INTUIT shareholder history

Current and past INTUIT shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.05%0.36%Q1 2012Q3 2023136
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.02%0.11%Q2 2013Q3 2023126
CITIGROUP INC 42420.00%0.02%0.10%Q2 2013Q3 2023121
Parallax Volatility Advisers, L.P. 24170.00%0.02%0.23%Q2 2013Q3 2023115
Walleye Trading LLC 42420.00%0.03%0.21%Q2 2013Q3 2023112
D. E. Shaw & Co., Inc. 42420.00%0.03%0.18%Q2 2013Q3 2023105
BARCLAYS PLC 42420.00%0.06%0.39%Q2 2013Q3 2023103
Citadel Advisors 42420.00%0.04%0.31%Q2 2013Q3 202399
HSBC HOLDINGS PLC 47470.00%0.06%0.24%Q1 2012Q3 202399
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.04%0.23%Q2 2013Q3 202395
CAPITAL FUND MANAGEMENT S.A. 2210.00%0.13%0.72%Q2 2013Q3 202386
WOLVERINE TRADING, LLC 17120.00%0.03%0.10%Q2 2016Q3 202382
JANE STREET GROUP, LLC 2720.00%0.01%0.06%Q2 2014Q3 202381
UBS Group AG 36360.00%0.02%0.14%Q4 2014Q3 202381
BANK OF AMERICA CORP /DE/ 42420.00%0.04%0.14%Q2 2013Q3 202380
MILLENNIUM MANAGEMENT LLC 42420.00%0.05%0.33%Q2 2013Q3 202379
Twin Tree Management, LP 1310.00%0.07%0.46%Q4 2012Q3 202368
Cutler Group LLC / CA 2180.00%0.03%0.35%Q4 2015Q3 202365
TWO SIGMA SECURITIES, LLC 17100.00%0.04%0.29%Q4 2016Q3 202365
DEUTSCHE BANK AG\ 41410.00%0.10%0.30%Q3 2013Q3 202360
PEAK6 Investments LLC 21210.00%0.06%0.35%Q3 2018Q3 202359
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.09%0.40%Q4 2015Q3 202358
PEAK6 Group LLC 21210.00%0.02%0.13%Q2 2013Q2 201858
Paloma Partners Management Co 1620.00%0.06%0.30%Q2 2013Q2 202357
HUNTINGTON NATIONAL BANK 36200.00%0.05%0.12%Q1 2009Q3 202356
TWO SIGMA INVESTMENTS, LP 1910.00%0.07%0.42%Q2 2013Q3 202356
ROYAL BANK OF CANADA 42420.00%0.07%0.22%Q2 2013Q3 202354
CREDIT SUISSE AG/ 43430.00%0.09%0.28%Q1 2013Q3 202353
Laurion Capital Management LP 1110.00%0.09%0.41%Q4 2013Q3 202353
Squarepoint Ops LLC 2210.00%0.29%1.25%Q4 2014Q3 202351
BALYASNY ASSET MANAGEMENT L.P. 2410.00%0.16%0.69%Q3 2013Q3 202350
BANK OF MONTREAL /CAN/ 3920.00%0.04%0.12%Q2 2013Q3 202350
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.09%0.16%0.43%Q3 2011Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.06%0.14%0.31%Q3 2011Q3 202349
AMALGAMATED BANK 4080.10%0.19%0.35%Q2 2011Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.02%0.14%0.36%Q4 2011Q3 202348
M&T BANK CORP 42420.00%0.05%0.15%Q2 2013Q3 202347
Allianz Asset Management GmbH 42420.00%0.31%0.81%Q2 2013Q3 202346
MUFG Americas Holdings Corp 3790.00%0.11%0.64%Q4 2010Q3 202246
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.00%0.16%0.44%Q2 2013Q3 202346
BlackRock Inc. 42420.00%0.19%0.41%Q2 2013Q3 202346
LPL Financial LLC 42420.00%0.02%0.06%Q2 2013Q3 202345
WELLS FARGO & COMPANY/MN 42420.00%0.08%0.21%Q2 2013Q3 202345
Cubist Systematic Strategies, LLC 38380.00%0.18%0.75%Q2 2014Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.16%0.32%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.01%0.33%0.71%Q4 2012Q3 202344
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.05%0.18%0.37%Q1 2013Q3 202343
Conestoga Capital Advisors, LLC 43430.01%0.02%0.04%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.07%0.14%0.24%Q1 2013Q3 202343
NOMURA HOLDINGS INC 1210.00%0.02%0.16%Q4 2012Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.56%0.99%1.67%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.10%0.20%0.38%Q1 2013Q3 202343
BANK OF NOVA SCOTIA 43430.00%0.08%0.36%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.01%0.02%Q1 2013Q3 202343
WESTPAC BANKING CORP 42420.00%0.26%1.10%Q2 2013Q3 202343
COMMERCE BANK 43430.02%0.08%0.26%Q1 2013Q3 202343
TORONTO DOMINION BANK 43430.00%0.07%0.37%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.03%0.06%Q4 2012Q2 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.05%0.17%Q1 2013Q3 202343
EXENCIAL WEALTH ADVISORS, LLC 43430.04%0.71%1.20%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.09%0.17%0.31%Q1 2013Q3 202343
Jefferies Group LLC 1210.00%0.02%0.11%Q2 2013Q3 202243
SOMERVILLE KURT F 29140.04%0.06%0.11%Q4 2012Q3 202343
BRYN MAWR TRUST Co 43430.46%0.62%0.83%Q1 2013Q3 202343
AQR Capital Management 4210.01%0.25%0.74%Q4 2012Q3 202343
First Horizon Advisors, Inc. 4030.00%0.08%0.45%Q1 2012Q3 202343
PANAGORA ASSET MANAGEMENT INC 42420.01%0.36%0.82%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.02%0.14%0.65%Q2 2013Q3 202342
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 42420.29%0.88%1.57%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.26%0.65%1.03%Q2 2013Q3 202342
EADS & HEALD WEALTH MANAGEMENT 42420.52%0.68%0.98%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.15%0.33%Q2 2013Q3 202342
DISCIPLINED GROWTH INVESTORS INC /MN 42422.76%3.84%4.64%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.02%0.40%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.10%0.20%0.36%Q2 2013Q3 202342
JACOBS & CO/CA 42420.30%0.47%0.77%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.04%0.40%1.30%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.02%0.19%0.53%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.02%0.10%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.49%0.93%1.52%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.12%0.27%0.52%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.16%0.24%0.48%Q2 2013Q3 202342
STATE STREET CORP 42420.09%0.18%0.35%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.22%0.69%1.18%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.03%0.66%1.15%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.03%0.16%0.32%Q2 2013Q3 202342
UMB Bank, n.a. 42420.24%0.69%1.32%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.08%0.29%0.76%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42422.25%3.84%6.00%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.03%0.10%0.24%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.00%0.22%0.67%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.11%0.15%0.18%Q2 2013Q3 202342
ALTA CAPITAL MANAGEMENT LLC/ 42420.31%0.98%2.85%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.02%0.09%0.23%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.09%0.22%0.80%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.04%0.08%0.28%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.01%0.03%0.31%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.09%0.19%0.36%Q2 2013Q3 202342
FAIRFIELD, BUSH & CO. 42420.07%0.31%1.22%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.12%0.25%0.50%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.13%0.19%0.25%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.05%0.12%0.25%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.05%0.19%0.41%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.09%0.33%0.53%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.10%1.67%3.32%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.00%0.08%0.20%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.08%0.24%0.63%Q2 2013Q3 202342
MIDDLETON & CO INC/MA 42420.66%1.00%1.88%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.09%0.16%0.27%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.30%0.53%0.97%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.07%0.23%0.45%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.09%0.34%Q2 2013Q3 202342
AVIVA PLC 42420.05%0.16%0.39%Q2 2013Q3 202342
DAVIDSON INVESTMENT ADVISORS 42420.66%0.93%1.40%Q2 2013Q3 202342
NICHOLS & PRATT ADVISERS LLP /MA 42420.24%0.90%2.06%Q2 2013Q3 202342
Invesco Ltd. 42420.09%0.24%0.56%Q2 2013Q3 202342
CULLINAN ASSOCIATES INC 42420.09%0.48%1.02%Q2 2013Q3 202342
GLYNN CAPITAL MANAGEMENT LLC 42420.13%0.23%0.56%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.05%0.10%0.25%Q2 2013Q3 202342
CARDEROCK CAPITAL MANAGEMENT INC 42421.09%2.20%3.31%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.01%0.28%0.78%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.03%0.43%0.95%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.02%0.07%0.16%Q2 2013Q3 202342
CREDIT AGRICOLE S A 29120.00%0.23%0.72%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.01%0.10%0.29%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.09%0.31%0.83%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.10%0.21%0.38%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.09%0.28%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.09%0.26%Q2 2013Q3 202342
AXA S.A. 42420.03%0.19%0.41%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.05%0.29%0.67%Q2 2013Q3 202342
MORGAN STANLEY 42420.03%0.10%0.20%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.10%0.21%0.33%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.07%0.29%0.45%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.08%0.17%0.33%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.03%0.19%0.40%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.05%0.37%0.76%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.04%0.14%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.04%0.12%0.25%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.08%0.15%0.26%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.11%0.16%0.25%Q2 2013Q3 202342
Saturna Capital CORP 42421.49%2.88%5.34%Q2 2013Q3 202342
TAURUS ASSET MANAGEMENT, LLC 42421.72%2.57%3.82%Q2 2013Q3 202342
WENDELL DAVID ASSOCIATES INC 42420.80%1.58%2.52%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.17%0.29%0.51%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.07%0.24%2.20%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.03%1.32%2.96%Q2 2013Q3 202342
Private Capital Advisors, Inc. 42420.14%0.35%0.63%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.09%0.21%0.48%Q2 2013Q3 202342
AMICA MUTUAL INSURANCE CO 42420.12%0.36%1.13%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.06%0.14%0.27%Q2 2013Q3 202342
ProShare Advisors LLC 42420.10%0.28%0.70%Q2 2013Q3 202342
HEADINVEST, LLC 42420.98%1.62%2.33%Q2 2013Q3 202342
NORGES BANK 4020.09%0.15%0.31%Q2 2012Q4 202242
Bath Savings Trust Co 42421.71%2.34%2.98%Q2 2013Q3 202342
NOVARE CAPITAL MANAGEMENT LLC 42420.19%0.42%1.09%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.16%0.22%0.35%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.03%0.08%0.13%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.00%0.05%0.22%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.02%0.09%0.81%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.09%0.33%Q2 2013Q3 202342
Employees Retirement System of Texas 42420.03%0.19%0.81%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.32%0.59%0.87%Q2 2013Q3 202342
STRS OHIO 42420.08%0.28%0.55%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.02%0.19%0.44%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.22%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.06%0.25%0.88%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.02%0.33%1.27%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.00%0.31%1.14%Q2 2013Q3 202342
MAR VISTA INVESTMENT PARTNERS LLC 42421.12%3.42%5.24%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.01%0.21%1.11%Q2 2013Q3 202342
Capital Research Global Investors 42420.01%0.20%0.58%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.11%0.19%0.33%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.53%1.05%Q2 2013Q3 202342
CONNING INC. 42420.03%0.08%0.26%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.01%0.22%0.57%Q2 2013Q3 202342
ANDERSON HOAGLAND & CO 42421.03%1.98%4.32%Q2 2013Q3 202342
APG Asset Management N.V. 42420.04%0.19%0.49%Q2 2013Q3 202342
Korea Investment CORP 42420.04%0.21%0.48%Q2 2013Q3 202342
Legal & General Group Plc 42420.10%0.20%0.38%Q2 2013Q3 202342
PRIMECAP MANAGEMENT CO/CA/ 42420.48%0.79%1.47%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.07%0.20%0.55%Q2 2013Q3 202342
Jasper Ridge Partners, L.P. 42420.11%0.46%0.95%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.01%0.19%0.41%Q2 2013Q3 202342
Sandy Spring Bank 42420.01%0.02%0.03%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.07%0.20%0.36%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.10%0.16%0.28%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.09%0.18%0.35%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.23%0.39%0.72%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.10%0.20%0.36%Q2 2013Q3 202342
YHB Investment Advisors, Inc. 42420.42%0.91%1.43%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.09%0.19%0.38%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.10%0.24%0.46%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.05%0.19%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.03%0.08%Q2 2013Q3 202342
Lindsell Train 424210.42%11.54%14.50%Q2 2013Q3 202342
Norinchukin Bank, The 42420.02%0.11%0.24%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.05%0.13%0.38%Q2 2013Q3 202342
STONEBRIDGE CAPITAL MANAGEMENT INC 42421.04%2.07%3.86%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42420.23%0.41%0.74%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.06%0.16%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.04%0.25%0.70%Q2 2013Q3 202342
US BANCORP \DE\ 42420.04%0.10%0.21%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.02%0.03%0.12%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.06%0.13%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.03%0.20%0.84%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.07%0.27%0.55%Q2 2013Q3 202342
Clean Yield Group 42420.70%1.27%1.80%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.04%0.07%0.12%Q2 2013Q3 202342
FMR LLC 42420.03%0.18%0.43%Q2 2013Q3 202342
PineBridge Investments, L.P. 42420.00%0.39%0.89%Q2 2013Q3 202342
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 42420.36%0.93%2.02%Q2 2013Q3 202342
PITCAIRN CO 42420.04%0.35%0.67%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.06%0.42%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.10%0.20%0.38%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.03%0.19%Q2 2013Q3 202342
ESSEX INVESTMENT MANAGEMENT CO LLC 42420.53%0.98%1.59%Q2 2013Q3 202342
Creative Planning 3380.00%0.02%0.04%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.12%0.21%0.41%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.12%0.53%Q2 2013Q3 202342
National Mutual Insurance Federation of Agricultural Cooperatives 42420.04%0.09%0.27%Q2 2013Q3 202342
Utah Retirement Systems 42420.11%0.21%0.38%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42422.00%3.12%4.86%Q2 2013Q3 202342
Addenda Capital Inc. 42420.26%0.38%0.55%Q2 2013Q3 202342
Swiss National Bank 42420.11%0.23%0.40%Q2 2013Q3 202342
ARCADIA INVESTMENT MANAGEMENT CORP/MI 42421.68%2.06%2.42%Q2 2013Q3 202342
ROBERTS GLORE & CO INC /IL/ 42420.36%0.44%0.57%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.04%0.19%0.45%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.28%0.36%0.47%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.16%0.33%1.20%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.02%0.06%0.18%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.08%0.17%0.33%Q2 2013Q3 202342
State of Tennessee, Treasury Department 41410.02%0.09%0.24%Q3 2013Q3 202341
SG Americas Securities, LLC 28130.01%0.16%1.16%Q2 2013Q3 202341
LOGAN CAPITAL MANAGEMENT INC 41410.09%0.27%0.77%Q3 2013Q3 202341
Spot Trading L.L.C 16160.00%0.02%0.07%Q2 2013Q1 201741
BOKF, NA 3290.02%0.21%0.62%Q2 2013Q3 202341
BAXTER BROS INC 30112.18%4.05%6.27%Q2 2013Q3 202341
Dynamic Advisor Solutions LLC 40400.00%0.27%0.39%Q4 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.02%0.11%0.93%Q2 2013Q3 202341
CenterStar Asset Management, LLC 18180.00%0.21%1.38%Q3 2018Q4 202241
KBC Group NV 3920.01%0.27%0.82%Q2 2013Q3 202341
J.P. Morgan Private Wealth Advisors LLC 4010.01%0.05%0.16%Q2 2013Q3 202341
Vigilant Capital Management, LLC 41410.00%0.02%0.05%Q2 2013Q2 202341
Ameritas Investment Partners, Inc. 41410.04%0.11%0.22%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.08%0.20%0.49%Q2 2013Q3 202341
Liberty Capital Management, Inc. 29122.38%3.05%4.27%Q2 2013Q3 202341
Mawer Investment Management Ltd. 41410.63%1.16%3.33%Q3 2013Q3 202341
AMERICAN CENTURY COMPANIES INC 27140.00%0.08%0.50%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 4010.01%0.06%0.17%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.02%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.13%0.24%0.46%Q3 2013Q3 202341
COMERICA BANK 3920.00%0.12%0.26%Q2 2013Q3 202341
TRUST CO OF VERMONT 41410.00%0.25%0.78%Q3 2013Q3 202341
Arizona State Retirement System 3380.10%0.19%0.37%Q1 2013Q3 202341
Gulf International Bank (UK) Ltd 40400.12%0.24%0.49%Q4 2013Q3 202340
Verition Fund Management LLC 920.00%0.06%0.27%Q2 2014Q3 202340
Kentucky Retirement Systems 3730.13%0.24%0.46%Q3 2013Q3 202340
FineMark National Bank & Trust 22180.01%0.02%0.04%Q2 2013Q3 202340
Douglass Winthrop Advisors, LLC 40400.02%0.05%0.11%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.08%0.20%0.46%Q4 2013Q3 202340
CWM, LLC 3280.00%0.15%0.53%Q3 2013Q3 202340
BARR E S & CO 40400.02%0.05%0.08%Q4 2013Q3 202340
EULAV Asset Management 3550.13%0.73%2.16%Q2 2013Q3 202340
Sand Hill Global Advisors, LLC 22180.02%0.05%0.09%Q3 2013Q3 202340
Janney Montgomery Scott LLC 3460.04%0.06%0.12%Q3 2013Q3 202340
Amica Retiree Medical Trust 40400.13%0.39%1.39%Q4 2013Q3 202340
COLONY GROUP LLC 40400.01%0.63%1.20%Q4 2013Q3 202340
ACADIAN ASSET MANAGEMENT LLC 40400.00%0.37%1.19%Q4 2013Q3 202340
FIRST MANHATTAN CO. LLC. 29110.00%0.00%0.00%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.12%0.60%1.03%Q4 2013Q3 202340
RATIONAL ADVISORS LLC 1110.00%0.10%0.72%Q1 2009Q3 202340
Meiji Yasuda Life Insurance Co 3370.02%0.14%0.34%Q2 2013Q3 202340
Livforsakringsbolaget Skandia, Omsesidigt 3910.05%0.15%0.39%Q2 2013Q3 202340
STOCK YARDS BANK & TRUST CO 40400.02%0.05%0.08%Q4 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.21%0.29%0.40%Q4 2013Q3 202340
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.12%0.21%0.37%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.04%0.22%0.36%Q1 2014Q3 202339
McKinley Carter Wealth Services, Inc. 39390.26%0.75%1.34%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.00%0.03%0.06%Q1 2014Q3 202339
Rafferty Asset Management, LLC 3720.02%0.11%0.27%Q4 2013Q3 202339
Smithfield Trust Co 39390.00%0.02%0.06%Q1 2014Q3 202339
DnB Asset Management AS 39390.02%0.13%0.32%Q2 2014Q4 202339
Autus Asset Management, LLC 39391.55%1.81%2.19%Q2 2013Q4 202239
D.A. DAVIDSON & CO. 2430.00%0.06%0.14%Q2 2013Q3 202339
Johnson Financial Group, Inc. 22170.00%0.01%0.02%Q2 2013Q3 202339
Cannell & Co. 39390.01%0.02%0.05%Q1 2014Q3 202339
WOLVERINE ASSET MANAGEMENT LLC 1520.00%0.00%0.02%Q2 2013Q4 201739
BOSTON FINANCIAL MANGEMENT LLC 38380.02%0.06%0.17%Q2 2014Q3 202338
Andra AP-fonden 2210.04%0.21%0.49%Q2 2013Q2 202338
BARINGS LLC 2990.01%0.07%0.17%Q2 2013Q4 202238
TOKIO MARINE ASSET MANAGEMENT CO LTD 21170.04%0.47%2.61%Q2 2013Q3 202338
Meiji Yasuda Asset Management Co Ltd. 3320.05%0.16%0.43%Q2 2013Q3 202338
Grantham, Mayo, Van Otterloo & Co. LLC 38380.00%0.16%0.41%Q2 2013Q3 202238
GAM Holding AG 3080.02%0.15%0.35%Q2 2013Q3 202338
CIBC Private Wealth Group, LLC 25130.00%0.05%0.20%Q1 2014Q3 202338
Ashfield Capital Partners, LLC 38380.03%0.40%1.16%Q2 2013Q3 202238
ING GROEP NV 1710.01%0.16%0.86%Q2 2013Q3 202338
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3620.00%0.24%0.52%Q1 2014Q3 202338
JFS WEALTH ADVISORS, LLC 38380.02%0.07%0.11%Q2 2014Q3 202338
Cypress Capital Group 3530.08%0.61%1.23%Q2 2013Q3 202338
Covington Capital Management 38380.65%0.79%1.04%Q2 2013Q3 202238
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 19190.00%0.03%0.06%Q2 2013Q3 202338
DOWLING & YAHNKE LLC 38380.12%0.26%0.49%Q2 2013Q3 202238
Raymond James Financial Services Advisors, Inc. 3340.01%0.02%0.07%Q4 2013Q3 202337
Palisades Hudson Asset Management, L.P. 37370.20%0.34%0.55%Q3 2014Q3 202337
Eagle Capital Management, LLC 37371.01%2.73%5.30%Q3 2014Q3 202337
ASSETMARK, INC 3250.00%0.01%0.08%Q2 2014Q3 202337
Tower Research Capital LLC (TRC) 2010.00%0.13%0.46%Q3 2013Q3 202337
GOFEN & GLOSSBERG LLC /IL/ 2840.01%0.02%0.08%Q2 2013Q4 202237
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.01%0.08%0.25%Q3 2014Q3 202337
FRED ALGER MANAGEMENT, LLC 2910.00%0.41%2.03%Q2 2013Q3 202337
SYNOVUS FINANCIAL CORP 1610.00%0.03%0.10%Q2 2013Q3 202337
Ninety One UK Ltd 37370.00%1.24%3.14%Q3 2014Q3 202337
National Pension Service 37370.15%0.25%0.42%Q3 2014Q3 202337
CADENCE BANK NA 37370.12%0.21%0.39%Q2 2013Q2 202237
FORBES J M & CO LLP 37370.06%0.10%0.15%Q3 2014Q3 202337
NATIXIS 1780.00%0.09%0.37%Q2 2013Q3 202337
FORTE CAPITAL LLC /ADV 37370.71%1.83%2.89%Q3 2014Q3 202337
QUEST INVESTMENT MANAGEMENT LLC 37370.02%1.37%2.50%Q3 2014Q3 202337
Checchi Capital Advisers, LLC 37370.04%0.08%0.19%Q3 2014Q3 202337
JENNISON ASSOCIATES LLC 37370.00%0.07%0.22%Q2 2013Q2 202237
First Personal Financial Services 36360.02%0.17%0.69%Q4 2014Q3 202336
COMGEST GLOBAL INVESTORS S.A.S. 36360.04%2.45%5.99%Q4 2014Q3 202336
Candriam S.C.A. 36360.03%0.28%1.06%Q4 2014Q3 202336
AMF Tjanstepension AB 36360.01%0.39%0.70%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.08%0.23%0.50%Q4 2014Q3 202336
Meristem Family Wealth, LLC 36360.49%0.67%0.91%Q2 2013Q1 202236
Transamerica Financial Advisors, Inc. 2210.00%0.20%1.54%Q3 2013Q3 202336
Long Road Investment Counsel, LLC 36360.84%1.24%1.88%Q4 2014Q3 202336
SVB WEALTH LLC 36360.02%0.06%0.28%Q4 2014Q3 202336
SIGNATUREFD, LLC 23130.00%0.03%0.08%Q3 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.09%0.21%0.46%Q2 2013Q1 202236
Godshalk Welsh Capital Management, Inc. 36361.31%2.46%3.73%Q4 2014Q3 202336
JACOBSON & SCHMITT ADVISORS, LLC 36360.41%1.94%3.80%Q4 2014Q3 202336
IBM Retirement Fund 36360.11%0.18%0.35%Q2 2013Q1 202236
MV CAPITAL MANAGEMENT, INC. 36360.03%0.15%0.40%Q4 2014Q3 202336
CIBC WORLD MARKETS CORP 34340.01%0.15%0.58%Q2 2015Q3 202336
Echo Street Capital Management LLC 3310.03%1.02%4.79%Q2 2013Q3 202336
FIRST MIDWEST BANK TRUST DIVISION 35350.06%0.14%0.33%Q2 2013Q4 202135
Compagnie Lombard Odier SCmA 2240.00%0.02%0.10%Q4 2013Q3 202335
Capital Investment Counsel, Inc 1710.06%0.13%0.23%Q2 2013Q3 202335
Point72 Hong Kong Ltd 1010.01%0.19%0.75%Q3 2014Q3 202235
DAVIS R M INC 35350.17%1.64%2.44%Q1 2015Q3 202335
One Capital Management, LLC 3410.01%0.15%0.26%Q1 2014Q1 202335
ROPES WEALTH ADVISORS LLC 35350.08%0.15%0.32%Q1 2015Q3 202335
ZACKS INVESTMENT MANAGEMENT 1930.00%0.21%0.46%Q4 2013Q3 202335
Private Advisor Group, LLC 2260.01%0.04%0.07%Q3 2014Q3 202335
BUCKINGHAM STRATEGIC WEALTH, LLC 1940.02%0.07%0.16%Q4 2013Q3 202335
TUDOR INVESTMENT CORP ET AL 810.01%0.06%0.21%Q4 2013Q3 202335
PRELUDE CAPITAL MANAGEMENT, LLC 1310.00%0.03%0.15%Q3 2013Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.05%0.24%1.02%Q1 2015Q3 202335
MARSHALL WACE, LLP 1210.00%0.16%0.79%Q1 2014Q3 202335
PRUDENTIAL PLC 2120.00%0.03%0.14%Q2 2013Q3 202335
People's United Financial, Inc. 18170.00%0.05%0.26%Q2 2013Q1 202235
BANK OF HAWAII 1770.02%0.10%0.25%Q4 2013Q3 202335
LS Investment Advisors, LLC 34340.01%0.07%0.15%Q2 2013Q3 202134
Financial Architects, Inc 2530.01%0.03%0.06%Q4 2014Q2 202334
Tredje AP-fonden 34340.09%0.37%1.18%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.06%0.17%Q2 2015Q3 202334
World Asset Management Inc 34340.08%0.15%0.28%Q2 2013Q3 202134
Gemmer Asset Management LLC 3310.01%0.02%0.03%Q1 2014Q3 202334
Aristotle Capital Management, LLC 34340.00%0.01%0.02%Q2 2013Q3 202134
Ninety One SA (PTY) Ltd 34340.10%0.49%1.52%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.00%0.02%0.07%Q4 2013Q1 202234
Winslow Capital Management, LLC 3310.00%1.64%3.29%Q1 2014Q3 202334
FIL Ltd 3220.00%0.09%0.21%Q2 2013Q3 202334
Cetera Advisor Networks LLC 3220.01%0.03%0.08%Q1 2015Q3 202334
AMP Capital Investors Ltd 34340.04%0.17%0.29%Q2 2013Q3 202134
KING LUTHER CAPITAL MANAGEMENT CORP 3210.00%0.03%0.17%Q4 2014Q3 202334
VIRGINIA RETIREMENT SYSTEMS ET AL 2210.01%0.44%1.04%Q2 2013Q3 202234
Baird Financial Group, Inc. 34340.02%0.05%0.10%Q2 2015Q3 202334
NatWest Group plc 18150.06%0.68%3.55%Q2 2013Q4 202233
PICTET ASSET MANAGEMENT LTD 33330.08%0.25%0.43%Q2 2013Q2 202133
Advisory Services Network, LLC 2760.01%0.16%0.24%Q2 2015Q3 202333
ARROW FINANCIAL CORP 33330.02%0.04%0.06%Q3 2015Q3 202333
FINANCIAL COUNSELORS INC 2820.01%0.11%0.18%Q1 2015Q3 202333
Versant Capital Management, Inc 33330.02%0.03%0.04%Q4 2015Q4 202333
MEEDER ASSET MANAGEMENT INC 33330.02%0.52%1.25%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.01%0.05%0.33%Q3 2015Q3 202333
FIRST QUADRANT LLC/CA 19140.00%0.19%0.60%Q2 2013Q4 202133
VICTORY CAPITAL MANAGEMENT INC 3210.00%0.05%0.17%Q3 2013Q3 202333
Troy Asset Management Ltd 2580.15%0.55%0.99%Q4 2014Q3 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.09%0.37%0.88%Q2 2013Q3 202333
Fiera Capital Corp 3210.00%0.08%0.16%Q2 2014Q3 202333
PALISADE CAPITAL MANAGEMENT, LP 33330.02%0.09%0.28%Q3 2015Q3 202333
ADVISOR PARTNERS LLC 33330.09%0.20%0.36%Q2 2014Q2 202233
FIDUCIARY TRUST CO 33330.01%0.03%0.07%Q3 2015Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.01%0.02%Q2 2013Q2 202133
CITIZENS FINANCIAL GROUP INC/RI 32320.02%0.10%0.33%Q4 2015Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.57%1.00%1.50%Q2 2013Q1 202132
NICOLET BANKSHARES INC 32320.24%0.34%0.43%Q4 2015Q3 202332
WADDELL & REED FINANCIAL INC 32320.14%0.54%0.85%Q2 2013Q1 202132
Nippon Life Global Investors Americas, Inc. 20120.33%0.63%2.01%Q3 2015Q3 202332
PERRITT CAPITAL MANAGEMENT INC 3110.00%0.10%0.30%Q2 2013Q3 202332
BALDWIN BROTHERS LLC/MA 32320.04%0.06%0.10%Q1 2016Q4 202332
REILLY FINANCIAL ADVISORS, LLC 32320.00%0.01%0.01%Q1 2014Q4 202132
Mariner, LLC 32320.01%0.06%0.13%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.03%0.08%0.14%Q4 2015Q3 202332
LANNEBO FONDER AB 32323.51%4.18%5.01%Q4 2015Q3 202332
Handelsbanken Fonder AB 32320.25%0.47%0.92%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.05%0.16%0.23%Q2 2013Q1 202132
Capital World Investors 2520.02%0.30%0.76%Q3 2013Q3 202332
IFP Advisors, Inc 17140.00%0.04%0.15%Q4 2015Q3 202332
Cohen Klingenstein LLC 32320.31%0.43%0.61%Q4 2015Q3 202332
Pacer Advisors, Inc. 32320.00%0.15%0.27%Q4 2015Q3 202332
Archford Capital Strategies, LLC 1540.00%0.14%0.44%Q1 2014Q3 202332
Penserra Capital Management LLC 32320.00%0.07%1.13%Q4 2015Q3 202332
EASTERN BANK 2390.02%0.22%1.49%Q2 2013Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.04%0.35%0.77%Q4 2015Q3 202332
Copeland Capital Management, LLC 32320.02%0.50%1.22%Q4 2015Q3 202332
Alley Co LLC 32320.56%1.32%2.59%Q1 2014Q4 202132
BOOTHBAY FUND MANAGEMENT, LLC 1210.01%0.16%0.95%Q4 2015Q1 202331
Knowledge Leaders Capital, LLC 17140.81%2.14%5.32%Q3 2014Q3 202331
ONTARIO TEACHERS PENSION PLAN BOARD 3010.00%0.10%0.38%Q2 2013Q4 202131
WEALTHSOURCE PARTNERS, LLC 31310.12%0.17%0.27%Q1 2016Q3 202331
CAPE COD FIVE CENTS SAVINGS BANK 3010.04%0.19%0.55%Q2 2015Q3 202331
Oakworth Capital, Inc. 31310.00%0.05%0.08%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.02%0.03%0.04%Q1 2016Q3 202331
Mirador Capital Partners LP 31310.14%0.43%0.99%Q1 2016Q3 202331
DUPONT CAPITAL MANAGEMENT CORP 31310.01%0.05%0.12%Q2 2015Q4 202231
Goelzer Investment Management, Inc. 31310.04%0.04%0.05%Q1 2013Q3 202031
Gotham Asset Management, LLC 1420.01%0.28%0.89%Q2 2013Q3 202331
Aperio Group, LLC 31310.08%0.17%0.30%Q2 2013Q4 202031
State of New Jersey Common Pension Fund D 31310.05%0.16%0.30%Q1 2016Q3 202331
Mirae Asset Global Investments Co., Ltd. 2710.02%0.28%0.63%Q2 2012Q3 202331
Integrated Investment Consultants, LLC 2380.12%0.19%0.29%Q4 2015Q3 202331
Connor, Clark & Lunn Investment Management Ltd. 2710.00%0.07%0.26%Q2 2014Q3 202331
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1210.00%0.08%0.14%Q2 2013Q2 202331
CIBC WORLD MARKET INC. 31310.00%0.01%0.02%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.01%0.02%0.04%Q1 2016Q3 202331
Asset Dedication, LLC 2650.01%0.07%0.26%Q4 2015Q3 202331
MASTRAPASQUA ASSET MANAGEMENT INC 31310.29%0.44%0.61%Q1 2016Q3 202331
TWO SIGMA ADVISERS, LP 1120.00%0.15%0.72%Q2 2013Q3 202331
MASON STREET ADVISORS, LLC 31310.10%0.16%0.34%Q2 2013Q4 202031
Redmond Asset Management, LLC 31310.73%1.32%1.90%Q1 2016Q3 202331
Yorktown Management & Research Co Inc 2410.04%0.14%0.29%Q4 2014Q2 202330
CHILTON INVESTMENT CO INC. 2550.01%1.36%2.37%Q3 2014Q3 202330
Psagot Value Holdings Ltd. 2460.00%0.02%0.17%Q2 2013Q3 202130
Point72 Asset Management, L.P. 1320.00%0.10%0.41%Q4 2014Q3 202330
QCI ASSET MANAGEMENT INC/NY 2820.00%0.01%0.02%Q2 2013Q3 202130
Reilly Herbert Faulkner III 30302.56%3.07%3.82%Q4 2013Q1 202130
Fairbanks Capital Management, Inc. 30301.48%2.29%3.36%Q2 2016Q3 202330
MASSMUTUAL TRUST CO FSB/ADV 2110.00%0.04%0.21%Q3 2014Q4 202330
Gradient Investments LLC 2730.00%0.02%0.06%Q4 2015Q3 202330
SIT INVESTMENT ASSOCIATES INC 2730.00%0.31%0.54%Q2 2013Q3 202330
QS Investors, LLC 30300.00%0.06%0.35%Q1 2014Q2 202130
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 30300.02%0.03%0.11%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.17%0.24%0.32%Q2 2016Q3 202330
Oribel Capital Management, LP 710.07%1.25%4.08%Q4 2016Q1 202330
Mn Services Vermogensbeheer B.V. 20100.13%0.42%0.79%Q1 2016Q3 202330
Lombard Odier Asset Management (Switzerland) SA 910.02%0.18%2.92%Q2 2014Q1 202329
VAN ECK ASSOCIATES CORP 19100.00%0.04%0.32%Q4 2014Q3 202329
THOMAS WHITE INTERNATIONAL LTD 29290.00%0.15%0.36%Q2 2016Q2 202329
SEGALL BRYANT & HAMILL, LLC 1840.00%0.01%0.21%Q4 2014Q2 202329
ALPS ADVISORS INC 2540.00%0.02%0.04%Q3 2013Q3 202329
CULLEN/FROST BANKERS, INC. 19100.01%0.04%0.16%Q3 2013Q3 202329
Supplemental Annuity Collective Trust of NJ 16130.10%0.23%0.42%Q1 2014Q3 202329
Zurich Insurance Group Ltd/FI 29290.11%0.82%1.81%Q3 2016Q3 202329
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2610.00%0.08%0.33%Q2 2015Q3 202329
VALLEY NATIONAL ADVISERS INC 2270.00%0.00%0.02%Q2 2015Q3 202329
UNITED SERVICES AUTOMOBILE ASSOCIATION 2630.05%0.08%0.13%Q2 2013Q4 202229
ACCOUNT MANAGEMENT LLC 2181.86%5.25%8.74%Q3 2015Q3 202329
MOODY LYNN & LIEBERSON, LLC 2310.03%0.46%1.55%Q3 2014Q3 202329
JUPITER ASSET MANAGEMENT LTD 1410.01%0.38%0.96%Q4 2013Q3 202329
First Financial Bank - Trust Division 2710.04%0.07%0.10%Q1 2013Q4 202328
Ironwood Financial, llc 28280.02%0.28%0.85%Q4 2016Q3 202328
Valley Forge Capital Management, LP 28283.13%5.00%7.75%Q4 2016Q3 202328
L & S Advisors Inc 28280.70%1.27%2.12%Q4 2016Q3 202328
Rathbones Group PLC 28280.77%1.22%1.63%Q4 2016Q3 202328
WBH ADVISORY INC 2530.08%0.11%0.16%Q3 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.08%0.26%0.41%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.12%0.26%0.32%Q4 2016Q3 202328
RB Capital Management, LLC 28280.00%0.39%0.51%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.11%0.34%0.62%Q4 2016Q3 202328
Harbour Capital Advisors, LLC 16120.22%0.95%1.42%Q4 2016Q4 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.05%0.17%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.14%0.27%0.42%Q4 2016Q3 202328
LYELL WEALTH MANAGEMENT, LP 28281.54%1.95%2.59%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.01%0.02%0.03%Q4 2016Q3 202328
REDW Wealth LLC 28280.40%0.46%0.59%Q4 2016Q3 202328
NEXT CENTURY GROWTH INVESTORS LLC 28280.06%0.22%0.44%Q2 2016Q1 202328
Sargent Bickham Lagudis LLC 28280.00%0.08%0.32%Q1 2016Q4 202228
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.04%0.15%Q4 2016Q3 202328
APPLETON PARTNERS INC/MA 28280.84%1.29%1.68%Q1 2017Q4 202328
Nikko Asset Management Americas, Inc. 28280.06%0.88%2.07%Q4 2016Q3 202328
Veritas Investment Management LLP 2350.01%0.09%0.19%Q3 2013Q3 202028
PRIVATE TRUST CO NA 2170.04%0.15%0.43%Q1 2013Q3 202328
OPTIMUM INVESTMENT ADVISORS 2440.00%0.02%0.04%Q2 2014Q4 202328
Oliver Luxxe Assets LLC 28280.17%0.24%0.32%Q4 2016Q3 202328
Cornerstone Advisors, Inc. 28280.00%0.04%0.09%Q4 2013Q3 202028
Proficio Capital Partners LLC 15130.00%0.05%0.14%Q4 2015Q3 202328
COMMERZBANK AKTIENGESELLSCHAFT /FI 2710.01%0.06%0.16%Q2 2013Q3 202328
Parallel Advisors, LLC 28280.07%0.13%0.41%Q4 2016Q3 202328
FARMERS & MERCHANTS INVESTMENTS INC 28280.00%0.00%0.00%Q4 2016Q3 202328
Sands Capital Management 27270.00%1.29%2.59%Q1 2017Q3 202327
HIGHBRIDGE CAPITAL MANAGEMENT LLC 410.00%0.09%0.50%Q2 2013Q3 201827
ETF MANAGERS GROUP, LLC 2410.01%0.05%0.34%Q1 2016Q1 202327
Glassman Wealth Services 27270.00%0.01%0.04%Q1 2017Q3 202327
1832 Asset Management L.P. 1810.00%0.04%0.24%Q2 2015Q3 202327
Sequoia Financial Advisors, LLC 1080.02%0.53%2.60%Q1 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.13%0.41%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.00%0.06%0.10%Q1 2017Q3 202327
Calamos Advisors LLC 2120.01%0.13%0.28%Q3 2014Q3 202327
Baystate Wealth Management LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Sterling Capital Management LLC 27270.45%0.69%0.84%Q1 2013Q3 201927
WEDBUSH SECURITIES INC 27270.03%0.07%0.16%Q1 2017Q3 202327
RMB Capital Management, LLC 1920.01%0.42%1.75%Q2 2013Q3 202327
Findlay Park Partners LLP 1840.63%3.26%6.80%Q2 2013Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.02%0.05%Q2 2013Q4 201927
AJO, LP 27270.00%0.50%1.27%Q2 2014Q4 202027
Cerity Partners LLC 27270.09%0.24%0.38%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.03%Q2 2013Q4 201927
State of Alaska, Department of Revenue 27270.02%0.21%0.31%Q1 2017Q3 202327
FIRST MERCANTILE TRUST CO 27270.01%0.28%0.81%Q2 2013Q4 201927
TRILLIUM ASSET MANAGEMENT, LLC 2610.01%0.26%0.36%Q3 2015Q4 202227
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2310.02%0.35%1.19%Q2 2013Q3 202227
Royal Fund Management, LLC 14130.01%0.06%0.10%Q4 2016Q3 202327
GREENLEAF TRUST 2610.01%0.04%0.07%Q3 2015Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.04%Q4 2016Q3 202327
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 27270.05%0.66%1.62%Q1 2017Q3 202327
BP PLC 2160.08%0.17%0.34%Q1 2014Q2 202127
Fiduciary Trust Co International of Pennsylvania 27270.01%0.05%0.15%Q3 2013Q1 202027
Hanson & Doremus Investment Management 27270.00%0.01%0.02%Q1 2017Q3 202327
LINCOLN NATIONAL CORP 27270.01%0.02%0.03%Q1 2017Q3 202327
SouthState Corp 2410.02%0.04%0.10%Q4 2014Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 14130.00%0.00%0.01%Q4 2016Q3 202327
CLEARARC CAPITAL INC 27270.09%0.16%0.31%Q2 2013Q4 201927
Cambridge Investment Research Advisors, Inc. 2610.00%0.03%0.07%Q4 2013Q3 202327
BAILARD, INC. 2510.03%0.16%0.63%Q4 2015Q3 202326
PITTENGER & ANDERSON INC 2150.00%0.02%0.13%Q4 2015Q3 202326
First Bank & Trust 26260.40%0.69%0.94%Q2 2017Q3 202326
Harvest Fund Management Co., Ltd 26260.02%0.17%0.85%Q2 2017Q3 202326
FDx Advisors, Inc. 26260.01%0.08%0.26%Q2 2017Q3 202326
GSA CAPITAL PARTNERS LLP 810.02%0.12%0.48%Q3 2013Q3 202226
TELEMUS CAPITAL, LLC 2410.02%0.16%0.36%Q2 2016Q3 202326
1ST SOURCE BANK 26260.02%0.04%0.05%Q2 2017Q3 202326
West Coast Financial LLC 1830.03%0.07%0.15%Q1 2015Q3 202326
Summit Global Investments 26260.21%1.67%3.46%Q2 2017Q3 202326
PATTEN & PATTEN INC/TN 26260.29%0.80%1.12%Q2 2017Q3 202326
BOSTON ADVISORS LLC 26260.02%0.17%1.03%Q2 2013Q3 201926
Snowden Capital Advisors LLC 1880.02%0.07%0.22%Q1 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.07%0.16%0.27%Q3 2016Q3 202326
VAN STRUM & TOWNE INC. 26260.15%0.28%0.37%Q2 2017Q3 202326
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1510.01%0.17%0.63%Q3 2013Q3 202326
Roundview Capital LLC 26260.06%0.09%0.20%Q2 2017Q3 202326
AMUNDI ASSET MANAGEMENT US, INC. 26260.04%0.09%0.18%Q4 2014Q1 202126
MML INVESTORS SERVICES, LLC 26260.01%0.05%0.09%Q2 2017Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.03%0.13%0.31%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.12%0.44%0.85%Q2 2013Q3 201926
EATON VANCE MANAGEMENT 26260.02%0.23%0.44%Q2 2016Q3 202226
HOWLAND CAPITAL MANAGEMENT LLC 2150.03%0.20%0.37%Q3 2013Q3 202326
Municipal Employees' Retirement System of Michigan 2060.03%0.07%0.14%Q3 2013Q1 202026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 26260.09%0.29%0.79%Q2 2017Q3 202326
PARTHENON LLC 26260.05%0.10%0.18%Q2 2017Q3 202326
Diversified Investment Strategies, LLC 2310.20%0.33%1.03%Q2 2013Q3 202326
SUNTRUST BANKS INC 26260.01%0.03%0.05%Q2 2013Q3 201926
BENJAMIN F. EDWARDS & COMPANY, INC. 2510.00%0.02%0.08%Q2 2013Q3 202326
OLD NATIONAL BANCORP /IN/ 26260.06%0.09%0.12%Q2 2017Q3 202326
WINTON GROUP Ltd 1610.02%0.26%0.67%Q2 2014Q3 202325
OneDigital Investment Advisors LLC 2410.01%0.02%0.05%Q2 2017Q3 202325
OppenheimerFunds, Inc. 25250.33%0.50%0.92%Q1 2013Q1 201925
Man Group plc 23230.00%0.48%1.09%Q1 2018Q3 202325
WADE G W & INC 25250.02%0.04%0.06%Q3 2017Q3 202325
NorthCoast Asset Management LLC 25250.83%1.61%2.97%Q3 2015Q3 202125
LMR Partners LLP 310.00%0.11%0.31%Q2 2014Q3 202325
WILLIAMS JONES & ASSOCIATES LLC 25250.37%0.60%1.08%Q2 2013Q2 201925
Atria Investments, Inc 14110.02%0.14%0.23%Q2 2017Q3 202325
WEATHERLY ASSET MANAGEMENT L. P. 2230.05%0.15%0.25%Q4 2015Q3 202325
CONCENTRIC WEALTH MANAGEMENT, LLC 25250.19%0.29%0.46%Q3 2017Q3 202325
JENSEN INVESTMENT MANAGEMENT INC 25250.88%2.86%4.54%Q3 2017Q3 202325
NN Investment Partners Holdings N.V. 25250.01%1.03%2.39%Q1 2016Q1 202225
Traynor Capital Management, Inc. 25250.05%0.09%0.14%Q3 2017Q3 202325
BEACON INVESTMENT ADVISORY SERVICES, INC. 25250.61%0.98%1.36%Q3 2017Q3 202325
Kingsview Wealth Management, LLC 860.00%0.05%0.14%Q2 2017Q3 202325
Centiva Capital, LP 520.00%0.04%0.11%Q3 2019Q3 202325
Simplicity Solutions, LLC 2210.02%0.08%0.18%Q4 2015Q3 202325
SILVERCREST ASSET MANAGEMENT GROUP LLC 25250.00%0.02%0.03%Q3 2017Q3 202325
Stratos Wealth Partners, LTD. 2120.01%0.05%0.10%Q1 2017Q3 202325
B. Riley Wealth Advisors, Inc. 2210.00%0.09%0.17%Q2 2013Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.02%0.03%0.12%Q2 2013Q2 201925
NS Partners Ltd 25251.09%2.03%3.06%Q3 2017Q3 202325
NEXT Financial Group, Inc 1310.00%0.04%0.18%Q3 2014Q4 202125
ARK Investment Management 2410.01%0.10%0.44%Q2 2017Q3 202325
Achmea Investment Management B.V. 13120.11%0.32%0.99%Q1 2017Q3 202325
Evanson Asset Management, LLC 25250.05%0.08%0.11%Q3 2017Q3 202325
SALEM INVESTMENT COUNSELORS INC 1960.00%0.00%0.01%Q2 2017Q3 202325
ZEVENBERGEN CAPITAL INVESTMENTS LLC 25250.03%0.12%0.41%Q3 2017Q3 202325
Coastline Trust Co 25250.04%0.15%0.35%Q3 2017Q3 202325
MISSION WEALTH MANAGEMENT, LP 19190.02%0.05%0.09%Q1 2019Q3 202325
abrdn plc 25250.03%0.16%0.26%Q3 2017Q3 202325
Fisher Asset Management, LLC 25250.00%0.20%0.82%Q3 2017Q3 202325
CHICAGO EQUITY PARTNERS LLC 1230.01%0.20%0.58%Q2 2013Q1 202025
Jupiter Investment Management Ltd 13120.32%1.44%2.66%Q4 2013Q2 202025
Broadleaf Partners, LLC 24241.30%1.87%2.78%Q4 2017Q3 202324
Trellis Advisors, LLC 24240.19%0.26%0.35%Q4 2017Q3 202324
FIRST CITIZENS BANK & TRUST CO 2220.02%0.19%0.32%Q2 2013Q3 202324
Weil Company, Inc. 24241.02%1.85%2.90%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.27%0.43%0.75%Q2 2013Q1 201924
ALPHA WINDWARD LLC 24240.00%0.18%0.38%Q4 2014Q3 202024
Pinnacle Wealth Planning Services, Inc. 24240.10%0.24%0.53%Q4 2017Q3 202324
Carroll Financial Associates, Inc. 13110.00%0.01%0.02%Q2 2015Q4 202124
Freedom Investment Management, Inc. 1590.02%0.05%0.13%Q4 2016Q3 202324
Perigon Wealth Management, LLC 1510.01%0.04%0.08%Q3 2011Q3 202324
Abacus Planning Group, Inc. 24240.28%0.41%0.51%Q4 2017Q3 202324
Hillsdale Investment Management Inc. 1950.00%0.03%0.06%Q2 2017Q3 202324
Allworth Financial LP 24240.00%0.00%0.01%Q4 2017Q3 202324
Richard Bernstein Advisors LLC 24240.06%0.56%0.84%Q2 2013Q1 201924
Verdence Capital Advisors LLC 24240.07%0.09%0.11%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.03%0.06%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.13%0.24%0.34%Q4 2017Q3 202324
Spectrum Asset Management, Inc. (NB/CA) 24240.30%0.58%1.13%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.10%0.20%Q4 2017Q3 202324
Peak Asset Management, LLC 24240.08%0.22%0.37%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.21%0.29%0.38%Q2 2013Q1 201924
BOSTON FAMILY OFFICE LLC 24240.04%0.06%0.08%Q4 2017Q3 202324
Alpha Omega Wealth Management LLC 1770.01%0.05%0.09%Q4 2016Q3 202324
TCTC Holdings, LLC 1440.01%0.01%0.02%Q2 2017Q3 202324
Schonfeld Strategic Advisors LLC 1510.01%0.18%0.72%Q4 2016Q3 202324
Ninety One North America, Inc. 24240.10%2.38%5.19%Q4 2017Q3 202324
GREAT LAKES ADVISORS, LLC 1720.00%0.01%0.02%Q3 2015Q3 202324
Laurus Investment Counsel Inc. 24245.66%7.06%10.83%Q4 2017Q3 202324
ATLANTA CAPITAL MANAGEMENT CO L L C 2310.15%0.50%0.78%Q2 2013Q3 202224
PLIMOTH TRUST CO LLC 24240.17%0.24%0.32%Q4 2017Q3 202324
Lombard Odier Asset Management (Europe) Ltd 1610.01%0.34%5.92%Q4 2013Q1 202324
Valeo Financial Advisors, LLC 1590.00%0.02%0.12%Q3 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.02%0.03%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.13%0.22%0.34%Q4 2017Q3 202324
Hyperion Asset Management Ltd 24242.61%5.21%8.70%Q4 2017Q3 202324
AustralianSuper Pty Ltd 24240.10%0.78%2.04%Q4 2017Q3 202324
Waverton Investment Management Ltd 2130.15%3.58%5.03%Q3 2013Q3 202324
MARSHWINDS ADVISORY CO 23231.09%1.63%2.85%Q2 2013Q4 201823
Front Row Advisors LLC 1580.00%0.01%0.05%Q4 2017Q3 202323
PINNACLE FINANCIAL PARTNERS INC 2210.01%0.03%0.18%Q2 2017Q3 202323
LORD, ABBETT & CO. LLC 23230.04%0.25%0.83%Q1 2018Q3 202323
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1220.02%0.05%0.14%Q3 2014Q1 202323
Natixis Investment Managers International 1210.01%0.03%0.12%Q4 2014Q3 202323
Rockefeller Capital Management L.P. 23230.01%0.05%0.14%Q1 2018Q3 202323
DSM CAPITAL PARTNERS LLC 23231.02%3.05%5.58%Q1 2018Q3 202323
Sompo Asset Management Co., Ltd. 1940.10%0.55%1.07%Q4 2016Q3 202323
Parsec Financial Management, Inc. 23230.02%0.02%0.03%Q3 2017Q1 202323
Voya Financial Advisors, Inc. 23230.01%0.08%0.14%Q1 2018Q3 202323
NEVILLE RODIE & SHAW INC 23230.02%0.04%0.06%Q2 2018Q4 202323
BALASA DINVERNO & FOLTZ LLC 23230.05%0.25%0.36%Q1 2017Q3 202223
LGT CAPITAL PARTNERS LTD. 23230.89%2.61%5.93%Q1 2018Q3 202323
Quantbot Technologies LP 810.01%0.44%2.09%Q4 2013Q2 202323
Pensionfund DSM Netherlands 23230.27%0.57%0.69%Q2 2016Q4 202123
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1110.02%0.14%0.30%Q3 2006Q4 201923
Willow Creek Wealth Management Inc. 23230.24%0.52%0.77%Q1 2018Q3 202323
Chicago Capital, LLC 23230.04%0.65%3.25%Q1 2018Q3 202323
WELCH & FORBES LLC 23230.02%0.03%0.04%Q1 2018Q3 202323
SeaCrest Wealth Management, LLC 1490.03%0.05%0.07%Q4 2017Q3 202323
KORNITZER CAPITAL MANAGEMENT INC /KS 23230.04%0.19%0.75%Q1 2018Q3 202323
Avior Wealth Management, LLC 1820.00%0.00%0.00%Q4 2015Q3 202323
Pendal Group Ltd 23230.72%1.23%1.54%Q2 2017Q4 202223
Rehmann Capital Advisory Group 720.02%0.05%0.13%Q3 2010Q3 202323
AMICA PENSION FUND BOARD OF TRUSTEES 23230.13%0.18%0.25%Q2 2013Q4 201823
DSC Advisors, L.P. 2120.04%0.21%0.49%Q3 2016Q3 202223
Treasurer of the State of North Carolina 23230.17%0.27%0.38%Q1 2018Q3 202323
CNB Bank 22220.00%0.25%0.51%Q2 2018Q3 202322
CX Institutional 22220.00%0.03%0.14%Q2 2018Q3 202322
Horizon Kinetics 22220.01%0.01%0.01%Q3 2013Q4 201822
Garner Asset Management Corp 22220.17%0.39%0.56%Q2 2018Q3 202322
FIRST HAWAIIAN BANK 2110.01%0.18%0.25%Q2 2013Q3 202322
Bragg Financial Advisors, Inc 22220.02%0.03%0.04%Q2 2018Q3 202322
Caprock Group, LLC 1140.05%0.13%0.18%Q1 2016Q3 202322
Pensionfund Sabic 22220.51%0.67%0.80%Q2 2016Q3 202122
HM PAYSON & CO 1930.01%0.11%0.16%Q1 2018Q3 202322
RAND WEALTH, LLC 22220.09%0.11%0.20%Q2 2013Q3 201822
SYMPHONY ASSET MANAGEMENT LLC 2110.02%0.22%0.80%Q4 2013Q4 201922
SIMPLEX TRADING, LLC 1310.00%0.02%0.14%Q3 2015Q2 202322
GM Advisory Group, LLC 22220.06%0.10%0.16%Q2 2018Q3 202322
COBIZ WEALTH, LLC 22221.12%1.48%2.14%Q1 2014Q2 201922
EQUITABLE TRUST CO 22220.14%0.27%0.38%Q2 2018Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.04%0.08%Q2 2018Q3 202322
HOWE & RUSLING INC 1810.00%0.08%0.47%Q1 2016Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.03%0.07%0.10%Q2 2013Q3 201822
Fundsmith 22221.52%5.35%6.84%Q2 2017Q3 202222
Banco Santander, S.A. 1660.00%0.02%0.05%Q1 2018Q3 202322
Motley Fool Asset Management LLC 2020.06%0.18%0.30%Q1 2018Q3 202322
Savant Capital, LLC 1930.02%0.03%0.06%Q1 2018Q3 202322
HYMAN CHARLES D 22220.11%0.18%0.26%Q2 2018Q3 202322
Winslow, Evans & Crocker, Inc. 1610.00%0.04%0.18%Q2 2014Q4 202022
Artemis Investment Management LLP 950.00%0.46%1.37%Q3 2014Q3 202322
BRASADA CAPITAL MANAGEMENT, LP 22220.15%0.32%0.62%Q2 2018Q3 202322
Argent Trust Co 22220.01%0.05%0.09%Q2 2018Q3 202322
Reynders McVeigh Capital Management, LLC 22220.03%0.04%0.05%Q2 2018Q3 202322
CHARTWELL INVESTMENT PARTNERS, LLC 22220.09%0.21%0.31%Q2 2018Q3 202322
Mitsubishi UFJ Asset Management (UK) Ltd. 1330.02%1.70%3.49%Q2 2017Q3 202322
Mutual Advisors, LLC 22220.02%0.04%0.05%Q2 2018Q3 202322
MAI Capital Management 22220.01%0.03%0.06%Q2 2018Q3 202322
HANCOCK WHITNEY CORP 2110.01%0.14%0.45%Q1 2016Q3 202322
STEPHENS INC /AR/ 1920.01%0.05%0.16%Q2 2013Q3 202321
RBF Capital, LLC 1920.02%0.03%0.04%Q2 2018Q3 202321
Renaissance Technologies 610.00%0.11%0.35%Q2 2013Q4 202221
AE Wealth Management LLC 1920.02%0.06%0.17%Q2 2018Q3 202321
OUTFITTER ADVISORS, LTD. 21211.42%2.28%3.96%Q2 2013Q2 201821
ASSET ADVISORS CORP 21210.90%1.69%3.24%Q2 2013Q2 201821
Empirical Finance, LLC 1610.01%0.19%0.36%Q4 2016Q3 202321
Impax Asset Management Group plc 21210.02%0.05%0.12%Q3 2018Q3 202321
Ballentine Partners, LLC 1920.01%0.02%0.03%Q2 2018Q3 202321
Capital International Investors 21210.01%0.14%0.66%Q3 2018Q3 202321
Capital Investment Advisors, LLC 1520.01%0.03%0.06%Q2 2018Q4 202321
Cresset Asset Management, LLC 20200.01%0.04%0.15%Q4 2018Q3 202321
Horan Capital Advisors, LLC. 1410.07%0.15%0.22%Q1 2014Q3 202321
THOMPSON SIEGEL & WALMSLEY LLC 2010.00%0.00%0.00%Q1 2017Q3 202321
BerganKDV Wealth Management, LLC 21210.01%0.02%0.02%Q2 2018Q2 202321
VNBTrust, National Association 21210.09%0.16%0.26%Q2 2013Q2 201821
Red Cedar Capital, LLC 21210.00%0.01%0.01%Q4 2017Q4 202221
Dynamic Technology Lab Private Ltd 510.06%0.27%0.81%Q2 2012Q3 202321
Plante Moran Financial Advisors, LLC 1610.00%0.02%0.12%Q2 2014Q3 202321
Heritage Wealth Advisors 21210.01%0.02%0.04%Q3 2018Q3 202321
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 21210.04%0.08%0.11%Q1 2018Q1 202321
EMERALD ADVISERS, LLC 1740.01%0.07%0.14%Q3 2014Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Elmwood Wealth Management, Inc. 1120.58%0.80%1.12%Q1 2018Q3 202321
GENEVA CAPITAL MANAGEMENT LLC 1560.81%1.19%1.76%Q2 2013Q3 202321
Asset Advisors Investment Management, LLC 21213.22%3.96%5.13%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.03%0.05%0.07%Q1 2017Q3 202321
Kiwi Wealth Investments Limited Partnership 1290.07%0.46%1.04%Q4 2017Q2 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.04%0.13%0.27%Q2 2013Q2 201821
Alberta Investment Management Corp 1210.00%0.08%0.24%Q2 2014Q3 202321
ALLSTATE CORP 2010.03%0.11%0.25%Q2 2017Q3 202321
MCKINLEY CAPITAL MANAGEMENT LLC 2010.01%0.55%1.33%Q4 2013Q3 202321
Diversified Trust Co 1710.02%0.06%0.10%Q2 2013Q4 202321
HighPoint Advisor Group LLC 2010.06%0.20%0.34%Q4 2016Q2 202221
FULLER & THALER ASSET MANAGEMENT, INC. 21210.00%0.01%0.04%Q2 2013Q2 201821
NumerixS Investment Technologies Inc 1290.02%0.34%1.29%Q1 2015Q2 202021
Old Port Advisors 1810.37%0.47%0.56%Q2 2018Q3 202320
Sustainable Growth Advisers, LP 20201.33%2.61%4.32%Q4 2018Q3 202320
Penobscot Investment Management Company, Inc. 20200.05%0.35%0.76%Q4 2018Q3 202320
St. Louis Trust Co 1320.06%0.07%0.10%Q2 2018Q3 202320
Legacy Bridge, LLC 20200.11%0.19%0.28%Q4 2018Q3 202320
Bridgewater Associates 410.00%0.06%0.18%Q2 2013Q1 202220
OSSIAM 20200.00%0.08%0.40%Q4 2018Q3 202320
EXANE DERIVATIVES 850.00%0.02%0.14%Q4 2015Q2 202220
Gryphon Financial Partners LLC 1730.01%0.11%0.17%Q4 2017Q3 202320
PATHSTONE FAMILY OFFICE, LLC 1210.00%0.04%0.09%Q3 2015Q3 202320
Wealthfront Advisers LLC 20200.02%0.04%0.09%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.05%0.09%Q4 2018Q3 202320
Edgestream Partners, L.P. 510.02%0.32%1.00%Q2 2015Q3 202320
CONGRESS ASSET MANAGEMENT CO /MA 1820.01%0.79%1.10%Q2 2013Q3 202320
SCOTIA CAPITAL INC. 1410.00%0.01%0.04%Q3 2014Q3 202320
PFG Advisors 20200.18%0.30%0.42%Q4 2018Q3 202320
Vident Investment Advisory, LLC 1310.00%0.05%0.36%Q4 2014Q2 202320
BREWIN DOLPHIN LTD 20200.41%0.83%1.08%Q3 2017Q2 202220
Qtron Investments LLC 20200.11%0.31%0.54%Q4 2018Q3 202320
Harel Insurance Investments & Financial Services Ltd. 1910.00%0.02%0.09%Q2 2016Q3 202320
Engineers Gate Manager LP 610.02%0.25%0.65%Q1 2015Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.12%0.15%0.19%Q2 2013Q1 201820
Nicholas Investment Partners, LP 1550.04%0.19%0.53%Q1 2016Q3 202320
Lindbrook Capital, LLC 20200.02%0.16%0.70%Q4 2018Q3 202320
CAXTON ASSOCIATES LP 520.00%0.09%0.35%Q4 2016Q2 202320
Rheos Capital Works Inc. 20200.21%3.45%14.00%Q4 2018Q3 202320
Independent Advisor Alliance 1730.02%0.14%0.28%Q3 2018Q3 202320
Magnus Financial Group LLC 20200.05%0.08%0.11%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.30%0.37%0.49%Q4 2018Q3 202320
NVWM, LLC 1550.03%0.32%0.91%Q3 2018Q3 202320
Assenagon Asset Management S.A. 1430.01%0.14%0.76%Q1 2018Q3 202320
Truvestments Capital LLC 1910.04%0.25%0.36%Q3 2018Q3 202320
American Portfolios Advisors 20200.00%0.04%0.09%Q4 2017Q3 202220
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.10%0.32%0.46%Q4 2018Q3 202320
GUARDIAN CAPITAL LP 20200.01%0.03%0.14%Q4 2018Q3 202320
Boston Common Asset Management, LLC 20200.32%0.96%1.60%Q4 2018Q3 202320
Ellevest, Inc. 20200.00%0.03%0.07%Q4 2018Q3 202320
Ownership Capital B.V. 20202.42%6.00%10.29%Q4 2018Q3 202320
Carnegie Capital Asset Management, LLC 1910.01%0.02%0.04%Q2 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.03%0.06%0.07%Q4 2015Q3 202020
Wambolt & Associates, LLC 20200.32%0.80%1.43%Q4 2018Q3 202320
HBK INVESTMENTS L P 1310.00%0.06%0.19%Q2 2013Q1 202120
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.04%0.08%0.15%Q1 2013Q4 201720
Redpoint Investment Management Pty Ltd 20200.16%0.26%0.35%Q4 2017Q3 202220
Lido Advisors, LLC 1910.01%0.02%0.08%Q1 2018Q3 202320
CENTRAL BANK & TRUST CO 20200.71%1.54%2.06%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.01%0.18%0.97%Q1 2018Q3 202320
Institute for Wealth Management, LLC. 1910.05%0.08%0.12%Q4 2017Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Ocean Capital Management, LLC 20201.44%1.68%2.01%Q4 2018Q3 202320
Financial Advisors Network, Inc. 910.06%0.47%0.80%Q4 2016Q3 202320
Tolleson Wealth Management, Inc. 20200.10%0.14%0.19%Q4 2018Q3 202320
STEEL GROVE CAPITAL ADVISORS, LLC 1640.06%0.07%0.10%Q4 2013Q4 201820
LOOMIS SAYLES & CO L P 20200.00%0.00%0.01%Q4 2018Q3 202320
Anchor Investment Management, LLC 20200.00%0.09%0.15%Q1 2019Q4 202320
Pathway Financial Advisors LLC 930.07%0.11%0.18%Q4 2017Q3 202320
Zebra Capital Management LLC 1210.15%0.37%0.75%Q2 2013Q1 202020
Symmetry Partners, LLC 1550.02%0.09%0.24%Q4 2018Q4 202320
Elgethun Capital Management 1910.07%0.12%0.18%Q4 2016Q3 202320
Mitsubishi UFJ Securities Holdings Co., Ltd. 20200.07%0.53%0.85%Q1 2015Q4 201920
Kovack Advisors, Inc. 1310.00%0.14%0.31%Q3 2014Q4 202120
Beacon Pointe Advisors, LLC 20200.04%0.09%0.18%Q4 2018Q3 202320
Dakota Wealth Management 1820.02%0.15%0.69%Q3 2018Q3 202320
Inlet Private Wealth, LLC 20200.34%0.46%0.64%Q4 2018Q3 202320
Capula Management Ltd 620.00%0.07%0.19%Q2 2021Q3 202320
Riverview Trust Co 20200.12%0.22%0.35%Q4 2018Q3 202320
AGF INVESTMENTS INC. 1550.01%0.54%0.93%Q3 2014Q3 202220
Quantitative Investment Management, LLC 810.04%0.16%0.41%Q2 2013Q2 202320
K.J. Harrison & Partners Inc 10100.05%0.40%0.88%Q2 2013Q2 202320
Stanley-Laman Group, Ltd. 1550.07%0.38%1.69%Q3 2016Q3 202320
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 1820.04%0.19%0.56%Q1 2013Q1 201820
TOWNSQUARE CAPITAL LLC 20200.06%0.12%0.42%Q4 2018Q3 202320
HWG Holdings LP 720.00%1.15%7.13%Q2 2018Q4 202320
Patriot Financial Group Insurance Agency, LLC 1540.00%0.01%0.02%Q2 2017Q2 202219
FIRST NATIONAL TRUST CO 1410.01%0.03%0.05%Q3 2018Q3 202319
Select Equity Group, L.P. 910.10%0.35%0.99%Q4 2013Q3 202319
Qube Research & Technologies Ltd 520.00%0.16%0.64%Q1 2018Q3 202319
NewEdge Advisors, LLC 1710.00%0.07%0.16%Q2 2017Q3 202319
Krilogy Financial LLC 1720.00%0.20%0.50%Q2 2017Q1 202319
Ancora Advisors LLC 1710.00%0.01%0.02%Q4 2016Q3 202319
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.01%0.19%0.42%Q1 2014Q1 202219
Clarius Group, LLC 19190.07%0.12%0.16%Q1 2019Q3 202319
WHALEROCK POINT PARTNERS, LLC 19190.14%0.19%0.25%Q1 2019Q3 202319
Private Capital Group, LLC 19190.01%0.02%0.04%Q4 2017Q2 202219
Brown Advisory Securities, LLC 19190.21%0.35%0.51%Q4 2017Q2 202219
CADENCE CAPITAL MANAGEMENT LLC 19190.03%0.29%0.65%Q1 2013Q3 201719
NuWave Investment Management, LLC 1210.00%0.48%1.51%Q1 2014Q3 202219
MONTAG A & ASSOCIATES INC 19190.33%0.43%0.73%Q1 2019Q3 202319
Zions Bancorporation, N.A. 19190.04%0.08%0.21%Q1 2019Q3 202319
Clearstead Advisors, LLC 19190.03%0.05%0.09%Q1 2019Q3 202319
CI INVESTMENTS INC. 1720.00%0.09%0.33%Q4 2018Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.04%0.21%3.08%Q3 2018Q3 202319
Gilbert & Cook, Inc. 1810.05%0.11%0.16%Q1 2018Q2 202319
Chicago Partners Investment Group LLC 19190.04%0.11%0.16%Q1 2019Q3 202319
FARR MILLER & WASHINGTON LLC/DC 19191.66%2.15%2.65%Q2 2013Q4 201719
CIM, LLC 19190.09%0.65%2.79%Q2 2018Q4 202219
American Money Management, LLC 19191.51%1.79%2.13%Q1 2019Q3 202319
Princeton Global Asset Management LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
JANICZEK WEALTH MANAGEMENT, LLC 1450.00%0.07%0.15%Q2 2018Q3 202319
WEALTHFRONT Corp 19190.01%0.01%0.02%Q1 2014Q3 201819
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.04%0.06%Q1 2019Q3 202319
Artisan Partners Limited Partnership 710.04%0.30%1.12%Q3 2015Q3 202319
Principle Wealth Partners LLC 19190.04%0.07%0.13%Q1 2019Q3 202319
EP Wealth Advisors, LLC 1410.01%0.03%0.05%Q3 2018Q3 202319
IMPAX ASSET MANAGEMENT LLC 1360.01%0.25%2.38%Q2 2013Q2 201819
PGGM Investments 820.01%0.14%0.34%Q1 2013Q1 202219
BRIDGES INVESTMENT MANAGEMENT INC 1720.01%0.04%0.09%Q4 2018Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.01%Q2 2013Q4 201719
AGF Investments LLC 1810.00%0.32%1.26%Q4 2016Q2 202219
Kinneret Advisory, LLC 1810.35%0.49%0.67%Q4 2018Q3 202319
Walleye Capital LLC 630.00%0.07%0.36%Q1 2019Q3 202319
Covenant Asset Management, LLC 19190.45%1.08%1.74%Q1 2019Q3 202319
Scott & Selber, Inc. 1540.69%0.96%1.76%Q2 2018Q3 202319
Burt Wealth Advisors 1720.01%0.01%0.01%Q3 2015Q4 202019
PROFFITT & GOODSON INC 1360.00%0.04%0.15%Q3 2018Q3 202319
Barbara Oil Co. 19190.11%0.22%0.46%Q1 2019Q3 202319
L. Roy Papp & Associates, LLP 19190.10%0.38%0.56%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
DUBUQUE BANK & TRUST CO 1630.00%0.01%0.03%Q2 2014Q1 201919
Chesapeake Wealth Management 19190.11%0.24%0.51%Q3 2018Q1 202319
Cipher Capital LP 610.04%0.35%1.00%Q2 2014Q3 202319
Horizon Investments, LLC 1110.01%0.03%0.07%Q1 2017Q3 202319
Virtue Capital Management, LLC 1420.00%0.42%0.85%Q4 2017Q3 202319
Balentine LLC 1040.00%0.01%0.06%Q1 2017Q3 202319
BDO Wealth Advisors, LLC 1410.00%0.00%0.01%Q2 2017Q2 202318
CALTON & ASSOCIATES, INC. 1710.01%0.13%0.23%Q4 2017Q3 202218
ETRADE Capital Management LLC 1440.00%0.04%0.07%Q2 2013Q3 202018
Bartlett & Co. LLC 1620.00%0.30%1.25%Q2 2019Q4 202318
FORSTA AP-FONDEN 1530.10%0.31%0.44%Q1 2017Q3 202318
Nationwide Fund Advisors 18180.14%0.28%0.33%Q2 2013Q3 201718
Concentrum Wealth Management 1440.14%0.22%0.31%Q1 2019Q3 202318
Sowell Financial Services LLC 1010.00%0.12%0.34%Q4 2016Q1 202318
TWIN CAPITAL MANAGEMENT INC 810.04%0.17%0.36%Q1 2015Q3 202318
NIPPON LIFE INSURANCE CO 18180.03%0.05%0.08%Q2 2013Q3 201718
FORT, L.P. 18180.03%0.48%0.65%Q2 2018Q3 202218
BOURNE LENT ASSET MANAGEMENT INC 1440.10%0.12%0.18%Q1 2019Q3 202318
QVR LLC 430.00%0.05%0.15%Q4 2020Q3 202218
KCM INVESTMENT ADVISORS LLC 1410.01%0.02%0.02%Q2 2015Q3 202318
TimesSquare Capital Management, LLC 1210.00%0.03%0.08%Q1 2016Q2 202118
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
Moors & Cabot, Inc. 1340.00%0.02%0.03%Q1 2019Q3 202318
BRINKER CAPITAL INC 1260.03%0.16%0.34%Q4 2015Q2 202018
SUN LIFE FINANCIAL INC 18180.00%0.01%0.03%Q4 2016Q1 202118
AMERICAN NATIONAL BANK 1440.00%0.75%1.39%Q1 2017Q3 202318
Carmignac Gestion 18180.00%0.07%0.13%Q2 2019Q3 202318
Pettee Investors, Inc. 18180.30%0.41%0.53%Q2 2019Q3 202318
STEVENS CAPITAL MANAGEMENT LP 610.05%0.34%0.81%Q2 2013Q2 202318
UBS AG 660.00%0.01%0.02%Q2 2013Q3 201418
TRUE Private Wealth Advisors 1610.01%0.04%0.07%Q3 2018Q3 202318
Vestmark Advisory Solutions, Inc. 1530.04%0.15%0.25%Q1 2019Q3 202318
ABNER HERRMAN & BROCK LLC 1610.03%0.21%2.37%Q1 2018Q3 202317
Williams Jones Wealth Management, LLC. 17170.62%1.52%2.32%Q3 2019Q3 202317
BOENNING & SCATTERGOOD, INC. 1120.06%0.07%0.09%Q2 2018Q4 202217
Graves Light Lenhart Wealth, Inc. 1520.03%0.06%0.08%Q4 2018Q3 202317
McIlrath & Eck, LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
Sound View Wealth Advisors Group, LLC 17170.06%0.13%0.22%Q3 2019Q3 202317
OMERS ADMINISTRATION Corp 710.02%0.61%2.83%Q1 2014Q1 202217
Altshuler Shaham Ltd 1510.00%0.00%0.00%Q3 2018Q3 202317
Red Spruce Capital, LLC 17170.34%0.49%0.64%Q4 2019Q4 202317
OAK RIDGE INVESTMENTS LLC 17170.39%0.64%0.86%Q3 2019Q3 202317
Bowie Capital Management, LLC 17170.20%2.84%4.86%Q3 2019Q3 202317
Edgewood Management 17173.54%4.91%6.27%Q3 2019Q3 202317
Wealthcare Advisory Partners LLC 1010.00%0.01%0.02%Q4 2017Q3 202317
EVOKE WEALTH, LLC 17170.02%0.08%0.13%Q3 2019Q3 202317
MYCIO WEALTH PARTNERS, LLC 1430.02%0.03%0.04%Q2 2013Q3 201717
Clearstead Trust, LLC 840.01%0.05%0.15%Q1 2019Q3 202317
Dorsey & Whitney Trust CO LLC 17170.03%0.05%0.09%Q3 2019Q3 202317
Cedar Brook Financial Partners, LLC 1430.05%0.09%0.11%Q1 2019Q3 202317
HOLLAND CAPITAL MANAGEMENT LLC 17171.17%1.36%1.51%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.04%0.06%0.08%Q2 2013Q2 201717
Grove Bank & Trust 1250.02%0.06%0.15%Q4 2016Q3 202317
WT Wealth Management 17170.36%0.64%0.83%Q3 2019Q3 202317
VIKING FUND MANAGEMENT LLC 17170.15%0.44%0.85%Q3 2019Q3 202317
Community Bank & Trust, Waco, Texas 1410.08%0.16%0.24%Q3 2018Q3 202317
BI Asset Management Fondsmaeglerselskab A/S 17170.04%0.20%0.52%Q3 2019Q3 202317
Winthrop Advisory Group LLC 17170.06%0.09%0.11%Q3 2019Q3 202317
Pegasus Partners Ltd. 17170.24%0.44%0.76%Q3 2019Q3 202317
Onex Canada Asset Management Inc. 17170.23%0.41%0.65%Q3 2019Q3 202317
STRATEGY ASSET MANAGERS LLC 810.17%0.36%0.63%Q2 2013Q2 202217
Carmichael Hill & Associates, Inc. 13130.00%0.05%0.14%Q3 2020Q3 202317
PARNASSUS INVESTMENTS, LLC 1120.00%0.19%0.76%Q2 2013Q3 202317
Bremer Bank National Association 1430.04%0.08%0.11%Q1 2019Q3 202317
Sunbelt Securities, Inc. 17170.03%0.20%0.74%Q3 2019Q3 202317
Prestige Wealth Management Group LLC 1610.00%0.04%0.10%Q4 2018Q3 202317
EXCHANGE TRADED CONCEPTS, LLC 17170.01%0.07%0.40%Q4 2019Q4 202317
LIBERTY WEALTH MANAGEMENT LLC 1310.00%0.19%0.33%Q4 2018Q3 202317
CITY HOLDING CO 17170.19%0.53%0.73%Q3 2019Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.01%0.01%0.02%Q2 2013Q2 201717
FIRST FINANCIAL CORP /IN/ 17170.01%0.02%0.03%Q3 2019Q3 202317
SEEYOND 17170.02%0.11%0.24%Q4 2018Q4 202217
Kingfisher Capital LLC 1510.09%0.99%1.87%Q2 2015Q3 202317
Altium Wealth Management LLC 17170.05%0.07%0.11%Q2 2018Q2 202217
DONALDSON CAPITAL MANAGEMENT, LLC 17170.02%0.34%0.52%Q3 2019Q3 202317
First Western Capital Management Co 17170.68%1.20%2.33%Q4 2013Q4 201717
ATALANTA SOSNOFF CAPITAL, LLC 17170.01%0.11%0.44%Q3 2019Q3 202317
Family Firm, Inc. 1430.07%0.09%0.12%Q1 2019Q3 202317
MACKAY SHIELDS LLC 17170.04%0.14%0.23%Q1 2018Q1 202217
abrdn Investment Management Ltd 17170.01%0.15%1.16%Q2 2013Q2 201717
Decatur Capital Management, Inc. 17171.32%1.54%1.91%Q3 2019Q3 202317
Van Hulzen Asset Management, LLC 1430.04%0.07%0.18%Q1 2019Q3 202317
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
BSW Wealth Partners 17170.15%0.22%0.31%Q3 2019Q3 202317
Brookstone Capital Management 1010.00%0.02%0.03%Q2 2015Q3 202317
Barrett Asset Management, LLC 1430.00%0.01%0.02%Q2 2013Q3 202117
Soros Fund Management 910.04%0.33%0.65%Q3 2013Q3 202317
WFG Advisors, LP 17170.00%0.01%0.03%Q2 2013Q2 201717
SRS Capital Advisors, Inc. 1070.00%0.03%0.12%Q4 2016Q3 202317
Focused Wealth Management, Inc 17170.03%0.03%0.04%Q3 2013Q3 201717
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.01%0.05%0.14%Q2 2017Q2 202117
YCG, LLC 16161.81%2.35%2.97%Q4 2019Q3 202316
DELTA LLOYD NV 16160.07%0.26%0.39%Q2 2013Q1 201716
Petrus Trust Company, LTA 1410.03%2.21%3.53%Q4 2012Q3 202016
Ethic Inc. 16160.31%0.39%0.55%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Sigma Planning Corp 1420.01%0.02%0.05%Q4 2014Q3 202316
M&G INVESTMENT MANAGEMENT LTD 16160.00%0.04%0.09%Q4 2019Q3 202316
Karani Asset Management LLC 16163.31%4.06%5.17%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.06%0.08%0.11%Q4 2019Q3 202316
RFG Advisory, LLC 16160.03%0.06%0.09%Q4 2019Q3 202316
Canal Capital Management, LLC 16160.49%0.80%1.07%Q4 2019Q3 202316
ClariVest Asset Management LLC 1150.00%0.13%0.45%Q2 2015Q3 202316
Trexquant Investment LP 310.05%0.38%0.79%Q4 2015Q3 202316
CEDAR CAPITAL, LLC 1420.10%0.74%1.41%Q3 2016Q3 202016
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.22%0.34%0.54%Q4 2019Q3 202316
HBK Sorce Advisory LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Emerson Point Capital LP 16160.44%0.70%1.93%Q4 2018Q3 202216
Veracity Capital LLC 16160.10%0.22%0.51%Q4 2019Q3 202316
Quilter Plc 16160.59%1.74%2.52%Q4 2019Q3 202316
180 WEALTH ADVISORS, LLC 1330.05%0.14%0.24%Q2 2019Q3 202316
Vestcor Inc 16160.07%0.24%0.69%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.03%0.08%Q4 2019Q3 202316
Illinois Municipal Retirement Fund 16160.14%0.34%0.80%Q4 2019Q3 202316
Americana Partners, LLC 16160.04%0.15%0.26%Q4 2019Q3 202316
FLOSSBACH VON STORCH AG 16160.07%0.26%0.40%Q4 2019Q3 202316
Spark Investment Management LLC 1030.19%0.43%1.08%Q2 2013Q3 201816
Birch Capital Management, LLC 16160.05%0.06%0.08%Q4 2019Q3 202316
SPINNAKER TRUST 16160.03%0.05%0.06%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.09%0.21%Q4 2019Q3 202316
Daiwa SB Investments Ltd. 16160.10%0.20%0.30%Q2 2015Q1 201916
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
Transform Wealth, LLC 16160.04%0.08%0.15%Q4 2019Q3 202316
STEPH & CO 16160.01%0.02%0.02%Q4 2019Q3 202316
Optas, LLC 16160.17%0.25%0.35%Q4 2019Q3 202316
Corient Capital Partners, LLC 16160.08%0.25%0.35%Q4 2018Q3 202216
Texas Capital Bank Wealth Management Services Inc 16160.06%0.78%1.33%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.07%0.28%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
GLG LLC 16160.05%0.08%0.12%Q1 2014Q4 201716
Legacy Financial Advisors, Inc. 1060.03%0.06%0.09%Q4 2017Q3 202316
SIMON QUICK ADVISORS, LLC 1330.00%0.03%0.06%Q3 2017Q3 202316
Advisors Capital Management, LLC 1330.01%0.01%0.02%Q3 2018Q3 202316
MCRAE CAPITAL MANAGEMENT INC 16160.08%0.23%0.33%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.38%0.79%1.08%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.02%0.07%0.14%Q4 2019Q3 202316
Sargent Investment Group, LLC 16160.19%0.23%0.28%Q4 2019Q3 202316
Wealthspire Advisors, LLC 1210.01%0.02%0.04%Q4 2018Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.16%0.24%0.39%Q2 2013Q1 201716
PIEDMONT INVESTMENT ADVISORS INC 16160.13%0.21%0.56%Q2 2016Q1 202016
Virtu KCG Holdings LLC 1230.00%0.04%0.24%Q3 2013Q2 201716
BOK Financial Private Wealth, Inc. 16160.34%0.48%0.65%Q4 2019Q3 202316
Watchman Group, Inc. 16161.80%2.53%3.28%Q4 2019Q3 202316
CAMDEN NATIONAL BANK 1420.04%0.06%0.08%Q3 2019Q3 202316
Banque Cantonale Vaudoise 16160.18%0.29%0.46%Q4 2019Q3 202316
CUE ADVISORY SERVICES, INC. 16160.61%0.84%1.05%Q4 2014Q3 201816
Great Diamond Partners, LLC 16160.08%0.10%0.15%Q4 2019Q3 202316
CONNORS INVESTOR SERVICES INC 880.04%0.07%0.08%Q2 2013Q2 201716
S.A. Mason LLC 16161.61%1.89%2.36%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.00%0.05%0.27%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.05%0.07%0.09%Q4 2019Q3 202316
Bristol Gate Capital Partners Inc. 16163.75%4.63%5.55%Q4 2019Q3 202316
COLDSTREAM CAPITAL MANAGEMENT INC 930.02%0.04%0.07%Q2 2019Q3 202316
PEAPACK GLADSTONE FINANCIAL CORP 1240.01%0.09%0.20%Q1 2019Q3 202316
Tidal Investments LLC 16160.05%0.08%0.14%Q4 2019Q3 202316
Mount Yale Investment Advisors, LLC 1330.00%0.10%0.20%Q1 2018Q3 202316
BURKE & HERBERT BANK & TRUST CO 16160.21%0.30%0.41%Q4 2019Q3 202316
MOTCO 710.00%0.19%0.62%Q2 2013Q3 202316
BlackRock Group LTD 15150.11%0.14%0.17%Q2 2013Q4 201615
Wharton Business Group, LLC 870.02%0.03%0.05%Q4 2019Q3 202315
Fortis Advisors, LLC 15150.05%0.12%0.15%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.12%0.17%0.23%Q2 2013Q4 201615
Private Ocean, LLC 1410.00%0.00%0.01%Q1 2019Q2 202315
First Long Island Investors, LLC 15150.53%0.81%1.01%Q1 2020Q3 202315
CreativeOne Wealth, LLC 15150.06%0.11%0.19%Q1 2020Q3 202315
WESPAC Advisors, LLC 830.13%0.45%0.78%Q1 2018Q1 202215
ZEKE CAPITAL ADVISORS, LLC 1140.03%0.07%0.12%Q2 2017Q4 202215
GILL CAPITAL PARTNERS, LLC 15150.14%0.16%0.21%Q2 2020Q4 202315
Solstein Capital, LLC 1140.01%0.03%0.05%Q4 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.10%0.12%0.14%Q2 2013Q4 201615
HIGH POINT BANK & TRUST CO 15150.01%0.02%0.02%Q2 2013Q4 201615
BAMCO INC /NY/ 15150.00%0.01%0.02%Q1 2020Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.22%0.27%0.34%Q1 2020Q3 202315
MATHER GROUP, LLC. 1410.01%0.02%0.02%Q4 2019Q3 202315
BlackRock Investment Management, LLC 15150.06%0.07%0.14%Q2 2013Q4 201615
RVW Wealth, LLC 870.28%0.32%0.38%Q1 2019Q4 202315
CLEAR STREET MARKETS LLC 310.00%0.14%0.95%Q2 2013Q3 202315
Durable Capital Partners LP 15150.48%5.26%7.26%Q1 2020Q3 202315
AlphaCrest Capital Management LLC 1410.05%0.24%0.69%Q4 2018Q3 202215
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.25%0.56%Q1 2020Q3 202315
New England Research & Management, Inc. 1210.12%0.15%0.25%Q4 2018Q3 202315
Fosun International Ltd 15150.03%0.12%0.22%Q3 2018Q1 202215
AVANTAX ADVISORY SERVICES, INC. 15150.01%0.07%0.12%Q1 2020Q3 202315
UNIO CAPITAL LLC 15152.95%3.75%4.68%Q1 2020Q3 202315
Rampart Investment Management Company, LLC 15150.03%0.20%0.27%Q1 2017Q3 202015
KMG FIDUCIARY PARTNERS, LLC 15150.06%0.10%0.14%Q1 2020Q3 202315
USA FINANCIAL FORMULAS 1010.00%0.44%2.61%Q2 2017Q3 202315
Waverly Advisors, LLC 1050.00%0.02%0.06%Q3 2013Q3 202315
Formidable Asset Management, LLC 1110.04%0.16%0.29%Q3 2013Q4 202115
ATLAS CAPITAL ADVISORS LLC 1010.00%0.03%0.27%Q3 2018Q3 202315
Spectrum Management Group, LLC 1050.00%0.18%0.68%Q3 2017Q1 202215
Assured Investment Management LLC 740.01%0.07%0.29%Q1 2015Q1 201915
TRUSTCORE FINANCIAL SERVICES, LLC 15150.01%0.02%0.03%Q2 2019Q4 202215
Avestar Capital, LLC 870.00%0.07%0.21%Q4 2017Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
Harfst & Associates, Inc. 1410.01%0.45%0.72%Q2 2015Q3 202315
PARK AVENUE SECURITIES LLC 1110.02%0.03%0.05%Q1 2019Q3 202315
IEQ CAPITAL, LLC 1140.02%0.10%0.18%Q4 2019Q3 202315
Integrated Advisors Network LLC 1410.03%0.04%0.05%Q4 2019Q3 202315
Signature Financial Management, Inc. 820.06%0.12%0.16%Q2 2014Q3 201815
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1410.00%0.11%0.25%Q4 2019Q3 202315
OFI Advisors LLC 1140.02%0.02%0.03%Q3 2011Q3 201515
Venturi Wealth Management, LLC 15150.04%0.11%0.14%Q1 2020Q3 202315
Cetera Investment Advisers 15150.01%0.03%0.05%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.06%0.09%0.11%Q1 2020Q3 202315
Premier Fund Managers Ltd 15150.02%0.19%0.84%Q1 2020Q3 202315
TCW GROUP INC 15150.01%0.03%0.05%Q2 2013Q4 201615
GENERATION INVESTMENT MANAGEMENT LLP 15151.35%4.25%9.53%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.04%0.06%0.08%Q1 2020Q3 202315
Segment Wealth Management, LLC 15150.08%1.12%1.48%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.14%0.20%0.29%Q3 2016Q1 202015
HERON FINANCIAL GROUP, LLC 15150.31%0.44%0.57%Q4 2019Q2 202315
Almanack Investment Partners, LLC. 15150.01%0.05%0.07%Q1 2019Q3 202215
Advisor Group, Inc. 15150.03%0.04%0.06%Q2 2016Q4 201915
Capital Advisory Group Advisory Services, LLC 710.02%0.04%0.12%Q1 2018Q1 202215
Stonehage Fleming Financial Services Holdings Ltd 15150.02%0.04%0.09%Q1 2020Q3 202315
CVA Family Office, LLC 15150.00%0.03%0.06%Q1 2020Q3 202315
Marshall Wace North America L.P. 710.00%0.32%0.79%Q4 2013Q2 202115
SANDERS MORRIS HARRIS LLC 1020.36%0.65%1.71%Q3 2019Q3 202315
Blue Whale Capital LLP 15154.12%6.33%8.63%Q4 2019Q2 202315
BlackRock Fund Advisors 15150.08%0.11%0.13%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.01%0.04%0.11%Q2 2013Q4 201615
MCDANIEL TERRY & CO 1410.09%1.67%2.23%Q2 2016Q3 202315
Hilltop Holdings Inc. 1410.05%0.11%0.16%Q3 2019Q3 202315
Suncoast Equity Management 15152.16%4.30%5.65%Q1 2020Q3 202315
Wealth Alliance 15150.07%0.11%0.16%Q1 2020Q3 202315
Stonebridge Capital Advisors LLC 1140.00%0.00%0.01%Q3 2019Q3 202315
LEAVELL INVESTMENT MANAGEMENT, INC. 1310.00%0.02%0.03%Q2 2010Q3 202314
I.G. INVESTMENT MANAGEMENT, LTD. 14140.00%0.01%0.04%Q2 2013Q3 201614
GODSEY & GIBB, INC 1010.04%0.07%0.29%Q1 2019Q3 202314
Epoch Investment Partners, Inc. 14140.03%0.13%0.29%Q1 2019Q2 202214
JACOBS LEVY EQUITY MANAGEMENT, INC 410.01%0.24%0.60%Q2 2014Q3 202114
WESTPORT RESOURCES MANAGEMENT INC 14140.03%0.17%0.24%Q2 2013Q3 201614
Independent Portfolio Consultants, Inc. 810.00%0.09%0.30%Q2 2013Q2 201714
Bernardo Wealth Planning LLC 14140.11%0.16%0.22%Q2 2020Q3 202314
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1210.01%0.02%0.02%Q3 2018Q3 202314
Haverford Trust Co 1040.00%0.13%0.44%Q1 2019Q3 202314
Weiss Multi-Strategy Advisers LLC 860.01%0.31%0.73%Q2 2013Q3 202314
AMG National Trust Bank 14140.02%0.02%0.03%Q2 2020Q3 202314
Parametric Risk Advisors LLC 14140.56%0.70%0.77%Q2 2013Q3 201614
Dai-ichi Life Holdings, Inc. 14140.02%0.05%0.17%Q2 2013Q3 201614
Cornerstone Advisors, LLC 1220.17%0.45%0.73%Q4 2019Q3 202314
INTEGRAL DERIVATIVES, LLC 410.01%0.02%0.05%Q4 2013Q1 201814
BRR OpCo, LLC 14140.13%0.21%0.28%Q2 2019Q3 202214
Freestone Capital Holdings, LLC 1310.01%0.02%0.04%Q4 2018Q3 202314
Vigilare Wealth Management 14140.13%0.22%0.34%Q3 2020Q4 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1310.04%0.07%0.12%Q3 2018Q3 202314
Contour Asset Management LLC 810.46%2.78%5.58%Q1 2014Q3 202214
Advisor OS, LLC 14140.18%0.37%0.62%Q2 2020Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.02%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.01%0.04%0.07%Q2 2013Q3 201614
First Allied Advisory Services, Inc. 720.00%0.01%0.02%Q2 2015Q3 202014
XR Securities LLC 510.01%0.13%0.39%Q2 2018Q3 202314
Cetera Advisors LLC 14140.01%0.02%0.06%Q2 2020Q3 202314
Kistler-Tiffany Companies, LLC 610.00%0.01%0.03%Q2 2016Q2 202314
ExodusPoint Capital Management, LP 520.01%0.09%0.22%Q2 2019Q3 202314
Samalin Investment Counsel, LLC 14140.20%0.27%0.35%Q2 2020Q3 202314
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 520.03%0.11%0.20%Q1 2019Q3 202314
Financial Management Professionals, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
Columbia Asset Management 630.04%0.06%0.08%Q3 2018Q3 202314
USS Investment Management Ltd 14140.09%0.23%0.35%Q2 2020Q3 202314
Junto Capital Management LP 810.52%2.15%4.07%Q4 2016Q3 202314
AHL Partners LLP 14140.03%0.16%0.45%Q3 2014Q4 201714
Plancorp, LLC 14140.02%0.04%0.07%Q2 2020Q3 202314
MCF Advisors LLC 710.00%0.01%0.03%Q4 2011Q3 202314
Jackson Square Partners, LLC 14140.03%1.88%2.79%Q2 2014Q3 201714
Ardevora Asset Management LLP 14140.00%0.65%0.98%Q4 2016Q1 202014
Trust Asset Management LLC 14140.04%0.14%0.21%Q2 2020Q3 202314
BTC Capital Management, Inc. 14140.09%0.56%0.69%Q2 2020Q3 202314
Integrated Wealth Concepts LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
ISLAY CAPITAL MANAGEMENT, LLC 1310.02%0.09%0.15%Q4 2019Q3 202314
Analyst IMS Investment Management Services Ltd. 14140.10%0.16%0.22%Q2 2020Q3 202314
XPONANCE, INC. 14140.28%0.41%0.57%Q2 2020Q3 202314
EDMOND DE ROTHSCHILD HOLDING S.A. 14140.01%0.01%0.02%Q2 2020Q3 202314
Quadrature Capital Ltd 810.05%0.42%1.30%Q3 2015Q2 202314
BURNEY CO/ 1020.01%0.03%0.08%Q1 2018Q3 202314
Railway Pension Investments Ltd 14140.22%0.39%0.61%Q4 2018Q1 202214
Darwin Wealth Management, LLC 950.05%0.50%0.86%Q1 2019Q3 202314
Sara-Bay Financial 14142.95%3.77%4.88%Q2 2020Q3 202314
O'Shares Investment Advisers, LLC 14140.03%0.22%0.48%Q4 2018Q1 202214
Cable Hill Partners, LLC 1040.00%0.06%0.20%Q2 2018Q3 202314
RMR Wealth Builders 710.09%0.16%0.26%Q4 2019Q3 202314
PERSONAL CFO SOLUTIONS, LLC 14140.00%0.13%0.23%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.02%0.05%Q2 2020Q3 202314
DOHJ, LLC 14140.21%0.73%0.93%Q2 2020Q3 202314
SteelPeak Wealth, LLC 14140.28%0.61%0.92%Q2 2020Q3 202314
IHT Wealth Management, LLC 1010.00%0.03%0.07%Q4 2016Q3 202314
Symphony Financial, Ltd. Co. 14140.08%0.22%0.41%Q2 2020Q3 202314
ALBION FINANCIAL GROUP /UT 1040.00%0.07%0.18%Q1 2020Q3 202314
FAYEZ SAROFIM & CO 14140.29%0.75%1.10%Q2 2020Q3 202314
CARLSON CAPITAL L P 710.08%0.24%0.39%Q3 2013Q3 202314
DF DENT & CO INC 1010.00%0.07%0.70%Q2 2015Q3 202314
OAKBROOK INVESTMENTS LLC 910.09%0.18%0.25%Q2 2014Q4 201914
SHINE INVESTMENT ADVISORY SERVICES INC 14140.02%0.06%0.15%Q2 2017Q3 202014
FIRST FOUNDATION ADVISORS 1310.01%0.09%0.17%Q4 2018Q3 202314
ADVENT INTERNATIONAL, L.P. 14140.02%0.33%1.13%Q2 2020Q3 202314
HARVEST CAPITAL MANAGEMENT INC 14140.09%0.12%0.17%Q1 2016Q2 201914
PAX Financial Group, LLC 13130.16%0.18%0.21%Q3 2020Q3 202313
Donoghue Forlines LLC 1210.15%0.29%0.66%Q2 2018Q3 202313
Keel Point, LLC 13130.02%0.06%0.08%Q3 2020Q3 202313
ELEMENT CAPITAL MANAGEMENT LLC 710.06%0.95%2.73%Q1 2016Q3 202213
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 13130.04%0.06%0.10%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.12%0.24%Q3 2020Q3 202313
Apollon Wealth Management, LLC 1120.09%0.13%0.17%Q2 2020Q3 202313
COMERICA SECURITIES,INC. 13130.02%0.11%0.68%Q3 2020Q3 202313
Virtu Financial LLC 410.02%0.07%0.14%Q3 2016Q1 202313
MAVERICK CAPITAL LTD 410.00%0.02%0.11%Q1 2015Q3 202313
DENVER INVESTMENT ADVISORS LLC 13130.01%0.01%0.02%Q3 2014Q3 201713
HL FINANCIAL SERVICES LLC 13130.01%0.02%0.08%Q1 2016Q1 201913
Global X Management CO LLC 13130.00%0.06%0.33%Q2 2015Q2 201813
BlueCrest Capital Management Ltd 610.01%0.05%0.18%Q2 2015Q2 202213
THOMPSON DAVIS & CO., INC. 13130.03%0.04%0.07%Q3 2014Q3 201713
FSA Wealth Management LLC 13130.44%0.73%2.20%Q3 2020Q3 202313
SUMITOMO LIFE INSURANCE CO 13130.06%0.13%0.31%Q3 2020Q3 202313
MONECO Advisors, LLC 13130.12%0.15%0.20%Q3 2020Q3 202313
Polar Capital LLP 1030.03%0.11%0.18%Q2 2013Q1 202013
Essex Financial Services, Inc. 13130.03%0.04%0.05%Q3 2020Q3 202313
Avantax Planning Partners, Inc. 1110.01%0.03%0.05%Q1 2018Q3 202313
Hummer Financial Advisory Services Inc 13130.24%0.29%0.33%Q3 2020Q3 202313
ANALYTIC INVESTORS, LLC 1210.00%0.08%0.18%Q2 2013Q3 201613
BRIGHTON JONES LLC 1210.02%0.04%0.07%Q3 2013Q3 202313
ClearBridge Investments 1010.00%0.07%0.40%Q2 2013Q3 202313
A.R.T. Advisors, LLC 310.05%0.38%1.65%Q1 2014Q3 202013
Highland Private Wealth Management 940.04%0.05%0.06%Q1 2019Q3 202213
SEVEN EIGHT CAPITAL, LP 610.03%0.42%1.00%Q2 2014Q1 202013
Procyon Advisors, LLC 1030.04%0.08%0.12%Q4 2019Q3 202313
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 850.04%0.24%0.59%Q2 2020Q3 202313
INTRUST BANK NA 13130.05%0.07%0.10%Q3 2020Q3 202313
TrinityPoint Wealth, LLC 13130.11%0.13%0.15%Q3 2020Q3 202313
LAKE STREET ADVISORS GROUP, LLC 1030.02%0.06%0.17%Q4 2017Q2 202113
Selective Wealth Management, Inc. 13130.00%0.01%0.01%Q3 2019Q3 202213
RITHOLTZ WEALTH MANAGEMENT 13130.03%0.05%0.10%Q3 2020Q3 202313
BENJAMIN EDWARDS INC 13130.21%0.41%0.76%Q3 2020Q3 202313
Prospera Financial Services Inc 13130.01%0.03%0.09%Q3 2020Q3 202313
PDT Partners, LLC 510.02%0.26%0.88%Q1 2014Q3 202213
IAG Wealth Partners, LLC 1030.00%0.00%0.00%Q4 2019Q3 202313
Financial Advantage, Inc. 13130.02%0.03%0.05%Q1 2019Q1 202213
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Silicon Valley Capital Partners 13130.24%0.34%0.44%Q3 2020Q3 202313
XXEC, Inc. 13136.14%7.47%9.72%Q3 2020Q3 202313
Prime Capital Investment Advisors, LLC 940.00%0.14%0.93%Q1 2019Q3 202313
Bayesian Capital Management, LP 310.08%0.43%1.09%Q4 2015Q3 202313
WOODSTOCK CORP 13130.05%0.06%0.07%Q4 2020Q4 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 760.01%0.11%0.24%Q4 2013Q3 202313
DEARBORN PARTNERS LLC 13131.18%1.47%1.88%Q3 2020Q3 202313
FLPUTNAM INVESTMENT MANAGEMENT CO 13130.01%0.05%0.15%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
CATALYST PRIVATE WEALTH, LLC 13130.26%0.46%1.03%Q4 2020Q4 202313
Calvert Investment Management, Inc. 13130.02%0.05%0.08%Q4 2013Q4 201613
Varma Mutual Pension Insurance Co 13130.03%0.13%0.79%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.03%0.04%Q3 2020Q3 202313
Regent Peak Wealth Advisors LLC 13130.09%0.12%0.16%Q3 2020Q3 202313
Abbrea Capital, LLC 1210.04%0.06%0.09%Q4 2019Q3 202313
Migdal Insurance & Financial Holdings Ltd. 1030.00%0.03%0.09%Q4 2016Q2 202013
Ifrah Financial Services, Inc. 13130.09%0.11%0.14%Q3 2020Q3 202313
Stratos Wealth Advisors, LLC 940.07%0.13%0.22%Q4 2018Q3 202313
Investors Research Corp 850.01%0.06%0.15%Q3 2019Q2 202313
Sonora Investment Management, LLC 1210.00%0.02%0.04%Q3 2015Q3 202113
OLD DOMINION CAPITAL MANAGEMENT INC 13132.95%3.26%3.64%Q3 2018Q3 202113
GENERAL ELECTRIC CO 13130.34%0.58%0.88%Q2 2013Q2 201613
Miracle Mile Advisors, LLC 13130.02%0.04%0.06%Q3 2020Q3 202313
Crewe Advisors LLC 1210.01%0.03%0.08%Q2 2019Q2 202313
Quantitative Systematic Strategies LLC 710.06%0.36%0.64%Q2 2014Q2 202113
JOHN G ULLMAN & ASSOCIATES INC 13130.04%0.05%0.06%Q3 2020Q3 202313
WEDGE CAPITAL MANAGEMENT L L P/NC 1210.00%0.77%1.41%Q2 2015Q3 202313
OXFORD ASSET MANAGEMENT LLP 12120.01%0.18%0.70%Q1 2017Q4 201912
Veritas Investment Partners (UK) Ltd. 12120.13%3.23%4.61%Q4 2020Q3 202312
Sather Financial Group Inc 12120.03%2.06%4.75%Q4 2020Q3 202312
ADAMS DIVERSIFIED EQUITY FUND, INC. 12120.75%0.95%1.16%Q4 2020Q3 202312
TIAA, FSB 1020.01%0.07%0.11%Q1 2019Q2 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
MORGAN JESS S & CO INC 12122.59%3.00%3.44%Q4 2019Q3 202212
Elo Mutual Pension Insurance Co 12120.23%0.30%0.37%Q4 2020Q3 202312
KANALY TRUST CO 12120.00%0.00%0.00%Q1 2014Q4 201612
Bond & Devick Financial Network, Inc. 12120.25%0.35%0.50%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.01%0.05%0.13%Q4 2016Q3 201912
Berman Capital Advisors, LLC 12120.01%0.04%0.08%Q4 2018Q3 202112
GAM SYSTEMATIC LLP 12120.02%0.16%0.34%Q4 2014Q3 201712
Bison Wealth, LLC 1020.04%0.14%0.31%Q2 2020Q3 202312
Heartland Bank & Trust Co 12120.28%0.80%1.46%Q4 2020Q3 202312
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.00%0.07%0.16%Q4 2017Q3 202312
2Xideas AG 12120.84%1.03%1.35%Q4 2020Q3 202312
Alta Wealth Advisors LLC 12120.34%0.37%0.47%Q4 2020Q3 202312
NCM Capital Advisers, Inc. 12120.84%1.23%2.22%Q4 2013Q3 201612
Elk River Wealth Management, LLC 12121.41%1.59%1.98%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.04%0.13%0.34%Q4 2016Q3 201912
SCHARF INVESTMENTS, LLC 12120.01%0.04%0.07%Q4 2020Q3 202312
MGO ONE SEVEN LLC 910.01%0.03%0.05%Q4 2017Q3 202312
Veery Capital, LLC 12120.17%0.21%0.27%Q4 2020Q3 202312
Geller Advisors LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
Ohio National Investments, Inc. 12120.22%0.23%0.24%Q2 2013Q1 201612
Calamos Wealth Management LLC 840.04%0.28%0.78%Q2 2016Q3 202312
Accretive Wealth Partners, LLC 12120.44%0.59%0.90%Q4 2020Q3 202312
Convergence Investment Partners, LLC 610.01%0.23%0.57%Q1 2018Q3 202312
Cohen Investment Advisors LLC 12122.00%2.31%2.89%Q4 2020Q3 202312
PRENTISS SMITH & CO INC 1020.01%0.61%1.00%Q2 2013Q1 201712
CoreFirst Bank & Trust 12120.26%0.33%0.42%Q4 2020Q3 202312
Connolly Sarah T. 12120.41%0.57%0.83%Q4 2020Q3 202312
Stone Ridge Asset Management LLC 1110.03%0.44%2.39%Q4 2014Q2 202012
First Trust Direct Indexing L.P. 12120.24%0.29%0.35%Q4 2020Q3 202312
Personal Capital Advisors Corp 12120.00%0.01%0.01%Q1 2020Q4 202212
WESTWOOD MANAGEMENT CORP /IL/ 12120.02%0.03%0.04%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.07%0.09%0.12%Q4 2020Q3 202312
Freedom Day Solutions, LLC 12120.82%1.04%1.33%Q4 2020Q3 202312
Modera Wealth Management, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
AtonRa Partners 12121.25%1.43%1.75%Q4 2020Q3 202312
Select Asset Management & Trust 12120.15%0.22%0.28%Q4 2020Q3 202312
James Hambro & Partners 12120.12%3.57%5.77%Q4 2020Q3 202312
OUTFITTER FINANCIAL LLC 12121.63%1.92%2.47%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.05%0.09%0.14%Q2 2013Q1 201612
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
SOA Wealth Advisors, LLC. 12120.01%0.03%0.06%Q4 2020Q3 202312
ICONIQ Capital, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.07%0.10%0.16%Q4 2020Q3 202312
Wealth Architects, LLC 1010.05%0.09%0.17%Q4 2019Q3 202312
PRIO WEALTH LIMITED PARTNERSHIP 12120.30%0.73%0.93%Q4 2020Q3 202312
RHS Financial, LLC 660.20%0.33%0.46%Q3 2020Q3 202312
Freemont Management S.A. 12120.56%0.99%2.72%Q4 2020Q3 202312
CSat Investment Advisory, L.P. 12120.00%0.03%0.06%Q2 2018Q1 202112
ALTFEST L J & CO INC 12120.04%0.06%0.10%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.41%0.51%0.66%Q4 2020Q3 202312
Center for Financial Planning, Inc. 1110.00%0.01%0.02%Q1 2020Q3 202312
Avalon Investment & Advisory 12120.01%0.04%0.05%Q2 2020Q1 202312
Numeric Investors LLC 720.01%0.36%1.26%Q3 2014Q4 201712
Tyers Asset Management LLC 12120.03%0.11%0.28%Q4 2016Q3 201912
Successful Portfolios LLC 12120.19%0.23%0.28%Q2 2020Q1 202312
Newman Dignan & Sheerar, Inc. 12120.04%0.08%0.12%Q4 2020Q3 202312
MENTA CAPITAL LLC 410.03%0.21%0.45%Q1 2014Q2 201912
Sustainable Insight Capital Management, LLC 1010.14%0.33%0.66%Q1 2020Q3 202312
Value Partners Investments Inc. 12120.02%0.06%0.09%Q4 2020Q3 202312
Summit Trail Advisors, LLC 910.01%0.04%0.13%Q4 2017Q3 202312
Valmark Advisers, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
JACKSON SQUARE CAPITAL, LLC 610.01%0.08%0.16%Q4 2019Q3 202312
CERTUITY, LLC 12120.06%0.13%0.21%Q4 2020Q3 202312
ACT WEALTH MANAGEMENT, LLC 12120.33%0.38%0.50%Q4 2020Q3 202312
Adero Partners, LLC 1110.14%0.29%0.78%Q3 2020Q3 202312
Concord Wealth Partners 12120.02%0.04%0.07%Q4 2020Q3 202312
WALL STREET ASSOCIATES 1110.02%0.07%0.21%Q2 2013Q2 201612
EVERGREEN CAPITAL MANAGEMENT LLC 12120.04%0.07%0.09%Q4 2020Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 12120.06%0.08%0.10%Q1 2019Q4 202112
TD Securities (USA) LLC 12120.05%0.12%0.15%Q2 2013Q1 201612
East Coast Asset Management, LLC. 12120.06%0.10%0.14%Q4 2020Q3 202312
PartnerRe Asset Management CORP 12120.08%0.09%0.10%Q2 2013Q1 201612
KINGS POINT CAPITAL MANAGEMENT 12120.02%0.03%0.04%Q2 2019Q1 202212
Magellan Asset Management Ltd 12120.00%1.63%4.35%Q4 2020Q3 202312
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 710.01%0.02%0.03%Q3 2018Q3 202312
Valtinson Bruner Financial Planning LLC 12120.14%0.16%0.21%Q4 2020Q3 202312
Belpointe Asset Management LLC 610.01%0.03%0.09%Q2 2019Q3 202312
FORT PITT CAPITAL GROUP, LLC 11110.00%0.03%0.04%Q1 2021Q3 202312
Catalyst Capital Advisors LLC 12120.00%0.01%0.06%Q4 2020Q3 202312
CAPITAL ADVISORS INC/OK 1110.01%0.61%0.85%Q3 2018Q3 202312
UNITED BANK 12120.09%0.11%0.15%Q4 2020Q3 202312
Maytus Capital Management, LLC 721.52%3.16%5.54%Q3 2019Q3 202312
MEITAV INVESTMENT HOUSE LTD 810.01%0.02%0.04%Q2 2018Q3 202312
Neuburgh Advisers LLC 12120.04%0.16%0.42%Q4 2016Q3 201912
Vontobel Holding Ltd. 12120.09%0.20%0.30%Q4 2020Q3 202312
Boston Trust Walden Corp 12120.01%0.16%0.43%Q4 2020Q3 202312
MACROVIEW INVESTMENT MANAGEMENT LLC 12120.00%0.00%0.01%Q3 2020Q2 202312
Sciencast Management LP 410.14%0.62%1.06%Q4 2016Q1 202312
Foxhaven Asset Management, LP 12123.04%7.39%11.78%Q4 2020Q3 202312
Jackson, Grant Investment Advisers, Inc. 12120.00%0.04%0.07%Q4 2020Q3 202312
Wade Financial Advisory, Inc 910.09%0.15%0.21%Q4 2019Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.07%0.14%Q4 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.00%Q4 2020Q3 202312
Bouvel Investment Partners, LLC 12122.30%2.64%3.26%Q4 2020Q3 202312
TIGER GLOBAL MANAGEMENT LLC 12120.00%0.72%4.07%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.06%0.09%0.15%Q4 2020Q3 202312
Harbor Group, Inc. 12120.33%0.40%0.51%Q4 2020Q3 202312
Legal Advantage Investments, Inc. 12122.41%2.99%3.44%Q4 2020Q3 202312
M. Kulyk & Associates, LLC 12121.31%1.56%1.87%Q4 2020Q3 202312
Beacon Financial Advisory LLC 11110.54%0.65%0.79%Q4 2019Q2 202211
NORTHSTAR ASSET MANAGEMENT INC 11112.93%3.56%4.25%Q1 2021Q3 202311
Schwab Charitable Fund 11110.03%0.16%0.39%Q2 2019Q4 202111
Amundi 10100.00%0.17%0.49%Q2 2021Q3 202311
BAHL & GAYNOR INC 11110.00%0.00%0.00%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.01%0.04%0.06%Q4 2016Q2 201911
ATHERTON LANE ADVISERS, LLC 11111.25%1.36%1.50%Q2 2013Q4 201511
Essex Savings Bank 620.06%0.10%0.14%Q4 2018Q3 202311
Point72 Middle East FZE 440.01%0.17%0.79%Q4 2022Q3 202311
LifeSteps Financial, Inc. 830.18%0.22%0.25%Q4 2020Q3 202311
Quantinno Capital Management LP 720.06%0.29%0.54%Q1 2019Q3 202311
ATWOOD & PALMER INC 830.00%0.00%0.01%Q2 2014Q3 202311
SUMITOMO MITSUI FINANCIAL GROUP, INC. 11110.14%0.33%0.48%Q1 2021Q3 202311
CAPITAL GUARDIAN TRUST CO 910.00%0.00%0.00%Q3 2014Q3 201811
CENTAURUS FINANCIAL, INC. 810.00%0.02%0.02%Q2 2018Q2 202311
Euclid Advisors LLC 650.05%0.13%0.27%Q3 2013Q2 201611
Verity Asset Management, Inc. 650.14%0.22%0.30%Q4 2020Q3 202311
Waldron Private Wealth LLC 1010.02%0.04%0.05%Q3 2020Q3 202311
NFJ INVESTMENT GROUP, LLC 11110.12%0.79%2.53%Q1 2021Q3 202311
MONETARY MANAGEMENT GROUP INC 11110.21%0.24%0.31%Q1 2021Q3 202311
NewEdge Wealth, LLC 11110.08%0.13%0.22%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.21%0.27%0.39%Q1 2021Q3 202311
Coatue Management 510.05%1.51%3.89%Q4 2018Q3 202311
Spire Wealth Management 11110.02%0.05%0.14%Q1 2021Q3 202311
Orchard Capital Management, LLC 11110.09%0.11%0.14%Q4 2020Q2 202311
Verity & Verity, LLC 11110.06%0.08%0.10%Q2 2017Q4 201911
Corundum Group, Inc. 830.13%0.17%0.24%Q4 2020Q3 202311
GROUP ONE TRADING, L.P. 920.00%0.01%0.01%Q4 2020Q3 202311
Confluence Wealth Management LLC 830.12%0.26%0.41%Q1 2015Q3 202011
Piscataqua Savings Bank 11110.03%0.04%0.05%Q1 2021Q3 202311
JAG CAPITAL MANAGEMENT, LLC 11110.09%0.13%0.20%Q1 2021Q3 202311
Firsthand Capital Management, Inc. 11110.72%1.08%1.49%Q2 2013Q4 201511
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 11110.04%0.14%0.18%Q2 2019Q4 202111
Kensington Investment Counsel, LLC 830.50%0.58%0.69%Q4 2020Q3 202311
WAYCROSS PARTNERS, LLC 11110.11%0.51%1.00%Q1 2021Q3 202311
Concorde Asset Management, LLC 710.14%0.30%0.47%Q3 2020Q3 202311
HARVEST VOLATILITY MANAGEMENT LLC 11110.00%0.59%1.03%Q4 2020Q2 202311
OPSEU Pension Plan Trust Fund 11110.21%0.29%0.40%Q1 2020Q3 202211
Maven Securities LTD 510.01%0.03%0.11%Q4 2019Q3 202311
Mechanics Bank Trust Department 830.04%0.05%0.06%Q2 2020Q3 202311
TEXAS CAPITAL BANCSHARES INC/TX 11110.38%0.49%0.67%Q1 2021Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q3 2019Q3 202311
CT Financial Advisors LLC 1010.02%0.02%0.02%Q1 2014Q1 201711
Clearview Wealth Advisors LLC 11110.01%0.02%0.03%Q4 2020Q2 202311
WealthTrust-Arizona, LLC 11110.04%0.09%0.18%Q3 2013Q1 201611
ADVISORY RESEARCH INC 910.00%0.99%1.51%Q1 2014Q3 202311
Gratus Capital, LLC 11110.80%1.13%1.44%Q1 2021Q3 202311
Maryland State Retirement & Pension System 740.20%0.27%0.34%Q4 2020Q3 202311
Cavalier Investments, LLC 11110.21%0.51%0.67%Q3 2020Q1 202311
Teza Capital Management LLC 310.06%0.43%1.16%Q4 2017Q3 202311
Planned Solutions, Inc. 740.12%0.23%0.36%Q3 2020Q2 202311
Bogart Wealth, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
HHR Asset Management, LLC 651.43%2.70%4.50%Q2 2014Q1 202111
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11110.06%0.16%0.38%Q1 2021Q3 202311
Cedar Wealth Management, LLC 11110.00%0.04%0.08%Q1 2021Q3 202311
WESTFIELD CAPITAL MANAGEMENT CO LP 11110.00%0.28%0.72%Q1 2021Q3 202311
Curated Wealth Partners LLC 650.07%0.14%0.21%Q4 2020Q3 202311
HYA Advisors, Inc 11110.64%1.32%2.22%Q4 2019Q2 202211
MARINO, STRAM & ASSOCIATES LLC 620.07%0.10%0.12%Q4 2017Q4 202111
Independence Advisors, LLC 11110.07%0.08%0.09%Q1 2018Q3 202011
TRUEWEALTH LLC 11110.04%0.05%0.06%Q4 2017Q2 202011
Oxbow Advisors, LLC 920.03%0.03%0.04%Q2 2020Q3 202311
Gradient Capital Advisors, LLC 520.09%0.12%0.16%Q1 2019Q3 202311
Tufton Capital Management 11110.04%0.06%0.08%Q1 2021Q3 202311
Polaris Wealth Advisory Group, LLC 1010.02%0.05%0.15%Q3 2017Q1 202311
Beaumont Financial Partners, LLC 830.02%0.04%0.05%Q2 2019Q3 202211
Wilkinson Global Asset Management LLC 11112.30%2.65%3.19%Q1 2021Q3 202311
REGENTATLANTIC CAPITAL LLC 1010.00%0.09%0.18%Q4 2014Q3 202211
Crestwood Advisors Group, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
TOTH FINANCIAL ADVISORY CORP 10100.01%0.01%0.02%Q2 2021Q3 202310
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.06%0.48%1.29%Q3 2016Q3 201910
Zions Bancorporation 910.00%0.01%0.06%Q1 2015Q3 201710
AXS Investments LLC 821.07%1.66%2.27%Q1 2021Q3 202310
Banco de Sabadell, S.A 10100.05%0.14%0.34%Q3 2018Q4 202010
Interchange Capital Partners, LLC 820.17%0.33%0.63%Q4 2020Q3 202310
CRAWFORD INVESTMENT COUNSEL INC 910.01%0.01%0.01%Q3 2019Q1 202310
Unigestion Holding SA 910.02%0.06%0.11%Q1 2020Q4 202210
Index Management Solutions, LLC 10100.00%0.09%0.32%Q2 2013Q3 201510
PDS Planning, Inc 10100.04%0.06%0.07%Q2 2021Q3 202310
WestEnd Advisors, LLC 810.00%0.00%0.00%Q2 2013Q3 202310
GLOBEFLEX CAPITAL L P 810.00%0.00%0.00%Q2 2019Q2 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Laffer Tengler Investments, Inc. 10100.52%0.73%1.12%Q4 2016Q1 201910
Cooper Financial Group 910.04%0.09%0.14%Q4 2020Q3 202310
CAAS CAPITAL MANAGEMENT LP 410.00%0.14%0.34%Q4 2020Q1 202310
Wealthstar Advisors, LLC 10100.14%0.17%0.22%Q2 2021Q3 202310
Brinker Capital Investments, LLC 10100.12%0.33%0.42%Q3 2020Q4 202210
HighTower Trust Company, N.A. 730.37%0.68%0.92%Q3 2020Q1 202310
Deseret Mutual Benefit Administrators 10100.03%0.09%0.20%Q2 2021Q3 202310
TIEDEMANN ADVISORS, LLC 620.01%0.03%0.12%Q1 2017Q1 202210
Aaron Wealth Advisors LLC 10100.01%0.06%0.11%Q2 2021Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.19%0.42%1.76%Q2 2013Q3 201510
Cordasco Financial Network 10100.00%0.00%0.00%Q1 2020Q2 202210
CHILDRESS CAPITAL ADVISORS, LLC 910.06%0.14%0.24%Q4 2020Q3 202310
Mizuho Securities Co. Ltd. 10100.00%0.06%0.32%Q4 2020Q1 202310
Ilmarinen Mutual Pension Insurance Co 810.00%0.18%0.33%Q4 2020Q3 202310
CHICAGO TRUST Co NA 10100.11%0.13%0.15%Q2 2021Q3 202310
E Fund Management Co., Ltd. 910.09%0.17%0.20%Q1 2021Q3 202310
Camelot Portfolios, LLC 10100.10%0.15%0.22%Q4 2018Q1 202110
FRONT BARNETT ASSOCIATES LLC 10100.04%0.04%0.05%Q2 2021Q3 202310
One River Asset Management, LLC 440.00%0.15%0.53%Q4 2022Q3 202310
ARGUS INVESTORS' COUNSEL, INC. 10100.11%0.31%0.40%Q2 2021Q3 202310
Lumature Wealth Partners, LLC 10100.03%0.21%0.46%Q1 2021Q2 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.04%0.06%Q1 2021Q3 202310
Blueshift Asset Management, LLC 610.10%0.29%0.70%Q4 2018Q3 202310
DUALITY ADVISERS, LP 410.04%0.20%0.69%Q4 2018Q3 202210
Douglas Lane & Associates, LLC 640.00%0.00%0.01%Q4 2020Q3 202310
Timber Hill LLC 310.00%0.06%0.27%Q3 2013Q1 201810
Graypoint LLC 10100.04%0.05%0.08%Q2 2021Q3 202310
IndexIQ Advisors LLC 10100.00%0.16%0.26%Q4 2019Q1 202210
Liontrust Investment Partners LLP 911.80%2.43%3.34%Q4 2020Q3 202310
Intersect Capital LLC 820.06%0.13%0.21%Q4 2014Q2 202210
TRAN CAPITAL MANAGEMENT, L.P. 730.51%2.37%3.58%Q3 2020Q3 202310
Nuveen Fund Advisors, LLC 10100.27%0.48%0.83%Q2 2016Q3 201810
Capital Advisors, Ltd. LLC 10100.04%0.06%0.08%Q2 2021Q3 202310
HFR Wealth Management, LLC 10102.69%3.29%4.13%Q2 2021Q3 202310
McLean Asset Management Corp 640.08%0.13%0.18%Q4 2020Q4 202310
Hexavest Inc. 10100.00%0.00%0.01%Q2 2019Q3 202110
WOLFF WIESE MAGANA LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 620.01%0.07%0.16%Q2 2013Q4 202210
ALGERT GLOBAL LLC 810.12%0.42%0.78%Q2 2013Q2 202210
Jump Financial, LLC 710.02%0.09%0.30%Q3 2020Q3 202310
Merit Financial Group, LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
Human Investing LLC 10100.01%0.01%0.01%Q4 2018Q1 202110
MONETA GROUP INVESTMENT ADVISORS LLC 610.00%0.02%0.03%Q3 2015Q3 202310
Taylor Hoffman Wealth Management 910.00%0.00%0.00%Q4 2017Q2 202010
DG CAPITAL MANAGEMENT INC 10100.60%1.21%1.63%Q2 2014Q3 201610
SOUTHERN CAPITAL ADVISORS, LLC 880.05%0.45%1.72%Q4 2021Q3 202310
CITY NATIONAL BANK 10100.00%0.01%0.02%Q2 2013Q3 201510
Hefty Wealth Partners 10100.00%0.00%0.01%Q4 2015Q1 201810
First Affirmative Financial Network 10100.28%0.44%0.66%Q3 2021Q4 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.03%Q1 2021Q3 202310
Omnia Family Wealth, LLC 10100.00%0.00%0.00%Q4 2016Q1 201910
Kore Private Wealth LLC 820.00%0.04%0.10%Q4 2018Q3 202110
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10100.04%0.06%0.07%Q2 2021Q3 202310
DELTA ASSET MANAGEMENT LLC/TN 420.00%0.01%0.01%Q2 2018Q3 202310
Choate Investment Advisors 10100.02%0.03%0.05%Q2 2021Q3 202310
High Falls Advisors, Inc 10100.06%0.07%0.09%Q2 2021Q3 202310
ELLINGTON MANAGEMENT GROUP LLC 410.07%0.36%0.70%Q2 2013Q1 202010
Gideon Capital Advisors, Inc. 510.18%0.46%0.84%Q1 2015Q3 201910
Capital Asset Advisory Services LLC 910.02%0.08%0.12%Q4 2020Q3 202310
FISHMAN JAY A LTD/MI 10100.02%0.04%0.05%Q2 2021Q3 202310
Milestone Resources Group Ltd 10100.02%3.49%4.22%Q2 2021Q3 202310
Archer Investment Corp 820.00%0.04%0.26%Q3 2020Q3 202310
Cumberland Partners Ltd 910.12%1.04%1.39%Q4 2020Q3 202310
Norway Savings Bank 10100.02%0.03%0.03%Q3 2020Q4 202210
Advisor Resource Council 10100.20%0.47%0.88%Q2 2021Q3 202310
TAUBE HODSON STONEX PARTNERS LLP 916.78%9.12%11.21%Q2 2013Q2 201610
Allegis Investment Advisors, LLC 10100.17%0.29%0.48%Q4 2015Q1 201810
EMERSON INVESTMENT MANAGEMENT, LLC 10100.68%0.94%1.22%Q2 2013Q3 201510
WASHINGTON TRUST BANK 730.00%0.02%0.04%Q1 2016Q3 202310
Bollard Group LLC 820.00%0.04%0.18%Q2 2019Q3 202310
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 430.01%0.97%3.38%Q2 2013Q3 202310
Intelligence Driven Advisers, LLC 10100.04%0.06%0.09%Q2 2021Q3 202310
Dynamic Capital Management Ltd 410.06%0.62%2.99%Q4 2013Q3 201710
Key FInancial Inc 10100.01%0.01%0.01%Q2 2021Q3 202310
BlueSky Wealth Advisors, LLC 10100.07%0.07%0.09%Q2 2021Q3 202310
Ziegler Capital Management, LLC 620.04%0.36%0.70%Q2 2013Q3 202310
GUYASUTA INVESTMENT ADVISORS INC 10100.02%0.02%0.02%Q2 2021Q3 202310
BERKSHIRE CAPITAL HOLDINGS INC 990.00%0.00%0.00%Q3 2021Q3 20239
Sullivan, Bruyette, Speros & Blaney, LLC 990.01%0.02%0.03%Q2 2018Q2 20209
NorthRock Partners, LLC 990.02%0.04%0.06%Q3 2021Q3 20239
Global Endowment Management, LP 990.05%0.06%0.06%Q2 2013Q2 20159
TUCKER ASSET MANAGEMENT LLC 990.00%0.02%0.10%Q3 2021Q3 20239
Markel Corporation 990.01%0.02%0.02%Q3 2021Q3 20239
Cerro Pacific Wealth Advisors LLC 810.25%0.36%0.53%Q4 2020Q1 20239
Aptus Capital Advisors, LLC 990.06%0.19%0.37%Q3 2021Q3 20239
Taikang Asset Management (Hong Kong) Co Ltd 990.49%1.36%2.42%Q3 2021Q3 20239
C M BIDWELL & ASSOCIATES LTD 610.04%0.10%0.40%Q2 2019Q3 20239
Community Bank, N.A. 540.00%0.00%0.00%Q4 2020Q3 20239
Kaizen Financial Strategies 880.00%0.24%0.30%Q3 2021Q2 20239
APPLIED RESEARCH INVESTMENTS, LLC 990.82%1.40%2.57%Q2 2020Q2 20229
Airain ltd 510.04%0.28%0.81%Q2 2013Q2 20179
Holocene Advisors, LP 510.01%0.54%1.81%Q3 2018Q3 20239
Nelson Capital Management, LLC 540.00%0.03%0.08%Q1 2015Q3 20239
GRANDFIELD & DODD, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Boit C F David 540.79%1.03%1.27%Q2 2021Q3 20239
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.68%0.93%1.35%Q2 2020Q2 20229
Stanford Investment Group, Inc. 990.01%0.02%0.03%Q4 2014Q4 20169
ICW Investment Advisors LLC 810.02%0.22%0.31%Q4 2019Q3 20239
Ledyard National Bank 810.01%0.01%0.02%Q1 2017Q4 20219
Virtus Investment Advisers, Inc. 630.04%0.15%0.21%Q3 2016Q1 20239
Bank of Marin 630.23%0.38%0.54%Q3 2020Q3 20239
Hixon Zuercher, LLC 810.21%0.23%0.28%Q4 2019Q1 20229
Pallas Capital Advisors LLC 990.03%0.07%0.13%Q1 2021Q1 20239
First National Bank of Hutchinson 540.20%0.31%0.43%Q2 2013Q3 20239
SYCOMORE ASSET MANAGEMENT 810.74%1.82%3.44%Q1 2020Q3 20239
JACKSON PARK CAPITAL, LLC 991.71%2.36%3.39%Q4 2014Q4 20169
ADVANTAGE INVESTMENT MANAGEMENT, LLC 990.00%0.02%0.04%Q4 2014Q4 20169
STANSBERRY ASSET MANAGEMENT, LLC 810.05%0.18%0.60%Q2 2021Q3 20239
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 520.01%0.08%0.12%Q4 2018Q3 20239
Reliant Investment Management, LLC 992.11%2.40%2.78%Q1 2020Q1 20229
JB Capital LLC 990.02%0.23%0.33%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.02%0.08%0.23%Q2 2021Q3 20239
TLP GROUP LLC 610.00%0.13%0.25%Q4 2015Q3 20189
Quality Growth Management, Inc. 722.78%3.05%3.58%Q4 2013Q1 20169
SCHNIEDERS CAPITAL MANAGEMENT LLC 630.09%0.11%0.13%Q3 2020Q3 20239
HAP Trading, LLC 410.00%0.03%0.18%Q3 2016Q3 20229
Itau Unibanco Holding S.A. 410.00%0.02%0.08%Q1 2017Q1 20239
Close Asset Management Ltd 990.00%0.00%0.01%Q3 2021Q3 20239
Rock Creek Group, LP 510.00%0.38%1.20%Q4 2018Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.17%0.75%1.48%Q3 2021Q3 20239
Sound Income Strategies, LLC 810.00%0.01%0.02%Q2 2018Q3 20239
Pinnacle Summer Investments, Inc. 810.01%0.01%0.01%Q2 2013Q3 20159
Conatus Capital Management LP 540.03%3.58%6.98%Q3 2014Q4 20179
MIG Capital, LLC 540.03%1.52%4.71%Q1 2018Q1 20229
Bredin Investment LLC 990.42%0.63%0.80%Q4 2017Q4 20199
Tranquility Partners, LLC 410.11%0.13%0.15%Q4 2020Q3 20239
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 990.20%0.24%0.31%Q3 2021Q3 20239
HIGHLAND CAPITAL MANAGEMENT LP 810.02%0.18%0.28%Q2 2016Q2 20199
MITCHELL CAPITAL MANAGEMENT CO 540.66%1.58%2.77%Q2 2013Q3 20239
Roberts Wealth Advisors, LLC 990.91%1.08%1.34%Q3 2021Q3 20239
Gladstone Institutional Advisory LLC 990.03%0.14%0.32%Q3 2021Q3 20239
SkyView Investment Advisors, LLC 990.01%0.03%0.09%Q3 2021Q3 20239
Vantage Consulting Group Inc 810.01%0.11%0.15%Q4 2020Q3 20239
EMFO, LLC 990.01%0.01%0.01%Q2 2021Q2 20239
MANAGED ACCOUNT ADVISORS LLC 990.10%0.13%0.17%Q2 2013Q2 20159
STONNINGTON GROUP, LLC 990.41%0.60%0.93%Q1 2021Q1 20239
Herold Advisors, Inc. 990.75%0.88%1.15%Q3 2021Q3 20239
Versor Investments LP 810.08%0.30%0.87%Q2 2017Q2 20239
MIZUHO SECURITIES USA LLC 310.02%0.31%1.74%Q2 2013Q2 20219
PFG Private Wealth Management, LLC 990.00%0.01%0.05%Q3 2021Q3 20239
Magnetar Financial LLC 410.01%0.03%0.08%Q1 2017Q3 20229
Clear Harbor Asset Management, LLC 410.01%0.08%0.26%Q4 2019Q3 20239
Crescent Grove Advisors, LLC 990.04%0.05%0.06%Q3 2021Q3 20239
Evolution Wealth Advisors, LLC 630.00%0.00%0.01%Q2 2019Q3 20219
Lenox Wealth Advisors, LLC 310.00%0.00%0.01%Q2 2013Q1 20229
AIA Group Ltd 810.02%0.06%0.11%Q4 2020Q3 20239
REINHART PARTNERS, LLC. 630.01%0.01%0.02%Q4 2020Q3 20239
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.03%0.08%0.14%Q2 2013Q1 20158
Western Pacific Wealth Management, LP 880.00%0.06%0.12%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.12%0.13%0.15%Q2 2013Q1 20158
Synergy Financial Group, LTD 880.31%0.36%0.43%Q4 2021Q3 20238
Minot Wealth Management LLC 880.14%0.41%0.70%Q3 2020Q2 20228
SYNTAX ADVISORS, LLC 880.17%0.19%0.20%Q4 2021Q3 20238
FORTALEZA ASSET MANAGEMENT INC/ 880.00%0.00%0.00%Q3 2013Q2 20158
Thomas J. Herzfeld Advisors, Inc. 880.00%0.00%0.00%Q2 2018Q1 20208
SITTNER & NELSON, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Van Leeuwen & Company, LLC 880.65%2.24%3.24%Q1 2020Q4 20218
Machina Capital S.A.S. 310.17%0.43%1.35%Q4 2018Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.21%0.24%0.30%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.16%0.23%0.35%Q4 2020Q3 20228
Echo45 Advisors LLC 880.18%0.24%0.47%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.12%0.13%0.14%Q4 2014Q3 20168
Industrial Alliance Investment Management Inc. 880.10%0.26%0.41%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.24%0.27%0.31%Q4 2021Q3 20238
CenturyLink Investment Management Co 620.04%0.54%0.78%Q1 2015Q1 20208
Aft, Forsyth & Sober, LLC 880.21%0.24%0.27%Q4 2021Q3 20238
Apeiron RIA LLC 880.07%0.12%0.14%Q4 2021Q3 20238
Next Capital Management LLC 410.09%0.14%0.22%Q4 2018Q4 20218
SMITH ASSET MANAGEMENT GROUP LP 620.00%0.95%1.40%Q2 2015Q3 20188
TILIA FIDUCIARY PARTNERS, INC. 880.74%0.92%1.39%Q4 2021Q3 20238
Main Street Research LLC 880.02%0.09%0.20%Q2 2021Q1 20238
UBS OCONNOR LLC 210.01%0.09%0.19%Q4 2014Q3 20238
Stiles Financial Services Inc 880.86%0.95%1.16%Q4 2021Q3 20238
Alyeska Investment Group, L.P. 310.02%0.16%0.80%Q4 2019Q2 20238
CLINTON GROUP INC 310.02%0.24%0.65%Q2 2013Q3 20188
Addison Advisors LLC 880.00%0.02%0.03%Q4 2021Q3 20238
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 880.09%0.13%0.16%Q1 2021Q4 20228
FourThought Financial, LLC 880.55%0.83%1.05%Q4 2020Q3 20228
Patten Group, Inc. 880.00%0.00%0.01%Q1 2017Q4 20188
Pinnacle Wealth Management Group, Inc. 880.32%0.37%0.48%Q2 2021Q1 20238
MUFG Securities EMEA plc 210.00%0.11%0.20%Q2 2018Q1 20228
West Family Investments, Inc. 620.08%0.12%0.14%Q2 2021Q3 20238
IBERIABANK CORP 880.38%0.51%0.64%Q3 2018Q2 20208
PFM Health Sciences, LP 880.21%1.08%1.46%Q1 2018Q4 20198
Partnervest Advisory Services LLC 530.00%0.04%0.12%Q2 2013Q3 20208
Metis Global Partners, LLC 880.26%0.38%0.45%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
FOX RUN MANAGEMENT, L.L.C. 310.10%0.20%0.30%Q1 2017Q2 20238
Quent Capital, LLC 880.14%0.48%1.99%Q4 2021Q3 20238
BOWEN HANES & CO INC 510.16%1.05%1.38%Q4 2018Q1 20228
Zweig-DiMenna Associates LLC 310.01%0.02%0.02%Q1 2014Q3 20188
HIGHLAND CAPITAL MANAGEMENT, LLC 310.03%0.11%0.21%Q2 2017Q3 20238
CAMBRIDGE TRUST CO 880.00%0.01%0.02%Q4 2021Q3 20238
Sendero Wealth Management, LLC 880.60%0.99%1.29%Q4 2021Q3 20238
CORNERSTONE ADVISORS INC 710.00%0.26%0.49%Q3 2017Q4 20218
HONEYWELL INTERNATIONAL INC 880.19%0.50%0.63%Q4 2015Q3 20178
CGN Advisors LLC 880.08%0.11%0.17%Q4 2021Q3 20238
Susquehanna Capital Management, LLC 8812.10%24.91%42.97%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.04%Q4 2021Q3 20238
TIVERTON ASSET MANAGEMENT LLC 880.04%0.05%0.06%Q4 2017Q3 20198
EverSource Wealth Advisors, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.02%0.03%Q2 2013Q1 20158
Schechter Investment Advisors, LLC 880.11%0.15%0.20%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 881.02%1.24%1.46%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.02%0.03%0.10%Q3 2021Q3 20238
Iyo Bank, Ltd. 881.05%1.67%2.28%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.05%0.09%0.19%Q4 2021Q3 20238
MONOGRAPH WEALTH ADVISORS, LLC 880.55%0.82%1.24%Q4 2021Q3 20238
MOODY NATIONAL BANK TRUST DIVISION 620.00%0.08%0.12%Q4 2018Q3 20238
NorthCrest Asset Manangement, LLC 880.94%1.21%1.72%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.11%0.27%0.34%Q2 2013Q1 20158
Core Alternative Capital 880.00%0.01%0.01%Q4 2021Q3 20238
Thomasville National Bank 880.03%0.03%0.05%Q4 2021Q3 20238
Mascoma Wealth Management LLC 510.00%0.00%0.01%Q1 2021Q3 20238
Bishop Rock Capital, L.P. 880.94%2.64%4.44%Q2 2021Q1 20238
Kolinsky Wealth Management, LLC 880.48%0.59%0.67%Q4 2021Q3 20238
HOHIMER WEALTH MANAGEMENT, LLC 440.17%0.25%0.32%Q4 2019Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.06%0.07%0.09%Q4 2021Q3 20238
Rise Advisors, LLC 880.01%0.01%0.04%Q4 2021Q3 20238
Wedmont Private Capital 880.10%0.12%0.16%Q4 2021Q3 20238
Burleson & Company, LLC 880.00%0.00%0.00%Q1 2021Q4 20228
Ulland Investment Advisors, LLC 880.50%0.69%1.05%Q4 2021Q3 20238
Handelsinvest Investeringsforvaltning 880.16%0.39%1.09%Q4 2021Q3 20238
HARBOR CAPITAL ADVISORS, INC. 880.07%0.25%0.48%Q1 2022Q4 20238
Martin Capital Advisors, LLP 881.78%2.36%3.09%Q4 2021Q3 20238
WBI INVESTMENTS, LLC 110.09%0.54%1.74%Q4 2016Q3 20238
Lee Financial Co 620.00%0.00%0.00%Q3 2021Q3 20238
KENFARB & CO. 883.44%3.99%4.94%Q4 2021Q3 20238
Olympiad Research LP 410.14%0.32%0.57%Q4 2019Q3 20238
Tennessee Valley Asset Management Partners 320.07%0.08%0.10%Q4 2020Q3 20238
Smith & Howard Wealth Management, LLC 530.02%0.11%0.17%Q2 2013Q1 20168
Berger Financial Group, Inc 880.22%0.28%0.45%Q4 2021Q3 20238
Third Point 880.81%2.99%5.16%Q2 2020Q1 20228
Arlington Partners LLC 880.01%0.02%0.04%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Johanson Financial Advisors, Inc. 530.04%0.09%0.11%Q2 2019Q4 20218
Paladin Advisory Group, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Frontier Wealth Management LLC 880.00%0.02%0.03%Q3 2020Q2 20228
SSI INVESTMENT MANAGEMENT LLC 880.01%0.02%0.02%Q1 2021Q4 20228
Matarin Capital Management, LLC 620.19%0.28%0.38%Q2 2013Q3 20198
LSV ASSET MANAGEMENT 710.00%0.00%0.00%Q3 2013Q1 20208
Paragon Advisors, LLC 620.11%0.52%0.68%Q4 2019Q2 20238
OXFORD FINANCIAL GROUP, LTD. LLC 880.06%0.08%0.10%Q4 2021Q3 20238
Employers Holdings, Inc. 880.23%0.33%0.46%Q2 2019Q1 20218
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 510.00%0.00%0.02%Q1 2019Q3 20238
Camarda Financial Advisors, LLC 420.00%0.14%0.54%Q1 2016Q4 20218
Desjardins Global Asset Management Inc. 880.06%0.19%0.27%Q4 2021Q3 20238
ICICI Prudential Asset Management Co Ltd 880.05%0.18%0.57%Q4 2021Q3 20238
ARDSLEY ADVISORY PARTNERS LP 310.05%0.11%0.20%Q4 2016Q4 20228
Stegent Equity Advisors, Inc. 880.32%0.42%0.66%Q4 2021Q3 20238
Charles Carroll Financial Partners, LLC 881.67%2.76%5.29%Q4 2021Q3 20238
Resolute Advisors LLC 880.00%0.00%0.01%Q4 2020Q3 20228
EFG Asset Management (North America) Corp. 880.36%0.42%0.50%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.00%0.01%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.14%0.22%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.23%0.27%0.43%Q3 2021Q2 20238
Lombard Odier Asset Management (USA) Corp 620.01%0.05%0.18%Q3 2019Q2 20238
Fieldpoint Private Securities, LLC 710.02%0.03%0.05%Q1 2017Q2 20228
HORIZON BANCORP INC /IN/ 440.03%0.24%0.66%Q4 2019Q3 20238
OKABENA INVESTMENT SERVICES INC 710.01%0.21%0.34%Q2 2021Q2 20238
Covestor Ltd 880.11%0.16%0.41%Q4 2021Q3 20238
Baillie Gifford 880.00%0.04%0.06%Q4 2021Q3 20238
New Millennium Group LLC 880.34%0.41%0.61%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.12%0.31%Q4 2021Q3 20238
Connectus Wealth, LLC 880.59%0.84%1.07%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Capital Impact Advisors, LLC 530.28%0.55%0.70%Q1 2015Q3 20208
Ranch Capital Advisors Inc. 880.06%0.07%0.09%Q4 2019Q3 20218
Homrich & Berg 880.01%0.01%0.01%Q4 2019Q3 20218
TD Waterhouse Canada Inc. 880.04%0.08%0.23%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.51%0.58%0.72%Q4 2021Q3 20238
Biltmore Family Office, LLC 880.42%0.84%1.72%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.12%0.18%0.31%Q4 2021Q3 20238
Placemark Investments, Inc. 770.03%0.08%0.14%Q2 2013Q4 20147
JNBA Financial Advisors 310.00%0.00%0.01%Q3 2016Q3 20237
Hudock, Inc. 770.00%0.00%0.00%Q2 2020Q4 20217
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.01%0.69%0.89%Q3 2020Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.05%0.11%0.23%Q1 2022Q3 20237
WALLER FINANCIAL PLANNING GROUP, INC 770.18%0.21%0.27%Q2 2022Q4 20237
Avitas Wealth Management LLC 770.08%0.08%0.09%Q1 2022Q3 20237
MIRABELLA FINANCIAL SERVICES LLP 410.03%0.19%0.36%Q4 2019Q4 20227
Geo Capital Gestora de Recursos Ltd 770.02%0.05%0.06%Q4 2020Q2 20227
DT Investment Partners, LLC 510.01%0.02%0.04%Q3 2021Q3 20237
NATIONAL INVESTMENT SERVICES INC /WI 771.90%2.47%3.06%Q3 2013Q1 20157
Circle Wealth Management, LLC 610.01%0.07%0.11%Q4 2020Q3 20237
Ameritas Advisory Services, LLC 520.01%0.01%0.03%Q4 2021Q3 20237
NEW AMSTERDAM PARTNERS LLC/NY 770.11%0.14%0.21%Q3 2017Q1 20197
BANQUE PICTET & CIE SA 770.01%0.24%0.42%Q4 2013Q2 20157
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
Ground Swell Capital, LLC 320.05%1.02%1.84%Q2 2014Q4 20227
GeoWealth Management, LLC 770.00%0.05%0.09%Q3 2021Q1 20237
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 510.18%0.35%0.91%Q4 2020Q3 20237
First Western Trust Bank 770.30%0.33%0.37%Q1 2022Q3 20237
Capitolis Advisors LLC 770.00%0.25%0.63%Q4 2020Q2 20227
MAPLELANE CAPITAL, LLC 210.00%0.52%1.08%Q2 2019Q2 20237
CAPITAL ONE, NATIONAL ASSOCIATION 770.02%0.03%0.04%Q4 2016Q2 20187
MinichMacGregor Wealth Management, LLC 610.00%0.01%0.02%Q2 2017Q4 20227
SIGNET FINANCIAL MANAGEMENT, LLC 430.03%0.04%0.05%Q4 2017Q1 20227
Larson Financial Group LLC 610.00%0.00%0.00%Q4 2019Q3 20237
FCF Advisors LLC 510.41%0.60%0.99%Q3 2015Q4 20237
Highstreet Asset Management Inc. 610.02%0.05%0.08%Q3 2017Q4 20197
Fort Sheridan Advisors LLC 430.05%0.07%0.08%Q2 2021Q3 20237
Parisi Gray Wealth Management 610.01%0.06%0.10%Q4 2017Q2 20217
SHAPIRO ROBERT N 770.29%0.40%0.47%Q2 2013Q4 20147
Congress Park Capital LLC 770.25%0.33%0.36%Q1 2022Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.04%0.11%Q4 2021Q3 20237
Tenere Capital LLC 773.13%4.54%6.45%Q4 2021Q2 20237
DRW Securities, LLC 210.01%0.02%0.06%Q4 2017Q3 20237
Inscription Capital, LLC 430.06%0.07%0.09%Q2 2021Q3 20237
LMCG INVESTMENTS, LLC 770.34%0.40%0.48%Q1 2022Q3 20237
TWINBEECH CAPITAL LP 210.01%0.87%1.27%Q2 2020Q3 20237
Keeler Thomas Management LLC 770.52%1.18%1.64%Q1 2022Q3 20237
Newfound Research LLC 520.09%0.16%0.34%Q3 2020Q3 20227
PINNACLE ASSOCIATES LTD 770.01%0.01%0.02%Q1 2022Q3 20237
Longhorn Capital Partners, L.P. 770.60%0.77%0.98%Q2 2013Q4 20147
Dominick & Dominick LLC 770.18%0.20%0.23%Q2 2013Q4 20147
Arabesque Asset Management Ltd 510.75%1.16%1.67%Q1 2019Q2 20227
Koshinski Asset Management, Inc. 430.02%0.03%0.05%Q3 2021Q3 20237
Eagle Ridge Investment Management 610.03%0.03%0.03%Q3 2018Q3 20237
Partner Investment Management, L.P. 771.18%1.79%2.61%Q1 2018Q3 20197
McClarren Financial Advisors, Inc. 520.16%0.18%0.20%Q4 2021Q3 20237
Baker Avenue Asset Management, LP 430.01%0.02%0.02%Q4 2021Q3 20237
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
GraniteShares Advisors LLC 770.30%0.33%0.37%Q4 2021Q2 20237
D'Orazio & Associates, Inc. 410.00%0.01%0.05%Q1 2019Q3 20237
Resonate Capital, LLC 775.12%7.43%9.76%Q4 2021Q2 20237
Renasant Bank 610.14%0.37%0.55%Q4 2020Q3 20237
Bigelow Investment Advisors, LLC 520.10%0.14%0.19%Q4 2021Q3 20237
Invictus RG 520.02%0.26%0.47%Q2 2016Q2 20187
LITTLE HOUSE CAPITAL LLC 770.22%0.30%0.40%Q1 2022Q3 20237
State of Wyoming 610.04%0.16%0.29%Q1 2021Q2 20237
Coastal Bridge Advisors, LLC 770.07%0.10%0.14%Q2 2017Q4 20187
OneAscent Financial Services LLC 510.24%0.42%0.59%Q2 2019Q4 20217
WHITENER CAPITAL MANAGEMENT, INC. 520.02%0.03%0.03%Q4 2017Q3 20197
Whale Rock Capital Management 610.50%3.90%7.84%Q1 2019Q2 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410.01%0.03%0.05%Q4 2020Q3 20237
First Pacific Advisors, LP 770.00%0.00%0.00%Q3 2020Q1 20227
Citizens National Bank Trust Department 770.13%0.27%0.34%Q1 2022Q3 20237
Skye Global Management LP 310.05%0.57%1.45%Q3 2018Q2 20227
Keebeck Wealth Management, LLC 310.03%0.04%0.05%Q4 2019Q3 20237
Phoenix Holdings Ltd. 430.01%0.02%0.05%Q2 2020Q3 20237
MAKENA CAPITAL MANAGEMENT LLC 772.09%2.61%3.25%Q1 2022Q3 20237
L2 Asset Management, LLC 520.12%0.16%0.19%Q4 2021Q3 20237
EMERALD MUTUAL FUND ADVISERS TRUST 430.00%0.01%0.01%Q1 2016Q3 20227
Knights of Columbus Asset Advisors LLC 410.05%0.13%0.31%Q1 2019Q3 20237
Santa Fe Partners LLC 310.23%0.40%0.50%Q2 2013Q4 20157
Elevated Capital Advisors, LLC 510.18%0.32%0.56%Q3 2021Q3 20237
MANCHESTER FINANCIAL INC 610.01%0.03%0.04%Q2 2019Q1 20217
EMINENCE CAPITAL, LP 521.12%1.62%1.94%Q2 2021Q3 20237
Polar Asset Management Partners Inc. 210.00%0.29%1.04%Q2 2013Q1 20237
Marcum Wealth, LLC 430.03%0.06%0.10%Q2 2021Q3 20237
Farmers & Merchants Trust Co of Chambersburg PA 770.04%0.05%0.05%Q1 2022Q3 20237
DUDLEY & SHANLEY, INC. 773.58%4.33%4.94%Q2 2013Q4 20147
Li Winifred I 770.34%0.66%0.89%Q2 2013Q4 20147
Bluegrass Capital Partners LP 774.03%7.12%9.42%Q1 2022Q3 20237
FULTON BANK, N.A. 520.01%0.03%0.05%Q3 2016Q4 20237
Three Bridge Wealth Advisors, LLC 770.15%0.39%0.66%Q1 2022Q3 20237
Champlain Investment Partners, LLC 770.48%0.89%1.05%Q1 2013Q3 20147
Truehand, Inc 770.03%0.05%0.08%Q2 2020Q4 20217
Old North State Trust, LLC 430.00%0.03%0.05%Q3 2018Q1 20237
Landsberg, Bennett, & Dubbaneh LLC 610.11%0.27%0.38%Q4 2019Q3 20217
Clear Perspective Advisors, LLC 770.12%0.17%0.20%Q2 2020Q4 20217
QUANTUM CAPITAL MANAGEMENT 770.12%0.13%0.15%Q2 2013Q4 20147
MILES CAPITAL, INC. 770.22%0.32%0.36%Q4 2014Q2 20167
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 770.05%0.49%0.79%Q4 2013Q2 20157
TCF National Bank 770.08%0.10%0.12%Q3 2019Q1 20217
Ameritas Investment Company, LLC 430.00%0.02%0.07%Q3 2019Q3 20217
Family Legacy, Inc. 770.30%0.35%0.44%Q1 2022Q3 20237
TOMPKINS FINANCIAL CORP 610.00%0.01%0.01%Q3 2013Q2 20187
Legacy Advisors, LLC 770.14%0.29%0.47%Q1 2022Q3 20237
Main Street Financial Solutions, LLC 610.06%0.09%0.11%Q4 2020Q3 20237
American Beacon Advisors, Inc. 771.21%1.34%1.49%Q1 2017Q3 20187
Strategic Wealth Partners, Ltd. 430.00%0.36%0.52%Q3 2019Q1 20237
CYPRESS FUNDS LLC 774.69%6.39%8.34%Q2 2018Q4 20197
1834 INVESTMENT ADVISORS CO 770.00%0.00%0.00%Q4 2020Q2 20227
Venture Visionary Partners LLC 310.01%0.02%0.02%Q4 2020Q3 20237
Sandhill Capital Partners LLC 430.02%0.02%0.02%Q2 2021Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
Alley Investment Management Company, LLC 771.63%1.87%2.10%Q1 2022Q3 20237
Strengthening Families & Communities, LLC 770.00%0.02%0.06%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.04%0.05%Q1 2022Q3 20237
Raleigh Capital Management Inc. 770.00%0.01%0.03%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.29%0.30%0.31%Q1 2022Q3 20237
LGT Group Foundation 770.18%0.22%0.29%Q1 2022Q3 20237
Robertson Stephens Wealth Management, LLC 520.03%0.03%0.04%Q4 2021Q3 20237
Capital Wealth Planning, LLC 610.11%0.14%0.19%Q3 2013Q2 20157
Horizon Family Wealth, Inc. 770.47%0.53%0.60%Q1 2022Q3 20237
Axiom Advisory, LLC 770.36%0.47%0.69%Q1 2022Q3 20237
INVERNESS COUNSEL LLC /NY/ 660.01%0.03%0.04%Q2 2021Q3 20226
JSF Financial, LLC 660.16%0.19%0.21%Q3 2020Q4 20216
Neo Ivy Capital Management 210.31%0.58%0.86%Q2 2019Q2 20236
HUTCHENS INVESTMENT MANAGEMENT INC 660.00%1.42%1.94%Q3 2016Q4 20176
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Aevitas Wealth Management, Inc. 660.18%0.21%0.26%Q3 2020Q4 20216
FORVIS Wealth Advisors, LLC 310.02%0.03%0.05%Q4 2019Q3 20236
NWK Group, Inc. 420.40%1.91%2.78%Q4 2019Q1 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Susquehanna Foundation 669.68%38.26%54.31%Q4 2020Q1 20226
SEI TRUST CO 660.02%0.06%0.10%Q2 2013Q3 20146
DIVIDEND ASSETS CAPITAL, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Nicholas Hoffman & Company, LLC. 510.04%55.44%78.40%Q3 2021Q2 20236
Enlightenment Research, LLC 210.29%0.70%1.96%Q2 2019Q3 20226
Visium Asset Management, LP 220.01%0.02%0.10%Q4 2013Q1 20166
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Sunflower Bank, N.A. 510.03%0.05%0.08%Q2 2020Q2 20226
CAXTON CORP 660.17%0.69%1.18%Q4 2020Q1 20226
Newbrook Capital Advisors LP 662.23%2.90%3.40%Q4 2020Q1 20226
Perennial Investment Partners LTD 660.59%0.73%1.12%Q2 2013Q3 20146
Jaffetilchin Investment Partners, LLC 510.08%0.13%0.26%Q2 2014Q1 20196
Guinness Asset Management LTD 660.53%0.60%0.74%Q2 2022Q3 20236
ICON ADVISERS INC/CO 660.06%0.08%0.12%Q2 2013Q3 20146
Castleview Partners, LLC 510.00%0.00%0.02%Q4 2021Q3 20236
Guinness Atkinson Asset Management Inc 662.87%3.08%3.37%Q2 2022Q3 20236
WESTERN FINANCIAL Corp 660.26%0.32%0.40%Q4 2020Q1 20226
DGS Capital Management, LLC 660.36%0.48%0.64%Q4 2021Q1 20236
Clarus Wealth Advisors 330.14%0.18%0.24%Q1 2018Q2 20236
SIRIOS CAPITAL MANAGEMENT L P 420.42%0.75%1.49%Q3 2015Q3 20236
DCM Advisors, LLC 660.16%0.27%0.43%Q4 2020Q1 20226
JAMES INVESTMENT RESEARCH INC 420.00%0.00%0.01%Q2 2019Q4 20216
Financial Advocates Investment Management 420.02%0.07%0.15%Q1 2021Q3 20236
AdvisorShares Investments LLC 420.28%0.58%1.02%Q3 2021Q3 20236
Power Corp of Canada 510.30%0.60%0.83%Q1 2022Q3 20236
Marshall Financial Group LLC 660.31%0.54%0.83%Q4 2020Q1 20226
WealthTrust Fairport, LLC 510.00%0.00%0.00%Q3 2013Q1 20196
LGT Fund Management Co Ltd. 330.11%0.70%1.85%Q4 2021Q3 20236
InterOcean Capital Group, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Prana Capital Management, LP 330.02%1.24%2.10%Q4 2021Q2 20236
Ergoteles LLC 510.02%0.12%0.27%Q3 2021Q2 20236
HANSEATIC MANAGEMENT SERVICES INC 660.14%0.54%0.93%Q4 2018Q1 20206
Diversified Portfolios, Inc. 660.05%0.08%0.13%Q4 2021Q1 20236
PALLADIUM PARTNERS LLC 660.01%0.01%0.02%Q4 2020Q1 20226
AllSquare Wealth Management LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Y-Intercept (Hong Kong) Ltd 410.12%0.24%0.33%Q3 2021Q3 20236
Eisler Capital (US) LLC 330.06%0.09%0.16%Q1 2023Q3 20236
MOORE CAPITAL MANAGEMENT, LP 510.04%0.29%0.54%Q4 2020Q2 20226
WORLDQUANT MILLENNIUM ADVISORS LLC 310.01%0.25%0.76%Q4 2018Q3 20236
Lloyds Banking Group plc 660.02%0.03%0.04%Q2 2013Q3 20146
Crestone Asset Management LLC 660.06%0.14%0.26%Q4 2020Q1 20226
Elite Wealth Management, Inc. 660.00%0.00%0.00%Q3 2012Q4 20136
SECURITY NATIONAL TRUST CO 660.03%0.04%0.06%Q1 2019Q2 20206
Freedman Financial Associates, Inc. 660.09%0.11%0.13%Q4 2020Q1 20226
Hutchin Hill Capital, LP 310.01%0.07%0.11%Q2 2013Q3 20176
Everhart Financial Group, Inc. 660.16%0.27%0.33%Q2 2022Q3 20236
DARK FOREST CAPITAL MANAGEMENT LP 310.01%0.06%0.12%Q2 2021Q3 20236
Savior LLC 660.00%0.00%0.01%Q4 2019Q1 20216
Gyon Technologies Capital Management, LP 310.10%0.32%0.45%Q4 2020Q4 20226
Virginia National Bank 660.20%0.39%0.49%Q3 2018Q4 20196
Principal Street Partners, LLC 510.05%0.06%0.09%Q4 2021Q3 20236
Azimuth Capital Investment Management LLC 660.43%0.62%0.75%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
EverPoint Asset Management, LLC 410.00%0.06%0.14%Q3 2014Q4 20166
Tuttle Capital Management, LLC 310.26%0.57%1.05%Q4 2018Q1 20216
LIGHT STREET CAPITAL MANAGEMENT, LLC 510.93%2.47%5.99%Q4 2020Q4 20226
MONTAG & CALDWELL, LLC 661.17%2.17%3.30%Q2 2022Q3 20236
VONTOBEL ASSET MANAGEMENT INC 660.75%1.26%1.60%Q2 2022Q3 20236
QUANTRES ASSET MANAGEMENT Ltd 310.13%0.84%3.33%Q1 2014Q3 20176
Stifel Trust Company, N.A. 660.00%0.00%0.00%Q2 2013Q3 20146
B. Riley Wealth Management, Inc. 420.00%0.03%0.08%Q1 2014Q2 20226
AJ WEALTH STRATEGIES, LLC 660.02%0.03%0.05%Q4 2020Q1 20226
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Bradley & Co. Private Wealth Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MONUMENTAL FINANCIAL GROUP INC. 420.02%0.70%0.91%Q1 2021Q3 20236
Espalier Global Management LLC 660.72%1.04%1.56%Q2 2014Q3 20156
FUNDSMITH INVESTMENT SERVICES LTD. 663.99%4.64%5.08%Q2 2021Q3 20226
INTECH INVESTMENT MANAGEMENT LLC 660.02%0.03%0.04%Q2 2022Q3 20236
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Corsicana & Co. 660.06%0.07%0.08%Q2 2021Q3 20226
Delos Wealth Advisors, LLC 510.00%0.00%0.02%Q4 2021Q3 20236
Pinkerton Retirement Specialists, LLC 330.00%0.22%0.49%Q2 2016Q3 20236
First National Bank of South Miami 660.00%0.00%0.00%Q4 2020Q1 20226
VETAMER CAPITAL MANAGEMENT, L.P. 661.64%2.12%2.90%Q4 2021Q1 20236
Cerebellum GP, LLC 310.02%0.18%0.30%Q4 2017Q2 20206
NewSquare Capital LLC 210.00%0.02%0.04%Q2 2018Q3 20236
SS&H Financial Advisors, Inc. 510.22%0.26%0.32%Q1 2022Q3 20236
STUDIO INVESTMENT MANAGEMENT LLC 660.09%0.12%0.13%Q2 2022Q3 20236
Kames Capital Management Ltd 660.14%0.16%0.18%Q2 2013Q3 20146
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Eagle Strategies LLC 330.06%0.09%0.16%Q4 2021Q3 20236
Blackston Financial Advisory Group, LLC 420.13%0.16%0.19%Q4 2021Q2 20236
O'Dell Group, LLC 510.01%0.01%0.02%Q3 2021Q2 20236
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
SIPHRON CAPITAL MANAGEMENT /CA/ 662.29%2.43%2.57%Q2 2013Q3 20146
Fulcrum Capital LLC 661.48%1.69%2.04%Q2 2022Q3 20236
Czech National Bank 660.34%0.38%0.44%Q3 2022Q4 20236
REYNOLDS CAPITAL MANAGEMENT LLC 510.15%0.25%0.43%Q4 2013Q2 20156
Atlas Private Wealth Management, LLC 660.02%0.03%0.03%Q4 2019Q1 20216
GLG Partners LP 420.02%0.29%1.18%Q3 2014Q2 20176
Virtus ETF Advisers LLC 310.01%0.20%0.47%Q4 2019Q3 20236
FORA Capital, LLC 210.04%0.30%1.29%Q2 2020Q4 20226
Madison Asset Management, LLC 660.09%0.12%0.13%Q2 2022Q3 20236
HBW ADVISORY SERVICES LLC 660.76%0.92%1.02%Q2 2022Q3 20236
VisionPoint Advisory Group, LLC 420.01%0.08%0.12%Q1 2020Q3 20236
Melqart Asset Management (UK) Ltd 410.13%0.81%2.53%Q2 2020Q1 20236
RELIANCE TRUST CO OF DELAWARE 420.02%0.07%0.18%Q2 2013Q2 20166
Covenant Partners, LLC 420.08%0.17%0.34%Q1 2019Q3 20236
BREAKLINE CAPITAL LLC 211.13%3.38%4.73%Q3 2018Q4 20226
Pearl River Capital, LLC 310.02%0.53%1.34%Q4 2018Q4 20216
Marietta Wealth Management, LLC 660.60%1.02%1.27%Q2 2022Q3 20236
WP Advisors, LLC 660.11%0.13%0.15%Q2 2022Q3 20236
Atom Investors LP 210.02%0.18%0.62%Q4 2018Q2 20236
Buffington Mohr McNeal 660.12%0.13%0.15%Q1 2016Q2 20176
Ferris Capital, LLC 510.02%0.02%0.02%Q2 2017Q1 20196
CPWM, LLC 310.02%0.03%0.04%Q2 2018Q4 20206
Meridian Wealth Management, LLC 660.03%0.05%0.07%Q2 2022Q3 20236
Empire Capital Management, L.L.C. 210.46%1.87%6.93%Q2 2013Q4 20166
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
JAT Capital Mgmt LP 410.41%3.56%6.66%Q4 2021Q1 20235
Brookfield Asset Management 320.00%0.01%0.02%Q1 2022Q2 20235
BEACON TRUST CO 550.23%0.53%0.85%Q1 2016Q1 20175
HILLMAN CO 557.99%9.40%12.10%Q3 2022Q3 20235
Wilmington Funds Management Corp 550.05%0.06%0.08%Q2 2013Q2 20145
FIRSTMERIT BANK N A TRUSTEE 550.15%0.23%0.30%Q2 2015Q2 20165
S&CO INC 550.04%0.07%0.12%Q3 2022Q3 20235
GW&K Investment Management, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
SPOT TRADING L.L.C. 220.00%0.04%0.10%Q2 2017Q3 20175
VIKING GLOBAL INVESTORS LP 551.97%2.17%2.56%Q2 2022Q2 20235
Joho Capital 554.02%4.83%5.55%Q3 2022Q3 20235
CASTLEARK MANAGEMENT LLC 550.92%1.16%1.35%Q1 2019Q1 20205
TRILOGY GLOBAL ADVISORS LP 550.32%0.46%0.50%Q1 2015Q1 20165
QCM Cayman, Ltd. 310.29%2.20%3.94%Q2 2016Q1 20235
DOCK STREET ASSET MANAGEMENT INC 410.04%0.69%0.90%Q4 2021Q2 20235
ALPINE WOODS CAPITAL INVESTORS, LLC 550.10%0.13%0.17%Q1 2020Q1 20215
RELIANCE TRUST CO 550.14%0.25%0.33%Q2 2013Q2 20145
Cadence Bank 550.09%0.10%0.11%Q3 2022Q3 20235
Stux Capital Management, LLC 550.03%0.17%0.28%Q2 2013Q2 20145
Ironwood Investment Counsel, LLC 320.04%0.05%0.06%Q3 2021Q3 20235
Ako Capital 551.19%2.81%4.83%Q3 2022Q3 20235
Hudson Bay Capital Management LP 210.01%0.05%0.14%Q1 2018Q1 20205
Wilmington Trust Investment Management, LLC 550.09%0.11%0.13%Q2 2013Q2 20145
B & T Capital Management DBA Alpha Capital Management 550.28%0.33%0.39%Q1 2014Q1 20155
Saiers Capital, LLC 330.00%0.06%0.15%Q2 2013Q4 20135
Banyan Partners, LLC 550.03%0.09%0.11%Q3 2013Q3 20145
Barrington Strategic Wealth Management Group LLC 550.22%0.24%0.26%Q3 2016Q3 20175
RiverPark Advisors, LLC 551.05%1.35%1.64%Q3 2022Q3 20235
Accuvest Global Advisors 210.20%0.50%1.17%Q2 2018Q3 20225
PointState Capital LP 310.28%0.85%2.53%Q4 2017Q2 20215
ARGI Investment Services, LLC 320.01%0.01%0.02%Q2 2018Q3 20195
Jericho Capital Asset Management L.P. 551.57%2.70%3.67%Q4 2020Q4 20215
Gerstein Fisher 410.03%0.03%0.04%Q2 2015Q3 20165
Price Wealth, LLC 410.00%0.01%0.02%Q2 2018Q3 20205
Peregrine Asset Advisers, Inc. 310.10%0.10%0.12%Q3 2018Q2 20215
Redhawk Wealth Advisors, Inc. 550.06%0.09%0.14%Q4 2020Q4 20215
Alta Advisers Ltd 550.19%0.21%0.24%Q3 2022Q3 20235
Wilmington Trust, National Association 550.03%0.03%0.04%Q2 2013Q2 20145
PICTON MAHONEY ASSET MANAGEMENT 550.16%0.28%0.41%Q3 2022Q3 20235
Baader Bank Aktiengesellschaft 210.02%0.15%0.31%Q4 2021Q3 20235
Cognios Capital, LLC 410.02%0.37%0.54%Q2 2018Q1 20205
Telos Capital Management, Inc. 550.05%0.06%0.08%Q3 2022Q3 20235
Colonial Trust Advisors 550.00%0.00%0.00%Q3 2022Q3 20235
M Holdings Securities, Inc. 550.02%0.03%0.06%Q1 2022Q1 20235
Perpetual Investment Management Ltd 550.04%0.15%0.21%Q4 2021Q4 20225
Grandmaster Capital Management LLC 554.56%4.97%5.18%Q2 2013Q2 20145
Hamilton Point Investment Advisors, LLC 550.08%0.10%0.11%Q3 2022Q3 20235
Malaga Cove Capital, LLC 410.13%0.15%0.17%Q2 2020Q3 20235
RIVERPARK CAPITAL MANAGEMENT LLC 552.41%2.59%2.74%Q3 2022Q3 20235
Capital Analysts, LLC 210.00%0.00%0.00%Q1 2021Q3 20235
NIXON PEABODY TRUST CO 550.19%0.22%0.25%Q4 2021Q4 20225
CCLA Investment Management 552.12%2.28%2.54%Q3 2022Q3 20235
Pinnacle Wealth Management Advisory Group, LLC 550.05%0.06%0.06%Q3 2022Q3 20235
Swedbank 550.14%0.22%0.54%Q4 2019Q4 20205
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q4 2015Q2 20235
Gupta Wealth Management LLC 550.01%0.04%0.06%Q1 2015Q1 20165
Park Avenue Institutional Advisers LLC 550.14%0.15%0.16%Q2 2015Q2 20165
Moisand Fitzgerald Tamayo, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
FFT WEALTH MANAGEMENT LLC 550.03%0.03%0.04%Q3 2022Q3 20235
Laurel Wealth Advisors, Inc. 550.04%0.05%0.07%Q4 2021Q4 20225
Kaizen Advisory, LLC 550.02%0.48%0.73%Q4 2017Q4 20185
Delphi Private Advisors LLC 550.00%0.00%0.01%Q4 2015Q4 20165
Moloney Securities Asset Management, LLC 410.08%0.26%0.60%Q3 2021Q3 20235
BFSG, LLC 310.14%0.17%0.22%Q1 2018Q3 20235
Fluent Financial, LLC 320.33%0.53%0.70%Q2 2021Q3 20235
One Wealth Advisors, LLC 550.17%0.44%0.71%Q2 2018Q2 20195
Squar Milner Financial Services LLC 550.00%0.01%0.02%Q2 2018Q2 20195
WealthShield Partners, LLC 550.00%0.09%0.18%Q2 2020Q2 20215
G&S Capital LLC 320.07%0.28%0.87%Q2 2019Q4 20215
Certified Advisory Corp 410.01%0.02%0.02%Q3 2019Q1 20215
Signature Wealth Management Group 550.61%0.74%0.87%Q2 2022Q2 20235
Community Capital Management, LLC 550.37%1.19%1.95%Q3 2022Q3 20235
Pflug Koory, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
AIGEN INVESTMENT MANAGEMENT, LP 110.01%0.23%0.47%Q4 2019Q3 20235
AIA Investment Management Private Ltd 550.03%0.05%0.06%Q3 2019Q3 20205
Full Sail Capital, LLC 550.03%0.03%0.03%Q4 2020Q4 20215
Kavar Capital Partners, LLC 320.00%0.00%0.00%Q4 2013Q4 20155
Alera Investment Advisors, LLC 320.01%0.04%0.07%Q4 2018Q4 20225
Claro Advisors LLC 410.00%0.14%0.19%Q4 2018Q3 20235
TimeScale Financial, Inc. 410.00%0.00%0.00%Q1 2021Q2 20235
Summit Financial, LLC 320.02%0.03%0.05%Q3 2021Q3 20235
ShawSpring Partners LLC 5511.14%12.00%13.00%Q3 2022Q3 20235
Global Wealth Management Investment Advisory, Inc. 410.00%0.00%0.00%Q4 2018Q4 20205
Red Door Wealth Management, LLC 320.00%0.06%0.14%Q1 2020Q4 20215
tru Independence LLC 550.00%0.01%0.02%Q4 2019Q4 20205
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Blueprint Investment Partners LLC 320.10%0.14%0.17%Q2 2021Q3 20235
Pacifica Partners Inc. 550.01%0.02%0.02%Q4 2022Q4 20235
XML Financial, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Perennial Investment Advisors, LLC 320.05%0.07%0.09%Q3 2021Q3 20235
Great Lakes Retirement, Inc. 320.09%0.14%0.16%Q4 2019Q3 20235
MADISON WEALTH MANAGEMENT 550.59%0.64%0.73%Q3 2022Q3 20235
Total Clarity Wealth Management, Inc. 210.01%0.02%0.05%Q4 2019Q2 20225
U.S. Capital Wealth Advisors, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
Eudaimonia Partners, LLC 410.01%0.02%0.02%Q4 2019Q1 20215
FERNBRIDGE CAPITAL MANAGEMENT LP 553.70%6.08%8.77%Q3 2022Q3 20235
XTX Topco Ltd 210.06%0.22%0.53%Q3 2021Q3 20235
Berkshire Bank 550.08%0.08%0.09%Q3 2022Q3 20235
Polar Capital Holdings Plc 410.04%0.11%0.22%Q1 2022Q3 20235
Accel Wealth Management 320.00%0.00%0.00%Q4 2020Q1 20225
GoalVest Advisory LLC 410.00%0.07%0.22%Q1 2022Q3 20235
PINNBROOK CAPITAL MANAGEMENT LP 320.39%0.91%1.57%Q4 2021Q1 20235
SELDON CAPITAL LP 550.08%0.12%0.16%Q4 2021Q4 20225
Epic Trust Investment Advisors, LLC 550.56%0.67%0.79%Q3 2022Q3 20235
Lifeworks Advisors, LLC 550.13%0.41%0.67%Q4 2021Q4 20225
Activest Wealth Management 320.02%0.02%0.04%Q1 2022Q3 20235
Tanager Wealth Management LLP 550.06%0.11%0.23%Q3 2022Q3 20235
LTS One Management LP 550.58%2.91%3.87%Q3 2022Q3 20235
IMPACTfolio, LLC 550.19%0.22%0.26%Q4 2021Q4 20225
Amplius Wealth Advisors, LLC 410.03%0.07%0.10%Q4 2021Q3 20235
Capricorn Fund Managers Ltd 550.18%0.33%0.55%Q4 2021Q4 20225
Gouws Capital LLC 550.22%0.28%0.42%Q4 2021Q4 20225
JOURNEY STRATEGIC WEALTH LLC 320.04%0.04%0.05%Q4 2021Q1 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
City State Bank 550.01%0.01%0.01%Q3 2022Q3 20235
William Allan Corp 550.31%0.84%1.76%Q3 2022Q3 20235
Ascent Group, LLC 320.02%0.05%0.16%Q2 2022Q3 20235
Cyrus J. Lawrence, LLC 551.12%1.54%1.93%Q3 2022Q3 20235
Triasima Portfolio Management inc. 550.05%0.09%0.25%Q3 2022Q3 20235
ASB Consultores, LLC 550.14%0.25%0.40%Q4 2021Q4 20225
FSM Wealth Advisors, LLC 550.61%0.70%0.84%Q3 2022Q3 20235
Dakota Community Bank & Trust NA 550.01%0.01%0.02%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.34%0.36%0.38%Q3 2022Q3 20235
Colonial Trust Co / SC 550.05%0.06%0.07%Q3 2022Q3 20235
Compass Wealth Management LLC 550.72%0.83%0.94%Q4 2022Q4 20235
PFS INVESTMENTS INC. 410.00%0.01%0.01%Q4 2021Q2 20235
EAGLE ASSET MANAGEMENT INC 550.01%0.01%0.01%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
SECURITY ASSET MANAGEMENT 550.81%0.94%1.08%Q1 2022Q1 20235
WILMINGTON TRUST CO 550.01%0.01%0.01%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.03%0.04%0.05%Q4 2016Q4 20175
KOCH INDUSTRIES INC 550.05%0.19%0.39%Q1 2017Q1 20185
SMITH SHELLNUT WILSON LLC /ADV 550.26%0.35%0.40%Q4 2016Q4 20175
Empowered Funds, LLC 440.02%0.05%0.09%Q4 2022Q3 20234
Paul John Balson 440.11%0.12%0.14%Q1 2020Q4 20204
Standard Family Office LLC 310.01%0.13%0.18%Q4 2020Q3 20224
TCWP LLC 440.05%0.07%0.10%Q4 2021Q3 20224
New Hampshire Trust 440.14%0.16%0.18%Q4 2022Q3 20234
RETIREMENT CAPITAL STRATEGIES 440.08%0.09%0.12%Q2 2021Q1 20224
BEACON INVESTMENT ADVISORS LLC 442.84%3.00%3.28%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
CLEAR STREET LLC 220.06%0.07%0.08%Q2 2023Q3 20234
Coronation Fund Managers Ltd. 440.19%0.22%0.25%Q4 2022Q3 20234
Invictus RG Pte. Ltd. 310.02%0.05%0.07%Q2 2013Q2 20144
Edge Capital Group, LLC 440.00%0.27%1.08%Q2 2022Q1 20234
Wellesley Investment Partners, LLC 440.08%0.09%0.10%Q1 2018Q4 20184
SAC Capital Advisors LP 440.01%0.13%0.34%Q2 2013Q1 20144
Y.D. More Investments Ltd 440.16%0.23%0.28%Q4 2022Q3 20234
COUNTRY TRUST BANK 310.00%0.00%0.00%Q3 2021Q4 20234
Corient Private Wealth LLC 440.08%0.13%0.15%Q4 2022Q3 20234
PayPay Securities Corp 440.12%0.24%0.42%Q4 2022Q3 20234
CWA Asset Management Group, LLC 440.35%0.41%0.49%Q4 2022Q3 20234
Sonnipe Ltd 440.15%0.16%0.17%Q4 2022Q3 20234
Prentice Wealth Management LLC 440.05%0.08%0.10%Q1 2021Q4 20214
ARROWGRASS CAPITAL PARTNERS (US) LP 110.02%0.13%0.28%Q2 2014Q1 20194
Manning & Napier Group, LLC 440.30%0.82%1.08%Q4 2022Q3 20234
Winton Capital Management Ltd 440.03%0.10%0.23%Q2 2013Q1 20144
Alpha Family Trust 440.19%0.29%0.35%Q4 2022Q3 20234
London & Capital Asset Management Ltd 440.03%0.24%0.46%Q1 2019Q4 20194
ICA Group Wealth Management, LLC 440.03%0.05%0.08%Q4 2022Q3 20234
Concert Wealth Management Inc. 440.03%0.03%0.05%Q1 2016Q4 20164
Princeton Portfolio Strategies Group LLC 441.02%1.17%1.47%Q3 2020Q2 20214
Alpha Paradigm Partners, LLC 440.02%0.20%0.43%Q1 2022Q4 20224
CV Advisors LLC 220.15%0.17%0.22%Q4 2021Q3 20234
ADIRONDACK TRUST CO 310.00%0.00%0.00%Q4 2018Q3 20234
Edge Wealth Management LLC 440.00%0.00%0.00%Q1 2021Q4 20214
OCCUDO QUANTITATIVE STRATEGIES LP 310.05%0.08%0.12%Q2 2021Q2 20224
Geneva Partners, LLC 310.48%0.95%1.19%Q1 2018Q1 20204
HRT FINANCIAL LP 210.04%0.13%0.26%Q2 2018Q3 20234
361 CAPITAL LLC 310.08%0.30%0.93%Q2 2017Q4 20194
RS INVESTMENT MANAGEMENT CO LLC 440.14%0.17%0.21%Q3 2015Q2 20164
MD Financial Management Inc. 440.02%0.03%0.06%Q1 2021Q4 20214
CHAPIN DAVIS, INC. 440.21%0.22%0.23%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.87%1.20%Q4 2021Q3 20234
CARDIFF PARK ADVISORS, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
MARVIN & PALMER ASSOCIATES INC 441.95%2.86%3.48%Q1 2016Q4 20164
Rockbridge Investment Management, LCC 440.00%0.01%0.01%Q1 2021Q4 20214
Greenland Capital Management LP 440.02%0.23%0.58%Q4 2022Q3 20234
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 440.01%0.01%0.03%Q3 2016Q2 20174
Cascadia Advisory Services, LLC 310.45%0.54%0.64%Q3 2020Q3 20214
Bryn Mawr Capital Management, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
TFO Wealth Partners, LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
AGF MANAGEMENT LTD 440.14%0.38%0.53%Q4 2022Q3 20234
Overbrook Management Corp 220.59%1.57%3.14%Q2 2020Q3 20234
Campbell & CO Investment Adviser LLC 110.07%0.17%0.25%Q2 2019Q2 20234
Meadow Creek Wealth Advisors LLC 440.42%0.47%0.56%Q4 2021Q3 20224
Legacy Trust 440.76%0.86%0.98%Q4 2022Q3 20234
TODD ASSET MANAGEMENT LLC 310.34%0.40%0.43%Q1 2015Q1 20174
Moss Adams Wealth Advisors LLC 440.31%0.34%0.39%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.35%0.43%0.52%Q4 2020Q3 20214
UNIQUE WEALTH, LLC 440.11%0.18%0.32%Q4 2022Q3 20234
Parcion Private Wealth LLC 440.08%0.09%0.10%Q4 2019Q3 20204
IFC Holdings Incorporated/FL 440.03%0.03%0.03%Q1 2017Q4 20174
JOYN Advisors, Inc. 440.02%0.03%0.03%Q1 2018Q4 20184
Flaharty Asset Management, LLC 310.00%0.07%0.13%Q1 2019Q3 20234
DecisionPoint Financial, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Counsel Portfolio Services Inc. 440.02%0.03%0.03%Q4 2014Q3 20154
Maryland Capital Management 440.01%0.02%0.02%Q2 2021Q1 20224
FourThought Financial Partners, LLC 440.51%0.57%0.65%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
American Research & Management Co. 310.00%0.00%0.00%Q2 2020Q3 20224
GABELLI FUNDS LLC 440.06%0.09%0.11%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 310.00%0.00%0.01%Q1 2020Q1 20224
Founders Financial Alliance, LLC 210.06%0.09%0.10%Q3 2020Q3 20234
Polianta Ltd 220.45%0.65%0.75%Q2 2019Q4 20204
SAGE RHINO CAPITAL LLC 310.06%0.07%0.08%Q4 2021Q3 20234
CONTINENTAL ADVISORS LLC 220.21%0.40%0.60%Q4 2013Q2 20154
FIRST HORIZON CORP 440.54%0.64%0.75%Q3 2020Q2 20214
Ritter Daniher Financial Advisory LLC / DE 440.00%0.00%0.00%Q4 2022Q3 20234
Perkins Coie Trust Co 210.00%0.04%0.15%Q4 2013Q3 20234
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q1 20214
Livingston Group Asset Management CO (operating as Southport Capital Management) 440.09%0.17%0.34%Q2 2021Q1 20224
Wallace Advisory Group, LLC 440.32%0.36%0.39%Q4 2022Q3 20234
Tradewinds, LLC. 210.24%0.26%0.28%Q2 2022Q3 20234
RWC Asset Management LLP 310.07%0.21%0.48%Q2 2013Q2 20154
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.01%0.01%0.01%Q2 2013Q1 20144
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.52%0.55%0.59%Q4 2022Q3 20234
Carmel Capital Partners, LLC 210.04%0.13%0.23%Q4 2021Q3 20234
Fortitude Advisory Group L.L.C. 220.05%0.13%0.18%Q4 2021Q2 20234
ST GERMAIN D J CO INC 310.00%0.01%0.01%Q4 2022Q4 20234
Meeder Advisory Services, Inc. 440.24%0.25%0.28%Q4 2022Q3 20234
Perpetual Ltd 310.00%0.62%0.85%Q3 2020Q3 20234
Absolute Return Capital, LLC 220.01%0.04%0.11%Q3 2013Q1 20154
Ionic Capital Management LLC 110.03%0.61%1.16%Q3 2020Q1 20224
Redwood Investment Management, LLC 210.03%0.06%0.11%Q4 2021Q3 20234
Brandywine Global Investment Management, LLC 440.00%0.00%0.00%Q2 2016Q1 20174
READYSTATE ASSET MANAGEMENT LP 220.02%0.02%0.02%Q2 2023Q3 20234
BAKER TILLY WEALTH MANAGEMENT, LLC 310.02%0.07%0.11%Q4 2021Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Lavaca Capital LLC 440.11%0.21%0.32%Q4 2022Q3 20234
Three Peaks Capital Management, LLC 440.31%0.73%0.96%Q1 2018Q4 20184
Gunderson Capital Management Inc. 443.25%3.50%3.73%Q1 2019Q4 20194
NICOLET ADVISORY SERVICES, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
F&C Asset Management plc 440.02%0.03%0.04%Q2 2013Q1 20144
C Partners Holding GmbH 440.05%0.09%0.11%Q4 2017Q3 20184
LUPO SECURITIES, LLC 440.03%0.07%0.15%Q4 2014Q3 20154
Avion Wealth 310.00%0.00%0.00%Q2 2022Q3 20234
Alcosta Capital Management, Inc. 443.00%3.19%3.42%Q4 2021Q3 20224
Krane Funds Advisors LLC 440.01%0.01%0.02%Q2 2021Q1 20224
Jackson Wealth Management, LLC 210.06%0.15%0.33%Q2 2021Q3 20224
RFP Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
HighVista Strategies LLC 440.14%0.43%0.62%Q4 2022Q3 20234
United Asset Strategies, Inc. 220.08%0.13%0.18%Q3 2021Q3 20234
CoreCap Advisors, LLC 310.01%0.05%0.16%Q4 2021Q4 20224
MPS Loria Financial Planners, LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Global Financial Private Capital, Inc 440.02%0.03%0.04%Q4 2017Q3 20184
Wealth Management Partners, LLC 220.14%0.16%0.19%Q4 2021Q3 20234
Knollwood Investment Advisory, LLC 440.56%1.02%1.54%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Harvest Portfolios Group Inc. 440.67%0.79%0.86%Q4 2022Q3 20234
GRIMES & COMPANY, INC. 440.01%0.01%0.02%Q2 2021Q1 20224
Farther Finance Advisors, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
ThornTree Capital Partners LP 443.26%5.19%7.15%Q4 2022Q3 20234
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Man Investments Ltd 440.02%0.13%0.35%Q3 2013Q2 20144
Blue Chip Partners, LLC 310.02%0.02%0.02%Q4 2021Q3 20234
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 443.16%5.56%7.10%Q4 2022Q3 20234
Spectrum Wealth Advisory Group, LLC 440.50%0.60%0.66%Q1 2019Q4 20194
Veritas Investment Management (UK) Ltd 442.02%2.40%2.70%Q1 2021Q4 20214
Stonegate Investment Group, LLC 440.10%0.12%0.15%Q4 2022Q3 20234
Haafor (Singapore) Pte. Ltd. 310.23%0.61%1.12%Q4 2019Q4 20204
Moser Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Quintet Private Bank (Europe) S.A. 311.59%1.78%1.99%Q2 2022Q3 20234
SYSTM Wealth Solutions LLC 440.69%0.92%1.16%Q4 2022Q3 20234
SUMMIT FINANCIAL GROUP, INC. 310.08%0.09%0.10%Q2 2021Q3 20234
Advisory Alpha, LLC 310.03%0.03%0.04%Q1 2019Q1 20204
Bickling Financial Services, Inc. 440.10%0.12%0.14%Q2 2021Q1 20224
Buck Wealth Strategies, LLC 310.00%0.98%1.98%Q3 2022Q3 20234
SG3 Management, LLC 110.04%0.19%0.30%Q4 2016Q4 20214
Canton Hathaway, LLC 440.02%0.02%0.02%Q3 2021Q2 20224
Karp Capital Management Corp 210.01%0.04%0.13%Q2 2015Q4 20184
CORBETT ROAD CAPITAL MANAGEMENT, LLC 440.25%0.28%0.31%Q1 2020Q4 20204
LBP AM SA 440.59%0.82%1.06%Q4 2022Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.01%0.01%0.01%Q4 2017Q3 20184
CASCADE INVESTMENT GROUP, INC. 441.09%1.14%1.21%Q4 2022Q3 20234
Kathmere Capital Management, LLC 220.02%0.03%0.04%Q3 2020Q4 20214
CYPRESS GROWTH FUND III LP 443.90%4.53%5.35%Q4 2020Q3 20214
Parkwood LLC 210.05%0.16%0.30%Q4 2013Q3 20234
Thematics Asset Management 440.47%0.48%0.49%Q4 2022Q3 20234
Talbot Financial, LLC 442.44%2.60%2.86%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Park Place Capital Corp 440.05%0.08%0.11%Q4 2022Q3 20234
Graticule Asia Macro Advisors LLC 310.02%0.93%3.62%Q1 2018Q4 20214
GAMCO INVESTORS, INC. ET AL 440.03%0.03%0.04%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.13%0.22%0.27%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.53%0.56%0.63%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.30%0.36%0.42%Q4 2022Q3 20234
IRON Financial LLC 440.24%0.31%0.40%Q3 2016Q2 20174
Applied Capital LLC/FL 440.50%0.60%0.70%Q4 2022Q3 20234
DE BURLO GROUP INC 310.22%2.20%4.20%Q2 2022Q3 20234
SHERBROOKE PARK ADVISERS LLC 440.17%0.47%0.63%Q4 2022Q3 20234
HORIZON KINETICS ASSET MANAGEMENT LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Garden State Investment Advisory Services LLC 440.11%0.13%0.14%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.57%0.68%0.78%Q4 2022Q3 20234
STF Management LP 440.89%1.03%1.24%Q4 2022Q3 20234
Wallington Asset Management, LLC 440.18%0.39%0.48%Q1 2014Q4 20144
Waterloo Capital, L.P. 310.10%0.13%0.16%Q1 2020Q3 20234
Headlands Technologies LLC 440.48%0.66%1.01%Q4 2022Q3 20234
Providence First Trust Co 210.05%0.11%0.18%Q4 2020Q3 20224
Manchester Global Management (UK) Ltd 442.92%3.89%5.01%Q4 2022Q3 20234
LWMG, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Riverwater Partners LLC 310.26%0.31%0.36%Q4 2021Q4 20234
Aquatic Capital Management LLC 220.79%1.25%1.52%Q3 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 440.27%0.30%0.31%Q4 2022Q3 20234
CARRET ASSET MANAGEMENT, LLC 310.02%0.03%0.03%Q2 2021Q3 20234
Ethos Financial Group, LLC 440.07%0.09%0.14%Q4 2022Q3 20234
Better Money Decisions, LLC 310.01%0.01%0.01%Q1 2021Q2 20224
Resurgent Financial Advisors LLC 440.04%0.05%0.06%Q4 2022Q3 20234
Quantamental Technologies LLC 310.07%0.30%0.62%Q1 2019Q4 20214
Richard W. Paul & Associates, LLC 440.24%0.29%0.33%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.02%0.03%Q4 2022Q3 20234
Kennon-Green & Company, LLC 440.27%0.31%0.38%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.24%0.26%0.32%Q4 2022Q3 20234
Nordwand Advisors, LLC 440.56%0.59%0.64%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.58%0.63%0.67%Q4 2022Q3 20234
Jacobsen Capital Management 440.13%0.19%0.33%Q4 2022Q3 20234
Wunderlich Capital Managemnt 220.02%0.56%1.12%Q2 2022Q3 20234
Two Point Capital Management, Inc. 442.60%2.80%3.04%Q4 2022Q3 20234
FARALLON CAPITAL MANAGEMENT LLC 441.42%1.85%2.25%Q4 2022Q3 20234
EFG Asset Management (Americas) Corp. 440.76%0.80%0.88%Q4 2022Q3 20234
Filbrandt Wealth Management, LLC 310.00%0.00%0.00%Q2 2020Q3 20214
SAWGRASS ASSET MANAGEMENT LLC 440.82%0.93%1.13%Q4 2022Q3 20234
Scissortail Wealth Management, LLC 440.22%0.23%0.26%Q4 2021Q3 20224
Leucadia National 440.01%0.01%0.01%Q4 2022Q3 20234
PRAGMA GESTAO DE PATRIMONIO LTD 442.96%4.96%6.13%Q4 2022Q3 20234
ASSOCIATED BANC-CORP 440.01%0.01%0.01%Q2 2021Q1 20224
Davidson Capital Management Inc. 440.48%0.69%0.85%Q4 2022Q3 20234
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Crescent Sterling, Ltd. 330.23%0.27%0.32%Q1 2023Q3 20233
WHV Investments, Inc. 330.01%0.03%0.04%Q2 2013Q4 20133
NAVELLIER & ASSOCIATES INC 331.16%1.25%1.42%Q3 2021Q1 20223
Level Financial Advisors, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
CenterBook Partners LP 330.04%0.10%0.22%Q2 2022Q4 20223
Accurate Wealth Management, LLC 210.04%0.09%0.15%Q4 2022Q3 20233
AM Squared Ltd 330.05%0.09%0.16%Q4 2022Q2 20233
SECOR Capital Advisors, LP 110.04%0.40%0.78%Q2 2015Q3 20183
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.02%Q3 2022Q3 20233
DIXON HUBARD FEINOUR & BROWN INC/VA 331.27%1.53%1.94%Q4 2021Q2 20223
Elk Creek Partners, LLC 330.04%0.08%0.10%Q4 2014Q2 20153
DRIVE WEALTH MANAGEMENT, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Cyndeo Wealth Partners, LLC 330.02%0.10%0.14%Q1 2023Q3 20233
Thor Advisors, LLC 110.05%0.46%0.92%Q1 2019Q1 20203
Independent Wealth Network Inc. 330.14%0.18%0.20%Q3 2021Q1 20223
Stratos Investment Management, LLC 330.04%0.06%0.08%Q3 2021Q1 20223
Centerpoint Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Live Oak Private Wealth LLC 330.04%0.04%0.05%Q1 2023Q3 20233
V-Square Quantitative Management LLC 330.69%0.80%0.87%Q1 2023Q3 20233
MATRIX ASSET ADVISORS INC/NY 330.03%0.03%0.03%Q1 2023Q3 20233
W.H. Cornerstone Investments Inc. 330.25%0.27%0.32%Q1 2023Q3 20233
T. Rowe Price Investment Management, Inc. 330.41%0.42%0.44%Q1 2023Q3 20233
Alpine Global Management, LLC 110.02%0.06%0.10%Q4 2014Q3 20173
Stamos Capital Partners, L.P. 330.15%0.26%0.33%Q1 2022Q3 20223
KFG WEALTH MANAGEMENT, LLC 330.16%0.22%0.28%Q1 2023Q3 20233
Willingdon Wealth Management 210.00%0.01%0.03%Q3 2018Q4 20193
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
Haverford Financial Services, Inc. 330.12%0.22%0.29%Q2 2022Q4 20223
Nilsine Partners, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Styrax Capital, LP 216.99%7.33%7.55%Q4 2022Q3 20233
Brown Shipley& Co Ltd 330.24%0.30%0.39%Q1 2023Q3 20233
COMMONS CAPITAL, LLC 330.32%0.35%0.39%Q4 2021Q2 20223
Steward Financial Group LLC 210.00%0.01%0.01%Q2 2022Q3 20233
China Universal Asset Management Co., Ltd. 330.01%0.07%0.16%Q1 2023Q3 20233
Byrne Asset Management LLC 330.00%0.00%0.01%Q1 2023Q3 20233
OARSMAN CAPITAL, INC. 330.22%0.24%0.29%Q1 2023Q3 20233
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
VISTA EQUITY PARTNERS MANAGEMENT, LLC 332.38%2.92%3.79%Q3 2015Q1 20163
RIVULET CAPITAL, LLC 334.99%5.95%6.44%Q1 2023Q3 20233
Founders Capital Management 210.00%0.01%0.01%Q2 2022Q4 20233
BIVIN & ASSOCIATES, INC. 330.00%0.00%0.00%Q4 2021Q2 20223
Settian Capital LP 211.74%4.20%5.92%Q4 2021Q3 20233
Schooner Investment Group, LLC. 330.18%0.19%0.19%Q1 2015Q3 20153
Braun-Bostich & Associates Inc. 210.01%0.41%0.91%Q2 2020Q3 20233
ACG Wealth 210.00%0.02%0.04%Q3 2020Q2 20223
Rail-Splitter Capital Management, LLC 332.48%2.55%2.69%Q2 2013Q4 20133
Palestra Capital Management LLC 333.98%4.25%4.65%Q1 2023Q3 20233
Sterling Investment Advisors, Ltd. 330.00%0.00%0.00%Q4 2021Q2 20223
Disciplined Equity Management, Inc. 330.47%0.56%0.62%Q4 2021Q2 20223
Buckingham Capital Management, Inc. 210.03%0.04%0.04%Q3 2021Q3 20233
KEATING INVESTMENT COUNSELORS INC 330.09%0.09%0.09%Q1 2023Q3 20233
Lourd Capital, LLC 210.03%0.04%0.04%Q4 2017Q4 20183
NTB Financial Corp 330.33%0.45%0.60%Q4 2021Q2 20223
Fulcrum Asset Management LLP 110.28%0.56%0.92%Q3 2020Q1 20223
Gillson Capital LP 210.23%0.45%0.77%Q4 2022Q3 20233
Divergent Wealth Advisors 330.01%0.01%0.01%Q1 2018Q3 20183
GQG Partners LLC 210.64%1.23%2.02%Q1 2020Q3 20233
ROCKLAND TRUST CO 330.89%0.98%1.11%Q1 2023Q3 20233
MA Private Wealth 330.05%0.05%0.06%Q2 2021Q4 20213
Financial Gravity Companies, Inc. 210.06%0.08%0.11%Q4 2017Q4 20183
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.02%0.03%0.04%Q2 2020Q4 20203
Horrell Capital Management, Inc. 210.00%0.00%0.00%Q3 2021Q3 20233
Harrington Investments, INC 330.61%0.78%0.96%Q1 2023Q3 20233
Lunia Capital LP 112.04%3.71%6.18%Q4 2017Q2 20213
Marotta Asset Management 330.06%0.07%0.07%Q2 2021Q4 20213
Lucia Wealth Services, LLC 330.18%0.18%0.19%Q1 2020Q3 20203
D.B. Root & Company, LLC 330.11%0.12%0.13%Q4 2022Q2 20233
55I, LLC 210.01%0.03%0.05%Q3 2021Q3 20223
Marks Group Wealth Management, Inc 330.09%0.10%0.11%Q4 2021Q2 20223
Quilter Investors LTD 333.98%5.01%5.57%Q4 2018Q2 20193
HALL LAURIE J TRUSTEE 330.08%0.08%0.09%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Vectors Research Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Tradeworx Inc. 210.10%0.23%0.34%Q1 2013Q2 20143
Southeast Asset Advisors Inc. 330.04%0.04%0.04%Q1 2023Q3 20233
Realta Investment Advisors 330.01%0.01%0.02%Q2 2019Q4 20193
MainStreet Investment Advisors LLC 210.02%0.03%0.05%Q1 2020Q4 20213
Advisory Resource Group 330.12%0.13%0.15%Q4 2021Q2 20223
Marquette Asset Management, LLC 210.00%0.00%0.00%Q1 2019Q2 20223
Bellwether Investment Group, LLC 210.00%0.01%0.04%Q2 2016Q1 20173
SANDLER CAPITAL MANAGEMENT 330.30%0.38%0.48%Q4 2014Q2 20153
Birch Hill Investment Advisors LLC 332.03%2.23%2.55%Q1 2023Q3 20233
GLG INC. 330.03%0.04%0.05%Q2 2013Q4 20133
OSTRUM ASSET MANAGEMENT 330.14%0.20%0.23%Q1 2023Q3 20233
Spears Abacus Advisors LLC 210.02%0.03%0.04%Q2 2021Q3 20233
CHOREO, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
INTREPID CAPITAL MANAGEMENT INC /DE/ 330.32%0.40%0.52%Q2 2013Q4 20133
Intellectus Partners, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
HENNESSY ADVISORS INC 330.06%0.09%0.11%Q2 2019Q4 20193
Bellevue Group AG 330.00%0.00%0.01%Q1 2021Q3 20213
MAZAMA CAPITAL MANAGEMENT INC 330.05%0.08%0.12%Q2 2015Q4 20153
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 330.28%0.67%0.92%Q1 2023Q3 20233
Systematic Alpha Investments, LLC 330.07%0.08%0.09%Q2 2021Q4 20213
Advanced Asset Management Advisors Inc 110.04%0.04%0.05%Q4 2021Q3 20233
First Heartland Consultants, Inc. 330.01%0.03%0.04%Q3 2021Q1 20223
LA FINANCIERE DE L'ECHIQUIER 210.04%0.08%0.16%Q4 2019Q3 20223
Palisade Asset Management, LLC 330.03%0.03%0.03%Q2 2021Q4 20213
Legato Capital Management LLC 210.11%0.12%0.13%Q2 2020Q1 20233
Fulcrum Equity Management 330.22%0.44%0.57%Q3 2021Q1 20223
U S GLOBAL INVESTORS INC 210.01%0.14%0.22%Q3 2019Q4 20203
Vise Technologies, Inc. 330.06%0.07%0.08%Q1 2023Q3 20233
WESPAC Advisors SoCal, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
PETERSON WEALTH MANAGEMENT 330.20%0.22%0.24%Q4 2022Q2 20233
Ausdal Financial Partners, Inc. 330.03%0.04%0.04%Q3 2021Q1 20223
Tuscan Ridge Asset Management LLC 330.02%0.04%0.06%Q4 2018Q2 20193
GTS SECURITIES LLC 110.00%0.02%0.04%Q3 2023Q3 20233
Walkner Condon Financial Advisors LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Anomaly Capital Management, LP 330.47%1.72%3.91%Q4 2022Q2 20233
STEADFAST ADVISORS LP 330.09%0.39%0.56%Q2 2015Q4 20153
K2 PRINCIPAL FUND, L.P. 330.14%0.16%0.17%Q4 2014Q2 20153
COWEN INC. 210.01%0.03%0.06%Q1 2013Q2 20153
RiverFront Investment Group, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
CLOVERFIELDS CAPITAL GROUP, LP 330.53%0.71%0.96%Q1 2023Q3 20233
NEXPOINT ASSET MANAGEMENT, L.P. 210.07%0.29%0.62%Q3 2019Q4 20203
Mint Tower Capital Management B.V. 110.11%0.11%0.12%Q3 2020Q1 20213
STEADFAST CAPITAL MANAGEMENT LP 330.09%0.39%0.56%Q2 2015Q4 20153
Strategic Blueprint, LLC 110.01%0.06%0.14%Q1 2020Q3 20233
Morningstar Investment Services LLC 330.00%0.00%0.01%Q1 2023Q3 20233
AlphaOne Investment Services, LLC 330.01%0.02%0.03%Q3 2017Q1 20183
Cornerstone Planning Group LLC 210.02%0.02%0.02%Q4 2022Q3 20233
ArchPoint Investors 210.07%0.73%1.88%Q4 2020Q4 20213
Claraphi Advisory Network, LLC 210.01%0.21%0.35%Q1 2020Q4 20213
Cypress Point Wealth Management, LLC 210.00%0.01%0.02%Q4 2020Q3 20213
Ithaka Group 331.54%1.83%2.13%Q1 2023Q3 20233
Alambic Investment Management, L.P. 110.12%0.31%0.68%Q2 2016Q2 20203
MDE Group 330.04%0.05%0.05%Q4 2013Q2 20143
NATIONAL PLANNING CORP 330.01%0.05%0.10%Q4 2014Q2 20153
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.01%Q1 2023Q3 20233
Econ Financial Services Corp 210.00%0.24%0.72%Q4 2021Q2 20233
Hoxton Financial, Inc. 330.04%0.04%0.05%Q2 2013Q4 20133
Triumph Capital Management 330.11%0.21%0.27%Q1 2022Q3 20223
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.01%0.03%Q4 2017Q3 20183
MAPLE SECURITIES USA INC 210.02%0.05%0.09%Q4 2013Q4 20143
DFPG INVESTMENTS, LLC 330.08%0.13%0.21%Q1 2023Q3 20233
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 331.60%1.72%1.87%Q1 2023Q3 20233
WINTRUST INVESTMENTS LLC 210.02%0.02%0.03%Q3 2021Q3 20233
Kepos Capital LP 110.17%0.22%0.30%Q3 2017Q2 20193
Sage Mountain Advisors LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Pine River Capital Management L.P. 110.01%0.01%0.01%Q2 2014Q2 20153
EWA, LLC 330.14%0.17%0.21%Q1 2023Q3 20233
Linscomb & Williams, Inc. 330.01%0.01%0.01%Q2 2021Q4 20213
ENGINE NO. 1 LLC 330.12%0.19%0.26%Q2 2021Q4 20213
Aurora Investment Counsel 331.25%1.31%1.42%Q1 2023Q3 20233
Legg Mason Asset Management (Japan) Co., Ltd. 330.38%0.39%0.42%Q1 2014Q3 20143
FRONTIER INVESTMENT MGMT CO 330.03%0.05%0.06%Q4 2019Q2 20203
Virtus Fund Advisers, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
DEERE & CO 330.07%0.14%0.19%Q1 2016Q3 20163
Centre Asset Management, LLC 331.78%2.10%2.42%Q2 2023Q4 20233
Parametrica Management Ltd 330.13%0.37%0.61%Q1 2017Q3 20173
J.Safra Asset Management Corp 330.00%0.00%0.00%Q1 2022Q3 20223
Crestline Management, LP 210.03%0.11%0.17%Q4 2020Q1 20223
Slow Capital, Inc. 210.01%0.02%0.02%Q4 2017Q3 20203
Duquesne Family Office 331.48%1.71%2.13%Q1 2021Q3 20213
Waratah Capital Advisors Ltd. 110.04%0.15%0.21%Q2 2018Q3 20203
AlphaStar Capital Management, LLC 330.34%0.44%0.56%Q3 2021Q1 20223
Bruderman Asset Management, LLC 210.02%0.06%0.16%Q4 2018Q4 20213
Gladius Capital Management LP 330.05%0.14%0.20%Q4 2021Q2 20223
Ellsworth Advisors, LLC 331.43%1.54%1.74%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Latitude Advisors, LLC 330.07%0.10%0.12%Q3 2021Q1 20223
Atomi Financial Group, Inc. 330.14%0.17%0.18%Q1 2023Q3 20233
Relyea Zuckerberg Hanson LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Csenge Advisory Group 210.02%0.02%0.02%Q3 2018Q3 20233
North Fourth Asset Management, LP 211.25%1.95%2.74%Q3 2021Q4 20223
Trivant Custom Portfolio Group, LLC 332.61%2.80%3.12%Q1 2023Q3 20233
COWA, LLC 210.00%0.01%0.01%Q4 2020Q3 20223
Legacy Capital Group California, Inc. 330.31%0.34%0.36%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 330.47%0.52%0.60%Q1 2023Q3 20233
EVEXIA WEALTH LLC 333.58%3.77%4.02%Q1 2023Q3 20233
BREMER TRUST NATIONAL ASSOCIATION 330.06%0.07%0.08%Q2 2018Q4 20183
PFG Investments, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
FormulaFolio Investments, LLC 330.00%0.00%0.01%Q4 2020Q2 20213
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.05%0.06%0.07%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.33%0.35%0.40%Q1 2023Q3 20233
Epstein & White Financial LLC 330.18%0.19%0.21%Q4 2020Q2 20213
Authentikos Wealth Advisory, LLC 330.47%0.52%0.59%Q1 2023Q3 20233
Delta Financial Group, Inc. 210.24%0.25%0.25%Q4 2022Q3 20233
Palo Capital, Inc. 330.84%0.94%1.01%Q4 2014Q2 20153
Eisler Capital (UK) Ltd. 220.01%0.01%0.01%Q2 2023Q3 20233
Triad Investment Management 330.42%0.44%0.49%Q1 2023Q3 20233
IronBridge Private Wealth, LLC 332.51%2.87%3.16%Q4 2020Q2 20213
TFB Advisors LLC 330.14%0.18%0.21%Q4 2022Q2 20233
Naviter Wealth, LLC 330.20%0.21%0.23%Q1 2023Q3 20233
AlphaCore Capital LLC 330.13%0.16%0.22%Q1 2023Q3 20233
MRP Capital Investments, LLC 330.02%0.04%0.05%Q4 2022Q2 20233
Allen Investment Management, LLC 330.03%0.14%0.23%Q1 2023Q3 20233
WELD CAPITAL MANAGEMENT LLC 210.33%0.47%0.60%Q4 2018Q3 20193
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Goldstein Advisors, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Advisors Preferred, LLC 110.00%0.02%0.02%Q2 2016Q3 20233
Boussard & Gavaudan Asset Management LP 220.12%0.13%0.14%Q1 2014Q2 20142
MANA Advisors LLC 110.85%1.56%2.26%Q3 2018Q2 20192
WEBSTER BANK, N. A. 220.00%0.00%0.00%Q4 2016Q1 20172
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
Western Wealth Management, LLC 110.01%0.02%0.02%Q3 2022Q3 20232
Providence Capital Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Aubrey Capital Management Ltd 110.05%0.66%1.28%Q3 2020Q3 20232
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Athanor Capital, LP 110.01%0.04%0.07%Q2 2019Q1 20212
Independence Bank of Kentucky 220.00%0.00%0.00%Q2 2023Q3 20232
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Holistic Financial Partners 220.00%0.00%0.00%Q4 2017Q1 20182
17 CAPITAL PARTNERS, LLC 220.62%0.69%0.77%Q2 2022Q3 20222
Woodline Partners LP 220.01%0.14%0.27%Q4 2022Q1 20232
OLD POINT TRUST & FINANCIAL SERVICES N A 110.01%0.05%0.10%Q4 2021Q2 20232
CHURCHILL MANAGEMENT Corp 220.08%0.09%0.09%Q3 2013Q4 20132
Shay Capital LLC 110.03%0.04%0.04%Q1 2021Q1 20222
Privium Fund Management B.V. 110.09%0.14%0.20%Q2 2022Q2 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Caption Management, LLC 110.10%0.31%0.53%Q2 2018Q2 20222
Heritage Trust Co 220.04%0.05%0.05%Q2 2023Q3 20232
SkyOak Wealth, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Ridgewood Investments LLC 220.02%0.03%0.03%Q1 2023Q2 20232
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Beirne Wealth Consulting Services, LLC 220.12%0.12%0.12%Q3 2020Q4 20202
McAdam, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Faithward Advisors, LLC 220.05%0.07%0.08%Q2 2023Q3 20232
First Command Bank 220.00%0.00%0.00%Q3 2021Q4 20212
360 Financial, Inc. 220.11%0.12%0.13%Q4 2021Q1 20222
Glenview Trust Co 220.01%0.01%0.02%Q2 2023Q3 20232
Sloy Dahl & Holst, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Lloyd Advisory Services, LLC. 110.01%0.11%0.21%Q1 2022Q3 20232
Connecticut Wealth Management, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
PATTON FUND MANAGEMENT, INC. 220.68%0.96%1.25%Q2 2019Q3 20192
Pinz Capital Management, LP 220.02%1.13%2.23%Q3 2021Q4 20212
Mine & Arao Wealth Creation & Management, LLC. 220.00%0.00%0.00%Q2 2022Q3 20222
IBEX WEALTH ADVISORS 110.01%0.28%0.55%Q4 2017Q2 20192
EPG Wealth Management LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Petix & Botte Co 110.06%0.07%0.07%Q3 2021Q3 20232
Syverson Strege & Co 110.01%0.01%0.02%Q3 2021Q1 20232
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
First Capital Advisors Group, LLC. 110.00%0.05%0.10%Q1 2018Q2 20232
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.06%0.07%0.07%Q3 2020Q4 20212
MAGNOLIA CAPITAL ADVISORS LLC 220.07%0.07%0.08%Q3 2021Q4 20212
Emerald Acquisition Ltd. 220.10%0.10%0.10%Q2 2016Q3 20162
Honeycomb Asset Management LP 113.86%5.01%6.17%Q1 2022Q3 20222
Consolidated Planning Corp 220.34%0.36%0.37%Q2 2022Q3 20222
Andar Capital Management HK Ltd 225.03%13.01%20.99%Q4 2022Q1 20232
Aspen Grove Capital, LLC 220.20%0.22%0.25%Q1 2023Q2 20232
Engrave Wealth Partners LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Simmons Bank 220.02%0.03%0.03%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 110.00%0.03%0.05%Q2 2018Q3 20232
BEL AIR INVESTMENT ADVISORS LLC 220.08%0.08%0.09%Q1 2021Q2 20212
Wellspring Financial Advisors, LLC 220.05%0.06%0.06%Q4 2021Q1 20222
Stevard, LLC 220.28%0.30%0.31%Q2 2020Q3 20202
Cribstone Capital Management, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
Fundsmith Long/Short Master Fund 223.43%3.46%3.50%Q4 2020Q1 20212
Atlas Private Wealth Advisors 220.00%0.00%0.00%Q4 2020Q1 20212
Scarborough Advisors, LLC 110.05%0.07%0.09%Q4 2021Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Folger Hill Asset Management LP 110.08%0.32%0.56%Q2 2016Q1 20182
Bordeaux Wealth Advisors LLC 110.14%0.14%0.14%Q4 2021Q2 20222
BNC WEALTH MANAGEMENT, LLC 110.01%0.10%0.20%Q3 2020Q4 20212
NinePointTwo Capital LLC 220.06%0.07%0.09%Q4 2021Q1 20222
Intermede Investment Partners Ltd 223.08%3.08%3.08%Q3 2020Q4 20202
Signition LP 110.12%0.18%0.24%Q3 2018Q2 20192
JEPPSON WEALTH MANAGEMENT, LLC 110.07%0.09%0.10%Q3 2020Q3 20232
Brightworth 220.02%0.02%0.02%Q3 2021Q4 20212
R&F Capital Advisors LP 220.52%0.59%0.66%Q4 2016Q1 20172
Hayden Royal, LLC 220.12%0.12%0.12%Q4 2019Q1 20202
Alight Capital Management LP 221.73%2.19%2.65%Q2 2023Q3 20232
Wealthgate Family Office, LLC 220.34%0.37%0.40%Q4 2020Q1 20212
NORTHERN TRUST CO OF CONNECTICUT 220.14%0.15%0.15%Q2 2013Q3 20132
CORNERCAP INVESTMENT COUNSEL INC 220.05%0.19%0.33%Q2 2023Q3 20232
EMJ Capital Ltd. 110.45%1.45%2.44%Q4 2021Q4 20212
Bridgewater Wealth & Financial Management, LLC 221.29%1.68%2.08%Q3 2017Q4 20172
ROVIN CAPITAL /UT/ /ADV 220.10%0.11%0.12%Q2 2023Q3 20232
Sharkey, Howes & Javer 220.01%0.03%0.04%Q1 2015Q2 20152
Donald L. Hagan, LLC 110.00%0.01%0.02%Q3 2015Q1 20162
Immersion Capital LLP 222.60%5.67%8.74%Q4 2022Q1 20232
True North Advisors, LLC 220.06%0.08%0.08%Q2 2023Q3 20232
Alpha DNA Investment Management LLC 110.02%0.40%0.78%Q1 2021Q2 20222
Annapolis Financial Services, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Farmers National Bank 220.01%0.01%0.01%Q1 2019Q2 20192
Acrospire Investment Management LLC 220.02%0.05%0.08%Q1 2017Q2 20172
TCG Advisors, LP 220.32%0.35%0.39%Q3 2019Q4 20192
Destiny Wealth Partners, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Capital Planning Advisors, LLC 110.04%0.11%0.17%Q4 2021Q3 20232
Teamwork Financial Advisors, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Alta Park Capital, LP 222.11%3.49%4.87%Q4 2015Q1 20162
Syntal Capital Partners, LLC 220.62%0.74%0.86%Q2 2021Q3 20212
WCG Wealth Advisors LLC 220.04%0.04%0.04%Q2 2022Q3 20222
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2016Q4 20162
ARMISTICE CAPITAL, LLC 110.11%0.21%0.31%Q4 2021Q3 20222
CKW FINANCIAL GROUP 220.00%0.01%0.02%Q1 2014Q2 20142
Peninsula Wealth, LLC 220.26%0.26%0.26%Q2 2023Q3 20232
Vantage Investment Advisors, LLC 220.12%0.12%0.12%Q2 2018Q3 20182
Naya Management LLP 229.27%9.73%10.18%Q4 2013Q1 20142
AO Asset Management, LP 220.66%1.17%1.68%Q4 2021Q1 20222
Bank of New Hampshire 220.00%0.00%0.00%Q2 2023Q3 20232
LUCUS ADVISORS LLC 220.14%0.19%0.23%Q2 2015Q3 20152
Sculptor Capital LP 110.06%0.30%0.54%Q1 2021Q3 20222
Princeton Alpha Management LP 110.70%0.77%0.84%Q4 2015Q1 20172
BIP Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SORA INVESTORS LLC 221.31%2.90%4.48%Q1 2022Q2 20222
SVA Wealth Management, LLC 220.02%0.04%0.05%Q3 2020Q4 20202
Winch Advisory Services, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
GUARDIAN WEALTH ADVISORS, LLC / NC 220.16%0.20%0.25%Q4 2021Q1 20222
Trevian Wealth Management LLC 220.20%0.24%0.27%Q4 2021Q1 20222
Carlson Capital Management 220.01%0.01%0.02%Q2 2023Q3 20232
Endowment Wealth Management, Inc. 220.25%0.26%0.28%Q2 2023Q3 20232
Teramo Advisors, LLC 110.05%0.09%0.13%Q2 2022Q2 20222
TigerShark Management, LLC 220.72%0.80%0.89%Q2 2013Q3 20132
Sandy Cove Advisors, LLC 220.10%0.12%0.14%Q4 2021Q1 20222
PARADIGM ASSET MANAGEMENT CO LLC 220.04%0.04%0.04%Q4 2019Q1 20202
Beaird Harris Wealth Management, LLC 110.00%0.00%0.01%Q1 2022Q4 20222
Polen Capital Management 225.39%5.41%5.42%Q2 2013Q3 20132
Red Tortoise LLC 110.02%0.02%0.02%Q3 2021Q4 20222
Nine Chapters Capital Management LLC 110.10%0.15%0.19%Q1 2014Q2 20152
SWARTHMORE GROUP INC 220.09%0.56%1.03%Q1 2022Q2 20222
Intelligent Financial Strategies 220.25%0.28%0.31%Q4 2021Q1 20222
QUENTEC ASSET MANAGEMENT LLC 220.81%1.51%2.22%Q1 2015Q2 20152
Raub Brock Capital Management LP 223.93%4.18%4.44%Q2 2023Q3 20232
Litman Gregory Wealth Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
APEX CAPITAL, LLC 221.86%1.90%1.94%Q2 2013Q3 20132
SageView Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
iSAM Funds (UK) Ltd 220.13%0.18%0.23%Q2 2023Q3 20232
Beacon Capital Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MAYPORT, LLC 221.88%2.29%2.70%Q4 2021Q1 20222
FSC Wealth Advisors, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
PROVENCE WEALTH MANAGEMENT GROUP 110.18%0.19%0.19%Q1 2023Q3 20232
WealthStone, Inc. 220.08%0.08%0.09%Q4 2020Q1 20212
Twenty Acre Capital LP 225.44%5.59%5.75%Q2 2023Q3 20232
Carr Financial Group Corp 220.09%0.10%0.10%Q1 2023Q2 20232
Momentum Advisors, LLC 220.22%0.23%0.24%Q3 2022Q4 20222
Tevis Investment Management 220.36%0.42%0.47%Q4 2021Q1 20222
HARTLINE INVESTMENT CORP/ 220.05%0.05%0.06%Q2 2023Q3 20232
Segantii Capital Management Ltd 220.08%0.09%0.10%Q4 2021Q1 20222
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Executive Wealth Management, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
DoubleLine ETF Adviser LP 220.35%0.38%0.40%Q4 2022Q1 20232
Fortune Financial Advisors, LLC 220.30%0.32%0.35%Q2 2023Q3 20232
Breakwater Capital Group 220.16%0.16%0.17%Q2 2023Q3 20232
Mendota Financial Group, LLC 220.19%0.20%0.20%Q2 2023Q3 20232
INSIGNEO ADVISORY SERVICES, LLC 220.06%0.08%0.09%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Milestone Investment Advisors LLC 110.06%0.07%0.07%Q1 2023Q3 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.20%0.22%0.24%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.22%0.22%0.22%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.43%0.45%0.47%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.17%0.23%0.28%Q2 2023Q3 20232
INVESCO, LLC 220.62%0.66%0.70%Q2 2023Q3 20232
Etesian Wealth Advisors, Inc. 220.16%0.17%0.18%Q2 2023Q3 20232
Peoples Bank/KS 220.09%0.09%0.10%Q3 2023Q4 20232
PFS Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ROMANO BROTHERS AND COMPANY 110.00%0.18%0.35%Q4 2022Q3 20232
South Dakota Investment Council 220.02%0.02%0.02%Q2 2023Q3 20232
SCHF (GPE), LLC 222.73%2.74%2.75%Q4 2020Q1 20212
Alphadyne Asset Management LP 110.06%0.16%0.26%Q3 2023Q3 20232
Ibex Investors LLC 110.34%0.42%0.50%Q2 2020Q1 20212
Axiom Investment Management LLC 110.03%0.04%0.05%Q2 2019Q3 20222
Smart Portfolios, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
GUARDIAN CAPITAL ADVISORS LP 220.10%0.13%0.16%Q2 2023Q3 20232
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
KELLEHER FINANCIAL ADVISORS 110.12%0.13%0.14%Q3 2021Q2 20222
Elm Ridge Management, LLC 221.43%1.81%2.18%Q1 2017Q2 20172
New Jersey Better Educational Savings Trust 220.41%0.47%0.54%Q3 2021Q4 20212
WMS Partners, LLC 110.04%0.05%0.05%Q4 2019Q4 20212
Argentus Capital Management, LLC 220.05%0.08%0.11%Q3 2015Q4 20152
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.25%0.25%0.25%Q1 2016Q3 20172
Granite Investment Advisors, LLC 220.40%0.42%0.44%Q2 2019Q3 20192
ARS Investment Partners, LLC 220.02%0.03%0.03%Q3 2021Q4 20212
IMC-Chicago, LLC 110.03%0.04%0.04%Q3 2021Q3 20212
INTACT INVESTMENT MANAGEMENT INC. 220.01%0.01%0.01%Q2 2022Q3 20222
Truepoint, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Capital Directions Investment Advisors, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
TFS CAPITAL LLC 110.07%0.12%0.16%Q2 2016Q2 20172
Busey Bank 220.01%0.01%0.01%Q3 2021Q4 20212
Schonfeld Group Holdings LLC 220.09%0.11%0.13%Q4 2013Q1 20142
Apriem Advisors 220.00%0.00%0.00%Q4 2016Q1 20172
ACUITY INVESTMENT MANAGEMENT INC 220.25%0.36%0.46%Q4 2014Q1 20152
Ativo Capital Management LLC 220.62%0.64%0.66%Q1 2022Q2 20222
Serengeti Asset Management LP 221.49%1.95%2.40%Q4 2013Q1 20142
J.W. COLE ADVISORS, INC. 110.02%0.04%0.06%Q3 2020Q4 20212
FRIESS ASSOCIATES LLC 220.04%0.89%1.74%Q4 2020Q1 20212
TradeLink Global Equity LLC 110.07%0.16%0.24%Q3 2013Q2 20142
Red Granite Advisors LLC 220.21%1.13%2.04%Q2 2013Q3 20132
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.22%0.23%0.24%Q3 2020Q4 20202
ORRSTOWN FINANCIAL SERVICES INC 220.01%0.01%0.01%Q3 2014Q4 20142
ALPHASIMPLEX GROUP, LLC 220.41%0.45%0.48%Q3 2021Q4 20212
BANK OF STOCKTON 220.06%0.06%0.06%Q3 2021Q4 20212
BBVA USA 220.24%0.24%0.24%Q2 2021Q3 20212
Platinum Management (NY) LLC 110.74%1.76%2.79%Q2 2013Q3 20142
KLINGENSTEIN FIELDS & CO LP 110.01%0.01%0.01%Q2 2013Q4 20132
EJF Capital LLC 220.18%0.31%0.43%Q3 2022Q4 20222
Kidron Capital LLC 2213.62%15.24%16.85%Q4 2014Q1 20152
Miura Global Management 220.40%0.44%0.48%Q4 2019Q1 20202
Aris Wealth Services, Inc. 220.00%0.00%0.00%Q1 2015Q2 20152
FOUNDERS FINANCIAL SECURITIES LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Equitable Holdings, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
BRC Investment Management LLC 221.81%1.83%1.85%Q4 2013Q1 20142
Sabal Trust CO 220.09%0.10%0.11%Q2 2023Q3 20232
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Acropolis Investment Management, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Insight Holdings Group, LLC 220.03%0.09%0.14%Q4 2022Q1 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
CLOUGH CAPITAL PARTNERS L P 220.63%0.71%0.78%Q2 2020Q3 20202
CURIAN CAPITAL LLC 220.03%0.03%0.03%Q2 2015Q3 20152
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 220.25%0.25%0.25%Q2 2017Q3 20172
ASCEND CAPITAL, LLC 110.05%0.25%0.44%Q2 2013Q3 20182
GENESEE VALLEY TRUST CO 220.28%0.30%0.32%Q2 2013Q3 20132
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.02%Q4 2014Q4 20212
SCOUT CAPITAL MANAGEMENT LLC 221.35%1.72%2.09%Q2 2013Q3 20132
CHEMICAL BANK 220.09%0.10%0.11%Q1 2019Q2 20192
BOGLE INVESTMENT MANAGEMENT L P /DE/ 220.91%0.98%1.05%Q2 2018Q3 20182
SELECT EQUITY GROUP INC 221.08%1.26%1.44%Q2 2013Q3 20132
Alpha Quant Advisors, LLC 220.00%0.50%1.01%Q4 2018Q1 20192
PRW Wealth Management LLC 220.01%0.01%0.01%Q4 2018Q1 20192
MQS Management LLC 220.16%0.19%0.23%Q4 2022Q1 20232
NKCFO LLC 220.10%0.10%0.11%Q4 2018Q1 20192
Oak Thistle LLC 220.39%0.43%0.46%Q4 2021Q1 20222
Sepio Capital, LP 220.02%0.02%0.02%Q2 2023Q3 20232
Kozak & Associates, Inc. 110.00%0.00%0.01%Q3 2021Q3 20232
NORTHSTAR INVESTMENT ADVISORS LLC 220.45%0.51%0.58%Q1 2021Q2 20212
Triodos Investment Management BV 221.34%1.36%1.38%Q2 2018Q3 20182
Qsemble Capital Management, LP 220.17%0.40%0.63%Q1 2023Q2 20232
D1 Capital Partners L.P. 110.29%0.49%0.70%Q4 2022Q2 20232
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
FNY Investment Advisers, LLC 110.01%0.02%0.03%Q2 2019Q3 20212
Retirement Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
West Branch Capital LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Campbell Wealth Management 110.02%0.03%0.03%Q2 2020Q4 20212
WealthBridge Capital Management, LLC 220.04%0.04%0.04%Q4 2018Q1 20192
SWS Partners 110.03%0.03%0.04%Q1 2018Q1 20222
Cinctive Capital Management LP 110.04%0.04%0.04%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
IPG Investment Advisors LLC 110.14%0.14%0.14%Q1 2017Q1 20171
Team Hewins, LLC 110.59%0.59%0.59%Q3 2023Q3 20231
Semus Wealth Partners LLC 110.20%0.20%0.20%Q3 2023Q3 20231
SCHOLTZ & COMPANY, LLC 112.27%2.27%2.27%Q3 2023Q3 20231
BARING ASSET MANAGEMENT Ltd 110.10%0.10%0.10%Q3 2017Q3 20171
MARATHON CAPITAL MANAGEMENT 110.19%0.19%0.19%Q3 2021Q3 20211
Mill Creek Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ACCURATE INVESTMENT SOLUTIONS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hitchwood Capital Management LP 110.26%0.26%0.26%Q4 2015Q4 20151
Pacific Wealth Management 110.17%0.17%0.17%Q3 2023Q3 20231
Concentric Capital Strategies, LP 110.17%0.17%0.17%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Bridgefront Capital, LLC 110.16%0.16%0.16%Q1 2021Q1 20211
Boussard & Gavaudan Investment Management LLP 110.16%0.16%0.16%Q3 2014Q3 20141
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Ignite Planners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Founders Fund IV Management, LLC 11100.00%100.00%100.00%Q1 2022Q1 20221
Sonoma Private Wealth LLC 110.59%0.59%0.59%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
West Tower Group, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Orion Capital Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Compass Ion Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
HOLDERNESS INVESTMENTS CO 110.06%0.06%0.06%Q4 2021Q4 20211
Red Wave Investments LLC 110.08%0.08%0.08%Q4 2021Q4 20211
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 111.06%1.06%1.06%Q1 2020Q1 20201
CIM INVESTMENT MANAGEMENT INC 110.13%0.13%0.13%Q4 2021Q4 20211
BLACKTHORN INVESTMENT GROUP LLC 110.14%0.14%0.14%Q2 2013Q2 20131
Melvin Capital Management LP 111.00%1.00%1.00%Q1 2019Q1 20191
PALLADIEM, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Credit Capital Investments LLC 110.40%0.40%0.40%Q1 2022Q1 20221
Values Added Financial LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Thrax Management, LLC 110.20%0.20%0.20%Q3 2016Q3 20161
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
PCA Investment Advisory Services Inc. 110.07%0.07%0.07%Q2 2023Q2 20231
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
OneAscent Wealth Management LLC 110.55%0.55%0.55%Q4 2020Q4 20201
ABLE Financial Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
OFI INVEST ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
National Wealth Management Group, LLC 110.54%0.54%0.54%Q1 2023Q1 20231
Belvedere Trading LLC 110.01%0.01%0.01%Q4 2014Q4 20141
UNIVERSITY OF NOTRE DAME DU LAC 113.61%3.61%3.61%Q3 2021Q3 20211
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Allegiant Private Advisors, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
MILLER HOWARD INVESTMENTS INC /NY 110.00%0.00%0.00%Q1 2017Q1 20171
Bell Bank 110.03%0.03%0.03%Q2 2022Q2 20221
ELEVATUS WELATH MANAGEMENT 111.64%1.64%1.64%Q3 2023Q3 20231
Rothschild & Co Wealth Management UK Ltd 110.01%0.01%0.01%Q2 2014Q2 20141
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Beacon Harbor Wealth Advisors, Inc. 111.81%1.81%1.81%Q2 2020Q2 20201
Kure Advisory, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Castle Rock Wealth Management, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
HERSHEY TRUST CO 110.00%0.00%0.00%Q4 2020Q4 20201
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NORDEN GROUP LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Ramirez Asset Management, Inc. 110.21%0.21%0.21%Q3 2023Q3 20231
Private Advisory Group LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.44%0.44%0.44%Q3 2023Q3 20231
Halpern Financial, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
QRG CAPITAL MANAGEMENT, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Arlington Trust Co LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Annis Gardner Whiting Capital Advisors, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Price Capital Management, Inc. 110.14%0.14%0.14%Q1 2015Q1 20151
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
TKG Advisors, LLC 111.72%1.72%1.72%Q4 2021Q4 20211
Tech Square Trading LP 111.41%1.41%1.41%Q4 2018Q4 20181
United Community Bank 110.05%0.05%0.05%Q3 2023Q3 20231
NEOS Investment Management LLC 110.85%0.85%0.85%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
SYQUANT CAPITAL SAS 111.57%1.57%1.57%Q3 2019Q3 20191
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.36%0.36%0.36%Q2 2018Q2 20181
Trustees of Princeton University 111.15%1.15%1.15%Q4 2020Q4 20201
SCGE MANAGEMENT, L.P. 115.26%5.26%5.26%Q2 2017Q2 20171
THORNBURG INVESTMENT MANAGEMENT INC 110.07%0.07%0.07%Q2 2013Q2 20131
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Tandem Wealth Advisors LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q1 2019Q1 20191
Empire Life Investments Inc. 111.70%1.70%1.70%Q4 2016Q4 20161
StoneX Group Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
WD RUTHERFORD LLC 110.04%0.04%0.04%Q4 2020Q4 20201
TradeLink Capital LLC 110.65%0.65%0.65%Q1 2016Q1 20161
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Bluefin Trading, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
GYL FINANCIAL SYNERGIES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 110.04%0.04%0.04%Q4 2017Q4 20171
REGENTS OF THE UNIVERSITY OF CALIFORNIA 111.86%1.86%1.86%Q2 2013Q2 20131
FDO Partners, LLC 110.49%0.49%0.49%Q4 2016Q4 20161
Good Harbor Financial, LLC 110.04%0.04%0.04%Q3 2015Q3 20151
WIT, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Roble, Belko & Company, Inc 110.02%0.02%0.02%Q2 2020Q2 20201
TOBAM 110.00%0.00%0.00%Q3 2023Q3 20231
Ardmore Road Asset Management LP 115.99%5.99%5.99%Q1 2023Q1 20231
USCA RIA LLC 110.17%0.17%0.17%Q1 2020Q1 20201
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.14%0.14%0.14%Q4 2017Q4 20171
Crew Capital Management, Ltd. 111.44%1.44%1.44%Q3 2023Q3 20231
MARSHALL WACE ASIA Ltd 110.70%0.70%0.70%Q1 2017Q1 20171
FRONTIER CAPITAL MANAGEMENT CO LLC 110.37%0.37%0.37%Q2 2013Q2 20131
Soroban Capital Partners LP 110.72%0.72%0.72%Q3 2014Q3 20141
Castle Financial & Retirement Planning Associates, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
LMR Master Fund Ltd 110.37%0.37%0.37%Q4 2013Q4 20131
MARTIN & CO INC /TN/ 110.07%0.07%0.07%Q3 2023Q3 20231
COOKSON PEIRCE & CO INC 111.32%1.32%1.32%Q3 2023Q3 20231
CYPRESS CAPITAL MANAGEMENT LLC 110.09%0.09%0.09%Q3 2022Q3 20221
F/M Investments LLC 110.23%0.23%0.23%Q1 2022Q1 20221
Hall Kathryn A. 110.49%0.49%0.49%Q2 2014Q2 20141
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
Tower View Wealth Management LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Amiya Capital LLP 111.77%1.77%1.77%Q3 2015Q3 20151
Ally Financial Inc. 110.12%0.12%0.12%Q2 2013Q2 20131
AFT, FORSYTH & COMPANY, INC. 110.12%0.12%0.12%Q4 2021Q4 20211
ALTERNA WEALTH MANAGEMENT, INC 110.04%0.04%0.04%Q4 2018Q4 20181
Ten Capital Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Junson Asset Management (Hong Kong) Ltd 112.31%2.31%2.31%Q2 2022Q2 20221
Turim 21 Investimentos Ltda. 111.20%1.20%1.20%Q2 2023Q2 20231
9258 Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Wellington Shields & Co., LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Wellington Shields Capital Management, LLC 110.06%0.06%0.06%Q2 2017Q2 20171
LGL PARTNERS, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Julex Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
qPULA Trading Management LP 110.54%0.54%0.54%Q4 2020Q4 20201
Cordant, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.11%0.11%0.11%Q3 2022Q3 20221
Leverage Partners Absolute Return Fund SPC 111.04%1.04%1.04%Q3 2021Q3 20211
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q4 2020Q4 20201
GREEN ARROW CAPITAL MANAGEMENT LLC 110.65%0.65%0.65%Q1 2014Q1 20141
Vanderbilt University 110.51%0.51%0.51%Q3 2023Q3 20231
Bull Oak Capital, LLC 110.66%0.66%0.66%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.30%0.30%0.30%Q1 2022Q1 20221
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
CORRADO ADVISORS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PHYSICIANS FINANCIAL SERVICES, INC. 110.03%0.03%0.03%Q4 2015Q4 20151
Smith, Salley & Associates 110.05%0.05%0.05%Q3 2023Q3 20231
Aquire Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Verus Financial Partners, Inc. 110.40%0.40%0.40%Q3 2020Q3 20201
Monument Capital Management 110.10%0.10%0.10%Q2 2022Q2 20221
Voleon Capital Management LP 110.69%0.69%0.69%Q2 2019Q2 20191
INCEPTIONR LLC 110.24%0.24%0.24%Q3 2023Q3 20231
KANHA CAPITAL, LP 1110.90%10.90%10.90%Q4 2016Q4 20161
AMUSSEN HUNSAKER ASSOCIATES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
JUMP TRADING, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
PACES FERRY WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Nantahala Capital Management 110.99%0.99%0.99%Q2 2013Q2 20131
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Garda Capital Partners LP 110.15%0.15%0.15%Q4 2022Q4 20221
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Lenox Wealth Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Vident Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 110.09%0.09%0.09%Q3 2023Q3 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Hollow Brook Wealth Management LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Fortis Group Advisors, LLC 110.15%0.15%0.15%Q3 2020Q3 20201
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q4 2016Q4 20161
CAMDEN NATIONAL CORP 110.08%0.08%0.08%Q1 2021Q1 20211
NovaPoint Capital, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Capstone Triton Financial Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SPRING CREEK CAPITAL LLC 110.13%0.13%0.13%Q2 2018Q2 20181
Indices-Pac Research Corp. 110.14%0.14%0.14%Q3 2013Q3 20131
CTC LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Bank Pictet & Cie (Europe) AG 110.48%0.48%0.48%Q1 2023Q1 20231
RUSHMORE INVESTMENT ADVISORS, INC. 110.29%0.29%0.29%Q2 2013Q2 20131
Bristlecone Advisors, LLC 110.03%0.03%0.03%Q3 2017Q3 20171
ZBI Equities, L.L.C. 113.80%3.80%3.80%Q4 2013Q4 20131
Elequin Capital, LP 110.01%0.01%0.01%Q4 2022Q4 20221
First Pacific Financial 110.01%0.01%0.01%Q3 2023Q3 20231
FULTON BREAKEFIELD BROENNIMAN LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SENTINEL TRUST CO LBA 110.06%0.06%0.06%Q4 2021Q4 20211
Silver Bridge Capital Management LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Irish Life Investment Managers Ltd. 110.10%0.10%0.10%Q2 2013Q2 20131
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
EFG CAPITAL INTERNATIONAL CORP. 110.76%0.76%0.76%Q2 2023Q2 20231
MARIETTA INVESTMENT PARTNERS LLC 110.05%0.05%0.05%Q4 2021Q4 20211
TRG Investments, LLC 111.50%1.50%1.50%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Meritage Group LP 110.06%0.06%0.06%Q4 2016Q4 20161
Members Trust Co 110.01%0.01%0.01%Q4 2021Q4 20211
JAT CAPITAL MANAGEMENT, L.P. 110.20%0.20%0.20%Q4 2013Q4 20131
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Leap Investments LP 110.37%0.37%0.37%Q1 2020Q1 20201
Aprio Wealth Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
W Capital Management, LLC 112.48%2.48%2.48%Q4 2021Q4 20211
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
BEAM WEALTH ADVISORS, INC. 110.25%0.25%0.25%Q4 2021Q4 20211
LAKE STREET FINANCIAL LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Menard Financial Group LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MIROVA 110.01%0.01%0.01%Q3 2020Q3 20201
FNY Managed Accounts LLC 110.30%0.30%0.30%Q1 2017Q1 20171
Center Lake Capital Management, LLC 1111.68%11.68%11.68%Q2 2022Q2 20221
Wahed Invest LLC 111.12%1.12%1.12%Q4 2021Q4 20211
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CRAMER ROSENTHAL MCGLYNN LLC 110.15%0.15%0.15%Q2 2013Q2 20131
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
Copperwynd Financial, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Provenire Capital, LLC 112.33%2.33%2.33%Q4 2019Q4 20191
Sante Capital Fund, LP 110.31%0.31%0.31%Q1 2022Q1 20221
Legacy Wealth Planning, LLC 110.23%0.23%0.23%Q2 2021Q2 20211
CADINHA & CO LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CAMPBELL CAPITAL MANAGEMENT INC 112.63%2.63%2.63%Q4 2023Q4 20231
CM WEALTH ADVISORS LLC 110.22%0.22%0.22%Q2 2023Q2 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
West Oak Capital, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Powell Investment Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Fortis Capital Management LLC 112.06%2.06%2.06%Q1 2022Q1 20221
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Aureus Asset Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Fortress Investment Group LLC 110.04%0.04%0.04%Q4 2014Q4 20141
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.01%0.01%0.01%Q3 2023Q3 20231
BAKER BOYER NATIONAL BANK 110.14%0.14%0.14%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
MARK MORRIS ET AL 110.03%0.03%0.03%Q2 2013Q2 20131
Shepherd Financial Partners LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Dorsey Wright & Associates 110.24%0.24%0.24%Q2 2015Q2 20151
Core Wealth Advisors, Inc. 110.66%0.66%0.66%Q1 2022Q1 20221
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Weiss Asset Management LP 110.13%0.13%0.13%Q1 2020Q1 20201
BOYS ARNOLD & CO INC 110.04%0.04%0.04%Q1 2020Q1 20201
Indiana Trust & Investment Management CO 110.05%0.05%0.05%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
Keeley-Teton Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
LEVEL FOUR FINANCIAL, LLC 110.13%0.13%0.13%Q3 2021Q3 20211
Atreides Management, LP 111.90%1.90%1.90%Q4 2022Q4 20221
MARK ASSET MANAGEMENT LP 110.02%0.02%0.02%Q3 2013Q3 20131
Meridian Wealth Advisors, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Benin Management CORP 110.08%0.08%0.08%Q3 2023Q3 20231
Hartford Financial Management Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Bornite Capital Management LP 113.80%3.80%3.80%Q2 2022Q2 20221
Passport Capital, LLC 110.41%0.41%0.41%Q3 2015Q3 20151
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Chapman Investment Management, LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Clark Capital Management Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
CALDWELL & ORKIN INC 111.11%1.11%1.11%Q2 2016Q2 20161
CALIBER WEALTH MANAGEMENT, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Pergamon Offshore Advisors, L.P. 110.44%0.44%0.44%Q2 2015Q2 20151
FIDUCIENT ADVISORS LLC 110.54%0.54%0.54%Q4 2022Q4 20221
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2017Q3 20171
Austin Private Wealth, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.12%0.12%0.12%Q4 2022Q4 20221
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
CFO4Life Group, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Amici Capital, LLC 111.34%1.34%1.34%Q4 2016Q4 20161
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
TRANSCEND CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
XTX MARKETS LLC 110.67%0.67%0.67%Q4 2020Q4 20201
TURNER INVESTMENTS LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Spartan Planning & Wealth Management 110.37%0.37%0.37%Q3 2023Q3 20231
Nebula Research & Development LLC 110.51%0.51%0.51%Q3 2023Q3 20231
1900 WEALTH MANAGEMENT LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Triton Wealth Management, PLLC 110.48%0.48%0.48%Q1 2020Q1 20201
Stonehage Fleming (UK) Ltd 111.34%1.34%1.34%Q1 2014Q1 20141
BLUESTEIN R H & CO LLC 110.03%0.03%0.03%Q2 2014Q2 20141
CR Intrinsic Investors, LLC 110.26%0.26%0.26%Q2 2013Q2 20131
Graham Capital Management, L.P. 110.33%0.33%0.33%Q2 2023Q2 20231
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Hills Bank & Trust Co 110.04%0.04%0.04%Q3 2023Q3 20231
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Baring International Investment Ltd 110.35%0.35%0.35%Q2 2013Q2 20131
Prosperity Consulting Group, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Confluence Wealth Services, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
BTG Pactual Global Asset Management Ltd 110.92%0.92%0.92%Q4 2022Q4 20221
America First Investment Advisors, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Allred Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NEW YORK LIFE TRUST CO 110.22%0.22%0.22%Q4 2015Q4 20151
VANCE WEALTH, INC. 110.40%0.40%0.40%Q3 2023Q3 20231
JAMISON EATON & WOOD INC /NJ 110.01%0.01%0.01%Q3 2013Q3 20131
Operose Advisors LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Shannon River Fund Management LLC 110.64%0.64%0.64%Q4 2021Q4 20211
BW Gestao de Investimentos Ltda. 110.68%0.68%0.68%Q4 2019Q4 20191
Pinnacle Private Wealth, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Foundation Asset Management, LP 114.22%4.22%4.22%Q1 2014Q1 20141
DC Investments Management, LLC 110.29%0.29%0.29%Q4 2021Q4 20211
DSAM Partners (London) Ltd 113.58%3.58%3.58%Q2 2021Q2 20211
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
BluePath Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Apex Capital Management 110.01%0.01%0.01%Q2 2015Q2 20151
REGATTA CAPITAL GROUP, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Clarkston Capital Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
JS Capital Management LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Regal Investment Advisors LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Evolution Advisers, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Solidarity Wealth, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OVERSEA-CHINESE BANKING Corp Ltd 110.02%0.02%0.02%Q3 2023Q3 20231
Connective Portfolio Management, LLC 112.98%2.98%2.98%Q4 2021Q4 20211
Marathon Trading Investment Management LLC 110.04%0.04%0.04%Q3 2020Q3 20201
HAMILTON LANE ADVISORS LLC 110.31%0.31%0.31%Q2 2021Q2 20211
Steinberg Global Asset Management 110.20%0.20%0.20%Q1 2019Q1 20191
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Diametric Capital, LP 110.20%0.20%0.20%Q3 2018Q3 20181
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.38%0.38%0.38%Q3 2023Q3 20231
Sterling Global Strategies LLC 110.02%0.02%0.02%Q4 2018Q4 20181
COTTONWOOD CAPITAL ADVISORS, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
CRITERION CAPITAL MANAGEMENT LLC 110.16%0.16%0.16%Q4 2014Q4 20141
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.01%0.01%Q3 2021Q3 20211
Quadrature Capital LLP 110.75%0.75%0.75%Q1 2015Q1 20151
Destination Wealth Management 110.00%0.00%0.00%Q2 2019Q2 20191
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Beck Bode, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
MWA Asset Management 110.49%0.49%0.49%Q3 2023Q3 20231
KCL Capital, L.P. 110.10%0.10%0.10%Q1 2021Q1 20211
BINGHAM OSBORN & SCARBOROUGH LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Worth Asset Management, LLC 111.64%1.64%1.64%Q3 2023Q3 20231
Vahanian & Associates Financial Planning Inc. 110.32%0.32%0.32%Q4 2021Q4 20211
ALETHEA CAPITAL MANAGEMENT, LLC 110.46%0.46%0.46%Q4 2021Q4 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Beacon Pointe Wealth Advisors, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
VIRGINIA RETIREMENT SYSTEM 110.17%0.17%0.17%Q1 2016Q1 20161
WEXFORD CAPITAL LP 110.10%0.10%0.10%Q1 2023Q1 20231
Quantum Financial Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ANGELES WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
PLATINUM GROVE ASSET MANAGEMENT, LP 110.69%0.69%0.69%Q3 2013Q3 20131
Astoria Portfolio Advisors LLC. 110.09%0.09%0.09%Q2 2023Q2 20231
Cross Staff Investments Inc 110.35%0.35%0.35%Q4 2021Q4 20211
Rather & Kittrell, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Wildcat Capital Management, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Brendel Financial Advisors LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Utah Peaks Capital Inc 110.91%0.91%0.91%Q4 2022Q4 20221
Cercano Management LLC 110.49%0.49%0.49%Q1 2023Q1 20231
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Fifth Third Wealth Advisors LLC 110.10%0.10%0.10%Q4 2023Q4 20231
WIN ADVISORS, INC 110.10%0.10%0.10%Q3 2023Q3 20231
RENAISSANCE GROUP LLC 111.16%1.16%1.16%Q2 2013Q2 20131
COOLIDGE FRANCIS L 110.43%0.43%0.43%Q2 2013Q2 20131
Advanced Portfolio Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
INVESTMENT PARTNERS, LTD. 110.07%0.07%0.07%Q3 2022Q3 20221
FREEDOM WEALTH ALLIANCE, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
New Harbor Financial Group, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
GoalFusion Wealth Management, LLC 110.15%0.15%0.15%Q4 2023Q4 20231
SPX Gestao de Recursos Ltda 110.52%0.52%0.52%Q1 2014Q1 20141
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
VISTA FINANCE, LLC 110.52%0.52%0.52%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.03%0.03%0.03%Q4 2021Q4 20211
CHASE INVESTMENT COUNSEL CORP 110.25%0.25%0.25%Q3 2023Q3 20231
Delta Lloyd Asset Management N.V. 110.39%0.39%0.39%Q2 2017Q2 20171
Sterling Ridge Capital Management LP 110.94%0.94%0.94%Q2 2015Q2 20151
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 110.72%0.72%0.72%Q2 2020Q2 20201
NBT BANK N A /NY 110.04%0.04%0.04%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Legacy Capital Wealth Partners, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Geneva Advisors, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Manteio Capital LLC 110.26%0.26%0.26%Q4 2021Q4 20211
HST Ventures, LLC 113.22%3.22%3.22%Q1 2022Q1 20221
Charles Schwab Trust Co 110.05%0.05%0.05%Q4 2020Q4 20201
PACIFIC SUN FINANCIAL CORP 110.15%0.15%0.15%Q4 2017Q4 20171
MARSICO CAPITAL MANAGEMENT LLC 110.31%0.31%0.31%Q3 2023Q3 20231
Visionary Asset Management, Inc. 110.07%0.07%0.07%Q2 2018Q2 20181
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 110.79%0.79%0.79%Q1 2023Q1 20231
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Crosspoint Capital Strategies, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Twelve Points Wealth Management LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Five Oceans Advisors 110.14%0.14%0.14%Q3 2023Q3 20231
COASTAL INVESTMENT MANAGEMENT, L.P. 114.51%4.51%4.51%Q4 2019Q4 20191
RIA Advisory Group LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Chimera Capital Management LLC 110.10%0.10%0.10%Q4 2022Q4 20221
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Triangle Securities Wealth Management 110.03%0.03%0.03%Q2 2013Q2 20131
C2C Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Myriad Asset Management Ltd. 110.10%0.10%0.10%Q4 2021Q4 20211
Elkhorn Investments, LLC 110.87%0.87%0.87%Q1 2017Q1 20171
TITLEIST CAPITAL, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
KENNICOTT CAPITAL MANAGEMENT LLC 110.81%0.81%0.81%Q4 2022Q4 20221
Silicon Valley Community Foundation 110.08%0.08%0.08%Q4 2021Q4 20211
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Centerline Investment Partners, LP 111.70%1.70%1.70%Q3 2014Q3 20141
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Gitterman Wealth Management, LLC 110.32%0.32%0.32%Q4 2021Q4 20211
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Deuterium Capital Management, LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
Covenant Multifamily Offices, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Jessup Wealth Management, Inc 113.10%3.10%3.10%Q3 2023Q3 20231
BOULDER HILL CAPITAL MANAGEMENT LP 110.83%0.83%0.83%Q1 2022Q1 20221
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 110.05%0.05%0.05%Q2 2021Q2 20211
External links

This page lists all the filers that currently own INTUIT or have owned INTUIT in the past.