ENTERPRISE PRODS PARTNERS L shareholder history

Current and past ENTERPRISE PRODS PARTNERS L shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.04%Q2 2013Q3 2023125
GOLDMAN SACHS GROUP INC 4240.00%0.11%0.45%Q1 2012Q3 2023108
BARCLAYS PLC 42420.00%0.03%0.20%Q2 2013Q3 2023104
Walleye Trading LLC 42420.00%0.02%0.14%Q2 2013Q3 2023101
CITIGROUP INC 42420.00%0.03%0.16%Q2 2013Q3 202399
Cutler Group LLC / CA 32320.00%0.02%0.56%Q4 2015Q3 202393
Citadel Advisors 3010.00%0.00%0.02%Q3 2013Q3 202390
WOLVERINE TRADING, LLC 30300.00%0.01%0.05%Q2 2016Q3 202388
UBS Group AG 36360.00%0.09%0.55%Q4 2014Q3 202387
BANK OF AMERICA CORP /DE/ 42420.00%0.05%0.20%Q2 2013Q3 202387
Parallax Volatility Advisers, L.P. 1730.00%0.01%0.04%Q2 2013Q3 202286
JANE STREET GROUP, LLC 3110.00%0.01%0.07%Q1 2014Q3 202385
HAP Trading, LLC 3210.00%0.03%0.30%Q4 2013Q3 202376
HSBC HOLDINGS PLC 3610.00%0.02%0.24%Q1 2012Q3 202371
ROYAL BANK OF CANADA 42420.00%0.03%0.09%Q2 2013Q3 202369
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.03%0.20%Q2 2013Q3 202364
Nuveen Asset Management, LLC 42420.00%0.10%0.60%Q2 2013Q3 202360
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.09%Q2 2013Q3 202359
HUNTINGTON NATIONAL BANK 59590.01%0.04%0.14%Q1 2009Q3 202359
Creative Planning 42420.00%0.42%1.16%Q2 2013Q3 202353
RAYMOND JAMES & ASSOCIATES 42420.00%0.18%0.65%Q2 2013Q3 202352
PEAK6 Group LLC 1550.00%0.04%0.25%Q2 2013Q2 201851
PEAK6 Investments LLC 21210.00%0.01%0.08%Q3 2018Q3 202350
BANK OF MONTREAL /CAN/ 3920.00%0.09%0.43%Q2 2013Q3 202349
MUFG Americas Holdings Corp 48480.02%0.06%0.16%Q4 2010Q3 202248
Pekin Hardy Strauss, Inc. 43430.01%0.17%0.62%Q1 2013Q3 202348
M&T BANK CORP 42420.00%0.11%0.32%Q2 2013Q3 202347
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 42420.00%4.06%8.31%Q2 2013Q3 202347
CREDIT SUISSE AG/ 39390.00%0.08%0.25%Q1 2013Q3 202247
MCF Advisors LLC 4070.02%0.12%0.31%Q4 2011Q3 202347
DEUTSCHE BANK AG\ 41410.00%0.20%0.77%Q3 2013Q3 202347
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.06%0.50%1.36%Q2 2010Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.03%0.06%Q4 2012Q3 202344
KAYNE ANDERSON CAPITAL ADVISORS LP 42420.12%8.62%11.73%Q2 2013Q3 202344
Heronetta Management, L.P. 444411.80%14.13%15.60%Q4 2012Q3 202344
PALISADE CAPITAL MANAGEMENT, LP 44440.04%0.08%0.15%Q4 2012Q3 202344
Bank of New York Mellon Corp 43430.00%0.01%0.04%Q1 2013Q3 202344
Norman Fields, Gottscho Capital Management, LLC 44440.13%0.93%3.08%Q1 2013Q4 202344
LPL Financial LLC 42420.01%0.06%0.12%Q2 2013Q3 202344
SMITHBRIDGE ASSET MANAGEMENT INC/DE 43430.71%0.94%1.34%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.01%0.02%0.04%Q1 2013Q3 202343
ING GROEP NV 43430.00%2.24%8.81%Q1 2013Q3 202343
Russell Investments Group, Ltd. 28280.00%0.04%0.15%Q4 2016Q3 202343
Joel Isaacson & Co., LLC 32110.04%0.17%0.37%Q4 2012Q3 202343
TIEDEMANN ADVISORS, LLC 42420.00%3.04%9.56%Q2 2013Q3 202343
Veritable, L.P. 43430.05%0.35%0.78%Q4 2012Q2 202343
Cetera Advisor Networks LLC 43430.02%0.07%0.18%Q1 2013Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.23%0.62%1.06%Q1 2013Q3 202343
Linscomb & Williams, Inc. 42420.01%0.36%0.67%Q2 2013Q3 202343
HighTower Advisors, LLC 42420.00%0.52%1.22%Q2 2013Q3 202343
BALDWIN BROTHERS LLC/MA 43430.54%1.52%2.78%Q2 2013Q4 202343
PRIVATE TRUST CO NA 43430.03%0.13%0.30%Q1 2013Q3 202343
NEVILLE RODIE & SHAW INC 43430.16%0.52%1.18%Q2 2013Q4 202343
BEACH INVESTMENT COUNSEL INC/PA 3584.02%6.20%8.19%Q1 2013Q4 202343
ALBERT D MASON INC 43430.88%1.44%2.29%Q2 2013Q4 202343
SALEM INVESTMENT COUNSELORS INC 42420.19%0.60%1.08%Q2 2013Q3 202342
ARCADIA INVESTMENT MANAGEMENT CORP/MI 42420.04%0.31%1.21%Q2 2013Q3 202342
A. D. Beadell Investment Counsel, Inc. 42421.04%2.11%5.01%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.02%0.05%0.14%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.03%0.09%0.19%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42420.03%0.09%0.18%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.01%0.04%0.09%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.28%1.37%4.39%Q2 2013Q3 202342
Coastline Trust Co 42420.03%0.31%0.90%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.05%0.31%1.02%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.01%0.02%Q2 2013Q3 202342
WMS Partners, LLC 42420.03%0.87%2.39%Q2 2013Q3 202342
Morningstar Investment Services LLC 42420.03%0.19%0.38%Q2 2013Q3 202342
Narwhal Capital Management 42420.03%0.37%0.82%Q2 2013Q3 202342
Sandy Spring Bank 42420.00%0.14%0.31%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.03%0.05%Q2 2013Q3 202342
Reynders McVeigh Capital Management, LLC 42420.02%0.07%0.17%Q2 2013Q3 202342
Hollow Brook Wealth Management LLC 42421.83%4.68%9.38%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.09%0.21%Q2 2013Q3 202342
Private Harbour Investment Management & Counsel, LLC 42420.26%1.00%1.76%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.02%0.06%0.16%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.03%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.02%0.04%0.07%Q2 2013Q3 202342
Ancora Advisors LLC 42420.12%0.25%0.36%Q2 2013Q3 202342
Eagle Ridge Investment Management 42420.03%0.19%0.48%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.02%0.05%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.02%0.15%0.40%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
ORLEANS CAPITAL MANAGEMENT CORP/LA 42420.91%1.92%7.66%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.02%0.06%0.12%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.04%0.09%0.13%Q2 2013Q3 202342
MAI Capital Management 42420.14%0.67%1.88%Q2 2013Q3 202342
FMR LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
SPIRIT OF AMERICA MANAGEMENT CORP/NY 42420.78%2.81%3.83%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.08%0.33%0.63%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42421.33%2.35%3.54%Q2 2013Q3 202342
BURNEY CO/ 42420.02%0.07%0.20%Q2 2013Q3 202342
ATWOOD & PALMER INC 42420.01%0.04%0.10%Q2 2013Q3 202342
Busey Bank 42420.02%0.08%0.11%Q2 2013Q3 202342
Renaissance Investment Group LLC 42421.31%3.16%6.12%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.01%0.04%0.05%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.08%0.18%0.28%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.02%0.26%0.71%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.06%0.09%0.16%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.31%0.58%0.86%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
DF DENT & CO INC 42420.01%0.02%0.04%Q2 2013Q3 202342
Tufton Capital Management 42420.47%1.00%2.02%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.19%0.26%0.33%Q2 2013Q3 202342
GARRISON BRADFORD & ASSOCIATES INC 42420.72%3.12%6.18%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.01%0.10%0.43%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.21%0.36%0.55%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.03%0.28%0.93%Q2 2013Q3 202342
UMB Bank, n.a. 42420.01%0.02%0.05%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.10%0.22%Q2 2013Q3 202342
Spot Trading L.L.C 16160.00%0.07%0.19%Q2 2013Q1 201742
MACQUARIE GROUP LTD 42420.00%0.04%0.09%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.64%0.88%1.20%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.01%0.02%0.04%Q2 2013Q3 202342
Pinnacle Holdings, LLC 42420.41%1.00%1.46%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.02%0.16%0.34%Q2 2013Q3 202342
AR ASSET MANAGEMENT INC 42420.35%0.69%1.20%Q2 2013Q3 202342
MARCO INVESTMENT MANAGEMENT LLC 42420.28%1.28%1.99%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.01%Q2 2013Q3 202342
Cutter & CO Brokerage, Inc. 42421.04%2.41%5.11%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.03%0.05%0.07%Q2 2013Q3 202342
Callahan Advisors, LLC 42420.05%0.18%0.39%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.01%0.07%0.38%Q2 2013Q3 202342
BOURGEON CAPITAL MANAGEMENT LLC 42420.33%1.15%2.22%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.10%0.24%0.55%Q2 2013Q3 202342
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 42420.23%1.01%3.06%Q2 2013Q3 202342
GOULD ASSET MANAGEMENT LLC /CA/ 42420.08%0.26%0.74%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.00%0.03%0.10%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.02%0.08%0.19%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.05%0.08%0.13%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.04%0.16%Q2 2013Q3 202342
Energy Income Partners, LLC 42425.64%8.52%11.28%Q2 2013Q3 202342
CASTLEARK MANAGEMENT LLC 42420.11%0.39%0.66%Q2 2013Q3 202342
PENN DAVIS MCFARLAND INC 42424.36%7.79%10.43%Q2 2013Q3 202342
CHATHAM CAPITAL GROUP, INC. 42420.32%0.87%1.95%Q2 2013Q3 202342
NOVARE CAPITAL MANAGEMENT LLC 42420.02%2.12%6.80%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.14%0.28%0.56%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42420.35%0.60%0.90%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.11%0.30%Q2 2013Q3 202342
Adams Asset Advisors, LLC 42420.25%0.61%0.89%Q2 2013Q3 202342
MILLER HOWARD INVESTMENTS INC /NY 42421.10%4.75%9.38%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.01%0.37%1.01%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.07%0.90%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.03%0.17%0.49%Q2 2013Q3 202342
Partners Group Holding AG 42420.05%0.81%3.95%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.02%0.09%0.22%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42421.97%5.53%8.48%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.08%0.24%0.49%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.12%0.32%Q2 2013Q3 202342
ADELL HARRIMAN & CARPENTER INC 42420.48%1.82%3.33%Q2 2013Q3 202342
ALPS ADVISORS INC 42424.89%7.02%8.62%Q2 2013Q3 202342
Mariner, LLC 42420.02%0.14%0.44%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.04%0.10%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.26%0.56%0.97%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.07%0.20%Q2 2013Q3 202342
DIVIDEND ASSETS CAPITAL, LLC 42421.82%3.58%7.10%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.00%0.01%0.03%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.03%0.10%0.22%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.05%0.20%0.54%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.15%0.41%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.06%0.24%0.71%Q2 2013Q3 202342
Hilton Capital Management, LLC 42420.28%3.50%9.60%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.02%0.16%0.40%Q2 2013Q3 202342
DAVIS R M INC 42420.01%0.04%0.10%Q2 2013Q3 202342
Verity & Verity, LLC 42420.27%0.89%1.61%Q2 2013Q3 202342
Hardman Johnston Global Advisors LLC 42420.12%0.31%0.60%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.01%0.09%0.39%Q2 2013Q3 202342
Strategic Advisors LLC 42420.08%0.46%0.90%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.01%0.05%0.12%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.04%0.14%0.34%Q2 2013Q3 202342
Hartford Financial Management Inc. 42420.18%0.49%0.86%Q2 2013Q3 202342
EVERGREEN CAPITAL MANAGEMENT LLC 42420.99%2.41%4.61%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.01%0.03%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.05%0.16%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.02%0.14%0.31%Q2 2013Q3 202342
Private Capital Advisors, Inc. 42421.66%2.54%3.40%Q2 2013Q3 202342
CHICKASAW CAPITAL MANAGEMENT LLC 42422.53%7.72%11.41%Q2 2013Q3 202342
Haverford Trust Co 42420.02%0.04%0.06%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.02%0.05%0.09%Q2 2013Q3 202342
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 42420.08%0.32%0.85%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.31%0.61%0.99%Q2 2013Q3 202342
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 42420.12%0.32%0.55%Q2 2013Q3 202342
PERRITT CAPITAL MANAGEMENT INC 42420.08%0.15%0.35%Q2 2013Q3 202342
BLACKHILL CAPITAL INC 42420.28%0.72%1.34%Q2 2013Q3 202342
ClearBridge Investments 42420.13%0.42%0.84%Q2 2013Q3 202342
TORTOISE CAPITAL ADVISORS, L.L.C. 42423.91%7.03%8.80%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.15%0.38%0.71%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.02%0.16%0.34%Q2 2013Q3 202342
Baldwin Investment Management, LLC 42420.60%0.88%1.14%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.03%Q2 2013Q3 202342
Estabrook Capital Management 42420.04%0.10%0.18%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.04%0.10%Q2 2013Q3 202342
Cypress Capital Group 42420.04%0.34%1.01%Q2 2013Q3 202342
Avenir Corp 42420.21%0.38%0.56%Q2 2013Q3 202342
SeaBridge Investment Advisors LLC 42420.31%0.47%0.88%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.38%0.68%1.05%Q2 2013Q3 202342
Epoch Investment Partners, Inc. 42420.32%0.53%0.74%Q2 2013Q3 202342
Gilman Hill Asset Management, LLC 42421.03%1.45%2.13%Q2 2013Q3 202342
Bollard Group LLC 42420.63%1.92%4.84%Q2 2013Q3 202342
Texas Yale Capital Corp. 42421.61%3.45%7.52%Q2 2013Q3 202342
Segment Wealth Management, LLC 42420.23%1.52%3.02%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.02%0.06%0.11%Q2 2013Q3 202342
Rothschild Capital Partners, LLC 42421.36%2.73%4.69%Q2 2013Q3 202342
Edgemoor Investment Advisors, Inc. 42420.64%0.89%1.24%Q2 2013Q3 202342
Oxbow Advisors, LLC 42420.64%2.71%6.32%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.05%0.22%0.61%Q2 2013Q3 202342
Town & Country Bank & Trust CO dba First Bankers Trust CO 42420.14%0.27%0.73%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 29120.02%0.06%0.10%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.03%0.08%0.17%Q2 2013Q2 202341
WEATHERLY ASSET MANAGEMENT L. P. 27140.03%0.13%0.32%Q2 2013Q3 202341
BOKF, NA 3290.02%0.07%0.17%Q2 2013Q3 202341
MARK ASSET MANAGEMENT LP 41410.06%0.14%0.23%Q3 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.13%0.43%Q4 2013Q3 202341
ArchPoint Investors 3290.00%0.87%1.93%Q2 2013Q3 202341
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.00%0.01%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.01%0.02%Q2 2013Q3 202341
First Horizon Advisors, Inc. 41410.01%0.04%0.12%Q3 2013Q3 202341
Bridgecreek Investment Management, LLC 41410.06%0.57%1.25%Q3 2013Q3 202341
ROANOKE ASSET MANAGEMENT CORP/ NY 41410.36%0.49%0.64%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 22190.09%0.32%1.23%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.04%0.13%0.30%Q3 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.18%0.56%1.06%Q3 2013Q4 202341
Aviance Capital Partners, LLC 3380.03%0.40%1.06%Q2 2013Q3 202341
FAYEZ SAROFIM & CO 4011.05%2.23%3.13%Q2 2013Q3 202341
ARS Investment Partners, LLC 28130.26%1.71%5.74%Q2 2013Q3 202341
WESTWOOD HOLDINGS GROUP INC 3470.00%0.76%1.41%Q2 2013Q3 202341
Johnson Financial Group, Inc. 4010.00%0.01%0.04%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.09%0.29%Q3 2013Q3 202341
Van Cleef Asset Management,Inc 30110.04%0.10%0.18%Q2 2013Q3 202341
RR Advisors, LLC 23170.28%7.87%19.24%Q2 2013Q3 202341
FARMERS & MERCHANTS INVESTMENTS INC 26150.01%0.03%0.14%Q2 2013Q3 202341
HM PAYSON & CO 22190.01%0.03%0.05%Q2 2013Q3 202341
STEEL GROVE CAPITAL ADVISORS, LLC 3560.43%1.98%4.35%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.06%0.18%Q2 2013Q2 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.10%0.35%0.75%Q2 2013Q3 202341
Diversified Trust Co 3710.01%0.24%0.76%Q2 2013Q4 202341
Janney Montgomery Scott LLC 30110.04%0.15%0.57%Q2 2013Q3 202341
WESBANCO BANK INC 30110.01%0.02%0.04%Q2 2013Q3 202341
MIDDLETON & CO INC/MA 2440.03%0.08%0.31%Q2 2013Q3 202340
TWO SIGMA SECURITIES, LLC 910.00%0.02%0.06%Q4 2017Q3 202340
HighTower Trust Company, N.A. 40400.05%1.67%2.83%Q2 2013Q1 202340
CONNING INC. 40400.01%0.32%0.83%Q4 2013Q3 202340
Silver Lake Advisory, LLC 40400.42%0.82%1.41%Q4 2013Q3 202340
ASSOCIATED BANC-CORP 40400.02%0.18%0.36%Q4 2013Q3 202340
Loudon Investment Management, LLC 40401.11%3.03%4.56%Q4 2013Q3 202340
CLEAR STREET MARKETS LLC 1310.00%0.12%0.90%Q3 2013Q3 202340
HOWE & RUSLING INC 3820.00%0.04%0.10%Q2 2013Q3 202340
Evanson Asset Management, LLC 40400.15%0.65%1.94%Q4 2013Q3 202340
BECK MACK & OLIVER LLC 2560.01%1.14%2.16%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.02%0.12%0.33%Q4 2013Q3 202340
EVERMAY WEALTH MANAGEMENT LLC 40400.06%0.24%0.91%Q4 2013Q3 202340
Kovack Advisors, Inc. 3070.00%0.22%1.13%Q4 2013Q3 202340
Avalon Investment & Advisory 40400.11%0.81%1.96%Q2 2013Q1 202340
E&G Advisors, LP 40400.30%0.86%1.62%Q4 2013Q3 202340
TRUST CO OF VERMONT 3310.00%0.05%0.13%Q2 2013Q3 202340
Parsec Financial Management, Inc. 40400.01%0.03%0.06%Q2 2013Q1 202340
North Star Investment Management Corp. 3910.02%0.04%0.06%Q2 2013Q3 202340
Smithfield Trust Co 40400.00%0.02%0.06%Q4 2013Q3 202340
WALNUT PRIVATE EQUITY PARTNERS, LLC 40404.58%8.71%14.36%Q4 2013Q3 202340
Tortoise Investment Management, LLC 30100.00%0.04%0.11%Q4 2012Q3 202340
Northeast Financial Consultants Inc 40400.47%1.39%4.15%Q4 2013Q3 202340
Avior Wealth Management, LLC 40400.01%0.10%0.20%Q4 2013Q3 202340
JENNISON ASSOCIATES LLC 40400.00%0.02%0.10%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.09%0.19%0.33%Q1 2014Q3 202339
TOCQUEVILLE ASSET MANAGEMENT L.P. 28110.00%0.02%0.04%Q2 2013Q3 202339
Cannell & Co. 39390.02%0.05%0.11%Q1 2014Q3 202339
MANUFACTURERS LIFE INSURANCE COMPANY, THE 39390.00%0.00%0.01%Q2 2013Q4 202239
Capital Investment Advisors, LLC 39390.14%0.34%0.54%Q2 2014Q4 202339
WHALEROCK POINT PARTNERS, LLC 29100.12%0.57%1.06%Q4 2013Q3 202339
CIBC Asset Management Inc 39390.01%0.01%0.01%Q2 2013Q4 202239
GOFEN & GLOSSBERG LLC /IL/ 39390.03%0.08%0.11%Q2 2013Q4 202239
PARSONS CAPITAL MANAGEMENT INC/RI 2230.02%0.11%0.62%Q2 2013Q3 202339
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3810.01%0.09%0.35%Q2 2013Q3 202339
Dynamic Advisor Solutions LLC 39390.05%0.32%1.29%Q1 2014Q3 202339
THOMPSON SIEGEL & WALMSLEY LLC 39390.00%0.00%0.02%Q2 2013Q4 202239
J.P. Marvel Investment Advisors, LLC 1720.07%0.15%0.28%Q2 2013Q3 202339
Moors & Cabot, Inc. 39390.47%1.25%2.95%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.69%2.05%4.38%Q1 2014Q3 202339
PAYDEN & RYGEL 2990.77%1.70%2.77%Q2 2013Q2 202338
SFMG, LLC 2710.02%0.18%0.45%Q2 2013Q3 202338
SG Americas Securities, LLC 3530.00%0.03%0.07%Q1 2014Q3 202338
Grassi Investment Management 38380.07%0.62%1.78%Q2 2014Q3 202338
American Research & Management Co. 38380.00%0.02%0.09%Q2 2013Q3 202238
KORNITZER CAPITAL MANAGEMENT INC /KS 3170.00%0.01%0.03%Q2 2013Q3 202338
CoreCommodity Management, LLC 38380.06%0.19%0.35%Q1 2014Q2 202338
SCHNIEDERS CAPITAL MANAGEMENT LLC 3620.13%0.47%1.18%Q4 2013Q3 202338
Jefferies Group LLC 610.00%0.02%0.08%Q3 2013Q4 202138
Salient Capital Advisors, LLC 38383.36%7.24%10.23%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.01%0.04%0.06%Q2 2013Q3 202238
Financial Architects, Inc 2940.03%0.08%0.16%Q2 2013Q2 202338
ROOSEVELT INVESTMENT GROUP LLC 38380.03%0.25%0.64%Q2 2013Q3 202238
Sequoia Financial Advisors, LLC 2820.01%0.24%1.63%Q4 2013Q3 202338
Private Ocean, LLC 23150.00%0.02%0.08%Q4 2013Q3 202338
United Asset Strategies, Inc. 3620.05%0.11%0.27%Q1 2014Q3 202338
ACCOUNT MANAGEMENT LLC 3082.70%7.30%12.70%Q2 2013Q3 202338
Chevy Chase Trust Holdings, LLC 2710.00%0.00%0.01%Q3 2013Q3 202337
Catalyst Capital Advisors LLC 37370.00%0.25%0.72%Q3 2014Q3 202337
Hudock, Inc. 37370.01%0.03%0.04%Q3 2013Q3 202237
WELLINGTON MANAGEMENT GROUP LLP 3430.00%0.00%0.00%Q2 2014Q3 202337
CINCINNATI INSURANCE CO 37370.05%0.26%0.75%Q2 2013Q2 202237
Stratos Wealth Partners, LTD. 3340.06%0.13%0.53%Q2 2014Q3 202337
Sippican Capital Advisors 37370.33%0.41%0.51%Q3 2014Q3 202337
Douglass Winthrop Advisors, LLC 23140.01%0.06%0.22%Q2 2013Q3 202337
Mirae Asset Global Investments Co., Ltd. 37370.04%0.36%1.00%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.07%0.69%1.93%Q2 2013Q2 202237
BOWEN HANES & CO INC 37370.01%0.37%0.73%Q3 2014Q3 202337
PATTEN & PATTEN INC/TN 2980.02%0.03%0.06%Q2 2013Q3 202337
THRIVENT FINANCIAL FOR LUTHERANS 37370.00%0.07%0.25%Q3 2014Q3 202337
First Heartland Consultants, Inc. 2030.05%0.27%0.78%Q4 2013Q3 202337
ESSEX INVESTMENT MANAGEMENT CO LLC 20170.01%0.02%0.05%Q2 2013Q3 202337
Brookfield Asset Management 1710.20%0.72%1.86%Q2 2013Q3 202337
Highlander Capital Management, LLC 2980.02%0.10%0.23%Q2 2013Q3 202337
ADIRONDACK TRUST CO 36360.03%0.06%0.10%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.01%0.03%0.10%Q4 2014Q3 202336
People's United Financial, Inc. 36360.01%0.04%0.08%Q2 2013Q1 202236
TD ASSET MANAGEMENT INC 36360.00%0.00%0.02%Q2 2013Q1 202236
INFRASTRUCTURE CAPITAL ADVISORS, LLC 28280.08%4.40%7.98%Q4 2016Q3 202336
CAPITAL ADVISORS INC/OK 2790.01%0.15%0.45%Q2 2013Q3 202336
SEI INVESTMENTS CO 36360.01%0.04%0.09%Q4 2014Q3 202336
Sumitomo Mitsui Trust Holdings, Inc. 36360.00%0.02%0.05%Q4 2014Q3 202336
Brown Advisory Securities, LLC 36360.05%0.43%1.00%Q2 2013Q1 202236
KINGS POINT CAPITAL MANAGEMENT 36360.41%1.53%2.36%Q2 2013Q1 202236
Sigma Planning Corp 36360.02%0.07%0.64%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.02%0.10%0.21%Q4 2013Q3 202336
Cypress Capital Management LLC (WY) 36360.25%0.71%2.49%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36362.08%3.61%5.90%Q4 2014Q3 202336
Community Bank, N.A. 36360.00%0.02%0.05%Q4 2014Q3 202336
Glassman Wealth Services 36360.02%0.05%0.20%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.31%0.82%1.84%Q4 2014Q3 202336
SIGNATUREFD, LLC 3320.00%0.05%0.16%Q1 2014Q3 202336
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 36360.29%3.72%5.85%Q2 2013Q1 202236
Patten Group, Inc. 36360.05%0.17%0.38%Q4 2014Q3 202336
American National Registered Investment Advisor, Inc. 36360.09%0.33%0.57%Q2 2013Q1 202236
TORONTO DOMINION BANK 3140.00%0.29%1.30%Q1 2013Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.05%0.13%0.22%Q4 2014Q3 202336
NEW VERNON INVESTMENT MANAGEMENT LLC 36360.52%0.85%1.84%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.07%0.20%Q2 2013Q1 202236
JRM Investment Counsel, LLC 36364.32%6.17%9.94%Q4 2014Q3 202336
Oakworth Capital, Inc. 3420.00%0.04%0.12%Q4 2013Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.02%0.13%0.24%Q2 2013Q1 202236
SVB WEALTH LLC 36360.01%0.08%0.24%Q4 2014Q3 202336
OSTERWEIS CAPITAL MANAGEMENT INC 3060.04%1.99%3.32%Q2 2013Q3 202336
Bison Wealth, LLC 2870.09%0.40%0.81%Q4 2014Q3 202335
SEARLE & CO. 2960.21%0.40%0.61%Q4 2014Q3 202335
Allworth Financial LP 35350.00%0.01%0.04%Q1 2015Q3 202335
SEGALL BRYANT & HAMILL, LLC 35350.12%0.36%0.62%Q1 2013Q3 202135
Barnett & Company, Inc. 35350.11%0.37%0.64%Q2 2013Q4 202135
Voya Financial Advisors, Inc. 35350.08%0.19%0.29%Q1 2015Q3 202335
Ironwood Investment Counsel, LLC 3140.05%0.62%1.51%Q4 2013Q4 202235
Sequent Asset Management, LLC 2910.12%0.35%0.74%Q2 2013Q3 202335
Carroll Financial Associates, Inc. 35350.01%0.08%0.22%Q2 2013Q4 202135
Tower Research Capital LLC (TRC) 1810.00%0.01%0.04%Q4 2013Q3 202335
J.P. Morgan Private Wealth Advisors LLC 3110.00%0.09%0.24%Q3 2014Q3 202335
Hodges Capital Management Inc. 22130.01%0.03%0.09%Q3 2014Q3 202335
PINNACLE FINANCIAL PARTNERS INC 2690.03%0.09%0.20%Q2 2013Q3 202335
Sterneck Capital Management, LLC 2710.13%0.23%0.44%Q2 2013Q3 202335
ROPES WEALTH ADVISORS LLC 35350.03%0.10%0.76%Q1 2015Q3 202335
Pointe Capital Management LLC 35350.26%2.12%4.72%Q1 2015Q3 202335
First Personal Financial Services 35350.00%0.01%0.03%Q1 2015Q3 202335
Hanson & Doremus Investment Management 2320.00%0.02%0.04%Q4 2013Q3 202335
NOESIS CAPITAL MANGEMENT CORP 2960.04%0.23%0.51%Q2 2013Q1 202235
Country Club Trust Company, n.a. 35350.04%0.21%0.57%Q2 2013Q4 202135
Cordasco Financial Network 35350.01%0.47%2.49%Q4 2013Q2 202235
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3410.00%0.10%0.18%Q1 2014Q1 202335
AllSquare Wealth Management LLC 25100.13%0.23%0.42%Q4 2014Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.01%0.04%Q2 2013Q4 202135
BRIGHTON JONES LLC 1840.01%0.05%0.14%Q3 2013Q3 202335
Hilltop Holdings Inc. 24100.05%0.15%0.48%Q1 2015Q3 202334
Brookstone Capital Management 1320.01%0.03%0.10%Q2 2014Q3 202334
CAMBRIDGE TRUST CO 1410.01%0.03%0.07%Q2 2013Q3 202334
Argent Trust Co 3130.06%0.18%0.34%Q4 2014Q3 202334
SECURITY NATIONAL TRUST CO 34340.01%0.12%0.30%Q2 2013Q3 202134
WATERS PARKERSON & CO., LLC 3130.02%0.04%0.06%Q2 2013Q3 202334
BNP Paribas Asset Management Holding S.A. 2860.00%0.02%0.08%Q2 2013Q4 202134
THOMPSON INVESTMENT MANAGEMENT, INC. 34340.04%0.06%0.08%Q2 2015Q3 202334
Horrell Capital Management, Inc. 2220.02%0.08%0.19%Q2 2013Q3 202334
SouthState Corp 1410.00%0.07%0.15%Q3 2013Q3 202334
WOODMONT INVESTMENT COUNSEL LLC 34340.02%0.69%1.23%Q2 2015Q3 202334
HYMAN CHARLES D 34340.03%0.04%0.07%Q2 2015Q3 202334
FORVIS Wealth Advisors, LLC 1630.01%0.04%0.29%Q2 2013Q3 202334
Capital Analysts, LLC 24100.00%0.14%0.33%Q4 2012Q3 202334
Summit Asset Management, LLC 23110.06%0.24%0.66%Q2 2013Q3 202334
FIRST MERCANTILE TRUST CO 34340.05%0.18%0.31%Q2 2013Q3 202134
COLONY GROUP LLC 2230.01%0.02%0.08%Q4 2013Q3 202334
LINCOLN NATIONAL CORP 3210.02%0.03%0.10%Q3 2014Q3 202334
QCI ASSET MANAGEMENT INC/NY 34340.00%0.02%0.04%Q2 2013Q3 202134
NBW CAPITAL LLC 2770.08%0.77%3.01%Q2 2013Q3 202334
Princeton Portfolio Strategies Group LLC 33330.06%0.45%1.53%Q2 2013Q2 202133
KCM INVESTMENT ADVISORS LLC 2440.01%0.07%0.20%Q2 2013Q3 202333
Cowen Prime Services LLC 33330.02%0.54%1.04%Q2 2013Q2 202133
Ipswich Investment Management Co., Inc. 33330.10%0.14%0.21%Q3 2015Q3 202333
FINANCIAL COUNSELORS INC 2210.01%0.02%0.04%Q2 2013Q3 202333
AlphaMark Advisors, LLC 33330.01%0.03%0.05%Q3 2015Q3 202333
OLD NATIONAL BANCORP /IN/ 3210.01%0.14%0.21%Q1 2015Q2 202333
USCA RIA LLC 33330.54%3.09%8.76%Q2 2013Q2 202133
Homrich & Berg 23100.04%0.31%0.59%Q2 2013Q3 202133
Copeland Capital Management, LLC 2020.00%0.04%0.21%Q2 2013Q3 202333
Parkside Financial Bank & Trust 33330.14%0.46%1.15%Q3 2015Q3 202333
Domani Wealth, LLC 33330.37%1.37%3.28%Q1 2015Q1 202333
MONETA GROUP INVESTMENT ADVISORS LLC 20130.02%0.14%0.48%Q2 2015Q3 202333
Freestone Capital Holdings, LLC 33330.01%0.15%0.44%Q3 2015Q3 202333
Bartlett & Co. LLC 2670.00%0.01%0.02%Q2 2013Q3 202133
BTR CAPITAL MANAGEMENT INC 17160.05%0.08%0.13%Q2 2013Q3 202233
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.01%0.12%0.21%Q2 2013Q2 202133
HOURGLASS CAPITAL, LLC 33330.21%0.28%0.36%Q2 2013Q2 202133
HOME FEDERAL BANK OF TENNESSEE 32320.20%0.35%0.59%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.09%0.18%0.27%Q4 2015Q3 202332
PUTNAM INVESTMENTS LLC 32320.01%0.20%0.48%Q3 2015Q2 202332
West Family Investments, Inc. 32322.19%4.49%6.05%Q2 2013Q1 202132
Ausdal Financial Partners, Inc. 32320.06%0.18%0.38%Q4 2015Q3 202332
NICHOLAS COMPANY, INC. 32320.17%0.96%1.27%Q4 2015Q3 202332
FCA CORP /TX 32320.36%1.01%1.74%Q2 2013Q1 202132
BBR PARTNERS, LLC 2320.02%0.08%0.28%Q1 2015Q3 202332
QUADRANT CAPITAL GROUP LLC 3110.01%0.03%0.09%Q3 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.02%0.04%0.08%Q2 2013Q1 202132
FAS Wealth Partners, Inc. 1730.03%0.10%0.25%Q4 2013Q3 202332
WEXFORD CAPITAL LP 2480.15%2.63%9.36%Q3 2015Q3 202332
AMG National Trust Bank 32320.01%0.05%0.09%Q2 2013Q1 202132
Anchor Investment Management, LLC 32320.08%0.13%0.21%Q1 2016Q4 202332
LUCAS CAPITAL MANAGEMENT 32320.06%0.58%1.19%Q1 2013Q4 202032
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2480.01%0.19%0.82%Q1 2014Q3 202332
NOMURA HOLDINGS INC 810.00%0.01%0.05%Q2 2014Q3 202332
R.H. Dinel Investment Counsel, Inc. 20120.79%1.53%2.44%Q4 2013Q3 202332
BARINGS LLC 32320.02%0.23%0.42%Q2 2013Q1 202132
NORTH AMERICAN MANAGEMENT CORP 32320.42%0.92%2.69%Q2 2013Q1 202132
Heritage Wealth Advisors 1370.19%0.70%1.77%Q4 2013Q3 202332
SENTINEL TRUST CO LBA 31314.20%19.99%51.78%Q2 2013Q4 202031
CARRET ASSET MANAGEMENT, LLC 2830.02%0.09%0.17%Q1 2013Q4 202131
Douglas Lane & Associates, LLC 31310.01%0.01%0.01%Q1 2016Q3 202331
COMERICA BANK 3010.00%0.01%0.05%Q2 2013Q1 202231
Calamos Advisors LLC 2560.00%0.03%0.06%Q3 2013Q3 202331
CITY HOLDING CO 2830.00%0.01%0.03%Q1 2015Q3 202331
Aperio Group, LLC 31310.00%0.01%0.02%Q2 2013Q4 202031
Cranbrook Wealth Management, LLC 31310.00%0.01%0.01%Q4 2013Q2 202131
Frontier Wealth Management LLC 31310.01%0.08%0.20%Q4 2014Q2 202231
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 31310.02%0.17%0.71%Q1 2016Q3 202331
ACG Wealth 2610.02%0.11%0.24%Q4 2013Q2 202231
GLENVIEW STATE BANK TRUST DEPT. 31310.26%0.62%1.12%Q4 2013Q2 202131
SANDERS MORRIS HARRIS LLC 31310.01%5.00%12.12%Q1 2016Q3 202331
Carlton Hofferkamp & Jenks Wealth Management, LLC 1920.12%0.22%0.45%Q2 2013Q3 202331
GRANDFIELD & DODD, LLC 31310.02%0.03%0.08%Q4 2014Q2 202231
TELEMUS CAPITAL, LLC 31310.02%0.14%0.35%Q1 2016Q3 202331
Citizens Business Bank 31310.07%0.12%0.24%Q4 2014Q2 202231
FIDUCIARY TRUST CO 31310.01%0.02%0.03%Q1 2016Q3 202331
SECURIAN ASSET MANAGEMENT, INC 31310.04%0.13%0.23%Q4 2014Q2 202231
Intercontinental Wealth Advisors, LLC 31310.08%0.75%2.14%Q4 2015Q2 202331
Maryland Capital Management 31310.01%0.19%0.47%Q2 2013Q4 202031
TOMPKINS FINANCIAL CORP 2380.00%0.01%0.03%Q2 2013Q4 202331
IFP Advisors, Inc 17140.01%0.08%0.18%Q4 2015Q3 202331
WADE G W & INC 19120.02%0.05%0.13%Q1 2015Q3 202331
EXANE DERIVATIVES 31310.00%0.00%0.00%Q4 2014Q2 202231
PALLADIUM PARTNERS LLC 1950.01%0.03%0.09%Q2 2013Q1 202231
Geneos Wealth Management Inc. 31310.04%0.13%0.26%Q1 2016Q3 202331
10-15 ASSOCIATES, INC. 30300.75%1.86%3.27%Q2 2013Q3 202030
INGALLS & SNYDER LLC 30300.01%0.02%0.04%Q2 2016Q3 202330
SL ADVISORS, LLC 30301.08%4.12%5.92%Q2 2016Q3 202330
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 30300.05%0.26%0.50%Q2 2016Q3 202330
BerganKDV Wealth Management, LLC 30300.02%0.07%0.24%Q1 2016Q2 202330
Intersect Capital LLC 30300.16%0.40%0.70%Q4 2014Q1 202230
NewEdge Advisors, LLC 30300.03%0.11%0.32%Q2 2016Q3 202330
RATIONAL ADVISORS LLC 1310.00%0.30%0.62%Q2 2009Q3 202330
Gemmer Asset Management LLC 18120.00%0.06%0.28%Q1 2014Q1 202230
GEODE CAPITAL MANAGEMENT, LLC 30300.00%0.00%0.00%Q2 2016Q3 202330
GM Advisory Group, LLC 30300.08%0.18%0.31%Q2 2016Q3 202330
FIRST MIDWEST BANK TRUST DIVISION 2710.03%0.07%0.18%Q2 2013Q2 202130
GRAND JEAN CAPITAL MANAGEMENT INC 30300.22%1.05%6.28%Q2 2016Q3 202330
Hamlin Capital Management, LLC 2910.01%3.75%4.72%Q3 2014Q3 202330
Perigon Wealth Management, LLC 1210.00%0.12%0.54%Q3 2011Q3 202330
Winfield Associates, Inc. 25250.00%0.35%1.14%Q4 2013Q4 201930
Covington Capital Management 30300.01%0.03%0.11%Q2 2015Q3 202230
Zimmer Partners, LP 28280.08%1.36%2.97%Q4 2014Q3 202130
Violich Capital Management, Inc. 2370.03%0.16%0.25%Q2 2013Q3 202330
Fisher Asset Management, LLC 1310.00%0.00%0.02%Q2 2013Q3 202330
CWM, LLC 2110.00%0.00%0.01%Q4 2013Q3 202330
Vantage Investment Partners, LLC 30300.38%0.86%2.27%Q4 2015Q1 202330
First Allied Advisory Services, Inc. 30300.02%0.14%0.37%Q2 2013Q3 202030
PRIO WEALTH LIMITED PARTNERSHIP 2550.01%0.04%0.06%Q3 2013Q3 202330
Montecito Bank & Trust 30300.07%0.35%0.72%Q2 2013Q3 202030
AMERICAN CENTURY COMPANIES INC 30300.12%0.22%0.37%Q2 2016Q3 202330
CULLINAN ASSOCIATES INC 29290.03%0.15%0.27%Q1 2015Q1 202229
Winslow, Evans & Crocker, Inc. 29290.31%0.99%1.77%Q4 2013Q4 202029
Valeo Financial Advisors, LLC 25250.00%0.25%0.63%Q3 2017Q3 202329
Third Security, LLC 29290.81%2.39%6.66%Q2 2013Q2 202029
KLINGENSTEIN FIELDS & CO LP 2810.01%0.03%0.07%Q2 2013Q2 202129
FRONTIER INVESTMENT MGMT CO 29290.04%0.08%0.16%Q2 2013Q2 202029
Camelot Portfolios, LLC 2090.11%0.51%0.79%Q2 2013Q3 202029
CPWM, LLC 2810.08%1.43%2.11%Q4 2013Q3 202229
Clarkston Capital Partners, LLC 17120.06%0.19%0.66%Q1 2014Q3 202329
REAVES W H & CO INC 29291.04%1.54%1.90%Q2 2013Q2 202029
CYPRESS ASSET MANAGEMENT INC/TX 29290.15%2.22%3.95%Q2 2013Q2 202029
HUTNER CAPITAL MANAGEMENT INC 29291.12%1.58%2.04%Q3 2016Q3 202329
ELCO Management Co., LLC 29290.88%1.19%1.89%Q3 2016Q3 202329
VICTORY CAPITAL MANAGEMENT INC 29290.04%0.06%0.10%Q3 2016Q3 202329
Fiera Capital Corp 29290.00%0.02%0.04%Q2 2015Q2 202229
BOSTON FINANCIAL MANGEMENT LLC 29290.01%0.08%0.21%Q2 2013Q2 202029
Cascade Investment Advisors, Inc. 2810.32%0.52%0.89%Q2 2016Q3 202329
SCHAFER CULLEN CAPITAL MANAGEMENT INC 18110.00%0.01%0.02%Q2 2013Q4 202029
Laurel Wealth Advisors, Inc. 28280.01%0.13%0.26%Q1 2016Q4 202229
TCI Wealth Advisors, Inc. 1610.00%0.02%0.07%Q4 2012Q1 202329
COMMERCE BANK 29290.02%0.05%0.09%Q1 2013Q1 202029
Gratus Capital, LLC 2220.00%0.06%0.12%Q4 2014Q3 202329
Lido Advisors, LLC 2810.01%0.05%0.16%Q1 2016Q3 202329
Marquette Asset Management, LLC 29290.25%0.98%1.88%Q2 2013Q2 202029
HENDLEY & CO INC 29290.50%1.04%1.50%Q2 2013Q2 202029
D L CARLSON INVESTMENT GROUP INC 29290.12%0.26%0.51%Q2 2013Q2 202029
TDAM USA INC. 2450.03%0.13%0.47%Q3 2013Q4 202129
FineMark National Bank & Trust 2410.01%0.04%0.10%Q2 2013Q3 202329
TRUST CO OF VIRGINIA /VA 1170.03%0.05%0.10%Q2 2013Q3 202329
1834 INVESTMENT ADVISORS CO 2090.02%0.21%0.70%Q2 2013Q3 202229
AE Wealth Management LLC 27270.00%0.07%0.12%Q1 2017Q3 202328
GIRARD PARTNERS LTD. 28280.03%0.50%1.41%Q4 2013Q3 202028
Fiduciary Trust Co International of Pennsylvania 28280.05%0.11%0.16%Q2 2013Q1 202028
C V STARR & CO INC 28287.89%12.10%17.54%Q2 2013Q1 202028
FIRST NATIONAL TRUST CO 28280.02%0.12%0.19%Q2 2013Q1 202028
BAHL & GAYNOR INC 28280.00%0.01%0.01%Q2 2013Q1 202028
STARR INTERNATIONAL CO INC 28280.69%1.57%6.30%Q2 2013Q1 202028
CenterStar Asset Management, LLC 410.00%0.07%0.56%Q4 2017Q4 202128
Plancorp, LLC 1520.01%0.68%2.08%Q4 2013Q3 202328
BCM ADVISORS, LLC 28280.75%1.18%1.92%Q4 2016Q3 202328
Virtu Financial LLC 1510.02%0.24%1.08%Q3 2015Q3 202328
Mercer Capital Advisers, Inc. 28280.09%0.19%0.38%Q4 2014Q3 202128
TEACHER RETIREMENT SYSTEM OF TEXAS 18100.02%0.07%0.29%Q2 2013Q4 202128
Beach Investment Management, LLC. 28283.76%5.08%10.16%Q2 2013Q1 202028
Lee Financial Co 28280.15%0.32%0.85%Q4 2016Q3 202328
C.V. Starr & Co., Inc. Trust 28285.02%5.50%6.02%Q2 2013Q1 202028
UNITED SERVICES AUTOMOBILE ASSOCIATION 28280.02%0.06%0.10%Q2 2013Q1 202028
Capital Investment Advisory Services, LLC 28280.05%0.14%0.38%Q4 2016Q3 202328
V Wealth Advisors LLC 16120.04%0.13%0.25%Q1 2016Q3 202328
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 2440.01%0.03%0.05%Q1 2014Q4 202228
STATE OF MICHIGAN RETIREMENT SYSTEM 28280.02%0.08%0.26%Q2 2013Q1 202028
Jacobi Capital Management LLC 28280.01%0.05%0.08%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.22%0.54%Q4 2016Q3 202328
First City Capital Management, Inc. 2710.09%0.34%0.50%Q2 2013Q3 202028
FLAGSHIP HARBOR ADVISORS, LLC 28280.05%0.12%0.18%Q4 2016Q3 202328
Pflug Koory, LLC 28280.14%0.23%0.52%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.04%0.20%0.82%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.05%0.97%3.42%Q4 2016Q3 202328
Independent Advisor Alliance 28280.00%0.15%0.26%Q4 2016Q3 202328
Covenant Asset Management, LLC 28280.27%0.73%1.31%Q4 2016Q3 202328
Legacy Advisors, LLC 28280.02%0.28%0.97%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.08%0.13%0.18%Q4 2016Q3 202328
Clearstead Trust, LLC 28280.06%0.35%1.32%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.03%0.48%1.54%Q4 2016Q3 202328
Buffington Mohr McNeal 2710.05%0.15%0.27%Q2 2013Q3 202328
Bray Capital Advisors 2340.00%0.02%0.14%Q4 2014Q3 202327
SEIZERT CAPITAL PARTNERS, LLC 27270.04%0.05%0.07%Q2 2013Q4 201927
BUTENSKY & COHEN FINANCIAL SECURITY, INC 27270.31%1.09%1.40%Q4 2014Q2 202127
ADVISORS MANAGEMENT GROUP INC /ADV 27270.10%0.15%0.20%Q1 2017Q3 202327
CKW FINANCIAL GROUP 1510.02%0.06%0.15%Q4 2013Q1 202227
NEXT Financial Group, Inc 1460.01%0.17%1.47%Q2 2014Q4 202127
MYCIO WEALTH PARTNERS, LLC 27270.03%0.05%0.09%Q2 2013Q4 201927
JNBA Financial Advisors 2310.00%0.01%0.13%Q2 2013Q3 202327
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 27270.10%0.93%1.66%Q2 2013Q4 201927
FARR MILLER & WASHINGTON LLC/DC 1890.02%0.05%0.10%Q2 2013Q1 202027
Sowell Financial Services LLC 17100.04%0.11%0.21%Q4 2016Q3 202327
ASSET PLANNING SERVICES INC /LA/ /ADV 14131.53%2.33%2.78%Q4 2016Q3 202327
CFO4Life Group, LLC 27270.07%0.16%0.35%Q1 2017Q3 202327
FULTON BREAKEFIELD BROENNIMAN LLC 27270.03%0.76%1.14%Q2 2013Q4 201927
DOLIVER ADVISORS, LP 27270.44%0.67%0.85%Q2 2017Q4 202327
IHT Wealth Management, LLC 27270.04%0.11%0.25%Q1 2017Q3 202327
BSW Wealth Partners 810.06%0.11%0.20%Q2 2013Q3 202327
Harvest Fund Advisors LLC 18911.22%13.23%16.49%Q2 2013Q1 202027
Whitnell & Co. 27270.13%0.23%0.34%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.01%0.02%0.04%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.06%0.12%0.21%Q2 2013Q4 201927
NORTHSTAR INVESTMENT ADVISORS LLC 27270.82%1.14%1.53%Q2 2013Q4 201927
FLPUTNAM INVESTMENT MANAGEMENT CO 1610.01%0.09%0.16%Q2 2013Q3 202327
Sunbelt Securities, Inc. 2520.02%0.42%1.29%Q4 2016Q3 202327
NWAM LLC 1910.01%0.11%0.16%Q1 2014Q3 202327
Azimuth Capital Management LLC 27270.02%0.09%0.39%Q2 2013Q4 201927
Pacific Center for Financial Services 2430.01%0.01%0.02%Q4 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.03%0.07%Q1 2017Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27272.72%4.07%6.96%Q2 2013Q4 201927
Aveo Capital Partners, LLC 1410.15%0.21%0.28%Q4 2016Q3 202326
VALLEY WEALTH MANAGERS, INC. 1640.00%0.03%0.06%Q1 2014Q3 202326
Family Management Corp 1810.10%0.72%1.43%Q2 2013Q2 202026
Financial Advisory Group 15110.08%0.15%0.29%Q2 2013Q4 201926
Crescent Grove Advisors, LLC 26260.09%0.24%0.53%Q2 2017Q3 202326
NATIXIS 2310.05%0.61%2.40%Q2 2016Q2 202326
Sargent Bickham Lagudis LLC 2330.00%0.01%0.02%Q1 2016Q4 202226
Tortoise Index Solutions, LLC 2421.15%5.16%7.00%Q2 2015Q3 202326
HOWLAND CAPITAL MANAGEMENT LLC 1510.01%0.03%0.06%Q4 2015Q3 202326
Allianz Asset Management GmbH 2060.00%0.02%0.05%Q4 2016Q3 202326
ARROW FINANCIAL CORP 1540.00%0.00%0.02%Q2 2013Q2 202226
WASHINGTON TRUST BANK 1310.00%0.03%0.13%Q1 2014Q3 202326
Founders Capital Management 13130.12%0.25%0.37%Q1 2017Q4 202326
FDx Advisors, Inc. 2420.01%0.06%0.12%Q3 2014Q3 202326
BB&T SECURITIES, LLC 26260.08%0.10%0.12%Q2 2013Q3 201926
PRINCIPAL FINANCIAL GROUP INC 26260.07%0.12%0.15%Q2 2017Q3 202326
DUMONT & BLAKE INVESTMENT ADVISORS LLC 1510.06%0.10%0.14%Q1 2015Q3 202326
GOODWIN DANIEL L 2410.10%0.32%0.85%Q4 2014Q3 202326
Patriot Financial Group Insurance Agency, LLC 26260.04%0.12%0.30%Q4 2016Q1 202326
Weiss Multi-Strategy Advisers LLC 1210.02%0.38%1.02%Q2 2013Q3 202026
OneDigital Investment Advisors LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.02%0.04%0.14%Q2 2013Q3 201926
Uniplan Investment Counsel, Inc. 26260.07%0.25%0.57%Q2 2015Q3 202126
Cetera Investment Advisers 2420.02%0.07%0.16%Q4 2016Q3 202326
ADVISORY RESEARCH INC 25250.62%2.68%4.42%Q2 2013Q2 201925
CHEMICAL BANK 25250.08%0.16%0.27%Q2 2013Q2 201925
Grace Capital 25250.19%1.74%3.10%Q2 2013Q2 201925
Mosaic Family Wealth, LLC 25250.22%0.62%1.16%Q4 2015Q4 202125
GSA CAPITAL PARTNERS LLP 710.02%0.08%0.26%Q2 2013Q1 202325
MIDAS MANAGEMENT CORP 25250.42%0.62%1.01%Q2 2013Q2 201925
B. Riley Wealth Management, Inc. 1690.02%0.64%1.45%Q1 2014Q2 202225
Glenview Trust Co 1310.01%0.02%0.05%Q4 2014Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25251.01%1.94%3.31%Q2 2013Q2 201925
Asset Dedication, LLC 1820.00%0.08%0.21%Q4 2015Q3 202325
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1210.18%0.24%0.32%Q1 2014Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.01%0.10%0.22%Q3 2017Q3 202325
GRIFFIN ASSET MANAGEMENT, INC. 25250.03%0.18%0.36%Q3 2017Q3 202325
Sonora Investment Management, LLC 25250.03%0.06%0.12%Q3 2015Q3 202125
SUMMITRY LLC 810.01%0.02%0.05%Q2 2013Q3 202325
Moisand Fitzgerald Tamayo, LLC 25250.02%0.06%0.24%Q3 2017Q3 202325
JOHNSON INVESTMENT COUNSEL INC 25250.06%0.12%0.18%Q2 2013Q2 201925
TIAA, FSB 25250.00%0.01%0.02%Q2 2017Q2 202325
SCHMIDT P J INVESTMENT MANAGEMENT INC 25250.08%0.12%0.19%Q3 2017Q3 202325
Stockman Wealth Management, Inc. 25250.07%0.14%0.23%Q3 2017Q3 202325
Apriem Advisors 25250.00%0.20%0.75%Q2 2013Q2 201925
Belpointe Asset Management LLC 25250.09%0.20%0.41%Q3 2017Q3 202325
HIGHLAND CAPITAL MANAGEMENT LP 1950.01%0.89%2.22%Q2 2013Q2 201925
Paragon Capital Management Ltd 25250.06%0.19%0.45%Q1 2017Q1 202325
OppenheimerFunds, Inc. 25250.37%0.61%0.81%Q1 2013Q1 201925
Greylin Investment Management, Inc 25250.05%0.06%0.09%Q4 2013Q4 201925
Parkwood LLC 1960.07%0.23%0.61%Q4 2013Q3 202325
MEEDER ASSET MANAGEMENT INC 1870.00%0.14%0.37%Q2 2013Q3 202225
GAMCO INVESTORS, INC. ET AL 1870.00%0.02%0.04%Q3 2013Q3 202325
Edge Wealth Management LLC 1780.16%0.76%1.31%Q3 2015Q4 202125
Mutual Advisors, LLC 24240.14%0.29%0.78%Q4 2017Q3 202324
Brinker Capital Investments, LLC 24240.00%0.00%0.01%Q2 2014Q1 202024
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 24240.05%0.38%0.73%Q2 2013Q1 201924
Steinberg Global Asset Management 24240.05%0.11%0.21%Q2 2013Q1 201924
Burt Wealth Advisors 2040.02%0.06%0.10%Q4 2014Q4 202024
Advisors Capital Management, LLC 24240.01%0.13%0.23%Q4 2017Q3 202324
Ironsides Asset Advisors, LLC 1910.06%0.22%0.46%Q3 2015Q2 202224
Avidian Wealth Solutions, LLC 1710.04%0.10%0.20%Q4 2013Q3 202324
State of New Jersey Common Pension Fund D 24240.00%0.11%0.16%Q4 2015Q3 202124
GAGNON SECURITIES LLC 24240.34%2.27%4.09%Q4 2017Q3 202324
Creegan & Nassoura Financial Group, LLC 1681.53%2.07%2.92%Q4 2014Q3 202324
Keel Point, LLC 24240.08%0.51%1.27%Q1 2015Q4 202024
ALLIANCEBERNSTEIN L.P. 1950.00%0.00%0.01%Q2 2013Q2 201924
Global Retirement Partners, LLC 1770.01%0.04%0.06%Q3 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24242.02%3.23%4.76%Q4 2017Q3 202324
Manchester Capital Management LLC 24240.01%0.07%0.44%Q4 2014Q3 202024
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.01%0.08%0.22%Q2 2014Q3 202224
TOTH FINANCIAL ADVISORY CORP 24240.03%0.04%0.05%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.04%0.08%Q4 2017Q3 202324
YHB Investment Advisors, Inc. 1770.02%0.04%0.08%Q2 2016Q3 202324
BRR OpCo, LLC 1590.05%0.10%0.21%Q4 2013Q4 201924
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.01%0.02%0.04%Q2 2013Q1 201924
GHP Investment Advisors, Inc. 910.00%0.04%0.09%Q2 2013Q3 202324
GUYASUTA INVESTMENT ADVISORS INC 14100.03%0.04%0.06%Q3 2017Q3 202324
FMA ADVISORY INC 1910.47%0.68%0.84%Q1 2014Q3 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.07%0.12%Q4 2017Q3 202324
GROUP ONE TRADING, L.P. 510.00%0.01%0.05%Q3 2013Q2 202324
AdvisorNet Financial, Inc 24240.01%0.04%0.14%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.08%0.15%0.26%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.07%0.14%0.19%Q4 2017Q3 202324
CIBC WORLD MARKET INC. 1420.00%0.01%0.01%Q2 2014Q3 202324
VAUGHAN DAVID INVESTMENTS LLC/IL 1680.01%0.06%0.10%Q1 2016Q3 202324
SHIKIAR ASSET MANAGEMENT INC 1610.06%0.09%0.16%Q2 2013Q3 202324
MOTCO 1410.00%0.01%0.03%Q2 2013Q3 202324
WEALTHSOURCE PARTNERS, LLC 1110.00%0.05%0.12%Q1 2016Q3 202324
CAPE COD FIVE CENTS SAVINGS BANK 1610.02%0.10%0.26%Q2 2013Q3 202324
Alpha Cubed Investments, LLC 1510.02%0.06%0.10%Q4 2015Q3 202324
Transform Wealth, LLC 24240.12%0.25%0.54%Q4 2017Q3 202324
IFG Advisory, LLC 24240.05%0.09%0.12%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.04%0.06%Q4 2017Q3 202324
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 14100.11%0.36%0.55%Q3 2017Q3 202324
Shamrock Asset Management LLC 1950.17%0.23%0.46%Q2 2013Q3 201924
Renaissance Technologies 810.01%0.08%0.26%Q2 2013Q3 202124
HoyleCohen, LLC 24240.68%1.18%1.83%Q4 2017Q3 202324
LVW Advisors, LLC 24240.06%0.26%0.51%Q4 2014Q3 202024
Welch Group, LLC 24240.02%0.08%0.18%Q4 2017Q3 202324
Avondale Wealth Management 24240.11%0.13%0.25%Q4 2017Q3 202324
Ledyard National Bank 2310.01%0.03%0.08%Q2 2013Q1 202224
Stokes Capital Advisors, LLC 24240.11%0.38%0.65%Q4 2017Q3 202324
Lehman Financial Resources, Inc. 24240.14%2.57%3.99%Q4 2012Q3 201824
CHELSEA COUNSEL CO 2040.02%0.19%0.33%Q2 2013Q3 202324
Samson Capital Management, LLC 24249.32%13.92%23.54%Q3 2013Q2 201924
Swift Run Capital 2310.25%0.49%1.20%Q1 2014Q1 202024
Petrus Trust Company, LTA 24241.86%2.81%3.67%Q4 2017Q3 202324
NewSquare Capital LLC 2110.00%0.02%0.04%Q2 2014Q3 202324
CNB Bank 24240.00%0.01%0.02%Q4 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.11%0.27%0.39%Q4 2017Q3 202324
Laird Norton Wetherby Wealth Management, LLC 1420.02%0.03%0.04%Q3 2017Q3 202323
Keystone Financial Group 2120.05%0.10%0.23%Q4 2017Q3 202323
NBT BANK N A /NY 2110.03%0.11%0.19%Q2 2013Q3 202023
DIAMANT ASSET MANAGEMENT, INC. 1490.12%0.42%0.80%Q4 2017Q3 202323
Sterling Investment Advisors, Ltd. 23230.02%0.05%0.11%Q4 2016Q2 202223
St. Johns Investment Management Company, LLC 23230.00%0.01%0.03%Q1 2018Q3 202323
McGowan Group Asset Management, Inc. 2210.04%1.33%1.84%Q4 2014Q3 202323
Gs Investments, Inc. 1310.08%0.14%0.19%Q2 2017Q3 202323
Westside Investment Management, Inc. 1510.00%0.03%0.05%Q2 2017Q3 202323
JUPITER ASSET MANAGEMENT LTD 23230.04%0.34%0.85%Q1 2017Q3 202223
BANK OF THE WEST 910.03%0.05%0.12%Q2 2013Q4 201923
CENTRAL BANK & TRUST CO 23230.00%0.27%0.96%Q2 2013Q4 201823
WealthTrust-Arizona, LLC 23230.09%0.34%0.52%Q2 2013Q4 201823
ACADIAN ASSET MANAGEMENT LLC 1710.00%0.01%0.02%Q3 2013Q3 202323
Simmons Bank 23230.02%0.05%0.09%Q1 2016Q3 202123
Horizon Kinetics 23230.01%0.02%0.02%Q2 2013Q4 201823
Ameritas Investment Partners, Inc. 2210.00%0.02%0.10%Q1 2015Q4 202223
CHOREO, LLC 1510.01%0.04%0.09%Q3 2014Q3 202323
WESTWOOD MANAGEMENT CORP /IL/ 1720.02%0.04%0.06%Q2 2013Q4 201923
RWA WEALTH PARTNERS, LLC 23230.01%0.03%0.08%Q1 2018Q3 202323
JACOBSON & SCHMITT ADVISORS, LLC 23230.92%2.74%5.36%Q4 2014Q2 202023
Quad-Cities Investment Group, LLC 23230.28%0.54%0.86%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.04%0.10%0.17%Q1 2018Q3 202323
ST GERMAIN D J CO INC 2030.00%0.04%0.09%Q1 2018Q4 202323
Quadrant Private Wealth Management, LLC 1940.44%0.87%1.50%Q4 2017Q3 202323
FIRST AMERICAN TRUST, FSB 2210.03%0.05%0.10%Q2 2016Q3 202323
W.G. Shaheen & Associates DBA Whitney & Co 23230.25%1.22%2.14%Q2 2013Q4 201823
Arete Wealth Advisors, LLC 1240.03%0.13%0.30%Q2 2017Q3 202323
Camarda Financial Advisors, LLC 2210.06%0.16%0.29%Q2 2013Q2 201923
DRIEHAUS CAPITAL MANAGEMENT LLC 1410.05%0.44%1.07%Q2 2013Q4 201923
Steward Partners Investment Advisory, LLC 23230.05%0.10%0.21%Q1 2018Q3 202323
CADENCE BANK NA 2110.20%0.43%1.93%Q2 2013Q3 202222
Verity Asset Management, Inc. 1340.18%0.50%1.70%Q4 2017Q3 202322
GABLES CAPITAL MANAGEMENT INC. 22220.02%0.03%0.05%Q2 2018Q3 202322
Chicago Capital, LLC 22220.02%0.04%0.08%Q2 2018Q3 202322
FIRST HAWAIIAN BANK 2110.01%0.03%0.05%Q2 2013Q3 202322
Trust Asset Management LLC 1910.23%2.10%5.95%Q3 2011Q1 202122
Icon Wealth Partners, LLC 1930.84%2.24%4.40%Q4 2017Q3 202322
ASSETMARK, INC 1310.00%0.00%0.00%Q4 2015Q3 202322
HALL LAURIE J TRUSTEE 1390.02%0.04%0.05%Q4 2017Q3 202322
Ensemble Capital Management 22220.04%1.16%2.44%Q2 2013Q3 201822
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1840.02%0.14%0.26%Q4 2017Q3 202322
CAPITAL ONE, NATIONAL ASSOCIATION 2110.03%0.09%0.30%Q2 2013Q4 201922
CWA Asset Management Group, LLC 1570.02%0.10%0.19%Q2 2016Q3 202322
Somerset Group LLC 1210.18%0.25%0.31%Q4 2017Q3 202322
Rehmann Capital Advisory Group 1050.02%0.07%0.24%Q2 2010Q3 202322
PATHSTONE FAMILY OFFICE, LLC 1510.01%0.08%0.27%Q2 2013Q3 202322
WESPAC Advisors, LLC 1120.18%0.50%1.01%Q2 2013Q3 201922
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.06%0.20%0.44%Q2 2018Q3 202322
Balentine LLC 1310.02%0.04%0.11%Q2 2015Q3 202322
Holloway Wealth Management, LLC 22220.01%0.14%0.39%Q4 2016Q1 202222
Peak Asset Management, LLC 1660.06%0.14%0.22%Q2 2015Q1 202122
Clearstead Advisors, LLC 2110.01%0.04%0.09%Q2 2017Q3 202322
Doyle Wealth Management 22220.02%0.04%0.08%Q1 2017Q2 202222
FinTrust Capital Advisors, LLC 20200.00%0.01%0.03%Q4 2018Q3 202322
EJF Capital LLC 1110.02%0.07%0.16%Q2 2015Q1 202322
Port Capital LLC 11110.01%0.20%1.05%Q4 2017Q3 202322
RiverGlades Family Offices LLC 1440.34%0.48%0.60%Q4 2017Q3 202322
Riggs Asset Managment Co. Inc. 21210.01%1.93%3.46%Q2 2015Q2 202021
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1830.00%0.34%0.79%Q2 2013Q2 202021
WADDELL & REED FINANCIAL INC 21210.02%0.18%0.49%Q1 2016Q1 202121
Blue Chip Partners, LLC 21210.24%0.38%0.89%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.04%0.08%Q3 2018Q3 202321
HANCOCK WHITNEY CORP 21210.01%0.01%0.02%Q3 2018Q3 202321
HARVEST CAPITAL MANAGEMENT INC 21210.08%0.14%0.31%Q2 2013Q2 201821
AQR Arbitrage LLC 21210.01%0.01%0.01%Q1 2015Q1 202021
Global X Management CO LLC 21210.69%1.71%2.50%Q2 2013Q2 201821
COWEN INC. 1910.02%0.10%0.20%Q1 2013Q2 201821
Sterling Capital Management LLC 21210.00%0.00%0.01%Q3 2014Q3 201921
SHUFRO ROSE & CO LLC 2010.02%0.03%0.04%Q3 2012Q3 202321
Fieldpoint Private Securities, LLC 2010.46%1.07%2.80%Q1 2017Q2 202221
Boston Partners 1740.00%0.01%0.04%Q4 2016Q1 202221
METROPOLITAN LIFE INSURANCE CO/NY 21210.23%0.31%0.58%Q2 2013Q2 201821
Liberty Capital Management, Inc. 1470.16%0.38%0.72%Q2 2013Q3 202321
BRYN MAWR TRUST Co 810.01%0.02%0.04%Q1 2013Q4 202221
Kavar Capital Partners, LLC 920.06%0.35%0.86%Q4 2013Q3 202021
Spectrum Management Group, LLC 1120.00%0.01%0.02%Q4 2015Q3 202221
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 21210.11%0.17%0.26%Q4 2017Q4 202221
SHEPHERD KAPLAN KROCHUK, LLC 1560.14%0.24%0.54%Q4 2017Q3 202321
Columbia Asset Management 710.06%0.21%0.40%Q4 2013Q4 201921
Proficio Capital Partners LLC 1470.01%0.04%0.12%Q1 2016Q3 202321
CATAWBA CAPITAL MANAGEMENT /VA 21211.01%1.23%1.53%Q2 2013Q2 201821
Maple Capital Management, Inc. 21210.08%0.13%0.16%Q2 2013Q2 201821
AUGUSTINE ASSET MANAGEMENT INC 21210.11%0.42%0.73%Q4 2016Q4 202121
MISSION WEALTH MANAGEMENT, LP 810.02%0.07%0.14%Q2 2016Q3 202321
Canton Hathaway, LLC 21210.10%0.44%1.29%Q3 2018Q3 202321
Laurel Wealth Advisors LLC 20200.01%0.03%0.10%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.16%0.35%0.70%Q4 2017Q4 202220
Wambolt & Associates, LLC 20200.18%0.32%0.62%Q4 2018Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Truvestments Capital LLC 1220.02%0.22%0.69%Q2 2018Q3 202320
Cornell Pochily Investment Advisors, Inc. 1460.07%0.15%0.19%Q3 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.01%0.02%0.03%Q2 2013Q1 201820
AMERICAN FINANCIAL GROUP INC 20200.07%1.23%2.40%Q4 2018Q3 202320
PECONIC PARTNERS LLC 1610.04%0.65%4.10%Q2 2013Q2 202220
ASSET ADVISORS CORP 20200.00%0.01%0.02%Q2 2013Q1 201820
&PARTNERS 20200.09%0.43%0.88%Q4 2018Q3 202320
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 910.04%0.06%0.08%Q2 2013Q3 202320
AMI INVESTMENT MANAGEMENT INC 20200.32%0.47%0.62%Q4 2018Q3 202320
Avantax Planning Partners, Inc. 1510.01%0.04%0.12%Q4 2016Q3 202320
CUMBERLAND ADVISORS INC 1610.01%0.03%0.08%Q3 2013Q3 201920
THOMASPARTNERS, INC. 20200.22%0.60%1.27%Q2 2013Q1 201820
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.05%0.11%Q4 2018Q3 202320
STEWART WEST INDIES TRADING CO., LTD 20201.01%1.41%1.93%Q2 2013Q1 201820
River Road Asset Management, LLC 20200.13%0.36%1.16%Q4 2018Q3 202320
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1280.01%0.01%0.02%Q4 2013Q3 202320
Rodgers Brothers Inc. 20200.12%0.18%0.25%Q4 2017Q3 202220
Employees Retirement System of Texas 20200.01%0.07%0.13%Q3 2016Q2 202120
KBC Group NV 1640.00%0.00%0.06%Q3 2016Q3 202120
Palisade Asset Management, LLC 20200.04%0.05%0.08%Q2 2014Q1 201920
Apollo Management Holdings, L.P. 18180.01%0.05%0.23%Q1 2018Q2 202220
ATALANTA SOSNOFF CAPITAL, LLC 1550.01%0.03%0.06%Q3 2017Q3 202320
AGF Investments LLC 1910.00%0.01%0.07%Q1 2017Q1 202220
SRB CORP 20201.10%2.09%2.80%Q2 2013Q1 201820
CNA FINANCIAL CORP 1640.72%4.62%13.46%Q4 2014Q3 202320
SMITH, MOORE & CO. 1910.05%0.14%0.25%Q2 2015Q2 202020
Sutton Wealth Advisors Inc. 1730.00%0.01%0.03%Q1 2016Q3 202320
Center Coast Capital Advisors, LP 19190.03%6.97%8.69%Q2 2013Q4 201720
American Portfolios Advisors 20200.02%0.04%0.06%Q4 2017Q3 202220
TPH Asset Management, LLC 19190.01%2.41%4.50%Q2 2013Q4 201720
Huntington Steele LLC 20201.37%2.29%2.92%Q2 2013Q1 201820
Miracle Mile Advisors, LLC 950.02%0.05%0.12%Q1 2016Q4 202120
Vantage Investment Advisors, LLC 20200.02%0.14%0.40%Q4 2013Q3 201820
Archford Capital Strategies, LLC 1460.00%0.04%0.08%Q1 2014Q2 201920
Fort Sheridan Advisors LLC 20202.86%4.48%7.07%Q4 2018Q3 202320
Archer Investment Corp 20200.12%0.25%0.52%Q4 2018Q3 202320
Lavaca Capital LLC 20200.02%0.69%2.42%Q4 2018Q3 202320
VORPAL, LLC 202097.18%99.76%100.00%Q4 2018Q3 202320
Wealthspire Advisors, LLC 20200.00%0.03%0.04%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.02%0.05%0.07%Q4 2015Q3 202020
CHARTER RESEARCH & INVESTMENT GROUP, INC. 1730.24%0.44%0.76%Q4 2014Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.19%0.29%0.54%Q4 2018Q3 202320
Cornerstone Wealth Management, LLC 720.02%0.08%0.33%Q1 2017Q3 202320
Pettinga Financial Advisors LLC 20200.08%0.18%0.34%Q4 2018Q3 202320
Soros Fund Management 20200.06%0.09%0.17%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.02%0.05%Q4 2014Q3 201920
GREAT VALLEY ADVISOR GROUP, INC. 20200.09%0.22%0.40%Q4 2018Q3 202320
Summit Trail Advisors, LLC 1520.01%0.20%1.74%Q4 2017Q3 202320
Meridian Wealth Advisors, LLC 20200.20%0.37%0.81%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.07%0.10%0.18%Q4 2018Q3 202320
Frisch Financial Group, Inc. 20200.22%0.34%0.61%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.03%0.13%0.23%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.02%0.05%0.07%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.00%0.16%0.32%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.86%1.51%2.71%Q4 2018Q3 202320
Sargent Investment Group, LLC 20200.11%0.15%0.20%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.07%0.15%0.27%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.06%0.13%0.17%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.00%0.04%0.14%Q4 2018Q3 202320
RDA Financial Network 19190.10%0.20%0.28%Q1 2019Q3 202319
Taylor Wealth Management Partners 19190.29%1.56%4.52%Q1 2015Q3 201919
Fortis Advisors, LLC 1540.00%0.33%0.89%Q4 2016Q3 202319
BANK OF NOVA SCOTIA 840.00%0.01%0.06%Q3 2013Q4 202119
Venturi Wealth Management, LLC 1330.01%0.40%0.58%Q4 2015Q3 202319
MUHLENKAMP & CO INC 1110.13%0.24%0.35%Q4 2017Q4 202319
Summit Equities Inc 19190.15%0.34%0.64%Q1 2014Q3 201819
BRIDGES INVESTMENT COUNSEL INC/ 19190.13%0.21%0.31%Q2 2013Q4 201719
New England Private Wealth Advisors LLC 19190.09%0.18%0.22%Q1 2015Q3 201919
Ferris Capital, LLC 1630.20%1.20%2.02%Q2 2017Q1 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.13%0.49%Q1 2019Q3 202319
FLC Capital Advisors 19190.21%0.54%0.90%Q4 2018Q2 202319
BOK Financial Private Wealth, Inc. 19190.04%0.09%0.12%Q3 2013Q1 201819
Westbourne Investment Advisors, Inc. 19190.16%0.26%0.41%Q3 2015Q1 202019
Rafferty Asset Management, LLC 1610.02%0.07%0.26%Q3 2015Q3 202019
TSFG, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Old North State Trust, LLC 1360.04%0.16%0.20%Q3 2018Q3 202319
Keeley-Teton Advisors, LLC 19190.01%0.08%0.13%Q1 2017Q3 202119
Omnia Family Wealth, LLC 1090.04%0.10%0.19%Q4 2016Q3 202319
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 19190.21%0.44%0.68%Q1 2019Q3 202319
Virtu KCG Holdings LLC 16160.00%0.03%0.10%Q3 2013Q2 201719
BUSH ODONNELL INVESTMENT ADVISORS INC 19190.32%0.53%1.11%Q2 2013Q4 201719
Willingdon Wealth Management 1180.00%0.54%1.44%Q4 2013Q1 202019
INVERNESS COUNSEL LLC /NY/ 19190.18%0.35%0.56%Q2 2013Q4 201719
Cabot-Wellington, LLC 19194.38%5.30%7.26%Q2 2013Q4 201719
Inscription Capital, LLC 1360.10%1.42%2.82%Q4 2018Q3 202319
Syntal Capital Partners, LLC 910.05%0.14%0.21%Q2 2014Q3 202319
Western Wealth Management, LLC 1180.02%0.04%0.07%Q4 2018Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.02%0.03%0.05%Q2 2013Q4 201719
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.05%0.09%Q1 2019Q3 202319
Requisite Capital Management, LLC 1720.12%0.27%0.46%Q4 2018Q3 202319
Gagnon Advisors, LLC 19192.37%4.03%7.78%Q1 2019Q3 202319
VAN ECK ASSOCIATES CORP 19190.00%0.00%0.01%Q1 2019Q3 202319
EDMOND DE ROTHSCHILD HOLDING S.A. 19190.03%0.05%0.06%Q2 2015Q4 201919
BLUEFIN CAPITAL MANAGEMENT, LLC 1020.00%0.07%0.29%Q3 2020Q3 202319
RMB Capital Management, LLC 1810.03%0.06%0.10%Q1 2017Q3 202319
STATE STREET CORP 19190.00%0.00%0.00%Q2 2013Q4 201719
PROFFITT & GOODSON INC 19190.02%0.03%0.04%Q1 2019Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.53%0.74%1.09%Q2 2018Q4 202219
Blume Capital Management, Inc. 19190.02%0.24%0.40%Q2 2015Q4 201919
StrategIQ Financial Group, LLC 1120.04%0.08%0.10%Q2 2017Q3 202319
SRS Capital Advisors, Inc. 1020.00%0.02%0.09%Q3 2018Q3 202319
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.08%0.35%Q2 2013Q3 201919
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 1540.05%0.07%0.12%Q4 2014Q4 201919
Keudell/Morrison Wealth Management 19190.10%0.16%0.24%Q1 2019Q3 202319
Family Capital Trust Co 19190.01%0.59%3.52%Q2 2013Q4 201719
Texan Capital Management 19191.90%2.83%3.35%Q2 2013Q4 201719
South Street Advisors LLC 1090.04%0.11%0.19%Q4 2018Q3 202319
Round Table Services, LLC 1630.10%0.17%0.23%Q3 2015Q3 202219
MOSELEY INVESTMENT MANAGEMENT INC 19190.13%0.59%1.09%Q1 2019Q3 202319
Caption Management, LLC 810.01%0.13%0.64%Q4 2017Q3 202318
Commonwealth Equity Services, Inc 18180.13%0.22%0.33%Q2 2013Q3 201718
MAIRS & POWER INC 1110.00%0.00%0.00%Q2 2014Q2 202318
PEOPLES FINANCIAL SERVICES CORP. 18180.04%0.07%0.11%Q4 2013Q1 201818
RAY GERALD L & ASSOCIATES LTD 18180.62%0.87%1.21%Q2 2013Q3 201718
Kingsview Wealth Management, LLC 1260.02%0.04%0.07%Q1 2019Q3 202318
Global Endowment Management, LP 18180.17%0.46%1.45%Q2 2013Q3 201718
INVESTMENT CENTERS OF AMERICA INC 18180.07%0.37%0.64%Q2 2013Q3 201718
Miller Investment Management, LP 1510.05%0.08%0.38%Q2 2013Q4 201918
YORKVILLE CAPITAL MANAGEMENT, LLC 1353.89%5.12%6.90%Q2 2013Q4 201718
FIRST INTERSTATE BANK 18180.04%0.09%0.12%Q3 2015Q4 201918
Abacus Planning Group, Inc. 18180.12%0.23%0.49%Q2 2018Q3 202218
Jacobus Wealth Management, Inc. 18180.25%0.59%0.99%Q2 2013Q3 201718
HOLLENCREST CAPITAL MANAGEMENT 1440.01%0.13%0.28%Q4 2013Q3 202318
Van Hulzen Asset Management, LLC 1530.05%0.11%0.24%Q1 2015Q4 201918
Caprock Group, LLC 1510.04%0.29%1.37%Q4 2014Q2 202118
CENTAURUS FINANCIAL, INC. 1210.02%0.09%0.24%Q2 2018Q3 202318
CYPRESS CAPITAL MANAGEMENT LLC 18180.08%0.13%0.20%Q2 2018Q3 202218
Westover Capital Advisors, LLC 1350.11%0.14%0.19%Q4 2018Q3 202318
LAKE STREET ADVISORS GROUP, LLC 1420.02%0.09%0.21%Q4 2017Q3 202318
MONECO Advisors, LLC 1440.12%0.16%0.20%Q1 2019Q3 202318
MERITAGE PORTFOLIO MANAGEMENT 1110.24%0.48%0.76%Q2 2013Q3 201818
Semmax Financial Advisors Inc. 1710.01%0.41%0.82%Q4 2018Q3 202318
Aspire Private Capital, LLC 1350.00%0.00%0.01%Q4 2018Q3 202318
Altavista Wealth Management, Inc. 930.10%0.16%0.22%Q2 2013Q4 201818
UBS AG 660.00%0.18%0.60%Q2 2013Q3 201418
ERTS Wealth Advisors, LLC 18180.09%0.15%0.24%Q4 2018Q1 202318
RFG Advisory, LLC 1110.01%0.10%0.68%Q4 2014Q3 202318
TRAVELERS COMPANIES, INC. 181815.64%19.38%27.83%Q2 2013Q3 201718
HL FINANCIAL SERVICES LLC 1410.01%0.01%0.02%Q2 2013Q1 201918
JANUS HENDERSON GROUP PLC 18180.00%0.04%0.18%Q2 2017Q3 202118
RESOURCES MANAGEMENT CORP /CT/ /ADV 1420.00%0.00%0.01%Q3 2018Q3 202318
Friedberg Investment Management 18180.83%1.49%2.53%Q2 2013Q3 201718
Vigilant Capital Management, LLC 910.00%0.01%0.04%Q1 2014Q2 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1170.03%0.05%0.06%Q1 2019Q3 202318
Integrated Wealth Concepts LLC 18180.02%0.04%0.06%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.07%0.34%0.59%Q2 2013Q3 201718
Kimelman & Baird, LLC 610.03%0.04%0.06%Q1 2014Q3 201918
Progeny 3, Inc. 1711.34%8.64%16.27%Q3 2014Q3 202318
Community Bank & Trust, Waco, Texas 18180.08%0.20%0.60%Q4 2015Q1 202018
MONROE BANK & TRUST/MI 1230.02%0.09%0.30%Q2 2013Q2 201818
SignalPoint Asset Management, LLC 1440.09%0.11%0.14%Q1 2019Q3 202318
CHILTON INVESTMENT CO INC. 1710.01%0.05%0.06%Q2 2013Q3 202318
THORNBURG INVESTMENT MANAGEMENT INC 18180.22%0.34%0.42%Q2 2016Q3 202018
WFG Advisors, LP 17170.14%0.44%1.27%Q2 2013Q2 201717
NorthRock Partners, LLC 17170.02%0.08%0.29%Q3 2019Q3 202317
HITE Hedge Asset Management LLC 1110.18%2.61%7.76%Q2 2013Q3 202017
RPG Investment Advisory, LLC 17170.00%0.00%0.01%Q3 2017Q3 202117
SIMPLEX TRADING, LLC 410.00%0.01%0.06%Q1 2015Q4 202217
Resource Management, LLC 17170.09%0.77%1.07%Q4 2017Q4 202117
BEACON TRUST CO 17170.05%0.08%0.14%Q1 2013Q1 201717
Bull Street Advisors, LLC 17170.11%0.15%0.30%Q3 2019Q3 202317
Geneva Advisors, LLC 17170.58%0.87%1.59%Q2 2013Q2 201717
COMMONWEALTH BANK OF AUSTRALIA 1160.01%0.52%2.20%Q2 2013Q2 201917
CONDOR CAPITAL MANAGEMENT 17170.08%0.11%0.16%Q2 2013Q2 201717
Waverly Advisors, LLC 940.01%0.04%0.08%Q3 2013Q3 202317
NORTHEAST INVESTMENT MANAGEMENT 1160.02%0.04%0.05%Q2 2013Q3 201717
Wealthcare Advisory Partners LLC 17170.03%0.08%0.14%Q3 2017Q3 202117
Strategic Wealth Partners, Ltd. 1070.04%0.19%0.67%Q4 2017Q1 202317
Artemis Investment Management LLP 17170.01%0.02%0.05%Q2 2015Q2 201917
Pacer Advisors, Inc. 1610.01%0.04%0.30%Q4 2013Q3 202317
New England Investment & Retirement Group, Inc. 17170.40%0.82%1.38%Q2 2013Q2 201717
First Western Capital Management Co 17170.34%0.69%1.10%Q4 2013Q4 201717
Modus Advisors, LLC 17170.18%0.29%1.22%Q4 2019Q4 202317
Charles Schwab Trust Co 17170.20%0.35%0.87%Q3 2019Q3 202317
ACCURATE INVESTMENT SOLUTIONS, INC. 17170.00%0.01%0.08%Q4 2015Q4 201917
Baystate Wealth Management LLC 1410.00%0.01%0.03%Q2 2013Q3 202317
FCM INVESTMENTS/TX 17170.01%0.14%0.58%Q2 2013Q2 201717
SII INVESTMENTS INC/WI 17170.02%0.13%0.37%Q2 2013Q2 201717
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.10%0.17%Q3 2019Q3 202317
Ranch Capital Advisors Inc. 17170.42%0.61%1.35%Q3 2019Q3 202317
Trinity Legacy Partners, LLC 1430.11%0.44%1.00%Q2 2019Q3 202317
Avion Wealth 17170.23%0.51%1.16%Q3 2019Q3 202317
BP CAPITAL FUND ADVISORS, LLC 17170.78%4.79%10.01%Q4 2015Q4 201917
RPg Family Wealth Advisory, LLC 1410.02%0.13%0.22%Q4 2015Q2 202317
ARGYLL RESEARCH, LLC 171754.33%74.51%88.77%Q3 2015Q3 201917
ISTHMUS PARTNERS, LLC 1610.00%0.03%0.12%Q4 2014Q2 202117
Bedel Financial Consulting, Inc. 17170.03%0.05%0.10%Q1 2018Q1 202217
Certified Advisory Corp 1110.03%0.08%0.14%Q4 2017Q3 202317
WINMILL & CO. INC 17170.25%0.34%0.49%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.49%0.67%1.02%Q3 2019Q3 202317
Addison Capital Co 1160.15%0.25%0.37%Q2 2019Q3 202317
Lehman & Derafelo Financial Resources LLC 17170.27%0.66%0.96%Q4 2018Q4 202217
BDO Wealth Advisors, LLC 17170.00%0.01%0.02%Q2 2019Q2 202317
Granite Investment Partners, LLC 17170.02%0.05%0.08%Q2 2013Q2 201717
NEXPOINT ASSET MANAGEMENT, L.P. 17170.12%0.32%1.03%Q3 2019Q3 202317
FIRST NATIONAL BANK SIOUX FALLS 1430.13%0.31%0.46%Q2 2013Q3 202317
Delta Investment Management, LLC 17171.54%2.25%3.82%Q3 2019Q3 202317
BREWIN DOLPHIN LTD 17170.00%0.00%0.01%Q3 2017Q3 202117
BINGHAM OSBORN & SCARBOROUGH LLC 1520.02%0.04%0.06%Q2 2013Q3 202117
Bluefin Trading, LLC 710.00%0.04%0.11%Q2 2013Q4 201716
Claraphi Advisory Network, LLC 1150.04%0.20%0.29%Q4 2017Q3 202216
Palo Capital, Inc. 16160.11%0.18%0.36%Q4 2014Q3 201816
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.74%1.37%Q2 2013Q3 201616
Mengis Capital Management, Inc. 710.06%0.15%0.23%Q1 2015Q4 201916
Trellis Advisors, LLC 16160.35%0.45%0.80%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.01%0.02%Q2 2019Q3 202316
Jaffetilchin Investment Partners, LLC 710.02%0.06%0.18%Q4 2016Q3 202316
Newport Wealth Strategies, Inc. 16160.18%0.28%0.48%Q4 2017Q3 202116
Blackstone Inc. 1511.93%3.55%5.91%Q4 2017Q3 202316
Berman Capital Advisors, LLC 16160.02%0.16%0.33%Q4 2017Q3 202116
Vectors Research Management, LLC 16160.00%0.01%0.02%Q3 2018Q2 202216
Lindbrook Capital, LLC 880.01%0.15%0.32%Q4 2018Q3 202316
Private Capital Group, LLC 1330.00%0.01%0.03%Q4 2017Q1 202216
Tradewinds Capital Management, LLC 1420.00%0.00%0.01%Q2 2017Q2 202316
Partnervest Advisory Services LLC 710.05%0.12%0.19%Q2 2013Q3 202016
Liberty Mutual Group Asset Management Inc. 16160.18%0.33%0.51%Q2 2013Q1 201716
Abbrea Capital, LLC 16160.10%0.65%1.34%Q4 2016Q3 202016
JANUS HENDERSON INVESTORS US LLC 16160.11%0.33%0.52%Q2 2013Q1 201716
Day & Ennis, LLC 1120.09%0.13%0.22%Q4 2016Q3 202316
Your Advocates Ltd., LLP 16160.23%0.29%0.41%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.00%0.02%0.10%Q4 2019Q3 202316
Red Door Wealth Management, LLC 16160.22%0.29%0.51%Q4 2019Q3 202316
ROWLAND CARMICHAEL ADVISORS INC /ADV 16160.10%0.13%0.22%Q1 2016Q4 201916
Insight Folios Inc 16162.19%2.75%3.54%Q4 2019Q3 202316
First Houston Capital, Inc. 16161.32%1.98%2.61%Q3 2013Q2 201716
EDMP, INC. 16160.27%1.92%2.71%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.29%0.52%0.81%Q4 2019Q3 202316
Wealth Alliance 16160.09%0.14%0.36%Q4 2019Q3 202316
Cribstone Capital Management, LLC 1510.00%0.01%0.02%Q2 2016Q2 202016
EDGE ASSET MANAGEMENT, INC 16160.62%0.96%1.28%Q2 2013Q1 201716
Kore Private Wealth LLC 16161.09%1.65%2.39%Q4 2018Q3 202216
Americana Partners, LLC 16164.49%7.17%10.57%Q4 2019Q3 202316
TimeScale Financial, Inc. 16160.01%0.01%0.01%Q3 2019Q2 202316
EPIQ PARTNERS, LLC 16160.18%0.30%0.45%Q4 2019Q3 202316
MATRIX PRIVATE CAPITAL GROUP LLC 16160.28%0.72%1.48%Q4 2019Q3 202316
Birch Capital Management, LLC 16160.64%1.58%3.07%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.05%0.10%0.19%Q4 2019Q3 202316
Firestone Capital Management 16160.20%0.26%0.40%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.05%0.07%0.18%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.09%0.12%0.25%Q4 2019Q3 202316
Cerity Partners LLC 16160.02%0.12%0.27%Q4 2019Q3 202316
First Eagle Investment Management, LLC 1510.00%0.14%0.24%Q2 2017Q3 202316
S.A. Mason LLC 16160.12%0.18%0.38%Q4 2019Q3 202316
First PREMIER Bank 1020.00%0.01%0.02%Q3 2018Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16160.24%0.35%0.48%Q4 2019Q3 202316
Concert Wealth Management Inc. 16160.04%0.08%0.14%Q2 2013Q1 201716
PITCAIRN CO 16160.10%0.17%0.39%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
KELLEHER FINANCIAL ADVISORS 510.00%0.21%0.35%Q1 2016Q2 202316
Recurrent Investment Advisors LLC 16164.51%5.58%6.95%Q4 2019Q3 202316
Risk Paradigm Group, LLC 16160.32%0.52%1.11%Q1 2015Q4 201816
ZACKS INVESTMENT MANAGEMENT 16160.01%0.04%0.09%Q2 2013Q1 201716
Center for Financial Planning, Inc. 16160.01%0.02%0.02%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.02%0.02%0.03%Q2 2013Q1 201716
Cypress Wealth Advisors LLC 16160.51%1.79%3.77%Q2 2015Q1 201916
Veracity Capital LLC 16160.22%0.41%0.62%Q4 2019Q3 202316
Teamwork Financial Advisors, LLC 16160.61%1.68%2.64%Q4 2019Q3 202316
Lowell Blake & Associates Inc. 16161.08%1.76%2.20%Q4 2019Q3 202316
Argent Advisors, Inc. 16160.31%0.65%0.80%Q4 2019Q3 202316
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 1150.05%0.89%1.96%Q1 2015Q3 202016
HARBOR INVESTMENT ADVISORY, LLC 16160.04%0.06%0.11%Q4 2019Q3 202316
Virtus ETF Advisers LLC 820.25%2.97%7.13%Q4 2015Q3 202316
Gleason Group, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 830.11%0.23%0.56%Q4 2015Q1 202016
WOLVERINE ASSET MANAGEMENT LLC 660.00%0.00%0.02%Q2 2013Q3 201416
Notis-McConarty Edward 880.05%0.13%0.24%Q4 2013Q3 202016
Perkins Investment Management, LLC 16160.01%0.02%0.04%Q2 2013Q1 201716
PRECEPT MANAGEMENT LLC 15151.31%7.81%14.94%Q2 2017Q4 202015
RICE HALL JAMES & ASSOCIATES, LLC 1410.01%0.03%0.04%Q2 2013Q1 201715
Independence Trust CO 15150.29%0.82%1.67%Q2 2013Q4 201615
BECK CAPITAL MANAGEMENT, LLC 870.29%0.84%1.30%Q4 2013Q4 201715
HIGH POINT BANK & TRUST CO 15150.27%0.41%0.57%Q2 2013Q4 201615
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 15150.01%0.01%0.01%Q1 2020Q3 202315
NORTHSTAR WEALTH PARTNERS LLC 15150.20%0.30%0.48%Q1 2017Q3 202015
Advisor Group, Inc. 15150.06%0.07%0.08%Q2 2016Q4 201915
SOLARIS ASSET MANAGEMENT LLC 960.01%0.20%0.32%Q2 2013Q4 201715
Wealth Advisors of Iowa, LLC 15150.14%0.27%0.55%Q1 2020Q3 202315
Clear Perspective Advisors, LLC 870.02%0.07%0.19%Q4 2016Q4 202115
CHARTWELL INVESTMENT PARTNERS, LLC 15150.06%0.09%0.14%Q2 2014Q4 201715
Retirement Group, LLC 1410.01%0.05%0.10%Q4 2019Q3 202315
KANALY TRUST CO 15152.81%4.13%6.97%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.02%0.03%0.07%Q2 2013Q4 201615
ICONIQ Capital, LLC 15150.02%0.05%0.10%Q3 2014Q1 201815
Hillman Capital Management, Inc. 15152.99%3.23%3.60%Q4 2019Q2 202315
TWIN FOCUS CAPITAL PARTNERS, LLC 1140.32%0.68%1.46%Q2 2013Q4 202015
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.01%0.01%Q4 2016Q3 202315
Heritage Trust Co 960.05%0.09%0.10%Q1 2017Q3 202315
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 15150.20%0.57%1.20%Q1 2017Q3 202015
Arcus Capital Partners, LLC 1410.04%0.25%0.48%Q4 2015Q4 202215
Kingfisher Capital LLC 1310.00%0.09%0.16%Q4 2015Q2 202315
Platform Technology Partners 1050.30%0.64%1.94%Q4 2019Q3 202315
MADDEN SECURITIES Corp 1410.24%0.85%1.12%Q4 2019Q3 202315
Koshinski Asset Management, Inc. 1210.01%0.03%0.07%Q2 2017Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 15150.00%0.00%0.00%Q1 2018Q3 202115
HHM Wealth Advisors, LLC 15150.02%0.03%0.04%Q1 2020Q3 202315
Tranquility Partners, LLC 15150.17%0.23%0.32%Q1 2020Q3 202315
AGRAN LIBBIE 1321.94%2.36%2.87%Q2 2013Q1 201715
Ziegler Capital Management, LLC 15150.06%0.12%0.15%Q1 2020Q3 202315
HARBER ASSET MANAGEMENT LLC 871.86%2.73%4.66%Q1 2018Q4 202115
EXCHANGE TRADED CONCEPTS, LLC 1230.00%0.11%0.56%Q4 2019Q4 202315
GABELLI FUNDS LLC 15150.00%0.05%0.08%Q1 2020Q3 202315
THOMPSON DAVIS & CO., INC. 1110.01%0.17%0.32%Q2 2014Q3 201815
Integrated Advisors Network LLC 1140.02%0.04%0.11%Q4 2019Q3 202315
ARGI Investment Services, LLC 1320.01%0.03%0.23%Q3 2014Q4 202215
BOYS ARNOLD & CO INC 830.03%0.08%0.16%Q2 2014Q4 201915
NAPLES GLOBAL ADVISORS, LLC 15150.03%0.04%0.04%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.00%0.01%0.04%Q2 2013Q4 201615
Allred Capital Management, LLC 1410.17%0.33%0.58%Q4 2018Q3 202215
Surevest, LLC 15150.15%0.27%0.45%Q1 2019Q3 202215
Baird Financial Group, Inc. 1320.00%0.02%0.06%Q2 2015Q3 201915
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.13%0.21%0.32%Q1 2020Q3 202315
Destination Wealth Management 1410.01%0.02%0.04%Q2 2015Q4 201915
CX Institutional 1410.00%0.01%0.03%Q2 2018Q2 202215
J.W. COLE ADVISORS, INC. 1410.03%0.06%0.11%Q4 2019Q3 202315
BOSTON ADVISORS LLC 1410.01%0.01%0.03%Q4 2014Q3 201915
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1320.41%0.96%3.13%Q4 2019Q3 202315
SIGNET FINANCIAL MANAGEMENT, LLC 1110.01%0.33%1.48%Q4 2014Q4 202115
CVA Family Office, LLC 15150.00%0.03%0.07%Q1 2020Q3 202315
Trutina Financial LLC 15150.26%0.31%0.37%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.04%0.05%0.06%Q1 2020Q3 202315
Cedar Wealth Management, LLC 1210.03%0.12%0.21%Q2 2016Q3 202315
MSI Financial Services Inc 1310.06%0.14%0.21%Q2 2013Q4 201614
ZAZOVE ASSOCIATES LLC 770.02%0.03%0.04%Q1 2020Q3 202314
MILLENNIUM MANAGEMENT LLC 730.00%0.03%0.11%Q2 2014Q1 201814
Cadence Bank 610.02%0.06%0.12%Q4 2017Q3 202314
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 14140.00%0.01%0.01%Q4 2014Q1 201814
FormulaFolio Investments, LLC 530.01%0.03%0.13%Q4 2014Q2 202114
NICOLET ADVISORY SERVICES, LLC 1040.03%0.04%0.05%Q1 2020Q3 202314
GenTrust, LLC 14140.03%0.16%0.40%Q4 2016Q1 202014
Hemenway Trust Co LLC 950.02%0.16%0.35%Q1 2013Q4 202014
Janney Capital Management LLC 770.02%0.03%0.04%Q2 2013Q1 201914
Argentus Capital Management, LLC 14140.07%0.21%0.40%Q2 2013Q3 201614
Thomasville National Bank 810.02%0.21%0.37%Q1 2015Q1 202014
Wealthstreet Investment Advisors, LLC 14140.34%0.56%0.71%Q4 2017Q1 202114
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 910.01%0.02%0.03%Q2 2017Q3 202314
Yellowstone Partners, LLC 1220.16%0.28%0.56%Q4 2013Q4 201714
Global Wealth Management Investment Advisory, Inc. 1220.00%0.02%0.05%Q4 2018Q3 202314
First Command Financial Services, Inc. 14140.00%0.00%0.01%Q1 2020Q2 202314
DUBUQUE BANK & TRUST CO 1220.01%0.01%0.02%Q2 2013Q1 201914
Executive Wealth Management, LLC 1130.02%0.04%0.05%Q4 2018Q3 202314
Physician Wealth Advisors, Inc. 14140.06%0.07%0.08%Q2 2020Q3 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.00%0.02%0.04%Q4 2017Q1 202114
BANK HAPOALIM BM 14140.02%0.14%0.33%Q1 2019Q2 202214
CLINTON GROUP INC 510.05%0.32%1.10%Q3 2013Q3 201814
KEELEY ASSET MANAGEMENT CORP 1040.01%0.02%0.03%Q2 2013Q4 201614
WP Advisors, LLC 1110.12%2.38%3.48%Q2 2018Q3 202314
Kamunting Street Capital Management, L.P. 14145.13%16.87%36.98%Q2 2020Q3 202314
Shoker Investment Counsel, Inc. 14140.90%1.47%1.95%Q2 2020Q3 202314
TORRAY INVESTMENT PARTNERS LLC 630.03%0.13%0.30%Q2 2013Q4 201914
Citizens National Bank Trust Department 14140.11%0.14%0.20%Q2 2020Q3 202314
PRIVATE ASSET MANAGEMENT INC 14140.05%0.05%0.06%Q1 2016Q2 201914
Checchi Capital Advisers, LLC 770.02%0.12%0.27%Q4 2018Q3 202314
GAMBLE JONES INVESTMENT COUNSEL 1130.02%0.05%0.09%Q2 2013Q4 201614
AMP Capital Investors Ltd 610.00%0.06%0.21%Q2 2013Q2 202114
Intellectus Partners, LLC 1010.06%0.08%0.11%Q4 2016Q3 202314
Robertson Stephens Wealth Management, LLC 14140.10%0.17%0.28%Q2 2020Q3 202314
INSIGHT 2811, INC. 14140.65%0.81%1.26%Q2 2013Q3 201614
Legacy Financial Advisors, Inc. 860.01%0.04%0.06%Q4 2017Q3 202214
First Command Bank 14140.00%0.00%0.01%Q1 2020Q2 202314
Sawyer & Company, Inc 950.02%0.06%0.08%Q4 2017Q3 202314
Lowe Wealth Advisors, LLC 1310.01%0.03%0.12%Q4 2014Q4 202314
Timber Creek Capital Management LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
IBERIABANK CORP 1110.02%0.30%0.56%Q4 2012Q4 201913
RBF Capital, LLC 1210.03%0.04%0.05%Q4 2015Q3 202313
LYELL WEALTH MANAGEMENT, LP 1110.02%0.16%0.28%Q1 2018Q3 202313
Krilogy Financial LLC 13130.07%0.15%0.49%Q3 2015Q3 201813
Secure Asset Management, LLC 1120.12%0.31%0.60%Q2 2020Q3 202313
CHIRON CAPITAL MANAGEMENT, LLC 13130.78%1.27%1.68%Q3 2020Q3 202313
Key FInancial Inc 1210.02%0.03%0.04%Q1 2020Q3 202313
CADENCE CAPITAL MANAGEMENT LLC 13131.00%2.83%8.39%Q3 2017Q3 202013
Principle Wealth Partners LLC 1210.03%0.07%0.10%Q2 2020Q3 202313
Summit X, LLC 1110.12%0.21%0.29%Q2 2017Q4 202213
Investors Research Corp 13130.20%0.22%0.26%Q3 2020Q3 202313
MetLife Investment Management, LLC 13130.26%0.37%0.49%Q3 2018Q3 202113
Newbridge Financial Services Group, Inc. 13130.03%0.08%0.17%Q3 2020Q3 202313
Elgethun Capital Management 1210.04%0.58%0.78%Q4 2016Q3 202313
Waldron Private Wealth LLC 510.01%0.14%0.97%Q4 2015Q3 202313
BALLAST ADVISORS LLC 13132.68%3.28%3.66%Q3 2020Q3 202313
CAROLINAS WEALTH CONSULTING LLC 13130.00%0.01%0.03%Q2 2020Q2 202313
Parasol Investment Management, LLC 13130.02%0.06%0.14%Q4 2013Q4 201613
TIEDEMANN TRUST CO 13132.39%4.04%7.62%Q2 2013Q2 201613
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.66%0.82%1.13%Q2 2013Q2 201613
MCKINLEY CAPITAL MANAGEMENT LLC 13130.01%0.06%0.12%Q2 2016Q2 201913
VSR Financial Services, Inc. 13130.02%0.05%0.15%Q2 2013Q2 201613
Blankinship & Foster, LLC 13131.06%1.29%1.77%Q4 2016Q4 201913
Investors Capital Advisory Services 13130.58%1.00%1.61%Q2 2013Q2 201613
Hexagon Capital Partners LLC 13130.00%0.02%0.04%Q3 2020Q3 202313
Pinnacle Advisory Group, Inc. 920.01%0.02%0.03%Q3 2014Q2 201813
IFC Holdings Incorporated/FL 850.02%0.03%0.05%Q2 2014Q4 201713
TFC Financial Management, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
Cypress Wealth Services, LLC 1120.06%0.87%1.32%Q4 2017Q2 202313
EVOKE WEALTH, LLC 13130.00%0.03%0.24%Q3 2019Q3 202213
Samalin Investment Counsel, LLC 1210.11%0.60%1.18%Q4 2019Q3 202313
GREYSTONE INVESTMENT MANAGEMENT LLC 13130.26%0.38%0.58%Q4 2015Q4 201813
CORDA Investment Management, LLC. 510.11%0.16%0.24%Q2 2014Q3 201913
Cornerstone Advisory, LLC 610.04%0.09%0.20%Q2 2017Q3 202313
IMA Wealth, Inc. 13130.02%0.03%0.04%Q4 2019Q4 202213
SevenBridge Financial Group, LLC 13130.01%0.01%0.01%Q2 2016Q2 201913
Gryphon Financial Partners LLC 1210.05%0.17%0.30%Q4 2017Q2 202113
Sovereign Investment Advisors, LLC 13132.06%3.11%3.57%Q3 2020Q3 202313
Oliver Luxxe Assets LLC 13131.88%2.24%2.52%Q3 2020Q3 202313
TODD ASSET MANAGEMENT LLC 510.01%0.01%0.01%Q2 2013Q3 201913
AM INVESTMENT STRATEGIES LLC 13130.43%0.63%0.92%Q3 2020Q3 202313
HOEY INVESTMENTS, INC 13130.00%0.01%0.01%Q3 2020Q3 202313
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 820.00%0.05%0.22%Q3 2017Q2 202113
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.02%Q4 2019Q4 202213
Phocas Financial Corp. 1110.01%0.03%0.05%Q2 2013Q2 201913
Almanack Investment Partners, LLC. 1110.03%0.07%0.15%Q1 2017Q3 202313
Regal Investment Advisors LLC 1010.05%0.08%0.16%Q2 2013Q1 201713
Independent Portfolio Consultants, Inc. 13130.02%0.04%0.08%Q2 2014Q2 201713
MTM Investment Management, LLC 12120.11%0.15%0.23%Q4 2020Q3 202312
Hoxton Financial, Inc. 12120.09%0.14%0.24%Q2 2013Q1 201612
Tweedy, Browne Co LLC 12120.08%0.13%0.20%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.04%0.09%0.15%Q4 2018Q3 202112
WealthTrust Fairport, LLC 750.00%0.02%0.04%Q2 2013Q1 201912
CITIZENS FINANCIAL GROUP INC/RI 1110.01%0.01%0.02%Q4 2017Q4 202212
Accredited Investors Inc. 12120.04%0.06%0.07%Q4 2017Q3 202012
Arlington Partners LLC 710.04%0.72%1.84%Q3 2018Q1 202312
EAGLE ASSET MANAGEMENT INC 12120.01%0.01%0.02%Q3 2016Q2 201912
Crewe Advisors LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
PRICE T ROWE ASSOCIATES INC /MD/ 12120.00%0.02%0.06%Q2 2016Q1 201912
Merrion Investment Management Co, LLC 12120.39%0.49%0.60%Q4 2020Q3 202312
ANCHOR CAPITAL ADVISORS LLC 910.01%0.01%0.01%Q2 2013Q3 201612
CAMPBELL CAPITAL MANAGEMENT INC 12120.54%0.87%1.21%Q4 2018Q3 202112
ROCKLAND TRUST CO 520.01%0.04%0.08%Q2 2013Q4 202212
COMMERZBANK AKTIENGESELLSCHAFT /FI 520.00%0.04%0.23%Q2 2013Q3 201912
Mariner Wealth Advisors-Cincinnati, LLC 12120.36%0.59%0.89%Q4 2015Q3 201812
Lourd Capital, LLC 1110.03%0.05%0.07%Q2 2013Q1 201812
FRG Family Wealth Advisors LLC 12120.10%0.25%0.46%Q4 2015Q3 201812
Antonetti Capital Management LLC 910.03%0.07%0.14%Q2 2010Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
GP Brinson Investments LLC 12123.40%4.82%5.68%Q1 2021Q4 202312
HHG & Company, LLC 12120.12%0.16%0.19%Q2 2013Q1 201612
TECTONIC ADVISORS LLC 12121.15%1.49%1.75%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.24%0.34%0.62%Q4 2020Q3 202312
CHILDRESS CAPITAL ADVISORS, LLC 12121.02%1.31%1.68%Q4 2020Q3 202312
Timber Hill LLC 840.00%0.03%0.21%Q1 2014Q4 201712
NATIONAL PENN INVESTORS TRUST CO /PA 12120.04%0.15%0.22%Q2 2013Q1 201612
Municipal Employees' Retirement System of Michigan 1020.15%0.27%0.47%Q1 2016Q1 201912
SOA Wealth Advisors, LLC. 12120.04%0.06%0.08%Q4 2020Q3 202312
OUTFITTER FINANCIAL LLC 12124.07%5.01%5.88%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.22%0.30%0.41%Q4 2020Q3 202312
OAK FAMILY ADVISORS, LLC 12120.83%1.54%2.26%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.12%0.15%0.17%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.14%0.15%0.18%Q4 2020Q3 202312
AMERICAN NATIONAL BANK 840.00%0.01%0.01%Q3 2014Q4 202212
Sandbox Financial Partners, LLC 12120.14%0.18%0.22%Q4 2020Q3 202312
Clarus Group, Inc. 12121.11%1.41%1.69%Q4 2020Q3 202312
COWA, LLC 12120.86%1.23%1.85%Q4 2020Q3 202312
Levy Wealth Management Group, LLC 12120.34%0.50%0.80%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.04%0.06%0.06%Q4 2020Q3 202312
Rench Wealth Management, Inc. 750.14%0.15%0.17%Q4 2016Q4 201912
Capstone Financial Advisors, Inc. 1110.02%0.04%0.25%Q2 2015Q3 202312
HWG Holdings LP 610.01%0.71%6.06%Q2 2016Q4 202312
Rede Wealth, LLC 12120.36%0.40%0.46%Q4 2020Q3 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12125.22%12.26%16.90%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
Hudson Value Partners, LLC 12120.20%0.26%0.30%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.30%0.37%0.48%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Bramshill Investments, LLC 620.07%0.25%0.72%Q2 2017Q2 202312
IAG Wealth Partners, LLC 1110.01%0.01%0.01%Q4 2019Q3 202312
LOGAN CAPITAL MANAGEMENT INC 840.01%0.02%0.03%Q3 2013Q3 202312
Intrua Financial, LLC 12120.20%0.36%0.59%Q2 2020Q1 202312
Annandale Capital, LLC 12121.34%1.67%2.06%Q4 2020Q3 202312
Salvus Wealth Management, LLC 12120.27%0.35%0.39%Q4 2020Q3 202312
Vident Investment Advisory, LLC 1110.01%0.85%1.08%Q3 2017Q3 202212
True North Advisors, LLC 12120.24%0.66%0.92%Q4 2019Q3 202212
Asio Capital, LLC 1110.05%0.11%0.24%Q4 2019Q2 202312
1776 Wealth LLC 930.12%0.22%0.40%Q4 2019Q4 202212
Starfire Investment Advisers, Inc. 510.13%0.48%2.91%Q1 2015Q1 202012
LGL PARTNERS, LLC 930.17%0.25%0.41%Q1 2016Q1 202112
Appaloosa LP 12120.24%0.89%1.36%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 11110.00%0.05%0.08%Q1 2021Q3 202312
FEDERATED HERMES, INC. 12120.00%0.00%0.01%Q4 2015Q3 201812
Marcum Wealth, LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
Guidant Wealth Advisors 12120.00%0.02%0.04%Q4 2016Q3 201912
Curated Wealth Partners LLC 12120.08%0.33%0.83%Q4 2020Q3 202312
PSI Advisors, LLC 1110.09%0.17%0.25%Q4 2019Q3 202312
SIMON QUICK ADVISORS, LLC 610.00%0.02%0.06%Q4 2016Q1 202212
Realta Investment Advisors 710.06%0.10%0.21%Q1 2019Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 910.05%0.07%0.18%Q2 2020Q3 202312
CreativeOne Wealth, LLC 12120.02%0.05%0.08%Q4 2020Q3 202312
Waterfront Wealth Inc. 12120.14%0.23%0.32%Q4 2020Q3 202312
Johnson Midwest Financial, LLC 12120.01%0.10%0.23%Q4 2020Q3 202312
Costello Asset Management, INC 12120.01%0.03%0.06%Q2 2020Q1 202312
Conservest Capital Advisors, Inc. 12120.04%0.07%0.09%Q1 2017Q4 201912
Global Trust Asset Management, LLC 12120.00%0.02%0.09%Q4 2017Q3 202012
New Potomac Partners, LLC 12120.01%0.01%0.01%Q4 2017Q3 202012
Advisor OS, LLC 12120.12%0.16%0.21%Q4 2020Q3 202312
Crumly & Associates Inc. 12120.10%0.12%0.16%Q4 2020Q3 202312
Sepio Capital, LP 840.02%0.03%0.06%Q4 2018Q3 202312
Selective Wealth Management, Inc. 750.00%0.01%0.04%Q3 2019Q3 202212
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 12122.11%4.13%5.77%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.04%Q2 2013Q1 201612
HRT FINANCIAL LP 910.00%0.13%0.84%Q3 2019Q2 202312
RUSSELL FRANK CO/ 12120.00%0.01%0.04%Q2 2013Q1 201612
Affiance Financial, LLC 1010.00%1.84%5.69%Q4 2014Q4 202211
Main Street Research LLC 510.04%0.05%0.07%Q2 2013Q3 201811
Galvin, Gaustad & Stein, LLC 740.03%0.07%0.08%Q4 2020Q3 202311
TrinityPoint Wealth, LLC 710.04%0.09%0.27%Q3 2019Q3 202311
Disciplined Investments, LLC 920.00%0.01%0.02%Q4 2019Q2 202311
Clearview Wealth Advisors LLC 11110.02%0.04%0.06%Q4 2020Q2 202311
Hoese & Co LLP 11110.01%0.02%0.02%Q2 2021Q4 202311
Garde Capital, Inc. 610.12%0.19%0.30%Q4 2014Q4 201811
Venture Visionary Partners LLC 11110.02%0.03%0.05%Q1 2021Q3 202311
GODSEY & GIBB, INC 410.01%0.03%0.04%Q1 2019Q3 202311
Empowered Funds, LLC 740.05%0.13%0.19%Q4 2020Q3 202311
TCW GROUP INC 710.00%0.01%0.01%Q2 2014Q3 202311
Vestcor Inc 11110.04%0.07%0.14%Q4 2019Q2 202211
MOODY LYNN & LIEBERSON, LLC 920.03%0.21%0.31%Q2 2013Q3 202311
CMG Global Holdings, LLC 11110.60%0.96%1.17%Q1 2021Q3 202311
PATTON ALBERTSON MILLER GROUP, LLC 710.04%0.08%0.11%Q2 2016Q4 201911
SPINNAKER TRUST 11110.03%0.21%0.30%Q3 2017Q1 202011
Front Row Advisors LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Oder Investment Management, LLC 11110.29%0.46%0.52%Q1 2021Q3 202311
CROFT-LEOMINSTER INC 11110.04%0.06%0.08%Q2 2013Q4 201511
Donald L. Hagan, LLC 410.16%0.21%0.32%Q4 2014Q2 201911
Bienville Capital Management, LLC 710.04%0.08%0.14%Q2 2016Q1 202011
Csenge Advisory Group 1010.02%0.03%0.08%Q3 2017Q3 202311
Alexandria Capital, LLC 11110.03%0.05%0.08%Q2 2013Q4 201511
Ballentine Partners, LLC 11110.14%0.19%0.28%Q2 2017Q4 201911
Shulman DeMeo Asset Management LLC 920.14%0.23%0.53%Q1 2019Q4 202111
GPS Wealth Strategies Group, LLC 710.03%0.05%0.07%Q3 2020Q3 202311
Hedeker Wealth, LLC 11110.03%0.32%0.40%Q4 2014Q2 201711
IBEX WEALTH ADVISORS 710.00%0.85%1.03%Q4 2016Q3 202111
ALLSTATE CORP 920.02%0.29%0.80%Q3 2013Q1 201711
VAUGHAN & Co SECURITIES, INC. 11110.24%0.36%0.62%Q4 2019Q2 202211
StoneX Group Inc. 610.05%0.18%0.49%Q4 2019Q3 202311
Cullen Capital Management, LLC 11110.01%0.01%0.05%Q1 2021Q3 202311
Goepper Burkhardt LLC 11110.13%0.15%0.17%Q1 2021Q3 202311
WBH ADVISORY INC 11110.20%0.34%0.40%Q2 2013Q4 201511
ALBION FINANCIAL GROUP /UT 1010.02%0.05%0.09%Q4 2020Q3 202311
STATE OF WISCONSIN INVESTMENT BOARD 410.00%0.01%0.01%Q2 2015Q1 202211
Concord Wealth Partners 740.01%0.03%0.09%Q4 2020Q3 202311
Tolleson Wealth Management, Inc. 11110.09%0.17%0.30%Q4 2018Q2 202111
SIMMONS FIRST TRUST CO NA 11110.10%0.34%0.50%Q2 2013Q4 201511
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.03%0.10%Q4 2013Q3 202111
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CAPITAL COUNSEL LLC/NY 11110.01%0.02%0.02%Q2 2013Q4 201511
EP Wealth Advisors, LLC 710.00%0.04%0.14%Q1 2017Q3 202311
HC FINANCIAL ADVISORS INC 11110.02%0.06%0.19%Q4 2019Q2 202211
AXA S.A. 11110.00%0.00%0.00%Q2 2015Q4 201711
Insight Advisors, LLC/ PA 11110.09%0.13%0.15%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.03%0.06%0.08%Q4 2018Q2 202111
Pinnacle Summer Investments, Inc. 11110.35%1.48%2.10%Q2 2013Q4 201511
Legacy Wealth Planning, LLC 11110.18%0.26%0.34%Q4 2019Q2 202211
PagnatoKarp Partners LLC 11110.07%0.11%0.15%Q3 2017Q1 202011
YorkBridge Wealth Partners, LLC 11110.03%0.04%0.07%Q4 2016Q2 201911
State of Wyoming 11110.00%0.03%0.08%Q1 2021Q3 202311
BRASADA CAPITAL MANAGEMENT, LP 11110.55%0.98%1.38%Q4 2017Q2 202011
HARBOR ADVISORY CORP /MA/ 11110.30%0.33%0.39%Q1 2021Q3 202311
Prime Capital Investment Advisors, LLC 610.00%0.01%0.02%Q3 2019Q3 202311
PFG Advisors 1010.02%0.05%0.08%Q4 2018Q3 202311
WEALTH ADVISORS, INC. 11110.08%0.24%0.40%Q1 2021Q3 202311
Cable Hill Partners, LLC 910.00%0.02%0.04%Q1 2016Q1 201911
FOUNDERS CAPITAL MANAGEMENT, LLC 11110.10%0.11%0.15%Q4 2014Q2 201711
Sather Financial Group Inc 11110.04%0.07%0.13%Q2 2017Q4 201911
ARGENT TRUST Co 11110.08%0.10%0.25%Q3 2015Q1 201811
QUEST CAPITAL MANAGEMENT INC /ADV 830.04%0.07%0.10%Q4 2018Q4 202111
MGO ONE SEVEN LLC 810.01%0.05%0.09%Q4 2017Q3 202311
Modera Wealth Management, LLC 810.01%0.31%0.74%Q2 2014Q3 202311
Douglas C. Lane & Associates, Inc. 11110.01%0.01%0.02%Q2 2013Q4 201511
Fairholme Capital Management 1010.14%5.74%9.85%Q4 2020Q3 202311
Alpha Omega Wealth Management LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
Mitsubishi UFJ Trust & Banking Corp 11110.26%0.36%0.57%Q3 2019Q1 202211
Iowa State Bank 11110.10%0.12%0.14%Q2 2017Q4 201911
Spire Wealth Management 11110.03%0.05%0.07%Q1 2021Q3 202311
Mayflower Financial Advisors, LLC 11110.03%0.06%0.08%Q1 2021Q3 202311
Capital Advisory Group Advisory Services, LLC 740.02%0.12%0.28%Q4 2018Q3 202311
KAVAR CAPITAL PARTNERS GROUP, LLC 10100.07%0.08%0.09%Q4 2020Q1 202310
Canal Insurance CO 990.00%0.53%0.78%Q3 2021Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.19%0.27%0.32%Q2 2013Q3 201510
Brick & Kyle, Associates 10100.03%0.12%0.17%Q4 2014Q1 201710
HIGHLAND CAPITAL MANAGEMENT, LLC 10100.02%0.04%0.06%Q2 2013Q3 201510
Clark Capital Management Group, Inc. 620.01%0.01%0.02%Q2 2013Q1 202310
CFO4Life, L.P. 910.15%0.29%0.43%Q4 2014Q4 202210
Arbor Wealth Management, LLC 10100.36%0.47%0.57%Q3 2017Q4 201910
EMFO, LLC 10100.06%0.14%0.17%Q2 2021Q3 202310
PartnerRe Asset Management CORP 10100.13%1.82%2.95%Q2 2013Q3 201510
Snowden Capital Advisors LLC 820.01%0.07%0.13%Q3 2019Q3 202310
Peregrine Asset Advisers, Inc. 640.14%1.26%3.82%Q1 2016Q3 201810
Suncoast Equity Management 10100.05%0.07%0.09%Q2 2017Q3 201910
CERTUITY, LLC 10100.15%0.43%0.76%Q4 2019Q1 202210
Saratoga Research & Investment Management 910.02%0.03%0.03%Q2 2013Q3 201710
1ST SOURCE BANK 10100.02%0.04%0.10%Q1 2014Q2 201610
Airain ltd 710.04%0.15%0.32%Q3 2014Q2 201710
Murphy, Middleton, Hinkle & Parker, Inc. 710.12%0.14%0.16%Q1 2019Q3 202310
Ranger International Management, LP 550.01%0.51%1.90%Q2 2014Q1 201710
Armbruster Capital Management, Inc. 10100.01%0.01%0.02%Q4 2015Q1 201810
Community Capital Management, LLC 710.01%1.72%3.65%Q4 2018Q4 202010
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.03%0.06%Q3 2017Q3 202310
Outlook Wealth Advisors, LLC 10100.07%0.10%0.14%Q2 2021Q3 202310
Personal Capital Advisors Corp 610.00%0.00%0.00%Q3 2018Q4 202110
Blue Fin Capital, Inc. 730.06%0.08%0.11%Q2 2019Q3 202310
Grandview Asset Management LLC 610.13%0.20%0.28%Q4 2020Q3 202310
Wills Financial Group, Inc. 10100.23%1.32%1.85%Q4 2013Q1 201610
HARBOUR INVESTMENTS, INC. 640.03%0.04%0.05%Q1 2021Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.47%0.62%0.77%Q2 2013Q3 201510
NORTHWEST WEALTH MANAGEMENT, LLC 730.15%0.20%0.37%Q4 2016Q3 201910
Sonic Fund II, L.P. 10100.36%2.25%3.23%Q2 2020Q3 202210
McIlrath & Eck, LLC 710.00%0.01%0.01%Q4 2017Q3 202310
COOPERMAN LEON G 640.24%0.84%1.27%Q3 2020Q3 202310
Morningstar Investment Management LLC 10100.88%1.77%2.46%Q2 2021Q3 202310
DAVENPORT & Co LLC 10100.05%0.06%0.07%Q2 2021Q3 202310
Hamilton Point Investment Advisors, LLC 310.08%0.13%0.21%Q2 2014Q3 201910
Talara Capital Management, LLC 10106.99%11.29%13.61%Q2 2016Q3 201810
Bank of New Hampshire 10100.05%0.08%0.11%Q2 2021Q3 202310
CAPITAL GUARDIAN TRUST CO 730.00%0.00%0.00%Q2 2014Q1 201710
Commonwealth Financial Services, LLC 10100.04%0.05%0.13%Q4 2014Q1 201710
Cowen Prime Advisors LLC 910.55%0.81%1.06%Q2 2020Q2 202310
Corient Capital Partners, LLC 10100.14%0.18%0.22%Q3 2016Q4 201810
Accel Wealth Management 10100.07%0.12%0.23%Q4 2020Q1 202310
Crossvault Capital Management LLC 10100.12%0.18%0.22%Q2 2015Q3 201710
Versant Capital Management, Inc 610.00%0.01%0.02%Q3 2020Q4 202310
MHI Funds, LLC 10101.51%2.93%3.43%Q4 2017Q1 202010
CREDIT AGRICOLE S A 910.00%0.00%0.00%Q4 2020Q3 202310
SUNFLOWER BANK, NA WEALTH MANAGEMENT 10100.08%0.18%0.27%Q2 2013Q3 201510
55I, LLC 550.01%0.11%0.26%Q4 2018Q2 202110
Jump Financial, LLC 520.01%0.08%0.34%Q3 2020Q3 202310
GUARDIAN CAPITAL LP 10100.07%0.10%0.18%Q2 2016Q3 201810
NOMURA ASSET MANAGEMENT CO LTD 10100.94%1.42%1.74%Q3 2013Q4 201510
Continuum Advisory, LLC 910.06%0.08%0.25%Q3 2020Q3 202310
Beacon Pointe Advisors, LLC 520.01%0.09%0.20%Q4 2020Q3 202310
Staton Financial Advisors, LLC 10103.07%3.38%3.76%Q1 2015Q2 201710
MOGY JOEL R INVESTMENT COUNSEL INC 10100.05%0.07%0.08%Q2 2013Q3 201510
SUMMIT FINANCIAL GROUP, INC. 10100.14%0.25%0.43%Q2 2017Q3 201910
Zions Bancorporation 820.07%0.24%0.52%Q1 2015Q3 201710
Alley Co LLC 10100.58%0.92%1.30%Q2 2013Q3 201510
HBW ADVISORY SERVICES LLC 10100.06%0.11%0.14%Q2 2021Q3 202310
Stokes Family Office, LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
MARINER INVESTMENT GROUP LLC 880.02%4.21%8.34%Q1 2016Q4 201710
Wolff Financial Management LLC 510.08%0.12%0.18%Q1 2019Q3 202310
Hefty Wealth Partners 10100.01%0.02%0.02%Q4 2015Q1 201810
First Dallas Securities Inc. 910.09%0.29%0.38%Q3 2014Q4 201710
Premier Fund Managers Ltd 10100.12%0.25%0.70%Q2 2020Q3 202210
XML Financial, LLC 990.05%0.29%0.37%Q3 2021Q3 20239
SpiderRock Advisors, LLC 330.01%0.19%0.50%Q1 2017Q3 20179
Global Financial Private Capital, Inc 540.00%0.01%0.01%Q3 2017Q2 20209
LS Investment Advisors, LLC 990.00%0.00%0.00%Q4 2017Q4 20199
CI Global Investments Inc. 990.01%0.21%0.57%Q2 2016Q2 20189
Atlas Brown,Inc. 990.10%0.17%0.21%Q3 2021Q3 20239
Geneva Partners, LLC 510.22%0.67%1.09%Q3 2019Q3 20239
Seneca House Advisors 990.32%0.36%0.44%Q4 2017Q4 20199
WEST PACES ADVISORS INC. 990.03%0.03%0.03%Q3 2021Q3 20239
Southland Equity Partners LLC 990.08%0.10%0.12%Q3 2021Q3 20239
Energy Opportunities Capital Management, LLC 992.45%4.00%7.66%Q3 2019Q3 20219
CAPITAL ONE FINANCIAL CORP 990.13%0.15%0.20%Q1 2020Q1 20229
L & S Advisors Inc 990.03%0.23%0.38%Q4 2017Q4 20199
COMERICA SECURITIES,INC. 990.02%0.06%0.14%Q1 2019Q1 20219
Laidlaw Group, LLC 990.27%0.40%0.48%Q2 2013Q2 20159
Providence Capital Advisors, LLC 990.71%0.79%0.85%Q4 2017Q4 20199
UNITED FIRE GROUP INC 991.86%4.71%13.89%Q3 2021Q3 20239
Tarbox Family Office, Inc. 630.01%0.03%0.04%Q4 2013Q3 20179
KANAWHA CAPITAL MANAGEMENT LLC 990.04%0.05%0.08%Q2 2013Q2 20159
Malaga Cove Capital, LLC 720.39%0.43%0.53%Q4 2013Q2 20219
BERKLEY W R CORP 993.09%5.06%7.28%Q3 2021Q3 20239
Acorn Wealth Advisors, LLC 990.44%0.59%0.71%Q4 2017Q4 20199
Cerro Pacific Wealth Advisors LLC 810.21%0.28%0.50%Q4 2020Q1 20239
Integrated Wealth Management 991.10%1.28%1.60%Q1 2015Q1 20179
Private Vista, LLC 990.10%0.13%0.15%Q1 2018Q1 20209
Fort Point Capital Partners LLC 630.10%0.13%0.14%Q2 2015Q3 20179
Apollon Wealth Management, LLC 810.00%0.08%0.12%Q2 2020Q3 20239
McElhenny Sheffield Capital Management, LLC 990.38%0.55%0.85%Q3 2021Q3 20239
CORTLAND ADVISERS LLC 994.55%6.79%8.29%Q2 2013Q2 20159
Fiduciary Group LLC 990.03%0.04%0.06%Q3 2021Q3 20239
RIVERHEAD CAPITAL MANAGEMENT LLC 990.09%0.15%0.20%Q2 2013Q2 20159
Lion Street Advisors, LLC 990.17%0.21%0.26%Q3 2021Q3 20239
Exchange Capital Management, Inc. 810.00%0.00%0.00%Q2 2013Q2 20169
Pegasus Partners Ltd. 990.07%0.08%0.10%Q3 2021Q3 20239
Kozak & Associates, Inc. 990.01%0.03%0.06%Q3 2021Q3 20239
GREAT LAKES ADVISORS, LLC 990.01%0.06%0.12%Q2 2013Q2 20159
Financial Avengers, Inc. 990.05%0.10%0.13%Q4 2020Q4 20229
Arkadios Wealth Advisors 720.01%0.01%0.03%Q1 2020Q1 20239
ATHERTON LANE ADVISERS, LLC 990.02%0.02%0.04%Q4 2013Q4 20159
Grove Bank & Trust 810.00%0.02%0.04%Q4 2015Q3 20239
Clear Harbor Asset Management, LLC 630.05%0.09%0.11%Q4 2016Q3 20209
PFG Private Wealth Management, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Professional Financial Advisors, LLC 990.01%0.01%0.01%Q3 2020Q3 20229
Willis Johnson & Associates, Inc. 990.03%0.06%0.10%Q4 2020Q4 20229
Independence Bank of Kentucky 990.01%0.02%0.06%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.02%0.07%0.11%Q4 2019Q3 20239
PHILLIPS FINANCIAL MANAGEMENT, LLC 990.10%0.12%0.16%Q3 2014Q3 20169
HB Wealth Management, LLC 880.00%0.04%0.05%Q4 2021Q3 20239
BCWM, LLC 420.07%0.09%0.10%Q1 2017Q4 20199
Members Trust Co 510.01%0.01%0.02%Q2 2016Q3 20239
ORSER CAPITAL MANAGEMENT, LLC 990.87%1.09%1.32%Q4 2017Q4 20199
Eagle Bay Advisors LLC 630.05%0.06%0.07%Q2 2021Q3 20239
SMITH HAYES Advisers, Inc 990.06%0.11%0.20%Q1 2014Q1 20169
PICTON MAHONEY ASSET MANAGEMENT 520.50%1.04%1.79%Q2 2016Q1 20199
Eudaimonia Partners, LLC 720.07%0.09%0.12%Q2 2021Q3 20239
BancFirst Trust & Investment Management 990.12%0.15%0.18%Q4 2021Q4 20239
Spears Abacus Advisors LLC 810.02%0.04%0.06%Q2 2015Q3 20239
COMMUNITY TRUST & INVESTMENT CO 990.04%0.06%0.09%Q2 2013Q2 20159
RGT Wealth Advisors, LLC 710.02%0.38%0.64%Q3 2016Q4 20219
Bleichroeder LP 990.36%0.45%0.56%Q4 2019Q4 20219
U.S. Capital Wealth Advisors, LLC 991.03%1.51%2.21%Q3 2021Q3 20239
Trellus Management Company, LLC 811.10%1.74%2.14%Q3 2015Q4 20179
EXENCIAL WEALTH ADVISORS, LLC 990.04%0.07%0.08%Q3 2021Q3 20239
WEST CHESTER CAPITAL ADVISORS, INC 990.20%0.38%0.85%Q2 2013Q2 20159
Stanford Investment Group, Inc. 990.03%0.08%0.12%Q4 2014Q4 20169
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.00%0.00%0.00%Q2 2020Q2 20229
Perennial Advisors, LLC 990.04%0.05%0.06%Q4 2016Q4 20189
Farmers & Merchants Trust Co of Chambersburg PA 630.02%0.06%0.09%Q2 2021Q3 20239
Castleview Partners, LLC 810.03%0.30%0.64%Q2 2021Q3 20239
Nuveen Fund Advisors, LLC 990.04%0.09%0.26%Q2 2016Q2 20189
Bristol Advisors, LLC 990.14%1.09%2.85%Q1 2017Q1 20199
KELLY LAWRENCE W & ASSOCIATES INC/CA 990.00%0.00%0.01%Q1 2021Q1 20239
FIRST CITIZENS BANK & TRUST CO 990.03%0.04%0.05%Q2 2016Q2 20189
TFO Wealth Partners, LLC 990.01%0.03%0.14%Q4 2019Q4 20219
GUERRA PAN ADVISORS, LLC 880.21%0.30%0.35%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
PRIVATE CAPITAL MANAGEMENT INC 880.62%0.79%1.02%Q4 2015Q3 20178
State of Tennessee, Treasury Department 880.03%0.14%0.24%Q1 2018Q4 20198
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.02%0.02%Q2 2019Q2 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
MARSHALL WACE, LLP 310.00%0.07%0.32%Q3 2016Q3 20218
Alan B Lancz & Associates, Inc. 880.24%0.32%0.38%Q4 2021Q3 20238
Acropolis Investment Management, LLC 880.26%0.46%0.55%Q2 2013Q1 20158
Rockwood Wealth Management, LLC 880.13%0.22%0.36%Q4 2021Q3 20238
Byrne Asset Management LLC 880.06%0.06%0.07%Q4 2021Q3 20238
KEMPER Corp 880.78%1.45%1.91%Q2 2013Q1 20158
Fractal Investments LLC 888.23%11.06%14.12%Q4 2021Q3 20238
Collaborative Wealth Managment Inc. 610.20%0.26%0.28%Q1 2021Q3 20238
EverSource Wealth Advisors, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
Signature Financial Management, Inc. 310.06%0.16%0.29%Q2 2013Q3 20188
Paralel Advisors LLC 884.65%5.38%6.08%Q4 2021Q3 20238
Future Financial Wealth Managment LLC 880.15%0.22%0.27%Q4 2021Q3 20238
Meixler Investment Management, Ltd. 881.47%1.70%1.85%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
LMCG INVESTMENTS, LLC 710.01%0.06%0.08%Q3 2014Q3 20238
Wagner Wealth Management, LLC 420.00%0.02%0.06%Q2 2018Q3 20228
Gilbert & Cook, Inc. 880.04%0.07%0.09%Q2 2020Q1 20228
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 410.01%0.01%0.01%Q2 2014Q4 20208
Forum Financial Management, LP 880.02%0.02%0.03%Q4 2021Q3 20238
Index Management Solutions, LLC 420.00%0.16%0.38%Q2 2013Q3 20158
Raab & Moskowitz Asset Management LLC 510.01%0.17%0.29%Q4 2013Q3 20238
Capasso Planning Partners LLC 880.20%0.23%0.26%Q4 2021Q3 20238
Avestar Capital, LLC 710.05%0.08%0.11%Q4 2017Q1 20228
EULAV Asset Management 880.06%0.11%0.23%Q4 2013Q3 20158
SOUTH TEXAS MONEY MANAGEMENT LTD 710.01%0.02%0.04%Q4 2015Q1 20198
F&V Capital Management, LLC 880.40%0.46%0.51%Q4 2021Q3 20238
Sierra Capital LLC 880.01%0.01%0.01%Q1 2021Q4 20228
KING INVESTMENT ADVISORS INC/TX 880.30%0.37%0.44%Q2 2013Q1 20158
RONALD BLUE & CO LLC 880.04%0.06%0.08%Q3 2015Q2 20178
Quent Capital, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
REGENTATLANTIC CAPITAL LLC 320.00%0.02%0.03%Q2 2014Q3 20228
Simplicity Solutions, LLC 320.02%0.03%0.09%Q3 2018Q3 20238
OAK RIDGE INVESTMENTS LLC 530.02%0.05%0.07%Q1 2021Q1 20238
Wellington Shields Capital Management, LLC 710.02%0.07%0.30%Q2 2013Q3 20238
Hillsdale Investment Management Inc. 610.01%0.04%0.06%Q2 2013Q3 20198
Ameritas Investment Company, LLC 410.00%0.02%0.06%Q1 2019Q3 20218
LAZARD ASSET MANAGEMENT LLC 710.00%0.00%0.00%Q2 2013Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.06%0.08%0.13%Q4 2020Q3 20228
Ellenbecker Investment Group 880.14%0.17%0.19%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 710.01%0.01%0.04%Q4 2020Q3 20238
NICHOLS & PRATT ADVISERS LLP /MA 880.02%0.02%0.02%Q2 2013Q1 20158
Founders Financial Alliance, LLC 410.06%0.10%0.15%Q3 2020Q3 20238
HOWARD FINANCIAL SERVICES, LTD. 530.13%0.21%0.37%Q4 2018Q3 20238
STABLEFORD CAPITAL II LLC 410.51%0.78%0.87%Q2 2017Q3 20218
Strengthening Families & Communities, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
JAMISON EATON & WOOD INC /NJ 880.70%0.98%1.19%Q2 2013Q1 20158
C2C Wealth Management, LLC 880.20%0.26%0.30%Q4 2021Q3 20238
Bell Rock Capital LLC 880.09%0.69%1.47%Q2 2017Q1 20198
Marquard & Bahls AG 8863.69%73.15%89.42%Q4 2021Q3 20238
Great Point Wealth Advisors, LLC 880.14%0.48%0.95%Q4 2018Q3 20208
GraniteShares Advisors LLC 880.33%0.87%1.51%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.28%0.33%0.37%Q2 2013Q1 20158
ASHFORD CAPITAL MANAGEMENT INC 710.03%0.18%0.27%Q1 2020Q3 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
PITTENGER & ANDERSON INC 510.00%0.00%0.00%Q2 2017Q1 20238
M Holdings Securities, Inc. 510.04%0.06%0.10%Q3 2014Q1 20238
Blue Chip Wealth Management, Inc. 880.22%0.29%0.32%Q1 2018Q4 20198
AQR Capital Management 710.00%0.00%0.00%Q4 2012Q4 20148
WEST BANCORPORATION INC 440.12%0.14%0.20%Q4 2019Q3 20228
FourThought Financial, LLC 880.18%0.26%0.35%Q4 2020Q3 20228
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.11%0.14%0.17%Q4 2017Q1 20238
LOOMIS SAYLES & CO L P 710.00%0.00%0.01%Q2 2014Q1 20218
Clal Insurance Enterprises Holdings Ltd 440.00%0.00%0.01%Q1 2018Q4 20218
Powers Advisory Group, LLC 880.30%0.36%0.39%Q4 2021Q3 20238
Diversified Investment Strategies, LLC 440.14%0.16%0.18%Q2 2021Q3 20238
WFA Asset Management Corp 880.08%0.12%0.13%Q4 2021Q3 20238
Finer Wealth Management, Inc. 880.22%0.58%0.88%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.01%0.02%0.02%Q4 2021Q3 20238
Atria Investments, Inc 710.01%0.03%0.03%Q4 2019Q3 20238
Watchman Group, Inc. 410.09%0.30%0.82%Q4 2019Q3 20238
RS CRUM INC. 880.65%0.79%1.00%Q4 2021Q3 20238
Danda Trouve Investment Management, Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
Quantum Private Wealth, LLC 880.27%0.52%0.64%Q4 2021Q3 20238
Private Portfolio Partners LLC 710.08%0.11%0.18%Q3 2020Q2 20238
Texas Children's 889.08%14.85%21.70%Q4 2018Q3 20208
MERIDIAN INVESTMENT COUNSEL INC. 710.14%0.18%0.21%Q4 2013Q2 20168
ARES MANAGEMENT LLC 880.02%0.03%0.05%Q4 2018Q3 20208
PFS Partners, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Brand Asset Management Group, Inc. 880.04%0.09%0.10%Q2 2018Q1 20208
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 880.01%0.03%0.13%Q2 2021Q1 20238
LIBERTY WEALTH MANAGEMENT LLC 710.00%0.00%0.02%Q4 2018Q3 20218
Axiom Investment Management LLC 410.05%0.23%0.78%Q4 2018Q3 20228
Abbot Financial Management, Inc. 880.16%0.19%0.21%Q1 2018Q4 20198
Congress Wealth Management LLC / DE / 880.01%0.01%0.02%Q4 2021Q3 20238
MARINO, STRAM & ASSOCIATES LLC 880.16%0.19%0.32%Q4 2017Q3 20198
MKT Advisors LLC 880.20%0.22%0.23%Q4 2021Q3 20238
Colorado Capital Management, Inc. 710.16%0.19%0.30%Q2 2018Q3 20238
Seven Post Investment Office LP 880.21%0.50%0.68%Q4 2018Q3 20208
Integrated Investment Consultants, LLC 880.07%0.09%0.11%Q3 2020Q2 20228
Addison Advisors LLC 610.00%0.00%0.00%Q4 2020Q3 20238
WEALTH EFFECTS LLC 880.11%0.15%0.17%Q4 2021Q3 20238
Ashburton (Jersey) Ltd 880.00%0.01%0.03%Q2 2019Q1 20218
Sonora Investment Management Group, LLC 880.07%0.10%0.12%Q4 2021Q3 20238
AMG Funds LLC 880.99%1.67%2.23%Q4 2018Q3 20208
Colonial River Wealth Management, LLC 880.14%0.20%0.26%Q4 2021Q3 20238
Capital Innovations LLC 620.64%1.02%1.64%Q4 2013Q1 20168
Penn Mutual Asset Management, LLC 710.26%1.20%1.79%Q4 2019Q3 20238
Missouri Trust & Investment Co 880.01%0.03%0.03%Q4 2021Q3 20238
Allegis Investment Advisors, LLC 880.06%0.11%0.18%Q4 2015Q3 20178
Soroban Capital Partners LP 880.05%0.26%0.77%Q4 2016Q3 20188
Morton Capital Management LLC/CA 880.16%0.21%0.25%Q4 2021Q3 20238
Private Wealth Partners, LLC 530.03%0.33%0.80%Q2 2013Q1 20208
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.24%0.35%0.48%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.14%0.18%0.20%Q4 2021Q3 20238
FIDUCIARY ASSET MANAGEMENT LLC 881.71%2.13%2.34%Q2 2013Q1 20158
Sweet Financial Partners, LLC 880.29%0.31%0.34%Q4 2021Q3 20238
Wedmont Private Capital 880.05%0.07%0.12%Q4 2021Q3 20238
Claybrook Capital, LLC 710.04%0.20%0.44%Q4 2018Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.11%0.24%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.04%0.08%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.06%0.06%0.07%Q1 2014Q4 20158
ENCOMPASS WEALTH ADVISORS, LLC 530.07%0.14%0.31%Q4 2020Q3 20238
Covestor Ltd 880.00%0.03%0.09%Q4 2021Q3 20238
FFT WEALTH MANAGEMENT LLC 710.01%0.76%1.33%Q4 2015Q2 20218
RE Dickinson Investment Advisors, LLC 880.01%0.05%0.07%Q4 2021Q3 20238
GRIMES & COMPANY, INC. 880.06%0.10%0.11%Q2 2013Q1 20158
Granite Investment Advisors, LLC 770.04%0.06%0.06%Q2 2018Q4 20197
JEPPSON WEALTH MANAGEMENT, LLC 610.03%0.12%0.18%Q3 2020Q3 20237
PRENTISS SMITH & CO INC 310.00%0.02%0.04%Q2 2013Q4 20167
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 510.68%6.56%10.13%Q2 2013Q4 20187
RELIANCE TRUST CO 770.26%0.39%0.49%Q2 2013Q4 20147
FORTEM FINANCIAL GROUP, LLC 610.01%0.34%0.46%Q4 2020Q3 20237
Merit Financial Group, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
VESTOR CAPITAL, LLC 430.01%0.53%0.94%Q2 2013Q1 20157
Round Rock Advisors, LLC 770.33%0.44%0.50%Q1 2022Q3 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Edge Advisors, LLC 771.38%1.55%1.65%Q4 2016Q2 20187
MANCHESTER FINANCIAL INC 610.01%0.03%0.06%Q2 2019Q1 20217
Osborn Williams & Donohoe LLC 430.06%0.08%0.09%Q2 2013Q4 20197
INDEPENDENT INVESTORS INC 770.10%0.11%0.12%Q2 2013Q4 20147
FAIRFIELD, BUSH & CO. 510.01%0.10%0.16%Q2 2014Q2 20237
Leisure Capital Management 410.10%0.12%0.17%Q2 2021Q3 20237
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 520.08%0.10%0.13%Q3 2020Q3 20237
Pinnacle Wealth Management Advisory Group, LLC 770.04%0.04%0.04%Q4 2021Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.20%0.22%0.30%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.01%0.02%0.02%Q4 2020Q2 20227
JACKSON PARK CAPITAL, LLC 432.73%3.18%3.78%Q1 2015Q4 20167
Bruderman Asset Management, LLC 770.02%0.02%0.03%Q1 2015Q3 20167
TUCKER ASSET MANAGEMENT LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Lebenthal Holdings,LLC 770.25%0.34%0.61%Q4 2014Q2 20167
WINTRUST INVESTMENTS LLC 410.02%0.03%0.04%Q2 2019Q3 20237
DIFESA CAPITAL MANAGEMENT, LP 770.25%1.30%5.33%Q4 2021Q2 20237
Sageworth Trust Co 430.01%0.01%0.01%Q2 2017Q4 20197
Gary Goldberg Planning Services Inc 770.01%0.01%0.03%Q2 2013Q4 20147
Visionary Wealth Advisors 770.02%0.03%0.03%Q1 2022Q3 20237
Heirloom Wealth Management 430.19%0.27%0.37%Q4 2021Q3 20237
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.29%0.48%0.60%Q4 2014Q2 20167
Lenox Wealth Advisors, LLC 310.00%0.03%0.05%Q4 2013Q4 20197
Orion Portfolio Solutions, LLC 430.00%0.01%0.02%Q4 2019Q3 20237
MAGNOLIA CAPITAL MANAGEMENT LTD 770.07%0.24%0.31%Q1 2022Q3 20237
Li Winifred I 770.50%0.56%0.68%Q2 2013Q4 20147
King Wealth Management Group 610.10%0.11%0.12%Q4 2014Q3 20237
MILLIE CAPITAL MANAGEMENT, LLC 770.34%1.08%1.86%Q4 2014Q2 20167
HAZLETT, BURT & WATSON, INC. 770.09%0.11%0.13%Q1 2022Q3 20237
Stuart Chaussee & Associates, Inc. 770.20%0.23%0.24%Q2 2018Q4 20197
Cross Staff Investments Inc 770.19%0.30%0.36%Q4 2021Q2 20237
FIRSTMERIT BANK N A TRUSTEE 610.02%0.02%0.03%Q1 2014Q4 20157
Sabal Trust CO 770.02%0.03%0.05%Q1 2022Q3 20237
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 430.08%0.15%0.21%Q1 2014Q4 20167
Freedom Investment Management, Inc. 410.01%0.02%0.05%Q4 2013Q3 20187
Marshall Wace North America L.P. 310.01%0.04%0.09%Q2 2017Q3 20217
Stiles Financial Services Inc 770.11%0.12%0.13%Q1 2022Q3 20237
INVESTMENT HOUSE LLC 770.05%0.08%0.16%Q4 2015Q2 20177
PARK AVENUE SECURITIES LLC 410.01%0.01%0.02%Q1 2019Q2 20237
Klingman & Associates, LLC 770.01%0.04%0.10%Q4 2014Q2 20167
Consilium Wealth Advisory, LLC 770.15%0.22%0.28%Q1 2022Q3 20237
FORT PITT CAPITAL GROUP, LLC 610.00%0.02%0.03%Q3 2018Q4 20207
BANK OF NOVA SCOTIA TRUST CO 770.04%0.04%0.04%Q2 2013Q4 20147
Financial Connections Group, Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.02%0.03%0.03%Q1 2022Q3 20237
Northwest Bancshares, Inc. 770.09%0.42%1.17%Q4 2017Q2 20197
ARBOR TRUST WEALTH ADVISORS, LLC 770.17%0.19%0.22%Q1 2022Q3 20237
Zions Bancorporation, N.A. 510.00%0.03%0.07%Q1 2019Q2 20227
TRUE Private Wealth Advisors 510.00%0.01%0.01%Q3 2018Q4 20207
VICUS CAPITAL 770.02%0.03%0.06%Q1 2021Q3 20227
HFG Advisors, Inc. 770.25%0.35%0.56%Q1 2022Q3 20237
Mraz, Amerine & Associates, Inc. 770.07%0.08%0.08%Q4 2015Q2 20177
Bristlecone Advisors, LLC 770.03%0.04%0.04%Q1 2022Q3 20237
Pavion Blue Capital, LLC 770.14%0.15%0.16%Q1 2022Q3 20237
Beech Hill Advisors, Inc. 410.11%0.87%1.51%Q2 2013Q3 20197
TCF National Bank 770.16%0.22%0.28%Q3 2019Q1 20217
First Capital Advisors Group, LLC. 510.07%0.14%0.17%Q1 2017Q2 20237
COUNTRY CLUB BANK /GFN 770.09%0.09%0.10%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.06%0.08%0.09%Q4 2021Q3 20237
Sound View Wealth Advisors Group, LLC 610.07%0.94%1.34%Q2 2019Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 410.00%0.01%0.02%Q3 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Braun-Bostich & Associates Inc. 770.05%0.06%0.08%Q4 2017Q2 20197
ARTHUR M. COHEN & ASSOCIATES, LLC 310.04%0.12%0.21%Q3 2014Q4 20197
JBJ Investment Partners, LLC 770.01%0.15%0.30%Q1 2019Q3 20207
Atria Wealth Solutions, Inc. 770.12%0.16%0.21%Q1 2022Q3 20237
TCTC Holdings, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
FORTE CAPITAL LLC /ADV 310.03%0.11%0.17%Q3 2014Q2 20217
ICA Group Wealth Management, LLC 770.06%0.12%0.29%Q1 2022Q3 20237
O'Dell Group, LLC 510.03%0.05%0.15%Q2 2018Q2 20237
Cornerstone Capital, Inc. 770.07%0.08%0.10%Q3 2013Q1 20157
Squar Milner Financial Services LLC 520.01%0.08%0.11%Q2 2018Q1 20207
Arrow Investment Advisors, LLC 610.15%0.18%0.23%Q2 2021Q1 20237
Skandinaviska Enskilda Banken AB (publ) 770.00%0.05%0.13%Q2 2019Q4 20207
AJ WEALTH STRATEGIES, LLC 610.02%0.02%0.04%Q1 2020Q2 20227
Capital Investment Services of America, Inc. 770.05%0.06%0.06%Q2 2013Q4 20147
Institute for Wealth Management, LLC. 320.10%0.13%0.16%Q2 2017Q2 20197
Vishria Bird Financial Group, LLC 770.23%0.26%0.30%Q2 2018Q4 20197
XR Securities LLC 210.00%0.05%0.13%Q2 2019Q3 20227
Van Leeuwen & Company, LLC 520.99%2.73%3.34%Q3 2018Q2 20217
Trek Financial, LLC 770.02%0.58%0.86%Q1 2022Q3 20237
Adalta Capital Management LLC 770.03%0.16%0.28%Q1 2022Q3 20237
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 770.00%0.00%0.00%Q1 2022Q3 20237
Wellington Shields & Co., LLC 610.01%0.33%0.61%Q2 2013Q3 20237
Stratos Wealth Advisors, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
LexAurum Advisors, LLC 770.08%0.09%0.10%Q1 2022Q3 20237
ParenteBeard Wealth Management, LLC 772.38%3.02%3.46%Q2 2013Q4 20147
Fore Capital, LLC 510.15%0.87%2.91%Q2 2020Q4 20217
Principal Street Partners, LLC 770.09%0.16%0.20%Q1 2022Q3 20237
BROOKS, MOORE & ASSOCIATES, INC. 610.13%0.22%0.27%Q4 2018Q2 20217
Gladstone Institutional Advisory LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Next Capital Management LLC 610.02%0.16%0.20%Q3 2019Q2 20217
Charles Schwab Investment Advisory, Inc. 770.04%0.05%0.06%Q2 2018Q4 20197
SHAPIRO ROBERT N 770.15%0.17%0.21%Q2 2013Q4 20147
QCM Cayman, Ltd. 210.05%0.42%1.10%Q1 2014Q3 20207
Allen Capital Group, LLC 430.04%0.08%0.12%Q4 2021Q3 20237
DELPHI MANAGEMENT INC /MA/ 770.91%1.13%1.26%Q1 2013Q3 20147
AGF INVESTMENTS INC. 610.00%0.02%0.07%Q1 2018Q3 20207
HENNESSY ADVISORS INC 770.19%0.32%0.42%Q1 2022Q3 20237
Meristem Family Wealth, LLC 520.04%0.06%0.08%Q4 2019Q1 20227
Spotlight Asset Group, Inc. 310.06%0.08%0.09%Q4 2019Q3 20236
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.01%0.02%0.03%Q3 2018Q3 20236
ROBERTS GLORE & CO INC /IL/ 410.08%0.14%0.16%Q2 2013Q4 20196
PARADIGM ASSET MANAGEMENT CO LLC 310.01%0.18%0.28%Q1 2016Q3 20236
ICON ADVISERS INC/CO 510.10%0.72%1.11%Q1 2019Q3 20236
JAG CAPITAL MANAGEMENT, LLC 660.02%0.03%0.04%Q2 2019Q3 20206
TRUST CO OF OKLAHOMA 510.11%0.16%0.28%Q2 2014Q2 20216
SPOT TRADING L.L.C. 220.01%0.01%0.03%Q2 2017Q3 20176
WEBSTER BANK, N. A. 310.01%0.05%0.12%Q4 2015Q3 20216
Stifel Trust Company, N.A. 660.09%0.09%0.11%Q2 2013Q3 20146
WHITE PINE CAPITAL LLC 330.08%0.11%0.14%Q1 2022Q3 20236
Natixis Investment Managers International 310.00%0.46%1.43%Q3 2017Q1 20216
WESTFIELD CAPITAL MANAGEMENT CO LP 660.01%0.01%0.01%Q2 2013Q3 20146
SEI TRUST CO 660.01%0.01%0.01%Q2 2013Q3 20146
PICTET ASSET MANAGEMENT LTD 660.22%0.53%1.19%Q2 2013Q3 20146
Placemark Investments, Inc. 660.01%0.02%0.03%Q3 2013Q4 20146
1919 Investment Counsel, LLC 660.64%0.69%0.78%Q2 2013Q3 20146
Amundi 310.00%0.00%0.01%Q2 2021Q3 20236
Regis Management CO LLC 660.04%0.05%0.07%Q4 2018Q1 20206
Hirtle Callaghan & Co LLC 310.03%0.21%0.41%Q3 2013Q2 20176
HBK Sorce Advisory LLC 410.01%0.03%0.06%Q3 2017Q3 20236
COMERICA SECURITIES INC 660.06%0.08%0.12%Q3 2017Q4 20186
Choate Investment Advisors 660.02%0.05%0.08%Q2 2022Q3 20236
AVIANCE CAPITAL MANAGEMENT, LLC 660.02%0.03%0.04%Q2 2013Q3 20146
INTERACTIVE FINANCIAL ADVISORS, INC. 660.00%0.00%0.01%Q2 2015Q3 20166
Trust CO of the Ozarks 660.05%0.06%0.07%Q4 2013Q1 20156
Perella Weinberg Partners Capital Management LP 661.45%1.86%2.56%Q1 2018Q2 20196
DekaBank Deutsche Girozentrale 660.00%0.00%0.00%Q2 2021Q3 20226
Constellation Wealth Advisors, LLC 660.03%0.04%0.04%Q2 2013Q3 20146
Banyan Partners, LLC 660.14%0.21%0.27%Q2 2013Q3 20146
DONALDSON CAPITAL MANAGEMENT, LLC 660.03%0.05%0.05%Q4 2013Q1 20156
TPG Group Holdings (SBS) Advisors, Inc. 660.08%0.77%1.25%Q1 2020Q2 20216
QS Investors, LLC 660.00%0.00%0.00%Q1 2019Q2 20206
Shinko Asset Management Co., Ltd. 660.06%0.08%0.13%Q2 2013Q3 20146
Quantbot Technologies LP 310.01%0.23%0.61%Q2 2014Q3 20166
Barrett Asset Management, LLC 660.02%0.03%0.03%Q2 2013Q3 20146
MATHER GROUP, LLC. 660.01%0.01%0.02%Q2 2022Q3 20236
Smith Affiliated Capital Corp. 420.02%0.06%0.13%Q2 2013Q2 20156
Annex Advisory Services, LLC 510.02%0.12%0.16%Q1 2015Q3 20206
Windsor Capital Management, LLC 310.05%0.07%0.11%Q2 2013Q4 20196
Newman Dignan & Sheerar, Inc. 510.13%0.16%0.21%Q1 2014Q3 20166
Wood Investment Counsel LLC 661.32%1.42%1.50%Q2 2013Q3 20146
KMS FINANCIAL SERVICES, INC 660.34%0.55%0.72%Q2 2013Q3 20146
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Crosspoint Capital Strategies, LLC 420.05%0.11%0.22%Q4 2013Q4 20156
Almitas Capital LLC 660.17%0.26%0.32%Q4 2018Q1 20206
Belmont Global Advisors, Inc. 510.58%2.78%3.56%Q4 2013Q2 20156
Sullivan, Bruyette, Speros & Blaney, LLC 420.01%0.01%0.02%Q3 2019Q1 20216
Stanley-Laman Group, Ltd. 420.04%0.04%0.05%Q1 2014Q3 20236
Ironwood Financial, llc 310.00%0.01%0.02%Q1 2015Q2 20206
Summit Financial Wealth Advisors, LLC 420.02%0.04%0.05%Q4 2014Q3 20196
Castleton Investment Management LLC 410.14%1.55%2.62%Q3 2016Q1 20196
Financial Enhancement Group LLC 510.00%0.00%0.01%Q3 2019Q4 20216
D'Orazio & Associates, Inc. 310.00%0.01%0.02%Q4 2018Q1 20216
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 660.05%0.07%0.09%Q2 2015Q3 20166
Jackson, Grant Investment Advisers, Inc. 510.01%0.02%0.08%Q4 2015Q3 20176
Matisse Capital 660.16%0.19%0.22%Q4 2015Q1 20176
Bellwether Investment Group, LLC 510.26%1.07%1.77%Q2 2016Q4 20176
McAdam, LLC 330.00%0.05%0.09%Q1 2018Q3 20236
Sicart Associates LLC 410.05%0.06%0.07%Q3 2019Q2 20216
Wealth & Pension Services Group, Inc. 660.23%0.27%0.37%Q2 2018Q3 20196
Meridian Wealth Management, LLC 210.02%0.09%0.22%Q4 2016Q3 20236
Donoghue Forlines LLC 310.15%0.23%0.33%Q4 2021Q3 20236
Parisi Gray Wealth Management 660.01%0.01%0.01%Q4 2017Q1 20196
Aevitas Wealth Management, Inc. 660.04%0.06%0.09%Q4 2017Q1 20196
Smart Money Group LLC 660.12%0.17%0.24%Q2 2022Q3 20236
Wealth Alliance Advisory Group, LLC 660.10%0.12%0.14%Q2 2022Q3 20236
Campbell Wealth Management 510.01%0.06%0.08%Q4 2018Q2 20206
Walleye Capital LLC 220.00%0.01%0.02%Q2 2023Q3 20236
Wilkinson Global Asset Management LLC 660.08%0.08%0.08%Q2 2022Q3 20236
Summit Financial, LLC 660.04%0.10%0.15%Q4 2018Q1 20206
Paradigm Financial Partners, LLC 510.08%0.38%0.50%Q4 2018Q4 20216
GARRISON POINT ADVISORS, LLC 660.18%0.41%0.49%Q4 2018Q1 20206
Weaver Consulting Group 660.01%0.01%0.01%Q2 2019Q3 20206
John W. Brooker & Co., CPAs 660.01%0.01%0.01%Q4 2019Q1 20216
Cedar Mountain Advisors, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Atlas Private Wealth Management, LLC 660.02%0.09%0.18%Q4 2019Q1 20216
CFM WEALTH PARTNERS LLC 410.74%0.91%1.07%Q3 2021Q2 20236
Ayrshire Capital Management LLC 660.23%0.29%0.45%Q4 2019Q1 20216
Indie Asset Partners, LLC 660.39%0.46%0.54%Q4 2019Q1 20216
Alhambra Investment Management LLC 310.13%0.31%0.61%Q4 2019Q3 20236
Total Clarity Wealth Management, Inc. 410.00%0.07%0.17%Q4 2019Q2 20226
Kestra Advisory Services, LLC 210.00%0.01%0.05%Q2 2021Q2 20236
Oak Harvest Investment Services 660.07%0.08%0.10%Q2 2022Q3 20236
Mach-1 Financial Group, LLC 420.01%0.01%0.01%Q1 2021Q3 20226
Freedman Financial Associates, Inc. 660.16%0.18%0.19%Q4 2020Q1 20226
Blue Trust, Inc. 660.02%0.03%0.03%Q2 2022Q3 20236
Connectus Wealth, LLC 660.13%0.16%0.18%Q2 2022Q3 20236
NewEdge Wealth, LLC 330.01%0.01%0.02%Q4 2021Q3 20236
Corsicana & Co. 660.13%0.17%0.22%Q2 2021Q3 20226
Activest Wealth Management 660.01%0.02%0.03%Q1 2021Q2 20226
NorthCrest Asset Manangement, LLC 330.59%0.64%0.70%Q1 2022Q3 20236
Stonegate Investment Group, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
SAXON INTERESTS, INC. 660.27%0.30%0.33%Q1 2022Q2 20236
Glassy Mountain Advisors, Inc. 310.12%0.48%0.89%Q4 2021Q3 20236
Worth Asset Management, LLC 660.12%0.12%0.14%Q1 2022Q2 20236
FSM Wealth Advisors, LLC 660.46%0.64%0.92%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.05%0.05%0.06%Q2 2013Q3 20146
GIRARD SECURITIES, INC. 420.28%0.50%0.85%Q1 2016Q3 20176
HERITAGE INVESTORS MANAGEMENT CORP 660.01%0.13%0.30%Q2 2013Q3 20146
1832 Asset Management L.P. 310.00%0.00%0.01%Q2 2013Q3 20226
SG3 Management, LLC 210.00%0.03%0.09%Q4 2016Q4 20205
Aaron Wealth Advisors LLC 550.08%0.14%0.22%Q2 2021Q2 20225
Burleson & Company, LLC 410.00%0.10%0.47%Q4 2017Q4 20225
Royal Fund Management, LLC 210.00%0.01%0.01%Q4 2016Q3 20195
Keebeck Wealth Management, LLC 550.16%0.22%0.30%Q1 2020Q1 20215
WealthPLAN Partners, LLC 210.00%0.02%0.07%Q4 2015Q2 20235
tru Independence LLC 550.00%0.10%0.17%Q4 2019Q4 20205
Gupta Wealth Management LLC 550.16%0.21%0.29%Q1 2015Q1 20165
HARRELL INVESTMENT PARTNERS, LLC 210.11%0.22%0.26%Q4 2019Q3 20235
HBC Financial Services, PLLC 320.02%0.04%0.05%Q4 2019Q3 20235
Squarepoint Ops LLC 330.00%0.03%0.05%Q1 2023Q3 20235
Plaisance Capital LLC 321.77%4.26%6.97%Q1 2020Q2 20215
BRAVE ASSET MANAGEMENT INC 550.02%0.03%0.04%Q4 2013Q4 20145
Harfst & Associates, Inc. 320.03%0.09%0.19%Q2 2015Q2 20175
KESTRA PRIVATE WEALTH SERVICES, LLC 310.04%0.06%0.11%Q3 2020Q1 20235
Royal Harbor Partners, LLC 550.16%0.18%0.21%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.17%0.21%0.26%Q4 2020Q4 20215
WELCH CAPITAL PARTNERS LLC/NY 552.27%2.66%3.30%Q3 2016Q3 20175
20/20 Capital Management, Inc. 320.07%0.10%0.16%Q4 2019Q1 20215
ANCORA FAMILY WEALTH ADVISORS, LLC 550.93%1.00%1.08%Q3 2015Q3 20165
Terra Nova Asset Management LLC 550.48%0.55%0.60%Q1 2015Q1 20165
TOWNSQUARE CAPITAL LLC 550.01%0.01%0.01%Q3 2022Q3 20235
SCHRODER INVESTMENT MANAGEMENT GROUP 550.00%0.00%0.00%Q4 2014Q4 20155
COUNTRY TRUST BANK 320.00%0.00%0.00%Q3 2014Q4 20235
Fiduciary Planning LLC 550.35%0.68%0.96%Q3 2020Q3 20215
Pacifica Partners Inc. 550.02%0.03%0.04%Q4 2019Q4 20205
Coastal Bridge Advisors, LLC 410.05%0.10%0.17%Q3 2019Q3 20225
Clarus Wealth Advisors 550.01%0.01%0.02%Q2 2018Q2 20195
Riverstone Advisors, LLC 550.20%0.23%0.24%Q4 2018Q4 20195
Hawkins Capital L.P. 550.15%0.25%0.31%Q3 2016Q3 20175
White Pine Investment CO 550.16%0.16%0.19%Q3 2022Q3 20235
Beaumont Financial Partners, LLC 310.02%0.13%0.42%Q2 2013Q3 20225
LEVIN CAPITAL STRATEGIES, L.P. 550.05%0.07%0.08%Q3 2020Q3 20215
MASSMUTUAL TRUST CO FSB/ADV 320.01%0.01%0.02%Q4 2014Q2 20165
Indiana Trust & Investment Management CO 410.05%0.11%0.14%Q3 2013Q3 20235
BRANDYWINE OAK PRIVATE WEALTH LLC 550.04%0.04%0.05%Q4 2018Q4 20195
First Pacific Advisors, LP 550.01%0.01%0.02%Q2 2022Q2 20235
Marble Harbor Investment Counsel, LLC 550.06%0.08%0.10%Q1 2016Q1 20175
BADGLEY PHELPS & BELL INC 550.02%0.02%0.03%Q4 2016Q4 20175
L. Roy Papp & Associates, LLP 550.04%0.05%0.06%Q1 2018Q1 20195
Richard C. Young & CO., LTD. 550.07%0.09%0.10%Q3 2018Q3 20195
BlackRock Group LTD 320.00%0.00%0.00%Q2 2014Q2 20165
Crestwood Advisors Group, LLC 110.01%0.02%0.03%Q4 2014Q3 20235
GFS Advisors, LLC 310.06%0.82%3.70%Q1 2016Q3 20235
GAM Holding AG 550.01%0.02%0.02%Q3 2018Q3 20195
Mechanics Bank Trust Department 550.07%0.10%0.14%Q2 2013Q2 20145
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.06%0.08%0.11%Q4 2020Q4 20215
INTEGRAL DERIVATIVES, LLC 310.01%0.01%0.02%Q1 2016Q3 20175
MONEY CONCEPTS CAPITAL CORP 410.01%0.02%0.04%Q1 2021Q4 20225
Verition Fund Management LLC 410.02%0.21%0.37%Q4 2015Q1 20195
NorthCoast Asset Management LLC 550.01%0.01%0.02%Q1 2020Q1 20215
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 550.19%0.20%0.22%Q3 2022Q3 20235
BANCORPSOUTH INC 550.02%0.03%0.04%Q3 2016Q3 20175
McAdams Wright Ragen, Inc. 410.04%0.30%0.68%Q2 2013Q3 20145
ZEKE CAPITAL ADVISORS, LLC 320.04%0.06%0.09%Q4 2016Q4 20195
Smith, Salley & Associates 310.02%0.12%0.19%Q2 2013Q2 20225
Savant Capital, LLC 320.01%0.05%0.07%Q2 2019Q3 20235
FIRST HORIZON CORP 410.01%0.02%0.05%Q2 2013Q2 20215
STERNE AGEE GROUP, INC. 320.06%0.14%0.25%Q2 2013Q1 20155
Pinion Investment Advisors, LLC 320.38%0.42%0.44%Q2 2018Q3 20195
St. James Investment Company, LLC 550.06%0.07%0.09%Q1 2015Q1 20165
Eidelman Virant Capital 410.08%0.11%0.15%Q2 2021Q3 20225
ROMANO BROTHERS AND COMPANY 550.05%0.06%0.06%Q3 2022Q3 20235
Smart Portfolios, LLC 550.03%0.03%0.04%Q1 2018Q1 20195
Compass Wealth Management LLC 550.02%0.02%0.03%Q4 2022Q4 20235
WealthSpring Partners, LLC 550.16%0.18%0.20%Q3 2022Q3 20235
Warther Private Wealth, LLC 550.37%0.49%0.63%Q2 2021Q2 20225
Cresta Advisors, Ltd. 550.52%0.57%0.69%Q3 2022Q3 20235
Coston, McIsaac & Partners 550.04%0.05%0.05%Q3 2022Q3 20235
Capital Bank & Trust Co 310.00%0.00%0.00%Q2 2017Q1 20215
STALEY CAPITAL ADVISERS INC 320.08%0.10%0.14%Q2 2015Q3 20175
MONTCHANIN ASSET MANAGEMENT, LLC 554.08%4.48%4.69%Q2 2022Q2 20235
Fortitude Advisory Group L.L.C. 320.00%0.10%0.17%Q4 2021Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.03%0.07%0.12%Q4 2016Q4 20175
Empirical Asset Management, LLC 550.38%0.39%0.39%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.00%0.00%0.01%Q4 2021Q4 20225
InterOcean Capital, LLC 410.02%0.05%0.09%Q4 2013Q2 20205
REGATTA CAPITAL GROUP, LLC 320.08%0.10%0.12%Q4 2021Q1 20235
Ameliora Wealth Management Ltd. 550.02%0.02%0.02%Q3 2022Q3 20235
FIRST COMMUNITY TRUST NA 550.14%0.15%0.16%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
JOURNEY STRATEGIC WEALTH LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Johnson Financial Group, LLC 410.24%0.29%0.39%Q4 2016Q1 20185
MACROVIEW INVESTMENT MANAGEMENT LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Henrickson Nauta Wealth Advisors, Inc. 550.13%0.17%0.20%Q3 2022Q3 20235
Bryn Mawr Capital Management, LLC 410.09%0.13%0.18%Q2 2018Q3 20235
Lake Point Wealth Management 550.00%0.01%0.03%Q2 2021Q2 20225
DAVIDSON TRUST CO 550.39%0.46%0.51%Q1 2020Q1 20215
Foresight Wealth Management, LLC 550.15%0.27%0.43%Q4 2018Q4 20195
Synergy Asset Management, LLC 551.69%1.75%1.79%Q3 2022Q3 20235
CoreCap Advisors, LLC 550.04%0.08%0.11%Q4 2021Q4 20225
Ahrens Investment Partners LLC 310.01%0.04%0.12%Q4 2017Q1 20235
Arkos Global Advisors 320.04%0.11%0.21%Q1 2020Q3 20235
Corbenic Partners LLC 310.00%0.01%0.02%Q1 2015Q3 20175
Strategic Asset Management, LLC 550.05%0.06%0.06%Q3 2021Q3 20225
Ulrich Consultants & Investment Group, LLC 550.12%0.41%0.65%Q2 2022Q2 20235
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.02%0.02%0.04%Q3 2022Q3 20235
Advisory Alpha, LLC 310.00%0.01%0.02%Q1 2019Q3 20205
Cerebellum GP, LLC 550.00%0.23%0.30%Q3 2018Q3 20195
KMG FIDUCIARY PARTNERS, LLC 550.08%0.10%0.11%Q4 2018Q4 20195
GENESEE VALLEY TRUST CO 550.20%0.20%0.22%Q2 2013Q2 20145
Carlson Capital Management 410.04%0.05%0.05%Q3 2018Q4 20195
Rollins Financial 550.11%0.32%0.81%Q3 2022Q3 20235
ARVEST TRUST CO N A 320.02%0.02%0.03%Q2 2013Q3 20235
Fusion Family Wealth LLC 550.01%0.01%0.01%Q4 2017Q4 20185
MBA Advisors LLC 550.14%0.16%0.19%Q1 2021Q1 20225
Penserra Capital Management LLC 410.00%0.02%0.12%Q3 2017Q3 20235
INVESTMENT SECURITY GROUP INC /CO/ /ADV 410.13%0.24%0.31%Q1 2019Q2 20205
Golden State Wealth Management, LLC 310.03%0.06%0.07%Q1 2019Q3 20205
Vantage Financial Partners Ltd., Inc. 550.13%0.19%0.27%Q3 2019Q3 20205
McCarthy Asset Management, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
JANICZEK WEALTH MANAGEMENT, LLC 410.00%0.01%0.02%Q2 2018Q3 20235
PATRON PARTNERS, LLC 550.16%0.16%0.17%Q3 2022Q3 20235
SOUTH GEORGIA CAPITAL, LLC 320.03%0.04%0.06%Q4 2013Q3 20155
BARRETT & COMPANY, INC. 550.06%0.06%0.07%Q3 2022Q3 20235
SCHOLTZ & COMPANY, LLC 320.35%0.63%0.90%Q4 2014Q4 20225
Probabilities Fund Management, LLC 550.68%1.15%1.74%Q4 2017Q4 20185
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 410.01%0.19%0.28%Q2 2013Q2 20165
SailingStone Capital Partners LLC 558.64%13.20%17.56%Q3 2022Q3 20235
DOCK STREET ASSET MANAGEMENT INC 550.07%0.08%0.08%Q4 2018Q4 20195
Legacy Bridge, LLC 550.01%0.01%0.01%Q2 2020Q2 20215
Meridian Wealth Partners, LLC 320.01%0.01%0.03%Q4 2019Q1 20215
Quadrant Capital Management, LLC 550.91%1.17%1.41%Q2 2014Q2 20155
BKS ADVISORS, LLC 440.21%0.23%0.25%Q2 2018Q1 20194
Waterloo Capital, L.P. 310.08%0.09%0.13%Q1 2020Q3 20234
Biechele Royce Advisors 210.14%0.15%0.15%Q4 2017Q1 20194
Virtue Capital Management, LLC 210.02%0.06%0.12%Q4 2017Q4 20204
WealthShield Partners, LLC 440.01%0.03%0.06%Q3 2020Q2 20214
Hotaling Investment Management, LLC 440.14%0.16%0.20%Q4 2018Q3 20194
Landsberg, Bennett, & Dubbaneh LLC 440.05%0.05%0.06%Q1 2019Q4 20194
LSP Investment Advisors, LLC 315.31%8.94%11.71%Q2 2019Q2 20204
Claro Advisors LLC 310.06%0.16%0.21%Q4 2018Q3 20234
Dynasty Wealth Management, LLC 440.26%0.87%1.31%Q4 2017Q3 20184
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Salient Private Client, LLC 441.53%2.52%3.31%Q4 2017Q3 20184
AlphaCore Capital LLC 310.01%0.80%1.59%Q1 2020Q3 20234
ECP ControlCo, LLC 310.39%3.02%4.43%Q1 2020Q1 20214
Knuff & Co LLC 440.03%0.05%0.10%Q1 2019Q4 20194
Wall Capital Group, Inc. 440.00%0.00%0.01%Q1 2017Q4 20174
Beirne Wealth Consulting Services, LLC 440.51%0.54%0.57%Q4 2018Q3 20194
Stone House Investment Management, LLC 310.01%0.01%0.01%Q1 2019Q3 20234
Mascoma Wealth Management LLC 440.00%0.00%0.00%Q2 2022Q1 20234
TRADITION ASSET MANAGEMENT LLC 440.06%0.08%0.09%Q3 2019Q2 20204
Per Stirling Capital Management, LLC. 440.07%0.07%0.09%Q4 2022Q3 20234
Clear Creek Financial Management, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Capital One Investing, Inc. 440.34%0.44%0.51%Q4 2018Q3 20194
Nicholas Hoffman & Company, LLC. 310.04%0.08%0.10%Q1 2019Q2 20214
Kelman-Lazarov, Inc. 440.04%0.06%0.07%Q1 2016Q4 20164
KHP Capital, LLC 440.62%0.65%0.70%Q4 2017Q3 20184
Intrinsic Edge Capital Management LLC 310.22%0.32%0.40%Q2 2020Q3 20214
Hyperion Capital Advisors LP 440.13%0.14%0.16%Q4 2022Q3 20234
Maryland State Retirement & Pension System 440.25%0.68%0.86%Q4 2022Q3 20234
PYA Waltman Capital, LLC 440.02%0.02%0.02%Q4 2021Q3 20224
CHARTWELL INVESTMENT PARTNERS/PA 440.05%0.07%0.11%Q2 2013Q1 20144
General Partner, Inc. 440.03%0.03%0.03%Q1 2023Q4 20234
Minot Wealth Management LLC 310.04%0.05%0.06%Q2 2021Q2 20224
Bridgewealth Advisory Group, LLC 440.72%0.92%1.02%Q4 2022Q3 20234
Essex Private Wealth Management, LLC 440.23%0.30%0.40%Q4 2019Q3 20204
Wealth Quarterback LLC 220.06%0.07%0.11%Q4 2019Q3 20214
Lebenthal Asset Management, LLC 440.18%0.19%0.21%Q2 2016Q1 20174
AlphaStar Capital Management, LLC 440.02%0.02%0.03%Q1 2022Q4 20224
RMR Wealth Builders 210.00%0.00%0.01%Q4 2019Q1 20214
Acrospire Investment Management LLC 220.01%0.05%0.14%Q1 2016Q2 20174
Trust Co 310.00%0.01%0.02%Q4 2017Q2 20214
Concorde Asset Management, LLC 440.15%0.22%0.33%Q1 2022Q4 20224
Samson Capital Advisors LLC 440.18%0.35%0.48%Q4 2014Q3 20154
Bellwether Advisors, LLC 440.01%0.04%0.15%Q4 2020Q3 20214
Advisor Resource Council 110.03%0.04%0.07%Q2 2021Q1 20234
XTX Topco Ltd 220.05%0.14%0.26%Q1 2021Q1 20234
Iron Horse Wealth Management, LLC 310.00%0.00%0.00%Q4 2021Q4 20224
FORSTA AP-FONDEN 440.26%1.18%1.75%Q1 2017Q4 20174
Wakefield Asset Management LLLP 440.02%0.08%0.27%Q3 2018Q2 20194
Tidal Investments LLC 310.05%0.11%0.19%Q2 2019Q3 20224
Phoenix Wealth Advisors 440.09%0.10%0.11%Q4 2020Q3 20214
Annapolis Financial Services, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
Ellsworth Advisors, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.02%0.03%0.03%Q4 2020Q3 20214
New England Research & Management, Inc. 440.30%0.49%0.58%Q2 2016Q1 20174
Proquility Private Wealth Partners, LLC 440.44%0.56%0.64%Q1 2021Q4 20214
COLLECTIVE FAMILY OFFICE LLC 220.09%0.09%0.10%Q2 2021Q2 20224
PGIM Custom Harvest LLC 440.15%0.24%0.34%Q4 2020Q3 20214
Chessman Wealth Strategies RIA 440.87%0.96%1.12%Q4 2017Q3 20184
Horan Capital Advisors, LLC. 210.01%0.01%0.02%Q3 2017Q4 20194
IronBridge Private Wealth, LLC 440.08%0.10%0.13%Q1 2021Q4 20214
Sanibel Captiva Investment Advisers, Inc. 440.17%0.22%0.26%Q1 2013Q4 20134
Fernwood Investment Management, LLC 440.15%0.19%0.22%Q4 2013Q3 20144
Gator Capital Management, LLC 440.42%0.56%0.70%Q4 2017Q3 20184
Bank OZK 440.07%0.11%0.20%Q2 2014Q1 20154
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 442.49%2.56%2.65%Q4 2022Q3 20234
Union Investments & Development Ltd. 441.26%1.64%1.87%Q4 2021Q3 20224
SJS Investment Consulting Inc. 440.00%0.00%0.01%Q4 2022Q3 20234
Colonial Trust Advisors 440.01%0.01%0.01%Q4 2022Q3 20234
Capital Wealth Planning, LLC 310.51%1.07%1.93%Q2 2013Q4 20144
MILESTONE WEALTH, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Spectrum Financial Alliance Ltd LLC 440.07%0.07%0.08%Q1 2018Q4 20184
PIERSHALE FINANCIAL GROUP, INC. 310.00%0.00%0.00%Q4 2013Q2 20234
MILLER WEALTH ADVISORS, LLC 440.09%0.11%0.13%Q4 2021Q3 20224
KGH Ltd 310.01%0.04%0.10%Q3 2015Q1 20184
NEIRG Wealth Management, LLC 440.16%0.18%0.20%Q3 2022Q2 20234
Next Level Private LLC 440.23%0.25%0.27%Q4 2022Q3 20234
Madden Advisory Services, Inc. 310.01%0.02%0.03%Q2 2013Q4 20144
Bullseye Investment Management, LLC 440.28%2.43%3.77%Q4 2021Q3 20224
FirstPurpose Wealth LLC 440.10%0.11%0.12%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.05%0.07%0.10%Q4 2022Q3 20234
Asset Allocation Strategies LLC 440.46%0.94%2.17%Q4 2022Q3 20234
NuWave Investment Management, LLC 210.09%0.30%0.53%Q3 2020Q4 20214
EPACRIA CAPITAL PARTNERS, LLC 442.28%2.51%2.69%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
Cercano Management LLC 440.02%0.02%0.04%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Tevis Investment Management 440.13%0.15%0.16%Q4 2021Q3 20224
CHASE INVESTMENT COUNSEL CORP 310.11%0.14%0.16%Q1 2020Q3 20234
Corient Private Wealth LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.21%0.24%0.26%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.02%0.03%Q4 2022Q3 20234
RFP Financial Group LLC 440.02%0.02%0.03%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.27%0.29%0.34%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.10%0.12%0.15%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.18%0.24%0.33%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.85%0.94%1.12%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.36%0.41%0.50%Q4 2022Q3 20234
Register Financial Advisors LLC 440.28%0.33%0.38%Q4 2022Q3 20234
Olistico Wealth, LLC 440.58%0.63%0.67%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.11%0.17%0.31%Q4 2022Q3 20234
Schear Investment Advisers, LLC 440.39%0.41%0.43%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.03%0.03%0.03%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Redwood Wealth Management Group, LLC 440.56%0.61%0.69%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.86%0.89%0.91%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.19%0.21%0.25%Q4 2022Q3 20234
Financial Freedom, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 440.15%0.16%0.17%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
AlphaQ Advisors LLC 443.47%3.64%3.88%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.23%0.28%0.32%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Lakewood Asset Management LLC 440.85%0.88%0.92%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.27%0.30%0.34%Q4 2022Q3 20234
Eaton Financial Holdings Company, LLC 440.25%0.57%0.68%Q4 2022Q3 20234
CHANNEL WEALTH LLC 440.13%0.14%0.16%Q1 2023Q4 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.49%0.53%0.57%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Slocum, Gordon & Co LLP 440.09%0.12%0.14%Q4 2022Q3 20234
Knollwood Investment Advisory, LLC 440.95%1.72%2.43%Q4 2022Q3 20234
Jump Trading, LLC 210.01%0.02%0.03%Q4 2015Q4 20184
Oslo Asset Management AS 441.73%3.37%5.26%Q3 2021Q2 20224
AFT, FORSYTH & COMPANY, INC. 220.01%0.08%0.16%Q2 2013Q3 20234
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.03%0.05%Q3 2019Q3 20234
Coe Capital Management, LLC 440.20%0.24%0.30%Q4 2015Q3 20164
DFPG INVESTMENTS, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Limestone Value Partners, LLC 441.07%1.90%2.31%Q4 2015Q3 20164
B. Riley Financial, Inc. 440.10%0.11%0.13%Q3 2017Q2 20184
GTS SECURITIES LLC 220.00%0.02%0.08%Q2 2023Q3 20234
MOORE CAPITAL MANAGEMENT, LP 440.46%0.94%1.58%Q1 2020Q4 20204
EnTrustPermal Management LLC 441.28%1.46%1.65%Q4 2016Q3 20174
ASPIRIANT, LLC 110.02%0.08%0.23%Q1 2017Q3 20204
Capital Directions Investment Advisors, LLC 440.02%0.03%0.04%Q3 2019Q2 20204
CAPSTONE INVESTMENT ADVISORS, LLC 330.00%0.21%0.44%Q2 2018Q4 20184
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.00%Q1 2014Q2 20154
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.00%0.00%0.01%Q4 2017Q3 20184
Westchester Capital Management, Inc. 440.02%0.02%0.02%Q3 2013Q2 20144
HEADINVEST, LLC 210.01%0.08%0.12%Q2 2013Q3 20234
FOUNDERS BANK & TRUST 440.05%0.05%0.06%Q1 2014Q4 20144
Aldebaran Financial Inc. 440.24%0.33%0.43%Q3 2014Q2 20154
LEVEL FOUR FINANCIAL, LLC 440.09%0.11%0.12%Q4 2020Q3 20214
Aurora Investment Counsel 441.02%1.04%1.06%Q1 2020Q4 20204
Yorktown Management & Research Co Inc 310.04%0.15%0.48%Q2 2013Q3 20144
CARL DOMINO INC 310.11%0.14%0.20%Q3 2014Q2 20164
BASSO CAPITAL MANAGEMENT, L.P. 441.79%1.94%2.09%Q4 2022Q3 20234
CHAPIN DAVIS, INC. 440.19%0.24%0.33%Q4 2022Q3 20234
OXFORD FINANCIAL GROUP, LTD. LLC 440.03%0.04%0.05%Q1 2022Q4 20224
FULTON BANK, N.A. 310.01%0.02%0.03%Q2 2014Q3 20234
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 310.02%0.03%0.05%Q1 2015Q4 20194
NICOLET BANKSHARES INC 440.05%0.07%0.08%Q3 2021Q2 20224
GRASSI INVESTMENT MANAGEMENT LLC 441.65%1.70%1.77%Q2 2013Q1 20144
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 440.03%0.03%0.04%Q4 2014Q3 20154
Zurich Insurance Group Ltd/FI 440.02%0.02%0.02%Q3 2022Q2 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.02%0.02%0.03%Q4 2017Q3 20184
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.02%0.02%0.02%Q4 2022Q3 20234
FIRST NEW YORK SECURITIES LLC /NY 310.00%0.03%0.11%Q3 2014Q3 20154
BlackRock Institutional Trust Company, N.A. 220.00%0.00%0.00%Q3 2014Q2 20164
WAFRA INC. 440.32%0.47%0.65%Q1 2017Q4 20174
CORNERCAP INVESTMENT COUNSEL INC 440.05%0.05%0.06%Q3 2014Q2 20154
M&R CAPITAL MANAGEMENT INC 440.01%0.02%0.02%Q1 2023Q4 20234
Windsor Advisory Group, LLC 446.40%6.61%6.72%Q4 2022Q3 20234
Financial Gravity Asset Management, Inc. 210.00%0.02%0.06%Q1 2018Q3 20234
Pathway Financial Advisors LLC 310.07%0.09%0.14%Q4 2017Q4 20214
Foundations Investment Advisors, LLC 440.02%0.04%0.06%Q4 2022Q3 20234
Signature Wealth Management Group 440.01%0.01%0.01%Q4 2017Q3 20184
MinichMacGregor Wealth Management, LLC 310.01%0.03%0.04%Q1 2016Q4 20224
Centerpoint Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
SWS Partners 310.16%0.19%0.23%Q4 2017Q4 20184
VisionPoint Advisory Group, LLC 440.08%0.08%0.09%Q4 2018Q3 20194
B&D White Capital Company, LLC 310.07%0.07%0.08%Q1 2022Q3 20234
Andesa Financial Management Inc. 440.21%0.29%0.37%Q4 2018Q3 20194
Mill Creek Capital Advisors, LLC 330.02%0.03%0.05%Q1 2023Q3 20233
Aries Wealth Management 210.13%0.14%0.16%Q1 2019Q4 20193
Laidlaw Wealth Management LLC 210.04%0.06%0.06%Q1 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.01%0.02%0.05%Q4 2022Q3 20233
Sonic GP LLC 333.52%3.70%3.96%Q4 2022Q2 20233
CAZ INVESTMENTS LP 330.39%0.52%0.61%Q4 2014Q2 20153
Davis Investment Partners, LLC 210.19%0.24%0.29%Q4 2022Q3 20233
LANDAAS & CO /WI /ADV 210.02%0.02%0.03%Q3 2017Q2 20183
SNS Financial Group, LLC 210.06%0.09%0.14%Q1 2013Q3 20173
Capula Management Ltd 220.00%0.00%0.01%Q1 2021Q2 20213
Tuscan Ridge Asset Management LLC 330.02%0.03%0.03%Q1 2019Q3 20193
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.02%0.02%0.02%Q1 2018Q3 20183
Weaver C. Barksdale & Associates, Inc. 330.46%0.51%0.56%Q2 2017Q4 20173
INTEGRATED WEALTH COUNSEL, LLC 210.02%0.02%0.02%Q2 2013Q4 20163
Peterson Wealth Services 330.31%0.41%0.52%Q1 2022Q3 20223
Kovitz Investment Group, LLC 210.02%0.02%0.02%Q2 2013Q1 20143
CenterStar Fund, LLC 110.01%0.13%0.35%Q4 2016Q4 20163
Hutner Daniel Ellsworth 331.71%1.85%1.98%Q4 2015Q2 20163
VILLERE ST DENIS J & CO LLC 210.01%0.01%0.02%Q2 2014Q3 20233
Stratford Consulting, LLC 330.12%0.14%0.15%Q1 2014Q3 20143
FAGAN ASSOCIATES, INC. 330.28%0.30%0.33%Q1 2017Q3 20173
HABERER REGISTERED INVESTMENT ADVISOR INC 330.01%0.02%0.02%Q2 2013Q4 20133
WPWealth LLP 330.09%0.09%0.10%Q1 2023Q3 20233
Beacon Pointe Wealth Advisors, LLC 210.04%0.07%0.10%Q1 2019Q4 20193
Cape Investment Advisory, Inc. 330.03%0.03%0.03%Q1 2023Q3 20233
Kovitz Investment Group Partners, LLC 210.01%0.04%0.06%Q2 2020Q3 20233
Schonfeld Strategic Advisors LLC 110.01%0.31%0.82%Q2 2016Q3 20233
EASTERN BANK 210.02%0.02%0.02%Q1 2014Q4 20143
TVR Capital Management LP 332.51%4.15%6.83%Q3 2018Q1 20193
Essex Savings Bank 330.01%0.01%0.02%Q4 2018Q2 20193
GILDER GAGNON HOWE & CO LLC 330.01%0.01%0.01%Q2 2013Q4 20133
ANGELES WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.08%0.09%0.11%Q4 2021Q2 20223
KENFARB & CO. 330.35%0.36%0.38%Q1 2023Q3 20233
INVESTMENT PARTNERS, LTD. 110.06%0.14%0.19%Q1 2016Q3 20223
New Harbor Financial Group, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Cruiser Capital Advisors, LLC 330.26%0.67%1.00%Q1 2020Q3 20203
Campion Asset Management 330.24%0.26%0.28%Q1 2021Q3 20213
Enhancing Capital LLC 330.25%0.26%0.28%Q1 2022Q3 20223
Engrave Wealth Partners LLC 330.01%0.02%0.02%Q4 2019Q2 20203
Triangle Securities Wealth Management 210.02%0.09%0.14%Q2 2013Q1 20193
Hartree Partners, LP 332.57%4.86%7.02%Q2 2019Q4 20193
Allegiant Private Advisors, LLC 330.52%0.57%0.63%Q4 2020Q2 20213
NTB Financial Corp 330.34%0.37%0.39%Q4 2021Q2 20223
American Institute for Advanced Investment Management, LLP 330.25%0.28%0.31%Q1 2023Q3 20233
Mount Yale Investment Advisors, LLC 330.03%0.03%0.03%Q1 2018Q3 20183
Lineweaver Wealth Advisors, LLC 330.10%0.11%0.12%Q1 2021Q3 20213
BIVIN & ASSOCIATES, INC. 330.01%0.02%0.02%Q4 2021Q2 20223
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q4 2022Q3 20233
SUMMITVIEW INVESTMENT MANAGEMENT 333.68%6.17%8.07%Q1 2016Q3 20163
Procyon Advisors, LLC 330.04%0.04%0.06%Q4 2019Q2 20203
Destiny Wealth Partners, LLC 210.00%0.00%0.01%Q1 2022Q4 20223
CBIZ Investment Advisory Services, LLC 330.02%0.11%0.22%Q2 2022Q4 20223
FORA Capital, LLC 210.05%0.09%0.12%Q4 2019Q1 20233
Bridgeworth, LLC 330.13%0.15%0.17%Q2 2018Q4 20183
Man Group plc 330.02%0.02%0.02%Q2 2018Q4 20183
TRAIN BABCOCK ADVISORS LLC 330.71%0.75%0.78%Q1 2015Q3 20153
Strategic Capital Alternatives LLC 210.02%0.02%0.02%Q3 2014Q2 20153
Divergent Wealth Advisors 330.04%0.04%0.04%Q1 2018Q3 20183
TBH Global Asset Management, LLC 330.08%0.10%0.14%Q1 2023Q3 20233
Mattern Wealth Management LLC 330.07%0.07%0.08%Q1 2023Q3 20233
PRW Wealth Management LLC 210.04%0.10%0.23%Q4 2018Q2 20213
F&C Asset Management plc 330.04%0.04%0.05%Q2 2013Q4 20133
Altman Advisors, Inc. 330.27%0.32%0.40%Q4 2017Q2 20183
Greystone Financial Group, LLC 330.10%0.10%0.10%Q4 2020Q2 20213
SCOTIA CAPITAL INC. 110.00%0.01%0.02%Q4 2019Q1 20223
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 210.07%0.07%0.08%Q2 2013Q3 20143
Northern Right Capital Management, L.P. 330.37%0.60%0.74%Q4 2019Q2 20203
Patriot Wealth Management, Inc. 330.15%0.16%0.16%Q4 2013Q2 20143
LEUTHOLD GROUP, LLC 330.06%0.06%0.07%Q1 2019Q3 20193
Aris Wealth Services, Inc. 330.01%0.01%0.02%Q1 2015Q3 20153
STRATEGIC WEALTH MANAGEMENT INC 331.64%1.89%2.34%Q2 2020Q4 20203
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 330.13%0.38%0.52%Q3 2015Q1 20163
ProShare Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Signator Financial Services, Inc. 330.02%0.04%0.05%Q1 2013Q3 20133
STRATEGIC CAPITAL ADVISERS, INC. 210.41%0.42%0.44%Q4 2017Q4 20183
Taylor Hoffman Wealth Management 210.03%0.03%0.04%Q3 2019Q2 20203
Chiron Investment Management, LLC 210.07%0.13%0.21%Q2 2022Q3 20233
River Wealth Advisors LLC 330.02%0.03%0.03%Q2 2018Q4 20183
BIP Wealth, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
StratiFi, LLC 210.06%0.77%1.92%Q4 2014Q3 20153
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.03%0.05%0.06%Q2 2016Q2 20213
Coppell Advisory Solutions LLC 210.03%0.03%0.03%Q4 2022Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2020Q3 20233
Paragon Capital Management LLC 210.07%0.08%0.08%Q3 2014Q2 20193
Green Owl Capital Management, LLC 110.05%0.37%0.97%Q4 2014Q3 20153
BLB&B Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
American Assets Investment Management, LLC 330.15%0.15%0.15%Q1 2023Q3 20233
ZEVIN ASSET MANAGEMENT LLC 330.24%0.46%0.63%Q2 2019Q4 20193
VNBTrust, National Association 330.14%0.14%0.15%Q4 2014Q2 20153
MidWestOne Financial Group, Inc. 210.06%0.08%0.10%Q1 2020Q2 20233
STRATTON MANAGEMENT CO 210.01%0.01%0.01%Q1 2014Q4 20143
Rainier Group Investment Advisory LLC 330.10%0.10%0.12%Q4 2016Q2 20173
Brookfield Public Securities Group LLC 332.28%3.48%4.22%Q3 2019Q1 20203
FIDUCIARY TRUST INTERNATIONAL LLC 330.12%0.17%0.23%Q3 2014Q1 20153
LOEB PARTNERS CORP 330.35%0.82%1.21%Q3 2018Q1 20193
BEL AIR INVESTMENT ADVISORS LLC 210.01%0.41%0.63%Q2 2013Q1 20213
U S GLOBAL INVESTORS INC 331.19%1.53%1.90%Q2 2013Q4 20133
NATIXIS ADVISORS, L.P. 210.00%0.01%0.02%Q2 2019Q3 20213
ATLAS CAPITAL ADVISORS LLC 330.03%0.04%0.07%Q2 2019Q4 20193
ABNER HERRMAN & BROCK LLC 330.11%0.11%0.11%Q1 2014Q3 20143
CEDAR HILL ASSOCIATES, LLC 330.04%0.04%0.05%Q4 2015Q2 20163
CONFLUENCE INVESTMENT MANAGEMENT LLC 210.00%0.01%0.01%Q2 2014Q1 20193
Benedetti & Gucer, Inc. 330.41%0.48%0.54%Q1 2023Q3 20233
Leucadia National 110.00%0.02%0.04%Q1 2023Q3 20233
Personal Wealth Partners 330.01%0.01%0.01%Q2 2019Q4 20193
ARCH CAPITAL GROUP LTD. 330.39%0.50%0.57%Q1 2021Q3 20213
Ellevest, Inc. 210.00%0.01%0.01%Q4 2018Q1 20233
CENTERSQUARE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Fulcrum Capital LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Greenwich Investment Management, Inc. 333.05%3.46%3.89%Q1 2022Q3 20223
CALDWELL SUTTER CAPITAL, INC. 330.12%0.13%0.13%Q1 2023Q3 20233
Wallace Capital Management Inc. 330.05%0.06%0.06%Q2 2013Q4 20133
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q1 20223
Arkfeld Wealth Strategies, L.L.C. 330.23%0.23%0.23%Q1 2023Q3 20233
Lenox Wealth Management, Inc. 330.01%0.01%0.01%Q2 2017Q4 20173
TEACHERS ADVISORS, LLC 210.01%0.01%0.02%Q3 2014Q1 20173
Strategic Financial Concepts, LLC 330.16%0.19%0.21%Q1 2023Q3 20233
MASON STREET ADVISORS, LLC 210.08%0.12%0.14%Q4 2013Q4 20143
Norway Savings Bank 330.05%0.06%0.09%Q4 2019Q2 20203
WESTON CAPITAL MANAGEMENT INC 330.39%0.39%0.40%Q2 2013Q4 20133
RNC CAPITAL MANAGEMENT LLC 210.01%0.02%0.04%Q4 2016Q2 20223
MONTAGE INVESTMENTS, LLC 330.65%0.90%1.34%Q1 2016Q3 20163
Verdence Capital Advisors LLC 210.06%0.06%0.06%Q4 2017Q2 20193
AT Bancorp 210.01%0.05%0.12%Q1 2017Q4 20183
Householder Group Estate & Retirement Specialist, LLC 110.07%0.07%0.07%Q3 2022Q3 20233
Advocacy Wealth Management Services, LLC 330.03%0.05%0.07%Q4 2015Q2 20163
Drexel Morgan & Co. 210.23%0.24%0.26%Q4 2015Q1 20173
Knighthead Capital Management, LLC 330.03%0.06%0.09%Q3 2020Q1 20213
ARS Wealth Advisors Group, LLC 330.04%0.05%0.05%Q3 2022Q1 20233
Wharton Business Group, LLC 330.27%0.29%0.29%Q3 2013Q1 20143
Merit Investment Management, LLC 332.82%3.32%3.63%Q2 2013Q4 20133
New Republic Capital, LLC 330.15%0.17%0.19%Q1 2023Q3 20233
TCG Advisory Services, LLC 330.04%0.05%0.07%Q1 2023Q3 20233
Sterling Manor Financial, LLC 330.99%1.16%1.43%Q2 2021Q4 20213
ORG Partners LLC 330.24%0.31%0.36%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.08%0.10%0.14%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 331.28%1.38%1.49%Q1 2023Q3 20233
Amitell Capital Pte Ltd 332.42%2.62%2.77%Q2 2021Q4 20213
KOCH INDUSTRIES INC 210.08%0.13%0.19%Q1 2017Q1 20183
Grey Street Capital, LLC 330.80%0.83%0.90%Q1 2023Q3 20233
One Charles Private Wealth Services, LLC 330.38%0.59%0.75%Q1 2023Q3 20233
Gerstein Fisher 330.02%0.05%0.07%Q2 2013Q4 20133
CAPITAL CITY TRUST CO/FL 110.01%0.10%0.17%Q2 2013Q3 20233
Ninepoint Partners LP 210.06%0.08%0.10%Q1 2019Q3 20233
Markel Corporation 330.01%0.01%0.01%Q2 2013Q4 20133
CSS LLC/IL 110.01%0.04%0.05%Q3 2014Q3 20163
Capricorn Fund Managers Ltd 210.50%0.55%0.58%Q4 2021Q3 20233
Sharkey, Howes & Javer 110.01%0.02%0.03%Q1 2015Q2 20192
S. R. Schill & Associates 220.20%0.25%0.30%Q4 2014Q1 20152
Planned Solutions, Inc. 220.01%0.02%0.04%Q3 2020Q4 20202
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2013Q3 20132
CHICAGO TRUST Co NA 110.09%0.09%0.09%Q2 2019Q2 20202
Poehling Capital Management, INC. 110.01%0.05%0.10%Q4 2017Q2 20182
Bridgewater Advisors Inc. 220.19%0.20%0.22%Q1 2014Q2 20142
Covenant Multifamily Offices, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Torch Wealth Management LLC 220.08%0.13%0.18%Q2 2014Q3 20142
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
Pegasus Asset Management, Inc. 220.82%0.83%0.85%Q4 2017Q1 20182
Paradigm Financial Advisors, LLC 220.01%0.02%0.03%Q4 2013Q1 20142
Financial Partners Group, Inc 220.14%0.14%0.15%Q2 2018Q3 20182
Arosa Capital Management LP 111.25%2.72%4.19%Q2 2016Q1 20192
Aristides Capital LLC 220.73%0.75%0.77%Q1 2020Q2 20202
Midwest Wealth Management Inc. 110.12%0.14%0.15%Q2 2021Q1 20222
Mariner Wealth Advisors-Madison, LLC 220.02%0.03%0.03%Q2 2013Q3 20132
ShoreHaven Wealth Partners, LLC 220.01%0.02%0.03%Q4 2020Q1 20212
Golden State Equity Partners 220.22%0.23%0.23%Q2 2023Q3 20232
Detwiler Fenton Investment Management LLC 220.26%0.30%0.34%Q4 2010Q1 20112
Fiera Capital Inc. 220.13%0.14%0.15%Q2 2013Q3 20132
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 225.18%5.53%5.88%Q3 2018Q4 20182
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.01%Q1 2018Q3 20182
Blackhawk Capital Partners LLC. 220.52%0.54%0.56%Q4 2017Q1 20182
TIAA CREF INVESTMENT MANAGEMENT LLC 110.00%0.01%0.01%Q4 2014Q1 20172
Clarity Financial LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Marathon Trading Investment Management LLC 220.04%0.06%0.08%Q2 2018Q3 20182
Pure Financial Advisors, LLC 220.08%0.08%0.08%Q2 2014Q3 20142
Banco Santander, S.A. 220.02%0.02%0.02%Q2 2023Q3 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.32%0.34%0.36%Q2 2013Q3 20132
VELA Investment Management, LLC 220.40%0.57%0.75%Q2 2023Q3 20232
Chesley Taft & Associates LLC 220.02%0.02%0.02%Q2 2014Q3 20142
Ridgewood Investments LLC 220.09%0.09%0.09%Q1 2023Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.01%Q4 2021Q1 20222
Carnick & Kubik, LLC 110.02%0.04%0.05%Q3 2015Q1 20162
S.C. Financial Services, Inc. 110.44%0.52%0.60%Q4 2021Q3 20222
Omega Advisors Inc. 220.48%0.58%0.68%Q2 2016Q3 20162
1620 INVESTMENT ADVISORS, INC. 220.36%0.38%0.40%Q2 2023Q3 20232
LEO BROKERAGE, LLC 220.07%0.08%0.08%Q1 2023Q2 20232
Family Legacy, Inc. 220.01%0.01%0.02%Q2 2018Q3 20182
Sandy Cove Advisors, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
Quadrature Capital LLP 220.34%0.74%1.13%Q4 2014Q1 20152
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q3 2022Q4 20222
Operose Advisors LLC 110.01%0.07%0.14%Q4 2022Q3 20232
Strategic Blueprint, LLC 110.01%0.02%0.02%Q3 2019Q3 20232
Glovista Investments LLC 220.53%0.61%0.69%Q1 2022Q2 20222
Oak Point Wealth Management 220.07%0.08%0.09%Q4 2017Q1 20182
Liontrust Investment Partners LLP 220.13%0.13%0.14%Q3 2021Q4 20212
Carroll Investors, Inc 220.05%0.06%0.07%Q4 2021Q1 20222
Strategic Income Management, LLC 2212.65%12.73%12.81%Q4 2022Q1 20232
ARDSLEY ADVISORY PARTNERS LP 220.03%0.04%0.04%Q2 2016Q3 20162
COMMONS CAPITAL, LLC 220.08%0.08%0.08%Q4 2021Q1 20222
Alera Investment Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Cyrus J. Lawrence, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
AMUSSEN HUNSAKER ASSOCIATES LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Nalls Sherbakoff Group, LLC 110.01%0.02%0.04%Q4 2018Q1 20232
Redwood Financial Network Corp 220.28%0.29%0.30%Q4 2022Q1 20232
Mader & Shannon Wealth Management, Inc. 221.61%2.87%4.13%Q2 2014Q3 20142
WealthPlan Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Astoria Portfolio Advisors LLC. 220.16%0.17%0.17%Q3 2022Q4 20222
CASTLE WEALTH MANAGEMENT LLC 220.04%0.05%0.07%Q2 2022Q3 20222
Pacific Sage Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Plan Group Financial, LLC 110.20%0.27%0.34%Q2 2022Q3 20232
BIEGEL & WALLER LLC 110.11%0.12%0.12%Q3 2018Q3 20192
WealthBridge Capital Management, LLC 220.04%0.05%0.05%Q4 2018Q1 20192
Rezny Wealth Management, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
STANCORP INVESTMENT ADVISERS INC 220.10%0.11%0.11%Q4 2014Q1 20152
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q3 2022Q4 20222
FOX RUN MANAGEMENT, L.L.C. 110.42%0.60%0.79%Q4 2015Q3 20162
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Qube Research & Technologies Ltd 110.03%0.05%0.06%Q4 2020Q3 20212
DAYMARK WEALTH PARTNERS, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Cornerstone Advisors, Inc. 110.00%0.01%0.02%Q4 2015Q2 20172
Ibex Investors LLC 220.86%1.33%1.79%Q2 2022Q3 20222
F3Logic, LLC 220.06%0.15%0.23%Q1 2019Q2 20192
Trifecta Capital Advisors, LLC 220.00%0.00%0.01%Q1 2023Q2 20232
Icon Wealth Advisors, LLC 221.21%1.28%1.35%Q3 2022Q4 20222
Paloma Partners Management Co 220.01%0.01%0.01%Q4 2016Q1 20172
Garden State Investment Advisory Services LLC 220.10%0.11%0.12%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.07%0.07%0.07%Q4 2022Q1 20232
Applied Capital LLC/FL 220.27%0.40%0.53%Q2 2023Q3 20232
Delta Financial Group, Inc. 110.09%0.09%0.09%Q1 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q2 2023Q3 20232
Portman Square Capital LLP 110.08%0.18%0.28%Q4 2022Q4 20222
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Pine Valley Investments Ltd Liability Co 220.06%0.06%0.06%Q2 2023Q3 20232
Nemes Rush Group LLC 220.04%0.06%0.07%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 220.25%0.26%0.27%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.24%0.24%0.25%Q2 2023Q3 20232
Dechtman Wealth Management, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
CGC Financial Services, LLC 220.10%0.10%0.11%Q2 2023Q3 20232
Perkins Coie Trust Co 220.00%0.00%0.00%Q2 2016Q3 20162
SPROTT INC. 220.01%0.02%0.03%Q4 2016Q1 20172
Nelson Capital Management, LLC 220.01%0.01%0.01%Q3 2018Q4 20182
AVITY INVESTMENT MANAGEMENT INC. 220.03%0.03%0.03%Q2 2019Q3 20192
Banco de Sabadell, S.A 220.00%0.00%0.00%Q4 2019Q1 20202
SOPHROSYNE CAPITAL LLC 220.04%0.04%0.05%Q3 2013Q4 20132
SAROFIM FAYEZ 112.14%2.29%2.43%Q4 2012Q3 20132
RS INVESTMENT MANAGEMENT CO LLC 220.20%0.22%0.25%Q1 2016Q2 20162
Planning Solutions Group LLC 220.10%0.11%0.11%Q1 2019Q2 20192
BRINKER CAPITAL INC 220.01%0.01%0.01%Q4 2016Q1 20172
JOYN Advisors, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Highstreet Asset Management Inc. 110.01%0.15%0.28%Q2 2015Q4 20192
McKinley Carter Wealth Services, Inc. 110.06%0.27%0.48%Q2 2015Q1 20182
GREEN ARROW CAPITAL MANAGEMENT LLC 220.44%0.57%0.70%Q2 2015Q3 20152
TD Capital Management LLC 220.00%0.01%0.01%Q3 2017Q4 20172
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20212
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q4 2014Q1 20152
FIRST CITIZENS BANCORPORATION INC 220.14%0.14%0.14%Q3 2014Q4 20142
ADVISOR PARTNERS LLC 220.07%0.07%0.08%Q3 2016Q4 20162
IMC-Chicago, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Signet Investment Advisory Group, Inc. 110.05%0.09%0.13%Q4 2018Q4 20202
SPRING CREEK CAPITAL LLC 110.06%0.46%0.85%Q2 2018Q1 20202
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 220.25%0.26%0.27%Q2 2018Q3 20182
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.02%Q2 2023Q3 20232
Oak Asset Management, LLC 220.13%0.13%0.14%Q3 2019Q4 20192
Baker Avenue Asset Management, LP 110.00%0.02%0.03%Q1 2023Q3 20232
TBP Investments Management, LLC 225.92%7.73%9.53%Q2 2013Q3 20132
NORTHERN TRUST CO OF CONNECTICUT 220.05%0.05%0.05%Q2 2013Q3 20132
TradeLink Global Equity LLC 220.01%0.09%0.18%Q3 2014Q4 20142
ANDERSON HOAGLAND & CO 220.03%0.03%0.03%Q2 2023Q3 20232
PENSECO FINANCIAL SERVICES CORP 220.07%0.07%0.07%Q2 2013Q3 20132
Forward Management, LLC 110.07%0.75%1.42%Q1 2016Q4 20162
BAIRD ROBERT W & CO INC /WI/ 220.02%0.02%0.02%Q4 2014Q1 20152
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2013Q3 20132
Financial Gravity Companies, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.01%0.01%0.01%Q4 2018Q1 20192
Baker Ellis Asset Management LLC 220.03%0.04%0.04%Q2 2016Q3 20162
GUARDIAN INVESTMENT MANAGEMENT 220.39%0.42%0.44%Q3 2017Q4 20172
Geller Advisors LLC 220.12%0.12%0.13%Q3 2014Q4 20142
Magnetar Financial LLC 220.11%0.22%0.33%Q4 2019Q1 20202
Bangor Savings Bank 220.00%0.00%0.00%Q2 2023Q3 20232
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.00%0.00%Q2 2013Q3 20132
NatWest Group plc 220.01%0.01%0.01%Q4 2013Q1 20142
BBVA USA 220.01%0.04%0.06%Q2 2021Q3 20212
Westend Capital Management, LLC 220.02%0.02%0.02%Q3 2014Q4 20142
Jane Street Holding, LLC 110.00%0.05%0.09%Q2 2013Q4 20132
Weil Company, Inc. 110.06%0.11%0.16%Q3 2019Q1 20212
LONESTAR CAPITAL MANAGEMENT LLC 220.90%1.64%2.37%Q2 2020Q3 20202
First Financial Bank - Trust Division 110.04%0.05%0.06%Q1 2013Q4 20132
Well Done, LLC 110.04%0.04%0.04%Q1 2018Q4 20182
Everett Capital Advisors UK LLP 112.19%2.62%3.06%Q4 2018Q4 20182
BEACON INVESTMENT ADVISORY SERVICES, INC. 220.02%0.03%0.03%Q3 2017Q4 20172
Savior LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Catamount Wealth Management 220.05%0.05%0.06%Q1 2015Q2 20152
Emerald Acquisition Ltd. 220.05%0.05%0.05%Q2 2016Q3 20162
HighMark Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CWS Financial Advisors, LLC 220.18%0.18%0.18%Q4 2019Q1 20202
Texas Capital Bank Wealth Management Services Inc 110.04%0.07%0.10%Q4 2019Q4 20202
GOFF JOHN C 220.29%0.33%0.36%Q1 2022Q2 20222
American Financial Network Advisory Services LLC 220.03%0.06%0.08%Q3 2017Q4 20172
EPG Wealth Management LLC 220.02%0.03%0.05%Q4 2019Q1 20202
Moser Wealth Advisors, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Sendero Wealth Management, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
MATTERN CAPITAL MANAGEMENT, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Resonant Capital Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Mirador Capital Partners LP 220.12%0.12%0.12%Q3 2017Q4 20172
CIBC BANK USA 220.04%0.04%0.04%Q2 2014Q3 20142
BARR E S & CO 220.02%0.02%0.02%Q4 2021Q1 20222
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.04%0.07%Q1 2023Q3 20232
Aspen Grove Capital, LLC 220.19%0.21%0.24%Q2 2023Q3 20232
Westshore Wealth, LLC 220.18%0.19%0.19%Q1 2021Q2 20212
Farmers National Bank 110.03%0.03%0.03%Q4 2017Q1 20192
MAPLE SECURITIES USA INC 220.09%0.10%0.10%Q1 2015Q2 20152
Ruggie Capital Group 220.02%0.03%0.03%Q1 2015Q2 20152
Kissinger Financial Services LLC 220.32%0.33%0.34%Q3 2016Q4 20162
TCG Advisors, LP 220.04%0.05%0.06%Q1 2019Q2 20192
Sentinus, LLC 220.10%0.11%0.11%Q1 2023Q2 20232
Davis Capital Management 220.01%0.35%0.69%Q1 2020Q2 20202
DELTEC ASSET MANAGEMENT LLC 220.37%0.43%0.49%Q2 2020Q3 20202
Atlas Private Wealth Advisors 220.01%0.01%0.01%Q2 2021Q3 20212
Karp Capital Management Corp 110.00%0.00%0.01%Q1 2017Q4 20182
Biltmore Capital Advisors LLC 220.07%0.08%0.09%Q2 2021Q3 20212
Zions Trust, National Association 220.02%0.02%0.03%Q2 2013Q3 20132
J.P. Turner & Co Capital Mnagement, LLC 110.21%0.23%0.25%Q4 2014Q3 20152
Cypress Point Wealth Management, LLC 220.01%0.01%0.02%Q2 2021Q3 20212
FolioMetrix LLC 220.03%0.04%0.05%Q4 2014Q1 20152
LBA Wealth Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
KPP Advisory Services LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Covey Capital Advisors, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
THOROUGHBRED FINANCIAL SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q1 2016Q1 20161
Wealthstar Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 110.05%0.05%0.05%Q1 2021Q1 20211
TRENT CAPITAL MANAGEMENT INC /NC/ 112.27%2.27%2.27%Q4 2016Q4 20161
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
QRG CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
INVESTMENT ADVISORY SERVICES INC /TX /ADV 110.67%0.67%0.67%Q4 2019Q4 20191
Pinnacle Wealth Advisors 110.04%0.04%0.04%Q2 2021Q2 20211
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Allen Mooney & Barnes Investment Advisors LLC 112.03%2.03%2.03%Q3 2023Q3 20231
DODGE & COX 110.00%0.00%0.00%Q1 2016Q1 20161
Stelac Advisory Services LLC 110.03%0.03%0.03%Q2 2018Q2 20181
MPS Loria Financial Planners, LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Austin Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Alpha Family Trust 115.98%5.98%5.98%Q4 2020Q4 20201
CAHABA WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q1 2022Q1 20221
Retirement Planning Co of New England, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.23%0.23%0.23%Q3 2023Q3 20231
MIZUHO SECURITIES USA LLC 110.02%0.02%0.02%Q1 2018Q1 20181
WHITEBOX ADVISORS LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Slow Capital, Inc. 110.21%0.21%0.21%Q4 2019Q4 20191
Motley Fool Asset Management LLC 110.07%0.07%0.07%Q1 2018Q1 20181
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Garrett Wealth Advisory Group, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
Stonebridge Financial Planning Group, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Samjo Capital LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Monument Capital Management 110.03%0.03%0.03%Q3 2018Q3 20181
QP WEALTH MANAGEMENT, LLC 110.41%0.41%0.41%Q4 2019Q4 20191
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Talkot Capital, LLC 111.23%1.23%1.23%Q4 2015Q4 20151
TradeLink Capital LLC 112.83%2.83%2.83%Q2 2017Q2 20171
ADVISOR CONSULTANT NETWORK INC 110.20%0.20%0.20%Q3 2016Q3 20161
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FRED ALGER MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Achievement Holdings L.P. 110.10%0.10%0.10%Q3 2015Q3 20151
Summit Wealth Group, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
CTC Alternative Strategies, Ltd. 110.40%0.40%0.40%Q3 2014Q3 20141
CLARK FINANCIAL SERVICES GROUP INC /BD 110.37%0.37%0.37%Q1 2021Q1 20211
Houlihan Financial Resource Group, Ltd. 110.05%0.05%0.05%Q3 2020Q3 20201
CAAS CAPITAL MANAGEMENT LP 110.24%0.24%0.24%Q2 2020Q2 20201
Deep Basin Capital LP 113.44%3.44%3.44%Q1 2020Q1 20201
Godshalk Welsh Capital Management, Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
RITHOLTZ WEALTH MANAGEMENT 110.04%0.04%0.04%Q4 2019Q4 20191
Stillwater Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Voit & Company, LLC 110.23%0.23%0.23%Q1 2019Q1 20191
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
DRW Securities, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
STRATEGY ASSET MANAGERS LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Accurate Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Verus Financial Partners, Inc. 110.41%0.41%0.41%Q3 2020Q3 20201
PETERSON WEALTH MANAGEMENT 110.23%0.23%0.23%Q4 2019Q4 20191
SHELTON CAPITAL MANAGEMENT 110.04%0.04%0.04%Q1 2014Q1 20141
SMITH CHAS P & ASSOCIATES PA CPAS 110.04%0.04%0.04%Q3 2014Q3 20141
PACIFIC SUN FINANCIAL CORP 110.12%0.12%0.12%Q4 2017Q4 20171
CAMDEN NATIONAL BANK 110.04%0.04%0.04%Q4 2019Q4 20191
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Measured Wealth Private Client Group, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
TRUEWEALTH LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Keystone Financial Services 110.13%0.13%0.13%Q4 2021Q4 20211
HORIZON BANCORP INC /IN/ 110.01%0.01%0.01%Q4 2022Q4 20221
Wescott Financial Advisory Group, LLC 110.50%0.50%0.50%Q4 2020Q4 20201
First Allied Asset Management, Inc. 110.04%0.04%0.04%Q2 2013Q2 20131
Souders Financial Advisors 110.05%0.05%0.05%Q3 2023Q3 20231
Circle Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Pallas Capital Advisors LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Alden Global Capital LLC 112.00%2.00%2.00%Q4 2020Q4 20201
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
DAVIDSON & GARRARD INC 110.05%0.05%0.05%Q4 2014Q4 20141
BERRY GROUP, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
HOWARD WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Radnor Capital Management, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q3 2014Q3 20141
Centric Wealth Management 110.28%0.28%0.28%Q4 2018Q4 20181
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Quantitative Investment Management, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
RUSHMORE INVESTMENT ADVISORS, INC. 110.23%0.23%0.23%Q2 2013Q2 20131
Alpine Global Management, LLC 111.78%1.78%1.78%Q3 2017Q3 20171
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SILVER OAK SECURITIES, INCORPORATED 110.03%0.03%0.03%Q1 2023Q1 20231
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Granby Capital Management, LLC 111.59%1.59%1.59%Q3 2023Q3 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Strategic Financial Services, Inc, 110.02%0.02%0.02%Q1 2022Q1 20221
Genesis Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2014Q4 20141
Harel Insurance Investments & Financial Services Ltd. 110.01%0.01%0.01%Q3 2019Q3 20191
GW HENSSLER & ASSOCIATES LTD 110.03%0.03%0.03%Q4 2013Q4 20131
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WS MANAGEMENT LLLP 110.35%0.35%0.35%Q1 2019Q1 20191
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
BROOKTREE CAPITAL MANAGEMENT 110.03%0.03%0.03%Q1 2020Q1 20201
WCG Wealth Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Schonfeld Group Holdings LLC 110.09%0.09%0.09%Q1 2014Q1 20141
Jupiter Wealth Management LLC 110.11%0.11%0.11%Q4 2019Q4 20191
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CARDEROCK CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2014Q1 20141
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q4 2021Q4 20211
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Wilmington Trust Investment Management, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Fruth Investment Management 110.10%0.10%0.10%Q3 2014Q3 20141
FIRST FINANCIAL EQUITY CORPORATION 111.00%1.00%1.00%Q1 2017Q1 20171
RELIANCE TRUST CO OF DELAWARE 110.03%0.03%0.03%Q4 2013Q4 20131
Moon Capital Management, LLC 110.34%0.34%0.34%Q3 2014Q3 20141
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Boston Common Asset Management, LLC 110.08%0.08%0.08%Q3 2017Q3 20171
ASSET PLANNING CORPORATION 110.04%0.04%0.04%Q4 2020Q4 20201
Alliance Wealth Advisors, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
FSB PREMIER WEALTH MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Winch Advisory Services, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.04%0.04%0.04%Q2 2014Q2 20141
Mathes Company, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.45%0.45%0.45%Q1 2023Q1 20231
Navis Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Bedell Frazier Investment Counselling, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
BANK OF STOCKTON 110.12%0.12%0.12%Q3 2018Q3 20181
Lebenthal Wealth Advisors, LLC 111.04%1.04%1.04%Q2 2016Q2 20161
Trafelet Capital Management, L.P. 110.03%0.03%0.03%Q2 2016Q2 20161
Concentrum Wealth Management 110.41%0.41%0.41%Q4 2019Q4 20191
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
WJ Interests, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
Cadent Capital Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Redwood Investments, LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Goodman Financial Corp 110.01%0.01%0.01%Q4 2017Q4 20171
Valmark Advisers, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Robbins Farley 110.01%0.01%0.01%Q2 2022Q2 20221
HARRIS ASSOCIATES L P 110.00%0.00%0.00%Q4 2014Q4 20141
Townsend & Associates, Inc 110.09%0.09%0.09%Q4 2017Q4 20171
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BNC WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Sovereign Financial Group, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
Riverpoint Wealth Management Holdings, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FRIESS ASSOCIATES LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Keel Point Advisors, LLC 112.23%2.23%2.23%Q4 2014Q4 20141
Amtrust Financial Services, Inc. 110.14%0.14%0.14%Q4 2016Q4 20161
JACKSON SQUARE CAPITAL, LLC 110.30%0.30%0.30%Q3 2022Q3 20221
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Formidable Asset Management, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
Requisite Energy Fund I LP 110.12%0.12%0.12%Q4 2018Q4 20181
CAPITAL MANAGEMENT ASSOCIATES /NY/ 111.31%1.31%1.31%Q2 2013Q2 20131
Questar Asset Management, Inc. 110.34%0.34%0.34%Q4 2018Q4 20181
Seven Springs Wealth Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Distillate Capital Partners LLC 110.91%0.91%0.91%Q4 2022Q4 20221
FSA Wealth Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Matthew Goff Investment Advisor, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GLG LLC 110.08%0.08%0.08%Q1 2016Q1 20161
Copperwynd Financial, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Philadelphia Financial Management of San Francisco, LLC 113.37%3.37%3.37%Q3 2022Q3 20221
Coho Partners, Ltd. 110.00%0.00%0.00%Q2 2021Q2 20211
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Barry Investment Advisors, LLC 110.07%0.07%0.07%Q4 2014Q4 20141
COHEN & STEERS CAPITAL MANAGEMENT INC 110.24%0.24%0.24%Q1 2015Q1 20151
MARK MORRIS ET AL 110.24%0.24%0.24%Q2 2013Q2 20131
Locust Wood Capital Advisers 110.34%0.34%0.34%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ADE, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
EA Series Trust 110.05%0.05%0.05%Q2 2023Q2 20231
Lebenthal Global Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CFS Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
IMS Capital Management 110.01%0.01%0.01%Q2 2018Q2 20181
MBE Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.07%0.07%0.07%Q4 2020Q4 20201
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
M. Kraus & Co 110.07%0.07%0.07%Q2 2021Q2 20211
Hillview Capital Advisors, LLC 111.04%1.04%1.04%Q3 2015Q3 20151
Bragg Financial Advisors, Inc 110.06%0.06%0.06%Q2 2015Q2 20151
TAM Capital Management Inc. 113.28%3.28%3.28%Q3 2017Q3 20171
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Whetstone Capital Advisors, LLC 112.56%2.56%2.56%Q1 2016Q1 20161
Guild Investment Management, Inc. 112.54%2.54%2.54%Q1 2016Q1 20161
IRON Financial LLC 110.19%0.19%0.19%Q2 2014Q2 20141
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
TAURUS ASSET MANAGEMENT, LLC 110.09%0.09%0.09%Q1 2014Q1 20141
AURORA FINANCIAL ADVISORS, LLC 110.74%0.74%0.74%Q4 2017Q4 20171
Arvest Bank Trust Division 110.01%0.01%0.01%Q4 2019Q4 20191
J. L. Bainbridge & Co., Inc. 110.03%0.03%0.03%Q3 2018Q3 20181
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
NN Investment Partners Holdings N.V. 110.00%0.00%0.00%Q4 2018Q4 20181
TFG Advisers LLC 110.08%0.08%0.08%Q4 2019Q4 20191
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
PAYDEN & RYGEL INVESTMENT GROUP 111.56%1.56%1.56%Q3 2023Q3 20231
Keystone Financial Planning, Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Canal Capital Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Chapwood Capital Investment Management, LLC 110.36%0.36%0.36%Q4 2019Q4 20191
PECAUT & CO. 110.20%0.20%0.20%Q3 2014Q3 20141
DB Wealth Management Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Capital Square, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
HALSEY ASSOCIATES INC/CT 110.03%0.03%0.03%Q3 2019Q3 20191
MITCHELL SINKLER & STARR/PA 110.04%0.04%0.04%Q2 2013Q2 20131
Silicon Hills Wealth Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
KRS Capital Management, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
William Allan Corp 110.01%0.01%0.01%Q4 2021Q4 20211
City State Bank 110.00%0.00%0.00%Q1 2023Q1 20231
Anchor Bolt Capital, LP 110.26%0.26%0.26%Q1 2017Q1 20171
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Callan Capital, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Wealth Management Partners, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
ALTERNA WEALTH MANAGEMENT, INC 110.06%0.06%0.06%Q4 2018Q4 20181
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Autumn Glory Partners, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Schneider Downs Wealth Management Advisors, LP 110.15%0.15%0.15%Q1 2017Q1 20171
Resurgent Financial Advisors LLC 110.03%0.03%0.03%Q4 2022Q4 20221
RBA Wealth Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Crossmark Global Holdings, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
CWH Capital Management, Inc. 110.19%0.19%0.19%Q3 2015Q3 20151
DOWLING & YAHNKE LLC 110.03%0.03%0.03%Q2 2014Q2 20141
Peak Capital Management LLC 110.18%0.18%0.18%Q2 2017Q2 20171
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
TMD & ASSOCIATES, INC 110.38%0.38%0.38%Q4 2015Q4 20151
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Ironwood Wealth Management, LLC. 110.01%0.01%0.01%Q3 2017Q3 20171
Community Financial Services Group, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Walker Asset Management, LLC 110.32%0.32%0.32%Q4 2023Q4 20231
Sage Investment Advisers LLC 110.29%0.29%0.29%Q4 2021Q4 20211
Investmark Advisory Group LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Laffer Tengler Investments, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q4 2018Q4 20181
Shorepoint Capital Partners LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Unigestion Holding SA 110.20%0.20%0.20%Q3 2019Q3 20191
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Providence First Trust Co 111.17%1.17%1.17%Q2 2020Q2 20201
Advance Capital Management, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Oak Grove Capital LLC 110.44%0.44%0.44%Q1 2019Q1 20191
Truvvo Partners LLC 110.15%0.15%0.15%Q2 2021Q2 20211
EdgeRock Capital LLC 110.04%0.04%0.04%Q3 2022Q3 20221
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 113.98%3.98%3.98%Q4 2015Q4 20151
AKANTHOS CAPITAL MANAGEMENT LLC 115.46%5.46%5.46%Q1 2015Q1 20151
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q3 2023Q3 20231
1900 WEALTH MANAGEMENT LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Filament LLC 110.12%0.12%0.12%Q3 2014Q3 20141
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
B, B, H, & B INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Vista Private Wealth Partners. LLC 110.01%0.01%0.01%Q3 2019Q3 20191
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
NEW ENGLAND ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2016Q4 20161
HT Partners LLC 110.17%0.17%0.17%Q2 2013Q2 20131
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Sound View Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Smith Anglin Financial, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Beaton Management Co. Inc. 110.22%0.22%0.22%Q2 2020Q2 20201
Redhawk Wealth Advisors, Inc. 110.04%0.04%0.04%Q2 2019Q2 20191
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Boston Trust Walden Corp 110.00%0.00%0.00%Q2 2014Q2 20141
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
SIGNET MANAGEMENT USA, LLC 112.08%2.08%2.08%Q4 2013Q4 20131
Wealth Advisors of Tampa Bay, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Vestmark Advisory Solutions, Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
Ken Stern & Associates, Inc. 110.16%0.16%0.16%Q4 2014Q4 20141
Brave Warrior Advisors 110.01%0.01%0.01%Q3 2023Q3 20231
Perennial Investment Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Akre Capital Management 110.03%0.03%0.03%Q2 2013Q2 20131
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
DESCHAINE & COMPANY, LLC 110.32%0.32%0.32%Q4 2014Q4 20141
LVM CAPITAL MANAGEMENT LTD/MI 110.04%0.04%0.04%Q3 2019Q3 20191
Align Wealth Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Hayden Royal, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
HERSHEY TRUST CO 110.12%0.12%0.12%Q2 2013Q2 20131
Quadrature Capital Ltd 110.03%0.03%0.03%Q4 2016Q4 20161
Cynosure Group, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
APPLETON PARTNERS INC/MA 110.08%0.08%0.08%Q2 2013Q2 20131
PCG Wealth Advisors, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
GMT CAPITAL CORP 110.91%0.91%0.91%Q2 2018Q2 20181
Castle Financial & Retirement Planning Associates, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Braver Wealth Management, LLC 110.06%0.06%0.06%Q3 2015Q3 20151
SECURITY NATIONAL BANK OF SO DAK 110.22%0.22%0.22%Q2 2021Q2 20211
SteelPeak Wealth, LLC 110.32%0.32%0.32%Q2 2023Q2 20231
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Full Sail Capital, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Gruss & Co., LLC 111.24%1.24%1.24%Q4 2021Q4 20211
US GLOBAL INVESTORS FUNDS 111.19%1.19%1.19%Q4 2013Q4 20131
AMBS INVESTMENT COUNSEL LLC 110.10%0.10%0.10%Q2 2013Q2 20131
OmniStar Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
MPI INVESTMENT MANAGEMENT, INC. 110.93%0.93%0.93%Q4 2017Q4 20171
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
ForthRight Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
GLG Partners LP 110.10%0.10%0.10%Q1 2016Q1 20161
Incline Global Management LLC 110.42%0.42%0.42%Q3 2016Q3 20161
SUN LIFE FINANCIAL INC 110.01%0.01%0.01%Q4 2015Q4 20151
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CastleArk Alternatives, LLC 110.17%0.17%0.17%Q3 2021Q3 20211
Nine Chapters Capital Management LLC 110.02%0.02%0.02%Q4 2014Q4 20141
SURIENCE PRIVATE WEALTH LLC 113.75%3.75%3.75%Q2 2023Q2 20231
CAXTON ASSOCIATES LP 110.12%0.12%0.12%Q1 2018Q1 20181
TOBIAS FINANCIAL ADVISORS, INC. 110.03%0.03%0.03%Q4 2019Q4 20191
Telos Capital Management, Inc. 110.27%0.27%0.27%Q4 2014Q4 20141
HARTFORD INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q4 2016Q4 20161
Leelyn Smith, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Silver Bridge Capital Management LLC 110.21%0.21%0.21%Q2 2013Q2 20131
BW Gestao de Investimentos Ltda. 111.94%1.94%1.94%Q1 2017Q1 20171
Aurora Private Wealth, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
C M BIDWELL & ASSOCIATES LTD 110.00%0.00%0.00%Q3 2020Q3 20201
Olympiad Research LP 110.17%0.17%0.17%Q4 2019Q4 20191
Atwater Malick LLC 110.07%0.07%0.07%Q3 2019Q3 20191
VALLEY FORGE ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Burns Matteson Capital Management, LLC 110.35%0.35%0.35%Q2 2023Q2 20231
PCA Investment Advisory Services Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
3Chopt Investment Partners, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
PRING TURNER CAPITAL GROUP INC 110.15%0.15%0.15%Q4 2013Q4 20131
Powell Investment Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Clean Yield Group 110.01%0.01%0.01%Q3 2023Q3 20231
Vilas Fund, LP 111.12%1.12%1.12%Q4 2018Q4 20181
KINGSWOOD WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
External links

This page lists all the filers that currently own ENTERPRISE PRODS PARTNERS L or have owned ENTERPRISE PRODS PARTNERS L in the past.