MAGELLAN MIDSTREAM PRTNRS LP shareholder history

Current and past MAGELLAN MIDSTREAM PRTNRS LP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 41410.00%0.00%0.02%Q2 2013Q2 2023117
Walleye Trading LLC 41410.00%0.02%0.12%Q2 2013Q2 2023104
BARCLAYS PLC 41410.00%0.02%0.14%Q2 2013Q2 2023103
CITIGROUP INC 41410.00%0.01%0.08%Q2 2013Q2 202391
Citadel Advisors 2840.00%0.00%0.01%Q3 2013Q2 202389
JANE STREET GROUP, LLC 3610.00%0.01%0.13%Q1 2014Q2 202385
Cutler Group LLC / CA 31310.00%0.01%0.27%Q4 2015Q2 202376
WOLVERINE TRADING, LLC 1810.00%0.01%0.02%Q2 2016Q2 202375
GOLDMAN SACHS GROUP INC 4140.00%0.11%0.28%Q1 2012Q2 202367
HUNTINGTON NATIONAL BANK 59590.00%0.02%0.07%Q1 2009Q3 202359
Parallax Volatility Advisers, L.P. 1010.00%0.01%0.04%Q2 2013Q3 202257
ROYAL BANK OF CANADA 41410.00%0.01%0.04%Q2 2013Q2 202353
Nuveen Asset Management, LLC 41410.00%0.05%0.27%Q2 2013Q2 202353
BANK OF AMERICA CORP /DE/ 41410.00%0.04%0.13%Q2 2013Q2 202350
PEAK6 Investments LLC 1530.00%0.01%0.04%Q3 2018Q2 202350
MCF Advisors LLC 4060.00%0.08%0.27%Q4 2011Q2 202346
PEAK6 Group LLC 1550.00%0.05%0.13%Q2 2013Q2 201845
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 41410.01%2.31%6.00%Q2 2013Q2 202345
Veritable, L.P. 43430.01%0.16%0.38%Q4 2012Q2 202344
Heronetta Management, L.P. 43436.83%9.35%13.02%Q4 2012Q2 202343
M&T BANK CORP 41410.00%0.08%0.22%Q2 2013Q2 202343
LEAVELL INVESTMENT MANAGEMENT, INC. 4120.11%0.69%1.17%Q2 2010Q2 202343
Raymond James Financial Services Advisors, Inc. 3640.00%0.13%0.64%Q2 2013Q2 202343
KEYBANK NATIONAL ASSOCIATION/OH 43430.02%0.04%0.10%Q4 2012Q2 202343
Cetera Advisor Networks LLC 42420.01%0.05%0.16%Q1 2013Q2 202342
SHEETS SMITH WEALTH MANAGEMENT 42420.18%0.59%1.04%Q1 2013Q2 202342
HighTower Advisors, LLC 41410.00%0.39%0.94%Q2 2013Q2 202342
Creative Planning 41410.00%0.41%0.99%Q2 2013Q2 202342
DEUTSCHE BANK AG\ 40400.00%0.05%0.14%Q3 2013Q2 202342
Bank of New York Mellon Corp 42420.00%0.00%0.02%Q1 2013Q2 202342
CHICKASAW CAPITAL MANAGEMENT LLC 41413.87%5.82%10.40%Q2 2013Q2 202341
FRANKLIN RESOURCES INC 41410.00%0.00%0.00%Q2 2013Q2 202341
SALEM INVESTMENT COUNSELORS INC 41410.04%0.13%0.26%Q2 2013Q2 202341
ARCADIA INVESTMENT MANAGEMENT CORP/MI 41410.01%0.21%0.67%Q2 2013Q2 202341
CULLEN/FROST BANKERS, INC. 41410.02%0.04%0.06%Q2 2013Q2 202341
D.A. DAVIDSON & CO. 41410.01%0.04%0.07%Q2 2013Q2 202341
TOCQUEVILLE ASSET MANAGEMENT L.P. 41410.01%0.05%0.09%Q2 2013Q2 202341
Hilton Capital Management, LLC 41410.14%2.21%6.29%Q2 2013Q2 202341
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 41410.01%0.18%0.64%Q2 2013Q2 202341
CLIFFORD SWAN INVESTMENT COUNSEL LLC 41410.05%0.13%0.22%Q2 2013Q2 202341
FIRST MANHATTAN CO. LLC. 41410.00%0.02%0.05%Q2 2013Q2 202341
TORTOISE CAPITAL ADVISORS, L.L.C. 41412.76%6.32%8.25%Q2 2013Q2 202341
Pinnacle Holdings, LLC 41410.77%2.04%3.85%Q2 2013Q2 202341
Mariner, LLC 41410.03%0.16%0.48%Q2 2013Q2 202341
CASTLEARK MANAGEMENT LLC 41410.08%0.22%0.41%Q2 2013Q2 202341
Verity & Verity, LLC 41410.18%0.88%1.96%Q2 2013Q2 202341
MORGAN STANLEY 41410.02%0.06%0.09%Q2 2013Q2 202341
Evercore Wealth Management, LLC 41410.00%0.02%0.04%Q2 2013Q2 202341
Segment Wealth Management, LLC 41410.06%0.39%0.80%Q2 2013Q2 202341
DF DENT & CO INC 41410.00%0.01%0.03%Q2 2013Q2 202341
KARPAS STRATEGIES, LLC 41412.63%4.55%6.84%Q2 2013Q2 202341
STEPHENS INC /AR/ 41410.02%0.11%0.22%Q2 2013Q2 202341
Energy Income Partners, LLC 41413.73%5.78%9.36%Q2 2013Q2 202341
Invesco Ltd. 41410.00%0.06%0.20%Q2 2013Q2 202341
FIFTH THIRD BANCORP 41410.00%0.01%0.02%Q2 2013Q2 202341
Town & Country Bank & Trust CO dba First Bankers Trust CO 41410.20%0.43%0.61%Q2 2013Q2 202341
BEACON FINANCIAL GROUP 41410.15%0.59%1.36%Q3 2013Q3 202341
FIRST FINANCIAL CORP /IN/ 41410.03%0.04%0.05%Q2 2013Q2 202341
WELLS FARGO & COMPANY/MN 41410.00%0.02%0.03%Q2 2013Q2 202341
PINNACLE ASSOCIATES LTD 41410.02%0.03%0.04%Q2 2013Q2 202341
Bollard Group LLC 41410.68%1.47%2.26%Q2 2013Q2 202341
DEARBORN PARTNERS LLC 41410.01%0.25%0.47%Q2 2013Q2 202341
BROWN ADVISORY INC 41410.01%0.04%0.07%Q2 2013Q2 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.09%0.55%1.10%Q2 2013Q3 202341
Gilman Hill Asset Management, LLC 41410.98%1.40%2.04%Q2 2013Q2 202341
Cambridge Investment Research Advisors, Inc. 41410.01%0.03%0.06%Q2 2013Q2 202341
US BANCORP \DE\ 41410.01%0.02%0.04%Q2 2013Q2 202341
ArchPoint Investors 41410.02%0.81%1.46%Q2 2013Q2 202341
BLAIR WILLIAM & CO/IL 41410.03%0.09%0.25%Q2 2013Q2 202341
Neuberger Berman Group LLC 41410.01%0.02%0.04%Q2 2013Q2 202341
DIVIDEND ASSETS CAPITAL, LLC 41412.21%3.84%7.65%Q2 2013Q2 202341
KING LUTHER CAPITAL MANAGEMENT CORP 41410.01%0.03%0.05%Q2 2013Q2 202341
ENVESTNET ASSET MANAGEMENT INC 41410.00%0.00%0.01%Q2 2013Q2 202341
Coastline Trust Co 41410.05%0.31%0.77%Q2 2013Q2 202341
BEACH INVESTMENT COUNSEL INC/PA 3561.57%4.99%7.48%Q1 2013Q2 202341
WHITTIER TRUST CO 41410.00%0.01%0.02%Q2 2013Q2 202341
LPL Financial LLC 41410.01%0.02%0.05%Q2 2013Q2 202341
MAI Capital Management 41410.08%0.60%1.70%Q2 2013Q2 202341
GLENMEDE TRUST CO NA 41410.02%0.03%0.06%Q2 2013Q2 202341
AMERIPRISE FINANCIAL INC 41410.00%0.00%0.02%Q2 2013Q2 202341
NOESIS CAPITAL MANGEMENT CORP 41410.05%0.39%0.91%Q2 2013Q2 202341
NORTHERN TRUST CORP 41410.00%0.00%0.01%Q2 2013Q2 202341
SILVERCREST ASSET MANAGEMENT GROUP LLC 41410.01%0.09%0.21%Q2 2013Q2 202341
RAYMOND JAMES & ASSOCIATES 41410.01%0.08%0.14%Q2 2013Q2 202341
BROWN BROTHERS HARRIMAN & CO 41410.00%0.00%0.02%Q2 2013Q2 202341
Janney Montgomery Scott LLC 41410.01%0.06%0.22%Q2 2013Q2 202341
Cypress Capital Group 41410.16%0.72%1.69%Q2 2013Q2 202341
Narwhal Capital Management 41410.13%0.50%1.03%Q2 2013Q2 202341
TOWER BRIDGE ADVISORS 41410.04%0.10%0.18%Q2 2013Q2 202341
KAYNE ANDERSON CAPITAL ADVISORS LP 41410.76%3.09%5.58%Q2 2013Q2 202341
UBS Group AG 35350.00%0.12%0.40%Q4 2014Q2 202341
Carnegie Capital Asset Management, LLC 41410.01%0.26%0.74%Q2 2013Q2 202341
BLACKHILL CAPITAL INC 41410.02%0.64%1.04%Q2 2013Q2 202341
JPMORGAN CHASE & CO 41410.00%0.05%0.10%Q2 2013Q2 202341
MILLER HOWARD INVESTMENTS INC /NY 41410.77%2.39%5.50%Q2 2013Q2 202341
Dorsey & Whitney Trust CO LLC 41410.03%0.22%0.74%Q2 2013Q2 202341
Endurance Wealth Management, Inc. 41410.04%0.23%0.58%Q2 2013Q2 202341
PNC FINANCIAL SERVICES GROUP, INC. 41410.01%0.03%0.07%Q2 2013Q2 202341
DUNCKER STREETT & CO INC 41410.04%0.23%0.47%Q2 2013Q2 202341
EAGLE GLOBAL ADVISORS LLC 41410.16%4.12%7.17%Q2 2013Q2 202341
ClearBridge Investments 41410.07%0.23%0.40%Q2 2013Q2 202341
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 41410.82%1.92%2.61%Q2 2013Q2 202341
Linscomb & Williams, Inc. 41410.04%0.13%0.24%Q2 2013Q2 202341
Busey Bank 41410.03%0.08%0.18%Q2 2013Q2 202341
ALPS ADVISORS INC 41414.51%6.29%7.95%Q2 2013Q2 202341
Texas Yale Capital Corp. 41410.97%2.07%3.53%Q2 2013Q2 202341
BALDWIN BROTHERS LLC/MA 41410.19%1.22%2.56%Q2 2013Q2 202341
BESSEMER GROUP INC 41410.00%0.01%0.03%Q2 2013Q2 202341
Estabrook Capital Management 41410.00%0.02%0.06%Q2 2013Q2 202341
BRIDGES INVESTMENT MANAGEMENT INC 41410.01%0.07%0.16%Q2 2013Q2 202341
Cohen Capital Management, Inc. 41410.34%0.62%0.90%Q2 2013Q2 202341
Haverford Trust Co 41410.00%0.03%0.06%Q2 2013Q2 202341
RAYMOND JAMES TRUST N.A. 41410.01%0.05%0.09%Q2 2013Q2 202341
BOSTON FINANCIAL MANGEMENT LLC 41410.01%0.23%0.75%Q2 2013Q2 202341
OPPENHEIMER & CO INC 41410.01%0.05%0.12%Q2 2013Q2 202341
DUFF & PHELPS INVESTMENT MANAGEMENT CO 41410.01%0.35%0.60%Q2 2013Q2 202341
Sandy Spring Bank 41410.00%0.35%0.79%Q2 2013Q2 202341
SeaBridge Investment Advisors LLC 41410.25%0.55%1.04%Q2 2013Q2 202341
Edgemoor Investment Advisors, Inc. 41410.08%0.36%0.70%Q2 2013Q2 202341
CENTRAL TRUST Co 41410.00%0.02%0.05%Q2 2013Q2 202341
Financial Management Professionals, Inc. 41410.00%0.00%0.01%Q2 2013Q2 202341
Morningstar Investment Services LLC 41410.11%0.49%0.97%Q2 2013Q2 202341
BANK OF MONTREAL /CAN/ 3910.00%0.05%0.14%Q2 2013Q2 202341
CHILTON CAPITAL MANAGEMENT LLC 41410.12%0.21%0.34%Q2 2013Q2 202341
DAVIS R M INC 41410.01%0.02%0.06%Q2 2013Q2 202341
Ancora Advisors LLC 40400.02%0.12%0.24%Q3 2013Q2 202340
STEEL GROVE CAPITAL ADVISORS, LLC 3460.34%2.22%4.48%Q2 2013Q2 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3910.03%0.14%0.49%Q2 2013Q2 202340
CREDIT SUISSE AG/ 39390.00%0.04%0.12%Q1 2013Q3 202240
Bridgecreek Investment Management, LLC 40400.00%1.97%3.33%Q3 2013Q2 202340
ST GERMAIN D J CO INC 3910.00%0.04%0.10%Q2 2013Q2 202340
BNP PARIBAS FINANCIAL MARKETS 26140.00%0.01%0.04%Q2 2013Q2 202340
TIEDEMANN ADVISORS, LLC 39390.00%1.82%7.40%Q2 2013Q4 202240
Adams Asset Advisors, LLC 40400.23%0.53%0.95%Q2 2013Q1 202340
FINANCIAL COUNSELORS INC 27130.01%0.02%0.05%Q2 2013Q2 202340
BOKF, NA 3280.01%0.04%0.13%Q2 2013Q2 202340
Cutter & CO Brokerage, Inc. 40400.22%0.34%0.49%Q2 2013Q1 202340
MACQUARIE GROUP LTD 40400.00%0.03%0.11%Q2 2013Q1 202340
First Horizon Advisors, Inc. 40400.00%0.03%0.12%Q3 2013Q2 202340
FAYEZ SAROFIM & CO 3910.00%0.00%0.01%Q2 2013Q2 202340
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 39390.73%2.50%5.94%Q4 2013Q2 202339
Moors & Cabot, Inc. 38380.01%0.71%1.47%Q1 2014Q2 202339
Stonebridge Capital Advisors LLC 39390.03%0.13%0.33%Q4 2013Q2 202339
COHEN & STEERS, INC. 3810.00%0.02%0.08%Q2 2013Q2 202339
Smithfield Trust Co 39390.00%0.01%0.01%Q4 2013Q2 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.02%0.03%Q2 2013Q4 202239
EVERMAY WEALTH MANAGEMENT LLC 39390.05%0.15%0.38%Q4 2013Q2 202339
Cetera Advisors LLC 28110.01%0.05%0.12%Q2 2013Q2 202339
Northeast Financial Consultants Inc 39390.09%0.77%3.77%Q4 2013Q2 202339
Capital Advisors, Ltd. LLC 39390.04%0.23%0.58%Q4 2013Q2 202339
Private Advisor Group, LLC 39390.00%0.10%0.32%Q4 2013Q2 202339
Capital Investment Advisors, LLC 39390.03%0.20%0.59%Q4 2013Q2 202339
Focused Wealth Management, Inc 20190.00%0.01%0.01%Q3 2013Q2 202339
REGIONS FINANCIAL CORP 3090.00%0.01%0.01%Q2 2013Q2 202339
CAMBRIDGE TRUST CO 2710.01%0.03%0.06%Q2 2013Q2 202339
WALNUT PRIVATE EQUITY PARTNERS, LLC 38384.73%9.23%13.73%Q4 2013Q1 202338
Ironwood Investment Counsel, LLC 38380.05%0.75%1.80%Q4 2013Q1 202338
DELTA ASSET MANAGEMENT LLC/TN 3530.00%0.00%0.01%Q2 2013Q2 202338
STIFEL FINANCIAL CORP 38380.01%0.04%0.14%Q1 2014Q2 202338
EATON VANCE MANAGEMENT 38380.00%0.00%0.01%Q2 2013Q3 202238
SG Americas Securities, LLC 38380.00%0.02%0.06%Q1 2014Q2 202338
ProVise Management Group, LLC 38380.10%0.26%0.54%Q1 2014Q2 202338
BlackRock Inc. 3710.00%0.00%0.01%Q2 2013Q2 202338
Partners Group Holding AG 38380.02%0.49%1.83%Q2 2013Q3 202238
FMR LLC 23150.00%0.00%0.01%Q2 2013Q2 202338
CIBC Private Wealth Group, LLC 38380.09%0.85%2.11%Q1 2014Q2 202338
Salient Capital Advisors, LLC 38381.79%3.16%4.99%Q2 2013Q3 202238
Spot Trading L.L.C 16160.00%0.06%0.28%Q2 2013Q1 201738
CIBC Asset Management Inc 3440.00%0.00%0.00%Q2 2013Q4 202238
NAPLES GLOBAL ADVISORS, LLC 25130.03%0.10%0.23%Q4 2013Q2 202338
HighTower Trust Company, N.A. 1730.06%0.20%0.62%Q2 2013Q1 202337
Prospera Financial Services Inc 1720.01%0.12%0.33%Q2 2013Q2 202337
Joel Isaacson & Co., LLC 2980.02%0.11%0.27%Q4 2012Q2 202337
MURPHY CAPITAL MANAGEMENT INC 37370.03%0.63%1.95%Q2 2013Q2 202237
American Research & Management Co. 27100.10%0.27%0.48%Q2 2013Q3 202237
CINCINNATI INSURANCE CO 37370.06%0.17%0.32%Q2 2013Q2 202237
North Star Investment Management Corp. 21160.01%0.01%0.02%Q1 2014Q2 202337
Grassi Investment Management 37370.03%0.09%0.22%Q2 2014Q2 202337
EVERGREEN CAPITAL MANAGEMENT LLC 3150.05%0.32%1.32%Q1 2014Q2 202336
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2790.00%0.00%0.00%Q2 2014Q2 202336
Catalyst Capital Advisors LLC 36360.00%0.11%0.29%Q3 2014Q2 202336
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2970.00%0.06%0.15%Q3 2013Q3 202236
FIRST TRUST ADVISORS LP 3310.00%0.03%0.31%Q2 2013Q1 202336
Notis-McConarty Edward 36360.21%0.31%0.51%Q3 2014Q2 202336
CONNING INC. 25110.01%0.21%0.54%Q4 2013Q2 202336
Stratos Wealth Partners, LTD. 3240.01%0.05%0.28%Q2 2014Q2 202336
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 36360.06%1.43%3.00%Q2 2013Q1 202236
KINGS POINT CAPITAL MANAGEMENT 36360.00%0.06%0.14%Q2 2013Q1 202236
Saratoga Research & Investment Management 2790.01%0.02%0.04%Q2 2013Q2 202336
SPIRIT OF AMERICA MANAGEMENT CORP/NY 36360.95%2.49%3.14%Q3 2014Q2 202336
Avalon Investment & Advisory 36360.01%0.05%0.11%Q2 2014Q1 202336
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2790.02%0.05%0.11%Q2 2013Q2 202336
Russell Investments Group, Ltd. 27270.00%0.02%0.07%Q4 2016Q2 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.06%0.16%Q2 2013Q1 202236
COLONY GROUP LLC 18170.01%0.02%0.05%Q4 2013Q2 202335
SEGALL BRYANT & HAMILL, LLC 35350.01%0.03%0.06%Q1 2013Q3 202135
SVB WEALTH LLC 35350.01%0.07%0.24%Q4 2014Q2 202335
PRIVATE TRUST CO NA 3050.01%0.17%0.36%Q1 2013Q2 202335
CAPITAL ADVISORS INC/OK 2360.01%0.06%0.14%Q2 2013Q2 202335
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.01%0.03%Q2 2013Q4 202135
Sigma Planning Corp 35350.01%0.09%0.92%Q4 2014Q2 202335
BRIGHTON JONES LLC 1210.01%0.04%0.10%Q1 2014Q2 202335
B. Riley Wealth Advisors, Inc. 15100.02%0.09%0.22%Q2 2013Q2 202335
SEARLE & CO. 35350.28%0.99%6.83%Q4 2014Q2 202335
MITCHELL MCLEOD PUGH & WILLIAMS INC 35350.27%0.89%1.79%Q4 2014Q2 202335
Chicago Partners Investment Group LLC 35350.92%2.29%4.20%Q4 2014Q2 202335
M&R CAPITAL MANAGEMENT INC 2960.02%0.05%0.11%Q1 2014Q2 202335
Voya Financial Advisors, Inc. 34340.06%0.18%0.38%Q1 2015Q2 202334
Homrich & Berg 34340.03%0.32%0.63%Q2 2013Q3 202134
VALLEY NATIONAL ADVISERS INC 34340.00%0.19%0.57%Q1 2015Q2 202334
SEI INVESTMENTS CO 34340.00%0.01%0.04%Q4 2014Q1 202334
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2710.00%0.00%0.02%Q2 2013Q2 202334
BENJAMIN F. EDWARDS & COMPANY, INC. 2950.00%0.00%0.01%Q3 2014Q2 202334
TWO SIGMA SECURITIES, LLC 1210.00%0.02%0.05%Q3 2017Q2 202334
CenterStar Asset Management, LLC 820.00%0.21%2.06%Q4 2017Q1 202233
HOURGLASS CAPITAL, LLC 33330.09%0.14%0.17%Q2 2013Q2 202133
Allworth Financial LP 2940.00%0.01%0.04%Q1 2015Q2 202333
HSBC HOLDINGS PLC 1520.00%0.01%0.12%Q3 2014Q2 202333
GUGGENHEIM CAPITAL LLC 2610.00%0.01%0.02%Q2 2013Q2 202333
Heritage Wealth Advisors 2670.00%0.48%1.47%Q4 2013Q2 202333
USCA RIA LLC 33330.04%0.32%1.01%Q2 2013Q2 202133
Bartlett & Co. LLC 2670.00%0.03%0.08%Q2 2013Q3 202133
FIRST FOUNDATION ADVISORS 2760.01%0.03%0.10%Q2 2013Q2 202333
Carroll Financial Associates, Inc. 3120.00%0.01%0.06%Q3 2013Q4 202133
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.02%0.05%0.07%Q2 2013Q1 202132
Oxbow Advisors, LLC 32320.10%0.54%1.95%Q2 2015Q1 202332
QUADRANT CAPITAL GROUP LLC 32320.00%0.01%0.08%Q3 2015Q2 202332
Advisors Asset Management, Inc. 19130.00%0.04%0.11%Q4 2013Q2 202332
Pointe Capital Management LLC 2570.34%1.43%3.32%Q1 2015Q1 202332
Parkside Financial Bank & Trust 32320.04%0.16%0.75%Q3 2015Q2 202332
West Family Investments, Inc. 32320.21%0.47%1.57%Q2 2013Q1 202132
WASHINGTON TRUST Co 1620.01%0.01%0.02%Q1 2014Q2 202332
J.P. Morgan Private Wealth Advisors LLC 2110.01%0.04%0.10%Q3 2014Q2 202332
WESTWOOD HOLDINGS GROUP INC 2930.10%0.51%0.87%Q2 2013Q2 202332
Violich Capital Management, Inc. 2930.04%0.38%0.64%Q2 2013Q2 202332
Keel Point, LLC 32320.05%0.22%0.62%Q1 2015Q4 202232
Argent Trust Co 3110.02%0.12%0.29%Q4 2014Q2 202332
Essex Financial Services, Inc. 2390.04%0.13%0.31%Q2 2013Q2 202332
LUCAS CAPITAL MANAGEMENT 32321.10%2.32%3.83%Q1 2013Q4 202032
Tower Research Capital LLC (TRC) 1610.00%0.01%0.08%Q2 2013Q2 202332
AlphaMark Advisors, LLC 32320.00%0.02%0.07%Q3 2015Q2 202332
BUCKINGHAM STRATEGIC WEALTH, LLC 19130.01%0.06%0.14%Q4 2013Q2 202332
SIGNATUREFD, LLC 32320.00%0.03%0.10%Q3 2015Q2 202332
MONTAG A & ASSOCIATES INC 2740.01%0.03%0.06%Q2 2013Q3 202131
Diversified Trust Co 2510.01%0.24%0.74%Q2 2014Q2 202331
Geneos Wealth Management Inc. 31310.01%0.04%0.08%Q1 2016Q3 202331
ACG Wealth 2810.02%0.16%0.54%Q2 2013Q2 202231
INFRASTRUCTURE CAPITAL ADVISORS, LLC 27270.50%3.66%10.30%Q4 2016Q2 202331
R.H. Dinel Investment Counsel, Inc. 19121.17%2.42%4.22%Q4 2013Q2 202331
BARINGS LLC 31310.00%0.10%0.24%Q3 2013Q1 202131
IFP Advisors, Inc 17140.00%0.05%0.13%Q4 2015Q3 202331
Sheaff Brock Investment Advisors, LLC 31310.05%0.15%0.32%Q4 2015Q2 202331
OSTERWEIS CAPITAL MANAGEMENT INC 2740.01%2.26%4.29%Q2 2013Q2 202331
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 31310.10%0.48%1.25%Q4 2015Q2 202331
Evanson Asset Management, LLC 2560.02%0.20%0.58%Q4 2013Q2 202331
Cottage Street Advisors LLC 31312.29%4.13%6.10%Q4 2015Q2 202331
Anchor Investment Management, LLC 30300.01%0.04%0.08%Q1 2016Q2 202330
Asset Dedication, LLC 2640.00%0.01%0.03%Q4 2015Q2 202330
Ausdal Financial Partners, Inc. 19110.04%0.10%0.18%Q4 2015Q2 202330
ROPES WEALTH ADVISORS LLC 2460.03%0.16%0.58%Q1 2015Q2 202330
Advisory Services Network, LLC 1610.00%0.04%0.13%Q4 2014Q2 202330
MOODY LYNN & LIEBERSON, LLC 1210.01%0.27%1.10%Q2 2013Q2 202330
ADELL HARRIMAN & CARPENTER INC 1760.02%0.08%0.14%Q2 2013Q1 202330
FAS Wealth Partners, Inc. 2510.02%0.12%0.27%Q4 2013Q4 202130
CHELSEA COUNSEL CO 2730.08%0.44%0.85%Q2 2013Q2 202330
HAP Trading, LLC 810.00%0.04%0.24%Q3 2014Q1 202330
NOVARE CAPITAL MANAGEMENT LLC 30300.46%1.63%2.60%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.01%0.06%0.11%Q2 2013Q3 202030
FIDUCIARY TRUST CO 30300.01%0.01%0.02%Q1 2016Q2 202330
Laurel Wealth Advisors, Inc. 29290.02%0.33%0.92%Q4 2015Q4 202229
COMMERCE BANK 29290.00%0.02%0.04%Q1 2013Q1 202029
PEAPACK GLADSTONE FINANCIAL CORP 1110.01%0.03%0.05%Q2 2014Q2 202329
V Wealth Advisors LLC 18110.07%0.18%0.43%Q1 2016Q2 202329
NewEdge Advisors, LLC 29290.01%0.11%0.43%Q2 2016Q2 202329
ROTHSCHILD INVESTMENT LLC /IL 29290.04%0.27%0.40%Q2 2016Q2 202329
CLEAR STREET MARKETS LLC 710.00%0.06%0.49%Q1 2014Q2 202329
Hamilton Point Investment Advisors, LLC 2310.05%0.14%0.22%Q2 2014Q2 202329
Fiera Capital Corp 29290.00%0.01%0.04%Q2 2015Q2 202229
INSPIRION WEALTH ADVISORS, LLC 29290.05%0.81%2.80%Q4 2014Q4 202129
COMERICA BANK 2520.00%0.01%0.02%Q2 2013Q4 202129
Sequoia Financial Advisors, LLC 1110.01%0.13%0.77%Q4 2013Q2 202329
BANK OF THE WEST 29290.06%0.08%0.12%Q2 2013Q2 202029
Arcus Capital Partners, LLC 1710.02%0.19%0.46%Q4 2015Q2 202329
FIRST NATIONAL TRUST CO 29290.05%0.12%0.22%Q2 2013Q2 202029
Winslow, Evans & Crocker, Inc. 29290.15%0.53%0.97%Q4 2013Q4 202029
SL ADVISORS, LLC 29290.26%2.57%3.75%Q2 2016Q2 202329
PITTENGER & ANDERSON INC 29290.00%0.00%0.02%Q2 2014Q2 202129
Kistler-Tiffany Companies, LLC 2610.00%0.02%0.07%Q2 2013Q2 202129
River Road Asset Management, LLC 29290.02%0.45%0.85%Q3 2015Q3 202229
C.V. Starr & Co., Inc. Trust 28283.51%4.98%5.85%Q2 2013Q1 202028
HUTNER CAPITAL MANAGEMENT INC 28280.20%0.44%0.66%Q3 2016Q2 202328
Fiduciary Trust Co International of Pennsylvania 28280.06%0.13%0.22%Q2 2013Q1 202028
NORTHEAST INVESTMENT MANAGEMENT 2710.01%0.08%0.17%Q2 2013Q1 202328
Beach Investment Management, LLC. 28284.19%5.58%7.39%Q2 2013Q1 202028
STARR INTERNATIONAL CO INC 28280.24%1.35%5.19%Q2 2013Q1 202028
SignalPoint Asset Management, LLC 28280.13%0.19%0.32%Q3 2016Q2 202328
ELCO Management Co., LLC 28280.25%0.81%1.47%Q3 2016Q2 202328
Sumitomo Mitsui Trust Holdings, Inc. 28280.00%0.01%0.02%Q4 2014Q3 202128
CWM, LLC 2170.00%0.00%0.02%Q2 2016Q2 202328
SECURIAN ASSET MANAGEMENT, INC 28280.04%0.07%0.12%Q3 2015Q2 202228
TEACHER RETIREMENT SYSTEM OF TEXAS 18100.01%0.07%0.12%Q2 2013Q4 202128
FineMark National Bank & Trust 2530.01%0.04%0.08%Q2 2013Q2 202328
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2440.17%0.36%0.58%Q1 2014Q1 202128
Eagle Ridge Investment Management 28280.04%0.20%0.34%Q2 2013Q1 202028
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2710.00%0.00%0.00%Q2 2013Q2 202028
GHP Investment Advisors, Inc. 27270.08%0.22%0.39%Q2 2013Q4 201927
Plante Moran Financial Advisors, LLC 2250.00%0.07%0.41%Q2 2013Q2 202127
Aperio Group, LLC 27270.00%0.01%0.02%Q2 2013Q4 201927
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27272.25%3.30%4.12%Q2 2013Q4 201927
SFMG, LLC 27270.09%0.36%0.75%Q2 2013Q4 201927
Lee Financial Co 27270.01%0.04%0.07%Q4 2016Q2 202327
WBH ADVISORY INC 27270.06%0.14%0.25%Q2 2013Q4 201927
Avior Wealth Management, LLC 27270.02%0.10%0.17%Q1 2014Q3 202027
Country Club Trust Company, n.a. 27270.02%0.23%0.60%Q2 2013Q4 201927
Bogart Wealth, LLC 27270.01%0.45%1.50%Q4 2016Q2 202327
HARTLINE INVESTMENT CORP/ 2210.04%0.08%0.10%Q2 2013Q2 202327
SECURITY NATIONAL TRUST CO 27270.07%0.10%0.14%Q2 2013Q4 201927
MYCIO WEALTH PARTNERS, LLC 27270.06%0.11%0.22%Q2 2013Q4 201927
Parallel Advisors, LLC 27270.01%0.03%0.09%Q4 2016Q2 202327
Whitnell & Co. 27270.38%0.56%0.82%Q2 2013Q4 201927
Harvest Fund Advisors LLC 1891.28%4.31%7.06%Q2 2013Q1 202027
Marquette Asset Management, LLC 27270.69%1.08%1.48%Q2 2013Q4 201927
NORTHSTAR INVESTMENT ADVISORS LLC 27270.22%0.50%1.64%Q2 2013Q4 201927
Clearstead Trust, LLC 27270.09%0.86%1.91%Q4 2016Q2 202327
Blankinship & Foster, LLC 27270.30%0.72%1.80%Q4 2016Q2 202327
Aviance Capital Partners, LLC 27270.07%0.34%0.76%Q2 2013Q4 201927
Allianz Asset Management GmbH 1910.00%0.01%0.03%Q3 2013Q4 202127
FMA ADVISORY INC 1910.95%2.17%3.69%Q2 2013Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.06%0.09%Q2 2013Q4 201927
MONETARY MANAGEMENT GROUP INC 1880.03%0.05%0.08%Q4 2013Q2 202026
Shamrock Asset Management LLC 26260.13%0.22%0.45%Q2 2013Q3 201926
Pacific Center for Financial Services 2420.00%0.01%0.02%Q4 2016Q2 202326
WELCH & FORBES LLC 1110.00%0.01%0.01%Q2 2016Q2 202326
Verity Asset Management, Inc. 710.14%0.28%0.53%Q4 2014Q2 202326
CFO4Life Group, LLC 26260.06%0.14%0.36%Q1 2017Q2 202326
HOLDERNESS INVESTMENTS CO 26260.08%0.21%0.34%Q1 2017Q2 202326
JENNISON ASSOCIATES LLC 1830.00%0.01%0.03%Q1 2014Q2 202326
BBVA USA Bancshares, Inc. 2240.01%0.04%0.11%Q1 2014Q1 202126
Riggs Asset Managment Co. Inc. 26261.45%2.70%4.04%Q4 2013Q1 202026
OPPENHEIMER ASSET MANAGEMENT INC. 26260.01%0.02%0.04%Q1 2017Q2 202326
Private Ocean, LLC 2240.00%0.02%0.08%Q4 2013Q2 202326
GAMBLE JONES INVESTMENT COUNSEL 2420.02%0.03%0.04%Q1 2014Q4 202226
Edge Wealth Management LLC 1710.01%0.32%0.79%Q2 2013Q4 202126
MML INVESTORS SERVICES, LLC 26260.01%0.02%0.04%Q1 2017Q2 202326
NEXT Financial Group, Inc 1360.00%0.05%0.22%Q3 2014Q4 202126
SUNTRUST BANKS INC 26260.00%0.01%0.01%Q2 2013Q3 201926
Capital Investment Advisory Services, LLC 15110.03%0.12%0.39%Q4 2016Q2 202326
HM PAYSON & CO 1730.00%0.01%0.01%Q2 2016Q2 202325
Oakworth Capital, Inc. 25250.00%0.00%0.00%Q4 2014Q4 202025
Crescent Grove Advisors, LLC 25250.02%0.07%0.24%Q2 2017Q2 202325
PAYDEN & RYGEL 25250.11%1.36%2.42%Q4 2013Q4 201925
OppenheimerFunds, Inc. 25250.26%0.77%1.22%Q1 2013Q1 201925
Manchester Capital Management LLC 25250.00%0.04%0.16%Q3 2014Q3 202025
WILLIAMS JONES & ASSOCIATES LLC 25250.37%0.90%1.70%Q2 2013Q2 201925
JOHNSON INVESTMENT COUNSEL INC 25250.01%0.03%0.04%Q2 2013Q2 201925
Tortoise Index Solutions, LLC 2320.24%1.89%3.90%Q2 2015Q2 202325
Global Retirement Partners, LLC 1960.00%0.01%0.03%Q1 2017Q2 202325
Sonora Investment Management, LLC 25250.03%0.06%0.13%Q3 2015Q3 202125
First Personal Financial Services 25250.00%0.01%0.03%Q1 2015Q1 202125
AUA CAPITAL MANAGEMENT, LLC 25250.04%0.12%0.32%Q4 2016Q4 202225
ADVISORY RESEARCH INC 25251.34%2.30%4.09%Q2 2013Q2 201925
BB&T SECURITIES, LLC 25250.01%0.07%0.14%Q3 2013Q3 201925
Mosaic Family Wealth, LLC 25250.20%0.61%1.15%Q4 2015Q4 202125
NewSquare Capital LLC 2410.00%0.00%0.01%Q3 2013Q1 202025
FIRST MIDWEST BANK TRUST DIVISION 25250.03%0.06%0.09%Q2 2014Q2 202025
Ameritas Investment Partners, Inc. 2230.00%0.02%0.09%Q1 2015Q1 202325
Calamos Advisors LLC 24240.01%0.03%0.23%Q3 2017Q2 202324
ATWOOD & PALMER INC 1810.00%0.02%0.04%Q2 2014Q4 202224
SCHAFER CULLEN CAPITAL MANAGEMENT INC 920.00%0.00%0.00%Q2 2013Q4 201924
Lehman Financial Resources, Inc. 24240.41%2.72%4.83%Q4 2012Q3 201824
Moisand Fitzgerald Tamayo, LLC 24240.01%0.03%0.17%Q3 2017Q2 202324
Samson Capital Management, LLC 24248.96%12.88%19.59%Q3 2013Q2 201924
Phocas Financial Corp. 1310.00%0.03%0.06%Q2 2013Q4 202224
Sargent Bickham Lagudis LLC 2310.00%0.02%0.04%Q1 2016Q2 202224
MARK SHEPTOFF FINANCIAL PLANNING, LLC 24240.02%0.44%1.64%Q1 2014Q4 201924
Summit Asset Management, LLC 1910.06%0.18%0.34%Q2 2013Q1 202324
Cascade Investment Advisors, Inc. 1610.01%0.08%0.28%Q2 2016Q1 202324
Steinberg Global Asset Management 24240.07%0.15%0.28%Q2 2013Q1 201924
State of New Jersey Common Pension Fund D 24240.00%0.08%0.13%Q4 2015Q3 202124
Freestone Capital Holdings, LLC 2220.00%0.20%0.45%Q3 2015Q2 202324
CAPTRUST FINANCIAL ADVISORS 24240.01%0.06%0.12%Q3 2017Q2 202324
Founders Capital Management 13110.04%0.07%0.23%Q1 2017Q2 202324
Lowe Wealth Advisors, LLC 24240.01%0.01%0.02%Q3 2015Q2 202124
Rodgers Brothers Inc. 2130.07%0.11%0.19%Q2 2016Q3 202224
COMMONWEALTH EQUITY SERVICES, LLC 23230.01%0.03%0.06%Q4 2017Q2 202323
First Western Capital Management Co 2120.29%1.18%3.25%Q4 2013Q3 201923
Avondale Wealth Management 23230.05%0.07%0.14%Q4 2017Q2 202323
SeaCrest Wealth Management, LLC 23230.03%0.11%0.20%Q4 2017Q2 202323
Mutual Advisors, LLC 23230.02%0.08%0.32%Q4 2017Q2 202323
Cornell Pochily Investment Advisors, Inc. 23230.16%0.27%0.50%Q4 2017Q2 202323
Belpointe Asset Management LLC 23230.02%0.06%0.12%Q3 2017Q1 202323
Epoch Investment Partners, Inc. 23230.26%0.36%0.46%Q3 2017Q1 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.22%0.70%Q4 2016Q2 202223
Pekin Hardy Strauss, Inc. 1720.03%0.17%0.52%Q1 2014Q1 202323
AdvisorNet Financial, Inc 23230.00%0.00%0.01%Q4 2017Q2 202323
Uniplan Investment Counsel, Inc. 23230.05%0.09%0.20%Q1 2016Q3 202123
Fernwood Investment Management, LLC 1760.10%0.19%0.26%Q4 2013Q3 201923
CYPRESS ASSET MANAGEMENT INC/TX 23230.11%1.58%2.25%Q2 2013Q4 201823
HoyleCohen, LLC 23230.04%0.08%0.14%Q4 2017Q2 202323
PIN OAK INVESTMENT ADVISORS INC 23230.29%1.53%3.06%Q4 2017Q2 202323
Jacobi Capital Management LLC 1760.00%0.03%0.08%Q3 2017Q2 202323
Independent Advisor Alliance 23230.00%0.07%0.31%Q4 2017Q2 202323
Brown Advisory Securities, LLC 23230.07%0.14%0.21%Q2 2013Q4 201823
Regal Investment Advisors LLC 23230.04%0.07%0.12%Q2 2013Q4 201823
TRUIST FINANCIAL CORP 1510.01%0.01%0.04%Q3 2015Q2 202323
Camelot Portfolios, LLC 2210.09%0.35%0.55%Q2 2013Q1 201923
WINSLOW ASSET MANAGEMENT INC 22220.04%0.10%0.15%Q2 2013Q3 201822
Altavista Wealth Management, Inc. 1750.05%0.11%0.18%Q2 2016Q4 202122
UMB Bank, n.a. 22220.01%0.01%0.02%Q1 2018Q2 202322
Allen Capital Group, LLC 2020.25%0.41%0.50%Q4 2017Q2 202322
PRENTISS SMITH & CO INC 22220.01%0.04%0.07%Q2 2013Q3 201822
BUSH ODONNELL INVESTMENT ADVISORS INC 22220.29%0.53%0.71%Q2 2013Q3 201822
SOLARIS ASSET MANAGEMENT LLC 22220.25%0.92%2.11%Q2 2013Q3 201822
MARK ASSET MANAGEMENT LP 1820.05%0.06%0.09%Q3 2013Q3 201922
Rockefeller Capital Management L.P. 22220.00%0.01%0.02%Q1 2018Q2 202322
Steward Partners Investment Advisory, LLC 22220.01%0.02%0.05%Q1 2018Q2 202322
SPINNAKER TRUST 22220.06%0.17%0.53%Q3 2017Q4 202222
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 22220.18%0.61%1.17%Q3 2016Q4 202122
GABLES CAPITAL MANAGEMENT INC. 22220.06%0.13%0.20%Q1 2018Q2 202322
ICON ADVISERS INC/CO 1410.05%0.56%1.01%Q4 2014Q1 202322
Bedel Financial Consulting, Inc. 1840.05%0.11%0.26%Q4 2017Q2 202322
Virtu Financial LLC 1220.02%0.22%1.03%Q3 2015Q3 202122
BEACON INVESTMENT ADVISORY SERVICES, INC. 1110.01%0.02%0.04%Q3 2017Q2 202322
WELLINGTON MANAGEMENT GROUP LLP 1140.00%0.00%0.00%Q2 2014Q3 202221
RiverGlades Family Offices LLC 1430.34%0.48%0.63%Q4 2017Q2 202321
METROPOLITAN LIFE INSURANCE CO/NY 21210.09%0.20%0.41%Q2 2013Q2 201821
WASHINGTON TRUST BANK 21210.01%0.05%0.12%Q1 2014Q1 201921
Global X Management CO LLC 21210.38%1.13%1.89%Q2 2013Q2 201821
Aevitas Wealth Management, Inc. 21210.18%0.79%1.78%Q4 2017Q4 202221
Icon Wealth Partners, LLC 1920.32%1.09%2.49%Q4 2017Q2 202321
Cypress Capital Management LLC (WY) 1290.02%0.05%0.32%Q3 2016Q2 202321
MONETA GROUP INVESTMENT ADVISORS LLC 1910.01%0.07%0.15%Q3 2015Q2 202321
Hudock, Inc. 21210.00%0.00%0.00%Q1 2017Q1 202221
Archford Capital Strategies, LLC 1650.05%0.15%0.24%Q1 2014Q2 201921
Ipswich Investment Management Co., Inc. 2010.02%0.18%0.29%Q1 2016Q2 202321
Mengis Capital Management, Inc. 21210.07%0.26%0.44%Q1 2015Q1 202021
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 21210.13%0.55%0.82%Q2 2013Q2 201821
IHT Wealth Management, LLC 720.00%0.04%0.12%Q1 2017Q2 202321
WEDBUSH SECURITIES INC 2010.03%0.11%0.21%Q2 2013Q4 202021
SELZ CAPITAL LLC 21210.56%5.70%9.39%Q2 2013Q2 201821
CATAWBA CAPITAL MANAGEMENT /VA 21210.09%0.43%0.71%Q2 2013Q2 201821
Cordasco Financial Network 920.00%0.01%0.06%Q1 2014Q2 202221
Callahan Advisors, LLC 1140.04%0.05%0.08%Q1 2014Q4 201921
Fieldpoint Private Securities, LLC 2010.35%0.82%2.47%Q1 2017Q2 202221
MONROE BANK & TRUST/MI 21210.06%0.12%0.22%Q2 2013Q2 201821
VNBTrust, National Association 21210.13%0.27%0.58%Q2 2013Q2 201821
AQR Arbitrage LLC 21210.01%0.01%0.02%Q1 2015Q1 202021
NEVILLE RODIE & SHAW INC 1910.02%0.06%0.09%Q2 2013Q2 201820
Renaissance Technologies 510.00%0.04%0.10%Q2 2013Q4 201920
ING GROEP NV 710.02%0.51%2.00%Q4 2014Q2 202320
WMS Partners, LLC 20200.02%0.05%0.12%Q4 2013Q3 201820
Pinnacle Bancorp, Inc. 1910.04%0.08%0.20%Q1 2017Q2 202320
Canton Hathaway, LLC 20200.02%0.18%0.61%Q3 2018Q2 202320
FARMERS & MERCHANTS INVESTMENTS INC 1310.00%0.01%0.01%Q2 2013Q2 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.01%Q3 2018Q2 202320
Mirae Asset Global Investments Co., Ltd. 20200.24%0.47%0.72%Q3 2018Q2 202320
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
Abacus Planning Group, Inc. 20200.13%0.28%0.45%Q4 2017Q3 202220
COWEN INC. 20200.00%0.14%0.30%Q1 2013Q4 201720
Raub Brock Capital Management LP 20202.77%3.48%4.08%Q2 2013Q1 201820
LEVEL FOUR ADVISORY SERVICES, LLC 1820.01%0.07%0.28%Q4 2016Q2 202320
Jackson Hole Capital Partners, LLC 19190.02%1.39%2.49%Q4 2018Q2 202320
Hanson & Doremus Investment Management 1210.00%0.02%0.06%Q1 2014Q1 202320
HOWE & RUSLING INC 1610.00%0.74%1.71%Q1 2015Q2 202320
Financial Architects, Inc 1550.01%0.04%0.12%Q2 2014Q3 201920
Gradient Investments LLC 810.00%0.00%0.04%Q4 2013Q2 202320
CAPITAL ONE, NATIONAL ASSOCIATION 1910.02%0.06%0.19%Q4 2013Q4 201920
Stokes Capital Advisors, LLC 1730.08%0.50%1.04%Q4 2017Q2 202320
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 20200.08%0.11%0.18%Q3 2014Q2 201920
Sterling Capital Management LLC 1820.00%0.00%0.01%Q2 2014Q3 201920
GROUP ONE TRADING, L.P. 1110.00%0.01%0.03%Q3 2014Q1 202320
Quad-Cities Investment Group, LLC 1110.16%0.24%0.38%Q1 2018Q2 202320
ENTERPRISE FINANCIAL SERVICES CORP 20200.00%0.05%0.09%Q2 2014Q1 201920
THOMASPARTNERS, INC. 20200.13%0.47%1.26%Q2 2013Q1 201820
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.04%0.06%Q4 2014Q3 201920
Huntington Steele LLC 20201.61%2.76%3.32%Q2 2013Q1 201820
Cowen Prime Services LLC 20200.57%0.97%1.42%Q3 2016Q2 202120
Kovack Advisors, Inc. 1640.05%0.09%0.18%Q2 2017Q2 202220
Cornerstone Advisory, LLC 1230.04%0.09%0.23%Q1 2017Q2 202319
Archer Investment Corp 19190.11%0.23%0.48%Q4 2018Q2 202319
Regis Management CO LLC 19190.03%0.07%0.10%Q3 2014Q1 201919
Ardevora Asset Management LLP 1270.40%1.06%1.41%Q1 2015Q3 202019
1834 INVESTMENT ADVISORS CO 19190.01%0.04%0.06%Q1 2018Q3 202219
Wealth Alliance Advisory Group, LLC 1110.10%0.12%0.20%Q4 2017Q2 202319
BOYS ARNOLD & CO INC 1180.04%0.12%0.28%Q1 2014Q4 201819
WADDELL & REED FINANCIAL INC 19190.01%0.03%0.06%Q3 2016Q1 202119
Edge Capital Group, LLC 19190.02%0.09%0.28%Q4 2018Q2 202319
Soros Fund Management 19190.05%0.09%0.17%Q4 2018Q2 202319
Pasadena Private Wealth, LLC 19190.10%0.17%0.49%Q4 2018Q2 202319
AMERICAN FINANCIAL GROUP INC 19190.06%0.17%0.31%Q4 2018Q2 202319
Wambolt & Associates, LLC 19190.13%0.39%0.89%Q4 2018Q2 202319
Summit Equities Inc 19190.13%0.36%0.73%Q1 2014Q3 201819
Delta Investment Management, LLC 19190.29%1.76%4.34%Q4 2018Q2 202319
Center Coast Capital Advisors, LP 19192.28%3.53%4.54%Q2 2013Q4 201719
STATE STREET CORP 19190.00%0.00%0.00%Q2 2013Q4 201719
Ferris Capital, LLC 1630.25%0.65%1.28%Q2 2017Q1 202219
FDx Advisors, Inc. 1720.01%0.09%0.21%Q4 2014Q4 201919
New England Private Wealth Advisors LLC 19190.10%0.14%0.18%Q1 2015Q3 201919
JANUS HENDERSON GROUP PLC 1810.00%0.18%0.28%Q2 2017Q2 202319
RiverPark Advisors, LLC 1360.06%0.32%0.87%Q2 2015Q1 202219
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%0.01%0.01%Q2 2013Q4 201719
JNBA Financial Advisors 1610.00%0.00%0.07%Q3 2016Q3 202219
DONALDSON CAPITAL MANAGEMENT, LLC 1630.02%0.03%0.08%Q1 2016Q2 202319
Clearstead Advisors, LLC 1420.00%0.02%0.09%Q1 2017Q4 202219
TCI Wealth Advisors, Inc. 1610.00%0.03%0.08%Q4 2012Q3 202219
Texan Capital Management 19190.90%1.83%3.07%Q2 2013Q4 201719
Private Wealth Partners, LLC 820.00%0.03%0.06%Q2 2013Q2 202318
Jefferies Group LLC 510.00%0.01%0.06%Q3 2013Q1 201818
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.03%0.05%0.08%Q4 2015Q1 202018
BOSTON ADVISORS LLC 1530.01%0.01%0.02%Q4 2014Q3 201918
PrairieView Partners, LLC 1620.03%0.04%0.08%Q4 2017Q2 202318
UBS AG 660.00%0.13%0.40%Q2 2013Q3 201418
CROFT-LEOMINSTER INC 18180.09%0.14%0.17%Q2 2013Q3 201718
MERCER GLOBAL ADVISORS INC /ADV 18180.01%0.01%0.03%Q1 2019Q2 202318
TRUST CO OF VERMONT 610.00%0.01%0.02%Q4 2013Q2 202318
Affiance Financial, LLC 910.06%0.30%0.78%Q4 2014Q4 202218
Jacobus Wealth Management, Inc. 18180.19%0.42%0.63%Q2 2013Q3 201718
RDA Financial Network 18180.12%0.16%0.20%Q1 2019Q2 202318
South Street Advisors LLC 990.06%0.14%0.26%Q4 2018Q2 202318
Stillwater Capital Advisors, LLC 920.04%0.06%0.07%Q1 2015Q2 202318
Brookfield Asset Management 1350.18%0.46%0.98%Q2 2018Q2 202318
DENVER INVESTMENT ADVISORS LLC 18180.01%0.02%0.03%Q4 2013Q1 201818
Friedberg Investment Management 18181.15%3.03%4.66%Q2 2013Q3 201718
Certified Advisory Corp 1110.04%0.11%0.26%Q4 2017Q2 202318
TRAVELERS COMPANIES, INC. 181814.65%17.88%21.24%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.07%0.11%0.15%Q2 2013Q3 201718
NATIXIS 18180.00%0.26%0.79%Q1 2019Q2 202318
SIMPLEX TRADING, LLC 410.00%0.01%0.05%Q4 2014Q3 202218
EXANE DERIVATIVES 18180.00%0.00%0.00%Q4 2014Q1 201918
YORKVILLE CAPITAL MANAGEMENT, LLC 1355.01%6.08%8.39%Q2 2013Q4 201718
AVANTAX ADVISORY SERVICES, INC. 18180.01%0.01%0.02%Q1 2019Q2 202318
Maple Capital Management, Inc. 1220.04%0.07%0.10%Q2 2014Q3 201918
RAY GERALD L & ASSOCIATES LTD 18180.79%0.97%1.19%Q2 2013Q3 201718
Brookstone Capital Management 1110.00%0.05%0.14%Q2 2014Q1 202318
NATIONAL PLANNING CORP 18180.04%0.08%0.13%Q2 2013Q3 201718
HANCOCK WHITNEY CORP 830.01%0.01%0.02%Q3 2018Q2 202318
VAN ECK ASSOCIATES CORP 18180.00%0.00%0.01%Q1 2019Q2 202318
Carmichael Hill & Associates, Inc. 1620.04%0.09%0.39%Q1 2018Q2 202318
Geneva Advisors, LLC 17171.18%1.46%2.09%Q2 2013Q2 201717
CWA Asset Management Group, LLC 1520.02%0.12%0.19%Q2 2016Q2 202317
QCI ASSET MANAGEMENT INC/NY 17170.00%0.00%0.01%Q1 2016Q1 202017
Lehman & Derafelo Financial Resources LLC 17171.33%1.63%2.07%Q4 2018Q4 202217
ASSOCIATED BANC-CORP 1340.01%0.04%0.06%Q1 2015Q4 202017
Meridian Wealth Advisors, LLC 1110.05%0.12%0.25%Q4 2018Q2 202317
FCM INVESTMENTS/TX 17170.21%0.43%0.76%Q2 2013Q2 201717
ALLIANCEBERNSTEIN L.P. 17170.00%0.00%0.00%Q3 2013Q3 201717
Patten Group, Inc. 17170.04%0.07%0.11%Q4 2014Q4 201817
WHALEROCK POINT PARTNERS, LLC 1070.27%0.46%0.78%Q4 2013Q1 201817
MIDDLETON & CO INC/MA 1430.03%0.07%0.10%Q2 2013Q4 201917
ERTS Wealth Advisors, LLC 1070.05%0.21%0.56%Q4 2018Q1 202317
Taylor Wealth Management Partners 17170.14%1.00%2.78%Q1 2015Q1 201917
Main Street Research LLC 17170.04%0.89%2.28%Q2 2013Q2 201717
Bison Wealth, LLC 17170.21%0.33%0.50%Q4 2014Q4 201817
WHITTIER TRUST CO OF NEVADA INC 1610.00%0.01%0.02%Q1 2014Q4 201917
WFG Advisors, LP 17170.01%0.20%0.40%Q2 2013Q2 201717
BEACON TRUST CO 17170.06%0.06%0.08%Q1 2013Q1 201717
Citizens Business Bank 17170.10%0.19%0.31%Q4 2015Q4 201917
Valeo Financial Advisors, LLC 1520.00%0.15%0.63%Q3 2017Q1 202317
Wealthspire Advisors, L.P. 17170.02%0.03%0.05%Q4 2015Q4 201917
CONDOR CAPITAL MANAGEMENT 17170.10%0.13%0.16%Q2 2013Q2 201717
Sunbelt Securities, Inc. 820.00%0.27%0.62%Q2 2016Q2 202317
Plancorp, LLC 1430.17%0.29%0.57%Q1 2015Q4 201917
Peak Asset Management, LLC 1610.07%0.14%0.24%Q4 2014Q1 201917
GSA CAPITAL PARTNERS LLP 310.02%0.06%0.14%Q2 2013Q1 202217
Columbia Asset Management 730.05%0.08%0.12%Q4 2013Q4 201917
CHOREO, LLC 1610.01%0.05%0.09%Q3 2014Q2 202317
Cabot-Wellington, LLC 17173.82%5.18%7.72%Q2 2013Q2 201717
Semmax Financial Advisors Inc. 17170.00%0.47%0.98%Q4 2018Q4 202217
Investors Research Corp 17170.01%0.02%0.03%Q1 2019Q1 202317
BP CAPITAL FUND ADVISORS, LLC 1240.49%2.36%5.14%Q4 2015Q4 201916
MCKINLEY CAPITAL MANAGEMENT LLC 1330.01%0.14%0.47%Q1 2014Q2 201916
Liberty Mutual Group Asset Management Inc. 16160.16%0.27%0.40%Q2 2013Q1 201716
LVW Advisors, LLC 1510.06%0.15%0.29%Q4 2015Q1 202016
Laffer Tengler Investments, Inc. 16160.02%0.08%0.30%Q1 2019Q4 202216
Mirador Capital Partners LP 16160.10%0.15%0.26%Q1 2016Q4 201916
Quadrant Private Wealth Management, LLC 16160.11%0.65%1.23%Q4 2017Q3 202116
Parsec Financial Management, Inc. 16160.01%0.02%0.04%Q2 2014Q1 201816
TELEMUS CAPITAL, LLC 1310.03%0.07%0.13%Q1 2016Q1 202116
B. Riley Wealth Management, Inc. 1060.00%0.35%0.79%Q1 2014Q2 202216
IMA Wealth, Inc. 1510.00%0.01%0.01%Q2 2019Q2 202316
SouthState Corp 1210.00%0.01%0.07%Q4 2017Q2 202316
Perigon Wealth Management, LLC 510.00%0.04%0.13%Q2 2016Q2 202316
CAPE COD FIVE CENTS SAVINGS BANK 16160.04%0.07%0.11%Q2 2013Q1 201716
NBT BANK N A /NY 1510.03%0.04%0.05%Q3 2013Q4 201916
AMG Funds LLC 16160.68%1.20%1.81%Q3 2016Q2 202016
CPWM, LLC 1330.03%0.04%0.09%Q1 2018Q3 202216
Williams Jones Wealth Management, LLC. 16160.10%0.17%0.38%Q3 2019Q2 202316
Kore Private Wealth LLC 16160.30%0.72%1.37%Q4 2018Q3 202216
EXCALIBUR MANAGEMENT CORP 1210.10%0.21%0.26%Q1 2015Q2 202316
GEODE CAPITAL MANAGEMENT, LLC 1510.00%0.00%0.00%Q1 2018Q2 202316
First Capital Advisors Group, LLC. 970.40%0.82%1.55%Q4 2016Q2 202316
BOURGEON CAPITAL MANAGEMENT LLC 16160.02%0.03%0.10%Q3 2019Q2 202316
Center for Financial Planning, Inc. 15150.01%0.01%0.01%Q4 2019Q2 202315
PATHSTONE FAMILY OFFICE, LLC 710.00%0.04%0.20%Q2 2013Q2 202315
Firestone Capital Management 15150.07%0.09%0.15%Q4 2019Q2 202315
Insight Folios Inc 15152.27%2.75%3.55%Q4 2019Q2 202315
Disciplined Investments, LLC 15150.00%0.35%0.65%Q4 2019Q2 202315
Petrus Trust Company, LTA 15151.62%2.23%2.86%Q1 2018Q3 202115
LifePlan Financial Group, Inc 1140.01%0.01%0.02%Q2 2013Q3 202015
BlackRock Investment Management, LLC 15150.00%0.01%0.02%Q2 2013Q4 201615
Ahrens Investment Partners LLC 1230.04%0.10%0.16%Q4 2016Q2 202215
ISLAY CAPITAL MANAGEMENT, LLC 15150.03%0.04%0.05%Q4 2019Q2 202315
Cresset Asset Management, LLC 1010.00%0.02%0.06%Q4 2018Q2 202315
VAUGHAN & Co SECURITIES, INC. 15150.27%0.42%0.58%Q4 2019Q2 202315
Ensign Peak Advisors, Inc 15150.01%0.04%0.19%Q4 2019Q2 202315
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1230.01%0.04%0.06%Q1 2017Q2 202315
Trellis Advisors, LLC 15150.20%0.25%0.44%Q4 2019Q2 202315
THOMPSON SIEGEL & WALMSLEY LLC 15150.00%0.00%0.00%Q2 2016Q4 201915
Americana Partners, LLC 15150.85%1.55%3.33%Q4 2019Q2 202315
Old North State Trust, LLC 630.05%0.09%0.15%Q3 2018Q1 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.07%0.09%0.16%Q4 2019Q2 202315
Veracity Capital LLC 15150.24%0.46%0.72%Q4 2019Q2 202315
MAGNOLIA CAPITAL MANAGEMENT LTD 15150.77%1.15%2.05%Q4 2019Q2 202315
BerganKDV Wealth Management, LLC 15150.01%0.02%0.03%Q4 2019Q2 202315
AGF Investments LLC 910.00%0.01%0.07%Q4 2017Q1 202215
ASSETMARK, INC 1310.00%0.00%0.00%Q4 2015Q2 202215
TIAA, FSB 870.00%0.00%0.01%Q2 2017Q2 202215
AE Wealth Management LLC 910.00%0.01%0.03%Q3 2018Q2 202315
Parkwood LLC 620.09%0.25%0.56%Q4 2013Q2 202315
Inscription Capital, LLC 550.05%0.28%1.06%Q4 2018Q2 202315
BLACKROCK ADVISORS LLC 15150.01%0.02%0.06%Q2 2013Q4 201615
Pacer Advisors, Inc. 15150.00%0.01%0.01%Q4 2019Q2 202315
BELLEVUE ASSET MANAGEMENT, LLC 15150.01%0.02%0.03%Q4 2019Q2 202315
MSI Financial Services Inc 15150.02%0.05%0.07%Q2 2013Q4 201615
EagleClaw Capital Managment, LLC 610.07%0.14%0.18%Q1 2014Q3 202015
Birch Capital Management, LLC 15150.08%0.26%0.76%Q4 2019Q2 202315
Red Door Wealth Management, LLC 15150.26%0.36%0.85%Q4 2019Q2 202315
Advisor Group, Inc. 15150.03%0.04%0.06%Q2 2016Q4 201915
PSI Advisors, LLC 15150.30%0.40%0.51%Q4 2019Q2 202315
Virtu KCG Holdings LLC 1230.01%0.03%0.07%Q3 2013Q2 201715
Surevest, LLC 15150.16%0.25%0.47%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 14140.01%0.01%0.02%Q1 2020Q2 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.14%0.39%0.56%Q2 2013Q3 201614
Domani Wealth, LLC 14140.38%0.88%1.28%Q1 2015Q2 201814
Ziegler Capital Management, LLC 14140.04%0.05%0.07%Q1 2020Q2 202314
Rikoon Group, LLC 14140.12%0.48%1.54%Q3 2016Q4 201914
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.00%0.00%0.00%Q1 2020Q2 202314
GYL FINANCIAL SYNERGIES, LLC 950.02%0.09%0.19%Q4 2018Q2 202314
CX Institutional 14140.19%0.25%0.38%Q1 2020Q2 202314
Venturi Wealth Management, LLC 920.00%0.33%0.50%Q4 2015Q2 202314
FIRST NATIONAL BANK SIOUX FALLS 14140.19%0.25%0.29%Q2 2013Q3 201614
Cypress Wealth Advisors LLC 860.38%1.06%2.05%Q2 2015Q1 201914
Retirement Group, LLC 1310.00%0.00%0.01%Q4 2019Q2 202314
Bienville Capital Management, LLC 720.02%0.09%0.17%Q2 2016Q2 202014
WESTPAC BANKING CORP 1220.04%0.09%0.12%Q2 2016Q3 202014
WASATCH ADVISORS LP 14140.02%0.03%0.05%Q1 2015Q2 201814
AXA S.A. 1310.00%0.02%0.03%Q2 2013Q4 201614
FARR MILLER & WASHINGTON LLC/DC 1220.02%0.03%0.03%Q4 2015Q4 201914
Good Life Advisors, LLC 950.04%0.17%0.47%Q4 2016Q1 202314
Maryland Capital Management 1220.03%0.06%0.09%Q3 2014Q2 202014
INSIGHT 2811, INC. 14140.34%0.97%1.62%Q2 2013Q3 201614
Gemmer Asset Management LLC 950.00%0.02%0.03%Q3 2015Q4 202114
Blackstone Inc. 1310.09%0.69%1.73%Q4 2017Q2 202314
WADE G W & INC 14140.03%0.09%0.13%Q1 2015Q2 201814
Arkfeld Wealth Strategies, L.L.C. 1130.16%0.30%0.43%Q4 2019Q2 202314
Avion Wealth 14140.02%0.02%0.03%Q1 2020Q2 202314
TimeScale Financial, Inc. 14140.01%0.01%0.01%Q1 2020Q2 202314
HOLLENCREST CAPITAL MANAGEMENT 14140.04%0.19%0.28%Q4 2013Q1 201714
Snowden Capital Advisors LLC 770.01%0.05%0.09%Q3 2018Q2 202314
MUFG Americas Holdings Corp 1210.00%0.00%0.01%Q4 2010Q4 202014
RR Advisors, LLC 14140.20%0.33%0.50%Q2 2013Q3 201614
Wealthstreet Investment Advisors, LLC 14140.30%0.57%0.78%Q4 2017Q1 202114
SCHRODER INVESTMENT MANAGEMENT GROUP 14140.00%0.01%0.05%Q2 2014Q3 201714
FLC Capital Advisors 950.12%0.33%0.52%Q4 2018Q1 202314
INVESTMENT CENTERS OF AMERICA INC 14140.02%0.04%0.06%Q2 2014Q3 201714
Lindbrook Capital, LLC 770.02%0.08%0.16%Q4 2018Q2 202314
Covington Capital Management 1030.00%0.00%0.01%Q3 2017Q3 202213
GenTrust, LLC 13130.04%0.10%0.21%Q4 2016Q4 201913
TRUSTCORE FINANCIAL SERVICES, LLC 13130.01%0.01%0.02%Q4 2019Q4 202213
Heritage Trust Co 850.05%0.07%0.09%Q1 2017Q2 202313
TIEDEMANN TRUST CO 13131.11%2.08%3.79%Q2 2013Q2 201613
Fortis Advisors, LLC 13130.22%0.55%1.06%Q4 2016Q4 201913
Cedar Wealth Management, LLC 1210.02%0.10%0.19%Q2 2016Q3 201913
SIGNET FINANCIAL MANAGEMENT, LLC 910.00%0.04%0.09%Q1 2015Q4 202113
Advisors Capital Management, LLC 13130.01%0.08%0.15%Q1 2020Q1 202313
HL FINANCIAL SERVICES LLC 1030.01%0.01%0.02%Q1 2014Q1 201913
Baystate Wealth Management LLC 13130.01%0.01%0.02%Q1 2017Q1 202013
Waldron Private Wealth LLC 310.05%0.11%0.26%Q1 2014Q2 201813
Chicago Capital, LLC 760.01%0.03%0.06%Q2 2018Q2 202313
RATIONAL ADVISORS LLC 810.10%0.21%0.34%Q1 2012Q1 201613
NBW CAPITAL LLC 610.06%0.59%2.84%Q2 2013Q3 201913
STATE OF WISCONSIN INVESTMENT BOARD 910.00%0.00%0.02%Q2 2015Q2 202313
NWAM LLC 620.02%0.06%0.09%Q2 2014Q4 201913
SANDERS MORRIS HARRIS LLC 610.04%0.09%0.45%Q1 2016Q2 202313
Investors Capital Advisory Services 13130.63%0.91%1.54%Q2 2013Q2 201613
KANALY TRUST CO 13130.01%0.02%0.03%Q4 2013Q4 201613
Independent Portfolio Consultants, Inc. 13130.02%0.03%0.06%Q2 2014Q2 201713
Recurrent Investment Advisors LLC 13132.23%3.22%4.56%Q2 2020Q2 202313
ARROW FINANCIAL CORP 13130.00%0.00%0.00%Q1 2015Q1 201813
CoreCommodity Management, LLC 810.04%0.13%0.18%Q1 2015Q2 202313
SevenBridge Financial Group, LLC 13130.00%0.00%0.03%Q2 2016Q2 201913
DRIEHAUS CAPITAL MANAGEMENT LLC 810.03%0.24%0.42%Q2 2013Q4 201613
SHEPHERD KAPLAN KROCHUK, LLC 13130.11%0.24%0.51%Q2 2020Q2 202313
Robertson Stephens Wealth Management, LLC 13130.04%0.08%0.15%Q2 2020Q2 202313
Fisher Asset Management, LLC 710.00%0.00%0.00%Q4 2013Q4 202113
True North Advisors, LLC 1010.06%0.13%0.21%Q4 2019Q2 202313
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.67%0.96%1.22%Q2 2013Q2 201613
VAUGHAN DAVID INVESTMENTS LLC/IL 13130.06%0.07%0.08%Q1 2016Q1 201913
COWA, LLC 11110.01%0.56%1.16%Q4 2020Q2 202313
WEBSTER BANK, N. A. 1120.00%0.01%0.07%Q3 2017Q2 202113
55I, LLC 850.01%0.13%0.42%Q4 2018Q1 202213
Vantage Investment Advisors, LLC 1120.00%0.00%0.02%Q1 2015Q2 201813
Global Endowment Management, LP 760.18%0.47%1.17%Q2 2013Q3 201713
MetLife Investment Management, LLC 13130.18%0.27%0.39%Q3 2018Q3 202113
Vigilant Capital Management, LLC 720.00%0.00%0.01%Q4 2017Q2 202313
CADENCE CAPITAL MANAGEMENT LLC 13131.03%2.26%5.10%Q3 2017Q3 202013
NATIONAL PENN INVESTORS TRUST CO /PA 12120.06%0.09%0.13%Q2 2013Q1 201612
HOWLAND CAPITAL MANAGEMENT LLC 820.01%0.03%0.04%Q3 2013Q2 202312
Vestcor Inc 12120.01%0.03%0.06%Q4 2019Q3 202212
FIRST HAWAIIAN BANK 810.01%0.02%0.03%Q3 2018Q1 202212
TPH Asset Management, LLC 1020.00%0.77%1.62%Q2 2013Q4 201612
Cetera Investment Advisers 1110.01%0.03%0.15%Q2 2018Q2 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Principle Wealth Partners LLC 1110.01%0.10%0.14%Q2 2020Q2 202312
Concert Wealth Management Inc. 840.02%0.04%0.07%Q1 2014Q1 201712
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12120.01%0.02%0.02%Q4 2013Q3 201612
TFC Financial Management, Inc. 12120.00%0.00%0.01%Q3 2020Q2 202312
MCDANIEL TERRY & CO 12120.07%0.10%0.14%Q2 2016Q1 201912
Avantax Planning Partners, Inc. 12120.02%0.02%0.03%Q4 2016Q3 201912
Clear Harbor Asset Management, LLC 12120.01%0.05%0.06%Q3 2020Q2 202312
Municipal Employees' Retirement System of Michigan 1020.15%0.25%0.44%Q1 2016Q1 201912
Intrua Financial, LLC 12120.11%0.19%0.29%Q2 2020Q1 202312
OneDigital Investment Advisors LLC 750.01%0.03%0.07%Q2 2019Q2 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.06%0.10%Q4 2018Q3 202112
Visionary Wealth Advisors 1010.02%0.03%0.05%Q4 2019Q1 202312
SENTINEL TRUST CO LBA 12120.06%0.11%0.15%Q2 2013Q1 201612
TRUST CO OF OKLAHOMA 810.10%0.38%0.57%Q2 2014Q2 202112
Hexagon Capital Partners LLC 12120.01%0.02%0.04%Q3 2020Q2 202312
Sovereign Investment Advisors, LLC 12121.92%2.75%3.38%Q3 2020Q2 202312
ORLEANS CAPITAL MANAGEMENT CORP/LA 910.14%0.20%0.25%Q2 2013Q1 201712
CAPITAL GUARDIAN TRUST CO 12120.00%0.00%0.01%Q2 2014Q1 201712
Bristlecone Advisors, LLC 12120.04%0.06%0.09%Q3 2020Q2 202312
CHILTON INVESTMENT CO INC. 12120.02%0.02%0.03%Q3 2019Q2 202212
WOLVERINE ASSET MANAGEMENT LLC 550.00%0.00%0.01%Q2 2013Q2 201412
PRIVATE ASSET MANAGEMENT INC 820.04%0.04%0.04%Q1 2016Q2 201912
Berman Capital Advisors, LLC 12120.01%0.03%0.05%Q4 2018Q3 202112
Samalin Investment Counsel, LLC 1110.03%0.41%0.62%Q4 2019Q1 202312
Hartford Financial Management Inc. 610.01%0.01%0.01%Q2 2013Q3 201912
OAK FAMILY ADVISORS, LLC 11110.00%1.84%2.65%Q4 2020Q2 202312
Gryphon Financial Partners LLC 1110.05%0.16%0.29%Q4 2017Q2 202112
Mariner Wealth Advisors-Cincinnati, LLC 12120.22%0.32%0.42%Q4 2015Q3 201812
AGF INVESTMENTS INC. 930.00%0.09%0.28%Q2 2015Q3 202012
TCTC Holdings, LLC 11110.00%0.01%0.01%Q4 2020Q2 202311
Sage Mountain Advisors LLC 11110.05%0.08%0.15%Q4 2020Q2 202311
RGT Wealth Advisors, LLC 910.01%0.46%1.70%Q3 2016Q4 202111
GODSEY & GIBB, INC 610.01%0.03%0.07%Q1 2016Q2 202311
InterOcean Capital Group, LLC 11110.03%0.05%0.10%Q4 2020Q2 202311
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11113.17%6.64%9.50%Q4 2020Q2 202311
SkyView Investment Advisors, LLC 11110.16%0.24%0.36%Q4 2020Q2 202311
TECTONIC ADVISORS LLC 11110.18%0.33%0.57%Q4 2020Q2 202311
NORTHSTAR WEALTH PARTNERS LLC 11110.45%0.65%0.76%Q1 2018Q3 202011
Covington Investment Advisors Inc. 11110.11%0.23%0.46%Q1 2015Q3 201711
SYNOVUS FINANCIAL CORP 1010.00%0.00%0.00%Q1 2015Q2 202011
IEQ CAPITAL, LLC 620.01%0.02%0.14%Q4 2019Q2 202311
Ensemble Capital Management 11110.06%0.19%0.23%Q3 2013Q1 201611
Cadent Capital Advisors, LLC 11110.47%0.62%0.97%Q4 2020Q2 202311
FULTON BREAKEFIELD BROENNIMAN LLC 11110.28%0.40%0.51%Q2 2013Q4 201511
Hedeker Wealth, LLC 11110.03%0.39%0.52%Q4 2014Q2 201711
COMERICA SECURITIES INC 11110.02%0.10%0.17%Q2 2016Q4 201811
Vident Investment Advisory, LLC 11110.20%0.30%0.62%Q1 2020Q3 202211
Matisse Capital 920.10%0.14%0.18%Q4 2015Q3 201811
Pinnacle Summer Investments, Inc. 11110.07%0.14%0.19%Q2 2013Q4 201511
IBEX WEALTH ADVISORS 810.76%0.96%1.22%Q4 2016Q4 201911
Mayflower Financial Advisors, LLC 11110.05%0.06%0.07%Q4 2020Q2 202311
Annandale Capital, LLC 11110.96%1.57%2.06%Q4 2020Q2 202311
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 11110.06%1.00%1.87%Q1 2018Q3 202011
Prime Capital Investment Advisors, LLC 11110.00%0.02%0.08%Q4 2017Q2 202011
GREAT LAKES ADVISORS, LLC 11110.01%0.03%0.07%Q2 2013Q4 201511
Ballentine Partners, LLC 11110.07%0.11%0.16%Q2 2017Q4 201911
SOA Wealth Advisors, LLC. 11110.00%0.01%0.02%Q4 2020Q2 202311
PALLADIUM PARTNERS LLC 520.02%0.05%0.13%Q2 2013Q1 202211
Bard Financial Services, Inc. 11110.30%0.36%0.44%Q4 2020Q2 202311
Taylor, Cottrill LLC 11110.25%0.28%0.33%Q2 2013Q4 201511
THOMPSON DAVIS & CO., INC. 810.02%0.07%0.26%Q4 2013Q4 201711
Advisor OS, LLC 11110.19%0.23%0.28%Q4 2020Q2 202311
Sterling Investment Advisors, Ltd. 1010.01%0.01%0.07%Q1 2020Q2 202311
Alexandria Capital, LLC 11110.03%0.05%0.07%Q2 2013Q4 201511
CUMBERLAND ADVISORS INC 11110.01%0.02%0.03%Q2 2014Q4 201611
CHILDRESS CAPITAL ADVISORS, LLC 11110.35%0.55%0.66%Q4 2020Q2 202311
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 11111.92%2.41%3.14%Q4 2020Q2 202311
TWIN FOCUS CAPITAL PARTNERS, LLC 11110.29%0.41%0.51%Q2 2013Q4 201511
UNITED SERVICES AUTOMOBILE ASSOCIATION 11110.02%0.04%0.05%Q3 2017Q1 202011
Tolleson Wealth Management, Inc. 11110.08%0.15%0.27%Q4 2018Q2 202111
Gibraltar Capital Management, Inc. 11112.28%2.78%3.16%Q3 2020Q1 202311
BRASADA CAPITAL MANAGEMENT, LP 11110.76%1.32%2.05%Q4 2017Q2 202011
First Eagle Investment Management, LLC 11110.08%0.15%0.23%Q4 2020Q2 202311
CoreFirst Bank & Trust 11110.02%0.03%0.04%Q4 2020Q2 202311
OUTFITTER FINANCIAL LLC 11110.56%1.50%1.92%Q4 2020Q2 202311
Laird Norton Wetherby Trust Company, LLC 11110.02%0.03%0.06%Q4 2020Q2 202311
Checchi Capital Advisers, LLC 11110.09%0.27%0.49%Q4 2013Q2 201611
BNP Paribas Asset Management Holding S.A. 11110.00%0.00%0.01%Q1 2017Q3 201911
ZACKS INVESTMENT MANAGEMENT 1010.01%0.02%0.04%Q2 2013Q1 201611
SIMON QUICK ADVISORS, LLC 11110.00%0.01%0.02%Q3 2017Q1 202011
Independence Trust CO 810.13%0.82%1.50%Q2 2013Q1 201711
Concord Wealth Partners 730.01%0.02%0.06%Q4 2020Q2 202310
Keystone Financial Planning, Inc. 10100.56%1.16%2.34%Q4 2013Q1 201610
TIAA CREF INVESTMENT MANAGEMENT LLC 820.00%0.01%0.02%Q2 2013Q1 201910
Apollon Wealth Management, LLC 910.01%0.13%0.21%Q2 2020Q2 202310
CENTRAL BANK & TRUST CO 10100.00%0.04%0.17%Q2 2013Q3 201510
Virtus ETF Advisers LLC 821.64%3.60%7.89%Q4 2015Q4 201810
Cowen Prime Advisors LLC 910.55%0.76%0.95%Q2 2020Q2 202310
Transamerica Financial Advisors, Inc. 610.00%0.04%0.09%Q2 2013Q1 201610
NN Investment Partners Holdings N.V. 10100.00%0.01%0.02%Q1 2019Q2 202110
Almanack Investment Partners, LLC. 910.03%0.05%0.12%Q2 2019Q2 202310
Greenwich Investment Management, Inc. 730.14%0.17%0.21%Q2 2014Q2 202310
CERTUITY, LLC 10100.09%0.29%0.64%Q4 2019Q1 202210
BINGHAM OSBORN & SCARBOROUGH LLC 410.02%0.03%0.07%Q2 2014Q2 202110
Lumature Wealth Partners, LLC 10100.01%0.02%0.02%Q1 2021Q2 202310
CLINTON GROUP INC 510.02%0.24%0.70%Q1 2014Q2 201810
Bramshill Investments, LLC 10100.02%0.28%0.46%Q1 2021Q2 202310
Newport Wealth Strategies, Inc. 910.12%0.28%0.44%Q4 2017Q2 202110
Oliver Luxxe Assets LLC 10100.10%0.28%0.47%Q3 2020Q4 202210
LexAurum Advisors, LLC 10100.22%0.45%0.59%Q1 2021Q2 202310
SII INVESTMENTS INC/WI 710.02%0.04%0.05%Q2 2013Q1 201710
CITY NATIONAL BANK 10100.00%0.01%0.01%Q2 2013Q3 201510
FULTON BANK, N.A. 10100.02%0.04%0.04%Q4 2015Q1 201810
PagnatoKarp Partners LLC 10100.06%0.09%0.12%Q3 2017Q4 201910
HC FINANCIAL ADVISORS INC 10100.02%0.03%0.06%Q1 2020Q2 202210
Investment Research & Advisory Group, Inc. 10100.01%0.02%0.03%Q4 2019Q1 202210
Marcum Wealth, LLC 10100.03%0.04%0.04%Q1 2021Q2 202310
PartnerRe Asset Management CORP 10100.22%1.60%3.06%Q2 2013Q3 201510
Douglas Lane & Associates, LLC 710.01%0.01%0.01%Q2 2016Q4 201910
FRONTIER INVESTMENT MGMT CO 10100.03%0.04%0.05%Q3 2013Q4 201510
EXCHANGE TRADED CONCEPTS, LLC 510.00%0.03%0.29%Q1 2020Q2 202310
MOGY JOEL R INVESTMENT COUNSEL INC 10100.05%0.06%0.08%Q2 2013Q3 201510
Clarkston Capital Partners, LLC 10100.00%0.01%0.01%Q1 2021Q2 202310
WP Advisors, LLC 10102.19%2.84%3.44%Q1 2021Q2 202310
Pegasus Asset Management, Inc. 10101.38%1.99%2.26%Q4 2017Q1 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
NOMURA ASSET MANAGEMENT CO LTD 10100.89%1.03%1.20%Q3 2013Q4 201510
ALBION FINANCIAL GROUP /UT 910.03%0.05%0.08%Q4 2020Q2 202310
TEACHERS ADVISORS, LLC 820.00%0.01%0.02%Q2 2013Q1 201910
Kaizen Financial Strategies 820.29%0.40%0.50%Q4 2020Q2 202310
Douglass Winthrop Advisors, LLC 10100.02%0.03%0.04%Q1 2016Q2 201810
KAVAR CAPITAL PARTNERS GROUP, LLC 10100.05%0.06%0.07%Q4 2020Q1 202310
AGRAN LIBBIE 820.12%0.13%0.14%Q3 2014Q1 201710
MID CONTINENT CAPITAL LLC/IL 10100.01%0.03%0.04%Q2 2013Q3 201510
Proficio Capital Partners LLC 10100.01%0.06%0.13%Q1 2016Q2 201810
Sippican Capital Advisors 610.19%0.24%0.28%Q3 2014Q2 202310
Squar Milner Financial Services LLC 730.17%0.58%1.12%Q4 2017Q2 202010
Spire Wealth Management 10100.05%0.06%0.09%Q1 2021Q2 202310
LIBERTY WEALTH MANAGEMENT LLC 10100.00%0.01%0.01%Q4 2018Q1 202110
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.02%0.02%0.02%Q1 2021Q2 202310
Corient Capital Partners, LLC 10100.08%0.14%0.20%Q3 2016Q4 201810
RUSSELL FRANK CO/ 730.00%0.01%0.05%Q2 2013Q1 201610
Covenant Asset Management, LLC 10100.07%0.08%0.10%Q1 2021Q2 202310
TDAM USA INC. 810.02%0.04%0.06%Q3 2013Q3 20199
HRT FINANCIAL LP 210.01%0.41%2.29%Q3 2017Q2 20239
LGL PARTNERS, LLC 630.08%0.23%0.33%Q1 2016Q3 20199
ORSER CAPITAL MANAGEMENT, LLC 990.24%0.31%0.39%Q4 2017Q4 20199
Providence Capital Advisors, LLC 990.35%0.41%0.49%Q4 2017Q4 20199
MILLENNIUM MANAGEMENT LLC 410.00%0.02%0.04%Q1 2014Q4 20169
CSS LLC/IL 110.02%0.07%0.15%Q3 2015Q2 20239
Signature Wealth Management Partners, LLC 990.20%0.31%0.38%Q2 2021Q2 20239
Progeny 3, Inc. 811.57%3.59%5.12%Q3 2014Q2 20239
GPS Wealth Strategies Group, LLC 720.00%0.01%0.02%Q1 2021Q2 20239
Fiduciary Group LLC 990.05%0.06%0.07%Q4 2015Q4 20179
ASSET PLANNING SERVICES INC /LA/ /ADV 991.83%2.22%2.53%Q4 2016Q4 20189
Rafferty Asset Management, LLC 810.02%0.04%0.08%Q3 2014Q3 20209
L & S Advisors Inc 990.05%0.19%0.26%Q4 2017Q4 20199
Westside Investment Management, Inc. 990.01%0.01%0.01%Q4 2016Q4 20189
HIGHLAND CAPITAL MANAGEMENT LP 630.02%0.03%0.04%Q2 2014Q2 20199
Morningstar Investment Management LLC 990.29%0.59%0.82%Q2 2021Q2 20239
SRS Capital Advisors, Inc. 810.00%0.05%0.08%Q4 2016Q2 20229
PLATINUM INVESTMENT MANAGEMENT LTD 990.00%0.00%0.01%Q3 2020Q3 20229
Private Capital Group, LLC 810.00%0.00%0.01%Q4 2017Q3 20219
Syntal Capital Partners, LLC 810.01%0.22%0.41%Q1 2015Q3 20189
TORONTO DOMINION BANK 610.00%0.03%0.08%Q1 2013Q2 20179
Catamount Wealth Management 990.02%0.03%0.03%Q1 2017Q1 20199
SpiderRock Advisors, LLC 330.00%0.30%1.34%Q1 2017Q3 20179
Ellis Investment Partners, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
Lido Advisors, LLC 410.00%0.03%0.13%Q4 2016Q2 20239
Laidlaw Group, LLC 990.25%0.29%0.33%Q2 2013Q2 20159
HARBOUR INVESTMENTS, INC. 540.01%0.01%0.01%Q1 2021Q2 20239
TCW GROUP INC 990.00%0.01%0.01%Q2 2014Q2 20169
Arlington Partners LLC 610.01%0.10%0.20%Q4 2018Q4 20229
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.06%0.13%0.29%Q2 2018Q2 20239
Princeton Portfolio Strategies Group LLC 720.29%0.36%0.44%Q2 2015Q3 20179
Pinnacle Advisory Group, Inc. 810.02%0.03%0.05%Q2 2016Q3 20189
Walleye Capital LLC 410.00%0.06%0.26%Q1 2019Q2 20239
Granite Investment Partners, LLC 990.03%0.03%0.04%Q4 2015Q4 20179
MATRIX PRIVATE CAPITAL GROUP LLC 810.11%0.17%0.30%Q4 2019Q2 20239
683 Capital Management, LLC 990.02%1.63%3.66%Q3 2020Q3 20229
Balentine LLC 510.03%0.06%0.10%Q2 2015Q4 20179
Zions Bancorporation 990.05%0.10%0.18%Q1 2016Q1 20189
Parasol Investment Management, LLC 990.03%0.06%0.12%Q4 2014Q4 20169
VSR Financial Services, Inc. 990.02%0.04%0.05%Q2 2014Q2 20169
Welch Group, LLC 990.01%0.01%0.02%Q4 2017Q4 20199
DAVENPORT & Co LLC 990.01%0.01%0.04%Q2 2021Q2 20239
COMMERZBANK AKTIENGESELLSCHAFT /FI 610.00%0.01%0.02%Q2 2013Q2 20169
Lake Point Wealth Management 510.00%0.00%0.01%Q4 2018Q2 20229
WEST CHESTER CAPITAL ADVISORS, INC 990.23%0.43%0.97%Q2 2013Q2 20159
Hodges Capital Management Inc. 990.02%0.03%0.05%Q2 2021Q2 20239
Professional Financial Advisors, LLC 990.01%0.02%0.02%Q3 2020Q3 20229
Guidant Wealth Advisors 990.02%0.05%0.09%Q4 2016Q4 20189
Western Wealth Management, LLC 610.02%0.05%0.07%Q3 2019Q2 20239
GIRARD PARTNERS LTD. 410.03%0.12%0.22%Q2 2014Q3 20189
Suncoast Equity Management 880.06%0.10%0.17%Q2 2016Q1 20188
ZWJ INVESTMENT COUNSEL INC 320.02%0.02%0.03%Q4 2014Q1 20178
Capital Wealth Planning, LLC 410.02%0.14%0.29%Q2 2014Q2 20198
Osborn Williams & Donohoe LLC 410.04%0.07%0.10%Q2 2013Q4 20198
KCM INVESTMENT ADVISORS LLC 880.02%0.03%0.05%Q2 2013Q1 20158
Allegis Investment Advisors, LLC 880.06%0.10%0.15%Q4 2015Q3 20178
Cannell & Co. 510.01%0.01%0.02%Q2 2014Q1 20238
HB Wealth Management, LLC 770.01%0.02%0.03%Q4 2021Q2 20238
MISSION WEALTH MANAGEMENT, LP 880.03%0.07%0.11%Q2 2016Q1 20188
Argentus Capital Management, LLC 880.08%0.14%0.25%Q2 2014Q1 20168
Mitsubishi UFJ Trust & Banking Corp 880.16%0.25%0.34%Q3 2019Q2 20218
KING INVESTMENT ADVISORS INC/TX 880.37%0.51%0.62%Q2 2013Q1 20158
Palisade Asset Management, LLC 510.04%0.04%0.05%Q2 2014Q1 20178
MARINER INDEPENDENT ADVISOR NETWORK, LLC 620.02%0.06%0.21%Q4 2017Q3 20228
Antonetti Capital Management LLC 710.03%0.04%0.06%Q2 2010Q1 20238
Clearview Wealth Advisors LLC 880.02%0.02%0.02%Q1 2021Q4 20228
FourThought Financial, LLC 880.01%0.02%0.03%Q4 2020Q3 20228
PERRITT CAPITAL MANAGEMENT INC 880.20%0.29%0.36%Q2 2021Q1 20238
DOLIVER ADVISORS, LP 320.09%0.10%0.11%Q2 2017Q3 20198
Seven Post Investment Office LP 880.13%0.33%0.46%Q4 2018Q3 20208
FFT WEALTH MANAGEMENT LLC 710.00%0.43%0.86%Q4 2015Q2 20218
U.S. Capital Wealth Advisors, LLC 880.11%0.24%0.42%Q3 2021Q2 20238
CREATIVE FINANCIAL DESIGNS INC /ADV 880.01%0.01%0.01%Q3 2021Q2 20238
BOSTON PRIVATE BANK & TRUST CO 880.22%0.24%0.28%Q2 2013Q1 20158
Integrated Wealth Concepts LLC 880.01%0.01%0.02%Q3 2021Q2 20238
MATHER GROUP, LLC. 610.01%0.06%0.08%Q1 2014Q4 20228
Newbridge Financial Services Group, Inc. 510.00%0.02%0.08%Q3 2020Q2 20238
FIDUCIARY ASSET MANAGEMENT LLC 880.75%0.86%0.94%Q2 2013Q1 20158
Strategic Wealth Partners, Ltd. 880.00%0.16%0.53%Q4 2017Q3 20198
PRING TURNER CAPITAL GROUP INC 310.14%0.33%0.60%Q4 2013Q2 20238
QUANTUM CAPITAL MANAGEMENT 510.04%0.06%0.09%Q3 2013Q3 20208
Lavaca Capital LLC 880.08%0.57%0.83%Q4 2018Q3 20208
McElhenny Sheffield Capital Management, LLC 880.26%0.35%0.55%Q3 2021Q2 20238
Baird Financial Group, Inc. 620.00%0.00%0.01%Q1 2017Q3 20198
Weaver C. Barksdale & Associates, Inc. 880.65%1.49%1.71%Q1 2016Q4 20178
AQR Capital Management 710.00%0.00%0.00%Q4 2012Q4 20148
Wealthspire Advisors, LLC 880.04%0.04%0.05%Q3 2021Q2 20238
TIAA CREF TRUST CO FSB/MO 710.01%0.01%0.01%Q4 2013Q1 20178
CAPITAL ONE FINANCIAL CORP 880.05%0.07%0.13%Q1 2020Q4 20218
Sierra Capital LLC 880.01%0.01%0.01%Q1 2021Q4 20228
Amundi 880.00%0.00%0.00%Q2 2021Q1 20238
Avidian Wealth Solutions, LLC 710.02%0.02%0.06%Q3 2019Q1 20238
KMG FIDUCIARY PARTNERS, LLC 440.03%0.04%0.05%Q4 2020Q2 20238
Koshinski Asset Management, Inc. 510.02%0.12%0.20%Q2 2017Q4 20218
GREYSTONE INVESTMENT MANAGEMENT LLC 880.17%0.22%0.29%Q4 2015Q3 20178
Sterling Manor Financial, LLC 880.21%0.27%0.38%Q4 2020Q3 20228
Sowell Financial Services LLC 710.00%0.01%0.04%Q4 2016Q1 20218
Castle Rock Wealth Management, LLC 430.35%0.60%1.01%Q4 2017Q4 20197
ParenteBeard Wealth Management, LLC 770.38%0.89%1.18%Q2 2013Q4 20147
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.02%Q2 2013Q4 20147
Colonial River Wealth Management, LLC 770.16%0.20%0.26%Q4 2021Q2 20237
Spectrum Management Group, LLC 320.02%0.03%0.06%Q4 2015Q4 20197
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.00%Q2 2016Q2 20207
MANCHESTER FINANCIAL INC 610.01%0.01%0.02%Q2 2019Q1 20217
Sonora Investment Management Group, LLC 770.04%0.04%0.05%Q4 2021Q2 20237
KEELEY ASSET MANAGEMENT CORP 430.01%0.01%0.01%Q2 2013Q3 20157
Integrated Wealth Management 770.02%0.02%0.02%Q1 2015Q3 20167
TD Waterhouse Canada Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
Quantbot Technologies LP 410.01%0.09%0.20%Q1 2014Q1 20167
MARINER INVESTMENT GROUP LLC 772.54%6.08%8.56%Q2 2016Q4 20177
LINCOLN NATIONAL CORP 770.01%0.01%0.01%Q4 2021Q2 20237
Fractal Investments LLC 774.44%8.05%9.67%Q4 2021Q2 20237
FOUNDERS BANK & TRUST 770.00%0.01%0.01%Q2 2013Q4 20147
EverSource Wealth Advisors, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Charles Schwab Investment Advisory, Inc. 770.02%0.03%0.04%Q2 2018Q4 20197
UBS ASSET MANAGEMENT AMERICAS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Quantum Private Wealth, LLC 770.19%0.30%0.36%Q4 2021Q2 20237
TCF National Bank 770.03%0.04%0.06%Q3 2019Q1 20217
STRATTON MANAGEMENT CO 430.01%0.02%0.02%Q3 2013Q2 20157
Beacon Pointe Advisors, LLC 510.02%0.05%0.09%Q2 2021Q2 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
MGO ONE SEVEN LLC 410.01%0.05%0.15%Q4 2017Q2 20237
Platform Technology Partners 510.09%0.25%0.67%Q4 2019Q2 20237
Quent Capital, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Morton Capital Management LLC/CA 770.14%0.18%0.22%Q4 2021Q2 20237
EXENCIAL WEALTH ADVISORS, LLC 770.02%0.03%0.03%Q4 2021Q2 20237
Wedmont Private Capital 770.04%0.06%0.09%Q4 2021Q2 20237
Weiss Multi-Strategy Advisers LLC 310.04%0.16%0.41%Q2 2013Q2 20237
DIFESA CAPITAL MANAGEMENT, LP 770.25%1.01%3.00%Q4 2021Q2 20237
RS CRUM INC. 770.60%0.73%0.86%Q4 2021Q2 20237
NORTHWEST WEALTH MANAGEMENT, LLC 520.06%0.12%0.26%Q4 2016Q1 20197
Spears Abacus Advisors LLC 770.02%0.03%0.04%Q4 2021Q2 20237
MARSHALL WACE, LLP 310.02%0.03%0.06%Q3 2015Q2 20207
AMUNDI ASSET MANAGEMENT US, INC. 770.00%0.00%0.01%Q3 2019Q1 20217
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.03%0.10%Q2 2015Q3 20207
Rehmann Capital Advisory Group 770.00%0.00%0.01%Q1 2018Q3 20197
INTEGRAL DERIVATIVES, LLC 320.01%0.03%0.05%Q2 2014Q2 20177
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
Li Winifred I 770.23%0.29%0.37%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
REGATTA CAPITAL GROUP, LLC 770.41%0.45%0.48%Q4 2021Q2 20237
Donoghue Forlines LLC 770.10%0.17%0.22%Q4 2021Q2 20237
Baldrige Asset Management LLC 520.00%0.00%0.00%Q2 2021Q1 20237
180 WEALTH ADVISORS, LLC 770.10%0.15%0.22%Q3 2018Q1 20207
BRYN MAWR TRUST Co 770.01%0.02%0.02%Q2 2018Q4 20197
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q4 2021Q2 20237
Glassman Wealth Services 610.00%0.02%0.02%Q4 2016Q2 20237
Iron Horse Wealth Management, LLC 770.01%0.01%0.02%Q4 2021Q2 20237
GraniteShares Advisors LLC 770.34%0.62%1.32%Q4 2021Q2 20237
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 410.02%0.03%0.05%Q4 2017Q4 20197
BancFirst Trust & Investment Management 770.47%0.54%0.60%Q4 2021Q2 20237
Frontier Wealth Management LLC 520.00%0.05%0.13%Q2 2015Q2 20227
Citizens National Bank Trust Department 770.00%0.00%0.00%Q4 2021Q2 20237
Beaumont Financial Partners, LLC 770.02%0.03%0.05%Q1 2018Q3 20197
Locust Wood Capital Advisers 430.04%0.44%0.83%Q4 2014Q4 20207
OLD SECOND NATIONAL BANK OF AURORA 610.00%0.00%0.00%Q4 2013Q3 20217
Bank of Kentucky, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
SHAPIRO ROBERT N 770.13%0.15%0.19%Q2 2013Q4 20147
Edge Advisors, LLC 770.21%0.31%0.45%Q4 2016Q2 20187
Clear Perspective Advisors, LLC 770.05%0.08%0.10%Q4 2016Q2 20187
GLENVIEW STATE BANK TRUST DEPT. 210.08%0.10%0.11%Q1 2017Q3 20197
BALYASNY ASSET MANAGEMENT L.P. 410.01%0.09%0.34%Q1 2014Q4 20177
BECK CAPITAL MANAGEMENT, LLC 770.17%0.27%0.36%Q4 2013Q2 20157
Avestar Capital, LLC 770.04%0.07%0.09%Q4 2017Q2 20197
Byrne Asset Management LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Caption Management, LLC 310.00%0.01%0.03%Q3 2018Q3 20227
IFG Advisory, LLC 320.02%0.03%0.04%Q4 2020Q1 20237
BBR PARTNERS, LLC 310.03%0.06%0.14%Q1 2015Q2 20216
Parisi Gray Wealth Management 660.01%0.01%0.01%Q4 2017Q1 20196
Wood Investment Counsel LLC 660.20%0.22%0.25%Q2 2013Q3 20146
Atria Wealth Solutions, Inc. 660.01%0.02%0.03%Q1 2022Q2 20236
HANSEATIC MANAGEMENT SERVICES INC 660.01%0.01%0.01%Q2 2013Q3 20146
Stifel Trust Company, N.A. 660.05%0.06%0.08%Q2 2013Q3 20146
HITE Hedge Asset Management LLC 311.08%2.23%3.69%Q1 2014Q3 20206
O'Dell Group, LLC 510.01%0.01%0.01%Q3 2021Q2 20236
McIlrath & Eck, LLC 510.00%0.00%0.00%Q1 2021Q4 20226
SEI TRUST CO 660.00%0.01%0.01%Q2 2013Q3 20146
CFM WEALTH PARTNERS LLC 410.34%0.41%0.47%Q3 2021Q2 20236
1919 Investment Counsel, LLC 660.30%0.34%0.41%Q2 2013Q3 20146
CarsonAllaria Wealth Management, Ltd. 660.01%0.01%0.01%Q1 2022Q2 20236
Trek Financial, LLC 660.02%0.03%0.04%Q1 2022Q2 20236
Hirtle Callaghan & Co LLC 310.02%0.04%0.07%Q3 2013Q2 20176
Gratus Capital, LLC 210.03%0.04%0.05%Q4 2014Q3 20196
Venture Visionary Partners LLC 660.02%0.02%0.02%Q2 2021Q3 20226
TOMPKINS FINANCIAL CORP 410.00%0.01%0.01%Q2 2013Q3 20176
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Jackson Wealth Management, LLC 330.37%1.25%2.39%Q4 2014Q3 20166
Meadow Creek Investment Management LLC 660.10%0.14%0.22%Q2 2018Q3 20196
MCMILLION CAPITAL MANAGEMENT INC 410.03%0.05%0.07%Q2 2019Q2 20226
Skandinaviska Enskilda Banken AB (publ) 660.00%0.08%0.18%Q3 2019Q4 20206
Vishria Bird Financial Group, LLC 660.22%0.24%0.29%Q2 2018Q3 20196
Banyan Partners, LLC 660.03%0.08%0.12%Q2 2013Q3 20146
Wellington Shields Capital Management, LLC 510.01%0.03%0.08%Q2 2013Q1 20236
ACCESS FINANCIAL SERVICES, INC. 660.44%0.48%0.54%Q4 2016Q1 20186
Weaver Consulting Group 660.02%0.02%0.02%Q2 2019Q3 20206
Wealth Alliance 660.04%0.06%0.07%Q1 2022Q2 20236
Cohanzick Management, LLC 660.29%0.71%1.28%Q4 2020Q1 20226
Virginia National Bank 660.12%0.22%0.28%Q3 2018Q4 20196
SPOT TRADING L.L.C. 220.01%0.02%0.05%Q2 2017Q3 20176
Meixler Investment Management, Ltd. 660.49%0.67%0.94%Q4 2021Q1 20236
TFO Wealth Partners, LLC 410.00%0.03%0.12%Q4 2019Q3 20216
Schonfeld Strategic Advisors LLC 330.11%0.15%0.20%Q2 2020Q4 20216
COMMONWEALTH BANK OF AUSTRALIA 420.25%0.59%1.07%Q3 2015Q2 20196
Glen Harbor Capital Management LLC 660.13%0.18%0.28%Q2 2018Q3 20196
Twelve Points Wealth Management LLC 660.51%0.74%0.85%Q4 2021Q1 20236
Tyers Asset Management LLC 660.10%0.14%0.21%Q2 2018Q3 20196
AMERICAFIRST CAPITAL MANAGEMENT, LLC 310.10%0.35%1.00%Q3 2014Q2 20176
Summit Financial, LLC 660.04%0.09%0.13%Q4 2018Q1 20206
Tyler-Stone Wealth Management 510.01%0.01%0.01%Q4 2021Q2 20236
Strategic Advisors LLC 660.14%0.18%0.21%Q4 2013Q1 20156
Allred Capital Management, LLC 510.06%0.14%0.18%Q4 2018Q1 20216
MHI Funds, LLC 660.13%0.18%0.26%Q2 2018Q3 20196
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 510.85%5.82%8.25%Q2 2013Q4 20186
VICUS CAPITAL 510.04%0.06%0.08%Q2 2014Q4 20156
Airain ltd 420.02%0.07%0.17%Q3 2013Q1 20156
Premier Fund Managers Ltd 660.05%0.06%0.10%Q2 2021Q3 20226
Truvestments Capital LLC 210.00%0.01%0.01%Q3 2018Q4 20226
State of Wyoming 420.01%0.04%0.07%Q3 2021Q1 20236
Barnett & Company, Inc. 660.02%0.02%0.02%Q3 2016Q4 20176
Concorde Asset Management, LLC 660.12%0.25%0.43%Q3 2021Q4 20226
RIVERHEAD CAPITAL MANAGEMENT LLC 660.00%0.01%0.01%Q2 2018Q3 20196
WEXFORD CAPITAL LP 420.08%0.81%2.58%Q3 2015Q2 20216
NORTH AMERICAN MANAGEMENT CORP 660.08%0.10%0.11%Q4 2013Q1 20156
Corsicana & Co. 660.02%0.02%0.02%Q2 2021Q3 20226
Belmont Global Advisors, Inc. 510.25%2.71%3.66%Q4 2013Q2 20156
Trinity Legacy Partners, LLC 660.09%0.10%0.15%Q1 2022Q2 20236
Elkfork Partners LLC 660.10%0.14%0.22%Q2 2018Q3 20196
Glenview Trust Co 660.02%0.02%0.03%Q4 2016Q1 20186
SAXON INTERESTS, INC. 660.12%0.13%0.15%Q1 2022Q2 20236
CORTLAND ADVISERS LLC 660.69%1.08%1.70%Q2 2018Q3 20196
EDGE ASSET MANAGEMENT, INC 660.08%0.14%0.21%Q4 2015Q1 20176
SJS Investment Consulting Inc. 420.02%0.02%0.02%Q4 2021Q2 20236
River Wealth Advisors LLC 330.03%0.13%0.32%Q1 2015Q4 20186
Levy Wealth Management Group, LLC 410.08%0.09%0.12%Q2 2021Q2 20236
Perella Weinberg Partners Capital Management LP 660.10%0.69%1.19%Q1 2018Q2 20196
Arrow Investment Advisors, LLC 510.16%0.18%0.21%Q2 2021Q1 20236
Hillsdale Investment Management Inc. 660.02%0.02%0.03%Q2 2013Q3 20146
B&D White Capital Company, LLC 660.05%0.08%0.09%Q1 2022Q2 20236
Selective Wealth Management, Inc. 410.03%0.12%0.19%Q1 2020Q2 20236
WESPAC Advisors, LLC 420.21%0.26%0.36%Q4 2013Q2 20156
HENNESSY ADVISORS INC 660.06%0.16%0.26%Q1 2022Q2 20236
Gerber Kawasaki Wealth & Investment Management 660.07%0.31%0.51%Q4 2016Q1 20186
Perkins Investment Management, LLC 660.05%0.06%0.07%Q4 2015Q1 20176
Cerity Partners LLC 660.00%0.02%0.05%Q1 2022Q2 20236
PICTET ASSET MANAGEMENT LTD 660.21%0.41%0.90%Q2 2013Q3 20146
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 550.00%0.01%0.01%Q2 2020Q2 20215
Hillman Capital Management, Inc. 552.18%2.31%2.40%Q1 2021Q1 20225
Jackson, Grant Investment Advisers, Inc. 550.04%0.04%0.05%Q3 2016Q3 20175
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.02%0.04%0.08%Q1 2022Q2 20235
Community Bank, N.A. 410.00%0.00%0.00%Q4 2017Q4 20225
Jaffetilchin Investment Partners, LLC 410.15%0.20%0.36%Q2 2013Q3 20145
McCarthy Asset Management, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
Kavar Capital Partners, LLC 410.09%0.17%0.20%Q1 2019Q2 20205
BANK OF NOVA SCOTIA TRUST CO 550.04%0.04%0.04%Q2 2013Q2 20145
Castleton Investment Management LLC 410.34%1.02%1.56%Q3 2017Q4 20185
InterOcean Capital, LLC 410.03%0.05%0.12%Q4 2013Q2 20205
CENTAURUS FINANCIAL, INC. 410.00%0.01%0.01%Q2 2018Q1 20235
Bridgewater Advisors Inc. 550.07%0.09%0.12%Q2 2021Q2 20225
FIDUCIARY SERVICES CORP/GA 550.07%0.08%0.09%Q4 2013Q4 20145
QUEST CAPITAL MANAGEMENT INC /ADV 550.06%0.06%0.07%Q4 2018Q4 20195
Partnervest Advisory Services LLC 550.00%0.00%0.01%Q2 2013Q2 20145
Camarda Financial Advisors, LLC 550.13%0.16%0.19%Q3 2017Q3 20185
Westover Capital Advisors, LLC 551.10%2.26%3.02%Q1 2016Q1 20175
Capital Bank & Trust Co 310.00%0.00%0.00%Q2 2017Q3 20205
Caprock Group, LLC 550.20%0.59%1.07%Q1 2016Q1 20175
BB&T INVESTMENT SERVICES, INC. 550.03%0.07%0.10%Q4 2016Q4 20175
RESOURCES MANAGEMENT CORP /CT/ /ADV 320.00%0.01%0.01%Q3 2019Q2 20235
Institute for Wealth Management, LLC. 210.00%0.05%0.08%Q2 2013Q2 20195
First Heartland Consultants, Inc. 410.01%0.10%0.21%Q1 2018Q3 20225
RNC CAPITAL MANAGEMENT LLC 320.02%0.02%0.02%Q2 2014Q2 20225
Redhawk Wealth Advisors, Inc. 410.04%0.09%0.12%Q2 2019Q4 20225
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 320.00%0.01%0.02%Q4 2019Q1 20215
Ameritas Investment Company, LLC 310.00%0.00%0.00%Q1 2019Q1 20215
HAMILTON LANE ADVISORS LLC 550.42%0.56%0.72%Q2 2013Q2 20145
MOORE CAPITAL MANAGEMENT, LP 410.02%0.29%0.96%Q1 2020Q2 20235
PRELUDE CAPITAL MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2014Q1 20155
Crosspoint Capital Strategies, LLC 410.04%0.13%0.28%Q4 2013Q4 20155
Hotaling Investment Management, LLC 550.14%0.22%0.30%Q4 2018Q4 20195
CORNERCAP INVESTMENT COUNSEL INC 410.04%0.10%0.20%Q3 2014Q2 20185
Arkadios Wealth Advisors 550.00%0.01%0.02%Q3 2020Q3 20215
Stanford Investment Group, Inc. 550.02%0.02%0.02%Q4 2015Q4 20165
Addison Capital Co 550.19%0.22%0.24%Q4 2013Q4 20145
Aries Wealth Management 210.14%0.18%0.22%Q4 2017Q3 20195
KMS FINANCIAL SERVICES, INC 550.10%0.14%0.18%Q3 2013Q3 20145
Natixis Investment Managers International 410.01%0.01%0.02%Q4 2016Q1 20185
New Millennium Group LLC 550.01%0.01%0.01%Q2 2022Q2 20235
CFO4Life, L.P. 410.10%0.29%0.36%Q1 2016Q4 20225
MBA Advisors LLC 550.22%0.26%0.32%Q1 2021Q1 20225
LBMC INVESTMENT ADVISORS, LLC 310.02%0.05%0.16%Q1 2016Q2 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.16%0.41%0.54%Q3 2015Q3 20165
Swift Run Capital 320.09%0.11%0.14%Q1 2015Q3 20165
Annapolis Financial Services, LLC 550.02%0.02%0.04%Q3 2021Q3 20225
RWA WEALTH PARTNERS, LLC 320.01%0.01%0.01%Q1 2018Q2 20235
Strategic Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
ARES MANAGEMENT LLC 550.02%0.02%0.02%Q4 2018Q4 20195
Gupta Wealth Management LLC 550.08%0.12%0.18%Q1 2015Q1 20165
Legacy Advisors, LLC 320.03%0.05%0.08%Q1 2018Q2 20195
Marshall Wace North America L.P. 210.00%0.04%0.09%Q2 2017Q3 20205
Yorktown Management & Research Co Inc 550.23%0.32%0.44%Q1 2019Q1 20205
WealthPLAN Partners, LLC 210.00%0.00%0.01%Q2 2015Q2 20235
Highstreet Asset Management Inc. 410.00%0.00%0.01%Q2 2017Q4 20195
Timber Hill LLC 310.00%0.00%0.01%Q1 2014Q1 20165
NVWM, LLC 550.01%0.02%0.03%Q3 2019Q3 20205
Forest Hill Capital, LLC 550.15%0.35%0.73%Q4 2015Q4 20165
FORA Capital, LLC 110.05%0.08%0.12%Q4 2019Q1 20235
Zullo Investment Group, Inc. 550.05%0.06%0.07%Q4 2021Q4 20225
FAIRFIELD, BUSH & CO. 550.08%0.11%0.13%Q2 2014Q2 20155
Richard C. Young & CO., LTD. 550.05%0.08%0.09%Q3 2018Q3 20195
Moser Wealth Advisors, LLC 550.03%0.04%0.06%Q4 2019Q4 20205
Burt Wealth Advisors 410.00%0.01%0.02%Q1 2016Q3 20195
Hollow Brook Wealth Management LLC 552.14%2.49%2.73%Q2 2018Q2 20195
Dynamic Advisor Solutions LLC 550.13%0.15%0.18%Q2 2014Q2 20155
Atria Investments, Inc 550.01%0.01%0.01%Q3 2018Q3 20195
CITY HOLDING CO 550.00%0.00%0.01%Q1 2021Q1 20225
AT Bancorp 550.06%0.12%0.15%Q3 2016Q3 20175
Johnson Midwest Financial, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
TURNER INVESTMENTS LLC 440.03%0.10%0.22%Q1 2014Q4 20144
S.E.E.D. Planning Group LLC 310.09%0.09%0.10%Q1 2022Q1 20234
MILESTONE WEALTH, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
Lenox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2019Q4 20204
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.20%0.39%Q2 2013Q2 20214
FORSTA AP-FONDEN 440.08%0.37%0.56%Q1 2017Q4 20174
JANICZEK WEALTH MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
ZEKE CAPITAL ADVISORS, LLC 440.13%0.18%0.28%Q3 2016Q2 20174
Landsberg, Bennett, & Dubbaneh LLC 440.06%0.06%0.07%Q1 2019Q4 20194
Krilogy Financial LLC 310.00%0.01%0.02%Q2 2016Q2 20174
Cerebellum GP, LLC 210.00%0.09%0.28%Q1 2018Q3 20204
Geller Advisors LLC 440.15%0.16%0.17%Q3 2014Q2 20154
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.00%0.00%Q2 2018Q2 20204
Princeton Global Asset Management LLC 440.07%0.08%0.09%Q2 2022Q1 20234
FirstPurpose Wealth LLC 310.10%0.12%0.14%Q2 2022Q2 20234
Laurel Wealth Advisors LLC 440.00%0.00%0.01%Q1 2020Q4 20204
Klingman & Associates, LLC 440.01%0.05%0.09%Q3 2015Q2 20164
Artemis Investment Management LLP 440.01%0.02%0.02%Q4 2016Q3 20174
Grace Capital 310.01%0.04%0.15%Q4 2018Q4 20214
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.01%0.01%0.01%Q4 2017Q3 20184
CEDAR HILL ASSOCIATES, LLC 440.05%0.05%0.05%Q3 2017Q2 20184
EVOKE WEALTH, LLC 440.00%0.10%0.37%Q3 2019Q2 20204
Stratford Consulting, LLC 440.13%0.23%0.28%Q1 2014Q4 20144
MONEY CONCEPTS CAPITAL CORP 440.01%0.01%0.02%Q1 2022Q4 20224
Coston, McIsaac & Partners 440.02%0.02%0.03%Q3 2022Q2 20234
Rede Wealth, LLC 210.10%0.11%0.12%Q2 2021Q2 20234
TD ASSET MANAGEMENT INC 310.00%0.00%0.00%Q4 2013Q4 20144
NICOLET BANKSHARES INC 440.05%0.06%0.08%Q3 2021Q2 20224
Castleview Partners, LLC 310.01%0.01%0.02%Q2 2021Q2 20234
YorkBridge Wealth Partners, LLC 440.01%0.01%0.02%Q4 2016Q3 20174
Limestone Value Partners, LLC 440.42%0.71%0.83%Q4 2015Q3 20164
1ST SOURCE BANK 210.03%0.05%0.08%Q2 2013Q4 20144
COMERICA SECURITIES,INC. 210.02%0.03%0.05%Q1 2019Q2 20204
CIBC WORLD MARKET INC. 210.00%0.00%0.00%Q2 2014Q3 20164
Enhancing Capital LLC 440.40%0.43%0.46%Q4 2021Q3 20224
Terra Nova Asset Management LLC 440.28%0.57%0.93%Q1 2015Q4 20154
Phoenix Wealth Advisors 440.03%0.04%0.05%Q4 2020Q3 20214
Acrospire Investment Management LLC 220.03%0.06%0.15%Q1 2016Q2 20174
ArrowMark Colorado Holdings LLC 440.01%0.01%0.02%Q2 2020Q1 20214
Jump Financial, LLC 210.01%0.08%0.22%Q3 2020Q4 20224
JFS WEALTH ADVISORS, LLC 310.01%0.01%0.02%Q2 2014Q2 20154
NEIRG Wealth Management, LLC 440.17%0.19%0.22%Q3 2022Q2 20234
Horan Securities, Inc. 310.00%0.00%0.00%Q2 2021Q2 20224
Cadence Bank 440.03%0.03%0.03%Q3 2022Q2 20234
GRASSI INVESTMENT MANAGEMENT LLC 440.18%0.19%0.20%Q2 2013Q1 20144
Hoese & Co LLP 440.02%0.02%0.02%Q2 2021Q1 20224
Chessman Wealth Strategies RIA 441.02%1.14%1.28%Q4 2017Q3 20184
LAKE STREET ADVISORS GROUP, LLC 210.03%0.06%0.09%Q4 2017Q4 20214
Sanibel Captiva Investment Advisers, Inc. 442.54%2.80%2.97%Q1 2013Q4 20134
Pinnacle Wealth Planning Services, Inc. 310.04%0.04%0.04%Q2 2022Q2 20234
Virtue Capital Management, LLC 440.00%0.15%0.23%Q1 2018Q4 20184
Miracle Mile Advisors, LLC 110.01%0.04%0.08%Q1 2016Q2 20214
Capasso Planning Partners LLC 310.13%0.14%0.14%Q1 2022Q2 20234
M Holdings Securities, Inc. 310.02%0.02%0.03%Q3 2014Q3 20224
Global Trust Asset Management, LLC 440.02%0.02%0.02%Q4 2017Q3 20184
Green Owl Capital Management, LLC 220.00%0.14%0.47%Q2 2015Q3 20154
Capital Advisory Group Advisory Services, LLC 210.00%0.01%0.01%Q2 2019Q1 20224
Glassy Mountain Advisors, Inc. 310.06%0.22%0.31%Q4 2021Q4 20224
Altman Advisors, Inc. 220.42%0.46%0.48%Q4 2017Q4 20184
Wallace Capital Management Inc. 310.05%0.08%0.10%Q2 2013Q2 20144
Signature Financial Management, Inc. 310.06%0.08%0.09%Q1 2017Q3 20184
Bluefin Trading, LLC 110.00%0.03%0.06%Q1 2014Q3 20194
MILLER WEALTH ADVISORS, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
EP Wealth Advisors, LLC 310.00%0.03%0.10%Q4 2019Q2 20234
Newman Dignan & Sheerar, Inc. 440.14%0.15%0.18%Q1 2014Q4 20144
CONCENTRIC WEALTH MANAGEMENT, LLC 310.07%0.08%0.10%Q4 2019Q2 20234
Capital One Investing, Inc. 440.28%0.30%0.35%Q4 2018Q3 20194
Zions Bancorporation, N.A. 440.01%0.02%0.02%Q1 2019Q4 20194
Portfolio Strategies, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Riverview Capital Advisers, LLC 440.58%0.67%0.75%Q2 2022Q1 20234
Ranch Capital Advisors Inc. 440.07%0.11%0.17%Q3 2019Q2 20204
PGIM Custom Harvest LLC 440.13%0.17%0.22%Q4 2020Q3 20214
Farmers & Merchants Trust Co of Chambersburg PA 440.10%0.13%0.15%Q2 2022Q1 20234
Samson Capital Advisors LLC 440.23%0.44%0.59%Q4 2014Q3 20154
Wellington Shields & Co., LLC 440.06%0.08%0.11%Q2 2022Q1 20234
STABLEFORD CAPITAL II LLC 440.74%0.80%0.83%Q4 2020Q3 20214
Chesley Taft & Associates LLC 440.02%0.03%0.03%Q4 2013Q3 20144
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.03%0.06%Q4 2020Q2 20234
MADISON WEALTH MANAGEMENT 310.10%0.13%0.17%Q4 2019Q4 20204
BANK OF STOCKTON 310.12%0.13%0.17%Q2 2014Q1 20164
KHP Capital, LLC 440.61%0.67%0.78%Q4 2017Q3 20184
BOS Asset Management, LLC 330.25%0.26%0.28%Q4 2022Q2 20233
Measured Wealth Private Client Group, LLC 210.05%0.45%0.68%Q3 2018Q2 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
People's United Financial, Inc. 330.00%0.00%0.00%Q4 2016Q2 20173
Cornerstone Capital, Inc. 330.06%0.06%0.06%Q2 2014Q4 20143
Roundview Capital LLC 330.10%0.11%0.11%Q4 2020Q2 20213
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Salient Private Client, LLC 330.73%1.03%1.21%Q1 2018Q3 20183
Cyndeo Wealth Partners, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
CenterStar Fund, LLC 110.02%0.04%0.07%Q4 2016Q4 20163
FIRST MERCANTILE TRUST CO 330.00%0.00%0.00%Q1 2014Q3 20143
Baltimore-Washington Financial Advisors, Inc. 330.01%0.01%0.01%Q1 2015Q3 20153
TIVERTON ASSET MANAGEMENT LLC 330.02%0.02%0.03%Q2 2018Q4 20183
Elite Wealth Management, Inc. 330.94%0.97%0.98%Q3 2012Q1 20133
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q4 2017Q3 20223
ARCH CAPITAL GROUP LTD. 330.42%0.52%0.59%Q1 2021Q3 20213
NEXPOINT ASSET MANAGEMENT, L.P. 210.03%1.41%4.16%Q3 2019Q2 20233
Cable Hill Partners, LLC 330.01%0.02%0.03%Q3 2017Q1 20183
Financial Gravity Asset Management, Inc. 330.00%0.01%0.02%Q1 2023Q3 20233
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 330.16%0.21%0.30%Q2 2013Q4 20133
Opes Advisors Inc 210.18%0.19%0.22%Q1 2017Q4 20173
Trust Asset Management LLC 110.12%0.20%0.25%Q3 2011Q3 20193
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 210.01%0.04%0.05%Q3 2019Q4 20213
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q3 20213
LEUTHOLD GROUP, LLC 330.04%0.04%0.05%Q1 2019Q3 20193
PORTOLA GROUP INC /CA 330.14%0.15%0.16%Q2 2013Q4 20133
Pegasus Partners Ltd. 330.05%0.05%0.06%Q4 2022Q2 20233
DAVIDSON TRUST CO 210.19%0.20%0.22%Q2 2020Q1 20213
Cypress Wealth Services, LLC 210.07%0.09%0.10%Q2 2018Q1 20233
Corient Private Wealth LLC 330.01%0.01%0.01%Q4 2022Q2 20233
GRIFFIN ASSET MANAGEMENT, INC. 330.04%0.04%0.04%Q4 2022Q2 20233
SILVER OAK SECURITIES, INCORPORATED 330.04%0.05%0.06%Q4 2022Q2 20233
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Fidelis Capital Partners, LLC 330.12%0.19%0.32%Q4 2022Q2 20233
CBIZ Investment Advisory Services, LLC 330.02%0.12%0.24%Q2 2022Q4 20223
Golden State Wealth Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
RETIREMENT DESIGN & MANAGEMENT INC /ADV 330.17%0.18%0.20%Q4 2014Q2 20153
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 330.50%0.54%0.58%Q4 2022Q2 20233
Palo Capital, Inc. 210.12%0.16%0.19%Q1 2015Q2 20163
STRATEGIC CAPITAL ADVISERS, INC. 210.43%0.46%0.47%Q4 2017Q4 20183
Bill Few Associates, Inc. 330.12%0.12%0.13%Q4 2022Q2 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Stratos Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Tradition Wealth Management, LLC 210.00%0.00%0.00%Q4 2020Q3 20213
Advocacy Wealth Management Services, LLC 330.03%0.05%0.08%Q4 2015Q2 20163
MASON STREET ADVISORS, LLC 330.05%0.12%0.16%Q2 2013Q4 20133
LEGACY FINANCIAL GROUP, INC. 330.22%0.22%0.22%Q4 2022Q2 20233
Teamwork Financial Advisors, LLC 210.08%0.11%0.18%Q4 2019Q3 20223
Signator Financial Services, Inc. 330.02%0.03%0.04%Q1 2013Q3 20133
tru Independence LLC 330.00%0.01%0.01%Q4 2019Q2 20203
Ellevest, Inc. 330.01%0.01%0.02%Q4 2022Q2 20233
PATTON ALBERTSON MILLER GROUP, LLC 330.07%0.07%0.08%Q2 2019Q4 20193
FinTrust Capital Advisors, LLC 210.00%0.00%0.01%Q4 2018Q4 20193
First Command Bank 330.00%0.00%0.00%Q4 2022Q2 20233
IBERIABANK CORP 330.14%0.38%0.56%Q1 2014Q3 20143
Hutner Daniel Ellsworth 330.28%0.28%0.29%Q4 2015Q2 20163
Ameritas Advisory Services, LLC 330.01%0.02%0.02%Q3 2022Q1 20233
OXFORD FINANCIAL GROUP, LTD. LLC 210.03%0.03%0.03%Q2 2022Q2 20233
HWG Holdings LP 330.01%0.01%0.01%Q2 2017Q4 20173
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 330.02%0.03%0.03%Q4 2022Q2 20233
Chevy Chase Trust Holdings, LLC 210.00%0.01%0.03%Q4 2018Q4 20193
First Pacific Advisors, LP 330.03%0.03%0.03%Q3 2020Q1 20213
Stanley-Laman Group, Ltd. 210.04%0.06%0.06%Q4 2018Q2 20233
Port Capital LLC 330.64%0.73%0.78%Q4 2017Q2 20183
SWS Partners 330.09%0.12%0.15%Q4 2017Q2 20183
Meridian Wealth Partners, LLC 110.00%0.01%0.02%Q4 2019Q1 20213
NTB Financial Corp 330.32%0.35%0.38%Q4 2021Q2 20223
Windsor Capital Management, LLC 210.01%0.01%0.01%Q3 2013Q3 20153
EPACRIA CAPITAL PARTNERS, LLC 331.97%2.04%2.14%Q4 2022Q2 20233
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 330.14%0.25%0.32%Q3 2015Q1 20163
ALPHASIMPLEX GROUP, LLC 210.28%0.35%0.41%Q4 2019Q4 20203
RFP Financial Group LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Quadrature Capital Ltd 330.10%0.42%1.04%Q3 2015Q1 20163
Johnson Financial Group, Inc. 330.01%0.01%0.01%Q2 2016Q4 20163
BIVIN & ASSOCIATES, INC. 330.02%0.02%0.02%Q4 2021Q2 20223
Next Capital Management LLC 210.14%0.14%0.15%Q1 2020Q2 20213
US FINANCIAL ADVISORS, LLC 330.01%0.01%0.01%Q3 2015Q1 20163
SageView Advisory Group, LLC 330.03%0.03%0.04%Q4 2022Q2 20233
Brookfield Public Securities Group LLC 331.89%2.00%2.18%Q3 2019Q1 20203
ADVISORS MANAGEMENT GROUP INC /ADV 330.07%0.07%0.08%Q4 2022Q2 20233
Polaris Wealth Advisory Group, LLC 210.01%0.01%0.02%Q4 2017Q3 20183
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.01%Q1 2018Q3 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.05%0.06%0.07%Q4 2017Q3 20183
Mount Yale Investment Advisors, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 330.45%0.48%0.50%Q1 2018Q3 20183
Farther Finance Advisors, LLC 330.03%0.03%0.04%Q4 2022Q2 20233
Watchman Group, Inc. 330.29%0.32%0.35%Q4 2019Q2 20203
Procyon Advisors, LLC 330.06%0.07%0.10%Q4 2019Q2 20203
Simplicity Solutions, LLC 210.01%0.02%0.03%Q3 2018Q1 20233
ACADIAN ASSET MANAGEMENT LLC 210.00%0.00%0.00%Q4 2018Q3 20193
ALLSTATE CORP 330.30%0.32%0.34%Q3 2013Q1 20143
Royal Harbor Partners, LLC 330.12%0.12%0.13%Q4 2022Q2 20233
Spotlight Asset Group, Inc. 110.01%0.06%0.10%Q4 2019Q2 20233
Ironsides Asset Advisors, LLC 210.06%0.08%0.09%Q4 2015Q3 20163
Moloney Securities Asset Management, LLC 330.10%0.12%0.16%Q4 2016Q2 20173
NumerixS Investment Technologies Inc 330.05%0.06%0.08%Q1 2015Q3 20153
Olistico Wealth, LLC 331.28%1.31%1.34%Q4 2022Q2 20233
INVESTMENT PARTNERS, LTD. 110.07%0.17%0.22%Q1 2016Q3 20223
First Command Financial Services, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
MOSAIC FAMILY WEALTH PARTNERS, LLC 330.17%0.19%0.21%Q4 2022Q2 20233
HAZLETT, BURT & WATSON, INC. 330.00%0.00%0.01%Q4 2022Q2 20233
Copeland Capital Management, LLC 330.02%0.02%0.03%Q2 2014Q4 20143
Allegiant Private Advisors, LLC 330.60%0.64%0.73%Q4 2020Q2 20213
Essex Savings Bank 330.03%0.04%0.04%Q4 2018Q2 20193
MONTAGE INVESTMENTS, LLC 330.29%0.45%0.64%Q1 2016Q3 20163
NORTH STAR ASSET MANAGEMENT INC 330.02%0.03%0.03%Q2 2014Q4 20143
ANDERSON HOAGLAND & CO 330.07%0.07%0.07%Q4 2022Q2 20233
MGO Private Wealth, LLC 330.50%0.54%0.58%Q3 2022Q1 20233
FLPUTNAM INVESTMENT MANAGEMENT CO 330.01%0.04%0.07%Q2 2019Q4 20193
Bellwether Investment Group, LLC 210.05%0.11%0.15%Q2 2016Q1 20173
Financial Advocates Investment Management 330.02%0.02%0.02%Q4 2022Q2 20233
ARMSTRONG ADVISORY GROUP, INC 330.02%0.02%0.02%Q4 2022Q2 20233
Trust CO of the Ozarks 330.06%0.06%0.06%Q2 2014Q4 20143
Maryland State Retirement & Pension System 330.07%0.20%0.28%Q4 2022Q2 20233
Merit Financial Group, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
Claro Advisors LLC 210.08%0.08%0.08%Q4 2018Q2 20233
Meristem Family Wealth, LLC 330.07%0.07%0.07%Q3 2019Q1 20203
BASSO CAPITAL MANAGEMENT, L.P. 331.86%2.04%2.34%Q4 2022Q2 20233
Claybrook Capital, LLC 210.04%0.10%0.14%Q4 2018Q2 20233
Aston Asset Management, LLC 330.28%0.68%0.94%Q4 2015Q2 20163
Aris Wealth Services, Inc. 330.01%0.02%0.04%Q1 2015Q3 20153
Detwiler Fenton Investment Management LLC 330.22%0.26%0.29%Q4 2013Q2 20143
CASCADE INVESTMENT GROUP, INC. 330.46%0.48%0.51%Q4 2022Q2 20233
BCWM, LLC 210.08%0.08%0.09%Q3 2018Q3 20193
Cambria Investment Management, L.P. 330.59%0.77%0.87%Q3 2017Q1 20183
Equitable Holdings, Inc. 110.00%0.01%0.01%Q4 2019Q2 20232
JOYN Advisors, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Vectors Research Management, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
FIRST NIAGARA BANK 220.06%0.08%0.09%Q2 2014Q3 20142
Aberdeen Wealth Management LLC 110.21%0.22%0.22%Q4 2019Q2 20202
Sandy Cove Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Minot Wealth Management LLC 220.05%0.06%0.06%Q1 2022Q2 20222
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q4 2017Q1 20182
Kingsview Wealth Management, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
AlphaStar Capital Management, LLC 110.02%0.03%0.05%Q2 2022Q4 20222
Axiom Investment Management LLC 110.04%0.11%0.19%Q2 2019Q3 20222
Grey Street Capital, LLC 220.73%0.78%0.84%Q1 2023Q2 20232
Madden Advisory Services, Inc. 220.01%0.01%0.01%Q2 2015Q3 20152
ProShare Advisors LLC 220.00%0.00%0.01%Q1 2023Q2 20232
MRP Capital Investments, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
PARADIGM ASSET MANAGEMENT CO LLC 220.84%0.98%1.13%Q1 2016Q2 20162
Global Wealth Management Investment Advisory, Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
Cape Investment Advisory, Inc. 220.00%0.01%0.01%Q1 2023Q2 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
STANCORP INVESTMENT ADVISERS INC 220.73%0.88%1.04%Q4 2014Q1 20152
Verition Fund Management LLC 220.23%0.25%0.28%Q2 2017Q3 20172
1832 Asset Management L.P. 220.00%0.00%0.00%Q2 2013Q3 20132
CALDWELL SUTTER CAPITAL, INC. 220.23%0.24%0.25%Q1 2023Q2 20232
Aaron Wealth Advisors LLC 110.03%0.05%0.08%Q4 2020Q1 20222
Tarbox Family Office, Inc. 220.02%0.02%0.02%Q1 2017Q2 20172
Hoover Financial Advisors, Inc. 110.01%0.02%0.02%Q2 2020Q2 20212
Summit Trail Advisors, LLC 220.57%0.59%0.60%Q4 2017Q1 20182
SHELTON CAPITAL MANAGEMENT 110.02%0.02%0.02%Q2 2016Q4 20162
Crewe Advisors LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Tortoise Investment Management, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
ASPIRIANT, LLC 110.03%0.04%0.05%Q1 2017Q2 20182
Versant Capital Management, Inc 220.03%0.03%0.03%Q3 2020Q4 20202
STIFEL NICOLAUS & CO INC \MO\ 220.05%0.05%0.05%Q2 2013Q3 20132
TCG Advisors, LP 220.16%0.16%0.17%Q1 2019Q2 20192
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Alpha Cubed Investments, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
COUNTRY CLUB BANK /GFN 220.02%0.02%0.02%Q1 2023Q2 20232
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.01%Q2 2013Q3 20132
Fairholme Capital Management 110.13%0.13%0.14%Q4 2020Q1 20232
Golden State Equity Partners 220.12%0.17%0.23%Q1 2023Q2 20232
WESBANCO BANK INC 220.01%0.01%0.01%Q2 2014Q3 20142
Lebenthal Holdings,LLC 220.04%0.05%0.06%Q1 2016Q2 20162
Jane Street Holding, LLC 220.04%0.06%0.07%Q3 2013Q4 20132
Coastal Bridge Advisors, LLC 110.08%0.09%0.09%Q3 2019Q3 20222
Donald L. Hagan, LLC 110.00%0.01%0.01%Q3 2015Q1 20162
CAPITAL CITY TRUST CO/FL 110.02%0.06%0.11%Q2 2013Q4 20132
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Total Clarity Wealth Management, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
Crabel Capital Management, LLC 220.09%0.13%0.18%Q3 2019Q4 20192
Blume Capital Management, Inc. 220.03%0.03%0.03%Q3 2017Q4 20172
FIDUCIARY TRUST INTERNATIONAL LLC 110.06%0.08%0.10%Q3 2014Q1 20152
ICA Group Wealth Management, LLC 220.01%0.01%0.02%Q1 2023Q2 20232
StratiFi, LLC 110.52%1.70%2.88%Q4 2014Q2 20152
Gerstein Fisher 220.04%0.04%0.05%Q1 2015Q2 20152
KANAWHA CAPITAL MANAGEMENT LLC 220.03%0.04%0.04%Q2 2019Q3 20192
Fiera Capital Inc. 220.07%0.09%0.11%Q2 2013Q3 20132
Horizon Kinetics 220.01%0.01%0.01%Q2 2018Q3 20182
Front Row Advisors LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2022Q1 20232
Realta Investment Advisors 110.02%0.02%0.03%Q3 2019Q2 20232
GM Advisory Group, LLC 110.16%0.16%0.17%Q1 2014Q3 20142
Aurora Investment Counsel 221.19%1.26%1.32%Q1 2023Q2 20232
Emerald Acquisition Ltd. 220.04%0.04%0.04%Q2 2016Q3 20162
Sound View Wealth Advisors Group, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Well Done, LLC 110.04%0.04%0.04%Q1 2018Q4 20182
GoalVest Advisory LLC 220.00%0.02%0.04%Q1 2023Q2 20232
American Financial Network Advisory Services LLC 220.07%0.14%0.22%Q3 2017Q4 20172
AFT, FORSYTH & COMPANY, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
Bouchey Financial Group Ltd 220.10%0.10%0.11%Q3 2014Q4 20142
ALTERNA WEALTH MANAGEMENT, INC 110.11%0.20%0.30%Q4 2018Q2 20232
GAM Holding AG 220.02%0.02%0.02%Q2 2019Q3 20192
J.W. COLE ADVISORS, INC. 110.02%0.03%0.04%Q4 2019Q3 20202
StellarOne CORP 220.02%0.02%0.02%Q2 2013Q3 20132
Modera Wealth Management, LLC 110.01%0.03%0.06%Q1 2019Q2 20232
KOCH INDUSTRIES INC 220.07%0.10%0.13%Q4 2017Q1 20182
RIVERPARK CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Royal Fund Management, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
HERITAGE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
FolioMetrix LLC 220.05%0.05%0.06%Q4 2014Q1 20152
Doyle Wealth Management 110.02%0.02%0.02%Q4 2018Q2 20192
Waverly Advisors, LLC 110.03%0.03%0.03%Q4 2017Q3 20182
Valley Brook Capital Group, Inc. 220.08%0.08%0.08%Q4 2020Q1 20212
Coe Capital Management, LLC 220.11%0.25%0.39%Q1 2016Q2 20162
Douglas C. Lane & Associates, Inc. 220.01%0.01%0.01%Q4 2014Q1 20152
XTX Topco Ltd 110.09%0.11%0.12%Q2 2021Q1 20232
Retirement Investment Advisors, Inc. 220.04%0.04%0.05%Q1 2023Q2 20232
TCG Advisory Services, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
Capital Directions Investment Advisors, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Clearline Capital LP 220.42%0.47%0.52%Q3 2020Q4 20202
VANGUARD GROUP INC 220.00%0.00%0.00%Q1 2023Q2 20232
Ackerman Capital Advisors, LLC 220.01%0.07%0.13%Q4 2018Q1 20192
MONTGOMERY INVESTMENT MANAGEMENT INC 220.14%0.14%0.15%Q2 2013Q3 20132
MONECO Advisors, LLC 220.07%0.08%0.08%Q1 2023Q2 20232
Icon Wealth Advisors, LLC 220.39%0.40%0.41%Q3 2022Q4 20222
Register Financial Advisors LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Meridian Wealth Management, LLC 110.12%0.19%0.25%Q4 2016Q1 20182
INVERNESS COUNSEL LLC /NY/ 110.02%0.02%0.02%Q2 2014Q4 20142
Asio Capital, LLC 110.11%0.16%0.20%Q4 2019Q2 20202
FIRST INTERSTATE BANK 220.01%0.01%0.01%Q3 2015Q4 20152
BOK Financial Private Wealth, Inc. 110.03%0.03%0.04%Q2 2016Q4 20162
Rezny Wealth Management, Inc. 220.00%0.00%0.01%Q2 2015Q3 20152
Inspire Investing, LLC 110.01%0.02%0.04%Q4 2017Q1 20202
Capital Analysts, LLC 110.00%0.00%0.00%Q1 2021Q3 20212
Lebenthal Asset Management, LLC 220.01%0.02%0.04%Q2 2016Q3 20162
Beverly Hills Private Wealth, LLC 220.10%0.10%0.10%Q4 2022Q1 20232
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q3 2022Q4 20222
Aristides Capital LLC 220.81%0.83%0.85%Q1 2020Q2 20202
St. James Investment Company, LLC 220.05%0.05%0.06%Q1 2015Q2 20152
Schear Investment Advisers, LLC 220.51%0.56%0.60%Q4 2022Q1 20232
VICTORY CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
FIDGEON TIMOTHY F 220.12%0.12%0.13%Q4 2014Q1 20152
1620 INVESTMENT ADVISORS, INC. 220.22%0.23%0.23%Q4 2021Q1 20222
Weil Company, Inc. 110.01%0.08%0.16%Q3 2019Q1 20212
Derbend Asset Management 220.22%0.29%0.36%Q2 2021Q3 20212
BRIDGES INVESTMENT COUNSEL INC/ 220.13%0.13%0.13%Q3 2015Q4 20152
Syverson Strege & Co 220.00%0.00%0.00%Q4 2022Q1 20232
STERNE AGEE GROUP, INC. 220.08%0.08%0.09%Q2 2013Q3 20132
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
BSW Wealth Partners 220.04%0.05%0.05%Q1 2023Q2 20232
Raab & Moskowitz Asset Management LLC 110.00%0.01%0.02%Q4 2014Q3 20182
Ridgewood Investments LLC 220.01%0.01%0.02%Q1 2023Q2 20232
BLUEFIN CAPITAL MANAGEMENT, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
Thomasville National Bank 110.01%0.03%0.04%Q1 2015Q1 20172
Indiana Trust & Investment Management CO 220.04%0.04%0.04%Q3 2013Q4 20132
PITCAIRN CO 220.30%0.31%0.33%Q3 2020Q4 20202
EPG Wealth Management LLC 220.01%0.02%0.03%Q4 2019Q1 20202
Laird Norton Wetherby Wealth Management, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Dynasty Wealth Management, LLC 110.59%0.59%0.59%Q4 2017Q4 20171
Willingdon Wealth Management 110.48%0.48%0.48%Q4 2015Q4 20151
LBA Wealth Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Clark Capital Management Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST HORIZON CORP 110.04%0.04%0.04%Q2 2013Q2 20131
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
CHEMICAL BANK 110.03%0.03%0.03%Q2 2019Q2 20191
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Atlantic Union Bankshares Corp 110.01%0.01%0.01%Q1 2014Q1 20141
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Align Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Peregrine Asset Advisers, Inc. 110.17%0.17%0.17%Q4 2017Q4 20171
Radnor Capital Management, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Planned Solutions, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
WealthPlan Investment Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
SEEYOND 110.01%0.01%0.01%Q4 2019Q4 20191
Garrett Wealth Advisory Group, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
F3Logic, LLC 110.27%0.27%0.27%Q2 2019Q2 20191
PACIFIC SUN FINANCIAL CORP 110.14%0.14%0.14%Q4 2017Q4 20171
Bristol Advisors, LLC 110.58%0.58%0.58%Q2 2018Q2 20181
Rotella Capital Management, Inc. 110.38%0.38%0.38%Q4 2015Q4 20151
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Integrated Advisors Network LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FORT, L.P. 110.66%0.66%0.66%Q2 2023Q2 20231
MOTCO 110.00%0.00%0.00%Q3 2014Q3 20141
FIRST FINANCIAL EQUITY CORPORATION 110.11%0.11%0.11%Q1 2017Q1 20171
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MADDEN SECURITIES Corp 110.09%0.09%0.09%Q4 2022Q4 20221
Employees Retirement System of Texas 110.08%0.08%0.08%Q3 2019Q3 20191
GABELLI FUNDS LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RMR Wealth Builders 110.01%0.01%0.01%Q4 2019Q4 20191
Riverview Trust Co 110.06%0.06%0.06%Q2 2022Q2 20221
Alpine Global Management, LLC 110.02%0.02%0.02%Q2 2015Q2 20151
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
RMB Capital Management, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Headlands Technologies LLC 110.01%0.01%0.01%Q2 2023Q2 20231
IMC-Chicago, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
TradeLink Capital LLC 112.87%2.87%2.87%Q2 2017Q2 20171
Reynders McVeigh Capital Management, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
DUPONT CAPITAL MANAGEMENT CORP 110.39%0.39%0.39%Q2 2023Q2 20231
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
CastleArk Alternatives, LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Holistic Financial Partners 110.25%0.25%0.25%Q1 2019Q1 20191
Overbrook Management Corp 110.03%0.03%0.03%Q3 2014Q3 20141
ROYCE & ASSOCIATES LP 110.01%0.01%0.01%Q1 2014Q1 20141
Johnson Financial Group, LLC 110.20%0.20%0.20%Q4 2017Q4 20171
Colonial Trust Co / SC 110.00%0.00%0.00%Q4 2022Q4 20221
MAPLE SECURITIES USA INC 110.05%0.05%0.05%Q1 2015Q1 20151
BDO Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
STATE OF MICHIGAN RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2020Q1 20201
CNB Bank 110.00%0.00%0.00%Q4 2017Q4 20171
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
SCOTIA CAPITAL INC. 110.01%0.01%0.01%Q2 2014Q2 20141
Sabal Trust CO 110.02%0.02%0.02%Q2 2023Q2 20231
AURORA FINANCIAL ADVISORS, LLC 110.51%0.51%0.51%Q4 2017Q4 20171
BREMER TRUST NATIONAL ASSOCIATION 110.01%0.01%0.01%Q4 2018Q4 20181
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q1 2015Q1 20151
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 110.02%0.02%0.02%Q4 2019Q4 20191
Prestige Wealth Management Group LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Laidlaw Wealth Management LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Mendota Financial Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 111.00%1.00%1.00%Q2 2017Q2 20171
Tidal Investments LLC 110.14%0.14%0.14%Q2 2019Q2 20191
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ADVISOR CONSULTANT NETWORK INC 110.16%0.16%0.16%Q3 2016Q3 20161
ORG Partners LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Unigestion Holding SA 110.10%0.10%0.10%Q3 2019Q3 20191
Verus Financial Partners, Inc. 110.32%0.32%0.32%Q3 2020Q3 20201
Penn Mutual Asset Management, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
QS Investors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Powell Investment Advisors, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
WealthTrust-Arizona, LLC 110.04%0.04%0.04%Q1 2014Q1 20141
Crescent Capital Consulting, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Hillview Capital Advisors, LLC 111.03%1.03%1.03%Q3 2015Q3 20151
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
PNC Managed Account Solutions, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
TMD & ASSOCIATES, INC 110.31%0.31%0.31%Q4 2015Q4 20151
Golden Green, Inc. 110.39%0.39%0.39%Q4 2020Q4 20201
BlackRock Group LTD 110.00%0.00%0.00%Q2 2014Q2 20141
ISTHMUS PARTNERS, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
AMP Capital Investors Ltd 110.00%0.00%0.00%Q3 2016Q3 20161
Ellsworth Advisors, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Personal Capital Advisors Corp 110.00%0.00%0.00%Q4 2017Q4 20171
GREENLEAF TRUST 110.01%0.01%0.01%Q2 2013Q2 20131
HERSHEY TRUST CO 110.03%0.03%0.03%Q2 2013Q2 20131
ACIMA PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Level Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
TCM Advisors, LLC 115.57%5.57%5.57%Q2 2023Q2 20231
Prostatis Group LLC 110.02%0.02%0.02%Q2 2023Q2 20231
DUBUQUE BANK & TRUST CO 110.01%0.01%0.01%Q4 2015Q4 20151
Forward Management, LLC 110.78%0.78%0.78%Q4 2016Q4 20161
Keel Point Advisors, LLC 111.06%1.06%1.06%Q4 2014Q4 20141
Royal Capital Wealth Management, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q2 2016Q2 20161
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Autumn Glory Partners, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Merrion Investment Management Co, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
VISTA FINANCE, LLC 111.57%1.57%1.57%Q2 2022Q2 20221
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Resonant Capital Advisors, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
HERITAGE INVESTORS MANAGEMENT CORP 110.02%0.02%0.02%Q3 2013Q3 20131
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Rossmore Private Capital 110.05%0.05%0.05%Q4 2017Q4 20171
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2021Q1 20211
SOCIETE GENERALE 110.02%0.02%0.02%Q2 2016Q2 20161
Capricorn Fund Managers Ltd 110.29%0.29%0.29%Q4 2021Q4 20211
Spectrum Financial Alliance Ltd LLC 110.00%0.00%0.00%Q1 2018Q1 20181
KGH Ltd 110.03%0.03%0.03%Q2 2014Q2 20141
First Trust Capital Management L.P. 110.94%0.94%0.94%Q2 2023Q2 20231
WATER ISLAND CAPITAL LLC 111.23%1.23%1.23%Q2 2023Q2 20231
SG3 Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
FourThought Financial Partners, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
FIRETHORN WEALTH PARTNERS, LLC 110.22%0.22%0.22%Q1 2021Q1 20211
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Rinkey Investments 110.02%0.02%0.02%Q4 2021Q4 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Heirloom Wealth Management 110.10%0.10%0.10%Q1 2023Q1 20231
Sterling Financial Planning, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q3 2018Q3 20181
Mechanics Bank Trust Department 110.01%0.01%0.01%Q3 2019Q3 20191
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
GFS Advisors, LLC 110.14%0.14%0.14%Q1 2016Q1 20161
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
Boston Common Asset Management, LLC 110.07%0.07%0.07%Q3 2017Q3 20171
Acropolis Investment Management, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Cherry Tree Wealth Management, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
ARBOR TRUST WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Houlihan Financial Resource Group, Ltd. 110.04%0.04%0.04%Q3 2020Q3 20201
Astrantus Ltd 110.34%0.34%0.34%Q1 2022Q1 20221
Westchester Capital Management, LLC 112.32%2.32%2.32%Q2 2023Q2 20231
COWEN AND COMPANY, LLC 113.74%3.74%3.74%Q2 2023Q2 20231
Anchor Bolt Capital, LP 110.08%0.08%0.08%Q1 2017Q1 20171
Core Alternative Capital 110.02%0.02%0.02%Q1 2020Q1 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
MERITAGE PORTFOLIO MANAGEMENT 110.24%0.24%0.24%Q4 2015Q4 20151
New England Research & Management, Inc. 110.20%0.20%0.20%Q2 2015Q2 20151
HARBER ASSET MANAGEMENT LLC 112.06%2.06%2.06%Q2 2020Q2 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
Burleson & Company, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Nelson Capital Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Slow Capital, Inc. 110.16%0.16%0.16%Q4 2019Q4 20191
Glacier Peak Capital LLC 111.70%1.70%1.70%Q2 2019Q2 20191
PAYDEN & RYGEL INVESTMENT GROUP 110.07%0.07%0.07%Q3 2023Q3 20231
Aspen Grove Capital, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Savant Capital, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
SOUTHERN CAPITAL ADVISORS, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Robinson Value Management, Ltd. 110.03%0.03%0.03%Q3 2021Q3 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Appaloosa LP 110.18%0.18%0.18%Q4 2020Q4 20201
TradeLink Global Equity LLC 110.12%0.12%0.12%Q3 2014Q3 20141
TD Capital Management LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ADE, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
PINNACLE FINANCIAL PARTNERS INC 110.05%0.05%0.05%Q1 2016Q1 20161
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
1900 WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Bath Savings Trust Co 110.03%0.03%0.03%Q4 2022Q4 20221
Centric Wealth Management 110.26%0.26%0.26%Q4 2018Q4 20181
Murphy, Middleton, Hinkle & Parker, Inc. 110.12%0.12%0.12%Q2 2023Q2 20231
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
CHIRON CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Keystone Financial Services 110.14%0.14%0.14%Q4 2021Q4 20211
Starfire Investment Advisers, Inc. 111.91%1.91%1.91%Q4 2017Q4 20171
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q1 2015Q1 20151
SUMMIT FINANCIAL GROUP, INC. 110.16%0.16%0.16%Q2 2018Q2 20181
Cribstone Capital Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BERKLEY W R CORP 112.24%2.24%2.24%Q1 2023Q1 20231
LOOMIS SAYLES & CO L P 110.00%0.00%0.00%Q4 2019Q4 20191
Silicon Hills Wealth Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
FSB PREMIER WEALTH MANAGEMENT, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
Questar Asset Management, Inc. 110.41%0.41%0.41%Q4 2018Q4 20181
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 110.20%0.20%0.20%Q2 2023Q2 20231
FOX RUN MANAGEMENT, L.L.C. 110.40%0.40%0.40%Q3 2016Q3 20161
LVM CAPITAL MANAGEMENT LTD/MI 110.07%0.07%0.07%Q1 2014Q1 20141
Kellner Capital, LLC 111.55%1.55%1.55%Q2 2023Q2 20231
Pavion Blue Capital, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Permanens Capital L.P. 110.08%0.08%0.08%Q4 2014Q4 20141
NICOLET ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
GREEN VALLEY INVESTORS LLC 110.06%0.06%0.06%Q4 2018Q4 20181
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Wescott Financial Advisory Group, LLC 110.30%0.30%0.30%Q4 2020Q4 20201
Stone Toro Investment Advisers, LP 112.02%2.02%2.02%Q1 2015Q1 20151
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
KESTRA PRIVATE WEALTH SERVICES, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
Emerald Advisors, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Gray Wealth Management Inc. 110.11%0.11%0.11%Q2 2023Q2 20231
Wakefield Asset Management LLLP 110.25%0.25%0.25%Q4 2018Q4 20181
DIMENSION CAPITAL MANAGEMENT LLC 110.22%0.22%0.22%Q4 2017Q4 20171
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
FIFTH LANE CAPITAL, LP 110.87%0.87%0.87%Q2 2023Q2 20231
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
MATTERN CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Field & Main Bank 110.01%0.01%0.01%Q4 2014Q4 20141
CHAPIN DAVIS, INC. 110.24%0.24%0.24%Q4 2022Q4 20221
Forum Financial Management, LP 110.01%0.01%0.01%Q2 2023Q2 20231
CRAWFORD INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q4 2020Q4 20201
Mayfair Advisory Group, LLC 110.26%0.26%0.26%Q1 2022Q1 20221
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PRIO WEALTH LIMITED PARTNERSHIP 110.01%0.01%0.01%Q2 2023Q2 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.02%0.02%0.02%Q2 2023Q2 20231
PCG Wealth Advisors, LLC 110.10%0.10%0.10%Q3 2022Q3 20221
Simmons Bank 110.02%0.02%0.02%Q1 2017Q1 20171
Wilmington Trust Investment Management, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PRINCIPAL FINANCIAL GROUP INC 110.01%0.01%0.01%Q2 2017Q2 20171
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
Hilltop Holdings Inc. 110.03%0.03%0.03%Q2 2022Q2 20221
Beaird Harris Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
CADENCE BANK NA 110.09%0.09%0.09%Q2 2022Q2 20221
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2021Q2 20211
Operose Advisors LLC 110.01%0.01%0.01%Q4 2022Q4 20221
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2018Q1 20181
Qube Research & Technologies Ltd 110.01%0.01%0.01%Q3 2021Q3 20211
MPS Loria Financial Planners, LLC 110.04%0.04%0.04%Q2 2017Q2 20171
RUSHMORE INVESTMENT ADVISORS, INC. 110.12%0.12%0.12%Q2 2013Q2 20131
Zimmer Partners, LP 110.51%0.51%0.51%Q1 2015Q1 20151
BBVA USA 110.01%0.01%0.01%Q2 2021Q2 20211
Weatherstone Capital Management 110.30%0.30%0.30%Q4 2018Q4 20181
XR Securities LLC 110.07%0.07%0.07%Q2 2019Q2 20191
HBK Sorce Advisory LLC 110.02%0.02%0.02%Q1 2023Q1 20231
ORIX Corp USA 111.59%1.59%1.59%Q1 2018Q1 20181
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2014Q2 20141
MPI INVESTMENT MANAGEMENT, INC. 110.42%0.42%0.42%Q4 2017Q4 20171
AXS Investments LLC 110.09%0.09%0.09%Q3 2021Q3 20211
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
DRW Securities, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
SAROFIM FAYEZ 110.00%0.00%0.00%Q3 2013Q3 20131
Concorde Financial Corp 110.01%0.01%0.01%Q1 2022Q1 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Magnetar Financial LLC 110.11%0.11%0.11%Q4 2019Q4 20191
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Pinnacle West Asset Management, Inc. 110.60%0.60%0.60%Q1 2023Q1 20231
MARK MORRIS ET AL 110.07%0.07%0.07%Q2 2013Q2 20131
HighVista Strategies LLC 111.60%1.60%1.60%Q2 2023Q2 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q1 2015Q1 20151
Garde Capital, Inc. 114.80%4.80%4.80%Q4 2014Q4 20141
GAM SYSTEMATIC LLP 110.00%0.00%0.00%Q3 2017Q3 20171
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q1 2019Q1 20191
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 112.10%2.10%2.10%Q4 2018Q4 20181
Principal Street Partners, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
External links

This page lists all the filers that currently own MAGELLAN MIDSTREAM PRTNRS LP or have owned MAGELLAN MIDSTREAM PRTNRS LP in the past.