MORGAN STANLEY shareholder history

Current and past MORGAN STANLEY shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.01%0.06%0.26%Q1 2012Q3 2023138
CITIGROUP INC 42420.01%0.07%0.26%Q2 2013Q3 2023126
D. E. Shaw & Co., Inc. 42420.00%0.07%0.28%Q2 2013Q3 2023125
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.07%0.22%Q2 2013Q3 2023125
BANK OF AMERICA CORP /DE/ 42420.00%0.05%0.23%Q2 2013Q3 2023124
BARCLAYS PLC 42420.00%0.08%0.34%Q2 2013Q3 2023119
ROYAL BANK OF CANADA 42420.00%0.06%0.37%Q2 2013Q3 2023117
Parallax Volatility Advisers, L.P. 42420.00%0.19%1.34%Q2 2013Q3 2023116
HSBC HOLDINGS PLC 47470.00%0.10%0.44%Q1 2012Q3 2023115
Walleye Trading LLC 42420.00%0.06%0.23%Q2 2013Q3 2023110
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.10%0.39%Q2 2013Q3 2023108
UBS Group AG 36360.01%0.08%0.23%Q4 2014Q3 2023108
Laurion Capital Management LP 42420.00%0.26%1.32%Q2 2013Q3 2023108
CAPITAL FUND MANAGEMENT S.A. 42420.00%0.13%0.49%Q2 2013Q3 2023106
CREDIT SUISSE AG/ 43430.00%0.09%0.48%Q1 2013Q3 2023105
Citadel Advisors 29120.00%0.06%0.41%Q2 2013Q3 202399
NOMURA HOLDINGS INC 44440.00%0.05%0.28%Q4 2012Q3 202398
JANE STREET GROUP, LLC 38380.00%0.02%0.08%Q2 2014Q3 202396
WOLVERINE ASSET MANAGEMENT LLC 13110.00%0.05%0.32%Q2 2013Q3 202395
Jefferies Group LLC 37370.00%0.03%0.17%Q2 2013Q2 202295
Cutler Group LLC / CA 32320.00%0.04%0.33%Q4 2015Q3 202393
Twin Tree Management, LP 2620.00%0.09%0.48%Q4 2012Q3 202392
DEUTSCHE BANK AG\ 41410.00%0.06%0.24%Q3 2013Q3 202391
WOLVERINE TRADING, LLC 30300.00%0.06%0.18%Q2 2016Q3 202389
MILLENNIUM MANAGEMENT LLC 3510.00%0.08%0.34%Q2 2013Q3 202387
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.07%0.25%Q2 2013Q3 202379
HAP Trading, LLC 2210.00%0.03%0.34%Q4 2013Q3 202378
Paloma Partners Management Co 2610.00%0.08%0.38%Q4 2013Q3 202378
TWO SIGMA INVESTMENTS, LP 2910.00%0.04%0.27%Q4 2013Q3 202275
SALZHAUER MICHAEL 40400.07%0.42%0.86%Q4 2013Q3 202368
BANK OF NOVA SCOTIA 43430.00%0.05%0.21%Q1 2013Q3 202367
BANK OF MONTREAL /CAN/ 3920.00%0.14%0.52%Q2 2013Q3 202367
GLENMEDE TRUST CO NA 4540.00%0.06%0.29%Q4 2006Q3 202366
M&T BANK CORP 42420.00%0.07%0.27%Q2 2013Q3 202366
TWO SIGMA SECURITIES, LLC 2410.00%0.08%0.38%Q2 2016Q3 202366
WELLS FARGO & COMPANY/MN 42420.00%0.05%0.14%Q2 2013Q3 202365
Bank of New York Mellon Corp 4640.00%0.17%1.25%Q1 2011Q3 202365
PRELUDE CAPITAL MANAGEMENT, LLC 2710.00%0.07%0.23%Q1 2013Q3 202364
CIBC WORLD MARKET INC. 42420.00%0.08%0.30%Q2 2013Q3 202362
HUNTINGTON NATIONAL BANK 59590.02%0.04%0.13%Q1 2009Q3 202359
PEAK6 Group LLC 21210.00%0.10%0.27%Q2 2013Q2 201858
PEAK6 Investments LLC 21210.00%0.06%0.29%Q3 2018Q3 202357
Jump Trading, LLC 1390.00%0.09%0.43%Q2 2013Q4 201855
HighTower Advisors, LLC 42420.00%0.06%0.17%Q2 2013Q3 202354
Squarepoint Ops LLC 1410.00%0.13%1.08%Q3 2015Q3 202353
Creative Planning 42420.00%0.01%0.03%Q2 2013Q3 202352
AMALGAMATED BANK 52520.12%0.22%0.44%Q4 2010Q3 202352
BALYASNY ASSET MANAGEMENT L.P. 1810.00%0.12%0.77%Q2 2013Q3 202352
BlackRock Inc. 42420.00%0.17%0.31%Q2 2013Q3 202352
SECURIAN ASSET MANAGEMENT, INC 49490.02%0.15%0.26%Q3 2011Q3 202351
RBF Capital, LLC 42420.00%3.84%5.40%Q2 2013Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.07%0.16%0.36%Q3 2011Q3 202349
ARROWGRASS CAPITAL PARTNERS (US) LP 1310.02%0.26%1.14%Q4 2014Q4 201949
TORONTO DOMINION BANK 43430.00%0.09%0.35%Q1 2013Q3 202349
Daiwa Securities Group Inc. 42420.00%0.03%0.19%Q2 2013Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.03%0.16%0.35%Q4 2011Q3 202348
MCF Advisors LLC 4070.02%0.06%0.18%Q4 2011Q3 202347
Cubist Systematic Strategies, LLC 2890.01%0.15%0.66%Q2 2014Q3 202346
Allianz Asset Management GmbH 42420.00%0.13%0.34%Q2 2013Q3 202346
Spot Trading L.L.C 16160.00%0.05%0.23%Q2 2013Q1 201746
SCOTIA CAPITAL INC. 42420.01%0.05%0.14%Q2 2013Q3 202345
Joel Isaacson & Co., LLC 44440.25%0.41%0.82%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.05%0.16%0.30%Q4 2012Q3 202344
CLEAR STREET MARKETS LLC 1310.00%0.13%0.59%Q2 2014Q2 202344
Nuveen Asset Management, LLC 42420.00%0.22%0.56%Q2 2013Q3 202344
Calamos Advisors LLC 42420.03%0.22%0.44%Q2 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.06%0.27%0.64%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.12%0.21%0.27%Q1 2013Q3 202343
CACTI ASSET MANAGEMENT LLC 43430.07%0.12%0.18%Q2 2013Q4 202343
ENTERPRISE FINANCIAL SERVICES CORP 42420.00%0.04%0.24%Q2 2013Q3 202343
SYNOVUS FINANCIAL CORP 42420.00%0.02%0.09%Q2 2013Q3 202343
Verition Fund Management LLC 910.00%0.07%0.38%Q3 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.15%0.23%0.31%Q1 2013Q3 202343
RAYMOND JAMES & ASSOCIATES 42420.00%0.05%0.12%Q2 2013Q3 202343
HOWE & RUSLING INC 42420.00%0.38%1.90%Q2 2013Q3 202343
Retirement Systems of Alabama 43430.24%0.34%0.43%Q1 2013Q3 202343
First Horizon Advisors, Inc. 4110.00%0.03%0.12%Q2 2012Q3 202343
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.02%0.15%0.55%Q2 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.01%0.02%Q1 2013Q3 202343
AQR Capital Management 4210.01%0.08%0.31%Q4 2012Q3 202343
COMMERCE BANK 43430.01%0.32%1.09%Q1 2013Q3 202343
Veritable, L.P. 43430.03%0.06%0.18%Q4 2012Q2 202343
ARROW FINANCIAL CORP 42420.21%0.69%1.24%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.01%0.13%0.64%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.19%0.64%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.01%0.03%0.19%Q2 2013Q3 202342
Norinchukin Bank, The 42420.01%0.06%0.18%Q2 2013Q3 202342
MITSUBISHI UFJ FINANCIAL GROUP INC 4242100.00%100.00%100.00%Q2 2013Q3 202342
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 42420.85%1.33%1.89%Q2 2013Q3 202342
Renaissance Investment Group LLC 42420.12%0.78%2.89%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.11%0.25%Q2 2013Q3 202342
White Pine Investment CO 42421.19%2.39%3.27%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.02%0.65%2.03%Q2 2013Q3 202342
CONNING INC. 42420.03%0.15%1.17%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.01%0.17%1.63%Q2 2013Q3 202342
BECKER CAPITAL MANAGEMENT INC 42420.17%0.73%1.75%Q2 2013Q3 202342
STRS OHIO 42420.12%0.19%0.35%Q2 2013Q3 202342
Focused Investors LLC 42422.33%4.54%7.07%Q2 2013Q3 202342
Rafferty Asset Management, LLC 42420.06%0.27%0.53%Q2 2013Q3 202342
American Assets Investment Management, LLC 42420.20%0.56%1.11%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.17%0.25%0.36%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.04%0.08%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.05%0.13%0.31%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.02%0.13%0.28%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.10%Q2 2013Q3 202342
Capital Investment Counsel, Inc 42420.33%0.51%0.71%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.03%0.18%0.66%Q2 2013Q3 202342
Boston Common Asset Management, LLC 42420.36%0.92%1.84%Q2 2013Q3 202342
KBC Group NV 42420.03%0.37%0.82%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.10%0.20%0.29%Q2 2013Q3 202342
EAGLE CAPITAL MANAGEMENT LLC 42420.07%2.62%4.63%Q2 2013Q3 202342
APG Asset Management N.V. 42420.01%0.11%0.52%Q2 2013Q3 202342
PZENA INVESTMENT MANAGEMENT LLC 42420.26%1.69%2.40%Q2 2013Q3 202342
Korea Investment CORP 42420.05%0.29%0.46%Q2 2013Q3 202342
HOURGLASS CAPITAL, LLC 42421.96%2.75%4.10%Q2 2013Q3 202342
West Oak Capital, LLC 42420.03%0.28%0.45%Q2 2013Q3 202342
Brandywine Global Investment Management, LLC 42420.08%0.52%0.95%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.15%0.33%0.63%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.06%0.18%0.35%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.09%0.33%0.64%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.17%0.24%0.31%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.18%0.46%0.86%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.08%0.30%0.41%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.03%0.17%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.03%0.42%1.10%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.01%0.01%0.02%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.08%0.14%0.22%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.05%0.17%0.29%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.06%0.27%0.49%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.07%0.24%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.17%0.27%0.42%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.12%0.24%0.34%Q2 2013Q3 202342
Legal & General Group Plc 42420.15%0.23%0.30%Q2 2013Q3 202342
LINCLUDEN MANAGEMENT LTD 42420.02%0.63%1.63%Q2 2013Q3 202342
SouthState Corp 42420.10%0.20%0.30%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.45%0.71%1.00%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.08%0.18%0.28%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.10%0.18%0.56%Q2 2013Q3 202342
STATE STREET CORP 42420.34%0.52%0.66%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.05%0.10%0.30%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.05%0.17%0.27%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.08%0.15%0.33%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.07%0.31%Q2 2013Q3 202342
Bell Bank 42420.05%0.18%0.71%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.02%0.03%0.05%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.13%0.42%Q2 2013Q3 202342
NORGES BANK 4020.05%0.19%0.37%Q2 2012Q4 202242
Capital World Investors 42420.01%0.10%0.45%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.08%0.17%0.37%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.02%0.11%0.18%Q2 2013Q3 202342
SIGNATUREFD, LLC 3650.00%0.03%0.08%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.05%0.11%0.21%Q2 2013Q3 202342
SYSTEMATIC FINANCIAL MANAGEMENT LP 42420.00%0.05%0.16%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.01%0.03%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.01%0.04%0.11%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.06%0.32%0.68%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.01%0.22%0.48%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.03%0.06%0.10%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.06%0.22%0.57%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.06%0.17%0.34%Q2 2013Q3 202342
DnB Asset Management AS 3930.04%0.19%0.50%Q2 2013Q4 202342
TCI Wealth Advisors, Inc. 42420.01%0.01%0.02%Q4 2012Q1 202342
Chevy Chase Trust Holdings, LLC 42420.14%0.24%0.31%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.03%0.05%0.09%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.22%0.53%0.82%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.12%0.19%0.26%Q2 2013Q3 202342
ProShare Advisors LLC 42420.05%0.13%0.27%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.28%1.09%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.10%0.23%0.49%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.14%0.25%0.40%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.08%0.12%0.24%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.16%0.24%0.37%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.24%0.42%0.64%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.15%0.23%0.31%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.01%0.07%0.30%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.18%0.27%0.39%Q2 2013Q3 202342
GOODWIN DANIEL L 42420.10%0.51%1.00%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.03%0.13%0.30%Q2 2013Q3 202342
Private Advisor Group, LLC 40400.00%0.04%0.10%Q4 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.09%0.17%0.23%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.03%0.10%0.21%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.09%0.26%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.07%0.15%0.34%Q2 2013Q3 202342
EASTERN BANK 42420.02%0.60%1.38%Q2 2013Q3 202342
AMICA MUTUAL INSURANCE CO 42420.22%0.51%1.25%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.12%0.20%0.25%Q2 2013Q3 202342
DUPONT CAPITAL MANAGEMENT CORP 42420.01%0.17%0.82%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.04%0.07%0.09%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.00%0.04%0.12%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.01%0.05%Q2 2013Q4 202342
YHB Investment Advisors, Inc. 42420.12%0.54%0.99%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.06%0.13%0.27%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.11%0.20%0.29%Q2 2013Q3 202342
Utah Retirement Systems 42420.16%0.24%0.32%Q2 2013Q3 202342
Livforsakringsbolaget Skandia, Omsesidigt 42420.02%0.31%0.44%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.27%0.46%0.60%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.00%0.37%0.68%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.14%0.24%0.44%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.02%0.02%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.18%0.30%0.45%Q2 2013Q3 202342
AVIVA PLC 42420.12%0.20%0.35%Q2 2013Q3 202342
DAVIDSON INVESTMENT ADVISORS 42420.02%0.98%2.55%Q2 2013Q3 202342
Invesco Ltd. 42420.13%0.33%0.52%Q2 2013Q3 202342
Triangle Securities Wealth Management 42420.22%0.39%0.74%Q2 2013Q3 202342
Meiji Yasuda Life Insurance Co 42420.04%0.22%0.46%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.19%0.26%0.38%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.01%0.23%0.63%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.03%0.26%0.62%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.15%0.23%0.30%Q2 2013Q3 202342
PARK NATIONAL CORP /OH/ 27150.01%0.02%0.05%Q2 2013Q4 202342
PINNACLE ASSOCIATES LTD 42420.06%0.28%0.82%Q2 2013Q3 202342
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 42420.08%0.15%0.24%Q2 2013Q3 202342
MATRIX ASSET ADVISORS INC/NY 42421.22%2.22%3.34%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.19%0.27%0.36%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.23%0.50%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.03%0.07%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.01%0.06%0.28%Q2 2013Q3 202342
PITCAIRN CO 42420.03%0.11%0.26%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.13%0.20%0.27%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.00%0.10%0.36%Q2 2013Q3 202342
FMR LLC 42420.08%0.19%0.33%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.04%0.21%0.70%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.14%0.55%Q2 2013Q3 202342
Aristotle Capital Management, LLC 42420.12%0.20%0.32%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.06%0.12%0.18%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.13%0.20%0.30%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.16%0.24%0.31%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.01%0.02%Q2 2013Q3 202342
DIAMOND HILL CAPITAL MANAGEMENT INC 42420.07%1.39%2.43%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.01%0.11%0.38%Q2 2013Q3 202342
Estabrook Capital Management 42420.01%0.02%0.03%Q2 2013Q3 202342
AXA S.A. 42420.01%0.08%0.23%Q2 2013Q3 202342
FIL Ltd 42420.16%0.59%1.34%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
FRED ALGER MANAGEMENT, LLC 42420.03%0.47%1.44%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.00%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.12%0.24%0.36%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.01%Q2 2013Q3 202342
Savant Capital, LLC 42420.03%0.09%0.15%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.07%0.10%0.13%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.13%0.55%1.10%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.04%0.22%0.58%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.09%0.17%0.23%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.06%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.02%Q2 2013Q3 202342
TCTC Holdings, LLC 42420.03%0.06%0.10%Q2 2013Q3 202342
RMB Capital Management, LLC 33330.14%0.55%0.89%Q3 2015Q3 202342
Texas Yale Capital Corp. 42420.06%0.10%0.14%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.05%0.11%0.27%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.10%0.25%0.46%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.03%0.46%0.78%Q2 2013Q3 202342
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 42421.58%2.24%2.90%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.00%0.22%0.38%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.10%0.16%0.21%Q2 2013Q3 202342
1ST SOURCE BANK 42420.04%0.09%0.20%Q2 2013Q3 202342
FACTORY MUTUAL INSURANCE CO 42420.06%0.57%1.48%Q2 2013Q3 202342
Janney Montgomery Scott LLC 42420.01%0.05%0.14%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.02%0.02%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.06%0.10%0.16%Q2 2013Q3 202342
US BANCORP \DE\ 42420.02%0.06%0.11%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.08%0.10%0.13%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.04%0.35%0.80%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.06%0.21%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.12%0.20%0.30%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.05%0.30%0.70%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.01%0.12%0.35%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.06%0.11%0.26%Q2 2013Q3 202342
ARGUS INVESTORS' COUNSEL, INC. 42420.95%1.79%2.36%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.07%0.20%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.04%0.17%0.67%Q2 2013Q3 202342
MEYER HANDELMAN CO 42420.09%0.16%0.25%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.06%0.16%0.29%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.05%0.12%0.26%Q2 2013Q3 202342
Bollard Group LLC 41410.01%0.42%0.90%Q3 2013Q3 202341
ADAGE CAPITAL PARTNERS GP, L.L.C. 3830.09%0.26%0.51%Q2 2013Q3 202341
COMERICA BANK 3920.09%0.14%0.20%Q2 2013Q3 202341
WESBANCO BANK INC 30110.06%0.46%0.84%Q2 2013Q3 202341
CENTRAL BANK & TRUST CO 41410.00%0.30%1.20%Q3 2013Q3 202341
Rathbones Group PLC 27140.04%0.21%0.40%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.02%0.14%0.25%Q3 2013Q4 202341
TRUST CO OF VERMONT 41410.01%0.04%0.07%Q3 2013Q3 202341
Horrell Capital Management, Inc. 4010.01%0.02%0.06%Q2 2013Q3 202341
Interval Partners, LP 1020.02%0.20%0.51%Q2 2015Q3 202341
J.P. Morgan Private Wealth Advisors LLC 4010.12%0.27%0.64%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.13%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.04%0.25%0.42%Q3 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.05%0.28%0.57%Q3 2013Q3 202341
WELLINGTON MANAGEMENT GROUP LLP 29120.00%0.20%0.83%Q2 2013Q3 202341
ESSEX INVESTMENT MANAGEMENT CO LLC 27140.01%1.03%2.16%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.08%0.39%0.57%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.00%0.01%0.02%Q2 2013Q3 202341
Plante Moran Financial Advisors, LLC 41410.00%0.01%0.07%Q3 2013Q3 202341
Bridgecreek Investment Management, LLC 41410.96%2.14%3.48%Q3 2013Q3 202341
PRUDENTIAL PLC 3380.05%0.52%0.86%Q2 2013Q3 202341
Employees Retirement System of Texas 25160.03%0.26%0.72%Q2 2013Q3 202341
Arizona State Retirement System 3380.13%0.20%0.31%Q1 2013Q3 202341
LPL Financial LLC 29120.01%0.03%0.06%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.20%0.29%0.40%Q3 2013Q3 202341
CREDIT AGRICOLE S A 18150.00%0.15%0.42%Q2 2013Q3 202340
Kentucky Retirement Systems 3730.20%0.29%0.39%Q3 2013Q3 202340
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3280.01%0.09%0.32%Q2 2013Q3 202340
TOKIO MARINE ASSET MANAGEMENT CO LTD 2510.03%0.14%0.23%Q2 2013Q3 202340
ING GROEP NV 2410.01%0.15%0.72%Q1 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.01%0.02%0.02%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.13%0.54%Q4 2013Q4 202340
Cranbrook Wealth Management, LLC 40400.00%0.01%0.04%Q4 2013Q3 202340
Tower Research Capital LLC (TRC) 25150.00%0.08%0.27%Q3 2013Q3 202340
Amica Retiree Medical Trust 40400.25%0.54%1.27%Q4 2013Q3 202340
1832 Asset Management L.P. 24160.00%0.28%0.96%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.12%0.17%0.21%Q4 2013Q3 202340
TEACHER RETIREMENT SYSTEM OF TEXAS 3820.01%0.16%0.38%Q2 2013Q3 202340
BRYN MAWR TRUST Co 24160.01%0.04%0.08%Q1 2013Q3 202340
EARNEST PARTNERS LLC 40400.10%0.21%0.35%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.18%0.26%0.34%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.01%0.03%Q4 2013Q3 202340
SHUFRO ROSE & CO LLC 20200.02%0.04%0.06%Q2 2013Q3 202340
INTACT INVESTMENT MANAGEMENT INC. 27130.02%0.09%0.37%Q3 2013Q3 202340
MALTESE CAPITAL MANAGEMENT LLC 40400.21%1.44%3.29%Q2 2013Q1 202340
Wharton Business Group, LLC 2750.02%0.05%0.10%Q2 2013Q3 202340
KCM INVESTMENT ADVISORS LLC 39390.05%0.15%0.24%Q1 2014Q3 202339
Supplemental Annuity Collective Trust of NJ 39390.26%0.46%0.73%Q1 2014Q3 202339
RATIONAL ADVISORS LLC 1120.00%0.11%0.74%Q4 2009Q3 202339
ABNER HERRMAN & BROCK LLC 25140.55%1.72%3.07%Q2 2013Q3 202339
BURNS J W & CO INC/NY 3090.07%0.81%1.26%Q4 2013Q3 202339
Tradewinds Capital Management, LLC 3450.00%0.01%0.04%Q4 2013Q3 202339
Andra AP-fonden 2250.07%0.15%0.33%Q2 2013Q2 202339
BLB&B Advisors, LLC 14110.02%0.04%0.08%Q2 2013Q3 202339
MARSHALL WACE, LLP 1020.00%0.20%0.92%Q1 2014Q2 202339
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.11%0.35%Q2 2015Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.07%0.17%Q1 2014Q3 202339
UMB Bank, n.a. 39390.02%0.51%0.89%Q1 2014Q3 202339
FDx Advisors, Inc. 29100.01%0.09%0.18%Q2 2013Q3 202339
INTEGRAL DERIVATIVES, LLC 18180.00%0.02%0.07%Q4 2013Q1 201839
Candriam S.C.A. 36360.01%0.16%0.41%Q4 2014Q3 202339
J.P. Marvel Investment Advisors, LLC 1721.86%3.15%6.19%Q2 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.16%0.25%0.33%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.00%0.05%0.24%Q1 2014Q3 202339
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3180.00%0.33%0.84%Q2 2013Q3 202339
BOKF, NA 2550.01%0.07%0.22%Q2 2013Q3 202339
LEE DANNER & BASS INC 3090.03%0.04%0.06%Q2 2013Q3 202339
St. Johns Investment Management Company, LLC 39390.00%0.00%0.01%Q1 2014Q3 202339
ROSENBLUM SILVERMAN SUTTON S F INC /CA 3030.12%0.49%3.87%Q3 2013Q3 202339
NATIXIS 1250.00%0.28%1.00%Q2 2013Q3 202339
EATON VANCE MANAGEMENT 38380.19%0.38%1.14%Q2 2013Q3 202238
Grassi Investment Management 38380.64%1.01%1.40%Q2 2014Q3 202338
BALASA DINVERNO & FOLTZ LLC 38380.05%0.08%0.13%Q2 2013Q3 202238
Capula Management Ltd 960.00%0.25%0.88%Q3 2019Q3 202338
North Star Investment Management Corp. 21170.00%0.02%0.06%Q1 2014Q3 202338
DOWLING & YAHNKE LLC 38380.26%0.39%0.52%Q2 2013Q3 202238
LORD, ABBETT & CO. LLC 24140.00%0.30%1.09%Q2 2013Q3 202338
PARK CIRCLE Co 38380.02%0.07%0.54%Q2 2014Q3 202338
Greenwich Wealth Management LLC 1770.04%1.74%6.35%Q2 2013Q3 202338
Evercore Wealth Management, LLC 19190.00%0.93%2.29%Q2 2013Q3 202338
State of New Jersey Common Pension Fund D 38380.15%0.24%0.34%Q2 2014Q3 202338
HENNESSY ADVISORS INC 27110.02%0.19%0.54%Q2 2013Q3 202338
ADIRONDACK TRUST CO 38380.01%0.12%0.26%Q2 2014Q3 202338
Centiva Capital, LP 1310.00%0.07%0.26%Q4 2018Q3 202338
Checchi Capital Advisers, LLC 38380.03%0.09%0.18%Q2 2014Q3 202338
DUBUQUE BANK & TRUST CO 38380.00%0.24%0.66%Q2 2014Q3 202338
TWIN CAPITAL MANAGEMENT INC 16110.02%0.27%0.83%Q2 2013Q3 202338
Avior Wealth Management, LLC 28100.00%0.05%0.10%Q1 2014Q3 202338
Mirae Asset Global Investments Co., Ltd. 2920.01%0.11%0.49%Q2 2011Q3 202337
ADVISOR PARTNERS LLC 37370.13%0.29%0.46%Q2 2013Q2 202237
VIRGINIA RETIREMENT SYSTEMS ET AL 2220.02%0.10%0.25%Q2 2013Q3 202337
FIRST CITIZENS BANK & TRUST CO 2820.04%0.30%0.56%Q2 2013Q3 202337
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 28280.38%4.44%7.14%Q2 2013Q1 202037
Cetera Advisor Networks LLC 37370.02%0.03%0.05%Q3 2014Q3 202337
B. Riley Wealth Advisors, Inc. 2840.03%0.07%0.13%Q2 2013Q3 202337
Focused Wealth Management, Inc 2210.00%0.03%0.08%Q3 2013Q3 202337
National Pension Service 37370.19%0.27%0.36%Q3 2014Q3 202337
BARINGS LLC 37370.01%0.10%0.20%Q2 2013Q2 202237
Capital Analysts, LLC 2510.00%0.31%0.51%Q2 2013Q3 202337
MONETA GROUP INVESTMENT ADVISORS LLC 37370.02%0.06%0.17%Q3 2014Q3 202337
CenterStar Asset Management, LLC 610.00%0.14%1.01%Q4 2017Q2 202337
Boston Partners 3010.00%0.04%0.66%Q2 2013Q3 202337
COHEN & STEERS, INC. 27100.00%0.02%0.09%Q4 2013Q3 202337
LOWE BROCKENBROUGH & CO INC 37370.46%0.76%1.12%Q3 2014Q3 202337
SADOFF INVESTMENT MANAGEMENT LLC 36362.13%3.38%6.43%Q4 2013Q3 202236
SOL Capital Management CO 1590.04%0.08%0.12%Q4 2013Q3 202336
Brown Capital Management 36360.00%0.01%0.02%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.00%0.06%0.17%Q4 2014Q3 202336
Diligent Investors, LLC 36360.32%0.51%0.87%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.10%0.17%0.29%Q2 2013Q1 202236
CIM INVESTMENT MANAGEMENT INC 22140.14%0.32%0.56%Q2 2013Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.02%0.21%1.00%Q2 2013Q1 202236
AMERICAN NATIONAL INSURANCE CO 36360.30%0.46%0.66%Q2 2013Q1 202236
SEI INVESTMENTS CO 36360.06%0.12%0.32%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36360.00%0.02%0.04%Q4 2014Q3 202336
HANCOCK WHITNEY CORP 36360.04%0.20%0.67%Q4 2014Q3 202336
American National Registered Investment Advisor, Inc. 36360.48%0.65%0.81%Q2 2013Q1 202236
MV CAPITAL MANAGEMENT, INC. 36360.00%0.01%0.02%Q4 2014Q3 202336
Community Bank, N.A. 36360.01%0.08%0.26%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.23%0.38%0.49%Q4 2014Q3 202336
SVB WEALTH LLC 36360.01%0.05%0.22%Q4 2014Q3 202336
Gibraltar Capital Management, Inc. 36360.42%3.59%6.74%Q4 2014Q3 202336
Telos Capital Management, Inc. 36360.85%1.20%1.73%Q4 2014Q3 202336
IBM Retirement Fund 36360.15%0.23%0.32%Q2 2013Q1 202236
People's United Financial, Inc. 36360.02%0.09%0.22%Q2 2013Q1 202236
King Wealth Management Group 2790.06%0.18%0.31%Q2 2013Q3 202336
ONTARIO TEACHERS PENSION PLAN BOARD 3020.01%0.74%5.47%Q2 2013Q2 202236
Ionic Capital Management LLC 1510.00%0.16%0.68%Q2 2013Q1 201836
Compagnie Lombard Odier SCmA 2040.00%0.05%0.18%Q4 2013Q3 202336
Gradient Investments LLC 2410.00%0.16%0.69%Q2 2013Q3 202336
Convergence Investment Partners, LLC 3010.05%0.81%1.83%Q2 2013Q3 202336
TRUST CO OF TOLEDO NA /OH/ 35350.07%0.14%0.22%Q2 2015Q4 202335
Edge Wealth Management LLC 35350.01%0.20%2.03%Q2 2013Q4 202135
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.03%0.22%0.94%Q1 2015Q3 202335
Laffer Tengler Investments, Inc. 18170.00%0.37%0.97%Q3 2013Q3 202335
ACADIAN ASSET MANAGEMENT LLC 24110.00%0.03%0.24%Q4 2014Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.01%0.01%Q2 2013Q4 202135
PineBridge Investments, L.P. 2870.00%0.22%0.98%Q2 2013Q3 202335
Raymond James Financial Services Advisors, Inc. 1910.01%0.02%0.05%Q2 2013Q3 202335
Lombard Odier Asset Management (Switzerland) SA 1510.02%0.52%4.06%Q2 2014Q1 202335
Ballentine Partners, LLC 2910.01%0.04%0.16%Q2 2014Q3 202335
VICTORY CAPITAL MANAGEMENT INC 3410.00%0.05%0.12%Q3 2013Q3 202335
Ledyard National Bank 23120.00%0.03%0.05%Q2 2013Q3 202335
Epoch Investment Partners, Inc. 2780.23%0.80%1.75%Q1 2014Q3 202335
BRIDGER MANAGEMENT, LLC 2782.22%4.71%11.80%Q2 2013Q3 202335
Allworth Financial LP 35350.00%0.01%0.01%Q1 2015Q3 202335
K.J. Harrison & Partners Inc 2410.09%0.68%1.76%Q4 2013Q3 202335
Lowe Wealth Advisors, LLC 35350.00%0.01%0.06%Q4 2014Q2 202335
Regent Investment Management LLC 35350.24%0.87%1.66%Q2 2014Q4 202235
MACKENZIE FINANCIAL CORP 22130.00%0.16%0.30%Q2 2013Q3 202335
Cullen Capital Management, LLC 34340.01%1.04%3.09%Q2 2015Q3 202334
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 34340.05%0.28%0.51%Q2 2015Q3 202334
Point72 Hong Kong Ltd 1010.00%0.10%0.44%Q3 2014Q3 202234
New England Research & Management, Inc. 24100.31%0.75%1.45%Q1 2015Q3 202334
Tredje AP-fonden 34340.16%0.46%1.61%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.00%0.01%0.02%Q4 2013Q1 202234
WRIGHT INVESTORS SERVICE INC 2860.11%0.43%1.17%Q4 2014Q3 202334
MRJ CAPITAL INC 21130.93%1.50%2.38%Q2 2013Q4 202134
Stratos Wealth Partners, LTD. 3130.02%0.05%0.11%Q4 2014Q3 202334
Buffington Mohr McNeal 19150.05%0.80%2.22%Q4 2014Q3 202334
Westbourne Investment Advisors, Inc. 34340.80%2.25%5.09%Q2 2015Q3 202334
ROANOKE ASSET MANAGEMENT CORP/ NY 34340.68%1.13%1.68%Q2 2015Q3 202334
UNITED SERVICES AUTOMOBILE ASSOCIATION 2620.00%0.15%0.22%Q2 2013Q3 202334
SECURITY NATIONAL TRUST CO 34340.00%0.01%0.02%Q2 2013Q3 202134
AMP Capital Investors Ltd 34340.13%0.20%0.26%Q2 2013Q3 202134
First Financial Bank - Trust Division 1510.03%0.04%0.05%Q4 2013Q4 202334
TDAM USA INC. 3310.01%0.44%0.78%Q2 2013Q4 202134
FLPUTNAM INVESTMENT MANAGEMENT CO 1480.05%0.82%2.53%Q2 2013Q3 202334
Advisory Services Network, LLC 2770.01%0.03%0.07%Q1 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.01%0.07%0.16%Q2 2015Q3 202334
World Asset Management Inc 34340.15%0.21%0.35%Q2 2013Q3 202134
LGT CAPITAL PARTNERS LTD. 34340.53%1.54%3.37%Q2 2015Q3 202334
ATALANTA SOSNOFF CAPITAL, LLC 1670.01%1.68%3.17%Q2 2014Q3 202333
Cornerstone Investment Partners, LLC 33330.01%0.02%0.05%Q2 2013Q2 202133
ASSETMARK, INC 33330.00%0.02%0.06%Q3 2015Q3 202333
INDEPENDENT INVESTORS INC 1760.09%0.18%0.31%Q2 2013Q3 202333
PT ASSET MANAGEMENT, LLC 13130.01%0.81%2.52%Q4 2014Q4 201733
MUHLENKAMP & CO INC 1140.01%0.73%3.06%Q2 2013Q2 202233
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 33330.11%0.48%0.88%Q3 2015Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.04%0.09%0.15%Q2 2013Q2 202133
FINANCIAL COUNSELORS INC 2760.01%0.03%0.15%Q3 2014Q3 202333
Endurance Wealth Management, Inc. 33330.00%0.01%0.02%Q2 2015Q2 202333
FIDUCIARY TRUST CO 33330.03%0.26%0.66%Q3 2015Q3 202333
TWO SIGMA ADVISERS, LP 710.00%0.03%0.10%Q2 2013Q1 202233
Point72 Asset Management, L.P. 1610.01%0.10%0.50%Q3 2015Q3 202333
Parkside Financial Bank & Trust 33330.03%0.08%0.18%Q3 2015Q3 202333
BANK OF HAWAII 33330.02%0.05%0.12%Q3 2015Q3 202333
Hosking Partners LLP 33330.36%0.58%1.48%Q3 2015Q3 202333
TOCQUEVILLE ASSET MANAGEMENT L.P. 2760.00%0.03%0.07%Q4 2013Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 1380.00%0.03%0.08%Q3 2013Q3 202333
QS Investors, LLC 33330.01%0.02%0.06%Q2 2013Q2 202133
ROYAL LONDON ASSET MANAGEMENT LTD 2240.12%0.22%0.49%Q2 2013Q3 202333
Gotham Asset Management, LLC 2010.00%0.03%0.11%Q2 2014Q3 202333
MUFG Americas Holdings Corp 32320.00%0.01%0.04%Q4 2010Q3 201832
Richard Bernstein Advisors LLC 2570.02%0.12%0.32%Q2 2013Q1 202232
Kiltearn Partners LLP 32321.96%5.05%8.49%Q4 2013Q3 202132
NatWest Group plc 32320.00%1.34%3.54%Q2 2013Q1 202132
First PREMIER Bank 32320.00%0.00%0.02%Q4 2015Q3 202332
Atria Investments, Inc 1440.03%0.06%0.13%Q3 2014Q3 202332
EXCALIBUR MANAGEMENT CORP 2840.20%0.38%0.61%Q3 2014Q3 202332
Ninety One UK Ltd 32320.15%0.48%1.12%Q3 2015Q2 202332
Gemmer Asset Management LLC 32320.01%0.01%0.02%Q2 2014Q1 202232
AMUNDI ASSET MANAGEMENT US, INC. 32320.10%0.42%0.86%Q2 2013Q1 202132
FULTON BANK, N.A. 32320.05%0.08%0.12%Q1 2016Q4 202332
BTC Capital Management, Inc. 32320.46%0.83%1.42%Q4 2015Q3 202332
WEDGE CAPITAL MANAGEMENT L L P/NC 32320.00%0.22%0.36%Q2 2015Q1 202332
HM PAYSON & CO 1850.01%0.01%0.02%Q4 2014Q3 202332
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.24%0.39%0.77%Q2 2013Q4 202332
Arcus Capital Partners, LLC 32320.20%0.60%1.37%Q4 2015Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.07%0.14%0.39%Q4 2015Q3 202332
SUN LIFE FINANCIAL INC 32320.00%0.11%0.44%Q2 2013Q1 202132
Bach Option Ltd 1420.15%0.39%0.80%Q4 2015Q4 201932
CITIZENS FINANCIAL GROUP INC/RI 32320.00%0.02%0.05%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.03%0.08%0.14%Q1 2016Q4 202332
Sigma Planning Corp 2750.02%0.06%0.14%Q4 2014Q3 202332
EDGAR LOMAX CO/VA 1580.06%1.07%2.13%Q4 2013Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.44%0.66%0.87%Q2 2013Q1 202132
Asset Dedication, LLC 2650.01%0.09%0.42%Q4 2015Q3 202331
MASON STREET ADVISORS, LLC 31310.13%0.20%0.24%Q2 2013Q4 202031
Pacer Advisors, Inc. 1410.01%0.12%0.32%Q4 2013Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.01%0.03%0.13%Q2 2016Q4 202331
BP PLC 2380.10%0.28%0.70%Q2 2013Q2 202131
IFP Advisors, Inc 17140.00%0.02%0.06%Q4 2015Q3 202331
Kistler-Tiffany Companies, LLC 31310.01%0.04%0.11%Q4 2015Q2 202331
Aperio Group, LLC 31310.12%0.18%0.24%Q2 2013Q4 202031
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1510.01%0.74%2.97%Q2 2013Q3 202331
Sutton Wealth Advisors Inc. 31310.01%0.03%0.10%Q1 2016Q3 202331
REGENTATLANTIC CAPITAL LLC 2740.02%0.36%0.58%Q4 2014Q3 202231
Geneos Wealth Management Inc. 31310.01%0.07%0.18%Q1 2016Q3 202331
CARRET ASSET MANAGEMENT, LLC 30300.07%0.20%0.36%Q2 2016Q3 202330
GSA CAPITAL PARTNERS LLP 1010.02%0.17%0.54%Q2 2013Q1 202330
Capital Investment Advisors, LLC 30300.02%0.04%0.06%Q3 2016Q4 202330
Alberta Investment Management Corp 2510.00%0.08%0.20%Q2 2013Q3 202330
Lipe & Dalton 30300.97%1.78%3.78%Q2 2016Q3 202330
BAXTER BROS INC 30300.14%0.58%0.92%Q2 2016Q3 202330
REILLY FINANCIAL ADVISORS, LLC 2910.00%0.00%0.01%Q4 2013Q4 202130
E&G Advisors, LP 30300.11%0.20%0.30%Q2 2016Q3 202330
WEDBUSH SECURITIES INC 2910.03%0.05%0.08%Q2 2015Q3 202330
EVERMAY WEALTH MANAGEMENT LLC 2810.01%0.07%0.13%Q4 2014Q3 202330
FineMark National Bank & Trust 15150.01%0.22%0.51%Q2 2013Q3 202330
Orca Investment Management, LLC 18120.50%0.68%0.94%Q2 2015Q3 202330
First Allied Advisory Services, Inc. 30300.02%0.06%0.10%Q2 2013Q3 202030
SevenBridge Financial Group, LLC 30300.08%0.30%0.52%Q2 2016Q3 202330
Baird Financial Group, Inc. 2820.00%0.02%0.11%Q2 2015Q3 202330
MEEDER ASSET MANAGEMENT INC 1910.00%0.19%1.04%Q2 2013Q3 202330
COLRAIN CAPITAL LLC 19100.01%0.43%0.86%Q2 2013Q1 202129
EXANE DERIVATIVES 2080.00%0.09%0.31%Q4 2014Q2 202229
SALEM INVESTMENT COUNSELORS INC 29290.01%0.05%0.09%Q3 2016Q3 202329
NEXT Financial Group, Inc 2360.01%0.07%0.16%Q3 2014Q4 202129
Harel Insurance Investments & Financial Services Ltd. 1510.00%1.54%4.67%Q4 2015Q3 202329
AJO, LP 17120.00%0.34%1.60%Q2 2013Q4 202029
Sandy Spring Bank 1520.00%0.01%0.01%Q1 2014Q3 202329
Dorsey & Whitney Trust CO LLC 29290.04%0.07%0.11%Q3 2016Q3 202329
CNA FINANCIAL CORP 2810.39%0.58%1.90%Q2 2013Q1 202229
PEOPLES BANK /OH 1410.13%0.20%0.28%Q4 2015Q3 202329
1834 INVESTMENT ADVISORS CO 29290.01%0.67%1.48%Q3 2016Q3 202329
Kovack Advisors, Inc. 1330.00%0.05%0.09%Q1 2017Q3 202329
MONTAG A & ASSOCIATES INC 15140.02%0.33%0.53%Q2 2016Q3 202329
Community Bank of Raymore 29290.09%0.21%1.02%Q3 2016Q3 202329
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 2110.00%1.39%2.45%Q2 2013Q3 202329
Smithfield Trust Co 2810.00%0.03%0.06%Q4 2013Q3 202329
Clark Capital Management Group, Inc. 29290.31%0.80%1.78%Q3 2016Q3 202329
Independent Advisor Alliance 28280.00%0.13%0.36%Q4 2016Q3 202329
APPLETON PARTNERS INC/MA 29290.04%0.43%1.18%Q4 2016Q4 202329
Essex Financial Services, Inc. 1510.05%0.13%0.67%Q4 2014Q3 202329
CIBC WORLD MARKETS CORP 2810.04%0.25%1.55%Q4 2013Q3 202329
Mariner, LLC 2320.02%0.14%0.60%Q2 2015Q3 202329
Financial Management Professionals, Inc. 2350.00%0.04%0.12%Q2 2013Q3 202328
IFM Investors Pty Ltd 28280.20%0.29%0.38%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.14%0.32%0.83%Q4 2016Q3 202328
HCR Wealth Advisors 28280.24%0.43%0.66%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.08%0.16%0.28%Q4 2016Q3 202328
Meridian Wealth Management, LLC 28280.10%0.63%2.37%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.11%0.23%0.51%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.01%0.06%0.13%Q4 2016Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.08%0.69%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.11%0.17%0.30%Q4 2016Q3 202328
Norway Savings Bank 28280.07%0.12%0.21%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.04%0.09%0.16%Q4 2016Q3 202328
Wealthcare Advisory Partners LLC 28280.00%0.04%0.11%Q2 2016Q1 202328
Glassman Wealth Services 28280.00%0.01%0.03%Q4 2016Q3 202328
TODD ASSET MANAGEMENT LLC 2620.18%1.04%1.43%Q3 2013Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.01%0.03%Q1 2016Q4 202228
OAKBROOK INVESTMENTS LLC 28280.01%0.26%0.78%Q2 2013Q1 202028
COLONY GROUP LLC 1410.00%0.01%0.03%Q2 2014Q3 202328
SKBA CAPITAL MANAGEMENT LLC 28280.06%1.23%2.88%Q4 2016Q3 202328
ACG Wealth 28280.06%0.18%0.43%Q4 2015Q3 202228
Baystate Wealth Management LLC 28280.00%0.02%0.02%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.02%0.03%0.04%Q4 2016Q3 202328
PICTON MAHONEY ASSET MANAGEMENT 1330.00%0.68%1.79%Q2 2013Q1 202328
GREENLEAF TRUST 28280.01%0.02%0.04%Q4 2016Q3 202328
LOOMIS SAYLES & CO L P 2010.00%0.01%0.06%Q1 2014Q3 202328
Pflug Koory, LLC 28280.11%0.17%0.27%Q4 2016Q3 202328
PIEDMONT INVESTMENT ADVISORS INC 28280.03%0.14%0.30%Q2 2013Q1 202028
CMT Asset Management Ltd 1010.02%0.62%2.59%Q4 2012Q3 201628
Bluefin Trading, LLC 510.00%0.05%0.22%Q2 2013Q2 202028
AFFINITY INVESTMENT ADVISORS, LLC 2440.02%1.23%1.78%Q3 2015Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.13%0.21%0.32%Q4 2016Q3 202328
VAN ECK ASSOCIATES CORP 2260.00%0.01%0.03%Q2 2013Q3 202328
WASHINGTON TRUST BANK 2110.00%0.09%0.57%Q1 2014Q4 202228
BANK OF NOVA SCOTIA TRUST CO 2710.00%0.04%0.06%Q3 2015Q3 202328
LEVIN CAPITAL STRATEGIES, L.P. 2210.01%0.69%2.55%Q3 2013Q3 202328
TCW GROUP INC 15130.01%0.22%0.66%Q2 2013Q3 202328
Calamos Wealth Management LLC 2610.06%0.14%0.26%Q2 2013Q3 202328
Dana Investment Advisors, Inc. 28280.16%1.30%1.75%Q4 2016Q3 202328
COMMERZBANK AKTIENGESELLSCHAFT /FI 27270.03%0.43%1.02%Q2 2013Q4 201927
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1440.11%0.51%0.76%Q3 2013Q3 202127
MARK ASSET MANAGEMENT LP 1520.15%2.09%4.10%Q2 2014Q3 202327
Whitnell & Co. 27270.15%0.28%0.40%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.02%0.06%0.10%Q1 2017Q3 202327
Kovitz Investment Group Partners, LLC 1320.01%0.03%0.06%Q3 2017Q3 202327
Proficio Capital Partners LLC 15120.00%0.06%0.16%Q4 2015Q3 202327
Nippon Life Global Investors Americas, Inc. 2310.12%0.63%0.91%Q2 2013Q1 202327
DIMENSION CAPITAL MANAGEMENT LLC 27270.09%1.03%2.96%Q1 2017Q3 202327
BERKSHIRE ASSET MANAGEMENT LLC/PA 1210.02%0.06%0.16%Q2 2013Q3 202327
Cornerstone Advisors, Inc. 27270.00%0.06%0.24%Q1 2014Q3 202027
LVM CAPITAL MANAGEMENT LTD/MI 27271.48%2.36%3.12%Q1 2017Q3 202327
HOWARD HUGHES MEDICAL INSTITUTE 27270.79%1.31%2.23%Q2 2013Q4 201927
Sowell Financial Services LLC 17100.03%0.11%0.24%Q4 2016Q3 202327
Hodges Capital Management Inc. 2030.01%0.04%0.24%Q4 2013Q3 202327
Overbrook Management Corp 1410.04%0.18%0.78%Q2 2013Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.10%0.35%0.72%Q1 2017Q3 202327
WINTON GROUP Ltd 1110.01%0.11%0.82%Q2 2014Q3 202227
COMPTON CAPITAL MANAGEMENT INC /RI 27270.54%0.90%1.12%Q2 2013Q4 201927
Avalon Investment & Advisory 1350.27%0.85%1.90%Q4 2014Q1 202327
Lombard Odier Asset Management (Europe) Ltd 2010.02%0.13%0.43%Q2 2016Q4 202127
CWM, LLC 1610.00%0.03%0.06%Q4 2015Q3 202327
State of Alaska, Department of Revenue 27270.01%0.16%0.23%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 27270.01%0.04%0.07%Q1 2017Q3 202327
GARGOYLE INVESTMENT ADVISOR L.L.C. 27270.44%1.01%1.67%Q2 2013Q4 201927
CLEARARC CAPITAL INC 27270.17%0.24%0.29%Q2 2013Q4 201927
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.03%0.05%Q2 2013Q4 201927
Municipal Employees' Retirement System of Michigan 2070.04%0.12%0.17%Q3 2013Q2 202027
JONES FINANCIAL COMPANIES LLLP 15120.00%0.00%0.01%Q2 2013Q3 202327
Regal Investment Advisors LLC 1010.00%0.04%0.06%Q2 2013Q3 202327
JENNISON ASSOCIATES LLC 27270.01%0.43%1.09%Q2 2013Q4 201927
Farmers & Merchants Trust Co of Chambersburg PA 27270.00%0.02%0.08%Q1 2017Q3 202327
MOTCO 27270.00%0.27%0.69%Q1 2017Q3 202327
SIMON QUICK ADVISORS, LLC 2070.00%0.34%1.41%Q4 2016Q3 202327
Knights of Columbus Asset Advisors LLC 27270.05%1.08%2.46%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.05%Q2 2013Q4 201927
Douglas Lane & Associates, LLC 27270.23%1.13%1.60%Q1 2017Q3 202327
SUNTRUST BANKS INC 26260.08%0.18%0.31%Q2 2013Q3 201926
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.20%0.47%Q2 2013Q3 201926
GM Advisory Group, LLC 2310.15%0.32%0.63%Q4 2013Q3 202026
BB&T SECURITIES, LLC 26260.01%0.07%0.25%Q2 2013Q3 201926
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 26260.04%0.13%0.37%Q2 2013Q3 201926
Abbot Financial Management, Inc. 26260.54%0.79%1.07%Q2 2017Q3 202326
Founders Capital Management 13130.03%0.06%0.07%Q1 2017Q4 202326
ALBION FINANCIAL GROUP /UT 16100.08%0.29%0.50%Q1 2017Q3 202326
JUPITER ASSET MANAGEMENT LTD 910.01%0.64%3.12%Q2 2013Q2 202226
Crossmark Global Holdings, Inc. 2510.30%0.38%0.48%Q3 2016Q3 202326
Ally Financial Inc. 1510.11%0.47%0.95%Q2 2013Q2 202126
NewEdge Advisors, LLC 26260.02%0.25%0.79%Q2 2017Q3 202326
CAXTON ASSOCIATES LP 910.01%2.28%13.62%Q2 2013Q3 202026
Cable Hill Partners, LLC 1880.00%0.03%0.17%Q4 2014Q3 202326
INTRUST BANK NA 26260.06%0.14%0.21%Q2 2017Q3 202326
CAAS CAPITAL MANAGEMENT LP 420.00%0.35%1.57%Q4 2020Q3 202326
Schonfeld Strategic Advisors LLC 1710.00%0.15%0.67%Q4 2016Q2 202326
NORRIS PERNE & FRENCH LLP/MI 1790.03%0.04%0.05%Q4 2013Q4 202026
SRS Capital Advisors, Inc. 1070.00%0.01%0.02%Q4 2016Q3 202326
BOSTON ADVISORS LLC 26260.17%0.52%1.00%Q2 2013Q3 201926
Global Retirement Partners, LLC 1970.00%0.01%0.04%Q1 2017Q3 202326
CI INVESTMENTS INC. 2240.00%0.15%0.77%Q2 2016Q3 202326
FIRST MIDWEST BANK TRUST DIVISION 2240.03%0.20%0.52%Q4 2014Q4 202126
BUCKINGHAM CAPITAL MANAGEMENT INC 26260.72%1.17%1.79%Q2 2013Q3 201926
NN Investment Partners Holdings N.V. 25250.06%0.12%0.22%Q1 2016Q1 202225
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 25250.00%0.10%0.51%Q3 2017Q3 202325
XR Securities LLC 1310.00%0.05%0.22%Q2 2018Q3 202325
WFG Advisors, LP 17170.00%0.03%0.15%Q2 2013Q2 201725
Institute for Wealth Management, LLC. 1960.14%0.23%0.32%Q2 2017Q3 202325
OppenheimerFunds, Inc. 25250.01%0.13%0.21%Q1 2013Q1 201925
ClearBridge Investments 1220.00%0.02%0.07%Q2 2013Q3 202325
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1410.09%0.27%0.42%Q1 2012Q1 201925
FIRST INTERSTATE BANK 1960.00%0.06%0.15%Q3 2015Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.04%0.11%0.15%Q2 2013Q2 201925
F&V Capital Management, LLC 14110.06%1.58%3.72%Q2 2013Q1 202225
SEVEN EIGHT CAPITAL, LP 510.03%0.48%1.02%Q4 2013Q2 202325
Fort Point Capital Partners LLC 25250.10%0.14%0.26%Q3 2017Q3 202325
Caprock Group, LLC 2110.05%0.11%0.20%Q3 2016Q3 202325
Burt Wealth Advisors 25250.01%0.02%0.04%Q4 2014Q4 202025
HighPoint Advisor Group LLC 2410.13%0.19%0.26%Q4 2015Q2 202225
CRAWFORD INVESTMENT COUNSEL INC 1210.01%0.01%0.01%Q3 2014Q3 202325
ICON ADVISERS INC/CO 2230.02%0.35%0.96%Q4 2015Q2 202225
Man Group plc 23230.00%0.38%1.26%Q1 2018Q3 202325
MAI Capital Management 1280.01%0.06%0.25%Q1 2018Q3 202325
ClariVest Asset Management LLC 15100.00%0.05%0.64%Q4 2016Q3 202325
Palisade Asset Management, LLC 25250.17%0.25%0.34%Q3 2017Q3 202325
AE Wealth Management LLC 24240.00%0.03%0.05%Q4 2017Q3 202325
AUA CAPITAL MANAGEMENT, LLC 25250.00%0.01%0.02%Q4 2016Q4 202225
TIAA, FSB 25250.00%0.04%0.09%Q2 2017Q2 202325
abrdn plc 25250.07%0.16%0.35%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.00%0.03%0.07%Q3 2017Q3 202325
Voya Financial Advisors, Inc. 25250.01%0.05%0.11%Q3 2017Q3 202325
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.10%0.14%0.27%Q4 2017Q3 202324
CULLEN/FROST BANKERS, INC. 24240.01%0.06%0.32%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.09%0.26%0.41%Q2 2013Q1 201924
Baugh & Associates, LLC 24242.37%3.22%4.19%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.01%0.06%0.10%Q4 2017Q3 202324
Sculptor Capital LP 710.00%0.10%0.52%Q2 2013Q4 201624
Artal Group S.A. 1210.09%0.82%3.95%Q3 2013Q3 202024
ROPES WEALTH ADVISORS LLC 1610.00%0.02%0.08%Q4 2015Q3 202324
CLOUGH CAPITAL PARTNERS L P 1240.08%1.23%2.20%Q2 2013Q3 202324
Heritage Trust Co 24240.00%0.46%0.79%Q4 2017Q3 202324
CNB Bank 24240.03%0.12%0.22%Q4 2017Q3 202324
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1040.00%0.11%0.55%Q2 2013Q1 202324
Junto Capital Management LP 1221.06%3.11%5.24%Q1 2015Q3 202224
Independence Bank of Kentucky 24240.03%0.08%0.17%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.14%0.22%0.30%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.18%0.28%0.38%Q2 2013Q1 201924
McIlrath & Eck, LLC 24240.00%0.02%0.06%Q4 2017Q3 202324
TUDOR INVESTMENT CORP ET AL 610.01%0.12%0.51%Q1 2015Q2 202324
CASTLEARK MANAGEMENT LLC 1020.08%0.61%1.30%Q2 2015Q3 202324
Achmea Investment Management B.V. 1250.28%0.42%0.77%Q1 2017Q3 202324
Sequoia Financial Advisors, LLC 1590.02%0.16%0.61%Q3 2016Q3 202324
KCS Wealth Advisory 24240.74%1.34%1.95%Q4 2017Q3 202324
Riggs Asset Managment Co. Inc. 24240.00%0.01%0.02%Q4 2017Q3 202324
Kiwi Wealth Investments Limited Partnership 1110.06%0.64%1.64%Q1 2014Q2 202324
Investors Research Corp 24240.28%0.35%0.48%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.05%0.08%Q4 2017Q3 202324
NVWM, LLC 24240.00%0.26%0.86%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.09%0.13%0.19%Q4 2017Q3 202324
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1950.03%0.36%1.13%Q3 2013Q3 201924
CAPITAL INTERNATIONAL LTD /CA/ 24240.08%0.18%0.61%Q4 2017Q3 202324
Front Row Advisors LLC 24240.00%0.02%0.05%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.05%0.18%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
LOEWS CORP 2210.00%0.01%0.08%Q2 2013Q1 202224
Engineers Gate Manager LP 810.02%0.20%0.62%Q2 2015Q2 202324
Vigilant Capital Management, LLC 1510.00%0.00%0.01%Q4 2015Q2 202324
Buckley Wealth Management, LLC 24240.13%0.35%0.61%Q4 2017Q3 202324
MARKSTON INTERNATIONAL LLC 24240.33%1.08%2.49%Q1 2016Q4 202124
WEALTHCARE CAPITAL MANAGEMENT LLC 2110.00%0.01%0.02%Q1 2014Q1 202124
BURKE & HERBERT BANK & TRUST CO 1710.18%0.37%0.54%Q4 2016Q3 202323
Balentine LLC 1210.00%0.01%0.04%Q1 2015Q3 202323
Avidian Wealth Solutions, LLC 23230.02%0.05%0.09%Q1 2018Q3 202323
Gifford Fong Associates 23230.37%0.51%0.69%Q1 2018Q3 202323
Penserra Capital Management LLC 1230.00%0.08%0.97%Q4 2016Q3 202323
Connor, Clark & Lunn Investment Management Ltd. 1110.00%0.09%0.31%Q1 2014Q3 202323
EADS & HEALD WEALTH MANAGEMENT 1310.12%0.19%0.29%Q2 2017Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.03%0.08%Q1 2018Q3 202323
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1110.01%0.09%0.37%Q1 2014Q3 202323
Silvant Capital Management LLC 23230.01%0.12%0.69%Q1 2018Q3 202323
Treasurer of the State of North Carolina 23230.17%0.25%0.32%Q1 2018Q3 202323
CARLSON CAPITAL L P 1610.06%0.56%1.60%Q2 2013Q3 202323
Westover Capital Advisors, LLC 12110.10%0.49%1.89%Q3 2017Q3 202323
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1810.00%0.41%1.53%Q1 2015Q3 202323
Fiduciary Group LLC 1610.01%0.05%0.08%Q2 2015Q1 202323
Banco Santander, S.A. 23230.03%0.07%0.13%Q1 2018Q3 202323
Lido Advisors, LLC 1210.00%0.02%0.05%Q4 2019Q3 202323
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1010.00%0.09%0.89%Q2 2013Q1 202323
PERRITT CAPITAL MANAGEMENT INC 12110.09%0.16%0.26%Q1 2017Q4 202223
Ausdal Financial Partners, Inc. 1310.06%0.09%0.19%Q4 2015Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.65%0.84%Q1 2018Q3 202323
LYELL WEALTH MANAGEMENT, LP 1210.06%0.36%0.89%Q4 2016Q3 202323
Simplicity Solutions, LLC 2210.02%0.06%0.17%Q4 2015Q3 202323
Douglass Winthrop Advisors, LLC 1440.01%0.02%0.16%Q3 2017Q3 202323
AT Bancorp 23230.03%0.48%1.46%Q3 2013Q1 201923
WS MANAGEMENT LLLP 18180.36%0.94%1.52%Q2 2013Q3 201723
Financial Architects, Inc 1820.00%0.01%0.02%Q2 2013Q2 202023
CAPITAL GROWTH MANAGEMENT LP 2121.03%5.63%10.63%Q2 2013Q1 202123
Fiduciary Trust Co International of Pennsylvania 1490.02%0.07%0.35%Q2 2013Q1 202023
Zurich Insurance Group Ltd/FI 1630.15%0.44%1.55%Q4 2015Q3 202323
AMICA PENSION FUND BOARD OF TRUSTEES 23230.25%0.33%0.51%Q2 2013Q4 201823
FORVIS Wealth Advisors, LLC 1760.02%0.04%0.08%Q4 2016Q3 202323
Saiers Capital, LLC 990.00%0.65%4.24%Q2 2013Q2 201523
WealthTrust-Arizona, LLC 23230.02%0.03%0.06%Q2 2013Q4 201823
TIEMANN INVESTMENT ADVISORS, LLC 1420.15%0.39%0.83%Q3 2014Q3 202323
Choate Investment Advisors 12110.01%0.02%0.03%Q2 2013Q3 202323
Good Life Advisors, LLC 2010.00%0.10%0.14%Q2 2018Q3 202322
GERMAN AMERICAN BANCORP, INC. 22220.29%0.93%1.34%Q2 2018Q3 202322
SMITH ASSET MANAGEMENT GROUP LP 22220.00%0.00%0.00%Q1 2016Q2 202122
SIGNET FINANCIAL MANAGEMENT, LLC 1390.64%0.83%1.02%Q1 2018Q3 202322
GABLES CAPITAL MANAGEMENT INC. 22220.00%0.00%0.01%Q2 2018Q3 202322
BOYS ARNOLD & CO INC 22220.06%0.17%0.35%Q4 2014Q1 202022
MENDON CAPITAL ADVISORS CORP 810.20%0.61%1.16%Q1 2013Q4 202022
Ninety One SA (PTY) Ltd 22220.49%1.36%6.21%Q1 2017Q2 202222
Cordasco Financial Network 22220.00%0.09%0.25%Q1 2017Q2 202222
PATHSTONE FAMILY OFFICE, LLC 1910.00%0.05%0.09%Q3 2014Q3 202322
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1750.00%0.03%0.10%Q3 2013Q2 202122
Quantbot Technologies LP 610.04%0.40%1.26%Q2 2013Q2 202322
BANK OF THE WEST 1930.04%0.84%1.49%Q3 2014Q4 202222
Csenge Advisory Group 2110.05%0.12%0.30%Q4 2017Q3 202322
LMR Partners LLP 610.00%0.11%0.33%Q2 2014Q3 202322
EMINENCE CAPITAL, LP 1840.93%1.64%2.65%Q2 2016Q3 202322
NorthCoast Asset Management LLC 1430.04%0.44%1.74%Q1 2015Q3 202122
Bowling Portfolio Management LLC 1120.09%0.52%0.86%Q2 2015Q3 202222
Apriem Advisors 1610.00%0.02%0.04%Q2 2013Q3 202322
Jackson, Grant Investment Advisers, Inc. 910.01%0.08%0.22%Q4 2015Q1 202322
SIT INVESTMENT ASSOCIATES INC 1570.10%0.38%0.77%Q4 2017Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.01%0.01%Q4 2016Q3 202322
PRIVATE TRUST CO NA 1320.02%0.08%0.14%Q1 2013Q3 202322
Beaumont Financial Partners, LLC 1840.01%0.04%0.08%Q4 2014Q4 202122
WADE G W & INC 11110.03%0.29%0.70%Q1 2015Q3 202322
Moisand Fitzgerald Tamayo, LLC 860.00%0.00%0.01%Q3 2017Q3 202322
TLWM 22220.20%0.32%0.43%Q2 2018Q3 202322
ARGENTIERE CAPITAL AG 13130.09%0.85%2.18%Q1 2016Q1 201922
Sterling Capital Management LLC 1840.00%0.15%0.64%Q1 2014Q3 201922
Bedel Financial Consulting, Inc. 22220.02%0.03%0.06%Q1 2018Q2 202322
FIRST HAWAIIAN BANK 2110.01%0.16%0.25%Q2 2013Q3 202322
STEVENS CAPITAL MANAGEMENT LP 710.02%0.44%1.58%Q4 2013Q1 202222
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 22221.12%1.79%2.52%Q2 2013Q3 201822
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.05%0.11%0.17%Q2 2013Q3 201822
EMORY UNIVERSITY 11110.00%0.72%1.71%Q2 2011Q2 201922
Harvest Fund Management Co., Ltd 1660.01%0.03%0.07%Q2 2017Q3 202322
Omnia Family Wealth, LLC 12100.05%0.16%0.33%Q4 2016Q3 202322
Rehmann Capital Advisory Group 1470.01%0.04%0.06%Q1 2018Q3 202321
McGuire Investment Group, LLC 21211.21%1.40%1.58%Q3 2018Q3 202321
MOODY LYNN & LIEBERSON, LLC 1210.07%1.40%2.34%Q3 2013Q3 202321
WADDELL & REED FINANCIAL INC 1560.03%0.37%0.73%Q3 2015Q1 202121
THOMAS WHITE INTERNATIONAL LTD 1470.07%0.14%0.31%Q1 2014Q2 202321
WOODMONT INVESTMENT COUNSEL LLC 810.06%0.08%0.11%Q2 2015Q4 202221
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1010.00%0.24%0.93%Q1 2017Q3 202321
LEUTHOLD GROUP, LLC 1560.08%0.70%1.53%Q4 2016Q1 202321
Winslow Capital Management, LLC 11100.02%0.64%1.51%Q2 2013Q3 202321
CADENCE CAPITAL MANAGEMENT LLC 21210.05%0.21%0.50%Q3 2015Q3 202021
ALLSTATE CORP 2010.02%0.12%0.63%Q4 2016Q3 202321
CULBERTSON A N & CO INC 21210.10%0.33%0.48%Q3 2018Q3 202321
Hilltop Holdings Inc. 1830.04%0.08%0.13%Q1 2018Q3 202321
BANCED CORP 21210.22%1.10%1.39%Q4 2013Q4 201821
Capital International, Inc./CA/ 21210.01%0.06%0.19%Q3 2018Q3 202321
Covington Capital Management 21210.00%0.01%0.02%Q3 2017Q3 202221
Marshall Wace North America L.P. 1910.01%0.14%0.51%Q2 2013Q3 202121
First Dallas Securities Inc. 1510.08%0.24%0.42%Q4 2013Q3 202321
Manchester Capital Management LLC 1210.00%0.02%0.04%Q2 2013Q3 202321
BBVA USA Bancshares, Inc. 21210.18%0.46%0.70%Q1 2016Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.02%0.10%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.12%0.19%0.30%Q2 2013Q2 201821
SIMPLEX TRADING, LLC 510.00%0.05%0.17%Q4 2014Q2 202321
ETRADE Capital Management LLC 1810.00%0.04%0.07%Q2 2013Q3 202021
RNC CAPITAL MANAGEMENT LLC 21210.21%1.94%4.20%Q3 2018Q3 202321
CAPITAL ONE, NATIONAL ASSOCIATION 21210.03%0.05%0.09%Q2 2013Q2 201821
BANQUE PICTET & CIE SA 1140.01%0.05%0.09%Q1 2014Q3 202321
Pekin Hardy Strauss, Inc. 1470.04%0.09%0.18%Q2 2017Q3 202321
Cerity Partners LLC 1740.02%0.05%0.08%Q2 2017Q3 202321
Adirondack Research & Management Inc. 21210.13%0.22%0.33%Q1 2013Q1 201821
JNBA Financial Advisors 1310.00%0.00%0.02%Q2 2013Q3 202321
Lenox Wealth Advisors, LLC 910.00%0.01%0.02%Q4 2013Q1 202221
Perigon Wealth Management, LLC 1410.01%0.06%0.11%Q3 2011Q3 202321
Heritage Wealth Advisors 21210.02%0.03%0.04%Q3 2018Q3 202321
Dynamic Advisor Solutions LLC 21210.04%0.12%0.23%Q3 2018Q3 202321
Argent Trust Co 1740.12%0.47%0.71%Q4 2014Q3 202321
Ironwood Financial, llc 2010.00%0.00%0.01%Q4 2014Q3 202121
Regal Wealth Group, Inc. 21210.04%0.05%0.08%Q4 2015Q4 202021
BerganKDV Wealth Management, LLC 21210.01%0.02%0.04%Q2 2018Q2 202321
Sheaff Brock Investment Advisors, LLC 1410.02%0.09%0.36%Q4 2015Q3 202321
OneDigital Investment Advisors LLC 1410.00%0.02%0.04%Q2 2017Q3 202321
IHT Wealth Management, LLC 1380.01%0.06%0.21%Q4 2016Q3 202321
Gryphon Financial Partners LLC 1830.05%0.13%0.26%Q4 2017Q3 202321
Red Cedar Capital, LLC 21210.12%0.17%0.21%Q4 2017Q4 202221
Kingsview Wealth Management, LLC 750.00%0.04%0.12%Q1 2017Q3 202321
Cetera Investment Advisers 1430.00%0.06%0.11%Q2 2018Q3 202320
MGO ONE SEVEN LLC 1710.07%0.19%0.39%Q4 2017Q3 202320
Brinker Capital Investments, LLC 1010.00%0.07%0.19%Q1 2015Q4 202220
Legacy Bridge, LLC 20200.31%0.46%0.63%Q4 2018Q3 202320
Cipher Capital LP 810.04%0.43%0.91%Q3 2013Q3 202320
CENTAURUS FINANCIAL, INC. 1370.02%0.13%0.20%Q4 2017Q3 202320
Hanson & Doremus Investment Management 1730.00%0.01%0.02%Q1 2018Q3 202320
NewSquare Capital LLC 1710.00%0.00%0.00%Q4 2017Q3 202320
GREAT LAKES ADVISORS, LLC 1210.00%0.04%0.13%Q2 2013Q1 202320
Ninety One North America, Inc. 1460.15%0.40%1.18%Q3 2015Q2 202120
Trexquant Investment LP 610.03%0.31%0.65%Q1 2015Q2 202220
American Portfolios Advisors 20200.01%0.01%0.03%Q4 2017Q3 202220
Cresset Asset Management, LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
Mizuho Markets Cayman LP 820.00%0.39%2.92%Q1 2020Q3 202320
Canton Hathaway, LLC 20200.12%0.18%0.22%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.28%0.61%Q4 2013Q3 201820
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.21%0.28%0.33%Q2 2013Q1 201820
Wealthspire Advisors, L.P. 20200.02%0.06%0.12%Q4 2015Q3 202020
Oak Asset Management, LLC 1550.28%0.53%0.69%Q3 2018Q3 202320
INSIGHT 2811, INC. 20200.17%0.31%0.52%Q4 2018Q3 202320
CHICAGO EQUITY PARTNERS LLC 910.01%0.25%0.99%Q2 2013Q1 202020
Vident Investment Advisory, LLC 1410.02%0.05%0.10%Q4 2014Q2 202320
MONETARY MANAGEMENT GROUP INC 1370.02%0.03%0.04%Q4 2015Q3 202320
Glenview Trust Co 1710.02%0.14%0.23%Q4 2008Q3 202320
Avitas Wealth Management LLC 20200.58%1.02%1.34%Q4 2018Q3 202320
DELTEC ASSET MANAGEMENT LLC 20200.20%0.33%0.54%Q4 2018Q3 202320
Xcel Wealth Management, LLC 20200.40%0.90%1.44%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.06%0.09%0.11%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.10%0.22%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.08%0.11%0.16%Q1 2013Q4 201720
REIK & CO., LLC 1120.05%0.07%0.09%Q2 2014Q3 202320
Edge Capital Group, LLC 20200.02%0.63%1.23%Q4 2018Q3 202320
Kinneret Advisory, LLC 20200.07%0.28%0.98%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.06%0.11%0.17%Q4 2018Q3 202320
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1280.02%0.04%0.06%Q4 2013Q3 202320
Prestige Wealth Management Group LLC 20200.03%0.08%0.39%Q4 2018Q3 202320
WEALTHSOURCE PARTNERS, LLC 20200.02%0.04%0.08%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.09%0.16%0.28%Q4 2018Q3 202320
BLACKROCK ADVISORS LLC 15150.00%0.26%0.70%Q2 2013Q4 201620
GAM Holding AG 1730.01%0.10%0.22%Q2 2013Q3 201920
Wealthfront Advisers LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.11%0.30%Q3 2017Q2 202220
FinTrust Capital Advisors, LLC 20200.02%0.07%0.30%Q4 2018Q3 202320
NuWave Investment Management, LLC 710.00%0.43%1.62%Q2 2013Q1 202220
WEALTHFRONT Corp 19190.01%0.04%0.06%Q1 2014Q3 201819
TRAIN BABCOCK ADVISORS LLC 19190.22%0.58%2.18%Q2 2013Q4 201719
Altium Wealth Management LLC 19190.04%0.08%0.16%Q4 2017Q2 202219
GREENWOOD CAPITAL ASSOCIATES LLC 710.02%0.91%1.98%Q1 2015Q3 202319
Horizon Investments, LLC 1110.01%0.04%0.13%Q4 2014Q3 202319
PAYDEN & RYGEL 19190.78%1.71%2.44%Q4 2018Q2 202319
CHILTON CAPITAL MANAGEMENT LLC 1420.02%1.05%1.59%Q2 2013Q3 202319
Banque Cantonale Vaudoise 16160.01%0.17%0.41%Q4 2019Q3 202319
TSFG, LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
TELEMUS CAPITAL, LLC 19190.25%0.53%0.76%Q1 2019Q3 202319
HBK INVESTMENTS L P 510.00%0.05%0.28%Q3 2013Q2 202319
MARSHALL WACE ASIA Ltd 1810.25%3.11%8.59%Q2 2013Q2 202119
PGGM Investments 710.02%0.14%0.32%Q1 2013Q2 202319
CAPE COD FIVE CENTS SAVINGS BANK 1810.02%0.04%0.06%Q2 2018Q3 202319
Western Wealth Management, LLC 850.00%0.05%0.08%Q4 2018Q3 202319
Redpoint Investment Management Pty Ltd 1270.06%0.21%0.31%Q4 2017Q3 202219
Private Capital Group, LLC 19190.05%0.09%0.30%Q4 2017Q2 202219
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.01%0.02%Q3 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.05%0.09%0.13%Q1 2019Q3 202319
CX Institutional 19190.01%0.17%0.42%Q1 2019Q3 202319
Alpha Cubed Investments, LLC 720.02%0.28%1.08%Q2 2014Q2 202319
ValueAct Holdings 19196.41%9.12%12.95%Q2 2016Q4 202019
GHP Investment Advisors, Inc. 1210.01%0.02%0.05%Q1 2017Q3 202319
Parkside Investments, LLC 1810.00%0.20%0.29%Q3 2018Q3 202319
Horan Securities, Inc. 760.01%0.02%0.04%Q1 2017Q2 202319
GRAND JEAN CAPITAL MANAGEMENT INC 19190.18%3.07%5.73%Q1 2019Q3 202319
Clear Harbor Asset Management, LLC 1450.01%0.05%0.08%Q4 2018Q3 202319
Marathon Trading Investment Management LLC 510.00%0.08%0.38%Q4 2012Q3 202319
LAKE STREET ADVISORS GROUP, LLC 1630.02%0.07%0.17%Q4 2017Q3 202319
A.R.T. Advisors, LLC 710.01%0.58%4.34%Q3 2013Q1 202119
COMERICA SECURITIES,INC. 19190.04%0.18%0.29%Q1 2019Q3 202319
Burgundy Asset Management Ltd. 19190.01%0.01%0.02%Q2 2013Q4 201719
Zions Bancorporation, N.A. 19190.01%0.03%0.05%Q1 2019Q3 202319
Natixis Investment Managers International 1220.01%0.31%2.28%Q4 2014Q2 202219
IFG Advisory, LLC 1540.05%0.12%0.26%Q4 2017Q3 202319
COLDSTREAM CAPITAL MANAGEMENT INC 1110.02%0.11%0.33%Q3 2017Q3 202319
Perpetual Ltd 1220.01%0.03%0.04%Q2 2016Q3 202319
Cetera Advisors LLC 19190.00%0.02%0.03%Q1 2019Q3 202319
QVR LLC 430.00%0.08%0.22%Q1 2021Q4 202219
BEACON INVESTMENT ADVISORY SERVICES, INC. 19190.18%0.60%1.00%Q1 2019Q3 202319
Homrich & Berg 810.01%0.02%0.06%Q4 2014Q3 202119
Corient Capital Partners, LLC 1540.04%0.24%0.59%Q3 2016Q3 202219
BAROMETER CAPITAL MANAGEMENT INC. 710.09%1.54%3.70%Q1 2014Q4 202119
SteelPeak Wealth, LLC 1220.01%0.07%0.23%Q4 2019Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 1180.00%0.04%0.12%Q4 2014Q3 201919
SENTINEL TRUST CO LBA 1710.09%0.78%1.49%Q2 2013Q4 202119
Sunbelt Securities, Inc. 1180.04%0.10%0.24%Q1 2018Q3 202319
Allen Investment Management, LLC 1090.01%0.01%0.02%Q1 2018Q3 202319
Buckingham Capital Management, Inc. 19190.07%0.16%0.31%Q2 2014Q4 201819
WESTWOOD HOLDINGS GROUP INC 1210.01%0.17%0.65%Q4 2015Q3 202319
BURNEY CO/ 19190.05%0.33%0.63%Q1 2019Q3 202319
CenturyLink Investment Management Co 1810.24%0.44%0.60%Q1 2015Q1 202019
Assenagon Asset Management S.A. 1450.01%0.01%0.02%Q4 2018Q3 202319
Integrated Investment Consultants, LLC 1110.00%0.10%0.25%Q1 2016Q3 202319
First National Bank of South Miami 19190.04%0.08%0.16%Q4 2018Q2 202319
Clarius Group, LLC 19190.07%0.14%0.38%Q1 2019Q3 202319
Stuart Chaussee & Associates, Inc. 840.01%0.01%0.03%Q1 2017Q4 202218
IndexIQ Advisors LLC 18180.00%0.09%0.18%Q4 2017Q1 202218
Mariner Wealth Advisors-Cincinnati, LLC 1260.79%1.25%1.75%Q4 2013Q3 201818
TRUE Private Wealth Advisors 1610.01%0.09%0.11%Q3 2018Q3 202318
FIRST NATIONAL BANK OF OMAHA 1260.17%0.33%0.44%Q3 2014Q3 202318
IBERIABANK CORP 1530.03%0.16%0.31%Q2 2014Q2 202018
Hudson Bay Capital Management LP 910.03%0.14%0.26%Q2 2016Q1 202218
Sciencast Management LP 410.16%0.63%1.52%Q4 2015Q3 202318
Destination Wealth Management 1260.00%0.01%0.02%Q1 2018Q3 202318
PFS INVESTMENTS INC. 18180.03%0.29%0.69%Q1 2019Q2 202318
DAVIS R M INC 1210.01%0.01%0.01%Q3 2015Q3 202318
Migdal Insurance & Financial Holdings Ltd. 1410.00%0.69%1.26%Q1 2018Q3 202318
FULLER & THALER ASSET MANAGEMENT, INC. 1530.00%0.01%0.02%Q2 2013Q3 202318
DEPRINCE RACE & ZOLLO INC 18180.38%0.71%1.03%Q2 2013Q3 201718
Quantitative Investment Management, LLC 610.05%0.33%0.70%Q2 2013Q3 202218
RAY GERALD L & ASSOCIATES LTD 18180.04%0.05%0.06%Q2 2013Q3 201718
UBS AG 660.01%0.03%0.09%Q2 2013Q3 201418
FIDUCIARY TRUST INTERNATIONAL LLC 1610.02%0.13%0.24%Q2 2013Q4 201818
Walleye Capital LLC 510.02%0.12%0.40%Q3 2020Q3 202318
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.02%0.20%0.75%Q4 2013Q2 202318
CORNERCAP INVESTMENT COUNSEL INC 910.02%0.30%0.56%Q4 2014Q1 202218
Cowen Prime Services LLC 18180.00%0.00%0.01%Q1 2017Q2 202118
Numeric Investors LLC 1620.01%0.66%2.02%Q2 2013Q4 201718
Concert Wealth Management Inc. 16160.00%0.11%0.20%Q2 2013Q1 201718
BADGLEY PHELPS & BELL INC 18180.43%0.72%1.23%Q1 2017Q2 202118
Vestmark Advisory Solutions, Inc. 18180.05%0.19%0.32%Q1 2019Q2 202318
SENTINEL ASSET MANAGEMENT, INC. 18180.56%0.98%1.43%Q2 2013Q3 201718
GROUP ONE TRADING, L.P. 810.00%0.02%0.09%Q2 2013Q2 202218
KLINGENSTEIN FIELDS & CO LP 1350.01%0.04%0.06%Q2 2014Q4 201918
Virtu KCG Holdings LLC 16160.00%0.08%0.24%Q3 2013Q2 201718
Semmax Financial Advisors Inc. 1710.01%0.02%0.04%Q4 2018Q3 202318
Prime Capital Investment Advisors, LLC 1710.00%0.14%0.34%Q4 2018Q3 202318
HRT FINANCIAL LP 810.01%0.21%0.93%Q1 2018Q3 202318
Nationwide Fund Advisors 18180.09%0.16%0.20%Q2 2013Q3 201718
BlackRock Institutional Trust Company, N.A. 15150.00%0.17%0.25%Q2 2013Q4 201618
Bridgewater Associates 710.00%0.12%0.40%Q2 2013Q3 202318
STOCK YARDS BANK & TRUST CO 1440.02%0.06%0.14%Q1 2019Q3 202318
Legacy Financial Advisors, Inc. 1260.05%0.08%0.11%Q4 2017Q3 202318
Shulman DeMeo Asset Management LLC 990.13%0.22%0.72%Q1 2019Q3 202318
AGF INVESTMENTS INC. 1170.01%0.74%2.26%Q4 2014Q3 202218
M Holdings Securities, Inc. 1010.03%0.07%0.16%Q4 2013Q1 202318
THOMPSON DAVIS & CO., INC. 18180.01%0.03%0.06%Q2 2014Q3 201818
Commonwealth Equity Services, Inc 18180.02%0.03%0.04%Q2 2013Q3 201718
Lavaca Capital LLC 1010.00%0.12%0.17%Q4 2018Q3 202318
NIPPON LIFE INSURANCE CO 18180.04%0.08%0.12%Q2 2013Q3 201718
Qube Research & Technologies Ltd 910.06%0.26%0.58%Q1 2018Q3 202318
KLCM Advisors, Inc. 1310.04%0.08%0.12%Q4 2017Q3 202318
Catamount Wealth Management 18180.66%1.02%1.80%Q4 2014Q1 201918
Riverview Trust Co 1260.03%0.12%0.28%Q4 2018Q3 202318
UBP Investment Advisors SA 1710.61%0.77%1.29%Q4 2017Q3 202218
BlueCrest Capital Management Ltd 1010.02%0.13%0.34%Q3 2014Q3 202318
DAVIDSON & GARRARD INC 18180.06%0.16%0.30%Q2 2013Q3 201718
Strategic Wealth Partners, Ltd. 1020.00%0.19%1.10%Q1 2018Q1 202318
Verdence Capital Advisors LLC 1530.08%0.12%0.19%Q4 2017Q3 202318
Crestwood Advisors Group, LLC 18180.02%0.22%0.43%Q2 2019Q3 202318
OSSIAM 18180.00%0.32%0.95%Q2 2019Q3 202318
Laurel Wealth Advisors LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
BRAVE ASSET MANAGEMENT INC 1320.06%0.13%0.19%Q4 2013Q4 202117
BlackRock Group LTD 15150.00%0.18%0.28%Q2 2013Q4 201617
Diversified Trust Co 17170.02%0.04%0.05%Q4 2019Q4 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.01%0.09%0.17%Q2 2013Q2 201717
Miracle Mile Advisors, LLC 1110.01%0.06%0.24%Q1 2018Q3 202317
MARVIN & PALMER ASSOCIATES INC 1250.58%3.88%5.66%Q4 2014Q1 202317
WORLDQUANT MILLENNIUM ADVISORS LLC 1220.01%0.25%0.85%Q2 2018Q3 202317
Bay Harbor Wealth Management, LLC 17170.02%0.03%0.04%Q4 2018Q4 202217
AMG National Trust Bank 1430.02%0.03%0.04%Q4 2018Q3 202317
HERON FINANCIAL GROUP, LLC 15150.00%1.14%1.53%Q4 2019Q2 202317
EVOKE WEALTH, LLC 17170.02%0.02%0.04%Q3 2019Q3 202317
CITY HOLDING CO 1250.00%0.25%0.52%Q4 2014Q3 202317
ST GERMAIN D J CO INC 1310.00%0.31%0.64%Q4 2018Q4 202317
P.A.W. CAPITAL CORP 1610.46%0.80%1.30%Q1 2016Q3 202217
InterOcean Capital Group, LLC 12120.00%0.04%0.09%Q4 2020Q3 202317
PARK AVENUE SECURITIES LLC 1410.01%0.03%0.05%Q1 2019Q3 202317
MONROE BANK & TRUST/MI 630.01%0.02%0.03%Q2 2013Q2 201817
Independent Portfolio Consultants, Inc. 17170.08%0.25%0.72%Q2 2013Q2 201717
DONALDSON CAPITAL MANAGEMENT, LLC 1160.13%0.20%0.24%Q3 2017Q3 202317
Bull Street Advisors, LLC 17170.27%0.37%0.46%Q3 2019Q3 202317
Iowa State Bank 17170.32%1.19%1.68%Q3 2019Q3 202317
Barnett & Company, Inc. 17170.01%0.02%0.03%Q1 2016Q1 202017
BlackRock Investment Management, LLC 15150.00%0.27%0.47%Q2 2013Q4 201617
Gideon Capital Advisors, Inc. 610.08%0.83%1.45%Q4 2013Q3 201917
CAPSTONE ASSET MANAGEMENT CO 17170.09%0.17%0.38%Q2 2013Q2 201717
IBEX WEALTH ADVISORS 810.09%1.03%2.08%Q4 2016Q4 202217
Qtron Investments LLC 1520.13%0.19%0.32%Q2 2019Q3 202317
BRAUN STACEY ASSOCIATES INC 1340.02%0.62%1.19%Q4 2017Q3 202317
Truvvo Partners LLC 1110.11%0.21%0.32%Q4 2015Q2 202017
STRATEGY ASSET MANAGERS LLC 820.11%0.21%0.57%Q1 2015Q3 202317
Wealthspire Advisors, LLC 1610.00%0.03%0.06%Q4 2018Q3 202317
Alexandria Capital, LLC 17170.00%0.00%0.01%Q3 2013Q3 201717
MidWestOne Financial Group, Inc. 1340.07%0.09%0.30%Q2 2019Q3 202317
Empirical Finance, LLC 1610.02%0.21%0.33%Q4 2016Q3 202317
CONNORS INVESTOR SERVICES INC 17170.07%0.78%2.09%Q3 2019Q3 202317
SCHAFER CULLEN CAPITAL MANAGEMENT INC 17170.05%0.59%2.72%Q1 2017Q1 202117
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
Bell & Brown Wealth Advisors, LLC 810.16%0.20%0.25%Q4 2017Q2 202317
Avestar Capital, LLC 920.00%0.06%0.15%Q4 2017Q3 202317
Outlook Wealth Advisors, LLC 17170.17%0.24%0.36%Q4 2018Q4 202217
Hexavest Inc. 720.01%0.37%0.92%Q2 2013Q3 202117
Busey Bank 17170.02%0.03%0.04%Q3 2019Q3 202317
CORNERSTONE ADVISORS INC 980.08%0.42%0.55%Q3 2013Q4 201817
MACKAY SHIELDS LLC 17170.06%0.11%0.20%Q1 2018Q1 202217
Vivaldi Capital Management LP 1410.05%0.09%0.13%Q1 2019Q3 202317
Lenox Wealth Management, Inc. 980.00%0.01%0.03%Q4 2013Q2 201917
ExodusPoint Capital Management, LP 710.01%0.15%0.56%Q2 2019Q3 202317
CAPITAL GUARDIAN TRUST CO 1210.00%0.00%0.00%Q2 2013Q3 201817
COOKSON PEIRCE & CO INC 1160.01%1.63%4.12%Q4 2016Q3 202317
ZEKE CAPITAL ADVISORS, LLC 1340.04%0.11%0.19%Q4 2016Q4 202217
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.04%0.20%Q3 2019Q3 202317
SEEYOND 17170.01%0.07%0.36%Q4 2018Q4 202217
Formidable Asset Management, LLC 810.04%0.11%0.22%Q3 2013Q1 202217
HIGHLAND CAPITAL MANAGEMENT, LLC 930.02%0.46%1.08%Q2 2013Q3 202317
CHARTWELL INVESTMENT PARTNERS, LLC 17170.23%0.70%0.97%Q3 2019Q3 202317
IMA Wealth, Inc. 1510.00%0.22%0.90%Q2 2018Q3 202317
Vestcor Inc 16160.05%0.08%0.16%Q4 2019Q3 202316
Blue Chip Partners, LLC 16160.03%2.13%3.29%Q4 2019Q3 202316
Ellevest, Inc. 16160.00%0.02%0.05%Q2 2019Q1 202316
OGOREK ANTHONY JOSEPH /NY/ /ADV 16160.01%0.02%0.02%Q4 2019Q3 202316
Edgestream Partners, L.P. 1330.04%0.20%0.48%Q1 2018Q3 202316
GREENHAVEN ASSOCIATES INC 1510.01%2.99%12.31%Q3 2019Q3 202316
Taylor Wealth Management Partners 16160.01%0.02%0.16%Q1 2015Q4 201816
Transamerica Financial Advisors, Inc. 1240.00%0.04%0.15%Q2 2013Q3 202316
Core Alternative Capital 16161.64%2.10%2.47%Q4 2019Q3 202316
Global Wealth Management Investment Advisory, Inc. 1060.00%0.36%1.01%Q4 2018Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.01%0.02%Q2 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Handelsbanken Fonder AB 1410.01%0.13%0.17%Q4 2015Q3 202316
Timber Hill LLC 610.00%0.09%0.42%Q3 2013Q1 202016
JANICZEK WEALTH MANAGEMENT, LLC 1010.00%0.00%0.01%Q2 2018Q3 202316
Hillsdale Investment Management Inc. 1110.00%0.01%0.07%Q4 2016Q3 202316
Quantitative Systematic Strategies LLC 510.06%0.37%0.87%Q1 2015Q2 202116
Bayesian Capital Management, LP 710.04%0.29%0.99%Q3 2017Q3 202316
Rampart Investment Management Company, LLC 16160.06%0.21%0.42%Q3 2016Q2 202016
Ziegler Capital Management, LLC 1510.05%0.36%0.52%Q2 2013Q3 202316
Virtu Financial LLC 510.02%0.14%0.33%Q4 2016Q2 202316
Ensign Peak Advisors, Inc 16160.06%0.30%0.40%Q4 2019Q3 202316
Ethic Inc. 16160.26%0.44%0.66%Q4 2019Q3 202316
Summit Trail Advisors, LLC 1210.02%0.05%0.15%Q4 2017Q3 202316
DELTA LLOYD NV 16160.35%0.87%1.46%Q2 2013Q1 201716
Grisanti Capital Management LLC 16162.17%5.23%7.87%Q2 2013Q1 201716
Avantax Planning Partners, Inc. 1110.01%0.02%0.02%Q3 2017Q3 202316
WMS Partners, LLC 1210.03%0.06%0.10%Q2 2013Q1 202216
Mosaic Family Wealth, LLC 1420.05%0.11%0.27%Q4 2015Q4 202116
EP Wealth Advisors, LLC 710.00%0.01%0.02%Q1 2018Q3 202316
Private Portfolio Partners LLC 1410.09%0.14%0.18%Q2 2019Q3 202316
Atlas Private Wealth Management, LLC 16160.36%0.66%0.85%Q4 2019Q3 202316
BAHL & GAYNOR INC 1210.00%0.00%0.01%Q2 2015Q3 202316
Mount Yale Investment Advisors, LLC 910.01%0.07%0.12%Q1 2018Q3 202316
Sageworth Trust Co 1510.00%0.00%0.02%Q2 2018Q4 202216
Relyea Zuckerberg Hanson LLC 16160.22%0.33%0.49%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.08%0.29%0.42%Q4 2019Q3 202316
IFG Advisors, LLC 1420.17%0.23%0.31%Q3 2019Q3 202316
CMT Capital Markets Trading GmbH 610.00%0.03%0.13%Q4 2015Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.04%0.13%Q4 2019Q3 202316
Koshinski Asset Management, Inc. 16160.14%0.19%0.26%Q4 2019Q3 202316
Bison Wealth, LLC 1210.14%0.35%0.93%Q4 2014Q3 202316
GFG Capital, LLC 16160.15%0.26%0.35%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.13%0.39%0.67%Q4 2019Q3 202316
Ranch Capital Advisors Inc. 16160.00%0.24%0.42%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.06%0.16%0.43%Q2 2013Q1 201716
OLD SECOND NATIONAL BANK OF AURORA 16160.01%1.16%1.71%Q4 2019Q3 202316
Gleason Group, Inc. 16160.03%0.05%0.19%Q4 2019Q3 202316
Belpointe Asset Management LLC 1410.03%0.10%0.18%Q3 2017Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.02%0.03%Q4 2019Q3 202316
EASTERLY INVESTMENT PARTNERS LLC 1110.07%1.99%4.20%Q1 2019Q3 202316
Sculati Wealth Management, LLC 16161.28%1.60%1.85%Q4 2019Q3 202316
Rock Creek Group, LP 1150.01%0.14%0.60%Q2 2019Q3 202316
INTERACTIVE FINANCIAL ADVISORS, INC. 16160.04%0.06%0.10%Q1 2019Q4 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.10%0.18%Q4 2019Q3 202316
GLG LLC 16160.20%0.46%0.72%Q1 2014Q4 201716
Great Diamond Partners, LLC 16160.55%0.69%0.95%Q4 2019Q3 202316
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.05%0.20%0.26%Q4 2019Q3 202316
Congress Park Capital LLC 1060.11%0.23%0.40%Q4 2017Q3 202316
Symmetry Partners, LLC 16160.07%0.16%0.22%Q1 2020Q4 202316
Integrated Advisors Network LLC 16160.14%0.33%0.54%Q4 2019Q3 202316
Vectors Research Management, LLC 16160.00%0.13%1.80%Q3 2018Q2 202216
MARINO, STRAM & ASSOCIATES LLC 910.00%0.12%0.23%Q4 2017Q3 202316
Quilter Plc 16160.02%0.02%0.03%Q4 2019Q3 202316
Lombard Odier Asset Management (USA) Corp 410.03%0.24%0.43%Q2 2015Q3 202316
Column Capital Advisors, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
TWIN FOCUS CAPITAL PARTNERS, LLC 1150.06%0.09%0.19%Q4 2018Q2 202316
Parcion Private Wealth LLC 16160.06%0.09%0.11%Q4 2019Q3 202316
Quadrature Capital Ltd 610.02%0.34%1.93%Q3 2015Q3 202216
Winslow, Evans & Crocker, Inc. 1110.00%0.01%0.12%Q4 2013Q4 202016
ATLAS CAPITAL ADVISORS LLC 1240.00%0.09%0.38%Q1 2018Q3 202316
MASTRAPASQUA ASSET MANAGEMENT INC 1330.03%0.20%0.92%Q2 2015Q3 202316
Strategic Investment Advisors / MI 1410.07%0.16%0.24%Q4 2019Q3 202315
Harbor Advisors LLC 1210.06%0.11%0.14%Q4 2017Q3 202315
Oliver Luxxe Assets LLC 15151.29%1.64%1.83%Q1 2020Q3 202315
Venturi Wealth Management, LLC 15150.04%0.08%0.10%Q1 2020Q3 202315
Sandhill Capital Partners LLC 15152.10%2.59%3.40%Q2 2013Q4 201615
Jabre Capital Partners S.A. 810.26%0.92%1.79%Q3 2013Q2 201815
Advisor Group, Inc. 15150.02%0.05%0.06%Q2 2016Q4 201915
Capital International Investors 810.05%0.27%0.56%Q3 2015Q3 202315
Xact Kapitalforvaltning AB 15150.17%0.26%0.34%Q3 2016Q1 202015
OSAIC HOLDINGS, INC. 15150.02%0.04%0.06%Q1 2020Q3 202315
Freedom Investment Management, Inc. 1110.02%0.03%0.04%Q1 2017Q2 202315
ARGENT CAPITAL MANAGEMENT LLC 15150.47%0.72%0.85%Q1 2020Q3 202315
Cribstone Capital Management, LLC 1410.00%0.03%0.05%Q2 2016Q2 202215
Tributary Capital Management, LLC 1230.02%0.05%0.13%Q2 2015Q3 202315
Patten Group, Inc. 15150.02%0.03%0.08%Q2 2015Q4 201815
Lee Financial Co 870.00%0.01%0.08%Q1 2019Q3 202315
Clearstead Advisors, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
AlphaCrest Capital Management LLC 870.06%0.30%1.03%Q4 2018Q3 202215
Quinn Opportunity Partners LLC 820.03%0.98%2.89%Q1 2016Q3 202015
BRIGHTON JONES LLC 1410.02%0.04%0.05%Q4 2019Q3 202315
BAILARD, INC. 1410.04%0.49%0.73%Q2 2015Q3 202315
BI Asset Management Fondsmaeglerselskab A/S 15150.10%0.30%0.80%Q1 2020Q3 202315
Rossmore Private Capital 1410.06%0.08%0.14%Q4 2017Q3 202315
Cedar Mountain Advisors, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
AGF Investments LLC 510.00%0.01%0.08%Q4 2016Q2 202215
Snowden Capital Advisors LLC 810.01%0.05%0.10%Q1 2017Q3 202315
Nikko Asset Management Americas, Inc. 15150.01%0.03%0.06%Q4 2013Q2 201715
BlackRock Japan Co. Ltd 15150.18%0.23%0.29%Q2 2013Q4 201615
JOHNSON INVESTMENT COUNSEL INC 1210.00%0.00%0.01%Q4 2013Q3 202315
BlueMar Capital Management, LLC 15150.48%2.34%3.50%Q2 2016Q4 201915
BlackRock Fund Advisors 15150.10%0.14%0.17%Q2 2013Q4 201615
Virtus Fund Advisers, LLC 15150.06%0.43%0.99%Q2 2014Q4 201715
Acropolis Investment Management, LLC 15150.03%0.12%0.20%Q1 2020Q3 202315
ATWOOD & PALMER INC 1140.00%0.00%0.00%Q3 2014Q3 202315
ROCKEFELLER FINANCIAL SERVICES INC 1320.00%0.00%0.00%Q2 2013Q4 201715
SOUND SHORE MANAGEMENT INC /CT/ 15151.98%3.23%4.15%Q2 2019Q4 202215
BOK Financial Private Wealth, Inc. 15150.18%0.28%0.40%Q1 2020Q3 202315
NEVILLE RODIE & SHAW INC 1320.04%0.18%0.39%Q3 2018Q4 202315
Blueshift Asset Management, LLC 710.02%0.21%0.60%Q1 2019Q3 202315
Visionary Wealth Advisors 1410.04%0.05%0.06%Q4 2019Q3 202315
SECOR Capital Advisors, LP 310.03%0.12%0.25%Q1 2014Q1 201915
ROCKY MOUNTAIN ADVISERS, LLC 15150.03%0.07%0.09%Q1 2020Q3 202315
Capital Markets Trading UK LLP 610.01%0.04%0.12%Q1 2018Q3 202315
Icon Wealth Partners, LLC 610.02%0.08%0.27%Q4 2017Q3 202315
GRANDFIELD & DODD, LLC 1140.02%0.03%0.04%Q3 2013Q3 202315
AVANTAX ADVISORY SERVICES, INC. 1410.01%0.04%0.06%Q4 2019Q3 202315
PARADIGM ASSET MANAGEMENT CO LLC 830.08%0.28%0.38%Q3 2013Q3 202315
Bogart Wealth, LLC 15150.01%0.16%0.61%Q1 2020Q3 202315
ARGI Investment Services, LLC 1410.01%0.03%0.04%Q3 2018Q4 202215
PRIVATE ASSET MANAGEMENT INC 1230.03%0.04%0.06%Q1 2017Q3 202315
DSC Advisors, L.P. 1130.12%5.52%12.82%Q4 2018Q3 202215
Strategic Financial Services, Inc, 15150.03%0.03%0.04%Q1 2020Q3 202315
Ariel Investments 15150.06%0.07%0.10%Q2 2013Q4 201615
BDO Wealth Advisors, LLC 1230.00%0.01%0.02%Q3 2019Q2 202315
Stratos Wealth Advisors, LLC 1410.02%0.10%0.20%Q4 2018Q3 202315
CHEMUNG CANAL TRUST CO 15150.30%0.70%1.87%Q2 2020Q4 202315
Eudaimonia Partners, LLC 870.06%0.09%0.15%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.04%0.11%0.17%Q1 2020Q3 202315
Robotti & Company 15150.09%0.15%0.21%Q1 2020Q3 202315
RITHOLTZ WEALTH MANAGEMENT 1410.07%0.13%0.18%Q4 2017Q3 202315
Boston Trust Walden Corp 830.00%0.00%0.00%Q1 2018Q2 202315
Baker Avenue Asset Management, LP 920.01%0.44%1.20%Q2 2013Q3 202315
MARATHON CAPITAL MANAGEMENT 640.07%0.08%0.12%Q4 2017Q3 202315
Jupiter Wealth Management LLC 15152.01%3.46%4.36%Q1 2020Q3 202315
Brightworth 15150.65%0.90%1.11%Q1 2019Q3 202215
Assured Investment Management LLC 810.00%0.04%0.12%Q1 2014Q1 201915
AXIOM INVESTORS LLC /DE 1230.06%0.97%1.96%Q2 2013Q3 201815
South Dakota Investment Council 1320.00%0.28%0.72%Q3 2014Q3 202215
YorkBridge Wealth Partners, LLC 1140.09%0.19%0.44%Q4 2016Q4 202215
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 710.02%1.38%2.62%Q3 2014Q3 202315
CULLINAN ASSOCIATES INC 870.02%0.36%0.84%Q2 2018Q3 202315
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1320.01%1.03%2.72%Q4 2017Q3 202315
HIGH POINT BANK & TRUST CO 15150.01%0.02%0.04%Q2 2013Q4 201615
AR ASSET MANAGEMENT INC 15150.16%0.25%0.31%Q1 2020Q3 202315
Vantage Financial Partners Ltd., Inc. 1050.16%0.29%0.42%Q4 2019Q3 202315
V Wealth Advisors LLC 1110.05%0.08%0.12%Q2 2017Q2 202315
FORSTA AP-FONDEN 15150.20%0.28%0.34%Q1 2020Q3 202315
IPG Investment Advisors LLC 810.08%0.29%0.89%Q4 2016Q3 202315
Hudock, Inc. 15150.00%0.08%0.13%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.02%0.08%Q1 2020Q3 202315
TRUST CO OF VIRGINIA /VA 1050.03%0.27%0.68%Q2 2013Q3 201815
HHM Wealth Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
NORTHPOINTE CAPITAL LLC 610.10%0.41%0.93%Q4 2013Q2 201915
OFI Advisors LLC 1140.23%0.26%0.31%Q3 2011Q3 201515
DEERE & CO 14140.16%0.20%0.26%Q2 2013Q3 201614
Raab & Moskowitz Asset Management LLC 1210.05%0.08%0.10%Q3 2018Q3 202314
BOOTHBAY FUND MANAGEMENT, LLC 310.00%0.06%0.39%Q4 2014Q1 202314
Circle Wealth Management, LLC 14140.01%0.08%0.12%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.02%0.03%Q2 2020Q3 202314
FIRST QUADRANT LLC/CA 1310.00%0.12%0.42%Q2 2013Q2 202014
Railway Pension Investments Ltd 14140.13%0.61%1.24%Q4 2018Q1 202214
WELCH CAPITAL PARTNERS LLC/NY 14141.75%4.03%5.05%Q2 2013Q3 201614
Nicholas Hoffman & Company, LLC. 13130.02%0.05%0.09%Q3 2020Q3 202314
Krilogy Financial LLC 1110.00%0.02%0.12%Q3 2015Q1 202314
Mizuho Asset Management Co.,Ltd. 14140.28%0.41%0.60%Q2 2013Q3 201614
BANK HAPOALIM BM 14140.02%0.16%0.34%Q4 2018Q1 202214
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Maple Capital Management, Inc. 14140.67%2.12%2.68%Q2 2020Q3 202314
Pinnacle Wealth Planning Services, Inc. 1220.06%0.10%0.23%Q4 2017Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
Fiera Capital Corp 1310.00%0.01%0.03%Q4 2013Q2 201714
CVA Family Office, LLC 14140.04%0.07%0.11%Q2 2020Q3 202314
NEW VERNON INVESTMENT MANAGEMENT LLC 1131.04%1.99%5.36%Q2 2013Q3 202314
JAMES INVESTMENT RESEARCH INC 730.00%0.03%0.08%Q2 2016Q4 202114
SRB CORP 14140.02%0.03%0.05%Q2 2015Q3 201814
BRASADA CAPITAL MANAGEMENT, LP 1210.00%0.28%0.45%Q3 2018Q3 202314
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1130.00%2.83%4.28%Q4 2019Q3 202314
Polaris Wealth Advisory Group, LLC 860.02%1.34%2.28%Q2 2017Q3 202314
RELIANCE TRUST CO OF DELAWARE 710.03%0.04%0.08%Q2 2013Q3 201814
Banco de Sabadell, S.A 14140.06%0.20%0.84%Q4 2017Q1 202114
Chesapeake Wealth Management 1130.07%0.35%0.60%Q1 2018Q3 202314
Donald L. Hagan, LLC 14140.28%0.51%0.79%Q2 2020Q3 202314
XPONANCE, INC. 14140.14%0.20%0.27%Q2 2020Q3 202314
ADELL HARRIMAN & CARPENTER INC 1040.01%0.23%0.42%Q1 2018Q3 202314
Dai-ichi Life Holdings, Inc. 14140.09%0.20%0.27%Q2 2013Q3 201614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 710.00%0.17%0.28%Q4 2014Q3 202314
Financial Gravity Asset Management, Inc. 1220.00%0.05%0.12%Q2 2018Q3 202314
J.W. COLE ADVISORS, INC. 1310.04%0.06%0.08%Q4 2019Q3 202314
Wealthstreet Investment Advisors, LLC 14140.05%0.06%0.07%Q4 2017Q1 202114
PARSONS CAPITAL MANAGEMENT INC/RI 14140.03%0.07%0.11%Q2 2020Q3 202314
Laurel Grove Capital, LLC 14140.15%0.34%0.70%Q2 2014Q3 201714
Advisors Capital Management, LLC 1220.01%0.03%0.14%Q4 2019Q3 202314
CALTON & ASSOCIATES, INC. 520.05%0.10%0.19%Q4 2017Q2 202314
Realta Investment Advisors 1040.02%0.05%0.08%Q1 2019Q3 202314
Mn Services Vermogensbeheer B.V. 14140.11%0.23%0.30%Q1 2016Q2 201914
Vanguard Capital Wealth Advisors 1210.21%0.75%1.20%Q4 2017Q3 202314
United American Securities Inc. (d/b/a UAS Asset Management) 14140.41%2.79%4.65%Q2 2013Q3 201614
GREAT VALLEY ADVISOR GROUP, INC. 14140.03%0.03%0.04%Q2 2020Q3 202314
Game Creek Capital, LP 730.08%0.21%0.50%Q1 2018Q4 202114
BLUEFIN CAPITAL MANAGEMENT, LLC 710.00%0.06%0.33%Q4 2020Q3 202314
Freestone Capital Holdings, LLC 1010.01%0.02%0.06%Q3 2013Q3 202314
Freedom Day Solutions, LLC 14140.32%1.03%1.40%Q2 2020Q3 202314
ADAMS DIVERSIFIED EQUITY FUND, INC. 14140.56%1.10%1.50%Q2 2020Q3 202314
Grantham, Mayo, Van Otterloo & Co. LLC 1010.00%0.05%0.09%Q2 2013Q3 202314
Vanguard Personalized Indexing Management, LLC 14140.15%0.25%0.36%Q2 2020Q3 202314
PDT Partners, LLC 810.04%0.67%1.26%Q2 2013Q4 201814
Illinois Municipal Retirement Fund 14140.09%0.18%0.36%Q2 2020Q3 202314
Mint Tower Capital Management B.V. 210.01%0.33%1.07%Q1 2018Q3 202314
USS Investment Management Ltd 14140.01%0.17%0.28%Q2 2020Q3 202314
K2 PRINCIPAL FUND, L.P. 720.07%0.46%0.76%Q1 2017Q2 202014
Annex Advisory Services, LLC 1110.03%0.28%1.00%Q3 2017Q3 202314
EXCHANGE TRADED CONCEPTS, LLC 1110.00%0.12%0.68%Q4 2019Q4 202314
Integrated Wealth Concepts LLC 14140.01%0.04%0.07%Q2 2020Q3 202314
Schooner Investment Group, LLC. 14140.34%0.61%1.03%Q2 2013Q3 201614
LFA - Lugano Financial Advisors SA 1010.03%0.04%0.07%Q2 2019Q3 202314
PERSONAL CFO SOLUTIONS, LLC 14140.00%0.10%0.13%Q2 2020Q3 202314
First Command Financial Services, Inc. 860.00%0.01%0.02%Q4 2017Q2 202214
HL FINANCIAL SERVICES LLC 810.01%0.03%0.08%Q3 2013Q1 201914
Cupps Capital Management, LLC 14140.00%0.09%0.28%Q2 2013Q3 201614
Wealth Alliance 14140.05%0.10%0.16%Q2 2020Q3 202314
First Command Bank 860.00%0.01%0.02%Q4 2017Q2 202214
Principal Street Partners, LLC 14141.07%1.50%2.10%Q2 2020Q3 202314
Dynamic Capital Management Ltd 410.03%0.15%0.32%Q2 2013Q3 201814
Atlas Private Wealth Advisors 14140.34%0.48%0.57%Q2 2020Q3 202314
Teza Capital Management LLC 410.04%0.42%1.39%Q4 2016Q2 202314
Prudent Man Advisors, LLC 14140.65%0.80%1.01%Q2 2020Q3 202314
ASSET MANAGEMENT CORP /IL/ /ADV 14140.20%0.35%0.57%Q4 2019Q1 202314
FIRST MERCANTILE TRUST CO 950.00%0.02%0.05%Q2 2013Q2 202014
Moors & Cabot, Inc. 13130.00%0.08%0.15%Q3 2020Q3 202314
Dynamic Technology Lab Private Ltd 410.08%0.25%0.57%Q4 2013Q2 202214
JD CAPITAL MANAGEMENT LLC 440.28%2.27%9.82%Q1 2014Q4 202014
Ruggie Capital Group 1210.00%0.01%0.21%Q4 2014Q4 201814
Williams Jones Wealth Management, LLC. 14140.01%0.04%0.05%Q2 2020Q3 202314
Corsair Capital Management 1310.05%0.20%0.30%Q3 2013Q3 202314
I.G. INVESTMENT MANAGEMENT, LTD. 14140.02%0.04%0.12%Q2 2013Q3 201614
Global Financial Private Capital, Inc 14140.08%0.12%0.16%Q1 2017Q2 202014
AMF Tjanstepension AB 1040.01%0.87%1.87%Q4 2014Q3 202314
Fieldpoint Private Securities, LLC 720.00%0.04%0.06%Q2 2017Q2 202214
BENJAMIN EDWARDS INC 14140.01%0.04%0.12%Q2 2020Q3 202314
Redhawk Wealth Advisors, Inc. 1210.07%0.11%0.19%Q3 2018Q3 202314
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1020.00%0.07%0.31%Q4 2019Q3 202314
Trust Asset Management LLC 1310.00%0.13%0.19%Q2 2018Q3 202314
MSI Financial Services Inc 950.01%0.03%0.07%Q2 2013Q4 201614
MAVERICK CAPITAL LTD 1310.00%0.06%0.11%Q2 2018Q2 202314
EXENCIAL WEALTH ADVISORS, LLC 1210.00%0.02%0.03%Q1 2013Q3 202314
RMR Wealth Builders 1210.05%0.10%0.18%Q4 2019Q3 202314
Dakota Wealth Management 1210.04%0.10%0.16%Q2 2018Q3 202313
FIRST NIAGARA BANK 13130.10%0.14%0.16%Q2 2013Q2 201613
Capital International Sarl 1120.01%0.25%0.79%Q4 2019Q3 202313
Arete Wealth Advisors, LLC 1210.02%0.04%0.08%Q3 2018Q3 202313
Tidal Investments LLC 1210.03%0.06%0.09%Q4 2019Q3 202313
MOORE CAPITAL MANAGEMENT, LP 310.09%0.80%2.01%Q1 2014Q2 202113
PREMIER ASSET MANAGEMENT LLC 850.04%1.80%3.24%Q1 2014Q3 202213
Larson Financial Group LLC 1120.00%0.01%0.02%Q1 2020Q3 202313
Pineno Levin & Ford Asset Management, Inc. 850.08%0.12%0.16%Q4 2017Q4 202113
SkyOak Wealth, LLC 13130.83%1.15%1.34%Q3 2020Q3 202313
First Citizens Financial Corp 1120.20%0.32%0.53%Q2 2020Q3 202313
Baldwin Investment Management, LLC 13130.21%0.30%0.35%Q3 2020Q3 202313
Equitable Holdings, Inc. 1210.01%0.02%0.03%Q4 2019Q3 202313
Ironwood Investment Counsel, LLC 1210.07%0.24%0.32%Q2 2020Q3 202313
Key FInancial Inc 1210.05%0.08%0.09%Q1 2020Q3 202313
abrdn Investment Management Ltd 720.01%0.10%0.54%Q2 2013Q2 201713
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1030.01%0.03%0.06%Q4 2019Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.11%0.35%0.54%Q3 2020Q3 202313
Kore Private Wealth LLC 820.01%0.04%0.08%Q4 2018Q3 202213
LINCOLN NATIONAL CORP 1210.01%0.05%0.08%Q4 2017Q3 202313
Hills Bank & Trust Co 13130.04%0.12%0.19%Q3 2020Q3 202313
Argent Advisors, Inc. 1210.09%0.12%0.15%Q4 2019Q3 202313
Parametric Risk Advisors LLC 13130.02%0.46%0.93%Q3 2013Q3 201613
DAVENPORT & Co LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Intercontinental Wealth Advisors, LLC 850.07%0.08%0.11%Q4 2018Q1 202213
Caption Management, LLC 610.01%0.13%0.62%Q3 2018Q3 202213
Pinnacle Bancorp, Inc. 1210.00%0.11%0.15%Q1 2017Q3 202313
Varma Mutual Pension Insurance Co 13130.03%0.05%0.07%Q3 2020Q3 202313
JACKSON SQUARE CAPITAL, LLC 1120.00%0.13%0.21%Q2 2020Q3 202313
Moloney Securities Asset Management, LLC 850.04%0.22%0.54%Q1 2020Q3 202313
Allred Capital Management, LLC 1210.00%0.17%0.21%Q4 2019Q3 202313
Perennial Advisors, LLC 910.00%0.01%0.01%Q4 2016Q2 202113
KMG FIDUCIARY PARTNERS, LLC 1210.19%0.35%0.67%Q1 2020Q3 202313
AM INVESTMENT STRATEGIES LLC 13130.22%0.38%0.49%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.24%0.30%0.39%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.00%0.02%Q3 2020Q3 202313
FOSTER & MOTLEY INC 13130.04%0.19%0.24%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.06%0.10%Q3 2020Q3 202313
Jackson Creek Investment Advisors LLC 13130.16%0.27%0.49%Q3 2020Q3 202313
Gladstone Institutional Advisory LLC 13130.03%0.10%0.23%Q3 2020Q3 202313
Pendal Group Ltd 710.00%0.02%0.09%Q2 2017Q4 202213
Modera Wealth Management, LLC 1120.03%0.12%0.25%Q3 2014Q3 202313
Capital Directions Investment Advisors, LLC 610.01%0.03%0.05%Q2 2018Q4 202213
Calvert Investment Management, Inc. 1030.12%0.58%1.00%Q2 2013Q4 201613
ASSOCIATED BANC-CORP 540.01%0.02%0.05%Q1 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.05%0.11%Q3 2020Q3 202313
FLAGSHIP HARBOR ADVISORS, LLC 1030.00%0.01%0.03%Q2 2018Q3 202213
Berkshire Bank 13130.05%0.13%0.20%Q3 2020Q3 202313
UBS OCONNOR LLC 310.00%0.11%0.21%Q2 2013Q3 201813
Jacobi Capital Management LLC 1120.00%0.01%0.03%Q3 2018Q4 202113
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.09%0.30%Q1 2014Q3 201813
HANSEATIC MANAGEMENT SERVICES INC 810.01%0.57%0.90%Q2 2013Q2 201813
IMPAX ASSET MANAGEMENT LLC 13130.02%1.60%2.48%Q2 2013Q2 201613
ALERUS FINANCIAL NA 13130.03%0.25%0.53%Q3 2020Q3 202313
JFS WEALTH ADVISORS, LLC 1210.00%0.00%0.01%Q4 2017Q3 202313
Lokken Investment Group LLC 1210.31%0.47%0.54%Q1 2012Q3 202313
D L CARLSON INVESTMENT GROUP INC 13131.01%1.17%1.38%Q3 2020Q3 202313
LIBERTY WEALTH MANAGEMENT LLC 1210.00%0.01%0.06%Q4 2018Q1 202313
Springhouse Capital Management, LP 853.90%8.83%13.36%Q4 2015Q3 202013
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
NS Partners Ltd 13130.80%1.16%1.72%Q2 2015Q2 201813
Frisch Financial Group, Inc. 1210.11%0.14%0.17%Q4 2019Q3 202313
Strategic Blueprint, LLC 13130.06%0.09%0.15%Q3 2020Q3 202313
FSI GROUP, LLC 611.50%3.16%5.33%Q2 2013Q3 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.15%0.33%Q3 2020Q3 202313
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13130.03%0.33%1.41%Q3 2020Q3 202313
ASPIRIANT, LLC 720.01%0.02%0.06%Q4 2013Q3 202313
First Personal Financial Services 910.00%0.02%0.04%Q1 2016Q4 202013
Arbor Investment Advisors, LLC 13130.06%0.11%0.13%Q3 2020Q3 202313
Maven Securities LTD 410.01%0.03%0.17%Q3 2019Q3 202313
Leisure Capital Management 850.11%0.34%0.94%Q3 2017Q4 202213
Occidental Asset Management, LLC 12120.50%0.65%0.72%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.08%0.55%1.26%Q4 2020Q3 202312
Sugarloaf Wealth Management, LLC 12120.00%0.00%0.02%Q4 2019Q3 202212
A. D. Beadell Investment Counsel, Inc. 12121.26%2.00%2.72%Q4 2020Q3 202312
Centric Wealth Management 1110.06%0.12%0.14%Q2 2020Q3 202312
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.01%0.01%Q2 2017Q3 202312
NORTHEAST INVESTMENT MANAGEMENT 12120.02%0.15%0.20%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.27%0.36%0.59%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.87%1.07%1.20%Q4 2020Q3 202312
Hudson Canyon Capital Management 12121.42%1.71%1.98%Q4 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.05%0.27%0.51%Q4 2016Q3 201912
CoreFirst Bank & Trust 12120.04%0.05%0.06%Q4 2020Q3 202312
Mutual Advisors, LLC 12120.03%0.04%0.08%Q4 2020Q3 202312
Prospera Financial Services Inc 1110.04%0.24%0.45%Q3 2020Q3 202312
VALLEY WEALTH MANAGERS, INC. 12121.52%1.73%2.01%Q4 2020Q3 202312
Brookstone Capital Management 1020.01%0.02%0.02%Q2 2015Q3 202312
AEGON ASSET MANAGEMENT UK PLC 910.01%0.64%1.24%Q1 2015Q2 202312
Tyers Asset Management LLC 12120.03%0.18%0.32%Q4 2016Q3 201912
DT Investment Partners, LLC 12120.03%0.05%0.07%Q4 2020Q3 202312
FORTEM FINANCIAL GROUP, LLC 12120.05%0.24%0.45%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.19%0.28%0.38%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12120.10%0.22%0.41%Q4 2020Q3 202312
Capital Investment Advisory Services, LLC 840.01%0.05%0.09%Q4 2018Q3 202312
Newbridge Financial Services Group, Inc. 12120.00%0.08%0.15%Q3 2020Q2 202312
Glen Harbor Capital Management LLC 12120.01%0.08%0.15%Q4 2016Q3 201912
Risk Paradigm Group, LLC 840.01%0.04%0.20%Q1 2015Q1 201812
Interchange Capital Partners, LLC 12120.19%0.52%1.08%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.04%0.06%0.07%Q4 2020Q3 202312
SECURITY ASSET MANAGEMENT 810.04%0.06%0.11%Q4 2016Q1 202112
LEAVELL INVESTMENT MANAGEMENT, INC. 1110.02%0.10%0.14%Q2 2010Q3 202312
MCMILLION CAPITAL MANAGEMENT INC 710.00%0.37%0.71%Q2 2019Q2 202312
Flinton Capital Management LLC 12120.04%0.22%0.40%Q4 2016Q3 201912
TLP GROUP LLC 12120.20%1.58%9.96%Q1 2016Q4 201812
Fortis Advisors, LLC 12120.05%0.06%0.07%Q4 2020Q3 202312
MERIDIAN INVESTMENT COUNSEL INC. 12120.22%0.25%0.28%Q4 2020Q3 202312
Artemis Investment Management LLP 620.05%0.30%0.63%Q2 2015Q3 202112
Ohio National Investments, Inc. 12120.16%0.21%0.24%Q2 2013Q1 201612
Sepio Capital, LP 910.02%0.09%0.39%Q4 2018Q3 202312
Waterfront Wealth Inc. 12120.15%0.30%0.43%Q4 2020Q3 202312
EQUITABLE TRUST CO 12120.14%0.17%0.24%Q2 2020Q1 202312
NBT BANK N A /NY 12120.03%0.04%0.06%Q4 2020Q3 202312
Concord Wealth Partners 12120.00%0.11%0.14%Q4 2020Q3 202312
EVERGREEN CAPITAL MANAGEMENT LLC 1110.01%0.02%0.03%Q4 2019Q3 202312
Curbstone Financial Management Corp 12120.09%0.11%0.12%Q1 2021Q4 202312
Richard P Slaughter Associates Inc 840.10%1.01%1.75%Q4 2019Q4 202312
Waldron Private Wealth LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Morse Asset Management, Inc 12120.33%0.71%0.98%Q4 2020Q3 202312
MATHER GROUP, LLC. 12120.01%0.02%0.02%Q4 2020Q3 202312
Gerstein Fisher 12120.02%0.05%0.07%Q4 2013Q3 201612
Apollon Wealth Management, LLC 1110.02%0.09%0.13%Q2 2020Q3 202312
Maltin Wealth Management, Inc. 12120.21%0.43%0.58%Q4 2020Q3 202312
SlateStone Wealth, LLC 750.06%0.13%0.29%Q1 2019Q3 202312
Capital Bank & Trust Co 12120.00%0.00%0.00%Q2 2017Q1 202012
PartnerRe Asset Management CORP 12120.13%0.17%0.21%Q2 2013Q1 201612
GRIFFIN ASSET MANAGEMENT, INC. 1110.01%0.24%0.31%Q2 2019Q3 202312
Berman Capital Advisors, LLC 12120.01%0.02%0.04%Q4 2018Q3 202112
Odey Asset Management Group Ltd 750.01%0.69%1.68%Q4 2016Q4 202112
Asio Capital, LLC 12120.51%0.76%0.99%Q4 2020Q3 202312
SSI INVESTMENT MANAGEMENT LLC 930.01%0.02%0.02%Q2 2013Q1 202312
Trust Investment Advisors 12121.20%1.34%1.52%Q4 2020Q3 202312
Somerset Trust Co 12120.43%0.53%0.59%Q1 2021Q4 202312
Pinnacle Wealth Management Advisory Group, LLC 12120.50%0.59%0.72%Q4 2020Q3 202312
Cito Capital Group, LLC 12122.27%2.85%3.68%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.04%0.06%0.07%Q4 2020Q3 202312
Columbia Trust Co 01012016 12120.20%0.51%0.62%Q4 2020Q3 202312
Carlson Capital Management 12120.03%0.04%0.05%Q4 2020Q3 202312
Hamilton Capital, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
Wellington Shields Capital Management, LLC 1110.02%0.04%0.06%Q1 2016Q3 202312
Platte River Wealth Advisors, LLC 1110.12%0.18%0.35%Q4 2019Q3 202312
Lazard Freres Gestion S.A.S. 12121.26%1.70%2.07%Q4 2020Q3 202312
IFC Holdings Incorporated/FL 12120.03%0.07%0.20%Q1 2015Q4 201712
MainStreet Investment Advisors LLC 1010.02%0.39%0.53%Q1 2020Q3 202312
COMMUNITY TRUST & INVESTMENT CO 12120.02%0.18%0.25%Q4 2020Q3 202312
Bank of Marin 1110.22%0.28%0.36%Q4 2019Q4 202212
Live Your Vision, LLC 1110.00%0.01%0.01%Q3 2015Q1 201912
Zions Bancorporation 12120.00%0.01%0.02%Q1 2015Q4 201712
DOHENY ASSET MANAGEMENT /CA 520.10%0.18%0.27%Q4 2017Q3 202312
Navis Wealth Advisors, LLC 12120.18%0.25%0.35%Q4 2020Q3 202312
Arkadios Wealth Advisors 840.01%0.03%0.05%Q4 2019Q3 202312
RUSSELL FRANK CO/ 12120.08%0.13%0.19%Q2 2013Q1 201612
SOA Wealth Advisors, LLC. 12120.01%0.02%0.02%Q4 2020Q3 202312
Eisler Capital (UK) Ltd. 310.01%0.52%1.25%Q1 2021Q3 202312
Alliance Wealth Advisors, LLC 12120.24%0.31%0.37%Q4 2020Q3 202312
CSat Investment Advisory, L.P. 12120.01%0.08%0.18%Q2 2018Q1 202112
TIEDEMANN ADVISORS, LLC 530.01%0.05%0.10%Q3 2016Q3 202112
TD Securities (USA) LLC 12120.08%0.24%0.33%Q2 2013Q1 201612
Russell Clark Investment Management Ltd 1020.85%1.53%2.52%Q3 2017Q2 202112
AlphaMark Advisors, LLC 1110.00%0.01%0.01%Q4 2019Q4 202212
HOEY INVESTMENTS, INC 12120.19%0.61%1.10%Q4 2020Q3 202312
Johnson Midwest Financial, LLC 12120.02%0.04%0.10%Q4 2020Q3 202312
Lorne Steinberg Wealth Management Inc. 12121.66%2.49%3.53%Q4 2020Q3 202312
Graypoint LLC 12120.03%0.05%0.07%Q4 2020Q3 202312
Artisan Partners Limited Partnership 12120.13%0.15%0.18%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.07%0.48%0.61%Q4 2020Q3 202312
Granite Investment Advisors, LLC 1020.04%1.06%2.54%Q4 2017Q3 202112
EJF Capital LLC 410.05%1.16%7.77%Q3 2013Q1 202212
BEACH INVESTMENT COUNSEL INC/PA 810.36%0.90%1.68%Q1 2013Q1 201812
Vontobel Holding Ltd. 12120.14%0.19%0.32%Q4 2020Q3 202312
WELCH & FORBES LLC 1110.01%0.01%0.01%Q2 2014Q3 202312
JGP Wealth Management, LLC 12120.04%0.11%0.73%Q4 2020Q3 202312
DREMAN VALUE MANAGEMENT, L L C 420.02%0.31%0.82%Q3 2014Q1 201812
Geller Advisors LLC 12120.07%0.17%0.61%Q4 2020Q3 202312
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 12120.14%0.29%0.67%Q2 2013Q1 201612
WASHBURN CAPITAL MANAGEMENT, INC. 12120.18%0.73%1.17%Q4 2020Q3 202312
CAMBRIDGE TRUST CO 12120.02%0.02%0.03%Q4 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
MYCIO WEALTH PARTNERS, LLC 750.00%0.01%0.02%Q2 2013Q3 201612
MEITAV INVESTMENT HOUSE LTD 720.00%0.11%0.46%Q4 2019Q3 202312
Pathway Financial Advisors LLC 810.06%0.08%0.10%Q4 2017Q3 202312
Elo Mutual Pension Insurance Co 12120.22%0.28%0.33%Q4 2020Q3 202312
PRIMECAP MANAGEMENT CO/CA/ 12120.18%0.46%0.67%Q4 2020Q3 202312
KANALY TRUST CO 12120.00%0.01%0.11%Q1 2014Q4 201612
Ancora Advisors LLC 910.00%0.00%0.01%Q4 2016Q3 202312
DUALITY ADVISERS, LP 510.04%0.38%0.74%Q4 2018Q3 202312
Avion Wealth 12120.00%0.00%0.01%Q4 2020Q3 202312
Foundations Investment Advisors, LLC 12120.01%0.06%0.16%Q4 2020Q3 202312
Aft, Forsyth & Sober, LLC 12120.38%0.52%0.65%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.10%0.13%0.16%Q4 2020Q3 202312
Cornerstone Wealth Management, LLC 720.02%0.04%0.06%Q2 2018Q3 202312
Cedar Brook Financial Partners, LLC 12120.07%0.08%0.10%Q4 2020Q3 202312
Venture Visionary Partners LLC 12120.10%0.16%0.20%Q4 2020Q3 202312
M&G INVESTMENT MANAGEMENT LTD 1110.00%0.02%0.10%Q4 2019Q1 202312
Oak Harvest Investment Services 12121.56%1.83%2.58%Q4 2020Q3 202312
HoyleCohen, LLC 1110.03%0.03%0.04%Q4 2019Q3 202312
BW Gestao de Investimentos Ltda. 1020.35%0.67%1.32%Q4 2013Q2 202212
Altus Wealth Group LLC 12120.20%0.30%0.38%Q4 2020Q3 202312
Consolidated Investment Group LLC 12120.68%0.80%0.94%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.19%0.28%0.36%Q4 2020Q3 202312
McLean Asset Management Corp 12120.08%0.11%0.19%Q1 2021Q4 202312
ROOSEVELT INVESTMENT GROUP LLC 1110.03%2.55%3.55%Q2 2013Q3 202212
Tradition Wealth Management, LLC 12120.01%0.03%0.06%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.07%0.09%0.14%Q4 2020Q3 202312
Northeast Financial Consultants Inc 12120.03%0.08%0.13%Q4 2020Q3 202312
TRUST DEPARTMENT MB FINANCIAL BANK N A 1010.00%0.00%0.00%Q2 2013Q1 201911
Ashfield Capital Partners, LLC 11110.24%0.50%0.66%Q1 2020Q3 202211
Beach Investment Management, LLC. 831.04%1.48%2.25%Q3 2013Q1 201811
PRIO WEALTH LIMITED PARTNERSHIP 11110.02%0.02%0.03%Q1 2021Q3 202311
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 11111.09%2.24%3.00%Q2 2013Q4 201511
CEDAR HILL ASSOCIATES, LLC 510.03%0.04%0.05%Q3 2013Q3 201811
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11110.43%0.79%1.32%Q1 2021Q3 202311
HBK Sorce Advisory LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
First Pacific Advisors, LP 920.00%0.01%0.01%Q4 2017Q1 202211
Haverford Trust Co 620.00%0.01%0.01%Q3 2013Q3 202311
CANANDAIGUA NATIONAL CORP 11110.50%0.74%0.95%Q2 2020Q4 202211
Ipswich Investment Management Co., Inc. 11110.06%0.09%0.12%Q1 2021Q3 202311
Greystone Managed Investments Inc. 11110.35%0.44%0.50%Q1 2017Q3 201911
CAPITAL ADVISORS INC/OK 740.01%0.09%0.88%Q4 2020Q3 202311
Cambridge Financial Group, Inc. 11113.21%3.44%3.74%Q2 2013Q4 201511
MCDONALD PARTNERS LLC 740.21%0.30%0.34%Q4 2020Q3 202311
Bragg Financial Advisors, Inc 11110.01%0.02%0.02%Q1 2021Q3 202311
ATHERTON LANE ADVISERS, LLC 11111.40%1.67%1.89%Q2 2013Q4 201511
MANCHESTER FINANCIAL INC 510.01%0.04%0.08%Q2 2019Q3 202311
Coastline Trust Co 11110.15%0.29%0.42%Q1 2021Q3 202311
Decatur Capital Management, Inc. 1010.04%0.89%1.09%Q4 2016Q3 202311
MERITAGE PORTFOLIO MANAGEMENT 740.16%0.26%0.46%Q3 2019Q3 202311
America First Investment Advisors, LLC 830.01%0.02%0.03%Q2 2013Q3 202311
WINTRUST INVESTMENTS LLC 830.04%0.10%0.14%Q4 2020Q3 202311
Mizuho Securities Co. Ltd. 650.00%0.09%0.36%Q4 2018Q3 202211
AIA Group Ltd 740.03%0.10%0.27%Q4 2020Q3 202311
BRADLEY FOSTER & SARGENT INC/CT 11110.02%0.03%0.03%Q1 2021Q3 202311
Lingohr Asset Management GmbH 650.38%0.99%1.62%Q3 2016Q2 202011
MILES CAPITAL, INC. 740.23%0.61%1.00%Q1 2015Q1 202011
AMERICAN NATIONAL BANK 11110.00%0.06%0.09%Q1 2021Q3 202311
ENDEAVOUR CAPITAL ADVISORS INC 650.35%0.80%1.09%Q2 2013Q4 201611
SOMERVILLE KURT F 11110.10%0.10%0.11%Q1 2021Q3 202311
TEGEAN CAPITAL MANAGEMENT, LLC 651.26%6.06%11.38%Q2 2013Q4 201911
WESTFIELD CAPITAL MANAGEMENT CO LP 830.01%0.47%0.84%Q4 2014Q3 202211
Westside Investment Management, Inc. 610.00%0.04%0.19%Q1 2020Q3 202311
DENALI ADVISORS LLC 910.02%0.70%1.37%Q1 2019Q3 202311
CHUBB CORP 11110.66%0.90%1.26%Q2 2013Q4 201511
MADISON INVESTMENT HOLDINGS INC 740.01%0.07%0.24%Q2 2013Q1 201711
HYMAN CHARLES D 11110.02%0.03%0.04%Q1 2021Q3 202311
Itau Unibanco Holding S.A. 310.00%0.07%0.57%Q3 2016Q3 202211
Sippican Capital Advisors 11110.42%0.48%0.53%Q1 2021Q3 202311
Lourd Capital, LLC 11110.03%0.05%0.10%Q4 2016Q2 201911
Janney Capital Management LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
Personal Capital Advisors Corp 11110.00%0.00%0.00%Q2 2020Q4 202211
BALDWIN BROTHERS LLC/MA 1010.00%0.00%0.01%Q3 2018Q4 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.01%Q1 2018Q3 202011
Chicago Wealth Management, Inc. 11110.37%0.42%0.47%Q1 2021Q3 202311
Select Equity Group, L.P. 510.12%0.36%0.68%Q2 2019Q3 202311
FIRST FOUNDATION ADVISORS 1010.01%0.02%0.04%Q1 2017Q3 202311
Coronation Fund Managers Ltd. 740.12%0.22%0.35%Q4 2018Q3 202311
Capstone Financial Advisors, Inc. 11110.02%0.02%0.02%Q1 2021Q3 202311
S&CO INC 11110.08%0.10%0.12%Q1 2021Q3 202311
BANK PICTET & CIE (ASIA) LTD 11110.31%0.39%0.48%Q1 2021Q3 202311
Jupiter Investment Management Ltd 510.00%0.28%1.24%Q3 2013Q2 202011
FCF Advisors LLC 11110.42%1.05%2.45%Q1 2020Q3 202211
BIRINYI ASSOCIATES INC 11110.12%0.38%0.67%Q4 2013Q2 201611
HOWLAND CAPITAL MANAGEMENT LLC 11110.06%0.07%0.09%Q1 2021Q3 202311
BECK MACK & OLIVER LLC 410.01%0.01%0.01%Q2 2017Q3 202311
One River Asset Management, LLC 440.03%0.13%0.31%Q4 2022Q3 202311
NFJ INVESTMENT GROUP, LLC 11110.44%0.77%0.97%Q1 2021Q3 202311
NewEdge Wealth, LLC 11110.02%0.06%0.41%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.02%0.09%0.24%Q1 2021Q3 202311
Alaethes Wealth LLC 11110.95%1.20%1.44%Q1 2021Q3 202311
Marcum Wealth, LLC 11110.05%0.06%0.07%Q1 2021Q3 202311
Spire Wealth Management 11110.03%0.05%0.06%Q1 2021Q3 202311
NorthRock Partners, LLC 11110.02%0.05%0.08%Q1 2021Q3 202311
Eukles Asset Management 11110.03%0.08%0.34%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.02%0.07%0.12%Q1 2021Q3 202311
USA FINANCIAL FORMULAS 610.00%0.45%1.06%Q4 2016Q4 202111
Intersect Capital LLC 920.02%0.15%0.26%Q4 2014Q2 202211
Curi Wealth Management, LLC 11110.04%0.12%0.20%Q4 2020Q2 202311
SUMITOMO MITSUI FINANCIAL GROUP, INC. 310.00%0.02%0.07%Q3 2017Q1 202211
Bard Financial Services, Inc. 11110.03%0.07%0.13%Q1 2021Q3 202311
FAYEZ SAROFIM & CO 11110.40%0.91%1.10%Q1 2021Q3 202311
GRIES FINANCIAL LLC 11110.32%0.59%0.86%Q1 2021Q3 202311
WEXFORD CAPITAL LP 410.03%0.89%2.30%Q2 2013Q1 202111
Twin Lakes Capital Management, LLC 11110.03%0.04%0.05%Q1 2021Q3 202311
Continuum Advisory, LLC 11110.05%0.06%0.09%Q1 2021Q3 202311
Gratus Capital, LLC 1010.01%1.09%1.61%Q3 2020Q3 202311
Addison Advisors LLC 1010.02%0.13%0.21%Q4 2020Q3 202311
Highland Private Wealth Management 1010.05%0.08%0.29%Q1 2018Q3 202211
Vantage Consulting Group Inc 1010.01%0.10%0.16%Q4 2020Q3 202311
Cedar Wealth Management, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
WIMMER ASSOCIATES 1, LLC 11110.12%0.15%0.17%Q1 2021Q3 202311
Kaizen Financial Strategies 920.26%0.32%0.48%Q4 2020Q3 202311
Berkeley Capital Partners, LLC 11110.12%0.28%0.42%Q1 2021Q3 202311
Kesler, Norman & Wride, LLC 11110.17%0.32%0.77%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.06%0.12%Q4 2020Q2 202311
CHOREO, LLC 910.01%0.02%0.06%Q3 2015Q3 202311
Soros Fund Management 830.12%0.35%0.64%Q1 2018Q4 202011
L2 Asset Management, LLC 830.14%1.06%2.04%Q4 2020Q3 202311
Ten Capital Wealth Advisors, LLC 11110.01%0.02%0.05%Q4 2020Q2 202311
Financial Advisors, LLC 11110.11%0.15%0.18%Q1 2021Q3 202311
SAGE RHINO CAPITAL LLC 11110.20%0.29%0.48%Q1 2021Q3 202311
Planned Solutions, Inc. 740.06%0.15%0.19%Q3 2020Q2 202311
State of Wyoming 11110.00%0.11%0.49%Q1 2021Q3 202311
CPWM, LLC 810.02%0.04%0.06%Q3 2015Q3 202211
Socorro Asset Management LP 11112.47%3.77%4.16%Q1 2021Q3 202311
Covenant Asset Management, LLC 510.05%0.57%1.05%Q1 2017Q3 202311
Bremer Bank National Association 610.04%0.08%0.14%Q1 2019Q3 202311
Broadleaf Partners, LLC 11110.07%0.08%0.09%Q1 2021Q3 202311
Measured Wealth Private Client Group, LLC 520.10%0.13%0.18%Q2 2018Q3 202311
Cornerstone Advisors, LLC 610.09%0.48%0.71%Q2 2020Q3 202311
TRUEWEALTH LLC 11110.08%0.10%0.13%Q4 2017Q2 202011
Lloyd Advisory Services, LLC. 1010.02%0.04%0.19%Q4 2019Q3 202311
Wagner Wealth Management, LLC 11110.14%0.18%0.22%Q1 2021Q3 202311
Powell Investment Advisors, LLC 11110.12%0.17%0.21%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.05%0.06%0.09%Q4 2018Q2 202111
Crewe Advisors LLC 740.00%0.03%0.05%Q3 2020Q2 202311
CERTUITY, LLC 740.07%1.10%3.76%Q4 2020Q3 202311
Windsor Wealth Management, Inc. 740.04%0.14%0.26%Q4 2020Q3 202311
GPS Wealth Strategies Group, LLC 11110.24%0.33%0.40%Q1 2021Q3 202311
Maryland State Retirement & Pension System 740.17%0.25%0.31%Q4 2020Q3 202311
Wells Trecaso Financial Group, LLC 11110.15%0.35%0.64%Q4 2017Q2 202011
AJ WEALTH STRATEGIES, LLC 11110.02%0.02%0.02%Q4 2020Q2 202311
Beacon Pointe Advisors, LLC 11110.02%0.05%0.07%Q1 2021Q3 202311
Sonora Investment Management, LLC 610.00%0.00%0.01%Q3 2015Q3 202111
Capital Research Global Investors 11110.02%0.44%0.74%Q1 2021Q3 202311
West Family Investments, Inc. 10100.10%0.13%0.16%Q2 2021Q3 202310
CHILDRESS CAPITAL ADVISORS, LLC 910.24%0.34%0.47%Q4 2020Q3 202310
Amundi 10100.16%0.22%0.26%Q2 2021Q3 202310
TIAA CREF TRUST CO FSB/MO 10100.00%0.01%0.01%Q4 2014Q1 201710
Pinnacle Wealth Management Group, Inc. 10102.10%2.36%2.59%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.04%Q1 2021Q3 202310
Intellectus Partners, LLC 10100.01%0.16%0.22%Q4 2016Q1 201910
Chubb Ltd 10103.34%8.62%11.51%Q1 2016Q2 201810
PINNACLE FINANCIAL PARTNERS INC 610.00%0.01%0.02%Q2 2017Q3 202310
KING LUTHER CAPITAL MANAGEMENT CORP 10100.00%0.01%0.01%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.08%0.11%0.21%Q2 2021Q3 202310
CITY NATIONAL BANK 10100.00%0.03%0.05%Q2 2013Q3 201510
Firestone Capital Management 910.04%0.06%0.08%Q4 2019Q1 202310
CHICAGO TRUST Co NA 10100.04%0.06%0.10%Q1 2021Q2 202310
X-Square Capital, LLC 10100.21%0.25%0.29%Q2 2021Q3 202310
Sompo Asset Management Co., Ltd. 10100.05%0.09%0.15%Q2 2021Q3 202310
Aaron Wealth Advisors LLC 10100.04%0.07%0.09%Q2 2021Q3 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.01%0.02%Q1 2021Q3 202310
GeoWealth Management, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
CAPE ANN SAVINGS BANK 10100.58%0.69%0.74%Q2 2021Q3 202310
Laurel Wealth Advisors, Inc. 820.04%0.06%0.14%Q2 2018Q4 202210
OneAscent Financial Services LLC 610.16%0.30%0.70%Q2 2019Q2 202210
DODGE & COX 610.00%0.00%0.00%Q3 2014Q4 201910
CURIAN CAPITAL LLC 820.00%0.14%0.19%Q2 2013Q4 201510
Taylor Hoffman Wealth Management 910.01%0.01%0.01%Q4 2017Q2 202010
COUNTRY TRUST BANK 910.00%0.00%0.00%Q4 2018Q3 202310
Squar Milner Financial Services LLC 10100.08%0.15%0.27%Q4 2017Q1 202010
One Wealth Advisors, LLC 410.01%0.09%0.24%Q4 2017Q3 202310
Evolution Wealth Advisors, LLC 10100.00%0.10%0.88%Q2 2019Q3 202110
SPIRIT OF AMERICA MANAGEMENT CORP/NY 10100.05%0.06%0.06%Q2 2021Q3 202310
Forty4 Asset Management LLC 440.01%0.58%2.84%Q2 2013Q1 201410
Edinburgh Partners 10100.00%0.01%0.01%Q4 2014Q1 201710
Index Management Solutions, LLC 10100.00%0.03%0.16%Q2 2013Q3 201510
Trilogy Capital Inc. 10100.02%0.04%0.07%Q2 2021Q3 202310
American Money Management, LLC 10100.19%1.70%2.42%Q3 2016Q4 201810
DG CAPITAL MANAGEMENT INC 10101.39%2.02%2.69%Q2 2013Q3 201510
Windsor Creek Advisors, LLC 640.07%0.39%0.69%Q4 2018Q2 202110
Union Heritage Capital, LLC 10101.07%1.32%1.48%Q1 2021Q2 202310
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 610.03%0.15%0.31%Q2 2014Q3 201810
GUARDIAN CAPITAL ADVISORS LP 910.03%0.15%0.24%Q2 2013Q2 202310
LOGAN CAPITAL MANAGEMENT INC 10100.15%0.26%0.35%Q2 2021Q3 202310
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 10100.14%0.70%2.32%Q2 2013Q3 201510
B. Riley Wealth Management, Inc. 410.00%0.10%0.69%Q1 2014Q2 202210
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 510.00%0.07%0.09%Q2 2018Q3 202310
Visium Asset Management, LP 10100.01%0.04%0.10%Q2 2013Q3 201510
Spouting Rock Asset Management, LLC 910.24%0.78%1.37%Q4 2019Q2 202210
Euclid Advisors LLC 710.01%0.16%0.27%Q2 2013Q2 201610
IMC-Chicago, LLC 310.00%0.01%0.04%Q1 2019Q2 202310
Wilkinson Global Asset Management LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
MinichMacGregor Wealth Management, LLC 510.00%0.01%0.02%Q4 2015Q4 202210
Trust Co 820.00%0.01%0.01%Q1 2015Q3 201910
Hurlow Wealth Management Group, Inc. 730.09%0.13%0.16%Q1 2021Q3 202310
RWA WEALTH PARTNERS, LLC 10100.03%0.04%0.05%Q3 2017Q4 201910
Stelac Advisory Services LLC 910.06%0.20%0.84%Q3 2018Q2 202310
Weiss Multi-Strategy Advisers LLC 310.02%0.26%0.58%Q2 2013Q3 201910
Roundview Capital LLC 10100.02%0.04%0.06%Q2 2021Q3 202310
STONERIDGE INVESTMENT PARTNERS LLC 820.16%0.29%0.57%Q4 2014Q2 202010
GQG Partners LLC 520.01%0.88%2.09%Q3 2017Q3 202310
Cowen Prime Advisors LLC 910.01%0.01%0.01%Q2 2020Q2 202310
Pallas Capital Advisors LLC 10100.01%0.11%0.23%Q1 2021Q2 202310
LOMBARDIA CAPITAL PARTNERS LLC 10100.01%0.29%0.47%Q2 2013Q3 201510
OPSEU Pension Plan Trust Fund 10100.09%0.26%0.46%Q2 2020Q3 202210
Bedell Frazier Investment Counselling, LLC 510.35%1.66%3.95%Q4 2016Q3 202310
Quotient Investors, LLC 730.22%0.44%0.79%Q4 2014Q3 201710
COLUMBUS CIRCLE INVESTORS 10100.05%1.06%1.77%Q2 2013Q3 201510
DF DENT & CO INC 550.01%0.03%0.09%Q4 2017Q3 202310
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 420.01%0.34%1.44%Q2 2013Q1 202210
AMERICAN ASSET MANAGEMENT INC. 910.13%0.21%0.33%Q3 2016Q4 201910
L & S Advisors Inc 410.21%0.69%1.49%Q4 2016Q4 202110
Quantamental Technologies LLC 210.15%0.61%2.18%Q4 2018Q2 202310
Providence Capital Advisors, LLC 510.00%1.21%1.54%Q3 2018Q3 202310
Tweedy, Browne Co LLC 10100.36%0.73%0.99%Q2 2020Q3 202210
Solstein Capital, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
PSI Advisors, LLC 910.04%0.05%0.08%Q4 2019Q3 202310
Ilmarinen Mutual Pension Insurance Co 10100.20%0.23%0.26%Q2 2021Q3 202310
Grove Bank & Trust 640.02%0.03%0.04%Q3 2016Q3 202310
Petrus Trust Company, LTA 310.02%0.05%0.06%Q2 2015Q4 202110
DCM Advisors, LLC 10100.40%2.07%3.34%Q2 2021Q3 202310
Pinnacle Summer Investments, Inc. 910.00%0.00%0.01%Q2 2013Q4 201510
Human Investing LLC 10100.01%0.02%0.04%Q4 2018Q1 202110
Claro Advisors LLC 810.00%0.12%0.17%Q4 2018Q3 202310
Prana Capital Management, LP 410.77%2.14%3.34%Q4 2017Q2 202210
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 510.07%0.10%0.14%Q1 2019Q3 202310
DRW Securities, LLC 410.01%0.08%0.42%Q4 2017Q3 202310
DELPHI MANAGEMENT INC /MA/ 411.14%1.32%1.55%Q4 2018Q2 202310
Armbruster Capital Management, Inc. 10100.01%0.01%0.02%Q4 2015Q1 201810
REYNOLDS CAPITAL MANAGEMENT LLC 10100.20%0.32%0.52%Q2 2013Q3 201510
MIRABELLA FINANCIAL SERVICES LLP 610.03%0.70%1.99%Q2 2020Q3 202310
Hutchin Hill Capital, LP 510.03%0.97%2.05%Q3 2013Q2 201710
Financial Advocates Investment Management 610.02%0.03%0.11%Q4 2019Q2 202310
Bank of New Hampshire 10100.50%0.58%0.77%Q2 2021Q3 202310
Americana Partners, LLC 910.03%0.07%0.16%Q4 2019Q3 202310
Mach-1 Financial Group, LLC 820.02%0.50%2.55%Q1 2021Q3 202310
U.S. Capital Wealth Advisors, LLC 990.07%0.15%0.35%Q3 2021Q3 20239
Platte River Capital LLC 990.09%0.14%0.19%Q2 2013Q2 20159
Professional Financial Advisors, LLC 990.02%0.03%0.03%Q3 2020Q3 20229
TOWER BRIDGE ADVISORS 990.02%0.03%0.04%Q1 2021Q1 20239
BRANDYWINE OAK PRIVATE WEALTH LLC 410.02%0.03%0.03%Q4 2018Q3 20239
Royal Fund Management, LLC 430.02%0.06%0.16%Q3 2021Q2 20239
Kozak & Associates, Inc. 990.09%0.12%0.15%Q3 2021Q3 20239
Pacific Center for Financial Services 990.00%0.00%0.00%Q4 2016Q4 20189
Joseph P. Lucia & Associates, LLC 420.00%0.01%0.02%Q2 2019Q2 20229
Summit Global Investments 540.01%0.02%0.02%Q2 2021Q3 20239
Summit Financial, LLC 990.03%0.11%0.30%Q3 2021Q3 20239
SII INVESTMENTS INC/WI 810.02%0.15%0.21%Q4 2013Q2 20169
Stanford Investment Group, Inc. 990.01%0.01%0.02%Q4 2014Q4 20169
TCG Advisory Services, LLC 530.38%0.49%0.63%Q3 2021Q3 20239
ELEMENT CAPITAL MANAGEMENT LLC 510.02%0.47%2.43%Q2 2015Q3 20209
GOFEN & GLOSSBERG LLC /IL/ 990.01%0.02%0.03%Q4 2020Q4 20229
Your Advocates Ltd., LLP 990.00%0.00%0.00%Q3 2021Q3 20239
WD RUTHERFORD LLC 990.02%0.06%0.08%Q4 2020Q4 20229
Mork Capital Management, LLC 540.63%0.70%0.78%Q4 2018Q3 20239
Beirne Wealth Consulting Services, LLC 720.16%0.33%0.81%Q4 2018Q1 20229
Firefly Value Partners, LP 990.80%2.18%6.44%Q4 2015Q4 20179
Crestline Management, LP 310.08%0.39%0.77%Q2 2017Q2 20239
Valmark Advisers, Inc. 720.00%0.01%0.01%Q2 2021Q3 20239
Shepherd Financial Partners LLC 720.05%0.06%0.06%Q2 2018Q3 20239
First City Capital Management, Inc. 990.02%0.03%0.06%Q1 2014Q1 20169
ATTICUS WEALTH MANAGEMENT, LLC 810.00%0.02%0.03%Q4 2019Q3 20239
Mascoma Wealth Management LLC 710.00%0.00%0.00%Q1 2021Q3 20239
MARTINGALE ASSET MANAGEMENT L P 720.00%0.07%0.22%Q2 2013Q4 20169
GLOBEFLEX CAPITAL L P 990.00%0.00%0.00%Q2 2019Q2 20219
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 990.26%0.35%0.43%Q3 2021Q3 20239
FORTALEZA ASSET MANAGEMENT INC/ 990.63%1.06%1.57%Q3 2013Q3 20159
Eagle Bay Advisors LLC 630.01%0.07%0.17%Q2 2021Q3 20239
StoneX Group Inc. 420.06%0.16%0.36%Q1 2021Q3 20239
Accel Wealth Management 990.00%0.01%0.03%Q1 2021Q1 20239
Polar Capital Holdings Plc 990.04%0.05%0.08%Q3 2021Q3 20239
Transform Wealth, LLC 810.24%0.30%0.44%Q1 2017Q2 20199
CHASE INVESTMENT COUNSEL CORP 811.09%1.51%2.20%Q1 2018Q1 20229
Sage Mountain Advisors LLC 540.05%0.06%0.08%Q2 2021Q3 20239
Aureus Asset Management, LLC 990.16%0.30%0.40%Q3 2021Q3 20239
180 WEALTH ADVISORS, LLC 990.06%0.09%0.16%Q3 2020Q3 20229
Cypress Capital Management LLC (WY) 990.00%0.00%0.00%Q4 2016Q4 20189
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 990.00%0.01%0.01%Q2 2020Q2 20229
Poehling Capital Management, INC. 990.19%0.23%0.30%Q4 2017Q4 20199
Five Oceans Advisors 990.16%0.21%0.32%Q3 2021Q3 20239
Parsec Financial Management, Inc. 990.01%0.03%0.05%Q1 2021Q1 20239
Badgley Phelps Wealth Managers, LLC 991.07%1.18%1.31%Q3 2021Q3 20239
6 Meridian 810.28%0.74%1.92%Q4 2017Q4 20209
WESPAC Advisors, LLC 540.40%0.49%0.79%Q1 2017Q4 20219
SG3 Management, LLC 310.01%0.14%0.44%Q4 2016Q3 20219
Crossvault Capital Management LLC 992.04%2.36%2.78%Q4 2013Q4 20159
UNITED FIRE GROUP INC 990.88%1.98%3.19%Q3 2021Q3 20239
STONNINGTON GROUP, LLC 990.06%0.14%0.23%Q1 2021Q1 20239
AXS Investments LLC 990.05%0.20%0.86%Q3 2021Q3 20239
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 990.28%0.32%0.35%Q1 2017Q1 20199
SkyView Investment Advisors, LLC 630.00%0.07%0.12%Q4 2020Q3 20239
Osborn Williams & Donohoe LLC 210.02%0.05%0.08%Q2 2013Q1 20199
Keystone Financial Group 720.04%0.04%0.05%Q2 2021Q3 20239
WEST CHESTER CAPITAL ADVISORS, INC 990.40%0.79%1.39%Q2 2013Q2 20159
MISSION WEALTH MANAGEMENT, LP 810.01%0.02%0.03%Q2 2021Q3 20239
COZAD ASSET MANAGEMENT INC 990.03%0.04%0.06%Q1 2021Q1 20239
TOMPKINS FINANCIAL CORP 310.00%0.01%0.03%Q2 2013Q4 20209
CreativeOne Wealth, LLC 990.01%0.02%0.05%Q2 2021Q2 20239
QUANTRES ASSET MANAGEMENT Ltd 310.23%0.52%1.08%Q1 2014Q1 20199
BSW Wealth Partners 990.09%0.11%0.13%Q3 2021Q3 20239
Cumberland Partners Ltd 990.15%0.39%0.85%Q1 2021Q1 20239
Linscomb & Williams, Inc. 810.01%0.12%0.21%Q4 2019Q3 20239
Willingdon Wealth Management 310.00%0.38%0.73%Q1 2014Q3 20199
Castleview Partners, LLC 810.00%0.11%0.20%Q2 2021Q3 20239
ProVise Management Group, LLC 540.02%0.04%0.06%Q3 2016Q4 20219
GIRARD PARTNERS LTD. 410.02%0.06%0.16%Q4 2013Q3 20239
WEBSTER BANK, N. A. 540.00%0.00%0.01%Q2 2020Q3 20239
NWAM LLC 510.02%0.06%0.12%Q2 2012Q3 20239
LVZ, Inc. 990.06%0.06%0.07%Q2 2021Q2 20239
Empowered Funds, LLC 720.07%0.21%0.67%Q1 2017Q3 20239
Pearl River Capital, LLC 410.09%0.57%1.24%Q4 2018Q4 20219
Perpetual Investment Management Ltd 990.05%0.06%0.08%Q4 2020Q4 20229
Fullerton Fund Management Co Ltd. 610.02%2.47%4.79%Q4 2020Q2 20239
RED CEDAR INVESTMENT MANAGEMENT, LLC 990.09%0.14%0.23%Q3 2021Q3 20239
Leucadia National 440.01%0.03%0.07%Q4 2022Q3 20239
SHIKIAR ASSET MANAGEMENT INC 990.13%0.19%0.27%Q2 2013Q2 20159
Archford Capital Strategies, LLC 630.00%0.01%0.02%Q4 2015Q3 20189
Systematic Alpha Investments, LLC 990.07%0.08%0.08%Q3 2021Q3 20239
Jaffetilchin Investment Partners, LLC 810.05%0.09%0.32%Q4 2016Q1 20199
Quantinno Capital Management LP 810.05%0.18%0.50%Q4 2018Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.07%0.12%0.15%Q2 2013Q2 20159
Constellation Wealth Advisors, LLC 990.45%0.54%0.68%Q2 2013Q2 20159
Psagot Value Holdings Ltd. / (Israel) 990.04%0.09%0.18%Q3 2021Q3 20239
Jolley Asset Management, LLC 720.01%0.01%0.02%Q1 2016Q2 20189
Welch Group, LLC 410.01%0.02%0.02%Q4 2014Q3 20239
Renaissance Technologies 210.00%0.06%0.22%Q3 2013Q1 20209
H2O AM LLP 990.20%1.09%2.51%Q4 2018Q4 20209
Kessler Investment Group, LLC 310.01%1.44%2.80%Q3 2013Q1 20229
Israel Discount Bank of New York 990.01%0.02%0.02%Q1 2017Q1 20199
Long Run Wealth Advisors, LLC 880.35%0.41%0.47%Q4 2021Q3 20238
Metis Global Partners, LLC 880.23%0.26%0.34%Q4 2021Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.00%0.04%0.34%Q2 2013Q1 20158
Wedmont Private Capital 880.09%0.12%0.19%Q4 2021Q3 20238
Beta Wealth Group, Inc. 710.15%0.24%0.29%Q2 2021Q3 20238
FormulaFolio Investments, LLC 410.01%0.02%0.06%Q2 2017Q1 20218
HORIZON KINETICS ASSET MANAGEMENT LLC 880.01%0.01%0.02%Q1 2019Q4 20208
Industrial Alliance Investment Management Inc. 880.08%0.10%0.14%Q4 2021Q3 20238
Capitolis Advisors LLC 880.04%0.67%2.31%Q4 2020Q3 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.20%0.22%0.24%Q4 2021Q3 20238
Alyeska Investment Group, L.P. 510.01%0.15%0.35%Q4 2014Q3 20228
SYNTAX ADVISORS, LLC 880.19%0.20%0.21%Q4 2021Q3 20238
Connectus Wealth, LLC 880.06%0.12%0.23%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.80%0.89%1.01%Q4 2021Q3 20238
NCM Capital Management, LLC 880.60%0.68%0.97%Q4 2021Q3 20238
FORTE CAPITAL LLC /ADV 530.03%0.04%0.05%Q3 2021Q3 20238
WEALTH EFFECTS LLC 880.21%0.41%0.64%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.12%0.14%0.20%Q4 2021Q3 20238
Brookfield Asset Management 620.00%0.02%0.06%Q2 2020Q2 20238
RFG Advisory, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
SPX Gestao de Recursos Ltda 530.30%2.00%3.44%Q2 2013Q4 20208
MARSICO CAPITAL MANAGEMENT LLC 880.13%0.21%0.32%Q2 2013Q1 20158
CROFT-LEOMINSTER INC 881.25%1.83%2.34%Q1 2016Q4 20178
PRIVATE CAPITAL MANAGEMENT LLC 880.06%0.09%0.16%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 880.18%2.87%4.46%Q4 2021Q3 20238
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 880.07%0.09%0.12%Q4 2017Q3 20198
Perfromance Wealth Partners, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
ADVENT CAPITAL MANAGEMENT /DE/ 320.01%0.04%0.07%Q3 2017Q3 20238
Insight Inv LLC 881.38%1.51%1.64%Q4 2021Q3 20238
Operose Advisors LLC 880.10%0.14%0.17%Q4 2021Q3 20238
QCI ASSET MANAGEMENT INC/NY 880.00%0.00%0.00%Q2 2018Q1 20208
AIGEN INVESTMENT MANAGEMENT, LP 310.10%0.48%2.43%Q3 2020Q2 20238
NATIONAL BANK OF CANADA /FI/ 880.04%0.11%0.28%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.59%0.69%0.75%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.11%0.18%0.22%Q4 2021Q3 20238
Covestor Ltd 880.04%0.06%0.11%Q4 2021Q3 20238
Orion Capital Management LLC 880.01%0.09%0.37%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.30%0.34%0.38%Q4 2021Q3 20238
Cerebellum GP, LLC 220.06%0.18%0.30%Q4 2017Q3 20208
City State Bank 880.16%0.19%0.23%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.11%0.23%0.46%Q4 2021Q3 20238
HB Wealth Management, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
LGT Group Foundation 880.03%0.14%0.42%Q4 2021Q3 20238
Byrne Asset Management LLC 880.01%0.02%0.02%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 880.11%0.18%0.21%Q4 2021Q3 20238
First Affirmative Financial Network 320.20%0.24%0.32%Q3 2021Q4 20238
O'ROURKE & COMPANY, Inc 880.18%0.19%0.21%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.09%0.23%0.56%Q4 2021Q3 20238
Forum Financial Management, LP 880.04%0.06%0.08%Q4 2021Q3 20238
Rothschild Capital Partners, LLC 880.41%0.43%0.45%Q4 2016Q3 20188
Richwood Investment Advisors, LLC 880.20%0.27%0.31%Q4 2021Q3 20238
Quent Capital, LLC 880.12%0.15%0.19%Q4 2021Q3 20238
Winfield Associates, Inc. 880.01%0.01%0.02%Q1 2016Q4 20178
PRIVATE CAPITAL MANAGEMENT INC 880.24%0.36%0.44%Q4 2015Q3 20178
Humankind Investments LLC 880.10%0.12%0.14%Q2 2021Q1 20238
Strategic Wealth Management Group, LLC 510.10%0.14%0.16%Q1 2019Q2 20218
Ashburton (Jersey) Ltd 530.52%0.77%1.23%Q2 2021Q3 20238
Klingman & Associates, LLC 880.01%0.02%0.03%Q4 2014Q3 20168
Mystic Asset Management, Inc. 880.67%0.71%0.79%Q4 2021Q3 20238
Cornerstone Financial Partners, LLC 710.43%1.02%1.42%Q4 2015Q4 20178
Ellsworth Advisors, LLC 410.08%0.10%0.16%Q4 2020Q2 20238
Comprehensive Financial Consultants Institutional, Inc. 880.42%0.46%0.50%Q4 2021Q3 20238
Objective Capital Management, LLC 880.20%0.23%0.26%Q4 2021Q3 20238
E Fund Management Co., Ltd. 710.01%0.02%0.02%Q1 2021Q1 20238
Eisler Capital (US) LLC 330.15%0.46%1.34%Q1 2023Q3 20238
Fortitude Advisory Group L.L.C. 880.14%0.21%0.25%Q4 2021Q3 20238
WESPAC Advisors SoCal, LLC 880.01%0.07%0.41%Q4 2015Q3 20178
W ADVISORS, LLC 880.60%0.64%0.68%Q4 2021Q3 20238
DSAM Partners (London) Ltd 310.73%4.30%6.98%Q2 2013Q1 20188
Enlightenment Research, LLC 410.42%1.18%2.58%Q2 2019Q2 20228
Desjardins Global Asset Management Inc. 880.17%0.33%0.91%Q4 2021Q3 20238
CYPRESS FINANCIAL PLANNING LLC 660.93%1.87%2.38%Q2 2022Q3 20238
Golden Green, Inc. 880.21%0.53%1.08%Q4 2020Q3 20228
Phoenix Holdings Ltd. 440.02%0.47%1.06%Q2 2020Q4 20228
FIRST COMMUNITY TRUST NA 880.01%0.01%0.01%Q4 2021Q3 20238
Point72 Middle East FZE 440.02%0.04%0.07%Q4 2022Q3 20238
Unigestion Holding SA 530.02%0.05%0.09%Q1 2021Q2 20238
Schechter Investment Advisors, LLC 880.05%0.07%0.13%Q4 2021Q3 20238
SOUTHPORT MANAGEMENT, L.L.C. 621.75%4.32%8.70%Q4 2017Q4 20218
Chiron Investment Management, LLC 711.31%3.39%5.02%Q4 2016Q4 20228
Guidant Wealth Advisors 880.03%0.04%0.06%Q4 2017Q3 20198
Stephens Consulting, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.30%0.35%0.40%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 620.01%0.06%0.15%Q3 2020Q3 20238
Rise Advisors, LLC 880.06%0.07%0.08%Q4 2021Q3 20238
LAKE STREET FINANCIAL LLC 880.10%0.14%0.19%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Mechanics Financial Corp 880.30%0.33%0.37%Q4 2021Q3 20238
MID CONTINENT CAPITAL LLC/IL 880.65%1.52%1.93%Q4 2013Q3 20158
Sunflower Bank, N.A. 880.05%0.05%0.06%Q4 2020Q3 20228
AVIANCE CAPITAL MANAGEMENT, LLC 880.05%0.11%0.18%Q2 2013Q1 20158
Retirement Planning Co of New England, Inc. 880.50%0.55%0.67%Q4 2021Q3 20238
COMERICA SECURITIES INC 710.03%0.10%0.44%Q4 2014Q4 20188
RONALD BLUE & CO LLC 880.02%0.02%0.02%Q3 2013Q2 20158
WRAPMANAGER INC 620.06%0.07%0.09%Q4 2020Q3 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.00%0.01%0.01%Q4 2019Q3 20218
Holocene Advisors, LP 210.01%0.23%0.48%Q1 2019Q4 20228
Neuberger Berman Canada ULC 770.00%0.25%0.35%Q1 2016Q3 20178
CHELSEA COUNSEL CO 710.01%0.17%0.21%Q4 2020Q4 20228
Cambria Investment Management, L.P. 620.04%0.48%0.66%Q2 2018Q3 20218
CIBC BANK USA 880.09%0.10%0.11%Q1 2014Q4 20158
EverSource Wealth Advisors, LLC 880.07%0.13%0.29%Q4 2021Q3 20238
Wills Financial Group, Inc. 881.88%2.37%3.03%Q4 2020Q3 20228
Citizens National Bank Trust Department 880.02%0.03%0.04%Q4 2021Q3 20238
Providence First Trust Co 530.67%1.32%1.78%Q2 2017Q4 20208
BOENNING & SCATTERGOOD, INC. 880.04%0.06%0.08%Q1 2021Q4 20228
Country Club Trust Company, n.a. 620.08%0.10%0.12%Q2 2015Q4 20178
JACOBS LEVY EQUITY MANAGEMENT, INC 320.02%0.04%0.16%Q1 2015Q4 20188
BHF Kleinwort Benson Group S.A. 620.00%0.01%0.06%Q2 2013Q2 20158
Redwood Investment Management, LLC 320.04%0.32%0.83%Q2 2020Q4 20228
N.E.W. Advisory Services LLC 410.03%0.03%0.04%Q2 2021Q3 20238
Mountain Lake Investment Management LLC 710.78%3.05%4.26%Q2 2013Q3 20158
EAGLE ASSET MANAGEMENT INC 310.00%0.01%0.02%Q1 2017Q3 20238
Dalton Investments LLC 620.51%2.63%5.31%Q2 2013Q2 20168
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.14%0.19%0.21%Q2 2013Q1 20158
Mizuho Trust & Banking Co., Ltd. 880.19%0.25%0.32%Q4 2014Q3 20168
NICOLET ADVISORY SERVICES, LLC 880.03%0.05%0.08%Q4 2021Q3 20238
MCGLINN CAPITAL MANAGEMENT INC 880.36%2.06%4.06%Q2 2013Q1 20158
American Research & Management Co. 880.01%0.01%0.01%Q4 2020Q3 20228
Baldrige Asset Management LLC 880.01%0.01%0.02%Q2 2021Q1 20238
BRINKER CAPITAL INC 880.03%0.04%0.07%Q3 2018Q2 20208
Compton Wealth Advisory Group, LLC 880.28%0.40%0.54%Q4 2021Q3 20238
STERNE AGEE GROUP, INC. 880.19%0.24%0.31%Q2 2013Q1 20158
Arlington Partners LLC 880.00%0.01%0.03%Q4 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 710.00%0.00%0.01%Q1 2018Q4 20228
Private Wealth Partners, LLC 880.29%0.41%0.47%Q4 2021Q3 20238
SAMLYN CAPITAL, LLC 511.43%1.98%3.82%Q1 2018Q1 20218
Laidlaw Wealth Management LLC 880.07%0.13%0.25%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.23%0.27%0.32%Q2 2013Q1 20158
Gyrus Investment Management Inc. 880.66%0.73%0.82%Q2 2013Q1 20158
Austin Private Wealth, LLC 220.00%0.02%0.05%Q3 2021Q2 20238
Pacifica Partners Inc. 710.01%0.02%0.02%Q2 2020Q3 20228
Echo Street Capital Management LLC 710.00%0.00%0.01%Q1 2021Q2 20238
Psagot Value Holdings Ltd. 440.00%0.01%0.04%Q1 2018Q3 20218
Burleson & Company, LLC 880.02%0.02%0.02%Q1 2021Q4 20228
Winthrop Partners - WNY, LLC 880.20%0.22%0.27%Q4 2017Q3 20198
ALPHA WINDWARD LLC 420.02%0.03%0.04%Q4 2014Q3 20208
PICTET ASSET MANAGEMENT SA 880.06%0.08%0.10%Q3 2021Q2 20238
Olympiad Research LP 880.25%0.46%0.78%Q4 2020Q3 20228
NorthCrest Asset Manangement, LLC 880.58%0.71%0.92%Q4 2021Q3 20238
Herold Advisors, Inc. 710.01%0.12%0.18%Q3 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.02%0.02%0.02%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.01%0.02%Q3 2021Q3 20238
RPO LLC 310.09%1.34%2.72%Q4 2021Q4 20228
Private Ocean, LLC 510.00%0.01%0.01%Q4 2018Q2 20238
Tortoise Investment Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Riverwater Partners LLC 710.26%0.36%0.57%Q4 2021Q4 20238
AHL Partners LLP 620.02%0.08%0.21%Q3 2014Q4 20178
Charles Carroll Financial Partners, LLC 881.00%1.82%2.40%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.08%0.09%0.13%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Cornerstone Capital, Inc. 880.05%0.06%0.07%Q4 2013Q3 20158
ACCURATE INVESTMENT SOLUTIONS, INC. 510.01%0.01%0.02%Q1 2016Q1 20208
Carmel Capital Partners, LLC 880.07%0.20%0.28%Q4 2021Q3 20238
NumerixS Investment Technologies Inc 410.01%0.29%0.78%Q1 2016Q3 20198
Amplius Wealth Advisors, LLC 880.04%0.05%0.06%Q4 2021Q3 20238
FourThought Financial, LLC 880.14%0.18%0.28%Q4 2020Q3 20228
CrestPoint Capital Management, LLC 880.14%0.23%0.47%Q1 2014Q4 20158
Stonegate Investment Group, LLC 880.02%0.13%0.27%Q4 2021Q3 20238
Toscafund Asset Management LLP 771.78%4.10%9.77%Q2 2020Q4 20217
Gillson Capital LP 310.90%1.92%2.93%Q4 2018Q1 20237
Atria Wealth Solutions, Inc. 770.04%0.06%0.07%Q1 2022Q3 20237
PagnatoKarp Partners LLC 310.00%0.03%0.10%Q3 2018Q4 20197
HABERER REGISTERED INVESTMENT ADVISOR INC 770.00%0.00%0.01%Q3 2013Q1 20157
Douglas C. Lane & Associates, Inc. 770.01%0.01%0.01%Q1 2014Q3 20157
Zweig-DiMenna Associates LLC 210.02%0.23%0.61%Q4 2015Q2 20207
Alpha DNA Investment Management LLC 520.03%0.36%0.74%Q4 2020Q3 20237
Tanager Wealth Management LLP 430.08%0.16%0.26%Q4 2021Q3 20237
Vise Technologies, Inc. 770.21%0.38%0.46%Q1 2022Q3 20237
Congress Wealth Management LLC / DE / 610.02%0.03%0.04%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
HYA Advisors, Inc 770.11%0.13%0.15%Q4 2020Q2 20227
Granger Management LLC 770.11%0.25%0.73%Q1 2022Q3 20237
Clear Perspective Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
Capital Group Private Client Services, Inc. 770.08%0.10%0.12%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Cyrus J. Lawrence, LLC 771.11%1.63%2.17%Q1 2022Q3 20237
Barrett Asset Management, LLC 610.00%0.00%0.01%Q1 2016Q1 20227
TWINBEECH CAPITAL LP 310.14%0.62%1.07%Q1 2020Q2 20237
Stolper Co 770.86%0.90%1.06%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.01%0.01%0.01%Q4 2021Q3 20237
Strategic Advisors LLC 770.25%0.28%0.32%Q1 2022Q3 20237
Cooper Financial Group 770.10%0.15%0.17%Q1 2022Q3 20237
Legacy Wealth Asset Management, LLC 770.38%0.47%0.59%Q4 2020Q2 20227
MUFG Securities EMEA plc 660.02%0.12%0.30%Q2 2018Q3 20197
Aprio Wealth Management, LLC 610.07%0.08%0.09%Q4 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.06%0.10%0.13%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Nuveen Fund Advisors, LLC 770.05%0.06%0.07%Q2 2016Q4 20177
Versor Investments LP 210.02%0.09%0.16%Q4 2016Q3 20207
Stiles Financial Services Inc 770.11%0.14%0.15%Q1 2022Q3 20237
SMITH HAYES Advisers, Inc 770.05%0.12%0.15%Q4 2013Q2 20157
Savior LLC 770.01%0.02%0.03%Q4 2019Q2 20217
Next Level Private LLC 521.40%1.75%2.16%Q4 2021Q3 20237
US Asset Management LLC 430.50%0.56%0.59%Q3 2021Q2 20237
TILIA FIDUCIARY PARTNERS, INC. 770.06%0.08%0.08%Q4 2021Q2 20237
Carnegie Capital Asset Management, LLC 770.01%0.01%0.02%Q2 2021Q4 20227
Placemark Investments, Inc. 770.06%0.08%0.10%Q2 2013Q4 20147
Bridgefront Capital, LLC 410.23%0.47%0.91%Q1 2021Q2 20237
PrairieView Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TURNER INVESTMENTS LLC 430.10%0.17%0.35%Q1 2014Q2 20177
First Command Advisory Services, Inc. 770.00%0.00%0.00%Q2 2020Q4 20217
Quadrant Private Wealth Management, LLC 430.08%0.09%0.10%Q4 2021Q3 20237
Morton Brown Family Wealth, LLC 610.00%0.00%0.01%Q4 2021Q3 20237
OLD NATIONAL BANCORP /IN/ 610.02%0.03%0.03%Q2 2013Q3 20237
Algebris Investments (UK) LLP 210.04%0.74%1.53%Q3 2013Q4 20167
Tuttle Capital Management, LLC 210.12%0.49%0.99%Q3 2016Q2 20217
CRAMER ROSENTHAL MCGLYNN LLC 510.11%0.28%0.47%Q2 2013Q3 20237
Egerton Capital (UK) LLP 770.95%1.37%1.56%Q4 2016Q2 20187
Ameritas Investment Company, LLC 310.01%0.02%0.05%Q1 2019Q3 20217
Roble, Belko & Company, Inc 770.00%0.02%0.03%Q1 2022Q3 20237
Central Asset Investments & Management Holdings (HK) Ltd 310.22%0.69%2.77%Q4 2013Q1 20237
Caerus Investment Advisors, LLC 770.59%0.83%1.00%Q1 2022Q3 20237
Counsel Portfolio Services Inc. 770.02%0.03%0.04%Q4 2014Q2 20167
BELLEVUE ASSET MANAGEMENT, LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Harrington Investments, INC 770.14%0.16%0.18%Q3 2021Q1 20237
HWG Holdings LP 610.00%0.21%0.47%Q4 2021Q4 20237
Newfound Research LLC 770.00%0.00%0.00%Q2 2016Q4 20177
BOSTON FINANCIAL MANGEMENT LLC 770.01%0.02%0.02%Q1 2022Q3 20237
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.05%0.58%1.48%Q1 2018Q2 20217
Polar Asset Management Partners Inc. 310.00%0.04%0.13%Q3 2016Q3 20227
Integrated Wealth Management 770.02%0.07%0.26%Q1 2015Q3 20167
WealthPLAN Partners, LLC 210.00%0.02%0.08%Q4 2015Q2 20237
CFM WEALTH PARTNERS LLC 430.00%0.07%0.14%Q4 2019Q3 20237
Highstreet Asset Management Inc. 770.24%0.34%0.46%Q3 2014Q1 20167
Dominick & Dominick LLC 770.27%0.37%0.50%Q2 2013Q4 20147
EMFO, LLC 430.15%0.22%0.28%Q2 2021Q3 20237
Stone Ridge Asset Management LLC 320.02%0.29%0.54%Q4 2014Q2 20197
UNIVEST FINANCIAL Corp 610.06%0.07%0.10%Q3 2014Q3 20227
PEOPLES FINANCIAL SERVICES CORP. 770.06%0.26%0.46%Q1 2022Q3 20237
Old North State Trust, LLC 430.12%0.14%0.17%Q1 2021Q1 20237
TBH Global Asset Management, LLC 770.69%0.76%0.88%Q2 2021Q4 20227
Locust Wood Capital Advisers 772.02%2.96%3.76%Q2 2013Q4 20147
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 770.12%0.23%0.38%Q4 2021Q2 20237
Costello Asset Management, INC 520.00%0.01%0.01%Q4 2020Q1 20237
Edge Advisors, LLC 770.03%0.03%0.04%Q4 2016Q2 20187
WCG Wealth Advisors LLC 660.01%0.10%0.14%Q2 2022Q3 20237
Graves Light Lenhart Wealth, Inc. 770.02%0.02%0.03%Q4 2020Q2 20227
Alphinity Investment Management Pty Ltd 774.13%5.87%7.35%Q2 2020Q4 20217
MONTRUSCO BOLTON INVESTMENTS INC. 310.01%0.04%0.08%Q2 2013Q2 20177
HighTower Trust Company, N.A. 430.05%0.10%0.14%Q1 2020Q1 20237
MILLER WEALTH ADVISORS, LLC 430.02%0.03%0.05%Q4 2021Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.02%0.02%Q1 2022Q3 20237
Certified Advisory Corp 610.00%0.00%0.00%Q4 2017Q1 20217
Alera Investment Advisors, LLC 520.00%0.11%0.20%Q4 2018Q3 20237
Cheyne Capital Management (UK) LLP 770.16%0.81%1.71%Q2 2013Q4 20147
INVESTMENT CENTERS OF AMERICA INC 520.02%0.04%0.06%Q3 2014Q3 20177
JT Stratford LLC 770.07%0.08%0.10%Q4 2020Q2 20227
Warther Private Wealth, LLC 770.51%0.55%0.60%Q2 2021Q4 20227
EAGLE GLOBAL ADVISORS LLC 770.14%0.29%0.44%Q1 2017Q3 20187
Merit Financial Group, LLC 770.01%0.05%0.06%Q1 2022Q3 20237
First Bank & Trust 610.00%0.01%0.02%Q2 2019Q2 20227
SWARTHMORE GROUP INC 770.14%2.16%3.06%Q4 2020Q2 20227
Hemington Wealth Management 310.07%0.09%0.10%Q1 2021Q2 20237
GoalVest Advisory LLC 520.00%0.01%0.02%Q1 2021Q1 20237
Visionary Asset Management, Inc. 770.06%0.08%0.09%Q2 2017Q4 20187
Hilton Capital Management, LLC 610.00%0.00%0.00%Q2 2018Q1 20217
WILLIAMS JONES & ASSOCIATES LLC 770.01%0.01%0.02%Q2 2013Q4 20147
KG&L Capital Management,LLC 770.12%0.18%0.24%Q1 2022Q3 20237
Mitsubishi UFJ Asset Management (UK) Ltd. 770.03%0.26%1.18%Q1 2022Q3 20237
Benson Investment Management Company, Inc. 772.00%2.39%2.68%Q4 2020Q2 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.06%0.36%Q2 2013Q4 20147
Airain ltd 310.02%0.18%0.58%Q2 2013Q2 20177
Pinkerton Retirement Specialists, LLC 770.00%0.00%0.00%Q2 2015Q4 20167
Round Table Services, LLC 770.04%0.06%0.08%Q1 2021Q3 20227
VIKING FUND MANAGEMENT LLC 770.44%1.06%1.65%Q1 2022Q3 20237
Oxbow Advisors, LLC 430.10%0.21%0.30%Q2 2017Q2 20197
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 310.03%0.07%0.10%Q3 2019Q3 20237
J. W. Coons Advisors, LLC 770.17%0.24%0.36%Q4 2020Q2 20227
Radnor Capital Management, LLC 610.09%0.11%0.15%Q4 2021Q3 20237
Y-Intercept (Hong Kong) Ltd 430.06%0.30%0.67%Q3 2021Q2 20237
Robertson Stephens Wealth Management, LLC 610.02%0.03%0.04%Q3 2021Q3 20237
Crake Asset Management LLP 771.14%3.00%5.50%Q3 2020Q1 20227
Magnetar Financial LLC 210.00%0.01%0.02%Q3 2013Q4 20217
Clal Insurance Enterprises Holdings Ltd 770.01%0.49%0.79%Q2 2020Q4 20217
HALL CAPITAL MANAGEMENT CO INC 430.12%0.14%0.18%Q2 2021Q2 20237
Core Wealth Advisors, Inc. 430.00%0.31%0.92%Q2 2021Q1 20237
MRA Advisory Group 770.32%0.38%0.42%Q2 2021Q4 20227
Fund Management at Engine No. 1 LLC 770.23%0.27%0.30%Q1 2022Q3 20237
Horizon Wealth Management, LLC 770.09%0.13%0.21%Q4 2021Q2 20237
Zions Trust, National Association 770.02%0.03%0.04%Q2 2013Q4 20147
Spectrum Management Group, LLC 770.53%0.91%1.32%Q1 2021Q3 20227
Point72 Europe (London) LLP 321.10%3.43%8.95%Q2 2020Q4 20227
Global Trust Asset Management, LLC 510.03%0.05%0.13%Q4 2017Q3 20216
Virtus Investment Advisers, Inc. 660.02%0.34%0.43%Q3 2016Q4 20176
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 330.06%0.10%0.14%Q1 2019Q4 20216
Machina Capital S.A.S. 210.13%0.64%2.56%Q2 2019Q2 20236
ICA Group Wealth Management, LLC 660.00%0.06%0.11%Q1 2022Q2 20236
KARPAS STRATEGIES, LLC 420.06%0.07%0.08%Q2 2021Q2 20236
Jafra Capital Management LP 660.42%1.25%1.79%Q4 2016Q1 20186
OLD MISSION CAPITAL LLC 210.00%0.01%0.05%Q2 2017Q3 20226
CANTOR FITZGERALD, L. P. 420.01%0.01%0.04%Q1 2022Q3 20236
NICOLA WEALTH MANAGEMENT LTD. 660.68%1.39%1.67%Q4 2020Q1 20226
American Trust 660.02%0.02%0.03%Q1 2022Q2 20236
Bangor Savings Bank 660.02%0.02%0.03%Q2 2022Q3 20236
Banco BTG Pactual S.A. 420.13%0.46%0.88%Q2 2018Q4 20196
OPUS INVESTMENT MANAGEMENT INC 660.20%0.48%0.67%Q1 2022Q2 20236
COMMUNITY BANK SYSTEM, INC. 660.02%0.03%0.03%Q2 2013Q3 20146
Kingfisher Capital LLC 510.06%0.19%0.82%Q3 2015Q3 20236
Copeland Capital Management, LLC 660.15%0.20%0.26%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.29%0.30%0.32%Q2 2022Q3 20236
Crosspoint Capital Strategies, LLC 510.01%0.02%0.04%Q4 2013Q4 20156
Kalos Management, Inc. 510.00%0.29%0.41%Q4 2015Q2 20196
WBI INVESTMENTS, LLC 210.02%0.09%0.14%Q3 2016Q4 20206
BERNZOTT CAPITAL ADVISORS 660.27%0.94%1.49%Q2 2022Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
GUARDIAN CAPITAL LP 660.00%0.01%0.01%Q3 2016Q4 20176
DGS Capital Management, LLC 660.16%0.17%0.19%Q4 2021Q1 20236
Worth Asset Management, LLC 660.00%0.01%0.01%Q1 2022Q2 20236
Stevens First Principles Investment Advisors 420.01%0.06%0.15%Q3 2013Q3 20156
New Jersey Better Educational Savings Trust 410.28%0.41%0.53%Q1 2014Q3 20186
Sendero Wealth Management, LLC 660.15%0.25%0.46%Q4 2021Q1 20236
TFO Wealth Partners, LLC 410.00%0.00%0.02%Q4 2019Q3 20236
Czech National Bank 660.29%0.32%0.35%Q3 2022Q4 20236
SUFFOLK CAPITAL MANAGEMENT LLC 660.45%0.99%1.74%Q1 2017Q2 20186
Winch Advisory Services, LLC 660.05%0.10%0.24%Q4 2016Q1 20186
Bryn Mawr Capital Management, LLC 510.01%0.06%0.09%Q1 2022Q3 20236
Lansing Street Advisors 660.58%0.64%0.69%Q1 2022Q2 20236
Private Advisory Group LLC 660.08%0.46%1.60%Q4 2016Q1 20186
CAPITAL COUNSEL LLC/NY 660.01%0.01%0.02%Q3 2013Q4 20146
22NW, LP 660.39%0.68%0.91%Q4 2016Q1 20186
SpiderRock Advisors, LLC 330.00%0.24%1.20%Q1 2017Q3 20176
Espalier Global Management LLC 320.23%0.81%1.50%Q2 2013Q4 20146
CHURCHILL MANAGEMENT Corp 410.01%0.15%0.28%Q3 2014Q3 20226
44 WEALTH MANAGEMENT LLC 660.22%0.44%0.58%Q4 2020Q1 20226
Partnervest Advisory Services LLC 420.00%0.04%0.13%Q3 2013Q4 20186
Syntal Capital Partners, LLC 410.07%0.38%0.66%Q1 2014Q4 20216
Everhart Financial Group, Inc. 660.15%0.17%0.19%Q2 2022Q3 20236
Stamos Capital Partners, L.P. 331.00%2.11%2.89%Q4 2018Q2 20226
HUTCHENS INVESTMENT MANAGEMENT INC 510.00%1.99%2.58%Q4 2014Q4 20176
ASB Consultores, LLC 420.13%0.19%0.25%Q4 2021Q3 20236
Capital Asset Advisory Services LLC 510.01%0.05%0.08%Q4 2020Q3 20236
MAPLE SECURITIES USA INC 660.04%0.36%1.72%Q2 2013Q3 20146
WEATHERLY ASSET MANAGEMENT L. P. 660.03%0.03%0.03%Q1 2021Q2 20226
ADVOCATE GROUP LLC 661.24%1.37%1.42%Q2 2022Q3 20236
CONFLUENCE INVESTMENT MANAGEMENT LLC 660.00%0.00%0.01%Q3 2018Q4 20196
Ascent Group, LLC 660.03%0.03%0.04%Q4 2021Q1 20236
First National Advisers, LLC 660.31%0.56%0.70%Q2 2022Q3 20236
Acrospire Investment Management LLC 660.03%0.08%0.14%Q1 2016Q2 20176
FIRST NATIONAL BANK SIOUX FALLS 660.13%0.15%0.18%Q2 2013Q3 20146
Delta Accumulation, LLC 330.14%0.31%0.40%Q1 2023Q3 20236
Fort Sheridan Advisors LLC 660.07%0.08%0.09%Q3 2021Q4 20226
INHERENT GROUP, LP 440.18%0.81%1.68%Q4 2020Q3 20216
Mount Lucas Management LP 660.85%1.96%3.62%Q4 2020Q1 20226
STEWART & PATTEN CO LLC 660.04%0.05%0.05%Q3 2013Q4 20146
FORT PITT CAPITAL GROUP, LLC 660.00%0.01%0.02%Q4 2020Q1 20226
Precision Wealth Strategies, LLC 660.34%0.57%0.71%Q2 2021Q3 20226
KEELEY ASSET MANAGEMENT CORP 660.03%0.04%0.04%Q3 2013Q4 20146
Resurgent Financial Advisors LLC 510.36%0.54%0.93%Q4 2021Q3 20236
Blue Trust, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Knott David M Jr 660.01%0.01%0.01%Q2 2022Q3 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 550.18%4.65%23.96%Q3 2015Q3 20166
Cunning Capital Partners, LP 661.16%1.44%1.92%Q2 2022Q3 20236
JAG CAPITAL MANAGEMENT, LLC 660.96%1.84%2.99%Q4 2016Q1 20186
Ferris Capital, LLC 510.03%0.04%0.05%Q2 2017Q1 20196
Madison Asset Management, LLC 660.00%0.32%0.48%Q2 2022Q3 20236
STRYCKER VIEW CAPITAL LLC 312.10%5.19%9.69%Q4 2016Q4 20206
Corsicana & Co. 660.03%0.04%0.05%Q2 2021Q3 20226
LGT Fund Management Co Ltd. 330.41%0.89%2.63%Q4 2021Q3 20236
RAINIER INVESTMENT MANAGEMENT LLC 660.40%1.20%1.44%Q3 2013Q4 20146
SITTNER & NELSON, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
SEI TRUST CO 660.30%0.37%0.46%Q2 2013Q3 20146
Parkwood LLC 210.03%0.06%0.11%Q4 2013Q4 20176
Lloyds Banking Group plc 660.13%0.20%0.24%Q2 2013Q3 20146
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.03%0.04%Q4 2018Q3 20216
Verity Asset Management, Inc. 421.00%2.08%3.36%Q4 2014Q1 20186
Ameritas Advisory Services, LLC 660.01%0.02%0.02%Q4 2021Q1 20236
Philadelphia Financial Management of San Francisco, LLC 513.10%3.83%5.18%Q2 2013Q3 20166
BREMER TRUST NATIONAL ASSOCIATION 660.07%0.21%0.43%Q3 2017Q4 20186
LITTLE HOUSE CAPITAL LLC 410.00%0.21%0.29%Q1 2019Q1 20226
XY Capital Ltd 330.31%0.42%0.66%Q1 2023Q3 20236
MITCHELL CAPITAL MANAGEMENT CO 660.21%0.68%0.93%Q3 2020Q4 20216
Knuff & Co LLC 660.01%0.01%0.03%Q2 2022Q3 20236
XTX Topco Ltd 410.06%0.26%0.77%Q1 2021Q2 20236
Legacy Advisors, LLC 510.00%0.01%0.02%Q3 2017Q1 20196
Freedman Financial Associates, Inc. 660.03%0.58%0.92%Q4 2020Q1 20226
Stanley-Laman Group, Ltd. 410.04%0.20%0.95%Q4 2014Q1 20196
Kernodle & Katon Asset Management Group, LLC 660.01%0.01%0.02%Q4 2015Q1 20176
Princeton Alpha Management LP 330.07%0.17%0.39%Q1 2014Q1 20166
Point View Wealth Management, Inc. 310.09%0.12%0.23%Q1 2019Q4 20206
INTECH INVESTMENT MANAGEMENT LLC 660.55%0.66%0.90%Q2 2022Q3 20236
Eagle Strategies LLC 420.06%0.07%0.09%Q4 2021Q3 20236
CASTLE WEALTH MANAGEMENT LLC 660.03%0.34%0.59%Q2 2022Q3 20236
CAPITAL MANAGEMENT ASSOCIATES /NY/ 660.56%1.18%1.44%Q4 2020Q1 20226
FAS Wealth Partners, Inc. 660.06%0.12%0.16%Q2 2022Q3 20236
Shay Capital LLC 410.03%0.16%0.40%Q4 2020Q1 20226
NWK Group, Inc. 510.58%1.60%2.02%Q4 2020Q4 20226
Selective Wealth Management, Inc. 660.02%0.05%0.12%Q2 2021Q3 20226
Meristem Family Wealth, LLC 660.04%0.05%0.06%Q4 2020Q1 20226
Bronson Point Management LLC 410.87%2.18%5.42%Q2 2013Q4 20206
Jackson Wealth Management, LLC 420.51%0.79%1.25%Q1 2022Q3 20236
Scott & Selber, Inc. 661.91%2.03%2.26%Q3 2013Q4 20146
SANDLER CAPITAL MANAGEMENT 310.40%1.42%2.93%Q4 2018Q2 20226
Power Corp of Canada 510.24%0.61%0.88%Q1 2022Q3 20236
Quantum Financial Advisors, LLC 660.09%0.11%0.14%Q2 2022Q3 20236
AVALON CAPITAL MANAGEMENT 510.09%0.28%1.09%Q2 2017Q3 20226
Cornerstone Wealth Group, LLC 420.39%0.63%0.75%Q1 2019Q3 20236
PRINCETON CAPITAL MANAGEMENT LLC 510.01%1.09%1.56%Q4 2015Q4 20186
Northwest Bancshares, Inc. 510.04%0.05%0.05%Q3 2021Q3 20236
LMCG INVESTMENTS, LLC 660.15%0.17%0.18%Q2 2022Q3 20236
Saba Capital Management, L.P. 330.02%0.10%0.17%Q2 2022Q4 20226
REDW Wealth LLC 420.06%0.07%0.08%Q2 2021Q1 20236
CAMPBELL NEWMAN ASSET MANAGEMENT INC 510.04%0.04%0.05%Q2 2014Q3 20166
Quad-Cities Investment Group, LLC 660.01%0.01%0.02%Q2 2018Q3 20196
Tatro Capital, LLC 660.16%0.26%0.54%Q4 2020Q1 20226
Beech Hill Advisors, Inc. 310.12%0.77%1.89%Q2 2013Q3 20186
Blueprint Investment Partners LLC 330.06%0.16%0.28%Q3 2021Q1 20236
Seven Bridges Advisors LLC 660.91%1.12%1.59%Q3 2016Q4 20176
Alpine Global Management, LLC 310.09%0.14%0.25%Q4 2014Q2 20206
REINHART PARTNERS, LLC. 660.04%0.04%0.05%Q1 2017Q2 20186
Catalyst Capital Advisors LLC 510.02%0.25%0.34%Q4 2019Q1 20226
Wellington Shields & Co., LLC 660.00%0.01%0.01%Q2 2022Q3 20236
INFRASTRUCTURE CAPITAL ADVISORS, LLC 310.03%0.04%0.05%Q4 2017Q3 20236
SHAPIRO ROBERT N 660.02%0.03%0.05%Q3 2013Q4 20146
JABODON PT CO 510.61%1.41%2.06%Q4 2018Q2 20206
Frontier Wealth Management LLC 330.01%0.03%0.05%Q1 2017Q1 20226
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.02%0.03%0.04%Q2 2013Q3 20146
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.19%0.21%0.23%Q2 2022Q3 20236
Portman Square Capital LLP 110.01%0.16%0.55%Q4 2022Q3 20236
FNY Managed Accounts LLC 210.01%0.10%0.39%Q2 2015Q4 20176
1919 Investment Counsel, LLC 660.00%0.00%0.01%Q2 2013Q3 20146
Jump Financial, LLC 210.01%0.03%0.06%Q1 2021Q3 20236
Altman Advisors, Inc. 410.77%0.90%1.17%Q2 2022Q3 20235
EMERALD ADVISERS, LLC 320.01%0.01%0.02%Q4 2013Q1 20155
INGALLS & SNYDER LLC 550.02%0.02%0.04%Q4 2018Q4 20195
Wilmington Funds Management Corp 550.06%0.08%0.10%Q2 2013Q2 20145
LODESTAR INVESTMENT COUNSEL LLC/IL 550.02%0.03%0.03%Q3 2017Q3 20185
TEXAS CAPITAL BANCSHARES INC/TX 320.11%0.20%0.33%Q4 2014Q3 20235
ZACKS INVESTMENT MANAGEMENT 310.00%0.01%0.01%Q2 2015Q1 20225
SPOT TRADING L.L.C. 220.00%0.04%0.07%Q2 2017Q3 20175
SLS MANAGEMENT LLC 312.63%3.40%5.91%Q3 2013Q3 20155
MILLER VALUE PARTNERS, LLC 550.79%0.98%1.10%Q2 2013Q2 20145
ABEILLE ASSET MANAGEMENT SA 550.51%0.81%1.08%Q4 2021Q4 20225
SHEETS SMITH WEALTH MANAGEMENT 320.15%0.23%0.35%Q3 2014Q4 20155
Geneva Advisors, LLC 210.01%0.02%0.04%Q2 2014Q1 20175
Profit Investment Management, LLC 551.23%1.71%1.97%Q1 2015Q1 20165
First National Bank of Hutchinson 550.08%0.28%0.40%Q4 2020Q4 20215
Independence Trust CO 210.13%0.22%0.38%Q1 2014Q4 20155
Altshuler Shaham Ltd 320.00%0.00%0.00%Q3 2019Q3 20215
Copper Rock Capital Partners, LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Fulcrum Asset Management LLP 550.17%0.37%0.45%Q1 2021Q1 20225
ALPS ADVISORS INC 210.00%0.01%0.02%Q4 2017Q1 20205
Crow Point Partners, LLC 550.03%0.03%0.04%Q1 2017Q1 20185
Columbus Hill Capital Management, L.P. 310.35%1.94%4.65%Q2 2013Q3 20185
KETTLE HILL CAPITAL MANAGEMENT, LLC 212.34%5.86%8.84%Q1 2020Q3 20235
Brown Advisory Securities, LLC 410.04%0.06%0.08%Q3 2015Q4 20185
Nicholas Investment Partners, LP 550.14%0.47%0.64%Q1 2021Q1 20225
Man Investments Ltd 550.02%0.14%0.29%Q2 2013Q2 20145
Marquette Asset Management, LLC 210.00%0.00%0.00%Q1 2019Q3 20235
Wilmington Trust Investment Management, LLC 550.08%0.13%0.17%Q2 2013Q2 20145
Birch Hill Investment Advisors LLC 410.01%0.01%0.01%Q2 2021Q2 20235
DECADE CAPITAL MANAGEMENT LLC 410.07%0.29%0.48%Q2 2013Q3 20155
Amida Capital Management II, LLC 310.01%0.21%0.39%Q1 2013Q2 20145
Palisades Investment Partners, LLC 551.36%1.44%1.49%Q2 2013Q2 20145
OXFORD ASSET MANAGEMENT LLP 110.02%0.16%0.32%Q2 2013Q4 20195
CTC LLC 550.00%0.01%0.02%Q1 2022Q1 20235
Chanos & Co LP 552.19%3.76%4.51%Q4 2013Q4 20145
361 CAPITAL LLC 310.37%0.67%1.38%Q3 2016Q2 20205
Banyan Partners, LLC 550.02%0.22%0.37%Q3 2013Q3 20145
NATIONAL PLANNING CORP 410.01%0.02%0.03%Q2 2013Q4 20145
Hoxton Financial, Inc. 550.00%0.00%0.00%Q2 2013Q2 20145
AFT, FORSYTH & COMPANY, INC. 210.00%0.08%0.16%Q2 2013Q2 20235
Nelson Capital Management, LLC 310.00%0.00%0.00%Q2 2017Q3 20195
SPROTT INC. 550.06%0.07%0.09%Q4 2013Q4 20145
Reliant Investment Management, LLC 310.12%0.15%0.22%Q1 2020Q1 20225
TOBAM 320.00%0.01%0.02%Q2 2022Q3 20235
FOX RUN MANAGEMENT, L.L.C. 410.10%0.19%0.28%Q1 2017Q2 20185
Price Wealth, LLC 320.00%0.01%0.01%Q4 2017Q3 20205
Alta Advisers Ltd 550.17%0.18%0.19%Q3 2022Q3 20235
Krane Funds Advisors LLC 550.01%0.01%0.02%Q1 2021Q1 20225
PHH Investments, Ltd. 550.22%0.26%0.29%Q1 2018Q1 20195
Wilmington Trust, National Association 550.01%0.03%0.04%Q2 2013Q2 20145
Family Management Corp 210.00%0.16%0.28%Q1 2014Q2 20235
United Asset Strategies, Inc. 550.22%0.25%0.27%Q3 2022Q3 20235
Smith & Howard Wealth Management, LLC 320.07%0.09%0.12%Q2 2013Q2 20155
Liontrust Investment Partners LLP 320.12%0.16%0.20%Q4 2021Q3 20235
Hartford Funds Management Co LLC 550.03%0.07%0.08%Q3 2022Q3 20235
Ascent Wealth Partners, LLC 550.31%0.37%0.40%Q1 2022Q1 20235
Cognios Capital, LLC 210.09%0.32%0.52%Q1 2017Q1 20205
Kemnay Advisory Services Inc. 550.35%0.46%0.57%Q2 2017Q2 20185
Tesco Pension Investment Ltd 552.23%2.32%2.42%Q2 2021Q2 20225
BTG Pactual Global Asset Management Ltd 110.22%1.02%1.67%Q1 2020Q4 20205
Alpha Family Trust 550.15%0.27%0.34%Q3 2022Q3 20235
Bank OZK 410.09%0.10%0.12%Q4 2014Q4 20215
Gator Capital Management, LLC 552.80%3.17%3.43%Q4 2014Q4 20155
Advisory Alpha, LLC 310.00%0.00%0.00%Q1 2019Q3 20205
KMS FINANCIAL SERVICES, INC 550.05%0.05%0.06%Q3 2013Q3 20145
Alaska Permanent Fund Corp 550.01%0.05%0.11%Q1 2020Q1 20215
Bramshill Investments, LLC 550.01%0.20%0.29%Q4 2018Q4 20195
McNamara Financial Services, Inc. 552.23%2.39%2.58%Q4 2014Q4 20155
Farmers National Bank 320.04%0.07%0.09%Q4 2017Q2 20195
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Tilden Park Management I LLC 312.33%6.09%15.13%Q4 2017Q4 20185
Park Avenue Institutional Advisers LLC 550.20%0.26%0.32%Q2 2015Q2 20165
River Wealth Advisors LLC 320.01%0.02%0.04%Q2 2018Q2 20225
Optimal Asset Management, Inc. 550.05%0.13%0.20%Q3 2020Q3 20215
Aptus Capital Advisors, LLC 550.12%0.18%0.23%Q3 2022Q3 20235
Kaizen Advisory, LLC 550.04%0.08%0.10%Q4 2017Q4 20185
Crescent Capital Consulting, LLC 550.01%0.01%0.01%Q4 2020Q4 20215
Delphi Private Advisors LLC 550.01%0.01%0.02%Q4 2015Q4 20165
Harbour Capital Advisors, LLC 310.04%0.24%0.42%Q1 2017Q3 20235
Vantis Investment Advisers L.P. 410.10%3.48%7.43%Q3 2018Q3 20205
CAMG Solamere Management, LLC 550.39%0.91%1.28%Q3 2020Q3 20215
Garner Asset Management Corp 550.38%0.43%0.60%Q3 2022Q3 20235
MPS Loria Financial Planners, LLC 410.00%0.02%0.04%Q2 2017Q1 20215
Claraphi Advisory Network, LLC 410.00%0.26%0.40%Q1 2020Q4 20215
Gemsstock Ltd. 553.31%5.44%8.54%Q4 2020Q4 20215
Tibra Equities Europe Ltd 310.12%1.35%5.78%Q3 2018Q2 20205
Versant Capital Management, Inc 410.00%0.00%0.00%Q4 2015Q4 20235
WELD CAPITAL MANAGEMENT LLC 210.14%0.27%0.46%Q1 2019Q2 20215
Retirement Group, LLC 210.00%0.00%0.01%Q4 2019Q2 20235
FORA Capital, LLC 210.34%0.56%0.74%Q1 2020Q3 20235
FNY Investment Advisers, LLC 210.00%0.02%0.05%Q2 2018Q1 20235
Radin Capital Partners Inc. 555.23%6.72%9.31%Q3 2018Q3 20195
Kavar Capital Partners, LLC 320.01%0.01%0.01%Q4 2013Q4 20155
Legend Financial Advisors, Inc. 550.01%0.01%0.01%Q3 2022Q3 20235
Red Door Wealth Management, LLC 320.01%0.07%0.11%Q1 2020Q4 20215
Clear Creek Financial Management, LLC 410.04%0.04%0.05%Q2 2021Q4 20225
TPI Fund Managers Ltd 552.18%2.31%2.42%Q2 2021Q2 20225
NexWave Capital Partners LLC 550.43%1.62%2.81%Q4 2020Q4 20215
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Mayfair Advisory Group, LLC 310.20%0.25%0.28%Q4 2021Q2 20235
DCF Advisers, LLC 550.50%0.63%0.76%Q4 2020Q4 20215
Resonant Capital Advisors, LLC 410.02%0.03%0.04%Q1 2022Q3 20235
Center for Financial Planning, Inc. 320.00%0.00%0.00%Q4 2021Q3 20235
Total Clarity Wealth Management, Inc. 210.02%0.02%0.05%Q4 2019Q2 20225
Sowa Financial Group, Inc. 550.02%0.03%0.04%Q4 2019Q4 20205
GraniteShares Advisors LLC 320.37%0.38%0.41%Q4 2021Q1 20235
STABLEFORD CAPITAL II LLC 320.26%0.36%0.43%Q3 2021Q4 20225
PGIM Custom Harvest LLC 320.06%0.17%0.26%Q1 2021Q1 20235
FLYNN ZITO CAPITAL MANAGEMENT, LLC 320.14%0.16%0.19%Q4 2021Q3 20235
Canvas Wealth Advisors, LLC 410.09%0.15%0.16%Q1 2021Q2 20225
SELDON CAPITAL LP 550.01%0.02%0.02%Q4 2021Q4 20225
JTC Employer Solutions Trustee Ltd 550.01%0.01%0.02%Q3 2022Q3 20235
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
READYSTATE ASSET MANAGEMENT LP 110.03%0.12%0.20%Q1 2023Q3 20235
CoreCap Advisors, LLC 550.04%0.08%0.11%Q4 2021Q4 20225
Masso Torrence Wealth Management Inc. 410.00%0.19%0.29%Q4 2021Q3 20235
PRIMORIS WEALTH ADVISORS, LLC 320.19%0.25%0.35%Q4 2021Q2 20235
Ameliora Wealth Management Ltd. 550.88%0.99%1.06%Q3 2022Q3 20235
Red Tortoise LLC 410.00%0.01%0.01%Q3 2021Q3 20235
Raleigh Capital Management Inc. 410.00%0.10%0.14%Q1 2022Q3 20235
AlphaCentric Advisors LLC 550.05%0.08%0.11%Q4 2020Q4 20215
Alley Investment Management Company, LLC 410.03%0.42%0.53%Q1 2022Q3 20235
WILLNER & HELLER, LLC 550.46%0.48%0.50%Q4 2021Q4 20225
Joule Financial, LLC 550.14%0.19%0.22%Q2 2022Q2 20235
Tradewinds, LLC. 322.14%2.24%2.34%Q2 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.21%0.28%0.33%Q3 2022Q3 20235
Compass Wealth Management LLC 550.03%0.03%0.03%Q4 2022Q4 20235
Baron Wealth Management LLC 550.23%0.25%0.29%Q4 2022Q4 20235
FIRST HORIZON CORP 410.00%0.02%0.05%Q2 2013Q2 20215
MONEY CONCEPTS CAPITAL CORP 410.00%0.01%0.02%Q1 2021Q4 20225
STRATTON MANAGEMENT CO 550.13%0.26%0.45%Q4 2014Q4 20155
ZWJ INVESTMENT COUNSEL INC 210.01%0.01%0.02%Q4 2019Q4 20215
Atlantic Union Bankshares Corp 410.01%0.14%0.20%Q1 2014Q1 20205
GODSEY & GIBB, INC 410.02%0.03%0.06%Q2 2022Q3 20235
BARRETT & COMPANY, INC. 550.01%0.01%0.01%Q3 2022Q3 20235
FSB PREMIER WEALTH MANAGEMENT, INC. 550.11%0.12%0.13%Q4 2021Q4 20225
ADVISORY RESEARCH INC 210.00%0.01%0.04%Q1 2014Q3 20235
WILMINGTON TRUST CO 550.05%0.06%0.07%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.00%0.02%0.03%Q4 2016Q4 20175
BEESE FULMER INVESTMENT MANAGEMENT, INC. 410.00%0.09%0.13%Q2 2020Q3 20235
HARTLINE INVESTMENT CORP/ 410.04%0.19%0.38%Q4 2021Q3 20235
Lion Street Advisors, LLC 110.04%0.11%0.17%Q1 2020Q3 20234
Invictus RG Pte. Ltd. 440.02%0.04%0.07%Q2 2013Q1 20144
Paralel Advisors LLC 440.10%0.10%0.10%Q4 2022Q3 20234
IMPACTfolio, LLC 440.20%0.22%0.24%Q1 2022Q4 20224
Nalls Sherbakoff Group, LLC 310.04%0.06%0.07%Q4 2018Q3 20234
Fifth Third Wealth Advisors LLC 440.50%0.60%0.77%Q1 2023Q4 20234
Strait & Sound Wealth Management LLC 440.22%0.28%0.34%Q4 2022Q3 20234
Cinctive Capital Management LP 220.08%0.21%0.33%Q2 2021Q3 20234
Park Place Capital Corp 440.06%0.07%0.09%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.08%0.10%Q4 2022Q3 20234
OSTERWEIS CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.23%0.28%0.35%Q4 2022Q3 20234
Clifford Group, LLC 440.56%0.61%0.65%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.04%0.10%0.17%Q4 2021Q3 20224
VIAWEALTH, LLC 440.27%0.37%0.50%Q4 2022Q3 20234
STAR Financial Bank 440.38%0.39%0.41%Q4 2022Q3 20234
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 220.10%0.21%0.33%Q4 2020Q2 20224
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.08%0.09%0.12%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.04%0.14%0.22%Q4 2022Q3 20234
MAGNOLIA CAPITAL MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
River Street Advisors LLC 441.18%1.23%1.31%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.15%0.20%0.26%Q4 2022Q3 20234
Breakwater Capital Group 440.18%0.20%0.21%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.02%0.02%0.02%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Schear Investment Advisers, LLC 441.30%1.46%1.59%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.30%0.39%0.46%Q4 2022Q3 20234
Gradient Capital Advisors, LLC 440.18%0.21%0.24%Q4 2017Q3 20184
Register Financial Advisors LLC 440.04%0.06%0.07%Q4 2022Q3 20234
Neo Ivy Capital Management 110.09%0.30%0.62%Q3 2019Q2 20234
JOURNEY STRATEGIC WEALTH LLC 220.03%0.03%0.03%Q4 2021Q4 20224
Trifecta Capital Advisors, LLC 441.33%1.49%1.67%Q4 2022Q3 20234
DRIEHAUS CAPITAL MANAGEMENT LLC 440.10%0.24%0.30%Q2 2013Q1 20144
New Millennium Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.52%0.60%0.69%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.23%0.24%0.26%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.15%0.23%0.37%Q4 2022Q3 20234
DoubleLine ETF Adviser LP 440.58%0.67%0.81%Q4 2022Q3 20234
Sustainable Insight Capital Management, LLC 220.12%0.13%0.14%Q4 2020Q4 20214
FourThought Financial Partners, LLC 440.12%0.14%0.16%Q4 2022Q3 20234
Fiduciary Alliance LLC 441.35%1.51%1.64%Q4 2022Q3 20234
Colonial Trust Co / SC 440.00%0.01%0.02%Q4 2022Q3 20234
DENVER INVESTMENT ADVISORS LLC 440.07%0.09%0.11%Q4 2014Q3 20154
Emerald Advisors, LLC 440.19%0.21%0.25%Q4 2020Q3 20214
Cyndeo Wealth Partners, LLC 440.16%0.21%0.30%Q4 2022Q3 20234
HARBOR CAPITAL ADVISORS, INC. 440.34%0.39%0.51%Q1 2023Q4 20234
Corient Private Wealth LLC 440.15%0.29%0.40%Q4 2022Q3 20234
Semper Trust Co. 310.58%0.67%0.74%Q4 2014Q4 20154
Benchmark Investment Advisors LLC 440.32%0.60%1.04%Q4 2021Q3 20224
Herring Creek Capital Management, LLC 313.61%4.20%4.45%Q4 2013Q3 20154
VALLEY FORGE ASSET MANAGEMENT, LLC 441.61%1.98%2.25%Q1 2015Q4 20154
Carroll Investors, Inc 441.74%2.39%2.76%Q3 2022Q2 20234
Capital Group Investment Management Pte. Ltd. 440.06%0.08%0.11%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
LINDEN ADVISORS LP 310.04%0.67%1.11%Q2 2013Q4 20164
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.20%0.22%0.22%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Carmignac Gestion 312.04%3.00%3.46%Q1 2013Q2 20154
NINE MASTS CAPITAL Ltd 220.02%0.19%0.37%Q2 2018Q3 20184
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Ergoteles LLC 210.04%0.75%1.46%Q3 2021Q2 20234
Corbenic Partners LLC 440.00%0.00%0.00%Q3 2021Q2 20224
SCHNEIDER CAPITAL MANAGEMENT CORP 440.11%0.40%0.52%Q2 2013Q1 20144
KARLINSKI ANDREW C 440.02%0.02%0.03%Q4 2021Q3 20224
SageView Advisory Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Harvest Portfolios Group Inc. 440.98%1.03%1.15%Q4 2022Q3 20234
Waverly Advisors, LLC 440.00%0.00%0.01%Q4 2013Q3 20144
DUMONT & BLAKE INVESTMENT ADVISORS LLC 220.03%0.04%0.06%Q3 2021Q4 20214
Truvestments Capital LLC 210.00%0.01%0.02%Q3 2018Q3 20234
Menard Financial Group LLC 220.16%0.60%1.45%Q3 2021Q2 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.02%0.03%0.06%Q4 2022Q3 20234
FMA ADVISORY INC 440.82%1.11%1.35%Q4 2020Q3 20214
FRANKLIN STREET ADVISORS INC /NC 220.06%0.12%0.18%Q3 2016Q3 20234
Zebra Capital Management LLC 440.14%0.15%0.17%Q3 2018Q2 20194
CHAPIN DAVIS, INC. 440.23%0.26%0.31%Q4 2022Q3 20234
Keebeck Wealth Management, LLC 210.02%0.03%0.05%Q4 2019Q3 20224
F&C Asset Management plc 440.07%0.08%0.10%Q2 2013Q1 20144
Aspen Grove Capital, LLC 441.02%1.23%1.41%Q4 2022Q3 20234
Vest Financial, LLC 440.06%0.30%0.47%Q4 2022Q3 20234
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Miura Global Management 440.76%0.93%1.33%Q2 2020Q1 20214
Johnson Financial Group, LLC 440.08%0.13%0.18%Q1 2021Q4 20214
Standard Family Office LLC 310.02%0.11%0.15%Q4 2020Q3 20224
Truadvice, LLC 440.10%0.13%0.16%Q3 2020Q2 20214
Ridgewood Investments LLC 440.18%0.25%0.34%Q1 2021Q4 20214
Campbell & CO Investment Adviser LLC 210.51%0.58%0.67%Q3 2013Q3 20184
Leith Wheeler Investment Counsel Ltd. 440.13%0.14%0.15%Q1 2021Q4 20214
Golden State Wealth Management, LLC 310.00%0.15%0.21%Q1 2019Q1 20204
Investment Management Corp of Ontario 440.13%0.14%0.16%Q4 2022Q3 20234
Algebris (UK) Ltd 210.21%2.02%4.40%Q4 2018Q2 20204
Azora Capital LP 211.99%5.79%10.25%Q1 2019Q2 20204
Ahrens Investment Partners LLC 310.01%0.01%0.02%Q4 2021Q1 20234
Phocas Financial Corp. 220.02%0.02%0.03%Q1 2015Q1 20164
Lee Capital Holdings LLC 440.77%1.60%2.38%Q3 2021Q2 20224
Financial Sense Advisors, Inc. 442.19%2.43%2.75%Q3 2014Q2 20154
ROCKLAND TRUST CO 440.02%0.02%0.02%Q2 2021Q1 20224
LWM Advisory Services, LLC 440.27%0.30%0.34%Q4 2021Q3 20224
Meeder Advisory Services, Inc. 440.22%0.24%0.27%Q4 2022Q3 20234
ARCADIA INVESTMENT MANAGEMENT CORP/MI 440.00%0.00%0.00%Q4 2022Q3 20234
WFA of San Diego, LLC 210.01%0.02%0.02%Q2 2022Q3 20234
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
NOVARE CAPITAL MANAGEMENT LLC 440.03%0.03%0.04%Q1 2022Q4 20224
Tradeworx Inc. 310.24%0.44%0.64%Q1 2013Q1 20144
Cutter & CO Brokerage, Inc. 440.07%0.11%0.13%Q1 2022Q4 20224
Financial Engines Advisors L.L.C. 440.00%0.00%0.00%Q4 2020Q3 20214
B. Metzler seel. Sohn & Co. Holding AG 440.08%0.13%0.20%Q4 2020Q3 20214
GARNET EQUITY CAPITAL HOLDINGS, INC. 441.70%3.29%4.44%Q4 2017Q3 20184
ACUITY INVESTMENT MANAGEMENT INC 220.06%0.26%0.56%Q1 2014Q1 20154
PFG Advisors 440.02%0.02%0.02%Q4 2022Q3 20234
SAC Capital Advisors LP 440.01%0.03%0.05%Q2 2013Q1 20144
Temasek Holdings (Private) Ltd 440.01%0.02%0.03%Q2 2017Q1 20184
Winton Capital Management Ltd 440.01%0.04%0.10%Q2 2013Q1 20144
MARINER INVESTMENT GROUP LLC 110.01%0.16%0.35%Q3 2013Q1 20204
WADDELL & ASSOCIATES, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
B. Riley Financial, Inc. 210.31%0.65%1.08%Q4 2015Q4 20164
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
West Branch Capital LLC 220.00%0.01%0.02%Q3 2022Q3 20234
Voleon Capital Management LP 110.62%5.62%10.86%Q2 2019Q2 20224
Almanack Investment Partners, LLC. 310.01%0.02%0.02%Q3 2021Q3 20224
Centerpoint Advisors, LLC 310.00%0.00%0.01%Q1 2018Q3 20234
ANALYTIC INVESTORS, LLC 210.01%0.05%0.13%Q2 2013Q2 20164
Journey Advisory Group, LLC 310.04%0.04%0.05%Q3 2022Q3 20234
ELLINGTON MANAGEMENT GROUP LLC 110.06%0.18%0.48%Q1 2014Q1 20204
Breithorn Capital Management 441.04%1.09%1.16%Q2 2013Q1 20144
Morningstar Investment Management LLC 440.05%0.06%0.08%Q4 2022Q3 20234
BESSEMER SECURITIES LLC 310.05%0.24%0.35%Q4 2018Q1 20224
JOYN Advisors, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
Accuvest Global Advisors 210.04%0.17%0.32%Q1 2017Q1 20224
Asset Allocation & Management Company, LLC 440.08%0.09%0.09%Q4 2021Q3 20224
DFPG INVESTMENTS, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
ALTFEST L J & CO INC 440.08%0.13%0.18%Q1 2020Q4 20204
DB Wealth Management Group, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Odey Holdings AG 443.74%5.73%8.32%Q2 2020Q1 20214
Orbitronix, LP 220.94%2.17%3.31%Q1 2015Q3 20164
NBW CAPITAL LLC 310.06%0.07%0.11%Q4 2020Q3 20234
OneAscent Wealth Management LLC 220.16%0.25%0.32%Q4 2020Q2 20224
Axiom Investment Management LLC 310.14%0.25%0.42%Q4 2018Q1 20204
USCA RIA LLC 310.06%0.16%0.25%Q1 2020Q2 20214
Clean Yield Group 310.00%0.01%0.01%Q4 2018Q4 20194
Cynosure Group, LLC 440.18%0.22%0.24%Q2 2019Q1 20204
FDO Partners, LLC 210.16%0.20%0.24%Q4 2015Q4 20174
J.Safra Asset Management Corp 310.00%1.15%2.90%Q4 2015Q1 20224
Relative Value Partners Group, LLC 310.02%0.02%0.02%Q1 2019Q3 20234
REGENTS OF THE UNIVERSITY OF CALIFORNIA 221.30%1.78%2.51%Q2 2013Q3 20144
Zenit Asset Management AB 441.20%1.49%1.81%Q2 2013Q1 20144
Pointe Capital Management LLC 210.05%2.88%7.26%Q2 2017Q1 20234
Gupta Wealth Management LLC 440.00%0.00%0.00%Q1 2015Q4 20154
TRILOGY GLOBAL ADVISORS LP 440.48%0.61%0.79%Q4 2015Q3 20164
tru Independence LLC 310.00%0.01%0.01%Q4 2019Q4 20204
Baader Bank Aktiengesellschaft 440.10%0.11%0.12%Q4 2021Q3 20224
Halpern Financial, Inc. 310.00%0.00%0.01%Q1 2021Q2 20224
Farther Finance Advisors, LLC 440.04%0.06%0.09%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.42%0.45%0.48%Q4 2022Q3 20234
Willow Creek Wealth Management Inc. 440.03%0.04%0.04%Q4 2022Q3 20234
Better Money Decisions, LLC 310.03%0.03%0.04%Q1 2021Q2 20224
General Partner, Inc. 440.01%0.01%0.01%Q1 2023Q4 20234
GRASSI INVESTMENT MANAGEMENT LLC 440.91%1.10%1.26%Q2 2013Q1 20144
55I, LLC 220.01%0.03%0.05%Q2 2021Q3 20224
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 220.05%0.15%0.26%Q3 2015Q3 20234
New Republic Capital, LLC 446.05%6.60%6.81%Q4 2022Q3 20234
First County Bank /CT/ 440.19%0.22%0.25%Q4 2022Q3 20234
S. R. Schill & Associates 440.14%0.17%0.21%Q4 2014Q3 20154
AGF MANAGEMENT LTD 440.06%0.15%0.22%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.00%0.01%0.01%Q4 2022Q3 20234
NORTH STAR ASSET MANAGEMENT INC 440.02%0.02%0.02%Q4 2016Q3 20174
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.03%0.04%Q4 2022Q3 20234
Odey Holdings Ltd 446.17%6.86%7.61%Q2 2021Q1 20224
Accurate Wealth Management, LLC 310.01%0.62%0.86%Q2 2021Q4 20224
ASCEND CAPITAL, LLC 210.11%0.25%0.49%Q3 2013Q1 20184
AFS Financial Group, LLC 440.54%0.69%0.97%Q4 2022Q3 20234
JB Capital LLC 440.12%0.13%0.14%Q3 2021Q2 20224
BECK CAPITAL MANAGEMENT, LLC 210.15%0.59%1.50%Q4 2013Q2 20184
Activest Wealth Management 310.00%0.00%0.01%Q2 2021Q2 20224
Roberts Capital Advisors, LLC 440.97%1.08%1.23%Q4 2021Q3 20224
Wakefield Asset Management LLLP 440.00%0.66%1.38%Q3 2018Q2 20194
Integris Wealth Management, LLC 440.14%0.16%0.17%Q4 2022Q3 20234
Vilas Fund, LP 442.69%3.25%4.49%Q4 2018Q3 20194
LBP AM SA 440.16%0.23%0.29%Q4 2022Q3 20234
Atika Capital Management LLC 210.54%1.04%1.35%Q4 2016Q3 20214
Harvest Investment Advisors, LLC 441.38%1.45%1.52%Q4 2022Q3 20234
OCCUDO QUANTITATIVE STRATEGIES LP 110.05%0.18%0.42%Q3 2021Q4 20223
Bellwether Advisors, LLC 210.00%0.05%0.14%Q4 2021Q3 20223
PDS Planning, Inc 330.06%0.06%0.06%Q1 2023Q3 20233
Advisor Resource Council 110.03%0.04%0.04%Q2 2021Q2 20223
Premia Global Advisors, LLC 210.16%0.17%0.18%Q4 2017Q1 20193
TradeLink Capital LLC 210.56%0.70%0.96%Q3 2015Q2 20203
RESOURCE CONSULTING GROUP INC 330.22%0.24%0.26%Q4 2021Q2 20223
Keel Point, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
ALPHASIMPLEX GROUP, LLC 330.75%0.78%0.83%Q1 2018Q3 20183
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Hosking & Co Ltd 330.76%0.81%0.84%Q4 2014Q2 20153
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 210.13%0.85%1.62%Q4 2015Q1 20173
C2C Wealth Management, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
VALINOR MANAGEMENT, L.P. 331.46%2.45%3.23%Q2 2013Q4 20133
Vigilare Wealth Management 330.17%0.22%0.26%Q4 2021Q2 20223
Fiduciary Planning LLC 330.02%0.02%0.02%Q3 2020Q1 20213
BAIRD ROBERT W & CO INC /WI/ 330.00%0.01%0.01%Q3 2014Q1 20153
Myriad Asset Management Ltd. 330.75%1.16%1.38%Q2 2021Q4 20213
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Ford Financial Group, LLC 110.00%0.02%0.04%Q4 2017Q4 20213
Buck Wealth Strategies, LLC 330.00%0.01%0.03%Q1 2023Q3 20233
Aviance Capital Partners, LLC 330.38%0.55%0.66%Q2 2015Q4 20153
GLG INC. 330.48%0.51%0.55%Q2 2013Q4 20133
Perella Weinberg Partners Capital Management LP 110.08%0.17%0.30%Q2 2013Q4 20183
Essex Savings Bank 330.08%0.08%0.09%Q2 2021Q4 20213
WealthTrust Fairport, LLC 210.00%0.00%0.00%Q2 2013Q2 20183
qPULA Trading Management LP 211.02%1.33%1.50%Q1 2021Q4 20213
PFG Investments, LLC 330.20%0.20%0.21%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
AMUSSEN HUNSAKER ASSOCIATES LLC 210.05%0.05%0.06%Q3 2018Q4 20213
GTS SECURITIES LLC 110.00%0.03%0.05%Q3 2023Q3 20233
Poplar Forest Capital LLC 210.04%2.47%4.58%Q4 2020Q4 20223
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.01%0.02%Q4 2021Q1 20233
QCM Cayman, Ltd. 110.06%0.20%0.35%Q3 2014Q1 20173
CWH Capital Management, Inc. 330.10%0.18%0.29%Q2 2020Q4 20203
U S GLOBAL INVESTORS INC 210.04%0.10%0.22%Q2 2013Q4 20173
GAM SYSTEMATIC LLP 330.06%0.12%0.21%Q4 2016Q2 20173
Legacy Capital Group California, Inc. 330.21%0.22%0.25%Q1 2023Q3 20233
Bruderman Asset Management, LLC 210.00%0.00%0.00%Q3 2016Q1 20193
Atom Investors LP 210.05%0.16%0.24%Q2 2020Q3 20233
Delta Financial Group, Inc. 210.09%0.11%0.12%Q4 2022Q3 20233
INVESTMENT PARTNERS, LTD. 210.09%0.10%0.10%Q4 2021Q3 20223
NORTHCAPE WEALTH MANAGEMENT, LLC 330.52%0.53%0.55%Q1 2023Q3 20233
Roof Advisory Group, Inc. 332.80%3.42%3.81%Q4 2017Q2 20183
Samalin Investment Counsel, LLC 210.05%0.15%0.20%Q4 2019Q3 20233
SYMPHONY ASSET MANAGEMENT LLC 210.10%0.14%0.21%Q4 2018Q4 20193
Bellwether Investment Group, LLC 210.07%0.14%0.25%Q2 2016Q1 20173
COWEN INC. 110.03%0.04%0.06%Q1 2013Q3 20173
Sageworth Trust Co of South Dakota 330.01%0.02%0.04%Q4 2021Q2 20223
Community Capital Management, LLC 330.31%0.33%0.36%Q4 2018Q2 20193
HIGHLAND CAPITAL MANAGEMENT LP 110.08%0.23%0.33%Q4 2015Q1 20193
ENGINE NO. 1 LLC 330.12%0.17%0.20%Q2 2021Q4 20213
FinTrust Investment Advisory Services, LLC 330.23%0.23%0.24%Q3 2017Q1 20183
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CenterStar Fund, LLC 110.04%0.19%0.50%Q4 2016Q4 20163
Paragon Wealth Strategies, LLC 210.02%0.04%0.06%Q2 2021Q4 20223
Steward Financial Group LLC 210.01%0.01%0.01%Q2 2022Q3 20233
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.01%0.02%Q2 2017Q3 20193
York Capital Management Global Advisors, LLC 330.04%0.31%0.46%Q1 2021Q3 20213
Perkins Investment Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
BEACON FINANCIAL GROUP 330.12%0.13%0.13%Q1 2023Q3 20233
Bouvel Investment Partners, LLC 210.01%0.77%1.17%Q4 2020Q3 20233
Western Pacific Wealth Management, LP 210.02%0.02%0.03%Q4 2021Q1 20233
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Farmers & Merchants Trust Co of Long Beach 330.06%0.07%0.08%Q1 2023Q3 20233
Harvest Investment Services, LLC 330.10%0.11%0.11%Q1 2021Q3 20213
Pinnacle Family Advisors, LLC 330.14%0.15%0.16%Q1 2021Q3 20213
BUTENSKY & COHEN FINANCIAL SECURITY, INC 330.00%0.00%0.00%Q2 2015Q4 20153
Simmons Bank 330.02%0.03%0.04%Q2 2021Q4 20213
INVESTORS TRUST INC 220.01%0.10%0.15%Q2 2013Q3 20133
ALGERT GLOBAL LLC 330.18%0.32%0.42%Q1 2020Q3 20203
Canoe Financial LP 330.87%1.15%1.38%Q1 2023Q3 20233
EVEXIA WEALTH LLC 331.56%1.71%1.82%Q1 2023Q3 20233
AlphaOne Investment Services, LLC 330.00%0.00%0.01%Q3 2017Q1 20183
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.10%0.10%0.12%Q4 2021Q2 20223
Belvedere Trading LLC 110.00%0.00%0.01%Q4 2014Q1 20233
Phillips Wealth Planners LLC 330.31%0.36%0.47%Q4 2022Q2 20233
Vinva Investment Management Ltd 330.21%0.24%0.29%Q1 2023Q3 20233
GW&K Investment Management, LLC 330.00%0.04%0.13%Q1 2023Q3 20233
RAMIUS ADVISORS LLC 210.00%0.37%0.82%Q1 2020Q4 20203
Exos TFP Holdings LLC 330.01%0.06%0.11%Q3 2022Q1 20233
Premier Fund Managers Ltd 330.01%0.02%0.02%Q2 2020Q4 20203
Silicon Valley Capital Partners 210.00%0.01%0.01%Q4 2022Q3 20233
VESTOR CAPITAL, LLC 330.39%0.41%0.46%Q1 2023Q3 20233
MONTAGE INVESTMENTS, LLC 330.28%0.36%0.53%Q1 2016Q3 20163
TD Capital Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
CHATHAM CAPITAL GROUP, INC. 330.06%0.12%0.22%Q1 2023Q3 20233
JBF Capital, Inc. 330.87%0.93%0.96%Q2 2013Q4 20133
TrinityPoint Wealth, LLC 330.04%0.05%0.06%Q2 2021Q4 20213
Lucia Wealth Services, LLC 330.32%0.37%0.42%Q4 2018Q2 20193
Van Hulzen Asset Management, LLC 330.06%0.06%0.08%Q2 2020Q4 20203
CADINHA & CO LLC 330.03%0.04%0.05%Q3 2017Q1 20183
Soltis Investment Advisors LLC 330.03%0.03%0.03%Q4 2022Q2 20233
Princeton Global Asset Management LLC 330.01%0.01%0.01%Q4 2019Q2 20203
MOODY ALDRICH PARTNERS LLC 210.09%0.12%0.13%Q2 2020Q1 20213
East Coast Asset Management, LLC. 330.01%0.01%0.01%Q4 2012Q2 20133
DRIVE WEALTH MANAGEMENT, LLC 330.26%0.30%0.33%Q4 2021Q2 20223
Curated Wealth Partners LLC 330.16%0.17%0.19%Q4 2020Q2 20213
Sovarnum Capital L.P. 110.24%0.61%1.30%Q4 2017Q2 20213
Phoenix Wealth Advisors 330.01%0.01%0.02%Q1 2021Q3 20213
Zenyatta Capital Management LP 210.41%1.33%2.88%Q4 2022Q3 20233
Oak Thistle LLC 110.11%0.28%0.37%Q1 2022Q3 20233
V-Square Quantitative Management LLC 330.38%0.51%0.66%Q1 2023Q3 20233
PointState Capital LP 110.07%0.47%1.18%Q2 2015Q1 20203
Horizons Wealth Management 330.00%0.00%0.00%Q2 2023Q4 20233
HFG Advisors, Inc. 330.21%0.23%0.24%Q4 2022Q2 20233
IVC Wealth Advisors LLC 330.13%0.15%0.16%Q4 2022Q2 20233
Texas Capital Bank Wealth Management Services Inc 210.06%0.50%0.74%Q3 2020Q3 20233
HORIZON BANCORP INC /IN/ 330.01%0.01%0.02%Q1 2023Q3 20233
Teewinot Capital Advisers, L.L.C. 110.01%1.84%3.53%Q1 2014Q3 20233
Clarkston Capital Partners, LLC 330.02%0.02%0.03%Q4 2021Q2 20223
Exane Asset Management 210.02%1.74%4.46%Q4 2015Q3 20183
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.01%0.03%0.08%Q1 2022Q3 20223
CALDWELL SUTTER CAPITAL, INC. 330.01%0.03%0.04%Q1 2023Q3 20233
Ulysses Management LLC 210.09%0.10%0.11%Q4 2017Q4 20213
FNY Partners Fund LP 210.00%0.02%0.06%Q4 2016Q4 20173
THOMPSON INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Alpha Omega Wealth Management LLC 210.00%0.01%0.01%Q2 2018Q2 20193
Full18 Capital LLC 332.24%2.32%2.42%Q4 2020Q2 20213
Sound View Wealth Advisors Group, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
METROPOLITAN CAPITAL ADVISORS INC 210.28%0.49%0.84%Q2 2014Q4 20153
Avalon Trust Co 330.10%0.12%0.14%Q1 2023Q3 20233
Kepos Capital LP 110.10%0.22%0.34%Q4 2017Q3 20193
SeaTown Holdings Pte. Ltd. 210.74%1.23%1.53%Q1 2017Q1 20223
Alta Wealth Advisors LLC 330.15%0.16%0.17%Q1 2022Q3 20223
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 330.25%0.26%0.27%Q2 2021Q4 20213
MD Financial Management Inc. 330.05%0.07%0.08%Q2 2021Q4 20213
Brown Shipley& Co Ltd 330.07%0.09%0.11%Q1 2023Q3 20233
Nilsine Partners, LLC 330.17%0.18%0.18%Q1 2023Q3 20233
O'Neil Global Advisors, Inc. 330.17%0.35%0.57%Q1 2021Q3 20213
Achievement Holdings L.P. 330.19%0.47%0.63%Q1 2015Q3 20153
PROVENCE WEALTH MANAGEMENT GROUP 330.02%0.11%0.18%Q1 2023Q3 20233
UNITED BANK 330.04%0.04%0.04%Q3 2022Q1 20233
Sather Financial Group Inc 330.05%0.05%0.06%Q3 2017Q1 20183
HARVARD MANAGEMENT CO INC 330.03%0.15%0.25%Q3 2015Q1 20163
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.03%0.04%0.05%Q2 2013Q4 20133
MIZUHO SECURITIES USA LLC 110.07%0.16%0.32%Q4 2016Q3 20193
Covenant Multifamily Offices, LLC 330.42%0.50%0.56%Q1 2021Q3 20213
iSAM Funds (UK) Ltd 210.40%0.66%0.92%Q4 2022Q3 20233
Voss Capital, LLC 220.03%1.22%3.38%Q4 2019Q1 20203
LMR Master Fund Ltd 330.06%0.21%0.42%Q2 2013Q4 20133
Pine River Capital Management L.P. 110.01%0.04%0.11%Q2 2013Q1 20163
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
CI Global Investments Inc. 330.64%1.83%4.06%Q1 2016Q3 20163
Golden State Equity Partners 330.23%0.35%0.49%Q1 2023Q3 20233
CHESAPEAKE ASSET MANAGEMENT LLC 330.40%1.55%2.93%Q3 2016Q1 20173
Townsend & Associates, Inc 331.14%1.19%1.28%Q1 2021Q3 20213
Goodwin Investment Advisory 210.00%0.01%0.02%Q1 2021Q1 20223
LANDAAS & CO /WI /ADV 210.10%0.10%0.11%Q3 2017Q2 20183
Wealth Quarterback LLC 210.00%0.00%0.00%Q4 2019Q3 20213
Eton Park Capital Management, L.P. 220.80%1.57%2.62%Q4 2016Q1 20173
Diametric Capital, LP 210.30%0.36%0.43%Q3 2022Q3 20233
Close Asset Management Ltd 210.00%0.00%0.01%Q4 2016Q2 20213
Divergent Wealth Advisors 330.02%0.02%0.02%Q1 2018Q3 20183
Landsberg, Bennett, & Dubbaneh LLC 330.06%0.07%0.07%Q2 2019Q4 20193
Invictus RG 330.02%0.06%0.10%Q1 2017Q3 20173
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Van Leeuwen & Company, LLC 330.83%1.32%1.64%Q3 2021Q1 20223
Haafor (Singapore) Pte. Ltd. 210.31%0.72%1.52%Q4 2019Q3 20203
Spartan Planning & Wealth Management 110.00%0.12%0.32%Q1 2022Q3 20233
Weil Company, Inc. 210.22%0.38%0.50%Q3 2019Q4 20203
PRW Wealth Management LLC 210.04%0.10%0.20%Q4 2018Q2 20203
HBW ADVISORY SERVICES LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Absolute Return Capital, LLC 330.06%0.07%0.08%Q1 2014Q3 20143
TOTH FINANCIAL ADVISORY CORP 210.00%0.00%0.00%Q2 2022Q1 20233
Lifestyle Asset Management, Inc. 330.13%0.14%0.15%Q1 2023Q3 20233
Stux Capital Management, LLC 330.38%0.51%0.75%Q4 2013Q2 20143
LCNB CORP 330.10%0.10%0.11%Q2 2021Q4 20213
C M BIDWELL & ASSOCIATES LTD 210.00%0.01%0.03%Q4 2018Q3 20213
AlphaCore Capital LLC 330.09%0.12%0.19%Q1 2023Q3 20233
CHILTON INVESTMENT CO INC. 330.02%0.10%0.26%Q1 2023Q3 20233
Aris Wealth Services, Inc. 330.00%0.00%0.00%Q1 2015Q3 20153
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MIROVA 330.06%0.07%0.09%Q2 2022Q4 20223
Private Capital Advisors, Inc. 331.37%1.41%1.47%Q1 2022Q3 20223
Prentice Wealth Management LLC 330.05%0.06%0.06%Q1 2021Q3 20213
Detalus Advisors, LLC 330.12%0.13%0.14%Q2 2022Q4 20223
Ground Swell Capital, LLC 210.10%0.31%0.68%Q2 2014Q1 20223
FIRST NEW YORK SECURITIES LLC /NY 210.02%0.20%0.50%Q1 2014Q3 20153
OSTRUM ASSET MANAGEMENT 330.08%0.10%0.13%Q1 2023Q3 20233
Bank Pictet & Cie (Europe) AG 330.01%0.02%0.02%Q1 2023Q3 20233
Legacy Private Trust Co. 330.04%0.07%0.08%Q2 2015Q4 20153
Oxler Private Wealth LLC 210.03%0.03%0.04%Q4 2020Q3 20223
Holloway Wealth Management, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Stonehage Fleming Financial Services Holdings Ltd 330.02%0.03%0.03%Q4 2020Q2 20213
Veracity Capital LLC 220.04%0.07%0.10%Q4 2019Q1 20203
PFG Private Wealth Management, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.05%0.15%0.30%Q3 2014Q4 20193
Keeley-Teton Advisors, LLC 330.04%0.06%0.09%Q3 2022Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.02%0.04%Q3 2022Q3 20233
Invst, LLC 330.04%0.06%0.07%Q1 2021Q3 20213
Indiana Trust & Investment Management CO 210.01%0.03%0.05%Q3 2013Q3 20233
Edmond de Rothschild (Europe) 330.17%0.18%0.20%Q2 2015Q4 20153
British Airways Pensions Investment Management Ltd 330.15%0.45%0.66%Q1 2018Q3 20183
CORNERSTONE CAPITAL MANAGEMENT LLC 330.90%1.08%1.24%Q2 2013Q4 20133
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2015Q4 20203
Inscription Capital, LLC 210.14%0.34%0.48%Q3 2019Q2 20213
OFI INVEST ASSET MANAGEMENT 330.86%1.02%1.14%Q1 2023Q3 20233
Liberty Capital Management, Inc. 330.03%0.03%0.03%Q2 2017Q4 20173
Fortis Group Advisors, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
WP Advisors, LLC 210.06%0.08%0.08%Q2 2018Q1 20193
ETF MANAGERS GROUP, LLC 210.00%0.01%0.01%Q4 2020Q1 20223
TrueWealth Advisors, LLC 210.09%0.09%0.09%Q4 2021Q4 20223
ALTA CAPITAL MANAGEMENT LLC/ 330.02%0.02%0.02%Q2 2015Q4 20153
Kames Capital Management Ltd 330.03%0.06%0.08%Q2 2014Q4 20143
CYNOSURE ADVISORS, LLC 330.27%0.29%0.30%Q4 2017Q2 20183
Coppell Advisory Solutions LLC 210.01%0.01%0.02%Q4 2022Q3 20233
O'Dell Group, LLC 210.00%0.01%0.02%Q3 2021Q2 20233
GALAXY CAPITAL TRADING LTD 220.40%0.55%0.69%Q2 2013Q3 20132
United Capital Management of KS, Inc. 220.68%0.72%0.75%Q3 2019Q4 20192
Meridian Wealth Partners, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
SCOGGIN MANAGEMENT LP 220.28%1.10%1.91%Q2 2013Q3 20132
VisionPoint Advisory Group, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
RIVERSEDGE ADVISORS, LLC 220.07%0.07%0.07%Q3 2021Q4 20212
Impax Asset Management Group plc 220.02%0.02%0.02%Q1 2022Q2 20222
TCF National Bank 220.07%0.08%0.10%Q4 2020Q1 20212
Beck Bode, LLC 110.01%0.01%0.02%Q3 2020Q2 20212
Stonehage Fleming (UK) Ltd 220.49%0.50%0.51%Q4 2013Q1 20142
Chicago Capital, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Winthrop Advisory Group LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Factorial Partners, LLC 220.20%0.46%0.72%Q3 2019Q4 20192
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Resource Management, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
MANA Advisors LLC 220.38%1.42%2.47%Q1 2018Q2 20182
Tuscan Ridge Asset Management LLC 220.03%0.03%0.03%Q1 2019Q2 20192
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Northwest Capital Management Inc 220.02%0.02%0.02%Q2 2023Q3 20232
Claybrook Capital, LLC 110.00%0.24%0.49%Q4 2018Q2 20212
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Holistic Financial Partners 220.04%0.04%0.04%Q4 2017Q1 20182
WealthShield Partners, LLC 110.02%0.03%0.04%Q1 2021Q4 20212
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.03%Q1 2021Q2 20212
HELIOS CAPITAL MANAGEMENT PTE. LTD 111.71%2.32%2.94%Q4 2021Q3 20222
EPG Wealth Management LLC 220.01%0.01%0.02%Q4 2019Q1 20202
MAZAMA CAPITAL MANAGEMENT INC 110.48%0.96%1.43%Q1 2014Q1 20152
Archer Investment Corp 220.00%0.00%0.01%Q2 2023Q3 20232
Aquatic Capital Management LLC 220.02%0.03%0.04%Q4 2021Q1 20222
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.02%0.02%Q1 2021Q2 20212
Westshore Wealth, LLC 220.18%0.18%0.19%Q1 2021Q2 20212
CLEAR STREET LLC 110.04%0.04%0.04%Q2 2023Q2 20232
QUATTRO FINANCIAL ADVISORS LLC 220.72%0.75%0.78%Q3 2018Q4 20182
Sentinus, LLC 220.10%0.11%0.11%Q1 2023Q2 20232
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Flaharty Asset Management, LLC 110.00%0.02%0.04%Q4 2021Q3 20232
Alpha Paradigm Partners, LLC 220.01%0.10%0.18%Q3 2022Q4 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.05%0.08%0.10%Q4 2020Q1 20212
Hunting Hill Global Capital, LLC 222.62%4.32%6.01%Q1 2020Q2 20202
CLOVERFIELDS CAPITAL GROUP, LP 220.39%0.43%0.46%Q4 2020Q1 20212
Sicart Associates LLC 220.08%0.09%0.10%Q3 2019Q4 20192
Cordant, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
Connecticut Wealth Management, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Founders Financial Alliance, LLC 110.08%0.08%0.08%Q3 2020Q2 20232
Copperwynd Financial, LLC 111.11%1.93%2.76%Q3 2021Q3 20222
First Capital Advisors Group, LLC. 110.01%0.03%0.05%Q1 2018Q2 20232
NIGHTVIEW CAPITAL, LLC 220.42%0.46%0.51%Q2 2023Q3 20232
American Financial Network Advisory Services LLC 220.34%0.34%0.34%Q3 2017Q4 20172
Emerald Acquisition Ltd. 220.08%0.11%0.13%Q2 2016Q3 20162
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q1 2020Q4 20202
LA FINANCIERE DE L'ECHIQUIER 220.01%0.02%0.03%Q1 2023Q2 20232
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.13%0.13%0.13%Q1 2021Q1 20212
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
Allegis Investment Advisors, LLC 110.01%0.04%0.06%Q4 2015Q4 20172
Johanson Financial Advisors, Inc. 220.12%0.13%0.14%Q3 2021Q4 20212
Deimos Asset Management LLC 220.39%0.46%0.53%Q4 2015Q1 20162
Fractal Investments LLC 220.35%0.53%0.72%Q4 2021Q1 20222
Signition LP 220.11%0.13%0.15%Q3 2018Q4 20182
Greystone Financial Group, LLC 220.94%1.29%1.64%Q2 2023Q3 20232
CFS Investment Advisory Services, LLC 110.00%0.03%0.06%Q1 2022Q2 20232
MBL Wealth, LLC 220.04%0.04%0.05%Q3 2022Q4 20222
Colonial River Wealth Management, LLC 110.12%0.19%0.27%Q1 2022Q3 20232
Terra Nova Asset Management LLC 220.36%0.36%0.37%Q4 2017Q1 20182
Tacita Capital Inc 220.04%0.04%0.04%Q4 2020Q1 20212
Thrive Wealth Management, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Otter Creek Advisors, LLC 111.95%3.62%5.30%Q1 2022Q4 20222
ISTHMUS PARTNERS, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
BKS ADVISORS, LLC 220.12%0.14%0.16%Q1 2018Q2 20182
True North Advisors, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.03%0.03%0.03%Q4 2020Q1 20212
Lebenthal Holdings,LLC 220.05%0.06%0.06%Q2 2015Q3 20152
Neumann Capital Management, LLC 110.09%0.09%0.10%Q2 2021Q4 20212
NORTHERN TRUST CO OF CONNECTICUT 220.25%0.25%0.25%Q2 2013Q3 20132
Bray Capital Advisors 220.03%0.03%0.04%Q2 2015Q3 20152
Mercer Capital Advisers, Inc. 220.01%0.01%0.01%Q1 2018Q2 20182
Karp Capital Management Corp 110.00%0.11%0.21%Q1 2017Q3 20222
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
Deuterium Capital Management, LLC 220.28%0.42%0.56%Q4 2021Q1 20222
Clarity Financial LLC 110.03%0.04%0.04%Q2 2021Q4 20212
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.00%0.00%0.00%Q1 2016Q1 20172
ACCIDENT COMPENSATION CORP 220.02%0.03%0.04%Q4 2015Q1 20162
Garde Capital, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
LANSDOWNE PARTNERS (UK) LLP 110.02%0.27%0.51%Q2 2014Q4 20152
Bienville Capital Management, LLC 220.05%0.05%0.05%Q1 2020Q2 20202
OMERS ADMINISTRATION Corp 110.02%0.08%0.14%Q3 2016Q2 20172
PANTHERA INVESTMENT GmbH 110.18%0.70%1.22%Q1 2015Q1 20152
McElhenny Sheffield Capital Management, LLC 110.01%0.29%0.58%Q3 2021Q4 20222
CKW FINANCIAL GROUP 220.12%0.12%0.13%Q4 2013Q1 20142
Plancorp, LLC 220.09%0.09%0.09%Q2 2020Q3 20202
T. Rowe Price Investment Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Astor Investment Management LLC 220.01%0.01%0.01%Q3 2019Q4 20192
EFG Asset Management (Americas) Corp. 220.01%0.01%0.01%Q4 2014Q1 20152
Delphia (USA) Inc. 110.16%0.31%0.45%Q2 2022Q2 20232
Kolinsky Wealth Management, LLC 220.22%0.23%0.23%Q4 2021Q1 20222
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.11%0.12%0.14%Q4 2021Q1 20222
Thor Advisors, LLC 110.35%0.70%1.05%Q3 2019Q1 20202
Virtus ETF Advisers LLC 110.00%0.00%0.00%Q4 2018Q4 20192
Blume Capital Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Columbia Asset Management 220.16%0.16%0.16%Q4 2020Q1 20212
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q4 20222
Lloyd Park, LLC 221.37%1.52%1.68%Q2 2022Q3 20222
Capstone Investment Advisors (Netherlands), B.V. 110.53%0.67%0.80%Q4 2016Q2 20172
First International Bank & Trust 220.12%0.13%0.13%Q4 2021Q1 20222
Corton Capital Inc. 220.26%0.27%0.27%Q2 2023Q3 20232
Segment Wealth Management, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2015Q1 20192
New Century Advisors, LLC 220.26%0.26%0.26%Q4 2021Q1 20222
Autumn Glory Partners, LLC 110.20%0.22%0.25%Q4 2021Q3 20232
FOSTER DYKEMA CABOT & CO INC/MA 220.05%0.07%0.10%Q2 2023Q3 20232
Hightower 6M Holding, LLC 220.12%0.13%0.13%Q1 2022Q2 20222
Tyler-Stone Wealth Management 220.01%0.01%0.02%Q4 2021Q1 20222
SIENA CAPITAL LLC 220.02%0.02%0.02%Q1 2022Q2 20222
StellarOne CORP 220.01%0.01%0.02%Q2 2013Q3 20132
Smallwood Wealth Investment Management, LLC 220.17%0.19%0.20%Q3 2022Q4 20222
TIVERTON ASSET MANAGEMENT LLC 220.02%0.04%0.06%Q4 2017Q1 20182
Greenspring Advisors, LLC 220.06%0.06%0.07%Q4 2021Q1 20222
Nine Chapters Capital Management LLC 220.07%0.14%0.20%Q3 2013Q4 20132
Capital Wealth Planning, LLC 220.16%0.61%1.06%Q1 2018Q2 20182
LOEB PARTNERS CORP 220.06%0.07%0.09%Q2 2018Q3 20182
SignalPoint Asset Management, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Chicago Partners Investment Group LLC 110.01%0.01%0.02%Q3 2018Q2 20222
DecisionPoint Financial, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Shamrock Asset Management LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Spark Investment Management LLC 220.09%0.09%0.09%Q2 2014Q3 20142
Ethos Financial Group, LLC 220.07%0.07%0.07%Q1 2023Q2 20232
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.12%0.24%Q1 2020Q3 20232
ALETHEA CAPITAL MANAGEMENT, LLC 110.45%0.71%0.98%Q4 2020Q4 20212
Hoxton Planning & Management, LLC 220.11%0.12%0.12%Q4 2022Q1 20232
DAYMARK WEALTH PARTNERS, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Fortis Capital Advisors, LLC 220.02%0.02%0.03%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.02%0.03%0.04%Q3 2022Q4 20222
Quarry LP 110.00%0.04%0.07%Q4 2022Q3 20232
Owen LaRue, LLC 220.30%0.36%0.41%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Beverly Hills Private Wealth, LLC 220.07%0.09%0.11%Q2 2023Q3 20232
SILVERLAKE WEALTH MANAGEMENT LLC 220.13%0.15%0.16%Q4 2021Q1 20222
iA Global Asset Management Inc. 220.07%0.10%0.14%Q2 2023Q3 20232
Werba Rubin Papier Wealth Management 220.07%0.08%0.08%Q1 2023Q2 20232
Imprint Wealth LLC 220.21%0.22%0.23%Q1 2023Q2 20232
Pine Valley Investments Ltd Liability Co 220.02%0.02%0.02%Q2 2023Q3 20232
KENNEDY INVESTMENT GROUP 220.13%0.13%0.13%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
VICUS CAPITAL 220.02%0.02%0.02%Q1 2023Q2 20232
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.01%0.01%0.01%Q2 2023Q3 20232
Arcataur Capital Management LLC 220.17%0.18%0.18%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.72%0.73%0.74%Q2 2023Q3 20232
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
GRAHAM & DODD FUND, LLC 221.07%1.09%1.11%Q3 2013Q4 20132
Waratah Capital Advisors Ltd. 220.12%0.15%0.17%Q2 2017Q3 20172
InterOcean Capital, LLC 110.02%0.03%0.04%Q4 2019Q2 20202
Cascabel Management LP 222.11%3.15%4.18%Q4 2013Q1 20142
Parametrica Management Ltd 110.23%0.29%0.35%Q1 2021Q1 20222
CapWealth Advisors, LLC 220.01%0.01%0.01%Q2 2014Q3 20142
RWC Asset Management LLP 220.01%0.01%0.01%Q4 2013Q1 20142
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q3 20232
Eidelman Virant Capital 220.76%0.77%0.79%Q2 2022Q3 20222
COASTLAND CAPITAL LLC 110.03%0.08%0.12%Q2 2015Q2 20152
FIRST MERCHANTS CORP 110.02%0.02%0.02%Q4 2021Q1 20232
McKinley Carter Wealth Services, Inc. 110.01%0.06%0.10%Q1 2018Q3 20232
PIPER SANDLER & CO. 220.14%0.33%0.53%Q4 2013Q1 20142
EMG Holdings, L.P. 110.02%0.14%0.26%Q1 2022Q1 20222
HUDSON EDGE INVESTMENT PARTNERS INC. 220.01%0.01%0.01%Q3 2014Q4 20142
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q2 2019Q4 20202
Fosun International Ltd 220.02%0.03%0.04%Q4 2018Q1 20192
Meritage Group LP 220.68%0.90%1.11%Q2 2013Q3 20132
Ruffer LLP 110.01%0.01%0.02%Q1 2015Q4 20152
Schonfeld Group Holdings LLC 220.33%2.98%5.63%Q1 2014Q2 20142
Madison Street Partners, LLC 111.36%2.08%2.81%Q2 2014Q2 20152
ADVANCE CAPITAL I INC 220.42%0.44%0.45%Q3 2013Q4 20132
TradeLink Global Equity LLC 110.12%0.22%0.32%Q3 2013Q4 20142
Kohlberg Kravis Roberts & Co. L.P. 220.30%0.32%0.35%Q4 2013Q1 20142
MARSHALL & SULLIVAN INC /WA/ 110.02%0.02%0.03%Q2 2022Q4 20222
WHALEROCK POINT PARTNERS, LLC 220.10%0.10%0.10%Q4 2017Q1 20182
Marble Harbor Investment Counsel, LLC 220.06%0.07%0.08%Q1 2023Q2 20232
Redwood Investments, LLC 110.50%0.60%0.70%Q4 2014Q4 20182
OAK ASSOCIATES LTD /OH/ 110.10%0.12%0.14%Q2 2013Q4 20132
Employers Holdings, Inc. 220.21%0.22%0.23%Q4 2020Q1 20212
BBVA USA 220.55%0.56%0.56%Q2 2021Q3 20212
Maryland Capital Management 220.01%0.01%0.02%Q4 2021Q1 20222
Hartford Financial Management Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
SPHINX TRADING, LP 220.01%0.01%0.01%Q3 2016Q4 20162
BBR PARTNERS, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
IMS Capital Management 220.30%0.31%0.32%Q2 2013Q3 20132
Westend Capital Management, LLC 111.79%1.86%1.93%Q2 2013Q4 20132
CALDWELL & ORKIN INC 220.61%0.69%0.78%Q2 2017Q3 20172
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.04%0.04%0.04%Q2 2022Q3 20222
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
MONETTA FINANCIAL SERVICES INC 220.93%0.99%1.06%Q2 2015Q3 20152
Legg Mason Asset Management (Japan) Co., Ltd. 220.70%1.00%1.30%Q4 2016Q1 20172
Graham Capital Management, L.P. 110.05%0.11%0.16%Q1 2015Q1 20172
LANSDOWNE PARTNERS LIMITED PARTNERSHIP 110.03%0.22%0.41%Q3 2013Q1 20142
WESTPORT RESOURCES MANAGEMENT INC 220.00%0.00%0.00%Q2 2013Q3 20132
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 220.33%0.34%0.35%Q4 2017Q1 20182
Owl Creek Asset Management, L.P. 111.64%2.51%3.38%Q4 2020Q4 20202
Pensionfund DSM Netherlands 220.30%0.32%0.33%Q3 2021Q4 20212
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
FIDUCIARY SERVICES CORP/GA 220.08%0.09%0.09%Q4 2014Q1 20152
Hamlin Capital Management, LLC 222.57%3.15%3.73%Q2 2023Q3 20232
AMBS INVESTMENT COUNSEL LLC 221.66%1.68%1.70%Q2 2013Q3 20132
BANK OF EDWARDSVILLE 220.67%0.75%0.83%Q1 2019Q2 20192
NOESIS CAPITAL MANGEMENT CORP 220.08%0.08%0.08%Q4 2017Q1 20182
ALPINE WOODS CAPITAL INVESTORS, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
SUSQUEHANNA TRUST & INVESTMENT CO 221.66%1.74%1.83%Q1 2015Q2 20152
ARDSLEY ADVISORY PARTNERS LP 110.10%0.11%0.11%Q3 2014Q2 20152
ARGENT TRUST COMPANY, N.A. 220.08%0.15%0.21%Q1 2014Q2 20142
WEST BANCORPORATION INC 220.17%0.21%0.25%Q4 2021Q1 20222
UNIVERSITY OF NOTRE DAME DU LAC 112.71%3.06%3.41%Q3 2019Q3 20212
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 220.41%0.41%0.41%Q2 2013Q3 20132
OKABENA INVESTMENT SERVICES INC 110.02%0.02%0.02%Q4 2022Q2 20232
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.02%0.02%Q4 2014Q4 20212
CHEMICAL BANK 220.02%0.02%0.03%Q1 2018Q2 20182
JUMP TRADING, LLC 220.04%0.04%0.05%Q2 2019Q3 20192
JARISLOWSKY, FRASER Ltd 220.00%0.00%0.00%Q2 2021Q3 20212
COURAGE CAPITAL MANAGEMENT LLC 221.13%1.30%1.47%Q2 2013Q3 20132
FAIRFIELD, BUSH & CO. 110.03%0.04%0.06%Q2 2022Q2 20232
KOCH INDUSTRIES INC 220.08%0.09%0.09%Q4 2017Q1 20182
Sage Asset Management, L.P. 221.19%1.73%2.27%Q2 2013Q3 20132
CSS LLC/IL 220.04%0.04%0.04%Q3 2021Q4 20212
Cooperatieve Rabobank U.A. 110.25%2.53%4.81%Q2 2013Q2 20142
HOWARD FINANCIAL SERVICES, LTD. 220.08%0.08%0.08%Q1 2022Q2 20222
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
GARRISON POINT ADVISORS, LLC 220.25%0.27%0.28%Q4 2018Q1 20192
Grandview Asset Management LLC 110.07%0.08%0.09%Q1 2021Q1 20222
Hoover Financial Advisors, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
Signet Investment Advisory Group, Inc. 110.07%0.07%0.07%Q4 2018Q4 20202
S.E.E.D. Planning Group LLC 220.09%0.10%0.10%Q3 2021Q4 20212
Apexium Financial, LP 220.02%0.02%0.02%Q2 2023Q3 20232
EWG Elevate Inc. 110.00%1.14%2.27%Q3 2021Q4 20222
Shorepoint Capital Partners LLC 220.65%0.69%0.73%Q2 2023Q3 20232
MQS Management LLC 110.20%0.40%0.59%Q1 2023Q3 20232
Virginia National Bank 220.74%0.78%0.82%Q1 2022Q2 20222
3Chopt Investment Partners, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Atomi Financial Group, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Alden Global Capital LLC 113.16%3.16%3.16%Q1 2020Q1 20201
Monument Capital Management 110.07%0.07%0.07%Q3 2021Q3 20211
Nemes Rush Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Graticule Asia Macro Advisors LLC 110.26%0.26%0.26%Q1 2015Q1 20151
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
LexAurum Advisors, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
LAZARI CAPITAL MANAGEMENT, INC. 110.13%0.13%0.13%Q2 2023Q2 20231
McAlister, Sweet & Associates, Inc. 111.40%1.40%1.40%Q4 2021Q4 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
KPP Advisory Services LLC 110.17%0.17%0.17%Q3 2023Q3 20231
DELTA PARTNERS LP 116.67%6.67%6.67%Q4 2013Q4 20131
Crawford Lake Capital Management, LLC 110.24%0.24%0.24%Q4 2020Q4 20201
NORDEN GROUP LLC 110.19%0.19%0.19%Q3 2023Q3 20231
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
Ramirez Asset Management, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Qsemble Capital Management, LP 110.57%0.57%0.57%Q4 2022Q4 20221
PINNBROOK CAPITAL MANAGEMENT LP 111.53%1.53%1.53%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.06%0.06%0.06%Q3 2023Q3 20231
Mirador Capital Partners LP 110.24%0.24%0.24%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.35%0.35%0.35%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.06%0.06%0.06%Q3 2023Q3 20231
Arlington Trust Co LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
ROGCO, LP 110.06%0.06%0.06%Q3 2023Q3 20231
SYON CAPITAL LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Segantii Capital Management Ltd 110.00%0.00%0.00%Q2 2017Q2 20171
Price Capital Management, Inc. 110.53%0.53%0.53%Q4 2017Q4 20171
United Community Bank 110.07%0.07%0.07%Q3 2023Q3 20231
NEOS Investment Management LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
FIDUCIENT ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PFS Partners, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
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
Blue Sky Asset Management, LLC 110.24%0.24%0.24%Q3 2017Q3 20171
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Glaxis Capital Management, LLC 110.73%0.73%0.73%Q3 2017Q3 20171
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 110.60%0.60%0.60%Q3 2020Q3 20201
Smith Affiliated Capital Corp. 110.08%0.08%0.08%Q4 2015Q4 20151
DOW CHEMICAL CO /DE/ 110.11%0.11%0.11%Q3 2015Q3 20151
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Clarus Wealth Advisors 110.24%0.24%0.24%Q1 2021Q1 20211
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Robbins Farley 110.00%0.00%0.00%Q4 2022Q4 20221
NORTHERN CAPITAL MANAGEMENT LLC 110.17%0.17%0.17%Q4 2018Q4 20181
Archipel Asset Management AB 110.96%0.96%0.96%Q3 2014Q3 20141
GSB Podium Advisors, LLC 117.29%7.29%7.29%Q2 2013Q2 20131
UNIVERSITY OF CHICAGO 110.10%0.10%0.10%Q4 2012Q4 20121
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
DORCHESTER WEALTH MANAGEMENT Co 110.07%0.07%0.07%Q4 2020Q4 20201
Camarda Financial Advisors, LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Duquesne Family Office 112.52%2.52%2.52%Q4 2014Q4 20141
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
EDMOND DE ROTHSCHILD (SUISSE) S.A. 110.01%0.01%0.01%Q3 2016Q3 20161
Magellan Asset Management Ltd 110.00%0.00%0.00%Q4 2022Q4 20221
Reservoir Operations, L.P. 110.01%0.01%0.01%Q4 2014Q4 20141
Strategic Capital Group LLC 110.01%0.01%0.01%Q1 2014Q1 20141
CAZENOVE CAPITAL MANAGEMENT LTD 110.21%0.21%0.21%Q2 2013Q2 20131
FFT WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Cai Capital Management, Inc. 111.10%1.10%1.10%Q2 2013Q2 20131
LGL PARTNERS, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
HARVEST MANAGEMENT LLC 110.30%0.30%0.30%Q1 2021Q1 20211
Samsung Asset Management (New York), Inc. 111.56%1.56%1.56%Q1 2014Q1 20141
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Sender Co & Partners, Inc. 110.34%0.34%0.34%Q1 2023Q1 20231
Econ Financial Services Corp 110.34%0.34%0.34%Q2 2019Q2 20191
St. Louis Trust Co 110.16%0.16%0.16%Q3 2021Q3 20211
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ShoreHaven Wealth Partners, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
KKR Credit Advisors (US) LLC 111.35%1.35%1.35%Q3 2013Q3 20131
GRATRY & Co LLC 110.34%0.34%0.34%Q3 2017Q3 20171
Bornite Capital Management LP 114.24%4.24%4.24%Q4 2021Q4 20211
Accredited Investors Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Cohanzick Management, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.68%0.68%0.68%Q1 2022Q1 20221
Aubrey Capital Management Ltd 110.34%0.34%0.34%Q1 2022Q1 20221
COWA, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nichols Asset Management LLC 110.04%0.04%0.04%Q4 2014Q4 20141
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Salomon & Ludwin, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
Leverage Partners Absolute Return Fund SPC 112.25%2.25%2.25%Q4 2021Q4 20211
ARROWGRASS CAPITAL PARTNERS LLP 116.09%6.09%6.09%Q4 2015Q4 20151
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
ARGONAUT CAPITAL MANAGEMENT CORP 110.32%0.32%0.32%Q4 2013Q4 20131
Sitrin Capital Management LLC 112.50%2.50%2.50%Q4 2015Q4 20151
Meru Capital Group, LP 117.07%7.07%7.07%Q1 2020Q1 20201
West Financial Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PATTON ALBERTSON MILLER GROUP, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Folger Hill Asset Management LP 110.09%0.09%0.09%Q4 2015Q4 20151
STERLING INVESTMENT MANAGEMENT, LLC 110.57%0.57%0.57%Q1 2020Q1 20201
Ariose Capital Management Ltd 110.89%0.89%0.89%Q1 2020Q1 20201
Blue Rock Advisors, LLC 111.18%1.18%1.18%Q3 2016Q3 20161
Veritas Investment Partners (UK) Ltd. 110.00%0.00%0.00%Q4 2020Q4 20201
AXON CAPITAL LP 112.03%2.03%2.03%Q1 2017Q1 20171
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Cohen Capital Management, Inc. 110.01%0.01%0.01%Q1 2017Q1 20171
National Investment Services of America, LLC 110.95%0.95%0.95%Q1 2020Q1 20201
Energy Opportunities Capital Management, LLC 110.03%0.03%0.03%Q1 2014Q1 20141
Garda Capital Partners LP 110.02%0.02%0.02%Q3 2023Q3 20231
Orinda Asset Management LLC 110.16%0.16%0.16%Q4 2014Q4 20141
VALLEY NATIONAL BANCORP 110.01%0.01%0.01%Q4 2014Q4 20141
Sterling Manor Financial, LLC 110.24%0.24%0.24%Q2 2021Q2 20211
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Arbor Wealth Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Cornerstone Advisory, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Alden Global Capital Ltd 112.48%2.48%2.48%Q4 2013Q4 20131
MISSOURI VALLEY PARTNERS, INC. 110.86%0.86%0.86%Q2 2013Q2 20131
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Phase 2 Partners, LLC 111.70%1.70%1.70%Q2 2022Q2 20221
AIA Investment Management Private Ltd 110.28%0.28%0.28%Q3 2020Q3 20201
ArchPoint Investors 110.10%0.10%0.10%Q3 2021Q3 20211
State of New Jersey Common Pension Fund A 110.30%0.30%0.30%Q1 2014Q1 20141
ADIRONDACK RETIREMENT SPECIALISTS, INC. 110.04%0.04%0.04%Q2 2023Q2 20231
Birchcreek Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
CORRADO ADVISORS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Monterey Private Wealth, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
Smith, Salley & Associates 110.07%0.07%0.07%Q3 2023Q3 20231
Astrantus Ltd 110.32%0.32%0.32%Q4 2021Q4 20211
swisspartners Ltd. 110.98%0.98%0.98%Q4 2020Q4 20201
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
KELLY LAWRENCE W & ASSOCIATES INC/CA 110.00%0.00%0.00%Q1 2017Q1 20171
Iron Horse Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.42%0.42%0.42%Q3 2017Q3 20171
Nexus Investment Management ULC 111.58%1.58%1.58%Q3 2023Q3 20231
BRR OpCo, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Manatuck Hill Partners, LLC 110.29%0.29%0.29%Q3 2019Q3 20191
Biltmore Family Office, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Riverpoint Wealth Management Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cobble Hill Financial Services, INC 110.05%0.05%0.05%Q2 2013Q2 20131
Per Stirling Capital Management, LLC. 110.05%0.05%0.05%Q4 2022Q4 20221
Symmetry Investments LP 110.15%0.15%0.15%Q3 2023Q3 20231
Reynders McVeigh Capital Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Bowie Capital Management, LLC 111.77%1.77%1.77%Q2 2019Q2 20191
GETCO Holding Company, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
AustralianSuper Pty Ltd 110.00%0.00%0.00%Q2 2023Q2 20231
Robinson Value Management, Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
CATALYST PRIVATE WEALTH, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
SPRING CREEK CAPITAL LLC 110.17%0.17%0.17%Q2 2018Q2 20181
VSR Financial Services, Inc. 110.04%0.04%0.04%Q1 2014Q1 20141
PEREGRINE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2020Q3 20201
CHARLES STEWART MOTT FOUNDATION 110.23%0.23%0.23%Q3 2015Q3 20151
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Senator Investment Group LP 111.31%1.31%1.31%Q2 2021Q2 20211
Sterneck Capital Management, LLC 110.11%0.11%0.11%Q1 2015Q1 20151
Gerry Farber, LLC 111.33%1.33%1.33%Q4 2013Q4 20131
HONEYWELL INTERNATIONAL INC 111.05%1.05%1.05%Q4 2018Q4 20181
ARGENT TRUST Co 110.08%0.08%0.08%Q4 2015Q4 20151
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Irish Life Investment Managers Ltd. 110.19%0.19%0.19%Q2 2013Q2 20131
HC FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q2 2022Q2 20221
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
HARVEY CAPITAL MANAGEMENT INC 111.90%1.90%1.90%Q1 2019Q1 20191
NBC SECURITIES, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
PCJ Investment Counsel Ltd. 110.40%0.40%0.40%Q4 2020Q4 20201
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Tarsadia Capital, LLC 112.59%2.59%2.59%Q2 2021Q2 20211
Polianta Ltd 110.66%0.66%0.66%Q2 2020Q2 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.10%0.10%0.10%Q3 2022Q3 20221
Capital CS Group, LLC 110.41%0.41%0.41%Q2 2021Q2 20211
Silver Bridge Capital Management LLC 110.04%0.04%0.04%Q2 2013Q2 20131
WESTEND PARTNERS LP 112.10%2.10%2.10%Q3 2013Q3 20131
Telemark Asset Management, LLC 110.39%0.39%0.39%Q1 2018Q1 20181
Fusion Family Wealth LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Sunnymeath Asset Management, Inc. 110.62%0.62%0.62%Q4 2015Q4 20151
DIALECTIC CAPITAL MANAGEMENT, LP 110.18%0.18%0.18%Q2 2013Q2 20131
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Cypress Point Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Provident Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
All Terrain Financial Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
MIZUHO MARKETS AMERICAS LLC 110.77%0.77%0.77%Q3 2023Q3 20231
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Bandera Partners LLC 111.13%1.13%1.13%Q1 2018Q1 20181
Kirkoswald Asset Management LLC 1115.83%15.83%15.83%Q1 2021Q1 20211
Penobscot Investment Management Company, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
CLEARBRIDGE, LLC 110.08%0.08%0.08%Q2 2013Q2 20131
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
IAM Advisory, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Bull Oak Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SYMMETRY PEAK MANAGEMENT LLC 110.13%0.13%0.13%Q2 2016Q2 20161
Amalgamated Financial Corp. 110.24%0.24%0.24%Q1 2022Q1 20221
Blue Granite Capital, LLC 110.16%0.16%0.16%Q3 2017Q3 20171
Barton Investment Management 110.01%0.01%0.01%Q4 2015Q4 20151
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
BANK OF STOCKTON 110.10%0.10%0.10%Q3 2023Q3 20231
CastleArk Alternatives, LLC 110.15%0.15%0.15%Q3 2021Q3 20211
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
ALLSTATE INVESTMENT MANAGEMENT CO 110.14%0.14%0.14%Q4 2022Q4 20221
Merrion Investment Management Co, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Goodman Financial Corp 110.00%0.00%0.00%Q4 2017Q4 20171
GWM Asset Management Ltd 110.20%0.20%0.20%Q1 2020Q1 20201
MASTERS CAPITAL MANAGEMENT LLC 111.15%1.15%1.15%Q3 2018Q3 20181
Fortress Investment Group LLC 110.06%0.06%0.06%Q3 2014Q3 20141
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.02%0.02%Q3 2018Q3 20181
PELHAM GLOBAL FINANCIALS LTD 116.88%6.88%6.88%Q4 2017Q4 20171
Gruss & Co., LLC 111.39%1.39%1.39%Q1 2023Q1 20231
Dorsey Wright & Associates 110.53%0.53%0.53%Q4 2014Q4 20141
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
HEADINVEST, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
ADVISOR CONSULTANT NETWORK INC 110.11%0.11%0.11%Q3 2016Q3 20161
COHEN & STEERS CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2015Q1 20151
NovaPoint Capital, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Hirtle Callaghan & Co LLC 110.02%0.02%0.02%Q2 2014Q2 20141
Narus Financial Partners, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
TIG Advisors, LLC 110.32%0.32%0.32%Q1 2020Q1 20201
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
BEDEL FINANCIAL CONSULTING INC 110.06%0.06%0.06%Q3 2023Q3 20231
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q2 2023Q2 20231
OmniStar Financial Group, Inc. 110.26%0.26%0.26%Q3 2020Q3 20201
Elequin Capital, LP 110.01%0.01%0.01%Q4 2022Q4 20221
Red Cedar Management, LP 113.38%3.38%3.38%Q1 2020Q1 20201
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
OPTIONS SOLUTIONS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
GUYASUTA INVESTMENT ADVISORS INC 110.03%0.03%0.03%Q4 2015Q4 20151
PNC Managed Account Solutions, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
Hunter Perkins Capital Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Watermark Asset Management, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Crescent Grove Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Pergamon Offshore Advisors, L.P. 110.40%0.40%0.40%Q1 2015Q1 20151
Belmont Capital, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FOUNDERS FINANCIAL SECURITIES LLC 110.03%0.03%0.03%Q1 2023Q1 20231
HighVista Strategies LLC 110.61%0.61%0.61%Q4 2016Q4 20161
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Jane Street Holding, LLC 110.02%0.02%0.02%Q4 2013Q4 20131
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CloudAlpha Capital Management Limited/Hong Kong 110.75%0.75%0.75%Q4 2022Q4 20221
First Eagle Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
Brendel Financial Advisors LLC 111.76%1.76%1.76%Q1 2022Q1 20221
Kimelman & Baird, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.02%0.02%0.02%Q2 2020Q2 20201
Berry Street Capital Management LLP 110.51%0.51%0.51%Q4 2020Q4 20201
Guild Investment Management, Inc. 111.18%1.18%1.18%Q1 2017Q1 20171
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Parisi Gray Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
OTA Financial Group L.P. 114.71%4.71%4.71%Q1 2020Q1 20201
Kamunting Street Capital Management, L.P. 110.54%0.54%0.54%Q1 2021Q1 20211
Li Winifred I 110.00%0.00%0.00%Q4 2014Q4 20141
TAURUS ASSET MANAGEMENT, LLC 111.07%1.07%1.07%Q3 2018Q3 20181
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Lake Point Wealth Management 110.08%0.08%0.08%Q4 2018Q4 20181
HNP Capital LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Guidance Point Advisors, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Bain Capital Public Equity Management II, LLC 111.85%1.85%1.85%Q1 2020Q1 20201
Shilanski & Associates, Inc. 110.09%0.09%0.09%Q3 2022Q3 20221
Edgemoor Investment Advisors, Inc. 110.14%0.14%0.14%Q3 2015Q3 20151
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Charles Schwab Trust Co 110.08%0.08%0.08%Q3 2023Q3 20231
Fore Research & Management, LP 110.56%0.56%0.56%Q2 2013Q2 20131
Adirondack Funds 110.18%0.18%0.18%Q3 2015Q3 20151
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CARL DOMINO INC 110.00%0.00%0.00%Q1 2015Q1 20151
Cadence Bank 110.02%0.02%0.02%Q1 2023Q1 20231
Aevitas Wealth Management, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
ALTERNA WEALTH MANAGEMENT, INC 110.11%0.11%0.11%Q4 2018Q4 20181
Kovitz Investment Group, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
GLG Partners LP 110.04%0.04%0.04%Q3 2015Q3 20151
PAYDEN & RYGEL INVESTMENT GROUP 110.75%0.75%0.75%Q3 2023Q3 20231
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Fulcrum Capital LLC 110.06%0.06%0.06%Q3 2023Q3 20231
BLUE SQUARE ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
Advisor OS, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Wealth Advisors of Iowa, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
QUANTUM CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2013Q4 20131
Game Plan Financial Advisors, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
Legacy Wealth Partners, Inc. 110.62%0.62%0.62%Q2 2021Q2 20211
OPTIMAS CAPITAL Ltd 112.86%2.86%2.86%Q4 2021Q4 20211
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
HOPLITE CAPITAL MANAGEMENT, L.P. 113.16%3.16%3.16%Q4 2016Q4 20161
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Stonebridge Financial Planning Group, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
AXQ CAPITAL, LP 110.45%0.45%0.45%Q1 2023Q1 20231
CLOVIS CAPITAL MANAGEMENT LP 112.17%2.17%2.17%Q4 2014Q4 20141
Fortune 45 LLC 110.26%0.26%0.26%Q2 2022Q2 20221
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
PRING TURNER CAPITAL GROUP INC 110.02%0.02%0.02%Q4 2013Q4 20131
Strengthening Families & Communities, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
Connacht Asset Management LP 110.91%0.91%0.91%Q1 2022Q1 20221
MIK Capital, LP 110.32%0.32%0.32%Q4 2020Q4 20201
Zhang Financial LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Acrisure Capital Management, LLC 110.74%0.74%0.74%Q1 2023Q1 20231
Vienna Asset Management LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SUVRETTA CAPITAL MANAGEMENT, LLC 112.08%2.08%2.08%Q4 2016Q4 20161
Alley Co LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Global Wealth Strategies & Associates 110.01%0.01%0.01%Q4 2022Q4 20221
HighMark Wealth Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
STEPH & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Glacier Peak Capital LLC 110.55%0.55%0.55%Q1 2016Q1 20161
Ratan Capital Management LP 113.08%3.08%3.08%Q1 2017Q1 20171
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
RBA Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Newman Dignan & Sheerar, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
ERN LLC 110.42%0.42%0.42%Q2 2022Q2 20221
COOLIDGE FRANCIS L 110.16%0.16%0.16%Q2 2013Q2 20131
DRILL CRAIG A 111.56%1.56%1.56%Q4 2013Q4 20131
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
DC Investments Management, LLC 110.50%0.50%0.50%Q1 2019Q1 20191
Pomelo Capital LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Headlands Technologies LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SOUTH TEXAS MONEY MANAGEMENT LTD 110.06%0.06%0.06%Q1 2018Q1 20181
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Fernwood Investment Management, LLC 110.41%0.41%0.41%Q4 2013Q4 20131
BluePath Capital Management, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
LVW Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
G2 CAPITAL MANAGEMENT, LLC / OH 110.08%0.08%0.08%Q4 2021Q4 20211
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
SHEPHERD KAPLAN KROCHUK, LLC 110.11%0.11%0.11%Q3 2016Q3 20161
CTC Capital Management, LLC 110.60%0.60%0.60%Q3 2022Q3 20221
Turiya Advisors Asia Ltd 1116.13%16.13%16.13%Q2 2012Q2 20121
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Matarin Capital Management, LLC 110.20%0.20%0.20%Q4 2013Q4 20131
Sterling Global Strategies LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Chemistry Wealth Management LLC 112.16%2.16%2.16%Q4 2021Q4 20211
Johnson & White Wealth Management, LLC 110.67%0.67%0.67%Q4 2022Q4 20221
MONOGRAPH WEALTH ADVISORS, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
SHAPIRO CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Western Financial Corp/CA 110.51%0.51%0.51%Q3 2023Q3 20231
TRUST CO OF OKLAHOMA 110.52%0.52%0.52%Q2 2021Q2 20211
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 110.11%0.11%0.11%Q3 2017Q3 20171
GHE, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Third Point 110.97%0.97%0.97%Q4 2015Q4 20151
BLACKTHORN INVESTMENT GROUP LLC 110.96%0.96%0.96%Q4 2014Q4 20141
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Raffles Associates 111.20%1.20%1.20%Q1 2023Q1 20231
Emrys Partners, L.P. 111.70%1.70%1.70%Q4 2013Q4 20131
Eos Management, L.P. 110.44%0.44%0.44%Q2 2013Q2 20131
WealthStone, Inc. 110.04%0.04%0.04%Q2 2019Q2 20191
Delta Lloyd Asset Management N.V. 110.60%0.60%0.60%Q2 2017Q2 20171
Blackhawk Capital Partners LLC. 110.00%0.00%0.00%Q2 2018Q2 20181
Nauset Wealth Management. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Horan Capital Advisors, LLC. 110.00%0.00%0.00%Q3 2020Q3 20201
Three Corner Global Investors LP 112.66%2.66%2.66%Q3 2015Q3 20151
Scoria Capital Partners LP 110.66%0.66%0.66%Q1 2015Q1 20151
PayPay Securities Corp 110.21%0.21%0.21%Q3 2023Q3 20231
Talisman Wealth Advisors LLC 110.36%0.36%0.36%Q1 2023Q1 20231
AHL INVESTMENT MANAGEMENT, INC. 110.07%0.07%0.07%Q4 2021Q4 20211
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Darrow Company, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
SYCOMORE ASSET MANAGEMENT 110.81%0.81%0.81%Q4 2020Q4 20201
TIDE POINT CAPITAL MANAGEMENT, LP 110.64%0.64%0.64%Q4 2014Q4 20141
Sterling Ridge Capital Management LP 111.36%1.36%1.36%Q1 2015Q1 20151
Richard W. Paul & Associates, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
JMAC ENTERPRISES LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MRP Capital Investments, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Widmann Financial Services, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Tourbillon Capital Partners, L.P. 110.57%0.57%0.57%Q4 2015Q4 20151
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
LGT Financial Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
AQR Arbitrage LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Coyle Financial Counsel LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Stokes Family Office, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Field & Main Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Arden Trust Co 110.02%0.02%0.02%Q1 2020Q1 20201
Elkhorn Investments, LLC 111.12%1.12%1.12%Q4 2016Q4 20161
Highview Capital Management LLC/DE/ 111.00%1.00%1.00%Q4 2021Q4 20211
IRON Financial LLC 110.12%0.12%0.12%Q4 2020Q4 20201
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 116.22%6.22%6.22%Q4 2017Q4 20171
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Keystone Financial Planning, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
KDI CAPITAL PARTNERS LLC 110.09%0.09%0.09%Q1 2015Q1 20151
D. SCOTT NEAL, INC. 110.00%0.00%0.00%Q1 2018Q1 20181
Sand Hill Global Advisors, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Advisors Preferred, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Wunderlich Capital Managemnt 110.01%0.01%0.01%Q2 2023Q2 20231
Granite Point Capital Management, L.P. 112.12%2.12%2.12%Q2 2018Q2 20181
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
25 LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Soviero Asset Management, LP 112.69%2.69%2.69%Q4 2020Q4 20201
Independent Wealth Network Inc. 110.14%0.14%0.14%Q3 2021Q3 20211
HIGHLINE CAPITAL MANAGEMENT, L.P. 111.52%1.52%1.52%Q2 2013Q2 20131
Empire Financial Management Company, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
BILL & MELINDA GATES FOUNDATION TRUST 110.01%0.01%0.01%Q3 2023Q3 20231
Lighthouse Investment Partners, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
EverPoint Asset Management, LLC 110.33%0.33%0.33%Q3 2015Q3 20151
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
First Trust Capital Management L.P. 110.02%0.02%0.02%Q2 2020Q2 20201
PCA Investment Advisory Services Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
SCHOLTZ & COMPANY, LLC 111.36%1.36%1.36%Q1 2023Q1 20231
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
TITLEIST ASSET MANAGEMENT, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.01%0.01%0.01%Q4 2019Q4 20191
External links

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