NOVARTIS A G shareholder history

Current and past NOVARTIS A G shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.09%Q1 2012Q3 2023114
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.03%Q2 2013Q3 2023108
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 2023106
Walleye Trading LLC 42420.00%0.02%0.12%Q2 2013Q3 202397
CITIGROUP INC 42420.00%0.01%0.03%Q2 2013Q3 202396
Citadel Advisors 41410.00%0.01%0.03%Q3 2013Q3 202396
JANE STREET GROUP, LLC 3510.00%0.02%0.33%Q1 2014Q3 202381
UBS Group AG 36360.00%0.09%0.34%Q4 2014Q3 202380
Twin Tree Management, LP 1640.00%0.05%0.21%Q1 2013Q3 202377
D. E. Shaw & Co., Inc. 1610.00%0.02%0.13%Q2 2013Q3 202368
HUNTINGTON NATIONAL BANK 59590.02%0.10%0.23%Q1 2009Q3 202359
MILLENNIUM MANAGEMENT LLC 1610.00%0.04%0.19%Q2 2013Q3 202356
WOLVERINE TRADING, LLC 810.00%0.01%0.03%Q2 2016Q3 202356
WELLS FARGO & COMPANY/MN 42420.00%0.14%0.29%Q2 2013Q3 202355
PEAK6 Group LLC 21210.00%0.02%0.12%Q2 2013Q2 201855
CAPITAL FUND MANAGEMENT S.A. 910.00%0.04%0.26%Q2 2013Q4 202249
MUFG Americas Holdings Corp 48480.02%0.14%0.33%Q4 2010Q3 202248
M&T BANK CORP 42420.00%0.10%0.19%Q2 2013Q3 202348
TRUIST FINANCIAL CORP 42420.00%0.38%0.99%Q2 2013Q3 202347
Cubist Systematic Strategies, LLC 3070.00%0.04%0.20%Q2 2014Q3 202347
First Horizon Advisors, Inc. 47470.04%0.27%0.51%Q1 2012Q3 202347
RAYMOND JAMES & ASSOCIATES 42420.00%0.15%0.31%Q2 2013Q3 202345
Rehmann Capital Advisory Group 2010.02%0.07%0.39%Q4 2008Q3 202345
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.02%Q2 2013Q3 202345
Parallax Volatility Advisers, L.P. 1010.00%0.01%0.07%Q2 2013Q3 202344
SOMERVILLE KURT F 44442.12%3.06%3.93%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.02%0.04%0.10%Q4 2012Q3 202344
GLENMEDE TRUST CO NA 4210.02%0.08%0.38%Q4 2006Q3 202344
Franklin, Parlapiano, Turner & Welch, LLC 44441.58%2.00%2.43%Q4 2012Q3 202344
BEACH INVESTMENT COUNSEL INC/PA 44440.20%0.47%0.90%Q1 2013Q4 202344
PUZO MICHAEL J 44442.21%3.12%3.77%Q4 2012Q3 202344
ROYAL BANK OF CANADA 42420.00%0.04%0.07%Q2 2013Q3 202344
Broderick Brian C 44440.72%2.46%3.45%Q4 2012Q3 202344
ALBERT D MASON INC 43430.50%1.00%1.93%Q2 2013Q4 202343
Hemenway Trust Co LLC 43431.65%2.57%3.18%Q1 2013Q3 202343
EXENCIAL WEALTH ADVISORS, LLC 43430.63%3.13%6.96%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.04%0.41%1.31%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.01%0.05%0.10%Q1 2013Q3 202343
TORONTO DOMINION BANK 43430.00%0.00%0.04%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.02%0.05%Q4 2012Q2 202343
BROWN BROTHERS HARRIMAN & CO 43430.05%2.84%4.79%Q1 2013Q3 202343
Pekin Hardy Strauss, Inc. 43430.47%1.93%4.39%Q1 2013Q3 202343
COMMERCE BANK 43430.01%0.03%0.06%Q1 2013Q3 202343
DEUTSCHE BANK AG\ 41410.00%0.01%0.03%Q3 2013Q3 202343
Kidder Stephen W 4210.90%2.49%3.71%Q4 2012Q3 202343
SHUFRO ROSE & CO LLC 4210.03%0.10%0.18%Q3 2012Q3 202343
PARK NATIONAL CORP /OH/ 43430.07%0.84%1.62%Q2 2013Q4 202343
Financial Architects, Inc 3640.00%0.44%1.23%Q2 2013Q2 202343
TRUST CO OF TOLEDO NA /OH/ 43430.32%0.53%0.74%Q2 2013Q4 202343
Ipswich Investment Management Co., Inc. 42420.51%1.20%2.75%Q2 2013Q3 202342
SCHARF INVESTMENTS, LLC 42421.69%3.54%5.48%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.09%0.20%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42420.12%0.33%0.54%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.05%0.18%0.44%Q2 2013Q3 202342
JFS WEALTH ADVISORS, LLC 42420.01%0.30%1.63%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.04%0.08%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.04%0.11%0.20%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
WILKINS INVESTMENT COUNSEL INC 42422.40%2.94%3.66%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.09%0.29%0.54%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.16%0.30%0.48%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.03%0.19%0.63%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.24%1.21%2.18%Q2 2013Q4 202342
Telos Capital Management, Inc. 42420.25%0.94%1.66%Q2 2013Q3 202342
Atria Investments, Inc 42420.05%0.12%0.38%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.04%0.12%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.06%1.05%2.22%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42420.38%0.49%0.60%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.04%0.13%0.43%Q2 2013Q3 202342
Mraz, Amerine & Associates, Inc. 42420.13%0.22%0.33%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.06%0.19%0.61%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.01%1.61%56.77%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42420.38%0.74%1.24%Q2 2013Q3 202342
West Coast Financial LLC 42420.05%0.34%1.28%Q2 2013Q3 202342
Spot Trading L.L.C 870.00%0.02%0.06%Q2 2013Q1 201742
LEE DANNER & BASS INC 42420.06%0.08%0.11%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.03%0.12%0.25%Q2 2013Q3 202342
ROBERTS GLORE & CO INC /IL/ 42420.38%0.70%1.15%Q2 2013Q3 202342
Timber Creek Capital Management LLC 42421.36%2.30%4.22%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.28%0.70%1.10%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.13%0.20%0.30%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.02%0.10%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.02%0.16%0.30%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.11%0.19%0.28%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42421.17%1.75%2.37%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.05%0.28%Q2 2013Q3 202342
BALDWIN BROTHERS LLC/MA 24180.00%0.57%2.07%Q2 2013Q4 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.03%0.11%0.22%Q2 2013Q3 202342
PRIVATE ASSET MANAGEMENT INC 42420.42%0.89%1.47%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.01%0.04%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.02%0.04%0.07%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.34%0.54%0.70%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.12%0.21%0.33%Q2 2013Q3 202342
BAR HARBOR WEALTH MANAGEMENT 3660.02%0.18%0.40%Q1 2013Q3 202342
Morningstar Investment Services LLC 42420.36%0.58%0.78%Q2 2013Q3 202342
Freestone Capital Holdings, LLC 42420.01%0.20%0.57%Q2 2013Q3 202342
KAHN BROTHERS GROUP INC 42420.24%0.34%0.52%Q2 2013Q3 202342
YHB Investment Advisors, Inc. 42420.03%0.14%0.30%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.09%0.29%0.56%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.01%0.12%0.31%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.30%0.78%1.41%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.02%0.13%0.56%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.05%0.09%Q2 2013Q3 202342
Invesco Ltd. 42420.01%0.06%0.14%Q2 2013Q3 202342
GW HENSSLER & ASSOCIATES LTD 42420.41%0.97%2.67%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.05%0.18%0.44%Q2 2013Q3 202342
FMR LLC 42420.01%0.03%0.10%Q2 2013Q3 202342
MARCO INVESTMENT MANAGEMENT LLC 42420.14%0.36%0.77%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.03%0.25%0.65%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.05%0.11%0.20%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.13%0.82%2.14%Q2 2013Q3 202342
JNBA Financial Advisors 42420.04%0.29%0.76%Q2 2013Q3 202342
Boston Common Asset Management, LLC 42420.37%1.19%2.41%Q2 2013Q3 202342
GREENWOOD GEARHART INC 42420.06%1.54%2.18%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.01%0.09%0.26%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.01%0.06%0.17%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.02%0.07%0.17%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.04%0.10%0.21%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.03%0.14%0.38%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.05%0.22%0.52%Q2 2013Q3 202342
BOURGEON CAPITAL MANAGEMENT LLC 42420.01%1.97%3.40%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.04%0.17%0.27%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.02%0.05%Q2 2013Q3 202342
FIRST AMERICAN TRUST, FSB 42420.05%0.11%0.22%Q2 2013Q3 202342
US BANCORP \DE\ 42420.03%0.07%0.14%Q2 2013Q3 202342
NORRIS PERNE & FRENCH LLP/MI 42420.03%0.87%2.06%Q2 2013Q3 202342
NBT BANK N A /NY 42420.25%0.47%0.82%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.10%0.39%0.74%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.04%0.52%1.12%Q2 2013Q3 202342
Creative Planning 42420.01%0.03%0.06%Q2 2013Q3 202342
American Assets Investment Management, LLC 42420.87%1.37%1.92%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.06%0.14%Q2 2013Q3 202342
CORDA Investment Management, LLC. 42420.61%1.40%2.08%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.02%0.05%0.08%Q2 2013Q3 202342
LaFleur & Godfrey LLC 42420.06%0.95%2.43%Q2 2013Q3 202342
MCDANIEL TERRY & CO 42420.12%2.64%4.64%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.01%0.13%0.95%Q2 2013Q3 202342
West Oak Capital, LLC 42420.42%0.92%1.44%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.02%0.15%0.39%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.01%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.07%0.16%0.24%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.01%0.03%Q2 2013Q3 202342
STONEBRIDGE CAPITAL MANAGEMENT INC 42420.47%1.02%1.74%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.04%0.29%Q2 2013Q3 202342
OSTERWEIS CAPITAL MANAGEMENT INC 42420.26%1.83%3.48%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.02%0.04%0.16%Q2 2013Q3 202342
FAIRFIELD, BUSH & CO. 42420.28%1.94%2.82%Q2 2013Q3 202342
HEADINVEST, LLC 42420.17%0.32%0.41%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.03%0.08%0.18%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.05%0.09%0.14%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.21%0.78%1.46%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.03%0.09%0.18%Q2 2013Q3 202342
Cullen Capital Management, LLC 42420.30%1.98%3.64%Q2 2013Q3 202342
INDEPENDENT INVESTORS INC 42420.34%0.65%1.02%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.02%0.05%0.08%Q2 2013Q3 202342
SALEM INVESTMENT COUNSELORS INC 42420.02%0.05%0.08%Q2 2013Q3 202342
JARISLOWSKY, FRASER Ltd 42420.03%0.11%0.26%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.03%0.17%0.60%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.05%0.09%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.02%0.14%0.35%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.04%0.08%0.11%Q2 2013Q3 202342
Tweedy, Browne Co LLC 42420.29%0.49%0.69%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.01%0.05%0.09%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.10%0.14%0.20%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.03%0.07%0.19%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 3570.03%0.23%0.88%Q1 2013Q3 202342
ClearBridge Investments 42420.00%0.13%0.35%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.38%0.71%1.35%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.36%0.76%1.02%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.04%0.12%0.27%Q2 2013Q3 202342
PRENTISS SMITH & CO INC 42422.34%4.82%6.56%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.03%0.07%0.15%Q2 2013Q3 202342
PRIMECAP MANAGEMENT CO/CA/ 42421.10%1.68%2.74%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.05%0.67%2.32%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.07%0.23%0.48%Q2 2013Q3 202342
SouthState Corp 42420.11%0.37%0.76%Q2 2013Q3 202342
Violich Capital Management, Inc. 42420.06%0.17%0.36%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.03%0.13%0.29%Q2 2013Q3 202342
Coastline Trust Co 42420.18%0.27%0.39%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.03%0.08%0.22%Q2 2013Q3 202342
Mirae Asset Global Investments Co., Ltd. 42420.01%0.07%0.18%Q2 2013Q3 202342
NICHOLS & PRATT ADVISERS LLP /MA 42420.40%2.70%3.94%Q2 2013Q3 202342
COHEN LAWRENCE B 42420.21%1.12%2.02%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.01%0.03%0.07%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.03%0.14%0.27%Q2 2013Q3 202342
GRIMES & COMPANY, INC. 42420.06%0.83%2.07%Q2 2013Q3 202342
Argyle Capital Management Inc. 42420.14%0.29%0.43%Q2 2013Q3 202342
Mondrian Investment Partners LTD 42420.49%1.06%1.58%Q2 2013Q3 202342
Saturna Capital CORP 42420.52%1.49%3.12%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.46%0.67%0.85%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.07%0.20%0.41%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.02%Q2 2013Q3 202342
Aristotle Capital Management, LLC 42420.06%1.24%2.45%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.02%0.04%0.05%Q2 2013Q3 202342
Edgemoor Investment Advisors, Inc. 42421.35%2.35%3.39%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.17%0.42%0.70%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%0.02%0.04%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.03%0.06%0.16%Q2 2013Q3 202342
CAUSEWAY CAPITAL MANAGEMENT LLC 42420.27%0.57%1.28%Q2 2013Q3 202342
Hills Bank & Trust Co 42420.02%0.33%0.92%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42420.02%1.11%2.54%Q2 2013Q3 202342
GRANDFIELD & DODD, LLC 42420.14%0.77%1.26%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.05%0.76%1.21%Q2 2013Q3 202342
TCW GROUP INC 42420.01%0.06%0.18%Q2 2013Q3 202342
MOTCO 42420.00%0.55%1.03%Q2 2013Q3 202342
Catalyst Capital Advisors LLC 42420.07%0.16%0.46%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.62%0.93%1.20%Q2 2013Q3 202342
Haverford Trust Co 42420.03%0.20%2.41%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.03%0.15%0.26%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.01%0.04%0.06%Q2 2013Q4 202342
JONES FINANCIAL COMPANIES LLLP 42420.01%0.03%0.06%Q2 2013Q3 202342
GARLAND CAPITAL MANAGEMENT INC 42422.31%3.21%4.06%Q2 2013Q3 202342
OARSMAN CAPITAL, INC. 42420.26%0.68%1.20%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.10%0.20%0.36%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.21%1.26%2.73%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.26%0.50%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.03%0.05%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.22%0.38%0.58%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.05%0.10%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.64%1.21%1.92%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.05%0.15%0.35%Q2 2013Q3 202342
GUYASUTA INVESTMENT ADVISORS INC 42420.05%0.51%1.55%Q2 2013Q3 202342
Narwhal Capital Management 42420.34%0.91%1.55%Q2 2013Q3 202342
Sandy Spring Bank 42420.08%0.48%1.11%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.02%0.07%0.14%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Reynders McVeigh Capital Management, LLC 42420.64%2.49%3.98%Q2 2013Q3 202342
DILLON & ASSOCIATES INC 42420.12%0.44%1.03%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.22%0.51%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.03%0.50%1.23%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.02%0.06%0.11%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.12%0.22%0.39%Q2 2013Q3 202342
JACOBS & CO/CA 42420.03%0.09%0.22%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.01%0.03%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.04%0.50%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.02%0.10%0.27%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.03%0.64%1.17%Q2 2013Q3 202342
Welch Group, LLC 42420.06%2.21%3.24%Q2 2013Q3 202342
JOHN G ULLMAN & ASSOCIATES INC 42420.81%2.04%3.34%Q2 2013Q3 202342
Cardinal Capital Management 42420.70%0.96%1.24%Q2 2013Q3 202342
Palisade Asset Management, LLC 42420.15%0.24%0.34%Q2 2013Q3 202342
Hayek Kallen Investment Management 42421.34%2.67%4.10%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.02%0.05%Q2 2013Q3 202342
DODGE & COX 42421.10%2.71%4.58%Q2 2013Q3 202342
First City Capital Management, Inc. 42420.27%0.39%0.55%Q2 2013Q3 202342
ESSEX INVESTMENT MANAGEMENT CO LLC 42420.04%0.10%0.27%Q2 2013Q3 202342
First Fiduciary Investment Counsel, Inc. 42422.64%3.30%4.10%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.12%0.22%0.29%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.10%0.64%1.42%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.45%0.92%1.64%Q2 2013Q3 202342
BRISTOL JOHN W & CO INC /NY/ 42421.10%1.77%2.31%Q2 2013Q3 202342
Cubic Asset Management, LLC 42420.68%1.08%1.72%Q2 2013Q3 202342
Capital Research Global Investors 42420.02%0.05%0.08%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 42420.00%0.02%0.05%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.41%0.66%0.97%Q2 2013Q3 202342
LOOMIS SAYLES & CO L P 42420.22%1.34%2.51%Q2 2013Q3 202342
SCHULHOFF & CO INC 42420.22%0.34%0.48%Q2 2013Q3 202342
BRADLEY FOSTER & SARGENT INC/CT 28130.08%0.94%2.28%Q2 2013Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.02%0.08%0.14%Q3 2013Q4 202341
Renaissance Technologies 41410.00%0.32%0.68%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41410.01%0.03%0.04%Q4 2013Q4 202341
Aull & Monroe Investment Management Corp 24170.17%0.25%0.35%Q2 2013Q3 202341
FCA CORP /TX 22190.58%0.93%1.43%Q2 2013Q3 202341
Foyston, Gordon, & Payne Inc 41410.09%0.89%2.98%Q3 2013Q3 202341
SPINNAKER TRUST 3920.02%0.05%0.14%Q2 2013Q3 202341
TRUST CO OF OKLAHOMA 28130.36%0.76%2.38%Q2 2013Q3 202341
CYPRESS ASSET MANAGEMENT INC/TX 41410.22%0.37%0.53%Q2 2013Q2 202341
TCI Wealth Advisors, Inc. 4010.00%0.05%0.12%Q4 2012Q1 202341
PRIVATE TRUST CO NA 25160.04%0.08%0.34%Q1 2013Q3 202341
HM PAYSON & CO 22190.01%0.03%0.05%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.00%0.02%0.12%Q2 2013Q2 202341
Janney Montgomery Scott LLC 29120.06%0.13%0.21%Q2 2013Q3 202341
Capital World Investors 26150.00%0.01%0.04%Q2 2013Q3 202341
Texas Yale Capital Corp. 41410.01%0.04%0.09%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.04%0.13%Q3 2013Q3 202341
BOKF, NA 3290.04%0.07%0.14%Q2 2013Q3 202341
Chevy Chase Trust Holdings, LLC 41410.05%0.20%0.38%Q3 2013Q3 202341
COURIER CAPITAL LLC 41410.02%0.06%0.10%Q2 2013Q2 202341
FAYEZ SAROFIM & CO 4010.02%0.36%0.80%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.27%0.47%1.98%Q3 2013Q3 202341
NAPLES GLOBAL ADVISORS, LLC 40400.26%0.42%0.63%Q4 2013Q3 202340
E&G Advisors, LP 40400.14%0.46%1.36%Q4 2013Q3 202340
EARNEST PARTNERS LLC 40400.44%1.26%2.02%Q4 2013Q3 202340
APPLETON PARTNERS INC/MA 3330.02%0.11%0.29%Q2 2013Q4 202340
PATTON ALBERTSON MILLER GROUP, LLC 21190.11%0.32%0.88%Q2 2013Q3 202340
HAMEL ASSOCIATES, INC. 40400.29%1.67%2.34%Q4 2013Q3 202340
1832 Asset Management L.P. 40400.00%0.05%0.36%Q4 2013Q3 202340
WESBANCO BANK INC 15110.01%0.02%0.04%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.02%0.06%0.16%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.10%0.14%0.20%Q4 2013Q3 202340
CKW FINANCIAL GROUP 40400.02%0.07%0.96%Q4 2013Q3 202340
MANAGED ASSET PORTFOLIOS, LLC 40404.28%5.75%7.32%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.12%0.22%0.51%Q4 2013Q3 202340
GREENLEAF TRUST 29110.01%0.02%0.06%Q2 2013Q3 202340
Court Place Advisors, LLC 40400.42%0.97%1.78%Q4 2013Q3 202340
Boston Partners 40400.00%0.39%1.07%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.03%0.14%0.38%Q4 2013Q3 202340
GFS Advisors, LLC 3210.04%0.30%0.73%Q2 2013Q3 202340
FINANCIAL COUNSELORS INC 2070.42%0.64%0.83%Q2 2013Q3 202340
Moreno Evelyn V 40401.32%1.95%2.36%Q4 2013Q3 202340
Blume Capital Management, Inc. 40400.01%0.06%0.78%Q4 2013Q3 202340
KING LUTHER CAPITAL MANAGEMENT CORP 3820.00%0.01%0.01%Q2 2013Q3 202340
Smith, Salley & Associates 40400.02%0.38%0.61%Q4 2013Q3 202340
Avalon Investment & Advisory 40400.05%0.11%0.22%Q2 2013Q1 202340
SG Americas Securities, LLC 3520.00%0.02%0.10%Q2 2013Q3 202340
Ledyard National Bank 3730.02%0.22%0.65%Q2 2013Q2 202340
Notis-McConarty Edward 40401.28%1.80%2.35%Q4 2013Q3 202340
Page Arthur B 40401.67%2.98%4.12%Q4 2013Q3 202340
THORNBURG INVESTMENT MANAGEMENT INC 25150.01%0.19%0.63%Q2 2013Q3 202340
CITY HOLDING CO 40400.01%0.03%0.06%Q4 2013Q3 202340
TOCQUEVILLE ASSET MANAGEMENT L.P. 3820.21%0.40%0.60%Q2 2013Q3 202340
Perkins Coie Trust Co 40400.00%0.87%1.80%Q4 2013Q3 202340
COMERICA BANK 3910.04%0.11%0.16%Q2 2013Q2 202340
EAGLE GLOBAL ADVISORS LLC 40400.02%0.19%0.29%Q2 2013Q1 202340
BNP PARIBAS FINANCIAL MARKETS 40400.00%0.00%0.00%Q4 2013Q3 202340
Blue Fin Capital, Inc. 3540.06%0.22%0.42%Q4 2013Q3 202339
SHEETS SMITH WEALTH MANAGEMENT 2120.03%0.06%0.10%Q1 2013Q3 202339
Plante Moran Financial Advisors, LLC 3810.00%0.02%0.07%Q3 2013Q3 202339
Atlantic Union Bankshares Corp 39390.22%0.76%1.09%Q1 2014Q3 202339
INTRUST BANK NA 27120.05%0.16%0.35%Q2 2013Q3 202339
PROFESSIONAL ADVISORY SERVICES INC 3630.03%3.31%4.36%Q2 2013Q2 202339
CIBC Private Wealth Group, LLC 39390.02%0.06%0.24%Q1 2014Q3 202339
LINCOLN NATIONAL CORP 26130.01%0.06%0.21%Q4 2013Q3 202339
COUNTRY TRUST BANK 39390.00%1.06%2.45%Q2 2014Q4 202339
AR ASSET MANAGEMENT INC 39390.18%0.28%0.60%Q1 2014Q3 202339
Moors & Cabot, Inc. 39390.16%0.38%0.64%Q1 2014Q3 202339
Advisory Services Network, LLC 27120.02%0.13%0.49%Q4 2013Q3 202339
Gradient Investments LLC 24150.00%0.02%0.10%Q4 2013Q3 202339
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.22%0.72%1.77%Q1 2014Q3 202339
HALL LAURIE J TRUSTEE 13130.24%0.76%1.20%Q2 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.55%0.92%1.25%Q2 2013Q4 202239
Capital Analysts, LLC 2250.00%0.02%0.04%Q4 2012Q3 202339
TWO SIGMA SECURITIES, LLC 1320.01%0.03%0.10%Q1 2017Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.50%0.83%1.19%Q2 2013Q4 202239
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.00%0.01%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.03%0.08%0.13%Q1 2014Q3 202339
Private Ocean, LLC 20190.00%0.04%0.09%Q4 2013Q3 202339
EagleClaw Capital Managment, LLC 39390.48%0.82%1.24%Q1 2014Q3 202339
Cannell & Co. 39390.01%0.05%0.10%Q1 2014Q3 202339
WELLINGTON MANAGEMENT GROUP LLP 3520.00%0.04%0.10%Q2 2013Q3 202339
Occidental Asset Management, LLC 39390.07%0.25%0.77%Q1 2014Q3 202339
CREDIT SUISSE AG/ 3170.00%0.02%0.08%Q1 2013Q4 202238
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3440.02%0.03%0.07%Q2 2013Q3 202338
BOSTON FINANCIAL MANGEMENT LLC 3170.01%0.07%0.18%Q2 2013Q3 202338
American Research & Management Co. 38381.01%1.67%2.52%Q2 2013Q3 202238
Cutler Group LLC / CA 740.00%0.01%0.04%Q4 2015Q4 202238
Shoker Investment Counsel, Inc. 3130.10%0.33%0.65%Q4 2013Q3 202338
Covington Capital Management 38380.02%0.14%0.43%Q2 2013Q3 202238
FULTON BANK, N.A. 2330.01%0.04%0.15%Q2 2013Q4 202338
ZEVIN ASSET MANAGEMENT LLC 38380.13%1.43%2.54%Q2 2014Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.03%0.24%0.48%Q2 2013Q3 202238
BLUESTEIN R H & CO LLC 38380.03%0.07%0.12%Q2 2013Q3 202238
North Star Investment Management Corp. 21170.00%0.01%0.03%Q1 2014Q3 202338
HOWE & RUSLING INC 38380.01%0.02%0.06%Q2 2013Q3 202238
Fiera Capital Corp 38380.00%0.19%0.48%Q2 2013Q3 202238
Epoch Investment Partners, Inc. 2020.00%0.00%0.01%Q2 2013Q3 202338
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 24140.16%0.57%1.25%Q1 2014Q3 202338
NEVILLE RODIE & SHAW INC 38380.05%0.09%0.11%Q3 2014Q4 202338
SALEM CAPITAL MANAGEMENT INC 38380.40%1.56%4.11%Q2 2013Q3 202238
NewSquare Capital LLC 20180.00%0.00%0.01%Q3 2013Q3 202338
MITCHELL SINKLER & STARR/PA 2140.08%0.37%0.70%Q2 2013Q3 202338
Stratos Wealth Partners, LTD. 38380.02%0.09%0.29%Q2 2014Q3 202338
EATON VANCE MANAGEMENT 38380.03%0.06%0.10%Q2 2013Q3 202238
Ashfield Capital Partners, LLC 38380.03%0.33%1.86%Q2 2013Q3 202238
CENTRAL BANK & TRUST CO 38380.00%0.01%0.03%Q2 2013Q3 202238
MURPHY CAPITAL MANAGEMENT INC 37370.03%0.13%0.22%Q2 2013Q2 202237
WHALEROCK POINT PARTNERS, LLC 2030.07%0.13%0.24%Q4 2013Q3 202337
DAVIS R M INC 1410.01%0.01%0.02%Q3 2013Q3 202337
Ancora Advisors LLC 3020.01%0.02%0.06%Q2 2013Q3 202337
GODSEY & GIBB, INC 3221.73%2.46%6.74%Q2 2013Q3 202337
CONFLUENCE INVESTMENT MANAGEMENT LLC 37370.19%0.28%0.39%Q2 2013Q2 202237
BUCKHEAD CAPITAL MANAGEMENT LLC 37370.95%1.65%2.90%Q2 2013Q2 202237
ADVISOR PARTNERS LLC 37370.06%0.21%0.45%Q2 2013Q2 202237
Somerset Trust Co 37370.52%0.70%0.96%Q4 2013Q4 202237
Parkside Financial Bank & Trust 3340.04%0.12%0.19%Q2 2013Q3 202337
Tower Research Capital LLC (TRC) 1330.00%0.01%0.04%Q2 2013Q3 202337
MAIRS & POWER INC 3320.00%0.00%0.01%Q2 2013Q1 202337
AMG National Trust Bank 36360.09%0.27%1.09%Q4 2014Q3 202336
Freedom Investment Management, Inc. 2970.03%0.09%0.19%Q1 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.11%0.16%0.20%Q2 2013Q1 202236
CADENCE BANK NA 36360.12%0.58%1.27%Q3 2013Q2 202236
Onex Canada Asset Management Inc. 2970.19%0.85%2.27%Q2 2014Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.08%0.15%0.20%Q2 2013Q1 202236
Glassman Wealth Services 36360.01%0.02%0.04%Q4 2014Q3 202336
First Personal Financial Services 36360.08%0.25%0.95%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.26%0.52%1.17%Q4 2014Q3 202336
WESTWOOD HOLDINGS GROUP INC 26100.00%0.18%1.09%Q2 2013Q4 202236
Patten Group, Inc. 36360.24%0.65%1.26%Q4 2014Q3 202336
HOLDERNESS INVESTMENTS CO 36360.11%0.24%0.37%Q4 2014Q3 202336
JUNCTURE WEALTH STRATEGIES, LLC 2680.01%0.32%0.79%Q4 2014Q4 202336
GUARDIAN CAPITAL LP 36360.01%0.25%0.58%Q2 2013Q1 202236
JANUS HENDERSON GROUP PLC 36360.00%0.13%0.26%Q4 2014Q3 202336
Community Bank, N.A. 36360.04%0.32%0.86%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.14%0.20%0.30%Q4 2014Q3 202336
Pinnacle Wealth Management Advisory Group, LLC 36360.06%0.14%0.26%Q4 2014Q3 202336
AIMZ Investment Advisors, LLC 36360.49%0.88%1.35%Q4 2014Q3 202336
SVB WEALTH LLC 36360.01%0.08%0.40%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.32%0.71%1.78%Q4 2014Q3 202336
Ironwood Investment Counsel, LLC 3110.04%0.24%0.52%Q2 2013Q3 202336
BRIGHTON JONES LLC 2610.02%0.04%0.07%Q2 2013Q3 202336
BENEDICT FINANCIAL ADVISORS INC 36360.37%0.66%1.35%Q4 2014Q3 202336
People's United Financial, Inc. 36360.08%0.32%0.79%Q2 2013Q1 202236
Penbrook Management LLC 24120.33%0.47%0.71%Q4 2013Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.00%0.01%0.04%Q2 2013Q1 202236
FIRST NATIONAL BANK OF OMAHA 36360.01%0.62%1.00%Q2 2013Q1 202236
Hanson & Doremus Investment Management 36360.00%0.03%0.13%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.10%0.27%0.50%Q4 2014Q3 202336
Sigma Planning Corp 36360.02%0.05%0.13%Q4 2014Q3 202336
Brookstone Capital Management 20160.01%0.03%0.10%Q2 2014Q3 202336
Hudock, Inc. 36360.03%0.04%0.09%Q4 2013Q3 202236
Mawer Investment Management Ltd. 35350.50%2.74%5.86%Q2 2013Q4 202135
Trust Co 35350.00%0.25%1.62%Q1 2015Q3 202335
ROPES WEALTH ADVISORS LLC 35350.06%0.14%0.44%Q1 2015Q3 202335
Hartford Financial Management Inc. 2930.00%0.01%0.05%Q2 2014Q3 202335
CULLINAN ASSOCIATES INC 35350.02%0.03%0.04%Q1 2015Q3 202335
Johnson Financial Group, Inc. 2320.00%0.02%0.06%Q2 2013Q3 202335
OAK ASSOCIATES LTD /OH/ 2410.08%0.85%1.67%Q2 2013Q3 202335
Carroll Financial Associates, Inc. 35350.02%0.05%0.12%Q2 2013Q4 202135
SCOUT INVESTMENTS, INC. 35350.16%0.53%1.20%Q2 2013Q4 202135
TDAM USA INC. 35350.02%0.18%0.42%Q2 2013Q4 202135
B. Riley Wealth Advisors, Inc. 2410.03%0.07%0.19%Q1 2014Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.02%0.59%1.79%Q2 2013Q4 202135
Brown Advisory Securities, LLC 3140.04%0.12%0.24%Q2 2013Q1 202235
FIRST MERCHANTS CORP 3320.01%0.24%0.80%Q2 2013Q1 202235
GREAT LAKES ADVISORS, LLC 2410.00%0.03%0.05%Q2 2013Q3 202335
Archford Capital Strategies, LLC 1660.00%0.11%0.30%Q1 2014Q3 202335
COLONY GROUP LLC 2690.00%0.02%0.07%Q4 2013Q3 202335
Country Club Trust Company, n.a. 35350.30%0.74%1.15%Q2 2013Q4 202135
Allworth Financial LP 35350.00%0.00%0.01%Q1 2015Q3 202335
Analyst IMS Investment Management Services Ltd. 3140.02%1.26%3.74%Q4 2014Q3 202335
Voya Financial Advisors, Inc. 35350.10%0.16%0.24%Q1 2015Q3 202335
Vigilant Capital Management, LLC 1750.00%0.40%1.36%Q2 2013Q2 202335
Parsec Financial Management, Inc. 2720.01%0.03%0.05%Q2 2013Q1 202334
QUADRANT CAPITAL GROUP LLC 34340.04%0.15%0.35%Q2 2015Q3 202334
UBS ASSET MANAGEMENT AMERICAS INC 2860.00%0.01%0.02%Q2 2013Q4 202134
Cable Hill Partners, LLC 2910.00%0.11%0.40%Q4 2014Q3 202334
PARNASSUS INVESTMENTS, LLC 2860.09%1.37%3.32%Q2 2013Q2 202234
GEODE CAPITAL MANAGEMENT, LLC 34340.00%0.00%0.00%Q3 2013Q4 202134
Baird Financial Group, Inc. 34340.02%0.04%0.08%Q2 2015Q3 202334
Advisors Capital Management, LLC 34340.05%0.60%1.13%Q2 2015Q3 202334
Allianz Asset Management GmbH 34340.00%0.01%0.02%Q1 2014Q2 202234
SCHRODER INVESTMENT MANAGEMENT GROUP 3310.00%0.00%0.00%Q2 2013Q4 202134
Raymond James Financial Services Advisors, Inc. 3310.04%0.06%0.08%Q2 2013Q3 202334
MISSION WEALTH MANAGEMENT, LP 34340.03%0.11%0.32%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.01%0.09%0.17%Q2 2013Q3 202134
Polaris Capital Management, LLC 3040.00%0.00%0.01%Q2 2014Q4 202234
Tradewinds Capital Management, LLC 34340.00%0.02%0.05%Q4 2013Q1 202234
CWM, LLC 2420.00%0.04%0.06%Q3 2013Q3 202334
HIGH POINTE CAPITAL MANAGEMENT LLC 21130.16%0.54%0.86%Q2 2013Q4 202134
BECKER CAPITAL MANAGEMENT INC 2420.01%0.03%0.06%Q1 2014Q3 202334
ASSETMARK, INC 34340.00%0.04%0.14%Q2 2015Q3 202334
PEAK6 Investments LLC 1430.00%0.02%0.07%Q3 2018Q1 202334
Roundview Capital LLC 2860.03%0.35%1.57%Q2 2013Q3 202334
TAURUS ASSET MANAGEMENT, LLC 33330.02%0.25%1.06%Q2 2013Q2 202133
Opus Capital Group, LLC 33330.04%0.10%0.22%Q2 2013Q2 202133
First Light Asset Management, LLC 2940.02%0.14%0.41%Q4 2013Q3 202333
Thomasville National Bank 2710.01%0.91%4.39%Q2 2013Q3 202333
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.04%0.19%0.39%Q2 2013Q2 202133
Cardinal Capital Management, Inc. 21120.09%0.56%1.18%Q1 2014Q2 202333
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.04%0.10%0.16%Q2 2013Q4 202332
Community Bank & Trust, Waco, Texas 32320.08%0.15%0.26%Q4 2015Q3 202332
Dempze Nancy E 32321.51%2.19%3.01%Q4 2015Q3 202332
ST GERMAIN D J CO INC 2930.02%0.04%0.08%Q4 2015Q4 202332
Barrett Asset Management, LLC 32320.00%0.01%0.01%Q1 2014Q4 202132
WOODSTOCK CORP 32320.04%0.11%0.18%Q1 2016Q4 202332
Bristlecone Advisors, LLC 32320.03%0.49%0.92%Q4 2015Q3 202332
BLB&B Advisors, LLC 32320.02%0.07%0.12%Q2 2013Q1 202132
First PREMIER Bank 32320.03%0.08%0.14%Q4 2015Q3 202332
FRG Family Wealth Advisors LLC 32320.10%0.21%0.40%Q4 2015Q3 202332
ADVISORS MANAGEMENT GROUP INC /ADV 32320.50%0.85%1.54%Q4 2015Q3 202332
Tekla Capital Management LLC 32320.29%0.68%1.24%Q3 2015Q2 202332
Brookmont Capital Management 32321.39%2.87%4.04%Q2 2013Q1 202132
Anchor Investment Management, LLC 32320.09%0.20%0.39%Q1 2016Q4 202332
NIXON PEABODY TRUST CO 32321.15%1.74%2.24%Q4 2015Q3 202332
SCHAFER CULLEN CAPITAL MANAGEMENT INC 32321.11%2.21%3.40%Q2 2013Q1 202132
BBVA USA Bancshares, Inc. 32320.02%0.23%0.42%Q2 2013Q1 202132
Rathbones Group PLC 1720.01%0.08%0.25%Q2 2013Q3 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.47%0.76%1.14%Q4 2015Q3 202332
MOODY NATIONAL BANK TRUST DIVISION 21110.02%0.05%0.10%Q2 2013Q3 202332
FIRST FOUNDATION ADVISORS 1520.01%0.85%3.39%Q2 2013Q3 202332
BANK OF HAWAII 2480.02%0.08%0.21%Q2 2013Q2 202232
NISA INVESTMENT ADVISORS, LLC 31310.00%0.00%0.00%Q1 2016Q3 202331
Frontier Wealth Management LLC 31310.01%0.23%0.41%Q4 2014Q2 202231
NEXT Financial Group, Inc 31310.00%0.10%0.20%Q2 2014Q4 202131
FineMark National Bank & Trust 21100.06%0.35%0.72%Q2 2013Q3 202331
EP Wealth Advisors, LLC 1540.01%0.96%2.99%Q2 2013Q3 202331
Balentine LLC 1450.00%0.02%0.08%Q1 2015Q3 202331
EAGLE ASSET MANAGEMENT INC 2560.00%0.07%0.57%Q2 2015Q3 202331
Fayerweather Charles 31313.05%3.75%4.74%Q4 2012Q2 202031
Verity & Verity, LLC 31310.06%1.95%2.99%Q2 2013Q4 202031
Choate Investment Advisors 820.01%0.02%0.06%Q4 2014Q3 202331
Geneos Wealth Management Inc. 31310.06%0.10%0.13%Q1 2016Q3 202331
HALL CAPITAL MANAGEMENT CO INC 1740.27%0.82%1.67%Q4 2014Q3 202331
Douglas Lane & Associates, LLC 31310.31%0.68%1.13%Q1 2016Q3 202331
Aperio Group, LLC 31310.31%0.52%0.85%Q2 2013Q4 202031
Caprock Group, LLC 31310.04%0.12%0.44%Q1 2016Q3 202331
FIDUCIARY TRUST CO 31310.09%0.23%0.48%Q1 2016Q3 202331
Stonebridge Capital Advisors LLC 1550.00%0.23%0.66%Q1 2014Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.06%Q4 2015Q3 202331
MCKINLEY CAPITAL MANAGEMENT LLC 20110.01%0.12%0.25%Q2 2014Q3 202331
AllSquare Wealth Management LLC 2290.01%0.07%0.12%Q4 2014Q3 202331
SMITHBRIDGE ASSET MANAGEMENT INC/DE 2650.58%1.27%1.92%Q1 2013Q3 202331
PAYDEN & RYGEL 31310.00%0.01%0.05%Q2 2013Q4 202031
Canal Capital Management, LLC 31310.10%0.90%1.64%Q1 2016Q3 202331
Simmons Bank 31310.07%0.11%0.14%Q1 2016Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.01%0.04%0.11%Q2 2016Q4 202331
Argent Trust Co 31310.14%0.25%0.32%Q1 2016Q3 202331
TELEMUS CAPITAL, LLC 31310.05%0.14%0.20%Q1 2016Q3 202331
Sanders Capital, LLC 2470.00%0.06%0.27%Q4 2010Q3 202331
AlphaMark Advisors, LLC 20110.01%0.02%0.05%Q2 2013Q3 202331
HOWLAND CAPITAL MANAGEMENT LLC 30300.02%0.48%1.57%Q2 2013Q3 202030
Pointe Capital Management LLC 2510.16%0.25%0.34%Q1 2015Q3 202330
ASPIRIANT, LLC 2370.01%0.04%0.13%Q1 2016Q3 202330
Jacobi Capital Management LLC 30300.04%0.07%0.13%Q2 2016Q3 202330
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 30301.54%2.88%4.11%Q2 2016Q3 202330
Stearns Financial Services Group 30300.07%0.19%0.34%Q2 2013Q3 202030
NewEdge Advisors, LLC 30300.04%0.22%0.78%Q2 2016Q3 202330
Avior Wealth Management, LLC 2730.00%0.10%0.18%Q4 2015Q3 202330
ATWOOD & PALMER INC 20100.00%0.01%0.05%Q2 2014Q1 202230
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.02%0.03%0.07%Q3 2013Q4 202030
ACADIAN ASSET MANAGEMENT LLC 1210.00%0.00%0.01%Q3 2013Q3 202330
Kemnay Advisory Services Inc. 30300.01%0.02%0.04%Q2 2014Q3 202130
Rosenbaum Jay D. 30300.02%1.02%1.46%Q2 2016Q3 202330
Ativo Capital Management LLC 19110.50%0.83%1.44%Q2 2013Q3 202330
INGALLS & SNYDER LLC 30300.16%0.37%0.53%Q2 2016Q3 202330
USCA RIA LLC 29290.00%0.31%0.78%Q2 2014Q2 202130
SevenBridge Financial Group, LLC 30300.26%0.65%1.14%Q2 2016Q3 202330
Capital International Investors 30300.01%0.18%0.48%Q2 2013Q3 202030
Ariel Investments 30300.01%0.03%0.07%Q4 2015Q1 202330
First Allied Advisory Services, Inc. 30300.04%0.08%0.16%Q2 2013Q3 202030
ETRADE Capital Management LLC 30300.09%0.13%0.19%Q2 2013Q3 202030
Compagnie Lombard Odier SCmA 2640.00%0.01%0.06%Q4 2013Q3 202130
BlackRock Inc. 2710.00%0.01%0.05%Q2 2014Q3 202330
DIVIDEND ASSETS CAPITAL, LLC 18120.01%0.02%0.10%Q3 2014Q3 202330
BUCKINGHAM STRATEGIC WEALTH, LLC 2610.02%0.10%0.33%Q2 2015Q3 202330
Nicholas Hoffman & Company, LLC. 30300.03%0.21%0.44%Q2 2016Q3 202330
SECURITY ASSET MANAGEMENT 1450.11%0.20%0.41%Q4 2014Q1 202330
MCF Advisors LLC 1010.00%0.01%0.04%Q4 2011Q3 202329
1ST SOURCE BANK 29290.02%0.05%0.06%Q2 2014Q2 202129
BTC Capital Management, Inc. 1440.04%0.09%0.18%Q3 2015Q3 202329
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2720.00%0.01%0.02%Q2 2013Q1 202229
Cascade Investment Advisors, Inc. 2811.20%1.61%1.91%Q2 2016Q3 202329
Hilltop Holdings Inc. 2810.05%0.09%0.20%Q1 2014Q3 202329
Laurel Wealth Advisors, Inc. 29290.13%0.38%0.84%Q4 2015Q4 202229
Point View Wealth Management, Inc. 29290.28%0.42%0.67%Q4 2013Q4 202029
HUTCHINSON CAPITAL MANAGEMENT/CA 29290.11%0.14%0.18%Q2 2013Q2 202029
Winslow, Evans & Crocker, Inc. 29290.01%0.03%0.05%Q4 2013Q4 202029
Bray Capital Advisors 2360.01%0.05%0.22%Q4 2014Q3 202329
GRIFFIN ASSET MANAGEMENT, INC. 18110.04%1.06%2.04%Q2 2013Q3 202129
American Money Management, LLC 29290.15%1.64%2.12%Q4 2013Q4 202029
PANAGORA ASSET MANAGEMENT INC 2630.00%0.00%0.00%Q2 2013Q1 202329
Simplicity Solutions, LLC 2810.02%0.17%0.60%Q4 2015Q3 202329
Sunbelt Securities, Inc. 2630.01%0.36%0.78%Q4 2014Q3 202329
Drexel Morgan & Co. 15140.18%0.56%1.42%Q2 2013Q3 202329
Sutton Wealth Advisors Inc. 29290.00%0.01%0.07%Q1 2016Q1 202329
Private Wealth Partners, LLC 1830.02%0.62%2.51%Q2 2013Q3 202329
Plancorp, LLC 2210.02%0.16%0.56%Q4 2013Q3 202329
PEDDOCK CAPITAL ADVISORS, LLC 29290.09%0.12%0.18%Q3 2016Q3 202329
Baystate Wealth Management LLC 2810.00%0.01%0.02%Q2 2013Q3 202329
LEVEL FOUR ADVISORY SERVICES, LLC 28280.02%0.05%0.14%Q4 2016Q3 202328
BEACON INVESTMENT ADVISORY SERVICES, INC. 28280.03%0.17%0.44%Q4 2016Q3 202328
CAMDEN NATIONAL BANK 28281.02%1.33%1.71%Q4 2016Q3 202328
World Asset Management Inc 28280.10%0.37%0.53%Q2 2013Q1 202028
LEAVELL INVESTMENT MANAGEMENT, INC. 1520.03%0.10%0.24%Q2 2010Q4 201928
WEATHERLY ASSET MANAGEMENT L. P. 2530.03%0.05%0.09%Q4 2015Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.01%Q2 2013Q1 202028
South Street Advisors LLC 1240.02%0.10%0.26%Q2 2013Q2 202128
Pflug Koory, LLC 28280.02%0.03%0.04%Q4 2016Q3 202328
Fortis Advisors, LLC 28280.03%0.12%0.26%Q4 2016Q3 202328
NWAM LLC 16120.01%0.05%0.11%Q3 2016Q3 202328
Round Hill Asset Management 28280.15%0.19%0.23%Q4 2016Q3 202328
AE Wealth Management LLC 28280.01%0.03%0.17%Q4 2016Q3 202328
EDMOND DE ROTHSCHILD HOLDING S.A. 28280.00%0.00%0.01%Q4 2016Q3 202328
Alexandria Capital, LLC 2710.00%0.10%0.35%Q2 2013Q3 202128
Sargent Bickham Lagudis LLC 28280.00%0.02%0.04%Q1 2016Q4 202228
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2620.02%0.04%0.08%Q2 2013Q2 202028
Perennial Advisors, LLC 28280.52%0.80%1.03%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.03%0.07%0.16%Q4 2016Q3 202328
PINNACLE FINANCIAL PARTNERS INC 1120.01%0.04%0.14%Q3 2015Q3 202328
Armor Investment Advisors, LLC 28280.28%0.38%0.48%Q4 2016Q3 202328
MOODY LYNN & LIEBERSON, LLC 2620.02%0.15%1.58%Q1 2015Q3 202328
TCTC Holdings, LLC 1421.31%1.90%2.43%Q2 2013Q3 202328
NEW ENGLAND ASSET MANAGEMENT INC 28280.00%0.00%0.01%Q1 2015Q4 202128
Parallel Advisors, LLC 28280.02%0.04%0.07%Q4 2016Q3 202328
Norway Savings Bank 28280.12%0.66%1.15%Q4 2016Q3 202328
Osborn Williams & Donohoe LLC 28280.53%0.99%1.44%Q2 2013Q1 202028
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.01%0.01%Q4 2016Q3 202328
Jolley Asset Management, LLC 28282.38%2.82%3.52%Q2 2013Q1 202028
Mercer Capital Advisers, Inc. 28280.20%0.33%0.52%Q4 2014Q3 202128
Fiduciary Trust Co International of Pennsylvania 28280.20%0.53%0.95%Q2 2013Q1 202028
Intellectus Partners, LLC 28280.08%0.16%0.27%Q4 2016Q3 202328
LCNB CORP 28280.48%0.76%1.14%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.14%0.22%0.31%Q4 2016Q3 202328
GSB Wealth Management, LLC 28280.09%1.09%2.53%Q4 2016Q3 202328
Cerity Partners LLC 28280.02%0.18%2.12%Q4 2016Q3 202328
Cribstone Capital Management, LLC 27270.00%0.02%0.06%Q2 2016Q4 202227
CLEAR STREET MARKETS LLC 910.00%0.04%0.20%Q2 2013Q2 202327
SIT INVESTMENT ASSOCIATES INC 27270.01%0.04%0.06%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.02%0.04%Q4 2016Q3 202327
WEALTHSOURCE PARTNERS, LLC 1890.02%0.07%0.13%Q1 2016Q3 202327
LAU ASSOCIATES LLC 27270.14%0.29%0.43%Q2 2013Q4 201927
GAMCO INVESTORS, INC. ET AL 2010.00%0.00%0.01%Q2 2013Q4 202127
BerganKDV Wealth Management, LLC 27270.00%0.06%0.13%Q4 2016Q2 202327
Busey Bank 1910.02%0.03%0.06%Q1 2014Q3 202327
Private Harbour Investment Management & Counsel, LLC 27270.26%1.43%2.78%Q2 2013Q4 201927
Sequoia Financial Advisors, LLC 2130.02%0.03%0.09%Q2 2015Q3 202327
AMERICAN NATIONAL BANK 17100.00%0.01%0.02%Q1 2015Q3 202327
Pacific Center for Financial Services 2430.00%0.01%0.01%Q4 2016Q3 202327
Mengis Capital Management, Inc. 27271.18%1.55%2.03%Q1 2017Q3 202327
Radnor Capital Management, LLC 2520.13%0.27%0.46%Q4 2016Q3 202327
Northstar Group, Inc. 27270.06%0.12%0.23%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.38%0.51%0.63%Q1 2017Q3 202327
Sterling Capital Management LLC 27270.01%0.71%1.49%Q1 2013Q3 201927
Family Legacy, Inc. 27270.12%0.21%0.71%Q1 2017Q3 202327
TWO SIGMA INVESTMENTS, LP 810.00%0.14%0.50%Q2 2013Q1 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.07%0.10%Q2 2013Q4 201927
HARVEY CAPITAL MANAGEMENT INC 27270.47%0.77%1.11%Q2 2013Q4 201927
Mariner, LLC 2310.01%0.03%0.06%Q3 2016Q3 202327
First Command Bank 27270.00%0.01%0.03%Q4 2016Q2 202327
MML INVESTORS SERVICES, LLC 27270.03%0.05%0.08%Q1 2017Q3 202327
First Command Financial Services, Inc. 27270.00%0.01%0.03%Q4 2016Q2 202327
Matthew Goff Investment Advisor, LLC 27270.96%1.51%2.05%Q1 2017Q3 202327
Cutter & CO Brokerage, Inc. 26260.18%0.32%0.41%Q1 2016Q2 202226
HARTWELL J M LIMITED PARTNERSHIP 26260.12%0.20%0.31%Q2 2013Q3 201926
Prospera Financial Services Inc 26260.01%0.10%0.35%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.05%0.18%0.32%Q3 2016Q3 202326
Linscomb & Williams, Inc. 1610.01%0.02%0.10%Q2 2013Q4 202226
Clearstead Trust, LLC 26260.06%0.21%0.72%Q4 2016Q1 202326
WASHINGTON TRUST BANK 2510.03%0.09%0.56%Q2 2013Q4 201926
Abbot Financial Management, Inc. 26260.99%1.54%2.12%Q2 2017Q3 202326
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.02%0.06%0.81%Q2 2013Q3 201926
Shamrock Asset Management LLC 26260.43%0.74%1.21%Q2 2013Q3 201926
HYMAN CHARLES D 26260.02%0.03%0.04%Q2 2017Q3 202326
Beaton Management Co. Inc. 26260.49%0.66%0.81%Q2 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.18%0.28%0.40%Q4 2016Q1 202326
SUNTRUST BANKS INC 26260.01%0.04%0.14%Q2 2013Q3 201926
PRINCIPAL FINANCIAL GROUP INC 26260.07%0.12%0.19%Q2 2017Q3 202326
Nelson Capital Management, LLC 26260.01%1.28%2.41%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.18%0.80%1.62%Q2 2013Q3 201926
OneDigital Investment Advisors LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
Weiss Multi-Strategy Advisers LLC 2320.01%0.04%0.11%Q4 2013Q1 202026
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
Roble, Belko & Company, Inc 2420.01%0.01%0.04%Q1 2015Q3 202326
Squarepoint Ops LLC 810.00%0.01%0.03%Q2 2016Q3 202326
OLD SECOND NATIONAL BANK OF AURORA 26260.00%0.29%0.84%Q2 2013Q3 201926
Sageworth Trust Co 26260.00%0.01%0.01%Q4 2016Q1 202326
TEXAS CAPITAL BANCSHARES INC/TX 16100.17%0.50%0.87%Q2 2013Q1 202126
WHEATLAND ADVISORS INC 2510.84%1.18%1.61%Q4 2013Q2 202026
Independent Advisor Alliance 2330.02%0.04%0.10%Q1 2017Q3 202326
Asset Dedication, LLC 2420.00%0.01%0.01%Q4 2015Q3 202326
Parkwood LLC 2320.06%0.82%2.85%Q2 2014Q3 202025
Lido Advisors, LLC 24240.00%0.01%0.04%Q4 2017Q3 202325
Bogart Wealth, LLC 25250.00%0.00%0.00%Q3 2017Q3 202325
Dynamic Advisor Solutions LLC 2310.02%0.08%0.42%Q4 2013Q3 202325
UNITED SERVICES AUTOMOBILE ASSOCIATION 25250.08%0.24%0.45%Q2 2013Q2 201925
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2310.00%0.34%1.14%Q1 2017Q3 202325
Kingsview Wealth Management, LLC 1960.03%0.07%0.19%Q2 2017Q3 202325
Thomas J. Herzfeld Advisors, Inc. 25250.01%0.04%0.06%Q3 2017Q3 202325
BOWEN HANES & CO INC 14110.01%0.65%1.66%Q2 2013Q4 202125
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1810.02%0.28%1.36%Q3 2015Q3 202325
Cornerstone Wealth Management, LLC 2230.02%0.04%0.15%Q2 2017Q3 202325
Wallace Capital Management Inc. 25250.86%1.04%1.33%Q2 2013Q2 201925
BDO Wealth Advisors, LLC 25250.02%0.06%0.10%Q2 2017Q2 202325
ADIRONDACK TRUST CO 25250.01%0.01%0.03%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.01%0.04%0.11%Q3 2017Q3 202325
Corient Capital Partners, LLC 25250.02%0.14%0.28%Q3 2016Q3 202225
NorthCoast Asset Management LLC 1630.06%0.18%0.34%Q2 2013Q3 202125
Cornerstone Advisors, Inc. 25250.00%0.03%0.10%Q2 2013Q2 201925
FCG ADVISORS, LLC 1870.12%0.15%0.21%Q4 2013Q3 202025
FIRST INTERSTATE BANK 25250.04%0.16%0.29%Q2 2014Q2 202025
Moloney Securities Asset Management, LLC 25250.05%0.20%0.38%Q3 2017Q3 202325
Rench Wealth Management, Inc. 25251.32%2.23%3.29%Q4 2013Q4 201925
PATHSTONE FAMILY OFFICE, LLC 2010.00%0.02%0.04%Q2 2013Q3 202325
CIBC BANK USA 2050.03%0.09%0.21%Q2 2013Q4 201925
OppenheimerFunds, Inc. 25250.02%0.04%0.08%Q1 2013Q1 201925
Whitnell & Co. 25250.01%0.03%0.05%Q2 2013Q2 201925
Clarius Group, LLC 2050.04%0.08%0.12%Q2 2016Q3 202325
PIONEER TRUST BANK N A/OR 15100.08%0.27%1.26%Q2 2013Q1 202125
Lee Financial Co 25250.01%0.02%0.02%Q4 2016Q4 202225
CHEMICAL BANK 25250.06%0.11%0.18%Q2 2013Q2 201925
Burt Wealth Advisors 25250.01%0.01%0.02%Q4 2014Q4 202025
WILLIAMS JONES & ASSOCIATES LLC 25250.01%0.02%0.03%Q2 2013Q2 201925
Amica Retiree Medical Trust 25250.02%0.18%0.22%Q4 2013Q4 201925
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q4 2016Q3 202325
Proficio Capital Partners LLC 1520.03%0.26%1.42%Q4 2015Q3 202325
STEPHENS INC /AR/ 2230.01%0.04%0.06%Q2 2013Q3 202325
DAVIS SELECTED ADVISERS 2410.01%0.04%0.13%Q2 2013Q3 202225
AMICA MUTUAL INSURANCE CO 25250.02%0.23%0.34%Q4 2013Q4 201925
DUBUQUE BANK & TRUST CO 24240.01%0.05%0.19%Q2 2013Q1 201924
Delaney Dennis R 1952.39%2.87%3.39%Q4 2015Q3 202324
Manchester Capital Management LLC 12120.00%0.01%0.08%Q2 2013Q3 202324
RIVERHEAD CAPITAL MANAGEMENT LLC 2310.00%0.06%0.12%Q2 2013Q3 201924
Mutual Advisors, LLC 24240.04%0.10%0.24%Q4 2017Q3 202324
Kendall Capital Management 24240.11%0.26%0.52%Q4 2017Q3 202324
FARR MILLER & WASHINGTON LLC/DC 1220.02%0.02%0.03%Q2 2014Q2 202124
AdvisorNet Financial, Inc 24240.00%0.01%0.02%Q4 2017Q3 202324
HighPoint Advisor Group LLC 2310.06%0.12%0.27%Q1 2016Q2 202224
RELIANCE TRUST CO OF DELAWARE 24240.15%0.28%0.55%Q2 2013Q1 201924
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.00%0.01%0.04%Q2 2013Q1 201924
Buckingham Capital Management, Inc. 2210.04%0.16%0.37%Q2 2013Q3 201924
Manning & Napier Group, LLC 24241.25%2.11%3.57%Q4 2017Q3 202324
VAN STRUM & TOWNE INC. 1410.08%0.15%0.21%Q4 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.08%0.12%Q4 2017Q3 202324
Lester Murray Antman dba SimplyRich 24240.48%0.74%1.30%Q4 2017Q3 202324
DF DENT & CO INC 2310.00%0.01%0.01%Q4 2015Q3 202324
Strategic Global Advisors, LLC 24240.06%0.34%0.86%Q4 2017Q3 202324
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ 24241.58%2.09%2.57%Q2 2013Q1 201924
WealthTrust-Arizona, LLC 23230.00%0.02%0.15%Q2 2013Q4 201824
McIlrath & Eck, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.06%0.11%0.17%Q4 2017Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.06%0.21%0.63%Q4 2017Q3 202324
NORTH STAR ASSET MANAGEMENT INC 24240.02%0.04%0.06%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.06%0.31%1.52%Q2 2013Q1 201924
TRADITION CAPITAL MANAGEMENT LLC 24240.54%1.09%1.91%Q2 2013Q1 201924
Osher Van de Voorde Investment Management 24243.88%4.62%5.93%Q2 2013Q1 201924
Creegan & Nassoura Financial Group, LLC 1680.89%1.85%2.86%Q4 2014Q3 202324
Smart Money Group LLC 24240.12%0.22%0.37%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.02%0.18%0.46%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.02%0.03%0.06%Q2 2013Q1 201924
Independence Bank of Kentucky 24240.01%0.03%0.06%Q4 2017Q3 202324
Banco de Sabadell, S.A 24240.05%0.36%0.72%Q4 2017Q3 202324
ZEKE CAPITAL ADVISORS, LLC 24240.03%0.26%0.43%Q1 2017Q4 202224
Carmichael Hill & Associates, Inc. 24240.13%0.25%0.45%Q4 2017Q3 202324
CNB Bank 24240.24%0.75%1.22%Q4 2017Q3 202324
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1950.04%0.86%1.62%Q2 2013Q1 202024
Migdal Insurance & Financial Holdings Ltd. 23230.00%0.00%0.00%Q4 2016Q2 202223
BANCED CORP 23230.26%0.67%0.92%Q2 2013Q4 201823
Aureus Asset Management, LLC 1940.03%0.05%0.10%Q1 2015Q4 202023
CONNORS INVESTOR SERVICES INC 1580.03%0.08%0.15%Q2 2013Q1 201923
SECTORAL ASSET MANAGEMENT INC 12110.02%1.62%5.10%Q2 2013Q3 201923
EVERGREEN CAPITAL MANAGEMENT LLC 23230.02%0.05%0.10%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.16%0.55%1.14%Q4 2017Q3 202323
Princeton Portfolio Strategies Group LLC 23230.06%0.46%1.19%Q2 2013Q4 201823
SUMMIT FINANCIAL GROUP, INC. 23230.11%0.18%0.33%Q1 2018Q3 202323
MARINO, STRAM & ASSOCIATES LLC 1490.11%0.25%0.45%Q4 2017Q3 202323
Endurance Wealth Management, Inc. 23230.00%0.02%0.12%Q1 2015Q3 202023
D.B. Root & Company, LLC 23230.17%0.41%0.64%Q1 2018Q3 202323
Cordasco Financial Network 23230.04%0.12%0.17%Q4 2016Q2 202223
SCHMIDT P J INVESTMENT MANAGEMENT INC 1940.05%0.55%1.44%Q1 2012Q3 202323
FLAGSHIP HARBOR ADVISORS, LLC 2210.02%0.04%0.06%Q3 2017Q3 202323
TRILLIUM ASSET MANAGEMENT, LLC 23230.01%0.65%1.44%Q2 2013Q4 201823
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 23230.00%0.07%0.24%Q1 2018Q3 202323
SUMMITRY LLC 23230.16%1.38%3.61%Q1 2017Q3 202223
Rockefeller Capital Management L.P. 23230.05%0.67%1.88%Q1 2018Q3 202323
Arnhold LLC 23230.12%0.19%0.27%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.06%0.16%0.38%Q1 2018Q3 202323
MADISON INVESTMENT HOLDINGS INC 12110.08%0.72%1.52%Q2 2013Q3 201923
MASTRAPASQUA ASSET MANAGEMENT INC 810.03%0.84%1.60%Q2 2013Q3 202323
NORTHERN CAPITAL MANAGEMENT LLC 23230.22%0.88%2.09%Q2 2013Q4 201823
Whitegate Investment Counselors, Inc. 2210.29%0.66%1.04%Q1 2014Q3 202123
Banco Santander, S.A. 23230.02%0.08%0.19%Q1 2018Q3 202323
Lowe Wealth Advisors, LLC 23230.00%0.00%0.01%Q2 2016Q4 202123
Berkeley Capital Partners, LLC 2120.11%0.24%0.57%Q2 2017Q3 202323
NOMURA HOLDINGS INC 410.00%0.05%0.37%Q4 2012Q3 202323
HoyleCohen, LLC 2120.03%0.05%0.08%Q4 2017Q3 202323
Quadrant Capital Management, LLC 23230.32%1.55%2.14%Q2 2014Q4 201923
PRIO WEALTH LIMITED PARTNERSHIP 1140.01%0.01%0.02%Q2 2013Q3 202323
MAI Capital Management 2010.01%0.02%0.04%Q3 2013Q3 202323
CAPITAL GUARDIAN TRUST CO 1670.06%0.15%0.26%Q2 2013Q2 201923
Horizon Kinetics 23230.03%0.05%0.07%Q2 2013Q4 201823
Pacer Advisors, Inc. 1310.01%0.10%0.30%Q4 2013Q3 202323
Royal Fund Management, LLC 22220.17%1.73%3.44%Q4 2016Q1 202222
Fieldpoint Private Securities, LLC 22220.10%0.14%0.23%Q1 2017Q2 202222
CFO4Life Group, LLC 22220.10%0.22%0.50%Q2 2018Q3 202322
Dakota Wealth Management 22220.03%0.06%0.10%Q2 2018Q3 202322
COMMERZBANK AKTIENGESELLSCHAFT /FI 22220.01%0.03%0.05%Q3 2014Q4 201922
RATIONAL ADVISORS LLC 1310.02%0.06%0.28%Q1 2009Q3 201822
Altshuler Shaham Ltd 1570.00%0.01%0.02%Q4 2017Q2 202322
FIRST HAWAIIAN BANK 2110.02%0.07%0.13%Q2 2013Q3 202322
RiverGlades Family Offices LLC 1440.24%0.36%0.44%Q4 2017Q3 202322
STEVENS CAPITAL MANAGEMENT LP 1210.02%0.07%0.18%Q2 2013Q3 202022
DOWLING & YAHNKE LLC 820.02%0.03%0.05%Q1 2014Q4 202022
BBR PARTNERS, LLC 1840.02%0.05%0.19%Q1 2018Q3 202322
Icon Wealth Partners, LLC 1930.04%0.10%0.21%Q4 2017Q3 202322
Indiana Trust & Investment Management CO 1610.00%0.29%0.68%Q3 2013Q3 202322
COZAD ASSET MANAGEMENT INC 22220.03%0.08%0.16%Q2 2018Q3 202322
Forward Management, LLC 22220.15%0.41%0.64%Q2 2013Q3 201822
IHT Wealth Management, LLC 1150.00%0.03%0.06%Q4 2016Q3 202322
WINTRUST INVESTMENTS LLC 2020.02%0.06%0.13%Q2 2016Q4 202122
Sawyer & Company, Inc 1660.00%0.07%0.15%Q4 2017Q2 202322
FRED ALGER MANAGEMENT, LLC 2010.00%0.07%0.56%Q1 2015Q3 202322
Sonora Investment Management, LLC 1750.00%0.01%0.02%Q3 2015Q3 202122
Baker Chad R 22220.11%0.65%2.68%Q4 2015Q1 202122
Montecito Bank & Trust 2010.04%0.10%0.14%Q4 2015Q4 202322
Point72 Asset Management, L.P. 610.01%0.21%0.65%Q2 2014Q3 202322
PARK AVENUE SECURITIES LLC 22220.02%0.04%0.07%Q2 2018Q3 202322
IFG Advisory, LLC 1810.02%0.07%0.16%Q4 2017Q3 202322
Venturi Wealth Management, LLC 2020.02%0.05%0.11%Q3 2017Q3 202322
DDD Partners, LLC 22221.84%2.72%3.42%Q4 2017Q1 202322
HARTFORD INVESTMENT MANAGEMENT CO 1410.00%0.01%0.02%Q1 2014Q3 202322
Bellecapital International Ltd. 22220.13%0.22%0.38%Q1 2017Q2 202222
LS Investment Advisors, LLC 22220.01%0.42%1.18%Q2 2013Q3 201822
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Patriot Financial Group Insurance Agency, LLC 1610.00%0.02%0.11%Q4 2016Q3 202322
Investors Research Corp 22220.07%0.14%0.22%Q4 2017Q1 202322
TWO SIGMA ADVISERS, LP 1010.00%0.19%0.68%Q2 2013Q3 202322
First Bank & Trust 22220.00%0.14%0.94%Q4 2016Q1 202222
CHICKASAW CAPITAL MANAGEMENT LLC 22220.01%0.02%0.06%Q2 2013Q3 201822
SRS Capital Advisors, Inc. 1030.00%0.02%0.05%Q4 2016Q3 202322
Boston Trust Walden Corp 2020.00%0.05%0.07%Q2 2013Q3 202322
Chicago Capital, LLC 22220.01%0.01%0.02%Q2 2018Q3 202322
Mount Yale Investment Advisors, LLC 1750.02%0.12%0.26%Q1 2018Q3 202322
RAND WEALTH, LLC 22220.46%0.60%0.74%Q2 2013Q3 201822
Cetera Investment Advisers 1910.02%0.03%0.06%Q2 2017Q3 202322
Lenox Wealth Advisors, LLC 1110.00%0.01%0.01%Q3 2014Q1 202221
Diversified Trust Co 21210.01%0.03%0.04%Q4 2018Q4 202321
Heritage Way Advisors, LLC 21211.16%1.73%2.06%Q4 2016Q4 202121
MONETA GROUP INVESTMENT ADVISORS LLC 1410.00%0.02%0.10%Q2 2015Q3 202321
AMICA PENSION FUND BOARD OF TRUSTEES 21210.02%0.18%0.22%Q4 2013Q4 201821
CATAWBA CAPITAL MANAGEMENT /VA 21210.46%0.59%0.74%Q2 2013Q2 201821
TRUSTCORE FINANCIAL SERVICES, LLC 21210.02%0.04%0.08%Q4 2017Q4 202221
Northwest Capital Management Inc 21210.20%0.35%0.62%Q3 2018Q3 202321
Bedel Financial Consulting, Inc. 1740.04%0.05%0.10%Q1 2018Q2 202321
WIMMER ASSOCIATES 1, LLC 1510.12%0.38%1.51%Q4 2015Q3 202321
OLD MISSION CAPITAL LLC 710.05%0.74%2.52%Q4 2014Q3 202321
Heritage Wealth Advisors 21210.01%0.01%0.02%Q3 2018Q3 202321
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 21210.04%0.11%0.20%Q1 2013Q1 201821
SPHERA FUNDS MANAGEMENT LTD. 910.23%2.84%11.90%Q4 2013Q3 202321
Elmwood Wealth Management, Inc. 1120.34%0.64%1.01%Q1 2018Q3 202321
Perigon Wealth Management, LLC 910.01%0.03%0.08%Q3 2011Q3 202321
Henry James International Management Inc. 21210.09%0.22%0.64%Q3 2018Q3 202321
CAPITAL ONE, NATIONAL ASSOCIATION 2010.01%0.12%0.24%Q2 2013Q4 201921
WASATCH ADVISORS LP 21210.04%0.19%0.32%Q2 2013Q2 201821
Russell Investments Group, Ltd. 1010.00%0.01%0.03%Q1 2017Q3 202321
Red Cedar Capital, LLC 21210.16%0.21%0.26%Q4 2017Q4 202221
ARS Investment Partners, LLC 1140.02%0.69%1.70%Q2 2013Q1 202121
Mitsubishi UFJ Asset Management Co., Ltd. 21210.00%0.00%0.00%Q3 2018Q3 202321
Clear Perspective Advisors, LLC 21210.15%0.45%0.77%Q4 2016Q4 202121
Grace Capital 2010.13%1.69%2.52%Q2 2013Q4 201821
Kemper Corp Master Retirement Trust 21210.77%1.15%1.70%Q2 2013Q2 201821
AT Bancorp 21210.03%0.08%0.27%Q1 2014Q1 201921
Aevitas Wealth Management, Inc. 21210.58%0.75%1.06%Q4 2017Q4 202221
Institute for Wealth Management, LLC. 2010.07%0.09%0.21%Q2 2017Q3 202321
Peachtree Investment Advisors, Inc. 21210.27%0.73%1.06%Q4 2013Q4 201821
PHILADELPHIA TRUST CO 21210.02%0.03%0.03%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.06%Q3 2018Q3 202321
Town & Country Bank & Trust CO dba First Bankers Trust CO 2010.09%0.16%0.25%Q2 2013Q4 201821
D'Orazio & Associates, Inc. 1610.00%0.02%0.08%Q4 2013Q3 202321
WASHINGTON TRUST Co 1560.01%0.02%0.04%Q2 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.11%0.16%0.25%Q1 2017Q3 202321
WOLVERINE ASSET MANAGEMENT LLC 720.00%0.01%0.07%Q2 2013Q4 201821
Cornell Pochily Investment Advisors, Inc. 1920.08%0.14%0.22%Q4 2017Q1 202321
Hugh Johnson Advisors LLC 1290.08%0.11%0.18%Q4 2013Q2 201921
Cypress Capital Group 21210.05%0.06%0.08%Q3 2018Q3 202321
Bison Wealth, LLC 1470.13%0.32%0.68%Q4 2014Q2 202021
COMPASS CAPITAL MANAGEMENT, INC 21213.09%3.59%3.91%Q2 2013Q2 201821
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 20200.22%0.30%0.38%Q2 2013Q1 201820
CAMBIAR INVESTORS LLC 1550.23%1.66%2.56%Q1 2013Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
CX Institutional 20200.05%0.10%0.18%Q4 2018Q3 202320
Mechanics Bank Trust Department 1110.06%0.13%0.25%Q2 2013Q1 201920
FinTrust Capital Advisors, LLC 20200.01%0.03%0.07%Q4 2018Q3 202320
HSBC HOLDINGS PLC 1010.00%0.00%0.02%Q1 2012Q4 202220
Wealthspire Advisors, L.P. 20200.02%0.09%0.13%Q4 2015Q3 202020
Koshinski Asset Management, Inc. 1610.02%0.04%0.08%Q4 2017Q3 202320
MEANS INVESTMENT CO., INC. 20200.13%0.20%0.41%Q4 2018Q3 202320
Snowden Capital Advisors LLC 1280.02%0.05%0.12%Q3 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.03%0.05%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.05%0.09%Q4 2018Q3 202320
Inlet Private Wealth, LLC 20200.08%0.12%0.26%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.02%0.06%Q4 2014Q3 201920
Wealth Alliance Advisory Group, LLC 20200.08%0.13%0.20%Q4 2018Q3 202320
ALPINE WOODS CAPITAL INVESTORS, LLC 20200.65%1.10%1.76%Q2 2013Q1 201820
Edge Capital Group, LLC 20200.02%0.40%1.04%Q4 2018Q3 202320
ARROW FINANCIAL CORP 20200.01%0.02%0.02%Q2 2013Q1 201820
Quantbot Technologies LP 710.02%0.33%1.54%Q1 2014Q3 202320
HUTNER CAPITAL MANAGEMENT INC 20200.13%0.59%1.08%Q4 2018Q3 202320
Essex Savings Bank 20200.08%0.13%0.25%Q4 2018Q3 202320
jvl associates llc 20200.15%0.37%0.53%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.01%0.02%0.04%Q3 2017Q2 202220
American Portfolios Advisors 20200.02%0.04%0.08%Q4 2017Q3 202220
Capital Investment Advisory Services, LLC 20200.04%0.06%0.12%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.05%0.07%0.10%Q2 2013Q1 201820
THOMASPARTNERS, INC. 20201.55%2.08%2.83%Q2 2013Q1 201820
Peloton Wealth Strategists 1280.65%1.55%2.68%Q2 2013Q2 201820
Hurlow Wealth Management Group, Inc. 20200.13%0.22%0.38%Q4 2018Q3 202320
Jefferies Group LLC 410.00%0.01%0.04%Q4 2013Q4 201920
Zions Bancorporation, N.A. 20200.01%0.04%0.27%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.00%0.30%0.81%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20200.16%0.22%0.31%Q4 2018Q3 202320
Covenant Partners, LLC 20200.25%0.40%0.76%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.46%0.65%0.91%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.04%Q4 2018Q3 202320
Riverview Trust Co 20200.19%0.33%0.41%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.05%0.10%0.21%Q4 2018Q3 202320
PIN OAK INVESTMENT ADVISORS INC 1810.01%0.03%0.06%Q4 2017Q3 202320
HAP Trading, LLC 910.00%0.02%0.26%Q2 2013Q2 202320
Prestige Wealth Management Group LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.05%0.24%Q1 2018Q3 202320
MACKENZIE FINANCIAL CORP 1310.00%0.02%0.07%Q2 2013Q3 201920
First Financial Bank - Trust Division 20200.05%0.09%0.12%Q1 2013Q4 201720
FRONTIER INVESTMENT MGMT CO 1410.02%0.03%0.04%Q4 2014Q2 202020
Stevens First Principles Investment Advisors 20201.95%2.59%3.53%Q2 2013Q1 201820
Gilman Hill Asset Management, LLC 20200.14%0.28%0.38%Q2 2013Q1 201820
GENESEE VALLEY TRUST CO 20200.12%0.34%0.69%Q2 2013Q1 201820
Legacy Bridge, LLC 20200.01%0.06%0.18%Q4 2018Q3 202320
DORCHESTER WEALTH MANAGEMENT Co 19190.05%0.07%0.10%Q1 2019Q3 202319
BENJAMIN EDWARDS INC 19190.01%0.21%0.65%Q1 2019Q3 202319
Lantz Financial LLC 19190.29%0.42%0.67%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.05%0.09%Q1 2019Q3 202319
Vanguard Capital Wealth Advisors 610.14%0.27%0.41%Q4 2017Q3 202319
Avidian Wealth Solutions, LLC 19190.03%0.05%0.09%Q1 2019Q3 202319
Kovitz Investment Group Partners, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Legacy Financial Advisors, Inc. 1360.02%0.09%0.19%Q4 2017Q3 202319
WRIGHT INVESTORS SERVICE INC 19190.18%0.66%0.94%Q2 2013Q4 201719
Formidable Asset Management, LLC 710.05%0.25%0.59%Q4 2013Q1 202319
Gardiner Nancy B 19192.29%2.80%3.23%Q4 2015Q2 202019
Private Capital Group, LLC 19190.03%0.06%0.10%Q4 2017Q2 202219
Richard C. Young & CO., LTD. 19191.45%1.71%2.03%Q1 2019Q3 202319
Elefante Mark B 19192.84%3.77%6.53%Q4 2015Q2 202019
Horan Securities, Inc. 760.01%0.01%0.02%Q2 2018Q2 202319
Clear Harbor Asset Management, LLC 1410.02%0.08%0.11%Q2 2013Q3 202319
Martin Investment Management, LLC 19192.43%5.93%8.91%Q1 2019Q3 202319
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 19190.03%0.12%0.25%Q1 2019Q3 202319
LORD, ABBETT & CO. LLC 1210.00%0.11%0.28%Q2 2013Q1 202019
AMERICAN CENTURY COMPANIES INC 19190.01%0.01%0.03%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.02%0.03%Q3 2018Q3 202319
Summit Global Investments 1810.07%0.13%0.24%Q1 2017Q3 202319
TEACHERS ADVISORS, LLC 1210.00%0.02%0.10%Q2 2013Q1 201919
CITIZENS FINANCIAL GROUP INC/RI 19190.01%0.02%0.02%Q4 2015Q2 202019
RMB Capital Management, LLC 1410.00%0.23%0.69%Q2 2013Q2 202219
Vestmark Advisory Solutions, Inc. 19190.11%0.30%0.67%Q1 2019Q3 202319
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Integrated Wealth Concepts LLC 19190.04%0.06%0.09%Q1 2019Q3 202319
First Eagle Investment Management, LLC 19190.00%0.00%0.00%Q2 2013Q4 201719
Aptus Capital Advisors, LLC 19190.01%0.01%0.07%Q1 2019Q3 202319
PLIMOTH TRUST CO LLC 19190.07%0.24%0.56%Q4 2017Q2 202219
ROCKEFELLER FINANCIAL SERVICES INC 19191.33%1.91%2.42%Q2 2013Q4 201719
First National Bank of South Miami 19190.07%0.10%0.14%Q4 2018Q2 202319
Bruderman Asset Management, LLC 19190.01%0.54%2.30%Q1 2015Q3 201919
Rikoon Group, LLC 19190.36%0.45%0.73%Q3 2016Q1 202119
COMERICA SECURITIES,INC. 19190.07%0.10%0.12%Q1 2019Q3 202319
TIAA, FSB 1180.00%0.01%0.01%Q2 2017Q2 202319
Keudell/Morrison Wealth Management 19190.09%0.16%0.28%Q1 2019Q3 202319
Mirador Capital Partners LP 19190.45%0.55%0.78%Q1 2019Q3 202319
Allred Capital Management, LLC 19190.12%0.16%0.23%Q1 2019Q3 202319
Old Port Advisors 1810.12%0.34%0.72%Q4 2018Q3 202319
NATIXIS 1320.00%0.00%0.01%Q2 2013Q1 201919
SAGE RHINO CAPITAL LLC 19190.14%0.21%0.29%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.03%0.08%0.18%Q1 2019Q3 202319
Virtu KCG Holdings LLC 16160.00%0.16%0.65%Q3 2013Q2 201719
BFSG, LLC 1720.04%0.17%0.25%Q1 2017Q4 202119
Cox Capital Mgt LLC 19191.24%1.60%2.04%Q2 2018Q4 202219
BOENNING & SCATTERGOOD, INC. 19190.08%0.12%0.19%Q2 2018Q4 202219
FORTEM FINANCIAL GROUP, LLC 19190.13%0.51%0.68%Q4 2018Q2 202319
NOESIS CAPITAL MANGEMENT CORP 19190.06%0.10%0.15%Q2 2016Q4 202019
Joel Isaacson & Co., LLC 1720.01%0.03%0.16%Q4 2012Q1 201919
Texan Capital Management 19190.35%0.95%2.10%Q2 2013Q4 201719
Ellevest, Inc. 18180.00%0.06%0.12%Q2 2019Q3 202318
Hawkins Capital L.P. 990.13%1.57%3.79%Q2 2013Q4 201718
Semmax Financial Advisors Inc. 1710.10%0.36%0.56%Q4 2018Q3 202318
SMITH, MOORE & CO. 1170.05%0.09%0.12%Q2 2014Q1 201918
Sound View Wealth Advisors Group, LLC 18180.05%0.09%0.17%Q2 2019Q3 202318
Vident Investment Advisory, LLC 1210.01%0.09%0.27%Q1 2015Q2 202318
HighTower Trust Company, N.A. 1710.05%0.12%0.46%Q2 2013Q2 202218
Barrington Strategic Wealth Management Group LLC 18180.80%1.20%1.58%Q2 2013Q3 201718
Verdence Capital Advisors LLC 18180.11%0.26%0.45%Q4 2017Q1 202218
FIC CAPITAL INC 18180.55%0.71%0.99%Q2 2013Q3 201718
FORTE CAPITAL LLC /ADV 1350.03%0.15%0.35%Q3 2014Q2 202118
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1710.04%0.30%1.55%Q2 2013Q1 202018
MANNING & NAPIER ADVISORS LLC 18180.11%1.20%3.42%Q2 2013Q3 201718
NATIONAL PLANNING CORP 18180.03%0.11%0.21%Q2 2013Q3 201718
Belpointe Asset Management LLC 1710.01%0.02%0.05%Q3 2018Q3 202318
SOL Capital Management CO 18180.08%0.13%0.17%Q2 2013Q3 201718
HBK Sorce Advisory LLC 1310.01%0.02%0.04%Q2 2018Q3 202318
UBS AG 660.00%0.11%0.32%Q2 2013Q3 201418
COMMUNITY TRUST & INVESTMENT CO 18180.09%1.45%2.61%Q2 2013Q3 201718
BRANDYWINE OAK PRIVATE WEALTH LLC 18180.02%0.06%0.10%Q4 2018Q1 202318
HIGHLAND CAPITAL MANAGEMENT, LLC 1620.00%0.05%0.08%Q2 2015Q3 202318
Commonwealth Equity Services, Inc 18180.10%0.13%0.15%Q2 2013Q3 201718
Mosaic Family Wealth, LLC 1610.03%0.07%0.11%Q4 2015Q4 202118
GREATMARK INVESTMENT PARTNERS, INC. 18180.14%0.42%0.56%Q4 2016Q1 202118
Capital Advisors, Ltd. LLC 1170.00%0.01%0.03%Q4 2013Q1 202118
NEW YORK STATE COMMON RETIREMENT FUND 18180.00%0.01%0.01%Q2 2019Q3 202318
Gladstone Institutional Advisory LLC 18180.05%0.08%0.13%Q2 2019Q3 202318
Gratus Capital, LLC 1710.04%0.53%1.22%Q2 2016Q4 202018
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 610.02%0.14%0.70%Q2 2013Q3 202318
UNITED STATES STEEL & CARNEGIE PENSION FUND 18182.31%2.66%3.08%Q2 2013Q3 201718
Qtron Investments LLC 18180.08%0.18%0.40%Q2 2019Q3 202318
Susquehanna International Securities, Ltd. 440.12%1.50%8.15%Q4 2018Q4 202018
Connor, Clark & Lunn Investment Management Ltd. 810.00%0.09%0.32%Q1 2017Q3 202318
Abbrea Capital, LLC 18180.14%0.19%0.26%Q2 2019Q3 202318
Sowell Financial Services LLC 1010.01%0.04%0.08%Q4 2016Q1 202318
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1530.02%0.05%0.08%Q1 2019Q3 202318
Wellington Shields Capital Management, LLC 18180.03%0.13%0.21%Q2 2013Q3 201718
BRINKER CAPITAL INC 18180.04%0.26%0.37%Q1 2016Q2 202018
BALYASNY ASSET MANAGEMENT L.P. 1010.00%0.09%0.21%Q2 2013Q3 202318
Krilogy Financial LLC 1110.01%0.05%0.13%Q3 2015Q3 202118
FLPUTNAM INVESTMENT MANAGEMENT CO 1530.02%0.43%0.78%Q2 2013Q3 202318
Arete Wealth Advisors, LLC 1440.03%0.08%0.15%Q4 2018Q2 202318
Cowen Prime Services LLC 18180.00%0.00%0.01%Q1 2017Q2 202118
BEACON TRUST CO 17170.06%0.11%0.24%Q1 2013Q1 201717
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.00%0.00%Q2 2013Q2 201717
WFG Advisors, LP 17170.02%0.05%0.09%Q2 2013Q2 201717
1st Global Advisors, Inc. 17170.11%0.23%0.40%Q2 2013Q2 201717
Vantage Investment Advisors, LLC 1610.00%0.01%0.02%Q2 2014Q3 201817
TimeScale Financial, Inc. 17170.00%0.00%0.01%Q2 2019Q2 202317
Physician Wealth Advisors, Inc. 17170.05%0.10%0.18%Q3 2019Q3 202317
Altium Wealth Management LLC 17170.04%0.08%0.14%Q2 2018Q2 202217
CRAWFORD INVESTMENT COUNSEL INC 1120.00%0.01%0.01%Q4 2018Q3 202317
Almanack Investment Partners, LLC. 1210.02%0.05%0.08%Q3 2018Q3 202317
PRELUDE CAPITAL MANAGEMENT, LLC 920.00%0.05%0.13%Q1 2015Q1 202017
MONROE BANK & TRUST/MI 630.01%0.05%0.29%Q2 2013Q2 201817
Williams Jones Wealth Management, LLC. 17170.01%0.01%0.02%Q3 2019Q3 202317
Richard P Slaughter Associates Inc 17170.38%0.46%0.56%Q4 2019Q4 202317
Farmers National Bank 1520.14%0.34%0.47%Q4 2014Q2 201917
V Wealth Advisors LLC 1110.03%0.07%0.11%Q2 2017Q2 202317
CAPSTONE ASSET MANAGEMENT CO 17170.10%0.22%0.30%Q2 2013Q2 201717
IBERIABANK CORP 1210.10%0.15%0.23%Q2 2014Q2 202017
DIAMOND HILL CAPITAL MANAGEMENT INC 17170.00%0.01%0.01%Q3 2019Q3 202317
Transform Wealth, LLC 1510.18%0.37%0.67%Q1 2017Q3 202317
Nationwide Fund Advisors 17170.02%0.03%0.07%Q3 2013Q3 201717
Geneva Advisors, LLC 17170.03%0.04%0.06%Q2 2013Q2 201717
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1160.01%0.02%0.02%Q3 2015Q1 202017
Windsor Financial Group, LLC 17172.01%2.34%2.66%Q2 2013Q2 201717
Brinker Capital Investments, LLC 1010.00%0.05%0.16%Q3 2016Q4 202217
ACCURATE INVESTMENT SOLUTIONS, INC. 17170.00%0.00%0.00%Q4 2015Q4 201917
Regal Investment Advisors LLC 710.00%0.05%0.08%Q2 2013Q2 202217
Fairhaven Wealth Management, LLC 1510.08%0.48%0.92%Q4 2018Q3 202317
Biltmore Family Office, LLC 17170.12%0.24%0.36%Q4 2017Q4 202117
Salient Capital Advisors, LLC 17170.01%0.03%0.05%Q2 2013Q2 201717
Andesa Financial Management Inc. 17170.11%0.36%0.90%Q4 2018Q4 202217
Independent Portfolio Consultants, Inc. 17170.31%0.61%0.98%Q2 2013Q2 201717
iAB Financial Bank 17170.32%0.62%0.82%Q2 2013Q2 201717
1834 INVESTMENT ADVISORS CO 910.00%0.08%0.25%Q2 2013Q2 202117
Pacifica Partners Inc. 17170.00%0.18%0.29%Q4 2019Q4 202317
NVWM, LLC 1510.00%0.09%0.31%Q4 2017Q4 202217
HANCOCK WHITNEY CORP 910.01%0.01%0.01%Q2 2013Q4 202116
Wealthcare Advisory Partners LLC 1110.01%0.02%0.03%Q3 2017Q2 202216
Kelman-Lazarov, Inc. 16160.10%0.28%0.36%Q1 2016Q4 201916
THOMPSON DAVIS & CO., INC. 16160.02%0.08%0.24%Q4 2013Q3 201716
CIBC Asset Management Inc 1510.00%0.02%0.04%Q3 2017Q1 202216
EDGE ASSET MANAGEMENT, INC 16160.54%0.70%0.83%Q2 2013Q1 201716
CONNABLE OFFICE INC 16160.11%0.42%0.83%Q2 2013Q1 201716
TIAA CREF TRUST CO FSB/MO 16160.01%0.12%0.25%Q2 2013Q1 201716
RHUMBLINE ADVISERS 1310.00%0.01%0.01%Q2 2013Q3 202316
DAVIDSON TRUST CO 16160.36%0.47%0.59%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 16160.00%0.00%0.00%Q4 2019Q3 202316
Perkins Investment Management, LLC 16160.07%0.13%0.18%Q2 2013Q1 201716
WRAPMANAGER INC 1060.07%0.19%0.47%Q4 2015Q1 202116
Weaver C. Barksdale & Associates, Inc. 16160.10%0.67%1.52%Q2 2013Q1 201716
HC FINANCIAL ADVISORS INC 1511.04%1.37%3.40%Q1 2018Q2 202216
MARSHALL WACE, LLP 810.02%0.16%0.32%Q4 2014Q3 202316
BANK OF NOVA SCOTIA TRUST CO 1150.02%0.36%0.99%Q3 2014Q3 201816
SII INVESTMENTS INC/WI 16160.02%0.03%0.05%Q3 2013Q2 201716
TWIN FOCUS CAPITAL PARTNERS, LLC 1110.04%0.09%0.24%Q3 2014Q2 202316
MAR VISTA INVESTMENT PARTNERS LLC 16160.00%0.12%0.25%Q4 2019Q3 202316
Crestwood Advisors Group, LLC 16160.01%1.13%1.63%Q2 2013Q1 201716
Baker Avenue Asset Management, LP 930.00%0.33%0.67%Q3 2013Q3 202316
IMA Wealth, Inc. 1150.00%0.26%0.52%Q2 2013Q2 201916
Concert Wealth Management Inc. 16160.08%0.10%0.13%Q2 2013Q1 201716
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
ARS Wealth Advisors, LLC 16160.10%0.17%0.25%Q3 2016Q2 202016
Lowell Blake & Associates Inc. 16160.60%2.22%3.94%Q4 2019Q3 202316
SIMPLEX TRADING, LLC 710.00%0.02%0.06%Q2 2015Q3 202316
Veracity Capital LLC 16160.07%0.16%0.23%Q4 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.11%0.15%0.19%Q4 2019Q3 202316
Archer Investment Corp 970.00%0.00%0.00%Q3 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.05%0.07%0.13%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.01%0.02%Q4 2019Q3 202316
Aberdeen Wealth Management LLC 16160.84%1.11%1.54%Q4 2019Q3 202316
PALISADE CAPITAL MANAGEMENT, LP 16160.01%0.01%0.01%Q2 2014Q1 201816
HighMark Wealth Management LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.11%0.26%0.68%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.07%0.13%0.20%Q4 2019Q3 202316
S.A. Mason LLC 16160.22%0.28%0.37%Q4 2019Q3 202316
MATHER GROUP, LLC. 16160.01%0.02%0.03%Q4 2019Q3 202316
Euro Pacific Asset Management, LLC 16161.82%2.35%4.37%Q4 2019Q3 202316
Virtu Financial LLC 410.01%0.07%0.30%Q2 2013Q4 202216
Venture Visionary Partners LLC 16160.07%0.09%0.18%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.03%0.09%Q4 2019Q3 202316
Claro Advisors LLC 16160.09%0.15%0.23%Q4 2018Q3 202216
SEVEN EIGHT CAPITAL, LP 210.03%0.23%1.10%Q4 2013Q3 202316
Horan Capital Advisors, LLC. 1110.03%1.21%2.16%Q2 2013Q3 202016
New England Research & Management, Inc. 1210.14%0.49%0.94%Q2 2016Q3 202316
Providence Capital Advisors, LLC 1510.00%0.66%0.94%Q4 2017Q3 202316
Northside Capital Management, LLC 1110.06%0.08%0.25%Q1 2017Q3 202316
Farmers & Merchants Trust Co of Chambersburg PA 1110.01%0.01%0.02%Q1 2019Q3 202316
Wealthspire Advisors, LLC 910.00%0.01%0.06%Q4 2018Q3 202316
GQG Partners LLC 910.00%0.01%0.03%Q2 2017Q4 202216
Mascoma Wealth Management LLC 970.00%0.01%0.03%Q4 2016Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Tarbox Family Office, Inc. 740.00%0.06%0.39%Q4 2013Q1 202215
Cedar Wealth Management, LLC 15150.01%0.04%0.06%Q1 2020Q3 202315
BOSTON ADVISORS LLC 1050.01%0.02%0.05%Q4 2014Q3 201915
TRANSCEND CAPITAL ADVISORS, LLC 960.09%0.17%0.37%Q4 2019Q3 202315
Capital International Sarl 15150.00%0.01%0.01%Q2 2013Q4 201615
Calvert Investment Management, Inc. 15150.04%0.26%0.54%Q2 2013Q4 201615
BADGLEY PHELPS & BELL INC 1320.01%0.02%0.03%Q3 2015Q4 202015
Beacon Pointe Advisors, LLC 15150.01%0.05%0.13%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.01%0.01%0.04%Q2 2013Q4 201615
Camelot Portfolios, LLC 870.32%0.52%1.05%Q2 2013Q4 201815
CENTAURUS FINANCIAL, INC. 960.01%0.06%0.17%Q2 2018Q3 202315
Ethic Inc. 15150.17%0.32%0.51%Q1 2020Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 1140.00%0.47%0.84%Q4 2013Q3 201715
CPWM, LLC 710.02%0.03%0.05%Q1 2018Q2 202215
Old North State Trust, LLC 630.03%0.05%0.10%Q3 2018Q1 202315
SANTA BARBARA ASSET MANAGEMENT, LLC 15150.05%0.07%0.10%Q2 2013Q4 201615
Advisor Group, Inc. 15150.04%0.05%0.07%Q2 2016Q4 201915
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 15150.00%0.00%0.02%Q1 2018Q3 202115
FULTON BREAKEFIELD BROENNIMAN LLC 15150.66%0.81%0.93%Q2 2013Q4 201615
WADE G W & INC 1210.03%0.06%0.19%Q1 2015Q3 202315
Graypoint LLC 15150.07%0.14%0.34%Q1 2020Q3 202315
TRUST CO OF VIRGINIA /VA 15150.03%0.91%1.22%Q4 2019Q2 202315
Live Oak Private Wealth LLC 15150.24%1.30%1.76%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
LOEB PARTNERS CORP 1050.23%0.62%1.65%Q3 2013Q1 201915
D L CARLSON INVESTMENT GROUP INC 870.85%1.54%2.21%Q2 2013Q1 201815
CVA Family Office, LLC 15150.02%0.08%0.14%Q1 2020Q3 202315
HIGH POINT BANK & TRUST CO 15150.00%0.02%0.03%Q2 2013Q4 201615
FOSTER & MOTLEY INC 1140.02%0.04%0.05%Q2 2014Q3 202315
ATLANTA CAPITAL MANAGEMENT CO L L C 15150.11%0.22%0.40%Q2 2013Q4 201615
RITHOLTZ WEALTH MANAGEMENT 15150.04%0.14%0.34%Q1 2020Q3 202315
Nichols Asset Management LLC 15150.16%0.46%1.65%Q2 2013Q4 201615
HHM Wealth Advisors, LLC 15150.02%0.03%0.05%Q1 2020Q3 202315
Centerpoint Advisors, LLC 1410.01%0.02%0.02%Q4 2018Q3 202315
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 870.00%0.00%0.00%Q4 2019Q3 202315
MILES CAPITAL, INC. 15150.15%0.25%0.30%Q3 2016Q1 202015
CHELSEA COUNSEL CO 15150.74%0.96%1.28%Q2 2018Q4 202115
Rosenberg Matthew Hamilton 15150.02%0.05%0.08%Q1 2020Q3 202315
American Trust Investment Advisors, LLC 15150.18%0.24%0.30%Q1 2020Q3 202315
PacWest Financial Management Inc 15150.17%0.41%0.52%Q2 2013Q4 201615
Disciplined Investments, LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
Schonfeld Strategic Advisors LLC 310.01%0.10%0.29%Q1 2016Q2 202315
BlackRock Investment Management, LLC 15150.04%0.05%0.07%Q2 2013Q4 201615
PALLADIEM, LLC 740.01%0.17%0.30%Q4 2014Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.06%0.20%0.51%Q1 2020Q3 202315
Independence Trust CO 1050.26%0.42%0.56%Q2 2013Q4 201715
Ameritas Investment Partners, Inc. 1410.00%0.02%0.08%Q4 2014Q3 202015
Legal & General Group Plc 1050.00%0.00%0.00%Q2 2013Q1 202315
FORVIS Wealth Advisors, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
ALTFEST L J & CO INC 1210.05%0.12%0.27%Q4 2013Q3 202315
Hillsdale Investment Management Inc. 1140.00%0.02%0.11%Q2 2013Q4 202015
Daniel Devine & Co 15150.92%1.35%1.83%Q4 2014Q2 201815
CenterStar Asset Management, LLC 510.00%0.04%0.16%Q4 2017Q1 202115
OFI Advisors LLC 1140.01%0.03%0.06%Q3 2011Q3 201515
Marquette Asset Management, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.06%0.08%0.13%Q4 2017Q2 202115
MSI Financial Services Inc 15150.04%0.19%0.33%Q2 2013Q4 201615
Argent Advisors, Inc. 1410.14%0.17%0.22%Q4 2019Q3 202315
Murphy, Middleton, Hinkle & Parker, Inc. 1410.13%0.23%0.27%Q4 2017Q3 202315
Greenwich Wealth Management LLC 15150.08%0.12%0.20%Q1 2020Q3 202315
LIBERTY WEALTH MANAGEMENT LLC 1230.06%0.15%0.32%Q4 2018Q3 202315
B. Riley Wealth Management, Inc. 810.00%0.02%0.04%Q1 2014Q2 202215
Northeast Financial Consultants Inc 910.07%0.10%0.13%Q4 2013Q1 202015
Continuum Advisory, LLC 870.06%0.23%0.37%Q1 2017Q3 202315
STATE OF MICHIGAN RETIREMENT SYSTEM 1040.01%0.04%0.08%Q2 2013Q4 201614
Cordatus Wealth Management LLC 1020.17%0.44%0.78%Q4 2018Q3 202314
OmniStar Financial Group, Inc. 14140.72%0.86%1.10%Q2 2020Q3 202314
Savant Capital, LLC 1040.01%0.01%0.02%Q1 2020Q3 202314
9258 Wealth Management, LLC 730.04%0.08%0.13%Q4 2019Q3 202314
Versant Capital Management, Inc 610.00%0.01%0.01%Q1 2016Q4 202314
CAPE ANN SAVINGS BANK 14140.78%1.48%1.73%Q2 2013Q3 201614
Valmark Advisers, Inc. 14140.01%0.01%0.02%Q2 2020Q3 202314
BCWM, LLC 14141.22%1.35%1.60%Q1 2016Q2 201914
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 910.01%0.17%0.30%Q2 2017Q3 202314
TrinityPoint Wealth, LLC 14140.10%0.20%0.40%Q4 2018Q1 202214
J.W. COLE ADVISORS, INC. 1310.03%0.04%0.05%Q4 2019Q3 202314
True North Advisors, LLC 14140.17%0.34%0.49%Q2 2020Q3 202314
DEERE & CO 14140.05%0.05%0.06%Q2 2013Q3 201614
RWA WEALTH PARTNERS, LLC 1220.02%0.04%0.07%Q3 2017Q3 202314
Apriem Advisors 1110.00%0.01%0.03%Q2 2013Q2 201814
Foster Victor Wealth Advisors, LLC 14140.81%1.07%1.35%Q2 2020Q3 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.04%0.06%Q2 2020Q3 202314
Port Capital LLC 14140.01%0.05%0.11%Q3 2018Q4 202114
Sepio Capital, LP 1130.13%0.31%0.47%Q4 2018Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.11%0.18%0.29%Q2 2013Q3 201614
PDS Planning, Inc 14140.04%0.07%0.10%Q2 2020Q3 202314
FOX RUN MANAGEMENT, L.L.C. 310.11%0.24%0.42%Q1 2016Q2 202314
SPERO-SMITH INVESTMENT ADVISERS INC /OH 14141.96%2.87%3.34%Q2 2013Q3 201614
NORTHROAD CAPITAL MANAGEMENT LLC 14142.56%3.98%4.88%Q2 2013Q3 201614
AUA CAPITAL MANAGEMENT, LLC 1310.01%0.01%0.01%Q4 2016Q2 202014
NAVELLIER & ASSOCIATES INC 14140.00%0.18%1.34%Q3 2012Q4 201514
Arjuna Capital 710.32%0.82%1.46%Q4 2017Q3 202314
Kessler Investment Group, LLC 1310.02%0.03%0.04%Q3 2013Q1 201914
Sabal Trust CO 14140.03%2.14%3.17%Q2 2013Q3 201614
ACG Wealth 1210.02%0.08%0.16%Q2 2013Q2 202214
FIRST NATIONAL BANK SIOUX FALLS 14140.09%0.11%0.15%Q2 2013Q3 201614
NOMURA ASSET MANAGEMENT CO LTD 1220.00%0.00%0.00%Q1 2019Q3 202314
INVERNESS COUNSEL LLC /NY/ 14140.02%0.05%0.07%Q2 2013Q3 201614
Advisory Resource Group 14140.09%0.13%0.20%Q2 2020Q3 202314
Rossmore Private Capital 1310.05%0.08%0.10%Q4 2017Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.03%0.04%0.06%Q2 2017Q3 202014
Zions Bancorporation 1130.01%0.08%0.32%Q1 2015Q3 201814
Matterhorn Capital Management, LLC 14140.39%1.38%1.69%Q2 2013Q3 201614
FORA Capital, LLC 640.04%0.31%0.77%Q4 2019Q3 202314
Hilton Capital Management, LLC 860.00%0.91%3.48%Q4 2014Q3 201914
Ellis Investment Partners, LLC 14140.02%0.03%0.05%Q2 2019Q3 202214
PagnatoKarp Partners LLC 14140.31%0.42%0.66%Q4 2016Q1 202014
Investment Research & Advisory Group, Inc. 14140.10%0.53%1.34%Q4 2019Q1 202314
Good Life Advisors, LLC 910.03%0.04%0.07%Q4 2018Q3 202314
BERKSHIRE ASSET MANAGEMENT LLC/PA 810.02%0.06%0.25%Q2 2015Q4 201914
Transamerica Financial Advisors, Inc. 860.00%0.00%0.00%Q2 2014Q3 202314
Litman Gregory Wealth Management LLC 13130.01%0.01%0.03%Q1 2018Q1 202113
Principle Wealth Partners LLC 1210.01%0.05%0.08%Q2 2020Q3 202313
Risk Paradigm Group, LLC 13130.01%0.03%0.08%Q1 2015Q1 201813
Quad-Cities Investment Group, LLC 620.12%0.16%0.22%Q2 2018Q3 202313
AMP Capital Investors Ltd 1010.01%0.03%0.05%Q2 2013Q3 202013
GABLES CAPITAL MANAGEMENT INC. 13130.06%0.08%0.10%Q1 2018Q1 202113
LVW Advisors, LLC 910.04%0.57%1.18%Q4 2014Q2 202113
DELTA FINANCIAL ADVISORS LLC 13130.35%0.42%0.57%Q2 2019Q2 202213
EVOKE WEALTH, LLC 13130.00%0.01%0.03%Q3 2019Q3 202213
Wealth Alliance 760.06%0.17%0.45%Q1 2020Q3 202313
Circle Wealth Management, LLC 13130.01%0.05%0.06%Q3 2020Q3 202313
Arkadios Wealth Advisors 920.01%0.03%0.05%Q4 2019Q3 202313
Parcion Private Wealth LLC 13130.03%0.48%0.73%Q4 2019Q4 202213
Key FInancial Inc 1210.04%0.07%0.10%Q1 2020Q3 202313
WESPAC Advisors SoCal, LLC 1030.08%0.11%0.18%Q4 2015Q1 201913
Axiom Investment Management LLC 1210.01%0.46%1.27%Q4 2018Q3 202213
BSW Wealth Partners 1010.08%0.14%0.18%Q3 2015Q3 202313
CAROLINAS WEALTH CONSULTING LLC 1120.00%0.01%0.02%Q2 2020Q3 202313
Total Clarity Wealth Management, Inc. 13130.27%0.50%1.17%Q4 2019Q4 202213
St. James Investment Company, LLC 13130.04%1.96%5.72%Q2 2013Q2 201613
Counsel Portfolio Services Inc. 13130.11%0.57%1.02%Q2 2013Q2 201613
PACES FERRY WEALTH ADVISORS, LLC 13130.31%0.48%0.67%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.00%0.01%0.01%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.03%0.06%0.13%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
Berkshire Bank 13130.14%0.33%0.66%Q3 2020Q3 202313
Lenox Wealth Management, Inc. 13130.02%0.11%0.34%Q2 2017Q2 202013
Hollow Brook Wealth Management LLC 810.16%0.93%2.93%Q2 2013Q3 202313
Crewe Advisors LLC 1110.00%0.01%0.02%Q4 2017Q3 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.01%0.02%Q2 2017Q3 202313
ARGENT TRUST Co 1030.18%0.30%0.42%Q4 2014Q1 201813
J.P. Marvel Investment Advisors, LLC 942.28%2.73%3.13%Q2 2013Q3 201613
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 13130.10%0.21%0.29%Q2 2013Q2 201613
Tradewinds Global Investors, LLC 13130.08%0.26%0.52%Q2 2013Q2 201613
NORGES BANK 1120.01%0.01%0.01%Q2 2012Q3 201513
Grantham, Mayo, Van Otterloo & Co. LLC 540.00%0.11%0.88%Q2 2018Q3 202313
CHARTWELL INVESTMENT PARTNERS, LLC 760.01%0.07%0.11%Q2 2014Q4 201913
FOUNDERS FINANCIAL SECURITIES LLC 610.03%0.14%0.30%Q2 2017Q3 202313
Kimelman & Baird, LLC 940.49%1.00%1.39%Q2 2013Q3 201613
MEEDER ASSET MANAGEMENT INC 13130.00%0.00%0.00%Q3 2019Q3 202213
Ironwood Financial, llc 13130.01%0.01%0.02%Q3 2018Q3 202113
Madison Asset Management, LLC 13130.01%0.94%1.46%Q4 2019Q4 202213
NorthRock Partners, LLC 1210.02%0.04%0.06%Q3 2019Q4 202213
Bayesian Capital Management, LP 310.08%0.25%0.48%Q2 2017Q1 202313
COLUMBUS CIRCLE INVESTORS 540.03%0.09%0.16%Q2 2013Q3 201713
CREDIT AGRICOLE S A 810.00%0.00%0.01%Q2 2013Q3 202313
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.07%0.11%0.15%Q2 2013Q2 201613
ISTHMUS PARTNERS, LLC 1210.01%0.01%0.01%Q4 2014Q3 201813
INTEGRATED WEALTH COUNSEL, LLC 940.01%0.19%0.33%Q2 2013Q4 201613
AMUNDI ASSET MANAGEMENT US, INC. 910.00%0.03%0.09%Q2 2013Q2 202013
River Wealth Advisors LLC 1030.03%0.05%0.06%Q2 2018Q4 202213
THOROUGHBRED FINANCIAL SERVICES, LLC 760.04%0.07%0.13%Q4 2018Q3 202313
BREMER TRUST NATIONAL ASSOCIATION 1210.01%0.09%0.11%Q2 2013Q4 201813
Meridian Wealth Management, LLC 1210.02%0.03%0.04%Q2 2019Q3 202313
KANALY TRUST CO 13130.03%0.06%0.17%Q4 2013Q4 201613
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.03%0.05%0.11%Q3 2020Q3 202313
TODD ASSET MANAGEMENT LLC 13130.01%0.53%1.22%Q2 2013Q2 201613
FIRST NIAGARA BANK 13130.07%0.10%0.12%Q2 2013Q2 201613
GROUP ONE TRADING, L.P. 410.00%0.00%0.02%Q2 2013Q2 201913
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1210.00%0.01%0.02%Q4 2015Q2 202113
FORT PITT CAPITAL GROUP, LLC 710.00%0.05%0.11%Q1 2018Q3 202313
Glenview Trust Co 810.01%0.01%0.02%Q4 2016Q3 202312
SeaCrest Wealth Management, LLC 610.02%0.03%0.04%Q4 2017Q3 202312
SCHNIEDERS CAPITAL MANAGEMENT LLC 840.10%0.15%0.26%Q1 2015Q1 201812
HARDING LOEVNER LP 710.00%0.00%0.00%Q2 2013Q4 201812
Cohen Investment Advisors LLC 12120.30%0.36%0.44%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.06%0.07%0.11%Q2 2013Q1 201612
VNBTrust, National Association 1110.07%0.12%0.15%Q2 2013Q2 201612
Latitude Advisors, LLC 12120.17%0.26%0.82%Q4 2020Q3 202312
Horrell Capital Management, Inc. 840.00%0.02%0.02%Q2 2013Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.11%0.24%0.32%Q4 2020Q3 202312
Merrion Investment Management Co, LLC 12120.22%0.28%0.32%Q4 2020Q3 202312
Hoese & Co LLP 12120.05%0.09%0.13%Q1 2021Q4 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
Berman Capital Advisors, LLC 12120.01%0.01%0.02%Q4 2018Q3 202112
Evercore Wealth Management, LLC 1020.00%0.75%1.01%Q2 2013Q3 201712
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 12120.00%0.16%0.32%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.04%0.08%Q4 2018Q3 202112
Close Asset Management Ltd 1110.00%0.00%0.00%Q1 2019Q3 202312
Sound Income Strategies, LLC 510.00%0.00%0.01%Q2 2018Q3 202312
CARILLON TOWER ADVISERS, INC. 12120.04%0.10%0.19%Q1 2018Q4 202012
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.92%1.08%1.28%Q4 2020Q3 202312
Capital Bank & Trust Co 12120.00%0.06%0.15%Q2 2017Q1 202012
Platform Technology Partners 1020.11%0.13%0.16%Q3 2020Q3 202312
A.R.T. Advisors, LLC 810.02%0.23%1.90%Q3 2014Q4 202012
Prudent Man Advisors, LLC 840.08%0.12%0.24%Q2 2020Q3 202312
HHG & Company, LLC 12120.56%0.72%0.89%Q2 2013Q1 201612
GRATRY & Co LLC 12121.09%2.83%3.55%Q2 2013Q1 201612
Concord Wealth Partners 12120.05%0.09%0.13%Q4 2020Q3 202312
Certified Advisory Corp 1110.01%0.03%0.04%Q4 2017Q1 202112
Truvestments Capital LLC 810.01%0.05%0.13%Q3 2018Q4 202112
BRANDES INVESTMENT PARTNERS, LP 12120.05%0.37%0.48%Q4 2020Q3 202312
RONALD BLUE & CO LLC 1110.01%0.07%0.12%Q2 2013Q1 201712
Optas, LLC 720.07%0.09%0.13%Q2 2020Q3 202312
Grove Bank & Trust 840.02%0.05%0.18%Q4 2015Q3 202312
Avitas Wealth Management LLC 1110.05%0.77%1.10%Q4 2018Q2 202212
Stokes Family Office, LLC 840.03%0.05%0.08%Q3 2020Q3 202312
CARDEROCK CAPITAL MANAGEMENT INC 1110.01%1.58%2.52%Q4 2013Q1 202312
ROCKLAND TRUST CO 1010.01%0.02%0.03%Q1 2018Q3 202112
HBK INVESTMENTS L P 610.01%0.02%0.07%Q2 2013Q4 201812
Reliant Investment Management, LLC 12121.32%2.66%3.03%Q4 2013Q3 201612
Neuburgh Advisers LLC 12120.03%0.06%0.07%Q4 2016Q3 201912
Spectrum Management Group, LLC 610.00%0.01%0.03%Q4 2013Q2 202012
SPECTRUM ADVISORY SERVICES INC 12120.57%0.66%0.76%Q2 2013Q1 201612
Magnus Financial Group LLC 840.02%0.04%0.05%Q3 2020Q3 202312
Delphi Private Advisors LLC 12120.01%0.03%0.17%Q4 2015Q3 201812
TRUE Private Wealth Advisors 1020.00%0.04%0.07%Q4 2017Q4 202012
CONGRESS ASSET MANAGEMENT CO /MA 12120.03%0.06%0.08%Q2 2013Q1 201612
RPG Investment Advisory, LLC 1020.00%0.00%0.00%Q3 2017Q3 202012
Weather Gauge Advisory, LLC 12120.66%0.79%0.92%Q4 2018Q3 202112
MILLER HOWARD INVESTMENTS INC /NY 12120.89%1.17%1.46%Q1 2014Q4 201612
M Holdings Securities, Inc. 510.04%0.08%0.19%Q4 2013Q1 202312
VOYA INVESTMENT MANAGEMENT LLC 750.00%0.09%0.18%Q1 2019Q3 202312
EVERMAY WEALTH MANAGEMENT LLC 1020.01%0.04%0.19%Q2 2014Q3 202312
Flinton Capital Management LLC 12120.02%0.04%0.06%Q4 2016Q3 201912
WHV Investments, Inc. 12121.64%3.07%4.23%Q2 2013Q1 201612
Glen Harbor Capital Management LLC 12120.01%0.02%0.02%Q4 2016Q3 201912
Annex Advisory Services, LLC 12120.01%0.07%0.19%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.51%0.61%0.76%Q4 2020Q3 202312
Dynamic Capital Management Ltd 510.10%0.62%3.16%Q2 2013Q3 201812
Verition Fund Management LLC 310.00%0.05%0.18%Q3 2015Q1 202212
Tacita Capital Inc 12120.06%0.07%0.10%Q4 2020Q3 202312
VSR Financial Services, Inc. 12120.03%0.04%0.06%Q2 2013Q1 201612
Twin Lakes Capital Management, LLC 12120.17%0.23%0.29%Q4 2020Q3 202312
Valley Brook Capital Group, Inc. 12120.38%0.43%0.50%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.11%0.33%1.47%Q4 2020Q3 202312
Quantitative Investment Management, LLC 310.03%0.11%0.34%Q3 2013Q3 202312
Eagle Ridge Investment Management 1110.03%0.06%0.08%Q4 2016Q4 201912
Mayflower Financial Advisors, LLC 12120.11%0.13%0.16%Q4 2020Q3 202312
LCM Capital Management Inc 12120.18%0.22%0.26%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.27%0.48%0.91%Q4 2020Q3 202312
Qube Research & Technologies Ltd 410.00%0.06%0.12%Q4 2019Q3 202312
Connolly Sarah T. 12121.05%1.34%1.67%Q4 2020Q3 202312
LBA Wealth Management, LLC 12120.01%0.02%0.03%Q2 2014Q1 201712
CoreFirst Bank & Trust 12120.13%0.15%0.17%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.02%0.04%0.05%Q4 2016Q3 201912
WealthTrust Fairport, LLC 750.00%0.01%0.01%Q2 2013Q1 201912
First American Bank 11110.27%0.41%0.49%Q2 2013Q4 201511
LifePlan Financial Group, Inc 910.00%0.01%0.04%Q1 2014Q3 202011
Fort Sheridan Advisors LLC 11110.11%0.15%0.18%Q1 2021Q3 202311
Marotta Asset Management 830.15%0.17%0.18%Q1 2021Q4 202311
Marcum Wealth, LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q2 2013Q1 202311
Addison Advisors LLC 1010.03%0.06%0.10%Q4 2020Q3 202311
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Solstein Capital, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Newbridge Financial Services Group, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
NORTHSTAR WEALTH PARTNERS LLC 11110.27%0.35%0.42%Q1 2018Q3 202011
McClarren Financial Advisors, Inc. 650.01%0.02%0.02%Q4 2020Q3 202311
Douglas C. Lane & Associates, Inc. 11111.24%1.45%1.56%Q2 2013Q4 201511
Keel Point, LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
Alpha Cubed Investments, LLC 920.03%0.43%0.94%Q4 2013Q4 201711
Lehman Financial Resources, Inc. 920.03%0.16%0.62%Q4 2012Q3 201511
RNC CAPITAL MANAGEMENT LLC 1010.01%0.02%0.04%Q2 2016Q3 202311
TRUEWEALTH LLC 11110.01%0.03%0.03%Q4 2017Q2 202011
QUANTUM CAPITAL MANAGEMENT 650.03%0.05%0.08%Q1 2014Q3 202011
Abundance Wealth Counselors 11110.06%0.25%0.58%Q1 2021Q3 202311
FIDGEON TIMOTHY F 11112.20%2.49%2.89%Q1 2013Q3 201511
Piscataqua Savings Bank 11110.09%0.11%0.13%Q1 2021Q3 202311
Alhambra Investment Management LLC 11110.29%0.32%0.35%Q1 2021Q3 202311
Hedeker Wealth, LLC 11110.02%0.33%0.40%Q4 2014Q2 201711
OAK RIDGE INVESTMENTS LLC 11110.02%0.04%0.05%Q4 2017Q2 202011
First Trust Direct Indexing L.P. 1010.01%0.16%0.30%Q4 2020Q3 202311
Nachman Norwood & Parrott, Inc 11110.05%0.08%0.10%Q4 2018Q2 202111
FIRST MERCANTILE TRUST CO 11110.01%0.01%0.03%Q2 2013Q4 201511
Holloway Wealth Management, LLC 11111.49%1.87%2.87%Q4 2016Q2 201911
ARDSLEY ADVISORY PARTNERS LP 710.03%0.07%0.17%Q2 2014Q4 201911
Harel Insurance Investments & Financial Services Ltd. 650.00%0.01%0.04%Q4 2015Q4 201911
DG CAPITAL MANAGEMENT INC 11111.46%2.37%2.76%Q2 2013Q4 201511
Aveo Capital Partners, LLC 11110.03%0.06%0.10%Q1 2021Q3 202311
Garde Capital, Inc. 610.10%0.19%0.34%Q4 2014Q4 201811
Summit X, LLC 530.05%0.06%0.08%Q2 2020Q2 202311
1900 WEALTH MANAGEMENT LLC 740.02%0.04%0.07%Q4 2020Q3 202311
Alpha Omega Wealth Management LLC 11110.04%0.04%0.04%Q4 2016Q2 201911
Dunvegan Associates, Inc. 11113.00%3.61%4.07%Q2 2013Q4 201511
Convergence Investment Partners, LLC 1010.01%0.10%0.27%Q2 2013Q1 201811
FCM INVESTMENTS/TX 11110.02%0.02%0.03%Q2 2013Q4 201511
ASPIRIANT HOLDINGS S3, LLC 11110.32%0.43%0.54%Q2 2013Q4 201511
MACRO Consulting Group 11110.93%1.27%1.63%Q4 2018Q2 202111
Braun-Bostich & Associates Inc. 740.03%0.27%0.57%Q4 2017Q3 202011
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 11110.17%0.25%0.30%Q1 2021Q3 202311
CANANDAIGUA NATIONAL CORP 11110.08%0.09%0.11%Q2 2020Q4 202211
Avestar Capital, LLC 11110.01%0.06%0.17%Q4 2017Q2 202011
FLOW TRADERS U.S. LLC 210.01%0.09%0.72%Q3 2013Q4 202011
Camarda Financial Advisors, LLC 720.01%0.02%0.07%Q1 2015Q2 201911
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 11110.00%0.01%0.02%Q4 2015Q2 201811
Marshall Wace North America L.P. 11110.00%0.35%0.67%Q1 2017Q3 201911
Kensington Investment Counsel, LLC 830.59%0.80%0.98%Q4 2020Q3 202311
Crew Capital Management, Ltd. 11110.24%0.33%0.43%Q1 2021Q3 202311
Waverly Advisors, LLC 910.00%0.03%0.05%Q3 2013Q3 202311
Exchange Capital Management, Inc. 530.00%0.01%0.02%Q1 2014Q3 201811
MinichMacGregor Wealth Management, LLC 11110.00%0.00%0.00%Q1 2016Q3 201811
Benson Investment Management Company, Inc. 710.00%1.61%2.83%Q1 2017Q3 202011
Spire Wealth Management 11110.01%0.02%0.02%Q1 2021Q3 202311
CONNING INC. 810.01%0.01%0.02%Q4 2013Q1 201911
Taylor, Cottrill LLC 11111.92%2.06%2.15%Q2 2013Q4 201511
Truehand, Inc 11110.04%0.07%0.10%Q2 2019Q4 202111
Robertson Stephens Wealth Management, LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
Realta Investment Advisors 1010.05%0.10%0.18%Q1 2019Q2 202311
Live Your Vision, LLC 11110.01%0.01%0.02%Q3 2016Q1 201911
Orion Capital Management LLC 1010.04%0.06%0.10%Q4 2020Q3 202311
Tranquilli Financial Advisor LLC 650.14%0.23%0.37%Q4 2020Q3 202311
CT Financial Advisors LLC 1010.31%0.50%0.77%Q1 2014Q1 201711
Nuveen Fund Advisors, LLC 10100.08%0.18%0.46%Q2 2016Q3 201810
Ashburton (Jersey) Ltd 10100.02%0.03%0.03%Q3 2018Q4 202010
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.04%Q1 2021Q3 202310
Knowledge Leaders Capital, LLC 10100.65%0.79%1.02%Q2 2020Q3 202210
Caption Management, LLC 410.02%0.09%0.24%Q1 2020Q2 202310
Evolution Wealth Advisors, LLC 10100.01%0.02%0.04%Q2 2019Q3 202110
GPS Wealth Strategies Group, LLC 730.00%0.01%0.02%Q1 2021Q3 202310
JANUS HENDERSON INVESTORS US LLC 10100.00%0.01%0.11%Q4 2014Q1 201710
Apex Capital Management 10100.01%0.01%0.02%Q4 2013Q1 201610
StrongBox Wealth, LLC 510.13%0.29%0.60%Q1 2020Q4 202310
Capital Planning Advisors, LLC 10100.20%0.27%0.38%Q4 2014Q1 201710
Summit Financial, LLC 10100.03%0.05%0.07%Q2 2021Q3 202310
FRIESS ASSOCIATES LLC 910.01%0.21%1.72%Q4 2014Q2 201910
Spotlight Asset Group, Inc. 820.09%0.16%0.25%Q4 2019Q3 202310
Brick & Kyle, Associates 10100.03%0.04%0.05%Q4 2014Q1 201710
Commonwealth Financial Services, LLC 10100.03%0.05%0.14%Q4 2014Q1 201710
First Affirmative Financial Network 10100.40%0.57%0.70%Q3 2021Q4 202310
Quilter Plc 730.00%0.01%0.02%Q1 2020Q3 202310
MID CONTINENT CAPITAL LLC/IL 10101.31%1.51%1.79%Q2 2013Q3 201510
Apollon Wealth Management, LLC 910.00%0.03%0.07%Q2 2020Q3 202310
SHEPHERD KAPLAN KROCHUK, LLC 910.03%0.08%0.49%Q2 2013Q1 201810
Sterling Investment Advisors, Ltd. 10100.00%0.00%0.01%Q1 2020Q2 202210
HUSSMAN STRATEGIC ADVISORS, INC. 10100.58%1.23%1.72%Q2 2013Q3 201510
PALLADIUM PARTNERS LLC 420.02%0.02%0.02%Q2 2013Q3 201610
NatWest Group plc 10100.00%0.01%0.02%Q2 2013Q3 201510
Cowen Prime Advisors LLC 910.00%0.00%0.01%Q2 2020Q2 202310
ADAGE CAPITAL PARTNERS GP, L.L.C. 310.02%0.04%0.07%Q3 2013Q3 202310
Alerus Investment Advisors Corp 10100.00%0.06%0.11%Q4 2013Q1 201610
ExodusPoint Capital Management, LP 310.01%0.04%0.13%Q4 2018Q2 202310
Intersect Capital LLC 820.04%0.06%0.12%Q4 2014Q2 202210
Americana Partners, LLC 910.01%0.18%0.43%Q4 2019Q3 202310
West Branch Capital LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
OLD DOMINION CAPITAL MANAGEMENT INC 10100.07%0.09%0.11%Q2 2019Q3 202110
Willingdon Wealth Management 520.00%0.25%0.90%Q4 2013Q4 201910
BTR CAPITAL MANAGEMENT INC 810.04%0.31%0.70%Q1 2015Q1 202010
TREES INVESTMENT COUNSEL LLC 10102.27%2.43%2.57%Q2 2013Q3 201510
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 640.04%0.16%1.13%Q3 2020Q3 202310
AGRAN LIBBIE 550.05%0.06%0.07%Q3 2014Q1 201710
Barnett & Company, Inc. 820.00%0.02%0.03%Q3 2018Q2 202110
Blueshift Asset Management, LLC 610.03%0.15%0.43%Q4 2018Q3 202310
CITY NATIONAL BANK 10100.02%0.03%0.04%Q2 2013Q3 201510
Taylor Hoffman Wealth Management 910.06%0.07%0.08%Q4 2017Q2 202010
Trust CO of the Ozarks 10100.32%0.34%0.36%Q2 2013Q3 201510
Financial Enhancement Group LLC 730.00%0.00%0.01%Q1 2019Q3 202210
LMCG INVESTMENTS, LLC 10100.14%0.16%0.17%Q2 2013Q3 201510
Curated Wealth Partners LLC 640.06%0.16%0.29%Q4 2020Q3 202310
Saratoga Research & Investment Management 10100.02%0.02%0.03%Q2 2013Q3 201510
BANK OF STOCKTON 10100.10%0.13%0.15%Q2 2014Q3 201610
INSTITUTIONAL CAPITAL LLC 640.36%1.37%3.44%Q2 2013Q1 201610
PSI Advisors, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
Ascent Wealth Partners, LLC 10100.10%0.20%0.30%Q2 2021Q3 202310
FNY Investment Advisers, LLC 410.10%0.47%1.23%Q1 2019Q3 202310
Foundations Investment Advisors, LLC 550.02%0.05%0.11%Q3 2018Q3 202310
Harbour Capital Advisors, LLC 910.03%0.15%0.19%Q1 2017Q4 201910
Bollard Group LLC 820.00%0.00%0.00%Q2 2020Q3 202310
Strategic Wealth Partners, Ltd. 10100.16%0.33%0.64%Q4 2017Q1 202010
KORNITZER CAPITAL MANAGEMENT INC /KS 10100.00%0.01%0.01%Q3 2013Q4 201510
Poehling Capital Management, INC. 10100.24%0.32%0.39%Q4 2017Q1 202010
180 WEALTH ADVISORS, LLC 820.10%0.16%0.22%Q4 2017Q4 202010
First Houston Capital, Inc. 10102.31%2.70%2.97%Q3 2013Q4 201510
BOOTHBAY FUND MANAGEMENT, LLC 520.01%0.12%0.31%Q3 2019Q3 202310
QUEST INVESTMENT MANAGEMENT LLC 640.20%1.11%2.10%Q2 2015Q4 201810
SIMON QUICK ADVISORS, LLC 710.00%0.02%0.08%Q1 2017Q3 202010
DC Investments Management, LLC 710.29%0.58%0.82%Q4 2017Q4 202010
Antonetti Capital Management LLC 910.02%0.03%0.04%Q2 2010Q3 202310
Hardman Johnston Global Advisors LLC 10100.04%0.11%0.18%Q2 2013Q3 201510
Boulegeris Investments, Inc. 10100.14%3.09%4.60%Q3 2014Q4 201610
Accel Wealth Management 10100.02%0.03%0.06%Q4 2020Q1 202310
STRATTON MANAGEMENT CO 10100.01%0.03%0.11%Q3 2013Q4 201510
WEST PACES ADVISORS INC. 730.00%0.00%0.01%Q4 2019Q3 202310
Intercontinental Wealth Advisors, LLC 550.17%0.21%0.30%Q4 2015Q2 202310
PRINCETON CAPITAL MANAGEMENT LLC 720.02%0.28%1.16%Q1 2015Q3 20199
DIXON HUBARD FEINOUR & BROWN INC/VA 510.04%0.08%0.09%Q1 2014Q2 20229
GREAT WEST LIFE ASSURANCE CO /CAN/ 990.00%0.00%0.00%Q2 2013Q2 20159
ELEFANTE MICHAEL B 993.36%3.53%3.66%Q4 2012Q4 20149
Pinnacle Summer Investments, Inc. 810.13%0.15%0.18%Q2 2013Q3 20159
RS INVESTMENT MANAGEMENT CO LLC 990.00%0.02%0.06%Q3 2013Q3 20159
Markel Corporation 990.01%0.01%0.01%Q1 2016Q1 20189
Paloma Partners Management Co 310.00%0.02%0.10%Q2 2015Q4 20219
MARIETTA INVESTMENT PARTNERS LLC 510.05%0.31%0.59%Q4 2014Q3 20239
COOKSON PEIRCE & CO INC 710.02%0.15%1.02%Q4 2018Q3 20239
LEUTHOLD GROUP, LLC 540.06%0.07%0.09%Q4 2019Q2 20239
LUCAS CAPITAL MANAGEMENT 630.07%0.12%0.21%Q2 2014Q1 20189
Timber Hill LLC 310.00%0.02%0.11%Q4 2014Q1 20189
Boit C F David 540.71%0.81%0.89%Q2 2021Q3 20239
River Road Asset Management, LLC 510.00%0.00%0.01%Q3 2017Q4 20209
INVESTMENT CENTERS OF AMERICA INC 810.03%0.05%0.07%Q1 2015Q3 20179
Legacy Private Trust Co. 630.03%0.07%0.15%Q2 2014Q4 20199
Magnetar Financial LLC 420.09%0.48%2.08%Q1 2019Q3 20239
Beech Hill Advisors, Inc. 991.40%1.88%2.30%Q2 2013Q2 20159
Clal Insurance Enterprises Holdings Ltd 990.02%0.29%0.70%Q4 2014Q4 20169
Visium Asset Management, LP 710.00%0.09%0.25%Q2 2013Q1 20169
Stanford Investment Group, Inc. 990.01%0.01%0.01%Q4 2014Q4 20169
Crow Point Partners, LLC 330.01%0.03%0.06%Q1 2014Q1 20179
MANAGED ACCOUNT ADVISORS LLC 990.31%0.39%0.43%Q2 2013Q2 20159
INTEGRAL DERIVATIVES, LLC 310.00%0.01%0.02%Q4 2013Q4 20179
Private Wealth Advisors, Inc. 990.12%0.13%0.14%Q3 2013Q3 20159
HRT FINANCIAL LP 310.00%0.03%0.14%Q2 2016Q3 20239
JCIC Asset Management Inc. 990.01%0.02%0.03%Q3 2018Q3 20209
ROCKY MOUNTAIN ADVISERS, LLC 990.01%0.01%0.02%Q3 2014Q3 20169
American National Registered Investment Advisor, Inc. 990.10%0.11%0.12%Q4 2013Q4 20159
BNP Paribas Asset Management Holding S.A. 810.01%0.02%0.02%Q2 2013Q1 20189
Clean Yield Group 310.00%0.01%0.02%Q1 2015Q3 20209
Modera Wealth Management, LLC 720.01%0.02%0.02%Q4 2020Q3 20239
Chicago Partners Investment Group LLC 990.02%0.04%0.06%Q3 2016Q3 20189
Edge Wealth Management LLC 990.07%0.07%0.09%Q2 2013Q2 20159
Tillar-Wenstrup Advisors, LLC 541.54%1.94%2.29%Q4 2013Q3 20169
INVESTORS TRUST INC 990.87%1.83%2.99%Q2 2013Q2 20159
Tortoise Investment Management, LLC 610.00%0.01%0.02%Q4 2012Q2 20169
St. Johns Investment Management Company, LLC 990.00%0.00%0.01%Q4 2016Q4 20189
Hikari Power Ltd 990.04%0.06%0.07%Q1 2014Q1 20169
Elite Wealth Management, Inc. 990.02%0.09%0.14%Q3 2012Q3 20149
Summit Financial Wealth Advisors, LLC 990.06%0.07%0.09%Q3 2018Q3 20209
Integrated Wealth Management 990.08%0.12%0.17%Q1 2015Q1 20179
CWA Asset Management Group, LLC 990.12%0.31%0.37%Q4 2018Q4 20209
PERSONAL CFO SOLUTIONS, LLC 990.00%0.07%0.12%Q3 2019Q3 20219
Bredin Investment LLC 990.31%0.39%0.44%Q4 2017Q4 20199
abrdn plc 990.00%0.01%0.04%Q3 2017Q3 20199
Kovack Advisors, Inc. 410.03%0.06%0.09%Q4 2017Q1 20219
CreativeOne Wealth, LLC 330.01%0.02%0.02%Q4 2020Q2 20239
Brand Asset Management Group, Inc. 990.00%0.00%0.00%Q1 2019Q1 20219
SlateStone Wealth, LLC 990.13%0.22%0.64%Q4 2018Q4 20209
Artemis Wealth Advisors, LLC 990.01%0.01%0.02%Q4 2019Q4 20219
PFG Private Wealth Management, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Laidlaw Wealth Management LLC 720.04%0.05%0.08%Q4 2020Q1 20239
Moser Wealth Advisors, LLC 990.55%0.75%1.04%Q4 2019Q4 20219
U.S. Capital Wealth Advisors, LLC 990.31%0.40%0.46%Q3 2021Q3 20239
Intrua Financial, LLC 990.05%0.07%0.08%Q1 2021Q1 20239
Annapolis Financial Services, LLC 540.00%0.00%0.01%Q4 2020Q3 20239
Optiver Holding B.V. 410.00%0.02%0.07%Q1 2021Q3 20239
Pallas Capital Advisors LLC 990.02%0.05%0.08%Q1 2021Q1 20239
Eagle Bay Advisors LLC 630.01%0.04%0.10%Q2 2021Q3 20239
TUCKER ASSET MANAGEMENT LLC 720.00%0.00%0.02%Q4 2020Q3 20239
Five Oceans Advisors 990.18%0.33%0.48%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.10%0.11%0.12%Q4 2021Q4 20239
BANCORPSOUTH INC 810.02%0.04%0.05%Q1 2014Q2 20169
RUSSELL FRANK CO/ 420.01%0.04%0.07%Q2 2013Q1 20169
JAMES INVESTMENT RESEARCH INC 420.00%0.00%0.00%Q2 2013Q3 20209
TURNER INVESTMENTS LLC 990.01%0.29%1.44%Q3 2014Q3 20169
TIAA CREF INVESTMENT MANAGEMENT LLC 610.01%0.03%0.08%Q2 2013Q1 20199
DOHENY ASSET MANAGEMENT /CA 510.12%0.27%0.52%Q4 2014Q1 20199
Ameritas Investment Company, LLC 420.00%0.02%0.05%Q4 2018Q3 20219
Capital Investment Counsel, Inc 880.12%0.13%0.15%Q2 2013Q1 20158
REGATTA CAPITAL GROUP, LLC 880.13%0.15%0.16%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Marks Group Wealth Management, Inc 510.03%0.05%0.06%Q4 2019Q3 20238
Autus Asset Management, LLC 440.05%0.10%0.18%Q1 2015Q4 20198
Forum Financial Management, LP 880.05%0.08%0.11%Q4 2021Q3 20238
Maple Capital Management, Inc. 410.04%0.06%0.08%Q1 2015Q4 20198
KB FINANCIAL PARTNERS, LLC 620.01%0.12%0.25%Q1 2021Q1 20238
Minot Wealth Management LLC 880.06%0.38%0.82%Q4 2019Q3 20218
Nuveen Asset Management, LLC 610.00%0.00%0.01%Q4 2016Q1 20208
Quent Capital, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Yellowstone Partners, LLC 620.12%0.22%0.31%Q4 2014Q4 20178
BAIRD ROBERT W & CO INC /WI/ 880.07%0.32%0.71%Q2 2013Q1 20158
XML Financial, LLC 530.13%0.14%0.15%Q3 2021Q3 20238
Ferris Capital, LLC 880.02%0.18%0.41%Q2 2017Q1 20198
Mystic Asset Management, Inc. 880.39%0.47%0.54%Q4 2021Q3 20238
Redwood Investment Management, LLC 410.08%0.14%0.21%Q4 2017Q3 20218
Castleview Partners, LLC 710.00%0.02%0.06%Q2 2021Q3 20238
Blackhawk Capital Partners LLC. 320.14%0.26%0.50%Q4 2017Q4 20208
Ranch Capital Advisors Inc. 880.01%0.01%0.01%Q4 2019Q3 20218
Ascent Group, LLC 880.04%0.07%0.08%Q4 2021Q3 20238
Savior LLC 880.01%0.03%0.06%Q4 2019Q3 20218
Grassi Investment Management 880.06%0.93%1.26%Q1 2019Q4 20208
YOUSIF CAPITAL MANAGEMENT, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Winfield Associates, Inc. 880.03%0.04%0.04%Q1 2016Q4 20178
Summit Trail Advisors, LLC 410.01%0.09%0.25%Q4 2017Q3 20238
Olympiad Research LP 880.07%0.12%0.18%Q4 2020Q3 20228
apricus wealth, LLC 881.83%2.23%2.57%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.22%0.24%0.26%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.02%0.03%0.04%Q4 2021Q3 20238
Mill Capital Management, LLC 880.07%0.08%0.09%Q4 2021Q3 20238
MV CAPITAL MANAGEMENT, INC. 710.00%0.00%0.00%Q4 2014Q3 20238
PRIVATE CAPITAL MANAGEMENT INC 880.42%0.71%0.98%Q4 2015Q3 20178
EverSource Wealth Advisors, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
RFG Advisory, LLC 510.03%0.10%0.18%Q1 2017Q4 20208
Trexquant Investment LP 210.03%0.16%0.34%Q1 2018Q2 20238
NATIONAL BANK OF CANADA /FI/ 880.02%0.04%0.06%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.40%0.57%0.84%Q2 2013Q1 20158
Squar Milner Financial Services LLC 880.08%0.12%0.20%Q2 2018Q1 20208
Meridian Wealth Advisors, LLC 410.03%0.06%0.09%Q4 2018Q3 20238
Washington Trust Advisors, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Inscription Capital, LLC 710.07%0.23%0.36%Q4 2018Q2 20218
ERTS Wealth Advisors, LLC 880.08%0.23%0.41%Q4 2018Q3 20208
KENFARB & CO. 880.27%0.32%0.39%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Hendershot Investments Inc. 880.05%0.05%0.06%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.20%0.24%0.30%Q4 2021Q3 20238
CAMG Solamere Management, LLC 880.13%0.30%0.42%Q4 2016Q3 20188
VALLEY WEALTH MANAGERS, INC. 510.00%0.04%0.07%Q4 2013Q1 20238
EASTERN BANK 880.02%0.02%0.03%Q1 2014Q4 20158
WEST BANCORPORATION INC 440.00%0.01%0.03%Q4 2019Q3 20228
Rex Capital Advisors, LLC 880.19%0.27%0.30%Q2 2013Q1 20158
VICUS CAPITAL 880.03%0.04%0.04%Q4 2021Q3 20238
Holistic Financial Partners 420.10%0.21%0.37%Q4 2017Q2 20228
Palo Capital, Inc. 880.18%0.25%0.33%Q1 2017Q4 20188
KEMPER Corp 880.09%0.36%0.44%Q2 2013Q1 20158
Ameritas Advisory Services, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
Bain Capital Public Equity Management, LLC 420.02%3.62%8.35%Q2 2017Q1 20198
MMBG INVESTMENT ADVISORS CO. 880.03%0.05%0.07%Q4 2021Q3 20238
Foresight Wealth Management, LLC 880.01%0.12%0.17%Q4 2020Q3 20228
KCS Wealth Advisory 880.12%0.27%0.44%Q4 2017Q3 20198
UMB Bank, n.a. 880.02%0.02%0.02%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Personal Capital Advisors Corp 620.00%0.00%0.00%Q4 2019Q4 20218
Marietta Wealth Management, LLC 880.30%0.39%0.54%Q4 2016Q3 20188
Semper Trust Co. 880.12%0.19%0.24%Q3 2013Q2 20158
Measured Wealth Private Client Group, LLC 710.12%0.29%0.43%Q2 2018Q3 20208
Horizon Investments, LLC 620.03%0.08%0.18%Q2 2017Q2 20208
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
WULFF, HANSEN & CO. 880.29%0.33%0.38%Q4 2021Q3 20238
Teamwork Financial Advisors, LLC 880.06%0.09%0.17%Q1 2020Q4 20218
New Capital Management LP 880.01%0.02%0.03%Q4 2016Q3 20188
Kore Private Wealth LLC 320.00%0.02%0.04%Q4 2018Q3 20218
Csenge Advisory Group 510.00%0.03%0.07%Q3 2018Q3 20238
Baldrige Asset Management LLC 880.02%0.02%0.02%Q2 2021Q1 20238
FIRST COMMUNITY TRUST NA 880.01%0.01%0.02%Q4 2021Q3 20238
ARVEST TRUST CO N A 880.05%0.12%0.18%Q4 2021Q3 20238
Lombard Odier & Cie (Canada), Limited Partnership 880.12%0.26%0.55%Q4 2013Q3 20158
PARADIGM ASSET MANAGEMENT CO LLC 880.07%0.08%0.11%Q4 2021Q3 20238
Investors Capital Advisory Services 880.04%0.07%0.10%Q3 2014Q2 20168
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.02%0.03%Q1 2019Q4 20208
WMS Partners, LLC 620.04%0.06%0.07%Q1 2015Q3 20208
DAVIDSON INVESTMENT ADVISORS 880.00%0.00%0.02%Q1 2015Q4 20168
Dougherty Wealth Advisers LLC 880.17%0.19%0.23%Q4 2018Q3 20208
City State Bank 880.04%0.05%0.05%Q4 2021Q3 20238
Selective Wealth Management, Inc. 880.00%0.01%0.02%Q2 2020Q1 20228
Phocas Financial Corp. 880.42%0.65%0.76%Q2 2013Q1 20158
West Family Investments, Inc. 620.24%0.30%0.38%Q2 2021Q3 20238
Stiles Financial Services Inc 880.11%0.14%0.16%Q4 2021Q3 20238
WOLFF WIESE MAGANA LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.06%0.27%0.37%Q2 2018Q2 20208
MAVERICK CAPITAL LTD 410.00%0.43%0.84%Q2 2013Q1 20218
Bangor Savings Bank 710.04%0.09%0.10%Q3 2019Q3 20238
Schechter Investment Advisors, LLC 880.12%0.17%0.23%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.01%0.02%0.06%Q4 2021Q3 20238
Seelaus Asset Management LLC 880.18%0.22%0.26%Q4 2017Q3 20198
TD Waterhouse Canada Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Clark Capital Management Group, Inc. 420.04%0.34%0.56%Q2 2013Q3 20238
Santa Fe Partners LLC 710.05%0.31%0.52%Q2 2013Q3 20158
Benchmark Investment Advisors LLC 880.31%0.35%0.39%Q4 2021Q3 20238
BAILARD, INC. 880.03%0.03%0.04%Q1 2019Q4 20208
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.02%0.05%0.08%Q1 2020Q3 20238
WFA Asset Management Corp 880.01%0.01%0.01%Q4 2021Q3 20238
FourThought Financial, LLC 880.08%0.68%1.25%Q4 2020Q3 20228
CHILTON INVESTMENT CO INC. 620.01%0.01%0.02%Q3 2013Q3 20238
Bank of Kentucky, Inc. 880.03%0.04%0.05%Q2 2013Q1 20158
STERNE AGEE GROUP, INC. 880.12%0.36%0.60%Q2 2013Q1 20158
Aaron Wealth Advisors LLC 410.02%0.08%0.15%Q1 2021Q3 20238
Stephens Consulting, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Keystone Financial Services 880.26%0.29%0.33%Q4 2021Q3 20238
Vise Technologies, Inc. 880.06%0.31%0.40%Q4 2021Q3 20238
MILLIE CAPITAL MANAGEMENT, LLC 881.19%1.38%1.51%Q4 2014Q3 20168
Fragasso Group Inc. 530.06%0.59%1.00%Q4 2013Q4 20198
PURSUE WEALTH PARTNERS LLC 880.10%0.17%0.22%Q4 2021Q3 20238
WealthPLAN Partners, LLC 210.00%0.01%0.04%Q1 2015Q2 20238
Allen Investment Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.02%0.03%0.03%Q4 2021Q3 20238
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 310.01%0.02%0.04%Q3 2019Q3 20238
ALLEGHANY CORP /DE 880.08%0.09%0.10%Q2 2013Q1 20158
Capital Advisory Group Advisory Services, LLC 710.00%0.00%0.01%Q1 2020Q1 20228
HAZLETT, BURT & WATSON, INC. 770.12%0.14%0.16%Q1 2022Q3 20237
Prime Capital Investment Advisors, LLC 410.00%0.01%0.01%Q4 2017Q3 20237
Quantitative Systematic Strategies LLC 210.08%0.35%0.87%Q4 2015Q2 20207
CSS LLC/IL 770.01%0.01%0.01%Q2 2014Q4 20157
Winthrop Partners - WNY, LLC 770.08%0.09%0.10%Q1 2018Q3 20197
Edge Advisors, LLC 770.36%0.63%0.81%Q4 2016Q2 20187
Marble Harbor Investment Counsel, LLC 310.04%0.05%0.05%Q2 2014Q1 20197
NorthCrest Asset Manangement, LLC 610.02%0.13%0.22%Q4 2021Q3 20237
Covestor Ltd 770.00%0.00%0.00%Q1 2022Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.06%0.08%0.09%Q4 2021Q2 20237
JENNISON ASSOCIATES LLC 430.02%0.08%0.27%Q1 2015Q1 20207
Bank of New Hampshire 770.00%0.01%0.01%Q1 2022Q3 20237
HB Wealth Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.02%0.02%0.03%Q4 2021Q3 20237
BROOKTREE CAPITAL MANAGEMENT 770.14%0.56%0.91%Q4 2019Q2 20217
SHAPIRO ROBERT N 770.31%0.48%0.71%Q2 2013Q4 20147
WCG Wealth Advisors LLC 660.02%0.23%0.35%Q2 2022Q3 20237
Dorsey Wright & Associates 770.52%0.85%1.11%Q1 2019Q3 20207
Bard Financial Services, Inc. 770.04%0.05%0.06%Q4 2020Q2 20227
MIDAS MANAGEMENT CORP 430.11%0.14%0.16%Q2 2013Q1 20157
Round Rock Advisors, LLC 770.10%0.13%0.14%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MYCIO WEALTH PARTNERS, LLC 770.00%0.01%0.01%Q1 2015Q3 20167
Spears Abacus Advisors LLC 770.02%0.03%0.03%Q1 2014Q3 20157
NORTHCAPE WEALTH MANAGEMENT, LLC 430.25%0.31%0.36%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
Dominick & Dominick LLC 771.21%1.38%1.52%Q2 2013Q4 20147
Cypress Wealth Advisors LLC 770.32%0.40%0.58%Q3 2015Q1 20177
Stratos Wealth Advisors, LLC 430.03%0.05%0.06%Q2 2021Q3 20237
FOUNDERS BANK & TRUST 770.44%0.54%0.62%Q2 2013Q4 20147
Destiny Wealth Partners, LLC 610.00%0.00%0.01%Q4 2020Q4 20227
Opal Wealth Advisors, LLC 430.14%0.15%0.21%Q4 2021Q3 20237
Straight Path Wealth Management 430.17%0.19%0.22%Q4 2021Q3 20237
Argentus Capital Management, LLC 520.05%0.20%0.31%Q3 2013Q4 20157
Parisi Gray Wealth Management 610.02%0.03%0.04%Q4 2017Q2 20217
Mach-1 Financial Group, LLC 430.00%0.01%0.02%Q4 2020Q3 20227
1620 INVESTMENT ADVISORS, INC. 770.76%0.90%0.97%Q4 2021Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.10%0.18%0.27%Q1 2021Q4 20227
JEPPSON WEALTH MANAGEMENT, LLC 610.04%0.22%0.30%Q3 2020Q3 20237
Rockbridge Investment Management, LCC 770.00%0.01%0.01%Q2 2020Q4 20217
Retirement Planning Co of New England, Inc. 770.11%0.15%0.16%Q4 2021Q2 20237
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 772.45%2.69%3.04%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Charles Schwab Investment Advisory, Inc. 770.54%0.61%0.67%Q2 2018Q4 20197
Li Winifred I 770.22%0.42%0.71%Q2 2013Q4 20147
Placemark Investments, Inc. 770.24%0.35%0.46%Q2 2013Q4 20147
Scott & Selber, Inc. 770.36%0.41%0.44%Q1 2022Q3 20237
Arbor Wealth Management, LLC 610.01%0.94%1.47%Q4 2015Q2 20197
Yorktown Management & Research Co Inc 610.03%0.08%0.10%Q1 2016Q1 20187
NumerixS Investment Technologies Inc 410.00%0.04%0.14%Q1 2016Q1 20207
Adams Chetwood Wealth Management LLC 770.14%0.20%0.24%Q4 2019Q2 20217
BEDDOW CAPITAL MANAGEMENT INC 770.20%0.23%0.28%Q1 2022Q3 20237
Partnervest Advisory Services LLC 510.06%0.07%0.08%Q2 2013Q3 20207
SOUND SHORE MANAGEMENT INC /CT/ 772.12%2.37%2.70%Q2 2013Q4 20147
Peregrine Asset Advisers, Inc. 320.14%0.17%0.22%Q3 2014Q1 20187
Dynamic Technology Lab Private Ltd 210.03%0.13%0.68%Q4 2011Q2 20237
COMERICA SECURITIES INC 510.06%0.10%0.15%Q4 2014Q4 20187
TCF National Bank 770.11%0.12%0.13%Q3 2019Q1 20217
COUNTRY CLUB BANK /GFN 770.27%0.40%0.55%Q1 2022Q3 20237
CONCORD ASSET MANAGEMENT LLC 772.79%2.98%3.15%Q2 2013Q4 20147
Arden Trust Co 770.27%0.33%0.40%Q2 2019Q4 20207
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
PHILADELPHIA INTERNATIONAL ADVISORS LP 771.82%2.01%2.44%Q2 2013Q4 20147
GHP Investment Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
GREAT VALLEY ADVISOR GROUP, INC. 520.01%0.02%0.02%Q3 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.05%0.08%Q2 2013Q4 20147
Western Wealth Management, LLC 310.01%0.05%0.11%Q4 2018Q3 20227
AMERICAN NATIONAL BANK & TRUST CO /VA/ 770.13%0.30%0.41%Q2 2014Q4 20157
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.01%0.01%Q1 2022Q3 20237
AFAM CAPITAL, INC. 770.82%0.93%1.01%Q2 2013Q4 20147
Cedar Brook Financial Partners, LLC 210.05%0.09%0.15%Q4 2018Q2 20237
COLDSTREAM CAPITAL MANAGEMENT INC 430.01%0.02%0.02%Q4 2021Q3 20237
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 770.00%0.45%0.75%Q2 2013Q4 20147
TEALWOOD ASSET MANAGEMENT INC 771.08%1.18%1.29%Q2 2022Q4 20237
HOLLENCREST CAPITAL MANAGEMENT 430.00%0.03%0.10%Q2 2015Q3 20237
Goelzer Investment Management, Inc. 770.07%0.08%0.08%Q1 2019Q3 20207
MACROVIEW INVESTMENT MANAGEMENT LLC 610.00%0.01%0.04%Q2 2013Q2 20177
ABNER HERRMAN & BROCK LLC 430.05%0.08%0.10%Q1 2014Q4 20167
Eagle Strategies LLC 430.06%0.07%0.09%Q4 2021Q3 20237
SYMPHONY ASSET MANAGEMENT LLC 610.02%0.07%0.17%Q4 2013Q4 20157
MANCHESTER FINANCIAL INC 610.02%0.03%0.04%Q2 2019Q1 20217
PDT Partners, LLC 510.02%0.58%2.03%Q2 2013Q3 20157
Hotaling Investment Management, LLC 310.08%0.11%0.14%Q3 2020Q4 20227
Oxbow Advisors, LLC 770.85%1.02%1.26%Q2 2020Q4 20217
TREVOR STEWART BURTON & JACOBSEN INC 770.18%1.59%3.12%Q2 2014Q4 20157
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.03%Q4 2020Q2 20227
CGOV Asset Management 773.20%3.63%4.08%Q3 2016Q1 20187
Walleye Capital LLC 310.01%0.05%0.19%Q3 2018Q3 20237
Financial & Tax Architects, LLC 410.09%0.12%0.20%Q1 2021Q3 20237
BAXTER BROS INC 770.08%0.09%0.10%Q2 2014Q4 20157
King Wealth Management Group 520.06%0.18%0.36%Q3 2019Q3 20237
Vectors Research Management, LLC 770.00%0.00%0.00%Q3 2018Q1 20207
CINQUE PARTNERS LLC 771.06%1.10%1.19%Q2 2013Q4 20147
Landmark Bank 770.09%0.22%0.27%Q2 2018Q4 20197
McAdams Wright Ragen, Inc. 660.03%0.04%0.05%Q2 2013Q3 20146
Arlington Partners LLC 310.00%0.21%1.21%Q1 2021Q3 20236
Employees Retirement System of Texas 660.02%0.04%0.07%Q4 2021Q1 20236
MATRIX PRIVATE CAPITAL GROUP LLC 510.11%0.23%0.36%Q4 2019Q2 20216
New Millennium Group LLC 660.02%0.05%0.07%Q2 2022Q3 20236
PITCAIRN CO 420.02%0.05%0.11%Q4 2015Q1 20236
Glassy Mountain Advisors, Inc. 311.58%1.84%2.06%Q4 2021Q3 20236
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Worth Asset Management, LLC 660.01%0.02%0.05%Q1 2022Q2 20236
Southland Equity Partners LLC 410.08%0.09%0.10%Q4 2021Q3 20236
Altrius Capital Management Inc 661.35%1.90%2.12%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
Kalos Management, Inc. 510.01%0.10%0.13%Q4 2015Q3 20206
MITCHELL CAPITAL MANAGEMENT CO 660.06%0.06%0.06%Q2 2020Q3 20216
GIRARD PARTNERS LTD. 330.04%0.04%0.05%Q3 2017Q1 20196
Clarus Wealth Advisors 660.05%0.12%0.37%Q2 2018Q3 20196
Crosspoint Capital Strategies, LLC 420.00%0.02%0.06%Q4 2013Q4 20156
G&S Capital LLC 660.01%1.30%2.27%Q4 2018Q1 20206
BANK OF NOVA SCOTIA 660.01%0.02%0.02%Q3 2014Q4 20156
Kernodle & Katon Asset Management Group, LLC 660.03%0.05%0.07%Q4 2015Q1 20176
KMS FINANCIAL SERVICES, INC 660.14%0.21%0.29%Q2 2013Q3 20146
Sheaff Brock Investment Advisors, LLC 420.03%0.03%0.03%Q4 2015Q3 20176
Retirement Group, LLC 420.01%0.01%0.01%Q1 2022Q3 20236
PROFFITT & GOODSON INC 660.00%0.00%0.01%Q2 2020Q3 20216
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
LITTLE HOUSE CAPITAL LLC 660.47%0.56%0.75%Q4 2018Q1 20206
TIVERTON ASSET MANAGEMENT LLC 660.01%0.02%0.02%Q2 2018Q3 20196
Stifel Trust Company, N.A. 660.80%0.85%0.92%Q2 2013Q3 20146
Shorepoint Capital Partners LLC 661.25%1.41%1.65%Q1 2019Q2 20206
SignalPoint Asset Management, LLC 660.07%0.10%0.14%Q2 2020Q3 20216
VICTORY CAPITAL MANAGEMENT INC 310.00%0.01%0.02%Q1 2018Q3 20236
Voit & Company, LLC 440.00%0.64%1.39%Q4 2019Q3 20206
Ausdal Financial Partners, Inc. 510.01%0.09%0.15%Q4 2015Q3 20186
Madden Advisory Services, Inc. 420.00%0.01%0.01%Q4 2013Q3 20156
ARGENT TRUST COMPANY, N.A. 420.40%0.44%0.50%Q2 2013Q3 20156
MASON STREET ADVISORS, LLC 660.05%0.05%0.06%Q3 2013Q4 20146
South Dakota Investment Council 510.01%0.02%0.02%Q1 2016Q4 20216
Arthur Zaske & Associates, LLC 660.18%0.28%0.40%Q3 2016Q4 20176
Y-Intercept (Hong Kong) Ltd 660.05%0.22%0.54%Q2 2021Q3 20226
SEI TRUST CO 660.23%0.25%0.26%Q2 2013Q3 20146
Jackson Wealth Management, LLC 660.47%0.54%0.57%Q4 2014Q1 20166
Tranquility Partners, LLC 660.21%0.38%0.46%Q2 2019Q3 20206
FIRST NATIONAL TRUST CO 660.04%0.04%0.06%Q2 2014Q3 20156
Destination Wealth Management 660.00%0.00%0.01%Q1 2018Q2 20196
Kathmere Capital Management, LLC 420.05%0.12%0.17%Q1 2022Q3 20236
Atlas Private Wealth Management 660.01%0.01%0.02%Q4 2019Q1 20216
Maven Securities LTD 310.14%0.43%0.97%Q4 2016Q4 20196
Value Partners Investments Inc. 660.02%0.03%0.03%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.02%0.04%Q4 2019Q3 20236
Houlihan Financial Resource Group, Ltd. 310.11%0.18%0.25%Q4 2019Q3 20236
BOK Financial Private Wealth, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.02%0.02%0.03%Q2 2013Q3 20146
Aquatic Capital Management LLC 420.01%0.17%0.42%Q4 2021Q2 20236
ATHERTON LANE ADVISERS, LLC 660.01%0.01%0.01%Q1 2014Q2 20156
DELPHI MANAGEMENT INC /MA/ 411.13%1.30%1.63%Q1 2021Q2 20236
Eudaimonia Partners, LLC 660.01%0.03%0.05%Q4 2019Q1 20216
Grant/GrossMendelsohn, LLC 420.21%0.28%0.33%Q1 2022Q3 20236
Founders Capital Management 660.81%2.10%2.40%Q1 2017Q2 20186
Jane Street Holding, LLC 330.00%0.04%0.06%Q2 2013Q4 20136
RENAISSANCE GROUP LLC 660.40%0.48%0.57%Q3 2019Q4 20206
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
WADDELL & REED FINANCIAL INC 420.04%0.10%0.16%Q1 2016Q2 20196
Heritage Trust Co 660.01%0.01%0.02%Q3 2017Q4 20186
Aldebaran Financial Inc. 210.21%0.22%0.25%Q4 2013Q4 20156
GoalVest Advisory LLC 310.00%0.07%0.24%Q4 2020Q4 20236
DRW Securities, LLC 410.00%0.02%0.08%Q4 2021Q3 20236
InterOcean Capital Group, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Campbell & CO Investment Adviser LLC 210.12%0.40%0.98%Q2 2013Q2 20236
Cerro Pacific Wealth Advisors LLC 510.14%0.27%0.50%Q4 2020Q2 20226
McCarthy Asset Management, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
COMMUNITY BANK SYSTEM, INC. 660.71%0.75%0.79%Q2 2013Q3 20146
Goepper Burkhardt LLC 410.12%0.14%0.17%Q4 2020Q3 20236
Hirtle Callaghan & Co LLC 660.05%0.08%0.14%Q3 2013Q4 20146
Delek Group, Ltd. 660.27%0.36%0.48%Q4 2017Q1 20196
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 310.00%0.01%0.02%Q2 2015Q1 20226
Liberty Capital Management, Inc. 660.01%0.01%0.01%Q3 2016Q4 20176
Freedman Financial Associates, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Arvest Bank Trust Division 660.02%0.04%0.05%Q2 2020Q3 20216
Alyeska Investment Group, L.P. 660.66%0.73%0.79%Q3 2018Q4 20196
B. Metzler seel. Sohn & Co. AG 660.01%0.01%0.01%Q2 2022Q3 20236
Avantax Planning Partners, Inc. 210.01%0.02%0.02%Q4 2016Q2 20206
BANK OF THE WEST 510.03%0.06%0.07%Q4 2014Q1 20186
Naviter Wealth, LLC 660.66%0.77%0.86%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
MARSICO CAPITAL MANAGEMENT LLC 510.06%0.16%0.22%Q4 2014Q3 20236
Corsicana & Co. 660.00%0.00%0.00%Q2 2021Q3 20226
Engineers Gate Manager LP 220.02%0.02%0.04%Q4 2019Q3 20236
SAL Trading, LLC 210.62%2.09%4.77%Q1 2022Q3 20236
Essex LLC 420.06%0.06%0.07%Q4 2021Q3 20236
MARYLAND CAPITAL ADVISORS INC. 660.01%0.01%0.02%Q2 2022Q3 20236
Hansberger Growth Investors, LP 662.47%3.75%5.19%Q2 2019Q3 20206
DGS Capital Management, LLC 660.30%0.58%0.90%Q4 2021Q1 20236
Carolina Wealth Advisors, LLC 410.00%0.00%0.01%Q3 2020Q2 20225
WealthStone, Inc. 410.10%0.16%0.36%Q2 2019Q1 20215
ADVISOR PARTNERS II, LLC 550.10%0.12%0.13%Q3 2022Q3 20235
Colonial Trust Co / SC 550.08%0.08%0.09%Q3 2022Q3 20235
Baldwin Investment Management, LLC 210.04%0.06%0.08%Q1 2015Q4 20205
AHL INVESTMENT MANAGEMENT, INC. 410.02%0.54%0.68%Q4 2021Q1 20235
HABERER REGISTERED INVESTMENT ADVISOR INC 550.00%0.00%0.00%Q3 2013Q3 20145
Equitable Holdings, Inc. 320.00%0.01%0.01%Q4 2019Q3 20235
ADVISORY RESEARCH INC 550.08%0.31%0.40%Q1 2017Q1 20185
WealthSpring Partners, LLC 550.19%0.21%0.23%Q3 2022Q3 20235
Paradigm Capital Management, LLC/NV 550.35%0.38%0.44%Q4 2021Q4 20225
Hennion & Walsh Asset Management, Inc. 550.02%0.02%0.03%Q3 2022Q3 20235
Gupta Wealth Management LLC 550.59%0.67%0.78%Q1 2015Q1 20165
Red Tortoise LLC 410.01%0.01%0.01%Q3 2021Q3 20235
Sather Financial Group Inc 550.07%0.08%0.10%Q2 2017Q2 20185
Standard Family Office LLC 210.01%0.26%0.82%Q4 2020Q3 20225
LILLEY & CO 550.17%0.29%0.38%Q2 2013Q2 20145
Belmont Capital, LLC 550.01%0.04%0.17%Q3 2022Q3 20235
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 320.01%0.02%0.03%Q1 2016Q1 20215
Homrich & Berg 550.02%0.02%0.04%Q3 2017Q3 20185
Euclid Advisors LLC 550.03%0.11%0.30%Q3 2014Q3 20155
ELLINGTON MANAGEMENT GROUP LLC 310.06%0.12%0.21%Q3 2016Q1 20205
ISLAY CAPITAL MANAGEMENT, LLC 550.02%0.02%0.03%Q4 2019Q4 20205
ICW Investment Advisors LLC 550.15%0.17%0.19%Q4 2019Q4 20205
Privium Fund Management B.V. 550.28%0.34%0.41%Q3 2022Q3 20235
Harfst & Associates, Inc. 320.01%0.07%0.14%Q2 2015Q2 20175
Cassady Schiller Wealth Management, LLC 410.04%0.05%0.05%Q4 2021Q3 20235
C M BIDWELL & ASSOCIATES LTD 320.13%0.19%0.33%Q3 2017Q1 20205
Klingman & Associates, LLC 410.01%0.01%0.02%Q2 2015Q3 20235
Procyon Advisors, LLC 320.03%0.07%0.16%Q4 2019Q3 20235
SELDON CAPITAL LP 550.06%0.07%0.09%Q4 2021Q4 20225
FIRST NEW YORK SECURITIES LLC /NY 310.13%0.63%1.26%Q2 2013Q3 20155
LODESTAR INVESTMENT COUNSEL LLC/IL 550.96%1.29%1.43%Q1 2015Q1 20165
Meristem Family Wealth, LLC 210.06%0.07%0.08%Q1 2018Q2 20205
FSB PREMIER WEALTH MANAGEMENT, INC. 410.06%0.12%0.17%Q4 2021Q3 20235
Liontrust Investment Partners LLP 320.01%0.12%0.29%Q2 2022Q3 20235
Penn Mutual Asset Management, LLC 550.36%0.39%0.42%Q3 2022Q3 20235
HONEYWELL INTERNATIONAL INC 550.23%0.40%0.66%Q1 2016Q1 20175
SAMLYN CAPITAL, LLC 410.44%0.56%0.83%Q1 2017Q2 20195
Canton Hathaway, LLC 410.01%0.02%0.04%Q1 2019Q3 20205
BRIDGES INVESTMENT MANAGEMENT INC 550.02%0.03%0.04%Q3 2018Q3 20195
Princeton Alpha Management LP 320.07%0.12%0.15%Q3 2014Q1 20175
Cadence Bank 550.04%0.05%0.06%Q3 2022Q3 20235
WEDGE CAPITAL MANAGEMENT L L P/NC 550.44%0.49%0.52%Q4 2013Q4 20145
Sculati Wealth Management, LLC 550.97%1.12%1.32%Q4 2019Q4 20205
Welch Investments, LLC 552.72%3.13%3.39%Q4 2016Q4 20175
WEALTHFRONT Corp 320.00%0.00%0.01%Q2 2014Q3 20155
MCIA Inc 320.01%0.18%0.40%Q2 2017Q1 20215
Winch Advisory Services, LLC 410.00%0.01%0.01%Q2 2015Q2 20195
Strategic Advisors LLC 320.37%0.43%0.49%Q3 2014Q4 20155
Asio Capital, LLC 550.68%1.02%1.38%Q4 2019Q4 20205
HORIZON BANCORP INC /IN/ 410.01%0.36%0.57%Q4 2019Q4 20225
AXXCESS WEALTH MANAGEMENT, LLC 320.01%0.02%0.02%Q4 2021Q3 20235
Mission Creek Capital Partners, Inc. 550.06%0.10%0.11%Q4 2019Q4 20205
TMD & ASSOCIATES, INC 552.12%2.58%2.81%Q4 2015Q4 20165
Saddle Road Partners, LLC 550.46%0.59%0.74%Q4 2015Q4 20165
Acrospire Investment Management LLC 550.00%0.02%0.05%Q2 2016Q2 20175
Compass Wealth Management LLC 550.52%0.54%0.57%Q4 2022Q4 20235
Wealth Dimensions Group, Ltd. 410.08%0.10%0.17%Q4 2020Q3 20235
Schubert & Co 550.01%0.01%0.01%Q1 2022Q1 20235
Lion Street Advisors, LLC 210.08%0.09%0.11%Q1 2020Q2 20235
Airain ltd 210.01%0.22%0.48%Q2 2015Q1 20175
Crescent Capital Consulting, LLC 550.05%0.06%0.08%Q4 2020Q4 20215
Wagner Wealth Management, LLC 410.00%0.01%0.02%Q4 2017Q1 20215
LYELL WEALTH MANAGEMENT, LP 550.03%0.04%0.04%Q1 2022Q1 20235
Telemark Asset Management, LLC 552.48%3.99%4.68%Q2 2014Q2 20155
Allegis Investment Advisors, LLC 410.03%0.10%0.16%Q4 2015Q1 20185
Human Investing LLC 410.00%0.00%0.01%Q2 2019Q1 20215
CLEARARC CAPITAL INC 550.04%0.11%0.25%Q4 2014Q4 20155
WILMINGTON TRUST CO 550.27%0.28%0.29%Q2 2013Q2 20145
Lourd Capital, LLC 550.09%0.13%0.21%Q4 2017Q4 20185
FIRST HORIZON CORP 410.08%0.11%0.13%Q2 2013Q2 20215
Lebenthal Asset Management, LLC 550.55%0.75%1.45%Q1 2016Q1 20175
Strategic Blueprint, LLC 210.00%0.02%0.03%Q2 2021Q3 20235
Diametric Capital, LP 410.53%2.17%3.70%Q3 2018Q4 20195
Quantinno Capital Management LP 410.05%0.12%0.27%Q4 2021Q3 20235
Traynor Capital Management, Inc. 410.06%0.17%0.32%Q1 2019Q3 20205
BB&T INVESTMENT SERVICES, INC. 550.12%0.14%0.21%Q4 2016Q4 20175
55I, LLC 550.13%0.18%0.26%Q4 2018Q4 20195
Beacon Pointe Wealth Advisors, LLC 550.16%0.22%0.33%Q4 2018Q4 20195
Bain Capital Public Equity Management II, LLC 440.08%4.26%8.30%Q2 2019Q1 20205
Sicart Associates LLC 551.02%1.24%1.41%Q4 2016Q4 20175
True Link Financial Advisors, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Seneca House Advisors 310.16%0.18%0.19%Q4 2017Q2 20205
ANGELES WEALTH MANAGEMENT, LLC 410.04%0.04%0.05%Q1 2022Q3 20235
Jackson, Grant Investment Advisers, Inc. 320.00%0.02%0.08%Q4 2015Q3 20235
Baltimore-Washington Financial Advisors, Inc. 410.00%0.01%0.02%Q4 2013Q1 20155
Oder Investment Management, LLC 310.22%0.25%0.30%Q4 2020Q3 20235
Wilmington Trust, National Association 550.14%0.15%0.16%Q2 2013Q2 20145
Bell Rock Capital LLC 550.00%0.07%0.11%Q4 2018Q4 20195
MONEY CONCEPTS CAPITAL CORP 550.01%0.04%0.06%Q1 2022Q1 20235
Penserra Capital Management LLC 550.00%0.01%0.02%Q3 2022Q3 20235
CIM INVESTMENT MANAGEMENT INC 410.08%0.10%0.19%Q1 2014Q2 20175
Karp Capital Management Corp 410.03%0.10%0.35%Q4 2014Q1 20175
C-J Advisory, Inc. 550.00%0.01%0.01%Q1 2017Q1 20185
Stonegate Investment Group, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
ROMANO BROTHERS AND COMPANY 550.09%0.10%0.12%Q3 2022Q3 20235
RPg Family Wealth Advisory, LLC 320.01%0.02%0.03%Q2 2016Q4 20175
Cornerstone Wealth Group, LLC 550.84%0.87%0.92%Q3 2022Q3 20235
Taylor Wealth Management Partners 320.01%0.01%0.03%Q1 2015Q4 20185
Zullo Investment Group, Inc. 550.04%0.05%0.05%Q4 2021Q4 20225
Zions Trust, National Association 550.02%0.04%0.06%Q4 2013Q4 20145
Kavar Capital Partners, LLC 320.01%0.01%0.01%Q4 2013Q4 20155
Coulter & Justus Financial Services, LLC 410.13%0.17%0.18%Q4 2021Q1 20235
CRA Financial Services, LLC 550.08%0.09%0.11%Q2 2020Q2 20215
Progressive Investment Management Corp 320.00%0.05%0.22%Q2 2013Q1 20155
GREENUP STREET WEALTH MANAGEMENT LLC 210.32%0.46%0.62%Q4 2021Q2 20235
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 410.12%0.25%0.36%Q4 2015Q4 20225
SIMMONS FIRST TRUST CO NA 550.12%0.13%0.16%Q4 2014Q4 20155
TRADITION ASSET MANAGEMENT LLC 551.06%1.45%1.89%Q2 2019Q2 20205
Brandywine Global Investment Management, LLC 550.44%0.45%0.46%Q2 2013Q2 20145
Clearview Wealth Advisors LLC 410.00%0.03%0.04%Q4 2020Q2 20235
IEQ CAPITAL, LLC 320.01%0.01%0.01%Q1 2022Q3 20235
TIEDEMANN ADVISORS, LLC 550.02%0.03%0.04%Q3 2016Q3 20175
ORRSTOWN FINANCIAL SERVICES INC 210.01%0.01%0.01%Q3 2015Q1 20185
YorkBridge Wealth Partners, LLC 320.00%0.03%0.05%Q4 2016Q2 20195
Strategic Capital Group LLC 550.01%0.02%0.03%Q2 2013Q2 20145
Cutler Capital Management, LLC 550.09%0.59%0.80%Q2 2013Q2 20145
Legend Financial Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Banyan Partners, LLC 550.02%0.05%0.10%Q3 2013Q3 20145
Dakota Community Bank & Trust NA 551.20%1.27%1.34%Q3 2022Q3 20235
Knights of Columbus Asset Advisors LLC 550.02%0.03%0.04%Q4 2019Q4 20205
GUARDIAN WEALTH ADVISORS, LLC / NC 410.04%0.04%0.05%Q2 2022Q3 20235
Colonial Trust Advisors 550.01%0.01%0.01%Q3 2022Q3 20235
tru Independence LLC 550.00%0.02%0.04%Q4 2019Q4 20205
Jump Financial, LLC 210.01%0.05%0.12%Q3 2020Q3 20235
ACADIA TRUST NA 221.06%1.89%2.78%Q2 2013Q3 20164
SENTINEL ASSET MANAGEMENT, INC. 440.49%0.51%0.54%Q2 2013Q1 20144
I.G. INVESTMENT MANAGEMENT, LTD. 440.10%0.12%0.18%Q2 2013Q1 20144
FIRST CITIZENS BANK & TRUST CO 440.01%0.01%0.01%Q2 2022Q1 20234
Fosun International Ltd 310.02%0.03%0.05%Q4 2017Q4 20184
Strategic Investment Advisors / MI 440.04%0.06%0.07%Q4 2022Q3 20234
SPOT TRADING L.L.C. 220.01%0.05%0.10%Q2 2017Q3 20174
Main Street Financial Solutions, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 442.20%2.33%2.43%Q4 2022Q3 20234
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 440.04%0.04%0.05%Q2 2013Q1 20144
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
LEO BROKERAGE, LLC 220.05%0.19%0.28%Q1 2022Q2 20234
Riggs Asset Managment Co. Inc. 440.01%0.01%0.02%Q2 2017Q1 20184
Hartford Funds Management Co LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Monument Capital Management 440.03%0.04%0.05%Q4 2017Q3 20184
CHARTWELL INVESTMENT PARTNERS/PA 440.05%0.05%0.06%Q2 2013Q1 20144
Hoover Financial Advisors, Inc. 310.01%0.01%0.02%Q2 2020Q2 20214
FIL Ltd 310.00%0.01%0.01%Q3 2019Q2 20234
Windsor Capital Management, LLC 310.06%0.07%0.08%Q2 2013Q3 20154
SIENA CAPITAL LLC 441.26%1.56%1.70%Q4 2021Q3 20224
Tower View Wealth Management LLC 440.00%0.00%0.00%Q4 2017Q3 20184
IPG Investment Advisors LLC 310.09%0.14%0.29%Q4 2016Q1 20204
Nalls Sherbakoff Group, LLC 310.02%0.03%0.03%Q4 2018Q3 20234
ALTERNA WEALTH MANAGEMENT, INC 210.04%0.21%0.29%Q4 2018Q2 20234
Global Wealth Management Investment Advisory, Inc. 310.00%0.00%0.00%Q1 2020Q2 20224
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q2 2014Q4 20164
ZWJ INVESTMENT COUNSEL INC 440.02%0.02%0.02%Q1 2017Q4 20174
EULAV Asset Management 440.18%0.19%0.20%Q2 2013Q1 20144
StoneX Group Inc. 310.58%1.41%2.13%Q4 2016Q3 20214
BLUE SQUARE ASSET MANAGEMENT, LLC 310.04%0.46%0.70%Q2 2020Q3 20234
Enlightenment Research, LLC 110.29%0.45%0.75%Q4 2018Q4 20214
Catamount Wealth Management 440.01%0.02%0.04%Q3 2015Q2 20164
Better Money Decisions, LLC 310.02%0.03%0.04%Q1 2021Q2 20224
PUTNAM INVESTMENTS LLC 440.01%0.01%0.01%Q2 2013Q1 20144
Golden State Wealth Management, LLC 310.02%0.02%0.03%Q1 2019Q1 20204
RELIANCE TRUST CO 440.14%0.21%0.25%Q2 2013Q1 20144
Core Alternative Capital 310.00%0.00%0.00%Q4 2021Q1 20234
One Wealth Advisors, LLC 210.00%0.01%0.01%Q2 2018Q4 20224
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 440.00%0.09%0.14%Q2 2021Q1 20224
Gitterman Wealth Management, LLC 440.10%0.10%0.11%Q4 2022Q3 20234
Angeles Investment Advisors, LLC 310.02%0.02%0.03%Q4 2021Q3 20234
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 440.00%0.01%0.03%Q2 2014Q1 20154
Beck Bode, LLC 220.04%0.59%1.22%Q1 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.10%0.12%0.13%Q4 2022Q3 20234
Avion Wealth 310.00%0.00%0.00%Q1 2020Q2 20224
KLR INVESTMENT ADVISORS, LLC 440.59%0.82%1.23%Q4 2022Q3 20234
Blueprint Investment Partners LLC 210.05%0.09%0.14%Q3 2021Q1 20234
Steward Financial Group LLC 210.00%0.01%0.01%Q2 2022Q3 20234
BlueCrest Capital Management Ltd 440.01%0.01%0.02%Q2 2018Q1 20194
Ahrens Investment Partners LLC 310.01%0.02%0.04%Q4 2021Q1 20234
Cravens & Co Advisors, LLC 440.29%0.31%0.34%Q4 2022Q3 20234
XR Securities LLC 210.00%0.03%0.10%Q1 2019Q3 20204
CANADA PENSION PLAN INVESTMENT BOARD 210.00%0.01%0.01%Q3 2013Q2 20204
PYA Waltman Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Applied Finance Capital Management, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Park Place Capital Corp 440.10%0.10%0.11%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.05%0.06%0.09%Q4 2022Q3 20234
Integrated Investment Consultants, LLC 310.02%0.04%0.06%Q1 2016Q1 20184
Fairpointe Capital LLC 310.00%0.01%0.03%Q2 2013Q3 20204
Beverly Hills Private Wealth, LLC 440.44%0.48%0.54%Q4 2022Q3 20234
SteelPeak Wealth, LLC 220.01%0.04%0.06%Q2 2022Q3 20234
KNOTT DAVID M 310.06%0.09%0.12%Q3 2018Q3 20194
Financial Freedom, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
VIAWEALTH, LLC 440.22%0.22%0.23%Q4 2022Q3 20234
Stelac Advisory Services LLC 310.03%0.06%0.09%Q3 2018Q3 20234
Grey Fox Wealth Advisors, LLC 440.12%0.15%0.18%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Burgundy Asset Management Ltd. 440.01%0.01%0.01%Q2 2013Q1 20144
Auto-Owners Insurance Co 440.14%0.15%0.15%Q4 2022Q3 20234
MATTERN CAPITAL MANAGEMENT, LLC 220.04%0.05%0.07%Q4 2019Q3 20234
Redwood Wealth Management Group, LLC 440.28%0.30%0.33%Q4 2022Q3 20234
Wealth Quarterback LLC 220.03%0.06%0.11%Q4 2019Q3 20214
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.01%0.01%0.02%Q4 2017Q3 20184
Kennon-Green & Company, LLC 440.99%1.05%1.10%Q4 2022Q3 20234
RMR Wealth Builders 210.01%0.01%0.01%Q4 2019Q1 20214
FSA Wealth Management LLC 310.06%0.09%0.10%Q4 2019Q4 20204
Seascape Capital Management 440.15%0.17%0.20%Q1 2020Q4 20204
Ridgewood Investments LLC 220.08%0.14%0.25%Q1 2020Q2 20234
Quintet Private Bank (Europe) S.A. 310.03%0.03%0.04%Q2 2022Q3 20234
Cornerstone Investment Partners, LLC 220.00%0.01%0.02%Q4 2014Q2 20204
Forza Wealth Management, LLC 440.25%0.27%0.28%Q4 2022Q3 20234
Y.D. More Investments Ltd 440.86%0.94%1.02%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.10%0.13%0.14%Q4 2022Q3 20234
New Hampshire Trust 440.28%0.29%0.31%Q4 2022Q3 20234
First Heartland Consultants, Inc. 210.03%0.06%0.09%Q3 2014Q1 20234
JACKSON SQUARE CAPITAL, LLC 440.01%0.02%0.02%Q4 2019Q3 20204
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.19%0.23%0.26%Q4 2022Q3 20234
DONALDSON CAPITAL MANAGEMENT, LLC 440.04%0.04%0.04%Q4 2014Q3 20154
Legacy Advisors, LLC 210.00%0.01%0.02%Q3 2017Q2 20194
DAYMARK WEALTH PARTNERS, LLC 440.16%0.23%0.34%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
RFP Financial Group LLC 440.08%0.12%0.14%Q4 2022Q3 20234
Ironsides Asset Advisors, LLC 310.11%0.13%0.15%Q4 2015Q4 20164
GREEN ARROW CAPITAL MANAGEMENT LLC 210.16%0.40%0.57%Q2 2013Q3 20144
DRIVE WEALTH MANAGEMENT, LLC 440.13%0.18%0.24%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
TT INTERNATIONAL 440.02%0.04%0.06%Q4 2018Q3 20194
Benchmark Capital Advisors 440.85%0.99%1.14%Q2 2017Q1 20184
Householder Group Estate & Retirement Specialist, LLC 310.01%0.01%0.02%Q3 2022Q3 20234
Brown Miller Wealth Management, LLC 440.13%0.16%0.18%Q4 2020Q3 20214
Sio Capital Management, LLC 211.71%2.13%2.52%Q1 2016Q2 20194
Fund Evaluation Group, LLC 440.14%0.16%0.19%Q4 2017Q3 20184
Corient Private Wealth LLC 440.08%0.10%0.11%Q4 2022Q3 20234
Phoenix Wealth Advisors 440.02%0.02%0.02%Q4 2020Q3 20214
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 440.03%0.06%0.09%Q2 2013Q1 20144
Tevis Investment Management 440.10%0.11%0.11%Q4 2021Q3 20224
Ruffer LLP 440.49%0.84%1.06%Q1 2014Q4 20144
Bleakley Financial Group, LLC 440.14%0.16%0.16%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.13%0.15%0.16%Q4 2022Q3 20234
Carr Financial Group Corp 440.19%0.22%0.25%Q4 2022Q3 20234
Ninety One UK Ltd 440.00%0.00%0.00%Q2 2020Q1 20214
Beutel, Goodman & Co Ltd. 440.00%0.00%0.00%Q4 2022Q3 20234
GlobalBridge, Inc. 440.23%0.24%0.27%Q2 2013Q1 20144
ADAMS DIVERSIFIED EQUITY FUND, INC. 441.05%1.43%1.58%Q1 2015Q4 20154
OXFORD ASSET MANAGEMENT LLP 210.02%0.06%0.13%Q2 2013Q4 20164
H. L. Ormond & Company, LLC 440.37%0.39%0.44%Q4 2021Q3 20224
Gibraltar Capital Management, Inc. 440.25%0.28%0.31%Q1 2021Q4 20214
Vestpro Financial Partners, Inc. dba CPF Texas 440.40%0.41%0.42%Q4 2017Q3 20184
Harvest Portfolios Group Inc. 442.27%2.48%2.70%Q4 2022Q3 20234
AdvisorShares Investments LLC 440.02%0.26%0.43%Q4 2019Q3 20204
Alan B Lancz & Associates, Inc. 440.16%0.17%0.18%Q2 2022Q1 20234
Brookfield Asset Management 330.01%0.04%0.07%Q2 2022Q4 20224
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Columbia Asset Management 310.03%0.04%0.04%Q4 2016Q1 20194
Polaris Wealth Advisory Group, LLC 210.03%0.16%0.26%Q4 2015Q2 20204
Signature Wealth Management Group 440.01%0.01%0.01%Q4 2017Q3 20184
Sanibel Captiva Investment Advisers, Inc. 440.35%0.54%0.76%Q1 2013Q4 20134
GATEWAY INVESTMENT ADVISERS LLC 440.00%0.00%0.00%Q2 2013Q1 20144
SkyView Investment Advisors, LLC 440.17%0.20%0.24%Q2 2022Q1 20234
Coppell Advisory Solutions LLC 210.00%0.05%0.19%Q4 2020Q3 20234
Wells Trecaso Financial Group, LLC 440.16%0.17%0.18%Q1 2019Q4 20194
US FINANCIAL ADVISORS, LLC 440.00%0.00%0.01%Q2 2015Q1 20164
VISTA INVESTMENT MANAGEMENT 440.16%0.24%0.31%Q2 2020Q1 20214
TOWER TRUST Co 440.37%0.39%0.41%Q2 2013Q1 20144
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.25%0.84%Q4 2019Q4 20214
Beirne Wealth Consulting Services, LLC 310.18%0.24%0.35%Q4 2018Q4 20194
Fullerton Fund Management Co Ltd. 440.02%0.03%0.04%Q3 2020Q2 20214
EisnerAmper Wealth Management Corporate Benefits, LLC 440.87%0.97%1.07%Q4 2014Q3 20154
Surevest, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
NORTHSTAR ASSET MANAGEMENT LLC 310.41%0.74%1.68%Q2 2013Q3 20234
Moisand Fitzgerald Tamayo, LLC 210.00%0.00%0.00%Q4 2017Q1 20234
SageView Advisory Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Merriman Wealth Management, LLC 440.26%0.32%0.39%Q1 2014Q4 20144
Next Capital Management LLC 440.06%0.08%0.10%Q4 2018Q3 20194
RETIREMENT DESIGN & MANAGEMENT INC /ADV 440.51%0.65%1.06%Q3 2015Q2 20164
Portfolio Strategies, Inc. 440.01%0.02%0.03%Q4 2017Q3 20184
D. SCOTT NEAL, INC. 440.00%0.00%0.00%Q4 2015Q3 20164
Verity Asset Management, Inc. 440.12%0.18%0.24%Q4 2022Q3 20234
Waldron Private Wealth LLC 210.01%0.04%0.10%Q4 2015Q3 20234
Curbstone Financial Management Corp 330.09%0.10%0.10%Q2 2023Q4 20233
Norman Fields, Gottscho Capital Management, LLC 330.41%0.77%0.98%Q1 2016Q3 20163
Forester Capital Management, LTD 330.24%0.28%0.30%Q2 2013Q4 20133
ArrowMark Colorado Holdings LLC 330.02%0.02%0.02%Q2 2015Q4 20153
Azimuth Capital Management LLC 330.03%0.04%0.05%Q2 2013Q4 20133
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.04%0.05%0.06%Q4 2017Q3 20183
EMORY UNIVERSITY 330.01%0.01%0.01%Q2 2011Q4 20113
Advisors Preferred, LLC 110.00%0.03%0.06%Q1 2014Q3 20193
MARTINGALE ASSET MANAGEMENT L P 330.17%0.17%0.18%Q2 2013Q4 20133
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Principal Street Partners, LLC 330.07%0.09%0.09%Q2 2022Q4 20223
Holowesko Partners Ltd. 332.63%3.93%4.91%Q2 2013Q4 20133
MAPLE SECURITIES USA INC 110.03%0.08%0.16%Q2 2013Q2 20153
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.01%Q4 2020Q1 20233
Sage Mountain Advisors LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Key Client Fiduciary Advisors, LLC 330.13%0.14%0.14%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.02%0.02%0.02%Q1 2020Q2 20213
FIRSTMERIT BANK N A TRUSTEE 330.02%0.02%0.02%Q1 2015Q3 20153
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
HOWARD CAPITAL MANAGEMENT 330.07%0.08%0.08%Q2 2013Q4 20133
REINHART PARTNERS, LLC. 210.02%0.13%0.19%Q2 2013Q1 20153
GAM Holding AG 330.01%0.01%0.02%Q4 2016Q2 20173
Barry Investment Advisors, LLC 210.06%0.07%0.08%Q4 2020Q3 20233
East Coast Asset Management, LLC. 330.03%0.03%0.03%Q4 2012Q2 20133
Invictus RG Pte. Ltd. 330.02%0.04%0.05%Q1 2015Q3 20153
MATRIX ASSET ADVISORS INC/NY 330.04%0.04%0.05%Q2 2017Q4 20173
Endurant Capital Management LP 331.22%1.94%2.59%Q4 2014Q2 20153
Pinkerton Retirement Specialists, LLC 210.00%0.06%0.13%Q2 2016Q4 20173
JBJ Investment Partners, LLC 210.05%0.06%0.06%Q1 2019Q1 20213
Columbus Hill Capital Management, L.P. 330.23%0.34%0.51%Q1 2017Q3 20173
Nilsine Partners, LLC 330.14%0.14%0.15%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
CAPITAL COUNSEL LLC/NY 330.01%0.01%0.01%Q1 2015Q3 20153
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q3 2020Q3 20233
Israel Discount Bank of New York 210.00%0.05%0.13%Q1 2017Q4 20193
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.01%Q1 2018Q3 20183
Advisory Alpha, LLC 110.00%0.01%0.01%Q1 2019Q3 20203
McAdam, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
OptiFour Integrated Wealth Management, LLC 330.22%0.23%0.24%Q2 2019Q4 20193
Integral Health Asset Management, LLC 211.29%2.22%2.82%Q1 2020Q3 20233
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 210.09%0.22%0.37%Q4 2013Q3 20143
Allegiant Private Advisors, LLC 331.13%1.36%1.65%Q4 2020Q2 20213
PRW Wealth Management LLC 210.14%0.22%0.39%Q2 2021Q3 20233
KMG FIDUCIARY PARTNERS, LLC 330.05%0.06%0.06%Q1 2021Q3 20213
Bigelow Investment Advisors, LLC 110.12%0.14%0.16%Q1 2018Q4 20193
Elk River Wealth Management, LLC 210.04%0.05%0.07%Q4 2020Q3 20233
20/20 Capital Management, Inc. 330.06%0.07%0.07%Q4 2020Q2 20213
HC Financial Advisors, Inc. 211.19%1.27%1.32%Q4 2017Q3 20183
Quantamental Technologies LLC 110.13%0.18%0.21%Q2 2019Q3 20223
Accretive Wealth Partners, LLC 330.73%0.75%0.79%Q4 2020Q2 20213
VisionPoint Advisory Group, LLC 210.07%0.08%0.10%Q1 2019Q1 20203
Harrington Investments, INC 330.00%0.00%0.00%Q1 2018Q3 20183
Financial Gravity Companies, Inc. 210.01%0.01%0.02%Q4 2017Q4 20183
Insight Advisors, LLC/ PA 330.79%0.83%0.86%Q2 2022Q4 20223
Keeler Thomas Management LLC 331.04%1.42%1.66%Q2 2022Q4 20223
LANDAAS & CO /WI /ADV 210.04%0.04%0.05%Q3 2017Q2 20183
FormulaFolio Investments, LLC 330.00%0.01%0.02%Q4 2020Q2 20213
WESTFIELD CAPITAL MANAGEMENT CO LP 330.52%0.72%0.91%Q4 2019Q2 20203
Capital Wealth Planning, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
PREMIER ASSET MANAGEMENT LLC 330.05%0.21%0.31%Q4 2016Q2 20173
Artisan Partners Limited Partnership 330.00%0.01%0.02%Q4 2020Q2 20213
FIRST MIDWEST BANK TRUST DIVISION 330.03%0.03%0.03%Q3 2018Q1 20193
Bridgewater Advisors Inc. 330.25%0.26%0.28%Q4 2013Q2 20143
Connectus Wealth, LLC 210.01%0.02%0.05%Q4 2021Q3 20233
SOLARIS ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q3 2015Q3 20163
First Allied Asset Management, Inc. 330.04%0.04%0.05%Q3 2014Q1 20153
NEXTHERA CAPITAL LP 214.65%8.10%11.18%Q4 2016Q1 20193
Bellwether Investment Group, LLC 210.01%0.08%0.18%Q2 2016Q1 20173
Leonard Rickey Investment Advisors P.L.L.C. 330.09%0.09%0.09%Q1 2023Q3 20233
HANSEATIC MANAGEMENT SERVICES INC 330.00%0.00%0.00%Q4 2014Q2 20153
Ensign Peak Advisors, Inc 330.02%0.02%0.03%Q4 2019Q2 20203
Pinnacle West Asset Management, Inc. 330.32%0.35%0.39%Q1 2023Q3 20233
Main Street Research LLC 330.24%0.58%0.81%Q2 2015Q4 20153
Westchester Capital Management, LLC 220.54%0.57%0.58%Q4 2013Q1 20143
Cypress Wealth Services, LLC 330.04%0.05%0.06%Q3 2020Q1 20213
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.01%Q1 2015Q4 20193
WEXFORD CAPITAL LP 210.50%0.88%1.17%Q3 2014Q3 20153
MIRABELLA FINANCIAL SERVICES LLP 210.24%0.40%0.65%Q2 2022Q2 20233
SONATA CAPITAL GROUP INC 330.19%0.19%0.19%Q1 2015Q3 20153
Argent Wealth Management LLC 330.33%0.38%0.42%Q4 2019Q2 20203
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Parametric Risk Advisors LLC 330.06%0.07%0.10%Q1 2016Q3 20163
Crawford Lake Capital Management, LLC 111.04%1.37%1.68%Q2 2017Q3 20193
RIVERSVILLE CAPITAL, INC. 330.05%0.06%0.07%Q2 2013Q4 20133
Ziegler Capital Management, LLC 210.13%0.29%0.39%Q2 2013Q1 20203
First Capital Advisors Group, LLC. 210.08%0.10%0.13%Q4 2017Q2 20233
Guidant Wealth Advisors 330.04%0.04%0.04%Q1 2019Q3 20193
Armbruster Capital Management, Inc. 330.02%0.03%0.04%Q4 2015Q2 20163
1776 Wealth LLC 330.11%0.14%0.16%Q4 2019Q2 20203
Visionary Asset Management, Inc. 210.00%0.04%0.11%Q3 2013Q3 20143
CAPITAL ONE FINANCIAL CORP 330.07%0.09%0.13%Q1 2020Q3 20203
Resonant Capital Advisors, LLC 330.07%0.08%0.08%Q4 2019Q2 20203
AUGUSTINE ASSET MANAGEMENT INC 330.26%0.40%0.47%Q3 2017Q1 20183
Centiva Capital, LP 330.02%0.03%0.04%Q2 2021Q4 20213
ZRC WEALTH MANAGEMENT, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
KBC Group NV 330.04%0.05%0.05%Q2 2013Q4 20133
Symphony Financial, Ltd. Co. 110.12%0.14%0.19%Q1 2020Q2 20213
ANCHOR CAPITAL ADVISORS LLC 210.00%0.00%0.01%Q1 2015Q4 20153
HANSBERGER GLOBAL INVESTORS INC/FL 330.17%0.19%0.22%Q2 2013Q4 20133
Kapstone Financial Advisors LLC 210.20%0.23%0.25%Q4 2022Q3 20233
Claybrook Capital, LLC 110.00%0.16%0.46%Q4 2017Q2 20213
ASSET ADVISORS CORP 330.01%0.02%0.02%Q2 2013Q4 20133
Gryphon Financial Partners LLC 330.02%0.02%0.03%Q4 2017Q2 20183
Cedar Mountain Advisors, LLC 210.00%0.01%0.01%Q4 2019Q2 20233
Strengthening Families & Communities, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Avalon Trust Co 330.01%0.01%0.02%Q1 2023Q3 20233
STONNINGTON GROUP, LLC 210.02%0.04%0.06%Q1 2021Q4 20213
Gary Goldberg Planning Services Inc 330.01%0.01%0.01%Q2 2014Q4 20143
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SAC Capital Advisors LP 330.00%0.00%0.01%Q3 2013Q1 20143
Aspen Grove Capital, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Liberty Mutual Group Asset Management Inc. 210.01%0.02%0.04%Q3 2014Q3 20153
Engrave Wealth Partners LLC 330.04%0.04%0.05%Q4 2019Q2 20203
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Islet Management, LP 330.52%0.98%1.39%Q4 2018Q2 20193
DUFF & PHELPS INVESTMENT MANAGEMENT CO 330.03%0.06%0.08%Q4 2018Q2 20193
Edgestream Partners, L.P. 210.40%0.50%0.60%Q3 2021Q2 20223
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 330.05%0.05%0.06%Q1 2023Q3 20233
Strategic Capital Alternatives LLC 210.02%0.03%0.03%Q3 2014Q2 20153
Ruggaard & Associates LLC 330.42%0.44%0.46%Q1 2023Q3 20233
Alera Investment Advisors, LLC 210.03%0.05%0.08%Q4 2018Q2 20223
Fiduciary Planning LLC 330.02%0.03%0.04%Q3 2020Q1 20213
F3Logic, LLC 330.10%0.11%0.12%Q4 2018Q2 20193
Burleson & Company, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Virtue Capital Management, LLC 210.04%0.08%0.11%Q4 2017Q3 20183
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
J.Safra Asset Management Corp 210.16%0.22%0.33%Q4 2015Q3 20163
Hoxton Financial, Inc. 330.03%0.04%0.05%Q2 2013Q4 20133
Gyon Technologies Capital Management, LP 210.08%0.25%0.48%Q4 2020Q1 20223
GENERAL ELECTRIC CO 330.05%0.05%0.05%Q2 2013Q4 20133
Peak Asset Management, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
del Rey Global Investors, LLC 332.10%2.76%3.94%Q2 2013Q4 20133
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Signator Financial Services, Inc. 330.05%0.05%0.06%Q1 2013Q3 20133
Premia Global Advisors, LLC 210.23%0.29%0.37%Q4 2017Q1 20193
Empire Financial Management Company, LLC 330.39%0.41%0.44%Q1 2023Q3 20233
WOODBURN R ROBERT JR 330.28%0.48%0.65%Q4 2012Q2 20133
ANCORA FAMILY WEALTH ADVISORS, LLC 210.09%0.10%0.10%Q3 2015Q3 20163
Executive Wealth Management, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
Paragon Capital Management LLC 210.00%0.01%0.01%Q1 2019Q1 20203
Horizon Wealth Management, LLC 330.09%0.11%0.15%Q1 2023Q3 20233
NICHOLAS COMPANY, INC. 330.19%0.20%0.21%Q2 2013Q4 20133
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.01%Q1 2023Q3 20233
FNY Partners Fund LP 330.54%1.45%2.87%Q2 2017Q4 20173
CRAMER ROSENTHAL MCGLYNN LLC 330.45%0.52%0.65%Q1 2015Q3 20153
Sierra Capital LLC 330.00%0.00%0.00%Q1 2021Q3 20213
MQS Management LLC 330.43%0.47%0.54%Q1 2022Q3 20223
Integrated Advisors Network LLC 330.04%0.27%0.44%Q4 2019Q2 20203
Haverford Financial Services, Inc. 333.25%3.33%3.42%Q2 2013Q4 20133
Aris Wealth Services, Inc. 330.08%0.09%0.11%Q1 2015Q3 20153
Grandview Asset Management LLC 210.02%0.51%0.78%Q3 2019Q1 20213
Redmile Group, LLC 330.71%1.17%1.51%Q4 2019Q2 20203
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Torch Wealth Management LLC 330.02%0.02%0.02%Q4 2013Q2 20143
Genesis Wealth Advisors, LLC 330.02%0.02%0.02%Q4 2014Q2 20153
KHP Capital, LLC 330.06%0.06%0.06%Q1 2018Q3 20183
JT Stratford LLC 110.14%0.16%0.17%Q4 2016Q1 20202
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Folger Hill Asset Management LP 220.03%0.04%0.05%Q1 2017Q2 20172
Cardan Capital Partners, LLC 220.04%0.05%0.05%Q1 2018Q2 20182
Asset Planning Services, Ltd. 220.01%0.01%0.01%Q2 2017Q3 20172
Teza Capital Management LLC 220.29%0.30%0.32%Q4 2016Q1 20172
R&F Capital Advisors LP 220.17%0.22%0.27%Q4 2016Q1 20172
Hayden Royal, LLC 220.23%0.26%0.28%Q1 2019Q2 20192
Quadrature Capital Ltd 110.26%0.93%1.60%Q1 2016Q3 20162
Pegasus Partners Ltd. 220.10%0.11%0.12%Q2 2015Q3 20152
Lavaca Capital LLC 220.05%0.05%0.05%Q4 2018Q1 20192
Donald L. Hagan, LLC 110.06%0.06%0.07%Q3 2015Q1 20162
Lebenthal Holdings,LLC 220.12%0.33%0.53%Q1 2016Q2 20162
Doyle Wealth Management 110.01%0.02%0.02%Q4 2018Q2 20192
Synergy Asset Management, LLC 220.65%0.67%0.69%Q2 2023Q3 20232
ACCESS FINANCIAL SERVICES, INC. 220.41%0.52%0.64%Q3 2020Q4 20202
Bryn Mawr Capital Management, LLC 110.09%0.15%0.22%Q1 2019Q3 20232
Holocene Advisors, LP 220.11%0.39%0.67%Q2 2023Q3 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.02%0.03%Q1 2023Q3 20232
CenterStar Fund, LLC 110.01%0.04%0.07%Q4 2016Q4 20162
Ruggie Capital Group 110.00%0.00%0.01%Q4 2017Q4 20182
SpiderRock Advisors, LLC 110.01%0.09%0.17%Q1 2017Q1 20172
TCG Advisors, LP 220.05%0.05%0.05%Q1 2019Q2 20192
Global Financial Private Capital, Inc 110.01%0.44%0.87%Q1 2017Q3 20172
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20222
Godshalk Welsh Capital Management, Inc. 110.16%0.17%0.19%Q4 2014Q3 20152
SG3 Management, LLC 110.89%0.99%1.09%Q4 2021Q4 20222
Ascension Asset Management LLC 220.66%0.67%0.68%Q4 2017Q1 20182
Compass Ion Advisors, LLC 110.05%0.10%0.15%Q3 2020Q3 20232
Bramshill Investments, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
Syntal Capital Partners, LLC 220.08%0.08%0.09%Q4 2017Q1 20182
Gemmer Asset Management LLC 220.01%0.01%0.01%Q1 2014Q2 20142
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
17 CAPITAL PARTNERS, LLC 220.83%0.87%0.91%Q2 2021Q3 20212
EverPoint Asset Management, LLC 220.14%0.19%0.24%Q2 2014Q3 20142
Anfield Capital Management, LLC 110.02%0.02%0.03%Q4 2019Q2 20212
WealthShield Partners, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Sullivan, Bruyette, Speros & Blaney, LLC 110.01%0.01%0.01%Q4 2019Q4 20202
Buckley Wealth Management, LLC 220.17%0.18%0.18%Q4 2017Q1 20182
Majedie Asset Management Ltd 110.82%2.49%4.17%Q4 2018Q1 20222
HWG Holdings LP 220.11%0.12%0.13%Q2 2023Q3 20232
Grey Owl Capital Management, LLC 221.00%1.03%1.06%Q4 2013Q1 20142
Wunderlich Capital Managemnt 221.19%1.19%1.20%Q4 2013Q1 20142
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Ford Financial Group, LLC 110.00%0.00%0.01%Q2 2021Q4 20212
Keystone Financial Planning, Inc. 221.00%1.22%1.43%Q4 2013Q1 20142
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2019Q4 20212
Altman Advisors, Inc. 110.94%1.09%1.24%Q1 2023Q3 20232
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
BLUE ARROW CAPITAL MANAGEMENT LLC 110.03%0.13%0.24%Q3 2014Q1 20152
State of Tennessee, Treasury Department 110.02%0.04%0.07%Q4 2014Q2 20152
Claret Asset Management Corp 220.05%0.05%0.05%Q2 2023Q3 20232
LFA - Lugano Financial Advisors SA 220.02%0.02%0.02%Q2 2023Q3 20232
SENZAR ASSET MANAGEMENT, LLC 223.25%3.82%4.39%Q4 2017Q1 20182
Wolf Group Capital Advisors 220.25%0.40%0.56%Q4 2013Q1 20142
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q2 20192
COLUMBIA CAPITAL LLC 220.82%0.84%0.86%Q3 2014Q4 20142
Paragon Capital Management Ltd 220.20%0.20%0.20%Q3 2017Q4 20172
Advocacy Wealth Management Services, LLC 110.00%0.04%0.07%Q3 2013Q1 20162
EDMP, INC. 220.20%0.20%0.21%Q2 2014Q3 20142
Trutina Financial LLC 110.01%0.02%0.02%Q3 2013Q1 20142
Ranger International Management, LP 222.12%2.21%2.30%Q2 2013Q3 20132
Vulcan Value Partners, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Apexium Financial, LP 220.02%0.02%0.02%Q2 2023Q3 20232
MONECO Advisors, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Private Portfolio Partners LLC 220.10%0.10%0.11%Q1 2019Q2 20192
Sound View Wealth Advisors, LLC 220.20%0.21%0.22%Q4 2018Q1 20192
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
GYL FINANCIAL SYNERGIES, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
DT Investment Partners, LLC 110.00%0.00%0.00%Q3 2022Q1 20232
CCG WEALTH MANAGEMENT, LLC 220.16%0.17%0.18%Q1 2022Q2 20222
Community Financial Services Group, LLC 110.00%0.11%0.22%Q1 2015Q3 20232
Leelyn Smith, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Leap Investments LP 110.15%0.30%0.45%Q3 2019Q1 20202
Cinctive Capital Management LP 220.15%0.16%0.17%Q1 2022Q2 20222
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Bluefin Trading, LLC 110.02%0.04%0.07%Q1 2015Q3 20172
CapWealth Advisors, LLC 110.00%0.00%0.01%Q3 2013Q3 20162
Lombard Odier Transatlantic Ltd 220.01%0.01%0.01%Q2 2016Q3 20162
CFM WEALTH PARTNERS LLC 220.03%0.04%0.05%Q1 2020Q2 20202
Single Point Partners, LLC 110.07%0.07%0.08%Q2 2022Q4 20222
Perennial Investment Advisors, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Great Lakes Retirement, Inc. 220.14%0.17%0.19%Q4 2019Q1 20202
ARGI Investment Services, LLC 220.03%0.03%0.03%Q2 2015Q3 20152
Mizuho Asset Management Co.,Ltd. 220.12%0.12%0.13%Q2 2013Q3 20132
Summit Wealth Group, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
AFT, FORSYTH & COMPANY, INC. 220.00%0.00%0.00%Q2 2013Q3 20132
EPG Wealth Management LLC 220.06%0.07%0.07%Q4 2019Q1 20202
Danda Trouve Investment Management, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
swisspartners Advisors Ltd 221.10%1.14%1.17%Q1 2021Q2 20212
Wealthsimple US, Ltd. 220.13%0.13%0.13%Q4 2020Q1 20212
Stevard, LLC 220.10%0.11%0.12%Q2 2020Q3 20202
CLOVERFIELDS CAPITAL GROUP, LP 220.18%0.23%0.29%Q4 2022Q1 20232
XTX Topco Ltd 110.07%0.18%0.30%Q4 2021Q3 20222
Cordant, Inc. 110.00%0.00%0.00%Q3 2020Q3 20212
qPULA Trading Management LP 110.80%1.02%1.24%Q1 2021Q3 20212
Founders Financial Alliance, LLC 110.07%0.11%0.15%Q3 2020Q2 20222
F/M Investments LLC 220.15%0.15%0.16%Q2 2023Q3 20232
Astrantus Ltd 220.69%0.75%0.81%Q4 2021Q1 20222
Heron Bay Capital Management 220.06%0.06%0.06%Q2 2023Q3 20232
SMITH SHELLNUT WILSON LLC /ADV 110.20%0.23%0.26%Q4 2016Q2 20172
Sumitomo Mitsui Trust Holdings, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
San Luis Wealth Advisors LLC 110.04%0.11%0.18%Q4 2020Q1 20222
ShoreHaven Wealth Partners, LLC 220.02%0.03%0.03%Q4 2020Q1 20212
BRR OpCo, LLC 110.03%0.11%0.19%Q1 2019Q1 20212
ADE, LLC 220.04%0.04%0.04%Q4 2020Q1 20212
Interchange Capital Partners, LLC 110.07%0.09%0.11%Q4 2020Q1 20232
Bradley Mark J. 220.14%0.22%0.30%Q4 2020Q1 20212
GTS SECURITIES LLC 110.02%0.02%0.02%Q3 2023Q3 20232
InTrack Investment Management Inc 220.21%0.25%0.28%Q3 2023Q4 20232
MOORE CAPITAL MANAGEMENT, LP 110.38%0.38%0.39%Q2 2014Q1 20202
DEFINED WEALTH MANAGEMENT, LLC 220.19%0.23%0.28%Q4 2020Q1 20212
Curi Wealth Management, LLC 110.01%0.03%0.04%Q4 2020Q2 20222
Camber Capital Management LP 223.01%4.02%5.04%Q3 2021Q4 20212
Senator Investment Group LP 220.86%1.08%1.30%Q4 2018Q1 20192
Koss-Olinger Consulting, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
PFM Health Sciences, LP 221.76%1.85%1.94%Q3 2019Q4 20192
Partner Investment Management, L.P. 221.59%2.20%2.81%Q3 2019Q4 20192
Fiera Capital Inc. 221.49%1.85%2.22%Q2 2013Q3 20132
Mezzasalma Advisors, LLC 110.11%0.13%0.14%Q4 2020Q2 20212
Tributary Capital Management, LLC 220.00%0.44%0.88%Q2 2013Q3 20132
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 220.01%0.01%0.01%Q2 2013Q3 20132
Activest Wealth Management 220.01%0.01%0.01%Q3 2022Q4 20222
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Wedmont Private Capital 220.03%0.03%0.04%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Sandy Cove Advisors, LLC 220.07%0.07%0.07%Q4 2021Q1 20222
NEIRG Wealth Management, LLC 220.04%0.05%0.05%Q1 2023Q2 20232
Morton Brown Family Wealth, LLC 110.00%0.00%0.01%Q2 2022Q1 20232
Blackston Financial Advisory Group, LLC 220.19%0.21%0.23%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.05%0.05%0.05%Q4 2021Q1 20222
Quantum Private Wealth, LLC 220.11%0.14%0.16%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Ruedi Wealth Management, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
OLD MISSION CAPITAL, LLC 111.09%1.26%1.42%Q4 2016Q4 20202
Fortis Capital Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Compound Global Advisors, LLC 221.16%1.72%2.27%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.05%0.05%0.05%Q3 2022Q4 20222
INSIGNEO ADVISORY SERVICES, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Delta Financial Group, Inc. 220.08%0.16%0.24%Q2 2023Q3 20232
Milestone Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.10%0.11%0.11%Q2 2023Q3 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 220.23%0.24%0.24%Q2 2023Q3 20232
UNION SAVINGS BANK 220.12%0.13%0.13%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.36%0.39%0.41%Q2 2023Q3 20232
New Republic Capital, LLC 220.16%0.17%0.19%Q2 2023Q3 20232
CGC Financial Services, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Peoples Bank/KS 220.56%0.60%0.63%Q3 2023Q4 20232
CATAPULT CAPITAL MANAGEMENT LLC 110.24%0.48%0.72%Q4 2013Q4 20142
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 220.63%1.04%1.44%Q2 2013Q3 20132
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q4 2020Q1 20212
SAROFIM FAYEZ 110.04%0.23%0.42%Q4 2012Q3 20132
COUNTRY FUND MANAGEMENT 222.32%2.61%2.90%Q2 2013Q3 20132
FNY Managed Accounts LLC 110.05%0.19%0.33%Q4 2014Q3 20162
WBI INVESTMENTS, LLC 110.03%0.28%0.54%Q3 2014Q2 20152
Red Granite Advisors LLC 220.25%0.25%0.26%Q2 2013Q3 20132
Madison Scottsdale, LC 220.07%0.14%0.21%Q2 2013Q3 20132
Ionic Capital Management LLC 110.03%1.58%3.13%Q1 2015Q1 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.01%0.02%Q2 2016Q3 20182
ELM ADVISORS, LLC 110.03%0.03%0.03%Q3 2018Q4 20202
GSA CAPITAL PARTNERS LLP 110.02%0.02%0.03%Q1 2016Q2 20172
STIFEL NICOLAUS & CO INC \MO\ 220.13%0.15%0.17%Q2 2013Q3 20132
ROMAN BUTLER FULLERTON & CO 110.10%0.42%0.73%Q4 2018Q1 20212
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 220.04%0.04%0.05%Q4 2022Q1 20232
Polar Asset Management Partners Inc. 220.32%0.32%0.33%Q3 2016Q4 20162
Laffer Tengler Investments, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
GLG Partners LP 220.12%0.12%0.12%Q2 2015Q3 20152
ROWLAND CARMICHAEL ADVISORS INC /ADV 220.13%0.13%0.13%Q2 2016Q3 20162
BANK OF EDWARDSVILLE 220.55%0.63%0.70%Q1 2019Q2 20192
COLRAIN CAPITAL LLC 220.08%0.08%0.09%Q4 2016Q1 20172
BBVA USA 220.35%0.37%0.39%Q2 2021Q3 20212
HIGHLAND CAPITAL MANAGEMENT LP 220.07%0.11%0.15%Q4 2018Q1 20192
CAZ INVESTMENTS LP 220.42%0.43%0.44%Q4 2014Q1 20152
OKABENA INVESTMENT SERVICES INC 220.00%0.00%0.00%Q4 2022Q1 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.04%0.05%0.05%Q2 2022Q3 20222
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2018Q2 20202
DE BURLO GROUP INC 110.00%0.00%0.00%Q1 2022Q3 20222
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.01%0.01%0.01%Q2 2018Q3 20182
MOGY JOEL R INVESTMENT COUNSEL INC 220.04%0.04%0.05%Q3 2016Q4 20162
STANCORP INVESTMENT ADVISERS INC 220.07%0.08%0.08%Q4 2014Q1 20152
LOMBARDIA CAPITAL PARTNERS LLC 220.01%0.01%0.01%Q4 2015Q1 20162
SENTRY INVESTMENT MANAGEMENT LLC 220.05%0.05%0.06%Q2 2013Q3 20132
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.01%0.01%Q3 2017Q3 20182
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 220.66%0.69%0.71%Q1 2017Q2 20172
AXA S.A. 220.00%0.00%0.00%Q3 2020Q4 20202
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PORTLAND INVESTMENT COUNSEL INC. 221.33%1.34%1.36%Q2 2013Q3 20132
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q3 20152
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FORBES J M & CO LLP 220.66%0.70%0.74%Q3 2015Q4 20152
NORTHERN TRUST CO OF CONNECTICUT 220.17%0.19%0.20%Q2 2013Q3 20132
PENSECO FINANCIAL SERVICES CORP 220.19%0.19%0.19%Q2 2013Q3 20132
SANDERS MORRIS HARRIS LLC 110.04%0.10%0.15%Q1 2016Q3 20232
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
StellarOne CORP 221.68%1.72%1.76%Q2 2013Q3 20132
EADS & HEALD WEALTH MANAGEMENT 220.13%0.14%0.14%Q2 2014Q3 20142
VANGUARD GROUP INC 220.00%0.00%0.00%Q3 2014Q4 20142
Silicon Valley Capital Partners 220.01%0.01%0.01%Q2 2023Q3 20232
Phoenix Holdings Ltd. 220.01%0.02%0.02%Q2 2023Q3 20232
American Financial Network Advisory Services LLC 220.06%0.07%0.09%Q3 2017Q4 20172
Vivaldi Capital Management LP 110.06%0.09%0.12%Q4 2018Q2 20192
IBEX WEALTH ADVISORS 110.00%0.01%0.01%Q4 2016Q3 20212
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Scissortail Wealth Management, LLC 110.35%0.35%0.35%Q4 2022Q4 20221
Deimos Asset Management LLC 110.97%0.97%0.97%Q4 2015Q4 20151
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2022Q3 20221
Laurion Capital Management LP 110.00%0.00%0.00%Q3 2018Q3 20181
Southeast Asset Advisors Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Tradeworx Inc. 110.09%0.09%0.09%Q2 2013Q2 20131
Buttonwood Financial Advisors Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
Stockman Wealth Management, Inc. 110.11%0.11%0.11%Q2 2018Q2 20181
Masso Torrence Wealth Management Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Gerry Farber, LLC 111.48%1.48%1.48%Q3 2013Q3 20131
Capricorn Fund Managers Ltd 110.61%0.61%0.61%Q2 2023Q2 20231
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Coastal Bridge Advisors, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
STUDIO INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CFO4Life, L.P. 110.12%0.12%0.12%Q4 2022Q4 20221
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Level Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HARTLINE INVESTMENT CORP/ 110.20%0.20%0.20%Q3 2022Q3 20221
RUSHMORE INVESTMENT ADVISORS, INC. 110.08%0.08%0.08%Q2 2013Q2 20131
South Shore Capital Advisors 110.27%0.27%0.27%Q4 2020Q4 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
BCM ADVISORS, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Ignite Planners, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q2 2013Q2 20131
Colonial River Wealth Management, LLC 110.43%0.43%0.43%Q2 2023Q2 20231
CFS Investment Advisory Services, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.48%0.48%0.48%Q2 2022Q2 20221
Greystone Financial Group, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Stumpf Capital Management LLC 110.01%0.01%0.01%Q4 2017Q4 20171
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
COWEN INC. 110.24%0.24%0.24%Q4 2018Q4 20181
VALLEY NATIONAL BANCORP 110.61%0.61%0.61%Q4 2013Q4 20131
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COLLECTIVE FAMILY OFFICE LLC 110.08%0.08%0.08%Q1 2022Q1 20221
OneAscent Wealth Management LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Clarus Group, Inc. 110.16%0.16%0.16%Q2 2023Q2 20231
BKS ADVISORS, LLC 110.13%0.13%0.13%Q3 2015Q3 20151
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.54%0.54%0.54%Q1 2017Q1 20171
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Ruane, Cunniff & Goldfarb 110.00%0.00%0.00%Q3 2014Q3 20141
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sterling Manor Financial, LLC 110.41%0.41%0.41%Q2 2023Q2 20231
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TCG Advisory Services, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Clear Perspectives Financial Planning, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Kingfisher Capital LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ArchPoint Investors 110.08%0.08%0.08%Q3 2021Q3 20211
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TD Capital Management LLC 110.01%0.01%0.01%Q2 2013Q2 20131
CHIRON CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q3 2022Q3 20221
B. Metzler seel. Sohn & Co. Holding AG 110.02%0.02%0.02%Q1 2021Q1 20211
IAM Advisory, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
MENORA MIVTACHIM HOLDINGS LTD. 110.01%0.01%0.01%Q4 2016Q4 20161
BNC WEALTH MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
CAMDEN NATIONAL CORP 111.12%1.12%1.12%Q1 2021Q1 20211
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HighVista Strategies LLC 112.01%2.01%2.01%Q2 2013Q2 20131
Horst & Graben Wealth Management LLC 110.05%0.05%0.05%Q3 2023Q3 20231
ING GROEP NV 110.02%0.02%0.02%Q3 2013Q3 20131
Highstreet Asset Management Inc. 111.00%1.00%1.00%Q4 2015Q4 20151
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DFPG INVESTMENTS, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Hunter Perkins Capital Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.31%0.31%0.31%Q1 2017Q1 20171
Consolidated Planning Corp 110.03%0.03%0.03%Q3 2021Q3 20211
PointState Capital LP 110.07%0.07%0.07%Q1 2019Q1 20191
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
SFMG, LLC 110.33%0.33%0.33%Q4 2014Q4 20141
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
HBC Financial Services, PLLC 110.01%0.01%0.01%Q4 2019Q4 20191
SeaTown Holdings Pte. Ltd. 110.74%0.74%0.74%Q3 2017Q3 20171
NBC SECURITIES, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
TEACHER RETIREMENT SYSTEM OF TEXAS 110.00%0.00%0.00%Q3 2020Q3 20201
Texas Capital Bank Wealth Management Services Inc 110.37%0.37%0.37%Q3 2020Q3 20201
Emerald Advisors, LLC 110.56%0.56%0.56%Q4 2019Q4 20191
TOBIAS FINANCIAL ADVISORS, INC. 111.27%1.27%1.27%Q4 2021Q4 20211
Platte River Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
TIEDEMANN TRUST CO 110.07%0.07%0.07%Q2 2013Q2 20131
Future Financial Wealth Managment LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Farmer Steven Patrick 110.25%0.25%0.25%Q2 2022Q2 20221
MARSHALL WACE ASIA Ltd 110.36%0.36%0.36%Q1 2017Q1 20171
Adero Partners, LLC 110.52%0.52%0.52%Q1 2020Q1 20201
BlackRock Group LTD 110.00%0.00%0.00%Q2 2014Q2 20141
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FMA ADVISORY INC 110.01%0.01%0.01%Q2 2015Q2 20151
Kovitz Investment Group, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bristol Advisors, LLC 110.58%0.58%0.58%Q1 2017Q1 20171
TRAXIS PARTNERS LP 111.37%1.37%1.37%Q2 2013Q2 20131
BURNEY CO/ 110.01%0.01%0.01%Q3 2020Q3 20201
Silicon Hills Wealth Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Ground Swell Capital, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
STRS OHIO 110.02%0.02%0.02%Q2 2013Q2 20131
ELEMENT CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q1 2019Q1 20191
TBH Global Asset Management, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Redhawk Wealth Advisors, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
Rezny Wealth Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
PNC Managed Account Solutions, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
FOSTER DYKEMA CABOT & CO INC/MA 110.00%0.00%0.00%Q3 2023Q3 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
ALESCO ADVISORS LLC 110.06%0.06%0.06%Q4 2019Q4 20191
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Banco BTG Pactual S.A. 110.42%0.42%0.42%Q3 2017Q3 20171
HENGEHOLD CAPITAL MANAGEMENT LLC 110.67%0.67%0.67%Q2 2013Q2 20131
RBA Wealth Management, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
Capital Asset Advisory Services LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BAROMETER CAPITAL MANAGEMENT INC. 110.30%0.30%0.30%Q2 2014Q2 20141
Candriam S.C.A. 110.02%0.02%0.02%Q1 2023Q1 20231
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Atwater Malick LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Triangle Securities Wealth Management 110.03%0.03%0.03%Q2 2013Q2 20131
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Elgethun Capital Management 110.04%0.04%0.04%Q4 2016Q4 20161
London & Capital Asset Management Ltd 110.05%0.05%0.05%Q2 2020Q2 20201
STRATEGIC WEALTH MANAGEMENT INC 110.58%0.58%0.58%Q1 2015Q1 20151
Pathlight Investors LLC 110.34%0.34%0.34%Q4 2018Q4 20181
Mariner Wealth Advisors-NYC, LLC 110.07%0.07%0.07%Q1 2015Q1 20151
BEDEL FINANCIAL CONSULTING INC 110.09%0.09%0.09%Q3 2023Q3 20231
NEXT Financial Holdings 110.07%0.07%0.07%Q1 2019Q1 20191
Aviance Capital Partners, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Smith & Howard Wealth Management, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
STRATEGY ASSET MANAGERS LLC 110.01%0.01%0.01%Q1 2019Q1 20191
KLCM Advisors, Inc. 110.08%0.08%0.08%Q2 2015Q2 20151
ASCEND CAPITAL, LLC 111.17%1.17%1.17%Q3 2016Q3 20161
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Gardner Russo & Gardner 110.00%0.00%0.00%Q4 2017Q4 20171
Glovista Investments LLC 110.08%0.08%0.08%Q2 2016Q2 20161
Personal Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
HOWARD WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Susquehanna International Group Ltd. 110.28%0.28%0.28%Q3 2023Q3 20231
Starfire Investment Advisers, Inc. 110.19%0.19%0.19%Q4 2017Q4 20171
Stuart Chaussee & Associates, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Old West Investment Management, LLC 110.37%0.37%0.37%Q2 2013Q2 20131
SOCIETE GENERALE 110.03%0.03%0.03%Q2 2016Q2 20161
Quadrature Capital LLP 111.03%1.03%1.03%Q2 2015Q2 20151
Kiwi Wealth Investments Limited Partnership 113.31%3.31%3.31%Q2 2013Q2 20131
Clarkston Capital Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Costello Asset Management, INC 110.00%0.00%0.00%Q1 2021Q1 20211
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q3 2013Q3 20131
MONETTA FINANCIAL SERVICES INC 110.48%0.48%0.48%Q4 2014Q4 20141
Nine Chapters Capital Management LLC 110.08%0.08%0.08%Q4 2014Q4 20141
CAZENOVE CAPITAL MANAGEMENT LTD 110.01%0.01%0.01%Q2 2013Q2 20131
Asset Advisors Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BLACKHILL CAPITAL INC 110.00%0.00%0.00%Q4 2013Q4 20131
COOPER/HAIMS ADVISORS, LLC 110.14%0.14%0.14%Q1 2019Q1 20191
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Centric Wealth Management 110.27%0.27%0.27%Q4 2018Q4 20181
JGP Wealth Management, LLC 110.95%0.95%0.95%Q2 2018Q2 20181
Bell Bank 110.46%0.46%0.46%Q2 2013Q2 20131
Fusion Family Wealth LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Ergoteles LLC 110.03%0.03%0.03%Q4 2022Q4 20221
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
AMUSSEN HUNSAKER ASSOCIATES LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Bank OZK 110.07%0.07%0.07%Q2 2014Q2 20141
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Janney Capital Management LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Headlands Technologies LLC 110.57%0.57%0.57%Q4 2022Q4 20221
Segment Wealth Management, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WELD CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q4 2018Q4 20181
LMR Partners LLP 110.01%0.01%0.01%Q2 2023Q2 20231
JAMISON EATON & WOOD INC /NJ 110.00%0.00%0.00%Q3 2013Q3 20131
Tuttle Capital Management, LLC 110.22%0.22%0.22%Q3 2018Q3 20181
Econ Financial Services Corp 111.90%1.90%1.90%Q3 2022Q3 20221
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
SPX Gestao de Recursos Ltda 110.18%0.18%0.18%Q3 2022Q3 20221
PURA VIDA INVESTMENTS, LLC 112.21%2.21%2.21%Q3 2016Q3 20161
Robinson Value Management, Ltd. 110.02%0.02%0.02%Q3 2021Q3 20211
Titus Wealth Management 110.23%0.23%0.23%Q4 2017Q4 20171
Paulson Wealth Management Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Steigerwald, Gordon & Koch Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
VALLEY FORGE ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
Oliver Luxxe Assets LLC 110.74%0.74%0.74%Q4 2015Q4 20151
Paradigm Financial Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MUFG Securities EMEA plc 110.91%0.91%0.91%Q4 2022Q4 20221
CAPITAL CITY TRUST CO/FL 110.01%0.01%0.01%Q2 2013Q2 20131
COOLIDGE FRANCIS L 110.66%0.66%0.66%Q2 2013Q2 20131
EFG Asset Management (Americas) Corp. 110.05%0.05%0.05%Q1 2015Q1 20151
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 111.04%1.04%1.04%Q1 2016Q1 20161
Belmont Global Advisors, Inc. 110.45%0.45%0.45%Q2 2015Q2 20151
Requisite Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Capstone Financial Advisors, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
SMITH ASSET MANAGEMENT GROUP LP 110.03%0.03%0.03%Q4 2015Q4 20151
Ironvine Capital Partners, LLC 110.33%0.33%0.33%Q4 2017Q4 20171
Permanens Capital L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Garrett Wealth Advisory Group, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
ADVISOR CONSULTANT NETWORK INC 110.84%0.84%0.84%Q3 2016Q3 20161
Investment Counsel Inc. 110.38%0.38%0.38%Q2 2016Q2 20161
Stanley-Laman Group, Ltd. 110.04%0.04%0.04%Q4 2014Q4 20141
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
Pratt Collard Advisory Partners LLC 110.16%0.16%0.16%Q4 2017Q4 20171
FULLER & THALER ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
Broad Peak Investment Holdings Ltd. 110.49%0.49%0.49%Q2 2019Q2 20191
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Bienville Capital Management, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
WESTWOOD MANAGEMENT CORP /IL/ 110.10%0.10%0.10%Q3 2015Q3 20151
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Sensato Investors LLC 110.38%0.38%0.38%Q4 2017Q4 20171
McCollum Christoferson Group LLC 111.76%1.76%1.76%Q4 2017Q4 20171
One Capital Management, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
PrairieView Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Confluence Wealth Management LLC 110.14%0.14%0.14%Q2 2014Q2 20141
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
ISZO CAPITAL MANAGEMENT LP 1110.76%10.76%10.76%Q1 2023Q1 20231
Eaton Financial Holdings Company, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
McCarthy Grittinger Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Consolidated Portfolio Review Corp 110.08%0.08%0.08%Q3 2023Q3 20231
iA Global Asset Management Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
PFG Investments, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Lakewood Asset Management LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Foresight Global Investors, Inc. 115.23%5.23%5.23%Q3 2023Q3 20231
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
VitalStone Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HF Advisory Group, LLC 110.26%0.26%0.26%Q3 2023Q3 20231
3Chopt Investment Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Portside Wealth Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Trilogy Capital Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Syverson Strege & Co 110.02%0.02%0.02%Q1 2023Q1 20231
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q3 2016Q3 20161
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
S. R. Schill & Associates 110.18%0.18%0.18%Q4 2018Q4 20181
ICON ADVISERS INC/CO 110.12%0.12%0.12%Q2 2013Q2 20131
KELLY LAWRENCE W & ASSOCIATES INC/CA 110.00%0.00%0.00%Q1 2017Q1 20171
SHIKIAR ASSET MANAGEMENT INC 110.09%0.09%0.09%Q3 2017Q3 20171
CARLSON CAPITAL L P 110.16%0.16%0.16%Q2 2016Q2 20161
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Halpern Financial, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.23%0.23%0.23%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Security Advisor, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
Arlington Trust Co LLC 111.21%1.21%1.21%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SYON CAPITAL LLC 110.82%0.82%0.82%Q3 2023Q3 20231
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
United Community Bank 110.09%0.09%0.09%Q3 2023Q3 20231
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Callan Family Office, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.39%0.39%0.39%Q3 2023Q3 20231
Triasima Portfolio Management inc. 110.16%0.16%0.16%Q3 2023Q3 20231
CIBC WORLD MARKETS CORP 110.00%0.00%0.00%Q1 2019Q1 20191
WealthPlan Investment Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 110.01%0.01%0.01%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Baltimore-Washington Financial Advisors Inc. 110.02%0.02%0.02%Q3 2013Q3 20131
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CEDAR HILL ASSOCIATES, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AlphaCentric Advisors LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Resurgent Financial Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Richwood Investment Advisors, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Valentine Capital Asset Management, Inc. 110.39%0.39%0.39%Q1 2013Q1 20131
Granite Bay Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
William Allan Corp 110.07%0.07%0.07%Q4 2021Q4 20211
KRS Capital Management, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
AlphaCore Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JOURNEY STRATEGIC WEALTH LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Crescent Grove Advisors, LLC 110.07%0.07%0.07%Q2 2017Q2 20171
Sculptor Capital LP 110.31%0.31%0.31%Q3 2019Q3 20191
Leverty Financial Group, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
AIRE ADVISORS, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
External links

This page lists all the filers that currently own NOVARTIS A G or have owned NOVARTIS A G in the past.