LLOYDS BANKING GROUP PLC shareholder history

Current and past LLOYDS BANKING GROUP PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023100
Citadel Advisors 31100.00%0.00%0.00%Q2 2013Q3 202394
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202374
WOLVERINE TRADING, LLC 2420.00%0.00%0.00%Q2 2016Q1 202364
Cutler Group LLC / CA 1660.00%0.00%0.03%Q4 2015Q1 202254
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202346
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.01%Q1 2012Q3 202346
Walleye Trading LLC 710.00%0.00%0.01%Q3 2015Q3 202344
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202343
DIMENSIONAL FUND ADVISORS LP 42420.00%0.01%0.03%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.00%0.05%0.12%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.02%0.06%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.02%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.01%0.06%0.15%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.00%0.01%0.07%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.00%0.02%0.08%Q2 2013Q3 202342
HUNTINGTON NATIONAL BANK 3330.00%0.00%0.00%Q1 2009Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.01%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 28130.00%0.01%0.04%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202341
BARCLAYS PLC 3460.00%0.00%0.01%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.00%0.00%0.01%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.01%0.03%0.08%Q4 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28120.00%0.00%0.00%Q3 2013Q3 202340
Fisher Asset Management, LLC 40400.00%0.37%1.46%Q4 2013Q3 202340
M&T BANK CORP 3730.00%0.00%0.01%Q2 2013Q3 202340
SYNOVUS FINANCIAL CORP 23160.00%0.01%0.02%Q2 2013Q3 202339
Morningstar Investment Services LLC 39390.01%0.14%0.36%Q1 2014Q3 202339
COMERICA BANK 39390.01%0.03%0.05%Q2 2013Q4 202239
SIGNATUREFD, LLC 2410.00%0.01%0.02%Q2 2013Q3 202339
BOKF, NA 3270.00%0.00%0.01%Q2 2013Q1 202339
First Horizon Advisors, Inc. 1220.00%0.00%0.01%Q1 2012Q3 202338
Renaissance Technologies 2740.00%0.01%0.05%Q2 2013Q3 202338
EAGLE ASSET MANAGEMENT INC 3520.00%0.00%0.00%Q1 2014Q3 202337
ADVISOR PARTNERS LLC 37370.02%0.06%0.15%Q2 2013Q2 202237
Freedom Investment Management, Inc. 3250.00%0.04%0.16%Q2 2013Q3 202337
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.03%0.06%Q2 2013Q1 202236
MACQUARIE GROUP LTD 3220.00%0.11%0.25%Q2 2013Q3 202336
HighTower Advisors, LLC 35350.00%0.00%0.01%Q1 2015Q3 202335
Focused Wealth Management, Inc 35350.00%0.03%0.10%Q1 2015Q3 202335
PARK CIRCLE Co 35350.01%0.05%0.41%Q1 2015Q3 202335
Cubist Systematic Strategies, LLC 1410.00%0.01%0.06%Q2 2014Q3 202335
ASSETMARK, INC 2110.00%0.01%0.06%Q3 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.02%0.08%Q2 2015Q3 202334
Advisory Services Network, LLC 2510.00%0.01%0.04%Q4 2013Q3 202334
Dorsey & Whitney Trust CO LLC 1410.00%0.02%0.04%Q4 2013Q3 202334
STIFEL FINANCIAL CORP 2210.00%0.00%0.01%Q1 2014Q3 202333
Spot Trading L.L.C 15150.00%0.01%0.04%Q3 2013Q1 201733
TORONTO DOMINION BANK 1440.00%0.00%0.00%Q2 2014Q3 202333
LPL Financial LLC 3010.00%0.00%0.00%Q2 2014Q3 202333
CIBC WORLD MARKET INC. 2310.00%0.01%0.02%Q4 2013Q3 202333
PEAK6 Group LLC 1510.00%0.00%0.01%Q2 2013Q4 201733
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
M&R CAPITAL MANAGEMENT INC 32320.01%0.69%1.96%Q3 2014Q2 202232
SEI INVESTMENTS CO 2390.00%0.01%0.03%Q4 2014Q3 202332
Mondrian Investment Partners LTD 32320.23%1.25%1.85%Q4 2015Q3 202332
Rehmann Capital Advisory Group 1770.00%0.02%0.06%Q2 2012Q3 202332
PINNACLE ASSOCIATES LTD 2930.00%0.00%0.01%Q2 2014Q3 202332
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2480.00%0.00%0.00%Q3 2014Q1 202332
Invesco Ltd. 2830.00%0.01%0.02%Q2 2013Q3 202331
Anchor Investment Management, LLC 20110.00%0.02%0.05%Q1 2016Q4 202331
Aperio Group, LLC 31310.01%0.05%0.10%Q2 2013Q4 202031
GLENMEDE TRUST CO NA 1510.00%0.00%0.01%Q3 2014Q3 202331
MILLENNIUM MANAGEMENT LLC 910.00%0.00%0.01%Q3 2013Q3 202331
GROUP ONE TRADING, L.P. 1120.00%0.02%0.10%Q2 2013Q1 202331
Cornerstone Advisors, Inc. 30300.00%0.02%0.05%Q2 2013Q3 202030
TWO SIGMA INVESTMENTS, LP 920.00%0.01%0.04%Q3 2013Q3 202330
Tower Research Capital LLC (TRC) 810.00%0.01%0.04%Q4 2013Q3 202330
Kistler-Tiffany Companies, LLC 1910.00%0.00%0.02%Q2 2013Q2 202329
CREDIT SUISSE AG/ 1220.00%0.00%0.01%Q2 2013Q1 202329
FRONTIER INVESTMENT MGMT CO 29290.01%0.04%0.08%Q2 2013Q2 202029
TWO SIGMA SECURITIES, LLC 1110.00%0.04%0.35%Q4 2014Q3 202329
IFP Advisors, Inc 1710.00%0.01%0.02%Q4 2015Q3 202329
Neuberger Berman Group LLC 2180.00%0.01%0.01%Q1 2015Q3 202329
JANE STREET GROUP, LLC 2110.00%0.02%0.09%Q4 2014Q3 202329
D.A. DAVIDSON & CO. 1710.00%0.01%0.02%Q2 2013Q3 202329
Parallel Advisors, LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
FRANKLIN RESOURCES INC 1310.00%0.00%0.01%Q2 2013Q3 202328
Caprock Group, LLC 2530.01%0.02%0.03%Q3 2016Q3 202328
World Asset Management Inc 28280.02%0.12%0.19%Q2 2013Q1 202028
ClearBridge Investments 28280.00%0.00%0.02%Q2 2013Q1 202028
Cetera Advisors LLC 2710.01%0.05%0.12%Q3 2014Q3 202328
STATE STREET CORP 28280.00%0.00%0.00%Q4 2016Q3 202328
Private Advisor Group, LLC 1510.00%0.00%0.05%Q2 2016Q3 202328
TD ASSET MANAGEMENT INC 28280.00%0.01%0.02%Q2 2013Q1 202028
HIGH POINTE CAPITAL MANAGEMENT LLC 28280.03%0.23%0.37%Q2 2013Q1 202028
DEUTSCHE BANK AG\ 2610.00%0.00%0.01%Q4 2013Q4 202128
HOWE & RUSLING INC 2210.00%0.01%0.02%Q2 2013Q3 202227
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.07%0.18%Q1 2017Q3 202327
FMR LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
Raymond James Financial Services Advisors, Inc. 2410.00%0.00%0.08%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Cerity Partners LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
Janney Montgomery Scott LLC 2610.00%0.01%0.02%Q1 2016Q3 202327
CAUSEWAY CAPITAL MANAGEMENT LLC 27270.10%0.33%0.87%Q2 2013Q4 201927
FIRST TRUST ADVISORS LP 14130.00%0.00%0.00%Q4 2016Q3 202327
RHUMBLINE ADVISERS 1310.00%0.00%0.00%Q2 2013Q3 202326
Global Retirement Partners, LLC 1630.00%0.03%0.07%Q4 2016Q3 202326
HSBC HOLDINGS PLC 1230.00%0.00%0.00%Q2 2012Q3 202326
Crossmark Global Holdings, Inc. 2510.04%0.14%0.37%Q3 2016Q3 202326
Cambridge Investment Research Advisors, Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.00%0.00%Q4 2016Q3 202326
HOLLENCREST CAPITAL MANAGEMENT 2060.01%0.03%0.10%Q4 2013Q3 202026
TCI Wealth Advisors, Inc. 26260.00%0.00%0.01%Q4 2012Q1 201926
FIFTH THIRD BANCORP 1310.00%0.00%0.00%Q2 2013Q3 202326
Pacer Advisors, Inc. 1210.00%0.08%0.50%Q4 2013Q3 202326
GUGGENHEIM CAPITAL LLC 13120.00%0.00%0.01%Q3 2013Q4 201925
MML INVESTORS SERVICES, LLC 2410.00%0.01%0.02%Q2 2017Q3 202325
SIMPLEX TRADING, LLC 810.00%0.00%0.02%Q1 2015Q2 202325
HARTFORD INVESTMENT MANAGEMENT CO 13110.00%0.00%0.00%Q4 2013Q1 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Sigma Planning Corp 1710.00%0.00%0.01%Q4 2014Q1 202324
CWM, LLC 1110.00%0.00%0.00%Q4 2013Q3 202324
BROWN ADVISORY INC 24240.00%0.00%0.00%Q1 2016Q4 202124
RMB Capital Management, LLC 1590.00%0.02%0.11%Q2 2013Q4 201924
INTRUST BANK NA 24240.01%0.09%0.22%Q4 2017Q3 202324
AUXIER ASSET MANAGEMENT 23230.00%0.01%0.03%Q1 2018Q3 202323
REGIONS FINANCIAL CORP 23230.00%0.00%0.01%Q4 2014Q2 202023
NEXT Financial Group, Inc 1330.00%0.00%0.01%Q3 2014Q1 202123
FDx Advisors, Inc. 1930.01%0.04%0.10%Q3 2014Q1 202022
BlackRock Inc. 1310.00%0.00%0.00%Q1 2017Q3 202322
LAKE STREET ADVISORS GROUP, LLC 11110.00%0.01%0.02%Q4 2017Q3 202322
CAPITAL GUARDIAN TRUST CO 1570.01%0.13%0.26%Q3 2013Q2 201922
LS Investment Advisors, LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
OLD NATIONAL BANCORP /IN/ 1930.00%0.01%0.03%Q3 2014Q1 202022
ETRADE Capital Management LLC 2010.00%0.05%0.09%Q2 2015Q3 202021
American Trust Investment Advisors, LLC 21210.10%0.17%0.20%Q4 2014Q4 201921
SUNTRUST BANKS INC 11100.00%0.01%0.01%Q2 2013Q3 201921
Geneos Wealth Management Inc. 21210.00%0.00%0.00%Q1 2017Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Carroll Financial Associates, Inc. 1620.00%0.00%0.01%Q3 2013Q4 202121
WESBANCO BANK INC 21210.00%0.00%0.01%Q4 2013Q4 201821
M Holdings Securities, Inc. 20200.01%0.03%0.06%Q2 2014Q1 201920
Voya Financial Advisors, Inc. 20200.03%0.05%0.07%Q4 2018Q3 202320
OLD MISSION CAPITAL LLC 1010.00%0.47%3.13%Q4 2014Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.08%0.23%Q1 2018Q3 202320
Cypress Wealth Services, LLC 20200.01%0.04%0.07%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Ballentine Partners, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Simplicity Solutions, LLC 860.00%0.01%0.09%Q4 2016Q3 202320
Patriot Financial Group Insurance Agency, LLC 20200.00%0.02%0.06%Q4 2018Q3 202320
First Allied Advisory Services, Inc. 1640.00%0.00%0.00%Q1 2015Q3 202020
Sterling Capital Management LLC 20200.00%0.00%0.00%Q4 2014Q3 201920
KEYBANK NATIONAL ASSOCIATION/OH 1190.00%0.00%0.00%Q3 2017Q2 202320
Brookstone Capital Management 20200.00%0.00%0.01%Q4 2018Q3 202320
Valeo Financial Advisors, LLC 1640.00%0.00%0.01%Q4 2017Q3 202320
Henry James International Management Inc. 19190.14%0.54%0.99%Q1 2019Q3 202319
Capital Investment Advisory Services, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Atria Investments, Inc 1810.00%0.01%0.02%Q1 2015Q4 201919
NewEdge Advisors, LLC 910.00%0.00%0.01%Q2 2017Q1 202319
Private Capital Group, LLC 19190.00%0.01%0.02%Q4 2017Q2 202219
Claro Advisors LLC 1810.01%0.02%0.04%Q4 2018Q3 202319
Rockefeller Capital Management L.P. 19190.00%0.02%0.04%Q1 2019Q3 202319
D'Orazio & Associates, Inc. 19190.00%0.01%0.01%Q1 2017Q3 202119
HRT FINANCIAL LP 810.00%0.01%0.08%Q4 2015Q3 202319
Summit X, LLC 19190.00%0.02%0.03%Q4 2018Q2 202319
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.00%0.02%0.04%Q1 2014Q3 201819
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
AdvisorNet Financial, Inc 1810.00%0.00%0.00%Q4 2017Q2 202319
TWO SIGMA ADVISERS, LP 710.00%0.00%0.01%Q4 2014Q3 202319
STEPHENS INC /AR/ 1110.00%0.00%0.01%Q2 2013Q3 202319
CFO4Life Group, LLC 19190.02%0.02%0.04%Q1 2019Q3 202319
EVERGREEN CAPITAL MANAGEMENT LLC 1310.00%0.01%0.01%Q2 2018Q3 202319
OPPENHEIMER & CO INC 1710.00%0.01%0.02%Q2 2013Q3 202119
Investors Research Corp 19190.00%0.00%0.00%Q1 2019Q3 202319
SCOTIA CAPITAL INC. 1180.00%0.00%0.01%Q4 2016Q3 202319
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18180.00%0.01%0.02%Q2 2019Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 1350.00%0.00%0.01%Q1 2019Q3 202318
Compagnie Lombard Odier SCmA 1440.00%0.01%0.02%Q1 2015Q3 202318
DRW Securities, LLC 1440.02%0.32%1.45%Q1 2019Q3 202318
HighPoint Advisor Group LLC 1410.01%0.02%0.04%Q4 2015Q2 202218
Virtue Capital Management, LLC 1030.01%0.02%0.04%Q4 2018Q3 202318
Independent Advisor Alliance 1080.00%0.01%0.02%Q1 2019Q3 202318
Pinnacle Wealth Planning Services, Inc. 1080.00%0.07%0.28%Q4 2017Q3 202218
Maven Securities LTD 1710.06%0.61%2.70%Q4 2016Q2 202218
Veritable, L.P. 1610.00%0.00%0.00%Q3 2014Q3 202018
Semmax Financial Advisors Inc. 1710.11%0.65%1.15%Q4 2018Q3 202318
Cresset Asset Management, LLC 1620.00%0.00%0.01%Q4 2018Q3 202318
LAZARD ASSET MANAGEMENT LLC 1410.00%0.14%0.23%Q2 2013Q1 202018
ADVISORS MANAGEMENT GROUP INC /ADV 18180.64%0.93%1.57%Q2 2019Q3 202318
CIBC Private Wealth Group, LLC 1620.00%0.12%1.26%Q1 2018Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
SG Americas Securities, LLC 17170.00%0.01%0.05%Q4 2017Q4 202117
Pacifica Partners Inc. 17170.01%0.02%0.03%Q4 2019Q4 202317
CAPSTONE ASSET MANAGEMENT CO 17170.06%0.15%0.26%Q2 2013Q2 201717
Wealthspire Advisors, L.P. 1430.00%0.00%0.01%Q4 2015Q1 202017
Altium Wealth Management LLC 17170.01%0.02%0.04%Q2 2018Q2 202217
McIlrath & Eck, LLC 17170.00%0.00%0.00%Q4 2017Q4 202117
Freestone Capital Holdings, LLC 820.00%0.02%0.06%Q4 2015Q1 202217
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1110.00%0.21%0.42%Q4 2013Q3 202017
BLAIR WILLIAM & CO/IL 1410.00%0.00%0.02%Q2 2013Q2 202217
COURIER CAPITAL LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
Glassman Wealth Services 1220.00%0.00%0.00%Q4 2017Q3 202317
J.P. Morgan Private Wealth Advisors LLC 1030.00%0.00%0.01%Q4 2014Q1 202017
PARK NATIONAL CORP /OH/ 17170.00%0.00%0.01%Q4 2015Q4 201917
Cowen Investment Management LLC 17170.02%4.02%11.94%Q3 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.01%0.04%Q3 2019Q3 202317
Clarius Group, LLC 1610.00%0.01%0.02%Q2 2019Q3 202317
Nationwide Fund Advisors 1250.00%0.00%0.01%Q2 2013Q3 201717
Ausdal Financial Partners, Inc. 16160.02%0.03%0.06%Q4 2015Q3 201916
Marcum Wealth, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Verition Fund Management LLC 1210.00%0.21%1.30%Q1 2017Q4 202116
IFG Advisory, LLC 730.00%0.01%0.01%Q3 2018Q4 202216
KCS Wealth Advisory 16160.04%0.46%0.94%Q2 2018Q1 202216
Virtu KCG Holdings LLC 16160.00%0.02%0.08%Q3 2013Q2 201716
Ellevest, Inc. 16160.01%0.02%0.04%Q4 2019Q3 202316
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201416
INTEGRAL DERIVATIVES, LLC 710.00%0.00%0.01%Q3 2014Q4 201716
AMERICAN CENTURY COMPANIES INC 16160.00%0.00%0.01%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
SILVERCREST ASSET MANAGEMENT GROUP LLC 16160.01%0.01%0.02%Q1 2019Q4 202216
Strategic Global Advisors, LLC 1150.04%0.18%0.44%Q4 2014Q3 201916
Epoch Investment Partners, Inc. 930.00%0.00%0.01%Q1 2014Q1 202016
Ethic Inc. 16160.03%0.10%0.16%Q4 2019Q3 202316
HAP Trading, LLC 510.00%0.00%0.04%Q4 2013Q4 202216
UBS ASSET MANAGEMENT AMERICAS INC 1050.00%0.00%0.01%Q2 2014Q1 201815
Asset Dedication, LLC 1050.00%0.00%0.00%Q3 2017Q3 202115
Proficio Capital Partners LLC 15150.01%0.02%0.03%Q4 2015Q2 201915
RITHOLTZ WEALTH MANAGEMENT 15150.01%0.02%0.04%Q1 2020Q3 202315
BESSEMER GROUP INC 410.00%0.00%0.00%Q4 2014Q2 202315
Optas, LLC 1410.01%0.03%0.04%Q4 2019Q3 202315
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 610.00%0.02%0.06%Q1 2017Q3 202315
MAI Capital Management 1320.00%0.01%0.02%Q2 2013Q1 202215
Advisors Asset Management, Inc. 550.00%0.00%0.01%Q1 2014Q3 202315
COMMERZBANK AKTIENGESELLSCHAFT /FI 15150.00%0.01%0.02%Q2 2013Q4 201615
Cetera Investment Advisers 15150.00%0.00%0.00%Q1 2020Q3 202315
PRIVATE TRUST CO NA 610.00%0.00%0.01%Q1 2014Q3 202315
ZACKS INVESTMENT MANAGEMENT 15150.00%0.00%0.00%Q4 2019Q2 202315
OFI Advisors LLC 1140.01%0.02%0.07%Q3 2011Q3 201515
Avantax Planning Partners, Inc. 710.00%0.00%0.01%Q4 2016Q4 202115
SCHRODER INVESTMENT MANAGEMENT GROUP 1230.00%0.00%0.00%Q3 2014Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
FineMark National Bank & Trust 15150.00%0.00%0.00%Q2 2013Q4 201615
B. Riley Wealth Advisors, Inc. 410.00%0.01%0.03%Q2 2014Q3 202215
Platform Technology Partners 1050.01%0.03%0.05%Q4 2019Q3 202315
Gemmer Asset Management LLC 810.00%0.00%0.00%Q1 2018Q1 202215
SAGE RHINO CAPITAL LLC 1050.01%0.03%0.09%Q1 2019Q3 202315
BSW Wealth Partners 810.01%0.03%0.04%Q4 2017Q3 202315
Connor, Clark & Lunn Investment Management Ltd. 510.00%0.02%0.06%Q3 2017Q3 202315
Edge Wealth Management LLC 15150.06%0.09%0.12%Q1 2020Q3 202315
Winning Points Advisors, LLC 1310.09%0.13%0.18%Q1 2017Q4 202114
CAPTRUST FINANCIAL ADVISORS 1310.00%0.00%0.00%Q4 2019Q3 202314
Perigon Wealth Management, LLC 1110.00%0.00%0.01%Q3 2011Q3 202314
SCHAFER CULLEN CAPITAL MANAGEMENT INC 1310.00%0.28%0.67%Q1 2017Q4 202014
Berman Capital Advisors, LLC 1130.00%0.01%0.03%Q4 2017Q3 202114
FIRST HAWAIIAN BANK 860.00%0.01%0.02%Q2 2015Q4 201914
Legacy Financial Advisors, Inc. 710.00%0.02%0.03%Q4 2017Q3 202314
EATON VANCE MANAGEMENT 950.00%0.00%0.00%Q2 2018Q1 202214
WASHINGTON TRUST BANK 920.00%0.01%0.01%Q1 2014Q2 202014
Plante Moran Financial Advisors, LLC 710.00%0.00%0.01%Q4 2013Q3 201914
Vanguard Personalized Indexing Management, LLC 950.01%0.03%0.06%Q1 2020Q3 202314
WHITTIER TRUST CO 810.00%0.00%0.00%Q1 2017Q1 202214
BBVA USA Bancshares, Inc. 14140.01%0.06%0.11%Q4 2017Q1 202114
RONALD BLUE & CO LLC 1040.00%0.01%0.02%Q2 2013Q2 201714
PRUDENTIAL FINANCIAL INC 850.00%0.00%0.00%Q4 2018Q3 202313
SANTA BARBARA ASSET MANAGEMENT, LLC 13130.03%0.05%0.06%Q1 2016Q1 201913
Calvert Investment Management, Inc. 13130.02%0.05%0.10%Q2 2013Q2 201613
MGO ONE SEVEN LLC 620.01%0.02%0.02%Q4 2017Q3 202313
CONNABLE OFFICE INC 13130.07%0.10%0.13%Q2 2013Q2 201613
Dynamic Technology Lab Private Ltd 410.00%0.01%0.04%Q1 2016Q3 202313
KANALY TRUST CO 13130.00%0.01%0.02%Q4 2013Q4 201613
Hexagon Capital Partners LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Corient Capital Partners, LLC 810.00%0.01%0.04%Q1 2019Q3 202213
UNITED SERVICES AUTOMOBILE ASSOCIATION 13130.00%0.00%0.01%Q1 2017Q1 202013
Kestra Advisory Services, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
FNY Investment Advisers, LLC 13130.54%1.98%3.32%Q3 2018Q3 202113
SEARLE & CO. 13130.03%0.08%0.14%Q3 2017Q3 202013
Holistic Financial Partners 840.04%0.06%0.08%Q4 2017Q3 202312
CITIZENS FINANCIAL GROUP INC/RI 12120.00%0.00%0.01%Q4 2015Q3 201812
Hilltop Holdings Inc. 12120.01%0.02%0.03%Q4 2017Q3 202012
Alliance Wealth Advisors, LLC 12120.08%0.12%0.17%Q4 2020Q3 202312
First Eagle Investment Management, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
WESTWOOD HOLDINGS GROUP INC 1110.00%0.00%0.00%Q3 2015Q1 201912
CAMBIAR INVESTORS LLC 12120.03%2.02%3.52%Q3 2017Q2 202012
Capital Bank & Trust Co 12120.00%0.10%0.30%Q2 2017Q1 202012
GATEWAY INVESTMENT ADVISERS LLC 12120.00%0.00%0.00%Q4 2014Q3 201712
BALYASNY ASSET MANAGEMENT L.P. 510.00%0.02%0.04%Q1 2017Q3 202312
SVB WEALTH LLC 1110.00%0.00%0.00%Q1 2017Q3 202312
PDS Planning, Inc 1020.01%0.01%0.01%Q1 2020Q3 202312
First Trust Direct Indexing L.P. 12120.07%0.09%0.11%Q4 2020Q3 202312
PATHSTONE FAMILY OFFICE, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Vestmark Advisory Solutions, Inc. 750.01%0.05%0.07%Q1 2019Q3 202312
Concord Wealth Partners 12120.01%0.01%0.02%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
Tranquilli Financial Advisor LLC 12120.02%0.03%0.06%Q4 2020Q3 202312
Ten Capital Wealth Advisors, LLC 12120.00%0.01%0.01%Q3 2020Q2 202312
Bard Financial Services, Inc. 12120.36%0.42%0.62%Q4 2020Q3 202312
Foundations Investment Advisors, LLC 1010.00%0.01%0.02%Q1 2020Q3 202312
PROFUND ADVISORS LLC 11110.03%0.05%0.08%Q1 2016Q3 201811
THORNBURG INVESTMENT MANAGEMENT INC 11110.00%0.15%0.31%Q3 2014Q1 201711
Convergence Investment Partners, LLC 11110.01%0.03%0.07%Q2 2013Q4 201511
Zions Bancorporation 1010.00%0.01%0.01%Q1 2015Q4 201711
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 920.00%0.01%0.02%Q4 2020Q3 202311
Keystone Financial Group 11110.01%0.02%0.04%Q4 2017Q2 202011
RELIANCE TRUST CO OF DELAWARE 610.01%0.01%0.02%Q1 2015Q1 201911
CAPITAL ONE, NATIONAL ASSOCIATION 620.00%0.02%0.04%Q3 2014Q2 201811
PEAPACK GLADSTONE FINANCIAL CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
SHINE INVESTMENT ADVISORY SERVICES INC 11110.01%0.03%0.06%Q1 2017Q3 201911
Cetera Advisor Networks LLC 1010.00%0.01%0.01%Q2 2020Q3 202311
BROWN BROTHERS HARRIMAN & CO 810.00%0.00%0.00%Q2 2019Q1 202311
LORD, ABBETT & CO. LLC 11110.00%0.01%0.02%Q1 2014Q3 201611
Keel Point, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Boston Partners 11110.00%0.15%0.24%Q1 2017Q3 201911
Gateway Advisory, LLC 11110.00%0.01%0.01%Q4 2019Q2 202211
BANK HAPOALIM BM 11110.00%0.00%0.01%Q1 2021Q3 202311
Oakworth Capital, Inc. 11110.00%0.00%0.00%Q4 2013Q2 201611
Virtu Financial LLC 310.00%0.02%0.04%Q3 2017Q2 202311
Joseph P. Lucia & Associates, LLC 520.00%0.00%0.01%Q2 2019Q2 202211
BRINKER CAPITAL INC 720.00%0.03%0.11%Q1 2016Q2 202011
Qube Research & Technologies Ltd 520.00%0.01%0.03%Q1 2020Q2 202311
COMERICA SECURITIES INC 11110.01%0.02%0.04%Q2 2016Q4 201811
Antonetti Capital Management LLC 910.00%0.00%0.00%Q2 2010Q3 202310
Quantitative Investment Management, LLC 210.00%0.02%0.07%Q2 2013Q2 202010
Squarepoint Ops LLC 310.00%0.00%0.00%Q1 2017Q3 202310
Israel Discount Bank of New York 10100.02%0.03%0.04%Q4 2017Q1 202010
1st Global Advisors, Inc. 10100.06%0.09%0.13%Q1 2015Q2 201710
DREMAN VALUE MANAGEMENT, L L C 420.00%0.01%0.02%Q2 2015Q1 201810
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 820.00%0.00%0.00%Q3 2015Q3 202310
Vanguard Capital Wealth Advisors 10100.02%0.30%1.13%Q1 2021Q2 202310
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 510.01%0.06%0.35%Q1 2018Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.02%0.04%Q4 2017Q1 202010
Chevy Chase Trust Holdings, LLC 820.00%0.00%0.00%Q3 2014Q1 202010
AVANTAX ADVISORY SERVICES, INC. 910.00%0.00%0.00%Q3 2020Q3 202310
Archford Capital Strategies, LLC 430.00%0.00%0.00%Q2 2015Q3 201810
WHITTIER TRUST CO OF NEVADA INC 910.00%0.00%0.00%Q2 2019Q3 202310
Sequoia Financial Advisors, LLC 820.00%0.00%0.00%Q3 2019Q3 202310
Susquehanna International Securities, Ltd. 520.03%0.40%0.85%Q4 2018Q3 202310
Retirement Group, LLC 910.00%0.00%0.00%Q4 2019Q2 202210
MOODY NATIONAL BANK TRUST DIVISION 820.00%0.00%0.01%Q4 2018Q3 202310
Mariner, LLC 640.00%0.00%0.00%Q2 2018Q3 202310
PRINCIPAL FINANCIAL GROUP INC 10100.00%0.00%0.00%Q2 2017Q3 201910
FCG ADVISORS, LLC 620.01%0.02%0.04%Q4 2014Q3 202010
BB&T SECURITIES, LLC 10100.00%0.01%0.01%Q2 2017Q3 201910
People's United Financial, Inc. 10100.00%0.02%0.03%Q4 2017Q1 202010
West Family Investments, Inc. 10100.01%0.03%0.06%Q2 2021Q3 202310
MCDONALD PARTNERS LLC 640.01%0.02%0.02%Q4 2020Q2 202310
CITY HOLDING CO 10100.00%0.00%0.00%Q2 2016Q3 201810
HHM Wealth Advisors, LLC 640.00%0.00%0.00%Q3 2020Q3 202310
BRIGHTON JONES LLC 410.00%0.01%0.02%Q4 2013Q4 202110
First City Capital Management, Inc. 990.00%0.01%0.01%Q1 2014Q1 20169
Harel Insurance Investments & Financial Services Ltd. 510.00%0.01%0.01%Q1 2016Q3 20239
Cable Hill Partners, LLC 420.00%0.03%0.07%Q3 2017Q3 20239
Gilbert & Cook, Inc. 990.02%0.02%0.02%Q4 2017Q4 20199
ADVISORY RESEARCH INC 810.00%0.34%0.90%Q2 2017Q1 20209
Nuveen Asset Management, LLC 410.00%0.01%0.02%Q3 2013Q2 20219
MANAGED ACCOUNT ADVISORS LLC 990.03%0.04%0.07%Q2 2013Q2 20159
HBK INVESTMENTS L P 410.00%0.01%0.02%Q3 2013Q4 20189
Pinnacle Summer Investments, Inc. 990.00%0.00%0.00%Q4 2013Q4 20159
NOMURA HOLDINGS INC 880.00%0.00%0.01%Q4 2012Q3 20149
Wells Trecaso Financial Group, LLC 990.04%0.05%0.07%Q4 2017Q4 20199
Patten Group, Inc. 990.00%0.00%0.00%Q3 2015Q3 20179
Front Row Advisors LLC 420.00%0.00%0.01%Q1 2018Q2 20229
NWAM LLC 990.02%0.04%0.10%Q1 2014Q1 20169
IEQ CAPITAL, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Snowden Capital Advisors LLC 610.00%0.00%0.01%Q3 2018Q3 20239
Beacon Pointe Advisors, LLC 810.00%0.01%0.07%Q4 2019Q3 20239
EXENCIAL WEALTH ADVISORS, LLC 990.00%0.01%0.03%Q4 2019Q4 20219
COMMUNITY TRUST & INVESTMENT CO 990.01%0.01%0.02%Q2 2013Q2 20159
MANUFACTURERS LIFE INSURANCE COMPANY, THE 630.00%0.00%0.00%Q1 2015Q2 20189
Cedar Brook Financial Partners, LLC 540.01%0.02%0.03%Q4 2018Q2 20239
Arkadios Wealth Advisors 720.00%0.01%0.01%Q4 2019Q3 20239
Opus Capital Group, LLC 990.02%0.05%0.08%Q1 2018Q1 20209
KING LUTHER CAPITAL MANAGEMENT CORP 810.00%0.00%0.00%Q1 2014Q4 20229
THOMAS WHITE INTERNATIONAL LTD 990.40%0.55%0.71%Q3 2017Q3 20199
PARK AVENUE SECURITIES LLC 510.00%0.00%0.01%Q1 2019Q3 20239
Advisors Capital Management, LLC 990.37%0.58%0.79%Q2 2017Q2 20199
Smithfield Trust Co 990.00%0.00%0.01%Q3 2017Q3 20199
WRAPMANAGER INC 990.09%0.11%0.13%Q4 2017Q4 20199
U.S. Capital Wealth Advisors, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Latitude Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
TELEMUS CAPITAL, LLC 990.02%0.03%0.03%Q4 2017Q4 20199
Winfield Associates, Inc. 880.00%0.01%0.01%Q1 2016Q4 20178
NumerixS Investment Technologies Inc 880.02%0.04%0.04%Q1 2018Q4 20198
GRIMES & COMPANY, INC. 710.00%0.00%0.01%Q1 2018Q1 20208
Octavia Wealth Advisors, LLC 530.01%0.01%0.01%Q3 2021Q3 20238
Neuburgh Advisers LLC 880.01%0.01%0.01%Q4 2016Q3 20188
CIDEL ASSET MANAGEMENT INC 880.01%0.01%0.01%Q4 2021Q3 20238
THOMPSON DAVIS & CO., INC. 880.01%0.02%0.02%Q3 2014Q2 20168
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Allworth Financial LP 420.00%0.00%0.00%Q4 2017Q3 20238
Quantbot Technologies LP 410.00%0.02%0.04%Q4 2013Q3 20238
BREWIN DOLPHIN LTD 880.01%0.01%0.02%Q3 2017Q2 20198
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
MARINER INDEPENDENT ADVISOR NETWORK, LLC 530.01%0.02%0.03%Q2 2019Q1 20228
ProVise Management Group, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Fort Point Capital Partners LLC 880.01%0.02%0.02%Q4 2021Q3 20238
HighMark Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 880.02%0.04%0.06%Q1 2018Q4 20198
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
CANADA PENSION PLAN INVESTMENT BOARD 620.01%0.03%0.06%Q1 2013Q4 20198
AE Wealth Management LLC 620.00%0.00%0.01%Q2 2018Q4 20208
Schechter Investment Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
AMERICAN ASSET MANAGEMENT INC. 880.02%0.06%0.09%Q2 2017Q1 20198
HIGH POINT BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
BENJAMIN F. EDWARDS & COMPANY, INC. 880.02%0.03%0.03%Q3 2016Q2 20188
Intersect Capital LLC 310.00%0.01%0.03%Q4 2014Q1 20218
TURNER INVESTMENTS LLC 880.00%0.03%0.08%Q2 2013Q1 20158
FCA CORP /TX 440.03%0.05%0.06%Q2 2014Q2 20168
BAKER TILLY WEALTH MANAGEMENT, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 510.00%0.00%0.00%Q4 2017Q3 20238
SRS Capital Advisors, Inc. 320.00%0.01%0.02%Q3 2018Q3 20238
Tyers Asset Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Optiver Holding B.V. 530.01%0.02%0.03%Q1 2021Q3 20238
CIBC BANK USA 710.02%0.03%0.05%Q4 2014Q4 20198
Timber Hill LLC 710.00%0.00%0.01%Q2 2013Q1 20188
WOLFF WIESE MAGANA LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Flinton Capital Management LLC 880.01%0.01%0.01%Q4 2016Q3 20188
Covington Capital Management 880.00%0.00%0.00%Q3 2017Q2 20198
WEDBUSH SECURITIES INC 880.00%0.01%0.01%Q2 2018Q1 20208
Meadow Creek Investment Management LLC 880.00%0.00%0.00%Q4 2016Q3 20188
GM Advisory Group, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BlackRock Investment Management, LLC 880.00%0.05%0.07%Q1 2015Q4 20168
FRANKLIN STREET ADVISORS INC /NC 880.01%0.01%0.02%Q2 2013Q1 20158
Foster Victor Wealth Advisors, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
MITCHELL & PAHL PRIVATE WEALTH, LLC 880.02%0.04%0.04%Q4 2020Q3 20228
Capital Asset Advisory Services LLC 710.00%0.03%0.08%Q4 2020Q3 20238
NORWOOD FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 880.06%0.10%0.13%Q4 2021Q3 20238
Boston Common Asset Management, LLC 880.01%0.13%0.20%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.10%0.13%0.15%Q4 2021Q3 20238
FULTON BANK, N.A. 880.01%0.01%0.01%Q1 2017Q4 20188
MARINO, STRAM & ASSOCIATES LLC 530.00%0.01%0.02%Q2 2018Q3 20238
Martin Capital Partners, LLC 771.40%2.12%2.73%Q3 2018Q1 20207
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
CreativeOne Wealth, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WESTPORT RESOURCES MANAGEMENT INC 770.00%0.00%0.00%Q1 2015Q3 20167
Financial Network Wealth Management LLC 770.02%0.02%0.02%Q1 2022Q3 20237
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 770.00%0.00%0.00%Q2 2018Q4 20197
Vantage Investment Partners, LLC 770.50%0.73%0.94%Q3 2017Q1 20197
Pinnacle Bancorp, Inc. 770.00%0.01%0.01%Q4 2018Q2 20207
Janney Capital Management LLC 770.59%0.76%0.93%Q1 2022Q3 20237
First Affirmative Financial Network 770.04%0.12%0.23%Q2 2022Q4 20237
Avestar Capital, LLC 770.00%0.00%0.01%Q4 2017Q2 20197
GREENLEAF TRUST 310.00%0.00%0.01%Q3 2014Q2 20237
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q2 2013Q2 20237
CENTRAL TRUST Co 410.00%0.00%0.00%Q2 2017Q1 20227
First Personal Financial Services 770.00%0.01%0.01%Q4 2017Q2 20197
Continuum Advisory, LLC 770.01%0.03%0.04%Q1 2022Q3 20237
UMB Bank, n.a. 520.00%0.00%0.00%Q4 2021Q3 20237
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Forward Management, LLC 770.11%0.19%0.36%Q3 2015Q1 20177
Column Capital Advisors, LLC 520.00%0.00%0.00%Q4 2019Q3 20237
Bell Investment Advisors, Inc 520.00%0.00%0.00%Q3 2021Q3 20237
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
CANANDAIGUA NATIONAL BANK & TRUST CO 770.02%0.03%0.04%Q1 2018Q3 20197
STEVENS CAPITAL MANAGEMENT LP 210.00%0.01%0.01%Q3 2013Q4 20187
MSI Financial Services Inc 520.00%0.00%0.00%Q1 2015Q4 20167
Radnor Capital Management, LLC 310.01%0.01%0.01%Q4 2020Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
Lourd Capital, LLC 770.00%0.03%0.08%Q4 2017Q2 20197
Parkside Financial Bank & Trust 430.00%0.00%0.00%Q3 2015Q3 20237
WFG Advisors, LP 770.00%0.00%0.00%Q2 2013Q4 20147
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Timber Creek Capital Management LLC 770.41%0.69%1.02%Q1 2022Q3 20237
RMR Wealth Builders 770.00%0.01%0.01%Q1 2022Q3 20237
Addison Advisors LLC 770.01%0.03%0.04%Q1 2022Q3 20237
Placemark Investments, Inc. 770.02%0.04%0.05%Q2 2013Q4 20147
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
ALLIANCEBERNSTEIN L.P. 610.00%0.00%0.00%Q2 2013Q3 20187
Bayesian Capital Management, LP 310.01%0.06%0.28%Q1 2016Q1 20237
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 770.00%0.00%0.00%Q2 2016Q4 20177
CKW FINANCIAL GROUP 770.01%0.01%0.01%Q4 2013Q2 20157
Five Oceans Advisors 770.03%0.04%0.04%Q1 2022Q3 20237
ALBION FINANCIAL GROUP /UT 610.00%0.00%0.00%Q4 2020Q3 20227
Naviter Wealth, LLC 660.12%0.13%0.16%Q2 2022Q3 20236
HighTower Trust Company, N.A. 660.04%0.05%0.07%Q4 2015Q1 20176
EP Wealth Advisors, LLC 660.00%0.00%0.01%Q3 2018Q4 20196
BBR PARTNERS, LLC 510.00%0.00%0.01%Q4 2016Q4 20206
WEBSTER BANK, N. A. 660.00%0.00%0.00%Q1 2019Q2 20206
Schonfeld Strategic Advisors LLC 210.00%0.00%0.00%Q3 2019Q3 20236
Thomas J. Herzfeld Advisors, Inc. 660.01%0.01%0.01%Q3 2015Q4 20166
USCA RIA LLC 660.00%0.00%0.01%Q1 2020Q2 20216
BUCKINGHAM STRATEGIC WEALTH, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Calamos Wealth Management LLC 660.00%0.11%0.16%Q1 2021Q2 20226
Yorktown Management & Research Co Inc 420.01%0.02%0.04%Q1 2014Q2 20166
Onex Canada Asset Management Inc. 510.00%0.08%0.49%Q4 2016Q4 20216
SPOT TRADING L.L.C. 220.00%0.00%0.01%Q2 2017Q3 20176
BlueCrest Capital Management Ltd 310.00%0.05%0.27%Q1 2017Q1 20196
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Acrospire Investment Management LLC 660.00%0.02%0.06%Q1 2016Q2 20176
DAVIDSON & GARRARD INC 660.04%0.06%0.08%Q2 2013Q3 20146
LIBERTY WEALTH MANAGEMENT LLC 660.00%0.02%0.03%Q4 2018Q1 20206
COMERICA SECURITIES,INC. 420.00%0.01%0.01%Q1 2019Q3 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 420.00%0.00%0.01%Q3 2016Q4 20186
COOK WEALTH MANAGEMENT GROUP LLC 660.00%0.00%0.01%Q4 2021Q1 20236
Corundum Group, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Moloney Securities Asset Management, LLC 660.01%0.01%0.02%Q4 2018Q1 20206
AXA S.A. 660.00%0.00%0.00%Q3 2019Q4 20206
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Veery Capital, LLC 660.01%0.02%0.02%Q1 2022Q2 20236
FinTrust Capital Advisors, LLC 510.00%0.00%0.01%Q4 2018Q3 20236
RFG Advisory, LLC 660.00%0.00%0.01%Q3 2019Q4 20206
MACKENZIE FINANCIAL CORP 420.00%0.00%0.00%Q1 2017Q1 20206
FORVIS Wealth Advisors, LLC 510.00%0.00%0.01%Q1 2016Q2 20186
Orion Portfolio Solutions, LLC 330.00%0.00%0.01%Q4 2019Q3 20236
Salient Capital Advisors, LLC 660.01%0.01%0.02%Q4 2015Q1 20176
BDO Wealth Advisors, LLC 510.00%0.00%0.00%Q4 2017Q2 20236
Marshall Wace North America L.P. 420.00%0.01%0.02%Q1 2018Q3 20216
1919 Investment Counsel, LLC 660.02%0.04%0.07%Q2 2013Q3 20146
SNS Financial Group, LLC 420.01%0.01%0.03%Q4 2014Q3 20196
Aaron Wealth Advisors LLC 660.01%0.08%0.43%Q2 2021Q3 20226
Manchester Capital Management LLC 330.00%0.01%0.02%Q2 2014Q4 20186
Wealthspire Advisors, LLC 210.00%0.00%0.00%Q4 2018Q4 20226
Segment Wealth Management, LLC 310.01%0.01%0.03%Q2 2017Q4 20196
NewEdge Wealth, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
Evolution Wealth Advisors, LLC 320.00%0.00%0.00%Q3 2019Q3 20215
Knights of Columbus Asset Advisors LLC 550.02%0.02%0.02%Q3 2022Q3 20235
DRIVE WEALTH MANAGEMENT, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Gitterman Wealth Management, LLC 550.07%0.09%0.13%Q3 2022Q3 20235
AVIANCE CAPITAL MANAGEMENT, LLC 550.01%0.01%0.01%Q2 2016Q2 20175
Sandy Spring Bank 320.00%0.00%0.00%Q1 2014Q4 20175
COMMERCE BANK 310.00%0.00%0.00%Q4 2016Q2 20235
Hudock, Inc. 550.00%0.00%0.00%Q4 2017Q4 20185
WIMMER ASSOCIATES 1, LLC 550.02%0.03%0.03%Q3 2018Q3 20195
Gupta Wealth Management LLC 550.00%0.00%0.01%Q1 2015Q1 20165
Willingdon Wealth Management 320.00%0.01%0.03%Q1 2018Q1 20205
PEAK6 Investments LLC 210.00%0.00%0.00%Q3 2018Q2 20205
Prudent Man Advisors, LLC 550.03%0.04%0.05%Q3 2022Q3 20235
LINCOLN NATIONAL CORP 410.00%0.00%0.00%Q4 2017Q3 20235
Financial Enhancement Group LLC 550.00%0.00%0.00%Q1 2018Q1 20195
FIRST INTERSTATE BANK 550.00%0.00%0.00%Q3 2016Q3 20175
Vident Investment Advisory, LLC 550.00%0.00%0.01%Q2 2022Q2 20235
ACADIAN ASSET MANAGEMENT LLC 410.01%0.01%0.01%Q2 2022Q3 20235
Magnus Financial Group LLC 550.00%0.00%0.01%Q3 2019Q3 20205
Copperleaf Capital, LLC 320.03%0.04%0.07%Q2 2022Q3 20235
Summit Trail Advisors, LLC 210.00%0.01%0.02%Q4 2017Q3 20235
EVOKE WEALTH, LLC 410.00%0.00%0.00%Q3 2019Q3 20225
Wilmington Funds Management Corp 550.04%0.05%0.05%Q2 2013Q2 20145
ADVISOR PARTNERS II, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
Colonial Trust Co / SC 550.01%0.01%0.02%Q3 2022Q3 20235
Balentine LLC 210.00%0.00%0.00%Q3 2018Q2 20225
Wealthstream Advisors, Inc. 550.03%0.03%0.04%Q3 2022Q3 20235
Opes Advisors Inc 550.03%0.04%0.05%Q4 2017Q4 20185
WRIGHT INVESTORS SERVICE INC 550.41%0.66%0.88%Q2 2013Q2 20145
Jefferies Group LLC 210.00%0.00%0.00%Q3 2013Q4 20195
ALTERNA WEALTH MANAGEMENT, INC 320.03%0.16%0.22%Q4 2018Q1 20225
Avalon Investment & Advisory 550.00%0.00%0.01%Q3 2013Q3 20145
Stonebridge Capital Advisors LLC 320.00%0.00%0.00%Q4 2019Q2 20215
Apollon Wealth Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Legacy Wealth Asset Management, LLC 550.14%0.16%0.18%Q3 2022Q3 20235
PRICE T ROWE ASSOCIATES INC /MD/ 550.00%0.00%0.00%Q3 2022Q3 20235
Wambolt & Associates, LLC 550.10%0.13%0.15%Q4 2018Q4 20195
Brinker Capital Investments, LLC 550.00%0.00%0.01%Q4 2021Q4 20225
JOHNSON INVESTMENT COUNSEL INC 410.00%0.01%0.02%Q3 2019Q3 20235
1832 Asset Management L.P. 310.00%0.00%0.00%Q2 2014Q2 20195
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q1 2018Q1 20195
PALLADIEM, LLC 550.04%0.09%0.11%Q2 2022Q2 20235
Argent Advisors, Inc. 550.02%0.06%0.12%Q4 2019Q4 20205
PAYDEN & RYGEL 320.00%0.01%0.01%Q4 2015Q3 20185
OppenheimerFunds, Inc. 550.00%0.00%0.00%Q4 2015Q4 20165
HERITAGE WEALTH MANAGEMENT, LLC 440.01%0.02%0.02%Q1 2022Q4 20224
MEEDER ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2021Q3 20224
Waverly Advisors, LLC 220.00%0.00%0.00%Q3 2013Q3 20154
ALTFEST L J & CO INC 440.01%0.02%0.06%Q1 2020Q4 20204
Calamos Advisors LLC 440.00%0.00%0.00%Q2 2021Q1 20224
XTX Topco Ltd 210.01%0.04%0.09%Q3 2021Q3 20234
New Republic Capital, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Grove Bank & Trust 220.00%0.01%0.01%Q1 2021Q1 20234
Lenox Wealth Management, Inc. 440.00%0.00%0.01%Q3 2019Q2 20204
Freedman Financial Associates, Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
ROWLAND CARMICHAEL ADVISORS INC /ADV 440.06%0.08%0.10%Q4 2017Q3 20184
Hoxton Planning & Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Gradient Investments LLC 220.00%0.00%0.00%Q3 2016Q1 20184
Breakwater Capital Group 440.01%0.02%0.03%Q4 2022Q3 20234
Arbor Wealth Management, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
MISSION WEALTH MANAGEMENT, LP 310.01%0.04%0.05%Q2 2015Q1 20174
CLEAR STREET MARKETS LLC 310.00%0.01%0.02%Q4 2015Q4 20184
Straight Path Wealth Management 440.02%0.02%0.03%Q2 2022Q1 20234
Ascent Group, LLC 310.00%0.01%0.01%Q4 2021Q1 20234
Winslow, Evans & Crocker, Inc. 310.00%0.01%0.01%Q2 2014Q1 20194
Lido Advisors, LLC 220.00%0.00%0.01%Q3 2019Q3 20234
Paloma Partners Management Co 110.00%0.00%0.01%Q2 2019Q4 20214
Great Diamond Partners, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Baird Financial Group, Inc. 310.00%0.00%0.00%Q2 2015Q1 20204
PRENTISS SMITH & CO INC 440.00%0.00%0.00%Q2 2015Q1 20164
TOCQUEVILLE ASSET MANAGEMENT L.P. 440.01%0.01%0.02%Q1 2017Q4 20174
Sargent Investment Group, LLC 220.00%0.00%0.00%Q4 2019Q3 20214
Chicago Capital, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
MARSHALL WACE, LLP 210.00%0.01%0.02%Q2 2021Q2 20234
Enlightenment Research, LLC 310.03%0.11%0.28%Q4 2018Q1 20204
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Onyx Bridge Wealth Group LLC 440.01%0.01%0.01%Q4 2020Q3 20214
ATLAS CAPITAL ADVISORS LLC 310.00%0.00%0.00%Q3 2021Q3 20224
Lavaca Capital LLC 440.02%0.03%0.03%Q4 2018Q3 20194
Savant Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Schubert & Co 440.00%0.00%0.00%Q2 2022Q1 20234
Red Door Wealth Management, LLC 440.01%0.01%0.01%Q1 2020Q4 20204
HALBERT HARGROVE GLOBAL ADVISORS, LLC 210.00%0.00%0.00%Q3 2021Q1 20234
COOKSON PEIRCE & CO INC 310.01%0.02%0.03%Q4 2013Q2 20154
Icon Wealth Partners, LLC 310.02%0.06%0.10%Q4 2017Q1 20194
Cypress Wealth Advisors LLC 220.02%0.05%0.08%Q1 2016Q1 20194
One Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Centurion Wealth Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
NICOLET ADVISORY SERVICES, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
PATTON ALBERTSON MILLER GROUP, LLC 440.01%0.01%0.01%Q2 2019Q1 20204
MUFG Americas Holdings Corp 310.00%0.00%0.00%Q4 2010Q1 20154
O'Keefe Stevens Advisory, Inc. 440.02%0.03%0.03%Q1 2023Q4 20234
WEALTHFRONT Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Princeton Alpha Management LP 310.01%0.11%0.24%Q2 2014Q4 20154
WealthTrust-Arizona, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
Bleakley Financial Group, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Bogart Wealth, LLC 440.00%0.01%0.02%Q3 2019Q2 20204
SIMON QUICK ADVISORS, LLC 210.00%0.00%0.01%Q1 2019Q3 20234
Koshinski Asset Management, Inc. 310.00%0.00%0.00%Q3 2021Q4 20224
Cutter & CO Brokerage, Inc. 440.01%0.01%0.01%Q2 2019Q1 20204
Stamos Capital Partners, L.P. 441.20%1.87%2.20%Q3 2022Q2 20234
Aspen Grove Capital, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Bartlett & Co. LLC 310.00%0.00%0.00%Q1 2019Q2 20214
Kore Private Wealth LLC 210.00%0.00%0.01%Q4 2018Q2 20214
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.01%Q1 2017Q4 20174
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
BOK Financial Private Wealth, Inc. 440.00%0.00%0.01%Q4 2018Q3 20194
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q3 2021Q2 20234
Ameritas Investment Company, LLC 310.00%0.00%0.00%Q3 2019Q1 20214
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q4 2017Q1 20204
Gallacher Capital Management LLC 440.18%0.20%0.22%Q4 2022Q3 20234
MILES CAPITAL, INC. 330.04%0.04%0.05%Q3 2016Q1 20173
ELLINGTON MANAGEMENT GROUP LLC 110.03%0.04%0.06%Q3 2013Q2 20153
Intrua Financial, LLC 210.01%0.01%0.02%Q1 2022Q1 20233
RNC CAPITAL MANAGEMENT LLC 210.00%0.00%0.01%Q2 2017Q4 20193
Boltwood Capital Management 330.01%0.01%0.01%Q1 2023Q3 20233
Bluefin Trading, LLC 110.00%0.01%0.02%Q2 2018Q2 20193
CHILDRESS CAPITAL ADVISORS, LLC 210.00%0.01%0.01%Q4 2020Q3 20223
APOGEM CAPITAL LLC 330.66%0.71%0.74%Q1 2021Q3 20213
DAVENPORT & Co LLC 210.00%0.00%0.00%Q4 2019Q3 20233
HABERER REGISTERED INVESTMENT ADVISOR INC 330.00%0.00%0.00%Q2 2013Q4 20133
Allen Investment Management, LLC 330.02%0.02%0.03%Q2 2016Q4 20163
LVW Advisors, LLC 330.01%0.01%0.02%Q3 2019Q1 20203
WELLINGTON MANAGEMENT GROUP LLP 330.00%0.00%0.00%Q2 2019Q4 20193
Global Financial Private Capital, Inc 330.00%0.00%0.00%Q3 2017Q1 20183
LMR Partners LLP 330.12%0.15%0.19%Q1 2019Q3 20193
ExodusPoint Capital Management, LP 210.00%0.00%0.01%Q2 2019Q2 20223
MOTCO 110.00%0.00%0.00%Q3 2016Q2 20233
Sepio Capital, LP 330.02%0.02%0.02%Q4 2018Q2 20193
SAC Capital Advisors LP 210.00%0.00%0.00%Q2 2013Q1 20143
Trek Financial, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Covenant Partners, LLC 210.20%0.23%0.26%Q1 2019Q4 20193
Aris Wealth Services, Inc. 330.00%0.01%0.02%Q1 2015Q3 20153
Hoxton Financial, Inc. 330.02%0.02%0.03%Q2 2013Q4 20133
AIGEN INVESTMENT MANAGEMENT, LP 110.01%0.02%0.03%Q1 2020Q2 20233
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.00%0.00%Q1 2017Q2 20233
DEERE & CO 330.04%0.05%0.05%Q1 2016Q3 20163
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
Single Point Partners, LLC 330.03%0.03%0.04%Q3 2022Q1 20233
Qtron Investments LLC 210.04%0.05%0.08%Q3 2021Q3 20233
IPG Investment Advisors LLC 210.01%0.05%0.07%Q3 2016Q4 20193
Blue Investment Partners LLC 330.02%0.02%0.03%Q4 2022Q2 20233
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q2 2013Q4 20213
Secrest Blakey & Associates, LLC 330.03%0.05%0.06%Q1 2020Q3 20203
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
NatWest Group plc 330.00%0.00%0.00%Q1 2015Q3 20153
del Rey Global Investors, LLC 331.01%1.38%2.06%Q2 2013Q4 20133
BANK OF NOVA SCOTIA 330.01%0.01%0.01%Q4 2013Q2 20143
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q3 20233
Shepherd Financial Partners LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.05%0.14%Q4 2017Q4 20183
Jump Financial, LLC 330.00%0.01%0.02%Q4 2022Q2 20233
BRASADA CAPITAL MANAGEMENT, LP 330.26%0.30%0.37%Q2 2021Q4 20213
Gary Goldberg Planning Services Inc 330.01%0.01%0.01%Q2 2014Q4 20143
Sage Mountain Advisors LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Analyst IMS Investment Management Services Ltd. 330.02%0.03%0.04%Q4 2014Q2 20153
CHOREO, LLC 210.01%0.01%0.01%Q1 2017Q1 20183
Integrated Wealth Concepts LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Centiva Capital, LP 210.00%0.00%0.00%Q3 2022Q3 20233
COWEN INC. 330.14%1.66%3.13%Q4 2018Q2 20193
PITCAIRN CO 210.00%0.00%0.01%Q2 2022Q1 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Mount Yale Investment Advisors, LLC 330.01%0.02%0.02%Q1 2018Q3 20183
Cape Investment Advisory, Inc. 330.07%0.07%0.07%Q1 2023Q3 20233
Sandbox Financial Partners, LLC 330.00%0.01%0.02%Q2 2021Q4 20213
Gator Capital Management, LLC 330.42%0.81%1.09%Q2 2018Q4 20183
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2014Q1 20163
FLC Capital Advisors 330.01%0.01%0.01%Q2 2019Q4 20193
Adero Partners, LLC 110.00%0.00%0.01%Q3 2021Q3 20233
NEIRG Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Monte Financial Group, LLC 330.04%0.05%0.06%Q4 2017Q2 20183
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2015Q1 20193
Prospera Financial Services Inc 210.00%0.00%0.00%Q1 2022Q3 20233
CITY NATIONAL BANK 210.00%0.00%0.00%Q4 2013Q1 20153
Engineers Gate Manager LP 210.00%0.00%0.00%Q2 2022Q3 20233
GSA CAPITAL PARTNERS LLP 210.01%0.01%0.01%Q1 2015Q2 20233
Werba Rubin Papier Wealth Management 330.02%0.03%0.03%Q4 2022Q2 20233
DENVER INVESTMENT ADVISORS LLC 330.00%0.00%0.01%Q3 2016Q1 20173
MIDAS MANAGEMENT CORP 330.42%0.47%0.51%Q2 2016Q4 20163
Kovack Advisors, Inc. 330.01%0.01%0.01%Q3 2019Q1 20203
MONETA GROUP INVESTMENT ADVISORS LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Destiny Wealth Partners, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
WCG Wealth Advisors LLC 220.00%0.01%0.01%Q2 2022Q3 20223
Choate Investment Advisors 110.00%0.00%0.01%Q4 2020Q3 20232
Western Wealth Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Senvest Management, LLC 220.10%0.11%0.12%Q2 2016Q3 20162
FIRST CITIZENS BANK & TRUST CO 220.00%0.01%0.01%Q3 2019Q4 20192
Berkeley Capital Partners, LLC 110.02%0.02%0.03%Q4 2018Q4 20192
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20192
Private Vista, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
PFW Advisors LLC 220.04%0.04%0.04%Q2 2023Q3 20232
EJF Capital LLC 220.02%0.02%0.03%Q2 2016Q3 20162
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2015Q2 20162
Arden Trust Co 110.00%0.00%0.01%Q2 2019Q1 20202
PORTLAND INVESTMENT COUNSEL INC. 222.02%3.17%4.32%Q2 2013Q3 20132
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q3 2014Q4 20142
Fortune Financial Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
GENESEE VALLEY TRUST CO 220.10%0.10%0.10%Q4 2017Q1 20182
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q3 20202
DUBUQUE BANK & TRUST CO 220.00%0.00%0.00%Q2 2013Q3 20132
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
Invictus RG 220.01%0.01%0.01%Q4 2015Q1 20162
GOFEN & GLOSSBERG LLC /IL/ 220.00%0.00%0.00%Q2 2016Q3 20162
Marquette Asset Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Signature Financial Management, Inc. 220.01%0.01%0.01%Q2 2017Q3 20172
O'Dell Group, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
JANUS HENDERSON INVESTORS US LLC 220.00%0.00%0.00%Q3 2015Q4 20152
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
TRUST CO OF VERMONT 220.00%0.00%0.00%Q1 2017Q2 20172
Koss-Olinger Consulting, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q2 2023Q3 20232
FLOW TRADERS U.S. LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Segantii Capital Management Ltd 220.19%0.26%0.33%Q4 2018Q1 20192
Cornerstone Planning Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HHG & Company, LLC 220.03%0.04%0.04%Q3 2014Q4 20142
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Stratos Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Procyon Advisors, LLC 220.01%0.03%0.04%Q4 2019Q1 20202
Whitnell & Co. 110.00%0.00%0.00%Q1 2016Q3 20162
A.R.T. Advisors, LLC 110.00%0.02%0.04%Q1 2016Q3 20182
GRIFFIN ASSET MANAGEMENT, INC. 220.01%0.01%0.01%Q1 2019Q2 20192
Pinkerton Retirement Specialists, LLC 110.04%0.04%0.05%Q2 2016Q4 20162
Copeland Capital Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Wealth Alliance 220.01%0.05%0.10%Q4 2019Q1 20202
COLRAIN CAPITAL LLC 220.33%0.40%0.47%Q4 2016Q1 20172
Eagle Bay Advisors LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Syverson Strege & Co 110.01%0.01%0.01%Q3 2021Q1 20232
OLD SECOND NATIONAL BANK OF AURORA 220.02%0.02%0.02%Q3 2017Q4 20172
BANK OF THE WEST 220.01%0.01%0.01%Q4 2015Q1 20162
Tradeworx Inc. 110.03%0.04%0.04%Q4 2013Q2 20142
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
SEVEN MILE ADVISORY 220.03%0.04%0.05%Q2 2023Q3 20232
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q3 20202
NORGES BANK 220.00%0.00%0.00%Q3 2022Q4 20222
Airain ltd 110.01%0.04%0.07%Q1 2016Q4 20162
Fourthstone LLC 220.02%0.06%0.10%Q1 2020Q2 20202
Premia Global Advisors, LLC 220.22%0.24%0.25%Q4 2017Q1 20182
Concert Wealth Management Inc. 220.01%0.01%0.01%Q2 2016Q3 20162
AMG National Trust Bank 220.14%0.15%0.15%Q4 2018Q1 20192
Crumly & Associates Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2018Q2 20212
Parcion Private Wealth LLC 220.01%0.03%0.04%Q4 2019Q1 20202
Fiera Capital Corp 220.00%0.00%0.00%Q3 2016Q4 20162
ING GROEP NV 220.03%0.12%0.21%Q2 2013Q3 20132
Barnett & Company, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2019Q3 20202
CASPIAN CAPITAL LP 221.07%1.22%1.38%Q2 2013Q3 20132
SENTINEL TRUST CO LBA 220.01%0.01%0.01%Q1 2019Q2 20192
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.02%Q3 2015Q4 20152
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SYMPHONY ASSET MANAGEMENT LLC 220.03%0.03%0.03%Q3 2015Q4 20152
INTREPID CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
Beaird Harris Wealth Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
CONNING INC. 220.00%0.00%0.00%Q2 2017Q3 20172
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.01%Q2 2014Q3 20152
Old North State Trust, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
EFG Asset Management (Americas) Corp. 220.01%0.04%0.08%Q3 2014Q4 20142
OLD MISSION CAPITAL, LLC 110.03%0.04%0.05%Q4 2016Q4 20202
Beverly Hills Private Wealth, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Personal Capital Advisors Corp 220.00%0.00%0.00%Q3 2020Q4 20202
Mayflower Financial Advisors, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
YorkBridge Wealth Partners, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Graves Light Lenhart Wealth, Inc. 220.00%0.01%0.01%Q4 2019Q1 20202
GoldenTree Asset Management 110.00%0.06%0.12%Q4 2015Q4 20202
Laurel Wealth Advisors LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Dynamic Advisor Solutions LLC 110.00%0.00%0.01%Q2 2022Q3 20232
FLPUTNAM INVESTMENT MANAGEMENT CO 110.00%0.00%0.00%Q1 2023Q3 20232
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Integrated Advisors Network LLC 220.02%0.02%0.02%Q4 2019Q1 20202
TUCKER ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Sugarloaf Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Bellwether Investment Group, LLC 220.01%0.03%0.04%Q4 2016Q1 20172
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q2 20222
Palisade Asset Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Ground Swell Capital, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Financial Architects, Inc 110.00%0.00%0.00%Q2 2016Q2 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Graham Capital Management, L.P. 110.34%0.34%0.34%Q1 2016Q1 20161
First Bank & Trust 110.00%0.00%0.00%Q2 2019Q2 20191
QUATTRO FINANCIAL ADVISORS LLC 110.18%0.18%0.18%Q4 2017Q4 20171
Aspire Private Capital, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
CAPITAL ONE FINANCIAL CORP 110.01%0.01%0.01%Q1 2020Q1 20201
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Telos Capital Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
NEW YORK STATE COMMON RETIREMENT FUND 110.00%0.00%0.00%Q3 2021Q3 20211
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
DONALDSON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 110.00%0.00%0.00%Q3 2020Q3 20201
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Haverford Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
GETCO Holding Company, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
HBC Financial Services, PLLC 110.00%0.00%0.00%Q3 2023Q3 20231
Enterprise Bank & Trust Co 110.09%0.09%0.09%Q1 2019Q1 20191
Rotella Capital Management, Inc. 110.06%0.06%0.06%Q2 2015Q2 20151
BigSur Wealth Management LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Planned Solutions, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
TRENT CAPITAL MANAGEMENT INC /NC/ 110.02%0.02%0.02%Q4 2016Q4 20161
FormulaFolio Investments, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Mutual Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
SYSTM Wealth Solutions LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2014Q4 20141
F3Logic, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
QUEST CAPITAL MANAGEMENT INC /ADV 110.01%0.01%0.01%Q2 2019Q2 20191
Westside Investment Management, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
CRAWFORD INVESTMENT COUNSEL INC 110.00%0.00%0.00%Q1 2016Q1 20161
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2013Q3 20131
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q4 2020Q4 20201
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Founders Capital Management 110.00%0.00%0.00%Q4 2017Q4 20171
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q1 20181
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.59%0.59%0.59%Q3 2017Q3 20171
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Invictus RG Pte. Ltd. 110.01%0.01%0.01%Q3 2015Q3 20151
Americana Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Chescapmanager LLC 110.19%0.19%0.19%Q1 2019Q1 20191
QRG CAPITAL MANAGEMENT, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Lee Financial Co 110.00%0.00%0.00%Q2 2018Q2 20181
FNY Partners Fund LP 110.02%0.02%0.02%Q1 2017Q1 20171
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
JT Stratford LLC 110.03%0.03%0.03%Q3 2019Q3 20191
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.01%Q3 2014Q3 20141
FOUNDERS BANK & TRUST 110.00%0.00%0.00%Q2 2013Q2 20131
Waldron Private Wealth LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sageworth Trust Co 110.02%0.02%0.02%Q4 2014Q4 20141
Avior Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
FIRSTMERIT BANK N A TRUSTEE 110.00%0.00%0.00%Q1 2015Q1 20151
Arlington Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sterling Financial Group, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q3 2019Q3 20191
XY Capital Ltd 110.20%0.20%0.20%Q4 2022Q4 20221
CLOVERFIELDS CAPITAL GROUP, LP 110.00%0.00%0.00%Q4 2020Q4 20201
Jump Trading, LLC 110.03%0.03%0.03%Q1 2019Q1 20191
VERTEX ONE ASSET MANAGEMENT INC. 114.86%4.86%4.86%Q2 2013Q2 20131
SageView Advisory Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JOYN Advisors, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Community Bank, N.A. 110.00%0.00%0.00%Q3 2022Q3 20221
Tanager Wealth Management LLP 110.02%0.02%0.02%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Andesa Financial Management Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
Karp Capital Management Corp 110.03%0.03%0.03%Q1 2017Q1 20171
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q1 2019Q1 20191
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q2 20181
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FIRST NATIONAL TRUST CO 110.01%0.01%0.01%Q2 2014Q2 20141
Principal Street Partners, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
SALEM INVESTMENT COUNSELORS INC 110.01%0.01%0.01%Q1 2017Q1 20171
Moors & Cabot, Inc. 110.01%0.01%0.01%Q2 2018Q2 20181
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Callan Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2015Q4 20151
ArchPoint Investors 110.04%0.04%0.04%Q3 2021Q3 20211
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
SouthState Corp 110.02%0.02%0.02%Q4 2017Q4 20171
Crestone Asset Management LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
TRANSCEND CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 110.03%0.03%0.03%Q3 2023Q3 20231
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Nine Chapters Capital Management LLC 110.01%0.01%0.01%Q2 2015Q2 20151
MANA Advisors LLC 110.47%0.47%0.47%Q4 2018Q4 20181
COLDSTREAM CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Good Life Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Moreno Evelyn V 110.01%0.01%0.01%Q3 2023Q3 20231
Versant Capital Management, Inc 110.00%0.00%0.00%Q1 2019Q1 20191
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
SFE Investment Counsel 110.01%0.01%0.01%Q2 2023Q2 20231
GENWORTH FINANCIAL INC 110.01%0.01%0.01%Q2 2013Q2 20131
BALASA DINVERNO & FOLTZ LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Risk Paradigm Group, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
XPONANCE, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2023Q4 20231
TUDOR INVESTMENT CORP ET AL 110.00%0.00%0.00%Q4 2018Q4 20181
Clearstead Advisors, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Advisor Resource Council 110.01%0.01%0.01%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Fund Evaluation Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
STONNINGTON GROUP, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Windsor Capital Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
DCM Advisors, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Gryphon Financial Partners LLC 110.02%0.02%0.02%Q4 2018Q4 20181
DUFF & PHELPS INVESTMENT MANAGEMENT CO 110.02%0.02%0.02%Q2 2019Q2 20191
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
ANCHOR CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Robertson Stephens Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Private Portfolio Partners LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Newport Capital Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.02%0.02%0.02%Q3 2022Q3 20221
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2021Q3 20211
Headlands Technologies LLC 110.03%0.03%0.03%Q2 2023Q2 20231
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SUMIT CAPITAL, LLC 110.34%0.34%0.34%Q3 2014Q3 20141
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 110.00%0.00%0.00%Q4 2015Q4 20151
MAPLE SECURITIES USA INC 110.02%0.02%0.02%Q4 2014Q4 20141
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Prestige Wealth Management Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AMP Capital Investors Ltd 110.01%0.01%0.01%Q2 2013Q2 20131
KMS FINANCIAL SERVICES, INC 110.01%0.01%0.01%Q2 2013Q2 20131
Regal Investment Advisors LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Executive Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
OXFORD ASSET MANAGEMENT LLP 110.01%0.01%0.01%Q4 2018Q4 20181
Clean Yield Group 110.00%0.00%0.00%Q1 2017Q1 20171
Burns Matteson Capital Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
Argent Trust Co 110.01%0.01%0.01%Q3 2016Q3 20161
DRW SECURITIES, L.L.C. 110.02%0.02%0.02%Q3 2022Q3 20221
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
Trilogy Capital Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q2 2013Q2 20131
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CFM WEALTH PARTNERS LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
GeoWealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hirtle Callaghan & Co LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Nicholas Hoffman & Company, LLC. 110.08%0.08%0.08%Q2 2017Q2 20171
HM PAYSON & CO 110.00%0.00%0.00%Q4 2020Q4 20201
CFO4Life, L.P. 110.02%0.02%0.02%Q4 2022Q4 20221
Ruggie Capital Group 110.00%0.00%0.00%Q2 2015Q2 20151
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2016Q2 20161
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q2 2013Q2 20131
XR Securities LLC 110.01%0.01%0.01%Q2 2021Q2 20211
FFT WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q2 2017Q2 20171
PFG Advisors 110.00%0.00%0.00%Q3 2023Q3 20231
LEUTHOLD GROUP, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Highland Private Wealth Management 110.01%0.01%0.01%Q1 2020Q1 20201
Rodgers Brothers Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Hemenway Trust Co LLC 110.05%0.05%0.05%Q1 2013Q1 20131
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
CHERRYDALE WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Parametrica Management Ltd 110.04%0.04%0.04%Q2 2022Q2 20221
Foster Group, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q3 2019Q3 20191
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Tarbox Family Office, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
CGN Advisors LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GUARDIAN CAPITAL ADVISORS LP 110.00%0.00%0.00%Q4 2022Q4 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Quantinno Capital Management LP 110.01%0.01%0.01%Q2 2022Q2 20221
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AlphaMark Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HARDING LOEVNER LP 110.00%0.00%0.00%Q3 2015Q3 20151
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
DFPG INVESTMENTS, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Cullen Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ZEKE CAPITAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Lombard Odier Asset Management (Switzerland) SA 110.08%0.08%0.08%Q4 2017Q4 20171
Riverview Trust Co 110.00%0.00%0.00%Q1 2019Q1 20191
NVWM, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Delphi Private Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Souders Financial Advisors 110.02%0.02%0.02%Q1 2020Q1 20201
MAVERICK CAPITAL LTD 110.01%0.01%0.01%Q2 2021Q2 20211
Ledyard National Bank 110.00%0.00%0.00%Q2 2014Q2 20141
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Coe Capital Management, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
External links

This page lists all the filers that currently own LLOYDS BANKING GROUP PLC or have owned LLOYDS BANKING GROUP PLC in the past.