DIAGEO P L C shareholder history

Current and past DIAGEO P L C shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.02%Q2 2013Q3 2023116
Walleye Trading LLC 42420.00%0.01%0.10%Q2 2013Q3 2023102
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.08%Q1 2012Q3 202399
BARCLAYS PLC 3010.00%0.00%0.02%Q2 2013Q2 202291
CITIGROUP INC 42420.00%0.01%0.05%Q2 2013Q3 202389
Citadel Advisors 3110.00%0.00%0.01%Q3 2013Q3 202386
JANE STREET GROUP, LLC 2830.00%0.05%0.70%Q1 2014Q3 202371
UBS Group AG 36360.00%0.10%0.27%Q4 2014Q3 202369
Twin Tree Management, LP 1410.00%0.04%0.28%Q4 2012Q3 202365
WOLVERINE TRADING, LLC 1030.00%0.01%0.05%Q2 2016Q3 202363
HUNTINGTON NATIONAL BANK 59590.01%0.04%0.36%Q1 2009Q3 202359
D. E. Shaw & Co., Inc. 1710.00%0.01%0.02%Q2 2013Q3 202359
PEAK6 Group LLC 21210.00%0.03%0.16%Q2 2013Q2 201854
HighTower Advisors, LLC 42420.00%0.05%0.09%Q2 2013Q3 202350
GLENMEDE TRUST CO NA 4210.01%0.08%0.40%Q4 2006Q3 202349
MUFG Americas Holdings Corp 48480.02%0.08%0.24%Q4 2010Q3 202248
TORONTO DOMINION BANK 25170.00%0.01%0.02%Q1 2013Q3 202347
First Horizon Advisors, Inc. 47470.01%0.10%0.38%Q1 2012Q3 202347
LPL Financial LLC 42420.00%0.02%0.05%Q2 2013Q3 202346
Spot Trading L.L.C 16160.00%0.02%0.10%Q2 2013Q1 201745
Joel Isaacson & Co., LLC 44440.07%0.17%0.45%Q4 2012Q3 202344
ROYAL BANK OF CANADA 42420.00%0.06%0.09%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.03%0.06%Q4 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.16%0.27%Q2 2013Q3 202343
COMMERCE BANK 43430.02%0.03%0.07%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.01%0.02%0.03%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.01%0.04%Q4 2012Q2 202343
BROWN BROTHERS HARRIMAN & CO 43431.37%2.36%3.09%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.01%0.03%0.08%Q1 2013Q3 202343
Parallax Volatility Advisers, L.P. 1610.00%0.00%0.04%Q2 2013Q4 201743
DEUTSCHE BANK AG\ 41410.00%0.02%0.16%Q3 2013Q3 202343
SCOTIA CAPITAL INC. 42420.04%0.24%0.35%Q2 2013Q3 202343
Bank of New York Mellon Corp 43430.00%0.01%0.03%Q1 2013Q3 202343
Cypress Capital Group 42420.07%0.13%0.31%Q2 2013Q3 202342
M&T BANK CORP 42420.01%0.03%0.05%Q2 2013Q3 202342
US BANCORP \DE\ 42420.02%0.04%0.07%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.04%0.07%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.03%0.07%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.01%0.01%0.02%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.01%0.06%0.23%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.03%0.05%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.01%Q2 2013Q3 202342
ClearBridge Investments 42420.01%0.10%0.41%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.45%0.57%0.75%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.01%0.12%0.25%Q2 2013Q3 202342
INTRUST BANK NA 42420.06%0.13%0.43%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.13%0.28%0.73%Q2 2013Q3 202342
Tweedy, Browne Co LLC 42420.88%1.11%1.44%Q2 2013Q3 202342
FMR LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
MOTCO 42420.00%0.01%0.03%Q2 2013Q3 202342
LEVIN CAPITAL STRATEGIES, L.P. 42420.00%1.06%2.42%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.14%0.21%0.33%Q2 2013Q3 202342
MAI Capital Management 42420.20%0.54%1.27%Q2 2013Q3 202342
Cullen Capital Management, LLC 42420.89%1.69%2.38%Q2 2013Q3 202342
HARRIS ASSOCIATES L P 42420.01%0.79%1.53%Q2 2013Q3 202342
Murphy Pohlad Asset Management LLC 42420.21%0.48%1.54%Q2 2013Q3 202342
SAYBROOK CAPITAL /NC 42422.72%3.28%3.66%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
Colonial Trust Advisors 42420.65%0.95%1.76%Q2 2013Q3 202342
MITCHELL SINKLER & STARR/PA 42420.16%0.68%1.24%Q2 2013Q3 202342
DODGE & COX 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.03%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.00%0.01%0.03%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.06%0.14%0.30%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.34%0.71%1.20%Q2 2013Q3 202342
HM PAYSON & CO 42420.22%0.91%1.43%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.04%0.13%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.00%0.02%0.02%Q2 2013Q3 202342
DILLON & ASSOCIATES INC 42420.25%0.63%1.06%Q2 2013Q3 202342
Clarkston Capital Partners, LLC 42420.10%0.73%1.50%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.16%0.26%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.38%0.54%0.73%Q2 2013Q3 202342
West Oak Capital, LLC 42420.01%0.02%0.05%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.01%0.02%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.02%0.04%0.12%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.02%0.04%0.06%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.26%0.77%1.26%Q2 2013Q4 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.01%0.07%0.20%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.03%0.15%0.75%Q2 2013Q3 202342
HS Management Partners, LLC 42422.16%4.11%6.19%Q2 2013Q3 202342
Narwhal Capital Management 42420.21%0.97%1.37%Q2 2013Q3 202342
Sandy Spring Bank 42420.19%0.66%1.02%Q2 2013Q3 202342
Markel Corporation 42422.43%3.59%5.28%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.05%0.11%0.22%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.02%0.04%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.13%0.19%0.27%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42422.04%2.69%3.12%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.07%0.11%0.22%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.86%1.31%1.67%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.03%0.13%0.38%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.06%0.12%0.19%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.09%0.28%0.50%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.72%0.90%1.00%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.00%0.05%0.23%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.07%0.22%0.34%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.01%0.03%0.06%Q2 2013Q3 202342
RMB Capital Management, LLC 42420.24%0.49%1.19%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.01%0.03%0.08%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.19%0.43%0.70%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.01%0.12%0.17%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.00%0.11%0.62%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.06%0.22%0.35%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.06%0.09%0.15%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.03%0.15%0.24%Q2 2013Q3 202342
SouthState Corp 42420.14%0.44%0.98%Q2 2013Q3 202342
SIT INVESTMENT ASSOCIATES INC 42420.09%0.21%0.74%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.13%0.31%0.75%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.53%0.76%1.08%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.01%0.02%0.05%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.03%0.08%0.11%Q2 2013Q3 202342
Portland Global Advisors LLC 42420.87%1.08%1.24%Q2 2013Q3 202342
GREENWOOD GEARHART INC 42421.66%2.39%3.22%Q2 2013Q3 202342
JCIC Asset Management Inc. 42420.01%0.03%0.05%Q2 2013Q3 202342
FISHMAN JAY A LTD/MI 42420.46%1.21%3.76%Q2 2013Q3 202342
Hardman Johnston Global Advisors LLC 42420.01%1.51%10.58%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42421.73%2.20%2.55%Q2 2013Q3 202342
WMS Partners, LLC 42420.26%0.73%1.36%Q2 2013Q3 202342
Welch Group, LLC 42420.03%0.07%0.12%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.03%0.08%0.15%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.00%0.03%0.22%Q2 2013Q3 202342
ROFFMAN MILLER ASSOCIATES INC /PA/ 42421.52%2.01%2.44%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.05%1.11%2.97%Q2 2013Q3 202342
Weitz Investment Management 42420.10%0.53%1.02%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.01%0.05%0.18%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.04%0.06%0.08%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42420.07%1.36%2.62%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.01%0.03%0.08%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.21%0.45%1.04%Q2 2013Q3 202342
Callahan Advisors, LLC 42420.75%1.01%1.52%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.04%0.17%0.38%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42421.66%2.71%3.35%Q2 2013Q3 202342
Creative Planning 42420.01%0.01%0.02%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.04%0.06%0.11%Q2 2013Q3 202342
HYMAN CHARLES D 42420.13%0.24%0.31%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.35%0.64%0.84%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.20%0.36%0.70%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.04%0.07%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.08%0.19%0.43%Q2 2013Q3 202342
Haverford Trust Co 42420.01%0.08%0.40%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.03%0.06%Q2 2013Q3 202342
Garrison Asset Management, LLC 42420.14%0.21%0.27%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.05%0.10%Q2 2013Q3 202342
AUXIER ASSET MANAGEMENT 42420.32%0.43%0.56%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.06%0.09%Q2 2013Q3 202342
HOWLAND CAPITAL MANAGEMENT LLC 42420.02%0.02%0.03%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.16%0.47%0.76%Q2 2013Q3 202342
Brookmont Capital Management 42421.00%1.97%3.54%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.06%0.14%Q2 2013Q3 202342
AR ASSET MANAGEMENT INC 42421.72%2.28%2.86%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.01%0.04%0.07%Q2 2013Q3 202342
Nelson Capital Management, LLC 42420.71%1.52%3.84%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.06%0.22%0.32%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.08%0.14%Q2 2013Q3 202342
West Coast Financial LLC 42420.26%0.59%1.44%Q2 2013Q3 202342
JARISLOWSKY, FRASER Ltd 42420.52%0.66%0.87%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.48%0.62%0.78%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.02%0.03%0.12%Q2 2013Q3 202342
Timber Creek Capital Management LLC 42420.03%0.07%0.91%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.43%0.73%0.97%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.06%0.19%Q2 2013Q3 202341
WEDBUSH SECURITIES INC 3470.02%0.06%0.11%Q2 2013Q3 202341
FAYEZ SAROFIM & CO 4010.34%0.48%0.78%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.01%0.01%0.04%Q2 2013Q3 202341
Sky Investment Group LLC 41410.92%1.47%2.17%Q3 2013Q3 202341
Gradient Investments LLC 24170.00%0.02%0.12%Q2 2013Q3 202341
FARMERS & MERCHANTS INVESTMENTS INC 31100.00%0.02%0.09%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.05%0.09%0.13%Q2 2013Q2 202341
J.P. Morgan Private Wealth Advisors LLC 4010.03%0.11%0.46%Q2 2013Q3 202341
FDx Advisors, Inc. 4010.02%0.12%0.23%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.02%0.16%0.76%Q2 2013Q3 202341
PROFESSIONAL ADVISORY SERVICES INC 41410.03%1.70%4.08%Q2 2013Q2 202341
Chevy Chase Trust Holdings, LLC 41410.00%0.02%0.13%Q3 2013Q3 202341
CARRET ASSET MANAGEMENT, LLC 27140.03%0.07%0.14%Q2 2013Q3 202341
America First Investment Advisors, LLC 41413.28%4.27%5.35%Q2 2013Q2 202341
First City Capital Management, Inc. 27140.15%0.22%0.30%Q2 2013Q3 202341
Hills Bank & Trust Co 27140.02%0.07%0.12%Q2 2013Q3 202341
BAXTER BROS INC 30110.13%0.71%1.77%Q2 2013Q3 202341
CYPRESS ASSET MANAGEMENT INC/TX 41411.57%2.23%2.89%Q2 2013Q2 202341
NORTHEAST INVESTMENT MANAGEMENT 25160.01%0.24%1.49%Q2 2013Q3 202341
Smithfield Trust Co 40400.00%0.03%0.07%Q4 2013Q3 202340
CITY HOLDING CO 40400.01%0.02%0.03%Q4 2013Q3 202340
Tradewinds Capital Management, LLC 40400.01%0.09%0.24%Q4 2013Q3 202340
Stonebridge Capital Advisors LLC 40400.78%0.92%1.16%Q4 2013Q3 202340
HAMEL ASSOCIATES, INC. 40400.13%1.18%1.80%Q4 2013Q3 202340
Wunderlich Capital Managemnt 40400.41%0.97%1.28%Q4 2013Q3 202340
Notis-McConarty Edward 40400.32%0.56%0.70%Q4 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.29%0.47%0.68%Q4 2013Q3 202340
Addison Capital Co 40400.46%0.80%2.16%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.02%0.06%0.16%Q4 2013Q3 202340
BOKF, NA 2560.00%0.02%0.03%Q2 2013Q3 202340
TOCQUEVILLE ASSET MANAGEMENT L.P. 3820.00%0.32%0.63%Q2 2013Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3910.01%0.05%0.17%Q3 2013Q3 202340
EARNEST PARTNERS LLC 40400.00%0.00%0.01%Q4 2013Q3 202340
Plante Moran Financial Advisors, LLC 3640.00%0.03%0.17%Q3 2013Q3 202340
Financial Architects, Inc 2840.00%0.17%0.32%Q2 2013Q2 202340
KING LUTHER CAPITAL MANAGEMENT CORP 3910.00%0.01%0.02%Q3 2013Q3 202340
MILLENNIUM MANAGEMENT LLC 1210.00%0.01%0.06%Q2 2013Q3 202340
PINNACLE ASSOCIATES LTD 3820.00%0.12%0.30%Q3 2013Q3 202340
SUMMITRY LLC 3280.03%0.73%2.19%Q2 2013Q3 202340
CHOREO, LLC 39390.01%0.06%0.15%Q1 2014Q3 202339
Zuckerman Investment Group, LLC 3720.05%0.10%0.62%Q1 2011Q3 202339
Columbia Asset Management 3360.14%0.32%0.53%Q4 2013Q3 202339
TWO SIGMA SECURITIES, LLC 810.00%0.03%0.27%Q4 2016Q3 202339
COMERICA BANK 39390.03%0.05%0.09%Q2 2013Q4 202239
Moors & Cabot, Inc. 39390.11%0.25%0.39%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.08%0.12%0.15%Q1 2014Q3 202339
Occidental Asset Management, LLC 39390.17%0.63%2.61%Q1 2014Q3 202339
Sather Financial Group Inc 2510.03%1.34%4.39%Q2 2013Q3 202339
NEW ENGLAND ASSET MANAGEMENT INC 39390.43%0.71%0.98%Q2 2013Q4 202239
Regent Investment Management LLC 39390.20%0.70%1.92%Q2 2013Q4 202239
Penobscot Investment Management Company, Inc. 26130.04%0.07%0.13%Q3 2013Q3 202339
GRANDFIELD & DODD, LLC 3540.03%2.28%3.26%Q3 2013Q3 202339
Janney Montgomery Scott LLC 28110.05%0.13%0.21%Q2 2013Q2 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.13%0.25%0.44%Q2 2013Q4 202239
Atlantic Union Bankshares Corp 39390.07%0.55%0.96%Q1 2014Q3 202339
Cutter & CO Brokerage, Inc. 23160.85%1.22%1.64%Q2 2013Q1 202339
LEE DANNER & BASS INC 39390.03%0.27%0.44%Q1 2014Q3 202339
SOL Capital Management CO 27120.04%0.07%0.13%Q2 2013Q3 202339
Asset Management One Co., Ltd. 39390.00%0.01%0.04%Q1 2014Q3 202339
COUNTRY TRUST BANK 39390.00%0.00%0.00%Q2 2014Q4 202339
HOWE & RUSLING INC 38380.00%0.32%2.36%Q2 2013Q3 202238
CRAWFORD INVESTMENT COUNSEL INC 2720.01%0.01%0.02%Q4 2013Q3 202338
Stratos Wealth Partners, LTD. 38380.02%0.04%0.14%Q2 2014Q3 202338
Stillwater Investment Management, LLC 38380.26%0.49%0.89%Q4 2013Q1 202338
Smith, Salley & Associates 38380.06%1.15%1.85%Q2 2014Q3 202338
STATE STREET CORP 3440.00%0.00%0.00%Q3 2013Q3 202338
American Research & Management Co. 38380.00%0.09%0.16%Q2 2013Q3 202238
Covington Capital Management 38380.03%0.08%0.14%Q2 2013Q3 202238
Hudock, Inc. 38380.01%0.02%0.07%Q2 2013Q3 202238
Checchi Capital Advisers, LLC 38380.04%0.07%0.12%Q2 2014Q3 202338
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 38380.38%0.59%0.73%Q2 2014Q3 202338
GUARDIAN CAPITAL ADVISORS LP 38380.19%0.72%1.32%Q2 2014Q3 202338
EATON VANCE MANAGEMENT 38380.00%0.00%0.03%Q2 2013Q3 202238
ATLANTA CAPITAL MANAGEMENT CO L L C 22150.01%0.19%0.35%Q2 2013Q3 202237
SCHRODER INVESTMENT MANAGEMENT GROUP 37370.00%0.04%0.19%Q2 2013Q2 202237
BLUESTEIN R H & CO LLC 20170.01%0.42%2.42%Q2 2013Q3 202237
Carnegie Capital Asset Management, LLC 37370.01%0.03%0.06%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.04%0.12%0.28%Q2 2013Q2 202237
Newman Dignan & Sheerar, Inc. 2710.01%0.10%0.27%Q2 2013Q3 202337
FCA CORP /TX 2820.07%0.16%0.21%Q2 2013Q3 202337
Rathbones Group PLC 3410.00%0.02%0.08%Q2 2013Q3 202337
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 37370.02%0.87%1.15%Q3 2014Q3 202337
BALDWIN BROTHERS LLC/MA 3250.01%0.01%0.06%Q2 2013Q4 202337
LS Investment Advisors, LLC 2240.00%0.10%1.22%Q2 2013Q2 202337
SIGNATUREFD, LLC 2410.00%0.03%0.05%Q2 2013Q3 202336
BENEDICT FINANCIAL ADVISORS INC 36361.06%1.35%1.67%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.01%0.03%0.06%Q4 2014Q3 202336
GOFEN & GLOSSBERG LLC /IL/ 2790.01%0.01%0.02%Q2 2013Q4 202236
AMERICAN NATIONAL INSURANCE CO 36360.06%0.08%0.10%Q2 2013Q1 202236
Stonehage Fleming Financial Services Holdings Ltd 36360.00%0.02%0.05%Q4 2014Q3 202336
Lincoln Capital LLC 36362.54%4.67%6.58%Q4 2014Q3 202336
TAURUS ASSET MANAGEMENT, LLC 36360.02%0.23%0.52%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.05%0.08%0.13%Q2 2013Q1 202236
Advisory Services Network, LLC 2710.02%0.08%0.12%Q4 2013Q3 202336
GRIMES & COMPANY, INC. 3150.02%0.04%0.08%Q2 2013Q3 202336
Glenview Trust Co 2810.02%0.31%1.70%Q4 2008Q3 202336
SVB WEALTH LLC 36360.01%0.05%0.18%Q4 2014Q3 202336
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2790.09%0.32%2.45%Q1 2014Q3 202336
1832 Asset Management L.P. 3420.00%0.02%0.04%Q2 2014Q3 202336
Ironwood Investment Counsel, LLC 36360.07%0.88%1.64%Q3 2014Q2 202336
OLD SECOND NATIONAL BANK OF AURORA 36360.01%0.01%0.01%Q4 2014Q3 202336
Glassman Wealth Services 36360.00%0.02%0.09%Q4 2014Q3 202336
Legacy Capital Partners, Inc. 36360.12%0.18%0.30%Q2 2013Q1 202236
ENTERPRISE FINANCIAL SERVICES CORP 36360.05%0.11%0.22%Q2 2013Q1 202236
Cable Hill Partners, LLC 36360.00%0.08%0.38%Q4 2014Q3 202336
First Personal Financial Services 36360.80%1.48%2.28%Q4 2014Q3 202336
People's United Financial, Inc. 36360.02%0.08%0.44%Q2 2013Q1 202236
DUBUQUE BANK & TRUST CO 24120.01%0.03%0.10%Q2 2013Q3 202336
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 23120.14%0.28%0.51%Q2 2013Q4 202235
Pineno Levin & Ford Asset Management, Inc. 35351.57%1.89%2.49%Q2 2013Q4 202135
Allworth Financial LP 35350.00%0.00%0.02%Q1 2015Q3 202335
WELCH & FORBES LLC 2410.01%0.02%0.03%Q2 2013Q3 202335
LVM CAPITAL MANAGEMENT LTD/MI 2720.03%0.10%0.44%Q2 2013Q1 202335
MRJ CAPITAL INC 35351.28%2.17%3.13%Q2 2013Q4 202135
SCOUT INVESTMENTS, INC. 35350.20%0.60%1.36%Q2 2013Q4 202135
Rodgers Brothers Inc. 35350.15%0.79%1.48%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.07%1.09%2.45%Q2 2013Q4 202135
K.J. Harrison & Partners Inc 35350.06%1.46%2.88%Q4 2014Q2 202335
Pekin Hardy Strauss, Inc. 35350.04%0.10%0.18%Q1 2015Q3 202335
Tortoise Investment Management, LLC 35350.00%0.01%0.02%Q1 2015Q3 202335
Burt Wealth Advisors 35350.07%0.10%0.17%Q4 2014Q2 202335
SEARLE & CO. 2960.38%0.99%1.40%Q4 2014Q3 202335
PRIVATE TRUST CO NA 24110.05%0.07%0.18%Q1 2013Q3 202335
Country Club Trust Company, n.a. 35350.79%1.01%1.37%Q2 2013Q4 202135
FineMark National Bank & Trust 1560.01%0.05%0.20%Q2 2013Q3 202335
LVW Advisors, LLC 2590.09%0.24%0.44%Q4 2014Q3 202334
DORCHESTER WEALTH MANAGEMENT Co 34340.08%0.17%0.26%Q2 2015Q3 202334
ASSETMARK, INC 34340.00%0.00%0.02%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.04%0.15%0.38%Q2 2015Q3 202334
Renaissance Technologies 1410.00%0.05%0.13%Q2 2013Q3 202334
SECURITY NATIONAL TRUST CO 34340.02%0.05%0.10%Q2 2013Q3 202134
QUADRANT CAPITAL GROUP LLC 34340.00%0.10%0.22%Q2 2015Q3 202334
CWM, LLC 2420.00%0.00%0.01%Q3 2013Q3 202334
Carroll Financial Associates, Inc. 34340.02%0.03%0.05%Q3 2013Q4 202134
Ancora Advisors LLC 34340.02%0.22%0.50%Q2 2015Q3 202334
HIGHLAND CAPITAL MANAGEMENT, LLC 34340.11%0.17%0.21%Q2 2015Q3 202334
Heritage Wealth Advisors 2510.04%0.13%0.30%Q4 2014Q3 202334
Fiduciary Group LLC 34340.06%0.17%0.44%Q2 2015Q3 202334
PROFUND ADVISORS LLC 20140.02%0.05%0.10%Q2 2013Q3 202334
GENERAL AMERICAN INVESTORS CO INC 34340.40%1.73%3.14%Q2 2013Q3 202134
JANUS HENDERSON GROUP PLC 34340.00%0.00%0.00%Q2 2015Q3 202334
BUCKINGHAM STRATEGIC WEALTH, LLC 34340.00%0.05%0.12%Q2 2015Q3 202334
HSBC HOLDINGS PLC 1410.00%0.03%0.35%Q1 2012Q4 202233
Fiera Capital Corp 2220.00%0.01%0.05%Q4 2013Q3 202333
Cubist Systematic Strategies, LLC 1610.00%0.04%0.10%Q4 2014Q3 202333
BANK OF NOVA SCOTIA TRUST CO 19140.02%0.06%0.11%Q2 2013Q1 202233
MOODY LYNN & LIEBERSON, LLC 2670.06%0.50%1.36%Q2 2013Q3 202333
Chicago Partners Investment Group LLC 2580.02%0.05%0.14%Q2 2015Q3 202333
Harbour Capital Advisors, LLC 1310.05%0.29%0.64%Q2 2013Q4 202333
FEDERATED HERMES, INC. 33330.00%0.01%0.04%Q2 2014Q2 202233
Burgundy Asset Management Ltd. 33330.01%0.01%0.01%Q2 2013Q2 202133
PEAK6 Investments LLC 1210.00%0.04%0.15%Q3 2018Q4 202133
Manitou Investment Management Ltd. 33331.48%2.80%5.50%Q3 2015Q3 202333
CORDA Investment Management, LLC. 33332.31%3.32%3.85%Q3 2015Q3 202333
M&R CAPITAL MANAGEMENT INC 3120.02%0.06%0.08%Q4 2013Q4 202333
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
Brown Advisory Securities, LLC 33330.10%0.25%0.69%Q2 2013Q2 202133
Hilltop Holdings Inc. 2410.02%0.18%0.45%Q1 2015Q3 202333
CIBC Asset Management Inc 2670.00%0.01%0.03%Q2 2013Q2 202333
STRATEGY ASSET MANAGERS LLC 33331.41%1.97%2.94%Q3 2015Q3 202333
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 20130.08%0.15%0.24%Q1 2015Q2 202333
AlphaMark Advisors, LLC 33330.01%0.01%0.03%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 2210.02%0.05%0.08%Q2 2013Q3 202333
NORTHSTAR INVESTMENT ADVISORS LLC 33330.21%1.28%2.04%Q2 2013Q2 202133
Grove Bank & Trust 32320.06%0.10%0.24%Q4 2015Q3 202332
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 32320.02%0.03%0.05%Q4 2015Q3 202332
Verity & Verity, LLC 2810.03%1.39%2.24%Q2 2013Q4 202132
NUANCE INVESTMENTS, LLC 2750.01%2.76%5.72%Q1 2015Q3 202332
Proficio Capital Partners LLC 32320.11%0.38%1.41%Q4 2015Q3 202332
WIMMER ASSOCIATES 1, LLC 32320.33%0.48%0.66%Q4 2015Q3 202332
CHILTON CAPITAL MANAGEMENT LLC 2710.00%0.06%0.16%Q2 2013Q3 202332
Mirae Asset Global Investments Co., Ltd. 22100.00%0.01%0.02%Q3 2013Q3 202132
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.47%0.60%0.72%Q2 2013Q1 202132
SCHAFER CULLEN CAPITAL MANAGEMENT INC 32321.28%1.78%2.35%Q2 2013Q1 202132
DEARBORN PARTNERS LLC 21110.01%0.09%0.30%Q2 2013Q3 202332
Anchor Investment Management, LLC 32320.02%0.04%0.07%Q1 2016Q4 202332
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 32320.03%0.05%0.08%Q4 2015Q3 202332
TDAM USA INC. 2750.01%0.22%0.78%Q2 2013Q4 202132
FRG Family Wealth Advisors LLC 32320.20%0.33%0.51%Q4 2015Q3 202332
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 32320.18%0.30%0.59%Q4 2015Q3 202332
Douglas Lane & Associates, LLC 31311.18%1.39%1.54%Q1 2016Q3 202331
BEACON INVESTMENT ADVISORY SERVICES, INC. 31310.01%0.04%0.07%Q3 2015Q1 202331
Gardner Russo & Gardner 31310.10%0.41%0.56%Q2 2013Q4 202031
Balentine LLC 1450.00%0.01%0.04%Q1 2015Q3 202331
COLONY GROUP LLC 2290.00%0.03%0.06%Q4 2013Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.00%0.01%Q1 2016Q3 202331
FIDUCIARY TRUST CO 31310.05%0.12%0.23%Q1 2016Q3 202331
Family Capital Trust Co 2560.03%0.05%0.07%Q3 2015Q3 202331
USA MUTUALS ADVISORS, INC. 3013.08%5.13%11.63%Q1 2013Q4 202031
Focused Investors LLC 31311.68%2.26%3.38%Q2 2013Q4 202031
BBVA USA Bancshares, Inc. 2560.02%0.06%0.15%Q2 2013Q1 202131
Tower Research Capital LLC (TRC) 910.00%0.01%0.03%Q2 2013Q3 202331
Roundview Capital LLC 2740.09%0.24%0.92%Q1 2015Q3 202331
Allen Investment Management, LLC 2560.00%0.07%0.18%Q2 2015Q1 202331
PARTHENON LLC 1710.03%0.06%0.08%Q3 2013Q2 202331
Kemper Corp Master Retirement Trust 31310.58%1.54%2.45%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.02%0.06%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.03%Q1 2016Q3 202331
HIGH POINTE CAPITAL MANAGEMENT LLC 2470.15%0.46%0.72%Q2 2014Q1 202231
WealthPLAN Partners, LLC 2110.04%0.52%1.32%Q1 2015Q4 202331
BNP PARIBAS FINANCIAL MARKETS 3010.00%0.03%0.46%Q3 2015Q3 202331
Avior Wealth Management, LLC 30300.00%0.02%0.09%Q2 2016Q3 202330
CAPITAL INSIGHT PARTNERS, LLC 30300.26%0.91%2.32%Q2 2016Q3 202330
INGALLS & SNYDER LLC 30300.05%0.08%0.11%Q2 2016Q3 202330
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.01%0.05%0.31%Q3 2013Q4 202030
EAGLE GLOBAL ADVISORS LLC 2550.01%0.14%0.28%Q2 2013Q3 202330
VALLEY NATIONAL ADVISERS INC 30300.00%0.58%1.69%Q1 2015Q2 202230
LONDON CO OF VIRGINIA 30301.24%1.69%2.10%Q2 2016Q3 202330
Lafayette Investments 30300.09%1.42%2.30%Q2 2016Q3 202330
Texas Yale Capital Corp. 30300.02%0.04%0.06%Q2 2016Q3 202330
Mariner, LLC 2820.01%0.05%0.34%Q2 2015Q3 202330
First Allied Advisory Services, Inc. 30300.03%0.05%0.09%Q2 2013Q3 202030
Barrett Asset Management, LLC 2190.00%0.10%0.18%Q1 2014Q1 202230
Regal Investment Advisors LLC 1110.00%0.05%0.14%Q2 2013Q3 202330
Blume Capital Management, Inc. 18120.01%0.03%0.07%Q4 2013Q3 202330
Eagle Ridge Investment Management 29290.02%0.07%0.14%Q2 2016Q2 202329
Winslow, Evans & Crocker, Inc. 29290.20%0.39%0.62%Q4 2013Q4 202029
Sigma Planning Corp 29290.02%0.03%0.04%Q3 2016Q3 202329
Norman Fields, Gottscho Capital Management, LLC 29290.22%0.39%0.52%Q4 2016Q4 202329
North Star Investment Management Corp. 1720.00%0.00%0.01%Q1 2014Q3 202329
USCA RIA LLC 28280.00%0.17%0.34%Q3 2014Q2 202129
Rehmann Capital Advisory Group 1470.02%0.07%0.17%Q3 2009Q3 202329
Baystate Wealth Management LLC 2810.00%0.01%0.02%Q2 2013Q3 202329
BRR OpCo, LLC 15140.05%0.20%0.47%Q2 2013Q3 202229
Jacobi Capital Management LLC 2540.00%0.08%0.14%Q2 2016Q3 202329
HALL LAURIE J TRUSTEE 1330.04%0.06%0.08%Q4 2015Q3 202329
Laurel Wealth Advisors, Inc. 29290.12%0.34%0.70%Q4 2015Q4 202229
PEAPACK GLADSTONE FINANCIAL CORP 17120.01%0.02%0.03%Q4 2015Q3 202329
PRIVATE ASSET MANAGEMENT INC 29290.24%0.36%0.60%Q2 2013Q2 202029
CULLINAN ASSOCIATES INC 2020.02%0.07%0.29%Q4 2013Q3 202329
HUTNER CAPITAL MANAGEMENT INC 29292.30%3.10%3.58%Q3 2016Q3 202329
OLD NATIONAL BANCORP /IN/ 2040.01%0.03%0.07%Q2 2014Q2 202329
Argyle Capital Management Inc. 1450.08%0.11%0.21%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.02%0.05%0.08%Q4 2016Q3 202328
Baker Ellis Asset Management LLC 28280.04%0.07%0.08%Q2 2013Q1 202028
Sterling Investment Advisors, Ltd. 28280.22%0.46%0.77%Q4 2016Q3 202328
RBO & CO LLC 28282.09%3.28%3.88%Q4 2016Q3 202328
Lee Financial Co 28280.01%0.02%0.03%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.02%0.02%0.07%Q1 2016Q4 202228
LEVEL FOUR ADVISORY SERVICES, LLC 28280.05%0.10%0.28%Q4 2016Q3 202328
Frontier Wealth Management LLC 2620.01%0.07%0.14%Q4 2014Q2 202228
Kavar Capital Partners, LLC 28281.38%1.83%2.26%Q4 2013Q3 202028
Carlton Hofferkamp & Jenks Wealth Management, LLC 28280.45%0.68%1.01%Q4 2016Q3 202328
LINCOLN NATIONAL CORP 2710.01%0.01%0.03%Q3 2016Q3 202328
Paragon Capital Management Ltd 2710.06%0.13%0.32%Q3 2016Q3 202328
OPTIMUM INVESTMENT ADVISORS 1370.00%0.01%0.03%Q3 2013Q4 202328
CREDIT SUISSE AG/ 1910.00%0.01%0.11%Q1 2013Q4 202228
World Asset Management Inc 28280.04%0.13%0.18%Q2 2013Q1 202028
SCHWARTZ INVESTMENT COUNSEL INC 28280.05%1.30%2.34%Q2 2013Q1 202028
TCTC Holdings, LLC 1420.20%0.32%0.47%Q2 2013Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.42%0.59%0.82%Q2 2013Q1 202028
Osborn Williams & Donohoe LLC 28280.08%0.14%0.26%Q2 2013Q1 202028
TCI Wealth Advisors, Inc. 1210.00%0.00%0.02%Q3 2014Q1 202328
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.10%0.16%0.23%Q4 2016Q3 202328
Northwest Quadrant Wealth Management, LLC 28280.07%0.15%0.45%Q4 2016Q3 202328
STOCK YARDS BANK & TRUST CO 2350.02%0.05%0.10%Q2 2013Q3 202328
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 28280.13%0.70%1.05%Q4 2016Q3 202328
Mercer Capital Advisers, Inc. 28281.03%1.64%2.10%Q4 2014Q3 202128
Probity Advisors, Inc. 1820.14%0.28%0.35%Q2 2016Q3 202328
Global Retirement Partners, LLC 28280.01%0.02%0.08%Q4 2016Q3 202328
Snowden Capital Advisors LLC 2080.10%0.23%0.34%Q3 2016Q3 202328
REGENTATLANTIC CAPITAL LLC 2710.01%0.02%0.04%Q4 2014Q3 202228
Russell Investments Group, Ltd. 28280.00%0.02%0.06%Q4 2016Q3 202328
Atria Investments, Inc 16120.04%0.11%0.28%Q3 2016Q3 202328
Norway Savings Bank 28280.02%0.08%0.17%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.03%0.04%Q4 2016Q3 202328
LCNB CORP 28280.13%0.21%0.29%Q4 2016Q3 202328
Parkwood LLC 2610.12%0.94%1.44%Q2 2014Q3 202327
NEXT Financial Group, Inc 1460.00%0.05%0.26%Q2 2014Q4 202127
MISSION WEALTH MANAGEMENT, LP 1210.02%0.04%0.14%Q2 2015Q3 202327
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2070.03%0.07%0.16%Q2 2013Q3 202327
MML INVESTORS SERVICES, LLC 27270.02%0.03%0.04%Q1 2017Q3 202327
PRINCIPAL FINANCIAL GROUP INC 1890.00%0.01%0.04%Q2 2013Q3 202127
Caprock Group, LLC 2610.04%0.08%0.13%Q1 2016Q3 202327
Radnor Capital Management, LLC 2520.38%0.80%1.98%Q4 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.17%0.34%0.53%Q1 2017Q3 202327
FIRST MIDWEST BANK TRUST DIVISION 2030.03%0.05%0.06%Q2 2013Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.05%0.07%Q2 2013Q4 201927
Cetera Advisors LLC 27270.01%0.02%0.02%Q1 2017Q3 202327
MCKINLEY CAPITAL MANAGEMENT LLC 27270.02%0.09%0.13%Q1 2017Q3 202327
SEGALL BRYANT & HAMILL, LLC 1740.01%0.01%0.04%Q1 2013Q2 202327
Maple Capital Management, Inc. 27270.06%0.20%0.37%Q2 2013Q4 201927
Epoch Investment Partners, Inc. 1360.00%0.09%0.33%Q2 2013Q2 202327
Sunbelt Securities, Inc. 1320.03%0.17%0.50%Q2 2015Q3 202327
Pacific Center for Financial Services 2430.01%0.01%0.01%Q4 2016Q3 202327
RWA WEALTH PARTNERS, LLC 27270.16%0.36%0.48%Q1 2017Q3 202327
Bangor Savings Bank 27270.04%0.09%0.14%Q1 2017Q3 202327
GREENLEAF TRUST 27270.01%0.01%0.02%Q1 2017Q3 202327
MADISON INVESTMENT HOLDINGS INC 26260.08%0.83%1.32%Q2 2013Q3 201926
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
Shamrock Asset Management LLC 26260.34%0.52%0.90%Q2 2013Q3 201926
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1820.00%0.02%0.05%Q1 2015Q3 202326
Citizens Business Bank 26260.09%0.15%0.22%Q4 2012Q1 201926
SALEM INVESTMENT COUNSELORS INC 1880.01%0.01%0.02%Q3 2016Q3 202326
Hartford Financial Management Inc. 26260.01%0.25%0.35%Q2 2017Q3 202326
COOKE & BIELER LP 26260.01%0.95%1.46%Q2 2013Q3 201926
CIBC BANK USA 2330.04%0.22%0.86%Q2 2013Q4 201926
SUNTRUST BANKS INC 26260.01%0.03%0.04%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.03%0.06%0.10%Q3 2016Q3 202326
HALSEY ASSOCIATES INC/CT 26260.90%1.20%1.74%Q2 2013Q3 201926
Winning Points Advisors, LLC 26261.04%1.26%1.51%Q4 2016Q1 202326
Abbot Financial Management, Inc. 26260.21%0.57%0.81%Q2 2017Q3 202326
Avalon Investment & Advisory 2420.01%0.10%0.44%Q4 2014Q1 202326
Granite Investment Advisors, LLC 26260.68%1.23%1.80%Q2 2015Q3 202126
PINNACLE FINANCIAL PARTNERS INC 26260.01%0.11%0.30%Q2 2017Q3 202326
Oakworth Capital, Inc. 1310.00%0.00%0.01%Q4 2013Q3 202326
OneDigital Investment Advisors LLC 26260.01%0.02%0.05%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.08%0.15%0.21%Q2 2013Q3 201926
Perkins Coie Trust Co 2510.00%0.01%0.02%Q4 2013Q3 202326
NTV ASSET MANAGEMENT LLC 14120.06%0.09%0.15%Q1 2017Q3 202326
Prospera Financial Services Inc 26260.02%0.08%0.13%Q2 2017Q3 202326
Aperio Group, LLC 26260.11%0.15%0.20%Q3 2014Q4 202026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 2240.00%0.36%0.58%Q2 2013Q3 202326
Ballentine Partners, LLC 26260.01%0.02%0.03%Q2 2017Q3 202326
Mirador Capital Partners LP 1970.05%1.03%1.78%Q1 2016Q3 202326
HARTWELL J M LIMITED PARTNERSHIP 26260.14%0.15%0.18%Q2 2013Q3 201926
Garde Capital, Inc. 26260.01%0.05%0.08%Q2 2017Q3 202326
WEST PACES ADVISORS INC. 2060.00%0.05%0.09%Q4 2016Q3 202326
Fragasso Group Inc. 26260.04%0.32%0.65%Q3 2017Q4 202326
Valeo Financial Advisors, LLC 25250.05%0.11%0.36%Q3 2017Q3 202325
Jefferies Group LLC 610.00%0.01%0.05%Q2 2013Q4 201925
STEPHENS INC /AR/ 2230.03%0.06%0.12%Q2 2013Q3 202325
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1960.01%0.02%0.04%Q4 2015Q3 202325
BAR HARBOR WEALTH MANAGEMENT 1010.02%0.03%0.06%Q1 2013Q2 202325
CIBC Private Wealth Group, LLC 25250.02%0.05%0.08%Q3 2017Q3 202325
Brightworth 2210.12%0.92%1.45%Q4 2015Q3 202225
GRIFFIN ASSET MANAGEMENT, INC. 25250.17%0.25%0.32%Q3 2017Q3 202325
TELEMUS CAPITAL, LLC 2410.02%0.15%0.19%Q2 2016Q3 202325
ANDERSON HOAGLAND & CO 25250.65%0.83%1.08%Q3 2013Q3 201925
Cascade Investment Advisors, Inc. 2310.01%0.01%0.02%Q2 2016Q1 202325
Brinker Capital Investments, LLC 1320.00%0.12%0.34%Q2 2013Q4 202225
Corient Capital Partners, LLC 25250.04%0.07%0.20%Q3 2016Q3 202225
AMP Capital Investors Ltd 25250.00%0.00%0.01%Q3 2015Q3 202125
Cetera Investment Advisers 25250.02%0.08%0.14%Q3 2017Q3 202325
UBS ASSET MANAGEMENT AMERICAS INC 13120.00%0.00%0.00%Q4 2016Q3 202325
Sonora Investment Management, LLC 25250.00%0.01%0.04%Q3 2015Q3 202125
Point View Wealth Management, Inc. 2210.15%0.31%0.40%Q4 2013Q4 202025
Farmers & Merchants Trust Co of Chambersburg PA 25250.01%0.02%0.04%Q3 2017Q3 202325
HL FINANCIAL SERVICES LLC 24240.02%0.03%0.04%Q2 2013Q1 201924
TRADITION CAPITAL MANAGEMENT LLC 24240.48%1.12%1.64%Q2 2013Q1 201924
PALISADE CAPITAL MANAGEMENT, LP 1240.01%0.08%0.16%Q1 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.05%0.07%Q4 2017Q3 202324
Azimuth Capital Management LLC 1950.11%0.28%0.59%Q2 2013Q1 202224
CAPITAL GUARDIAN TRUST CO 1680.00%0.31%0.65%Q2 2013Q2 201924
Front Row Advisors LLC 24240.02%0.04%0.06%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.01%0.03%0.20%Q4 2017Q3 202324
Nicholas Hoffman & Company, LLC. 14100.02%0.06%0.10%Q3 2017Q3 202324
BOSTON ADVISORS LLC 1150.01%0.01%0.04%Q2 2013Q3 201924
MACQUARIE GROUP LTD 1710.00%0.00%0.00%Q2 2013Q3 202324
NORRIS PERNE & FRENCH LLP/MI 1770.02%0.66%1.18%Q4 2015Q3 202324
Creegan & Nassoura Financial Group, LLC 1682.16%3.06%3.72%Q4 2014Q3 202324
Financial Advocates Investment Management 24240.02%0.03%0.05%Q4 2017Q3 202324
SVA Wealth Management, LLC 24240.02%0.17%0.42%Q1 2014Q4 201924
Mutual Advisors, LLC 24240.02%0.08%0.17%Q4 2017Q3 202324
FAGAN ASSOCIATES, INC. 24240.28%0.67%0.89%Q1 2014Q4 201924
Lido Advisors, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Banco de Sabadell, S.A 24240.06%0.34%0.81%Q4 2017Q3 202324
KCS Wealth Advisory 24240.15%0.71%1.01%Q4 2017Q3 202324
Saratoga Research & Investment Management 24240.02%0.04%0.10%Q2 2013Q1 201924
NICHOLS & PRATT ADVISERS LLP /MA 24240.03%0.06%0.11%Q2 2013Q1 201924
AdvisorNet Financial, Inc 24240.01%0.04%0.09%Q4 2017Q3 202324
RELIANCE TRUST CO OF DELAWARE 24240.08%0.19%0.28%Q2 2013Q1 201924
Independence Bank of Kentucky 24240.07%0.23%0.57%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.07%0.15%0.23%Q4 2017Q3 202324
Cumberland Partners Ltd 24240.17%0.88%1.86%Q3 2017Q2 202324
Seneca House Advisors 24240.86%1.71%3.37%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.39%0.48%0.70%Q4 2017Q3 202324
BOYS ARNOLD & CO INC 13110.05%0.09%0.12%Q2 2013Q2 201924
Quantbot Technologies LP 610.01%0.07%0.21%Q2 2013Q3 202324
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Vigilant Capital Management, LLC 910.00%0.00%0.01%Q2 2013Q2 202324
Avestar Capital, LLC 24240.04%0.20%0.39%Q4 2017Q3 202324
Choate Investment Advisors 2210.01%0.07%0.20%Q2 2013Q3 202324
Ledyard National Bank 23230.00%0.09%0.56%Q2 2013Q4 201823
WRAPMANAGER INC 1850.07%0.14%0.26%Q4 2015Q3 202323
BECKER CAPITAL MANAGEMENT INC 1940.02%0.02%0.03%Q3 2016Q3 202323
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1230.00%0.18%0.54%Q1 2017Q1 202323
YorkBridge Wealth Partners, LLC 23230.02%0.09%0.18%Q4 2016Q2 202223
Compagnie Lombard Odier SCmA 2210.00%0.01%0.02%Q4 2013Q3 202323
NORTH AMERICAN MANAGEMENT CORP 23230.44%1.18%1.59%Q3 2015Q1 202123
Voya Financial Advisors, Inc. 2210.03%0.06%0.08%Q2 2015Q1 202123
MCF Advisors LLC 1210.00%0.02%0.04%Q4 2011Q3 202323
FINANCIAL COUNSELORS INC 1410.01%0.01%0.03%Q2 2013Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.08%0.13%0.20%Q1 2018Q3 202323
Capstone Financial Advisors, Inc. 23230.04%0.10%0.16%Q3 2014Q1 202023
ADVISOR PARTNERS LLC 2120.07%0.10%0.16%Q2 2016Q2 202223
PIN OAK INVESTMENT ADVISORS INC 1490.01%0.04%0.06%Q4 2017Q3 202323
Ipswich Investment Management Co., Inc. 23230.52%0.90%1.55%Q1 2018Q3 202323
Focused Wealth Management, Inc 2030.00%0.01%0.03%Q2 2014Q3 202323
JLB & ASSOCIATES INC 23230.19%1.67%1.97%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.08%0.31%0.53%Q4 2017Q3 202323
Rossmore Private Capital 2210.02%0.20%0.26%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.06%0.11%Q1 2018Q3 202323
MITCHELL CAPITAL MANAGEMENT CO 23230.08%0.32%0.48%Q4 2017Q2 202323
SCHULHOFF & CO INC 1490.11%0.12%0.14%Q4 2017Q3 202323
Quad-Cities Investment Group, LLC 23230.20%0.25%0.32%Q1 2018Q3 202323
Cornerstone Advisors, Inc. 1940.00%0.02%0.06%Q2 2013Q2 201923
Cutler Group LLC / CA 610.00%0.01%0.11%Q1 2016Q3 201923
Cerity Partners LLC 12110.01%0.03%0.08%Q1 2017Q3 202323
Clearstead Advisors, LLC 22220.02%0.03%0.05%Q2 2018Q3 202322
SeaCrest Wealth Management, LLC 1390.03%0.05%0.08%Q4 2017Q3 202322
JENNISON ASSOCIATES LLC 1130.00%0.02%0.13%Q2 2013Q2 202322
SIMON QUICK ADVISORS, LLC 22220.00%0.04%0.40%Q4 2016Q1 202222
Loudon Investment Management, LLC 22220.21%0.74%1.39%Q1 2015Q2 202022
BerganKDV Wealth Management, LLC 22220.01%0.11%0.34%Q1 2018Q2 202322
CAPITAL FUND MANAGEMENT S.A. 610.00%0.03%0.10%Q3 2013Q3 202322
Lester Murray Antman dba SimplyRich 1840.16%0.21%0.29%Q4 2017Q3 202322
Patriot Financial Group Insurance Agency, LLC 1660.00%0.02%0.06%Q4 2016Q2 202222
EDMOND DE ROTHSCHILD HOLDING S.A. 22220.00%0.00%0.01%Q2 2015Q3 202022
NewEdge Advisors, LLC 2110.01%0.03%0.04%Q2 2017Q3 202322
Town & Country Bank & Trust CO dba First Bankers Trust CO 22220.14%0.62%0.98%Q2 2018Q3 202322
Capital Advisors, Ltd. LLC 22220.01%0.05%0.10%Q1 2014Q2 201922
CHICKASAW CAPITAL MANAGEMENT LLC 22220.01%0.01%0.01%Q3 2014Q4 201922
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Addenda Capital Inc. 1610.02%0.07%0.25%Q2 2014Q3 202322
MACKENZIE FINANCIAL CORP 1620.00%0.04%0.18%Q2 2013Q3 201922
FLPUTNAM INVESTMENT MANAGEMENT CO 2020.01%0.03%0.08%Q3 2017Q3 202322
GFS Advisors, LLC 12100.04%0.14%0.35%Q4 2013Q2 201922
Independent Advisor Alliance 1210.01%0.04%0.09%Q1 2017Q1 202322
Strategic Global Advisors, LLC 1290.06%0.14%0.36%Q3 2017Q3 202321
SG Americas Securities, LLC 1010.00%0.02%0.05%Q2 2013Q1 202321
Sterling Capital Management LLC 21210.01%0.01%0.02%Q3 2014Q3 201921
NEEDELMAN ASSET MANAGEMENT INC 21212.22%2.72%3.37%Q2 2013Q2 201821
Freedom Investment Management, Inc. 2010.02%0.06%0.11%Q1 2015Q4 202121
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1470.07%0.12%0.17%Q2 2018Q3 202321
Capital Analysts, LLC 1130.00%0.01%0.06%Q4 2012Q3 202321
Henry James International Management Inc. 21210.10%0.21%0.32%Q3 2018Q3 202321
Mascoma Wealth Management LLC 1110.00%0.03%0.10%Q4 2016Q3 202321
Aevitas Wealth Management, Inc. 21210.20%0.31%0.40%Q4 2017Q4 202221
Asset Dedication, LLC 1290.00%0.00%0.01%Q4 2017Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.08%0.19%Q1 2017Q3 202321
Triangle Securities Wealth Management 2010.06%0.29%0.37%Q2 2013Q3 202021
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.03%0.09%Q4 2017Q4 202221
WASHINGTON TRUST BANK 21210.01%0.02%0.04%Q1 2014Q1 201921
Fieldpoint Private Securities, LLC 2010.08%0.11%0.21%Q1 2017Q2 202221
FIRST FINANCIAL CORP /IN/ 1920.00%0.08%0.21%Q2 2013Q3 202021
Clear Harbor Asset Management, LLC 21210.05%0.27%0.34%Q3 2018Q3 202321
Hillsdale Investment Management Inc. 11100.00%0.02%0.05%Q2 2013Q4 202021
Connor, Clark & Lunn Investment Management Ltd. 1110.00%0.04%0.10%Q4 2016Q4 202221
CLEARBRIDGE, LLC 21210.04%0.18%2.13%Q2 2013Q2 201821
COZAD ASSET MANAGEMENT INC 21210.04%0.08%0.16%Q2 2018Q2 202321
Red Cedar Capital, LLC 21211.18%1.87%2.96%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
Royal Fund Management, LLC 21210.03%1.53%5.02%Q4 2016Q4 202121
OSTERWEIS CAPITAL MANAGEMENT INC 1920.00%2.57%4.63%Q2 2013Q4 202221
LOEB PARTNERS CORP 1650.33%2.52%3.56%Q2 2013Q1 201921
Formidable Asset Management, LLC 810.09%0.20%0.44%Q4 2013Q1 202320
FIRST NATIONAL CORP /MA/ /ADV 20200.08%0.12%0.23%Q4 2018Q3 202320
B. Riley Wealth Advisors, Inc. 1410.00%0.04%0.07%Q2 2014Q3 202320
THOMASPARTNERS, INC. 20201.78%2.07%2.20%Q2 2013Q1 201820
Archer Investment Corp 20200.01%0.02%0.02%Q4 2018Q3 202320
Zions Bancorporation, N.A. 20200.01%0.01%0.07%Q4 2018Q3 202320
FIRST MERCANTILE TRUST CO 1190.17%0.25%0.36%Q2 2013Q3 202120
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.14%0.32%0.65%Q4 2018Q3 202320
INSIGHT 2811, INC. 1640.30%0.42%0.57%Q2 2013Q4 201820
American Portfolios Advisors 20200.01%0.02%0.05%Q4 2017Q3 202220
AE Wealth Management LLC 20200.00%0.01%0.05%Q4 2018Q3 202320
TRUST CO OF VIRGINIA /VA 20200.51%0.71%0.84%Q4 2018Q3 202320
Essex Savings Bank 20200.13%0.21%0.30%Q4 2018Q3 202320
Hanson & Doremus Investment Management 20200.00%0.00%0.01%Q2 2018Q1 202320
Old Port Advisors 1810.48%0.69%0.96%Q2 2018Q3 202320
Lindbrook Capital, LLC 20200.05%0.11%0.22%Q4 2018Q3 202320
Knuff & Co LLC 20200.02%0.14%0.32%Q4 2018Q3 202320
Atwater Malick LLC 20202.71%3.57%4.42%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.28%0.43%0.54%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.14%0.94%Q1 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
FLAGSHIP HARBOR ADVISORS, LLC 10100.02%0.05%0.10%Q2 2018Q2 202320
Edge Capital Group, LLC 20200.04%0.63%0.89%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.01%0.02%Q4 2013Q3 201820
Princeton Global Asset Management LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
RHUMBLINE ADVISERS 1310.00%0.00%0.00%Q2 2013Q3 202320
Legacy Bridge, LLC 20200.18%0.26%0.37%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.01%0.08%0.11%Q4 2015Q3 202020
ROMAN BUTLER FULLERTON & CO 20200.14%0.23%0.29%Q4 2018Q3 202320
JNBA Financial Advisors 1010.00%0.00%0.04%Q3 2014Q3 202320
Beaumont Financial Partners, LLC 1550.02%0.04%0.05%Q2 2013Q3 202220
GENESEE VALLEY TRUST CO 20200.13%0.29%0.50%Q2 2013Q1 201820
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.15%0.49%0.84%Q1 2016Q4 202020
Capital Investment Advisory Services, LLC 20200.01%0.06%0.17%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
PATHSTONE FAMILY OFFICE, LLC 1010.00%0.02%0.04%Q2 2013Q3 202320
Inlet Private Wealth, LLC 20200.11%0.14%0.18%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
Westside Investment Management, Inc. 1010.00%0.03%0.07%Q4 2016Q3 202320
St. James Investment Company, LLC 1460.06%3.72%8.74%Q4 2014Q2 202120
TIEDEMANN ADVISORS, LLC 1710.02%0.04%0.07%Q3 2017Q3 202320
TFG Advisers LLC 20200.15%0.21%0.27%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.10%0.20%0.34%Q4 2018Q3 202320
Keystone Financial Group 1820.15%0.23%0.35%Q3 2018Q3 202320
TD Capital Management LLC 1320.00%0.00%0.02%Q2 2013Q3 202320
FIRST INTERSTATE BANK 20200.01%0.14%0.20%Q3 2015Q2 202020
CLEAR STREET MARKETS LLC 710.00%0.04%0.17%Q3 2013Q4 201819
Ativo Capital Management LLC 1630.10%0.60%0.94%Q2 2013Q3 201919
Birch Hill Investment Advisors LLC 1180.01%0.02%0.05%Q1 2018Q2 202319
ARS Investment Partners, LLC 19190.03%0.08%0.29%Q2 2013Q4 201719
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1270.00%0.01%0.01%Q4 2015Q4 202219
CAUSEWAY CAPITAL MANAGEMENT LLC 1510.00%0.22%0.52%Q3 2015Q3 202319
Grantham, Mayo, Van Otterloo & Co. LLC 1210.00%0.09%0.23%Q1 2016Q3 202319
ALLIANCEBERNSTEIN L.P. 830.00%0.00%0.00%Q2 2013Q3 202319
WOLVERINE ASSET MANAGEMENT LLC 820.00%0.00%0.00%Q2 2013Q4 201519
WESBANCO BANK INC 1090.01%0.06%0.39%Q2 2013Q4 201819
COMERICA SECURITIES,INC. 19190.06%0.08%0.11%Q1 2019Q3 202319
WEALTHSOURCE PARTNERS, LLC 19190.02%0.05%0.11%Q1 2019Q3 202319
First PREMIER Bank 1020.00%0.01%0.01%Q2 2017Q3 202319
AVANTAX ADVISORY SERVICES, INC. 19190.01%0.01%0.02%Q1 2019Q3 202319
BREMER TRUST NATIONAL ASSOCIATION 1810.03%0.12%0.20%Q2 2013Q4 201819
CITIZENS FINANCIAL GROUP INC/RI 19190.01%0.01%0.01%Q4 2015Q2 202019
Morningstar Investment Services LLC 19190.01%0.05%0.12%Q3 2014Q1 201919
Horan Capital Advisors, LLC. 1710.01%1.01%1.40%Q3 2017Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.05%0.10%Q3 2018Q3 202319
Biltmore Family Office, LLC 1180.05%0.34%0.94%Q4 2017Q4 202219
IFC Holdings Incorporated/FL 19190.03%0.08%0.16%Q2 2013Q4 201719
Ameritas Investment Partners, Inc. 1450.00%0.00%0.00%Q2 2016Q3 202319
AMERICAN NATIONAL BANK 1310.00%0.02%0.03%Q3 2014Q3 202319
Private Capital Group, LLC 19190.03%0.05%0.09%Q4 2017Q2 202219
Jackson, Grant Investment Advisers, Inc. 1540.01%0.08%0.11%Q4 2015Q3 202319
TOWNSQUARE CAPITAL LLC 1270.02%0.06%0.10%Q4 2018Q3 202319
Vestmark Advisory Solutions, Inc. 19190.15%0.26%0.51%Q1 2019Q3 202319
DAVIS R M INC 1810.01%0.02%0.02%Q4 2015Q3 202019
QCI ASSET MANAGEMENT INC/NY 19190.00%0.00%0.01%Q3 2015Q1 202019
Bell Rock Capital LLC 1610.08%0.87%2.12%Q4 2016Q3 202219
Lantz Financial LLC 19190.53%0.85%1.14%Q1 2019Q3 202319
Arden Trust Co 19190.03%0.21%0.41%Q2 2019Q4 202319
Realta Investment Advisors 19190.13%0.25%0.46%Q1 2019Q3 202319
TEXAS CAPITAL BANCSHARES INC/TX 1720.13%0.25%0.49%Q4 2014Q2 202319
Lourd Capital, LLC 19190.08%0.10%0.24%Q2 2013Q4 201719
Meridian Wealth Advisors, LLC 1450.27%0.56%0.88%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.03%0.04%0.06%Q4 2018Q3 202319
Inscription Capital, LLC 1180.03%0.16%0.44%Q4 2018Q3 202319
PRUDENTIAL FINANCIAL INC 19190.00%0.00%0.00%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.04%Q1 2019Q3 202319
BURNEY CO/ 1610.01%0.02%0.03%Q3 2013Q2 202119
Stevens First Principles Investment Advisors 19190.00%0.01%0.01%Q2 2013Q4 201719
Aptus Capital Advisors, LLC 1350.01%0.01%0.05%Q1 2019Q3 202318
LIBERTY WEALTH MANAGEMENT LLC 1620.01%0.08%0.14%Q4 2018Q2 202318
Thomas J. Herzfeld Advisors, Inc. 18180.00%0.01%0.02%Q4 2015Q1 202018
STERLING INVESTMENT MANAGEMENT, LLC 18180.61%1.05%1.52%Q1 2019Q2 202318
M Holdings Securities, Inc. 1210.10%0.13%0.33%Q2 2016Q1 202318
Bruderman Asset Management, LLC 18180.00%1.19%2.92%Q1 2015Q2 201918
Westhampton Capital, LLC 18181.25%1.66%2.12%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.07%0.08%0.10%Q2 2013Q3 201718
DOLIVER ADVISORS, LP 1440.09%0.13%0.18%Q1 2018Q4 202318
SAGE RHINO CAPITAL LLC 1440.08%0.12%0.16%Q1 2019Q3 202318
TIAA, FSB 850.00%0.01%0.03%Q2 2017Q2 202318
Sequoia Financial Advisors, LLC 1080.01%0.02%0.02%Q1 2019Q3 202318
DELTA ASSET MANAGEMENT LLC/TN 1440.00%0.00%0.00%Q3 2018Q3 202318
Bogart Wealth, LLC 1530.00%0.00%0.00%Q3 2017Q3 202318
Lenox Wealth Advisors, LLC 1610.00%0.00%0.01%Q4 2013Q3 202118
One Wealth Advisors, LLC 1040.00%0.10%0.20%Q4 2017Q4 202218
First Heartland Consultants, Inc. 18180.03%0.10%0.17%Q2 2013Q3 201718
Barrington Strategic Wealth Management Group LLC 18180.86%1.19%1.73%Q2 2013Q3 201718
CHESAPEAKE ASSET MANAGEMENT LLC 18180.23%0.28%0.35%Q2 2013Q3 201718
Sowell Financial Services LLC 1010.03%0.11%0.20%Q4 2016Q1 202318
EVERGREEN CAPITAL MANAGEMENT LLC 1260.02%0.03%0.04%Q3 2018Q3 202318
Ellevest, Inc. 18180.02%0.04%0.06%Q2 2019Q3 202318
Jolley Asset Management, LLC 1710.09%0.38%2.79%Q4 2014Q1 202018
NATIONAL PLANNING CORP 18180.04%0.06%0.09%Q2 2013Q3 201718
OLD MISSION CAPITAL LLC 510.01%0.71%1.70%Q2 2015Q2 202318
GUYASUTA INVESTMENT ADVISORS INC 1510.01%0.05%0.10%Q1 2015Q1 202218
Kovack Advisors, Inc. 1530.03%0.09%0.15%Q4 2016Q3 202218
Perennial Advisors, LLC 1620.03%0.55%0.96%Q3 2018Q3 202318
HBK Sorce Advisory LLC 18180.02%0.03%0.04%Q2 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.27%0.59%0.95%Q2 2019Q3 202318
Sharkey, Howes & Javer 18180.03%0.03%0.04%Q1 2015Q2 201918
LMCG INVESTMENTS, LLC 1070.15%0.32%0.56%Q2 2013Q3 202317
Forester Capital Management, LTD 17170.16%0.22%0.29%Q2 2013Q2 201717
Bedel Financial Consulting, Inc. 17170.01%0.02%0.04%Q1 2018Q1 202217
Independent Portfolio Consultants, Inc. 17170.08%0.17%0.44%Q2 2013Q2 201717
Sound Income Strategies, LLC 1340.00%0.01%0.01%Q4 2017Q1 202317
HEADINVEST, LLC 1610.06%0.07%0.09%Q2 2019Q3 202317
WFG Advisors, LP 17170.00%0.04%0.14%Q2 2013Q2 201717
TWO SIGMA INVESTMENTS, LP 810.00%0.02%0.07%Q2 2013Q2 202317
Geneva Advisors, LLC 17170.01%0.09%0.60%Q2 2013Q2 201717
Pacifica Partners Inc. 17170.01%0.02%0.05%Q4 2019Q4 202317
Smith Affiliated Capital Corp. 1340.00%0.08%0.25%Q2 2013Q3 201717
Personal Capital Advisors Corp 1070.00%0.00%0.00%Q3 2018Q4 202217
Hansberger Growth Investors, LP 1520.88%2.74%3.66%Q4 2014Q3 202017
FULTON BANK, N.A. 1070.02%0.02%0.04%Q2 2013Q1 201917
OmniStar Financial Group, Inc. 740.16%0.45%0.69%Q4 2017Q1 202317
PARK NATIONAL CORP /OH/ 1010.01%0.01%0.02%Q2 2016Q1 202217
Cordasco Financial Network 17170.00%0.00%0.02%Q2 2018Q2 202217
PARK AVENUE SECURITIES LLC 1610.01%0.02%0.06%Q1 2019Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1610.00%0.11%0.41%Q2 2013Q2 202117
Kingsview Wealth Management, LLC 740.01%0.02%0.04%Q1 2019Q3 202317
ADVISORY RESEARCH INC 17170.00%0.01%0.01%Q3 2014Q3 201817
Bull Street Advisors, LLC 17170.62%0.78%0.96%Q3 2019Q3 202317
Farmers National Bank 1520.03%0.87%1.40%Q4 2014Q2 201917
TOMPKINS FINANCIAL CORP 1010.00%0.01%0.02%Q2 2014Q4 202317
UBS AG 660.00%0.08%0.23%Q2 2013Q3 201417
Wealthcare Advisory Partners LLC 1110.00%0.01%0.02%Q3 2017Q3 202317
IHT Wealth Management, LLC 620.01%0.02%0.06%Q4 2016Q3 202317
WASHINGTON TRUST Co 1610.01%0.09%0.22%Q2 2018Q3 202317
LOOMIS SAYLES & CO L P 980.00%0.02%0.07%Q2 2013Q4 201917
FULTON BREAKEFIELD BROENNIMAN LLC 17170.04%0.28%1.15%Q3 2019Q3 202317
Pflug Koory, LLC 1110.00%0.01%0.01%Q1 2018Q3 202317
Doyle Wealth Management 1610.02%0.03%0.06%Q4 2017Q1 202217
CAPSTONE ASSET MANAGEMENT CO 17170.04%0.09%0.18%Q2 2013Q2 201717
BREWIN DOLPHIN LTD 17170.00%0.00%0.01%Q3 2017Q3 202117
Dynamic Advisor Solutions LLC 1010.02%0.04%0.19%Q3 2016Q3 202317
MONROE BANK & TRUST/MI 630.01%0.01%0.01%Q2 2013Q2 201817
Capital Bank & Trust Co 17170.00%0.57%1.06%Q2 2017Q2 202117
JFS WEALTH ADVISORS, LLC 910.00%0.01%0.02%Q2 2014Q3 202317
CWA Asset Management Group, LLC 1610.45%0.92%1.07%Q4 2015Q1 202017
Bristlecone Advisors, LLC 1020.03%0.07%0.20%Q4 2015Q3 202317
Truvestments Capital LLC 610.00%0.02%0.09%Q3 2018Q3 202317
Kelman-Lazarov, Inc. 1610.07%0.22%0.28%Q1 2016Q4 202117
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
American Investment Services, Inc. 1340.11%0.13%0.15%Q2 2016Q3 202017
Buckingham Capital Management, Inc. 17170.08%0.42%0.56%Q2 2013Q2 201717
FIRST MERCHANTS CORP 1520.02%0.04%0.06%Q3 2017Q1 202217
Litman Gregory Wealth Management LLC 16160.00%0.01%0.03%Q2 2017Q1 202116
Column Capital Advisors, LLC 16160.00%0.00%0.02%Q4 2019Q3 202316
EAGLE ASSET MANAGEMENT INC 1060.00%0.00%0.01%Q3 2017Q1 202316
TIAA CREF TRUST CO FSB/MO 16160.03%0.12%0.22%Q2 2013Q1 201716
Centerpoint Advisors, LLC 970.02%0.02%0.02%Q4 2018Q3 202316
HARDING LOEVNER LP 1510.00%0.52%0.82%Q3 2015Q3 202216
Van Hulzen Asset Management, LLC 610.02%0.12%0.39%Q4 2013Q1 202316
Gemmer Asset Management LLC 880.00%0.00%0.00%Q1 2018Q1 202216
Atlas Private Wealth Management, LLC 16160.02%0.44%0.66%Q4 2019Q3 202316
Clarius Group, LLC 1210.02%0.04%0.05%Q2 2019Q3 202316
Optas, LLC 16160.07%0.09%0.13%Q4 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.00%0.01%Q4 2019Q3 202316
Freestone Capital Holdings, LLC 1110.00%0.16%0.28%Q2 2013Q1 202216
Aspire Private Capital, LLC 1310.00%0.00%0.01%Q4 2018Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
Seascape Capital Management 16160.89%1.43%1.97%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.03%0.04%0.06%Q4 2019Q3 202316
Aberdeen Wealth Management LLC 16160.66%0.90%1.18%Q4 2019Q3 202316
Cypress Capital Management LLC (WY) 970.03%0.04%0.06%Q4 2014Q2 201916
Stokes Family Office, LLC 16160.16%0.33%0.41%Q4 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.03%0.04%0.09%Q1 2018Q3 202316
Icon Wealth Partners, LLC 810.03%0.07%0.09%Q4 2017Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.03%0.04%0.08%Q4 2019Q3 202316
AdvisorShares Investments LLC 16160.01%0.06%0.15%Q4 2019Q3 202316
Ethic Inc. 16160.12%0.24%0.40%Q4 2019Q3 202316
Core Alternative Capital 16161.51%1.84%2.38%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.03%0.04%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.02%0.03%0.04%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.03%0.05%0.08%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 16160.02%0.06%0.10%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
S.A. Mason LLC 16160.06%0.08%0.12%Q4 2019Q3 202316
Gleason Group, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
Pinnacle Wealth Planning Services, Inc. 1240.05%0.12%0.32%Q4 2017Q3 202316
BRANDYWINE OAK PRIVATE WEALTH LLC 1060.03%0.06%0.08%Q4 2018Q3 202316
Winfield Associates, Inc. 1330.01%0.03%0.05%Q4 2013Q4 201716
ACADEMY CAPITAL MANAGEMENT INC/TX 15152.18%3.30%4.04%Q2 2015Q4 201815
CANADA PENSION PLAN INVESTMENT BOARD 1410.00%0.02%0.05%Q1 2016Q3 202015
A.R.T. Advisors, LLC 510.01%0.08%0.15%Q4 2013Q3 201915
Opus Capital Group, LLC 1410.04%0.07%0.11%Q1 2016Q4 201915
BlackRock Group LTD 15150.01%0.02%0.02%Q2 2013Q4 201615
MYCIO WEALTH PARTNERS, LLC 1410.00%0.00%0.02%Q2 2013Q4 201915
HIGH POINT BANK & TRUST CO 15150.11%0.14%0.18%Q2 2013Q4 201615
OFI Advisors LLC 1140.00%0.01%0.03%Q3 2011Q3 201515
Marquette Asset Management, LLC 15150.01%0.01%0.02%Q1 2019Q3 202215
OLD DOMINION CAPITAL MANAGEMENT INC 15150.13%0.21%0.38%Q1 2018Q3 202115
MSI Financial Services Inc 15150.02%0.05%0.12%Q2 2013Q4 201615
Busey Bank 1010.01%0.59%1.59%Q2 2013Q1 202215
Dynamic Capital Management Ltd 510.06%0.47%2.26%Q2 2013Q2 201915
MASSMUTUAL TRUST CO FSB/ADV 1140.00%0.00%0.00%Q4 2013Q3 201715
Rosenberg Matthew Hamilton 15150.06%0.08%0.09%Q1 2020Q3 202315
Citizens National Bank Trust Department 15150.38%0.66%1.14%Q1 2020Q3 202315
MOODY NATIONAL BANK TRUST DIVISION 15150.01%0.04%0.05%Q3 2018Q1 202215
Endurance Wealth Management, Inc. 15150.00%0.01%0.01%Q4 2019Q2 202315
BLACKROCK ADVISORS LLC 15150.08%0.10%0.13%Q2 2013Q4 201615
CWS Financial Advisors, LLC 870.27%0.42%0.61%Q4 2019Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.08%0.12%0.18%Q1 2020Q3 202315
Wealth Alliance 15150.11%0.20%0.32%Q1 2020Q3 202315
Pavion Blue Capital, LLC 15150.21%1.54%1.89%Q1 2020Q3 202315
Main Street Research LLC 1410.02%1.43%1.76%Q2 2013Q1 202215
TRANSCEND CAPITAL ADVISORS, LLC 1320.10%0.17%0.34%Q4 2019Q3 202315
TODD ASSET MANAGEMENT LLC 15150.03%0.18%0.52%Q2 2013Q4 201615
Allianz Asset Management GmbH 1050.00%0.03%0.09%Q2 2013Q4 202115
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
BCWM, LLC 15151.95%2.51%2.89%Q1 2020Q3 202315
Calvert Investment Management, Inc. 15150.02%0.04%0.09%Q2 2013Q4 201615
Bollard Group LLC 1410.00%0.00%0.01%Q3 2016Q2 202315
Virtu KCG Holdings LLC 15150.01%0.09%0.31%Q3 2013Q1 201715
EXENCIAL WEALTH ADVISORS, LLC 1410.00%0.16%0.27%Q1 2013Q3 202315
BEACON FINANCIAL GROUP 1010.03%0.45%0.79%Q2 2015Q4 202115
GRATRY & Co LLC 872.14%2.34%2.61%Q2 2013Q1 201815
LAKE STREET ADVISORS GROUP, LLC 15150.03%0.04%0.05%Q4 2017Q2 202115
Arete Wealth Advisors, LLC 810.03%0.09%0.17%Q2 2018Q3 202315
Stratos Wealth Advisors, LLC 1230.02%0.05%0.18%Q3 2019Q3 202315
Archford Capital Strategies, LLC 1320.00%0.04%0.57%Q1 2014Q2 201815
Raab & Moskowitz Asset Management LLC 510.01%0.28%0.84%Q1 2014Q2 202315
EXANE DERIVATIVES 320.00%0.00%0.01%Q2 2015Q2 201715
Transform Wealth, LLC 15150.03%0.08%0.31%Q2 2016Q4 201915
Patten Group, Inc. 15150.02%0.04%0.07%Q2 2015Q4 201815
Advisor Group, Inc. 15150.03%0.04%0.06%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.02%0.02%0.04%Q1 2020Q3 202315
Cardan Capital Partners, LLC 15150.03%0.04%0.06%Q1 2018Q3 202115
Horan Securities, Inc. 830.01%0.08%0.13%Q4 2018Q3 202315
ROPES WEALTH ADVISORS LLC 710.00%0.03%0.07%Q1 2018Q2 202315
Alpha Omega Wealth Management LLC 15150.03%0.07%0.15%Q4 2016Q2 202015
BlackRock Investment Management, LLC 15150.10%0.17%0.29%Q2 2013Q4 201615
Eastover Investment Advisors LLC 14142.80%3.10%3.40%Q1 2020Q2 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.02%0.03%Q2 2020Q3 202314
Qube Research & Technologies Ltd 1210.00%0.05%0.24%Q3 2019Q3 202314
Mosaic Family Wealth, LLC 14140.04%0.05%0.06%Q4 2015Q1 201914
THOMAS WHITE INTERNATIONAL LTD 14140.31%0.47%0.67%Q1 2020Q2 202314
Beacon Pointe Advisors, LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
Vanguard Personalized Indexing Management, LLC 14140.05%0.07%0.13%Q2 2020Q3 202314
Hugh Johnson Advisors LLC 860.09%0.11%0.15%Q2 2013Q2 201914
WESTPORT RESOURCES MANAGEMENT INC 14140.14%0.39%0.69%Q2 2013Q3 201614
NORTHROAD CAPITAL MANAGEMENT LLC 14142.68%4.01%4.75%Q2 2013Q3 201614
MAVERICK CAPITAL LTD 510.01%0.05%0.20%Q1 2017Q2 202314
Keystone Financial Planning, Inc. 14141.14%2.66%3.28%Q4 2014Q1 201814
Financial Management Professionals, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
Clean Yield Group 1040.00%0.00%0.01%Q2 2019Q3 202314
LEAVELL INVESTMENT MANAGEMENT, INC. 1010.00%0.02%0.02%Q2 2010Q2 202314
Horizon Investments, LLC 720.03%0.06%0.14%Q1 2016Q3 202314
Wealthspire Advisors, LLC 1210.01%0.02%0.03%Q4 2018Q3 202314
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.66%1.39%Q2 2013Q3 201914
Robertson Stephens Wealth Management, LLC 1130.03%0.06%0.14%Q3 2019Q3 202314
VONTOBEL ASSET MANAGEMENT INC 14140.18%0.38%0.69%Q2 2013Q3 201614
Hirtle Callaghan & Co LLC 630.01%0.05%0.13%Q3 2013Q4 202214
Sepio Capital, LP 1130.35%0.49%0.62%Q4 2018Q3 202314
Zions Bancorporation 1310.00%0.02%0.07%Q1 2015Q3 201814
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 860.00%0.02%0.03%Q3 2018Q1 202314
Bowie Capital Management, LLC 14140.13%1.52%2.85%Q4 2016Q1 202014
AMERICAN ASSET MANAGEMENT INC. 14140.24%0.52%0.68%Q3 2016Q4 201914
TRUST DEPARTMENT MB FINANCIAL BANK N A 830.00%0.00%0.01%Q2 2013Q3 201814
Capital International Investors 14140.00%0.01%0.02%Q2 2020Q3 202314
Copeland Capital Management, LLC 770.00%0.00%0.00%Q4 2018Q3 202314
Euro Pacific Asset Management, LLC 14140.12%0.46%0.73%Q2 2020Q3 202314
BRINKER CAPITAL INC 1220.04%0.11%0.26%Q4 2016Q2 202014
Pacer Advisors, Inc. 610.00%0.02%0.09%Q4 2013Q3 202314
Live Oak Private Wealth LLC 14141.29%1.38%1.57%Q2 2020Q3 202314
Equitable Holdings, Inc. 1310.00%0.01%0.01%Q4 2019Q3 202314
ST GERMAIN D J CO INC 1130.01%0.02%0.02%Q2 2020Q4 202314
Aristotle Capital Management, LLC 14141.78%2.04%2.45%Q2 2013Q3 201614
Private Wealth Partners, LLC 1130.05%0.09%0.12%Q4 2013Q1 202014
Ninety One UK Ltd 14140.00%0.00%0.00%Q2 2020Q3 202314
Arkadios Wealth Advisors 1220.00%0.03%0.04%Q4 2019Q3 202314
FIRST NATIONAL BANK SIOUX FALLS 14140.02%0.02%0.02%Q2 2013Q3 201614
EP Wealth Advisors, LLC 510.01%0.47%1.68%Q2 2013Q3 202314
Larson Financial Group LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Value Partners Investments Inc. 14140.34%0.55%0.85%Q2 2020Q3 202314
HAP Trading, LLC 510.00%0.91%6.74%Q2 2014Q2 202114
SHINE INVESTMENT ADVISORY SERVICES INC 14140.02%0.03%0.04%Q2 2017Q3 202014
CROFT-LEOMINSTER INC 14140.08%1.10%1.47%Q3 2014Q4 201714
Solstein Capital, LLC 1130.02%0.31%0.70%Q1 2020Q3 202314
CVA Family Office, LLC 14140.00%0.02%0.05%Q1 2020Q2 202314
RITHOLTZ WEALTH MANAGEMENT 14140.03%0.06%0.09%Q2 2020Q3 202314
STABLEFORD CAPITAL II LLC 1220.26%0.64%1.34%Q1 2020Q3 202314
Traynor Capital Management, Inc. 14140.07%0.18%0.25%Q1 2017Q2 202014
Blue Zone Wealth Advisors, LLC 13130.90%1.14%1.86%Q3 2020Q3 202313
ADVANTAGE INVESTMENT MANAGEMENT, LLC 13130.01%0.02%0.08%Q4 2015Q4 201813
Liberty Mutual Group Asset Management Inc. 13130.01%0.03%0.07%Q3 2015Q3 201813
Lenox Wealth Management, Inc. 13130.01%0.02%0.06%Q2 2017Q2 202013
CX Institutional 1210.01%0.02%0.05%Q4 2018Q2 202213
L & S Advisors Inc 13130.09%0.16%0.24%Q2 2017Q2 202013
EVOKE WEALTH, LLC 13130.00%0.01%0.04%Q3 2019Q3 202213
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.04%0.15%0.68%Q3 2020Q3 202313
FIRST NIAGARA BANK 13130.07%0.09%0.10%Q2 2013Q2 201613
Townsend & Associates, Inc 13130.97%1.81%2.50%Q4 2017Q4 202013
Founders Financial Alliance, LLC 13130.16%0.22%0.27%Q3 2020Q3 202313
DUNCKER STREETT & CO INC 1210.00%0.00%0.00%Q3 2014Q4 202213
CANANDAIGUA NATIONAL BANK & TRUST CO 940.04%0.09%0.19%Q1 2018Q4 202313
IBERIABANK CORP 1210.08%0.14%0.25%Q1 2013Q2 202013
Graypoint LLC 13130.03%0.07%0.25%Q1 2020Q1 202313
Port Capital LLC 13130.04%0.09%0.15%Q4 2017Q4 202013
Hexagon Capital Partners LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
MONETA GROUP INVESTMENT ADVISORS LLC 1120.00%0.01%0.02%Q1 2018Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.00%0.00%Q2 2016Q2 201913
JEPPSON WEALTH MANAGEMENT, LLC 13130.13%0.15%0.16%Q3 2020Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 1210.00%0.01%0.02%Q2 2020Q3 202313
SYMONS CAPITAL MANAGEMENT INC 13132.20%3.44%5.42%Q1 2015Q1 201813
Kestra Advisory Services, LLC 13130.05%0.07%0.09%Q3 2020Q3 202313
BRANDES INVESTMENT PARTNERS, LP 13130.03%0.04%0.05%Q2 2014Q2 201713
Affiance Financial, LLC 13130.27%0.32%0.37%Q3 2020Q3 202313
NAVELLIER & ASSOCIATES INC 13130.00%0.02%0.05%Q3 2012Q3 201513
VSR Financial Services, Inc. 13130.05%0.07%0.11%Q2 2013Q2 201613
DRW Securities, LLC 810.02%0.07%0.32%Q4 2017Q2 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.16%0.19%Q3 2020Q3 202313
KANALY TRUST CO 13130.00%0.03%0.11%Q4 2013Q4 201613
Elmwood Wealth Management, Inc. 710.00%0.00%0.00%Q1 2018Q4 202113
King Wealth Management Group 720.04%1.16%3.11%Q2 2013Q1 202213
Randolph Co Inc 13130.88%2.73%5.24%Q1 2017Q1 202013
Corbenic Partners LLC 13130.04%0.05%0.09%Q4 2014Q4 201713
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.04%0.17%Q3 2015Q3 202313
Baldwin Investment Management, LLC 13130.04%0.05%0.06%Q3 2020Q3 202313
PITCAIRN CO 940.02%0.03%0.05%Q1 2019Q2 202213
Certified Advisory Corp 1110.01%0.02%0.03%Q4 2017Q3 202313
Trexquant Investment LP 410.02%0.06%0.11%Q3 2015Q4 202213
Wellesley Investment Partners, LLC 13130.11%0.13%0.15%Q3 2017Q3 202013
CAMPBELL CAPITAL MANAGEMENT INC 910.27%2.83%5.35%Q1 2020Q4 202313
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.10%0.19%0.24%Q2 2013Q2 201613
LYELL WEALTH MANAGEMENT, LP 760.03%0.06%0.10%Q3 2018Q2 202213
GRAYBILL WEALTH MANAGEMENT, LTD. 13131.64%1.86%2.05%Q3 2020Q3 202313
Marietta Wealth Management, LLC 13130.16%0.22%0.32%Q4 2016Q4 201913
Dynamic Technology Lab Private Ltd 410.04%0.15%0.54%Q1 2012Q4 202213
GENERAL ELECTRIC CO 13130.02%0.03%0.04%Q2 2013Q2 201613
Venture Visionary Partners LLC 1210.06%0.11%0.20%Q4 2019Q3 202313
Investors Capital Advisory Services 13130.09%0.12%0.17%Q2 2013Q2 201613
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
TSFG, LLC 840.00%0.00%0.00%Q1 2019Q3 202312
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.01%0.07%0.14%Q1 2016Q2 202312
Advisor OS, LLC 12120.11%0.16%0.23%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.01%0.02%0.03%Q2 2018Q1 202112
Mariner Wealth Advisors-Cincinnati, LLC 910.01%0.02%0.04%Q4 2014Q2 201812
CAMBRIDGE TRUST CO 840.01%0.02%0.05%Q2 2016Q3 202312
Principle Wealth Partners LLC 1110.01%0.03%0.04%Q2 2020Q2 202312
JBJ Investment Partners, LLC 12120.03%0.16%0.25%Q1 2019Q4 202112
PROSPECTOR PARTNERS LLC 12120.30%1.16%1.44%Q3 2014Q2 201712
Banco Santander, S.A. 710.00%0.01%0.05%Q1 2018Q3 202312
VICTORY CAPITAL MANAGEMENT INC 930.02%0.15%0.43%Q3 2014Q3 202312
HENDLEY & CO INC 1110.08%0.95%1.56%Q1 2014Q3 202012
Homrich & Berg 610.01%0.01%0.02%Q1 2018Q3 202112
SEVEN EIGHT CAPITAL, LP 410.00%0.10%0.22%Q2 2014Q2 202312
Segment Wealth Management, LLC 12120.56%0.73%0.87%Q3 2017Q2 202012
Blue Fin Capital, Inc. 12120.17%0.30%0.50%Q4 2013Q3 201612
Prime Capital Investment Advisors, LLC 630.00%0.01%0.04%Q4 2017Q3 202312
SIMPLEX TRADING, LLC 510.00%0.05%0.16%Q4 2014Q4 202212
Live Your Vision, LLC 1110.00%0.00%0.00%Q3 2015Q1 201912
TWO SIGMA ADVISERS, LP 1020.00%0.02%0.04%Q3 2016Q3 201912
Fusion Capital, LLC 12120.18%0.22%0.24%Q4 2020Q3 202312
HERON FINANCIAL GROUP, LLC 1110.12%0.14%0.19%Q4 2019Q2 202312
RUSSELL FRANK CO/ 12120.02%0.06%0.09%Q2 2013Q1 201612
Total Clarity Wealth Management, Inc. 1110.14%0.18%0.23%Q4 2019Q4 202212
Aries Wealth Management 660.12%0.16%0.18%Q3 2020Q3 202312
Concert Wealth Management Inc. 660.03%0.04%0.06%Q3 2013Q3 201612
MCDONALD PARTNERS LLC 12120.00%0.14%0.20%Q4 2020Q3 202312
Salvus Wealth Management, LLC 12120.45%0.57%0.77%Q4 2020Q3 202312
Verition Fund Management LLC 410.02%0.24%1.16%Q4 2015Q1 202212
BCGM Wealth Management, LLC 12120.36%0.50%0.60%Q4 2020Q3 202312
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 840.10%0.21%0.51%Q1 2018Q1 202212
Quantitative Investment Management, LLC 410.02%0.10%0.40%Q3 2013Q3 202012
VAN ECK ASSOCIATES CORP 12120.00%0.00%0.00%Q1 2020Q4 202212
Pictet North America Advisors SA 12120.03%0.11%0.17%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.01%0.03%Q4 2018Q3 202112
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.45%0.50%0.55%Q4 2020Q3 202312
Oak Harvest Investment Services 12120.75%1.47%1.70%Q4 2020Q3 202312
CARILLON TOWER ADVISERS, INC. 12120.05%0.08%0.12%Q1 2018Q4 202012
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.10%0.13%0.23%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.01%0.06%0.19%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12121.29%1.50%1.62%Q4 2020Q3 202312
INDEPENDENT INVESTORS INC 840.07%0.27%0.39%Q3 2016Q4 201912
M. Kulyk & Associates, LLC 12120.88%1.38%1.77%Q4 2020Q3 202312
WHEATLAND ADVISORS INC 12120.21%0.25%0.42%Q1 2017Q4 201912
AVIANCE CAPITAL MANAGEMENT, LLC 820.00%0.02%0.04%Q3 2013Q1 201912
Accretive Wealth Partners, LLC 12120.66%0.84%0.93%Q4 2020Q3 202312
McGinn Penninger Investment Management, Inc. 12122.30%3.17%3.83%Q4 2020Q3 202312
NumerixS Investment Technologies Inc 510.01%0.06%0.18%Q4 2014Q2 202012
Cohen Investment Advisors LLC 12120.40%0.47%0.50%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.03%0.05%0.08%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.04%0.33%0.97%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 1010.02%0.03%0.06%Q4 2019Q3 202312
SITTNER & NELSON, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Tacita Capital Inc 12120.16%0.18%0.20%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.04%0.05%0.06%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.04%0.05%0.06%Q4 2020Q3 202312
Arlington Partners LLC 750.00%0.01%0.01%Q1 2018Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Lorne Steinberg Wealth Management Inc. 12122.13%2.58%3.13%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.07%0.24%0.44%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
Valmark Advisers, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
NATIXIS 12120.00%0.02%0.12%Q2 2013Q1 201612
Koshinski Asset Management, Inc. 410.01%0.04%0.11%Q3 2018Q3 202312
MANNING & NAPIER ADVISORS LLC 12120.02%0.04%0.05%Q2 2013Q1 201612
Krilogy Financial LLC 1110.00%0.01%0.01%Q3 2015Q3 201812
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.07%0.12%0.18%Q4 2018Q3 202112
Stokes & Hubbell Capital Management, LLC 12120.35%0.69%0.95%Q2 2016Q1 201912
Landsberg, Bennett, & Dubbaneh LLC 12120.15%0.67%0.92%Q4 2018Q3 202112
Principal Street Partners, LLC 750.04%0.11%0.16%Q3 2020Q3 202312
ACADIAN ASSET MANAGEMENT LLC 1110.00%0.01%0.02%Q1 2016Q2 202212
WHV Investments, Inc. 12122.29%3.22%3.99%Q2 2013Q1 201612
NVWM, LLC 1010.00%0.18%0.40%Q4 2017Q1 202211
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.02%Q2 2013Q4 201511
STRATTON MANAGEMENT CO 11110.18%0.29%0.62%Q2 2013Q4 201511
SANDERS MORRIS HARRIS LLC 830.04%0.05%0.08%Q4 2020Q3 202311
CT Financial Advisors LLC 1010.01%0.01%0.01%Q1 2014Q1 201711
BALASA DINVERNO & FOLTZ LLC 11110.03%0.04%0.05%Q2 2013Q4 201511
Timber Hill LLC 510.00%0.01%0.02%Q2 2013Q3 201711
CHEMICAL BANK 11110.03%0.14%0.30%Q2 2013Q4 201511
Candriam S.C.A. 820.00%0.02%0.04%Q4 2019Q4 202211
WADDELL & REED FINANCIAL INC 650.03%0.05%0.06%Q2 2013Q2 201611
Orion Capital Management LLC 1010.04%0.05%0.06%Q4 2020Q3 202311
Twin Lakes Capital Management, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
MACRO Consulting Group 11110.98%1.24%1.56%Q4 2018Q2 202111
BANQUE PICTET & CIE SA 11110.00%0.01%0.01%Q4 2020Q2 202311
Susquehanna International Securities, Ltd. 410.20%1.43%3.50%Q1 2019Q2 202311
Mawer Investment Management Ltd. 11110.06%0.73%1.05%Q3 2013Q1 201611
Piscataqua Savings Bank 11110.05%0.06%0.07%Q1 2021Q3 202311
Spire Wealth Management 11110.01%0.02%0.04%Q1 2021Q3 202311
Canvas Wealth Advisors, LLC 11110.12%0.41%1.43%Q1 2021Q3 202311
NewSquare Capital LLC 410.00%0.00%0.01%Q4 2015Q3 202311
TWIN FOCUS CAPITAL PARTNERS, LLC 11110.21%0.27%0.34%Q2 2013Q4 201511
Pallas Capital Advisors LLC 11110.01%0.55%0.84%Q1 2021Q3 202311
Keel Point, LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
Douglas C. Lane & Associates, Inc. 11110.83%1.01%1.30%Q2 2013Q4 201511
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.01%Q4 2020Q3 202311
HARVEY INVESTMENT CO LLC 11110.03%0.03%0.03%Q4 2020Q2 202311
Spectrum Asset Management, Inc. (NB/CA) 11110.22%0.72%1.24%Q2 2017Q4 201911
Ranch Capital Advisors Inc. 11110.12%0.16%0.23%Q3 2019Q1 202211
Eukles Asset Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Meristem Family Wealth, LLC 11110.04%0.07%0.08%Q3 2019Q1 202211
CENTAURUS FINANCIAL, INC. 1010.02%0.02%0.03%Q2 2018Q3 202311
GREYSTONE INVESTMENT MANAGEMENT LLC 11110.60%2.50%3.26%Q3 2014Q1 201711
NEW YORK STATE COMMON RETIREMENT FUND 11110.00%0.01%0.01%Q1 2021Q3 202311
BSW Wealth Partners 11110.06%0.08%0.12%Q1 2021Q3 202311
Clark Capital Management Group, Inc. 420.02%0.19%0.41%Q2 2013Q3 202211
Marcum Wealth, LLC 11110.04%0.06%0.07%Q1 2021Q3 202311
Waverly Advisors, LLC 520.00%0.04%0.09%Q3 2013Q4 201711
ATWOOD & PALMER INC 11110.00%0.00%0.00%Q1 2021Q3 202311
MEEDER ASSET MANAGEMENT INC 710.00%0.00%0.00%Q3 2019Q3 202211
Nachman Norwood & Parrott, Inc 11110.10%0.14%0.19%Q4 2018Q2 202111
Nuveen Asset Management, LLC 1010.00%0.00%0.00%Q2 2020Q3 202311
Goelzer Investment Management, Inc. 710.01%0.23%0.53%Q2 2016Q3 202311
CREDIT AGRICOLE S A 11110.00%0.00%0.00%Q1 2021Q3 202311
CANANDAIGUA NATIONAL CORP 11110.12%0.14%0.16%Q2 2020Q4 202211
GAM Holding AG 11110.01%0.01%0.02%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.00%0.00%0.01%Q4 2017Q2 202011
Belpointe Asset Management LLC 910.01%0.01%0.02%Q3 2018Q1 202311
Capstone Triton Financial Group, LLC 740.94%1.15%1.34%Q4 2020Q3 202311
Eudaimonia Partners, LLC 830.05%0.19%0.29%Q4 2019Q3 202211
MARTIN CURRIE LTD 11110.00%0.00%0.00%Q4 2017Q2 202011
Dunvegan Associates, Inc. 11110.35%0.51%0.61%Q2 2013Q4 201511
SCHMIDT P J INVESTMENT MANAGEMENT INC 11110.31%1.06%1.55%Q1 2012Q3 201411
Venturi Wealth Management, LLC 830.00%0.03%0.06%Q2 2020Q3 202311
O'Brien Greene & Co. Inc 11110.11%0.16%0.19%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.01%0.02%Q4 2020Q2 202311
Alhambra Investment Management LLC 11110.30%0.39%0.46%Q1 2021Q3 202311
Intercontinental Wealth Advisors, LLC 11110.04%0.19%0.25%Q1 2017Q3 201911
Barnett & Company, Inc. 11110.00%0.00%0.02%Q1 2016Q3 201811
Marks Group Wealth Management, Inc 11110.03%0.12%0.21%Q1 2021Q3 202311
Virtu Financial LLC 410.02%0.07%0.18%Q4 2017Q3 202311
LAKEWOOD CAPITAL MANAGEMENT, LP 1010.47%0.91%1.56%Q3 2019Q3 202311
Sageworth Trust Co 610.00%0.00%0.01%Q2 2018Q1 202311
Artemis Wealth Advisors, LLC 11110.02%0.03%0.04%Q4 2019Q2 202211
Financial Engines Advisors L.L.C. 11110.00%0.00%0.00%Q3 2020Q1 202311
Legacy Financial Advisors, Inc. 620.02%0.04%0.06%Q4 2017Q2 202311
Hemenway Trust Co LLC 1010.02%0.02%0.03%Q4 2019Q2 202311
CHILTON INVESTMENT CO INC. 11110.01%1.24%2.69%Q2 2013Q4 201511
FIRST QUADRANT LLC/CA 11110.00%0.02%0.06%Q2 2013Q4 201511
FRANKLIN STREET ADVISORS INC /NC 11110.12%0.96%2.02%Q2 2013Q4 201511
DAVIS SELECTED ADVISERS 11110.30%0.40%0.57%Q2 2013Q4 201511
WADE G W & INC 11110.01%0.01%0.02%Q1 2021Q3 202311
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.10%0.42%0.76%Q2 2013Q4 201511
Tradition Wealth Management, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Advocacy Wealth Management Services, LLC 820.00%0.01%0.04%Q2 2013Q3 201710
Summit Trail Advisors, LLC 710.01%0.04%0.12%Q4 2017Q3 202310
Aaron Wealth Advisors LLC 10100.03%0.08%0.13%Q1 2021Q2 202310
West Financial Advisors, LLC 820.00%0.01%0.01%Q4 2020Q3 202310
Dorsey Wright & Associates 511.00%1.11%1.30%Q4 2018Q4 202210
BDO Wealth Advisors, LLC 10100.00%0.00%0.01%Q1 2021Q2 202310
Evercore Wealth Management, LLC 10100.10%0.44%0.65%Q2 2013Q3 201510
Brick & Kyle, Associates 10100.04%0.11%0.16%Q4 2014Q1 201710
Willingdon Wealth Management 910.00%0.23%0.91%Q3 2017Q1 202010
ANCHOR CAPITAL ADVISORS LLC 910.01%0.15%0.32%Q1 2018Q3 202310
CITY NATIONAL BANK 10100.03%0.05%0.09%Q2 2013Q3 201510
NOMURA HOLDINGS INC 710.00%0.01%0.04%Q4 2012Q2 201510
Taylor Hoffman Wealth Management 910.01%0.04%0.07%Q4 2017Q2 202010
JANUS HENDERSON INVESTORS US LLC 810.00%0.00%0.02%Q2 2013Q4 201610
Guidant Wealth Advisors 10100.01%0.01%0.01%Q3 2016Q4 201810
RONALD BLUE & CO LLC 10100.00%0.05%0.07%Q2 2013Q3 201510
SRS Capital Advisors, Inc. 10100.00%0.01%0.02%Q2 2021Q3 202310
FORA Capital, LLC 410.02%0.15%0.31%Q4 2019Q3 202310
INVESTMENT PARTNERS, LTD. 510.08%0.13%0.18%Q4 2018Q3 202210
GYL FINANCIAL SYNERGIES, LLC 730.12%0.16%0.22%Q4 2018Q3 202310
EVERETT HARRIS & CO /CA/ 910.00%0.00%0.01%Q2 2019Q2 202210
NORTHERN CAPITAL MANAGEMENT LLC 10100.12%0.56%1.23%Q3 2014Q4 201610
River Road Asset Management, LLC 10100.00%0.01%0.01%Q2 2017Q3 201910
PARADIGM ASSET MANAGEMENT CO LLC 550.00%0.02%0.03%Q2 2013Q3 202310
Ironsides Asset Advisors, LLC 820.29%0.32%0.37%Q2 2014Q4 201610
Allred Capital Management, LLC 10100.17%0.23%0.27%Q1 2019Q2 202110
Counsel Portfolio Services Inc. 10100.06%0.17%0.20%Q3 2013Q4 201510
First Trust Direct Indexing L.P. 10100.05%0.10%0.15%Q2 2021Q3 202310
Pendal Group Ltd 10100.00%0.11%0.35%Q3 2020Q4 202210
BANK OF NOVA SCOTIA 910.00%0.02%0.04%Q1 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 10100.17%0.26%0.48%Q4 2018Q1 202110
Perigon Wealth Management, LLC 510.01%0.02%0.04%Q1 2016Q3 202310
Marshall Wace North America L.P. 510.00%0.07%0.26%Q1 2017Q2 202110
Americana Partners, LLC 710.05%0.12%0.26%Q4 2019Q3 202310
THOMPSON DAVIS & CO., INC. 910.00%0.02%0.03%Q4 2013Q3 201710
EXCALIBUR MANAGEMENT CORP 910.10%0.11%0.14%Q4 2019Q2 202310
Merit Financial Group, LLC 810.01%0.01%0.02%Q4 2019Q3 202310
iAB Financial Bank 10100.12%0.14%0.16%Q1 2015Q2 201710
ASSOCIATED BANC-CORP 420.00%0.01%0.01%Q1 2020Q1 202310
Apollon Wealth Management, LLC 910.02%0.06%0.12%Q2 2020Q3 202310
Omnia Family Wealth, LLC 10100.01%0.01%0.01%Q4 2016Q1 201910
Summit Financial, LLC 10100.03%0.08%0.11%Q2 2021Q3 202310
Parsec Financial Management, Inc. 10100.03%0.04%0.05%Q3 2017Q4 201910
AllSquare Wealth Management LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
GSB Wealth Management, LLC 820.57%0.67%0.73%Q1 2021Q3 202310
INTEGRAL DERIVATIVES, LLC 510.00%0.02%0.08%Q3 2014Q2 201710
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
First National Bank of Hutchinson 10100.10%0.20%0.26%Q1 2021Q2 202310
Jeereddi Investments, LP 710.18%0.32%0.73%Q4 2019Q4 202210
PFG Advisors 10100.11%0.21%0.25%Q1 2021Q2 202310
Trust Investment Advisors 10101.19%1.33%1.44%Q4 2013Q1 201610
First Bank & Trust 610.00%0.01%0.04%Q4 2017Q2 202210
Centennial Wealth Advisory LLC 550.08%0.13%0.16%Q4 2020Q2 202310
CONNABLE OFFICE INC 10100.09%0.12%0.15%Q2 2013Q3 201510
FORT PITT CAPITAL GROUP, LLC 610.01%0.02%0.02%Q3 2017Q4 202010
Disciplined Investments, LLC 10100.00%0.01%0.01%Q4 2019Q1 202210
YCG, LLC 10100.00%0.01%0.01%Q1 2014Q2 201610
Versant Capital Management, Inc 990.00%0.00%0.01%Q4 2015Q4 20179
GW HENSSLER & ASSOCIATES LTD 990.03%1.06%1.35%Q2 2013Q2 20159
ALTA CAPITAL MANAGEMENT LLC/ 990.06%0.08%0.10%Q4 2014Q4 20169
CORNERSTONE CAPITAL MANAGEMENT LLC 991.08%2.09%2.98%Q2 2013Q2 20159
NOESIS CAPITAL MANGEMENT CORP 630.05%0.06%0.08%Q2 2019Q1 20229
Champlain Investment Partners, LLC 990.00%0.01%0.01%Q3 2014Q3 20169
Campbell & CO Investment Adviser LLC 610.04%0.50%1.81%Q1 2015Q3 20239
BRIGHTON JONES LLC 410.01%0.02%0.05%Q1 2019Q4 20229
Stanford Investment Group, Inc. 990.01%0.02%0.03%Q4 2014Q4 20169
Aureus Asset Management, LLC 810.02%0.03%0.06%Q3 2020Q1 20239
GHP Investment Advisors, Inc. 710.01%0.01%0.03%Q4 2017Q3 20239
683 Capital Management, LLC 990.06%1.17%2.62%Q1 2020Q1 20229
MANAGED ACCOUNT ADVISORS LLC 990.11%0.20%0.28%Q2 2013Q2 20159
Westover Capital Advisors, LLC 990.17%0.25%0.40%Q2 2013Q2 20159
ArrowMark Colorado Holdings LLC 990.10%0.16%0.28%Q4 2015Q4 20179
Simplicity Solutions, LLC 420.00%0.02%0.08%Q4 2018Q3 20239
Cambria Investment Management, L.P. 990.62%0.71%0.89%Q3 2017Q3 20199
Semper Trust Co. 990.49%0.65%0.81%Q2 2013Q2 20159
RPg Family Wealth Advisory, LLC 510.01%0.02%0.03%Q4 2015Q1 20199
Circle Wealth Management, LLC 810.05%0.24%0.42%Q1 2019Q4 20219
Crosspoint Capital Strategies, LLC 990.01%0.24%0.84%Q4 2013Q4 20159
Northeast Financial Consultants Inc 630.01%0.03%0.04%Q1 2019Q1 20239
Argent Trust Co 540.01%0.02%0.02%Q2 2021Q3 20239
Squarepoint Ops LLC 210.00%0.01%0.03%Q3 2017Q3 20239
Schonfeld Strategic Advisors LLC 410.00%0.07%0.48%Q4 2018Q3 20239
Clear Perspective Advisors, LLC 990.13%0.18%0.21%Q4 2016Q4 20189
abrdn plc 990.00%0.00%0.00%Q3 2017Q3 20199
Verdence Capital Advisors LLC 630.03%0.06%0.09%Q4 2020Q3 20239
Strategic Wealth Partners, Ltd. 810.00%0.05%0.06%Q4 2017Q4 20219
Manning & Napier Group, LLC 540.06%0.06%0.07%Q1 2020Q1 20239
GPS Wealth Strategies Group, LLC 630.01%0.01%0.01%Q2 2021Q3 20239
Castleview Partners, LLC 810.00%0.00%0.01%Q2 2021Q3 20239
Claro Advisors LLC 610.10%0.12%0.18%Q4 2018Q4 20229
Ellis Investment Partners, LLC 710.00%0.00%0.00%Q1 2020Q3 20229
Gladstone Institutional Advisory LLC 990.02%0.04%0.09%Q2 2021Q2 20239
London & Capital Asset Management Ltd 610.05%0.15%0.18%Q1 2019Q3 20239
Qtron Investments LLC 990.06%0.15%0.26%Q3 2021Q3 20239
Quilter Plc 990.01%0.01%0.02%Q4 2019Q4 20219
Golden State Wealth Management, LLC 410.04%0.05%0.06%Q1 2019Q1 20229
Enterprise Trust & Investment Co 810.00%0.00%0.01%Q2 2019Q2 20229
OneAscent Financial Services LLC 610.15%0.25%0.59%Q2 2019Q4 20219
Legacy Wealth Planning, LLC 810.25%0.31%0.45%Q4 2019Q3 20229
U.S. Capital Wealth Advisors, LLC 990.26%0.32%0.39%Q3 2021Q3 20239
Addison Advisors LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.02%0.04%0.07%Q2 2021Q3 20239
Roberts Wealth Advisors, LLC 990.88%1.00%1.13%Q3 2021Q3 20239
BARROW HANLEY MEWHINNEY & STRAUSS LLC 990.69%1.00%1.37%Q2 2013Q2 20159
1ST SOURCE BANK 410.01%0.02%0.04%Q4 2013Q1 20229
CAPITAL ONE, NATIONAL ASSOCIATION 810.02%0.03%0.11%Q2 2016Q4 20199
QUEST CAPITAL MANAGEMENT INC /ADV 510.04%0.06%0.08%Q4 2018Q4 20219
SHUFRO ROSE & CO LLC 540.02%0.03%0.04%Q1 2019Q4 20219
Ameritas Investment Company, LLC 420.01%0.02%0.05%Q4 2018Q3 20219
ACIMA PRIVATE WEALTH, LLC 880.01%0.03%0.04%Q4 2018Q3 20208
BOSTON PRIVATE BANK & TRUST CO 880.05%0.10%0.18%Q2 2013Q1 20158
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
GQG Partners LLC 710.00%0.01%0.03%Q1 2018Q1 20208
Providence Capital Advisors, LLC 410.00%0.01%0.02%Q4 2017Q2 20218
Pinnacle Wealth Management Advisory Group, LLC 880.24%0.32%0.43%Q4 2021Q3 20238
Williams Jones Wealth Management, LLC. 620.01%0.01%0.02%Q3 2019Q3 20238
BENJAMIN EDWARDS INC 880.02%0.19%0.26%Q4 2021Q3 20238
NWAM LLC 710.02%0.03%0.04%Q4 2019Q3 20238
QUANTUM CAPITAL MANAGEMENT 510.03%0.05%0.07%Q1 2014Q3 20208
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Steinberg Global Asset Management 880.04%0.19%0.31%Q2 2013Q1 20158
Community Bank, N.A. 610.00%0.00%0.01%Q2 2017Q3 20228
TURNER INVESTMENTS LLC 880.00%0.02%0.05%Q2 2013Q1 20158
PERSONAL CFO SOLUTIONS, LLC 620.07%0.09%0.10%Q3 2019Q4 20228
UMB Bank, n.a. 880.02%0.02%0.02%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.19%0.31%0.41%Q2 2013Q1 20158
Retirement Planning Co of New England, Inc. 880.58%0.67%0.72%Q4 2021Q3 20238
Transamerica Financial Advisors, Inc. 510.00%0.00%0.00%Q2 2013Q2 20208
Charles Schwab Investment Advisory, Inc. 710.00%0.49%0.60%Q2 2018Q1 20228
Ridgewood Investments LLC 710.18%0.42%0.54%Q4 2016Q1 20198
KEMPER Corp 880.26%0.41%0.50%Q2 2013Q1 20158
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
JGP Wealth Management, LLC 880.25%0.33%0.37%Q2 2018Q1 20208
Jacobus Wealth Management, Inc. 880.04%0.05%0.06%Q4 2014Q3 20168
Phraction Management LLC 880.12%1.19%1.68%Q4 2021Q3 20238
New Capital Management LP 880.01%0.02%0.04%Q4 2016Q3 20188
NorthCrest Asset Manangement, LLC 880.34%0.45%0.62%Q4 2021Q3 20238
Firestone Capital Management 880.02%0.03%0.03%Q4 2019Q3 20218
Vise Technologies, Inc. 880.13%0.24%0.34%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.01%0.06%0.12%Q4 2021Q3 20238
FOUNDERS FINANCIAL SECURITIES LLC 530.11%0.37%0.85%Q1 2016Q3 20238
Whitnell & Co. 310.00%0.00%0.00%Q2 2014Q2 20188
Sandy Cove Advisors, LLC 880.44%0.70%0.91%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.32%0.41%0.46%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.31%0.73%0.92%Q4 2021Q3 20238
Farmers & Merchants Trust Co of Long Beach 440.06%0.07%0.10%Q1 2019Q1 20228
Gary Goldberg Planning Services Inc 880.00%0.04%0.08%Q1 2013Q4 20148
Twelve Points Wealth Management LLC 880.38%0.74%1.13%Q4 2021Q3 20238
Mill Capital Management, LLC 881.58%1.92%2.08%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.01%0.04%0.06%Q1 2016Q1 20188
Tidal Investments LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.05%0.10%Q1 2020Q4 20218
GROUP ONE TRADING, L.P. 410.00%0.00%0.02%Q2 2015Q1 20238
MDE Group 880.06%0.07%0.09%Q2 2013Q1 20158
Pitti Group Wealth Management, LLC 880.62%0.67%0.76%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.22%0.31%0.52%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.03%0.08%0.13%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.47%0.52%0.62%Q4 2021Q3 20238
Alan B Lancz & Associates, Inc. 880.43%0.54%0.66%Q4 2021Q3 20238
UNITED STATES STEEL & CARNEGIE PENSION FUND 880.53%1.36%1.68%Q1 2014Q4 20158
Financial & Tax Architects, LLC 410.07%0.12%0.21%Q1 2021Q3 20238
South Shore Capital Advisors 880.39%0.78%1.01%Q4 2020Q3 20228
Guardian Wealth Management, Inc. 880.04%0.05%0.06%Q4 2021Q3 20238
Trust Co 880.00%0.00%0.00%Q2 2015Q1 20178
TD Waterhouse Canada Inc. 880.08%0.11%0.12%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.03%0.04%0.06%Q2 2013Q1 20158
City State Bank 880.02%0.03%0.04%Q4 2021Q3 20238
Intelligent Financial Strategies 880.43%0.76%1.10%Q4 2021Q3 20238
IRONWOOD INVESTMENT MANAGEMENT LLC 880.20%0.26%0.33%Q2 2017Q1 20198
Modera Wealth Management, LLC 410.01%0.03%0.10%Q4 2020Q3 20238
Stephens Consulting, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
Meixler Investment Management, Ltd. 880.45%0.60%1.16%Q4 2021Q3 20238
PFS Partners, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
CONNING INC. 410.02%0.05%0.14%Q2 2013Q4 20228
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.29%0.36%0.39%Q4 2021Q3 20238
FourThought Financial, LLC 880.02%0.02%0.04%Q4 2020Q3 20228
Lombard Odier Transatlantic Ltd 880.02%0.29%0.48%Q4 2014Q3 20168
Mystic Asset Management, Inc. 881.05%1.26%1.38%Q4 2021Q3 20238
SUMMIT CAPITAL MANAGEMENT LLC 880.83%2.01%2.50%Q2 2014Q1 20168
EMERSON INVESTMENT MANAGEMENT, LLC 880.33%0.36%0.38%Q2 2014Q1 20168
RATIONAL ADVISORS LLC 410.01%0.39%0.54%Q3 2009Q4 20138
PUBLIC SECTOR PENSION INVESTMENT BOARD 210.01%0.10%0.48%Q2 2015Q4 20188
Curi Wealth Management, LLC 710.03%0.04%0.10%Q4 2020Q2 20238
Old North State Trust, LLC 610.00%0.00%0.01%Q3 2018Q1 20238
VisionPoint Advisory Group, LLC 320.00%0.10%0.21%Q4 2018Q3 20238
Schrum Private Wealth Management LLC 880.33%0.41%0.45%Q4 2021Q3 20238
Alexandria Capital, LLC 880.01%0.01%0.01%Q4 2015Q3 20178
UNITED SERVICES AUTOMOBILE ASSOCIATION 880.01%0.02%0.04%Q2 2013Q1 20158
Thomasville National Bank 510.00%0.10%0.22%Q1 2015Q4 20198
Pegasus Partners Ltd. 880.05%0.12%0.20%Q4 2019Q3 20218
Altman Advisors, Inc. 620.33%0.36%0.41%Q4 2017Q4 20198
VALLEY WEALTH MANAGERS, INC. 710.00%0.03%0.06%Q1 2019Q1 20238
ROCKEFELLER FINANCIAL SERVICES INC 510.00%0.00%0.00%Q2 2013Q4 20178
WOLFF WIESE MAGANA LLC 880.01%0.01%0.02%Q4 2020Q3 20228
Baldrige Asset Management LLC 880.06%0.07%0.08%Q2 2021Q1 20238
NOMURA ASSET MANAGEMENT CO LTD 880.00%0.00%0.00%Q4 2020Q3 20228
BEACH INVESTMENT COUNSEL INC/PA 410.02%0.02%0.02%Q2 2014Q4 20178
WEST BANCORPORATION INC 620.01%0.12%0.24%Q2 2020Q1 20238
First Command Financial Services, Inc. 430.00%0.00%0.00%Q2 2017Q2 20237
MMBG INVESTMENT ADVISORS CO. 770.02%0.03%0.05%Q4 2021Q2 20237
PRENTISS SMITH & CO INC 610.00%0.00%0.00%Q4 2014Q4 20177
Andesa Financial Management Inc. 210.08%0.10%0.13%Q1 2019Q1 20237
PDS Planning, Inc 430.04%0.05%0.05%Q2 2021Q3 20237
Manchester Capital Management LLC 310.00%0.01%0.02%Q2 2013Q3 20237
STEVENS CAPITAL MANAGEMENT LP 210.01%0.03%0.07%Q3 2014Q2 20197
Catalyst Capital Advisors LLC 770.07%0.14%0.28%Q4 2015Q2 20177
InTrack Investment Management Inc 310.18%0.27%0.34%Q4 2020Q2 20237
Walleye Capital LLC 330.00%0.00%0.01%Q1 2023Q3 20237
Peak Financial Management, Inc. 770.22%0.24%0.26%Q2 2018Q4 20197
CGOV Asset Management 770.08%0.10%0.11%Q3 2016Q1 20187
FIDUCIARY SERVICES CORP/GA 770.11%0.32%0.42%Q3 2013Q1 20157
Graves Light Lenhart Wealth, Inc. 770.00%0.01%0.01%Q4 2020Q2 20227
CAMBIAR INVESTORS LLC 770.74%1.00%1.31%Q1 2022Q3 20237
Kore Private Wealth LLC 320.00%0.01%0.02%Q4 2018Q3 20217
WHITENER CAPITAL MANAGEMENT, INC. 520.03%0.03%0.04%Q4 2017Q3 20197
Sonora Investment Management Group, LLC 770.02%0.03%0.04%Q4 2021Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.00%0.00%0.01%Q1 2022Q3 20237
Ervin Investment Management, LLC 771.04%1.21%1.34%Q4 2021Q2 20237
Oder Investment Management, LLC 610.20%0.32%0.42%Q4 2020Q4 20227
Chemistry Wealth Management LLC 770.07%0.08%0.09%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
SHIKIAR ASSET MANAGEMENT INC 770.10%0.17%0.23%Q1 2016Q3 20177
Opal Wealth Advisors, LLC 770.11%0.14%0.21%Q4 2021Q2 20237
Tyler-Stone Wealth Management 520.00%0.01%0.01%Q4 2021Q3 20237
LOWE BROCKENBROUGH & CO INC 430.02%0.02%0.02%Q2 2021Q2 20237
Bridgecreek Investment Management, LLC 771.16%1.26%1.34%Q2 2013Q4 20147
Apriem Advisors 610.00%0.01%0.02%Q2 2015Q1 20177
FOUNDERS BANK & TRUST 770.45%0.54%0.58%Q2 2013Q4 20147
Hofer & Associates. Inc 770.22%0.24%0.26%Q4 2021Q2 20237
Beacon Capital Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
TRUE Private Wealth Advisors 510.00%0.01%0.02%Q3 2018Q4 20207
Atria Wealth Solutions, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
WealthPlan Investment Management, LLC 610.11%1.16%1.69%Q1 2022Q4 20237
BANK OF HAWAII 770.02%0.06%0.10%Q3 2015Q1 20177
HighPoint Advisor Group LLC 410.05%0.06%0.10%Q2 2016Q2 20227
Greenfield Savings Bank 770.14%0.18%0.19%Q2 2022Q4 20237
Rockbridge Investment Management, LCC 770.02%0.02%0.02%Q2 2020Q4 20217
MANAGED ASSET PORTFOLIOS, LLC 772.95%3.48%3.79%Q4 2015Q2 20177
Concord Wealth Partners 430.00%0.00%0.01%Q4 2021Q3 20237
CKW FINANCIAL GROUP 770.01%0.01%0.01%Q4 2013Q2 20157
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Reynders McVeigh Capital Management, LLC 520.02%0.02%0.04%Q4 2018Q4 20227
BEESE FULMER INVESTMENT MANAGEMENT, INC. 410.02%0.05%0.08%Q3 2013Q1 20227
HighVista Strategies LLC 610.30%0.69%0.94%Q2 2014Q2 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.07%0.10%Q2 2013Q4 20147
Horrell Capital Management, Inc. 520.01%0.01%0.01%Q2 2013Q4 20157
Sullivan, Bruyette, Speros & Blaney, LLC 770.01%0.01%0.01%Q3 2019Q1 20217
Blue Barn Wealth, LLC 520.15%0.16%0.18%Q3 2021Q2 20237
Parisi Gray Wealth Management 610.01%0.01%0.02%Q4 2017Q2 20217
Private Wealth Advisors, Inc. 770.52%0.63%0.74%Q4 2013Q2 20157
ZEKE CAPITAL ADVISORS, LLC 770.06%0.12%0.25%Q2 2018Q4 20197
MEYER HANDELMAN CO 520.03%0.03%0.04%Q4 2019Q2 20237
CenterStar Asset Management, LLC 330.00%0.05%0.08%Q4 2020Q2 20217
HAZLETT, BURT & WATSON, INC. 770.19%0.25%0.27%Q1 2022Q3 20237
Resonant Capital Advisors, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Moreno Evelyn V 770.13%0.22%0.43%Q1 2022Q3 20237
WoodTrust Financial Corp 770.04%0.06%0.06%Q4 2021Q2 20237
DIXON HUBARD FEINOUR & BROWN INC/VA 430.06%0.09%0.13%Q1 2019Q2 20227
New England Research & Management, Inc. 430.45%0.60%0.83%Q4 2013Q2 20167
Placemark Investments, Inc. 770.15%0.16%0.17%Q2 2013Q4 20147
Squar Milner Financial Services LLC 520.00%0.01%0.02%Q2 2018Q1 20207
MJP ASSOCIATES INC /ADV 520.06%0.07%0.08%Q4 2021Q3 20237
HHG & Company, LLC 770.27%0.42%0.51%Q2 2013Q4 20147
Ameritas Advisory Services, LLC 610.01%0.01%0.02%Q4 2021Q3 20237
CLIFFORD SWAN INVESTMENT COUNSEL LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Ruane, Cunniff & Goldfarb 770.02%0.02%0.02%Q4 2013Q2 20157
Edge Advisors, LLC 770.60%0.66%0.74%Q4 2016Q2 20187
Baskin Financial Services Inc. 770.03%0.03%0.03%Q1 2021Q3 20227
THORNBURG INVESTMENT MANAGEMENT INC 610.00%0.22%0.32%Q1 2016Q3 20237
Savior LLC 770.00%0.00%0.01%Q4 2019Q2 20217
CAMG Solamere Management, LLC 770.12%0.17%0.20%Q4 2016Q2 20187
First Command Bank 430.00%0.00%0.00%Q2 2017Q2 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
L.M. KOHN & COMPANY 770.19%0.26%0.29%Q1 2022Q3 20237
Dakota Wealth Management 770.22%0.36%0.46%Q1 2022Q3 20237
MANCHESTER FINANCIAL INC 610.02%0.02%0.03%Q2 2019Q1 20217
HBK INVESTMENTS L P 320.01%0.02%0.04%Q2 2013Q1 20167
Integrated Wealth Management 770.03%0.06%0.07%Q1 2015Q3 20167
West Family Investments, Inc. 610.07%0.11%0.14%Q2 2021Q3 20237
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 770.25%0.27%0.29%Q2 2013Q4 20147
FIRST COMMUNITY TRUST NA 770.01%0.02%0.02%Q4 2021Q2 20237
SkyView Investment Advisors, LLC 770.08%0.17%0.24%Q4 2020Q2 20227
PORTLAND INVESTMENT COUNSEL INC. 660.19%0.37%0.52%Q4 2014Q1 20166
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
Dominick & Dominick LLC 660.30%0.47%0.82%Q3 2013Q4 20146
Yorktown Management & Research Co Inc 510.04%0.07%0.11%Q2 2015Q2 20176
EDGE ASSET MANAGEMENT, INC 660.00%0.00%0.00%Q4 2015Q1 20176
Lone Pine Capital 440.00%0.89%1.53%Q2 2015Q1 20166
DENVER INVESTMENT ADVISORS LLC 660.02%0.03%0.03%Q2 2013Q3 20146
Princeton Alpha Management LP 210.05%0.12%0.27%Q4 2013Q3 20166
COUNTRY CLUB BANK /GFN 660.71%0.81%0.89%Q2 2022Q3 20236
Hilton Capital Management, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
AIGEN INVESTMENT MANAGEMENT, LP 310.07%0.16%0.40%Q1 2020Q3 20236
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 330.04%0.05%0.07%Q3 2016Q1 20186
Heartwood Wealth Advisors LLC 660.03%0.04%0.05%Q2 2022Q3 20236
ICICI Prudential Asset Management Co Ltd 660.14%0.30%0.56%Q4 2020Q1 20226
Advisors Capital Management, LLC 410.01%0.01%0.01%Q4 2020Q3 20226
Stifel Trust Company, N.A. 660.47%0.52%0.58%Q2 2013Q3 20146
Fortress Investment Group LLC 510.00%0.00%0.01%Q2 2013Q4 20146
Coston, McIsaac & Partners 660.00%0.01%0.01%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.04%0.04%0.05%Q2 2022Q3 20236
Patriot Wealth Management, Inc. 661.36%1.58%1.72%Q2 2013Q3 20146
BECK CAPITAL MANAGEMENT, LLC 510.11%0.21%0.27%Q4 2013Q2 20156
Tillar-Wenstrup Advisors, LLC 661.46%1.82%2.03%Q3 2015Q4 20166
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 660.02%0.02%0.02%Q4 2021Q1 20236
Bayesian Capital Management, LP 210.03%0.19%0.37%Q3 2016Q3 20236
O'Dell Group, LLC 510.01%0.01%0.02%Q3 2021Q2 20236
MONECO Advisors, LLC 660.06%0.08%0.09%Q2 2022Q3 20236
EULAV Asset Management 660.03%0.04%0.04%Q2 2013Q3 20146
Azimuth Capital Investment Management LLC 660.16%0.36%0.56%Q2 2022Q3 20236
Fosun International Ltd 660.24%0.40%0.59%Q3 2021Q4 20226
Cornerstone Capital, Inc. 660.09%0.10%0.13%Q2 2013Q3 20146
Haverford Financial Services, Inc. 660.14%0.22%0.32%Q1 2020Q2 20216
American Financial Network Advisory Services LLC 420.11%0.14%0.16%Q3 2017Q1 20196
Naviter Wealth, LLC 660.30%0.38%0.46%Q2 2022Q3 20236
Axiom Investment Management LLC 310.06%0.13%0.22%Q4 2018Q3 20226
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
KMS FINANCIAL SERVICES, INC 660.08%0.09%0.10%Q2 2013Q3 20146
Vectors Research Management, LLC 660.01%0.04%0.05%Q4 2020Q1 20226
PDT Partners, LLC 410.03%0.11%0.28%Q2 2013Q3 20236
IEQ CAPITAL, LLC 410.01%0.01%0.02%Q4 2021Q3 20236
GREAT WEST LIFE ASSURANCE CO /CAN/ 660.02%0.02%0.04%Q2 2013Q3 20146
Veritas Investment Management (UK) Ltd 660.15%0.48%0.66%Q1 2013Q2 20146
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
CI INVESTMENTS INC. 660.00%0.00%0.00%Q2 2016Q3 20176
SOUTH TEXAS MONEY MANAGEMENT LTD 510.02%1.15%1.65%Q2 2013Q3 20196
Baker Avenue Asset Management, LP 660.01%0.01%0.02%Q2 2022Q3 20236
DELPHI MANAGEMENT INC /MA/ 660.33%1.03%1.33%Q1 2013Q2 20146
Mount Yale Investment Advisors, LLC 330.00%0.02%0.04%Q1 2018Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.04%0.05%0.07%Q2 2015Q3 20166
Capital Directions Investment Advisors, LLC 510.00%0.01%0.01%Q3 2019Q1 20226
Dana Investment Advisors, Inc. 660.02%0.02%0.02%Q2 2022Q3 20236
Visium Asset Management, LP 310.00%0.01%0.02%Q2 2013Q3 20156
SEI TRUST CO 660.01%0.03%0.12%Q2 2013Q3 20146
Five Oceans Advisors 420.13%0.16%0.20%Q1 2022Q3 20236
HC FINANCIAL ADVISORS INC 660.01%0.03%0.04%Q1 2020Q2 20216
BLUE SQUARE ASSET MANAGEMENT, LLC 310.17%0.37%0.60%Q3 2019Q3 20236
McCarthy Asset Management, Inc. 660.02%0.03%0.03%Q4 2020Q1 20226
TRIANGLE PEAK PARTNERS, LP 420.29%0.32%0.35%Q4 2013Q2 20156
SS&H Financial Advisors, Inc. 510.43%0.60%0.66%Q1 2022Q3 20236
Round Table Services, LLC 660.05%0.06%0.08%Q2 2021Q3 20226
Aquatic Capital Management LLC 410.04%0.09%0.12%Q4 2021Q3 20236
1919 Investment Counsel, LLC 660.04%0.05%0.05%Q2 2013Q3 20146
Ako Capital 661.52%3.12%4.16%Q1 2021Q2 20226
Kerrisdale Advisers, LLC 330.78%1.55%2.30%Q4 2014Q3 20236
Legacy Advisors, LLC 310.00%0.01%0.04%Q3 2017Q2 20196
Cranbrook Wealth Management, LLC 660.00%0.00%0.00%Q4 2020Q1 20226
ADVOCATE GROUP LLC 660.08%0.09%0.09%Q2 2022Q3 20236
Oxler Private Wealth LLC 510.09%0.09%0.10%Q4 2020Q3 20226
Sabal Trust CO 661.53%1.68%1.85%Q2 2018Q3 20196
Onex Canada Asset Management Inc. 510.54%0.82%1.26%Q3 2016Q4 20216
Wealth Quarterback LLC 420.02%0.24%0.48%Q4 2019Q3 20216
Procyon Advisors, LLC 330.04%0.10%0.18%Q4 2019Q3 20236
HIGHBRIDGE CAPITAL MANAGEMENT LLC 330.02%0.37%0.96%Q2 2017Q4 20176
Close Asset Management Ltd 330.00%0.00%0.01%Q4 2016Q3 20236
Ashfield Capital Partners, LLC 660.01%1.06%1.48%Q2 2013Q3 20146
Foyston, Gordon, & Payne Inc 660.26%0.29%0.32%Q1 2020Q2 20216
Capital Group Private Client Services, Inc. 660.00%0.00%0.00%Q3 2021Q4 20226
PECAUT & CO. 661.28%2.54%3.24%Q2 2015Q3 20166
Freedman Financial Associates, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
COOKSON PEIRCE & CO INC 660.08%0.28%0.60%Q2 2021Q3 20226
HERNDON CAPITAL MANAGEMENT LLC 660.00%0.00%0.01%Q2 2013Q3 20146
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
ALBERT D MASON INC 510.15%0.16%0.19%Q1 2022Q4 20236
Orion Portfolio Solutions, LLC 330.00%0.09%0.22%Q4 2019Q3 20236
Banyan Partners, LLC 660.06%0.35%0.48%Q2 2013Q3 20146
HHM Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Parcion Private Wealth LLC 660.03%0.46%0.60%Q4 2019Q1 20216
MASON STREET ADVISORS, LLC 660.03%0.04%0.06%Q3 2013Q4 20146
CATAWBA CAPITAL MANAGEMENT /VA 660.11%0.14%0.16%Q1 2017Q2 20186
McAdams Wright Ragen, Inc. 660.15%0.23%0.36%Q2 2013Q3 20146
Lombard Odier Asset Management (USA) Corp 660.01%0.01%0.02%Q4 2021Q1 20236
Ferris Capital, LLC 510.02%0.02%0.02%Q2 2017Q1 20196
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q3 2014Q1 20215
Roble, Belko & Company, Inc 410.01%0.02%0.03%Q4 2017Q3 20225
Schubert & Co 550.01%0.02%0.02%Q1 2022Q1 20235
CoreCap Advisors, LLC 550.06%0.07%0.08%Q4 2021Q4 20225
Harrison & Co Wealth Management, LLC 550.85%0.90%0.98%Q4 2021Q4 20225
Zullo Investment Group, Inc. 550.08%0.09%0.11%Q4 2021Q4 20225
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
ICON ADVISERS INC/CO 310.02%0.04%0.07%Q3 2013Q4 20195
WILLNER & HELLER, LLC 550.48%0.50%0.52%Q4 2021Q4 20225
Colonial Trust Co / SC 550.36%0.43%0.49%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.06%0.10%0.14%Q3 2022Q3 20235
Global Financial Private Capital, Inc 550.00%0.00%0.00%Q2 2019Q2 20205
Clearstead Trust, LLC 550.03%0.03%0.04%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.00%0.00%0.00%Q4 2016Q4 20175
PHYSICIANS FINANCIAL SERVICES, INC. 550.02%0.03%0.04%Q4 2015Q4 20165
MPS Loria Financial Planners, LLC 410.04%0.05%0.06%Q2 2017Q1 20215
ROBERTS GLORE & CO INC /IL/ 550.06%0.07%0.07%Q1 2021Q1 20225
WILMINGTON TRUST CO 550.05%0.05%0.05%Q2 2013Q2 20145
Crescent Capital Consulting, LLC 550.24%0.25%0.28%Q4 2020Q4 20215
MD Financial Management Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
Bridgefront Capital, LLC 210.18%0.24%0.31%Q4 2020Q3 20235
Penserra Capital Management LLC 550.00%0.00%0.01%Q3 2022Q3 20235
GODSEY & GIBB, INC 550.00%0.00%0.01%Q3 2022Q3 20235
Vontobel Holding Ltd. 550.00%0.06%0.15%Q4 2020Q4 20215
Clarus Wealth Advisors 550.00%0.01%0.01%Q2 2018Q2 20195
Murphy, Middleton, Hinkle & Parker, Inc. 210.11%0.14%0.16%Q4 2018Q1 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.66%0.77%0.89%Q3 2015Q3 20165
Orbis Allan Gray Ltd 410.09%0.81%1.29%Q3 2020Q1 20225
ExodusPoint Capital Management, LP 210.00%0.02%0.07%Q1 2019Q2 20235
Circle Road Advisors LP 412.88%4.86%6.46%Q4 2017Q1 20195
FNY Investment Advisers, LLC 310.04%0.35%0.99%Q3 2018Q3 20215
Zurich Insurance Group Ltd/FI 320.00%0.00%0.00%Q3 2017Q2 20195
DF DENT & CO INC 550.01%0.04%0.04%Q4 2017Q4 20185
TCW GROUP INC 550.02%0.02%0.02%Q4 2015Q4 20165
Canton Hathaway, LLC 410.02%0.02%0.04%Q1 2019Q3 20205
AVIVA PLC 550.01%0.01%0.01%Q3 2013Q3 20145
Harfst & Associates, Inc. 320.00%0.00%0.00%Q2 2015Q2 20175
Main Street Financial Solutions, LLC 550.09%0.11%0.12%Q3 2022Q3 20235
JACKSON PARK CAPITAL, LLC 322.09%2.41%2.84%Q4 2014Q3 20165
Salomon & Ludwin, LLC 410.00%0.01%0.01%Q2 2019Q3 20235
OKABENA INVESTMENT SERVICES INC 550.03%0.07%0.09%Q4 2021Q4 20225
Wilmington Trust, National Association 550.05%0.05%0.06%Q2 2013Q2 20145
HOLLENCREST CAPITAL MANAGEMENT 410.01%0.02%0.06%Q1 2014Q3 20235
D L CARLSON INVESTMENT GROUP INC 550.08%0.13%0.17%Q2 2013Q2 20145
Partnervest Advisory Services LLC 550.03%0.04%0.07%Q2 2013Q2 20145
Bluefin Trading, LLC 410.02%0.04%0.07%Q2 2016Q3 20175
CapWealth Advisors, LLC 310.00%0.00%0.00%Q2 2013Q3 20165
Van Leeuwen & Company, LLC 550.99%1.13%1.29%Q3 2018Q3 20195
Bray Capital Advisors 320.00%0.01%0.01%Q2 2015Q3 20195
BNP Paribas Asset Management Holding S.A. 550.01%0.01%0.01%Q4 2016Q4 20175
MAPLE SECURITIES USA INC 320.02%0.05%0.09%Q2 2013Q4 20145
TRADITION ASSET MANAGEMENT LLC 550.66%0.84%1.16%Q2 2019Q2 20205
tru Independence LLC 550.00%0.01%0.03%Q4 2019Q4 20205
Long Wharf Investors, Inc. 550.41%0.43%0.45%Q2 2013Q2 20145
LUCAS CAPITAL MANAGEMENT 410.07%0.18%0.22%Q2 2014Q2 20185
Cadence Bank 550.03%0.03%0.04%Q3 2022Q3 20235
Laird Norton Wetherby Trust Company, LLC 550.14%0.16%0.17%Q4 2020Q4 20215
VALLEY NATIONAL BANCORP 551.15%1.26%1.37%Q4 2013Q4 20145
QUEST INVESTMENT MANAGEMENT LLC 410.99%1.43%1.80%Q2 2013Q3 20165
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 550.10%0.14%0.18%Q2 2013Q2 20145
Karp Capital Management Corp 410.02%0.05%0.11%Q4 2014Q1 20175
Minot Wealth Management LLC 320.06%0.23%0.47%Q4 2019Q1 20215
Mayfair Advisory Group, LLC 550.36%0.70%0.98%Q1 2020Q1 20215
MARSHALL WACE, LLP 110.00%0.01%0.05%Q2 2018Q3 20225
Argentus Capital Management, LLC 550.07%0.12%0.18%Q3 2015Q3 20165
Jane Street Holding, LLC 330.02%0.09%0.15%Q2 2013Q4 20135
NorthCoast Asset Management LLC 210.01%0.06%0.12%Q3 2016Q3 20215
Convergence Investment Partners, LLC 410.00%0.05%0.10%Q2 2013Q1 20185
Standard Family Office LLC 210.01%0.10%0.28%Q4 2020Q3 20225
CIDEL ASSET MANAGEMENT INC 550.06%0.08%0.09%Q1 2015Q1 20165
Engineers Gate Manager LP 310.01%0.02%0.03%Q1 2021Q3 20235
PFS INVESTMENTS INC. 550.02%0.08%0.16%Q2 2022Q2 20235
HANSBERGER GLOBAL INVESTORS INC/FL 550.28%0.33%0.37%Q2 2013Q2 20145
INVESTMENT CENTERS OF AMERICA INC 310.02%0.04%0.06%Q1 2016Q3 20175
Harel Insurance Investments & Financial Services Ltd. 410.00%0.00%0.00%Q2 2019Q4 20205
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 320.00%0.02%0.05%Q4 2013Q2 20225
Annapolis Financial Services, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Lombard Odier & Cie (Canada), Limited Partnership 550.02%0.03%0.04%Q1 2014Q1 20155
Moon Capital Management, LLC 320.22%0.73%2.69%Q4 2017Q3 20195
Gupta Wealth Management LLC 550.44%0.47%0.49%Q1 2015Q1 20165
Coppell Advisory Solutions LLC 410.17%0.24%0.26%Q4 2020Q3 20235
Laurion Capital Management LP 210.01%0.03%0.07%Q2 2015Q2 20195
WISCONSIN CAPITAL MANAGEMENT LLC 551.02%1.33%1.48%Q4 2013Q4 20145
Mayflower Financial Advisors, LLC 550.04%0.05%0.06%Q3 2022Q3 20235
Connectus Wealth, LLC 320.01%0.02%0.02%Q4 2021Q3 20235
KB FINANCIAL PARTNERS, LLC 550.12%0.13%0.15%Q1 2021Q1 20225
SELDON CAPITAL LP 550.04%0.05%0.07%Q4 2021Q4 20225
Compass Wealth Management LLC 550.23%0.31%0.36%Q4 2022Q4 20235
CAPITAL INTERNATIONAL LTD /CA/ 440.07%0.08%0.09%Q2 2015Q1 20164
IMA Wealth, Inc. 440.00%0.01%0.01%Q2 2018Q1 20194
Avitas Wealth Management LLC 440.40%0.42%0.44%Q2 2022Q1 20234
Calamos Wealth Management LLC 440.46%0.53%0.57%Q2 2013Q1 20144
JACKSON SQUARE CAPITAL, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Vestpro Financial Partners, Inc. dba CPF Texas 440.05%0.05%0.06%Q4 2017Q3 20184
PYA Waltman Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
ATTICUS WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q4 2019Q3 20224
ROOSEVELT INVESTMENT GROUP LLC 440.02%0.02%0.02%Q2 2013Q1 20144
SpiderRock Advisors, LLC 220.00%0.05%0.09%Q1 2017Q2 20174
BURKE & HERBERT BANK & TRUST CO 440.14%0.14%0.14%Q2 2021Q1 20224
TANDEM CAPITAL MANAGEMENT CORP /ADV 441.06%1.24%1.43%Q4 2022Q3 20234
Adero Partners, LLC 440.05%0.06%0.08%Q2 2021Q1 20224
Bellwether Advisors, LLC 310.00%0.00%0.00%Q3 2021Q4 20224
Cyndeo Wealth Partners, LLC 440.23%0.33%0.38%Q4 2022Q3 20234
TUDOR INVESTMENT CORP ET AL 310.01%0.03%0.10%Q2 2016Q2 20234
Corient Private Wealth LLC 440.03%0.10%0.13%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.00%0.01%0.01%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 441.50%1.69%1.79%Q4 2022Q3 20234
Park Place Capital Corp 440.01%0.02%0.03%Q4 2022Q3 20234
Blueshift Asset Management, LLC 310.03%0.09%0.15%Q4 2018Q3 20214
Ruedi Wealth Management, Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
CADENCE BANK NA 220.06%0.10%0.14%Q2 2014Q1 20224
Tevis Investment Management 440.16%0.17%0.18%Q4 2021Q3 20224
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 440.05%0.08%0.09%Q4 2021Q3 20224
TITLEIST CAPITAL, LLC 310.05%0.05%0.06%Q4 2021Q4 20224
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
PATTON ALBERTSON MILLER GROUP, LLC 310.03%0.06%0.08%Q2 2019Q4 20214
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
APG Asset Management N.V. 440.01%0.02%0.03%Q1 2022Q4 20224
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.11%0.12%0.13%Q4 2022Q3 20234
Quadrant Private Wealth Management, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
ASPIRIANT, LLC 210.02%0.02%0.03%Q2 2019Q3 20234
Ten Capital Wealth Advisors, LLC 310.00%0.00%0.00%Q4 2020Q1 20234
Atlas Wealth Partners, LLC 440.97%1.77%2.48%Q4 2022Q3 20234
EMORY UNIVERSITY 440.00%0.00%0.00%Q1 2013Q4 20134
Mill Creek Capital Advisors, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
BAILARD, INC. 310.01%0.01%0.01%Q4 2020Q4 20214
Better Money Decisions, LLC 310.05%0.08%0.10%Q1 2021Q2 20224
RFP Financial Group LLC 440.01%0.01%0.03%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.01%0.01%0.01%Q4 2022Q3 20234
Quadrant Capital Management, LLC 441.26%1.39%1.50%Q2 2014Q1 20154
CPWM, LLC 440.03%0.03%0.03%Q1 2019Q4 20194
Polaris Wealth Advisory Group, LLC 440.21%0.27%0.31%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Marshall Financial Group LLC 440.22%0.32%0.43%Q4 2021Q3 20224
WIN ADVISORS, INC 440.01%0.02%0.05%Q1 2022Q4 20224
Miracle Mile Advisors, LLC 310.08%0.12%0.21%Q1 2018Q2 20204
SageView Advisory Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
GlobalBridge, Inc. 440.16%0.18%0.20%Q2 2013Q1 20144
Gallacher Capital Management LLC 440.15%0.16%0.17%Q4 2022Q3 20234
Calamos Advisors LLC 440.01%0.02%0.02%Q2 2013Q1 20144
BANCORPSOUTH INC 440.03%0.03%0.03%Q2 2013Q1 20144
ADAMS DIVERSIFIED EQUITY FUND, INC. 440.46%0.53%0.58%Q2 2013Q1 20144
Royal Capital Wealth Management, LLC 440.73%0.77%0.82%Q4 2021Q3 20224
Resurgent Financial Advisors LLC 440.04%0.05%0.06%Q4 2022Q3 20234
SMITH, MOORE & CO. 440.03%0.03%0.03%Q2 2021Q1 20224
Ahrens Investment Partners LLC 310.01%0.02%0.03%Q4 2021Q1 20234
Templeton & Phillips Capital Management, LLC 442.36%2.72%2.88%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 310.02%0.03%0.04%Q4 2021Q3 20234
Tanager Wealth Management LLP 441.02%1.33%1.65%Q4 2022Q3 20234
NORTHWEST WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2018Q4 20184
OneAscent Wealth Management LLC 220.20%0.45%0.98%Q4 2020Q4 20214
SYSTM Wealth Solutions LLC 440.13%0.18%0.22%Q4 2022Q3 20234
LORD, ABBETT & CO. LLC 440.01%0.01%0.02%Q2 2014Q1 20154
ABSHER WEALTH MANAGEMENT, LLC 440.04%0.32%0.44%Q4 2022Q3 20234
Burleson & Company, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
IAMS WEALTH MANAGEMENT, LLC 440.58%0.65%0.73%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.65%0.84%1.04%Q4 2022Q3 20234
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.25%1.24%2.53%Q3 2014Q2 20174
HRT FINANCIAL LP 310.00%0.02%0.04%Q1 2021Q2 20234
Enhancing Capital LLC 440.28%0.29%0.32%Q4 2021Q3 20224
Sheaff Brock Investment Advisors, LLC 310.02%0.02%0.03%Q1 2018Q1 20224
H. L. Ormond & Company, LLC 442.32%2.48%2.64%Q4 2021Q3 20224
Nordwand Advisors, LLC 440.00%0.03%0.10%Q4 2022Q3 20234
Avidian Wealth Solutions, LLC 310.01%0.02%0.02%Q4 2021Q2 20234
Forza Wealth Management, LLC 440.19%0.22%0.25%Q4 2022Q3 20234
Slocum, Gordon & Co LLP 440.01%0.01%0.02%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
DG CAPITAL MANAGEMENT INC 440.82%1.26%1.65%Q2 2013Q1 20144
D. SCOTT NEAL, INC. 440.00%0.00%0.00%Q4 2015Q3 20164
Nebula Capital Management, LP 442.40%2.89%3.55%Q2 2013Q1 20144
Evolution Wealth Advisors, LLC 310.00%0.00%0.01%Q3 2019Q3 20204
Johnson Midwest Financial, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
SlateStone Wealth, LLC 440.05%0.05%0.05%Q2 2021Q1 20224
ORRSTOWN FINANCIAL SERVICES INC 440.00%0.00%0.00%Q3 2017Q2 20184
Quantinno Capital Management LP 440.02%0.05%0.06%Q4 2022Q3 20234
Northwest Bancshares, Inc. 440.69%0.80%0.87%Q4 2022Q3 20234
Shorepoint Capital Partners LLC 440.20%0.28%0.38%Q4 2022Q3 20234
SYSTEMATIC FINANCIAL MANAGEMENT LP 440.06%0.14%0.22%Q2 2016Q1 20174
MQS Management LLC 310.16%0.39%0.62%Q2 2022Q2 20234
DFPG INVESTMENTS, LLC 440.05%0.08%0.10%Q4 2022Q3 20234
FIRST HAWAIIAN BANK 310.00%0.01%0.04%Q2 2013Q1 20194
TRILLIUM ASSET MANAGEMENT, LLC 440.01%0.01%0.01%Q3 2019Q2 20204
Galibier Capital Management Ltd. 440.03%0.20%0.29%Q4 2022Q3 20234
Shilanski & Associates, Inc. 310.10%0.10%0.11%Q4 2021Q4 20224
ROCKLAND TRUST CO 210.01%0.02%0.03%Q2 2018Q3 20224
GIRARD PARTNERS LTD. 310.02%0.05%0.06%Q3 2017Q3 20184
True North Advisors, LLC 440.26%0.30%0.36%Q4 2022Q3 20234
Mork Capital Management, LLC 440.55%0.75%0.86%Q4 2014Q3 20154
RENAISSANCE GROUP LLC 220.01%0.26%0.51%Q2 2013Q2 20144
MONETARY MANAGEMENT GROUP INC 310.00%0.00%0.01%Q2 2016Q2 20174
PLANNING DIRECTIONS INC 310.13%0.23%0.28%Q4 2018Q4 20214
COMMERZBANK AKTIENGESELLSCHAFT /FI 440.00%0.00%0.01%Q1 2016Q4 20164
Personal Wealth Partners 310.00%0.00%0.00%Q2 2019Q2 20214
VESTOR CAPITAL, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
EisnerAmper Wealth Management Corporate Benefits, LLC 440.32%0.35%0.36%Q4 2014Q3 20154
Financial Enhancement Group LLC 310.00%0.01%0.02%Q3 2019Q4 20204
Braver Wealth Management, LLC 440.05%0.14%0.39%Q1 2016Q4 20164
First Eagle Investment Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 441.85%2.14%2.29%Q4 2022Q3 20234
Community Financial Services Group, LLC 440.01%0.01%0.01%Q4 2014Q3 20154
FSA Wealth Management LLC 310.02%0.03%0.03%Q4 2019Q4 20204
Tarbox Family Office, Inc. 440.00%0.00%0.00%Q1 2018Q4 20184
AMS Capital Ltda 444.39%6.65%9.38%Q1 2022Q4 20224
KHP Capital, LLC 440.21%0.24%0.29%Q4 2017Q3 20184
Tuscan Ridge Asset Management LLC 220.00%0.17%0.36%Q1 2019Q2 20194
Cedar Brook Financial Partners, LLC 440.08%0.09%0.09%Q2 2020Q1 20214
Vident Investment Advisory, LLC 220.01%0.03%0.04%Q2 2022Q2 20234
BW Gestao de Investimentos Ltda. 441.62%2.46%3.25%Q4 2017Q3 20184
Merriman Wealth Management, LLC 440.43%0.71%0.96%Q2 2016Q1 20174
RPG Investment Advisory, LLC 440.01%0.01%0.01%Q3 2017Q2 20184
SCHOLTZ & COMPANY, LLC 440.91%1.61%2.18%Q1 2014Q4 20144
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2017Q1 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
ACG Wealth 210.03%0.05%0.09%Q2 2013Q2 20194
COLDSTREAM CAPITAL MANAGEMENT INC 310.01%0.01%0.01%Q2 2021Q2 20224
Ergoteles LLC 220.01%0.02%0.03%Q4 2021Q4 20224
FOX RUN MANAGEMENT, L.L.C. 110.08%0.29%0.59%Q1 2019Q3 20234
B. Riley Wealth Management, Inc. 310.00%0.01%0.03%Q1 2014Q2 20224
Capstone Financial Group, Inc. 441.02%1.26%1.75%Q4 2019Q3 20204
Csenge Advisory Group 310.00%0.01%0.02%Q3 2018Q3 20224
Advisory Alpha, LLC 310.00%0.01%0.01%Q1 2019Q1 20204
Alaethes Wealth LLC 440.69%0.85%1.00%Q4 2022Q3 20234
FIRST HORIZON CORP 440.08%0.08%0.08%Q3 2020Q2 20214
INSIGNEO ADVISORY SERVICES, LLC 440.12%0.13%0.13%Q4 2022Q3 20234
Breakwater Capital Group 440.08%0.13%0.18%Q4 2022Q3 20234
Geneva Partners, LLC 440.27%0.51%0.96%Q1 2018Q4 20184
Paloma Partners Management Co 210.01%0.01%0.02%Q4 2015Q4 20204
Pathway Financial Advisors LLC 330.04%0.04%0.04%Q4 2017Q2 20183
Claret Asset Management Corp 210.04%0.06%0.08%Q4 2017Q1 20193
Janney Capital Management LLC 330.03%0.03%0.04%Q4 2022Q2 20233
Pinnacle West Asset Management, Inc. 330.33%0.36%0.40%Q1 2023Q3 20233
Foresight Global Investors, Inc. 338.06%10.36%14.42%Q1 2023Q3 20233
Foster Victor Wealth Advisors, LLC 210.02%0.02%0.03%Q1 2022Q2 20233
WESTFIELD CAPITAL MANAGEMENT CO LP 330.50%0.56%0.63%Q1 2023Q3 20233
Wills Financial Group, Inc. 330.40%0.52%0.61%Q1 2023Q3 20233
First Capital Advisors Group, LLC. 110.00%0.07%0.20%Q1 2018Q2 20233
Stiles Financial Services Inc 330.11%0.12%0.12%Q4 2022Q2 20233
Merit Investment Management, LLC 330.78%1.00%1.33%Q2 2013Q4 20133
Sageworth Trust Co of South Dakota 330.01%0.04%0.06%Q4 2021Q2 20223
Y-Intercept (Hong Kong) Ltd 110.07%0.12%0.21%Q2 2021Q2 20233
KMG FIDUCIARY PARTNERS, LLC 330.13%0.16%0.18%Q1 2023Q3 20233
GUARDIAN CAPITAL LP 330.00%0.00%0.01%Q3 2016Q1 20173
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
MARIETTA INVESTMENT PARTNERS LLC 331.75%1.80%1.88%Q2 2013Q4 20133
STATE OF MICHIGAN RETIREMENT SYSTEM 330.01%0.01%0.02%Q2 2016Q4 20163
BANCED CORP 210.26%0.28%0.31%Q1 2014Q4 20143
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST NEW YORK SECURITIES LLC /NY 210.05%0.24%0.58%Q3 2014Q3 20153
Resource Management, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
MayTech Global Investments, LLC 330.01%0.01%0.02%Q4 2021Q2 20223
East Coast Asset Management, LLC. 330.02%0.03%0.03%Q4 2012Q2 20133
Autus Asset Management, LLC 330.09%0.10%0.12%Q2 2013Q4 20133
Roof Eidam Maycock Peralta, LLC 330.66%0.73%0.78%Q4 2016Q2 20173
THOMPSON INVESTMENT MANAGEMENT, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
EMINENCE CAPITAL, LP 330.63%0.72%0.78%Q2 2015Q4 20153
BHF Kleinwort Benson Group S.A. 330.02%0.02%0.02%Q1 2014Q3 20143
TBH Global Asset Management, LLC 330.74%0.82%0.93%Q4 2019Q2 20203
New England Private Wealth Advisors LLC 330.08%0.08%0.08%Q1 2019Q3 20193
Imprint Wealth LLC 330.32%0.35%0.37%Q1 2023Q3 20233
Lebenthal Asset Management, LLC 330.11%0.14%0.19%Q3 2016Q1 20173
Avion Wealth 330.00%0.00%0.00%Q1 2023Q3 20233
Fiduciary Planning LLC 330.00%0.01%0.01%Q3 2020Q1 20213
Ausdal Financial Partners, Inc. 110.01%0.06%0.10%Q4 2015Q2 20183
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.13%0.26%Q3 2016Q1 20193
Blueprint Investment Partners LLC 210.04%0.05%0.06%Q4 2021Q4 20223
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 331.66%1.75%1.82%Q4 2014Q2 20153
Glass Jacobson Investment Advisors llc 210.05%0.05%0.06%Q4 2022Q3 20233
WRIGHT INVESTORS SERVICE INC 210.11%0.26%0.51%Q4 2013Q2 20173
Avalon Trust Co 330.01%1.22%1.88%Q1 2023Q3 20233
Capricorn Fund Managers Ltd 330.23%0.47%0.73%Q4 2021Q2 20223
Ballew Advisors, Inc 330.01%0.01%0.02%Q1 2018Q3 20183
Gryphon Financial Partners LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Tower View Wealth Management LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Wagner Wealth Management, LLC 330.00%0.00%0.01%Q1 2018Q3 20183
Hoxton Financial, Inc. 330.00%0.00%0.00%Q1 2014Q3 20143
JOYN Advisors, Inc. 330.01%0.01%0.01%Q2 2018Q4 20183
SENTRY INVESTMENT MANAGEMENT LLC 210.02%0.09%0.17%Q3 2022Q2 20233
STERNE AGEE GROUP, INC. 210.18%0.23%0.30%Q2 2013Q1 20153
Cornerstone Wealth Management, LLC 210.01%0.03%0.06%Q2 2018Q1 20193
MRP Capital Investments, LLC 330.04%0.06%0.08%Q4 2022Q2 20233
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 330.00%0.01%0.01%Q4 2015Q2 20163
ALTFEST L J & CO INC 210.04%0.32%0.52%Q2 2020Q4 20213
Paragon Capital Management LLC 210.01%0.02%0.02%Q1 2019Q1 20203
Hutner Daniel Ellsworth 332.69%2.76%2.86%Q4 2015Q2 20163
GREAT LAKES ADVISORS, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
MONTAGE INVESTMENTS, LLC 330.44%0.46%0.49%Q4 2015Q2 20163
PALLADIEM, LLC 330.02%0.02%0.02%Q4 2014Q2 20153
VOYA INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Empire Financial Management Company, LLC 330.36%0.39%0.41%Q1 2023Q3 20233
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Berkshire Hathaway 330.01%0.01%0.01%Q1 2023Q3 20233
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.03%Q4 2017Q3 20183
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Advisors Preferred, LLC 210.02%0.06%0.08%Q1 2017Q2 20193
MOSELEY INVESTMENT MANAGEMENT INC 210.10%0.11%0.12%Q4 2021Q2 20233
Elite Wealth Management, Inc. 210.02%0.02%0.02%Q4 2013Q3 20143
Engrave Wealth Partners LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Sowa Financial Group, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
Optiver Holding B.V. 330.00%0.01%0.01%Q3 2021Q1 20223
Elgethun Capital Management 210.02%0.04%0.05%Q4 2016Q3 20233
COERENTE CAPITAL MANAGEMENT 330.04%0.04%0.04%Q2 2021Q4 20213
Bridgewater Advisors Inc. 330.23%0.25%0.28%Q4 2013Q2 20143
StoneX Group Inc. 210.08%0.19%0.27%Q2 2017Q3 20213
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20233
Stratos Investment Management, LLC 330.03%0.05%0.07%Q3 2021Q1 20223
LCM Capital Management Inc 210.17%0.18%0.18%Q4 2021Q1 20233
Private Ocean, LLC 210.00%0.00%0.00%Q1 2021Q2 20223
Ruggaard & Associates LLC 330.18%0.21%0.24%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
XTX Topco Ltd 110.05%0.15%0.27%Q1 2021Q3 20233
EQUITABLE TRUST CO 330.02%0.02%0.02%Q2 2020Q4 20203
Aris Wealth Services, Inc. 330.10%0.12%0.17%Q1 2015Q3 20153
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
CATALYST FINANCIAL PARTNERS LLC 330.12%0.15%0.17%Q1 2023Q3 20233
Santa Fe Partners LLC 210.04%0.09%0.18%Q4 2013Q3 20143
Sage Investment Advisers LLC 210.26%0.31%0.35%Q4 2021Q4 20223
BERKSHIRE ASSET MANAGEMENT LLC/PA 210.02%0.10%0.17%Q2 2016Q1 20233
DAYMARK WEALTH PARTNERS, LLC 330.03%0.06%0.08%Q1 2023Q3 20233
Crestwood Advisors Group, LLC 110.01%0.02%0.03%Q2 2015Q1 20173
SAL Trading, LLC 330.38%0.56%0.69%Q1 2022Q3 20223
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2020Q2 20223
Nilsine Partners, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Fortis Advisors, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
Destiny Wealth Partners, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Financial Gravity Companies, Inc. 210.04%0.05%0.05%Q4 2017Q4 20183
AFS Financial Group, LLC 330.23%0.25%0.26%Q4 2022Q2 20233
FUNDSMITH INVESTMENT SERVICES LTD. 333.28%3.30%3.34%Q2 2021Q4 20213
NTB Financial Corp 330.34%0.35%0.37%Q4 2021Q2 20223
Compound Global Advisors, LLC 332.30%2.54%2.68%Q4 2022Q2 20233
Syntal Capital Partners, LLC 210.43%0.54%0.72%Q2 2019Q1 20213
Trifecta Capital Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Halpern Financial, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Samalin Investment Counsel, LLC 210.04%0.10%0.13%Q4 2019Q1 20233
Barden Capital Management, Inc. 330.56%0.63%0.71%Q1 2023Q3 20233
Acrospire Investment Management LLC 330.02%0.08%0.15%Q4 2016Q2 20173
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 330.03%0.03%0.04%Q2 2013Q4 20133
WealthStone, Inc. 210.01%0.06%0.09%Q2 2019Q1 20213
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.00%0.02%0.05%Q1 2023Q3 20233
DOWLING & YAHNKE LLC 330.02%0.02%0.02%Q2 2019Q4 20193
Sandhill Capital Partners LLC 330.36%0.59%0.78%Q1 2020Q3 20203
Scissortail Wealth Management, LLC 110.06%0.15%0.33%Q4 2021Q4 20223
Susquehanna International Group Ltd. 110.27%2.29%4.32%Q4 2018Q4 20183
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q2 2015Q3 20233
Sargent Investment Group, LLC 210.05%0.05%0.05%Q2 2021Q1 20223
Steward Financial Group LLC 210.00%0.00%0.01%Q2 2022Q1 20233
Voit & Company, LLC 330.21%0.22%0.23%Q1 2019Q3 20193
Harrington Investments, INC 330.00%0.00%0.00%Q1 2018Q3 20183
Pinkerton Retirement Specialists, LLC 210.00%0.03%0.05%Q3 2016Q2 20183
Beacon Pointe Wealth Advisors, LLC 330.07%0.07%0.09%Q4 2018Q2 20193
Strategic Capital Group LLC 210.01%0.02%0.04%Q2 2013Q1 20143
3Chopt Investment Partners, LLC 330.15%0.23%0.28%Q4 2022Q2 20233
Capital Wealth Planning, LLC 110.00%0.04%0.12%Q3 2013Q3 20233
Retirement Group, LLC 330.00%0.00%0.00%Q2 2020Q4 20203
Altium Wealth Management LLC 330.03%0.04%0.05%Q4 2021Q2 20223
River Wealth Advisors LLC 330.01%0.02%0.03%Q2 2018Q4 20183
BRASADA CAPITAL MANAGEMENT, LP 220.22%0.24%0.27%Q2 2023Q3 20232
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q3 2018Q1 20222
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
ISTHMUS PARTNERS, LLC 110.00%0.01%0.01%Q2 2015Q3 20182
Donald L. Hagan, LLC 110.03%0.03%0.03%Q3 2015Q1 20162
Emerald Acquisition Ltd. 220.03%0.03%0.04%Q2 2016Q3 20162
MV CAPITAL MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2014Q1 20152
Vivaldi Capital Management LP 110.04%0.05%0.05%Q2 2021Q4 20212
Syverson Strege & Co 110.00%0.01%0.01%Q3 2021Q1 20232
CenterStar Fund, LLC 110.01%0.09%0.17%Q4 2016Q4 20162
Blue Chip Partners, LLC 220.16%0.18%0.20%Q1 2015Q2 20152
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Ruggie Capital Group 220.00%0.00%0.00%Q1 2015Q2 20152
TCG Advisors, LP 220.04%0.04%0.04%Q1 2019Q2 20192
ELCO Management Co., LLC 220.14%0.15%0.16%Q4 2021Q1 20222
MITCHELL MCLEOD PUGH & WILLIAMS INC 220.08%0.08%0.08%Q3 2021Q4 20212
Quad Capital Management Advisors LLC 110.00%0.20%0.41%Q3 2017Q1 20182
BlueCrest Capital Management Ltd 110.01%0.01%0.01%Q3 2018Q1 20192
Bristol Advisors, LLC 220.40%1.33%2.25%Q3 2017Q4 20172
OAKVIEW CAPITAL MANAGEMENT, L.P. 220.02%0.02%0.02%Q4 2016Q1 20172
St. Johns Investment Management Company, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Quantamental Technologies LLC 110.16%0.46%0.76%Q1 2019Q3 20232
SOUTH GEORGIA CAPITAL, LLC 110.00%0.06%0.12%Q4 2013Q4 20142
MCIA Inc 220.05%0.05%0.05%Q2 2017Q3 20172
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Waldron Private Wealth LLC 220.02%0.02%0.03%Q3 2019Q4 20192
17 CAPITAL PARTNERS, LLC 220.21%0.22%0.22%Q4 2021Q1 20222
Kernodle & Katon Asset Management Group, LLC 220.82%0.85%0.89%Q4 2016Q1 20172
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20232
State of Tennessee, Treasury Department 220.01%0.01%0.02%Q1 2017Q2 20172
Lucia Wealth Services, LLC 220.06%0.08%0.10%Q2 2018Q3 20182
Investors Research Corp 110.00%0.02%0.05%Q1 2019Q3 20232
Poehling Capital Management, INC. 220.04%0.05%0.05%Q4 2017Q1 20182
Alpha Cubed Investments, LLC 220.01%0.01%0.02%Q1 2022Q2 20222
Headlands Technologies LLC 220.35%0.52%0.70%Q2 2023Q3 20232
Risk Paradigm Group, LLC 110.01%0.01%0.02%Q1 2017Q4 20172
TEACHERS ADVISORS, LLC 220.01%0.02%0.02%Q4 2015Q1 20162
LFA - Lugano Financial Advisors SA 220.10%0.13%0.17%Q2 2023Q3 20232
Grant Street Asset Management, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Stewardship Financial Advisors, LLC 220.27%0.62%0.97%Q4 2015Q1 20162
Watchman Group, Inc. 220.92%0.92%0.92%Q4 2019Q1 20202
Carnick & Kubik, LLC 110.01%0.02%0.02%Q3 2015Q1 20162
Glovista Investments LLC 110.05%0.27%0.50%Q4 2014Q2 20162
Alera Investment Advisors, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
Assenagon Asset Management S.A. 110.00%0.01%0.01%Q2 2021Q1 20222
Madden Advisory Services, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
RAND WEALTH, LLC 220.05%0.05%0.06%Q1 2014Q2 20142
Legacy Capital Wealth Partners, LLC 110.08%0.08%0.08%Q1 2023Q3 20232
Financial Advisory Group 110.04%0.04%0.04%Q4 2021Q1 20232
BRIDGES INVESTMENT MANAGEMENT INC 220.01%0.02%0.02%Q4 2018Q1 20192
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Sound View Wealth Advisors, LLC 220.95%0.95%0.96%Q4 2018Q1 20192
Cascabel Management LP 221.76%2.33%2.91%Q2 2013Q3 20132
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
J.Safra Asset Management Corp 110.00%0.02%0.03%Q2 2016Q1 20222
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
HNP Capital LLC 110.05%0.20%0.36%Q1 2020Q4 20212
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
RDA Financial Network 220.09%0.09%0.09%Q4 2021Q1 20222
Cardinal Capital Management, Inc. 110.00%0.00%0.00%Q2 2017Q2 20182
Fiera Capital Inc. 220.02%0.03%0.05%Q2 2013Q3 20132
UNDERHILL INVESTMENT MANAGEMENT LLC 220.56%0.58%0.59%Q2 2016Q3 20162
Mizuho Asset Management Co.,Ltd. 220.18%0.20%0.21%Q2 2013Q3 20132
AT Bancorp 220.05%0.10%0.14%Q1 2017Q2 20172
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
R. W. Roge & Company, Inc. 220.14%0.15%0.16%Q4 2021Q1 20222
CFM WEALTH PARTNERS LLC 220.03%0.04%0.05%Q1 2020Q2 20202
Argent Wealth Management LLC 220.14%0.15%0.15%Q1 2020Q2 20202
Diversified Trust Co 110.01%0.01%0.01%Q1 2023Q3 20232
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
EPG Wealth Management LLC 220.02%0.02%0.02%Q4 2019Q1 20202
MAGNOLIA CAPITAL ADVISORS LLC 220.07%0.07%0.07%Q3 2021Q4 20212
FLOW TRADERS U.S. LLC 110.01%0.41%0.80%Q3 2013Q3 20232
Filbrandt Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Mosaic Advisors LLC 110.14%0.35%0.57%Q4 2020Q2 20212
Fundsmith Long/Short Master Fund 222.99%3.07%3.15%Q4 2020Q1 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q4 20132
qPULA Trading Management LP 220.52%0.58%0.64%Q1 2021Q2 20212
Planned Solutions, Inc. 220.08%0.08%0.08%Q3 2020Q4 20202
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q4 20222
OLD MISSION CAPITAL, LLC 110.33%0.39%0.45%Q4 2016Q4 20202
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q1 20182
Hoese & Co LLP 220.02%0.02%0.02%Q2 2021Q3 20212
Oakwell Private Wealth Management, LLC 220.45%0.47%0.49%Q3 2022Q4 20222
DIALECTIC CAPITAL MANAGEMENT, LP 110.41%0.54%0.67%Q2 2013Q2 20132
FNY Managed Accounts LLC 220.00%0.04%0.08%Q2 2015Q3 20152
Parametric Risk Advisors LLC 220.03%0.06%0.08%Q1 2016Q2 20162
COMERICA SECURITIES INC 110.06%0.08%0.09%Q4 2014Q4 20182
PGIM Custom Harvest LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Interchange Capital Partners, LLC 110.04%0.09%0.14%Q4 2020Q1 20232
Manifold Partners, LLC 110.02%0.18%0.33%Q2 2013Q2 20142
Tradeworx Inc. 110.09%0.13%0.17%Q1 2013Q4 20132
AMG National Trust Bank 110.01%0.01%0.01%Q3 2021Q3 20222
Weiss Multi-Strategy Advisers LLC 110.03%0.07%0.12%Q4 2015Q4 20182
TECTONIC ADVISORS LLC 220.06%0.06%0.07%Q4 2020Q1 20212
MONUMENTAL FINANCIAL GROUP INC. 220.79%0.80%0.80%Q4 2022Q1 20232
Cowen Prime Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Heritage Investment Group, Inc. 220.17%0.18%0.19%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.12%0.13%0.13%Q2 2013Q3 20132
REUTER JAMES WEALTH MANAGEMENT, LLC 220.15%0.20%0.26%Q1 2023Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.01%Q4 2021Q1 20222
China Universal Asset Management Co., Ltd. 220.00%0.36%0.73%Q2 2023Q3 20232
Beaird Harris Wealth Management, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Red Tortoise LLC 110.01%0.01%0.01%Q3 2021Q4 20222
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q4 2021Q3 20222
FirstPurpose Wealth LLC 220.10%0.11%0.12%Q1 2023Q2 20232
Lansing Street Advisors 220.02%0.02%0.02%Q1 2022Q2 20222
Fortitude Advisory Group L.L.C. 220.01%0.01%0.01%Q4 2021Q1 20222
Coppell Advisory Solutions Corp. 220.25%0.26%0.26%Q4 2022Q1 20232
New Hampshire Trust 220.04%0.06%0.07%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.08%0.08%0.08%Q3 2022Q4 20222
Consolidated Portfolio Review Corp 220.05%0.05%0.06%Q1 2023Q2 20232
Pine Valley Investments Ltd Liability Co 220.16%0.18%0.20%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.07%0.07%0.08%Q2 2023Q3 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Nemes Rush Group LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
ROMANO BROTHERS AND COMPANY 110.01%0.12%0.23%Q4 2022Q3 20232
Echo Street Capital Management LLC 220.01%0.02%0.02%Q2 2020Q3 20202
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q1 20222
SAROFIM FAYEZ 110.33%0.54%0.75%Q4 2012Q3 20132
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 220.01%0.01%0.01%Q4 2021Q1 20222
Estabrook Capital Management 110.00%0.01%0.01%Q4 2021Q2 20222
WINTRUST INVESTMENTS LLC 220.11%0.20%0.30%Q2 2016Q3 20162
F&C Asset Management plc 220.07%0.07%0.08%Q2 2013Q3 20132
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Graham Capital Management, L.P. 220.02%0.02%0.02%Q2 2014Q3 20142
Scott & Selber, Inc. 221.59%1.62%1.66%Q1 2014Q2 20142
Laffer Tengler Investments, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Covenant Partners, LLC 220.09%0.12%0.14%Q1 2023Q2 20232
GLG Partners LP 110.12%0.48%0.84%Q2 2016Q2 20162
JACOB ASSET MANAGEMENT OF NEW YORK LLC 220.31%0.31%0.31%Q2 2013Q3 20132
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 220.04%0.04%0.05%Q1 2014Q2 20142
CURIAN CAPITAL LLC 220.05%0.06%0.06%Q2 2013Q3 20132
GEORGE KAISER FAMILY FOUNDATION 220.39%0.44%0.49%Q3 2016Q4 20162
Zions Trust, National Association 220.02%0.02%0.02%Q4 2013Q1 20142
ALPINE WOODS CAPITAL INVESTORS, LLC 220.03%0.04%0.04%Q4 2014Q1 20152
Legal & General Group Plc 220.00%0.00%0.00%Q2 2016Q3 20162
HONEYWELL INTERNATIONAL INC 220.92%1.05%1.18%Q4 2014Q1 20152
SHAPIRO CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q4 2021Q1 20222
SPINNAKER TRUST 110.01%0.02%0.02%Q4 2021Q3 20232
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
PROFFITT & GOODSON INC 220.00%0.00%0.00%Q2 2020Q3 20202
STANCORP INVESTMENT ADVISERS INC 220.04%0.04%0.05%Q4 2014Q1 20152
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
INTEGRATED WEALTH COUNSEL, LLC 220.03%0.03%0.03%Q3 2016Q4 20162
MARINO, STRAM & ASSOCIATES LLC 110.00%0.04%0.08%Q1 2019Q2 20212
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
SPOT TRADING L.L.C. 110.00%0.01%0.02%Q3 2017Q3 20172
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TIAA CREF INVESTMENT MANAGEMENT LLC 220.00%0.00%0.01%Q4 2015Q1 20162
Capital International, Inc./CA/ 220.00%0.00%0.01%Q1 2020Q2 20202
JAG CAPITAL MANAGEMENT, LLC 220.05%0.05%0.05%Q4 2014Q1 20152
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 220.26%0.26%0.26%Q1 2017Q2 20172
AXA S.A. 220.00%0.00%0.00%Q3 2020Q4 20202
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q1 2021Q2 20212
BANK HAPOALIM BM 220.07%0.09%0.12%Q2 2017Q3 20172
NORTHERN TRUST CO OF CONNECTICUT 220.12%0.12%0.13%Q2 2013Q3 20132
JACOBS & CO/CA 220.04%0.04%0.04%Q3 2022Q4 20222
APPLETON PARTNERS INC/MA 220.02%0.02%0.02%Q4 2021Q1 20222
ING GROEP NV 220.36%0.36%0.37%Q2 2013Q3 20132
StellarOne CORP 221.43%1.48%1.54%Q2 2013Q3 20132
First Affirmative Financial Network 220.18%0.19%0.20%Q3 2023Q4 20232
Kovitz Investment Group Partners, LLC 221.14%1.21%1.27%Q2 2023Q3 20232
Ariel Investments 220.00%0.00%0.00%Q1 2016Q2 20162
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2015Q3 20212
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Palumbo Wealth Management LLC 110.16%0.16%0.16%Q4 2020Q4 20201
WBI INVESTMENTS, LLC 110.39%0.39%0.39%Q4 2014Q4 20141
QRG CAPITAL MANAGEMENT, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Holdings, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Allen Mooney & Barnes Investment Advisors LLC 111.42%1.42%1.42%Q3 2023Q3 20231
RAINIER INVESTMENT MANAGEMENT LLC 110.66%0.66%0.66%Q2 2013Q2 20131
Montecito Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
NORGES BANK 110.00%0.00%0.00%Q3 2022Q3 20221
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.21%0.21%0.21%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
IVC Wealth Advisors LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Schonfeld Group Holdings LLC 110.08%0.08%0.08%Q1 2014Q1 20141
BlueCrest Capital Management LLP 110.08%0.08%0.08%Q2 2014Q2 20141
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Diversified, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CQS Cayman LP 110.07%0.07%0.07%Q2 2015Q2 20151
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Wealth Advisory Solutions, LLC 111.04%1.04%1.04%Q1 2021Q1 20211
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Legacy Financial Group LLC 110.04%0.04%0.04%Q3 2023Q3 20231
HUTCHENS INVESTMENT MANAGEMENT INC 110.09%0.09%0.09%Q4 2014Q4 20141
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q2 2016Q2 20161
Jump Financial, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Abbrea Capital, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
RUSHMORE INVESTMENT ADVISORS, INC. 110.66%0.66%0.66%Q2 2013Q2 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Cypress Point Wealth Management, LLC 110.89%0.89%0.89%Q4 2020Q4 20201
BNC WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
WFA of San Diego, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
PACES FERRY WEALTH ADVISORS, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
Veracity Capital LLC 110.07%0.07%0.07%Q4 2019Q4 20191
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q3 2022Q3 20221
Paul John Balson 110.05%0.05%0.05%Q4 2020Q4 20201
PACIFIC SUN FINANCIAL CORP 111.42%1.42%1.42%Q4 2017Q4 20171
Freshford Capital Management, LLC 112.60%2.60%2.60%Q2 2015Q2 20151
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
MADDEN SECURITIES Corp 110.03%0.03%0.03%Q4 2022Q4 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
RiverFront Investment Group, LLC 110.20%0.20%0.20%Q4 2008Q4 20081
BERRY GROUP, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
BANK OF THE WEST 110.05%0.05%0.05%Q4 2014Q4 20141
Cannell & Co. 110.01%0.01%0.01%Q4 2021Q4 20211
Savant Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GREEN ARROW CAPITAL MANAGEMENT LLC 111.01%1.01%1.01%Q3 2015Q3 20151
PATTEN & PATTEN INC/TN 110.03%0.03%0.03%Q1 2014Q1 20141
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Saturna Capital CORP 110.00%0.00%0.00%Q4 2015Q4 20151
FRONTIER INVESTMENT MGMT CO 110.01%0.01%0.01%Q4 2019Q4 20191
TOBIAS FINANCIAL ADVISORS, INC. 113.65%3.65%3.65%Q4 2021Q4 20211
Lion Street Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
McKinley Carter Wealth Services, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
CHARTER RESEARCH & INVESTMENT GROUP, INC. 110.16%0.16%0.16%Q4 2021Q4 20211
Highstreet Asset Management Inc. 110.32%0.32%0.32%Q4 2015Q4 20151
McNamara Financial Services, Inc. 110.09%0.09%0.09%Q4 2014Q4 20141
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
One Charles Private Wealth Services, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
PFG Private Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Modus Advisors, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q1 2015Q1 20151
GABELLI & Co INVESTMENT ADVISERS, INC. 110.05%0.05%0.05%Q2 2015Q2 20151
Silicon Hills Wealth Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.30%0.30%0.30%Q1 2023Q1 20231
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
LETKO, BROSSEAU & ASSOCIATES INC 110.00%0.00%0.00%Q4 2018Q4 20181
WESPAC Advisors SoCal, LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Banque Cantonale Vaudoise 110.01%0.01%0.01%Q3 2020Q3 20201
UNITED BANK 110.03%0.03%0.03%Q1 2021Q1 20211
Retirement Planning Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Gotham Asset Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
PERRITT CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q4 2022Q4 20221
Robinson Value Management, Ltd. 110.05%0.05%0.05%Q3 2021Q3 20211
SYMPHONY ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q4 2013Q4 20131
Red Door Wealth Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q2 2014Q2 20141
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
DRH Investments, Inc. 119.97%9.97%9.97%Q3 2023Q3 20231
ARGI Investment Services, LLC 110.02%0.02%0.02%Q3 2017Q3 20171
SG3 Management, LLC 110.15%0.15%0.15%Q3 2019Q3 20191
RBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MARSHALL WACE ASIA Ltd 110.03%0.03%0.03%Q1 2017Q1 20171
Northstar Group, Inc. 110.17%0.17%0.17%Q3 2015Q3 20151
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Bison Wealth, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.03%0.03%0.03%Q3 2015Q3 20151
Oldfather Financial Services, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
OTTER CREEK MANAGEMENT INC 111.28%1.28%1.28%Q3 2015Q3 20151
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
V Wealth Advisors LLC 110.02%0.02%0.02%Q2 2017Q2 20171
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
NORDEA INVESTMENT MANAGEMENT AB 110.00%0.00%0.00%Q1 2019Q1 20191
DSM CAPITAL PARTNERS LLC 111.01%1.01%1.01%Q2 2013Q2 20131
SMITH SHELLNUT WILSON LLC /ADV 110.22%0.22%0.22%Q2 2017Q2 20171
Core Wealth Advisors, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
CIM INVESTMENT MANAGEMENT INC 110.16%0.16%0.16%Q1 2014Q1 20141
Kessler Investment Group, LLC 112.97%2.97%2.97%Q2 2013Q2 20131
Truvvo Partners LLC 1115.63%15.63%15.63%Q4 2016Q4 20161
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q1 2023Q1 20231
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
LEUTHOLD GROUP, LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CARDEROCK CAPITAL MANAGEMENT INC 110.05%0.05%0.05%Q1 2014Q1 20141
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Holloway Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q4 2022Q4 20221
HOWARD HUGHES MEDICAL INSTITUTE 111.35%1.35%1.35%Q3 2022Q3 20221
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
KLCM Advisors, Inc. 110.06%0.06%0.06%Q2 2015Q2 20151
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
Rezny Wealth Management, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
GREENWOOD CAPITAL ASSOCIATES LLC 110.07%0.07%0.07%Q2 2015Q2 20151
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
FORTEM FINANCIAL GROUP, LLC 110.37%0.37%0.37%Q4 2018Q4 20181
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
STRS OHIO 110.04%0.04%0.04%Q2 2013Q2 20131
CRAMER ROSENTHAL MCGLYNN LLC 110.39%0.39%0.39%Q3 2015Q3 20151
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Bernardo Wealth Planning LLC 110.16%0.16%0.16%Q2 2019Q2 20191
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
ELEMENT POINTE ADVISORS, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
HHLR ADVISORS, LTD. 110.11%0.11%0.11%Q2 2022Q2 20221
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q3 2013Q3 20131
DAVIDSON INVESTMENT ADVISORS 110.01%0.01%0.01%Q4 2016Q4 20161
Plaisance Capital LLC 110.46%0.46%0.46%Q1 2021Q1 20211
PRW Wealth Management LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Leucadia National 110.00%0.00%0.00%Q3 2023Q3 20231
SUMIT CAPITAL, LLC 110.80%0.80%0.80%Q3 2014Q3 20141
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
1834 INVESTMENT ADVISORS CO 110.01%0.01%0.01%Q2 2018Q2 20181
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ALETHEA CAPITAL MANAGEMENT, LLC 112.39%2.39%2.39%Q2 2017Q2 20171
MACROVIEW INVESTMENT MANAGEMENT LLC 110.04%0.04%0.04%Q2 2017Q2 20171
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
ZWJ INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q4 2021Q4 20211
Centric Wealth Management 110.20%0.20%0.20%Q4 2018Q4 20181
Price Capital Management, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Knowledge Leaders Capital, LLC 110.17%0.17%0.17%Q3 2018Q3 20181
Airain ltd 110.05%0.05%0.05%Q1 2016Q1 20161
Impax Asset Management Group plc 110.00%0.00%0.00%Q4 2021Q4 20211
FNY Partners Fund LP 110.20%0.20%0.20%Q1 2017Q1 20171
KLINGENSTEIN FIELDS & CO LP 110.02%0.02%0.02%Q3 2016Q3 20161
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HANSEATIC MANAGEMENT SERVICES INC 110.01%0.01%0.01%Q1 2019Q1 20191
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CFS, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Almanack Investment Partners, LLC. 110.01%0.01%0.01%Q3 2022Q3 20221
COLUMBIA CAPITAL LLC 111.97%1.97%1.97%Q1 2014Q1 20141
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
NS Partners Ltd 110.17%0.17%0.17%Q2 2022Q2 20221
Lowe Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
Divergent Wealth Advisors 110.00%0.00%0.00%Q1 2018Q1 20181
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 111.82%1.82%1.82%Q2 2017Q2 20171
Teza Capital Management LLC 110.08%0.08%0.08%Q1 2017Q1 20171
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Alpine Global Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Sanibel Captiva Investment Advisers, Inc. 110.21%0.21%0.21%Q1 2013Q1 20131
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Buckley Wealth Management, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Intersect Capital LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
MARINER INVESTMENT GROUP LLC 110.00%0.00%0.00%Q2 2016Q2 20161
CAPITAL CITY TRUST CO/FL 110.01%0.01%0.01%Q2 2013Q2 20131
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Fort Point Capital Partners LLC 110.38%0.38%0.38%Q3 2016Q3 20161
Enlightenment Research, LLC 110.09%0.09%0.09%Q4 2018Q4 20181
Lehman Financial Resources, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
MYDA Advisors LLC 111.30%1.30%1.30%Q4 2017Q4 20171
ADVISOR CONSULTANT NETWORK INC 111.01%1.01%1.01%Q3 2016Q3 20161
JAMISON EATON & WOOD INC /NJ 110.01%0.01%0.01%Q3 2013Q3 20131
Arbor Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Quantitative Systematic Strategies LLC 110.16%0.16%0.16%Q1 2018Q1 20181
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
IFG Advisory, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
Skye Global Management LP 110.03%0.03%0.03%Q1 2019Q1 20191
Farmer Steven Patrick 112.38%2.38%2.38%Q2 2022Q2 20221
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Castle Rock Wealth Management, LLC 110.35%0.35%0.35%Q1 2020Q1 20201
Cedar Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BAKER BOYER NATIONAL BANK 110.08%0.08%0.08%Q3 2023Q3 20231
Capital Asset Advisory Services LLC 110.03%0.03%0.03%Q4 2020Q4 20201
HUTCHINSON CAPITAL MANAGEMENT/CA 112.11%2.11%2.11%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Otter Creek Advisors, LLC 111.63%1.63%1.63%Q4 2015Q4 20151
DRW SECURITIES, L.L.C. 110.03%0.03%0.03%Q3 2022Q3 20221
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
EFG Asset Management (Americas) Corp. 110.09%0.09%0.09%Q1 2015Q1 20151
Belmont Global Advisors, Inc. 110.49%0.49%0.49%Q4 2013Q4 20131
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Providence First Trust Co 110.04%0.04%0.04%Q3 2022Q3 20221
Brookfield Asset Management 110.00%0.00%0.00%Q2 2013Q2 20131
Westbourne Investment Advisors, Inc. 110.10%0.10%0.10%Q3 2018Q3 20181
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BHK Investment Advisors, LLC 110.20%0.20%0.20%Q1 2018Q1 20181
VAUGHAN DAVID INVESTMENTS LLC/IL 110.01%0.01%0.01%Q1 2019Q1 20191
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Eagle Capital Management, LLC 110.17%0.17%0.17%Q4 2013Q4 20131
CHICAGO TRUST Co NA 110.04%0.04%0.04%Q4 2021Q4 20211
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Bryn Mawr Capital Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Malaga Cove Capital, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
PAYDEN & RYGEL 110.00%0.00%0.00%Q4 2015Q4 20151
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FSM Wealth Advisors, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
Northwest Bank & Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Worth Asset Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Warther Private Wealth, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
AXQ CAPITAL, LP 110.15%0.15%0.15%Q1 2023Q1 20231
Creative Capital Management Investments LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Clay Northam Wealth Management, LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Glassy Mountain Advisors, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
KARLINSKI ANDREW C 110.00%0.00%0.00%Q4 2021Q4 20211
Key Client Fiduciary Advisors, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
REGATTA CAPITAL GROUP, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Bienville Capital Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Next Level Private LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nauset Wealth Management. LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Missouri Trust & Investment Co 110.00%0.00%0.00%Q2 2023Q2 20231
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CIBC WORLD MARKETS CORP 110.01%0.01%0.01%Q2 2022Q2 20221
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Carmel Capital Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Delta Financial Group, Inc. 110.24%0.24%0.24%Q2 2023Q2 20231
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Clarity Financial LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Madison Scottsdale, LC 110.10%0.10%0.10%Q2 2013Q2 20131
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Rollins Financial 110.06%0.06%0.06%Q4 2021Q4 20211
Silver Bridge Capital Management LLC 110.49%0.49%0.49%Q2 2013Q2 20131
Sebold Capital Management, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
LeJeune Puetz Investment Counsel LLC 110.91%0.91%0.91%Q4 2016Q4 20161
DEFINED WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Navis Wealth Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
CAMDEN NATIONAL BANK 110.04%0.04%0.04%Q1 2023Q1 20231
Sensato Investors LLC 110.03%0.03%0.03%Q1 2018Q1 20181
KPP Advisory Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Ramirez Asset Management, Inc. 110.54%0.54%0.54%Q3 2023Q3 20231
External links

This page lists all the filers that currently own DIAGEO P L C or have owned DIAGEO P L C in the past.