NATIONAL GRID PLC shareholder history

Current and past NATIONAL GRID PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 26260.00%0.00%0.00%Q2 2017Q3 202370
SUSQUEHANNA INTERNATIONAL GROUP, LLP 26260.00%0.00%0.00%Q2 2017Q3 202364
PEAK6 Investments LLC 1010.00%0.01%0.03%Q3 2018Q3 202336
JANE STREET GROUP, LLC 2020.00%0.03%0.15%Q2 2017Q3 202333
Walleye Trading LLC 710.00%0.01%0.05%Q2 2017Q1 202331
CITIGROUP INC 26260.00%0.00%0.01%Q2 2017Q3 202330
Cutler Group LLC / CA 1030.00%0.00%0.02%Q2 2017Q4 202030
Sutton Wealth Advisors Inc. 30300.00%0.01%0.03%Q1 2016Q2 202330
Nuveen Asset Management, LLC 26260.00%0.05%0.30%Q2 2017Q3 202329
UBS Group AG 26260.00%0.00%0.01%Q2 2017Q3 202328
GOLDMAN SACHS GROUP INC 26260.00%0.01%0.03%Q2 2017Q3 202328
FULTON BANK, N.A. 27270.09%0.14%0.24%Q2 2017Q4 202327
ROYAL BANK OF CANADA 26260.00%0.02%0.03%Q2 2017Q3 202327
M&R CAPITAL MANAGEMENT INC 27270.02%0.03%0.05%Q2 2017Q4 202327
Raymond James Financial Services Advisors, Inc. 26260.00%0.01%0.01%Q2 2017Q3 202327
TRUST CO OF VERMONT 26260.01%0.03%0.06%Q2 2017Q3 202326
First Horizon Advisors, Inc. 26260.00%0.00%0.01%Q2 2017Q3 202326
HENNESSY ADVISORS INC 26260.73%1.61%2.41%Q2 2017Q3 202326
Grove Bank & Trust 26260.20%0.31%0.71%Q2 2017Q3 202326
LOGAN CAPITAL MANAGEMENT INC 26260.04%0.09%0.14%Q2 2017Q3 202326
AE Wealth Management LLC 26260.01%0.04%0.12%Q2 2017Q3 202326
ClearBridge Investments 26260.00%0.01%0.01%Q2 2017Q3 202326
JPMORGAN CHASE & CO 26260.00%0.01%0.02%Q2 2017Q3 202326
PNC FINANCIAL SERVICES GROUP, INC. 26260.00%0.01%0.01%Q2 2017Q3 202326
Creative Planning 26260.00%0.00%0.01%Q2 2017Q3 202326
OLD SECOND NATIONAL BANK OF AURORA 26260.00%0.02%0.03%Q2 2017Q3 202326
Hartford Financial Management Inc. 26260.03%0.05%0.12%Q2 2017Q3 202326
COMMERCE BANK 26260.00%0.00%0.01%Q2 2017Q3 202326
IFP Advisors, Inc 1710.00%0.01%0.02%Q1 2016Q3 202326
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 26260.00%0.02%0.16%Q2 2017Q3 202326
WHITTIER TRUST CO 26260.00%0.03%0.11%Q2 2017Q3 202326
Russell Investments Group, Ltd. 26260.00%0.01%0.04%Q2 2017Q3 202326
NATIXIS ADVISORS, L.P. 26260.01%0.02%0.08%Q2 2017Q3 202326
M&T BANK CORP 26260.01%0.02%0.02%Q2 2017Q3 202326
Gilman Hill Asset Management, LLC 26260.29%0.42%0.68%Q2 2017Q3 202326
Neuberger Berman Group LLC 26260.00%0.02%0.04%Q2 2017Q3 202326
Cambridge Investment Research Advisors, Inc. 26260.00%0.01%0.06%Q2 2017Q3 202326
Gradient Investments LLC 26260.00%0.04%0.13%Q2 2017Q3 202326
CIBC WORLD MARKET INC. 26260.00%0.01%0.02%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 26260.00%0.01%0.02%Q2 2017Q3 202326
WELLS FARGO & COMPANY/MN 26260.01%0.02%0.04%Q2 2017Q3 202326
Advisors Asset Management, Inc. 26260.02%0.03%0.04%Q2 2017Q3 202326
DIMENSIONAL FUND ADVISORS LP 26260.01%0.01%0.02%Q2 2017Q3 202326
JARISLOWSKY, FRASER Ltd 26260.01%0.03%0.07%Q2 2017Q3 202326
GUGGENHEIM CAPITAL LLC 26260.00%0.01%0.04%Q2 2017Q3 202326
WRAPMANAGER INC 26260.13%0.30%0.60%Q2 2017Q3 202326
Allworth Financial LP 26260.00%0.00%0.00%Q2 2017Q3 202326
ASSETMARK, INC 26260.00%0.02%0.17%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.00%0.01%0.02%Q2 2017Q3 202326
MANUFACTURERS LIFE INSURANCE COMPANY, THE 26260.01%0.02%0.05%Q2 2017Q3 202326
BANK OF AMERICA CORP /DE/ 26260.02%0.03%0.04%Q2 2017Q3 202326
Renaissance Technologies 26260.15%0.31%0.44%Q2 2017Q3 202326
WHITTIER TRUST CO OF NEVADA INC 26260.00%0.02%0.06%Q2 2017Q3 202326
STIFEL FINANCIAL CORP 26260.01%0.03%0.05%Q2 2017Q3 202326
LPL Financial LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
MILLER HOWARD INVESTMENTS INC /NY 26260.06%0.33%1.33%Q2 2017Q3 202326
STATE STREET CORP 26260.00%0.00%0.00%Q2 2017Q3 202326
ADVISORS MANAGEMENT GROUP INC /ADV 26260.16%0.33%0.43%Q2 2017Q3 202326
Hilltop Holdings Inc. 26260.06%0.14%0.41%Q2 2017Q3 202326
CIBC Asset Management Inc 26260.01%0.03%0.06%Q2 2017Q3 202326
TRUIST FINANCIAL CORP 26260.04%0.06%0.15%Q2 2017Q3 202326
ENVESTNET ASSET MANAGEMENT INC 26260.00%0.03%0.05%Q2 2017Q3 202326
Community Bank, N.A. 26260.00%0.01%0.01%Q2 2017Q3 202326
HIGHLAND CAPITAL MANAGEMENT, LLC 26260.05%0.07%0.08%Q2 2017Q3 202326
FIFTH THIRD BANCORP 26260.00%0.00%0.01%Q2 2017Q3 202326
First Bank & Trust 26260.50%1.04%1.58%Q2 2017Q3 202326
GABELLI FUNDS LLC 26260.05%0.07%0.09%Q2 2017Q3 202326
CENTRAL TRUST Co 26260.00%0.00%0.01%Q2 2017Q3 202326
FDx Advisors, Inc. 26260.02%0.05%0.13%Q2 2017Q3 202326
AllSquare Wealth Management LLC 26260.12%0.17%0.30%Q2 2017Q3 202326
GUARDIAN CAPITAL ADVISORS LP 26260.91%1.13%1.48%Q2 2017Q3 202326
QUADRANT CAPITAL GROUP LLC 26260.01%0.06%0.13%Q2 2017Q3 202326
Laird Norton Wetherby Wealth Management, LLC 26260.05%0.08%0.12%Q2 2017Q3 202326
HBK Sorce Advisory LLC 26260.02%0.03%0.06%Q2 2017Q3 202326
TODD ASSET MANAGEMENT LLC 26260.01%0.03%0.05%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.09%0.14%0.28%Q3 2016Q3 202326
FEDERATED HERMES, INC. 26260.13%0.31%0.52%Q2 2017Q3 202326
STRATEGY ASSET MANAGERS LLC 26260.34%0.49%0.77%Q2 2017Q3 202326
Bank of New York Mellon Corp 26260.00%0.00%0.00%Q2 2017Q3 202326
Sigma Planning Corp 26260.01%0.02%0.07%Q2 2017Q3 202326
BURNS J W & CO INC/NY 26260.05%0.11%0.20%Q2 2017Q3 202326
Parallel Advisors, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
ALBERT D MASON INC 26260.64%1.00%1.59%Q3 2017Q4 202326
MORGAN STANLEY 26260.01%0.01%0.03%Q2 2017Q3 202326
MML INVESTORS SERVICES, LLC 26260.02%0.03%0.05%Q2 2017Q3 202326
RAYMOND JAMES & ASSOCIATES 26260.05%0.12%0.29%Q2 2017Q3 202326
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2017Q3 202326
HighTower Advisors, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
Invesco Ltd. 26260.00%0.01%0.01%Q2 2017Q3 202326
NORTHERN TRUST CORP 26260.00%0.01%0.01%Q2 2017Q3 202326
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26260.00%0.00%0.00%Q2 2017Q3 202326
HSBC HOLDINGS PLC 2140.00%0.00%0.01%Q2 2017Q3 202325
TORONTO DOMINION BANK 1780.00%0.00%0.00%Q2 2017Q3 202325
J.P. Morgan Private Wealth Advisors LLC 2410.00%0.01%0.01%Q2 2017Q3 202325
FMR LLC 2140.00%0.00%0.01%Q2 2017Q3 202325
Hanson & Doremus Investment Management 25250.02%0.09%0.17%Q3 2017Q3 202325
Private Advisor Group, LLC 2230.00%0.01%0.04%Q2 2017Q3 202325
BOKF, NA 1690.00%0.01%0.04%Q2 2017Q3 202325
BANK OF HAWAII 25250.01%0.12%0.45%Q2 2017Q2 202325
Global Retirement Partners, LLC 1870.00%0.01%0.02%Q2 2017Q3 202325
Janney Montgomery Scott LLC 25250.01%0.01%0.03%Q3 2017Q3 202325
EVERETT HARRIS & CO /CA/ 2140.00%0.01%0.06%Q2 2017Q3 202325
HUNTINGTON NATIONAL BANK 25250.00%0.00%0.00%Q3 2017Q3 202325
US BANCORP \DE\ 25250.00%0.00%0.01%Q3 2017Q3 202325
Financial Architects, Inc 2040.06%0.09%0.13%Q2 2017Q2 202324
STONEBRIDGE CAPITAL MANAGEMENT INC 2130.10%0.16%0.30%Q2 2017Q2 202324
Verdence Capital Advisors LLC 24240.06%0.18%0.31%Q4 2017Q3 202324
Founders Capital Management 12120.02%0.03%0.04%Q2 2017Q3 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 14100.00%0.00%0.02%Q4 2016Q3 202324
BARCLAYS PLC 2110.00%0.00%0.00%Q2 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.02%0.04%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.02%0.03%Q4 2017Q3 202324
OPTIMUM INVESTMENT ADVISORS 24240.01%0.01%0.02%Q1 2018Q4 202324
SEI INVESTMENTS CO 1830.00%0.01%0.01%Q2 2017Q3 202324
PROFUND ADVISORS LLC 1860.02%0.03%0.06%Q2 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.01%0.02%0.04%Q4 2017Q3 202324
PRICE T ROWE ASSOCIATES INC /MD/ 1950.00%0.00%0.00%Q2 2017Q3 202324
Moors & Cabot, Inc. 2130.02%0.03%0.05%Q2 2017Q3 202324
Ballentine Partners, LLC 1920.01%0.01%0.02%Q2 2017Q3 202324
WELLINGTON MANAGEMENT GROUP LLP 2310.00%0.00%0.01%Q2 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.18%0.24%0.38%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1860.00%0.00%0.02%Q2 2017Q3 202324
GOFEN & GLOSSBERG LLC /IL/ 23230.12%0.24%0.50%Q2 2017Q4 202223
Investors Research Corp 23230.06%0.26%0.44%Q1 2018Q3 202323
COMERICA BANK 2210.00%0.02%0.03%Q3 2017Q2 202323
MACROVIEW INVESTMENT MANAGEMENT LLC 23230.01%0.01%0.02%Q1 2018Q3 202323
BLAIR WILLIAM & CO/IL 2030.00%0.00%0.01%Q2 2017Q3 202323
SIGNATUREFD, LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
TD ASSET MANAGEMENT INC 1810.00%0.00%0.00%Q2 2017Q3 202323
Endurance Wealth Management, Inc. 1930.00%0.00%0.00%Q2 2017Q2 202322
MUFG Americas Holdings Corp 22220.00%0.00%0.01%Q2 2017Q3 202222
CWM, LLC 1310.00%0.00%0.01%Q3 2017Q3 202322
Cetera Investment Advisers 1230.02%0.03%0.09%Q2 2017Q3 202322
GABLES CAPITAL MANAGEMENT INC. 22220.02%0.03%0.03%Q2 2018Q3 202322
Hudock, Inc. 22220.01%0.02%0.02%Q2 2017Q3 202222
RAYMOND JAMES TRUST N.A. 22220.03%0.05%0.10%Q2 2018Q3 202322
BlackRock Inc. 1310.00%0.00%0.00%Q2 2017Q3 202322
Advisory Services Network, LLC 1210.00%0.01%0.05%Q2 2017Q3 202322
Focused Wealth Management, Inc 22220.00%0.00%0.01%Q2 2018Q3 202322
STEPHENS INC /AR/ 21210.01%0.08%0.17%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
BANK OF MONTREAL /CAN/ 1620.01%0.01%0.03%Q2 2017Q3 202321
Argent Trust Co 2010.03%0.06%0.11%Q2 2018Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.02%0.09%0.25%Q2 2017Q2 202221
Cetera Advisors LLC 21210.01%0.02%0.06%Q3 2018Q3 202321
JOHNSON INVESTMENT COUNSEL INC 1620.00%0.01%0.01%Q1 2018Q3 202321
Highlander Capital Management, LLC 21210.00%0.01%0.01%Q2 2017Q2 202221
Cerity Partners LLC 1380.00%0.03%0.06%Q2 2017Q3 202321
Old Port Advisors 1811.16%1.52%2.14%Q2 2018Q3 202320
Aspire Private Capital, LLC 20200.01%0.11%0.26%Q4 2018Q3 202320
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20200.02%0.03%0.05%Q2 2017Q1 202220
Glassman Wealth Services 1640.00%0.00%0.01%Q4 2017Q3 202320
SeaCrest Wealth Management, LLC 1130.03%0.04%0.05%Q4 2017Q2 202320
Lindbrook Capital, LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.01%0.03%Q4 2017Q3 202220
Icon Wealth Partners, LLC 1520.02%0.08%0.18%Q4 2017Q3 202320
Pflug Koory, LLC 20200.00%0.00%0.01%Q4 2016Q3 202120
DELTA ASSET MANAGEMENT LLC/TN 1040.00%0.00%0.00%Q2 2017Q3 202320
Susquehanna International Securities, Ltd. 10100.05%3.07%9.28%Q4 2018Q1 202119
Smithfield Trust Co 1610.00%0.00%0.00%Q2 2017Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.04%Q4 2017Q2 202219
COMERICA SECURITIES,INC. 19190.01%0.03%0.05%Q1 2019Q3 202319
Lester Murray Antman dba SimplyRich 1810.15%0.25%0.48%Q4 2017Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.03%0.11%Q1 2019Q3 202319
IHT Wealth Management, LLC 820.02%0.03%0.07%Q3 2017Q3 202319
Simplicity Solutions, LLC 1310.01%0.04%0.09%Q2 2017Q3 202319
GEODE CAPITAL MANAGEMENT, LLC 19190.00%0.00%0.00%Q2 2017Q4 202119
Keudell/Morrison Wealth Management 19190.13%0.22%0.42%Q1 2019Q3 202319
CAMBRIDGE TRUST CO 1180.00%0.11%0.44%Q2 2017Q3 202319
VAUGHAN DAVID INVESTMENTS LLC/IL 1720.01%0.51%0.80%Q2 2017Q1 202219
Checchi Capital Advisers, LLC 1610.02%0.03%0.03%Q2 2017Q3 202319
OPPENHEIMER & CO INC 1710.01%0.02%0.03%Q2 2017Q3 202319
Zions Bancorporation, N.A. 19190.21%0.32%0.57%Q1 2019Q3 202319
FIRST MERCANTILE TRUST CO 18180.02%0.09%0.22%Q2 2017Q3 202118
American Trust Investment Advisors, LLC 18180.14%0.20%0.28%Q2 2019Q3 202318
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
GLENMEDE TRUST CO NA 1230.00%0.00%0.02%Q3 2017Q3 202318
Cresset Asset Management, LLC 920.00%0.00%0.01%Q4 2018Q3 202318
Connor, Clark & Lunn Investment Management Ltd. 1210.00%0.08%0.27%Q2 2017Q3 202318
Prospera Financial Services Inc 1620.00%0.05%0.15%Q2 2017Q2 202218
Saratoga Research & Investment Management 1420.01%0.01%0.02%Q2 2017Q2 202318
Avior Wealth Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
OPPENHEIMER ASSET MANAGEMENT INC. 1220.00%0.02%0.04%Q2 2017Q3 202318
Jacobi Capital Management LLC 18180.00%0.00%0.01%Q2 2017Q3 202118
Rockefeller Capital Management L.P. 18180.00%0.01%0.03%Q1 2019Q2 202318
RFG Advisory, LLC 18180.01%0.03%0.06%Q2 2019Q3 202318
Mirae Asset Global Investments Co., Ltd. 1170.00%0.01%0.06%Q2 2017Q4 202118
Rathbones Group PLC 18180.00%0.01%0.01%Q1 2018Q2 202218
Garner Asset Management Corp 18180.13%0.28%0.37%Q2 2017Q3 202118
INTRUST BANK NA 1310.05%0.10%0.14%Q2 2017Q3 202317
Baystate Wealth Management LLC 1610.00%0.00%0.00%Q3 2018Q3 202317
PARK AVENUE SECURITIES LLC 1410.01%0.01%0.02%Q1 2019Q3 202317
Balentine LLC 910.00%0.01%0.02%Q3 2017Q3 202317
SG Americas Securities, LLC 1410.00%0.01%0.03%Q3 2017Q3 202217
MACQUARIE GROUP LTD 17170.00%0.06%0.12%Q2 2017Q2 202117
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
AMERICAN NATIONAL INSURANCE CO 17170.02%0.03%0.04%Q3 2017Q3 202117
SCOTIA CAPITAL INC. 17170.01%0.01%0.01%Q3 2019Q3 202317
Voya Financial Advisors, Inc. 1610.03%0.06%0.08%Q2 2017Q2 202317
Cubist Systematic Strategies, LLC 510.00%0.03%0.12%Q2 2017Q3 202317
HM PAYSON & CO 1160.00%0.00%0.00%Q2 2019Q3 202317
Laurel Wealth Advisors, Inc. 1430.02%0.06%0.12%Q2 2017Q2 202217
Boston Trust Walden Corp 17170.02%0.04%0.06%Q3 2017Q3 202117
D. E. Shaw & Co., Inc. 710.00%0.01%0.03%Q2 2017Q3 202317
Carroll Financial Associates, Inc. 1430.00%0.00%0.00%Q2 2017Q4 202117
PRIVATE TRUST CO NA 1160.01%0.15%0.26%Q2 2017Q3 202317
abrdn plc 17170.00%0.01%0.03%Q3 2019Q3 202317
ADVISOR PARTNERS LLC 17170.04%0.05%0.08%Q2 2018Q2 202217
Tower Research Capital LLC (TRC) 610.00%0.01%0.04%Q2 2017Q2 202317
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Valeo Financial Advisors, LLC 1510.00%0.01%0.03%Q3 2017Q1 202316
WASHINGTON TRUST Co 1510.00%0.00%0.01%Q2 2018Q3 202316
Carmichael Hill & Associates, Inc. 16160.02%0.02%0.03%Q4 2019Q3 202316
Verition Fund Management LLC 720.01%0.11%0.34%Q2 2017Q1 202316
Wealth Alliance 16160.14%0.24%0.55%Q4 2019Q3 202316
Wambolt & Associates, LLC 16160.18%0.37%0.51%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.00%0.00%0.00%Q4 2019Q3 202316
COZAD ASSET MANAGEMENT INC 1410.04%0.05%0.06%Q2 2018Q3 202316
Samalin Investment Counsel, LLC 16160.16%0.24%0.46%Q4 2019Q3 202316
LAZARD ASSET MANAGEMENT LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
BROWN BROTHERS HARRIMAN & CO 1010.00%0.00%0.00%Q2 2017Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.10%0.16%0.24%Q4 2019Q3 202316
GREENLEAF TRUST 1010.00%0.01%0.01%Q2 2017Q3 202316
EQUITY INVESTMENT CORP 16160.01%1.76%2.53%Q1 2018Q4 202116
HighMark Wealth Management LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.00%0.01%Q4 2019Q3 202316
BESSEMER GROUP INC 1410.00%0.00%0.00%Q2 2017Q2 202316
Armor Investment Advisors, LLC 1010.12%0.18%0.23%Q3 2017Q1 202216
Dorsey & Whitney Trust CO LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
DEUTSCHE BANK AG\ 1150.00%0.01%0.06%Q2 2017Q3 202116
ENTERPRISE FINANCIAL SERVICES CORP 16160.00%0.00%0.01%Q3 2017Q2 202116
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 810.00%0.15%0.47%Q2 2017Q3 202216
Optas, LLC 16160.13%0.23%0.32%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Barry Investment Advisors, LLC 16160.07%1.33%3.57%Q4 2019Q3 202316
MILLENNIUM MANAGEMENT LLC 420.00%0.01%0.03%Q2 2017Q4 202216
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Twin Tree Management, LP 420.00%0.01%0.02%Q2 2017Q2 202215
BEACH INVESTMENT COUNSEL INC/PA 870.31%0.46%0.76%Q1 2020Q4 202315
AVANTAX ADVISORY SERVICES, INC. 15150.02%0.05%0.07%Q1 2020Q3 202315
Atria Investments, Inc 1410.03%0.04%0.06%Q4 2019Q3 202315
180 WEALTH ADVISORS, LLC 870.05%0.09%0.14%Q1 2019Q3 202315
NEXT Financial Group, Inc 720.00%0.01%0.07%Q2 2017Q4 202115
Aperio Group, LLC 15150.06%0.08%0.10%Q2 2017Q4 202015
OLD MISSION CAPITAL LLC 910.01%0.47%1.52%Q2 2017Q1 202315
JANUS HENDERSON GROUP PLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Maven Securities LTD 1410.02%0.18%0.54%Q4 2017Q3 202115
DEARBORN PARTNERS LLC 14140.01%0.01%0.01%Q2 2020Q3 202314
Kistler-Tiffany Companies, LLC 14140.01%0.01%0.02%Q2 2017Q3 202014
Barrett Asset Management, LLC 950.00%0.00%0.00%Q2 2017Q2 202114
ETRADE Capital Management LLC 14140.04%0.08%0.12%Q2 2017Q3 202014
First Allied Advisory Services, Inc. 14140.02%0.03%0.05%Q2 2017Q3 202014
EATON VANCE MANAGEMENT 1220.00%0.00%0.00%Q2 2017Q1 202214
Baird Financial Group, Inc. 1130.00%0.00%0.00%Q2 2017Q4 202014
Susquehanna International Group Ltd. 1010.35%1.82%3.83%Q4 2018Q2 202314
Nicholas Hoffman & Company, LLC. 14140.11%0.19%0.35%Q1 2018Q2 202114
PRUDENTIAL FINANCIAL INC 14140.00%0.00%0.00%Q2 2020Q3 202314
MEEDER ASSET MANAGEMENT INC 1220.00%0.01%0.08%Q2 2017Q3 202214
Rosenberg Matthew Hamilton 14140.01%0.01%0.02%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 1040.00%0.01%0.02%Q1 2020Q3 202314
FLAGSHIP HARBOR ADVISORS, LLC 14140.03%0.10%0.16%Q2 2017Q3 202014
ARROW FINANCIAL CORP 14140.00%0.00%0.01%Q3 2017Q4 202014
Prestige Wealth Management Group LLC 1310.00%0.00%0.01%Q4 2018Q4 202214
Kestra Advisory Services, LLC 13130.01%0.04%0.09%Q3 2020Q3 202313
Pacer Advisors, Inc. 630.00%0.01%0.14%Q2 2019Q3 202313
Asset Dedication, LLC 850.00%0.00%0.00%Q2 2020Q3 202313
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 13130.00%0.00%0.01%Q2 2017Q2 202013
Elevated Capital Advisors, LLC 510.33%0.45%0.62%Q1 2019Q3 202313
Epoch Investment Partners, Inc. 13130.00%0.00%0.00%Q2 2017Q2 202013
GROUP ONE TRADING, L.P. 620.00%0.00%0.01%Q4 2017Q2 202313
Town & Country Bank & Trust CO dba First Bankers Trust CO 13130.10%0.13%0.17%Q2 2017Q2 202013
MOODY NATIONAL BANK TRUST DIVISION 13130.01%0.01%0.02%Q3 2018Q3 202113
ClearBridge Investments Ltd 850.00%0.00%0.01%Q3 2018Q2 202213
Capital Advisory Group Advisory Services, LLC 760.00%0.00%0.00%Q2 2018Q3 202113
Global Financial Private Capital, Inc 13130.36%0.59%1.23%Q2 2017Q2 202013
1832 Asset Management L.P. 1120.00%0.01%0.03%Q2 2017Q1 202213
Cornerstone Advisors, Inc. 1120.00%0.01%0.01%Q2 2017Q3 202013
Hexagon Capital Partners LLC 13130.02%0.05%0.08%Q3 2020Q3 202313
SYNOVUS FINANCIAL CORP 13130.00%0.01%0.03%Q2 2017Q2 202013
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.01%0.01%Q3 2020Q3 202313
Financial Management Professionals, Inc. 1210.00%0.00%0.00%Q2 2020Q3 202313
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q4 2017Q3 202313
Smith, Salley & Associates 13130.27%0.37%0.53%Q2 2017Q2 202013
North Star Investment Management Corp. 850.00%0.00%0.00%Q2 2017Q3 202013
KAYNE ANDERSON CAPITAL ADVISORS LP 750.00%0.01%0.02%Q3 2017Q3 202012
KINGS POINT CAPITAL MANAGEMENT 12120.00%0.00%0.01%Q2 2019Q1 202212
Clearstead Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
M. Kulyk & Associates, LLC 12121.74%2.20%2.79%Q4 2020Q3 202312
BRINKER CAPITAL INC 12120.01%0.02%0.03%Q3 2017Q2 202012
ROPES WEALTH ADVISORS LLC 1110.00%0.01%0.02%Q2 2017Q3 202012
Cribstone Capital Management, LLC 12120.00%0.11%0.81%Q2 2017Q1 202012
World Asset Management Inc 12120.02%0.05%0.09%Q2 2017Q1 202012
First Trust Direct Indexing L.P. 12120.09%0.12%0.18%Q4 2020Q3 202312
CAROLINAS WEALTH CONSULTING LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Fisher Asset Management, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Halpern Financial, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
Royal Fund Management, LLC 12120.00%0.01%0.04%Q2 2017Q1 202012
FRANKLIN RESOURCES INC 840.00%0.00%0.00%Q3 2020Q3 202312
Mission Creek Capital Partners, Inc. 12120.04%0.23%0.46%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.04%0.15%Q4 2018Q3 202112
FIRST FINANCIAL CORP /IN/ 12120.02%0.03%0.04%Q2 2017Q1 202012
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
QUEST CAPITAL MANAGEMENT INC /ADV 12120.06%0.09%0.14%Q1 2019Q4 202112
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.00%0.01%Q2 2018Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.03%0.04%0.04%Q4 2020Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.01%0.01%Q4 2020Q3 202312
Renasant Bank 12120.18%0.22%0.30%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 12120.00%0.10%0.19%Q4 2018Q3 202112
Caprock Group, LLC 420.02%0.06%0.16%Q2 2017Q3 202312
Ellevest, Inc. 650.00%0.00%0.01%Q1 2020Q1 202311
Anchor Investment Management, LLC 11110.01%0.03%0.06%Q1 2016Q3 201811
Advisor Group, Inc. 11110.02%0.03%0.04%Q2 2017Q4 201911
Key FInancial Inc 910.00%0.00%0.00%Q1 2020Q3 202311
Shepherd Financial Partners LLC 11110.18%0.29%0.41%Q2 2017Q4 201911
PORTLAND INVESTMENT COUNSEL INC. 1010.09%0.17%0.25%Q4 2020Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.01%0.02%0.03%Q2 2017Q4 201911
Cetera Advisor Networks LLC 910.00%0.01%0.01%Q3 2017Q3 202311
EAGLE ASSET MANAGEMENT INC 11110.01%0.02%0.02%Q2 2017Q4 201911
Ethic Inc. 810.03%0.10%0.20%Q1 2020Q3 202311
GSB Wealth Management, LLC 11110.12%0.23%0.43%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.01%0.01%0.02%Q1 2021Q3 202311
Lloyd Advisory Services, LLC. 10100.07%0.11%0.25%Q4 2019Q1 202210
NumerixS Investment Technologies Inc 820.01%0.04%0.11%Q2 2017Q4 201910
HC FINANCIAL ADVISORS INC 10100.01%0.02%0.02%Q1 2020Q2 202210
Quantbot Technologies LP 510.00%0.01%0.03%Q2 2017Q3 202310
Bogart Wealth, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
FinTrust Capital Advisors, LLC 640.00%0.00%0.01%Q4 2018Q3 202310
PEAK6 Group LLC 220.00%0.00%0.02%Q2 2017Q2 201810
ATLAS CAPITAL ADVISORS LLC 910.00%0.04%0.08%Q2 2018Q4 202010
Capital International Investors 820.00%0.10%0.20%Q2 2017Q4 202010
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
CWA Asset Management Group, LLC 810.02%0.07%0.14%Q2 2018Q3 202110
UNITED CAPITAL FINANCIAL ADVISORS, LLC 910.00%0.00%0.01%Q2 2017Q4 201910
Fieldpoint Private Securities, LLC 730.00%0.01%0.03%Q2 2019Q2 202210
Mayflower Financial Advisors, LLC 10100.03%0.04%0.04%Q2 2021Q3 202310
Dynamic Technology Lab Private Ltd 410.03%0.07%0.12%Q2 2017Q4 202210
Vestmark Advisory Solutions, Inc. 820.02%0.03%0.06%Q1 2020Q2 202310
Procyon Advisors, LLC 10100.07%0.12%0.16%Q2 2021Q3 202310
Concord Wealth Partners 510.00%0.02%0.04%Q4 2020Q3 202310
Mondrian Investment Partners LTD 10100.68%0.75%0.85%Q3 2017Q4 201910
RNC CAPITAL MANAGEMENT LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
STATE OF MICHIGAN RETIREMENT SYSTEM 10100.02%0.02%0.07%Q2 2017Q3 201910
PSI Advisors, LLC 910.00%0.00%0.00%Q4 2019Q3 202310
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.01%0.05%Q1 2019Q1 202310
SUNTRUST BANKS INC 10100.04%0.08%0.12%Q2 2017Q3 201910
GPS Wealth Strategies Group, LLC 730.00%0.01%0.02%Q1 2021Q3 202310
Snowden Capital Advisors LLC 820.00%0.01%0.01%Q3 2019Q3 202310
DAVENPORT & Co LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
THOMPSON SIEGEL & WALMSLEY LLC 10100.00%0.03%0.09%Q2 2017Q3 201910
Vanguard Personalized Indexing Management, LLC 910.02%0.03%0.05%Q4 2020Q3 202310
FORA Capital, LLC 410.02%0.07%0.14%Q4 2019Q3 202310
Winslow, Evans & Crocker, Inc. 810.00%0.01%0.09%Q2 2017Q4 20209
Lantz Financial LLC 810.11%0.12%0.14%Q2 2021Q3 20239
Activest Wealth Management 630.00%0.00%0.01%Q1 2021Q3 20239
ANCHOR CAPITAL ADVISORS LLC 990.01%0.04%0.06%Q2 2017Q2 20199
Mount Yale Investment Advisors, LLC 630.01%0.03%0.05%Q1 2018Q3 20239
Arden Trust Co 810.01%0.11%0.18%Q1 2020Q1 20239
BREWIN DOLPHIN LTD 630.00%0.01%0.01%Q3 2017Q2 20219
Qube Research & Technologies Ltd 420.00%0.02%0.05%Q4 2020Q3 20239
Johnson Financial Group, Inc. 990.00%0.00%0.01%Q1 2021Q1 20239
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.01%Q3 2018Q3 20239
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 810.01%0.02%0.03%Q1 2019Q2 20219
Truvestments Capital LLC 510.02%0.03%0.05%Q3 2018Q1 20219
Proficio Capital Partners LLC 810.00%0.02%0.05%Q1 2017Q2 20199
Wealthcare Advisory Partners LLC 810.00%0.01%0.01%Q2 2018Q1 20219
Herold Advisors, Inc. 990.19%0.24%0.28%Q3 2021Q3 20239
Bollard Group LLC 520.00%0.01%0.04%Q2 2017Q3 20239
FIRST TRUST ADVISORS LP 410.00%0.00%0.00%Q2 2017Q3 20239
RPg Family Wealth Advisory, LLC 410.01%1.31%3.57%Q1 2018Q1 20229
Capital Bank & Trust Co 990.02%0.05%0.09%Q2 2017Q2 20199
Beacon Pointe Advisors, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
BB&T SECURITIES, LLC 810.07%0.10%0.14%Q2 2017Q3 20199
Quilter Plc 990.01%0.01%0.02%Q4 2019Q4 20219
Brinker Capital Investments, LLC 810.00%0.01%0.02%Q3 2020Q4 20229
Curbstone Financial Management Corp 990.21%0.29%0.37%Q2 2017Q2 20199
PITTENGER & ANDERSON INC 510.00%0.12%0.22%Q2 2017Q3 20239
Vigilant Capital Management, LLC 720.00%0.00%0.00%Q4 2018Q2 20239
Virtu Financial LLC 310.02%0.03%0.08%Q3 2018Q3 20229
Financial Gravity Asset Management, Inc. 410.00%0.01%0.02%Q1 2018Q2 20239
MOTCO 510.00%0.00%0.00%Q2 2017Q2 20239
Sandy Spring Bank 810.00%0.01%0.01%Q1 2018Q2 20239
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 610.41%1.96%2.98%Q2 2017Q1 20228
Retirement Planning Co of New England, Inc. 880.68%0.82%0.90%Q4 2021Q3 20238
FAIRFIELD, BUSH & CO. 610.01%0.14%0.24%Q2 2017Q2 20238
AlphaOne Investment Services, LLC 880.00%0.00%0.01%Q4 2017Q3 20198
Addison Advisors LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Cable Hill Partners, LLC 880.00%0.02%0.12%Q2 2017Q1 20198
Level Financial Advisors 880.00%0.00%0.01%Q4 2021Q3 20238
CITY HOLDING CO 710.00%0.00%0.00%Q2 2017Q3 20238
Mystic Asset Management, Inc. 880.29%0.36%0.40%Q4 2021Q3 20238
Israel Discount Bank of New York 880.00%0.01%0.02%Q2 2017Q1 20198
Parkside Financial Bank & Trust 440.00%0.01%0.01%Q3 2017Q3 20238
Rehmann Capital Advisory Group 710.01%0.01%0.02%Q1 2018Q3 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Ancora Advisors LLC 710.00%0.00%0.00%Q2 2021Q3 20238
PARADIGM ASSET MANAGEMENT CO LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Beck Bode, LLC 310.02%2.42%3.56%Q4 2018Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.01%0.02%Q4 2021Q3 20238
Strategic Investment Advisors / MI 880.08%0.16%0.20%Q4 2018Q3 20208
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Calamos Advisors LLC 880.00%0.01%0.01%Q4 2021Q3 20238
KEYBANK NATIONAL ASSOCIATION/OH 880.00%0.00%0.00%Q4 2021Q3 20238
High Net Worth Advisory Group LLC 710.07%0.08%0.09%Q4 2021Q4 20238
MITCHELL & PAHL PRIVATE WEALTH, LLC 880.13%0.24%0.32%Q4 2021Q3 20238
Sound Income Strategies, LLC 620.00%0.00%0.00%Q2 2020Q3 20238
Morningstar Investment Services LLC 880.00%0.01%0.01%Q1 2018Q4 20198
Carnegie Capital Asset Management, LLC 880.03%0.05%0.07%Q2 2017Q1 20198
Ellis Investment Partners, LLC 530.00%0.01%0.02%Q3 2019Q3 20228
EverSource Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
CAPITAL GUARDIAN TRUST CO 880.01%0.04%0.07%Q3 2017Q2 20198
City State Bank 880.00%0.00%0.00%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.00%0.01%0.01%Q4 2021Q3 20238
A.R.T. Advisors, LLC 410.02%0.07%0.16%Q2 2017Q4 20198
PRIMORIS WEALTH ADVISORS, LLC 880.23%0.32%0.38%Q4 2021Q3 20238
TWO SIGMA INVESTMENTS, LP 710.00%0.03%0.07%Q2 2017Q2 20198
SCHRODER INVESTMENT MANAGEMENT GROUP 880.00%0.00%0.00%Q1 2020Q4 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.02%0.05%Q2 2017Q2 20198
Sequoia Financial Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
WFA Asset Management Corp 880.02%0.03%0.04%Q4 2021Q3 20238
REUTER JAMES WEALTH MANAGEMENT, LLC 880.32%0.55%1.10%Q4 2021Q3 20238
O'ROURKE & COMPANY, Inc 880.31%0.34%0.36%Q4 2021Q3 20238
Energy Income Partners, LLC 620.00%1.22%2.08%Q3 2017Q2 20218
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Wealthspire Advisors, L.P. 880.00%0.01%0.02%Q2 2017Q1 20198
Freedom Investment Management, Inc. 770.02%0.04%0.04%Q1 2022Q3 20237
Granite Investment Advisors, LLC 770.28%0.44%0.72%Q2 2017Q4 20187
BerganKDV Wealth Management, LLC 770.01%0.31%0.42%Q2 2017Q4 20187
Stockman Wealth Management, Inc. 770.13%0.14%0.16%Q3 2017Q1 20197
Avestar Capital, LLC 770.00%0.02%0.03%Q4 2017Q2 20197
Bank of New Hampshire 770.03%0.04%0.04%Q1 2022Q3 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.01%0.01%Q1 2021Q4 20227
COMERICA SECURITIES INC 770.05%0.06%0.08%Q2 2017Q4 20187
Tradition Wealth Management, LLC 610.00%0.00%0.00%Q4 2020Q3 20227
Wagner Wealth Management, LLC 410.00%0.01%0.02%Q4 2017Q3 20227
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Savior LLC 770.00%0.01%0.01%Q4 2019Q2 20217
GAMCO INVESTORS, INC. ET AL 430.00%0.00%0.00%Q4 2017Q3 20197
JTC Employer Solutions Trustee Ltd 770.00%0.00%0.00%Q2 2021Q4 20227
Vise Technologies, Inc. 770.08%0.13%0.18%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.00%0.00%0.00%Q4 2021Q3 20237
Ledyard National Bank 770.01%0.01%0.01%Q2 2017Q4 20187
NTV ASSET MANAGEMENT LLC 770.04%0.06%0.09%Q1 2020Q3 20217
Global Wealth Management Investment Advisory, Inc. 770.02%0.05%0.13%Q4 2018Q2 20207
EUDAIMONIA ADVISORS LLC 430.14%0.15%0.16%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.02%0.02%0.02%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
REGIONS FINANCIAL CORP 610.00%0.00%0.00%Q2 2017Q1 20197
Mascoma Wealth Management LLC 770.01%0.01%0.01%Q3 2021Q1 20237
Orion Portfolio Solutions, LLC 310.00%0.01%0.02%Q4 2019Q3 20237
Raleigh Capital Management Inc. 770.62%0.87%1.07%Q1 2022Q3 20237
WNY Asset Management, LLC 610.05%0.11%0.18%Q1 2021Q1 20237
ADVANTAGE INVESTMENT MANAGEMENT, LLC 770.00%0.01%0.01%Q4 2017Q2 20197
Thomas J. Herzfeld Advisors, Inc. 770.00%0.00%0.01%Q3 2018Q1 20207
SVA Wealth Management, LLC 770.02%0.05%0.08%Q2 2017Q4 20187
MinichMacGregor Wealth Management, LLC 610.00%0.02%0.04%Q3 2016Q3 20187
AXA S.A. 520.00%0.00%0.00%Q3 2020Q3 20237
BUCKINGHAM STRATEGIC WEALTH, LLC 430.00%0.00%0.01%Q4 2021Q3 20237
CREDIT SUISSE AG/ 310.00%0.00%0.00%Q2 2017Q2 20216
Stratos Wealth Partners, LTD. 410.00%0.01%0.02%Q2 2017Q2 20236
Aevitas Wealth Management, Inc. 660.07%0.12%0.15%Q4 2017Q1 20196
Rise Advisors, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Strategic Wealth Partners, Ltd. 660.01%0.02%0.04%Q4 2017Q1 20196
SHINE INVESTMENT ADVISORY SERVICES INC 660.01%0.01%0.01%Q2 2019Q3 20206
MHI Funds, LLC 660.00%0.26%1.56%Q4 2017Q1 20196
Sowell Financial Services LLC 510.00%0.01%0.02%Q3 2019Q1 20216
ASSOCIATED BANC-CORP 420.00%0.00%0.01%Q2 2017Q4 20206
Eudaimonia Partners, LLC 660.01%0.02%0.04%Q4 2019Q1 20216
TWO SIGMA ADVISERS, LP 210.00%0.01%0.03%Q2 2017Q3 20226
BAILARD, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Alan B Lancz & Associates, Inc. 660.16%0.17%0.19%Q4 2021Q1 20236
C-J Advisory, Inc. 660.01%0.01%0.02%Q3 2016Q4 20176
AVIANCE CAPITAL MANAGEMENT, LLC 310.00%0.02%0.07%Q2 2017Q1 20196
Meridian Wealth Partners, LLC 660.00%0.01%0.01%Q4 2019Q1 20216
HUTNER CAPITAL MANAGEMENT INC 660.23%0.97%1.31%Q2 2017Q3 20186
Tyers Asset Management LLC 660.02%0.03%0.03%Q2 2017Q3 20186
Chicago Partners Investment Group LLC 660.01%0.01%0.02%Q2 2017Q3 20186
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Thrive Capital Management, LLC 660.15%0.22%0.26%Q2 2022Q3 20236
NAPLES GLOBAL ADVISORS, LLC 660.18%0.27%0.42%Q2 2017Q3 20186
LS Investment Advisors, LLC 660.00%0.00%0.00%Q2 2017Q3 20186
Legacy Financial Advisors, Inc. 660.00%0.00%0.01%Q4 2017Q1 20196
EVERGREEN CAPITAL MANAGEMENT LLC 420.01%0.01%0.02%Q1 2022Q3 20236
Meridian Wealth Management, LLC 660.03%0.04%0.06%Q2 2022Q3 20236
Bruderman Asset Management, LLC 510.00%0.00%0.00%Q2 2017Q1 20196
Freedman Financial Associates, Inc. 660.01%0.07%0.09%Q4 2020Q1 20226
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.00%0.16%0.22%Q3 2018Q1 20226
Edge Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Squarepoint Ops LLC 310.00%0.00%0.01%Q3 2017Q2 20226
BREMER TRUST NATIONAL ASSOCIATION 660.06%0.08%0.10%Q3 2017Q4 20186
Outlook Wealth Advisors, LLC 660.12%0.27%0.40%Q4 2018Q1 20206
Allspring Global Investments Holdings, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SVB WEALTH LLC 420.00%0.00%0.00%Q1 2021Q2 20236
Neuburgh Advisers LLC 660.02%0.02%0.02%Q2 2017Q3 20186
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Sunbelt Securities, Inc. 310.00%0.02%0.04%Q3 2019Q3 20236
HHM Wealth Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Flinton Capital Management LLC 660.03%0.03%0.04%Q2 2017Q3 20186
LAKE STREET ADVISORS GROUP, LLC 660.02%0.03%0.04%Q1 2020Q2 20216
Optiver Holding B.V. 310.00%0.01%0.02%Q1 2021Q1 20236
KCS Wealth Advisory 660.35%0.57%0.68%Q4 2017Q1 20196
GUARDIAN CAPITAL LP 660.09%0.13%0.16%Q2 2017Q3 20186
RIVERHEAD CAPITAL MANAGEMENT LLC 660.02%0.03%0.04%Q2 2017Q3 20186
Naviter Wealth, LLC 660.16%0.18%0.22%Q2 2022Q3 20236
CoreFirst Bank & Trust 660.01%0.01%0.01%Q4 2020Q1 20226
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
Meadow Creek Investment Management LLC 660.01%0.01%0.01%Q2 2017Q3 20186
Shulman DeMeo Asset Management LLC 660.13%0.17%0.22%Q3 2019Q4 20206
Sargent Bickham Lagudis LLC 660.03%0.03%0.04%Q3 2021Q4 20226
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q2 2017Q4 20226
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 660.30%0.34%0.40%Q2 2019Q3 20206
ARCADIA INVESTMENT MANAGEMENT CORP/MI 660.00%0.00%0.01%Q2 2017Q3 20186
B. Riley Wealth Advisors, Inc. 210.01%0.01%0.03%Q4 2017Q3 20236
Henry James International Management Inc. 660.35%0.37%0.40%Q2 2022Q3 20236
First Command Bank 550.00%0.01%0.01%Q2 2017Q2 20185
Marshall Wace North America L.P. 210.00%0.02%0.04%Q2 2018Q2 20215
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
HBK INVESTMENTS L P 410.00%0.01%0.02%Q2 2017Q4 20185
tru Independence LLC 550.00%0.00%0.01%Q4 2019Q4 20205
TIEDEMANN ADVISORS, LLC 550.06%0.29%0.48%Q3 2017Q3 20185
Crescent Capital Consulting, LLC 550.00%0.01%0.01%Q4 2020Q4 20215
Capital Analysts, LLC 410.00%0.00%0.00%Q1 2018Q3 20215
EVOKE WEALTH, LLC 410.00%0.01%0.02%Q3 2019Q2 20225
MONEY CONCEPTS CAPITAL CORP 550.00%0.03%0.06%Q1 2022Q1 20235
Joel Isaacson & Co., LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Banco de Sabadell, S.A 320.00%0.01%0.04%Q4 2017Q4 20195
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 410.02%0.08%0.10%Q2 2018Q3 20235
Schonfeld Strategic Advisors LLC 210.01%0.02%0.03%Q2 2018Q4 20225
SNOW CAPITAL MANAGEMENT LP 550.01%0.01%0.02%Q3 2017Q3 20185
West Family Investments, Inc. 550.11%0.13%0.16%Q2 2021Q2 20225
Paloma Partners Management Co 210.00%0.01%0.01%Q2 2017Q1 20225
Principal Street Partners, LLC 320.05%0.06%0.08%Q1 2022Q3 20235
BROWN ADVISORY INC 320.00%0.00%0.00%Q2 2017Q1 20235
Platform Technology Partners 410.09%0.13%0.18%Q1 2020Q2 20215
Clear Perspective Advisors, LLC 550.04%0.05%0.07%Q2 2017Q2 20185
Hennion & Walsh Asset Management, Inc. 550.02%0.03%0.03%Q3 2022Q3 20235
First Command Financial Services, Inc. 550.00%0.00%0.01%Q2 2017Q2 20185
Quantamental Technologies LLC 210.05%0.22%0.42%Q4 2018Q2 20235
Wealthstar Advisors, LLC 550.16%0.23%0.33%Q1 2022Q1 20235
MARSHALL WACE, LLP 210.00%0.00%0.01%Q3 2019Q4 20225
CITIZENS FINANCIAL GROUP INC/RI 550.00%0.00%0.00%Q1 2019Q1 20205
Squar Milner Financial Services LLC 550.00%0.00%0.01%Q2 2018Q2 20195
Atlas Private Wealth Management, LLC 410.01%0.01%0.01%Q4 2019Q1 20215
BBR PARTNERS, LLC 410.02%0.02%0.02%Q2 2020Q3 20215
ADVISOR PARTNERS II, LLC 550.03%0.04%0.04%Q3 2022Q3 20235
HighPoint Advisor Group LLC 410.03%0.04%0.04%Q4 2020Q2 20225
REAVES W H & CO INC 410.54%0.76%1.09%Q2 2017Q3 20185
Nuveen Fund Advisors, LLC 550.13%0.18%0.26%Q2 2017Q2 20185
SELDON CAPITAL LP 550.04%0.05%0.06%Q4 2021Q4 20225
UBS ASSET MANAGEMENT AMERICAS INC 550.00%0.00%0.00%Q2 2017Q2 20185
Thomasville National Bank 550.04%0.16%0.23%Q2 2017Q2 20185
ROMANO BROTHERS AND COMPANY 550.11%0.15%0.17%Q3 2022Q3 20235
Corient Capital Partners, LLC 550.02%0.02%0.02%Q3 2021Q3 20225
Norway Savings Bank 320.00%0.00%0.01%Q3 2018Q1 20205
BARRETT & COMPANY, INC. 550.07%0.08%0.10%Q3 2022Q3 20235
Mariner, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
Core Alternative Capital 440.00%0.01%0.01%Q1 2022Q4 20224
First County Bank /CT/ 440.82%1.01%1.17%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
BOSTON ADVISORS LLC 440.01%0.01%0.01%Q2 2017Q1 20184
BNP PARIBAS FINANCIAL MARKETS 210.00%0.00%0.01%Q1 2022Q3 20234
Mendota Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Center For Asset Management LLC 440.45%0.51%0.61%Q2 2022Q1 20234
Liberty Mutual Group Asset Management Inc. 310.01%0.02%0.03%Q2 2017Q2 20184
TUDOR INVESTMENT CORP ET AL 310.01%0.06%0.15%Q2 2022Q3 20234
Candriam S.C.A. 440.00%0.00%0.01%Q2 2018Q1 20194
Martin Capital Partners, LLC 441.79%2.08%2.22%Q4 2017Q3 20184
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.01%Q1 2019Q4 20224
Assenagon Asset Management S.A. 440.00%0.00%0.01%Q1 2021Q4 20214
Versant Capital Management, Inc 310.00%0.00%0.00%Q4 2017Q3 20234
RMR Wealth Builders 210.00%0.00%0.01%Q4 2019Q1 20214
Farmers & Merchants Trust Co of Chambersburg PA 440.00%0.00%0.00%Q4 2022Q3 20234
COLDSTREAM CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
Aquatic Capital Management LLC 220.00%0.03%0.07%Q2 2022Q3 20234
LINCOLN NATIONAL CORP 310.00%0.01%0.01%Q1 2022Q3 20234
Congress Park Capital LLC 210.26%0.28%0.31%Q4 2017Q3 20214
MARINO, STRAM & ASSOCIATES LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Parallax Volatility Advisers, L.P. 110.00%0.00%0.01%Q3 2017Q3 20224
WEST BANCORPORATION INC 440.00%0.01%0.01%Q4 2019Q3 20204
Quantum Private Wealth, LLC 440.19%0.23%0.26%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.18%0.22%0.27%Q4 2017Q3 20184
Corient Private Wealth LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Schubert & Co 440.00%0.00%0.00%Q2 2022Q1 20234
Grace Capital 440.11%0.26%0.55%Q2 2017Q1 20184
Wealth Quarterback LLC 220.03%0.05%0.07%Q4 2019Q3 20214
Risk Paradigm Group, LLC 440.23%0.25%0.28%Q2 2017Q1 20184
Stonebridge Financial Planning Group, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
First PREMIER Bank 310.00%0.01%0.01%Q2 2017Q1 20194
RPG Investment Advisory, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Epstein & White Financial LLC 440.15%0.27%0.33%Q4 2017Q3 20184
BRASADA CAPITAL MANAGEMENT, LP 310.00%0.00%0.00%Q4 2017Q4 20184
Bleakley Financial Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
THORNBURG INVESTMENT MANAGEMENT INC 440.00%0.11%0.17%Q2 2017Q1 20184
LITTLE HOUSE CAPITAL LLC 440.21%0.49%0.73%Q1 2020Q4 20204
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 440.00%0.00%0.00%Q4 2022Q3 20234
Park Place Capital Corp 440.23%0.25%0.27%Q4 2022Q3 20234
Capital Research Global Investors 440.03%0.03%0.04%Q4 2019Q3 20204
Gallacher Capital Management LLC 440.15%0.16%0.18%Q4 2022Q3 20234
Carr Financial Group Corp 440.13%0.16%0.18%Q4 2022Q3 20234
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 440.00%0.02%0.02%Q1 2017Q4 20174
CAPITAL FUND MANAGEMENT S.A. 220.00%0.02%0.04%Q1 2018Q1 20194
MERITAGE PORTFOLIO MANAGEMENT 440.33%0.44%0.61%Q4 2019Q3 20204
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
DC Investments Management, LLC 440.14%0.18%0.22%Q2 2019Q1 20204
ARGENT TRUST Co 440.14%0.15%0.16%Q2 2017Q1 20184
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
NOMURA HOLDINGS INC 110.02%0.09%0.20%Q3 2020Q1 20234
Quantinno Capital Management LP 440.04%0.05%0.07%Q4 2022Q3 20234
JANICZEK WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BALDWIN BROTHERS LLC/MA 440.01%0.01%0.01%Q3 2019Q2 20204
Crewe Advisors LLC 310.00%0.02%0.03%Q4 2017Q4 20224
Trexquant Investment LP 210.02%0.03%0.05%Q1 2018Q2 20224
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.00%0.01%Q1 2018Q4 20184
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PRENTISS SMITH & CO INC 440.00%0.00%0.00%Q4 2017Q3 20184
Bartlett & Co. LLC 210.00%0.00%0.00%Q2 2017Q2 20224
Colonial Trust Co / SC 440.00%0.00%0.00%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MACKENZIE FINANCIAL CORP 440.00%0.00%0.00%Q4 2017Q3 20184
STEVENS CAPITAL MANAGEMENT LP 110.02%0.02%0.03%Q2 2017Q2 20194
MCF Advisors LLC 310.00%0.00%0.00%Q1 2022Q3 20234
Capital Advisors, Ltd. LLC 440.01%0.01%0.01%Q2 2017Q1 20184
Capital International, Inc./CA/ 440.08%0.09%0.09%Q3 2017Q2 20184
TRUE Private Wealth Advisors 210.00%0.00%0.00%Q3 2018Q1 20204
Campbell & CO Investment Adviser LLC 110.06%0.20%0.46%Q1 2019Q4 20224
Jefferies Group LLC 110.00%0.01%0.01%Q2 2017Q4 20194
Rodgers Brothers Inc. 440.18%0.20%0.22%Q1 2021Q4 20214
ELLINGTON MANAGEMENT GROUP LLC 210.03%0.11%0.21%Q4 2017Q2 20194
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.00%Q4 2020Q3 20213
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Skandinaviska Enskilda Banken AB (publ) 330.00%0.00%0.00%Q2 2019Q4 20193
BRANDYWINE OAK PRIVATE WEALTH LLC 210.03%0.04%0.05%Q4 2018Q4 20193
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
Virtus ETF Advisers LLC 330.11%0.14%0.18%Q1 2023Q3 20233
PARSONS CAPITAL MANAGEMENT INC/RI 330.02%0.03%0.03%Q2 2017Q4 20173
Centerpoint Advisors, LLC 210.00%0.01%0.02%Q2 2018Q1 20223
Lake Point Wealth Management 330.00%0.05%0.16%Q4 2018Q2 20193
Qtron Investments LLC 210.04%0.06%0.08%Q2 2022Q2 20233
Dynamic Advisor Solutions LLC 330.05%0.08%0.12%Q2 2021Q4 20213
Y-Intercept (Hong Kong) Ltd 110.06%0.08%0.09%Q1 2021Q1 20233
Vontobel Holding Ltd. 210.00%0.00%0.00%Q2 2022Q1 20233
Covalis Capital LLP 113.22%10.54%21.95%Q1 2019Q3 20203
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q3 2021Q2 20223
Blueshift Asset Management, LLC 330.02%0.02%0.03%Q1 2021Q3 20213
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.00%Q1 2018Q3 20183
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
WEDBUSH SECURITIES INC 330.01%0.01%0.01%Q1 2023Q3 20233
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 330.12%0.12%0.14%Q4 2022Q2 20233
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Clarius Group, LLC 330.02%0.02%0.02%Q4 2021Q2 20223
Holloway Wealth Management, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
CAPITAL ONE, NATIONAL ASSOCIATION 330.03%0.03%0.03%Q2 2017Q4 20173
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q1 2023Q3 20233
Westside Investment Management, Inc. 330.00%0.00%0.01%Q2 2017Q4 20173
Altium Wealth Management LLC 330.03%0.04%0.04%Q1 2020Q3 20203
RHUMBLINE ADVISERS 210.00%0.00%0.00%Q4 2020Q3 20233
Winfield Associates, Inc. 330.00%0.01%0.01%Q2 2017Q4 20173
OXFORD ASSET MANAGEMENT LLP 110.01%0.02%0.04%Q4 2017Q1 20193
O'Dell Group, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
StoneX Group Inc. 210.05%0.19%0.42%Q2 2017Q2 20213
Beverly Hills Private Wealth, LLC 330.17%0.19%0.21%Q1 2023Q3 20233
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Gallagher Fiduciary Advisors, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
HARVEY CAPITAL MANAGEMENT INC 330.11%0.13%0.14%Q2 2017Q4 20173
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
FineMark National Bank & Trust 330.02%0.02%0.02%Q3 2019Q1 20203
WESBANCO BANK INC 330.01%0.01%0.02%Q4 2019Q2 20203
F3Logic, LLC 330.13%0.14%0.15%Q2 2022Q4 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
VisionPoint Advisory Group, LLC 210.08%0.11%0.18%Q4 2018Q4 20193
Glass Jacobson Investment Advisors llc 210.01%0.01%0.01%Q4 2022Q3 20233
Prentice Wealth Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20213
Eagle Bay Advisors LLC 330.00%0.02%0.03%Q2 2021Q4 20213
Bellwether Advisors, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
MGO ONE SEVEN LLC 210.00%0.00%0.01%Q4 2017Q4 20183
Fortis Group Advisors, LLC 110.00%0.11%0.33%Q3 2020Q3 20233
Cordasco Financial Network 330.04%0.04%0.04%Q4 2021Q2 20223
Semmax Financial Advisors Inc. 330.00%0.11%0.18%Q4 2018Q2 20193
Belpointe Asset Management LLC 210.00%0.01%0.02%Q4 2019Q1 20233
Dorsey Wright & Associates 210.56%0.83%1.08%Q1 2020Q2 20223
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
McAdam, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
WESPAC Advisors SoCal, LLC 330.09%0.10%0.11%Q2 2017Q4 20173
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LGT Financial Advisors LLC 330.00%0.52%0.90%Q1 2023Q3 20233
Avion Wealth 330.00%0.00%0.00%Q1 2023Q3 20233
BlueCrest Capital Management Ltd 110.01%0.01%0.02%Q2 2017Q3 20183
D.A. DAVIDSON & CO. 330.01%0.01%0.01%Q2 2017Q4 20173
Canton Hathaway, LLC 210.01%0.01%0.01%Q1 2021Q4 20213
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Lenox Wealth Management, Inc. 210.00%0.00%0.00%Q2 2018Q4 20193
SAGE RHINO CAPITAL LLC 210.06%0.06%0.07%Q4 2021Q1 20233
Capital Directions Investment Advisors, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Financial Advocates Investment Management 330.02%0.02%0.02%Q1 2023Q3 20233
DAVIS R M INC 210.01%0.01%0.02%Q2 2022Q1 20233
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 330.12%0.14%0.14%Q2 2017Q4 20173
MITCHELL SINKLER & STARR/PA 330.27%0.34%0.42%Q3 2017Q1 20183
CPWM, LLC 330.21%0.23%0.25%Q1 2018Q3 20183
TRILLIUM ASSET MANAGEMENT, LLC 330.13%0.16%0.18%Q2 2017Q4 20173
Members Advisory Group LLC 330.17%0.17%0.18%Q4 2021Q2 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
CANADA PENSION PLAN INVESTMENT BOARD 330.03%0.04%0.04%Q2 2019Q4 20193
Franklin, Parlapiano, Turner & Welch, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Personal Wealth Partners 330.00%0.00%0.00%Q2 2019Q4 20193
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
OLD NATIONAL BANCORP /IN/ 330.02%0.02%0.02%Q2 2017Q4 20173
CYPRESS ASSET MANAGEMENT INC/TX 330.07%0.12%0.16%Q2 2017Q4 20173
WEBSTER BANK, N. A. 330.00%0.00%0.00%Q1 2023Q3 20233
Zions Bancorporation 330.01%0.13%0.22%Q2 2017Q4 20173
Barden Capital Management, Inc. 330.71%0.80%0.88%Q1 2023Q3 20233
Marcum Wealth, LLC 210.02%0.03%0.03%Q4 2021Q2 20233
Krilogy Financial LLC 330.04%0.04%0.04%Q3 2017Q1 20183
Financial Gravity Companies, Inc. 210.00%0.01%0.01%Q4 2017Q4 20183
Signature Wealth Management Group 330.00%0.00%0.00%Q4 2017Q2 20183
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
LEVEL FOUR ADVISORY SERVICES, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Lido Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Engineers Gate Manager LP 220.02%0.02%0.03%Q2 2022Q3 20222
HighVista Strategies LLC 110.39%0.42%0.45%Q2 2017Q4 20172
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2021Q3 20222
LEO BROKERAGE, LLC 220.17%0.18%0.20%Q1 2023Q2 20232
Commonwealth Equity Services, Inc 220.02%0.03%0.03%Q2 2017Q3 20172
IBEX WEALTH ADVISORS 220.08%0.08%0.08%Q2 2017Q3 20172
Golden State Equity Partners 220.06%0.06%0.06%Q2 2023Q3 20232
HWG Holdings LP 220.00%0.01%0.01%Q2 2017Q3 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q1 2018Q2 20222
M Holdings Securities, Inc. 220.11%0.13%0.14%Q4 2017Q1 20182
FNY Investment Advisers, LLC 110.64%0.66%0.67%Q4 2018Q2 20202
Aaron Wealth Advisors LLC 110.01%0.02%0.03%Q1 2022Q3 20232
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.02%0.05%0.07%Q2 2018Q2 20212
Heritage Wealth Advisors 220.01%0.01%0.01%Q1 2019Q2 20192
Crestwood Advisors Group, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q2 2017Q3 20172
WealthStone, Inc. 110.00%0.08%0.17%Q2 2019Q2 20202
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2018Q3 20192
Weiss Multi-Strategy Advisers LLC 110.16%0.23%0.31%Q2 2017Q3 20202
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2021Q4 20212
HRT FINANCIAL LP 110.01%0.02%0.02%Q4 2020Q4 20212
Morton Brown Family Wealth, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Banque Cantonale Vaudoise 220.01%0.02%0.02%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
SIT INVESTMENT ASSOCIATES INC 220.00%0.00%0.00%Q2 2017Q3 20172
WELD CAPITAL MANAGEMENT LLC 220.10%0.20%0.31%Q4 2018Q1 20192
Texas Yale Capital Corp. 110.01%0.02%0.02%Q3 2017Q1 20222
EAGLE GLOBAL ADVISORS LLC 220.06%0.06%0.07%Q2 2017Q3 20172
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
People's United Financial, Inc. 110.00%0.01%0.02%Q2 2017Q2 20182
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q2 2017Q1 20182
Whitnell & Co. 220.00%0.00%0.00%Q1 2018Q2 20182
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INSIGNEO ADVISORY SERVICES, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Covington Capital Management 220.00%0.00%0.00%Q4 2018Q1 20192
ShoreHaven Wealth Partners, LLC 220.03%0.05%0.06%Q4 2020Q1 20212
Lourd Capital, LLC 110.01%0.02%0.02%Q4 2017Q3 20182
FIRST HORIZON CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Sheaff Brock Investment Advisors, LLC 220.03%0.03%0.03%Q2 2017Q3 20172
BBVA USA Bancshares, Inc. 220.01%0.02%0.02%Q3 2017Q4 20172
Rikoon Group, LLC 220.10%0.11%0.12%Q2 2017Q3 20172
Hoese & Co LLP 220.02%0.02%0.02%Q2 2021Q3 20212
Barnett & Company, Inc. 220.00%0.00%0.00%Q2 2020Q3 20202
Mutual Advisors, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
CLOUGH CAPITAL PARTNERS L P 220.18%0.18%0.18%Q2 2017Q3 20172
Laurel Grove Capital, LLC 220.22%0.29%0.36%Q3 2017Q4 20172
JNBA Financial Advisors 110.00%0.00%0.00%Q4 2018Q2 20232
Legacy Advisors, LLC 220.00%0.00%0.01%Q3 2017Q4 20172
GQG Partners LLC 220.00%0.00%0.00%Q4 2021Q1 20222
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2017Q1 20222
Cape Investment Advisory, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Wealthstreet Investment Advisors, LLC 220.03%0.04%0.04%Q4 2020Q1 20212
Summit Trail Advisors, LLC 220.08%0.08%0.08%Q4 2017Q1 20182
Strategic Blueprint, LLC 110.01%0.02%0.03%Q3 2019Q2 20212
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2020Q2 20222
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
KLINGENSTEIN FIELDS & CO LP 220.01%0.01%0.01%Q2 2017Q3 20172
ACADIAN ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
BANCORPSOUTH INC 220.02%0.02%0.02%Q2 2017Q3 20172
SFMG, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
SILVERCREST ASSET MANAGEMENT GROUP LLC 220.02%0.02%0.03%Q2 2017Q3 20172
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
JB Capital LLC 220.11%0.11%0.12%Q3 2021Q4 20212
Ballew Advisors, Inc 220.02%0.02%0.02%Q1 2018Q2 20182
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
TEACHERS ADVISORS, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Accurate Wealth Management, LLC 110.02%0.06%0.09%Q1 2022Q4 20222
Ergoteles LLC 110.03%0.04%0.04%Q2 2022Q1 20232
CNB Bank 110.00%0.00%0.01%Q2 2019Q4 20202
Advisors Preferred, LLC 220.04%0.05%0.07%Q3 2017Q4 20172
EXCHANGE TRADED CONCEPTS, LLC 220.00%0.00%0.00%Q3 2023Q4 20232
BB&T INVESTMENT SERVICES, INC. 110.14%0.15%0.15%Q2 2017Q4 20172
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2017Q3 20182
WRIGHT INVESTORS SERVICE INC 220.14%0.15%0.16%Q2 2017Q3 20172
Lee Financial Co 220.00%0.00%0.00%Q1 2018Q2 20182
FRANKLIN STREET ADVISORS INC /NC 220.02%0.02%0.02%Q2 2023Q3 20232
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Capital Asset Advisory Services LLC 110.00%0.02%0.03%Q4 2020Q2 20222
WealthPLAN Partners, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Bayesian Capital Management, LP 110.05%0.07%0.10%Q2 2018Q3 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
AIGEN INVESTMENT MANAGEMENT, LP 110.05%0.06%0.06%Q4 2021Q3 20222
Itau Unibanco Holding S.A. 220.00%0.00%0.00%Q2 2019Q3 20192
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
JUMP TRADING, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.01%Q1 2020Q2 20202
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 220.34%0.34%0.34%Q2 2019Q3 20192
Camarda Financial Advisors, LLC 220.01%0.01%0.01%Q2 2017Q3 20172
FRONTIER INVESTMENT MGMT CO 220.02%0.03%0.03%Q1 2020Q2 20202
Solitude Financial Services 220.35%0.38%0.41%Q4 2020Q1 20212
Resurgent Financial Advisors LLC 220.01%0.05%0.09%Q4 2022Q1 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Penserra Capital Management LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Alpha DNA Investment Management LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Allred Capital Management, LLC 110.02%0.03%0.04%Q4 2019Q1 20212
ACCURATE INVESTMENT SOLUTIONS, INC. 220.08%0.09%0.10%Q4 2019Q1 20202
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2020Q3 20232
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Arcus Capital Partners, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
RAY GERALD L & ASSOCIATES LTD 110.03%0.03%0.03%Q2 2017Q2 20171
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Eaton Financial Holdings Company, LLC 111.51%1.51%1.51%Q3 2023Q3 20231
Hayden Royal, LLC 110.17%0.17%0.17%Q4 2018Q4 20181
Phillips Wealth Planners LLC 110.27%0.27%0.27%Q2 2023Q2 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.14%0.14%0.14%Q4 2017Q4 20171
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Old North State Trust, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NorthRock Partners, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Curi Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Delphi Private Advisors LLC 110.23%0.23%0.23%Q4 2017Q4 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ORRSTOWN FINANCIAL SERVICES INC 110.04%0.04%0.04%Q1 2019Q1 20191
Jump Trading, LLC 110.09%0.09%0.09%Q1 2019Q1 20191
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
OLD MISSION CAPITAL, LLC 110.83%0.83%0.83%Q4 2020Q4 20201
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NewSquare Capital LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sante Capital Fund, LP 110.78%0.78%0.78%Q1 2022Q1 20221
BUCKHEAD CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q2 2017Q2 20171
CANTOR FITZGERALD, L. P. 110.03%0.03%0.03%Q4 2022Q4 20221
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Lipe & Dalton 110.08%0.08%0.08%Q2 2017Q2 20171
SYON CAPITAL LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Live Your Vision, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
NewEdge Wealth, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TRUEWEALTH LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Headlands Technologies LLC 110.03%0.03%0.03%Q3 2023Q3 20231
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
qPULA Trading Management LP 110.39%0.39%0.39%Q3 2021Q3 20211
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FSC Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Clean Yield Group 110.00%0.00%0.00%Q3 2021Q3 20211
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Burt Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
AXQ CAPITAL, LP 110.10%0.10%0.10%Q3 2023Q3 20231
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2017Q4 20171
Enlightenment Research, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Aristotle Capital Management, LLC 110.06%0.06%0.06%Q2 2017Q2 20171
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
WFG Advisors, LP 110.04%0.04%0.04%Q2 2017Q2 20171
USA FINANCIAL FORMULAS 110.08%0.08%0.08%Q4 2018Q4 20181
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
SouthState Corp 110.00%0.00%0.00%Q3 2020Q3 20201
Vident Investment Advisory, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
GRIFFIN ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2019Q2 20191
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
ALTFEST L J & CO INC 110.03%0.03%0.03%Q2 2023Q2 20231
Ruggie Capital Group 110.01%0.01%0.01%Q2 2019Q2 20191
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2018Q4 20181
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Boston Common Asset Management, LLC 110.61%0.61%0.61%Q1 2017Q1 20171
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
EP Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
CLEAR STREET MARKETS LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
Riverview Trust Co 110.02%0.02%0.02%Q1 2019Q1 20191
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2017Q3 20171
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
Bremer Bank National Association 110.05%0.05%0.05%Q1 2019Q1 20191
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q3 2020Q3 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Colonial River Wealth Management, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Quantitative Systematic Strategies LLC 110.10%0.10%0.10%Q4 2017Q4 20171
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
TSFG, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
IBERIABANK CORP 110.03%0.03%0.03%Q3 2018Q3 20181
Yorktown Management & Research Co Inc 110.07%0.07%0.07%Q3 2017Q3 20171
Virtue Capital Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Suncoast Equity Management 110.06%0.06%0.06%Q2 2017Q2 20171
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Arlington Partners LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q3 2018Q3 20181
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Strengthening Families & Communities, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cordatus Wealth Management LLC 110.35%0.35%0.35%Q1 2022Q1 20221
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Slagle Financial, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
Game Creek Capital, LP 110.45%0.45%0.45%Q4 2017Q4 20171
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Quantitative Investment Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Pallas Capital Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.07%0.07%0.07%Q4 2017Q4 20171
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
ExodusPoint Capital Management, LP 110.05%0.05%0.05%Q3 2019Q3 20191
Harfst & Associates, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
GeoWealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Portfolio Consultants, Inc. 110.20%0.20%0.20%Q2 2017Q2 20171
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Apollon Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Rossmore Private Capital 110.00%0.00%0.00%Q4 2017Q4 20171
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
FIRST NATIONAL CORP /MA/ /ADV 110.00%0.00%0.00%Q1 2019Q1 20191
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Icon Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Kore Private Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RITHOLTZ WEALTH MANAGEMENT 110.01%0.01%0.01%Q1 2022Q1 20221
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Bridgeworth, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
MV CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2017Q3 20171
Global Trust Asset Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Acrospire Investment Management LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Silicon Valley Capital Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Virtu KCG Holdings LLC 110.03%0.03%0.03%Q2 2017Q2 20171
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q3 2019Q3 20191
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
COLONY GROUP LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Signet Investment Advisory Group, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
CAPSTONE ASSET MANAGEMENT CO 110.29%0.29%0.29%Q2 2017Q2 20171
Prime Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Integre Asset Management, LLC 110.07%0.07%0.07%Q4 2017Q4 20171
American Financial Network Advisory Services LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Independence Bank of Kentucky 110.01%0.01%0.01%Q3 2020Q3 20201
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.03%0.03%0.03%Q3 2017Q3 20171
Grantham, Mayo, Van Otterloo & Co. LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
Venturi Wealth Management, LLC 110.51%0.51%0.51%Q2 2017Q2 20171
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2023Q1 20231
Forester Capital Management, LTD 110.17%0.17%0.17%Q2 2017Q2 20171
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
KICKSTAND VENTURES, LLC. 110.08%0.08%0.08%Q3 2023Q3 20231
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Convergence Investment Partners, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
First Personal Financial Services 110.00%0.00%0.00%Q1 2018Q1 20181
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
ALPINE WOODS CAPITAL INVESTORS, LLC 110.14%0.14%0.14%Q2 2017Q2 20171
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This page lists all the filers that currently own NATIONAL GRID PLC or have owned NATIONAL GRID PLC in the past.