HENRY JACK & ASSOC INC shareholder history

Current and past HENRY JACK & ASSOC INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 2023102
Citadel Advisors 3110.00%0.00%0.02%Q2 2013Q3 202387
Walleye Trading LLC 2210.00%0.00%0.02%Q2 2013Q3 202373
D. E. Shaw & Co., Inc. 42420.00%0.01%0.04%Q2 2013Q3 202359
HUNTINGTON NATIONAL BANK 59590.00%0.00%0.01%Q1 2009Q3 202359
SECURIAN ASSET MANAGEMENT, INC 49490.02%0.03%0.04%Q3 2011Q3 202349
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.03%Q1 2012Q3 202349
GLENMEDE TRUST CO NA 2410.00%0.02%0.14%Q3 2007Q3 202348
HSBC HOLDINGS PLC 47470.00%0.01%0.04%Q1 2012Q3 202348
BARCLAYS PLC 42420.00%0.01%0.02%Q2 2013Q3 202346
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202346
JANE STREET GROUP, LLC 1510.00%0.00%0.01%Q1 2014Q3 202343
CREDIT SUISSE AG/ 43430.01%0.02%0.04%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.01%0.03%0.10%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.05%0.08%Q2 2013Q3 202343
AQR Capital Management 4210.01%0.05%0.13%Q4 2012Q3 202343
COMMERCE BANK 43430.02%0.06%0.14%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.02%0.03%0.05%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.02%0.05%0.11%Q1 2013Q3 202343
Robeco Institutional Asset Management B.V. 42420.00%0.22%0.64%Q2 2013Q3 202342
Invesco Ltd. 42420.02%0.04%0.09%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.03%0.04%0.06%Q2 2013Q3 202342
TimesSquare Capital Management, LLC 42420.02%0.61%1.21%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.02%0.11%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.00%0.01%Q2 2013Q3 202342
Ledyard National Bank 42420.00%0.03%0.06%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.01%0.03%0.10%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.01%0.01%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.07%0.13%0.22%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.02%0.03%0.06%Q2 2013Q3 202342
BURNEY CO/ 42420.05%0.18%0.35%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.02%0.03%0.05%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.03%0.04%0.06%Q2 2013Q3 202342
STATE STREET CORP 42420.01%0.03%0.05%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.03%0.04%Q2 2013Q3 202342
UMB Bank, n.a. 42420.02%0.05%0.08%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.03%0.07%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.03%0.07%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.01%0.03%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.02%0.06%0.15%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.10%0.27%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.02%0.03%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42421.03%2.02%3.88%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.02%0.05%0.12%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.05%Q2 2013Q3 202342
MAI Capital Management 42420.01%0.04%0.08%Q2 2013Q3 202342
ATWOOD & PALMER INC 42420.51%0.74%1.12%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.10%0.19%0.28%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.02%0.03%0.06%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.02%0.09%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.02%0.10%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.02%0.03%0.06%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.02%0.05%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.03%0.11%0.38%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.00%0.03%0.08%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.01%0.02%0.04%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.01%0.03%Q2 2013Q3 202342
Retirement Planning Group, LLC 42420.08%0.14%0.22%Q2 2013Q3 202342
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 42420.66%0.84%1.16%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.06%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.02%0.04%0.07%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.01%0.03%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.01%0.02%0.05%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.00%0.06%0.38%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.02%0.02%0.04%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.02%0.03%0.21%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.02%0.04%0.08%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ProShare Advisors LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.02%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST MERCHANTS CORP 42420.12%0.62%1.14%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.07%0.23%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.04%0.07%0.12%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.00%0.04%0.09%Q2 2013Q3 202342
NORGES BANK 4020.00%0.02%0.04%Q2 2012Q4 202242
US BANCORP \DE\ 42420.01%0.04%0.08%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.03%Q2 2013Q3 202342
FORVIS Wealth Advisors, LLC 42420.69%1.75%2.45%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.01%0.10%0.20%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.03%0.11%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.02%0.03%0.05%Q2 2013Q3 202342
BARD ASSOCIATES INC 42420.33%0.46%0.80%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.02%0.05%0.11%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.08%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.05%0.11%Q2 2013Q3 202342
PEAK6 Investments LLC 850.00%0.01%0.02%Q3 2018Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
Copeland Capital Management, LLC 42420.43%1.37%2.66%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.03%0.04%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.64%1.27%1.81%Q2 2013Q3 202342
Utah Retirement Systems 42420.02%0.03%0.05%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.03%0.08%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.02%0.05%Q2 2013Q3 202342
Freedom Investment Management, Inc. 42420.03%0.19%0.74%Q2 2013Q3 202342
Swiss National Bank 42420.02%0.05%0.11%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.06%0.09%0.15%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.00%0.03%0.08%Q2 2013Q3 202342
WEYBOSSET RESEARCH & MANAGEMENT LLC 3560.92%1.49%1.97%Q2 2013Q3 202341
AMERICAN CAPITAL MANAGEMENT INC 29121.90%2.52%3.36%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.01%0.05%0.17%Q3 2013Q3 202341
Arizona State Retirement System 3380.02%0.04%0.10%Q1 2013Q3 202341
FEDERATED HERMES, INC. 4010.00%0.03%0.14%Q2 2013Q3 202341
BOKF, NA 3290.00%0.03%0.05%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.03%0.09%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.01%0.03%0.04%Q2 2013Q3 202341
MILLENNIUM MANAGEMENT LLC 1810.00%0.01%0.06%Q2 2013Q3 202341
OPPENHEIMER & CO INC 3740.02%0.03%0.09%Q2 2013Q3 202341
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202341
SignalPoint Asset Management, LLC 41410.19%3.40%10.32%Q3 2013Q3 202341
DUNCKER STREETT & CO INC 25160.00%0.01%0.01%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.02%0.04%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.00%0.04%0.11%Q3 2013Q3 202341
WOLVERINE TRADING, LLC 1610.00%0.00%0.01%Q2 2016Q3 202341
AMERICAN INTERNATIONAL GROUP, INC. 29120.01%0.04%0.08%Q2 2013Q3 202341
Advisors Asset Management, Inc. 26150.00%0.02%0.06%Q2 2013Q3 202341
Cardinal Capital Management 40400.11%0.44%0.70%Q4 2013Q3 202340
Legal & General Group Plc 40400.00%0.02%0.05%Q4 2013Q3 202340
WEDGE CAPITAL MANAGEMENT L L P/NC 40400.00%0.03%0.80%Q3 2013Q2 202340
Louisiana State Employees Retirement System 40400.02%0.06%0.14%Q4 2013Q3 202340
GREAT WEST LIFE ASSURANCE CO /CAN/ 40400.00%0.03%0.07%Q4 2013Q3 202340
SMITH, MOORE & CO. 40400.07%0.12%0.18%Q4 2013Q3 202340
LPL Financial LLC 3550.00%0.00%0.01%Q2 2013Q3 202340
AMALGAMATED BANK 40400.03%0.06%0.10%Q4 2013Q3 202340
COMERICA BANK 3910.02%0.04%0.06%Q2 2013Q3 202340
Court Place Advisors, LLC 40403.59%4.56%5.80%Q4 2013Q3 202340
Penobscot Investment Management Company, Inc. 40400.05%0.16%0.30%Q4 2013Q3 202340
MARTINGALE ASSET MANAGEMENT L P 40400.01%0.18%0.39%Q2 2013Q1 202340
FDx Advisors, Inc. 27130.02%0.05%0.15%Q2 2013Q2 202340
SFMG, LLC 3910.02%0.48%1.50%Q2 2013Q2 202340
SHELL ASSET MANAGEMENT CO 2630.02%0.08%0.28%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.05%0.11%Q1 2014Q3 202339
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q2 2013Q3 202339
MACKENZIE FINANCIAL CORP 38380.00%0.10%0.29%Q2 2014Q3 202339
Silver Lake Advisory, LLC 3630.72%1.28%2.41%Q4 2013Q3 202339
BNP PARIBAS FINANCIAL MARKETS 3210.00%0.01%0.03%Q2 2013Q3 202339
WESTPAC BANKING CORP 27110.01%0.06%0.15%Q2 2013Q1 202338
ATLANTA CAPITAL MANAGEMENT CO L L C 38380.48%1.13%1.76%Q2 2013Q3 202238
RAYMOND JAMES & ASSOCIATES 38380.01%0.04%0.08%Q2 2014Q3 202338
Tower Research Capital LLC (TRC) 2540.00%0.02%0.09%Q3 2013Q3 202338
Allianz Asset Management GmbH 2910.00%0.01%0.03%Q2 2013Q3 202338
LOS ANGELES CAPITAL MANAGEMENT LLC 38380.00%0.09%0.26%Q2 2013Q3 202238
LORD, ABBETT & CO. LLC 21170.03%0.11%0.37%Q2 2013Q3 202338
FMR LLC 3030.00%0.00%0.01%Q2 2013Q3 202337
FIFTH THIRD BANCORP 2050.00%0.00%0.00%Q2 2013Q3 202337
ARROW FINANCIAL CORP 37370.00%0.00%0.01%Q3 2014Q3 202337
CWM, LLC 2980.00%0.30%1.33%Q2 2014Q3 202337
M&T BANK CORP 37370.00%0.01%0.02%Q3 2014Q3 202337
WESBANCO BANK INC 1240.01%0.02%0.05%Q2 2013Q3 202337
WENDELL DAVID ASSOCIATES INC 37370.07%0.32%0.52%Q3 2014Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.01%0.12%0.20%Q3 2014Q3 202337
ROCKY MOUNTAIN ADVISERS, LLC 37370.00%0.01%0.02%Q3 2014Q3 202337
CIBC Asset Management Inc 3240.00%0.02%0.09%Q4 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.02%0.02%0.04%Q2 2013Q1 202236
COLONY GROUP LLC 36360.05%0.13%0.33%Q4 2013Q3 202236
KEYBANK NATIONAL ASSOCIATION/OH 2970.00%0.00%0.01%Q4 2012Q3 202336
SEI INVESTMENTS CO 36360.01%0.04%0.10%Q4 2014Q3 202336
NewEdge Advisors, LLC 36360.01%0.76%2.72%Q4 2014Q3 202336
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
Capital International Investors 36360.00%0.05%0.12%Q4 2014Q3 202336
CIBC Private Wealth Group, LLC 36360.07%0.73%1.70%Q4 2014Q3 202336
Rafferty Asset Management, LLC 3510.01%0.03%0.13%Q2 2014Q3 202336
Bath Savings Trust Co 36360.34%1.03%1.54%Q4 2014Q3 202336
NICHOLAS COMPANY, INC. 23120.02%0.16%0.35%Q2 2013Q3 202335
ROYCE & ASSOCIATES LP 35350.03%0.24%0.37%Q2 2013Q4 202135
Janney Montgomery Scott LLC 35350.00%0.04%0.07%Q1 2015Q3 202335
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 35350.01%0.27%0.53%Q1 2015Q3 202335
BOSTON FINANCIAL MANGEMENT LLC 35350.05%0.42%0.98%Q1 2015Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.00%0.01%0.03%Q1 2015Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.02%0.04%Q1 2015Q3 202335
EAGLE ASSET MANAGEMENT INC 2870.01%0.01%0.04%Q2 2013Q3 202335
FULLER & THALER ASSET MANAGEMENT, INC. 35350.00%0.00%0.01%Q2 2013Q4 202135
JACOBSON & SCHMITT ADVISORS, LLC 35351.83%2.71%3.38%Q1 2015Q3 202335
Trust Co 35350.28%0.88%2.17%Q1 2015Q3 202335
Asset Management One Co., Ltd. 2690.02%0.04%0.09%Q3 2014Q3 202335
Cubist Systematic Strategies, LLC 2510.00%0.05%0.13%Q2 2014Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.01%0.02%Q2 2015Q3 202334
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.02%0.13%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.00%0.00%0.00%Q4 2013Q1 202234
DUPONT CAPITAL MANAGEMENT CORP 34340.02%0.08%0.14%Q1 2015Q2 202334
ASSETMARK, INC 34340.00%0.00%0.01%Q2 2015Q3 202334
World Asset Management Inc 34340.01%0.02%0.04%Q2 2013Q3 202134
HOLLENCREST CAPITAL MANAGEMENT 2490.01%0.05%0.08%Q1 2015Q3 202333
HighTower Advisors, LLC 2940.00%0.01%0.03%Q2 2015Q3 202333
Endurance Wealth Management, Inc. 33330.00%0.01%0.01%Q2 2015Q2 202333
ALPS ADVISORS INC 1640.00%0.01%0.04%Q3 2013Q3 202333
First Personal Financial Services 33330.00%0.01%0.02%Q4 2014Q4 202233
Gemmer Asset Management LLC 33330.00%0.01%0.01%Q1 2014Q1 202233
DIVIDEND ASSETS CAPITAL, LLC 33330.02%0.30%1.44%Q3 2015Q3 202333
SCOUT INVESTMENTS, INC. 2670.05%0.42%0.92%Q2 2013Q3 202333
SEGALL BRYANT & HAMILL, LLC 33330.00%0.06%0.34%Q4 2014Q4 202233
Versant Capital Management, Inc 33330.00%0.01%0.01%Q4 2015Q4 202333
WELLINGTON MANAGEMENT GROUP LLP 1410.00%0.01%0.04%Q3 2013Q1 202333
AMP Capital Investors Ltd 18150.00%0.04%0.22%Q2 2013Q3 202133
Parkside Financial Bank & Trust 33330.02%0.03%0.06%Q3 2015Q3 202333
EULAV Asset Management 32320.06%0.54%1.39%Q4 2015Q3 202332
MACQUARIE GROUP LTD 2570.00%0.00%0.00%Q2 2013Q3 202332
Epoch Investment Partners, Inc. 32320.01%0.05%0.14%Q4 2015Q3 202332
PRUDENTIAL PLC 32320.00%0.01%0.04%Q4 2015Q3 202332
BANK OF NOVA SCOTIA 20120.00%0.01%0.02%Q1 2015Q3 202332
Anchor Investment Management, LLC 32320.00%0.01%0.05%Q1 2016Q4 202332
State of Alaska, Department of Revenue 32320.01%0.05%0.11%Q4 2015Q3 202332
Pacer Advisors, Inc. 32320.00%0.05%0.16%Q4 2015Q3 202332
B. Riley Wealth Advisors, Inc. 22100.01%0.05%0.09%Q1 2014Q3 202332
WELCH & FORBES LLC 32320.01%0.02%0.03%Q4 2015Q3 202332
NORDEA INVESTMENT MANAGEMENT AB 3020.00%0.05%0.15%Q1 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.06%0.10%0.14%Q2 2013Q1 202132
TORRAY INVESTMENT PARTNERS LLC 2830.02%0.17%0.29%Q1 2014Q3 202331
ACADIAN ASSET MANAGEMENT LLC 2310.00%0.18%0.52%Q3 2013Q2 202231
Cambridge Investment Research Advisors, Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
Aperio Group, LLC 31310.02%0.05%0.11%Q2 2013Q4 202031
MASON STREET ADVISORS, LLC 31310.02%0.06%0.13%Q2 2013Q4 202031
Tributary Capital Management, LLC 31310.06%0.22%0.46%Q2 2013Q4 202031
AMERICAN CENTURY COMPANIES INC 1610.00%0.00%0.02%Q2 2013Q3 202331
RAYMOND JAMES TRUST N.A. 31310.01%0.02%0.03%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.01%0.01%0.02%Q1 2016Q3 202331
First Horizon Advisors, Inc. 2290.00%0.00%0.00%Q4 2014Q3 202331
CONGRESS ASSET MANAGEMENT CO /MA 31310.01%0.84%1.52%Q2 2013Q4 202031
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
FCF Advisors LLC 2110.49%0.87%1.21%Q4 2014Q4 202330
Stratos Wealth Partners, LTD. 2910.01%0.04%0.06%Q3 2015Q3 202330
Advisory Services Network, LLC 2730.00%0.01%0.02%Q1 2016Q3 202330
Private Advisor Group, LLC 2730.00%0.01%0.03%Q1 2016Q3 202330
WESTFIELD CAPITAL MANAGEMENT CO LP 30300.01%0.04%0.08%Q3 2013Q4 202030
Baird Financial Group, Inc. 18120.00%0.07%0.22%Q2 2015Q3 202330
Simmons Bank 15150.02%3.66%12.15%Q1 2016Q3 202330
STRS OHIO 2810.00%0.03%0.07%Q2 2013Q3 202230
NOMURA ASSET MANAGEMENT CO LTD 2640.00%0.02%0.03%Q1 2016Q3 202330
SIGNATUREFD, LLC 2370.00%0.01%0.02%Q1 2015Q3 202330
AVIVA PLC 30300.03%0.15%0.30%Q2 2016Q3 202330
SYNOVUS FINANCIAL CORP 29290.01%0.06%0.10%Q3 2016Q3 202329
Skandinaviska Enskilda Banken AB (publ) 2810.00%0.06%0.16%Q1 2016Q3 202329
BROWN BROTHERS HARRIMAN & CO 2810.00%0.00%0.00%Q3 2013Q1 202329
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2630.00%0.05%0.23%Q2 2016Q3 202329
FRANKLIN RESOURCES INC 2620.00%0.01%0.06%Q2 2016Q3 202328
NICHOLS & PRATT ADVISERS LLP /MA 28280.02%0.03%0.04%Q3 2016Q2 202328
QS Investors, LLC 2350.00%0.01%0.06%Q2 2013Q2 202128
Russell Investments Group, Ltd. 28280.01%0.03%0.06%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.02%0.03%Q4 2016Q3 202328
Atria Investments, Inc 14140.01%0.03%0.06%Q3 2016Q3 202328
WEST PACES ADVISORS INC. 28280.03%0.06%0.14%Q4 2016Q3 202328
Renaissance Technologies 1210.00%0.04%0.16%Q2 2013Q1 202328
Empire Life Investments Inc. 28280.02%0.07%0.14%Q4 2016Q3 202328
Capital International, Inc./CA/ 27270.00%0.12%0.66%Q4 2016Q2 202327
Steward Partners Investment Advisory, LLC 27270.01%0.04%0.05%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.05%0.11%Q1 2017Q3 202327
SMITH SHELLNUT WILSON LLC /ADV 2160.58%1.16%2.03%Q4 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
ClariVest Asset Management LLC 2430.00%0.01%0.11%Q2 2013Q3 202027
CAPSTONE INVESTMENT ADVISORS, LLC 810.00%0.00%0.02%Q1 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.06%Q4 2016Q3 202327
Legacy Private Trust Co. 27270.04%0.16%0.29%Q3 2013Q1 202027
Mariner, LLC 1510.01%0.02%0.03%Q2 2015Q3 202327
KBC Group NV 2610.01%0.03%0.14%Q2 2015Q3 202327
BB&T SECURITIES, LLC 26260.01%0.02%0.03%Q2 2013Q3 201926
Municipal Employees' Retirement System of Michigan 2060.01%0.10%0.16%Q3 2013Q1 202026
Formidable Asset Management, LLC 1610.30%0.45%0.71%Q2 2016Q3 202326
BROWN ADVISORY INC 26260.00%0.01%0.02%Q2 2017Q3 202326
Hikari Power Ltd 26260.18%0.25%0.38%Q2 2017Q3 202326
Sumitomo Mitsui Trust Holdings, Inc. 26260.02%0.04%0.06%Q2 2017Q3 202326
Mitsubishi UFJ Asset Management Co., Ltd. 26260.02%0.04%0.19%Q2 2017Q3 202326
Daiwa Securities Group Inc. 26260.00%0.01%0.04%Q2 2017Q3 202326
Meiji Yasuda Asset Management Co Ltd. 26260.03%0.16%0.23%Q2 2017Q3 202326
TWIN CAPITAL MANAGEMENT INC 1210.08%0.24%0.49%Q2 2013Q3 202126
Mitsubishi UFJ Trust & Banking Corp 26260.04%0.15%0.34%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.01%0.01%0.02%Q2 2013Q3 201926
BNP Paribas Asset Management Holding S.A. 26260.00%0.12%0.39%Q2 2017Q3 202326
Gulf International Bank (UK) Ltd 26260.03%0.04%0.05%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.01%0.02%Q2 2017Q3 202326
C M BIDWELL & ASSOCIATES LTD 26260.00%0.02%0.20%Q2 2017Q3 202326
Korea Investment CORP 26260.01%0.03%0.08%Q2 2017Q3 202326
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 26260.01%0.02%0.10%Q2 2017Q3 202326
APG Asset Management N.V. 26260.00%0.45%1.93%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.05%0.08%0.13%Q3 2016Q3 202326
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 26260.03%0.06%0.13%Q2 2017Q3 202326
IBM Retirement Fund 1510.02%0.03%0.05%Q2 2013Q1 202226
Sumitomo Mitsui DS Asset Management Company, Ltd 26260.01%0.02%0.04%Q2 2017Q3 202326
FIRST QUADRANT LLC/CA 2420.00%0.13%0.55%Q2 2013Q2 202026
HARTFORD INVESTMENT MANAGEMENT CO 2220.01%0.03%0.06%Q3 2013Q3 202326
Squarepoint Ops LLC 1610.01%0.05%0.12%Q4 2015Q3 202326
Conestoga Capital Advisors, LLC 26260.04%0.27%0.53%Q2 2017Q3 202326
TORONTO DOMINION BANK 26260.00%0.01%0.02%Q2 2017Q3 202326
RMB Capital Management, LLC 26260.22%0.91%1.69%Q2 2017Q3 202326
Echo Street Capital Management LLC 1710.00%0.32%1.12%Q3 2013Q2 202326
LAZARD ASSET MANAGEMENT LLC 1110.00%0.01%0.05%Q3 2014Q2 202325
NEUMEIER POMA INVESTMENT COUNSEL LLC 25251.60%3.41%5.13%Q2 2013Q2 201925
Jefferies Group LLC 1810.00%0.01%0.02%Q2 2013Q4 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
JANUS HENDERSON GROUP PLC 2320.00%0.06%0.25%Q2 2017Q3 202325
Hikari Tsushin, Inc. 1780.14%0.20%0.26%Q2 2017Q3 202325
GAM Holding AG 2410.01%0.12%0.23%Q2 2017Q3 202325
Livforsakringsbolaget Skandia, Omsesidigt 25250.00%0.01%0.02%Q3 2017Q3 202325
Vident Investment Advisory, LLC 25250.01%0.04%0.12%Q1 2017Q1 202325
Mn Services Vermogensbeheer B.V. 15100.03%0.06%0.11%Q2 2017Q3 202325
CAPITAL GUARDIAN TRUST CO 25250.54%0.81%1.06%Q2 2013Q2 201925
HL FINANCIAL SERVICES LLC 24240.01%0.03%0.05%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Boston Trust Walden Corp 24240.09%0.18%0.31%Q4 2017Q3 202324
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 14100.00%0.02%0.12%Q2 2017Q3 202324
OGOREK ANTHONY JOSEPH /NY/ /ADV 24240.01%0.01%0.02%Q4 2017Q3 202324
Achmea Investment Management B.V. 13110.02%0.12%0.26%Q2 2017Q3 202324
Monument Capital Management 24240.14%1.06%1.81%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.01%0.01%0.02%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.02%0.04%0.08%Q4 2017Q3 202324
LS Investment Advisors, LLC 24240.01%0.05%0.09%Q2 2015Q1 202124
Capital World Investors 24240.02%0.13%0.27%Q4 2015Q3 202124
Avior Wealth Management, LLC 24240.03%0.07%0.11%Q4 2017Q3 202324
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 24240.02%0.04%0.11%Q4 2017Q3 202324
PROFUND ADVISORS LLC 2210.01%0.04%0.05%Q2 2013Q4 201924
Twin Tree Management, LP 710.00%0.01%0.02%Q4 2015Q1 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.01%0.05%0.16%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.06%0.09%0.11%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.01%0.01%0.02%Q2 2013Q1 201924
SHELTON CAPITAL MANAGEMENT 2220.03%0.06%0.08%Q2 2013Q3 202324
DOLIVER ADVISORS, LP 24240.19%0.30%0.41%Q1 2018Q4 202324
Laurus Investment Counsel Inc. 24244.57%7.20%10.81%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.01%0.05%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.02%0.04%Q4 2017Q3 202324
FRONTIER CAPITAL MANAGEMENT CO LLC 23230.25%0.62%0.92%Q2 2013Q4 201823
WESTWOOD MANAGEMENT CORP /IL/ 2210.03%0.06%0.22%Q1 2015Q4 202023
Andra AP-fonden 1250.08%0.22%0.38%Q2 2017Q2 202323
OneDigital Investment Advisors LLC 23230.00%0.01%0.03%Q1 2018Q3 202323
JUPITER ASSET MANAGEMENT LTD 2030.01%0.17%0.66%Q1 2016Q3 202323
EATON VANCE MANAGEMENT 23230.00%0.01%0.03%Q1 2017Q3 202223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.03%Q1 2018Q3 202323
Man Group plc 23230.00%0.04%0.19%Q1 2018Q3 202323
Fiera Capital Corp 2210.00%0.13%0.20%Q4 2017Q3 202323
NATIXIS 1610.00%0.01%0.07%Q4 2016Q3 202323
LEAVELL INVESTMENT MANAGEMENT, INC. 2120.05%0.10%0.14%Q2 2010Q2 201823
BARINGS LLC 1630.00%0.01%0.03%Q2 2013Q3 202023
Treasurer of the State of North Carolina 23230.02%0.03%0.04%Q1 2018Q3 202323
Gotham Asset Management, LLC 810.00%0.06%0.33%Q2 2013Q1 202323
Allworth Financial LP 22220.00%0.00%0.00%Q2 2018Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.04%0.08%0.16%Q2 2013Q3 201822
Almanack Investment Partners, LLC. 22220.03%0.08%0.17%Q1 2017Q2 202222
abrdn plc 22220.00%0.01%0.01%Q2 2018Q3 202322
CIGNA INVESTMENTS INC /NEW 22220.02%0.03%0.09%Q4 2016Q1 202222
AJO, LP 2110.00%0.01%0.06%Q2 2013Q1 202022
IFM Investors Pty Ltd 22220.03%0.04%0.05%Q2 2018Q3 202322
Cox Capital Mgt LLC 22220.61%1.57%2.17%Q2 2018Q3 202322
Assenagon Asset Management S.A. 940.00%0.02%0.10%Q3 2017Q3 202322
Johnson Financial Group, Inc. 1210.01%0.04%0.12%Q2 2016Q2 202322
CREDIT AGRICOLE S A 1810.00%0.01%0.03%Q2 2013Q3 202322
Rehmann Capital Advisory Group 1570.02%0.03%0.04%Q1 2018Q3 202322
Harel Insurance Investments & Financial Services Ltd. 1520.00%0.01%0.08%Q1 2016Q3 202322
Brown Capital Management 22220.00%0.02%0.04%Q2 2018Q3 202322
ROYAL LONDON ASSET MANAGEMENT LTD 22220.01%0.05%0.12%Q2 2018Q3 202322
NOMURA HOLDINGS INC 910.00%0.01%0.13%Q4 2012Q1 202222
Cutler Group LLC / CA 1120.00%0.00%0.01%Q4 2015Q1 201922
Ipswich Investment Management Co., Inc. 21210.11%0.14%0.20%Q3 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 21210.00%0.02%0.07%Q3 2018Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
PEAK6 Group LLC 610.00%0.01%0.04%Q3 2013Q1 201821
Snowden Capital Advisors LLC 1380.01%0.03%0.04%Q2 2018Q3 202321
UNITED SERVICES AUTOMOBILE ASSOCIATION 1650.00%0.01%0.03%Q2 2013Q2 201921
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 910.00%0.08%0.25%Q1 2017Q1 202321
Carnegie Capital Asset Management, LLC 21210.01%0.09%0.23%Q1 2017Q1 202221
Mount Yale Investment Advisors, LLC 21210.04%0.08%0.16%Q1 2018Q1 202321
AXA S.A. 21210.01%0.03%0.05%Q3 2018Q3 202321
CITY HOLDING CO 21210.00%0.00%0.00%Q2 2016Q2 202121
DAVIS R M INC 1920.01%0.03%0.23%Q2 2016Q3 202321
Fieldpoint Private Securities, LLC 2010.05%0.11%0.21%Q1 2017Q2 202221
LSV ASSET MANAGEMENT 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.04%Q3 2018Q3 202321
SouthState Corp 1910.01%0.02%0.04%Q4 2017Q3 202321
FIRST HAWAIIAN BANK 21210.01%0.04%0.10%Q3 2018Q3 202321
Sigma Planning Corp 2010.01%0.02%0.04%Q1 2016Q1 202221
MEEDER ASSET MANAGEMENT INC 1920.00%0.01%0.03%Q1 2017Q3 202321
COMMONWEALTH BANK OF AUSTRALIA 1830.00%0.17%0.41%Q3 2013Q2 201921
Nikulski Financial, Inc. 2010.08%0.15%0.26%Q1 2018Q2 202321
CREATIVE FINANCIAL DESIGNS INC /ADV 810.00%0.00%0.01%Q4 2016Q3 202321
ADVISOR PARTNERS LLC 21210.04%0.07%0.15%Q2 2017Q2 202221
Riverview Trust Co 20200.03%0.04%0.06%Q4 2018Q3 202320
Chevy Chase Trust Holdings, LLC 20200.02%0.03%0.05%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 850.00%0.00%0.01%Q4 2016Q2 202320
American Portfolios Advisors 20200.00%0.02%0.05%Q4 2017Q3 202220
VIRGINIA RETIREMENT SYSTEMS ET AL 930.00%0.02%0.03%Q2 2013Q4 202120
TWO SIGMA ADVISERS, LP 1710.00%0.05%0.21%Q3 2014Q3 202320
Hillsdale Investment Management Inc. 20200.00%0.00%0.03%Q1 2016Q4 202020
FinTrust Capital Advisors, LLC 20200.02%0.07%0.27%Q4 2018Q3 202320
Railway Pension Investments Ltd 20200.05%0.08%0.14%Q4 2018Q3 202320
NEXT Financial Group, Inc 860.00%0.02%0.06%Q3 2015Q4 202120
Kentucky Retirement Systems 20200.03%0.04%0.06%Q4 2018Q3 202320
Quantbot Technologies LP 810.00%0.08%0.26%Q4 2013Q3 202320
Parallax Volatility Advisers, L.P. 310.00%0.00%0.00%Q4 2013Q3 202320
Sepio Capital, LP 20200.04%0.06%0.10%Q4 2018Q3 202320
FORT, L.P. 20200.03%0.47%0.69%Q2 2018Q1 202320
INTRUST BANK NA 20200.03%0.12%0.16%Q2 2016Q1 202120
Financial Gravity Asset Management, Inc. 1230.00%0.07%0.26%Q1 2018Q3 202320
PUBLIC SECTOR PENSION INVESTMENT BOARD 20200.00%0.01%0.03%Q4 2018Q3 202320
D.A. DAVIDSON & CO. 1420.00%0.00%0.00%Q2 2013Q4 202220
Unigestion Holding SA 1310.01%0.09%0.58%Q2 2018Q3 202320
McIlrath & Eck, LLC 20200.02%0.03%0.04%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.04%0.09%Q4 2018Q3 202320
B. Riley Wealth Management, Inc. 910.00%0.19%0.61%Q1 2014Q2 202220
Voya Financial Advisors, Inc. 20200.02%0.05%0.11%Q1 2017Q4 202120
SENTRY INVESTMENT MANAGEMENT LLC 20200.03%0.04%0.05%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.08%0.11%0.19%Q4 2018Q3 202320
CIBC WORLD MARKETS CORP 20200.00%0.02%0.03%Q4 2018Q3 202320
Norinchukin Bank, The 20200.02%0.26%0.64%Q4 2018Q3 202320
Private Capital Group, LLC 19190.00%0.01%0.05%Q4 2017Q2 202219
MUFG Americas Holdings Corp 910.00%0.00%0.02%Q1 2012Q3 202219
Prospera Financial Services Inc 1220.03%0.06%0.09%Q2 2013Q3 202319
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.00%0.06%0.20%Q2 2017Q3 202319
Patriot Financial Group Insurance Agency, LLC 1030.00%0.00%0.02%Q4 2016Q2 202219
MASSMUTUAL TRUST CO FSB/ADV 1180.00%0.00%0.00%Q4 2013Q4 202319
BENJAMIN EDWARDS INC 19190.20%0.37%0.68%Q1 2019Q3 202319
Weaver C. Barksdale & Associates, Inc. 19190.00%0.03%0.15%Q2 2013Q4 201719
FARMERS & MERCHANTS INVESTMENTS INC 19190.00%0.00%0.00%Q1 2019Q3 202319
Grantham, Mayo, Van Otterloo & Co. LLC 19190.00%0.01%0.03%Q2 2013Q4 201719
NN Investment Partners Holdings N.V. 1270.00%0.02%0.10%Q2 2017Q1 202219
Paloma Partners Management Co 610.01%0.02%0.12%Q2 2013Q2 202119
Bridgeworth, LLC 1810.00%0.35%0.57%Q2 2018Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.03%0.04%0.05%Q1 2019Q3 202319
Connor, Clark & Lunn Investment Management Ltd. 610.00%0.01%0.04%Q3 2015Q3 202319
Venturi Wealth Management, LLC 1450.04%0.12%0.20%Q4 2018Q3 202319
Zions Bancorporation, N.A. 19190.04%0.07%0.11%Q1 2019Q3 202319
VALLEY NATIONAL ADVISERS INC 1180.01%0.02%0.04%Q4 2014Q3 202319
PIEDMONT INVESTMENT ADVISORS INC 1090.00%0.03%0.13%Q2 2013Q1 202019
Dai-ichi Life Insurance Company, Ltd 19190.08%0.13%0.18%Q3 2018Q1 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.02%0.10%Q1 2019Q3 202319
JGP Wealth Management, LLC 19191.23%1.91%2.92%Q1 2019Q3 202319
Kentucky Retirement Systems Insurance Trust Fund 19190.03%0.04%0.06%Q1 2019Q3 202319
Calamos Advisors LLC 18180.03%0.04%0.05%Q2 2019Q3 202318
HM PAYSON & CO 18180.00%0.01%0.01%Q2 2019Q3 202318
AE Wealth Management LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
CAPITAL FUND MANAGEMENT S.A. 310.00%0.01%0.03%Q1 2014Q3 202318
WADDELL & REED FINANCIAL INC 1530.06%0.08%0.14%Q2 2013Q2 201918
ONTARIO TEACHERS PENSION PLAN BOARD 1210.00%0.03%0.11%Q2 2017Q1 202318
BOSTON ADVISORS LLC 1710.01%0.02%0.08%Q2 2013Q3 201918
Legacy Financial Advisors, Inc. 1260.00%0.06%0.12%Q4 2017Q3 202318
Simplicity Solutions, LLC 1010.00%0.05%0.12%Q1 2017Q3 202318
Vestmark Advisory Solutions, Inc. 1530.19%0.28%0.34%Q1 2019Q3 202318
PARNASSUS INVESTMENTS, LLC 18180.25%0.48%0.64%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.04%0.04%0.06%Q2 2013Q3 201718
Prestige Wealth Management Group LLC 1710.00%0.01%0.02%Q4 2018Q3 202318
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.04%0.31%Q3 2016Q3 202318
WFG Advisors, LP 17170.01%0.01%0.03%Q2 2013Q2 201717
QUEST INVESTMENT MANAGEMENT LLC 1160.04%0.58%2.08%Q2 2013Q3 202117
Bridgewater Associates 410.00%0.01%0.04%Q1 2015Q4 202217
CAPSTONE ASSET MANAGEMENT CO 17170.05%0.08%0.10%Q2 2013Q2 201717
CI INVESTMENTS INC. 17170.00%0.00%0.01%Q3 2019Q3 202317
PICTET ASSET MANAGEMENT LTD 17170.01%0.01%0.03%Q2 2017Q2 202117
Cetera Investment Advisers 17170.01%0.02%0.03%Q3 2019Q3 202317
PINNACLE FINANCIAL PARTNERS INC 1110.00%0.02%0.03%Q2 2017Q3 202317
State of New Jersey Common Pension Fund D 17170.02%0.03%0.05%Q3 2019Q3 202317
Ardevora Asset Management LLP 17170.86%1.05%1.32%Q3 2016Q3 202017
FORSTA AP-FONDEN 1520.00%0.06%0.27%Q2 2018Q3 202317
ING GROEP NV 610.00%0.01%0.04%Q3 2017Q3 202317
Rockefeller Capital Management L.P. 17170.00%0.00%0.03%Q1 2019Q1 202317
WINTON GROUP Ltd 820.02%0.11%0.30%Q2 2014Q1 202317
COLDSTREAM CAPITAL MANAGEMENT INC 17170.08%0.10%0.15%Q4 2015Q4 201917
Laird Norton Wetherby Wealth Management, LLC 17170.01%0.02%0.04%Q3 2019Q3 202317
AEGON ASSET MANAGEMENT UK PLC 17170.12%0.19%0.30%Q1 2015Q1 201917
Symmetry Partners, LLC 930.01%0.03%0.06%Q4 2018Q3 202317
RR PARTNERS LP 17171.53%1.96%2.51%Q2 2013Q2 201717
Capital Bank & Trust Co 17170.42%1.31%1.74%Q2 2017Q2 202117
RIVERHEAD CAPITAL MANAGEMENT LLC 17170.00%0.02%0.05%Q3 2015Q3 201917
DELTA ASSET MANAGEMENT LLC/TN 1030.00%0.00%0.00%Q3 2017Q3 202317
SEEYOND 17170.05%0.17%0.35%Q4 2018Q4 202217
Bishop Rock Capital, L.P. 17170.76%5.20%6.65%Q4 2016Q4 202017
DAVENPORT & Co LLC 1520.00%0.01%0.01%Q2 2018Q3 202317
TWO SIGMA INVESTMENTS, LP 1410.00%0.04%0.12%Q3 2014Q3 202317
MOODY ALDRICH PARTNERS LLC 1210.04%0.15%0.45%Q1 2016Q3 202217
Financial Architects, Inc 17170.00%0.01%0.01%Q2 2016Q2 202017
CAPITAL ADVISORS INC/OK 1610.01%0.01%0.01%Q3 2018Q3 202317
Commonwealth Equity Services, Inc 17170.00%0.00%0.01%Q3 2013Q3 201717
CHICAGO EQUITY PARTNERS LLC 910.01%0.05%0.16%Q2 2013Q1 202017
VAN ECK ASSOCIATES CORP 16160.00%0.00%0.01%Q4 2019Q3 202316
CANADA PENSION PLAN INVESTMENT BOARD 1510.00%0.01%0.02%Q4 2017Q2 202216
Intercontinental Wealth Advisors, LLC 1420.05%0.24%0.37%Q4 2018Q2 202316
GSA CAPITAL PARTNERS LLP 410.02%0.05%0.16%Q3 2013Q3 202316
PAX Financial Group, LLC 16160.15%0.48%0.83%Q4 2019Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16160.94%1.09%1.32%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.01%0.02%0.05%Q4 2019Q3 202316
ICW Investment Advisors LLC 16160.47%0.54%0.66%Q4 2019Q3 202316
Vestcor Inc 16160.22%0.35%0.63%Q4 2019Q3 202316
Candriam S.C.A. 1240.00%0.03%0.06%Q3 2018Q1 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
NATIONAL PLANNING CORP 16160.02%0.02%0.03%Q4 2013Q3 201716
OAK ASSOCIATES LTD /OH/ 16160.11%0.16%0.23%Q4 2019Q3 202316
Alberta Investment Management Corp 16160.00%0.06%0.17%Q4 2019Q3 202316
Haverford Trust Co 16160.01%0.01%0.01%Q4 2019Q3 202316
NumerixS Investment Technologies Inc 1120.01%0.08%0.24%Q4 2015Q2 202016
Sargent Bickham Lagudis LLC 16160.00%0.00%0.00%Q1 2019Q4 202216
Column Capital Advisors, LLC 16160.01%0.01%0.03%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.15%0.21%0.27%Q2 2013Q1 201716
IRONBRIDGE CAPITAL MANAGEMENT LP 16160.30%1.02%1.59%Q2 2013Q1 201716
CULLEN/FROST BANKERS, INC. 16160.00%0.00%0.00%Q2 2019Q1 202316
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 16160.13%0.21%0.29%Q2 2019Q1 202316
Ensign Peak Advisors, Inc 16160.01%0.02%0.05%Q4 2019Q3 202316
Glassman Wealth Services 16160.00%0.00%0.01%Q4 2019Q3 202316
New England Private Wealth Advisors LLC 16160.09%0.10%0.13%Q4 2015Q3 201916
Marks Group Wealth Management, Inc 16160.22%0.32%0.42%Q4 2019Q3 202316
TRUST CO OF VERMONT 1510.00%0.03%0.04%Q2 2013Q3 202216
CUE ADVISORY SERVICES, INC. 16160.62%0.89%1.52%Q4 2014Q3 201816
Vanguard Personalized Indexing Management, LLC 15150.02%0.11%0.35%Q1 2020Q3 202315
Wealth Alliance 15150.06%0.08%0.14%Q1 2020Q3 202315
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 15150.53%0.86%1.13%Q1 2020Q3 202315
FENIMORE ASSET MANAGEMENT INC 15150.30%0.81%1.16%Q1 2020Q3 202315
Brinker Capital Investments, LLC 1050.02%0.02%0.04%Q1 2019Q4 202215
BLACKROCK ADVISORS LLC 15150.00%0.01%0.01%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.02%0.03%0.03%Q2 2013Q4 201615
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
BlackRock Investment Management, LLC 15150.02%0.02%0.03%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
Altshuler Shaham Ltd 550.00%0.00%0.01%Q4 2017Q3 202215
COMMERZBANK AKTIENGESELLSCHAFT /FI 1230.00%0.01%0.02%Q2 2013Q2 201915
FORTALEZA ASSET MANAGEMENT INC/ 15150.00%0.14%0.32%Q2 2013Q4 201615
Bank Julius Baer & Co. Ltd, Zurich 15150.32%0.49%1.11%Q1 2020Q3 202315
AlphaCrest Capital Management LLC 15150.03%0.08%0.21%Q1 2019Q3 202215
PRIVATE TRUST CO NA 620.00%0.02%0.05%Q1 2013Q3 202315
Geneos Wealth Management Inc. 1230.00%0.00%0.00%Q1 2016Q4 202115
ADAGE CAPITAL PARTNERS GP, L.L.C. 1310.00%0.02%0.08%Q4 2018Q2 202315
Smithfield Trust Co 1320.00%0.00%0.01%Q2 2019Q3 202315
BAMCO INC /NY/ 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.04%0.04%0.06%Q2 2013Q4 201615
FIRST MERCANTILE TRUST CO 1410.00%0.03%0.06%Q3 2015Q2 202015
Penserra Capital Management LLC 1140.00%0.02%0.10%Q1 2019Q3 202315
Holocene Advisors, LP 1010.01%0.03%0.05%Q4 2017Q3 202315
Horizon Investments, LLC 710.01%0.03%0.12%Q4 2018Q3 202315
BOWEN HANES & CO INC 15150.89%1.15%1.41%Q1 2016Q3 201915
RATIONAL ADVISORS LLC 610.00%0.10%0.63%Q3 2012Q3 202015
Tortoise Index Solutions, LLC 15150.05%0.09%0.15%Q1 2019Q3 202215
AMJ Financial Wealth Management 15150.09%0.24%0.80%Q4 2019Q2 202315
BlackRock Group LTD 15150.00%0.00%0.01%Q2 2013Q4 201615
Palo Capital, Inc. 15150.65%1.08%1.30%Q2 2015Q4 201815
Spot Trading L.L.C 770.00%0.01%0.04%Q3 2013Q1 201515
FORBES J M & CO LLP 15150.04%0.05%0.06%Q4 2017Q2 202115
OFI Advisors LLC 1140.01%0.01%0.02%Q3 2011Q3 201515
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 14140.01%0.03%0.08%Q2 2020Q3 202314
Smith, Graham & Co., Investment Advisors, LP 14140.63%1.01%1.19%Q2 2013Q3 201614
AHL Partners LLP 14140.03%0.18%0.47%Q3 2014Q4 201714
Verition Fund Management LLC 310.00%0.02%0.07%Q1 2014Q3 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.03%0.06%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 1110.01%0.02%0.06%Q1 2016Q3 202314
AGF Investments LLC 810.01%0.13%0.33%Q4 2016Q3 202214
Sound Income Strategies, LLC 14140.00%0.00%0.00%Q4 2017Q1 202114
Moors & Cabot, Inc. 1040.01%0.02%0.03%Q3 2019Q1 202314
Martin Capital Partners, LLC 14140.18%0.30%0.42%Q3 2020Q4 202314
National Pension Service 770.00%0.03%0.07%Q4 2019Q3 202314
OppenheimerFunds, Inc. 14140.00%0.00%0.00%Q4 2015Q1 201914
Plante Moran Financial Advisors, LLC 1220.00%0.00%0.03%Q3 2016Q1 202314
MSI Financial Services Inc 1310.00%0.01%0.02%Q2 2013Q4 201614
CIBC WORLD MARKET INC. 510.00%0.00%0.01%Q1 2016Q3 202214
XPONANCE, INC. 14140.02%0.03%0.05%Q2 2020Q3 202314
MACKAY SHIELDS LLC 14140.01%0.01%0.02%Q4 2018Q1 202214
Ninety One UK Ltd 14140.02%0.06%0.11%Q3 2016Q4 201914
1st Global Advisors, Inc. 14140.03%0.05%0.08%Q2 2013Q3 201614
FIRST NATIONAL BANK OF OMAHA 860.01%0.09%0.15%Q1 2014Q3 201814
Perkins Investment Management, LLC 14140.13%0.61%1.40%Q4 2013Q1 201714
Handelsbanken Fonder AB 14140.01%0.11%0.58%Q2 2020Q3 202314
FIRST CITIZENS BANK & TRUST CO 1220.02%0.04%0.06%Q2 2013Q4 201814
O'Shares Investment Advisers, LLC 14140.03%0.15%0.30%Q4 2018Q1 202214
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
PITCAIRN CO 14140.02%0.09%0.28%Q2 2020Q3 202314
HERMES INVESTMENT MANAGEMENT LTD 14140.50%0.63%0.86%Q1 2015Q2 201814
Ellis Investment Partners, LLC 14140.04%0.05%0.07%Q2 2019Q3 202214
AMUNDI ASSET MANAGEMENT US, INC. 14140.01%0.03%0.04%Q4 2017Q1 202114
LVW Advisors, LLC 14140.06%0.09%0.13%Q2 2020Q3 202314
Spectrum Management Group, LLC 1010.00%0.01%0.02%Q3 2015Q3 202014
Proficio Capital Partners LLC 14140.00%0.03%0.05%Q1 2016Q2 201914
Lindbrook Capital, LLC 1040.00%0.00%0.00%Q1 2020Q3 202314
Tredje AP-fonden 540.03%0.09%0.19%Q2 2017Q3 202314
ClearBridge Investments 14140.03%0.04%0.07%Q3 2018Q4 202114
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
Illinois Municipal Retirement Fund 14140.05%0.14%0.26%Q2 2020Q3 202314
Hudock, Inc. 14140.00%0.01%0.03%Q2 2018Q3 202114
Mosaic Family Wealth, LLC 14140.02%0.03%0.04%Q4 2015Q1 201914
RIVERBRIDGE PARTNERS LLC 14140.34%0.56%0.92%Q2 2020Q3 202314
EXCHANGE TRADED CONCEPTS, LLC 860.00%0.02%0.11%Q4 2019Q2 202314
BROADVIEW ADVISORS LLC 13130.06%0.16%0.37%Q2 2013Q2 201613
SevenBridge Financial Group, LLC 13130.04%0.13%0.93%Q2 2016Q2 201913
McQueen, Ball & Associates Inc. 13130.46%0.58%0.72%Q4 2015Q4 201813
DIXON HUBARD FEINOUR & BROWN INC/VA 13130.06%0.07%0.08%Q2 2018Q2 202113
Marquette Asset Management, LLC 13130.02%0.02%0.03%Q1 2019Q1 202213
ENTERPRISE FINANCIAL SERVICES CORP 1010.00%0.05%0.08%Q2 2013Q2 202113
Rathbones Group PLC 13130.28%0.59%1.12%Q1 2020Q1 202313
Campbell & CO Investment Adviser LLC 410.05%0.43%1.62%Q1 2014Q3 202313
DnB Asset Management AS 13130.01%0.01%0.02%Q4 2020Q4 202313
Lenox Wealth Management, Inc. 13130.02%0.08%0.25%Q2 2017Q2 202013
WESTPORT ASSET MANAGEMENT INC 13130.84%1.55%2.32%Q2 2013Q2 201613
Cornerstone Advisors, Inc. 1120.00%0.01%0.03%Q1 2014Q3 202013
Cetera Advisors LLC 410.00%0.01%0.01%Q3 2018Q3 202313
OSSIAM 820.00%0.03%0.13%Q2 2019Q3 202313
Lipe & Dalton 13131.64%1.91%2.41%Q3 2020Q3 202313
Cordasco Financial Network 13130.00%0.00%0.01%Q2 2019Q2 202213
ExodusPoint Capital Management, LP 510.00%0.03%0.13%Q3 2019Q3 202313
Qube Research & Technologies Ltd 410.01%0.06%0.23%Q2 2018Q1 202313
Icon Wealth Partners, LLC 810.01%0.04%0.06%Q2 2018Q3 202313
Dakota Wealth Management 940.01%0.21%0.57%Q2 2018Q2 202313
Taylor Frigon Capital Management LLC 13130.29%0.52%0.73%Q3 2020Q3 202313
Dynamic Technology Lab Private Ltd 410.05%0.14%0.58%Q1 2014Q1 202312
MARSHALL WACE, LLP 410.00%0.01%0.04%Q4 2016Q2 202312
NewEdge Wealth, LLC 12120.09%0.15%0.18%Q4 2020Q3 202312
Valeo Financial Advisors, LLC 910.00%0.00%0.00%Q3 2017Q1 202112
KANALY TRUST CO 12120.00%0.00%0.01%Q1 2014Q4 201612
BRINKER CAPITAL INC 12120.01%0.03%0.04%Q3 2017Q2 202012
RUSSELL FRANK CO/ 12120.01%0.04%0.05%Q2 2013Q1 201612
Elkfork Partners LLC 12120.01%0.02%0.05%Q4 2016Q3 201912
ETF MANAGERS GROUP, LLC 12120.01%0.20%0.52%Q2 2020Q1 202312
CX Institutional 1110.00%0.00%0.00%Q1 2019Q2 202212
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q2 2015Q2 202312
Redpoint Investment Management Pty Ltd 750.01%0.02%0.05%Q3 2019Q3 202212
Global Trust Asset Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Magnetar Financial LLC 310.00%0.02%0.03%Q2 2016Q3 202212
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.01%0.02%0.05%Q4 2016Q3 201912
Natixis Investment Managers International 1020.01%1.18%2.98%Q2 2018Q1 202312
Inspire Investing, LLC 12120.06%0.20%0.40%Q4 2020Q3 202312
Financial Management Professionals, Inc. 1020.00%0.00%0.00%Q2 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.21%0.95%1.29%Q4 2020Q3 202312
Marshall Financial Group LLC 12120.28%0.45%0.67%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.00%0.02%0.03%Q4 2016Q3 201912
Xact Kapitalforvaltning AB 12120.02%0.03%0.04%Q2 2017Q1 202012
Bell Asset Management Ltd 12121.03%1.36%1.67%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
Edge Capital Group, LLC 1110.01%0.02%0.04%Q2 2020Q2 202312
Artemis Investment Management LLP 1110.03%0.18%0.49%Q1 2018Q3 202212
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 750.64%1.30%2.26%Q2 2013Q4 202212
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.02%0.04%Q3 2017Q3 202312
Capital Asset Advisory Services LLC 12120.05%0.06%0.09%Q4 2019Q3 202212
CAPITAL INTERNATIONAL LTD /CA/ 12120.11%0.14%0.20%Q2 2013Q1 201612
Bartlett & Co. LLC 410.00%0.00%0.00%Q3 2013Q4 202312
Capital International Sarl 930.05%0.25%0.61%Q1 2020Q3 202312
Guinness Asset Management LTD 12120.00%0.02%0.03%Q4 2020Q3 202312
Miracle Mile Advisors, LLC 12120.11%0.20%0.30%Q1 2019Q4 202112
SCHWARTZ INVESTMENT COUNSEL INC 12120.07%1.19%1.64%Q4 2020Q3 202312
Dorsey Wright & Associates 440.07%0.15%0.27%Q2 2013Q2 201812
Curi Wealth Management, LLC 12120.05%0.10%0.21%Q4 2020Q3 202312
Capital Research Global Investors 12120.02%0.02%0.03%Q3 2018Q2 202112
Neuburgh Advisers LLC 12120.01%0.02%0.04%Q4 2016Q3 201912
GAM SYSTEMATIC LLP 12120.08%0.28%0.56%Q4 2014Q3 201712
Mandatum Life Insurance Co Ltd 12120.67%0.93%1.28%Q4 2018Q3 202112
Sarasin & Partners LLP 12120.22%1.51%2.33%Q2 2020Q1 202312
Stone Ridge Asset Management LLC 11110.03%0.06%0.14%Q4 2017Q2 202011
Nachman Norwood & Parrott, Inc 11110.06%0.08%0.11%Q4 2018Q2 202111
TFC Financial Management, Inc. 11110.01%0.02%0.02%Q3 2020Q1 202311
Kestra Advisory Services, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
WBI INVESTMENTS, LLC 510.08%0.24%0.55%Q2 2013Q4 201711
Quadrature Capital Ltd 610.03%0.17%0.45%Q2 2016Q3 202311
AMG National Trust Bank 11110.04%0.06%0.07%Q2 2013Q4 201511
Capital Analysts, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Stuart Chaussee & Associates, Inc. 11110.00%0.01%0.01%Q1 2021Q3 202311
Engineers Gate Manager LP 610.01%0.07%0.25%Q3 2019Q3 202311
Beacon Financial Advisory LLC 11110.28%0.42%0.71%Q4 2019Q2 202211
Employees Retirement System of Texas 920.00%0.04%0.07%Q3 2016Q2 201911
First Trust Direct Indexing L.P. 1010.01%0.09%0.14%Q4 2020Q3 202311
Carroll Financial Associates, Inc. 11110.00%0.00%0.00%Q2 2019Q4 202111
JENNISON ASSOCIATES LLC 1010.00%0.02%0.05%Q2 2020Q1 202311
HYA Advisors, Inc 11115.63%8.80%13.95%Q4 2019Q2 202211
TRUEWEALTH LLC 11110.01%0.01%0.02%Q4 2017Q2 202011
YorkBridge Wealth Partners, LLC 11110.04%0.06%0.08%Q4 2016Q2 201911
MAVERICK CAPITAL LTD 1010.00%0.04%0.08%Q2 2019Q1 202311
Thomas J. Herzfeld Advisors, Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
OCCUDO QUANTITATIVE STRATEGIES LP 1010.04%0.23%0.64%Q4 2020Q3 202311
HARBOR INVESTMENT ADVISORY, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
Pettee Investors, Inc. 11110.18%0.35%0.46%Q3 2019Q1 202211
DC Investments Management, LLC 11110.23%0.38%0.53%Q4 2017Q2 202011
LONDON CO OF VIRGINIA 11110.19%0.23%0.27%Q1 2021Q3 202311
PineBridge Investments, L.P. 410.00%0.03%0.12%Q2 2014Q3 202311
LOOMIS SAYLES & CO L P 920.00%0.00%0.00%Q2 2016Q3 202311
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.00%0.01%Q2 2013Q4 201511
Advisor OS, LLC 11110.06%0.15%0.22%Q1 2021Q3 202311
Point72 Hong Kong Ltd 610.00%0.05%0.21%Q1 2016Q2 202111
EMERALD ADVISERS, LLC 11110.02%0.03%0.05%Q1 2018Q3 202011
Donald L. Hagan, LLC 11110.33%0.72%1.02%Q4 2014Q2 201711
MinichMacGregor Wealth Management, LLC 10100.00%0.00%0.00%Q1 2016Q2 201810
Ellevest, Inc. 640.00%0.00%0.00%Q2 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Pine River Capital Management L.P. 10100.01%0.02%0.03%Q3 2014Q4 201610
HOMESTEAD ADVISERS CORP 10100.00%0.00%0.01%Q2 2021Q3 202310
Community Financial Services Group, LLC 710.03%0.04%0.08%Q2 2013Q2 202010
Schonfeld Strategic Advisors LLC 640.00%0.09%0.17%Q2 2019Q3 202310
Maryland State Retirement & Pension System 640.02%0.03%0.03%Q1 2021Q3 202310
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.10%0.22%Q2 2016Q3 202310
OPSEU Pension Plan Trust Fund 10100.19%0.28%0.35%Q2 2020Q3 202210
Curated Wealth Partners LLC 640.04%0.08%0.13%Q4 2020Q3 202310
Amundi 10100.02%0.04%0.10%Q2 2021Q3 202310
MITCHELL & PAHL PRIVATE WEALTH, LLC 10100.18%0.31%0.42%Q2 2021Q3 202310
SVB WEALTH LLC 820.00%0.02%0.02%Q2 2016Q4 202210
STRATEGY ASSET MANAGERS LLC 510.05%0.15%0.25%Q3 2020Q3 202310
SUN LIFE FINANCIAL INC 10100.00%0.00%0.01%Q4 2018Q1 202110
Quantinno Capital Management LP 820.04%0.14%0.24%Q4 2019Q3 202310
Walleye Capital LLC 210.00%0.04%0.19%Q2 2019Q3 202310
Absolute Return Capital, LLC 10100.10%0.18%0.32%Q2 2013Q3 201510
TOBAM 10100.00%0.00%0.01%Q3 2020Q4 202210
RITHOLTZ WEALTH MANAGEMENT 10100.01%0.04%0.17%Q2 2021Q3 202310
SRS Capital Advisors, Inc. 10100.01%0.02%0.02%Q2 2021Q3 202310
Concord Wealth Partners 640.00%0.00%0.01%Q1 2021Q3 202310
A.R.T. Advisors, LLC 420.02%0.06%0.15%Q3 2014Q4 201910
Trust CO of the Ozarks 101026.35%38.69%42.34%Q2 2013Q3 201510
Lumature Wealth Partners, LLC 10100.02%0.03%0.06%Q1 2021Q2 202310
SMITH ASSET MANAGEMENT GROUP LP 820.37%0.98%1.21%Q2 2013Q2 202010
Oakworth Capital, Inc. 10100.01%0.01%0.01%Q1 2017Q2 201910
Baillie Gifford 10100.00%0.00%0.00%Q4 2020Q1 202310
Donoghue Forlines LLC 910.10%0.22%0.51%Q4 2020Q2 202310
EVERENCE CAPITAL MANAGEMENT INC 10100.03%0.05%0.06%Q4 2020Q1 202310
FORA Capital, LLC 310.03%0.09%0.16%Q4 2019Q3 202310
Eagle Bay Advisors LLC 10100.02%0.06%0.09%Q2 2021Q3 202310
KENNEDY CAPITAL MANAGEMENT LLC 910.00%0.02%0.04%Q4 2013Q3 201810
KEELEY ASSET MANAGEMENT CORP 910.00%0.01%0.02%Q2 2013Q4 201510
CSat Investment Advisory, L.P. 10100.01%0.02%0.06%Q4 2018Q1 202110
Tidal Investments LLC 990.01%0.03%0.05%Q3 2021Q3 20239
Capital Group Private Client Services, Inc. 990.36%0.46%0.58%Q3 2021Q3 20239
Jump Financial, LLC 330.02%0.09%0.32%Q4 2020Q3 20239
CVA Family Office, LLC 720.00%0.00%0.00%Q1 2021Q2 20239
Lake Point Wealth Management 520.00%0.00%0.02%Q1 2019Q2 20229
Walker Asset Management, LLC 9929.18%35.48%39.84%Q4 2021Q4 20239
Waverly Advisors, LLC 990.05%0.10%0.17%Q4 2015Q4 20179
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 720.00%0.00%0.01%Q1 2020Q3 20229
Virtu Financial LLC 310.01%0.05%0.16%Q4 2018Q1 20239
ELLINGTON MANAGEMENT GROUP LLC 210.04%0.10%0.22%Q3 2013Q3 20199
FIL Ltd 990.00%0.00%0.02%Q1 2019Q1 20219
Dougherty Wealth Advisers LLC 990.11%0.20%0.28%Q4 2018Q4 20209
USS Investment Management Ltd 990.01%0.01%0.02%Q2 2020Q2 20229
Vontobel Holding Ltd. 610.00%0.00%0.01%Q4 2020Q3 20239
PATHSTONE FAMILY OFFICE, LLC 810.00%0.01%0.03%Q1 2018Q3 20239
Heritage Wealth Advisors 990.00%0.00%0.00%Q4 2020Q4 20229
BlackRock Japan Co. Ltd 410.00%0.00%0.00%Q2 2013Q4 20169
Asset Dedication, LLC 510.00%0.00%0.01%Q1 2016Q3 20239
PGGM Investments 540.00%0.06%0.14%Q2 2021Q3 20239
HWG Holdings LP 720.00%0.48%2.65%Q2 2018Q3 20209
One Wealth Advisors, LLC 410.01%0.04%0.08%Q4 2017Q2 20239
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 810.00%0.00%0.00%Q2 2019Q3 20219
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 810.32%0.75%0.97%Q2 2013Q2 20229
Dynamic Capital Management Ltd 410.09%0.68%4.66%Q1 2014Q3 20189
Maple Capital Management, Inc. 990.07%0.08%0.10%Q4 2014Q4 20169
Ativo Capital Management LLC 990.14%0.37%0.49%Q1 2015Q1 20179
MANAGED ACCOUNT ADVISORS LLC 990.03%0.04%0.04%Q2 2013Q2 20159
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 810.04%0.09%0.14%Q4 2019Q2 20239
Omnia Family Wealth, LLC 990.02%0.02%0.03%Q1 2017Q1 20199
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.01%0.01%Q1 2014Q3 20219
HALL LAURIE J TRUSTEE 720.03%0.08%0.14%Q2 2018Q4 20209
MV CAPITAL MANAGEMENT, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Trexquant Investment LP 210.03%0.08%0.13%Q1 2016Q3 20239
Sciencast Management LP 310.07%0.29%0.54%Q4 2016Q3 20239
Quantitative Investment Management, LLC 410.02%0.08%0.18%Q4 2017Q2 20208
Quantamental Technologies LLC 210.09%0.27%0.81%Q4 2018Q3 20228
AGF INVESTMENTS INC. 510.00%0.03%0.05%Q4 2013Q4 20218
EverSource Wealth Advisors, LLC 880.04%0.08%0.15%Q4 2021Q3 20238
STEPHENS INC /AR/ 880.03%0.04%0.05%Q4 2021Q3 20238
TURNER INVESTMENTS LLC 710.04%0.08%0.18%Q2 2013Q2 20168
Gideon Capital Advisors, Inc. 210.13%0.20%0.37%Q3 2016Q4 20198
OAKBROOK INVESTMENTS LLC 310.01%0.03%0.07%Q1 2014Q2 20198
Machina Capital S.A.S. 320.16%0.42%1.13%Q1 2019Q2 20238
Allspring Global Investments Holdings, LLC 880.00%0.04%0.06%Q4 2021Q3 20238
UBS AG 660.00%0.00%0.01%Q2 2013Q3 20148
Burt Wealth Advisors 880.05%0.05%0.06%Q1 2019Q4 20208
WESTWOOD HOLDINGS GROUP INC 710.00%0.29%0.35%Q2 2013Q4 20198
KESTRA PRIVATE WEALTH SERVICES, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
HHM Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
AtonRa Partners 710.45%0.70%0.91%Q4 2020Q3 20238
Migdal Insurance & Financial Holdings Ltd. 880.00%0.02%0.04%Q4 2018Q3 20208
Balentine LLC 440.00%0.01%0.02%Q3 2019Q4 20228
Garde Capital, Inc. 710.01%0.01%0.02%Q4 2020Q4 20228
Beaumont Financial Partners, LLC 880.02%0.02%0.03%Q4 2020Q3 20228
WEALTHFRONT Corp 410.00%0.00%0.00%Q4 2014Q3 20188
RELIANCE TRUST CO OF DELAWARE 440.02%0.03%0.05%Q3 2015Q1 20198
Gradient Investments LLC 710.00%0.01%0.02%Q3 2019Q3 20238
Cypress Capital Group 880.08%0.10%0.13%Q1 2021Q4 20228
Morton Capital Management LLC/CA 880.09%0.11%0.13%Q4 2021Q3 20238
Kalos Management, Inc. 770.00%0.47%0.63%Q4 2015Q2 20178
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 620.04%0.38%0.67%Q3 2019Q4 20218
BREWIN DOLPHIN LTD 880.00%0.00%0.01%Q4 2019Q3 20218
DENVER INVESTMENT ADVISORS LLC 880.07%0.12%0.16%Q2 2013Q1 20158
Manchester Capital Management LLC 420.00%0.02%0.09%Q3 2020Q3 20238
Ergoteles LLC 710.01%0.03%0.07%Q4 2020Q2 20238
Quantum Private Wealth, LLC 880.11%0.14%0.19%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.12%0.50%0.76%Q4 2021Q3 20238
Quent Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
BI Asset Management Fondsmaeglerselskab A/S 510.00%0.03%0.06%Q4 2018Q3 20238
FourThought Financial, LLC 880.03%0.04%0.05%Q4 2020Q3 20228
1832 Asset Management L.P. 610.00%0.00%0.00%Q2 2016Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.02%0.04%Q4 2021Q3 20238
HANSEATIC MANAGEMENT SERVICES INC 420.05%0.58%0.90%Q4 2015Q3 20228
Covestor Ltd 880.07%0.09%0.11%Q4 2021Q3 20238
Seven Bridges Advisors LLC 880.23%0.30%0.36%Q4 2015Q3 20178
Pitti Group Wealth Management, LLC 880.30%0.37%0.45%Q4 2021Q3 20238
Hennion & Walsh Asset Management, Inc. 880.02%0.02%0.03%Q1 2021Q4 20228
VONTOBEL ASSET MANAGEMENT INC 880.01%0.15%0.28%Q3 2013Q2 20158
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q1 2019Q4 20208
Tandem Investment Advisors, Inc. 882.06%2.61%3.02%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.01%0.04%0.06%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.00%0.01%0.01%Q4 2021Q3 20238
KENFARB & CO. 880.73%0.88%1.03%Q4 2021Q3 20238
WOLFF WIESE MAGANA LLC 880.02%0.03%0.04%Q4 2020Q3 20228
Harvest Fund Management Co., Ltd 410.00%0.01%0.03%Q4 2016Q4 20228
ATTICUS WEALTH MANAGEMENT, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Arkadios Wealth Advisors 880.00%0.00%0.01%Q4 2019Q3 20218
Rampart Investment Management Company, LLC 880.02%0.03%0.05%Q4 2018Q3 20208
ALPHASIMPLEX GROUP, LLC 440.22%0.41%0.58%Q1 2019Q1 20218
Missouri Trust & Investment Co 880.04%0.04%0.05%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.00%0.01%0.01%Q2 2013Q1 20158
HRT FINANCIAL LP 210.00%0.03%0.06%Q2 2019Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
ACCOUNT MANAGEMENT LLC 882.40%2.90%3.98%Q4 2018Q3 20208
Hutchin Hill Capital, LP 410.02%0.11%0.17%Q3 2013Q3 20178
CANANDAIGUA NATIONAL BANK & TRUST CO 880.05%0.06%0.09%Q1 2018Q4 20198
MGO ONE SEVEN LLC 620.13%0.17%0.20%Q4 2017Q4 20198
Stiles Financial Services Inc 880.32%0.39%0.46%Q4 2021Q3 20238
MCF Advisors LLC 710.00%0.00%0.00%Q3 2021Q3 20238
CARILLON TOWER ADVISERS, INC. 880.00%0.08%0.13%Q4 2017Q3 20198
Optimal Asset Management, Inc. 880.32%0.53%0.88%Q4 2019Q3 20218
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.01%Q3 2021Q2 20238
WASHINGTON TRUST BANK 320.00%0.01%0.03%Q2 2016Q3 20238
CAMBRIDGE TRUST CO 520.00%0.02%0.06%Q1 2016Q1 20227
Santa Fe Partners LLC 510.05%0.14%0.33%Q3 2013Q4 20157
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 520.08%0.10%0.13%Q1 2019Q1 20237
Virtus Fund Advisers, LLC 770.00%0.00%0.00%Q2 2014Q4 20157
Placemark Investments, Inc. 770.04%0.05%0.06%Q2 2013Q4 20147
SMITH HAYES Advisers, Inc 770.13%0.16%0.20%Q2 2013Q4 20147
Assured Investment Management LLC 410.01%0.01%0.02%Q3 2015Q3 20177
Yorktown Management & Research Co Inc 770.10%0.12%0.14%Q2 2018Q4 20197
Eventide Asset Management 770.04%0.07%0.11%Q1 2020Q3 20217
Motley Fool Asset Management LLC 520.00%0.02%0.03%Q4 2021Q3 20237
AIA Group Ltd 610.01%0.02%0.04%Q4 2020Q1 20237
CLEAR STREET MARKETS LLC 610.00%0.03%0.19%Q2 2017Q2 20237
BERNZOTT CAPITAL ADVISORS 771.69%1.85%2.01%Q2 2013Q4 20147
BANQUE PICTET & CIE SA 770.00%0.00%0.01%Q4 2021Q2 20237
Krane Funds Advisors LLC 520.01%0.02%0.04%Q3 2019Q2 20227
Cipher Capital LP 410.05%0.16%0.28%Q1 2016Q1 20217
Invictus RG Pte. Ltd. 770.02%0.23%0.45%Q2 2013Q4 20147
Cerity Partners LLC 610.00%0.01%0.01%Q4 2021Q3 20237
Lenox Wealth Advisors, LLC 610.00%0.00%0.00%Q4 2015Q1 20227
Virtu KCG Holdings LLC 510.00%0.02%0.03%Q4 2014Q2 20177
Empirical Finance, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
TCI Wealth Advisors, Inc. 610.00%0.00%0.00%Q4 2018Q1 20237
GENESEE VALLEY TRUST CO 770.16%0.19%0.24%Q3 2016Q1 20187
Winslow, Evans & Crocker, Inc. 410.00%0.00%0.01%Q4 2015Q4 20207
Point72 Asset Management, L.P. 210.00%0.02%0.06%Q4 2017Q3 20237
STEVENS CAPITAL MANAGEMENT LP 310.03%0.11%0.19%Q3 2013Q2 20237
Bayesian Capital Management, LP 310.04%0.15%0.34%Q4 2016Q1 20227
KWMG, LLC 430.01%0.09%0.21%Q2 2015Q1 20197
Sowell Financial Services LLC 770.01%0.03%0.06%Q3 2019Q1 20217
Teza Capital Management LLC 210.05%0.21%0.46%Q4 2016Q3 20237
Invictus RG 510.17%0.35%0.68%Q4 2015Q3 20187
Oribel Capital Management, LP 520.05%0.25%0.67%Q1 2020Q1 20237
FLAGSHIP HARBOR ADVISORS, LLC 770.01%0.01%0.01%Q1 2019Q3 20207
First Command Bank 770.00%0.01%0.01%Q3 2017Q1 20197
First Command Financial Services, Inc. 770.00%0.00%0.01%Q3 2017Q1 20197
Avestar Capital, LLC 770.01%0.01%0.02%Q4 2017Q2 20197
Legacy Advisors, LLC 770.04%0.10%0.12%Q1 2022Q3 20237
Bedel Financial Consulting, Inc. 770.00%0.00%0.00%Q3 2020Q1 20227
6 Meridian 520.02%0.04%0.06%Q4 2017Q2 20217
GATEWAY INVESTMENT ADVISERS LLC 770.00%0.07%0.13%Q4 2018Q2 20207
Integrated Wealth Concepts LLC 430.00%0.02%0.05%Q1 2019Q3 20237
Retirement Group, LLC 310.00%0.00%0.01%Q4 2019Q2 20227
Landmark Bank 770.68%1.77%2.09%Q2 2018Q4 20197
VILLERE ST DENIS J & CO LLC 770.05%0.06%0.07%Q2 2013Q4 20147
Magnus Financial Group LLC 770.04%0.05%0.07%Q4 2018Q2 20207
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.01%0.02%0.05%Q3 2020Q3 20237
Savior LLC 770.01%0.01%0.02%Q4 2019Q2 20217
Royal Fund Management, LLC 770.00%0.01%0.01%Q3 2018Q1 20207
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
HERITAGE WEALTH MANAGEMENT, LLC 430.08%0.10%0.11%Q1 2021Q4 20227
DARK FOREST CAPITAL MANAGEMENT LP 320.00%0.03%0.06%Q3 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.02%0.03%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
BRIDGEWAY CAPITAL MANAGEMENT, LLC 410.07%0.21%0.36%Q1 2016Q2 20217
FRED ALGER MANAGEMENT, LLC 430.00%0.00%0.00%Q2 2018Q1 20237
CAPITAL ONE, NATIONAL ASSOCIATION 770.02%0.03%0.03%Q2 2013Q4 20147
ANALYTIC INVESTORS, LLC 770.02%0.17%0.28%Q1 2015Q3 20167
WASATCH ADVISORS LP 770.00%0.00%0.00%Q4 2019Q2 20217
JOHNSON INVESTMENT COUNSEL INC 770.02%0.02%0.02%Q1 2022Q3 20237
OMERS ADMINISTRATION Corp 410.05%0.08%0.13%Q2 2016Q4 20197
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.01%Q2 2013Q4 20147
TUDOR INVESTMENT CORP ET AL 210.01%0.03%0.07%Q3 2013Q2 20217
GROUP ONE TRADING, L.P. 410.00%0.00%0.00%Q2 2013Q3 20237
STERLING INVESTMENT ADVISORS LLC /ADV 770.24%0.28%0.30%Q4 2014Q2 20167
Capital Advisors, Ltd. LLC 420.00%0.00%0.01%Q1 2022Q3 20236
SEVEN EIGHT CAPITAL, LP 410.01%0.09%0.21%Q3 2015Q3 20226
Larson Financial Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Mutual Advisors, LLC 510.01%0.01%0.01%Q1 2022Q3 20236
Destiny Wealth Partners, LLC 420.00%0.02%0.05%Q4 2020Q2 20226
Grant/GrossMendelsohn, LLC 420.32%0.43%0.50%Q1 2022Q3 20236
NFJ INVESTMENT GROUP, LLC 420.09%0.60%0.99%Q1 2021Q3 20236
Cresset Asset Management, LLC 220.00%0.00%0.01%Q4 2018Q3 20236
ARBOR CAPITAL MANAGEMENT LLC 660.41%0.76%0.99%Q3 2014Q4 20156
INTECH INVESTMENT MANAGEMENT LLC 660.09%0.28%0.36%Q2 2022Q3 20236
Graves Light Lenhart Wealth, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Orion Portfolio Solutions, LLC 330.00%0.01%0.02%Q4 2019Q3 20236
Douglass Winthrop Advisors, LLC 660.02%0.02%0.02%Q1 2017Q2 20186
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.02%0.02%0.03%Q2 2022Q3 20236
TOEWS CORP /ADV 310.08%0.53%0.82%Q1 2020Q4 20226
Corient Capital Partners, LLC 410.02%0.02%0.04%Q1 2020Q3 20226
State of Wyoming 660.00%0.00%0.02%Q2 2022Q3 20236
Cribstone Capital Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
TOKIO MARINE ASSET MANAGEMENT CO LTD 510.01%0.02%0.03%Q3 2021Q3 20236
WEDBUSH SECURITIES INC 660.01%0.02%0.03%Q3 2020Q4 20216
Pearl River Capital, LLC 410.10%0.27%0.48%Q4 2018Q1 20236
SEI TRUST CO 660.03%0.05%0.08%Q2 2013Q3 20146
Herold Advisors, Inc. 660.52%0.60%0.71%Q3 2021Q4 20226
SJS Investment Consulting Inc. 510.00%0.01%0.02%Q1 2022Q3 20236
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
FOX RUN MANAGEMENT, L.L.C. 110.11%0.20%0.42%Q2 2016Q3 20216
Summit Global Investments 510.11%1.15%2.42%Q4 2019Q2 20226
Olympiad Research LP 310.07%0.15%0.30%Q4 2019Q4 20216
Evercore Wealth Management, LLC 660.00%0.00%0.00%Q3 2016Q4 20176
Czech National Bank 660.03%0.04%0.04%Q3 2022Q4 20236
SOA Wealth Advisors, LLC. 660.00%0.00%0.00%Q4 2020Q1 20226
Bogart Wealth, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Marshall Wace North America L.P. 210.00%0.01%0.02%Q3 2017Q2 20216
Arden Trust Co 660.04%0.04%0.05%Q2 2019Q3 20206
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.02%0.06%Q3 2013Q4 20176
Calvert Investment Management, Inc. 510.01%0.01%0.02%Q1 2015Q4 20166
Bell Bank 660.10%0.10%0.12%Q3 2020Q4 20216
Bridgewater Advisors Inc. 660.09%0.12%0.19%Q1 2021Q2 20226
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q1 2015Q2 20236
Centiva Capital, LP 310.01%0.02%0.08%Q3 2020Q3 20236
Aevitas Wealth Management, Inc. 660.09%0.09%0.10%Q4 2017Q1 20196
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
IEQ CAPITAL, LLC 660.01%0.01%0.01%Q4 2021Q1 20236
PSI Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20236
Squar Milner Financial Services LLC 510.00%0.01%0.04%Q2 2018Q4 20196
Blueshift Asset Management, LLC 210.02%0.14%0.29%Q4 2018Q1 20236
Armbruster Capital Management, Inc. 660.00%0.00%0.00%Q4 2016Q1 20186
Pinnacle Summer Investments, Inc. 660.02%0.03%0.04%Q3 2013Q4 20146
Advisors Preferred, LLC 310.19%0.37%0.77%Q4 2016Q2 20196
Spire Wealth Management 510.00%0.00%0.00%Q1 2021Q3 20226
West Family Investments, Inc. 420.09%0.11%0.14%Q2 2021Q4 20226
Vigilant Capital Management, LLC 310.00%0.00%0.00%Q2 2018Q4 20226
Cetera Advisor Networks LLC 410.00%0.01%0.01%Q2 2020Q3 20236
Investors Research Corp 660.00%0.00%0.00%Q2 2022Q3 20236
BRYN MAWR CAPITAL MANAGEMENT INC 210.02%0.07%0.12%Q3 2013Q2 20155
COLUMBIA WANGER ASSET MANAGEMENT LLC 550.16%0.17%0.18%Q2 2013Q2 20145
WRAPMANAGER INC 550.09%0.11%0.13%Q2 2016Q2 20175
OPTIMUM INVESTMENT ADVISORS 550.00%0.00%0.00%Q1 2018Q1 20195
Laurion Capital Management LP 210.00%0.01%0.04%Q2 2017Q3 20205
ESSEX INVESTMENT MANAGEMENT CO LLC 550.00%0.00%0.01%Q4 2018Q4 20195
DONALDSON CAPITAL MANAGEMENT, LLC 550.02%0.02%0.03%Q4 2020Q4 20215
J. W. Coons Advisors, LLC 550.08%0.35%0.50%Q1 2020Q1 20215
HANCOCK WHITNEY CORP 550.02%0.02%0.02%Q2 2013Q2 20145
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Clarus Wealth Advisors 550.04%0.04%0.07%Q2 2018Q2 20195
Kaizen Advisory, LLC 550.06%0.49%0.66%Q4 2017Q4 20185
Power Corp of Canada 550.30%0.43%0.51%Q3 2022Q3 20235
Capital Directions Investment Advisors, LLC 550.01%0.01%0.01%Q3 2019Q3 20205
Itau Unibanco Holding S.A. 410.00%0.01%0.02%Q4 2016Q1 20205
Crow Point Partners, LLC 550.00%0.01%0.05%Q1 2017Q1 20185
D.B. Root & Company, LLC 550.15%0.16%0.18%Q4 2020Q4 20215
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q4 20225
REYNOLDS CAPITAL MANAGEMENT LLC 550.26%0.33%0.36%Q2 2013Q2 20145
Addison Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
IHT Wealth Management, LLC 310.01%0.02%0.04%Q4 2016Q2 20235
Cerebellum GP, LLC 410.01%0.06%0.12%Q4 2017Q2 20205
FSM Wealth Advisors, LLC 550.27%0.37%0.54%Q3 2022Q3 20235
Perimeter Capital Partners, LLC 550.06%0.19%0.30%Q2 2013Q2 20145
WestEnd Advisors, LLC 410.00%0.00%0.00%Q3 2021Q4 20225
Metis Global Partners, LLC 410.02%0.02%0.03%Q1 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.01%0.01%Q4 2021Q4 20225
Kore Private Wealth LLC 320.00%0.01%0.02%Q4 2018Q2 20205
HOWE & RUSLING INC 550.00%0.01%0.02%Q2 2013Q2 20145
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 310.02%0.05%0.08%Q3 2013Q1 20155
Edgestream Partners, L.P. 310.02%0.07%0.13%Q1 2022Q3 20235
Steward Financial Group LLC 410.17%0.37%0.49%Q4 2021Q2 20235
TLP GROUP LLC 310.00%0.09%0.21%Q3 2016Q1 20185
Richard Bernstein Advisors LLC 550.02%0.06%0.07%Q4 2017Q4 20185
CADENCE CAPITAL MANAGEMENT LLC 550.10%0.14%0.23%Q1 2016Q1 20175
Laurel Wealth Advisors, Inc. 550.03%0.03%0.04%Q4 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.04%0.09%0.16%Q3 2022Q3 20235
Claraphi Advisory Network, LLC 410.01%0.17%0.25%Q4 2017Q1 20205
KB FINANCIAL PARTNERS, LLC 410.00%0.02%0.05%Q1 2021Q3 20235
Mesirow Institutional Investment Management, Inc. 550.23%0.29%0.36%Q3 2022Q3 20235
Wilmington Funds Management Corp 550.06%0.07%0.08%Q2 2013Q2 20145
CAXTON ASSOCIATES LP 110.03%0.12%0.36%Q2 2019Q1 20235
Beacon Pointe Advisors, LLC 320.00%0.01%0.01%Q2 2022Q3 20235
OneAscent Financial Services LLC 410.15%0.27%0.47%Q2 2020Q4 20215
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.06%Q2 2017Q2 20235
Copper Rock Capital Partners, LLC 550.02%0.26%0.36%Q2 2013Q2 20145
Advisors Capital Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
GUARDIAN LIFE INSURANCE CO OF AMERICA 550.00%0.01%0.01%Q4 2018Q4 20195
Clearstead Advisors, LLC 310.00%0.00%0.00%Q2 2021Q3 20235
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 550.09%0.19%0.32%Q4 2019Q4 20205
AIA Investment Management Private Ltd 550.03%0.04%0.06%Q3 2019Q3 20205
PUTNAM INVESTMENTS LLC 320.00%0.02%0.04%Q3 2014Q4 20205
Oak Thistle LLC 310.15%0.54%1.27%Q1 2022Q3 20235
Alaska Permanent Fund Corp 410.00%0.00%0.01%Q1 2022Q2 20235
Impax Asset Management Group plc 550.00%0.00%0.00%Q3 2022Q3 20235
Visionary Asset Management, Inc. 550.06%0.07%0.09%Q3 2017Q3 20185
DUBUQUE BANK & TRUST CO 550.01%0.01%0.01%Q2 2014Q2 20155
AVANTAX ADVISORY SERVICES, INC. 410.01%0.01%0.01%Q3 2020Q3 20235
Weiss Multi-Strategy Advisers LLC 550.01%0.02%0.02%Q2 2013Q2 20145
COMERICA SECURITIES,INC. 410.02%0.02%0.02%Q1 2022Q2 20235
GQ Asset Management, LLC 550.05%0.07%0.11%Q1 2019Q1 20205
Crewe Advisors LLC 210.00%0.00%0.00%Q3 2020Q3 20235
Jupiter Investment Management Ltd 210.00%0.03%0.10%Q1 2014Q2 20205
Lombard Odier Asset Management (Europe) Ltd 550.09%0.19%0.29%Q2 2022Q2 20235
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.28%0.33%0.41%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.15%0.19%0.28%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
KOCH INDUSTRIES INC 440.06%0.10%0.13%Q2 2017Q1 20184
Kensington Investment Counsel, LLC 310.75%0.76%0.81%Q4 2020Q4 20214
Beaumont Financial Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.00%0.01%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 440.02%0.03%0.04%Q1 2019Q4 20194
Prana Capital Management, LP 210.27%0.62%1.03%Q3 2020Q3 20234
Bleakley Financial Group, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Man Investments Ltd 440.02%0.11%0.33%Q3 2013Q2 20144
REGENTATLANTIC CAPITAL LLC 310.01%0.02%0.02%Q4 2014Q3 20184
Astoria Portfolio Advisors LLC. 440.09%0.15%0.20%Q2 2022Q1 20234
Y.D. More Investments Ltd 440.02%0.04%0.06%Q4 2022Q3 20234
CenterBook Partners LP 440.06%0.14%0.22%Q3 2022Q2 20234
HST Ventures, LLC 310.79%2.25%4.82%Q3 2022Q3 20234
Strategic Capital Group LLC 440.01%0.33%0.52%Q2 2013Q1 20144
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 440.74%0.82%0.86%Q4 2022Q3 20234
AlphaCentric Advisors LLC 440.12%0.17%0.27%Q4 2022Q3 20234
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
CoreCap Advisors, LLC 310.00%0.02%0.03%Q4 2021Q4 20224
Pinkerton Retirement Specialists, LLC 310.05%0.11%0.27%Q2 2016Q3 20224
Financial Connections Group, Inc. 310.01%0.01%0.01%Q4 2021Q2 20234
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
GUARDIAN CAPITAL LP 440.01%0.02%0.02%Q4 2019Q3 20204
BB&T INVESTMENT SERVICES, INC. 440.00%0.01%0.02%Q1 2017Q4 20174
PARADIGM ASSET MANAGEMENT CO LLC 440.04%0.05%0.06%Q2 2022Q1 20234
Meiji Yasuda Life Insurance Co 440.05%0.06%0.06%Q3 2017Q2 20184
ALLSTATE CORP 310.01%0.01%0.01%Q3 2020Q4 20224
Joel Isaacson & Co., LLC 440.00%0.00%0.00%Q1 2016Q4 20164
HIGH POINT BANK & TRUST CO 440.01%0.01%0.01%Q1 2016Q4 20164
Pensionfund Sabic 440.37%0.40%0.45%Q3 2022Q2 20234
C Partners Holding GmbH 440.05%0.09%0.11%Q4 2017Q3 20184
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Centerpoint Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
JACOBS LEVY EQUITY MANAGEMENT, INC 310.01%0.02%0.03%Q4 2013Q2 20154
BRIDGES INVESTMENT MANAGEMENT INC 440.03%0.03%0.04%Q4 2018Q3 20194
Ceredex Value Advisors LLC 440.00%0.42%0.90%Q3 2020Q2 20214
LUCUS ADVISORS LLC 440.21%0.25%0.28%Q4 2014Q3 20154
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Greenwich Wealth Management LLC 210.04%0.04%0.05%Q3 2017Q2 20194
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.20%0.44%Q2 2020Q4 20214
ROPES WEALTH ADVISORS LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Forward Management, LLC 440.03%0.04%0.04%Q3 2015Q2 20164
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
Wealthcare Advisory Partners LLC 310.00%0.00%0.00%Q3 2019Q1 20214
Focused Wealth Management, Inc 440.02%0.02%0.03%Q3 2020Q2 20214
Selective Wealth Management, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
Covenant Partners, LLC 440.14%0.15%0.16%Q1 2019Q4 20194
Winton Capital Management Ltd 440.03%0.04%0.04%Q2 2013Q1 20144
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.01%0.01%0.01%Q4 2017Q3 20184
CLINTON GROUP INC 110.04%0.08%0.15%Q1 2014Q1 20174
Integrated Investment Consultants, LLC 310.02%0.05%0.06%Q1 2018Q4 20214
LMR Partners LLP 110.00%0.13%0.42%Q1 2016Q2 20204
CLEARBRIDGE, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Apollon Wealth Management, LLC 310.01%0.02%0.03%Q2 2022Q3 20234
B. Riley Financial, Inc. 440.11%0.12%0.14%Q3 2017Q2 20184
PALLADIEM, LLC 440.01%0.01%0.01%Q4 2014Q3 20154
Blooom, Inc. 440.26%0.49%0.72%Q4 2021Q3 20224
Destination Wealth Management 440.00%0.00%0.00%Q3 2018Q2 20194
Argentus Capital Management, LLC 440.08%0.10%0.12%Q4 2015Q3 20164
Qtron Investments LLC 310.04%0.16%0.30%Q1 2020Q4 20224
LIBERTY WEALTH MANAGEMENT LLC 440.00%0.00%0.01%Q4 2020Q3 20214
TWINBEECH CAPITAL LP 110.04%0.10%0.22%Q4 2019Q3 20234
RDA Financial Network 440.16%0.17%0.18%Q1 2019Q4 20194
361 CAPITAL LLC 220.42%0.54%0.63%Q2 2018Q2 20204
Realta Investment Advisors 440.03%0.05%0.10%Q1 2019Q4 20194
LEUTHOLD GROUP, LLC 440.28%0.33%0.39%Q2 2013Q1 20144
Ethic Inc. 220.01%0.02%0.02%Q2 2022Q3 20234
MONTAGE INVESTMENTS, LLC 440.90%1.65%3.32%Q4 2015Q3 20164
U S GLOBAL INVESTORS INC 310.03%0.42%0.64%Q3 2015Q3 20164
Chicago Partners Investment Group LLC 440.00%0.00%0.00%Q3 2017Q2 20184
Detalus Advisors, LLC 440.10%0.10%0.12%Q4 2022Q3 20234
Pacifica Partners Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
MAZAMA CAPITAL MANAGEMENT INC 440.00%0.01%0.01%Q1 2015Q4 20154
Mount Lucas Management LP 440.71%0.85%0.98%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
SteelPeak Wealth, LLC 440.06%0.10%0.12%Q2 2022Q1 20234
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Sonen Capital LLC 440.64%1.22%1.81%Q4 2021Q3 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 440.01%0.01%0.01%Q1 2016Q4 20164
TFO Wealth Partners, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
OLD NATIONAL BANCORP /IN/ 220.01%0.01%0.01%Q2 2022Q2 20234
Hixon Zuercher, LLC 440.20%0.23%0.27%Q4 2022Q3 20234
First Allied Advisory Services, Inc. 440.01%0.01%0.01%Q4 2019Q3 20204
AGF MANAGEMENT LTD 440.00%0.02%0.03%Q4 2022Q3 20234
Standard Family Office LLC 310.00%0.01%0.02%Q4 2020Q3 20224
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Spark Investment Management LLC 310.08%0.13%0.24%Q3 2014Q4 20194
Souders Financial Advisors 440.31%0.38%0.46%Q1 2020Q4 20204
Alpha Paradigm Partners, LLC 220.07%0.09%0.11%Q2 2021Q3 20224
ALETHEA CAPITAL MANAGEMENT, LLC 440.14%0.18%0.21%Q1 2019Q4 20194
SENTINEL ASSET MANAGEMENT, INC. 440.23%0.25%0.26%Q2 2013Q1 20144
Parametrica Management Ltd 220.10%0.29%0.55%Q2 2017Q4 20184
Berger Financial Group, Inc 440.03%0.03%0.03%Q1 2022Q4 20224
Catalyst Capital Advisors LLC 310.00%0.01%0.02%Q1 2016Q2 20234
XTX Topco Ltd 210.23%0.27%0.31%Q1 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.01%0.01%Q4 2020Q3 20214
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q4 2021Q3 20234
Farther Finance Advisors, LLC 440.01%0.03%0.04%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.39%0.40%0.41%Q4 2022Q3 20234
Price Wealth, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
KORNITZER CAPITAL MANAGEMENT INC /KS 210.17%0.27%0.33%Q3 2018Q3 20193
Arlington Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Neo Ivy Capital Management 210.02%0.21%0.59%Q4 2018Q4 20203
Perkins Coie Trust Co 210.00%0.00%0.00%Q2 2021Q3 20233
Aurora Investment Counsel 330.93%0.94%0.94%Q2 2013Q4 20133
LOGAN CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q3 2022Q1 20233
Financial Gravity Companies, Inc. 210.09%0.24%0.38%Q4 2017Q4 20183
MPS Loria Financial Planners, LLC 110.10%0.12%0.14%Q2 2017Q1 20193
Financial Enhancement Group LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Alpine Peaks Capital, LP 332.83%3.48%3.81%Q1 2023Q3 20233
American Trust 330.02%0.17%0.24%Q4 2021Q2 20223
Hudson Bay Capital Management LP 330.02%0.14%0.30%Q4 2018Q2 20193
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.02%0.19%0.37%Q2 2016Q3 20193
DENALI ADVISORS LLC 330.09%0.31%0.45%Q1 2016Q3 20163
Aptus Capital Advisors, LLC 330.03%0.05%0.07%Q2 2021Q4 20213
BOGLE INVESTMENT MANAGEMENT L P /DE/ 210.06%0.28%0.72%Q4 2016Q2 20203
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20213
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.01%Q4 2019Q2 20203
HighPoint Advisor Group LLC 210.02%0.03%0.04%Q2 2019Q3 20213
ArrowMark Colorado Holdings LLC 330.06%0.07%0.08%Q1 2023Q3 20233
MARATHON CAPITAL MANAGEMENT 330.06%0.07%0.07%Q1 2021Q3 20213
EVOKE WEALTH, LLC 210.00%0.00%0.00%Q4 2019Q3 20223
PDT Partners, LLC 110.01%0.02%0.03%Q3 2013Q2 20203
Origin Asset Management LLP 330.02%0.02%0.02%Q4 2015Q2 20163
Kathmere Capital Management, LLC 210.01%0.02%0.05%Q3 2020Q3 20223
Airain ltd 110.03%0.08%0.15%Q3 2013Q3 20163
J.Safra Asset Management Corp 210.07%0.17%0.38%Q4 2015Q3 20163
LRT Capital Management, LLC 331.39%1.42%1.46%Q1 2023Q3 20233
BIVIN & ASSOCIATES, INC. 330.02%0.03%0.03%Q4 2021Q2 20223
Gupta Wealth Management LLC 330.00%0.00%0.00%Q2 2015Q4 20153
Better Money Decisions, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Handelsinvest Investeringsforvaltning 330.92%2.01%3.06%Q1 2023Q3 20233
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Ascent Group, LLC 330.04%0.05%0.08%Q2 2022Q4 20223
People's United Financial, Inc. 330.01%0.01%0.01%Q3 2018Q1 20193
V Wealth Advisors LLC 210.01%0.11%0.16%Q2 2017Q2 20203
Schechter Investment Advisors, LLC 330.02%0.02%0.03%Q2 2022Q4 20223
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
EHP Funds Inc. 330.45%0.62%0.76%Q2 2022Q4 20223
Waratah Capital Advisors Ltd. 210.05%0.65%1.83%Q3 2013Q3 20223
Piermont Capital Management Inc. 330.07%0.14%0.18%Q1 2016Q3 20163
SkyView Investment Advisors, LLC 330.00%0.01%0.01%Q4 2020Q2 20213
Lee Financial Co 210.00%0.00%0.00%Q1 2018Q4 20213
ABLE Financial Group, LLC 330.23%0.28%0.34%Q1 2023Q3 20233
KINGS POINT CAPITAL MANAGEMENT 330.00%0.00%0.00%Q3 2021Q1 20223
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 210.00%0.03%0.09%Q1 2013Q4 20143
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TCW GROUP INC 330.02%0.11%0.16%Q1 2020Q3 20203
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.01%0.02%Q3 2015Q4 20203
SAC Capital Advisors LP 330.00%0.00%0.01%Q3 2013Q1 20143
TOMPKINS FINANCIAL CORP 330.01%0.01%0.01%Q3 2020Q1 20213
Princeton Alpha Management LP 210.06%0.09%0.13%Q1 2014Q1 20163
Jane Street Holding, LLC 330.00%0.02%0.03%Q2 2013Q4 20133
JSF Financial, LLC 330.21%0.22%0.23%Q1 2022Q3 20223
WORLDQUANT MILLENNIUM ADVISORS LLC 210.06%0.15%0.29%Q4 2021Q3 20233
COUNTRY TRUST BANK 330.00%0.00%0.00%Q2 2018Q4 20183
Harvest Investment Services, LLC 330.11%0.11%0.12%Q2 2021Q4 20213
DUALITY ADVISERS, LP 210.10%0.35%0.56%Q4 2022Q3 20233
Convergence Investment Partners, LLC 330.16%0.20%0.24%Q2 2022Q4 20223
Capula Management Ltd 210.00%0.00%0.01%Q2 2021Q3 20223
KHP Capital, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
CARLSON CAPITAL L P 210.12%0.21%0.30%Q4 2014Q4 20223
Index Management Solutions, LLC 330.00%0.01%0.01%Q4 2014Q2 20153
WALL STREET ASSOCIATES 330.09%0.13%0.18%Q2 2016Q4 20163
Daiwa SB Investments Ltd. 330.04%0.04%0.04%Q3 2018Q1 20193
TRILLIUM ASSET MANAGEMENT, LLC 330.08%0.12%0.15%Q1 2023Q3 20233
Kames Capital Management Ltd 330.06%0.13%0.19%Q2 2014Q4 20143
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 210.00%0.00%0.01%Q3 2019Q1 20213
WRIGHT INVESTORS SERVICE INC 330.10%0.14%0.19%Q4 2013Q2 20143
Ethos Financial Group, LLC 330.06%0.08%0.10%Q4 2022Q2 20233
Junto Capital Management LP 210.19%0.95%1.89%Q1 2020Q4 20203
Independent Advisor Alliance 330.05%0.19%0.41%Q3 2020Q1 20213
FAS Wealth Partners, Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
Shamrock Asset Management LLC 330.01%0.18%0.32%Q1 2016Q3 20163
HARDING LOEVNER LP 210.00%0.00%0.00%Q2 2019Q4 20213
Unified Trust Company, N.A. 331.30%1.34%1.36%Q1 2021Q3 20213
Legacy Capital Wealth Partners, LLC 110.11%0.15%0.18%Q1 2021Q3 20233
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q1 2020Q3 20203
Goodman Advisory Group, LLC 210.64%1.26%1.56%Q4 2021Q3 20233
Certified Advisory Corp 210.00%0.00%0.00%Q1 2020Q1 20213
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Parkwood LLC 330.03%0.04%0.04%Q4 2016Q2 20173
Chiron Investment Management, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Fernwood Investment Management, LLC 330.74%0.80%0.87%Q4 2013Q2 20143
Athanor Capital, LP 330.01%0.04%0.08%Q2 2020Q4 20203
EXANE DERIVATIVES 330.05%0.10%0.14%Q4 2021Q2 20223
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20213
INVESTMENT COUNSELORS OF MARYLAND LLC 330.74%0.76%0.78%Q2 2013Q4 20133
Aquatic Capital Management LLC 110.03%0.08%0.12%Q3 2022Q3 20233
Investors Capital Advisory Services 330.05%0.06%0.07%Q4 2015Q2 20163
Checchi Capital Advisers, LLC 210.01%0.01%0.02%Q1 2016Q2 20223
OSTRUM ASSET MANAGEMENT 330.21%0.22%0.23%Q1 2023Q3 20233
Front Row Advisors LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Lourd Capital, LLC 210.02%0.02%0.03%Q4 2017Q4 20183
Procyon Advisors, LLC 330.08%0.10%0.13%Q4 2019Q2 20203
BlueCrest Capital Management Ltd 110.01%0.03%0.05%Q3 2015Q4 20183
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Colonial Trust Advisors 330.00%0.00%0.00%Q1 2023Q3 20233
Y-Intercept (Hong Kong) Ltd 210.06%0.06%0.06%Q1 2021Q1 20233
Baader Bank Aktiengesellschaft 330.03%0.04%0.06%Q2 2022Q4 20223
Cornerstone Wealth Management, LLC 110.00%0.02%0.05%Q2 2017Q2 20182
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Emerald Acquisition Ltd. 220.04%0.04%0.04%Q2 2016Q3 20162
Bellwether Investment Group, LLC 220.02%0.04%0.06%Q4 2016Q1 20172
RGT Wealth Advisors, LLC 110.14%0.43%0.72%Q1 2017Q3 20182
USA FINANCIAL FORMULAS 220.02%0.10%0.17%Q2 2022Q3 20222
FAIRFIELD, BUSH & CO. 110.02%0.03%0.05%Q2 2022Q2 20232
CIM, LLC 220.23%0.23%0.24%Q4 2016Q1 20172
Price Capital Management, Inc. 110.15%3.92%7.69%Q1 2015Q1 20182
PFG Advisors 220.35%0.35%0.36%Q4 2018Q1 20192
Acrospire Investment Management LLC 110.01%0.06%0.11%Q1 2016Q2 20172
Spectrum Asset Management, Inc. (NB/CA) 110.51%0.53%0.55%Q4 2019Q2 20202
Newfound Research LLC 220.07%0.16%0.24%Q3 2020Q4 20202
Karp Capital Management Corp 110.00%0.03%0.06%Q1 2017Q3 20222
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2019Q4 20202
Argent Trust Co 220.01%0.02%0.02%Q2 2023Q3 20232
Caprock Group, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
THOMPSON SIEGEL & WALMSLEY LLC 220.00%0.03%0.06%Q1 2017Q2 20172
FLPUTNAM INVESTMENT MANAGEMENT CO 220.08%0.08%0.08%Q2 2023Q3 20232
Syntal Capital Partners, LLC 110.62%0.69%0.77%Q3 2018Q2 20202
Malaga Cove Capital, LLC 220.41%0.41%0.41%Q4 2018Q1 20192
LBA Wealth Management, LLC 110.01%0.01%0.01%Q3 2014Q1 20162
Belpointe Asset Management LLC 220.00%0.00%0.01%Q4 2022Q1 20232
CenterStar Asset Management, LLC 110.03%0.03%0.03%Q3 2021Q3 20212
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Peachtree Investment Advisors, Inc. 220.01%0.01%0.01%Q3 2014Q4 20142
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
BRC Investment Management LLC 220.07%0.07%0.08%Q2 2013Q3 20132
MANA Advisors LLC 110.53%0.81%1.10%Q3 2018Q2 20192
Verity Asset Management, Inc. 110.16%0.20%0.23%Q1 2022Q3 20222
Prime Capital Investment Advisors, LLC 110.00%0.05%0.10%Q3 2019Q2 20212
First National Bank of South Miami 220.02%0.02%0.02%Q4 2021Q1 20222
WELD CAPITAL MANAGEMENT LLC 110.15%0.48%0.81%Q4 2019Q2 20212
BANK OF STOCKTON 220.09%0.11%0.12%Q2 2020Q3 20202
GREENLEAF TRUST 110.00%0.00%0.00%Q1 2022Q3 20222
Thor Advisors, LLC 110.00%0.44%0.88%Q3 2019Q1 20202
Edge Advisors, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
SVA Wealth Management, LLC 220.05%0.05%0.05%Q3 2015Q4 20152
Alera Investment Advisors, LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Tuttle Capital Management, LLC 110.27%0.54%0.82%Q1 2019Q3 20192
PRW Wealth Management LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Wahed Invest LLC 110.08%0.08%0.09%Q4 2021Q2 20222
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
Summit Financial, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q1 20212
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
Lyon Street Capital, LLC 220.88%0.94%1.00%Q4 2021Q1 20222
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Headlands Technologies LLC 220.06%0.09%0.12%Q2 2023Q3 20232
Nine Chapters Capital Management LLC 110.11%0.14%0.18%Q3 2013Q1 20142
Cinctive Capital Management LP 110.17%0.22%0.28%Q4 2021Q1 20232
Sierra Capital LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Kingsview Wealth Management, LLC 110.04%0.06%0.08%Q2 2020Q3 20222
PFG Private Wealth Management, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
Sound Financial Strategies Group, LLC 220.29%0.32%0.34%Q4 2020Q1 20212
Parcion Private Wealth LLC 220.05%0.06%0.07%Q4 2019Q1 20202
Vulcan Value Partners, LLC 220.18%0.20%0.21%Q2 2015Q3 20152
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q3 20222
Engrave Wealth Partners LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Investment Management Corp of Ontario 110.08%0.09%0.10%Q4 2022Q3 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
INCEPTIONR LLC 110.26%0.26%0.26%Q4 2022Q2 20232
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
GoalVest Advisory LLC 220.01%0.01%0.01%Q2 2023Q3 20232
BBT Capital Management, LLC 110.04%0.17%0.30%Q1 2014Q2 20192
Phase 2 Partners, LLC 222.53%2.78%3.02%Q4 2022Q1 20232
Alpha DNA Investment Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
OneAscent Wealth Management LLC 220.21%0.22%0.22%Q4 2020Q1 20212
Golden State Equity Partners 220.08%0.08%0.09%Q2 2023Q3 20232
Capitolis Advisors LLC 110.01%0.02%0.02%Q4 2020Q4 20212
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
QUANTITATIVE VALUE TECHNOLOGIES, LLC 220.62%0.69%0.75%Q1 2021Q2 20212
Accurate Wealth Management, LLC 110.00%0.44%0.88%Q2 2022Q4 20222
AM Squared Ltd 220.04%0.16%0.28%Q1 2023Q2 20232
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
MIRABELLA FINANCIAL SERVICES LLP 110.06%0.07%0.09%Q2 2022Q3 20232
Kolinsky Wealth Management, LLC 220.20%0.20%0.21%Q2 2023Q3 20232
TCWP LLC 220.01%0.48%0.95%Q4 2021Q1 20222
RENAISSANCE GROUP LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
CTC Capital Management, LLC 110.45%0.57%0.70%Q2 2022Q4 20222
City State Bank 220.00%0.00%0.00%Q2 2023Q3 20232
Kula Investments, LLC 220.08%0.11%0.14%Q4 2022Q1 20232
iSAM Funds (UK) Ltd 110.17%0.42%0.68%Q1 2023Q3 20232
Crestline Management, LP 110.07%0.07%0.07%Q2 2020Q2 20202
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2018Q3 20182
Fortitude Advisory Group L.L.C. 220.02%0.03%0.04%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
V-Square Quantitative Management LLC 220.02%0.05%0.09%Q2 2023Q3 20232
Hoxton Planning & Management, LLC 110.13%0.14%0.16%Q4 2022Q2 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
SYSTM Wealth Solutions LLC 220.03%0.17%0.30%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.05%0.05%0.06%Q3 2022Q4 20222
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Schoolcraft Capital LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
CASTLEARK MANAGEMENT LLC 220.03%0.04%0.05%Q2 2022Q3 20222
Ground Swell Capital, LLC 110.70%0.89%1.07%Q4 2020Q2 20222
Zweig-DiMenna Associates LLC 110.01%0.01%0.01%Q1 2014Q4 20142
BANK OF HAWAII 220.02%0.02%0.02%Q1 2016Q2 20162
BHF Kleinwort Benson Group S.A. 110.05%0.07%0.08%Q2 2015Q4 20152
ZACKS INVESTMENT MANAGEMENT 220.08%0.12%0.16%Q1 2019Q2 20192
ETRADE Capital Management LLC 110.00%0.00%0.00%Q3 2013Q2 20202
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q2 2023Q3 20232
West Coast Financial LLC 220.94%0.95%0.96%Q2 2023Q3 20232
MENTA CAPITAL LLC 110.02%0.04%0.06%Q4 2016Q3 20172
MJP ASSOCIATES INC /ADV 220.06%0.07%0.08%Q2 2023Q3 20232
CURIAN CAPITAL LLC 220.03%0.03%0.04%Q4 2014Q1 20152
Bank of Kentucky, Inc. 220.01%0.01%0.01%Q1 2014Q2 20142
MISSOURI VALLEY PARTNERS, INC. 220.33%0.36%0.38%Q2 2013Q3 20132
TIEDEMANN ADVISORS, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Savant Capital, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Diversified Trust Co 110.01%0.04%0.07%Q2 2013Q1 20212
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q1 2020Q2 20202
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.01%Q2 2013Q3 20132
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2021Q2 20212
ADVANCE CAPITAL I INC 220.13%0.14%0.15%Q2 2013Q3 20132
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 110.01%0.02%0.02%Q2 2013Q2 20182
Timber Hill LLC 110.00%0.00%0.00%Q4 2013Q2 20142
Sandy Spring Bank 220.00%0.00%0.00%Q2 2015Q3 20152
BBVA USA 220.07%0.07%0.08%Q2 2021Q3 20212
OLD MISSION CAPITAL LLC 110.01%0.02%0.02%Q4 2018Q1 20222
Alyeska Investment Group, L.P. 220.01%0.10%0.19%Q1 2020Q2 20202
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.01%0.01%0.01%Q1 2022Q3 20222
MANCHESTER FINANCIAL INC 220.00%0.00%0.00%Q1 2020Q2 20202
SII INVESTMENTS INC/WI 220.01%0.01%0.01%Q2 2017Q3 20172
OXFORD ASSET MANAGEMENT LLP 110.01%0.09%0.17%Q2 2017Q3 20192
Willis Investment Counsel 220.03%0.03%0.03%Q2 2023Q3 20232
ATLAS CAPITAL ADVISORS LLC 110.01%0.01%0.02%Q2 2020Q3 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Graham Capital Management, L.P. 220.01%0.01%0.01%Q2 2023Q3 20232
I.G. INVESTMENT MANAGEMENT, LTD. 220.00%0.00%0.00%Q3 2014Q4 20142
Champlain Investment Partners, LLC 220.90%1.05%1.19%Q1 2013Q2 20132
Numeric Investors LLC 110.00%0.00%0.00%Q3 2014Q3 20152
ROSENBLUM SILVERMAN SUTTON S F INC /CA 220.15%0.16%0.16%Q3 2014Q4 20142
Polar Asset Management Partners Inc. 110.01%0.30%0.58%Q2 2014Q3 20202
M&G INVESTMENT MANAGEMENT LTD 110.00%0.00%0.01%Q2 2020Q1 20222
Independent Portfolio Consultants, Inc. 110.01%0.07%0.13%Q2 2014Q4 20152
Ilmarinen Mutual Pension Insurance Co 220.10%0.10%0.10%Q3 2020Q4 20202
Krilogy Financial LLC 220.01%0.01%0.01%Q3 2015Q4 20152
Allegis Investment Advisors, LLC 110.01%0.03%0.06%Q4 2015Q4 20172
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q2 20192
Zions Bancorporation 110.03%0.06%0.08%Q3 2017Q3 20182
Zurich Insurance Group Ltd/FI 220.01%0.01%0.02%Q1 2023Q2 20232
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
Stanley-Laman Group, Ltd. 110.05%0.05%0.05%Q3 2020Q3 20201
QRG CAPITAL MANAGEMENT, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
qPULA Trading Management LP 110.32%0.32%0.32%Q1 2022Q1 20221
Parplus Partners 110.10%0.10%0.10%Q4 2019Q4 20191
Jackson Creek Investment Advisors LLC 110.12%0.12%0.12%Q1 2022Q1 20221
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Haafor (Singapore) Pte. Ltd. 110.58%0.58%0.58%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
NinePointTwo Capital LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Amalgamated Financial Corp. 110.04%0.04%0.04%Q1 2022Q1 20221
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Aureus Asset Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Brookfield Asset Management 110.02%0.02%0.02%Q2 2023Q2 20231
BDO Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Jacobi Capital Management LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
WFA of San Diego, LLC 110.40%0.40%0.40%Q2 2020Q2 20201
Geneva Partners, LLC 110.37%0.37%0.37%Q2 2020Q2 20201
DEERE & CO 110.04%0.04%0.04%Q2 2013Q2 20131
Bluefin Trading, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Neuberger Berman Canada ULC 110.13%0.13%0.13%Q2 2013Q2 20131
PACES FERRY WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Sterling Global Strategies LLC 110.09%0.09%0.09%Q4 2018Q4 20181
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q1 2019Q1 20191
USCA RIA LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Annandale Capital, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Stelac Advisory Services LLC 110.07%0.07%0.07%Q3 2019Q3 20191
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q4 2016Q4 20161
Truadvice, LLC 110.06%0.06%0.06%Q2 2021Q2 20211
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
MOODY LYNN & LIEBERSON, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Findlay Park Partners LLP 110.38%0.38%0.38%Q2 2013Q2 20131
Eudaimonia Partners, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Brevan Howard Capital Management LP 110.00%0.00%0.00%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kemnay Advisory Services Inc. 110.08%0.08%0.08%Q2 2020Q2 20201
BFSG, LLC 110.15%0.15%0.15%Q1 2018Q1 20181
Israel Discount Bank of New York 110.05%0.05%0.05%Q1 2017Q1 20171
ALLSTATE INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q4 2022Q4 20221
Heritage Trust Co 110.10%0.10%0.10%Q1 2017Q1 20171
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ALGERT GLOBAL LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Asio Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Stokes Family Office, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Cohen Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
SIMMONS FIRST TRUST CO NA 119.26%9.26%9.26%Q4 2015Q4 20151
DFPG INVESTMENTS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
WISCONSIN CAPITAL MANAGEMENT LLC 110.35%0.35%0.35%Q4 2014Q4 20141
Fortis Capital Management LLC 111.48%1.48%1.48%Q3 2020Q3 20201
Lion Street Advisors, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2018Q1 20181
MADISON WEALTH MANAGEMENT 110.08%0.08%0.08%Q4 2019Q4 20191
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Key FInancial Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Great Diamond Partners, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
S.A. Mason LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Founders Capital Management 110.00%0.00%0.00%Q1 2017Q1 20171
WASHINGTON TRUST Co 110.00%0.00%0.00%Q4 2021Q4 20211
JS Capital Management LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Knowledge Leaders Capital, LLC 110.77%0.77%0.77%Q3 2022Q3 20221
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
CORBETT ROAD CAPITAL MANAGEMENT, LLC 111.06%1.06%1.06%Q2 2022Q2 20221
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q1 20171
Avion Wealth 110.00%0.00%0.00%Q1 2023Q1 20231
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Gyon Technologies Capital Management, LP 110.10%0.10%0.10%Q4 2022Q4 20221
CXI Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q1 2017Q1 20171
Coatue Management 110.01%0.01%0.01%Q4 2019Q4 20191
Woodline Partners LP 110.01%0.01%0.01%Q3 2023Q3 20231
FIDUCIARY MANAGEMENT INC /WI/ 110.18%0.18%0.18%Q2 2013Q2 20131
DRW Securities, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
Core Alternative Capital 110.00%0.00%0.00%Q1 2023Q1 20231
Bremer Bank National Association 110.00%0.00%0.00%Q1 2019Q1 20191
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Brendel Financial Advisors LLC 111.71%1.71%1.71%Q2 2020Q2 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Nalls Sherbakoff Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Petrus Trust Company, LTA 110.04%0.04%0.04%Q2 2023Q2 20231
Intrinsic Edge Capital Management LLC 110.32%0.32%0.32%Q1 2022Q1 20221
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
NEXPOINT ASSET MANAGEMENT, L.P. 110.04%0.04%0.04%Q4 2021Q4 20211
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Gillson Capital LP 110.46%0.46%0.46%Q2 2023Q2 20231
MYCIO WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Arabesque Asset Management Ltd 111.37%1.37%1.37%Q4 2018Q4 20181
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Moloney Securities Asset Management, LLC 110.17%0.17%0.17%Q2 2022Q2 20221
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
LWM Advisory Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Matarin Capital Management, LLC 110.25%0.25%0.25%Q3 2018Q3 20181
Alpha Quant Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Skylands Capital, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Old North State Trust, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MQS Management LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Alpine Global Management, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
NatWest Group plc 110.02%0.02%0.02%Q3 2013Q3 20131
Stone House Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kavar Capital Partners, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Canton Hathaway, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Fisher Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Faithward Advisors, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Bison Wealth, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SPRING CREEK CAPITAL LLC 110.13%0.13%0.13%Q2 2018Q2 20181
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Quantitative Systematic Strategies LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Versor Investments LP 110.24%0.24%0.24%Q3 2023Q3 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MOTCO 110.00%0.00%0.00%Q4 2020Q4 20201
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Pointe Capital Management LLC 110.03%0.03%0.03%Q1 2023Q1 20231
TOTH FINANCIAL ADVISORY CORP 110.06%0.06%0.06%Q2 2020Q2 20201
HOURGLASS CAPITAL, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Laffer Tengler Investments, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q1 2016Q1 20161
Delpha Capital Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Fullerton Fund Management Co Ltd. 110.02%0.02%0.02%Q4 2022Q4 20221
Braun-Bostich & Associates Inc. 110.03%0.03%0.03%Q3 2020Q3 20201
Pflug Koory, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Cleary Gull Holdings Inc. 110.23%0.23%0.23%Q1 2016Q1 20161
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Fulcrum Equity Management 110.05%0.05%0.05%Q3 2019Q3 20191
Crosspoint Capital Strategies, LLC 113.06%3.06%3.06%Q1 2016Q1 20161
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Aristides Capital LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Patten Group, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
First Bank & Trust 110.00%0.00%0.00%Q2 2019Q2 20191
CNB Bank 110.00%0.00%0.00%Q1 2022Q1 20221
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Paulson Wealth Management Inc. 110.05%0.05%0.05%Q4 2017Q4 20171
MUFG Securities EMEA plc 110.03%0.03%0.03%Q4 2019Q4 20191
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Chesapeake Wealth Management 110.18%0.18%0.18%Q4 2018Q4 20181
Barnett & Company, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Banco Santander, S.A. 110.01%0.01%0.01%Q2 2020Q2 20201
ARVEST TRUST CO N A 110.01%0.01%0.01%Q4 2021Q4 20211
WEXFORD CAPITAL LP 110.01%0.01%0.01%Q4 2020Q4 20201
Banco de Sabadell, S.A 110.14%0.14%0.14%Q3 2019Q3 20191
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
D'Orazio & Associates, Inc. 110.10%0.10%0.10%Q3 2022Q3 20221
Gryphon Financial Partners LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Enlightenment Research, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
BAROMETER CAPITAL MANAGEMENT INC. 110.39%0.39%0.39%Q1 2016Q1 20161
1620 INVESTMENT ADVISORS, INC. 112.01%2.01%2.01%Q2 2023Q2 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2013Q2 20131
Intersect Capital LLC 110.11%0.11%0.11%Q2 2022Q2 20221
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PrairieView Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bridgefront Capital, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Wedmont Private Capital 110.08%0.08%0.08%Q3 2022Q3 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sequoia Financial Advisors, LLC 110.17%0.17%0.17%Q4 2013Q4 20131
Raleigh Capital Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Resurgent Financial Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Greenland Capital Management LP 110.36%0.36%0.36%Q4 2022Q4 20221
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.26%0.26%0.26%Q3 2023Q3 20231
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
J. Goldman & Co LP 110.01%0.01%0.01%Q4 2022Q4 20221
NEW YORK LIFE TRUST CO 110.01%0.01%0.01%Q2 2013Q2 20131
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
McElhenny Sheffield Capital Management, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
PLATINUM INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q1 2023Q1 20231
United Asset Strategies, Inc. 110.17%0.17%0.17%Q1 2022Q1 20221
Utah Peaks Capital Inc 110.60%0.60%0.60%Q4 2022Q4 20221
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Hilton Capital Management, LLC 112.24%2.24%2.24%Q4 2015Q4 20151
W.H. Cornerstone Investments Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
Alaethes Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Triangle Securities Wealth Management 110.03%0.03%0.03%Q2 2013Q2 20131
NEXT Financial Holdings 110.06%0.06%0.06%Q1 2019Q1 20191
Point72 Middle East FZE 110.03%0.03%0.03%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Thrive Wealth Management, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
3D/L Capital Management, LLC 111.26%1.26%1.26%Q4 2020Q4 20201
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
KBI Global Investors Ltd 110.06%0.06%0.06%Q2 2016Q2 20161
Cutter & CO Brokerage, Inc. 110.09%0.09%0.09%Q3 2019Q3 20191
FourThought Financial Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
StoneX Group Inc. 110.51%0.51%0.51%Q2 2017Q2 20171
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ELEMENT CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q2 2020Q2 20201
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Jaffetilchin Investment Partners, LLC 110.11%0.11%0.11%Q1 2016Q1 20161
Liontrust Investment Partners LLP 110.11%0.11%0.11%Q1 2023Q1 20231
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Baystate Wealth Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Delta Lloyd Asset Management N.V. 110.02%0.02%0.02%Q2 2017Q2 20171
West Tower Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
True Wealth Design, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Redwood Investment Management, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Trivant Custom Portfolio Group, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Numerai GP LLC 110.78%0.78%0.78%Q1 2023Q1 20231
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Leucadia National 110.01%0.01%0.01%Q4 2022Q4 20221
External links

This page lists all the filers that currently own HENRY JACK & ASSOC INC or have owned HENRY JACK & ASSOC INC in the past.