DUKE ENERGY CORP NEW shareholder history

Current and past DUKE ENERGY CORP NEW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.18%Q2 2013Q3 2023122
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.06%Q2 2013Q3 2023120
GOLDMAN SACHS GROUP INC 4220.00%0.03%0.14%Q3 2012Q3 2023116
CITIGROUP INC 42420.00%0.02%0.09%Q2 2013Q3 2023116
BARCLAYS PLC 42420.00%0.04%0.55%Q2 2013Q3 2023113
HSBC HOLDINGS PLC 45450.00%0.05%0.27%Q3 2012Q3 2023110
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.05%0.20%Q2 2013Q3 2023105
Citadel Advisors 31100.00%0.02%0.14%Q2 2013Q3 202398
Walleye Trading LLC 42420.00%0.02%0.10%Q2 2013Q3 202398
Parallax Volatility Advisers, L.P. 40400.00%0.01%0.05%Q4 2013Q3 202394
D. E. Shaw & Co., Inc. 42420.00%0.03%0.33%Q2 2013Q3 202390
CREDIT SUISSE AG/ 43430.00%0.06%0.32%Q1 2013Q3 202389
Cutler Group LLC / CA 32320.00%0.02%0.42%Q4 2015Q3 202387
JANE STREET GROUP, LLC 39390.00%0.01%0.06%Q1 2014Q3 202386
TWO SIGMA INVESTMENTS, LP 35350.00%0.09%0.59%Q1 2015Q3 202386
UBS Group AG 36360.00%0.03%0.11%Q4 2014Q3 202385
ROYAL BANK OF CANADA 42420.00%0.09%0.27%Q2 2013Q3 202385
CAPITAL FUND MANAGEMENT S.A. 1440.00%0.06%0.28%Q3 2013Q3 202382
WOLVERINE TRADING, LLC 1610.00%0.02%0.07%Q2 2016Q3 202376
MILLENNIUM MANAGEMENT LLC 1910.00%0.03%0.41%Q2 2013Q3 202373
Jefferies Group LLC 2410.00%0.03%0.28%Q2 2013Q3 202269
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.04%0.31%Q3 2015Q3 202363
Nuveen Asset Management, LLC 42420.00%0.12%0.40%Q2 2013Q3 202363
WOLVERINE ASSET MANAGEMENT LLC 1110.00%0.04%0.20%Q2 2013Q3 202361
M&T BANK CORP 42420.00%0.07%0.15%Q2 2013Q3 202359
BANK OF MONTREAL /CAN/ 3920.00%0.05%0.10%Q2 2013Q3 202357
TWO SIGMA SECURITIES, LLC 1670.00%0.03%0.12%Q4 2017Q3 202357
Paloma Partners Management Co 1210.00%0.06%0.39%Q4 2014Q3 202357
DONALDSON CAPITAL MANAGEMENT, LLC 38160.04%0.08%0.19%Q1 2010Q3 202354
AMALGAMATED BANK 52520.14%0.22%0.45%Q4 2010Q3 202352
GLENMEDE TRUST CO NA 4210.03%0.07%0.26%Q4 2006Q3 202351
DEUTSCHE BANK AG\ 41410.00%0.16%0.38%Q3 2013Q3 202351
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 42420.00%1.42%3.41%Q2 2013Q3 202350
NOMURA HOLDINGS INC 1110.00%0.02%0.28%Q4 2012Q3 202349
First Horizon Advisors, Inc. 47470.00%0.11%0.27%Q1 2012Q3 202347
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.02%0.10%0.29%Q2 2013Q3 202347
MCF Advisors LLC 4070.02%0.16%1.02%Q4 2011Q3 202347
PEAK6 Group LLC 21210.00%0.03%0.28%Q2 2013Q2 201846
HUNTINGTON NATIONAL BANK 46460.00%0.20%0.32%Q2 2012Q3 202346
Allianz Asset Management GmbH 42420.00%0.05%0.10%Q2 2013Q3 202346
TORONTO DOMINION BANK 43430.00%0.05%0.10%Q1 2013Q3 202345
Arbor Investment Advisors, LLC 45450.10%0.34%0.71%Q3 2012Q3 202345
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 45450.06%0.16%0.32%Q3 2012Q3 202345
SECURIAN ASSET MANAGEMENT, INC 45450.14%0.21%0.34%Q3 2012Q3 202345
Zurcher Kantonalbank (Zurich Cantonalbank) 45450.05%0.12%0.32%Q3 2012Q3 202345
SCHMIDT P J INVESTMENT MANAGEMENT INC 45450.22%0.89%2.25%Q3 2012Q3 202345
CIBC WORLD MARKET INC. 42420.01%0.02%0.04%Q2 2013Q3 202344
Rehmann Capital Advisory Group 29150.06%0.17%0.32%Q3 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.27%0.55%0.84%Q2 2010Q3 202344
Twin Tree Management, LP 1410.00%0.04%0.24%Q1 2013Q1 202244
Spot Trading L.L.C 16160.00%0.04%0.19%Q2 2013Q1 201744
HighTower Advisors, LLC 42420.00%0.14%0.20%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.03%0.05%0.08%Q4 2012Q3 202344
First Financial Bank - Trust Division 44440.06%0.14%0.39%Q1 2013Q4 202344
FULTON BANK, N.A. 43430.17%0.27%0.44%Q2 2013Q4 202343
NEVILLE RODIE & SHAW INC 43430.08%0.19%0.30%Q2 2013Q4 202343
BANK OF NOVA SCOTIA 43430.00%0.04%0.12%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.09%0.12%Q2 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.01%0.01%0.02%Q1 2013Q3 202343
AQR Capital Management 4210.05%0.13%0.26%Q4 2012Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.09%0.43%0.52%Q2 2013Q4 202343
Cetera Advisor Networks LLC 43430.10%0.26%0.57%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.15%0.22%0.30%Q1 2013Q3 202343
PARK NATIONAL CORP /OH/ 43430.07%0.34%0.82%Q2 2013Q4 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.16%0.36%Q1 2013Q3 202343
PRIVATE TRUST CO NA 43430.16%0.39%0.63%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.02%0.06%0.13%Q1 2013Q3 202343
VAUGHAN DAVID INVESTMENTS LLC/IL 43430.91%1.01%1.19%Q1 2013Q3 202343
HAP Trading, LLC 1310.00%0.03%0.27%Q2 2013Q3 202343
CHEMUNG CANAL TRUST CO 43430.29%0.65%1.68%Q2 2013Q4 202343
Verus Financial Partners, Inc. 42420.00%0.11%0.28%Q2 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.13%0.20%0.28%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.01%0.02%0.03%Q1 2013Q3 202343
RAYMOND JAMES & ASSOCIATES 42420.00%0.28%0.52%Q2 2013Q3 202343
Veritable, L.P. 43430.03%0.05%0.08%Q4 2012Q2 202343
Retirement Systems of Alabama 43430.07%0.16%0.33%Q1 2013Q3 202343
ALLIANCEBERNSTEIN L.P. 42420.03%0.06%0.09%Q2 2013Q3 202343
Freedom Investment Management, Inc. 43430.03%0.06%0.15%Q1 2013Q3 202343
LYNCH & ASSOCIATES/IN 43430.73%0.94%1.20%Q2 2013Q4 202343
COMMERCE BANK 43430.07%0.23%0.41%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.03%0.12%0.25%Q1 2013Q3 202343
CONNING INC. 42420.01%0.05%0.12%Q2 2013Q3 202342
STRS OHIO 42420.09%0.19%0.29%Q2 2013Q3 202342
STATE STREET CORP 42420.20%0.25%0.37%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.03%0.22%0.50%Q2 2013Q3 202342
BlackRock Inc. 42420.14%0.18%0.22%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.00%0.10%0.36%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.07%0.13%0.17%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.03%0.08%0.22%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.18%0.24%0.35%Q2 2013Q3 202342
Cypress Capital Group 42420.06%0.27%0.66%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.30%0.52%0.77%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42420.17%0.30%0.43%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.18%0.33%Q2 2013Q3 202342
MITCHELL SINKLER & STARR/PA 42420.20%1.06%2.03%Q2 2013Q3 202342
Bank OZK 42420.43%0.72%1.10%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.03%0.15%0.42%Q2 2013Q3 202342
Norinchukin Bank, The 42420.05%0.10%0.20%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.06%0.09%0.18%Q2 2013Q3 202342
Magellan Asset Management Ltd 42420.06%0.12%0.31%Q2 2013Q3 202342
LVM CAPITAL MANAGEMENT LTD/MI 42420.05%0.13%0.31%Q2 2013Q3 202342
MOTCO 42420.00%0.08%0.38%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.16%0.24%0.31%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.04%0.35%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.00%0.09%0.29%Q2 2013Q3 202342
Creative Planning 42420.03%0.06%0.10%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.07%0.22%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.08%0.31%0.56%Q2 2013Q3 202342
Hodges Capital Management Inc. 42420.03%0.07%0.20%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.10%0.19%0.26%Q2 2013Q3 202342
Epoch Investment Partners, Inc. 42420.30%0.95%1.44%Q2 2013Q3 202342
UMB Bank, n.a. 42420.44%0.68%0.88%Q2 2013Q3 202342
Tufton Capital Management 42420.85%1.13%1.60%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.09%0.19%0.32%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.04%0.11%0.53%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.03%0.16%0.30%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.79%1.59%2.33%Q2 2013Q3 202342
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 42420.32%0.39%0.49%Q2 2013Q3 202342
HEADINVEST, LLC 42420.08%0.11%0.20%Q2 2013Q3 202342
Janney Capital Management LLC 42420.00%0.90%1.15%Q2 2013Q3 202342
Mariner, LLC 42420.02%0.11%0.34%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.19%0.24%0.29%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.16%0.34%0.48%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.08%0.12%0.15%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.04%0.20%Q2 2013Q3 202342
FMR LLC 42420.00%0.05%0.09%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.06%0.13%0.41%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.05%0.16%0.38%Q2 2013Q3 202342
BANK OF HAWAII 42420.07%0.38%0.86%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.00%0.02%0.05%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.10%0.19%0.27%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.14%0.20%0.26%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.03%0.11%0.25%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.27%0.41%0.55%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.10%0.15%0.22%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.04%0.11%0.23%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42422.06%2.64%3.35%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.04%0.07%0.14%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.09%0.18%0.26%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.04%0.07%0.15%Q2 2013Q3 202342
CINCINNATI CASUALTY CO 42423.61%4.82%6.12%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.04%0.05%0.06%Q2 2013Q3 202342
BURNEY CO/ 42420.02%0.03%0.06%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.02%0.03%0.04%Q2 2013Q3 202342
Smith, Salley & Associates 42420.44%0.88%2.44%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.12%0.27%0.50%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42420.30%0.47%0.65%Q2 2013Q3 202342
1ST SOURCE BANK 42420.05%0.07%0.09%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.01%0.02%0.06%Q2 2013Q3 202342
TWO SIGMA ADVISERS, LP 1910.00%0.12%0.50%Q2 2013Q3 202342
CINCINNATI INSURANCE CO 42420.89%1.26%1.53%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.06%0.10%0.14%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.01%0.17%0.36%Q2 2013Q3 202342
Hudock, Inc. 42420.10%0.29%0.80%Q2 2013Q3 202342
Legal & General Group Plc 42420.21%0.31%0.41%Q2 2013Q3 202342
US BANCORP \DE\ 42420.06%0.10%0.16%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.05%0.24%0.35%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.05%0.12%0.17%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.34%0.56%0.79%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.03%0.04%0.08%Q2 2013Q3 202342
SouthState Corp 42420.69%1.07%1.93%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.09%0.12%0.17%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.14%0.22%0.30%Q2 2013Q3 202342
Swiss National Bank 42420.17%0.30%0.44%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.04%0.15%0.34%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.06%0.18%0.27%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.03%0.08%0.17%Q2 2013Q3 202342
MEYER HANDELMAN CO 42420.43%0.62%0.79%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.06%0.29%0.63%Q2 2013Q3 202342
Iowa State Bank 42420.56%1.36%1.80%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.06%0.22%0.60%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.18%0.24%0.35%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.12%0.20%0.32%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.06%0.51%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.14%0.72%1.15%Q2 2013Q4 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.04%0.09%0.22%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.06%0.19%0.39%Q2 2013Q3 202342
Ipswich Investment Management Co., Inc. 42420.42%0.83%1.29%Q2 2013Q3 202342
Alberta Investment Management Corp 42420.01%0.22%0.48%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.06%0.31%1.18%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.00%0.01%0.02%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.08%0.16%0.30%Q2 2013Q3 202342
Atlas Brown,Inc. 42420.13%0.41%0.74%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.18%0.25%0.33%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.13%0.34%1.12%Q2 2013Q3 202342
WRIGHT INVESTORS SERVICE INC 42420.19%0.47%0.98%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.15%0.22%0.29%Q2 2013Q3 202342
Sandy Spring Bank 42420.03%0.06%0.12%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.13%0.25%0.40%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.01%0.07%0.15%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.10%0.12%0.16%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.03%0.19%0.51%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.06%0.10%0.15%Q2 2013Q3 202342
JOHN G ULLMAN & ASSOCIATES INC 42420.10%0.66%1.97%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.01%0.03%0.06%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.00%0.05%0.09%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.28%0.43%0.63%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.20%0.39%0.75%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.11%0.17%0.26%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.15%0.57%1.06%Q2 2013Q3 202342
Biondo Investment Advisors, LLC 42420.67%1.06%1.67%Q2 2013Q3 202342
Utah Retirement Systems 42420.16%0.23%0.29%Q2 2013Q3 202342
FIRST CITIZENS BANK & TRUST CO 42420.04%0.27%0.75%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.05%0.13%Q2 2013Q3 202342
American Assets Investment Management, LLC 42420.22%0.33%0.44%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.05%0.13%0.24%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.25%0.63%1.01%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.04%0.07%0.11%Q2 2013Q3 202342
NEW ENGLAND ASSET MANAGEMENT INC 42420.04%0.15%1.15%Q2 2013Q3 202342
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 42420.17%0.56%1.05%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.12%0.41%0.88%Q2 2013Q3 202342
Town & Country Bank & Trust CO dba First Bankers Trust CO 42420.13%0.25%0.38%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.18%0.35%0.57%Q2 2013Q3 202342
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 42421.40%1.66%1.96%Q2 2013Q3 202342
LONDON CO OF VIRGINIA 42420.01%0.41%1.08%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.11%0.32%0.55%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.01%0.01%0.02%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42420.27%0.61%1.31%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.04%0.12%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.11%0.15%0.19%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.02%0.03%0.08%Q2 2013Q3 202342
Invesco Ltd. 42420.10%0.19%0.41%Q2 2013Q3 202342
Korea Investment CORP 42420.06%0.16%0.42%Q2 2013Q3 202342
Mechanics Bank Trust Department 42420.29%0.57%1.05%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.06%0.15%0.26%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.09%0.52%0.95%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.02%0.08%0.34%Q2 2013Q3 202342
APG Asset Management N.V. 42420.11%0.27%0.62%Q2 2013Q3 202342
PHILADELPHIA TRUST CO 42420.03%0.54%1.46%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.04%0.06%0.13%Q2 2013Q3 202342
Gradient Investments LLC 42420.02%0.05%0.46%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.05%0.83%1.39%Q2 2013Q4 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.01%0.36%0.80%Q2 2013Q3 202342
MACROVIEW INVESTMENT MANAGEMENT LLC 42420.01%0.67%4.15%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.34%0.54%0.81%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.11%0.49%0.70%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.14%0.21%0.27%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.03%0.07%0.14%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.01%0.01%0.04%Q2 2013Q3 202342
First Heartland Consultants, Inc. 42420.02%0.11%0.23%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.16%0.22%0.28%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.03%0.21%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.02%0.05%0.21%Q2 2013Q3 202342
Gilman Hill Asset Management, LLC 42420.04%1.30%2.00%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.04%0.07%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.02%0.04%0.09%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.10%0.21%0.39%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.06%0.08%0.12%Q2 2013Q3 202342
WENDELL DAVID ASSOCIATES INC 42420.04%0.07%0.08%Q2 2013Q3 202342
HUSSMAN STRATEGIC ADVISORS, INC. 42420.00%0.05%0.44%Q2 2013Q3 202342
Busey Bank 42420.03%0.06%0.08%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.00%0.06%0.27%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.07%0.29%0.76%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42420.32%0.41%0.53%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.03%0.05%0.13%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.11%0.22%0.37%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.01%0.27%0.69%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.01%0.08%0.37%Q2 2013Q3 202342
UNITED FIRE GROUP INC 42421.81%2.38%3.45%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.04%0.06%0.15%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.02%0.11%0.54%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.41%0.49%0.62%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.09%0.15%0.21%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.08%0.12%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.01%0.01%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.77%1.41%2.16%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.07%0.12%0.16%Q2 2013Q3 202342
NBT BANK N A /NY 42420.03%0.07%0.10%Q2 2013Q3 202342
Apriem Advisors 42420.01%0.05%0.11%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.06%0.09%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.01%0.08%0.24%Q2 2013Q3 202342
HYMAN CHARLES D 42421.00%1.41%1.81%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.08%0.12%0.17%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.10%0.20%0.35%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.10%0.15%0.36%Q2 2013Q3 202342
MORGAN STANLEY 42420.07%0.10%0.15%Q2 2013Q3 202342
Bollard Group LLC 42420.54%0.77%1.17%Q2 2013Q3 202342
Birch Hill Investment Advisors LLC 42420.04%0.06%0.08%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.03%0.19%0.49%Q2 2013Q3 202342
AVIVA PLC 42420.00%0.15%0.25%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.01%0.01%0.02%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.12%0.18%0.24%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.04%0.16%Q2 2013Q3 202342
KBC Group NV 42420.02%0.13%0.50%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.08%0.16%0.60%Q2 2013Q3 202342
Capital Research Global Investors 42420.06%0.20%0.45%Q2 2013Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42420.11%0.29%0.59%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.09%0.20%0.28%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.02%0.07%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.26%0.78%1.42%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.06%0.13%0.28%Q2 2013Q3 202342
STRATEGY ASSET MANAGERS LLC 42420.10%0.41%0.78%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.09%0.15%0.22%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.10%0.17%0.25%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.01%0.25%0.65%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.09%0.11%0.14%Q2 2013Q3 202342
SALEM INVESTMENT COUNSELORS INC 42420.09%0.20%0.28%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.13%0.19%0.24%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.14%0.21%0.28%Q2 2013Q3 202342
Capital Investment Counsel, Inc 42420.22%0.37%0.84%Q2 2013Q3 202342
GREENLEAF TRUST 42420.01%0.02%0.05%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.02%0.08%0.18%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.04%0.05%0.07%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.12%0.19%0.27%Q2 2013Q3 202342
Estabrook Capital Management 42420.44%0.96%1.57%Q2 2013Q3 202342
Sabal Trust CO 42420.03%1.78%2.83%Q2 2013Q3 202342
CapWealth Advisors, LLC 42420.02%0.08%0.32%Q2 2013Q3 202342
Cubist Systematic Strategies, LLC 2010.00%0.07%0.28%Q2 2014Q3 202342
ZWJ INVESTMENT COUNSEL INC 42420.05%0.09%0.16%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.14%0.27%0.43%Q2 2013Q3 202342
Haverford Trust Co 42420.01%0.02%0.03%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.04%0.13%0.32%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.12%0.18%0.26%Q2 2013Q3 202342
FARMERS TRUST CO 42420.09%0.31%1.45%Q2 2013Q3 202342
ProShare Advisors LLC 42420.03%0.07%0.16%Q2 2013Q3 202342
Colonial Trust Advisors 42421.44%2.36%3.30%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.00%0.08%0.18%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.08%0.10%0.15%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.01%0.02%0.03%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.07%0.21%0.50%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.16%0.41%0.66%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.02%0.05%0.08%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.05%0.12%0.21%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.05%0.14%0.31%Q2 2013Q3 202342
Calamos Advisors LLC 42420.02%0.08%0.12%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.06%0.21%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.13%0.26%0.40%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.09%0.15%0.27%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42421.00%1.34%1.81%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.27%0.43%1.12%Q2 2013Q3 202342
Covington Investment Advisors Inc. 42420.61%0.87%1.30%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.10%0.21%0.27%Q2 2013Q3 202342
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 42420.01%0.02%0.05%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.05%0.07%0.13%Q2 2013Q3 202342
Triangle Securities Wealth Management 42420.78%1.13%1.89%Q2 2013Q3 202342
CINCINNATI FINANCIAL CORP 42420.19%0.73%1.61%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.17%0.22%0.28%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.07%0.18%0.42%Q2 2013Q3 202342
PRIVATE ASSET MANAGEMENT INC 42420.24%0.53%1.09%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.17%0.23%0.28%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.15%0.20%0.24%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.03%0.10%0.19%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.02%0.04%Q2 2013Q3 202342
Bell Bank 42420.34%0.88%2.01%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.06%1.02%2.14%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 42420.37%0.68%1.00%Q2 2013Q3 202342
Canal Insurance CO 42422.53%3.88%5.74%Q2 2013Q3 202342
Strategic Advisors LLC 42420.18%1.14%1.75%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.02%0.05%0.11%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.02%0.04%0.06%Q2 2013Q3 202342
INTRUST BANK NA 42420.07%0.17%0.57%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.10%0.36%0.58%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.06%0.26%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.05%0.14%0.23%Q2 2013Q3 202342
Willis Investment Counsel 42420.40%0.99%1.90%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.00%0.02%Q2 2013Q3 202341
Cetera Advisors LLC 41410.06%0.09%0.18%Q3 2013Q3 202341
Arizona State Retirement System 3380.16%0.28%0.44%Q1 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.29%0.55%1.13%Q2 2013Q3 202341
ESSEX INVESTMENT MANAGEMENT CO LLC 27140.02%0.03%0.04%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.03%0.22%0.37%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.02%0.08%0.16%Q2 2013Q2 202341
FAYEZ SAROFIM & CO 4010.01%0.01%0.02%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.19%0.27%0.43%Q3 2013Q4 202341
Wellington Shields & Co., LLC 25160.01%0.25%0.43%Q2 2013Q3 202341
DOHENY ASSET MANAGEMENT /CA 3650.44%0.64%1.16%Q2 2013Q3 202341
ATWOOD & PALMER INC 30110.00%0.02%0.08%Q2 2013Q3 202341
DUBUQUE BANK & TRUST CO 3470.00%0.03%0.05%Q2 2013Q3 202341
ALBION FINANCIAL GROUP /UT 31100.06%0.09%0.16%Q2 2013Q3 202341
ORLEANS CAPITAL MANAGEMENT CORP/LA 27141.34%1.84%2.39%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.03%0.06%0.09%Q2 2013Q3 202341
HM PAYSON & CO 22190.02%0.07%0.14%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.04%0.08%0.41%Q2 2013Q2 202341
Capital Investment Advisors, LLC 41410.15%0.27%0.41%Q4 2013Q4 202341
MARCO INVESTMENT MANAGEMENT LLC 41410.32%0.96%1.52%Q3 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 41410.01%0.04%0.12%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 23180.11%0.20%0.38%Q2 2013Q3 202341
SIGMA INVESTMENT COUNSELORS INC 29120.02%0.18%0.49%Q2 2013Q3 202341
PAYDEN & RYGEL 41410.78%1.41%2.30%Q2 2013Q2 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.18%0.26%0.33%Q3 2013Q3 202341
BOKF, NA 3290.14%0.25%0.48%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.02%0.08%Q3 2013Q3 202341
OPUS INVESTMENT MANAGEMENT INC 41410.60%1.01%1.91%Q2 2013Q2 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.05%0.10%0.18%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.04%0.10%0.20%Q3 2013Q3 202341
Hayek Kallen Investment Management 3380.21%0.29%0.47%Q2 2013Q3 202341
WESTPAC BANKING CORP 41410.00%0.14%0.23%Q2 2013Q2 202341
COMERICA BANK 3920.00%0.15%0.22%Q2 2013Q3 202341
BUCKHEAD CAPITAL MANAGEMENT LLC 41410.35%0.58%0.95%Q2 2013Q2 202341
WHITTIER TRUST CO 30110.01%0.04%0.08%Q2 2013Q3 202341
BENDER ROBERT & ASSOCIATES 41410.06%0.12%0.18%Q2 2013Q2 202341
J.P. Morgan Private Wealth Advisors LLC 4010.05%0.18%0.27%Q2 2013Q3 202341
MUFG Americas Holdings Corp 41410.05%0.14%0.22%Q3 2012Q3 202241
WESBANCO BANK INC 30110.21%0.28%0.41%Q2 2013Q3 202341
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 41410.02%0.19%0.48%Q2 2013Q2 202341
BAILARD, INC. 31100.02%0.07%0.55%Q2 2013Q3 202341
Energy Income Partners, LLC 31100.14%0.67%1.67%Q2 2013Q3 202341
CHELSEA COUNSEL CO 3740.09%0.35%3.42%Q2 2013Q3 202341
Dorsey & Whitney Trust CO LLC 3830.04%0.07%0.14%Q2 2013Q3 202341
SG Americas Securities, LLC 24170.01%0.10%0.37%Q2 2013Q3 202341
TSP Capital Management Group, LLC 4010.71%1.07%1.43%Q2 2013Q3 202341
ROCKLAND TRUST CO 27140.02%0.04%0.07%Q2 2013Q3 202341
FORVIS Wealth Advisors, LLC 41410.01%0.04%0.09%Q3 2013Q3 202341
Hartford Financial Management Inc. 3470.04%0.21%0.73%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29120.16%0.21%0.38%Q2 2013Q3 202341
Private Wealth Partners, LLC 31100.03%0.17%0.75%Q2 2013Q3 202341
Hilltop Holdings Inc. 40400.10%0.39%0.85%Q4 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.10%0.16%0.24%Q4 2013Q3 202340
AlphaMark Advisors, LLC 40400.04%0.07%0.12%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.18%0.26%0.32%Q3 2013Q3 202340
Tradewinds Capital Management, LLC 40400.03%0.08%0.15%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.04%0.14%0.27%Q4 2013Q3 202340
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3640.00%0.06%0.20%Q2 2013Q3 202340
Parsec Financial Management, Inc. 40400.07%0.35%1.21%Q2 2013Q1 202340
Aldebaran Financial Inc. 40400.49%0.70%1.11%Q4 2013Q3 202340
Avalon Investment & Advisory 40400.40%0.85%1.56%Q2 2013Q1 202340
SCHNIEDERS CAPITAL MANAGEMENT LLC 40400.67%1.07%1.56%Q4 2013Q3 202340
Thomasville National Bank 27130.28%1.70%2.78%Q2 2013Q3 202340
GUARDIAN CAPITAL LP 3910.00%0.18%0.40%Q2 2013Q3 202340
Phocas Financial Corp. 40400.04%0.17%0.56%Q2 2013Q1 202340
Private Advisor Group, LLC 40400.05%0.11%0.22%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.01%0.07%0.24%Q4 2013Q4 202340
ACADIAN ASSET MANAGEMENT LLC 40400.00%0.08%0.46%Q3 2013Q2 202340
EARNEST PARTNERS LLC 40400.01%0.05%0.11%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.17%0.24%0.30%Q4 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.00%0.01%0.03%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.02%0.05%0.08%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.01%0.07%0.18%Q4 2013Q3 202340
Ledyard National Bank 40400.02%0.22%0.67%Q2 2013Q1 202340
Verition Fund Management LLC 1110.00%0.24%1.30%Q2 2013Q3 202340
Prospera Financial Services Inc 2080.04%0.19%0.72%Q2 2013Q3 202340
PITCAIRN CO 1990.02%0.03%0.04%Q2 2013Q3 202340
Stonebridge Capital Advisors LLC 40400.16%0.23%0.86%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.30%0.48%0.65%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.02%0.04%0.06%Q4 2013Q3 202340
Reynders McVeigh Capital Management, LLC 3280.02%0.04%0.11%Q2 2013Q3 202340
First Dallas Securities Inc. 28120.58%1.16%1.72%Q2 2013Q2 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.21%0.33%0.50%Q4 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.10%0.28%0.47%Q2 2013Q1 202340
Avior Wealth Management, LLC 40400.03%0.09%0.26%Q4 2013Q3 202340
HAMEL ASSOCIATES, INC. 40400.06%0.58%1.46%Q4 2013Q3 202340
BOWEN HANES & CO INC 40400.02%0.05%0.11%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40400.11%0.26%0.43%Q4 2013Q3 202340
FAS Wealth Partners, Inc. 40400.07%0.21%0.57%Q4 2013Q3 202340
CITY HOLDING CO 40400.32%0.55%0.71%Q4 2013Q3 202340
OLD REPUBLIC INTERNATIONAL CORP 40400.48%1.30%2.20%Q4 2013Q3 202340
SHEETS SMITH WEALTH MANAGEMENT 40400.14%0.32%0.50%Q4 2013Q3 202340
Financial Architects, Inc 3640.16%0.33%0.67%Q2 2013Q2 202340
GIRARD PARTNERS LTD. 40400.04%0.18%0.58%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.10%0.16%0.20%Q4 2013Q3 202340
Horrell Capital Management, Inc. 39390.01%0.10%0.19%Q1 2014Q3 202339
Atria Investments, Inc 3180.01%0.10%0.50%Q2 2013Q3 202339
COMMERZBANK AKTIENGESELLSCHAFT /FI 2760.01%0.38%4.13%Q2 2013Q3 202339
CHOREO, LLC 39390.05%0.38%1.06%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.03%0.04%0.05%Q2 2013Q4 202239
NJ State Employees Deferred Compensation Plan 39390.19%0.23%0.27%Q1 2014Q3 202339
Savant Capital, LLC 39390.04%0.17%0.33%Q1 2014Q3 202339
Columbia Asset Management 3360.27%0.35%0.43%Q4 2013Q3 202339
Supplemental Annuity Collective Trust of NJ 39390.19%0.26%0.34%Q1 2014Q3 202339
GREATMARK INVESTMENT PARTNERS, INC. 39390.06%0.09%0.14%Q1 2014Q3 202339
PRUDENTIAL PLC 3270.00%0.06%0.47%Q2 2013Q3 202339
Barnett & Company, Inc. 39390.00%0.41%1.26%Q2 2013Q4 202239
SPC Financial, Inc. 3360.07%0.22%1.02%Q3 2013Q3 202339
Capital Wealth Planning, LLC 2310.06%1.58%3.78%Q3 2013Q3 202339
DUPONT CAPITAL MANAGEMENT CORP 39390.01%0.06%0.12%Q2 2013Q4 202239
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.11%0.21%0.31%Q1 2014Q3 202339
Sky Investment Group LLC 3720.15%0.75%1.06%Q4 2013Q3 202339
Capital World Investors 39390.05%0.14%0.32%Q2 2013Q4 202239
Mirae Asset Global Investments Co., Ltd. 3810.03%0.07%0.14%Q2 2013Q3 202339
Moors & Cabot, Inc. 39390.29%0.46%0.63%Q1 2014Q3 202339
Brandywine Global Investment Management, LLC 39390.02%0.21%0.46%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.08%0.21%0.34%Q1 2014Q3 202339
Advisory Services Network, LLC 27120.07%0.15%0.23%Q4 2013Q3 202339
North Star Investment Management Corp. 39390.01%0.04%0.07%Q1 2014Q3 202339
Checchi Capital Advisers, LLC 39390.06%0.10%0.19%Q1 2014Q3 202339
Bangor Savings Bank 2530.02%0.06%0.10%Q2 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.15%0.23%0.31%Q1 2014Q3 202339
Mondrian Investment Partners LTD 39390.00%0.55%1.96%Q2 2013Q4 202239
Bragg Financial Advisors, Inc 24150.15%0.34%0.52%Q4 2013Q3 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.82%1.24%Q2 2013Q3 202339
Archford Capital Strategies, LLC 39390.02%0.22%0.51%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.00%0.02%0.05%Q1 2014Q3 202339
VAN ECK ASSOCIATES CORP 39390.01%0.03%0.06%Q1 2014Q3 202339
Regal Investment Advisors LLC 2710.01%0.55%0.93%Q2 2013Q3 202339
ONTARIO TEACHERS PENSION PLAN BOARD 38380.00%0.07%0.16%Q2 2013Q3 202238
BTR CAPITAL MANAGEMENT INC 38380.09%0.51%1.81%Q2 2013Q3 202238
KARPAS STRATEGIES, LLC 38380.12%0.20%0.26%Q2 2014Q3 202338
Ashfield Capital Partners, LLC 38380.03%0.09%0.17%Q2 2013Q3 202238
BANK OF NOVA SCOTIA TRUST CO 3710.03%0.04%0.05%Q2 2013Q4 202238
REGENTATLANTIC CAPITAL LLC 38380.02%0.04%0.07%Q2 2013Q3 202238
Stratos Wealth Partners, LTD. 38380.08%0.19%0.71%Q2 2014Q3 202338
CADINHA & CO LLC 3620.04%0.09%0.22%Q4 2013Q3 202338
EATON VANCE MANAGEMENT 38380.01%0.04%0.17%Q2 2013Q3 202238
HOWE & RUSLING INC 38380.00%0.43%1.93%Q2 2013Q3 202238
State of New Jersey Common Pension Fund D 38380.07%0.13%0.21%Q2 2014Q3 202338
Segment Wealth Management, LLC 38380.07%0.21%1.20%Q2 2014Q3 202338
Transamerica Financial Advisors, Inc. 3260.00%0.11%0.36%Q2 2013Q3 202338
MAI Capital Management 38380.02%0.03%0.04%Q2 2014Q3 202338
Renaissance Technologies 27110.01%0.32%0.78%Q1 2014Q3 202338
EADS & HEALD WEALTH MANAGEMENT 38380.11%0.23%0.63%Q2 2014Q3 202338
PITTENGER & ANDERSON INC 38380.01%0.09%0.22%Q2 2014Q3 202338
SADOFF INVESTMENT MANAGEMENT LLC 38380.18%0.94%1.19%Q2 2013Q3 202238
Maryland Capital Management 38380.54%0.74%0.99%Q2 2013Q3 202238
SignalPoint Asset Management, LLC 25130.07%0.14%0.18%Q4 2013Q3 202338
Cornerstone Capital, Inc. 38380.14%1.25%2.97%Q2 2014Q3 202338
HANCOCK WHITNEY CORP 37370.02%0.04%0.11%Q3 2014Q3 202337
GODSEY & GIBB, INC 3341.01%2.31%10.57%Q2 2013Q3 202337
FAIRFIELD, BUSH & CO. 3410.02%0.14%0.20%Q2 2013Q2 202337
Tower Research Capital LLC (TRC) 1540.00%0.06%0.19%Q2 2013Q3 202337
Bruce & Co., Inc. 37370.40%5.74%7.82%Q3 2014Q3 202337
GUARDIAN INVESTMENT MANAGEMENT 3310.46%1.40%1.94%Q1 2014Q3 202337
STEEL GROVE CAPITAL ADVISORS, LLC 3520.26%0.77%1.26%Q2 2014Q3 202337
ACG Wealth 3610.05%0.10%0.16%Q2 2013Q3 202237
Raab & Moskowitz Asset Management LLC 3250.06%0.18%0.54%Q4 2013Q3 202337
Brookstone Capital Management 37370.02%0.20%0.65%Q3 2014Q3 202337
ROWLANDMILLER & PARTNERS.ADV 37370.58%0.87%1.52%Q4 2014Q4 202337
Brown Advisory Securities, LLC 37370.07%0.31%0.50%Q2 2013Q2 202237
JOHNSON INVESTMENT COUNSEL INC 37370.04%0.07%0.10%Q3 2014Q3 202337
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.28%0.43%0.67%Q2 2013Q2 202237
VIRGINIA RETIREMENT SYSTEMS ET AL 2420.08%0.17%0.28%Q2 2013Q4 202237
SHELL ASSET MANAGEMENT CO 3340.01%0.42%0.85%Q2 2013Q3 202337
Lowe Wealth Advisors, LLC 37370.01%0.01%0.05%Q4 2014Q4 202337
NewSquare Capital LLC 37370.00%0.25%0.68%Q3 2014Q3 202337
National Pension Service 37370.19%0.24%0.32%Q3 2014Q3 202337
Personal Capital Advisors Corp 37370.34%0.55%0.80%Q4 2013Q4 202237
CADENCE BANK NA 37370.29%0.45%0.67%Q2 2013Q2 202237
MURPHY CAPITAL MANAGEMENT INC 37370.24%0.40%0.60%Q2 2013Q2 202237
Rodgers Brothers Inc. 3160.09%0.27%0.49%Q2 2013Q3 202337
KINGS POINT CAPITAL MANAGEMENT 36360.05%0.06%0.10%Q2 2013Q1 202236
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.14%0.24%0.37%Q4 2014Q3 202336
TCI Wealth Advisors, Inc. 2880.01%0.02%0.05%Q1 2014Q1 202336
People's United Financial, Inc. 36360.02%0.06%0.20%Q2 2013Q1 202236
ADVISOR PARTNERS LLC 3150.14%0.27%0.52%Q2 2013Q2 202236
YHB Investment Advisors, Inc. 36360.02%0.06%0.12%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.14%0.17%0.21%Q2 2013Q1 202236
Community Bank of Raymore 36360.49%0.62%0.84%Q4 2014Q3 202336
First Personal Financial Services 36360.18%0.40%1.08%Q4 2014Q3 202336
LS Investment Advisors, LLC 3210.03%0.18%0.25%Q2 2013Q4 202236
PEAK6 Investments LLC 1510.00%0.01%0.05%Q3 2018Q3 202336
ING GROEP NV 2140.02%0.08%0.24%Q2 2013Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.01%0.05%0.14%Q4 2014Q3 202336
Private Harbour Investment Management & Counsel, LLC 36361.48%1.98%2.60%Q2 2013Q1 202236
Patten Group, Inc. 36360.10%0.19%0.44%Q4 2014Q3 202336
Bison Wealth, LLC 36360.50%0.72%1.01%Q4 2014Q3 202336
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1211.09%2.62%5.43%Q3 2006Q3 202136
Sigma Planning Corp 36360.08%0.14%0.44%Q4 2014Q3 202336
Aviance Capital Partners, LLC 22140.06%0.21%0.40%Q3 2014Q3 202336
Community Bank, N.A. 36360.02%0.08%0.11%Q4 2014Q3 202336
IBM Retirement Fund 36360.17%0.23%0.30%Q2 2013Q1 202236
BENEDICT FINANCIAL ADVISORS INC 36361.01%1.26%1.72%Q4 2014Q3 202336
BURKE & HERBERT BANK & TRUST CO 36360.22%0.40%0.88%Q4 2014Q3 202336
American National Registered Investment Advisor, Inc. 36360.38%0.52%0.61%Q2 2013Q1 202236
PALLADIUM PARTNERS LLC 36360.07%0.13%0.22%Q2 2013Q1 202236
ALPINE WOODS CAPITAL INVESTORS, LLC 36360.02%0.09%0.19%Q2 2013Q1 202236
Barrett Asset Management, LLC 36360.01%0.02%0.06%Q2 2013Q1 202236
SVB WEALTH LLC 36360.03%0.07%0.16%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.16%0.41%1.90%Q4 2014Q3 202336
Argent Trust Co 36360.14%0.29%0.52%Q4 2014Q3 202336
Covington Capital Management 36360.02%0.08%0.19%Q4 2013Q3 202236
AMERICAN NATIONAL INSURANCE CO 36360.26%0.39%0.51%Q2 2013Q1 202236
OLD SECOND NATIONAL BANK OF AURORA 36360.05%0.09%0.11%Q4 2014Q3 202336
COUNTRY TRUST BANK 36360.00%0.00%0.01%Q1 2015Q4 202336
Community Financial Services Group, LLC 3510.71%1.50%2.44%Q2 2013Q3 202336
Azimuth Capital Management LLC 36360.15%0.47%0.94%Q2 2013Q1 202236
HOLDERNESS INVESTMENTS CO 36361.32%1.65%2.07%Q4 2014Q3 202336
BEACON FINANCIAL GROUP 3330.05%1.05%2.00%Q3 2014Q3 202336
EAGLE GLOBAL ADVISORS LLC 22140.01%0.15%0.46%Q2 2013Q3 202336
SEI INVESTMENTS CO 36360.02%0.05%0.10%Q4 2014Q3 202336
COMPTON CAPITAL MANAGEMENT INC /RI 36360.09%0.21%0.31%Q2 2013Q1 202236
VALLEY NATIONAL ADVISERS INC 36360.01%0.06%0.16%Q4 2014Q3 202336
BUCKINGHAM STRATEGIC WEALTH, LLC 36360.02%0.07%0.12%Q4 2014Q3 202336
VICTORY CAPITAL MANAGEMENT INC 3310.00%0.07%0.16%Q3 2013Q3 202335
Cordasco Financial Network 35350.06%0.48%1.54%Q4 2013Q2 202235
FIRST MIDWEST BANK TRUST DIVISION 35350.10%0.15%0.20%Q2 2013Q4 202135
ROPES WEALTH ADVISORS LLC 35350.06%0.12%0.20%Q1 2015Q3 202335
TDAM USA INC. 35350.12%0.84%1.29%Q2 2013Q4 202135
AMP Capital Investors Ltd 35350.13%0.20%0.42%Q2 2013Q4 202135
DODGE & COX 3410.00%0.00%0.00%Q2 2013Q1 202235
Allworth Financial LP 35350.00%0.01%0.04%Q1 2015Q3 202335
EVERMAY WEALTH MANAGEMENT LLC 2440.11%0.28%0.45%Q1 2014Q3 202335
J.P. Marvel Investment Advisors, LLC 1210.04%0.09%0.11%Q2 2013Q4 202235
LOOMIS SAYLES & CO L P 1740.00%0.02%0.06%Q2 2013Q3 202335
WADE G W & INC 35350.03%0.19%0.37%Q1 2015Q3 202335
ASSOCIATED BANC-CORP 35350.01%0.02%0.03%Q1 2015Q3 202335
Hills Bank & Trust Co 3110.05%0.17%0.30%Q2 2013Q3 202335
AllSquare Wealth Management LLC 25100.06%0.10%0.16%Q4 2014Q3 202335
LOGAN CAPITAL MANAGEMENT INC 22130.02%0.13%0.25%Q2 2013Q3 202335
Carroll Financial Associates, Inc. 35350.80%1.12%1.64%Q2 2013Q4 202135
CHICAGO TRUST Co NA 35350.12%0.35%0.83%Q1 2015Q3 202335
Andra AP-fonden 2210.01%0.40%1.14%Q2 2013Q3 202335
Altavista Wealth Management, Inc. 35350.39%0.49%0.71%Q2 2013Q4 202135
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.04%0.28%1.75%Q1 2015Q3 202335
Voya Financial Advisors, Inc. 35350.14%0.32%0.51%Q1 2015Q3 202335
Bray Capital Advisors 34340.01%0.27%0.89%Q2 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.00%0.01%Q2 2015Q3 202334
Atlantic Union Bankshares Corp 3310.02%0.61%1.32%Q1 2014Q3 202334
Morningstar Investment Services LLC 34340.41%0.86%2.03%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.03%0.08%0.14%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.01%0.02%0.14%Q4 2013Q1 202234
FIRST QUADRANT LLC/CA 3040.01%0.03%0.10%Q2 2013Q1 202234
Glassman Wealth Services 34340.01%0.03%0.12%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.19%0.48%1.11%Q2 2013Q3 202134
Coastline Trust Co 34340.04%0.07%0.11%Q4 2014Q1 202334
World Asset Management Inc 34340.16%0.21%0.27%Q2 2013Q3 202134
BOSTON FINANCIAL MANGEMENT LLC 3040.01%0.03%0.04%Q2 2014Q3 202334
St. Johns Investment Management Company, LLC 21130.00%0.01%0.02%Q1 2014Q3 202334
Formidable Asset Management, LLC 1710.11%0.19%0.41%Q3 2013Q3 202334
FARR MILLER & WASHINGTON LLC/DC 34340.04%0.05%0.07%Q2 2013Q3 202134
1832 Asset Management L.P. 1310.00%0.00%0.01%Q1 2014Q3 202334
UNITED SERVICES AUTOMOBILE ASSOCIATION 2860.04%0.17%0.32%Q2 2013Q3 202334
Sequoia Financial Advisors, LLC 2680.02%0.06%0.14%Q1 2015Q3 202334
Fiduciary Group LLC 34340.08%0.14%0.25%Q2 2015Q3 202334
CWM, LLC 2420.00%0.16%0.50%Q4 2013Q3 202334
MIDDLETON & CO INC/MA 2730.02%0.06%0.11%Q2 2013Q2 202234
Heritage Wealth Advisors 3110.02%0.08%0.21%Q3 2014Q3 202334
River Wealth Advisors LLC 34340.04%0.15%0.27%Q1 2015Q2 202334
HBK Sorce Advisory LLC 3040.04%0.08%0.16%Q3 2013Q3 202334
Baird Financial Group, Inc. 34340.06%0.13%0.19%Q2 2015Q3 202334
OARSMAN CAPITAL, INC. 20130.09%0.17%0.28%Q3 2013Q4 202133
South Dakota Investment Council 33330.03%0.16%0.33%Q3 2015Q3 202333
CYPRESS ASSET MANAGEMENT INC/TX 22110.08%0.16%0.22%Q2 2013Q2 202333
ICON ADVISERS INC/CO 1820.04%0.24%0.59%Q2 2013Q3 202333
Versant Capital Management, Inc 33330.01%0.08%0.18%Q4 2015Q4 202333
AXA S.A. 33330.00%0.16%0.54%Q2 2013Q2 202133
Squarepoint Ops LLC 1940.00%0.15%0.96%Q4 2015Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.30%0.78%1.69%Q2 2013Q2 202133
Fisher Asset Management, LLC 2510.00%0.00%0.00%Q3 2013Q3 202333
ASSETMARK, INC 33330.00%0.01%0.07%Q3 2015Q3 202333
Gemmer Asset Management LLC 33330.01%0.03%0.09%Q1 2014Q1 202233
Livingston Group Asset Management CO (operating as Southport Capital Management) 3120.07%0.43%0.90%Q2 2013Q4 202133
Joel Isaacson & Co., LLC 17160.01%0.02%0.04%Q4 2012Q3 202233
Hexavest Inc. 33330.00%0.58%0.93%Q2 2013Q2 202133
Hanson & Doremus Investment Management 33330.34%0.75%1.20%Q3 2015Q3 202333
Crestwood Advisors Group, LLC 3010.01%0.03%0.04%Q3 2013Q3 202333
First City Capital Management, Inc. 33330.70%1.08%1.39%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.01%0.08%0.12%Q3 2015Q3 202333
QS Investors, LLC 33330.03%0.16%0.37%Q2 2013Q2 202133
BP PLC 33330.07%0.27%0.74%Q2 2013Q2 202133
Homrich & Berg 3210.04%0.07%0.09%Q2 2013Q3 202133
Princeton Portfolio Strategies Group LLC 33330.09%0.40%1.39%Q2 2013Q2 202133
King Wealth Management Group 23100.06%0.16%0.71%Q2 2013Q3 202333
Anchor Investment Management, LLC 32320.87%1.07%1.57%Q1 2016Q4 202332
CAPITAL ADVISORS INC/OK 18140.02%0.36%1.68%Q3 2015Q3 202332
State of Alaska, Department of Revenue 32320.10%0.41%0.85%Q4 2015Q3 202332
SMITH, MOORE & CO. 32320.17%0.26%0.37%Q4 2015Q3 202332
Royal Fund Management, LLC 28280.00%1.15%2.78%Q4 2016Q3 202332
FORTE CAPITAL LLC /ADV 18140.08%0.22%0.40%Q3 2014Q3 202332
Simplicity Solutions, LLC 32320.05%0.21%0.97%Q4 2015Q3 202332
SCHAFER CULLEN CAPITAL MANAGEMENT INC 32320.02%0.28%1.74%Q2 2013Q1 202132
Glenview Trust Co 2810.03%0.05%0.08%Q4 2012Q3 202332
Alpha Cubed Investments, LLC 2710.02%0.06%0.12%Q4 2013Q3 202332
NAPLES GLOBAL ADVISORS, LLC 2810.15%0.23%0.31%Q4 2013Q3 202332
Asset Dedication, LLC 32320.05%0.15%0.25%Q4 2015Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.03%0.06%0.11%Q4 2015Q3 202332
Horan Capital Advisors, LLC. 2120.08%0.19%0.40%Q1 2014Q3 202332
WEBSTER BANK, N. A. 2840.00%0.01%0.04%Q2 2013Q3 202332
Berkeley Capital Partners, LLC 32320.24%0.37%0.71%Q4 2015Q3 202332
BEESE FULMER INVESTMENT MANAGEMENT, INC. 3110.04%0.06%0.07%Q4 2014Q3 202332
CWA Asset Management Group, LLC 32320.35%1.42%1.99%Q4 2015Q3 202332
United Asset Strategies, Inc. 1650.03%0.28%0.55%Q3 2013Q3 202332
WIMMER ASSOCIATES 1, LLC 32320.17%0.27%0.38%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.10%0.19%0.40%Q4 2015Q3 202332
Cetera Investment Advisers 32320.08%0.14%0.31%Q4 2015Q3 202332
Alpha Omega Wealth Management LLC 32320.23%1.31%2.71%Q4 2015Q3 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.69%1.04%1.52%Q4 2015Q3 202332
HOME FEDERAL BANK OF TENNESSEE 32320.92%1.22%1.43%Q4 2015Q3 202332
Grove Bank & Trust 32320.28%0.51%1.12%Q4 2015Q3 202332
Cubic Asset Management, LLC 1010.05%0.07%0.08%Q2 2013Q2 202332
DAVIS R M INC 2810.01%0.01%0.02%Q2 2013Q3 202332
Community Bank & Trust, Waco, Texas 32320.17%0.36%0.63%Q4 2015Q3 202332
Boltwood Capital Management 32320.08%0.27%0.53%Q3 2015Q2 202332
First PREMIER Bank 32321.76%3.42%5.49%Q4 2015Q3 202332
LAZARD ASSET MANAGEMENT LLC 18140.00%0.00%0.02%Q2 2013Q3 202332
WRAPMANAGER INC 32320.14%0.40%0.73%Q4 2015Q3 202332
NewEdge Advisors, LLC 3020.06%0.19%0.66%Q1 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.02%0.32%0.85%Q4 2015Q3 202332
COHEN & STEERS, INC. 1210.00%0.24%0.53%Q2 2013Q3 202332
ROYAL LONDON ASSET MANAGEMENT LTD 2010.00%0.18%0.36%Q2 2013Q3 202332
Pacer Advisors, Inc. 1410.01%0.12%0.34%Q4 2013Q3 202331
TCW GROUP INC 20110.00%0.04%0.12%Q2 2013Q3 202131
Aperio Group, LLC 31310.11%0.17%0.22%Q2 2013Q4 202031
American Investment Services, Inc. 31310.12%0.65%1.55%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.10%0.46%0.84%Q1 2016Q3 202331
WealthPLAN Partners, LLC 2110.03%0.10%0.20%Q1 2015Q4 202331
Shoker Investment Counsel, Inc. 31310.29%0.77%1.23%Q1 2016Q3 202331
IFP Advisors, Inc 17140.03%0.20%0.51%Q4 2015Q3 202331
Destination Wealth Management 3010.01%0.02%0.10%Q2 2015Q3 202331
GLENVIEW STATE BANK TRUST DEPT. 31310.16%0.21%0.26%Q4 2013Q2 202131
MASON STREET ADVISORS, LLC 31310.10%0.18%0.23%Q2 2013Q4 202031
BBVA USA Bancshares, Inc. 2290.01%0.04%0.10%Q2 2013Q1 202131
St. Louis Trust Co 20110.06%0.10%0.18%Q4 2015Q3 202331
LORD, ABBETT & CO. LLC 31310.09%0.42%0.71%Q2 2013Q4 202031
VESTOR CAPITAL, LLC 18130.01%0.02%0.03%Q4 2015Q3 202331
ALLSTATE CORP 2020.01%0.17%0.90%Q2 2013Q3 202331
Intercontinental Wealth Advisors, LLC 31310.09%0.84%2.30%Q4 2015Q2 202331
EASTERN BANK 31310.02%0.37%0.90%Q2 2013Q4 202031
HALL CAPITAL MANAGEMENT CO INC 1740.30%1.24%2.22%Q4 2014Q3 202331
Ancora Advisors LLC 2810.01%0.02%0.03%Q4 2014Q3 202331
WEST CHESTER CAPITAL ADVISORS, INC 1210.21%0.74%2.68%Q2 2013Q3 202331
Calamos Wealth Management LLC 2470.02%0.36%0.80%Q1 2015Q3 202331
MACKENZIE FINANCIAL CORP 2410.00%0.05%0.10%Q2 2013Q3 202331
Simmons Bank 31310.16%0.23%0.44%Q1 2016Q3 202331
Van Cleef Asset Management,Inc 31310.04%0.10%0.23%Q1 2016Q3 202331
Perigon Wealth Management, LLC 1510.00%0.07%0.19%Q3 2011Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.04%0.15%0.34%Q2 2016Q4 202331
IBERIABANK CORP 31310.27%1.26%1.90%Q4 2012Q2 202031
MARTINGALE ASSET MANAGEMENT L P 16150.01%0.12%0.51%Q2 2013Q4 202231
Sutton Wealth Advisors Inc. 31310.08%0.14%0.27%Q1 2016Q3 202331
USCA RIA LLC 31310.02%0.40%0.90%Q2 2013Q4 202031
Frontier Wealth Management LLC 31310.03%0.09%0.26%Q4 2014Q2 202231
NEXT Financial Group, Inc 31310.03%0.19%0.61%Q2 2014Q4 202131
ST GERMAIN D J CO INC 2710.01%0.04%0.06%Q4 2014Q4 202331
Lido Advisors, LLC 30300.02%0.06%0.15%Q2 2016Q3 202330
INGALLS & SNYDER LLC 30300.06%0.10%0.20%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.05%0.13%0.24%Q2 2016Q3 202330
ADVISORS MANAGEMENT GROUP INC /ADV 30300.76%1.36%1.86%Q2 2016Q3 202330
Darwin Wealth Management, LLC 30300.08%0.34%1.02%Q2 2016Q3 202330
JACOBS LEVY EQUITY MANAGEMENT, INC 910.00%0.15%0.46%Q1 2014Q3 202330
PARK AVENUE SECURITIES LLC 30300.04%0.11%0.21%Q2 2016Q3 202330
NATIXIS 1010.00%0.21%0.79%Q2 2013Q2 202330
Nicholas Hoffman & Company, LLC. 30300.07%0.46%0.96%Q2 2016Q3 202330
Stearns Financial Services Group 30300.09%0.16%0.27%Q2 2013Q3 202030
D'Orazio & Associates, Inc. 2640.02%0.09%0.22%Q4 2013Q3 202130
First Allied Advisory Services, Inc. 30300.10%0.16%0.27%Q2 2013Q3 202030
MCMILLION CAPITAL MANAGEMENT INC 1620.12%0.18%0.27%Q3 2014Q2 202330
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1030.00%0.53%1.75%Q2 2013Q3 202330
Winch Advisory Services, LLC 2910.00%0.01%0.02%Q1 2016Q3 202330
INTEGRAL DERIVATIVES, LLC 980.00%0.02%0.08%Q4 2013Q1 201830
Point72 Hong Kong Ltd 910.00%0.13%0.45%Q4 2014Q3 202230
Bruderman Asset Management, LLC 30300.19%2.49%4.40%Q1 2015Q2 202230
INTACT INVESTMENT MANAGEMENT INC. 2370.02%0.11%0.28%Q3 2013Q3 202330
ALPS ADVISORS INC 2020.00%0.15%0.33%Q2 2013Q3 202330
HOURGLASS CAPITAL, LLC 30300.05%0.07%0.11%Q1 2014Q2 202130
BCWM, LLC 30301.66%2.56%4.04%Q2 2016Q3 202330
Douglass Winthrop Advisors, LLC 30300.01%0.05%0.09%Q2 2013Q3 202030
TELEMUS CAPITAL, LLC 1510.00%0.03%0.08%Q3 2013Q3 202330
Jackson, Grant Investment Advisers, Inc. 2910.00%0.03%0.12%Q4 2015Q3 202330
Edgemoor Investment Advisors, Inc. 2220.02%0.28%0.87%Q2 2013Q3 202330
BARINGS LLC 30300.02%0.05%0.17%Q2 2013Q3 202030
Snowden Capital Advisors LLC 2280.06%0.30%0.54%Q1 2016Q3 202330
Kingfisher Capital LLC 30300.16%0.47%0.98%Q2 2016Q3 202330
Laurel Wealth Advisors, Inc. 29290.13%0.30%0.77%Q4 2015Q4 202229
COLONY GROUP LLC 2090.00%0.09%0.21%Q4 2013Q3 202329
WASATCH ADVISORS LP 1720.02%0.07%0.21%Q2 2013Q3 202329
ALETHEA CAPITAL MANAGEMENT, LLC 2710.20%0.63%2.70%Q1 2015Q3 202329
Field & Main Bank 1440.15%0.22%0.29%Q4 2013Q3 202329
S. R. Schill & Associates 2540.10%0.33%0.50%Q4 2014Q3 202329
BURNS J W & CO INC/NY 2630.04%0.06%0.07%Q1 2016Q3 202329
ETRADE Capital Management LLC 2540.01%0.07%0.16%Q2 2013Q3 202029
CIBC WORLD MARKETS CORP 29290.02%0.09%0.27%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.02%0.08%0.11%Q4 2013Q4 202029
Kingsview Wealth Management, LLC 2060.00%0.15%0.30%Q1 2017Q3 202329
CADENCE CAPITAL MANAGEMENT LLC 29290.03%0.15%0.33%Q3 2013Q3 202029
HENGEHOLD CAPITAL MANAGEMENT LLC 2230.05%0.08%0.11%Q1 2016Q3 202329
Zimmer Partners, LP 1910.19%2.27%9.95%Q2 2013Q3 202329
PineBridge Investments, L.P. 830.00%0.03%0.26%Q2 2014Q3 202329
WEALTHCARE CAPITAL MANAGEMENT LLC 2810.00%0.00%0.03%Q2 2013Q1 202129
Balentine LLC 1280.00%0.01%0.08%Q1 2015Q1 202329
Wellington Shields Capital Management, LLC 2270.01%0.16%0.26%Q2 2013Q3 202329
Stockman Wealth Management, Inc. 29290.12%0.20%0.39%Q3 2016Q3 202329
ZEKE CAPITAL ADVISORS, LLC 1440.03%0.75%2.05%Q2 2013Q4 202229
AGF INVESTMENTS INC. 1410.00%0.02%0.05%Q2 2013Q3 202229
Norway Savings Bank 28280.28%0.75%1.22%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.01%0.06%0.13%Q4 2016Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.03%0.11%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.02%0.05%0.09%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%1.07%1.97%Q2 2013Q1 202028
Armor Investment Advisors, LLC 28281.53%2.65%3.40%Q4 2016Q3 202328
PREMIER ASSET MANAGEMENT LLC 1180.05%0.12%0.24%Q3 2013Q2 202228
Perpetual Ltd 2530.00%0.09%0.20%Q2 2013Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.03%0.11%0.24%Q4 2016Q3 202328
Bridgeworth, LLC 28280.02%0.16%0.41%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.09%0.13%0.20%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.07%0.22%0.40%Q4 2016Q3 202328
First Bank & Trust 28280.80%1.32%1.83%Q4 2016Q3 202328
SHAYNE & JACOBS, LLC 1310.07%0.15%0.18%Q4 2014Q3 202328
Lee Financial Co 28280.01%0.01%0.02%Q4 2016Q3 202328
MARATHON CAPITAL MANAGEMENT 2260.07%0.13%0.19%Q3 2016Q3 202328
Vantage Investment Partners, LLC 28280.45%0.97%1.55%Q2 2013Q1 202028
NICOLET BANKSHARES INC 28280.02%0.08%0.21%Q4 2016Q3 202328
Employees Retirement System of Texas 2530.01%0.06%0.17%Q2 2013Q1 202228
EDGAR LOMAX CO/VA 28280.04%1.39%3.06%Q4 2016Q3 202328
Boston Trust Walden Corp 2710.00%0.00%0.01%Q2 2016Q3 202328
Avantax Planning Partners, Inc. 28280.04%0.09%0.14%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.19%0.27%0.42%Q4 2016Q3 202328
Close Asset Management Ltd 28280.13%0.25%0.42%Q4 2016Q3 202328
REAVES W H & CO INC 1410.01%1.75%3.92%Q2 2013Q3 202328
ARS Investment Partners, LLC 2710.11%0.98%2.06%Q2 2013Q3 202228
Fiduciary Trust Co International of Pennsylvania 28280.04%0.05%0.07%Q2 2013Q1 202028
Moloney Securities Asset Management, LLC 28280.30%0.44%0.63%Q4 2016Q3 202328
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.03%0.06%Q1 2015Q4 202128
Capital Investment Advisory Services, LLC 28280.53%0.92%1.51%Q4 2016Q3 202328
CLEAR STREET MARKETS LLC 710.00%0.03%0.17%Q2 2013Q3 202328
V Wealth Advisors LLC 1170.09%0.14%0.23%Q1 2016Q2 202328
CAMDEN NATIONAL BANK 28280.92%1.34%2.42%Q4 2016Q3 202328
United Bank 28280.35%1.26%1.84%Q4 2016Q3 202328
FIDUCIARY TRUST INTERNATIONAL LLC 28280.28%0.55%1.29%Q2 2013Q1 202028
Steward Partners Investment Advisory, LLC 28280.07%0.12%0.35%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.14%0.28%0.48%Q4 2016Q3 202328
AE Wealth Management LLC 28280.07%0.25%1.10%Q4 2016Q3 202328
Stanley-Laman Group, Ltd. 2710.04%0.40%0.88%Q1 2014Q2 202228
WASHINGTON TRUST BANK 2410.02%0.05%0.09%Q1 2014Q2 202128
JARISLOWSKY, FRASER Ltd 28280.02%0.05%0.10%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.03%0.11%0.19%Q4 2016Q3 202328
PIEDMONT INVESTMENT ADVISORS INC 28280.00%0.37%2.12%Q2 2013Q1 202028
L. Roy Papp & Associates, LLP 2620.02%0.04%0.07%Q1 2016Q1 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.04%0.07%0.14%Q4 2016Q3 202328
Saturna Capital CORP 2350.01%0.01%0.01%Q2 2013Q3 202028
Bogart Wealth, LLC 28280.55%0.86%1.59%Q4 2016Q3 202328
Bellecapital International Ltd. 28280.30%0.56%1.65%Q4 2016Q3 202328
Mercer Capital Advisers, Inc. 28280.02%0.09%0.13%Q4 2014Q3 202128
LBMC INVESTMENT ADVISORS, LLC 28280.05%0.08%0.14%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.06%0.15%0.28%Q4 2016Q3 202328
Independent Advisor Alliance 28280.00%1.12%2.07%Q4 2016Q3 202328
Pflug Koory, LLC 28280.11%0.19%0.24%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.05%0.10%0.16%Q4 2016Q3 202328
MML INVESTORS SERVICES, LLC 28280.07%0.12%0.27%Q4 2016Q3 202328
Clearstead Trust, LLC 28280.14%0.37%0.59%Q4 2016Q3 202328
DIVIDEND ASSETS CAPITAL, LLC 1510.01%0.03%0.07%Q2 2013Q3 202328
Jackson Wealth Management, LLC 2510.04%0.63%2.21%Q4 2014Q3 202328
ALERUS FINANCIAL NA 28280.31%0.49%0.79%Q2 2016Q1 202328
Radnor Capital Management, LLC 28280.07%0.14%0.30%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.13%0.25%0.51%Q4 2016Q3 202328
DnB Asset Management AS 2530.02%0.05%0.12%Q2 2013Q2 202028
Sargent Bickham Lagudis LLC 28280.00%0.01%0.02%Q1 2016Q4 202228
CIGNA INVESTMENTS INC /NEW 28280.13%0.18%0.22%Q4 2016Q3 202328
TUDOR INVESTMENT CORP ET AL 510.01%0.06%0.26%Q1 2015Q3 202328
Shepherd Financial Partners LLC 28280.16%0.43%0.64%Q4 2016Q3 202328
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 17110.02%0.03%0.05%Q3 2016Q3 202328
BOYS ARNOLD & CO INC 28280.28%0.44%0.55%Q2 2013Q1 202028
OAKBROOK INVESTMENTS LLC 28280.12%0.21%0.59%Q2 2013Q1 202028
Good Life Advisors, LLC 28280.18%0.33%0.52%Q4 2016Q3 202328
JT Stratford LLC 28280.26%0.53%1.62%Q4 2016Q3 202328
VIKING FUND MANAGEMENT LLC 27270.07%0.97%1.81%Q1 2017Q3 202327
E&G Advisors, LP 2310.12%0.26%0.74%Q1 2016Q3 202327
Baystate Wealth Management LLC 27270.01%0.01%0.03%Q1 2017Q3 202327
Municipal Employees' Retirement System of Michigan 2070.03%0.12%0.21%Q3 2013Q2 202027
MYCIO WEALTH PARTNERS, LLC 27270.02%0.10%0.25%Q2 2013Q4 201927
CIBC BANK USA 27270.04%0.07%0.15%Q2 2013Q4 201927
EXCALIBUR MANAGEMENT CORP 1640.20%0.79%1.44%Q2 2013Q3 202327
Ausdal Financial Partners, Inc. 2610.05%0.09%0.14%Q4 2015Q3 202327
ASPIRIANT, LLC 1310.02%0.04%0.12%Q1 2016Q3 202327
Corbenic Partners LLC 16110.00%0.08%0.20%Q1 2014Q2 202227
Family Legacy, Inc. 27271.69%2.22%3.31%Q1 2017Q3 202327
Sterling Capital Management LLC 27270.01%0.05%0.16%Q1 2013Q3 201927
First Command Financial Services, Inc. 27270.01%0.13%0.27%Q4 2016Q2 202327
First Command Bank 27270.06%0.14%0.27%Q4 2016Q2 202327
Whitnell & Co. 27270.02%0.12%0.26%Q2 2013Q4 201927
EXENCIAL WEALTH ADVISORS, LLC 2510.04%0.09%0.59%Q1 2014Q3 202327
BALDWIN BROTHERS LLC/MA 2410.00%0.00%0.02%Q1 2016Q4 202327
CFO4Life Group, LLC 27270.08%0.16%0.33%Q1 2017Q3 202327
JENNISON ASSOCIATES LLC 1220.00%0.05%0.10%Q2 2013Q3 202227
APPLETON PARTNERS INC/MA 2110.02%0.05%0.07%Q3 2013Q4 202327
Eliot Finkel Investment Counsel, LLC 27272.05%3.13%4.57%Q1 2017Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27271.45%1.72%2.04%Q2 2013Q4 201927
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 27270.01%0.01%0.05%Q2 2013Q4 201927
Flaharty Asset Management, LLC 27270.06%0.11%0.16%Q1 2017Q3 202327
Verity Asset Management, Inc. 1610.24%0.50%1.38%Q3 2015Q3 202327
New England Private Wealth Advisors LLC 27270.15%0.27%0.41%Q1 2013Q3 201927
Cerity Partners LLC 27270.01%0.10%0.46%Q1 2017Q3 202327
M Holdings Securities, Inc. 1560.12%0.20%0.59%Q3 2015Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.11%0.17%0.26%Q2 2013Q4 201927
Heritage Trust Co 27270.01%0.17%0.34%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.04%0.12%0.22%Q4 2016Q3 202327
CLEARARC CAPITAL INC 27270.19%0.25%0.32%Q2 2013Q4 201927
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.02%0.03%0.05%Q2 2013Q4 201927
ISTHMUS PARTNERS, LLC 27270.03%0.15%1.45%Q4 2014Q2 202127
Lenox Wealth Management, Inc. 27270.01%0.02%0.04%Q4 2013Q2 202027
Beaton Management Co. Inc. 26260.18%0.22%0.25%Q2 2017Q3 202326
Cable Hill Partners, LLC 1820.06%0.12%0.24%Q4 2014Q4 202126
Horan Securities, Inc. 1110.08%0.14%0.20%Q3 2016Q3 202326
BOSTON ADVISORS LLC 26260.03%0.07%0.10%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.20%0.32%0.48%Q2 2013Q3 201926
Tortoise Investment Management, LLC 2410.00%0.01%0.02%Q2 2014Q3 202326
SUMMIT FINANCIAL GROUP, INC. 26260.22%0.45%1.06%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.09%0.18%0.41%Q3 2016Q3 202326
Kovack Advisors, Inc. 26260.05%0.08%0.12%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.00%0.03%0.08%Q2 2017Q3 202326
Proficio Capital Partners LLC 15110.01%0.03%0.07%Q4 2015Q3 202326
Walleye Capital LLC 810.00%0.11%0.42%Q1 2019Q3 202326
SNS Financial Group, LLC 1790.05%0.33%0.68%Q4 2013Q4 202026
Summit X, LLC 26260.07%0.33%1.08%Q2 2017Q3 202326
BANQUE PICTET & CIE SA 26260.02%0.04%0.06%Q2 2017Q3 202326
Capital International Investors 26260.04%0.39%1.14%Q2 2013Q3 201926
MADISON INVESTMENT HOLDINGS INC 26260.00%0.18%0.61%Q2 2013Q3 201926
Garner Asset Management Corp 26260.22%0.42%0.64%Q2 2017Q3 202326
Cranbrook Wealth Management, LLC 26260.02%0.02%0.03%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.13%0.26%0.45%Q2 2013Q3 201926
Jaffetilchin Investment Partners, LLC 2310.05%0.15%0.29%Q4 2016Q3 202326
ProVise Management Group, LLC 2420.03%0.38%0.64%Q2 2016Q3 202326
Willingdon Wealth Management 26260.18%1.15%3.05%Q4 2013Q1 202026
Vident Investment Advisory, LLC 2030.00%0.04%0.19%Q2 2015Q2 202326
SRS Capital Advisors, Inc. 1070.02%0.06%0.14%Q4 2016Q3 202326
McKinley Carter Wealth Services, Inc. 2510.03%0.06%0.11%Q2 2015Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.01%0.14%0.40%Q2 2013Q3 201926
AMICA MUTUAL INSURANCE CO 15110.12%0.28%0.39%Q2 2013Q2 202026
BRAVE ASSET MANAGEMENT INC 25250.11%0.38%0.97%Q4 2013Q4 201925
Westside Investment Management, Inc. 1510.00%0.01%0.05%Q4 2016Q3 202325
ARGI Investment Services, LLC 2410.02%0.10%0.29%Q2 2014Q4 202225
Livforsakringsbolaget Skandia, Omsesidigt 25250.06%0.21%0.40%Q1 2014Q1 202025
COMMONWEALTH BANK OF AUSTRALIA 25250.06%0.74%3.67%Q2 2013Q2 201925
abrdn plc 25250.04%0.07%0.10%Q3 2017Q3 202325
Torch Wealth Management LLC 25250.34%0.83%1.33%Q4 2013Q4 201925
SALEM CAPITAL MANAGEMENT INC 25250.10%0.14%0.29%Q2 2013Q2 201925
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2410.07%0.17%0.24%Q1 2014Q2 202025
MARIETTA INVESTMENT PARTNERS LLC 25250.08%0.13%0.22%Q3 2017Q3 202325
Csenge Advisory Group 25250.07%0.17%0.28%Q3 2017Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.02%0.04%0.07%Q2 2013Q2 201925
Day & Ennis, LLC 1870.15%0.21%0.28%Q4 2015Q3 202325
FORSTA AP-FONDEN 14110.14%0.44%1.02%Q3 2016Q3 202325
Cribstone Capital Management, LLC 1780.00%0.06%0.16%Q2 2016Q3 202225
BDO Wealth Advisors, LLC 25250.03%0.07%0.14%Q2 2017Q2 202325
NN Investment Partners Holdings N.V. 25250.00%0.02%0.07%Q1 2016Q1 202225
Nepsis Inc. 1710.43%0.86%2.19%Q4 2013Q3 202325
HighPoint Advisor Group LLC 2410.13%0.26%0.61%Q4 2015Q2 202225
TIAA, FSB 25250.01%0.06%0.16%Q2 2017Q2 202325
USS Investment Management Ltd 1960.11%0.39%1.18%Q1 2016Q3 202325
Quantitative Investment Management, LLC 610.03%0.26%0.92%Q2 2013Q2 202325
Corient Capital Partners, LLC 25250.04%0.07%0.13%Q3 2016Q3 202225
BRAUN STACEY ASSOCIATES INC 25250.27%0.51%0.66%Q2 2013Q2 201925
SPIRIT OF AMERICA MANAGEMENT CORP/NY 1420.03%0.18%0.34%Q2 2013Q3 202325
Waverly Advisors, LLC 1110.00%0.06%0.15%Q3 2013Q3 202325
Cascade Investment Advisors, Inc. 2310.01%0.04%0.05%Q2 2016Q1 202325
CHEMICAL BANK 25250.12%0.17%0.21%Q2 2013Q2 201925
GREAT LAKES ADVISORS, LLC 1930.01%0.77%1.24%Q2 2013Q3 202325
ROOSEVELT INVESTMENT GROUP LLC 1150.07%0.14%0.23%Q2 2013Q3 202225
SYMONS CAPITAL MANAGEMENT INC 1512.30%4.07%5.05%Q2 2013Q3 202125
BERKSHIRE ASSET MANAGEMENT LLC/PA 2110.02%0.11%0.42%Q2 2013Q1 202125
Belpointe Asset Management LLC 25250.06%0.11%0.23%Q3 2017Q3 202325
AUA CAPITAL MANAGEMENT, LLC 25250.01%0.01%0.01%Q4 2016Q4 202225
BANK OF THE WEST 25250.02%0.08%0.29%Q4 2016Q4 202225
WHALEROCK POINT PARTNERS, LLC 1960.07%0.21%0.36%Q4 2016Q3 202325
FormulaFolio Investments, LLC 25250.04%0.37%1.12%Q4 2014Q4 202025
Windsor Capital Management, LLC 2410.10%0.20%0.30%Q2 2013Q3 201925
ARS Wealth Advisors, LLC 2320.13%0.94%1.79%Q4 2013Q2 202125
CAPTRUST FINANCIAL ADVISORS 25250.14%0.26%0.44%Q3 2017Q3 202325
Cornerstone Wealth Management, LLC 2230.04%0.06%0.09%Q2 2017Q3 202325
JNBA Financial Advisors 1780.00%0.08%1.72%Q4 2015Q3 202325
Edgewood Management 1710.00%0.00%0.01%Q2 2013Q3 202325
Mosaic Family Wealth, LLC 25250.07%0.09%0.11%Q4 2015Q4 202125
Burt Wealth Advisors 25250.01%0.03%0.08%Q4 2014Q4 202025
Centre Asset Management, LLC 2230.07%0.31%0.98%Q1 2014Q4 202325
CANANDAIGUA NATIONAL BANK & TRUST CO 2140.12%0.24%0.39%Q1 2015Q4 202325
Valeo Financial Advisors, LLC 25250.08%0.18%0.41%Q3 2017Q3 202325
Horizon Investments, LLC 1310.01%0.06%0.26%Q4 2016Q3 202325
Chesley Taft & Associates LLC 2010.02%0.05%0.08%Q2 2013Q3 202325
UNITED BANK 24240.11%0.15%0.19%Q4 2017Q3 202324
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 24240.63%1.43%4.39%Q4 2017Q3 202324
TOTH FINANCIAL ADVISORY CORP 24240.02%0.02%0.04%Q4 2017Q3 202324
FIRST HAWAIIAN BANK 2130.01%0.03%0.09%Q2 2013Q3 202324
Ballast, Inc. 24240.42%0.51%0.65%Q4 2017Q3 202324
Capstone Financial Advisors, Inc. 2310.03%0.10%0.21%Q4 2013Q3 202024
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.06%0.12%0.20%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.18%0.29%0.46%Q4 2017Q3 202324
PRINCETON CAPITAL MANAGEMENT LLC 24240.18%0.27%0.41%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.02%0.03%Q4 2017Q3 202324
Connor, Clark & Lunn Investment Management Ltd. 910.00%0.03%0.07%Q1 2014Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.06%0.16%0.27%Q2 2013Q1 201924
OppenheimerFunds, Inc. 24240.00%0.08%0.49%Q2 2013Q1 201924
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 24240.05%0.08%0.19%Q4 2013Q3 201924
Private Ocean, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
STABLEFORD CAPITAL II LLC 1320.37%0.47%0.72%Q4 2016Q3 202324
ADVISORY RESEARCH INC 2130.01%0.06%1.00%Q2 2013Q4 202024
Lehman Financial Resources, Inc. 24240.45%0.53%0.76%Q4 2012Q3 201824
HL FINANCIAL SERVICES LLC 24240.08%0.10%0.13%Q2 2013Q1 201924
SVA Wealth Management, LLC 24240.02%0.07%0.14%Q1 2015Q4 202024
Pegasus Asset Management, Inc. 24241.02%1.27%1.70%Q4 2017Q3 202324
DEAN INVESTMENT ASSOCIATES, LLC 1770.09%0.77%1.26%Q2 2013Q3 202324
Global Trust Asset Management, LLC 24240.01%0.05%0.09%Q4 2017Q3 202324
MARSHALL WACE, LLP 810.00%0.02%0.06%Q3 2015Q3 202324
RELIANCE TRUST CO OF DELAWARE 24240.14%0.23%0.37%Q2 2013Q1 201924
Osborn Williams & Donohoe LLC 1710.04%0.08%0.22%Q3 2013Q1 202024
Integrated Wealth Concepts LLC 24240.02%0.05%0.10%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24240.27%0.73%0.94%Q4 2017Q3 202324
Northwest Bancshares, Inc. 24240.09%0.25%0.44%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Transform Wealth, LLC 24240.04%0.20%0.80%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.03%0.04%0.07%Q4 2017Q3 202324
CNB Bank 24240.29%0.61%0.85%Q4 2017Q3 202324
Steigerwald, Gordon & Koch Inc. 24240.06%0.10%0.14%Q4 2017Q3 202324
AGF Investments LLC 24240.01%0.23%0.64%Q4 2016Q3 202224
Front Row Advisors LLC 24240.14%0.34%0.47%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.36%0.43%0.66%Q4 2017Q3 202324
EXANE DERIVATIVES 1590.01%0.08%0.26%Q4 2014Q2 202224
Winfield Associates, Inc. 1770.05%0.10%0.14%Q4 2013Q1 202224
Biltmore Family Office, LLC 24240.20%0.70%1.97%Q4 2017Q3 202324
AT Bancorp 24240.03%0.08%0.18%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.10%0.13%0.17%Q4 2017Q3 202324
Alley Co LLC 1950.25%1.23%1.82%Q2 2013Q4 202124
PLIMOTH TRUST CO LLC 24240.67%0.81%1.01%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.09%0.16%0.22%Q4 2017Q3 202324
NVWM, LLC 24240.27%0.40%0.98%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.01%0.03%0.10%Q4 2017Q3 202324
IFG Advisory, LLC 24240.21%0.26%0.32%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.12%0.16%0.19%Q2 2013Q1 201924
Providence Capital Advisors, LLC 24240.79%0.93%1.09%Q4 2017Q3 202324
Successful Portfolios LLC 24241.13%1.46%1.99%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.05%0.09%0.17%Q4 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.92%1.42%1.98%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24241.41%1.67%2.02%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.13%0.18%0.22%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.15%0.26%0.45%Q4 2017Q3 202324
Virtu Financial LLC 1010.01%0.09%0.31%Q3 2013Q3 202324
Taylor Hoffman Wealth Management 24240.53%1.16%1.88%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.28%0.53%0.75%Q4 2017Q3 202324
BCM ADVISORS, LLC 2311.52%2.24%3.52%Q4 2016Q3 202324
WealthShield Partners, LLC 24240.19%0.32%0.58%Q4 2017Q3 202324
Amica Retiree Medical Trust 1590.11%0.31%0.41%Q4 2013Q2 202024
Cadence Bank 24240.03%0.06%0.10%Q4 2017Q3 202324
Country Club Trust Company, n.a. 1590.03%0.05%0.09%Q2 2013Q2 201924
SeaCrest Wealth Management, LLC 24240.10%0.13%0.17%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.69%0.98%1.27%Q2 2013Q1 201924
ADAGE CAPITAL PARTNERS GP, L.L.C. 1810.00%0.14%0.31%Q4 2013Q3 202323
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.01%0.05%0.14%Q2 2013Q2 202123
ORRSTOWN FINANCIAL SERVICES INC 23230.06%0.11%0.58%Q1 2014Q3 201923
Sawyer & Company, Inc 23230.05%0.54%0.79%Q1 2018Q3 202323
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.01%Q2 2014Q3 202323
Doyle Wealth Management 23230.07%0.10%0.15%Q1 2017Q3 202223
Rockefeller Capital Management L.P. 23230.01%0.03%0.06%Q1 2018Q3 202323
DT Investment Partners, LLC 1420.00%0.23%0.54%Q3 2015Q3 202323
Clarkston Capital Partners, LLC 1580.03%0.13%0.38%Q2 2013Q3 202323
OPPENHEIMER ASSET MANAGEMENT INC. 2030.00%0.14%0.27%Q1 2017Q3 202323
GRANDFIELD & DODD, LLC 1940.02%0.05%0.09%Q2 2013Q3 202323
Allen Capital Group, LLC 2030.05%0.10%0.17%Q4 2017Q3 202323
Keystone Financial Group 2120.08%0.13%0.18%Q4 2017Q3 202323
Treasurer of the State of North Carolina 23230.16%0.21%0.28%Q1 2018Q3 202323
Convergence Investment Partners, LLC 1210.01%0.35%0.82%Q1 2015Q2 202223
Crewe Advisors LLC 23230.07%0.15%0.32%Q4 2017Q2 202323
Cullen Capital Management, LLC 23230.11%1.26%2.64%Q1 2018Q3 202323
Richard Bernstein Advisors LLC 1140.03%0.14%0.47%Q2 2015Q3 202323
CENTAURUS FINANCIAL, INC. 23230.01%0.04%0.07%Q1 2018Q3 202323
BREMER TRUST NATIONAL ASSOCIATION 23230.12%0.21%0.37%Q2 2013Q4 201823
CAMBRIDGE TRUST CO 1910.01%0.02%0.04%Q4 2015Q3 202323
Fiera Capital Corp 23230.00%0.01%0.02%Q2 2015Q4 202023
CAPE COD FIVE CENTS SAVINGS BANK 1940.03%0.09%0.15%Q2 2013Q4 201923
MCRAE CAPITAL MANAGEMENT INC 23230.07%0.09%0.13%Q1 2018Q3 202323
WINDWARD CAPITAL MANAGEMENT CO /CA 23230.29%0.40%0.60%Q1 2018Q3 202323
FIL Ltd 1310.00%0.03%0.14%Q2 2013Q1 202223
TWIN CAPITAL MANAGEMENT INC 1490.02%0.21%0.45%Q2 2013Q3 202323
AlphaStar Capital Management, LLC 2210.04%0.31%1.17%Q3 2017Q3 202323
BRIDGES INVESTMENT MANAGEMENT INC 23230.01%0.01%0.02%Q1 2018Q3 202323
Chicago Capital, LLC 23230.03%0.05%0.09%Q1 2018Q3 202323
Gratus Capital, LLC 22220.82%1.19%1.57%Q2 2018Q3 202323
Diversified Trust Co 2110.01%0.03%0.06%Q4 2014Q4 202323
GABLES CAPITAL MANAGEMENT INC. 23230.60%0.76%0.95%Q1 2018Q3 202323
Gotham Asset Management, LLC 1520.00%0.05%0.20%Q3 2016Q3 202323
Quad-Cities Investment Group, LLC 23230.25%0.36%0.54%Q1 2018Q3 202323
HALSEY ASSOCIATES INC/CT 23230.05%0.07%0.08%Q1 2014Q3 201923
MARINO, STRAM & ASSOCIATES LLC 1490.29%0.46%0.59%Q4 2017Q3 202323
WINTRUST INVESTMENTS LLC 1110.04%0.06%0.10%Q1 2017Q3 202323
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1010.00%0.28%1.00%Q2 2014Q3 202323
Bedel Financial Consulting, Inc. 23230.09%0.21%0.49%Q4 2017Q2 202323
StoneX Group Inc. 1920.09%0.23%0.46%Q2 2017Q3 202323
Point72 Asset Management, L.P. 810.00%0.12%0.50%Q3 2017Q3 202323
WMS Partners, LLC 1310.02%0.04%0.09%Q4 2014Q4 202223
Whitegate Investment Counselors, Inc. 2210.10%0.16%0.23%Q1 2014Q3 202123
Migdal Insurance & Financial Holdings Ltd. 23230.00%0.00%0.00%Q4 2016Q2 202223
A. D. Beadell Investment Counsel, Inc. 23230.38%1.50%2.53%Q2 2013Q4 201823
MGO ONE SEVEN LLC 2120.06%0.18%0.31%Q4 2017Q3 202323
Silvant Capital Management LLC 23230.01%0.03%0.05%Q1 2018Q3 202323
Pinion Investment Advisors, LLC 23230.23%0.46%0.83%Q1 2018Q3 202323
CULLINAN ASSOCIATES INC 22220.08%0.37%0.76%Q2 2018Q3 202322
JANICZEK WEALTH MANAGEMENT, LLC 22220.01%0.03%0.07%Q2 2018Q3 202322
CAPITAL ONE, NATIONAL ASSOCIATION 2110.05%0.08%0.22%Q2 2013Q4 201922
BALYASNY ASSET MANAGEMENT L.P. 710.00%0.08%0.41%Q3 2015Q3 202322
HighTower Trust Company, N.A. 1720.09%0.16%0.30%Q2 2013Q1 202322
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1610.00%0.02%0.12%Q4 2017Q3 202322
ARROWGRASS CAPITAL PARTNERS (US) LP 550.00%0.16%1.44%Q4 2016Q4 201922
SpiderRock Advisors, LLC 1630.00%0.02%0.07%Q1 2017Q3 202322
Spectrum Management Group, LLC 2110.00%0.00%0.02%Q1 2016Q3 202222
Cornerstone Advisory, LLC 1660.04%0.14%0.25%Q3 2016Q3 202322
RAND WEALTH, LLC 22220.44%0.58%0.72%Q2 2013Q3 201822
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 1520.03%0.05%0.06%Q2 2013Q1 201922
Cornerstone Management, Inc. 1840.03%0.08%0.13%Q1 2017Q1 202322
Citizens Business Bank 1750.14%0.43%0.72%Q4 2012Q3 202322
Rafferty Asset Management, LLC 1910.01%0.03%0.13%Q4 2015Q3 202322
Arete Wealth Advisors, LLC 22220.08%0.11%0.14%Q2 2018Q3 202322
Abacus Planning Group, Inc. 20200.00%0.24%0.35%Q4 2018Q3 202322
Legacy Financial Advisors, Inc. 1390.06%0.16%0.30%Q4 2017Q3 202322
WealthTrust-Arizona, LLC 1660.00%0.01%0.03%Q2 2013Q4 201822
Holloway Wealth Management, LLC 22220.04%0.16%0.31%Q4 2016Q1 202222
Meiji Yasuda Life Insurance Co 1710.01%0.25%0.58%Q2 2013Q2 202022
SPINNAKER TRUST 810.01%0.04%0.05%Q1 2014Q3 202322
KLINGENSTEIN FIELDS & CO LP 22220.01%0.02%0.04%Q2 2013Q3 201822
RWA WEALTH PARTNERS, LLC 2110.01%0.02%0.03%Q1 2018Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.05%0.11%0.16%Q2 2013Q3 201822
Man Group plc 1480.00%0.04%0.09%Q1 2018Q3 202322
InterOcean Capital, LLC 22220.08%0.18%0.38%Q1 2015Q2 202022
ArchPoint Investors 1230.01%0.27%0.93%Q2 2013Q4 201922
EQUITABLE TRUST CO 22220.02%0.05%0.13%Q2 2018Q3 202322
Certified Advisory Corp 11110.28%0.39%0.65%Q4 2017Q3 202322
Prime Capital Investment Advisors, LLC 1310.01%0.12%0.19%Q4 2017Q3 202322
CREDIT AGRICOLE S A 1810.00%0.06%0.10%Q2 2013Q3 202322
LCNB CORP 22220.47%0.55%0.68%Q2 2018Q3 202322
ClearBridge Investments Ltd 22220.01%0.56%3.19%Q3 2016Q4 202122
Camarda Financial Advisors, LLC 2110.02%0.11%0.40%Q4 2013Q2 201922
EP Wealth Advisors, LLC 21210.02%0.04%0.10%Q3 2018Q3 202321
HoyleCohen, LLC 1380.02%0.04%0.06%Q2 2018Q3 202321
Stuart Chaussee & Associates, Inc. 1330.01%0.03%0.14%Q4 2015Q3 202321
MONETA GROUP INVESTMENT ADVISORS LLC 1110.01%0.03%0.05%Q3 2015Q3 202321
S&CO INC 1330.02%0.02%0.03%Q2 2017Q3 202321
Pendal Group Ltd 21210.00%0.02%0.04%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.08%0.14%0.18%Q3 2018Q3 202321
Ballentine Partners, LLC 1810.01%0.01%0.02%Q2 2017Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.08%0.14%0.33%Q4 2017Q4 202221
HERMES INVESTMENT MANAGEMENT LTD 21210.04%0.19%0.56%Q2 2013Q2 201821
MONTGOMERY INVESTMENT MANAGEMENT INC 21210.09%0.30%0.63%Q2 2013Q2 201821
SMITH ASSET MANAGEMENT GROUP LP 21210.00%0.00%0.00%Q2 2016Q2 202121
Asset Advisors Investment Management, LLC 21210.03%0.04%0.07%Q3 2018Q3 202321
Mascoma Wealth Management LLC 1110.01%0.05%0.19%Q4 2016Q3 202321
CLOUGH CAPITAL PARTNERS L P 1740.04%0.18%0.63%Q2 2013Q3 202321
Dynamic Advisor Solutions LLC 1830.06%0.15%0.40%Q2 2018Q3 202321
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 21210.28%0.60%3.48%Q4 2015Q4 202021
WINTON GROUP Ltd 810.01%0.07%0.25%Q3 2014Q3 202221
TIEDEMANN ADVISORS, LLC 21210.01%0.06%0.17%Q1 2017Q1 202221
CX Institutional 1740.01%0.02%0.03%Q2 2018Q3 202321
FRED ALGER MANAGEMENT, LLC 1830.00%0.00%0.01%Q2 2013Q2 201921
OUTFITTER ADVISORS, LTD. 21210.13%0.15%0.18%Q2 2013Q2 201821
Old North State Trust, LLC 21211.32%2.01%2.72%Q3 2018Q3 202321
Mutual Advisors, LLC 21210.03%0.08%0.14%Q3 2018Q3 202321
SevenBridge Financial Group, LLC 1380.00%0.09%0.30%Q2 2016Q3 202321
FIRST AMERICAN TRUST, FSB 1620.05%0.87%1.85%Q2 2013Q1 202121
Pinnacle Bancorp, Inc. 2010.05%0.09%0.17%Q1 2017Q3 202321
Vectors Research Management, LLC 21210.19%0.51%0.86%Q3 2018Q3 202321
Skandinaviska Enskilda Banken AB (publ) 1920.00%0.07%0.13%Q4 2015Q2 202221
Truvestments Capital LLC 1920.14%0.53%1.33%Q2 2018Q3 202321
Indiana Trust & Investment Management CO 1920.06%0.13%0.17%Q3 2013Q3 202321
ADELL HARRIMAN & CARPENTER INC 1010.02%0.05%0.10%Q2 2015Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.16%0.34%Q2 2018Q2 202321
Vigilant Capital Management, LLC 910.00%0.01%0.03%Q2 2016Q2 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.14%0.25%0.40%Q2 2013Q2 201821
CATAWBA CAPITAL MANAGEMENT /VA 21211.06%1.31%1.62%Q2 2013Q2 201821
Wealthcare Advisory Partners LLC 1110.01%0.03%0.05%Q3 2017Q3 202321
Qube Research & Technologies Ltd 1010.00%0.18%0.48%Q1 2018Q3 202321
VALLEY WEALTH MANAGERS, INC. 11100.02%0.12%0.23%Q3 2016Q2 202321
BARROW HANLEY MEWHINNEY & STRAUSS LLC 21210.00%0.01%0.14%Q2 2013Q2 201821
Summit Global Investments 1560.05%0.40%0.93%Q4 2016Q3 202321
Penserra Capital Management LLC 21210.06%0.63%1.78%Q3 2018Q3 202321
LUMINUS MANAGEMENT LLC 1410.33%3.86%9.85%Q2 2013Q1 202020
Bigelow Investment Advisors, LLC 20200.19%0.31%0.42%Q4 2018Q3 202320
Garrett Wealth Advisory Group, LLC 20200.18%0.24%0.28%Q4 2018Q3 202320
MAIRS & POWER INC 810.00%0.00%0.00%Q1 2014Q1 202320
&PARTNERS 20200.20%0.34%0.54%Q4 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.24%0.29%0.33%Q2 2013Q1 201820
NORRIS PERNE & FRENCH LLP/MI 1430.02%0.03%0.05%Q2 2013Q3 202320
OLD POINT TRUST & FINANCIAL SERVICES N A 710.05%0.13%0.19%Q2 2013Q2 202320
AMUNDI ASSET MANAGEMENT US, INC. 1410.03%0.05%0.08%Q4 2012Q1 202120
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 940.04%0.07%0.16%Q4 2017Q2 202320
GREENWOOD CAPITAL ASSOCIATES LLC 1910.03%0.19%0.45%Q1 2015Q3 202320
FIRST MERCANTILE TRUST CO 1640.00%0.01%0.03%Q2 2013Q1 201920
EVERGREEN CAPITAL MANAGEMENT LLC 1330.01%0.02%0.03%Q1 2018Q3 202320
FMA ADVISORY INC 1710.06%0.11%0.14%Q2 2013Q3 202120
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.07%0.14%Q4 2018Q3 202320
AMICA PENSION FUND BOARD OF TRUSTEES 1190.21%0.32%0.40%Q2 2013Q4 201820
CALTON & ASSOCIATES, INC. 1910.06%0.13%0.35%Q4 2017Q3 202320
ANCHOR CAPITAL ADVISORS LLC 20200.01%0.30%1.59%Q2 2013Q1 201820
Arlington Partners LLC 20200.01%0.02%0.05%Q3 2018Q2 202320
STRALEM & CO INC 20202.79%3.05%3.59%Q3 2015Q2 202020
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1810.00%0.08%0.20%Q3 2015Q3 202320
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 1370.01%0.73%1.71%Q4 2015Q4 202220
MEANS INVESTMENT CO., INC. 20200.07%0.11%0.18%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.09%0.14%0.18%Q1 2013Q4 201720
PGGM Investments 20200.09%0.34%0.47%Q1 2013Q4 201720
Ally Financial Inc. 910.23%0.69%1.78%Q2 2013Q4 202120
PATHSTONE FAMILY OFFICE, LLC 810.00%0.02%0.05%Q2 2013Q3 202320
LOWE BROCKENBROUGH & CO INC 810.02%0.04%0.10%Q2 2013Q3 202320
American Portfolios Advisors 20200.06%0.08%0.11%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.00%0.01%0.01%Q3 2017Q2 202220
Smith Affiliated Capital Corp. 1370.02%0.05%0.09%Q3 2012Q3 201720
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 20200.14%0.26%0.31%Q2 2013Q1 201820
BOOTHBAY FUND MANAGEMENT, LLC 810.01%0.08%0.38%Q4 2015Q1 202320
Shamrock Asset Management LLC 1280.00%0.06%0.21%Q1 2014Q3 201920
Edge Wealth Management LLC 1640.00%0.02%0.10%Q1 2014Q4 202120
Mariner Wealth Advisors-Cincinnati, LLC 1280.03%0.05%0.09%Q2 2013Q3 201820
TFG Advisers LLC 20200.11%0.17%0.26%Q4 2018Q3 202320
Archer Investment Corp 20200.20%0.25%0.31%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.03%0.05%0.09%Q4 2013Q3 201820
SIGNET FINANCIAL MANAGEMENT, LLC 1710.03%0.13%0.21%Q3 2015Q1 202220
FinTrust Capital Advisors, LLC 20200.32%0.60%0.88%Q4 2018Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.31%0.57%0.92%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Capital Analysts, LLC 1710.00%0.02%0.03%Q4 2012Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.03%0.06%0.13%Q4 2018Q3 202320
Foster Victor Wealth Advisors, LLC 20200.04%0.16%0.86%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.72%0.93%1.25%Q4 2018Q3 202320
Strategic Blueprint, LLC 20200.07%0.21%0.53%Q4 2018Q3 202320
ERTS Wealth Advisors, LLC 20200.10%0.22%0.42%Q4 2018Q3 202320
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 20200.08%0.21%0.36%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.21%0.82%1.30%Q4 2018Q3 202320
Eukles Asset Management 20200.01%0.02%0.02%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.02%0.05%0.24%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.59%0.85%1.02%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 710.02%0.19%0.39%Q4 2014Q3 202320
BROOKS, MOORE & ASSOCIATES, INC. 20200.84%1.08%1.46%Q4 2018Q3 202320
RFG Advisory, LLC 20200.05%0.07%0.10%Q4 2018Q3 202320
Paradigm Financial Partners, LLC 20200.26%0.49%0.85%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.08%0.29%0.71%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.42%0.70%1.17%Q4 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.04%0.08%0.11%Q4 2018Q3 202320
Apollon Wealth Management, LLC 20200.11%0.24%0.50%Q4 2018Q3 202320
Claro Advisors LLC 20200.10%0.22%0.38%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
Meridian Financial Partners LLC 20200.39%0.86%1.88%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.02%0.06%0.10%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.22%0.37%0.53%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20201.54%1.76%2.03%Q4 2018Q3 202320
BEACON INVESTMENT ADVISORY SERVICES, INC. 1370.06%0.15%0.24%Q3 2017Q3 202320
Wambolt & Associates, LLC 20200.30%0.36%0.46%Q4 2018Q3 202320
Essex Savings Bank 20200.20%0.25%0.34%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.04%0.05%0.06%Q2 2013Q1 201820
Hurlow Wealth Management Group, Inc. 20200.12%0.20%0.29%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.03%0.05%0.09%Q4 2015Q3 202020
Old Port Advisors 1810.20%0.31%0.44%Q2 2018Q3 202320
Zions Bancorporation, N.A. 20200.28%0.46%1.48%Q4 2018Q3 202320
Peachtree Investment Partners, LLC 20200.13%0.19%0.27%Q4 2018Q3 202320
Fulcrum Equity Management 20200.08%0.16%0.32%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.19%0.58%1.39%Q4 2017Q3 202220
Larson Financial Group LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
Beirne Wealth Consulting Services, LLC 20200.09%0.18%0.28%Q4 2018Q3 202320
Keeler Thomas Management LLC 20200.10%1.24%2.63%Q4 2017Q3 202220
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.05%0.09%Q4 2014Q3 201920
Financial Advocates Investment Management 1820.02%0.04%0.10%Q4 2017Q3 202320
Realta Investment Advisors 19190.15%0.22%0.39%Q1 2019Q3 202319
Mengis Capital Management, Inc. 1720.04%0.19%0.31%Q4 2014Q2 202219
FIRST NATIONAL CORP /MA/ /ADV 19190.20%0.35%1.22%Q1 2019Q3 202319
Arden Trust Co 19190.03%0.12%0.19%Q2 2019Q4 202319
Brinker Capital Investments, LLC 1180.00%0.08%0.21%Q1 2018Q4 202219
Keudell/Morrison Wealth Management 19190.25%0.51%0.87%Q1 2019Q3 202319
Private Capital Group, LLC 19190.05%0.08%0.14%Q4 2017Q2 202219
COMERICA SECURITIES,INC. 19190.06%0.12%0.18%Q1 2019Q3 202319
B. Riley Wealth Management, Inc. 1210.01%0.36%0.90%Q1 2014Q2 202219
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.44%0.61%Q3 2018Q3 202319
Riverview Trust Co 19190.01%0.02%0.10%Q1 2019Q3 202319
AVIANCE CAPITAL MANAGEMENT, LLC 810.00%0.49%1.36%Q2 2013Q1 201919
Members Trust Co 1020.01%0.02%0.03%Q2 2016Q3 202319
GAMBLE JONES INVESTMENT COUNSEL 1810.02%0.03%0.04%Q2 2013Q1 201819
MARKSTON INTERNATIONAL LLC 19190.03%0.45%1.41%Q2 2013Q4 201719
First National Bank of South Miami 19190.51%0.62%0.76%Q4 2018Q2 202319
CAPITAL CITY TRUST CO/FL 1180.08%0.11%0.14%Q2 2013Q3 202319
SUN LIFE FINANCIAL INC 1810.01%0.15%0.36%Q4 2015Q1 202119
MILLER HOWARD INVESTMENTS INC /NY 19190.04%0.08%0.10%Q1 2019Q3 202319
Mount Yale Investment Advisors, LLC 1090.03%0.07%0.10%Q1 2018Q3 202319
Clarius Group, LLC 19190.05%0.06%0.09%Q1 2019Q3 202319
WEALTHFRONT Corp 19190.01%0.02%0.05%Q1 2014Q3 201819
Aptus Capital Advisors, LLC 19190.02%0.04%0.09%Q1 2019Q3 202319
DARRELL & KING LLC 1610.04%0.05%0.07%Q4 2015Q4 202019
Gryphon Financial Partners LLC 1330.03%0.06%0.10%Q4 2017Q3 202319
CI INVESTMENTS INC. 1720.00%0.04%0.38%Q4 2015Q3 202319
Principal Street Partners, LLC 19190.91%1.52%2.46%Q1 2019Q3 202319
PATTON ALBERTSON MILLER GROUP, LLC 1810.01%0.28%0.44%Q3 2018Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%0.03%0.14%Q2 2013Q4 201719
NuWave Investment Management, LLC 910.01%0.24%1.09%Q2 2013Q4 202119
Financial Enhancement Group LLC 19190.00%0.00%0.01%Q1 2018Q3 202219
MATRIX ASSET ADVISORS INC/NY 1210.26%0.57%1.29%Q2 2013Q2 202119
IFC Holdings Incorporated/FL 19190.06%0.10%0.13%Q2 2013Q4 201719
BOENNING & SCATTERGOOD, INC. 19190.19%0.23%0.31%Q2 2018Q4 202219
Sowell Financial Services LLC 1030.04%0.15%0.29%Q3 2018Q3 202319
DOLIVER ADVISORS, LP 1720.08%0.15%0.22%Q2 2018Q4 202319
Lantz Financial LLC 19190.18%0.21%0.26%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.04%0.11%0.34%Q1 2019Q3 202319
Wealthquest Corp 820.03%0.16%0.55%Q4 2014Q3 202319
Trust Co 1810.00%0.01%0.02%Q3 2015Q3 202019
Princeton Global Asset Management LLC 19190.01%0.05%0.14%Q1 2019Q3 202319
Western Wealth Management, LLC 1180.06%0.27%2.30%Q4 2018Q3 202319
Altshuler Shaham Ltd 1090.00%0.00%0.01%Q4 2017Q2 202319
LAKE STREET FINANCIAL LLC 19190.10%0.16%0.26%Q1 2019Q3 202319
LODESTAR INVESTMENT COUNSEL LLC/IL 1450.02%0.04%0.07%Q4 2013Q2 201919
SIMON QUICK ADVISORS, LLC 910.00%0.02%0.04%Q4 2016Q3 202319
Milestone Advisory Partners 19190.16%0.26%0.49%Q1 2019Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.04%0.06%0.08%Q1 2019Q3 202319
Engineers Gate Manager LP 510.01%0.10%0.29%Q4 2014Q2 202319
Cornerstone Wealth Group, LLC 19190.20%0.85%2.20%Q1 2019Q3 202319
Bremer Bank National Association 19190.08%0.36%0.70%Q1 2019Q3 202319
BAINCO INTERNATIONAL INVESTORS 1310.00%0.77%1.29%Q1 2013Q1 202019
ACCIDENT COMPENSATION CORP 19191.03%1.28%1.43%Q4 2015Q2 202019
Advisors Capital Management, LLC 1810.01%0.12%0.69%Q2 2017Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.03%0.05%0.07%Q1 2019Q3 202319
ATLAS CAPITAL ADVISORS LLC 1210.00%0.10%0.52%Q1 2018Q3 202319
SII INVESTMENTS INC/WI 19190.04%0.08%0.12%Q2 2013Q4 201719
Harel Insurance Investments & Financial Services Ltd. 810.00%0.01%0.03%Q4 2015Q3 202218
Highstreet Asset Management Inc. 1170.08%0.37%1.35%Q2 2015Q4 201918
Roble, Belko & Company, Inc 18180.08%0.10%0.12%Q2 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.01%0.03%0.06%Q4 2015Q1 202018
RB Capital Management, LLC 18180.16%0.20%0.26%Q2 2019Q3 202318
Natixis Investment Managers International 710.00%0.15%0.59%Q2 2013Q2 202218
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 18180.12%0.16%0.31%Q2 2013Q3 201718
Sunbelt Securities, Inc. 1710.01%0.13%0.44%Q4 2016Q3 202318
Canton Hathaway, LLC 1260.01%0.01%0.02%Q1 2019Q3 202318
Sound View Wealth Advisors Group, LLC 18180.24%0.35%0.48%Q2 2019Q3 202318
MONROE BANK & TRUST/MI 730.04%0.06%0.09%Q2 2013Q2 201818
Global X Management CO LLC 18180.10%0.29%0.45%Q1 2014Q2 201818
GSA CAPITAL PARTNERS LLP 510.02%0.08%0.27%Q2 2013Q3 202218
Tredje AP-fonden 1620.00%0.04%0.32%Q2 2015Q4 201918
I.G. INVESTMENT MANAGEMENT, LTD. 18180.00%0.19%0.32%Q2 2013Q3 201718
DELTA FINANCIAL ADVISORS LLC 18180.10%0.42%0.55%Q2 2019Q3 202318
TD Capital Management LLC 630.00%0.00%0.01%Q2 2016Q3 202318
Vestmark Advisory Solutions, Inc. 18180.14%0.21%0.28%Q1 2019Q2 202318
Abbrea Capital, LLC 18180.04%0.06%0.09%Q2 2019Q3 202318
Wealthstreet Investment Advisors, LLC 18180.02%0.13%0.17%Q4 2017Q1 202218
Semmax Financial Advisors Inc. 1711.47%1.79%2.12%Q4 2018Q3 202318
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1020.07%0.09%0.11%Q2 2013Q3 202318
Sculptor Capital LP 770.00%0.03%0.07%Q2 2013Q4 201418
INVESTMENT CENTERS OF AMERICA INC 18180.26%0.67%1.18%Q2 2013Q3 201718
First Fiduciary Investment Counsel, Inc. 1530.47%1.34%1.91%Q2 2013Q2 202318
Capital Advisors, Ltd. LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.15%0.23%0.29%Q2 2013Q3 201718
Rikoon Group, LLC 18180.10%0.15%0.18%Q4 2016Q1 202118
MidWestOne Financial Group, Inc. 18180.16%0.21%0.28%Q2 2019Q3 202318
Eagle Ridge Investment Management 1710.02%0.04%0.07%Q3 2015Q1 202318
DAVIDSON & GARRARD INC 18180.68%0.79%0.92%Q2 2013Q3 201718
CIM INVESTMENT MANAGEMENT INC 1410.11%0.23%0.44%Q3 2014Q3 202318
Advisory Alpha, LLC 1710.03%0.06%0.09%Q1 2019Q3 202318
Costello Asset Management, INC 1440.26%0.37%0.49%Q4 2018Q3 202318
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 810.11%0.33%1.04%Q3 2013Q4 201918
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 1030.12%0.17%0.25%Q3 2016Q3 202318
WEALTHSOURCE PARTNERS, LLC 18180.02%0.03%0.05%Q2 2019Q3 202318
HARVEY INVESTMENT CO LLC 1310.03%0.04%0.05%Q4 2014Q4 202118
BENJAMIN EDWARDS INC 18180.00%0.01%0.03%Q2 2019Q3 202318
Wealthspire Advisors, LLC 1710.00%0.02%0.04%Q4 2018Q3 202318
Douglas Lane & Associates, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.14%0.21%0.29%Q2 2013Q3 201718
Nationwide Fund Advisors 18180.06%0.07%0.10%Q2 2013Q3 201718
Quantbot Technologies LP 410.01%0.20%0.67%Q2 2013Q3 202218
UBS AG 660.00%0.03%0.08%Q2 2013Q3 201418
NIPPON LIFE INSURANCE CO 18180.01%0.05%0.08%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.18%0.24%0.29%Q2 2013Q3 201718
Cooper Financial Group 18180.08%0.13%0.18%Q2 2019Q3 202318
Alexandria Capital, LLC 18180.01%0.01%0.02%Q2 2013Q3 201718
Quotient Investors, LLC 18180.45%0.62%0.83%Q2 2013Q3 201718
Regal Wealth Group, Inc. 1620.00%0.01%0.02%Q2 2016Q1 202118
Schonfeld Strategic Advisors LLC 910.00%0.14%0.34%Q1 2018Q3 202318
UNITED BANK, INC. 18180.13%0.19%0.24%Q2 2013Q3 201718
WADDELL & REED FINANCIAL INC 1350.00%0.07%0.15%Q4 2015Q1 202118
Nikko Asset Management Americas, Inc. 18180.01%0.03%0.08%Q2 2013Q3 201718
BANCORPSOUTH INC 18180.04%0.06%0.10%Q2 2013Q3 201718
Williams Jones Wealth Management, LLC. 17170.02%0.02%0.03%Q3 2019Q3 202317
Klingman & Associates, LLC 1070.01%0.02%0.03%Q1 2015Q2 202317
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 1250.00%0.01%0.02%Q4 2017Q2 202217
Lehman & Derafelo Financial Resources LLC 17170.32%0.39%0.51%Q4 2018Q4 202217
NWAM LLC 810.02%0.13%0.34%Q1 2013Q3 202317
Lombard Odier Asset Management (Europe) Ltd 1610.03%0.07%0.27%Q2 2016Q3 202017
Assenagon Asset Management S.A. 1010.00%0.11%0.55%Q3 2017Q3 202317
FCA CORP /TX 1310.07%0.09%0.11%Q2 2016Q3 202317
GRIFFIN ASSET MANAGEMENT, INC. 980.03%0.43%1.18%Q2 2017Q3 202317
MainStreet Investment Advisors LLC 17170.02%0.09%0.23%Q3 2018Q3 202217
RONALD BLUE & CO LLC 17170.02%0.05%0.09%Q2 2013Q2 201717
Granite Investment Partners, LLC 980.01%0.03%0.04%Q2 2013Q4 201717
MISSION WEALTH MANAGEMENT, LP 1430.01%0.03%0.06%Q2 2019Q3 202317
Geneva Advisors, LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
Hotaling Investment Management, LLC 17170.12%0.17%0.26%Q4 2018Q4 202217
GAM Holding AG 1410.01%0.09%0.16%Q3 2013Q1 201917
Virtu KCG Holdings LLC 510.01%0.03%0.10%Q3 2013Q2 201717
WFG Advisors, LP 17170.12%0.22%0.30%Q2 2013Q2 201717
CAPITAL GUARDIAN TRUST CO 1610.00%0.01%0.02%Q4 2013Q3 201817
Family Management Corp 1130.08%0.36%1.55%Q1 2018Q3 202317
TimeScale Financial, Inc. 17170.01%0.02%0.04%Q2 2019Q2 202317
THOMPSON DAVIS & CO., INC. 17170.02%0.05%0.08%Q3 2014Q3 201817
Domani Wealth, LLC 17170.05%0.08%0.11%Q1 2019Q1 202317
MONECO Advisors, LLC 1340.11%0.19%0.37%Q1 2019Q3 202317
Fieldpoint Private Securities, LLC 1070.01%0.02%0.06%Q3 2017Q2 202217
Ziegler Capital Management, LLC 1520.06%0.10%0.24%Q2 2013Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.10%0.13%0.17%Q2 2013Q2 201717
Empirical Finance, LLC 1610.02%0.14%0.21%Q4 2016Q3 202317
SWS Partners 1520.71%1.09%1.79%Q2 2019Q3 202317
FAGAN ASSOCIATES, INC. 17170.06%0.08%0.10%Q3 2019Q3 202317
Farmers National Bank 1520.45%0.92%1.32%Q4 2014Q2 201917
CITIZENS & NORTHERN CORP 17170.24%0.47%0.59%Q4 2015Q4 201917
GUYASUTA INVESTMENT ADVISORS INC 17170.02%0.04%0.06%Q3 2019Q3 202317
Horizon Investment Services, LLC 17170.21%0.56%0.86%Q3 2019Q3 202317
BUTENSKY & COHEN FINANCIAL SECURITY, INC 17170.49%1.04%1.48%Q3 2016Q3 202017
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.01%0.08%0.13%Q2 2013Q2 201717
Bull Street Advisors, LLC 17170.69%0.80%0.98%Q3 2019Q3 202317
MACKAY SHIELDS LLC 17170.07%0.09%0.11%Q1 2018Q1 202217
NorthRock Partners, LLC 17170.03%0.05%0.09%Q3 2019Q3 202317
BEACON TRUST CO 17170.10%0.12%0.17%Q1 2013Q1 201717
Pacifica Partners Inc. 17170.01%0.02%0.03%Q4 2019Q4 202317
Morse Asset Management, Inc 17170.07%0.09%0.12%Q1 2017Q1 202117
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.12%0.23%Q3 2019Q3 202317
West Branch Capital LLC 17170.13%0.17%0.25%Q3 2019Q3 202317
Marietta Wealth Management, LLC 17170.14%0.40%1.05%Q4 2016Q4 202017
MARINER INDEPENDENT ADVISOR NETWORK, LLC 17170.10%0.15%0.20%Q3 2018Q3 202217
Barry Investment Advisors, LLC 17171.24%1.70%4.62%Q4 2014Q4 201817
SEEYOND 17170.04%0.33%0.69%Q4 2018Q4 202217
HNP Capital LLC 1250.21%0.54%0.82%Q4 2018Q1 202317
Dynamic Technology Lab Private Ltd 310.03%0.17%0.49%Q4 2013Q3 202317
FULTON BREAKEFIELD BROENNIMAN LLC 17170.05%0.07%0.08%Q3 2019Q3 202317
Stratos Wealth Advisors, LLC 17170.04%0.07%0.16%Q3 2019Q3 202317
Resource Management, LLC 17170.12%0.16%0.21%Q4 2017Q4 202117
Buckley Wealth Management, LLC 17170.21%0.44%0.84%Q4 2017Q4 202117
FIRST INTERSTATE BANK 1520.02%0.07%0.11%Q3 2015Q4 201917
Windsor Financial Group, LLC 17171.62%1.89%2.24%Q2 2013Q2 201717
Bank of Marin 16160.20%0.28%0.45%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.02%0.05%0.11%Q4 2019Q3 202316
Gleason Group, Inc. 16160.06%0.09%0.15%Q4 2019Q3 202316
Carl P. Sherr & Co., LLC 16160.16%0.29%0.41%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.00%0.01%0.03%Q4 2019Q3 202316
Jolley Asset Management, LLC 16160.04%0.08%0.18%Q3 2014Q2 201816
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16162.76%3.01%3.30%Q4 2019Q3 202316
Advocacy Wealth Management Services, LLC 1310.01%0.04%0.16%Q2 2013Q2 202116
Procyon Advisors, LLC 16160.13%0.31%0.48%Q4 2019Q3 202316
Seven Springs Wealth Group, LLC 16160.02%0.94%1.88%Q4 2019Q3 202316
Lipe & Dalton 1240.01%0.02%0.02%Q2 2019Q3 202316
Center for Financial Planning, Inc. 16160.02%0.05%0.12%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.34%0.54%0.92%Q4 2019Q3 202316
SEVEN EIGHT CAPITAL, LP 210.02%0.29%0.88%Q1 2014Q2 202316
EPG Wealth Management LLC 16160.11%0.27%0.38%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.04%0.05%0.07%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.04%0.07%0.16%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.08%0.38%0.78%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.09%0.18%0.31%Q4 2019Q3 202316
Strategic Wealth Investment Group, LLC 16160.04%0.16%0.47%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.03%0.05%0.07%Q4 2019Q3 202316
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Hummer Financial Advisory Services Inc 16160.39%0.49%0.64%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.16%0.42%0.69%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.03%0.05%0.08%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16161.24%1.67%2.36%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.04%0.06%0.09%Q4 2019Q3 202316
Parcion Private Wealth LLC 16160.13%0.17%0.32%Q4 2019Q3 202316
Argent Advisors, Inc. 16160.51%0.71%1.02%Q4 2019Q3 202316
S.A. Mason LLC 16160.06%0.08%0.13%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.06%0.09%0.14%Q4 2019Q3 202316
XML Financial, LLC 16160.05%0.08%0.12%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.04%0.07%0.14%Q4 2019Q3 202316
Capital Square, LLC 16160.50%0.65%0.89%Q4 2019Q3 202316
HALL LAURIE J TRUSTEE 1330.01%0.01%0.02%Q4 2015Q4 201916
Insight Folios Inc 16162.55%3.05%4.55%Q4 2019Q3 202316
HONEYWELL INTERNATIONAL INC 16160.27%0.92%1.48%Q2 2013Q1 201716
Valmark Advisers, Inc. 1420.00%0.01%0.01%Q3 2019Q3 202316
HC FINANCIAL ADVISORS INC 1510.27%1.99%4.31%Q1 2018Q2 202216
EAGLE ASSET MANAGEMENT INC 1120.01%0.05%0.08%Q3 2018Q3 202316
Baker Ellis Asset Management LLC 16160.05%0.07%0.12%Q1 2019Q4 202216
Marcum Wealth, LLC 16160.08%0.12%0.16%Q4 2019Q3 202316
MEEDER ASSET MANAGEMENT INC 1420.01%0.08%0.24%Q1 2016Q3 202216
Beech Hill Advisors, Inc. 1330.12%0.51%0.90%Q2 2013Q3 202316
Red Door Wealth Management, LLC 16160.26%0.58%0.85%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.04%0.07%0.12%Q2 2013Q1 201716
Taylor Wealth Management Partners 16160.00%0.01%0.02%Q1 2015Q4 201816
PSI Advisors, LLC 16160.23%0.37%0.86%Q4 2019Q3 202316
Bridgewater Associates 510.00%0.06%0.16%Q1 2014Q4 202216
Equitable Holdings, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.03%0.07%0.10%Q4 2019Q3 202316
LIBERTY WEALTH MANAGEMENT LLC 1510.01%0.09%0.15%Q4 2018Q1 202316
Clearstead Advisors, LLC 1510.01%0.04%0.37%Q3 2017Q3 202316
Wolff Financial Management LLC 970.14%0.22%0.41%Q3 2019Q3 202316
PATRIZIA Pty Ltd 1241.81%5.83%8.09%Q4 2017Q3 202316
Brick & Kyle, Associates 1510.31%0.37%0.42%Q4 2014Q4 201816
QVR LLC 420.01%0.06%0.12%Q2 2021Q4 202216
Laffer Tengler Investments, Inc. 1310.00%0.08%0.52%Q3 2013Q3 202316
9258 Wealth Management, LLC 16160.17%0.24%0.35%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.01%0.02%0.11%Q4 2019Q3 202316
Pensionfund DSM Netherlands 1330.10%0.50%0.67%Q2 2013Q4 201816
TRAVELERS COMPANIES, INC. 16160.65%0.87%1.18%Q2 2013Q1 201716
Chesapeake Wealth Management 1150.07%0.10%0.15%Q4 2018Q1 202316
Sharkey, Howes & Javer 16160.00%0.01%0.04%Q3 2015Q2 201916
Wagner Wealth Management, LLC 1240.12%0.60%0.96%Q4 2017Q3 202316
Capital Bank & Trust Co 16160.00%0.00%0.01%Q2 2017Q1 202116
KLCM Advisors, Inc. 16160.08%0.10%0.14%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.14%0.21%0.37%Q4 2019Q3 202316
FORT PITT CAPITAL GROUP, LLC 830.02%0.16%0.39%Q1 2018Q2 202216
Sugarloaf Wealth Management, LLC 16160.05%0.11%0.15%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.02%0.06%0.17%Q4 2019Q3 202316
TRUE Private Wealth Advisors 810.00%0.03%0.04%Q3 2018Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.02%0.04%0.07%Q2 2013Q1 201716
FIRST FOUNDATION ADVISORS 810.01%0.02%0.02%Q2 2014Q3 202316
GW HENSSLER & ASSOCIATES LTD 1510.02%0.17%0.33%Q2 2013Q4 201716
Towerpoint Wealth, LLC 16160.13%0.16%0.19%Q1 2019Q4 202216
WEATHERLY ASSET MANAGEMENT L. P. 16160.03%0.04%0.05%Q4 2019Q3 202316
KEATING INVESTMENT COUNSELORS INC 16160.17%0.80%0.99%Q2 2013Q1 201716
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.07%0.16%0.35%Q4 2019Q3 202316
Candriam S.C.A. 16160.03%0.06%0.13%Q4 2014Q3 201816
STEPH & CO 16160.20%0.30%0.47%Q4 2019Q3 202316
Vestcor Inc 16160.45%0.66%1.05%Q4 2019Q3 202316
Illinois Municipal Retirement Fund 16160.04%0.40%1.04%Q4 2019Q3 202316
First Houston Capital, Inc. 16160.30%0.99%2.20%Q3 2013Q2 201716
VICUS CAPITAL 1510.04%0.10%0.27%Q3 2014Q4 201916
Vanguard Personalized Indexing Management, LLC 15150.06%0.14%0.34%Q1 2020Q3 202315
OSSIAM 710.01%0.29%1.16%Q4 2018Q3 202315
Kimelman & Baird, LLC 930.03%0.06%0.08%Q2 2013Q3 201715
Virtus Fund Advisers, LLC 15150.00%0.20%0.63%Q2 2014Q4 201715
SAGE RHINO CAPITAL LLC 1320.06%0.08%0.13%Q3 2019Q3 202315
CVA Family Office, LLC 15150.02%0.07%0.11%Q1 2020Q3 202315
CWS Financial Advisors, LLC 870.17%0.23%0.33%Q4 2019Q3 202315
Achmea Investment Management B.V. 1410.00%0.05%0.26%Q1 2017Q2 202315
LifePlan Financial Group, Inc 1140.00%0.00%0.01%Q2 2013Q3 202015
Wealth Alliance 15150.20%0.24%0.34%Q1 2020Q3 202315
MSI Financial Services Inc 15150.07%0.10%0.17%Q2 2013Q4 201615
CenterStar Asset Management, LLC 410.00%0.06%0.38%Q4 2017Q3 202315
Beck Bode, LLC 820.06%0.43%2.23%Q4 2018Q3 202315
Cannell & Co. 1410.01%0.01%0.01%Q2 2013Q2 201715
SANDERS MORRIS HARRIS LLC 1410.05%0.06%0.11%Q1 2016Q3 202315
WASHINGTON CAPITAL MANAGEMENT, INC 15150.48%0.69%0.95%Q1 2020Q3 202315
Symphony Financial, Ltd. Co. 15150.33%0.52%0.72%Q1 2020Q3 202315
Rossmore Private Capital 1410.03%0.06%0.12%Q4 2017Q3 202315
BlackRock Group LTD 15150.21%0.24%0.27%Q2 2013Q4 201615
Maple-Brown Abbott Ltd 151510.32%11.13%12.39%Q1 2020Q3 202315
Advisor Group, Inc. 15150.09%0.11%0.14%Q2 2016Q4 201915
COLDSTREAM CAPITAL MANAGEMENT INC 740.01%0.09%0.18%Q4 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.08%0.11%0.13%Q1 2020Q3 202315
Continuum Advisory, LLC 1050.06%0.22%0.54%Q1 2017Q3 202315
NORGES BANK 1410.14%0.19%0.26%Q3 2012Q2 201615
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.05%0.11%0.23%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.23%0.26%0.29%Q2 2013Q4 201615
PBMares Wealth Management LLC 1230.14%0.21%0.38%Q4 2019Q3 202315
BLACKROCK ADVISORS LLC 15150.02%0.11%0.23%Q2 2013Q4 201615
Retirement Group, LLC 1410.00%0.01%0.02%Q4 2019Q3 202315
Financial Gravity Asset Management, Inc. 510.00%0.04%0.10%Q1 2018Q2 202315
Shilanski & Associates, Inc. 830.09%0.14%0.21%Q2 2019Q2 202315
BlackRock Institutional Trust Company, N.A. 15150.21%0.24%0.26%Q2 2013Q4 201615
RPG Investment Advisory, LLC 1320.00%0.00%0.01%Q3 2017Q3 202115
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1410.00%0.20%0.30%Q2 2018Q3 202315
Zurich Insurance Group Ltd/FI 1110.15%0.30%0.56%Q1 2016Q3 202315
Symmetry Partners, LLC 1410.02%0.04%0.18%Q1 2019Q4 202315
Disciplined Investments, LLC 15150.02%0.03%0.05%Q4 2019Q2 202315
HHM Wealth Advisors, LLC 15150.04%0.05%0.07%Q1 2020Q3 202315
Laurion Capital Management LP 310.00%0.14%0.52%Q4 2013Q1 202315
STEVENS CAPITAL MANAGEMENT LP 410.02%0.59%3.10%Q1 2014Q4 202015
Epstein & White Financial LLC 15150.07%0.24%0.44%Q4 2017Q2 202115
J.W. COLE ADVISORS, INC. 1410.13%0.19%0.43%Q4 2019Q3 202315
First Citizens Financial Corp 1320.21%0.35%0.46%Q4 2019Q3 202315
Teza Capital Management LLC 610.08%0.38%0.96%Q1 2017Q3 202315
Rosenberg Matthew Hamilton 15150.10%0.15%0.20%Q1 2020Q3 202315
HIGH POINT BANK & TRUST CO 15150.37%0.44%0.51%Q2 2013Q4 201615
Souders Financial Advisors 15150.19%0.33%0.48%Q1 2020Q3 202315
Pegasus Partners Ltd. 15150.05%0.62%1.24%Q2 2015Q4 201815
SOUTH TEXAS MONEY MANAGEMENT LTD 15150.01%0.01%0.02%Q4 2014Q2 201815
Eudaimonia Partners, LLC 870.24%0.51%0.90%Q4 2019Q3 202315
Liberty Capital Management, Inc. 710.05%0.08%0.14%Q2 2016Q4 202215
High Falls Advisors, Inc 1140.06%0.09%0.12%Q4 2015Q3 201915
Lenox Wealth Advisors, LLC 510.00%0.01%0.05%Q3 2015Q1 202215
BRINKER CAPITAL INC 15150.02%0.10%0.17%Q4 2016Q2 202015
Citizens National Bank Trust Department 15150.06%0.09%0.13%Q1 2020Q3 202315
SeaBridge Investment Advisors LLC 15150.01%0.01%0.01%Q1 2017Q3 202015
BlackRock Investment Management, LLC 15150.12%0.18%0.30%Q2 2013Q4 201615
Welch Group, LLC 15150.06%0.08%0.10%Q1 2020Q3 202315
HERON FINANCIAL GROUP, LLC 15150.48%0.56%0.69%Q4 2019Q2 202315
MADDEN SECURITIES Corp 1410.37%0.53%1.16%Q4 2019Q3 202315
BlackRock Fund Advisors 15150.16%0.20%0.24%Q2 2013Q4 201615
Principle Wealth Partners LLC 1210.04%0.20%0.26%Q2 2019Q3 202314
LBA Wealth Management, LLC 14140.11%0.14%0.19%Q4 2013Q1 201714
QUALCOMM INC/DE 14140.02%0.87%1.55%Q2 2013Q3 201614
tru Independence LLC 860.00%0.06%0.08%Q4 2019Q2 202314
JAMES INVESTMENT RESEARCH INC 1130.00%0.00%0.00%Q2 2013Q4 201614
IEQ CAPITAL, LLC 1130.02%0.06%0.10%Q4 2019Q3 202314
GLG LLC 620.04%0.14%0.21%Q1 2014Q4 201714
ARGENT TRUST Co 14140.32%0.37%0.50%Q4 2014Q1 201814
Dai-ichi Life Holdings, Inc. 14140.05%0.23%0.60%Q2 2013Q3 201614
Strategic Wealth Partners, Ltd. 860.06%0.60%1.20%Q4 2017Q1 202314
Randolph Co Inc 14140.20%0.76%1.67%Q2 2020Q3 202314
6 Meridian 1040.02%0.75%2.00%Q1 2018Q4 202114
Ironwood Financial, llc 1310.00%0.00%0.00%Q3 2015Q3 202114
Capital Advisory Group Advisory Services, LLC 710.00%0.02%0.06%Q2 2018Q1 202214
Exchange Capital Management, Inc. 1310.00%0.31%0.70%Q4 2014Q3 201814
Spectrum Asset Management, Inc. (NB/CA) 14140.29%1.11%1.73%Q2 2020Q3 202314
DEERE & CO 14140.16%0.25%0.30%Q2 2013Q3 201614
Wealth Quarterback LLC 610.14%0.29%0.59%Q1 1987Q3 202314
VeraBank, N.A. 14140.08%0.14%0.18%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Rock Creek Group, LP 14140.01%0.08%0.54%Q2 2020Q3 202314
AlphaCrest Capital Management LLC 1220.02%0.24%1.11%Q1 2019Q3 202214
White Lighthouse Investment Management Inc. 14140.09%0.11%0.13%Q2 2020Q3 202314
Rampart Investment Management Company, LLC 14140.06%0.36%1.29%Q1 2017Q2 202014
Summit Trail Advisors, LLC 710.01%0.07%0.31%Q4 2017Q3 202314
Intersect Capital LLC 1010.06%0.09%0.15%Q4 2014Q2 202214
Ellis Investment Partners, LLC 14140.02%0.03%0.05%Q2 2019Q3 202214
XPONANCE, INC. 14140.06%0.10%0.16%Q2 2020Q3 202314
Pratt Collard Advisory Partners LLC 1040.14%0.20%0.24%Q4 2017Q2 202114
180 WEALTH ADVISORS, LLC 14140.05%0.09%0.26%Q1 2019Q2 202214
Zions Bancorporation 1220.01%0.17%1.23%Q1 2015Q3 201814
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1220.01%0.02%0.05%Q4 2019Q3 202314
ACADIA TRUST NA 14142.30%2.56%2.85%Q2 2013Q3 201614
Strategic Investment Advisors / MI 860.04%0.15%0.32%Q4 2018Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.01%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.01%0.52%1.07%Q2 2013Q3 201614
WESTPORT RESOURCES MANAGEMENT INC 14140.13%0.24%0.64%Q2 2013Q3 201614
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1110.01%0.02%0.03%Q1 2017Q2 202314
KAYNE ANDERSON CAPITAL ADVISORS LP 1220.00%0.77%1.28%Q3 2017Q3 202314
DELTA LLOYD NV 14140.02%0.08%0.13%Q2 2013Q3 201614
Selective Wealth Management, Inc. 1310.04%0.30%1.07%Q3 2018Q3 202214
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 14140.39%0.77%1.19%Q2 2020Q3 202314
Trilogy Capital Inc. 420.00%0.07%0.18%Q4 2017Q3 202314
Integrated Investment Consultants, LLC 770.11%0.16%0.20%Q1 2016Q3 201914
BANK HAPOALIM BM 860.04%0.11%0.20%Q4 2013Q3 201814
Global Financial Private Capital, Inc 14140.40%0.75%1.29%Q1 2017Q2 202014
MinichMacGregor Wealth Management, LLC 1310.02%0.11%0.91%Q4 2015Q4 202214
Beacon Pointe Advisors, LLC 14140.02%0.07%0.11%Q2 2020Q3 202314
MATHER GROUP, LLC. 14140.01%0.02%0.02%Q2 2020Q3 202314
Cowen Prime Services LLC 14140.17%0.32%0.82%Q2 2013Q3 201614
MOSELEY INVESTMENT MANAGEMENT INC 14140.11%0.22%0.36%Q1 2019Q2 202214
PIN OAK INVESTMENT ADVISORS INC 1040.00%0.01%0.02%Q4 2017Q3 202314
Neuberger Berman Canada ULC 1310.21%1.81%2.72%Q1 2014Q3 201714
BAKER BOYER NATIONAL BANK 810.11%0.36%1.30%Q2 2013Q3 202314
Elmwood Wealth Management, Inc. 820.02%0.24%0.50%Q2 2019Q3 202314
CAPITAL INTERNATIONAL LTD /CA/ 14140.03%0.05%0.11%Q1 2014Q2 201714
Capital International Sarl 14140.01%0.03%0.08%Q1 2014Q2 201714
GROUP ONE TRADING, L.P. 410.00%0.00%0.01%Q2 2013Q3 202114
SHINE INVESTMENT ADVISORY SERVICES INC 14140.02%0.03%0.03%Q2 2017Q3 202014
Platform Technology Partners 1040.10%0.26%0.50%Q1 2020Q3 202314
MONARCH CAPITAL MANAGEMENT INC/ 14140.08%0.09%0.10%Q3 2014Q4 201714
Pekin Hardy Strauss, Inc. 14140.04%0.05%0.07%Q1 2013Q2 201614
Live Oak Private Wealth LLC 14140.07%0.41%0.62%Q2 2020Q3 202314
DEPRINCE RACE & ZOLLO INC 14140.39%0.53%0.66%Q2 2020Q3 202314
Detalus Advisors, LLC 14140.15%0.23%0.36%Q2 2020Q3 202314
Cutter & CO Brokerage, Inc. 910.09%0.15%0.20%Q2 2013Q3 201714
Banque Cantonale Vaudoise 14140.09%0.18%0.49%Q4 2019Q1 202314
Penobscot Investment Management Company, Inc. 710.05%0.07%0.08%Q2 2014Q4 201814
AMG National Trust Bank 14140.04%0.06%0.08%Q2 2020Q3 202314
NOVARE CAPITAL MANAGEMENT LLC 14140.03%0.29%0.76%Q2 2020Q3 202314
Northeast Financial Consultants Inc 14140.07%0.08%0.10%Q2 2020Q3 202314
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.01%Q2 2017Q3 202313
Crossvault Capital Management LLC 13130.18%0.22%0.27%Q4 2013Q4 201613
PRINCETON CAPITAL MANAGEMENT INC 13130.17%0.27%0.39%Q3 2014Q3 201713
Brightworth 1030.02%0.06%0.09%Q3 2017Q2 202213
New Potomac Partners, LLC 1210.05%0.09%0.17%Q4 2017Q3 202113
EVOKE WEALTH, LLC 13130.00%0.01%0.03%Q3 2019Q3 202213
Stratos Investment Management, LLC 13130.23%0.32%0.41%Q3 2020Q3 202313
PEOPLES BANK /OH 13130.12%0.17%0.22%Q4 2015Q4 201813
Westover Capital Advisors, LLC 1030.12%0.28%1.67%Q3 2019Q4 202213
Truehand, Inc 13130.01%0.01%0.01%Q4 2018Q4 202113
Echo Street Capital Management LLC 510.00%0.12%0.46%Q1 2019Q2 202313
Leelyn Smith, LLC 13130.01%0.03%0.04%Q4 2019Q4 202213
MITCHELL CAPITAL MANAGEMENT CO 13130.09%0.29%0.44%Q4 2017Q4 202013
TSFG, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
CRA Financial Services, LLC 1120.08%0.12%0.15%Q4 2018Q3 202313
FRG Family Wealth Advisors LLC 13130.05%0.05%0.07%Q3 2020Q3 202313
Risk Paradigm Group, LLC 13130.09%0.21%0.33%Q1 2015Q1 201813
FIRST NIAGARA BANK 13130.09%0.12%0.16%Q2 2013Q2 201613
Parasol Investment Management, LLC 13130.04%0.11%0.16%Q4 2013Q4 201613
Greenline Partners, LLC 1210.06%0.29%0.62%Q4 2017Q3 202313
Te Ahumairangi Investment Management Ltd 13130.32%0.44%0.90%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.13%0.36%0.57%Q3 2020Q3 202313
KANALY TRUST CO 13130.33%0.40%0.48%Q4 2013Q4 201613
Daiwa SB Investments Ltd. 420.04%0.05%0.08%Q3 2014Q3 201813
QUANTUM CAPITAL MANAGEMENT 850.04%0.26%0.44%Q2 2013Q3 202013
Bath Savings Trust Co 1210.02%0.03%0.04%Q3 2019Q3 202313
Key FInancial Inc 1210.04%0.06%0.09%Q1 2020Q3 202313
CGN Advisors LLC 13130.13%0.18%0.28%Q4 2020Q4 202313
StrategIQ Financial Group, LLC 13130.04%0.04%0.06%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.14%0.18%0.22%Q3 2020Q3 202313
Ranch Capital Advisors Inc. 1210.13%0.18%0.29%Q3 2019Q4 202213
BFSG, LLC 760.06%0.13%0.30%Q1 2019Q3 202313
Kepos Capital LP 720.00%0.07%0.21%Q3 2017Q3 202313
Meridian Wealth Partners, LLC 760.01%0.05%0.08%Q4 2019Q3 202313
MUFG Securities EMEA plc 910.00%0.11%0.28%Q2 2018Q1 202213
FIRSTMERIT BANK N A TRUSTEE 13130.20%0.23%0.24%Q2 2013Q2 201613
Investors Capital Advisory Services 13130.15%0.21%0.27%Q2 2013Q2 201613
TFC Financial Management, Inc. 13130.01%0.02%0.03%Q3 2020Q3 202313
CORNERCAP INVESTMENT COUNSEL INC 610.03%0.44%0.68%Q4 2017Q2 202213
Greytown Advisors Inc. 13130.12%0.27%0.53%Q3 2020Q3 202313
WORLDQUANT MILLENNIUM ADVISORS LLC 760.01%0.09%0.18%Q1 2020Q2 202313
Elevated Capital Advisors, LLC 510.35%0.47%0.64%Q1 2019Q3 202313
CFM WEALTH PARTNERS LLC 1030.05%0.06%0.08%Q4 2019Q1 202313
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1030.03%0.08%0.14%Q1 2020Q3 202313
Guidant Wealth Advisors 13130.00%0.01%0.01%Q3 2016Q3 201913
CHARTER RESEARCH & INVESTMENT GROUP, INC. 1110.19%0.21%0.23%Q4 2014Q1 202313
HORIZON FINANCIAL SERVICES, LLC 13130.25%0.61%1.28%Q3 2020Q3 202313
Reitz Capital Advisors LLC 1210.21%0.33%0.46%Q2 2020Q3 202313
NORTHSTAR WEALTH PARTNERS LLC 13130.19%0.60%0.82%Q3 2017Q3 202013
EXCHANGE TRADED CONCEPTS, LLC 13130.01%0.10%0.40%Q4 2020Q4 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.52%0.58%0.65%Q3 2020Q3 202313
Providence First Trust Co 1030.12%0.36%0.92%Q4 2018Q1 202313
Redhawk Wealth Advisors, Inc. 1210.01%0.08%0.14%Q2 2019Q3 202313
Bell Rock Capital LLC 13130.04%0.07%0.11%Q4 2016Q4 201913
VSR Financial Services, Inc. 13130.10%0.16%0.28%Q2 2013Q2 201613
AM INVESTMENT STRATEGIES LLC 13130.08%0.10%0.13%Q3 2020Q3 202313
Pensionfund Sabic 13130.34%0.64%0.76%Q4 2015Q4 201813
Israel Discount Bank of New York 13130.15%0.20%0.31%Q1 2017Q1 202013
Holocene Advisors, LP 810.00%0.03%0.06%Q4 2018Q3 202313
Advisor OS, LLC 1120.05%0.18%0.36%Q2 2020Q3 202313
TRUST CO OF OKLAHOMA 710.08%0.11%0.14%Q4 2017Q4 202213
Founders Financial Alliance, LLC 13131.44%2.19%2.52%Q3 2020Q3 202313
LETKO, BROSSEAU & ASSOCIATES INC 13130.00%0.00%0.01%Q3 2020Q3 202313
SHUFRO ROSE & CO LLC 760.02%0.05%0.09%Q1 2018Q1 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.03%0.07%0.09%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.09%0.12%0.17%Q3 2020Q3 202313
GRIMES & COMPANY, INC. 1210.03%0.05%0.20%Q3 2013Q3 202313
AGRAN LIBBIE 850.05%0.09%0.29%Q2 2013Q1 201713
MCIA Inc 13130.26%0.69%1.02%Q3 2020Q3 202313
Jupiter Investment Management Ltd 910.00%0.17%0.89%Q1 2014Q3 201813
Kestra Advisory Services, LLC 13130.09%0.11%0.14%Q3 2020Q3 202313
Clark Capital Management Group, Inc. 610.01%0.14%0.35%Q2 2013Q3 202313
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1030.25%0.43%0.56%Q2 2020Q3 202313
PartnerRe Asset Management CORP 12120.15%0.19%0.22%Q2 2013Q1 201612
American Money Management, LLC 710.07%0.15%0.34%Q2 2016Q3 202312
MJP ASSOCIATES INC /ADV 12120.10%0.14%0.20%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.14%0.30%0.43%Q4 2020Q3 202312
Weiss Multi-Strategy Advisers LLC 510.04%0.26%0.67%Q4 2013Q3 202012
Octavia Wealth Advisors, LLC 12120.06%0.09%0.12%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.62%0.69%0.86%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.01%0.01%0.02%Q1 2019Q2 202212
SITTNER & NELSON, LLC 12120.07%0.19%0.28%Q4 2020Q3 202312
Aveo Capital Partners, LLC 1110.05%0.05%0.08%Q4 2016Q3 202312
IMPAX ASSET MANAGEMENT LLC 12120.01%0.02%0.03%Q4 2014Q3 201712
Wills Financial Group, Inc. 12120.15%0.28%0.40%Q4 2020Q3 202312
Sandbox Financial Partners, LLC 12120.16%0.38%0.48%Q4 2020Q3 202312
Brand Asset Management Group, Inc. 12120.00%0.02%0.06%Q2 2018Q1 202112
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.13%0.16%0.20%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.24%0.32%0.40%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.08%0.13%Q4 2018Q3 202112
TUCKER ASSET MANAGEMENT LLC 12120.02%0.04%0.16%Q4 2020Q3 202312
Electron Capital Partners, LLC 541.07%7.63%15.49%Q3 2015Q1 202012
Blackstart Capital LP 811.73%6.05%9.36%Q4 2016Q1 202012
Benin Management CORP 510.06%0.13%0.17%Q2 2013Q1 202212
Laidlaw Wealth Management LLC 12120.11%0.15%0.19%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 1010.07%0.08%0.12%Q4 2018Q3 202312
Tidal Investments LLC 12120.02%0.03%0.07%Q4 2020Q3 202312
Virtue Capital Management, LLC 710.03%0.12%0.32%Q4 2017Q1 202312
Stokes Family Office, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
CENTERSQUARE INVESTMENT MANAGEMENT LLC 12120.00%0.00%0.00%Q1 2018Q4 202012
AHL Partners LLP 930.01%0.21%0.85%Q3 2014Q3 201712
John W. Brooker & Co., CPAs 12120.02%0.02%0.02%Q4 2019Q3 202212
Tradition Wealth Management, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
INTERACTIVE FINANCIAL ADVISORS, INC. 660.00%0.00%0.01%Q2 2015Q4 202212
Flinton Capital Management LLC 12120.04%0.25%0.50%Q4 2016Q3 201912
Alliance Wealth Advisors, LLC 12120.27%0.37%0.43%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.06%0.09%0.20%Q4 2018Q3 202112
Trexquant Investment LP 410.02%0.16%0.39%Q4 2014Q1 202212
Intrua Financial, LLC 12120.12%0.20%0.38%Q2 2020Q1 202312
Braun-Bostich & Associates Inc. 12120.01%0.22%0.53%Q4 2017Q3 202012
Concord Wealth Partners 12120.13%0.21%0.41%Q4 2020Q3 202312
Beacon Capital Management, Inc. 910.00%0.00%0.00%Q4 2013Q2 201812
Glen Harbor Capital Management LLC 12120.02%0.09%0.19%Q4 2016Q3 201912
RUSSELL FRANK CO/ 12120.08%0.12%0.19%Q2 2013Q1 201612
CARL DOMINO INC 12120.13%0.16%0.22%Q2 2013Q1 201612
Redwood Investment Management, LLC 410.09%0.15%0.25%Q2 2018Q3 202312
Premier Fund Managers Ltd 930.05%0.07%0.09%Q2 2020Q3 202312
Annex Advisory Services, LLC 1110.01%0.02%0.04%Q4 2017Q3 202312
Wealth Dimensions Group, Ltd. 12120.44%0.63%0.93%Q4 2020Q3 202312
Gladstone Institutional Advisory LLC 1110.03%0.04%0.06%Q1 2020Q3 202312
IronBridge Private Wealth, LLC 12120.17%0.23%0.31%Q4 2020Q3 202312
Curi Wealth Management, LLC 12120.09%0.23%0.46%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.03%0.20%0.42%Q4 2016Q3 201912
LSV ASSET MANAGEMENT 930.00%0.02%0.04%Q3 2015Q3 202012
BCGM Wealth Management, LLC 12120.15%0.23%0.36%Q4 2020Q3 202312
Clarity Financial LLC 12120.08%1.33%2.76%Q4 2020Q3 202312
Weather Gauge Advisory, LLC 12120.90%1.01%1.12%Q4 2018Q3 202112
Landsberg, Bennett, & Dubbaneh LLC 12120.13%0.20%0.34%Q4 2018Q3 202112
CSat Investment Advisory, L.P. 12120.00%0.02%0.04%Q2 2018Q1 202112
Neuburgh Advisers LLC 12120.06%0.31%0.61%Q4 2016Q3 201912
SOA Wealth Advisors, LLC. 12120.00%0.01%0.01%Q4 2020Q3 202312
Almanack Investment Partners, LLC. 1110.03%0.06%0.14%Q1 2017Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.13%0.16%0.19%Q4 2020Q3 202312
EDGE ASSET MANAGEMENT, INC 12120.09%0.13%0.21%Q2 2013Q1 201612
Stokes Capital Advisors, LLC 620.07%0.22%0.39%Q4 2017Q3 202312
Berman Capital Advisors, LLC 12120.02%0.03%0.04%Q4 2018Q3 202112
TORTOISE CAPITAL ADVISORS, L.L.C. 12120.00%0.00%0.00%Q3 2016Q2 201912
Johnson Midwest Financial, LLC 12120.06%0.14%0.33%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12123.33%3.98%4.70%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.05%0.23%0.36%Q2 2013Q1 201612
CG Asset Management LLC 12120.08%0.13%0.26%Q1 2014Q4 201612
Siemens Fonds Invest GmbH 12120.27%0.37%0.51%Q4 2020Q3 202312
Regent Peak Wealth Advisors LLC 1110.06%0.08%0.11%Q3 2020Q3 202312
Capula Management Ltd 330.00%0.05%0.17%Q1 2021Q4 202212
Journey Advisory Group, LLC 12120.14%0.38%0.79%Q4 2020Q3 202312
Provident Wealth Management, LLC 1110.11%0.17%0.24%Q4 2019Q1 202312
Goepper Burkhardt LLC 12120.25%0.36%0.45%Q4 2020Q3 202312
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 12120.24%0.43%0.61%Q4 2014Q3 201712
American Research & Management Co. 1110.19%0.23%0.40%Q2 2018Q3 202212
AMERICAN NATIONAL BANK 810.00%0.01%0.03%Q3 2014Q3 202312
WOLFF WIESE MAGANA LLC 12120.88%1.13%1.44%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.51%0.68%0.89%Q4 2020Q3 202312
WBH ADVISORY INC 930.07%0.10%0.15%Q3 2020Q3 202312
Pasadena Private Wealth, LLC 12120.07%0.11%0.16%Q3 2020Q2 202312
TD Securities (USA) LLC 12120.10%0.26%0.32%Q2 2013Q1 201612
First Trust Direct Indexing L.P. 12120.14%0.18%0.22%Q4 2020Q3 202312
PrairieView Partners, LLC 12120.00%0.01%0.01%Q3 2020Q2 202312
Maryland State Retirement & Pension System 12120.11%0.19%0.46%Q4 2020Q3 202312
NAVELLIER & ASSOCIATES INC 12120.06%0.09%0.12%Q2 2020Q1 202312
Bayesian Capital Management, LP 210.08%0.28%0.74%Q1 2017Q3 202312
Cipher Capital LP 410.05%0.35%0.72%Q3 2013Q1 202312
LMR Partners LLP 310.02%0.07%0.20%Q3 2014Q1 202112
Southland Equity Partners LLC 12120.08%0.11%0.14%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.04%0.05%0.07%Q4 2020Q3 202312
Salomon & Ludwin, LLC 660.01%0.04%0.10%Q4 2018Q3 202312
SMITH HAYES Advisers, Inc 12120.23%0.34%0.58%Q2 2013Q1 201612
ABSHER WEALTH MANAGEMENT, LLC 910.04%0.08%0.16%Q4 2019Q3 202312
Alerus Investment Advisors Corp 12120.00%0.11%0.28%Q2 2013Q1 201612
Mayfair Advisory Group, LLC 12120.33%0.47%0.60%Q4 2020Q3 202312
Live Your Vision, LLC 1110.01%0.01%0.01%Q3 2015Q1 201912
Bay Harbor Wealth Management, LLC 12120.00%0.14%0.30%Q4 2018Q3 202112
Constitution Capital LLC 12121.46%1.91%2.70%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.03%0.05%0.07%Q4 2020Q3 202312
Red Wave Investments LLC 12120.08%0.11%0.15%Q4 2020Q3 202312
Renasant Bank 12120.26%0.31%0.38%Q4 2020Q3 202312
Birchcreek Wealth Management, LLC 12120.17%0.28%0.33%Q4 2020Q3 202312
Gray Wealth Management Inc. 12120.15%0.25%0.32%Q4 2020Q3 202312
Krilogy Financial LLC 1110.01%0.04%0.13%Q3 2015Q3 201812
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12120.12%0.27%0.36%Q4 2017Q3 202012
THORNBURG INVESTMENT MANAGEMENT INC 12120.00%0.75%1.07%Q2 2013Q1 201612
Accel Wealth Management 12120.16%0.24%0.38%Q4 2020Q3 202312
RATIONAL ADVISORS LLC 820.00%0.10%1.01%Q1 2018Q3 202312
CAMG Solamere Management, LLC 11110.09%0.26%0.45%Q4 2016Q2 201911
Addison Advisors LLC 1010.04%0.07%0.09%Q4 2020Q3 202311
Ohio National Investments, Inc. 11110.20%0.23%0.27%Q2 2013Q4 201511
Suncoast Equity Management 11110.05%0.07%0.09%Q3 2016Q1 201911
Koshinski Asset Management, Inc. 710.01%0.24%0.53%Q2 2016Q1 202211
Grandview Asset Management LLC 11110.07%0.84%1.31%Q1 2021Q3 202311
Cornerstone Advisors, LLC 510.01%0.25%0.46%Q4 2019Q3 202311
FOUNDERS FINANCIAL SECURITIES LLC 11110.20%0.22%0.26%Q1 2018Q3 202011
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.05%0.27%Q4 2013Q4 202111
CMG Global Holdings, LLC 11110.30%0.42%0.58%Q1 2021Q3 202311
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.56%1.02%1.60%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.04%0.06%0.15%Q4 2017Q2 202011
FIRETHORN WEALTH PARTNERS, LLC 830.29%0.38%0.44%Q4 2020Q3 202311
Colonial River Wealth Management, LLC 830.23%0.37%0.44%Q4 2020Q3 202311
OmniStar Financial Group, Inc. 910.22%0.62%0.78%Q1 2020Q3 202311
Jacobus Wealth Management, Inc. 11110.03%0.04%0.05%Q2 2013Q4 201511
Wilkinson Global Asset Management LLC 11110.05%0.06%0.08%Q1 2021Q3 202311
44 WEALTH MANAGEMENT LLC 11110.10%0.12%0.15%Q4 2020Q2 202311
Adalta Capital Management LLC 11110.07%0.35%0.52%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.10%0.11%0.16%Q1 2014Q1 201711
Greystone Financial Group, LLC 11111.57%1.91%2.50%Q1 2021Q3 202311
CERTUITY, LLC 11110.03%0.09%0.17%Q1 2021Q3 202311
WestEnd Advisors, LLC 650.00%1.50%3.38%Q1 2019Q3 202311
Orion Capital Management LLC 1010.01%0.01%0.01%Q4 2020Q3 202311
Summit Asset Management, LLC 11110.07%0.09%0.10%Q1 2021Q3 202311
Minot Wealth Management LLC 11110.09%0.12%0.18%Q4 2019Q2 202211
Bridgewater Wealth & Financial Management, LLC 11110.08%0.12%0.19%Q4 2014Q2 201711
Moisand Fitzgerald Tamayo, LLC 610.01%0.02%0.02%Q4 2015Q3 202311
Parkwood LLC 1010.04%0.06%0.10%Q4 2013Q1 201711
Grant/GrossMendelsohn, LLC 920.12%0.18%0.25%Q4 2020Q3 202311
Taylor, Cottrill LLC 11110.31%0.33%0.39%Q2 2013Q4 201511
Allegheny Financial Group LTD 1010.08%0.13%0.18%Q4 2020Q3 202311
WESTWOOD HOLDINGS GROUP INC 910.00%0.01%0.02%Q2 2017Q4 202211
Nachman Norwood & Parrott, Inc 11110.68%0.88%1.13%Q4 2018Q2 202111
MATRIX PRIVATE CAPITAL GROUP LLC 11110.11%0.13%0.15%Q4 2020Q2 202311
GSB Wealth Management, LLC 11110.17%0.33%0.47%Q1 2021Q3 202311
FLPUTNAM INVESTMENT MANAGEMENT CO 610.01%0.01%0.01%Q4 2019Q3 202311
Buckingham Capital Management, Inc. 11110.03%0.04%0.05%Q1 2021Q3 202311
COMERICA SECURITIES INC 11110.06%0.07%0.09%Q2 2016Q4 201811
Gerstein Fisher 830.02%0.04%0.05%Q4 2013Q3 201611
Commonwealth Financial Services, LLC 1010.06%0.16%0.44%Q4 2014Q3 202311
Mn Services Vermogensbeheer B.V. 11110.21%0.26%0.31%Q1 2016Q3 201811
CANANDAIGUA NATIONAL CORP 11110.35%0.47%0.72%Q2 2020Q4 202211
Rench Wealth Management, Inc. 11112.20%2.45%3.20%Q4 2013Q2 201611
Foundations Investment Advisors, LLC 11110.01%0.03%0.05%Q1 2021Q3 202311
DC Investments Management, LLC 11110.22%0.40%0.62%Q4 2017Q2 202011
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1010.03%0.05%0.17%Q4 2018Q3 202311
DUALITY ADVISERS, LP 510.18%0.50%1.14%Q4 2018Q2 202311
CHURCHILL MANAGEMENT Corp 520.01%0.09%0.19%Q3 2013Q3 202311
Northstar Advisory Group, LLC 830.14%0.19%0.24%Q4 2020Q3 202311
CreativeOne Wealth, LLC 11110.03%0.05%0.07%Q1 2021Q3 202311
Mezzasalma Advisors, LLC 1010.13%0.17%0.24%Q4 2020Q3 202311
ANALYTIC INVESTORS, LLC 11110.02%0.22%0.70%Q1 2014Q3 201611
Hennion & Walsh Asset Management, Inc. 11110.08%0.13%0.20%Q1 2021Q3 202311
OFI Advisors LLC 11110.13%0.23%0.35%Q1 2013Q3 201511
TECTONIC ADVISORS LLC 11110.07%0.23%0.38%Q1 2021Q3 202311
STRATTON MANAGEMENT CO 11110.10%0.18%0.36%Q2 2013Q4 201511
Spire Wealth Management 11110.03%0.05%0.07%Q1 2021Q3 202311
Foresight Wealth Management, LLC 540.00%0.10%0.22%Q4 2018Q2 202111
Piscataqua Savings Bank 11110.08%0.09%0.10%Q1 2021Q3 202311
Rollins Financial 830.12%0.31%0.44%Q4 2020Q3 202311
Pinnacle Summer Investments, Inc. 11110.00%0.03%0.05%Q2 2013Q4 201511
CCM INVESTMENT ADVISERS LLC 650.02%0.56%1.01%Q2 2013Q2 201811
TOEWS CORP /ADV 410.05%0.43%0.99%Q2 2016Q3 202311
CROFT-LEOMINSTER INC 11110.03%0.04%0.06%Q4 2013Q2 201611
PFG Advisors 11110.03%0.07%0.09%Q1 2021Q3 202311
MBA Advisors LLC 11110.27%0.36%0.51%Q1 2021Q3 202311
Financial Partners Group, Inc 11110.09%0.12%0.14%Q4 2020Q2 202311
YorkBridge Wealth Partners, LLC 11110.06%0.09%0.14%Q4 2016Q2 201911
COMMUNITY TRUST & INVESTMENT CO 740.02%0.03%0.05%Q2 2013Q1 202311
New Capital Management LP 11110.00%0.00%0.01%Q3 2018Q1 202111
Avion Wealth 11110.00%0.00%0.01%Q1 2021Q3 202311
Investors Research Corp 740.00%0.03%0.04%Q1 2019Q3 202311
Qtron Investments LLC 1010.07%0.20%0.35%Q1 2020Q2 202311
Lloyd Advisory Services, LLC. 1010.08%0.18%0.40%Q4 2019Q3 202311
Edgestream Partners, L.P. 310.01%0.17%0.40%Q2 2015Q1 202211
Palo Capital, Inc. 11110.68%0.92%1.38%Q2 2016Q4 201811
Clearview Wealth Advisors LLC 11110.04%0.06%0.08%Q4 2020Q2 202311
Arkfeld Wealth Strategies, L.L.C. 610.13%0.15%0.23%Q4 2019Q2 202310
Xact Kapitalforvaltning AB 10100.12%0.14%0.14%Q3 2016Q4 201810
Asset Planning Services, Ltd. 820.02%0.02%0.03%Q1 2017Q3 201910
Lumature Wealth Partners, LLC 10100.09%0.11%0.17%Q1 2021Q2 202310
ALPHASIMPLEX GROUP, LLC 640.13%0.20%0.35%Q1 2019Q3 202110
Seminole Management Co., Inc. 10101.66%2.04%2.67%Q2 2013Q3 201510
Ten Capital Wealth Advisors, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
Probity Advisors, Inc. 820.08%0.11%0.13%Q1 2021Q3 202310
HBK INVESTMENTS L P 610.00%0.06%0.11%Q3 2013Q4 201910
Hefty Wealth Partners 10100.03%0.04%0.04%Q4 2015Q1 201810
Marshall Financial Group LLC 10100.11%0.59%0.83%Q2 2021Q3 202310
Castleton Investment Management LLC 511.98%7.51%10.50%Q4 2015Q4 201810
Omnia Family Wealth, LLC 10100.00%0.00%0.01%Q4 2016Q1 201910
BALASA DINVERNO & FOLTZ LLC 10100.04%0.07%0.15%Q2 2020Q3 202210
HIGHBRIDGE CAPITAL MANAGEMENT LLC 610.01%0.44%1.20%Q2 2013Q2 201610
Trust CO of the Ozarks 10100.19%0.22%0.25%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.06%0.10%0.17%Q1 2021Q3 202310
Pinnacle Wealth Management Group, Inc. 10100.25%0.31%0.37%Q2 2021Q3 202310
Calvert Investment Management, Inc. 10100.09%0.31%1.08%Q2 2013Q3 201510
MONEY CONCEPTS CAPITAL CORP 820.32%0.68%1.48%Q4 2020Q3 202310
McGowan Group Asset Management, Inc. 10100.04%0.10%0.15%Q2 2021Q3 202310
Yorktown Management & Research Co Inc 410.04%0.22%0.44%Q2 2013Q4 202110
Arbor Wealth Management, LLC 730.06%1.77%2.97%Q4 2018Q4 202110
LNZ Capital LP 411.08%5.30%14.02%Q4 2016Q1 202110
RNC CAPITAL MANAGEMENT LLC 910.01%0.02%0.02%Q2 2016Q2 202310
TOBAM 910.19%1.89%3.16%Q2 2013Q3 201610
PDS Planning, Inc 910.03%0.04%0.07%Q1 2021Q3 202310
CHILDRESS CAPITAL ADVISORS, LLC 910.08%0.11%0.15%Q4 2020Q3 202310
Legacy Advisors, LLC 820.00%0.01%0.02%Q4 2016Q2 201910
Avestar Capital, LLC 710.01%0.03%0.06%Q4 2017Q3 202310
NATIONAL PENN INVESTORS TRUST CO /PA 10100.03%0.03%0.04%Q2 2013Q3 201510
Mint Tower Capital Management B.V. 440.00%0.20%0.44%Q4 2018Q3 201910
Venturi Wealth Management, LLC 810.01%0.02%0.05%Q4 2018Q3 202310
Bank of New Hampshire 10100.20%0.23%0.28%Q2 2021Q3 202310
Amundi 10100.05%0.07%0.08%Q2 2021Q3 202310
Accurate Wealth Management, LLC 10100.11%0.26%0.44%Q2 2021Q3 202310
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 640.01%0.09%0.17%Q4 2014Q3 202310
Virtus Investment Advisers, Inc. 550.05%0.15%0.56%Q3 2016Q3 202310
Pacific Center for Financial Services 10100.01%0.02%0.03%Q4 2016Q1 201910
West Family Investments, Inc. 10100.06%0.19%0.33%Q2 2021Q3 202310
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 10101.64%2.96%3.46%Q4 2019Q1 202210
Icon Wealth Partners, LLC 610.01%0.07%0.18%Q4 2017Q3 202310
Clear Perspectives Financial Planning, LLC 10100.00%0.01%0.02%Q4 2020Q1 202310
Lake Point Wealth Management 520.00%0.04%0.27%Q4 2018Q2 202210
Hillsdale Investment Management Inc. 10100.03%0.06%0.09%Q2 2013Q3 201510
BI Asset Management Fondsmaeglerselskab A/S 610.01%0.07%0.12%Q3 2019Q3 202310
Sterling Manor Financial, LLC 10100.22%0.32%0.38%Q4 2020Q1 202310
Sciencast Management LP 310.09%0.55%1.04%Q2 2016Q1 202310
Charter Oak Capital Management, LLC 10100.03%0.03%0.04%Q4 2020Q1 202310
Antonetti Capital Management LLC 910.06%0.08%0.10%Q2 2010Q3 202310
NatWest Group plc 10100.08%0.22%0.48%Q2 2013Q3 201510
ARGENT TRUST COMPANY, N.A. 10100.18%0.22%0.25%Q2 2013Q3 201510
Index Management Solutions, LLC 10100.00%0.03%0.09%Q2 2013Q3 201510
PEDDOCK CAPITAL ADVISORS, LLC 810.01%0.01%0.02%Q2 2017Q4 202010
SG3 Management, LLC 410.01%0.29%1.88%Q1 2021Q4 202210
CHUBB CORP 10101.00%1.07%1.19%Q2 2013Q3 201510
Crow Point Partners, LLC 310.03%0.47%2.10%Q1 2014Q3 201910
Dakota Wealth Management 910.03%0.06%0.12%Q2 2020Q3 202310
CITY NATIONAL BANK 10100.38%0.48%0.59%Q2 2013Q3 201510
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 510.00%0.12%1.05%Q2 2020Q2 202310
RITHOLTZ WEALTH MANAGEMENT 10100.02%0.03%0.05%Q2 2021Q3 202310
ACIMA PRIVATE WEALTH, LLC 10100.02%0.02%0.02%Q4 2019Q1 202210
Lavaca Capital LLC 10100.03%0.27%0.95%Q4 2018Q1 202110
BOK Financial Private Wealth, Inc. 10100.00%0.01%0.03%Q2 2021Q3 202310
LAKE STREET ADVISORS GROUP, LLC 420.02%0.03%0.03%Q4 2017Q2 202110
Financial Engines Advisors L.L.C. 510.00%0.00%0.00%Q4 2017Q3 202310
SIMPLEX TRADING, LLC 310.00%0.02%0.13%Q1 2015Q2 202310
Baldwin Investment Management, LLC 10100.12%0.17%0.20%Q2 2021Q3 202310
Human Investing LLC 10100.01%0.02%0.03%Q4 2018Q1 202110
Legg Mason Asset Management (Japan) Co., Ltd. 10100.74%0.92%1.14%Q1 2018Q2 202010
Ironsides Asset Advisors, LLC 820.39%0.44%0.51%Q2 2014Q4 201610
GPS Wealth Strategies Group, LLC 730.01%0.01%0.03%Q1 2021Q3 202310
Semper Trust Co. 910.37%0.44%0.59%Q2 2013Q4 201510
Deseret Mutual Benefit Administrators 10100.07%0.09%0.16%Q2 2021Q3 202310
Brookfield Asset Management 410.00%0.29%0.89%Q3 2018Q3 202310
Syverson Strege & Co 10100.01%0.01%0.02%Q4 2020Q1 202310
Bank Julius Baer & Co. Ltd, Zurich 10100.00%0.00%0.01%Q1 2020Q2 202210
Riggs Asset Managment Co. Inc. 810.00%0.00%0.00%Q2 2020Q1 202310
MID CONTINENT CAPITAL LLC/IL 10100.13%0.15%0.17%Q2 2013Q3 201510
Adams Chetwood Wealth Management LLC 10100.41%0.52%0.66%Q4 2019Q1 202210
EMFO, LLC 10100.05%0.05%0.06%Q2 2021Q3 202310
Alaethes Wealth LLC 910.13%0.24%0.45%Q1 2021Q3 202310
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC 10100.47%0.52%0.60%Q2 2013Q3 201510
TRUST DEPARTMENT MB FINANCIAL BANK N A 640.00%0.00%0.00%Q2 2013Q4 201710
G&S Capital LLC 10100.02%0.02%0.05%Q4 2017Q1 202010
TORRAY INVESTMENT PARTNERS LLC 630.06%0.10%0.13%Q2 2013Q4 20169
Douglas C. Lane & Associates, Inc. 990.01%0.01%0.02%Q2 2013Q2 20159
FCG ADVISORS, LLC 990.06%0.08%0.10%Q3 2018Q3 20209
CHECK CAPITAL MANAGEMENT INC/CA 410.02%0.02%0.03%Q1 2013Q3 20169
NEW YORK LIFE TRUST CO 510.03%0.11%0.26%Q3 2013Q1 20179
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 990.09%0.22%0.29%Q4 2020Q4 20229
NORTH STAR ASSET MANAGEMENT INC 710.01%0.03%0.03%Q1 2016Q4 20229
REINHART PARTNERS, LLC. 810.04%0.34%0.70%Q2 2013Q2 20169
C M BIDWELL & ASSOCIATES LTD 610.10%0.12%0.17%Q3 2019Q2 20229
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 991.52%1.97%2.44%Q4 2014Q4 20169
LEO BROKERAGE, LLC 520.05%0.12%0.23%Q3 2020Q2 20239
RBO & CO LLC 990.07%0.22%0.41%Q4 2016Q4 20189
CORNERSTONE ADVISORS INC 610.09%0.20%0.32%Q2 2013Q1 20199
SUSQUEHANNA TRUST & INVESTMENT CO 990.05%0.06%0.07%Q2 2013Q2 20159
WILKINS INVESTMENT COUNSEL INC 990.10%0.10%0.12%Q3 2021Q3 20239
Lafayette Investments 990.08%0.15%0.19%Q2 2021Q2 20239
Marshall Wace North America L.P. 410.00%0.07%0.27%Q2 2013Q3 20219
STONNINGTON GROUP, LLC 990.14%0.22%0.38%Q1 2021Q1 20239
BRIGHTON JONES LLC 810.01%0.02%0.04%Q4 2017Q3 20239
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 630.00%0.03%0.07%Q4 2018Q2 20229
Visium Asset Management, LP 810.01%0.09%0.49%Q2 2013Q3 20159
Stanford Investment Group, Inc. 990.02%0.02%0.06%Q4 2014Q4 20169
Boston Common Asset Management, LLC 990.01%0.01%0.02%Q4 2020Q4 20229
MANAGED ACCOUNT ADVISORS LLC 990.17%0.21%0.22%Q2 2013Q2 20159
Truepoint, Inc. 710.01%0.03%0.07%Q4 2015Q2 20239
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 540.07%0.49%0.83%Q1 2019Q4 20219
HRT FINANCIAL LP 210.01%0.05%0.22%Q3 2015Q2 20239
JOYN Advisors, Inc. 990.00%0.05%0.08%Q1 2018Q1 20209
St. James Investment Company, LLC 990.02%0.06%0.11%Q2 2014Q2 20169
Sarasin & Partners LLP 990.77%1.25%1.46%Q4 2014Q4 20169
Accredited Investors Inc. 610.02%0.05%0.06%Q3 2015Q1 20239
Krane Funds Advisors LLC 510.01%0.02%0.03%Q2 2020Q2 20239
New Harbor Financial Group, LLC 540.01%0.02%0.02%Q2 2013Q3 20159
Estate Counselors, LLC 810.01%0.01%0.01%Q2 2020Q3 20229
Newman Dignan & Sheerar, Inc. 990.04%0.08%0.10%Q3 2021Q3 20239
TIVERTON ASSET MANAGEMENT LLC 990.02%0.08%0.20%Q3 2017Q3 20199
CORTLAND ADVISERS LLC 630.58%0.77%1.32%Q2 2017Q3 20199
Vontobel Holding Ltd. 540.01%0.03%0.06%Q4 2020Q3 20239
Quantitative Systematic Strategies LLC 210.06%0.33%0.78%Q2 2015Q1 20209
Gideon Capital Advisors, Inc. 410.17%0.44%0.94%Q4 2013Q4 20199
Crosspoint Capital Strategies, LLC 990.01%0.23%0.78%Q4 2013Q4 20159
Trust Investment Advisors 990.97%1.13%1.46%Q3 2021Q3 20239
Peachtree Investment Advisors, Inc. 810.20%0.26%0.32%Q4 2013Q4 20169
HWG Holdings LP 210.00%0.42%2.06%Q4 2018Q3 20239
Sullivan, Bruyette, Speros & Blaney, LLC 990.01%0.01%0.02%Q1 2019Q1 20219
NumerixS Investment Technologies Inc 410.05%0.20%0.46%Q2 2015Q4 20199
Pinnacle Wealth Management Advisory Group, LLC 810.04%0.06%0.08%Q4 2019Q3 20239
Diversified Portfolios, Inc. 990.08%0.10%0.14%Q4 2020Q4 20229
Integrated Wealth Management 990.06%0.15%0.23%Q1 2015Q1 20179
Ken Stern & Associates, Inc. 990.14%0.17%0.27%Q3 2016Q3 20189
Stokes & Hubbell Capital Management, LLC 990.05%0.06%0.08%Q1 2017Q1 20199
Cornerstone Financial Partners, LLC 990.25%0.43%0.71%Q4 2015Q4 20179
Bridge Creek Capital Management LLC 990.07%0.09%0.10%Q3 2021Q3 20239
Centiva Capital, LP 410.01%0.06%0.17%Q2 2019Q2 20239
Perennial Advisors, LLC 990.01%0.01%0.01%Q4 2016Q4 20189
Johnson Financial Group, LLC 540.07%0.16%0.24%Q4 2016Q4 20219
MPS Loria Financial Planners, LLC 410.01%0.10%0.18%Q2 2017Q1 20219
Pinnacle Wealth Planning Services, Inc. 810.03%0.05%0.06%Q4 2020Q2 20239
Squar Milner Financial Services LLC 990.04%0.11%0.19%Q2 2018Q2 20209
Blueshift Asset Management, LLC 410.03%0.12%0.21%Q3 2019Q2 20239
LSP Investment Advisors, LLC 990.10%0.13%0.17%Q3 2021Q3 20239
LexAurum Advisors, LLC 990.06%0.08%0.10%Q3 2021Q3 20239
Castleview Partners, LLC 810.02%0.11%0.20%Q2 2021Q3 20239
Farmers & Merchants Trust Co of Long Beach 810.06%0.07%0.08%Q1 2021Q2 20239
Altium Wealth Management LLC 990.05%0.08%0.13%Q2 2020Q2 20229
AIGEN INVESTMENT MANAGEMENT, LP 510.05%0.29%1.10%Q1 2020Q1 20239
VisionPoint Advisory Group, LLC 810.00%0.60%1.08%Q1 2019Q3 20239
Kavar Capital Partners, LLC 310.00%0.07%0.19%Q4 2013Q3 20209
Quantinno Capital Management LP 630.05%0.15%0.56%Q4 2018Q3 20239
WealthOne, LLC 410.07%0.15%0.31%Q4 2018Q4 20229
Kozak & Associates, Inc. 990.03%0.05%0.06%Q3 2021Q3 20239
Summit Financial, LLC 990.04%0.06%0.09%Q3 2021Q3 20239
Pacific Wealth Strategies Group, Inc. 990.09%0.29%0.64%Q1 2020Q1 20229
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 630.04%0.19%0.33%Q3 2020Q3 20239
Americana Partners, LLC 810.00%0.11%0.21%Q4 2019Q3 20239
Professional Financial Advisors, LLC 990.01%0.01%0.02%Q3 2020Q3 20229
PFG Private Wealth Management, LLC 990.02%0.06%0.08%Q3 2021Q3 20239
Tatro Capital, LLC 630.18%0.31%0.45%Q4 2019Q1 20229
Essex Private Wealth Management, LLC 990.40%0.50%0.62%Q4 2019Q4 20219
NovaPoint Capital, LLC 990.09%0.25%0.39%Q3 2021Q3 20239
Berkshire Bank 990.06%0.07%0.09%Q3 2020Q3 20229
Oak Harvest Investment Services 510.05%0.46%1.28%Q4 2020Q3 20239
ForthRight Wealth Management, LLC 810.12%0.16%0.19%Q4 2020Q3 20239
Lokken Investment Group LLC 610.15%0.17%0.18%Q1 2012Q1 20239
Latitude Advisors, LLC 990.08%0.19%0.26%Q3 2021Q3 20239
OneAscent Wealth Management LLC 990.14%0.32%1.20%Q3 2021Q3 20239
Bickling Financial Services, Inc. 990.11%0.14%0.17%Q4 2020Q4 20229
MBL Wealth, LLC 720.05%0.09%0.12%Q4 2020Q3 20239
Robbins Farley 510.03%0.03%0.04%Q1 2021Q3 20239
Valley Brook Capital Group, Inc. 720.17%0.20%0.21%Q4 2020Q1 20239
Eagle Bay Advisors LLC 630.00%0.01%0.06%Q2 2021Q3 20239
JB Capital LLC 990.02%0.05%0.12%Q3 2021Q3 20239
ARS Wealth Advisors Group, LLC 991.22%1.46%1.75%Q3 2021Q3 20239
Agate Pass Investment Management, LLC 990.36%0.48%0.61%Q4 2021Q4 20239
High Net Worth Advisory Group LLC 990.26%0.31%0.36%Q4 2021Q4 20239
Point72 Middle East FZE 440.01%0.06%0.31%Q4 2022Q3 20239
COZAD ASSET MANAGEMENT INC 810.02%0.05%0.07%Q3 2019Q3 20239
SEARLE & CO. 630.02%0.08%0.13%Q4 2014Q3 20239
BECKER CAPITAL MANAGEMENT INC 810.01%0.01%0.01%Q1 2018Q4 20229
GAMCO INVESTORS, INC. ET AL 720.00%0.01%0.01%Q2 2013Q1 20239
M&G INVESTMENT MANAGEMENT LTD 810.00%0.00%0.00%Q4 2019Q1 20229
NORTHCAPE WEALTH MANAGEMENT, LLC 880.38%0.49%0.56%Q4 2021Q3 20238
Bank of Kentucky, Inc. 881.85%2.07%2.47%Q2 2013Q1 20158
CCLA Investment Management 880.03%0.08%0.31%Q2 2020Q1 20228
JCIC Asset Management Inc. 620.00%0.00%0.01%Q1 2015Q1 20228
EUDAIMONIA ADVISORS LLC 880.37%0.43%0.50%Q4 2021Q3 20238
FourThought Financial, LLC 880.23%0.27%0.35%Q4 2020Q3 20228
Spinnaker Investment Group, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
Widmann Financial Services, Inc. 880.68%0.81%0.91%Q4 2021Q3 20238
MKT Advisors LLC 880.24%0.30%0.37%Q4 2021Q3 20238
NCM Capital Management, LLC 880.24%0.28%0.36%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.10%0.13%0.17%Q4 2021Q3 20238
Carson Advisory Inc. 881.51%1.87%2.09%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.03%0.07%0.12%Q4 2021Q3 20238
TCWP LLC 880.22%0.41%0.74%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.24%0.31%0.36%Q4 2021Q3 20238
Keene & Associates, Inc. 882.19%2.57%3.00%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.01%0.03%0.05%Q4 2021Q3 20238
KENFARB & CO. 880.06%0.07%0.08%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.65%1.07%1.32%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.03%0.07%0.18%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.03%0.04%0.07%Q4 2020Q3 20228
C2C Wealth Management, LLC 880.06%0.09%0.10%Q4 2021Q3 20238
HB Wealth Management, LLC 880.08%0.10%0.11%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.24%0.31%0.42%Q2 2013Q1 20158
AXXCESS WEALTH MANAGEMENT, LLC 880.05%0.08%0.12%Q4 2021Q3 20238
BOSTON FAMILY OFFICE LLC 880.03%0.04%0.05%Q2 2013Q1 20158
Sterling Investment Counsel, LLC 880.17%0.23%0.32%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.39%0.46%0.51%Q4 2021Q3 20238
Allegis Investment Advisors, LLC 880.07%0.17%0.28%Q4 2015Q3 20178
FIRST COMMUNITY TRUST NA 880.04%0.06%0.07%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.15%0.21%0.27%Q4 2021Q3 20238
Watchman Group, Inc. 880.20%0.31%0.47%Q4 2019Q3 20218
Destiny Wealth Partners, LLC 620.00%0.01%0.01%Q4 2020Q4 20228
Cedar Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Boothe Investment Group, Inc. 710.31%0.49%0.62%Q2 2018Q2 20208
Hendershot Investments Inc. 880.07%0.09%0.11%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.88%1.30%1.51%Q4 2021Q3 20238
CLINTON GROUP INC 210.03%0.29%0.75%Q3 2013Q4 20178
Visionary Asset Management, Inc. 710.09%0.80%0.98%Q1 2016Q4 20188
GANTZERT INVESTMENT CO LLC /ADV 880.01%0.01%0.02%Q4 2018Q3 20208
Schechter Investment Advisors, LLC 880.07%0.10%0.12%Q4 2021Q3 20238
Delos Wealth Advisors, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
BHF Kleinwort Benson Group S.A. 710.02%0.16%0.65%Q1 2014Q1 20168
Railway Pension Investments Ltd 880.25%0.32%0.49%Q4 2018Q3 20208
Rise Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Vantage Financial Partners, LLC 880.08%0.13%0.17%Q4 2021Q3 20238
Stephens Consulting, LLC 880.06%0.12%0.17%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.15%0.17%0.19%Q4 2021Q3 20238
Caption Management, LLC 320.01%0.10%0.27%Q2 2021Q4 20228
Quadrature Capital Ltd 320.12%0.42%1.09%Q4 2017Q2 20208
Optimal Asset Management, Inc. 880.29%0.33%0.43%Q4 2019Q3 20218
Mechanics Financial Corp 880.05%0.06%0.06%Q4 2021Q3 20238
ExodusPoint Capital Management, LP 410.00%0.49%1.06%Q4 2019Q3 20238
FIDUCIARY SERVICES CORP/GA 880.22%0.26%0.29%Q2 2013Q1 20158
WEST BANCORPORATION INC 440.07%0.09%0.10%Q4 2019Q3 20228
KRAEMATON INVESTMENT ADVISORS, INC 880.29%0.34%0.41%Q4 2021Q3 20238
City State Bank 880.08%0.08%0.10%Q4 2021Q3 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.02%0.10%0.18%Q2 2013Q1 20158
Connectus Wealth, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.14%0.30%0.52%Q2 2013Q1 20158
OAK HARBOR WEALTH PARTNERS, LLC 880.50%0.63%0.77%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.01%0.01%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
Alpha Paradigm Partners, LLC 880.01%0.04%0.06%Q1 2021Q4 20228
TrueWealth Advisors, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.31%0.42%0.52%Q4 2021Q3 20238
Evolution Wealth Advisors, LLC 610.00%0.00%0.00%Q2 2019Q3 20218
PDT Partners, LLC 310.05%0.32%0.58%Q2 2013Q1 20168
THOMASPARTNERS, INC. 880.00%0.01%0.02%Q2 2013Q1 20158
Burleson & Company, LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Revolve Wealth Partners, LLC 880.07%0.11%0.14%Q4 2021Q3 20238
U.S. Capital Wealth Advisors, LLC 880.01%0.28%0.62%Q4 2021Q3 20238
Gary Goldberg Planning Services Inc 880.99%2.69%3.55%Q1 2013Q4 20148
WULFF, HANSEN & CO. 880.70%0.84%0.97%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.00%0.01%0.02%Q4 2019Q3 20218
Nuveen Fund Advisors, LLC 880.13%0.28%0.45%Q2 2016Q1 20188
Camelot Portfolios, LLC 880.28%0.34%0.38%Q1 2017Q4 20188
Confluence Wealth Services, Inc. 880.18%0.34%0.60%Q4 2021Q3 20238
Keebeck Wealth Management, LLC 310.00%0.06%0.11%Q4 2019Q1 20238
JACOBS & CO/CA 440.06%0.15%0.27%Q2 2013Q3 20158
SILVERLAKE WEALTH MANAGEMENT LLC 880.24%0.29%0.34%Q4 2021Q3 20238
LVW Advisors, LLC 710.08%0.16%0.21%Q3 2017Q3 20238
Argyle Capital Management Inc. 881.28%1.39%1.52%Q4 2021Q3 20238
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 610.01%0.06%0.10%Q3 2013Q2 20188
McDonough Capital Management, Inc 880.24%0.32%0.39%Q4 2021Q3 20238
TLWM 880.22%0.28%0.32%Q1 2019Q4 20208
Cerebellum GP, LLC 320.01%0.17%0.30%Q4 2017Q3 20208
FIRST NATIONAL BANK SIOUX FALLS 880.01%0.03%0.06%Q4 2014Q3 20168
Byrne Asset Management LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.03%0.09%0.12%Q1 2014Q4 20158
WFA Asset Management Corp 880.05%0.06%0.07%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
PFS Partners, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
STONE RUN CAPITAL, LLC 880.08%0.10%0.12%Q1 2021Q4 20228
Rainsberger Wealth Advisors, Inc. 880.36%0.53%0.62%Q4 2021Q3 20238
ALPHA WINDWARD LLC 620.01%0.05%0.28%Q4 2016Q3 20208
BAIRD ROBERT W & CO INC /WI/ 880.04%0.07%0.10%Q2 2013Q1 20158
TI-TRUST, INC 881.72%1.97%2.28%Q4 2021Q3 20238
Quent Capital, LLC 880.02%0.11%0.15%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.24%0.27%0.29%Q4 2014Q3 20168
DMC Group, LLC 880.26%0.38%0.48%Q4 2021Q3 20238
Kellett Wealth Advisors, LLC 880.74%0.91%1.29%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.06%0.07%0.09%Q3 2021Q2 20238
RE Dickinson Investment Advisors, LLC 880.01%0.04%0.06%Q4 2021Q3 20238
REUTER JAMES WEALTH MANAGEMENT, LLC 880.43%0.82%1.50%Q4 2021Q3 20238
Employers Holdings, Inc. 880.07%0.58%0.84%Q2 2019Q1 20218
Santori & Peters, Inc. 410.01%0.38%0.52%Q4 2017Q4 20208
Claraphi Advisory Network, LLC 710.06%0.14%0.22%Q1 2020Q3 20228
Hoxton Financial, Inc. 880.05%0.17%0.30%Q2 2013Q1 20158
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 410.04%0.06%0.08%Q4 2020Q3 20238
Metis Global Partners, LLC 880.15%0.18%0.20%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.03%0.04%0.06%Q4 2021Q3 20238
Knuff & Co LLC 880.05%0.07%0.09%Q4 2021Q3 20238
Westchester Capital Management, Inc. 530.00%0.01%0.03%Q2 2013Q1 20218
Firestone Capital Management 880.05%0.06%0.07%Q4 2019Q3 20218
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 881.67%2.02%2.46%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.03%0.04%0.04%Q4 2021Q3 20238
VERUS CAPITAL PARTNERS, LLC 510.03%0.05%0.07%Q4 2019Q3 20238
Cross Staff Investments Inc 880.56%0.70%0.84%Q4 2021Q3 20238
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2013Q3 20238
Waldron Private Wealth LLC 710.01%0.02%0.02%Q3 2019Q3 20238
Mystic Asset Management, Inc. 880.48%0.59%0.71%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.30%0.31%0.33%Q2 2013Q1 20158
CarsonAllaria Wealth Management, Ltd. 880.24%0.30%0.35%Q4 2021Q3 20238
Ascent Group, LLC 880.33%0.42%0.62%Q4 2021Q3 20238
WealthTrust Fairport, LLC 710.00%0.01%0.01%Q2 2013Q1 20198
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.02%0.02%0.03%Q1 2019Q4 20208
BlueCrest Capital Management Ltd 210.01%0.04%0.11%Q4 2014Q2 20188
Core Alternative Capital 880.00%0.01%0.02%Q4 2021Q3 20238
Curbstone Financial Management Corp 880.11%0.13%0.15%Q2 2020Q1 20228
HORIZON BANCORP INC /IN/ 440.01%0.24%0.50%Q4 2019Q3 20238
CARLSON CAPITAL L P 410.28%0.49%0.80%Q4 2013Q1 20208
Beacon Harbor Wealth Advisors, Inc. 531.32%1.73%2.28%Q2 2019Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.25%0.32%0.38%Q4 2021Q3 20238
Mill Capital Management, LLC 880.20%0.34%0.44%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.07%0.09%0.11%Q4 2021Q3 20238
Peregrine Asset Advisers, Inc. 530.18%0.49%1.12%Q1 2018Q3 20238
B. Metzler seel. Sohn & Co. AG 880.02%0.06%0.08%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.12%0.16%0.21%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.19%0.23%0.27%Q4 2021Q3 20238
Covestor Ltd 880.02%0.05%0.10%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.18%0.24%0.30%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.10%0.13%0.18%Q4 2021Q3 20238
Wedmont Private Capital 880.07%0.10%0.14%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 880.20%0.24%0.28%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.31%0.37%0.43%Q4 2021Q3 20238
Stiles Financial Services Inc 880.51%0.62%0.69%Q4 2021Q3 20238
JASINKIEWICZ CAPITAL MANAGEMENT, LP 520.36%1.01%2.12%Q2 2013Q1 20157
SILVER OAK SECURITIES, INCORPORATED 770.12%0.17%0.22%Q1 2022Q3 20237
M. Kraus & Co 770.08%0.09%0.10%Q1 2022Q3 20237
Bluefin Trading, LLC 310.00%0.06%0.18%Q4 2014Q2 20207
Capital Advantage, Inc. 310.06%0.07%0.07%Q3 2016Q1 20217
Palisades Hudson Asset Management, L.P. 770.13%0.18%0.23%Q4 2015Q2 20177
Pearl River Capital, LLC 310.07%0.44%1.20%Q4 2019Q1 20237
Ahrens Investment Partners LLC 310.06%0.09%0.10%Q2 2017Q1 20237
Hamilton Capital, LLC 520.02%0.05%0.13%Q1 2019Q4 20227
Mathes Company, Inc. 770.15%0.17%0.19%Q1 2019Q3 20207
Placemark Investments, Inc. 770.08%0.11%0.16%Q2 2013Q4 20147
Alaska Permanent Fund Corp 520.00%0.07%0.11%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.07%0.10%0.12%Q1 2022Q3 20237
Canal Capital Management, LLC 770.06%0.51%1.15%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.01%0.01%Q4 2021Q3 20237
Capital Innovations LLC 770.45%0.82%1.46%Q1 2015Q3 20167
WISCONSIN CAPITAL MANAGEMENT LLC 770.23%0.26%0.29%Q2 2013Q4 20147
CrestPoint Capital Management, LLC 770.41%0.63%0.78%Q4 2013Q2 20157
BESSEMER SECURITIES LLC 430.30%0.54%0.79%Q3 2014Q3 20237
Cassia Capital Partners, LLC 410.19%0.37%0.52%Q4 2020Q3 20237
HOWARD CAPITAL MANAGEMENT 610.04%0.05%0.05%Q4 2013Q2 20167
Lineweaver Wealth Advisors, LLC 770.07%0.19%0.25%Q1 2022Q3 20237
Landmark Bank 770.08%0.23%0.30%Q2 2018Q4 20197
HOERTKORN RICHARD CHARLES 770.00%0.00%0.00%Q4 2013Q2 20157
Blackston Financial Advisory Group, LLC 770.26%0.32%0.40%Q4 2021Q2 20237
GHP Investment Advisors, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Y-Intercept (Hong Kong) Ltd 410.08%0.21%0.30%Q4 2020Q2 20237
PROFFITT & GOODSON INC 770.00%0.00%0.00%Q1 2020Q3 20217
Lebenthal Holdings,LLC 770.11%0.21%0.61%Q4 2014Q2 20167
HAZLETT, BURT & WATSON, INC. 770.10%0.12%0.14%Q1 2022Q3 20237
EVERETT HARRIS & CO /CA/ 310.01%0.01%0.01%Q4 2014Q4 20197
AJO, LP 510.00%0.01%0.05%Q2 2014Q1 20207
Gyon Technologies Capital Management, LP 210.16%0.92%2.84%Q4 2019Q2 20227
Tyler-Stone Wealth Management 520.06%0.11%0.17%Q4 2021Q3 20237
Fund Management at Engine No. 1 LLC 770.15%0.19%0.22%Q1 2022Q3 20237
Savior LLC 770.02%0.03%0.04%Q4 2019Q2 20217
Cohen Capital Management, Inc. 770.52%0.60%0.67%Q1 2022Q3 20237
TCF National Bank 770.12%0.13%0.15%Q3 2019Q1 20217
Sunflower Bank, N.A. 770.06%0.08%0.11%Q4 2020Q2 20227
NorthCoast Asset Management LLC 770.01%0.02%0.04%Q1 2020Q3 20217
MBM Wealth Consultants, LLC 770.01%0.02%0.02%Q1 2021Q3 20227
WealthPlan Investment Management, LLC 610.00%0.05%0.06%Q1 2022Q4 20237
Sargent Investment Group, LLC 510.05%0.09%0.12%Q4 2018Q4 20227
Campion Asset Management 430.36%0.41%0.46%Q1 2021Q3 20237
QUANTRES ASSET MANAGEMENT Ltd 310.27%0.58%1.16%Q3 2016Q1 20197
Texan Capital Management 610.09%0.32%0.39%Q2 2013Q2 20167
Dominick & Dominick LLC 770.27%0.42%0.47%Q2 2013Q4 20147
Greenfield Savings Bank 770.70%0.80%0.93%Q2 2022Q4 20237
Cerro Pacific Wealth Advisors LLC 770.13%0.43%0.66%Q3 2021Q1 20237
Weaver Consulting Group 770.02%0.02%0.02%Q1 2019Q3 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.17%0.21%0.32%Q2 2013Q4 20147
Ethic Inc. 770.03%0.05%0.09%Q1 2022Q3 20237
InterOcean Capital Group, LLC 770.02%0.04%0.07%Q1 2022Q3 20237
FIRST CITIZENS BANCORPORATION INC 770.28%0.70%1.24%Q2 2013Q4 20147
Rudd International, Inc. 771.82%2.09%2.37%Q4 2018Q2 20207
ICA Group Wealth Management, LLC 770.11%0.24%0.39%Q1 2022Q3 20237
Capital Planning Advisors, LLC 210.05%0.11%0.27%Q1 2015Q4 20207
Ashburton (Jersey) Ltd 770.01%0.03%0.05%Q2 2019Q4 20207
LCM Capital Management Inc 770.16%0.21%0.24%Q4 2021Q2 20237
OLD DOMINION CAPITAL MANAGEMENT INC 770.14%0.33%0.42%Q1 2020Q3 20217
My Legacy Advisors, LLC 770.36%0.44%0.51%Q1 2022Q3 20237
BRIDGEWAY CAPITAL MANAGEMENT, LLC 430.14%0.34%0.62%Q1 2014Q3 20187
HM Capital Management, LLC 430.16%0.55%1.07%Q4 2020Q3 20227
L.M. KOHN & COMPANY 770.17%0.19%0.21%Q1 2022Q3 20237
abrdn Investment Management Ltd 770.00%0.01%0.01%Q2 2013Q4 20147
RELIANCE TRUST CO 770.45%0.60%0.66%Q2 2013Q4 20147
DARK FOREST CAPITAL MANAGEMENT LP 410.00%0.03%0.08%Q2 2021Q2 20237
Buttonwood Financial Advisors Inc. 770.19%0.30%0.40%Q1 2022Q3 20237
Wealth Advisory Solutions, LLC 610.06%0.25%0.54%Q3 2021Q2 20237
United Capital Management of KS, Inc. 770.78%0.93%1.19%Q3 2018Q1 20207
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.01%0.04%Q1 2021Q4 20227
Outlook Wealth Advisors, LLC 610.08%0.33%0.64%Q4 2018Q3 20207
Alley Investment Management Company, LLC 770.28%0.48%0.74%Q1 2022Q3 20237
Winthrop Partners - WNY, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
MFA WEALTH ADVISORS, LLC 770.44%0.47%0.50%Q1 2022Q3 20237
ELEMENT CAPITAL MANAGEMENT LLC 310.03%0.45%0.71%Q3 2018Q3 20237
SHAPIRO ROBERT N 770.10%0.12%0.14%Q2 2013Q4 20147
LOCKERMAN FINANCIAL GROUP, INC. 770.54%0.63%0.81%Q4 2021Q2 20237
FOUNDERS BANK & TRUST 770.01%0.01%0.02%Q2 2013Q4 20147
Schooner Investment Group, LLC. 770.25%0.48%0.94%Q1 2015Q3 20167
Cladis Investment Advisory, LLC 430.20%0.22%0.27%Q4 2021Q3 20237
CPWM, LLC 770.04%0.06%0.07%Q4 2015Q2 20177
Cyrus J. Lawrence, LLC 770.00%0.03%0.07%Q1 2022Q3 20237
Paragon Capital Management Ltd 310.01%0.17%0.33%Q1 2017Q4 20217
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
HOLLENCREST CAPITAL MANAGEMENT 430.01%0.03%0.05%Q1 2014Q3 20237
SFMG, LLC 610.02%0.04%0.08%Q2 2014Q1 20237
Edge Advisors, LLC 770.02%0.03%0.04%Q4 2016Q2 20187
Treasure Coast Financial Planning 770.27%0.33%0.38%Q4 2021Q2 20237
Beaird Harris Wealth Management, LLC 520.02%0.04%0.07%Q4 2021Q3 20237
Magnus Financial Group LLC 610.02%0.03%0.04%Q1 2019Q4 20207
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.02%0.04%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.08%0.10%0.13%Q1 2022Q3 20237
First Western Trust Bank 770.01%0.02%0.02%Q1 2022Q3 20237
SC&H Financial Advisors, Inc. 770.07%0.12%0.18%Q4 2021Q2 20237
AIA Group Ltd 610.01%0.05%0.09%Q4 2020Q1 20237
Absolute Return Capital, LLC 410.02%0.20%0.43%Q2 2013Q3 20157
RPg Family Wealth Advisory, LLC 610.02%0.03%0.04%Q1 2016Q1 20187
Ridgewood Investments LLC 410.00%0.14%0.21%Q1 2019Q2 20237
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 610.09%0.12%0.17%Q4 2020Q3 20237
Regent Investment Management LLC 410.06%0.09%0.16%Q3 2013Q4 20227
FOX RUN MANAGEMENT, L.L.C. 110.12%0.27%0.57%Q1 2016Q3 20237
TCG Advisors, LP 770.56%0.62%0.70%Q4 2018Q2 20207
Clear Perspective Advisors, LLC 770.02%0.04%0.05%Q4 2016Q2 20187
SENTINEL TRUST CO LBA 770.41%0.48%0.56%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.00%0.04%0.08%Q4 2017Q2 20217
Mitsubishi UFJ Securities Holdings Co., Ltd. 770.00%0.06%0.38%Q1 2017Q3 20187
KMS FINANCIAL SERVICES, INC 660.07%0.44%0.66%Q2 2013Q3 20146
Bradley & Co. Private Wealth Management, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Fortress Wealth Group, LLC 660.15%0.19%0.25%Q2 2022Q3 20236
Regency Capital Management Inc.\DE 660.03%0.03%0.05%Q1 2021Q2 20226
Wilson, Kemp & Associates, Inc. 661.39%1.83%2.79%Q2 2013Q3 20146
O'Shares Investment Advisers, LLC 660.46%0.51%0.54%Q4 2018Q1 20206
Corsicana & Co. 660.36%0.42%0.50%Q2 2021Q3 20226
HFR Wealth Management, LLC 510.06%0.06%0.07%Q2 2021Q4 20226
Port Capital LLC 660.03%0.03%0.04%Q1 2018Q2 20196
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.15%0.17%0.20%Q2 2022Q3 20236
COOK WEALTH MANAGEMENT GROUP LLC 660.18%0.23%0.28%Q2 2022Q3 20236
Steward Financial Group LLC 410.00%0.00%0.01%Q4 2021Q3 20236
Operose Advisors LLC 510.01%0.02%0.05%Q4 2021Q3 20236
New Millennium Group LLC 660.09%0.13%0.16%Q2 2022Q3 20236
Sonora Investment Management Group, LLC 330.02%0.02%0.03%Q1 2022Q3 20236
Czech National Bank 660.19%0.21%0.25%Q3 2022Q4 20236
Swaine & Leidel Wealth Services, LLC 410.19%2.24%3.06%Q2 2020Q1 20226
FORA Capital, LLC 310.06%0.37%0.67%Q4 2019Q2 20236
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
Ferris Capital, LLC 510.01%0.02%0.03%Q2 2017Q1 20196
MAVERICK CAPITAL LTD 310.00%0.01%0.03%Q1 2020Q3 20236
Unigestion Holding SA 660.21%0.45%0.75%Q2 2018Q3 20196
Neo Ivy Capital Management 110.44%0.85%1.17%Q4 2019Q2 20236
Stifel Trust Company, N.A. 660.05%0.07%0.12%Q2 2013Q3 20146
Lloyds Banking Group plc 660.11%0.19%0.34%Q2 2013Q3 20146
LOMBARDIA CAPITAL PARTNERS LLC 660.33%0.38%0.44%Q2 2013Q3 20146
FIELDPOINT PRIVATE ADVISORS, INC 510.13%0.55%0.79%Q2 2013Q1 20176
BLUESTEIN R H & CO LLC 330.01%0.02%0.04%Q2 2013Q4 20166
Black Diamond Financial, LLC 660.06%0.08%0.09%Q1 2022Q2 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.03%0.03%0.04%Q2 2015Q3 20166
Westbourne Investment Advisors, Inc. 660.14%0.22%0.31%Q4 2021Q1 20236
Prostatis Group LLC 660.13%0.20%0.31%Q1 2022Q2 20236
ETF MANAGERS GROUP, LLC 660.01%0.02%0.04%Q1 2019Q2 20206
Ellevest, Inc. 420.00%0.00%0.01%Q1 2019Q3 20206
SEI TRUST CO 660.02%0.03%0.04%Q2 2013Q3 20146
JUPITER ASSET MANAGEMENT LTD 420.01%0.03%0.06%Q4 2020Q3 20226
US FINANCIAL ADVISORS, LLC 660.02%0.04%0.05%Q4 2014Q1 20166
S.E.E.D. Planning Group LLC 510.20%0.26%0.31%Q4 2019Q2 20216
1919 Investment Counsel, LLC 660.09%0.09%0.10%Q2 2013Q3 20146
MCDONALD PARTNERS LLC 510.00%0.06%0.08%Q4 2020Q2 20226
Magnetar Financial LLC 210.01%0.02%0.04%Q1 2018Q2 20236
CANTOR FITZGERALD, L. P. 660.28%0.32%0.36%Q2 2022Q3 20236
Shulman DeMeo Asset Management LLC 420.06%0.07%0.10%Q3 2019Q1 20216
LEVIN CAPITAL STRATEGIES, L.P. 660.02%0.04%0.05%Q2 2013Q3 20146
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Hirtle Callaghan & Co LLC 660.01%0.01%0.02%Q3 2013Q4 20146
Numeric Investors LLC 310.00%0.01%0.03%Q1 2014Q4 20176
ClariVest Asset Management LLC 210.00%0.00%0.00%Q3 2014Q3 20236
Kohmann Bosshard Financial Services, LLC 210.04%0.07%0.15%Q2 2019Q3 20236
Biltmore Capital Advisors LLC 660.05%0.06%0.08%Q3 2020Q4 20216
Centenus Global Management, LP 421.21%2.72%4.43%Q1 2018Q1 20206
Quilter Plc 660.02%0.02%0.04%Q4 2019Q1 20216
Lighthouse Financial Advisors, Inc. 660.11%0.15%0.21%Q4 2019Q1 20216
IndexIQ Advisors LLC 410.03%0.11%0.15%Q4 2017Q1 20226
Vision Capital Management, Inc. 310.03%0.06%0.10%Q2 2017Q1 20226
Montecito Bank & Trust 210.01%0.05%0.06%Q4 2016Q4 20236
Daniel Devine & Co 660.62%0.77%0.84%Q4 2014Q1 20166
COMMUNITY BANK SYSTEM, INC. 660.08%0.08%0.09%Q2 2013Q3 20146
MANAGED ASSET PORTFOLIOS, LLC 660.26%0.44%0.55%Q4 2013Q1 20156
STONEBRIDGE CAPITAL MANAGEMENT INC 660.08%0.09%0.10%Q2 2013Q3 20146
McAdams Wright Ragen, Inc. 660.02%0.03%0.03%Q2 2013Q3 20146
55I, LLC 410.01%0.01%0.03%Q3 2020Q3 20226
Avidian Wealth Solutions, LLC 410.02%0.02%0.02%Q4 2021Q3 20236
GAM SYSTEMATIC LLP 420.04%0.16%0.26%Q4 2014Q4 20166
Loveless Wealth Management LLC 660.15%0.32%0.48%Q1 2021Q2 20226
Somerset Trust Co 660.02%0.03%0.03%Q4 2013Q1 20156
Cedar Mountain Advisors, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
DRW Securities, LLC 210.01%0.03%0.09%Q4 2017Q2 20226
ARCADIA INVESTMENT MANAGEMENT CORP/MI 510.00%0.01%0.02%Q2 2019Q1 20216
Atlas Private Wealth Management 660.02%0.04%0.09%Q4 2019Q1 20216
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.01%0.02%0.03%Q2 2013Q3 20146
Banyan Partners, LLC 660.03%0.06%0.16%Q2 2013Q3 20146
Claar Advisors LLC 662.88%3.80%4.73%Q2 2020Q3 20216
Miracle Mile Advisors, LLC 660.13%0.16%0.23%Q1 2019Q2 20206
Blackhawk Capital Partners LLC. 660.01%1.02%1.51%Q4 2017Q1 20196
Stonebridge Financial Planning Group, LLC 660.00%0.01%0.01%Q4 2019Q1 20216
Crescent Grove Advisors, LLC 660.10%0.14%0.17%Q2 2017Q3 20186
Optas, LLC 510.19%0.22%0.25%Q4 2019Q3 20236
Mine & Arao Wealth Creation & Management, LLC. 420.00%0.01%0.02%Q4 2019Q2 20216
Perpetual Investment Management Ltd 660.07%0.10%0.13%Q4 2020Q1 20226
Aquatic Capital Management LLC 420.01%0.09%0.23%Q4 2021Q2 20236
Total Clarity Wealth Management, Inc. 210.01%0.06%0.21%Q4 2019Q4 20226
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.06%0.17%Q2 2022Q3 20236
Vise Technologies, Inc. 660.12%0.17%0.21%Q2 2022Q3 20236
CFS, LLC 660.03%0.04%0.06%Q2 2013Q3 20146
Bellwether Investment Group, LLC 510.47%0.81%1.17%Q2 2016Q4 20176
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Airain ltd 310.07%0.25%0.60%Q1 2014Q3 20166
Bellwether Advisors, LLC 510.00%0.10%0.45%Q3 2021Q1 20236
WFA of San Diego, LLC 210.07%0.10%0.14%Q2 2020Q3 20236
Delphi Private Advisors LLC 510.01%0.02%0.09%Q4 2015Q4 20176
Jump Financial, LLC 310.01%0.05%0.20%Q1 2021Q3 20236
McLean Asset Management Corp 410.07%0.10%0.16%Q3 2021Q4 20236
Blossom Wealth Management 420.76%0.95%1.07%Q1 2022Q3 20236
Coston, McIsaac & Partners 660.02%0.03%0.03%Q2 2022Q3 20236
Hilton Capital Management, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Azimuth Capital Investment Management LLC 660.15%0.17%0.19%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.10%0.13%0.20%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.14%0.16%0.21%Q4 2020Q1 20226
Center For Asset Management LLC 660.15%0.58%0.86%Q4 2021Q1 20236
Worth Asset Management, LLC 660.00%0.26%1.00%Q1 2022Q2 20236
CFS Investment Advisory Services, LLC 510.00%0.06%0.17%Q1 2022Q3 20236
Thrive Capital Management, LLC 660.22%0.32%0.39%Q2 2022Q3 20236
ADE, LLC 420.06%0.10%0.16%Q4 2020Q3 20236
Freedman Financial Associates, Inc. 660.07%0.07%0.07%Q4 2020Q1 20226
InTrack Investment Management Inc 660.58%0.74%0.81%Q3 2022Q4 20236
Catamount Wealth Management 660.03%0.05%0.07%Q4 2017Q1 20196
COMPASS FINANCIAL ADVISORS LLC 660.71%0.86%0.96%Q4 2021Q1 20236
Samsung Asset Management (New York), Inc. 660.48%0.53%0.59%Q2 2015Q3 20166
Price Wealth, LLC 310.00%0.01%0.03%Q4 2017Q3 20206
Euclid Advisors LLC 310.05%0.60%1.20%Q2 2013Q2 20166
Everhart Financial Group, Inc. 330.11%0.15%0.20%Q1 2022Q3 20236
ADVOCATE GROUP LLC 661.27%1.61%2.08%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.02%0.02%Q2 2022Q3 20236
Ulland Investment Advisors, LLC 420.01%0.01%0.02%Q1 2022Q3 20236
Patrick Mauro Investment Advisor, INC. 551.58%2.01%2.68%Q3 2022Q3 20235
TWINBEECH CAPITAL LP 210.08%0.34%1.06%Q2 2020Q1 20235
Santa Fe Partners LLC 320.05%0.28%0.50%Q3 2013Q4 20145
WELD CAPITAL MANAGEMENT LLC 210.19%0.39%0.57%Q4 2018Q4 20205
Townsend & Associates, Inc 550.42%0.82%1.20%Q3 2022Q3 20235
Dakota Community Bank & Trust NA 550.75%0.81%0.86%Q3 2022Q3 20235
Ameliora Wealth Management Ltd. 550.02%0.02%0.05%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.01%0.01%0.02%Q4 2022Q4 20235
Alpine Global Management, LLC 310.06%0.12%0.24%Q4 2014Q2 20205
SYSTEMATIC FINANCIAL MANAGEMENT LP 550.10%0.14%0.17%Q1 2014Q1 20155
Private Vista, LLC 550.05%0.05%0.06%Q4 2018Q4 20195
Park Avenue Institutional Advisers LLC 550.27%0.29%0.32%Q2 2015Q2 20165
Desjardins Global Asset Management Inc. 550.02%0.03%0.04%Q3 2022Q3 20235
Horizons Wealth Management 550.00%0.01%0.01%Q2 2022Q2 20235
EULAV Asset Management 550.10%0.11%0.11%Q2 2013Q2 20145
Insight Wealth Strategies, LLC 550.04%0.05%0.06%Q1 2020Q1 20215
REDMONT WEALTH ADVISORS LLC 550.24%0.26%0.28%Q4 2021Q4 20225
V2 Capital, LLC 552.60%2.82%3.08%Q4 2013Q4 20145
Aris Wealth Services, Inc. 320.08%0.17%0.28%Q2 2014Q3 20155
SELDON CAPITAL LP 550.04%0.05%0.06%Q4 2021Q4 20225
RMR Wealth Builders 310.02%0.06%0.11%Q3 2020Q3 20235
Apexium Financial, LP 550.04%0.05%0.05%Q3 2022Q3 20235
JONES ROAD CAPITAL MANAGEMENT, L.P. 550.97%1.75%2.64%Q4 2020Q4 20215
CoreCap Advisors, LLC 550.02%0.04%0.05%Q4 2021Q4 20225
Ranger International Management, LP 550.00%0.00%0.00%Q2 2014Q2 20155
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
A.R.T. Advisors, LLC 310.04%0.10%0.15%Q1 2014Q4 20195
Crescent Capital Consulting, LLC 550.01%0.01%0.03%Q4 2020Q4 20215
Spartan Planning & Wealth Management 410.00%0.03%0.06%Q1 2022Q3 20235
Wilmington Trust, National Association 550.04%0.05%0.06%Q2 2013Q2 20145
St. James Investment Advisors, LLC 551.92%2.44%3.45%Q4 2021Q4 20225
Princeton Alpha Management LP 210.13%0.31%0.55%Q4 2013Q4 20155
DOWLING & YAHNKE LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Private Capital Management, LLC 550.05%0.07%0.11%Q3 2022Q3 20235
AIA Investment Management Private Ltd 550.04%0.06%0.07%Q3 2019Q3 20205
First International Bank & Trust 550.11%0.15%0.18%Q4 2021Q4 20225
CI Global Investments Inc. 410.03%0.14%0.33%Q3 2013Q4 20175
Tradewinds, LLC. 320.72%0.80%0.93%Q2 2022Q3 20235
MASTRAPASQUA ASSET MANAGEMENT INC 550.05%0.05%0.05%Q2 2013Q2 20145
Resurgent Financial Advisors LLC 550.22%0.34%0.44%Q3 2022Q3 20235
Luken Investment Analytics, LLC 410.04%0.04%0.05%Q4 2020Q3 20235
Sowa Financial Group, Inc. 550.02%0.02%0.03%Q4 2019Q4 20205
Crabel Capital Management, LLC 410.08%0.20%0.27%Q1 2019Q1 20225
SteelPeak Wealth, LLC 210.03%0.04%0.05%Q4 2019Q3 20225
UBS OCONNOR LLC 410.16%0.39%0.60%Q2 2013Q1 20155
Winthrop Advisory Group LLC 410.05%0.06%0.08%Q1 2021Q2 20225
Kovitz Investment Group, LLC 410.01%0.01%0.01%Q2 2013Q4 20145
Balboa Wealth Partners 550.08%0.11%0.17%Q3 2022Q3 20235
Ruggie Capital Group 310.01%0.01%0.02%Q4 2014Q4 20175
Gs Investments, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
Gupta Wealth Management LLC 550.01%0.02%0.02%Q1 2015Q1 20165
Baltimore-Washington Financial Advisors, Inc. 410.00%0.00%0.01%Q1 2014Q2 20205
THOROUGHBRED FINANCIAL SERVICES, LLC 210.03%0.04%0.04%Q1 2022Q3 20235
Empowered Funds, LLC 550.02%0.04%0.07%Q3 2022Q3 20235
Machina Capital S.A.S. 210.47%0.71%1.08%Q1 2019Q2 20235
MAPLE SECURITIES USA INC 310.06%0.07%0.10%Q4 2013Q2 20155
Concorde Asset Management, LLC 550.22%0.31%0.42%Q1 2016Q1 20175
WILMINGTON TRUST CO 550.04%0.06%0.07%Q2 2013Q2 20145
Spotlight Asset Group, Inc. 410.08%0.11%0.15%Q4 2019Q3 20215
Gibson Wealth Advisors LLC 551.05%1.22%1.46%Q4 2021Q4 20225
Taconic Capital Advisors LP 550.01%0.47%0.63%Q3 2020Q3 20215
Smart Portfolios, LLC 550.05%0.06%0.08%Q1 2018Q1 20195
NATIONAL INVESTMENT SERVICES INC /WI 550.79%1.80%3.36%Q1 2014Q1 20155
BB&T INVESTMENT SERVICES, INC. 550.27%0.37%0.59%Q4 2016Q4 20175
Strategic Asset Management, LLC 550.01%0.02%0.03%Q3 2021Q3 20225
Walter Public Investments Inc. 550.08%0.14%0.19%Q3 2022Q3 20235
Alta Advisers Ltd 550.10%0.11%0.12%Q3 2022Q3 20235
Kaizen Advisory, LLC 550.03%0.07%0.12%Q4 2017Q4 20185
BOURGEON CAPITAL MANAGEMENT LLC 410.00%0.00%0.00%Q2 2021Q3 20235
Eagle Strategies LLC 550.09%0.11%0.12%Q3 2022Q3 20235
Roundview Capital LLC 410.02%0.02%0.03%Q2 2022Q3 20235
Legend Financial Advisors, Inc. 550.02%0.02%0.02%Q3 2022Q3 20235
MOORE CAPITAL MANAGEMENT, LP 310.02%0.03%0.04%Q1 2018Q2 20225
Nelson Capital Management, LLC 410.00%0.02%0.04%Q3 2017Q3 20195
VALLEY NATIONAL BANCORP 550.07%0.09%0.10%Q4 2013Q4 20145
Clear Creek Financial Management, LLC 320.04%0.04%0.05%Q2 2022Q3 20235
Morton Brown Family Wealth, LLC 320.00%0.00%0.01%Q2 2022Q3 20235
COLTON GROOME FINANCIAL ADVISORS, LLC 550.08%0.11%0.13%Q4 2021Q4 20225
ANCORA FAMILY WEALTH ADVISORS, LLC 550.09%0.13%0.15%Q3 2015Q3 20165
Red Tortoise LLC 410.00%0.01%0.02%Q3 2021Q3 20235
ROMANO BROTHERS AND COMPANY 550.85%1.19%1.35%Q3 2022Q3 20235
Syntal Capital Partners, LLC 320.01%0.01%0.02%Q2 2014Q3 20155
PRING TURNER CAPITAL GROUP INC 310.15%0.19%0.22%Q4 2013Q4 20225
Caprock Group, LLC 210.02%0.04%0.09%Q1 2020Q3 20235
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Axiom Investment Management LLC 310.06%0.14%0.26%Q4 2018Q3 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
WADDELL & ASSOCIATES, LLC 320.04%0.05%0.06%Q2 2022Q3 20235
Wakefield Asset Management LLLP 320.00%0.65%1.47%Q4 2018Q2 20205
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
Hudson Bay Capital Management LP 210.01%0.10%0.19%Q2 2021Q3 20235
Householder Group Estate & Retirement Specialist, LLC 310.06%0.15%0.40%Q1 2022Q3 20235
Interchange Capital Partners, LLC 410.12%0.25%0.43%Q4 2020Q1 20235
Fairhaven Wealth Management, LLC 210.08%0.56%0.95%Q1 2022Q3 20235
Wilmington Trust Investment Management, LLC 550.09%0.15%0.19%Q2 2013Q2 20145
SOUTH GEORGIA CAPITAL, LLC 320.04%0.98%2.59%Q2 2014Q3 20155
Xcel Wealth Management, LLC 310.05%0.07%0.09%Q4 2020Q4 20225
Clarus Wealth Advisors 550.05%0.08%0.15%Q2 2018Q2 20195
Invictus RG Pte. Ltd. 550.02%0.26%0.59%Q2 2014Q2 20155
WoodTrust Financial Corp 550.37%1.20%1.48%Q4 2017Q4 20185
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 410.00%0.12%0.38%Q4 2013Q4 20225
TLP GROUP LLC 320.01%0.16%0.39%Q2 2016Q1 20185
Cassady Schiller Wealth Management, LLC 410.04%0.04%0.05%Q4 2021Q3 20235
Paradigm Capital Management, LLC/NV 550.55%0.66%0.77%Q4 2021Q4 20225
Mork Capital Management, LLC 550.57%0.70%0.77%Q4 2018Q4 20195
Wilmington Funds Management Corp 550.04%0.09%0.11%Q2 2013Q2 20145
INFRASTRUCTURE CAPITAL ADVISORS, LLC 410.01%0.05%0.09%Q2 2020Q2 20235
BARRETT & COMPANY, INC. 550.08%0.10%0.10%Q3 2022Q3 20235
Lombard Odier Asset Management (Switzerland) SA 550.04%0.08%0.12%Q2 2014Q2 20155
Stamos Capital Partners, L.P. 550.79%0.98%1.33%Q3 2022Q3 20235
Westhampton Capital, LLC 320.13%0.15%0.16%Q1 2022Q2 20235
Graypoint LLC 550.03%0.04%0.04%Q3 2022Q3 20235
Blueprint Investment Partners LLC 550.04%0.07%0.10%Q3 2021Q3 20225
Stevens First Principles Investment Advisors 410.00%0.01%0.02%Q2 2013Q3 20145
Hanlon Investment Management, Inc. 320.34%0.40%0.53%Q4 2015Q1 20175
FIRST HORIZON CORP 410.23%0.27%0.43%Q2 2013Q2 20215
FINANCIAL CONSULATE, INC 320.11%0.15%0.23%Q4 2014Q4 20175
Colonial Trust Co / SC 551.00%1.19%1.38%Q3 2022Q3 20235
Founders Capital Management 550.04%0.05%0.05%Q1 2017Q1 20185
ADVISOR PARTNERS II, LLC 550.10%0.13%0.18%Q3 2022Q3 20235
WBI INVESTMENTS, LLC 550.72%0.96%1.56%Q2 2013Q2 20145
CAPITAL ONE FINANCIAL CORP 550.03%0.09%0.20%Q1 2020Q1 20215
ABNER HERRMAN & BROCK LLC 410.03%0.04%0.04%Q4 2018Q2 20225
American Trust 550.02%0.02%0.03%Q2 2022Q2 20235
Argentus Capital Management, LLC 550.03%0.13%0.21%Q3 2015Q3 20165
D. SCOTT NEAL, INC. 550.00%0.01%0.02%Q4 2015Q4 20165
Silverleafe Capital Partners, LLC 411.09%1.24%1.53%Q4 2017Q2 20205
Centurion Wealth Management LLC 440.12%0.13%0.15%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Corient Private Wealth LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Hudson Value Partners, LLC 440.12%0.13%0.16%Q4 2022Q3 20234
PRENTISS SMITH & CO INC 310.03%0.10%0.16%Q3 2017Q3 20184
Strategic Wealth Management Group, LLC 440.09%0.09%0.10%Q3 2020Q2 20214
GUERRA PAN ADVISORS, LLC 310.21%0.27%0.30%Q4 2021Q4 20224
Ilmarinen Mutual Pension Insurance Co 440.06%0.10%0.12%Q4 2022Q3 20234
ASB Consultores, LLC 310.09%0.15%0.21%Q2 2022Q3 20234
First National Advisers, LLC 310.12%0.21%0.27%Q3 2022Q3 20234
Simply Money Advisors 440.00%0.04%0.08%Q2 2013Q1 20144
MIRABELLA FINANCIAL SERVICES LLP 220.04%0.07%0.10%Q1 2021Q2 20234
Phoenix Wealth Advisors 440.09%0.10%0.10%Q4 2020Q3 20214
Karn, Couzens & Associates, Inc. 440.14%0.17%0.18%Q2 2021Q1 20224
Ruedi Wealth Management, Inc. 440.06%0.07%0.09%Q4 2022Q3 20234
Cordatus Wealth Management LLC 220.15%0.72%1.32%Q4 2018Q3 20234
Altrius Capital Management Inc 440.07%0.08%0.10%Q2 2022Q1 20234
Bleakley Financial Group, LLC 440.07%0.07%0.08%Q4 2022Q3 20234
Prentice Wealth Management LLC 310.02%0.04%0.05%Q1 2021Q2 20224
Cercano Management LLC 440.01%0.01%0.01%Q4 2022Q3 20234
XY Capital Ltd 220.34%0.52%0.71%Q4 2022Q1 20234
ARMSTRONG ADVISORY GROUP, INC 440.08%0.11%0.17%Q4 2022Q3 20234
ROANOKE ASSET MANAGEMENT CORP/ NY 440.15%0.17%0.18%Q4 2014Q3 20154
Astoria Portfolio Advisors LLC. 440.18%0.20%0.22%Q1 2022Q4 20224
British Airways Pensions Investment Management Ltd 440.67%1.00%1.22%Q1 2017Q4 20174
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
COWA, LLC 220.01%0.07%0.12%Q4 2020Q4 20224
NORTHPOINTE CAPITAL LLC 220.10%0.92%1.83%Q1 2014Q2 20194
Redwood Financial Network Corp 220.21%0.23%0.25%Q1 2022Q1 20234
CSS LLC/IL 440.02%0.03%0.03%Q1 2021Q4 20214
Itau Unibanco Holding S.A. 110.00%0.01%0.04%Q3 2016Q3 20224
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.02%0.03%0.03%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Pinkerton Retirement Specialists, LLC 310.01%0.01%0.01%Q2 2016Q4 20174
VEGA ENERGY GP, LLC 223.68%5.27%7.03%Q2 2013Q2 20144
Traynor Capital Management, Inc. 110.03%0.08%0.18%Q4 2015Q4 20224
ALTA CAPITAL MANAGEMENT LLC/ 440.08%0.09%0.10%Q2 2013Q1 20144
Harvest Portfolios Group Inc. 440.18%0.19%0.22%Q4 2022Q3 20234
CEDAR HILL ASSOCIATES, LLC 440.06%0.07%0.08%Q3 2017Q2 20184
Baker Avenue Asset Management, LP 440.00%0.01%0.01%Q4 2022Q3 20234
Anfield Capital Management, LLC 310.01%0.18%0.28%Q4 2019Q2 20214
Indices-Pac Research Corp. 440.22%0.26%0.31%Q2 2013Q1 20144
Sentry Investments Corp. 440.06%0.09%0.13%Q3 2013Q2 20144
Dynamic Capital Management Ltd 110.06%0.16%0.32%Q4 2013Q1 20164
Winton Capital Management Ltd 440.01%0.21%0.35%Q2 2013Q1 20144
RBA Wealth Management, LLC 310.07%0.22%0.33%Q1 2019Q1 20214
Golden State Wealth Management, LLC 310.02%0.02%0.03%Q1 2019Q1 20204
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 310.44%0.58%0.95%Q4 2016Q3 20184
Van Hulzen Asset Management, LLC 440.06%0.06%0.07%Q4 2015Q3 20164
1900 WEALTH MANAGEMENT LLC 210.02%0.02%0.03%Q1 2022Q3 20234
Meeder Advisory Services, Inc. 440.08%0.11%0.14%Q4 2022Q3 20234
Narwhal Capital Management 440.15%0.16%0.17%Q2 2013Q1 20144
Fiduciary Planning LLC 310.00%0.04%0.14%Q3 2020Q3 20214
Psagot Value Holdings Ltd. 440.00%0.00%0.01%Q1 2018Q4 20184
GM Advisory Group, LLC 440.03%0.03%0.04%Q2 2020Q1 20214
Elite Wealth Management, Inc. 440.01%0.04%0.12%Q3 2013Q2 20144
South Street Advisors LLC 310.04%0.04%0.05%Q4 2021Q4 20224
JOURNEY STRATEGIC WEALTH LLC 220.03%0.04%0.04%Q4 2021Q4 20224
Eastover Investment Advisors LLC 440.18%0.23%0.28%Q1 2020Q4 20204
MU Investments Co., Ltd. 440.07%0.10%0.13%Q3 2015Q2 20164
ARTHUR M. COHEN & ASSOCIATES, LLC 210.04%0.08%0.13%Q3 2014Q4 20194
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.72%0.85%1.12%Q2 2021Q1 20224
Aevitas Wealth Management, Inc. 440.04%0.05%0.06%Q2 2018Q1 20194
B. Metzler seel. Sohn & Co. Holding AG 440.09%0.10%0.12%Q4 2020Q3 20214
Demars Financial Group, LLC 440.53%0.57%0.62%Q4 2019Q3 20204
BRYN MAWR CAPITAL MANAGEMENT INC 310.10%0.16%0.23%Q2 2013Q3 20154
Arvest Bank Trust Division 220.02%0.02%0.03%Q3 2016Q3 20194
Elkhorn Investments, LLC 440.94%0.97%1.01%Q1 2017Q4 20174
General Partner, Inc. 440.00%0.00%0.00%Q1 2023Q4 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
New Jersey Better Educational Savings Trust 440.37%0.40%0.48%Q4 2019Q3 20204
Schrum Private Wealth Management LLC 440.39%0.58%0.72%Q4 2021Q3 20224
MILESTONE WEALTH, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Secrest Blakey & Associates, LLC 442.98%3.13%3.29%Q4 2019Q3 20204
Blue Barn Wealth, LLC 440.14%0.16%0.18%Q4 2021Q3 20224
KETTLE HILL CAPITAL MANAGEMENT, LLC 310.86%1.57%3.03%Q1 2022Q3 20234
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 442.00%2.73%3.28%Q4 2021Q3 20224
Aureus Asset Management, LLC 440.07%0.08%0.09%Q2 2013Q1 20144
Nalls Sherbakoff Group, LLC 310.24%0.28%0.36%Q4 2018Q3 20234
CFO4Life, L.P. 310.08%0.18%0.26%Q2 2016Q4 20224
AXS Investments LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Apella Capital, LLC 310.01%0.02%0.02%Q4 2022Q4 20234
Timber Creek Capital Management LLC 310.01%0.02%0.02%Q3 2013Q2 20164
Great Lakes Retirement, Inc. 440.14%0.16%0.20%Q4 2022Q3 20234
Meristem Family Wealth, LLC 440.04%0.05%0.06%Q2 2021Q1 20224
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
AGF MANAGEMENT LTD 440.04%0.05%0.05%Q4 2022Q3 20234
FLIPPIN BRUCE & PORTER INC 441.23%1.81%2.19%Q2 2020Q1 20214
Blume Capital Management, Inc. 440.01%0.01%0.01%Q1 2015Q4 20154
Polaris Wealth Advisory Group, LLC 310.00%0.01%0.01%Q1 2018Q1 20214
Maven Securities LTD 210.01%0.01%0.02%Q2 2022Q3 20234
Quinn Opportunity Partners LLC 440.09%0.12%0.15%Q4 2020Q3 20214
SageView Advisory Group, LLC 440.04%0.07%0.10%Q4 2022Q3 20234
NBW CAPITAL LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Northern Capital Management, Inc. 310.17%0.19%0.21%Q4 2021Q4 20224
Hoover Financial Advisors, Inc. 310.00%0.00%0.01%Q2 2020Q2 20214
Red Cedar Capital, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Slocum, Gordon & Co LLP 442.13%2.51%2.74%Q4 2022Q3 20234
USA FINANCIAL FORMULAS 220.00%0.42%1.57%Q2 2021Q3 20224
ELLINGTON MANAGEMENT GROUP LLC 110.08%0.10%0.15%Q1 2014Q2 20184
Farther Finance Advisors, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
FirstPurpose Wealth LLC 440.11%0.12%0.13%Q4 2022Q3 20234
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 110.34%0.68%1.02%Q2 2015Q1 20224
First County Bank /CT/ 441.28%1.38%1.46%Q4 2022Q3 20234
PETRA FINANCIAL ADVISORS INC 440.43%0.51%0.64%Q4 2022Q3 20234
Lebenthal Asset Management, LLC 440.56%0.57%0.60%Q2 2016Q1 20174
Tilt Investment Management Holdings, PBC 440.24%0.28%0.31%Q4 2022Q3 20234
Personal Wealth Partners 310.00%0.01%0.01%Q2 2019Q2 20214
Cravens & Co Advisors, LLC 440.28%0.31%0.34%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 440.49%0.54%0.59%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Copperwynd Financial, LLC 440.84%0.89%0.97%Q1 2019Q4 20194
QUEST CAPITAL MANAGEMENT INC /ADV 440.05%0.06%0.06%Q1 2019Q4 20194
True Wealth Design, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
F&C Asset Management plc 440.04%0.04%0.05%Q2 2013Q1 20144
INNOVIS ASSET MANAGEMENT LLC 440.09%0.10%0.12%Q4 2022Q3 20234
Cunning Capital Partners, LP 440.88%0.98%1.13%Q4 2022Q3 20234
Ignite Planners, LLC 310.06%0.10%0.14%Q1 2022Q3 20234
SIMMONS FIRST TRUST CO NA 440.14%0.15%0.15%Q1 2015Q4 20154
Graham Capital Management, L.P. 310.01%0.16%0.56%Q2 2022Q3 20234
Park Place Capital Corp 440.34%0.35%0.39%Q4 2022Q3 20234
FSA Wealth Management LLC 310.03%0.04%0.05%Q4 2019Q4 20204
Aspen Grove Capital, LLC 440.09%0.13%0.17%Q4 2022Q3 20234
LEVEL FOUR FINANCIAL, LLC 440.12%0.13%0.14%Q4 2020Q3 20214
HHG & Company, LLC 440.17%0.20%0.21%Q1 2014Q4 20144
LMG Wealth Partners, LLC 440.30%0.33%0.38%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
Solstein Capital, LLC 310.05%0.38%1.30%Q1 2019Q2 20204
Ergoteles LLC 310.04%0.15%0.25%Q4 2020Q1 20234
SlateStone Wealth, LLC 440.07%0.08%0.10%Q1 2019Q4 20194
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.05%0.09%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.21%0.38%0.72%Q4 2022Q3 20234
Truadvice, LLC 220.09%0.15%0.22%Q3 2020Q2 20234
Beverly Hills Private Wealth, LLC 440.14%0.16%0.20%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.22%0.26%0.28%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Auxano Advisors, LLC 310.09%0.10%0.11%Q4 2021Q4 20224
Prossimo Advisors, LLC 440.67%1.50%1.85%Q4 2022Q3 20234
Palogic Value Management, L.P. 440.23%0.26%0.30%Q4 2022Q3 20234
Financial Partners Group, LLC 440.19%0.24%0.30%Q4 2022Q3 20234
EII CAPITAL MANAGEMENT, INC. 440.04%0.04%0.04%Q1 2018Q4 20184
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
ZACKS INVESTMENT MANAGEMENT 310.00%0.00%0.00%Q3 2021Q3 20224
INSIGNEO ADVISORY SERVICES, LLC 440.18%0.21%0.29%Q4 2022Q3 20234
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 441.92%2.14%2.39%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.21%0.25%0.30%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.08%0.08%0.09%Q4 2022Q3 20234
DOVER ADVISORS, LLC 440.44%0.53%0.61%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.32%0.35%0.40%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.02%0.07%Q4 2018Q4 20194
PARADIGM ASSET MANAGEMENT CO LLC 310.09%0.10%0.12%Q2 2014Q3 20164
Allegiance Financial Group Advisory Services LLC 440.12%0.16%0.24%Q4 2022Q3 20234
MQS Management LLC 210.22%0.30%0.45%Q4 2021Q2 20234
STONERIDGE INVESTMENT PARTNERS LLC 310.19%0.28%0.40%Q2 2019Q2 20204
Davis Investment Partners, LLC 440.80%0.82%0.84%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Wealth Alliance Advisory Group, LLC 310.11%0.12%0.12%Q3 2020Q4 20214
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.00%0.00%Q1 2018Q2 20234
Monument Capital Management 440.01%0.01%0.01%Q4 2017Q3 20184
SPOT TRADING L.L.C. 220.05%0.15%0.26%Q2 2017Q3 20174
Fidelis Capital Partners, LLC 440.14%0.20%0.35%Q4 2022Q3 20234
Signature Wealth Management Group 440.04%0.04%0.05%Q4 2017Q3 20184
Register Financial Advisors LLC 440.18%0.26%0.31%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.53%0.58%0.70%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
361 CAPITAL LLC 210.08%0.21%0.33%Q1 2016Q2 20204
Crescent Sterling, Ltd. 440.48%0.58%0.67%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.06%0.08%0.09%Q4 2022Q3 20234
New Hampshire Trust 440.07%0.08%0.09%Q4 2022Q3 20234
BEACON INVESTMENT ADVISORS LLC 440.17%0.21%0.26%Q4 2022Q3 20234
Oak Thistle LLC 310.18%0.35%0.46%Q4 2021Q1 20234
Goelzer Investment Management, Inc. 210.02%0.04%0.06%Q4 2013Q4 20214
WEXFORD CAPITAL LP 110.05%0.17%0.46%Q2 2013Q2 20234
Monte Financial Group, LLC 440.17%0.19%0.22%Q4 2018Q3 20194
Diligent Investors, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Jump Trading, LLC 330.01%0.02%0.03%Q4 2015Q2 20164
RIA Advisory Group LLC 440.19%0.24%0.26%Q4 2022Q3 20234
INVESTMENT PARTNERS, LTD. 310.16%0.31%0.44%Q1 2016Q3 20224
Hartford Funds Management Co LLC 440.05%0.07%0.10%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.16%0.19%0.24%Q4 2022Q3 20234
Sage Mountain Advisors LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.08%0.09%0.09%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.23%0.24%0.25%Q4 2022Q3 20234
FSB PREMIER WEALTH MANAGEMENT, INC. 310.03%0.10%0.13%Q4 2021Q3 20234
RFP Financial Group LLC 440.00%0.05%0.08%Q4 2022Q3 20234
Quantamental Technologies LLC 110.15%0.37%0.68%Q1 2019Q4 20224
CASCADE INVESTMENT GROUP, INC. 440.28%0.35%0.42%Q4 2022Q3 20234
GoalVest Advisory LLC 210.00%0.00%0.01%Q4 2020Q4 20234
GENESEE VALLEY TRUST CO 440.16%0.27%0.36%Q2 2017Q1 20184
Axiom Financial Strategies, LLC 330.10%0.11%0.11%Q4 2021Q2 20223
Donoghue Forlines LLC 210.30%1.23%1.76%Q2 2017Q4 20203
Lucia Wealth Services, LLC 330.01%0.02%0.02%Q1 2018Q3 20183
Midwest Professional Planners, LTD. 330.00%0.01%0.01%Q4 2017Q2 20183
Acorn Wealth Advisors, LLC 330.11%0.12%0.13%Q4 2017Q2 20183
Bristol Advisors, LLC 210.20%0.45%0.94%Q4 2016Q1 20183
Fortis Advisors, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Poehling Capital Management, INC. 330.02%0.02%0.02%Q4 2017Q2 20183
Ford Financial Group, LLC 110.01%0.05%0.14%Q1 2020Q4 20213
McAdam, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
Tandem Investment Advisors, Inc. 210.02%0.03%0.05%Q4 2019Q3 20213
Harvest Fund Management Co., Ltd 330.00%0.00%0.01%Q3 2022Q1 20233
Knights of Columbus Asset Advisors LLC 330.49%0.64%0.72%Q4 2018Q2 20193
Vivaldi Capital Management LP 330.05%0.06%0.07%Q2 2020Q4 20203
Paragon Wealth Strategies, LLC 210.00%0.01%0.02%Q2 2021Q4 20223
KHP Capital, LLC 330.03%0.04%0.04%Q1 2018Q3 20183
Investment Counsel Inc. 330.17%0.22%0.25%Q4 2015Q2 20163
Wellesley Investment Partners, LLC 330.16%0.22%0.28%Q3 2016Q1 20173
FNY Investment Advisers, LLC 110.00%0.03%0.08%Q2 2018Q3 20203
CYNOSURE ADVISORS, LLC 330.11%0.15%0.24%Q4 2017Q2 20183
Kalos Management, Inc. 110.01%0.09%0.20%Q4 2015Q1 20213
Hall Private Wealth Advisors 210.23%0.30%0.35%Q4 2020Q3 20213
CETERA INVESTMENT MANAGEMENT LLC 330.11%0.13%0.14%Q1 2016Q3 20163
LITTLE HOUSE CAPITAL LLC 330.34%0.36%0.39%Q1 2023Q3 20233
Armbruster Capital Management, Inc. 210.04%0.04%0.05%Q4 2017Q1 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.01%0.01%0.01%Q1 2023Q3 20233
Trinity Legacy Partners, LLC 330.22%0.23%0.24%Q2 2019Q4 20193
Hayden Royal, LLC 210.12%0.15%0.17%Q4 2018Q1 20203
PRW Wealth Management LLC 210.02%0.08%0.20%Q4 2018Q2 20213
Cynosure Group, LLC 330.14%0.15%0.16%Q2 2019Q4 20193
Maltin Wealth Management, Inc. 330.57%0.58%0.58%Q1 2023Q3 20233
BKS ADVISORS, LLC 330.10%0.12%0.12%Q2 2016Q4 20163
Hedeker Wealth, LLC 110.00%0.00%0.00%Q4 2014Q4 20153
Private Portfolio Partners LLC 330.23%0.26%0.30%Q4 2018Q2 20193
Mirador Capital Partners LP 330.05%0.07%0.08%Q3 2022Q1 20233
DESCHAINE & COMPANY, LLC 331.11%1.20%1.28%Q4 2014Q2 20153
Robertson Stephens Wealth Management, LLC 110.02%0.05%0.10%Q1 2020Q3 20233
Summit Financial Wealth Advisors, LLC 330.01%0.02%0.03%Q4 2014Q2 20153
GYL FINANCIAL SYNERGIES, LLC 330.13%0.13%0.14%Q1 2023Q3 20233
Frisch Financial Group, Inc. 210.08%0.08%0.09%Q4 2020Q4 20223
Inscription Capital, LLC 210.03%0.10%0.23%Q4 2018Q2 20213
OSTRUM ASSET MANAGEMENT 330.02%0.02%0.02%Q1 2023Q3 20233
C WorldWide Group Holding A/S 330.01%0.02%0.03%Q2 2015Q4 20153
Strategic Capital Alternatives LLC 210.01%0.01%0.02%Q3 2014Q2 20153
Barber Financial Group, Inc. 210.03%0.04%0.06%Q1 2022Q4 20223
Occidental Asset Management, LLC 210.22%0.23%0.24%Q2 2016Q3 20233
C-J Advisory, Inc. 330.01%0.01%0.01%Q1 2019Q3 20193
Enterprise Trust & Investment Co 210.00%0.01%0.01%Q2 2021Q2 20223
Signator Financial Services, Inc. 330.01%0.02%0.03%Q1 2013Q3 20133
Charles Schwab Trust Co 210.10%0.11%0.11%Q1 2020Q2 20213
Elliott Investment Management L.P. 330.70%0.80%0.93%Q2 2021Q4 20213
Reilly Herbert Faulkner III 210.07%0.07%0.09%Q3 2019Q1 20213
SSI INVESTMENT MANAGEMENT LLC 330.07%0.09%0.10%Q2 2013Q4 20133
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
BCS Wealth Management 110.11%0.15%0.20%Q4 2020Q2 20223
Roof Advisory Group, Inc. 333.21%3.47%3.64%Q4 2018Q2 20193
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
GeoWealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Virtus ETF Advisers LLC 330.54%0.57%0.62%Q2 2019Q4 20193
Houlihan Financial Resource Group, Ltd. 110.08%0.13%0.17%Q4 2019Q2 20233
Fusion Capital, LLC 330.23%0.25%0.29%Q4 2019Q2 20203
East Coast Asset Management, LLC. 330.00%0.00%0.00%Q4 2012Q2 20133
1776 Wealth LLC 330.05%0.07%0.08%Q4 2019Q2 20203
Goodwin Investment Advisory 210.04%0.06%0.07%Q1 2022Q4 20223
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.01%Q1 2018Q3 20183
MAGNOLIA CAPITAL ADVISORS LLC 330.09%0.10%0.12%Q3 2021Q1 20223
Headlands Technologies LLC 330.01%0.02%0.05%Q1 2023Q3 20233
Consolidated Planning Corp 210.06%0.13%0.17%Q3 2021Q3 20233
Engrave Wealth Partners LLC 330.02%0.02%0.02%Q4 2019Q2 20203
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
JACKSON SQUARE CAPITAL, LLC 330.00%0.00%0.01%Q1 2020Q3 20203
BTG Pactual Global Asset Management Ltd 110.11%0.84%1.21%Q3 2022Q3 20223
Pomelo Capital LLC 330.73%1.35%2.14%Q3 2017Q1 20183
OCCUDO QUANTITATIVE STRATEGIES LP 110.07%0.10%0.13%Q1 2021Q1 20233
LOUNTZIS ASSET MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Bordeaux Wealth Advisors LLC 330.15%0.17%0.18%Q4 2020Q2 20213
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Carnick & Kubik, LLC 110.02%0.04%0.07%Q4 2013Q1 20163
Coann Capital LLC 214.08%4.86%5.76%Q4 2021Q4 20223
CHIRON CAPITAL MANAGEMENT, LLC 210.02%0.32%0.64%Q3 2020Q3 20233
Catalyst Capital Advisors LLC 110.00%0.03%0.08%Q1 2016Q3 20233
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
ENGINE NO. 1 LLC 330.07%0.10%0.11%Q2 2021Q4 20213
Strategic Equity Management 330.08%0.08%0.09%Q1 2023Q3 20233
MKD WEALTH COACHES, LLC 330.05%0.06%0.07%Q4 2018Q2 20193
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.02%0.05%0.09%Q3 2019Q3 20233
SkyView Investment Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.02%0.03%0.05%Q4 2022Q3 20233
Eisler Capital (UK) Ltd. 220.03%0.15%0.25%Q1 2021Q2 20213
WCG Wealth Advisors LLC 220.00%0.01%0.02%Q2 2022Q3 20223
Institute for Wealth Management, LLC. 210.00%0.03%0.05%Q2 2013Q2 20193
Benedetti & Gucer, Inc. 330.26%0.29%0.31%Q1 2023Q3 20233
Partnervest Advisory Services LLC 110.01%0.06%0.10%Q2 2014Q3 20193
SageGuard Financial Group, LLC 334.38%5.72%7.27%Q4 2020Q2 20213
FDO Partners, LLC 210.12%0.54%0.78%Q4 2016Q3 20173
WealthTrust Asset Management, LLC 330.13%0.16%0.19%Q4 2021Q2 20223
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q4 20203
AFS Financial Group, LLC 330.60%0.68%0.76%Q4 2022Q2 20233
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
NorthCrest Asset Manangement, LLC 330.01%0.41%0.61%Q1 2023Q3 20233
Greenland Capital Management LP 330.66%1.01%1.34%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.01%0.03%0.06%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.08%0.08%0.09%Q4 2021Q2 20223
First Farmers & Merchants Bank / Trust 330.20%0.23%0.26%Q4 2021Q2 20223
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.01%Q4 2021Q2 20223
Carroll Investors, Inc 330.12%0.16%0.21%Q4 2021Q2 20223
Psagot Value Holdings Ltd. / (Israel) 330.00%0.00%0.00%Q1 2023Q3 20233
Nilsine Partners, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.02%0.02%0.03%Q1 2022Q3 20223
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
AXQ CAPITAL, LP 210.15%0.22%0.32%Q4 2022Q3 20233
iSAM Funds (UK) Ltd 211.26%1.93%2.99%Q4 2022Q3 20233
Investmark Advisory Group LLC 210.16%0.22%0.27%Q4 2021Q4 20223
Joule Financial, LLC 330.30%0.32%0.35%Q2 2022Q4 20223
Callan Family Office, LLC 330.10%0.11%0.12%Q4 2022Q2 20233
W.H. Cornerstone Investments Inc. 330.24%0.29%0.33%Q3 2022Q1 20233
V-Square Quantitative Management LLC 330.09%0.15%0.21%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.38%0.40%0.41%Q1 2023Q3 20233
Financial Advantage, Inc. 334.00%4.25%4.56%Q3 2014Q1 20153
Strategic Investment Solutions, Inc. /IL 330.03%0.06%0.10%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.07%0.08%0.10%Q4 2022Q3 20233
Semus Wealth Partners LLC 330.20%0.25%0.30%Q4 2022Q2 20233
MRP Capital Investments, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
LGT Financial Advisors LLC 330.15%0.58%0.83%Q1 2023Q3 20233
Strait & Sound Wealth Management LLC 330.23%0.26%0.30%Q4 2022Q2 20233
Vinva Investment Management Ltd 330.02%0.11%0.19%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.72%0.76%0.80%Q1 2023Q3 20233
Eaton Financial Holdings Company, LLC 210.19%0.66%1.55%Q4 2022Q3 20233
Imprint Wealth LLC 330.71%0.82%0.94%Q1 2023Q3 20233
PFG Investments, LLC 330.11%0.12%0.13%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 330.35%0.37%0.41%Q1 2023Q3 20233
PCA Investment Advisory Services Inc. 330.19%0.21%0.24%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
3Chopt Investment Partners, LLC 330.18%0.22%0.24%Q4 2022Q2 20233
Empower Advisory Group, LLC 330.39%0.40%0.41%Q1 2023Q3 20233
Main Street Research LLC 330.49%0.76%1.22%Q4 2014Q2 20153
DFPG INVESTMENTS, LLC 330.02%0.04%0.06%Q1 2023Q3 20233
First Long Island Investors, LLC 330.03%0.03%0.03%Q2 2017Q4 20173
GREEN ARROW CAPITAL MANAGEMENT LLC 210.08%1.13%1.76%Q2 2013Q4 20143
FinTrust Investment Advisory Services, LLC 331.69%1.92%2.13%Q3 2017Q1 20183
AMERICAFIRST CAPITAL MANAGEMENT, LLC 210.42%0.96%1.82%Q4 2015Q1 20173
Freestone Capital Holdings, LLC 210.00%0.03%0.09%Q3 2013Q4 20203
Compass Efficient Model Portfolios, LLC 330.01%0.30%0.75%Q2 2013Q4 20133
ATALANTA SOSNOFF CAPITAL, LLC 110.01%0.24%0.65%Q3 2015Q3 20233
GTS SECURITIES LLC 110.00%0.01%0.02%Q3 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.14%0.22%0.28%Q1 2023Q3 20233
SAC Capital Advisors LP 330.01%0.01%0.02%Q2 2013Q4 20133
Leucadia National 330.00%0.01%0.02%Q1 2023Q3 20233
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 210.09%0.28%0.44%Q2 2017Q3 20223
Assured Investment Management LLC 210.00%0.01%0.02%Q1 2015Q1 20193
ARGUS INVESTORS' COUNSEL, INC. 330.24%0.29%0.35%Q1 2023Q3 20233
Ruane, Cunniff & Goldfarb 210.00%0.00%0.00%Q2 2013Q1 20153
GLG INC. 330.24%0.27%0.30%Q2 2013Q4 20133
HUDSON EDGE INVESTMENT PARTNERS INC. 331.46%1.57%1.64%Q4 2021Q2 20223
L & S Advisors Inc 210.53%0.69%0.88%Q1 2022Q4 20223
Redwood Investments, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 330.19%0.63%0.88%Q1 2018Q3 20183
Financial Gravity Companies, Inc. 210.03%0.06%0.07%Q4 2017Q4 20183
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 210.00%0.00%0.00%Q1 2016Q4 20173
Campbell & CO Investment Adviser LLC 210.20%0.46%0.60%Q1 2019Q4 20213
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Passport Capital, LLC 110.00%0.46%1.33%Q2 2013Q1 20153
IMS Capital Management 110.01%0.13%0.22%Q4 2013Q2 20203
Stellar Capital Management, LLC 210.13%0.18%0.28%Q1 2018Q2 20193
Polar Asset Management Partners Inc. 210.00%0.01%0.01%Q1 2021Q4 20213
ZWEIG ADVISERS LLC 330.52%0.78%1.21%Q4 2015Q2 20163
Covenant Partners, LLC 330.11%0.11%0.11%Q1 2021Q3 20213
First American Bank 330.15%0.17%0.19%Q2 2016Q4 20163
Pine River Capital Management L.P. 210.00%0.01%0.02%Q2 2014Q1 20153
Brookfield Public Securities Group LLC 330.00%0.00%0.00%Q3 2019Q1 20203
HORAN CAPITAL MANAGEMENT 330.04%0.05%0.06%Q2 2015Q4 20153
OXFORD FINANCIAL GROUP, LTD. LLC 330.02%0.03%0.03%Q4 2021Q2 20223
JAMISON EATON & WOOD INC /NJ 330.07%0.07%0.08%Q2 2013Q4 20133
BLUEFIN CAPITAL MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
COOKSON PEIRCE & CO INC 330.04%0.05%0.06%Q1 2022Q3 20223
COURAGE CAPITAL MANAGEMENT LLC 330.70%0.85%0.92%Q3 2020Q1 20213
CHICAGO EQUITY PARTNERS LLC 210.01%0.01%0.01%Q2 2015Q2 20163
LANDAAS & CO /WI /ADV 210.08%0.09%0.10%Q3 2017Q2 20183
Cooperatieve Rabobank U.A. 331.42%1.89%2.44%Q1 2015Q3 20153
HOWLAND CAPITAL MANAGEMENT LLC 330.02%0.02%0.02%Q2 2017Q4 20173
OAKWOOD CAPITAL MANAGEMENT LLC/CA 330.05%0.06%0.07%Q4 2014Q2 20153
HORIZON KINETICS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q1 2019Q3 20193
MD Financial Management Inc. 330.06%0.06%0.06%Q2 2021Q4 20213
Measured Wealth Private Client Group, LLC 210.13%0.30%0.61%Q3 2017Q3 20183
GQ Asset Management, LLC 210.29%0.44%0.59%Q1 2019Q4 20193
One Wealth Advisors, LLC 110.00%0.01%0.03%Q4 2017Q4 20223
First Command Advisory Services, Inc. 210.00%0.00%0.01%Q3 2022Q3 20233
McCollum Christoferson Group LLC 330.13%0.14%0.18%Q1 2020Q3 20203
Haafor (Singapore) Pte. Ltd. 330.38%0.46%0.60%Q2 2020Q4 20203
Ballew Advisors, Inc 330.03%0.04%0.04%Q1 2018Q3 20183
Rappaport Reiches Capital Management, LLC 220.10%0.10%0.11%Q1 2022Q2 20222
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Clarus Group, Inc. 220.16%0.21%0.26%Q2 2023Q3 20232
Acropolis Investment Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
Yellowstone Partners, LLC 110.14%0.18%0.23%Q4 2013Q3 20142
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TBH Global Asset Management, LLC 110.09%0.09%0.10%Q2 2021Q3 20232
FRONTIER INVESTMENT MGMT CO 220.02%0.03%0.03%Q1 2020Q2 20202
Longbow Capital Partners, L.P. 220.61%1.28%1.94%Q3 2013Q4 20132
Capstone Investment Advisors (Netherlands), B.V. 221.74%2.15%2.56%Q1 2017Q2 20172
Carolina Wealth Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Roof Eidam Maycock Peralta, LLC 220.52%0.54%0.55%Q2 2022Q3 20222
Alyeska Investment Group, L.P. 220.22%0.22%0.23%Q1 2016Q2 20162
Penn Mutual Asset Management, LLC 220.19%0.20%0.20%Q2 2023Q3 20232
WEDGE CAPITAL MANAGEMENT L L P/NC 220.11%0.11%0.11%Q1 2018Q2 20182
Maple Capital Management, Inc. 220.09%0.10%0.12%Q2 2013Q3 20132
CLEAR INVESTMENT RESEARCH, LLC 220.03%0.03%0.04%Q2 2019Q3 20192
Soros Fund Management 110.08%0.08%0.08%Q3 2019Q3 20232
AlphaCore Capital LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Davis Capital Management 220.04%0.05%0.05%Q1 2020Q2 20202
Genesis Wealth Advisors, LLC 220.09%0.10%0.10%Q4 2014Q1 20152
MANA Advisors LLC 110.24%0.65%1.07%Q4 2017Q2 20202
WP Advisors, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
Windsor Wealth Management, Inc. 220.19%0.19%0.19%Q4 2017Q1 20182
Grey Fox Wealth Advisors, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
SCHOLTZ & COMPANY, LLC 220.22%0.23%0.24%Q1 2014Q2 20142
Timber Hill LLC 110.01%0.11%0.21%Q4 2015Q4 20172
PALISADE CAPITAL MANAGEMENT, LP 220.06%0.09%0.12%Q2 2013Q3 20132
GLG Partners LP 110.02%0.03%0.04%Q2 2013Q4 20172
PENSECO FINANCIAL SERVICES CORP 220.29%0.31%0.33%Q2 2013Q3 20132
WealthStone, Inc. 110.00%0.05%0.11%Q2 2019Q2 20202
BURNHAM ASSET MANAGEMENT CORP /NY/ 220.05%0.06%0.06%Q2 2013Q3 20132
INVERNESS COUNSEL LLC /NY/ 220.01%0.01%0.01%Q2 2022Q3 20222
Verum Partners LLC 220.15%0.24%0.33%Q2 2023Q3 20232
Donald L. Hagan, LLC 110.08%0.09%0.09%Q3 2015Q1 20162
Elequin Capital, LP 220.01%0.01%0.01%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Shelter Harbor Advisors, LP 223.94%6.31%8.67%Q1 2018Q2 20182
Greenwich Wealth Management LLC 220.04%0.04%0.04%Q2 2018Q3 20182
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 110.01%0.01%0.01%Q2 2013Q1 20162
Zions Trust, National Association 220.00%0.00%0.00%Q2 2013Q3 20132
Peoples Bank/KS 220.19%0.19%0.19%Q3 2023Q4 20232
One Capital Management, LLC 110.01%0.02%0.02%Q3 2014Q1 20232
Alpha Family Trust 220.15%0.26%0.37%Q2 2023Q3 20232
First Pacific Financial 220.01%0.01%0.01%Q2 2023Q3 20232
Westshore Wealth, LLC 220.12%0.12%0.13%Q1 2021Q2 20212
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.00%0.22%0.44%Q2 2013Q4 20152
Planned Solutions, Inc. 220.05%0.06%0.06%Q3 2020Q4 20202
CAXTON ASSOCIATES LP 110.03%0.32%0.60%Q1 2018Q4 20202
SHEPHERD KAPLAN KROCHUK, LLC 220.85%0.86%0.87%Q2 2023Q3 20232
Capital Directions Investment Advisors, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
FIRST UNITED BANK & TRUST 110.08%0.08%0.08%Q2 2021Q4 20212
Exchange Bank 220.27%0.27%0.27%Q2 2023Q3 20232
Alpha Quant Advisors, LLC 220.53%0.54%0.56%Q4 2018Q1 20192
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
True Capital Management 220.15%0.16%0.16%Q4 2022Q1 20232
ASPIRIANT HOLDINGS S3, LLC 220.44%0.45%0.45%Q3 2015Q4 20152
CARDEROCK CAPITAL MANAGEMENT INC 110.01%0.03%0.04%Q1 2014Q1 20232
AFAM CAPITAL, INC. 220.78%0.83%0.89%Q4 2015Q1 20162
Alera Investment Advisors, LLC 220.01%0.03%0.06%Q4 2018Q1 20192
Golden State Equity Partners 220.14%0.14%0.14%Q2 2023Q3 20232
DECADE CAPITAL MANAGEMENT LLC 220.50%0.63%0.76%Q2 2013Q3 20132
Versor Investments LP 220.08%0.09%0.09%Q1 2020Q2 20202
QCM Cayman, Ltd. 110.16%0.19%0.22%Q1 2015Q4 20202
StellarOne CORP 220.04%0.04%0.05%Q2 2013Q3 20132
FOSTER & MOTLEY INC 220.04%0.04%0.04%Q2 2017Q3 20172
Delta Investment Management, LLC 220.12%0.13%0.13%Q2 2020Q3 20202
Connacht Asset Management LP 220.29%0.40%0.50%Q1 2022Q2 20222
Second Half Financial Partners, LLC 222.74%2.74%2.74%Q1 2022Q2 20222
Stone Ridge Asset Management LLC 220.47%0.50%0.54%Q4 2017Q1 20182
Banco de Sabadell, S.A 220.01%0.01%0.01%Q4 2020Q1 20212
Yaupon Capital Management LP 110.76%1.87%2.98%Q2 2021Q3 20222
Econ Financial Services Corp 220.03%0.03%0.03%Q4 2021Q1 20222
Foundry Partners, LLC 221.76%1.83%1.90%Q2 2023Q3 20232
Black Swift Group, LLC 220.00%0.01%0.01%Q3 2018Q4 20182
CAZ INVESTMENTS LP 220.32%0.34%0.36%Q4 2014Q1 20152
Financial Advisors Network, Inc. 110.01%0.04%0.06%Q4 2016Q3 20232
Reynolds Investment Management, Inc. 221.06%1.12%1.18%Q1 2022Q2 20222
Banco Santander, S.A. 110.00%0.01%0.01%Q3 2018Q3 20232
Telemetry Investments, L.L.C. 110.08%0.43%0.78%Q4 2014Q4 20172
First National Bank of Mount Dora, Trust Investment Services 220.43%0.47%0.51%Q2 2013Q3 20132
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 220.00%0.01%0.02%Q3 2013Q4 20132
Modera Wealth Management, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
West Financial Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Sonora Investment Management, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Signature Financial Management, Inc. 220.06%0.06%0.06%Q2 2018Q3 20182
Sepio Capital, LP 220.19%0.26%0.34%Q4 2018Q1 20192
HC Financial Advisors, Inc. 220.28%0.85%1.42%Q2 2018Q3 20182
Bramshill Investments, LLC 110.00%0.04%0.08%Q4 2018Q3 20212
RDA Financial Network 220.09%0.12%0.14%Q2 2023Q3 20232
J.P. Turner & Co Capital Mnagement, LLC 220.33%0.36%0.39%Q2 2015Q3 20152
KG&L Capital Management,LLC 220.22%0.24%0.27%Q4 2019Q1 20202
AMUSSEN HUNSAKER ASSOCIATES LLC 220.02%0.02%0.02%Q2 2018Q3 20182
MEITAV INVESTMENT HOUSE LTD 110.02%0.05%0.07%Q4 2017Q2 20192
EMERALD ADVISERS, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
JUMP TRADING, LLC 110.02%0.14%0.25%Q4 2019Q2 20202
Capital Advisors Wealth Management, LLC 220.06%0.06%0.07%Q4 2022Q1 20232
Clear Harbor Asset Management, LLC 110.01%0.01%0.02%Q4 2019Q3 20202
Harvest Investment Services, LLC 220.15%0.15%0.16%Q3 2019Q4 20192
STANCORP INVESTMENT ADVISERS INC 220.02%0.02%0.02%Q4 2014Q1 20152
Holistic Financial Partners 220.01%0.02%0.02%Q4 2017Q1 20182
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Man Investments Ltd 220.32%0.35%0.38%Q1 2014Q2 20142
Altus Wealth Group LLC 110.12%0.16%0.20%Q4 2020Q1 20222
Well Done, LLC 110.00%0.00%0.01%Q1 2018Q4 20182
WESPAC Advisors SoCal, LLC 220.00%0.01%0.01%Q1 2016Q2 20162
BERRY GROUP, LLC 110.09%0.11%0.13%Q4 2019Q4 20202
Meridian Wealth Advisors, LLC 110.08%0.08%0.09%Q4 2018Q3 20202
Retirement Planning Group, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Sante Capital Fund, LP 110.90%1.68%2.45%Q1 2022Q3 20222
INTEGRATED WEALTH COUNSEL, LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Morningstar Investment Management LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Thor Advisors, LLC 110.37%0.38%0.39%Q1 2019Q3 20192
First Capital Advisors Group, LLC. 110.00%0.01%0.02%Q1 2018Q2 20232
Karp Capital Management Corp 110.01%0.09%0.17%Q1 2017Q3 20222
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.11%0.54%0.97%Q4 2021Q1 20232
Obsidian Personal Planning Solutions LLC 220.21%0.26%0.31%Q2 2023Q3 20232
SOUTHERN CAPITAL ADVISORS, LLC 220.16%0.17%0.17%Q1 2023Q2 20232
Teamwork Financial Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
MARSHALL WACE ASIA Ltd 110.13%0.15%0.16%Q2 2017Q2 20182
Madison Scottsdale, LC 220.04%0.04%0.04%Q2 2013Q3 20132
Dixon Hughes Goodman Wealth Advisors LLC 220.54%0.57%0.61%Q4 2021Q1 20222
Ecofin Advisors Ltd 220.11%0.60%1.09%Q2 2013Q3 20132
ShoreHaven Wealth Partners, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Advisor Resource Council 110.02%0.02%0.03%Q4 2021Q2 20222
COURIER CAPITAL LLC 220.15%0.15%0.16%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.10%0.14%0.18%Q2 2016Q3 20162
Cardinal Capital Management, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Noked Israel Ltd 220.28%0.50%0.72%Q1 2019Q2 20192
SAROFIM FAYEZ 110.01%0.01%0.01%Q4 2012Q3 20132
Bridgefront Capital, LLC 110.16%0.44%0.72%Q1 2021Q4 20212
AAF Wealth Management, LLC 220.13%0.13%0.13%Q1 2023Q2 20232
WIN ADVISORS, INC 220.00%0.01%0.02%Q1 2022Q2 20222
STUDIO INVESTMENT MANAGEMENT LLC 220.14%0.25%0.36%Q2 2023Q3 20232
Atlantic Private Wealth, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
Arthur Zaske & Associates, LLC 220.22%0.31%0.40%Q3 2016Q4 20162
Breakwater Capital Group 110.08%0.10%0.11%Q4 2022Q3 20232
Herold Advisors, Inc. 110.05%0.05%0.06%Q3 2021Q1 20222
Noked Capital LTD 220.28%0.50%0.72%Q1 2019Q2 20192
STIFEL NICOLAUS & CO INC \MO\ 220.37%0.37%0.38%Q2 2013Q3 20132
Activest Wealth Management 220.04%0.04%0.04%Q3 2022Q4 20222
Amtrust Financial Services, Inc. 220.22%0.22%0.22%Q4 2016Q1 20172
Drake & Associates, LLC 220.15%0.16%0.18%Q1 2023Q2 20232
MITCHELL MCLEOD PUGH & WILLIAMS INC 220.41%0.43%0.44%Q2 2023Q3 20232
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 220.22%0.22%0.22%Q4 2013Q1 20142
Winchester Group Inc. 220.77%0.78%0.79%Q2 2013Q3 20132
Portside Wealth Group, LLC 220.16%0.17%0.18%Q2 2023Q3 20232
ELM ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q4 20202
Atomi Financial Group, Inc. 220.08%0.09%0.10%Q2 2023Q3 20232
Investors Financial Group, LLC 220.13%0.14%0.14%Q2 2021Q3 20212
WealthBridge Capital Management, LLC 220.05%0.06%0.06%Q4 2018Q1 20192
Acrospire Investment Management LLC 110.01%0.02%0.03%Q1 2016Q2 20172
BMI CAPITAL CORP 220.88%0.90%0.92%Q2 2013Q3 20132
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2021Q3 20222
Sound View Wealth Advisors, LLC 220.48%0.50%0.52%Q4 2018Q1 20192
MONTAGE INVESTMENTS, LLC 220.32%0.33%0.35%Q1 2016Q2 20162
Blue Chip Partners, LLC 220.04%0.05%0.05%Q1 2020Q2 20202
ORG Partners LLC 220.02%0.06%0.09%Q2 2023Q3 20232
Paradigm, Strategies in Wealth Management, LLC 220.14%0.14%0.15%Q1 2021Q2 20212
Sageworth Trust Co 110.00%0.00%0.00%Q1 2019Q2 20202
Nemes Rush Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Forum Financial Management, LP 220.01%0.01%0.01%Q2 2023Q3 20232
Catalyst Wealth Management, LLC 220.54%0.60%0.66%Q4 2022Q1 20232
Hightower 6M Holding, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Impact Partnership Wealth, LLC 220.01%0.03%0.05%Q2 2023Q3 20232
TIGER MANAGEMENT L.L.C. 110.16%0.62%1.08%Q1 2017Q1 20172
Ground Swell Capital, LLC 220.11%0.14%0.17%Q2 2014Q3 20142
Slagle Financial, LLC 220.21%0.24%0.27%Q2 2023Q3 20232
IRON Financial LLC 220.22%0.22%0.23%Q3 2021Q4 20212
NORWOOD FINANCIAL CORP 220.04%0.04%0.04%Q2 2023Q3 20232
MKP Capital Management, L.L.C. 110.20%0.49%0.78%Q4 2020Q4 20202
Prairie Sky Financial Group LLC 220.31%0.31%0.32%Q2 2023Q3 20232
Parametrica Management Ltd 110.32%0.79%1.25%Q4 2013Q4 20172
Enlightenment Research, LLC 110.67%0.77%0.87%Q2 2020Q3 20222
Oak Point Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
FORT, L.P. 220.03%0.03%0.03%Q1 2019Q2 20192
Cherry Tree Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
UNION SAVINGS BANK 220.12%0.12%0.12%Q2 2023Q3 20232
apricus wealth, LLC 220.18%0.20%0.23%Q4 2021Q1 20222
Reliant Investment Management, LLC 220.16%0.18%0.19%Q3 2022Q4 20222
LAZARI CAPITAL MANAGEMENT, INC. 220.11%0.12%0.12%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.02%0.03%0.03%Q4 2022Q2 20232
Paradigm Financial Advisors, LLC 220.02%0.02%0.02%Q4 2013Q1 20142
GENERAL ELECTRIC CO 220.01%0.01%0.01%Q1 2016Q2 20162
Petrus Trust Company, LTA 110.04%0.05%0.05%Q2 2018Q1 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.42%0.42%0.43%Q2 2023Q3 20232
Relyea Zuckerberg Hanson LLC 110.05%0.07%0.08%Q2 2022Q1 20232
Fortis Group Advisors, LLC 110.02%0.04%0.06%Q3 2020Q3 20232
Avondale Wealth Management 110.01%0.04%0.08%Q4 2017Q4 20202
Signet Investment Advisory Group, Inc. 110.04%0.08%0.11%Q4 2018Q4 20202
NORTHERN TRUST CO OF CONNECTICUT 220.09%0.09%0.09%Q2 2013Q3 20132
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
Capital Financial Services, LLC 110.28%0.29%0.30%Q2 2022Q4 20222
Independent Portfolio Consultants, Inc. 110.00%0.00%0.00%Q1 2015Q4 20162
Fiera Capital Inc. 220.08%0.08%0.09%Q2 2013Q3 20132
Plancorp, LLC 110.01%0.05%0.08%Q1 2019Q1 20232
Crown Wealth Group, LLC 220.16%0.18%0.20%Q1 2022Q2 20222
INVESCO, LLC 220.23%0.24%0.24%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 220.20%0.20%0.21%Q2 2023Q3 20232
Godshalk Welsh Capital Management, Inc. 110.16%0.16%0.16%Q4 2014Q4 20141
Security National Bank 110.05%0.05%0.05%Q1 2022Q1 20221
NBC SECURITIES, INC. 110.32%0.32%0.32%Q3 2023Q3 20231
BONTEMPO OHLY CAPITAL MGMT LLC 110.16%0.16%0.16%Q3 2019Q3 20191
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Ferguson Shapiro LLC 110.74%0.74%0.74%Q2 2020Q2 20201
Belvedere Trading LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Financial Sense Advisors, Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
TIG Advisors, LLC 110.27%0.27%0.27%Q3 2020Q3 20201
Weiss Asset Management LP 110.16%0.16%0.16%Q3 2023Q3 20231
Abundance Wealth Counselors 110.01%0.01%0.01%Q1 2021Q1 20211
LWM Advisory Services, LLC 110.32%0.32%0.32%Q2 2022Q2 20221
OPSEU Pension Plan Trust Fund 111.40%1.40%1.40%Q1 2020Q1 20201
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Regis Management CO LLC 110.07%0.07%0.07%Q4 2015Q4 20151
BBR PARTNERS, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Norman Fields, Gottscho Capital Management, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Coho Partners, Ltd. 110.02%0.02%0.02%Q1 2014Q1 20141
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
Windsor Creek Advisors, LLC 110.36%0.36%0.36%Q2 2020Q2 20201
Pergamon Offshore Advisors, L.P. 110.21%0.21%0.21%Q1 2015Q1 20151
Price Capital Management, Inc. 110.76%0.76%0.76%Q3 2019Q3 20191
COUNTRY CLUB BANK /GFN 110.02%0.02%0.02%Q2 2022Q2 20221
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
RMB Capital Management, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q4 2017Q4 20171
BRC Investment Management LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Clarfeld Financial Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
HOWARD WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Stux Capital Management, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
DeDora Capital, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Castle Rock Wealth Management, LLC 110.65%0.65%0.65%Q4 2017Q4 20171
Qsemble Capital Management, LP 110.52%0.52%0.52%Q4 2022Q4 20221
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Lebenthal Wealth Advisors, LLC 110.99%0.99%0.99%Q2 2016Q2 20161
Bernardo Wealth Planning LLC 110.11%0.11%0.11%Q3 2020Q3 20201
COHEN & STEERS CAPITAL MANAGEMENT INC 110.34%0.34%0.34%Q1 2015Q1 20151
Weil Company, Inc. 110.06%0.06%0.06%Q3 2019Q3 20191
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
BEDEL FINANCIAL CONSULTING INC 110.09%0.09%0.09%Q3 2023Q3 20231
Blue Sky Asset Management, LLC 110.52%0.52%0.52%Q1 2018Q1 20181
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Kidder Stephen W 110.06%0.06%0.06%Q4 2021Q4 20211
America First Investment Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Stack Financial Management, Inc 112.09%2.09%2.09%Q3 2023Q3 20231
WJ Interests, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
DSC Advisors, L.P. 110.02%0.02%0.02%Q4 2015Q4 20151
Pluribus Labs, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Millburn Ridgefield Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Athanor Capital, LP 110.02%0.02%0.02%Q4 2020Q4 20201
SOCIETE GENERALE 110.08%0.08%0.08%Q2 2016Q2 20161
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2020Q1 20201
Questar Asset Management, Inc. 110.46%0.46%0.46%Q4 2018Q4 20181
Parplus Partners 110.13%0.13%0.13%Q4 2019Q4 20191
Pointe Capital Management LLC 110.06%0.06%0.06%Q1 2023Q1 20231
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.04%0.04%0.04%Q2 2020Q2 20201
Main Street Financial Solutions, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
WHITEBOX ADVISORS LLC 110.01%0.01%0.01%Q3 2014Q3 20141
PLATINUM INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q3 2023Q3 20231
Kore Private Wealth LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Ninepoint Partners LP 110.08%0.08%0.08%Q3 2022Q3 20221
LINCOLN CAPITAL CORP 1152.93%52.93%52.93%Q1 2020Q1 20201
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
BRASADA CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q3 2018Q3 20181
MERITAGE PORTFOLIO MANAGEMENT 110.46%0.46%0.46%Q3 2018Q3 20181
Harfst & Associates, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Castle Financial & Retirement Planning Associates, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
PAYDEN & RYGEL INVESTMENT GROUP 110.82%0.82%0.82%Q3 2023Q3 20231
Tibra Equities Europe Ltd 110.10%0.10%0.10%Q4 2020Q4 20201
FFT WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q2 2021Q2 20211
R&F Capital Advisors LP 110.09%0.09%0.09%Q4 2016Q4 20161
Andesa Financial Management Inc. 110.18%0.18%0.18%Q1 2019Q1 20191
B&D White Capital Company, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EQUITEC PROPRIETARY MARKETS, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Landmark Wealth Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
ARVEST TRUST CO N A 110.03%0.03%0.03%Q2 2013Q2 20131
GLENHILL ADVISORS LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Truvvo Partners LLC 110.32%0.32%0.32%Q1 2016Q1 20161
VIRGINIA RETIREMENT SYSTEM 110.23%0.23%0.23%Q1 2016Q1 20161
Invictus RG 110.13%0.13%0.13%Q1 2017Q1 20171
COOLIDGE FRANCIS L 110.17%0.17%0.17%Q2 2013Q2 20131
Opera Trading Capital 110.00%0.00%0.00%Q1 2018Q1 20181
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Coastal Bridge Advisors, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Beacon Pointe Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
All Season Financial Advisors, Inc. 110.42%0.42%0.42%Q2 2022Q2 20221
Exane Asset Management 110.02%0.02%0.02%Q2 2018Q2 20181
HANSEATIC MANAGEMENT SERVICES INC 110.16%0.16%0.16%Q4 2014Q4 20141
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CHARLES STEWART MOTT FOUNDATION 110.23%0.23%0.23%Q3 2015Q3 20151
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.47%0.47%0.47%Q2 2021Q2 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Garda Capital Partners LP 110.01%0.01%0.01%Q1 2023Q1 20231
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
FIRST NEW YORK SECURITIES LLC /NY 110.03%0.03%0.03%Q3 2014Q3 20141
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Kelman-Lazarov, Inc. 110.02%0.02%0.02%Q1 2016Q1 20161
Silicon Valley Capital Partners 110.00%0.00%0.00%Q1 2023Q1 20231
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BARNES PETTEY FINANCIAL ADVISORS, LLC 110.25%0.25%0.25%Q1 2022Q1 20221
JMAC ENTERPRISES LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Scissortail Wealth Management, LLC 111.11%1.11%1.11%Q4 2022Q4 20221
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
White Knight Strategic Wealth Advisors, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
JACKSON THORNTON ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Highview Capital Management LLC/DE/ 110.78%0.78%0.78%Q1 2022Q1 20221
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
MWA Asset Management 110.79%0.79%0.79%Q3 2023Q3 20231
CARL STUART INVESTMENT ADVISOR, INC 110.02%0.02%0.02%Q1 2022Q1 20221
Mizuho Securities Co. Ltd. 110.06%0.06%0.06%Q2 2019Q2 20191
Delphia (USA) Inc. 110.34%0.34%0.34%Q1 2023Q1 20231
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Corton Capital Inc. 110.24%0.24%0.24%Q1 2023Q1 20231
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
KRS Capital Management, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
William Allan Corp 110.10%0.10%0.10%Q4 2021Q4 20211
Level Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Kessler Investment Group, LLC 110.08%0.08%0.08%Q3 2013Q3 20131
Invst, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
PURSUE WEALTH PARTNERS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Huber Financial Advisors, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
Kula Investments, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
Pallas Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Teilinger Capital Ltd. 110.50%0.50%0.50%Q4 2020Q4 20201
NewEdge Wealth, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
XR Securities LLC 110.03%0.03%0.03%Q4 2022Q4 20221
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EAGLE ROCK INVESTMENT COMPANY, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Koss-Olinger Consulting, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Optiver Holding B.V. 110.00%0.00%0.00%Q1 2022Q1 20221
Capitolis Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Richwood Investment Advisors, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Sompo Asset Management Co., Ltd. 110.54%0.54%0.54%Q3 2018Q3 20181
Longer Investments Inc. 112.33%2.33%2.33%Q3 2014Q3 20141
Tower Wealth Partners, Inc. 110.28%0.28%0.28%Q2 2022Q2 20221
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Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
DEFINED WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Cai Capital Management, Inc. 111.15%1.15%1.15%Q2 2013Q2 20131
FIDELITY D & D BANCORP INC 110.49%0.49%0.49%Q3 2023Q3 20231
Acrisure Capital Management, LLC 111.16%1.16%1.16%Q1 2023Q1 20231
Covalis Capital LLP 111.54%1.54%1.54%Q1 2021Q1 20211
HARTLINE INVESTMENT CORP/ 110.20%0.20%0.20%Q3 2022Q3 20221
Glassy Mountain Advisors, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
J.Safra Asset Management Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
DECADE RENEWABLE PARTNERS LP 113.94%3.94%3.94%Q2 2023Q2 20231
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Weatherstone Capital Management 110.08%0.08%0.08%Q4 2018Q4 20181
OUTFITTER FINANCIAL LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Crestline Management, LP 110.62%0.62%0.62%Q3 2016Q3 20161
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Walker Asset Management, LLC 110.34%0.34%0.34%Q4 2023Q4 20231
Lebenthal Global Advisors, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
FSC Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.19%0.19%0.19%Q4 2020Q4 20201
Duquesne Family Office 113.91%3.91%3.91%Q1 2016Q1 20161
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Archipel Asset Management AB 112.03%2.03%2.03%Q2 2014Q2 20141
Greenhouse Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
PHH Investments, Ltd. 110.08%0.08%0.08%Q3 2019Q3 20191
Northwest Bank & Trust Co 110.05%0.05%0.05%Q2 2023Q2 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
R.P. Boggs & Co. 112.51%2.51%2.51%Q4 2020Q4 20201
Annapolis Financial Services, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CHARTWELL INVESTMENT PARTNERS/PA 110.02%0.02%0.02%Q1 2014Q1 20141
Plan Group Financial, LLC 110.18%0.18%0.18%Q2 2023Q2 20231
McClarren Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TCG Advisory Services, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
LOEB PARTNERS CORP 110.01%0.01%0.01%Q4 2018Q4 20181
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
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Campbell Wealth Management 110.02%0.02%0.02%Q2 2020Q2 20201
Financial Planning & Information Services, Inc. 110.05%0.05%0.05%Q1 2022Q1 20221
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Horizon Kinetics 110.01%0.01%0.01%Q3 2017Q3 20171
Howard Capital Management Inc. 111.24%1.24%1.24%Q4 2017Q4 20171
Sand Hill Global Advisors, LLC 110.74%0.74%0.74%Q2 2013Q2 20131
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Monterey Private Wealth, Inc. 110.20%0.20%0.20%Q3 2022Q3 20221
DCM Advisors, LLC 110.56%0.56%0.56%Q4 2020Q4 20201
Efficient Advisors, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Astrantus Ltd 111.08%1.08%1.08%Q4 2021Q4 20211
STAPP WEALTH MANAGEMENT, PLLC 110.04%0.04%0.04%Q3 2022Q3 20221
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Audent Global Asset Management, LLC 110.57%0.57%0.57%Q3 2023Q3 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Harbour Capital Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Sterling Global Strategies LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.05%0.05%0.05%Q3 2022Q3 20221
Kemnay Advisory Services Inc. 110.23%0.23%0.23%Q1 2020Q1 20201
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
XTX Topco Ltd 110.15%0.15%0.15%Q1 2022Q1 20221
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Amalgamated Financial Corp. 110.17%0.17%0.17%Q1 2022Q1 20221
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
PACES FERRY WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Onyx Bridge Wealth Group LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q4 2016Q4 20161
Sara-Bay Financial 110.07%0.07%0.07%Q4 2021Q4 20211
Pinz Capital Management, LP 110.46%0.46%0.46%Q4 2019Q4 20191
ICC CAPITAL MANAGEMENT INC/ 110.01%0.01%0.01%Q4 2013Q4 20131
DSAM Partners (London) Ltd 110.54%0.54%0.54%Q4 2018Q4 20181
Core Wealth Partners LLC 110.93%0.93%0.93%Q4 2022Q4 20221
ADVISOR CONSULTANT NETWORK INC 110.03%0.03%0.03%Q3 2016Q3 20161
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
GREEN VALLEY INVESTORS LLC 110.44%0.44%0.44%Q4 2018Q4 20181
SHERBROOKE PARK ADVISERS LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Eclectica Asset Management LLP 110.96%0.96%0.96%Q2 2013Q2 20131
HITE Hedge Asset Management LLC 110.16%0.16%0.16%Q1 2020Q1 20201
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Aventail Capital Group, LP 110.19%0.19%0.19%Q3 2023Q3 20231
West Tower Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.02%0.02%0.02%Q3 2020Q3 20201
Asio Capital, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Petix & Botte Co 110.06%0.06%0.06%Q1 2022Q1 20221
Titus Wealth Management 110.09%0.09%0.09%Q1 2022Q1 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paulson Wealth Management Inc. 110.13%0.13%0.13%Q4 2017Q4 20171
Baron Wealth Management LLC 110.13%0.13%0.13%Q4 2023Q4 20231
Menard Financial Group LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Chiron Investment Management, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q4 2022Q4 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
PATTON FUND MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2022Q4 20221
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q3 2023Q3 20231
CHANNEL WEALTH LLC 110.14%0.14%0.14%Q4 2023Q4 20231
AVITY INVESTMENT MANAGEMENT INC. 110.03%0.03%0.03%Q1 2016Q1 20161
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
Key Bridge Compliance, LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Kure Advisory, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
KPP Advisory Services LLC 110.10%0.10%0.10%Q3 2023Q3 20231
New Republic Capital, LLC 110.37%0.37%0.37%Q3 2023Q3 20231
NORDEN GROUP LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Prosperity Wealth Management, Inc. 110.37%0.37%0.37%Q4 2022Q4 20221
Ramirez Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
HBC Financial Services, PLLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pictet Asset Management Holding SA 110.06%0.06%0.06%Q3 2023Q3 20231
Tuttle Capital Management, LLC 110.74%0.74%0.74%Q4 2018Q4 20181
QRG CAPITAL MANAGEMENT, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.29%0.29%0.29%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Security Advisor, Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Legacy Wealth Planning, LLC 110.32%0.32%0.32%Q2 2022Q2 20221
MORGENS WATERFALL VINTIADIS & CO INC 110.47%0.47%0.47%Q1 2019Q1 20191
NEOS Investment Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Rather & Kittrell, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
BlueMar Capital Management, LLC 111.55%1.55%1.55%Q4 2019Q4 20191
Aurora Private Wealth, Inc. 110.08%0.08%0.08%Q1 2020Q1 20201
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.87%0.87%0.87%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.02%0.02%0.02%Q4 2019Q4 20191
New Vernon Capital Holdings II LLC 110.42%0.42%0.42%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
TIDE POINT CAPITAL MANAGEMENT, LP 111.46%1.46%1.46%Q2 2018Q2 20181
ADAMS DIVERSIFIED EQUITY FUND, INC. 110.75%0.75%0.75%Q2 2020Q2 20201
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.59%0.59%0.59%Q3 2013Q3 20131
AMJ Financial Wealth Management 112.40%2.40%2.40%Q2 2022Q2 20221
AVALON CAPITAL MANAGEMENT 112.04%2.04%2.04%Q4 2015Q4 20151
PointState Capital LP 110.56%0.56%0.56%Q2 2018Q2 20181
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
Synergy Asset Management, LLC 110.58%0.58%0.58%Q2 2022Q2 20221
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Delpha Capital Management, LLC 110.31%0.31%0.31%Q4 2017Q4 20171
EA Series Trust 110.04%0.04%0.04%Q2 2023Q2 20231
Provident Investment Management, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
WESPAC Advisors, LLC 110.16%0.16%0.16%Q2 2017Q2 20171
Advanced Asset Management Advisors Inc 110.01%0.01%0.01%Q4 2022Q4 20221
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Briaud Financial Planning, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
State of New Jersey Common Pension Fund A 110.15%0.15%0.15%Q1 2014Q1 20141
Hutchin Hill Capital, LP 110.07%0.07%0.07%Q4 2017Q4 20171
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AlphaOne Investment Services, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Laidlaw Group, LLC 110.10%0.10%0.10%Q1 2015Q1 20151
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
Keystone Financial Planning, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q2 2023Q2 20231
Bay Rivers Group 110.26%0.26%0.26%Q2 2020Q2 20201
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.01%0.01%0.01%Q3 2018Q3 20181
Heartwood Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Belmont Capital, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BRR OpCo, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Pictet North America Advisors SA 110.14%0.14%0.14%Q1 2015Q1 20151
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
Lighthouse Investment Partners, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Samson Rock Capital LLP 110.25%0.25%0.25%Q3 2022Q3 20221
LILLEY & CO 110.09%0.09%0.09%Q4 2013Q4 20131
Cinctive Capital Management LP 110.62%0.62%0.62%Q4 2019Q4 20191
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.01%0.01%0.01%Q3 2023Q3 20231
AURORA FINANCIAL ADVISORS, LLC 110.69%0.69%0.69%Q4 2017Q4 20171
HILLTOP WEALTH ADVISORS, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
BECK CAPITAL MANAGEMENT, LLC 110.14%0.14%0.14%Q2 2016Q2 20161
Tranquility Partners, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
DIAMANT ASSET MANAGEMENT, INC. 110.16%0.16%0.16%Q1 2022Q1 20221
GALAXY CAPITAL TRADING LTD 110.38%0.38%0.38%Q2 2013Q2 20131
RUSHMORE INVESTMENT ADVISORS, INC. 110.06%0.06%0.06%Q2 2013Q2 20131
Ostrum Asset Management U.S., LLC 110.18%0.18%0.18%Q4 2018Q4 20181
PNC Managed Account Solutions, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Arlington Capital Management, Inc. 111.46%1.46%1.46%Q2 2016Q2 20161
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GERMAN AMERICAN BANCORP, INC. 110.03%0.03%0.03%Q1 2022Q1 20221
BARING ASSET MANAGEMENT Ltd 110.01%0.01%0.01%Q3 2017Q3 20171
JBJ Investment Partners, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Irish Life Investment Managers Ltd. 110.46%0.46%0.46%Q2 2013Q2 20131
GFS Advisors, LLC 110.30%0.30%0.30%Q1 2016Q1 20161
Resolution Capital Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Baltimore-Washington Financial Advisors Inc. 110.61%0.61%0.61%Q2 2013Q2 20131
Schonfeld Group Holdings LLC 110.13%0.13%0.13%Q1 2014Q1 20141
Pentwater Capital Management LP 110.01%0.01%0.01%Q4 2019Q4 20191
Quad Capital Management Advisors LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Garde Capital, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
XML SECURITIES, LLC 110.27%0.27%0.27%Q1 2018Q1 20181
ATLANTIC INVESTMENT Co 110.60%0.60%0.60%Q3 2015Q3 20151
Graticule Asia Macro Advisors LLC 110.04%0.04%0.04%Q3 2018Q3 20181
Handelsbanken Fonder AB 110.09%0.09%0.09%Q4 2015Q4 20151
Enterprise Bank & Trust Co 110.10%0.10%0.10%Q3 2019Q3 20191
Atwater Malick LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Manifold Partners, LLC 111.91%1.91%1.91%Q3 2014Q3 20141
CAMDEN NATIONAL CORP 111.17%1.17%1.17%Q1 2021Q1 20211
Summit Financial Strategies, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
U S GLOBAL INVESTORS INC 110.05%0.05%0.05%Q2 2014Q2 20141
Brendel Financial Advisors LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Telemus Investment Management, LLC 110.11%0.11%0.11%Q2 2013Q2 20131
Monashee Investment Management LLC 111.51%1.51%1.51%Q1 2018Q1 20181
Paragon Capital Management LLC 110.05%0.05%0.05%Q1 2019Q1 20191
FIRST FINANCIAL EQUITY CORPORATION 110.11%0.11%0.11%Q1 2017Q1 20171
BANK OF STOCKTON 110.09%0.09%0.09%Q2 2020Q2 20201
Davide Leone & Partners Investment Co Ltd. 110.12%0.12%0.12%Q1 2021Q1 20211
Forward Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
SCHRODERS IS Ltd 110.09%0.09%0.09%Q2 2022Q2 20221
ALTERNA WEALTH MANAGEMENT, INC 110.06%0.06%0.06%Q4 2018Q4 20181
RESTON WEALTH MANAGEMENT LLC 110.26%0.26%0.26%Q1 2020Q1 20201
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This page lists all the filers that currently own DUKE ENERGY CORP NEW or have owned DUKE ENERGY CORP NEW in the past.