COSTCO WHSL CORP NEW shareholder history

Current and past COSTCO WHSL CORP NEW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.08%0.32%Q1 2012Q3 2023138
HSBC HOLDINGS PLC 47470.00%0.09%0.44%Q1 2012Q3 2023128
BANK OF AMERICA CORP /DE/ 42420.00%0.10%0.48%Q2 2013Q3 2023126
D. E. Shaw & Co., Inc. 42420.00%0.12%0.98%Q2 2013Q3 2023126
CITIGROUP INC 42420.01%0.07%0.27%Q2 2013Q3 2023126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.10%0.31%Q2 2013Q3 2023125
Parallax Volatility Advisers, L.P. 42420.00%0.07%0.41%Q2 2013Q3 2023118
BARCLAYS PLC 42420.00%0.07%0.58%Q2 2013Q3 2023111
Walleye Trading LLC 42420.00%0.05%0.18%Q2 2013Q3 2023110
CAPITAL FUND MANAGEMENT S.A. 42420.00%0.22%1.21%Q2 2013Q3 2023104
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.07%0.32%Q2 2013Q3 2023102
UBS Group AG 36360.00%0.10%0.53%Q4 2014Q3 2023100
Citadel Advisors 3470.00%0.11%0.40%Q2 2013Q3 202399
JANE STREET GROUP, LLC 3620.01%0.09%0.60%Q1 2014Q3 202396
MILLENNIUM MANAGEMENT LLC 3470.00%0.07%0.49%Q2 2013Q3 202395
Twin Tree Management, LP 24170.00%0.09%0.42%Q4 2012Q1 202393
ROYAL BANK OF CANADA 42420.00%0.16%0.67%Q2 2013Q3 202392
CREDIT SUISSE AG/ 43430.00%0.09%0.35%Q1 2013Q3 202391
WOLVERINE TRADING, LLC 30300.00%0.13%0.33%Q2 2016Q3 202389
Cutler Group LLC / CA 32320.00%0.04%0.49%Q4 2015Q3 202387
Jefferies Group LLC 3610.00%0.05%0.43%Q2 2013Q3 202279
DEUTSCHE BANK AG\ 41410.00%0.13%0.41%Q3 2013Q3 202376
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.12%0.56%Q2 2014Q3 202370
TWO SIGMA INVESTMENTS, LP 1810.00%0.12%0.90%Q2 2013Q3 202370
TWO SIGMA SECURITIES, LLC 2410.00%0.14%0.54%Q4 2015Q3 202369
Creative Planning 42420.00%0.05%0.14%Q2 2013Q3 202369
NOMURA HOLDINGS INC 1810.00%0.05%0.72%Q4 2012Q3 202366
WELLS FARGO & COMPANY/MN 42420.00%0.19%0.55%Q2 2013Q3 202365
WOLVERINE ASSET MANAGEMENT LLC 1120.00%0.06%0.35%Q2 2013Q3 202365
HAP Trading, LLC 1820.00%0.05%0.61%Q4 2013Q3 202364
Paloma Partners Management Co 1410.00%0.09%0.73%Q2 2013Q3 202362
HighTower Advisors, LLC 3380.00%0.24%0.65%Q2 2013Q3 202359
PEAK6 Investments LLC 21210.00%0.07%0.32%Q3 2018Q3 202359
HUNTINGTON NATIONAL BANK 59590.05%0.48%1.24%Q1 2009Q3 202359
BANK OF MONTREAL /CAN/ 3920.00%0.18%0.59%Q2 2013Q3 202358
GLENMEDE TRUST CO NA 4520.00%0.19%0.64%Q4 2006Q3 202356
ARROWGRASS CAPITAL PARTNERS (US) LP 1650.00%0.16%1.16%Q1 2014Q4 201955
Squarepoint Ops LLC 2410.00%0.30%1.62%Q4 2014Q3 202355
MAI Capital Management 42420.00%0.29%0.60%Q2 2013Q3 202353
PEAK6 Group LLC 1550.00%0.07%0.39%Q2 2013Q2 201853
AMALGAMATED BANK 52520.21%0.37%0.60%Q4 2010Q3 202352
Laurion Capital Management LP 1410.00%0.30%1.27%Q2 2016Q3 202351
TORONTO DOMINION BANK 43430.00%0.12%0.46%Q1 2013Q3 202350
SECURIAN ASSET MANAGEMENT, INC 49490.15%0.26%0.54%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.18%0.28%0.42%Q3 2011Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.03%0.18%0.38%Q4 2011Q3 202348
Cubist Systematic Strategies, LLC 24130.01%0.11%0.72%Q2 2014Q3 202348
MUFG Americas Holdings Corp 48480.16%0.58%1.10%Q4 2010Q3 202248
MARSHALL WACE, LLP 2020.00%0.13%0.78%Q1 2014Q3 202348
Tortoise Investment Management, LLC 44440.00%0.09%0.20%Q4 2012Q3 202348
BlackRock Inc. 42420.00%0.27%0.49%Q2 2013Q3 202347
First Horizon Advisors, Inc. 47470.00%0.13%0.68%Q1 2012Q3 202347
Allianz Asset Management GmbH 42420.00%0.25%0.53%Q2 2013Q3 202346
NWAM LLC 46460.14%0.91%1.73%Q2 2012Q3 202346
SCOTIA CAPITAL INC. 42420.03%0.51%1.60%Q2 2013Q3 202346
Destination Wealth Management 43430.00%1.63%2.18%Q1 2013Q3 202346
CIBC WORLD MARKET INC. 42420.01%0.21%0.57%Q2 2013Q3 202345
Nuveen Asset Management, LLC 42420.00%0.30%0.79%Q2 2013Q3 202345
Norman Fields, Gottscho Capital Management, LLC 44444.72%8.71%15.72%Q1 2013Q4 202344
WOODMONT INVESTMENT COUNSEL LLC 42420.00%0.45%0.57%Q2 2013Q3 202344
CPWM, LLC 44440.30%1.24%15.39%Q4 2011Q3 202244
US BANCORP \DE\ 42420.00%0.33%0.54%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.15%0.56%0.99%Q4 2012Q3 202344
SIGMA INVESTMENT COUNSELORS INC 42420.01%0.51%0.69%Q2 2013Q3 202344
Daiwa Securities Group Inc. 42420.00%0.06%0.27%Q2 2013Q3 202344
Joel Isaacson & Co., LLC 44440.01%0.08%0.16%Q4 2012Q3 202344
Capital Analysts, LLC 44440.02%0.15%0.26%Q4 2012Q3 202344
GUGGENHEIM CAPITAL LLC 42420.01%0.26%0.73%Q2 2013Q3 202344
Private Advisor Group, LLC 40400.00%0.14%0.30%Q4 2013Q3 202344
BEACH INVESTMENT COUNSEL INC/PA 44440.23%0.40%0.86%Q1 2013Q4 202344
TCI Wealth Advisors, Inc. 44440.16%0.60%1.15%Q4 2012Q3 202344
Harbour Capital Advisors, LLC 31120.34%0.91%1.41%Q1 2013Q4 202343
LPL Financial LLC 42420.00%0.13%0.25%Q2 2013Q3 202343
Veritable, L.P. 43430.06%0.10%0.15%Q4 2012Q2 202343
NEVILLE RODIE & SHAW INC 43430.12%0.87%1.89%Q2 2013Q4 202343
WOODSTOCK CORP 43430.52%1.07%1.73%Q2 2013Q4 202343
Bank of New York Mellon Corp 43430.00%0.34%0.71%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.23%0.38%0.61%Q1 2013Q3 202343
AQR Capital Management 4210.08%0.27%0.74%Q4 2012Q3 202343
Mariner, LLC 42420.00%0.21%0.59%Q2 2013Q3 202343
Calamos Advisors LLC 42420.00%0.33%0.73%Q2 2013Q3 202343
Financial Architects, Inc 3720.01%0.21%2.20%Q2 2013Q2 202343
KLINGENSTEIN FIELDS & CO LP 42420.00%0.57%1.68%Q2 2013Q3 202343
BANK OF NOVA SCOTIA 43430.02%0.13%0.39%Q1 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.01%0.32%0.96%Q1 2013Q3 202343
Freedom Investment Management, Inc. 43430.02%0.09%0.24%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.05%0.92%3.30%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.17%0.42%0.96%Q1 2013Q3 202343
M&R CAPITAL MANAGEMENT INC 43430.09%0.44%1.19%Q2 2013Q4 202343
Goelzer Investment Management, Inc. 43430.31%0.53%0.77%Q1 2013Q3 202343
Raymond James Financial Services Advisors, Inc. 42420.00%0.21%0.38%Q2 2013Q3 202343
Cetera Advisor Networks LLC 43430.12%0.18%0.28%Q1 2013Q3 202343
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.04%0.27%0.51%Q1 2013Q3 202343
CHEMUNG CANAL TRUST CO 43430.06%0.11%0.30%Q2 2013Q4 202343
Conestoga Capital Advisors, LLC 43430.01%0.02%0.04%Q1 2013Q3 202343
Montecito Bank & Trust 43430.34%0.77%1.42%Q2 2013Q4 202343
PRIVATE TRUST CO NA 43430.22%0.60%1.37%Q1 2013Q3 202343
COMMERCE BANK 43430.08%0.41%0.55%Q1 2013Q3 202343
PARK NATIONAL CORP /OH/ 43430.02%0.28%0.94%Q2 2013Q4 202343
BRYN MAWR TRUST Co 43430.02%0.04%0.07%Q1 2013Q3 202343
Peregrine Asset Advisers, Inc. 43430.32%0.84%3.14%Q1 2013Q3 202343
CREDIT AGRICOLE S A 42420.00%0.18%0.44%Q2 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.22%0.33%0.50%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.18%0.32%0.58%Q1 2013Q3 202343
APPLETON PARTNERS INC/MA 43430.86%1.24%1.84%Q2 2013Q4 202343
Spot Trading L.L.C 16160.00%0.05%0.38%Q2 2013Q1 201743
Private Wealth Partners, LLC 42420.53%1.23%2.18%Q2 2013Q3 202342
Colonial Trust Advisors 42420.76%1.38%2.02%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.28%0.77%1.41%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.05%0.16%0.33%Q2 2013Q3 202342
CHILTON INVESTMENT CO INC. 42421.86%3.97%7.12%Q2 2013Q3 202342
Utah Retirement Systems 42420.25%0.40%0.63%Q2 2013Q3 202342
SouthState Corp 42420.75%1.12%1.41%Q2 2013Q3 202342
Allworth Financial LP 42420.03%0.07%0.15%Q2 2013Q3 202342
Legal & General Group Plc 42420.26%0.39%0.55%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.28%0.45%0.82%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.05%0.18%0.48%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.02%0.09%0.29%Q2 2013Q3 202342
Bollard Group LLC 42420.04%0.17%0.37%Q2 2013Q3 202342
Covington Investment Advisors Inc. 42420.22%0.78%1.68%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.01%0.02%0.04%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.05%0.98%2.15%Q2 2013Q3 202342
Granite Investment Partners, LLC 42420.33%0.48%0.70%Q2 2013Q3 202342
Addenda Capital Inc. 42420.40%0.50%0.66%Q2 2013Q3 202342
Marketfield Asset Management LLC 42420.80%2.94%5.76%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.12%0.24%0.40%Q2 2013Q3 202342
Copeland Capital Management, LLC 42420.17%0.63%1.53%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.26%0.38%0.56%Q2 2013Q3 202342
PRIVATE ASSET MANAGEMENT INC 42420.48%2.26%4.28%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42421.51%2.04%3.07%Q2 2013Q3 202342
HOWE & RUSLING INC 42420.02%0.18%0.64%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.06%0.21%0.54%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.27%0.43%0.66%Q2 2013Q3 202342
EULAV Asset Management 42420.40%0.76%1.43%Q2 2013Q3 202342
EP Wealth Advisors, LLC 42420.04%1.57%2.47%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.22%0.36%0.60%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.09%0.16%0.26%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.28%0.38%0.64%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.02%0.10%0.47%Q2 2013Q3 202342
STATE STREET CORP 42420.22%0.35%0.58%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.02%0.26%0.61%Q2 2013Q3 202342
MOUNT VERNON ASSOCIATES INC /MD/ 42423.18%4.66%6.93%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.03%0.24%0.56%Q2 2013Q3 202342
Atria Investments, Inc 42420.06%0.17%0.42%Q2 2013Q3 202342
BECKER CAPITAL MANAGEMENT INC 42420.19%0.34%0.59%Q2 2013Q3 202342
WINDWARD CAPITAL MANAGEMENT CO /CA 42422.23%2.98%4.09%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.01%0.02%0.04%Q2 2013Q3 202342
CONNING INC. 42420.06%0.09%0.13%Q2 2013Q3 202342
Swiss National Bank 42420.18%0.39%0.65%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.24%0.39%0.62%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.08%0.30%0.56%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.05%0.12%0.21%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.90%1.37%1.84%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.09%0.13%0.16%Q2 2013Q3 202342
Cetera Advisors LLC 42420.05%0.16%0.37%Q2 2013Q3 202342
ARGUS INVESTORS' COUNSEL, INC. 42421.80%2.27%3.26%Q2 2013Q3 202342
KEATING INVESTMENT COUNSELORS INC 42420.17%0.35%0.60%Q2 2013Q3 202342
Greenbrier Partners Capital Management, LLC 42425.78%9.71%14.91%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.00%0.20%0.47%Q2 2013Q3 202342
CapWealth Advisors, LLC 42420.10%0.57%1.64%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.02%0.04%0.08%Q2 2013Q3 202342
L. Roy Papp & Associates, LLP 42420.28%1.50%2.66%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42421.03%1.46%2.40%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.32%0.61%0.88%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.12%0.37%0.79%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.21%0.36%0.59%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.05%0.38%0.86%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.05%0.45%1.58%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.02%0.07%0.39%Q2 2013Q3 202342
ARCADIA INVESTMENT MANAGEMENT CORP/MI 42421.07%2.49%3.36%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.03%0.26%0.88%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.13%0.32%Q2 2013Q3 202342
Main Street Research LLC 42420.46%1.80%4.47%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.09%0.94%1.63%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42423.95%5.56%7.76%Q2 2013Q3 202342
GARRISON BRADFORD & ASSOCIATES INC 42424.87%6.38%8.47%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.09%0.19%0.40%Q2 2013Q3 202342
Motley Fool Asset Management LLC 42420.82%1.49%2.47%Q2 2013Q3 202342
Nelson Capital Management, LLC 42421.53%2.74%3.74%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.38%0.86%1.39%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.14%0.64%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.06%0.26%0.66%Q2 2013Q3 202342
STRS OHIO 42420.14%0.31%0.53%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.08%0.40%0.51%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.03%0.25%1.12%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42420.07%0.11%0.16%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.19%0.35%0.56%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.46%0.70%1.14%Q2 2013Q3 202342
West Coast Financial LLC 42420.24%0.37%0.55%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.13%0.37%0.85%Q2 2013Q3 202342
Sarasin & Partners LLP 42421.19%2.86%3.98%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.40%0.81%1.59%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.10%0.26%Q2 2013Q3 202342
1832 Asset Management L.P. 42420.23%0.83%1.72%Q2 2013Q3 202342
Renaissance Investment Group LLC 42420.96%2.31%3.89%Q2 2013Q3 202342
MAIRS & POWER INC 42420.00%0.01%0.02%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42420.27%0.48%0.76%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.50%0.74%1.12%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.07%0.20%0.37%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.05%0.31%1.77%Q2 2013Q3 202342
JENNISON ASSOCIATES LLC 42420.60%1.25%2.04%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.23%0.32%0.56%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.01%0.28%0.52%Q2 2013Q3 202342
Norinchukin Bank, The 42420.13%0.53%1.80%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.37%0.67%1.08%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.09%0.22%0.55%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.10%0.22%0.33%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.01%0.44%1.11%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.02%0.05%0.31%Q2 2013Q3 202342
McKinley Carter Wealth Services, Inc. 42420.19%0.75%1.66%Q2 2013Q3 202342
Dynamic Advisor Solutions LLC 40400.00%0.59%0.95%Q4 2013Q3 202342
MARTIN & CO INC /TN/ 42420.27%0.64%1.26%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.95%1.58%2.44%Q2 2013Q3 202342
ZWJ INVESTMENT COUNSEL INC 42420.03%0.08%0.20%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.80%0.99%1.27%Q2 2013Q3 202342
Haverford Trust Co 42420.01%0.57%2.39%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.00%0.03%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.82%1.04%1.38%Q2 2013Q3 202342
WMS Partners, LLC 42420.06%0.11%0.22%Q2 2013Q3 202342
TCW GROUP INC 42420.39%1.18%2.15%Q2 2013Q3 202342
MARCO INVESTMENT MANAGEMENT LLC 42420.32%2.16%2.97%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.02%0.09%0.21%Q2 2013Q3 202342
COLONY GROUP LLC 42420.02%0.12%0.26%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.19%0.29%0.46%Q2 2013Q3 202342
Roundview Capital LLC 42420.11%0.45%0.91%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.06%1.88%3.31%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.16%0.22%0.34%Q2 2013Q3 202342
Nexus Investment Management ULC 42420.04%0.07%0.12%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.25%0.36%0.54%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.01%0.55%1.24%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.08%0.18%0.42%Q2 2013Q3 202342
HENDLEY & CO INC 42420.18%0.82%3.16%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.07%0.20%0.42%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.50%1.12%2.12%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.09%0.26%0.42%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.20%0.34%0.45%Q2 2013Q3 202342
YHB Investment Advisors, Inc. 42421.43%1.97%2.87%Q2 2013Q3 202342
GENERAL AMERICAN INVESTORS CO INC 42421.72%2.75%4.01%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.56%1.05%1.83%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.25%0.48%0.75%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.01%0.17%0.48%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42420.15%0.53%1.32%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.07%0.19%0.34%Q2 2013Q3 202342
BURNEY CO/ 42420.02%0.06%0.22%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.09%0.36%0.94%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42420.06%0.18%0.48%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.06%0.41%0.62%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.82%1.07%1.49%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.03%0.08%0.18%Q2 2013Q3 202342
Gardner Russo & Gardner 42420.01%0.01%0.03%Q2 2013Q3 202342
NORRIS PERNE & FRENCH LLP/MI 42420.25%2.02%2.84%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42420.00%0.51%1.13%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.03%0.17%0.43%Q2 2013Q3 202342
UMB Bank, n.a. 42420.85%1.14%1.64%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.03%0.33%0.71%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.01%0.37%1.59%Q2 2013Q3 202342
Markel Corporation 42420.13%0.18%0.27%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.23%0.34%0.49%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.19%0.48%0.97%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.31%0.80%1.04%Q2 2013Q3 202342
Sandy Spring Bank 42420.06%0.27%0.69%Q2 2013Q3 202342
M&T BANK CORP 42420.04%0.26%0.60%Q2 2013Q3 202342
DnB Asset Management AS 3930.04%0.18%0.35%Q2 2013Q4 202342
DekaBank Deutsche Girozentrale 42420.21%0.40%0.58%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.22%0.38%0.62%Q2 2013Q3 202342
Reynders McVeigh Capital Management, LLC 42420.05%0.20%0.45%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.04%0.54%1.07%Q2 2013Q3 202342
AUXIER ASSET MANAGEMENT 42420.29%0.51%0.87%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.12%0.99%1.51%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.09%0.24%0.53%Q2 2013Q3 202342
Calamos Wealth Management LLC 42420.10%0.43%0.92%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.01%0.06%0.13%Q2 2013Q3 202342
CASTLEARK MANAGEMENT LLC 42420.01%0.52%2.44%Q2 2013Q3 202342
1ST SOURCE BANK 42420.03%0.20%0.48%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.26%0.47%1.01%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.17%0.65%1.35%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.17%0.58%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.91%1.78%3.11%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.29%0.63%1.07%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.17%0.32%0.56%Q2 2013Q3 202342
WASHINGTON TRUST BANK 42420.60%1.35%2.13%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.02%0.14%0.37%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.02%0.31%0.88%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.09%0.19%0.49%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.18%0.42%1.02%Q2 2013Q3 202342
Semper Augustus Investments Group 42420.53%1.90%3.47%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.27%0.39%0.60%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.04%0.14%0.30%Q2 2013Q3 202342
Ancora Advisors LLC 42420.04%0.15%0.31%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.04%0.08%0.20%Q2 2013Q3 202342
BARR E S & CO 42420.05%0.14%0.39%Q2 2013Q3 202342
INDEPENDENT INVESTORS INC 42420.21%0.33%0.47%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.03%0.33%0.57%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.23%0.36%0.53%Q2 2013Q3 202342
Korea Investment CORP 42420.07%0.33%0.67%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.14%0.30%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.10%0.30%0.57%Q2 2013Q3 202342
EASTERN BANK 42420.13%0.73%1.33%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42422.40%3.54%5.32%Q2 2013Q3 202342
Mechanics Bank Trust Department 42421.28%1.68%2.10%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.01%0.06%0.18%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.19%0.47%1.03%Q2 2013Q3 202342
Cardinal Capital Management 42421.48%1.89%2.53%Q2 2013Q3 202342
APG Asset Management N.V. 42420.28%0.56%0.83%Q2 2013Q3 202342
Baker Avenue Asset Management, LP 41410.00%0.19%0.54%Q3 2013Q3 202342
MCRAE CAPITAL MANAGEMENT INC 42420.11%0.17%0.21%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.06%0.20%0.45%Q2 2013Q3 202342
CADINHA & CO LLC 42423.08%4.85%8.62%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.42%0.97%1.91%Q2 2013Q3 202342
SEIZERT CAPITAL PARTNERS, LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.01%0.02%0.04%Q2 2013Q3 202342
Apriem Advisors 42420.02%0.11%0.21%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.13%0.25%0.57%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.10%0.31%0.60%Q2 2013Q3 202342
AVIVA PLC 42420.09%0.40%0.83%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.28%0.42%0.68%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.03%0.16%0.35%Q2 2013Q3 202342
Birch Hill Investment Advisors LLC 42420.17%1.90%2.89%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.12%0.22%0.43%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.66%1.14%1.70%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.07%0.19%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.17%0.52%1.27%Q2 2013Q3 202342
KELLY LAWRENCE W & ASSOCIATES INC/CA 42422.37%3.55%5.06%Q2 2013Q3 202342
Meiji Yasuda Life Insurance Co 42420.04%0.17%0.41%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.32%0.57%1.10%Q2 2013Q3 202342
MIDDLETON & CO INC/MA 42421.33%1.86%2.49%Q2 2013Q3 202342
Capital World Investors 42420.26%0.53%1.03%Q2 2013Q3 202342
Capital Research Global Investors 42420.08%0.40%0.85%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.14%0.26%0.48%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.01%0.16%0.67%Q2 2013Q3 202342
FMR LLC 42420.18%0.33%0.51%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.08%0.16%0.32%Q2 2013Q3 202342
PITCAIRN CO 42420.10%0.34%0.54%Q2 2013Q3 202342
HARVEY INVESTMENT CO LLC 42421.39%1.95%2.72%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.06%0.34%0.79%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.01%0.37%1.39%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.41%1.60%2.96%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.05%0.19%Q2 2013Q3 202342
Capital Investment Counsel, Inc 42423.94%6.91%8.94%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.01%0.07%0.27%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.30%0.48%1.17%Q2 2013Q3 202342
Fruth Investment Management 42420.38%0.61%0.88%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.25%0.41%0.65%Q2 2013Q3 202342
WS MANAGEMENT LLLP 42420.50%1.25%2.67%Q2 2013Q3 202342
QUEST INVESTMENT MANAGEMENT LLC 42420.04%0.99%1.99%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.09%0.27%0.54%Q2 2013Q3 202342
KBC Group NV 42420.01%0.13%0.41%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.23%0.66%1.48%Q2 2013Q4 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.07%0.17%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.34%0.52%0.77%Q2 2013Q3 202342
EADS & HEALD WEALTH MANAGEMENT 42421.26%1.50%1.85%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.21%0.40%0.99%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.01%1.28%2.09%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.01%0.45%1.02%Q2 2013Q3 202342
Choate Investment Advisors 42420.02%0.05%0.15%Q2 2013Q3 202342
South Street Advisors LLC 42420.04%0.14%0.24%Q2 2013Q3 202342
Employees Retirement System of Texas 42420.04%0.26%0.94%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.03%0.72%2.20%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.15%0.42%1.07%Q2 2013Q3 202342
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 42420.14%0.27%0.47%Q2 2013Q3 202342
FIRST UNITED BANK & TRUST 42420.24%0.48%0.71%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.24%0.38%0.58%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.03%0.05%Q2 2013Q3 202342
BRISTOL JOHN W & CO INC /NY/ 42421.58%2.27%3.12%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.01%0.02%0.08%Q2 2013Q3 202342
BALYASNY ASSET MANAGEMENT L.P. 1510.00%0.11%0.50%Q2 2014Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.03%0.15%0.33%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.26%0.91%1.64%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42421.99%2.47%3.06%Q2 2013Q3 202342
ZEVIN ASSET MANAGEMENT LLC 42420.20%2.21%4.24%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.09%0.14%0.20%Q2 2013Q3 202342
Invesco Ltd. 42420.08%0.24%0.39%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.78%1.01%1.24%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.10%0.16%0.28%Q2 2013Q3 202342
GRAYBILL WEALTH MANAGEMENT, LTD. 42421.34%1.82%2.53%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.28%0.79%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.10%0.38%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.13%0.30%0.59%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.01%0.08%0.22%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.10%0.42%1.06%Q2 2013Q3 202342
Palisades Hudson Asset Management, L.P. 42420.21%0.33%0.52%Q2 2013Q3 202342
Paragon Capital Management LLC 42422.92%5.24%7.45%Q2 2013Q3 202342
Atlas Brown,Inc. 42420.06%0.49%1.05%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.07%0.26%0.48%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.05%0.15%0.29%Q2 2013Q3 202342
HARBOUR INVESTMENT MANAGEMENT LLC 42422.46%4.00%6.35%Q2 2013Q3 202342
BANK OF STOCKTON 42420.63%1.15%1.81%Q2 2013Q3 202342
West Oak Capital, LLC 42420.78%1.16%1.59%Q2 2013Q3 202342
Ensemble Capital Management 42420.03%0.73%2.17%Q2 2013Q3 202342
CHELSEA COUNSEL CO 42422.40%4.50%6.95%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.09%0.13%0.20%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.07%0.16%0.49%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.13%0.35%0.91%Q2 2013Q3 202342
TRILLIUM ASSET MANAGEMENT, LLC 42420.53%0.92%1.50%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42421.10%1.65%2.76%Q2 2013Q3 202342
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 42420.18%0.54%0.95%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.28%0.36%0.55%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.20%0.31%0.42%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.06%0.18%0.46%Q2 2013Q3 202342
CONNORS INVESTOR SERVICES INC 42420.23%1.20%1.87%Q2 2013Q3 202342
Profit Investment Management, LLC 42420.10%1.00%2.36%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.14%0.20%0.29%Q2 2013Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42420.05%0.10%1.06%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.02%0.19%0.78%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.10%0.65%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.04%0.08%0.33%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.23%0.46%Q2 2013Q3 202342
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 42420.22%0.35%0.54%Q2 2013Q3 202342
NORGES BANK 4020.20%0.34%0.61%Q2 2012Q4 202242
AMI ASSET MANAGEMENT CORP 42421.32%2.14%2.99%Q2 2013Q3 202342
Hillsdale Investment Management Inc. 42420.00%0.02%0.06%Q2 2013Q3 202342
SeaBridge Investment Advisors LLC 42420.13%0.32%0.68%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.27%0.67%1.44%Q2 2013Q3 202342
MOTCO 42420.40%0.55%0.73%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.06%0.37%0.70%Q2 2013Q3 202342
GRANDFIELD & DODD, LLC 42420.09%0.17%0.29%Q2 2013Q3 202342
Lafayette Investments 42420.11%0.31%0.97%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42420.27%1.98%3.86%Q2 2013Q3 202342
DAVIS R M INC 42420.70%1.04%1.58%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.22%0.59%1.22%Q2 2013Q3 202342
Ledyard National Bank 42420.01%0.07%0.14%Q2 2013Q3 202342
ProShare Advisors LLC 42420.23%0.47%0.99%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.04%0.31%0.72%Q2 2013Q3 202342
Maple Capital Management, Inc. 42420.09%2.46%4.54%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.03%0.09%0.35%Q2 2013Q3 202342
Benin Management CORP 42420.57%0.85%1.41%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.04%0.16%0.32%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.07%0.21%0.32%Q2 2013Q3 202342
Saturna Capital CORP 42420.01%0.03%0.05%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.20%0.35%0.55%Q2 2013Q3 202342
TAURUS ASSET MANAGEMENT, LLC 42420.04%0.61%2.08%Q2 2013Q3 202342
Hartford Financial Management Inc. 42421.20%1.62%2.17%Q2 2013Q3 202342
SFE Investment Counsel 42420.73%1.61%2.49%Q2 2013Q3 202342
Buffington Mohr McNeal 42422.22%3.41%4.76%Q2 2013Q3 202342
MORGAN STANLEY 42420.09%0.27%0.50%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.24%0.68%Q2 2013Q3 202342
AlphaMark Advisors, LLC 42420.00%0.04%0.07%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.02%1.16%1.71%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.01%0.15%0.60%Q2 2013Q3 202342
Baldwin Investment Management, LLC 42420.51%0.74%0.99%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.78%1.29%2.06%Q2 2013Q3 202342
Estabrook Capital Management 42421.80%2.89%4.35%Q2 2013Q3 202342
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 42420.92%2.12%3.45%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.03%0.50%1.82%Q2 2013Q4 202342
SOL Capital Management CO 42420.35%0.45%0.54%Q2 2013Q3 202342
Hodges Capital Management Inc. 42420.05%0.21%0.67%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.04%0.15%0.45%Q2 2013Q3 202342
Violich Capital Management, Inc. 42420.59%3.50%5.91%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.07%0.51%0.76%Q2 2013Q3 202342
AXA S.A. 42420.04%0.47%0.93%Q2 2013Q3 202342
PRUDENTIAL PLC 42420.00%0.05%0.29%Q2 2013Q3 202342
SUMITOMO LIFE INSURANCE CO 41410.10%0.33%0.57%Q3 2013Q3 202341
BRIGHTON JONES LLC 26150.05%0.25%0.53%Q2 2013Q3 202341
Clarkston Capital Partners, LLC 24170.01%0.05%0.24%Q2 2013Q3 202341
ONTARIO TEACHERS PENSION PLAN BOARD 3830.00%0.06%0.19%Q2 2013Q3 202341
UNIVEST FINANCIAL Corp 41410.32%1.63%2.74%Q3 2013Q3 202341
CYPRESS ASSET MANAGEMENT INC/TX 41410.09%0.78%1.95%Q2 2013Q2 202341
FIRST INTERSTATE BANK 31100.04%0.79%1.53%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.25%0.42%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.46%1.30%2.05%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.02%0.08%0.22%Q4 2013Q4 202341
Lido Advisors, LLC 31310.01%0.12%0.38%Q1 2016Q3 202341
Sand Hill Global Advisors, LLC 41410.06%0.13%0.89%Q3 2013Q3 202341
State of Tennessee, Treasury Department 41410.09%0.27%0.47%Q3 2013Q3 202341
Hikari Tsushin, Inc. 3380.03%0.06%0.09%Q2 2013Q3 202341
WBH ADVISORY INC 3830.38%0.61%4.84%Q2 2013Q3 202341
Liberty Capital Management, Inc. 29121.77%2.44%3.18%Q2 2013Q3 202341
HARTLINE INVESTMENT CORP/ 3740.57%0.82%1.39%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29120.06%0.18%0.31%Q2 2013Q3 202341
BALDWIN BROTHERS LLC/MA 3740.02%1.84%3.61%Q2 2013Q4 202341
JACOBS LEVY EQUITY MANAGEMENT, INC 27140.01%0.45%1.22%Q2 2013Q3 202341
SG Americas Securities, LLC 25160.01%0.14%0.36%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.87%1.37%2.30%Q3 2013Q4 202341
FINANCIAL COUNSELORS INC 28130.39%0.66%1.02%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.15%0.28%0.45%Q2 2013Q2 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.65%1.93%3.72%Q2 2013Q3 202341
SIGNATUREFD, LLC 27140.00%0.08%0.18%Q2 2013Q3 202341
BRAUN STACEY ASSOCIATES INC 41410.24%0.79%1.20%Q3 2013Q3 202341
Somerset Trust Co 41411.19%1.58%2.05%Q4 2013Q4 202341
SHIKIAR ASSET MANAGEMENT INC 3830.14%0.33%0.61%Q2 2013Q3 202341
BOKF, NA 3290.09%0.26%0.54%Q2 2013Q3 202341
VICTORY CAPITAL MANAGEMENT INC 41410.00%0.11%0.31%Q3 2013Q3 202341
WESBANCO BANK INC 30110.12%0.27%0.53%Q2 2013Q3 202341
ACADIAN ASSET MANAGEMENT LLC 41410.01%0.51%0.97%Q3 2013Q3 202341
Mathes Company, Inc. 3920.16%0.30%0.64%Q2 2013Q3 202341
BARINGS LLC 41410.01%0.06%0.13%Q2 2013Q2 202341
Arizona State Retirement System 3380.17%0.34%0.60%Q1 2013Q3 202341
Rafferty Asset Management, LLC 41410.03%0.09%0.39%Q3 2013Q3 202341
Ipswich Investment Management Co., Inc. 21200.16%1.25%2.57%Q2 2013Q3 202341
Ballentine Partners, LLC 27140.03%0.06%0.12%Q2 2013Q3 202341
Perigon Wealth Management, LLC 4010.26%0.47%0.96%Q3 2011Q3 202341
Jump Trading, LLC 1110.01%0.09%0.50%Q4 2013Q1 201941
Kentucky Retirement Systems Insurance Trust Fund 41410.29%0.46%0.70%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.08%0.28%0.62%Q2 2013Q3 202341
WCM INVESTMENT MANAGEMENT, LLC 3920.02%0.74%1.36%Q1 2013Q3 202341
First Dallas Securities Inc. 28130.35%0.65%1.06%Q2 2013Q3 202341
FAYEZ SAROFIM & CO 4010.00%0.01%0.02%Q2 2013Q3 202341
TRUST CO OF OKLAHOMA 28130.74%1.31%2.05%Q2 2013Q3 202341
NATIXIS 2630.00%0.22%0.89%Q2 2013Q3 202340
RATIONAL ADVISORS LLC 2640.01%0.29%0.83%Q3 2011Q3 202340
PECAUT & CO. 40401.58%2.22%3.17%Q4 2013Q3 202340
GIRARD PARTNERS LTD. 40400.16%0.74%1.53%Q4 2013Q3 202340
Carlton Hofferkamp & Jenks Wealth Management, LLC 40400.73%1.80%2.35%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.04%0.11%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.01%0.03%0.04%Q4 2013Q3 202340
Fiera Capital Corp 40400.01%0.06%0.18%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.26%0.42%0.65%Q4 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.07%0.25%0.67%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.12%0.26%0.45%Q4 2013Q3 202340
Andra AP-fonden 2260.09%0.22%0.61%Q2 2013Q3 202340
Tarbox Family Office, Inc. 40400.01%0.11%0.22%Q4 2013Q3 202340
TCTC Holdings, LLC 3730.01%0.04%0.09%Q2 2013Q3 202340
Court Place Advisors, LLC 40400.16%0.27%0.54%Q4 2013Q3 202340
CITY HOLDING CO 40400.01%0.07%0.48%Q4 2013Q3 202340
Carmichael Hill & Associates, Inc. 24240.08%0.43%0.75%Q4 2017Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.12%0.38%0.57%Q4 2013Q3 202340
Aureus Asset Management, LLC 25150.02%1.21%2.54%Q2 2013Q3 202340
D'Orazio & Associates, Inc. 40400.01%0.03%0.20%Q4 2013Q3 202340
CKW FINANCIAL GROUP 40400.02%0.06%0.22%Q4 2013Q3 202340
Freestone Capital Holdings, LLC 35350.00%0.41%1.18%Q1 2015Q3 202340
RWC Asset Management LLP 40400.05%0.49%1.09%Q4 2013Q3 202340
VIRGINIA RETIREMENT SYSTEMS ET AL 2450.02%0.34%1.28%Q2 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.91%1.16%1.49%Q4 2013Q3 202340
BUCKINGHAM STRATEGIC WEALTH, LLC 3370.08%0.12%0.21%Q3 2013Q3 202340
Oakworth Capital, Inc. 40400.02%0.05%0.11%Q4 2013Q3 202340
LAZARD ASSET MANAGEMENT LLC 40400.01%0.12%0.40%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.04%0.18%0.43%Q4 2013Q4 202340
SCHNIEDERS CAPITAL MANAGEMENT LLC 40400.53%0.84%2.24%Q4 2013Q3 202340
Moors & Cabot, Inc. 39390.02%0.21%0.46%Q1 2014Q3 202340
Smithfield Trust Co 40400.00%0.04%0.08%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.18%0.36%0.81%Q4 2013Q3 202340
CAMBRIDGE TRUST CO 3730.02%0.13%0.58%Q2 2013Q3 202340
Tradewinds Capital Management, LLC 40400.19%0.80%1.15%Q4 2013Q3 202340
Blume Capital Management, Inc. 40400.97%1.27%1.69%Q4 2013Q3 202340
NEXT CENTURY GROWTH INVESTORS LLC 22180.10%0.28%0.58%Q2 2013Q3 202340
Kentucky Retirement Systems 3730.29%0.46%0.70%Q3 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.38%1.73%2.91%Q4 2013Q3 202340
Plante Moran Financial Advisors, LLC 3820.00%0.15%0.26%Q3 2013Q3 202340
CIBC Private Wealth Group, LLC 39390.09%0.29%0.92%Q1 2014Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.03%0.23%0.62%Q1 2014Q3 202339
Savant Capital, LLC 3720.07%0.15%0.24%Q4 2013Q3 202339
TWO SIGMA ADVISERS, LP 910.00%0.21%1.10%Q2 2013Q3 202339
NJ State Employees Deferred Compensation Plan 39390.39%0.60%0.86%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.49%0.67%0.92%Q2 2013Q4 202239
North Star Investment Management Corp. 39390.02%0.23%0.54%Q1 2014Q3 202339
Columbia Asset Management 3360.16%0.32%0.55%Q4 2013Q3 202339
BIRINYI ASSOCIATES INC 3630.11%0.34%1.02%Q3 2013Q2 202339
Nadler Financial Group, Inc. 27120.06%0.17%0.29%Q2 2013Q3 202339
ZACKS INVESTMENT MANAGEMENT 23160.00%0.13%0.36%Q3 2013Q3 202339
W.G. Shaheen & Associates DBA Whitney & Co 39390.70%1.09%1.50%Q1 2014Q3 202339
FIRST FOUNDATION ADVISORS 39390.03%0.20%0.95%Q1 2014Q3 202339
BANK OF THE WEST 39390.04%0.11%0.31%Q2 2013Q4 202239
WHALEROCK POINT PARTNERS, LLC 29100.29%1.16%2.44%Q4 2013Q3 202339
Tributary Capital Management, LLC 3720.04%0.09%0.24%Q2 2013Q3 202339
TRUST CO OF TOLEDO NA /OH/ 39390.06%0.24%0.74%Q2 2014Q4 202339
JARISLOWSKY, FRASER Ltd 39390.08%0.25%0.48%Q1 2014Q3 202339
ArrowMark Colorado Holdings LLC 36360.00%0.01%0.04%Q4 2014Q3 202339
SSI INVESTMENT MANAGEMENT LLC 3310.02%0.03%0.05%Q2 2013Q3 202339
NICHOLS & PRATT ADVISERS LLP /MA 39390.05%0.10%0.20%Q1 2014Q3 202339
Gemmer Asset Management LLC 39390.04%0.61%1.01%Q1 2014Q3 202339
BOSTON FAMILY OFFICE LLC 3180.03%0.17%0.66%Q2 2013Q3 202339
Cannell & Co. 39390.28%0.68%1.22%Q1 2014Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.15%0.50%1.11%Q1 2014Q3 202339
PRINCETON CAPITAL MANAGEMENT LLC 24150.34%0.84%1.53%Q2 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.27%0.40%0.58%Q1 2014Q3 202339
JNBA Financial Advisors 29100.00%0.02%0.07%Q2 2013Q3 202339
Advisory Services Network, LLC 27120.13%0.32%0.46%Q4 2013Q3 202339
RKL Wealth Management LLC 39390.77%1.81%4.04%Q1 2014Q3 202339
MISSION WEALTH MANAGEMENT, LP 34340.00%0.11%0.19%Q2 2015Q3 202339
Autus Asset Management, LLC 39391.71%2.18%2.97%Q2 2013Q4 202239
GAMBLE JONES INVESTMENT COUNSEL 39390.46%0.55%0.67%Q2 2013Q4 202239
Boston Common Asset Management, LLC 3270.02%0.36%0.89%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.22%0.59%1.07%Q1 2014Q3 202339
Brookstone Capital Management 38380.01%0.07%0.22%Q2 2014Q3 202339
Capital International Investors 39390.01%0.22%0.56%Q1 2014Q3 202339
SALEM CAPITAL MANAGEMENT INC 38380.61%1.26%2.30%Q2 2013Q3 202238
Smith, Salley & Associates 38380.12%0.27%0.78%Q2 2014Q3 202338
Stillwater Investment Management, LLC 38380.94%1.26%1.76%Q4 2013Q1 202338
Compagnie Lombard Odier SCmA 25130.00%0.01%0.07%Q4 2013Q3 202338
Fisher Asset Management, LLC 3710.00%0.59%1.47%Q4 2013Q3 202338
DOWLING & YAHNKE LLC 38380.66%0.90%1.28%Q2 2013Q3 202238
COLDSTREAM CAPITAL MANAGEMENT INC 2840.06%0.50%0.91%Q2 2013Q3 202338
Checchi Capital Advisers, LLC 38380.07%0.20%0.54%Q2 2014Q3 202338
Accredited Investors Inc. 38380.06%0.10%0.19%Q2 2014Q3 202338
American Research & Management Co. 38380.00%0.02%0.06%Q2 2013Q3 202238
BLUESTEIN R H & CO LLC 38381.94%3.22%5.29%Q2 2013Q3 202238
PGGM Investments 2750.02%0.31%0.68%Q1 2013Q3 202338
Maryland Capital Management 38380.04%0.07%0.14%Q2 2013Q3 202238
Centiva Capital, LP 750.00%0.11%0.58%Q4 2018Q3 202338
Rehmann Capital Advisory Group 23150.04%0.11%0.23%Q1 2014Q3 202338
ATWOOD & PALMER INC 38380.01%0.03%0.08%Q2 2014Q3 202338
JFS WEALTH ADVISORS, LLC 38380.01%0.06%0.12%Q2 2014Q3 202338
B. Riley Wealth Advisors, Inc. 3410.04%0.25%0.77%Q2 2013Q3 202338
Garde Capital, Inc. 38380.10%0.26%0.51%Q2 2014Q3 202338
MARSHALL & SULLIVAN INC /WA/ 38380.10%0.36%2.89%Q2 2014Q3 202338
Ashfield Capital Partners, LLC 38380.07%1.33%2.20%Q2 2013Q3 202238
Kingsview Wealth Management, LLC 2060.00%0.26%0.73%Q1 2017Q3 202338
EATON VANCE MANAGEMENT 38380.47%0.66%0.97%Q2 2013Q3 202238
CHARTWELL INVESTMENT PARTNERS, LLC 38380.02%0.33%0.69%Q2 2014Q3 202338
BAXTER BROS INC 3080.09%0.26%0.46%Q1 2014Q3 202338
Connor, Clark & Lunn Investment Management Ltd. 38380.01%0.17%0.48%Q1 2014Q2 202338
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 38380.02%0.05%0.10%Q2 2014Q3 202338
BALASA DINVERNO & FOLTZ LLC 38380.03%0.09%0.24%Q2 2013Q3 202238
REGENTATLANTIC CAPITAL LLC 38380.13%0.18%0.34%Q2 2013Q3 202238
EVERENCE CAPITAL MANAGEMENT INC 28100.21%0.35%0.60%Q2 2013Q3 202338
Archford Capital Strategies, LLC 22160.24%0.43%0.84%Q1 2014Q3 202338
FACTORY MUTUAL INSURANCE CO 38380.17%0.30%0.48%Q2 2014Q3 202338
BTR CAPITAL MANAGEMENT INC 38380.20%0.39%0.72%Q2 2013Q3 202238
Spears Abacus Advisors LLC 3170.03%0.06%0.14%Q3 2013Q3 202338
Brown Advisory Securities, LLC 38380.25%0.43%1.51%Q2 2013Q3 202238
Covington Capital Management 38380.30%1.24%2.06%Q2 2013Q3 202238
Capstone Financial Advisors, Inc. 3710.12%0.21%0.41%Q4 2013Q3 202338
ROOSEVELT INVESTMENT GROUP LLC 38380.02%0.06%0.10%Q2 2013Q3 202238
Stratos Wealth Partners, LTD. 38380.06%0.24%0.60%Q2 2014Q3 202338
Indiana Trust & Investment Management CO 3620.01%1.05%1.85%Q3 2013Q3 202338
BANQUE PICTET & CIE SA 3320.01%0.09%0.56%Q4 2013Q3 202338
State of New Jersey Common Pension Fund D 38380.08%0.26%0.52%Q2 2014Q3 202338
Renaissance Technologies 2450.02%0.27%0.81%Q2 2013Q1 202338
INVESTMENT MANAGEMENT OF VIRGINIA LLC 37370.14%0.47%0.86%Q1 2014Q1 202337
STONEBRIDGE CAPITAL MANAGEMENT INC 37370.12%0.25%0.50%Q2 2014Q2 202337
PIONEER TRUST BANK N A/OR 37370.13%0.18%0.35%Q3 2014Q3 202337
ING GROEP NV 2350.00%0.28%1.23%Q1 2013Q3 202337
GODSEY & GIBB, INC 3111.67%3.10%16.28%Q3 2013Q3 202337
Cranbrook Wealth Management, LLC 3610.00%0.02%0.06%Q4 2013Q3 202337
Mirae Asset Global Investments Co., Ltd. 3520.01%0.26%0.64%Q3 2013Q3 202337
CI INVESTMENTS INC. 24130.00%0.38%0.79%Q2 2014Q3 202337
Van Hulzen Asset Management, LLC 37370.52%1.03%2.52%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.08%0.12%0.18%Q2 2013Q2 202237
Verition Fund Management LLC 820.00%0.20%1.99%Q3 2013Q3 202337
Tower Research Capital LLC (TRC) 2010.00%0.21%0.85%Q2 2013Q3 202337
ADVISOR PARTNERS LLC 37370.33%0.55%0.79%Q2 2013Q2 202237
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 37370.06%0.29%0.62%Q3 2014Q3 202337
GREATMARK INVESTMENT PARTNERS, INC. 37370.09%0.11%0.15%Q3 2014Q3 202337
Linscomb & Williams, Inc. 37370.03%0.10%0.22%Q3 2014Q3 202337
Progressive Investment Management Corp 3520.48%2.57%3.62%Q3 2013Q3 202337
Grantham, Mayo, Van Otterloo & Co. LLC 3250.00%0.79%2.37%Q2 2013Q1 202337
PineBridge Investments, L.P. 2020.00%0.10%0.51%Q2 2013Q3 202337
Lowe Wealth Advisors, LLC 37370.01%0.02%0.05%Q4 2014Q4 202337
Transamerica Financial Advisors, Inc. 2310.00%0.23%1.02%Q2 2013Q3 202337
ROWLANDMILLER & PARTNERS.ADV 37370.24%0.52%0.87%Q4 2014Q4 202337
PARTHENON LLC 22150.05%0.08%0.10%Q2 2013Q3 202337
INTRUST BANK NA 3520.08%0.24%0.36%Q1 2014Q3 202337
National Pension Service 37370.28%0.41%0.62%Q3 2014Q3 202337
MEEDER ASSET MANAGEMENT INC 2110.00%0.21%1.10%Q4 2013Q3 202337
Richard Bernstein Advisors LLC 19180.02%0.27%0.80%Q2 2013Q2 202337
LONDON CO OF VIRGINIA 37370.00%0.00%0.01%Q3 2014Q3 202337
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.23%0.42%0.67%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.13%0.23%0.39%Q4 2014Q3 202336
IBM Retirement Fund 36360.25%0.37%0.59%Q2 2013Q1 202236
CAPITAL COUNSEL LLC/NY 24120.04%5.92%11.07%Q2 2013Q3 202336
FULTON BANK, N.A. 36360.12%0.18%0.29%Q1 2015Q4 202336
CITIZENS & NORTHERN CORP 36360.62%0.91%1.34%Q4 2014Q3 202336
Ironwood Investment Counsel, LLC 22140.10%0.48%0.84%Q2 2013Q3 202336
Bison Wealth, LLC 36360.23%0.57%1.06%Q4 2014Q3 202336
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 36360.03%0.10%0.49%Q4 2014Q3 202336
Sigma Planning Corp 36360.11%0.22%0.35%Q4 2014Q3 202336
Motley Fool Wealth Management, LLC 36360.28%0.46%1.12%Q4 2014Q3 202336
Glenview Trust Co 2810.04%0.09%0.12%Q4 2008Q3 202336
GRIFFIN ASSET MANAGEMENT, INC. 25110.12%0.55%0.90%Q2 2013Q3 202336
Candriam S.C.A. 36360.04%0.13%0.40%Q4 2014Q3 202336
Azimuth Capital Management LLC 36360.03%0.67%1.07%Q2 2013Q1 202236
Mengis Capital Management, Inc. 36361.70%2.46%3.21%Q4 2014Q3 202336
Willow Creek Wealth Management Inc. 36360.67%3.27%6.36%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.01%0.05%0.09%Q4 2014Q3 202336
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.30%0.48%0.81%Q4 2014Q3 202336
Analyst IMS Investment Management Services Ltd. 36360.08%0.34%0.53%Q4 2014Q3 202336
Cable Hill Partners, LLC 36360.03%0.14%0.69%Q4 2014Q3 202336
VISTA CAPITAL PARTNERS, INC. 36360.07%0.13%0.24%Q4 2014Q3 202336
Capital Planning Advisors, LLC 36360.56%1.26%1.80%Q4 2014Q3 202336
Livingston Group Asset Management CO (operating as Southport Capital Management) 36360.25%0.79%2.11%Q2 2013Q1 202236
Caprock Group, LLC 36360.16%1.60%7.87%Q4 2014Q3 202336
People's United Financial, Inc. 36360.44%0.73%1.12%Q2 2013Q1 202236
PALLADIUM PARTNERS LLC 36360.03%0.09%0.13%Q2 2013Q1 202236
HIGHBRIDGE CAPITAL MANAGEMENT LLC 1080.00%0.12%0.64%Q2 2013Q2 201836
CIDEL ASSET MANAGEMENT INC 36360.01%0.37%1.05%Q4 2014Q3 202336
Community Financial Services Group, LLC 3511.57%2.66%4.10%Q2 2013Q3 202336
Northstar Group, Inc. 36361.87%2.46%3.26%Q4 2014Q3 202336
GW&K Investment Management, LLC 3110.00%0.18%0.30%Q2 2013Q3 202336
Coastline Trust Co 36360.13%0.34%0.66%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.20%0.71%1.82%Q2 2013Q1 202236
SVB WEALTH LLC 36360.14%0.30%0.59%Q4 2014Q3 202336
Madrona Financial Services, LLC 36360.53%1.80%6.37%Q4 2014Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.30%0.46%0.70%Q2 2013Q1 202236
First Personal Financial Services 36360.14%0.90%1.61%Q4 2014Q3 202336
American National Registered Investment Advisor, Inc. 36360.23%0.35%0.60%Q2 2013Q1 202236
CAPITAL INTERNATIONAL LTD /CA/ 24120.02%0.66%1.25%Q2 2013Q3 202336
Cypress Capital Management LLC (WY) 36360.29%1.18%3.96%Q4 2014Q3 202336
MONETTA FINANCIAL SERVICES INC 2630.31%2.42%4.30%Q2 2013Q3 202336
Vigilant Capital Management, LLC 36360.00%0.02%0.04%Q3 2014Q2 202336
COMGEST GLOBAL INVESTORS S.A.S. 36360.11%1.11%4.05%Q4 2014Q3 202336
JACOBSON & SCHMITT ADVISORS, LLC 36362.64%3.75%5.42%Q4 2014Q3 202336
Godshalk Welsh Capital Management, Inc. 36361.35%2.05%3.04%Q4 2014Q3 202336
Stonehage Fleming Financial Services Holdings Ltd 36360.00%0.08%0.23%Q4 2014Q3 202336
Lincoln Capital LLC 36361.42%4.08%5.81%Q4 2014Q3 202336
Crestwood Advisors Group, LLC 36360.03%0.63%2.01%Q4 2014Q3 202336
COUNTRY TRUST BANK 36360.00%0.00%0.00%Q1 2015Q4 202336
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.12%0.28%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.23%0.33%0.55%Q2 2013Q1 202236
Glassman Wealth Services 36360.20%0.26%0.36%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.00%0.02%0.05%Q4 2014Q3 202336
NBT BANK N A /NY 36360.04%0.15%1.03%Q4 2014Q3 202336
Leisure Capital Management 36361.37%1.87%2.23%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.35%0.65%1.03%Q4 2014Q3 202336
INTEGRAL DERIVATIVES, LLC 1250.00%0.03%0.19%Q4 2013Q1 201836
CHICAGO TRUST Co NA 35350.12%0.37%0.83%Q1 2015Q3 202335
Diversified Trust Co 35350.02%0.05%0.14%Q2 2015Q4 202335
ATALANTA SOSNOFF CAPITAL, LLC 3410.01%0.91%2.61%Q4 2013Q3 202335
BAMCO INC /NY/ 23120.00%0.00%0.01%Q2 2013Q3 202335
Country Club Trust Company, n.a. 35350.04%0.16%0.51%Q2 2013Q4 202135
SALEM INVESTMENT COUNSELORS INC 35350.01%0.13%0.48%Q1 2015Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.04%0.17%0.30%Q1 2015Q3 202335
Ironwood Financial, llc 3140.01%0.19%0.60%Q4 2014Q3 202335
CULLINAN ASSOCIATES INC 35350.02%0.28%0.69%Q1 2015Q3 202335
Alkeon Capital Management 35350.00%1.22%3.37%Q2 2013Q4 202135
Regal Investment Advisors LLC 1410.01%0.18%0.36%Q2 2013Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.04%0.11%0.22%Q2 2013Q4 202135
Pacer Advisors, Inc. 1910.04%0.36%0.91%Q4 2013Q3 202335
TDAM USA INC. 35350.01%0.21%0.82%Q2 2013Q4 202135
HERITAGE INVESTORS MANAGEMENT CORP 35350.02%0.20%0.58%Q1 2015Q3 202335
BANK OF HAWAII 2430.02%0.05%0.14%Q2 2013Q3 202335
BAILARD, INC. 3050.04%0.53%0.84%Q2 2013Q3 202335
CIBC WORLD MARKETS CORP 3410.04%0.34%1.52%Q4 2014Q3 202335
CHICKASAW CAPITAL MANAGEMENT LLC 35350.01%0.01%0.03%Q1 2015Q3 202335
CWM, LLC 2320.00%0.19%1.38%Q3 2013Q3 202335
ROPES WEALTH ADVISORS LLC 35350.05%0.19%0.47%Q1 2015Q3 202335
BENDER ROBERT & ASSOCIATES 35350.14%0.22%0.34%Q1 2015Q3 202335
SCHMIDT P J INVESTMENT MANAGEMENT INC 35350.06%0.27%0.92%Q1 2015Q3 202335
Voya Financial Advisors, Inc. 35350.05%0.09%0.16%Q1 2015Q3 202335
Nippon Life Global Investors Americas, Inc. 3230.38%0.83%2.13%Q2 2013Q3 202335
Edge Wealth Management LLC 35350.00%0.04%0.75%Q2 2013Q4 202135
Carroll Financial Associates, Inc. 35350.02%0.07%0.18%Q2 2013Q4 202135
FLPUTNAM INVESTMENT MANAGEMENT CO 2530.36%1.18%1.88%Q2 2013Q3 202335
LOOMIS SAYLES & CO L P 1780.00%0.16%0.46%Q2 2013Q3 202335
BOURGEON CAPITAL MANAGEMENT LLC 18170.03%0.74%2.29%Q2 2013Q3 202335
BAR HARBOR WEALTH MANAGEMENT 35350.02%0.92%1.94%Q1 2015Q3 202335
WADE G W & INC 35350.04%0.16%0.31%Q1 2015Q3 202335
EVERGREEN CAPITAL MANAGEMENT LLC 2410.04%0.25%0.59%Q2 2013Q3 202334
Kovack Advisors, Inc. 34340.08%0.28%0.52%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.27%0.39%0.54%Q2 2013Q3 202134
Exchange Capital Management, Inc. 3130.00%0.34%0.68%Q3 2014Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.01%0.10%0.19%Q2 2015Q3 202334
Tredje AP-fonden 34340.06%0.39%0.66%Q2 2015Q3 202334
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2320.02%0.31%0.57%Q2 2013Q3 202334
DORCHESTER WEALTH MANAGEMENT Co 34340.08%0.29%0.93%Q2 2015Q3 202334
Harfst & Associates, Inc. 34340.09%0.49%0.97%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.23%0.57%1.00%Q2 2015Q3 202334
Fiduciary Group LLC 34340.12%0.27%0.60%Q2 2015Q3 202334
ASSETMARK, INC 34340.00%0.01%0.07%Q2 2015Q3 202334
Pointe Capital Management LLC 2770.24%0.81%1.44%Q1 2015Q3 202334
Blue Chip Partners, LLC 2620.05%0.50%2.22%Q4 2014Q3 202334
World Asset Management Inc 34340.22%0.34%0.55%Q2 2013Q3 202134
L & S Advisors Inc 3010.06%0.56%1.76%Q3 2013Q3 202334
Aristotle Capital Management, LLC 2430.00%0.00%0.01%Q2 2013Q3 202334
Alberta Investment Management Corp 2610.01%0.08%0.23%Q4 2014Q3 202334
MONTAG & CALDWELL, LLC 2710.01%0.82%2.32%Q2 2013Q3 202334
CLEAR STREET MARKETS LLC 1310.00%0.15%0.89%Q2 2014Q3 202334
AMP Capital Investors Ltd 34340.15%0.24%0.31%Q2 2013Q3 202134
Alpha Cubed Investments, LLC 3310.11%0.50%1.25%Q4 2013Q3 202334
LORD, ABBETT & CO. LLC 2420.01%0.20%0.91%Q2 2013Q3 202334
Gradient Investments LLC 2410.00%0.12%0.36%Q2 2014Q3 202334
Avior Wealth Management, LLC 33330.00%0.11%0.26%Q3 2015Q3 202333
QS Investors, LLC 33330.01%0.12%0.46%Q2 2013Q2 202133
LINCOLN NATIONAL CORP 3210.02%0.12%0.26%Q2 2015Q3 202333
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 33330.05%0.34%0.86%Q3 2015Q3 202333
Hosking Partners LLP 33332.25%3.37%4.72%Q3 2015Q3 202333
VAUGHAN DAVID INVESTMENTS LLC/IL 3210.01%0.02%0.03%Q1 2015Q3 202333
USCA RIA LLC 33330.26%0.41%0.58%Q2 2013Q2 202133
Scott & Selber, Inc. 18150.38%1.27%2.13%Q2 2013Q3 202333
CARDEROCK CAPITAL MANAGEMENT INC 3210.01%1.61%2.97%Q1 2014Q3 202333
CenterStar Asset Management, LLC 710.00%0.15%1.08%Q4 2017Q2 202333
NORTHSTAR ASSET MANAGEMENT LLC 3210.09%0.20%0.43%Q1 2015Q3 202333
ELM ADVISORS, LLC 33330.43%0.51%0.67%Q4 2013Q4 202133
Beech Hill Advisors, Inc. 3210.10%0.18%0.26%Q1 2015Q3 202333
BP PLC 33330.17%0.44%1.01%Q2 2013Q2 202133
FIRST MERCHANTS CORP 33330.55%0.81%1.32%Q3 2015Q3 202333
Argent Trust Co 3210.10%0.44%0.70%Q1 2015Q3 202333
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 3210.00%0.05%0.10%Q2 2013Q3 202333
FISHMAN JAY A LTD/MI 3210.04%0.65%1.38%Q1 2015Q3 202333
Murphy Pohlad Asset Management LLC 33330.16%0.24%0.30%Q3 2015Q3 202333
Strategic Financial Services, Inc, 33330.14%0.30%0.46%Q3 2015Q3 202333
KINGS POINT CAPITAL MANAGEMENT 19140.01%0.04%0.07%Q2 2013Q1 202233
LEAVELL INVESTMENT MANAGEMENT, INC. 2810.03%0.06%0.12%Q2 2010Q3 202333
HOURGLASS CAPITAL, LLC 33330.03%0.10%0.23%Q2 2013Q2 202133
MONETA GROUP INVESTMENT ADVISORS LLC 33330.03%0.06%0.11%Q3 2015Q3 202333
Avalon Investment & Advisory 21120.02%0.31%0.79%Q4 2014Q1 202333
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.18%0.51%1.04%Q2 2013Q2 202133
Alexandria Capital, LLC 2850.01%0.09%0.34%Q2 2013Q3 202133
ROYAL LONDON ASSET MANAGEMENT LTD 2240.15%0.44%0.74%Q2 2013Q3 202333
Parkside Financial Bank & Trust 33330.01%0.11%0.33%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.01%0.05%0.13%Q4 2015Q4 202333
Endurance Wealth Management, Inc. 33330.03%0.10%0.67%Q2 2015Q2 202333
SMITH CHAS P & ASSOCIATES PA CPAS 33330.02%0.25%2.26%Q3 2015Q3 202333
BADGLEY PHELPS & BELL INC 33331.02%1.24%1.52%Q2 2013Q2 202133
S&CO INC 33330.03%0.10%0.15%Q3 2015Q3 202333
First Washington CORP 22110.02%0.62%2.69%Q2 2013Q3 202333
OLD DOMINION CAPITAL MANAGEMENT INC 33330.73%1.39%2.74%Q3 2013Q3 202133
Capula Management Ltd 620.00%0.21%0.94%Q2 2019Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.09%0.13%0.16%Q2 2013Q2 202133
NatWest Group plc 23100.00%2.35%5.36%Q2 2013Q3 202333
New Capital Management LP 1810.00%1.31%4.51%Q4 2016Q3 202332
GREENLEAF TRUST 2840.01%0.04%0.10%Q3 2015Q3 202332
Vision Capital Management, Inc. 32320.11%1.16%1.60%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.02%0.25%0.52%Q2 2013Q1 202132
WESTFIELD CAPITAL MANAGEMENT CO LP 1440.01%0.70%1.19%Q2 2013Q3 202332
NICOLET BANKSHARES INC 32320.33%0.64%1.31%Q4 2015Q3 202332
Alley Co LLC 32320.47%1.17%1.97%Q1 2014Q4 202132
Merriman Wealth Management, LLC 32320.10%0.23%0.40%Q4 2015Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.00%0.14%0.34%Q4 2015Q3 202332
Grove Bank & Trust 32320.27%0.35%0.48%Q4 2015Q3 202332
Beaumont Financial Partners, LLC 2810.01%0.09%0.21%Q2 2013Q3 202232
FRG Family Wealth Advisors LLC 32320.48%1.17%1.83%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.16%0.27%0.60%Q1 2016Q4 202332
TELEMUS CAPITAL, LLC 3110.03%0.06%0.10%Q3 2013Q3 202332
Formidable Asset Management, LLC 1510.06%0.09%0.13%Q3 2013Q3 202332
Clarius Group, LLC 32320.35%0.43%0.57%Q4 2015Q3 202332
Hills Bank & Trust Co 32320.16%0.43%0.65%Q4 2015Q3 202332
PATHSTONE FAMILY OFFICE, LLC 2710.01%0.15%0.73%Q2 2013Q3 202332
Epoch Investment Partners, Inc. 32320.01%0.45%1.50%Q4 2015Q3 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.50%0.75%1.19%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.03%0.46%0.83%Q4 2015Q3 202332
State of Alaska, Department of Revenue 32320.21%0.53%1.22%Q4 2015Q3 202332
WADDELL & REED FINANCIAL INC 32320.21%0.35%0.68%Q2 2013Q1 202132
Kingfisher Capital LLC 32320.01%1.01%2.09%Q4 2015Q3 202332
Venturi Wealth Management, LLC 32320.13%0.80%1.88%Q4 2015Q3 202332
Proficio Capital Partners LLC 32320.04%0.25%0.93%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.08%0.13%0.28%Q4 2015Q3 202332
Asset Dedication, LLC 32320.14%0.35%0.60%Q4 2015Q3 202332
MU Investments Co., Ltd. 32322.39%3.97%5.29%Q4 2015Q3 202332
WIMMER ASSOCIATES 1, LLC 32321.50%2.06%2.76%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.06%0.27%0.62%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.11%0.16%0.32%Q4 2015Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.74%0.99%1.37%Q2 2013Q1 202132
Somerset Group LLC 3020.34%1.51%2.64%Q2 2013Q3 202332
Community Bank, N.A. 32320.00%0.01%0.03%Q4 2015Q3 202332
Convergence Investment Partners, LLC 2570.02%0.16%0.36%Q4 2014Q3 202332
WESTWOOD MANAGEMENT CORP /IL/ 2230.11%0.47%2.96%Q2 2013Q3 202332
Bristlecone Advisors, LLC 32321.35%1.67%1.97%Q4 2015Q3 202332
MARATHON ASSET MANAGEMENT LLP 32320.49%0.95%3.91%Q2 2013Q1 202132
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 32320.03%0.13%0.91%Q4 2015Q3 202332
WINTON GROUP Ltd 1820.01%0.12%0.64%Q2 2014Q3 202332
IMS Capital Management 32320.15%0.38%1.11%Q4 2015Q3 202332
ACG Wealth 32320.23%0.69%0.90%Q4 2014Q3 202232
Gratus Capital, LLC 30300.10%1.24%2.39%Q2 2016Q3 202332
TUDOR INVESTMENT CORP ET AL 1310.01%0.09%0.43%Q4 2013Q3 202332
SPINNAKER TRUST 32320.03%0.16%0.45%Q4 2015Q3 202332
Abbot Financial Management, Inc. 1510.03%0.16%0.64%Q4 2017Q3 202331
Notis-McConarty Edward 20110.08%0.36%0.60%Q4 2013Q3 202331
WealthPLAN Partners, LLC 2110.03%0.70%1.23%Q1 2015Q4 202331
Aviance Capital Partners, LLC 2740.08%0.13%0.20%Q3 2015Q3 202331
UNITED SERVICES AUTOMOBILE ASSOCIATION 2620.02%0.15%0.22%Q2 2013Q3 202331
Vident Investment Advisory, LLC 2650.00%0.13%0.30%Q2 2015Q2 202331
Simmons Bank 31310.15%0.24%0.53%Q1 2016Q3 202331
AGF INVESTMENTS INC. 2830.04%0.58%1.38%Q2 2013Q3 202231
HALL CAPITAL MANAGEMENT CO INC 1741.20%1.88%2.46%Q4 2014Q3 202331
Douglas Lane & Associates, LLC 31310.02%0.03%0.06%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.11%0.17%0.35%Q1 2016Q3 202331
One Capital Management, LLC 1810.01%0.12%0.43%Q1 2014Q3 202331
ATLANTA CAPITAL MANAGEMENT CO L L C 21100.02%0.39%1.11%Q2 2013Q3 202231
PHILADELPHIA TRUST CO 2920.02%0.11%0.31%Q3 2015Q3 202331
Aperio Group, LLC 31310.22%0.34%0.55%Q2 2013Q4 202031
FIL Ltd 1280.00%0.07%0.42%Q1 2014Q3 202331
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.04%0.11%0.50%Q4 2016Q3 202331
IFP Advisors, Inc 17140.07%0.21%0.46%Q4 2015Q3 202331
AMICA MUTUAL INSURANCE CO 21100.21%0.39%0.84%Q2 2013Q3 202331
Laurel Wealth Advisors, Inc. 29290.04%0.20%0.27%Q4 2015Q4 202231
Sutton Wealth Advisors Inc. 31310.08%0.10%0.14%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.17%0.29%0.43%Q2 2013Q4 202031
Avidian Wealth Solutions, LLC 2830.04%0.08%0.13%Q4 2015Q3 202331
Integrated Investment Consultants, LLC 2380.15%0.22%0.28%Q4 2015Q3 202331
Supplemental Annuity Collective Trust of NJ 18130.29%0.53%0.82%Q1 2014Q3 202331
NEXT Financial Group, Inc 31310.16%0.31%0.55%Q2 2014Q4 202131
MCMILLION CAPITAL MANAGEMENT INC 31311.85%2.67%3.75%Q4 2015Q2 202331
BANK OF NOVA SCOTIA TRUST CO 3010.00%1.14%1.73%Q3 2015Q3 202331
EDMOND DE ROTHSCHILD HOLDING S.A. 31310.00%0.03%0.16%Q1 2016Q3 202331
FIRST CITIZENS BANK & TRUST CO 2320.02%0.36%1.08%Q2 2013Q3 202331
Intersect Capital LLC 31310.23%0.42%0.63%Q4 2014Q2 202231
Valeo Financial Advisors, LLC 25250.00%0.14%0.35%Q3 2017Q3 202330
Harel Insurance Investments & Financial Services Ltd. 1810.00%0.03%0.18%Q4 2015Q3 202330
Front Street Capital Management, Inc. 30303.93%5.66%8.62%Q2 2016Q3 202330
FORVIS Wealth Advisors, LLC 2820.02%0.03%0.06%Q3 2015Q3 202330
Balentine LLC 18120.00%0.07%0.33%Q1 2015Q3 202330
Winslow Capital Management, LLC 1920.00%1.26%2.86%Q2 2013Q3 202330
Jacobi Capital Management LLC 30300.01%0.07%0.23%Q2 2016Q3 202330
Peak Asset Management, LLC 30300.09%0.28%0.60%Q2 2016Q3 202330
Transform Wealth, LLC 30300.38%0.97%2.51%Q2 2016Q3 202330
WESTWOOD HOLDINGS GROUP INC 2640.00%0.03%0.10%Q4 2015Q3 202330
Frontier Wealth Management LLC 30300.04%0.51%1.15%Q1 2015Q2 202230
MCF Advisors LLC 1910.00%0.02%0.11%Q3 2014Q3 202330
Elite Wealth Management, Inc. 17130.01%0.64%2.32%Q3 2012Q3 202330
NORTH POINT PORTFOLIO MANAGERS CORP/OH 30302.04%3.38%5.02%Q2 2016Q3 202330
Covenant Asset Management, LLC 28280.42%0.78%1.77%Q4 2016Q3 202330
Hudock, Inc. 20100.00%0.02%0.05%Q2 2013Q3 202230
PRELUDE CAPITAL MANAGEMENT, LLC 1110.00%0.04%0.15%Q3 2013Q2 202330
CARRET ASSET MANAGEMENT, LLC 30300.04%0.17%0.54%Q2 2016Q3 202330
MONTGOMERY INVESTMENT MANAGEMENT INC 30300.10%0.17%0.26%Q2 2016Q3 202330
Rathbones Group PLC 2190.01%1.20%1.78%Q3 2015Q3 202330
NAVELLIER & ASSOCIATES INC 920.01%0.75%2.04%Q3 2012Q3 202330
AMERICAN NATIONAL BANK 30300.01%1.45%2.75%Q2 2016Q3 202330
SIT INVESTMENT ASSOCIATES INC 2820.00%0.09%0.37%Q2 2013Q3 202330
FRED ALGER MANAGEMENT, LLC 1050.00%0.17%0.94%Q2 2013Q2 202330
AMG National Trust Bank 16140.04%0.08%0.16%Q2 2013Q3 202330
JONES FINANCIAL COMPANIES LLLP 2820.00%0.01%0.02%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.10%0.16%0.25%Q2 2013Q3 202030
ASPIRIANT, LLC 2370.02%0.05%0.14%Q1 2016Q3 202330
GSA CAPITAL PARTNERS LLP 510.02%0.16%0.53%Q3 2013Q3 202330
ALPHA WINDWARD LLC 30300.12%0.17%0.40%Q2 2013Q3 202030
Nicholas Hoffman & Company, LLC. 30300.07%0.17%0.29%Q2 2016Q3 202330
ARMSTRONG HENRY H ASSOCIATES INC 2430.04%0.06%0.09%Q4 2015Q3 202330
Darwin Wealth Management, LLC 30300.10%0.43%1.17%Q2 2016Q3 202330
Reilly Herbert Faulkner III 30302.25%2.78%3.30%Q4 2013Q1 202130
Snowden Capital Advisors LLC 2280.10%0.20%0.47%Q1 2016Q3 202330
COMMERZBANK AKTIENGESELLSCHAFT /FI 2810.01%0.10%0.27%Q2 2013Q3 202329
Redwood Investments, LLC 19100.00%0.78%2.07%Q2 2013Q3 202329
Amica Retiree Medical Trust 19100.16%0.37%0.90%Q4 2013Q3 202329
NOTTINGHAM ADVISORS, INC. 29290.02%0.06%0.10%Q3 2016Q3 202329
Field & Main Bank 1440.02%0.95%1.73%Q4 2013Q3 202329
Brinker Capital Investments, LLC 2630.00%0.05%0.15%Q2 2013Q4 202229
CWH Capital Management, Inc. 29290.17%0.33%0.57%Q4 2013Q4 202029
Silicon Valley Capital Partners 29290.14%0.34%1.22%Q3 2016Q3 202329
Berkshire Hathaway 29290.40%0.51%0.70%Q2 2013Q2 202029
Winslow, Evans & Crocker, Inc. 29290.57%1.02%1.61%Q4 2013Q4 202029
Point72 Hong Kong Ltd 910.00%0.19%0.53%Q3 2014Q3 202229
PEDDOCK CAPITAL ADVISORS, LLC 29290.11%0.26%0.40%Q3 2016Q3 202329
Dana Investment Advisors, Inc. 1310.01%0.06%0.24%Q2 2013Q3 202329
Cribstone Capital Management, LLC 29290.02%0.15%0.84%Q4 2015Q4 202229
RMB Capital Management, LLC 29290.02%0.05%0.23%Q3 2016Q3 202329
INGALLS & SNYDER LLC 2180.01%0.03%0.05%Q2 2016Q3 202329
RITHOLTZ WEALTH MANAGEMENT 24240.00%0.12%0.41%Q4 2017Q3 202329
Royal Fund Management, LLC 13100.00%0.04%0.09%Q1 2017Q3 202329
SNS Financial Group, LLC 28280.09%0.12%0.14%Q4 2016Q3 202329
Lombard Odier Asset Management (Switzerland) SA 910.02%0.10%0.28%Q2 2014Q1 202329
THOMPSON INVESTMENT MANAGEMENT, INC. 2810.04%0.05%0.08%Q4 2015Q3 202329
FIRST QUADRANT LLC/CA 2510.00%0.12%0.76%Q2 2013Q1 202229
Grassi Investment Management 2630.04%0.16%0.33%Q4 2015Q3 202329
CIM INVESTMENT MANAGEMENT INC 1410.10%0.42%0.67%Q2 2013Q3 202329
Stockman Wealth Management, Inc. 29290.14%0.33%2.24%Q3 2016Q3 202329
HUTNER CAPITAL MANAGEMENT INC 29292.81%4.54%6.70%Q3 2016Q3 202329
GAM Holding AG 1750.02%0.19%0.68%Q2 2013Q4 202029
RB Capital Management, LLC 28280.00%2.46%3.04%Q4 2016Q3 202329
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2010.00%0.09%0.39%Q2 2013Q3 202329
Legacy Private Trust Co. 2180.03%0.11%0.47%Q2 2014Q3 202329
FIRST MERCANTILE TRUST CO 1660.00%0.22%0.67%Q2 2013Q3 202129
Patriot Financial Group Insurance Agency, LLC 28280.03%0.18%0.35%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.06%0.10%0.14%Q4 2016Q3 202328
ALLSTATE CORP 2030.05%0.29%1.12%Q1 2015Q3 202328
Capital Investment Advisory Services, LLC 28280.20%0.25%0.33%Q4 2016Q3 202328
Aldebaran Financial Inc. 2410.17%0.23%0.34%Q4 2013Q1 202228
DIVIDEND ASSETS CAPITAL, LLC 28281.12%2.71%3.88%Q4 2016Q3 202328
NewEdge Advisors, LLC 2710.01%0.20%0.74%Q2 2015Q3 202328
CONSOLIDATED CAPITAL MANAGEMENT, LLC 28280.88%2.31%3.86%Q4 2016Q3 202328
Cetera Investment Advisers 28280.05%0.14%0.28%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.13%0.21%0.26%Q4 2016Q3 202328
Horan Securities, Inc. 2170.46%0.79%1.12%Q2 2016Q2 202328
WEALTHSOURCE PARTNERS, LLC 2620.04%0.16%0.51%Q1 2016Q3 202328
Mercer Capital Advisers, Inc. 28280.01%0.09%0.16%Q4 2014Q3 202128
NEW ENGLAND ASSET MANAGEMENT INC 28280.00%0.01%0.01%Q1 2015Q4 202128
Lee Financial Co 28280.01%0.05%0.11%Q4 2016Q3 202328
CHOREO, LLC 1990.02%0.06%0.19%Q3 2016Q3 202328
LYELL WEALTH MANAGEMENT, LP 28281.42%1.71%2.11%Q4 2016Q3 202328
EXANE DERIVATIVES 1320.00%0.21%0.92%Q4 2014Q2 202228
Parallel Advisors, LLC 28280.33%0.45%0.86%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.09%0.18%0.32%Q4 2016Q3 202328
Norway Savings Bank 28280.03%0.25%0.77%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.08%0.20%0.34%Q4 2016Q3 202328
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.60%1.36%2.21%Q3 2014Q3 202328
First Bank & Trust 28280.36%0.53%1.25%Q4 2016Q3 202328
Tandem Investment Advisors, Inc. 28281.74%2.61%3.83%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.23%0.33%0.64%Q1 2016Q4 202228
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.74%1.19%1.78%Q4 2016Q3 202328
STEGINSKY CAPITAL LLC 282817.46%22.14%26.66%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.16%0.34%Q4 2016Q3 202328
Radnor Capital Management, LLC 28280.08%0.15%0.35%Q4 2016Q3 202328
Independent Advisor Alliance 28280.09%0.45%0.88%Q4 2016Q3 202328
Perennial Advisors, LLC 28281.33%1.79%2.26%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.00%0.02%0.05%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.24%0.32%Q4 2016Q3 202328
Abbrea Capital, LLC 28281.01%1.88%2.84%Q4 2016Q3 202328
HCR Wealth Advisors 28280.66%0.80%1.05%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.11%0.50%0.96%Q4 2016Q3 202328
IPG Investment Advisors LLC 1260.07%0.15%0.52%Q4 2013Q3 202328
Northwest Quadrant Wealth Management, LLC 28280.30%0.41%0.57%Q4 2016Q3 202328
WITTENBERG INVESTMENT MANAGEMENT, INC. 28280.14%0.24%0.36%Q4 2016Q3 202328
United Bank 28280.93%1.34%1.90%Q4 2016Q3 202328
Marietta Wealth Management, LLC 28280.77%1.24%1.70%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.08%0.15%0.22%Q4 2016Q3 202328
Capco Asset Management, LLC 28280.04%1.79%4.72%Q4 2016Q3 202328
Psagot Value Holdings Ltd. 28280.01%0.09%0.15%Q4 2014Q3 202128
Private Ocean, LLC 2530.00%0.09%0.18%Q1 2014Q3 202328
IFM Investors Pty Ltd 28280.34%0.49%0.65%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28280.43%1.15%2.38%Q4 2016Q3 202328
PEOPLES BANK /OH 28280.12%0.34%0.52%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.25%0.48%0.81%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.18%0.39%0.61%Q4 2016Q3 202328
OAK RIDGE INVESTMENTS LLC 28280.45%1.16%2.28%Q4 2016Q3 202328
Homrich & Berg 28280.02%0.03%0.05%Q4 2014Q3 202128
ALBION FINANCIAL GROUP /UT 18100.03%1.11%2.01%Q3 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.14%0.28%0.55%Q4 2016Q3 202328
FORTE CAPITAL LLC /ADV 14140.10%0.18%0.30%Q3 2014Q3 202328
PATTON ALBERTSON MILLER GROUP, LLC 1910.03%0.22%0.44%Q2 2013Q3 202328
Asset Management Advisors, LLC 28280.18%0.41%0.96%Q4 2013Q3 202028
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.02%0.13%0.22%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.24%0.45%3.87%Q4 2016Q3 202328
Steigerwald, Gordon & Koch Inc. 28280.09%0.12%0.15%Q4 2016Q3 202328
Pflug Koory, LLC 28280.06%0.07%0.10%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.25%0.44%0.74%Q2 2013Q1 202028
RWA WEALTH PARTNERS, LLC 28280.08%0.41%1.05%Q4 2016Q3 202328
Kiwi Wealth Investments Limited Partnership 1610.43%1.34%2.56%Q1 2014Q2 202328
Assenagon Asset Management S.A. 28280.01%0.19%1.04%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.00%0.02%0.02%Q4 2016Q3 202328
Perpetual Ltd 2410.00%0.15%1.02%Q1 2013Q3 202328
Bruderman Asset Management, LLC 1810.02%1.45%3.94%Q1 2015Q2 202227
QCI ASSET MANAGEMENT INC/NY 2070.00%0.00%0.00%Q2 2013Q1 202027
C M BIDWELL & ASSOCIATES LTD 1910.01%0.37%1.29%Q4 2015Q3 202327
Heritage Trust Co 27270.07%0.16%0.29%Q1 2017Q3 202327
AE Wealth Management LLC 27270.06%0.13%0.21%Q1 2017Q3 202327
CLEARARC CAPITAL INC 27270.23%0.34%0.55%Q2 2013Q4 201927
Miracle Mile Advisors, LLC 27270.04%0.19%0.62%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.11%0.14%0.21%Q1 2017Q3 202327
WealthTrust-Arizona, LLC 23230.00%0.02%0.05%Q2 2013Q4 201827
GOULD ASSET MANAGEMENT LLC /CA/ 27270.11%0.18%0.28%Q1 2017Q3 202327
HM PAYSON & CO 1840.01%0.02%0.04%Q2 2016Q3 202327
BFSG, LLC 27270.78%1.03%1.45%Q1 2017Q3 202327
First Command Bank 27270.02%0.08%0.14%Q4 2016Q2 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.36%0.68%1.07%Q2 2013Q4 201927
AUA CAPITAL MANAGEMENT, LLC 2610.11%0.18%0.31%Q4 2016Q3 202327
MONETARY MANAGEMENT GROUP INC 2070.02%0.50%0.99%Q2 2014Q3 202327
MML INVESTORS SERVICES, LLC 27270.06%0.17%0.24%Q1 2017Q3 202327
Natixis Investment Managers International 1210.02%0.11%1.16%Q2 2014Q3 202327
Bank Pictet & Cie (Europe) AG 1510.06%1.18%2.59%Q3 2014Q3 202327
OneDigital Investment Advisors LLC 26260.00%0.08%0.15%Q2 2017Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.02%0.04%0.09%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.10%0.19%0.27%Q2 2013Q4 201927
First Heartland Consultants, Inc. 1980.03%0.09%0.14%Q4 2015Q3 202327
BB&T SECURITIES, LLC 26260.01%0.11%0.24%Q2 2013Q3 201927
Sharkey, Howes & Javer 1890.01%0.03%0.06%Q1 2015Q3 202327
First Command Financial Services, Inc. 27270.00%0.07%0.18%Q4 2016Q2 202327
Bath Savings Trust Co 2610.07%0.44%1.36%Q4 2015Q3 202327
Private Advisory Group LLC 27270.85%2.18%3.18%Q1 2017Q3 202327
Municipal Employees' Retirement System of Michigan 2070.07%0.14%0.23%Q3 2013Q2 202027
Pacific Center for Financial Services 2430.04%0.10%0.18%Q4 2016Q3 202327
PARADIGM ASSET MANAGEMENT CO LLC 2160.04%0.44%1.02%Q4 2014Q3 202327
BURKE & HERBERT BANK & TRUST CO 27270.20%0.46%0.79%Q1 2017Q3 202327
BOYS ARNOLD & CO INC 16110.25%0.38%0.54%Q2 2013Q1 202027
DUPONT CAPITAL MANAGEMENT CORP 2430.03%0.25%0.54%Q4 2014Q4 202227
Tufton Capital Management 27270.10%0.20%0.36%Q1 2017Q3 202327
EVERMAY WEALTH MANAGEMENT LLC 27270.09%0.18%0.31%Q1 2017Q3 202327
Empire Life Investments Inc. 2610.00%0.74%1.82%Q4 2016Q3 202327
HighPoint Advisor Group LLC 2510.23%0.91%2.42%Q1 2015Q2 202227
Mraz, Amerine & Associates, Inc. 27270.08%0.15%0.27%Q1 2017Q3 202327
K.J. Harrison & Partners Inc 2610.14%0.71%1.50%Q3 2016Q3 202327
Keel Point, LLC 2340.03%0.07%0.10%Q4 2016Q3 202327
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1210.01%0.17%0.58%Q2 2013Q3 202327
Gs Investments, Inc. 26261.00%1.75%4.21%Q2 2017Q3 202326
ARGI Investment Services, LLC 26260.02%0.04%0.08%Q3 2016Q4 202226
Garner Asset Management Corp 26261.02%1.23%1.62%Q2 2017Q3 202326
Crescent Grove Advisors, LLC 26260.03%0.08%0.11%Q2 2017Q3 202326
Gotham Asset Management, LLC 2210.01%0.09%0.21%Q4 2014Q3 202326
Foundry Partners, LLC 1210.01%0.25%0.98%Q4 2013Q1 202226
PARK AVENUE SECURITIES LLC 26260.02%0.13%0.24%Q2 2017Q3 202326
ADELL HARRIMAN & CARPENTER INC 26260.24%1.10%2.02%Q2 2017Q3 202326
Sterling Capital Management LLC 26260.00%0.02%0.05%Q2 2013Q3 201926
Cerity Partners LLC 2510.16%0.40%0.65%Q1 2017Q3 202326
Harvest Fund Management Co., Ltd 26260.01%0.30%1.07%Q2 2017Q3 202326
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1010.05%0.37%1.11%Q3 2014Q3 202226
Willingdon Wealth Management 26260.93%1.61%2.68%Q4 2013Q1 202026
PAYDEN & RYGEL 2510.00%1.46%2.61%Q4 2015Q2 202326
CSat Investment Advisory, L.P. 14120.14%3.28%7.16%Q2 2013Q1 202126
Founders Capital Management 13130.01%0.11%0.22%Q1 2017Q4 202326
Arete Wealth Advisors, LLC 26260.10%0.23%0.48%Q2 2017Q3 202326
Family Legacy, Inc. 2420.41%1.05%1.70%Q1 2017Q3 202326
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1910.12%0.45%2.39%Q2 2014Q3 202226
Israel Discount Bank of New York 1790.25%0.53%0.82%Q1 2017Q3 202326
TWIN CAPITAL MANAGEMENT INC 1820.08%0.41%0.92%Q2 2013Q3 202326
USS Investment Management Ltd 1410.06%0.53%1.56%Q4 2012Q3 202326
Cypress Capital Group 26260.09%0.62%0.93%Q2 2017Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.14%0.74%Q2 2013Q3 201926
CAAS CAPITAL MANAGEMENT LP 610.01%0.17%0.47%Q1 2020Q3 202326
Sitrin Capital Management LLC 1972.73%3.46%5.05%Q4 2015Q3 202326
Focused Wealth Management, Inc 13130.00%0.01%0.04%Q1 2016Q3 202326
Highland Private Wealth Management 2240.08%0.21%1.50%Q1 2016Q3 202226
ZEVENBERGEN CAPITAL INVESTMENTS LLC 26260.02%0.06%0.24%Q2 2017Q3 202326
Winch Advisory Services, LLC 2030.00%0.41%1.12%Q3 2014Q3 202326
Penserra Capital Management LLC 2010.00%0.02%0.19%Q4 2015Q3 202326
GUARDIAN CAPITAL LP 2120.01%0.51%1.10%Q2 2013Q3 202326
BOSTON ADVISORS LLC 26260.02%0.29%1.36%Q2 2013Q3 201926
VESTOR CAPITAL, LLC 13130.02%0.05%0.39%Q1 2017Q3 202326
Institute for Wealth Management, LLC. 26260.58%0.76%0.94%Q2 2017Q3 202326
Summit X, LLC 26260.07%0.31%0.39%Q2 2017Q3 202326
Waratah Capital Advisors Ltd. 1010.01%1.42%4.48%Q3 2013Q1 202326
Family Firm, Inc. 26260.09%0.17%0.26%Q2 2017Q3 202326
WESPAC Advisors SoCal, LLC 26260.33%0.64%3.19%Q4 2015Q1 202226
Crossmark Global Holdings, Inc. 2510.22%0.30%0.42%Q3 2016Q3 202326
MADISON INVESTMENT HOLDINGS INC 26260.11%0.39%0.90%Q2 2013Q3 201926
Personal Capital Advisors Corp 26260.42%0.55%0.69%Q3 2016Q4 202226
Dorsey & Whitney Trust CO LLC 26260.20%0.31%0.43%Q2 2017Q3 202326
Beaton Management Co. Inc. 26260.14%1.08%1.50%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.10%0.18%0.30%Q2 2013Q3 201926
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 25250.13%0.37%1.64%Q3 2017Q3 202325
abrdn plc 25250.11%0.44%1.01%Q3 2017Q3 202325
BINGHAM OSBORN & SCARBOROUGH LLC 25250.03%0.07%0.11%Q3 2015Q3 202125
WENDELL DAVID ASSOCIATES INC 25250.04%0.48%1.17%Q3 2017Q3 202325
Addison Capital Co 25250.19%0.30%0.55%Q3 2017Q3 202325
NN Investment Partners Holdings N.V. 25250.00%0.26%0.59%Q1 2016Q1 202225
Cascade Investment Advisors, Inc. 2310.04%0.08%0.13%Q2 2016Q1 202325
Achmea Investment Management B.V. 14110.04%0.60%1.47%Q2 2017Q3 202325
Lourd Capital, LLC 25251.91%3.05%8.03%Q2 2013Q2 201925
Westside Investment Management, Inc. 1510.00%0.13%0.23%Q4 2016Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.23%0.35%Q3 2017Q3 202325
CHEMICAL BANK 25250.13%0.22%0.37%Q2 2013Q2 201925
Wealthcare Advisory Partners LLC 25250.03%0.06%0.09%Q3 2017Q3 202325
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 2410.04%0.15%0.25%Q1 2017Q3 202325
Lenox Wealth Advisors, LLC 1520.00%0.07%0.14%Q3 2013Q1 202225
Clean Yield Group 2010.03%0.09%0.14%Q1 2015Q3 202325
AJ WEALTH STRATEGIES, LLC 25250.07%0.10%0.14%Q2 2017Q2 202325
Telos Capital Management, Inc. 25250.53%0.68%0.92%Q3 2017Q3 202325
New England Research & Management, Inc. 710.11%0.47%1.28%Q4 2013Q1 202325
Almanack Investment Partners, LLC. 25250.04%0.07%0.14%Q2 2017Q2 202325
WINTRUST INVESTMENTS LLC 1520.08%0.18%0.39%Q1 2017Q3 202325
Krilogy Financial LLC 1410.00%0.10%0.22%Q3 2015Q1 202325
Sunbelt Securities, Inc. 1910.03%0.26%0.44%Q4 2016Q3 202325
Harrington Investments, INC 25251.11%1.56%2.36%Q3 2017Q3 202325
Osborn Williams & Donohoe LLC 2320.04%0.09%0.30%Q3 2013Q1 202025
COMMONWEALTH BANK OF AUSTRALIA 25250.07%0.11%0.21%Q2 2013Q2 201925
MASTRAPASQUA ASSET MANAGEMENT INC 25251.13%1.65%2.13%Q3 2017Q3 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
OppenheimerFunds, Inc. 25250.01%0.16%0.40%Q1 2013Q1 201925
TIAA, FSB 25250.01%0.05%0.10%Q2 2017Q2 202325
WRIGHT INVESTORS SERVICE INC 2410.16%0.71%1.28%Q2 2017Q3 202325
Sage Capital Advisors,llc 1960.13%0.51%1.72%Q2 2017Q3 202325
Highlander Capital Management, LLC 25250.72%1.24%1.75%Q3 2017Q3 202325
Quantbot Technologies LP 810.07%0.48%1.70%Q2 2013Q3 202325
SHEETS SMITH WEALTH MANAGEMENT 25250.06%0.21%0.44%Q3 2017Q3 202325
HEADINVEST, LLC 25250.08%0.17%0.28%Q3 2017Q3 202325
ClariVest Asset Management LLC 15100.10%0.64%1.55%Q2 2013Q3 202325
Chicago Partners Investment Group LLC 1610.00%0.05%0.12%Q4 2014Q3 202325
YorkBridge Wealth Partners, LLC 25250.18%0.42%0.71%Q4 2016Q4 202225
Koshinski Asset Management, Inc. 1690.05%0.27%0.50%Q1 2017Q3 202325
Belpointe Asset Management LLC 25250.11%0.31%0.54%Q3 2017Q3 202325
COBIZ WEALTH, LLC 25251.29%1.51%1.83%Q2 2013Q2 201925
PROVIDENT TRUST CO 25254.41%7.56%11.42%Q3 2017Q3 202325
Sonora Investment Management, LLC 25250.37%0.67%1.62%Q3 2015Q3 202125
DAVIS SELECTED ADVISERS 25250.01%1.56%3.84%Q2 2013Q2 201925
Bray Capital Advisors 2320.00%1.11%1.70%Q2 2015Q3 202325
Modera Wealth Management, LLC 25250.04%0.06%0.12%Q3 2017Q3 202325
VALLEY WEALTH MANAGERS, INC. 2140.01%0.04%0.05%Q2 2016Q3 202325
Moisand Fitzgerald Tamayo, LLC 25250.00%0.02%0.04%Q3 2017Q3 202325
COOKSON PEIRCE & CO INC 2050.01%1.60%3.05%Q4 2014Q3 202325
Polaris Wealth Advisory Group, LLC 1810.02%0.52%2.74%Q4 2016Q3 202325
First City Capital Management, Inc. 1330.12%0.17%0.26%Q1 2014Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.95%1.79%2.67%Q2 2013Q2 201925
Cornerstone Advisors, Inc. 25250.04%0.17%0.39%Q2 2013Q2 201925
Bogart Wealth, LLC 25250.04%0.20%0.38%Q3 2017Q3 202325
PEOPLES FINANCIAL SERVICES CORP. 24240.01%0.10%0.40%Q4 2017Q3 202324
Gryphon Financial Partners LLC 24240.02%0.16%0.27%Q4 2017Q3 202324
Keeler Thomas Management LLC 24240.97%2.32%4.44%Q4 2017Q3 202324
Front Row Advisors LLC 24240.45%1.28%1.90%Q4 2017Q3 202324
X-Square Capital, LLC 24240.22%0.91%1.50%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.01%0.15%0.25%Q4 2017Q3 202324
LEVIN CAPITAL STRATEGIES, L.P. 1860.01%0.05%0.12%Q4 2015Q3 202324
ORLEANS CAPITAL MANAGEMENT CORP/LA 14100.25%2.16%2.98%Q3 2017Q3 202324
Heritage Wealth Advisors 24240.04%0.07%0.11%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.01%0.38%0.92%Q4 2017Q3 202324
DDD Partners, LLC 24241.74%2.33%2.87%Q4 2017Q3 202324
Ironvine Capital Partners, LLC 24241.92%2.57%3.82%Q4 2017Q3 202324
Nikulski Financial, Inc. 24241.55%2.04%2.62%Q4 2017Q3 202324
Banco de Sabadell, S.A 24240.19%1.06%3.36%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.28%0.38%0.56%Q4 2017Q3 202324
Buckley Wealth Management, LLC 24240.98%1.53%2.39%Q4 2017Q3 202324
Bell Asset Management Ltd 24240.88%1.14%1.46%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.25%0.32%0.39%Q2 2013Q1 201924
Hexavest Inc. 1770.25%0.82%1.27%Q1 2014Q3 202124
PLIMOTH TRUST CO LLC 24240.11%0.19%0.25%Q4 2017Q3 202324
Hyperion Asset Management Ltd 24241.95%4.16%7.39%Q4 2017Q3 202324
Zurich Insurance Group Ltd/FI 2220.27%0.45%1.20%Q3 2015Q3 202324
TRADITION CAPITAL MANAGEMENT LLC 24240.32%0.41%0.50%Q2 2013Q1 201924
HALL LAURIE J TRUSTEE 13110.05%0.10%0.14%Q2 2017Q3 202324
Good Life Advisors, LLC 24240.07%0.27%0.60%Q4 2017Q3 202324
TOTH FINANCIAL ADVISORY CORP 24240.03%0.07%0.16%Q4 2017Q3 202324
CANANDAIGUA NATIONAL BANK & TRUST CO 2040.04%0.11%0.33%Q2 2015Q4 202324
CHICAGO EQUITY PARTNERS LLC 1130.01%0.24%0.87%Q2 2013Q1 202024
Bridge Creek Capital Management LLC 24240.21%0.47%0.68%Q4 2017Q3 202324
NVWM, LLC 24240.03%0.78%1.27%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.18%0.31%0.44%Q4 2017Q3 202324
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24240.17%0.46%0.95%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.09%0.20%0.36%Q4 2017Q3 202324
FIRST AMERICAN TRUST, FSB 2130.05%0.21%1.03%Q2 2013Q3 202324
SOUTH TEXAS MONEY MANAGEMENT LTD 24240.03%0.97%2.03%Q4 2013Q3 201924
IMA Wealth, Inc. 2220.02%0.04%0.17%Q2 2017Q3 202324
Treasurer of the State of North Carolina 24240.33%0.50%0.62%Q4 2017Q3 202324
HYMAN CHARLES D 24240.06%1.63%2.71%Q4 2017Q3 202324
KCS Wealth Advisory 24240.98%1.21%1.51%Q4 2017Q3 202324
STEVENS CAPITAL MANAGEMENT LP 710.02%0.55%1.93%Q3 2013Q3 202324
Brightworth 24240.12%1.33%1.98%Q4 2016Q3 202224
HoyleCohen, LLC 24240.94%1.48%1.86%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.02%0.04%0.06%Q4 2017Q3 202324
IBERIABANK CORP 24240.13%0.57%1.17%Q3 2014Q2 202024
Summit Global Investments 24240.28%0.76%1.54%Q4 2017Q3 202324
FIRST HAWAIIAN BANK 2130.04%0.11%0.20%Q2 2013Q3 202324
ZEKE CAPITAL ADVISORS, LLC 1510.01%0.19%0.37%Q3 2014Q4 202224
Avondale Wealth Management 24240.02%0.09%0.32%Q4 2017Q3 202324
Mn Services Vermogensbeheer B.V. 14100.20%0.64%1.22%Q1 2016Q3 202324
McIlrath & Eck, LLC 24240.15%0.51%2.33%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.01%0.39%1.19%Q2 2013Q1 201924
Steinberg Global Asset Management 24240.12%0.18%0.29%Q2 2013Q1 201924
Rice Partnership, LLC 24240.14%0.51%1.88%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24240.16%0.46%0.74%Q4 2017Q3 202324
Stokes Capital Advisors, LLC 24241.41%1.95%2.59%Q4 2017Q3 202324
Seelaus Asset Management LLC 24240.81%1.29%1.82%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.08%0.20%0.29%Q2 2013Q1 201924
ROCKLAND TRUST CO 24240.03%0.08%0.13%Q4 2017Q3 202324
NAPLES GLOBAL ADVISORS, LLC 24240.06%0.11%0.18%Q4 2017Q3 202324
Rossmore Private Capital 24240.23%0.42%0.58%Q4 2017Q3 202324
CNB Bank 24240.17%0.46%0.74%Q4 2017Q3 202324
BRASADA CAPITAL MANAGEMENT, LP 24240.66%1.78%3.26%Q4 2017Q3 202324
Paulson Wealth Management Inc. 24240.27%0.44%0.82%Q4 2017Q3 202324
BDO Wealth Advisors, LLC 2310.00%0.09%0.18%Q2 2017Q2 202324
Lee Financial Group Hawaii, Inc. 24240.48%2.25%5.16%Q4 2017Q3 202324
Engineers Gate Manager LP 910.02%0.26%0.61%Q4 2014Q3 202324
D.B. Root & Company, LLC 24240.22%0.49%0.80%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 22220.00%0.33%1.26%Q2 2018Q3 202324
Arlington Financial Advisors, LLC 24241.33%2.21%3.02%Q4 2017Q3 202324
Slow Capital, Inc. 24241.40%1.63%1.93%Q4 2017Q3 202324
DeDora Capital, Inc. 24240.20%0.64%1.15%Q4 2017Q3 202324
Oxbow Advisors, LLC 24240.03%0.07%0.12%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.17%0.37%0.65%Q2 2013Q1 201924
Cypress Wealth Services, LLC 24240.12%0.42%0.63%Q4 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.41%0.51%0.68%Q4 2017Q3 202324
THOMAS STORY & SON LLC 24242.35%3.65%5.29%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.08%0.19%0.31%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.28%0.42%0.57%Q4 2017Q3 202324
SVA Wealth Management, LLC 24240.04%0.15%0.37%Q1 2015Q4 202024
Ariel Investments 24240.01%0.22%0.54%Q2 2014Q1 202024
Sawyer & Company, Inc 24240.10%0.17%0.22%Q4 2017Q3 202324
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ 24242.60%3.37%4.34%Q2 2013Q1 201924
KILEY JUERGENS WEALTH MANAGEMENT, LLC 24242.72%5.13%6.83%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24241.02%1.30%1.76%Q4 2017Q3 202324
WoodTrust Financial Corp 24241.96%2.21%2.62%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.16%0.34%0.56%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.15%0.24%0.41%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24242.49%3.13%4.27%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.02%0.09%1.20%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.58%0.84%1.16%Q4 2017Q3 202324
WHITE PINE CAPITAL LLC 1910.07%0.13%0.20%Q2 2013Q3 202323
Parisi Gray Wealth Management 1760.06%0.75%1.45%Q4 2017Q3 202323
HANCOCK WHITNEY CORP 23230.04%0.26%0.50%Q1 2018Q3 202323
Carmignac Gestion 23230.01%1.55%2.96%Q1 2018Q3 202323
GARDNER LEWIS ASSET MANAGEMENT L P 1810.16%0.69%1.48%Q2 2013Q1 202323
TOBAM 1020.00%0.09%0.54%Q2 2014Q3 202323
Spectrum Asset Management, Inc. (NB/CA) 23230.35%0.60%0.95%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.08%0.22%0.57%Q4 2017Q3 202323
CEDAR HILL ASSOCIATES, LLC 23230.04%0.06%0.13%Q2 2013Q4 201823
Aries Wealth Management 1760.48%0.66%0.88%Q4 2017Q3 202323
BESSEMER SECURITIES LLC 2030.06%0.31%0.89%Q3 2014Q3 202323
Confluence Wealth Management LLC 23230.48%0.63%0.90%Q1 2015Q3 202023
Aristotle Atlantic Partners, LLC 2030.18%1.51%2.48%Q4 2017Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.32%0.42%0.52%Q1 2018Q3 202323
SPIRIT OF AMERICA MANAGEMENT CORP/NY 23230.04%0.43%0.84%Q1 2018Q3 202323
ADAMS DIVERSIFIED EQUITY FUND, INC. 23230.40%0.93%1.38%Q2 2017Q4 202223
Sowell Financial Services LLC 1040.20%0.38%0.50%Q4 2016Q3 202323
UNIO CAPITAL LLC 23230.20%3.63%7.07%Q1 2018Q3 202323
Klingman & Associates, LLC 1580.04%0.05%0.07%Q4 2014Q3 202323
Ardevora Asset Management LLP 1490.09%1.08%1.81%Q4 2014Q3 202323
Quadrant Capital Management, LLC 23231.52%1.88%2.14%Q2 2014Q4 201923
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.01%0.02%0.05%Q1 2018Q3 202323
DIAMANT ASSET MANAGEMENT, INC. 1490.29%2.93%3.92%Q4 2017Q3 202323
Successful Portfolios LLC 23230.20%0.29%0.39%Q1 2018Q3 202323
Capital International, Inc./CA/ 23230.20%0.52%1.13%Q1 2018Q3 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23231.88%2.62%3.56%Q2 2013Q4 201823
IFG Advisory, LLC 2210.07%0.14%0.41%Q4 2017Q3 202323
HOWLAND CAPITAL MANAGEMENT LLC 2110.02%0.11%0.33%Q1 2017Q3 202323
TIEDEMANN ADVISORS, LLC 1540.01%0.09%0.22%Q3 2016Q3 202323
Crewe Advisors LLC 23230.02%0.07%0.17%Q4 2017Q2 202323
Dundas Partners LLP 23232.99%3.66%4.51%Q1 2018Q3 202323
B. Riley Wealth Management, Inc. 1610.04%0.46%0.92%Q1 2014Q2 202223
Man Group plc 23230.04%0.21%0.64%Q1 2018Q3 202323
Sequoia Financial Advisors, LLC 23230.03%0.15%0.32%Q1 2018Q3 202323
NICOLA WEALTH MANAGEMENT LTD. 23230.67%1.06%1.58%Q1 2018Q3 202323
Aptus Capital Advisors, LLC 20200.01%0.26%1.66%Q4 2018Q3 202323
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1410.05%0.33%0.49%Q3 2006Q4 201923
EXENCIAL WEALTH ADVISORS, LLC 2210.02%0.52%1.02%Q1 2013Q3 202323
Spectrum Management Group, LLC 1120.00%0.01%0.04%Q4 2013Q3 202223
Stanley-Laman Group, Ltd. 1580.06%0.36%0.63%Q1 2014Q3 202323
PARNASSUS INVESTMENTS, LLC 1850.02%1.57%2.64%Q3 2017Q3 202323
Capital International Sarl 23230.38%0.81%1.17%Q1 2018Q3 202323
Lloyds Banking Group plc 23230.06%1.27%2.30%Q2 2013Q4 201823
Silvant Capital Management LLC 23230.52%1.38%2.21%Q1 2018Q3 202323
Peterson Wealth Advisors, LLC 2120.09%0.20%0.24%Q4 2017Q3 202323
Pinion Investment Advisors, LLC 23230.56%0.77%1.06%Q1 2018Q3 202323
Bigelow Investment Advisors, LLC 23230.22%0.26%0.33%Q1 2018Q3 202323
Mutual Advisors, LLC 23230.07%0.16%0.24%Q1 2018Q3 202323
Mascoma Wealth Management LLC 12110.06%0.14%0.20%Q4 2016Q3 202323
Leonard Rickey Investment Advisors P.L.L.C. 1940.15%0.29%0.76%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.01%0.35%0.66%Q1 2018Q3 202323
Chicago Capital, LLC 23231.10%2.12%2.70%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 22220.00%0.11%0.16%Q1 2018Q2 202323
OAKBROOK INVESTMENTS LLC 1120.02%0.36%1.66%Q2 2013Q1 202023
STABLEFORD CAPITAL II LLC 1020.24%0.58%4.01%Q4 2016Q3 202323
O'Dell Group, LLC 12110.18%0.32%0.41%Q2 2017Q3 202323
HONEYWELL INTERNATIONAL INC 23230.47%1.11%1.96%Q2 2013Q4 201823
Invst, LLC 1720.00%0.19%0.31%Q1 2018Q3 202322
FundX Investment Group, LLC 1570.07%0.13%0.24%Q2 2014Q4 201922
SignalPoint Asset Management, LLC 22220.10%0.14%0.17%Q2 2018Q3 202322
S. R. Schill & Associates 2110.13%0.44%0.71%Q1 2015Q3 202322
EAGLE GLOBAL ADVISORS LLC 22220.01%0.02%0.04%Q2 2018Q3 202322
NOVARE CAPITAL MANAGEMENT LLC 1610.03%0.09%0.22%Q3 2015Q3 202322
CONFLUENCE INVESTMENT MANAGEMENT LLC 2010.00%0.01%0.01%Q2 2017Q1 202322
Eagle Ridge Investment Management 1310.02%0.97%3.20%Q2 2013Q1 202222
Marshall Wace North America L.P. 1930.02%0.30%0.86%Q2 2013Q3 202122
NINE MASTS CAPITAL Ltd 990.01%0.16%1.68%Q4 2017Q4 201922
BOOTHBAY FUND MANAGEMENT, LLC 710.01%0.03%0.14%Q4 2015Q3 202322
GUYASUTA INVESTMENT ADVISORS INC 22220.02%0.08%0.15%Q2 2018Q3 202322
CAPITAL ADVISORS INC/OK 1570.01%0.45%1.66%Q2 2013Q3 202322
Matisse Capital 1840.11%0.33%0.93%Q1 2018Q3 202322
FORSTA AP-FONDEN 1510.11%0.46%0.68%Q4 2015Q3 202322
Regal Wealth Group, Inc. 22220.01%0.06%0.11%Q4 2015Q1 202122
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.01%0.43%1.83%Q1 2015Q3 202322
Capital Wealth Planning, LLC 1910.00%0.28%4.33%Q1 2015Q3 202322
CAPITAL ONE, NATIONAL ASSOCIATION 2110.18%0.43%0.63%Q2 2013Q4 201922
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1710.00%0.09%0.36%Q4 2016Q3 202322
INVESTMENT PARTNERS, LTD. 2010.16%0.33%0.61%Q4 2017Q3 202322
Waverly Advisors, LLC 720.00%0.09%0.34%Q3 2013Q3 202322
Simplicity Solutions, LLC 2110.01%0.19%0.56%Q4 2015Q3 202322
JCIC Asset Management Inc. 1610.00%0.40%1.91%Q1 2015Q3 202322
Icon Wealth Partners, LLC 1930.06%0.10%0.22%Q4 2017Q3 202322
QVR LLC 440.00%0.10%0.39%Q4 2020Q4 202222
Waldron Private Wealth LLC 2010.03%0.06%0.12%Q1 2015Q3 202322
Oak Asset Management, LLC 1340.16%0.50%1.06%Q4 2017Q3 202322
Banco Santander, S.A. 2110.00%0.07%0.31%Q4 2017Q3 202322
CALTON & ASSOCIATES, INC. 1840.06%0.14%0.24%Q4 2017Q2 202322
AFT, FORSYTH & COMPANY, INC. 1910.09%0.65%1.20%Q2 2013Q3 202322
GUARDIAN CAPITAL ADVISORS LP 1480.04%0.25%0.63%Q1 2014Q3 202322
JGP Wealth Management, LLC 22220.20%0.35%0.50%Q2 2018Q3 202322
Ballast, Inc. 1930.14%0.36%0.64%Q1 2018Q3 202322
GERMAN AMERICAN BANCORP, INC. 22220.82%1.14%1.78%Q2 2018Q3 202322
THOMPSON DAVIS & CO., INC. 1320.01%0.29%0.87%Q4 2013Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.09%0.13%0.18%Q2 2013Q3 201822
Certified Advisory Corp 11110.26%0.49%0.74%Q4 2017Q3 202322
Cumberland Partners Ltd 22220.31%1.97%3.10%Q2 2018Q3 202322
Avitas Wealth Management LLC 22221.88%2.38%3.72%Q2 2018Q3 202322
CX Institutional 22220.00%0.32%0.55%Q2 2018Q3 202322
PALISADE CAPITAL MANAGEMENT, LP 1710.01%0.16%0.26%Q4 2015Q3 202322
Integrated Wealth Concepts LLC 22220.08%0.14%0.20%Q2 2018Q3 202322
ASSOCIATED BANC-CORP 2020.02%0.03%0.04%Q4 2017Q3 202322
RAND WEALTH, LLC 22220.48%0.57%0.67%Q2 2013Q3 201822
Clark Capital Management Group, Inc. 22220.01%0.04%0.48%Q2 2018Q3 202322
Gifford Fong Associates 22220.30%1.01%1.66%Q2 2018Q3 202322
GABLES CAPITAL MANAGEMENT INC. 22220.01%0.05%0.16%Q2 2018Q3 202322
Bernicke Wealth Management, Ltd. 22220.43%0.70%0.93%Q1 2015Q2 202022
Cutter & CO Brokerage, Inc. 22220.08%0.13%0.21%Q2 2018Q3 202322
CAPITAL GUARDIAN TRUST CO 1660.00%0.22%0.99%Q2 2013Q2 201922
FormulaFolio Investments, LLC 22220.01%0.05%0.10%Q1 2016Q2 202122
Penobscot Investment Management Company, Inc. 22220.09%0.84%1.52%Q2 2018Q3 202322
FinTrust Capital Advisors, LLC 20200.00%0.13%0.24%Q4 2018Q3 202322
First National Bank of Mount Dora, Trust Investment Services 22220.66%2.08%3.23%Q3 2018Q4 202322
Burleson & Company, LLC 21210.07%0.23%0.89%Q4 2017Q4 202221
McGuire Investment Group, LLC 21211.44%1.91%2.56%Q3 2018Q3 202321
Community Bank & Trust, Waco, Texas 21210.09%0.13%0.16%Q3 2018Q3 202321
Stuart Chaussee & Associates, Inc. 1740.00%0.01%0.05%Q4 2015Q1 202321
Symmetry Partners, LLC 21210.08%0.18%0.40%Q4 2018Q4 202321
Hilltop Holdings Inc. 1920.05%0.17%0.44%Q2 2018Q3 202321
MITCHELL CAPITAL MANAGEMENT CO 21210.68%1.26%1.65%Q3 2018Q3 202321
Wunderlich Capital Managemnt 21210.08%0.11%0.15%Q3 2018Q3 202321
Gerber Kawasaki Wealth & Investment Management 2010.05%0.08%0.12%Q4 2017Q3 202321
Sound Income Strategies, LLC 1810.00%0.02%0.05%Q4 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.06%0.21%0.33%Q3 2018Q3 202321
Asset Advisors Investment Management, LLC 21212.83%3.54%4.46%Q3 2018Q3 202321
CWA Asset Management Group, LLC 21210.09%0.84%1.47%Q3 2018Q3 202321
ASSET ADVISORS CORP 21211.54%2.10%2.75%Q2 2013Q2 201821
AMICA PENSION FUND BOARD OF TRUSTEES 21210.17%0.21%0.25%Q2 2013Q2 201821
Alyeska Investment Group, L.P. 910.03%0.53%1.31%Q4 2015Q3 202321
Doyle Wealth Management 1740.04%0.50%1.83%Q1 2017Q3 202221
Sepio Capital, LP 20200.25%0.58%0.97%Q4 2018Q3 202321
JAG CAPITAL MANAGEMENT, LLC 21210.03%0.89%2.50%Q3 2018Q3 202321
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 21210.44%0.76%1.35%Q1 2013Q1 201821
Accuvest Global Advisors 1560.02%1.29%2.58%Q2 2018Q3 202321
STRATEGY ASSET MANAGERS LLC 1910.04%0.30%0.83%Q2 2013Q3 202321
KLCM Advisors, Inc. 1410.04%0.08%0.13%Q2 2015Q3 202321
Unigestion Holding SA 1560.17%1.19%2.32%Q2 2018Q3 202321
PROFFITT & GOODSON INC 21210.00%0.02%0.03%Q3 2018Q3 202321
Corient Capital Partners, LLC 1830.04%0.20%0.41%Q3 2016Q3 202221
Empirical Finance, LLC 1910.02%0.33%0.64%Q4 2016Q3 202321
PIEDMONT INVESTMENT ADVISORS INC 21210.00%0.33%0.53%Q1 2015Q1 202021
GLENVIEW STATE BANK TRUST DEPT. 21210.13%0.26%0.54%Q2 2016Q2 202121
Dakota Wealth Management 1560.08%0.43%1.01%Q2 2018Q3 202321
Financial Management Professionals, Inc. 1920.00%0.02%0.05%Q3 2016Q3 202321
Elmwood Wealth Management, Inc. 1121.15%1.40%1.88%Q1 2018Q3 202321
LMR Partners LLP 310.00%0.06%0.39%Q1 2014Q3 202321
King Wealth Management Group 21210.08%0.79%1.42%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.13%0.20%0.26%Q2 2013Q2 201821
Pinnacle Bancorp, Inc. 2010.20%0.62%1.12%Q1 2017Q3 202321
Arjuna Capital 2010.22%1.11%2.30%Q4 2017Q3 202321
MYCIO WEALTH PARTNERS, LLC 1410.01%0.02%0.04%Q2 2013Q4 201921
Red Cedar Capital, LLC 21210.00%0.02%0.04%Q4 2017Q4 202221
TRUSTCORE FINANCIAL SERVICES, LLC 21210.05%0.10%0.15%Q4 2017Q4 202221
NORTHWEST INVESTMENT COUNSELORS, LLC 1920.04%0.14%0.22%Q2 2017Q3 202321
GENEVA CAPITAL MANAGEMENT LLC 1560.02%0.06%0.10%Q2 2013Q3 202321
OUTFITTER ADVISORS, LTD. 21211.04%1.36%2.04%Q2 2013Q2 201821
Hemenway Trust Co LLC 21210.03%0.05%0.08%Q3 2018Q3 202321
First National Bank of Hutchinson 21210.19%0.39%0.77%Q3 2018Q3 202321
Paradigm Financial Partners, LLC 20200.00%0.83%1.19%Q4 2018Q3 202321
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 21210.09%0.25%1.30%Q4 2015Q4 202021
Old North State Trust, LLC 21210.27%0.58%0.92%Q3 2018Q3 202321
MONTRUSCO BOLTON INVESTMENTS INC. 1830.18%0.53%1.13%Q2 2013Q3 202121
CIBC BANK USA 820.03%0.05%0.11%Q3 2013Q4 201921
PFG Advisors 2010.25%0.79%1.04%Q4 2017Q3 202321
WFG Advisors, LP 17170.01%0.16%0.29%Q2 2013Q2 201721
BerganKDV Wealth Management, LLC 21210.03%0.05%0.06%Q2 2018Q2 202321
Cresset Asset Management, LLC 20200.00%0.09%0.20%Q4 2018Q3 202321
SIMON QUICK ADVISORS, LLC 1220.00%0.05%0.47%Q4 2016Q3 202321
Braun-Bostich & Associates Inc. 2010.14%0.64%1.25%Q4 2017Q2 202321
Railway Pension Investments Ltd 20200.31%0.97%1.43%Q4 2018Q3 202320
Zions Bancorporation, N.A. 20200.04%0.10%0.20%Q4 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.29%0.34%0.39%Q2 2013Q1 201820
American Portfolios Advisors 20200.02%0.21%0.28%Q4 2017Q3 202220
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.05%0.08%0.13%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.21%0.33%0.46%Q2 2013Q1 201820
AIMZ Investment Advisors, LLC 1910.13%0.17%0.20%Q3 2018Q3 202320
Farmers & Merchants Trust Co of Long Beach 20201.98%2.58%3.04%Q4 2018Q3 202320
HUTCHINSON CAPITAL MANAGEMENT/CA 20200.06%0.11%0.17%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.91%1.22%1.54%Q4 2018Q3 202320
BAROMETER CAPITAL MANAGEMENT INC. 1110.00%1.25%3.41%Q3 2014Q3 202220
Wealthfront Advisers LLC 20200.05%0.09%0.14%Q4 2018Q3 202320
Parsec Financial Management, Inc. 1710.01%0.03%0.06%Q4 2017Q1 202320
LeJeune Puetz Investment Counsel LLC 20200.11%0.14%0.18%Q2 2018Q1 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.24%0.52%0.86%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.03%0.06%Q4 2014Q3 201920
MBM Wealth Consultants, LLC 20200.20%0.29%0.42%Q4 2018Q3 202320
ESSEX INVESTMENT MANAGEMENT CO LLC 20200.01%0.02%0.11%Q4 2018Q3 202320
Advisors Capital Management, LLC 20200.04%0.34%0.67%Q4 2018Q3 202320
Bridgewater Associates 1510.00%1.52%3.02%Q4 2014Q3 202320
Peachtree Investment Partners, LLC 20200.50%2.46%4.67%Q4 2018Q3 202320
Executive Wealth Management, LLC 20200.10%0.25%0.44%Q4 2018Q3 202320
Abacus Planning Group, Inc. 20200.26%0.34%0.44%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.05%0.13%0.25%Q4 2018Q3 202320
United Asset Strategies, Inc. 20200.03%0.10%0.20%Q4 2018Q3 202320
Continuum Advisory, LLC 1640.12%0.29%0.52%Q1 2017Q3 202320
DAVIDSON INVESTMENT ADVISORS 1280.00%0.02%0.04%Q3 2015Q3 202320
MERIDIAN INVESTMENT COUNSEL INC. 1910.11%0.15%0.19%Q3 2018Q3 202320
WORLDQUANT MILLENNIUM ADVISORS LLC 1310.01%0.32%1.44%Q2 2018Q3 202320
Hilton Capital Management, LLC 1820.01%0.21%2.35%Q2 2013Q3 201820
Financial Gravity Asset Management, Inc. 1230.00%0.05%0.21%Q1 2018Q3 202320
SANDER CAPITAL ADVISORS INC 1910.16%0.35%1.23%Q4 2017Q3 202320
SCHOLTZ & COMPANY, LLC 1120.32%1.07%3.66%Q4 2016Q3 202320
Evanson Asset Management, LLC 20200.04%0.05%0.08%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.06%0.17%0.26%Q3 2017Q2 202220
Inspire Investing, LLC 20200.11%0.49%1.74%Q4 2017Q3 202220
Arlington Partners LLC 1110.00%0.08%0.22%Q1 2018Q2 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.10%0.16%0.33%Q1 2013Q4 201720
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 20200.06%0.33%0.57%Q4 2018Q3 202320
Fort Sheridan Advisors LLC 20200.27%0.35%0.44%Q4 2018Q3 202320
Horizon Investments, LLC 1110.01%0.06%0.16%Q2 2017Q3 202320
MANCHESTER FINANCIAL INC 20200.91%1.49%2.46%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.09%0.13%0.17%Q4 2018Q3 202320
BANCED CORP 20200.36%0.77%1.09%Q1 2014Q4 201820
StoneX Group Inc. 1710.06%0.32%1.01%Q2 2017Q3 202220
Wealth Architects, LLC 1910.06%0.08%0.12%Q3 2018Q3 202320
BTC Capital Management, Inc. 1820.02%0.15%0.36%Q2 2016Q1 202220
Huntington Steele LLC 20200.12%0.15%0.17%Q2 2013Q1 201820
Legacy Bridge, LLC 20200.78%0.95%1.27%Q4 2018Q3 202320
Cornerstone Wealth Management, LLC 1520.01%0.11%0.20%Q2 2018Q3 202320
Riverview Trust Co 20200.40%0.56%0.78%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.04%0.33%0.62%Q4 2018Q3 202320
USA FINANCIAL FORMULAS 1010.00%0.97%4.46%Q1 2015Q3 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.19%0.29%0.67%Q4 2018Q3 202320
Knuff & Co LLC 20201.53%1.99%2.48%Q4 2018Q3 202320
Trek Financial, LLC 20200.07%0.11%0.16%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20200.48%0.66%0.81%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.28%0.56%1.38%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.10%0.24%0.40%Q4 2018Q3 202320
BSW Wealth Partners 1910.08%0.15%0.21%Q3 2018Q3 202320
ETRADE Capital Management LLC 1240.00%0.03%0.10%Q2 2013Q3 202020
Dougherty Wealth Advisers LLC 20200.03%0.04%0.06%Q4 2018Q3 202320
NORTH STAR ASSET MANAGEMENT INC 20200.02%0.32%0.70%Q4 2018Q3 202320
Mosaic Family Wealth, LLC 1460.04%0.06%0.10%Q4 2015Q4 202120
Prestige Wealth Management Group LLC 20200.01%0.29%0.62%Q4 2018Q3 202320
SFMG, LLC 20200.08%0.14%0.20%Q4 2018Q3 202320
Fort Point Capital Partners LLC 1710.06%0.16%0.28%Q4 2016Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.23%0.28%0.36%Q4 2018Q3 202320
MUFG Securities EMEA plc 1410.00%0.37%0.92%Q1 2014Q1 202220
Kovitz Investment Group Partners, LLC 1910.01%0.10%0.21%Q2 2018Q3 202320
Essex Savings Bank 20200.02%0.19%0.37%Q4 2018Q3 202320
Pensionfund Sabic 1010.53%0.78%1.00%Q1 2015Q4 202320
Traverso Chambers Private Wealth Management, LLC 20200.13%0.16%0.20%Q4 2018Q3 202320
Summit Asset Management, LLC 1910.09%0.14%0.18%Q3 2018Q3 202320
Fulcrum Capital LLC 1820.10%0.17%0.35%Q4 2017Q3 202320
Ellevest, Inc. 20200.02%0.09%0.18%Q4 2018Q3 202320
BEACON INVESTMENT ADVISORY SERVICES, INC. 1640.02%0.09%0.19%Q1 2018Q3 202320
Johanson Financial Advisors, Inc. 20200.18%0.47%0.87%Q1 2017Q4 202120
TFG Advisers LLC 20201.28%1.79%2.41%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.18%0.28%0.38%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.03%0.06%0.12%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.17%0.23%0.26%Q4 2018Q3 202320
Decatur Capital Management, Inc. 1610.92%1.65%2.36%Q4 2013Q3 202320
Larson Financial Group LLC 20200.01%0.05%0.12%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20201.33%1.61%1.99%Q4 2018Q3 202320
Cognios Capital, LLC 20200.12%0.23%0.52%Q2 2015Q1 202020
Mirador Capital Partners LP 1510.05%0.19%0.55%Q2 2017Q3 202320
WILSEY ASSET MANAGEMENT INC 1281.67%1.97%2.48%Q3 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20201.10%1.51%1.97%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.03%0.08%0.18%Q4 2018Q3 202320
Inlet Private Wealth, LLC 20200.43%0.70%1.03%Q4 2018Q3 202320
Alpha Omega Wealth Management LLC 1510.03%0.07%0.13%Q4 2015Q2 202220
Ocean Capital Management, LLC 20209.37%11.86%14.28%Q4 2018Q3 202320
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1110.00%1.15%2.13%Q4 2015Q1 202320
WealthTrust Fairport, LLC 1370.00%0.37%0.72%Q2 2013Q1 201920
Vantage Investment Advisors, LLC 20200.96%1.23%1.57%Q4 2013Q3 201820
Principle Wealth Partners LLC 20200.10%0.24%0.33%Q4 2018Q3 202320
G&S Capital LLC 1020.03%0.13%0.39%Q4 2017Q4 202220
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.11%0.19%Q4 2018Q3 202320
GREENWOOD CAPITAL ASSOCIATES LLC 1730.03%1.02%1.84%Q4 2014Q3 202320
RNC CAPITAL MANAGEMENT LLC 1810.01%0.06%0.12%Q2 2016Q3 202320
Broadleaf Partners, LLC 20201.16%1.89%2.76%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.13%0.17%0.21%Q4 2018Q3 202320
Coastal Bridge Advisors, LLC 1910.06%0.10%0.19%Q3 2018Q3 202320
Westover Capital Advisors, LLC 20200.21%1.39%2.14%Q4 2018Q3 202320
FORTEM FINANCIAL GROUP, LLC 20200.22%0.42%0.65%Q4 2018Q3 202320
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 20200.04%0.07%0.10%Q2 2017Q1 202220
Clearstead Trust, LLC 20200.63%1.96%3.28%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.28%0.44%0.67%Q4 2017Q3 202220
Sargent Investment Group, LLC 20200.25%0.51%0.68%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.09%0.18%0.33%Q4 2015Q3 202020
Mitsubishi UFJ Securities Holdings Co., Ltd. 20200.08%0.40%1.06%Q1 2015Q4 201920
Allred Capital Management, LLC 20200.68%0.94%1.14%Q4 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.08%0.10%0.12%Q2 2016Q1 202120
Full Sail Capital, LLC 20200.04%0.21%0.62%Q4 2018Q3 202320
Fieldpoint Private Securities, LLC 20200.14%0.27%0.35%Q3 2017Q2 202220
Jackson, Grant Investment Advisers, Inc. 20200.01%0.05%0.11%Q4 2018Q3 202320
Aspen Investment Management Inc 1620.12%0.41%0.89%Q2 2018Q3 202320
Ellis Investment Partners, LLC 20200.23%0.29%0.36%Q4 2018Q3 202320
Pettinga Financial Advisors, LLC 20200.10%0.17%0.36%Q4 2018Q3 202320
FULLER & THALER ASSET MANAGEMENT, INC. 1550.00%0.02%0.05%Q2 2013Q2 201820
Magellan Asset Management Ltd 1370.00%1.15%4.08%Q4 2016Q3 202320
Edgestream Partners, L.P. 920.02%0.38%0.87%Q4 2016Q3 202319
Bell Rock Capital LLC 1610.17%1.18%2.48%Q4 2016Q3 202219
Global Strategic Investment Solutions, LLC 19190.03%0.11%0.16%Q1 2019Q3 202319
Evolution Wealth Advisors, LLC 19190.02%0.09%0.21%Q4 2018Q2 202319
Pekin Hardy Strauss, Inc. 1310.02%0.04%0.05%Q3 2018Q3 202319
9258 Wealth Management, LLC 19190.11%0.18%0.24%Q1 2019Q3 202319
WealthBridge Capital Management, LLC 1720.10%0.18%0.22%Q4 2018Q3 202319
Aspire Private Capital, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Princeton Global Asset Management LLC 19190.01%0.07%0.14%Q1 2019Q3 202319
OSSIAM 1630.06%0.31%0.92%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.19%0.54%0.82%Q4 2018Q3 202319
Meridian Wealth Advisors, LLC 1810.20%0.83%1.39%Q4 2018Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.03%0.11%0.20%Q4 2018Q3 202319
Enterprise Bank & Trust Co 19190.93%1.69%2.10%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.14%0.25%0.36%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.04%0.06%Q1 2019Q3 202319
Bremer Bank National Association 19190.36%0.70%0.96%Q1 2019Q3 202319
Realta Investment Advisors 19190.20%0.33%0.56%Q1 2019Q3 202319
BI Asset Management Fondsmaeglerselskab A/S 1630.05%0.33%0.82%Q3 2018Q3 202319
Keudell/Morrison Wealth Management 19190.32%0.45%0.65%Q1 2019Q3 202319
HARVEST CAPITAL MANAGEMENT INC 19190.13%0.15%0.16%Q4 2014Q2 201919
NORTHSTAR INVESTMENT ADVISORS LLC 1520.00%0.16%0.62%Q1 2016Q2 202119
CORNERSTONE ADVISORS INC 810.00%0.39%0.77%Q2 2013Q4 202119
ROSENBLUM SILVERMAN SUTTON S F INC /CA 19192.46%3.21%4.25%Q1 2019Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.30%0.51%0.90%Q1 2019Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.25%0.64%1.05%Q2 2018Q4 202219
Pensionfund DSM Netherlands 1610.35%0.56%0.72%Q3 2013Q4 202119
Covenant Partners, LLC 19190.08%0.21%0.32%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.02%0.09%0.19%Q2 2013Q4 201719
Hirtle Callaghan & Co LLC 1030.00%0.02%0.08%Q3 2013Q3 202319
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 19190.08%0.12%0.22%Q1 2019Q3 202319
Stevens First Principles Investment Advisors 19190.02%0.03%0.10%Q2 2013Q4 201719
Atlantic Union Bankshares Corp 1810.01%0.28%0.36%Q1 2014Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.02%0.16%Q2 2013Q4 201719
Randolph Co Inc 19192.50%3.39%4.94%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.12%0.14%0.19%Q1 2019Q3 202319
DONALDSON CAPITAL MANAGEMENT, LLC 19190.03%1.38%3.35%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.03%0.05%0.08%Q2 2013Q4 201719
DFPG INVESTMENTS, LLC 1810.18%0.92%1.93%Q4 2018Q3 202319
Wellington Shields Capital Management, LLC 1310.02%0.08%0.22%Q2 2017Q3 202319
Drexel Morgan & Co. 1320.06%0.33%0.45%Q2 2013Q1 202119
WEALTHFRONT Corp 19190.02%0.04%0.06%Q1 2014Q3 201819
Vantage Investment Partners, LLC 19190.07%0.45%1.39%Q1 2019Q3 202319
NuWave Investment Management, LLC 710.01%0.63%2.57%Q2 2013Q3 202219
COMERICA SECURITIES,INC. 19190.11%0.22%0.50%Q1 2019Q3 202319
Catalyst Capital Advisors LLC 1210.00%0.22%1.08%Q4 2014Q3 202319
Baltimore-Washington Financial Advisors, Inc. 1510.00%0.92%1.73%Q4 2013Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.75%1.34%Q3 2018Q3 202319
AMERICAN ASSET MANAGEMENT INC. 1410.01%0.24%0.36%Q3 2014Q2 202319
Ruane, Cunniff & Goldfarb 19190.03%0.47%0.94%Q2 2013Q4 201719
Carlson Capital Management 19190.06%0.08%0.14%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19190.08%0.17%0.22%Q2 2013Q4 201719
SRS Capital Advisors, Inc. 1020.01%0.02%0.03%Q3 2018Q3 202319
JANICZEK WEALTH MANAGEMENT, LLC 19190.01%0.07%0.12%Q1 2019Q3 202319
Northeast Financial Consultants Inc 19190.02%0.03%0.03%Q1 2019Q3 202319
SIGNET FINANCIAL MANAGEMENT, LLC 1040.01%0.06%0.08%Q3 2017Q3 202319
Brick & Kyle, Associates 1210.03%0.23%0.34%Q3 2015Q3 202019
RFG Advisory, LLC 1810.04%0.06%0.09%Q3 2018Q3 202319
ISTHMUS PARTNERS, LLC 920.00%0.02%0.05%Q3 2016Q3 202319
Financial Insights, Inc. 1810.46%0.73%1.23%Q4 2018Q3 202319
Pegasus Partners Ltd. 19190.06%0.26%0.70%Q1 2018Q3 202219
Integrated Advisors Network LLC 16160.00%0.22%0.46%Q4 2019Q3 202319
SMITH SHELLNUT WILSON LLC /ADV 19190.12%0.26%0.39%Q1 2019Q3 202319
Fairbanks Capital Management, Inc. 19190.19%1.06%1.44%Q1 2019Q3 202319
GenTrust, LLC 1030.02%0.05%0.11%Q3 2017Q3 202319
Meridian Wealth Management, LLC 19190.17%0.40%0.69%Q1 2019Q3 202319
Clear Perspective Advisors, LLC 1270.09%0.19%0.31%Q4 2016Q4 202119
Morse Asset Management, Inc 19190.07%0.69%1.26%Q1 2019Q3 202319
AMARILLO NATIONAL BANK 1090.05%0.17%0.36%Q2 2013Q3 202219
Ferris Capital, LLC 1630.52%0.68%0.98%Q2 2017Q1 202219
TSFG, LLC 19190.01%0.08%0.16%Q1 2019Q3 202319
Strategic Wealth Partners, Ltd. 1180.05%0.19%0.44%Q4 2017Q1 202319
Qube Research & Technologies Ltd 710.02%0.32%0.98%Q2 2018Q3 202319
Legacy Financial Advisors, Inc. 1360.01%0.08%0.17%Q4 2017Q3 202319
Titus Wealth Management 19190.28%0.60%0.87%Q4 2017Q2 202219
Private Capital Group, LLC 19190.04%0.08%0.18%Q4 2017Q2 202219
Altium Wealth Management LLC 19190.10%0.25%0.34%Q4 2017Q2 202219
First National Bank of South Miami 19190.51%0.82%1.15%Q4 2018Q2 202319
Providence Wealth Advisors, LLC 1710.19%0.40%0.83%Q3 2018Q3 202319
Truvestments Capital LLC 1210.01%0.15%0.26%Q3 2018Q3 202319
UBS AG 660.00%0.03%0.09%Q2 2013Q3 201418
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.96%2.08%3.48%Q4 2015Q1 202018
COZAD ASSET MANAGEMENT INC 18180.06%1.18%1.67%Q2 2019Q3 202318
Clarus Wealth Advisors 1350.22%0.39%0.86%Q4 2017Q2 202318
REAVES W H & CO INC 18180.01%0.02%0.02%Q2 2013Q3 201718
Capital Advisory Group Advisory Services, LLC 1310.01%0.09%0.25%Q4 2018Q3 202318
Timber Creek Capital Management LLC 18180.01%0.03%0.04%Q3 2016Q4 202018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Nan Shan Life Insurance Co., Ltd. 820.02%0.63%1.33%Q4 2015Q3 202318
DELTA FINANCIAL ADVISORS LLC 18180.23%0.70%0.99%Q2 2019Q3 202318
Cipher Capital LP 410.03%0.35%0.89%Q2 2014Q4 202218
Semmax Financial Advisors Inc. 1710.00%0.00%0.03%Q4 2018Q3 202318
Independence Bank of Kentucky 1710.00%0.06%0.24%Q1 2018Q3 202318
Verus Financial Partners, Inc. 1710.03%0.07%0.36%Q1 2017Q3 202318
Vanguard Capital Wealth Advisors 1210.23%0.41%0.58%Q1 2018Q3 202318
Cornerstone Advisory, LLC 18180.05%0.14%0.18%Q2 2019Q3 202318
New Jersey Better Educational Savings Trust 18180.32%1.14%1.70%Q2 2019Q3 202318
Triangle Securities Wealth Management 1310.02%0.10%0.13%Q2 2013Q3 202318
NATIONAL PLANNING CORP 18180.09%0.14%0.18%Q2 2013Q3 201718
Permanens Capital L.P. 1710.01%0.06%0.09%Q1 2019Q3 202318
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1510.03%0.06%0.10%Q1 2015Q3 202318
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 18180.28%0.46%0.68%Q2 2019Q3 202318
SIMPLEX TRADING, LLC 510.00%0.08%0.50%Q4 2014Q2 202318
Stratos Wealth Advisors, LLC 1440.17%0.49%0.84%Q4 2018Q3 202318
Commonwealth Equity Services, Inc 18180.11%0.16%0.22%Q2 2013Q3 201718
Wealthspire Advisors, LLC 1710.02%0.06%0.11%Q4 2018Q3 202318
ORSER CAPITAL MANAGEMENT, LLC 18181.40%2.17%2.98%Q4 2017Q1 202218
WATERS PARKERSON & CO., LLC 18180.02%0.03%0.04%Q2 2019Q3 202318
FORTALEZA ASSET MANAGEMENT INC/ 18180.63%1.07%2.32%Q2 2013Q3 201718
Sound View Wealth Advisors Group, LLC 18180.06%0.21%0.38%Q2 2019Q3 202318
WISCONSIN CAPITAL MANAGEMENT LLC 18180.91%1.47%2.16%Q2 2019Q3 202318
Vivaldi Capital Management LP 1080.04%0.09%0.15%Q1 2019Q3 202318
Ascension Asset Management LLC 910.98%1.38%1.79%Q1 2018Q2 202318
Tranquility Partners, LLC 18181.32%1.63%1.86%Q2 2019Q3 202318
Westhampton Capital, LLC 18180.36%0.83%1.21%Q2 2019Q3 202318
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 18180.02%0.04%0.11%Q2 2019Q3 202318
Exeter Financial, LLC 1310.15%0.19%0.23%Q3 2018Q3 202318
Lombard Odier Asset Management (Europe) Ltd 1610.02%0.10%0.38%Q2 2016Q1 202118
LEUTHOLD GROUP, LLC 620.08%1.24%1.71%Q2 2013Q4 202218
IBEX WEALTH ADVISORS 910.03%0.46%1.02%Q3 2016Q3 202318
NIPPON LIFE INSURANCE CO 18180.04%0.08%0.12%Q2 2013Q3 201718
BEESE FULMER INVESTMENT MANAGEMENT, INC. 18180.80%1.47%1.98%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 1530.04%0.13%0.22%Q1 2019Q3 202318
Nationwide Fund Advisors 18180.10%0.17%0.22%Q2 2013Q3 201718
SMITH ASSET MANAGEMENT GROUP LP 1420.50%1.05%1.88%Q2 2013Q2 202118
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1210.00%0.28%0.73%Q2 2017Q4 202218
Mitsubishi UFJ Asset Management (UK) Ltd. 620.03%1.37%2.72%Q2 2017Q3 202318
Oak Grove Capital LLC 1620.09%4.20%8.85%Q4 2017Q3 202318
RELIANCE TRUST CO OF DELAWARE 1260.03%0.14%0.25%Q2 2014Q1 201918
FORT, L.P. 18180.02%0.38%0.55%Q2 2018Q3 202218
Close Asset Management Ltd 1080.00%1.61%5.87%Q3 2018Q3 202318
GUARDIAN INVESTMENT MANAGEMENT 720.34%1.52%2.78%Q2 2013Q3 202318
FOSTER DYKEMA CABOT & CO INC/MA 18181.64%2.58%3.34%Q2 2019Q3 202318
Itau Unibanco Holding S.A. 920.00%0.16%1.29%Q1 2017Q2 202318
Cooper Financial Group 18180.10%0.39%0.82%Q2 2019Q3 202318
AMUNDI ASSET MANAGEMENT US, INC. 1410.00%0.23%0.48%Q4 2012Q1 202118
1834 INVESTMENT ADVISORS CO 1320.00%0.25%1.42%Q4 2017Q3 202318
Friedberg Investment Management 18180.89%1.25%2.04%Q2 2013Q3 201718
Claraphi Advisory Network, LLC 1710.08%0.21%0.34%Q2 2018Q4 202218
Rikoon Group, LLC 18180.15%0.55%0.84%Q4 2016Q1 202118
Lester Murray Antman dba SimplyRich 18180.13%0.30%0.50%Q2 2019Q3 202318
Virtu KCG Holdings LLC 16160.01%0.06%0.35%Q3 2013Q2 201718
Castle Rock Wealth Management, LLC 18180.29%0.70%1.22%Q2 2019Q3 202318
MidWestOne Financial Group, Inc. 18180.16%0.26%0.33%Q2 2019Q3 202318
FINANCIAL CONSULATE, INC 1710.10%0.17%0.25%Q3 2018Q1 202318
DOHENY ASSET MANAGEMENT /CA 1350.39%1.38%1.94%Q1 2019Q3 202318
COHEN & STEERS, INC. 1350.00%0.03%0.09%Q2 2013Q3 202318
GEORGE KAISER FAMILY FOUNDATION 1170.04%0.23%0.45%Q2 2017Q1 202218
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.04%0.11%0.16%Q1 2015Q2 201918
GREAT VALLEY ADVISOR GROUP, INC. 18180.12%0.37%0.69%Q2 2019Q3 202318
TrinityPoint Wealth, LLC 18180.16%0.20%0.24%Q2 2019Q3 202318
Cheviot Value Management, LLC 18180.10%0.14%0.18%Q2 2019Q3 202318
Verity & Verity, LLC 18180.07%0.10%0.17%Q2 2019Q3 202318
Ranger Investment Management 1350.00%0.01%0.08%Q1 2014Q3 202318
West Branch Capital LLC 18180.19%0.35%0.68%Q2 2019Q3 202318
RAINIER INVESTMENT MANAGEMENT LLC 18180.30%0.63%0.90%Q2 2013Q3 201718
Windsor Wealth Management, Inc. 18180.12%0.20%0.29%Q2 2019Q3 202318
SUN LIFE FINANCIAL INC 18180.00%0.03%0.06%Q4 2016Q1 202118
Perennial Investment Advisors, LLC 16160.01%0.29%0.47%Q4 2019Q3 202318
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 18180.06%0.11%0.27%Q2 2019Q3 202318
SteelPeak Wealth, LLC 16160.01%0.43%1.07%Q4 2019Q3 202318
INTACT INVESTMENT MANAGEMENT INC. 1020.01%0.08%0.24%Q1 2016Q2 202318
INVERNESS COUNSEL LLC /NY/ 1530.04%0.78%2.18%Q4 2014Q3 202218
MOODY LYNN & LIEBERSON, LLC 1030.02%0.19%0.79%Q2 2013Q3 202318
Cohen Klingenstein LLC 18180.12%0.21%0.26%Q2 2019Q3 202318
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 720.01%0.04%0.16%Q1 2015Q3 202318
Virtue Capital Management, LLC 1410.01%0.19%0.46%Q1 2018Q3 202318
Pacifica Partners Inc. 17170.12%0.25%0.30%Q4 2019Q4 202317
BENJAMIN EDWARDS INC 17170.23%0.81%1.40%Q3 2019Q3 202317
NorthRock Partners, LLC 17170.04%0.15%0.33%Q3 2019Q3 202317
Pendal Group Ltd 810.00%0.03%0.18%Q2 2017Q4 202217
Horrell Capital Management, Inc. 820.00%0.01%0.02%Q2 2013Q3 202317
IFG Advisors, LLC 17170.19%0.25%0.61%Q3 2019Q3 202317
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1410.00%0.08%0.16%Q4 2017Q3 202317
LAKE STREET FINANCIAL LLC 17170.10%0.85%1.20%Q3 2019Q3 202317
FCF Advisors LLC 17170.34%1.09%1.60%Q4 2018Q4 202217
Pure Financial Advisors, LLC 1520.03%0.08%0.16%Q3 2019Q4 202317
HBK INVESTMENTS L P 410.00%0.03%0.07%Q3 2013Q2 202317
Concert Wealth Management Inc. 16160.00%0.45%0.81%Q2 2013Q1 201717
Bank OZK 1250.08%0.25%0.94%Q1 2014Q3 202317
SEEYOND 17170.05%0.35%0.46%Q4 2018Q4 202217
HOLLAND CAPITAL MANAGEMENT LLC 17171.71%1.96%2.21%Q2 2013Q2 201717
EXCHANGE TRADED CONCEPTS, LLC 17170.03%0.37%1.44%Q4 2019Q4 202317
Regent Investment Management LLC 17170.08%0.17%0.50%Q4 2018Q4 202217
Geneva Advisors, LLC 17170.05%0.10%0.14%Q2 2013Q2 201717
Avestar Capital, LLC 880.04%0.10%0.18%Q4 2017Q3 202317
First PREMIER Bank 1070.00%0.03%0.07%Q4 2015Q3 202317
iAB Financial Bank 17170.28%0.34%0.37%Q2 2013Q2 201717
WT Wealth Management 17170.28%0.72%1.00%Q3 2019Q3 202317
Northwest Capital Management Inc 1430.17%0.27%0.37%Q2 2019Q3 202317
Weaver Consulting Group 1070.02%0.20%0.45%Q1 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.16%0.22%0.27%Q2 2013Q2 201717
LMCG INVESTMENTS, LLC 1070.07%0.34%0.81%Q2 2013Q3 202317
EVOKE WEALTH, LLC 17170.01%0.02%0.06%Q3 2019Q3 202317
BOWEN HANES & CO INC 17170.91%1.97%2.57%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.06%0.09%0.13%Q3 2019Q3 202317
JACOBS & CO/CA 17171.68%2.05%2.32%Q3 2019Q3 202317
Yorktown Management & Research Co Inc 810.05%0.11%0.26%Q2 2014Q4 202017
Peachtree Investment Advisors, Inc. 1340.02%1.02%1.78%Q3 2014Q4 201817
MACKAY SHIELDS LLC 17170.26%0.31%0.50%Q1 2018Q1 202217
CADENCE BANK NA 1010.11%0.30%0.52%Q2 2013Q2 202217
6 Meridian 17170.22%0.69%1.80%Q4 2017Q4 202117
EXCALIBUR MANAGEMENT CORP 17170.17%0.27%0.42%Q3 2019Q3 202317
American Money Management, LLC 17171.60%1.73%1.91%Q3 2019Q3 202317
ALERUS FINANCIAL NA 17170.02%0.09%0.96%Q3 2019Q3 202317
Northside Capital Management, LLC 17170.12%0.22%0.45%Q3 2019Q3 202317
Venture Visionary Partners LLC 16160.01%0.35%0.60%Q4 2019Q3 202317
Vigilare Wealth Management 17170.52%1.09%1.90%Q4 2019Q4 202317
Smith & Howard Wealth Management, LLC 910.01%0.15%0.27%Q2 2013Q3 202317
ST GERMAIN D J CO INC 1430.00%0.21%0.26%Q3 2019Q4 202317
DT Investment Partners, LLC 1410.02%0.11%0.25%Q4 2017Q3 202317
Selective Wealth Management, Inc. 1430.01%0.12%0.25%Q3 2019Q4 202317
Williams Jones Wealth Management, LLC. 17172.75%3.47%4.20%Q3 2019Q3 202317
GILL CAPITAL PARTNERS, LLC 1610.15%0.24%0.34%Q4 2018Q4 202317
Sageworth Trust Co 1410.00%0.00%0.02%Q1 2018Q1 202317
Modus Advisors, LLC 17170.15%0.20%0.31%Q4 2019Q4 202317
MainStreet Investment Advisors LLC 1610.03%0.06%0.18%Q2 2019Q3 202317
Cedar Wealth Management, LLC 1610.00%0.03%0.05%Q2 2018Q3 202317
TimeScale Financial, Inc. 17170.02%0.02%0.04%Q2 2019Q2 202317
Magnus Financial Group LLC 1070.04%0.07%0.13%Q2 2019Q3 202317
Signet Investment Advisory Group, Inc. 1250.55%0.72%0.98%Q4 2018Q3 202317
MONROE BANK & TRUST/MI 630.00%0.01%0.01%Q2 2013Q2 201817
FULTON BREAKEFIELD BROENNIMAN LLC 17170.06%0.09%0.14%Q3 2019Q3 202317
ETF MANAGERS GROUP, LLC 810.00%0.06%0.18%Q1 2016Q3 202117
Verdence Capital Advisors LLC 1430.07%0.56%0.96%Q4 2017Q3 202317
Waverton Investment Management Ltd 1430.21%4.10%6.35%Q3 2013Q3 202317
Qtron Investments LLC 1610.18%0.46%0.66%Q4 2018Q3 202317
Security National Bank 17170.07%0.09%0.12%Q3 2019Q3 202317
Patten Group, Inc. 17170.01%0.11%0.26%Q4 2014Q4 201817
Clear Creek Financial Management, LLC 1250.16%0.35%0.68%Q2 2019Q3 202317
Lee Capital Holdings LLC 17170.74%1.72%3.23%Q2 2018Q2 202217
Swedbank 17170.14%0.88%1.13%Q4 2016Q4 202017
INVESTMENT CENTERS OF AMERICA INC 17170.07%0.10%0.15%Q3 2013Q3 201717
Mandatum Life Insurance Co Ltd 17170.04%0.09%0.26%Q4 2015Q4 201917
FLC Capital Advisors 17170.08%0.13%0.17%Q2 2019Q2 202317
V Wealth Advisors LLC 1510.08%0.23%0.42%Q1 2016Q3 202317
Fusion Family Wealth LLC 1430.01%0.01%0.01%Q4 2016Q1 202117
Busey Bank 17170.02%0.09%0.32%Q3 2019Q3 202317
Sculptor Capital LP 710.00%0.08%0.20%Q2 2013Q4 201617
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.12%0.25%0.30%Q2 2013Q2 201717
ABNER HERRMAN & BROCK LLC 17170.04%0.05%0.06%Q3 2019Q3 202317
Bangor Savings Bank 17170.05%0.06%0.08%Q3 2019Q3 202317
Dynamic Technology Lab Private Ltd 610.03%0.39%0.99%Q3 2012Q4 202217
Claret Asset Management Corp 17170.04%0.35%0.61%Q3 2019Q3 202317
Eldridge Investment Advisors, Inc. 1520.07%0.11%0.15%Q1 2019Q3 202317
Bull Street Advisors, LLC 17171.58%2.11%2.57%Q3 2019Q3 202317
Capital Bank & Trust Co 17170.00%0.91%1.63%Q2 2017Q2 202117
HighMark Wealth Management LLC 16160.03%0.11%0.19%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.38%0.53%0.71%Q4 2019Q3 202316
Chronos Wealth Management, LLC 16162.66%3.21%3.61%Q4 2019Q3 202316
AGRAN LIBBIE 16161.20%1.44%1.69%Q2 2013Q1 201716
STEPH & CO 16160.02%0.02%0.09%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.23%0.32%0.43%Q4 2018Q3 202216
PBMares Wealth Management LLC 16160.19%0.26%0.41%Q4 2019Q3 202316
Virtu Financial LLC 310.03%0.21%0.95%Q3 2014Q1 202316
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 16160.13%0.16%0.21%Q2 2013Q1 201716
IRONBRIDGE CAPITAL MANAGEMENT LP 16160.02%0.58%1.74%Q2 2013Q1 201716
BELLEVUE ASSET MANAGEMENT, LLC 16161.82%2.38%2.78%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.29%0.78%1.04%Q4 2019Q3 202316
HORAN CAPITAL MANAGEMENT 16160.14%0.16%0.21%Q1 2017Q4 202016
Ayrshire Capital Management LLC 16162.35%2.83%3.42%Q4 2019Q3 202316
CERTUITY, LLC 16160.08%0.20%0.32%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Catamount Wealth Management 880.00%0.01%0.03%Q4 2014Q1 201916
SWARTHMORE GROUP INC 16160.04%1.73%4.69%Q2 2013Q1 201716
Arkadios Wealth Advisors 16160.13%0.17%0.24%Q4 2019Q3 202316
Partnervest Advisory Services LLC 510.01%0.11%0.24%Q2 2013Q3 202016
Parcion Private Wealth LLC 16160.14%0.18%0.26%Q4 2019Q3 202316
HANSEATIC MANAGEMENT SERVICES INC 820.19%0.89%1.51%Q4 2014Q1 202216
S.A. Mason LLC 16161.52%1.86%2.15%Q4 2019Q3 202316
Faithward Advisors, LLC 16160.11%0.64%2.49%Q4 2019Q3 202316
Bank of Marin 16161.03%1.33%1.69%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.08%0.11%0.13%Q4 2019Q3 202316
Connecticut Wealth Management, LLC 16160.02%0.07%0.19%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.02%0.57%1.12%Q4 2019Q3 202316
Sloy Dahl & Holst, LLC 16160.04%0.11%0.21%Q4 2019Q3 202316
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.03%0.04%0.06%Q1 2019Q1 202316
DAVIDSON TRUST CO 16161.48%1.84%2.29%Q4 2019Q3 202316
M&G INVESTMENT MANAGEMENT LTD 16160.00%0.02%0.06%Q4 2019Q3 202316
Gleason Group, Inc. 16160.20%0.23%0.28%Q4 2019Q3 202316
EWG Elevate Inc. 16160.12%1.46%4.99%Q4 2019Q3 202316
S.E.E.D. Planning Group LLC 16160.32%1.88%2.92%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.12%0.20%0.28%Q4 2019Q3 202316
Mizuho Securities Co. Ltd. 1220.00%0.15%0.45%Q4 2018Q3 202316
Chapman Investment Management, LLC 16164.82%6.11%7.79%Q4 2019Q3 202316
ICW Investment Advisors LLC 16161.33%1.59%1.89%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.07%0.30%0.63%Q2 2013Q1 201716
Illinois Municipal Retirement Fund 16160.46%0.78%1.52%Q4 2019Q3 202316
Hixon Zuercher, LLC 16163.35%4.30%6.16%Q4 2019Q3 202316
Surevest, LLC 16160.06%0.14%0.29%Q4 2018Q3 202216
Centered Wealth LLC dba Miller Equity Capital Advisors 16161.84%2.14%2.88%Q4 2019Q3 202316
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.24%0.85%1.35%Q4 2018Q3 202316
HOEY INVESTMENTS, INC 16160.01%0.19%0.45%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.33%0.42%0.62%Q4 2019Q3 202316
Meristem Family Wealth, LLC 16160.08%0.22%0.35%Q2 2018Q1 202216
VeraBank, N.A. 16160.21%0.44%0.62%Q4 2019Q3 202316
Coe Capital Management, LLC 16161.45%2.04%2.68%Q3 2017Q2 202116
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.27%0.33%0.44%Q4 2019Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16161.19%1.38%1.62%Q4 2019Q3 202316
Clarity Wealth Advisors, LLC 16162.11%2.70%3.13%Q4 2019Q3 202316
1776 Wealth LLC 16160.32%0.39%0.46%Q4 2019Q3 202316
HWG Holdings LP 620.00%0.78%2.23%Q2 2019Q4 202316
Plancorp, LLC 16160.04%0.08%0.14%Q4 2019Q3 202316
WESPAC Advisors, LLC 520.28%0.90%1.94%Q2 2013Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.12%0.27%0.48%Q4 2019Q3 202316
ARBOR TRUST WEALTH ADVISORS, LLC 16161.24%1.58%1.97%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.17%0.26%0.41%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.02%0.03%0.04%Q2 2019Q3 202316
AEGON ASSET MANAGEMENT UK PLC 16160.03%0.14%0.73%Q3 2019Q2 202316
Tidal Investments LLC 970.04%0.16%0.28%Q3 2019Q3 202316
EPG Wealth Management LLC 16160.32%0.46%0.65%Q4 2019Q3 202316
Princeton Portfolio Strategies Group LLC 1510.06%0.07%0.08%Q4 2015Q2 202116
Relyea Zuckerberg Hanson LLC 16160.21%0.27%0.39%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.03%0.06%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.16%0.27%0.40%Q4 2019Q3 202316
Capital Impact Advisors, LLC 16160.44%0.96%2.62%Q4 2013Q3 201716
Strategic Blueprint, LLC 1510.07%0.25%0.83%Q3 2019Q3 202316
Boltwood Capital Management 970.09%0.29%0.55%Q4 2017Q4 202316
Affinity Capital Advisors, LLC 16160.10%0.14%0.21%Q4 2019Q3 202316
VIRIDIAN RIA, LLC 1420.15%0.21%0.31%Q1 2018Q1 202216
Ensign Peak Advisors, Inc 16160.32%0.42%0.55%Q4 2019Q3 202316
Optas, LLC 16160.20%0.37%0.62%Q4 2019Q3 202316
Lehman & Derafelo Financial Resources LLC 16160.11%0.15%0.20%Q1 2019Q4 202216
Quantitative Investment Management, LLC 310.11%0.49%1.33%Q2 2013Q3 202316
Vestcor Inc 16160.40%0.63%0.87%Q4 2019Q3 202316
Walleye Capital LLC 520.00%0.07%0.22%Q2 2019Q3 202316
Vectors Research Management, LLC 16160.01%0.02%0.04%Q3 2018Q2 202216
Efficient Market Advisors, LLC 16160.04%0.06%0.07%Q2 2013Q1 201716
Pavion Blue Capital, LLC 16162.27%2.88%3.26%Q4 2019Q3 202316
Argent Advisors, Inc. 16160.16%0.48%0.63%Q4 2019Q3 202316
MOULTON WEALTH MANAGEMENT, INC 16160.33%0.83%3.14%Q4 2019Q3 202316
Firestone Capital Management 16160.08%0.10%0.14%Q4 2019Q3 202316
Rainier Group Investment Advisory LLC 16160.64%1.80%15.78%Q4 2016Q3 202016
Merit Financial Group, LLC 16160.03%0.12%0.29%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.35%0.51%0.76%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.02%0.03%0.04%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.01%0.50%0.76%Q4 2019Q3 202316
StrongBox Wealth, LLC 16161.59%1.89%2.35%Q1 2020Q4 202316
Teamwork Financial Advisors, LLC 16160.10%0.26%0.65%Q4 2019Q3 202316
Cairn Investment Group, Inc. 16162.09%2.82%3.73%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.08%0.10%0.13%Q4 2019Q3 202316
Blue Fin Capital, Inc. 16160.10%1.39%2.02%Q4 2019Q3 202316
CUE ADVISORY SERVICES, INC. 16160.89%1.05%1.22%Q4 2014Q3 201816
Cornerstone Advisors, LLC 16160.92%1.23%1.53%Q4 2019Q3 202316
Veritas Investment Management LLP 16160.01%0.03%0.08%Q4 2016Q3 202016
MONARCH CAPITAL MANAGEMENT INC/ 16160.12%0.18%0.22%Q4 2019Q3 202316
American Institute for Advanced Investment Management, LLP 16160.21%0.37%0.58%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.00%0.04%0.10%Q4 2019Q3 202316
Alhambra Investment Management LLC 16161.20%2.03%2.68%Q4 2019Q3 202316
NovaPoint Capital, LLC 16160.18%0.39%0.56%Q4 2019Q3 202316
Leelyn Smith, LLC 16160.04%0.26%0.81%Q4 2019Q3 202316
Circle Wealth Management, LLC 16160.04%0.10%0.14%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.13%0.58%0.70%Q4 2019Q3 202316
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.01%0.16%0.64%Q4 2019Q3 202316
Aberdeen Wealth Management LLC 16160.30%0.50%0.60%Q4 2019Q3 202316
Ethic Inc. 16160.10%0.19%0.40%Q4 2019Q3 202316
OneAscent Financial Services LLC 910.12%0.45%1.20%Q2 2019Q3 202316
Phocas Financial Corp. 1410.01%0.08%0.15%Q4 2018Q3 202316
Csenge Advisory Group 1510.01%0.13%0.22%Q3 2018Q3 202316
Orion Portfolio Solutions, LLC 16160.04%0.07%0.14%Q4 2019Q3 202316
PACIFIC CAPITAL WEALTH ADVISORS, INC 16160.21%0.34%0.45%Q4 2019Q3 202316
Hotaling Investment Management, LLC 16160.53%0.83%1.02%Q1 2019Q4 202216
Emerald Advisors, LLC 161652.17%72.11%78.31%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.73%1.23%1.64%Q4 2019Q3 202316
BBR PARTNERS, LLC 1330.03%0.09%0.18%Q3 2019Q3 202316
Archer Investment Corp 16160.07%0.17%0.30%Q4 2019Q3 202316
ABSHER WEALTH MANAGEMENT, LLC 16162.12%3.20%4.54%Q4 2019Q3 202316
HOHIMER WEALTH MANAGEMENT, LLC 16160.19%0.62%1.04%Q4 2019Q3 202316
Physician Wealth Advisors, Inc. 16160.17%0.22%0.26%Q4 2019Q3 202316
WestEnd Advisors, LLC 1210.00%3.81%5.86%Q2 2013Q3 202316
PETERSON WEALTH MANAGEMENT 16161.59%2.18%3.30%Q4 2019Q3 202316
River Wealth Advisors LLC 1330.04%0.18%0.51%Q2 2018Q3 202316
Column Capital Advisors, LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Angeles Investment Advisors, LLC 16160.02%0.23%0.57%Q1 2019Q4 202216
Soltis Investment Advisors LLC 16160.11%0.16%0.20%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.05%0.13%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.02%0.05%0.07%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.43%0.59%0.75%Q4 2019Q3 202316
Stratos Investment Management, LLC 16160.26%0.63%0.96%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.95%1.20%1.37%Q4 2019Q3 202316
Citizens Business Bank 1420.10%0.15%0.26%Q2 2017Q3 202316
Arkfeld Wealth Strategies, L.L.C. 16160.57%0.74%0.98%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.41%0.52%0.62%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.22%0.40%0.71%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.40%0.73%1.00%Q4 2019Q3 202316
Strategic Wealth Investment Group, LLC 16160.81%1.13%1.68%Q4 2019Q3 202316
Weil Company, Inc. 1330.14%0.19%0.41%Q3 2019Q3 202316
360 Financial, Inc. 16160.36%0.50%0.62%Q4 2019Q3 202316
BigSur Wealth Management LLC 910.10%0.35%0.51%Q4 2016Q3 202316
BOK Financial Private Wealth, Inc. 16160.41%0.52%0.77%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.12%0.21%0.30%Q4 2019Q3 202316
A.R.T. Advisors, LLC 710.01%0.70%3.56%Q3 2013Q3 202016
Aurora Private Wealth, Inc. 16160.12%0.23%0.41%Q4 2019Q3 202316
BREMER TRUST NATIONAL ASSOCIATION 16160.07%0.17%0.40%Q1 2015Q4 201816
Curtis Advisory Group, LLC 16160.32%0.41%0.48%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.15%0.17%0.21%Q4 2019Q3 202316
Cardinal Strategic Wealth Guidance 16160.36%0.44%0.55%Q4 2019Q3 202316
Schonfeld Strategic Advisors LLC 610.01%0.21%0.46%Q3 2016Q3 202316
Ziegler Capital Management, LLC 1510.18%0.95%1.27%Q2 2013Q3 202316
Schneider Downs Wealth Management Advisors, LP 1410.06%0.16%0.33%Q2 2019Q3 202316
Capital Asset Advisory Services LLC 16160.03%0.08%0.13%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16160.48%0.86%1.12%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.02%0.03%0.04%Q2 2013Q1 201716
DOHJ, LLC 16160.30%1.01%1.74%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.12%0.25%0.40%Q4 2019Q3 202316
EDGE ASSET MANAGEMENT, INC 16160.52%0.68%0.90%Q2 2013Q1 201716
BlackRock Institutional Trust Company, N.A. 15150.22%0.27%0.31%Q2 2013Q4 201615
Rampart Investment Management Company, LLC 15150.07%0.35%0.49%Q1 2017Q3 202015
Moser Wealth Advisors, LLC 1320.96%1.24%1.64%Q4 2019Q3 202315
Acropolis Investment Management, LLC 15150.02%0.02%0.03%Q1 2020Q3 202315
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1230.02%0.03%0.05%Q4 2019Q3 202315
J.W. COLE ADVISORS, INC. 1320.14%0.22%0.55%Q4 2019Q3 202315
Jaffetilchin Investment Partners, LLC 1210.03%0.11%0.26%Q1 2015Q3 202315
Resource Management, LLC 15150.04%0.06%0.09%Q2 2018Q4 202115
HARDING LOEVNER LP 710.00%0.27%1.16%Q4 2015Q3 202315
AMUSSEN HUNSAKER ASSOCIATES LLC 14140.00%0.20%0.34%Q2 2020Q3 202315
BlackRock Japan Co. Ltd 15150.24%0.30%0.37%Q2 2013Q4 201615
RPg Family Wealth Advisory, LLC 1010.01%0.02%0.03%Q4 2017Q1 202215
Rosenberg Matthew Hamilton 15150.10%0.13%0.16%Q1 2020Q3 202315
Defender Capital, LLC. 15150.62%4.11%6.48%Q1 2020Q3 202315
RMR Wealth Builders 1410.20%0.32%0.56%Q4 2019Q3 202315
Redhawk Wealth Advisors, Inc. 1410.02%0.32%0.58%Q2 2019Q3 202315
Lineweaver Wealth Advisors, LLC 15150.16%0.23%0.36%Q1 2020Q3 202315
Keebeck Wealth Management, LLC 1410.04%0.12%0.25%Q4 2019Q3 202315
BlackRock Group LTD 15150.21%0.26%0.30%Q2 2013Q4 201615
First Citizens Financial Corp 1320.23%0.30%0.41%Q4 2019Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.15%0.19%0.23%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.03%0.05%0.06%Q1 2020Q3 202315
RONALD BLUE & CO LLC 1230.01%0.02%0.03%Q2 2013Q2 201715
Horst & Graben Wealth Management LLC 15150.19%0.23%0.28%Q1 2020Q3 202315
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1230.07%0.15%0.23%Q4 2019Q3 202315
Retirement Group, LLC 1410.01%0.03%0.08%Q4 2019Q3 202315
MEITAV INVESTMENT HOUSE LTD 15150.06%0.66%1.27%Q1 2020Q3 202315
Trutina Financial LLC 15150.18%0.31%0.41%Q2 2013Q4 201615
FIRST BUSINESS FINANCIAL SERVICES, INC. 1410.08%0.15%0.21%Q1 2014Q3 202315
ALTFEST L J & CO INC 1410.06%0.09%0.22%Q3 2015Q3 202315
SevenBridge Financial Group, LLC 1310.02%0.11%0.74%Q2 2016Q3 202315
HERON FINANCIAL GROUP, LLC 15150.21%0.65%0.89%Q4 2019Q2 202315
Town & Country Bank & Trust CO dba First Bankers Trust CO 710.08%0.47%1.09%Q4 2018Q3 202315
Claro Advisors LLC 1410.06%0.21%0.27%Q4 2018Q3 202315
Marquette Asset Management, LLC 1320.01%0.01%0.02%Q3 2019Q3 202315
Karp Capital Management Corp 610.02%0.39%1.88%Q4 2014Q3 202215
GROUP ONE TRADING, L.P. 1320.00%0.02%0.05%Q3 2013Q3 202315
Stonebridge Financial Planning Group, LLC 960.01%0.20%0.66%Q4 2019Q3 202315
DF DENT & CO INC 15150.00%0.04%0.14%Q1 2020Q3 202315
Platform Technology Partners 1050.29%0.62%0.97%Q4 2019Q3 202315
CONNABLE OFFICE INC 15150.31%0.46%0.58%Q1 2020Q3 202315
ARGENT CAPITAL MANAGEMENT LLC 15150.03%0.05%0.06%Q1 2020Q3 202315
CVA Family Office, LLC 15150.13%0.18%0.25%Q1 2020Q3 202315
CULBERTSON A N & CO INC 15150.06%0.08%0.10%Q1 2020Q3 202315
Symphony Financial, Ltd. Co. 15150.74%1.28%1.85%Q1 2020Q3 202315
INTEGRATED WEALTH COUNSEL, LLC 15150.06%0.16%0.34%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.13%0.21%0.35%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.06%0.18%Q2 2013Q4 201615
Advisor Group, Inc. 15150.11%0.14%0.16%Q2 2016Q4 201915
Tower View Wealth Management LLC 1410.00%1.74%2.98%Q1 2019Q3 202315
Your Advocates Ltd., LLP 15150.02%0.02%0.04%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Financial Partners Group, Inc 15150.12%0.20%0.26%Q1 2020Q3 202315
Overbrook Management Corp 15150.10%0.16%0.21%Q1 2020Q3 202315
WASHBURN CAPITAL MANAGEMENT, INC. 15150.38%0.86%1.15%Q1 2020Q3 202315
Annex Advisory Services, LLC 15150.03%0.41%1.06%Q1 2020Q3 202315
Veracity Capital LLC 1320.06%0.14%0.30%Q4 2019Q3 202315
OFI Advisors LLC 1140.55%0.60%0.65%Q3 2011Q3 201515
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.32%0.54%1.00%Q1 2020Q3 202315
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 15150.38%1.51%2.30%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.02%0.04%0.06%Q4 2019Q2 202315
Laurel Grove Capital, LLC 15150.16%0.23%0.28%Q1 2015Q3 201815
Buckingham Capital Management, Inc. 15150.08%0.09%0.11%Q2 2013Q4 201615
Kavar Capital Partners, LLC 720.00%0.11%0.18%Q4 2013Q3 202015
SYMPHONY ASSET MANAGEMENT LLC 15150.03%0.35%0.59%Q2 2013Q4 201615
MSI Financial Services Inc 15150.11%0.17%0.30%Q2 2013Q4 201615
Auxano Advisors, LLC 15151.48%5.35%8.41%Q1 2020Q3 202315
MATHER GROUP, LLC. 15150.01%0.03%0.10%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.02%0.09%Q1 2020Q3 202315
PacWest Financial Management Inc 15150.12%1.03%1.42%Q2 2013Q4 201615
LAKE STREET ADVISORS GROUP, LLC 15150.04%0.07%0.10%Q4 2017Q2 202115
OSAIC HOLDINGS, INC. 15150.20%0.25%0.29%Q1 2020Q3 202315
Stokes & Hubbell Capital Management, LLC 15150.08%0.12%0.18%Q3 2015Q1 201915
Wellspring Financial Advisors, LLC 15150.16%0.21%0.29%Q1 2020Q3 202315
Marks Group Wealth Management, Inc 15150.03%0.05%0.06%Q1 2020Q3 202315
Financial Engines Advisors L.L.C. 1310.00%0.00%0.00%Q1 2017Q3 202315
Valmark Advisers, Inc. 1410.01%0.01%0.02%Q4 2019Q3 202315
Wealth Alliance 15150.11%0.18%0.34%Q1 2020Q3 202315
Greenline Partners, LLC 1410.19%1.35%2.20%Q4 2017Q3 202315
Martin Investment Management, LLC 1410.06%0.08%0.11%Q4 2019Q3 202315
Triton Wealth Management, PLLC 15150.74%0.95%1.28%Q1 2020Q3 202315
Cypress Wealth Advisors LLC 15150.27%0.34%0.49%Q2 2015Q4 201815
Virtus Fund Advisers, LLC 15150.13%0.18%0.23%Q2 2014Q4 201715
Eudaimonia Partners, LLC 870.09%0.45%1.05%Q4 2019Q3 202315
WP Advisors, LLC 1210.02%0.29%0.39%Q4 2016Q3 202315
RBA Wealth Management, LLC 870.11%0.15%0.24%Q3 2019Q3 202315
Xcel Wealth Management, LLC 15150.12%0.21%0.73%Q1 2020Q3 202315
EQUITABLE TRUST CO 810.02%0.03%0.06%Q3 2018Q3 202315
Columbia Trust Co 01012016 1230.66%0.97%1.24%Q4 2019Q3 202315
Wealth Advisors of Iowa, LLC 15150.15%0.54%0.97%Q1 2020Q3 202315
PRENTISS SMITH & CO INC 15150.00%0.68%1.97%Q2 2013Q4 201615
Eastover Investment Advisors LLC 15150.52%0.74%0.96%Q1 2020Q3 202315
Pratt Collard Advisory Partners LLC 15150.61%0.92%1.22%Q4 2017Q2 202115
Vanguard Personalized Indexing Management, LLC 15150.42%0.58%0.68%Q1 2020Q3 202315
ALPS ADVISORS INC 1140.00%0.04%0.10%Q3 2019Q3 202315
J. W. Coons Advisors, LLC 15150.40%0.51%0.64%Q1 2020Q3 202315
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1020.01%0.82%2.54%Q4 2014Q1 202215
British Airways Pensions Investment Management Ltd 15150.26%0.56%1.02%Q3 2017Q1 202115
PRIVATE MANAGEMENT GROUP INC 1410.01%0.02%0.02%Q4 2019Q3 202315
Strategic Advisors LLC 15150.36%0.43%0.55%Q1 2020Q3 202315
WRAPMANAGER INC 1010.06%0.10%0.14%Q4 2016Q3 202315
HARVEY CAPITAL MANAGEMENT INC 15150.15%1.08%3.69%Q1 2020Q3 202315
BCM ADVISORS, LLC 15150.37%0.44%0.55%Q1 2020Q3 202315
CCG WEALTH MANAGEMENT, LLC 1410.13%0.23%0.28%Q4 2019Q3 202315
Quadrature Capital Ltd 210.05%0.88%2.88%Q4 2015Q2 202315
NICHOLAS COMPANY, INC. 15150.69%0.93%1.19%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.13%0.17%0.21%Q2 2013Q4 201615
Texas Capital Bank Wealth Management Services Inc 15150.47%0.96%1.32%Q1 2020Q3 202315
Petix & Botte Co 1231.11%1.64%2.70%Q4 2019Q3 202315
JAMES INVESTMENT RESEARCH INC 15150.01%0.15%0.29%Q1 2020Q3 202315
Karani Asset Management LLC 15152.39%4.13%6.38%Q1 2020Q3 202315
I.G.Y. Ltd 151528.42%33.01%37.60%Q1 2020Q3 202315
PAX Financial Group, LLC 15150.15%0.27%0.42%Q1 2020Q3 202315
CAMDEN NATIONAL BANK 15151.12%2.13%2.65%Q1 2020Q3 202315
Ahrens Investment Partners LLC 15150.12%0.20%0.28%Q3 2019Q1 202315
ICON ADVISERS INC/CO 1220.02%0.28%0.61%Q2 2013Q3 201714
SEVEN EIGHT CAPITAL, LP 710.04%0.44%1.04%Q2 2015Q4 202214
Stelac Advisory Services LLC 1310.10%0.19%0.26%Q4 2016Q2 202314
FIRST MIDWEST BANK TRUST DIVISION 1110.03%0.09%0.40%Q2 2013Q4 202114
DEERE & CO 14140.21%0.29%0.36%Q2 2013Q3 201614
AFFINITY WEALTH MANAGEMENT LLC 860.06%0.12%0.29%Q1 2020Q3 202314
OGOREK ANTHONY JOSEPH /NY/ /ADV 950.00%0.01%0.04%Q2 2019Q3 202314
Blueshift Asset Management, LLC 710.08%0.52%1.07%Q1 2019Q2 202314
EAGLE ASSET MANAGEMENT INC 1130.01%0.02%0.03%Q1 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.60%0.84%1.10%Q2 2013Q3 201614
Segment Wealth Management, LLC 1310.04%0.41%1.13%Q1 2020Q3 202314
LVW Advisors, LLC 1010.04%0.07%0.12%Q1 2015Q3 202314
Dai-ichi Life Holdings, Inc. 14140.05%0.17%0.31%Q2 2013Q3 201614
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 770.06%0.18%0.70%Q2 2013Q4 202214
Pinnacle Wealth Management Advisory Group, LLC 14140.10%0.26%0.48%Q2 2020Q3 202314
Aveo Capital Partners, LLC 950.04%0.06%0.08%Q4 2016Q3 202314
Gerstein Fisher 14140.02%0.05%0.07%Q2 2013Q3 201614
Bay Rivers Group 14140.97%1.82%2.55%Q2 2020Q3 202314
Wealth Quarterback LLC 610.25%0.73%1.09%Q1 1987Q3 202314
Trust Co 14140.04%0.15%0.44%Q2 2020Q3 202314
COMPTON CAPITAL MANAGEMENT INC /RI 1210.08%0.37%0.82%Q4 2018Q1 202314
Legacy Advisors, LLC 620.01%0.07%0.25%Q3 2017Q3 202314
MITCHELL SINKLER & STARR/PA 14140.24%0.37%0.57%Q2 2020Q3 202314
Maven Securities LTD 410.00%0.09%0.48%Q3 2019Q3 202314
BUCKHEAD CAPITAL MANAGEMENT LLC 14140.15%0.23%0.44%Q2 2020Q3 202314
DELTA LLOYD NV 14140.02%0.10%0.18%Q2 2013Q3 201614
Trexquant Investment LP 410.01%0.44%0.83%Q2 2015Q3 202314
FIELDPOINT PRIVATE ADVISORS, INC 1130.13%2.06%3.33%Q2 2013Q1 201714
XR Securities LLC 510.00%0.17%0.49%Q3 2018Q3 202314
RGT Wealth Advisors, LLC 14140.32%1.92%7.02%Q2 2019Q3 202214
HMS Capital Management, LLC 1010.06%0.14%0.23%Q2 2018Q3 202314
TEXAS CAPITAL BANCSHARES INC/TX 1110.11%0.46%0.64%Q4 2014Q3 202314
JT Stratford LLC 14140.16%0.20%0.29%Q2 2020Q3 202314
RIVERBRIDGE PARTNERS LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Summit Trail Advisors, LLC 910.02%0.07%0.13%Q4 2017Q3 202314
Ninepoint Partners LP 910.04%0.12%0.36%Q2 2018Q3 202314
Hedeker Wealth, LLC 14140.78%1.06%1.32%Q2 2020Q3 202314
Prudent Man Advisors, LLC 14140.20%0.30%0.42%Q2 2020Q3 202314
PETTYJOHN, WOOD & WHITE, INC 14140.07%0.09%0.12%Q2 2020Q3 202314
XPONANCE, INC. 14140.46%0.69%0.86%Q2 2020Q3 202314
Apollon Wealth Management, LLC 14140.36%0.57%0.70%Q2 2020Q3 202314
GFG Capital, LLC 14140.06%0.27%0.68%Q2 2020Q3 202314
Canton Hathaway, LLC 1040.01%0.01%0.02%Q3 2018Q2 202214
ANALYTIC INVESTORS, LLC 14140.01%0.88%1.81%Q2 2013Q3 201614
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1040.58%0.70%0.86%Q1 2020Q3 202314
HOLDERNESS INVESTMENTS CO 14140.09%0.24%0.37%Q2 2020Q3 202314
Yellowstone Partners, LLC 1220.15%0.67%0.96%Q4 2013Q4 201714
ACIMA PRIVATE WEALTH, LLC 14140.01%0.04%0.05%Q4 2018Q1 202214
CAROLINAS WEALTH CONSULTING LLC 14140.03%0.09%0.12%Q2 2020Q3 202314
WEDGE CAPITAL MANAGEMENT L L P/NC 910.00%0.01%0.01%Q2 2019Q3 202314
Haverford Financial Services, Inc. 14141.32%2.80%4.84%Q2 2020Q3 202314
LEE DANNER & BASS INC 14140.02%0.03%0.04%Q2 2020Q3 202314
Whitnell & Co. 1010.00%0.01%0.03%Q2 2013Q4 201914
Platte River Wealth Advisors, LLC 14140.15%0.19%0.25%Q2 2020Q3 202314
Traynor Capital Management, Inc. 14140.05%0.12%0.27%Q2 2020Q3 202314
Intercontinental Wealth Advisors, LLC 950.04%0.08%0.11%Q4 2018Q2 202314
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14140.82%1.02%1.20%Q2 2020Q3 202314
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 14140.83%1.07%1.29%Q2 2020Q3 202314
Timber Hill LLC 510.00%0.08%0.25%Q2 2013Q1 202014
RAY GERALD L & ASSOCIATES LTD 14140.03%0.03%0.04%Q2 2014Q3 201714
Poehling Capital Management, INC. 1130.06%0.13%0.17%Q4 2017Q3 202314
Gladius Capital Management LP 610.00%0.02%0.11%Q4 2018Q1 202314
PDS Planning, Inc 14140.06%0.10%0.14%Q2 2020Q3 202314
Members Trust Co 1020.01%0.02%0.03%Q4 2017Q3 202314
Ford Financial Group, LLC 1210.05%0.15%0.24%Q4 2017Q4 202214
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1310.01%0.02%0.02%Q3 2018Q3 202314
AJO, LP 630.02%0.14%0.42%Q4 2014Q4 202014
Raub Brock Capital Management LP 14140.04%0.10%0.14%Q2 2020Q3 202314
STRALEM & CO INC 1310.10%0.38%3.07%Q4 2015Q2 202014
Winfield Associates, Inc. 1210.00%0.01%0.01%Q1 2014Q4 201714
Hunter Perkins Capital Management, LLC 14140.28%0.40%0.50%Q2 2020Q3 202314
GM Advisory Group, LLC 14140.07%0.09%0.14%Q2 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.03%0.08%0.12%Q4 2017Q1 202114
Laffer Tengler Investments, Inc. 1310.11%0.51%1.47%Q2 2013Q3 202314
Ally Financial Inc. 410.13%0.49%1.03%Q1 2014Q2 202114
BRR OpCo, LLC 14140.12%0.23%0.36%Q2 2019Q3 202214
Biltmore Wealth Management, LLC 1130.28%0.41%0.74%Q2 2018Q3 202314
Intellectus Partners, LLC 820.02%0.08%0.34%Q2 2017Q3 202314
Thomas J. Herzfeld Advisors, Inc. 14140.00%0.00%0.00%Q2 2020Q3 202314
Baskin Financial Services Inc. 14142.82%3.63%4.43%Q2 2020Q3 202314
United Capital Management of KS, Inc. 14141.07%1.36%1.66%Q2 2020Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.01%0.09%0.18%Q2 2013Q3 201614
FAS Wealth Partners, Inc. 1310.03%0.14%0.32%Q3 2018Q3 202314
Mariner Wealth Advisors-Cincinnati, LLC 1210.02%0.03%0.04%Q4 2013Q3 201814
Nichols Asset Management LLC 1310.04%0.15%0.42%Q2 2013Q4 201614
B & T Capital Management DBA Alpha Capital Management 1130.24%0.67%1.42%Q2 2013Q3 202314
PDT Partners, LLC 710.02%0.41%1.48%Q2 2013Q3 202314
Grandview Asset Management LLC 14140.29%0.65%1.44%Q2 2020Q3 202314
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1310.08%0.27%0.46%Q2 2018Q3 202314
Altman Advisors, Inc. 1311.39%1.72%1.99%Q1 2020Q3 202314
I.G. INVESTMENT MANAGEMENT, LTD. 14140.03%0.08%0.14%Q2 2013Q3 201614
Parkside Advisors LLC 1310.08%0.12%0.19%Q2 2017Q4 202314
Arkos Global Advisors 14140.05%0.10%0.18%Q2 2020Q3 202314
GeoWealth Management, LLC 14140.03%0.09%0.16%Q2 2020Q3 202314
Guidant Wealth Advisors 13130.02%0.04%0.05%Q3 2016Q3 201913
Aft, Forsyth & Sober, LLC 1210.11%0.52%0.70%Q4 2019Q3 202313
SG3 Management, LLC 520.04%0.73%2.90%Q2 2017Q2 202113
Spearhead Capital Advisors, LLC 1030.04%0.76%1.55%Q2 2019Q3 202213
Arcus Capital Partners, LLC 910.00%0.09%0.15%Q4 2017Q4 202213
Quadrant Private Wealth Management, LLC 940.30%0.68%1.22%Q2 2020Q3 202313
BCS Wealth Management 1120.12%0.14%0.24%Q2 2020Q3 202313
CreativeOne Wealth, LLC 1210.03%0.09%0.14%Q4 2019Q3 202313
FRONT BARNETT ASSOCIATES LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 760.03%0.22%0.45%Q1 2014Q3 202313
Berman Capital Advisors, LLC 13130.09%0.15%0.18%Q3 2018Q3 202113
HC FINANCIAL ADVISORS INC 1210.79%1.04%1.25%Q1 2018Q2 202213
Elevated Capital Advisors, LLC 510.22%0.32%0.53%Q1 2019Q3 202313
Truehand, Inc 13132.22%2.83%3.71%Q4 2018Q4 202113
Ullmann Wealth Partners Group, LLC 1010.02%0.08%0.18%Q1 2017Q3 202313
TFC Financial Management, Inc. 13130.10%0.16%0.23%Q3 2020Q3 202313
TCG Advisory Services, LLC 12120.07%0.47%3.66%Q4 2020Q3 202313
Kimelman & Baird, LLC 610.04%2.06%3.26%Q2 2013Q2 202113
Towerpoint Wealth, LLC 13130.12%0.17%0.21%Q3 2020Q3 202313
Riggs Asset Managment Co. Inc. 13130.05%0.07%0.08%Q3 2020Q3 202313
CHARTER RESEARCH & INVESTMENT GROUP, INC. 13130.18%0.23%0.28%Q3 2020Q3 202313
Wellington Shields & Co., LLC 13130.09%0.12%0.18%Q3 2020Q3 202313
InterOcean Capital Group, LLC 12120.00%0.06%0.10%Q4 2020Q3 202313
Kestra Advisory Services, LLC 13130.23%0.29%0.36%Q3 2020Q3 202313
KELLEHER FINANCIAL ADVISORS 13130.12%0.21%0.26%Q3 2020Q3 202313
XML Financial, LLC 13130.05%0.20%0.41%Q3 2020Q3 202313
NewSquare Capital LLC 940.00%0.06%0.27%Q4 2019Q3 202313
MinichMacGregor Wealth Management, LLC 1210.01%0.01%0.03%Q4 2015Q4 202213
Trellis Advisors, LLC 13130.14%0.34%0.75%Q3 2020Q3 202313
Long Road Investment Counsel, LLC 1210.10%0.14%0.21%Q2 2020Q3 202313
GFS Advisors, LLC 510.04%0.07%0.11%Q1 2016Q3 202313
Rempart Asset Management Inc. 13134.98%5.73%6.54%Q4 2020Q4 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.07%0.13%0.18%Q3 2020Q3 202313
Global X Management CO LLC 13130.00%0.02%0.04%Q2 2015Q2 201813
Advisory Alpha, LLC 810.02%0.04%0.06%Q1 2019Q3 202313
Harvest Investment Services, LLC 1030.28%0.75%1.64%Q1 2020Q3 202313
SCOPUS ASSET MANAGEMENT, L.P. 710.32%1.16%2.69%Q4 2015Q1 202313
C-J Advisory, Inc. 13130.01%0.02%0.02%Q3 2016Q3 201913
Point72 Asset Management, L.P. 210.00%0.09%0.32%Q2 2014Q3 202313
Visionary Wealth Advisors 13130.02%0.06%0.15%Q3 2020Q3 202313
GW HENSSLER & ASSOCIATES LTD 850.02%0.03%0.05%Q2 2020Q3 202313
First Pacific Financial 13130.60%1.15%1.50%Q3 2020Q3 202313
LexAurum Advisors, LLC 13130.07%0.17%0.33%Q3 2020Q3 202313
Sigma Investment Management Co 13130.20%0.23%0.34%Q1 2013Q1 201613
Zions Bancorporation 1120.00%0.02%0.11%Q1 2015Q3 201813
United American Securities Inc. (d/b/a UAS Asset Management) 850.13%3.45%7.30%Q3 2019Q3 202313
GRIMES & COMPANY, INC. 13130.01%0.47%0.93%Q3 2020Q3 202313
Hoffman, Alan N Investment Management 13132.54%3.47%4.40%Q4 2020Q4 202313
Van Leeuwen & Company, LLC 13130.33%0.83%1.41%Q3 2020Q3 202313
LITTLE HOUSE CAPITAL LLC 410.08%0.30%0.55%Q1 2019Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.26%0.34%0.44%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.13%0.27%1.01%Q3 2020Q3 202313
Stewart Asset Management, LLC 13132.86%3.56%4.50%Q4 2019Q4 202213
FOUNDERS FINANCIAL SECURITIES LLC 13130.08%0.28%0.36%Q3 2020Q3 202313
Mount Lucas Management LP 540.02%0.42%0.68%Q1 2015Q1 202113
Peak Financial Management, Inc. 13130.09%0.11%0.13%Q3 2020Q3 202313
Dynamic Capital Management Ltd 510.09%0.80%3.86%Q2 2013Q3 201913
Vontobel Holding Ltd. 12120.06%0.17%0.38%Q4 2020Q3 202313
BNC WEALTH MANAGEMENT, LLC 13130.68%1.22%1.52%Q3 2020Q3 202313
Key FInancial Inc 1210.03%0.08%0.12%Q1 2020Q3 202313
DERBY & COMPANY, INC 1120.07%0.10%0.14%Q2 2018Q3 202113
GLG LLC 940.07%0.30%0.44%Q1 2014Q3 201713
Concorde Asset Management, LLC 13130.12%0.28%0.54%Q3 2020Q3 202313
Sky Investment Group LLC 13130.24%0.32%0.38%Q3 2020Q3 202313
FORESTERS ASSET MANAGEMENT INC. 13130.10%1.24%2.54%Q2 2016Q2 201913
Newbridge Financial Services Group, Inc. 13130.55%0.75%1.00%Q3 2020Q3 202313
Onex Canada Asset Management Inc. 13130.19%0.31%0.38%Q3 2019Q3 202213
BALLAST ADVISORS LLC 13130.13%0.19%0.38%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.83%0.95%1.08%Q3 2020Q3 202313
Abundance Wealth Counselors 13130.03%0.21%0.68%Q2 2020Q2 202313
Fusion Capital, LLC 13130.24%0.51%0.66%Q3 2020Q3 202313
McLean Asset Management Corp 13130.17%0.23%0.43%Q4 2020Q4 202313
KANALY TRUST CO 13130.03%0.13%0.22%Q4 2013Q4 201613
VAN STRUM & TOWNE INC. 13130.12%0.14%0.19%Q3 2020Q3 202313
MCIA Inc 1120.05%0.11%0.15%Q2 2017Q3 202313
Hexagon Capital Partners LLC 13130.16%0.27%0.43%Q3 2020Q3 202313
Capital Square, LLC 1210.20%0.59%1.05%Q1 2020Q3 202313
Rex Capital Advisors, LLC 1120.13%0.19%0.25%Q3 2019Q4 202213
Avion Wealth 13130.00%0.01%0.01%Q3 2020Q3 202313
AM INVESTMENT STRATEGIES LLC 13130.32%0.52%0.70%Q3 2020Q3 202313
FIRST NIAGARA BANK 13130.22%0.28%0.35%Q2 2013Q2 201613
Arbor Investment Advisors, LLC 13130.05%0.09%0.18%Q3 2020Q3 202313
GARCIA HAMILTON & ASSOCIATES LP/DE 13130.49%1.05%1.71%Q2 2014Q2 201713
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 13130.04%0.07%0.10%Q3 2020Q3 202313
Solstein Capital, LLC 1030.00%0.55%1.13%Q4 2019Q3 202313
Watchman Group, Inc. 1210.21%0.32%0.42%Q4 2019Q1 202313
VSR Financial Services, Inc. 13130.04%0.08%0.22%Q2 2013Q2 201613
DRIEHAUS CAPITAL MANAGEMENT LLC 910.00%0.09%0.33%Q2 2013Q4 202113
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.75%1.08%1.65%Q2 2013Q2 201613
COLLECTIVE FAMILY OFFICE LLC 12120.21%0.28%0.38%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.13%0.20%0.27%Q4 2018Q3 202112
ECLECTIC ASSOCIATES INC /ADV 12120.15%0.25%0.34%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.31%0.51%0.76%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.18%0.25%0.38%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
Vantage Consulting Group Inc 12120.03%0.31%0.51%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.13%0.17%0.18%Q4 2020Q3 202312
Tsai Capital Corp 12122.01%4.14%5.98%Q4 2020Q3 202312
Wolf Group Capital Advisors 1110.04%0.33%0.48%Q4 2015Q4 202112
Sustainable Insight Capital Management, LLC 12120.13%0.37%0.89%Q4 2020Q3 202312
Benchmark Financial Wealth Advisors, LLC 1020.13%0.23%0.36%Q1 2019Q3 202312
Northern Capital Management, Inc. 12120.26%0.44%0.78%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.15%0.18%0.23%Q4 2020Q3 202312
PICTET BANK & TRUST Ltd 12120.54%0.98%1.27%Q1 2015Q4 201712
ELEMENT CAPITAL MANAGEMENT LLC 310.01%1.23%4.66%Q3 2015Q3 202312
RUSSELL FRANK CO/ 12120.11%0.12%0.14%Q2 2013Q1 201612
TMD Wealth Management, LLC 12120.10%0.12%0.16%Q4 2020Q3 202312
Stone Ridge Asset Management LLC 1110.33%0.76%1.54%Q4 2014Q2 202012
FOX RUN MANAGEMENT, L.L.C. 310.10%0.31%0.92%Q1 2016Q1 202312
WEALTH ADVISORS, INC. 10100.04%0.41%0.70%Q2 2021Q3 202312
AIA Group Ltd 12120.07%0.18%0.33%Q4 2020Q3 202312
Lehman Financial Resources, Inc. 1010.01%0.02%0.11%Q4 2012Q3 201812
MJP ASSOCIATES INC /ADV 12120.14%0.23%0.33%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.82%1.03%1.21%Q4 2020Q3 202312
Veritas Investment Partners (UK) Ltd. 12120.03%0.04%0.07%Q4 2020Q3 202312
WASATCH ADVISORS LP 12120.02%0.07%0.17%Q2 2015Q1 201812
Altus Wealth Group LLC 12120.18%0.29%0.34%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.27%0.36%0.45%Q4 2020Q3 202312
Odey Asset Management Group Ltd 410.00%0.38%1.26%Q1 2015Q4 202112
First Trust Direct Indexing L.P. 12120.29%0.64%0.85%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.21%0.32%0.52%Q4 2020Q3 202312
CAPITAL MANAGEMENT ASSOCIATES /NY/ 620.02%0.58%1.30%Q2 2018Q2 202312
Alta Wealth Advisors LLC 12121.03%1.33%1.66%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.07%0.11%0.16%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.51%0.76%1.21%Q4 2020Q3 202312
Constitution Capital LLC 12120.29%0.49%0.82%Q4 2020Q3 202312
Curran Financial Partners, LLC 12120.75%0.86%1.32%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.33%0.62%0.93%Q4 2020Q3 202312
Rock Creek Group, LP 710.03%0.18%0.66%Q3 2018Q3 202312
DB Wealth Management Group, LLC 12120.02%0.12%0.18%Q4 2020Q3 202312
Nikko Asset Management Americas, Inc. 12120.01%0.03%0.07%Q4 2013Q3 201612
AGF Investments LLC 1020.00%0.04%0.13%Q4 2018Q4 202112
Valley Brook Capital Group, Inc. 12120.44%0.71%0.92%Q4 2020Q3 202312
Malaga Cove Capital, LLC 12120.28%0.70%0.94%Q4 2020Q3 202312
TRAIN BABCOCK ADVISORS LLC 12120.08%0.11%0.17%Q4 2014Q3 201712
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 810.02%0.21%0.70%Q1 2018Q3 202212
Syntal Capital Partners, LLC 630.01%0.09%0.23%Q1 2014Q3 202312
Welch Group, LLC 930.01%0.04%0.12%Q1 2018Q3 202312
Grace Capital 12120.12%0.34%0.72%Q1 2019Q4 202112
Elk River Wealth Management, LLC 12121.63%2.09%2.41%Q4 2020Q3 202312
Game Plan Financial Advisors, LLC 12120.78%1.53%2.68%Q1 2020Q4 202212
Altavista Wealth Management, Inc. 12120.24%0.37%0.54%Q2 2013Q1 201612
Palisade Asset Management, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Palo Capital, Inc. 12120.27%0.55%0.76%Q1 2016Q4 201812
Investors Capital Advisory Services 12120.05%0.09%0.12%Q3 2013Q2 201612
Lazard Freres Gestion S.A.S. 12120.14%1.37%1.83%Q4 2020Q3 202312
MRA Advisory Group 12120.26%0.39%0.58%Q4 2020Q3 202312
Allegheny Financial Group LTD 12120.35%0.44%0.51%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.26%0.34%0.55%Q4 2020Q3 202312
PATRON PARTNERS, LLC 12121.59%1.94%2.19%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.10%0.33%0.93%Q4 2020Q3 202312
Weiss Multi-Strategy Advisers LLC 510.10%0.24%0.37%Q2 2013Q2 202112
SPECTRUM ADVISORY SERVICES INC 12120.73%0.88%1.06%Q2 2013Q1 201612
Barton Investment Management 12120.02%0.07%0.10%Q4 2020Q3 202312
Intrua Financial, LLC 12120.06%0.16%0.27%Q2 2020Q1 202312
Independent Family Office, LLC 12120.08%0.13%0.20%Q4 2020Q3 202312
Concord Wealth Partners 12120.04%0.08%0.23%Q4 2020Q3 202312
WAYCROSS PARTNERS, LLC 12120.35%0.99%2.02%Q4 2020Q3 202312
Disciplina Capital Management LLC 12120.01%0.01%0.03%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.88%1.31%2.61%Q4 2020Q3 202312
Hudson Canyon Capital Management 12121.56%1.95%2.18%Q4 2020Q3 202312
Abacus Wealth Partners, LLC 12120.07%0.18%0.35%Q4 2020Q3 202312
Purus Wealth Management, LLC 12124.03%5.13%6.28%Q4 2020Q3 202312
Sterling Financial Planning, Inc. 12120.20%0.28%0.39%Q4 2020Q3 202312
Waypoint Wealth Partners Inc. 12120.11%0.15%0.21%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.02%0.03%0.05%Q4 2020Q3 202312
True North Advisors, LLC 12120.41%0.69%1.02%Q4 2020Q3 202312
Northeast Financial Group, Inc. 12120.74%1.53%2.54%Q4 2020Q3 202312
ADIRONDACK RETIREMENT SPECIALISTS, INC. 12120.98%2.26%6.56%Q4 2020Q3 202312
WD RUTHERFORD LLC 12122.48%3.22%4.05%Q4 2020Q3 202312
Hemington Wealth Management 12120.11%0.20%0.29%Q4 2020Q3 202312
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12120.39%0.57%0.92%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12121.12%1.45%2.00%Q4 2020Q3 202312
Veery Capital, LLC 12120.19%0.22%0.26%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.24%0.32%0.38%Q4 2020Q3 202312
Financial Avengers, Inc. 12120.06%0.07%0.10%Q4 2020Q3 202312
Financial Network Wealth Management LLC 12120.76%0.88%1.01%Q4 2020Q3 202312
TD Securities (USA) LLC 12120.14%0.29%0.36%Q2 2013Q1 201612
Altshuler Shaham Ltd 1110.00%0.00%0.01%Q3 2019Q3 202212
Sabal Trust CO 810.01%0.02%0.03%Q1 2018Q3 202312
CWS Financial Advisors, LLC 840.13%0.17%0.24%Q3 2020Q3 202312
Stadion Money Management, LLC 12120.03%0.08%0.12%Q2 2013Q1 201612
GRATRY & Co LLC 1110.15%0.22%0.33%Q2 2013Q2 201712
Fortis Capital Management LLC 12120.22%0.54%1.01%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.03%0.06%0.09%Q4 2020Q3 202312
Marcus Capital, LLC 12122.20%3.15%4.10%Q4 2015Q3 201812
Triasima Portfolio Management inc. 12120.05%0.23%0.45%Q4 2020Q3 202312
Bridge Advisory, LLC 12120.22%0.29%0.34%Q4 2020Q3 202312
PartnerRe Asset Management CORP 12120.19%0.21%0.24%Q2 2013Q1 201612
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.07%0.13%0.22%Q4 2020Q3 202312
Apex Capital Management 12120.02%0.09%0.19%Q2 2013Q1 201612
Kalos Management, Inc. 1010.15%0.24%0.57%Q4 2015Q1 202312
REYNOLDS CAPITAL MANAGEMENT LLC 12120.57%1.72%4.40%Q2 2013Q1 201612
QUANTUM CAPITAL MANAGEMENT 12120.07%0.14%0.21%Q2 2013Q1 201612
Avenir Corp 1020.02%0.02%0.03%Q3 2020Q3 202312
MILES CAPITAL, INC. 750.12%0.26%0.54%Q3 2016Q1 202012
Hudson Value Partners, LLC 12121.63%2.03%2.34%Q4 2020Q3 202312
LANDAAS & CO /WI /ADV 910.08%0.11%0.14%Q3 2017Q3 202312
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 810.02%0.04%0.06%Q2 2017Q3 202312
PERSONAL CFO SOLUTIONS, LLC 1110.05%0.09%0.11%Q1 2020Q3 202312
MCKINLEY CAPITAL MANAGEMENT LLC 840.02%0.86%1.28%Q2 2013Q3 202312
Ten Capital Wealth Advisors, LLC 12120.12%0.18%0.30%Q3 2020Q2 202312
KWB Wealth 12120.07%0.16%0.18%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12121.69%2.20%2.50%Q4 2020Q3 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.23%0.52%0.77%Q4 2019Q3 202312
LCM Capital Management Inc 12120.50%0.70%0.85%Q4 2020Q3 202312
HIGH POINT BANK & TRUST CO 12120.01%0.01%0.02%Q1 2014Q4 201612
Retirement Solution Inc. 12120.08%0.30%0.49%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.02%0.26%0.42%Q4 2016Q3 201912
One Day In July LLC 12120.05%0.08%0.11%Q4 2020Q3 202312
Oxler Private Wealth LLC 12120.60%0.82%1.03%Q4 2020Q3 202312
One Charles Private Wealth Services, LLC 1020.14%0.34%0.45%Q2 2020Q3 202312
Elkfork Partners LLC 12120.03%0.35%0.57%Q4 2016Q3 201912
Orion Capital Management LLC 12120.60%0.78%0.94%Q4 2020Q3 202312
Capital Advisors Wealth Management, LLC 11110.00%0.55%0.75%Q1 2021Q3 202312
Clearview Wealth Advisors LLC 12120.45%0.69%0.95%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.03%0.34%0.56%Q4 2016Q3 201912
Colonial River Wealth Management, LLC 12120.22%0.62%1.56%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.02%0.23%0.38%Q4 2016Q3 201912
Safeguard Investment Advisory Group, LLC 12120.21%0.34%0.66%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.27%0.31%0.38%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.75%0.98%1.24%Q4 2020Q3 202312
Rodgers & Associates, LTD 12120.03%0.04%0.04%Q4 2020Q3 202312
IAG Wealth Partners, LLC 12120.01%0.03%0.05%Q4 2020Q3 202312
Varma Mutual Pension Insurance Co 12120.02%0.04%0.07%Q4 2020Q3 202312
Synergy Asset Management, LLC 12120.32%0.76%2.31%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.18%0.29%0.44%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12121.07%1.33%1.52%Q4 2020Q3 202312
Red Wave Investments LLC 12120.35%0.48%0.72%Q4 2020Q3 202312
Tamar Securities, LLC 1110.09%0.23%0.29%Q2 2020Q3 202312
NORTHSTAR WEALTH PARTNERS LLC 12120.21%0.60%0.78%Q4 2017Q3 202012
Vancity Investment Management Ltd 12122.40%2.71%2.97%Q4 2020Q3 202312
CATALYST PRIVATE WEALTH, LLC 930.09%0.24%0.36%Q3 2020Q4 202312
Capital Planning LLC 12120.46%0.58%0.74%Q4 2020Q3 202312
Epstein & White Financial LLC 1010.10%0.12%0.15%Q1 2018Q2 202112
TruWealth Advisors, LLC 12121.53%1.88%2.23%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Curated Wealth Partners LLC 12120.05%0.11%0.20%Q4 2020Q3 202312
Tacita Capital Inc 12120.08%0.11%0.15%Q4 2020Q3 202312
Clarity Financial LLC 12120.56%1.78%3.40%Q4 2020Q3 202312
Spectrum Wealth Advisory Group, LLC 1020.24%0.29%0.37%Q3 2020Q3 202312
Aevitas Wealth Management, Inc. 660.05%0.11%0.17%Q4 2017Q4 202212
Golden State Wealth Management, LLC 930.30%0.43%0.55%Q1 2019Q1 202212
Joseph P. Lucia & Associates, LLC 620.00%0.01%0.02%Q1 2019Q2 202212
CALIBER WEALTH MANAGEMENT, LLC 12121.18%1.64%2.12%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 12120.13%0.25%0.38%Q4 2020Q3 202312
Live Oak Private Wealth LLC 1020.05%0.08%0.12%Q3 2020Q3 202312
Chesapeake Wealth Management 410.07%0.13%0.32%Q3 2018Q3 202312
Lucia Wealth Services, LLC 12120.00%0.22%0.57%Q4 2017Q3 202012
Kercheville Advisors, LLC 12122.86%4.02%6.33%Q4 2020Q3 202312
Golden Green, Inc. 12120.49%0.79%1.32%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.05%0.12%0.32%Q4 2018Q3 202112
GPS Wealth Strategies Group, LLC 930.84%1.00%1.18%Q3 2020Q3 202312
Gladstone Institutional Advisory LLC 1110.05%0.29%0.51%Q1 2020Q3 202312
Centerpoint Advisors, LLC 1010.01%0.31%0.45%Q2 2020Q3 202312
Palumbo Wealth Management LLC 12120.42%0.66%1.52%Q4 2020Q3 202312
MONECO Advisors, LLC 12120.19%0.29%0.41%Q4 2020Q3 202312
CRA Financial Services, LLC 12120.09%0.18%0.23%Q4 2020Q3 202312
Silicon Hills Wealth Management, LLC 1110.02%0.22%0.27%Q4 2019Q2 202312
Main Street Financial Solutions, LLC 12120.09%0.27%0.54%Q4 2020Q3 202312
John W. Brooker & Co., CPAs 12120.02%0.03%0.03%Q4 2019Q3 202212
Landsberg, Bennett, & Dubbaneh LLC 12120.16%0.73%1.01%Q4 2018Q3 202112
Elo Mutual Pension Insurance Co 12120.37%0.51%0.65%Q4 2020Q3 202312
Compton Wealth Advisory Group, LLC 12120.26%0.40%0.53%Q4 2020Q3 202312
Maryland State Retirement & Pension System 12120.38%0.53%1.35%Q4 2020Q3 202312
Alera Investment Advisors, LLC 1020.06%0.15%0.30%Q4 2018Q3 202312
Carnick & Kubik, LLC 12120.54%1.08%1.52%Q2 2013Q1 201612
Wealth Management Partners, LLC 12120.55%0.81%1.08%Q4 2020Q3 202312
Smith Anglin Financial, LLC 12120.08%0.12%0.20%Q4 2020Q3 202312
Gilman Hill Asset Management, LLC 12120.05%0.06%0.08%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.15%0.22%0.30%Q4 2020Q3 202312
Bayesian Capital Management, LP 310.10%0.65%1.50%Q2 2016Q3 202311
Krane Funds Advisors LLC 740.00%0.02%0.04%Q2 2019Q2 202211
Pachira Investments Inc. 1010.14%0.76%2.04%Q3 2020Q3 202311
SpiderRock Advisors, LLC 720.01%0.36%1.08%Q2 2017Q3 202311
SMITH, MOORE & CO. 920.03%0.06%0.11%Q2 2020Q3 202311
NICOLET ADVISORY SERVICES, LLC 920.03%0.08%0.17%Q1 2020Q3 202311
Merrion Investment Management Co, LLC 920.17%0.26%0.34%Q4 2020Q3 202311
Sleep, Zakaria & CO Ltd. 111113.20%15.23%16.64%Q3 2011Q1 201411
U S GLOBAL INVESTORS INC 810.06%0.10%0.20%Q4 2015Q4 202211
Loveless Wealth Management LLC 11110.77%0.99%1.26%Q4 2019Q2 202211
BAR HARBOR TRUST SERVICES 11110.00%0.28%0.39%Q4 2019Q2 202211
WFA of San Diego, LLC 1010.16%0.53%1.22%Q2 2020Q3 202311
CANANDAIGUA NATIONAL CORP 11110.08%0.11%0.15%Q2 2020Q4 202211
Bell & Brown Wealth Advisors, LLC 830.18%1.28%1.88%Q1 2020Q2 202311
MAVERICK CAPITAL LTD 410.00%0.08%0.37%Q1 2015Q2 202311
Journey Advisory Group, LLC 11110.10%0.50%0.80%Q1 2021Q3 202311
Delta Accumulation, LLC 330.29%4.64%13.06%Q4 2021Q3 202311
Xact Kapitalforvaltning AB 11110.32%0.37%0.52%Q3 2016Q1 201911
Jump Financial, LLC 830.02%0.09%0.30%Q4 2020Q3 202311
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.38%0.91%2.19%Q4 2019Q2 202211
Callahan Advisors, LLC 11110.03%0.04%0.05%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.28%0.58%0.82%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.04%0.05%0.06%Q4 2018Q2 202111
Baugh & Associates, LLC 11112.76%3.58%4.14%Q1 2021Q3 202311
Phoenix Wealth Advisors 650.32%0.42%0.63%Q4 2020Q3 202311
MCDANIEL TERRY & CO 1010.02%0.03%0.07%Q2 2016Q3 202311
Paragon Wealth Strategies, LLC 11110.06%0.14%0.28%Q2 2021Q4 202311
Pallas Capital Advisors LLC 11110.22%0.60%0.96%Q1 2021Q3 202311
Capstone Triton Financial Group, LLC 740.25%1.21%1.98%Q4 2020Q3 202311
Sciencast Management LP 310.10%0.49%0.92%Q1 2017Q2 202311
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.01%Q2 2013Q4 201511
NFJ INVESTMENT GROUP, LLC 11110.12%0.23%0.32%Q1 2021Q3 202311
OneAscent Wealth Management LLC 920.14%0.64%2.36%Q4 2020Q3 202311
HITE Hedge Asset Management LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
Investors Research Corp 740.00%0.01%0.02%Q1 2019Q3 202311
Beck Bode, LLC 810.01%0.75%1.95%Q3 2020Q3 202311
Trinity Legacy Partners, LLC 740.07%1.20%1.87%Q1 2020Q3 202311
Midwest Professional Planners, LTD. 1010.52%0.89%1.62%Q4 2020Q3 202311
Frisch Financial Group, Inc. 920.08%0.12%0.17%Q3 2020Q3 202311
HRT FINANCIAL LP 210.03%0.30%1.48%Q3 2016Q3 202311
CAXTON ASSOCIATES LP 210.01%0.18%1.21%Q3 2013Q2 202311
Nuveen Fund Advisors, LLC 11110.28%0.73%2.80%Q2 2016Q4 201811
Sage Mountain Advisors LLC 11110.04%0.09%0.17%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11112.37%3.10%3.72%Q1 2021Q3 202311
Ramsay, Stattman, Vela & Price, Inc. 1010.06%0.74%1.82%Q4 2020Q3 202311
Kensington Investment Counsel, LLC 830.16%0.25%0.45%Q4 2020Q3 202311
LINCOLN CAPITAL CORP 920.12%0.17%0.23%Q3 2020Q3 202311
WealthShield Partners, LLC 11110.03%0.06%0.19%Q1 2021Q3 202311
Blue Chip Wealth Management, Inc. 11110.52%0.96%1.25%Q1 2018Q3 202011
One River Asset Management, LLC 440.04%0.27%1.08%Q4 2022Q3 202311
Trinity Financial Advisors LLC 650.25%0.29%0.37%Q4 2020Q3 202311
Texan Capital Management 11110.86%1.48%2.52%Q2 2015Q4 201711
HARVEST VOLATILITY MANAGEMENT LLC 11110.00%1.07%1.95%Q4 2020Q2 202311
NORTHSTAR ASSET MANAGEMENT INC 11113.06%3.71%4.47%Q1 2021Q3 202311
Grant/GrossMendelsohn, LLC 920.24%0.58%0.94%Q4 2020Q3 202311
Activest Wealth Management 11110.02%0.09%0.18%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11114.57%6.22%7.16%Q1 2021Q3 202311
Fragasso Group Inc. 11110.03%0.04%0.06%Q2 2021Q4 202311
Hayden Royal, LLC 910.16%0.28%1.16%Q4 2018Q4 202111
ASPIRIANT HOLDINGS S3, LLC 11110.37%0.46%0.58%Q2 2013Q4 201511
ATHERTON LANE ADVISERS, LLC 11111.28%1.53%1.85%Q2 2013Q4 201511
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 920.09%0.57%2.12%Q4 2019Q3 202311
Alaethes Wealth LLC 11110.45%0.95%1.44%Q1 2021Q3 202311
Planned Solutions, Inc. 740.17%0.23%0.33%Q3 2020Q2 202311
Douglas C. Lane & Associates, Inc. 11110.02%0.03%0.04%Q2 2013Q4 201511
SHINE INVESTMENT ADVISORY SERVICES INC 11110.02%0.04%0.08%Q1 2018Q3 202011
MCDONALD PARTNERS LLC 740.22%0.33%0.44%Q4 2020Q3 202311
Bridgewater Wealth & Financial Management, LLC 11110.09%0.11%0.13%Q4 2014Q2 201711
ALGERT GLOBAL LLC 430.01%0.29%0.60%Q1 2020Q3 202311
Copperwynd Financial, LLC 810.15%0.62%1.76%Q3 2018Q3 202311
Russell Clark Investment Management Ltd 831.88%7.02%14.50%Q2 2013Q4 201611
Dunvegan Associates, Inc. 11110.24%0.36%0.50%Q2 2013Q4 201511
Principal Street Partners, LLC 11110.03%0.11%0.22%Q1 2021Q3 202311
44 WEALTH MANAGEMENT LLC 11111.36%1.75%2.09%Q4 2020Q2 202311
Roble, Belko & Company, Inc 510.00%0.00%0.01%Q1 2016Q3 202311
McClarren Financial Advisors, Inc. 650.00%0.01%0.03%Q4 2020Q3 202311
Marcum Wealth, LLC 11110.04%0.06%0.08%Q1 2021Q3 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.00%Q1 2018Q3 202011
Centric Wealth Management 1010.06%0.16%0.26%Q4 2020Q3 202311
Quantamental Technologies LLC 310.08%0.54%1.55%Q4 2018Q1 202311
OMERS ADMINISTRATION Corp 510.01%0.07%0.14%Q4 2014Q4 201911
Minot Wealth Management LLC 11110.86%1.15%1.54%Q4 2019Q2 202211
FIDGEON TIMOTHY F 11110.13%0.15%0.21%Q1 2013Q3 201511
TRUST CO OF VIRGINIA /VA 11110.02%0.28%0.79%Q1 2021Q3 202311
CEERA INVESTMENTS, LLC 11111.65%1.93%2.06%Q1 2021Q3 202311
FIRSTMERIT BANK N A TRUSTEE 11110.08%0.20%0.31%Q4 2013Q2 201611
Citizens National Bank Trust Department 11110.27%0.38%0.65%Q1 2021Q3 202311
ExodusPoint Capital Management, LP 410.01%0.13%0.31%Q2 2019Q2 202311
ROMAN BUTLER FULLERTON & CO 1010.12%0.28%0.66%Q4 2020Q3 202311
F3Logic, LLC 11110.02%0.18%0.26%Q2 2020Q4 202211
Better Money Decisions, LLC 11110.23%0.41%0.74%Q1 2021Q3 202311
MAZAMA CAPITAL MANAGEMENT INC 11110.13%0.51%0.91%Q2 2013Q4 201511
Mount Yale Investment Advisors, LLC 510.01%0.05%0.09%Q1 2018Q3 202311
Leverage Partners Absolute Return Fund SPC 650.34%3.09%15.31%Q4 2020Q3 202311
Regency Capital Management Inc.\DE 11114.98%7.76%11.00%Q1 2021Q3 202311
FRONTIER INVESTMENT MGMT CO 510.01%0.12%0.24%Q2 2013Q2 202011
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.84%1.30%1.80%Q2 2013Q4 201511
Quantitative Systematic Strategies LLC 310.08%0.35%0.63%Q3 2014Q1 202011
Eisler Capital (UK) Ltd. 550.01%0.34%1.18%Q3 2022Q3 202311
Peloton Wealth Strategists 11110.12%0.23%0.61%Q1 2021Q3 202311
Elefante Mark B 11110.97%1.32%1.68%Q4 2017Q2 202011
JSF Financial, LLC 11110.30%0.44%0.98%Q1 2021Q3 202311
Strategic Wealth Management Group, LLC 11110.15%0.18%0.20%Q4 2018Q2 202111
SUMMIT FINANCIAL GROUP, INC. 920.08%0.09%0.11%Q3 2020Q3 202311
Aft, Forsyth & Sober, LLC 11110.01%0.01%0.01%Q2 2013Q4 201511
Willis Johnson & Associates, Inc. 11110.02%0.04%0.05%Q4 2020Q2 202311
GPM Growth Investors, Inc. 11112.37%3.65%4.28%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.03%0.04%0.06%Q1 2021Q3 202311
Gitterman Wealth Management, LLC 11110.14%0.24%0.36%Q1 2021Q3 202311
Adalta Capital Management LLC 11110.06%0.07%0.10%Q1 2021Q3 202311
Twin Lakes Capital Management, LLC 11110.15%0.23%0.30%Q1 2021Q3 202311
GSB Wealth Management, LLC 11110.60%0.79%1.05%Q1 2021Q3 202311
Connectus Wealth, LLC 11110.05%1.04%2.00%Q1 2021Q3 202311
Lantz Financial LLC 1010.10%0.13%0.16%Q3 2020Q3 202311
Beta Wealth Group, Inc. 11110.24%0.28%0.32%Q1 2021Q3 202311
CMG Global Holdings, LLC 11110.36%0.40%0.44%Q1 2021Q3 202311
AlphaCrest Capital Management LLC 810.04%0.30%1.03%Q4 2018Q3 202211
GoalVest Advisory LLC 830.05%0.35%0.70%Q4 2020Q4 202311
Ohio National Investments, Inc. 11110.51%0.56%0.62%Q2 2013Q4 201511
CHILDRESS CAPITAL ADVISORS, LLC 1010.12%0.23%0.31%Q4 2020Q3 202311
Wealthquest Corp 1010.03%0.04%0.08%Q2 2019Q3 202311
B&D White Capital Company, LLC 910.09%0.21%0.66%Q4 2020Q3 202311
BENEDICT FINANCIAL ADVISORS INC 11110.17%0.49%0.65%Q1 2021Q3 202311
Wambolt & Associates, LLC 11110.11%0.57%1.25%Q1 2021Q3 202311
Atlas Private Wealth Advisors 650.04%0.10%0.21%Q2 2020Q3 202311
OPSEU Pension Plan Trust Fund 11110.43%0.72%1.04%Q1 2020Q3 202211
Spire Wealth Management 11110.65%0.84%1.02%Q1 2021Q3 202311
Brookmont Capital Management 11110.11%0.21%0.31%Q3 2017Q1 202011
Diligent Investors, LLC 830.06%0.10%0.15%Q4 2017Q3 202311
Strategic Investment Advisors / MI 11110.08%0.10%0.11%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.19%0.23%0.27%Q4 2017Q2 202011
Navalign, LLC 11110.10%0.14%0.18%Q1 2021Q3 202311
Pinkerton Retirement Specialists, LLC 510.01%0.35%1.31%Q2 2016Q3 202211
RPG Investment Advisory, LLC 11110.42%0.88%2.21%Q4 2015Q2 201811
Cito Capital Group, LLC 11110.29%0.39%0.46%Q1 2021Q3 202311
Addison Advisors LLC 1010.03%0.05%0.09%Q4 2020Q3 202311
Werlinich Asset Management, LLC 11111.27%1.61%1.81%Q1 2021Q3 202311
MACROVIEW INVESTMENT MANAGEMENT LLC 610.00%0.01%0.03%Q3 2013Q3 202310
WINSLOW ASSET MANAGEMENT INC 10100.04%0.07%0.09%Q2 2021Q3 202310
Canal Capital Management, LLC 10100.06%0.07%0.08%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.01%0.08%0.68%Q4 2020Q1 202310
RIDGECREST WEALTH PARTNERS, LLC 10100.13%0.40%0.59%Q2 2021Q3 202310
Lion Street Advisors, LLC 910.04%2.07%2.98%Q1 2020Q3 202310
Edgemoor Investment Advisors, Inc. 10100.02%0.04%0.04%Q2 2021Q3 202310
PagnatoKarp Partners LLC 770.02%0.07%0.14%Q3 2018Q1 202010
Index Management Solutions, LLC 10100.00%0.02%0.04%Q2 2013Q3 201510
Stonehearth Capital Management, LLC 10100.11%0.13%0.14%Q3 2021Q4 202310
Quantinno Capital Management LP 810.19%0.37%0.61%Q1 2020Q3 202310
MID CONTINENT CAPITAL LLC/IL 10101.54%1.77%2.18%Q2 2013Q3 201510
Cavalier Investments, LLC 640.26%0.61%1.21%Q2 2019Q4 202210
Deseret Mutual Benefit Administrators 10100.19%0.37%0.48%Q2 2021Q3 202310
Parkside Investments, LLC 310.02%0.11%0.29%Q3 2017Q3 202310
Olympiad Research LP 10100.14%0.40%0.76%Q2 2020Q3 202210
Amundi 10100.30%0.43%0.57%Q2 2021Q3 202310
Madison Wealth Partners, Inc 10100.24%0.33%0.40%Q2 2021Q3 202310
Warther Private Wealth, LLC 10100.36%0.87%1.34%Q2 2021Q3 202310
HERMES INVESTMENT MANAGEMENT LTD 710.00%0.01%0.02%Q2 2013Q3 201710
BKS ADVISORS, LLC 10100.08%0.37%0.75%Q2 2016Q3 201810
FINANCIAL MANAGEMENT NETWORK INC 520.97%1.07%1.24%Q4 2020Q3 202310
Bank of New Hampshire 10100.92%0.98%1.11%Q2 2021Q3 202310
KFA Private Wealth Group, LLC 10100.10%0.13%0.16%Q2 2021Q3 202310
LBMC INVESTMENT ADVISORS, LLC 10100.04%0.06%0.07%Q2 2021Q3 202310
Cordatus Wealth Management LLC 420.09%0.88%2.05%Q4 2019Q3 202310
Clear Perspectives Financial Planning, LLC 10100.01%0.01%0.02%Q4 2020Q1 202310
AllSquare Wealth Management LLC 640.00%0.01%0.03%Q4 2014Q2 202310
JTC Employer Solutions Trustee Ltd 10100.03%2.10%3.12%Q2 2021Q3 202310
PSI Advisors, LLC 910.02%0.03%0.08%Q4 2019Q3 202310
Numeric Investors LLC 620.00%0.05%0.26%Q3 2013Q4 201710
PRIVATE CAPITAL MANAGEMENT LLC 410.07%0.10%0.17%Q2 2019Q3 202310
Octavia Wealth Advisors, LLC 10100.06%0.09%0.13%Q2 2021Q3 202310
Border to Coast Pensions Partnership Ltd 10100.81%0.94%1.17%Q2 2021Q3 202310
Lumature Wealth Partners, LLC 10100.31%0.46%0.62%Q1 2021Q2 202310
Foster Group, Inc. 10100.02%0.03%0.03%Q2 2021Q3 202310
Accel Wealth Management 10100.08%0.12%0.18%Q4 2020Q1 202310
Orin Green Financial, LLC 10100.14%0.19%0.25%Q2 2021Q3 202310
Union Bancaire Privee Asset Management LLC 10102.08%2.40%2.85%Q4 2018Q1 202110
Forward Management, LLC 510.00%0.05%0.13%Q4 2013Q3 201810
HFR Wealth Management, LLC 10102.58%3.07%3.76%Q2 2021Q3 202310
Cherry Creek Investment Advisors, Inc. 10101.11%1.71%2.14%Q2 2021Q3 202310
Bedell Frazier Investment Counselling, LLC 10100.11%0.31%1.26%Q2 2021Q3 202310
Southeast Asset Advisors Inc. 10100.03%0.13%0.22%Q2 2021Q3 202310
ACAS, LLC 641.40%1.81%2.11%Q1 2021Q3 202310
CITY NATIONAL BANK 10100.58%0.69%1.01%Q2 2013Q3 201510
Delos Wealth Advisors, LLC 10100.01%0.10%0.31%Q2 2021Q3 202310
Barber Financial Group, Inc. 820.04%0.10%0.18%Q2 2020Q1 202310
Taylor Hoffman Wealth Management 910.02%0.03%0.03%Q4 2017Q2 202010
Gradient Capital Advisors, LLC 10100.10%0.12%0.14%Q2 2021Q3 202310
SMITH HAYES Advisers, Inc 910.14%0.21%0.29%Q2 2013Q1 201610
ATLANTIC INVESTMENT Co 10100.34%0.82%1.90%Q2 2013Q3 201510
Wagner Wealth Management, LLC 420.05%0.10%0.17%Q4 2017Q3 202210
Stordahl Capital Management, Inc. 10100.07%0.09%0.12%Q2 2021Q3 202310
Spouting Rock Asset Management, LLC 640.58%1.11%2.30%Q3 2020Q3 202310
Benedetti & Gucer, Inc. 911.19%1.40%1.65%Q1 2021Q3 202310
Trust CO of the Ozarks 10100.30%0.38%0.47%Q2 2013Q3 201510
ARGENT TRUST Co 10100.24%0.27%0.31%Q4 2015Q1 201810
Legacy Capital Partners, Inc. 10100.09%0.28%0.45%Q4 2019Q1 202210
KB FINANCIAL PARTNERS, LLC 820.00%0.03%0.05%Q1 2021Q3 202310
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC 10101.07%1.25%1.39%Q2 2013Q3 201510
E Fund Management Co., Ltd. 910.10%0.17%0.24%Q1 2021Q3 202310
Americana Partners, LLC 910.01%0.47%0.76%Q4 2019Q3 202310
OSTERWEIS CAPITAL MANAGEMENT INC 10100.02%0.03%0.03%Q2 2021Q3 202310
Independent Wealth Network Inc. 990.04%0.26%0.37%Q3 2021Q3 202310
Eagle Bay Advisors LLC 10100.11%0.14%0.18%Q2 2021Q3 202310
BANK PICTET & CIE (ASIA) LTD 810.11%0.65%2.82%Q1 2015Q3 201810
Human Investing LLC 10100.00%0.01%0.01%Q4 2018Q1 202110
BRINKER CAPITAL INC 620.01%0.02%0.03%Q4 2016Q2 202010
Portland Global Advisors LLC 910.04%0.05%0.11%Q1 2015Q3 202310
West Financial Advisors, LLC 820.01%0.01%0.03%Q4 2020Q3 202310
Graypoint LLC 10100.03%0.07%0.12%Q2 2021Q3 202310
Opes Wealth Management LLC 820.13%0.14%0.17%Q3 2019Q1 202210
Rollins Financial 820.13%0.19%0.22%Q1 2021Q3 202310
Cordasco Financial Network 640.02%0.03%0.05%Q4 2019Q2 202210
Gideon Capital Advisors, Inc. 310.11%0.39%0.72%Q4 2013Q3 201910
M. Kraus & Co 10100.09%0.14%0.16%Q2 2021Q3 202310
Kathmere Capital Management, LLC 710.02%0.12%0.20%Q3 2020Q3 202310
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 730.01%0.06%0.18%Q4 2015Q3 201810
Arabesque Asset Management Ltd 820.09%0.89%2.77%Q4 2019Q3 202210
VisionPoint Advisory Group, LLC 910.12%0.14%0.18%Q4 2018Q3 202310
Asio Capital, LLC 810.06%0.08%0.10%Q4 2019Q3 202310
HOWARD HUGHES MEDICAL INSTITUTE 10100.48%0.94%2.11%Q3 2017Q4 201910
Old Port Advisors 910.09%0.14%0.17%Q1 2021Q3 202310
RED CEDAR INVESTMENT MANAGEMENT, LLC 730.05%0.12%0.15%Q2 2020Q3 202310
Total Clarity Wealth Management, Inc. 610.05%0.12%0.21%Q4 2019Q3 202310
West Family Investments, Inc. 10100.21%0.33%0.39%Q2 2021Q3 202310
Summit Financial, LLC 10100.05%0.28%0.78%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.07%0.15%0.21%Q4 2020Q3 202310
Prentice Wealth Management LLC 730.06%0.21%0.44%Q1 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.09%0.18%0.26%Q1 2021Q3 202310
Tempus Wealth Planning, LLC 10100.29%0.40%0.60%Q2 2021Q3 202310
Kozak & Associates, Inc. 910.47%1.01%2.39%Q4 2020Q3 202310
Westshore Wealth, LLC 10100.12%0.25%0.34%Q1 2021Q2 202310
LFA - Lugano Financial Advisors SA 510.01%0.03%0.05%Q2 2018Q2 202310
ARGENTIERE CAPITAL AG 660.10%1.10%4.33%Q1 2016Q2 201710
VERITY Wealth Advisors 10100.20%0.24%0.28%Q3 2021Q4 202310
Euclid Advisors LLC 510.04%0.21%0.47%Q2 2013Q2 201610
Liontrust Investment Partners LLP 910.14%0.33%0.40%Q4 2020Q3 202310
Bridgeworth, LLC 910.02%0.05%0.07%Q2 2018Q3 202310
FOSTER & MOTLEY INC 10100.02%0.03%0.03%Q2 2021Q3 202310
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.30%0.38%0.56%Q4 2017Q1 202010
Omnia Family Wealth, LLC 10100.04%0.04%0.05%Q4 2016Q1 201910
Syverson Strege & Co 10100.03%0.05%0.10%Q4 2020Q1 202310
JUPITER ASSET MANAGEMENT LTD 10100.01%0.03%0.14%Q2 2020Q3 202210
Independence Advisors, LLC 10100.07%0.08%0.10%Q2 2018Q3 202010
FAIRFIELD, BUSH & CO. 520.02%0.09%0.14%Q2 2013Q3 202310
Apella Capital, LLC 730.05%0.11%0.22%Q2 2021Q4 202310
Hefty Wealth Partners 10100.00%0.09%0.89%Q4 2015Q1 201810
CHATHAM CAPITAL GROUP, INC. 10100.05%0.06%0.07%Q2 2021Q3 202310
Baldrige Asset Management LLC 810.10%0.12%0.14%Q4 2020Q1 20239
Single Point Partners, LLC 520.06%0.20%0.66%Q4 2020Q2 20239
JACKSON PARK CAPITAL, LLC 992.14%2.99%4.50%Q4 2014Q4 20169
Five Oceans Advisors 990.41%0.53%0.60%Q3 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.04%0.07%0.10%Q3 2021Q3 20239
FRIESS ASSOCIATES LLC 521.22%1.55%2.18%Q2 2014Q1 20209
MIRABELLA FINANCIAL SERVICES LLP 310.03%0.54%3.00%Q4 2019Q3 20239
BAKER BOYER NATIONAL BANK 810.63%0.90%1.10%Q2 2021Q3 20239
Core Alternative Capital 990.01%0.02%0.04%Q3 2021Q3 20239
Cerro Pacific Wealth Advisors LLC 811.75%2.23%2.56%Q4 2020Q1 20239
Centennial Wealth Advisory LLC 610.12%0.17%0.44%Q4 2020Q3 20239
SEARLE & CO. 630.03%0.28%0.51%Q4 2014Q3 20239
Onyx Bridge Wealth Group LLC 990.08%0.12%0.16%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.44%0.57%0.76%Q4 2021Q4 20239
Danda Trouve Investment Management, Inc. 990.06%0.82%1.22%Q4 2019Q4 20219
STONNINGTON GROUP, LLC 991.82%2.27%3.00%Q1 2021Q1 20239
ASSET MANAGEMENT CORP /IL/ /ADV 990.18%0.25%0.34%Q4 2019Q4 20219
Northstar Advisory Group, LLC 510.20%0.33%0.64%Q4 2020Q3 20239
Crosspoint Capital Strategies, LLC 990.00%0.12%0.52%Q4 2013Q4 20159
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 542.18%2.94%3.38%Q2 2021Q3 20239
MBL Wealth, LLC 720.10%0.12%0.16%Q4 2020Q3 20239
Kerntke Otto McGlone Wealth Management Group 720.10%0.23%0.52%Q4 2019Q1 20229
Hendershot Investments Inc. 990.04%0.06%0.07%Q3 2021Q3 20239
Financial Sense Advisors, Inc. 410.09%1.45%3.41%Q2 2013Q1 20229
Capital Group Private Client Services, Inc. 990.21%0.54%0.84%Q3 2021Q3 20239
AlphaStar Capital Management, LLC 990.02%0.16%0.30%Q3 2021Q3 20239
CFO4Life Group, LLC 990.06%0.08%0.12%Q3 2021Q3 20239
State of Wyoming 610.01%0.12%0.29%Q1 2021Q3 20239
Pacific Wealth Strategies Group, Inc. 720.16%0.56%1.59%Q4 2016Q1 20229
Lowell Blake & Associates Inc. 990.11%0.20%0.27%Q3 2021Q3 20239
Golden State Equity Partners 630.30%0.51%0.93%Q4 2020Q3 20239
CAHABA WEALTH MANAGEMENT, INC. 990.06%0.07%0.09%Q3 2021Q3 20239
NTV ASSET MANAGEMENT LLC 720.05%0.17%0.59%Q2 2020Q3 20239
Point72 Middle East FZE 440.02%0.12%0.38%Q4 2022Q3 20239
Badgley Phelps Wealth Managers, LLC 991.26%1.48%1.60%Q3 2021Q3 20239
Oder Investment Management, LLC 810.28%0.37%0.75%Q4 2020Q3 20239
Geller Advisors LLC 990.04%0.08%0.16%Q3 2021Q3 20239
Covea Finance 992.22%3.66%6.21%Q4 2021Q4 20239
LifePro Asset Management 720.15%0.59%3.12%Q4 2020Q1 20239
Sandbox Financial Partners, LLC 990.15%0.19%0.23%Q3 2021Q3 20239
Teza Capital Management LLC 310.09%0.57%1.16%Q4 2017Q3 20239
H&H Retirement Design & Management INC 420.13%0.15%0.18%Q1 2021Q3 20239
Unified Trust Company, N.A. 991.25%1.81%2.17%Q3 2019Q3 20219
Elgethun Capital Management 810.01%0.06%0.07%Q4 2016Q3 20239
Falcon Wealth Planning 990.08%0.11%0.15%Q3 2021Q3 20239
Professional Financial Advisors, LLC 990.03%0.04%0.05%Q3 2020Q3 20229
GOODWIN DANIEL L 990.14%0.27%0.44%Q3 2021Q3 20239
Renasant Bank 810.14%0.26%0.34%Q4 2020Q3 20239
MAGNOLIA CAPITAL MANAGEMENT LTD 990.39%0.47%0.55%Q3 2021Q3 20239
626 Financial, LLC 810.19%0.23%0.27%Q1 2021Q3 20239
Blossom Wealth Management 991.26%1.36%1.53%Q3 2021Q3 20239
GILDER GAGNON HOWE & CO LLC 630.00%0.05%0.09%Q4 2016Q3 20239
CI Global Investments Inc. 510.00%0.13%0.47%Q2 2013Q4 20179
GRIES FINANCIAL LLC 990.11%0.17%0.26%Q3 2021Q3 20239
Roof Eidam Maycock Peralta, LLC 990.28%0.48%0.64%Q1 2020Q1 20229
Jolley Asset Management, LLC 990.00%0.00%0.01%Q2 2016Q2 20189
ELEFANTE MICHAEL B 990.17%0.22%0.41%Q4 2012Q4 20149
Magnetar Financial LLC 310.00%0.02%0.04%Q2 2015Q4 20219
CORNERCAP INVESTMENT COUNSEL INC 990.02%0.04%0.05%Q2 2021Q2 20239
Vickerman Investment Advisors, Inc. 990.36%1.09%1.52%Q3 2021Q3 20239
Virtus ETF Advisers LLC 610.00%0.26%0.49%Q3 2018Q3 20239
Castleview Partners, LLC 810.00%0.05%0.06%Q2 2021Q3 20239
J. L. Bainbridge & Co., Inc. 990.02%0.03%0.04%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.12%0.22%0.58%Q4 2019Q3 20239
Integrated Wealth Management 990.21%0.28%0.36%Q1 2015Q1 20179
TFO Wealth Partners, LLC 410.00%0.06%0.22%Q4 2019Q3 20239
Sompo Asset Management Co., Ltd. 990.05%0.13%0.22%Q3 2021Q3 20239
Zweig-DiMenna Associates LLC 320.02%0.39%0.91%Q2 2013Q4 20209
GREEN VALLEY INVESTORS LLC 991.46%1.79%2.22%Q3 2017Q3 20199
Investment Research & Advisory Group, Inc. 810.06%0.98%1.42%Q4 2019Q3 20239
Graham Capital Management, L.P. 420.01%0.08%0.24%Q2 2014Q3 20239
Tillar-Wenstrup Advisors, LLC 540.17%0.94%2.09%Q4 2013Q4 20229
TIVERTON ASSET MANAGEMENT LLC 990.47%0.66%0.83%Q3 2017Q3 20199
Advisor Resource Council 810.04%0.16%0.26%Q2 2021Q3 20239
Price Wealth, LLC 630.00%0.00%0.01%Q4 2017Q3 20209
Agate Pass Investment Management, LLC 990.87%0.98%1.14%Q4 2021Q4 20239
Jackson Wealth Management, LLC 520.36%1.01%1.95%Q1 2021Q3 20239
Kowal Investment Group, LLC 990.04%0.10%0.13%Q3 2021Q3 20239
Pantheon Investment Group, LLC 990.43%0.77%0.94%Q4 2019Q4 20219
Heartland Bank & Trust Co 420.41%1.05%1.51%Q4 2020Q3 20239
Sterling Global Strategies LLC 510.04%13.91%21.45%Q1 2015Q4 20189
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 410.01%0.20%0.42%Q2 2013Q4 20199
GLOBEFLEX CAPITAL L P 720.00%0.00%0.00%Q2 2013Q4 20209
WAFRA INC. 630.44%0.97%1.75%Q2 2013Q2 20179
Berkeley Capital Partners, LLC 990.12%0.13%0.15%Q3 2021Q3 20239
J.Safra Asset Management Corp 720.00%0.02%0.04%Q2 2016Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 990.35%0.90%1.87%Q4 2019Q4 20219
ERn Financial, LLC 990.06%0.18%0.26%Q3 2021Q3 20239
Daiwa SB Investments Ltd. 990.14%0.19%0.28%Q1 2017Q1 20199
Greenwich Wealth Management LLC 990.05%0.07%0.10%Q3 2021Q3 20239
Ayalon Insurance Comp Ltd. 990.06%0.27%0.82%Q1 2020Q1 20229
Roberts Wealth Advisors, LLC 991.02%1.29%1.45%Q3 2021Q3 20239
Perpetual Investment Management Ltd 990.04%0.05%0.06%Q4 2020Q4 20229
Truepoint, Inc. 810.02%0.02%0.02%Q4 2020Q3 20239
Hikari Power Ltd 990.06%0.09%0.12%Q1 2014Q1 20169
Poplar Forest Capital LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Ironsides Asset Advisors, LLC 720.09%0.12%0.15%Q4 2020Q3 20239
LEO BROKERAGE, LLC 520.27%0.36%0.51%Q3 2020Q2 20239
Newman Dignan & Sheerar, Inc. 990.04%0.08%0.11%Q3 2021Q3 20239
Tuttle Capital Management, LLC 310.08%0.57%1.00%Q2 2017Q3 20219
ARS Wealth Advisors Group, LLC 990.10%0.13%0.19%Q3 2021Q3 20239
Inscription Capital, LLC 810.04%0.11%0.26%Q2 2021Q3 20239
Insight Folios Inc 990.15%0.20%0.26%Q3 2021Q3 20239
Berkshire Bank 990.05%0.15%0.21%Q3 2021Q3 20239
MAGNOLIA CAPITAL ADVISORS LLC 990.10%0.22%0.38%Q3 2021Q3 20239
Wallace Capital Management Inc. 990.09%0.12%0.16%Q2 2013Q2 20159
Lenox Wealth Management, Inc. 990.00%0.03%0.07%Q2 2018Q2 20209
Core Wealth Advisors, Inc. 630.01%0.07%0.14%Q3 2020Q3 20239
QUANTRES ASSET MANAGEMENT Ltd 210.20%0.70%2.09%Q1 2014Q4 20189
McBroom & Associates, LLC 995.16%5.73%6.48%Q4 2021Q4 20239
Ranch Capital Advisors Inc. 990.06%0.11%0.24%Q3 2019Q3 20219
Northwest Bancshares, Inc. 720.06%0.07%0.09%Q3 2019Q2 20229
GARNET EQUITY CAPITAL HOLDINGS, INC. 991.28%3.82%7.37%Q4 2013Q4 20159
Essex LLC 990.12%0.15%0.16%Q3 2021Q3 20239
ELLINGTON MANAGEMENT GROUP LLC 720.06%0.20%0.60%Q3 2016Q4 20189
CAMPBELL NEWMAN ASSET MANAGEMENT INC 990.02%0.03%0.03%Q3 2021Q3 20239
QCM Cayman, Ltd. 310.43%1.56%4.44%Q2 2017Q4 20229
SAMLYN CAPITAL, LLC 410.02%0.16%0.42%Q4 2016Q2 20219
DRW Securities, LLC 510.01%0.03%0.12%Q4 2017Q1 20239
Bredin Investment LLC 990.75%0.99%1.24%Q4 2017Q4 20199
INTERACTIVE FINANCIAL ADVISORS, INC. 990.03%0.05%0.06%Q4 2020Q4 20229
JB Capital LLC 990.03%0.04%0.05%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.42%0.46%0.52%Q3 2021Q3 20239
WC Walker & Associates, Inc. 990.12%0.19%0.30%Q4 2020Q4 20229
Everhart Financial Group, Inc. 990.27%0.42%0.51%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.21%0.28%0.35%Q2 2013Q2 20159
Psagot Value Holdings Ltd. / (Israel) 990.04%0.75%1.70%Q3 2021Q3 20239
IndexIQ Advisors LLC 990.09%0.12%0.18%Q1 2020Q1 20229
JACKSON SQUARE CAPITAL, LLC 420.00%0.40%1.24%Q4 2019Q3 20239
TLP GROUP LLC 420.00%0.14%0.38%Q4 2015Q3 20189
Herold Advisors, Inc. 990.28%0.76%1.15%Q3 2021Q3 20239
Squar Milner Financial Services LLC 720.10%0.22%0.27%Q4 2017Q1 20209
Hudson Bay Capital Management LP 410.02%0.33%1.31%Q1 2017Q2 20239
Allen Investment Management, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Precision Wealth Strategies, LLC 990.23%0.43%0.75%Q4 2020Q4 20229
Hoxton Financial, Inc. 630.01%0.02%0.06%Q2 2013Q1 20169
LOWE BROCKENBROUGH & CO INC 990.02%0.03%0.03%Q3 2021Q3 20239
DAGCO, INC. 990.09%0.14%0.27%Q3 2021Q3 20239
Guardian Financial Partners, LLC 880.59%1.00%2.46%Q4 2021Q3 20238
ADE, LLC 880.33%0.43%0.53%Q4 2021Q3 20238
PGIM Custom Harvest LLC 440.01%0.01%0.03%Q4 2020Q3 20238
Alterity Financial Group, LLC 611.72%2.21%2.71%Q1 2021Q3 20238
Lebenthal Global Advisors, LLC 710.03%0.20%0.27%Q4 2020Q2 20238
M. Kulyk & Associates, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Johnson Bixby & Associates, LLC 880.06%0.06%0.07%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.01%0.02%Q4 2020Q4 20228
ARBOR CAPITAL MANAGEMENT INC /ADV 881.25%1.43%1.60%Q4 2021Q3 20238
PUZO MICHAEL J 440.11%0.12%0.14%Q1 2015Q3 20178
DILLON & ASSOCIATES INC 880.04%0.21%0.70%Q4 2021Q3 20238
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 880.10%0.12%0.15%Q2 2013Q1 20158
CARLSON CAPITAL L P 310.07%0.16%0.32%Q4 2013Q1 20208
Brookfield Asset Management 510.00%0.02%0.04%Q3 2020Q2 20238
BAINCO INTERNATIONAL INVESTORS 620.68%0.75%0.84%Q3 2013Q4 20208
RS INVESTMENT MANAGEMENT CO LLC 710.03%0.04%0.06%Q2 2013Q2 20168
WULFF, HANSEN & CO. 880.33%0.37%0.44%Q4 2021Q3 20238
Baillie Gifford 880.00%0.00%0.00%Q2 2021Q1 20238
Leucadia National 440.00%0.01%0.04%Q4 2022Q3 20238
BREITER CAPITAL MANAGEMENT INC 410.13%0.28%0.41%Q4 2017Q1 20228
Bell Bank 880.03%0.04%0.07%Q4 2021Q3 20238
AXIOM INVESTORS LLC /DE 880.26%2.23%4.05%Q4 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.01%0.01%0.03%Q2 2013Q1 20158
CAPITAL ONE FINANCIAL CORP 880.06%0.12%0.21%Q1 2020Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.26%0.40%0.52%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.00%0.11%0.15%Q4 2021Q3 20238
CLINTON GROUP INC 210.11%0.39%0.96%Q2 2014Q4 20178
BOSTON PRIVATE BANK & TRUST CO 880.13%0.14%0.15%Q2 2013Q1 20158
Calvert Investment Management, Inc. 880.03%0.09%0.19%Q2 2013Q1 20158
PWMCO, LLC 880.23%0.27%0.38%Q2 2018Q1 20208
BANK HAPOALIM BM 620.03%0.05%0.13%Q2 2019Q3 20228
First Financial Bank - Trust Division 620.02%0.03%0.04%Q4 2021Q4 20238
Impala Asset Management LLC 880.02%0.26%1.43%Q4 2013Q3 20158
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 880.04%0.06%0.11%Q4 2021Q3 20238
Santa Fe Partners LLC 320.03%0.19%0.40%Q3 2013Q4 20158
Echo Street Capital Management LLC 210.00%0.01%0.04%Q3 2015Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.03%0.03%0.03%Q4 2021Q3 20238
ARVEST TRUST CO N A 880.02%0.03%0.03%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.10%0.16%0.20%Q3 2021Q2 20238
JAMISON EATON & WOOD INC /NJ 880.07%0.10%0.13%Q2 2013Q1 20158
EMORY UNIVERSITY 880.00%0.00%0.00%Q1 2012Q4 20138
Employers Holdings, Inc. 880.53%0.75%1.02%Q2 2019Q1 20218
CONTINENTAL INVESTORS SERVICES, INC. 881.81%1.94%2.47%Q4 2021Q3 20238
WBI INVESTMENTS, LLC 210.08%0.38%1.10%Q2 2015Q2 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.09%0.11%0.13%Q2 2013Q1 20158
Robeco Schweiz AG 880.03%0.03%0.04%Q2 2018Q1 20208
Assured Investment Management LLC 410.00%0.05%0.20%Q1 2015Q1 20198
STEWART & PATTEN CO LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Freedom Day Solutions, LLC 880.17%1.06%1.31%Q4 2021Q3 20238
Gyrus Investment Management Inc. 880.54%0.65%0.70%Q2 2013Q1 20158
Corundum Group, Inc. 880.19%0.40%0.92%Q4 2021Q3 20238
Lombard Odier Asset Management (USA) Corp 310.01%0.11%0.30%Q1 2020Q3 20238
Bank of Kentucky, Inc. 880.01%0.02%0.05%Q2 2013Q1 20158
JOYN Advisors, Inc. 440.00%0.06%0.16%Q1 2018Q1 20208
Mizuho Trust & Banking Co., Ltd. 880.29%0.33%0.36%Q4 2014Q3 20168
Odey Holdings AG 411.52%2.63%4.27%Q1 2015Q1 20218
Cornerstone Capital, Inc. 410.02%0.03%0.03%Q2 2021Q3 20238
MIZUHO SECURITIES USA LLC 310.02%0.21%0.52%Q2 2013Q4 20208
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.01%0.04%Q1 2015Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.12%0.17%0.26%Q2 2013Q1 20158
Holloway Wealth Management, LLC 710.00%0.06%0.08%Q1 2018Q1 20228
Artemis Investment Management LLP 610.01%0.41%1.12%Q3 2020Q1 20238
ALLEGHANY CORP /DE 880.08%0.11%0.13%Q2 2013Q1 20158
Callan Capital, LLC 880.05%0.06%0.09%Q4 2021Q3 20238
VICUS CAPITAL 880.03%0.03%0.04%Q4 2021Q3 20238
Ascent Wealth Partners, LLC 530.04%0.06%0.07%Q3 2021Q3 20238
PIERSHALE FINANCIAL GROUP, INC. 530.01%0.02%0.04%Q4 2014Q2 20238
Desjardins Global Asset Management Inc. 880.44%1.11%2.42%Q4 2021Q3 20238
BTG Pactual Global Asset Management Ltd 510.04%0.44%0.78%Q2 2015Q3 20218
Schooner Investment Group, LLC. 880.26%0.59%0.95%Q4 2014Q3 20168
Gary Goldberg Planning Services Inc 880.02%0.03%0.04%Q1 2013Q4 20148
M Holdings Securities, Inc. 610.05%0.09%0.11%Q3 2014Q2 20238
GUARDIAN INVESTOR SERVICES LLC 880.29%0.32%0.36%Q2 2013Q1 20158
Interval Partners, LP 310.06%0.55%1.51%Q1 2017Q1 20228
BEACON FINANCIAL GROUP 710.04%0.04%0.07%Q4 2017Q3 20238
Metis Global Partners, LLC 880.45%0.51%0.62%Q4 2021Q3 20238
MEANS INVESTMENT CO., INC. 880.04%0.05%0.06%Q4 2021Q3 20238
GAM SYSTEMATIC LLP 410.01%0.10%0.30%Q4 2014Q3 20178
Moreno Evelyn V 880.05%0.46%1.00%Q4 2021Q3 20238
Friedenthal Financial 880.12%0.15%0.17%Q3 2021Q2 20238
AHL Partners LLP 310.02%0.12%0.32%Q3 2014Q4 20178
FIDUCIARY SERVICES CORP/GA 880.26%0.30%0.36%Q2 2013Q1 20158
Peninsula Wealth, LLC 880.09%0.10%0.11%Q4 2021Q3 20238
BlueCrest Capital Management Ltd 210.01%0.04%0.09%Q4 2014Q3 20238
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 530.08%0.23%0.34%Q4 2020Q3 20238
Industrial Alliance Investment Management Inc. 880.32%0.79%1.11%Q4 2021Q3 20238
PFS Partners, LLC 880.10%0.11%0.13%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.22%0.27%0.31%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.86%1.05%1.30%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.36%0.45%0.49%Q4 2021Q3 20238
Bensler, LLC 881.21%1.33%1.60%Q4 2021Q3 20238
Diversified Portfolios, Inc. 710.05%0.07%0.14%Q4 2014Q2 20238
Stephens Consulting, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Hofer & Associates. Inc 880.61%0.65%0.76%Q4 2021Q3 20238
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 620.00%0.01%0.01%Q2 2020Q2 20228
NORWOOD FINANCIAL CORP 880.01%0.01%0.02%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.36%0.44%0.52%Q4 2021Q3 20238
Virtus Investment Advisers, Inc. 410.06%0.09%0.19%Q3 2016Q1 20238
Ken Stern & Associates, Inc. 880.10%0.11%0.12%Q4 2016Q3 20188
LGL PARTNERS, LLC 710.09%0.16%0.18%Q4 2015Q3 20228
Blooom, Inc. 880.78%1.32%2.05%Q4 2020Q3 20228
Manitou Investment Management Ltd. 530.02%1.43%2.35%Q2 2016Q3 20238
Deane Retirement Strategies, Inc. 420.92%1.66%2.30%Q2 2018Q3 20238
Gardiner Nancy B 881.12%1.28%1.54%Q3 2018Q2 20208
Tevis Investment Management 880.35%0.60%0.80%Q4 2021Q3 20238
StrategIQ Financial Group, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Cornerstone Financial Partners, LLC 880.07%0.10%0.13%Q1 2016Q4 20178
RETIREMENT GUYS FORMULA LLC 880.57%0.81%1.03%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.28%0.45%0.75%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 881.05%1.22%1.32%Q4 2021Q3 20238
O'Shares Investment Advisers, LLC 880.46%0.57%0.79%Q2 2020Q1 20228
Asset Management Resources, LLC 880.18%0.22%0.25%Q4 2021Q3 20238
Enlightenment Research, LLC 410.31%1.37%4.04%Q3 2019Q2 20228
Investmark Advisory Group LLC 880.24%0.28%0.31%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.52%0.63%0.76%Q4 2021Q3 20238
Phoenix Holdings Ltd. 710.01%0.06%0.14%Q2 2020Q3 20238
American Financial Network Advisory Services LLC 880.15%0.19%0.22%Q3 2017Q2 20198
TRIAD FINANCIAL ADVISORS, INC. 880.21%0.45%0.77%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.06%0.13%0.17%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 880.14%0.17%0.21%Q4 2021Q3 20238
EMERALD ADVISERS, LLC 880.02%0.02%0.04%Q4 2021Q3 20238
Fortune 45 LLC 880.32%0.42%0.48%Q4 2021Q3 20238
Integrity Financial Corp /WA 880.28%0.44%0.83%Q4 2021Q3 20238
Mason & Associates Inc 880.08%0.09%0.10%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.20%0.22%0.24%Q4 2021Q3 20238
Lakeside Advisors, INC. 887.06%7.75%8.49%Q4 2021Q3 20238
Vantage Financial Partners Ltd., Inc. 880.12%0.24%0.35%Q4 2021Q3 20238
Ascent Group, LLC 880.57%0.64%0.72%Q4 2021Q3 20238
COMMONS CAPITAL, LLC 881.56%2.02%2.48%Q4 2021Q3 20238
Key Client Fiduciary Advisors, LLC 880.20%0.23%0.25%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.18%0.39%0.49%Q4 2021Q3 20238
Quent Capital, LLC 880.16%0.18%0.24%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 881.58%1.69%1.81%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.72%0.81%0.90%Q4 2021Q3 20238
Forum Financial Management, LP 880.05%0.11%0.15%Q4 2021Q3 20238
Family CFO Inc 880.07%0.09%0.11%Q4 2021Q3 20238
Cladis Investment Advisory, LLC 880.55%0.77%1.13%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.20%0.30%0.36%Q4 2021Q3 20238
LWM Advisory Services, LLC 880.32%0.40%0.52%Q4 2021Q3 20238
ICICI Prudential Asset Management Co Ltd 880.08%0.16%0.29%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.86%1.07%1.38%Q4 2021Q3 20238
ETF Store, Inc. 880.18%0.20%0.24%Q4 2021Q3 20238
EFG Asset Management (North America) Corp. 880.27%0.38%0.58%Q4 2021Q3 20238
LGT Group Foundation 880.01%0.15%0.48%Q4 2021Q3 20238
HB Wealth Management, LLC 880.06%0.08%0.11%Q4 2021Q3 20238
Donoghue Forlines LLC 310.18%0.27%0.39%Q4 2017Q1 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.19%0.29%0.38%Q4 2021Q3 20238
Global Financial Private Capital, Inc 620.00%0.01%0.02%Q2 2017Q2 20208
Trail Ridge Investment Advisors, LLC 881.72%1.89%2.18%Q4 2021Q3 20238
Intelligent Financial Strategies 880.44%0.51%0.75%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.01%0.02%0.02%Q1 2017Q4 20188
William Allan Corp 883.50%3.77%4.01%Q4 2021Q3 20238
KRS Capital Management, LLC 880.22%0.45%0.61%Q4 2021Q3 20238
VANCE WEALTH, INC. 880.22%0.32%0.60%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 881.33%1.47%1.68%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.11%0.25%0.49%Q4 2021Q3 20238
City State Bank 880.68%0.78%0.91%Q4 2021Q3 20238
AlphaCore Capital LLC 710.01%0.48%0.74%Q1 2020Q3 20238
Confluence Wealth Services, Inc. 880.31%0.50%0.75%Q4 2021Q3 20238
Pearl River Capital, LLC 310.09%0.34%0.86%Q4 2018Q3 20238
Prosperity Consulting Group, LLC 881.19%1.58%1.96%Q4 2021Q3 20238
Unconventional Investor, LLC 880.25%0.27%0.30%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 881.26%1.44%1.86%Q4 2021Q3 20238
GHE, LLC 882.31%2.66%3.24%Q4 2021Q3 20238
Ameliora Wealth Management Ltd. 881.13%2.39%5.59%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.06%0.07%0.10%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.15%0.22%0.31%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Covestor Ltd 880.05%0.07%0.10%Q4 2021Q3 20238
DENVER WEALTH MANAGEMENT, INC. 610.22%0.41%1.22%Q1 2021Q3 20238
Zullo Investment Group, Inc. 880.56%0.63%0.71%Q4 2021Q3 20238
Operose Advisors LLC 880.02%0.03%0.08%Q4 2021Q3 20238
New Millennium Group LLC 881.49%1.84%2.21%Q4 2021Q3 20238
Insight Inv LLC 880.25%0.28%0.32%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.03%0.05%0.08%Q4 2021Q3 20238
Gould Capital, LLC 880.10%0.11%0.12%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
KENFARB & CO. 882.14%2.40%2.67%Q4 2021Q3 20238
Gouws Capital LLC 885.56%5.83%6.29%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.48%0.55%0.65%Q4 2021Q3 20238
Echo45 Advisors LLC 880.39%0.52%0.74%Q4 2021Q3 20238
YARGER WEALTH STRATEGIES, LLC 880.28%0.34%0.42%Q4 2021Q3 20238
Alapocas Investment Partners, Inc. 885.67%6.60%7.93%Q4 2021Q3 20238
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.34%0.36%0.41%Q4 2021Q3 20238
55I, LLC 880.02%0.03%0.08%Q4 2020Q3 20228
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.30%0.37%0.45%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.99%1.09%1.19%Q4 2021Q3 20238
NORTHSTAR CAPITAL MANAGEMENT LLC 883.64%4.14%4.80%Q4 2017Q3 20198
Missouri Trust & Investment Co 880.34%0.40%0.51%Q4 2021Q3 20238
AIRE ADVISORS, LLC 880.11%0.36%0.53%Q4 2021Q3 20238
UNIONVIEW, LLC 880.96%1.14%1.29%Q4 2021Q3 20238
Von Berge Wealth Management Group, LLC 880.20%0.21%0.24%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.51%0.68%1.04%Q4 2021Q3 20238
Secrest Blakey & Associates, LLC 880.56%0.64%0.74%Q4 2017Q3 20198
STRATEGIC CAPITAL ADVISERS, INC. 880.32%1.85%2.84%Q3 2020Q2 20228
BLODGETT WEALTH ADVISORS, LLC 882.07%2.34%2.58%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.36%0.44%0.58%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 881.28%1.59%1.91%Q4 2021Q3 20238
TCWP LLC 880.40%0.66%1.83%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.51%0.70%0.91%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.18%0.24%0.29%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Johnson Midwest Financial, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.17%0.22%0.38%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 880.16%0.20%0.23%Q4 2017Q3 20198
Leeward Financial Partners, LLC 880.27%0.31%0.37%Q4 2021Q3 20238
MKT Advisors LLC 880.73%0.85%0.96%Q4 2021Q3 20238
MAS Advisors LLC 880.19%0.29%0.42%Q4 2021Q3 20238
Widmann Financial Services, Inc. 880.29%0.33%0.38%Q4 2021Q3 20238
Winthrop Advisory Group LLC 620.04%0.05%0.06%Q4 2020Q3 20238
WELD CAPITAL MANAGEMENT LLC 620.20%0.44%0.82%Q4 2018Q4 20208
PROFESSIONAL PLANNING 881.96%2.57%3.67%Q4 2019Q3 20218
Viewpoint Capital Management LLC 880.70%0.84%1.10%Q4 2021Q3 20238
FORA Capital, LLC 410.18%0.89%1.37%Q4 2019Q1 20238
Scott Capital Advisors, LLC 880.31%0.44%0.54%Q4 2021Q3 20238
Foundations Investment Advisors, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
Synergy Financial Group, LTD 880.44%0.89%1.20%Q4 2021Q3 20238
American Trust 880.37%0.45%0.55%Q4 2021Q3 20238
PACIFIC SUN FINANCIAL CORP 610.16%0.19%0.21%Q4 2017Q2 20238
Congress Wealth Management LLC / DE / 880.66%0.70%0.73%Q4 2021Q3 20238
Consilium Wealth Advisory, LLC 880.24%0.41%0.56%Q4 2021Q3 20238
Stiles Financial Services Inc 881.97%2.22%2.46%Q4 2021Q3 20238
Manhattan West Asset Management, LLC 880.19%0.44%1.46%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 880.45%0.62%0.94%Q4 2021Q3 20238
Kolinsky Wealth Management, LLC 880.36%0.53%0.66%Q4 2021Q3 20238
Heritage Financial Services, LLC 880.14%0.23%0.39%Q4 2021Q3 20238
Wedmont Private Capital 880.13%0.17%0.23%Q4 2021Q3 20238
Stonegate Investment Group, LLC 881.37%1.57%1.71%Q4 2021Q3 20238
Martin Capital Advisors, LLP 882.16%2.37%2.77%Q4 2021Q3 20238
Highview Capital Management LLC/DE/ 881.06%1.40%1.65%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.39%0.42%0.46%Q4 2021Q3 20238
TAGStone Capital, Inc. 882.20%2.52%2.86%Q4 2021Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 880.50%0.62%0.93%Q4 2021Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 881.11%1.27%1.51%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.18%0.24%0.42%Q4 2021Q3 20238
Hamilton Wealth, LLC 880.09%0.11%0.12%Q4 2021Q3 20238
Lane Generational LLC 880.58%1.30%5.33%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.06%0.10%0.16%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 880.05%0.08%0.11%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.04%0.06%0.07%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 882.95%3.21%3.39%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.18%0.20%0.22%Q4 2021Q3 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 880.42%0.51%0.62%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.14%0.20%0.31%Q4 2021Q3 20238
Wayfinding Financial, LLC 881.79%1.96%2.09%Q4 2021Q3 20238
Alan B Lancz & Associates, Inc. 883.00%3.39%3.91%Q4 2021Q3 20238
SBB Research Group LLC 880.54%2.56%3.96%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.34%0.44%0.61%Q4 2021Q3 20238
Shulman DeMeo Asset Management LLC 880.06%0.07%0.09%Q4 2021Q3 20238
DMC Group, LLC 881.02%1.10%1.23%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.90%1.07%1.32%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.09%0.19%0.27%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.02%0.02%Q3 2021Q3 20238
Lifeworks Advisors, LLC 880.22%0.38%0.85%Q4 2021Q3 20238
Enterprise Trust & Investment Co 880.01%0.02%0.02%Q2 2019Q1 20218
Arden Trust Co 710.03%0.13%0.17%Q2 2019Q4 20218
Meridian Wealth Partners, LLC 620.02%0.03%0.05%Q4 2019Q3 20238
Level Financial Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Cinctive Capital Management LP 310.03%0.53%1.27%Q1 2020Q4 20228
Sierra Capital LLC 880.00%0.02%0.04%Q1 2021Q4 20228
Gordian Capital Singapore Pte Ltd 880.00%0.02%0.11%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.05%0.08%0.19%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.81%0.84%0.87%Q4 2021Q3 20238
FourThought Financial, LLC 881.17%1.36%1.56%Q4 2020Q3 20228
Belmont Capital, LLC 510.01%0.03%0.05%Q4 2019Q3 20238
Blueprint Investment Partners LLC 620.11%0.18%0.32%Q3 2021Q3 20238
Heartwood Wealth Advisors LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Goodman Advisory Group, LLC 880.09%0.12%0.14%Q4 2021Q3 20238
Advisory Services & Investments, LLC 530.32%0.48%0.56%Q3 2021Q3 20238
Investors Financial Group, LLC 880.29%0.36%0.46%Q1 2020Q4 20218
Adero Partners, LLC 880.04%0.09%0.34%Q1 2021Q4 20228
Secure Asset Management, LLC 410.08%0.12%0.16%Q4 2019Q3 20238
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Apeiron RIA LLC 880.06%0.12%0.15%Q4 2021Q3 20238
ONE PLUS ONE WEALTH MANAGEMENT, LLC 530.14%0.16%0.20%Q2 2021Q3 20238
Houlihan Financial Resource Group, Ltd. 510.28%0.36%0.43%Q4 2019Q3 20238
Ocean Endowment Partners, LLC 881.10%1.70%2.41%Q4 2019Q3 20218
NWK Group, Inc. 610.00%2.64%5.19%Q4 2019Q3 20238
Fermata Advisors, LLC 880.08%0.27%0.58%Q4 2021Q3 20238
Blue Zone Wealth Advisors, LLC 880.07%0.12%0.18%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.42%0.45%0.48%Q4 2021Q3 20238
SYNTAX ADVISORS, LLC 880.61%0.63%0.67%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.02%0.03%0.07%Q4 2019Q3 20218
Naviter Wealth, LLC 880.32%0.52%0.97%Q4 2021Q3 20238
COLUMBIA ADVISORY PARTNERS LLC 880.67%0.80%0.95%Q4 2021Q3 20238
Capital Market Strategies LLC 530.88%1.03%1.29%Q4 2021Q4 20238
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 410.04%0.10%0.19%Q4 2020Q3 20238
Curi Wealth Management, LLC 710.00%0.03%0.05%Q4 2020Q2 20238
Vise Technologies, Inc. 880.20%0.66%2.28%Q4 2021Q3 20238
Aaron Wealth Advisors LLC 880.01%0.10%0.15%Q4 2021Q3 20238
Alliance Wealth Advisors, LLC 880.17%0.19%0.21%Q4 2021Q3 20238
Ignite Planners, LLC 880.15%0.49%0.75%Q4 2021Q3 20238
OCCUDO QUANTITATIVE STRATEGIES LP 610.06%0.26%0.53%Q4 2020Q3 20238
B. Metzler seel. Sohn & Co. AG 880.40%0.43%0.53%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.26%0.29%0.37%Q4 2021Q3 20238
JEPPSON WEALTH MANAGEMENT, LLC 710.10%0.11%0.13%Q3 2020Q3 20238
Rise Advisors, LLC 880.07%0.17%0.24%Q4 2021Q3 20238
SAX WEALTH ADVISORS, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Wealthstream Advisors, Inc. 880.15%0.22%0.31%Q4 2021Q3 20238
MADDEN SECURITIES Corp 770.10%0.13%0.16%Q1 2022Q3 20237
Tuscan Ridge Asset Management LLC 550.05%0.18%0.30%Q4 2018Q4 20197
Sandy Cove Advisors, LLC 430.16%0.20%0.25%Q4 2021Q3 20237
Sonen Capital LLC 610.31%0.37%0.50%Q4 2021Q3 20237
Shamrock Asset Management LLC 520.01%0.02%0.07%Q4 2014Q3 20177
AMF Tjanstepension AB 520.06%0.09%0.12%Q4 2014Q3 20237
Invictus RG 310.01%0.99%3.00%Q4 2015Q1 20207
PRIMECAP MANAGEMENT CO/CA/ 770.03%0.13%0.23%Q2 2013Q4 20147
Paragon Advisors, LLC 770.60%0.97%1.47%Q1 2022Q3 20237
New Harbor Financial Group, LLC 770.00%0.01%0.01%Q4 2014Q2 20167
Terra Nova Asset Management LLC 770.19%0.92%1.28%Q1 2022Q3 20237
McDonough Capital Management, Inc 771.52%1.61%1.73%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.14%0.21%0.25%Q4 2021Q3 20237
Connective Portfolio Management, LLC 771.82%2.78%3.78%Q1 2022Q3 20237
Nvest Financial, LLC 770.34%0.42%0.51%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.37%0.59%0.72%Q1 2022Q3 20237
PCG Wealth Advisors, LLC 770.13%0.15%0.16%Q1 2022Q3 20237
Camarda Financial Advisors, LLC 310.00%0.62%1.15%Q4 2016Q3 20237
Alley Investment Management Company, LLC 771.74%1.98%2.14%Q1 2022Q3 20237
Greenhouse Wealth Management, LLC 610.12%0.22%0.25%Q4 2020Q3 20237
SHAPIRO ROBERT N 770.05%0.24%0.39%Q2 2013Q4 20147
Power Corp of Canada 770.20%0.51%0.88%Q1 2022Q3 20237
Centre Asset Management, LLC 430.60%0.74%1.03%Q1 2015Q4 20237
CABOT WEALTH MANAGEMENT INC 770.03%0.05%0.06%Q1 2021Q3 20227
MERIDIAN MANAGEMENT CO 770.80%0.95%1.16%Q3 2017Q1 20197
Three Bridge Wealth Advisors, LLC 770.10%0.14%0.16%Q1 2022Q3 20237
Legacy Wealth Planning, LLC 770.29%0.36%0.45%Q1 2021Q3 20227
Kessler Investment Group, LLC 770.12%0.20%0.25%Q2 2017Q4 20187
Axiom Investment Management LLC 520.07%0.39%1.01%Q4 2018Q4 20227
Smart Portfolios, LLC 520.07%0.13%0.24%Q1 2018Q3 20207
First Western Trust Bank 770.60%0.67%0.72%Q1 2022Q3 20237
PFG Private Wealth Management, LLC 770.02%0.05%0.06%Q1 2022Q3 20237
abrdn Investment Management Ltd 770.00%0.01%0.01%Q2 2013Q4 20147
ORRSTOWN FINANCIAL SERVICES INC 610.04%0.90%1.21%Q2 2014Q1 20227
Aspire Capital Advisors LLC 770.51%0.83%1.02%Q1 2022Q3 20237
QUEST CAPITAL MANAGEMENT INC /ADV 320.04%0.06%0.08%Q1 2019Q4 20217
DRIVE WEALTH MANAGEMENT, LLC 770.18%0.24%0.34%Q1 2022Q3 20237
Bancreek Capital Management, LP 773.20%3.52%3.80%Q4 2021Q2 20237
Stillwater Capital Advisors, LLC 610.05%0.06%0.07%Q2 2017Q1 20197
ETFIDEA, LLC 430.09%0.12%0.13%Q4 2021Q3 20237
Cyrus J. Lawrence, LLC 771.82%2.56%2.93%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.21%0.23%0.26%Q1 2022Q3 20237
Narwhal Capital Management 770.62%0.92%1.06%Q1 2022Q3 20237
DUDLEY CAPITAL MANAGEMENT, LLC 440.00%0.65%1.28%Q4 2022Q3 20237
Fi3 FINANCIAL ADVISORS, LLC 520.12%0.16%0.20%Q4 2021Q3 20237
MARVIN & PALMER ASSOCIATES INC 520.51%1.64%2.56%Q2 2013Q2 20167
AXS Investments LLC 520.04%0.11%0.22%Q4 2021Q3 20237
Rappaport Reiches Capital Management, LLC 770.13%0.15%0.17%Q1 2022Q3 20237
Borer Denton & Associates, Inc. 774.78%5.25%5.70%Q1 2022Q3 20237
Paradigm, Strategies in Wealth Management, LLC 320.07%0.17%0.24%Q1 2021Q3 20237
Dominick & Dominick LLC 770.20%0.28%0.37%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
Atom Investors LP 310.02%0.53%1.47%Q2 2019Q4 20227
Steward Financial Group LLC 430.05%0.09%0.14%Q4 2021Q3 20237
COTTONWOOD CAPITAL ADVISORS, LLC 770.19%0.22%0.26%Q1 2022Q3 20237
Valentine Capital Asset Management, Inc. 410.44%0.77%1.44%Q3 2012Q4 20157
Verde Capital Management 770.15%0.72%1.04%Q2 2020Q4 20217
L.M. KOHN & COMPANY 773.06%3.25%3.44%Q1 2022Q3 20237
Atlas Private Wealth Management 610.03%0.07%0.15%Q4 2019Q3 20237
4J Wealth Management LLC 430.18%0.22%0.25%Q3 2021Q3 20237
Migdal Insurance & Financial Holdings Ltd. 210.00%0.30%0.85%Q4 2016Q3 20237
Burt Wealth Advisors 610.00%0.02%0.07%Q4 2014Q4 20177
Crown Wealth Group, LLC 770.19%0.23%0.25%Q1 2022Q3 20237
BERKSHIRE ASSET MANAGEMENT LLC/PA 430.03%0.04%0.05%Q3 2015Q2 20177
PFS INVESTMENTS INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.38%0.41%0.46%Q1 2022Q3 20237
Handelsbanken Fonder AB 310.01%0.13%0.33%Q4 2015Q4 20197
Harbor Group, Inc. 320.13%0.15%0.18%Q4 2020Q3 20237
REIK & CO., LLC 430.05%0.06%0.07%Q4 2021Q3 20237
LaFleur & Godfrey LLC 770.05%0.08%0.10%Q1 2022Q3 20237
Fortress Investment Group LLC 770.01%0.02%0.02%Q2 2013Q4 20147
Stanford Investment Group, Inc. 770.01%0.02%0.03%Q1 2015Q3 20167
Visium Asset Management, LP 770.00%0.01%0.02%Q4 2013Q2 20157
WHEATLAND ADVISORS INC 770.17%0.22%0.38%Q2 2018Q4 20197
Mendel Money Management 770.22%0.25%0.29%Q1 2022Q3 20237
MENTA CAPITAL LLC 520.06%0.15%0.26%Q1 2016Q2 20187
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 770.04%0.07%0.09%Q1 2022Q3 20237
FOUNDERS BANK & TRUST 770.01%0.01%0.01%Q2 2013Q4 20147
Weiss Asset Management LP 410.01%0.21%0.80%Q1 2019Q2 20237
HAZLETT, BURT & WATSON, INC. 770.41%0.46%0.52%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.54%0.56%0.59%Q1 2022Q3 20237
Walkner Condon Financial Advisors LLC 770.07%0.20%0.83%Q1 2022Q3 20237
UNITED STATES STEEL & CARNEGIE PENSION FUND 771.04%1.23%1.41%Q3 2015Q1 20177
Interchange Capital Partners, LLC 310.04%0.23%0.32%Q4 2020Q3 20237
EMERALD MUTUAL FUND ADVISERS TRUST 520.00%0.01%0.01%Q4 2021Q3 20237
LEWIS CAPITAL MANAGEMENT, LLC 430.30%0.50%0.70%Q4 2021Q3 20237
Peterson Wealth Services 772.66%3.15%3.57%Q4 2021Q2 20237
SkyView Investment Advisors, LLC 310.00%0.06%0.11%Q4 2020Q3 20237
Covenant Multifamily Offices, LLC 520.06%0.12%0.17%Q2 2019Q3 20217
Independence Trust CO 430.14%0.15%0.17%Q2 2013Q2 20157
Placemark Investments, Inc. 770.15%0.18%0.22%Q2 2013Q4 20147
BMS Financial Advisors, LLC 770.16%0.23%0.34%Q4 2021Q2 20237
Disciplined Equity Management, Inc. 770.01%0.37%0.74%Q1 2022Q3 20237
GraniteShares Advisors LLC 770.51%0.58%0.63%Q4 2021Q2 20237
DSC Advisors, L.P. 770.13%0.26%0.47%Q1 2021Q3 20227
Iron Horse Wealth Management, LLC 430.00%0.01%0.02%Q4 2021Q3 20237
CUTLER INVESTMENT COUNSEL LLC 770.13%0.17%0.24%Q1 2022Q3 20237
NewFocus Financial Group, LLC 770.08%0.10%0.12%Q2 2019Q4 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.07%0.08%0.11%Q2 2013Q4 20147
Wealth Advisory Solutions, LLC 210.05%0.07%0.12%Q1 2020Q2 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.05%0.11%0.18%Q1 2021Q4 20227
Royal Capital Wealth Management, LLC 520.21%0.35%0.42%Q4 2021Q3 20237
MIDAS MANAGEMENT CORP 770.52%0.68%0.74%Q2 2013Q4 20147
Zions Trust, National Association 770.13%0.17%0.20%Q2 2013Q4 20147
ALPINE WOODS CAPITAL INVESTORS, LLC 410.13%0.52%0.97%Q2 2013Q3 20237
Thrive Wealth Management, LLC 770.06%0.08%0.09%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.62%0.81%1.13%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.02%Q2 2020Q4 20217
Quantum Private Wealth, LLC 520.10%0.17%0.31%Q4 2021Q3 20237
ARGENT TRUST COMPANY, N.A. 770.23%0.25%0.29%Q1 2014Q3 20157
Ruane, Cunniff & Goldfarb L.P. 770.01%0.02%0.04%Q1 2018Q3 20197
Coatue Management 610.00%0.01%0.02%Q3 2018Q2 20207
DE BURLO GROUP INC 610.91%2.12%3.31%Q4 2020Q3 20237
WealthPlan Investment Management, LLC 610.96%1.17%1.48%Q1 2022Q4 20237
Chemistry Wealth Management LLC 770.50%0.52%0.56%Q1 2022Q3 20237
Allegis Investment Advisors, LLC 610.06%0.09%0.13%Q4 2015Q1 20187
TCF National Bank 770.22%0.38%0.53%Q3 2019Q1 20217
PRIVATE CAPITAL MANAGEMENT INC 770.31%0.51%0.75%Q1 2016Q3 20177
MPS Loria Financial Planners, LLC 410.04%0.06%0.08%Q2 2017Q3 20237
SILVER OAK SECURITIES, INCORPORATED 770.16%0.24%0.37%Q1 2022Q3 20237
tru Independence LLC 770.00%0.10%0.26%Q4 2019Q2 20217
Savior LLC 770.04%0.06%0.08%Q4 2019Q2 20217
TOEWS CORP /ADV 110.05%0.28%0.86%Q2 2016Q1 20227
Matrix Trust Co 770.09%0.35%0.48%Q1 2022Q3 20237
Rudd International, Inc. 771.83%2.15%2.56%Q4 2018Q2 20207
Edge Advisors, LLC 770.01%0.02%0.02%Q4 2016Q2 20187
Zhang Financial LLC 430.04%0.06%0.13%Q4 2021Q3 20237
Coastwise Capital Group, LLC 770.30%0.41%0.56%Q1 2022Q3 20237
1900 WEALTH MANAGEMENT LLC 770.03%0.05%0.06%Q1 2022Q3 20237
MARINO, STRAM & ASSOCIATES LLC 610.02%0.08%0.49%Q4 2017Q2 20217
FOREFRONT WEALTH MANAGEMENT INC. 770.24%2.72%4.20%Q1 2022Q3 20237
RDA Financial Network 430.10%0.23%0.63%Q4 2020Q3 20237
Central Asset Investments & Management Holdings (HK) Ltd 310.23%0.73%1.46%Q2 2019Q2 20237
SADOFF INVESTMENT MANAGEMENT LLC 770.02%0.03%0.03%Q4 2017Q2 20197
Householder Group Estate & Retirement Specialist, LLC 613.14%4.56%11.45%Q4 2021Q3 20237
HOWARD CAPITAL MANAGEMENT 772.34%2.60%3.02%Q2 2019Q4 20207
OSTRUM ASSET MANAGEMENT 430.20%0.91%1.59%Q3 2019Q3 20237
Ardent Capital Management, Inc. 431.23%1.50%2.29%Q4 2021Q3 20237
Miramar Capital, LLC 770.09%0.17%0.20%Q1 2022Q3 20237
CHURCHILL MANAGEMENT Corp 430.02%0.15%0.25%Q2 2013Q4 20227
My Legacy Advisors, LLC 770.71%0.76%0.82%Q1 2022Q3 20237
Strong Tower Advisory Services 770.39%0.42%0.48%Q1 2022Q3 20237
Planning Center, Inc. 770.06%0.24%0.90%Q1 2022Q3 20237
TLW Wealth Management, LLC 773.26%4.65%5.73%Q1 2022Q3 20237
Fairhaven Wealth Management, LLC 520.09%0.15%0.19%Q4 2021Q3 20237
Seaport Global Advisors, LLC 770.25%0.60%1.39%Q4 2021Q2 20237
SJS Investment Consulting Inc. 520.12%0.13%0.16%Q4 2021Q3 20237
DAVIDSON & GARRARD INC 770.12%0.25%0.38%Q1 2016Q3 20177
Greenfield Savings Bank 771.64%1.86%2.08%Q2 2022Q4 20237
Salomon & Ludwin, LLC 520.00%0.04%0.07%Q4 2018Q3 20237
Carroll Investors, Inc 773.82%4.69%5.33%Q1 2022Q3 20237
Apexium Financial, LP 520.03%0.06%0.11%Q4 2021Q3 20237
Cross Staff Investments Inc 430.51%0.72%1.02%Q4 2021Q3 20237
XTX Topco Ltd 210.06%0.28%0.40%Q1 2021Q3 20237
SIMMONS FIRST TRUST CO NA 660.08%0.11%0.22%Q3 2014Q4 20156
Capricorn Fund Managers Ltd 660.64%0.93%1.23%Q4 2021Q1 20236
Financial & Tax Architects, LLC 660.16%0.20%0.25%Q2 2022Q3 20236
NKCFO LLC 660.02%0.07%0.10%Q2 2022Q3 20236
RVW Wealth, LLC 420.02%0.04%0.05%Q1 2022Q4 20236
Solidarity Wealth, LLC 330.22%0.60%1.22%Q1 2022Q3 20236
Howard Capital Management Inc. 660.06%0.08%0.13%Q2 2022Q3 20236
Alaska Wealth Advisors 660.07%0.10%0.11%Q2 2022Q3 20236
Martin Capital Partners, LLC 660.11%0.15%0.21%Q3 2022Q4 20236
Rinkey Investments 510.94%2.55%3.88%Q4 2021Q3 20236
Allied Investment Advisors, LLC 660.06%0.08%0.09%Q4 2021Q1 20236
Czech National Bank 660.63%0.67%0.73%Q3 2022Q4 20236
Sweet Financial Partners, LLC 510.06%0.23%0.47%Q1 2022Q3 20236
Obsidian Personal Planning Solutions LLC 660.38%0.65%0.91%Q2 2022Q3 20236
17 CAPITAL PARTNERS, LLC 660.21%0.29%0.35%Q2 2021Q3 20226
First Command Advisory Services, Inc. 210.00%0.00%0.01%Q1 2021Q3 20236
Trilogy Capital Inc. 330.02%0.03%0.05%Q1 2018Q4 20216
GUERRA PAN ADVISORS, LLC 330.23%0.26%0.28%Q4 2021Q3 20236
PURSUE WEALTH PARTNERS LLC 330.09%0.13%0.17%Q4 2021Q3 20236
&PARTNERS 660.12%0.18%0.22%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.08%0.76%1.09%Q4 2019Q3 20216
SS&H Financial Advisors, Inc. 510.61%0.65%0.73%Q1 2022Q3 20236
COMPASS FINANCIAL ADVISORS LLC 660.41%0.43%0.48%Q4 2021Q1 20236
Clay Northam Wealth Management, LLC 330.21%0.23%0.25%Q4 2021Q3 20236
Knights of Columbus Asset Advisors LLC 310.00%0.24%0.57%Q3 2018Q3 20236
VECTOR WEALTH MANAGEMENT, LLC 660.15%0.16%0.18%Q3 2015Q4 20166
MARSICO CAPITAL MANAGEMENT LLC 662.98%3.27%3.55%Q2 2022Q3 20236
LIBRA WEALTH LLC 420.12%0.20%0.27%Q4 2021Q3 20236
Lansing Street Advisors 660.02%0.02%0.03%Q1 2022Q2 20236
LEE JOHNSON CAPITAL MANAGEMENT, LLC 661.63%2.93%4.99%Q4 2021Q1 20236
Worth Asset Management, LLC 660.02%0.03%0.05%Q1 2022Q2 20236
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 220.76%1.37%2.26%Q3 2022Q4 20226
Great Lakes Retirement, Inc. 420.32%0.63%0.89%Q4 2019Q3 20236
Eisler Capital (US) LLC 330.17%0.31%0.43%Q1 2023Q3 20236
Quantum Financial Advisors, LLC 660.13%0.16%0.18%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.07%0.11%0.15%Q4 2020Q1 20226
CEDAR CAPITAL, LLC 410.08%0.10%0.13%Q3 2018Q3 20206
Sanford Advisory Services, LLC 660.06%0.07%0.08%Q3 2021Q4 20226
TMD & ASSOCIATES, INC 660.31%0.38%0.54%Q4 2015Q1 20176
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.39%0.45%0.47%Q2 2022Q3 20236
Cardan Capital Partners, LLC 660.05%0.06%0.06%Q2 2020Q3 20216
CASTLE WEALTH MANAGEMENT LLC 660.39%0.44%0.48%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.34%0.40%0.48%Q2 2022Q3 20236
Integer Wealth Advisors Group LLC 660.24%0.34%0.41%Q4 2019Q1 20216
McQueen, Ball & Associates Inc. 660.14%0.16%0.18%Q3 2017Q4 20186
First National Advisers, LLC 661.20%1.40%1.53%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.81%0.93%1.10%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 660.88%1.07%1.54%Q2 2022Q3 20236
20/20 Capital Management, Inc. 660.25%0.40%0.60%Q1 2020Q2 20216
Lee Capital Management LP 660.71%0.92%1.21%Q4 2016Q1 20186
First Affirmative Financial Network 660.27%0.29%0.32%Q3 2022Q4 20236
Global Assets Advisory, LLC 660.49%0.72%1.44%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.04%0.06%0.07%Q2 2022Q3 20236
CenturyLink Investment Management Co 660.08%0.19%0.43%Q4 2014Q1 20166
FFT WEALTH MANAGEMENT LLC 510.01%0.05%0.06%Q2 2021Q3 20236
Prostatis Group LLC 510.02%0.74%1.49%Q1 2021Q2 20236
Hamilton Capital, LLC 330.02%0.03%0.07%Q4 2021Q3 20236
Intrepid Financial Planning Group LLC 661.36%1.44%1.52%Q2 2022Q3 20236
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 660.62%0.68%0.93%Q2 2022Q3 20236
Lebenthal Holdings,LLC 660.12%0.16%0.22%Q1 2015Q2 20166
Cambridge Advisors Inc. 660.09%0.11%0.13%Q2 2022Q3 20236
Newfound Research LLC 510.08%0.15%0.31%Q3 2020Q3 20226
NORTHERN CAPITAL MANAGEMENT LLC 660.16%0.32%0.47%Q3 2017Q4 20186
True Link Financial Advisors, LLC 510.01%0.02%0.04%Q4 2020Q3 20226
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.01%0.04%0.13%Q2 2013Q3 20146
St. Johns Investment Management Company, LLC 420.01%0.17%0.46%Q1 2021Q3 20236
CANTOR FITZGERALD, L. P. 660.40%0.71%1.04%Q2 2022Q3 20236
Bellecapital International Ltd. 660.92%2.79%3.44%Q2 2022Q3 20236
LSV ASSET MANAGEMENT 310.00%0.00%0.00%Q3 2013Q1 20236
Capitolis Advisors LLC 330.16%0.58%1.11%Q4 2020Q2 20226
Private Wealth Strategies, L.L.C. 660.05%0.06%0.07%Q4 2021Q1 20236
Parkwood LLC 310.04%0.05%0.06%Q4 2013Q1 20176
CrestPoint Capital Management, LLC 660.12%0.21%0.40%Q3 2016Q4 20176
IRON Financial LLC 510.12%0.17%0.27%Q1 2021Q3 20236
Empowered Funds, LLC 660.04%0.11%0.30%Q2 2022Q3 20236
Capital Wealth Alliance, LLC 660.37%0.40%0.44%Q2 2022Q3 20236
Shellback Capital, LP 310.65%1.21%2.21%Q4 2014Q1 20236
Princeton Alpha Management LP 210.13%0.39%0.74%Q4 2013Q3 20166
Kernodle & Katon Asset Management Group, LLC 660.01%0.03%0.04%Q4 2015Q1 20176
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Horan Capital Advisors, LLC. 210.02%0.05%0.18%Q3 2017Q3 20236
Alpine Global Management, LLC 330.04%0.16%0.30%Q4 2014Q3 20176
RITTER DANIHER FINANCIAL ADVISORY LLC 660.24%0.37%0.55%Q4 2020Q1 20226
KMS FINANCIAL SERVICES, INC 660.33%0.41%0.53%Q2 2013Q3 20146
Matarin Capital Management, LLC 210.04%0.13%0.31%Q2 2013Q2 20176
Cerebellum GP, LLC 210.02%0.18%0.30%Q4 2017Q3 20206
Beacon Capital Management, Inc. 660.00%0.00%0.00%Q4 2014Q1 20166
Alpha Family Trust 660.17%0.64%1.02%Q2 2022Q3 20236
DC Investments Management, LLC 420.20%0.32%0.43%Q2 2018Q2 20206
Litman Gregory Wealth Management LLC 510.01%0.01%0.03%Q1 2018Q1 20216
Seven Springs Wealth Group, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Trust Co of Kansas 664.45%4.86%5.35%Q2 2022Q3 20236
Samalin Investment Counsel, LLC 510.04%0.15%0.19%Q4 2019Q3 20236
FSA Wealth Management LLC 310.04%0.11%0.15%Q4 2019Q3 20236
Windsor Capital Management, LLC 310.01%0.14%0.41%Q2 2013Q3 20236
Baader Bank Aktiengesellschaft 510.03%0.06%0.08%Q4 2021Q3 20236
Madden Advisory Services, Inc. 660.00%0.02%0.05%Q2 2013Q3 20146
InterOcean Capital, LLC 510.02%0.03%0.03%Q3 2018Q2 20206
Blue Trust, Inc. 660.03%0.04%0.05%Q2 2022Q3 20236
GIRARD SECURITIES, INC. 660.21%0.26%0.34%Q4 2015Q1 20176
Absolute Return Capital, LLC 510.05%0.44%0.83%Q1 2014Q3 20156
Mach-1 Financial Group, LLC 210.01%0.26%1.34%Q4 2020Q1 20236
COUNTRY CLUB BANK /GFN 660.49%0.53%0.58%Q2 2022Q3 20236
McCarthy Asset Management, Inc. 660.12%0.13%0.14%Q4 2020Q1 20226
Banyan Partners, LLC 660.05%0.13%0.17%Q2 2013Q3 20146
Morningstar Investment Services LLC 310.00%0.02%0.12%Q2 2014Q3 20236
Revolve Wealth Partners, LLC 510.07%0.09%0.11%Q1 2022Q3 20236
B. Riley Financial, Inc. 660.06%0.09%0.10%Q2 2017Q3 20186
Standard Family Office LLC 310.00%0.35%1.67%Q4 2020Q3 20226
McAdams Wright Ragen, Inc. 660.61%0.66%0.72%Q2 2013Q3 20146
Quotient Investors, LLC 420.11%0.17%0.30%Q2 2013Q1 20166
Private Harbour Investment Management & Counsel, LLC 660.24%0.26%0.28%Q2 2013Q3 20146
Alpha DNA Investment Management LLC 661.00%1.12%1.24%Q4 2020Q1 20226
Inspire Advisors, LLC 510.03%0.06%0.08%Q4 2020Q3 20226
CALDWELL & ORKIN INC 420.30%0.92%1.94%Q1 2016Q3 20176
Souders Financial Advisors 510.06%0.12%0.17%Q1 2022Q3 20236
Laurel Wealth Planning LLC 660.02%0.02%0.02%Q3 2021Q4 20226
Gibson Capital, LLC 660.06%0.07%0.07%Q2 2022Q3 20236
Lorne Steinberg Wealth Management Inc. 660.14%0.18%0.22%Q4 2020Q1 20226
Barnett & Company, Inc. 660.00%0.00%0.02%Q1 2016Q2 20176
Parametric Risk Advisors LLC 660.03%0.03%0.05%Q2 2013Q3 20146
MERITAGE PORTFOLIO MANAGEMENT 660.02%0.31%0.88%Q1 2022Q2 20236
COMERICA SECURITIES INC 510.06%0.11%0.15%Q2 2016Q4 20186
Archon Capital Management LLC 510.88%5.73%12.17%Q3 2015Q1 20176
Hoese & Co LLP 660.01%0.02%0.02%Q3 2022Q4 20236
Round Table Services, LLC 660.04%0.05%0.06%Q2 2021Q3 20226
Campbell & CO Investment Adviser LLC 210.08%0.26%0.77%Q2 2015Q1 20236
SIPHRON CAPITAL MANAGEMENT /CA/ 663.51%3.74%3.89%Q2 2013Q3 20146
TREMBLANT CAPITAL GROUP 210.37%0.84%1.14%Q3 2016Q4 20186
1919 Investment Counsel, LLC 660.03%0.04%0.04%Q2 2013Q3 20146
SECURITY ASSET MANAGEMENT 420.13%0.26%0.65%Q3 2019Q1 20236
TimesSquare Capital Management, LLC 510.04%0.04%0.05%Q2 2013Q1 20176
ProVise Management Group, LLC 420.02%0.04%0.05%Q4 2018Q4 20226
Pine River Capital Management L.P. 310.01%0.01%0.02%Q4 2013Q4 20156
Snider Financial Group 330.09%0.56%1.31%Q3 2021Q3 20236
DELTEC ASSET MANAGEMENT LLC 420.16%0.44%0.60%Q3 2016Q3 20236
LOUNTZIS ASSET MANAGEMENT, LLC 660.01%0.01%0.02%Q2 2020Q3 20216
NOESIS CAPITAL MANGEMENT CORP 420.05%0.06%0.06%Q4 2021Q3 20236
SEI TRUST CO 660.35%0.41%0.47%Q2 2013Q3 20146
CADENCE CAPITAL MANAGEMENT LLC 420.03%0.21%0.37%Q1 2013Q2 20196
Stifel Trust Company, N.A. 660.02%0.02%0.02%Q2 2013Q3 20146
UBS OCONNOR LLC 210.00%0.24%0.73%Q2 2013Q1 20176
NinePointTwo Capital LLC 420.06%0.10%0.17%Q4 2021Q3 20236
BOGLE INVESTMENT MANAGEMENT L P /DE/ 660.93%1.03%1.21%Q2 2019Q3 20206
C2C Wealth Management, LLC 330.07%0.09%0.11%Q4 2021Q3 20236
Corsicana & Co. 661.21%1.52%1.72%Q2 2021Q3 20226
Heritage Investment Group, Inc. 330.06%0.10%0.18%Q1 2022Q3 20236
Odey Holdings Ltd 424.05%6.89%9.02%Q2 2021Q4 20226
Cornerstone Wealth Group, LLC 410.04%0.25%0.91%Q4 2021Q3 20236
TWINBEECH CAPITAL LP 310.06%0.64%1.32%Q1 2020Q3 20236
Foster Victor Wealth Advisors, LLC 660.03%0.04%0.04%Q2 2022Q3 20236
PUBLIC INVESTMENT FUND 661.21%1.43%1.60%Q2 2022Q3 20236
Jackson Hole Capital Partners, LLC 660.06%0.08%0.18%Q2 2022Q3 20236
INTECH INVESTMENT MANAGEMENT LLC 660.40%0.56%0.68%Q2 2022Q3 20236
Schubert & Co 660.02%0.03%0.03%Q4 2021Q1 20236
TORRAY INVESTMENT PARTNERS LLC 550.06%0.06%0.09%Q3 2022Q3 20235
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Wilmington Funds Management Corp 550.16%0.25%0.35%Q2 2013Q2 20145
HORIZON KINETICS ASSET MANAGEMENT LLC 320.01%0.01%0.01%Q2 2019Q4 20205
FORBES J M & CO LLP 320.03%0.08%0.17%Q4 2021Q3 20235
SPOT TRADING L.L.C. 220.08%0.14%0.19%Q2 2017Q3 20175
HighTower Trust Company, N.A. 320.06%0.06%0.07%Q4 2021Q1 20235
SECURITY NATIONAL BANK OF SO DAK 210.15%0.17%0.18%Q4 2021Q3 20235
STONERIDGE INVESTMENT PARTNERS LLC 410.53%1.50%2.52%Q1 2021Q4 20225
LYNCH & ASSOCIATES/IN 410.05%0.06%0.07%Q2 2022Q4 20235
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 550.18%0.20%0.23%Q4 2016Q4 20175
IRONWOOD INVESTMENT MANAGEMENT LLC 550.14%0.18%0.21%Q1 2016Q1 20175
OKABENA INVESTMENT SERVICES INC 410.01%0.01%0.01%Q4 2021Q2 20235
HIGHLAND CAPITAL MANAGEMENT LP 550.02%0.06%0.10%Q3 2017Q3 20185
RELIANCE TRUST CO 410.22%0.25%0.29%Q2 2013Q4 20145
Cadence Bank 550.14%0.17%0.19%Q3 2022Q3 20235
Legg Mason Asset Management (Japan) Co., Ltd. 411.01%1.27%1.82%Q2 2013Q4 20215
Bowling Portfolio Management LLC 320.10%0.21%0.33%Q3 2020Q3 20225
Polar Asset Management Partners Inc. 210.01%0.07%0.19%Q2 2017Q4 20215
FNY Managed Accounts LLC 210.03%0.26%0.86%Q2 2013Q1 20185
J. Goldman & Co LP 210.01%0.35%0.71%Q3 2016Q4 20225
Wilmington Trust Investment Management, LLC 550.19%0.21%0.24%Q2 2013Q2 20145
Sunnymeath Asset Management, Inc. 551.17%1.36%1.59%Q4 2015Q4 20165
CTC LLC 320.01%0.02%0.04%Q2 2013Q3 20235
NorthCoast Asset Management LLC 310.01%0.03%0.06%Q4 2014Q3 20215
COWEN INC. 210.00%0.03%0.09%Q1 2013Q1 20185
361 CAPITAL LLC 210.16%0.42%0.57%Q1 2016Q1 20205
Courage Miller Partners, LLC 320.08%0.15%0.21%Q4 2021Q3 20235
Hutchin Hill Capital, LP 410.01%0.08%0.22%Q2 2014Q2 20175
Hilltop Park Associates LLC 440.23%1.45%2.31%Q3 2013Q2 20145
Clear Harbor Asset Management, LLC 310.01%0.07%0.16%Q4 2019Q3 20235
Bluefin Trading, LLC 110.02%0.11%0.23%Q4 2014Q4 20195
Ground Swell Capital, LLC 210.11%1.33%4.42%Q2 2014Q2 20235
Alphadyne Asset Management LP 210.04%0.60%1.62%Q3 2022Q3 20235
Strategic Capital Group LLC 550.08%0.12%0.16%Q2 2013Q2 20145
Alta Advisers Ltd 550.30%0.33%0.36%Q3 2022Q3 20235
Crabel Capital Management, LLC 210.07%0.20%0.58%Q3 2019Q3 20215
Commonwealth Financial Services, LLC 410.01%0.13%0.47%Q4 2015Q3 20235
Wilmington Trust, National Association 550.14%0.15%0.15%Q2 2013Q2 20145
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 410.24%2.15%3.06%Q2 2018Q3 20235
Invictus RG Pte. Ltd. 320.02%0.15%0.30%Q3 2013Q3 20155
WealthStone, Inc. 410.00%0.24%0.38%Q2 2019Q1 20215
Corbenic Partners LLC 320.00%0.01%0.01%Q4 2019Q4 20215
OARSMAN CAPITAL, INC. 320.08%0.16%0.22%Q4 2021Q3 20235
Alaska Permanent Fund Corp 550.00%0.00%0.00%Q4 2021Q4 20225
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 550.06%0.40%0.89%Q3 2016Q3 20175
Trustees of Dartmouth College 550.03%0.04%0.05%Q4 2017Q4 20185
NumerixS Investment Technologies Inc 210.02%0.13%0.45%Q1 2015Q3 20195
ACCIDENT COMPENSATION CORP 550.28%0.55%0.96%Q4 2015Q4 20165
Farmers National Bank 320.02%0.03%0.06%Q4 2017Q2 20195
Lebenthal Asset Management, LLC 550.11%0.12%0.14%Q1 2016Q1 20175
Gupta Wealth Management LLC 550.21%0.23%0.26%Q1 2015Q1 20165
Park Avenue Institutional Advisers LLC 550.32%0.37%0.39%Q2 2015Q2 20165
Empirical Capital Management, LLC 221.36%5.00%12.37%Q3 2015Q3 20225
Sapphire Star Partners LP 320.81%1.10%1.22%Q3 2016Q4 20175
Optimal Asset Management, Inc. 550.03%0.04%0.06%Q3 2020Q3 20215
ANCORA FAMILY WEALTH ADVISORS, LLC 550.26%0.34%0.40%Q3 2015Q3 20165
Oliver Luxxe Assets LLC 550.05%0.74%0.95%Q1 2022Q1 20235
Kaizen Advisory, LLC 550.05%0.32%0.70%Q4 2017Q4 20185
Crescent Capital Consulting, LLC 550.01%0.02%0.02%Q4 2020Q4 20215
GRAYHAWK INVESTMENT STRATEGIES INC. 320.01%0.01%0.01%Q2 2022Q3 20235
PATTON FUND MANAGEMENT, INC. 550.76%1.03%1.28%Q2 2019Q2 20205
Sicart Associates LLC 410.05%0.09%0.11%Q2 2021Q3 20235
Blue Granite Capital, LLC 550.42%1.35%1.79%Q4 2016Q4 20175
Black Swift Group, LLC 210.01%0.21%0.43%Q2 2019Q2 20235
Affiance Financial, LLC 550.10%0.13%0.16%Q3 2022Q3 20235
Monument Capital Management 320.07%0.09%0.11%Q1 2022Q3 20235
FIDUCIENT ADVISORS LLC 410.05%0.29%0.50%Q4 2020Q3 20235
Athanor Capital, LP 320.02%0.47%0.85%Q3 2019Q4 20205
Aubrey Capital Management Ltd 551.83%2.12%2.50%Q3 2019Q3 20205
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 550.34%1.12%1.92%Q3 2022Q3 20235
Rheos Capital Works Inc. 410.27%0.72%0.96%Q2 2020Q3 20235
Machina Capital S.A.S. 110.40%0.82%1.71%Q2 2021Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.35%0.40%0.44%Q4 2018Q4 20195
Brand Asset Management Group, Inc. 550.00%0.00%0.00%Q1 2020Q1 20215
AIA Investment Management Private Ltd 550.05%0.10%0.14%Q3 2019Q3 20205
Cynosure Group, LLC 410.26%0.35%0.40%Q2 2019Q2 20235
Meridian Financial Partners LLC 320.14%0.21%0.34%Q1 2022Q3 20235
CM WEALTH ADVISORS LLC 410.05%0.16%0.39%Q2 2022Q3 20235
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 550.12%0.20%0.28%Q3 2022Q3 20235
Advisor OS, LLC 410.06%0.10%0.17%Q2 2020Q3 20235
Omega Financial Group, LLC 550.12%0.12%0.12%Q2 2022Q2 20235
Lake Point Wealth Management 310.00%0.00%0.00%Q4 2018Q2 20225
BLUE SQUARE ASSET MANAGEMENT, LLC 410.09%0.20%0.44%Q2 2020Q3 20225
Quilter Plc 410.00%0.01%0.01%Q4 2020Q3 20235
TRADITION ASSET MANAGEMENT LLC 550.52%0.60%0.72%Q2 2019Q2 20205
General Partner, Inc. 550.87%0.97%1.13%Q4 2022Q4 20235
WJ Wealth Management, LLC 320.16%0.18%0.21%Q2 2022Q3 20235
Sculati Wealth Management, LLC 550.14%0.70%1.02%Q3 2022Q3 20235
Aquatic Capital Management LLC 320.55%1.34%2.05%Q2 2022Q3 20235
Consolidated Planning Corp 410.03%0.32%0.44%Q3 2021Q3 20235
Sowa Financial Group, Inc. 550.03%0.03%0.03%Q4 2019Q4 20205
High Note Wealth, LLC 550.09%0.10%0.11%Q3 2022Q3 20235
Bordeaux Wealth Advisors LLC 550.29%0.30%0.34%Q3 2022Q3 20235
Oak Harvest Investment Services 550.15%0.20%0.29%Q3 2022Q3 20235
DCM Advisors, LLC 550.58%0.71%0.80%Q3 2021Q3 20225
BENNETT SELBY INVESTMENTS LP 550.13%0.17%0.23%Q4 2022Q4 20235
PEAK FINANCIAL ADVISORS LLC 411.45%1.75%2.42%Q4 2020Q3 20235
ARS Wealth Advisors, LLC 550.10%0.13%0.16%Q2 2020Q2 20215
Canvas Wealth Advisors, LLC 550.09%0.20%0.27%Q3 2022Q3 20235
Fortress Wealth Group, LLC 550.34%0.36%0.41%Q4 2021Q4 20225
SELDON CAPITAL LP 550.07%0.08%0.09%Q4 2021Q4 20225
US Asset Management LLC 210.06%0.07%0.08%Q3 2021Q1 20235
Heirloom Wealth Management 410.24%0.28%0.32%Q2 2022Q3 20235
ENZI WEALTH 550.27%0.30%0.35%Q3 2022Q3 20235
Delphia (USA) Inc. 320.17%0.31%0.45%Q4 2021Q2 20235
CoreCap Advisors, LLC 550.12%0.17%0.22%Q4 2021Q4 20225
Cassady Schiller Wealth Management, LLC 410.05%0.07%0.08%Q4 2021Q3 20235
Stone Asset Management Inc. 550.12%0.13%0.16%Q4 2021Q4 20225
China Universal Asset Management Co., Ltd. 551.12%1.30%1.51%Q3 2022Q3 20235
Scissortail Wealth Management, LLC 310.08%0.22%0.62%Q4 2021Q3 20235
S.C. Financial Services, Inc. 550.36%0.50%0.62%Q4 2021Q4 20225
Archvest Wealth Advisors, Inc. 210.17%0.20%0.24%Q1 2022Q3 20235
Paradigm Capital Management, LLC/NV 550.36%0.39%0.42%Q4 2021Q4 20225
Marion Wealth Management 550.09%0.11%0.13%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.03%0.03%0.03%Q4 2022Q4 20235
PROVENCE WEALTH MANAGEMENT GROUP 410.25%0.33%0.43%Q1 2022Q3 20235
Balboa Wealth Partners 550.79%0.87%0.97%Q3 2022Q3 20235
W.H. Cornerstone Investments Inc. 552.85%3.03%3.22%Q3 2022Q3 20235
Dakota Community Bank & Trust NA 550.54%0.64%0.70%Q3 2022Q3 20235
Patrick Mauro Investment Advisor, INC. 551.25%1.40%1.48%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.57%0.67%0.82%Q3 2022Q3 20235
Colonial Trust Co / SC 551.21%1.28%1.47%Q3 2022Q3 20235
WealthSpring Partners, LLC 551.12%1.68%2.07%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.25%0.43%0.61%Q4 2022Q4 20235
Compass Wealth Management LLC 550.45%0.50%0.55%Q4 2022Q4 20235
RAM Investment Partners, LLC 551.14%1.39%1.92%Q4 2022Q4 20235
ROMANO BROTHERS AND COMPANY 550.45%0.53%0.78%Q3 2022Q3 20235
Southland Equity Partners LLC 550.08%0.09%0.10%Q3 2022Q3 20235
FIRST HORIZON CORP 410.10%0.65%0.83%Q2 2013Q2 20215
LILLEY & CO 550.63%0.66%0.68%Q2 2013Q2 20145
VALLEY NATIONAL BANCORP 550.05%0.06%0.07%Q4 2013Q4 20145
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 410.11%0.13%0.15%Q4 2017Q3 20195
Capital Investment Services of America, Inc. 210.02%0.02%0.03%Q4 2021Q3 20235
PLANNING DIRECTIONS INC 320.15%0.16%0.18%Q3 2021Q3 20235
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
WILMINGTON TRUST CO 550.08%0.09%0.10%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.03%0.09%0.12%Q4 2016Q4 20175
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.20%0.23%0.28%Q1 2020Q1 20215
FourThought Financial Partners, LLC 441.36%1.45%1.60%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 440.16%0.16%0.16%Q4 2022Q3 20234
Capstone Financial Group, Inc. 440.05%0.06%0.07%Q4 2019Q3 20204
CHANNEL WEALTH LLC 440.65%0.84%1.08%Q1 2023Q4 20234
Passport Capital, LLC 210.01%0.09%0.15%Q1 2015Q4 20164
GlobalBridge, Inc. 440.26%0.32%0.37%Q2 2013Q1 20144
CIM, LLC 440.28%0.31%0.32%Q1 2022Q4 20224
Hoover Financial Advisors, Inc. 310.05%0.05%0.06%Q2 2020Q2 20214
Whelan Financial 440.12%0.13%0.15%Q4 2022Q3 20234
PREMIER ASSET MANAGEMENT LLC 441.38%1.78%2.03%Q1 2022Q4 20224
GoalFusion Wealth Management, LLC 310.15%0.17%0.19%Q1 2022Q4 20234
HOWARD WEALTH MANAGEMENT, LLC 310.05%0.17%0.22%Q4 2019Q3 20234
Dorsey Wright & Associates 210.05%0.32%0.52%Q1 2016Q4 20194
Engrave Wealth Partners LLC 310.04%0.05%0.06%Q4 2019Q3 20234
Aspen Grove Capital, LLC 440.14%0.57%0.76%Q4 2022Q3 20234
Schaeffer Financial LLC 440.71%0.78%0.87%Q4 2021Q3 20224
Fifth Third Wealth Advisors LLC 440.98%1.33%2.11%Q1 2023Q4 20234
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 210.00%0.02%0.04%Q2 2013Q3 20234
Valtinson Bruner Financial Planning LLC 220.11%0.12%0.13%Q4 2021Q3 20234
TOTAL INVESTMENT MANAGEMENT INC 310.04%0.08%0.11%Q4 2021Q1 20234
READYSTATE ASSET MANAGEMENT LP 220.03%0.04%0.04%Q2 2023Q3 20234
CarsonAllaria Wealth Management, Ltd. 440.01%0.01%0.01%Q4 2022Q3 20234
ALPHASIMPLEX GROUP, LLC 310.22%0.39%0.54%Q2 2020Q3 20214
PRW Wealth Management LLC 220.02%0.07%0.10%Q4 2018Q3 20234
PERKINS CAPITAL MANAGEMENT INC 220.15%0.18%0.21%Q4 2021Q3 20234
Portfolio Strategies Inc 220.06%0.08%0.11%Q4 2016Q4 20174
Shorepoint Capital Partners LLC 440.92%1.04%1.18%Q4 2022Q3 20234
N.E.W. Advisory Services LLC 440.04%0.04%0.04%Q2 2022Q1 20234
CHAPIN DAVIS, INC. 440.15%0.18%0.20%Q4 2022Q3 20234
Jupiter Investment Management Ltd 110.05%0.42%1.31%Q4 2014Q1 20204
Amida Capital Management II, LLC 440.24%0.58%1.05%Q1 2013Q4 20134
FCM INVESTMENTS/TX 440.07%0.08%0.09%Q2 2016Q1 20174
Menard Financial Group LLC 310.43%0.50%0.56%Q4 2019Q4 20204
Capital Directions Investment Advisors, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
Next Capital Management LLC 440.00%0.01%0.02%Q4 2018Q3 20194
Legato Capital Management LLC 440.26%0.29%0.32%Q4 2022Q3 20234
Integris Wealth Management, LLC 440.12%0.13%0.13%Q4 2022Q3 20234
Caldwell Investment Management Ltd. 310.96%1.51%2.07%Q3 2022Q3 20234
Chanos & Co LP 330.10%2.39%3.86%Q1 2015Q3 20154
Palouse Capital Management, Inc. 440.22%1.10%1.49%Q1 2021Q4 20214
Indices-Pac Research Corp. 440.20%0.42%0.74%Q2 2013Q1 20144
WORLDLY PARTNERS MANAGEMENT, LLC 4431.54%36.94%42.17%Q4 2022Q3 20234
Insight Wealth Strategies, LLC 310.04%0.10%0.28%Q4 2018Q1 20214
SAC Capital Advisors LP 440.03%0.05%0.05%Q2 2013Q1 20144
GTS SECURITIES LLC 220.03%0.29%0.72%Q2 2023Q3 20234
OLD MISSION CAPITAL LLC 210.00%0.03%0.08%Q3 2017Q3 20224
Winton Capital Management Ltd 440.27%0.37%0.42%Q2 2013Q1 20144
Hall Private Wealth Advisors 440.15%2.96%6.30%Q4 2022Q3 20234
SAXON INTERESTS, INC. 310.12%0.53%1.70%Q1 2022Q3 20234
DUALITY ADVISERS, LP 110.04%0.36%0.93%Q4 2019Q1 20234
SENTINEL ASSET MANAGEMENT, INC. 440.01%0.04%0.05%Q2 2013Q1 20144
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 440.01%0.02%0.07%Q4 2021Q3 20224
Stenahm Asset Managment Ltd 443.94%4.29%4.47%Q1 2021Q4 20214
LVM CAPITAL MANAGEMENT LTD/MI 440.03%0.06%0.12%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 210.02%0.06%0.14%Q4 2020Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.23%0.36%0.44%Q4 2020Q3 20214
Lloyd Advisory Services, LLC. 210.00%0.10%0.35%Q4 2019Q3 20234
WMG Financial Advisors, LLC 310.15%0.17%0.18%Q1 2022Q3 20234
RiverFront Investment Group, LLC 220.40%0.61%0.78%Q4 2008Q4 20154
OLD POINT TRUST & FINANCIAL SERVICES N A 310.05%0.10%0.12%Q4 2021Q2 20234
Nantahala Capital Management 221.72%2.39%2.79%Q2 2022Q3 20224
STRATEGIC WEALTH MANAGEMENT INC 220.00%0.32%0.65%Q1 2015Q3 20204
SWS Partners 210.02%0.34%0.72%Q4 2017Q3 20214
Ellenbecker Investment Group 440.08%0.08%0.08%Q4 2022Q3 20234
Navis Wealth Advisors, LLC 210.13%0.20%0.30%Q4 2020Q3 20234
BCR Wealth Strategies, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Cypress Capital, LLC 440.12%0.13%0.14%Q3 2021Q2 20224
WALL STREET ASSOCIATES 440.02%0.08%0.10%Q2 2013Q1 20144
Counsel Portfolio Services Inc. 440.13%0.15%0.17%Q1 2015Q4 20154
PayPay Securities Corp 440.20%0.34%0.52%Q4 2022Q3 20234
Integrity Advisory, LLC 440.28%0.31%0.37%Q1 2022Q4 20224
LifeSteps Financial, Inc. 440.56%0.63%0.69%Q4 2022Q3 20234
FIC CAPITAL INC 440.24%0.41%0.60%Q4 2016Q3 20174
AGF MANAGEMENT LTD 440.18%0.22%0.29%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.00%0.02%0.03%Q1 2010Q3 20234
Neo Ivy Capital Management 110.15%0.69%0.91%Q1 2019Q2 20214
Lloyd Park, LLC 442.54%4.91%7.62%Q4 2021Q3 20224
HELIOS CAPITAL MANAGEMENT PTE. LTD 442.37%4.07%5.60%Q4 2021Q3 20224
Sound Financial Strategies Group, LLC 440.22%0.39%0.84%Q4 2019Q3 20204
Enhancing Capital LLC 442.43%2.54%2.62%Q4 2021Q3 20224
WESTERN FINANCIAL Corp 310.24%0.80%1.09%Q4 2020Q3 20224
Crestline Management, LP 110.05%1.21%2.40%Q4 2019Q3 20224
Tandem Wealth Advisors LLC 440.25%0.28%0.32%Q4 2022Q3 20234
COMMUNITY TRUST & INVESTMENT CO 440.76%0.81%0.88%Q4 2022Q3 20234
Dorsal Capital Management, LP 444.39%5.17%6.47%Q1 2021Q4 20214
Resolute Advisors LLC 440.00%0.01%0.01%Q4 2020Q3 20214
Airain ltd 110.03%0.25%0.77%Q3 2013Q3 20164
CARILLON TOWER ADVISERS, INC. 440.03%0.06%0.08%Q1 2020Q4 20204
AVITY INVESTMENT MANAGEMENT INC. 220.02%0.02%0.03%Q4 2021Q3 20234
THAMES CAPITAL MANAGEMENT LLC 441.22%1.98%3.20%Q1 2020Q4 20204
Providence First Trust Co 440.23%1.37%2.09%Q3 2019Q2 20204
CFS, LLC 440.03%0.03%0.03%Q2 2013Q1 20144
Osher Van de Voorde Investment Management 440.10%0.12%0.12%Q4 2022Q3 20234
Vestpro Financial Partners, Inc. dba CPF Texas 440.64%0.72%0.78%Q4 2017Q3 20184
Life Planning Partners, Inc 440.18%0.18%0.19%Q4 2021Q3 20224
CLEAR STREET LLC 110.16%0.51%0.86%Q3 2022Q2 20234
ARS Investment Partners, LLC 440.86%0.95%1.02%Q4 2016Q3 20174
Detalus Advisors, LLC 220.10%0.10%0.11%Q4 2021Q3 20234
Cunning Capital Partners, LP 442.02%2.27%2.65%Q1 2020Q4 20204
Holocene Advisors, LP 110.01%0.51%1.82%Q1 2019Q2 20224
WELCH CAPITAL PARTNERS LLC/NY 310.04%0.97%1.32%Q2 2013Q1 20174
Bryn Mawr Capital Management, LLC 440.06%0.11%0.25%Q4 2022Q3 20234
LATHROP INVESTMENT MANAGEMENT CORP 440.17%0.18%0.21%Q4 2022Q3 20234
LGT Fund Management Co Ltd. 310.62%0.71%0.83%Q4 2021Q3 20234
Byrne Asset Management LLC 440.06%0.08%0.09%Q4 2022Q3 20234
Strategic Global Advisors, LLC 440.50%0.54%0.61%Q2 2022Q1 20234
BUILDER INVESTMENT GROUP INC /ADV 440.24%0.24%0.25%Q4 2022Q3 20234
Live Oak Investment Partners 440.01%0.01%0.02%Q4 2022Q3 20234
Meixler Investment Management, Ltd. 220.22%0.24%0.29%Q4 2021Q3 20234
CYPRESS CAPITAL MANAGEMENT LLC 440.08%0.09%0.11%Q4 2021Q3 20224
Fortis Group Advisors, LLC 310.05%0.17%0.41%Q3 2020Q3 20234
BLUEFIN CAPITAL MANAGEMENT, LLC 210.00%0.09%0.23%Q4 2020Q2 20224
Meeder Advisory Services, Inc. 440.34%0.36%0.38%Q4 2022Q3 20234
LOEB PARTNERS CORP 310.08%0.39%0.57%Q1 2015Q4 20184
Hapanowicz & Associates Financial Services, Inc 220.10%0.13%0.16%Q4 2021Q3 20234
Bullseye Investment Management, LLC 441.20%1.48%1.71%Q4 2022Q3 20234
Page Arthur B 220.16%0.19%0.23%Q4 2021Q3 20234
Gyon Technologies Capital Management, LP 310.00%0.20%0.32%Q3 2020Q4 20224
THORNBURG INVESTMENT MANAGEMENT INC 440.22%0.30%0.33%Q4 2022Q3 20234
Fullerton Fund Management Co Ltd. 440.05%0.22%0.55%Q2 2022Q1 20234
HENNESSY ADVISORS INC 310.02%0.13%0.17%Q4 2017Q4 20194
ABEILLE ASSET MANAGEMENT SA 440.71%1.48%1.78%Q1 2022Q4 20224
SECOR Capital Advisors, LP 220.00%0.20%0.64%Q2 2017Q3 20174
FT Options LLC 110.00%0.17%0.63%Q3 2016Q2 20174
AlphaCentric Advisors LLC 440.02%0.02%0.03%Q2 2020Q1 20214
SIENA CAPITAL LLC 440.03%0.19%0.68%Q4 2021Q3 20224
CALDWELL SUTTER CAPITAL, INC. 441.54%1.66%1.76%Q4 2022Q3 20234
Verity Asset Management, Inc. 440.21%0.22%0.25%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.06%0.07%0.09%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.06%0.12%0.15%Q4 2022Q3 20234
Paradigm Financial Advisors, LLC 310.04%0.06%0.08%Q2 2019Q4 20214
EFG Asset Management (Americas) Corp. 440.77%0.94%1.16%Q1 2021Q4 20214
EACHWIN CAPITAL, LP 442.81%3.09%3.37%Q4 2015Q3 20164
E&G Advisors, LP 440.06%0.06%0.07%Q3 2021Q2 20224
CASCADE INVESTMENT GROUP, INC. 440.73%0.78%0.86%Q4 2022Q3 20234
REDW Wealth LLC 440.15%0.19%0.20%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.10%0.10%0.11%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.27%0.30%0.33%Q4 2020Q3 20214
Sentinus, LLC 440.12%0.14%0.16%Q3 2022Q2 20234
STEEL GROVE CAPITAL ADVISORS, LLC 210.03%0.04%0.08%Q2 2015Q3 20234
First Capital Advisors Group, LLC. 210.00%0.15%0.28%Q1 2018Q2 20234
Waycross Investment Management Co 440.25%0.29%0.35%Q4 2022Q3 20234
RWQ Financial Management Services, Inc. 220.04%0.83%2.22%Q4 2020Q3 20234
Anfield Capital Management, LLC 310.07%0.10%0.17%Q4 2019Q4 20214
NIGHTVIEW CAPITAL, LLC 440.02%0.02%0.05%Q2 2022Q1 20234
Capital One Investing, Inc. 440.12%0.16%0.19%Q4 2018Q3 20194
First Western Capital Management Co 310.10%0.80%1.08%Q1 2015Q1 20164
Skye Global Management LP 310.08%0.12%0.17%Q1 2021Q3 20234
Alpha Square Group S LLC 441.98%2.20%2.65%Q1 2022Q4 20224
CATALYST FINANCIAL PARTNERS LLC 440.20%0.24%0.32%Q4 2022Q3 20234
Parker Investment Management, LLC 440.21%0.25%0.34%Q1 2016Q4 20164
Delap Wealth Advisory, LLC 440.29%0.38%0.43%Q4 2022Q3 20234
BARING ASSET MANAGEMENT Ltd 440.02%0.08%0.11%Q4 2016Q3 20174
Arbor Wealth Management, LLC 310.02%0.03%0.06%Q4 2018Q4 20214
Seaside Wealth Management, Inc. 310.12%0.13%0.15%Q3 2022Q3 20234
Daniel Devine & Co 441.26%1.40%1.56%Q3 2017Q2 20184
Carr Financial Group Corp 440.15%0.16%0.18%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.04%0.04%0.04%Q4 2022Q3 20234
Folger Hill Asset Management LP 110.07%0.32%0.68%Q4 2015Q1 20184
Index Fund Advisors, Inc. 440.30%0.44%0.76%Q4 2021Q3 20224
Perkins Investment Management, LLC 310.01%0.01%0.01%Q1 2015Q2 20164
Accurate Wealth Management, LLC 440.07%0.12%0.18%Q4 2022Q3 20234
OptiFour Integrated Wealth Management, LLC 310.17%0.19%0.20%Q4 2017Q4 20194
FORT PITT CAPITAL GROUP, LLC 310.01%0.02%0.03%Q1 2020Q2 20214
Pacific Sage Partners, LLC 441.05%1.08%1.14%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.16%0.18%0.19%Q4 2022Q3 20234
Saddle Road Partners, LLC 310.01%0.03%0.09%Q4 2015Q4 20164
INVICTUS PRIVATE WEALTH, LLC 443.05%3.15%3.28%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.18%0.22%0.24%Q4 2022Q3 20234
Strategic Capital Alternatives LLC 310.05%0.08%0.12%Q3 2014Q3 20154
Ruedi Wealth Management, Inc. 440.01%0.01%0.01%Q4 2022Q3 20234
NEW YORK LIFE TRUST CO 210.01%0.05%0.08%Q2 2013Q1 20174
Moss Adams Wealth Advisors LLC 440.16%0.19%0.22%Q4 2022Q3 20234
Arvest Bank Trust Division 440.01%0.01%0.02%Q4 2020Q3 20214
Vertex Planning Partners, LLC 440.11%0.12%0.15%Q4 2022Q3 20234
American Beacon Advisors, Inc. 441.07%1.24%1.34%Q4 2017Q3 20184
UNITED BANK 310.03%0.03%0.03%Q3 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.06%0.34%0.56%Q3 2021Q2 20234
ACUTE INVESTMENT ADVISORY, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Legacy Trust 441.58%1.66%1.78%Q4 2022Q3 20234
Dominguez Wealth Management Solutions, Inc. 440.25%0.26%0.28%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2014Q3 20154
Corient Private Wealth LLC 440.89%1.03%1.11%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.33%0.34%0.36%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.28%0.32%0.34%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.37%0.39%0.44%Q4 2022Q3 20234
Belvedere Trading LLC 110.00%0.00%0.01%Q4 2014Q4 20224
TCG Advisors, LP 440.00%0.10%0.21%Q1 2019Q4 20194
Ellsworth Advisors, LLC 221.29%1.55%1.80%Q2 2020Q2 20214
Taylor Frigon Capital Management LLC 440.64%0.69%0.79%Q4 2022Q3 20234
Giverny Capital 440.01%0.01%0.01%Q1 2022Q4 20224
Etesian Wealth Advisors, Inc. 442.40%2.51%2.69%Q4 2022Q3 20234
LINCLUDEN MANAGEMENT LTD 440.28%0.40%0.48%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.22%0.23%0.24%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.05%0.05%0.06%Q4 2018Q4 20194
Western Financial Corp/CA 440.68%0.88%1.02%Q4 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.03%0.10%0.13%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.41%0.50%0.57%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.63%0.68%0.71%Q4 2022Q3 20234
Thematics Asset Management 440.46%0.50%0.52%Q4 2022Q3 20234
RFP Financial Group LLC 440.08%0.46%0.63%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.14%0.50%0.76%Q4 2022Q3 20234
Slocum, Gordon & Co LLP 440.01%0.02%0.03%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.12%0.14%0.17%Q4 2022Q3 20234
Left Brain Wealth Management, LLC 441.77%1.88%1.98%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.22%0.25%0.29%Q4 2022Q3 20234
Blue Investment Partners LLC 440.19%0.23%0.26%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.19%0.20%0.21%Q4 2022Q3 20234
Gray Wealth Management Inc. 310.10%0.12%0.15%Q1 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 441.35%1.46%1.51%Q4 2022Q3 20234
Roberts Capital Advisors, LLC 441.03%1.20%1.34%Q4 2021Q3 20224
Prosperity Financial Group, Inc. 441.03%1.13%1.32%Q4 2022Q3 20234
Sharper & Granite LLC 440.37%0.39%0.40%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.28%0.34%0.42%Q4 2022Q3 20234
Meritas Wealth Management, LLC 440.22%0.23%0.24%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.32%0.72%1.37%Q4 2022Q3 20234
JDM Financial Group LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Shira Ridge Wealth Management 440.40%0.44%0.50%Q4 2022Q3 20234
Mainsail Financial Group, LLC 441.05%1.08%1.12%Q4 2022Q3 20234
Donald L. Hagan, LLC 440.85%0.90%0.99%Q4 2016Q3 20174
BEACON INVESTMENT ADVISORS LLC 442.25%2.34%2.48%Q4 2022Q3 20234
New Hampshire Trust 440.85%0.90%0.97%Q4 2022Q3 20234
Mountain Lake Investment Management LLC 440.79%0.93%1.13%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.07%0.12%0.17%Q4 2022Q3 20234
LAM GROUP, INC. 440.01%0.02%0.02%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.22%0.24%0.26%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.78%0.80%0.82%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 442.17%2.26%2.46%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.48%0.56%0.65%Q4 2022Q3 20234
Register Financial Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Olistico Wealth, LLC 440.95%1.00%1.04%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.59%1.12%2.62%Q4 2022Q3 20234
Schear Investment Advisers, LLC 442.04%2.18%2.30%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.16%1.05%1.44%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.14%0.14%0.15%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.09%0.10%0.11%Q4 2022Q3 20234
Jessup Wealth Management, Inc 441.44%1.56%1.76%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.16%0.17%0.19%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.27%0.29%0.32%Q4 2022Q3 20234
Altiora Financial Group, LLC 440.16%0.18%0.21%Q4 2022Q3 20234
Commonwealth Retirement Investments LLC 440.15%0.54%1.70%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.09%0.09%0.09%Q4 2022Q3 20234
CPA Asset Management LLC 440.28%0.42%0.49%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.01%0.01%0.01%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.38%0.44%0.51%Q4 2022Q3 20234
First County Bank /CT/ 441.16%1.38%1.62%Q4 2022Q3 20234
Great Waters Wealth Management 440.16%0.16%0.16%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
DOVER ADVISORS, LLC 440.41%0.43%0.49%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 441.22%1.30%1.35%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.44%0.52%0.58%Q4 2022Q3 20234
MRP Capital Investments, LLC 440.31%0.34%0.38%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
River Street Advisors LLC 440.96%1.00%1.06%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.43%0.53%0.62%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Core Wealth Partners LLC 441.11%1.24%1.37%Q4 2022Q3 20234
Hill Investment Group Partners, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Quarry LP 440.01%0.01%0.02%Q4 2022Q3 20234
STF Management LP 441.62%1.85%2.18%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.14%0.15%0.17%Q4 2022Q3 20234
Eley Financial Management, Inc 441.38%1.49%1.64%Q4 2022Q3 20234
Prossimo Advisors, LLC 442.08%3.98%5.33%Q4 2022Q3 20234
Owen LaRue, LLC 440.42%0.62%0.76%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.20%0.24%0.27%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.12%0.19%0.27%Q4 2022Q3 20234
VIAWEALTH, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Financial Freedom, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Clifford Group, LLC 440.30%0.32%0.34%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.20%0.21%0.23%Q4 2022Q3 20234
Zebra Capital Management LLC 440.18%0.20%0.22%Q3 2018Q2 20194
Park Edge Advisors, LLC 440.16%0.17%0.18%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.10%0.15%0.20%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.08%0.13%0.15%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.43%0.77%1.66%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.06%0.08%Q4 2022Q3 20234
Sonoma Private Wealth LLC 442.32%2.42%2.55%Q4 2022Q3 20234
Cassia Capital Partners, LLC 310.15%0.18%0.22%Q2 2021Q2 20224
Park Place Capital Corp 440.14%0.15%0.17%Q4 2022Q3 20234
BOS Asset Management, LLC 440.25%0.26%0.29%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 442.67%2.80%2.91%Q4 2022Q3 20234
CIC Wealth, LLC 440.78%0.81%0.85%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.88%0.92%0.98%Q4 2022Q3 20234
Massachusetts Wealth Management 441.29%1.31%1.35%Q4 2022Q3 20234
Li Winifred I 440.72%0.82%0.96%Q1 2014Q4 20144
True Wealth Design, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.08%0.09%0.12%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Talbot Financial, LLC 441.34%1.38%1.45%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 442.38%2.82%3.20%Q4 2022Q3 20234
Alpha Financial Partners, LLC 440.68%0.72%0.78%Q4 2022Q3 20234
Foundation Wealth Management, LLC 440.48%0.51%0.55%Q4 2022Q3 20234
Tillman Hartley LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Portside Wealth Group, LLC 220.01%0.06%0.11%Q2 2023Q3 20234
F&C Asset Management plc 440.21%0.22%0.23%Q2 2013Q1 20144
Colony Family Offices, LLC 440.55%0.60%0.66%Q2 2022Q1 20234
DDFG, Inc 440.08%0.09%0.09%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 449.47%10.19%10.92%Q4 2022Q3 20234
RESTON WEALTH MANAGEMENT LLC 310.10%0.11%0.12%Q4 2021Q3 20234
LBP AM SA 440.19%0.32%0.39%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.12%0.12%0.13%Q4 2022Q3 20234
PETRA FINANCIAL ADVISORS INC 440.24%0.25%0.26%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.96%1.05%1.14%Q4 2022Q3 20234
Hyperion Partners, LLC 440.36%0.38%0.40%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 440.54%0.59%0.64%Q4 2022Q3 20234
CenterStar Fund, LLC 110.01%0.04%0.08%Q4 2016Q4 20163
Signator Financial Services, Inc. 330.63%0.70%0.74%Q1 2013Q3 20133
BUCKINGHAM CAPITAL MANAGEMENT INC 330.33%0.48%0.58%Q2 2015Q4 20153
Portfolio Strategies, Inc. 330.01%0.02%0.02%Q4 2017Q2 20183
Andesa Financial Management Inc. 210.07%0.10%0.12%Q4 2021Q3 20223
CHASE INVESTMENT COUNSEL CORP 331.46%2.15%2.55%Q2 2013Q4 20133
COMPASS CAPITAL MANAGEMENT, INC 330.02%0.02%0.02%Q1 2023Q3 20233
Watson Rebecca 330.15%0.17%0.19%Q1 2020Q3 20203
DIXON HUBARD FEINOUR & BROWN INC/VA 331.09%1.14%1.19%Q4 2021Q2 20223
Blackhawk Capital Partners LLC. 330.01%0.01%0.01%Q4 2017Q2 20183
Granite Bay Wealth Management, LLC 330.43%0.50%0.63%Q1 2023Q3 20233
Fosun International Ltd 330.01%0.02%0.02%Q4 2018Q2 20193
ENGINE NO. 1 LLC 330.15%0.26%0.36%Q2 2021Q4 20213
Fortis Advisors, LLC 210.01%0.01%0.02%Q4 2019Q4 20203
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 330.09%0.10%0.11%Q1 2021Q3 20213
Spartan Planning & Wealth Management 110.09%0.11%0.13%Q1 2022Q3 20233
Brendel Financial Advisors LLC 330.12%0.24%0.39%Q2 2021Q4 20213
CURIAN CAPITAL LLC 210.01%0.02%0.02%Q2 2013Q3 20153
NIXON PEABODY TRUST CO 330.09%0.11%0.12%Q4 2021Q2 20223
Wolff Financial Management LLC 210.07%0.08%0.09%Q4 2021Q1 20233
STEADFAST CAPITAL MANAGEMENT LP 210.07%0.10%0.13%Q4 2019Q3 20203
BERRY GROUP, LLC 330.13%0.14%0.16%Q2 2020Q4 20203
Pluribus Labs, LLC 330.65%1.54%2.01%Q4 2021Q2 20223
Newman & Schimel, LLC 210.13%0.14%0.15%Q4 2021Q4 20223
Granite Investment Advisors, LLC 210.03%0.04%0.04%Q4 2020Q3 20213
WADDELL & ASSOCIATES, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
CAPITAL PERFORMANCE ADVISORS LLP 210.10%0.15%0.23%Q1 2022Q3 20233
Crescent Sterling, Ltd. 330.24%0.29%0.34%Q1 2023Q3 20233
EWA, LLC 330.34%0.39%0.46%Q1 2023Q3 20233
FNY Investment Advisers, LLC 110.06%0.17%0.35%Q4 2019Q3 20233
Stonehage Fleming (UK) Ltd 210.25%0.30%0.36%Q1 2015Q4 20153
AIGEN INVESTMENT MANAGEMENT, LP 210.26%0.65%0.96%Q1 2020Q4 20213
Hightower 6M Holding, LLC 330.16%0.20%0.29%Q1 2022Q3 20223
BIP Wealth, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
ALTA CAPITAL MANAGEMENT LLC/ 210.01%0.02%0.02%Q2 2015Q1 20183
Thor Advisors, LLC 110.43%0.80%1.05%Q1 2019Q1 20203
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.95%4.10%7.01%Q1 2017Q3 20183
MATRIX ASSET ADVISORS INC/NY 330.04%0.04%0.04%Q1 2023Q3 20233
Sterling Group Wealth Management, LLC 330.23%0.24%0.27%Q1 2023Q3 20233
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
VitalStone Financial, LLC 330.00%0.36%1.06%Q4 2022Q2 20233
MGO Private Wealth, LLC 210.17%0.18%0.20%Q3 2022Q3 20233
EverPoint Asset Management, LLC 110.00%0.26%0.56%Q3 2014Q4 20163
Gilbert & Cook, Inc. 210.04%0.04%0.04%Q1 2022Q3 20233
Lynch Asset Management, Inc. 330.52%0.54%0.56%Q1 2023Q3 20233
PECONIC PARTNERS LLC 111.03%3.24%4.72%Q1 2015Q3 20173
Heritage Wealth Partners, LLC 210.13%0.28%0.53%Q4 2022Q3 20233
WEST CHESTER CAPITAL ADVISORS, INC 330.84%0.95%1.07%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.04%0.04%0.04%Q4 2022Q3 20233
First Trust Capital Management L.P. 330.45%0.54%0.66%Q3 2018Q1 20193
qPULA Trading Management LP 210.51%0.93%1.31%Q1 2021Q1 20223
Glass Jacobson Investment Advisors llc 210.07%0.07%0.08%Q4 2022Q3 20233
Melvin Capital Management LP 110.80%1.36%2.08%Q1 2016Q3 20163
Argentus Capital Management, LLC 210.03%0.04%0.05%Q3 2015Q2 20163
Voleon Capital Management LP 110.89%2.47%3.81%Q4 2018Q2 20203
Brown Shipley& Co Ltd 330.01%0.02%0.04%Q1 2023Q3 20233
Geier Asset Management, Inc. 331.50%1.53%1.55%Q4 2020Q2 20213
UDINE WEALTH MANAGEMENT, INC. 210.21%0.35%0.47%Q4 2021Q2 20233
Nilsine Partners, LLC 330.90%0.96%1.04%Q1 2023Q3 20233
America First Investment Advisors, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
SWEENEY & MICHEL, LLC 330.57%0.60%0.62%Q1 2023Q3 20233
McGlone Suttner Wealth Management, Inc. 330.06%0.06%0.06%Q1 2023Q3 20233
JMAC ENTERPRISES LLC 330.07%0.13%0.19%Q1 2023Q3 20233
Callan Family Office, LLC 330.11%0.12%0.14%Q4 2022Q2 20233
All Terrain Financial Advisors, LLC 330.03%0.03%0.04%Q3 2019Q1 20203
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 330.05%0.05%0.06%Q2 2016Q4 20163
Divergent Wealth Advisors 330.01%0.01%0.01%Q1 2018Q3 20183
MANA Advisors LLC 210.20%0.63%1.10%Q4 2017Q2 20193
Ithaka Group 330.91%0.96%1.01%Q4 2020Q2 20213
TFB Advisors LLC 330.15%0.30%0.56%Q1 2023Q3 20233
SCP Investment, LP 335.17%8.16%10.59%Q4 2017Q2 20183
RiverPark Advisors, LLC 210.38%0.82%1.09%Q1 2020Q3 20233
Mayfair Advisory Group, LLC 210.21%0.24%0.29%Q3 2022Q3 20233
FIRST NEW YORK SECURITIES LLC /NY 210.00%0.00%0.00%Q4 2014Q2 20163
Destiny Capital Corp/CO 330.45%0.46%0.47%Q4 2022Q2 20233
HC Financial Advisors, Inc. 210.80%0.81%0.83%Q4 2017Q3 20183
Newport Wealth Strategies, Inc. 330.28%0.40%0.49%Q4 2017Q2 20183
EHP Funds Inc. 330.63%0.75%0.83%Q1 2022Q3 20223
Acorn Wealth Advisors, LLC 330.06%0.06%0.06%Q4 2017Q2 20183
Avalon Global Asset Management LLC 112.21%2.91%3.58%Q1 2016Q3 20233
SHERBROOKE PARK ADVISERS LLC 210.15%0.53%0.83%Q4 2022Q3 20233
Summit Place Financial Advisors, LLC 330.77%0.85%0.94%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.45%0.48%0.52%Q1 2023Q3 20233
EdgeRock Capital LLC 110.10%0.12%0.15%Q3 2022Q3 20233
Kelman-Lazarov, Inc. 330.02%0.02%0.03%Q2 2016Q4 20163
Asset Allocation & Management Company, LLC 330.08%0.12%0.17%Q3 2022Q1 20233
KHP Capital, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
LAU ASSOCIATES LLC 330.11%0.13%0.18%Q4 2018Q2 20193
Apertura Capital, LLC 211.84%6.34%13.76%Q4 2015Q2 20193
Silver Lake Advisory, LLC 210.10%0.11%0.11%Q4 2021Q2 20233
Jacobus Wealth Management, Inc. 210.03%0.03%0.03%Q4 2016Q3 20173
Strategic Family Wealth Counselors, L.L.C. 330.13%0.14%0.15%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.48%0.52%0.55%Q4 2021Q2 20223
Retirement Planning Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.02%0.03%Q3 2022Q1 20233
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Atomi Financial Group, Inc. 330.33%0.34%0.36%Q1 2023Q3 20233
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 330.02%1.02%1.54%Q1 2023Q3 20233
Townsend & Associates, Inc 330.06%0.09%0.11%Q1 2023Q3 20233
CCLA Investment Management 331.15%1.24%1.35%Q1 2023Q3 20233
CFS Investment Advisory Services, LLC 210.00%0.02%0.08%Q1 2022Q4 20223
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.13%0.14%0.15%Q2 2020Q4 20203
HALSEY ASSOCIATES INC/CT 330.03%0.06%0.09%Q1 2019Q3 20193
Allegiant Private Advisors, LLC 330.08%0.10%0.12%Q4 2020Q2 20213
Cape Investment Advisory, Inc. 330.05%0.06%0.06%Q1 2023Q3 20233
ADVANCE CAPITAL I INC 330.14%0.25%0.39%Q2 2013Q4 20133
Financial Advantage, Inc. 330.01%0.01%0.01%Q2 2013Q4 20133
FORT PITT CAPITAL GROUP INC 330.03%0.03%0.04%Q2 2013Q4 20133
Whitegate Investment Counselors, Inc. 330.03%0.04%0.06%Q1 2021Q3 20213
Lighthouse Financial Advisors, Inc. 210.08%0.08%0.08%Q4 2019Q4 20203
LaSalle St. Investment Advisors, LLC 330.33%0.35%0.37%Q1 2023Q3 20233
Hitchwood Capital Management LP 110.99%1.12%1.26%Q4 2015Q1 20193
James J. Burns & Company, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
MONUMENTAL FINANCIAL GROUP INC. 210.46%0.67%0.78%Q1 2021Q1 20233
MORGENS WATERFALL VINTIADIS & CO INC 210.38%1.45%3.21%Q2 2017Q1 20203
Garrison Asset Management, LLC 330.12%0.17%0.24%Q1 2023Q3 20233
MD Financial Management Inc. 330.07%0.08%0.09%Q2 2021Q4 20213
Alcosta Capital Management, Inc. 332.59%2.75%2.85%Q1 2022Q3 20223
Grey Street Capital, LLC 330.21%0.22%0.24%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.04%0.07%0.09%Q1 2023Q3 20233
RIVERSEDGE ADVISORS, LLC 330.09%0.10%0.13%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.41%0.55%0.69%Q1 2023Q3 20233
Independent Portfolio Consultants, Inc. 210.00%0.00%0.00%Q4 2014Q4 20163
Advisors Preferred, LLC 110.01%0.27%0.68%Q4 2019Q2 20233
MKD WEALTH COACHES, LLC 330.05%0.05%0.05%Q4 2018Q2 20193
Michael & Susan Dell Foundation 332.79%3.87%5.56%Q1 2019Q3 20193
Ruggaard & Associates LLC 330.30%0.31%0.32%Q1 2023Q3 20233
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 330.26%0.94%1.89%Q1 2018Q3 20183
NTB Financial Corp 331.30%1.36%1.41%Q4 2021Q2 20223
Austin Private Wealth, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
AXQ CAPITAL, LP 330.20%0.41%0.70%Q1 2023Q3 20233
Imprint Wealth LLC 330.25%0.33%0.40%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 331.95%2.11%2.29%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.23%0.23%0.24%Q1 2023Q3 20233
PFG Investments, LLC 330.74%0.78%0.82%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.02%0.06%0.09%Q1 2023Q3 20233
EMERSON INVESTMENT MANAGEMENT, LLC 330.85%0.97%1.11%Q3 2015Q1 20163
Pine Valley Investments Ltd Liability Co 330.36%0.37%0.39%Q1 2023Q3 20233
Redwood Investment Management, LLC 110.03%0.08%0.11%Q4 2021Q3 20233
EVEXIA WEALTH LLC 332.49%2.84%3.55%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 331.04%1.06%1.11%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.16%0.18%0.21%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.21%0.23%0.26%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.90%1.01%1.16%Q1 2023Q3 20233
Frank, Rimerman Advisors LLC 330.20%0.23%0.25%Q3 2021Q1 20223
OFI INVEST ASSET MANAGEMENT 330.51%1.45%2.03%Q1 2023Q3 20233
Latitude Advisors, LLC 330.10%0.11%0.12%Q3 2021Q1 20223
Findlay Park Partners LLP 330.43%0.44%0.46%Q1 2023Q3 20233
ASCEND CAPITAL, LLC 110.05%0.49%0.77%Q2 2016Q2 20183
Fulcrum Asset Management LLP 330.38%0.74%0.92%Q2 2020Q4 20203
Smith Group Asset Management, LLC 332.07%2.56%3.00%Q3 2021Q1 20223
Nalls Sherbakoff Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Montis Financial, LLC 210.14%0.15%0.16%Q1 2022Q3 20233
Hosking & Co Ltd 332.32%2.43%2.55%Q4 2014Q2 20153
SOUTH GEORGIA CAPITAL, LLC 210.10%1.01%2.04%Q2 2014Q1 20153
JFG Wealth Management, LLC 210.10%0.20%0.41%Q4 2020Q4 20213
Voit & Company, LLC 331.72%1.92%2.10%Q1 2020Q3 20203
Sensible Financial Planning & Management, LLC. 330.01%0.01%0.01%Q1 2016Q3 20163
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.02%Q1 2023Q3 20233
Amtrust Financial Services, Inc. 210.58%1.63%2.18%Q1 2019Q3 20213
Strategic Financial Concepts, LLC 330.20%0.21%0.21%Q1 2023Q3 20233
GLG Partners LP 210.01%0.50%0.75%Q4 2016Q4 20173
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.00%0.00%Q4 2021Q4 20223
Bridgewater Advisors Inc. 331.71%1.98%2.22%Q4 2013Q2 20143
Corton Capital Inc. 330.21%0.28%0.35%Q1 2023Q3 20233
F/M Investments LLC 210.16%0.17%0.18%Q1 2022Q3 20233
WCG Wealth Advisors LLC 220.01%0.03%0.04%Q2 2022Q3 20223
Sather Financial Group Inc 330.02%0.02%0.02%Q4 2022Q2 20233
Peak Capital Management LLC 210.15%0.24%0.36%Q2 2017Q2 20183
Accretive Wealth Partners, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
KFG WEALTH MANAGEMENT, LLC 330.18%0.24%0.28%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
ELEMENT POINTE ADVISORS, LLC 330.06%0.08%0.09%Q2 2021Q4 20213
Financial Gravity Companies, Inc. 210.00%0.07%0.11%Q4 2017Q4 20183
Highwater Wealth Management, LLC 330.74%1.38%1.73%Q3 2016Q1 20173
COWA, LLC 210.01%0.01%0.02%Q4 2020Q3 20223
Crow Point Partners, LLC 330.01%0.03%0.06%Q3 2017Q1 20183
Bellwether Investment Group, LLC 210.04%0.07%0.10%Q2 2016Q1 20173
Carmel Capital Partners, LLC 330.19%0.27%0.44%Q1 2023Q3 20233
Summit Financial Strategies, Inc. 210.04%0.05%0.06%Q3 2021Q3 20233
Coury Firm Asset Management LLC 330.30%0.34%0.38%Q1 2023Q3 20233
CORNERSTONE CAPITAL MANAGEMENT LLC 330.97%1.34%1.57%Q1 2014Q3 20143
Ionic Capital Management LLC 110.31%0.63%1.04%Q1 2017Q3 20203
Headlands Technologies LLC 210.31%1.12%1.74%Q4 2022Q3 20233
Draper Asset Management, LLC 210.29%0.51%0.66%Q4 2022Q3 20233
Provident Investment Management, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Stamos Capital Partners, L.P. 210.08%0.27%0.64%Q1 2020Q3 20223
Strata Wealth Advisors, LLC 210.33%1.02%1.38%Q4 2022Q3 20233
Bramshill Investments, LLC 210.00%0.00%0.00%Q3 2018Q2 20223
GLG INC. 330.10%0.11%0.13%Q2 2013Q4 20133
GENERAL ELECTRIC CO 330.01%0.01%0.01%Q2 2013Q4 20133
Aletheian Wealth Advisors LLC 330.55%0.60%0.62%Q2 2023Q4 20233
WNY Asset Management, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Atlas Principals, LLC 331.07%1.52%1.79%Q1 2021Q3 20213
Avalon Trust Co 330.10%0.10%0.12%Q1 2023Q3 20233
Marathon Trading Investment Management LLC 110.02%0.04%0.06%Q4 2017Q3 20213
Hutner Daniel Ellsworth 333.14%3.40%3.67%Q4 2015Q2 20163
BECK CAPITAL MANAGEMENT, LLC 210.08%0.31%0.44%Q4 2015Q4 20193
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.01%0.01%0.01%Q2 2017Q4 20173
Taikang Asset Management (Hong Kong) Co Ltd 330.54%0.69%0.92%Q1 2023Q3 20233
VALLEY FORGE ASSET MANAGEMENT, LLC 221.34%1.35%1.37%Q3 2015Q4 20152
Tennessee Valley Asset Management Partners 220.06%0.06%0.06%Q4 2020Q1 20212
InTrack Investment Management Inc 220.28%0.28%0.28%Q4 2022Q1 20232
INCEPTIONR LLC 110.26%0.42%0.58%Q1 2023Q3 20232
Robbins Farley 110.01%0.01%0.01%Q4 2020Q1 20222
SevenOneSeven Capital Management 221.09%1.85%2.60%Q4 2020Q1 20212
Milestone Advisory Partners 220.14%0.15%0.16%Q4 2021Q1 20222
Alpha Paradigm Partners, LLC 220.06%0.20%0.34%Q1 2021Q2 20212
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.18%0.19%0.21%Q4 2020Q1 20232
Scarborough Advisors, LLC 220.05%0.06%0.07%Q2 2023Q3 20232
Davis Capital Management 220.75%0.84%0.92%Q1 2020Q2 20202
Taal Capital Management LP 224.93%5.22%5.51%Q1 2020Q2 20202
Spotlight Asset Group, Inc. 220.10%0.10%0.10%Q2 2023Q3 20232
Concentric Capital Strategies, LP 110.19%0.53%0.87%Q2 2022Q3 20232
Dantai Capital Ltd 221.72%4.02%6.31%Q2 2023Q3 20232
Cadent Capital Advisors, LLC 110.00%0.45%0.90%Q4 2022Q4 20222
BOULDER HILL CAPITAL MANAGEMENT LP 110.55%1.03%1.51%Q2 2022Q3 20232
Summit Wealth Group, LLC 220.02%0.06%0.11%Q1 2021Q2 20212
Optiver Holding B.V. 110.01%0.01%0.02%Q4 2022Q2 20232
Deuterium Capital Management, LLC 220.99%1.38%1.77%Q4 2022Q1 20232
Bridgewealth Advisory Group, LLC 220.32%0.34%0.37%Q2 2023Q3 20232
AMJ Financial Wealth Management 220.54%1.33%2.11%Q2 2023Q3 20232
Meadow Creek Wealth Advisors LLC 220.24%0.24%0.24%Q4 2021Q1 20222
QUANTITATIVE VALUE TECHNOLOGIES, LLC 222.64%2.89%3.14%Q1 2021Q2 20212
Beacon Financial Advisory LLC 220.09%0.10%0.10%Q4 2021Q1 20222
OPTIONS SOLUTIONS, LLC 220.58%0.61%0.63%Q2 2023Q3 20232
Wescott Financial Advisory Group, LLC 220.06%0.09%0.12%Q4 2021Q1 20222
Nebula Research & Development LLC 110.37%0.37%0.37%Q1 2023Q3 20232
Newport Capital Group, LLC 220.52%0.81%1.10%Q1 2023Q2 20232
Jacobsen Capital Management 220.13%0.14%0.16%Q2 2023Q3 20232
Legend Financial Advisors, Inc. 220.02%0.02%0.02%Q3 2022Q4 20222
CenterBook Partners LP 220.13%0.14%0.16%Q1 2022Q2 20222
PENOBSCOT WEALTH MANAGEMENT 220.17%0.18%0.19%Q4 2021Q1 20222
Astoria Strategic Wealth, Inc. 220.07%0.08%0.08%Q2 2023Q3 20232
CPR Investments Inc. 220.47%0.49%0.51%Q4 2021Q1 20222
ROVIN CAPITAL /UT/ /ADV 220.23%0.26%0.29%Q4 2019Q1 20202
SYMONS CAPITAL MANAGEMENT INC 221.98%2.15%2.32%Q1 2021Q2 20212
New World Advisors LLC 110.10%0.26%0.43%Q2 2021Q1 20232
BROGAN FINANCIAL, INC. 220.17%0.18%0.19%Q2 2023Q3 20232
MARYLAND CAPITAL ADVISORS INC. 220.01%0.01%0.01%Q2 2022Q3 20222
ERTS Wealth Advisors, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Ferguson Shapiro LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Greenland Capital Management LP 110.02%0.03%0.04%Q3 2023Q3 20232
T. Rowe Price Investment Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.08%0.08%0.08%Q1 2023Q3 20232
Susquehanna International Group Ltd. 110.10%0.12%0.13%Q1 2021Q3 20212
Bernardo Wealth Planning LLC 220.12%0.12%0.12%Q3 2020Q4 20202
Advisory Resource Group 110.19%0.22%0.24%Q2 2020Q3 20232
SURIENCE PRIVATE WEALTH LLC 113.22%5.27%7.31%Q4 2022Q3 20232
Alpha Quant Advisors, LLC 220.02%0.14%0.25%Q4 2018Q1 20192
Mill Capital Management, LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Pasadena Private Wealth, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
MQS Management LLC 220.35%0.37%0.39%Q3 2022Q4 20222
Black Diamond Financial, LLC 110.06%0.07%0.07%Q1 2022Q3 20232
BlackDiamond Wealth Management, LLC 220.20%0.22%0.23%Q2 2023Q3 20232
JDC-JSC L.P. 112.90%4.55%6.21%Q1 2020Q3 20202
Oak Thistle LLC 220.12%0.43%0.74%Q4 2022Q1 20232
Buttonwood Financial Advisors Inc. 220.33%0.45%0.57%Q2 2023Q3 20232
All Season Financial Advisors, Inc. 220.28%0.33%0.37%Q2 2022Q3 20222
CYNOSURE ADVISORS, LLC 220.10%0.11%0.12%Q1 2018Q2 20182
Bowman & Co S.C. 220.17%0.17%0.17%Q4 2021Q1 20222
Pathway Financial Advisors LLC 220.01%0.01%0.01%Q1 2018Q2 20182
LOCKERMAN FINANCIAL GROUP, INC. 220.60%0.60%0.61%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.14%0.15%0.16%Q4 2021Q1 20222
Wells Trecaso Financial Group, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Campbell Wealth Management 110.01%0.03%0.04%Q2 2020Q2 20232
Wealth Alliance Advisory Group, LLC 220.16%0.17%0.18%Q1 2022Q2 20222
USAdvisors Wealth Management, LLC 110.11%0.11%0.11%Q1 2021Q3 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.15%0.15%0.16%Q2 2023Q3 20232
Financial Connections Group, Inc. 220.00%0.01%0.02%Q3 2022Q4 20222
Fortress Wealth Management, Inc. 220.18%0.20%0.22%Q4 2021Q1 20222
Waterloo Capital, L.P. 220.10%0.13%0.16%Q2 2023Q3 20232
Biechele Royce Advisors 220.10%0.10%0.10%Q2 2023Q3 20232
RETIREMENT INCOME SOLUTIONS, INC 220.06%0.06%0.06%Q2 2023Q3 20232
Holistic Financial Partners 220.04%0.04%0.04%Q4 2017Q1 20182
Port Capital LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Bridgefront Capital, LLC 220.30%0.35%0.41%Q1 2022Q2 20222
One Wealth Advisors, LLC 220.02%0.16%0.30%Q3 2022Q4 20222
Nauset Wealth Management. LLC 220.17%0.18%0.20%Q4 2021Q1 20222
Fluent Financial, LLC 220.51%0.57%0.63%Q2 2023Q3 20232
Sturgeon Ventures LLP 111.01%1.38%1.76%Q1 2020Q3 20222
GQ Asset Management, LLC 220.44%0.50%0.57%Q4 2019Q1 20202
CHARTWELL INVESTMENT PARTNERS/PA 220.02%0.02%0.02%Q4 2013Q1 20142
Haafor (Singapore) Pte. Ltd. 110.45%0.45%0.45%Q1 2020Q4 20202
QUATTRO FINANCIAL ADVISORS LLC 220.03%2.04%4.05%Q3 2018Q4 20182
Ridgewood Investments LLC 220.07%0.07%0.07%Q1 2023Q2 20232
BIVIN & ASSOCIATES, INC. 220.01%0.01%0.01%Q4 2021Q1 20222
Mid-American Wealth Advisory Group, Inc. 110.40%0.46%0.52%Q1 2022Q2 20232
Narus Financial Partners, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Financial Advisors Network, Inc. 110.02%0.04%0.06%Q4 2016Q3 20232
PIER 88 INVESTMENT PARTNERS LLC 220.00%0.00%0.00%Q2 2017Q3 20172
True Capital Management 220.29%0.30%0.30%Q4 2022Q1 20232
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q4 2021Q3 20232
Beirne Wealth Consulting Services, LLC 220.14%0.15%0.15%Q3 2020Q4 20202
Premia Global Advisors, LLC 110.20%0.25%0.30%Q1 2018Q1 20192
Shepherd Financial Partners LLC 220.14%0.21%0.28%Q2 2023Q3 20232
NORTHWEST WEALTH MANAGEMENT, LLC 220.03%0.03%0.03%Q1 2018Q2 20182
PERISCOPE CAPITAL INC. 220.02%0.02%0.02%Q4 2021Q1 20222
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.01%0.01%0.02%Q2 2023Q3 20232
AustralianSuper Pty Ltd 110.01%0.03%0.06%Q1 2023Q3 20232
Symmetry Investments LP 110.07%0.34%0.62%Q3 2021Q3 20232
Security Financial Services, INC. 220.06%0.06%0.06%Q2 2023Q3 20232
Per Stirling Capital Management, LLC. 220.04%0.05%0.05%Q2 2023Q3 20232
O'Brien Wealth Partners LLC 110.01%0.01%0.01%Q1 2018Q3 20182
Arthur Zaske & Associates, LLC 222.75%3.64%4.54%Q3 2016Q4 20162
Montz Harcus Wealth Management LLC 220.18%0.19%0.21%Q2 2023Q3 20232
Pinz Capital Management, LP 220.02%0.17%0.33%Q4 2019Q1 20202
CGOV Asset Management 220.02%0.02%0.03%Q3 2016Q4 20162
iSAM Funds (UK) Ltd 111.07%1.27%1.48%Q1 2023Q3 20232
Strengthening Families & Communities, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Delphi Private Advisors LLC 110.00%0.00%0.01%Q4 2015Q2 20192
West Wealth Group, LLC 110.08%0.09%0.09%Q1 2022Q3 20232
FSC Wealth Advisors, LLC 220.07%0.07%0.08%Q2 2022Q3 20222
Pinnacle Family Advisors, LLC 220.21%0.24%0.27%Q1 2020Q2 20202
StellarOne CORP 220.02%0.02%0.02%Q2 2013Q3 20132
Emerald Acquisition Ltd. 220.16%0.16%0.16%Q2 2016Q3 20162
Well Done, LLC 110.03%0.03%0.03%Q1 2018Q4 20182
Exane Asset Management 110.05%2.09%4.13%Q4 2018Q2 20202
Drake & Associates, LLC 220.35%0.38%0.42%Q2 2023Q3 20232
Catalyst Wealth Management, LLC 220.30%0.31%0.32%Q4 2022Q1 20232
CAPITAL INSIGHT PARTNERS, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
DecisionPoint Financial, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
St. Louis Trust Co 220.08%0.08%0.09%Q4 2017Q1 20182
Econ Financial Services Corp 220.08%0.08%0.08%Q4 2021Q1 20222
LFS ASSET MANAGEMENT 220.16%0.20%0.24%Q2 2022Q3 20222
PT ASSET MANAGEMENT, LLC 110.40%0.55%0.71%Q4 2017Q4 20172
COOPER/HAIMS ADVISORS, LLC 220.16%0.21%0.26%Q4 2020Q1 20212
Pensionmark Financial Group, LLC 110.04%0.04%0.04%Q1 2022Q3 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.08%0.08%0.08%Q2 2021Q3 20212
Relative Value Partners Group, LLC 110.02%0.04%0.06%Q1 2022Q3 20232
RAIFF PARTNERS INC 111.79%5.50%9.21%Q1 2016Q2 20172
Fiera Capital Inc. 220.13%0.13%0.14%Q2 2013Q3 20132
Lavaca Capital LLC 220.02%0.02%0.02%Q4 2018Q1 20192
GUIDANCE CAPITAL, INC 220.30%0.31%0.32%Q2 2023Q3 20232
US FINANCIAL ADVISORS, LLC 220.01%0.03%0.05%Q4 2015Q1 20162
BROOKTREE CAPITAL MANAGEMENT 220.08%0.09%0.10%Q4 2019Q1 20202
Fortune Financial Advisors, LLC 220.21%0.23%0.24%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.09%0.10%0.10%Q3 2022Q4 20222
Semus Wealth Partners LLC 220.19%0.20%0.20%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.12%0.12%0.12%Q4 2022Q1 20232
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.01%0.01%Q4 2018Q4 20222
Atlas Wealth Partners, LLC 110.59%0.92%1.24%Q4 2022Q2 20232
ShearLink Capital, LLC 223.72%5.54%7.35%Q3 2016Q4 20162
Price Capital Management, Inc. 110.45%0.73%1.02%Q1 2015Q3 20152
Milestone Investment Advisors LLC 110.18%0.18%0.18%Q1 2023Q3 20232
25 LLC 220.03%0.03%0.03%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.94%1.51%2.08%Q2 2023Q3 20232
Values Added Financial LLC 220.60%0.60%0.61%Q2 2023Q3 20232
TITLEIST ASSET MANAGEMENT, LLC 220.17%0.18%0.19%Q2 2023Q3 20232
ORG Partners LLC 220.20%0.28%0.36%Q2 2023Q3 20232
Nemes Rush Group LLC 220.08%0.08%0.08%Q2 2023Q3 20232
ELEVATUS WELATH MANAGEMENT 220.16%0.22%0.29%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
UNION SAVINGS BANK 220.91%0.96%1.01%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.26%0.27%0.28%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.49%0.56%0.63%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.66%0.68%0.70%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 220.27%0.28%0.29%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.02%0.02%0.02%Q2 2023Q3 20232
PFW Advisors LLC 220.54%0.56%0.57%Q2 2023Q3 20232
New Republic Capital, LLC 220.16%0.17%0.18%Q2 2023Q3 20232
INVESCO, LLC 222.41%2.52%2.62%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 221.75%1.80%1.85%Q2 2023Q3 20232
INSPIRION WEALTH ADVISORS, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
CGC Financial Services, LLC 220.15%0.17%0.18%Q2 2023Q3 20232
Exchange Bank 220.43%0.44%0.44%Q2 2023Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 220.06%0.06%0.07%Q4 2021Q1 20222
Insight Wealth Partners, LLC 220.08%0.12%0.17%Q4 2021Q1 20222
Crawford Lake Capital Management, LLC 111.37%2.25%3.14%Q1 2022Q1 20222
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q3 20132
FolioMetrix LLC 220.26%0.26%0.27%Q1 2015Q2 20152
RIVERPARK CAPITAL MANAGEMENT LLC 221.35%1.52%1.68%Q2 2023Q3 20232
Taylor Wealth Management Partners 220.02%0.02%0.02%Q1 2015Q2 20152
MEYER HANDELMAN CO 220.01%0.02%0.04%Q2 2023Q3 20232
Lighthouse Investment Partners, LLC 220.60%0.62%0.64%Q2 2023Q3 20232
Pictet North America Advisors SA 220.03%0.04%0.04%Q2 2023Q3 20232
Tyvor Capital LLC 115.55%7.43%9.31%Q3 2015Q1 20182
HORIZON BANCORP INC /IN/ 220.02%0.10%0.17%Q2 2023Q3 20232
Junto Capital Management LP 112.79%3.43%4.06%Q1 2016Q2 20202
Elkhorn Investments, LLC 220.83%0.88%0.93%Q1 2017Q2 20172
TAM Capital Management Inc. 224.90%7.05%9.21%Q2 2017Q3 20172
STIFEL NICOLAUS & CO INC \MO\ 220.17%0.18%0.19%Q2 2013Q3 20132
Detwiler Fenton Investment Management LLC 110.24%0.91%1.58%Q1 2015Q4 20152
Private Capital Management, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
MRA Associates USA LLC 220.18%0.25%0.33%Q2 2019Q3 20192
New England Private Wealth Advisors LLC 220.05%0.06%0.06%Q2 2019Q3 20192
East Coast Asset Management, LLC. 220.00%0.00%0.00%Q4 2012Q1 20132
Camelot Portfolios, LLC 220.23%0.25%0.27%Q2 2023Q3 20232
Paragon Capital Management Ltd 110.01%0.05%0.08%Q4 2021Q3 20232
Advocacy Wealth Management Services, LLC 110.01%0.08%0.15%Q3 2013Q4 20152
Ergoteles LLC 110.01%0.03%0.04%Q4 2021Q2 20222
Antonetti Capital Management LLC 220.01%0.01%0.01%Q1 2014Q2 20142
FNY Partners Fund LP 220.00%0.01%0.01%Q4 2016Q1 20172
Thomasville National Bank 220.02%0.02%0.02%Q2 2023Q3 20232
STRATTON MANAGEMENT CO 220.04%0.04%0.05%Q3 2015Q4 20152
Visionary Asset Management, Inc. 110.06%0.07%0.08%Q4 2017Q3 20182
Family Management Corp 220.10%0.10%0.11%Q2 2023Q3 20232
PICTON MAHONEY ASSET MANAGEMENT 220.50%0.54%0.58%Q2 2013Q3 20132
Mawer Investment Management Ltd. 220.06%0.10%0.14%Q2 2013Q3 20132
Duquesne Family Office 222.43%3.20%3.96%Q3 2014Q4 20142
Banco BTG Pactual S.A. 110.07%0.11%0.14%Q2 2021Q1 20222
New England Investment & Retirement Group, Inc. 220.36%0.40%0.45%Q3 2020Q4 20202
Silverleafe Capital Partners, LLC 220.14%0.14%0.15%Q4 2018Q1 20192
Parametrica Management Ltd 110.23%0.68%1.12%Q3 2016Q1 20202
Rotella Capital Management, Inc. 110.31%0.35%0.39%Q3 2013Q1 20152
AKUNA SECURITIES LLC 220.00%0.00%0.00%Q2 2022Q3 20222
FDO Partners, LLC 220.11%0.30%0.48%Q2 2017Q3 20172
MARSHALL WACE ASIA Ltd 110.06%0.06%0.07%Q1 2017Q1 20202
Reliant Investment Management, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Wharton Business Group, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Hall Kathryn A. 220.07%0.08%0.09%Q4 2014Q1 20152
Odey Asset Management LLP 220.97%1.57%2.16%Q2 2023Q3 20232
Gateway Advisory, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
SeaTown Holdings Pte. Ltd. 220.92%1.09%1.26%Q3 2022Q4 20222
Kepos Capital LP 110.27%0.35%0.43%Q4 2017Q2 20182
Crystal Rock Capital Management 221.44%1.46%1.49%Q1 2017Q2 20172
SRB CORP 220.11%0.12%0.13%Q1 2021Q2 20212
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 220.06%0.06%0.06%Q2 2019Q3 20192
SPHERA FUNDS MANAGEMENT LTD. 220.39%0.66%0.92%Q4 2013Q1 20142
TD Capital Management LLC 110.00%0.00%0.00%Q3 2017Q3 20232
Van Cleef Asset Management,Inc 220.03%0.04%0.04%Q2 2023Q3 20232
BBVA USA 220.24%0.26%0.27%Q2 2021Q3 20212
York Capital Management Global Advisors, LLC 220.05%0.13%0.20%Q2 2021Q3 20212
Greystone Managed Investments Inc. 220.31%0.33%0.34%Q2 2019Q3 20192
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.19%0.27%0.34%Q3 2016Q3 20172
Petrus Trust Company, LTA 220.03%0.03%0.03%Q3 2022Q4 20222
Highmount Capital, LLC 110.05%0.05%0.05%Q4 2013Q3 20142
IMC-Chicago, LLC 110.14%0.14%0.15%Q3 2021Q3 20212
MOORE CAPITAL MANAGEMENT, LP 110.02%0.12%0.23%Q4 2013Q1 20172
OXFORD ASSET MANAGEMENT LLP 220.03%0.07%0.10%Q3 2019Q4 20192
FIDUCIARY TRUST INTERNATIONAL LLC 110.02%0.11%0.20%Q4 2016Q4 20182
Ativo Capital Management LLC 220.12%0.12%0.12%Q1 2021Q2 20212
SPC Financial, Inc. 220.14%0.15%0.15%Q2 2013Q3 20132
Mercer Investments LLC 220.39%0.42%0.45%Q2 2013Q3 20132
TradeLink Global Equity LLC 110.07%0.11%0.15%Q2 2014Q4 20142
Rodgers Brothers Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
Red Granite Advisors LLC 222.33%2.44%2.56%Q2 2013Q3 20132
Pineno Levin & Ford Asset Management, Inc. 220.07%0.07%0.08%Q3 2021Q4 20212
Nicholas Investment Partners, LP 220.05%0.05%0.06%Q3 2014Q4 20142
MOON CAPITAL MANAGEMENT LP 221.62%2.11%2.60%Q1 2016Q2 20162
1st Global Advisors, Inc. 220.08%0.08%0.08%Q2 2013Q3 20132
ICC CAPITAL MANAGEMENT INC/ 220.52%0.54%0.55%Q4 2014Q1 20152
BlueCrest Capital Management LLP 110.02%0.02%0.02%Q3 2013Q2 20142
Aris Wealth Services, Inc. 220.02%0.03%0.05%Q1 2015Q2 20152
Jane Street Holding, LLC 220.02%0.03%0.04%Q2 2013Q3 20132
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
ADVISORY RESEARCH INC 110.00%0.03%0.07%Q1 2014Q3 20232
GRACE & WHITE INC /NY 220.04%0.04%0.04%Q2 2023Q3 20232
Sustainable Growth Advisers, LP 220.02%0.03%0.03%Q3 2014Q4 20142
SELZ CAPITAL LLC 221.88%1.92%1.96%Q2 2017Q3 20172
SUMMITRY LLC 220.02%0.02%0.02%Q3 2022Q4 20222
KINGDON CAPITAL MANAGEMENT, L.L.C. 110.22%0.32%0.40%Q1 2014Q3 20142
JACOB ASSET MANAGEMENT OF NEW YORK LLC 220.28%0.29%0.30%Q2 2013Q3 20132
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q3 20152
MAPLE SECURITIES USA INC 110.03%0.09%0.15%Q4 2014Q2 20152
West Coast Asset Management 220.05%0.05%0.06%Q2 2014Q3 20142
BANK OF EDWARDSVILLE 220.48%0.53%0.59%Q1 2019Q2 20192
TIFF ADVISORY SERVICES, LLC 222.17%2.18%2.19%Q2 2013Q3 20132
COLUMBUS CIRCLE INVESTORS 220.55%0.57%0.59%Q1 2017Q2 20172
SOMERVILLE KURT F 220.05%0.05%0.05%Q1 2015Q2 20152
GARLAND CAPITAL MANAGEMENT INC 220.15%0.15%0.16%Q4 2021Q1 20222
Mariner Wealth Advisors-Madison, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
EQUITEC PROPRIETARY MARKETS, LLC 110.02%0.02%0.02%Q4 2014Q4 20222
Western Asset Management Company, LLC 110.00%0.00%0.00%Q1 2016Q2 20202
PRECEPT MANAGEMENT LLC 220.21%0.41%0.61%Q3 2021Q4 20212
JUMP TRADING, LLC 220.01%0.01%0.02%Q2 2019Q3 20192
DG CAPITAL MANAGEMENT INC 221.89%2.18%2.48%Q2 2016Q3 20162
STANCORP INVESTMENT ADVISERS INC 220.02%0.02%0.02%Q4 2014Q1 20152
WASHINGTON CAPITAL MANAGEMENT, INC 220.06%0.07%0.08%Q4 2013Q1 20142
STALEY CAPITAL ADVISERS INC 220.01%0.01%0.01%Q2 2023Q3 20232
OPUS INVESTMENT MANAGEMENT INC 220.20%0.20%0.22%Q2 2017Q3 20172
CAPITAL CITY TRUST CO/FL 110.02%0.06%0.10%Q2 2013Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.07%0.08%0.09%Q2 2023Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.04%0.10%0.15%Q1 2021Q2 20212
NORTHERN TRUST CO OF CONNECTICUT 220.27%0.27%0.28%Q2 2013Q3 20132
San Luis Wealth Advisors LLC 220.12%0.18%0.24%Q4 2021Q1 20222
Opal Wealth Advisors, LLC 220.12%0.15%0.18%Q2 2023Q3 20232
Bickling Financial Services, Inc. 220.11%0.11%0.12%Q4 2021Q1 20222
TKG Advisors, LLC 220.28%0.35%0.42%Q3 2022Q4 20222
Connolly Sarah T. 220.14%0.14%0.14%Q4 2021Q1 20222
Urban Wealth Management, LLC 110.74%0.82%0.90%Q4 2020Q2 20222
Birchcreek Wealth Management, LLC 110.07%0.11%0.15%Q4 2020Q3 20232
Cordant, Inc. 110.01%0.02%0.03%Q4 2019Q1 20222
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.08%0.15%Q4 2022Q3 20232
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Trust Investment Advisors 110.21%0.21%0.21%Q3 2023Q3 20231
Acrisure Capital Management, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
apricus wealth, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
IVC Wealth Advisors LLC 110.13%0.13%0.13%Q4 2021Q4 20211
D. SCOTT NEAL, INC. 110.06%0.06%0.06%Q2 2017Q2 20171
Vienna Asset Management LLC 110.63%0.63%0.63%Q3 2022Q3 20221
Team Financial Group, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Exos TFP Holdings LLC 110.50%0.50%0.50%Q3 2022Q3 20221
Simplicity Wealth,LLC 110.45%0.45%0.45%Q3 2022Q3 20221
MBE Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Armor Investment Advisors, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
Polianta Ltd 110.68%0.68%0.68%Q4 2019Q4 20191
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Ostrum Asset Management U.S., LLC 110.16%0.16%0.16%Q4 2018Q4 20181
Investment Management Corp of Ontario 110.12%0.12%0.12%Q4 2022Q4 20221
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Chessman Wealth Strategies RIA 110.00%0.00%0.00%Q3 2018Q3 20181
Sterling Ridge Capital Management LP 110.54%0.54%0.54%Q4 2015Q4 20151
Kohmann Bosshard Financial Services, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SPX Gestao de Recursos Ltda 112.67%2.67%2.67%Q1 2020Q1 20201
Kehrs Ridge Capital,LLC 113.08%3.08%3.08%Q4 2019Q4 20191
Tri Locum Partners LP 110.12%0.12%0.12%Q4 2020Q4 20201
Scoria Capital Partners LP 110.25%0.25%0.25%Q2 2015Q2 20151
Epic Trust Investment Advisors, LLC 110.31%0.31%0.31%Q2 2023Q2 20231
Gainplan LLC 110.04%0.04%0.04%Q2 2017Q2 20171
Rather & Kittrell, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
PIPER SANDLER & CO. 110.14%0.14%0.14%Q4 2014Q4 20141
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.78%0.78%0.78%Q1 2017Q1 20171
Sanibel Captiva Investment Advisers, Inc. 110.40%0.40%0.40%Q4 2013Q4 20131
Flaharty Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.75%0.75%0.75%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.38%0.38%0.38%Q2 2021Q2 20211
MARATHON CAPITAL MANAGEMENT 110.11%0.11%0.11%Q3 2021Q3 20211
Kula Investments, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Warren Street Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Lyon Street Capital, LLC 111.93%1.93%1.93%Q1 2022Q1 20221
Fernwood Investment Management, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Conservest Capital Advisors, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Horizon Wealth Management, LLC 114.28%4.28%4.28%Q3 2022Q3 20221
Leonard Green & Partners, L.P. 110.94%0.94%0.94%Q1 2020Q1 20201
Masterton Capital Management, LP 114.36%4.36%4.36%Q1 2023Q1 20231
Caption Management, LLC 110.43%0.43%0.43%Q4 2020Q4 20201
Eschler Asset Management LLP 110.28%0.28%0.28%Q1 2023Q1 20231
HUDSON EDGE INVESTMENT PARTNERS INC. 110.08%0.08%0.08%Q3 2022Q3 20221
High Falls Advisors, Inc 110.12%0.12%0.12%Q1 2016Q1 20161
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Leap Investments LP 110.22%0.22%0.22%Q2 2020Q2 20201
PRING TURNER CAPITAL GROUP INC 110.06%0.06%0.06%Q4 2013Q4 20131
Noked Capital LTD 110.36%0.36%0.36%Q3 2019Q3 20191
Savoir Faire Capital Management, L.P. 112.11%2.11%2.11%Q3 2023Q3 20231
First International Bank & Trust 110.08%0.08%0.08%Q3 2023Q3 20231
Spectrum Financial Alliance Ltd LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Braver Wealth Management, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
DSAM Partners (London) Ltd 110.04%0.04%0.04%Q1 2019Q1 20191
CAMDEN NATIONAL CORP 111.98%1.98%1.98%Q1 2021Q1 20211
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Next Level Private LLC 110.52%0.52%0.52%Q2 2022Q2 20221
JS Capital Management LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Chimera Capital Management LLC 110.10%0.10%0.10%Q3 2022Q3 20221
TAYLOR ASSET MANAGEMENT INC 110.21%0.21%0.21%Q3 2017Q3 20171
Trivest Advisors Ltd 110.32%0.32%0.32%Q3 2022Q3 20221
Quadrature Capital LLP 110.97%0.97%0.97%Q1 2015Q1 20151
ALETHEA CAPITAL MANAGEMENT, LLC 110.19%0.19%0.19%Q1 2020Q1 20201
Candlestick Capital Management LP 110.16%0.16%0.16%Q1 2020Q1 20201
SUMIT CAPITAL, LLC 110.79%0.79%0.79%Q1 2014Q1 20141
XTX MARKETS LLC 112.04%2.04%2.04%Q1 2020Q1 20201
Cowen Prime Services LLC 110.01%0.01%0.01%Q3 2013Q3 20131
GRAHAM & DODD FUND, LLC 111.04%1.04%1.04%Q2 2013Q2 20131
FIRST FINANCIAL EQUITY CORPORATION 110.14%0.14%0.14%Q1 2017Q1 20171
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
NEXT Financial Holdings 110.16%0.16%0.16%Q1 2019Q1 20191
FCG ADVISORS, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
HBW ADVISORY SERVICES LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Kames Capital Management Ltd 110.06%0.06%0.06%Q2 2013Q2 20131
Metatron Capital SICAV plc 110.50%0.50%0.50%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Financial Consulate Inc. 110.16%0.16%0.16%Q2 2021Q2 20211
Caerus Global Investors LLC 111.73%1.73%1.73%Q3 2015Q3 20151
Centenus Global Management, LP 110.31%0.31%0.31%Q2 2019Q2 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
NBC SECURITIES, INC. 110.17%0.17%0.17%Q3 2023Q3 20231
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q4 2013Q4 20131
Shilanski & Associates, Inc. 110.09%0.09%0.09%Q3 2022Q3 20221
Schwab Charitable Fund 110.05%0.05%0.05%Q4 2022Q4 20221
CAZENOVE CAPITAL MANAGEMENT LTD 110.02%0.02%0.02%Q2 2013Q2 20131
Fiduciary Planning LLC 110.00%0.00%0.00%Q3 2020Q3 20201
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 110.17%0.17%0.17%Q3 2023Q3 20231
Teilinger Capital Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Alpine Group USVI, LLC 110.30%0.30%0.30%Q2 2017Q2 20171
Silver Bridge Capital Management LLC 110.09%0.09%0.09%Q2 2013Q2 20131
B, B, H, & B INC. 110.06%0.06%0.06%Q4 2020Q4 20201
KOCH INDUSTRIES INC 110.05%0.05%0.05%Q1 2018Q1 20181
Gallagher Benefit Services, Inc. 110.24%0.24%0.24%Q4 2022Q4 20221
Shay Capital LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Titan Capital Management, LLC /TX 110.18%0.18%0.18%Q4 2021Q4 20211
KKR Credit Advisors (US) LLC 111.94%1.94%1.94%Q2 2013Q2 20131
AFFINITY INVESTMENT ADVISORS, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
MORGAN JESS S & CO INC 113.13%3.13%3.13%Q1 2020Q1 20201
Legacy Wealth Partners, Inc. 110.39%0.39%0.39%Q1 2020Q1 20201
CONSILIO WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
BRYN MAWR CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2014Q1 20141
Cardinal Capital Management, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
DESTINY CAPITAL SECURITIES CORPORATION 110.51%0.51%0.51%Q3 2023Q3 20231
SYCOMORE ASSET MANAGEMENT 112.62%2.62%2.62%Q1 2020Q1 20201
LMR Master Fund Ltd 110.11%0.11%0.11%Q3 2013Q3 20131
BHF Kleinwort Benson Group S.A. 110.02%0.02%0.02%Q1 2016Q1 20161
Retirement Planning Co of New England, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.25%0.25%0.25%Q4 2022Q4 20221
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Orbitronix, LP 111.74%1.74%1.74%Q2 2013Q2 20131
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Caerus Investment Advisors, LLC 110.98%0.98%0.98%Q4 2021Q4 20211
Smart Money Group LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Amiya Capital LLP 113.88%3.88%3.88%Q3 2015Q3 20151
Nicollet Investment Management, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Provident Wealth Management, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Family Capital Trust Co 110.01%0.01%0.01%Q2 2015Q2 20151
PointState Capital LP 110.16%0.16%0.16%Q1 2016Q1 20161
Ballew Advisors, Inc 110.76%0.76%0.76%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
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Kathleen S. Wright Associates Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
CAMPBELL CAPITAL MANAGEMENT INC 110.54%0.54%0.54%Q1 2021Q1 20211
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Leverty Financial Group, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CHARLES STEWART MOTT FOUNDATION 110.30%0.30%0.30%Q3 2015Q3 20151
WIPFLI FINANCIAL ADVISORS LLC, 110.21%0.21%0.21%Q3 2022Q3 20221
SENTINEL TRUST CO LBA 110.03%0.03%0.03%Q4 2021Q4 20211
MISSOURI VALLEY PARTNERS, INC. 110.95%0.95%0.95%Q3 2013Q3 20131
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Santori & Peters, Inc. 110.06%0.06%0.06%Q4 2017Q4 20171
James Hambro & Partners 110.04%0.04%0.04%Q4 2020Q4 20201
MARIETTA INVESTMENT PARTNERS LLC 110.08%0.08%0.08%Q3 2020Q3 20201
ArchPoint Investors 110.11%0.11%0.11%Q3 2021Q3 20211
State of New Jersey Common Pension Fund A 110.20%0.20%0.20%Q1 2014Q1 20141
O'Neil Global Advisors, Inc. 110.48%0.48%0.48%Q1 2022Q1 20221
CORRADO ADVISORS, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Navigation Wealth Management, Inc. 110.03%0.03%0.03%Q3 2021Q3 20211
COHEN & STEERS CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2015Q1 20151
APPLIED RESEARCH INVESTMENTS, LLC 111.64%1.64%1.64%Q2 2022Q2 20221
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Shore Point Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
NCM Capital Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.02%0.02%0.02%Q4 2019Q4 20191
BEDEL FINANCIAL CONSULTING INC 110.12%0.12%0.12%Q3 2023Q3 20231
CastleArk Alternatives, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
Connacht Asset Management LP 110.14%0.14%0.14%Q1 2023Q1 20231
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 110.07%0.07%0.07%Q4 2022Q4 20221
3D/L Capital Management, LLC 111.72%1.72%1.72%Q4 2020Q4 20201
Q3 Asset Management 110.24%0.24%0.24%Q4 2021Q4 20211
WEXFORD CAPITAL LP 110.76%0.76%0.76%Q3 2020Q3 20201
Fulcrum Equity Management 110.09%0.09%0.09%Q4 2021Q4 20211
Crestwood Capital Management, L.P. 111.11%1.11%1.11%Q4 2017Q4 20171
FIRST INTERSTATE BANCSYSTEM INC 110.33%0.33%0.33%Q1 2021Q1 20211
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Vident Advisory, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Saiers Capital, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
K2 PRINCIPAL FUND, L.P. 110.10%0.10%0.10%Q3 2016Q3 20161
Aquire Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Facet Wealth, Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
Biondo Investment Advisors, LLC 111.26%1.26%1.26%Q3 2023Q3 20231
Compass Efficient Model Portfolios, LLC 110.90%0.90%0.90%Q4 2013Q4 20131
ADVENT CAPITAL MANAGEMENT /DE/ 110.01%0.01%0.01%Q2 2023Q2 20231
Artha Asset Management LLC 1112.44%12.44%12.44%Q3 2022Q3 20221
Cox Capital Mgt LLC 110.03%0.03%0.03%Q1 2020Q1 20201
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SPRING CREEK CAPITAL LLC 110.07%0.07%0.07%Q2 2018Q2 20181
HUTCHENS INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q4 2014Q4 20141
SOCIETE GENERALE 110.10%0.10%0.10%Q2 2016Q2 20161
Rip Road Capital Partners LP 112.02%2.02%2.02%Q2 2022Q2 20221
AVAII WEALTH MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
Wick Capital Partners, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
RUSHMORE INVESTMENT ADVISORS, INC. 110.59%0.59%0.59%Q2 2013Q2 20131
SP Asset Management 110.02%0.02%0.02%Q1 2022Q1 20221
Adams Wealth Management 110.04%0.04%0.04%Q3 2020Q3 20201
Jabre Capital Partners S.A. 111.47%1.47%1.47%Q4 2016Q4 20161
Peterson Financial Group, Inc. 111.17%1.17%1.17%Q3 2022Q3 20221
TFS CAPITAL LLC 110.10%0.10%0.10%Q3 2016Q3 20161
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.04%0.04%0.04%Q2 2020Q2 20201
Masso Torrence Wealth Management Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Irish Life Investment Managers Ltd. 110.26%0.26%0.26%Q2 2013Q2 20131
BANTA ASSET MANAGEMENT LP 110.16%0.16%0.16%Q1 2022Q1 20221
Schonfeld Group Holdings LLC 110.21%0.21%0.21%Q3 2015Q3 20151
MWA Asset Management 112.75%2.75%2.75%Q3 2023Q3 20231
AdvisorShares Investments LLC 110.05%0.05%0.05%Q1 2022Q1 20221
SUMMIT CAPITAL MANAGEMENT LLC 110.39%0.39%0.39%Q2 2015Q2 20151
MIG Capital, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
White Elm Capital, LLC 110.47%0.47%0.47%Q4 2019Q4 20191
Tabor Asset Management, LP 111.52%1.52%1.52%Q2 2022Q2 20221
Zuckerman Investment Group, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Crumly & Associates Inc. 110.20%0.20%0.20%Q3 2020Q3 20201
Guardian Wealth Advisors, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
ADVISOR CONSULTANT NETWORK INC 110.06%0.06%0.06%Q3 2016Q3 20161
Pinnacle Holdings, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Soundwatch Capital LLC 110.04%0.04%0.04%Q4 2021Q4 20211
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
RS CRUM INC. 110.09%0.09%0.09%Q3 2023Q3 20231
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 110.01%0.01%0.01%Q1 2018Q1 20181
CATAWBA CAPITAL MANAGEMENT /VA 110.07%0.07%0.07%Q2 2018Q2 20181
Manifold Partners, LLC 111.36%1.36%1.36%Q1 2014Q1 20141
HIGHFIELDS CAPITAL MANAGEMENT LP 110.62%0.62%0.62%Q3 2016Q3 20161
Man Investments Ltd 110.07%0.07%0.07%Q2 2014Q2 20141
Amalgamated Financial Corp. 110.58%0.58%0.58%Q1 2022Q1 20221
Aprio Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Tradeworx Inc. 110.53%0.53%0.53%Q2 2014Q2 20141
Great Point Wealth Advisors, LLC 110.13%0.13%0.13%Q2 2022Q2 20221
WHV Investments, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
TWIN FOCUS CAPITAL PARTNERS, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
MOODY ALDRICH PARTNERS LLC 110.04%0.04%0.04%Q3 2023Q3 20231
LCNB CORP 110.14%0.14%0.14%Q2 2020Q2 20201
Vahanian & Associates Financial Planning Inc. 110.24%0.24%0.24%Q4 2021Q4 20211
Sage Financial Management Group, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
Goodman Financial Corp 110.03%0.03%0.03%Q4 2017Q4 20171
WealthOne, LLC 110.05%0.05%0.05%Q4 2018Q4 20181
PAYDEN & RYGEL INVESTMENT GROUP 111.34%1.34%1.34%Q3 2023Q3 20231
Wilkinson Global Asset Management LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Andrew Hill Investment Advisors, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Clal Insurance Enterprises Holdings Ltd 110.01%0.01%0.01%Q3 2020Q3 20201
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
Clarfeld Financial Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
Sound View Wealth Advisors, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Robertson Stephens Wealth Management, LLC 110.12%0.12%0.12%Q3 2020Q3 20201
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Beutel, Goodman & Co Ltd. 110.00%0.00%0.00%Q4 2019Q4 20191
Seminole Management Co., Inc. 110.50%0.50%0.50%Q2 2013Q2 20131
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Tanager Wealth Management LLP 110.05%0.05%0.05%Q3 2023Q3 20231
EJF Capital LLC 110.02%0.02%0.02%Q2 2017Q2 20171
OUTFITTER FINANCIAL LLC 110.10%0.10%0.10%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.04%0.04%0.04%Q4 2021Q4 20211
London & Capital Asset Management Ltd 110.11%0.11%0.11%Q2 2020Q2 20201
Private Capital Advisors, Inc. 110.08%0.08%0.08%Q4 2016Q4 20161
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
VIRGINIA RETIREMENT SYSTEM 110.05%0.05%0.05%Q1 2016Q1 20161
Patriot Wealth Management, Inc. 110.98%0.98%0.98%Q1 2018Q1 20181
BRC Investment Management LLC 110.35%0.35%0.35%Q3 2013Q3 20131
Monaco Asset Management SAM 1110.05%10.05%10.05%Q3 2023Q3 20231
Stux Capital Management, LLC 110.40%0.40%0.40%Q2 2013Q2 20131
ALTERNA WEALTH MANAGEMENT, INC 110.08%0.08%0.08%Q4 2018Q4 20181
PINNBROOK CAPITAL MANAGEMENT LP 110.39%0.39%0.39%Q4 2021Q4 20211
McCarthy Grittinger Financial Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Eaton Financial Holdings Company, LLC 110.80%0.80%0.80%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Farmer Steven Patrick 110.01%0.01%0.01%Q2 2022Q2 20221
Robbie L. Kennerson P.A., Inc. 110.34%0.34%0.34%Q4 2022Q4 20221
Walker Financial Services, Inc. 110.21%0.21%0.21%Q1 2022Q1 20221
LGT Financial Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Financial Planners of Cleveland, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
D L CARLSON INVESTMENT GROUP INC 110.06%0.06%0.06%Q3 2017Q3 20171
Oasis Management Co Ltd. 110.19%0.19%0.19%Q2 2017Q2 20171
Force Capital Management LLC 110.40%0.40%0.40%Q1 2017Q1 20171
CORA CAPITAL ADVISORS LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Noked Israel Ltd 110.36%0.36%0.36%Q3 2019Q3 20191
Suncoast Equity Management 110.06%0.06%0.06%Q2 2016Q2 20161
Key Bridge Compliance, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Rooted Wealth Advisors, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
HNP Capital LLC 110.46%0.46%0.46%Q1 2020Q1 20201
Kure Advisory, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Carlsbad Wealth Advisory Group, Inc. 110.30%0.30%0.30%Q2 2023Q2 20231
TIEDEMANN TRUST CO 110.05%0.05%0.05%Q2 2013Q2 20131
Manteio Capital LLC 111.79%1.79%1.79%Q4 2021Q4 20211
LJI Wealth Management, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
KPP Advisory Services LLC 110.13%0.13%0.13%Q3 2023Q3 20231
FMA ADVISORY INC 110.01%0.01%0.01%Q2 2015Q2 20151
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 110.04%0.04%0.04%Q2 2023Q2 20231
Castellan Group 110.19%0.19%0.19%Q2 2023Q2 20231
DHJJ Financial Advisors, Ltd. 110.03%0.03%0.03%Q3 2023Q3 20231
Bain Capital Public Equity Management II, LLC 111.74%1.74%1.74%Q1 2022Q1 20221
Systematic Alpha Investments, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
HOWARD FINANCIAL SERVICES, LTD. 110.11%0.11%0.11%Q3 2023Q3 20231
DoubleLine ETF Adviser LP 112.67%2.67%2.67%Q3 2023Q3 20231
NORDEN GROUP LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Verum Partners LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Strategic Advocates LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Prosperity Wealth Management, Inc. 110.18%0.18%0.18%Q1 2023Q1 20231
Private Vista, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Atwater Malick LLC 110.02%0.02%0.02%Q3 2019Q3 20191
RIA Advisory Group LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Kades & Cheifetz LLC 110.18%0.18%0.18%Q3 2023Q3 20231
KWMG, LLC 111.08%1.08%1.08%Q4 2014Q4 20141
JUNCTURE WEALTH STRATEGIES, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.20%0.20%0.20%Q3 2023Q3 20231
FINANCIAL ADVISORY PARTNERS, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Financial Enhancement Group LLC 110.00%0.00%0.00%Q4 2019Q4 20191
GSG Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.41%0.41%0.41%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q3 2023Q3 20231
STAPP WEALTH MANAGEMENT, PLLC 110.35%0.35%0.35%Q3 2022Q3 20221
Financial Security Advisor, Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
ROGCO, LP 110.01%0.01%0.01%Q3 2023Q3 20231
SYON CAPITAL LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Temasek Holdings (Private) Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
SYNTAX RESEARCH, INC. 110.18%0.18%0.18%Q3 2023Q3 20231
Acrospire Investment Management LLC 110.09%0.09%0.09%Q2 2017Q2 20171
GUNN & Co INVESTMENT MANAGEMENT, INC. 112.52%2.52%2.52%Q3 2023Q3 20231
Eukles Asset Management 110.05%0.05%0.05%Q2 2021Q2 20211
Lakeshore Financial Planning, Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
Prosperitas Financial LLC 111.04%1.04%1.04%Q3 2023Q3 20231
NEOS Investment Management LLC 111.42%1.42%1.42%Q3 2023Q3 20231
OAK FAMILY ADVISORS, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Ruggie Capital Group 110.03%0.03%0.03%Q4 2018Q4 20181
Mariner Wealth Advisors-NYC, LLC 110.04%0.04%0.04%Q1 2015Q1 20151
Austin Wealth Management, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Cleary Gull Holdings Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Tairen Capital Ltd 112.14%2.14%2.14%Q4 2019Q4 20191
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.93%0.93%0.93%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.04%0.04%0.04%Q4 2023Q4 20231
Starfire Investment Advisers, Inc. 110.51%0.51%0.51%Q4 2017Q4 20171
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
V-Square Quantitative Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Credit Capital Investments LLC 110.69%0.69%0.69%Q4 2022Q4 20221
AM Squared Ltd 110.06%0.06%0.06%Q4 2022Q4 20221
Capital Advantage, Inc. 110.06%0.06%0.06%Q1 2021Q1 20211
R&F Capital Advisors LP 110.27%0.27%0.27%Q1 2017Q1 20171
AWM CAPITAL, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
Sovarnum Capital L.P. 110.50%0.50%0.50%Q2 2021Q2 20211
Gibraltar Capital Management, Inc. 110.15%0.15%0.15%Q1 2020Q1 20201
FREEDOM WEALTH ALLIANCE, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
GDS Wealth Management 110.04%0.04%0.04%Q3 2023Q3 20231
C WorldWide Group Holding A/S 115.34%5.34%5.34%Q3 2023Q3 20231
Signition LP 111.01%1.01%1.01%Q4 2017Q4 20171
SANDLER CAPITAL MANAGEMENT 110.44%0.44%0.44%Q1 2015Q1 20151
MADRONA FUNDS, LLC 115.30%5.30%5.30%Q3 2019Q3 20191
J.P. Turner & Co Capital Mnagement, LLC 110.22%0.22%0.22%Q1 2015Q1 20151
PERRITT CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
McAlister, Sweet & Associates, Inc. 112.03%2.03%2.03%Q2 2022Q2 20221
McNamara Financial Services, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 110.12%0.12%0.12%Q3 2020Q3 20201
Northwest Bank & Trust Co 111.42%1.42%1.42%Q2 2023Q2 20231
Utah Peaks Capital Inc 110.75%0.75%0.75%Q4 2022Q4 20221
Graticule Asia Macro Advisors LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Muzinich & Co., Inc. 116.38%6.38%6.38%Q1 2021Q1 20211
Threshold Group LLC 110.45%0.45%0.45%Q3 2017Q3 20171
Mosaic Advisors LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Reynolds Investment Management, Inc. 110.07%0.07%0.07%Q1 2022Q1 20221
Garda Capital Partners LP 110.07%0.07%0.07%Q4 2022Q4 20221
Curbstone Financial Management Corp 110.08%0.08%0.08%Q1 2022Q1 20221
Wellesley Investment Partners, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Cypress Point Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Jackson Square Partners, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Valtura Capital Partners LLC 114.74%4.74%4.74%Q2 2016Q2 20161
Ledge Wealth Management, Inc. 110.99%0.99%0.99%Q3 2023Q3 20231
Sage Investment Advisers LLC 110.27%0.27%0.27%Q1 2022Q1 20221
Wealthstar Advisors, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Atlas Financial Advisors, Inc. 110.30%0.30%0.30%Q3 2023Q3 20231
Harvest Portfolios Group Inc. 110.87%0.87%0.87%Q3 2023Q3 20231
Walker Asset Management, LLC 110.30%0.30%0.30%Q4 2023Q4 20231
Safeguard Financial, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Herr Investment Group LLC 111.21%1.21%1.21%Q4 2022Q4 20221
Allen Capital Group, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
LBA Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Pacific Wealth Management 110.81%0.81%0.81%Q1 2021Q1 20211
Wakefield Asset Management LLLP 111.03%1.03%1.03%Q1 2020Q1 20201
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Retireful, LLC 111.04%1.04%1.04%Q3 2023Q3 20231
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
My Personal CFO, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Fusion Investment Group, LLC 110.76%0.76%0.76%Q4 2013Q4 20131
Source Financial Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
CG Asset Management LLC 110.20%0.20%0.20%Q4 2013Q4 20131
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.30%0.30%0.30%Q4 2021Q4 20211
Nine27 Capital Management, LP 111.43%1.43%1.43%Q2 2023Q2 20231
Schrum Private Wealth Management LLC 110.20%0.20%0.20%Q1 2022Q1 20221
black-and-white Capital LP 114.22%4.22%4.22%Q3 2017Q3 20171
Silicon Valley Community Foundation 110.12%0.12%0.12%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
External links

This page lists all the filers that currently own COSTCO WHSL CORP NEW or have owned COSTCO WHSL CORP NEW in the past.