BROADRIDGE FINL SOLUTIONS IN shareholder history

Current and past BROADRIDGE FINL SOLUTIONS IN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023109
Citadel Advisors 42420.00%0.00%0.06%Q2 2013Q3 202392
BARCLAYS PLC 42420.00%0.02%0.24%Q2 2013Q3 202392
Walleye Trading LLC 2510.00%0.00%0.02%Q2 2013Q3 202379
HUNTINGTON NATIONAL BANK 59590.00%0.01%0.02%Q1 2009Q3 202359
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202354
D. E. Shaw & Co., Inc. 1310.00%0.01%0.04%Q2 2013Q1 202353
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202350
JANE STREET GROUP, LLC 910.00%0.00%0.02%Q1 2014Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.02%0.03%0.04%Q3 2011Q3 202349
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202348
MUFG Americas Holdings Corp 48480.00%0.00%0.02%Q4 2010Q3 202248
HSBC HOLDINGS PLC 4510.00%0.02%0.06%Q1 2012Q3 202346
WOLVERINE TRADING, LLC 1010.00%0.00%0.01%Q2 2016Q3 202345
PEAK6 Group LLC 530.00%0.01%0.05%Q2 2013Q2 201844
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.06%0.12%0.18%Q2 2010Q3 202344
East Coast Asset Management, LLC. 44440.15%0.29%0.43%Q4 2012Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.02%0.04%0.05%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.03%0.05%0.11%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.02%0.04%Q1 2013Q3 202343
AQR Capital Management 4210.01%0.07%0.25%Q4 2012Q3 202343
Retirement Systems of Alabama 43430.02%0.04%0.16%Q1 2013Q3 202343
Swiss National Bank 42420.01%0.06%0.12%Q2 2013Q3 202342
GREENLEAF TRUST 42420.04%0.22%0.73%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.02%0.04%0.06%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.01%0.07%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.02%0.04%0.05%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.03%0.05%0.08%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.00%0.04%0.08%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.03%0.06%Q2 2013Q3 202342
Parallax Volatility Advisers, L.P. 720.00%0.00%0.01%Q2 2013Q1 202142
Allianz Asset Management GmbH 42420.00%0.06%0.22%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.02%0.21%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42421.40%1.70%2.17%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.02%0.30%0.58%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.02%0.06%0.16%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.03%0.14%0.30%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.23%0.40%0.59%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.00%0.01%0.04%Q2 2013Q3 202342
Mraz, Amerine & Associates, Inc. 42420.33%0.53%0.89%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.02%0.05%0.07%Q2 2013Q3 202342
Spears Abacus Advisors LLC 42420.03%0.15%3.49%Q2 2013Q3 202342
Utah Retirement Systems 42420.02%0.04%0.06%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.02%0.07%0.13%Q2 2013Q3 202342
INTRUST BANK NA 42420.37%0.76%1.18%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.04%0.11%0.20%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.03%0.08%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.03%Q2 2013Q3 202342
Fruth Investment Management 42420.60%1.04%1.59%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.07%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.17%0.27%0.42%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.04%0.12%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.05%0.17%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.00%0.00%0.01%Q4 2012Q1 202342
Bank of New York Mellon Corp 42420.01%0.04%0.05%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.03%0.05%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
WENDELL DAVID ASSOCIATES INC 42420.11%1.11%2.19%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.01%0.09%0.51%Q2 2013Q3 202342
West Oak Capital, LLC 42420.02%0.04%0.07%Q2 2013Q3 202342
Ensemble Capital Management 42421.33%5.83%8.49%Q2 2013Q3 202342
NORGES BANK 4020.00%0.03%0.05%Q2 2012Q4 202242
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.03%0.06%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.02%0.05%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.01%0.03%0.07%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.04%0.07%0.13%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.04%0.07%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.02%0.43%1.88%Q2 2013Q3 202342
ProShare Advisors LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.04%0.09%Q2 2013Q3 202342
SouthernSun Asset Management 42420.93%2.77%4.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.02%0.04%Q2 2013Q3 202342
ANCHOR CAPITAL ADVISORS LLC 42420.76%1.72%2.22%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.02%0.04%0.06%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.03%0.10%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.01%0.18%0.42%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.01%0.01%0.02%Q2 2013Q3 202342
Legal & General Group Plc 42420.02%0.04%0.06%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.01%0.04%0.20%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.12%0.24%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.02%0.05%0.13%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.03%0.04%0.07%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.11%0.39%0.98%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.03%0.06%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.02%0.04%0.06%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.04%0.08%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.02%0.04%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.05%0.10%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.04%0.12%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
BOYAR ASSET MANAGEMENT INC. 42420.38%0.79%1.13%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.02%0.04%0.09%Q2 2013Q3 202342
DIAMOND HILL CAPITAL MANAGEMENT INC 42420.05%0.19%0.36%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.04%0.10%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.07%0.26%0.70%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.02%0.09%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.04%0.11%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.01%0.04%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.02%Q2 2013Q3 202342
AVIVA PLC 42420.00%0.03%0.06%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.05%0.14%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.04%0.07%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.03%0.05%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.02%0.11%0.25%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.01%0.02%0.11%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.02%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 41410.00%0.05%0.15%Q3 2013Q3 202341
FAYEZ SAROFIM & CO 4010.00%0.18%0.54%Q2 2013Q3 202341
SCHRODER INVESTMENT MANAGEMENT GROUP 30110.00%0.04%0.14%Q2 2013Q3 202341
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
AMALGAMATED BANK 41410.04%0.06%0.11%Q3 2013Q3 202341
FIRST NATIONAL BANK OF OMAHA 41410.02%0.48%0.91%Q3 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.00%0.00%Q2 2013Q4 202341
Arizona State Retirement System 3380.03%0.06%0.13%Q1 2013Q3 202341
VICTORY CAPITAL MANAGEMENT INC 41410.00%0.08%0.39%Q3 2013Q3 202341
SG Americas Securities, LLC 3290.00%0.02%0.05%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.01%0.04%0.10%Q3 2013Q3 202341
BESSEMER GROUP INC 21200.00%0.02%0.21%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.02%0.03%Q2 2013Q3 202341
Tributary Capital Management, LLC 41410.04%0.27%0.89%Q3 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.01%0.05%0.22%Q3 2013Q3 202341
State of Tennessee, Treasury Department 41410.01%0.05%0.12%Q3 2013Q3 202341
Tower Research Capital LLC (TRC) 25160.00%0.02%0.09%Q2 2013Q3 202341
BNP PARIBAS FINANCIAL MARKETS 3290.00%0.01%0.04%Q2 2013Q3 202341
PGGM Investments 3150.01%0.10%0.19%Q1 2013Q3 202341
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.10%0.29%0.44%Q2 2013Q1 202340
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 40400.47%1.08%1.76%Q4 2013Q3 202340
TCTC Holdings, LLC 40400.01%0.03%0.05%Q4 2013Q3 202340
First Horizon Advisors, Inc. 40400.00%0.01%0.02%Q4 2013Q3 202340
FEDERATED HERMES, INC. 3520.00%0.02%0.06%Q2 2013Q3 202340
BOKF, NA 3190.00%0.06%0.14%Q3 2013Q3 202340
DEARBORN PARTNERS LLC 40400.62%0.97%1.74%Q4 2013Q3 202340
BAHL & GAYNOR INC 40400.02%0.73%1.22%Q4 2013Q3 202340
BURNEY CO/ 40400.02%0.11%0.20%Q4 2013Q3 202340
TRUST CO OF VERMONT 3310.01%0.01%0.02%Q2 2013Q3 202340
COMERICA BANK 3910.02%0.04%0.09%Q2 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.01%0.04%0.07%Q4 2013Q3 202340
Robeco Institutional Asset Management B.V. 40400.02%0.20%0.65%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.03%0.06%0.15%Q4 2013Q3 202340
Ironwood Investment Counsel, LLC 40400.07%0.14%0.26%Q4 2013Q3 202340
ACADIAN ASSET MANAGEMENT LLC 28120.00%0.06%0.43%Q3 2013Q3 202340
MILLENNIUM MANAGEMENT LLC 1110.00%0.02%0.09%Q2 2013Q3 202340
Garrison Asset Management, LLC 39391.52%2.09%2.90%Q1 2014Q3 202339
BNP Paribas Asset Management Holding S.A. 39390.00%0.07%0.17%Q1 2014Q3 202339
TEACHER RETIREMENT SYSTEM OF TEXAS 24150.00%0.05%0.30%Q2 2013Q3 202339
Clarkston Capital Partners, LLC 39390.01%2.63%4.68%Q2 2013Q4 202239
MACQUARIE GROUP LTD 3180.00%0.06%0.23%Q2 2013Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 39390.00%0.11%0.19%Q1 2014Q3 202339
COLONY GROUP LLC 39390.12%0.38%0.74%Q1 2014Q3 202339
KBC Group NV 3080.00%0.03%0.17%Q3 2013Q3 202338
Nuveen Asset Management, LLC 22160.01%0.03%0.15%Q2 2013Q3 202338
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1590.00%0.02%0.12%Q4 2013Q3 202338
Evercore Wealth Management, LLC 2310.00%0.01%0.01%Q4 2013Q3 202338
Heritage Wealth Advisors 38380.02%0.11%0.24%Q2 2014Q3 202338
STEPHENS INC /AR/ 20180.01%0.01%0.02%Q2 2013Q3 202338
LPL Financial LLC 3210.00%0.01%0.03%Q2 2013Q3 202338
STIFEL FINANCIAL CORP 3710.00%0.02%0.39%Q1 2014Q3 202338
Asset Management One Co., Ltd. 38380.00%0.05%0.12%Q2 2014Q3 202338
Ifrah Financial Services, Inc. 2040.08%0.12%0.30%Q4 2013Q3 202338
PITCAIRN CO 37370.03%0.04%0.08%Q3 2014Q3 202337
COMMERCE BANK 27100.00%0.10%0.31%Q2 2014Q3 202337
FineMark National Bank & Trust 1840.01%0.10%0.41%Q2 2013Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3610.00%0.04%0.12%Q3 2013Q4 202237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.01%0.16%Q4 2014Q3 202337
SIGNATUREFD, LLC 23140.00%0.01%0.02%Q2 2013Q3 202337
Ledyard National Bank 23140.00%0.23%0.74%Q2 2013Q3 202237
PARSONS CAPITAL MANAGEMENT INC/RI 37370.26%0.34%0.43%Q3 2014Q3 202337
M&T BANK CORP 37370.01%0.02%0.04%Q3 2014Q3 202337
SILVERCREST ASSET MANAGEMENT GROUP LLC 36360.01%0.26%0.60%Q4 2014Q3 202336
Motley Fool Wealth Management, LLC 36360.65%1.09%1.59%Q4 2014Q3 202336
SVB WEALTH LLC 36360.28%0.46%0.76%Q4 2014Q3 202336
Rafferty Asset Management, LLC 3510.01%0.05%0.10%Q2 2014Q3 202336
PROFUND ADVISORS LLC 2220.01%0.03%0.07%Q2 2013Q3 202336
ALPS ADVISORS INC 2610.00%0.00%0.01%Q3 2013Q3 202336
CANADA PENSION PLAN INVESTMENT BOARD 2120.00%0.01%0.04%Q1 2013Q3 202336
PEAK6 Investments LLC 910.00%0.01%0.04%Q3 2018Q3 202336
Hamilton Point Investment Advisors, LLC 36360.98%1.62%2.22%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.04%0.12%Q4 2014Q3 202336
FDx Advisors, Inc. 26100.01%0.04%0.08%Q1 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.03%0.05%Q2 2013Q1 202236
B. Riley Wealth Advisors, Inc. 3210.00%0.05%0.13%Q2 2014Q3 202335
Wellington Shields Capital Management, LLC 35350.04%0.18%0.34%Q2 2013Q4 202135
Smithfield Trust Co 35350.00%0.01%0.04%Q1 2015Q3 202335
WASHINGTON TRUST Co 35350.13%0.39%0.53%Q1 2015Q3 202335
EFG Asset Management (Americas) Corp. 22130.18%0.74%1.57%Q4 2014Q3 202335
ROPES WEALTH ADVISORS LLC 35350.06%0.10%0.14%Q1 2015Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.03%0.11%Q1 2015Q3 202335
CONGRESS ASSET MANAGEMENT CO /MA 35350.05%0.14%0.24%Q1 2015Q3 202335
APPLETON PARTNERS INC/MA 35350.04%0.15%0.42%Q2 2015Q4 202335
JOHNSON INVESTMENT COUNSEL INC 35350.01%0.02%0.03%Q1 2015Q3 202335
HBK Sorce Advisory LLC 35350.06%0.11%0.15%Q1 2015Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.02%0.05%Q1 2015Q3 202335
People's United Financial, Inc. 18170.00%0.01%0.02%Q2 2013Q1 202235
Cubist Systematic Strategies, LLC 2010.00%0.05%0.20%Q2 2014Q3 202335
BROWN BROTHERS HARRIMAN & CO 3050.00%0.00%0.00%Q3 2013Q3 202335
FULLER & THALER ASSET MANAGEMENT, INC. 35350.00%0.67%1.85%Q2 2013Q4 202135
Copeland Capital Management, LLC 35350.07%0.79%1.33%Q1 2015Q3 202335
FIL Ltd 35350.01%0.05%0.17%Q1 2015Q3 202335
Bowling Portfolio Management LLC 34340.40%0.63%1.38%Q2 2014Q3 202234
Glassman Wealth Services 34340.01%0.02%0.02%Q2 2015Q3 202334
NORDEA INVESTMENT MANAGEMENT AB 3220.00%0.00%0.02%Q1 2015Q3 202334
MACKENZIE FINANCIAL CORP 1930.00%0.11%0.43%Q2 2013Q3 202334
ARCADIA INVESTMENT MANAGEMENT CORP/MI 34340.02%0.05%0.06%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.03%0.06%0.09%Q2 2015Q3 202334
GATEWAY INVESTMENT ADVISERS LLC 2770.03%0.08%0.17%Q2 2013Q3 202334
WESTPAC BANKING CORP 3220.00%0.07%0.17%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.06%0.30%0.57%Q2 2015Q3 202334
Tradewinds Capital Management, LLC 34340.01%0.01%0.01%Q4 2013Q1 202234
World Asset Management Inc 34340.01%0.03%0.05%Q2 2013Q3 202134
JANUS HENDERSON GROUP PLC 34340.15%0.35%0.49%Q2 2015Q3 202334
Endurance Wealth Management, Inc. 33330.00%0.00%0.00%Q2 2015Q2 202333
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33330.13%0.27%0.47%Q3 2015Q3 202333
EATON VANCE MANAGEMENT 3210.00%0.02%0.08%Q2 2014Q3 202233
ROYAL LONDON ASSET MANAGEMENT LTD 2240.02%0.03%0.06%Q2 2013Q3 202333
COLDSTREAM CAPITAL MANAGEMENT INC 2940.05%0.10%0.45%Q2 2015Q3 202333
MEEDER ASSET MANAGEMENT INC 33330.00%0.05%0.22%Q4 2014Q4 202233
Occidental Asset Management, LLC 3110.22%0.42%0.63%Q1 2015Q3 202333
FARMERS & MERCHANTS INVESTMENTS INC 2110.00%0.00%0.00%Q2 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
ASSETMARK, INC 2920.00%0.00%0.00%Q3 2014Q3 202333
Bath Savings Trust Co 33330.82%1.97%2.48%Q3 2015Q3 202333
Advisory Services Network, LLC 2760.01%0.07%0.12%Q2 2015Q3 202333
Carroll Financial Associates, Inc. 2760.00%0.00%0.00%Q2 2013Q4 202133
Cambridge Investment Research Advisors, Inc. 33330.01%0.01%0.02%Q3 2015Q3 202333
Cutler Group LLC / CA 980.00%0.00%0.03%Q1 2016Q2 202033
HighTower Advisors, LLC 3210.00%0.02%0.04%Q1 2015Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 32320.00%0.00%0.01%Q3 2013Q2 202132
Mitsubishi UFJ Trust & Banking Corp 32320.01%0.12%0.22%Q4 2015Q3 202332
Financial Management Professionals, Inc. 1920.00%0.00%0.02%Q4 2014Q3 202332
ATLANTA CAPITAL MANAGEMENT CO L L C 32320.10%0.95%1.49%Q4 2014Q3 202232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.15%0.69%1.22%Q4 2015Q3 202332
Stratos Wealth Partners, LTD. 3010.01%0.04%0.08%Q1 2015Q3 202332
WIMMER ASSOCIATES 1, LLC 32320.69%0.98%1.25%Q4 2015Q3 202332
DekaBank Deutsche Girozentrale 32320.00%0.01%0.02%Q4 2015Q3 202332
BOSTON FINANCIAL MANGEMENT LLC 32320.03%1.63%2.67%Q4 2015Q3 202332
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 32320.00%0.26%0.59%Q4 2015Q3 202332
Janney Montgomery Scott LLC 2840.00%0.02%0.03%Q2 2015Q3 202332
SECURITY NATIONAL TRUST CO 32320.00%0.00%0.01%Q2 2013Q1 202132
HOWLAND CAPITAL MANAGEMENT LLC 32320.02%0.04%0.06%Q4 2013Q3 202132
Pacer Advisors, Inc. 32320.00%0.05%0.20%Q4 2015Q3 202332
M&R CAPITAL MANAGEMENT INC 31310.00%0.00%0.00%Q2 2016Q4 202331
MARTINGALE ASSET MANAGEMENT L P 31310.01%0.31%0.59%Q2 2013Q4 202031
Sutton Wealth Advisors Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.03%0.33%Q1 2016Q3 202331
Skandinaviska Enskilda Banken AB (publ) 31310.00%0.06%0.30%Q1 2016Q3 202331
Aperio Group, LLC 31310.02%0.04%0.06%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
Ashfield Capital Partners, LLC 31310.01%0.04%0.06%Q1 2015Q3 202231
FULTON BANK, N.A. 2290.01%0.04%0.07%Q2 2013Q4 202331
Sumitomo Mitsui Trust Holdings, Inc. 31310.00%0.05%0.07%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.02%0.06%0.15%Q2 2013Q4 202031
First PREMIER Bank 31310.01%0.01%0.02%Q4 2015Q2 202331
Vision Capital Management, Inc. 31311.03%1.44%1.74%Q1 2016Q3 202331
Gotham Asset Management, LLC 1110.03%0.17%0.49%Q2 2013Q3 202331
WELCH & FORBES LLC 31310.01%0.02%0.02%Q1 2016Q3 202331
QS Investors, LLC 31310.00%0.04%0.23%Q4 2013Q2 202131
J.P. Morgan Private Wealth Advisors LLC 2510.00%0.01%0.02%Q2 2014Q3 202331
TimesSquare Capital Management, LLC 31310.14%0.39%0.53%Q2 2013Q4 202031
MIDDLETON & CO INC/MA 30300.48%1.13%1.65%Q2 2016Q3 202330
TWO SIGMA INVESTMENTS, LP 810.00%0.03%0.11%Q3 2013Q1 202330
NOMURA ASSET MANAGEMENT CO LTD 30300.01%0.02%0.04%Q2 2016Q3 202330
Mitsubishi UFJ Asset Management Co., Ltd. 30300.03%0.11%0.50%Q2 2016Q3 202330
Gemmer Asset Management LLC 30300.01%0.01%0.01%Q4 2014Q1 202230
Raymond James Financial Services Advisors, Inc. 30300.00%0.01%0.02%Q2 2016Q3 202330
Daiwa Securities Group Inc. 30300.00%0.02%0.06%Q2 2016Q3 202330
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 30300.02%0.05%0.09%Q2 2016Q3 202330
IBM Retirement Fund 1530.02%0.04%0.06%Q2 2013Q1 202230
APG Asset Management N.V. 30300.00%0.47%1.45%Q2 2016Q3 202330
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 30300.05%0.07%0.19%Q2 2016Q3 202330
Hilton Capital Management, LLC 2910.03%1.85%4.42%Q1 2016Q3 202330
PRIVATE TRUST CO NA 1630.00%0.10%0.17%Q1 2014Q3 202330
Penserra Capital Management LLC 18120.00%0.04%0.73%Q4 2015Q3 202330
Livforsakringsbolaget Skandia, Omsesidigt 30300.00%0.02%0.11%Q2 2016Q3 202330
CAPITAL FUND MANAGEMENT S.A. 830.00%0.03%0.11%Q1 2014Q4 202130
Gulf International Bank (UK) Ltd 30300.04%0.05%0.06%Q2 2016Q3 202330
MITCHELL MCLEOD PUGH & WILLIAMS INC 30300.14%0.20%0.29%Q2 2016Q3 202330
ALPHA WINDWARD LLC 30300.02%0.03%0.05%Q2 2013Q3 202030
TORONTO DOMINION BANK 30300.00%0.01%0.04%Q2 2016Q3 202330
Veritable, L.P. 2550.01%0.01%0.01%Q4 2012Q2 202330
Financial Architects, Inc 2410.04%0.07%0.09%Q2 2013Q4 202130
Sumitomo Mitsui DS Asset Management Company, Ltd 30300.01%0.03%0.04%Q2 2016Q3 202330
PineBridge Investments, L.P. 2810.01%0.20%0.34%Q3 2015Q3 202329
AMI ASSET MANAGEMENT CORP 29290.01%1.10%2.49%Q3 2016Q3 202329
LOGAN CAPITAL MANAGEMENT INC 29290.32%0.42%0.53%Q3 2016Q3 202329
Mn Services Vermogensbeheer B.V. 19100.04%0.08%0.12%Q2 2016Q3 202329
Meiji Yasuda Asset Management Co Ltd. 15140.02%0.13%0.31%Q2 2016Q3 202329
Lowe Wealth Advisors, LLC 29290.02%0.04%0.05%Q4 2016Q4 202329
Rathbones Group PLC 29290.57%0.91%1.37%Q3 2016Q3 202329
HALL LAURIE J TRUSTEE 1330.05%0.07%0.09%Q4 2015Q3 202329
Private Advisor Group, LLC 2270.01%0.02%0.04%Q2 2016Q3 202329
Aull & Monroe Investment Management Corp 1630.10%0.14%0.19%Q1 2016Q3 202329
SCHWARTZ INVESTMENT COUNSEL INC 2630.04%1.90%3.31%Q2 2013Q3 202329
PUTNAM INVESTMENTS LLC 2180.00%0.01%0.04%Q2 2013Q3 202029
STRS OHIO 2540.00%0.01%0.02%Q2 2016Q3 202329
Russell Investments Group, Ltd. 28280.01%0.02%0.04%Q4 2016Q3 202328
NewEdge Advisors, LLC 2260.00%0.03%0.08%Q3 2016Q3 202328
LAZARD ASSET MANAGEMENT LLC 1310.00%0.01%0.05%Q1 2014Q3 202328
Andra AP-fonden 1260.09%0.21%0.60%Q2 2016Q3 202328
CWM, LLC 1910.00%0.00%0.01%Q4 2013Q3 202328
JENSEN INVESTMENT MANAGEMENT INC 2620.01%1.59%2.58%Q2 2014Q3 202328
CAPSTONE INVESTMENT ADVISORS, LLC 810.00%0.00%0.02%Q3 2016Q3 202328
Catalyst Capital Advisors LLC 1020.00%0.11%0.45%Q4 2013Q3 202328
Fiera Capital Corp 28280.00%0.15%0.31%Q2 2016Q1 202328
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1920.00%0.08%0.45%Q2 2016Q3 202328
Brown Capital Management 28280.00%0.03%0.07%Q4 2016Q3 202328
SALEM INVESTMENT COUNSELORS INC 1990.00%0.00%0.00%Q3 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
GREAT LAKES ADVISORS, LLC 1990.01%0.05%0.23%Q3 2016Q3 202328
State of Alaska, Department of Revenue 2710.02%0.06%0.16%Q4 2013Q3 202328
KELLEHER FINANCIAL ADVISORS 1890.04%0.62%1.45%Q4 2016Q3 202328
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.03%Q1 2017Q3 202327
PRUDENTIAL PLC 1610.00%0.02%0.08%Q2 2015Q3 202327
REILLY FINANCIAL ADVISORS, LLC 2070.00%0.01%0.03%Q2 2013Q4 202127
AXA S.A. 2610.00%0.04%0.10%Q3 2016Q3 202327
CIGNA INVESTMENTS INC /NEW 2430.02%0.04%0.05%Q4 2016Q3 202327
KELLY LAWRENCE W & ASSOCIATES INC/CA 27272.51%3.45%4.12%Q1 2017Q3 202327
WEBSTER BANK, N. A. 27270.00%0.01%0.02%Q1 2017Q3 202327
BANK OF NOVA SCOTIA 2210.00%0.01%0.04%Q2 2016Q3 202327
LOOMIS SAYLES & CO L P 27270.00%0.03%0.06%Q1 2016Q3 202227
ETF MANAGERS GROUP, LLC 2410.01%0.03%0.35%Q1 2016Q1 202327
SYNOVUS FINANCIAL CORP 1610.00%0.00%0.00%Q2 2013Q4 202227
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.07%0.18%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.03%0.07%Q2 2013Q4 201927
CREDIT AGRICOLE S A 2610.00%0.06%0.22%Q2 2013Q3 202327
Steward Partners Investment Advisory, LLC 27270.00%0.04%0.06%Q1 2017Q3 202327
DnB Asset Management AS 2610.01%0.03%0.04%Q1 2017Q4 202327
ALTA CAPITAL MANAGEMENT LLC/ 26261.00%2.22%3.02%Q2 2017Q3 202326
Patriot Financial Group Insurance Agency, LLC 2330.00%0.01%0.07%Q4 2016Q3 202326
Baker Ellis Asset Management LLC 26260.06%0.08%0.11%Q2 2013Q3 201926
Renaissance Technologies 710.00%0.04%0.14%Q3 2013Q3 202326
WEALTHSOURCE PARTNERS, LLC 26260.04%0.13%0.23%Q1 2016Q2 202226
Crossmark Global Holdings, Inc. 2510.03%0.09%0.29%Q3 2016Q3 202326
1832 Asset Management L.P. 2020.00%0.02%0.08%Q2 2013Q3 202326
Asset Dedication, LLC 1930.00%0.00%0.01%Q4 2015Q3 202326
Highlander Capital Management, LLC 2330.00%0.03%0.04%Q4 2014Q3 202326
KING LUTHER CAPITAL MANAGEMENT CORP 26260.02%0.16%0.27%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.03%0.05%0.10%Q2 2013Q3 201926
National Pension Service 2330.00%0.05%0.08%Q3 2016Q3 202326
Alberta Investment Management Corp 15110.00%0.03%0.05%Q4 2016Q3 202326
Long Road Investment Counsel, LLC 26260.95%1.28%1.52%Q2 2017Q3 202326
Municipal Employees' Retirement System of Michigan 2060.01%0.11%0.19%Q3 2013Q1 202026
Segment Wealth Management, LLC 26260.04%0.05%0.08%Q2 2017Q3 202326
OAKBROOK INVESTMENTS LLC 25250.01%0.05%0.15%Q4 2013Q4 201925
FRED ALGER MANAGEMENT, LLC 25250.00%0.01%0.05%Q1 2014Q1 202025
AMERICAN CENTURY COMPANIES INC 1510.00%0.00%0.00%Q2 2013Q3 202325
Paloma Partners Management Co 1610.00%0.04%0.22%Q2 2013Q1 202225
EARNEST PARTNERS LLC 2410.00%0.09%0.30%Q4 2016Q3 202325
AUA CAPITAL MANAGEMENT, LLC 25250.00%0.00%0.00%Q4 2016Q4 202225
Achmea Investment Management B.V. 25250.02%0.12%0.34%Q3 2017Q3 202325
EAGLE ASSET MANAGEMENT INC 25250.01%0.06%0.19%Q1 2014Q1 202025
MISSION WEALTH MANAGEMENT, LP 25250.02%0.03%0.06%Q3 2017Q3 202325
CAPITAL MANAGEMENT ASSOCIATES /NY/ 25250.40%1.41%2.23%Q2 2013Q2 201925
Aureus Asset Management, LLC 25250.03%0.15%0.40%Q3 2017Q3 202325
GRIFFIN ASSET MANAGEMENT, INC. 25250.21%0.40%0.50%Q3 2017Q3 202325
Hanson & Doremus Investment Management 25250.02%0.02%0.03%Q3 2017Q3 202325
Cipher Capital LP 1610.02%0.23%0.67%Q4 2013Q1 202325
Twin Tree Management, LP 710.00%0.01%0.04%Q4 2015Q3 202325
LS Investment Advisors, LLC 25250.00%0.05%0.10%Q1 2015Q1 202125
Neuberger Berman Group LLC 1620.00%0.00%0.00%Q2 2013Q3 202325
First Allied Advisory Services, Inc. 25250.01%0.03%0.04%Q3 2014Q3 202025
WESTWOOD HOLDINGS GROUP INC 25250.02%0.40%0.70%Q2 2013Q2 201925
Squarepoint Ops LLC 1010.00%0.06%0.21%Q2 2015Q3 202324
AMP Capital Investors Ltd 2220.00%0.03%0.08%Q1 2015Q3 202124
Atria Investments, Inc 1910.01%0.04%0.10%Q2 2013Q3 202324
KEYBANK NATIONAL ASSOCIATION/OH 1110.00%0.02%0.16%Q4 2012Q2 202324
Allworth Financial LP 2310.00%0.00%0.00%Q2 2014Q3 202324
AGF Investments LLC 24240.00%0.09%0.16%Q4 2016Q3 202224
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.02%0.28%0.53%Q4 2017Q3 202324
HARTFORD INVESTMENT MANAGEMENT CO 2220.01%0.05%0.06%Q2 2016Q3 202324
SANTA MONICA PARTNERS LP 24243.56%4.41%5.64%Q4 2017Q3 202324
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2040.50%1.20%2.25%Q2 2013Q4 202024
Korea Investment CORP 1510.00%0.03%0.13%Q2 2016Q3 202324
BOSTON ADVISORS LLC 24240.09%0.58%1.11%Q4 2013Q3 201924
TEACHERS ADVISORS, LLC 24240.01%0.02%0.03%Q2 2013Q1 201924
Polaris Wealth Advisory Group, LLC 1910.02%0.04%0.18%Q2 2013Q3 202324
Jefferies Group LLC 1710.00%0.01%0.03%Q2 2013Q2 202224
Global Retirement Partners, LLC 1770.00%0.01%0.02%Q3 2017Q3 202324
OGOREK ANTHONY JOSEPH /NY/ /ADV 24240.01%0.01%0.02%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.01%0.01%0.02%Q4 2017Q3 202324
Ardevora Asset Management LLP 24240.95%1.21%1.81%Q4 2014Q3 202024
Court Place Advisors, LLC 24240.09%0.12%0.15%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.04%0.05%0.09%Q4 2017Q3 202324
WASHINGTON TRUST BANK 1250.00%0.01%0.03%Q1 2014Q3 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.04%0.08%Q4 2017Q3 202324
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.04%0.05%0.13%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.02%0.03%0.05%Q2 2013Q1 201924
TOTH FINANCIAL ADVISORY CORP 24240.02%0.02%0.02%Q4 2017Q3 202324
Bank OZK 24240.14%0.25%0.39%Q4 2017Q3 202324
CIBC WORLD MARKETS CORP 2220.00%0.05%0.39%Q2 2017Q3 202324
WELLINGTON MANAGEMENT GROUP LLP 1630.00%0.00%0.00%Q3 2015Q3 202324
Biltmore Family Office, LLC 24240.14%0.21%0.30%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.14%0.19%0.25%Q4 2017Q3 202324
Mandatum Life Insurance Co Ltd 24240.35%0.96%1.52%Q4 2015Q3 202124
Man Group plc 23230.00%0.03%0.08%Q1 2018Q3 202323
WADDELL & REED FINANCIAL INC 23230.00%0.13%0.38%Q3 2015Q1 202123
Lido Advisors, LLC 1220.00%0.03%0.10%Q1 2017Q3 202323
Chevy Chase Trust Holdings, LLC 2210.00%0.04%0.05%Q3 2017Q3 202323
Sandy Spring Bank 2030.00%0.00%0.00%Q2 2017Q3 202323
Parkside Financial Bank & Trust 2120.00%0.02%0.15%Q3 2015Q3 202323
BANK OF HAWAII 1580.02%0.05%0.09%Q2 2013Q1 202123
QCI ASSET MANAGEMENT INC/NY 1940.00%0.00%0.01%Q2 2013Q1 202023
D.A. DAVIDSON & CO. 1580.00%0.05%0.07%Q2 2013Q1 201923
MCF Advisors LLC 1760.00%0.00%0.02%Q4 2011Q3 202323
AJO, LP 2120.01%0.02%0.05%Q2 2013Q3 202023
NN Investment Partners Holdings N.V. 13100.00%0.06%0.17%Q2 2016Q1 202223
COURIER CAPITAL LLC 1820.02%0.04%0.07%Q1 2015Q3 202323
First Bank & Trust 23230.04%0.47%1.08%Q4 2016Q2 202223
Treasurer of the State of North Carolina 23230.03%0.04%0.05%Q1 2018Q3 202323
Laird Norton Wetherby Wealth Management, LLC 1580.02%0.03%0.03%Q4 2017Q3 202323
Motley Fool Asset Management LLC 23230.38%0.66%0.88%Q1 2018Q3 202323
Focused Wealth Management, Inc 23230.00%0.00%0.00%Q3 2013Q1 201923
MCRAE CAPITAL MANAGEMENT INC 23232.00%2.61%3.34%Q1 2018Q3 202323
Baystate Wealth Management LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
abrdn plc 23230.01%0.02%0.04%Q1 2018Q3 202323
Mount Yale Investment Advisors, LLC 23230.03%0.24%0.39%Q1 2018Q3 202323
PICTET ASSET MANAGEMENT LTD 2120.01%0.01%0.03%Q3 2014Q2 202123
FIDUCIARY TRUST CO 1910.01%0.01%0.02%Q2 2017Q3 202323
Liberty Mutual Group Asset Management Inc. 22220.01%0.09%0.17%Q2 2013Q3 201822
Rockefeller Capital Management L.P. 22220.00%0.00%0.01%Q2 2018Q3 202322
FIDUCIARY MANAGEMENT INC /WI/ 22220.23%0.67%0.92%Q2 2013Q3 201822
IMA Wealth, Inc. 22220.01%0.01%0.01%Q2 2018Q3 202322
LOS ANGELES CAPITAL MANAGEMENT LLC 1120.00%0.04%0.16%Q1 2014Q4 202122
Kentucky Retirement Systems Insurance Trust Fund 22220.05%0.05%0.06%Q2 2018Q3 202322
Norinchukin Bank, The 22220.02%0.02%0.03%Q2 2018Q3 202322
DUPONT CAPITAL MANAGEMENT CORP 870.00%0.02%0.07%Q3 2015Q1 202222
Simplicity Solutions, LLC 22220.01%0.06%0.14%Q2 2018Q3 202322
PUBLIC SECTOR PENSION INVESTMENT BOARD 22220.01%0.01%0.02%Q2 2018Q3 202322
MV CAPITAL MANAGEMENT, INC. 2110.00%0.01%0.01%Q4 2014Q3 202322
BARINGS LLC 1020.01%0.02%0.08%Q2 2013Q4 202022
Kentucky Retirement Systems 22220.05%0.05%0.06%Q2 2018Q3 202322
TOCQUEVILLE ASSET MANAGEMENT L.P. 1220.00%0.01%0.01%Q4 2013Q3 202022
Vident Investment Advisory, LLC 1210.01%0.05%0.36%Q4 2014Q2 202322
Dai-ichi Life Insurance Company, Ltd 2110.01%0.07%0.15%Q3 2017Q3 202322
Simmons Bank 2110.02%0.03%0.05%Q1 2018Q3 202322
IFM Investors Pty Ltd 22220.04%0.05%0.06%Q2 2018Q3 202322
Forward Management, LLC 22220.03%0.06%0.11%Q2 2013Q3 201822
CIBC WORLD MARKET INC. 1610.00%0.01%0.10%Q4 2015Q3 202222
Northstar Group, Inc. 1920.10%0.89%1.35%Q2 2018Q3 202321
FIRST CITIZENS BANK & TRUST CO 1920.01%0.06%0.17%Q2 2013Q2 201921
MARCO INVESTMENT MANAGEMENT LLC 1430.03%0.03%0.04%Q4 2017Q3 202321
Symmetry Partners, LLC 21210.03%0.05%0.07%Q4 2018Q4 202321
AE Wealth Management LLC 21210.01%0.02%0.05%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.02%0.04%Q1 2017Q3 202321
Balentine LLC 1210.00%0.15%0.44%Q1 2015Q1 202221
FIRST HAWAIIAN BANK 21210.05%0.11%0.14%Q3 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 1470.00%0.01%0.02%Q2 2018Q3 202321
Alley Co LLC 21210.40%1.34%1.98%Q4 2016Q4 202121
SHELTON CAPITAL MANAGEMENT 21210.03%0.06%0.08%Q2 2013Q2 201821
Vigilant Capital Management, LLC 1560.00%0.68%1.16%Q2 2016Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.04%0.34%Q3 2018Q3 202321
UNITED SERVICES AUTOMOBILE ASSOCIATION 950.00%0.01%0.04%Q4 2013Q3 201921
PICTON MAHONEY ASSET MANAGEMENT 21210.07%0.16%0.24%Q3 2015Q3 202021
NATIXIS 710.00%0.03%0.14%Q3 2016Q4 202221
SUNTRUST BANKS INC 1740.00%0.01%0.02%Q2 2013Q3 201921
GAM Holding AG 950.01%0.02%0.06%Q2 2013Q4 201921
ADVISOR PARTNERS LLC 21210.05%0.08%0.12%Q2 2017Q2 202221
Accredited Investors Inc. 21210.04%0.08%0.14%Q3 2018Q3 202321
BREMER TRUST NATIONAL ASSOCIATION 21210.06%0.08%0.10%Q4 2013Q4 201821
Financial Gravity Asset Management, Inc. 1230.00%0.03%0.14%Q1 2018Q3 202320
Wellesley Investment Partners, LLC 20200.24%0.37%0.47%Q4 2015Q3 202020
PRELUDE CAPITAL MANAGEMENT, LLC 510.00%0.01%0.03%Q3 2013Q3 202320
Point72 Hong Kong Ltd 610.00%0.08%0.18%Q3 2014Q3 202220
HIGHBRIDGE CAPITAL MANAGEMENT LLC 610.00%0.01%0.07%Q3 2013Q1 201920
Zions Bancorporation, N.A. 20200.00%0.07%0.21%Q4 2018Q3 202320
ING GROEP NV 810.00%0.03%0.17%Q2 2015Q3 202320
Advisors Capital Management, LLC 20200.01%0.03%0.17%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.02%0.03%0.05%Q4 2017Q3 202220
Prestige Wealth Management Group LLC 20200.07%0.10%0.16%Q4 2018Q3 202320
Sepio Capital, LP 20200.04%0.09%0.13%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.26%0.39%0.54%Q4 2018Q3 202320
NICHOLAS COMPANY, INC. 20200.27%0.32%0.36%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.10%0.13%0.23%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.50%0.59%0.75%Q4 2018Q3 202320
BBVA USA Bancshares, Inc. 1460.02%0.02%0.03%Q1 2016Q1 202120
Lindbrook Capital, LLC 20200.00%0.02%0.05%Q4 2018Q3 202320
Verition Fund Management LLC 1010.00%0.03%0.14%Q3 2015Q3 202320
American Portfolios Advisors 20200.03%0.05%0.10%Q4 2017Q3 202220
Kistler-Tiffany Companies, LLC 20200.00%0.00%0.01%Q3 2018Q2 202320
Mariner, LLC 1110.01%0.01%0.02%Q4 2016Q3 202320
Dougherty Wealth Advisers LLC 20200.04%0.11%0.19%Q4 2018Q3 202320
ESSEX INVESTMENT MANAGEMENT CO LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
JNBA Financial Advisors 1010.00%0.00%0.01%Q2 2013Q2 202320
Buckingham Capital Management, Inc. 1280.04%0.07%0.15%Q2 2013Q3 202320
MCKINLEY CAPITAL MANAGEMENT LLC 20200.01%0.03%0.24%Q1 2014Q4 201820
FENIMORE ASSET MANAGEMENT INC 20200.51%1.30%1.80%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.02%0.02%0.02%Q4 2018Q3 202320
TWO SIGMA ADVISERS, LP 710.00%0.04%0.12%Q3 2013Q1 202120
ADAGE CAPITAL PARTNERS GP, L.L.C. 1010.01%0.04%0.09%Q1 2016Q3 202320
O'Brien Greene & Co. Inc 20201.52%1.95%2.25%Q4 2018Q3 202320
MOTCO 1910.00%0.00%0.00%Q2 2017Q3 202220
TOWNSQUARE CAPITAL LLC 20200.06%0.16%0.35%Q4 2018Q3 202320
Palmer Knight Co 20203.30%4.25%5.25%Q4 2018Q3 202320
Capital Analysts, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Eukles Asset Management 20200.25%0.29%0.35%Q4 2018Q3 202320
Dana Investment Advisors, Inc. 19190.09%1.26%1.90%Q4 2014Q2 201919
Fiduciary Trust Co International of Pennsylvania 19190.35%0.61%0.75%Q3 2015Q1 202019
SeaCrest Wealth Management, LLC 19190.06%0.08%0.09%Q4 2017Q2 202219
FORT, L.P. 19190.03%0.46%0.61%Q2 2018Q4 202219
Security National Bank 19190.82%1.06%1.33%Q1 2019Q3 202319
SENTRY INVESTMENT MANAGEMENT LLC 1020.00%0.05%0.06%Q2 2018Q3 202319
Lee Financial Co 19190.20%0.33%0.47%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.02%0.02%Q1 2019Q3 202319
Prospera Financial Services Inc 1630.03%0.05%0.10%Q1 2014Q3 202319
Weaver C. Barksdale & Associates, Inc. 19190.01%0.01%0.03%Q2 2013Q4 201719
Engineers Gate Manager LP 810.01%0.07%0.16%Q2 2015Q3 202319
HOWE & RUSLING INC 1450.00%0.00%0.01%Q2 2017Q3 202219
Bell Asset Management Ltd 19191.05%1.48%2.21%Q1 2019Q3 202319
Candriam S.C.A. 1410.00%0.01%0.04%Q1 2018Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.05%0.21%2.93%Q3 2018Q3 202319
Private Ocean, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
Wealthfront Advisers LLC 1450.00%0.00%0.01%Q4 2018Q3 202319
BENJAMIN EDWARDS INC 19190.22%0.59%1.40%Q1 2019Q3 202319
CADENCE CAPITAL MANAGEMENT LLC 1610.04%0.11%0.22%Q3 2013Q2 202019
Sompo Asset Management Co., Ltd. 19190.06%0.21%0.34%Q1 2019Q3 202319
Lantz Financial LLC 19190.69%0.88%1.06%Q1 2019Q3 202319
FORSTA AP-FONDEN 1540.04%0.10%0.30%Q3 2017Q3 202319
Aptus Capital Advisors, LLC 19190.03%0.17%0.40%Q1 2019Q3 202319
THOMPSON SIEGEL & WALMSLEY LLC 1610.00%0.00%0.00%Q3 2014Q3 202319
ROWLAND CARMICHAEL ADVISORS INC /ADV 19190.12%0.24%0.43%Q2 2016Q4 202019
MOODY ALDRICH PARTNERS LLC 1110.03%0.07%0.16%Q4 2017Q3 202319
CITY HOLDING CO 19190.00%0.00%0.00%Q2 2016Q4 202019
SEGALL BRYANT & HAMILL, LLC 1270.00%0.02%0.04%Q2 2018Q2 202319
Tredje AP-fonden 850.02%0.07%0.16%Q2 2016Q3 202319
GW&K Investment Management, LLC 19190.37%0.45%0.55%Q1 2019Q3 202319
Lenox Wealth Management, Inc. 1180.00%0.01%0.04%Q4 2013Q4 201919
Lapides Asset Management, LLC 19190.21%1.92%3.67%Q2 2013Q4 201719
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.04%Q1 2019Q3 202319
Roble, Belko & Company, Inc 19190.01%0.01%0.01%Q1 2019Q3 202319
Private Capital Group, LLC 19190.01%0.02%0.04%Q4 2017Q2 202219
Ninety One UK Ltd 19190.05%0.21%0.34%Q1 2019Q3 202319
Investors Research Corp 19190.00%0.01%0.01%Q1 2019Q3 202319
CIBC Private Wealth Group, LLC 1320.00%0.10%0.20%Q4 2017Q3 202318
HM PAYSON & CO 18180.00%0.44%0.96%Q2 2019Q3 202318
Koshinski Asset Management, Inc. 1610.11%0.17%0.28%Q4 2017Q3 202318
Trexquant Investment LP 510.01%0.12%0.38%Q4 2014Q3 202318
TRUSTCORE FINANCIAL SERVICES, LLC 18180.00%0.00%0.00%Q2 2018Q3 202218
Hudson Capital Management LLC 18180.08%0.12%0.16%Q2 2019Q3 202318
Compagnie Lombard Odier SCmA 18180.00%0.01%0.02%Q2 2018Q3 202218
Freedom Investment Management, Inc. 18180.03%0.06%0.10%Q2 2019Q3 202318
Baillie Gifford 18180.26%0.41%0.54%Q2 2019Q3 202318
Quantbot Technologies LP 410.01%0.15%0.58%Q3 2013Q4 202218
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.02%0.03%0.04%Q4 2015Q1 202018
COMMERZBANK AKTIENGESELLSCHAFT /FI 1210.00%0.01%0.02%Q2 2013Q3 201918
Cornerstone Advisors, Inc. 18180.01%0.04%0.07%Q1 2015Q2 201918
Vestmark Advisory Solutions, Inc. 1530.02%0.06%0.12%Q1 2019Q3 202318
VAN ECK ASSOCIATES CORP 820.00%0.00%0.01%Q2 2016Q3 202318
CHICAGO EQUITY PARTNERS LLC 1260.04%0.11%0.23%Q2 2013Q2 201918
AVANTAX ADVISORY SERVICES, INC. 1350.01%0.02%0.09%Q4 2018Q3 202318
ETRADE Capital Management LLC 18180.01%0.02%0.03%Q1 2015Q2 201918
Commonwealth Equity Services, Inc 18180.00%0.00%0.01%Q2 2013Q3 201718
OSSIAM 18180.00%0.06%0.37%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.03%0.13%0.32%Q2 2013Q3 201718
Avalon Investment & Advisory 1410.01%0.07%0.13%Q2 2016Q3 202118
SNS Financial Group, LLC 16160.16%0.19%0.25%Q4 2019Q3 202318
Crewe Advisors LLC 1310.00%0.02%0.14%Q2 2018Q2 202317
OPTIMUM INVESTMENT ADVISORS 1160.00%0.01%0.01%Q3 2013Q3 202017
HANSEATIC MANAGEMENT SERVICES INC 1520.01%0.35%0.98%Q2 2013Q3 201817
CI INVESTMENTS INC. 17170.00%0.01%0.02%Q3 2019Q3 202317
BALYASNY ASSET MANAGEMENT L.P. 610.01%0.05%0.23%Q1 2016Q2 202317
Pensionfund DSM Netherlands 1520.04%0.41%0.62%Q2 2017Q4 202117
Independent Portfolio Consultants, Inc. 17170.50%0.67%0.83%Q2 2013Q2 201717
Beaumont Financial Partners, LLC 17170.03%0.04%0.05%Q3 2018Q3 202217
Palisades Hudson Asset Management, L.P. 17170.13%0.20%0.26%Q4 2014Q4 201817
State of New Jersey Common Pension Fund D 17170.03%0.04%0.04%Q3 2019Q3 202317
Spot Trading L.L.C 310.00%0.00%0.03%Q2 2013Q1 201717
WFG Advisors, LP 17170.00%0.00%0.00%Q2 2013Q2 201717
Hudock, Inc. 1430.00%0.01%0.01%Q2 2013Q4 201817
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.01%0.05%0.12%Q3 2015Q3 201917
SEVEN EIGHT CAPITAL, LP 510.01%0.16%0.57%Q3 2014Q3 202317
USS Investment Management Ltd 1610.01%0.08%0.90%Q2 2019Q3 202317
Pegasus Partners Ltd. 17170.16%0.31%0.56%Q3 2019Q3 202317
Avestar Capital, LLC 1070.01%0.05%0.12%Q4 2017Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.01%0.01%Q1 2018Q1 202217
CX Institutional 1310.01%0.02%0.04%Q2 2018Q3 202317
Altium Wealth Management LLC 17170.07%0.11%0.22%Q2 2018Q2 202217
SEEYOND 17170.06%0.25%0.70%Q4 2018Q4 202217
Jacobsen Capital Management 1430.12%0.62%0.83%Q2 2019Q3 202317
PINNACLE ASSOCIATES LTD 1340.00%0.01%0.03%Q2 2018Q3 202317
CRAMER ROSENTHAL MCGLYNN LLC 17170.43%0.77%1.28%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.01%0.04%0.12%Q2 2013Q2 201717
MACKAY SHIELDS LLC 16160.01%0.02%0.07%Q2 2018Q1 202216
Holocene Advisors, LP 720.00%0.02%0.05%Q1 2019Q3 202316
AdvisorShares Investments LLC 16160.04%0.37%0.93%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.02%0.53%1.05%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Core Alternative Capital 16161.58%1.91%2.23%Q4 2019Q3 202316
Voya Financial Advisors, Inc. 720.01%0.03%0.06%Q1 2018Q3 202316
CHICAGO TRUST Co NA 1420.08%0.10%0.12%Q3 2019Q3 202316
EVERENCE CAPITAL MANAGEMENT INC 16160.03%0.04%0.06%Q4 2019Q3 202316
ALBION FINANCIAL GROUP /UT 1030.03%0.04%0.05%Q2 2019Q3 202316
MARSICO CAPITAL MANAGEMENT LLC 16160.08%0.18%0.24%Q1 2016Q4 201916
S.A. Mason LLC 16160.06%0.08%0.09%Q4 2019Q3 202316
Amica Retiree Medical Trust 16160.13%0.48%0.78%Q2 2019Q1 202316
AlphaCrest Capital Management LLC 16160.04%0.11%0.20%Q4 2018Q3 202216
Tarbox Family Office, Inc. 1330.00%0.00%0.02%Q4 2014Q1 202216
HighMark Wealth Management LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.77%0.89%1.34%Q4 2019Q3 202316
GROUP ONE TRADING, L.P. 610.00%0.00%0.01%Q2 2013Q4 202016
Aberdeen Wealth Management LLC 16160.20%0.26%0.35%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.03%0.04%0.06%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.06%0.13%Q4 2019Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16161.03%1.17%1.30%Q4 2019Q3 202316
Anchor Investment Management, LLC 16160.01%0.03%0.04%Q1 2020Q4 202316
Argent Trust Co 1420.02%0.03%0.04%Q3 2019Q3 202316
AMICA MUTUAL INSURANCE CO 16160.14%0.47%0.81%Q2 2019Q1 202316
Ellevest, Inc. 16160.00%0.01%0.03%Q4 2019Q3 202316
1623 Capital LLC 16162.91%4.14%6.04%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.01%0.01%0.02%Q4 2019Q3 202316
NEXT Financial Group, Inc 610.00%0.00%0.02%Q2 2014Q4 202116
JANUS HENDERSON INVESTORS US LLC 16160.12%0.27%0.44%Q2 2013Q1 201716
McCollum Christoferson Group LLC 16161.47%1.76%2.30%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.01%0.03%0.04%Q4 2019Q3 202316
GSA CAPITAL PARTNERS LLP 710.01%0.07%0.19%Q4 2013Q3 202216
Vestcor Inc 16160.02%0.09%0.15%Q4 2019Q3 202316
DT Investment Partners, LLC 16160.05%0.09%0.11%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.26%0.52%0.69%Q4 2019Q3 202316
NAPLES GLOBAL ADVISORS, LLC 16160.05%0.08%0.16%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 710.01%0.05%0.20%Q2 2016Q3 202316
WADE G W & INC 16160.05%0.10%0.18%Q1 2015Q4 201816
Cedar Mountain Advisors, LLC 16160.16%0.22%0.29%Q4 2019Q3 202316
Capital Bank & Trust Co 16160.00%0.00%0.01%Q2 2017Q1 202116
MONTAG & CALDWELL, LLC 16160.02%0.09%0.15%Q4 2019Q3 202316
BlackRock Group LTD 15150.01%0.02%0.03%Q2 2013Q4 201615
CWS Financial Advisors, LLC 870.31%0.40%0.53%Q4 2019Q3 202315
Douglas Lane & Associates, LLC 15150.19%0.57%0.76%Q1 2020Q3 202315
Optas, LLC 1230.07%0.08%0.12%Q4 2019Q3 202315
Three Peaks Capital Management, LLC 15150.31%0.87%1.25%Q1 2018Q3 202115
First Personal Financial Services 15150.00%0.00%0.01%Q2 2016Q4 201915
Pensionfund Sabic 15150.32%0.48%0.57%Q2 2017Q4 202015
DEAN INVESTMENT ASSOCIATES, LLC 15150.13%0.26%0.33%Q1 2020Q3 202315
CITIZENS FINANCIAL GROUP INC/RI 930.00%0.01%0.02%Q4 2015Q3 202315
OFI Advisors LLC 1140.03%0.03%0.04%Q3 2011Q3 201515
BlackRock Fund Advisors 15150.03%0.05%0.08%Q2 2013Q4 201615
COMMONWEALTH BANK OF AUSTRALIA 1230.00%0.00%0.02%Q3 2013Q2 201915
BlackRock Investment Management, LLC 15150.02%0.02%0.03%Q2 2013Q4 201615
Wealth Alliance 15150.04%0.10%0.24%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
BRINKER CAPITAL INC 15150.06%0.26%0.37%Q4 2016Q2 202015
Xact Kapitalforvaltning AB 15150.02%0.04%0.06%Q3 2016Q1 202015
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
BRIDGES INVESTMENT MANAGEMENT INC 15150.07%0.08%0.11%Q1 2018Q3 202115
HighTower Trust Company, N.A. 1230.28%0.35%0.44%Q2 2019Q1 202315
Platform Technology Partners 1050.23%0.56%1.22%Q4 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.02%0.03%0.04%Q2 2013Q4 201615
MAI Capital Management 1410.01%0.01%0.02%Q4 2019Q3 202315
Community Bank, N.A. 910.00%0.01%0.03%Q4 2014Q1 201915
TUDOR INVESTMENT CORP ET AL 210.00%0.03%0.13%Q4 2013Q4 202215
BW Gestao de Investimentos Ltda. 15150.08%0.34%0.66%Q3 2014Q1 201815
AdvisorNet Financial, Inc 1230.00%0.00%0.00%Q4 2019Q3 202315
Advisor Group, Inc. 15150.02%0.03%0.05%Q2 2016Q4 201915
MARSHALL WACE, LLP 610.00%0.04%0.12%Q2 2014Q3 202315
GENEVA CAPITAL MANAGEMENT LLC 15150.42%0.55%0.89%Q1 2020Q3 202315
Teamwork Financial Advisors, LLC 15150.11%0.24%0.58%Q1 2020Q3 202315
HARRIS ASSOCIATES L P 15150.00%0.28%0.43%Q2 2013Q4 201615
Roundview Capital LLC 15150.08%0.14%0.19%Q1 2020Q3 202315
Assenagon Asset Management S.A. 610.00%0.03%0.12%Q3 2018Q3 202315
PFG Advisors 15150.22%0.59%1.13%Q4 2018Q2 202215
Oxbow Advisors, LLC 15150.17%0.24%0.37%Q1 2020Q3 202315
KEELEY ASSET MANAGEMENT CORP 15150.26%0.50%1.16%Q2 2013Q4 201615
NOMURA HOLDINGS INC 410.00%0.00%0.02%Q1 2013Q1 202215
WEDGE CAPITAL MANAGEMENT L L P/NC 15150.00%0.01%0.01%Q3 2013Q1 201715
American Money Management, LLC 15151.08%1.35%1.64%Q1 2020Q3 202315
IBERIABANK CORP 1010.06%0.08%0.12%Q2 2014Q2 202015
ONTARIO TEACHERS PENSION PLAN BOARD 1140.00%0.06%0.16%Q4 2015Q3 202015
LONDON CO OF VIRGINIA 15150.22%0.26%0.32%Q1 2020Q3 202315
REGENTATLANTIC CAPITAL LLC 1310.00%0.02%0.04%Q4 2014Q3 202214
CUE ADVISORY SERVICES, INC. 14141.04%1.88%2.37%Q2 2015Q3 201814
DIVIDEND ASSETS CAPITAL, LLC 14140.13%0.25%0.37%Q2 2020Q3 202314
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 720.00%0.04%0.22%Q4 2017Q4 202214
REGIONS FINANCIAL CORP 860.00%0.01%0.02%Q4 2017Q3 202314
WHEATLAND ADVISORS INC 14140.18%0.22%0.27%Q2 2016Q3 201914
First Command Financial Services, Inc. 860.00%0.00%0.01%Q3 2017Q2 202314
ORRSTOWN FINANCIAL SERVICES INC 14140.00%0.04%0.06%Q2 2016Q3 201914
PROSPECTOR PARTNERS LLC 14140.01%0.15%0.33%Q2 2013Q3 201614
Vivaldi Capital Management LP 14140.05%0.07%0.10%Q2 2020Q3 202314
BP PLC 950.02%0.05%0.06%Q4 2017Q2 202114
NumerixS Investment Technologies Inc 710.03%0.11%0.27%Q1 2015Q4 201914
Boston Trust Walden Corp 14140.07%0.27%0.38%Q2 2020Q3 202314
FORVIS Wealth Advisors, LLC 14140.03%0.04%0.06%Q1 2016Q2 201914
Lenox Wealth Advisors, LLC 1110.00%0.00%0.00%Q1 2018Q1 202214
American Research & Management Co. 920.00%0.02%0.20%Q2 2013Q3 202114
OLD NATIONAL BANCORP /IN/ 1040.01%0.01%0.02%Q1 2019Q3 202314
Wealthspire Advisors, L.P. 14140.01%0.03%0.05%Q4 2015Q1 201914
EULAV Asset Management 14140.02%0.12%0.22%Q3 2017Q4 202014
Handelsbanken Fonder AB 14140.01%0.03%0.05%Q2 2020Q3 202314
HARTLINE INVESTMENT CORP/ 14140.74%1.31%2.07%Q3 2015Q4 201814
AHL Partners LLP 14140.01%0.16%0.47%Q3 2014Q4 201714
GABLES CAPITAL MANAGEMENT INC. 14140.00%0.01%0.02%Q1 2020Q2 202314
McIlrath & Eck, LLC 14140.00%0.00%0.00%Q4 2017Q1 202114
Advisors Preferred, LLC 710.00%0.16%0.80%Q4 2013Q3 202214
Cresset Asset Management, LLC 1020.00%0.01%0.02%Q4 2018Q3 202314
Winslow, Evans & Crocker, Inc. 14140.00%0.04%0.14%Q3 2017Q4 202014
PARNASSUS INVESTMENTS, LLC 14140.05%0.31%0.55%Q2 2020Q3 202314
BRADLEY FOSTER & SARGENT INC/CT 1040.01%0.01%0.01%Q4 2017Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.01%0.03%Q2 2013Q3 201614
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.06%0.08%Q2 2020Q3 202314
COUNTRY TRUST BANK 1130.00%0.00%0.00%Q2 2018Q3 202214
ZACKS INVESTMENT MANAGEMENT 14140.01%0.02%0.03%Q2 2013Q3 201614
XPONANCE, INC. 14140.05%0.06%0.07%Q2 2020Q3 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.01%0.11%0.93%Q4 2017Q1 202114
MASSMUTUAL TRUST CO FSB/ADV 910.00%0.00%0.01%Q4 2015Q4 202314
HARBOR INVESTMENT ADVISORY, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
WINTON GROUP Ltd 610.01%0.05%0.25%Q2 2014Q2 202014
Procyon Advisors, LLC 1040.04%0.09%0.15%Q4 2019Q3 202314
MSI Financial Services Inc 860.00%0.00%0.01%Q2 2013Q4 201614
Buffington Mohr McNeal 14140.06%0.82%1.21%Q2 2020Q3 202314
STEVENS CAPITAL MANAGEMENT LP 310.01%0.09%0.26%Q3 2013Q3 202214
RMB Capital Management, LLC 620.01%0.01%0.01%Q2 2019Q3 202314
WealthTrust-Arizona, LLC 1040.01%0.01%0.01%Q2 2013Q4 201614
Clarius Group, LLC 14140.02%0.05%0.07%Q2 2020Q3 202314
Mosaic Family Wealth, LLC 14140.00%0.00%0.00%Q4 2015Q1 201914
Richard Bernstein Advisors LLC 630.01%0.02%0.03%Q3 2014Q3 202114
TOMPKINS FINANCIAL CORP 1310.00%0.01%0.02%Q1 2015Q2 201914
OppenheimerFunds, Inc. 14140.00%0.01%0.04%Q4 2015Q1 201914
Sciencast Management LP 410.09%0.41%0.89%Q4 2015Q2 202314
MYCIO WEALTH PARTNERS, LLC 14140.00%0.01%0.01%Q2 2013Q3 201614
Global Financial Private Capital, Inc 14140.00%0.09%0.18%Q1 2017Q2 202014
Proficio Capital Partners LLC 14140.01%0.02%0.03%Q1 2016Q2 201914
SRS Capital Advisors, Inc. 1040.01%0.02%0.03%Q1 2020Q3 202314
First Command Bank 860.00%0.00%0.01%Q3 2017Q2 202314
MinichMacGregor Wealth Management, LLC 1210.01%0.01%0.01%Q4 2015Q4 202213
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 810.09%0.21%0.31%Q4 2018Q4 202213
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
CIDEL ASSET MANAGEMENT INC 13130.06%0.11%0.15%Q4 2019Q4 202213
Snowden Capital Advisors LLC 820.00%0.05%0.12%Q2 2019Q3 202313
Cynosure Group, LLC 13131.03%2.62%3.24%Q3 2020Q3 202313
Key FInancial Inc 1210.06%0.09%0.13%Q1 2020Q3 202313
Integrated Wealth Concepts LLC 710.01%0.02%0.03%Q3 2019Q3 202313
Larson Financial Group LLC 760.00%0.01%0.01%Q4 2018Q3 202313
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1210.00%0.03%0.06%Q1 2013Q4 201713
TOKIO MARINE ASSET MANAGEMENT CO LTD 13130.02%0.03%0.05%Q3 2020Q3 202313
STRATEGY ASSET MANAGERS LLC 620.05%0.16%0.71%Q3 2018Q3 202313
Hexagon Capital Partners LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Front Row Advisors LLC 850.00%0.01%0.01%Q3 2018Q3 202313
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Camarda Financial Advisors, LLC 940.01%0.24%0.95%Q1 2016Q2 201913
PRIO WEALTH LIMITED PARTNERSHIP 13130.01%0.01%0.01%Q1 2018Q1 202113
Quantitative Investment Management, LLC 310.00%0.08%0.24%Q1 2016Q3 202113
Yorktown Management & Research Co Inc 910.04%0.15%0.60%Q2 2013Q4 202013
Assured Investment Management LLC 1010.01%0.07%0.23%Q1 2015Q4 201813
Illinois Municipal Retirement Fund 13130.02%0.02%0.03%Q3 2020Q3 202313
Gradient Investments LLC 510.00%0.10%0.48%Q1 2014Q3 202313
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13130.00%0.00%0.00%Q1 2018Q1 202113
TIAA, FSB 850.00%0.01%0.03%Q2 2017Q2 202313
WealthTrust Axiom LLC 13130.12%0.14%0.17%Q3 2020Q3 202313
BUCKHEAD CAPITAL MANAGEMENT LLC 13130.38%0.47%0.58%Q3 2020Q3 202313
MEYER HANDELMAN CO 710.01%0.03%0.06%Q3 2015Q3 202313
CAPITAL ONE, NATIONAL ASSOCIATION 13130.02%0.10%0.12%Q3 2013Q3 201613
Independent Advisor Alliance 13130.00%0.34%0.44%Q3 2020Q3 202313
Radnor Capital Management, LLC 13130.06%0.09%0.18%Q3 2020Q3 202313
Cerity Partners LLC 610.00%0.02%0.04%Q3 2017Q3 202313
TOBAM 13130.00%0.01%0.02%Q3 2020Q3 202313
MANNING & NAPIER ADVISORS LLC 13130.01%0.01%0.02%Q3 2014Q3 201713
Zurich Insurance Group Ltd/FI 1110.02%0.03%0.11%Q3 2017Q2 202313
PATHSTONE FAMILY OFFICE, LLC 1030.00%0.01%0.02%Q1 2019Q3 202313
Sterling Capital Management LLC 410.00%0.01%0.01%Q2 2013Q3 201913
Marquette Asset Management, LLC 13130.01%0.01%0.01%Q3 2019Q3 202213
McQueen, Ball & Associates Inc. 13130.34%0.47%0.59%Q4 2015Q4 201813
GUARDIAN CAPITAL LP 13130.01%0.01%0.02%Q4 2018Q4 202113
HANCOCK WHITNEY CORP 1210.02%0.06%0.16%Q2 2013Q1 201713
River Wealth Advisors LLC 730.00%0.03%0.05%Q2 2018Q3 202313
Echo Street Capital Management LLC 1110.00%0.06%0.33%Q1 2019Q2 202313
SIT INVESTMENT ASSOCIATES INC 13130.00%0.00%0.01%Q2 2015Q2 201813
Progressive Investment Management Corp 13131.44%1.64%1.98%Q4 2018Q4 202113
THIRD AVENUE MANAGEMENT LLC 13130.13%0.24%0.43%Q2 2013Q2 201613
FCF Advisors LLC 510.52%1.01%1.33%Q4 2014Q4 202313
Laurion Capital Management LP 710.00%0.01%0.04%Q1 2016Q3 202012
Running Oak Capital LLC 750.20%1.64%2.10%Q4 2019Q3 202312
Tyers Asset Management LLC 12120.02%0.04%0.07%Q4 2016Q3 201912
Railway Pension Investments Ltd 12120.04%0.08%0.27%Q4 2018Q3 202112
Dynamic Technology Lab Private Ltd 210.09%0.21%0.38%Q4 2013Q3 202312
Centerpoint Advisors, LLC 840.00%0.01%0.01%Q2 2018Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.03%0.05%Q4 2018Q3 202112
LifePro Asset Management 12120.10%0.16%0.30%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.00%0.00%0.01%Q4 2020Q3 202312
Grantham, Mayo, Van Otterloo & Co. LLC 530.00%0.02%0.06%Q2 2013Q3 201812
EMERSON INVESTMENT MANAGEMENT, LLC 12121.04%1.41%1.88%Q2 2013Q1 201612
Bristol Gate Capital Partners Inc. 12124.20%4.47%4.72%Q1 2019Q4 202112
SAWGRASS ASSET MANAGEMENT LLC 12120.01%0.95%1.58%Q1 2016Q4 201812
Johnson Midwest Financial, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
BlackRock Japan Co. Ltd 1020.00%0.01%0.04%Q4 2013Q4 201612
Lucia Wealth Services, LLC 12123.03%4.08%5.11%Q4 2017Q3 202012
KORNITZER CAPITAL MANAGEMENT INC /KS 12120.04%0.24%0.49%Q4 2017Q3 202012
Kesler, Norman & Wride, LLC 12120.24%0.32%0.48%Q4 2020Q3 202312
Goelzer Investment Management, Inc. 12120.17%0.30%0.40%Q1 2020Q4 202212
Bison Wealth, LLC 930.15%0.37%0.60%Q4 2014Q3 201812
AGF INVESTMENTS INC. 840.00%0.01%0.04%Q4 2015Q4 202112
Sigma Planning Corp 12120.01%0.01%0.02%Q4 2020Q3 202312
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.01%0.06%0.28%Q2 2016Q3 202312
Suncoast Equity Management 12120.14%0.32%0.58%Q4 2020Q3 202312
SPRENG CAPITAL MANAGEMENT, INC. 12120.17%0.25%0.45%Q4 2019Q3 202212
BRAVE ASSET MANAGEMENT INC 12120.01%0.01%0.01%Q4 2013Q3 201612
Flinton Capital Management LLC 12120.02%0.05%0.09%Q4 2016Q3 201912
SUN LIFE FINANCIAL INC 12120.00%0.00%0.01%Q2 2018Q1 202112
FIRST NIAGARA BANK 12120.06%0.09%0.13%Q3 2013Q2 201612
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.01%0.01%0.01%Q4 2018Q3 202112
Neuburgh Advisers LLC 12120.02%0.06%0.11%Q4 2016Q3 201912
Siemens Fonds Invest GmbH 12120.15%0.19%0.27%Q4 2020Q3 202312
Sound View Wealth Advisors Group, LLC 810.03%0.05%0.06%Q2 2019Q3 202312
RUSSELL FRANK CO/ 12120.01%0.02%0.04%Q2 2013Q1 201612
CSat Investment Advisory, L.P. 12120.01%0.02%0.04%Q2 2018Q1 202112
Atlas Brown,Inc. 620.05%0.08%0.11%Q3 2017Q3 202312
AllSquare Wealth Management LLC 610.00%0.01%0.03%Q1 2017Q2 202312
Barrett Asset Management, LLC 12120.01%0.05%0.07%Q4 2013Q3 201612
Menard Financial Group LLC 910.25%0.41%0.84%Q2 2020Q3 202312
Cetera Investment Advisers 12120.01%0.01%0.02%Q4 2020Q3 202312
Cetera Advisor Networks LLC 1010.00%0.01%0.02%Q4 2019Q3 202312
ANALYTIC INVESTORS, LLC 840.01%0.31%0.81%Q3 2013Q3 201612
Manning & Napier Group, LLC 1020.01%0.09%0.13%Q4 2017Q3 202312
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12120.00%0.07%0.12%Q3 2018Q2 202112
Vanguard Personalized Indexing Management, LLC 12120.02%0.04%0.05%Q4 2020Q3 202312
SIMPLEX TRADING, LLC 310.00%0.01%0.03%Q1 2015Q3 202312
Maryland State Retirement & Pension System 12120.03%0.05%0.11%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.01%0.02%0.03%Q4 2016Q3 201912
M&G INVESTMENT MANAGEMENT LTD 1110.00%0.10%0.28%Q4 2019Q4 202212
Horizon Investments, LLC 310.01%0.02%0.09%Q3 2018Q3 202312
Tradition Wealth Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
NATIONAL PENN INVESTORS TRUST CO /PA 12120.22%0.29%0.38%Q2 2013Q1 201612
Cordasco Financial Network 12120.01%0.03%0.04%Q3 2019Q2 202212
BOOTHBAY FUND MANAGEMENT, LLC 310.00%0.09%0.19%Q4 2015Q3 202312
EXANE DERIVATIVES 810.00%0.02%0.13%Q2 2016Q2 202212
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 11110.06%0.10%0.14%Q1 2021Q3 202311
I.G. INVESTMENT MANAGEMENT, LTD. 530.00%0.00%0.01%Q4 2013Q3 201711
Varma Mutual Pension Insurance Co 520.04%0.15%0.40%Q4 2017Q3 202311
Jacobi Capital Management LLC 830.00%0.02%0.05%Q4 2019Q3 202311
ROYCE & ASSOCIATES LP 11110.06%0.10%0.14%Q2 2013Q4 201511
Meiji Yasuda Life Insurance Co 310.01%0.06%0.08%Q3 2016Q3 202011
Altshuler Shaham Ltd 910.00%0.00%0.00%Q3 2019Q3 202311
Lombard Odier Asset Management (Switzerland) SA 510.01%0.07%0.14%Q1 2018Q2 202111
Cypress Wealth Services, LLC 11110.07%0.09%0.12%Q4 2017Q2 202011
TRUEWEALTH LLC 11110.01%0.01%0.01%Q4 2017Q2 202011
Gateway Advisory, LLC 11110.10%0.13%0.20%Q1 2021Q3 202311
PrairieView Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
DONALDSON CAPITAL MANAGEMENT, LLC 11110.02%0.03%0.04%Q2 2019Q4 202111
CAMBRIDGE TRUST CO 11110.01%0.02%0.02%Q1 2021Q3 202311
Concord Wealth Partners 740.00%0.03%0.06%Q4 2020Q3 202311
Moors & Cabot, Inc. 810.01%0.02%0.03%Q4 2019Q4 202211
CHUBB CORP 11110.80%1.12%1.73%Q2 2013Q4 201511
Oakworth Capital, Inc. 920.00%0.01%0.03%Q4 2014Q3 202311
CASTLEARK MANAGEMENT LLC 740.01%0.06%0.17%Q3 2015Q4 201811
MGO ONE SEVEN LLC 810.00%0.02%0.04%Q4 2017Q3 202311
Veritas Investment Partners (UK) Ltd. 11113.48%3.86%4.19%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.06%Q1 2021Q3 202311
GAM SYSTEMATIC LLP 11110.00%0.23%0.44%Q4 2014Q2 201711
HERMES INVESTMENT MANAGEMENT LTD 11110.33%0.44%0.51%Q4 2015Q2 201811
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 11110.00%0.01%0.03%Q4 2015Q2 201811
ClariVest Asset Management LLC 530.00%0.02%0.11%Q4 2013Q4 201811
CreativeOne Wealth, LLC 920.01%0.06%0.09%Q4 2019Q3 202311
Virtu Financial LLC 210.01%0.05%0.12%Q3 2017Q3 202311
Cetera Advisors LLC 740.01%0.01%0.03%Q4 2014Q3 202311
Machina Capital S.A.S. 510.21%0.57%1.10%Q4 2018Q2 202311
Sargent Bickham Lagudis LLC 910.00%0.01%0.01%Q2 2019Q4 202211
VALLEY NATIONAL ADVISERS INC 710.00%0.01%0.02%Q4 2018Q3 202311
Boston Partners 1010.00%0.00%0.00%Q2 2013Q2 201811
FIRST NATIONAL TRUST CO 830.03%0.10%0.15%Q3 2015Q3 202311
Tidal Investments LLC 11110.01%0.03%0.08%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.03%0.04%0.05%Q4 2016Q2 201911
Mitsubishi UFJ Asset Management (UK) Ltd. 11110.01%0.81%1.58%Q2 2017Q4 201911
Piscataqua Savings Bank 11110.01%0.02%0.02%Q1 2021Q3 202311
Campion Asset Management 730.19%0.22%0.29%Q1 2021Q3 202310
Amundi 10100.02%0.04%0.07%Q2 2021Q3 202310
ELLINGTON MANAGEMENT GROUP LLC 510.02%0.11%0.42%Q3 2013Q3 201810
Eagle Bay Advisors LLC 10100.00%0.06%0.17%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.02%Q2 2018Q3 202010
Mascoma Wealth Management LLC 910.01%0.01%0.01%Q1 2021Q3 202310
Lumature Wealth Partners, LLC 10100.00%0.01%0.02%Q1 2021Q2 202310
Harel Insurance Investments & Financial Services Ltd. 310.00%0.01%0.02%Q4 2015Q1 202110
Cumberland Partners Ltd 730.06%0.09%0.11%Q2 2018Q2 202110
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
Virtu KCG Holdings LLC 310.00%0.01%0.03%Q4 2013Q2 201710
COOKSON PEIRCE & CO INC 910.04%0.65%1.30%Q4 2013Q4 202010
FORA Capital, LLC 510.01%0.13%0.30%Q4 2019Q4 202210
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 910.01%0.02%0.04%Q3 2018Q3 202310
IEQ CAPITAL, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Fiduciary Planning LLC 10100.40%0.49%0.58%Q2 2021Q3 202310
IndexIQ Advisors LLC 10100.00%0.01%0.01%Q4 2019Q1 202210
FIRST INTERSTATE BANK 10100.00%0.00%0.00%Q3 2015Q4 201710
Fieldpoint Private Securities, LLC 410.00%0.05%0.15%Q3 2017Q2 202210
Transform Wealth, LLC 910.10%0.78%2.86%Q2 2016Q3 202310
Cambria Investment Management, L.P. 10100.43%0.72%0.93%Q2 2017Q3 201910
Nippon Life Global Investors Americas, Inc. 640.08%0.27%0.44%Q4 2019Q4 202210
Corient Capital Partners, LLC 10100.02%0.02%0.03%Q2 2020Q3 202210
Avior Wealth Management, LLC 550.00%0.00%0.00%Q1 2020Q3 202310
Unigestion Holding SA 510.01%0.03%0.06%Q3 2018Q3 202310
Ascent Wealth Partners, LLC 610.04%0.05%0.06%Q4 2019Q3 202310
EDGE ASSET MANAGEMENT, INC 10100.13%0.20%0.26%Q4 2014Q1 201710
JFS WEALTH ADVISORS, LLC 820.00%0.00%0.01%Q4 2017Q3 202310
Empirical Finance, LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
Arete Wealth Advisors, LLC 510.00%0.07%0.14%Q4 2017Q4 202210
Hefty Wealth Partners 10100.02%0.02%0.02%Q4 2015Q1 201810
A.R.T. Advisors, LLC 310.01%0.07%0.30%Q3 2013Q3 201810
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.12%0.26%Q4 2015Q3 202310
GPS Wealth Strategies Group, LLC 730.04%0.05%0.06%Q1 2021Q3 202310
Brinker Capital Investments, LLC 10100.05%0.07%0.15%Q3 2020Q4 202210
BRIDGEWAY CAPITAL MANAGEMENT, LLC 640.03%0.06%0.12%Q1 2015Q4 201710
Carmichael Hill & Associates, Inc. 910.00%0.01%0.01%Q4 2019Q2 202210
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201410
Busey Bank 10100.02%0.02%0.02%Q3 2019Q4 202110
FOX RUN MANAGEMENT, L.L.C. 410.13%0.21%0.39%Q1 2016Q4 202210
Qube Research & Technologies Ltd 210.00%0.06%0.22%Q2 2018Q3 202310
ExodusPoint Capital Management, LP 310.00%0.02%0.05%Q1 2019Q2 202310
Gideon Capital Advisors, Inc. 310.09%0.27%0.69%Q2 2014Q3 201910
Manchester Capital Management LLC 620.00%0.01%0.02%Q3 2020Q3 202310
Wagner Wealth Management, LLC 420.01%0.01%0.02%Q4 2017Q3 202210
BI Asset Management Fondsmaeglerselskab A/S 710.01%0.02%0.07%Q2 2018Q3 202310
RELIANCE TRUST CO OF DELAWARE 640.02%0.04%0.06%Q3 2015Q1 201910
West Branch Capital LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
CAPITAL GUARDIAN TRUST CO 910.00%0.00%0.00%Q3 2014Q1 201710
Annapolis Financial Services, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Rampart Investment Management Company, LLC 990.03%0.04%0.08%Q3 2018Q3 20209
PFG Private Wealth Management, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
First Trust Direct Indexing L.P. 990.04%0.05%0.06%Q3 2021Q3 20239
McClarren Financial Advisors, Inc. 540.01%0.01%0.02%Q2 2021Q3 20239
OMERS ADMINISTRATION Corp 410.01%0.05%0.10%Q4 2013Q3 20199
ADIRONDACK TRUST CO 810.00%0.00%0.01%Q2 2013Q3 20219
CENTAURUS FINANCIAL, INC. 310.01%0.02%0.03%Q1 2018Q1 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.01%0.02%Q2 2013Q2 20159
Employees Retirement System of Texas 990.03%0.08%0.13%Q2 2017Q2 20199
Stone Ridge Asset Management LLC 990.09%0.13%0.32%Q4 2017Q4 20199
Blume Capital Management, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Psagot Value Holdings Ltd. 990.00%0.01%0.06%Q3 2019Q3 20219
MUFG Securities EMEA plc 420.00%0.04%0.19%Q2 2018Q3 20219
Capital Advisors, Ltd. LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Freedom Day Solutions, LLC 991.36%1.72%1.99%Q4 2017Q4 20199
Artisan Partners Limited Partnership 540.11%0.23%0.37%Q2 2013Q4 20199
SIGNET FINANCIAL MANAGEMENT, LLC 630.00%0.07%0.19%Q1 2018Q4 20219
Granite Investment Advisors, LLC 990.04%0.06%0.08%Q4 2017Q4 20199
JONES FINANCIAL COMPANIES LLLP 510.00%0.00%0.00%Q3 2013Q3 20239
TIAA CREF TRUST CO FSB/MO 990.01%0.01%0.02%Q1 2015Q1 20179
Newfound Research LLC 990.09%0.19%0.34%Q3 2020Q3 20229
OPSEU Pension Plan Trust Fund 990.09%0.16%0.34%Q1 2020Q1 20229
Rehmann Capital Advisory Group 710.01%0.02%0.02%Q1 2018Q3 20239
Magnetar Financial LLC 210.00%0.01%0.02%Q3 2016Q3 20229
EXCHANGE TRADED CONCEPTS, LLC 710.00%0.05%0.23%Q4 2019Q4 20239
Santa Fe Partners LLC 990.11%0.22%0.38%Q4 2013Q4 20159
Teza Capital Management LLC 210.06%0.31%0.61%Q2 2018Q3 20239
DF DENT & CO INC 990.00%0.00%0.01%Q3 2020Q3 20229
BANCORPSOUTH INC 710.02%0.02%0.02%Q2 2014Q3 20179
Itau Unibanco Holding S.A. 410.00%0.01%0.03%Q1 2017Q1 20239
Wealthcare Advisory Partners LLC 990.00%0.01%0.02%Q4 2017Q4 20199
AustralianSuper Pty Ltd 990.06%0.18%0.30%Q2 2018Q2 20209
CLINTON GROUP INC 510.03%0.10%0.19%Q1 2014Q2 20189
GOFEN & GLOSSBERG LLC /IL/ 990.01%0.01%0.01%Q4 2020Q4 20229
HARVEY INVESTMENT CO LLC 630.02%0.03%0.03%Q4 2020Q3 20239
Taikang Asset Management (Hong Kong) Co Ltd 990.01%0.27%0.41%Q3 2019Q3 20219
JUPITER ASSET MANAGEMENT LTD 990.16%0.35%0.63%Q3 2016Q3 20189
LIBERTY WEALTH MANAGEMENT LLC 810.00%0.00%0.00%Q4 2018Q3 20219
Legacy Capital Partners, Inc. 990.63%0.83%1.13%Q2 2019Q2 20219
Ethic Inc. 990.03%0.05%0.11%Q3 2021Q3 20239
Legacy Advisors, LLC 710.00%0.16%0.27%Q1 2017Q3 20238
First City Capital Management, Inc. 880.00%0.00%0.00%Q2 2014Q1 20168
DELTA ASSET MANAGEMENT LLC/TN 880.00%0.00%0.00%Q3 2019Q2 20218
Covestor Ltd 880.05%0.08%0.12%Q4 2021Q3 20238
BerganKDV Wealth Management, LLC 880.00%0.00%0.00%Q3 2021Q2 20238
WRIGHT INVESTORS SERVICE INC 880.20%0.25%0.29%Q4 2014Q3 20168
Retirement Group, LLC 410.00%0.00%0.00%Q4 2019Q2 20228
WEBSTERROGERS FINANCIAL ADVISORS, LLC 880.13%0.22%0.26%Q4 2021Q3 20238
FourThought Financial, LLC 880.03%0.06%0.08%Q4 2020Q3 20228
ORSER CAPITAL MANAGEMENT, LLC 530.10%1.14%2.16%Q4 2017Q4 20218
Calvert Investment Management, Inc. 620.01%0.11%0.30%Q4 2014Q4 20168
Samalin Investment Counsel, LLC 710.08%0.19%0.31%Q4 2019Q3 20238
AFFINITY INVESTMENT ADVISORS, LLC 880.26%0.38%0.56%Q3 2015Q2 20178
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.26%0.67%0.84%Q4 2021Q3 20238
Evolution Wealth Advisors, LLC 610.00%0.00%0.00%Q2 2019Q3 20218
Hutchin Hill Capital, LP 310.01%0.06%0.17%Q1 2014Q3 20178
FULTON BREAKEFIELD BROENNIMAN LLC 880.56%0.86%1.01%Q2 2021Q1 20238
ATTICUS WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
PIEDMONT INVESTMENT ADVISORS INC 880.01%0.04%0.05%Q2 2018Q1 20208
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.00%0.00%Q2 2013Q1 20158
Westover Capital Advisors, LLC 880.18%0.33%0.69%Q4 2017Q3 20198
Clearstead Advisors, LLC 620.00%0.00%0.00%Q2 2021Q3 20238
Shore Point Advisors, LLC 880.21%0.27%0.50%Q4 2021Q3 20238
Cerebellum GP, LLC 510.01%0.19%0.31%Q1 2018Q3 20208
Congress Wealth Management LLC / DE / 880.24%0.27%0.29%Q4 2021Q3 20238
Cribstone Capital Management, LLC 410.00%0.00%0.00%Q1 2017Q2 20228
GUARDIAN WEALTH ADVISORS, LLC / NC 880.20%0.24%0.32%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.02%0.02%0.03%Q4 2021Q3 20238
ZWJ INVESTMENT COUNSEL INC 880.02%0.02%0.02%Q1 2018Q4 20198
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 710.00%0.01%0.03%Q4 2019Q2 20228
BERNZOTT CAPITAL ADVISORS 882.86%4.00%5.00%Q2 2013Q1 20158
Connectus Wealth, LLC 880.30%1.01%1.99%Q1 2021Q4 20228
Schonfeld Strategic Advisors LLC 210.01%0.06%0.18%Q4 2018Q1 20238
Orion Portfolio Solutions, LLC 530.00%0.02%0.04%Q4 2019Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.02%0.04%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.88%1.07%1.20%Q4 2019Q3 20218
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.32%0.38%0.42%Q4 2021Q3 20238
Connor, Clark & Lunn Investment Management Ltd. 410.00%0.06%0.17%Q2 2018Q3 20228
Hutchens & Kramer Investment Management Group, LLC 880.15%0.19%0.22%Q4 2021Q3 20238
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 710.01%0.01%0.01%Q2 2013Q2 20188
CREATIVE FINANCIAL DESIGNS INC /ADV 610.00%0.01%0.01%Q3 2019Q2 20238
Marshall Wace North America L.P. 510.00%0.12%0.35%Q3 2013Q3 20208
Integrated Investment Consultants, LLC 710.02%0.06%0.08%Q1 2016Q1 20188
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.01%Q3 2021Q2 20238
Castellan Group 880.76%1.17%1.67%Q4 2020Q3 20228
CAXTON ASSOCIATES LP 210.01%0.08%0.23%Q1 2015Q1 20238
Lombard Odier Asset Management (Europe) Ltd 610.03%0.15%0.27%Q3 2020Q3 20238
PARK NATIONAL CORP /OH/ 310.01%0.01%0.02%Q4 2013Q4 20238
Laurel Wealth Advisors, Inc. 530.06%0.09%0.11%Q4 2017Q4 20228
Baron Financial Group, LLC 880.04%0.05%0.06%Q3 2020Q2 20228
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.03%0.15%0.42%Q2 2016Q4 20198
Bayesian Capital Management, LP 310.03%0.15%0.28%Q2 2017Q3 20238
Olympiad Research LP 310.08%0.20%0.40%Q4 2019Q3 20238
Advocacy Wealth Management Services, LLC 710.00%0.00%0.02%Q1 2016Q2 20198
Y-Intercept (Hong Kong) Ltd 310.06%0.18%0.48%Q4 2020Q3 20238
Global X Management CO LLC 880.00%0.00%0.01%Q3 2016Q2 20188
Mystic Asset Management, Inc. 880.13%0.14%0.16%Q4 2021Q3 20238
Quent Capital, LLC 880.01%0.03%0.10%Q4 2021Q3 20238
KING INVESTMENT ADVISORS INC/TX 880.13%0.21%0.30%Q2 2013Q1 20158
Covington Investment Advisors Inc. 881.24%2.15%3.56%Q1 2020Q4 20218
One Wealth Advisors, LLC 710.01%0.17%0.40%Q4 2017Q4 20228
Connecticut Wealth Management, LLC 530.02%0.02%0.02%Q1 2021Q1 20238
Schechter Investment Advisors, LLC 880.14%0.18%0.22%Q4 2021Q3 20238
Brown Advisory Securities, LLC 880.40%0.46%0.77%Q4 2019Q3 20218
UMB Bank, n.a. 880.00%0.01%0.01%Q4 2021Q3 20238
Benchmark Investment Advisors LLC 880.28%0.32%0.38%Q4 2021Q3 20238
Capital Investment Counsel, Inc 620.04%0.05%0.06%Q4 2020Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.01%Q4 2021Q3 20238
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 410.00%0.00%0.00%Q1 2018Q1 20238
DAVENPORT & Co LLC 610.00%0.00%0.00%Q2 2018Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.02%0.04%Q1 2019Q4 20208
ArrowMark Colorado Holdings LLC 880.13%0.45%0.78%Q3 2013Q2 20158
ROCKLAND TRUST CO 880.01%0.23%0.66%Q4 2021Q3 20238
Tesco Pension Investment Ltd 881.11%1.52%1.96%Q1 2019Q4 20208
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 420.00%0.01%0.03%Q1 2016Q2 20198
Venturi Wealth Management, LLC 530.01%0.04%0.08%Q4 2018Q3 20238
Value Partners Investments Inc. 880.39%0.60%0.77%Q2 2020Q1 20228
TILIA FIDUCIARY PARTNERS, INC. 880.90%1.11%1.67%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.62%0.72%0.87%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.23%0.34%0.45%Q2 2013Q1 20158
Zebra Capital Management LLC 620.18%0.25%0.36%Q4 2013Q2 20198
Harvest Fund Management Co., Ltd 520.01%0.04%0.18%Q4 2017Q3 20237
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 770.12%0.16%0.19%Q2 2020Q4 20217
TPI Fund Managers Ltd 771.11%1.50%1.96%Q2 2019Q4 20207
Cyrus J. Lawrence, LLC 771.35%1.83%2.27%Q1 2022Q3 20237
Hirtle Callaghan & Co LLC 770.01%0.10%0.65%Q2 2013Q4 20147
Edge Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
DC Investments Management, LLC 610.12%0.30%0.42%Q4 2017Q2 20207
PDT Partners, LLC 310.02%0.11%0.19%Q3 2013Q3 20237
Americana Partners, LLC 520.05%0.06%0.09%Q3 2021Q2 20237
State of Wyoming 610.00%0.01%0.05%Q3 2021Q3 20237
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 610.00%0.17%0.25%Q2 2018Q1 20217
Krane Funds Advisors LLC 410.00%0.02%0.04%Q2 2019Q3 20217
Grove Bank & Trust 610.00%0.02%0.02%Q3 2016Q3 20237
Alley Investment Management Company, LLC 771.06%1.25%1.41%Q1 2022Q3 20237
Waratah Capital Advisors Ltd. 410.10%0.37%0.88%Q1 2015Q2 20197
GoalVest Advisory LLC 430.01%0.02%0.02%Q4 2020Q4 20227
Itau USA Asset Management Inc. 770.07%0.20%0.31%Q2 2013Q4 20147
Sowell Financial Services LLC 770.03%0.03%0.05%Q3 2019Q1 20217
Carnick & Kubik, LLC 770.44%0.73%1.27%Q3 2014Q1 20167
Vectors Research Management, LLC 770.00%0.01%0.01%Q3 2018Q1 20207
Metis Global Partners, LLC 770.03%0.04%0.06%Q1 2022Q3 20237
Walleye Capital LLC 310.00%0.08%0.28%Q1 2019Q3 20237
ALPHASIMPLEX GROUP, LLC 770.40%0.65%0.91%Q2 2020Q4 20217
WestEnd Advisors, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
Stonehearth Capital Management, LLC 770.13%0.15%0.16%Q2 2022Q4 20237
Savior LLC 770.01%0.01%0.02%Q4 2019Q2 20217
Quadrature Capital Ltd 310.02%0.08%0.30%Q4 2015Q4 20207
Dorsey Wright & Associates 770.21%0.59%1.09%Q1 2015Q3 20167
Virtus Fund Advisers, LLC 770.00%0.00%0.00%Q2 2014Q4 20157
BRASADA CAPITAL MANAGEMENT, LP 520.01%0.30%1.10%Q4 2017Q3 20237
Gerstein Fisher 770.03%0.03%0.04%Q1 2015Q3 20167
Integrated Wealth Management 770.05%0.06%0.06%Q1 2015Q3 20167
CVA Family Office, LLC 320.00%0.00%0.00%Q1 2021Q2 20237
LSV ASSET MANAGEMENT 770.00%0.00%0.00%Q3 2018Q1 20207
CenterBook Partners LP 610.14%0.24%0.44%Q4 2021Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.01%0.01%Q4 2020Q2 20227
GUARDIAN LIFE INSURANCE CO OF AMERICA 770.00%0.01%0.01%Q2 2018Q4 20197
ADVISORY RESEARCH INC 430.01%0.41%1.36%Q1 2018Q4 20207
WEALTHFRONT Corp 430.00%0.00%0.01%Q4 2014Q3 20187
Bellevue Group AG 770.01%0.01%0.01%Q2 2019Q4 20207
Placemark Investments, Inc. 770.09%0.14%0.16%Q2 2013Q4 20147
Arden Trust Co 770.04%0.05%0.06%Q2 2019Q4 20207
Versor Investments LP 410.01%0.13%0.40%Q2 2018Q2 20217
TANDEM CAPITAL MANAGEMENT CORP /ADV 771.20%1.36%1.47%Q4 2019Q2 20217
CYPRESS CAPITAL MANAGEMENT LLC 770.28%0.37%0.56%Q1 2021Q3 20227
BHF Kleinwort Benson Group S.A. 430.01%0.04%0.08%Q1 2014Q1 20167
Alaska Permanent Fund Corp 520.00%0.04%0.08%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
COLUMBIA WANGER ASSET MANAGEMENT LLC 770.32%0.44%0.56%Q2 2016Q4 20177
LORD, ABBETT & CO. LLC 430.00%0.01%0.04%Q2 2013Q2 20167
RATIONAL ADVISORS LLC 210.01%0.20%0.64%Q4 2010Q3 20207
THOMPSON DAVIS & CO., INC. 770.01%0.03%0.07%Q3 2015Q1 20177
Walter Public Investments Inc. 773.18%3.84%4.64%Q1 2022Q3 20237
KANALY TRUST CO 520.00%0.01%0.02%Q4 2014Q4 20167
SHAPIRO ROBERT N 770.02%0.03%0.04%Q2 2013Q4 20147
Kore Private Wealth LLC 320.00%0.02%0.04%Q4 2018Q3 20217
OneDigital Investment Advisors LLC 430.00%0.00%0.01%Q4 2018Q3 20237
CHASE INVESTMENT COUNSEL CORP 770.59%0.79%1.04%Q2 2017Q4 20187
Sheaff Brock Investment Advisors, LLC 770.10%0.11%0.13%Q2 2018Q4 20197
O'Shares Investment Advisers, LLC 770.04%0.04%0.05%Q3 2020Q1 20227
Blueshift Asset Management, LLC 410.03%0.16%0.36%Q4 2018Q3 20227
Squar Milner Financial Services LLC 520.09%0.11%0.14%Q2 2018Q1 20207
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 770.00%0.01%0.01%Q4 2015Q2 20177
BlueCrest Capital Management Ltd 410.02%0.05%0.17%Q1 2016Q3 20197
Addenda Capital Inc. 770.26%0.30%0.33%Q1 2022Q3 20237
Hillsdale Investment Management Inc. 770.00%0.07%0.16%Q2 2015Q4 20167
Osborn Williams & Donohoe LLC 430.02%0.04%0.06%Q1 2018Q4 20197
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.01%0.02%Q1 2022Q3 20237
WBI INVESTMENTS, LLC 310.14%0.39%1.06%Q4 2015Q1 20217
Covington Capital Management 410.00%0.00%0.00%Q2 2018Q4 20217
Lebenthal Holdings,LLC 660.14%0.27%0.55%Q1 2015Q2 20166
Quad-Cities Investment Group, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Beacon Pointe Advisors, LLC 410.00%0.01%0.02%Q3 2021Q3 20236
Apella Capital, LLC 330.02%0.02%0.04%Q1 2022Q4 20236
SEI TRUST CO 660.05%0.06%0.09%Q2 2013Q3 20146
Selective Wealth Management, Inc. 660.00%0.00%0.01%Q2 2021Q3 20226
New Millennium Group LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Arkadios Wealth Advisors 660.00%0.01%0.02%Q2 2020Q3 20216
Czech National Bank 660.05%0.05%0.06%Q3 2022Q4 20236
West Coast Asset Management 666.51%7.23%8.71%Q2 2013Q3 20146
Strategic Global Advisors, LLC 660.60%0.89%1.19%Q4 2014Q1 20166
Decatur Capital Management, Inc. 660.77%0.83%0.94%Q3 2019Q4 20206
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Aspire Private Capital, LLC 330.02%0.03%0.05%Q4 2018Q3 20236
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
CEERA INVESTMENTS, LLC 661.17%1.50%1.89%Q1 2021Q2 20226
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
NewEdge Wealth, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Accurate Wealth Management, LLC 510.01%0.39%0.84%Q2 2021Q4 20226
Liberty Capital Management, Inc. 660.01%0.01%0.02%Q3 2016Q4 20176
OPPENHEIMER & CO INC 510.01%0.01%0.01%Q4 2018Q4 20206
INTECH INVESTMENT MANAGEMENT LLC 660.03%0.24%0.40%Q2 2022Q3 20236
C M BIDWELL & ASSOCIATES LTD 660.00%0.06%0.08%Q3 2015Q4 20166
Karp Capital Management Corp 410.01%0.02%0.04%Q4 2014Q4 20186
Ballentine Partners, LLC 310.01%0.01%0.01%Q4 2021Q3 20236
First National Advisers, LLC 660.33%0.44%0.64%Q2 2022Q3 20236
NFJ INVESTMENT GROUP, LLC 660.24%0.31%0.43%Q1 2021Q2 20226
Dakota Wealth Management 330.06%0.16%0.29%Q2 2018Q4 20196
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Fernwood Investment Management, LLC 660.17%0.25%0.33%Q4 2013Q1 20156
THB ASSET MANAGEMENT 660.06%0.12%0.16%Q4 2013Q1 20156
Adirondack Research & Management Inc. 660.39%1.08%1.36%Q1 2013Q2 20146
HERNDON CAPITAL MANAGEMENT LLC 660.00%0.01%0.03%Q1 2016Q2 20176
Bridgewater Advisors Inc. 660.10%0.16%0.26%Q1 2021Q2 20226
Migdal Insurance & Financial Holdings Ltd. 310.00%0.00%0.01%Q2 2018Q1 20216
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Johnson Financial Group, Inc. 410.00%0.00%0.00%Q2 2013Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.03%0.03%0.04%Q2 2022Q3 20236
MARINO, STRAM & ASSOCIATES LLC 660.03%0.03%0.04%Q4 2017Q1 20196
Ativo Capital Management LLC 660.10%0.11%0.12%Q4 2013Q1 20156
Bollard Group LLC 660.00%0.00%0.00%Q3 2013Q4 20146
Kiwi Wealth Investments Limited Partnership 420.12%0.34%0.48%Q2 2015Q4 20196
IHT Wealth Management, LLC 660.00%0.01%0.01%Q4 2016Q1 20186
Stanley-Laman Group, Ltd. 660.08%0.16%0.22%Q2 2016Q3 20176
Aurora Investment Counsel 660.74%0.96%1.24%Q1 2019Q2 20206
Weiss Multi-Strategy Advisers LLC 510.01%0.08%0.45%Q2 2013Q1 20196
Keeley-Teton Advisors, LLC 660.15%0.21%0.35%Q1 2017Q2 20186
Stifel Trust Company, N.A. 660.00%0.00%0.00%Q2 2013Q3 20146
SECOR Capital Advisors, LP 310.04%0.46%0.77%Q3 2014Q3 20186
HIGHLAND CAPITAL MANAGEMENT, LLC 660.07%0.10%0.12%Q4 2015Q1 20176
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 660.02%0.06%0.14%Q3 2018Q4 20196
KINGS POINT CAPITAL MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.00%0.00%0.00%Q2 2013Q3 20146
ELEMENT CAPITAL MANAGEMENT LLC 310.02%0.11%0.32%Q2 2015Q2 20196
Ferris Capital, LLC 510.01%0.01%0.02%Q2 2017Q1 20196
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.10%0.22%Q2 2013Q4 20146
Princeton Alpha Management LP 310.07%0.17%0.25%Q4 2013Q1 20176
Enterprise Trust & Investment Co 660.36%0.42%0.52%Q1 2021Q2 20226
Campbell & CO Investment Adviser LLC 210.04%0.32%0.61%Q3 2018Q2 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 660.14%0.15%0.16%Q2 2022Q3 20236
Transamerica Financial Advisors, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
OXFORD ASSET MANAGEMENT LLP 510.01%0.06%0.18%Q3 2017Q1 20196
Jump Financial, LLC 210.01%0.08%0.26%Q4 2020Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Jupiter Investment Management Ltd 310.00%0.04%0.08%Q2 2014Q2 20196
DENVER INVESTMENT ADVISORS LLC 660.09%0.12%0.16%Q4 2016Q1 20186
Legacy Financial Advisors, Inc. 660.01%0.02%0.02%Q4 2017Q1 20196
STRYCKER VIEW CAPITAL LLC 660.93%7.42%12.26%Q2 2019Q3 20206
STOCK YARDS BANK & TRUST CO 660.01%0.01%0.02%Q2 2022Q3 20236
Leverage Partners Absolute Return Fund SPC 660.52%0.81%1.84%Q4 2020Q1 20226
Center for Financial Planning, Inc. 660.00%0.00%0.01%Q4 2019Q1 20216
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
Nine Chapters Capital Management LLC 310.06%0.22%0.47%Q4 2013Q2 20155
AVIANCE CAPITAL MANAGEMENT, LLC 550.02%0.03%0.03%Q3 2015Q3 20165
WealthTrust Fairport, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
VALLEY WEALTH MANAGERS, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Moisand Fitzgerald Tamayo, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CLEAR STREET MARKETS LLC 320.00%0.00%0.01%Q1 2022Q2 20235
Valeo Financial Advisors, LLC 210.00%0.02%0.04%Q4 2017Q2 20205
Covenant Partners, LLC 410.12%0.20%0.24%Q1 2019Q3 20225
Oribel Capital Management, LP 210.17%0.97%1.58%Q4 2016Q1 20215
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
Quilter Plc 550.01%0.02%0.02%Q3 2020Q3 20215
TIVERTON ASSET MANAGEMENT LLC 550.01%0.01%0.01%Q3 2018Q3 20195
Waverly Advisors, LLC 410.00%0.00%0.01%Q4 2013Q4 20175
Ergoteles LLC 310.01%0.03%0.07%Q4 2020Q3 20225
Bridgewater Associates 410.00%0.01%0.02%Q3 2021Q4 20225
Wilmington Trust, National Association 550.01%0.02%0.04%Q2 2013Q2 20145
Red Tortoise LLC 410.00%0.00%0.00%Q3 2021Q3 20235
J.W. COLE ADVISORS, INC. 320.03%0.12%0.43%Q4 2019Q1 20215
Jaffetilchin Investment Partners, LLC 110.06%0.11%0.22%Q4 2013Q1 20185
NatWest Group plc 410.00%0.01%0.02%Q2 2013Q1 20155
Partnervest Advisory Services LLC 550.01%0.03%0.05%Q2 2013Q2 20145
MONTAG A & ASSOCIATES INC 550.00%0.00%0.00%Q3 2022Q3 20235
Lyons Wealth Management, LLC. 551.23%1.62%2.09%Q4 2017Q4 20185
Dean Capital Management 410.42%0.66%0.90%Q1 2020Q3 20235
COMERICA SECURITIES,INC. 210.01%0.01%0.02%Q3 2019Q4 20225
ICON ADVISERS INC/CO 550.08%0.16%0.20%Q3 2016Q3 20175
Cable Hill Partners, LLC 410.00%0.00%0.00%Q4 2014Q3 20165
Addison Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
VALLEY NATIONAL BANCORP 550.01%0.01%0.01%Q4 2013Q4 20145
Sunbelt Securities, Inc. 310.00%0.04%0.19%Q4 2016Q3 20235
USA FINANCIAL FORMULAS 550.00%0.00%0.00%Q2 2021Q2 20225
ADVISOR PARTNERS II, LLC 550.05%0.06%0.07%Q3 2022Q3 20235
SILVER OAK SECURITIES, INCORPORATED 320.03%0.04%0.04%Q2 2022Q3 20235
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Rosenberg Matthew Hamilton 550.00%0.00%0.00%Q3 2022Q3 20235
Mount Lucas Management LP 550.01%0.28%0.42%Q3 2018Q3 20195
T. Rowe Price Investment Management, Inc. 550.14%0.26%0.36%Q3 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q3 2020Q3 20235
Cassady Schiller Wealth Management, LLC 410.04%0.05%0.07%Q4 2021Q3 20235
Apollon Wealth Management, LLC 310.00%0.02%0.02%Q2 2020Q3 20235
Alta Advisers Ltd 550.04%0.05%0.05%Q3 2022Q3 20235
HB Wealth Management, LLC 320.00%0.00%0.01%Q1 2022Q3 20235
Missouri Trust & Investment Co 550.00%0.01%0.04%Q4 2021Q4 20225
HRT FINANCIAL LP 110.01%0.03%0.04%Q4 2018Q3 20225
JANICZEK WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Zweig-DiMenna Associates LLC 310.01%0.02%0.02%Q1 2014Q3 20185
Providence Capital Advisors, LLC 550.01%0.01%0.01%Q4 2017Q4 20185
Kathleen S. Wright Associates Inc. 550.02%0.05%0.06%Q4 2021Q4 20225
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
TLP GROUP LLC 210.13%0.25%0.40%Q4 2015Q4 20175
Pasadena Private Wealth, LLC 550.08%0.09%0.09%Q4 2020Q4 20215
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.08%0.19%Q4 2019Q2 20235
Bruderman Asset Management, LLC 210.00%0.00%0.01%Q3 2016Q1 20195
CARDINAL CAPITAL MANAGEMENT LLC /CT 550.15%0.70%1.44%Q2 2013Q2 20145
Eudaimonia Partners, LLC 410.03%0.04%0.05%Q4 2019Q1 20215
Clearstead Trust, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 410.01%0.16%0.25%Q4 2018Q3 20235
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.10%0.20%0.30%Q4 2019Q4 20205
Ameritas Investment Company, LLC 210.00%0.01%0.01%Q4 2018Q1 20215
Allegis Investment Advisors, LLC 410.01%0.27%0.42%Q4 2015Q1 20185
PATRON PARTNERS, LLC 210.14%0.18%0.22%Q4 2020Q2 20235
Zions Bancorporation 210.00%0.00%0.00%Q1 2015Q3 20185
WILMINGTON TRUST CO 550.01%0.02%0.03%Q2 2013Q2 20145
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
Moloney Securities Asset Management, LLC 550.13%0.15%0.17%Q4 2020Q4 20215
Legg Mason Asset Management (Japan) Co., Ltd. 550.38%0.43%0.50%Q3 2014Q3 20155
AIA Investment Management Private Ltd 550.01%0.02%0.03%Q3 2019Q3 20205
BESSEMER SECURITIES LLC 550.11%0.14%0.16%Q4 2018Q4 20195
Li Winifred I 550.07%0.09%0.10%Q2 2013Q2 20145
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.00%0.00%Q2 2015Q3 20165
New Capital Management LP 550.04%0.05%0.06%Q4 2016Q4 20175
DAVIS R M INC 550.01%0.01%0.01%Q4 2020Q4 20215
Triangle Securities Wealth Management 550.34%0.40%0.42%Q1 2020Q1 20215
Invictus RG 210.01%0.30%0.54%Q4 2015Q3 20185
TimeScale Financial, Inc. 440.00%0.01%0.01%Q2 2019Q1 20204
Axiom Investment Management LLC 440.24%0.43%0.58%Q4 2018Q3 20194
SHINE INVESTMENT ADVISORY SERVICES INC 440.00%0.00%0.00%Q4 2019Q3 20204
BANQUE PICTET & CIE SA 440.00%0.01%0.01%Q3 2022Q2 20234
Main Street Research LLC 220.02%0.02%0.03%Q2 2020Q3 20214
Perkins Coie Trust Co 210.00%0.00%0.00%Q2 2019Q3 20234
Fulcrum Asset Management LLP 440.98%1.21%1.37%Q1 2021Q4 20214
ST GERMAIN D J CO INC 310.00%0.00%0.01%Q4 2022Q4 20234
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Lebenthal Asset Management, LLC 440.42%0.43%0.45%Q2 2016Q1 20174
C Partners Holding GmbH 440.05%0.09%0.11%Q4 2017Q3 20184
KAYS FINANCIAL ADVISORY CORP /ADV 440.19%0.25%0.30%Q4 2014Q3 20154
Junto Capital Management LP 312.51%3.31%5.01%Q4 2018Q1 20204
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Wealthspire Advisors, LLC 210.00%0.01%0.01%Q4 2018Q3 20214
STONERIDGE INVESTMENT PARTNERS LLC 310.14%0.28%0.66%Q2 2014Q1 20194
North Star Investment Management Corp. 440.00%0.00%0.00%Q4 2022Q3 20234
OSTERWEIS CAPITAL MANAGEMENT INC 440.87%1.08%1.18%Q1 2019Q4 20194
AIA Group Ltd 440.01%0.01%0.02%Q2 2022Q1 20234
Leucadia National 440.01%0.02%0.03%Q4 2022Q3 20234
Integrated Advisors Network LLC 440.01%0.02%0.02%Q2 2021Q1 20224
Man Investments Ltd 440.02%0.12%0.34%Q3 2013Q2 20144
Walthausen & Co., LLC 440.04%0.24%0.37%Q4 2013Q3 20144
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.01%0.02%Q3 2015Q3 20234
Veritas Investment Management (UK) Ltd 443.51%3.58%3.68%Q1 2021Q4 20214
Kaizen Advisory, LLC 310.02%0.20%0.73%Q4 2017Q4 20184
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Veritas Investment Management LLP 440.01%0.01%0.01%Q3 2019Q2 20204
Choate Investment Advisors 210.01%0.01%0.01%Q3 2017Q2 20194
Personal Capital Advisors Corp 310.00%0.00%0.00%Q2 2021Q4 20224
JACOBS LEVY EQUITY MANAGEMENT, INC 440.04%0.05%0.05%Q1 2015Q4 20154
Catamount Wealth Management 440.01%0.01%0.01%Q2 2016Q1 20174
IMPAX ASSET MANAGEMENT LLC 220.02%0.11%0.22%Q2 2013Q1 20154
Keystone Financial Services 440.13%0.14%0.16%Q4 2022Q3 20234
CARLSON CAPITAL L P 440.06%0.14%0.22%Q4 2014Q3 20154
West Family Investments, Inc. 310.08%0.10%0.11%Q2 2021Q3 20224
MATHER GROUP, LLC. 440.00%0.01%0.01%Q4 2022Q3 20234
LINCOLN NATIONAL CORP 440.01%0.01%0.01%Q4 2022Q3 20234
Regal Investment Advisors LLC 440.00%0.00%0.00%Q4 2013Q3 20144
ALLSTATE CORP 440.03%0.04%0.05%Q1 2022Q4 20224
TWO SIGMA SECURITIES, LLC 310.00%0.00%0.01%Q1 2018Q3 20224
FIRST HORIZON CORP 440.05%0.05%0.06%Q3 2020Q2 20214
BRYN MAWR TRUST Co 440.01%0.01%0.01%Q1 2021Q4 20214
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Bryn Mawr Capital Management, LLC 440.14%0.24%0.31%Q4 2022Q3 20234
FLPUTNAM INVESTMENT MANAGEMENT CO 210.02%0.08%0.14%Q1 2018Q3 20234
Invictus RG Pte. Ltd. 440.03%0.14%0.43%Q4 2013Q3 20144
Bank Julius Baer & Co. Ltd, Zurich 440.00%0.00%0.00%Q4 2020Q3 20214
Vestpro Financial Partners, Inc. dba CPF Texas 440.02%0.02%0.03%Q4 2017Q3 20184
BDO Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2020Q2 20214
Quantamental Technologies LLC 110.05%0.19%0.29%Q4 2018Q2 20214
DUBUQUE BANK & TRUST CO 440.00%0.00%0.00%Q1 2015Q4 20154
DELTA LLOYD NV 440.02%0.02%0.02%Q2 2016Q1 20174
HIGH POINT BANK & TRUST CO 440.00%0.00%0.00%Q1 2016Q4 20164
NEW YORK LIFE TRUST CO 310.00%0.09%0.19%Q2 2013Q4 20144
SCOUT INVESTMENTS, INC. 440.01%0.24%0.40%Q4 2015Q3 20164
Pendal Group Ltd 440.00%0.02%0.03%Q3 2018Q2 20194
Measured Wealth Private Client Group, LLC 220.16%0.23%0.29%Q2 2018Q2 20194
EP Wealth Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Aevitas Wealth Management, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Winton Capital Management Ltd 440.01%0.01%0.02%Q2 2013Q1 20144
Kidder Stephen W 440.15%0.16%0.19%Q4 2022Q3 20234
MD Financial Management Inc. 440.04%0.07%0.08%Q1 2021Q4 20214
Baker Avenue Asset Management, LP 440.00%0.01%0.02%Q4 2022Q3 20234
Berger Financial Group, Inc 440.69%0.80%0.89%Q1 2021Q4 20214
B. Metzler seel. Sohn & Co. Holding AG 440.29%0.31%0.33%Q4 2020Q3 20214
Gryphon Financial Partners LLC 440.07%0.08%0.11%Q4 2017Q3 20184
CITY NATIONAL BANK 440.00%0.00%0.00%Q4 2014Q3 20154
JACKSON SQUARE CAPITAL, LLC 440.01%0.02%0.02%Q4 2019Q3 20204
Natixis Investment Managers International 210.05%0.46%1.55%Q2 2018Q1 20224
NuWave Investment Management, LLC 210.02%0.16%0.42%Q3 2020Q3 20224
CLEARARC CAPITAL INC 220.05%0.06%0.06%Q2 2018Q3 20194
Farther Finance Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 441.55%1.79%2.04%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Waterloo Capital, L.P. 310.31%0.37%0.47%Q1 2020Q3 20234
Park Place Capital Corp 440.02%0.03%0.03%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.19%0.30%0.63%Q4 2022Q3 20234
Standard Family Office LLC 210.00%0.03%0.08%Q4 2020Q3 20224
Schear Investment Advisers, LLC 440.33%0.37%0.39%Q4 2022Q3 20234
G&S Capital LLC 440.01%0.01%0.01%Q4 2017Q3 20184
SYSTM Wealth Solutions LLC 440.29%0.38%0.50%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Colonial Trust Co / SC 440.02%0.04%0.06%Q4 2022Q3 20234
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
Stokes Capital Advisors, LLC 440.16%0.18%0.20%Q2 2021Q1 20224
FIRST QUADRANT LLC/CA 220.06%0.09%0.16%Q2 2016Q4 20174
Corient Private Wealth LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.11%0.12%0.13%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.02%0.02%0.02%Q4 2020Q3 20214
Braun-Bostich & Associates Inc. 440.47%0.55%0.60%Q4 2020Q3 20214
Pine River Capital Management L.P. 310.00%0.01%0.01%Q3 2014Q4 20154
San Luis Wealth Advisors LLC 210.04%0.66%1.82%Q3 2021Q1 20234
REYNOLDS CAPITAL MANAGEMENT LLC 210.12%0.23%0.45%Q4 2013Q1 20154
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Key Client Fiduciary Advisors, LLC 440.30%0.32%0.35%Q4 2022Q3 20234
PALISADE CAPITAL MANAGEMENT, LP 440.01%0.14%0.26%Q4 2015Q3 20164
Zullo Investment Group, Inc. 440.01%0.01%0.01%Q1 2022Q4 20224
Operose Advisors LLC 440.10%0.11%0.15%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 440.95%1.11%1.22%Q4 2021Q3 20224
Main Street Financial Solutions, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Adero Partners, LLC 310.03%0.03%0.03%Q2 2022Q3 20234
AMERICAN NATIONAL BANK 440.00%0.00%0.00%Q4 2022Q3 20234
Point72 Asset Management, L.P. 440.00%0.03%0.09%Q2 2019Q1 20204
Magnus Financial Group LLC 310.03%0.04%0.04%Q2 2019Q2 20204
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Legacy Capital Wealth Partners, LLC 210.15%0.18%0.21%Q4 2020Q3 20234
HORAN CAPITAL MANAGEMENT 441.42%1.83%1.99%Q1 2020Q4 20204
Meeder Advisory Services, Inc. 440.02%0.03%0.03%Q4 2022Q3 20234
McElhenny Sheffield Capital Management, LLC 440.29%0.34%0.39%Q3 2021Q2 20224
J.Safra Asset Management Corp 440.08%0.30%0.58%Q4 2015Q3 20164
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
GlobalBridge, Inc. 440.16%0.23%0.28%Q2 2013Q1 20144
Palo Capital, Inc. 440.77%1.02%1.25%Q4 2014Q3 20154
Horizon Kinetics 440.02%0.02%0.02%Q1 2018Q4 20184
GAMCO INVESTORS, INC. ET AL 310.00%0.00%0.01%Q1 2018Q4 20204
Nilsine Partners, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
SRB CORP 330.06%0.10%0.12%Q4 2020Q2 20213
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 330.50%0.77%0.92%Q4 2021Q2 20223
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q4 20193
McAdams Wright Ragen, Inc. 330.19%0.35%0.45%Q1 2014Q3 20143
CI Global Investments Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Espalier Global Management LLC 330.75%0.99%1.18%Q2 2013Q4 20133
Alyeska Investment Group, L.P. 210.01%0.08%0.14%Q3 2019Q2 20203
Price Wealth, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
SAC Capital Advisors LP 330.00%0.00%0.00%Q3 2013Q1 20143
Pinkerton Retirement Specialists, LLC 330.07%0.08%0.09%Q2 2016Q4 20163
ATLAS CAPITAL ADVISORS LLC 210.01%0.04%0.11%Q3 2018Q2 20213
Capital International Investors 330.10%0.14%0.18%Q1 2023Q3 20233
Airain ltd 110.01%0.02%0.04%Q2 2015Q2 20173
Desjardins Global Asset Management Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
COMERICA SECURITIES INC 330.03%0.04%0.04%Q3 2017Q1 20183
LMR Partners LLP 330.12%0.38%0.52%Q3 2015Q1 20163
Index Management Solutions, LLC 330.02%0.05%0.07%Q1 2014Q3 20143
Sustainable Insight Capital Management, LLC 210.18%0.31%0.42%Q4 2020Q4 20223
Alpha Cubed Investments, LLC 330.05%0.06%0.06%Q3 2018Q1 20193
Tuttle Capital Management, LLC 110.12%0.56%1.08%Q1 2019Q2 20213
Cornerstone Management, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Fort Point Capital Partners LLC 330.03%0.03%0.04%Q3 2021Q1 20223
Select Equity Group, L.P. 330.12%0.21%0.28%Q1 2023Q3 20233
Riverview Trust Co 330.02%0.02%0.03%Q1 2022Q3 20223
Crosspoint Capital Strategies, LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Full Value Advisors, LLC 330.42%1.13%1.48%Q2 2007Q4 20073
WINDACRE PARTNERSHIP LLC 335.94%8.71%11.79%Q4 2014Q2 20153
Vantage Investment Advisors, LLC 210.00%0.00%0.00%Q2 2016Q3 20183
Fusion Investment Group, LLC 330.07%0.10%0.16%Q1 2014Q3 20143
Dynamic Advisor Solutions LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Sullivan, Bruyette, Speros & Blaney, LLC 210.01%0.01%0.01%Q2 2020Q1 20213
Allen Capital Group, LLC 330.20%0.21%0.21%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.01%0.02%Q4 2017Q4 20183
Burt Wealth Advisors 330.01%0.01%0.01%Q4 2015Q2 20163
Numeric Investors LLC 110.01%0.02%0.02%Q4 2014Q2 20163
Merit Financial Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
FinTrust Capital Advisors, LLC 210.00%0.00%0.00%Q4 2018Q4 20203
BRIGHTON JONES LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Clark Capital Management Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
EDMOND DE ROTHSCHILD HOLDING S.A. 210.00%0.00%0.01%Q2 2018Q1 20233
Jackson, Grant Investment Advisers, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
VIRGINIA RETIREMENT SYSTEMS ET AL 330.02%0.04%0.07%Q3 2018Q1 20193
HighVista Strategies LLC 210.28%0.36%0.46%Q2 2018Q1 20193
Sunriver Management LLC 334.37%5.26%6.54%Q4 2019Q2 20203
Capital Asset Advisory Services LLC 210.02%0.09%0.14%Q4 2019Q4 20203
Opus Capital Group, LLC 330.04%0.05%0.05%Q4 2015Q2 20163
Skye Global Management LP 210.04%0.09%0.14%Q2 2019Q1 20203
SIMON QUICK ADVISORS, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Mutual Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Lunia Capital LP 333.13%3.61%3.85%Q2 2020Q4 20203
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Icon Wealth Partners, LLC 110.02%0.02%0.02%Q4 2017Q1 20193
GQ Asset Management, LLC 330.06%0.08%0.11%Q3 2019Q1 20203
Belpointe Asset Management LLC 210.01%0.03%0.08%Q3 2018Q1 20233
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.02%0.02%Q4 2017Q3 20183
Pinnacle Wealth Planning Services, Inc. 210.02%0.03%0.04%Q4 2020Q3 20233
Quadrant Private Wealth Management, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Neo Ivy Capital Management 110.02%0.23%0.41%Q2 2019Q3 20223
IFG Advisory, LLC 210.02%0.04%0.04%Q2 2018Q3 20233
Aries Wealth Management 330.08%0.09%0.09%Q2 2021Q4 20213
Foresight Wealth Management, LLC 330.05%0.06%0.06%Q4 2020Q2 20213
Clarus Wealth Advisors 330.01%0.01%0.01%Q2 2018Q4 20183
Financial Advocates Investment Management 330.01%0.02%0.02%Q3 2020Q1 20213
6 Meridian 210.02%0.03%0.06%Q4 2017Q2 20213
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20213
Timber Hill LLC 210.00%0.00%0.00%Q3 2013Q2 20143
FNY Investment Advisers, LLC 110.00%0.02%0.06%Q2 2018Q1 20193
Foundations Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
CYNOSURE ADVISORS, LLC 330.11%0.12%0.15%Q4 2017Q2 20183
Oak Thistle LLC 210.12%0.62%1.51%Q4 2022Q3 20233
ALGERT GLOBAL LLC 210.01%0.16%0.28%Q3 2013Q3 20233
Claro Advisors LLC 210.05%0.06%0.09%Q4 2018Q3 20233
Kozak & Associates, Inc. 330.02%0.02%0.02%Q3 2021Q1 20223
Hoover Financial Advisors, Inc. 330.01%0.01%0.01%Q4 2020Q2 20213
Semmax Financial Advisors Inc. 330.00%0.01%0.02%Q4 2018Q2 20193
OSTRUM ASSET MANAGEMENT 330.04%0.08%0.10%Q1 2023Q3 20233
Bay Harbor Wealth Management, LLC 330.02%0.03%0.03%Q4 2018Q2 20193
TWINBEECH CAPITAL LP 210.05%0.28%0.52%Q1 2020Q4 20223
Bremer Bank National Association 330.04%0.05%0.06%Q1 2019Q3 20193
TRANSCEND CAPITAL ADVISORS, LLC 330.07%0.10%0.13%Q1 2023Q3 20233
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
FINANCIAL COUNSELORS INC 210.01%0.01%0.01%Q4 2020Q2 20223
tru Independence LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Sound Financial Strategies Group, LLC 330.31%0.34%0.36%Q2 2021Q4 20213
Cascadia Advisory Services, LLC 210.04%0.05%0.06%Q4 2019Q3 20213
CFM WEALTH PARTNERS LLC 330.01%0.01%0.01%Q4 2019Q2 20203
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.00%0.01%0.01%Q1 2022Q3 20223
Cadent Capital Advisors, LLC 210.11%0.12%0.15%Q4 2020Q3 20233
Aquatic Capital Management LLC 210.06%0.29%0.71%Q4 2021Q4 20223
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Truadvice, LLC 330.10%0.15%0.17%Q1 2023Q3 20233
Vise Technologies, Inc. 330.08%0.36%0.62%Q4 2021Q2 20223
OCCUDO QUANTITATIVE STRATEGIES LP 210.04%0.10%0.18%Q2 2021Q2 20223
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
XTX Topco Ltd 210.07%0.12%0.20%Q3 2021Q4 20223
Ten Capital Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
E Fund Management Co., Ltd. 210.01%0.01%0.02%Q1 2021Q4 20213
Kensington Investment Counsel, LLC 330.62%0.76%0.94%Q1 2023Q3 20233
Freedman Financial Associates, Inc. 210.00%0.00%0.00%Q2 2021Q1 20223
Continuum Advisory, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.01%0.01%Q4 2021Q3 20223
Capital Group Private Client Services, Inc. 330.03%0.07%0.10%Q1 2023Q3 20233
Better Money Decisions, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Regency Capital Management Inc.\DE 330.00%0.67%1.31%Q1 2021Q3 20213
Sageworth Trust Co of South Dakota 330.01%0.02%0.05%Q4 2021Q2 20223
Carmel Capital Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Wedmont Private Capital 210.02%0.06%0.09%Q2 2022Q3 20233
Brown Shipley& Co Ltd 330.02%0.03%0.05%Q1 2023Q3 20233
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Fund Management at Engine No. 1 LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.03%0.03%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Forza Wealth Management, LLC 330.43%0.48%0.53%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
LGT Financial Advisors LLC 330.25%0.32%0.41%Q1 2023Q3 20233
Linden Thomas Advisory Services, LLC 330.28%0.31%0.32%Q4 2022Q2 20233
Empire Financial Management Company, LLC 330.10%0.11%0.13%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.20%0.28%0.40%Q1 2023Q3 20233
RAMSEY QUANTITATIVE SYSTEMS 330.48%0.64%0.82%Q3 2016Q1 20173
BURKE & HERBERT BANK & TRUST CO 330.13%0.13%0.14%Q2 2021Q4 20213
Power Corp of Canada 330.02%0.03%0.03%Q3 2022Q1 20233
MOODY NATIONAL BANK TRUST DIVISION 210.00%0.00%0.01%Q4 2018Q3 20233
Brandywine Global Investment Management, LLC 330.01%0.01%0.02%Q1 2014Q3 20143
GABELLI FUNDS LLC 330.01%0.03%0.05%Q1 2018Q3 20183
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 330.03%0.05%0.06%Q3 2014Q1 20153
TWIN CAPITAL MANAGEMENT INC 210.05%0.08%0.13%Q2 2016Q4 20183
Capital International, Inc./CA/ 330.02%0.06%0.08%Q1 2023Q3 20233
PEAPACK GLADSTONE FINANCIAL CORP 210.00%0.00%0.00%Q3 2022Q2 20233
OLD SECOND NATIONAL BANK OF AURORA 330.00%0.00%0.00%Q3 2015Q1 20163
NIPPON LIFE INSURANCE CO 330.02%0.02%0.02%Q1 2017Q3 20173
StoneX Group Inc. 210.59%1.13%1.57%Q3 2016Q2 20173
ABNER HERRMAN & BROCK LLC 330.04%0.04%0.05%Q3 2022Q1 20233
CONNABLE OFFICE INC 210.06%0.06%0.06%Q4 2013Q4 20143
BAR HARBOR WEALTH MANAGEMENT 210.03%0.03%0.03%Q1 2018Q2 20193
FARR MILLER & WASHINGTON LLC/DC 330.02%0.02%0.02%Q1 2018Q3 20183
KOCH INDUSTRIES INC 330.04%0.06%0.08%Q3 2017Q1 20183
HBK INVESTMENTS L P 110.00%0.00%0.01%Q1 2015Q3 20163
TOEWS CORP /ADV 110.05%0.14%0.30%Q3 2020Q3 20213
MAVERICK CAPITAL LTD 330.00%0.00%0.00%Q1 2021Q3 20213
TIEDEMANN ADVISORS, LLC 110.01%0.03%0.04%Q4 2016Q4 20193
Sageworth Trust Co 330.00%0.00%0.00%Q2 2021Q4 20213
Morningstar Investment Services LLC 330.18%0.20%0.22%Q1 2023Q3 20233
Holistic Financial Partners 220.00%0.00%0.00%Q4 2017Q1 20182
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q4 20192
HighPoint Advisor Group LLC 110.06%0.06%0.07%Q3 2021Q2 20222
City State Bank 220.00%0.00%0.00%Q2 2023Q3 20232
Caprock Group, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
AGF MANAGEMENT LTD 220.02%0.02%0.02%Q4 2022Q1 20232
Canton Hathaway, LLC 110.00%0.03%0.06%Q3 2020Q1 20212
Syntal Capital Partners, LLC 220.73%0.74%0.76%Q2 2018Q3 20182
Linscomb & Williams, Inc. 220.05%0.06%0.06%Q4 2019Q1 20202
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20232
Point72 Middle East FZE 110.03%0.03%0.04%Q4 2022Q3 20232
Visium Asset Management, LP 110.00%0.00%0.00%Q3 2014Q2 20152
Strategic Wealth Partners, Ltd. 220.00%0.00%0.00%Q4 2017Q1 20182
Axim Planning & Wealth 220.01%0.01%0.02%Q2 2022Q3 20222
Claret Asset Management Corp 110.04%0.04%0.04%Q4 2021Q3 20232
QUANTRES ASSET MANAGEMENT Ltd 220.15%0.30%0.45%Q3 2018Q4 20182
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q3 20132
Joel Isaacson & Co., LLC 220.00%0.00%0.00%Q4 2012Q1 20132
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Cadence Bank 220.02%0.02%0.03%Q4 2017Q1 20182
Checchi Capital Advisers, LLC 220.01%0.01%0.01%Q1 2016Q2 20162
Parkwood LLC 110.05%0.07%0.10%Q4 2013Q4 20152
Meredith Wealth Planning 220.20%0.20%0.20%Q4 2022Q1 20232
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
Allred Capital Management, LLC 110.07%0.07%0.07%Q4 2019Q1 20212
STRATEGIC INVESTMENT MANAGEMENT, LLC 220.08%0.08%0.09%Q2 2014Q3 20142
Pearl River Capital, LLC 110.06%0.11%0.16%Q4 2019Q2 20212
Prana Capital Management, LP 110.06%0.20%0.33%Q4 2022Q2 20232
Woodline Partners LP 220.01%0.03%0.04%Q2 2023Q3 20232
DENALI ADVISORS LLC 220.67%0.70%0.72%Q4 2015Q1 20162
Graham Capital Management, L.P. 110.02%0.03%0.04%Q3 2022Q3 20232
BFSG, LLC 220.20%0.21%0.22%Q2 2018Q3 20182
Fortis Capital Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Johnson Financial Group, LLC 220.16%0.16%0.17%Q4 2017Q1 20182
SpiderRock Advisors, LLC 110.00%0.01%0.02%Q1 2017Q1 20172
Mizuho Trust & Banking Co., Ltd. 220.04%0.04%0.04%Q2 2016Q3 20162
MONECO Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Donoghue Forlines LLC 110.26%0.28%0.30%Q2 2019Q3 20232
Summit Trail Advisors, LLC 110.00%0.02%0.05%Q4 2017Q2 20182
Parametrica Management Ltd 220.15%0.16%0.16%Q3 2017Q4 20172
Summit Financial, LLC 220.05%0.05%0.06%Q2 2023Q3 20232
New Hampshire Trust 220.01%0.02%0.02%Q4 2022Q1 20232
Essex Savings Bank 220.01%0.01%0.01%Q4 2018Q1 20192
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2014Q1 20162
Hudson Bay Capital Management LP 110.08%0.08%0.08%Q2 2018Q4 20192
Phillips Wealth Planners LLC 220.28%0.29%0.31%Q2 2023Q3 20232
MANA Advisors LLC 111.11%1.15%1.20%Q3 2018Q3 20192
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2019Q3 20192
TURNER INVESTMENTS LLC 110.18%0.34%0.49%Q1 2016Q3 20162
NORTHERN TRUST CO OF CONNECTICUT 220.04%0.04%0.04%Q2 2013Q3 20132
Perigon Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20212
Mizuho Asset Management Co.,Ltd. 220.02%0.02%0.02%Q2 2016Q3 20162
LOEB PARTNERS CORP 220.00%0.06%0.12%Q4 2018Q1 20192
Alexandria Capital, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Shinko Asset Management Co., Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Bluefin Trading, LLC 110.03%0.03%0.03%Q3 2015Q1 20162
TradeLink Global Equity LLC 110.28%0.41%0.54%Q3 2013Q1 20142
FNY Managed Accounts LLC 110.00%0.15%0.30%Q1 2017Q1 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Goldstein Advisors, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Psagot Value Holdings Ltd. / (Israel) 220.06%0.07%0.08%Q3 2021Q4 20212
MURPHY CAPITAL MANAGEMENT INC 110.02%0.03%0.03%Q4 2020Q4 20212
JENNISON ASSOCIATES LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Knowledge Leaders Capital, LLC 220.56%0.57%0.58%Q2 2020Q3 20202
Capitolis Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20212
Convergence Investment Partners, LLC 110.00%0.19%0.38%Q1 2018Q3 20232
HIGH POINTE CAPITAL MANAGEMENT LLC 220.85%0.89%0.93%Q2 2013Q3 20132
Savant Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Harbour Capital Advisors, LLC 110.02%0.09%0.17%Q4 2015Q1 20172
Estate Counselors, LLC 220.13%0.14%0.14%Q4 2021Q1 20222
Capula Management Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
Kemnay Advisory Services Inc. 220.08%0.21%0.34%Q1 2020Q2 20202
Bellwether Investment Group, LLC 220.01%0.02%0.02%Q4 2016Q1 20172
Delphi Private Advisors LLC 220.00%0.00%0.00%Q2 2016Q3 20162
First Capital Advisors Group, LLC. 110.00%0.01%0.03%Q1 2018Q2 20232
Parcion Private Wealth LLC 220.08%0.08%0.08%Q4 2019Q1 20202
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.01%0.01%Q1 2018Q3 20232
ALETHEA CAPITAL MANAGEMENT, LLC 110.35%0.60%0.85%Q2 2020Q3 20212
Emerald Acquisition Ltd. 220.02%0.02%0.02%Q2 2016Q3 20162
CACTI ASSET MANAGEMENT LLC 220.11%0.13%0.15%Q2 2013Q3 20132
WealthStone, Inc. 220.00%0.07%0.14%Q1 2019Q2 20192
Alpha Quant Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Gyon Technologies Capital Management, LP 110.00%0.12%0.24%Q3 2021Q4 20222
Premier Fund Managers Ltd 221.10%1.27%1.45%Q2 2023Q3 20232
Truvestments Capital LLC 110.02%0.04%0.05%Q3 2018Q3 20232
Global Wealth Management Investment Advisory, Inc. 220.00%0.00%0.01%Q4 2018Q1 20192
Polar Asset Management Partners Inc. 110.00%0.01%0.01%Q4 2020Q3 20212
Milestone Investment Advisors LLC 110.03%0.03%0.03%Q1 2023Q3 20232
LBP AM SA 220.03%0.03%0.03%Q2 2023Q3 20232
Jane Street Holding, LLC 220.01%0.02%0.04%Q2 2013Q3 20132
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2018Q3 20182
Petrus Trust Company, LTA 220.05%0.06%0.06%Q4 2022Q1 20232
Signition LP 220.18%0.23%0.28%Q2 2018Q3 20182
Liontrust Investment Partners LLP 110.01%0.01%0.01%Q4 2020Q3 20212
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
FAIRFIELD, BUSH & CO. 220.00%0.00%0.01%Q2 2013Q3 20132
Bronson Point Management LLC 220.68%1.02%1.35%Q2 2015Q3 20152
Banyan Partners, LLC 110.02%0.02%0.02%Q3 2013Q3 20142
DRIEHAUS CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q4 2016Q1 20172
RiverFront Investment Group, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
PARADIGM ASSET MANAGEMENT CO LLC 220.16%0.17%0.17%Q2 2022Q3 20222
iSAM Funds (UK) Ltd 220.28%0.32%0.35%Q2 2023Q3 20232
First Affirmative Financial Network 220.25%0.26%0.27%Q3 2023Q4 20232
R&F Capital Advisors LP 220.09%0.09%0.10%Q4 2016Q1 20172
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
SCOTIA CAPITAL INC. 220.02%0.02%0.02%Q3 2016Q4 20162
Philadelphia Financial Management of San Francisco, LLC 223.24%3.87%4.49%Q1 2020Q2 20202
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.00%Q3 2016Q4 20162
Strategic Blueprint, LLC 110.01%0.03%0.05%Q3 2019Q2 20212
Portside Wealth Group, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q1 2023Q3 20232
ORG Partners LLC 220.00%0.02%0.04%Q2 2023Q3 20232
U S GLOBAL INVESTORS INC 220.07%0.12%0.17%Q3 2015Q4 20152
Caldwell Investment Management Ltd. 220.83%1.61%2.40%Q4 2021Q1 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
UNION SAVINGS BANK 220.06%0.07%0.07%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
ISTHMUS PARTNERS, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MQS Management LLC 110.15%0.18%0.21%Q1 2022Q3 20222
Kingsview Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Price Capital Management, Inc. 110.45%0.74%1.03%Q1 2015Q3 20152
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q4 2020Q1 20212
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.01%0.03%Q1 2021Q2 20212
Stevard, LLC 220.20%0.21%0.22%Q2 2020Q3 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
MIRABELLA FINANCIAL SERVICES LLP 110.07%0.08%0.09%Q1 2021Q2 20222
Souders Financial Advisors 220.04%0.05%0.05%Q2 2023Q3 20232
CARL STUART INVESTMENT ADVISOR, INC 110.02%7.07%14.12%Q1 2022Q1 20232
Charter Oak Capital Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Acrospire Investment Management LLC 110.00%0.05%0.10%Q1 2016Q2 20172
ZEVENBERGEN CAPITAL INVESTMENTS LLC 220.08%0.10%0.12%Q2 2023Q3 20232
America First Investment Advisors, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
Spotlight Asset Group, Inc. 220.13%0.15%0.18%Q2 2023Q3 20232
Ruggie Capital Group 220.00%0.00%0.00%Q1 2015Q2 20152
Banco de Sabadell, S.A 220.14%0.15%0.16%Q1 2020Q2 20202
Avion Wealth 110.00%0.00%0.00%Q1 2023Q3 20232
Exchange Bank 220.36%0.37%0.39%Q2 2023Q3 20232
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q3 20182
Smart Portfolios, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Ceredex Value Advisors LLC 220.82%0.88%0.93%Q1 2020Q2 20202
Industrial Alliance Investment Management Inc. 220.00%0.01%0.01%Q4 2022Q1 20232
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
FormulaFolio Investments, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
V-Square Quantitative Management LLC 220.09%0.11%0.14%Q2 2023Q3 20232
Accretive Wealth Partners, LLC 220.27%0.27%0.28%Q2 2021Q3 20212
Summit Wealth Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
SMITH ASSET MANAGEMENT GROUP LP 220.27%0.29%0.30%Q1 2015Q2 20152
Golden State Equity Partners 220.06%0.08%0.09%Q2 2023Q3 20232
JSF Financial, LLC 110.18%0.18%0.18%Q4 2021Q3 20222
BAIRD ROBERT W & CO INC /WI/ 220.07%0.08%0.10%Q4 2014Q1 20152
Jackson Wealth Management, LLC 220.40%0.45%0.49%Q3 2022Q4 20222
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
ADAMS DIVERSIFIED EQUITY FUND, INC. 220.38%0.55%0.71%Q4 2018Q1 20192
Tibra Equities Europe Ltd 110.31%0.31%0.31%Q2 2018Q4 20192
Crabel Capital Management, LLC 220.16%0.17%0.17%Q3 2019Q4 20192
Weiss Asset Management LP 110.06%0.06%0.06%Q1 2020Q1 20201
CONNING INC. 110.01%0.01%0.01%Q4 2020Q4 20201
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SG3 Management, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
NIXON PEABODY TRUST CO 110.22%0.22%0.22%Q3 2023Q3 20231
Barber Financial Group, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
ADVANCE CAPITAL I INC 110.19%0.19%0.19%Q3 2013Q3 20131
Compass Ion Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
BlueCrest Capital Management LLP 110.07%0.07%0.07%Q4 2013Q4 20131
THOROUGHBRED FINANCIAL SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Aquila Investment Management LLC 111.15%1.15%1.15%Q4 2021Q4 20211
Trust Asset Management LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MENTA CAPITAL LLC 110.03%0.03%0.03%Q4 2014Q4 20141
Dorsey & Whitney Trust CO LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Crow Point Partners, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
BSW Wealth Partners 110.06%0.06%0.06%Q3 2022Q3 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2019Q3 20191
FJ Capital Management LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
New England Research & Management, Inc. 110.16%0.16%0.16%Q1 2021Q1 20211
Aristides Capital LLC 110.50%0.50%0.50%Q4 2019Q4 20191
GeoWealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LUCUS ADVISORS LLC 110.21%0.21%0.21%Q4 2014Q4 20141
Empowered Funds, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ASTER INVESTMENT MANAGEMENT CO INC 110.80%0.80%0.80%Q2 2013Q2 20131
Delpha Capital Management, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Quantitative Systematic Strategies LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Thor Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Kernodle & Katon Asset Management Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Tradeworx Inc. 110.48%0.48%0.48%Q4 2013Q4 20131
Arlington Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Virtus ETF Advisers LLC 110.38%0.38%0.38%Q4 2022Q4 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Horan Capital Advisors, LLC. 110.02%0.02%0.02%Q3 2017Q3 20171
GW HENSSLER & ASSOCIATES LTD 110.03%0.03%0.03%Q3 2015Q3 20151
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2021Q1 20211
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q1 2018Q1 20181
Alpine Global Management, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
Lyon Street Capital, LLC 111.09%1.09%1.09%Q4 2021Q4 20211
Colonial Trust Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Incline Global Management LLC 112.90%2.90%2.90%Q3 2017Q3 20171
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Potomac Capital Management, Inc. 110.49%0.49%0.49%Q2 2014Q2 20141
JS Capital Management LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Montecito Bank & Trust 110.02%0.02%0.02%Q4 2016Q4 20161
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
COOLIDGE FRANCIS L 110.10%0.10%0.10%Q2 2013Q2 20131
PIERSHALE FINANCIAL GROUP, INC. 110.00%0.00%0.00%Q3 2016Q3 20161
ZEKE CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
AMF Tjanstepension AB 110.02%0.02%0.02%Q2 2023Q2 20231
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
WEXFORD CAPITAL LP 110.02%0.02%0.02%Q3 2020Q3 20201
LUPO SECURITIES, LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Delta Lloyd Asset Management N.V. 110.02%0.02%0.02%Q2 2017Q2 20171
UNIVERSITY OF NOTRE DAME DU LAC 112.72%2.72%2.72%Q2 2020Q2 20201
STERNE AGEE GROUP, INC. 110.10%0.10%0.10%Q1 2015Q1 20151
Meritage Group LP 110.01%0.01%0.01%Q4 2022Q4 20221
BOSTON FAMILY OFFICE LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Segantii Capital Management Ltd 110.12%0.12%0.12%Q3 2015Q3 20151
Meristem Family Wealth, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
BBT Capital Management, LLC 110.32%0.32%0.32%Q2 2019Q2 20191
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
EFG CAPITAL INTERNATIONAL CORP. 110.29%0.29%0.29%Q2 2023Q2 20231
Irish Life Investment Managers Ltd. 110.02%0.02%0.02%Q2 2013Q2 20131
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
HALSEY ASSOCIATES INC/CT 110.04%0.04%0.04%Q1 2018Q1 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
TFS CAPITAL LLC 110.07%0.07%0.07%Q3 2016Q3 20161
CORBYN INVESTMENT MANAGEMENT INC/MD 110.09%0.09%0.09%Q1 2016Q1 20161
Amalgamated Financial Corp. 110.04%0.04%0.04%Q1 2022Q1 20221
INCEPTIONR LLC 110.25%0.25%0.25%Q2 2023Q2 20231
BNC WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Advisor Resource Council 110.22%0.22%0.22%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Alpha Paradigm Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
TrueWealth Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Sentry Investments Corp. 110.00%0.00%0.00%Q1 2017Q1 20171
EWA, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Astrantus Ltd 110.24%0.24%0.24%Q4 2021Q4 20211
DCM Advisors, LLC 110.67%0.67%0.67%Q4 2020Q4 20201
GraniteShares Advisors LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RMR Wealth Builders 110.01%0.01%0.01%Q1 2021Q1 20211
Wealth Quarterback LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
NWK Group, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
CAAS CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q4 2022Q4 20221
DHJJ Financial Advisors, Ltd. 110.05%0.05%0.05%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Silver Bridge Capital Management LLC 110.04%0.04%0.04%Q2 2013Q2 20131
AtonRa Partners 111.10%1.10%1.10%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lion Street Advisors, LLC 111.17%1.17%1.17%Q2 2021Q2 20211
SkyView Investment Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
General Partner, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Crestline Management, LP 110.00%0.00%0.00%Q3 2016Q3 20161
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
TECTONIC ADVISORS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Williams Jones Wealth Management, LLC. 110.00%0.00%0.00%Q4 2021Q4 20211
Innovative Portfolios 110.75%0.75%0.75%Q1 2021Q1 20211
Cinctive Capital Management LP 110.08%0.08%0.08%Q2 2021Q2 20211
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2022Q4 20221
NICOLET ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Boundary Creek Advisors LP 112.07%2.07%2.07%Q2 2023Q2 20231
Weatherstone Capital Management 110.15%0.15%0.15%Q1 2018Q1 20181
Van Leeuwen & Company, LLC 110.22%0.22%0.22%Q2 2020Q2 20201
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Lake Point Wealth Management 110.07%0.07%0.07%Q4 2018Q4 20181
Inscription Capital, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Noked Israel Ltd 110.37%0.37%0.37%Q3 2019Q3 20191
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q2 2014Q2 20141
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
9258 Wealth Management, LLC 110.20%0.20%0.20%Q4 2018Q4 20181
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Diversified Trust Co 110.01%0.01%0.01%Q4 2023Q4 20231
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Qsemble Capital Management, LP 110.23%0.23%0.23%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JMAC ENTERPRISES LLC 110.07%0.07%0.07%Q2 2023Q2 20231
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WealthOne, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Landsberg, Bennett, & Dubbaneh LLC 110.35%0.35%0.35%Q4 2018Q4 20181
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Investment Advisors / MI 110.14%0.14%0.14%Q2 2019Q2 20191
PRW Wealth Management LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Quantinno Capital Management LP 110.08%0.08%0.08%Q3 2023Q3 20231
Alera Investment Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
LGT Group Foundation 110.01%0.01%0.01%Q3 2023Q3 20231
Autumn Glory Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.05%0.05%0.05%Q4 2021Q4 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.15%0.15%0.15%Q1 2023Q1 20231
Cox Capital Mgt LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Aquire Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DUALITY ADVISERS, LP 110.09%0.09%0.09%Q4 2022Q4 20221
WELD CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Seaside Wealth Management, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Dai-ichi Life Holdings, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Apex Capital Management 110.79%0.79%0.79%Q1 2016Q1 20161
Northwest Bank & Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Atom Investors LP 110.12%0.12%0.12%Q1 2023Q1 20231
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Castleview Partners, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
DSC Advisors, L.P. 111.18%1.18%1.18%Q3 2013Q3 20131
UNIQUE WEALTH, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CNB Bank 110.00%0.00%0.00%Q1 2022Q1 20221
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 110.57%0.57%0.57%Q3 2016Q3 20161
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2019Q3 20191
Paulson Wealth Management Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
SeaBridge Investment Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Ibex Investors LLC 110.11%0.11%0.11%Q3 2018Q3 20181
INSIGNEO ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Quarry LP 110.00%0.00%0.00%Q1 2023Q1 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SHERBROOKE PARK ADVISERS LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Absolute Return Capital, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
ProVise Management Group, LLC 110.06%0.06%0.06%Q3 2016Q3 20161
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
USCA RIA LLC 110.01%0.01%0.01%Q1 2020Q1 20201
OFI INVEST ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Epoch Investment Partners, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
United Community Bank 110.04%0.04%0.04%Q3 2023Q3 20231
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q1 2022Q1 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Valued Wealth Advisors LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Willis Investment Counsel 110.02%0.02%0.02%Q3 2022Q3 20221
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FOSTER & MOTLEY INC 110.05%0.05%0.05%Q1 2018Q1 20181
Bridgefront Capital, LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Diametric Capital, LP 110.18%0.18%0.18%Q3 2018Q3 20181
Redwood Investment Management, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Parisi Gray Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
Parplus Partners 110.04%0.04%0.04%Q4 2019Q4 20191
DEERE & CO 110.01%0.01%0.01%Q4 2014Q4 20141
Haafor (Singapore) Pte. Ltd. 110.34%0.34%0.34%Q2 2020Q2 20201
Noked Capital LTD 110.37%0.37%0.37%Q3 2019Q3 20191
DAVIDSON INVESTMENT ADVISORS 110.01%0.01%0.01%Q2 2015Q2 20151
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2018Q3 20181
RITHOLTZ WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2022Q3 20221
Ullmann Wealth Partners Group, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Perennial Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Beirne Wealth Consulting Services, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
Ostrum Asset Management U.S., LLC 110.08%0.08%0.08%Q4 2018Q4 20181
NorthCoast Asset Management LLC 110.15%0.15%0.15%Q4 2015Q4 20151
UBS OCONNOR LLC 110.01%0.01%0.01%Q2 2015Q2 20151
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q1 2018Q1 20181
IBEX WEALTH ADVISORS 110.02%0.02%0.02%Q4 2016Q4 20161
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
JUMP TRADING, LLC 110.21%0.21%0.21%Q2 2020Q2 20201
PERSONAL CFO SOLUTIONS, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Inspire Investing, LLC 110.18%0.18%0.18%Q3 2018Q3 20181
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Garda Capital Partners LP 110.01%0.01%0.01%Q3 2023Q3 20231
BRC Investment Management LLC 111.78%1.78%1.78%Q1 2015Q1 20151
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q2 2017Q2 20171
FFT WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2021Q2 20211
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Findlay Park Partners LLP 110.17%0.17%0.17%Q2 2013Q2 20131
BAILARD, INC. 110.54%0.54%0.54%Q4 2015Q4 20151
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
BBR PARTNERS, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Lavaca Capital LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Pluribus Labs, LLC 110.40%0.40%0.40%Q4 2021Q4 20211
Farmer Steven Patrick 111.80%1.80%1.80%Q2 2022Q2 20221
RFG Advisory, LLC 110.40%0.40%0.40%Q4 2014Q4 20141
Patten Group, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q4 2020Q4 20201
Geller Advisors LLC 110.04%0.04%0.04%Q3 2022Q3 20221
NBC SECURITIES, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
Amplify Investments, LLC 111.34%1.34%1.34%Q1 2018Q1 20181
External links

This page lists all the filers that currently own BROADRIDGE FINL SOLUTIONS IN or have owned BROADRIDGE FINL SOLUTIONS IN in the past.