HSBC HLDGS PLC shareholder history

Current and past HSBC HLDGS PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.04%Q2 2013Q3 2023124
BARCLAYS PLC 42420.00%0.00%0.03%Q2 2013Q3 2023108
Parallax Volatility Advisers, L.P. 39390.00%0.01%0.11%Q2 2013Q4 2022104
CITIGROUP INC 42420.00%0.02%0.06%Q2 2013Q3 2023104
Walleye Trading LLC 42420.00%0.05%0.38%Q2 2013Q3 202398
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202398
Citadel Advisors 2950.00%0.01%0.03%Q2 2013Q3 202395
Cutler Group LLC / CA 32320.00%0.01%0.10%Q4 2015Q3 202387
Twin Tree Management, LP 1110.00%0.08%0.59%Q4 2012Q4 202268
ROYAL BANK OF CANADA 42420.00%0.04%0.13%Q2 2013Q3 202367
WOLVERINE TRADING, LLC 1110.00%0.01%0.08%Q2 2016Q3 202367
JANE STREET GROUP, LLC 2110.00%0.01%0.09%Q2 2015Q3 202366
PEAK6 Investments LLC 21210.00%0.04%0.29%Q3 2018Q3 202359
HUNTINGTON NATIONAL BANK 59590.00%0.01%0.03%Q1 2009Q3 202359
D. E. Shaw & Co., Inc. 32320.00%0.00%0.01%Q2 2013Q1 202158
UBS Group AG 36360.00%0.01%0.04%Q4 2014Q3 202357
PEAK6 Group LLC 21210.00%0.07%0.30%Q2 2013Q2 201856
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.00%0.01%Q2 2013Q3 202353
HAP Trading, LLC 2110.00%0.02%0.23%Q3 2013Q4 202252
MUFG Americas Holdings Corp 48480.00%0.02%0.04%Q4 2010Q3 202248
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.06%Q2 2013Q3 202347
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.10%Q2 2013Q3 202346
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202345
M&R CAPITAL MANAGEMENT INC 43430.00%0.10%0.27%Q2 2013Q4 202343
SIGNATUREFD, LLC 42420.00%0.03%0.10%Q2 2013Q3 202343
HighTower Advisors, LLC 42420.00%0.04%0.10%Q2 2013Q3 202343
OPPENHEIMER & CO INC 42420.01%0.02%0.04%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 2320.00%0.01%0.03%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.02%0.11%Q2 2013Q3 202342
SeaBridge Investment Advisors LLC 42420.07%0.37%0.83%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.02%0.07%0.17%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.02%0.06%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.15%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.09%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.03%0.05%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.04%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.02%0.04%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.00%0.12%0.30%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.03%0.18%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.02%0.04%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.01%0.02%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.04%0.22%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.06%0.24%0.45%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.00%0.07%0.20%Q2 2013Q3 202342
JARISLOWSKY, FRASER Ltd 42420.00%0.10%0.25%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.05%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
Janney Montgomery Scott LLC 42420.00%0.05%0.21%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.02%0.06%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.02%0.03%Q2 2013Q3 202342
KARPAS STRATEGIES, LLC 42420.24%0.48%0.86%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.08%0.21%0.40%Q2 2013Q3 202342
FMR LLC 42420.00%0.03%0.15%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.01%0.03%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.03%0.13%0.33%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.02%Q2 2013Q3 202342
TORONTO DOMINION BANK 3930.00%0.00%0.01%Q1 2013Q3 202342
Hanson & Doremus Investment Management 42420.01%0.01%0.02%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.02%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 25160.00%0.00%0.02%Q2 2013Q3 202341
CIBC WORLD MARKET INC. 41410.00%0.01%0.03%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.00%0.04%Q2 2013Q3 202341
Invesco Ltd. 29120.00%0.00%0.02%Q2 2013Q3 202341
D.A. DAVIDSON & CO. 26150.00%0.02%0.07%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.04%Q3 2013Q3 202341
Fisher Asset Management, LLC 3740.00%0.67%1.67%Q2 2013Q3 202341
Spot Trading L.L.C 1140.00%0.02%0.21%Q2 2013Q1 201741
First Horizon Advisors, Inc. 3290.00%0.00%0.02%Q1 2012Q3 202341
Rehmann Capital Advisory Group 27140.02%0.10%0.29%Q2 2009Q3 201941
Manatuck Hill Partners, LLC 31100.65%1.62%2.90%Q2 2013Q3 202341
GABELLI FUNDS LLC 3740.00%0.01%0.02%Q2 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.00%0.01%Q2 2013Q4 202341
CREDIT SUISSE AG/ 40400.00%0.02%0.07%Q1 2013Q4 202240
EARNEST PARTNERS LLC 40400.00%0.01%0.01%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.04%0.12%0.31%Q4 2013Q3 202340
STATE STREET CORP 2520.00%0.00%0.00%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.04%Q1 2014Q3 202339
ADIRONDACK TRUST CO 39390.01%0.02%0.03%Q2 2013Q4 202239
Morningstar Investment Services LLC 17110.00%0.02%0.07%Q2 2013Q3 202339
COMERICA BANK 39390.01%0.07%0.12%Q2 2013Q4 202239
Tower Research Capital LLC (TRC) 1530.00%0.00%0.01%Q2 2013Q3 202338
FRANKLIN RESOURCES INC 25130.00%0.02%0.03%Q2 2013Q3 202338
GUGGENHEIM CAPITAL LLC 3620.00%0.02%0.05%Q2 2013Q2 202338
SCOTIA CAPITAL INC. 2910.00%0.02%0.07%Q2 2013Q2 202338
Mirae Asset Global Investments Co., Ltd. 2330.00%0.02%0.13%Q4 2011Q1 202238
BENJAMIN F. EDWARDS & COMPANY, INC. 3510.00%0.01%0.04%Q2 2013Q3 202338
Renaissance Technologies 2530.00%0.10%0.24%Q2 2013Q3 202337
Advisors Asset Management, Inc. 3250.00%0.02%0.05%Q2 2013Q3 202337
Private Advisor Group, LLC 37370.01%0.02%0.04%Q3 2014Q3 202337
EATON VANCE MANAGEMENT 36360.00%0.01%0.02%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.08%0.13%Q2 2013Q1 202236
CLEAR STREET MARKETS LLC 910.00%0.05%0.20%Q1 2014Q3 202335
TWO SIGMA INVESTMENTS, LP 610.00%0.04%0.22%Q2 2013Q2 202135
Neuberger Berman Group LLC 2870.00%0.00%0.01%Q2 2013Q3 202335
BESSEMER GROUP INC 2410.00%0.19%0.83%Q2 2013Q3 202335
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1810.00%0.09%0.34%Q2 2013Q3 202335
Cordasco Financial Network 35350.00%0.34%1.84%Q4 2013Q2 202235
BLUESTEIN R H & CO LLC 2780.01%0.04%0.11%Q2 2013Q3 202235
DELTA ASSET MANAGEMENT LLC/TN 35350.00%0.00%0.00%Q2 2013Q4 202135
GEODE CAPITAL MANAGEMENT, LLC 35350.00%0.00%0.01%Q2 2013Q4 202135
SG Americas Securities, LLC 3310.00%0.02%0.05%Q2 2013Q3 202235
SEI INVESTMENTS CO 23120.00%0.01%0.04%Q4 2014Q3 202335
QUADRANT CAPITAL GROUP LLC 34340.01%0.11%0.27%Q2 2015Q3 202334
ADVISOR PARTNERS LLC 2120.08%0.19%0.51%Q2 2013Q2 202234
AMERICAN NATIONAL INSURANCE CO 34340.01%0.03%0.06%Q2 2013Q3 202134
Cambridge Investment Research Advisors, Inc. 1420.00%0.01%0.02%Q4 2013Q3 202334
Baldwin Investment Management, LLC 2710.04%0.11%0.25%Q2 2013Q3 202334
ENTERPRISE FINANCIAL SERVICES CORP 34340.00%0.03%0.10%Q2 2013Q3 202134
Tweedy, Browne Co LLC 34340.03%0.17%0.24%Q2 2013Q3 202134
FARMERS & MERCHANTS INVESTMENTS INC 3210.00%0.00%0.01%Q2 2013Q1 202333
Gemmer Asset Management LLC 33330.00%0.00%0.00%Q1 2014Q1 202233
Carroll Financial Associates, Inc. 2390.00%0.00%0.00%Q4 2013Q4 202132
CULLEN/FROST BANKERS, INC. 2390.00%0.10%0.55%Q2 2013Q3 202332
KEYBANK NATIONAL ASSOCIATION/OH 2910.00%0.01%0.02%Q4 2012Q3 202332
BlackRock Inc. 2810.00%0.00%0.00%Q4 2015Q3 202332
Gradient Investments LLC 2910.00%0.03%0.12%Q1 2014Q3 202332
Moors & Cabot, Inc. 2610.00%0.07%0.14%Q1 2014Q3 202332
BRANDES INVESTMENT PARTNERS, LP 2930.02%0.66%1.23%Q4 2012Q3 202332
NOMURA HOLDINGS INC 610.00%0.04%0.26%Q1 2013Q1 202331
MILLENNIUM MANAGEMENT LLC 610.00%0.01%0.06%Q3 2013Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
VALLEY NATIONAL ADVISERS INC 31310.00%0.00%0.00%Q1 2016Q3 202331
Aperio Group, LLC 31310.06%0.28%0.43%Q2 2013Q4 202031
JFS WEALTH ADVISORS, LLC 2380.00%0.01%0.04%Q2 2014Q3 202331
Geneos Wealth Management Inc. 31310.00%0.01%0.04%Q1 2016Q3 202331
Intersect Capital LLC 31310.06%0.32%0.55%Q4 2014Q2 202231
GUARDIAN CAPITAL ADVISORS LP 31310.50%1.02%1.38%Q2 2013Q4 202031
American Assets Investment Management, LLC 30300.54%0.67%0.91%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 1550.00%0.00%0.02%Q3 2015Q3 202330
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2910.02%0.30%0.72%Q2 2013Q1 202130
Dorsey & Whitney Trust CO LLC 1530.02%0.05%0.10%Q3 2013Q3 202330
TWO SIGMA SECURITIES, LLC 510.00%0.03%0.17%Q2 2016Q3 202330
LOGAN CAPITAL MANAGEMENT INC 29290.02%0.06%0.09%Q2 2013Q2 202029
PINNACLE ASSOCIATES LTD 29290.01%0.01%0.03%Q2 2013Q2 202029
CAPITAL FUND MANAGEMENT S.A. 410.00%0.01%0.05%Q3 2013Q4 202229
BROWN ADVISORY INC 29290.00%0.02%0.02%Q2 2013Q2 202029
Plante Moran Financial Advisors, LLC 1410.00%0.01%0.07%Q3 2013Q3 202329
FDx Advisors, Inc. 2810.01%0.09%0.46%Q2 2013Q2 202329
People's United Financial, Inc. 28280.01%0.06%0.17%Q2 2013Q1 202028
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q1 2013Q1 202328
NOESIS CAPITAL MANGEMENT CORP 28282.02%2.87%4.16%Q2 2013Q1 202028
UNITED SERVICES AUTOMOBILE ASSOCIATION 28280.00%0.09%0.25%Q2 2013Q1 202028
ETRADE Capital Management LLC 28280.02%0.07%0.12%Q2 2013Q1 202028
Cubist Systematic Strategies, LLC 1510.00%0.04%0.20%Q2 2014Q2 202328
World Asset Management Inc 28280.07%0.29%0.48%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.01%0.02%0.05%Q4 2016Q3 202328
Johnson Financial Group, Inc. 2440.00%0.04%0.21%Q2 2013Q2 202028
Sargent Bickham Lagudis LLC 28280.00%0.00%0.01%Q1 2016Q4 202228
Bogart Wealth, LLC 28280.00%0.44%1.54%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 28281.13%6.40%18.43%Q2 2013Q1 202028
TRUST CO OF VERMONT 2110.00%0.00%0.01%Q2 2013Q3 202228
J.P. Morgan Private Wealth Advisors LLC 28280.01%0.03%0.05%Q2 2013Q1 202028
Cornerstone Advisors, Inc. 2440.00%0.02%0.12%Q2 2013Q3 202028
Allworth Financial LP 2440.00%0.00%0.00%Q1 2016Q3 202328
EDMOND DE ROTHSCHILD HOLDING S.A. 28280.00%0.00%0.00%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.36%1.55%Q2 2013Q1 202028
Segantii Capital Management Ltd 1510.13%5.90%19.75%Q3 2014Q2 202227
CenterStar Asset Management, LLC 610.00%0.06%0.47%Q4 2017Q4 202227
Cullen Capital Management, LLC 27270.29%1.74%2.57%Q2 2013Q4 201927
Winslow, Evans & Crocker, Inc. 27270.00%0.01%0.05%Q4 2013Q2 202027
GREENLEAF TRUST 14130.00%0.01%0.02%Q4 2016Q3 202327
STEPHENS INC /AR/ 27270.02%0.04%0.09%Q2 2013Q4 201927
BOKF, NA 1510.00%0.08%0.21%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.01%Q2 2013Q4 201927
SCHAFER CULLEN CAPITAL MANAGEMENT INC 27271.05%1.96%2.45%Q2 2013Q4 201927
CWM, LLC 1610.00%0.00%0.00%Q4 2015Q3 202327
UNITED CAPITAL FINANCIAL ADVISORS, LLC 26260.01%0.05%0.15%Q3 2013Q4 201926
HUTCHINSON CAPITAL MANAGEMENT/CA 26261.32%2.12%3.16%Q2 2013Q3 201926
HSBC HOLDINGS PLC 1790.00%0.00%0.01%Q1 2012Q4 201826
SYNOVUS FINANCIAL CORP 16100.00%0.00%0.00%Q2 2013Q2 202026
BB&T SECURITIES, LLC 26260.01%0.03%0.05%Q2 2013Q3 201926
TD ASSET MANAGEMENT INC 26260.00%0.00%0.01%Q2 2013Q3 201926
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.16%0.30%0.51%Q3 2016Q3 202326
Advisory Services Network, LLC 1310.00%0.01%0.06%Q4 2013Q1 202326
SIT INVESTMENT ASSOCIATES INC 1810.01%0.06%0.10%Q2 2013Q3 202026
SOL Capital Management CO 15110.05%0.10%0.15%Q2 2013Q4 201926
SUNTRUST BANKS INC 26260.01%0.01%0.02%Q2 2013Q3 201926
WATERS PARKERSON & CO., LLC 1610.01%0.03%0.04%Q2 2013Q3 202326
Nelson Capital Management, LLC 1870.00%0.00%0.01%Q2 2013Q3 201925
INTRUST BANK NA 2320.09%0.22%0.36%Q2 2013Q2 202025
Global Retirement Partners, LLC 25250.00%0.01%0.02%Q3 2017Q3 202325
ASSETMARK, INC 2410.00%0.05%0.23%Q2 2015Q3 202325
TODD ASSET MANAGEMENT LLC 2140.02%0.10%0.44%Q2 2013Q1 202025
Susquehanna International Securities, Ltd. 1010.21%3.38%9.00%Q4 2018Q2 202325
PARK CIRCLE Co 24240.42%2.71%6.65%Q1 2014Q4 201924
Mariner, LLC 1150.00%0.01%0.03%Q3 2015Q3 202324
GROUP ONE TRADING, L.P. 1510.00%0.01%0.02%Q2 2013Q3 202224
ROPES WEALTH ADVISORS LLC 24240.01%0.02%0.03%Q1 2015Q4 202024
CIBC Private Wealth Group, LLC 12120.00%0.02%0.11%Q3 2017Q3 202324
Investors Research Corp 24240.08%0.16%0.33%Q4 2017Q3 202324
Boston Common Asset Management, LLC 1590.01%0.32%0.63%Q2 2013Q1 202024
FAYEZ SAROFIM & CO 2310.00%0.14%0.81%Q2 2013Q2 201924
BTC Capital Management, Inc. 2220.04%0.08%0.14%Q3 2014Q3 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Asset Dedication, LLC 1850.00%0.00%0.02%Q4 2017Q3 202323
American Trust Investment Advisors, LLC 1310.18%0.25%0.35%Q4 2015Q3 202323
CAMBIAR INVESTORS LLC 23230.68%2.98%4.48%Q3 2014Q1 202023
Verition Fund Management LLC 1310.00%0.21%1.47%Q4 2013Q4 202223
Sutton Wealth Advisors Inc. 23230.00%0.00%0.00%Q4 2016Q2 202223
LAKE STREET ADVISORS GROUP, LLC 12110.02%0.05%0.07%Q4 2017Q3 202323
KLINGENSTEIN FIELDS & CO LP 1210.01%0.06%0.20%Q2 2013Q4 201923
FEDERATED HERMES, INC. 1210.00%0.00%0.00%Q2 2013Q3 202323
NEXT Financial Group, Inc 1410.00%0.00%0.02%Q2 2014Q4 202123
NISA INVESTMENT ADVISORS, LLC 2120.00%0.00%0.00%Q1 2016Q3 202323
Opus Capital Group, LLC 22220.02%0.06%0.12%Q4 2013Q1 201922
Jefferies Group LLC 1210.00%0.01%0.02%Q2 2013Q2 201922
Strategic Financial Services, Inc, 22220.48%0.73%1.02%Q2 2013Q3 201822
UBS ASSET MANAGEMENT AMERICAS INC 1230.00%0.00%0.01%Q2 2013Q3 201922
BBVA USA Bancshares, Inc. 22220.02%0.09%0.15%Q4 2014Q1 202022
AFAM CAPITAL, INC. 22220.20%0.27%0.34%Q2 2013Q3 201822
Caprock Group, LLC 1720.02%0.10%0.26%Q1 2016Q3 202322
Lenox Wealth Advisors, LLC 1420.00%0.01%0.03%Q3 2013Q1 202122
LS Investment Advisors, LLC 22220.01%0.01%0.01%Q2 2013Q3 201822
Capital Research Global Investors 22220.02%0.04%0.07%Q2 2013Q3 201822
SRS Capital Advisors, Inc. 940.00%0.02%0.05%Q4 2016Q3 202322
CENTRAL TRUST Co 1210.00%0.00%0.00%Q2 2013Q4 202122
CHICKASAW CAPITAL MANAGEMENT LLC 22220.01%0.03%0.09%Q2 2013Q3 201822
Rockefeller Capital Management L.P. 1920.00%0.00%0.02%Q1 2018Q3 202321
OLD MISSION CAPITAL LLC 810.02%0.38%0.99%Q4 2014Q2 202321
Grantham, Mayo, Van Otterloo & Co. LLC 1560.01%0.04%0.16%Q2 2016Q3 202321
First PREMIER Bank 21210.00%0.01%0.01%Q3 2016Q3 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
CAPSTONE INVESTMENT ADVISORS, LLC 210.00%0.13%1.15%Q3 2013Q2 202321
Front Row Advisors LLC 1340.00%0.01%0.04%Q4 2017Q3 202321
LEVEL FOUR ADVISORY SERVICES, LLC 21210.02%0.10%0.36%Q3 2018Q3 202321
REILLY FINANCIAL ADVISORS, LLC 1110.00%0.00%0.01%Q2 2013Q3 201921
Ipswich Investment Management Co., Inc. 1320.09%0.19%0.31%Q2 2013Q1 202021
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.01%0.04%Q2 2013Q2 201821
AR ASSET MANAGEMENT INC 21210.17%0.26%0.36%Q2 2013Q2 201821
Forward Management, LLC 21210.00%0.23%0.58%Q2 2013Q2 201821
MERIDIAN INVESTMENT COUNSEL INC. 11100.12%0.23%0.68%Q4 2013Q1 201921
INTEGRAL DERIVATIVES, LLC 510.00%0.05%0.78%Q4 2013Q3 201721
WEDBUSH SECURITIES INC 11100.01%0.03%0.05%Q4 2017Q3 202321
JONES FINANCIAL COMPANIES LLLP 2010.00%0.01%0.03%Q2 2013Q3 202321
GOFEN & GLOSSBERG LLC /IL/ 21210.01%0.05%0.16%Q2 2013Q2 201821
WASHINGTON TRUST BANK 21210.00%0.01%0.02%Q1 2014Q1 201921
FIRST TRUST ADVISORS LP 1310.00%0.00%0.01%Q1 2014Q2 202321
BRADLEY FOSTER & SARGENT INC/CT 10100.01%0.15%0.50%Q3 2013Q2 201920
Archford Capital Strategies, LLC 1310.00%0.04%0.18%Q1 2014Q1 202020
SIMPLEX TRADING, LLC 810.00%0.02%0.13%Q2 2015Q1 202320
Creegan & Nassoura Financial Group, LLC 1280.81%1.62%2.55%Q4 2014Q3 202220
Parkside Financial Bank & Trust 1820.06%0.09%0.13%Q2 2014Q4 201920
Cetera Investment Advisers 1730.00%0.06%0.17%Q1 2016Q3 202320
Bollard Group LLC 1910.00%0.07%0.10%Q4 2014Q2 202320
HARDING LOEVNER LP 20200.00%0.38%0.83%Q3 2015Q2 202020
MML INVESTORS SERVICES, LLC 1280.00%0.01%0.02%Q2 2017Q3 202320
Kistler-Tiffany Companies, LLC 20200.00%0.02%0.04%Q2 2013Q1 201820
Prestige Wealth Management Group LLC 20200.00%0.00%0.02%Q4 2018Q3 202320
Patriot Financial Group Insurance Agency, LLC 1040.00%0.01%0.03%Q4 2016Q2 202220
Lindbrook Capital, LLC 20200.01%0.04%0.14%Q4 2018Q3 202320
Old Port Advisors 1810.56%0.83%1.11%Q2 2018Q3 202320
Cetera Advisors LLC 1210.00%0.02%0.05%Q2 2017Q3 202320
Henry James International Management Inc. 1280.08%0.16%0.33%Q3 2018Q3 202320
Covington Capital Management 1110.00%0.02%0.05%Q2 2013Q2 201920
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 20200.00%0.01%0.02%Q2 2013Q1 201820
Pacer Advisors, Inc. 610.00%0.11%0.49%Q4 2013Q3 202320
GENESEE VALLEY TRUST CO 20200.16%0.34%0.53%Q2 2013Q1 201820
RMB Capital Management, LLC 1370.01%0.02%0.06%Q2 2013Q1 202020
CIBC BANK USA 1540.04%0.06%0.16%Q2 2013Q4 201919
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.00%0.04%0.08%Q1 2014Q3 201819
Baird Financial Group, Inc. 19190.00%0.01%0.02%Q2 2015Q4 201919
Oakworth Capital, Inc. 19190.01%0.01%0.02%Q1 2014Q3 201819
CAPITAL GUARDIAN TRUST CO 1630.00%0.03%0.08%Q2 2013Q2 201819
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1010.01%0.14%0.31%Q3 2013Q4 201919
Private Capital Group, LLC 19190.00%0.02%0.04%Q4 2017Q2 202219
Zions Bancorporation, N.A. 19190.00%0.02%0.07%Q1 2019Q3 202319
EAGLE ASSET MANAGEMENT INC 1320.00%0.00%0.01%Q3 2015Q3 202319
Joel Isaacson & Co., LLC 1720.01%0.02%0.06%Q4 2012Q1 201919
DREMAN VALUE MANAGEMENT, L L C 1090.00%0.26%0.58%Q2 2013Q1 201819
Virtu KCG Holdings LLC 16160.01%0.05%0.40%Q3 2013Q2 201719
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.01%0.12%0.42%Q1 2015Q1 202319
Bell Bank 1630.34%0.70%1.27%Q2 2013Q3 201919
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.00%0.01%Q4 2015Q2 202019
Janney Capital Management LLC 19190.60%0.72%0.91%Q3 2015Q1 202019
Strategic Advisors LLC 1410.75%1.39%2.30%Q4 2013Q4 201919
Alexandria Capital, LLC 18180.00%0.00%0.01%Q2 2013Q3 201718
HENNESSY ADVISORS INC 1230.10%0.22%0.44%Q2 2013Q3 202318
Glassman Wealth Services 1620.00%0.01%0.02%Q3 2018Q3 202318
Bluefin Trading, LLC 620.00%0.03%0.14%Q2 2014Q1 202018
FIRST INTERSTATE BANK 18180.01%0.02%0.04%Q3 2015Q4 201918
ATLAS CAPITAL ADVISORS LLC 1010.00%0.02%0.20%Q2 2018Q3 202318
BerganKDV Wealth Management, LLC 18180.00%0.01%0.03%Q4 2018Q1 202318
RAYMOND JAMES TRUST N.A. 1410.01%0.02%0.04%Q2 2013Q4 201918
Smithfield Trust Co 1130.00%0.01%0.06%Q2 2013Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.03%Q2 2013Q3 201718
Mork Capital Management, LLC 1350.51%0.73%0.96%Q4 2016Q4 202118
PATHSTONE FAMILY OFFICE, LLC 1110.00%0.01%0.03%Q2 2017Q3 202318
Nationwide Fund Advisors 18180.05%0.06%0.10%Q2 2013Q3 201718
UBS AG 660.00%0.01%0.05%Q2 2013Q3 201418
COMMERCE BANK 980.00%0.01%0.01%Q1 2013Q1 202017
BREWIN DOLPHIN LTD 17170.02%0.07%0.12%Q3 2017Q3 202117
Sandy Spring Bank 740.00%0.00%0.01%Q2 2013Q3 202117
Whitnell & Co. 830.00%0.05%0.13%Q2 2013Q2 201817
CAPSTONE ASSET MANAGEMENT CO 17170.36%0.54%0.80%Q2 2013Q2 201717
Horrell Capital Management, Inc. 1070.01%0.01%0.02%Q1 2014Q2 201817
West Oak Capital, LLC 17170.00%0.00%0.03%Q2 2013Q2 201717
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
EVERGREEN CAPITAL MANAGEMENT LLC 1160.01%0.02%0.03%Q1 2018Q3 202317
TOCQUEVILLE ASSET MANAGEMENT L.P. 610.01%0.11%0.23%Q2 2013Q2 202117
CIBC Asset Management Inc 1070.00%0.01%0.03%Q2 2013Q1 201917
WFG Advisors, LP 17170.00%0.62%1.10%Q2 2013Q2 201717
Apriem Advisors 1610.02%0.03%0.04%Q2 2013Q2 201817
WRAPMANAGER INC 1610.08%0.13%0.18%Q1 2016Q2 202217
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1430.00%0.00%0.01%Q1 2015Q4 201917
Bedel Financial Consulting, Inc. 17170.00%0.01%0.01%Q1 2018Q1 202217
Valeo Financial Advisors, LLC 1210.00%0.01%0.02%Q3 2017Q3 202317
Independent Portfolio Consultants, Inc. 17170.20%0.35%0.54%Q2 2013Q2 201717
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.03%Q2 2013Q2 201917
LMR Partners LLP 720.14%1.74%5.10%Q3 2016Q1 202217
MERCER GLOBAL ADVISORS INC /ADV 1110.00%0.01%0.06%Q1 2019Q3 202317
CAZ INVESTMENTS LP 1510.68%1.28%1.88%Q4 2014Q4 201816
Mercer Capital Advisers, Inc. 16160.04%0.06%0.07%Q4 2014Q3 201816
HighMark Wealth Management LLC 16160.16%0.23%0.38%Q4 2019Q3 202316
Cresset Asset Management, LLC 820.00%0.01%0.02%Q4 2018Q3 202316
SAGE RHINO CAPITAL LLC 1150.07%0.13%0.24%Q1 2019Q3 202316
Forester Capital Management, LTD 880.09%0.13%0.21%Q2 2013Q2 201716
Timber Hill LLC 1010.00%0.03%0.09%Q2 2013Q4 201716
Avior Wealth Management, LLC 910.00%0.00%0.00%Q4 2018Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.01%0.02%Q4 2019Q3 202316
Tortoise Investment Management, LLC 1510.00%0.00%0.00%Q4 2012Q3 202316
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 16160.20%0.28%0.32%Q3 2016Q2 202016
First Allied Advisory Services, Inc. 1210.01%0.02%0.05%Q3 2013Q4 201716
Ethic Inc. 16160.05%0.15%0.40%Q4 2019Q3 202316
SCHRODER INVESTMENT MANAGEMENT GROUP 1510.00%0.00%0.00%Q2 2013Q4 201916
RHUMBLINE ADVISERS 1310.00%0.01%0.01%Q2 2013Q3 202316
MACQUARIE GROUP LTD 720.00%0.02%0.25%Q2 2013Q3 202316
Clarius Group, LLC 820.02%0.05%0.08%Q1 2019Q3 202316
Hochman Cole Investment Advisors, Inc. 1510.18%0.67%0.90%Q4 2015Q1 202016
Tradewinds Capital Management, LLC 16160.01%0.04%0.08%Q4 2013Q3 201716
Column Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
FLOW TRADERS U.S. LLC 510.01%0.06%0.18%Q2 2013Q2 202315
Corient Capital Partners, LLC 15150.02%0.04%0.06%Q1 2019Q3 202215
Cerity Partners LLC 710.00%0.04%0.09%Q1 2017Q3 202315
HIGH POINT BANK & TRUST CO 15150.00%0.00%0.00%Q2 2013Q4 201615
BRR OpCo, LLC 1410.09%0.22%0.32%Q2 2013Q1 201915
Rosenberg Matthew Hamilton 15150.03%0.06%0.15%Q1 2020Q3 202315
Hardman Johnston Global Advisors LLC 910.01%0.50%1.98%Q2 2013Q2 201815
Anchor Investment Management, LLC 1230.00%0.00%0.01%Q1 2016Q3 202015
PrairieView Partners, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 1140.00%0.00%0.01%Q4 2019Q3 202315
Ellevest, Inc. 1410.00%0.02%0.05%Q2 2019Q1 202315
INTEGRATED WEALTH COUNSEL, LLC 15150.01%0.10%0.29%Q2 2013Q4 201615
Edge Wealth Management LLC 15150.00%0.00%0.00%Q4 2014Q2 201815
AdvisorNet Financial, Inc 1110.00%0.00%0.01%Q4 2017Q3 202315
Jacobi Capital Management LLC 15150.01%0.02%0.05%Q1 2018Q3 202115
NINE MASTS CAPITAL Ltd 610.00%4.59%18.04%Q4 2014Q3 201915
BEACON INVESTMENT ADVISORY SERVICES, INC. 1210.01%0.04%0.05%Q3 2015Q4 201915
Ameritas Investment Partners, Inc. 15150.00%0.00%0.00%Q4 2015Q2 201915
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
Amici Capital, LLC 15150.12%0.18%0.43%Q2 2013Q4 201615
Proficio Capital Partners LLC 15150.03%0.09%0.14%Q4 2015Q2 201915
BlackRock Investment Management, LLC 15150.00%0.02%0.05%Q2 2013Q4 201615
RENAISSANCE GROUP LLC 870.30%0.40%0.51%Q2 2013Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
OFI Advisors LLC 1140.01%0.03%0.07%Q3 2011Q3 201515
HHM Wealth Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
TELEMUS CAPITAL, LLC 15150.02%0.04%0.07%Q1 2016Q3 201915
Bridgecreek Investment Management, LLC 15150.04%0.10%0.18%Q2 2016Q4 201915
Wealthspire Advisors, L.P. 14140.00%0.01%0.02%Q4 2015Q1 201914
MOTCO 910.00%0.00%0.00%Q2 2013Q3 202314
COMMERZBANK AKTIENGESELLSCHAFT /FI 14140.01%0.02%0.03%Q2 2013Q3 201614
Ledyard National Bank 1310.00%0.01%0.02%Q2 2013Q4 201814
MSI Financial Services Inc 1310.00%0.01%0.01%Q2 2013Q4 201614
PRUDENTIAL FINANCIAL INC 720.00%0.00%0.00%Q2 2013Q3 202314
Quantitative Investment Management, LLC 410.01%0.12%0.48%Q2 2013Q3 202114
Berkeley Capital Partners, LLC 14140.16%0.54%0.92%Q3 2016Q4 201914
THOMPSON DAVIS & CO., INC. 1310.01%0.03%0.04%Q4 2013Q3 201714
Trexquant Investment LP 310.02%0.08%0.25%Q4 2014Q3 202114
Atria Investments, Inc 1210.01%0.03%0.05%Q2 2013Q4 201914
HALL LAURIE J TRUSTEE 1130.01%0.01%0.02%Q4 2015Q2 201914
TWO SIGMA ADVISERS, LP 410.00%0.05%0.22%Q2 2013Q2 202114
Stellar Capital Management, LLC 14140.99%2.05%2.44%Q1 2017Q2 202014
NORTHROAD CAPITAL MANAGEMENT LLC 14141.95%2.42%2.83%Q2 2013Q3 201614
SALEM INVESTMENT COUNSELORS INC 860.00%0.00%0.01%Q3 2016Q2 202214
Greytown Advisors Inc. 14140.37%0.55%0.84%Q4 2016Q1 202014
YorkBridge Wealth Partners, LLC 14140.06%0.13%0.19%Q4 2016Q1 202014
Integrated Wealth Concepts LLC 860.04%0.05%0.06%Q2 2019Q3 202314
Athos Capital Ltd 14140.55%1.08%2.40%Q3 2017Q4 202014
FinTrust Capital Advisors, LLC 860.00%0.01%0.03%Q4 2018Q3 202314
MOODY NATIONAL BANK TRUST DIVISION 13130.01%0.01%0.02%Q3 2018Q3 202113
FIL Ltd 760.01%0.03%0.05%Q4 2018Q3 202313
Lenox Wealth Management, Inc. 13130.00%0.04%0.07%Q2 2017Q2 202013
STEVENS CAPITAL MANAGEMENT LP 710.01%0.07%0.15%Q2 2013Q4 202013
OPPENHEIMER ASSET MANAGEMENT INC. 13130.00%0.35%0.46%Q1 2017Q1 202013
KANALY TRUST CO 13130.00%0.01%0.03%Q4 2013Q4 201613
American Research & Management Co. 13130.00%0.00%0.00%Q3 2019Q3 202213
THOMPSON SIEGEL & WALMSLEY LLC 1210.00%0.00%0.00%Q1 2015Q4 201913
SMITH, MOORE & CO. 13130.05%0.07%0.10%Q3 2016Q3 201913
RELIANCE TRUST CO OF DELAWARE 13130.03%0.07%0.11%Q2 2013Q2 201613
WESTPORT RESOURCES MANAGEMENT INC 1120.00%0.04%0.36%Q2 2013Q3 201613
JOHNSON INVESTMENT COUNSEL INC 1120.01%0.01%0.01%Q2 2013Q3 201613
SHINE INVESTMENT ADVISORY SERVICES INC 13130.00%0.01%0.02%Q2 2017Q2 202013
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1120.00%0.08%0.15%Q1 2017Q3 202313
Ballentine Partners, LLC 1120.01%0.02%0.03%Q2 2017Q3 202313
BANCORPSOUTH INC 940.02%0.03%0.03%Q2 2013Q3 201713
TRILLIUM ASSET MANAGEMENT, LLC 13130.02%0.38%0.88%Q2 2013Q2 201613
Virtu Financial LLC 610.01%0.06%0.18%Q4 2017Q1 202313
AUGUSTINE ASSET MANAGEMENT INC 1010.09%1.87%2.80%Q4 2013Q3 202313
Cornerstone Wealth Management, LLC 1120.02%0.05%0.08%Q2 2017Q3 202313
Banque Cantonale Vaudoise 13130.00%0.00%0.00%Q3 2020Q3 202313
SEVEN EIGHT CAPITAL, LP 410.00%0.15%0.61%Q4 2013Q3 202313
Manchester Capital Management LLC 510.00%0.01%0.04%Q2 2013Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.04%Q3 2020Q3 202313
A.R.T. Advisors, LLC 510.01%0.10%0.26%Q3 2013Q4 201913
ABERDEEN ASSET MANAGEMENT PLC/UK 13130.02%0.03%0.03%Q2 2013Q2 201613
First Personal Financial Services 710.00%0.01%0.02%Q4 2014Q2 201913
Squarepoint Ops LLC 610.00%0.02%0.13%Q3 2016Q2 202313
Dynamic Capital Management Ltd 910.04%0.27%0.62%Q2 2013Q4 201712
Camarda Financial Advisors, LLC 1110.01%1.42%3.97%Q2 2016Q4 201912
Berman Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
EAGLE GLOBAL ADVISORS LLC 12120.11%0.15%0.25%Q2 2013Q1 201612
RONALD BLUE & CO LLC 1020.00%0.06%0.10%Q2 2013Q2 201712
CoreFirst Bank & Trust 12120.00%0.01%0.03%Q4 2020Q3 202312
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.01%0.04%Q4 2016Q4 202012
U S GLOBAL INVESTORS INC 210.00%0.20%0.81%Q3 2016Q2 202312
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
Ariel Investments 12120.01%0.02%0.04%Q3 2013Q2 201612
JCIC Asset Management Inc. 12120.02%0.03%0.04%Q4 2020Q3 202312
DODGE & COX 12120.00%0.27%0.59%Q2 2013Q1 201612
Connor, Clark & Lunn Investment Management Ltd. 510.00%0.04%0.09%Q4 2016Q3 202312
Banco Santander, S.A. 12120.00%0.01%0.01%Q2 2018Q1 202112
Archer Investment Corp 1020.00%0.00%0.00%Q4 2018Q3 202312
First Trust Direct Indexing L.P. 12120.10%0.18%0.25%Q4 2020Q3 202312
BRINKER CAPITAL INC 12120.02%0.03%0.04%Q2 2017Q1 202012
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.03%0.06%Q4 2018Q3 202112
HHG & Company, LLC 12120.15%0.27%0.40%Q2 2013Q1 201612
SIMON QUICK ADVISORS, LLC 620.00%0.00%0.02%Q1 2017Q1 202212
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q1 202112
NORGES BANK 12120.01%0.01%0.02%Q1 2020Q4 202212
Capital International Investors 12120.04%0.11%0.36%Q2 2013Q1 201612
West Family Investments, Inc. 12120.37%0.61%0.86%Q4 2020Q3 202312
CAPITAL ONE, NATIONAL ASSOCIATION 610.02%0.02%0.04%Q2 2013Q1 201812
Safeguard Investment Advisory Group, LLC 12120.11%0.27%0.44%Q4 2020Q3 202312
Truehand, Inc 12120.01%0.01%0.02%Q4 2018Q3 202112
RAY GERALD L & ASSOCIATES LTD 1020.03%0.05%0.08%Q2 2013Q3 201712
Financial Gravity Asset Management, Inc. 420.00%0.00%0.01%Q1 2018Q2 202312
Hudock, Inc. 840.00%0.02%0.08%Q2 2013Q4 201812
LSV ASSET MANAGEMENT 12120.00%0.00%0.00%Q3 2015Q2 201812
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
CAUSEWAY CAPITAL MANAGEMENT LLC 12120.16%0.57%0.95%Q2 2013Q1 201612
Vanguard Personalized Indexing Management, LLC 12120.03%0.06%0.07%Q4 2020Q3 202312
GAM Holding AG 11110.02%0.03%0.05%Q1 2015Q3 201711
PacWest Financial Management Inc 11110.24%0.97%1.32%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.00%0.00%0.01%Q4 2017Q2 202011
SCOUT INVESTMENTS, INC. 11111.09%1.60%2.47%Q2 2013Q4 201511
Fiera Capital Corp 1010.01%0.04%0.09%Q4 2013Q4 201611
BECK MACK & OLIVER LLC 11110.01%0.03%0.06%Q2 2013Q4 201511
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
SAL Trading, LLC 430.19%1.71%4.57%Q4 2021Q3 202311
Argyle Capital Management Inc. 11110.10%0.17%0.22%Q2 2013Q4 201511
Cetera Advisor Networks LLC 810.00%0.01%0.02%Q3 2014Q3 202311
Aristotle Capital Management, LLC 11110.06%0.11%0.21%Q2 2013Q4 201511
EXANE DERIVATIVES 410.00%0.04%0.30%Q4 2014Q4 201711
GRIFFIN ASSET MANAGEMENT, INC. 1010.00%0.16%0.24%Q2 2013Q2 201911
OppenheimerFunds, Inc. 11110.00%0.00%0.01%Q2 2013Q4 201511
CAPITAL ADVISORS INC/OK 11110.30%0.70%0.86%Q2 2017Q4 201911
Aspen Investment Management Inc 11110.33%0.43%0.53%Q3 2017Q1 202011
HRT FINANCIAL LP 510.00%0.05%0.21%Q2 2016Q2 202311
BOSTON FINANCIAL MANGEMENT LLC 11110.04%0.18%0.37%Q2 2013Q4 201511
Brinker Capital Investments, LLC 740.00%0.01%0.04%Q1 2019Q4 202211
MAI Capital Management 650.01%0.01%0.02%Q2 2017Q3 202311
WNY Asset Management, LLC 11110.04%0.07%0.09%Q1 2021Q3 202311
DRW Securities, LLC 410.01%0.07%0.32%Q4 2017Q1 202311
RPg Family Wealth Advisory, LLC 1010.01%0.03%0.06%Q4 2015Q3 201811
Highstreet Asset Management Inc. 11110.29%0.40%0.59%Q2 2013Q4 201511
PARK AVENUE SECURITIES LLC 710.01%0.01%0.03%Q2 2017Q3 202311
Zions Bancorporation 1010.01%0.01%0.03%Q1 2015Q4 201711
Avalon Investment & Advisory 740.02%0.05%0.09%Q2 2013Q2 201811
Legacy Financial Advisors, Inc. 610.04%0.06%0.10%Q4 2017Q3 202311
Voya Financial Advisors, Inc. 11110.02%0.03%0.04%Q2 2017Q4 201911
Key FInancial Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
Systematic Alpha Investments, LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
FARMERS TRUST CO 11110.08%0.10%0.12%Q2 2013Q4 201511
Moloney Securities Asset Management, LLC 11110.28%0.42%0.55%Q4 2016Q2 201911
Iron Horse Wealth Management, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
Hilltop Holdings Inc. 710.04%0.13%0.38%Q2 2013Q4 201911
Fieldpoint Private Securities, LLC 710.01%0.01%0.06%Q3 2017Q2 202211
Cardinal Capital Management 11110.52%0.70%0.81%Q2 2013Q4 201511
KELLEHER FINANCIAL ADVISORS 1010.11%0.42%0.75%Q1 2016Q4 201811
RITHOLTZ WEALTH MANAGEMENT 11110.02%0.05%0.09%Q1 2021Q3 202311
Traynor Capital Management, Inc. 11110.06%0.13%0.18%Q2 2017Q4 201911
Krilogy Financial LLC 910.01%0.01%0.02%Q3 2015Q3 201811
Quantbot Technologies LP 210.02%0.11%0.27%Q2 2013Q3 202311
Evercore Wealth Management, LLC 10100.00%0.01%0.02%Q2 2013Q3 201510
Pinnacle Wealth Planning Services, Inc. 810.04%0.06%0.08%Q4 2020Q3 202310
NEW YORK STATE COMMON RETIREMENT FUND 730.00%0.00%0.00%Q2 2019Q3 202310
Tradewinds Global Investors, LLC 10100.19%0.94%1.26%Q1 2014Q2 201610
Yorktown Management & Research Co Inc 10100.21%0.28%0.35%Q3 2013Q4 201510
D L CARLSON INVESTMENT GROUP INC 820.15%0.70%0.92%Q3 2014Q2 201910
Addison Advisors LLC 910.00%0.00%0.01%Q4 2020Q3 202310
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q2 202210
Antonetti Capital Management LLC 910.00%0.00%0.00%Q2 2010Q3 202310
CITY NATIONAL BANK 10100.00%0.04%0.12%Q2 2013Q3 201510
Capital Bank & Trust Co 10100.00%0.02%0.04%Q2 2017Q3 201910
Bayesian Capital Management, LP 410.07%0.16%0.34%Q3 2016Q3 202310
Endurance Wealth Management, Inc. 10100.00%0.00%0.00%Q1 2020Q2 202210
Claret Asset Management Corp 10100.09%0.12%0.17%Q4 2017Q1 202010
JNBA Financial Advisors 510.00%0.02%0.04%Q4 2015Q1 202010
MCDONALD PARTNERS LLC 730.05%0.16%0.26%Q1 2021Q3 202310
LORD, ABBETT & CO. LLC 10100.00%0.02%0.04%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Kemper Corp Master Retirement Trust 10100.52%0.57%0.64%Q2 2013Q3 201510
LifePlan Financial Group, Inc 10100.00%0.00%0.00%Q2 2018Q3 202010
Accel Wealth Management 10100.00%0.00%0.00%Q4 2020Q1 202310
MACROVIEW INVESTMENT MANAGEMENT LLC 820.00%0.00%0.00%Q3 2014Q3 202310
BALYASNY ASSET MANAGEMENT L.P. 410.01%0.02%0.07%Q3 2018Q3 202310
BALDWIN BROTHERS LLC/MA 550.00%0.01%0.02%Q3 2019Q4 202310
CSS LLC/IL 510.01%0.03%0.06%Q1 2017Q3 202310
Selective Wealth Management, Inc. 10100.02%0.03%0.05%Q2 2020Q3 202210
HOLLENCREST CAPITAL MANAGEMENT 640.00%0.03%0.07%Q4 2013Q3 202310
SVB WEALTH LLC 710.00%0.01%0.02%Q4 2014Q3 202310
Maven Securities LTD 550.23%10.50%29.85%Q4 2016Q4 201910
CONNABLE OFFICE INC 10100.10%0.22%0.32%Q2 2013Q3 201510
Veritable, L.P. 10100.01%0.01%0.02%Q4 2012Q1 201510
Altium Wealth Management LLC 10100.02%0.04%0.09%Q1 2020Q2 202210
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 910.00%0.00%0.00%Q3 2018Q3 202110
Citizens Business Bank 10100.06%0.11%0.14%Q4 2012Q1 201510
WESBANCO BANK INC 710.01%0.02%0.02%Q2 2013Q4 201710
Sunbelt Securities, Inc. 10100.63%0.87%1.20%Q4 2014Q1 201710
Rodgers Brothers Inc. 820.06%0.09%0.12%Q3 2013Q3 201910
Russell Investments Group, Ltd. 10100.00%0.01%0.02%Q2 2021Q3 202310
MERCATOR ASSET MANAGEMENT L P 101029.18%64.13%100.00%Q2 2013Q3 201510
OneDigital Investment Advisors LLC 910.01%0.03%0.07%Q2 2017Q4 202010
Qtron Investments LLC 730.16%0.27%0.38%Q2 2019Q3 202310
Sequoia Financial Advisors, LLC 810.01%0.01%0.02%Q2 2019Q3 202310
ALLIANCEBERNSTEIN L.P. 810.00%0.00%0.01%Q2 2013Q1 201910
NAVELLIER & ASSOCIATES INC 10100.01%0.02%0.02%Q3 2012Q4 201410
B. Riley Wealth Advisors, Inc. 710.00%0.04%0.10%Q2 2014Q3 202310
FineMark National Bank & Trust 10100.00%0.02%0.06%Q2 2013Q3 201510
South Dakota Investment Council 10100.00%0.00%0.00%Q3 2014Q4 201610
Convergence Investment Partners, LLC 910.00%0.08%0.23%Q2 2013Q1 201810
BANK OF THE WEST 610.04%0.06%0.08%Q4 2013Q3 201910
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
Regal Investment Advisors LLC 10100.00%0.00%0.01%Q2 2013Q3 201510
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Vestmark Advisory Solutions, Inc. 520.01%0.13%0.28%Q1 2019Q2 20239
TRUSTCORE FINANCIAL SERVICES, LLC 540.00%0.00%0.01%Q4 2017Q1 20209
MARSHALL WACE, LLP 210.00%0.07%0.23%Q3 2015Q1 20229
VICTORY CAPITAL MANAGEMENT INC 630.00%0.00%0.00%Q4 2014Q3 20239
Integrated Wealth Management 990.06%0.07%0.09%Q1 2015Q1 20179
KING LUTHER CAPITAL MANAGEMENT CORP 990.01%0.07%0.12%Q2 2013Q2 20159
Barrington Strategic Wealth Management Group LLC 990.74%0.95%1.28%Q2 2013Q2 20159
McIlrath & Eck, LLC 990.00%0.00%0.01%Q1 2019Q1 20219
WealthTrust-Arizona, LLC 990.01%0.02%0.02%Q4 2016Q4 20189
Independence Trust CO 990.22%0.26%0.29%Q2 2013Q2 20159
Israel Discount Bank of New York 990.04%0.04%0.05%Q1 2017Q1 20199
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Point View Wealth Management, Inc. 420.10%0.16%0.25%Q4 2013Q4 20179
MITCHELL & PAHL PRIVATE WEALTH, LLC 810.15%0.31%0.49%Q2 2021Q3 20239
FLIPPIN BRUCE & PORTER INC 990.76%0.91%1.03%Q1 2014Q1 20169
PIN OAK INVESTMENT ADVISORS INC 990.01%0.01%0.01%Q4 2017Q4 20199
Financial Management Professionals, Inc. 810.00%0.00%0.01%Q2 2020Q3 20239
RBF Capital, LLC 990.05%0.08%0.18%Q3 2021Q3 20239
RATIONAL ADVISORS LLC 990.11%0.32%0.57%Q2 2011Q2 20139
SANTA BARBARA ASSET MANAGEMENT, LLC 990.02%0.05%0.07%Q2 2013Q2 20159
Caption Management, LLC 410.07%0.26%0.90%Q1 2019Q2 20209
MERITAGE PORTFOLIO MANAGEMENT 540.36%0.53%0.68%Q1 2015Q3 20239
Tuscan Ridge Asset Management LLC 440.02%0.17%0.36%Q1 2019Q4 20199
WealthTrust Axiom LLC 810.08%0.09%0.10%Q1 2018Q2 20239
MANAGED ACCOUNT ADVISORS LLC 990.08%0.20%0.29%Q2 2013Q2 20159
Allianz Asset Management GmbH 810.00%0.05%0.07%Q2 2013Q1 20209
Capula Management Ltd 210.04%0.25%0.85%Q3 2019Q1 20219
Dynamic Technology Lab Private Ltd 310.03%0.17%0.58%Q1 2012Q3 20229
Sawyer & Company, Inc 990.01%0.01%0.02%Q2 2018Q2 20209
Arlington Partners LLC 810.00%0.00%0.01%Q1 2020Q3 20239
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Wealth Advisors of Tampa Bay, LLC 990.48%1.43%1.79%Q4 2017Q4 20199
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.10%Q4 2013Q2 20229
Qube Research & Technologies Ltd 310.01%0.05%0.15%Q3 2019Q3 20239
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 320.00%0.01%0.04%Q1 2020Q3 20239
Advisors Capital Management, LLC 990.13%0.60%0.85%Q1 2014Q1 20169
COLONY GROUP LLC 990.00%0.00%0.01%Q4 2013Q4 20159
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YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.05%0.06%0.07%Q1 2016Q1 20188
Baystate Wealth Management LLC 510.00%0.00%0.00%Q4 2016Q2 20238
Glen Harbor Capital Management LLC 880.02%0.02%0.03%Q4 2016Q3 20188
Sowell Financial Services LLC 710.00%0.00%0.00%Q4 2016Q1 20218
EVOKE WEALTH, LLC 410.00%0.00%0.01%Q3 2019Q3 20228
CANANDAIGUA NATIONAL BANK & TRUST CO 880.04%0.07%0.09%Q1 2018Q4 20198
ABNER HERRMAN & BROCK LLC 530.03%0.05%0.07%Q1 2014Q2 20188
PHILADELPHIA INTERNATIONAL ADVISORS LP 881.51%1.84%2.24%Q2 2013Q1 20158
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
QUANTUM CAPITAL MANAGEMENT 320.03%0.05%0.06%Q2 2013Q4 20178
Firestone Capital Management 880.00%0.00%0.00%Q4 2019Q3 20218
Counsel Portfolio Services Inc. 880.03%0.22%0.36%Q2 2013Q1 20158
PUZO MICHAEL J 880.14%0.21%0.30%Q4 2012Q3 20148
FNY Investment Advisers, LLC 410.00%0.27%0.84%Q4 2018Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.02%0.04%Q1 2019Q4 20208
Walleye Capital LLC 440.00%0.03%0.07%Q4 2022Q3 20238
TEXAS CAPITAL BANCSHARES INC/TX 880.14%0.26%0.43%Q2 2013Q1 20158
Exchange Capital Management, Inc. 510.00%0.01%0.02%Q4 2013Q3 20188
Balentine LLC 410.00%0.00%0.01%Q1 2015Q2 20208
Elkfork Partners LLC 880.02%0.02%0.02%Q4 2016Q3 20188
Meadow Creek Investment Management LLC 880.02%0.02%0.02%Q4 2016Q3 20188
BOSTON PRIVATE BANK & TRUST CO 880.01%0.25%0.53%Q2 2013Q1 20158
Ancora Advisors LLC 510.00%0.00%0.00%Q3 2018Q3 20228
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
TRUE Private Wealth Advisors 510.00%0.01%0.04%Q2 2018Q4 20208
FORTE CAPITAL LLC /ADV 880.24%0.36%0.43%Q2 2018Q1 20208
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Tyers Asset Management LLC 880.02%0.02%0.02%Q4 2016Q3 20188
Community Bank, N.A. 880.00%0.00%0.00%Q4 2017Q3 20198
Mawer Investment Management Ltd. 880.27%1.23%2.50%Q2 2013Q1 20158
MASSMUTUAL TRUST CO FSB/ADV 310.00%0.00%0.01%Q1 2014Q3 20178
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
CrestPoint Capital Management, LLC 880.12%0.99%1.87%Q4 2013Q3 20158
Princeton Global Asset Management LLC 880.00%0.02%0.04%Q4 2018Q3 20208
Winfield Associates, Inc. 880.02%0.03%0.03%Q1 2016Q4 20178
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J.W. COLE ADVISORS, INC. 710.02%0.04%0.05%Q1 2021Q1 20238
Winthrop Partners - WNY, LLC 880.27%0.36%0.42%Q4 2017Q3 20198
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
EDGE ASSET MANAGEMENT, INC 880.00%0.01%0.01%Q2 2013Q1 20158
Paloma Partners Management Co 210.00%0.01%0.02%Q3 2015Q2 20218
TCI Wealth Advisors, Inc. 510.00%0.01%0.06%Q3 2013Q4 20198
Grove Bank & Trust 440.00%0.01%0.02%Q4 2016Q3 20238
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PT ASSET MANAGEMENT, LLC 210.04%0.84%1.86%Q4 2014Q3 20168
MDE Group 880.05%0.06%0.07%Q2 2013Q1 20158
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q4 2013Q3 20158
Forum Financial Management, LP 880.02%0.03%0.04%Q4 2021Q3 20238
Allie Family Office LLC 880.19%0.22%0.27%Q4 2021Q3 20238
MGO ONE SEVEN LLC 620.18%0.25%0.32%Q4 2017Q4 20198
Blueshift Asset Management, LLC 310.02%0.05%0.09%Q1 2019Q3 20227
Princeton Alpha Management LP 430.05%0.15%0.34%Q4 2013Q1 20167
SHAPIRO ROBERT N 770.01%0.02%0.04%Q2 2013Q4 20147
PRIVATE TRUST CO NA 770.01%0.02%0.03%Q1 2013Q3 20147
Cypress Wealth Services, LLC 770.06%0.08%0.11%Q4 2017Q2 20197
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Financial Connections Group, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
PORTLAND INVESTMENT COUNSEL INC. 520.19%4.75%16.00%Q2 2013Q2 20157
THOMAS WHITE INTERNATIONAL LTD 430.41%0.80%1.35%Q2 2013Q2 20237
Joseph P. Lucia & Associates, LLC 410.00%0.00%0.00%Q1 2020Q1 20227
Avestar Capital, LLC 770.05%0.06%0.09%Q4 2017Q2 20197
AlphaMark Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
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Tarbox Family Office, Inc. 770.00%0.00%0.01%Q3 2015Q1 20177
First Command Financial Services, Inc. 310.00%0.00%0.00%Q1 2020Q4 20227
MARTIN CURRIE LTD 770.00%0.00%0.00%Q4 2017Q2 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.04%Q2 2013Q4 20147
PFS Partners, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Nuveen Fund Advisors, LLC 770.04%0.07%0.10%Q2 2016Q4 20177
Braun-Bostich & Associates Inc. 770.07%0.08%0.09%Q4 2017Q2 20197
Enterprise Trust & Investment Co 770.01%0.01%0.01%Q3 2019Q1 20217
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
BLACKROCK ADVISORS LLC 770.00%0.00%0.00%Q2 2013Q4 20147
Vise Technologies, Inc. 770.09%0.16%0.22%Q1 2022Q3 20237
Portland Global Advisors LLC 770.16%0.29%0.36%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
ZEKE CAPITAL ADVISORS, LLC 770.04%0.06%0.08%Q4 2016Q2 20187
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Calvert Investment Management, Inc. 770.10%0.13%0.14%Q2 2013Q4 20147
SCHNIEDERS CAPITAL MANAGEMENT LLC 770.10%0.14%0.20%Q4 2017Q2 20197
LGT Group Foundation 430.01%0.02%0.03%Q4 2021Q3 20237
Vontobel Holding Ltd. 770.00%0.01%0.01%Q1 2022Q3 20237
Brookfield Asset Management 310.01%0.03%0.05%Q2 2014Q2 20167
RUSSELL FRANK CO/ 770.00%0.00%0.01%Q2 2013Q4 20147
Summit Global Investments 770.02%0.18%0.28%Q1 2022Q3 20237
THOROUGHBRED FINANCIAL SERVICES, LLC 770.10%0.15%0.18%Q1 2022Q3 20237
STRATEGY ASSET MANAGERS LLC 770.06%0.09%0.11%Q2 2014Q4 20157
HAVENS ADVISORS LLC 771.34%1.77%2.48%Q2 2013Q4 20147
CKW FINANCIAL GROUP 770.01%0.03%0.06%Q4 2013Q2 20157
GUARDIAN CAPITAL LP 520.00%0.01%0.03%Q4 2013Q2 20177
COOKSON PEIRCE & CO INC 430.10%0.91%1.60%Q3 2017Q3 20237
Freestone Capital Holdings, LLC 310.00%0.04%0.08%Q2 2013Q1 20227
Placemark Investments, Inc. 770.14%0.23%0.36%Q2 2013Q4 20147
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 520.02%0.12%0.36%Q4 2021Q3 20237
Schechter Investment Advisors, LLC 770.02%0.07%0.12%Q1 2022Q3 20237
Hodges Capital Management Inc. 770.01%0.02%0.03%Q1 2017Q3 20187
ALTFEST L J & CO INC 510.12%0.26%0.30%Q4 2013Q4 20177
HOWE & RUSLING INC 610.00%0.01%0.02%Q2 2013Q4 20157
Miracle Mile Advisors, LLC 430.04%0.08%0.12%Q1 2018Q3 20237
Optiver Holding B.V. 410.00%0.01%0.02%Q1 2021Q1 20237
Waverly Advisors, LLC 520.00%0.01%0.01%Q3 2013Q3 20157
AXA S.A. 520.00%0.00%0.00%Q3 2020Q3 20237
NVWM, LLC 510.00%0.00%0.00%Q4 2018Q2 20237
Kovitz Investment Group Partners, LLC 770.03%0.06%0.08%Q4 2018Q2 20207
SG3 Management, LLC 310.01%0.76%5.16%Q4 2018Q1 20227
Douglas C. Lane & Associates, Inc. 770.01%0.27%0.66%Q2 2013Q4 20147
EMORY UNIVERSITY 430.00%0.00%0.01%Q2 2011Q4 20137
Lipe & Dalton 772.65%3.10%3.92%Q2 2013Q4 20147
THORNBURG INVESTMENT MANAGEMENT INC 520.06%0.30%0.52%Q2 2013Q2 20157
HABERER REGISTERED INVESTMENT ADVISOR INC 660.01%0.02%0.03%Q2 2013Q3 20146
Ferris Capital, LLC 510.01%0.01%0.02%Q2 2017Q1 20196
MILES CAPITAL, INC. 660.17%0.20%0.24%Q3 2016Q4 20176
Jump Trading, LLC 310.00%0.01%0.03%Q2 2015Q2 20166
BANQUE PICTET & CIE SA 660.00%0.00%0.00%Q1 2017Q2 20186
Dana Investment Advisors, Inc. 660.01%0.02%0.02%Q3 2014Q4 20156
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
IHT Wealth Management, LLC 660.02%0.03%0.06%Q4 2016Q1 20186
Strategic Global Advisors, LLC 660.03%0.07%0.10%Q2 2022Q3 20236
First Command Bank 310.00%0.00%0.00%Q1 2020Q4 20226
NumerixS Investment Technologies Inc 210.01%0.03%0.06%Q1 2016Q2 20206
One Wealth Advisors, LLC 410.10%0.17%0.30%Q4 2017Q4 20196
Crumly & Associates Inc. 660.09%0.17%0.24%Q2 2022Q3 20236
Lester Murray Antman dba SimplyRich 310.08%0.16%0.20%Q4 2017Q3 20236
GATEWAY INVESTMENT ADVISERS LLC 660.00%0.01%0.01%Q2 2013Q3 20146
CHEMICAL BANK 660.03%0.04%0.05%Q2 2014Q3 20156
Summit X, LLC 510.00%0.28%0.40%Q3 2018Q3 20206
Diversified Trust Co 660.02%0.03%0.04%Q4 2018Q1 20206
SEI TRUST CO 660.01%0.01%0.01%Q2 2013Q3 20146
COZAD ASSET MANAGEMENT INC 510.04%0.07%0.09%Q2 2018Q3 20236
HL FINANCIAL SERVICES LLC 660.01%0.02%0.02%Q2 2017Q3 20186
Pictet North America Advisors SA 660.03%0.03%0.03%Q1 2017Q2 20186
VAN ECK ASSOCIATES CORP 660.01%0.01%0.01%Q2 2013Q3 20146
Financial Architects, Inc 310.01%0.16%0.32%Q3 2014Q1 20186
MYCIO WEALTH PARTNERS, LLC 660.01%0.01%0.02%Q4 2014Q1 20166
Orion Portfolio Solutions, LLC 330.00%0.02%0.05%Q4 2019Q3 20236
Quilter Plc 330.00%0.01%0.04%Q4 2020Q3 20236
XTX Topco Ltd 510.06%0.10%0.16%Q2 2021Q2 20236
Aevitas Wealth Management, Inc. 660.10%0.11%0.12%Q4 2017Q1 20196
HOEY INVESTMENTS, INC 660.01%0.03%0.04%Q2 2022Q3 20236
Hollow Brook Wealth Management LLC 660.07%0.08%0.09%Q2 2013Q3 20146
RWA WEALTH PARTNERS, LLC 660.03%0.03%0.03%Q3 2017Q4 20186
1919 Investment Counsel, LLC 660.04%0.05%0.06%Q2 2013Q3 20146
Vantage Investment Partners, LLC 660.56%0.73%0.95%Q4 2017Q1 20196
Stifel Trust Company, N.A. 660.08%0.09%0.10%Q2 2013Q3 20146
SeaCrest Wealth Management, LLC 660.01%0.02%0.02%Q4 2017Q1 20196
BANK OF NOVA SCOTIA 310.00%0.02%0.05%Q2 2013Q2 20186
Laurel Wealth Planning LLC 660.00%0.00%0.00%Q3 2021Q4 20226
ELLINGTON MANAGEMENT GROUP LLC 210.01%1.74%5.07%Q2 2013Q4 20196
PITCAIRN CO 410.02%0.03%0.03%Q4 2016Q1 20206
OPTIMUM INVESTMENT ADVISORS 510.00%0.00%0.00%Q1 2018Q3 20196
FIRST NEW YORK SECURITIES LLC /NY 660.00%0.01%0.01%Q3 2014Q4 20156
Blueprint Investment Partners LLC 660.03%0.07%0.10%Q4 2021Q1 20236
Campbell & CO Investment Adviser LLC 110.05%0.49%0.92%Q2 2013Q3 20236
BAILARD, INC. 660.01%0.01%0.01%Q1 2022Q2 20236
Karp Capital Management Corp 410.00%0.09%0.32%Q4 2014Q3 20226
Naviter Wealth, LLC 660.41%0.47%0.53%Q2 2022Q3 20236
CENTAURUS FINANCIAL, INC. 510.01%0.05%0.08%Q2 2018Q1 20206
BRANDYWINE OAK PRIVATE WEALTH LLC 660.06%0.09%0.15%Q4 2018Q1 20206
LOOMIS SAYLES & CO L P 660.01%0.01%0.01%Q2 2013Q3 20146
PSI Advisors, LLC 510.00%0.01%0.02%Q4 2019Q3 20226
HANSEATIC MANAGEMENT SERVICES INC 660.00%0.00%0.01%Q1 2017Q2 20186
Icon Wealth Partners, LLC 660.05%0.09%0.14%Q4 2017Q1 20196
Laurion Capital Management LP 110.01%0.08%0.17%Q2 2013Q2 20166
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Arkadios Wealth Advisors 420.00%0.00%0.01%Q4 2019Q3 20216
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Main Street Research LLC 661.46%1.77%1.89%Q1 2017Q2 20186
Legacy Wealth Asset Management, LLC 550.15%0.17%0.18%Q3 2022Q3 20235
Catalyst Capital Advisors LLC 320.07%0.19%0.38%Q4 2017Q3 20235
HARTFORD INVESTMENT MANAGEMENT CO 550.01%0.01%0.01%Q4 2013Q4 20145
Partnervest Advisory Services LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Old North State Trust, LLC 550.01%0.01%0.01%Q3 2018Q3 20195
Koss-Olinger Consulting, LLC 550.05%0.18%0.23%Q3 2022Q3 20235
Gary Goldberg Planning Services Inc 440.00%0.00%0.01%Q1 2014Q4 20145
IEQ CAPITAL, LLC 410.01%0.01%0.01%Q2 2022Q3 20235
GHP Investment Advisors, Inc. 550.06%0.08%0.10%Q2 2013Q2 20145
COMERICA SECURITIES,INC. 410.00%0.06%0.09%Q1 2019Q4 20225
OLD NATIONAL BANCORP /IN/ 550.02%0.04%0.06%Q2 2013Q2 20145
PHYSICIANS FINANCIAL SERVICES, INC. 550.00%0.01%0.02%Q4 2015Q4 20165
Sugarloaf Wealth Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
MHI Funds, LLC 552.04%2.24%2.46%Q4 2017Q4 20185
Claybrook Capital, LLC 550.00%0.06%0.08%Q4 2017Q4 20185
Ergoteles LLC 210.02%0.04%0.08%Q3 2021Q2 20235
PRENTISS SMITH & CO INC 550.01%0.01%0.01%Q3 2015Q3 20165
Private Ocean, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Taylor Hoffman Wealth Management 550.01%0.01%0.01%Q4 2017Q4 20185
qPULA Trading Management LP 410.59%1.35%2.35%Q4 2020Q2 20225
WASHINGTON TRUST Co 410.00%0.00%0.00%Q2 2018Q3 20235
Squar Milner Financial Services LLC 550.00%0.01%0.01%Q2 2018Q2 20195
BlueCrest Capital Management Ltd 110.01%0.03%0.09%Q3 2014Q4 20205
Polaris Wealth Advisory Group, LLC 410.03%0.16%0.24%Q4 2015Q2 20185
Cypress Wealth Advisors LLC 310.08%0.12%0.14%Q2 2015Q1 20175
MILLER HOWARD INVESTMENTS INC /NY 551.35%1.50%1.62%Q4 2017Q4 20185
Wilmington Trust, National Association 550.02%0.02%0.03%Q2 2013Q2 20145
BAIRD ROBERT W & CO INC /WI/ 550.01%0.01%0.02%Q1 2014Q1 20155
LVW Advisors, LLC 550.10%0.15%0.20%Q4 2014Q4 20155
WELLINGTON MANAGEMENT GROUP LLP 410.00%0.06%0.09%Q2 2013Q3 20185
SOMERVILLE KURT F 550.17%0.20%0.23%Q4 2012Q4 20135
ORLEANS CAPITAL MANAGEMENT CORP/LA 550.21%0.45%0.70%Q3 2022Q3 20235
PDS Planning, Inc 320.04%0.05%0.06%Q2 2022Q3 20235
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q4 2013Q2 20215
First City Capital Management, Inc. 550.01%0.01%0.01%Q1 2014Q1 20155
ExodusPoint Capital Management, LP 210.01%0.01%0.02%Q4 2018Q1 20235
First Dallas Securities Inc. 550.18%0.23%0.27%Q1 2017Q1 20185
Haverford Trust Co 320.01%0.03%0.06%Q2 2013Q4 20145
WILMINGTON TRUST CO 550.03%0.06%0.07%Q2 2013Q2 20145
Aspire Private Capital, LLC 410.00%0.00%0.00%Q1 2019Q3 20205
Ranch Capital Advisors Inc. 550.00%0.00%0.00%Q4 2019Q4 20205
Lowe Wealth Advisors, LLC 550.01%0.12%0.16%Q4 2016Q4 20175
Clarus Wealth Advisors 550.00%0.00%0.01%Q2 2018Q2 20195
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 550.00%0.11%0.16%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.02%Q4 2016Q4 20175
Aquatic Capital Management LLC 210.02%0.08%0.13%Q4 2021Q3 20235
Sterling Capital Management LLC 210.00%0.01%0.05%Q2 2013Q3 20195
Beacon Capital Management, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
Jasper Ridge Partners, L.P. 550.01%0.01%0.01%Q2 2013Q2 20145
Perigon Wealth Management, LLC 310.00%0.00%0.00%Q2 2016Q4 20205
ACCURATE INVESTMENT SOLUTIONS, INC. 410.00%0.02%0.09%Q3 2016Q2 20185
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
Quantamental Technologies LLC 310.06%0.19%0.32%Q1 2019Q4 20225
Farmers National Bank 320.01%0.02%0.02%Q4 2017Q2 20195
HANSBERGER GLOBAL INVESTORS INC/FL 5512.40%13.16%14.60%Q2 2013Q2 20145
Optas, LLC 320.07%0.08%0.08%Q1 2022Q3 20235
Wilmington Funds Management Corp 550.16%0.17%0.18%Q2 2013Q2 20145
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
Truvestments Capital LLC 310.01%0.01%0.01%Q3 2018Q1 20205
Cooper Financial Group 550.08%0.10%0.11%Q3 2022Q3 20235
Cable Hill Partners, LLC 550.00%0.00%0.01%Q2 2017Q2 20185
Santa Fe Partners LLC 550.11%0.23%0.26%Q4 2014Q4 20155
Clark Capital Management Group, Inc. 210.03%0.24%0.42%Q2 2013Q3 20235
Brick & Kyle, Associates 550.00%0.00%0.00%Q3 2015Q3 20165
Horizon Investments, LLC 320.06%0.08%0.11%Q2 2017Q1 20195
CARLSON CAPITAL L P 310.12%0.48%0.94%Q2 2013Q1 20215
180 WEALTH ADVISORS, LLC 550.16%0.28%0.38%Q4 2017Q4 20185
ADVISOR PARTNERS II, LLC 550.11%0.13%0.14%Q3 2022Q3 20235
GQG Partners LLC 320.00%0.01%0.02%Q1 2018Q3 20225
BANK HAPOALIM BM 550.02%0.04%0.08%Q1 2014Q1 20155
SPOT TRADING L.L.C. 220.00%0.05%0.12%Q2 2017Q3 20175
TSFG, LLC 320.00%0.01%0.01%Q1 2019Q3 20235
SECURITY NATIONAL TRUST CO 550.01%0.02%0.02%Q3 2013Q3 20145
FORA Capital, LLC 210.04%0.13%0.24%Q4 2019Q1 20235
HM PAYSON & CO 210.00%0.00%0.00%Q2 2019Q3 20235
Capital Analysts, LLC 410.00%0.15%0.20%Q1 2014Q3 20235
Granahan Investment Management 550.01%0.02%0.03%Q4 2016Q4 20175
AllSquare Wealth Management LLC 550.00%0.00%0.00%Q3 2018Q3 20195
CAROLINAS WEALTH CONSULTING LLC 410.00%0.00%0.00%Q2 2020Q3 20235
1832 Asset Management L.P. 210.00%0.00%0.00%Q1 2014Q2 20165
Lourd Capital, LLC 550.08%0.15%0.24%Q4 2017Q4 20185
Five Oceans Advisors 550.18%0.19%0.20%Q3 2022Q3 20235
Oxbow Advisors, LLC 550.33%0.34%0.36%Q4 2015Q4 20165
Level Financial Advisors, Inc. 310.00%0.00%0.00%Q4 2021Q3 20234
Newbridge Financial Services Group, Inc. 440.01%0.02%0.03%Q4 2022Q3 20234
Quantinno Capital Management LP 440.06%0.10%0.17%Q4 2022Q3 20234
MITCHELL CAPITAL MANAGEMENT CO 310.07%0.16%0.22%Q3 2014Q3 20224
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 440.02%0.02%0.02%Q1 2018Q4 20184
Advisory Alpha, LLC 310.00%0.00%0.00%Q3 2019Q3 20204
COUNTRY TRUST BANK 440.00%0.00%0.00%Q1 2017Q4 20174
PATTON ALBERTSON MILLER GROUP, LLC 440.14%0.15%0.15%Q2 2019Q1 20204
FULTON BANK, N.A. 440.02%0.02%0.03%Q2 2014Q1 20154
Noked Capital LTD 310.32%0.49%0.69%Q4 2018Q4 20194
Jane Street Holding, LLC 330.01%0.01%0.03%Q2 2013Q4 20134
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Charter Oak Capital Management, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
DEERE & CO 440.05%0.05%0.06%Q1 2014Q4 20144
XR Securities LLC 210.00%0.02%0.03%Q4 2018Q4 20224
ROCKEFELLER FINANCIAL SERVICES INC 210.00%0.00%0.00%Q4 2013Q4 20174
Shelter Mutual Insurance Co 441.47%1.56%1.63%Q2 2013Q1 20144
CIM INVESTMENT MANAGEMENT INC 310.11%0.13%0.14%Q1 2014Q2 20174
A. D. Beadell Investment Counsel, Inc. 440.23%0.26%0.28%Q4 2014Q3 20154
Field & Main Bank 440.01%0.01%0.01%Q4 2017Q3 20184
Belvedere Trading LLC 220.00%0.00%0.01%Q3 2022Q4 20224
Kavar Capital Partners, LLC 310.00%0.00%0.00%Q1 2014Q4 20154
PARK NATIONAL CORP /OH/ 440.02%0.02%0.02%Q2 2013Q1 20144
Eagle Bay Advisors LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Tradeworx Inc. 220.13%0.24%0.38%Q1 2013Q3 20144
AMERICAN NATIONAL BANK 210.01%0.01%0.01%Q3 2014Q3 20234
Marshall Wace North America L.P. 310.00%0.07%0.15%Q4 2019Q3 20214
Hirtle Callaghan & Co LLC 440.03%0.03%0.03%Q3 2013Q2 20144
CLIFFORD SWAN INVESTMENT COUNSEL LLC 220.01%0.02%0.02%Q2 2013Q4 20174
Daiwa Securities Group Inc. 440.00%0.00%0.00%Q2 2013Q1 20144
Shoker Investment Counsel, Inc. 440.21%0.23%0.25%Q4 2013Q3 20144
Elite Wealth Management, Inc. 440.00%0.14%0.30%Q1 2013Q4 20134
Cypress Capital Management LLC (WY) 440.26%0.37%0.45%Q3 2017Q2 20184
Keel Point, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
NWAM LLC 440.07%0.08%0.10%Q3 2018Q2 20194
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.12%0.15%0.17%Q4 2022Q3 20234
PZENA INVESTMENT MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RMR Wealth Builders 210.00%0.02%0.06%Q4 2019Q1 20214
Vident Investment Advisory, LLC 440.00%0.02%0.05%Q3 2022Q2 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
MARINO, STRAM & ASSOCIATES LLC 440.00%0.00%0.00%Q2 2018Q1 20194
WEST BANCORPORATION INC 440.00%0.00%0.00%Q4 2019Q3 20204
WealthStone, Inc. 310.01%0.12%0.19%Q2 2019Q1 20214
GRATRY & Co LLC 311.78%2.26%2.79%Q2 2013Q4 20144
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
Sigma Planning Corp 440.01%0.03%0.05%Q3 2018Q2 20194
Capital Advisors, Ltd. LLC 310.00%0.00%0.00%Q4 2013Q3 20184
FIRST HAWAIIAN BANK 310.00%0.01%0.01%Q2 2013Q1 20194
Sound Income Strategies, LLC 310.00%0.00%0.01%Q2 2018Q3 20234
CANADA PENSION PLAN INVESTMENT BOARD 440.01%0.02%0.03%Q1 2019Q4 20194
Prospera Financial Services Inc 210.00%0.01%0.02%Q3 2020Q3 20234
Lee Financial Co 210.00%0.01%0.01%Q2 2017Q1 20224
SpiderRock Advisors, LLC 220.01%0.02%0.05%Q1 2017Q2 20174
Verdence Capital Advisors LLC 440.09%0.12%0.13%Q4 2022Q3 20234
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q1 2020Q3 20224
TURNER INVESTMENTS LLC 440.00%0.01%0.01%Q2 2013Q1 20144
Zweig-DiMenna Associates LLC 110.01%0.02%0.02%Q4 2014Q1 20174
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Airain ltd 210.07%0.17%0.37%Q4 2015Q2 20174
Bridgefront Capital, LLC 310.11%0.17%0.22%Q4 2020Q3 20224
Saba Capital Management, L.P. 220.09%0.31%0.89%Q1 2019Q2 20194
Kore Private Wealth LLC 310.00%0.00%0.01%Q4 2018Q2 20204
FIRST NIAGARA BANK 440.07%0.09%0.12%Q3 2015Q2 20164
Gallacher Capital Management LLC 440.15%0.19%0.21%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.01%0.01%Q4 2018Q3 20194
Alpha Cubed Investments, LLC 440.10%0.15%0.19%Q4 2013Q3 20144
Cadence Bank 440.02%0.02%0.02%Q4 2017Q3 20184
Crosspoint Capital Strategies, LLC 440.00%0.00%0.00%Q1 2015Q4 20154
Lombard Odier & Cie (Canada), Limited Partnership 440.03%0.04%0.05%Q4 2013Q3 20144
Global Financial Private Capital, Inc 440.01%0.05%0.09%Q4 2017Q3 20184
Noked Israel Ltd 310.32%0.49%0.69%Q4 2018Q4 20194
Quantitative Systematic Strategies LLC 110.06%0.12%0.23%Q4 2014Q3 20174
NORTHWEST WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Stratos Wealth Partners, LTD. 210.01%0.01%0.01%Q4 2017Q1 20204
Gupta Wealth Management LLC 440.00%0.01%0.01%Q1 2015Q4 20154
Park Place Capital Corp 440.00%0.01%0.01%Q4 2022Q3 20234
FNY Partners Fund LP 440.19%0.42%0.92%Q1 2017Q4 20174
Ashfield Capital Partners, LLC 440.01%0.01%0.02%Q2 2013Q1 20144
BDO Wealth Advisors, LLC 440.00%0.01%0.01%Q4 2017Q3 20184
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Raab & Moskowitz Asset Management LLC 210.00%0.10%0.21%Q3 2014Q4 20194
GSA CAPITAL PARTNERS LLP 110.01%0.07%0.20%Q3 2014Q2 20224
PDT Partners, LLC 210.01%0.05%0.10%Q2 2013Q3 20154
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 310.00%0.01%0.02%Q1 2017Q1 20184
Shelter Ins Profit Sharing 441.84%2.09%2.23%Q2 2013Q1 20144
Ensign Peak Advisors, Inc 440.02%0.02%0.03%Q2 2021Q1 20224
abrdn Investment Management Ltd 220.00%0.02%0.08%Q3 2013Q3 20144
HARBOR INVESTMENT ADVISORY, LLC 310.00%0.02%0.04%Q4 2019Q2 20234
Destiny Wealth Partners, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Snowden Capital Advisors LLC 210.00%0.01%0.01%Q3 2019Q2 20234
Stonebridge Capital Advisors LLC 310.00%0.00%0.00%Q4 2019Q3 20234
MURPHY CAPITAL MANAGEMENT INC 440.05%0.06%0.08%Q2 2013Q1 20144
HAMEL ASSOCIATES, INC. 440.35%0.53%0.59%Q1 2014Q4 20144
CPWM, LLC 310.08%0.10%0.12%Q4 2013Q3 20184
CITY HOLDING CO 440.00%0.00%0.00%Q3 2017Q2 20184
tru Independence LLC 310.00%0.00%0.00%Q4 2019Q4 20204
WASATCH ADVISORS LP 440.07%0.10%0.13%Q2 2014Q1 20154
Total Clarity Wealth Management, Inc. 210.01%0.02%0.03%Q4 2019Q4 20214
United Asset Strategies, Inc. 440.27%0.30%0.31%Q3 2014Q2 20154
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Mount Yale Investment Advisors, LLC 310.01%0.02%0.05%Q1 2018Q2 20194
Shelter Ins Retirement Plan 441.27%1.34%1.39%Q2 2013Q1 20144
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q1 2019Q1 20214
AJO, LP 440.00%0.00%0.01%Q2 2015Q1 20164
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
EDGAR LOMAX CO/VA 330.01%0.01%0.01%Q1 2023Q3 20233
FOUNDERS FINANCIAL SECURITIES LLC 330.38%0.38%0.39%Q2 2017Q4 20173
CREDIT AGRICOLE S A 210.00%0.00%0.00%Q3 2022Q3 20233
Pinkerton Retirement Specialists, LLC 110.00%0.01%0.03%Q2 2016Q2 20173
Ranger International Management, LP 210.05%0.73%1.96%Q2 2013Q2 20173
ROWLAND CARMICHAEL ADVISORS INC /ADV 210.11%0.13%0.15%Q4 2016Q4 20173
Strategic Wealth Partners, Ltd. 210.00%0.01%0.01%Q1 2018Q2 20193
Seminole Management Co., Inc. 330.23%0.77%1.25%Q2 2013Q4 20133
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q4 2020Q4 20213
ArchPoint Investors 330.00%0.00%0.00%Q4 2015Q2 20163
ASSOCIATED BANC-CORP 210.00%0.00%0.00%Q1 2020Q4 20203
AVIANCE CAPITAL MANAGEMENT, LLC 330.06%0.08%0.12%Q2 2016Q4 20163
Americana Partners, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
BLUEFIN CAPITAL MANAGEMENT, LLC 210.01%0.02%0.02%Q1 2021Q4 20213
Geneva Advisors, LLC 330.02%0.02%0.02%Q4 2016Q2 20173
First Eagle Investment Management, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
SYSTM Wealth Solutions LLC 330.04%0.04%0.04%Q1 2023Q3 20233
MASON STREET ADVISORS, LLC 330.02%0.04%0.06%Q3 2013Q1 20143
Bleakley Financial Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Salomon & Ludwin, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Schubert & Co 210.01%0.01%0.01%Q2 2022Q1 20233
Nilsine Partners, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Point72 Asset Management, L.P. 110.00%0.01%0.03%Q3 2019Q2 20223
LOMBARDIA CAPITAL PARTNERS LLC 330.01%0.01%0.02%Q3 2015Q1 20163
Weather Gauge Advisory, LLC 330.19%0.21%0.23%Q2 2019Q4 20193
CONNING INC. 210.01%0.12%0.33%Q2 2013Q1 20173
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
NAPLES GLOBAL ADVISORS, LLC 330.03%0.05%0.06%Q1 2018Q3 20183
Aris Wealth Services, Inc. 330.01%0.01%0.01%Q1 2015Q3 20153
BANK OF HAWAII 210.02%0.02%0.02%Q4 2013Q3 20143
Hoxton Financial, Inc. 330.03%0.03%0.04%Q2 2013Q4 20133
Perkins Coie Trust Co 210.00%0.00%0.00%Q2 2019Q3 20233
Realta Investment Advisors 330.00%0.01%0.01%Q2 2019Q4 20193
NIGHTVIEW CAPITAL, LLC 330.03%10.29%19.20%Q4 2017Q2 20183
JAG CAPITAL MANAGEMENT, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
CenterStar Fund, LLC 110.06%0.11%0.23%Q4 2016Q4 20163
CANTOR FITZGERALD, L. P. 210.01%0.13%0.24%Q1 2022Q4 20223
Ahrens Investment Partners LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Rathbones Group PLC 210.00%0.00%0.00%Q4 2022Q3 20233
NorthCoast Asset Management LLC 330.11%0.12%0.14%Q3 2013Q1 20143
Wealthstreet Investment Advisors, LLC 330.03%0.03%0.03%Q4 2017Q2 20183
IMA Wealth, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Cribstone Capital Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Larson Financial Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
BLUE SQUARE ASSET MANAGEMENT, LLC 330.19%0.26%0.36%Q3 2019Q1 20203
Saturna Capital CORP 210.00%0.00%0.00%Q4 2014Q4 20153
Allspring Global Investments Holdings, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Belpointe Asset Management LLC 210.00%0.02%0.06%Q1 2018Q1 20233
APG Asset Management N.V. 210.00%0.01%0.01%Q1 2022Q3 20233
Farmers & Merchants Trust Co of Chambersburg PA 330.01%0.01%0.01%Q4 2022Q2 20233
AMG National Trust Bank 330.01%0.01%0.01%Q3 2022Q1 20233
BRIGHTON JONES LLC 330.05%0.05%0.05%Q1 2014Q3 20143
Wolff Financial Management LLC 330.17%0.18%0.21%Q4 2018Q2 20193
Weiss Multi-Strategy Advisers LLC 210.15%0.24%0.32%Q1 2014Q1 20153
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
PALLADIEM, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Financial Gravity Companies, Inc. 210.00%0.00%0.01%Q4 2017Q4 20183
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.00%Q1 2023Q3 20233
VOYA INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q4 2022Q2 20233
GODSEY & GIBB, INC 330.00%0.02%0.04%Q3 2022Q1 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.03%0.04%0.04%Q4 2017Q3 20183
Cape Investment Advisory, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Horan Securities, Inc. 210.00%0.00%0.00%Q3 2016Q2 20173
NewSquare Capital LLC 330.00%0.00%0.00%Q4 2015Q2 20163
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BHF Kleinwort Benson Group S.A. 330.01%0.01%0.01%Q1 2014Q3 20143
Essex Savings Bank 330.00%0.01%0.02%Q4 2018Q2 20193
Intellectus Partners, LLC 330.03%0.03%0.03%Q4 2016Q2 20173
Cyrus J. Lawrence, LLC 210.01%0.02%0.03%Q1 2022Q4 20223
JT Stratford LLC 330.19%0.38%0.64%Q1 2023Q3 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q4 20193
Red Door Wealth Management, LLC 210.01%0.01%0.01%Q1 2020Q2 20213
MCF Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AE Wealth Management LLC 210.01%0.01%0.01%Q4 2022Q3 20233
PITTENGER & ANDERSON INC 210.04%0.05%0.06%Q4 2013Q4 20153
Vigilant Capital Management, LLC 210.00%0.00%0.00%Q2 2017Q2 20193
Schonfeld Strategic Advisors LLC 210.01%0.03%0.06%Q4 2016Q1 20213
Sonora Investment Management, LLC 110.00%0.00%0.00%Q3 2018Q2 20202
SAC Capital Advisors LP 220.00%0.00%0.00%Q4 2013Q1 20142
Y-Intercept (Hong Kong) Ltd 110.12%0.14%0.15%Q4 2020Q1 20232
Texas Yale Capital Corp. 110.01%0.02%0.04%Q3 2014Q2 20232
TUCKER ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Guild Investment Management, Inc. 110.21%0.83%1.44%Q1 2012Q4 20122
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.01%Q2 2016Q3 20182
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q4 20182
Western Wealth Management, LLC 220.05%0.06%0.06%Q4 2018Q1 20192
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
Versant Capital Management, Inc 110.00%0.00%0.00%Q4 2017Q1 20192
ING GROEP NV 220.79%0.95%1.10%Q2 2013Q3 20132
OLD SECOND NATIONAL BANK OF AURORA 220.00%0.00%0.01%Q2 2013Q3 20132
Hartford Financial Management Inc. 220.00%0.00%0.00%Q2 2014Q3 20142
Investors Capital Advisory Services 220.05%0.05%0.06%Q4 2015Q1 20162
Bristol Advisors, LLC 110.68%0.81%0.94%Q3 2017Q2 20182
WINTRUST INVESTMENTS LLC 220.10%0.12%0.14%Q2 2023Q3 20232
Legend Financial Advisors, Inc. 220.01%0.01%0.01%Q3 2022Q4 20222
Onex Canada Asset Management Inc. 220.20%0.32%0.44%Q2 2013Q3 20132
Barnett & Company, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
AIGEN INVESTMENT MANAGEMENT, LP 220.05%0.06%0.07%Q3 2020Q4 20202
SAROFIM FAYEZ 110.84%0.87%0.90%Q4 2012Q3 20132
Mizuho Asset Management Co.,Ltd. 220.18%0.19%0.20%Q2 2013Q3 20132
CADENCE BANK NA 220.16%0.16%0.16%Q3 2013Q4 20132
BSW Wealth Partners 220.07%0.07%0.07%Q1 2022Q2 20222
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q1 2014Q4 20192
Lucia Wealth Services, LLC 220.01%0.01%0.02%Q1 2018Q2 20182
TUDOR INVESTMENT CORP ET AL 110.01%0.02%0.03%Q1 2020Q3 20232
Summit Trail Advisors, LLC 220.05%0.05%0.06%Q4 2017Q1 20182
K2 PRINCIPAL FUND, L.P. 110.15%0.40%0.64%Q3 2015Q3 20152
Stamos Capital Partners, L.P. 110.25%0.51%0.76%Q2 2019Q1 20202
CALTON & ASSOCIATES, INC. 220.06%0.07%0.08%Q4 2017Q1 20182
FOX RUN MANAGEMENT, L.L.C. 110.07%0.08%0.09%Q1 2018Q2 20232
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q3 20232
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Legacy Advisors, LLC 110.00%0.00%0.00%Q1 2017Q3 20172
VisionPoint Advisory Group, LLC 220.07%0.07%0.08%Q1 2019Q2 20192
Formidable Asset Management, LLC 110.01%0.01%0.01%Q4 2013Q2 20142
SWS Partners 220.04%0.05%0.06%Q4 2017Q1 20182
CLIFFORD CAPITAL PARTNERS LLC 220.07%0.19%0.32%Q2 2023Q3 20232
ASCEND CAPITAL, LLC 220.19%0.27%0.35%Q3 2014Q4 20142
Argent Advisors, Inc. 220.40%0.40%0.40%Q4 2019Q1 20202
TIEDEMANN ADVISORS, LLC 220.03%0.03%0.03%Q4 2018Q1 20192
Acrospire Investment Management LLC 220.01%0.01%0.02%Q3 2016Q4 20162
Sound View Wealth Advisors, LLC 220.06%0.08%0.10%Q4 2018Q1 20192
Evolution Wealth Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Centerpoint Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Single Point Partners, LLC 110.06%0.07%0.08%Q2 2022Q1 20232
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q3 2018Q4 20182
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Essex Financial Services, Inc. 220.08%0.08%0.08%Q2 2013Q3 20132
Lavaca Capital LLC 220.04%0.04%0.04%Q4 2018Q1 20192
River Wealth Advisors LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Salient Capital Advisors, LLC 220.02%0.02%0.02%Q4 2015Q1 20162
Freedman Financial Associates, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
City State Bank 220.00%0.00%0.00%Q2 2022Q3 20222
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
INDUS CAPITAL PARTNERS, LLC 110.01%5.02%10.02%Q2 2013Q2 20132
Summit Financial Wealth Advisors, LLC 220.47%0.48%0.48%Q4 2015Q1 20162
ALETHEA CAPITAL MANAGEMENT, LLC 110.99%1.53%2.06%Q2 2017Q4 20172
BUCKINGHAM STRATEGIC WEALTH, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Sanders Capital, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2017Q1 20192
Beck Bode, LLC 220.64%0.67%0.70%Q1 2023Q2 20232
DAVENPORT & Co LLC 220.00%0.01%0.01%Q2 2023Q3 20232
PERSONAL CFO SOLUTIONS, LLC 220.05%0.05%0.05%Q1 2022Q2 20222
JANUS HENDERSON GROUP PLC 220.00%0.00%0.00%Q3 2021Q4 20212
Vantage Investment Advisors, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
Haafor (Singapore) Pte. Ltd. 110.16%0.35%0.54%Q4 2019Q3 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Premia Global Advisors, LLC 220.11%0.12%0.14%Q4 2017Q1 20182
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.82%1.62%Q2 2013Q3 20192
Echo Point Investment Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
HighTower Trust Company, N.A. 220.07%0.09%0.11%Q4 2015Q1 20162
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.02%0.02%Q2 2013Q3 20132
Savant Capital, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BBR PARTNERS, LLC 110.03%0.04%0.05%Q4 2016Q4 20192
Cowen Investment Management LLC 112.02%3.10%4.17%Q3 2019Q1 20202
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
AXQ CAPITAL, LP 220.14%0.33%0.52%Q4 2022Q1 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
OneAscent Financial Services LLC 220.13%0.14%0.15%Q4 2019Q1 20202
GlobalBridge, Inc. 220.15%0.15%0.15%Q2 2013Q3 20132
Guinness Atkinson Asset Management Inc 220.20%0.21%0.22%Q2 2013Q3 20132
Accredited Investors Inc. 220.19%0.20%0.20%Q3 2017Q4 20172
MIDAS MANAGEMENT CORP 220.18%0.42%0.66%Q1 2016Q2 20162
Sageworth Trust Co 220.00%0.00%0.00%Q4 2022Q1 20232
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q1 2015Q2 20152
Dorsey Wright & Associates 220.99%1.02%1.05%Q1 2022Q2 20222
Shorepoint Capital Partners LLC 221.03%1.06%1.09%Q1 2019Q2 20192
Blackhawk Capital Partners LLC. 220.08%0.09%0.11%Q1 2018Q2 20182
J.Safra Asset Management Corp 220.03%0.03%0.03%Q2 2016Q3 20162
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Nine Chapters Capital Management LLC 110.04%0.05%0.06%Q4 2013Q2 20142
1 NORTH WEALTH SERVICES LLC 220.10%0.11%0.11%Q3 2019Q4 20192
WFA of San Diego, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Thomas J. Herzfeld Advisors, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
Saiers Capital, LLC 110.02%0.03%0.05%Q4 2014Q4 20142
HBK INVESTMENTS L P 110.01%0.01%0.02%Q4 2016Q4 20182
ROTHSCHILD INVESTMENT LLC /IL 220.03%0.03%0.03%Q1 2016Q2 20162
First Heartland Consultants, Inc. 220.09%0.09%0.09%Q2 2014Q3 20142
MAPLE SECURITIES USA INC 110.02%0.03%0.03%Q3 2013Q2 20152
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
S.A. Mason LLC 220.03%0.03%0.03%Q4 2019Q1 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Omnia Family Wealth, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
Weil Company, Inc. 110.11%0.15%0.19%Q4 2017Q3 20192
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.01%Q1 2018Q2 20182
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Covenant Multifamily Offices, LLC 110.01%0.01%0.02%Q4 2017Q1 20192
SAMLYN CAPITAL, LLC 220.04%0.06%0.08%Q1 2022Q2 20222
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
Castle Hook Partners LP 110.46%1.18%1.91%Q2 2021Q1 20222
StellarOne CORP 220.04%0.04%0.04%Q2 2013Q3 20132
Schonfeld Group Holdings LLC 110.06%0.11%0.16%Q1 2014Q3 20152
WRIGHT INVESTORS SERVICE INC 220.10%0.10%0.10%Q2 2017Q3 20172
NEW ENGLAND ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2018Q3 20182
Wealth Quarterback LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2019Q3 20232
IFG Advisory, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2015Q3 20172
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Privium Fund Management B.V. 110.13%0.43%0.73%Q3 2022Q3 20222
Beacon Pointe Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Connectus Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20152
Procyon Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Jump Financial, LLC 110.02%0.03%0.05%Q4 2020Q2 20212
Royal Fund Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
swisspartners Advisors Ltd 220.09%0.10%0.10%Q1 2021Q2 20212
Alera Investment Advisors, LLC 220.02%0.03%0.03%Q4 2018Q1 20192
MRP Capital Investments, LLC 220.01%0.82%1.64%Q2 2023Q3 20232
PRINCETON CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Ridgewood Investments LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Legacy Capital Group California, Inc. 220.09%0.10%0.10%Q2 2023Q3 20232
Windsor Capital Management, LLC 110.00%0.00%0.01%Q4 2013Q3 20152
Parkwood LLC 220.05%0.06%0.07%Q1 2015Q2 20152
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q2 2013Q3 20172
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TCW GROUP INC 220.01%0.01%0.01%Q4 2015Q1 20162
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.01%0.01%Q3 2017Q3 20192
Ayalon Insurance Comp Ltd. 220.16%0.18%0.19%Q1 2015Q2 20152
Westover Capital Advisors, LLC 220.11%0.12%0.13%Q1 2021Q2 20212
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BlueCrest Capital Management LLP 110.22%0.22%0.22%Q1 2014Q1 20141
Founders Capital Management 110.01%0.01%0.01%Q1 2017Q1 20171
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
DUBUQUE BANK & TRUST CO 110.01%0.01%0.01%Q2 2017Q2 20171
BARROW HANLEY MEWHINNEY & STRAUSS LLC 110.01%0.01%0.01%Q4 2014Q4 20141
HORIZON BANCORP INC /IN/ 110.04%0.04%0.04%Q4 2019Q4 20191
CapWealth Advisors, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
DRIVE WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Avengers, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
AMUNDI ASSET MANAGEMENT US, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Csenge Advisory Group 110.01%0.01%0.01%Q3 2018Q3 20181
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Virtus Fund Advisers, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
DC Investments Management, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Emerald Advisors, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
HGI Capital Management, LLC 110.25%0.25%0.25%Q2 2018Q2 20181
WEATHERLY ASSET MANAGEMENT L. P. 110.08%0.08%0.08%Q4 2015Q4 20151
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
PARADIGM ASSET MANAGEMENT CO LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Susquehanna International Group Ltd. 110.33%0.33%0.33%Q2 2023Q2 20231
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 110.01%0.01%0.01%Q1 2021Q1 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Financial Advocates Investment Management 110.03%0.03%0.03%Q4 2017Q4 20171
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 112.16%2.16%2.16%Q2 2015Q2 20151
QRG CAPITAL MANAGEMENT, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
Engineers Gate Manager LP 110.02%0.02%0.02%Q1 2021Q1 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
STERNE AGEE GROUP, INC. 110.11%0.11%0.11%Q1 2014Q1 20141
Parisi Gray Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
JACKSON SQUARE CAPITAL, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Merit Financial Group, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
TIAA CREF TRUST CO FSB/MO 110.01%0.01%0.01%Q1 2014Q1 20141
NWK Group, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Vident Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.02%0.02%0.02%Q4 2018Q4 20181
Glenview Trust Co 110.03%0.03%0.03%Q4 2013Q4 20131
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Werba Rubin Papier Wealth Management 110.09%0.09%0.09%Q3 2023Q3 20231
Calamos Wealth Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
FIRST NATIONAL TRUST CO 110.05%0.05%0.05%Q2 2014Q2 20141
Tech Square Trading LP 112.30%2.30%2.30%Q4 2018Q4 20181
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Ironsides Asset Advisors, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Principal Street Partners, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
WealthTrust Asset Management, LLC 110.60%0.60%0.60%Q4 2022Q4 20221
Fosun International Ltd 110.03%0.03%0.03%Q2 2021Q2 20211
OLD MISSION CAPITAL, LLC 110.57%0.57%0.57%Q4 2020Q4 20201
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q3 2018Q3 20181
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Sculptor Capital LP 110.09%0.09%0.09%Q1 2020Q1 20201
Stephens Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Dougherty Wealth Advisers LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ALTERNA WEALTH MANAGEMENT, INC 110.06%0.06%0.06%Q4 2018Q4 20181
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Sustainable Insight Capital Management, LLC 110.26%0.26%0.26%Q4 2018Q4 20181
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Robertson Stephens Wealth Management, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
C M BIDWELL & ASSOCIATES LTD 110.56%0.56%0.56%Q3 2017Q3 20171
Regal Wealth Group, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
WELD CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q2 2019Q2 20191
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q2 2017Q2 20171
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q3 2017Q3 20171
Arbor Wealth Management, LLC 110.11%0.11%0.11%Q4 2015Q4 20151
Platte River Capital LLC 110.06%0.06%0.06%Q1 2014Q1 20141
Vantage Financial Partners Ltd., Inc. 110.16%0.16%0.16%Q3 2017Q3 20171
BAHL & GAYNOR INC 110.00%0.00%0.00%Q2 2017Q2 20171
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
StoneX Group Inc. 110.07%0.07%0.07%Q2 2017Q2 20171
Risk Paradigm Group, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q3 2015Q3 20151
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Cooperatieve Rabobank U.A. 110.09%0.09%0.09%Q2 2013Q2 20131
Pekin Hardy Strauss, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
MITCHELL SINKLER & STARR/PA 110.11%0.11%0.11%Q2 2013Q2 20131
First Allied Asset Management, Inc. 110.03%0.03%0.03%Q1 2015Q1 20151
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
G&S Capital LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Cordatus Wealth Management LLC 110.19%0.19%0.19%Q2 2023Q2 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20221
Canton Hathaway, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
TD Capital Management LLC 110.00%0.00%0.00%Q2 2013Q2 20131
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
SevenBridge Financial Group, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Rossmore Private Capital 110.04%0.04%0.04%Q4 2017Q4 20171
COWEN INC. 111.10%1.10%1.10%Q1 2019Q1 20191
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Aaron Wealth Advisors LLC 110.07%0.07%0.07%Q1 2022Q1 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Savior LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
AT Bancorp 110.15%0.15%0.15%Q1 2016Q1 20161
Ramirez Asset Management, Inc. 110.94%0.94%0.94%Q3 2023Q3 20231
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Atlantic Union Bankshares Corp 110.02%0.02%0.02%Q1 2014Q1 20141
STONNINGTON GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Choate Investment Advisors 110.00%0.00%0.00%Q2 2014Q2 20141
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q4 2022Q4 20221
Richard P Slaughter Associates Inc 110.38%0.38%0.38%Q4 2023Q4 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2016Q1 20161
Advocacy Wealth Management Services, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Penserra Capital Management LLC 110.03%0.03%0.03%Q3 2023Q3 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q4 2015Q4 20151
Stratos Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
BREMER TRUST NATIONAL ASSOCIATION 110.09%0.09%0.09%Q4 2013Q4 20131
Eaton Financial Holdings Company, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
JAMISON EATON & WOOD INC /NJ 110.02%0.02%0.02%Q3 2013Q3 20131
Arden Trust Co 110.02%0.02%0.02%Q1 2020Q1 20201
F3Logic, LLC 110.26%0.26%0.26%Q3 2020Q3 20201
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
AlphaCore Capital LLC 110.02%0.02%0.02%Q1 2020Q1 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Modera Wealth Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
MARINER INVESTMENT GROUP LLC 110.45%0.45%0.45%Q1 2023Q1 20231
Taylor Wealth Management Partners 110.00%0.00%0.00%Q1 2015Q1 20151
Edge Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GFS Advisors, LLC 110.13%0.13%0.13%Q4 2015Q4 20151
Lion Street Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Spears Abacus Advisors LLC 110.06%0.06%0.06%Q1 2015Q1 20151
IPG Investment Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
R&F Capital Advisors LP 110.11%0.11%0.11%Q4 2016Q4 20161
LEAVELL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q2 2010Q2 20101
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.04%0.04%0.04%Q2 2021Q2 20211
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
MENORA MIVTACHIM HOLDINGS LTD. 110.00%0.00%0.00%Q2 2013Q2 20131
INVESTMENT HOUSE LLC 110.14%0.14%0.14%Q4 2019Q4 20191
WestEnd Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Elmwood Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Paradigm Financial Advisors, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
SYMPHONY ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.09%0.09%0.09%Q1 2017Q1 20171
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
HNP Capital LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2016Q2 20161
Legal & General Group Plc 110.00%0.00%0.00%Q3 2018Q3 20181
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.03%0.03%0.03%Q3 2023Q3 20231
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Franklin, Parlapiano, Turner & Welch, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
MAVERICK CAPITAL LTD 110.01%0.01%0.01%Q3 2023Q3 20231
Artemis Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
XML Financial, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q2 2018Q2 20181
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Patten Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Klingman & Associates, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Teza Capital Management LLC 110.10%0.10%0.10%Q1 2017Q1 20171
TOWNSQUARE CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
FMA ADVISORY INC 110.04%0.04%0.04%Q2 2015Q2 20151
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Capricorn Fund Managers Ltd 112.13%2.13%2.13%Q1 2022Q1 20221
Liberty Mutual Group Asset Management Inc. 110.02%0.02%0.02%Q2 2016Q2 20161
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COWA, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
First Bank & Trust 110.00%0.00%0.00%Q2 2019Q2 20191
Capital Wealth Planning, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Steward Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Enlightenment Research, LLC 110.17%0.17%0.17%Q4 2018Q4 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.01%0.01%0.01%Q2 2014Q2 20141
TradeLink Capital LLC 110.48%0.48%0.48%Q1 2016Q1 20161
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2014Q4 20141
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q4 2013Q4 20131
Vestpro Financial Partners, Inc. dba CPF Texas 110.02%0.02%0.02%Q4 2017Q4 20171
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q3 2023Q3 20231
M Holdings Securities, Inc. 110.06%0.06%0.06%Q3 2014Q3 20141
Richard Bernstein Advisors LLC 110.00%0.00%0.00%Q1 2018Q1 20181
OXFORD ASSET MANAGEMENT LLP 110.07%0.07%0.07%Q2 2013Q2 20131
Enterprise Bank & Trust Co 110.09%0.09%0.09%Q1 2019Q1 20191
COMERICA SECURITIES INC 110.06%0.06%0.06%Q4 2018Q4 20181
Delphi Private Advisors LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Norway Savings Bank 110.00%0.00%0.00%Q3 2019Q3 20191
JET CAPITAL INVESTORS L P 111.78%1.78%1.78%Q3 2019Q3 20191
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Focused Wealth Management, Inc 110.02%0.02%0.02%Q3 2014Q3 20141
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.01%0.01%0.01%Q2 2013Q2 20131
PVG ASSET MANAGEMENT CORP 110.13%0.13%0.13%Q4 2017Q4 20171
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
External links

This page lists all the filers that currently own HSBC HLDGS PLC or have owned HSBC HLDGS PLC in the past.