%0.03%0.04%Q1 2020Q3 20235
Psagot Value Holdings Ltd. / (Israel) 550.04%0.07%0.10%Q4 2021Q4 20225
Unigestion Holding SA 550.04%0.07%0.10%Q4 2021Q4 20225
Hedeker Wealth, LLC 550.56%0.96%1.34%Q3 2022Q3 20235
Ameraudi Asset Management, Inc. 550.29%0.34%0.42%Q4 2019Q4 20205
BARRETT & COMPANY, INC. 550.06%0.06%0.07%Q3 2022Q3 20235
Compass Wealth Management LLC 551.14%1.35%1.54%Q4 2022Q4 20235
Sterling Investment Advisors, Ltd. 550.66%0.80%0.94%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.28%0.33%0.37%Q4 2020Q4 20215
Alta Advisers Ltd 550.08%0.10%0.12%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
Objective Capital Management, LLC 410.19%0.21%0.22%Q4 2021Q3 20235
ENTERPRISE FINANCIAL SERVICES CORP 320.03%0.15%0.26%Q4 2021Q3 20235
CoreCap Advisors, LLC 550.06%0.08%0.10%Q4 2021Q4 20225
Partnervest Advisory Services LLC 550.38%0.53%0.83%Q3 2019Q3 20205
Avory & Company, LLC 550.21%0.50%0.81%Q3 2022Q3 20235
Sciencast Management LP 210.07%0.39%0.96%Q4 2019Q2 20225
ROOSEVELT INVESTMENT GROUP LLC 410.05%0.08%0.10%Q2 2020Q3 20225
Main Street Research LLC 550.02%0.76%2.03%Q1 2021Q1 20225
Shulman DeMeo Asset Management LLC 320.09%0.11%0.13%Q4 2019Q1 20215
Sabal Trust CO 320.02%0.03%0.05%Q2 2022Q3 20235
PrairieView Partners, LLC 440.00%0.03%0.04%Q4 2021Q3 20224
FULTON BANK, N.A. 440.02%0.04%0.06%Q1 2023Q4 20234
BRINKER CAPITAL INC 440.05%0.08%0.10%Q3 2019Q2 20204
INSIGNEO ADVISORY SERVICES, LLC 440.21%0.43%0.68%Q4 2022Q3 20234
LBP AM SA 440.02%0.02%0.03%Q4 2022Q3 20234
Heirloom Wealth Management 440.31%0.35%0.38%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.18%0.20%0.23%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.04%0.04%0.04%Q4 2022Q3 20234
BANK OF THE WEST 440.04%0.07%0.10%Q3 2019Q2 20204
Holocene Advisors, LP 440.35%0.62%1.02%Q4 2021Q3 20224
Calamos Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Better Money Decisions, LLC 310.00%0.00%0.00%Q1 2021Q2 20224
Transform Wealth, LLC 440.30%0.47%0.59%Q4 2022Q3 20234
NOTTINGHAM ADVISORS, INC. 440.02%0.03%0.03%Q2 2021Q1 20224
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.23%0.27%0.32%Q4 2022Q3 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.07%0.16%Q3 2022Q3 20234
WealthShield Partners, LLC 310.02%0.04%0.06%Q1 2021Q1 20224
Reynders McVeigh Capital Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
BTC Capital Management, Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
Calamos Wealth Management LLC 440.02%0.02%0.03%Q4 2020Q3 20214
Symphony Financial, Ltd. Co. 310.05%0.06%0.07%Q1 2022Q3 20234
KB FINANCIAL PARTNERS, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
CHAPIN DAVIS, INC. 440.51%0.57%0.61%Q4 2022Q3 20234
Thomas J. Herzfeld Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Integrated Investment Consultants, LLC 440.07%0.19%0.28%Q2 2021Q1 20224
Synergy Asset Management, LLC 440.50%0.59%0.72%Q2 2022Q1 20234
Cravens & Co Advisors, LLC 440.51%0.67%0.82%Q4 2022Q3 20234
WESTFIELD CAPITAL MANAGEMENT CO LP 440.38%0.63%0.80%Q3 2019Q2 20204
SCHNIEDERS CAPITAL MANAGEMENT LLC 440.07%0.09%0.13%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.07%0.10%Q4 2022Q3 20234
Kohmann Bosshard Financial Services, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
BROGAN FINANCIAL, INC. 440.18%0.22%0.26%Q4 2022Q3 20234
ANGELES WEALTH MANAGEMENT, LLC 440.14%0.15%0.17%Q4 2022Q3 20234
AlphaCore Capital LLC 210.03%0.08%0.13%Q1 2020Q3 20234
Mount Yale Investment Advisors, LLC 310.02%0.02%0.02%Q3 2021Q3 20234
GM Advisory Group, LLC 310.02%0.03%0.05%Q3 2021Q3 20224
RFP Financial Group LLC 440.02%0.03%0.06%Q4 2022Q3 20234
ClariVest Asset Management LLC 310.00%0.36%0.58%Q4 2021Q3 20234
Linden Thomas Advisory Services, LLC 440.23%0.27%0.29%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.19%0.21%0.25%Q1 2022Q4 20224
DAYMARK WEALTH PARTNERS, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
New Millennium Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 440.00%0.00%0.01%Q4 2022Q3 20234
Advocacy Wealth Management Services, LLC 310.00%0.01%0.02%Q2 2019Q1 20224
Savant Capital, LLC 310.01%0.02%0.03%Q1 2022Q3 20234
Garden State Investment Advisory Services LLC 440.12%0.14%0.16%Q4 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Tandem Wealth Advisors LLC 440.11%0.14%0.16%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
REDMONT WEALTH ADVISORS LLC 440.44%0.48%0.52%Q4 2021Q3 20224
ZWJ INVESTMENT COUNSEL INC 310.01%0.01%0.01%Q3 2021Q3 20234
BAROMETER CAPITAL MANAGEMENT INC. 440.11%0.76%1.65%Q2 2021Q1 20224
OAK HILL WEALTH ADVISORS, LLC 440.39%0.48%0.56%Q4 2022Q3 20234
Great Lakes Retirement, Inc. 440.22%0.24%0.27%Q4 2022Q3 20234
Teamwork Financial Advisors, LLC 220.04%0.12%0.24%Q2 2022Q3 20234
BRIDGEWAY CAPITAL MANAGEMENT, LLC 440.02%0.02%0.02%Q1 2022Q4 20224
Park Place Capital Corp 440.04%0.05%0.06%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.03%0.06%0.11%Q4 2020Q3 20214
Donoghue Forlines LLC 440.14%0.23%0.34%Q3 2021Q2 20224
Karp Capital Management Corp 440.23%0.25%0.26%Q3 2019Q2 20204
Redwood Wealth Management Group, LLC 440.29%0.31%0.37%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.07%0.11%0.16%Q4 2022Q3 20234
River Road Asset Management, LLC 210.01%0.21%0.52%Q2 2019Q1 20234
Winslow Capital Management, LLC 440.69%1.11%1.70%Q4 2021Q3 20224
NVWM, LLC 220.01%0.08%0.15%Q2 2019Q4 20224
Port Capital LLC 310.01%0.02%0.02%Q3 2021Q3 20234
Aquatic Capital Management LLC 440.06%0.25%0.58%Q1 2022Q4 20224
Y.D. More Investments Ltd 440.02%0.02%0.03%Q4 2022Q3 20234
StrongBox Wealth, LLC 440.69%0.96%1.22%Q1 2023Q4 20234
Worth Financial Advisory Group, LLC 440.32%0.36%0.45%Q4 2022Q3 20234
Pegasus Partners Ltd. 310.04%0.04%0.05%Q3 2021Q3 20234
Peak Financial Management, Inc. 310.08%0.08%0.09%Q3 2021Q3 20234
WFA of San Diego, LLC 210.02%0.02%0.04%Q2 2022Q3 20234
Mint Tower Capital Management B.V. 110.03%0.06%0.09%Q2 2020Q1 20214
Corbenic Partners LLC 440.00%0.02%0.03%Q3 2021Q2 20224
True North Advisors, LLC 440.53%0.59%0.72%Q4 2022Q3 20234
HOWE & RUSLING INC 220.00%0.00%0.00%Q1 2021Q3 20224
Almanack Investment Partners, LLC. 440.18%0.20%0.23%Q4 2022Q3 20234
Greytown Advisors Inc. 440.24%0.61%0.86%Q3 2019Q2 20204
SYSTM Wealth Solutions LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Corient Private Wealth LLC 440.07%0.08%0.11%Q4 2022Q3 20234
Family Asset Management, LLC 440.18%0.19%0.22%Q4 2022Q3 20234
Optimal Asset Management, Inc. 440.04%0.07%0.10%Q1 2020Q4 20204
Bryn Mawr Capital Management, LLC 440.09%0.10%0.12%Q4 2022Q3 20234
Bluefin Trading, LLC 440.26%0.27%0.30%Q3 2019Q2 20204
Stiles Financial Services Inc 440.36%0.59%0.83%Q4 2022Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 310.01%0.01%0.02%Q1 2022Q3 20234
Eisler Capital (US) LLC 220.05%0.06%0.06%Q2 2023Q3 20234
SageView Advisory Group, LLC 440.05%0.07%0.10%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
HALBERT HARGROVE GLOBAL ADVISORS, LLC 310.01%0.02%0.02%Q3 2021Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Traynor Capital Management, Inc. 440.03%0.04%0.05%Q1 2022Q4 20224
Per Stirling Capital Management, LLC. 440.14%0.15%0.16%Q4 2022Q3 20234
BI Asset Management Fondsmaeglerselskab A/S 220.04%0.11%0.18%Q4 2019Q2 20224
Bridgefront Capital, LLC 210.16%0.29%0.41%Q2 2021Q3 20234
Sterling Financial Planning, Inc. 440.00%0.00%0.01%Q4 2020Q3 20214
Wolff Financial Management LLC 310.07%0.11%0.18%Q3 2021Q3 20234
Pendal Group Ltd 310.00%0.00%0.01%Q3 2019Q4 20214
Silicon Valley Capital Partners 440.54%0.68%0.92%Q4 2022Q3 20234
Financial Management Professionals, Inc. 310.00%0.00%0.00%Q3 2019Q3 20234
BOS Asset Management, LLC 440.31%0.35%0.38%Q4 2022Q3 20234
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 444.23%4.94%5.64%Q4 2022Q3 20234
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 448.27%10.21%13.58%Q4 2022Q3 20234
Mork Capital Management, LLC 440.65%0.81%0.95%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.16%0.19%0.22%Q4 2020Q3 20214
UBP Investment Advisors SA 440.27%0.33%0.38%Q4 2021Q3 20224
Ferris Capital, LLC 310.06%0.08%0.09%Q1 2021Q1 20224
FSA Wealth Management LLC 310.01%0.02%0.04%Q4 2019Q4 20204
CORA CAPITAL ADVISORS LLC 440.22%0.27%0.31%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
PayPay Securities Corp 440.14%0.22%0.37%Q4 2022Q3 20234
Harvest Investment Advisors, LLC 441.06%1.24%1.47%Q4 2022Q3 20234
PEAK FINANCIAL ADVISORS LLC 440.51%0.83%1.69%Q4 2021Q3 20224
Bleakley Financial Group, LLC 440.09%0.11%0.11%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.07%0.09%0.12%Q4 2022Q3 20234
TUCKER ASSET MANAGEMENT LLC 220.00%0.01%0.01%Q2 2022Q3 20234
Davis Investment Partners, LLC 440.42%0.48%0.53%Q4 2022Q3 20234
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.02%0.02%0.03%Q2 2021Q1 20224
KENNEDY INVESTMENT GROUP 440.15%0.18%0.24%Q4 2022Q3 20234
Stellar Capital Management, LLC 441.36%1.66%1.92%Q3 2019Q2 20204
GODSEY & GIBB, INC 440.05%0.07%0.10%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.23%0.28%0.36%Q4 2022Q3 20234
GTS SECURITIES LLC 220.01%0.05%0.08%Q2 2023Q3 20234
Dynamic Technology Lab Private Ltd 110.07%0.15%0.27%Q2 2021Q1 20234
Covenant Asset Management, LLC 440.18%0.36%0.50%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.56%0.75%0.91%Q4 2022Q3 20234
IBM Retirement Fund 440.15%0.18%0.20%Q2 2021Q1 20224
Bellwether Advisors, LLC 210.00%0.27%0.40%Q2 2021Q3 20234
TRUST CO OF TOLEDO NA /OH/ 440.07%0.16%0.23%Q1 2023Q4 20234
EASTERN BANK 440.01%0.01%0.02%Q4 2021Q3 20224
Pensionfund Sabic 440.48%0.57%0.62%Q3 2021Q2 20224
Opal Wealth Advisors, LLC 220.15%0.18%0.20%Q4 2021Q3 20234
Chiron Investment Management, LLC 310.22%1.54%2.62%Q1 2020Q3 20224
Madison Asset Management, LLC 310.00%0.00%0.00%Q3 2021Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Markets Trading UK LLP 310.00%0.02%0.06%Q2 2022Q2 20234
Grant/GrossMendelsohn, LLC 440.11%0.18%0.25%Q2 2021Q1 20224
FREEDOM WEALTH ALLIANCE, LLC 440.57%0.76%0.94%Q4 2022Q3 20234
Granite Bay Wealth Management, LLC 440.27%0.65%1.20%Q4 2022Q3 20234
Grove Bank & Trust 440.03%0.03%0.03%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 220.02%0.03%0.06%Q4 2021Q3 20234
Lion Street Advisors, LLC 110.02%0.22%0.32%Q1 2020Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 441.49%1.56%1.72%Q4 2022Q3 20234
ASB Consultores, LLC 440.10%0.14%0.22%Q1 2022Q4 20224
VIAWEALTH, LLC 440.30%0.43%0.54%Q4 2022Q3 20234
PERSONAL CFO SOLUTIONS, LLC 310.04%0.05%0.05%Q1 2022Q3 20234
CHANNEL WEALTH LLC 440.17%0.20%0.24%Q1 2023Q4 20234
SHUFRO ROSE & CO LLC 310.02%0.02%0.02%Q3 2021Q3 20234
ALPHASIMPLEX GROUP, LLC 310.08%0.13%0.19%Q4 2019Q4 20204
Sanctuary Wealth Management, L.L.C. 210.01%0.05%0.09%Q1 2010Q3 20234
Register Financial Advisors LLC 441.37%1.86%2.10%Q4 2022Q3 20234
Gateway Advisory, LLC 310.04%0.11%0.19%Q1 2021Q1 20224
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 440.49%0.73%1.16%Q4 2022Q3 20234
ARROWGRASS CAPITAL PARTNERS (US) LP 220.12%0.98%2.94%Q3 2019Q4 20194
CALDWELL SUTTER CAPITAL, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.84%0.94%1.06%Q4 2022Q3 20234
Avondale Wealth Management 440.06%0.17%0.26%Q4 2022Q3 20234
HOERTKORN RICHARD CHARLES 440.04%0.06%0.08%Q4 2022Q3 20234
ELLERSON GROUP INC /ADV 441.55%1.78%1.95%Q4 2022Q3 20234
NORTHSTAR WEALTH PARTNERS LLC 220.09%0.14%0.20%Q3 2019Q3 20204
Single Point Partners, LLC 440.08%0.22%0.63%Q2 2021Q1 20224
CTC Capital Management, LLC 440.25%0.50%0.92%Q1 2022Q4 20224
Truadvice, LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.06%0.10%0.14%Q4 2022Q3 20234
First Washington CORP 441.04%1.91%3.37%Q2 2022Q1 20234
Live Oak Investment Partners 440.41%0.50%0.60%Q4 2022Q3 20234
Chemistry Wealth Management LLC 310.08%0.72%2.61%Q4 2021Q3 20234
Ariel Investments 440.22%0.29%0.43%Q2 2019Q1 20204
QS Investors, LLC 310.00%0.00%0.00%Q4 2019Q2 20214
UDINE WEALTH MANAGEMENT, INC. 221.46%1.89%2.20%Q2 2022Q3 20234
FIRST HORIZON CORP 330.00%0.00%0.01%Q4 2020Q2 20213
Frisch Financial Group, Inc. 210.08%0.08%0.08%Q1 2021Q4 20213
Obsidian Personal Planning Solutions LLC 330.23%0.28%0.32%Q1 2023Q3 20233
McCarthy Asset Management, Inc. 330.15%0.15%0.16%Q3 2021Q1 20223
YHB Investment Advisors, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Icon Wealth Partners, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
TRUEWEALTH LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Quarry LP 330.00%0.01%0.02%Q1 2023Q3 20233
OCCUDO QUANTITATIVE STRATEGIES LP 330.22%0.27%0.32%Q2 2021Q4 20213
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.03%Q1 2020Q3 20203
Mattern Wealth Management LLC 330.08%0.09%0.11%Q1 2023Q3 20233
MADDEN SECURITIES Corp 110.08%0.11%0.13%Q1 2022Q3 20233
Lauer Wealth, LLC 330.45%0.50%0.57%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 331.31%1.42%1.59%Q1 2023Q3 20233
Aries Wealth Management 330.09%0.10%0.10%Q2 2021Q4 20213
Financial Advisors Network, Inc. 330.06%0.06%0.07%Q2 2021Q4 20213
New World Advisors LLC 210.17%0.39%0.82%Q3 2020Q2 20213
Fosun International Ltd 330.14%0.17%0.21%Q3 2019Q1 20203
ONTARIO TEACHERS PENSION PLAN BOARD 210.00%0.00%0.01%Q4 2020Q3 20213
CHATHAM CAPITAL GROUP, INC. 330.05%0.06%0.08%Q1 2022Q3 20223
PA Capital LLC 330.16%0.28%0.42%Q4 2019Q2 20203
CORRADO ADVISORS, LLC 210.15%0.18%0.21%Q4 2022Q3 20233
Northside Capital Management, LLC 330.05%0.08%0.10%Q1 2023Q3 20233
FFT WEALTH MANAGEMENT LLC 330.03%0.05%0.07%Q1 2023Q3 20233
ALBION FINANCIAL GROUP /UT 330.00%0.00%0.00%Q4 2021Q2 20223
ARGENT CAPITAL MANAGEMENT LLC 331.88%2.07%2.35%Q1 2023Q3 20233
ETF MANAGERS GROUP, LLC 210.01%0.04%0.07%Q4 2021Q4 20223
NICHOLAS COMPANY, INC. 330.00%0.00%0.00%Q4 2021Q2 20223
Riggs Asset Managment Co. Inc. 330.04%0.05%0.05%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
B&D White Capital Company, LLC 220.47%7.78%11.55%Q3 2022Q4 20223
Serengeti Asset Management LP 212.71%3.19%3.95%Q4 2019Q3 20223
Cypress Capital, LLC 330.04%0.04%0.04%Q3 2021Q1 20223
WEYBOSSET RESEARCH & MANAGEMENT LLC 210.08%0.09%0.10%Q3 2021Q3 20233
Antonetti Capital Management LLC 210.00%0.00%0.01%Q2 2010Q4 20213
Nilsine Partners, LLC 330.07%0.07%0.07%Q1 2023Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Osborn Williams & Donohoe LLC 330.04%0.04%0.04%Q2 2019Q4 20193
THAMES CAPITAL MANAGEMENT LLC 331.64%1.70%1.78%Q3 2021Q1 20223
Arbor Wealth Management, LLC 210.04%0.34%0.50%Q3 2019Q4 20213
M&G INVESTMENT MANAGEMENT LTD 210.00%0.03%0.05%Q1 2022Q3 20233
FIRST INTERSTATE BANK 210.11%0.25%0.35%Q4 2019Q3 20233
One Capital Management, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Epic Trust Investment Advisors, LLC 330.46%0.51%0.59%Q4 2021Q2 20223
First Command Financial Services, Inc. 110.00%0.00%0.01%Q1 2020Q2 20223
SWEENEY & MICHEL, LLC 330.31%0.34%0.36%Q1 2023Q3 20233
Autumn Glory Partners, LLC 210.14%0.19%0.21%Q4 2021Q3 20233
Foster Victor Wealth Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
McAlister, Sweet & Associates, Inc. 210.18%0.23%0.28%Q4 2021Q3 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.02%Q1 2023Q3 20233
Schwab Charitable Fund 330.01%0.02%0.02%Q1 2023Q3 20233
OSTRUM ASSET MANAGEMENT 330.02%0.02%0.03%Q1 2023Q3 20233
IBEX WEALTH ADVISORS 110.01%0.18%0.45%Q3 2021Q3 20233
TWIN FOCUS CAPITAL PARTNERS, LLC 330.10%0.11%0.12%Q3 2019Q1 20203
MACKAY SHIELDS LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Callodine Capital Management, LP 330.32%0.42%0.49%Q3 2019Q1 20203
Relyea Zuckerberg Hanson LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.03%0.06%0.11%Q2 2022Q1 20233
Westchester Capital Management, LLC 220.24%0.40%0.69%Q2 2019Q3 20193
Resolute Wealth Strategies, LLC 331.94%2.05%2.15%Q1 2023Q3 20233
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Global Assets Advisory, LLC 210.29%0.61%1.18%Q2 2022Q3 20233
EWG Elevate Inc. 210.00%0.23%0.40%Q3 2021Q4 20223
Golden Green, Inc. 330.67%0.77%0.86%Q2 2022Q4 20223
BLUE SQUARE ASSET MANAGEMENT, LLC 330.25%0.94%1.43%Q1 2023Q3 20233
Essex Savings Bank 330.07%0.07%0.07%Q3 2021Q1 20223
PITCAIRN CO 330.06%0.06%0.07%Q3 2021Q1 20223
Landsberg, Bennett, & Dubbaneh LLC 210.03%0.04%0.05%Q4 2019Q3 20213
PagnatoKarp Partners LLC 330.06%0.06%0.06%Q3 2019Q1 20203
Allred Capital Management, LLC 110.02%0.06%0.14%Q4 2019Q1 20213
Redmond Asset Management, LLC 330.44%0.48%0.56%Q1 2023Q3 20233
Trust Investment Advisors 330.18%0.18%0.19%Q3 2021Q1 20223
HBK Sorce Advisory LLC 330.03%0.03%0.04%Q1 2023Q3 20233
McAdam, LLC 210.02%0.02%0.02%Q4 2021Q4 20223
MFA WEALTH ADVISORS, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Waverly Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
ALTFEST L J & CO INC 330.04%0.04%0.05%Q1 2023Q3 20233
EXANE DERIVATIVES 330.00%0.02%0.05%Q3 2019Q1 20203
Waterloo Capital, L.P. 330.61%0.63%0.66%Q1 2023Q3 20233
O'Shares Investment Advisers, LLC 330.82%0.96%1.10%Q3 2021Q1 20223
Oak Grove Capital LLC 330.63%0.67%0.72%Q3 2019Q1 20203
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.30%0.35%0.38%Q1 2023Q3 20233
World Asset Management Inc 210.02%0.08%0.11%Q3 2019Q3 20213
WOODSTOCK CORP 330.05%0.05%0.06%Q4 2022Q2 20233
First County Bank /CT/ 330.11%0.13%0.15%Q1 2023Q3 20233
All Terrain Financial Advisors, LLC 210.08%0.09%0.09%Q4 2021Q3 20233
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q2 2022Q4 20223
Costello Asset Management, INC 330.01%0.01%0.01%Q1 2022Q3 20223
MITCHELL MCLEOD PUGH & WILLIAMS INC 210.08%0.08%0.08%Q3 2021Q3 20233
SEVEN EIGHT CAPITAL, LP 210.32%0.67%1.15%Q1 2022Q4 20223
Destiny Wealth Partners, LLC 330.01%0.01%0.02%Q2 2022Q4 20223
PFG Investments, LLC 330.07%0.11%0.17%Q1 2023Q3 20233
Brandywine Global Investment Management, LLC 330.02%0.05%0.07%Q3 2022Q1 20233
River Street Advisors LLC 330.27%0.69%0.97%Q1 2023Q3 20233
SAXON INTERESTS, INC. 210.11%0.13%0.14%Q4 2021Q2 20233
Empire Financial Management Company, LLC 330.25%0.28%0.33%Q1 2023Q3 20233
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.05%0.08%0.13%Q2 2021Q4 20213
LITTLE HOUSE CAPITAL LLC 330.17%0.20%0.25%Q2 2019Q4 20193
Highland Private Wealth Management 330.03%0.03%0.04%Q4 2021Q2 20223
Paragon Wealth Strategies, LLC 210.00%0.00%0.00%Q2 2021Q4 20223
SHERBROOKE PARK ADVISERS LLC 210.12%0.29%0.42%Q4 2022Q3 20233
ETRADE Capital Management LLC 330.08%0.09%0.10%Q1 2020Q3 20203
WORLDQUANT MILLENNIUM ADVISORS LLC 110.03%0.05%0.06%Q1 2022Q3 20233
55I, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Squar Milner Financial Services LLC 210.03%0.09%0.15%Q2 2019Q1 20203
NICOLET ADVISORY SERVICES, LLC 330.07%0.09%0.12%Q1 2023Q3 20233
CMH Wealth Management LLC 331.28%1.38%1.45%Q4 2021Q2 20223
Delta Financial Group, Inc. 330.08%0.16%0.31%Q1 2023Q3 20233
GARDNER LEWIS ASSET MANAGEMENT L P 330.09%0.19%0.25%Q1 2020Q3 20203
Sage Capital Advisors,llc 330.67%0.69%0.70%Q3 2019Q1 20203
Oxler Private Wealth LLC 210.01%0.02%0.02%Q4 2020Q3 20223
Monument Capital Management 210.08%0.10%0.12%Q3 2021Q2 20223
Morningstar Investment Management LLC 330.03%0.05%0.08%Q1 2023Q3 20233
LMG Wealth Partners, LLC 330.15%0.18%0.23%Q1 2023Q3 20233
Column Capital Advisors, LLC 330.00%0.00%0.01%Q1 2020Q3 20203
Sound View Wealth Advisors Group, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Prana Capital Management, LP 210.53%0.84%1.39%Q2 2020Q2 20233
Teza Capital Management LLC 330.04%0.18%0.45%Q1 2023Q3 20233
Weiss Multi-Strategy Advisers LLC 110.06%0.10%0.16%Q4 2021Q2 20233
Vinva Investment Management Ltd 330.17%0.18%0.19%Q1 2023Q3 20233
Brookfield Asset Management 210.00%0.02%0.02%Q4 2021Q2 20233
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
UNIVEST FINANCIAL Corp 330.12%0.12%0.13%Q1 2023Q3 20233
Xcel Wealth Management, LLC 330.39%0.46%0.58%Q1 2023Q3 20233
Grey Street Capital, LLC 330.21%0.22%0.25%Q1 2023Q3 20233
Hudson Bay Capital Management LP 110.02%0.23%0.60%Q4 2021Q2 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
JMAC ENTERPRISES LLC 330.10%0.13%0.18%Q1 2023Q3 20233
Cadence Bank 330.03%0.03%0.03%Q3 2021Q1 20223
BP PLC 330.02%0.24%0.48%Q4 2020Q2 20213
Alpha Financial Partners, LLC 330.28%0.30%0.34%Q1 2023Q3 20233
OLD SECOND NATIONAL BANK OF AURORA 330.57%0.89%1.15%Q1 2023Q3 20233
ENGINE NO. 1 LLC 330.06%0.10%0.13%Q2 2021Q4 20213
Glass Jacobson Investment Advisors llc 210.16%0.17%0.19%Q4 2022Q3 20233
Tower View Wealth Management LLC 330.03%0.03%0.03%Q3 2021Q1 20223
Horizon Wealth Management, LLC 330.11%0.12%0.14%Q4 2021Q2 20223
Liontrust Investment Partners LLP 330.12%0.14%0.17%Q1 2023Q3 20233
CORNERCAP INVESTMENT COUNSEL INC 330.14%0.16%0.18%Q1 2022Q3 20223
Berger Financial Group, Inc 210.02%0.03%0.03%Q1 2022Q3 20233
Edge Wealth Management LLC 330.03%0.03%0.04%Q2 2019Q4 20193
Price Wealth, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
First National Bank of South Miami 330.01%0.01%0.02%Q4 2019Q2 20203
PACK Private Wealth, LLC 210.16%0.19%0.21%Q4 2021Q3 20233
CONFLUENCE INVESTMENT MANAGEMENT LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Parcion Private Wealth LLC 330.02%0.02%0.02%Q3 2021Q1 20223
MD Financial Management Inc. 210.07%0.08%0.09%Q1 2021Q4 20213
Chicago Capital, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Smith Group Asset Management, LLC 330.00%0.14%0.43%Q3 2021Q1 20223
FIRST CITIZENS BANK & TRUST CO 330.01%0.01%0.01%Q3 2021Q1 20223
Latitude Advisors, LLC 330.12%0.12%0.13%Q3 2021Q1 20223
Pinkerton Retirement Specialists, LLC 330.06%0.46%1.23%Q2 2021Q4 20213
Flaharty Asset Management, LLC 210.01%0.04%0.05%Q3 2021Q3 20233
Danda Trouve Investment Management, Inc. 330.01%0.02%0.03%Q4 2019Q2 20203
CAMPBELL CAPITAL MANAGEMENT INC 210.21%2.59%4.01%Q4 2021Q1 20233
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20223
PEDDOCK CAPITAL ADVISORS, LLC 330.20%0.21%0.22%Q1 2022Q3 20223
FNY Investment Advisers, LLC 110.00%0.29%0.87%Q3 2019Q4 20223
SITTNER & NELSON, LLC 330.08%0.11%0.12%Q3 2022Q1 20233
Paragon Advisors, LLC 330.29%0.49%0.67%Q4 2022Q2 20233
Wealth Quarterback LLC 210.01%0.01%0.02%Q1 2020Q3 20213
Engrave Wealth Partners LLC 330.06%0.07%0.07%Q4 2019Q2 20203
DF DENT & CO INC 330.00%0.00%0.00%Q3 2021Q1 20223
GraniteShares Advisors LLC 210.27%0.53%1.04%Q4 2022Q3 20233
Bouchey Financial Group Ltd 210.03%0.03%0.04%Q4 2021Q3 20233
WADDELL & ASSOCIATES, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Tuscan Ridge Asset Management LLC 220.15%0.25%0.40%Q3 2019Q4 20193
Parametrica Management Ltd 330.94%1.22%1.71%Q1 2022Q3 20223
Atlas Private Wealth Advisors 330.00%0.01%0.02%Q1 2021Q3 20213
METROPOLITAN LIFE INSURANCE CO/NY 210.08%0.11%0.16%Q3 2021Q3 20233
DOHENY ASSET MANAGEMENT /CA 330.14%0.15%0.16%Q3 2021Q1 20223
Bigelow Investment Advisors, LLC 330.14%0.16%0.18%Q1 2023Q3 20233
FormulaFolio Investments, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
Glen Harbor Capital Management LLC 220.02%0.02%0.02%Q2 2019Q3 20192
New England Research & Management, Inc. 220.36%0.40%0.45%Q1 2022Q2 20222
Americana Partners, LLC 110.03%0.07%0.12%Q4 2019Q2 20232
COMMERZBANK AKTIENGESELLSCHAFT /FI 220.00%0.06%0.11%Q3 2019Q4 20192
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.08%0.08%0.08%Q4 2021Q1 20222
Versor Investments LP 110.03%0.05%0.06%Q4 2019Q4 20202
MinichMacGregor Wealth Management, LLC 110.01%0.21%0.41%Q1 2020Q4 20222
Halpern Financial, Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
Legacy Advisors, LLC 220.15%0.17%0.18%Q2 2023Q3 20232
Knuff & Co LLC 220.01%0.01%0.01%Q4 2022Q1 20232
LOEWS CORP 220.00%0.00%0.00%Q3 2019Q4 20192
INFRASTRUCTURE CAPITAL ADVISORS, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
FOSTER DYKEMA CABOT & CO INC/MA 220.01%0.01%0.01%Q2 2023Q3 20232
VISTA CAPITAL PARTNERS, INC. 220.03%0.03%0.04%Q2 2023Q3 20232
IRIDIAN ASSET MANAGEMENT LLC/CT 110.00%0.00%0.00%Q2 2019Q2 20202
GQ Asset Management, LLC 220.21%0.32%0.44%Q4 2019Q1 20202
PALLADIUM PARTNERS LLC 220.01%0.01%0.02%Q4 2021Q1 20222
TWINBEECH CAPITAL LP 110.68%0.92%1.17%Q2 2022Q2 20232
Soros Fund Management 220.14%0.17%0.19%Q3 2019Q4 20192
CHILTON CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Oxinas Partners Wealth Management LLC 220.52%0.54%0.56%Q3 2021Q4 20212
Kensington Investment Counsel, LLC 220.32%0.35%0.38%Q2 2023Q3 20232
Country Club Trust Company, n.a. 220.09%0.09%0.09%Q3 2021Q4 20212
Nauset Wealth Management. LLC 224.91%5.48%6.05%Q4 2021Q1 20222
Planned Solutions, Inc. 220.03%0.04%0.06%Q3 2020Q4 20202
New Hampshire Trust 220.02%0.03%0.04%Q4 2022Q1 20232
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
LOWERY THOMAS, LLC 220.20%0.21%0.22%Q1 2022Q2 20222
Verum Partners LLC 220.14%0.16%0.19%Q2 2023Q3 20232
Hudson Way Capital Management LLC 220.23%1.18%2.13%Q3 2019Q4 20192
Q Global Advisors, LLC 225.87%6.14%6.40%Q1 2023Q2 20232
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
PENN DAVIS MCFARLAND INC 220.04%0.04%0.05%Q1 2021Q2 20212
Pacer Advisors, Inc. 110.00%0.01%0.02%Q4 2021Q3 20232
Pensionfund DSM Netherlands 220.16%0.16%0.16%Q3 2021Q4 20212
HORIZON BANCORP INC /IN/ 220.01%0.06%0.11%Q2 2023Q3 20232
Kamunting Street Capital Management, L.P. 110.92%1.84%2.76%Q3 2022Q2 20232
Ameritas Investment Partners, Inc. 220.00%0.02%0.04%Q2 2023Q3 20232
Point72 Hong Kong Ltd 110.01%0.05%0.09%Q3 2021Q1 20222
Private Advisory Group LLC 110.04%0.10%0.16%Q4 2021Q3 20232
FORVIS Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Stokes Family Office, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Meadow Creek Investment Management LLC 220.01%0.01%0.02%Q2 2019Q3 20192
Black Diamond Financial, LLC 110.07%0.07%0.07%Q1 2022Q3 20232
Capula Management Ltd 110.01%0.01%0.01%Q1 2021Q3 20232
Palisade Asset Management, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Locust Wood Capital Advisers 221.59%2.01%2.44%Q3 2020Q4 20202
BlueMar Capital Management, LLC 110.79%1.92%3.04%Q1 2020Q4 20202
GAGNON SECURITIES LLC 220.04%0.05%0.06%Q2 2023Q3 20232
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q3 2019Q4 20192
DELPHI MANAGEMENT INC /MA/ 220.91%0.92%0.93%Q1 2021Q2 20212
Virtus ETF Advisers LLC 220.23%0.23%0.23%Q2 2022Q3 20222
West Branch Capital LLC 220.01%0.01%0.01%Q4 2021Q1 20222
ACCURATE INVESTMENT SOLUTIONS, INC. 220.00%0.00%0.00%Q3 2019Q4 20192
Pinion Investment Advisors, LLC 220.47%0.50%0.54%Q1 2021Q2 20212
Seven Post Investment Office LP 220.24%0.27%0.29%Q4 2022Q1 20232
CSS LLC/IL 110.01%0.06%0.10%Q3 2021Q3 20212
ORG Partners LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Kiwi Wealth Investments Limited Partnership 220.02%0.05%0.08%Q3 2021Q4 20212
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.06%0.09%Q1 2020Q2 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Valley Brook Capital Group, Inc. 220.03%0.03%0.04%Q4 2020Q1 20212
READYSTATE ASSET MANAGEMENT LP 110.18%0.18%0.18%Q3 2023Q3 20232
Itau Unibanco Holding S.A. 220.05%0.23%0.40%Q2 2022Q3 20222
Arlington Financial Advisors, LLC 220.10%0.11%0.12%Q2 2021Q3 20212
CSat Investment Advisory, L.P. 220.01%0.01%0.01%Q2 2020Q3 20202
Kimelman & Baird, LLC 112.24%2.66%3.09%Q3 2019Q2 20212
Guild Investment Management, Inc. 222.78%2.81%2.84%Q3 2019Q4 20192
LS Investment Advisors, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Vienna Asset Management LLC 110.25%0.36%0.46%Q1 2022Q3 20222
TIVERTON ASSET MANAGEMENT LLC 220.06%0.06%0.07%Q2 2019Q3 20192
Legacy Capital Wealth Partners, LLC 220.80%1.48%2.16%Q2 2023Q3 20232
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Fortis Capital Advisors, LLC 220.01%0.07%0.14%Q4 2022Q1 20232
Altshuler Shaham Ltd 220.00%0.00%0.00%Q3 2021Q4 20212
AdvisorShares Investments LLC 110.22%0.26%0.29%Q2 2021Q4 20212
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
Corton Capital Inc. 220.21%0.28%0.35%Q2 2022Q3 20222
Financial Gravity Asset Management, Inc. 220.00%0.02%0.04%Q2 2023Q3 20232
Fiduciary Trust Co International of Pennsylvania 220.02%0.02%0.02%Q4 2019Q1 20202
Canvas Wealth Advisors, LLC 220.16%0.20%0.24%Q1 2022Q2 20222
Act Two Investors LLC 221.16%1.28%1.40%Q2 2023Q3 20232
SANDLER CAPITAL MANAGEMENT 220.69%0.75%0.81%Q1 2022Q2 20222
KINGSWOOD WEALTH ADVISORS, LLC 220.19%0.20%0.21%Q2 2023Q3 20232
Beaird Harris Wealth Management, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
COLLECTIVE FAMILY OFFICE LLC 220.09%0.15%0.22%Q3 2022Q4 20222
Bruderman Asset Management, LLC 220.84%0.93%1.03%Q1 2022Q2 20222
GUARDIAN INVESTMENT MANAGEMENT 227.13%7.30%7.47%Q3 2021Q4 20212
Wellesley Investment Partners, LLC 220.06%0.07%0.07%Q3 2019Q4 20192
FRANKLIN STREET ADVISORS INC /NC 220.03%0.04%0.04%Q3 2020Q4 20202
CHASE INVESTMENT COUNSEL CORP 220.22%0.22%0.23%Q3 2019Q4 20192
Scissortail Wealth Management, LLC 110.08%0.08%0.08%Q4 2021Q2 20222
MATHER GROUP, LLC. 110.00%0.00%0.00%Q1 2023Q3 20232
Requisite Capital Management, LLC 220.54%0.54%0.54%Q3 2019Q4 20192
WHITENER CAPITAL MANAGEMENT, INC. 220.10%0.10%0.11%Q3 2019Q4 20192
D1 Capital Partners L.P. 220.38%0.54%0.70%Q4 2020Q1 20212
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.06%0.06%0.07%Q3 2019Q4 20192
180 WEALTH ADVISORS, LLC 220.11%0.12%0.12%Q3 2019Q4 20192
American Trust 220.02%0.02%0.02%Q4 2021Q1 20222
Wealthstar Advisors, LLC 110.19%0.56%0.93%Q3 2021Q3 20232
LFA - Lugano Financial Advisors SA 220.18%0.22%0.25%Q2 2023Q3 20232
Crumly & Associates Inc. 220.18%0.20%0.21%Q2 2020Q3 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
United American Securities Inc. (d/b/a UAS Asset Management) 110.96%1.06%1.15%Q1 2023Q3 20232
JUMP TRADING, LLC 220.17%0.38%0.59%Q1 2020Q2 20202
GREENLEAF TRUST 110.00%0.00%0.00%Q1 2023Q3 20232
Eaton Financial Holdings Company, LLC 110.15%0.25%0.35%Q4 2022Q3 20232
Land & Buildings Investment Management 221.75%1.97%2.18%Q4 2021Q1 20222
Syntegra Private Wealth Group, LLC 220.31%0.43%0.56%Q2 2023Q3 20232
Fortune Financial Advisors, LLC 221.62%1.79%1.96%Q2 2023Q3 20232
PEOPLES BANK /OH 220.11%0.11%0.12%Q4 2021Q1 20222
AIRE ADVISORS, LLC 110.06%0.08%0.09%Q1 2022Q3 20232
Headlands Technologies LLC 220.14%0.22%0.31%Q1 2023Q2 20232
WASHINGTON TRUST BANK 220.02%0.03%0.03%Q4 2021Q1 20222
Telemark Asset Management, LLC 110.98%2.02%3.06%Q3 2019Q3 20232
Alpha DNA Investment Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Delphia (USA) Inc. 220.21%0.27%0.33%Q2 2022Q3 20222
DUALITY ADVISERS, LP 110.16%0.19%0.21%Q4 2022Q2 20232
WINTON GROUP Ltd 110.02%0.06%0.10%Q2 2020Q4 20202
Advisor Group, Inc. 220.08%0.08%0.09%Q3 2019Q4 20192
tru Independence LLC 110.00%0.02%0.04%Q4 2019Q2 20202
UNION SAVINGS BANK 220.62%0.64%0.66%Q2 2023Q3 20232
Hunting Hill Global Capital, LLC 220.44%0.55%0.65%Q2 2023Q3 20232
WBI INVESTMENTS, LLC 110.18%0.24%0.31%Q2 2021Q1 20222
Resolute Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
ADVOCATE GROUP LLC 220.06%0.06%0.06%Q2 2022Q3 20222
PHH Investments, Ltd. 220.07%0.07%0.08%Q3 2019Q4 20192
First Command Bank 110.00%0.00%0.01%Q1 2020Q2 20222
TWIN CAPITAL MANAGEMENT INC 220.18%0.20%0.22%Q1 2022Q2 20222
NINE MASTS CAPITAL Ltd 110.04%0.21%0.39%Q3 2019Q3 20192
LEO BROKERAGE, LLC 220.05%0.06%0.07%Q1 2023Q2 20232
OneAscent Wealth Management LLC 220.32%0.52%0.72%Q4 2021Q1 20222
AGF MANAGEMENT LTD 110.00%0.00%0.01%Q4 2022Q3 20232
OXFORD FINANCIAL GROUP, LTD. LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Kalos Management, Inc. 220.18%0.18%0.18%Q3 2021Q4 20212
Davis Capital Management 220.08%0.08%0.09%Q1 2020Q2 20202
Ulland Investment Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Members Advisory Group LLC 220.22%0.26%0.29%Q2 2023Q3 20232
Lombard Odier Asset Management (Europe) Ltd 110.02%0.02%0.02%Q4 2019Q3 20202
BlueCrest Capital Management Ltd 220.02%0.06%0.11%Q3 2021Q4 20212
ING GROEP NV 110.07%0.08%0.08%Q2 2022Q3 20232
Sonora Investment Management, LLC 221.47%1.58%1.70%Q2 2021Q3 20212
GREAT LAKES ADVISORS, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Bison Wealth, LLC 220.24%0.26%0.28%Q2 2023Q3 20232
Manning & Napier Group, LLC 220.00%0.01%0.02%Q3 2019Q4 20192
Eagle Ridge Investment Management 220.03%0.03%0.03%Q3 2019Q4 20192
Miura Global Management 221.06%1.28%1.49%Q4 2019Q1 20202
SHEPHERD KAPLAN KROCHUK, LLC 220.95%1.01%1.06%Q2 2023Q3 20232
NexWave Capital Partners LLC 220.87%0.87%0.87%Q3 2021Q4 20212
PALISADE CAPITAL MANAGEMENT, LP 220.02%0.02%0.02%Q3 2019Q4 20192
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Grant Street Asset Management, Inc. 220.04%0.06%0.08%Q4 2020Q1 20212
Bridgecreek Investment Management, LLC 221.62%1.63%1.63%Q3 2019Q4 20192
Ridgewood Investments LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Capstone Financial Advisors, Inc. 110.02%0.02%0.03%Q4 2019Q1 20212
Slagle Financial, LLC 221.51%1.64%1.78%Q2 2023Q3 20232
Legacy Wealth Planning, LLC 220.26%0.29%0.31%Q2 2021Q3 20212
Ulysses Management LLC 220.20%0.44%0.68%Q3 2019Q4 20192
Point72 Middle East FZE 110.11%0.22%0.34%Q4 2022Q2 20232
GSB Wealth Management, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Cunning Capital Partners, LP 222.71%2.92%3.12%Q3 2021Q4 20212
HOWARD CAPITAL MANAGEMENT 222.25%2.38%2.51%Q3 2020Q4 20202
Claybrook Capital, LLC 220.75%0.82%0.89%Q3 2019Q4 20192
ShoreHaven Wealth Partners, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
MERITAGE PORTFOLIO MANAGEMENT 220.66%0.91%1.16%Q1 2022Q2 20222
Flinton Capital Management LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Park Edge Advisors, LLC 220.22%0.22%0.23%Q4 2022Q1 20232
CHIRON CAPITAL MANAGEMENT, LLC 220.18%0.19%0.21%Q1 2023Q2 20232
MYCIO WEALTH PARTNERS, LLC 220.06%0.08%0.10%Q3 2019Q4 20192
Covenant Multifamily Offices, LLC 220.13%0.14%0.16%Q2 2021Q3 20212
Quantinno Capital Management LP 220.02%0.03%0.05%Q2 2023Q3 20232
CM WEALTH ADVISORS LLC 220.18%0.33%0.48%Q1 2023Q2 20232
Symmetry Investments LP 220.42%0.71%1.00%Q4 2022Q1 20232
Bank OZK 220.17%0.36%0.56%Q2 2023Q3 20232
Pensionmark Financial Group, LLC 220.11%0.12%0.12%Q3 2019Q4 20192
Wealth Dimensions Group, Ltd. 220.11%0.12%0.13%Q3 2021Q4 20212
DRW Securities, LLC 110.01%0.02%0.04%Q2 2020Q1 20222
OPSEU Pension Plan Trust Fund 220.26%0.28%0.30%Q2 2020Q3 20202
Stephens Consulting, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
PHILADELPHIA TRUST CO 110.02%0.02%0.02%Q1 2022Q3 20232
Greenland Capital Management LP 220.02%0.19%0.35%Q2 2023Q3 20232
Leucadia National 220.01%0.01%0.01%Q2 2023Q3 20232
NumerixS Investment Technologies Inc 110.16%0.34%0.53%Q3 2019Q1 20202
KARLINSKI ANDREW C 220.01%0.01%0.01%Q2 2022Q3 20222
Callan Family Office, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
TCG Advisors, LP 220.21%0.22%0.23%Q3 2019Q4 20192
Allegheny Financial Group LTD 220.09%0.09%0.10%Q4 2021Q1 20222
Quintet Private Bank (Europe) S.A. 110.01%0.01%0.01%Q1 2023Q3 20232
Channing Capital Management, LLC 220.21%0.21%0.21%Q1 2020Q2 20202
Relative Value Partners Group, LLC 110.02%0.03%0.04%Q1 2022Q4 20222
Capital Wealth Planning, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Blue Chip Wealth Management, Inc. 220.25%0.32%0.38%Q2 2020Q3 20202
AXQ CAPITAL, LP 110.58%0.62%0.66%Q4 2022Q3 20232
Ironwood Financial, llc 220.00%0.00%0.00%Q3 2019Q4 20192
Czech National Bank 220.21%0.22%0.23%Q3 2023Q4 20232
Armstrong, Fleming & Moore, Inc 220.26%0.28%0.31%Q2 2023Q3 20232
Benson Investment Management Company, Inc. 222.46%2.50%2.53%Q3 2019Q4 20192
DELTEC ASSET MANAGEMENT LLC 110.12%0.23%0.34%Q1 2022Q4 20222
CPWM, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Bordeaux Wealth Advisors LLC 220.09%0.10%0.12%Q4 2021Q1 20222
SHINE INVESTMENT ADVISORY SERVICES INC 220.01%0.01%0.01%Q2 2020Q3 20202
SAMLYN CAPITAL, LLC 221.20%1.64%2.07%Q1 2022Q2 20222
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.01%0.01%0.02%Q2 2023Q3 20232
RNC CAPITAL MANAGEMENT LLC 220.01%0.01%0.02%Q1 2022Q2 20222
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.01%0.01%0.02%Q1 2021Q2 20212
CLEAR STREET LLC 110.05%0.05%0.05%Q2 2023Q2 20232
SeaTown Holdings Pte. Ltd. 110.41%0.98%1.54%Q2 2020Q3 20212
Ergoteles LLC 220.01%0.01%0.01%Q2 2022Q3 20222
TFB Advisors LLC 220.14%0.31%0.48%Q2 2023Q3 20232
Islet Management, LP 220.52%0.76%1.00%Q4 2019Q1 20202
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Shamrock Asset Management LLC 220.04%0.05%0.05%Q2 2019Q3 20192
AQR Capital Management 220.00%0.00%0.00%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.11%0.17%0.22%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.05%0.06%0.07%Q1 2021Q2 20212
GRAYBILL WEALTH MANAGEMENT, LTD. 220.15%0.15%0.16%Q3 2019Q4 20192
Enterprise Bank & Trust Co 220.18%0.21%0.23%Q2 2023Q3 20232
LEE DANNER & BASS INC 220.02%0.02%0.02%Q4 2021Q1 20222
JOYN Advisors, Inc. 220.06%0.07%0.08%Q3 2019Q4 20192
Philadelphia Financial Management of San Francisco, LLC 111.97%3.13%4.28%Q1 2020Q2 20232
Elkfork Partners LLC 220.02%0.03%0.03%Q2 2019Q3 20192
Jackson Hole Capital Partners, LLC 220.07%0.14%0.22%Q4 2022Q1 20232
Polar Asset Management Partners Inc. 110.01%0.02%0.02%Q3 2021Q3 20212
AFFINITY WEALTH MANAGEMENT LLC 220.36%0.45%0.53%Q3 2019Q4 20192
Cynosure Group, LLC 110.28%0.97%1.66%Q1 2020Q2 20222
Brand Asset Management Group, Inc. 220.04%0.04%0.04%Q3 2019Q4 20192
CTC LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
IAG Wealth Partners, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CNA FINANCIAL CORP 220.93%0.97%1.00%Q3 2019Q4 20192
Greenfield Savings Bank 220.35%0.35%0.35%Q2 2022Q3 20222
Quadrature Capital Ltd 220.23%0.50%0.77%Q4 2022Q1 20232
TCWP LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Harel Insurance Investments & Financial Services Ltd. 110.06%0.06%0.06%Q4 2021Q4 20211
MWA Asset Management 111.56%1.56%1.56%Q3 2023Q3 20231
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Braun-Bostich & Associates Inc. 110.49%0.49%0.49%Q3 2023Q3 20231
ABNER HERRMAN & BROCK LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Syverson Strege & Co 110.01%0.01%0.01%Q3 2021Q3 20211
CHARTER RESEARCH & INVESTMENT GROUP, INC. 110.17%0.17%0.17%Q3 2021Q3 20211
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
DENDUR CAPITAL LP 119.77%9.77%9.77%Q4 2019Q4 20191
VICUS CAPITAL 110.03%0.03%0.03%Q4 2020Q4 20201
Winthrop Advisory Group LLC 110.05%0.05%0.05%Q2 2021Q2 20211
Pictet Asset Management Holding SA 110.04%0.04%0.04%Q3 2023Q3 20231
GW&K Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Owl Creek Asset Management, L.P. 115.41%5.41%5.41%Q4 2022Q4 20221
Koss-Olinger Consulting, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.05%0.05%0.05%Q4 2022Q4 20221
DC Investments Management, LLC 111.84%1.84%1.84%Q3 2021Q3 20211
ODonnell Financial Services, LLC 110.71%0.71%0.71%Q3 2021Q3 20211
Ghisallo Capital Management LLC 111.60%1.60%1.60%Q4 2021Q4 20211
WILLNER & HELLER, LLC 110.61%0.61%0.61%Q4 2022Q4 20221
ABSHER WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Laffer Tengler Investments, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
NORTHSTAR INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Apollo Management Holdings, L.P. 110.29%0.29%0.29%Q4 2022Q4 20221
Morningstar Investment Services LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Manteio Capital LLC 111.80%1.80%1.80%Q4 2021Q4 20211
SUNTRUST BANKS INC 110.02%0.02%0.02%Q3 2019Q3 20191
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
USA FINANCIAL FORMULAS 110.32%0.32%0.32%Q4 2021Q4 20211
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q3 2022Q3 20221
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Jessup Wealth Management, Inc 113.22%3.22%3.22%Q3 2023Q3 20231
Astrantus Ltd 110.58%0.58%0.58%Q1 2022Q1 20221
Advisor Resource Council 110.08%0.08%0.08%Q4 2021Q4 20211
Centennial Wealth Advisory LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Glacier Peak Capital LLC 110.81%0.81%0.81%Q2 2019Q2 20191
Aperio Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Northwest Bank & Trust Co 110.69%0.69%0.69%Q2 2023Q2 20231
SMITH ASSET MANAGEMENT GROUP LP 110.00%0.00%0.00%Q2 2021Q2 20211
Addison Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COASTAL INVESTMENT MANAGEMENT, L.P. 1115.78%15.78%15.78%Q4 2019Q4 20191
High Falls Advisors, Inc 110.06%0.06%0.06%Q3 2021Q3 20211
Financial Advantage, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Angeles Investment Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Olympiad Research LP 110.10%0.10%0.10%Q4 2021Q4 20211
Lloyd Advisory Services, LLC. 110.08%0.08%0.08%Q3 2023Q3 20231
Human Investing LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Aaron Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q1 2021Q1 20211
NBT BANK N A /NY 110.06%0.06%0.06%Q3 2023Q3 20231
Gyon Technologies Capital Management, LP 110.40%0.40%0.40%Q1 2020Q1 20201
Corvex Management LP 111.21%1.21%1.21%Q3 2019Q3 20191
Retirement Systems of Alabama 110.08%0.08%0.08%Q3 2023Q3 20231
TRILLIUM ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Capital One Investing, Inc. 110.09%0.09%0.09%Q3 2019Q3 20191
SYMMETRY PEAK MANAGEMENT LLC 110.25%0.25%0.25%Q3 2022Q3 20221
HWG Holdings LP 110.02%0.02%0.02%Q3 2022Q3 20221
Ilmarinen Mutual Pension Insurance Co 110.06%0.06%0.06%Q1 2023Q1 20231
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Litman Gregory Wealth Management LLC 110.20%0.20%0.20%Q3 2023Q3 20231
BELLEVUE ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Kampmann Melissa S. 112.23%2.23%2.23%Q3 2023Q3 20231
Brown Shipley& Co Ltd 110.03%0.03%0.03%Q1 2023Q1 20231
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
RGT Wealth Advisors, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
GSA CAPITAL PARTNERS LLP 110.03%0.03%0.03%Q4 2020Q4 20201
Oder Investment Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
AMJ Financial Wealth Management 112.83%2.83%2.83%Q4 2019Q4 20191
JSF Financial, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
AMERICAN INTERNATIONAL GROUP, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
Lombard Odier Asset Management (USA) Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Berry Street Capital Management LLP 111.53%1.53%1.53%Q4 2022Q4 20221
MENDON CAPITAL ADVISORS CORP 110.89%0.89%0.89%Q3 2019Q3 20191
Sicart Associates LLC 110.24%0.24%0.24%Q3 2019Q3 20191
Machina Capital S.A.S. 111.03%1.03%1.03%Q2 2021Q2 20211
Peregrine Asset Advisers, Inc. 111.16%1.16%1.16%Q1 2021Q1 20211
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
CNB Bank 110.00%0.00%0.00%Q3 2023Q3 20231
CIBC BANK USA 110.04%0.04%0.04%Q4 2019Q4 20191
Parkside Advisors LLC 110.06%0.06%0.06%Q4 2023Q4 20231
W ADVISORS, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Lauterbach Financial Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Altus Wealth Group LLC 110.04%0.04%0.04%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.05%0.05%0.05%Q3 2023Q3 20231
Railway Pension Investments Ltd 110.06%0.06%0.06%Q1 2020Q1 20201
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Junto Capital Management LP 110.72%0.72%0.72%Q4 2020Q4 20201
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Segantii Capital Management Ltd 111.62%1.62%1.62%Q2 2023Q2 20231
Kentucky Retirement Systems Insurance Trust Fund 110.20%0.20%0.20%Q3 2023Q3 20231
GREENWOOD CAPITAL ASSOCIATES LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Redwood Investment Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Estabrook Capital Management 110.00%0.00%0.00%Q4 2021Q4 20211
FIDUCIENT ADVISORS LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Avalon Investment & Advisory 110.01%0.01%0.01%Q2 2022Q2 20221
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Camarda Financial Advisors, LLC 110.52%0.52%0.52%Q3 2021Q3 20211
Louisiana State Employees Retirement System 110.11%0.11%0.11%Q3 2023Q3 20231
GoalVest Advisory LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Delos Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
AM Squared Ltd 110.03%0.03%0.03%Q2 2023Q2 20231
HORIZON FINANCIAL SERVICES, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Smallwood Wealth Investment Management, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
BNP PARIBAS FINANCIAL MARKETS 110.01%0.01%0.01%Q3 2022Q3 20221
LifeSteps Financial, Inc. 110.20%0.20%0.20%Q4 2019Q4 20191
Price Capital Management, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Blue Investment Partners LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Cerebellum GP, LLC 110.28%0.28%0.28%Q3 2020Q3 20201
Oribel Capital Management, LP 110.39%0.39%0.39%Q1 2020Q1 20201
VIKING GLOBAL INVESTORS LP 110.26%0.26%0.26%Q1 2022Q1 20221
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.17%0.17%0.17%Q3 2023Q3 20231
MYDA Advisors LLC 110.28%0.28%0.28%Q1 2020Q1 20201
Barber Financial Group, Inc. 110.08%0.08%0.08%Q3 2021Q3 20211
NORDEN GROUP LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Raffles Associates 110.87%0.87%0.87%Q4 2022Q4 20221
XTX MARKETS LLC 110.75%0.75%0.75%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.38%0.38%0.38%Q2 2022Q2 20221
SECURIAN ASSET MANAGEMENT, INC 110.16%0.16%0.16%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Parsec Financial Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
NAVELLIER & ASSOCIATES INC 110.04%0.04%0.04%Q3 2023Q3 20231
Draper Asset Management, LLC 110.21%0.21%0.21%Q1 2022Q1 20221
PIONEER TRUST BANK N A/OR 110.05%0.05%0.05%Q4 2021Q4 20211
NOVARE CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q2 2022Q2 20221
American Trust Investment Advisors, LLC 110.19%0.19%0.19%Q3 2019Q3 20191
Retirement Investment Advisors, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
INVESTMENT PARTNERS, LTD. 110.07%0.07%0.07%Q3 2022Q3 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Alyeska Investment Group, L.P. 110.21%0.21%0.21%Q2 2023Q2 20231
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Annapolis Financial Services, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 110.17%0.17%0.17%Q3 2023Q3 20231
TCG Advisory Services, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
ROMAN BUTLER FULLERTON & CO 110.09%0.09%0.09%Q1 2022Q1 20221
CASTLEARK MANAGEMENT LLC 110.91%0.91%0.91%Q3 2019Q3 20191
Weil Company, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Nadler Financial Group, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Pinnacle Private Wealth, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Concentric Capital Strategies, LP 110.07%0.07%0.07%Q3 2023Q3 20231
Andrew Hill Investment Advisors, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Texas Capital Bank Wealth Management Services Inc 110.64%0.64%0.64%Q3 2020Q3 20201
MOODY ALDRICH PARTNERS LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Community Financial Services Group, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Retireful, LLC 111.95%1.95%1.95%Q3 2023Q3 20231
Circle Wealth Management, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Unison Asset Management LLC 111.58%1.58%1.58%Q4 2020Q4 20201
DODGE & COX 110.00%0.00%0.00%Q2 2020Q2 20201
STANSBERRY ASSET MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
SYNTAX RESEARCH, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
OmniStar Financial Group, Inc. 110.03%0.03%0.03%Q1 2020Q1 20201
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Delta Investment Management, LLC 111.10%1.10%1.10%Q3 2019Q3 20191
KPP Advisory Services LLC 110.26%0.26%0.26%Q3 2023Q3 20231
Royal Harbor Partners, LLC 110.82%0.82%0.82%Q1 2022Q1 20221
Great Point Wealth Advisors, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
EMINENCE CAPITAL, LP 110.33%0.33%0.33%Q4 2022Q4 20221
BUILDER INVESTMENT GROUP INC /ADV 110.08%0.08%0.08%Q3 2023Q3 20231
CIBC WORLD MARKETS CORP 110.12%0.12%0.12%Q3 2023Q3 20231
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Crosspoint Capital Strategies, LLC 110.44%0.44%0.44%Q1 2022Q1 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
York Capital Management Global Advisors, LLC 110.44%0.44%0.44%Q2 2021Q2 20211
qPULA Trading Management LP 110.59%0.59%0.59%Q1 2021Q1 20211
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Guidant Wealth Advisors 110.01%0.01%0.01%Q3 2019Q3 20191
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ARTHUR M. COHEN & ASSOCIATES, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Prossimo Advisors, LLC 111.57%1.57%1.57%Q4 2022Q4 20221
Neo Ivy Capital Management 110.22%0.22%0.22%Q2 2022Q2 20221
BOULDER HILL CAPITAL MANAGEMENT LP 110.40%0.40%0.40%Q1 2022Q1 20221
WILLIAMS JONES & ASSOCIATES LLC 110.81%0.81%0.81%Q2 2019Q2 20191
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.03%0.03%0.03%Q3 2023Q3 20231
Oak Thistle LLC 110.40%0.40%0.40%Q4 2021Q4 20211
Filbrandt Wealth Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
EVERENCE CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q3 2023Q3 20231
Sageworth Trust Co 110.00%0.00%0.00%Q4 2022Q4 20221
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.04%0.04%0.04%Q1 2022Q1 20221
VeraBank, N.A. 110.11%0.11%0.11%Q4 2021Q4 20211
Golden State Equity Partners 110.13%0.13%0.13%Q2 2021Q2 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 112.06%2.06%2.06%Q3 2023Q3 20231
Legacy Capital Group California, Inc. 110.40%0.40%0.40%Q3 2023Q3 20231
MADISON WEALTH MANAGEMENT 110.04%0.04%0.04%Q1 2022Q1 20221
SageGuard Financial Group, LLC 110.37%0.37%0.37%Q2 2021Q2 20211
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Legacy Financial Group LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Telemetry Investments, L.L.C. 110.26%0.26%0.26%Q3 2022Q3 20221
ADAMS DIVERSIFIED EQUITY FUND, INC. 110.61%0.61%0.61%Q2 2020Q2 20201
LEE JOHNSON CAPITAL MANAGEMENT, LLC 110.82%0.82%0.82%Q4 2021Q4 20211
Chescapmanager LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
V-Square Quantitative Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Fulcrum Capital LLC 110.11%0.11%0.11%Q4 2020Q4 20201
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
BluePath Capital Management, LLC 110.53%0.53%0.53%Q3 2023Q3 20231
Corundum Group, Inc. 110.14%0.14%0.14%Q3 2022Q3 20221
PIERSHALE FINANCIAL GROUP, INC. 111.57%1.57%1.57%Q3 2021Q3 20211
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 110.37%0.37%0.37%Q2 2020Q2 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
P SCHOENFELD ASSET MANAGEMENT LP 110.84%0.84%0.84%Q4 2022Q4 20221
Apriem Advisors 110.03%0.03%0.03%Q1 2022Q1 20221
Sage Investment Advisers LLC 110.34%0.34%0.34%Q1 2023Q1 20231
NinePointTwo Capital LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WEST MICHIGAN ADVISORS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BB&T SECURITIES, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Regal Partners Ltd 110.24%0.24%0.24%Q1 2023Q1 20231
Fortis Capital Management LLC 111.45%1.45%1.45%Q3 2020Q3 20201
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Formidable Asset Management, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
UNITED MARITIME CAPITAL LLC 110.17%0.17%0.17%Q4 2020Q4 20201
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Qsemble Capital Management, LP 110.54%0.54%0.54%Q4 2022Q4 20221
MUFG Securities EMEA plc 110.27%0.27%0.27%Q4 2021Q4 20211
DSC Advisors, L.P. 110.08%0.08%0.08%Q1 2022Q1 20221
Paragon Capital Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Summit Financial Wealth Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Aperture Investors, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
G2 CAPITAL MANAGEMENT, LLC / OH 110.14%0.14%0.14%Q4 2021Q4 20211
DOLIVER ADVISORS, LP 110.08%0.08%0.08%Q4 2019Q4 20191
L2 Asset Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
BHK Investment Advisors, LLC 110.14%0.14%0.14%Q3 2019Q3 20191
Eschler Asset Management LLP 110.75%0.75%0.75%Q2 2023Q2 20231
Kellett Wealth Advisors, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
LGL PARTNERS, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Landmark Financial Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
DoubleLine ETF Adviser LP 110.42%0.42%0.42%Q3 2023Q3 20231
CAPITAL ONE, NATIONAL ASSOCIATION 110.07%0.07%0.07%Q4 2019Q4 20191
Portside Wealth Group, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
PARK PRESIDIO CAPITAL LLC 114.12%4.12%4.12%Q2 2020Q2 20201
TEXAS PERMANENT SCHOOL FUND CORP 110.15%0.15%0.15%Q3 2023Q3 20231
FWL INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Norinchukin Bank, The 110.06%0.06%0.06%Q3 2023Q3 20231
BOK Financial Private Wealth, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Weiss Asset Management LP 110.05%0.05%0.05%Q4 2022Q4 20221
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.13%0.13%0.13%Q3 2023Q3 20231
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.41%0.41%0.41%Q2 2022Q2 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
SUVRETTA CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Castle Financial & Retirement Planning Associates, Inc. 110.32%0.32%0.32%Q4 2021Q4 20211
Pelham Capital Ltd. 114.84%4.84%4.84%Q4 2022Q4 20221
25 LLC 110.00%0.00%0.00%Q1 2023Q1 20231
QCM Cayman, Ltd. 111.68%1.68%1.68%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Desjardins Global Asset Management Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Sustainable Insight Capital Management, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Tuttle Capital Management, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q1 20201
Pinnacle Family Advisors, LLC 110.19%0.19%0.19%Q3 2021Q3 20211
Amalgamated Financial Corp. 110.08%0.08%0.08%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 110.16%0.16%0.16%Q3 2023Q3 20231
Newbrook Capital Advisors LP 111.36%1.36%1.36%Q4 2021Q4 20211
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
Tandem Investment Advisors, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Edgestream Partners, L.P. 110.02%0.02%0.02%Q3 2023Q3 20231
Alpine Global Management, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
HC Advisors, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
BRR OpCo, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kula Investments, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Origin Asset Management LLP 110.08%0.08%0.08%Q2 2021Q2 20211
RBA Wealth Management, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Anson Funds Management LP 110.20%0.20%0.20%Q3 2022Q3 20221
CUTLER INVESTMENT COUNSEL LLC 110.04%0.04%0.04%Q3 2019Q3 20191
DOVER ADVISORS, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
James Reed Financial Services, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
RITTER DANIHER FINANCIAL ADVISORY LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Willingdon Wealth Management 110.02%0.02%0.02%Q3 2019Q3 20191
Columbia Asset Management 110.02%0.02%0.02%Q3 2022Q3 20221
Interchange Capital Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Annis Gardner Whiting Capital Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Widmann Financial Services, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Pinnacle Wealth Advisors 110.15%0.15%0.15%Q2 2021Q2 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.06%0.06%0.06%Q4 2022Q4 20221
Zweig-DiMenna Associates LLC 110.17%0.17%0.17%Q3 2019Q3 20191
Full18 Capital LLC 110.64%0.64%0.64%Q1 2022Q1 20221
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Deer Park Road Corp 111.08%1.08%1.08%Q3 2022Q3 20221
Algebris (UK) Ltd 112.12%2.12%2.12%Q4 2022Q4 20221
Family CFO Inc 110.02%0.02%0.02%Q3 2023Q3 20231
Aprio Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Kentucky Retirement Systems 110.20%0.20%0.20%Q3 2023Q3 20231
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Baader Bank Aktiengesellschaft 110.01%0.01%0.01%Q2 2023Q2 20231
KLINGENSTEIN FIELDS & CO LP 110.01%0.01%0.01%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
SENTRY INVESTMENT MANAGEMENT LLC 110.21%0.21%0.21%Q3 2023Q3 20231
West Tower Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Pershing Square Capital Management 110.38%0.38%0.38%Q1 2020Q1 20201
Horan Securities, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
Insight Inv LLC 110.01%0.01%0.01%Q2 2022Q2 20221
KEYSTONE INVESTORS PTE LTD 110.08%0.08%0.08%Q1 2023Q1 20231
CARLSON CAPITAL L P 110.17%0.17%0.17%Q4 2021Q4 20211
Cannon Global Investment Management, LLC 113.10%3.10%3.10%Q1 2021Q1 20211
Beck Bode, LLC 110.17%0.17%0.17%Q2 2022Q2 20221
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Wakefield Asset Management LLLP 110.36%0.36%0.36%Q4 2022Q4 20221
Credit Capital Investments LLC 110.42%0.42%0.42%Q2 2023Q2 20231
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Boulder Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
PROFESSIONAL PLANNING 110.10%0.10%0.10%Q3 2021Q3 20211
Rovida Advisors Inc. 112.56%2.56%2.56%Q4 2022Q4 20221
Summit Global Investments 110.08%0.08%0.08%Q1 2022Q1 20221
Samjo Capital LLC 110.15%0.15%0.15%Q3 2023Q3 20231
ARDSLEY ADVISORY PARTNERS LP 111.43%1.43%1.43%Q1 2020Q1 20201
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Cassia Capital Partners, LLC 110.26%0.26%0.26%Q3 2021Q3 20211
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Ramirez Asset Management, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
State of Tennessee, Treasury Department 110.07%0.07%0.07%Q3 2023Q3 20231
HELIOS CAPITAL MANAGEMENT PTE. LTD 112.81%2.81%2.81%Q4 2021Q4 20211
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Johnson Midwest Financial, LLC 110.29%0.29%0.29%Q3 2021Q3 20211
Gladius Capital Management LP 110.01%0.01%0.01%Q2 2022Q2 20221
Beacon Harbor Wealth Advisors, Inc. 111.56%1.56%1.56%Q4 2020Q4 20201
COWA, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
STABLEFORD CAPITAL II LLC 111.11%1.11%1.11%Q1 2020Q1 20201
External links

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