MASTERCARD INCORPORATED shareholder history

Current and past MASTERCARD INCORPORATED shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.01%0.11%0.47%Q1 2012Q3 2023138
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.13%0.60%Q2 2013Q3 2023125
D. E. Shaw & Co., Inc. 42420.00%0.11%0.56%Q2 2013Q3 2023119
BARCLAYS PLC 42420.00%0.11%0.74%Q2 2013Q3 2023118
Walleye Trading LLC 42420.00%0.10%0.52%Q2 2013Q3 2023114
Parallax Volatility Advisers, L.P. 42420.00%0.06%0.43%Q2 2013Q3 2023110
UBS Group AG 36360.00%0.07%0.32%Q4 2014Q3 2023108
HSBC HOLDINGS PLC 47470.00%0.13%0.51%Q1 2012Q3 2023107
Citadel Advisors 3110.00%0.09%0.24%Q2 2013Q3 202398
NOMURA HOLDINGS INC 44440.00%0.16%1.07%Q4 2012Q3 202398
JANE STREET GROUP, LLC 38380.00%0.07%0.23%Q2 2014Q3 202397
Twin Tree Management, LP 1910.00%0.24%0.93%Q4 2012Q2 202392
Cutler Group LLC / CA 32320.00%0.11%0.97%Q4 2015Q3 202390
WOLVERINE TRADING, LLC 30300.00%0.12%0.41%Q2 2016Q3 202390
Laurion Capital Management LP 3010.00%0.38%3.52%Q2 2013Q3 202390
CAPITAL FUND MANAGEMENT S.A. 3020.00%0.20%0.79%Q3 2013Q3 202387
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.05%0.25%Q2 2013Q3 202386
Jefferies Group LLC 2610.00%0.05%0.53%Q2 2013Q3 202284
CAPSTONE INVESTMENT ADVISORS, LLC 2310.00%0.17%0.91%Q2 2013Q3 202384
TWO SIGMA INVESTMENTS, LP 2410.00%0.10%0.70%Q3 2013Q3 202381
Creative Planning 42420.00%0.03%0.13%Q2 2013Q3 202378
WOLVERINE ASSET MANAGEMENT LLC 2510.00%0.08%0.63%Q2 2013Q3 202378
MILLENNIUM MANAGEMENT LLC 3280.00%0.09%0.41%Q2 2013Q3 202375
Paloma Partners Management Co 3410.01%0.10%0.64%Q2 2013Q2 202374
TWO SIGMA SECURITIES, LLC 2540.00%0.16%1.75%Q2 2016Q3 202370
BANK OF AMERICA CORP /DE/ 42420.00%0.10%0.25%Q2 2013Q3 202369
PEAK6 Investments LLC 21210.00%0.12%0.48%Q3 2018Q3 202362
CREDIT AGRICOLE S A 42420.00%0.44%1.44%Q2 2013Q3 202361
HUNTINGTON NATIONAL BANK 59590.01%0.13%0.39%Q1 2009Q3 202359
WELLS FARGO & COMPANY/MN 42420.00%0.20%0.41%Q2 2013Q3 202358
PEAK6 Group LLC 1550.00%0.13%0.32%Q2 2013Q2 201857
HAP Trading, LLC 2240.00%0.06%0.76%Q3 2013Q3 202357
SCOTIA CAPITAL INC. 42420.01%0.19%0.47%Q2 2013Q3 202355
HighTower Advisors, LLC 42420.00%0.16%0.40%Q2 2013Q3 202353
BlackRock Inc. 42420.00%0.43%0.84%Q2 2013Q3 202353
MARSHALL WACE, LLP 1610.00%0.17%0.68%Q1 2014Q3 202352
Squarepoint Ops LLC 1410.00%0.10%0.68%Q1 2016Q3 202352
CenterStar Asset Management, LLC 1610.00%0.45%3.55%Q4 2017Q2 202351
Akre Capital Management 42420.02%10.44%20.12%Q2 2013Q3 202351
M&T BANK CORP 42420.00%0.41%0.93%Q2 2013Q3 202351
CREDIT SUISSE AG/ 43430.00%0.27%0.68%Q1 2013Q3 202350
Nuveen Asset Management, LLC 42420.00%0.48%1.15%Q2 2013Q3 202350
Rehmann Capital Advisory Group 3230.08%0.23%0.40%Q2 2009Q3 202350
AMALGAMATED BANK 40100.23%0.55%0.88%Q4 2010Q3 202350
Cubist Systematic Strategies, LLC 38380.00%0.22%1.25%Q2 2014Q3 202350
ROYAL BANK OF CANADA 42420.00%0.30%0.57%Q2 2013Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.17%0.40%0.71%Q3 2011Q3 202349
GLENMEDE TRUST CO NA 4270.02%0.51%1.05%Q4 2006Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.32%1.03%2.32%Q3 2011Q3 202349
Laird Norton Wetherby Wealth Management, LLC 42420.01%0.34%0.60%Q2 2013Q3 202349
LPL Financial LLC 26150.00%0.11%0.23%Q2 2013Q3 202348
Mirae Asset Global Investments Co., Ltd. 4260.12%1.24%4.33%Q1 2011Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.07%0.36%0.77%Q4 2011Q3 202348
MUFG Americas Holdings Corp 47470.00%0.33%0.84%Q1 2011Q3 202247
Point72 Asset Management, L.P. 1750.01%0.27%1.14%Q2 2014Q3 202347
DEUTSCHE BANK AG\ 41410.00%0.28%0.64%Q3 2013Q3 202347
First Horizon Advisors, Inc. 47470.00%0.02%0.06%Q1 2012Q3 202347
Spot Trading L.L.C 16160.00%0.05%0.18%Q2 2013Q1 201747
Destination Wealth Management 43430.00%1.60%2.34%Q1 2013Q3 202346
BANK OF MONTREAL /CAN/ 3920.00%0.40%1.33%Q2 2013Q3 202346
INTEGRAL DERIVATIVES, LLC 18180.01%0.06%0.14%Q4 2013Q1 201846
Allianz Asset Management GmbH 42420.00%0.31%0.85%Q2 2013Q3 202346
Daiwa Securities Group Inc. 42420.00%0.13%0.47%Q2 2013Q3 202346
MONETA GROUP INVESTMENT ADVISORS LLC 45450.05%0.31%1.32%Q3 2012Q3 202345
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.18%0.35%0.59%Q2 2010Q3 202344
Norman Fields, Gottscho Capital Management, LLC 44440.86%1.98%3.10%Q1 2013Q4 202344
SOMERVILLE KURT F 44441.25%3.44%4.82%Q4 2012Q3 202344
SHELTON CAPITAL MANAGEMENT 42420.02%0.20%0.78%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.12%0.71%1.27%Q4 2012Q3 202344
BALYASNY ASSET MANAGEMENT L.P. 1110.00%0.10%0.52%Q2 2015Q3 202344
HMS Capital Management, LLC 29290.01%0.82%1.49%Q3 2016Q3 202344
CITIGROUP INC 42420.00%0.07%0.19%Q2 2013Q3 202344
Broderick Brian C 44440.48%2.96%4.45%Q4 2012Q3 202344
US BANCORP \DE\ 42420.00%0.51%0.81%Q2 2013Q3 202344
D.A. DAVIDSON & CO. 42420.00%0.15%0.30%Q2 2013Q3 202344
TWO SIGMA ADVISERS, LP 2570.00%0.17%0.79%Q2 2013Q3 202344
Private Advisor Group, LLC 40400.00%0.15%0.25%Q4 2013Q3 202344
East Coast Asset Management, LLC. 44441.31%5.43%12.01%Q4 2012Q3 202344
PUZO MICHAEL J 44441.28%3.27%4.67%Q4 2012Q3 202344
TORONTO DOMINION BANK 43430.00%0.19%0.65%Q1 2013Q3 202344
TCI Wealth Advisors, Inc. 44440.01%0.11%0.26%Q4 2012Q3 202344
Retirement Systems of Alabama 43430.23%0.49%0.89%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.34%0.61%0.93%Q1 2013Q3 202343
ALLIANCEBERNSTEIN L.P. 42420.01%0.55%0.91%Q2 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.06%0.37%0.89%Q1 2013Q3 202343
RATIONAL ADVISORS LLC 2310.00%0.55%2.94%Q1 2009Q3 202343
Conestoga Capital Advisors, LLC 43430.01%0.01%0.03%Q1 2013Q3 202343
ING GROEP NV 43430.02%2.43%9.86%Q1 2013Q3 202343
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.01%0.55%0.94%Q1 2013Q3 202343
AQR Capital Management 4210.04%0.31%0.69%Q4 2012Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.31%0.52%0.76%Q1 2013Q3 202343
TRUIST FINANCIAL CORP 42420.00%0.13%0.33%Q2 2013Q3 202343
PRIVATE TRUST CO NA 43430.30%0.64%1.12%Q1 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.29%2.01%3.38%Q1 2013Q3 202343
Veritable, L.P. 43430.22%0.39%0.62%Q4 2012Q2 202343
Freedom Investment Management, Inc. 43430.04%0.41%0.95%Q1 2013Q3 202343
Kidder Stephen W 4211.29%3.37%4.67%Q4 2012Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.01%0.03%0.05%Q1 2013Q3 202343
BANK OF NOVA SCOTIA 43430.00%0.22%0.77%Q1 2013Q3 202343
Goelzer Investment Management, Inc. 43430.22%0.53%1.13%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.50%0.99%1.61%Q1 2013Q3 202343
Bank of New York Mellon Corp 43430.00%0.74%1.14%Q1 2013Q3 202343
CIBC WORLD MARKET INC. 42420.01%0.20%0.69%Q2 2013Q3 202343
FULTON BANK, N.A. 43430.05%0.26%0.68%Q2 2013Q4 202343
COMMERCE BANK 43430.04%0.23%0.44%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.02%0.10%0.24%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.01%1.45%4.70%Q1 2013Q3 202343
Hemenway Trust Co LLC 43432.83%3.53%4.07%Q1 2013Q3 202343
Linscomb & Williams, Inc. 42420.04%0.20%0.37%Q2 2013Q3 202342
Invesco Ltd. 42420.04%0.29%0.50%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.05%0.25%1.31%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.25%0.32%0.43%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.31%0.58%1.00%Q2 2013Q3 202342
Savant Capital, LLC 42420.06%0.14%0.22%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42421.82%2.94%3.95%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.19%1.26%2.44%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.11%0.27%0.58%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.12%0.34%0.70%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.06%0.22%0.39%Q2 2013Q3 202342
WMS Partners, LLC 42420.11%0.39%1.03%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42420.14%0.19%0.29%Q2 2013Q3 202342
Morningstar Investment Services LLC 42420.14%1.61%3.23%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.04%0.07%0.12%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.53%0.74%1.05%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.03%0.08%0.12%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.20%0.60%1.24%Q2 2013Q3 202342
MONTRUSCO BOLTON INVESTMENTS INC. 42420.46%1.96%4.60%Q2 2013Q3 202342
ICON ADVISERS INC/CO 42420.35%1.53%2.97%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.05%0.58%0.87%Q2 2013Q3 202342
TWIN CAPITAL MANAGEMENT INC 42420.06%0.58%1.65%Q2 2013Q3 202342
GARDNER LEWIS ASSET MANAGEMENT L P 42420.55%1.83%4.59%Q2 2013Q3 202342
Richard Bernstein Advisors LLC 42420.04%0.31%0.71%Q2 2013Q3 202342
BRAUN STACEY ASSOCIATES INC 42420.94%1.33%1.74%Q2 2013Q3 202342
Crystal Rock Capital Management 42422.68%5.40%8.59%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.28%0.56%1.08%Q2 2013Q3 202342
Berkshire Hathaway 42420.25%0.45%0.68%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.09%0.47%1.06%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.19%0.56%0.90%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.36%0.58%0.79%Q2 2013Q3 202342
Artisan Partners Limited Partnership 3470.04%0.20%0.76%Q2 2013Q3 202342
MOODY LYNN & LIEBERSON, LLC 42421.54%2.79%4.44%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42420.12%0.32%0.54%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.10%0.31%0.55%Q2 2013Q3 202342
CAPITAL MANAGEMENT CORP /VA 42421.91%2.46%3.26%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.43%0.63%0.81%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.31%0.63%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.32%0.54%0.83%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.26%0.54%Q2 2013Q3 202342
TCW GROUP INC 42420.04%1.10%2.36%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.37%0.73%1.23%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.24%0.62%0.92%Q2 2013Q3 202342
Sandy Spring Bank 42420.49%0.82%1.16%Q2 2013Q3 202342
BIRINYI ASSOCIATES INC 42420.62%6.04%8.71%Q2 2013Q3 202342
Zweig-DiMenna Associates LLC 3190.13%1.73%5.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.08%0.17%0.31%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.43%0.69%1.28%Q2 2013Q3 202342
Gardner Russo & Gardner 42426.56%10.14%16.24%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.00%0.09%0.18%Q2 2013Q3 202342
Reynders McVeigh Capital Management, LLC 42421.53%3.57%4.80%Q2 2013Q3 202342
SSI INVESTMENT MANAGEMENT LLC 42420.03%0.05%0.13%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.10%0.31%Q2 2013Q3 202342
COLONY GROUP LLC 42420.69%1.16%2.03%Q2 2013Q3 202342
IMA Wealth, Inc. 42420.03%1.10%2.18%Q2 2013Q3 202342
Calamos Wealth Management LLC 42420.16%0.75%1.77%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.39%0.95%1.52%Q2 2013Q3 202342
Biondo Investment Advisors, LLC 42424.49%6.69%9.11%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.04%0.36%0.62%Q2 2013Q3 202342
Archon Partners LLC 42421.30%2.82%4.17%Q2 2013Q3 202342
CONDOR CAPITAL MANAGEMENT 42420.49%0.64%0.80%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.13%0.29%0.48%Q2 2013Q3 202342
CAMPBELL NEWMAN ASSET MANAGEMENT INC 42420.22%0.93%2.75%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.10%0.28%0.55%Q2 2013Q3 202342
B & T Capital Management DBA Alpha Capital Management 42420.57%1.06%2.25%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.06%0.23%0.46%Q2 2013Q3 202342
FIRST NATIONAL BANK SIOUX FALLS 42420.48%1.47%3.12%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.52%1.04%1.52%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.78%1.64%2.20%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.37%0.63%0.92%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.06%0.36%0.97%Q2 2013Q3 202342
Huber Capital Management LLC 42420.05%0.85%2.64%Q2 2013Q3 202342
Baillie Gifford 42420.59%1.07%1.86%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.11%0.17%0.25%Q2 2013Q3 202342
WENDELL DAVID ASSOCIATES INC 42422.44%4.65%6.47%Q2 2013Q3 202342
MERITAGE PORTFOLIO MANAGEMENT 42420.14%1.29%3.27%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.27%0.86%1.38%Q2 2013Q3 202342
Welch Group, LLC 42420.03%0.09%0.29%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.12%0.49%1.21%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42420.52%0.96%1.23%Q2 2013Q3 202342
ALTA CAPITAL MANAGEMENT LLC/ 42422.46%3.27%4.10%Q2 2013Q3 202342
Korea Investment CORP 42420.30%0.72%1.30%Q2 2013Q3 202342
Markel Corporation 42420.16%0.63%1.19%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.34%0.66%1.19%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42421.50%2.46%3.42%Q2 2013Q3 202342
GAM Holding AG 42420.01%0.55%1.61%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42421.46%2.12%2.76%Q2 2013Q3 202342
APG Asset Management N.V. 42420.16%0.47%0.96%Q2 2013Q3 202342
Bell Bank 42420.07%0.18%0.60%Q2 2013Q3 202342
ADAMS DIVERSIFIED EQUITY FUND, INC. 42421.05%1.49%2.05%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.14%0.38%0.71%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.30%0.56%1.73%Q2 2013Q3 202342
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 42423.18%4.01%6.37%Q2 2013Q3 202342
STATE STREET CORP 42420.31%0.54%0.83%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.04%0.34%0.71%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.06%0.12%0.80%Q2 2013Q3 202342
AUXIER ASSET MANAGEMENT 42421.09%2.18%3.71%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.03%0.29%0.77%Q2 2013Q3 202342
Dana Investment Advisors, Inc. 42420.01%0.68%2.01%Q2 2013Q3 202342
DF DENT & CO INC 42420.04%1.62%2.52%Q2 2013Q3 202342
JACOBS LEVY EQUITY MANAGEMENT, INC 42420.12%0.85%1.70%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.10%0.19%0.29%Q2 2013Q3 202342
TRILLIUM ASSET MANAGEMENT, LLC 42420.56%1.53%2.63%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.26%0.78%1.76%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42420.04%0.19%0.46%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.26%0.44%0.66%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.21%0.54%1.00%Q2 2013Q3 202342
Brown Capital Management 42420.02%0.06%0.19%Q2 2013Q3 202342
PRIMECAP MANAGEMENT CO/CA/ 42420.01%0.07%0.16%Q2 2013Q3 202342
Magellan Asset Management Ltd 42423.32%4.37%6.16%Q2 2013Q3 202342
SouthState Corp 42420.05%1.24%2.30%Q2 2013Q3 202342
Legal & General Group Plc 42420.35%0.59%0.85%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.04%0.40%1.37%Q2 2013Q3 202342
MARIETTA INVESTMENT PARTNERS LLC 42420.98%2.06%3.65%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 41410.00%0.19%0.67%Q3 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.08%0.15%0.27%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.37%0.60%0.91%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.03%0.18%0.43%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42420.01%0.09%0.25%Q2 2013Q3 202342
ARGENT CAPITAL MANAGEMENT LLC 42421.72%2.83%4.09%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.04%0.61%1.15%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42421.79%2.14%2.72%Q2 2013Q3 202342
UMB Bank, n.a. 42420.32%0.99%1.52%Q2 2013Q3 202342
FACTORY MUTUAL INSURANCE CO 42420.20%0.40%0.91%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42423.99%5.98%7.56%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42420.44%1.42%3.07%Q2 2013Q3 202342
Martin Investment Management, LLC 42424.17%5.21%6.48%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.12%0.42%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.17%0.47%0.80%Q2 2013Q3 202342
Capital World Investors 42420.07%0.50%1.42%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.03%0.43%1.25%Q2 2013Q3 202342
Wellington Shields Capital Management, LLC 42420.68%1.36%2.32%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.05%0.25%0.50%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.10%0.30%0.51%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.09%0.17%0.30%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.04%1.00%1.84%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.04%0.17%0.35%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.19%0.54%1.05%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.12%0.74%1.66%Q2 2013Q3 202342
YCG, LLC 42422.27%6.42%8.14%Q2 2013Q3 202342
VONTOBEL ASSET MANAGEMENT INC 42422.82%4.56%8.00%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.30%0.63%2.15%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.17%0.65%1.08%Q2 2013Q3 202342
NEXT CENTURY GROWTH INVESTORS LLC 42420.22%0.41%0.85%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.07%1.05%1.80%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.08%0.15%0.25%Q2 2013Q3 202342
Fruth Investment Management 42421.22%2.09%3.23%Q2 2013Q3 202342
DE BURLO GROUP INC 42420.08%2.35%5.74%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.31%0.75%1.22%Q2 2013Q3 202342
GUYASUTA INVESTMENT ADVISORS INC 42422.78%3.96%5.23%Q2 2013Q3 202342
RBF Capital, LLC 42420.99%1.44%2.15%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.04%0.11%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.22%0.75%1.54%Q2 2013Q3 202342
KBC Group NV 42420.07%0.47%1.12%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.21%0.40%0.85%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.11%0.17%0.28%Q2 2013Q3 202342
Swiss National Bank 42420.30%0.65%0.96%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.10%0.33%0.70%Q2 2013Q3 202342
AVIVA PLC 42420.13%0.65%1.26%Q2 2013Q3 202342
Night Owl Capital Management, LLC 42425.60%9.14%12.57%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.04%0.66%0.98%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.31%0.74%1.12%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.17%0.33%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.18%0.73%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.06%0.15%0.32%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.04%0.14%0.33%Q2 2013Q3 202342
West Coast Financial LLC 42421.49%2.61%4.19%Q2 2013Q3 202342
Meiji Yasuda Life Insurance Co 42420.05%0.32%0.73%Q2 2013Q3 202342
THORNBURG INVESTMENT MANAGEMENT INC 42420.15%0.95%2.07%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.17%0.26%0.42%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.03%0.38%1.12%Q2 2013Q3 202342
Employees Retirement System of Texas 42420.28%0.71%2.23%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.02%0.04%0.15%Q2 2013Q3 202342
MORGAN STANLEY 42420.31%0.64%1.02%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.10%0.30%0.68%Q2 2013Q3 202342
Polen Capital Management 42420.01%3.49%6.36%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.79%1.79%2.84%Q2 2013Q3 202342
GREENLEAF TRUST 42420.03%0.08%0.14%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.09%0.13%0.18%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.03%0.10%0.28%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.44%1.14%2.18%Q2 2013Q3 202342
EULAV Asset Management 42420.40%0.99%1.82%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.19%0.76%1.33%Q2 2013Q3 202342
ALLEN OPERATIONS LLC 42423.10%6.19%9.63%Q2 2013Q3 202342
Rafferty Asset Management, LLC 42420.21%0.53%1.20%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.40%0.70%0.98%Q2 2013Q3 202342
AXA S.A. 42420.09%0.36%0.82%Q2 2013Q3 202342
STRS OHIO 42420.27%0.71%1.39%Q2 2013Q3 202342
OAKMONT Corp 42423.98%6.86%14.66%Q2 2013Q3 202342
ClariVest Asset Management LLC 42420.69%1.27%2.34%Q2 2013Q3 202342
CARDEROCK CAPITAL MANAGEMENT INC 42422.14%3.00%4.74%Q2 2013Q3 202342
LEUTHOLD GROUP, LLC 42420.63%1.04%1.75%Q2 2013Q3 202342
Ensemble Capital Management 42424.99%7.17%9.70%Q2 2013Q3 202342
MARSHALL & SULLIVAN INC /WA/ 42421.60%2.87%3.69%Q2 2013Q3 202342
Bath Savings Trust Co 42423.53%4.85%6.14%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.09%0.73%1.37%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.40%0.66%0.94%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.04%0.19%0.55%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.08%0.18%0.30%Q2 2013Q3 202342
CIM INVESTMENT MANAGEMENT INC 42420.24%0.58%1.09%Q2 2013Q3 202342
Winslow Capital Management, LLC 42421.45%2.56%4.22%Q2 2013Q3 202342
BARINGS LLC 42420.04%0.23%0.63%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.37%0.69%0.96%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.28%0.68%1.27%Q2 2013Q3 202342
LOOMIS SAYLES & CO L P 42420.00%0.17%0.60%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.34%0.62%0.91%Q2 2013Q3 202342
JUPITER ASSET MANAGEMENT LTD 42420.08%0.81%1.58%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.03%0.69%1.52%Q2 2013Q3 202342
NORGES BANK 4020.26%0.55%0.84%Q2 2012Q4 202242
Mariner, LLC 42420.03%0.32%0.52%Q2 2013Q3 202342
National Mutual Insurance Federation of Agricultural Cooperatives 42420.06%0.18%0.39%Q2 2013Q3 202342
Bridgecreek Investment Management, LLC 42421.39%2.01%2.63%Q2 2013Q3 202342
AMI ASSET MANAGEMENT CORP 42422.08%2.86%3.66%Q2 2013Q3 202342
Smithfield Trust Co 42420.15%0.22%0.38%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.45%0.75%1.10%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.08%0.34%1.04%Q2 2013Q3 202342
AMICA MUTUAL INSURANCE CO 42420.40%0.89%1.72%Q2 2013Q3 202342
Alkeon Capital Management 42420.40%1.59%3.70%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.42%1.27%1.86%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.41%0.67%1.08%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42421.41%2.26%2.90%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.01%0.04%0.07%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.06%0.10%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.21%0.35%0.57%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.09%0.18%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.06%0.28%0.68%Q2 2013Q3 202342
ProShare Advisors LLC 42420.18%0.29%0.44%Q2 2013Q3 202342
HARRIS ASSOCIATES L P 42420.11%2.28%3.44%Q2 2013Q3 202342
Geller Advisors LLC 42420.19%0.34%0.58%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.34%0.48%0.68%Q2 2013Q3 202342
Legacy Private Trust Co. 42420.30%0.62%0.95%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.23%0.53%0.87%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42421.20%1.69%2.29%Q2 2013Q3 202342
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 42420.12%2.09%4.01%Q2 2013Q3 202342
PARNASSUS INVESTMENTS, LLC 42421.59%2.28%3.02%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.19%0.53%0.80%Q2 2013Q3 202342
MIDDLETON & CO INC/MA 42420.05%0.11%0.18%Q2 2013Q3 202342
NICHOLAS COMPANY, INC. 42421.11%1.57%2.30%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.39%0.59%0.83%Q2 2013Q3 202342
CONNING INC. 42420.09%0.16%0.32%Q2 2013Q3 202342
Utah Retirement Systems 42420.37%0.64%0.95%Q2 2013Q3 202342
Rathbones Group PLC 42420.97%1.61%2.28%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.14%0.32%0.67%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.31%0.48%0.75%Q2 2013Q3 202342
Matthew 25 Management Corp 42421.00%3.03%5.74%Q2 2013Q3 202342
Sather Financial Group Inc 42420.22%2.25%4.47%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.38%0.66%1.01%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.04%0.25%0.60%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.59%0.95%1.51%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.09%0.30%0.47%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42421.11%2.23%4.25%Q2 2013Q3 202342
Baldwin Investment Management, LLC 42420.10%0.14%0.21%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.62%1.68%3.10%Q2 2013Q3 202342
Fiera Capital Corp 42420.08%2.92%5.08%Q2 2013Q3 202342
Bartlett & Co. LLC 26161.80%2.46%3.77%Q2 2013Q4 202342
Cypress Capital Group 42420.31%0.93%1.62%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.67%1.75%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.05%0.46%0.76%Q2 2013Q3 202342
CHILTON INVESTMENT CO INC. 42421.35%3.19%5.95%Q2 2013Q3 202342
Skylands Capital, LLC 42420.02%0.05%0.08%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.12%0.27%0.43%Q2 2013Q3 202342
Ironwood Investment Counsel, LLC 42420.39%1.01%1.69%Q2 2013Q3 202342
MARSHFIELD ASSOCIATES 42422.56%5.37%7.73%Q2 2013Q3 202342
SeaBridge Investment Advisors LLC 42420.28%0.40%0.64%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.00%0.11%0.29%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.05%0.88%2.60%Q2 2013Q3 202342
Epoch Investment Partners, Inc. 42420.01%0.12%0.38%Q2 2013Q3 202342
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 42420.11%0.73%1.45%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.01%0.56%1.29%Q2 2013Q4 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.02%0.62%1.05%Q2 2013Q3 202342
PITCAIRN CO 42420.09%0.35%0.63%Q2 2013Q3 202342
Vulcan Value Partners, LLC 42422.95%4.90%7.73%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42422.69%3.68%4.75%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.05%0.34%0.53%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.01%0.17%0.43%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.04%0.08%0.12%Q2 2013Q3 202342
Ledyard National Bank 42420.10%0.20%1.13%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42422.36%3.01%3.92%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.33%0.64%0.97%Q2 2013Q3 202342
SCHWARTZ INVESTMENT COUNSEL INC 42420.46%1.77%4.12%Q2 2013Q3 202342
Permit Capital, LLC 42420.27%0.57%1.15%Q2 2013Q3 202342
FMR LLC 42420.49%0.80%1.36%Q2 2013Q3 202342
JENNISON ASSOCIATES LLC 42421.23%2.37%3.84%Q2 2013Q3 202342
BEESE FULMER INVESTMENT MANAGEMENT, INC. 42422.04%2.80%3.91%Q2 2013Q3 202342
WESTWOOD MANAGEMENT CORP /IL/ 42425.69%8.41%11.72%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.32%0.65%0.98%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.32%0.62%1.27%Q2 2013Q3 202342
Calamos Advisors LLC 42420.29%0.67%1.67%Q2 2013Q3 202342
Clarkston Capital Partners, LLC 42420.18%0.40%0.78%Q2 2013Q3 202342
L. Roy Papp & Associates, LLP 42420.42%1.01%1.40%Q2 2013Q3 202342
INTRUST BANK NA 42420.11%0.35%0.81%Q2 2013Q3 202342
Norinchukin Bank, The 42420.17%0.36%0.65%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.03%0.37%0.71%Q2 2013Q3 202342
BAMCO INC /NY/ 42420.02%0.10%0.19%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.24%0.44%0.64%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.16%0.45%0.82%Q2 2013Q3 202342
1832 Asset Management L.P. 42420.10%0.59%1.38%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.08%0.49%1.07%Q2 2013Q3 202342
First Long Island Investors, LLC 42420.89%1.78%3.16%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.01%0.02%Q2 2013Q3 202342
SNYDER CAPITAL MANAGEMENT L P 42420.15%0.32%1.00%Q2 2013Q3 202342
RiverPark Advisors, LLC 42420.15%1.52%2.68%Q2 2013Q3 202342
Ithaka Group 42423.62%5.48%8.07%Q2 2013Q3 202342
AMARILLO NATIONAL BANK 42420.39%0.74%1.22%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.09%1.34%2.33%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.07%0.67%2.11%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.36%1.12%1.96%Q2 2013Q3 202342
ATWOOD & PALMER INC 42421.86%2.88%4.64%Q2 2013Q3 202342
MONETTA FINANCIAL SERVICES INC 42421.73%3.91%7.07%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.36%0.82%1.37%Q2 2013Q3 202342
Lido Advisors, LLC 2320.00%0.07%0.26%Q1 2016Q3 202342
Livforsakringsbolaget Skandia, Omsesidigt 3920.06%0.64%1.13%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.11%0.52%1.05%Q3 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.85%1.34%2.14%Q3 2013Q4 202341
Boston Trust Walden Corp 41410.00%0.01%0.03%Q3 2013Q3 202341
Arizona State Retirement System 3380.26%0.54%0.93%Q1 2013Q3 202341
Alberta Investment Management Corp 3830.02%0.29%0.75%Q2 2013Q3 202341
LAZARD ASSET MANAGEMENT LLC 3740.09%0.24%0.55%Q2 2013Q3 202341
Strategic Advisors LLC 41410.19%0.54%1.01%Q3 2013Q3 202341
PineBridge Investments, L.P. 3380.03%0.60%1.23%Q2 2013Q3 202341
FORBES J M & CO LLP 41410.06%0.11%0.16%Q3 2013Q3 202341
BLACKHILL CAPITAL INC 25160.19%0.56%1.01%Q2 2013Q3 202341
GUARDIAN CAPITAL LP 3620.01%0.37%0.97%Q2 2013Q3 202341
HM PAYSON & CO 41410.26%1.23%2.10%Q3 2013Q3 202341
ROANOKE ASSET MANAGEMENT CORP/ NY 41414.73%7.62%10.41%Q3 2013Q3 202341
FAYEZ SAROFIM & CO 4010.00%0.34%1.23%Q2 2013Q3 202341
SPINNAKER TRUST 41410.04%0.13%0.22%Q3 2013Q3 202341
WESBANCO BANK INC 30110.11%0.92%1.42%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.35%0.60%Q2 2013Q3 202341
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 41413.01%4.49%6.25%Q3 2013Q3 202341
WEDBUSH SECURITIES INC 41410.06%0.34%0.57%Q3 2013Q3 202341
WBH ADVISORY INC 3830.06%0.19%0.33%Q2 2013Q3 202341
PRELUDE CAPITAL MANAGEMENT, LLC 1810.01%0.04%0.16%Q1 2013Q3 202341
Aviance Capital Partners, LLC 41410.18%0.36%0.54%Q3 2013Q3 202341
BEACON FINANCIAL GROUP 41410.10%0.21%0.35%Q3 2013Q3 202341
TIGER GLOBAL MANAGEMENT LLC 40400.19%2.15%7.44%Q2 2013Q1 202341
ALPS ADVISORS INC 41410.00%0.03%0.20%Q3 2013Q3 202341
Peloton Wealth Strategists 29122.80%4.61%7.10%Q2 2013Q3 202341
SAWGRASS ASSET MANAGEMENT LLC 3470.89%2.11%3.33%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.17%0.45%0.80%Q2 2013Q3 202341
Atria Investments, Inc 29120.02%0.28%0.95%Q2 2013Q3 202341
OBERWEIS ASSET MANAGEMENT INC/ 41410.04%0.08%0.23%Q3 2013Q3 202341
State of Tennessee, Treasury Department 41410.18%0.49%0.90%Q3 2013Q3 202341
PRUDENTIAL PLC 3920.00%0.35%0.75%Q2 2013Q3 202341
BOKF, NA 3290.21%0.39%0.70%Q2 2013Q3 202341
Liberty Capital Management, Inc. 29120.34%0.49%0.62%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.43%0.74%1.09%Q3 2013Q3 202341
TELEMUS CAPITAL, LLC 41410.06%0.56%0.91%Q3 2013Q3 202341
J.P. Morgan Private Wealth Advisors LLC 4010.08%0.25%0.54%Q2 2013Q3 202341
JLB & ASSOCIATES INC 26153.08%4.16%5.30%Q2 2013Q3 202341
Echo Street Capital Management LLC 3380.03%1.15%2.58%Q2 2013Q3 202341
SILVERCREST ASSET MANAGEMENT GROUP LLC 41410.00%0.01%0.02%Q3 2013Q3 202341
Checchi Capital Advisers, LLC 40400.10%0.25%0.38%Q4 2013Q3 202340
Egerton Capital (UK) LLP 3821.01%3.30%7.34%Q3 2013Q3 202340
Notis-McConarty Edward 40401.60%3.37%4.60%Q4 2013Q3 202340
VIRGINIA RETIREMENT SYSTEMS ET AL 2450.12%0.65%1.39%Q2 2013Q3 202340
ABNER HERRMAN & BROCK LLC 3550.12%3.06%5.20%Q3 2013Q3 202340
HALBERT HARGROVE GLOBAL ADVISORS, LLC 40400.05%0.13%1.48%Q2 2013Q1 202340
ClearBridge Investments 3910.00%0.19%0.36%Q3 2013Q3 202340
MITCHELL SINKLER & STARR/PA 40400.23%0.88%1.62%Q4 2013Q3 202340
FAIRFIELD, BUSH & CO. 40400.07%0.53%2.40%Q3 2013Q2 202340
ARROWGRASS CAPITAL PARTNERS (US) LP 21210.00%0.12%0.50%Q1 2014Q1 201940
Amica Retiree Medical Trust 40400.40%0.95%1.85%Q4 2013Q3 202340
WEIK CAPITAL MANAGEMENT 3820.14%1.11%1.75%Q3 2013Q3 202340
CWM, LLC 3280.01%0.66%1.97%Q3 2013Q3 202340
Page Arthur B 40401.68%3.63%4.70%Q4 2013Q3 202340
CAPITAL COUNSEL LLC/NY 40400.02%0.08%0.14%Q4 2013Q3 202340
Moreno Evelyn V 40400.10%1.08%2.51%Q4 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.00%0.02%0.08%Q4 2013Q3 202340
ZACKS INVESTMENT MANAGEMENT 3550.01%0.14%0.31%Q2 2013Q3 202340
BANQUE PICTET & CIE SA 40400.02%1.09%4.25%Q4 2013Q3 202340
Dynamic Advisor Solutions LLC 40400.09%0.40%0.66%Q4 2013Q3 202340
Financial Architects, Inc 3220.06%0.13%0.30%Q2 2013Q2 202340
MARSICO CAPITAL MANAGEMENT LLC 25150.15%0.50%1.12%Q2 2013Q3 202340
LORD, ABBETT & CO. LLC 3820.01%0.32%0.94%Q3 2013Q3 202340
Barbara Oil Co. 40400.54%1.32%1.99%Q4 2013Q3 202340
B. Riley Wealth Advisors, Inc. 40400.09%0.29%0.61%Q4 2013Q3 202340
VICTORY CAPITAL MANAGEMENT INC 3640.00%0.09%0.29%Q3 2013Q3 202340
Louisiana State Employees Retirement System 40400.27%0.44%0.70%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.01%0.07%0.16%Q4 2013Q3 202340
CITY HOLDING CO 40400.05%0.76%1.46%Q4 2013Q3 202340
Verition Fund Management LLC 1810.00%0.08%0.24%Q2 2013Q3 202340
WASHINGTON TRUST BANK 40400.16%0.38%1.58%Q4 2013Q3 202340
Tarbox Family Office, Inc. 40400.02%0.09%0.19%Q4 2013Q3 202340
CHICKASAW CAPITAL MANAGEMENT LLC 40400.01%0.12%0.30%Q4 2013Q3 202340
QUEST INVESTMENT MANAGEMENT LLC 3910.56%1.44%2.45%Q2 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.90%1.79%2.62%Q4 2013Q3 202340
BANK HAPOALIM BM 40400.06%0.25%0.72%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.39%0.70%1.02%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40401.34%2.37%3.57%Q4 2013Q3 202340
King Wealth Management Group 40400.13%0.79%1.85%Q4 2013Q3 202340
Andra AP-fonden 2260.07%0.21%0.53%Q2 2013Q3 202340
DOCK STREET ASSET MANAGEMENT INC 40400.32%3.33%6.14%Q4 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.21%0.44%0.70%Q2 2013Q1 202340
Kentucky Retirement Systems 3730.42%0.73%1.08%Q3 2013Q3 202340
DnB Asset Management AS 3910.15%0.75%2.68%Q4 2013Q4 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.15%0.69%1.29%Q4 2013Q4 202340
GIRARD PARTNERS LTD. 40400.21%0.45%0.73%Q4 2013Q3 202340
STIFEL FINANCIAL CORP 39390.26%0.37%0.54%Q1 2014Q3 202339
HENNESSY ADVISORS INC 29100.03%0.13%0.42%Q3 2013Q3 202339
WRIGHT INVESTORS SERVICE INC 3720.20%0.67%1.46%Q2 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.16%0.66%1.40%Q1 2014Q3 202339
BRIGHTON JONES LLC 26130.03%0.08%0.13%Q3 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.28%1.05%1.46%Q2 2013Q4 202239
Capital Analysts, LLC 39390.05%0.40%0.66%Q1 2014Q3 202339
Essex Financial Services, Inc. 39390.08%0.17%0.28%Q1 2014Q3 202339
Janney Montgomery Scott LLC 2260.24%0.40%0.49%Q3 2013Q3 202339
FIRST FINANCIAL CORP /IN/ 39390.02%0.18%0.41%Q1 2014Q3 202339
Hikari Power Ltd 39390.10%0.25%0.43%Q1 2014Q3 202339
SCHOLTZ & COMPANY, LLC 39392.59%4.86%7.92%Q1 2014Q3 202339
RKL Wealth Management LLC 39390.98%2.02%3.98%Q1 2014Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.40%0.64%0.90%Q1 2014Q3 202339
MACKENZIE FINANCIAL CORP 2420.01%0.11%0.22%Q2 2013Q3 202339
FIL Ltd 3540.01%0.20%0.48%Q2 2013Q3 202339
JNBA Financial Advisors 39390.01%0.02%0.19%Q1 2014Q3 202339
CADINHA & CO LLC 39390.05%1.43%3.58%Q1 2014Q3 202339
DUPONT CAPITAL MANAGEMENT CORP 3270.02%0.54%2.21%Q2 2013Q3 202339
North Star Investment Management Corp. 39390.00%0.20%0.45%Q1 2014Q3 202339
PRINCETON CAPITAL MANAGEMENT LLC 24150.35%1.03%2.13%Q2 2013Q3 202339
CYPRESS ASSET MANAGEMENT INC/TX 3360.04%1.39%2.90%Q3 2013Q2 202339
BANK OF THE WEST 39390.09%0.35%0.64%Q2 2013Q4 202239
TUDOR INVESTMENT CORP ET AL 810.01%0.11%0.79%Q1 2014Q3 202339
SCHMIDT P J INVESTMENT MANAGEMENT INC 39390.21%0.64%0.94%Q1 2014Q3 202339
ProVise Management Group, LLC 39390.08%0.35%0.70%Q1 2014Q3 202339
DELTEC ASSET MANAGEMENT LLC 39390.16%1.90%4.06%Q1 2014Q3 202339
Capula Management Ltd 740.01%0.19%1.15%Q3 2019Q3 202339
Tributary Capital Management, LLC 3630.06%0.11%0.42%Q2 2013Q3 202339
Gemmer Asset Management LLC 39390.03%0.34%1.36%Q1 2014Q3 202339
BENJAMIN F. EDWARDS & COMPANY, INC. 39390.00%0.18%0.30%Q1 2014Q3 202339
Autus Asset Management, LLC 39391.76%2.23%2.75%Q2 2013Q4 202239
1ST SOURCE BANK 39390.04%0.21%0.38%Q1 2014Q3 202339
BANK OF HAWAII 3180.03%0.26%0.64%Q3 2013Q3 202339
BALDWIN BROTHERS LLC/MA 3360.02%0.12%0.64%Q2 2013Q4 202339
FAGAN ASSOCIATES, INC. 39391.81%2.92%3.75%Q1 2014Q3 202339
HOWARD HUGHES MEDICAL INSTITUTE 39390.78%2.33%5.81%Q2 2013Q4 202239
Jaffetilchin Investment Partners, LLC 3140.07%0.23%0.42%Q2 2013Q3 202339
CIM, LLC 39392.26%4.00%5.25%Q2 2013Q4 202239
MOGY JOEL R INVESTMENT COUNSEL INC 38380.12%0.99%1.56%Q2 2014Q3 202338
American Money Management, LLC 38381.01%1.95%2.53%Q2 2014Q3 202338
Brown Advisory Securities, LLC 38381.61%2.79%4.92%Q2 2013Q3 202238
FLOSSBACH VON STORCH AG 38380.40%1.67%5.25%Q2 2014Q3 202338
Sarasin & Partners LLP 38380.13%3.43%4.74%Q2 2014Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.08%0.17%0.39%Q2 2013Q3 202238
SG Americas Securities, LLC 3610.00%0.03%0.15%Q2 2013Q3 202338
DOWLING & YAHNKE LLC 38380.48%0.78%1.17%Q2 2013Q3 202238
Citizens Business Bank 24140.04%0.43%1.08%Q4 2012Q3 202338
Robeco Schweiz AG 38380.17%0.47%0.87%Q2 2013Q3 202238
Stratos Wealth Partners, LTD. 38380.04%0.16%0.27%Q2 2014Q3 202338
State of New Jersey Common Pension Fund D 38380.20%0.50%0.79%Q2 2014Q3 202338
BUCKINGHAM STRATEGIC WEALTH, LLC 3620.05%0.11%0.21%Q4 2013Q3 202338
ADIRONDACK TRUST CO 38380.01%0.08%0.15%Q2 2014Q3 202338
Jackson Square Partners, LLC 38380.49%3.08%4.62%Q2 2014Q3 202338
BRADLEY FOSTER & SARGENT INC/CT 25130.02%1.26%2.26%Q1 2014Q3 202338
Archford Capital Strategies, LLC 22160.00%0.31%0.65%Q1 2014Q3 202338
FIDUCIARY TRUST CO 3440.01%0.14%0.33%Q4 2013Q3 202338
ROOSEVELT INVESTMENT GROUP LLC 38380.22%1.08%2.01%Q2 2013Q3 202238
HBK Sorce Advisory LLC 3620.08%0.16%0.28%Q2 2013Q3 202338
MCF Advisors LLC 3170.00%0.01%0.05%Q1 2014Q3 202338
JAG CAPITAL MANAGEMENT, LLC 26120.31%2.22%4.26%Q3 2013Q3 202338
Nepsis Inc. 3351.83%3.84%4.75%Q4 2013Q3 202338
Sky Investment Group LLC 38380.99%1.80%2.53%Q2 2014Q3 202338
Olstein Capital Management, L.P. 3620.32%0.68%1.16%Q2 2013Q3 202338
United Asset Strategies, Inc. 24140.79%1.70%2.66%Q1 2014Q3 202338
Pictet North America Advisors SA 3620.16%0.43%0.83%Q4 2013Q3 202338
EATON VANCE MANAGEMENT 38380.02%0.17%0.38%Q2 2013Q3 202238
Maryland Capital Management 38381.92%3.64%4.76%Q2 2013Q3 202238
RIVERPARK CAPITAL MANAGEMENT LLC 38381.57%3.08%4.17%Q2 2014Q3 202338
Centiva Capital, LP 18180.00%0.10%0.35%Q2 2019Q3 202337
Hartford Financial Management Inc. 3430.00%0.12%0.26%Q2 2014Q3 202337
Birch Hill Investment Advisors LLC 37370.15%1.21%1.88%Q3 2014Q3 202337
BTC Capital Management, Inc. 37370.86%1.13%1.77%Q3 2014Q3 202337
FORTE CAPITAL LLC /ADV 37371.77%2.82%4.34%Q3 2014Q3 202337
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2910.07%0.15%0.26%Q4 2013Q3 202337
HARDING LOEVNER LP 37370.00%1.31%2.27%Q3 2013Q3 202237
DAVIS CAPITAL PARTNERS, LLC 37371.44%2.46%3.45%Q2 2013Q2 202237
GOFEN & GLOSSBERG LLC /IL/ 3340.01%0.91%1.55%Q2 2013Q4 202237
XR Securities LLC 22220.00%0.15%0.71%Q2 2018Q3 202337
Centre Asset Management, LLC 1580.10%1.20%1.96%Q2 2013Q4 202337
Tower Research Capital LLC (TRC) 2270.00%0.20%0.49%Q3 2013Q3 202337
Mawer Investment Management Ltd. 37370.50%0.74%1.04%Q3 2014Q3 202337
ADVISOR PARTNERS LLC 37370.41%0.65%0.95%Q2 2013Q2 202237
PATTON ALBERTSON MILLER GROUP, LLC 37370.24%0.61%0.96%Q3 2014Q3 202337
GILDER GAGNON HOWE & CO LLC 37370.14%0.23%0.51%Q3 2014Q3 202337
South Dakota Investment Council 37370.01%0.32%0.77%Q3 2014Q3 202337
Artemis Investment Management LLP 37370.06%0.61%1.27%Q3 2014Q3 202337
BALASA DINVERNO & FOLTZ LLC 37370.04%0.12%0.20%Q3 2013Q3 202237
BRAVE ASSET MANAGEMENT INC 25120.08%0.17%0.26%Q4 2013Q3 202337
HARVEY INVESTMENT CO LLC 37370.50%1.44%2.45%Q3 2014Q3 202337
NORRIS PERNE & FRENCH LLP/MI 2510.02%0.06%0.20%Q2 2013Q3 202337
Hendershot Investments Inc. 37371.17%1.88%2.86%Q3 2014Q3 202337
National Pension Service 37370.40%0.69%0.94%Q3 2014Q3 202337
Lowe Wealth Advisors, LLC 37370.01%0.04%0.12%Q4 2014Q4 202337
Advisory Services Network, LLC 2720.07%0.41%0.61%Q4 2013Q3 202337
ACADIAN ASSET MANAGEMENT LLC 3610.00%0.29%1.31%Q4 2013Q3 202337
CENTRAL BANK & TRUST CO 3610.01%0.02%0.04%Q2 2013Q3 202337
Hanson & Doremus Investment Management 2790.00%0.01%0.04%Q2 2013Q3 202336
Bray Capital Advisors 36360.14%0.31%0.41%Q4 2014Q3 202336
GREENWOOD CAPITAL ASSOCIATES LLC 3330.01%1.25%2.19%Q1 2014Q3 202336
Pinkerton Retirement Specialists, LLC 36360.02%0.86%1.88%Q4 2014Q3 202336
Eagle Ridge Investment Management 36361.26%2.06%3.78%Q4 2014Q3 202336
Carmichael Hill & Associates, Inc. 1910.06%0.30%0.90%Q3 2018Q3 202336
PRENTISS SMITH & CO INC 36360.11%0.38%0.72%Q4 2014Q3 202336
SVB WEALTH LLC 36360.09%0.17%0.46%Q4 2014Q3 202336
INTACT INVESTMENT MANAGEMENT INC. 20160.01%0.04%0.07%Q2 2013Q3 202336
FIRST CITIZENS BANK & TRUST CO 23130.03%0.28%0.60%Q2 2013Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36360.35%0.56%0.77%Q4 2014Q3 202336
Altarock Partners 36361.65%6.45%18.50%Q4 2014Q3 202336
MARTIN CURRIE LTD 36360.06%1.27%3.32%Q4 2014Q3 202336
AMF Tjanstepension AB 36360.09%1.59%3.44%Q4 2014Q3 202336
Carmignac Gestion 36360.89%2.49%5.63%Q4 2014Q3 202336
Roundview Capital LLC 36360.80%1.30%1.71%Q4 2014Q3 202336
Motley Fool Wealth Management, LLC 36361.18%1.86%4.03%Q4 2014Q3 202336
Ballentine Partners, LLC 36360.02%0.09%0.15%Q4 2014Q3 202336
Haverford Trust Co 36361.30%2.56%3.25%Q4 2014Q3 202336
Cryder Capital Partners LLP 36364.15%6.83%9.87%Q4 2014Q3 202336
Candriam S.C.A. 36360.11%0.42%0.90%Q4 2014Q3 202336
Financial Management Professionals, Inc. 36360.00%0.01%0.04%Q4 2014Q3 202336
Haverford Financial Services, Inc. 36362.09%4.66%5.99%Q4 2014Q3 202336
Peak Asset Management, LLC 36360.24%0.56%0.90%Q4 2014Q3 202336
UNITED SERVICES AUTOMOBILE ASSOCIATION 2910.10%0.20%0.32%Q2 2013Q3 202336
Weitz Investment Management 36360.68%3.40%4.64%Q4 2014Q3 202336
Community Bank, N.A. 36360.00%0.04%0.12%Q4 2014Q3 202336
Glenview Trust Co 2810.70%1.87%2.50%Q4 2008Q3 202336
Blume Capital Management, Inc. 36360.02%0.04%0.05%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.00%0.03%0.08%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.30%0.51%0.78%Q2 2013Q1 202236
Covington Capital Management 36360.02%0.33%0.46%Q4 2013Q3 202236
Lagoda Investment Management, L.P. 36360.08%0.44%0.89%Q4 2014Q3 202336
Kistler-Tiffany Companies, LLC 3510.01%0.15%0.31%Q1 2014Q2 202336
PDT Partners, LLC 3410.04%0.44%1.79%Q2 2013Q2 202336
People's United Financial, Inc. 36360.03%0.17%0.46%Q2 2013Q1 202236
Stonehage Fleming Financial Services Holdings Ltd 36360.00%0.17%1.59%Q4 2014Q3 202336
Ativo Capital Management LLC 3240.70%0.97%1.45%Q2 2013Q2 202236
Glassman Wealth Services 36360.06%0.17%0.26%Q4 2014Q3 202336
GSA CAPITAL PARTNERS LLP 1010.01%0.15%0.92%Q2 2013Q3 202336
Argent Trust Co 36360.29%0.69%1.03%Q4 2014Q3 202336
IBM Retirement Fund 36360.38%0.61%1.00%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.37%0.63%1.17%Q4 2014Q3 202336
Cetera Advisors LLC 3510.02%0.16%0.46%Q4 2013Q3 202336
Alpha Cubed Investments, LLC 34340.00%0.12%0.28%Q2 2015Q3 202336
AllSquare Wealth Management LLC 36360.01%0.05%0.13%Q4 2014Q3 202336
Lincoln Capital LLC 36364.07%6.54%8.58%Q4 2014Q3 202336
Brookstone Capital Management 36360.04%0.07%0.17%Q4 2014Q3 202336
Sigma Planning Corp 36360.07%0.19%0.38%Q4 2014Q3 202336
Alley Co LLC 35350.72%1.61%2.39%Q2 2013Q4 202135
CULLINAN ASSOCIATES INC 35350.02%0.26%0.49%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35351.69%2.02%2.56%Q2 2013Q4 202135
One Capital Management, LLC 21140.01%0.14%0.61%Q3 2014Q3 202335
GW&K Investment Management, LLC 35350.19%0.28%0.38%Q1 2015Q3 202335
Gotham Asset Management, LLC 3050.00%0.16%0.35%Q1 2014Q3 202335
Allworth Financial LP 35350.01%0.04%0.11%Q1 2015Q3 202335
JARISLOWSKY, FRASER Ltd 35350.06%0.86%1.80%Q1 2015Q3 202335
TRUST CO OF TOLEDO NA /OH/ 35350.08%0.18%0.57%Q2 2015Q4 202335
SAYBROOK CAPITAL /NC 35350.36%1.52%2.21%Q1 2015Q3 202335
West Oak Capital, LLC 35350.28%0.39%0.55%Q1 2015Q3 202335
River Wealth Advisors LLC 35350.26%1.06%1.96%Q1 2015Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.06%0.27%0.59%Q1 2015Q3 202335
FIRST QUADRANT LLC/CA 35350.25%0.66%1.57%Q2 2013Q4 202135
Findlay Park Partners LLP 2020.12%1.78%3.53%Q2 2013Q3 202335
SPIRIT OF AMERICA MANAGEMENT CORP/NY 35350.04%0.24%0.60%Q1 2015Q3 202335
BURNEY CO/ 35350.02%0.47%1.41%Q1 2015Q3 202335
Giverny Capital 35350.03%0.15%0.45%Q1 2015Q3 202335
Voya Financial Advisors, Inc. 35350.05%0.49%1.13%Q1 2015Q3 202335
Palisades Hudson Asset Management, L.P. 35350.12%0.23%0.33%Q1 2015Q3 202335
LOWE BROCKENBROUGH & CO INC 35350.03%0.06%0.10%Q1 2015Q3 202335
RMB Capital Management, LLC 2620.00%0.18%1.09%Q4 2013Q3 202335
Parkwood LLC 3410.05%1.33%2.89%Q4 2013Q3 202235
Jackson Wealth Management, LLC 3320.57%1.15%2.34%Q4 2014Q3 202335
Azimuth Capital Management LLC 35350.03%0.05%0.08%Q3 2013Q1 202235
Point72 Hong Kong Ltd 1110.02%0.33%2.80%Q4 2013Q3 202235
Lombard Odier Asset Management (Switzerland) SA 1310.03%0.21%1.49%Q2 2014Q1 202335
PARADIGM ASSET MANAGEMENT CO LLC 2820.02%0.19%0.78%Q4 2013Q3 202335
Avior Wealth Management, LLC 35350.02%0.51%0.74%Q1 2015Q3 202335
Bank OZK 35350.12%1.18%2.04%Q1 2015Q3 202335
FIRST HAWAIIAN BANK 2930.03%0.17%0.33%Q2 2013Q3 202335
Trust Co 35350.02%0.27%1.27%Q1 2015Q3 202335
STEADFAST CAPITAL MANAGEMENT LP 3010.04%1.57%2.44%Q2 2013Q3 202235
PICTET ASSET MANAGEMENT LTD 33330.06%0.27%0.47%Q2 2013Q2 202135
OLD SECOND NATIONAL BANK OF AURORA 35350.92%1.62%2.05%Q1 2015Q3 202335
BAXTER BROS INC 3050.20%1.33%2.37%Q4 2014Q3 202335
Onex Canada Asset Management Inc. 35350.46%1.60%4.21%Q1 2015Q3 202335
Connor, Clark & Lunn Investment Management Ltd. 3410.00%0.16%0.32%Q2 2014Q3 202335
Pointe Capital Management LLC 35350.20%0.64%1.02%Q1 2015Q3 202335
ARMSTRONG HENRY H ASSOCIATES INC 35350.05%0.59%1.06%Q1 2015Q3 202335
BLB&B Advisors, LLC 3140.04%0.07%0.10%Q3 2014Q3 202335
FARLEY CAPITAL L.P. 191612.08%26.47%43.32%Q2 2013Q3 202335
Fiduciary Group LLC 34340.70%0.93%1.14%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.31%0.44%0.67%Q2 2015Q3 202334
KDI CAPITAL PARTNERS LLC 34341.44%3.30%5.70%Q2 2013Q3 202134
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.03%0.17%0.47%Q2 2015Q3 202334
Tredje AP-fonden 34340.37%0.82%1.42%Q2 2015Q3 202334
Lone Pine Capital 1232.02%3.63%7.24%Q3 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.04%0.24%0.66%Q2 2015Q3 202334
GREAT LAKES ADVISORS, LLC 3310.00%0.11%0.45%Q4 2013Q3 202334
NS Partners Ltd 34340.81%1.85%2.62%Q2 2015Q3 202334
Formidable Asset Management, LLC 1710.26%0.38%0.57%Q3 2013Q3 202334
HARVEY CAPITAL MANAGEMENT INC 34340.19%1.19%2.18%Q2 2015Q3 202334
QCI ASSET MANAGEMENT INC/NY 34341.59%1.93%2.38%Q2 2013Q3 202134
NICHOLS & PRATT ADVISERS LLP /MA 34340.47%3.11%4.56%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.08%0.61%1.33%Q2 2013Q3 202134
Regal Partners Ltd 34347.72%15.14%26.96%Q3 2014Q4 202234
FIRST MERCANTILE TRUST CO 34340.18%0.47%0.76%Q2 2013Q3 202134
NATIXIS 2950.00%0.12%0.56%Q3 2013Q3 202334
Carroll Financial Associates, Inc. 3130.00%0.02%0.05%Q2 2013Q4 202134
INVESTMENT HOUSE LLC 34340.14%0.40%0.67%Q2 2015Q3 202334
Suncoast Equity Management 34342.14%4.35%6.01%Q2 2015Q3 202334
Hardman Johnston Global Advisors LLC 34340.70%2.04%2.66%Q2 2015Q3 202334
Capital International Investors 34340.09%0.64%2.05%Q2 2015Q3 202334
Saturna Capital CORP 34340.03%0.09%0.40%Q2 2015Q3 202334
MEEDER ASSET MANAGEMENT INC 3310.04%0.65%3.65%Q3 2014Q3 202334
LINCOLN NATIONAL CORP 34340.02%0.06%0.12%Q2 2015Q3 202334
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 34340.18%1.06%2.45%Q2 2013Q3 202134
Raub Brock Capital Management LP 34343.58%4.35%5.07%Q2 2015Q3 202334
WestEnd Advisors, LLC 34341.04%2.99%5.41%Q2 2015Q3 202334
THOMPSON SIEGEL & WALMSLEY LLC 3040.00%0.00%0.01%Q2 2013Q3 202334
FORVIS Wealth Advisors, LLC 2950.03%0.10%0.19%Q1 2015Q3 202334
PRIO WEALTH LIMITED PARTNERSHIP 34340.01%0.03%0.04%Q2 2015Q3 202334
SECURITY ASSET MANAGEMENT 34342.96%4.20%5.04%Q4 2014Q1 202334
HALL LAURIE J TRUSTEE 1380.32%1.70%2.63%Q3 2014Q3 202334
World Asset Management Inc 34340.28%0.50%0.84%Q2 2013Q3 202134
Capital Research Global Investors 34340.12%1.03%1.76%Q2 2015Q3 202334
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2510.00%0.11%0.39%Q2 2013Q3 202334
Koshinski Asset Management, Inc. 1650.11%0.27%0.57%Q4 2014Q3 202334
AMP Capital Investors Ltd 34340.37%0.61%0.95%Q2 2013Q3 202134
EMS Capital LP 34344.36%7.14%11.46%Q3 2013Q4 202134
LS Investment Advisors, LLC 34340.01%0.17%0.33%Q2 2013Q3 202134
Psagot Value Holdings Ltd. 34340.03%0.58%3.02%Q2 2013Q3 202134
EVERETT HARRIS & CO /CA/ 2950.01%0.20%0.64%Q1 2015Q3 202334
VAN ECK ASSOCIATES CORP 2210.00%0.08%0.25%Q2 2014Q3 202334
QS Investors, LLC 33330.04%0.15%0.26%Q2 2013Q2 202133
BOOTHBAY FUND MANAGEMENT, LLC 1510.01%0.16%1.18%Q1 2015Q2 202333
USCA RIA LLC 33330.14%0.38%0.79%Q2 2013Q2 202133
ADELL HARRIMAN & CARPENTER INC 3030.05%0.69%1.31%Q4 2014Q3 202333
Sheaff Brock Investment Advisors, LLC 32320.06%0.38%0.73%Q4 2015Q3 202333
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 33330.41%0.92%1.69%Q3 2015Q3 202333
Avenir Corp 33330.35%1.64%3.37%Q3 2015Q3 202333
Smith, Salley & Associates 33330.95%1.57%2.14%Q3 2015Q3 202333
COMMERZBANK AKTIENGESELLSCHAFT /FI 2850.02%0.52%2.51%Q2 2013Q3 202333
APPLETON PARTNERS INC/MA 33330.04%0.16%0.20%Q4 2015Q4 202333
GRIMES & COMPANY, INC. 2490.02%0.11%0.18%Q4 2013Q3 202333
BERKSHIRE ASSET MANAGEMENT LLC/PA 2110.02%0.05%0.10%Q2 2014Q3 202333
Natixis Investment Managers International 21120.04%1.71%4.84%Q3 2013Q3 202333
JENSEN INVESTMENT MANAGEMENT INC 33331.87%2.50%3.37%Q3 2015Q3 202333
AMUNDI ASSET MANAGEMENT US, INC. 3210.54%1.05%1.80%Q4 2012Q1 202133
KORNITZER CAPITAL MANAGEMENT INC /KS 33330.10%0.24%0.58%Q3 2015Q3 202333
BP PLC 33330.24%0.68%1.68%Q2 2013Q2 202133
CHURCHILL MANAGEMENT Corp 2110.03%0.22%0.57%Q2 2013Q3 202333
Manitou Investment Management Ltd. 33332.16%3.91%7.29%Q3 2015Q3 202333
Ownership Capital B.V. 33336.34%9.16%11.30%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.06%0.10%0.15%Q4 2015Q4 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.35%0.55%0.88%Q2 2013Q3 202333
Evanson Asset Management, LLC 2940.06%0.10%0.16%Q2 2015Q3 202333
MOORE CAPITAL MANAGEMENT, LP 1110.01%0.49%1.90%Q2 2013Q3 202333
ACADEMY CAPITAL MANAGEMENT INC/TX 2491.66%7.60%10.38%Q2 2015Q3 202333
Spectrum Management Group, LLC 33330.02%0.62%1.69%Q3 2014Q3 202233
Benin Management CORP 33330.08%0.14%0.22%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.01%0.13%0.52%Q3 2015Q3 202333
HIGHLAND CAPITAL MANAGEMENT, LLC 2940.07%0.28%0.47%Q2 2015Q3 202333
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 33331.46%1.88%2.35%Q3 2015Q3 202333
McKinley Carter Wealth Services, Inc. 3110.11%0.40%1.17%Q4 2013Q3 202333
Raymond James Financial Services Advisors, Inc. 3030.06%0.18%0.29%Q2 2015Q3 202333
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3030.07%0.80%1.81%Q4 2014Q3 202333
Clark Capital Management Group, Inc. 2490.01%0.04%0.31%Q2 2013Q3 202333
Pacer Advisors, Inc. 3210.00%0.26%0.58%Q4 2013Q3 202333
BECK MACK & OLIVER LLC 2520.01%0.46%1.27%Q2 2013Q3 202333
WINTON GROUP Ltd 2430.01%0.13%0.54%Q2 2014Q3 202333
PHYSICIANS FINANCIAL SERVICES, INC. 32320.83%2.24%3.03%Q4 2015Q3 202332
Mandatum Life Insurance Co Ltd 32320.08%0.79%2.34%Q4 2015Q3 202332
Waratah Capital Advisors Ltd. 1510.00%0.76%3.37%Q4 2013Q3 202332
CI INVESTMENTS INC. 2520.01%1.24%3.24%Q2 2013Q3 202332
Anchor Investment Management, LLC 32320.18%0.38%0.50%Q1 2016Q4 202332
Bragg Financial Advisors, Inc 32320.12%0.52%0.89%Q4 2015Q3 202332
WADDELL & REED FINANCIAL INC 32320.52%1.04%1.40%Q2 2013Q1 202132
OAK RIDGE INVESTMENTS LLC 32320.03%0.65%1.46%Q4 2015Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.20%0.30%0.40%Q4 2015Q3 202332
OLD NATIONAL BANCORP /IN/ 2510.02%0.08%0.17%Q2 2013Q3 202332
BANK OF NOVA SCOTIA TRUST CO 3110.01%0.90%1.42%Q3 2015Q3 202332
ASSETMARK, INC 32320.00%0.21%0.71%Q4 2015Q3 202332
Diversified Trust Co 32320.14%0.30%0.44%Q1 2016Q4 202332
BlueSpruce Investments, LP 1761.87%8.09%15.26%Q2 2014Q3 202332
M&R CAPITAL MANAGEMENT INC 32320.06%0.23%0.41%Q1 2016Q4 202332
Asset Dedication, LLC 32320.01%0.23%0.41%Q4 2015Q3 202332
OAK ASSOCIATES LTD /OH/ 32320.04%0.18%1.09%Q4 2015Q3 202332
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.09%0.39%1.28%Q2 2013Q4 202332
Regal Investment Advisors LLC 1010.00%0.22%0.97%Q2 2013Q3 202332
ROPES WEALTH ADVISORS LLC 32320.00%0.25%0.57%Q4 2015Q3 202332
ARCADIA INVESTMENT MANAGEMENT CORP/MI 32320.01%0.02%0.05%Q4 2015Q3 202332
FIRST NATIONAL TRUST CO 3110.04%0.08%0.16%Q4 2013Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.15%0.56%1.40%Q4 2015Q3 202332
Baker Chad R 32322.16%3.76%5.44%Q4 2015Q3 202332
Trust Investment Advisors 32320.59%1.07%1.55%Q4 2015Q3 202332
Edgestream Partners, L.P. 1010.03%2.10%10.43%Q4 2013Q3 202332
First PREMIER Bank 32321.03%1.54%2.00%Q4 2015Q3 202332
Proficio Capital Partners LLC 32320.02%0.10%0.17%Q4 2015Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32321.15%1.51%2.06%Q2 2013Q1 202132
Capital Asset Advisory Services LLC 32320.12%0.45%1.29%Q4 2015Q3 202332
Dempze Nancy E 32322.94%3.83%4.55%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.03%0.07%0.13%Q4 2015Q3 202332
Handelsinvest Investeringsforvaltning 32320.22%0.58%1.61%Q4 2015Q3 202332
Zurich Insurance Group Ltd/FI 32320.42%1.37%2.88%Q4 2015Q3 202332
USS Investment Management Ltd 32320.65%2.12%4.43%Q4 2015Q3 202332
BOSTON FAMILY OFFICE LLC 2660.02%0.04%0.05%Q4 2013Q3 202332
Migdal Insurance & Financial Holdings Ltd. 32320.00%0.71%1.48%Q4 2015Q3 202332
Regent Investment Management LLC 32320.14%0.22%0.70%Q1 2015Q4 202232
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2750.00%0.14%0.24%Q2 2015Q3 202332
Grove Bank & Trust 32320.15%0.32%0.55%Q4 2015Q3 202332
Intermede Investment Partners Ltd 32323.21%5.02%6.78%Q4 2015Q3 202332
Wolf Group Capital Advisors 32320.56%1.79%2.81%Q4 2015Q3 202332
Handelsbanken Fonder AB 32321.00%1.64%2.68%Q4 2015Q3 202332
PICTON MAHONEY ASSET MANAGEMENT 32320.27%1.61%2.79%Q4 2015Q3 202332
Douglas Lane & Associates, LLC 31311.38%1.68%2.08%Q1 2016Q3 202331
Polaris Wealth Advisory Group, LLC 1810.00%0.49%2.14%Q4 2013Q3 202331
Cetera Investment Advisers 31310.10%0.27%0.48%Q1 2016Q3 202331
International Value Advisers 31311.99%5.00%7.76%Q2 2013Q4 202031
EFG Asset Management (Americas) Corp. 31310.80%2.10%2.90%Q1 2016Q3 202331
Convergence Investment Partners, LLC 2410.03%0.36%0.62%Q1 2014Q3 202331
PEDDOCK CAPITAL ADVISORS, LLC 31310.15%1.07%1.84%Q1 2016Q3 202331
GUARDIAN CAPITAL ADVISORS LP 31310.04%0.27%0.71%Q1 2016Q3 202331
CACTI ASSET MANAGEMENT LLC 31310.01%0.02%0.04%Q2 2016Q4 202331
Aquamarine Capital Management, LLC 31313.75%7.87%14.67%Q4 2014Q2 202231
PECAUT & CO. 31310.89%1.64%4.82%Q4 2013Q2 202131
FORSTA AP-FONDEN 3010.67%1.16%1.86%Q4 2015Q3 202331
Ancora Advisors LLC 3010.02%0.35%0.54%Q4 2013Q3 202331
Aperio Group, LLC 31310.28%0.49%0.84%Q2 2013Q4 202031
Kelman-Lazarov, Inc. 31310.40%1.25%2.42%Q1 2016Q3 202331
PALLADIUM PARTNERS LLC 2810.00%1.17%1.92%Q2 2013Q1 202231
HBK INVESTMENTS L P 520.00%0.08%0.38%Q2 2013Q2 202331
Harel Insurance Investments & Financial Services Ltd. 2650.01%0.37%1.87%Q4 2015Q3 202331
Mathes Company, Inc. 2921.30%1.73%2.08%Q4 2015Q3 202331
STALEY CAPITAL ADVISERS INC 31310.04%0.06%0.12%Q1 2016Q3 202331
IFP Advisors, Inc 17140.06%0.23%0.54%Q4 2015Q3 202331
CAPITAL INSIGHT PARTNERS, LLC 31310.94%1.95%3.77%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.24%0.48%0.82%Q2 2013Q4 202031
MCKINLEY CAPITAL MANAGEMENT LLC 2740.10%0.28%0.50%Q1 2015Q3 202331
LA FINANCIERE DE L'ECHIQUIER 31310.42%4.15%7.92%Q1 2016Q3 202331
Sculptor Capital LP 1610.05%1.02%2.99%Q2 2013Q4 202131
Geneos Wealth Management Inc. 31310.02%0.11%0.21%Q1 2016Q3 202331
MURPHY CAPITAL MANAGEMENT INC 31310.14%0.33%0.51%Q4 2014Q2 202231
Gradient Investments LLC 2120.00%0.13%0.40%Q1 2015Q3 202331
Sequoia Financial Advisors, LLC 31310.04%0.08%0.13%Q1 2016Q3 202331
EXANE DERIVATIVES 31310.00%0.13%0.56%Q4 2014Q2 202231
YHB Investment Advisors, Inc. 31310.06%0.11%0.16%Q1 2016Q3 202331
Caprock Group, LLC 31310.05%0.31%0.72%Q1 2016Q3 202331
Roble, Belko & Company, Inc 31310.00%0.03%0.04%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.12%0.22%0.30%Q1 2016Q3 202331
WealthPLAN Partners, LLC 2110.02%0.30%0.72%Q1 2015Q4 202331
SCHARF INVESTMENTS, LLC 18130.01%0.05%0.14%Q4 2014Q3 202331
Simmons Bank 31310.04%0.12%0.20%Q1 2016Q3 202331
Avalon Investment & Advisory 1740.01%0.25%0.85%Q2 2013Q1 202330
K.J. Harrison & Partners Inc 2640.08%0.43%1.05%Q1 2015Q2 202330
Polar Capital LLP 30300.01%0.40%1.28%Q2 2013Q3 202030
DAVIS R M INC 30300.01%0.02%0.04%Q2 2016Q3 202330
ETRADE Capital Management LLC 30300.12%0.18%0.27%Q2 2013Q3 202030
Penserra Capital Management LLC 2550.04%0.11%0.39%Q4 2015Q3 202330
First Allied Advisory Services, Inc. 30300.04%0.17%0.30%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.03%0.20%0.34%Q2 2016Q3 202330
Choate Investment Advisors 2910.02%0.11%0.26%Q1 2016Q3 202330
Maple Capital Management, Inc. 30300.08%2.95%4.02%Q2 2016Q3 202330
KINGS POINT CAPITAL MANAGEMENT 30300.01%0.02%0.03%Q4 2014Q1 202230
FINANCIAL COUNSELORS INC 2820.01%0.12%0.41%Q4 2013Q3 202330
Mn Services Vermogensbeheer B.V. 20100.46%1.20%1.93%Q1 2016Q3 202330
Fayerweather Charles 30300.91%2.89%4.98%Q1 2013Q2 202030
Ayalon Insurance Comp Ltd. 2280.03%0.67%1.20%Q1 2015Q1 202330
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1730.00%0.67%3.32%Q2 2013Q3 202330
HIGHBRIDGE CAPITAL MANAGEMENT LLC 810.00%0.06%0.83%Q1 2014Q3 201830
NEXT Financial Group, Inc 30300.10%0.24%0.45%Q3 2014Q4 202130
DRW Securities, LLC 810.01%0.12%0.59%Q2 2016Q3 202330
Nicholas Hoffman & Company, LLC. 30300.06%0.29%0.53%Q2 2016Q3 202330
DELTA ASSET MANAGEMENT LLC/TN 2640.00%0.00%0.01%Q3 2015Q3 202330
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.03%1.36%2.04%Q4 2016Q3 202330
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1310.09%0.36%0.60%Q3 2006Q4 201930
TOTH FINANCIAL ADVISORY CORP 30300.13%1.03%1.64%Q2 2016Q3 202330
COLUMBUS CIRCLE INVESTORS 30300.20%1.48%2.17%Q2 2013Q3 202030
Nan Shan Life Insurance Co., Ltd. 1760.29%1.39%2.62%Q4 2015Q3 202330
Coastline Trust Co 30300.14%0.58%0.97%Q2 2016Q3 202330
Allen Investment Management, LLC 2640.04%0.46%1.74%Q4 2014Q3 202330
BRISTOL JOHN W & CO INC /NY/ 30301.78%3.25%3.84%Q2 2016Q3 202330
PATHSTONE FAMILY OFFICE, LLC 2710.01%0.08%0.28%Q3 2014Q3 202330
INGALLS & SNYDER LLC 30300.08%0.18%0.33%Q2 2016Q3 202330
WRAPMANAGER INC 30300.15%0.53%0.85%Q2 2016Q3 202330
Renaissance Technologies 2410.00%0.39%1.02%Q2 2013Q3 202230
Perpetual Ltd 2730.03%0.53%2.37%Q1 2014Q3 202330
Boston Partners 20100.00%0.00%0.00%Q2 2013Q1 202230
Personal Capital Advisors Corp 30300.51%0.64%0.77%Q3 2015Q4 202230
CPWM, LLC 30300.04%0.09%0.16%Q2 2015Q3 202230
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2460.01%0.50%1.05%Q2 2013Q2 202130
Analyst IMS Investment Management Services Ltd. 29290.27%0.49%0.70%Q3 2016Q3 202329
Stephens Investment Management Group LLC 29290.00%0.00%0.00%Q3 2014Q3 202129
Rosenbaum Jay D. 29290.02%1.59%2.76%Q3 2016Q3 202329
Field & Main Bank 1440.02%0.22%0.43%Q4 2013Q3 202329
Keel Point, LLC 29290.06%0.11%0.18%Q3 2016Q3 202329
NOTTINGHAM ADVISORS, INC. 29290.41%0.84%1.09%Q3 2016Q3 202329
FRG Family Wealth Advisors LLC 29290.10%0.16%0.21%Q3 2016Q3 202329
GRANDFIELD & DODD, LLC 29290.13%0.27%0.35%Q3 2016Q3 202329
EP Wealth Advisors, LLC 2410.01%0.05%0.10%Q4 2015Q3 202329
Winch Advisory Services, LLC 2630.02%0.33%0.68%Q1 2014Q3 202329
Kovack Advisors, Inc. 29290.09%0.24%0.44%Q3 2016Q3 202329
AlphaMark Advisors, LLC 2810.00%0.02%0.07%Q2 2013Q3 202329
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1430.00%0.14%0.48%Q2 2013Q3 202329
MAI Capital Management 2410.01%0.39%1.27%Q2 2013Q3 202329
First Personal Financial Services 2130.00%0.02%0.07%Q4 2014Q3 202329
Hexavest Inc. 29290.00%0.62%1.60%Q3 2014Q3 202129
RB Capital Management, LLC 28280.00%0.81%1.13%Q4 2016Q3 202329
Transform Wealth, LLC 2540.05%0.41%1.14%Q2 2016Q3 202329
Spears Abacus Advisors LLC 29290.02%0.26%0.55%Q3 2016Q3 202329
Clal Insurance Enterprises Holdings Ltd 29290.22%1.31%2.29%Q3 2016Q3 202329
Decatur Capital Management, Inc. 15140.66%1.86%2.60%Q2 2013Q3 202329
SVA Wealth Management, LLC 29290.13%0.39%0.61%Q4 2013Q4 202029
Montecito Bank & Trust 29290.07%0.20%0.31%Q4 2016Q4 202329
BTG Pactual Global Asset Management Ltd 1610.10%1.27%7.22%Q2 2015Q3 202329
Independent Advisor Alliance 28280.00%0.52%0.97%Q4 2016Q3 202329
DEARBORN PARTNERS LLC 29291.27%1.73%2.26%Q3 2016Q3 202329
ATLANTA CAPITAL MANAGEMENT CO L L C 29290.25%0.82%1.35%Q3 2015Q3 202229
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 29291.44%2.10%4.35%Q3 2016Q3 202329
Balentine LLC 1810.00%0.05%0.14%Q3 2015Q3 202329
Capital Advisors, Ltd. LLC 29290.01%0.06%0.16%Q3 2016Q3 202329
ROCKLAND TRUST CO 29291.23%1.47%1.73%Q3 2016Q3 202329
Simplicity Solutions, LLC 2270.02%0.22%0.41%Q4 2015Q3 202329
Bowie Capital Management, LLC 28281.50%3.83%5.91%Q4 2016Q3 202329
PEREGRINE CAPITAL MANAGEMENT LLC 29290.25%0.81%1.61%Q3 2016Q3 202329
Baystate Wealth Management LLC 2810.00%0.02%0.05%Q2 2013Q3 202329
Columbus Hill Capital Management, L.P. 2810.16%3.54%7.43%Q3 2014Q3 202329
Winslow, Evans & Crocker, Inc. 29291.73%2.54%3.27%Q4 2013Q4 202029
Supplemental Annuity Collective Trust of NJ 17120.52%0.84%1.13%Q1 2014Q3 202329
CAHILL FINANCIAL ADVISORS INC 29290.13%0.32%0.56%Q3 2016Q3 202329
Summit Financial Wealth Advisors, LLC 2720.08%0.11%0.16%Q4 2015Q3 202329
IFM Investors Pty Ltd 28280.56%0.84%1.05%Q4 2016Q3 202328
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 28284.41%11.80%21.14%Q4 2016Q3 202328
Ausdal Financial Partners, Inc. 2710.05%0.09%0.14%Q4 2015Q3 202328
Engineers Gate Manager LP 1810.02%0.28%0.84%Q4 2014Q3 202328
Newman Dignan & Sheerar, Inc. 28280.02%0.21%0.32%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.02%0.04%0.09%Q4 2016Q3 202328
Morris Capital Advisors, LLC 28281.99%3.44%5.46%Q4 2015Q3 202228
Cornerstone Wealth Management, LLC 2530.06%0.21%0.35%Q3 2016Q3 202328
Empire Life Investments Inc. 28281.38%2.88%4.06%Q4 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.12%0.32%0.50%Q4 2016Q3 202328
Global Retirement Partners, LLC 28280.07%0.15%0.87%Q4 2016Q3 202328
Redwood Investments, LLC 2440.08%0.65%1.16%Q2 2013Q3 202328
HighPoint Advisor Group LLC 1910.09%0.64%1.93%Q4 2014Q2 202228
CADENCE CAPITAL MANAGEMENT LLC 28280.03%0.13%0.26%Q2 2013Q1 202028
ALLSTATE CORP 2260.01%0.32%0.66%Q1 2016Q3 202328
Intellectus Partners, LLC 28280.13%0.30%0.46%Q4 2016Q3 202328
Pineno Levin & Ford Asset Management, Inc. 28280.29%0.53%0.78%Q1 2015Q4 202128
Lee Financial Co 28280.13%0.18%0.25%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.06%0.39%0.59%Q4 2016Q3 202328
Valeo Financial Advisors, LLC 25250.00%0.36%0.52%Q3 2017Q3 202328
Capital Investment Advisors, LLC 28280.02%0.03%0.05%Q1 2017Q4 202328
Close Asset Management Ltd 28280.40%1.98%3.92%Q4 2016Q3 202328
FIRST INTERSTATE BANK 2260.03%0.07%0.18%Q3 2015Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.18%0.55%0.91%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.36%0.69%1.06%Q4 2016Q3 202328
Omnia Family Wealth, LLC 28280.17%0.59%1.04%Q4 2016Q3 202328
Busey Bank 28280.67%1.36%1.76%Q4 2016Q3 202328
ONTARIO TEACHERS PENSION PLAN BOARD 2710.03%0.80%5.89%Q2 2013Q4 202128
Clearstead Trust, LLC 28280.01%0.45%0.78%Q4 2016Q3 202328
Lombard Odier Asset Management (Europe) Ltd 1610.03%0.24%0.85%Q2 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.06%0.18%Q1 2016Q4 202228
IBEX WEALTH ADVISORS 2710.62%1.28%1.96%Q3 2016Q3 202328
BAILARD, INC. 2710.02%0.04%0.23%Q4 2015Q3 202328
Harvest Fund Management Co., Ltd 28280.03%0.25%0.65%Q4 2016Q3 202328
Harbor Advisors LLC 28281.20%1.82%2.26%Q4 2016Q3 202328
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 28280.04%0.11%0.18%Q4 2016Q3 202328
Bishop Rock Capital, L.P. 28281.35%5.98%8.16%Q4 2016Q3 202328
NWAM LLC 1210.02%0.06%0.12%Q1 2016Q3 202328
Good Life Advisors, LLC 28280.21%0.31%0.56%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.19%0.35%0.92%Q4 2016Q3 202328
JT Stratford LLC 28280.12%0.81%2.12%Q4 2016Q3 202328
Sicart Associates LLC 28280.12%0.56%0.94%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.04%0.06%0.09%Q4 2016Q3 202328
CYPRESS FUNDS LLC 16121.07%5.36%7.59%Q2 2013Q3 202328
MISSION WEALTH MANAGEMENT, LP 28280.04%0.07%0.10%Q4 2016Q3 202328
STOCK YARDS BANK & TRUST CO 2170.01%0.09%0.34%Q4 2014Q3 202328
Waldron Private Wealth LLC 2710.08%0.15%0.21%Q1 2016Q3 202328
GM Advisory Group, LLC 28280.03%0.11%0.22%Q4 2016Q3 202328
OAKBROOK INVESTMENTS LLC 28280.34%0.55%0.88%Q2 2013Q1 202028
NewEdge Advisors, LLC 28280.06%0.22%0.34%Q4 2016Q3 202328
HOWLAND CAPITAL MANAGEMENT LLC 28280.02%0.09%0.13%Q4 2016Q3 202328
Temasek Holdings (Private) Ltd 28280.21%2.89%5.07%Q4 2016Q3 202328
LCNB CORP 28280.31%0.49%0.67%Q4 2016Q3 202328
PARK AVENUE SECURITIES LLC 28280.06%0.35%0.97%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.13%0.20%0.28%Q4 2016Q3 202328
Valley Forge Capital Management, LP 28282.23%11.81%22.61%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.10%0.20%0.57%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.05%0.29%0.48%Q4 2016Q3 202328
CIBC WORLD MARKETS CORP 28280.07%0.50%1.03%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.10%0.21%0.28%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.40%0.72%1.28%Q4 2016Q3 202328
Mercer Capital Advisers, Inc. 28281.01%1.83%2.72%Q4 2014Q3 202128
HCR Wealth Advisors 28280.07%0.17%0.26%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.09%0.28%0.39%Q4 2016Q3 202328
TIEDEMANN ADVISORS, LLC 2350.02%0.12%0.24%Q3 2016Q3 202328
Wealth Architects, LLC 2710.08%0.11%0.16%Q2 2015Q3 202328
IHT Wealth Management, LLC 28280.00%0.22%0.33%Q4 2016Q3 202328
WESPAC Advisors, LLC 1310.24%0.57%1.04%Q4 2013Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.13%0.28%0.39%Q4 2016Q3 202328
Norway Savings Bank 28280.09%0.18%0.29%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.43%0.94%1.30%Q4 2016Q3 202328
Perennial Advisors, LLC 28282.42%2.92%3.57%Q4 2016Q3 202328
First Bank & Trust 28280.11%0.52%1.08%Q4 2016Q3 202328
Steigerwald, Gordon & Koch Inc. 28280.07%0.09%0.12%Q4 2016Q3 202328
Homrich & Berg 28280.02%0.04%0.05%Q4 2014Q3 202128
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.05%0.10%0.20%Q2 2013Q4 201927
MONTAG A & ASSOCIATES INC 2250.07%0.54%0.83%Q4 2014Q3 202327
WELCH & FORBES LLC 2610.01%0.07%0.10%Q4 2015Q3 202327
Northwest Quadrant Wealth Management, LLC 2160.17%0.24%0.28%Q4 2016Q3 202327
ZWJ INVESTMENT COUNSEL INC 27270.02%0.03%0.06%Q1 2017Q3 202327
Lipe & Dalton 27270.07%0.16%0.21%Q1 2017Q3 202327
Round Hill Asset Management 2070.32%0.56%0.90%Q4 2016Q3 202327
MAVERICK CAPITAL LTD 1710.00%0.47%3.36%Q2 2013Q1 202227
Chicago Partners Investment Group LLC 27270.00%0.17%0.32%Q1 2017Q3 202327
CAAS CAPITAL MANAGEMENT LP 640.04%0.33%0.97%Q4 2020Q3 202327
State of Alaska, Department of Revenue 27270.06%0.54%0.75%Q1 2017Q3 202327
Security National Bank 27270.21%0.38%0.50%Q1 2017Q3 202327
Moors & Cabot, Inc. 2520.03%0.19%0.33%Q1 2014Q3 202327
PGGM Investments 1350.14%0.82%2.17%Q1 2013Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.02%0.03%0.07%Q2 2013Q4 201927
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 27270.01%1.24%2.85%Q1 2017Q3 202327
HOLDERNESS INVESTMENTS CO 27270.41%0.80%1.06%Q1 2017Q3 202327
Cerity Partners LLC 2520.10%0.25%0.67%Q4 2016Q3 202327
EAGLE ASSET MANAGEMENT INC 27270.00%0.04%0.09%Q1 2017Q3 202327
Morse Asset Management, Inc 27270.07%0.56%1.34%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.29%0.63%0.96%Q1 2017Q3 202327
Grantham, Mayo, Van Otterloo & Co. LLC 27270.19%0.63%1.23%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.06%0.35%0.54%Q1 2017Q3 202327
White Elm Capital, LLC 27271.96%3.94%7.35%Q2 2013Q4 201927
Municipal Employees' Retirement System of Michigan 2070.08%0.29%0.49%Q3 2013Q2 202027
Bison Wealth, LLC 2510.05%0.42%0.96%Q2 2015Q3 202327
Harfst & Associates, Inc. 27270.09%0.36%0.69%Q1 2017Q3 202327
DSM CAPITAL PARTNERS LLC 15120.19%2.04%3.10%Q3 2013Q3 202327
MOTCO 2610.00%0.01%0.02%Q3 2016Q3 202327
RWA WEALTH PARTNERS, LLC 27270.02%0.07%0.12%Q1 2017Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.02%0.06%0.18%Q2 2013Q4 201927
Cribstone Capital Management, LLC 27270.01%0.30%0.76%Q2 2016Q4 202227
DSC Advisors, L.P. 27270.10%0.48%1.07%Q1 2017Q3 202327
CLEARARC CAPITAL INC 27270.34%0.56%1.12%Q2 2013Q4 201927
SYMPHONY ASSET MANAGEMENT LLC 27270.11%0.45%0.85%Q2 2013Q4 201927
Integre Asset Management, LLC 27270.87%1.87%3.16%Q2 2013Q4 201927
BAHL & GAYNOR INC 27270.00%0.02%0.03%Q1 2017Q3 202327
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.07%0.74%1.77%Q2 2013Q4 201927
Confluence Wealth Management LLC 27270.21%0.45%0.97%Q1 2014Q3 202027
BFSG, LLC 27270.54%0.82%1.40%Q1 2017Q3 202327
AUA CAPITAL MANAGEMENT, LLC 2610.34%0.74%1.22%Q4 2016Q3 202327
REDW Wealth LLC 26260.15%0.21%0.29%Q2 2017Q3 202326
Bridgeworth, LLC 2330.08%0.15%0.22%Q4 2016Q3 202326
Veritas Investment Management (UK) Ltd 26263.01%6.03%7.56%Q3 2015Q4 202126
Patriot Financial Group Insurance Agency, LLC 26260.01%0.17%0.57%Q2 2017Q3 202326
Spectrum Asset Management, Inc. (NB/CA) 26260.36%0.98%1.44%Q4 2014Q1 202126
BB&T SECURITIES, LLC 26260.02%0.16%0.37%Q2 2013Q3 201926
PIEDMONT INVESTMENT ADVISORS INC 26260.16%0.93%2.24%Q4 2013Q1 202026
Meridian Wealth Management, LLC 1440.05%0.22%0.46%Q4 2016Q3 202326
AE Wealth Management LLC 24240.00%0.18%0.38%Q4 2017Q3 202326
Sunbelt Securities, Inc. 2510.07%0.61%1.00%Q4 2016Q3 202326
Summit X, LLC 26261.03%1.58%3.12%Q2 2017Q3 202326
MONTAG & CALDWELL, LLC 26260.01%2.11%2.97%Q3 2014Q4 202026
Greystone Managed Investments Inc. 26260.40%0.59%0.87%Q2 2013Q3 201926
Achmea Investment Management B.V. 1970.33%1.00%3.20%Q1 2017Q3 202326
BANK PICTET & CIE (ASIA) LTD 26260.99%2.60%5.36%Q2 2017Q3 202326
OneDigital Investment Advisors LLC 26260.02%0.07%0.11%Q2 2017Q3 202326
Blue Edge Capital, LLC 26260.38%0.54%0.71%Q2 2017Q3 202326
Summit Global Investments 26260.02%0.20%1.03%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1070.12%0.18%0.29%Q4 2016Q3 202326
PARK NATIONAL CORP /OH/ 2510.01%0.02%0.03%Q4 2015Q4 202326
BOSTON ADVISORS LLC 26260.02%0.41%1.25%Q2 2013Q3 201926
First Command Bank 26260.01%0.03%0.06%Q1 2017Q2 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.08%0.30%0.97%Q2 2013Q3 201926
Coho Partners, Ltd. 2510.01%0.01%0.01%Q1 2017Q3 202326
Banco Santander, S.A. 2330.01%0.09%0.44%Q4 2016Q3 202326
American Investment Services, Inc. 26260.11%0.34%1.35%Q2 2017Q3 202326
Elite Wealth Management, Inc. 2210.00%0.77%2.73%Q2 2013Q3 202326
Perigon Wealth Management, LLC 1610.00%0.08%0.18%Q3 2011Q3 202326
Ironwood Financial, llc 2330.00%0.01%0.02%Q1 2015Q3 202126
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 26260.23%0.53%1.50%Q2 2017Q3 202326
First Command Financial Services, Inc. 26260.00%0.03%0.06%Q1 2017Q2 202326
ASPIRIANT, LLC 2330.02%0.06%0.11%Q1 2017Q3 202326
SIMPLEX TRADING, LLC 1210.00%0.20%1.00%Q4 2014Q4 202226
Qube Research & Technologies Ltd 740.04%0.31%0.83%Q3 2018Q3 202326
Swedbank 2510.77%1.99%3.68%Q1 2014Q4 202026
RENAISSANCE GROUP LLC 2330.32%1.17%1.40%Q4 2013Q3 202326
Ninety One UK Ltd 26260.06%1.09%1.90%Q2 2017Q3 202326
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2120.02%0.50%1.03%Q1 2014Q3 202326
Mizuho Markets Cayman LP 1210.00%0.30%2.32%Q1 2020Q2 202326
Bank Pictet & Cie (Europe) AG 26260.19%0.42%1.10%Q2 2017Q3 202326
AFT, FORSYTH & COMPANY, INC. 2421.56%2.74%3.34%Q2 2013Q3 202326
HighTower Trust Company, N.A. 1610.02%0.53%1.11%Q4 2013Q1 202326
SMITH, MOORE & CO. 26260.06%0.17%0.31%Q2 2017Q3 202326
Snowden Capital Advisors LLC 1880.09%0.21%0.34%Q1 2017Q3 202326
Founders Capital Management 13130.10%0.19%0.25%Q1 2017Q4 202326
SUNTRUST BANKS INC 26260.01%0.05%0.20%Q2 2013Q3 201926
BEACON INVESTMENT ADVISORY SERVICES, INC. 26260.04%2.39%3.70%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.31%0.57%0.80%Q3 2016Q3 202326
HARTWELL J M LIMITED PARTNERSHIP 26262.70%3.89%6.51%Q2 2013Q3 201926
Motley Fool Asset Management LLC 2330.34%2.85%3.80%Q1 2017Q3 202326
STEEL GROVE CAPITAL ADVISORS, LLC 14110.09%0.15%0.29%Q3 2015Q3 202325
Raab & Moskowitz Asset Management LLC 25250.10%0.24%0.55%Q3 2017Q3 202325
Tweedy, Browne Co LLC 25250.52%0.97%1.66%Q2 2013Q2 201925
Corient Capital Partners, LLC 25250.05%0.34%0.71%Q3 2016Q3 202225
Kiwi Wealth Investments Limited Partnership 25250.42%1.42%4.31%Q3 2017Q3 202325
Kovitz Investment Group Partners, LLC 25250.01%0.08%0.18%Q3 2017Q3 202325
Klingman & Associates, LLC 2410.01%0.24%0.31%Q3 2016Q3 202325
Belpointe Asset Management LLC 25250.10%0.19%0.47%Q3 2017Q3 202325
FIRST FOUNDATION ADVISORS 2310.02%1.41%2.44%Q2 2016Q3 202325
Sonora Investment Management, LLC 25250.01%0.03%0.06%Q3 2015Q3 202125
CAPTRUST FINANCIAL ADVISORS 25250.00%0.26%0.56%Q3 2017Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.04%0.09%0.39%Q2 2013Q2 201925
PM CAPITAL Ltd 25253.35%4.89%8.72%Q4 2014Q4 202025
NewSquare Capital LLC 2210.00%0.00%0.01%Q2 2015Q3 202325
Profit Investment Management, LLC 1960.06%0.54%2.16%Q2 2013Q3 202125
VESTOR CAPITAL, LLC 1960.00%1.54%2.71%Q3 2015Q4 202125
ETF MANAGERS GROUP, LLC 2410.01%1.29%3.80%Q1 2016Q1 202325
abrdn plc 25250.56%1.31%1.68%Q3 2017Q3 202325
COBIZ WEALTH, LLC 25251.47%1.91%2.79%Q2 2013Q2 201925
NN Investment Partners Holdings N.V. 25250.01%0.59%1.46%Q1 2016Q1 202225
GLENVIEW STATE BANK TRUST DEPT. 25250.18%0.47%0.81%Q2 2015Q2 202125
OMERS ADMINISTRATION Corp 1690.03%1.06%2.78%Q2 2017Q3 202325
Arbor Wealth Management, LLC 25250.21%0.56%1.44%Q4 2015Q4 202125
Schonfeld Strategic Advisors LLC 2010.01%0.30%0.90%Q2 2016Q3 202325
Edge Wealth Management LLC 2230.00%0.01%0.03%Q2 2013Q3 202125
STEVENS CAPITAL MANAGEMENT LP 710.10%0.61%1.46%Q1 2014Q3 202325
MIDAS MANAGEMENT CORP 25250.73%1.26%2.36%Q2 2013Q2 201925
YorkBridge Wealth Partners, LLC 25250.98%1.60%2.11%Q4 2016Q4 202225
Vigilant Capital Management, LLC 2320.00%0.02%0.05%Q2 2016Q2 202325
Mosaic Family Wealth, LLC 25250.04%0.19%0.36%Q4 2015Q4 202125
Miracle Mile Advisors, LLC 2320.06%0.24%0.62%Q3 2016Q3 202325
FRED ALGER MANAGEMENT, LLC 910.00%0.07%0.63%Q2 2013Q4 202125
Ashburton (Jersey) Ltd 25250.07%0.66%2.20%Q4 2015Q4 202125
BDO Wealth Advisors, LLC 25250.31%0.43%0.59%Q2 2017Q2 202325
WHEATLAND ADVISORS INC 25250.22%0.57%2.50%Q4 2013Q4 201925
COLDSTREAM CAPITAL MANAGEMENT INC 2140.03%0.10%0.29%Q2 2017Q3 202325
Bogart Wealth, LLC 25250.01%0.25%0.39%Q3 2017Q3 202325
Stonebridge Capital Advisors LLC 25250.03%0.07%0.11%Q3 2017Q3 202325
MENORA MIVTACHIM HOLDINGS LTD. 14111.72%3.11%6.16%Q1 2017Q3 202325
Interval Partners, LP 810.05%0.72%3.00%Q1 2015Q3 202325
Atlas Brown,Inc. 25250.05%0.28%0.40%Q3 2017Q3 202325
Quantbot Technologies LP 710.02%0.45%1.73%Q2 2014Q3 202325
Private Wealth Advisors, Inc. 25250.15%0.55%0.90%Q4 2014Q4 202025
TIAA, FSB 25250.06%0.12%0.19%Q2 2017Q2 202325
Hillsdale Investment Management Inc. 1910.01%0.03%0.12%Q2 2013Q3 202325
Prospera Financial Services Inc 25250.01%0.11%0.56%Q3 2017Q3 202325
Fortis Advisors, LLC 25250.05%0.16%0.28%Q3 2017Q3 202325
VIKING GLOBAL INVESTORS LP 1870.06%2.10%3.88%Q2 2013Q3 202325
Boston Common Asset Management, LLC 25250.01%0.04%0.10%Q3 2017Q3 202325
Fiduciary Trust Co International of Pennsylvania 25250.13%0.60%1.29%Q1 2014Q1 202025
VALLEY NATIONAL ADVISERS INC 25250.00%0.01%0.04%Q3 2017Q3 202325
Westwind Capital 25256.87%9.10%12.10%Q4 2017Q4 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Melvin Capital Management LP 21210.64%2.25%4.67%Q3 2016Q3 202125
Highstreet Asset Management Inc. 2020.10%0.28%0.61%Q2 2013Q4 201925
Wealthcare Advisory Partners LLC 1310.01%0.05%0.09%Q1 2017Q3 202325
VALLEY WEALTH MANAGERS, INC. 2040.00%0.03%0.09%Q2 2016Q3 202324
Cypress Wealth Services, LLC 24240.07%0.13%0.18%Q4 2017Q3 202324
Pegasus Asset Management, Inc. 24241.69%2.96%3.59%Q4 2017Q3 202324
HYMAN CHARLES D 24240.40%2.12%2.74%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.12%0.43%0.56%Q4 2017Q3 202324
Port Capital LLC 24241.26%2.07%2.59%Q4 2017Q3 202324
Vident Investment Advisory, LLC 2010.00%0.10%0.63%Q1 2015Q2 202324
Front Row Advisors LLC 24240.01%0.02%0.06%Q4 2017Q3 202324
DeDora Capital, Inc. 24240.32%0.87%1.33%Q4 2017Q3 202324
BRASADA CAPITAL MANAGEMENT, LP 24240.48%1.30%1.98%Q4 2017Q3 202324
CALTON & ASSOCIATES, INC. 24240.08%0.20%0.35%Q4 2017Q3 202324
PEAPACK GLADSTONE FINANCIAL CORP 24240.01%0.05%0.11%Q4 2017Q3 202324
Prism Advisors, Inc. 24240.13%0.17%0.25%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.43%0.64%1.09%Q2 2013Q1 201924
MayTech Global Investments, LLC 24244.45%6.26%7.88%Q4 2017Q3 202324
Parisi Gray Wealth Management 24241.40%2.21%2.72%Q4 2017Q3 202324
CHICAGO EQUITY PARTNERS LLC 1590.01%0.43%1.00%Q2 2013Q1 202024
Bell Asset Management Ltd 24241.12%1.60%2.44%Q4 2017Q3 202324
Dakota Wealth Management 24240.11%0.59%1.16%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.33%0.40%0.47%Q4 2017Q3 202324
NIXON PEABODY TRUST CO 24240.18%1.85%2.57%Q4 2017Q3 202324
KCM INVESTMENT ADVISORS LLC 24240.01%0.04%0.07%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.95%1.62%2.35%Q4 2017Q3 202324
RFG Advisory, LLC 2130.05%0.10%0.14%Q3 2017Q3 202324
Johanson Financial Advisors, Inc. 2040.95%2.35%2.91%Q4 2015Q4 202124
THAMES CAPITAL MANAGEMENT LLC 24242.19%5.41%9.41%Q4 2017Q3 202324
Providence First Trust Co 1770.77%1.42%2.76%Q2 2017Q3 202324
Broadleaf Partners, LLC 24241.88%2.64%3.76%Q4 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.45%0.59%0.72%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.01%0.04%0.11%Q2 2013Q1 201924
Kendall Capital Management 24240.21%0.88%1.54%Q4 2017Q3 202324
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24240.09%0.20%0.33%Q4 2017Q3 202324
Altavista Wealth Management, Inc. 1860.09%0.58%1.18%Q3 2015Q4 202124
FALCON POINT CAPITAL, LLC 1240.03%0.56%2.87%Q2 2013Q4 202024
Hyperion Asset Management Ltd 24241.18%5.01%9.80%Q4 2017Q3 202324
GQG Partners LLC 1710.03%3.40%7.40%Q4 2016Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.08%0.20%0.36%Q4 2017Q3 202324
EVERGREEN CAPITAL MANAGEMENT LLC 24240.03%0.12%0.20%Q4 2017Q3 202324
Copperwynd Financial, LLC 24240.28%0.50%0.67%Q4 2017Q3 202324
Avestar Capital, LLC 24240.00%0.15%0.89%Q4 2017Q3 202324
Brightworth 2110.11%0.16%0.22%Q4 2015Q3 202224
Virtue Capital Management, LLC 24240.13%0.46%0.78%Q4 2017Q3 202324
Ally Financial Inc. 1210.09%0.56%1.33%Q2 2013Q2 202224
D.B. Root & Company, LLC 24240.18%0.62%0.91%Q4 2017Q3 202324
VICUS CAPITAL 1680.04%0.06%0.09%Q2 2017Q3 202324
Financial Advocates Investment Management 24240.10%0.13%0.19%Q4 2017Q3 202324
Court Place Advisors, LLC 2220.11%0.19%0.27%Q4 2015Q4 202124
Laurel Wealth Advisors, Inc. 2110.01%0.16%0.38%Q4 2015Q4 202224
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.04%0.56%1.47%Q2 2013Q1 201924
Banco de Sabadell, S.A 24240.32%1.54%3.59%Q4 2017Q3 202324
Arjuna Capital 24240.76%1.34%1.89%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.04%0.15%0.25%Q4 2017Q3 202324
Ironvine Capital Partners, LLC 24240.88%2.29%3.45%Q4 2017Q3 202324
SMITH CHAS P & ASSOCIATES PA CPAS 24240.03%0.04%0.05%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.05%0.07%0.13%Q4 2017Q3 202324
Stuart Chaussee & Associates, Inc. 24240.00%0.01%0.04%Q4 2017Q3 202324
MITCHELL MCLEOD PUGH & WILLIAMS INC 24240.16%0.22%0.29%Q4 2017Q3 202324
UNIO CAPITAL LLC 24240.01%0.59%0.92%Q4 2017Q3 202324
CADENCE BANK NA 2130.10%0.63%1.19%Q2 2013Q2 202224
SCHNIEDERS CAPITAL MANAGEMENT LLC 24240.08%0.15%0.23%Q4 2017Q3 202324
BAKER BOYER NATIONAL BANK 1410.14%0.67%1.28%Q4 2013Q3 202324
Ipswich Investment Management Co., Inc. 2110.06%0.23%0.28%Q1 2016Q3 202324
ORSER CAPITAL MANAGEMENT, LLC 24242.01%3.02%4.31%Q4 2017Q3 202324
CIBC BANK USA 14100.03%0.11%0.20%Q2 2013Q4 201924
MAIRS & POWER INC 24240.00%0.01%0.01%Q4 2017Q3 202324
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 24240.84%1.75%4.89%Q1 2013Q4 201824
SANTA MONICA PARTNERS LP 242418.45%26.96%35.45%Q4 2017Q3 202324
GUARDCAP ASSET MANAGEMENT Ltd 24247.38%10.55%14.38%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.28%0.47%0.80%Q2 2013Q1 201924
CAPITAL INTERNATIONAL LTD /CA/ 24240.66%1.67%3.29%Q4 2017Q3 202324
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1010.12%0.37%1.00%Q2 2014Q3 202224
MetLife Investment Management, LLC 24240.49%0.69%0.83%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.02%0.05%0.08%Q4 2017Q3 202324
CNB Bank 24240.02%0.45%0.92%Q4 2017Q3 202324
Pensionfund Sabic 2220.43%1.10%1.40%Q3 2015Q4 202324
Financial Advisors Network, Inc. 1710.27%0.64%0.84%Q4 2016Q3 202324
OppenheimerFunds, Inc. 24240.15%0.49%0.68%Q2 2013Q1 201924
UNITED BANK 24240.04%0.05%0.07%Q4 2017Q3 202324
Kingsview Wealth Management, LLC 1210.00%0.26%0.79%Q3 2018Q3 202324
Clean Yield Group 1010.00%0.05%0.21%Q1 2015Q3 202324
Jackson, Grant Investment Advisers, Inc. 2310.02%0.05%0.10%Q4 2015Q3 202324
Poehling Capital Management, INC. 24240.61%1.57%2.58%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.10%0.15%0.24%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.09%0.15%0.19%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.29%0.42%0.63%Q2 2013Q1 201924
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 24242.25%3.44%4.95%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.30%0.53%0.78%Q4 2017Q3 202324
Pensionfund DSM Netherlands 2220.39%0.97%1.31%Q3 2015Q4 202124
New Potomac Partners, LLC 24241.78%2.28%2.80%Q4 2017Q3 202324
Force Capital Management LLC 22221.04%4.46%8.01%Q1 2014Q2 201924
NVWM, LLC 24240.24%0.96%1.76%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.04%0.11%0.16%Q4 2017Q3 202324
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1610.02%0.04%0.05%Q4 2015Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.30%0.55%1.08%Q4 2017Q3 202324
Hamilton Capital, LLC 24240.04%0.11%0.36%Q4 2017Q3 202324
Manning & Napier Group, LLC 24241.82%2.53%3.10%Q4 2017Q3 202324
Taikang Asset Management (Hong Kong) Co Ltd 24240.03%0.63%1.60%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.10%0.19%0.38%Q4 2017Q3 202324
STRATEGY ASSET MANAGERS LLC 1310.07%0.37%1.16%Q2 2013Q3 202324
HOWE & RUSLING INC 1710.00%0.44%1.25%Q2 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.09%0.19%0.24%Q4 2017Q3 202324
Ardevora Asset Management LLP 1950.00%0.92%2.00%Q2 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.10%0.79%1.41%Q4 2017Q3 202324
Walleye Capital LLC 610.00%0.07%0.40%Q1 2019Q3 202324
Biltmore Family Office, LLC 24240.13%0.23%0.45%Q4 2017Q3 202324
Transamerica Financial Advisors, Inc. 1210.00%0.04%0.12%Q2 2013Q3 202324
SANDER CAPITAL ADVISORS INC 24240.81%11.07%26.46%Q4 2017Q3 202324
Sawyer & Company, Inc 24240.00%0.71%1.38%Q4 2017Q3 202324
Tower View Wealth Management LLC 24240.00%0.06%0.18%Q4 2017Q3 202324
Empirical Finance, LLC 2310.04%0.45%0.86%Q4 2016Q3 202324
McGowan Group Asset Management, Inc. 24240.03%0.11%0.16%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.03%0.48%1.06%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.02%0.10%0.15%Q4 2017Q3 202324
COURIER CAPITAL LLC 1510.02%0.05%0.07%Q4 2014Q3 202324
Delaney Dennis R 1952.81%4.21%5.09%Q4 2015Q3 202324
Treasurer of the State of North Carolina 24240.66%0.83%1.00%Q4 2017Q3 202324
LAKEWOOD CAPITAL MANAGEMENT, LP 1760.65%3.92%7.03%Q1 2015Q2 202123
Venturi Wealth Management, LLC 2210.07%0.41%1.29%Q3 2016Q3 202323
BBVA USA Bancshares, Inc. 23230.04%0.24%0.41%Q3 2015Q1 202123
Horizon Kinetics 23230.17%0.29%0.46%Q2 2013Q4 201823
Mutual Advisors, LLC 22220.03%0.08%0.10%Q2 2018Q3 202323
BECK CAPITAL MANAGEMENT, LLC 1940.13%0.26%0.46%Q4 2013Q4 201923
FIRST UNITED BANK & TRUST 23230.16%0.78%1.04%Q1 2018Q3 202323
Brinker Capital Investments, LLC 1020.00%0.10%0.27%Q1 2014Q4 202223
Crewe Advisors LLC 23230.02%0.07%0.19%Q4 2017Q2 202323
NBT BANK N A /NY 1910.03%0.07%0.27%Q3 2017Q3 202323
FORT PITT CAPITAL GROUP, LLC 23230.02%0.03%0.05%Q1 2018Q3 202323
CHOREO, LLC 1940.02%0.03%0.05%Q4 2017Q3 202323
MainStreet Investment Advisors LLC 1850.15%0.23%0.39%Q4 2017Q3 202323
IBERIABANK CORP 23230.06%0.27%0.53%Q4 2014Q2 202023
AMICA PENSION FUND BOARD OF TRUSTEES 23230.40%0.55%0.80%Q2 2013Q4 201823
Private Ocean, LLC 2010.01%0.04%0.34%Q3 2016Q3 202323
First Pacific Advisors, LP 23230.01%0.02%0.03%Q4 2017Q2 202323
Mount Yale Investment Advisors, LLC 23230.17%0.33%0.54%Q1 2018Q3 202323
AMERICAN ASSET MANAGEMENT INC. 1430.06%0.23%0.39%Q3 2014Q2 202323
Gryphon Financial Partners LLC 2030.03%0.47%0.72%Q4 2017Q3 202323
CRAWFORD INVESTMENT COUNSEL INC 23230.01%0.01%0.02%Q1 2018Q3 202323
Mechanics Bank Trust Department 23230.05%0.18%0.31%Q1 2018Q3 202323
SIMON QUICK ADVISORS, LLC 1940.02%0.07%0.19%Q3 2017Q3 202323
DONALDSON CAPITAL MANAGEMENT, LLC 23230.02%0.08%0.26%Q1 2018Q3 202323
ST GERMAIN D J CO INC 2030.03%0.04%0.06%Q1 2018Q4 202323
Advanced Asset Management Advisors Inc 2030.37%0.91%1.09%Q4 2017Q3 202323
Pinion Investment Advisors, LLC 23230.71%1.16%1.70%Q1 2018Q3 202323
COHEN & STEERS, INC. 23230.00%0.00%0.00%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.09%0.17%0.24%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.05%0.22%0.43%Q1 2018Q3 202323
Tortoise Investment Management, LLC 1940.00%0.01%0.01%Q4 2012Q3 202323
Arcus Capital Partners, LLC 12110.03%0.14%0.20%Q4 2017Q3 202323
Arete Wealth Advisors, LLC 1850.08%0.16%0.27%Q3 2017Q2 202323
Man Group plc 23230.07%0.25%0.66%Q1 2018Q3 202323
Chicago Capital, LLC 23230.48%0.59%0.78%Q1 2018Q3 202323
FINANCIAL CONSULATE, INC 23230.11%0.25%0.43%Q3 2017Q1 202323
Cornerstone Advisory, LLC 23230.06%0.40%0.70%Q1 2018Q3 202323
Kimelman & Baird, LLC 910.53%2.12%3.74%Q4 2013Q2 202123
Silvant Capital Management LLC 23230.51%1.93%2.81%Q1 2018Q3 202323
Gifford Fong Associates 23231.88%2.53%3.08%Q1 2018Q3 202323
QVR LLC 440.00%0.12%0.44%Q4 2020Q4 202223
Trexquant Investment LP 710.07%0.31%0.75%Q1 2015Q3 202323
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 23230.18%0.25%0.48%Q1 2018Q3 202323
Jump Trading, LLC 610.00%0.04%0.13%Q1 2014Q3 201823
Sompo Asset Management Co., Ltd. 1940.08%0.47%1.99%Q4 2016Q3 202323
Highland Private Wealth Management 1850.10%0.15%0.19%Q4 2016Q3 202223
MCDANIEL TERRY & CO 23230.04%0.16%0.20%Q1 2018Q3 202323
Lourd Capital, LLC 1940.03%0.06%0.15%Q2 2013Q2 201923
GABLES CAPITAL MANAGEMENT INC. 23231.27%1.53%1.84%Q1 2018Q3 202323
COOKSON PEIRCE & CO INC 1630.01%0.42%1.10%Q2 2013Q3 202323
AlphaStar Capital Management, LLC 2210.04%0.13%0.55%Q3 2017Q3 202323
James Hambro & Partners 1760.14%0.57%2.42%Q4 2017Q3 202323
Varma Mutual Pension Insurance Co 23230.06%0.50%1.12%Q1 2018Q3 202323
Beaumont Financial Partners, LLC 23230.09%0.19%0.28%Q1 2017Q3 202223
Ninety One North America, Inc. 23230.38%1.44%2.68%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.08%0.16%0.27%Q4 2017Q2 202323
Whitegate Investment Counselors, Inc. 2210.77%1.04%1.28%Q1 2014Q3 202123
COHEN LAWRENCE B 23230.16%1.77%2.59%Q1 2018Q3 202323
WealthTrust-Arizona, LLC 23230.00%0.03%0.08%Q2 2013Q4 201823
Pendal Group Ltd 23230.02%0.14%0.61%Q2 2017Q4 202223
Lenox Wealth Advisors, LLC 1910.00%0.02%0.04%Q2 2013Q1 202223
Bristol Gate Capital Partners Inc. 1853.53%4.42%5.12%Q4 2014Q3 202323
FMA ADVISORY INC 1910.10%1.56%2.21%Q3 2013Q3 202123
Hudock, Inc. 2110.00%0.11%0.18%Q1 2018Q3 202322
SADOFF INVESTMENT MANAGEMENT LLC 2110.02%0.04%0.06%Q1 2017Q3 202222
Hedeker Wealth, LLC 22220.04%0.61%0.94%Q4 2014Q1 202022
LSV ASSET MANAGEMENT 2010.00%0.00%0.00%Q3 2013Q1 202322
MOODY NATIONAL BANK TRUST DIVISION 2020.01%0.35%0.59%Q3 2013Q3 202322
WADE G W & INC 22220.04%0.12%0.20%Q2 2018Q3 202322
NICOLET BANKSHARES INC 22220.09%0.46%0.90%Q2 2018Q3 202322
WATERS PARKERSON & CO., LLC 22220.02%0.02%0.03%Q2 2018Q3 202322
Cox Capital Mgt LLC 22220.97%1.62%2.83%Q2 2018Q3 202322
WAFRA INC. 1530.31%1.98%3.04%Q3 2015Q3 202322
Foundations Investment Advisors, LLC 22220.08%0.25%0.65%Q2 2018Q3 202322
Winthrop Advisory Group LLC 22220.13%0.20%0.28%Q2 2018Q3 202322
Avitas Wealth Management LLC 22220.79%1.45%2.08%Q2 2018Q3 202322
Certified Advisory Corp 11111.19%1.49%1.76%Q4 2017Q3 202322
Prime Capital Investment Advisors, LLC 22220.01%0.19%0.53%Q2 2018Q3 202322
First Eagle Investment Management, LLC 22220.38%0.54%0.71%Q2 2013Q3 201822
Sound Income Strategies, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
Advisors Capital Management, LLC 22220.02%0.44%0.74%Q2 2018Q3 202322
Legacy Financial Advisors, Inc. 1390.04%0.17%0.30%Q4 2017Q3 202322
STABLEFORD CAPITAL II LLC 2020.72%1.70%2.72%Q1 2018Q3 202322
Solstein Capital, LLC 1640.00%1.20%8.66%Q4 2017Q3 202322
Vanguard Capital Wealth Advisors 1212.10%3.19%4.23%Q4 2017Q3 202322
ALPHA WINDWARD LLC 22220.10%0.21%0.38%Q2 2015Q3 202022
MARTIN & CO INC /TN/ 22220.42%0.53%0.61%Q2 2018Q3 202322
Buckley Wealth Management, LLC 22220.27%0.36%0.44%Q2 2018Q3 202322
Laurel Grove Capital, LLC 22221.02%1.66%2.49%Q2 2013Q3 201822
Arrow Capital Management, LLC 1484.77%7.77%11.97%Q2 2013Q3 202222
Lester Murray Antman dba SimplyRich 1840.44%0.72%0.99%Q4 2017Q3 202322
Cutter & CO Brokerage, Inc. 1530.07%0.15%0.40%Q1 2017Q3 202322
Ninepoint Partners LP 1620.06%0.18%0.39%Q3 2017Q3 202322
Csenge Advisory Group 1750.02%0.15%0.19%Q3 2017Q3 202322
Beaton Management Co. Inc. 22220.25%0.33%0.41%Q2 2018Q3 202322
TIGER MANAGEMENT L.L.C. 1230.32%1.34%5.07%Q2 2013Q1 202322
Geneva Partners, LLC 22220.17%0.90%3.91%Q2 2018Q3 202322
First Heartland Consultants, Inc. 22220.03%0.13%0.25%Q2 2018Q3 202322
CFO4Life Group, LLC 22221.01%1.36%1.86%Q2 2018Q3 202322
Fieldpoint Private Securities, LLC 22220.01%0.41%0.82%Q1 2017Q2 202222
Wallace Capital Management Inc. 22220.03%0.06%0.14%Q2 2018Q3 202322
ZEKE CAPITAL ADVISORS, LLC 1410.01%0.20%0.37%Q3 2016Q4 202222
Sageworth Trust Co 2010.00%0.01%0.03%Q2 2017Q1 202322
Fusion Family Wealth LLC 1410.03%0.06%0.09%Q4 2016Q3 202322
Cornerstone Advisors, Inc. 22220.01%0.10%0.29%Q1 2014Q2 201922
Liberty Mutual Group Asset Management Inc. 22220.11%0.19%0.31%Q2 2013Q3 201822
Institute for Wealth Management, LLC. 2010.21%0.57%0.77%Q2 2017Q3 202322
WEALTHSOURCE PARTNERS, LLC 22220.06%0.10%0.15%Q2 2018Q3 202322
Cable Hill Partners, LLC 1840.01%0.04%0.06%Q4 2014Q3 202322
Frontier Wealth Management LLC 1840.05%0.34%0.70%Q4 2016Q2 202222
CITIZENS & NORTHERN CORP 22220.15%1.12%1.62%Q2 2018Q3 202322
TRUE Private Wealth Advisors 1610.02%0.04%0.07%Q4 2017Q3 202322
EADS & HEALD WEALTH MANAGEMENT 22220.14%0.30%0.52%Q2 2018Q3 202322
Canal Capital Management, LLC 22220.16%0.22%0.34%Q2 2018Q3 202322
Segment Wealth Management, LLC 22220.07%0.13%0.19%Q2 2018Q3 202322
LVW Advisors, LLC 22220.07%0.28%0.45%Q2 2018Q3 202322
Veritas Investment Management LLP 22220.24%7.06%9.11%Q2 2015Q3 202022
Cumberland Partners Ltd 22220.19%0.67%1.62%Q2 2018Q3 202322
EQUITABLE TRUST CO 22220.88%1.32%1.71%Q2 2018Q3 202322
Blackhawk Capital Partners LLC. 1440.15%0.22%0.32%Q4 2017Q3 202322
RELIANCE TRUST CO OF DELAWARE 1390.03%0.06%0.12%Q2 2013Q1 201922
V Wealth Advisors LLC 1910.01%0.44%1.35%Q2 2017Q3 202322
JANICZEK WEALTH MANAGEMENT, LLC 22220.01%0.05%0.17%Q2 2018Q3 202322
Starfire Investment Advisers, Inc. 22220.31%0.49%0.80%Q1 2015Q2 202022
HAMEL ASSOCIATES, INC. 1840.02%0.11%0.15%Q1 2018Q3 202322
B. Riley Wealth Management, Inc. 1660.00%0.38%1.11%Q1 2014Q2 202222
BlueCrest Capital Management Ltd 1010.01%0.17%0.82%Q3 2014Q3 202322
CHARTWELL INVESTMENT PARTNERS, LLC 22220.26%0.51%0.75%Q2 2018Q3 202322
Merit Financial Group, LLC 22220.07%0.13%0.19%Q2 2018Q3 202322
GERMAN AMERICAN BANCORP, INC. 22221.40%1.72%2.02%Q2 2018Q3 202322
C WorldWide Group Holding A/S 1750.01%0.03%0.06%Q3 2014Q4 202222
COZAD ASSET MANAGEMENT INC 22220.28%1.38%2.04%Q2 2018Q3 202322
SMITH ASSET MANAGEMENT GROUP LP 820.04%0.42%0.66%Q2 2013Q1 202121
Truvvo Partners LLC 11100.23%1.52%5.39%Q4 2015Q3 202221
Strategic Blueprint, LLC 20200.06%0.27%1.06%Q4 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.07%0.40%0.95%Q2 2013Q2 201821
Vantage Investment Partners, LLC 21210.07%0.78%3.26%Q3 2018Q3 202321
CAPITAL ONE, NATIONAL ASSOCIATION 21210.09%0.27%0.92%Q2 2013Q2 201821
HANCOCK WHITNEY CORP 21210.06%0.09%0.12%Q3 2018Q3 202321
USA FINANCIAL FORMULAS 820.01%0.45%1.16%Q1 2017Q3 202321
FORT, L.P. 21210.03%0.51%0.88%Q2 2018Q2 202321
Svenska Handelsbanken AB (publ) 21210.06%2.97%4.88%Q4 2015Q4 202021
EXENCIAL WEALTH ADVISORS, LLC 21210.06%0.53%1.10%Q3 2018Q3 202321
BBR PARTNERS, LLC 21210.04%0.25%0.59%Q3 2018Q3 202321
DOLIVER ADVISORS, LP 21210.29%0.52%0.78%Q4 2018Q4 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.04%0.08%0.13%Q4 2017Q4 202221
Plancorp, LLC 1920.02%0.10%0.24%Q4 2016Q3 202321
WASATCH ADVISORS LP 21210.02%0.06%0.11%Q2 2013Q2 201821
Cipher Capital LP 610.02%0.42%1.58%Q2 2014Q2 202321
SignalPoint Asset Management, LLC 21210.09%0.19%0.26%Q3 2018Q3 202321
Hills Bank & Trust Co 21210.06%0.69%0.97%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.09%0.17%0.33%Q1 2017Q3 202321
GREATMARK INVESTMENT PARTNERS, INC. 21210.04%0.09%0.15%Q3 2018Q3 202321
Clarius Group, LLC 21210.13%0.32%0.47%Q3 2018Q3 202321
ATALANTA SOSNOFF CAPITAL, LLC 1220.01%1.10%2.34%Q2 2013Q2 202221
Capital International, Inc./CA/ 21210.28%0.94%1.93%Q3 2018Q3 202321
Highlander Capital Management, LLC 21210.04%0.05%0.07%Q3 2018Q3 202321
Clear Perspective Advisors, LLC 21210.34%1.57%2.43%Q4 2016Q4 202121
Aevitas Wealth Management, Inc. 21210.65%0.93%1.14%Q4 2017Q4 202221
IPG Investment Advisors LLC 1290.08%0.37%0.63%Q2 2018Q3 202321
AGF Investments LLC 21210.00%0.74%3.42%Q3 2017Q3 202221
HERMES INVESTMENT MANAGEMENT LTD 21210.02%0.03%0.04%Q2 2013Q2 201821
CWA Asset Management Group, LLC 2010.07%0.20%0.77%Q4 2015Q3 202321
Global X Management CO LLC 21210.00%0.09%0.64%Q2 2013Q2 201821
ARS Wealth Advisors, LLC 21210.42%1.45%1.96%Q2 2016Q2 202121
FCF Advisors LLC 1810.62%1.16%2.28%Q4 2014Q4 202321
Rothschild & Co Wealth Management UK Ltd 2010.00%7.57%10.74%Q2 2018Q3 202321
Impax Asset Management Group plc 21210.04%0.98%2.12%Q3 2018Q3 202321
SANDLER CAPITAL MANAGEMENT 1110.31%1.45%4.91%Q4 2013Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.27%0.52%0.65%Q3 2018Q3 202321
Overbrook Management Corp 21210.71%1.23%2.85%Q3 2018Q3 202321
FULLER & THALER ASSET MANAGEMENT, INC. 21210.01%0.05%0.13%Q2 2013Q2 201821
MUFG Securities EMEA plc 1740.00%0.38%1.78%Q1 2018Q3 202321
Matisse Capital 1740.12%0.27%0.44%Q2 2018Q3 202321
FLPUTNAM INVESTMENT MANAGEMENT CO 1740.01%0.07%0.23%Q1 2018Q3 202321
Elmwood Wealth Management, Inc. 1120.94%1.37%1.92%Q1 2018Q3 202321
Horizon Investments, LLC 1110.02%0.10%0.16%Q1 2016Q3 202321
CATAWBA CAPITAL MANAGEMENT /VA 21210.67%1.06%1.69%Q2 2013Q2 201821
Marshall Wace North America L.P. 1430.05%0.27%0.73%Q2 2013Q3 202121
E&G Advisors, LP 21210.09%0.21%0.27%Q3 2018Q3 202321
Heritage Wealth Advisors 21210.02%1.04%2.24%Q3 2018Q3 202321
OGOREK ANTHONY JOSEPH /NY/ /ADV 21210.00%0.20%0.87%Q3 2018Q3 202321
Quantitative Systematic Strategies LLC 1220.11%0.44%1.21%Q1 2014Q2 202121
Seven Post Investment Office LP 21210.11%0.16%0.25%Q3 2018Q3 202321
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1740.60%1.11%1.65%Q4 2017Q3 202321
BANCED CORP 11100.38%1.07%1.95%Q2 2013Q4 201821
Catalyst Capital Advisors LLC 1410.01%0.17%1.11%Q2 2013Q3 202321
IMPAX ASSET MANAGEMENT LLC 21210.04%0.15%0.42%Q2 2013Q2 201821
Cedar Brook Financial Partners, LLC 20200.14%0.25%0.36%Q4 2018Q3 202320
Essex Savings Bank 20200.38%0.50%0.66%Q4 2018Q3 202320
Centric Wealth Management 20200.76%1.08%1.64%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.75%0.92%1.19%Q4 2018Q3 202320
TIEMANN INVESTMENT ADVISORS, LLC 1610.10%0.15%0.22%Q4 2014Q3 202320
Wambolt & Associates, LLC 20200.50%0.62%0.89%Q4 2018Q3 202320
BRINKER CAPITAL INC 1910.04%0.31%0.72%Q2 2015Q2 202020
Oribel Capital Management, LP 810.28%2.04%8.68%Q1 2017Q2 202320
Laurel Wealth Advisors LLC 20201.78%2.05%2.46%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.06%0.10%0.15%Q4 2018Q3 202320
TRILOGY GLOBAL ADVISORS LP 20201.23%2.77%3.79%Q1 2014Q4 201820
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.04%0.10%0.15%Q4 2018Q3 202320
Willingdon Wealth Management 20200.00%0.41%1.14%Q2 2015Q1 202020
WISCONSIN CAPITAL MANAGEMENT LLC 20203.57%4.70%5.58%Q4 2018Q3 202320
Claro Advisors LLC 20200.15%0.26%0.33%Q4 2018Q3 202320
SlateStone Wealth, LLC 20200.23%0.36%0.75%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.09%0.12%0.16%Q4 2018Q3 202320
Sustainable Insight Capital Management, LLC 1280.09%0.55%1.65%Q2 2018Q3 202320
MBM Wealth Consultants, LLC 20200.11%0.26%0.56%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.04%0.13%0.20%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.87%1.18%1.47%Q4 2018Q3 202320
Cannell & Co. 1910.01%0.04%0.06%Q3 2015Q3 202320
FinTrust Capital Advisors, LLC 20200.06%0.13%0.30%Q4 2018Q3 202320
DFPG INVESTMENTS, LLC 20200.14%0.48%1.15%Q4 2018Q3 202320
Radnor Capital Management, LLC 1420.07%0.15%0.39%Q2 2018Q3 202320
Summit Trail Advisors, LLC 1640.07%0.17%0.50%Q4 2017Q3 202320
Eukles Asset Management 20202.28%2.82%3.52%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.03%0.09%0.16%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.42%0.66%1.07%Q3 2017Q2 202220
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.17%0.28%0.45%Q1 2013Q4 201720
Sterling Investment Advisors, Ltd. 1910.00%0.02%0.03%Q2 2017Q2 202220
Ellevest, Inc. 20200.01%0.07%0.17%Q4 2018Q3 202320
Drexel Morgan & Co. 1370.11%0.28%0.41%Q2 2013Q1 202120
Dynamic Technology Lab Private Ltd 510.04%0.18%0.44%Q2 2014Q3 202320
Archer Investment Corp 20200.41%0.58%0.75%Q4 2018Q3 202320
Moisand Fitzgerald Tamayo, LLC 1640.00%0.01%0.02%Q3 2017Q3 202320
Sentry Investments Corp. 20200.04%0.90%1.86%Q2 2013Q1 201820
Fort Sheridan Advisors LLC 20200.85%1.13%1.52%Q4 2018Q3 202320
Bienville Capital Management, LLC 1910.02%0.29%0.98%Q2 2016Q3 202320
New Jersey Better Educational Savings Trust 1910.31%1.29%2.02%Q1 2016Q3 202320
PRIVATE CAPITAL MANAGEMENT LLC 20200.21%0.37%0.52%Q4 2018Q3 202320
CHICAGO TRUST Co NA 20200.12%0.33%0.68%Q4 2018Q3 202320
Strategic Wealth Partners, Ltd. 1020.00%0.15%0.48%Q4 2017Q1 202320
Tolleson Wealth Management, Inc. 20200.61%0.97%1.74%Q4 2018Q3 202320
Ashfield Capital Partners, LLC 1550.03%0.06%0.10%Q2 2013Q2 201820
Prestige Wealth Management Group LLC 20200.03%0.22%0.48%Q4 2018Q3 202320
CenturyLink Investment Management Co 1130.14%0.52%1.23%Q2 2013Q1 202020
Fulcrum Capital LLC 20201.87%2.71%3.53%Q4 2018Q3 202320
AEGON ASSET MANAGEMENT UK PLC 1730.03%0.30%0.97%Q2 2015Q1 202320
L & S Advisors Inc 1410.05%0.34%1.29%Q4 2014Q3 202320
Endurance Wealth Management, Inc. 1910.00%0.01%0.02%Q2 2015Q2 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.04%0.11%0.30%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.00%0.24%0.99%Q4 2013Q3 201820
Triangle Securities Wealth Management 1910.12%0.17%0.23%Q4 2015Q3 202320
Atwater Malick LLC 20200.25%0.33%0.40%Q4 2018Q3 202320
Van Hulzen Asset Management, LLC 1710.03%0.12%0.63%Q3 2015Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.05%0.15%Q4 2014Q3 201920
Foster Victor Wealth Advisors, LLC 20200.37%1.63%2.11%Q4 2018Q3 202320
Qtron Investments LLC 20200.36%0.72%1.08%Q4 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.02%0.04%0.05%Q2 2016Q1 202120
SYCOMORE ASSET MANAGEMENT 20201.85%3.12%5.10%Q4 2018Q3 202320
Northeast Financial Consultants Inc 1910.06%0.21%0.34%Q3 2018Q3 202320
Knuff & Co LLC 20200.04%0.53%0.86%Q4 2018Q3 202320
Executive Wealth Management, LLC 20200.28%0.44%0.58%Q4 2018Q3 202320
CREATIVE FINANCIAL DESIGNS INC /ADV 1510.00%0.03%0.07%Q4 2016Q3 202320
MIROVA 20200.35%1.95%7.79%Q4 2018Q3 202320
BARR E S & CO 1910.02%1.17%1.90%Q3 2018Q3 202320
TFG Advisers LLC 20200.30%0.43%0.59%Q4 2018Q3 202320
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1280.01%0.02%0.06%Q4 2013Q3 202320
Larson Financial Group LLC 20200.00%0.02%0.04%Q4 2018Q3 202320
Lombard Odier Asset Management (USA) Corp 1610.01%0.72%2.51%Q2 2014Q3 202220
AFFINITY WEALTH MANAGEMENT LLC 20200.62%1.41%5.61%Q4 2018Q3 202320
Mascoma Wealth Management LLC 1110.01%0.03%0.05%Q4 2016Q3 202320
Godshalk Welsh Capital Management, Inc. 1410.14%0.23%0.27%Q4 2014Q3 202320
ERTS Wealth Advisors, LLC 20200.12%0.28%0.58%Q4 2018Q3 202320
London & Capital Asset Management Ltd 20200.11%1.83%4.47%Q4 2018Q3 202320
American Portfolios Advisors 20200.12%0.17%0.22%Q4 2017Q3 202220
OSSIAM 20200.00%0.20%3.40%Q4 2018Q3 202320
Jupiter Investment Management Ltd 1110.02%1.20%2.37%Q3 2013Q2 202020
Wellesley Investment Partners, LLC 20200.33%0.45%0.59%Q4 2015Q3 202020
BOK Financial Private Wealth, Inc. 20200.03%0.52%1.06%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.01%0.03%0.10%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.57%0.78%0.92%Q4 2017Q3 202220
WealthBridge Capital Management, LLC 20200.18%0.24%0.29%Q4 2018Q3 202320
RITHOLTZ WEALTH MANAGEMENT 19190.00%0.14%0.31%Q1 2019Q3 202320
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 20200.07%0.20%0.41%Q4 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.41%0.51%0.71%Q2 2013Q1 201820
Cooper Financial Group 20200.07%0.18%0.26%Q4 2018Q3 202320
VeraBank, N.A. 20200.60%0.80%1.05%Q4 2018Q3 202320
Sowell Financial Services LLC 1010.02%0.36%0.52%Q4 2016Q3 202320
Outlook Wealth Advisors, LLC 20200.07%0.20%0.33%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.08%0.12%0.31%Q4 2018Q3 202320
Incline Global Management LLC 10100.84%4.18%7.75%Q2 2018Q2 202320
GARRISON POINT ADVISORS, LLC 20201.19%1.39%1.58%Q4 2018Q3 202320
Mizuho Securities Co. Ltd. 20200.00%0.63%4.31%Q4 2018Q3 202320
CX Institutional 20200.04%0.14%0.42%Q4 2018Q3 202320
Farmers & Merchants Trust Co of Long Beach 20200.18%0.32%0.48%Q4 2018Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.40%0.62%0.90%Q4 2018Q3 202320
Corbenic Partners LLC 1190.01%0.03%0.04%Q4 2015Q2 202220
Zions Bancorporation, N.A. 20200.06%0.17%0.90%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.13%0.17%0.22%Q4 2018Q3 202320
TIVERTON ASSET MANAGEMENT LLC 20200.53%0.97%1.85%Q4 2014Q3 201920
ASHMORE WEALTH MANAGEMENT LLC 20201.68%3.40%4.03%Q4 2014Q3 201920
Paradigm Financial Partners, LLC 20201.16%1.50%1.76%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.28%0.41%0.48%Q4 2015Q3 202020
Karp Capital Management Corp 1310.00%0.50%0.87%Q4 2014Q3 202220
Financial Gravity Asset Management, Inc. 1230.00%0.29%0.71%Q1 2018Q3 202320
MARINO, STRAM & ASSOCIATES LLC 1460.05%0.21%1.78%Q4 2017Q3 202320
MEANS INVESTMENT CO., INC. 20200.10%0.13%0.18%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.13%0.29%0.48%Q4 2018Q3 202320
Gladstone Institutional Advisory LLC 20200.17%0.24%0.39%Q4 2018Q3 202320
Old Port Advisors 1810.21%0.25%0.31%Q2 2018Q3 202320
Kinneret Advisory, LLC 20200.38%0.64%1.34%Q4 2018Q3 202320
Capital Investment Advisory Services, LLC 20200.06%0.19%0.26%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.15%0.28%0.65%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.57%0.78%1.24%Q4 2018Q3 202320
Fernwood Investment Management, LLC 1910.12%0.15%0.17%Q3 2018Q3 202320
FORTEM FINANCIAL GROUP, LLC 20200.27%1.41%2.93%Q4 2018Q3 202320
Vectors Research Management, LLC 1640.05%0.09%0.15%Q3 2018Q3 202320
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1910.00%0.00%0.00%Q3 2018Q3 202320
Bridgewater Associates 710.00%0.19%0.83%Q4 2013Q3 202319
CAPITAL MANAGEMENT ASSOCIATES /NY/ 1540.28%1.45%2.64%Q1 2015Q4 202119
Symmetry Partners, LLC 1450.12%0.18%0.31%Q4 2018Q4 202319
Pinnacle Wealth Management Advisory Group, LLC 19190.10%0.57%0.85%Q1 2019Q3 202319
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1810.08%0.26%0.38%Q2 2018Q3 202319
Ferris Capital, LLC 1630.15%0.37%0.73%Q2 2017Q1 202219
GYL FINANCIAL SYNERGIES, LLC 1720.06%0.16%0.33%Q4 2018Q3 202319
Arden Trust Co 19190.06%0.13%0.21%Q2 2019Q4 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.10%0.18%0.32%Q1 2019Q3 202319
Wealthspire Advisors, LLC 1810.02%0.13%0.32%Q4 2018Q3 202319
Elefante Mark B 19194.38%5.22%8.41%Q4 2015Q2 202019
WEALTHFRONT Corp 19190.01%0.05%0.10%Q1 2014Q3 201819
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
NorthCoast Asset Management LLC 1610.04%0.88%2.41%Q2 2013Q3 202119
Stratos Wealth Advisors, LLC 1540.03%0.14%0.34%Q4 2018Q3 202319
Investidor Profissional Gestao de Recursos Ltda. 1541.28%5.13%10.75%Q4 2017Q3 202319
EASTERN BANK 19190.18%0.22%0.28%Q1 2019Q3 202319
SUMMITRY LLC 19191.78%2.91%3.68%Q1 2019Q3 202319
ESSEX INVESTMENT MANAGEMENT CO LLC 1420.00%0.08%0.66%Q3 2013Q3 202319
CMH Wealth Management LLC 19191.10%1.33%1.86%Q1 2019Q3 202319
Edge Capital Group, LLC 19190.02%0.07%0.16%Q1 2019Q3 202319
Israel Discount Bank of New York 1090.30%0.77%1.12%Q4 2018Q3 202319
BI Asset Management Fondsmaeglerselskab A/S 1720.12%0.43%0.95%Q2 2018Q3 202319
ACG Wealth 1610.03%0.05%0.08%Q1 2017Q2 202219
Realta Investment Advisors 19190.40%0.51%0.62%Q1 2019Q3 202319
Keudell/Morrison Wealth Management 19190.11%0.29%0.49%Q1 2019Q3 202319
Ruane, Cunniff & Goldfarb 19192.04%3.36%5.37%Q2 2013Q4 201719
Bremer Bank National Association 19190.35%0.71%1.03%Q1 2019Q3 202319
Cornerstone Wealth Group, LLC 19190.11%0.26%0.76%Q1 2019Q3 202319
Waverton Investment Management Ltd 19190.08%1.44%2.40%Q2 2013Q4 201719
Jupiter Wealth Management LLC 19192.76%4.00%5.95%Q1 2019Q3 202319
Principal Street Partners, LLC 19190.26%0.43%0.85%Q1 2019Q3 202319
InterOcean Capital, LLC 1810.06%1.12%2.26%Q2 2014Q2 202019
IMS Capital Management 1810.10%0.39%0.80%Q3 2018Q3 202319
Wesleyan Assurance Society 19190.59%0.93%1.10%Q1 2019Q3 202319
Altman Advisors, Inc. 1810.71%1.55%2.08%Q4 2018Q3 202319
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q1 2018Q3 202319
Circle Wealth Management, LLC 19190.05%0.35%0.60%Q1 2019Q3 202319
First National Bank of South Miami 19190.00%0.16%0.31%Q4 2018Q2 202319
BURNS J W & CO INC/NY 1420.05%0.05%0.06%Q1 2018Q3 202319
Gardiner Nancy B 19192.87%3.42%5.04%Q4 2015Q2 202019
Brand Asset Management Group, Inc. 19190.02%0.26%0.61%Q1 2019Q3 202319
LGL PARTNERS, LLC 19190.07%0.44%0.90%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Peachtree Investment Partners, LLC 1362.39%6.37%10.39%Q4 2018Q3 202319
SAGE RHINO CAPITAL LLC 19190.10%0.13%0.16%Q1 2019Q3 202319
United Bank 19190.18%0.85%1.46%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.10%0.12%0.17%Q3 2018Q3 202319
Enterprise Bank & Trust Co 19190.81%1.17%1.33%Q1 2019Q3 202319
Sepio Capital, LP 19190.07%0.25%0.40%Q1 2019Q3 202319
CASTLEARK MANAGEMENT LLC 1510.61%2.42%3.79%Q2 2013Q3 202319
ROMAN BUTLER FULLERTON & CO 19192.39%2.97%3.30%Q1 2019Q3 202319
Rice Partnership, LLC 1410.08%0.18%0.42%Q3 2018Q3 202319
Fairhaven Wealth Management, LLC 1720.79%1.04%1.48%Q4 2018Q3 202319
Ridgewood Investments LLC 1720.04%0.26%0.38%Q4 2017Q2 202319
Lenox Wealth Management, Inc. 19190.00%0.10%0.29%Q4 2015Q2 202019
Crescent Park Management, L.P. 1450.18%1.97%4.59%Q1 2018Q2 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.19%0.40%0.69%Q1 2019Q3 202319
WEATHERLY ASSET MANAGEMENT L. P. 19190.07%0.14%0.24%Q1 2019Q3 202319
PARTHENON LLC 19190.04%0.05%0.06%Q1 2019Q3 202319
Private Capital Group, LLC 19190.09%0.19%0.41%Q4 2017Q2 202219
IFC Holdings Incorporated/FL 19190.16%0.20%0.25%Q2 2013Q4 201719
LITTLE HOUSE CAPITAL LLC 1090.69%1.75%2.93%Q4 2018Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.10%0.12%0.20%Q2 2018Q4 202219
StoneX Group Inc. 1610.06%0.21%0.58%Q2 2017Q3 202219
Lantz Financial LLC 19190.15%0.19%0.25%Q1 2019Q3 202319
Cambridge Financial Group, Inc. 1612.88%3.31%3.76%Q2 2018Q3 202319
WEDGE CAPITAL MANAGEMENT L L P/NC 1420.00%0.01%0.01%Q2 2018Q3 202319
9258 Wealth Management, LLC 1810.18%0.28%0.38%Q4 2018Q3 202319
Crow Point Partners, LLC 1330.77%2.03%4.04%Q1 2014Q3 201919
Odey Asset Management Group Ltd 1210.00%0.20%1.12%Q2 2013Q2 202019
Claret Asset Management Corp 1410.04%0.06%0.10%Q3 2018Q3 202319
Western Wealth Management, LLC 1180.22%0.36%0.49%Q4 2018Q3 202319
Granite Investment Partners, LLC 1810.01%0.02%0.02%Q3 2018Q3 202319
COMERICA SECURITIES,INC. 19190.57%0.74%0.93%Q1 2019Q3 202319
Genesee Capital Advisors, LLC 1090.13%1.08%2.58%Q4 2018Q3 202319
BENJAMIN EDWARDS INC 19190.36%0.60%1.10%Q1 2019Q3 202319
Altium Wealth Management LLC 19190.21%0.32%0.42%Q4 2017Q2 202219
Investors Research Corp 19190.00%0.01%0.01%Q1 2019Q3 202319
Coronation Fund Managers Ltd. 1270.03%0.49%1.04%Q2 2016Q3 202319
Baader Bank Aktiengesellschaft 880.10%0.56%0.96%Q4 2021Q3 202319
Inlet Private Wealth, LLC 19190.23%0.55%0.74%Q1 2019Q3 202319
Lee Capital Holdings LLC 19191.39%2.67%5.31%Q2 2018Q4 202219
MOSELEY INVESTMENT MANAGEMENT INC 19190.24%0.37%0.62%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19192.12%2.85%3.42%Q2 2013Q4 201719
Weiss Multi-Strategy Advisers LLC 610.01%0.18%0.70%Q2 2013Q3 202318
RAINIER INVESTMENT MANAGEMENT LLC 18180.37%0.72%1.41%Q2 2013Q3 201718
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 1410.01%0.02%0.02%Q3 2018Q3 202318
CAMBRIDGE TRUST CO 18180.02%0.04%0.06%Q2 2019Q3 202318
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1710.02%0.04%0.06%Q3 2018Q3 202318
Baskin Financial Services Inc. 18180.04%0.07%0.09%Q2 2019Q3 202318
Progressive Investment Management Corp 18181.90%2.43%2.87%Q2 2019Q3 202318
Truvestments Capital LLC 610.00%0.06%0.18%Q2 2018Q3 202318
CAPITAL GUARDIAN TRUST CO 1410.00%0.00%0.01%Q4 2013Q1 201918
Joel Isaacson & Co., LLC 1710.00%0.03%0.04%Q4 2016Q3 202318
Bryn Mawr Capital Management, LLC 1440.11%0.28%0.68%Q1 2019Q3 202318
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 18180.08%0.27%0.52%Q2 2019Q3 202318
Accuvest Global Advisors 710.00%0.76%3.28%Q4 2016Q2 202318
United American Securities Inc. (d/b/a UAS Asset Management) 1710.46%4.66%8.58%Q3 2017Q2 202218
WASHINGTON TRUST Co 1510.01%0.02%0.03%Q2 2018Q3 202318
NIPPON LIFE INSURANCE CO 18180.07%0.11%0.16%Q2 2013Q3 201718
Ninety One SA (PTY) Ltd 1530.04%1.47%4.89%Q1 2018Q3 202318
FOUNDERS FINANCIAL SECURITIES LLC 18180.07%0.12%0.17%Q2 2019Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.15%0.22%0.29%Q2 2013Q3 201718
Premier Fund Managers Ltd 18180.01%1.04%3.75%Q2 2019Q3 202318
Willow Creek Wealth Management Inc. 18180.06%0.10%0.15%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.04%0.07%0.10%Q2 2013Q3 201718
ORLEANS CAPITAL MANAGEMENT CORP/LA 1441.14%1.95%2.87%Q1 2019Q3 202318
Nationwide Fund Advisors 18180.16%0.25%0.42%Q2 2013Q3 201718
Compton Wealth Advisory Group, LLC 1410.10%0.25%0.44%Q4 2018Q3 202318
CreativeOne Wealth, LLC 18180.05%0.18%0.29%Q2 2019Q3 202318
HARBOR INVESTMENT ADVISORY, LLC 16160.00%1.41%2.34%Q4 2019Q3 202318
SUN LIFE FINANCIAL INC 18180.00%0.05%0.10%Q4 2016Q1 202118
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 610.02%0.18%0.34%Q4 2014Q3 202318
Princeton Global Asset Management LLC 18180.00%0.02%0.06%Q2 2019Q3 202318
CONTINENTAL ADVISORS LLC 1120.08%0.66%3.46%Q2 2013Q1 201818
Windsor Wealth Management, Inc. 18180.20%0.34%0.51%Q4 2017Q1 202218
NAPLES GLOBAL ADVISORS, LLC 1440.03%0.05%0.10%Q1 2019Q3 202318
Braun-Bostich & Associates Inc. 1230.15%0.55%0.95%Q4 2017Q2 202318
Krilogy Financial LLC 1110.01%0.05%0.13%Q3 2015Q1 202318
BOYS ARNOLD & CO INC 1620.07%0.15%0.31%Q3 2015Q1 202018
Scott & Selber, Inc. 18180.70%0.98%1.41%Q2 2019Q3 202318
Rossmore Private Capital 1710.01%0.53%0.85%Q4 2017Q3 202318
SteelPeak Wealth, LLC 16160.01%0.09%0.17%Q4 2019Q3 202318
CYPRESS CAPITAL MANAGEMENT LLC 18180.14%0.17%0.20%Q2 2018Q3 202218
FORTALEZA ASSET MANAGEMENT INC/ 18180.79%1.50%2.74%Q2 2013Q3 201718
SEVEN EIGHT CAPITAL, LP 510.09%0.57%1.40%Q3 2014Q1 202318
GENESEE VALLEY TRUST CO 18180.20%0.37%0.51%Q4 2013Q1 201818
Semmax Financial Advisors Inc. 1710.22%0.95%1.34%Q4 2018Q3 202318
Westhampton Capital, LLC 18180.86%0.94%1.10%Q2 2019Q3 202318
ExodusPoint Capital Management, LP 1210.00%0.11%0.80%Q4 2018Q3 202318
Thomas J. Herzfeld Advisors, Inc. 1440.00%0.02%0.04%Q4 2016Q3 202318
Milestone Resources Group Ltd 1352.67%4.21%7.51%Q4 2017Q3 202318
Tranquility Partners, LLC 18181.06%1.33%1.65%Q2 2019Q3 202318
NuWave Investment Management, LLC 1010.02%0.27%0.87%Q2 2013Q3 202218
Sound View Wealth Advisors Group, LLC 18180.06%0.09%0.11%Q2 2019Q3 202318
Fairbanks Capital Management, Inc. 18180.42%3.12%4.05%Q2 2019Q3 202318
Weaver Consulting Group 1440.03%0.11%0.14%Q1 2019Q3 202318
UBS AG 660.01%0.06%0.26%Q2 2013Q3 201418
Cordatus Wealth Management LLC 1040.09%1.68%4.61%Q4 2018Q3 202318
NATIONAL PLANNING CORP 18180.03%0.07%0.11%Q2 2013Q3 201718
Phoenix Holdings Ltd. 17170.02%0.92%1.45%Q3 2019Q3 202318
Campbell Wealth Management 18180.04%0.05%0.06%Q1 2019Q2 202318
DORCHESTER WEALTH MANAGEMENT Co 1440.09%0.14%0.20%Q1 2019Q3 202318
Barrington Strategic Wealth Management Group LLC 18180.92%1.06%1.18%Q2 2013Q3 201718
MANNING & NAPIER ADVISORS LLC 18180.00%1.55%2.81%Q2 2013Q3 201718
SANDERS MORRIS HARRIS LLC 1420.05%0.40%1.77%Q1 2016Q3 202318
South Street Advisors LLC 18181.26%1.75%3.02%Q2 2019Q3 202318
Alexandria Capital, LLC 18180.00%0.01%0.02%Q2 2013Q3 201718
Ratan Capital Management LP 18180.74%2.03%4.64%Q2 2019Q3 202318
Virtu KCG Holdings LLC 16160.02%0.10%0.38%Q3 2013Q2 201718
WHALEROCK POINT PARTNERS, LLC 18180.17%1.45%1.81%Q2 2019Q3 202318
Gladius Capital Management LP 1010.00%0.06%0.26%Q2 2018Q3 202318
Vestmark Advisory Solutions, Inc. 1530.14%0.28%0.37%Q1 2019Q3 202318
Rikoon Group, LLC 18180.15%0.38%0.66%Q4 2016Q1 202118
Pegasus Partners Ltd. 1710.05%0.36%0.62%Q3 2018Q3 202318
Tidal Investments LLC 1170.08%0.39%0.65%Q4 2018Q3 202318
I.G. INVESTMENT MANAGEMENT, LTD. 18180.05%0.21%0.36%Q2 2013Q3 201718
WORLDQUANT MILLENNIUM ADVISORS LLC 1350.01%0.16%0.48%Q1 2019Q3 202318
ELEMENT POINTE ADVISORS, LLC 18180.06%0.14%0.22%Q2 2019Q3 202318
Modera Wealth Management, LLC 18180.04%0.08%0.15%Q2 2019Q3 202318
SHEETS SMITH WEALTH MANAGEMENT 1110.04%0.28%0.44%Q1 2013Q2 202218
Greenline Partners, LLC 1710.15%0.72%0.86%Q4 2017Q3 202318
Keystone Financial Group 1620.07%0.08%0.10%Q1 2019Q3 202318
Aries Wealth Management 1260.17%0.20%0.24%Q1 2019Q3 202318
PointState Capital LP 1310.01%1.85%4.54%Q2 2015Q3 202118
NORTHERN CAPITAL MANAGEMENT LLC 18180.24%0.36%0.47%Q3 2014Q4 201818
HEADINVEST, LLC 18180.07%0.26%0.42%Q2 2019Q3 202318
Modus Advisors, LLC 17170.73%0.98%1.15%Q4 2019Q4 202317
ARTHUR M. COHEN & ASSOCIATES, LLC 17170.07%0.31%0.44%Q3 2019Q3 202317
ArrowMark Colorado Holdings LLC 1430.01%0.01%0.02%Q1 2016Q1 202117
Nikko Asset Management Americas, Inc. 17170.02%0.04%0.07%Q4 2013Q4 201717
MU Investments Co., Ltd. 1430.02%0.09%0.30%Q2 2013Q4 201717
Avidian Wealth Solutions, LLC 17170.02%0.04%0.06%Q3 2019Q3 202317
LMCG INVESTMENTS, LLC 1070.27%0.69%1.48%Q2 2013Q3 202317
Freestone Capital Holdings, LLC 17170.02%0.38%0.59%Q3 2019Q3 202317
Bluefin Trading, LLC 810.01%0.11%0.68%Q2 2013Q2 202017
EXCHANGE TRADED CONCEPTS, LLC 17170.00%0.07%0.31%Q4 2019Q4 202317
WFG Advisors, LP 17170.01%0.02%0.04%Q2 2013Q2 201717
Virtu Financial LLC 710.02%0.14%0.41%Q3 2013Q2 202217
WILLIAMS JONES & ASSOCIATES LLC 17170.01%0.02%0.04%Q2 2015Q2 201917
SpiderRock Advisors, LLC 920.00%0.09%0.38%Q1 2017Q3 202317
Quantitative Investment Management, LLC 410.06%0.31%0.76%Q3 2013Q3 202317
Heritage Trust Co 1430.01%0.14%0.21%Q2 2018Q3 202317
SALEM INVESTMENT COUNSELORS INC 1610.00%0.01%0.02%Q2 2017Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.15%0.22%0.29%Q2 2013Q2 201717
Capital Bank & Trust Co 17170.01%0.02%0.03%Q2 2017Q2 202117
MIG Capital, LLC 17173.94%5.42%6.80%Q2 2018Q2 202217
Almanack Investment Partners, LLC. 17170.06%0.10%0.20%Q3 2018Q3 202217
Redwood Investment Management, LLC 1430.03%0.16%0.35%Q2 2019Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.43%0.49%0.67%Q3 2019Q3 202317
Castle Rock Wealth Management, LLC 820.08%0.27%0.66%Q2 2018Q3 202317
IFG Advisory, LLC 710.02%0.09%0.29%Q4 2017Q3 202317
Valmark Advisers, Inc. 17170.01%0.01%0.01%Q3 2019Q3 202317
GENERATION INVESTMENT MANAGEMENT LLP 1161.42%3.39%5.09%Q1 2016Q3 202317
UNIVERSITY OF NOTRE DAME DU LAC 17171.29%1.95%3.66%Q1 2016Q1 202017
Assenagon Asset Management S.A. 1410.01%0.11%1.00%Q4 2017Q3 202317
MACKAY SHIELDS LLC 17170.39%0.54%0.69%Q1 2018Q1 202217
Capital Investment Services of America, Inc. 17170.03%0.04%0.05%Q1 2018Q1 202217
MACROVIEW INVESTMENT MANAGEMENT LLC 820.00%0.01%0.02%Q3 2013Q3 202317
Vigilare Wealth Management 17170.20%0.40%0.60%Q4 2019Q4 202317
WINMILL & CO. INC 17171.04%1.27%1.55%Q3 2019Q3 202317
Independent Portfolio Consultants, Inc. 17170.11%0.29%0.54%Q2 2013Q2 201717
Altshuler Shaham Ltd 910.00%2.00%9.05%Q4 2017Q2 202317
HERNDON CAPITAL MANAGEMENT LLC 17170.04%1.07%2.23%Q2 2013Q2 201717
F3Logic, LLC 17170.02%0.12%0.20%Q4 2018Q4 202217
Ziegler Capital Management, LLC 1520.20%1.35%2.01%Q2 2013Q3 202317
Country Club Trust Company, n.a. 17170.03%0.15%0.25%Q4 2017Q4 202117
Telos Capital Management, Inc. 17170.16%1.19%1.65%Q3 2019Q3 202317
West Branch Capital LLC 17170.15%0.87%1.06%Q3 2019Q3 202317
CRITERION CAPITAL MANAGEMENT LLC 1410.23%1.39%5.62%Q2 2013Q3 201817
Mint Tower Capital Management B.V. 710.00%0.23%0.67%Q4 2019Q3 202317
Geneva Advisors, LLC 17171.84%2.30%2.79%Q2 2013Q2 201717
WESTFIELD CAPITAL MANAGEMENT CO LP 17170.60%0.79%0.96%Q1 2015Q1 201917
KLCM Advisors, Inc. 1340.04%0.07%0.18%Q1 2019Q3 202317
Ilmarinen Mutual Pension Insurance Co 17170.37%0.51%0.68%Q3 2019Q3 202317
PROVIDENT TRUST CO 17170.02%0.02%0.02%Q3 2019Q3 202317
Osborn Williams & Donohoe LLC 17170.16%0.33%0.47%Q1 2016Q1 202017
Apollon Wealth Management, LLC 1430.10%0.29%0.57%Q2 2019Q3 202317
Focused Wealth Management, Inc 1410.00%0.01%0.01%Q2 2018Q3 202317
TimeScale Financial, Inc. 17170.01%0.01%0.02%Q2 2019Q2 202317
InterOcean Capital Group, LLC 12120.00%1.31%2.24%Q4 2020Q3 202317
Sargent Investment Group, LLC 17170.06%0.19%0.42%Q3 2019Q3 202317
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17170.09%0.18%0.25%Q3 2019Q3 202317
CAPE ANN SAVINGS BANK 1520.20%0.62%0.79%Q2 2013Q3 202317
PFS INVESTMENTS INC. 17170.02%0.12%0.21%Q2 2019Q2 202317
WEST CHESTER CAPITAL ADVISORS, INC 610.15%0.45%1.27%Q3 2013Q1 202217
Orgel Wealth Management, LLC 1430.01%0.04%0.09%Q2 2019Q3 202317
Cordasco Financial Network 17170.01%0.01%0.02%Q2 2018Q2 202217
MORGENS WATERFALL VINTIADIS & CO INC 1210.57%1.41%2.94%Q4 2014Q4 202017
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.02%0.06%0.12%Q2 2013Q2 201717
ALTERNA WEALTH MANAGEMENT, INC 980.25%0.54%0.72%Q4 2018Q3 202317
Capital Advisory Group Advisory Services, LLC 810.00%0.04%0.14%Q1 2018Q3 202317
SEEYOND 17170.02%0.17%0.39%Q4 2018Q4 202217
BOWEN HANES & CO INC 17170.16%0.24%0.34%Q3 2019Q3 202317
Global Wealth Management Investment Advisory, Inc. 1520.01%0.04%0.06%Q4 2018Q3 202317
Farmers National Bank 1520.38%0.90%1.59%Q4 2014Q2 201917
FCM INVESTMENTS/TX 17170.06%0.10%0.18%Q2 2013Q2 201717
BKS ADVISORS, LLC 17170.12%0.31%0.72%Q1 2015Q1 201917
BEACH INVESTMENT COUNSEL INC/PA 650.19%1.33%2.37%Q1 2013Q4 202317
WT Wealth Management 17170.66%0.97%1.36%Q3 2019Q3 202317
Jacobsen Capital Management 1430.34%0.80%1.27%Q2 2019Q3 202317
Clear Creek Financial Management, LLC 1250.04%0.10%0.43%Q2 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.03%0.04%0.06%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.19%0.36%0.68%Q3 2019Q3 202317
Ranch Capital Advisors Inc. 17170.19%0.30%0.39%Q3 2019Q3 202317
EVOKE WEALTH, LLC 17170.07%0.29%0.46%Q3 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.18%0.23%0.31%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.05%0.21%0.68%Q4 2019Q4 202317
Palo Capital, Inc. 17170.22%0.53%1.24%Q4 2014Q4 201817
Perennial Investment Advisors, LLC 16160.07%0.35%0.54%Q4 2019Q3 202317
WINTRUST INVESTMENTS LLC 720.02%0.03%0.04%Q2 2018Q3 202317
BSW Wealth Partners 1610.07%0.25%0.38%Q3 2018Q3 202317
Main Street Research LLC 1160.04%0.76%2.92%Q3 2018Q4 202217
Royal Fund Management, LLC 1310.01%0.02%0.03%Q1 2017Q4 202217
COUNTRY TRUST BANK 1310.00%0.00%0.00%Q2 2017Q4 202316
CLIENT 1ST ADVISORY GROUP, LLC 16160.26%0.42%0.62%Q4 2019Q3 202316
AXIOM INVESTORS LLC /DE 16160.03%0.35%0.80%Q1 2018Q4 202116
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.03%Q4 2019Q3 202316
Insight Wealth Strategies, LLC 16160.14%0.29%0.51%Q4 2018Q3 202216
MAGEE THOMSON INVESTMENT PARTNERS LLC 16162.31%4.31%5.93%Q2 2013Q1 201716
M&G INVESTMENT MANAGEMENT LTD 16160.19%0.53%0.97%Q4 2019Q3 202316
First National Bank of Hutchinson 970.16%0.33%0.55%Q3 2019Q3 202316
AJO, LP 1110.00%0.21%0.44%Q2 2013Q3 202016
Clarity Wealth Advisors, LLC 16160.27%0.35%0.48%Q4 2019Q3 202316
BROOKTREE CAPITAL MANAGEMENT 16160.16%1.65%3.02%Q4 2019Q3 202316
MITCHELL CAPITAL MANAGEMENT CO 970.78%0.99%1.43%Q3 2019Q3 202316
Polar Asset Management Partners Inc. 510.00%0.33%1.02%Q2 2014Q4 202216
Amici Capital, LLC 15150.61%1.50%2.77%Q2 2013Q4 201616
Equitable Holdings, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Frisch Financial Group, Inc. 16160.08%0.13%0.21%Q4 2019Q3 202316
GLG LLC 16160.11%0.34%0.54%Q1 2014Q4 201716
SUMMIT FINANCIAL GROUP, INC. 910.08%0.46%1.03%Q2 2017Q3 202116
JANUS HENDERSON INVESTORS US LLC 16160.99%1.26%1.41%Q2 2013Q1 201716
Quadrature Capital Ltd 310.03%0.87%2.73%Q4 2015Q2 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.53%0.64%0.76%Q4 2019Q3 202316
PFG Advisors 16160.10%0.14%0.18%Q4 2019Q3 202316
EVERMAY WEALTH MANAGEMENT LLC 16160.08%0.11%0.14%Q4 2019Q3 202316
Capital International Sarl 16160.29%0.58%0.95%Q4 2019Q3 202316
Foresight Wealth Management, LLC 16160.02%0.46%0.74%Q4 2018Q3 202216
GFG Capital, LLC 16160.16%1.37%1.95%Q4 2019Q3 202316
CLEAR STREET MARKETS LLC 710.01%0.06%0.21%Q1 2015Q2 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.73%0.93%1.18%Q4 2019Q3 202316
Illinois Municipal Retirement Fund 16160.23%0.48%0.92%Q4 2019Q3 202316
Wagner Wealth Management, LLC 1240.01%0.12%0.22%Q4 2017Q3 202316
PAX Financial Group, LLC 16160.17%0.23%0.32%Q4 2019Q3 202316
WEALTH ADVISORS, INC. 16164.63%5.75%7.26%Q4 2019Q3 202316
LIBERTY WEALTH MANAGEMENT LLC 1210.04%0.07%0.10%Q4 2018Q3 202316
NORTH STAR ASSET MANAGEMENT INC 16160.19%0.57%0.89%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.07%0.29%0.69%Q4 2019Q3 202316
Spouting Rock Asset Management, LLC 16162.93%5.18%8.26%Q4 2019Q3 202316
NovaPoint Capital, LLC 16161.25%1.47%1.73%Q4 2019Q3 202316
EXCALIBUR MANAGEMENT CORP 16160.33%0.45%0.58%Q4 2019Q3 202316
JACKSON SQUARE CAPITAL, LLC 16160.63%1.03%1.54%Q4 2019Q3 202316
Allen Capital Group, LLC 16160.04%0.18%0.28%Q4 2017Q3 202116
Troy Asset Management Ltd 16160.17%0.95%1.61%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.12%0.44%0.71%Q4 2017Q3 202116
Seascape Capital Management 16160.18%0.40%0.50%Q4 2019Q3 202316
Vestcor Inc 16160.34%0.68%1.14%Q4 2019Q3 202316
Cornerstone Advisors, LLC 16160.63%1.47%2.29%Q4 2019Q3 202316
LBMC INVESTMENT ADVISORS, LLC 16160.03%0.07%0.10%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16160.16%0.30%0.45%Q4 2019Q3 202316
NICOLET ADVISORY SERVICES, LLC 16160.04%0.08%0.21%Q4 2019Q3 202316
Leelyn Smith, LLC 16160.76%0.86%0.93%Q4 2019Q3 202316
Financial Engines Advisors L.L.C. 1410.00%0.00%0.00%Q1 2017Q3 202316
IEQ CAPITAL, LLC 16160.23%0.38%0.50%Q4 2019Q3 202316
Ethic Inc. 16160.46%0.84%1.30%Q4 2019Q3 202316
Vivaldi Capital Management LP 16160.06%0.09%0.11%Q1 2019Q4 202216
Petrus Trust Company, LTA 1510.05%3.42%4.25%Q3 2018Q3 202316
Barnett & Company, Inc. 1110.00%0.01%0.03%Q1 2016Q4 202116
ROCKEFELLER FINANCIAL SERVICES INC 1010.00%0.15%1.15%Q2 2013Q4 201716
Marcum Wealth, LLC 16160.06%0.12%0.15%Q4 2019Q3 202316
NORTHWEST INVESTMENT COUNSELORS, LLC 1310.02%0.07%0.09%Q2 2017Q3 202316
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.20%1.82%3.21%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16161.51%1.82%2.35%Q4 2019Q3 202316
Origin Asset Management LLP 1240.30%1.47%2.33%Q2 2013Q3 202016
Xcel Wealth Management, LLC 16160.08%0.14%0.30%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.52%0.91%1.27%Q4 2019Q3 202316
1623 Capital LLC 16161.81%2.71%4.42%Q4 2019Q3 202316
Relyea Zuckerberg Hanson LLC 16160.25%0.33%0.50%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.28%0.42%0.67%Q4 2019Q3 202316
Hyperion Capital Advisors LP 16160.49%1.05%1.53%Q4 2019Q3 202316
Fosun International Ltd 16160.22%0.40%0.68%Q2 2018Q1 202216
ICW Investment Advisors LLC 16162.00%2.35%2.70%Q4 2019Q3 202316
NumerixS Investment Technologies Inc 710.07%0.58%1.39%Q4 2014Q2 202016
Affinity Capital Advisors, LLC 16160.16%0.35%0.70%Q4 2019Q3 202316
Knights of Columbus Asset Advisors LLC 16160.19%0.67%1.01%Q4 2019Q3 202316
Americana Partners, LLC 16160.09%0.26%0.58%Q4 2019Q3 202316
Chiron Investment Management, LLC 510.08%2.21%4.63%Q2 2017Q3 202316
Detalus Advisors, LLC 16160.33%0.40%0.50%Q4 2019Q3 202316
Live Oak Private Wealth LLC 16161.12%1.53%3.90%Q4 2019Q3 202316
Continuum Advisory, LLC 1110.10%0.32%0.44%Q1 2017Q3 202316
Hixon Zuercher, LLC 16163.17%3.88%5.44%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.24%0.34%0.52%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.26%0.48%0.74%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.03%0.07%0.13%Q4 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.44%0.53%0.72%Q4 2019Q3 202316
SkyOak Wealth, LLC 16160.13%0.18%0.45%Q4 2019Q3 202316
Holocene Advisors, LP 620.01%0.74%2.10%Q4 2017Q3 202316
Triple Frond Partners 16162.78%5.08%7.91%Q4 2016Q3 202016
NorthRock Partners, LLC 16160.03%0.10%0.27%Q4 2019Q3 202316
Laidlaw Wealth Management LLC 16160.27%0.40%0.57%Q4 2019Q3 202316
CERTUITY, LLC 16160.10%0.22%0.33%Q4 2019Q3 202316
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.05%0.12%0.32%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.32%0.48%0.95%Q4 2019Q3 202316
S.A. Mason LLC 16161.13%1.30%1.49%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.86%0.98%1.19%Q4 2019Q3 202316
Boulegeris Investments, Inc. 16161.12%1.50%2.06%Q3 2014Q2 201816
Ensign Peak Advisors, Inc 16160.80%1.09%1.66%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.14%0.22%0.25%Q4 2019Q3 202316
Quotient Investors, LLC 920.14%0.42%1.14%Q2 2013Q3 201716
Corundum Group, Inc. 16160.22%0.43%0.82%Q4 2019Q3 202316
Blue Whale Capital LLP 16165.50%7.13%8.31%Q4 2019Q3 202316
Ayrshire Capital Management LLC 16162.85%3.70%4.29%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.07%0.12%0.23%Q4 2019Q3 202316
PBMares Wealth Management LLC 16160.09%0.31%0.78%Q4 2019Q3 202316
Key FInancial Inc 16160.13%0.17%0.24%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16161.52%1.85%2.33%Q4 2019Q3 202316
CAXTON ASSOCIATES LP 410.01%0.23%1.15%Q2 2017Q2 202316
Concert Wealth Management Inc. 16160.04%0.09%0.15%Q2 2013Q1 201716
Total Clarity Wealth Management, Inc. 16160.29%0.44%0.91%Q4 2019Q3 202316
Cardinal Strategic Wealth Guidance 16160.20%0.36%0.69%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16162.80%3.21%3.89%Q4 2019Q3 202316
Copperleaf Capital, LLC 16161.55%3.01%4.10%Q4 2019Q3 202316
Veracity Capital LLC 16160.22%0.42%0.51%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.05%0.06%0.07%Q4 2019Q3 202316
Strategic Investment Advisors / MI 970.05%0.18%0.67%Q1 2019Q3 202316
Kore Private Wealth LLC 16160.08%0.14%0.23%Q4 2018Q3 202216
DELTA LLOYD NV 16160.03%0.42%0.88%Q2 2013Q1 201716
AlphaCrest Capital Management LLC 16160.01%0.31%0.68%Q4 2018Q3 202216
Horan Capital Advisors, LLC. 810.08%0.11%0.14%Q3 2017Q3 202316
LMR Partners LLP 310.01%0.36%1.72%Q2 2014Q2 202216
Stone Ridge Asset Management LLC 1150.14%0.57%1.42%Q4 2014Q2 202016
AGF INVESTMENTS INC. 820.01%0.26%0.97%Q4 2013Q4 202116
Stonebridge Financial Planning Group, LLC 16160.80%1.03%1.25%Q4 2019Q3 202316
KAYS FINANCIAL ADVISORY CORP /ADV 11110.01%0.43%0.79%Q1 2018Q3 202016
ABSHER WEALTH MANAGEMENT, LLC 16160.08%0.10%0.12%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.05%0.26%0.44%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.02%0.19%0.37%Q4 2019Q3 202316
EPG Wealth Management LLC 16160.14%0.20%0.31%Q4 2019Q3 202316
Aberdeen Wealth Management LLC 16160.48%0.60%0.89%Q4 2019Q3 202316
True North Advisors, LLC 16160.08%0.73%1.63%Q4 2019Q3 202316
Texas Capital Bank Wealth Management Services Inc 16160.57%0.95%1.15%Q4 2019Q3 202316
HOWARD WEALTH MANAGEMENT, LLC 16160.38%0.50%0.71%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.30%0.40%0.54%Q4 2019Q3 202316
Chapman Investment Management, LLC 16164.27%5.53%7.57%Q4 2019Q3 202316
Mirova US LLC 16166.73%8.01%9.49%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.14%0.22%0.32%Q4 2019Q3 202316
Optas, LLC 16160.50%0.69%0.92%Q4 2019Q3 202316
CULBERTSON A N & CO INC 16160.06%0.21%0.28%Q4 2019Q3 202316
BREITER CAPITAL MANAGEMENT INC 1240.49%0.72%1.10%Q1 2018Q1 202216
Pacific Center for Financial Services 1330.00%0.03%0.06%Q3 2019Q3 202316
PROFESSIONAL PLANNING 16164.13%7.60%10.85%Q4 2017Q3 202116
CONCENTRIC WEALTH MANAGEMENT, LLC 16161.24%1.71%2.61%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.04%0.12%0.28%Q4 2019Q3 202316
Grandview Asset Management LLC 1150.13%0.27%0.57%Q4 2018Q3 202316
Doyle Wealth Management 16160.12%0.16%0.19%Q4 2018Q3 202216
Jackson Hole Capital Partners, LLC 1420.10%0.13%0.26%Q3 2019Q3 202316
Center for Financial Planning, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
CrestPoint Capital Management, LLC 16160.18%0.27%0.45%Q4 2013Q3 201716
Oxbow Advisors, LLC 16160.03%1.74%2.21%Q4 2019Q3 202316
NORTHSTAR INVESTMENT ADVISORS LLC 1320.04%0.28%0.72%Q4 2016Q2 202115
Independence Advisors, LLC 15150.09%0.13%0.18%Q1 2017Q3 202015
BCS Wealth Management 1320.14%0.20%0.29%Q4 2019Q3 202315
Professional Financial Advisors, LLC 1320.01%0.43%0.94%Q4 2019Q3 202315
LANNEBO FONDER AB 15150.34%3.90%5.61%Q1 2020Q3 202315
S.E.E.D. Planning Group LLC 15150.87%1.43%1.91%Q1 2020Q3 202315
Unigestion Holding SA 15150.01%0.23%0.99%Q1 2020Q3 202315
Beacon Pointe Advisors, LLC 15150.17%0.27%0.38%Q1 2020Q3 202315
Visionary Wealth Advisors 1410.04%0.10%0.17%Q4 2019Q3 202315
Paragon Advisors, LLC 15150.18%1.17%2.91%Q4 2019Q2 202315
Tiger Eye Capital LLC 310.04%2.66%6.84%Q2 2013Q2 202115
BAROMETER CAPITAL MANAGEMENT INC. 710.01%1.53%3.35%Q4 2013Q3 202315
CORNERSTONE ADVISORS INC 710.00%0.64%1.26%Q2 2013Q4 202115
CONSOLIDATED CAPITAL MANAGEMENT, LLC 15150.17%0.30%0.67%Q1 2020Q3 202315
MOUNT VERNON ASSOCIATES INC /MD/ 870.18%0.31%0.42%Q1 2018Q4 202115
Bruderman Asset Management, LLC 810.00%0.02%0.06%Q1 2015Q2 202115
SHINE INVESTMENT ADVISORY SERVICES INC 15150.12%0.15%0.20%Q1 2017Q3 202015
MAR VISTA INVESTMENT PARTNERS LLC 15150.00%0.04%0.12%Q1 2013Q3 201615
Waverly Advisors, LLC 920.02%0.08%0.24%Q3 2013Q3 202315
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.04%0.10%0.29%Q4 2019Q3 202315
Claar Advisors LLC 15152.93%3.88%5.07%Q1 2020Q3 202315
KG FUNDS MANAGEMENT, LLC 151514.92%17.19%21.27%Q1 2018Q3 202115
M. Kraus & Co 15150.19%0.21%0.25%Q1 2020Q3 202315
CEDAR CAPITAL, LLC 15150.16%1.05%2.41%Q1 2017Q3 202015
HIGH POINTE CAPITAL MANAGEMENT LLC 870.38%1.47%2.16%Q3 2014Q3 201815
HIGH POINT BANK & TRUST CO 15150.03%0.05%0.06%Q2 2013Q4 201615
BlackRock Group LTD 15150.38%0.48%0.58%Q2 2013Q4 201615
Calvert Investment Management, Inc. 15150.05%0.27%0.75%Q2 2013Q4 201615
GLG Partners LP 630.04%0.79%1.60%Q2 2013Q4 201715
JFS WEALTH ADVISORS, LLC 1210.00%0.01%0.03%Q1 2016Q3 202315
Aprio Wealth Management, LLC 1050.14%0.21%0.40%Q4 2019Q3 202315
Cadence Bank 15150.05%0.20%0.39%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.22%0.45%0.81%Q2 2013Q4 201615
MSI Financial Services Inc 15150.02%0.07%0.12%Q2 2013Q4 201615
Aristides Capital LLC 15150.11%0.33%1.00%Q1 2020Q3 202315
Rampart Investment Management Company, LLC 15150.11%0.62%0.99%Q1 2017Q3 202015
HERON FINANCIAL GROUP, LLC 15150.59%0.69%0.78%Q4 2019Q2 202315
Granite Investment Advisors, LLC 15150.41%0.63%0.80%Q4 2017Q2 202115
BlackRock Japan Co. Ltd 15150.36%0.46%0.54%Q2 2013Q4 201615
Zions Bancorporation 15150.00%0.11%0.82%Q1 2015Q3 201815
PARK PRESIDIO CAPITAL LLC 15152.23%7.65%10.32%Q1 2020Q3 202315
RIVULET CAPITAL, LLC 15158.17%10.74%13.03%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.24%0.44%0.64%Q2 2013Q4 201615
CONNABLE OFFICE INC 15150.49%0.72%0.92%Q1 2020Q3 202315
America First Investment Advisors, LLC 15152.77%3.81%4.86%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.22%0.26%0.30%Q2 2013Q4 201615
Willis Investment Counsel 15150.17%0.38%0.54%Q1 2020Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.47%0.69%0.86%Q1 2020Q3 202315
S&CO INC 15150.04%0.09%0.19%Q1 2020Q3 202315
Advisor Group, Inc. 15150.14%0.19%0.24%Q2 2016Q4 201915
PCJ Investment Counsel Ltd. 710.10%0.56%1.38%Q2 2017Q1 202215
A.R.T. Advisors, LLC 410.03%0.33%0.76%Q1 2014Q3 201915
J. W. Coons Advisors, LLC 15150.27%0.35%0.54%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.33%0.38%0.43%Q2 2013Q4 201615
Independence Trust CO 720.15%0.31%0.57%Q4 2013Q4 201715
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.11%0.26%0.36%Q1 2020Q3 202315
INVERNESS COUNSEL LLC /NY/ 15150.07%0.46%2.01%Q1 2019Q3 202215
Acropolis Investment Management, LLC 15150.02%0.04%0.09%Q1 2020Q3 202315
Summit Asset Management, LLC 1410.09%0.13%0.16%Q4 2019Q3 202315
Virtus Fund Advisers, LLC 15150.04%0.06%0.07%Q2 2014Q4 201715
Fort Point Capital Partners LLC 910.09%0.19%0.29%Q1 2018Q3 202315
Pure Financial Advisors, LLC 730.01%0.02%0.07%Q3 2018Q4 202315
VOLORIDGE INVESTMENT MANAGEMENT, LLC 510.00%0.14%0.52%Q4 2016Q3 202315
Sciencast Management LP 310.14%0.65%1.87%Q2 2016Q3 202315
Resource Management, LLC 15150.04%0.07%0.12%Q2 2018Q4 202115
JCIC Asset Management Inc. 1230.00%0.01%0.02%Q3 2015Q3 202315
Tradewinds Capital Management, LLC 1010.00%0.02%0.21%Q3 2015Q3 202315
Delta Accumulation, LLC 880.01%0.48%2.02%Q4 2021Q3 202315
Violich Capital Management, Inc. 15150.21%0.25%0.30%Q1 2020Q3 202315
Tillar-Wenstrup Advisors, LLC 15151.60%2.04%2.40%Q1 2014Q3 201715
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 870.01%0.02%0.06%Q4 2017Q4 202115
Parsec Financial Management, Inc. 1140.01%0.02%0.06%Q1 2019Q1 202315
YACKTMAN ASSET MANAGEMENT LP 15150.03%0.04%0.05%Q1 2020Q3 202315
NORTHSTAR WEALTH PARTNERS LLC 15150.11%0.50%0.67%Q1 2017Q3 202015
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 15150.65%0.91%1.79%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.13%0.16%0.28%Q4 2019Q3 202315
BerganKDV Wealth Management, LLC 15150.00%0.07%0.09%Q4 2019Q2 202315
ATLAS CAPITAL ADVISORS LLC 1010.00%0.00%0.03%Q3 2019Q3 202315
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1231.12%1.70%2.32%Q4 2019Q3 202315
SeaTown Holdings Pte. Ltd. 710.44%2.25%5.15%Q4 2017Q3 202315
MAPLELANE CAPITAL, LLC 410.10%1.16%4.16%Q1 2014Q3 202215
TEXAS CAPITAL BANCSHARES INC/TX 1140.13%0.40%0.56%Q4 2014Q3 202315
HNP Capital LLC 1320.05%0.09%0.16%Q2 2019Q1 202315
Horst & Graben Wealth Management LLC 15150.10%0.16%0.23%Q1 2020Q3 202315
CVA Family Office, LLC 15150.16%0.26%0.33%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.02%1.76%2.55%Q1 2020Q3 202315
Nikulski Financial, Inc. 15150.20%0.42%0.63%Q1 2020Q3 202315
AMUSSEN HUNSAKER ASSOCIATES LLC 1410.00%0.37%0.61%Q3 2018Q3 202315
JONES FINANCIAL COMPANIES LLLP 1320.00%0.00%0.00%Q2 2013Q3 202315
New Capital Management LP 1310.01%0.06%0.19%Q4 2016Q3 202315
Candlestick Capital Management LP 510.72%1.48%2.95%Q4 2019Q1 202315
Symphony Financial, Ltd. Co. 15150.10%0.42%1.22%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.03%0.03%0.05%Q1 2020Q3 202315
HONEYWELL INTERNATIONAL INC 1410.74%0.86%1.29%Q2 2014Q4 201815
Blue Ridge Capital, L.L.C. 15151.21%1.85%2.46%Q2 2014Q4 201715
Callan Capital, LLC 15150.06%0.07%0.10%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.18%0.21%0.26%Q1 2020Q3 202315
ACCIDENT COMPENSATION CORP 15150.08%0.41%0.92%Q4 2016Q2 202015
Salient Capital Advisors, LLC 15150.02%0.08%0.11%Q4 2013Q2 201715
Meridian Wealth Advisors, LLC 1310.04%0.17%0.29%Q4 2018Q3 202315
Wharton Business Group, LLC 1410.01%0.02%0.03%Q4 2019Q3 202315
Platform Technology Partners 1050.75%0.81%0.86%Q4 2019Q3 202315
Xact Kapitalforvaltning AB 15150.58%0.83%1.18%Q3 2016Q1 202015
Tortoise Index Solutions, LLC 15150.04%0.10%0.15%Q1 2019Q3 202215
Teamwork Financial Advisors, LLC 1140.04%0.52%1.10%Q4 2019Q3 202315
Wealth Alliance 15150.22%0.32%0.49%Q1 2020Q3 202315
Pratt Collard Advisory Partners LLC 15150.17%0.53%0.69%Q4 2017Q2 202115
OFI Advisors LLC 1140.04%0.05%0.08%Q3 2011Q3 201515
Graypoint LLC 15150.07%0.61%1.01%Q1 2020Q3 202315
Veritas Asset Management LLP 15154.23%5.75%8.77%Q1 2020Q3 202315
Invst, LLC 15150.05%0.13%0.18%Q1 2020Q3 202315
VIKING FUND MANAGEMENT LLC 15150.11%0.47%0.66%Q1 2020Q3 202315
AMG National Trust Bank 14140.01%0.08%0.10%Q2 2020Q3 202315
Claraphi Advisory Network, LLC 15150.07%0.37%0.66%Q4 2017Q2 202115
Moser Wealth Advisors, LLC 1323.58%4.26%5.23%Q4 2019Q3 202315
Hudson Bay Capital Management LP 510.01%0.08%0.43%Q3 2016Q2 202315
CWS Financial Advisors, LLC 870.30%0.38%0.55%Q4 2019Q3 202315
1834 INVESTMENT ADVISORS CO 710.00%0.00%0.01%Q4 2017Q2 202215
Cito Capital Group, LLC 15150.47%0.59%0.72%Q1 2020Q3 202315
Select Asset Management & Trust 1210.18%0.33%0.48%Q2 2015Q3 202315
Full Sail Capital, LLC 1230.02%0.04%0.09%Q4 2019Q3 202315
Guinness Asset Management LTD 15150.60%0.94%1.35%Q1 2020Q3 202315
Guinness Atkinson Asset Management Inc 15153.10%3.41%3.76%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.05%0.07%0.09%Q1 2020Q3 202315
Peregrine Asset Advisers, Inc. 15150.07%0.37%3.50%Q4 2017Q2 202115
SPERO-SMITH INVESTMENT ADVISERS INC /OH 14140.27%0.38%0.51%Q2 2013Q3 201614
MALTESE CAPITAL MANAGEMENT LLC 710.06%0.42%0.72%Q2 2017Q3 202114
MONROE BANK & TRUST/MI 630.01%0.01%0.01%Q2 2013Q2 201714
EMINENCE CAPITAL, LP 1220.32%0.46%0.66%Q1 2020Q3 202314
DG CAPITAL MANAGEMENT INC 14141.39%2.58%3.60%Q2 2013Q3 201614
PROFFITT & GOODSON INC 14140.01%0.02%0.04%Q2 2020Q3 202314
EAGLE GLOBAL ADVISORS LLC 14140.91%1.06%1.32%Q2 2020Q3 202314
BUCKHEAD CAPITAL MANAGEMENT LLC 14140.25%0.30%0.54%Q2 2020Q3 202314
FOSTER & MOTLEY INC 1310.02%0.04%0.07%Q4 2013Q3 202314
QCM Cayman, Ltd. 410.05%1.01%3.86%Q2 2013Q2 202314
AMERICAN NATIONAL BANK 710.01%0.06%0.20%Q2 2016Q3 202314
Weil Company, Inc. 14140.18%0.28%0.38%Q4 2017Q1 202114
Private Wealth Partners, LLC 1040.22%0.26%0.31%Q3 2018Q3 202314
SII INVESTMENTS INC/WI 1310.03%0.04%0.07%Q4 2013Q3 201714
Financial Sense Advisors, Inc. 1040.18%0.63%2.18%Q1 2015Q3 202114
Mitsubishi UFJ Securities Holdings Co., Ltd. 820.00%0.32%0.68%Q1 2015Q2 201914
Marquette Asset Management, LLC 14140.01%0.01%0.01%Q1 2019Q2 202214
J.W. COLE ADVISORS, INC. 1310.07%0.09%0.17%Q4 2019Q3 202314
Grace Capital 1220.08%0.20%0.28%Q2 2018Q4 202114
WESTPORT RESOURCES MANAGEMENT INC 14140.03%0.06%0.28%Q2 2013Q3 201614
Northwest Bancshares, Inc. 14140.09%0.10%0.12%Q2 2020Q3 202314
Rock Creek Group, LP 14140.04%0.12%0.40%Q2 2020Q3 202314
MANCHESTER FINANCIAL INC 710.06%0.09%0.13%Q2 2019Q3 202314
CAPITAL ADVISORS INC/OK 14140.01%0.01%0.01%Q2 2020Q3 202314
abrdn Investment Management Ltd 630.01%0.27%1.01%Q2 2013Q2 201714
Deccan Value Investors L.P. 14142.19%12.23%22.12%Q1 2015Q2 201814
Shinko Asset Management Co., Ltd. 14140.00%0.01%0.03%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.02%0.12%0.25%Q2 2013Q3 201614
TRB Advisors LP 1211.70%10.20%29.69%Q2 2017Q1 202314
Garrison Asset Management, LLC 14141.19%1.33%1.53%Q2 2020Q3 202314
ARGI Investment Services, LLC 14140.01%0.03%0.04%Q3 2019Q4 202214
Gerstein Fisher 14140.30%0.55%1.23%Q2 2013Q3 201614
MATHER GROUP, LLC. 14140.01%0.04%0.08%Q2 2020Q3 202314
PDS Planning, Inc 14140.11%0.14%0.20%Q2 2020Q3 202314
Partnervest Advisory Services LLC 950.00%0.15%0.32%Q2 2013Q3 202014
FOX RUN MANAGEMENT, L.L.C. 410.13%0.30%0.60%Q1 2016Q3 202314
Samsung Asset Management (New York), Inc. 14140.25%2.29%2.83%Q2 2013Q3 201614
Weatherstone Capital Management 14140.17%0.46%1.04%Q4 2015Q1 201914
Camarda Financial Advisors, LLC 1310.01%0.01%0.04%Q2 2013Q2 201914
CRAMER ROSENTHAL MCGLYNN LLC 860.00%0.23%0.58%Q2 2013Q3 202314
Copeland Capital Management, LLC 1220.00%0.05%0.45%Q3 2016Q3 202114
TANAKA CAPITAL MANAGEMENT INC 14140.89%1.23%1.81%Q2 2020Q3 202314
Aft, Forsyth & Sober, LLC 1210.14%0.40%0.54%Q4 2019Q3 202314
Mariner Wealth Advisors-Cincinnati, LLC 1220.03%0.04%0.06%Q4 2014Q3 201814
MANOR ROAD CAPITAL PARTNERS, LLC 14143.07%7.60%15.67%Q2 2018Q3 202114
Redmond Asset Management, LLC 1310.07%0.55%1.09%Q4 2019Q3 202314
BECKER CAPITAL MANAGEMENT INC 14140.02%0.03%0.03%Q2 2020Q3 202314
Central Asset Investments & Management Holdings (HK) Ltd 810.15%1.29%5.55%Q3 2018Q1 202314
U S GLOBAL INVESTORS INC 830.16%0.37%0.63%Q2 2013Q4 201914
Somerset Trust Co 1010.00%0.10%0.17%Q1 2017Q4 202314
Capstone Financial Advisors, Inc. 510.02%0.07%0.20%Q4 2013Q3 202314
HWG Holdings LP 810.01%1.36%6.17%Q4 2013Q2 202114
Trust Asset Management LLC 14140.14%0.36%0.42%Q2 2020Q3 202314
Gibraltar Capital Management, Inc. 14141.37%3.40%4.09%Q2 2020Q3 202314
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1040.11%0.23%0.47%Q4 2019Q3 202314
XPONANCE, INC. 14140.95%1.08%1.25%Q2 2020Q3 202314
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 14140.69%0.85%1.20%Q2 2020Q3 202314
DEERE & CO 14140.32%0.37%0.44%Q2 2013Q3 201614
PARTNERS CAPITAL INVESTMENT GROUP, LLP 14140.00%0.57%1.46%Q2 2020Q3 202314
SUMITOMO MITSUI FINANCIAL GROUP, INC. 310.00%0.02%0.10%Q3 2017Q3 202314
Family Legacy, Inc. 14140.20%0.28%0.37%Q2 2020Q3 202314
FLC Capital Advisors 14140.10%0.18%0.34%Q1 2020Q2 202314
Legacy Advisors, LLC 720.02%0.18%0.52%Q3 2017Q3 202314
Trellis Advisors, LLC 14140.12%0.15%0.18%Q2 2020Q3 202314
Demars Financial Group, LLC 14140.45%1.87%3.11%Q2 2020Q3 202314
GRATRY & Co LLC 1310.24%0.37%0.51%Q3 2014Q1 201814
Wealthstreet Investment Advisors, LLC 14140.30%0.52%0.63%Q4 2017Q1 202114
Dai-ichi Life Holdings, Inc. 14140.37%0.50%0.74%Q2 2013Q3 201614
Leonard Rickey Investment Advisors P.L.L.C. 14140.08%0.12%0.19%Q2 2020Q3 202314
Retirement Group, LLC 910.02%0.09%0.30%Q4 2019Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.01%0.01%0.05%Q4 2018Q1 202214
Horiko Capital Management LLC 14140.24%0.33%0.56%Q2 2020Q3 202314
Robertson Stephens Wealth Management, LLC 14140.05%0.11%0.30%Q2 2020Q3 202314
Quilter Plc 1040.00%0.14%0.43%Q1 2020Q3 202314
LAKE STREET PRIVATE WEALTH, LLC 14140.10%0.24%0.42%Q2 2020Q3 202314
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1220.03%0.04%0.08%Q2 2017Q3 202314
Olympiad Research LP 1130.21%0.32%0.54%Q1 2020Q3 202314
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 14140.14%0.17%0.20%Q2 2020Q3 202314
LifeSteps Financial, Inc. 14140.37%0.54%0.69%Q2 2020Q3 202314
MATRIX PRIVATE CAPITAL GROUP LLC 14140.13%0.17%0.25%Q2 2020Q3 202314
RMR Wealth Builders 710.19%0.46%1.67%Q4 2019Q3 202314
Disciplined Investments, LLC 1040.00%0.01%0.01%Q4 2019Q2 202314
Prudent Man Advisors, LLC 14140.29%0.36%0.50%Q2 2020Q3 202314
Sunflower Bank, N.A. 14140.07%0.10%0.16%Q2 2020Q3 202314
WFA of San Diego, LLC 14140.10%0.24%0.40%Q2 2020Q3 202314
Hexagon Capital Partners LLC 13130.08%0.10%0.12%Q3 2020Q3 202313
ZWEIG ADVISERS LLC 13131.24%1.56%1.92%Q2 2013Q2 201613
NBW CAPITAL LLC 13130.47%0.89%1.08%Q3 2020Q3 202313
GW HENSSLER & ASSOCIATES LTD 420.01%0.02%0.03%Q1 2019Q3 202313
CGN Advisors LLC 13130.19%0.29%0.41%Q4 2020Q4 202313
DRIEHAUS CAPITAL MANAGEMENT LLC 620.01%0.02%0.03%Q3 2015Q3 202313
KANALY TRUST CO 13130.00%0.10%0.20%Q4 2013Q4 201613
Codex Capital, L.L.C. 13133.57%4.47%5.82%Q3 2020Q3 202313
RWC Asset Management LLP 1210.05%0.20%0.33%Q2 2013Q3 201913
Carolina Wealth Advisors, LLC 13130.01%0.02%0.14%Q3 2020Q3 202313
WESTPORT ADVISERS LLC 13131.81%3.17%4.54%Q2 2013Q2 201613
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.27%0.36%0.43%Q3 2020Q3 202313
Euclid Advisors LLC 13130.16%0.43%1.06%Q2 2013Q2 201613
STONERIDGE INVESTMENT PARTNERS LLC 610.04%0.56%1.40%Q4 2016Q4 202113
QUEST CAPITAL MANAGEMENT INC /ADV 13130.07%0.22%0.28%Q4 2018Q4 202113
PICTET BANK & TRUST Ltd 1210.21%1.52%3.32%Q1 2019Q3 202313
LYELL WEALTH MANAGEMENT, LP 13130.34%0.53%0.79%Q3 2020Q3 202313
Redhawk Wealth Advisors, Inc. 13130.07%0.14%0.24%Q3 2020Q3 202313
ORRSTOWN FINANCIAL SERVICES INC 13131.12%1.46%1.72%Q1 2019Q1 202213
McLean Asset Management Corp 13130.22%0.33%0.54%Q4 2020Q4 202313
Silicon Valley Capital Partners 13130.06%0.08%0.13%Q3 2020Q3 202313
CCLA Investment Management 851.78%2.13%2.83%Q2 2020Q3 202313
UBS OCONNOR LLC 810.03%0.13%0.49%Q1 2014Q2 202013
Kemnay Advisory Services Inc. 810.30%3.62%7.55%Q1 2014Q1 202313
JAMES INVESTMENT RESEARCH INC 13130.86%1.13%1.37%Q3 2020Q3 202313
SNS Financial Group, LLC 710.03%0.04%0.06%Q1 2019Q3 202313
Kalos Management, Inc. 610.01%0.15%0.39%Q4 2015Q2 202213
Maven Securities LTD 660.01%0.04%0.10%Q3 2020Q3 202313
Hengistbury Investment Partners LLP 716.28%14.96%38.54%Q4 2013Q1 201813
Stewart Asset Management, LLC 13137.12%8.50%10.67%Q4 2019Q4 202213
Bayesian Capital Management, LP 410.05%0.38%0.88%Q4 2016Q2 202313
Old North State Trust, LLC 13130.08%0.28%0.44%Q3 2020Q3 202313
Diversified Portfolios, Inc. 1210.09%0.14%0.27%Q4 2014Q3 202313
Virtus ETF Advisers LLC 850.00%0.17%0.48%Q3 2018Q3 202313
Vontobel Holding Ltd. 12120.04%0.47%1.18%Q4 2020Q3 202313
HOLLENCREST CAPITAL MANAGEMENT 610.01%0.09%0.21%Q4 2013Q3 202313
Selective Wealth Management, Inc. 13130.01%0.05%0.17%Q3 2019Q3 202213
STEADFAST ADVISORS LP 1010.44%1.61%2.36%Q2 2013Q4 201613
ALPINE WOODS CAPITAL INVESTORS, LLC 1030.05%0.10%0.16%Q2 2019Q3 202213
Avion Wealth 13130.01%0.01%0.02%Q3 2020Q3 202313
SOUTH TEXAS MONEY MANAGEMENT LTD 1210.01%0.02%0.04%Q1 2016Q3 201913
Providence Wealth Advisors, LLC 13130.47%0.62%1.01%Q3 2020Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 910.10%0.14%0.16%Q1 2020Q3 202313
OneAscent Financial Services LLC 810.13%0.40%0.74%Q2 2019Q3 202313
AJ WEALTH STRATEGIES, LLC 13130.02%0.03%0.07%Q2 2020Q2 202313
Alta Park Capital, LP 411.80%3.33%6.46%Q3 2016Q1 202213
LVM CAPITAL MANAGEMENT LTD/MI 13130.04%0.04%0.05%Q3 2020Q3 202313
CLOUGH CAPITAL PARTNERS L P 840.32%1.16%2.38%Q4 2019Q3 202313
PAYDEN & RYGEL 13130.01%0.08%0.13%Q2 2020Q2 202313
Atom Investors LP 810.03%1.24%2.90%Q4 2018Q3 202313
RDA Financial Network 13130.10%0.32%0.45%Q3 2020Q3 202313
Avondale Wealth Management 13130.02%0.05%0.08%Q4 2018Q4 202113
Timber Hill LLC 510.00%0.04%0.21%Q2 2013Q4 201713
Wealth Alliance Advisory Group, LLC 13130.20%0.29%0.39%Q3 2020Q3 202313
Railway Pension Investments Ltd 940.21%1.24%2.17%Q4 2018Q1 202213
Bowling Portfolio Management LLC 13130.11%0.37%0.52%Q3 2019Q3 202213
SHUFRO ROSE & CO LLC 13130.02%0.04%0.08%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.21%0.25%0.28%Q3 2020Q3 202313
LEVIN CAPITAL STRATEGIES, L.P. 1210.02%0.06%0.08%Q2 2016Q3 202313
Camelot Portfolios, LLC 1110.14%0.22%0.32%Q2 2018Q2 202213
BNC WEALTH MANAGEMENT, LLC 13130.61%0.88%1.57%Q3 2020Q3 202313
WOODSTOCK CORP 13130.04%0.04%0.05%Q4 2020Q4 202313
DIVIDEND ASSETS CAPITAL, LLC 13130.09%0.11%0.14%Q3 2020Q3 202313
FormulaFolio Investments, LLC 13130.00%0.03%0.10%Q2 2018Q2 202113
Blueshift Asset Management, LLC 1120.05%0.43%1.52%Q1 2020Q3 202313
Community Bank & Trust, Waco, Texas 13130.11%0.17%0.33%Q3 2020Q3 202313
Arlington Partners LLC 1210.00%0.11%0.38%Q1 2020Q3 202313
Newbrook Capital Advisors LP 1011.66%5.00%10.01%Q4 2019Q3 202313
CHASE INVESTMENT COUNSEL CORP 941.83%2.63%3.47%Q2 2013Q1 202013
Newbridge Financial Services Group, Inc. 13130.17%0.30%0.65%Q3 2020Q3 202313
Ruane, Cunniff & Goldfarb L.P. 13131.69%4.41%6.07%Q1 2018Q1 202113
MidWestOne Financial Group, Inc. 13130.16%0.20%0.24%Q3 2020Q3 202313
BENNETT SELBY INVESTMENTS LP 13132.70%3.79%4.85%Q4 2020Q4 202313
SAMLYN CAPITAL, LLC 910.58%2.10%2.96%Q3 2013Q3 202113
TFC Financial Management, Inc. 13130.17%0.22%0.28%Q3 2020Q3 202313
XXEC, Inc. 13133.51%8.34%10.21%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.08%1.32%1.66%Q2 2013Q2 201613
C-J Advisory, Inc. 13130.02%0.03%0.04%Q3 2016Q3 201913
Stokes Family Office, LLC 13130.03%0.11%0.19%Q3 2020Q3 202313
TIRSCHWELL & LOEWY INC 13132.13%3.38%5.14%Q1 2016Q1 201913
Senator Investment Group LP 611.39%1.99%2.43%Q4 2014Q3 202313
Elevated Capital Advisors, LLC 510.22%0.40%0.59%Q1 2019Q3 202313
KG&L Capital Management,LLC 13130.25%0.49%1.04%Q3 2020Q3 202313
PSI Advisors, LLC 940.09%0.29%0.39%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.17%0.21%0.26%Q3 2020Q3 202313
Jeereddi Investments, LP 13132.45%3.77%6.60%Q4 2019Q4 202213
HUTCHENS INVESTMENT MANAGEMENT INC 13130.00%2.15%2.66%Q4 2014Q4 201713
Alyeska Investment Group, L.P. 1030.01%0.41%0.73%Q4 2015Q2 202113
Winfield Associates, Inc. 1030.02%0.04%0.08%Q3 2015Q4 201913
Soltis Investment Advisors LLC 13130.03%0.12%0.49%Q3 2020Q3 202313
RNC CAPITAL MANAGEMENT LLC 720.01%0.01%0.02%Q2 2019Q2 202313
Trek Financial, LLC 13130.03%0.07%0.11%Q3 2020Q3 202313
Vantage Investment Advisors, LLC 13130.00%0.01%0.02%Q3 2015Q3 201813
FIRST NIAGARA BANK 13130.06%0.11%0.15%Q2 2013Q2 201613
REINHART PARTNERS, LLC. 13130.02%0.05%0.13%Q2 2015Q2 201813
NAVELLIER & ASSOCIATES INC 1030.36%1.24%2.34%Q3 2012Q3 202013
Angeles Investment Advisors, LLC 1110.03%0.08%0.17%Q2 2019Q2 202312
MJP ASSOCIATES INC /ADV 12120.12%0.15%0.20%Q4 2020Q3 202312
Lineweaver Wealth Advisors, LLC 12120.10%0.16%0.24%Q4 2020Q3 202312
Absoluto Partners Gestao de Recursos Ltda 12120.53%1.35%2.52%Q4 2020Q3 202312
Spotlight Asset Group, Inc. 810.33%0.42%0.59%Q4 2019Q3 202312
John W. Brooker & Co., CPAs 12120.02%0.03%0.03%Q4 2019Q3 202212
Orion Capital Management LLC 12120.09%0.24%0.32%Q4 2020Q3 202312
Red Wave Investments LLC 12120.39%0.47%0.58%Q4 2020Q3 202312
Vancity Investment Management Ltd 12120.53%0.91%1.16%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.19%0.21%0.25%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.59%0.84%1.33%Q4 2020Q3 202312
OAK FAMILY ADVISORS, LLC 12120.24%1.42%2.60%Q4 2020Q3 202312
Value Partners Investments Inc. 12120.02%0.07%0.12%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 12123.37%4.79%6.12%Q4 2020Q3 202312
Constitution Capital LLC 12120.17%0.20%0.24%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.60%0.69%0.88%Q4 2020Q3 202312
UNTITLED INVESTMENTS LP 12121.55%4.32%6.18%Q4 2020Q3 202312
Lloyd Advisory Services, LLC. 1110.02%0.16%1.04%Q4 2019Q3 202312
Connolly Sarah T. 12121.51%1.76%1.97%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.02%0.04%0.05%Q4 2020Q3 202312
McCarthy Asset Management, Inc. 12120.77%0.93%1.12%Q4 2020Q3 202312
HBC Financial Services, PLLC 750.01%0.03%0.05%Q4 2019Q1 202312
Sandbox Financial Partners, LLC 12120.45%0.82%1.36%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.08%0.17%0.26%Q4 2020Q3 202312
WAYCROSS PARTNERS, LLC 12121.28%2.40%3.49%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.26%0.34%0.43%Q4 2020Q3 202312
DHJJ Financial Advisors, Ltd. 12120.13%0.15%0.18%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.52%0.57%0.62%Q4 2020Q3 202312
Systematic Alpha Investments, LLC 12120.88%1.19%2.41%Q4 2020Q3 202312
Financial Avengers, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
Veery Capital, LLC 12120.23%0.27%0.32%Q4 2020Q3 202312
Destiny Wealth Partners, LLC 12120.07%0.08%0.12%Q4 2020Q3 202312
Montis Financial, LLC 12120.22%0.24%0.28%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12121.67%2.08%2.43%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
Latitude Advisors, LLC 12120.40%0.64%0.99%Q4 2020Q3 202312
Garde Capital, Inc. 12120.01%0.02%0.02%Q4 2020Q3 202312
Capital Planning Advisors, LLC 12120.06%0.14%0.20%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.48%0.63%0.91%Q4 2020Q3 202312
Horan Securities, Inc. 710.00%0.00%0.01%Q3 2016Q2 202312
TruWealth Advisors, LLC 12120.04%0.10%0.20%Q4 2020Q3 202312
Diligent Investors, LLC 12120.18%0.20%0.26%Q4 2020Q3 202312
Marshall Financial Group LLC 12120.48%0.70%1.12%Q4 2020Q3 202312
DT Investment Partners, LLC 930.04%0.05%0.08%Q2 2018Q3 202312
ELEMENT CAPITAL MANAGEMENT LLC 510.01%1.66%11.54%Q2 2015Q3 202212
Founders Financial Alliance, LLC 750.09%0.15%0.22%Q3 2020Q3 202312
RUSSELL FRANK CO/ 12120.05%0.40%0.56%Q2 2013Q1 201612
O'Brien Wealth Partners LLC 12120.04%0.06%0.08%Q4 2020Q3 202312
AIA Group Ltd 12120.23%0.37%0.62%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.68%0.79%0.94%Q4 2016Q3 201912
Elkfork Partners LLC 12120.90%1.05%1.28%Q4 2016Q3 201912
Nelson Capital Management, LLC 840.00%0.01%0.03%Q2 2014Q3 201912
Meadow Creek Investment Management LLC 12120.90%1.03%1.26%Q4 2016Q3 201912
WOLFF WIESE MAGANA LLC 12120.10%0.12%0.14%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.60%0.69%0.86%Q4 2016Q3 201912
Nippon Life Global Investors Americas, Inc. 840.15%0.43%0.88%Q3 2020Q3 202312
Jacobus Wealth Management, Inc. 12120.03%0.04%0.05%Q4 2014Q3 201712
CSat Investment Advisory, L.P. 12120.00%0.26%0.46%Q2 2018Q1 202112
Axel Capital Management, LLC 12120.25%1.48%5.96%Q2 2013Q1 201612
Freedom Day Solutions, LLC 840.09%0.11%0.12%Q3 2020Q3 202312
Permanens Capital L.P. 12120.04%0.67%1.38%Q2 2019Q1 202212
VSR Financial Services, Inc. 1110.02%0.04%0.08%Q2 2013Q2 201612
Global Financial Private Capital, Inc 12120.09%0.28%0.46%Q3 2017Q2 202012
Hemington Wealth Management 12120.17%0.23%0.37%Q4 2020Q3 202312
WealthTrust Fairport, LLC 750.01%0.01%0.01%Q2 2013Q1 201912
Prana Capital Management, LP 410.10%2.19%6.03%Q4 2018Q3 202312
Capital Directions Investment Advisors, LLC 620.00%0.01%0.07%Q3 2019Q4 202212
Assured Investment Management LLC 710.00%0.05%0.22%Q1 2015Q1 201912
Garner Asset Management Corp 840.09%0.11%0.14%Q3 2020Q3 202312
PATRON PARTNERS, LLC 12121.04%1.19%1.41%Q4 2020Q3 202312
Nitorum Capital, L.P. 841.93%2.96%4.83%Q1 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.18%0.22%0.29%Q4 2018Q3 202112
Berger Financial Group, Inc 12120.05%0.64%1.09%Q4 2020Q3 202312
NinePointTwo Capital LLC 12120.24%0.32%0.39%Q4 2020Q3 202312
Icon Wealth Partners, LLC 810.01%0.49%0.73%Q1 2019Q3 202312
Pinnacle Holdings, LLC 910.04%0.06%0.08%Q1 2020Q3 202312
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 12120.37%0.49%0.63%Q2 2018Q1 202112
COMERICA SECURITIES INC 1110.10%0.19%0.27%Q4 2014Q4 201812
Golden Green, Inc. 12120.32%0.58%1.23%Q4 2020Q3 202312
SUFFOLK CAPITAL MANAGEMENT LLC 310.20%1.28%1.99%Q2 2013Q3 201812
Bluegrass Capital Partners LP 12128.30%10.70%13.45%Q4 2020Q3 202312
Prospect Hill Management, LLC 12121.70%2.03%2.47%Q4 2020Q3 202312
Teza Capital Management LLC 310.09%0.69%1.54%Q4 2016Q3 202312
Merrion Investment Management Co, LLC 12120.25%0.86%1.20%Q4 2020Q3 202312
Renasant Bank 12120.28%0.69%0.90%Q4 2020Q3 202312
Dorsey Wright & Associates 840.27%0.94%1.68%Q4 2017Q4 202012
Gideon Capital Advisors, Inc. 310.12%0.76%2.43%Q2 2014Q3 201912
Oak Harvest Investment Services 12121.35%1.61%1.78%Q4 2020Q3 202312
Hodges Capital Management Inc. 810.01%0.04%0.08%Q1 2017Q3 202012
TD Securities (USA) LLC 12120.19%0.41%0.51%Q2 2013Q1 201612
WD RUTHERFORD LLC 12122.00%2.46%3.00%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.15%0.21%0.35%Q3 2020Q3 202312
PacWest Financial Management Inc 12120.24%0.96%1.16%Q1 2014Q4 201612
PartnerRe Asset Management CORP 12120.26%0.30%0.36%Q2 2013Q1 201612
REYNOLDS CAPITAL MANAGEMENT LLC 12120.46%0.69%0.90%Q2 2013Q1 201612
ALERUS FINANCIAL NA 12120.02%0.53%0.90%Q4 2020Q3 202312
Rede Wealth, LLC 12120.20%0.23%0.26%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.66%0.75%0.86%Q4 2020Q3 202312
Harvest Investment Services, LLC 12120.09%0.39%1.06%Q1 2019Q4 202112
Dash Acquisitions Inc. 12122.62%5.51%7.26%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.46%1.16%1.54%Q4 2020Q3 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Concord Wealth Partners 12120.10%0.16%0.23%Q4 2020Q3 202312
GREYSTONE INVESTMENT MANAGEMENT LLC 12122.03%2.43%2.84%Q1 2016Q4 201812
Intrua Financial, LLC 12120.12%0.35%1.19%Q2 2020Q1 202312
4J Wealth Management LLC 12121.20%1.33%1.56%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.11%0.80%0.98%Q4 2020Q3 202312
OKABENA INVESTMENT SERVICES INC 840.52%1.29%2.22%Q4 2019Q3 202312
Black Diamond Financial, LLC 840.07%0.09%0.11%Q3 2020Q3 202312
NEW YORK LIFE TRUST CO 1020.01%0.32%0.54%Q4 2013Q1 201712
Alcosta Capital Management, Inc. 12123.60%4.39%5.56%Q4 2020Q3 202312
Polar Capital Holdings Plc 12120.28%0.60%1.26%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.44%0.53%0.63%Q4 2020Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.10%0.35%0.53%Q4 2018Q3 202112
Journey Advisory Group, LLC 12120.11%0.17%0.21%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.14%0.21%0.29%Q4 2020Q3 202312
BOURNE LENT ASSET MANAGEMENT INC 12120.48%0.62%0.87%Q4 2020Q3 202312
Citadel Investment Advisory, Inc. 12120.24%0.27%0.31%Q4 2020Q3 202312
Salomon & Ludwin, LLC 660.00%0.04%0.07%Q4 2018Q3 202312
Geo Capital Gestora de Recursos Ltd 12120.02%0.05%0.08%Q4 2020Q3 202312
Marcus Capital, LLC 12121.94%2.69%3.81%Q4 2015Q3 201812
Wellspring Financial Advisors, LLC 530.07%0.08%0.11%Q2 2020Q3 202312
HENDLEY & CO INC 840.09%0.16%0.31%Q3 2020Q3 202312
Ameritas Investment Company, LLC 12120.17%0.46%0.74%Q4 2018Q3 202112
Brookfield Asset Management 610.00%0.02%0.09%Q2 2013Q2 202312
VAN STRUM & TOWNE INC. 12120.26%0.31%0.40%Q4 2020Q3 202312
Veritas Investment Partners (UK) Ltd. 12125.50%6.07%7.31%Q4 2020Q3 202312
Brendel Financial Advisors LLC 750.00%1.89%3.38%Q1 2019Q2 202212
HOWARD FINANCIAL SERVICES, LTD. 12120.11%0.20%0.26%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.85%1.00%1.24%Q4 2020Q3 202312
Aveo Capital Partners, LLC 1110.04%0.06%0.09%Q3 2020Q3 202312
Waterfront Wealth Inc. 12120.24%0.31%0.53%Q4 2020Q3 202312
Golden State Wealth Management, LLC 930.12%0.18%0.25%Q1 2019Q1 202212
Siemens Fonds Invest GmbH 12120.66%1.01%1.52%Q4 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12121.06%1.34%1.80%Q2 2013Q1 201612
Curated Wealth Partners LLC 12120.26%0.45%0.77%Q4 2020Q3 202312
GLOBE LIFE INC. 930.42%1.04%2.43%Q3 2013Q3 201612
Tradition Wealth Management, LLC 12120.04%0.07%0.14%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.14%0.17%0.23%Q4 2020Q3 202312
PETERSON WEALTH MANAGEMENT 1020.69%1.46%3.30%Q4 2019Q3 202312
ALLEGHANY CORP /DE 12121.26%2.02%2.76%Q1 2018Q4 202012
Annapolis Financial Services, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
Valley Brook Capital Group, Inc. 12120.57%0.62%0.72%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.11%0.14%0.20%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12120.44%0.59%0.75%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.22%0.35%0.67%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.14%0.26%0.36%Q4 2020Q3 202312
Eisler Capital (UK) Ltd. 660.00%0.52%1.71%Q2 2022Q3 202312
SOA Wealth Advisors, LLC. 12120.02%0.02%0.02%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.21%0.43%0.68%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.62%0.77%0.96%Q4 2020Q3 202312
Blueprint Investment Partners LLC 840.07%0.27%0.43%Q3 2020Q3 202312
Tranquilli Financial Advisor LLC 12120.20%0.25%0.30%Q4 2020Q3 202312
Sierra Capital LLC 11110.22%0.26%0.32%Q1 2021Q3 202311
TimesSquare Capital Management, LLC 1010.00%0.05%0.06%Q2 2013Q2 202111
FRIESS ASSOCIATES LLC 11110.30%1.49%1.89%Q1 2018Q3 202011
Stanley-Laman Group, Ltd. 830.08%0.47%0.77%Q1 2020Q3 202311
Riggs Asset Managment Co. Inc. 1010.00%0.01%0.01%Q4 2019Q3 202311
State of Wyoming 11110.10%0.44%1.14%Q1 2021Q3 202311
Monument Capital Management 610.00%0.13%0.27%Q3 2018Q3 202311
Minot Wealth Management LLC 11110.13%0.21%0.29%Q4 2019Q2 202211
Spire Wealth Management 11110.61%0.88%1.23%Q1 2021Q3 202311
AXS Investments LLC 11110.15%2.38%3.95%Q1 2021Q3 202311
FARALLON CAPITAL MANAGEMENT LLC 11111.20%1.67%2.00%Q1 2021Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.36%0.40%0.43%Q4 2020Q3 202311
Empowered Funds, LLC 810.13%0.24%0.52%Q3 2019Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.03%0.04%Q4 2020Q3 202311
Loveless Wealth Management LLC 11110.43%0.53%0.59%Q4 2019Q2 202211
Prentice Wealth Management LLC 11110.20%0.31%0.48%Q1 2021Q3 202311
Bridgewater Wealth & Financial Management, LLC 11111.40%1.68%1.98%Q4 2014Q2 201711
Dunvegan Associates, Inc. 11116.88%9.00%11.21%Q2 2013Q4 201511
AMERICAN NATIONAL INSURANCE CO 11110.67%0.75%0.84%Q3 2019Q1 202211
TCG Advisory Services, LLC 830.14%0.20%0.38%Q4 2020Q3 202311
Range Financial Group LLC 11110.22%0.26%0.30%Q1 2021Q3 202311
Bellwether Advisors, LLC 1010.00%0.07%0.43%Q4 2020Q3 202311
Requisite Capital Management, LLC 740.06%0.23%0.48%Q4 2018Q3 202111
CORBETT ROAD CAPITAL MANAGEMENT, LLC 11110.54%0.85%1.53%Q4 2019Q2 202211
Navalign, LLC 11110.10%0.13%0.15%Q1 2021Q3 202311
Yellowstone Partners, LLC 920.49%0.72%0.87%Q3 2014Q4 201711
Activest Wealth Management 11110.05%0.12%0.38%Q1 2021Q3 202311
SEAVIEW INVESTMENT MANAGERS LLC 832.45%2.67%3.10%Q3 2020Q2 202311
Nebula Capital Management, LP 11114.49%6.46%7.88%Q3 2013Q1 201611
FIDGEON TIMOTHY F 11111.36%2.03%2.80%Q1 2013Q3 201511
Meristem Family Wealth, LLC 11110.04%0.07%0.11%Q3 2019Q1 202211
10-15 ASSOCIATES, INC. 11110.05%0.06%0.08%Q1 2018Q3 202011
Carnick & Kubik, LLC 1010.30%0.96%4.85%Q2 2013Q1 201611
Shamrock Asset Management LLC 11110.00%0.01%0.07%Q1 2017Q3 201911
Berkeley Capital Partners, LLC 510.08%0.10%0.16%Q3 2019Q3 202311
Crew Capital Management, Ltd. 11110.30%0.43%0.58%Q1 2021Q3 202311
Fragasso Group Inc. 11110.03%0.05%0.08%Q2 2021Q4 202311
Financial Enhancement Group LLC 920.00%0.03%0.05%Q3 2020Q2 202311
RPg Family Wealth Advisory, LLC 510.03%1.58%4.13%Q1 2016Q4 201911
SPHERA FUNDS MANAGEMENT LTD. 810.20%0.38%0.62%Q3 2014Q1 202211
West Family Investments, Inc. 1010.07%0.89%1.28%Q4 2020Q3 202311
Covey Capital Advisors, LLC 11110.21%0.32%0.43%Q1 2021Q3 202311
Patten Group, Inc. 11110.14%0.19%0.26%Q4 2016Q2 201911
Kingfisher Capital LLC 610.10%0.92%1.23%Q2 2013Q1 202111
BARING ASSET MANAGEMENT Ltd 11110.26%0.50%0.72%Q1 2015Q3 201711
Clearview Wealth Advisors LLC 11110.02%0.04%0.06%Q4 2020Q2 202311
TRAN CAPITAL MANAGEMENT, L.P. 11110.00%1.25%5.83%Q2 2013Q4 201511
Citizens National Bank Trust Department 830.04%0.09%0.19%Q1 2020Q3 202311
Kanen Wealth Management LLC 11110.08%0.18%0.30%Q1 2021Q3 202311
DAVIS SELECTED ADVISERS 11110.00%0.01%0.02%Q2 2013Q4 201511
HRT FINANCIAL LP 310.02%0.26%1.62%Q2 2018Q3 202311
BMT Investment Advisors 11111.61%1.92%2.29%Q3 2017Q1 202011
Addison Advisors LLC 1010.04%0.05%0.06%Q4 2020Q3 202311
Steamboat Capital Partners, LLC 11110.96%2.93%4.88%Q1 2019Q3 202111
PagnatoKarp Partners LLC 880.03%0.12%0.67%Q1 2018Q4 201911
M Holdings Securities, Inc. 610.05%0.07%0.08%Q2 2018Q2 202311
Joseph P. Lucia & Associates, LLC 520.03%0.04%0.05%Q2 2019Q2 202211
Newport Capital Group, LLC 920.36%0.56%0.71%Q4 2020Q3 202311
Opal Wealth Advisors, LLC 830.19%0.24%0.38%Q4 2020Q3 202311
Matarin Capital Management, LLC 11110.24%0.45%0.82%Q3 2017Q1 202011
Synergy Asset Management, LLC 11110.14%0.32%1.74%Q1 2021Q3 202311
American Financial Advisors, LLC 11110.05%0.06%0.09%Q1 2021Q3 202311
BREAKLINE CAPITAL LLC 411.99%4.92%10.07%Q4 2017Q4 202111
Pinnacle Summer Investments, Inc. 11110.02%0.03%0.09%Q2 2013Q4 201511
MAZAMA CAPITAL MANAGEMENT INC 11111.10%1.48%2.02%Q2 2013Q4 201511
CEERA INVESTMENTS, LLC 11111.60%1.93%2.62%Q1 2021Q3 202311
HILLMAN CO 749.67%13.36%16.18%Q4 2014Q3 202311
Stamos Capital Partners, L.P. 830.25%1.28%3.44%Q4 2018Q3 202211
CLARK FINANCIAL SERVICES GROUP INC /BD 510.39%0.62%0.91%Q2 2020Q3 202311
PORTLAND INVESTMENT COUNSEL INC. 11110.22%0.25%0.28%Q1 2021Q3 202311
MBE Wealth Management, LLC 1010.02%0.20%0.27%Q1 2020Q3 202311
Riverpoint Wealth Management Holdings, LLC 810.03%0.10%0.12%Q2 2018Q4 202211
CMT Capital Markets Trading GmbH 420.01%0.04%0.11%Q1 2020Q3 202311
INTREPID CAPITAL MANAGEMENT INC 920.08%0.88%1.62%Q1 2020Q3 202311
Werlinich Asset Management, LLC 11110.58%0.63%0.72%Q1 2021Q3 202311
EverPoint Asset Management, LLC 640.04%0.45%0.96%Q2 2014Q4 201611
Taylor, Cottrill LLC 11111.43%1.75%2.11%Q2 2013Q4 201511
Pallas Capital Advisors LLC 11110.13%0.22%0.37%Q1 2021Q3 202311
Grisanti Capital Management LLC 11113.22%4.48%6.55%Q4 2014Q2 201711
Wealth Dimensions Group, Ltd. 11110.15%0.22%0.31%Q1 2021Q3 202311
FIRST BUSINESS FINANCIAL SERVICES, INC. 11110.04%0.06%0.08%Q1 2021Q3 202311
AHL Partners LLP 11110.01%0.10%0.24%Q2 2015Q4 201711
Maryland State Retirement & Pension System 740.53%0.68%0.86%Q4 2020Q3 202311
Kensington Investment Counsel, LLC 831.30%1.59%2.07%Q4 2020Q3 202311
Pearl River Capital, LLC 510.12%0.86%1.32%Q3 2019Q2 202311
Ellis Investment Partners, LLC 11110.00%0.01%0.01%Q2 2019Q4 202111
MCIA Inc 920.09%0.98%1.47%Q2 2017Q3 202211
Bradley Mark J. 11113.53%4.07%4.56%Q4 2020Q2 202311
KALMAR INVESTMENTS INC /DE/ 11110.28%0.39%0.48%Q2 2013Q4 201511
BERKSHIRE CAPITAL HOLDINGS INC 11110.00%3.38%14.42%Q2 2019Q4 202111
FFT WEALTH MANAGEMENT LLC 810.02%0.10%0.28%Q4 2019Q3 202311
Apriem Advisors 650.00%0.01%0.03%Q4 2013Q1 201711
FERNBRIDGE CAPITAL MANAGEMENT LP 1011.98%4.19%8.14%Q4 2020Q3 202311
Zuckerman Investment Group, LLC 11110.04%0.08%0.14%Q1 2021Q3 202311
Connectus Wealth, LLC 11111.85%2.70%3.30%Q1 2021Q3 202311
Piscataqua Savings Bank 11112.22%2.64%3.09%Q1 2021Q3 202311
OPSEU Pension Plan Trust Fund 11110.11%0.22%0.47%Q1 2020Q3 202211
CAMBIAR INVESTORS LLC 11110.96%1.74%2.19%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.00%0.02%0.04%Q1 2014Q1 201711
British Airways Pensions Investment Management Ltd 910.47%0.58%0.98%Q4 2014Q1 202111
LifePlan Financial Group, Inc 11110.01%0.01%0.01%Q1 2018Q3 202011
Burns Matteson Capital Management, LLC 11110.56%0.77%0.91%Q4 2020Q2 202311
Harbor Group, Inc. 740.15%0.17%0.23%Q4 2020Q3 202311
Integrated Investment Consultants, LLC 710.01%0.05%0.10%Q1 2016Q2 202311
Lionsbridge Wealth Management LLC 11110.01%1.02%1.53%Q4 2019Q2 202211
American National Registered Investment Advisor, Inc. 11110.80%0.95%1.06%Q3 2019Q1 202211
KFA Private Wealth Group, LLC 740.10%0.12%0.17%Q3 2020Q3 202311
Ohio National Investments, Inc. 11110.31%0.36%0.40%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.10%0.13%0.16%Q4 2017Q2 202011
WESTWOOD HOLDINGS GROUP INC 710.00%0.00%0.00%Q2 2017Q3 202311
Adero Partners, LLC 650.03%0.07%0.20%Q4 2020Q3 202311
GSB Wealth Management, LLC 11110.08%0.12%0.22%Q1 2021Q3 202311
GoalVest Advisory LLC 830.04%0.32%0.89%Q4 2020Q4 202311
Soroban Capital Partners LP 410.32%1.57%2.91%Q2 2016Q3 202311
WEST BANCORPORATION INC 520.14%0.21%0.36%Q4 2019Q3 202311
Mayar Capital Ltd. 11114.53%5.20%6.28%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.34%0.63%0.78%Q1 2021Q3 202311
NFJ INVESTMENT GROUP, LLC 11110.34%0.71%1.27%Q1 2021Q3 202311
Phoenix Wealth Advisors 740.15%0.31%0.67%Q4 2020Q3 202311
New England Research & Management, Inc. 510.18%0.37%0.89%Q1 2014Q3 202211
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 920.01%0.10%0.15%Q1 2017Q4 202211
KB FINANCIAL PARTNERS, LLC 11110.06%0.19%0.38%Q1 2021Q3 202311
GLOBEFLEX CAPITAL L P 650.00%0.27%0.68%Q2 2019Q3 202311
Douglas C. Lane & Associates, Inc. 11111.34%1.50%1.69%Q2 2013Q4 201511
Sage Mountain Advisors LLC 11110.04%0.09%0.18%Q1 2021Q3 202311
Princeton Alpha Management LP 510.14%0.48%1.07%Q4 2013Q1 201711
CURIAN CAPITAL LLC 11110.01%0.02%0.03%Q2 2013Q4 201511
Blue Chip Wealth Management, Inc. 11110.93%1.35%1.62%Q1 2018Q3 202011
Cavalier Investments, LLC 740.03%0.61%1.05%Q2 2018Q1 202111
BINGHAM OSBORN & SCARBOROUGH LLC 1010.02%0.03%0.04%Q3 2018Q3 202111
ARGUS INVESTORS' COUNSEL, INC. 11110.12%0.38%0.53%Q1 2021Q3 202311
CANANDAIGUA NATIONAL CORP 11110.86%1.03%1.27%Q2 2020Q4 202211
Chicago Wealth Management, Inc. 11110.18%0.20%0.22%Q1 2021Q3 202311
Tetrem Capital Management Ltd. 11110.54%1.40%2.02%Q4 2014Q2 201711
Centerpoint Advisors, LLC 1010.01%0.18%0.22%Q1 2018Q3 202311
BADGLEY PHELPS & BELL INC 10100.01%0.02%0.02%Q1 2019Q2 202110
Graticule Asia Macro Advisors LLC 910.02%0.94%2.64%Q1 2017Q3 201910
New World Advisors LLC 910.01%0.18%0.25%Q1 2019Q3 202310
Running Point Capital Advisors, LLC 10100.09%0.15%0.18%Q2 2021Q3 202310
WEALTHCARE CAPITAL MANAGEMENT LLC 710.00%0.00%0.01%Q3 2014Q1 202110
Nuveen Fund Advisors, LLC 10100.29%0.70%1.09%Q2 2016Q3 201810
MID CONTINENT CAPITAL LLC/IL 10102.50%2.87%3.50%Q2 2013Q3 201510
Fortress Wealth Group, LLC 10100.19%0.41%0.54%Q2 2021Q3 202310
Independent Wealth Network Inc. 440.01%0.14%0.18%Q3 2021Q3 202310
ROBERTS GLORE & CO INC /IL/ 410.06%0.07%0.09%Q4 2019Q3 202310
Neuberger Berman Canada ULC 990.00%0.36%0.72%Q3 2015Q3 201710
COMPTON CAPITAL MANAGEMENT INC /RI 730.07%0.17%0.31%Q2 2018Q2 202210
ROCKY MOUNTAIN ADVISERS, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Bouchey Financial Group Ltd 10100.08%0.10%0.13%Q1 2014Q2 201610
Pekin Hardy Strauss, Inc. 910.03%0.04%0.06%Q3 2019Q2 202210
Graham Capital Management, L.P. 310.03%0.15%0.70%Q2 2014Q3 202310
Human Investing LLC 10100.03%0.44%0.71%Q4 2018Q1 202110
Visium Asset Management, LP 510.00%0.09%0.49%Q3 2013Q2 201610
AMS Capital Ltda 510.67%3.33%6.33%Q3 2018Q1 202310
PREMIER ASSET MANAGEMENT LLC 10101.94%2.21%2.59%Q3 2013Q4 201510
TAURUS ASSET MANAGEMENT, LLC 10100.06%0.07%0.08%Q2 2021Q3 202310
Spectrum Wealth Advisory Group, LLC 10100.34%0.43%0.53%Q2 2021Q3 202310
D'Orazio & Associates, Inc. 10100.09%0.11%0.16%Q2 2021Q3 202310
Eagle Bay Advisors LLC 10100.16%0.20%0.28%Q2 2021Q3 202310
Index Management Solutions, LLC 10100.00%0.04%0.15%Q2 2013Q3 201510
Amundi 10100.68%0.81%1.04%Q2 2021Q3 202310
STRATEGIC CAPITAL ADVISERS, INC. 10100.22%0.34%0.51%Q4 2017Q1 202010
GeoWealth Management, LLC 510.00%0.01%0.06%Q3 2019Q3 202310
SP Asset Management 10100.06%0.07%0.10%Q2 2020Q3 202210
HighVista Strategies LLC 730.49%3.37%7.68%Q2 2013Q3 202310
Salvus Wealth Management, LLC 10100.18%0.38%0.46%Q2 2021Q3 202310
Congress Park Capital LLC 410.11%0.18%0.23%Q3 2018Q4 202110
RS INVESTMENT MANAGEMENT CO LLC 640.00%0.01%0.02%Q2 2013Q2 201610
J.Safra Asset Management Corp 430.00%0.12%0.56%Q4 2015Q3 202310
Tuscan Ridge Asset Management LLC 440.03%0.16%0.56%Q4 2018Q3 201910
Annex Advisory Services, LLC 820.01%0.02%0.02%Q1 2021Q3 202310
HBW ADVISORY SERVICES LLC 10100.09%0.29%0.74%Q4 2019Q1 202210
Turim 21 Investimentos Ltda. 640.05%3.04%12.36%Q1 2020Q3 202210
L2 Asset Management, LLC 820.21%0.34%0.45%Q1 2021Q3 202310
Capital Markets Trading UK LLP 410.01%0.02%0.04%Q3 2020Q3 202310
DCM Advisors, LLC 820.09%0.18%0.37%Q4 2020Q3 202310
Barrett Asset Management, LLC 10100.01%0.04%0.06%Q4 2019Q1 202210
Twin Lakes Capital Management, LLC 550.05%0.06%0.08%Q1 2021Q3 202310
Athanor Capital, LP 10100.87%1.66%2.47%Q2 2019Q3 202110
F/M Investments LLC 640.16%0.22%0.32%Q1 2021Q3 202310
6 Meridian 10100.21%0.66%0.84%Q1 2018Q2 202010
Atlantic Union Bankshares Corp 510.02%0.10%0.40%Q1 2014Q3 202310
Maytus Capital Management, LLC 911.43%3.18%6.33%Q3 2019Q4 202210
IndexIQ Advisors LLC 10100.00%0.16%0.26%Q4 2019Q1 202210
PRW Wealth Management LLC 510.08%0.37%0.85%Q4 2018Q3 202310
Liontrust Investment Partners LLP 910.03%0.50%0.94%Q4 2020Q3 202310
Auxano Advisors, LLC 10100.11%0.13%0.17%Q2 2021Q3 202310
VisionPoint Advisory Group, LLC 640.15%0.35%0.77%Q4 2020Q3 202310
Invictus RG Pte. Ltd. 10100.05%0.28%0.47%Q2 2013Q3 201510
Union Bancaire Privee Asset Management LLC 10102.53%2.97%3.19%Q4 2018Q1 202110
Octavia Wealth Advisors, LLC 10100.05%0.06%0.09%Q2 2021Q3 202310
Adams Chetwood Wealth Management LLC 10100.19%0.26%0.34%Q4 2019Q1 202210
Sturgeon Ventures LLP 820.20%3.82%12.70%Q2 2018Q4 202010
PARUS FINANCE (UK) Ltd 10101.13%3.46%5.22%Q3 2012Q4 201410
Lumina Fund Management LLC 910.28%0.41%0.81%Q1 2014Q1 202210
Smith Anglin Financial, LLC 640.04%0.05%0.06%Q4 2020Q3 202310
CHATHAM CAPITAL GROUP, INC. 10100.04%0.21%0.44%Q2 2021Q3 202310
HOEY INVESTMENTS, INC 640.00%0.01%0.02%Q1 2021Q3 202310
First Bancorp, Inc /ME/ 910.19%0.22%0.24%Q1 2021Q3 202310
Altus Wealth Group LLC 910.14%0.39%0.56%Q4 2020Q3 202310
Hitchwood Capital Management LP 510.30%2.27%4.82%Q4 2018Q4 202210
HoyleCohen, LLC 820.02%0.02%0.03%Q3 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.02%0.03%0.04%Q1 2021Q3 202310
Accel Wealth Management 10100.03%0.06%0.10%Q4 2020Q1 202310
WESPAC Advisors SoCal, LLC 510.01%1.02%2.80%Q4 2015Q3 202310
Lion Street Advisors, LLC 910.18%0.22%0.26%Q1 2020Q3 202310
Peterson Wealth Advisors, LLC 620.06%0.10%0.14%Q2 2019Q1 202310
Well Done, LLC 710.01%0.05%0.06%Q1 2018Q1 202310
JTC Employer Solutions Trustee Ltd 10100.52%0.63%0.83%Q2 2021Q3 202310
New England Investment & Retirement Group, Inc. 10100.09%0.12%0.14%Q2 2019Q3 202110
Northstar Group, Inc. 640.05%0.06%0.06%Q1 2021Q3 202310
Heathbridge Capital Management Ltd. 910.06%0.08%0.13%Q1 2020Q2 202310
E Fund Management Co., Ltd. 910.04%0.16%0.34%Q1 2021Q3 202310
Union Heritage Capital, LLC 10102.98%4.15%6.22%Q1 2021Q2 202310
Cheviot Value Management, LLC 640.05%0.07%0.09%Q1 2021Q3 202310
Syverson Strege & Co 10100.02%0.03%0.05%Q4 2020Q1 202310
JOYN Advisors, Inc. 10100.04%0.08%0.15%Q4 2017Q1 202010
MONEY CONCEPTS CAPITAL CORP 820.04%0.07%0.09%Q4 2020Q3 202310
Traynor Capital Management, Inc. 820.03%0.03%0.05%Q3 2020Q3 202310
Deseret Mutual Benefit Administrators 10100.10%0.30%0.37%Q2 2021Q3 202310
Beach Investment Management, LLC. 641.06%1.72%3.31%Q2 2013Q2 201610
NTV ASSET MANAGEMENT LLC 640.06%0.07%0.08%Q4 2017Q3 202310
Westover Capital Advisors, LLC 820.11%0.13%0.17%Q3 2020Q3 202310
EMFO, LLC 10100.14%0.76%1.57%Q2 2021Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.15%0.52%Q2 2021Q3 202310
Allegis Investment Advisors, LLC 10100.67%0.87%1.09%Q4 2015Q1 201810
Summit Financial, LLC 10100.05%0.11%0.14%Q2 2021Q3 202310
Metropolis Capital Ltd 10101.82%4.08%5.44%Q3 2021Q4 202310
Successful Portfolios LLC 10100.12%0.16%0.20%Q3 2020Q4 202210
Peninsula Wealth, LLC 810.08%0.10%0.11%Q4 2019Q3 202310
Oliver Luxxe Assets LLC 10100.08%0.12%0.16%Q3 2019Q4 202110
Emerson Point Capital LP 10100.26%4.09%6.59%Q4 2018Q1 202110
Zhang Financial LLC 10100.03%0.04%0.06%Q2 2021Q3 202310
Bell Rock Capital LLC 820.01%0.39%0.80%Q4 2018Q1 202210
CARILLON TOWER ADVISERS, INC. 910.06%0.11%0.13%Q2 2018Q4 202010
Lumature Wealth Partners, LLC 10100.06%0.10%0.16%Q1 2021Q2 202310
WOODMONT INVESTMENT COUNSEL LLC 710.00%0.10%0.17%Q2 2015Q3 202310
NatWest Group plc 10100.01%0.08%0.26%Q2 2013Q3 201510
Connecticut Wealth Management, LLC 730.02%0.08%0.20%Q3 2020Q3 202310
BRR OpCo, LLC 10100.06%0.12%0.27%Q2 2018Q3 202010
Crestwood Capital Management, L.P. 910.68%2.25%3.18%Q2 2014Q4 201710
BEAM WEALTH ADVISORS, INC. 820.19%0.63%0.79%Q4 2019Q3 202310
O'Dell Group, LLC 520.03%0.07%0.13%Q2 2019Q3 202310
BESSEMER SECURITIES LLC 10100.22%0.30%0.44%Q1 2021Q2 202310
Evolution Wealth Advisors, LLC 10100.00%0.02%0.04%Q2 2019Q3 202110
Clear Perspectives Financial Planning, LLC 10100.02%0.03%0.03%Q4 2020Q1 202310
Commonwealth Financial Services, LLC 910.03%0.06%0.14%Q1 2015Q3 202310
PrairieView Partners, LLC 10100.00%0.01%0.06%Q1 2021Q2 202310
Crossvault Capital Management LLC 10100.07%0.12%0.14%Q1 2019Q2 202110
Point72 Middle East FZE 440.01%0.12%0.77%Q4 2022Q3 202310
Taylor Hoffman Wealth Management 910.00%0.00%0.01%Q4 2017Q2 202010
LOEB PARTNERS CORP 10100.47%0.58%0.84%Q2 2013Q3 201510
Lake Point Wealth Management 520.00%0.01%0.08%Q4 2018Q2 202210
CITY NATIONAL BANK 10100.43%0.89%1.31%Q2 2013Q3 201510
Warther Private Wealth, LLC 10100.75%0.83%1.01%Q2 2021Q3 202310
Accurate Wealth Management, LLC 10100.15%0.47%1.07%Q2 2021Q3 202310
Tuttle Capital Management, LLC 820.32%1.18%3.26%Q1 2018Q1 202110
1900 WEALTH MANAGEMENT LLC 640.02%0.03%0.06%Q1 2021Q3 202310
Private Harbour Investment Management & Counsel, LLC 10100.13%0.17%0.24%Q3 2013Q4 201510
Bay Harbor Wealth Management, LLC 10100.02%0.03%0.03%Q4 2018Q1 202110
McClarren Financial Advisors, Inc. 550.00%0.03%0.12%Q1 2021Q3 202310
CHILDRESS CAPITAL ADVISORS, LLC 910.18%0.28%0.34%Q4 2020Q3 202310
LEE DANNER & BASS INC 10100.03%0.03%0.04%Q2 2021Q3 202310
RONALD BLUE & CO LLC 10100.02%0.03%0.04%Q2 2013Q3 201510
Schneider Downs Wealth Management Advisors, LP 10100.07%0.19%0.26%Q2 2020Q3 202210
Madison Street Partners, LLC 10102.96%7.42%13.24%Q2 2013Q3 201510
Essex Private Wealth Management, LLC 990.50%0.57%0.62%Q4 2019Q4 20219
San Luis Wealth Advisors LLC 990.12%1.03%1.92%Q3 2021Q3 20239
Price Wealth, LLC 630.00%0.15%0.71%Q4 2017Q3 20209
Ten Capital Wealth Advisors, LLC 630.00%0.01%0.08%Q4 2020Q2 20239
swisspartners Ltd. 990.50%0.64%0.83%Q4 2020Q4 20229
APEX CAPITAL, LLC 770.74%1.74%2.42%Q2 2014Q4 20159
Stelac Advisory Services LLC 410.04%0.08%0.21%Q3 2019Q3 20239
BHF Kleinwort Benson Group S.A. 710.02%0.16%0.34%Q2 2013Q1 20169
Perkins Coie Trust Co 810.00%0.00%0.00%Q2 2019Q3 20239
ELEFANTE MICHAEL B 992.56%3.06%3.54%Q4 2012Q4 20149
Benson Investment Management Company, Inc. 540.01%0.02%0.02%Q4 2016Q1 20199
Jump Financial, LLC 410.04%0.14%0.30%Q3 2020Q3 20239
One River Asset Management, LLC 440.03%0.20%0.83%Q4 2022Q3 20239
ARS Wealth Advisors Group, LLC 991.14%1.48%1.64%Q3 2021Q3 20239
Bellecapital International Ltd. 810.07%0.09%0.14%Q4 2019Q1 20229
Essex LLC 990.13%0.16%0.28%Q3 2021Q3 20239
Strong Tower Advisory Services 990.53%0.70%0.84%Q3 2021Q3 20239
Integrated Wealth Management 990.14%0.24%0.28%Q1 2015Q1 20179
HMI Capital Management, L.P. 995.57%8.05%9.69%Q2 2019Q2 20219
Pantheon Investment Group, LLC 990.81%1.01%1.18%Q4 2019Q4 20219
Marks Group Wealth Management, Inc 990.09%0.10%0.11%Q3 2021Q3 20239
Hayden Royal, LLC 410.22%0.30%0.51%Q2 2019Q4 20219
Five Oceans Advisors 990.43%0.50%0.63%Q3 2021Q3 20239
Herold Advisors, Inc. 992.08%2.32%2.59%Q3 2021Q3 20239
Stratos Investment Management, LLC 990.80%0.86%0.90%Q3 2021Q3 20239
BTR CAPITAL MANAGEMENT INC 810.02%0.04%0.05%Q4 2019Q1 20229
SMITH SHELLNUT WILSON LLC /ADV 540.10%0.27%0.38%Q4 2016Q3 20209
Crescent Grove Advisors, LLC 990.03%0.04%0.06%Q2 2021Q2 20239
North Fourth Asset Management, LP 510.12%1.19%2.82%Q4 2018Q4 20219
Core Alternative Capital 990.01%0.03%0.07%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.15%0.18%0.21%Q2 2013Q2 20159
Verity Asset Management, Inc. 520.14%0.25%0.46%Q1 2021Q3 20239
Virtus Investment Advisers, Inc. 630.02%0.26%0.37%Q3 2016Q1 20239
Capital Group Private Client Services, Inc. 990.01%0.46%0.93%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.06%0.19%0.66%Q4 2019Q3 20239
Callahan Advisors, LLC 810.03%0.10%0.61%Q2 2021Q3 20239
COOPER/HAIMS ADVISORS, LLC 810.14%0.16%0.22%Q3 2020Q4 20229
U.S. Capital Wealth Advisors, LLC 990.28%0.31%0.35%Q3 2021Q3 20239
Squar Milner Financial Services LLC 990.17%0.34%0.67%Q2 2018Q2 20209
CAXTON CORP 630.18%0.47%1.08%Q2 2019Q1 20229
Paragon Capital Management LLC 410.07%0.10%0.12%Q1 2019Q1 20229
Stanford Investment Group, Inc. 990.04%0.05%0.09%Q4 2014Q4 20169
X-Square Capital, LLC 990.13%0.20%0.26%Q3 2021Q3 20239
WealthShield Partners, LLC 520.04%0.11%0.26%Q2 2020Q3 20239
Cardan Capital Partners, LLC 990.22%0.26%0.28%Q3 2019Q3 20219
Cypress Capital, LLC 610.01%0.06%0.09%Q1 2021Q3 20239
55I, LLC 990.02%0.07%0.13%Q3 2020Q3 20229
APPLIED RESEARCH INVESTMENTS, LLC 990.87%2.22%4.28%Q2 2020Q2 20229
Campbell & CO Investment Adviser LLC 210.08%0.70%1.58%Q1 2014Q1 20239
Badgley Phelps Wealth Managers, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
INVESTMENT CENTERS OF AMERICA INC 990.02%0.03%0.04%Q3 2015Q3 20179
Socorro Asset Management LP 992.94%3.86%4.28%Q4 2020Q4 20229
Meridian Wealth Partners, LLC 630.04%0.07%0.08%Q4 2019Q3 20239
CLOVERFIELDS CAPITAL GROUP, LP 810.00%0.92%1.82%Q2 2021Q3 20239
STONNINGTON GROUP, LLC 990.12%0.22%0.53%Q1 2021Q1 20239
Mondrian Investment Partners LTD 990.30%1.36%2.67%Q4 2014Q4 20169
Burgundy Asset Management Ltd. 990.90%1.70%2.02%Q3 2021Q3 20239
Capital Financial Services, LLC 992.22%2.57%2.95%Q4 2020Q4 20229
Arnhold LLC 990.08%0.08%0.10%Q1 2020Q1 20229
Boit C F David 542.04%2.60%3.05%Q2 2021Q3 20239
Cornell Pochily Investment Advisors, Inc. 720.08%0.09%0.10%Q4 2020Q3 20239
Castleview Partners, LLC 810.04%0.73%1.05%Q2 2021Q3 20239
Everhart Financial Group, Inc. 990.17%0.32%0.44%Q3 2021Q3 20239
CHELSEA COUNSEL CO 990.22%0.25%0.35%Q2 2020Q2 20229
Blue Barn Wealth, LLC 990.25%0.28%0.32%Q3 2021Q3 20239
FORA Capital, LLC 310.10%0.69%1.88%Q4 2019Q2 20239
FNY Investment Advisers, LLC 310.00%0.03%0.21%Q2 2018Q3 20229
High Net Worth Advisory Group LLC 990.10%0.22%0.36%Q4 2021Q4 20239
SHEPHERD KAPLAN KROCHUK, LLC 990.10%0.31%0.46%Q3 2016Q3 20189
Invictus RG 540.10%0.27%0.62%Q4 2015Q2 20189
Mount Lucas Management LP 990.02%0.38%0.52%Q3 2017Q3 20199
STEINBERG ASSET MANAGEMENT LLC 991.03%1.25%1.50%Q3 2021Q3 20239
Psagot Value Holdings Ltd. / (Israel) 992.47%3.26%4.27%Q3 2021Q3 20239
Agate Pass Investment Management, LLC 991.31%1.59%1.91%Q4 2021Q4 20239
Delta Investment Management, LLC 810.31%0.69%1.33%Q2 2019Q3 20239
Perpetual Investment Management Ltd 990.08%0.43%0.72%Q4 2020Q4 20229
Alera Investment Advisors, LLC 720.04%0.06%0.08%Q4 2018Q3 20239
Quantinno Capital Management LP 810.16%0.32%0.42%Q4 2018Q3 20239
WEXFORD CAPITAL LP 510.02%0.44%1.24%Q3 2016Q2 20219
Sandell Asset Management Corp. 990.09%0.61%2.08%Q3 2018Q3 20209
PRECEPT MANAGEMENT LLC 660.03%1.26%3.74%Q1 2019Q2 20209
FARR MILLER & WASHINGTON LLC/DC 990.02%0.02%0.03%Q3 2019Q3 20219
Curi Wealth Management, LLC 810.04%2.06%2.85%Q4 2020Q3 20239
Kozak & Associates, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
BAR HARBOR TRUST SERVICES 990.00%0.26%0.37%Q2 2020Q2 20229
ELLINGTON MANAGEMENT GROUP LLC 210.02%0.18%0.35%Q2 2013Q4 20199
Strategic Global Advisors, LLC 630.74%0.96%1.34%Q2 2021Q3 20239
TIAA CREF TRUST CO FSB/MO 990.04%0.07%0.10%Q1 2015Q1 20179
PFG Private Wealth Management, LLC 990.02%0.05%0.06%Q3 2021Q3 20239
Stonehage Fleming (UK) Ltd 990.42%0.55%0.63%Q4 2013Q4 20159
Darwin Wealth Management, LLC 510.04%0.07%0.10%Q1 2020Q3 20239
FIRSTMERIT BANK N A TRUSTEE 990.02%0.02%0.03%Q2 2014Q2 20169
WCM INVESTMENT MANAGEMENT, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Kathmere Capital Management, LLC 990.08%0.10%0.18%Q2 2020Q2 20229
BLUE SQUARE ASSET MANAGEMENT, LLC 721.00%1.17%1.40%Q3 2019Q4 20219
Gerber Kawasaki Wealth & Investment Management 810.00%0.02%0.03%Q1 2021Q3 20239
Daniel Devine & Co 810.13%0.25%0.38%Q4 2015Q2 20189
Signature Financial Management, Inc. 990.84%0.94%1.06%Q4 2016Q4 20189
PLANNING DIRECTIONS INC 710.15%0.36%1.96%Q1 2020Q4 20229
Newfound Research LLC 990.10%0.19%0.32%Q3 2020Q3 20229
UNITED FIRE GROUP INC 991.25%2.60%4.79%Q3 2021Q3 20239
TLP GROUP LLC 510.00%0.14%0.26%Q4 2015Q3 20189
Whetstone Capital Advisors, LLC 990.17%1.52%2.88%Q1 2014Q1 20169
FirstPurpose Wealth LLC 880.37%0.41%0.52%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.42%0.46%0.53%Q2 2013Q1 20158
EMORY UNIVERSITY 880.01%0.01%0.01%Q1 2012Q4 20138
Livingston Group Asset Management CO (operating as Southport Capital Management) 610.04%0.10%0.15%Q2 2016Q4 20218
CLINTON GROUP INC 210.02%0.41%1.00%Q2 2014Q3 20188
Byrne Asset Management LLC 880.30%0.38%0.65%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.41%0.79%1.17%Q4 2021Q3 20238
Trust CO of the Ozarks 880.07%0.08%0.11%Q4 2013Q3 20158
GODSEY & GIBB, INC 420.01%0.03%0.05%Q4 2020Q3 20238
Itau Unibanco Holding S.A. 210.00%0.07%0.24%Q2 2019Q1 20238
GROUP ONE TRADING, L.P. 310.00%0.04%0.10%Q3 2016Q3 20228
Advisory Resource Group 880.14%0.17%0.21%Q4 2021Q3 20238
Duquesne Family Office 310.12%0.96%1.84%Q2 2017Q2 20218
FIRST COMMUNITY TRUST NA 880.04%0.05%0.06%Q4 2021Q3 20238
LGT Fund Management Co Ltd. 880.47%1.38%1.91%Q4 2021Q3 20238
HORIZON BANCORP INC /IN/ 440.10%0.20%0.29%Q4 2019Q3 20238
CABOT WEALTH MANAGEMENT INC 530.04%0.39%0.98%Q2 2013Q3 20228
Advisors Preferred, LLC 310.01%0.06%0.19%Q3 2017Q3 20238
LGT Group Foundation 881.78%2.03%2.18%Q4 2021Q3 20238
HB Wealth Management, LLC 880.06%0.07%0.09%Q4 2021Q3 20238
CHANNING GLOBAL ADVISORS, LLC 882.35%2.88%3.40%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 881.04%1.13%1.32%Q4 2021Q3 20238
Merlin Capital, Inc 880.56%1.00%1.48%Q4 2021Q3 20238
JACKSON HILL ADVISORS, LLC 8810.22%11.45%12.68%Q4 2021Q3 20238
Fortis Capital Management LLC 410.38%1.24%2.50%Q4 2019Q3 20238
Settian Capital LP 8811.84%13.63%18.90%Q4 2021Q3 20238
Marion Wealth Management 880.96%1.10%1.23%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.12%0.19%0.40%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.08%0.13%0.21%Q4 2021Q3 20238
KENFARB & CO. 882.51%2.67%2.90%Q4 2021Q3 20238
Davidson Capital Management Inc. 880.59%1.18%2.16%Q1 2020Q4 20218
Bay Rivers Group 880.92%1.03%1.12%Q1 2020Q4 20218
EverSource Wealth Advisors, LLC 880.07%0.16%0.33%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 881.34%1.42%1.59%Q4 2021Q3 20238
Pitti Group Wealth Management, LLC 880.32%0.46%0.53%Q4 2021Q3 20238
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 880.66%2.22%2.92%Q4 2021Q3 20238
Baker Avenue Asset Management, LP 880.01%0.03%0.06%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.82%0.98%1.07%Q4 2021Q3 20238
Two Creeks Capital Management, LP 532.72%4.71%6.06%Q4 2014Q3 20238
Abundance Wealth Counselors 710.02%0.07%0.16%Q1 2021Q3 20238
Watermark Asset Management, Inc. 880.00%0.00%0.00%Q1 2017Q4 20188
Intelligent Financial Strategies 881.20%1.45%1.97%Q4 2021Q3 20238
New Millennium Group LLC 880.18%0.41%0.65%Q4 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 880.78%0.93%1.20%Q4 2021Q3 20238
QUATTRO FINANCIAL ADVISORS LLC 880.29%0.63%2.60%Q1 2021Q4 20228
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.12%0.19%0.31%Q2 2013Q1 20158
CenterBook Partners LP 880.30%0.59%0.91%Q4 2021Q3 20238
Benchmark Investment Advisors LLC 882.03%2.26%2.99%Q4 2021Q3 20238
William Allan Corp 884.62%4.99%5.33%Q4 2021Q3 20238
Columbia Trust Co 01012016 530.19%0.30%0.36%Q4 2019Q4 20218
Capital Market Strategies LLC 530.37%0.46%0.53%Q4 2021Q4 20238
Advisor OS, LLC 510.06%0.24%0.38%Q2 2020Q3 20238
Robbins Farley 510.01%0.01%0.02%Q4 2020Q3 20238
Yarbrough Capital, LLC 880.27%0.35%0.44%Q4 2021Q3 20238
Barden Capital Management, Inc. 881.18%1.42%1.67%Q4 2021Q3 20238
KRS Capital Management, LLC 880.81%1.05%1.23%Q4 2021Q3 20238
Sand Hill Global Advisors, LLC 610.01%0.02%0.03%Q2 2021Q3 20238
TANDEM CAPITAL MANAGEMENT CORP /ADV 880.14%0.16%0.18%Q4 2021Q3 20238
Cerro Pacific Wealth Advisors LLC 880.18%0.40%0.54%Q2 2021Q1 20238
MARYLAND CAPITAL ADVISORS INC. 880.04%0.05%0.05%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.55%0.68%0.79%Q4 2021Q3 20238
City State Bank 880.15%0.16%0.17%Q4 2021Q3 20238
Highview Capital Management LLC/DE/ 880.14%0.17%0.21%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.11%0.19%0.24%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.19%0.23%0.28%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.03%0.04%0.04%Q3 2021Q3 20238
In-Depth Partners, LLC 886.74%9.02%10.95%Q4 2021Q3 20238
GFI Investment Counsel Ltd. 531.29%4.73%7.42%Q4 2018Q2 20218
Ahrens Investment Partners LLC 310.01%0.07%0.14%Q1 2018Q1 20238
Alapocas Investment Partners, Inc. 881.25%1.30%1.43%Q4 2021Q3 20238
White Knight Strategic Wealth Advisors, LLC 880.85%0.92%1.01%Q4 2021Q3 20238
GUARDIAN WEALTH ADVISORS, LLC / NC 880.11%0.15%0.23%Q4 2021Q3 20238
Endowment Wealth Management, Inc. 880.24%0.30%0.34%Q4 2021Q3 20238
Cypress Wealth Advisors LLC 880.12%0.27%0.32%Q2 2015Q1 20178
Gordian Capital Singapore Pte Ltd 882.24%2.78%3.65%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.11%0.15%0.22%Q4 2021Q3 20238
Evergreen Wealth Solutions, LLC 881.67%1.97%2.33%Q4 2021Q3 20238
Martin Capital Advisors, LLP 882.69%3.40%3.84%Q4 2021Q3 20238
Fountainhead AM, LLC 510.08%0.10%0.12%Q1 2021Q3 20238
Kolinsky Wealth Management, LLC 880.41%0.53%0.64%Q4 2021Q3 20238
West Financial Advisors, LLC 880.04%0.05%0.06%Q4 2020Q3 20228
Royal Capital Wealth Management, LLC 886.65%7.25%7.76%Q4 2021Q3 20238
Bank of New Hampshire 880.05%0.06%0.06%Q4 2021Q3 20238
Wedmont Private Capital 880.14%0.25%0.28%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.14%0.18%0.20%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 880.23%0.45%0.62%Q2 2013Q1 20158
Stiles Financial Services Inc 880.44%0.50%0.56%Q4 2021Q3 20238
KCS Wealth Advisory 710.06%0.11%0.16%Q3 2019Q2 20238
Schooner Investment Group, LLC. 880.47%0.81%1.21%Q4 2014Q3 20168
LWM Advisory Services, LLC 880.40%0.58%0.83%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 881.10%1.25%1.45%Q4 2021Q3 20238
SUVRETTA CAPITAL MANAGEMENT, LLC 771.01%2.36%3.95%Q1 2021Q3 20228
Intersect Capital LLC 880.09%0.12%0.18%Q3 2020Q2 20228
American Trust 880.25%0.34%0.49%Q4 2021Q3 20238
TD Capital Management LLC 440.00%0.00%0.00%Q1 2021Q2 20238
GUERRA PAN ADVISORS, LLC 880.30%0.39%0.49%Q4 2021Q3 20238
Rise Advisors, LLC 880.04%0.08%0.13%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.02%0.02%0.02%Q2 2013Q1 20158
Lavaca Capital LLC 410.01%0.18%0.49%Q4 2018Q3 20238
HST Ventures, LLC 882.64%8.03%13.86%Q4 2021Q3 20238
Tufton Capital Management 880.04%0.05%0.06%Q4 2021Q3 20238
Riverwater Partners LLC 710.44%0.49%0.53%Q4 2021Q4 20238
Desjardins Global Asset Management Inc. 880.46%0.80%1.30%Q4 2021Q3 20238
Industrial Alliance Investment Management Inc. 880.35%0.56%0.78%Q4 2021Q3 20238
Airain ltd 410.02%0.30%0.86%Q2 2013Q1 20178
Tesco Pension Investment Ltd 881.92%2.24%2.77%Q3 2020Q2 20228
Artal Group S.A. 710.37%0.82%1.61%Q3 2014Q1 20208
Consilium Wealth Advisory, LLC 880.80%1.00%1.23%Q4 2021Q3 20238
Intrinsic Value Partners, LLC 880.43%0.48%0.55%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.04%0.05%0.06%Q4 2021Q3 20238
Lynch Asset Management, Inc. 881.76%2.04%2.23%Q4 2021Q3 20238
PRAGMA GESTAO DE PATRIMONIO LTD 882.38%4.47%6.20%Q4 2019Q3 20218
Gary Goldberg Planning Services Inc 880.04%0.05%0.12%Q1 2013Q4 20148
O'Shares Investment Advisers, LLC 880.23%0.37%1.23%Q2 2020Q1 20228
Connective Portfolio Management, LLC 880.72%1.06%1.37%Q4 2021Q3 20238
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 888.92%10.28%12.31%Q2 2013Q1 20158
MBL Wealth, LLC 710.06%0.07%0.09%Q1 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.18%0.26%0.36%Q4 2021Q3 20238
BEACON TRUST CO 880.37%0.82%1.07%Q2 2015Q1 20178
Quantum Private Wealth, LLC 880.74%0.96%1.18%Q4 2021Q3 20238
Goodman Advisory Group, LLC 880.08%0.13%0.17%Q4 2021Q3 20238
Estabrook Capital Management 880.01%0.01%0.01%Q4 2021Q3 20238
Global Frontier Investments LLC 889.23%10.41%11.70%Q4 2021Q3 20238
Clear Harbor Asset Management, LLC 530.10%0.34%0.81%Q2 2020Q3 20238
SevenBridge Financial Group, LLC 530.01%0.14%0.26%Q2 2016Q3 20238
Litman Gregory Wealth Management LLC 880.00%0.00%0.01%Q2 2019Q1 20218
Astoria Portfolio Advisors LLC. 880.25%0.40%0.51%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.26%0.30%0.37%Q3 2021Q2 20238
PGIM Custom Harvest LLC 440.02%0.04%0.11%Q4 2020Q3 20238
Sterling Capital Management LLC 880.00%0.01%0.03%Q4 2017Q3 20198
BAIRD ROBERT W & CO INC /WI/ 880.24%0.26%0.33%Q2 2013Q1 20158
Sendero Wealth Management, LLC 880.37%0.49%0.97%Q4 2021Q3 20238
Kepos Capital LP 410.06%1.19%7.64%Q4 2012Q3 20198
CONSILIO WEALTH ADVISORS, LLC 880.27%0.31%0.37%Q4 2021Q3 20238
Crosspoint Capital Strategies, LLC 510.03%0.72%2.86%Q4 2013Q3 20188
Watershed Asset Management, L.L.C. 883.54%4.06%4.79%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.57%0.63%0.76%Q4 2021Q3 20238
Audent Global Asset Management, LLC 880.54%1.21%2.20%Q4 2021Q3 20238
First Affirmative Financial Network 880.20%0.60%0.92%Q1 2022Q4 20238
Aureus Asset Management, LLC 420.02%0.04%0.06%Q1 2014Q3 20238
Yorktown Management & Research Co Inc 510.04%0.16%0.37%Q4 2013Q3 20218
Metis Global Partners, LLC 880.59%0.75%0.81%Q4 2021Q3 20238
Select Equity Group, L.P. 880.18%0.25%0.33%Q4 2021Q3 20238
Covestor Ltd 880.22%0.37%0.55%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.29%0.36%0.42%Q4 2021Q3 20238
Ignite Planners, LLC 881.35%1.80%2.18%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.42%0.47%0.52%Q4 2014Q3 20168
Horrell Capital Management, Inc. 880.01%0.01%0.01%Q2 2013Q1 20158
Deane Retirement Strategies, Inc. 410.96%1.24%1.65%Q2 2017Q3 20238
LFA - Lugano Financial Advisors SA 440.01%0.76%1.18%Q3 2018Q3 20208
NF Trinity Capital (Hong Kong) Ltd 881.01%1.42%2.37%Q4 2015Q3 20178
RE Dickinson Investment Advisors, LLC 880.03%0.11%0.17%Q4 2021Q3 20238
Tevis Investment Management 880.46%0.56%0.66%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.48%0.53%0.58%Q4 2021Q3 20238
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 610.17%0.39%0.63%Q1 2019Q3 20238
Interchange Capital Partners, LLC 410.24%0.38%0.66%Q4 2020Q3 20238
DENVER WEALTH MANAGEMENT, INC. 610.19%0.23%0.29%Q1 2021Q3 20238
Marathon Asset Management Ltd 881.67%1.86%2.01%Q4 2021Q3 20238
WFA Asset Management Corp 880.02%0.03%0.03%Q4 2021Q3 20238
GRAND JEAN CAPITAL MANAGEMENT INC 880.08%0.11%0.14%Q1 2018Q4 20198
TD Waterhouse Canada Inc. 880.53%0.57%0.62%Q4 2021Q3 20238
ASB Consultores, LLC 880.12%0.27%0.54%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.11%0.13%0.17%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.02%0.20%0.39%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.05%0.06%0.07%Q4 2021Q3 20238
Disciplined Equity Management, Inc. 880.52%0.63%0.70%Q4 2021Q3 20238
DUALITY ADVISERS, LP 220.03%0.20%0.41%Q3 2019Q2 20228
AIGEN INVESTMENT MANAGEMENT, LP 410.06%0.24%0.72%Q2 2020Q1 20238
Objective Capital Management, LLC 880.30%0.37%0.44%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.78%0.90%1.00%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.03%0.04%0.05%Q1 2019Q4 20208
Nicholas Investment Partners, LP 530.10%0.21%0.32%Q4 2015Q4 20208
PT ASSET MANAGEMENT, LLC 440.25%0.66%1.09%Q2 2016Q1 20178
Paragon Private Wealth Management, LLC 880.38%0.51%0.63%Q4 2021Q3 20238
GEORGE KAISER FAMILY FOUNDATION 880.11%0.14%0.22%Q1 2014Q4 20158
Strengthening Families & Communities, LLC 880.33%0.92%1.26%Q4 2021Q3 20238
Quadrant Private Wealth Management, LLC 880.22%0.26%0.30%Q1 2018Q4 20198
Retirement Planning Co of New England, Inc. 880.16%0.22%0.42%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.01%0.22%0.58%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.34%0.59%0.96%Q4 2021Q3 20238
Hutchens & Kramer Investment Management Group, LLC 881.58%2.15%2.86%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.03%0.04%0.05%Q4 2021Q3 20238
Cross Staff Investments Inc 881.05%1.21%1.32%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.36%0.42%0.53%Q4 2021Q3 20238
Benedetti & Gucer, Inc. 530.14%0.19%0.27%Q1 2021Q3 20238
Northstar Advisory Group, LLC 530.15%0.51%1.65%Q4 2020Q3 20238
PENOBSCOT WEALTH MANAGEMENT 880.27%0.62%0.73%Q4 2021Q3 20238
Grand Central Investment Group 880.73%0.86%1.04%Q4 2020Q3 20228
First Washington CORP 530.02%0.02%0.02%Q4 2013Q3 20198
Lakeside Advisors, INC. 880.23%0.25%0.26%Q4 2021Q3 20238
Catamount Wealth Management 410.00%0.05%0.13%Q2 2015Q1 20198
D. SCOTT NEAL, INC. 710.01%0.24%0.46%Q4 2015Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.02%0.19%0.36%Q2 2013Q1 20158
Houlihan Financial Resource Group, Ltd. 510.74%1.50%2.73%Q4 2019Q3 20238
HARBOR CAPITAL ADVISORS, INC. 880.07%0.96%2.21%Q1 2022Q4 20238
Burleson & Company, LLC 880.02%0.03%0.09%Q1 2021Q4 20228
Ascent Group, LLC 880.55%0.71%1.18%Q4 2021Q3 20238
Evolution Advisers, Inc. 880.05%0.07%0.09%Q4 2021Q3 20238
Peterson Financial Group, Inc. 880.74%1.07%1.31%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.10%0.13%0.16%Q4 2021Q3 20238
ARVEST TRUST CO N A 880.03%0.04%0.05%Q4 2021Q3 20238
TPI Fund Managers Ltd 881.91%2.23%2.82%Q3 2020Q2 20228
THREADGILL FINANCIAL, LLC 883.17%6.86%9.35%Q4 2021Q3 20238
Mystic Asset Management, Inc. 880.70%0.80%0.91%Q4 2021Q3 20238
Synergy Financial Group, LTD 880.80%1.62%2.18%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.31%0.36%0.42%Q4 2021Q3 20238
Quent Capital, LLC 880.10%0.16%0.22%Q4 2021Q3 20238
MIRABELLA FINANCIAL SERVICES LLP 510.03%0.32%0.68%Q4 2019Q2 20238
NewEdge Wealth, LLC 880.01%0.43%0.92%Q4 2021Q3 20238
AVIANCE CAPITAL MANAGEMENT, LLC 880.00%0.05%0.18%Q2 2017Q1 20198
Benchmark Financial Wealth Advisors, LLC 880.09%0.14%0.23%Q2 2020Q1 20228
NATIONAL BANK OF CANADA /FI/ 880.35%0.47%0.67%Q4 2021Q3 20238
RDST Capital LLC 881.09%2.17%3.81%Q4 2021Q3 20238
Operose Advisors LLC 880.08%0.10%0.13%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.72%0.77%0.84%Q4 2021Q3 20238
LEO BROKERAGE, LLC 420.07%0.19%0.30%Q4 2020Q2 20238
McDonough Capital Management, Inc 883.32%4.00%4.60%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 881.14%1.30%1.53%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.23%0.31%0.42%Q4 2021Q3 20238
VETAMER CAPITAL MANAGEMENT, L.P. 882.47%5.70%7.61%Q4 2021Q3 20238
Community Financial Services Group, LLC 710.16%0.26%0.30%Q2 2020Q3 20238
Gunderson Capital Management Inc. 883.64%4.47%5.48%Q1 2019Q4 20208
SAGE PRIVATE WEALTH GROUP, LLC 880.34%0.51%1.04%Q4 2020Q3 20228
Forum Financial Management, LP 880.03%0.05%0.07%Q4 2021Q3 20238
J. Goldman & Co LP 310.01%0.26%0.66%Q1 2016Q2 20238
COTTONWOOD CAPITAL ADVISORS, LLC 880.28%0.40%0.58%Q4 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 881.13%1.27%1.52%Q4 2021Q3 20238
VAN DEN BERG MANAGEMENT I, INC 880.10%0.22%0.28%Q4 2021Q3 20238
Revolve Wealth Partners, LLC 880.44%0.48%0.53%Q4 2021Q3 20238
Capital Investment Counsel, Inc 410.04%0.07%0.10%Q4 2013Q3 20238
Coatue Management 610.01%2.95%5.50%Q4 2014Q4 20218
Baldrige Asset Management LLC 880.02%0.03%0.04%Q2 2021Q1 20238
MARSHALL WACE ASIA Ltd 310.04%0.96%2.68%Q1 2017Q4 20208
Cinctive Capital Management LP 310.02%0.37%0.76%Q1 2020Q3 20238
CARDIFF PARK ADVISORS, LLC 880.06%0.06%0.07%Q4 2021Q3 20238
FourThought Financial, LLC 880.38%0.54%0.64%Q4 2020Q3 20228
CAHABA WEALTH MANAGEMENT, INC. 880.02%0.05%0.06%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.20%0.31%0.39%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.37%0.40%0.46%Q4 2021Q3 20238
Donald L. Hagan, LLC 610.01%0.76%1.27%Q3 2015Q2 20177
Stokes Capital Advisors, LLC 770.32%1.20%1.60%Q1 2022Q3 20237
TCTC Holdings, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SECOR Capital Advisors, LP 210.02%0.26%1.05%Q1 2014Q3 20187
Styrax Capital, LP 7711.07%15.49%21.64%Q1 2022Q3 20237
CHESAPEAKE ASSET MANAGEMENT LLC 772.12%2.58%3.20%Q2 2013Q4 20147
Greenfield Savings Bank 771.92%2.12%2.38%Q2 2022Q4 20237
Hartford Funds Management Co LLC 770.02%0.05%0.07%Q1 2022Q3 20237
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 610.04%0.35%2.01%Q3 2013Q2 20217
Colonial River Wealth Management, LLC 430.14%0.15%0.16%Q4 2021Q3 20237
Milestone Advisory Partners 770.24%0.35%0.45%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.78%0.82%0.90%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.04%0.48%0.72%Q2 2022Q3 20237
Tennessee Valley Asset Management Partners 320.07%0.07%0.08%Q4 2020Q3 20237
CHEMUNG CANAL TRUST CO 610.06%0.07%0.08%Q2 2013Q4 20237
First American Bank 770.08%0.09%0.11%Q1 2020Q3 20217
Brandywine Global Investment Management, LLC 770.00%0.00%0.00%Q4 2018Q2 20207
Steward Financial Group LLC 430.06%0.07%0.08%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 771.72%1.83%1.91%Q1 2022Q3 20237
ISLAY CAPITAL MANAGEMENT, LLC 770.47%0.60%0.73%Q1 2022Q3 20237
CKW FINANCIAL GROUP 770.04%0.04%0.05%Q4 2013Q2 20157
Aurora Private Wealth, Inc. 770.24%0.37%0.42%Q4 2019Q2 20217
Selkirk Management LLC 771.03%2.33%3.82%Q2 2013Q4 20147
LaFleur & Godfrey LLC 770.03%0.06%0.08%Q1 2022Q3 20237
Community Capital Management, LLC 770.98%1.16%1.57%Q4 2018Q2 20207
SHAPIRO ROBERT N 770.06%0.10%0.14%Q2 2013Q4 20147
RETIREMENT GUYS FORMULA LLC 770.27%0.48%0.68%Q1 2022Q3 20237
Arvest Bank Trust Division 610.02%0.02%0.03%Q4 2019Q3 20217
AdvisorShares Investments LLC 410.06%0.21%0.43%Q2 2020Q3 20237
Dominick & Dominick LLC 770.25%0.29%0.32%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.01%0.02%0.02%Q4 2020Q2 20227
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 610.04%0.45%0.55%Q1 2015Q3 20237
Bedell Frazier Investment Counselling, LLC 771.87%2.14%2.33%Q4 2020Q2 20227
Rappaport Reiches Capital Management, LLC 770.15%0.17%0.18%Q1 2022Q3 20237
ADAMCAPITAL Gestao de Recursos Ltda. 433.55%4.12%4.79%Q2 2020Q1 20227
Gilbert & Cook, Inc. 320.06%0.11%0.18%Q2 2017Q3 20237
Vise Technologies, Inc. 770.30%0.38%0.47%Q1 2022Q3 20237
Jasper Ridge Partners, L.P. 770.17%0.19%0.20%Q1 2022Q3 20237
MILES CAPITAL, INC. 770.25%0.37%0.57%Q3 2018Q1 20207
Burt Wealth Advisors 610.00%0.01%0.02%Q1 2016Q4 20207
RobecoSam USA, Inc. 770.28%0.33%0.36%Q2 2013Q4 20147
Eisler Capital (US) LLC 440.01%0.27%1.59%Q4 2022Q3 20237
Bach Option Ltd 330.13%0.59%0.77%Q1 2016Q3 20167
JOURNEY STRATEGIC WEALTH LLC 520.03%0.07%0.10%Q4 2021Q3 20237
Wellington Shields & Co., LLC 610.01%0.24%1.57%Q3 2019Q3 20237
Householder Group Estate & Retirement Specialist, LLC 610.07%0.14%0.38%Q4 2021Q3 20237
ALTFEST L J & CO INC 610.07%0.10%0.13%Q1 2020Q3 20237
Crestline Management, LP 310.06%0.23%0.41%Q2 2020Q2 20227
HANSEATIC MANAGEMENT SERVICES INC 520.12%0.43%1.37%Q4 2013Q4 20157
Fund Management at Engine No. 1 LLC 770.66%0.73%0.80%Q1 2022Q3 20237
UBP Investment Advisors SA 770.19%0.22%0.28%Q4 2020Q2 20227
LODESTAR INVESTMENT COUNSEL LLC/IL 770.02%0.04%0.10%Q4 2017Q2 20197
Legacy Wealth Asset Management, LLC 770.32%0.37%0.41%Q4 2020Q2 20227
Chemistry Wealth Management LLC 770.53%0.59%0.64%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Epic Trust Investment Advisors, LLC 520.30%0.79%1.32%Q4 2021Q3 20237
NOESIS CAPITAL MANGEMENT CORP 610.07%0.08%0.08%Q4 2017Q3 20237
OLD MISSION CAPITAL LLC 110.01%0.07%0.20%Q4 2017Q3 20237
NORTHCAPE WEALTH MANAGEMENT, LLC 430.30%0.35%0.40%Q4 2021Q3 20237
TCWP LLC 770.04%0.09%0.15%Q4 2021Q2 20237
US Asset Management LLC 430.98%1.03%1.10%Q3 2021Q2 20237
Woodline Partners LP 210.01%0.85%2.08%Q4 2019Q2 20237
IVORY INVESTMENT MANAGEMENT, LLC 410.01%0.17%0.79%Q2 2013Q1 20187
Lehman Financial Resources, Inc. 770.02%0.03%0.03%Q1 2014Q3 20157
Cyrus J. Lawrence, LLC 771.28%2.14%2.61%Q1 2022Q3 20237
Scissortail Wealth Management, LLC 610.29%0.45%0.69%Q4 2021Q3 20237
Highwater Wealth Management, LLC 430.56%0.93%1.30%Q2 2017Q3 20197
PA Capital LLC 770.54%0.94%1.16%Q1 2019Q3 20207
ICA Group Wealth Management, LLC 770.13%0.17%0.20%Q1 2022Q3 20237
Castle Hook Partners LP 410.38%1.99%4.76%Q1 2017Q1 20217
Hickory Lane Capital Management LP 772.36%4.08%6.67%Q3 2021Q1 20237
Borer Denton & Associates, Inc. 770.51%0.56%0.60%Q1 2022Q3 20237
JD CAPITAL MANAGEMENT LLC 210.04%0.66%2.09%Q2 2013Q4 20147
Alley Investment Management Company, LLC 771.86%1.98%2.15%Q1 2022Q3 20237
Par Capital Management 310.02%0.43%0.74%Q1 2021Q3 20237
Kohmann Bosshard Financial Services, LLC 770.08%0.09%0.10%Q1 2022Q3 20237
Bridgefront Capital, LLC 310.16%0.47%0.69%Q1 2021Q3 20237
PURSUE WEALTH PARTNERS LLC 770.21%0.38%0.73%Q4 2021Q2 20237
Wintergreen Advisers 774.55%8.20%13.19%Q2 2013Q4 20147
BancFirst Trust & Investment Management 610.12%0.22%0.44%Q1 2022Q4 20237
Rockbridge Investment Management, LCC 770.05%0.09%0.11%Q2 2020Q4 20217
NEXPOINT ASSET MANAGEMENT, L.P. 660.14%0.33%0.50%Q3 2019Q4 20207
Atlas Private Wealth Advisors 610.00%0.02%0.08%Q2 2020Q3 20237
Nadler Financial Group, Inc. 410.03%0.04%0.04%Q1 2021Q3 20237
Cahill Wealth Management, LLC 770.52%0.56%0.63%Q1 2022Q3 20237
Delek Group, Ltd. 770.50%0.59%0.79%Q4 2017Q2 20197
MENDON CAPITAL ADVISORS CORP 610.44%0.79%1.13%Q2 2017Q1 20197
WealthPlan Investment Management, LLC 610.64%0.80%1.01%Q1 2022Q4 20237
NEIRG Wealth Management, LLC 770.06%0.08%0.10%Q4 2021Q2 20237
ROYCE & ASSOCIATES LP 770.00%0.00%0.00%Q2 2013Q4 20147
CCG WEALTH MANAGEMENT, LLC 410.15%0.17%0.20%Q3 2019Q4 20227
Financial Connections Group, Inc. 430.01%0.05%0.16%Q4 2021Q3 20237
L.M. KOHN & COMPANY 771.20%1.31%1.41%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.19%0.21%0.23%Q1 2022Q3 20237
GREENUP STREET WEALTH MANAGEMENT LLC 610.47%0.75%1.22%Q4 2021Q3 20237
Tyler-Stone Wealth Management 520.43%0.53%0.60%Q4 2021Q3 20237
QUANTRES ASSET MANAGEMENT Ltd 210.16%0.82%1.98%Q2 2014Q4 20177
ICC CAPITAL MANAGEMENT INC/ 770.10%0.24%0.35%Q3 2013Q1 20157
Nachman Norwood & Parrott, Inc 770.06%0.07%0.08%Q4 2019Q2 20217
JMG Financial Group, Ltd. 610.02%0.03%0.04%Q1 2020Q3 20237
Atria Wealth Solutions, Inc. 770.28%0.31%0.35%Q1 2022Q3 20237
FNY Managed Accounts LLC 310.00%0.05%0.21%Q1 2014Q1 20187
Delphi Private Advisors LLC 510.02%0.06%0.16%Q4 2015Q2 20197
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 770.13%0.19%0.22%Q3 2021Q1 20237
Capricorn Fund Managers Ltd 770.10%0.21%0.48%Q1 2022Q3 20237
Shilanski & Associates, Inc. 610.31%0.65%0.77%Q2 2019Q3 20227
SJS Investment Consulting Inc. 520.01%0.02%0.07%Q4 2021Q3 20237
Onyx Bridge Wealth Group LLC 610.07%0.25%0.46%Q4 2021Q3 20237
CANTOR FITZGERALD, L. P. 770.01%0.05%0.22%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.19%0.23%0.28%Q2 2013Q4 20147
OXFORD ASSET MANAGEMENT LLP 510.01%0.06%0.16%Q1 2017Q2 20197
Sweet Financial Partners, LLC 770.16%0.34%0.55%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.29%0.47%0.59%Q1 2021Q4 20227
Partners Group Holding AG 770.03%0.04%0.05%Q3 2021Q1 20237
Magnetar Financial LLC 210.00%0.01%0.03%Q3 2013Q2 20217
Edge Advisors, LLC 770.12%0.16%0.21%Q4 2016Q2 20187
Karani Asset Management LLC 771.78%2.44%3.18%Q1 2020Q3 20217
Ballast, Inc. 770.10%0.10%0.11%Q1 2022Q3 20237
Savior LLC 770.00%0.01%0.02%Q4 2019Q2 20217
Greenwich Wealth Management LLC 310.02%0.04%0.05%Q1 2019Q1 20227
Wealthquest Corp 410.02%0.03%0.05%Q4 2020Q3 20237
Riverview Trust Co 770.16%0.22%0.25%Q1 2022Q3 20237
Lucia Wealth Services, LLC 770.44%0.58%0.90%Q2 2018Q4 20197
SILVER OAK SECURITIES, INCORPORATED 770.08%0.13%0.18%Q1 2022Q3 20237
SG3 Management, LLC 210.00%0.07%0.22%Q4 2016Q2 20217
OneAscent Wealth Management LLC 770.18%0.24%0.32%Q1 2022Q3 20237
Coronation Asset Management (Pty) Ltd. 520.81%0.92%1.17%Q2 2013Q1 20167
EDMP, INC. 770.20%0.30%0.37%Q3 2017Q1 20197
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.01%Q4 2020Q2 20227
Placemark Investments, Inc. 770.10%0.24%0.60%Q2 2013Q4 20147
Redwood Financial Network Corp 770.34%0.39%0.46%Q1 2022Q3 20237
SCOPUS ASSET MANAGEMENT, L.P. 210.32%1.08%3.42%Q2 2017Q2 20217
Regal Wealth Group, Inc. 770.00%0.00%0.01%Q3 2019Q1 20217
ANGELES WEALTH MANAGEMENT, LLC 770.16%0.21%0.29%Q1 2022Q3 20237
Mendel Money Management 770.35%0.40%0.49%Q1 2022Q3 20237
First Western Trust Bank 770.04%0.05%0.07%Q1 2022Q3 20237
Otter Creek Advisors, LLC 411.43%2.16%2.65%Q1 2015Q2 20206
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 330.00%0.03%0.16%Q2 2016Q2 20186
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 310.81%1.67%3.35%Q2 2015Q3 20206
Boussard & Gavaudan Investment Management LLP 660.01%0.04%0.16%Q1 2018Q2 20196
ACCURATE INVESTMENT SOLUTIONS, INC. 410.01%0.04%0.12%Q1 2016Q4 20196
Sapphire Star Partners LP 660.27%0.31%0.38%Q3 2017Q4 20186
LBA Wealth Management, LLC 310.02%0.22%0.42%Q3 2014Q1 20176
Bridgewater Advisors Inc. 660.15%0.23%0.33%Q1 2021Q2 20226
Covenant Multifamily Offices, LLC 660.06%0.09%0.14%Q2 2020Q3 20216
Alight Capital Management LP 211.45%2.14%3.16%Q3 2019Q2 20226
GAM SYSTEMATIC LLP 510.02%0.24%0.42%Q3 2015Q3 20176
IRON Financial LLC 510.11%0.14%0.19%Q4 2019Q2 20216
Appaloosa LP 661.06%1.80%2.80%Q2 2020Q3 20216
Lee Capital Management LP 660.97%1.14%1.32%Q4 2016Q1 20186
Private Capital Management, LLC 660.03%0.09%0.16%Q2 2022Q3 20236
BlueMar Capital Management, LLC 420.92%1.93%2.54%Q1 2019Q4 20216
Oak Grove Capital LLC 330.15%0.43%1.12%Q1 2018Q2 20206
Cerebellum GP, LLC 310.09%0.22%0.30%Q4 2017Q3 20206
Grandmaster Capital Management LLC 511.36%2.92%4.81%Q2 2013Q4 20146
Risk Paradigm Group, LLC 310.01%0.02%0.08%Q1 2015Q4 20176
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.21%0.39%0.48%Q2 2013Q3 20146
Wood Investment Counsel LLC 664.47%4.86%5.56%Q2 2013Q3 20146
NINE MASTS CAPITAL Ltd 210.00%0.09%0.23%Q2 2019Q3 20206
Power Corp of Canada 420.02%0.27%0.49%Q1 2022Q3 20236
Matterhorn Capital Management, LLC 660.79%1.38%1.89%Q2 2015Q3 20166
Colonial Trust Advisors 510.09%0.12%0.13%Q1 2020Q3 20236
MUNDER CAPITAL MANAGEMENT 660.06%0.08%0.11%Q2 2013Q3 20146
Capital Wealth Planning, LLC 660.02%0.06%0.08%Q2 2019Q3 20206
Boltwood Capital Management 660.23%0.27%0.29%Q3 2022Q4 20236
Sonen Capital LLC 661.06%1.35%1.69%Q2 2022Q3 20236
Gilman Hill Asset Management, LLC 660.04%0.06%0.12%Q2 2022Q3 20236
Kames Capital Management Ltd 660.04%0.08%0.11%Q2 2013Q3 20146
Family Management Corp 310.07%1.04%2.32%Q1 2015Q3 20236
Edmond de Rothschild (Europe) 660.06%0.07%0.08%Q2 2015Q3 20166
First Capital Advisors Group, LLC. 510.07%0.41%0.53%Q1 2018Q2 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 660.01%0.02%0.02%Q2 2022Q3 20236
Northcape Capital Pty Ltd 420.04%0.06%0.07%Q2 2020Q4 20226
Parametrica Management Ltd 110.19%1.86%7.29%Q3 2014Q1 20206
PATTON FUND MANAGEMENT, INC. 510.06%0.94%1.45%Q2 2019Q4 20226
Espalier Global Management LLC 210.42%2.56%9.16%Q1 2014Q2 20166
Morton Capital Management LLC/CA 420.07%0.08%0.10%Q4 2021Q3 20236
TOBAM 660.00%0.02%0.04%Q2 2022Q3 20236
Kessler Investment Group, LLC 660.06%0.08%0.09%Q2 2019Q3 20206
Eidelman Virant Capital 420.10%0.93%1.96%Q3 2019Q1 20216
Tandem Investment Advisors, Inc. 661.00%2.09%2.68%Q2 2022Q3 20236
McAdam, LLC 310.00%0.01%0.02%Q1 2018Q3 20236
Halpern Financial, Inc. 660.00%0.00%0.01%Q3 2020Q4 20216
MARVIN & PALMER ASSOCIATES INC 661.02%1.87%2.42%Q2 2013Q3 20146
NEW AMSTERDAM PARTNERS LLC/NY 510.11%0.17%0.40%Q2 2013Q4 20166
Coe Capital Management, LLC 660.12%0.19%0.34%Q2 2013Q3 20146
GenTrust, LLC 330.02%0.02%0.02%Q2 2021Q3 20236
Hutchin Hill Capital, LP 510.03%0.27%0.78%Q1 2014Q4 20176
York Capital Management Global Advisors, LLC 660.38%1.68%2.76%Q1 2020Q2 20216
Constellation Wealth Advisors, LLC 660.02%0.03%0.03%Q2 2014Q3 20156
Saiers Capital, LLC 210.00%0.26%1.47%Q2 2013Q1 20156
McAdams Wright Ragen, Inc. 660.04%0.07%0.11%Q2 2013Q3 20146
Hofer & Associates. Inc 420.19%0.21%0.24%Q4 2021Q3 20236
TFO Wealth Partners, LLC 410.00%0.01%0.04%Q1 2021Q3 20236
CQS (US), LLC 660.46%0.73%1.49%Q4 2019Q1 20216
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 660.01%0.01%0.01%Q1 2021Q2 20226
JCSD Capital, LLC 660.00%0.89%3.05%Q4 2021Q1 20236
Strategic Financial Services, Inc, 660.03%0.03%0.04%Q1 2019Q2 20206
Quantamental Technologies LLC 410.13%0.35%0.74%Q2 2019Q3 20226
Meritage Group LP 420.01%2.02%3.77%Q2 2013Q1 20236
Leucadia National 440.04%0.07%0.15%Q4 2022Q3 20236
Lazard Freres Gestion S.A.S. 660.01%0.01%0.01%Q2 2022Q3 20236
USA MUTUALS ADVISORS, INC. 660.61%0.89%1.24%Q1 2018Q2 20196
FIDUCIARY TRUST INTERNATIONAL LLC 510.05%0.40%0.69%Q4 2018Q2 20206
Slow Capital, Inc. 420.04%0.06%0.06%Q4 2017Q2 20216
Diametric Capital, LP 510.18%1.17%2.04%Q3 2020Q2 20236
Manifold Partners, LLC 660.22%1.07%2.41%Q3 2014Q4 20156
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
One Wealth Advisors, LLC 410.00%0.00%0.00%Q4 2017Q4 20226
Global Assets Advisory, LLC 660.31%0.47%1.05%Q2 2022Q3 20236
FSM Wealth Advisors, LLC 660.19%0.24%0.26%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.40%0.85%1.13%Q2 2022Q3 20236
Neo Ivy Capital Management 310.13%0.40%0.89%Q2 2020Q2 20236
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 420.41%2.22%5.21%Q2 2014Q4 20196
First National Advisers, LLC 661.09%1.41%1.60%Q2 2022Q3 20236
Ionic Capital Management LLC 210.01%0.42%1.37%Q2 2013Q3 20226
Ritter Daniher Financial Advisory LLC / DE 660.00%0.03%0.06%Q2 2022Q3 20236
Holistic Financial Partners 310.05%0.11%0.16%Q4 2017Q3 20236
Drake & Associates, LLC 660.12%0.13%0.14%Q2 2022Q3 20236
Nova R Wealth, Inc. 660.44%0.51%0.62%Q4 2021Q1 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.61%0.75%0.81%Q2 2022Q3 20236
Baker Ellis Asset Management LLC 410.03%0.03%0.04%Q3 2018Q2 20206
Hirtle Callaghan & Co LLC 660.03%0.15%0.25%Q4 2021Q1 20236
ADVISORY RESEARCH INC 210.00%0.03%0.08%Q2 2013Q3 20236
Quantum Financial Advisors, LLC 660.18%0.20%0.24%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.01%0.01%Q2 2022Q3 20236
Alphinity Investment Management Pty Ltd 660.02%0.05%0.07%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
GraniteShares Advisors LLC 420.78%0.85%0.93%Q4 2021Q2 20236
American Beacon Advisors, Inc. 661.31%1.44%1.54%Q1 2017Q2 20186
Worth Asset Management, LLC 660.05%0.06%0.07%Q1 2022Q2 20236
RED CEDAR INVESTMENT MANAGEMENT, LLC 660.08%0.28%0.42%Q2 2020Q3 20216
Edgemoor Investment Advisors, Inc. 510.02%0.03%0.03%Q4 2019Q2 20216
Lansing Street Advisors 660.06%0.06%0.06%Q1 2022Q2 20236
Madison Asset Management, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Pine River Capital Management L.P. 440.02%0.06%0.11%Q4 2013Q3 20146
Walter Public Investments Inc. 510.15%1.02%3.06%Q1 2022Q3 20236
QUANTUM CAPITAL MANAGEMENT 660.23%0.29%0.47%Q2 2019Q3 20206
TIFF ADVISORY SERVICES, LLC 661.55%4.33%5.99%Q2 2022Q3 20236
KELLY LAWRENCE W & ASSOCIATES INC/CA 660.01%0.01%0.01%Q1 2021Q2 20226
TORRAY INVESTMENT PARTNERS LLC 310.02%0.03%0.04%Q2 2019Q2 20236
Infusive Asset Management Inc. 660.50%3.15%6.19%Q4 2020Q1 20226
SEI TRUST CO 660.93%1.18%1.47%Q2 2013Q3 20146
HIGHLINE CAPITAL MANAGEMENT, L.P. 311.85%2.77%4.66%Q4 2014Q2 20206
Lloyds Banking Group plc 660.22%0.28%0.35%Q2 2013Q3 20146
Kavar Capital Partners, LLC 310.00%0.03%0.09%Q2 2015Q3 20206
Crumly & Associates Inc. 660.22%0.54%0.84%Q1 2020Q2 20216
AVITY INVESTMENT MANAGEMENT INC. 310.03%0.04%0.04%Q1 2018Q3 20236
SS&H Financial Advisors, Inc. 510.26%0.29%0.33%Q1 2022Q3 20236
Stifel Trust Company, N.A. 660.01%0.01%0.02%Q2 2013Q3 20146
BRANDYWINE MANAGERS, LLC 660.46%1.73%3.34%Q2 2022Q3 20236
Raleigh Capital Management Inc. 410.01%0.16%0.38%Q4 2021Q3 20236
MACRO Consulting Group 660.13%0.15%0.16%Q1 2020Q2 20216
MONECO Advisors, LLC 420.08%0.12%0.15%Q4 2021Q3 20236
FIRST NEW YORK SECURITIES LLC /NY 330.00%0.14%0.53%Q3 2014Q2 20166
GOULD ASSET MANAGEMENT LLC /CA/ 660.13%0.18%0.20%Q2 2022Q3 20236
SPOT TRADING L.L.C. 220.11%0.17%0.34%Q2 2017Q3 20176
INTECH INVESTMENT MANAGEMENT LLC 660.05%0.08%0.13%Q2 2022Q3 20236
Hoese & Co LLP 660.01%0.01%0.02%Q3 2022Q4 20236
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 420.81%1.03%1.20%Q2 2013Q3 20176
CARLSON CAPITAL L P 210.09%0.23%0.44%Q1 2014Q3 20226
TWINBEECH CAPITAL LP 210.01%0.50%1.14%Q1 2020Q4 20226
Center Lake Capital Management, LLC 214.30%11.82%23.20%Q4 2019Q1 20236
Y-Intercept (Hong Kong) Ltd 220.13%0.27%0.48%Q1 2021Q3 20236
DENVER INVESTMENT ADVISORS LLC 420.01%0.04%0.11%Q3 2014Q1 20186
E Fund Management (Hong Kong) Co., Ltd. 420.03%0.23%0.47%Q2 2020Q4 20236
Blue Trust, Inc. 660.01%0.02%0.04%Q2 2022Q3 20236
Naviter Wealth, LLC 660.35%0.40%0.46%Q2 2022Q3 20236
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.05%0.16%Q2 2021Q3 20236
tru Independence LLC 660.00%0.05%0.10%Q4 2019Q1 20216
Bancreek Capital Management, LP 663.18%3.68%4.75%Q1 2022Q2 20236
Czech National Bank 660.81%0.88%0.92%Q3 2022Q4 20236
Echo45 Advisors LLC 330.19%0.21%0.25%Q4 2021Q3 20236
WealthBridge Investment Counsel Inc. 420.10%0.10%0.11%Q4 2021Q3 20236
Arthedge Capital Management, LLC 660.63%1.77%2.35%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.02%0.05%0.10%Q4 2020Q1 20226
Cascadia Advisory Services, LLC 310.09%0.12%0.14%Q4 2019Q3 20216
Parcion Private Wealth LLC 330.02%0.03%0.04%Q4 2020Q3 20236
Great Lakes Retirement, Inc. 420.20%0.28%0.34%Q4 2019Q3 20236
CFS Investment Advisory Services, LLC 510.00%0.03%0.05%Q1 2022Q3 20236
FUNDSMITH INVESTMENT SERVICES LTD. 330.07%0.98%2.10%Q2 2021Q3 20236
Golden State Equity Partners 330.12%0.22%0.28%Q4 2020Q3 20236
Cassia Capital Partners, LLC 420.17%0.26%0.40%Q4 2021Q3 20236
Solidarity Wealth, LLC 332.44%2.86%3.42%Q1 2022Q3 20236
China Universal Asset Management Co., Ltd. 660.80%0.95%1.15%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Corsicana & Co. 660.07%0.07%0.08%Q2 2021Q3 20226
Standard Family Office LLC 310.00%0.92%3.03%Q4 2020Q3 20226
Grant/GrossMendelsohn, LLC 420.34%0.37%0.40%Q1 2022Q3 20236
Delphia (USA) Inc. 660.28%0.54%0.90%Q4 2021Q1 20236
Amplius Wealth Advisors, LLC 510.02%0.06%0.08%Q4 2021Q3 20236
DGS Capital Management, LLC 660.34%0.45%0.61%Q4 2021Q1 20236
LOUNTZIS ASSET MANAGEMENT, LLC 660.10%0.13%0.16%Q2 2020Q3 20216
Schubert & Co 660.01%0.03%0.04%Q4 2021Q1 20236
STUDIO INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Cypress Capital Management LLC (WY) 660.07%0.09%0.11%Q3 2018Q4 20196
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 410.01%0.63%1.83%Q3 2021Q4 20226
ISTHMUS PARTNERS, LLC 660.00%0.00%0.00%Q3 2016Q4 20176
S.C. Financial Services, Inc. 550.44%0.49%0.56%Q4 2021Q4 20225
Royal Harbor Partners, LLC 550.70%0.80%0.89%Q1 2020Q1 20215
General Partner, Inc. 554.65%4.79%4.99%Q4 2022Q4 20235
XML Financial, LLC 410.03%0.03%0.04%Q3 2021Q3 20235
Safeguard Investment Advisory Group, LLC 210.13%0.16%0.20%Q4 2020Q4 20225
Birch Capital Management, LLC 550.01%0.02%0.02%Q2 2022Q2 20235
Beaumont Asset Management, L.L.C. 550.27%0.63%0.81%Q3 2022Q3 20235
Gyon Technologies Capital Management, LP 210.10%0.47%0.86%Q4 2020Q2 20225
Park Avenue Institutional Advisers LLC 550.47%0.51%0.54%Q2 2015Q2 20165
Alaethes Wealth LLC 550.36%0.80%0.93%Q1 2021Q1 20225
Red Door Wealth Management, LLC 210.02%0.04%0.08%Q1 2020Q2 20235
Legend Financial Advisors, Inc. 550.03%0.03%0.03%Q3 2022Q3 20235
Ameliora Wealth Management Ltd. 550.72%0.94%1.14%Q3 2022Q3 20235
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Wilmington Funds Management Corp 550.22%0.30%0.35%Q2 2013Q2 20145
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 550.05%0.05%0.06%Q3 2022Q3 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 551.23%1.34%1.44%Q3 2015Q3 20165
VAUGHAN DAVID INVESTMENTS LLC/IL 310.01%0.01%0.01%Q4 2021Q3 20235
Corton Capital Inc. 410.22%0.52%0.90%Q2 2022Q3 20235
OAKWOOD CAPITAL MANAGEMENT LLC/CA 551.60%1.85%2.07%Q2 2020Q2 20215
SIGMA INVESTMENT COUNSELORS INC 410.02%0.02%0.02%Q2 2022Q3 20235
C M BIDWELL & ASSOCIATES LTD 320.01%0.15%0.26%Q2 2018Q4 20195
Hoover Financial Advisors, Inc. 550.05%0.06%0.08%Q2 2020Q2 20215
Arabesque Asset Management Ltd 210.24%0.58%1.09%Q1 2019Q4 20225
TDAM USA INC. 550.02%0.02%0.03%Q2 2013Q2 20145
HABERER REGISTERED INVESTMENT ADVISOR INC 550.00%0.00%0.00%Q3 2013Q3 20145
US FINANCIAL ADVISORS, LLC 550.00%0.01%0.02%Q1 2015Q1 20165
FULTON BREAKEFIELD BROENNIMAN LLC 320.02%0.03%0.05%Q3 2019Q3 20235
CM WEALTH ADVISORS LLC 410.05%0.11%0.13%Q2 2022Q3 20235
FIRST AMERICAN TRUST, FSB 320.03%0.04%0.05%Q2 2018Q4 20205
Global Strategic Investment Solutions, LLC 410.01%0.03%0.03%Q3 2020Q3 20235
ABEILLE ASSET MANAGEMENT SA 550.52%1.57%1.98%Q4 2021Q4 20225
M. Kulyk & Associates, LLC 320.06%0.06%0.07%Q4 2021Q2 20235
AIA Investment Management Private Ltd 550.21%0.38%0.64%Q3 2019Q3 20205
Global Wealth Strategies & Associates 550.02%0.02%0.03%Q4 2022Q4 20235
Independent Family Office, LLC 550.22%0.24%0.25%Q1 2020Q1 20215
LAU ASSOCIATES LLC 550.23%0.25%0.28%Q4 2018Q4 20195
KANAWHA CAPITAL MANAGEMENT LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Portfolio Strategies, Inc. 410.01%0.02%0.04%Q4 2017Q3 20235
GIOVINE CAPITAL GROUP LLC 551.49%2.61%3.15%Q4 2014Q4 20155
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 212.58%3.68%5.82%Q3 2017Q2 20195
RICHELIEU GESTION SA 550.01%1.07%1.72%Q1 2022Q1 20235
ENDEAVOUR CAPITAL ADVISORS INC 550.09%0.35%0.77%Q1 2020Q1 20215
TITLEIST CAPITAL, LLC 550.07%0.09%0.13%Q4 2021Q4 20225
OTTER CREEK MANAGEMENT INC 550.55%0.85%1.29%Q3 2014Q3 20155
OXFORD FINANCIAL GROUP, LTD. LLC 410.03%0.04%0.06%Q2 2021Q3 20235
HUDSON EDGE INVESTMENT PARTNERS INC. 550.93%1.73%2.17%Q1 2017Q1 20185
Beacon Pointe Wealth Advisors, LLC 550.30%0.42%0.83%Q4 2018Q4 20195
Soros Fund Management 210.02%0.13%0.18%Q1 2014Q1 20205
ALGERT GLOBAL LLC 550.02%0.07%0.09%Q3 2022Q3 20235
ZEVENBERGEN CAPITAL INVESTMENTS LLC 550.25%0.57%0.99%Q3 2022Q3 20235
TOWER BRIDGE ADVISORS 550.02%0.02%0.03%Q1 2022Q1 20235
T. Rowe Price Investment Management, Inc. 550.37%0.51%0.72%Q3 2022Q3 20235
MRA Advisory Group 410.20%0.21%0.24%Q4 2020Q3 20235
Guild Investment Management, Inc. 210.31%1.82%3.90%Q1 2015Q3 20185
WILLNER & HELLER, LLC 550.37%0.41%0.46%Q4 2021Q4 20225
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.02%Q4 2016Q4 20175
WILMINGTON TRUST CO 550.06%0.07%0.08%Q2 2013Q2 20145
Greenland Capital Management LP 330.08%0.41%0.83%Q1 2023Q3 20235
Santa Fe Partners LLC 210.14%0.32%0.52%Q2 2013Q4 20155
Copper Rock Capital Partners, LLC 550.01%0.01%0.02%Q2 2013Q2 20145
Balboa Wealth Partners 550.98%1.03%1.18%Q3 2022Q3 20235
Fulcrum Asset Management LLP 550.70%1.53%2.46%Q1 2021Q1 20225
Chesapeake Wealth Management 550.25%0.38%0.46%Q3 2022Q3 20235
Weiss Asset Management LP 410.01%0.02%0.02%Q3 2018Q4 20195
GVO Asset Management Ltd 550.04%3.69%5.73%Q2 2016Q2 20175
FOUNDERS BANK & TRUST 550.01%0.06%0.09%Q4 2013Q4 20145
Phase 2 Partners, LLC 413.30%3.87%4.72%Q4 2021Q1 20235
Clarus Wealth Advisors 550.02%0.03%0.04%Q2 2018Q2 20195
Gupta Wealth Management LLC 550.02%0.04%0.05%Q1 2015Q1 20165
Townsend & Associates, Inc 410.10%0.11%0.13%Q4 2017Q3 20235
MD Financial Management Inc. 550.00%0.09%0.17%Q4 2020Q4 20215
Davis Asset Management, L.P. 551.41%1.80%2.00%Q3 2022Q3 20235
Lane Five Capital Management 552.50%3.13%4.26%Q2 2013Q2 20145
Wilmington Trust Investment Management, LLC 550.25%0.33%0.44%Q2 2013Q2 20145
SMITH HAYES Advisers, Inc 310.04%0.08%0.22%Q2 2014Q1 20165
McNamara Financial Services, Inc. 551.97%2.31%2.60%Q4 2014Q4 20155
James J. Burns & Company, LLC 550.15%0.25%0.40%Q3 2022Q3 20235
Telemark Asset Management, LLC 310.56%0.78%1.02%Q1 2020Q3 20235
Legal Advantage Investments, Inc. 550.63%0.65%0.69%Q3 2022Q3 20235
MPS Loria Financial Planners, LLC 410.02%0.03%0.06%Q2 2017Q1 20215
FSB PREMIER WEALTH MANAGEMENT, INC. 550.16%0.22%0.26%Q4 2021Q4 20225
BARRETT & COMPANY, INC. 550.14%0.14%0.14%Q3 2022Q3 20235
Aquamarine Zurich AG 5511.38%12.24%12.83%Q3 2022Q3 20235
LifePro Asset Management 320.12%0.14%0.16%Q4 2020Q1 20225
ADVISOR PARTNERS II, LLC 550.60%0.73%0.78%Q3 2022Q3 20235
NEW CENTURY INVESTMENT MANAGEMENT, INC 550.15%0.17%0.20%Q2 2013Q2 20145
Legato Capital Management LLC 410.36%0.46%0.58%Q2 2020Q3 20235
Chanos & Co LP 552.81%4.07%4.99%Q2 2013Q2 20145
Colonial Trust Co / SC 550.06%0.06%0.08%Q3 2022Q3 20235
Tamar Securities, LLC 410.06%0.08%0.09%Q1 2022Q3 20235
Johnson & White Wealth Management, LLC 550.60%0.70%1.01%Q3 2022Q3 20235
Azora Capital LP 210.93%2.97%8.12%Q2 2018Q2 20205
Highmount Capital, LLC 550.06%0.06%0.07%Q3 2013Q3 20145
Argentus Capital Management, LLC 550.07%0.12%0.20%Q3 2015Q3 20165
B.O.S.S. Retirement Advisors, LLC 550.97%1.11%1.22%Q4 2022Q4 20235
Anson Funds Management LP 210.18%0.42%0.94%Q4 2019Q4 20215
Compass Wealth Management LLC 550.52%0.53%0.56%Q4 2022Q4 20235
SRS Investment Management, LLC 410.07%0.17%0.22%Q1 2016Q4 20225
Pinnacle Advisory Group, Inc. 310.02%0.02%0.02%Q3 2018Q1 20215
Baron Wealth Management LLC 550.15%0.16%0.16%Q4 2022Q4 20235
Blue Granite Capital, LLC 550.37%0.47%0.82%Q4 2016Q4 20175
Meru Capital Group, LP 412.13%2.96%4.09%Q2 2013Q4 20145
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.02%0.04%Q1 2018Q1 20195
SPROTT INC. 550.05%0.09%0.17%Q2 2016Q2 20175
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 320.04%0.23%0.39%Q1 2014Q4 20165
Ground Swell Capital, LLC 320.16%0.79%1.87%Q2 2014Q1 20225
Guidant Wealth Advisors 320.00%0.08%0.14%Q2 2018Q3 20195
Te Ahumairangi Investment Management Ltd 550.03%0.37%0.69%Q3 2020Q3 20215
Banco BTG Pactual S.A. 440.01%0.13%0.26%Q1 2019Q4 20195
Alta Advisers Ltd 550.39%0.46%0.50%Q3 2022Q3 20235
American Financial Network Advisory Services LLC 550.09%0.13%0.15%Q3 2017Q3 20185
Wilmington Trust, National Association 550.01%0.04%0.14%Q2 2013Q2 20145
Financial Council Asset Management Inc 550.18%0.24%0.28%Q3 2022Q3 20235
Enlightenment Research, LLC 310.56%1.26%2.11%Q4 2018Q1 20215
Lamond Capital Partners LLC 553.48%5.11%7.37%Q2 2013Q2 20145
BANKERS TRUST CO 551.34%1.49%1.59%Q2 2013Q2 20145
WealthStone, Inc. 410.16%0.49%0.90%Q2 2019Q1 20215
Parker Investment Management, LLC 550.23%2.21%3.45%Q1 2019Q1 20205
Kaizen Advisory, LLC 550.08%0.43%0.87%Q4 2017Q4 20185
DIXON HUBARD FEINOUR & BROWN INC/VA 320.04%0.82%1.58%Q1 2021Q2 20225
Chautauqua Capital Management 551.46%1.95%2.17%Q4 2014Q4 20155
David J Yvars Group 550.23%0.42%0.50%Q4 2020Q4 20215
DSAM Partners (London) Ltd 320.33%0.39%0.47%Q2 2018Q3 20195
AIMZ Investment Advisors, LLC 410.11%0.12%0.13%Q4 2020Q3 20235
Alpha Family Trust 410.19%0.52%0.63%Q2 2022Q3 20235
Ergoteles LLC 210.02%0.33%1.30%Q4 2020Q2 20235
Rokos Capital Management LLP 210.14%1.04%1.52%Q4 2020Q3 20235
Addenda Capital Inc. 550.20%0.23%0.26%Q3 2022Q3 20235
Kerrisdale Advisers, LLC 550.25%0.29%0.33%Q2 2020Q2 20215
EMERALD ADVISERS, LLC 550.01%0.01%0.02%Q2 2013Q2 20145
Seven Bridges Advisors LLC 410.09%0.29%0.47%Q4 2015Q1 20175
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Saddle Road Partners, LLC 550.37%0.43%0.51%Q4 2015Q4 20165
Leverage Partners Absolute Return Fund SPC 320.16%1.33%3.65%Q4 2020Q2 20235
Alpine Global Management, LLC 210.13%0.24%0.39%Q2 2014Q1 20205
JACKSON PARK CAPITAL, LLC 551.01%1.39%1.56%Q4 2014Q4 20155
Three Corner Global Investors LP 311.59%4.55%7.36%Q4 2013Q2 20175
ARGENTIERE CAPITAL AG 110.12%1.84%7.47%Q2 2016Q2 20175
Union Point Advisors, LLC 413.56%4.49%6.07%Q3 2013Q4 20145
Elgethun Capital Management 550.09%0.09%0.10%Q3 2022Q3 20235
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 551.01%5.80%8.75%Q3 2015Q3 20165
Brick & Kyle, Associates 550.01%0.01%0.01%Q1 2015Q1 20165
Tempus Wealth Planning, LLC 550.10%0.16%0.26%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.03%0.05%0.06%Q4 2021Q3 20235
Aquatic Capital Management LLC 320.65%0.98%1.80%Q2 2022Q3 20235
Stenahm Asset Managment Ltd 558.96%9.88%11.09%Q4 2020Q4 20215
Level Financial Advisors 320.00%0.01%0.01%Q4 2021Q3 20235
Resonant Capital Advisors, LLC 410.03%0.06%0.12%Q2 2022Q3 20235
VIVID FINANCIAL MANAGEMENT, INC. 550.10%0.20%0.27%Q4 2020Q4 20215
COLUMBIA ADVISORY PARTNERS LLC 550.50%0.59%0.63%Q4 2021Q4 20225
COLLECTIVE FAMILY OFFICE LLC 320.10%0.14%0.26%Q1 2022Q3 20235
Legacy Wealth Planning, LLC 550.23%0.25%0.27%Q3 2020Q3 20215
SELDON CAPITAL LP 550.08%0.10%0.14%Q4 2021Q4 20225
New England Capital Financial Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.01%0.02%0.03%Q4 2022Q3 20234
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 210.00%0.01%0.02%Q4 2018Q2 20234
PRIVATE ASSET MANAGEMENT INC 310.04%0.04%0.04%Q1 2018Q1 20194
PROSPECTOR PARTNERS LLC 440.70%0.81%0.90%Q1 2020Q4 20204
MARCO INVESTMENT MANAGEMENT LLC 220.02%0.03%0.05%Q4 2019Q3 20234
SENTINEL ASSET MANAGEMENT, INC. 440.10%0.11%0.13%Q4 2016Q3 20174
BURKE & HERBERT BANK & TRUST CO 310.12%0.13%0.14%Q4 2020Q4 20214
SMITHBRIDGE ASSET MANAGEMENT INC/DE 440.68%0.69%0.70%Q4 2022Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.05%0.06%0.06%Q4 2017Q3 20184
BLUEFIN CAPITAL MANAGEMENT, LLC 220.03%0.08%0.18%Q4 2020Q4 20214
ASCEND CAPITAL, LLC 440.02%0.04%0.05%Q4 2017Q3 20184
ARGENT TRUST COMPANY, N.A. 440.09%0.12%0.15%Q3 2013Q2 20144
Zions Trust, National Association 440.03%0.05%0.05%Q1 2014Q4 20144
BAILEY VALUE LIMITED PARTNERSHIP 4462.32%65.22%67.88%Q4 2021Q3 20224
MAPLE SECURITIES USA INC 210.04%0.31%0.62%Q2 2013Q1 20154
OVERSEA-CHINESE BANKING Corp Ltd 440.64%0.69%0.75%Q4 2022Q3 20234
Insight Holdings Group, LLC 440.03%0.06%0.14%Q4 2022Q3 20234
HHG & Company, LLC 310.16%0.40%0.52%Q4 2014Q1 20164
Pier Capital, LLC 440.01%0.01%0.02%Q4 2013Q3 20144
First Financial Bank - Trust Division 440.02%0.02%0.02%Q1 2023Q4 20234
CR Intrinsic Investors, LLC 440.22%0.31%0.40%Q2 2013Q1 20144
FRONTIER INVESTMENT MGMT CO 310.01%0.02%0.02%Q2 2019Q2 20204
F&C Asset Management plc 440.46%0.57%0.69%Q2 2013Q1 20144
Sabal Trust CO 210.02%0.16%0.31%Q1 2018Q3 20234
Stux Capital Management, LLC 440.10%0.18%0.24%Q3 2013Q2 20144
Miura Global Management 311.30%1.80%2.64%Q2 2013Q1 20224
TREMBLANT CAPITAL GROUP 440.02%0.03%0.04%Q4 2022Q3 20234
Leith Wheeler Investment Counsel Ltd. 440.07%0.07%0.08%Q1 2023Q4 20234
GlobalBridge, Inc. 440.42%0.58%0.73%Q2 2013Q1 20144
MENTA CAPITAL LLC 110.13%0.21%0.36%Q2 2013Q4 20164
Employers Holdings, Inc. 440.17%0.20%0.29%Q1 2020Q4 20204
Stevens First Principles Investment Advisors 310.00%0.03%0.08%Q4 2014Q3 20184
Stieven Capital Advisors, L.P. 441.71%1.87%1.99%Q2 2019Q1 20204
WBI INVESTMENTS, LLC 310.10%0.42%0.75%Q1 2019Q2 20234
Argent Advisors, Inc. 310.06%0.29%0.39%Q4 2019Q4 20204
First City Capital Management, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
Indices-Pac Research Corp. 440.21%0.37%0.62%Q2 2013Q1 20144
SAC Capital Advisors LP 440.04%0.15%0.26%Q2 2013Q1 20144
GTS SECURITIES LLC 220.02%0.05%0.09%Q2 2023Q3 20234
IMC-Chicago, LLC 110.01%0.09%0.19%Q1 2020Q3 20214
Winton Capital Management Ltd 440.27%0.33%0.39%Q2 2013Q1 20144
Manatuck Hill Partners, LLC 310.08%0.88%1.40%Q2 2013Q4 20164
440 INVESTMENT GROUP, LLC 440.70%1.06%1.43%Q1 2017Q4 20174
361 CAPITAL LLC 440.12%0.12%0.12%Q1 2018Q4 20184
AlphaOne Investment Services, LLC 310.00%0.01%0.03%Q4 2017Q4 20184
Banyan Partners, LLC 440.29%0.31%0.36%Q4 2013Q3 20144
American Research & Management Co. 310.00%0.00%0.00%Q2 2020Q3 20224
Odey Holdings AG 442.73%3.64%4.80%Q2 2015Q1 20164
MIZUHO SECURITIES USA LLC 110.01%0.07%0.15%Q1 2017Q2 20214
Axiom Investment Management LLC 440.42%0.60%0.76%Q4 2018Q3 20194
Alphadyne Asset Management LP 220.06%0.28%0.49%Q2 2023Q3 20234
Crabel Capital Management, LLC 210.10%0.28%0.44%Q3 2019Q3 20234
Baltimore-Washington Financial Advisors, Inc. 110.00%0.02%0.02%Q3 2015Q2 20224
JS Capital Management LLC 210.04%0.99%2.50%Q3 2019Q1 20224
FNY Partners Fund LP 220.00%0.02%0.04%Q4 2016Q4 20174
Braver Wealth Management, LLC 440.10%0.11%0.12%Q1 2016Q4 20164
Whitnell & Co. 210.00%0.09%0.27%Q2 2013Q4 20194
Janney Capital Management LLC 440.02%0.02%0.02%Q4 2022Q3 20234
New Century Advisors, LLC 441.26%1.33%1.40%Q4 2021Q3 20224
Carlson Capital Management 440.02%0.02%0.02%Q4 2022Q3 20234
Kernodle & Katon Asset Management Group, LLC 440.01%0.02%0.06%Q4 2015Q3 20164
Fullerton Fund Management Co Ltd. 440.03%0.25%0.87%Q3 2020Q2 20214
Surevest, LLC 440.00%0.01%0.02%Q4 2021Q3 20224
ADI CAPITAL MANAGEMENT LLC 443.38%4.25%5.12%Q1 2019Q4 20194
EACHWIN CAPITAL, LP 440.41%0.45%0.50%Q4 2015Q3 20164
Cranbrook Wealth Management, LLC 440.00%0.00%0.01%Q1 2021Q4 20214
VERNIER CAPITAL PARTNERS, LP 222.97%3.97%5.79%Q2 2018Q2 20194
SIGNET FINANCIAL MANAGEMENT, LLC 310.03%0.03%0.04%Q1 2018Q4 20214
Sensato Investors LLC 440.61%1.71%2.80%Q1 2018Q4 20184
Lombard Odier & Cie (Canada), Limited Partnership 440.12%0.30%0.61%Q1 2014Q4 20144
OGBORNE CAPITAL MANAGEMENT, LLC 222.28%4.17%6.09%Q1 2019Q1 20204
Lighthouse Financial Advisors, Inc. 310.09%0.10%0.10%Q4 2019Q4 20204
Verde Servicos Internacionais S.A. 440.78%1.35%1.91%Q4 2018Q3 20194
TCG Advisors, LP 220.02%0.13%0.24%Q1 2019Q2 20204
Ruggie Capital Group 210.00%0.01%0.01%Q2 2015Q2 20194
KWMG, LLC 440.01%0.02%0.02%Q2 2018Q1 20194
Mirador Capital Partners LP 310.05%0.55%0.78%Q2 2016Q2 20214
Price Capital Management, Inc. 210.03%0.96%1.74%Q4 2017Q4 20194
Lebenthal Holdings,LLC 440.04%0.10%0.14%Q3 2015Q2 20164
C Partners Holding GmbH 440.05%0.09%0.11%Q4 2017Q3 20184
Caldera Capital, LLC 312.72%6.30%10.41%Q4 2016Q1 20204
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.00%0.04%0.06%Q2 2015Q3 20164
Coastal Bridge Advisors, LLC 440.06%0.06%0.06%Q4 2022Q3 20234
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 442.47%2.64%2.91%Q4 2022Q3 20234
Cider Mill Investments LP 441.77%2.05%2.36%Q1 2017Q4 20174
Bellwether Investment Group, LLC 220.12%0.61%1.00%Q4 2016Q4 20174
Per Stirling Capital Management, LLC. 440.10%0.12%0.12%Q4 2022Q3 20234
AustralianSuper Pty Ltd 310.02%0.10%0.24%Q2 2020Q3 20234
Premia Global Advisors, LLC 310.03%0.14%0.24%Q4 2017Q1 20194
CAMG Solamere Management, LLC 220.10%0.12%0.16%Q3 2019Q3 20204
Caption Management, LLC 110.04%0.24%0.77%Q1 2021Q3 20214
Vestpro Financial Partners, Inc. dba CPF Texas 440.04%0.05%0.05%Q4 2017Q3 20184
Vest Financial, LLC 440.06%0.31%0.51%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 310.02%0.05%0.10%Q4 2018Q4 20194
Salient Private Client, LLC 441.30%1.43%1.67%Q4 2017Q3 20184
Measured Wealth Private Client Group, LLC 220.19%0.27%0.40%Q2 2018Q2 20194
KILEY JUERGENS WEALTH MANAGEMENT, LLC 440.21%0.27%0.30%Q4 2017Q3 20184
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
Aubrey Capital Management Ltd 210.95%1.83%2.54%Q1 2021Q3 20234
WELD CAPITAL MANAGEMENT LLC 210.11%0.36%0.53%Q4 2018Q2 20214
Machina Capital S.A.S. 210.60%0.88%1.12%Q4 2018Q1 20234
Triodos Investment Management BV 443.35%3.56%3.92%Q4 2022Q3 20234
Next Capital Management LLC 440.10%0.13%0.18%Q4 2018Q3 20194
TenCore Partners, LP 442.56%3.52%4.86%Q1 2020Q4 20204
Virginia National Bank 220.32%0.58%0.95%Q1 2022Q3 20234
Shorepoint Capital Partners LLC 441.92%2.08%2.19%Q4 2022Q3 20234
ANGLEPOINT ASSET MANAGEMENT, LTD. 442.10%2.88%3.71%Q1 2020Q4 20204
WealthOne, LLC 310.09%0.14%0.16%Q4 2018Q4 20204
Susquehanna International Group Ltd. 440.05%0.11%0.18%Q4 2020Q3 20214
JFG Wealth Management, LLC 310.14%0.24%0.43%Q4 2020Q4 20214
Legacy Trust 440.22%0.23%0.24%Q4 2022Q3 20234
Aperture Investors, LLC 310.39%0.71%1.00%Q1 2020Q3 20234
Meeder Advisory Services, Inc. 440.52%0.53%0.56%Q4 2022Q3 20234
Belmont Capital, LLC 440.01%0.01%0.02%Q3 2022Q2 20234
PYA Waltman Capital, LLC 440.03%0.04%0.04%Q4 2021Q3 20224
Meadow Creek Wealth Advisors LLC 440.33%0.37%0.40%Q4 2021Q3 20224
Single Point Partners, LLC 440.06%0.16%0.42%Q3 2022Q2 20234
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 440.00%0.00%0.01%Q4 2021Q3 20224
Pinpoint Asset Management Ltd 441.01%1.98%4.10%Q1 2020Q4 20204
Wealth Quarterback LLC 220.01%0.02%0.04%Q4 2019Q3 20214
MADDEN SECURITIES Corp 440.14%0.15%0.17%Q4 2022Q3 20234
MAGNOLIA CAPITAL ADVISORS LLC 310.11%0.14%0.20%Q3 2021Q3 20234
Aspen Grove Capital, LLC 440.44%0.45%0.46%Q4 2022Q3 20234
Paul John Balson 440.16%0.23%0.32%Q1 2020Q4 20204
Truadvice, LLC 440.10%0.15%0.18%Q3 2020Q2 20214
Investment Management Corp of Ontario 440.13%0.40%0.76%Q4 2022Q3 20234
Fortis Group Advisors, LLC 310.56%0.64%0.72%Q3 2020Q3 20234
Alpha Paradigm Partners, LLC 310.06%0.17%0.36%Q2 2021Q3 20224
Advisor Resource Council 110.06%0.07%0.08%Q2 2021Q1 20234
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
XTX Topco Ltd 210.12%0.21%0.26%Q2 2021Q4 20224
B. Metzler seel. Sohn & Co. Holding AG 440.88%1.00%1.17%Q4 2020Q3 20214
44 WEALTH MANAGEMENT LLC 310.50%0.55%0.62%Q3 2021Q2 20234
Baron Financial Group, LLC 440.02%0.02%0.02%Q3 2020Q2 20214
Junson Asset Management (Hong Kong) Ltd 441.88%2.26%2.45%Q4 2021Q3 20224
Tabor Asset Management, LP 440.53%1.46%2.44%Q4 2021Q3 20224
Mach-1 Financial Group, LLC 440.08%0.15%0.19%Q2 2022Q1 20234
Bond & Devick Financial Network, Inc. 440.14%0.15%0.16%Q4 2022Q3 20234
Ellsworth Advisors, LLC 440.11%0.15%0.19%Q4 2020Q3 20214
COWA, LLC 310.08%0.14%0.17%Q3 2022Q3 20234
Bickling Financial Services, Inc. 310.11%0.13%0.14%Q4 2021Q4 20224
APOGEM CAPITAL LLC 440.15%0.16%0.17%Q4 2020Q3 20214
Lifestyle Asset Management, Inc. 440.70%0.74%0.81%Q4 2022Q3 20234
ADE, LLC 440.03%0.03%0.04%Q4 2020Q3 20214
Tenere Capital LLC 442.73%4.84%8.40%Q4 2021Q3 20224
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.04%0.06%Q4 2020Q3 20234
Rollins Financial 210.06%0.08%0.10%Q2 2022Q3 20234
Better Money Decisions, LLC 310.01%0.03%0.04%Q1 2021Q2 20224
Canvas Wealth Advisors, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Gitterman Wealth Management, LLC 310.15%0.23%0.27%Q3 2022Q3 20234
MONUMENTAL FINANCIAL GROUP INC. 220.01%0.55%0.77%Q1 2021Q3 20234
Fi3 FINANCIAL ADVISORS, LLC 440.12%0.13%0.16%Q4 2022Q3 20234
Regency Capital Management Inc.\DE 440.01%0.52%0.87%Q1 2021Q4 20214
Heartland Bank & Trust Co 440.24%1.34%1.74%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.96%0.97%1.00%Q4 2022Q3 20234
CV Advisors LLC 440.31%0.57%1.25%Q4 2021Q3 20224
Crestmont Private Wealth LLC 440.17%0.19%0.22%Q4 2022Q3 20234
MOTIVE WEALTH ADVISORS 440.22%0.28%0.30%Q4 2022Q3 20234
Dominguez Wealth Management Solutions, Inc. 440.24%0.25%0.27%Q4 2022Q3 20234
Roberts Capital Advisors, LLC 441.01%1.16%1.30%Q4 2021Q3 20224
Alliance Wealth Advisors, LLC /UT 441.29%1.33%1.38%Q4 2022Q3 20234
Alan B Lancz & Associates, Inc. 440.17%0.18%0.19%Q2 2022Q1 20234
Fifth Third Wealth Advisors LLC 440.84%1.13%1.45%Q1 2023Q4 20234
Carmel Capital Partners, LLC 310.01%0.07%0.16%Q4 2021Q3 20234
MILESTONE WEALTH, LLC 440.23%0.25%0.27%Q4 2021Q3 20224
PineStone Asset Management Inc. 445.63%6.01%6.47%Q4 2022Q3 20234
LOCKERMAN FINANCIAL GROUP, INC. 440.82%0.85%0.88%Q4 2022Q3 20234
WEALTH EFFECTS LLC 220.08%0.10%0.11%Q4 2021Q3 20234
CHERRYDALE WEALTH MANAGEMENT, LLC 310.13%0.15%0.18%Q4 2022Q4 20234
PayPay Securities Corp 440.37%0.52%0.77%Q4 2022Q3 20234
Integrity Advisory, LLC 440.32%0.38%0.42%Q1 2022Q4 20224
HERBST GROUP, LLC 440.70%0.84%0.93%Q3 2022Q2 20234
H. L. Ormond & Company, LLC 441.14%1.25%1.33%Q4 2021Q3 20224
Enhancing Capital LLC 440.36%0.43%0.61%Q4 2021Q3 20224
WEST MICHIGAN ADVISORS, LLC 310.10%0.13%0.15%Q1 2022Q3 20234
Saber Capital Managment, LLC 442.70%3.62%3.98%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.12%0.15%0.18%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.02%0.11%0.14%Q4 2022Q3 20234
Harvest Portfolios Group Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
PROVENCE WEALTH MANAGEMENT GROUP 440.35%0.40%0.47%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.28%0.30%0.34%Q4 2022Q3 20234
EHP Funds Inc. 440.37%0.56%0.68%Q4 2022Q3 20234
Carr Financial Group Corp 440.28%0.30%0.33%Q4 2022Q3 20234
ESG Planning 440.59%0.91%1.06%Q1 2022Q4 20224
Wallace Advisory Group, LLC 441.19%1.20%1.21%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
Cercano Management LLC 440.64%0.66%0.68%Q4 2022Q3 20234
CASTLE WEALTH MANAGEMENT LLC 310.12%0.13%0.15%Q2 2022Q2 20234
Bleakley Financial Group, LLC 440.27%0.30%0.34%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Callan Family Office, LLC 440.08%0.14%0.18%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 441.75%1.82%1.91%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.03%0.03%0.03%Q4 2022Q3 20234
GDS Wealth Management 440.04%0.05%0.05%Q4 2022Q3 20234
Corient Private Wealth LLC 440.45%0.49%0.54%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.24%0.26%0.27%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.21%0.21%0.22%Q4 2022Q3 20234
MGO Private Wealth, LLC 310.11%0.17%0.25%Q3 2022Q3 20234
Ethos Financial Group, LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.35%0.39%0.42%Q4 2022Q3 20234
RFP Financial Group LLC 440.02%0.03%0.05%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.52%0.55%0.61%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.04%0.11%0.17%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 440.11%0.14%0.22%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.18%0.22%0.26%Q4 2022Q3 20234
DoubleLine ETF Adviser LP 440.95%1.55%1.82%Q4 2022Q3 20234
JDM Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
New Hampshire Trust 440.71%0.72%0.74%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.66%0.72%0.83%Q4 2022Q3 20234
Crescent Sterling, Ltd. 440.66%0.73%0.79%Q4 2022Q3 20234
SP Asset Management LLC 440.07%0.07%0.07%Q4 2022Q3 20234
Compound Global Advisors, LLC 442.64%3.80%4.67%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.88%0.93%1.02%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.50%0.51%0.55%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.56%0.61%0.69%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.57%0.65%0.84%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.44%0.57%0.64%Q4 2022Q3 20234
Forge First Asset Management Inc. 440.33%1.10%3.00%Q4 2022Q3 20234
HF Advisory Group, LLC 440.81%1.05%1.37%Q4 2022Q3 20234
Gavilan Investment Partners LLC 447.68%8.59%10.68%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Rooted Wealth Advisors, Inc. 440.15%0.16%0.17%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Trium Capital LLP 440.12%1.62%2.47%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.36%0.38%0.40%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.10%0.11%0.12%Q4 2022Q3 20234
Family Capital Management, Inc. 440.16%0.24%0.28%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 440.47%0.64%0.84%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.87%0.93%1.01%Q4 2022Q3 20234
River Street Advisors LLC 440.81%0.86%0.90%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.40%0.49%0.62%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.25%0.26%0.28%Q4 2022Q3 20234
TFB Advisors LLC 440.21%0.34%0.65%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.16%0.18%0.21%Q4 2022Q3 20234
Prossimo Advisors, LLC 441.47%2.92%3.61%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.47%0.50%0.54%Q4 2022Q3 20234
Applied Capital LLC/FL 442.32%2.43%2.56%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.39%0.41%0.43%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.22%0.28%0.44%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.62%0.67%0.72%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.60%1.00%2.13%Q4 2022Q3 20234
DUDLEY CAPITAL MANAGEMENT, LLC 441.43%1.51%1.66%Q4 2022Q3 20234
Atlas Wealth Partners, LLC 440.94%1.61%2.10%Q4 2022Q3 20234
Park Place Capital Corp 440.15%0.26%0.36%Q4 2022Q3 20234
BOS Asset Management, LLC 440.38%0.40%0.42%Q4 2022Q3 20234
CIC Wealth, LLC 440.56%0.58%0.61%Q4 2022Q3 20234
Applied Finance Capital Management, LLC 441.96%2.37%2.77%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 440.23%0.24%0.25%Q4 2022Q3 20234
Talbot Financial, LLC 440.95%0.96%0.99%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 441.34%1.61%1.88%Q4 2022Q3 20234
Granite Harbor Advisors, Inc. 440.33%0.36%0.37%Q4 2022Q3 20234
DDFG, Inc 440.27%0.27%0.28%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.30%0.36%0.41%Q4 2022Q3 20234
LBP AM SA 441.46%1.57%1.64%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.12%0.12%0.12%Q4 2022Q3 20234
Tilt Investment Management Holdings, PBC 441.14%1.18%1.26%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.13%0.14%0.14%Q4 2022Q3 20234
Hyperion Partners, LLC 440.27%0.31%0.33%Q4 2022Q3 20234
Eaton Financial Holdings Company, LLC 440.15%0.46%0.57%Q4 2022Q3 20234
KLR INVESTMENT ADVISORS, LLC 440.16%0.18%0.19%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.39%0.76%1.73%Q2 2022Q3 20234
KENNEDY INVESTMENT GROUP 442.50%2.58%2.73%Q4 2022Q3 20234
First County Bank /CT/ 440.34%0.36%0.37%Q4 2022Q3 20234
New Republic Capital, LLC 440.27%0.40%0.63%Q4 2022Q3 20234
Prosperity Financial Group, Inc. 440.37%0.38%0.40%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.09%0.18%0.33%Q4 2022Q3 20234
FINANCIAL ADVISORY PARTNERS, LLC 220.08%0.08%0.09%Q4 2021Q3 20234
Knollwood Investment Advisory, LLC 440.42%0.79%1.13%Q4 2022Q3 20234
FIRST HORIZON CORP 440.07%0.08%0.09%Q3 2020Q2 20214
CALDWELL SUTTER CAPITAL, INC. 440.19%0.20%0.22%Q4 2022Q3 20234
Laird Norton Wetherby Trust Company, LLC 220.02%0.03%0.03%Q4 2020Q4 20214
SIT INVESTMENT ASSOCIATES INC 440.00%0.00%0.00%Q4 2022Q3 20234
AUGUSTINE ASSET MANAGEMENT INC 440.31%0.32%0.33%Q4 2022Q3 20234
GIRARD SECURITIES, INC. 440.18%0.19%0.21%Q4 2016Q3 20174
EII CAPITAL MANAGEMENT, INC. 440.08%0.09%0.10%Q1 2018Q4 20184
CASCADE INVESTMENT GROUP, INC. 440.61%0.62%0.63%Q4 2022Q3 20234
KOCH INDUSTRIES INC 440.07%0.17%0.30%Q2 2017Q1 20184
Ariel Investments 440.00%0.01%0.01%Q2 2017Q1 20184
RIT CAPITAL PARTNERS PLC 228.88%12.80%14.84%Q4 2021Q3 20234
BlackDiamond Wealth Management, LLC 210.20%0.22%0.24%Q4 2022Q3 20233
STRYCKER VIEW CAPITAL LLC 333.91%4.65%5.11%Q1 2021Q3 20213
Latimer Light Capital, L.P. 213.48%4.73%6.36%Q1 2016Q3 20183
Signition LP 110.15%0.57%1.36%Q2 2018Q4 20193
ADVOCATE GROUP LLC 330.16%0.35%0.53%Q1 2023Q3 20233
Tesuji Partners 3319.28%26.16%33.28%Q2 2013Q4 20133
UNITED MARITIME CAPITAL LLC 331.38%1.48%1.54%Q4 2020Q2 20213
Bristlecone Advisors, LLC 110.01%0.06%0.09%Q3 2017Q4 20193
Honeycomb Asset Management LP 211.80%2.30%2.81%Q4 2020Q4 20213
Pinnacle Family Advisors, LLC 330.27%0.30%0.32%Q4 2019Q2 20203
Circle Road Advisors LP 334.76%5.90%6.48%Q1 2019Q3 20193
ROWLANDMILLER & PARTNERS.ADV 330.02%0.03%0.03%Q2 2023Q4 20233
Kissinger Financial Services LLC 330.25%0.31%0.34%Q4 2016Q2 20173
NWK Group, Inc. 331.62%1.72%1.92%Q1 2020Q3 20203
V-Square Quantitative Management LLC 331.09%1.44%1.77%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.91%0.93%0.95%Q1 2023Q3 20233
First Command Advisory Services, Inc. 210.00%0.00%0.01%Q4 2022Q3 20233
MANE GLOBAL CAPITAL MANAGEMENT LP 332.14%3.30%4.14%Q4 2021Q2 20223
Schoolcraft Capital LLC 330.21%0.22%0.22%Q2 2019Q4 20193
Shay Capital LLC 220.01%0.03%0.07%Q4 2020Q1 20213
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
PHILLIPS FINANCIAL MANAGEMENT, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
FLYNN ZITO CAPITAL MANAGEMENT, LLC 210.18%0.18%0.18%Q4 2021Q4 20223
Sheets Smith Investment Management 330.47%1.08%1.83%Q4 2021Q2 20223
Worth Venture Partners, LLC 210.26%0.28%0.31%Q2 2017Q3 20183
Empower Advisory Group, LLC 330.65%0.68%0.71%Q1 2023Q3 20233
Beacon Harbor Wealth Advisors, Inc. 331.45%1.72%2.27%Q2 2019Q4 20193
3Chopt Investment Partners, LLC 330.34%0.41%0.45%Q4 2022Q2 20233
Friedberg Investment Management 330.49%0.52%0.54%Q1 2017Q3 20173
TITLEIST ASSET MANAGEMENT, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
OFI INVEST ASSET MANAGEMENT 330.84%1.69%2.28%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.38%0.51%0.58%Q1 2023Q3 20233
Summit Wealth Group, LLC 210.00%0.17%0.27%Q1 2021Q1 20233
Forward Management, LLC 330.02%0.04%0.07%Q3 2013Q1 20143
Whale Rock Capital Management 331.63%1.78%1.90%Q2 2013Q4 20133
Seven Springs Wealth Group, LLC 210.00%0.10%0.16%Q4 2020Q3 20213
Source Financial Advisors LLC 330.08%0.11%0.12%Q1 2023Q3 20233
COOK WEALTH MANAGEMENT GROUP LLC 330.30%0.31%0.32%Q4 2021Q2 20223
CATALYST PRIVATE WEALTH, LLC 330.35%0.42%0.46%Q3 2020Q1 20213
Warren Street Wealth Advisors, LLC 330.16%0.18%0.20%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.08%0.10%0.11%Q1 2023Q3 20233
ENGINE NO. 1 LLC 330.28%0.38%0.44%Q2 2021Q4 20213
PFG Investments, LLC 330.18%0.19%0.20%Q1 2023Q3 20233
WHITEBOX ADVISORS LLC 330.06%0.08%0.09%Q3 2013Q1 20143
Fiduciary Alliance LLC 210.05%0.07%0.08%Q4 2022Q3 20233
Meredith Wealth Planning 210.18%0.18%0.19%Q4 2022Q3 20233
CUMBERLAND ADVISORS INC 330.07%0.07%0.08%Q1 2019Q3 20193
CoreCap Advisors, LLC 110.01%0.01%0.02%Q4 2021Q4 20223
DIAMOND HILL CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2018Q4 20183
OSTERWEIS CAPITAL MANAGEMENT INC 210.00%0.00%0.00%Q2 2013Q4 20223
Creative Capital Management Investments LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 332.18%2.25%2.29%Q1 2023Q3 20233
READYSTATE ASSET MANAGEMENT LP 110.03%0.17%0.23%Q3 2023Q3 20233
Empire Financial Management Company, LLC 330.15%0.18%0.20%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.86%0.89%0.96%Q1 2023Q3 20233
HUSSMAN STRATEGIC ADVISORS, INC. 110.35%0.70%0.92%Q2 2013Q4 20153
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 330.20%0.32%0.42%Q1 2020Q3 20203
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.02%Q1 2023Q3 20233
Grey Street Capital, LLC 330.24%0.25%0.26%Q1 2023Q3 20233
Midwest Financial Group LLC 330.45%0.45%0.45%Q1 2023Q3 20233
Foster Group, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
DIALECTIC CAPITAL MANAGEMENT, LP 330.06%0.17%0.33%Q2 2013Q4 20133
GuoLine Advisory Pte Ltd 338.37%8.65%8.82%Q1 2023Q3 20233
Alpha Financial Partners, LLC 330.27%0.28%0.29%Q4 2022Q2 20233
OSTRUM ASSET MANAGEMENT 330.44%0.45%0.46%Q1 2023Q3 20233
LaSalle St. Investment Advisors, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
DRW SECURITIES, L.L.C. 110.02%0.04%0.07%Q3 2022Q3 20223
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 210.01%0.02%0.03%Q2 2021Q3 20233
Credo Capital Management, LLC 330.04%0.17%0.34%Q2 2013Q4 20133
Beirne Wealth Consulting Services, LLC 210.11%0.14%0.18%Q1 2019Q4 20203
CTC Capital Management, LLC 210.31%1.36%2.21%Q2 2022Q1 20233
CAPITAL ONE FINANCIAL CORP 330.03%0.03%0.03%Q2 2021Q4 20213
Garden State Investment Advisory Services LLC 330.10%0.11%0.12%Q1 2023Q3 20233
WATERSHED PRIVATE WEALTH LLC 330.13%0.14%0.14%Q1 2023Q3 20233
PHILADELPHIA TRUST CO 210.02%0.02%0.02%Q3 2021Q2 20223
GLENHILL ADVISORS LLC 330.02%0.02%0.04%Q4 2013Q2 20143
WOODBURN R ROBERT JR 330.36%0.53%0.66%Q4 2012Q2 20133
LODESTAR PRIVATE ASSET MANAGEMENT LLC 210.04%0.04%0.04%Q4 2022Q3 20233
INTREPID CAPITAL MANAGEMENT INC /DE/ 331.19%1.26%1.40%Q2 2013Q4 20133
GLG INC. 330.22%0.43%0.56%Q2 2013Q4 20133
Perella Weinberg Partners Capital Management LP 210.20%1.35%3.07%Q4 2013Q3 20143
MRP Capital Investments, LLC 330.19%0.22%0.27%Q4 2022Q2 20233
Covenant Asset Management, LLC 330.93%0.94%0.96%Q1 2021Q3 20213
DAVIDSON TRUST CO 330.29%0.30%0.31%Q1 2023Q3 20233
MERIDIAN INVESTMENT COUNSEL INC. 330.08%0.08%0.08%Q1 2023Q3 20233
KINGDON CAPITAL MANAGEMENT, L.L.C. 210.42%1.02%2.09%Q2 2014Q2 20163
CQS Cayman LP 210.03%0.19%0.32%Q2 2015Q3 20193
ICICI Prudential Asset Management Co Ltd 330.60%1.47%2.08%Q4 2016Q2 20173
Glass Jacobson Investment Advisors llc 210.09%0.09%0.10%Q4 2022Q3 20233
Daiwa SB Investments Ltd. 330.01%0.05%0.07%Q3 2018Q1 20193
Partner Investment Management, L.P. 210.67%0.88%1.12%Q3 2015Q3 20183
PFM Health Sciences, LP 210.48%0.79%1.27%Q3 2015Q3 20183
Windsor Creek Advisors, LLC 330.27%0.50%0.68%Q3 2019Q1 20203
Personal Wealth Partners 210.00%0.00%0.00%Q3 2019Q2 20213
STAMINA CAPITAL MANAGEMENT LP 330.78%0.97%1.12%Q4 2021Q2 20223
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.03%0.13%0.23%Q2 2021Q3 20223
Signet Investment Advisory Group, Inc. 110.04%0.20%0.48%Q4 2018Q2 20213
Caldwell Investment Management Ltd. 331.74%1.91%2.14%Q1 2023Q3 20233
Conatus Capital Management LP 212.58%2.65%2.69%Q2 2013Q2 20163
HARVEST VOLATILITY MANAGEMENT LLC 330.03%0.04%0.04%Q1 2022Q3 20223
Unified Trust Company, N.A. 331.77%1.83%1.86%Q1 2021Q3 20213
Allred Capital Management, LLC 210.03%0.07%0.11%Q4 2019Q1 20213
AMERICAFIRST CAPITAL MANAGEMENT, LLC 210.02%0.18%0.48%Q4 2014Q3 20173
MONTAGE INVESTMENTS, LLC 330.47%0.50%0.52%Q1 2016Q3 20163
Flagship Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
CAPITAL GROWTH MANAGEMENT LP 210.61%0.64%0.66%Q4 2013Q1 20153
Hoxton Financial, Inc. 330.07%0.08%0.09%Q2 2013Q4 20133
Portland Global Advisors LLC 330.05%0.05%0.05%Q2 2021Q4 20213
Granite Bay Wealth Management, LLC 330.29%0.34%0.44%Q1 2023Q3 20233
Edgewood Management 330.00%0.00%0.00%Q1 2019Q3 20193
Theleme Partners LLP 332.74%4.14%5.05%Q2 2013Q4 20133
LMR Master Fund Ltd 330.06%0.62%1.45%Q2 2013Q4 20133
Capital Wealth Alliance, LLC 330.18%0.19%0.20%Q1 2021Q3 20213
Castle Creek Arbitrage, LLC 330.36%0.46%0.52%Q2 2016Q4 20163
CI Global Investments Inc. 210.00%0.19%0.32%Q2 2017Q3 20183
OAK HARBOR WEALTH PARTNERS, LLC 330.09%0.09%0.09%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.08%0.20%Q1 2017Q1 20203
NKCFO LLC 331.12%1.45%1.71%Q1 2020Q3 20203
Argent Wealth Management LLC 330.06%0.06%0.07%Q4 2019Q2 20203
Ignis Investment Services Ltd 330.62%1.13%1.60%Q4 2013Q2 20143
Krane Funds Advisors LLC 210.01%0.02%0.03%Q1 2022Q1 20233
APEIRON CAPITAL Ltd 332.48%2.82%3.06%Q4 2020Q2 20213
Andesa Financial Management Inc. 210.09%0.12%0.14%Q1 2019Q4 20203
Allegiant Private Advisors, LLC 330.03%0.04%0.04%Q4 2020Q2 20213
COMMONS CAPITAL, LLC 330.67%0.79%0.93%Q4 2021Q2 20223
Brown Shipley& Co Ltd 330.62%0.79%0.92%Q1 2023Q3 20233
Nilsine Partners, LLC 330.17%0.18%0.19%Q1 2023Q3 20233
Elwood & Goetz Wealth Advisory Group, LLC 330.09%0.10%0.11%Q3 2020Q1 20213
Potrero Capital Research LLC 330.44%0.87%1.10%Q2 2020Q4 20203
TriaGen Wealth Management LLC 210.11%0.63%0.94%Q2 2021Q3 20233
Vienna Asset Management LLC 210.22%0.96%1.35%Q4 2021Q3 20223
SIENA CAPITAL LLC 330.04%0.04%0.04%Q1 2022Q3 20223
Glaxis Capital Management, LLC 110.95%3.21%5.55%Q2 2013Q3 20193
TrueWealth Advisors, LLC 210.13%0.13%0.15%Q1 2021Q1 20223
INHERENT GROUP, LP 330.92%4.43%6.96%Q2 2020Q4 20203
Bornite Capital Management LP 213.08%6.66%10.36%Q1 2022Q1 20233
C2C Wealth Management, LLC 330.04%0.04%0.05%Q4 2021Q2 20223
Glassy Mountain Advisors, Inc. 210.10%0.10%0.11%Q4 2022Q3 20233
Resolute Advisors LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Cognios Capital, LLC 330.25%0.35%0.45%Q4 2017Q2 20183
Brave Warrior Advisors 210.01%0.01%0.01%Q2 2021Q1 20223
Spartan Planning & Wealth Management 110.11%0.42%0.61%Q1 2022Q3 20233
Independence Capital Asset Partners, LLC 211.24%2.63%3.46%Q4 2013Q1 20153
Signpost Capital Advisors, LP 335.86%6.59%7.03%Q3 2014Q1 20153
Mason & Associates Inc 330.08%0.09%0.10%Q1 2023Q3 20233
BLOOM TREE PARTNERS, LLC 332.32%3.13%3.71%Q2 2013Q4 20133
Engrave Wealth Partners LLC 330.02%0.02%0.02%Q4 2019Q2 20203
BW Gestao de Investimentos Ltda. 330.20%0.38%0.52%Q1 2021Q3 20213
Kraft, Davis & Associates, LLC 210.25%0.26%0.27%Q4 2022Q3 20233
D1 Capital Partners L.P. 210.22%0.74%1.71%Q3 2022Q3 20233
Fundsmith 330.06%0.09%0.11%Q1 2023Q3 20233
BTG Pactual Asset Management S.A. DTVM 334.44%4.84%5.15%Q2 2015Q4 20153
Cunning Capital Partners, LP 332.12%2.19%2.27%Q1 2020Q3 20203
Aletheian Wealth Advisors LLC 330.15%0.16%0.18%Q2 2023Q4 20233
Foundry Partners, LLC 210.02%0.66%1.36%Q4 2013Q1 20223
Eos Focused Equity Management, L.P. 331.28%1.94%2.48%Q2 2020Q4 20203
Shellback Capital, LP 212.02%2.13%2.24%Q3 2016Q4 20183
Elkhorn Investments, LLC 330.95%1.01%1.08%Q2 2017Q4 20173
Humankind Investments LLC 210.10%0.14%0.22%Q4 2020Q3 20233
Fulcrum Equity Management 330.50%0.66%0.79%Q1 2020Q3 20203
Signature Wealth Management Group 330.00%0.00%0.00%Q4 2017Q2 20183
Legg Mason Asset Management (Japan) Co., Ltd. 330.88%0.97%1.11%Q4 2013Q2 20143
Wayfinding Financial, LLC 330.19%0.19%0.19%Q1 2023Q3 20233
Junto Capital Management LP 111.05%2.03%3.10%Q1 2019Q3 20233
USAdvisors Wealth Management, LLC 210.09%0.35%0.50%Q2 2018Q4 20213
FAS Wealth Partners, Inc. 210.02%0.02%0.03%Q2 2022Q3 20233
Signator Financial Services, Inc. 330.12%0.14%0.15%Q1 2013Q3 20133
36 SOUTH CAPITAL ADVISORS LLP 212.28%3.93%5.42%Q4 2020Q3 20213
Paulson Wealth Management Inc. 210.05%0.10%0.18%Q4 2017Q3 20233
Kingsbury Capital Investment Advisors LLC 330.43%0.50%0.54%Q1 2022Q3 20223
COMMUNITY BANK SYSTEM, INC. 330.00%0.00%0.00%Q1 2014Q3 20143
Avalon Trust Co 330.22%0.23%0.24%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.17%0.22%0.26%Q4 2021Q2 20223
True Link Financial Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Syntal Capital Partners, LLC 330.70%0.82%0.92%Q1 2018Q3 20183
Parus Finance SA 334.66%5.19%5.72%Q4 2011Q2 20123
Ford Financial Group, LLC 110.00%0.01%0.02%Q4 2017Q4 20213
Newport Wealth Strategies, Inc. 330.19%0.35%0.68%Q2 2019Q4 20193
Ironsides Asset Advisors, LLC 210.06%0.07%0.08%Q1 2016Q4 20163
Acorn Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Clarity Financial LLC 210.04%0.05%0.05%Q4 2022Q3 20233
Oasis Management Co Ltd. 220.08%0.99%1.50%Q2 2020Q3 20203
Platinum Management (NY) LLC 330.49%0.84%1.35%Q2 2013Q4 20133
Compass Ion Advisors, LLC 330.12%0.15%0.19%Q3 2020Q1 20213
Roof Eidam Maycock Peralta, LLC 330.47%0.49%0.51%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.02%0.04%Q4 2022Q3 20233
Acrospire Investment Management LLC 110.01%0.06%0.11%Q1 2016Q2 20173
CenterStar Fund, LLC 110.00%0.03%0.09%Q4 2016Q4 20163
Genesis Wealth Advisors, LLC 330.07%0.07%0.08%Q4 2014Q2 20153
Sustainable Growth Advisers, LP 330.01%0.01%0.01%Q2 2013Q4 20133
Financial Gravity Companies, Inc. 210.14%0.16%0.19%Q4 2017Q4 20183
Landmark Financial Advisors, LLC 330.12%0.13%0.14%Q1 2023Q3 20233
1 NORTH WEALTH SERVICES LLC 210.00%0.00%0.00%Q1 2019Q4 20193
Financial Insights, Inc. 210.11%0.13%0.15%Q4 2022Q3 20233
Privium Fund Management B.V. 220.06%0.29%0.55%Q4 2021Q1 20223
WHITE SQUARE CAPITAL LLP 331.48%3.80%6.66%Q1 2020Q3 20203
Beaird Harris Wealth Management, LLC 210.02%0.05%0.07%Q4 2021Q4 20223
Versor Investments LP 110.07%0.11%0.14%Q3 2018Q1 20233
Ballew Advisors, Inc 330.02%0.02%0.03%Q1 2018Q3 20183
Rail-Splitter Capital Management, LLC 331.38%1.73%2.05%Q3 2013Q1 20143
IRIDIAN ASSET MANAGEMENT LLC/CT 330.00%0.01%0.01%Q3 2020Q1 20213
SageGuard Financial Group, LLC 330.13%0.13%0.14%Q4 2020Q2 20213
Cornerstone Planning Group LLC 210.02%0.03%0.04%Q4 2022Q3 20233
Deuterium Capital Management, LLC 210.31%0.67%0.94%Q4 2021Q3 20233
Cynosure Group, LLC 220.36%0.38%0.39%Q2 2023Q3 20232
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.08%0.09%0.09%Q3 2020Q3 20222
WNY Asset Management, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
Asio Capital, LLC 110.04%0.04%0.05%Q4 2019Q2 20202
1776 Wealth LLC 220.01%0.01%0.02%Q1 2020Q2 20202
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Emerald Advisors, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
TOBIAS FINANCIAL ADVISORS, INC. 110.06%0.08%0.10%Q4 2019Q4 20202
Mayfair Advisory Group, LLC 110.20%0.22%0.26%Q4 2022Q3 20232
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Apeiron RIA LLC 220.09%0.10%0.10%Q4 2021Q1 20222
Eagle Strategies LLC 220.81%0.83%0.86%Q4 2021Q1 20222
Sandy Cove Advisors, LLC 220.15%0.15%0.15%Q4 2021Q1 20222
Canoe Financial LP 221.89%2.49%3.08%Q1 2023Q2 20232
EdgeRock Capital LLC 110.05%0.10%0.15%Q3 2022Q3 20232
OPTIONS SOLUTIONS, LLC 220.22%0.22%0.22%Q2 2023Q3 20232
SIX COLUMNS CAPITAL, LP 111.38%1.38%1.38%Q4 2019Q4 20192
Insight Folios Inc 220.09%0.10%0.10%Q4 2021Q1 20222
Exchange Capital Management, Inc. 110.01%0.02%0.04%Q3 2018Q2 20232
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
TCF National Bank 220.03%0.03%0.03%Q4 2020Q1 20212
BRYN MAWR CAPITAL MANAGEMENT INC 110.06%0.10%0.13%Q2 2013Q1 20152
MONOGRAPH WEALTH ADVISORS, LLC 220.06%0.06%0.06%Q4 2021Q1 20222
Parsifal Capital Management, LP 223.91%4.08%4.25%Q1 2020Q2 20202
CPR Investments Inc. 220.35%0.39%0.44%Q4 2021Q1 20222
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.02%Q2 2020Q4 20212
Investment Advisory Group, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
Occidental Asset Management, LLC 110.05%0.05%0.06%Q1 2022Q2 20232
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC 220.70%0.97%1.24%Q1 2020Q2 20202
Legacy Capital Wealth Partners, LLC 110.29%0.31%0.33%Q1 2023Q3 20232
QUAKER CAPITAL MANAGEMENT CORP 221.35%1.41%1.47%Q2 2013Q3 20132
Alpha Quant Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Hamilton Wealth, LLC 220.09%0.09%0.10%Q4 2021Q1 20222
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q3 2018Q2 20202
Oak Thistle LLC 110.17%0.24%0.30%Q1 2022Q1 20232
Provenire Capital, LLC 221.96%4.01%6.06%Q1 2020Q2 20202
Jeneq Management LP 111.97%4.91%7.85%Q4 2019Q2 20202
Acrisure Capital Management, LLC 221.17%1.23%1.29%Q4 2022Q1 20232
ADAR Investment Management LP 220.70%1.17%1.64%Q2 2013Q3 20132
Li Winifred I 220.00%0.00%0.00%Q3 2014Q4 20142
Nvest Financial, LLC 220.24%0.26%0.27%Q2 2023Q3 20232
AXQ CAPITAL, LP 110.22%0.35%0.47%Q1 2023Q3 20232
SOROS CAPITAL MANAGEMENT LLC 221.88%3.92%5.96%Q2 2020Q3 20202
Stewardship Financial Advisors, LLC 220.41%0.74%1.08%Q4 2015Q1 20162
KEYSTONE INVESTORS PTE LTD 110.14%0.20%0.26%Q4 2022Q3 20232
Alpha Square Group S LLC 221.00%1.18%1.35%Q1 2022Q2 20222
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
MANA Advisors LLC 110.61%0.74%0.87%Q1 2018Q3 20192
Game Creek Capital, LP 221.19%1.34%1.50%Q1 2021Q2 20212
Midwest Professional Planners, LTD. 220.10%0.11%0.12%Q2 2023Q3 20232
CLIFFORD CAPITAL PARTNERS LLC 222.23%2.35%2.48%Q4 2017Q1 20182
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Red Cedar Capital, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
SELZ CAPITAL LLC 220.47%2.36%4.24%Q3 2019Q4 20192
Catalyst Wealth Management, LLC 221.60%1.65%1.71%Q4 2022Q1 20232
BASSO CAPITAL MANAGEMENT, L.P. 221.55%1.60%1.65%Q4 2022Q1 20232
CINCINNATI INSURANCE CO 220.28%0.29%0.29%Q2 2023Q3 20232
Triasima Portfolio Management inc. 220.02%0.03%0.04%Q2 2023Q3 20232
JACOB ASSET MANAGEMENT OF NEW YORK LLC 220.39%0.40%0.42%Q2 2013Q3 20132
INVICTUS PRIVATE WEALTH, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 220.04%0.04%0.04%Q2 2023Q3 20232
SHAKER INVESTMENTS LLC/OH 220.49%0.52%0.56%Q3 2015Q4 20152
17 CAPITAL PARTNERS, LLC 220.43%0.53%0.63%Q2 2022Q3 20222
Gemsstock Ltd. 223.38%5.91%8.44%Q3 2021Q4 20212
Islet Management, LP 110.45%0.99%1.53%Q4 2018Q3 20192
Spearhead Capital Advisors, LLC 220.12%0.47%0.82%Q2 2022Q3 20222
THOMPSON INVESTMENT MANAGEMENT, INC. 220.04%0.05%0.05%Q3 2013Q4 20132
Dunhill Financial, LLC 221.20%1.22%1.24%Q2 2023Q3 20232
BANK OF EDWARDSVILLE 221.36%1.54%1.71%Q1 2019Q2 20192
Axim Planning & Wealth 220.04%0.04%0.04%Q2 2022Q3 20222
XTX MARKETS LLC 111.23%1.44%1.64%Q1 2020Q4 20202
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 221.26%1.75%2.25%Q2 2023Q3 20232
Wealth Advisors of Tampa Bay, LLC 220.15%0.16%0.16%Q2 2018Q3 20182
Haafor (Singapore) Pte. Ltd. 110.42%0.53%0.63%Q4 2019Q2 20202
Sage Capital Advisors,llc 220.18%0.18%0.18%Q2 2018Q3 20182
GenWealth Group, Inc. 110.11%0.11%0.12%Q1 2021Q1 20222
Black Swift Group, LLC 220.00%0.14%0.27%Q1 2021Q2 20212
Adalta Capital Management LLC 220.13%0.16%0.18%Q3 2019Q4 20192
MASON CAPITAL MANAGEMENT LLC 220.09%0.12%0.14%Q2 2021Q3 20212
Hilltop Partners LLC 220.33%0.37%0.42%Q2 2023Q3 20232
SIGMA CAPITAL MANAGEMENT LLC 110.34%0.94%1.53%Q2 2013Q1 20142
Gillson Capital LP 110.51%1.70%2.89%Q2 2022Q3 20232
Point72 Europe (London) LLP 220.39%0.72%1.04%Q2 2023Q3 20232
Fortune Financial Advisors, LLC 222.24%2.26%2.28%Q2 2023Q3 20232
EQUITEC PROPRIETARY MARKETS, LLC 110.02%0.03%0.03%Q4 2014Q4 20212
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q2 2013Q4 20132
OLD DOMINION CAPITAL MANAGEMENT INC 220.11%0.12%0.13%Q1 2021Q2 20212
Icon Wealth Advisors, LLC 220.56%0.61%0.66%Q3 2022Q4 20222
TOEWS CORP /ADV 110.28%0.37%0.46%Q1 2018Q3 20232
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.96%0.97%0.97%Q2 2018Q1 20192
CORNERSTONE CAPITAL MANAGEMENT LLC 220.07%0.09%0.10%Q2 2013Q3 20132
Breakwater Capital Group 220.13%0.13%0.14%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
SENTINEL TRUST CO LBA 110.04%0.05%0.06%Q3 2018Q4 20212
BUSH ODONNELL INVESTMENT ADVISORS INC 222.72%3.26%3.80%Q2 2018Q3 20182
DOHENY ASSET MANAGEMENT /CA 220.09%0.10%0.10%Q1 2017Q2 20172
Quarry LP 110.01%0.01%0.01%Q1 2023Q3 20232
SIRIOS CAPITAL MANAGEMENT L P 220.33%0.45%0.56%Q3 2021Q4 20212
Grey Fox Wealth Advisors, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
CROSSLINK CAPITAL INC 110.52%1.12%1.71%Q3 2013Q1 20142
COBALT CAPITAL MANAGEMENT, INC. 221.77%1.97%2.17%Q1 2015Q2 20152
BREMER TRUST NATIONAL ASSOCIATION 220.06%0.06%0.07%Q3 2018Q4 20182
West Tower Group, LLC 220.04%0.06%0.09%Q2 2023Q3 20232
HARVARD MANAGEMENT CO INC 2210.84%11.12%11.39%Q2 2018Q3 20182
Fithian, LLC 221.17%1.86%2.54%Q4 2022Q1 20232
BEL AIR INVESTMENT ADVISORS LLC 222.94%2.98%3.02%Q1 2021Q2 20212
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.02%Q1 2020Q4 20202
NORTHERN TRUST CO OF CONNECTICUT 220.72%0.72%0.72%Q2 2013Q3 20132
Portman Square Capital LLP 110.04%0.07%0.10%Q3 2023Q3 20232
Milestone Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q3 20232
AMERICAN NATIONAL BANK & TRUST CO /VA/ 220.94%1.01%1.08%Q3 2015Q4 20152
Forefront Analytics, LLC 110.00%0.08%0.16%Q1 2018Q1 20202
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
iA Global Asset Management Inc. 221.00%1.74%2.47%Q2 2023Q3 20232
STEPH & CO 220.01%0.01%0.01%Q4 2021Q1 20222
PENSECO FINANCIAL SERVICES CORP 220.76%0.79%0.83%Q2 2013Q3 20132
PECONIC PARTNERS LLC 220.02%0.98%1.94%Q2 2020Q3 20202
Imprint Wealth LLC 220.21%0.22%0.22%Q1 2023Q2 20232
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Values Added Financial LLC 220.44%0.46%0.48%Q2 2023Q3 20232
CHANNEL WEALTH LLC 110.10%0.13%0.15%Q1 2023Q4 20232
ABLE Financial Group, LLC 220.10%0.12%0.14%Q2 2023Q3 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Portside Wealth Group, LLC 221.27%1.29%1.30%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.10%0.42%0.74%Q2 2023Q3 20232
ORG Partners LLC 220.17%0.24%0.31%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
GRIES FINANCIAL LLC 220.07%0.07%0.07%Q1 2021Q2 20212
Impact Partnership Wealth, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Slagle Financial, LLC 220.17%0.19%0.21%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.92%0.94%0.96%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.42%0.43%0.44%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.42%0.49%0.56%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.88%0.88%0.89%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 220.62%0.76%0.90%Q2 2023Q3 20232
UniSuper Management Pty Ltd 221.70%1.94%2.17%Q2 2023Q3 20232
PFW Advisors LLC 220.16%0.16%0.17%Q2 2023Q3 20232
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.79%0.99%1.20%Q2 2023Q3 20232
UNITED BANK, INC. 220.09%0.10%0.10%Q2 2017Q3 20172
INVESCO, LLC 221.48%1.51%1.54%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 220.29%0.30%0.31%Q2 2023Q3 20232
FOSTER DYKEMA CABOT & CO INC/MA 220.00%0.00%0.00%Q2 2023Q3 20232
StellarOne CORP 220.09%0.09%0.10%Q2 2013Q3 20132
Ostrum Asset Management U.S., LLC 226.79%7.99%9.19%Q4 2018Q1 20192
PERISCOPE CAPITAL INC. 220.01%0.02%0.02%Q4 2021Q1 20222
Peoples Bank/KS 220.67%0.67%0.68%Q3 2023Q4 20232
ARMSTRONG SHAW ASSOCIATES INC/CT 221.98%2.18%2.38%Q2 2013Q3 20132
Faithward Advisors, LLC 220.08%0.11%0.14%Q2 2023Q3 20232
Lunia Capital LP 1118.94%35.01%51.08%Q1 2021Q1 20212
Exchange Bank 220.50%0.50%0.50%Q2 2023Q3 20232
RGT Wealth Advisors, LLC 110.01%0.53%1.06%Q3 2019Q4 20212
PFS Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
One Tusk Investment Partners LP 224.97%5.52%6.07%Q2 2019Q3 20192
Emerald Acquisition Ltd. 220.37%0.38%0.40%Q2 2016Q3 20162
Skye Global Management LP 110.09%0.15%0.22%Q3 2019Q1 20212
LEE JOHNSON CAPITAL MANAGEMENT, LLC 221.17%1.43%1.68%Q4 2021Q1 20222
Reby Advisors, LLC 110.04%0.19%0.35%Q4 2020Q4 20202
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q3 20132
REGENTS OF THE UNIVERSITY OF CALIFORNIA 110.68%1.01%1.34%Q2 2013Q1 20152
Folger Hill Asset Management LP 110.06%0.08%0.11%Q4 2016Q1 20182
Cornerstone Financial Partners, LLC 110.10%0.37%0.65%Q2 2016Q4 20172
Armbruster Capital Management, Inc. 220.00%0.01%0.01%Q4 2015Q1 20162
Hunt Lane Capital LP 222.94%3.31%3.67%Q3 2021Q4 20212
Econ Financial Services Corp 220.00%0.00%0.00%Q4 2021Q1 20222
R&F Capital Advisors LP 220.52%0.87%1.21%Q4 2016Q1 20172
Gratus Capital, LLC 110.02%0.02%0.03%Q1 2023Q3 20232
Relative Value Partners Group, LLC 110.03%0.07%0.10%Q1 2022Q3 20232
TCI Fund Management 220.11%0.11%0.11%Q1 2020Q2 20202
Charles-Lim Capital Ltd 225.81%7.22%8.64%Q1 2023Q2 20232
Lebenthal Asset Management, LLC 220.00%0.02%0.04%Q2 2016Q3 20162
Belvedere Trading LLC 110.00%0.01%0.02%Q4 2014Q4 20222
Point Break Capital Management, LLC 110.52%0.56%0.60%Q4 2019Q3 20202
Thrax Management, LLC 220.65%1.00%1.35%Q3 2016Q4 20162
Northside Capital Management, LLC 220.99%1.24%1.48%Q4 2017Q1 20182
Sovarnum Capital L.P. 220.71%0.95%1.18%Q2 2019Q3 20192
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q2 20152
PLIMOTH TRUST CO LLC 110.07%0.07%0.08%Q4 2019Q2 20202
Taylor Wealth Management Partners 220.03%0.03%0.03%Q1 2015Q2 20152
St. Johns Investment Management Company, LLC 110.01%0.01%0.01%Q2 2014Q2 20172
ARMISTICE CAPITAL, LLC 220.42%0.48%0.54%Q2 2021Q3 20212
SOUTH GEORGIA CAPITAL, LLC 110.05%0.06%0.08%Q4 2013Q4 20142
Paradigm Financial Advisors, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
STEWART W P & CO LTD 225.38%5.54%5.69%Q2 2013Q3 20132
AO Asset Management, LP 220.96%1.28%1.60%Q2 2021Q3 20212
Thor Advisors, LLC 110.67%0.86%1.05%Q1 2019Q1 20202
BIP Wealth, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Addison Capital Co 220.20%0.25%0.30%Q4 2014Q1 20152
Madrona Financial Services, LLC 220.26%0.27%0.27%Q4 2014Q1 20152
STIFEL NICOLAUS & CO INC \MO\ 220.36%0.37%0.38%Q2 2013Q3 20132
Advisory Alpha, LLC 110.01%0.02%0.03%Q3 2020Q3 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20202
CTC Alternative Strategies, Ltd. 110.32%0.64%0.97%Q2 2014Q2 20232
LIGHT STREET CAPITAL MANAGEMENT, LLC 110.08%1.55%3.02%Q3 2019Q1 20202
Palestra Capital Management LLC 224.10%5.09%6.09%Q2 2013Q3 20132
VAUGHAN & Co SECURITIES, INC. 220.01%0.01%0.01%Q4 2019Q1 20202
Nine Chapters Capital Management LLC 110.56%4.24%7.93%Q2 2014Q2 20162
DC Investments Management, LLC 220.12%0.17%0.21%Q4 2017Q1 20182
Estate Counselors, LLC 220.06%0.07%0.07%Q2 2020Q3 20202
Alpha Wave Global, LP 222.44%3.63%4.82%Q2 2020Q3 20202
Bollard Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Trivest Advisors Ltd 110.07%0.21%0.34%Q4 2020Q2 20222
Seawolf Capital, LLC 221.62%1.68%1.73%Q4 2016Q1 20172
Segantii Capital Management Ltd 110.10%0.46%0.81%Q2 2021Q4 20212
Windsor Capital Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Verity & Verity, LLC 220.10%0.12%0.15%Q4 2022Q1 20232
JGP Global Gestao de Recursos Ltda. 110.18%0.20%0.22%Q4 2014Q2 20202
MKD WEALTH COACHES, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Advance Capital Management, Inc. 220.05%0.06%0.06%Q2 2023Q3 20232
Mader & Shannon Wealth Management, Inc. 113.73%4.47%5.22%Q2 2015Q4 20152
Rezny Wealth Management, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
Genus Capital Management Inc. 220.21%0.24%0.26%Q2 2023Q3 20232
Ibex Investors LLC 220.64%0.75%0.87%Q1 2021Q2 20212
CapWealth Advisors, LLC 220.04%0.04%0.04%Q3 2019Q4 20192
Lyons Wealth Management, LLC. 220.65%0.66%0.66%Q1 2014Q2 20142
BBVA USA 220.22%0.23%0.24%Q2 2021Q3 20212
Hall Kathryn A. 220.08%0.09%0.10%Q4 2014Q1 20152
ARGONAUT CAPITAL MANAGEMENT CORP 220.61%0.82%1.03%Q1 2014Q2 20142
Gateway Advisory, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Global Endowment Management, LP 110.06%0.34%0.61%Q3 2013Q3 20162
AVALON CAPITAL MANAGEMENT 110.16%0.66%1.16%Q2 2014Q3 20232
Contour Asset Management LLC 221.60%2.48%3.37%Q2 2013Q3 20132
KELLEHER FINANCIAL ADVISORS 110.67%0.69%0.72%Q3 2021Q2 20222
Asset Allocation & Management Company, LLC 220.10%0.11%0.11%Q4 2022Q1 20232
TPG Group Holdings (SBS) Advisors, Inc. 220.72%0.72%0.72%Q2 2018Q3 20182
STERNE AGEE GROUP, INC. 220.21%0.26%0.32%Q2 2013Q3 20132
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
FLOW TRADERS U.S. LLC 220.00%0.01%0.02%Q4 2016Q1 20172
COWEN INC. 110.00%0.00%0.00%Q4 2017Q4 20172
FIRST MIDWEST BANK TRUST DIVISION 110.11%0.13%0.15%Q3 2013Q1 20142
Truepoint, Inc. 110.01%0.02%0.02%Q2 2022Q3 20232
BLUESTEIN R H & CO LLC 110.01%0.01%0.01%Q2 2021Q4 20212
Gibson Capital, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
Schonfeld Group Holdings LLC 110.35%0.58%0.81%Q4 2013Q4 20152
ACUITY INVESTMENT MANAGEMENT INC 220.10%0.11%0.12%Q2 2013Q3 20132
TradeLink Global Equity LLC 220.20%0.45%0.70%Q2 2014Q3 20142
Kohlberg Kravis Roberts & Co. L.P. 220.09%0.16%0.22%Q4 2013Q1 20142
Rodgers Brothers Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
ZEVIN ASSET MANAGEMENT LLC 220.07%0.07%0.08%Q3 2020Q4 20202
Man Investments Ltd 220.05%0.10%0.14%Q3 2013Q4 20132
Rex Capital Advisors, LLC 220.41%0.42%0.43%Q3 2020Q4 20202
Fortress Investment Group LLC 220.01%0.01%0.02%Q3 2014Q4 20142
South Shore Capital Advisors 220.49%0.50%0.52%Q4 2020Q1 20212
Fermata Advisors, LLC 220.09%0.11%0.12%Q2 2021Q3 20212
Optiver Holding B.V. 220.02%0.02%0.02%Q4 2022Q1 20232
Concentric Capital Strategies, LP 110.23%0.66%1.09%Q1 2023Q3 20232
Koss-Olinger Consulting, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
Numeric Investors LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Thrive Capital Management, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
BlueCrest Capital Management LLP 220.02%0.10%0.19%Q1 2014Q2 20142
The Children's Investment Fund 220.21%0.21%0.21%Q2 2014Q3 20142
BRX Global LP 226.58%6.64%6.70%Q4 2020Q1 20212
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Strategic Financial Concepts, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
Beech Hill Advisors, Inc. 220.11%0.12%0.13%Q3 2013Q4 20132
KAVAR CAPITAL PARTNERS GROUP, LLC 220.08%0.08%0.09%Q4 2020Q1 20212
Heritage Investment Group, Inc. 220.06%0.07%0.08%Q2 2023Q3 20232
Exos TFP Holdings LLC 220.13%0.19%0.26%Q4 2022Q1 20232
Berkshire Bank 220.05%0.05%0.05%Q4 2021Q1 20222
Planned Solutions, Inc. 220.12%0.13%0.14%Q3 2020Q4 20202
McElhenny Sheffield Capital Management, LLC 110.00%0.14%0.28%Q4 2022Q3 20232
Cordant, Inc. 110.00%0.01%0.02%Q3 2021Q1 20222
FWL INVESTMENT MANAGEMENT, LLC 110.05%0.06%0.07%Q4 2022Q3 20232
SORA INVESTORS LLC 223.11%4.41%5.71%Q1 2023Q2 20232
INCEPTIONR LLC 220.25%0.44%0.63%Q4 2022Q1 20232
Intelligence Driven Advisers, LLC 220.09%0.12%0.14%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q3 20222
Fundsmith Long/Short Master Fund 221.96%1.97%1.98%Q4 2020Q1 20212
Stevard, LLC 220.42%0.43%0.44%Q2 2020Q3 20202
Davis Capital Management 220.10%0.10%0.10%Q1 2020Q2 20202
Sentinus, LLC 220.09%0.11%0.14%Q1 2023Q2 20232
INTEGRAL INVESTMENT ADVISORS, INC. 220.14%0.14%0.14%Q2 2023Q3 20232
Trinity Financial Advisors LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Capstone Financial Group, Inc. 220.06%0.07%0.07%Q4 2019Q1 20202
Nixon Capital, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Optimal Asset Management, Inc. 110.08%0.08%0.08%Q4 2019Q4 20191
PERRITT CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
RIVERSIDE ADVISORS LLC 115.95%5.95%5.95%Q2 2013Q2 20131
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 110.00%0.00%0.00%Q3 2015Q3 20151
Prostatis Group LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Dantai Capital Ltd 112.55%2.55%2.55%Q3 2023Q3 20231
Northwest Bank & Trust Co 111.86%1.86%1.86%Q2 2023Q2 20231
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Garrett Wealth Advisory Group, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
TradeLink Capital LLC 110.47%0.47%0.47%Q4 2015Q4 20151
Tibra Equities Europe Ltd 110.35%0.35%0.35%Q2 2018Q2 20181
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Private Vista, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
FIDUCIENT ADVISORS LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Farmer Steven Patrick 110.91%0.91%0.91%Q2 2022Q2 20221
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
Privium Fund Management (UK) Ltd 112.17%2.17%2.17%Q4 2020Q4 20201
Colony Family Offices, LLC 110.16%0.16%0.16%Q1 2021Q1 20211
Private Advisory Group LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Covenant Partners, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
GEMS MANAGEMENT LTD 111.81%1.81%1.81%Q3 2013Q3 20131
Amplify Investments, LLC 110.80%0.80%0.80%Q1 2018Q1 20181
Lebenthal Global Advisors, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
RETIREMENT INCOME SOLUTIONS, INC 110.06%0.06%0.06%Q2 2023Q2 20231
CFO4Life, L.P. 111.01%1.01%1.01%Q4 2022Q4 20221
Force Hill Capital Management LP 115.72%5.72%5.72%Q4 2020Q4 20201
Financial Consulate Inc. 110.31%0.31%0.31%Q2 2021Q2 20211
RQSI Ltd 110.10%0.10%0.10%Q2 2015Q2 20151
Crestone Asset Management LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Monashee Investment Management LLC 112.69%2.69%2.69%Q1 2015Q1 20151
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Valentine Capital Asset Management, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
VALLEY NATIONAL BANCORP 110.01%0.01%0.01%Q4 2014Q4 20141
Crawford Lake Capital Management, LLC 112.18%2.18%2.18%Q1 2021Q1 20211
Provident Wealth Management, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
CIDEL ASSET MANAGEMENT INC 110.11%0.11%0.11%Q3 2019Q3 20191
ERN LLC 110.70%0.70%0.70%Q2 2022Q2 20221
HIGHLAND ASSOCIATES INC 113.28%3.28%3.28%Q2 2019Q2 20191
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Santori & Peters, Inc. 110.03%0.03%0.03%Q4 2017Q4 20171
BLS GLOBAL EQUITIES LLC 1119.67%19.67%19.67%Q4 2016Q4 20161
TIEDEMANN TRUST CO 110.10%0.10%0.10%Q2 2013Q2 20131
ROCKSHELTER CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q1 2014Q1 20141
Greystone Financial Group, LLC 111.89%1.89%1.89%Q4 2020Q4 20201
Eton Park Capital Management, L.P. 110.94%0.94%0.94%Q4 2016Q4 20161
US GLOBAL INVESTORS FUNDS 110.63%0.63%0.63%Q4 2013Q4 20131
Center For Asset Management LLC 110.23%0.23%0.23%Q4 2020Q4 20201
Anfield Capital Management, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 110.01%0.01%0.01%Q2 2017Q2 20171
CastleArk Alternatives, LLC 112.58%2.58%2.58%Q3 2021Q3 20211
AIRE ADVISORS, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
ARMOR ADVISORS, L.L.C. 112.74%2.74%2.74%Q1 2020Q1 20201
Lighthouse Investment Partners, LLC 110.20%0.20%0.20%Q1 2023Q1 20231
Vahanian & Associates Financial Planning Inc. 110.26%0.26%0.26%Q4 2021Q4 20211
Atika Capital Management LLC 111.75%1.75%1.75%Q4 2022Q4 20221
CG Asset Management LLC 110.08%0.08%0.08%Q4 2016Q4 20161
FJ Capital Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
ARS Investment Partners, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Torch Wealth Management LLC 110.20%0.20%0.20%Q4 2014Q4 20141
Silicon Valley Community Foundation 110.15%0.15%0.15%Q4 2021Q4 20211
Boussard & Gavaudan Asset Management LP 110.16%0.16%0.16%Q1 2014Q1 20141
Hartree Partners, LP 110.24%0.24%0.24%Q1 2017Q1 20171
Secure Asset Management, LLC 110.41%0.41%0.41%Q3 2020Q3 20201
Empirical Asset Management, LLC 110.60%0.60%0.60%Q1 2023Q1 20231
Investmark Advisory Group LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Alta Wealth Advisors LLC 111.01%1.01%1.01%Q4 2020Q4 20201
Swaine & Leidel Wealth Services, LLC 111.79%1.79%1.79%Q3 2021Q3 20211
N.E.W. Advisory Services LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
EA Series Trust 110.24%0.24%0.24%Q2 2023Q2 20231
Delpha Capital Management, LLC 110.35%0.35%0.35%Q4 2017Q4 20171
Empyrean Capital Partners, LP 112.62%2.62%2.62%Q1 2014Q1 20141
Indiana Trust & Investment Management CO 110.12%0.12%0.12%Q3 2023Q3 20231
Detwiler Fenton Investment Management LLC 110.41%0.41%0.41%Q3 2011Q3 20111
Chessman Wealth Strategies RIA 110.00%0.00%0.00%Q3 2018Q3 20181
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 110.72%0.72%0.72%Q2 2020Q2 20201
Sterling Ridge Capital Management LP 111.48%1.48%1.48%Q2 2015Q2 20151
Capstone Triton Financial Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SPX Gestao de Recursos Ltda 110.61%0.61%0.61%Q3 2020Q3 20201
Scoria Capital Partners LP 110.78%0.78%0.78%Q4 2014Q4 20141
LPWM LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Grosvenor Holdings, L.L.C. 114.44%4.44%4.44%Q1 2021Q1 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
W.G. Shaheen & Associates DBA Whitney & Co 110.01%0.01%0.01%Q3 2018Q3 20181
FIRST FINANCIAL EQUITY CORPORATION 110.04%0.04%0.04%Q1 2017Q1 20171
Sycale Advisors (NY) LLC 110.70%0.70%0.70%Q1 2020Q1 20201
Steadfast Capital Management (UK) Ltd. 112.95%2.95%2.95%Q3 2021Q3 20211
Five Oceans Asset Management LTD 110.41%0.41%0.41%Q2 2011Q2 20111
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Tsai Capital Corp 112.78%2.78%2.78%Q3 2023Q3 20231
Safeguard Financial, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Marathon Trading Investment Management LLC 110.02%0.02%0.02%Q2 2013Q2 20131
MinichMacGregor Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
FRANKLIN STREET ADVISORS INC /NC 110.06%0.06%0.06%Q2 2013Q2 20131
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 115.72%5.72%5.72%Q1 2020Q1 20201
Vident Advisory, LLC 110.61%0.61%0.61%Q3 2023Q3 20231
Goldstream Capital Management Ltd 110.22%0.22%0.22%Q3 2023Q3 20231
Advocacy Wealth Management Services, LLC 110.20%0.20%0.20%Q3 2013Q3 20131
Aquire Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.37%0.37%0.37%Q3 2023Q3 20231
Jolley Asset Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Adelphi Capital LLP 1121.29%21.29%21.29%Q4 2022Q4 20221
Eclectica Asset Management LLP 112.80%2.80%2.80%Q4 2013Q4 20131
Boulder Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CFS, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
KFG WEALTH MANAGEMENT, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Integrity Financial Corp /WA 110.27%0.27%0.27%Q4 2021Q4 20211
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.07%0.07%0.07%Q4 2021Q4 20211
Jane Street Holding, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Choice Wealth Advisors, LLC 110.27%0.27%0.27%Q2 2022Q2 20221
Filbrandt Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Thomasville National Bank 110.00%0.00%0.00%Q1 2015Q1 20151
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ForthRight Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Passport Capital, LLC 111.12%1.12%1.12%Q2 2013Q2 20131
BRC Investment Management LLC 110.04%0.04%0.04%Q4 2013Q4 20131
Spark Investment Management LLC 110.11%0.11%0.11%Q1 2014Q1 20141
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Quadrature Capital LLP 110.39%0.39%0.39%Q1 2015Q1 20151
Stone Toro Investment Advisers, LP 110.70%0.70%0.70%Q2 2014Q2 20141
Comprehensive Financial Consultants Institutional, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Delta Lloyd Asset Management N.V. 110.80%0.80%0.80%Q2 2017Q2 20171
Glovista Investments LLC 110.34%0.34%0.34%Q3 2021Q3 20211
Shore Point Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Samalin Investment Counsel, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
BBT Capital Management, LLC 110.19%0.19%0.19%Q2 2013Q2 20131
Navigation Wealth Management, Inc. 110.05%0.05%0.05%Q3 2021Q3 20211
Doman Group, LLC 112.84%2.84%2.84%Q4 2021Q4 20211
Centennial Wealth Advisory LLC 110.50%0.50%0.50%Q4 2020Q4 20201
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
CLEARBRIDGE, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
PVG ASSET MANAGEMENT CORP 110.68%0.68%0.68%Q1 2020Q1 20201
NEXT Financial Holdings 110.23%0.23%0.23%Q1 2019Q1 20191
Hilton Capital Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.45%0.45%0.45%Q2 2018Q2 20181
Heritage Financial Services, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Bullseye Investment Management, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Astrantus Ltd 110.43%0.43%0.43%Q4 2021Q4 20211
Philadelphia Financial Management of San Francisco, LLC 111.77%1.77%1.77%Q2 2022Q2 20221
RVW Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Financial & Tax Architects, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.13%0.13%0.13%Q4 2020Q4 20201
Maxi Investments CY Ltd 110.57%0.57%0.57%Q4 2021Q4 20211
Ceros Financial Services Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
TI-TRUST, INC 110.19%0.19%0.19%Q4 2021Q4 20211
EWA, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Corvex Management LP 110.05%0.05%0.05%Q4 2021Q4 20211
CAMPBELL CAPITAL MANAGEMENT INC 111.41%1.41%1.41%Q4 2021Q4 20211
MKP Capital Management, L.L.C. 110.95%0.95%0.95%Q3 2021Q3 20211
SUREVIEW CAPITAL LLC 111.74%1.74%1.74%Q1 2014Q1 20141
Wealth Advisory Solutions, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Exos Asset Management LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Private Capital Advisors, Inc. 110.08%0.08%0.08%Q4 2016Q4 20161
Rotella Capital Management, Inc. 110.38%0.38%0.38%Q3 2013Q3 20131
FDO Partners, LLC 110.57%0.57%0.57%Q4 2017Q4 20171
Gallagher Benefit Services, Inc. 110.14%0.14%0.14%Q4 2022Q4 20221
Oxinas Partners Wealth Management LLC 110.15%0.15%0.15%Q4 2021Q4 20211
First Pacific Financial 110.04%0.04%0.04%Q3 2023Q3 20231
North Forty Management, LLC 110.19%0.19%0.19%Q4 2016Q4 20161
MQS Management LLC 110.24%0.24%0.24%Q3 2022Q3 20221
KKR Credit Advisors (US) LLC 110.78%0.78%0.78%Q2 2013Q2 20131
Consolidated Planning Corp 110.07%0.07%0.07%Q3 2021Q3 20211
Sage Financial Management Group, Inc. 110.07%0.07%0.07%Q1 2021Q1 20211
Berry Street Capital Management LLP 110.66%0.66%0.66%Q3 2021Q3 20211
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
Orbitronix, LP 110.52%0.52%0.52%Q3 2013Q3 20131
BEDEL FINANCIAL CONSULTING INC 110.08%0.08%0.08%Q3 2023Q3 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
UNDERHILL INVESTMENT MANAGEMENT LLC 110.10%0.10%0.10%Q3 2018Q3 20181
MKT Advisors LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Amiya Capital LLP 112.92%2.92%2.92%Q1 2014Q1 20141
NCM CAPITAL MANAGEMENT GROUP INC 110.82%0.82%0.82%Q4 2013Q4 20131
qPULA Trading Management LP 111.73%1.73%1.73%Q1 2021Q1 20211
SFMG, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
LEVEL FOUR FINANCIAL, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Lee Capital Asset Management LLC 112.05%2.05%2.05%Q3 2019Q3 20191
MARK ASSET MANAGEMENT LP 111.68%1.68%1.68%Q3 2013Q3 20131
FIRST INTERSTATE BANCSYSTEM INC 110.10%0.10%0.10%Q1 2021Q1 20211
Ulysses Management LLC 110.24%0.24%0.24%Q4 2014Q4 20141
Wick Capital Partners, LLC 110.27%0.27%0.27%Q4 2021Q4 20211
Connacht Asset Management LP 110.71%0.71%0.71%Q4 2021Q4 20211
MWA Asset Management 110.73%0.73%0.73%Q3 2023Q3 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Kinetic Partners Management, LP 117.35%7.35%7.35%Q4 2022Q4 20221
NEW VERNON INVESTMENT MANAGEMENT LLC 110.33%0.33%0.33%Q2 2014Q2 20141
Long Pond Capital 111.12%1.12%1.12%Q2 2021Q2 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.19%0.19%0.19%Q3 2022Q3 20221
EAGLE ROCK INVESTMENT COMPANY, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
MBB PUBLIC MARKETS I LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Manhattan West Asset Management, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
MISSOURI VALLEY PARTNERS, INC. 110.99%0.99%0.99%Q3 2013Q3 20131
Yost Capital Management, LP 1110.38%10.38%10.38%Q4 2021Q4 20211
Daiwa Capital Markets America Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
Widmann Financial Services, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
BluePath Capital Management, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
EMERGING SOVEREIGN GROUP LLC 111.31%1.31%1.31%Q2 2013Q2 20131
ArchPoint Investors 110.17%0.17%0.17%Q3 2021Q3 20211
NORTHSTAR ASSET MANAGEMENT INC 110.07%0.07%0.07%Q1 2021Q1 20211
State of New Jersey Common Pension Fund A 110.25%0.25%0.25%Q1 2014Q1 20141
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.12%0.12%0.12%Q2 2020Q2 20201
Wilkinson Global Asset Management LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CORRADO ADVISORS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
RiverFront Investment Group, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Ocean Endowment Partners, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Capital Advisors Wealth Management, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
K2 PRINCIPAL FUND, L.P. 110.16%0.16%0.16%Q1 2020Q1 20201
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 110.25%0.25%0.25%Q3 2014Q3 20141
Amalgamated Financial Corp. 110.70%0.70%0.70%Q1 2022Q1 20221
Kula Investments, LLC 110.50%0.50%0.50%Q1 2023Q1 20231
Qsemble Capital Management, LP 111.14%1.14%1.14%Q1 2023Q1 20231
SPRING CREEK CAPITAL LLC 110.12%0.12%0.12%Q2 2018Q2 20181
Legacy Capital Partners, Inc. 110.16%0.16%0.16%Q4 2015Q4 20151
GALAXY CAPITAL TRADING LTD 110.21%0.21%0.21%Q4 2013Q4 20131
Clarfeld Financial Advisors, LLC 110.19%0.19%0.19%Q4 2018Q4 20181
CTC LLC 110.00%0.00%0.00%Q4 2021Q4 20211
RUSHMORE INVESTMENT ADVISORS, INC. 110.83%0.83%0.83%Q2 2013Q2 20131
Sound View Wealth Advisors, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
CHARLES STEWART MOTT FOUNDATION 110.42%0.42%0.42%Q3 2015Q3 20151
BRANDYWINE TRUST CO 110.06%0.06%0.06%Q2 2023Q2 20231
JUMP TRADING, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Flossbach von Storch AG Zurich 114.03%4.03%4.03%Q1 2020Q1 20201
NORTHSTAR ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Team Hewins, LLC 110.67%0.67%0.67%Q3 2023Q3 20231
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Koesten, Hirschmann & Crabtree, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
MORGAN JESS S & CO INC 112.63%2.63%2.63%Q4 2019Q4 20191
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
EFG CAPITAL INTERNATIONAL CORP. 112.81%2.81%2.81%Q2 2023Q2 20231
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Hayek Kallen Investment Management 110.20%0.20%0.20%Q3 2023Q3 20231
Jabre Capital Partners S.A. 110.81%0.81%0.81%Q1 2015Q1 20151
SECURITY NATIONAL BANK OF SO DAK 110.36%0.36%0.36%Q2 2021Q2 20211
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MOODY ALDRICH PARTNERS LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
DAVIDSON INVESTMENT ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
Cartenna Capital, LP 113.15%3.15%3.15%Q2 2021Q2 20211
Mosaic Advisors LLC 110.28%0.28%0.28%Q4 2021Q4 20211
MASTERS CAPITAL MANAGEMENT LLC 111.50%1.50%1.50%Q2 2017Q2 20171
OLD POINT TRUST & FINANCIAL SERVICES N A 110.01%0.01%0.01%Q2 2023Q2 20231
FIDELITY D & D BANCORP INC 110.27%0.27%0.27%Q3 2023Q3 20231
Kingdom Financial Group LLC. 110.20%0.20%0.20%Q3 2023Q3 20231
MARINER INVESTMENT GROUP LLC 110.64%0.64%0.64%Q4 2013Q4 20131
Eschler Asset Management LLP 111.05%1.05%1.05%Q2 2023Q2 20231
Irish Life Investment Managers Ltd. 110.33%0.33%0.33%Q2 2013Q2 20131
HALCYON OFFSHORE ASSET MANAGEMENT LLC 110.18%0.18%0.18%Q1 2014Q1 20141
ANALYTIC INVESTORS, LLC 110.16%0.16%0.16%Q3 2015Q3 20151
SIMMONS FIRST TRUST CO NA 110.04%0.04%0.04%Q4 2015Q4 20151
EGERTON CAPITAL LTD 112.02%2.02%2.02%Q2 2013Q2 20131
GFS Advisors, LLC 110.07%0.07%0.07%Q1 2016Q1 20161
JAT CAPITAL MANAGEMENT, L.P. 111.75%1.75%1.75%Q2 2013Q2 20131
Algebris Investments (UK) LLP 110.11%0.11%0.11%Q1 2017Q1 20171
Penn Capital Management Company, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
True Wealth Design, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
PAYDEN & RYGEL INVESTMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
KRAEMATON INVESTMENT ADVISORS, INC 110.02%0.02%0.02%Q4 2022Q4 20221
TCP Asset Management, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
JANA PARTNERS LLC 110.69%0.69%0.69%Q4 2018Q4 20181
Opus Trading Fund LLC 110.88%0.88%0.88%Q2 2013Q2 20131
ALLSTATE INVESTMENT MANAGEMENT CO 110.38%0.38%0.38%Q4 2022Q4 20221
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JACKSON THORNTON ASSET MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
BT Wealth Management LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Gallacher Capital Management LLC 110.16%0.16%0.16%Q3 2023Q3 20231
RBO & CO LLC 110.11%0.11%0.11%Q4 2016Q4 20161
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 114.88%4.88%4.88%Q2 2020Q2 20201
Cubic Asset Management, LLC 111.52%1.52%1.52%Q3 2023Q3 20231
Pembroke Management, LTD 112.12%2.12%2.12%Q4 2019Q4 20191
Verum Partners LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Rainier Group Investment Advisory LLC 110.11%0.11%0.11%Q3 2020Q3 20201
Mount Capital Ltd 110.81%0.81%0.81%Q4 2021Q4 20211
Inscription Capital, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
Lehman & Derafelo Financial Resources LLC 110.26%0.26%0.26%Q4 2022Q4 20221
WESTERN FINANCIAL Corp 110.24%0.24%0.24%Q4 2020Q4 20201
KNIGHT CAPITAL GROUP LLC 110.15%0.15%0.15%Q2 2013Q2 20131
SUMMIT CAPITAL MANAGEMENT LLC 110.75%0.75%0.75%Q2 2014Q2 20141
Moon Capital Management, LLC 110.22%0.22%0.22%Q3 2018Q3 20181
Pinnacle Wealth Advisors 110.12%0.12%0.12%Q2 2021Q2 20211
Miller Investment Management, LP 110.16%0.16%0.16%Q1 2015Q1 20151
683 Capital Management, LLC 112.81%2.81%2.81%Q2 2016Q2 20161
OCCUDO QUANTITATIVE STRATEGIES LP 110.10%0.10%0.10%Q3 2023Q3 20231
MARATHON CAPITAL MANAGEMENT 110.05%0.05%0.05%Q3 2021Q3 20211
DISCIPLINED GROWTH INVESTORS INC /MN 110.01%0.01%0.01%Q2 2014Q2 20141
OmniStar Financial Group, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
SBB Research Group LLC 110.30%0.30%0.30%Q3 2022Q3 20221
RELIANCE TRUST CO 110.26%0.26%0.26%Q2 2013Q2 20131
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Deer Park Road Corp 110.43%0.43%0.43%Q3 2020Q3 20201
PCA Investment Advisory Services Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
HORAN CAPITAL MANAGEMENT 112.66%2.66%2.66%Q4 2020Q4 20201
INVESTMENT PARTNERS, LTD. 110.18%0.18%0.18%Q3 2022Q3 20221
ALPINE ASSOCIATES MANAGEMENT INC. 110.25%0.25%0.25%Q4 2014Q4 20141
ALESCO ADVISORS LLC 110.07%0.07%0.07%Q4 2019Q4 20191
National Wealth Management Group, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Kinloch Capital, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Abacus Wealth Partners, LLC 110.23%0.23%0.23%Q4 2020Q4 20201
Dakota Community Bank & Trust NA 110.03%0.03%0.03%Q2 2023Q2 20231
Cheyne Capital Management (UK) LLP 110.51%0.51%0.51%Q3 2015Q3 20151
VIRGINIA RETIREMENT SYSTEM 110.16%0.16%0.16%Q1 2016Q1 20161
Parplus Partners 110.11%0.11%0.11%Q4 2019Q4 20191
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
Tradeworx Inc. 110.13%0.13%0.13%Q2 2013Q2 20131
ELEVATUS WELATH MANAGEMENT 110.23%0.23%0.23%Q3 2023Q3 20231
BERRY GROUP, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Telemus Investment Management, LLC 110.13%0.13%0.13%Q2 2013Q2 20131
Next Level Private LLC 110.56%0.56%0.56%Q2 2022Q2 20221
TWIN FOCUS CAPITAL PARTNERS, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Enterprise Trust & Investment Co 110.01%0.01%0.01%Q2 2022Q2 20221
Atreides Management, LP 113.78%3.78%3.78%Q4 2021Q4 20211
Kure Advisory, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
ARDSLEY ADVISORY PARTNERS LP 110.18%0.18%0.18%Q4 2020Q4 20201
Goodman Financial Corp 110.06%0.06%0.06%Q1 2023Q1 20231
PNC Managed Account Solutions, Inc. 110.62%0.62%0.62%Q2 2021Q2 20211
MIK Capital, LP 110.38%0.38%0.38%Q1 2020Q1 20201
Alta Fox Capital Management 111.82%1.82%1.82%Q3 2023Q3 20231
Long Path Partners LP 110.14%0.14%0.14%Q2 2023Q2 20231
Impala Asset Management LLC 110.47%0.47%0.47%Q1 2020Q1 20201
Nebula Research & Development LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Wright Private Asset Management 112.97%2.97%2.97%Q2 2013Q2 20131
Metatron Capital SICAV plc 110.68%0.68%0.68%Q4 2021Q4 20211
NORDEN GROUP LLC 111.04%1.04%1.04%Q3 2023Q3 20231
HARTLINE INVESTMENT CORP/ 110.50%0.50%0.50%Q3 2022Q3 20221
Strategic Advocates LLC 110.74%0.74%0.74%Q3 2023Q3 20231
Menard Financial Group LLC 110.69%0.69%0.69%Q3 2023Q3 20231
Shepherd Financial Partners LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.38%0.38%0.38%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Capitolis Advisors LLC 112.83%2.83%2.83%Q3 2022Q3 20221
Running Oak Capital LLC 110.14%0.14%0.14%Q1 2020Q1 20201
GSG Advisors LLC 110.11%0.11%0.11%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.71%0.71%0.71%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.34%0.34%0.34%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.12%0.12%0.12%Q3 2023Q3 20231
Arlington Trust Co LLC 110.38%0.38%0.38%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Triatomic Management LP 111.10%1.10%1.10%Q4 2021Q4 20211
Annis Gardner Whiting Capital Advisors, LLC 110.27%0.27%0.27%Q3 2023Q3 20231
ROGCO, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Soditic Asset Management LLP 1110.84%10.84%10.84%Q4 2020Q4 20201
SYON CAPITAL LLC 110.33%0.33%0.33%Q3 2023Q3 20231
Anomaly Capital Management, LP 110.68%0.68%0.68%Q4 2020Q4 20201
Walkner Condon Financial Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Kampmann Melissa S. 114.25%4.25%4.25%Q3 2023Q3 20231
United Community Bank 110.64%0.64%0.64%Q3 2023Q3 20231
black-and-white Capital LP 111.01%1.01%1.01%Q1 2020Q1 20201
Prosperitas Financial LLC 111.25%1.25%1.25%Q3 2023Q3 20231
NEOS Investment Management LLC 110.42%0.42%0.42%Q3 2023Q3 20231
DEFINED WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Savoie Capital LLC 110.62%0.62%0.62%Q3 2023Q3 20231
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.25%0.25%0.25%Q1 2021Q1 20211
Buffington Mohr McNeal 110.02%0.02%0.02%Q1 2019Q1 20191
Ascension Capital Advisors, Inc. 110.23%0.23%0.23%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.02%0.02%0.02%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Dynasty Wealth Management, LLC 110.61%0.61%0.61%Q3 2018Q3 20181
TTP Investments, Inc. 114.88%4.88%4.88%Q3 2018Q3 20181
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.20%0.20%0.20%Q3 2013Q3 20131
Coppell Advisory Solutions Corp. 110.04%0.04%0.04%Q4 2022Q4 20221
Harbour Capital Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
WJ Interests, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Vertex Planning Partners, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Hoffman, Alan N Investment Management 111.37%1.37%1.37%Q4 2020Q4 20201
O'Neil Global Advisors, Inc. 110.11%0.11%0.11%Q2 2023Q2 20231
NewDay Solutions, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
INSIGHT 2811, INC. 110.06%0.06%0.06%Q2 2013Q2 20131
Keane Capital Partners, LLC 112.61%2.61%2.61%Q2 2016Q2 20161
Blue Door Asset Management, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Glen Point Capital LLP 115.54%5.54%5.54%Q2 2020Q2 20201
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.08%0.08%0.08%Q4 2020Q4 20201
FREEDOM WEALTH ALLIANCE, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Watson Rebecca 110.03%0.03%0.03%Q2 2020Q2 20201
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 110.06%0.06%0.06%Q4 2017Q4 20171
Appian Way Asset Management LP 110.51%0.51%0.51%Q4 2020Q4 20201
Requisite Energy Fund I LP 110.22%0.22%0.22%Q4 2018Q4 20181
Garda Capital Partners LP 110.00%0.00%0.00%Q1 2023Q1 20231
Steel Canyon Capital, LLC 111.68%1.68%1.68%Q1 2020Q1 20201
InTrack Investment Management Inc 110.44%0.44%0.44%Q4 2022Q4 20221
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Perfromance Wealth Partners, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
3D/L Capital Management, LLC 112.35%2.35%2.35%Q4 2020Q4 20201
Curtis Advisory Group, LLC 110.20%0.20%0.20%Q1 2020Q1 20201
Advanced Portfolio Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Key Square Capital Management LLC 111.98%1.98%1.98%Q1 2021Q1 20211
Moss Adams Wealth Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
HERSHEY TRUST CO 110.02%0.02%0.02%Q2 2013Q2 20131
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Sender Co & Partners, Inc. 110.52%0.52%0.52%Q1 2023Q1 20231
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Aris Wealth Services, Inc. 110.03%0.03%0.03%Q4 2013Q4 20131
Huber Financial Advisors, LLC 110.24%0.24%0.24%Q4 2017Q4 20171
Pensionmark Financial Group, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
External links

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