PHILIP MORRIS INTL INC shareholder history

Current and past PHILIP MORRIS INTL INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.06%0.60%Q1 2012Q3 2023138
HSBC HOLDINGS PLC 47470.00%0.18%1.44%Q1 2012Q3 2023132
BANK OF AMERICA CORP /DE/ 42420.00%0.11%0.64%Q2 2013Q3 2023126
CITIGROUP INC 42420.00%0.05%0.15%Q2 2013Q3 2023125
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.04%0.10%Q2 2013Q3 2023122
BARCLAYS PLC 42420.00%0.07%0.40%Q2 2013Q3 2023114
Walleye Trading LLC 42420.00%0.03%0.13%Q2 2013Q3 2023108
UBS Group AG 36360.00%0.05%0.19%Q4 2014Q3 2023107
D. E. Shaw & Co., Inc. 42420.00%0.03%0.43%Q2 2013Q3 2023105
Parallax Volatility Advisers, L.P. 42420.00%0.04%0.26%Q2 2013Q3 2023105
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.07%0.45%Q2 2013Q3 2023104
Citadel Advisors 42420.00%0.04%0.43%Q2 2013Q3 2023100
CAPSTONE INVESTMENT ADVISORS, LLC 2420.00%0.09%1.19%Q2 2013Q3 202399
CAPITAL FUND MANAGEMENT S.A. 3380.00%0.15%0.64%Q2 2013Q3 202399
WELLS FARGO & COMPANY/MN 42420.00%0.08%0.30%Q2 2013Q3 202396
JANE STREET GROUP, LLC 3620.00%0.02%0.12%Q1 2014Q3 202396
CREDIT SUISSE AG/ 43430.00%0.11%0.38%Q1 2013Q3 202393
Cutler Group LLC / CA 32320.00%0.02%0.23%Q4 2015Q3 202392
TWO SIGMA INVESTMENTS, LP 42420.00%0.16%0.85%Q2 2013Q3 202389
WOLVERINE TRADING, LLC 30300.00%0.05%0.26%Q2 2016Q3 202386
MILLENNIUM MANAGEMENT LLC 31100.00%0.05%0.26%Q2 2013Q3 202383
Jefferies Group LLC 2810.00%0.04%0.21%Q2 2013Q3 202282
DEUTSCHE BANK AG\ 41410.00%0.24%0.76%Q3 2013Q3 202378
ROYAL BANK OF CANADA 42420.00%0.15%0.49%Q2 2013Q3 202376
Twin Tree Management, LP 3310.00%0.13%0.70%Q4 2012Q1 202276
Paloma Partners Management Co 2710.00%0.07%0.30%Q2 2013Q2 202374
M&T BANK CORP 42420.00%0.37%1.53%Q2 2013Q3 202363
NOMURA HOLDINGS INC 2510.00%0.04%0.31%Q4 2012Q3 202362
GLENMEDE TRUST CO NA 4540.01%0.21%1.11%Q1 2008Q3 202361
Squarepoint Ops LLC 3110.00%0.10%0.79%Q1 2015Q3 202360
HUNTINGTON NATIONAL BANK 59590.10%0.28%0.55%Q1 2009Q3 202359
Rehmann Capital Advisory Group 44150.10%0.24%0.49%Q4 2008Q3 202359
WOLVERINE ASSET MANAGEMENT LLC 1720.00%0.02%0.16%Q2 2013Q3 202358
CLEAR STREET MARKETS LLC 2120.00%0.12%0.66%Q2 2013Q3 202357
TWO SIGMA ADVISERS, LP 42420.00%0.25%0.86%Q2 2013Q3 202354
AMALGAMATED BANK 52520.27%0.61%1.50%Q4 2010Q3 202352
HAP Trading, LLC 1610.00%0.02%0.23%Q2 2013Q3 202351
TWO SIGMA SECURITIES, LLC 1110.01%0.06%0.83%Q2 2015Q3 202351
Laurion Capital Management LP 1910.00%0.09%0.55%Q1 2014Q2 202350
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.12%0.49%1.12%Q3 2011Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.22%0.39%0.66%Q3 2011Q3 202349
Brookstone Capital Management 40400.00%0.21%0.73%Q4 2013Q3 202349
RAYMOND JAMES & ASSOCIATES 42420.00%0.31%0.62%Q2 2013Q3 202349
BANK OF MONTREAL /CAN/ 3920.00%0.14%0.26%Q2 2013Q3 202349
PEAK6 Group LLC 21210.00%0.08%0.47%Q2 2013Q2 201848
FLOSSBACH VON STORCH AG 48480.01%3.40%13.25%Q4 2010Q3 202248
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.10%0.33%0.72%Q4 2011Q3 202348
Cubist Systematic Strategies, LLC 3160.00%0.12%0.39%Q2 2014Q3 202348
MUFG Americas Holdings Corp 48480.25%0.45%0.66%Q4 2010Q3 202248
Zhang Financial LLC 47470.12%0.48%0.91%Q1 2012Q3 202347
SCHMIDT P J INVESTMENT MANAGEMENT INC 47470.10%1.06%2.67%Q1 2012Q3 202347
MCF Advisors LLC 4070.00%0.05%0.14%Q4 2011Q3 202347
First Horizon Advisors, Inc. 47470.01%0.21%0.70%Q1 2012Q3 202347
Mirae Asset Global Investments Co., Ltd. 4250.05%0.13%0.31%Q2 2011Q3 202347
EXANE DERIVATIVES 2190.00%0.20%1.17%Q4 2014Q2 202247
PEAK6 Investments LLC 19190.00%0.02%0.08%Q3 2018Q1 202346
Verition Fund Management LLC 1110.00%0.06%0.50%Q2 2013Q3 202346
MACQUARIE GROUP LTD 42420.00%0.07%0.19%Q2 2013Q3 202346
Allianz Asset Management GmbH 42420.00%0.08%0.39%Q2 2013Q3 202346
NATIXIS 42420.00%0.34%1.15%Q2 2013Q3 202346
NWAM LLC 33120.01%0.15%0.77%Q2 2012Q3 202345
HighTower Advisors, LLC 42420.00%0.31%0.56%Q2 2013Q3 202345
Capital Analysts, LLC 44440.01%0.06%0.85%Q4 2012Q3 202344
First Financial Bank - Trust Division 44440.02%0.21%1.14%Q1 2013Q4 202344
Joel Isaacson & Co., LLC 44440.04%0.13%0.29%Q4 2012Q3 202344
PALISADE CAPITAL MANAGEMENT, LP 44440.05%0.18%0.42%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.06%0.26%0.77%Q2 2010Q3 202344
SCOTIA CAPITAL INC. 42420.02%0.03%0.10%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.06%0.21%0.43%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.05%0.33%0.84%Q4 2012Q3 202344
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.10%0.48%Q2 2013Q3 202344
Tortoise Investment Management, LLC 44440.01%0.02%0.07%Q4 2012Q3 202344
CANADA PENSION PLAN INVESTMENT BOARD 43430.07%0.49%1.05%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.12%0.19%0.28%Q1 2013Q3 202343
TORONTO DOMINION BANK 43430.01%0.14%0.47%Q1 2013Q3 202343
PRIVATE TRUST CO NA 43430.31%0.64%1.18%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.10%1.05%1.63%Q1 2013Q3 202343
Montecito Bank & Trust 43430.15%0.22%0.39%Q2 2013Q4 202343
PARK NATIONAL CORP /OH/ 43430.03%0.08%0.15%Q2 2013Q4 202343
Creative Planning 42420.00%0.10%0.19%Q2 2013Q3 202343
Cetera Advisor Networks LLC 43430.06%0.22%0.66%Q1 2013Q3 202343
CIBC WORLD MARKET INC. 42420.01%0.13%1.46%Q2 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.25%0.47%0.84%Q1 2013Q3 202343
LYNCH & ASSOCIATES/IN 43430.34%0.57%1.12%Q2 2013Q4 202343
FULTON BANK, N.A. 43430.17%0.30%0.51%Q2 2013Q4 202343
Retirement Systems of Alabama 43430.24%0.46%0.86%Q1 2013Q3 202343
Fundsmith 43434.73%6.48%8.26%Q1 2013Q3 202343
Nuveen Asset Management, LLC 42420.02%0.21%0.42%Q2 2013Q3 202343
Cumberland Partners Ltd 43430.05%0.74%4.06%Q4 2012Q2 202343
M&R CAPITAL MANAGEMENT INC 43430.05%0.18%0.54%Q2 2013Q4 202343
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.28%0.54%1.39%Q1 2013Q3 202343
COMMERCE BANK 43430.16%0.43%0.81%Q1 2013Q3 202343
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 34340.00%1.55%2.86%Q2 2015Q3 202343
Bank of New York Mellon Corp 43430.00%0.47%0.85%Q1 2013Q3 202343
Private Advisor Group, LLC 40400.00%0.24%0.75%Q4 2013Q3 202343
AQR Capital Management 4210.04%0.18%0.40%Q4 2012Q3 202343
Veritable, L.P. 43430.19%0.31%0.59%Q4 2012Q2 202343
NEVILLE RODIE & SHAW INC 43430.07%0.12%0.21%Q2 2013Q4 202343
VAUGHAN DAVID INVESTMENTS LLC/IL 43430.69%0.95%1.34%Q1 2013Q3 202343
Pekin Hardy Strauss, Inc. 43430.05%0.29%0.43%Q1 2013Q3 202343
ASSOCIATED BANC-CORP 42420.21%1.71%2.40%Q2 2013Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.04%0.08%0.16%Q2 2013Q4 202343
BANK OF NOVA SCOTIA 43430.01%0.22%1.03%Q1 2013Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.07%0.18%0.48%Q1 2013Q3 202343
Janney Montgomery Scott LLC 42420.18%0.33%1.19%Q2 2013Q3 202342
AlphaMark Advisors, LLC 42420.03%0.06%0.12%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.15%1.11%2.09%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.02%0.11%0.22%Q2 2013Q3 202342
ATALANTA SOSNOFF CAPITAL, LLC 42420.01%0.30%1.91%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.09%0.15%0.31%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.05%0.13%0.24%Q2 2013Q3 202342
Cypress Capital Group 42420.46%1.23%2.26%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42420.27%0.42%0.64%Q2 2013Q3 202342
SOL Capital Management CO 42420.07%0.16%0.28%Q2 2013Q3 202342
Lido Advisors, LLC 2210.00%0.05%0.20%Q4 2017Q3 202342
EVERETT HARRIS & CO /CA/ 42420.01%0.04%0.12%Q2 2013Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42420.03%0.14%0.85%Q2 2013Q3 202342
BURNEY CO/ 42420.02%0.03%0.10%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.46%0.73%0.98%Q2 2013Q3 202342
CORTLAND ASSOCIATES INC/MO 42420.11%0.28%0.71%Q2 2013Q3 202342
MONARCH CAPITAL MANAGEMENT INC/ 42420.28%1.22%3.34%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.03%0.07%0.25%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.33%0.52%0.84%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.21%0.30%0.41%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.02%0.08%0.18%Q2 2013Q3 202342
Smithfield Trust Co 42420.06%0.13%0.41%Q2 2013Q3 202342
KEATING INVESTMENT COUNSELORS INC 42422.53%3.18%4.13%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.16%0.34%0.56%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.06%0.14%0.27%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.26%0.51%0.96%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.41%0.77%1.18%Q2 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.27%0.62%1.06%Q2 2013Q3 202342
STATE STREET CORP 42420.26%0.44%0.79%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.07%0.11%0.16%Q2 2013Q3 202342
UNIVEST FINANCIAL Corp 42420.09%0.63%1.63%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.01%0.61%1.08%Q2 2013Q3 202342
FRONT BARNETT ASSOCIATES LLC 42420.05%0.13%0.22%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.05%0.23%0.43%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.27%0.44%0.71%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.04%0.83%2.49%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.02%0.12%0.26%Q2 2013Q3 202342
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 42420.03%0.06%0.10%Q2 2013Q3 202342
UMB Bank, n.a. 42420.01%0.15%0.68%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.40%0.71%1.25%Q2 2013Q3 202342
INTRUST BANK NA 42420.17%0.27%0.47%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.03%0.10%0.49%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.42%0.75%1.16%Q2 2013Q3 202342
CALEDONIA INVESTMENTS PLC 42423.06%6.38%10.88%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.09%0.49%0.93%Q2 2013Q3 202342
MAI Capital Management 42420.04%0.17%1.60%Q2 2013Q3 202342
BARR E S & CO 42420.03%0.06%0.10%Q2 2013Q3 202342
GUYASUTA INVESTMENT ADVISORS INC 42420.29%0.43%0.60%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.12%0.32%0.68%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.05%0.11%0.22%Q2 2013Q3 202342
ATWOOD & PALMER INC 42420.04%0.14%0.66%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.01%0.29%0.55%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42420.27%0.92%2.18%Q2 2013Q3 202342
MITCHELL SINKLER & STARR/PA 42420.23%0.75%1.54%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.00%0.04%0.12%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.16%0.29%0.49%Q2 2013Q3 202342
Swiss National Bank 42420.34%0.52%0.82%Q2 2013Q3 202342
AVITY INVESTMENT MANAGEMENT INC. 42420.05%0.10%0.23%Q2 2013Q3 202342
LVM CAPITAL MANAGEMENT LTD/MI 42420.30%1.29%2.80%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.01%0.20%0.59%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.01%0.34%1.04%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.35%0.59%0.97%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.03%0.08%0.13%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.25%0.54%1.42%Q2 2013Q3 202342
Huber Capital Management LLC 42420.55%1.23%1.76%Q2 2013Q3 202342
Spot Trading L.L.C 16160.00%0.06%0.27%Q2 2013Q1 201742
Carnegie Capital Asset Management, LLC 42420.02%0.39%1.00%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.12%0.35%0.86%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.02%0.22%0.68%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.02%0.11%0.29%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.15%0.35%0.71%Q2 2013Q3 202342
WENDELL DAVID ASSOCIATES INC 42420.13%0.29%0.53%Q2 2013Q3 202342
DEPRINCE RACE & ZOLLO INC 42420.40%0.60%0.89%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.02%0.51%1.06%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.18%0.37%1.40%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.28%0.46%0.78%Q2 2013Q3 202342
FAIRFIELD, BUSH & CO. 42420.30%1.33%2.20%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.01%0.60%1.66%Q2 2013Q3 202342
Wellington Shields Capital Management, LLC 42420.11%0.19%0.35%Q2 2013Q3 202342
BLACKHILL CAPITAL INC 42420.04%0.89%2.27%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.04%0.35%1.39%Q2 2013Q3 202342
Norinchukin Bank, The 42420.13%0.34%0.55%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.62%1.02%1.64%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.21%0.68%1.95%Q2 2013Q3 202342
First Long Island Investors, LLC 42421.56%1.97%4.02%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.05%0.96%1.96%Q2 2013Q3 202342
McKinley Carter Wealth Services, Inc. 42420.02%0.47%3.15%Q2 2013Q3 202342
SHAYNE & JACOBS, LLC 42420.39%0.61%0.94%Q2 2013Q3 202342
JARISLOWSKY, FRASER Ltd 42420.02%0.26%1.08%Q2 2013Q3 202342
BRANDYWINE TRUST CO 42420.66%1.90%3.85%Q2 2013Q3 202342
TCTC Holdings, LLC 42420.64%0.93%1.52%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.06%0.17%0.39%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42421.47%2.11%2.80%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.04%0.22%0.50%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.10%0.25%0.45%Q2 2013Q3 202342
Independent Franchise Partners LLP 42423.17%6.16%10.00%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.09%0.56%1.35%Q2 2013Q3 202342
WASHINGTON TRUST BANK 42420.08%0.30%1.44%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42420.26%0.42%0.70%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.07%0.14%0.28%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.14%0.36%0.64%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42420.12%0.31%0.61%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.05%0.27%0.66%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.06%0.17%0.35%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT LLC 42420.06%0.19%0.36%Q2 2013Q3 202342
Savant Capital, LLC 42420.03%0.18%0.37%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.26%0.56%1.65%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.05%0.15%0.43%Q2 2013Q3 202342
Gardner Russo & Gardner 42425.37%7.16%9.28%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.01%0.06%0.15%Q2 2013Q3 202342
BUCKHEAD CAPITAL MANAGEMENT LLC 42420.24%0.58%1.57%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.06%0.28%0.80%Q2 2013Q3 202342
WMS Partners, LLC 42420.12%0.32%0.52%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.02%0.10%0.44%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.05%0.19%0.38%Q2 2013Q3 202342
RBF Capital, LLC 42420.05%0.23%0.66%Q2 2013Q3 202342
HYMAN CHARLES D 42420.40%0.82%1.35%Q2 2013Q3 202342
Morningstar Investment Services LLC 42420.27%1.22%3.00%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.01%1.08%2.47%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.22%0.42%0.59%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.22%0.42%0.66%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.04%1.32%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.23%0.50%0.90%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.17%0.31%0.49%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.37%0.58%1.14%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.24%0.75%1.65%Q2 2013Q3 202342
AVIVA PLC 42420.02%0.50%0.88%Q2 2013Q3 202342
Haverford Trust Co 42420.11%0.60%1.01%Q2 2013Q3 202342
ZWJ INVESTMENT COUNSEL INC 42420.02%0.09%0.36%Q2 2013Q3 202342
DAVIDSON INVESTMENT ADVISORS 42420.78%1.34%1.87%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.30%0.68%2.04%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.01%0.06%0.20%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.02%0.11%0.42%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.05%0.14%0.31%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.09%0.27%0.54%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.13%1.23%2.21%Q2 2013Q3 202342
Meiji Yasuda Life Insurance Co 42420.01%0.38%0.88%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.07%0.20%0.50%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.07%0.25%0.62%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.16%0.49%1.03%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.29%0.51%0.83%Q2 2013Q3 202342
Narwhal Capital Management 42420.20%0.86%1.48%Q2 2013Q3 202342
SPINNAKER TRUST 42420.10%0.20%0.46%Q2 2013Q3 202342
Sandy Spring Bank 42420.06%0.19%0.36%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.25%0.61%1.33%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.05%0.13%0.38%Q2 2013Q3 202342
GREENLEAF TRUST 42420.02%0.03%0.05%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.07%0.16%0.26%Q2 2013Q3 202342
HARVEY INVESTMENT CO LLC 42420.11%0.19%0.31%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.18%0.35%1.23%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.07%0.26%0.62%Q2 2013Q3 202342
Calamos Wealth Management LLC 42420.02%0.30%1.14%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.02%0.58%1.53%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.15%0.30%0.50%Q2 2013Q3 202342
Ancora Advisors LLC 42420.01%0.06%0.13%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.04%0.11%0.29%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.12%0.27%0.51%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.04%0.11%0.20%Q2 2013Q3 202342
STRS OHIO 42420.21%0.45%1.20%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.06%0.18%0.40%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.36%0.74%1.29%Q2 2013Q3 202342
Welch Group, LLC 42420.04%0.16%0.36%Q2 2013Q3 202342
HOURGLASS CAPITAL, LLC 42420.81%1.64%2.38%Q2 2013Q3 202342
Korea Investment CORP 42420.02%0.36%0.72%Q2 2013Q3 202342
Mechanics Bank Trust Department 42420.46%1.30%2.60%Q2 2013Q3 202342
Hayek Kallen Investment Management 42421.04%2.24%4.01%Q2 2013Q3 202342
TANAKA CAPITAL MANAGEMENT INC 42420.98%1.40%2.25%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.00%0.02%0.05%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42420.17%0.69%1.35%Q2 2013Q3 202342
HARRIS ASSOCIATES L P 42420.00%0.53%1.10%Q2 2013Q3 202342
First City Capital Management, Inc. 42420.42%0.65%1.08%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.35%0.52%0.72%Q2 2013Q3 202342
Busey Bank 42420.05%0.38%0.85%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.05%0.14%0.38%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.00%0.45%1.43%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42420.02%0.09%0.31%Q2 2013Q3 202342
Spears Abacus Advisors LLC 42420.07%0.23%0.67%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.01%0.08%0.30%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.05%0.19%0.34%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.12%0.42%0.82%Q2 2013Q3 202342
Capital World Investors 42420.88%1.53%2.35%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.29%0.46%0.75%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.31%0.51%0.86%Q2 2013Q3 202342
Capital Research Global Investors 42420.92%1.87%3.78%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.25%0.89%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.12%0.47%1.24%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.01%0.34%1.40%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.06%0.15%0.27%Q2 2013Q3 202342
CONNING INC. 42420.23%0.88%1.24%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42421.64%2.26%3.04%Q2 2013Q3 202342
BECKER CAPITAL MANAGEMENT INC 42420.01%0.02%0.02%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.02%0.24%0.76%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.15%0.50%1.30%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.04%0.14%0.41%Q2 2013Q3 202342
Ninety One UK Ltd 42420.52%1.44%3.07%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.05%0.20%0.39%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.04%0.13%0.26%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.15%0.56%1.55%Q2 2013Q3 202342
LONDON CO OF VIRGINIA 42420.03%0.72%1.73%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.01%0.03%0.07%Q2 2013Q3 202342
KBC Group NV 42420.03%0.24%0.96%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.11%0.20%Q2 2013Q3 202342
Cutter & CO Brokerage, Inc. 42420.09%0.15%0.25%Q2 2013Q3 202342
LPL Financial LLC 42420.05%0.11%0.21%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.34%0.52%0.85%Q2 2013Q3 202342
Choate Investment Advisors 42420.01%0.04%0.09%Q2 2013Q3 202342
BERKSHIRE ASSET MANAGEMENT LLC/PA 42420.08%0.26%0.49%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.05%0.26%1.02%Q2 2013Q3 202342
Callahan Advisors, LLC 42420.04%0.09%0.16%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.00%0.02%0.05%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.09%0.19%0.38%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.02%0.10%0.26%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.01%0.14%0.99%Q2 2013Q3 202342
CHICKASAW CAPITAL MANAGEMENT LLC 42420.07%0.13%0.33%Q2 2013Q3 202342
HOWE & RUSLING INC 42420.13%0.85%2.08%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.02%0.03%0.05%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.03%0.06%0.13%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.07%0.34%0.84%Q2 2013Q3 202342
Legal & General Group Plc 42420.25%0.49%0.91%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.02%0.15%0.37%Q2 2013Q3 202342
SouthState Corp 42420.12%0.19%0.37%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.11%0.30%0.52%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.12%0.37%0.79%Q2 2013Q3 202342
CINCINNATI INSURANCE CO 42420.06%0.54%0.88%Q2 2013Q3 202342
Atlas Brown,Inc. 42420.11%0.31%0.64%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.20%0.65%1.46%Q2 2013Q3 202342
DODGE & COX 42420.00%0.00%0.00%Q2 2013Q3 202342
CINCINNATI FINANCIAL CORP 42421.94%3.41%4.78%Q2 2013Q3 202342
West Oak Capital, LLC 42420.12%0.28%0.45%Q2 2013Q3 202342
ADAMS DIVERSIFIED EQUITY FUND, INC. 42420.21%1.30%2.21%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.08%0.34%0.73%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.08%0.29%1.38%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.13%0.21%0.33%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.08%0.12%0.23%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.33%1.41%2.91%Q2 2013Q3 202342
UNITED BANK 42420.03%1.40%7.71%Q2 2013Q3 202342
COOKE & BIELER LP 42420.58%1.19%2.04%Q2 2013Q3 202342
Bath Savings Trust Co 42420.07%0.28%0.47%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.02%0.10%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.03%0.10%0.30%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.12%0.51%1.76%Q2 2013Q3 202342
BARROW HANLEY MEWHINNEY & STRAUSS LLC 42420.01%1.76%3.14%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.00%0.20%0.83%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.08%0.14%0.22%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.16%0.40%0.67%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.35%0.56%0.90%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.04%0.33%0.66%Q2 2013Q3 202342
PITCAIRN CO 42420.09%0.19%0.36%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.17%0.37%0.60%Q2 2013Q3 202342
FMR LLC 42420.04%0.17%0.37%Q2 2013Q3 202342
Mariner, LLC 42420.05%0.11%0.24%Q2 2013Q3 202342
BANK OF HAWAII 42420.12%0.55%1.40%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.06%0.55%1.12%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.11%0.53%1.29%Q2 2013Q3 202342
Epoch Investment Partners, Inc. 42420.61%0.89%1.42%Q2 2013Q3 202342
MOTCO 42420.01%0.33%0.86%Q2 2013Q3 202342
REAVES W H & CO INC 42420.01%0.03%0.06%Q2 2013Q3 202342
GRANDFIELD & DODD, LLC 42420.05%0.13%0.23%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.22%0.40%0.68%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42420.04%0.28%0.72%Q2 2013Q3 202342
Hills Bank & Trust Co 42420.07%0.12%0.20%Q2 2013Q3 202342
Ledyard National Bank 42420.04%0.19%0.36%Q2 2013Q3 202342
DIVIDEND ASSETS CAPITAL, LLC 42420.01%0.05%0.11%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.20%0.32%0.54%Q2 2013Q3 202342
BlackRock Inc. 42420.22%0.31%0.57%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.28%3.58%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.08%0.10%0.14%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.03%0.13%0.27%Q2 2013Q3 202342
Cullen Capital Management, LLC 42421.63%2.31%3.20%Q2 2013Q3 202342
Permit Capital, LLC 42420.18%0.47%1.14%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.15%0.30%0.80%Q2 2013Q3 202342
1ST SOURCE BANK 42420.02%0.05%0.10%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.23%0.43%0.75%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.14%0.55%1.34%Q2 2013Q3 202342
TRUSTCO BANK CORP N Y 42420.37%0.49%0.63%Q2 2013Q3 202342
US BANCORP \DE\ 42420.11%0.34%0.77%Q2 2013Q3 202342
Calamos Advisors LLC 42420.15%0.34%1.30%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.47%0.75%1.14%Q2 2013Q3 202342
ProShare Advisors LLC 42420.06%0.16%0.42%Q2 2013Q3 202342
TAURUS ASSET MANAGEMENT, LLC 42420.07%0.99%2.06%Q2 2013Q3 202342
SEGALL BRYANT & HAMILL, LLC 42420.01%0.02%0.03%Q1 2013Q2 202342
ARROW FINANCIAL CORP 42420.04%0.17%0.30%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.08%0.29%0.76%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.08%0.24%0.50%Q2 2013Q3 202342
FARMERS TRUST CO 42420.10%0.46%1.70%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.19%0.40%3.32%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.12%0.46%1.40%Q2 2013Q3 202342
Benin Management CORP 42420.10%0.18%0.29%Q2 2013Q3 202342
FORVIS Wealth Advisors, LLC 42420.03%0.12%1.24%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.30%0.87%1.55%Q2 2013Q3 202342
Bangor Savings Bank 42420.06%0.31%1.01%Q2 2013Q3 202342
GRIMES & COMPANY, INC. 42420.01%0.09%0.36%Q2 2013Q3 202342
Hartford Financial Management Inc. 42420.16%0.40%0.76%Q2 2013Q3 202342
MEYER HANDELMAN CO 42420.20%0.46%0.81%Q2 2013Q3 202342
Coastline Trust Co 42420.06%0.19%0.36%Q2 2013Q3 202342
Clark Capital Management Group, Inc. 42420.01%0.38%1.37%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.00%0.11%0.36%Q2 2013Q4 202342
Rathbones Group PLC 42420.03%0.84%2.57%Q2 2013Q3 202342
Violich Capital Management, Inc. 42420.57%1.17%2.52%Q2 2013Q3 202342
RNC CAPITAL MANAGEMENT LLC 42420.12%1.53%2.16%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.02%0.08%0.17%Q2 2013Q3 202342
Town & Country Bank & Trust CO dba First Bankers Trust CO 42421.29%1.76%2.38%Q2 2013Q3 202342
Coho Partners, Ltd. 42422.26%3.22%4.61%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.16%0.24%0.35%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.03%0.12%0.30%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.18%0.29%0.52%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.09%0.43%0.89%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.03%0.06%0.10%Q2 2013Q3 202342
Tufton Capital Management 42420.44%0.83%1.12%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.38%0.55%1.02%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.07%0.18%0.99%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.06%0.16%0.30%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.94%1.93%3.12%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.29%0.63%1.28%Q2 2013Q3 202342
Janney Capital Management LLC 42420.00%0.97%1.46%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.04%0.08%0.28%Q2 2013Q3 202342
EXCALIBUR MANAGEMENT CORP 42420.43%0.80%1.32%Q2 2013Q3 202342
Invesco Ltd. 42420.13%0.40%0.74%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.08%0.13%0.20%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.06%0.26%0.51%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.12%0.90%1.68%Q2 2013Q3 202342
BEESE FULMER INVESTMENT MANAGEMENT, INC. 42420.66%1.45%2.40%Q2 2013Q3 202342
Newman Dignan & Sheerar, Inc. 42420.01%0.27%3.88%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.04%0.10%0.33%Q2 2013Q3 202342
Capital International Sarl 42420.33%1.38%2.32%Q2 2013Q3 202342
CAPITAL INTERNATIONAL LTD /CA/ 42420.09%0.80%1.71%Q2 2013Q3 202342
YACKTMAN ASSET MANAGEMENT LP 42420.01%0.02%0.03%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.12%0.50%0.96%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.27%0.43%0.79%Q2 2013Q3 202342
NICHOLAS COMPANY, INC. 42420.08%0.82%1.99%Q2 2013Q3 202342
MAIRS & POWER INC 42420.00%0.01%0.02%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.18%0.82%1.98%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.03%0.09%0.21%Q2 2013Q3 202342
TODD ASSET MANAGEMENT LLC 42420.04%0.36%1.90%Q2 2013Q3 202342
First Fiduciary Investment Counsel, Inc. 42421.47%2.77%4.67%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.27%0.45%0.74%Q2 2013Q3 202342
Bollard Group LLC 42420.09%0.40%0.99%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.13%1.17%1.82%Q2 2013Q3 202342
WINDWARD CAPITAL MANAGEMENT CO /CA 42420.25%1.50%3.00%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.03%0.10%0.16%Q2 2013Q4 202342
Utah Retirement Systems 42420.33%0.54%0.86%Q2 2013Q3 202342
NewSquare Capital LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.08%0.18%0.49%Q2 2013Q3 202342
Hudock, Inc. 42420.06%0.15%0.42%Q2 2013Q3 202342
AR ASSET MANAGEMENT INC 42422.67%3.77%5.51%Q2 2013Q3 202342
VALICENTI ADVISORY SERVICES INC 42420.25%0.67%1.66%Q2 2013Q3 202342
GW HENSSLER & ASSOCIATES LTD 42420.03%0.82%1.95%Q2 2013Q3 202342
NBT BANK N A /NY 42420.28%0.63%0.89%Q2 2013Q3 202342
Granite Investment Partners, LLC 42420.03%0.17%0.56%Q2 2013Q3 202342
MARCO INVESTMENT MANAGEMENT LLC 42420.03%0.10%0.26%Q2 2013Q3 202342
Verity & Verity, LLC 42420.23%1.03%1.66%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.01%0.06%0.16%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.04%0.09%0.19%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.02%1.42%3.10%Q2 2013Q3 202342
Hendershot Investments Inc. 42420.09%0.30%1.28%Q2 2013Q3 202342
GW&K Investment Management, LLC 42420.35%0.50%0.82%Q2 2013Q3 202342
Triangle Securities Wealth Management 42420.25%0.93%2.21%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.11%0.23%0.50%Q2 2013Q3 202342
GREATMARK INVESTMENT PARTNERS, INC. 42420.06%0.21%0.42%Q2 2013Q3 202342
EP Wealth Advisors, LLC 42420.00%0.10%0.26%Q2 2013Q3 202342
WRIGHT INVESTORS SERVICE INC 42420.32%0.97%2.06%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.10%0.36%2.35%Q2 2013Q3 202342
MORGAN STANLEY 42420.40%0.57%0.84%Q2 2013Q3 202342
Capital International, Inc./CA/ 42420.20%0.85%1.81%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.72%1.02%1.37%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.01%0.03%0.04%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.06%0.40%1.03%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.99%1.94%3.79%Q2 2013Q3 202342
DAVIS R M INC 42420.01%0.03%0.07%Q2 2013Q3 202342
PARTHENON LLC 42420.46%0.92%1.79%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.14%0.41%0.75%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.20%0.57%0.94%Q2 2013Q3 202342
FACTORY MUTUAL INSURANCE CO 42420.33%0.96%1.56%Q2 2013Q3 202342
C M BIDWELL & ASSOCIATES LTD 42420.00%0.06%0.99%Q2 2013Q3 202342
FIRST CITIZENS BANK & TRUST CO 42420.02%0.23%0.86%Q2 2013Q3 202342
Cetera Advisors LLC 42420.08%0.14%0.30%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.67%0.86%1.20%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.02%0.06%0.22%Q2 2013Q3 202342
PineBridge Investments, L.P. 42420.02%0.25%1.06%Q2 2013Q3 202342
CAPITAL CITY TRUST CO/FL 42420.34%0.53%0.73%Q2 2013Q3 202342
Markel Corporation 42420.12%0.21%0.36%Q2 2013Q3 202342
Richard Bernstein Advisors LLC 42420.08%0.27%0.82%Q2 2013Q3 202342
FIRST BUSINESS FINANCIAL SERVICES, INC. 42420.12%0.21%0.66%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.04%0.07%0.10%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42421.11%1.66%2.58%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.04%0.12%0.25%Q2 2013Q3 202342
OLD POINT TRUST & FINANCIAL SERVICES N A 42420.49%0.76%1.09%Q2 2013Q3 202342
Accredited Investors Inc. 42420.04%0.10%0.17%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.31%0.44%0.62%Q2 2013Q3 202342
SALEM INVESTMENT COUNSELORS INC 42420.08%0.42%1.31%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42420.06%0.14%0.39%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.04%0.15%0.92%Q2 2013Q3 202342
AUXIER ASSET MANAGEMENT 42422.80%3.51%4.86%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.02%0.05%0.12%Q2 2013Q3 202342
Clear Harbor Asset Management, LLC 42420.01%0.05%0.09%Q2 2013Q3 202342
STALEY CAPITAL ADVISERS INC 42420.70%1.68%2.48%Q2 2013Q3 202342
ACADIAN ASSET MANAGEMENT LLC 41410.00%0.32%0.99%Q3 2013Q3 202341
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 28130.02%0.53%1.02%Q2 2013Q3 202341
TRUST CO OF OKLAHOMA 28130.18%0.45%0.68%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.04%0.09%0.19%Q3 2013Q3 202341
Advisory Services Network, LLC 27140.13%0.38%1.06%Q2 2013Q3 202341
Atria Investments, Inc 27140.06%0.20%0.31%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.14%0.55%0.95%Q2 2013Q3 202341
FAYEZ SAROFIM & CO 4013.87%6.50%9.86%Q2 2013Q3 202341
FISHMAN JAY A LTD/MI 29120.07%0.13%0.21%Q2 2013Q3 202341
Verus Financial Partners, Inc. 29120.33%1.04%1.70%Q2 2013Q3 202341
Waverly Advisors, LLC 41410.03%0.11%0.34%Q3 2013Q3 202341
BLB&B Advisors, LLC 28130.02%0.16%0.38%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.17%0.38%0.68%Q4 2013Q4 202341
1832 Asset Management L.P. 4010.00%0.06%0.47%Q2 2013Q3 202341
Diversified Trust Co 3710.02%0.38%1.48%Q2 2013Q4 202341
Portland Global Advisors LLC 3470.04%0.11%0.18%Q2 2013Q3 202341
HM PAYSON & CO 22190.10%0.29%0.61%Q2 2013Q3 202341
Wellington Shields & Co., LLC 25160.05%0.80%2.17%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.20%0.56%0.82%Q2 2013Q3 202341
Ariel Investments 41410.01%2.16%5.36%Q3 2013Q3 202341
WESBANCO BANK INC 30110.09%0.15%0.27%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.16%0.40%Q3 2013Q3 202341
CAPITAL ADVISORS INC/OK 23180.02%0.07%0.23%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.11%0.18%0.28%Q2 2013Q2 202341
PATTON ALBERTSON MILLER GROUP, LLC 41410.06%0.38%1.11%Q2 2013Q2 202341
Arizona State Retirement System 3380.27%0.51%0.99%Q1 2013Q3 202341
SNS Financial Group, LLC 2620.03%0.14%0.38%Q1 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.04%0.07%0.12%Q2 2013Q3 202341
Provident Investment Management, Inc. 41410.03%0.09%0.50%Q2 2013Q2 202341
BOKF, NA 3290.13%0.31%0.52%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.36%0.61%0.95%Q3 2013Q3 202341
COMERICA BANK 3920.00%0.33%0.76%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.05%0.47%0.91%Q3 2013Q3 202341
WASHINGTON TRUST Co 25160.03%0.06%0.12%Q2 2013Q3 202341
SPIRIT OF AMERICA MANAGEMENT CORP/NY 3920.07%0.25%0.40%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.05%1.18%3.76%Q3 2013Q3 202341
FLPUTNAM INVESTMENT MANAGEMENT CO 25160.02%0.10%0.75%Q2 2013Q3 202341
SCHULHOFF & CO INC 22190.14%0.17%0.21%Q2 2013Q3 202341
Shelter Mutual Insurance Co 41411.43%2.06%3.09%Q2 2013Q2 202341
Tower Research Capital LLC (TRC) 24170.00%0.12%0.48%Q2 2013Q3 202341
BUCKINGHAM STRATEGIC WEALTH, LLC 3740.03%0.17%0.55%Q2 2013Q3 202341
First Eagle Investment Management, LLC 22190.00%1.32%3.32%Q2 2013Q3 202341
TELEMUS CAPITAL, LLC 41410.08%0.18%0.48%Q3 2013Q3 202341
Financial Architects, Inc 3640.04%0.18%0.40%Q2 2013Q2 202341
Sky Investment Group LLC 41411.48%2.71%4.58%Q3 2013Q3 202341
Gradient Investments LLC 24170.00%0.07%0.51%Q2 2013Q3 202341
WBH ADVISORY INC 3830.05%0.22%0.80%Q2 2013Q3 202341
CREDIT AGRICOLE S A 21190.00%0.18%0.58%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.09%0.43%0.90%Q2 2013Q2 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3740.06%0.22%0.85%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.11%0.36%0.82%Q3 2013Q3 202341
LOOMIS SAYLES & CO L P 24170.00%0.08%0.34%Q2 2013Q3 202341
Employees Retirement System of Texas 41410.03%0.43%0.72%Q2 2013Q2 202341
BIRINYI ASSOCIATES INC 3910.08%0.55%1.51%Q2 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.06%0.13%0.23%Q4 2013Q3 202340
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 40400.80%1.03%1.28%Q4 2013Q3 202340
HENDLEY & CO INC 40400.61%1.06%1.60%Q4 2013Q3 202340
SCHNIEDERS CAPITAL MANAGEMENT LLC 40400.12%0.33%1.11%Q4 2013Q3 202340
Capital International Investors 40400.73%1.56%2.73%Q4 2013Q3 202340
American Money Management, LLC 40400.18%1.36%2.37%Q4 2013Q3 202340
Evanson Asset Management, LLC 40400.08%0.25%0.52%Q4 2013Q3 202340
Louisiana State Employees Retirement System 40400.20%0.37%0.56%Q4 2013Q3 202340
MARATHON CAPITAL MANAGEMENT 2860.06%0.13%0.28%Q2 2013Q3 202340
United Asset Strategies, Inc. 3820.07%0.27%1.10%Q3 2013Q3 202340
DUPONT CAPITAL MANAGEMENT CORP 40400.03%0.27%0.66%Q2 2013Q1 202340
HighTower Trust Company, N.A. 40401.17%1.94%2.97%Q2 2013Q1 202340
Kentucky Retirement Systems 3730.36%0.60%0.94%Q3 2013Q3 202340
Hilltop Holdings Inc. 40400.23%0.56%1.19%Q4 2013Q3 202340
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 40400.00%0.18%0.77%Q4 2013Q3 202340
Pure Financial Advisors, LLC 22180.02%0.07%0.15%Q2 2013Q4 202340
Private Ocean, LLC 40400.00%0.02%0.05%Q4 2013Q3 202340
Fernwood Investment Management, LLC 40400.91%1.46%2.26%Q4 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.02%0.16%0.54%Q4 2013Q3 202340
Stonebridge Capital Advisors LLC 40400.04%0.13%0.52%Q4 2013Q3 202340
FIL Ltd 2820.00%0.21%0.79%Q2 2013Q3 202340
LINCOLN NATIONAL CORP 40400.02%0.05%0.14%Q4 2013Q3 202340
Addison Capital Co 40400.72%1.23%1.68%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.24%0.37%0.56%Q4 2013Q3 202340
BANQUE PICTET & CIE SA 40400.07%0.21%1.22%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.13%0.23%0.54%Q4 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.04%0.29%0.70%Q4 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.04%0.68%1.34%Q4 2013Q3 202340
ALPS ADVISORS INC 40400.09%0.25%0.36%Q4 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.90%1.26%1.71%Q4 2013Q3 202340
Heritage Wealth Advisors 40400.33%2.42%6.12%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.02%0.03%0.05%Q4 2013Q3 202340
D'Orazio & Associates, Inc. 40400.12%0.18%0.27%Q4 2013Q3 202340
GIRARD PARTNERS LTD. 40400.06%0.58%1.77%Q4 2013Q3 202340
BRIGHTON JONES LLC 26140.03%0.09%0.23%Q2 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.50%0.71%1.23%Q4 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.08%0.19%0.34%Q2 2013Q1 202340
SignalPoint Asset Management, LLC 30100.06%0.25%0.69%Q3 2013Q3 202340
TD Capital Management LLC 3550.01%0.01%0.03%Q2 2013Q3 202340
Parsec Financial Management, Inc. 40400.03%0.06%0.15%Q2 2013Q1 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.03%0.24%0.87%Q4 2013Q4 202340
Allworth Financial LP 3510.01%0.04%0.18%Q2 2013Q3 202340
COLONY GROUP LLC 40400.01%0.08%0.20%Q4 2013Q3 202340
Waldron Private Wealth LLC 40400.06%0.35%1.05%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.00%0.01%0.05%Q4 2013Q3 202340
Avalon Investment & Advisory 40400.05%1.41%3.04%Q2 2013Q1 202340
CITY HOLDING CO 40400.04%0.15%0.27%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.03%0.07%0.14%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.02%0.05%0.12%Q4 2013Q3 202340
Gotham Asset Management, LLC 28120.02%0.31%0.78%Q2 2013Q3 202340
Bouchey Financial Group Ltd 40400.07%0.12%0.26%Q4 2013Q3 202340
American Assets Investment Management, LLC 3630.09%0.19%0.32%Q4 2013Q3 202339
Supplemental Annuity Collective Trust of NJ 39390.44%0.71%1.10%Q1 2014Q3 202339
Hillsdale Investment Management Inc. 20190.00%0.06%0.28%Q2 2013Q3 202339
Cannell & Co. 39390.07%0.12%0.17%Q1 2014Q3 202339
JACOBS & CO/CA 39390.03%0.08%0.14%Q2 2013Q4 202239
Carlson Capital Management 3360.02%0.08%0.16%Q2 2013Q1 202339
Freedom Investment Management, Inc. 3540.02%0.07%0.12%Q1 2013Q4 202239
BANK OF THE WEST 39390.23%0.56%1.81%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.18%0.36%0.65%Q1 2014Q3 202339
Thomasville National Bank 27120.21%0.38%0.62%Q3 2013Q3 202339
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 39390.11%0.48%0.76%Q1 2014Q3 202339
Annex Advisory Services, LLC 39390.06%0.15%0.33%Q1 2014Q3 202339
Columbia Asset Management 3360.11%0.17%0.29%Q4 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.11%0.72%1.43%Q2 2013Q4 202239
VICTORY CAPITAL MANAGEMENT INC 3410.00%0.13%0.36%Q3 2013Q3 202339
KORNITZER CAPITAL MANAGEMENT INC /KS 2250.00%0.00%0.01%Q2 2013Q3 202339
ING GROEP NV 2610.04%0.31%0.97%Q1 2013Q3 202339
Occidental Asset Management, LLC 39390.05%0.25%0.99%Q1 2014Q3 202339
CSU Producer Resources, Inc. 39393.00%5.55%10.15%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.01%0.04%0.07%Q1 2014Q3 202339
Archford Capital Strategies, LLC 39390.10%0.48%1.20%Q1 2014Q3 202339
ARGI Investment Services, LLC 39390.02%0.09%0.20%Q2 2013Q4 202239
Moors & Cabot, Inc. 39390.12%0.25%0.44%Q1 2014Q3 202339
Dynamic Advisor Solutions LLC 3530.00%0.22%0.84%Q4 2013Q3 202339
Point72 Hong Kong Ltd 910.00%0.16%0.88%Q4 2014Q3 202239
CHOREO, LLC 39390.07%0.40%0.73%Q1 2014Q3 202339
SFMG, LLC 20190.03%0.08%0.24%Q2 2013Q3 202339
Atlantic Union Bankshares Corp 39390.64%1.09%1.79%Q1 2014Q3 202339
Avior Wealth Management, LLC 39390.01%0.06%0.16%Q1 2014Q3 202339
STRATEGY ASSET MANAGERS LLC 3270.05%0.18%0.85%Q2 2013Q3 202339
Timber Creek Capital Management LLC 39390.02%0.03%0.06%Q1 2014Q3 202339
INTACT INVESTMENT MANAGEMENT INC. 24150.01%0.29%0.67%Q2 2013Q3 202339
NJ State Employees Deferred Compensation Plan 39390.45%0.80%1.30%Q1 2014Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.30%0.52%0.83%Q1 2014Q3 202339
COUNTRY TRUST BANK 39390.00%0.19%0.68%Q2 2014Q4 202339
VIRGINIA RETIREMENT SYSTEMS ET AL 2440.09%0.35%0.83%Q2 2013Q2 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.19%0.46%0.73%Q2 2013Q4 202239
Garde Capital, Inc. 38380.02%0.08%0.19%Q2 2014Q3 202338
YHB Investment Advisors, Inc. 2730.02%0.07%0.16%Q2 2013Q2 202338
White Pine Investment CO 38380.13%0.25%0.40%Q2 2013Q3 202238
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3260.46%0.67%1.01%Q2 2013Q3 202338
American Research & Management Co. 38380.86%1.28%1.80%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.09%0.27%0.68%Q2 2013Q3 202238
CHARTWELL INVESTMENT PARTNERS, LLC 38380.24%0.41%0.67%Q2 2014Q3 202338
ROCKLAND TRUST CO 3620.04%0.18%0.42%Q3 2013Q3 202338
P.A.W. CAPITAL CORP 38380.50%0.76%1.29%Q2 2013Q3 202238
REGENTATLANTIC CAPITAL LLC 38380.09%0.21%0.40%Q2 2013Q3 202238
Stratos Wealth Partners, LTD. 38380.05%0.25%1.14%Q2 2014Q3 202338
Smith, Salley & Associates 38380.04%0.14%0.31%Q2 2014Q3 202338
CAMBRIDGE TRUST CO 2810.01%0.04%0.08%Q2 2013Q3 202338
BALDWIN BROTHERS LLC/MA 38380.05%0.16%0.37%Q3 2014Q4 202338
State of New Jersey Common Pension Fund D 38380.25%0.50%0.84%Q2 2014Q3 202338
AGF INVESTMENTS INC. 38380.52%1.37%2.45%Q2 2013Q3 202238
Covington Capital Management 38380.07%0.24%0.52%Q2 2013Q3 202238
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 2110.11%0.45%1.80%Q2 2013Q3 202338
LS Investment Advisors, LLC 3530.05%0.18%0.30%Q2 2013Q4 202238
Ashfield Capital Partners, LLC 38380.08%0.14%0.31%Q2 2013Q3 202238
Kovack Advisors, Inc. 32320.00%0.12%0.35%Q4 2015Q3 202338
Maryland Capital Management 38380.02%0.24%0.49%Q2 2013Q3 202238
DOWLING & YAHNKE LLC 38380.01%0.06%0.12%Q2 2013Q3 202238
MERITAGE PORTFOLIO MANAGEMENT 38380.04%0.31%0.70%Q2 2014Q3 202338
WHALEROCK POINT PARTNERS, LLC 15100.12%0.23%0.38%Q4 2013Q3 202338
VESTOR CAPITAL, LLC 2310.01%0.03%0.11%Q2 2013Q3 202337
Gratus Capital, LLC 36360.01%0.13%1.12%Q4 2014Q3 202337
PHILADELPHIA TRUST CO 3340.02%0.04%0.06%Q2 2013Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.13%0.29%0.53%Q2 2013Q2 202237
NatWest Group plc 37370.06%0.32%2.04%Q2 2013Q2 202237
BAR HARBOR TRUST SERVICES 37370.00%0.16%0.28%Q2 2013Q2 202237
AMG National Trust Bank 1480.01%0.17%0.40%Q2 2013Q3 202337
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1810.00%0.18%0.78%Q2 2013Q3 202337
BERNZOTT CAPITAL ADVISORS 22150.20%0.83%2.31%Q4 2013Q3 202337
AXA S.A. 37370.00%0.18%0.64%Q2 2013Q2 202237
CADENCE BANK NA 37370.37%0.99%1.64%Q2 2013Q2 202237
Legacy Private Trust Co. 2510.02%0.21%1.22%Q2 2013Q3 202337
HOWLAND CAPITAL MANAGEMENT LLC 2520.01%0.05%0.09%Q2 2013Q3 202337
South Dakota Investment Council 37370.12%0.64%1.23%Q3 2014Q3 202337
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.03%0.15%0.32%Q2 2013Q2 202237
Regal Investment Advisors LLC 2010.03%0.16%0.77%Q2 2013Q3 202337
BARINGS LLC 37370.01%0.12%0.34%Q2 2013Q2 202237
Grantham, Mayo, Van Otterloo & Co. LLC 3030.00%1.99%5.24%Q2 2013Q3 202337
CORNERCAP INVESTMENT COUNSEL INC 37370.04%0.29%0.67%Q3 2014Q3 202337
Regent Investment Management LLC 37370.19%0.33%0.48%Q4 2013Q4 202237
Renaissance Technologies 1320.00%0.26%0.75%Q2 2013Q2 202337
GRIFFIN ASSET MANAGEMENT, INC. 26110.26%0.44%0.81%Q2 2013Q3 202337
National Pension Service 37370.34%0.52%0.79%Q3 2014Q3 202337
Lumbard & Kellner, LLC 3250.10%0.22%0.38%Q4 2013Q3 202337
FIRST MERCHANTS CORP 3210.01%0.09%0.27%Q2 2013Q2 202337
Glassman Wealth Services 36360.02%0.06%0.17%Q4 2014Q3 202336
GSA CAPITAL PARTNERS LLP 2210.02%0.17%0.68%Q2 2013Q3 202336
Perigon Wealth Management, LLC 2010.02%0.39%1.40%Q3 2011Q3 202336
BAR HARBOR WEALTH MANAGEMENT 2820.02%0.08%0.17%Q1 2013Q3 202336
IBM Retirement Fund 36360.31%0.57%0.93%Q2 2013Q1 202236
Barrett Asset Management, LLC 36360.04%0.10%0.19%Q2 2013Q1 202236
ORRSTOWN FINANCIAL SERVICES INC 36360.02%0.20%0.52%Q2 2013Q1 202236
Formidable Asset Management, LLC 1710.00%0.21%0.43%Q3 2013Q3 202336
BENEDICT FINANCIAL ADVISORS INC 36361.34%1.99%2.96%Q4 2014Q3 202336
KWMG, LLC 36360.03%0.20%0.76%Q4 2014Q3 202336
Canal Capital Management, LLC 36360.90%1.43%2.32%Q4 2014Q3 202336
Freestone Capital Holdings, LLC 36360.02%0.23%0.42%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.11%0.29%0.75%Q4 2014Q3 202336
McGowan Group Asset Management, Inc. 36360.08%0.10%0.15%Q4 2014Q3 202336
Legacy Capital Partners, Inc. 36360.38%0.76%1.17%Q2 2013Q1 202236
First Personal Financial Services 36360.01%0.03%0.08%Q4 2014Q3 202336
Sigma Planning Corp 36360.08%0.18%0.32%Q4 2014Q3 202336
SVB WEALTH LLC 36360.02%0.14%0.48%Q4 2014Q3 202336
Northside Capital Management, LLC 36360.30%0.55%1.66%Q4 2014Q3 202336
Mengis Capital Management, Inc. 36360.44%1.38%3.04%Q4 2014Q3 202336
Keystone Financial Planning, Inc. 3510.03%2.97%3.81%Q4 2013Q3 202336
Chicago Partners Investment Group LLC 36360.01%0.05%0.08%Q4 2014Q3 202336
Wealth Architects, LLC 36360.10%0.17%0.33%Q4 2014Q3 202336
AllSquare Wealth Management LLC 36360.12%0.18%0.32%Q4 2014Q3 202336
LVW Advisors, LLC 36360.06%0.58%1.32%Q4 2014Q3 202336
Cypress Capital Management LLC (WY) 36360.55%1.59%4.67%Q4 2014Q3 202336
Argent Trust Co 36360.19%0.35%0.70%Q4 2014Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.08%0.18%0.28%Q2 2013Q1 202236
Summit Financial Wealth Advisors, LLC 36360.08%0.69%1.72%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.21%0.37%0.56%Q4 2014Q3 202336
Brown Advisory Securities, LLC 36360.08%0.28%0.50%Q2 2013Q1 202236
SEARLE & CO. 36361.34%1.97%5.34%Q4 2014Q3 202336
Blue Chip Partners, LLC 36360.02%0.89%1.98%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.06%0.16%0.36%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.06%0.14%0.28%Q2 2013Q1 202236
Bison Wealth, LLC 36360.16%0.50%1.00%Q4 2014Q3 202336
Northstar Group, Inc. 36360.06%0.30%0.69%Q4 2014Q3 202336
VALLEY WEALTH MANAGERS, INC. 19170.01%0.89%1.90%Q2 2013Q4 202236
KINGS POINT CAPITAL MANAGEMENT 36360.06%0.86%2.04%Q2 2013Q1 202236
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.83%1.36%1.93%Q4 2014Q3 202336
Azimuth Capital Management LLC 36360.02%0.06%0.09%Q2 2013Q1 202236
People's United Financial, Inc. 36360.04%0.24%0.97%Q2 2013Q1 202236
Wallace Capital Management Inc. 36360.05%0.07%0.11%Q4 2014Q3 202336
Livingston Group Asset Management CO (operating as Southport Capital Management) 36360.09%0.20%0.40%Q2 2013Q1 202236
TUDOR INVESTMENT CORP ET AL 710.01%0.04%0.17%Q1 2014Q3 202336
Glenview Trust Co 2810.20%0.89%2.80%Q4 2008Q3 202336
Capital Planning Advisors, LLC 36360.12%0.89%2.72%Q4 2014Q3 202336
Community Bank, N.A. 36360.02%0.11%0.20%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.23%0.41%0.69%Q2 2013Q1 202236
ADVISOR PARTNERS LLC 3150.25%0.60%1.16%Q2 2013Q2 202236
Roble, Belko & Company, Inc 35350.02%0.05%0.09%Q1 2015Q3 202335
ROPES WEALTH ADVISORS LLC 35350.06%0.22%0.51%Q1 2015Q3 202335
FIRST QUADRANT LLC/CA 35350.04%0.13%0.30%Q2 2013Q4 202135
FORTE CAPITAL LLC /ADV 1560.15%0.23%0.38%Q3 2014Q3 202335
VONTOBEL ASSET MANAGEMENT INC 35350.00%3.55%9.18%Q2 2013Q4 202135
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 23120.26%1.56%4.66%Q2 2013Q4 202235
MARKSTON INTERNATIONAL LLC 35350.13%0.61%0.94%Q2 2013Q4 202135
FIRST MIDWEST BANK TRUST DIVISION 35350.06%0.25%0.42%Q2 2013Q4 202135
TDAM USA INC. 35350.47%1.00%1.70%Q2 2013Q4 202135
FIRST INTERSTATE BANK 2960.02%0.41%1.62%Q2 2013Q3 202335
WADE G W & INC 35350.02%0.06%0.18%Q1 2015Q3 202335
CULLINAN ASSOCIATES INC 35350.14%0.27%0.65%Q1 2015Q3 202335
AMERICAN NATIONAL BANK 1080.00%0.59%2.91%Q2 2013Q3 202335
BALASA DINVERNO & FOLTZ LLC 2250.02%0.06%0.15%Q2 2013Q3 202235
CEDAR ROCK CAPITAL LTD 35357.96%19.81%31.33%Q2 2013Q4 202135
Fidelity National Financial, Inc. 35350.57%3.21%7.01%Q1 2015Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.37%2.02%Q2 2013Q4 202135
Horrell Capital Management, Inc. 35350.00%0.01%0.03%Q2 2013Q4 202135
Voya Financial Advisors, Inc. 35350.18%0.31%0.59%Q1 2015Q3 202335
American National Registered Investment Advisor, Inc. 22130.10%0.21%0.31%Q2 2013Q1 202235
BNP Paribas Asset Management Holding S.A. 3410.00%0.09%0.61%Q2 2013Q3 202335
Clarkston Capital Partners, LLC 22130.01%0.05%0.18%Q1 2014Q3 202335
Carroll Financial Associates, Inc. 35350.12%0.30%0.54%Q2 2013Q4 202135
Strategic Advisors LLC 3050.05%0.28%0.64%Q2 2014Q3 202335
Alley Co LLC 35351.54%2.35%3.94%Q2 2013Q4 202135
Cordasco Financial Network 35350.03%0.06%0.12%Q4 2013Q2 202235
CHICAGO TRUST Co NA 35350.57%1.11%1.69%Q1 2015Q3 202335
Bienville Capital Management, LLC 22130.02%0.09%0.21%Q4 2014Q3 202335
Tradewinds Capital Management, LLC 3410.00%0.06%0.13%Q4 2013Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.04%0.10%Q1 2015Q3 202335
HANCOCK WHITNEY CORP 3310.02%0.10%0.61%Q2 2013Q3 202334
Homrich & Berg 34340.02%0.19%0.55%Q2 2013Q3 202134
CITIZENS & NORTHERN CORP 34340.13%0.28%0.44%Q2 2013Q3 202134
Altavista Wealth Management, Inc. 2770.13%0.26%0.63%Q2 2013Q4 202134
ACADEMY CAPITAL MANAGEMENT INC/TX 3131.76%5.18%7.57%Q3 2013Q1 202234
GABELLI FUNDS LLC 3130.01%0.05%0.15%Q2 2013Q3 202334
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3130.00%0.60%1.52%Q2 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.07%0.24%0.53%Q2 2015Q3 202334
Pictet North America Advisors SA 2210.05%0.29%1.11%Q4 2013Q3 202334
Pointe Capital Management LLC 2770.20%0.35%0.64%Q1 2015Q3 202334
Simplicity Solutions, LLC 34340.07%0.34%1.03%Q2 2015Q3 202334
Ninety One SA (PTY) Ltd 34340.15%3.45%10.79%Q2 2015Q3 202334
DORCHESTER WEALTH MANAGEMENT Co 34340.49%1.14%1.90%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.05%0.10%0.15%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.20%0.65%1.46%Q2 2013Q3 202134
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.02%0.05%Q2 2015Q3 202334
PRUDENTIAL PLC 34340.02%0.19%0.57%Q2 2013Q3 202134
Psagot Value Holdings Ltd. 34340.00%0.00%0.02%Q2 2013Q3 202134
Fiduciary Group LLC 34340.08%0.15%0.22%Q2 2015Q3 202334
Lafayette Investments 20140.07%0.13%0.19%Q2 2013Q3 202334
PRELUDE CAPITAL MANAGEMENT, LLC 710.00%0.11%0.39%Q3 2013Q3 202334
World Asset Management Inc 34340.23%0.42%0.59%Q2 2013Q3 202134
SECURITY ASSET MANAGEMENT 34340.11%0.76%1.59%Q4 2014Q1 202334
JAMES INVESTMENT RESEARCH INC 18160.00%0.03%0.20%Q4 2013Q1 202334
Aull & Monroe Investment Management Corp 17170.11%0.15%0.25%Q2 2014Q3 202334
CWM, LLC 2420.00%0.01%0.03%Q3 2013Q3 202334
BEACON INVESTMENT ADVISORY SERVICES, INC. 34340.03%0.06%0.14%Q2 2015Q3 202334
ClearBridge Investments 3010.00%0.09%0.26%Q2 2013Q2 202334
Patten Group, Inc. 3130.03%0.13%0.21%Q4 2014Q2 202334
Tarbox Family Office, Inc. 34340.02%0.21%0.38%Q4 2013Q1 202234
FIRST MERCANTILE TRUST CO 34340.02%0.10%0.23%Q2 2013Q3 202134
OARSMAN CAPITAL, INC. 2710.08%0.20%0.55%Q2 2013Q1 202234
Balentine LLC 22120.00%0.04%0.14%Q1 2015Q3 202334
MV CAPITAL MANAGEMENT, INC. 23110.00%0.03%0.07%Q4 2014Q3 202334
ADELL HARRIMAN & CARPENTER INC 2110.02%0.06%0.09%Q3 2013Q3 202333
NTV ASSET MANAGEMENT LLC 2580.04%0.12%0.25%Q2 2013Q3 202133
ROYAL LONDON ASSET MANAGEMENT LTD 2240.29%0.60%1.05%Q2 2013Q3 202333
NORTHSTAR INVESTMENT ADVISORS LLC 33330.11%1.43%2.59%Q2 2013Q2 202133
SIT INVESTMENT ASSOCIATES INC 33330.01%0.37%1.00%Q2 2013Q2 202133
Gemmer Asset Management LLC 33330.02%0.05%0.13%Q1 2014Q1 202233
MEEDER ASSET MANAGEMENT INC 1240.01%0.13%0.87%Q2 2013Q2 202333
FULTON BREAKEFIELD BROENNIMAN LLC 2320.02%0.38%0.68%Q2 2013Q2 202333
Versant Capital Management, Inc 33330.01%0.10%0.25%Q4 2015Q4 202333
FIRST NATIONAL BANK OF OMAHA 33330.01%0.29%0.75%Q2 2013Q2 202133
JFS WEALTH ADVISORS, LLC 33330.03%0.06%0.14%Q3 2015Q3 202333
SPC Financial, Inc. 1410.03%0.06%0.10%Q2 2013Q3 202333
IMS Capital Management 2710.16%0.45%1.42%Q2 2013Q1 202333
QS Investors, LLC 33330.06%0.17%0.40%Q2 2013Q2 202133
Koshinski Asset Management, Inc. 2710.07%0.13%0.45%Q4 2014Q3 202333
Modera Wealth Management, LLC 3120.02%0.10%0.25%Q3 2014Q3 202333
Greylin Investment Management, Inc 2720.05%0.09%0.12%Q4 2013Q3 202333
Pacer Advisors, Inc. 3210.06%0.31%0.60%Q4 2013Q3 202333
USCA RIA LLC 33330.29%0.72%1.44%Q2 2013Q2 202133
Stonehage Fleming Financial Services Holdings Ltd 3120.04%1.78%6.24%Q4 2014Q3 202333
LBMC INVESTMENT ADVISORS, LLC 33330.03%0.06%0.10%Q3 2015Q3 202333
Cowen Prime Services LLC 33330.03%0.05%0.08%Q2 2013Q2 202133
BP PLC 33330.15%0.59%0.94%Q2 2013Q2 202133
PICTET ASSET MANAGEMENT LTD 33330.09%0.32%0.55%Q2 2013Q2 202133
Hosking Partners LLP 33330.27%0.41%0.78%Q3 2015Q3 202333
DELTEC ASSET MANAGEMENT LLC 33330.58%1.08%2.56%Q3 2015Q3 202333
Troy Asset Management Ltd 2581.04%7.09%11.87%Q4 2014Q3 202333
CWA Asset Management Group, LLC 32320.02%0.61%1.34%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.18%0.45%0.77%Q2 2013Q1 202132
Cornerstone Advisory, LLC 32320.06%0.18%0.36%Q4 2015Q3 202332
MONETA GROUP INVESTMENT ADVISORS LLC 3110.02%0.04%0.08%Q3 2015Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.14%0.21%0.44%Q4 2015Q3 202332
INTEGRAL DERIVATIVES, LLC 18180.00%0.02%0.09%Q4 2013Q1 201832
Armbruster Capital Management, Inc. 32320.13%0.24%0.60%Q4 2015Q3 202332
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2480.94%1.17%1.48%Q4 2014Q3 202332
Community Bank & Trust, Waco, Texas 32320.39%1.10%2.16%Q4 2015Q3 202332
StrategIQ Financial Group, LLC 32320.06%0.13%0.26%Q4 2015Q3 202332
Spectrum Management Group, LLC 22100.00%0.05%0.50%Q4 2013Q3 202232
NS Partners Ltd 32320.45%1.06%2.50%Q4 2015Q3 202332
NOESIS CAPITAL MANGEMENT CORP 32320.08%0.39%0.78%Q2 2013Q1 202132
FLIPPIN BRUCE & PORTER INC 32320.12%0.62%2.24%Q2 2013Q1 202132
Alpha Omega Wealth Management LLC 32320.07%0.15%0.29%Q4 2015Q3 202332
NewEdge Advisors, LLC 3020.04%0.17%0.67%Q4 2014Q3 202332
WADDELL & REED FINANCIAL INC 32320.27%0.98%2.36%Q2 2013Q1 202132
Aviance Capital Partners, LLC 21110.06%0.19%0.64%Q2 2013Q3 202332
USA MUTUALS ADVISORS, INC. 32323.96%6.62%9.62%Q1 2013Q4 202032
Anchor Investment Management, LLC 32320.21%0.50%1.05%Q1 2016Q4 202332
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.11%0.24%0.46%Q2 2013Q4 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.04%0.08%0.18%Q4 2015Q3 202332
HOWARD CAPITAL MANAGEMENT 32320.26%0.46%0.69%Q1 2013Q4 202032
SUN LIFE FINANCIAL INC 32320.00%0.21%0.53%Q2 2013Q1 202132
Sheaff Brock Investment Advisors, LLC 32320.27%0.57%1.14%Q4 2015Q3 202332
St. Louis Trust Co 32320.29%0.49%0.78%Q4 2015Q3 202332
NICOLET BANKSHARES INC 32320.17%0.35%0.81%Q4 2015Q3 202332
Cedar Wealth Management, LLC 32326.79%20.40%38.80%Q4 2015Q3 202332
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2750.09%0.16%0.23%Q2 2013Q4 202132
Cetera Investment Advisers 32320.08%0.21%0.76%Q4 2015Q3 202332
SMITH, MOORE & CO. 32320.08%0.19%1.40%Q4 2015Q3 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.20%0.41%0.82%Q4 2015Q3 202332
LORD, ABBETT & CO. LLC 2020.04%0.27%0.69%Q2 2013Q3 202332
DEAN INVESTMENT ASSOCIATES, LLC 21110.10%0.35%0.81%Q2 2013Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.09%0.19%0.62%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.13%0.34%0.72%Q4 2015Q3 202332
Grove Bank & Trust 32320.39%0.79%1.79%Q4 2015Q3 202332
Princeton Portfolio Strategies Group LLC 32320.07%0.28%0.55%Q2 2013Q1 202132
Caprock Group, LLC 3110.06%0.19%0.55%Q4 2014Q3 202332
Berkeley Capital Partners, LLC 32320.29%0.63%1.35%Q4 2015Q3 202332
RWC Asset Management LLP 20120.04%0.48%1.68%Q4 2013Q3 202332
WRAPMANAGER INC 32320.29%0.59%1.09%Q4 2015Q3 202332
First PREMIER Bank 32320.00%0.01%0.02%Q4 2015Q3 202332
Edmonds Duncan Registered Investment Advisors, LLC 32320.11%0.17%0.28%Q4 2015Q3 202332
WEATHERLY ASSET MANAGEMENT L. P. 32320.03%0.14%0.26%Q2 2013Q1 202132
M Holdings Securities, Inc. 1710.12%0.30%2.17%Q1 2014Q2 202332
SCHAFER CULLEN CAPITAL MANAGEMENT INC 32321.06%1.68%2.64%Q2 2013Q1 202132
MASON STREET ADVISORS, LLC 31310.30%0.48%0.76%Q2 2013Q4 202031
Kingsview Wealth Management, LLC 2060.00%0.11%0.54%Q1 2017Q3 202331
Rothschild & Co Wealth Management UK Ltd 31310.00%0.03%0.16%Q1 2014Q3 202131
Veritas Investment Management LLP 31310.02%0.79%5.83%Q1 2013Q3 202031
Nadler Financial Group, Inc. 2210.03%0.17%0.40%Q2 2013Q4 202231
IFP Advisors, Inc 17140.02%0.18%0.48%Q4 2015Q3 202331
AMUNDI ASSET MANAGEMENT US, INC. 1510.00%0.14%0.62%Q4 2012Q1 202131
Edgemoor Investment Advisors, Inc. 20110.02%0.04%0.06%Q2 2013Q3 202331
Aperio Group, LLC 31310.16%0.32%0.63%Q2 2013Q4 202031
FRED ALGER MANAGEMENT, LLC 1550.00%0.29%1.20%Q2 2013Q3 202331
Laffer Tengler Investments, Inc. 1650.02%0.71%1.60%Q2 2013Q3 202331
NEXT Financial Group, Inc 31310.02%0.22%0.45%Q2 2014Q4 202131
Argyle Capital Management Inc. 2240.06%0.12%0.18%Q2 2013Q3 202331
Windsor Capital Management, LLC 2830.08%0.32%0.52%Q2 2013Q2 202131
Kemper Corp Master Retirement Trust 31310.73%3.50%6.13%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.06%0.24%0.59%Q1 2016Q3 202331
CORDA Investment Management, LLC. 31310.13%0.55%1.07%Q2 2013Q4 202031
Iowa State Bank 31310.10%0.32%0.49%Q2 2013Q4 202031
CenterStar Asset Management, LLC 610.00%0.08%0.49%Q1 2018Q2 202331
Frontier Wealth Management LLC 31310.03%0.15%0.28%Q4 2014Q2 202231
Barton Investment Management 31310.04%0.17%0.31%Q2 2013Q4 202031
Sutton Wealth Advisors Inc. 31310.07%0.30%0.65%Q1 2016Q3 202331
Corrigan Financial, Inc. 31310.12%0.35%0.74%Q4 2015Q2 202331
Intersect Capital LLC 31310.10%0.28%0.69%Q4 2014Q2 202231
Oliver Luxxe Assets LLC 3010.79%1.34%2.17%Q4 2015Q3 202331
BECK MACK & OLIVER LLC 31310.01%0.13%0.34%Q2 2013Q4 202031
MISSION WEALTH MANAGEMENT, LP 2190.00%0.06%0.12%Q1 2016Q3 202331
Traynor Capital Management, Inc. 2290.07%0.25%0.73%Q4 2015Q3 202331
Intercontinental Wealth Advisors, LLC 31310.07%0.13%0.24%Q4 2015Q2 202331
AJO, LP 31310.00%0.68%1.62%Q2 2013Q4 202031
TRUE Private Wealth Advisors 31310.12%0.19%0.24%Q1 2016Q3 202331
Plancorp, LLC 2810.03%0.20%0.56%Q4 2013Q3 202331
ROOSEVELT INVESTMENT GROUP LLC 1410.02%0.17%1.74%Q2 2013Q3 202231
ICON ADVISERS INC/CO 2560.04%0.20%0.54%Q2 2013Q2 202231
GLENVIEW STATE BANK TRUST DEPT. 31310.18%0.36%0.51%Q4 2013Q2 202131
DIAMOND HILL CAPITAL MANAGEMENT INC 31310.37%1.08%2.19%Q2 2013Q4 202031
Douglas Lane & Associates, LLC 31310.01%0.01%0.04%Q1 2016Q3 202331
Loudon Investment Management, LLC 3010.16%0.22%0.30%Q4 2013Q3 202331
Simmons Bank 31310.09%0.16%0.26%Q1 2016Q3 202331
Vigilant Capital Management, LLC 2020.00%0.01%0.04%Q2 2013Q2 202331
RATIONAL ADVISORS LLC 1410.00%0.28%1.05%Q4 2010Q4 202031
Private Wealth Advisors, Inc. 31310.20%0.43%1.01%Q2 2013Q4 202031
ST GERMAIN D J CO INC 2430.01%0.03%0.05%Q4 2015Q4 202331
IBERIABANK CORP 31310.43%1.38%2.35%Q4 2012Q2 202031
CADENCE CAPITAL MANAGEMENT LLC 31310.30%0.76%1.03%Q1 2013Q3 202031
OPTIMUM INVESTMENT ADVISORS 2310.02%0.03%0.08%Q3 2013Q3 202331
First Heartland Consultants, Inc. 2220.03%0.15%0.33%Q2 2013Q1 202331
CIBC WORLD MARKETS CORP 2920.10%2.15%15.64%Q4 2015Q3 202331
Stearns Financial Services Group 30300.08%0.23%0.45%Q2 2013Q3 202030
Asset Dedication, LLC 1850.00%0.04%0.13%Q4 2015Q3 202330
Ninety One North America, Inc. 2460.12%1.72%5.18%Q2 2015Q3 202330
BALYASNY ASSET MANAGEMENT L.P. 1410.00%0.12%0.68%Q3 2015Q3 202330
NORRIS PERNE & FRENCH LLP/MI 2730.03%0.53%1.42%Q2 2013Q4 202030
Brinker Capital Investments, LLC 2010.00%0.08%0.30%Q2 2013Q4 202230
PAYDEN & RYGEL 30300.00%1.05%2.21%Q2 2013Q3 202030
ZEKE CAPITAL ADVISORS, LLC 1640.04%1.35%4.39%Q3 2013Q4 202230
FCG ADVISORS, LLC 30300.06%0.19%1.14%Q2 2013Q3 202030
Sather Financial Group Inc 2510.06%2.50%4.65%Q2 2013Q3 202330
Avidian Wealth Solutions, LLC 30300.02%0.08%0.29%Q4 2015Q1 202330
Jacobi Capital Management LLC 30300.08%0.17%0.30%Q2 2016Q3 202330
Snowden Capital Advisors LLC 2280.12%0.27%0.36%Q1 2016Q3 202330
INGALLS & SNYDER LLC 30300.03%0.09%0.20%Q2 2016Q3 202330
ETRADE Capital Management LLC 30300.06%0.18%0.31%Q2 2013Q3 202030
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 30300.04%0.17%0.40%Q2 2013Q3 202030
Cornerstone Advisors, Inc. 30300.01%0.08%0.23%Q2 2013Q3 202030
Nicholas Hoffman & Company, LLC. 30300.04%0.56%1.49%Q2 2016Q3 202330
Lenox Wealth Advisors, LLC 19110.00%0.04%0.08%Q2 2013Q1 202230
Vident Investment Advisory, LLC 2520.00%0.16%0.81%Q1 2015Q2 202330
Goelzer Investment Management, Inc. 2370.02%0.15%0.61%Q1 2013Q3 202030
First Allied Advisory Services, Inc. 30300.09%0.18%0.27%Q2 2013Q3 202030
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1710.07%0.22%0.83%Q4 2015Q3 202330
TWIN CAPITAL MANAGEMENT INC 2820.26%0.57%0.80%Q2 2013Q1 202330
Lincoln Capital LLC 1210.05%0.21%2.47%Q4 2014Q3 202330
Connor, Clark & Lunn Investment Management Ltd. 1710.00%0.11%0.33%Q1 2014Q1 202330
Avestar Capital, LLC 24240.03%0.35%0.87%Q4 2017Q3 202330
STONERIDGE INVESTMENT PARTNERS LLC 710.04%0.95%2.76%Q2 2013Q3 202330
Pegasus Partners Ltd. 1510.03%0.10%0.18%Q2 2015Q2 202330
SevenBridge Financial Group, LLC 30300.07%0.22%0.53%Q2 2016Q3 202330
BCWM, LLC 2280.11%0.96%1.70%Q2 2013Q3 202330
Blue Edge Capital, LLC 2730.05%0.09%0.15%Q1 2016Q3 202330
PARK CIRCLE Co 1730.13%1.08%2.76%Q2 2015Q3 202329
Bank Pictet & Cie (Europe) AG 29290.01%0.21%1.64%Q4 2013Q4 202029
Baystate Wealth Management LLC 2810.00%0.02%0.05%Q2 2013Q3 202329
SVA Wealth Management, LLC 29290.06%0.26%0.53%Q4 2013Q4 202029
Country Club Trust Company, n.a. 1940.03%0.04%0.08%Q3 2013Q4 202129
Krilogy Financial LLC 1110.03%0.06%0.14%Q3 2015Q1 202329
Point View Wealth Management, Inc. 29290.23%0.43%0.67%Q4 2013Q4 202029
Proficio Capital Partners LLC 1520.03%0.20%0.68%Q4 2015Q3 202329
Arvest Bank Trust Division 29290.02%0.03%0.04%Q3 2014Q3 202129
HUTNER CAPITAL MANAGEMENT INC 29293.76%4.44%5.26%Q3 2016Q3 202329
FIRST AMERICAN TRUST, FSB 1410.03%0.22%1.38%Q2 2013Q2 202329
Ally Financial Inc. 1510.31%1.39%2.55%Q2 2013Q3 202329
Capital Investment Counsel, Inc 1010.04%0.10%0.19%Q2 2013Q3 202329
WINTRUST INVESTMENTS LLC 18110.06%0.18%0.46%Q2 2016Q3 202329
Advisors Capital Management, LLC 29290.26%1.18%1.58%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.03%0.09%0.18%Q4 2013Q4 202029
QCI ASSET MANAGEMENT INC/NY 2810.01%0.03%0.08%Q2 2013Q4 202029
PLANNING ALTERNATIVES LTD /ADV 1910.04%0.14%0.27%Q4 2013Q3 202329
ALTFEST L J & CO INC 2450.05%0.12%0.30%Q1 2015Q3 202329
SANDERS MORRIS HARRIS LLC 1720.09%0.50%3.34%Q1 2016Q3 202329
Field & Main Bank 1440.14%0.43%0.88%Q4 2013Q3 202329
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1920.01%0.91%2.68%Q2 2013Q3 202329
Personal Capital Advisors Corp 29290.00%0.00%0.01%Q4 2015Q4 202229
Bluefin Trading, LLC 710.00%0.07%0.48%Q2 2013Q2 202029
Wills Financial Group, Inc. 19100.16%0.39%0.63%Q4 2013Q3 202329
ABNER HERRMAN & BROCK LLC 29290.14%0.43%1.66%Q2 2013Q2 202029
FORT PITT CAPITAL GROUP, LLC 1910.01%0.07%0.14%Q4 2015Q3 202329
MACROVIEW INVESTMENT MANAGEMENT LLC 2810.01%0.13%0.29%Q2 2013Q3 202329
TIEDEMANN ADVISORS, LLC 29290.02%0.09%0.30%Q3 2016Q3 202329
Jump Trading, LLC 810.00%0.05%0.30%Q3 2013Q1 201929
V Wealth Advisors LLC 18110.06%0.13%0.29%Q1 2016Q2 202329
BTR CAPITAL MANAGEMENT INC 2210.02%0.08%0.14%Q2 2013Q3 202229
ARS Wealth Advisors, LLC 2630.04%0.25%0.46%Q4 2013Q2 202129
WINSLOW ASSET MANAGEMENT INC 29290.07%0.18%0.30%Q2 2013Q2 202029
Laurel Wealth Advisors, Inc. 29290.22%0.44%0.74%Q4 2015Q4 202229
CORRADO ADVISORS, LLC 2810.15%0.23%0.32%Q2 2016Q3 202329
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 2080.06%0.50%1.01%Q2 2013Q3 202028
DOLIVER ADVISORS, LP 27270.00%1.02%1.71%Q2 2017Q4 202328
HCR Wealth Advisors 28280.06%0.17%0.49%Q4 2016Q3 202328
Empire Life Investments Inc. 28280.56%2.24%5.53%Q4 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.11%0.17%0.36%Q3 2016Q3 202328
Clearstead Advisors, LLC 28280.02%0.05%0.15%Q4 2016Q3 202328
First Bank & Trust 28280.86%1.52%2.26%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.12%0.30%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.11%0.23%0.44%Q2 2013Q1 202028
Clearstead Trust, LLC 28280.02%0.39%1.31%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.12%0.25%0.61%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.12%0.36%Q4 2016Q3 202328
Lee Financial Co 28280.25%0.39%0.70%Q4 2016Q3 202328
Gilbert & Cook, Inc. 28280.08%0.15%0.24%Q4 2016Q3 202328
Probity Advisors, Inc. 1820.16%0.28%0.55%Q2 2016Q3 202328
AE Wealth Management LLC 28280.10%0.22%0.70%Q4 2016Q3 202328
Omnia Family Wealth, LLC 28280.20%0.34%0.72%Q4 2016Q3 202328
STERLING INVESTMENT MANAGEMENT, LLC 28280.50%2.28%3.13%Q2 2013Q1 202028
CHURCHILL MANAGEMENT Corp 1610.01%0.40%1.14%Q2 2014Q3 202328
ASSET PLANNING SERVICES INC /LA/ /ADV 28282.12%2.93%3.79%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.02%0.23%0.93%Q4 2016Q3 202328
HOLDERNESS INVESTMENTS CO 2710.11%0.15%0.22%Q2 2016Q3 202328
Barnett & Company, Inc. 2010.00%0.11%0.24%Q2 2013Q4 202128
CIGNA INVESTMENTS INC /NEW 28280.26%0.38%0.57%Q4 2016Q3 202328
Royal Fund Management, LLC 28280.02%0.09%0.27%Q4 2016Q3 202328
HIGHBRIDGE CAPITAL MANAGEMENT LLC 810.00%0.17%0.76%Q2 2013Q3 201828
GHP Investment Advisors, Inc. 28280.01%0.04%0.08%Q4 2016Q3 202328
MARTIN CURRIE LTD 28280.05%1.84%3.67%Q2 2013Q1 202028
Moloney Securities Asset Management, LLC 28280.17%0.38%0.87%Q4 2016Q3 202328
OAKBROOK INVESTMENTS LLC 28280.15%0.62%1.28%Q2 2013Q1 202028
MML INVESTORS SERVICES, LLC 28280.14%0.21%0.41%Q4 2016Q3 202328
Cheviot Value Management, LLC 28280.13%0.21%0.34%Q4 2016Q3 202328
InterOcean Capital, LLC 28280.03%0.15%0.29%Q3 2013Q2 202028
Steward Partners Investment Advisory, LLC 28280.08%0.18%0.43%Q4 2016Q3 202328
RB Capital Management, LLC 28280.01%0.36%0.52%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.04%0.09%0.19%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.00%0.14%0.41%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.04%0.12%0.28%Q4 2016Q3 202328
KLCM Advisors, Inc. 2610.06%0.24%0.33%Q2 2015Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.04%0.15%0.33%Q4 2016Q3 202328
Osborn Williams & Donohoe LLC 28280.04%0.08%0.13%Q2 2013Q1 202028
Northwest Quadrant Wealth Management, LLC 28280.09%0.25%0.68%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.02%0.04%Q1 2016Q4 202228
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.10%0.63%2.19%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.05%0.18%0.41%Q4 2016Q3 202328
ALERUS FINANCIAL NA 28280.03%0.66%1.12%Q2 2016Q1 202328
BI Asset Management Fondsmaeglerselskab A/S 2620.02%4.01%10.66%Q1 2014Q3 202228
JANICZEK WEALTH MANAGEMENT, LLC 28280.07%0.10%0.21%Q4 2016Q3 202328
E&G Advisors, LP 2530.13%0.25%0.48%Q2 2014Q3 202328
Riggs Asset Managment Co. Inc. 2530.00%0.03%0.06%Q3 2014Q3 202328
WESTPAC BANKING CORP 2110.00%0.21%0.60%Q2 2013Q3 202228
Farmers & Merchants Trust Co of Chambersburg PA 28280.16%0.34%0.66%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.10%0.41%1.03%Q4 2016Q3 202328
Pflug Koory, LLC 28280.02%0.04%0.06%Q4 2016Q3 202328
Canal Insurance CO 28280.08%0.15%0.36%Q2 2013Q1 202028
Segment Wealth Management, LLC 1920.02%0.25%0.78%Q2 2013Q1 202228
WEIK CAPITAL MANAGEMENT 28280.47%1.14%1.51%Q2 2013Q1 202028
CI INVESTMENTS INC. 2260.02%0.36%0.83%Q2 2013Q3 202328
JUPITER ASSET MANAGEMENT LTD 2210.02%0.25%0.64%Q2 2013Q3 202228
VIKING FUND MANAGEMENT LLC 28280.35%1.14%1.98%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.03%0.09%0.20%Q4 2016Q3 202328
Kavar Capital Partners, LLC 28280.61%1.28%2.00%Q4 2013Q3 202028
Veritas Investment Management (UK) Ltd 28280.01%1.46%5.01%Q1 2013Q4 201928
Independent Advisor Alliance 28280.14%0.57%3.17%Q4 2016Q3 202328
RBO & CO LLC 28282.66%3.65%5.66%Q4 2016Q3 202328
Palisades Hudson Asset Management, L.P. 2710.11%0.24%0.35%Q2 2013Q4 202028
Grisanti Capital Management LLC 28280.18%0.27%0.45%Q2 2013Q1 202028
COMMERZBANK AKTIENGESELLSCHAFT /FI 2310.01%0.23%0.49%Q2 2013Q3 202328
Transamerica Financial Advisors, Inc. 1410.00%0.04%0.16%Q2 2013Q3 202327
Skandinaviska Enskilda Banken AB (publ) 27270.00%0.24%1.75%Q4 2015Q2 202227
SCHALLER INVESTMENT GROUP INC 27270.38%0.48%0.75%Q2 2013Q4 201927
Burgundy Asset Management Ltd. 27270.02%2.44%3.76%Q2 2013Q4 201927
CS MCKEE LP 27270.26%0.71%1.26%Q2 2013Q4 201927
Elite Wealth Management, Inc. 1310.00%0.24%2.43%Q3 2012Q3 202327
State of Alaska, Department of Revenue 27270.03%0.26%0.40%Q1 2017Q3 202327
MYCIO WEALTH PARTNERS, LLC 27270.08%0.13%0.19%Q2 2013Q4 201927
Sterling Capital Management LLC 27270.00%0.30%0.92%Q1 2013Q3 201927
FMA ADVISORY INC 1910.43%0.98%1.99%Q2 2013Q3 202127
RMB Capital Management, LLC 1320.01%0.11%0.68%Q2 2013Q4 202227
BB&T SECURITIES, LLC 26260.01%0.73%1.26%Q2 2013Q3 201927
BAILARD, INC. 1340.01%0.05%0.24%Q2 2013Q3 202327
Boston Partners 2340.00%0.08%0.63%Q2 2013Q3 202327
COHEN & STEERS, INC. 2070.00%0.01%0.13%Q2 2013Q3 202327
Hodges Capital Management Inc. 27270.01%0.03%0.09%Q2 2013Q4 201927
CIBC BANK USA 27270.49%0.76%2.08%Q2 2013Q4 201927
Clarius Group, LLC 1910.07%0.12%0.15%Q4 2015Q3 202327
SMITH SHELLNUT WILSON LLC /ADV 2160.22%0.40%0.60%Q4 2016Q3 202327
Capital Asset Advisory Services LLC 1610.05%0.17%0.38%Q4 2015Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.42%0.53%0.69%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.09%0.25%0.41%Q2 2013Q4 201927
Coronation Fund Managers Ltd. 2340.20%4.01%12.20%Q3 2016Q3 202327
Ruffer LLP 2010.00%0.08%0.24%Q2 2013Q3 202327
OneDigital Investment Advisors LLC 26260.00%0.07%0.27%Q2 2017Q3 202327
Municipal Employees' Retirement System of Michigan 2070.08%0.34%0.65%Q3 2013Q2 202027
Winch Advisory Services, LLC 1610.00%0.08%1.75%Q1 2014Q3 202327
Centiva Capital, LP 710.00%0.09%0.28%Q3 2019Q3 202327
First Command Bank 27270.02%0.06%0.11%Q4 2016Q2 202327
First Command Financial Services, Inc. 27270.01%0.06%0.11%Q4 2016Q2 202327
CLEARARC CAPITAL INC 27270.43%0.66%1.14%Q2 2013Q4 201927
CREATIVE FINANCIAL DESIGNS INC /ADV 1980.00%0.03%0.08%Q4 2016Q3 202327
Alpha Cubed Investments, LLC 2070.01%0.08%0.30%Q3 2015Q3 202327
APPLETON PARTNERS INC/MA 1810.02%0.04%0.07%Q2 2013Q4 202327
LAU ASSOCIATES LLC 27270.18%0.46%0.68%Q2 2013Q4 201927
Lenox Wealth Management, Inc. 27270.01%0.04%0.09%Q4 2013Q2 202027
Whitnell & Co. 27270.06%0.11%0.22%Q2 2013Q4 201927
RITHOLTZ WEALTH MANAGEMENT 2610.03%0.14%0.38%Q4 2016Q3 202327
Pacific Center for Financial Services 2430.03%0.09%0.22%Q4 2016Q3 202327
IFM Investors Pty Ltd 27270.11%0.28%0.42%Q1 2017Q3 202327
Edge Wealth Management LLC 2220.00%0.31%2.57%Q2 2013Q2 202027
Cerity Partners LLC 27270.05%0.25%0.56%Q1 2017Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.00%0.02%0.12%Q4 2015Q3 202327
New Jersey Better Educational Savings Trust 27270.42%0.77%1.24%Q1 2014Q3 202027
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.05%0.07%0.16%Q2 2013Q4 201927
CHILTON INVESTMENT CO INC. 2520.01%0.12%0.84%Q2 2013Q2 202227
DONALDSON CAPITAL MANAGEMENT, LLC 27270.02%0.05%0.11%Q3 2011Q1 201827
BRINKER CAPITAL INC 1980.03%0.18%0.38%Q2 2013Q2 202027
BOYS ARNOLD & CO INC 16110.10%0.59%0.81%Q2 2013Q1 202027
Fiera Capital Corp 27270.00%0.01%0.04%Q2 2013Q4 201927
CONDOR CAPITAL MANAGEMENT 27270.12%0.39%0.64%Q1 2015Q3 202127
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2610.04%0.08%0.18%Q3 2014Q3 202327
Global Retirement Partners, LLC 2070.07%0.12%0.21%Q4 2016Q3 202327
Family Management Corp 1910.08%0.18%0.38%Q1 2014Q2 202126
SUNTRUST BANKS INC 26260.40%0.63%0.81%Q2 2013Q3 201926
Radnor Capital Management, LLC 1910.45%0.62%0.92%Q4 2016Q3 202326
BigSur Wealth Management LLC 26260.11%0.30%0.88%Q4 2016Q1 202326
Baker Ellis Asset Management LLC 26260.04%0.06%0.10%Q2 2013Q3 201926
HighPoint Advisor Group LLC 2510.15%0.77%1.44%Q3 2015Q2 202226
Walleye Capital LLC 540.00%0.02%0.14%Q1 2019Q3 202326
DOHENY ASSET MANAGEMENT /CA 2220.17%0.33%0.47%Q2 2013Q2 202326
Convergence Investment Partners, LLC 1210.03%0.45%1.18%Q3 2013Q3 202326
Winfield Associates, Inc. 26260.10%0.30%0.78%Q4 2013Q1 202026
Beaton Management Co. Inc. 26261.03%1.50%3.01%Q2 2017Q3 202326
XR Securities LLC 1140.00%0.04%0.17%Q2 2018Q3 202326
BANK PICTET & CIE (ASIA) LTD 2410.11%0.29%1.05%Q4 2013Q3 202326
Colonial Trust Advisors 26260.05%0.10%0.26%Q2 2017Q3 202326
WealthTrust Axiom LLC 1880.08%0.09%0.11%Q4 2016Q2 202326
SIMON QUICK ADVISORS, LLC 2240.00%0.02%0.09%Q4 2016Q3 202326
Summit X, LLC 26260.07%0.38%0.75%Q2 2017Q3 202326
CPWM, LLC 26260.06%0.14%0.26%Q4 2011Q1 201826
CHICAGO EQUITY PARTNERS LLC 2420.02%0.45%0.96%Q2 2013Q1 202026
LeJeune Puetz Investment Counsel LLC 26260.19%0.25%0.43%Q4 2016Q1 202326
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1910.04%0.12%0.25%Q2 2013Q2 202126
Nelson Capital Management, LLC 26260.02%0.04%0.13%Q2 2013Q3 201926
Day & Ennis, LLC 1310.08%0.18%0.34%Q4 2015Q3 202326
SUMMIT FINANCIAL GROUP, INC. 26260.14%0.26%0.47%Q2 2017Q3 202326
BOSTON ADVISORS LLC 26260.02%0.04%0.06%Q2 2013Q3 201926
BerganKDV Wealth Management, LLC 2110.01%0.03%0.07%Q2 2016Q2 202326
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 26260.51%0.90%1.25%Q2 2013Q3 201926
MARSHALL WACE, LLP 1010.00%0.15%0.85%Q1 2014Q2 202326
HALSEY ASSOCIATES INC/CT 26260.18%0.61%1.16%Q2 2013Q3 201926
PRIMECAP MANAGEMENT CO/CA/ 26260.01%0.01%0.02%Q2 2017Q3 202326
OppenheimerFunds, Inc. 25250.00%0.56%1.16%Q1 2013Q1 201926
OPUS INVESTMENT MANAGEMENT INC 26260.20%0.65%0.86%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.03%0.05%0.07%Q3 2016Q3 202326
Corient Capital Partners, LLC 25250.16%0.39%1.06%Q3 2016Q3 202225
WP Advisors, LLC 2230.15%0.28%0.43%Q1 2017Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.00%0.04%0.22%Q2 2013Q2 201925
Wealthcare Advisory Partners LLC 25250.04%0.06%0.15%Q3 2017Q3 202325
New England Private Wealth Advisors LLC 25250.06%0.11%0.20%Q3 2013Q3 201925
CHEMICAL BANK 25250.13%0.20%0.30%Q2 2013Q2 201925
Norway Savings Bank 25250.02%0.06%0.13%Q4 2016Q4 202225
TIAA, FSB 25250.02%0.05%0.10%Q2 2017Q2 202325
BDO Wealth Advisors, LLC 25250.01%0.04%0.09%Q2 2017Q2 202325
DUBUQUE BANK & TRUST CO 2410.01%0.05%0.09%Q2 2013Q3 202325
Rodgers Brothers Inc. 14110.05%0.11%0.15%Q4 2014Q1 202125
MIDAS MANAGEMENT CORP 25250.38%1.16%1.81%Q2 2013Q2 201925
WILLIAMS JONES & ASSOCIATES LLC 25250.01%0.06%0.10%Q2 2013Q2 201925
Blue Fin Capital, Inc. 25250.10%0.70%1.14%Q4 2013Q4 201925
MONROE BANK & TRUST/MI 25250.16%0.54%0.83%Q2 2013Q2 201925
Csenge Advisory Group 25250.08%0.25%0.70%Q3 2017Q3 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Kingfisher Capital LLC 1960.06%0.20%0.43%Q3 2015Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.01%0.09%0.13%Q3 2017Q3 202325
abrdn plc 25250.29%0.61%1.02%Q3 2017Q3 202325
Close Asset Management Ltd 2230.02%1.62%2.94%Q4 2016Q3 202325
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2050.00%0.01%0.04%Q1 2014Q3 202325
Brandywine Global Investment Management, LLC 2050.31%0.76%1.18%Q4 2014Q3 202325
Westside Investment Management, Inc. 1510.00%0.08%0.31%Q4 2016Q3 202325
Trust Co 2320.00%0.10%0.46%Q1 2015Q3 202325
Smith Affiliated Capital Corp. 13120.00%0.01%0.02%Q2 2011Q3 201725
Belpointe Asset Management LLC 25250.08%0.16%0.30%Q3 2017Q3 202325
CAPITAL GUARDIAN TRUST CO 25250.44%1.01%1.68%Q2 2013Q2 201925
Empirical Finance, LLC 1910.04%0.21%0.43%Q4 2016Q3 202325
Burt Wealth Advisors 25250.04%0.07%0.13%Q4 2014Q4 202025
WINTON GROUP Ltd 1110.00%0.44%1.99%Q2 2014Q1 202325
OmniStar Financial Group, Inc. 24240.39%1.30%1.95%Q4 2017Q3 202325
GM Advisory Group, LLC 15100.13%0.30%0.61%Q2 2017Q3 202325
Sonora Investment Management, LLC 25250.07%0.11%0.16%Q3 2015Q3 202125
Cito Capital Group, LLC 25250.18%0.23%0.32%Q3 2017Q3 202325
Valeo Financial Advisors, LLC 25250.13%0.22%0.43%Q3 2017Q3 202325
Torch Wealth Management LLC 25250.14%0.28%0.40%Q4 2013Q4 201925
Lourd Capital, LLC 25250.03%0.08%0.31%Q2 2013Q2 201925
StoneX Group Inc. 1960.07%0.34%1.08%Q2 2017Q3 202325
Shelter Ins Retirement Plan 25252.01%2.68%3.78%Q2 2013Q2 201925
FormulaFolio Investments, LLC 2310.00%0.07%0.13%Q4 2014Q2 202125
LODESTAR INVESTMENT COUNSEL LLC/IL 25250.11%0.68%1.36%Q2 2013Q2 201925
Front Row Advisors LLC 24240.00%0.03%0.09%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.14%0.26%0.39%Q2 2013Q1 201924
GROUP ONE TRADING, L.P. 910.00%0.01%0.02%Q4 2013Q3 202324
WealthTrust Fairport, LLC 24240.22%0.46%0.63%Q2 2013Q1 201924
Dana Investment Advisors, Inc. 1530.01%0.30%0.86%Q2 2013Q3 202324
AGF Investments America Inc. 24241.02%1.69%2.22%Q2 2016Q1 202224
BADGLEY PHELPS & BELL INC 1830.02%0.05%0.10%Q4 2013Q2 202124
Poehling Capital Management, INC. 24240.08%1.02%1.82%Q4 2017Q3 202324
JNBA Financial Advisors 1510.00%0.02%0.33%Q2 2013Q3 202324
FAS Wealth Partners, Inc. 24240.05%0.17%0.33%Q4 2013Q3 201924
Sound Income Strategies, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
PEDDOCK CAPITAL ADVISORS, LLC 2210.02%0.42%0.82%Q4 2013Q4 202024
DF DENT & CO INC 2220.00%0.01%0.01%Q2 2013Q2 201924
McIlrath & Eck, LLC 24240.00%0.02%0.05%Q4 2017Q3 202324
ARCADIA INVESTMENT MANAGEMENT CORP/MI 2040.01%0.04%0.12%Q1 2014Q1 202024
AdvisorNet Financial, Inc 24240.21%0.32%0.53%Q4 2017Q3 202324
EVERGREEN CAPITAL MANAGEMENT LLC 1310.01%0.03%0.04%Q2 2017Q3 202324
Heritage Trust Co 13110.04%0.26%0.73%Q1 2017Q3 202324
AMICA MUTUAL INSURANCE CO 24240.37%0.95%1.75%Q4 2017Q3 202324
Lombard Odier Asset Management (Switzerland) SA 1310.03%0.10%0.26%Q2 2014Q2 202124
WEDGE CAPITAL MANAGEMENT L L P/NC 1920.00%0.30%0.56%Q2 2014Q3 202324
Sequoia Financial Advisors, LLC 1060.02%0.03%0.06%Q1 2017Q3 202324
Amica Retiree Medical Trust 24240.39%1.06%2.18%Q4 2017Q3 202324
Arete Wealth Advisors, LLC 2210.08%0.18%1.95%Q1 2016Q3 202324
TEACHERS ADVISORS, LLC 24240.21%0.40%0.68%Q2 2013Q1 201924
Venturi Wealth Management, LLC 1130.03%0.67%1.72%Q4 2015Q3 202324
HoyleCohen, LLC 24240.04%0.07%0.13%Q4 2017Q3 202324
Seneca House Advisors 24240.40%0.64%1.54%Q4 2017Q3 202324
CHASE INVESTMENT COUNSEL CORP 1420.09%0.24%2.73%Q2 2013Q4 201924
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 24240.23%0.79%3.92%Q4 2017Q3 202324
Kovitz Investment Group Partners, LLC 18180.00%1.84%3.10%Q2 2019Q3 202324
CNB Bank 24240.28%0.96%1.47%Q4 2017Q3 202324
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2220.02%0.04%0.07%Q2 2013Q2 201924
Verdence Capital Advisors LLC 24240.32%0.53%0.95%Q4 2017Q3 202324
BOOTHBAY FUND MANAGEMENT, LLC 810.01%0.05%0.18%Q3 2015Q3 202324
Legacy Advisors, LLC 1210.09%0.26%0.63%Q4 2016Q3 202324
Cypress Wealth Services, LLC 24240.06%0.83%2.98%Q4 2017Q3 202324
Richard C. Young & CO., LTD. 24240.96%1.80%2.33%Q2 2013Q1 201924
Successful Portfolios LLC 24240.18%0.25%0.42%Q4 2017Q3 202324
Haverford Financial Services, Inc. 2010.07%0.17%0.33%Q3 2013Q4 201924
VAN ECK ASSOCIATES CORP 2210.01%0.25%0.44%Q1 2014Q3 202324
Steinberg Global Asset Management 24240.32%0.85%1.56%Q2 2013Q1 201924
Newport Trust Company, LLC 24240.15%0.19%0.23%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.10%0.16%0.28%Q4 2017Q3 202324
Sawyer & Company, Inc 24240.01%0.02%0.02%Q4 2017Q3 202324
Valmark Advisers, Inc. 24240.01%0.04%0.06%Q4 2017Q3 202324
Capital Investment Advisory Services, LLC 1350.04%0.09%0.21%Q1 2017Q3 202324
Pensionfund Sabic 12120.00%0.89%1.27%Q1 2015Q4 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.13%0.30%0.71%Q4 2017Q3 202324
White Lighthouse Investment Management Inc. 24240.19%0.27%0.42%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.56%1.34%3.07%Q4 2017Q3 202324
Cadence Bank 24240.06%0.54%0.99%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.25%0.36%0.60%Q4 2017Q3 202324
IFG Advisory, LLC 24240.16%0.25%0.34%Q4 2017Q3 202324
Willis Investment Counsel 24240.06%0.93%1.48%Q2 2013Q1 201924
Treasurer of the State of North Carolina 24240.33%0.46%1.15%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.19%0.31%0.73%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.09%0.29%0.82%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.03%0.10%0.18%Q4 2017Q3 202324
Sanctuary Wealth Management, L.L.C. 2110.21%0.28%0.34%Q1 2010Q3 202324
AT Bancorp 24240.10%0.40%1.56%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.26%0.36%0.57%Q4 2017Q3 202324
Ellenbecker Investment Group 24240.43%0.79%1.39%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.10%0.15%0.23%Q4 2017Q3 202324
X-Square Capital, LLC 24240.55%1.43%2.38%Q4 2017Q3 202324
Rossmore Private Capital 24240.18%0.36%0.56%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.02%0.07%0.14%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.29%0.48%0.75%Q2 2013Q1 201924
Global Trust Asset Management, LLC 24240.00%0.05%0.36%Q4 2017Q3 202324
Buckley Wealth Management, LLC 24240.16%0.60%1.12%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.07%0.12%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.18%0.29%0.58%Q4 2017Q3 202324
Exeter Financial, LLC 24240.44%0.61%1.01%Q4 2017Q3 202324
PROFESSIONAL ADVISORY SERVICES INC 1010.03%0.05%0.06%Q2 2013Q2 202324
British Airways Pensions Investment Management Ltd 2210.24%0.89%2.24%Q4 2014Q1 202124
Independence Bank of Kentucky 24240.11%0.24%0.64%Q4 2017Q3 202324
MARINO, STRAM & ASSOCIATES LLC 24240.22%0.38%0.81%Q4 2017Q3 202324
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 14100.14%0.39%1.38%Q1 2012Q1 201824
WHITENER CAPITAL MANAGEMENT, INC. 24240.16%0.36%1.04%Q4 2017Q3 202324
TRADITION CAPITAL MANAGEMENT LLC 24240.19%0.47%0.90%Q2 2013Q1 201924
NVWM, LLC 24240.01%0.02%0.08%Q4 2017Q3 202324
Meridian Wealth Management, LLC 1330.09%0.15%0.32%Q4 2016Q3 202324
Mutual Advisors, LLC 24240.12%0.18%0.44%Q4 2017Q3 202324
RELIANCE TRUST CO OF DELAWARE 24240.38%0.57%0.78%Q2 2013Q1 201924
Winning Points Advisors, LLC 1770.19%0.30%0.58%Q1 2017Q1 202324
Cohen Capital Management, Inc. 1210.00%0.05%0.07%Q2 2013Q3 202323
Bray Capital Advisors 23230.01%0.01%0.02%Q1 2018Q3 202323
JENNISON ASSOCIATES LLC 1510.00%0.04%0.15%Q2 2013Q1 202223
Whitegate Investment Counselors, Inc. 2210.07%0.12%0.24%Q1 2014Q3 202123
Keystone Financial Group 2120.23%0.35%0.57%Q4 2017Q3 202323
Bedel Financial Consulting, Inc. 23230.06%0.24%0.59%Q4 2017Q2 202323
Gifford Fong Associates 23230.28%0.39%0.68%Q1 2018Q3 202323
Migdal Insurance & Financial Holdings Ltd. 23230.00%0.00%0.01%Q4 2016Q2 202223
Horizon Kinetics 23230.03%0.08%0.20%Q2 2013Q4 201823
USS Investment Management Ltd 1340.03%0.54%2.42%Q4 2012Q3 202023
Wells Trecaso Financial Group, LLC 13100.11%0.21%0.45%Q4 2017Q3 202323
Sterling Investment Advisors, Ltd. 23230.02%0.06%0.14%Q4 2016Q2 202223
Adalta Capital Management LLC 13100.05%0.67%2.00%Q1 2017Q3 202323
CYPRESS CAPITAL MANAGEMENT LLC 23230.03%0.06%0.12%Q1 2017Q3 202223
WealthTrust-Arizona, LLC 23230.00%0.05%0.16%Q2 2013Q4 201823
EXENCIAL WEALTH ADVISORS, LLC 1710.02%0.05%0.14%Q1 2013Q3 202323
Sunbelt Securities, Inc. 1110.01%0.35%1.26%Q4 2016Q3 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.05%0.07%0.14%Q2 2013Q4 201823
Silvant Capital Management LLC 23230.02%0.04%0.08%Q1 2018Q3 202323
Doyle Wealth Management 23230.03%0.08%0.16%Q1 2017Q3 202223
BREMER TRUST NATIONAL ASSOCIATION 23230.20%0.67%1.34%Q2 2013Q4 201823
MARSHWINDS ADVISORY CO 23230.12%0.27%0.48%Q2 2013Q4 201823
Contrarius Investment Management Ltd 23230.25%1.38%6.61%Q1 2018Q3 202323
Shamrock Asset Management LLC 23230.01%0.02%0.05%Q1 2014Q3 201923
Man Group plc 23230.00%0.05%0.16%Q1 2018Q3 202323
Pinnacle Wealth Planning Services, Inc. 1940.13%0.20%0.37%Q4 2017Q3 202323
NICHOLS & PRATT ADVISERS LLP /MA 2210.02%0.03%0.03%Q2 2013Q1 201923
Ipswich Investment Management Co., Inc. 2210.03%0.26%0.37%Q1 2016Q3 202323
WEALTHSOURCE PARTNERS, LLC 1810.04%0.08%0.11%Q1 2016Q3 202323
Channing Capital Management, LLC 23230.25%0.33%0.43%Q1 2018Q3 202323
WealthPLAN Partners, LLC 1210.02%0.07%0.15%Q1 2015Q2 202323
AFFINITY INVESTMENT ADVISORS, LLC 1710.04%0.79%1.86%Q2 2013Q3 202323
JACOBS LEVY EQUITY MANAGEMENT, INC 1240.00%0.21%0.75%Q2 2013Q1 202123
Quantbot Technologies LP 510.01%0.37%1.28%Q2 2013Q2 202323
Pinion Investment Advisors, LLC 23230.29%0.52%1.27%Q1 2018Q3 202323
Signature Financial Management, Inc. 23230.05%0.19%0.31%Q2 2013Q4 201823
ARROWGRASS CAPITAL PARTNERS (US) LP 12120.01%0.06%0.16%Q1 2015Q4 201723
GAM Holding AG 2030.02%0.22%0.45%Q2 2013Q4 201923
Van Hulzen Asset Management, LLC 1610.04%0.45%1.60%Q4 2013Q2 202223
CFO4Life Group, LLC 1920.07%0.12%0.34%Q1 2017Q3 202323
Exchange Capital Management, Inc. 23230.15%1.15%1.67%Q2 2013Q4 201823
Abbrea Capital, LLC 1760.06%0.08%0.12%Q4 2016Q3 202323
GABLES CAPITAL MANAGEMENT INC. 23230.20%0.25%0.38%Q1 2018Q3 202323
ARGENT CAPITAL MANAGEMENT LLC 2210.01%0.01%0.02%Q2 2013Q1 201923
Andra AP-fonden 2210.10%0.32%0.77%Q2 2013Q1 201923
STONEBRIDGE CAPITAL MANAGEMENT INC 23230.07%0.11%0.16%Q1 2016Q3 202123
Copeland Capital Management, LLC 1490.01%0.22%2.02%Q2 2013Q1 201923
PRINCETON CAPITAL MANAGEMENT LLC 1580.01%0.60%1.53%Q2 2013Q3 201923
Arnhold LLC 23230.11%0.33%0.54%Q1 2018Q3 202323
Pendal Group Ltd 23230.01%1.94%3.69%Q2 2017Q4 202223
MGO ONE SEVEN LLC 2120.20%0.33%0.52%Q4 2017Q3 202323
DIAMANT ASSET MANAGEMENT, INC. 1490.17%0.61%1.04%Q4 2017Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.04%0.07%Q1 2018Q3 202323
Chesapeake Wealth Management 23230.15%0.27%0.89%Q1 2018Q3 202323
Miracle Mile Advisors, LLC 13100.01%0.03%0.12%Q4 2017Q3 202323
PARADIGM ASSET MANAGEMENT CO LLC 830.28%0.44%0.66%Q2 2013Q3 202323
Sculptor Capital LP 710.02%0.12%0.44%Q2 2013Q1 201722
COZAD ASSET MANAGEMENT INC 22220.16%0.30%0.54%Q2 2018Q3 202322
CAPITAL ONE, NATIONAL ASSOCIATION 2110.04%0.55%1.00%Q2 2013Q4 201922
Foyston, Gordon, & Payne Inc 22221.06%3.31%5.04%Q2 2018Q3 202322
Bowling Portfolio Management LLC 1910.10%0.29%0.63%Q2 2013Q1 202222
OGOREK ANTHONY JOSEPH /NY/ /ADV 22220.01%0.01%0.01%Q2 2018Q3 202322
STRALEM & CO INC 2020.00%2.59%3.11%Q2 2013Q2 202022
EQUITABLE TRUST CO 22220.06%0.09%0.18%Q2 2018Q3 202322
OLD REPUBLIC INTERNATIONAL CORP 22220.66%1.74%2.24%Q2 2014Q3 201922
Pensionfund DSM Netherlands 1930.00%1.01%1.54%Q2 2013Q3 202122
ClariVest Asset Management LLC 1810.00%0.06%0.41%Q2 2013Q3 202322
PIEDMONT INVESTMENT ADVISORS INC 2020.00%0.47%1.13%Q2 2013Q1 202022
Birch Hill Investment Advisors LLC 22220.02%0.03%0.04%Q2 2018Q3 202322
CIM INVESTMENT MANAGEMENT INC 1510.13%0.48%0.83%Q2 2013Q3 202022
Harel Insurance Investments & Financial Services Ltd. 810.00%0.02%0.04%Q2 2016Q1 202322
APG Asset Management N.V. 22220.28%0.63%1.03%Q2 2013Q3 201822
Cornerstone Capital, Inc. 22220.04%0.06%0.08%Q2 2013Q3 201822
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12100.01%0.14%0.31%Q2 2013Q3 202322
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1130.01%0.04%0.06%Q2 2013Q2 202322
WESTWOOD HOLDINGS GROUP INC 1010.00%0.01%0.09%Q2 2013Q4 202222
Archon Partners LLC 22220.88%1.83%2.16%Q2 2013Q3 201822
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
STEVENS CAPITAL MANAGEMENT LP 410.17%0.64%2.80%Q2 2013Q1 202322
AGF Investments LLC 1390.00%0.89%3.02%Q4 2016Q2 202222
WOODMONT INVESTMENT COUNSEL LLC 730.05%0.07%0.12%Q2 2013Q3 202322
Pacific Wealth Strategies Group, Inc. 22220.12%0.58%1.18%Q4 2016Q1 202222
EASTERN BANK 22220.01%0.06%0.26%Q2 2013Q3 201822
INDEPENDENT INVESTORS INC 22220.07%0.54%0.68%Q2 2013Q3 201822
Oldfield Partners LLP 22220.19%0.52%1.16%Q2 2018Q3 202322
Cresset Asset Management, LLC 20200.01%0.15%1.78%Q4 2018Q3 202322
SENTINEL TRUST CO LBA 22220.18%0.34%0.74%Q2 2013Q3 201822
Summit Asset Management, LLC 22220.10%0.24%0.41%Q2 2013Q3 201822
PATHSTONE FAMILY OFFICE, LLC 1010.00%0.03%0.20%Q2 2013Q3 202322
WEALTHCARE CAPITAL MANAGEMENT LLC 1410.00%0.01%0.02%Q2 2013Q1 202122
Pathway Financial Advisors LLC 1480.12%0.20%0.35%Q4 2017Q3 202322
Clean Yield Group 910.00%0.02%0.04%Q1 2015Q1 202322
CX Institutional 22220.00%0.04%0.22%Q2 2018Q3 202322
Partnervest Advisory Services LLC 1390.12%0.24%0.35%Q2 2013Q4 201822
Liberty Mutual Group Asset Management Inc. 22220.11%0.27%0.47%Q2 2013Q3 201822
Virtu Financial LLC 810.02%0.12%0.42%Q4 2013Q1 202322
Certified Advisory Corp 11110.06%0.09%0.12%Q4 2017Q3 202322
Prime Capital Investment Advisors, LLC 2020.01%0.02%0.05%Q1 2018Q3 202322
Banco Santander, S.A. 1660.01%0.06%0.16%Q1 2018Q3 202322
CENTAURUS FINANCIAL, INC. 1930.02%0.05%0.10%Q4 2017Q3 202322
Legacy Financial Advisors, Inc. 1390.06%0.09%0.12%Q4 2017Q3 202322
Vanguard Capital Wealth Advisors 1210.43%0.80%1.85%Q4 2017Q3 202322
Qube Research & Technologies Ltd 910.02%0.21%0.51%Q1 2018Q3 202322
RAND WEALTH, LLC 22220.44%0.60%0.77%Q2 2013Q3 201822
ALLSTATE CORP 2020.03%0.13%0.26%Q1 2017Q3 202322
Strategic Wealth Partners, Ltd. 22220.02%0.36%0.65%Q4 2017Q1 202322
Icon Wealth Partners, LLC 1930.13%0.27%0.61%Q4 2017Q3 202322
AUA CAPITAL MANAGEMENT, LLC 1480.00%0.03%0.06%Q4 2016Q2 202222
Fieldpoint Private Securities, LLC 22220.08%0.13%0.31%Q1 2017Q2 202222
ACG Wealth 1710.02%0.18%0.44%Q4 2015Q2 202222
Jolley Asset Management, LLC 22220.04%0.11%0.30%Q2 2013Q3 201822
CLARK ESTATES INC/NY 1660.16%2.13%4.58%Q4 2016Q3 202322
Greenline Partners, LLC 1320.05%0.32%1.18%Q4 2017Q3 202322
W.G. Shaheen & Associates DBA Whitney & Co 22220.01%0.14%0.23%Q2 2013Q3 201822
CenturyLink Investment Management Co 1320.00%0.65%1.20%Q2 2013Q3 201922
DILLON & ASSOCIATES INC 22220.08%0.59%1.27%Q2 2013Q3 201822
CYPRESS ASSET MANAGEMENT INC/TX 22220.08%1.15%2.84%Q2 2013Q3 201822
GSB Wealth Management, LLC 1210.10%0.71%1.33%Q4 2016Q3 202322
Regal Wealth Group, Inc. 22220.01%0.01%0.01%Q4 2015Q1 202122
Mercer Capital Advisers, Inc. 2110.23%0.45%0.60%Q4 2014Q2 202022
Dakota Wealth Management 22220.14%0.29%0.69%Q2 2018Q3 202322
River Wealth Advisors LLC 1710.04%0.15%0.25%Q1 2015Q3 202121
Sabal Trust CO 910.01%0.04%0.13%Q3 2014Q2 202321
NuWave Investment Management, LLC 1010.00%0.20%0.86%Q2 2013Q3 202221
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 21210.33%0.63%1.14%Q1 2013Q1 201821
Point72 Asset Management, L.P. 640.00%0.11%0.31%Q1 2019Q3 202321
WEST CHESTER CAPITAL ADVISORS, INC 1010.16%0.74%1.49%Q2 2013Q2 202121
Invst, LLC 1430.09%0.14%0.21%Q1 2018Q3 202321
CAPITAL MANAGEMENT CORP /VA 2010.08%0.26%0.75%Q2 2013Q4 202221
Clear Perspective Advisors, LLC 21210.08%0.33%0.78%Q4 2016Q4 202121
Mint Tower Capital Management B.V. 210.00%0.07%0.24%Q1 2019Q3 202321
Capital Wealth Planning, LLC 1520.24%1.48%3.03%Q2 2013Q4 201821
Apriem Advisors 21210.04%0.07%0.12%Q2 2013Q2 201821
SEIZERT CAPITAL PARTNERS, LLC 21210.01%0.03%0.06%Q2 2013Q2 201821
Hirtle Callaghan & Co LLC 1020.00%3.60%16.78%Q2 2013Q4 202121
Summit Financial Strategies, Inc. 1620.06%0.23%0.52%Q4 2014Q3 202121
RFG Advisory, LLC 21210.06%0.07%0.09%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.24%0.38%0.54%Q2 2013Q2 201821
Peachtree Investment Advisors, Inc. 21210.39%0.73%0.96%Q4 2013Q4 201821
Harbour Capital Advisors, LLC 21210.16%0.50%1.12%Q1 2013Q1 201821
Global Endowment Management, LP 2010.04%1.26%3.48%Q4 2013Q2 201921
Cable Hill Partners, LLC 1910.05%0.12%0.21%Q4 2014Q2 202121
BRAVE ASSET MANAGEMENT INC 2010.10%0.15%0.17%Q4 2013Q1 201921
Virtue Capital Management, LLC 1430.05%0.27%0.58%Q4 2017Q3 202321
GUARDIAN CAPITAL LP 21210.04%0.14%0.31%Q2 2013Q2 201821
WealthShield Partners, LLC 1410.05%0.11%0.25%Q4 2017Q3 202321
AEGON ASSET MANAGEMENT UK PLC 2010.02%2.87%6.70%Q2 2013Q3 201821
Opus Capital Group, LLC 21210.05%0.16%0.33%Q2 2013Q2 201821
Global X Management CO LLC 21210.00%0.25%0.47%Q2 2013Q2 201821
Veritas Asset Management LLP 21210.08%1.71%5.20%Q3 2018Q3 202321
SOUTH TEXAS MONEY MANAGEMENT LTD 2010.01%0.06%0.11%Q2 2013Q3 201921
FORT, L.P. 21210.01%0.48%0.78%Q3 2018Q3 202321
NAVELLIER & ASSOCIATES INC 1810.01%0.06%0.12%Q3 2012Q3 202321
Nippon Life Global Investors Americas, Inc. 940.37%1.07%2.02%Q2 2013Q3 202321
AVIANCE CAPITAL MANAGEMENT, LLC 1120.00%0.68%1.40%Q2 2013Q1 201921
CADINHA & CO LLC 11100.05%0.34%2.62%Q2 2013Q3 201821
ARTHUR M. COHEN & ASSOCIATES, LLC 1710.05%0.58%1.80%Q3 2014Q4 202121
VECTOR WEALTH MANAGEMENT, LLC 21210.18%0.24%0.42%Q4 2011Q4 201621
Jupiter Investment Management Ltd 1110.01%0.43%1.20%Q2 2013Q2 202021
OUTFITTER ADVISORS, LTD. 21210.08%0.12%0.16%Q2 2013Q2 201821
CATAWBA CAPITAL MANAGEMENT /VA 21210.08%0.22%0.38%Q2 2013Q2 201821
Waverton Investment Management Ltd 1290.05%0.12%0.70%Q2 2013Q3 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.05%0.11%0.15%Q3 2018Q3 202321
Fragasso Group Inc. 1410.03%0.05%0.19%Q3 2014Q4 202321
WALLER FINANCIAL PLANNING GROUP, INC 21210.08%0.12%0.19%Q4 2018Q4 202321
PROFFITT & GOODSON INC 21210.00%0.02%0.03%Q3 2018Q3 202321
Grassi Investment Management 21210.11%0.84%1.39%Q2 2014Q2 201921
King Wealth Management Group 21210.04%0.52%1.10%Q2 2013Q2 201821
Northeast Financial Consultants Inc 21210.20%0.30%0.79%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.12%0.18%0.34%Q1 2017Q3 202321
Hexavest Inc. 1190.00%0.45%1.25%Q1 2015Q4 202020
Truvestments Capital LLC 1220.00%0.10%0.31%Q2 2018Q3 202320
Essex Savings Bank 20200.13%0.18%0.26%Q4 2018Q3 202320
Paradigm Financial Partners, LLC 20200.31%0.42%0.58%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.22%0.33%0.52%Q4 2018Q3 202320
Ellis Investment Partners, LLC 20200.15%0.19%0.28%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.10%0.18%0.30%Q4 2018Q3 202320
CAMG Solamere Management, LLC 20200.12%0.24%0.37%Q4 2016Q3 202120
Crewe Advisors LLC 20200.01%0.02%0.05%Q3 2018Q2 202320
Biondo Investment Advisors, LLC 20200.76%1.12%1.55%Q2 2013Q1 201820
GREAT VALLEY ADVISOR GROUP, INC. 20200.04%0.09%0.18%Q4 2018Q3 202320
Assenagon Asset Management S.A. 1210.00%0.12%0.49%Q4 2017Q3 202320
Tweedy, Browne Co LLC 20200.13%3.79%4.86%Q2 2013Q1 201820
Bernardo Wealth Planning LLC 20200.11%0.23%0.50%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.19%0.48%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.03%0.04%0.07%Q4 2018Q3 202320
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1210.00%0.55%1.97%Q1 2017Q3 202320
American Investment Services, Inc. 1550.08%0.23%0.72%Q1 2017Q3 202320
MONECO Advisors, LLC 20200.08%0.36%0.73%Q4 2018Q3 202320
Northwest Bancshares, Inc. 1410.08%0.55%1.32%Q4 2017Q3 202320
CreativeOne Wealth, LLC 20200.03%0.07%0.12%Q4 2018Q3 202320
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1820.01%0.09%0.16%Q4 2013Q1 202320
PRIVATE ASSET MANAGEMENT INC 20200.04%0.36%0.70%Q2 2013Q1 201820
Elmwood Wealth Management, Inc. 820.12%0.16%0.22%Q1 2018Q3 202320
Farmers & Merchants Trust Co of Long Beach 20200.21%0.27%0.47%Q4 2018Q3 202320
Railway Pension Investments Ltd 20200.30%0.63%1.18%Q4 2018Q3 202320
Foster Victor Wealth Advisors, LLC 20200.39%0.52%1.02%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.05%0.07%0.20%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.30%0.49%0.66%Q1 2013Q4 201720
ETF MANAGERS GROUP, LLC 1610.01%0.44%1.09%Q4 2017Q1 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.63%0.78%0.98%Q2 2013Q1 201820
Ramsay, Stattman, Vela & Price, Inc. 20200.08%0.13%0.18%Q2 2013Q1 201820
Frisch Financial Group, Inc. 20200.16%0.23%0.31%Q4 2018Q3 202320
Inscription Capital, LLC 20200.07%0.29%0.55%Q4 2018Q3 202320
Westover Capital Advisors, LLC 910.09%0.41%1.62%Q2 2013Q3 202020
Inlet Private Wealth, LLC 20200.12%0.20%0.26%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.01%0.14%1.97%Q4 2013Q3 201820
Allred Capital Management, LLC 20200.28%0.40%0.64%Q4 2018Q3 202320
Wealth Alliance Advisory Group, LLC 20200.09%0.15%0.18%Q4 2018Q3 202320
HOWARD FINANCIAL SERVICES, LTD. 20200.09%0.16%0.26%Q4 2018Q3 202320
PREMIER ASSET MANAGEMENT LLC 1120.05%0.13%0.45%Q3 2013Q4 202220
ERTS Wealth Advisors, LLC 20200.07%0.11%0.18%Q4 2018Q3 202320
ESSEX INVESTMENT MANAGEMENT CO LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
YorkBridge Wealth Partners, LLC 1190.07%0.38%0.82%Q4 2016Q4 202220
Sargent Investment Group, LLC 20200.08%0.11%0.16%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.07%0.11%0.28%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.27%0.39%0.64%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.36%0.62%1.00%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.01%0.04%0.14%Q4 2018Q3 202320
Principle Wealth Partners LLC 20200.15%0.31%0.42%Q4 2018Q3 202320
QUEST INVESTMENT MANAGEMENT LLC 20200.03%0.40%1.36%Q2 2013Q1 201820
Sompo Asset Management Co., Ltd. 1640.05%0.59%1.17%Q4 2016Q3 202320
BREWIN DOLPHIN LTD 20200.08%0.34%0.82%Q3 2017Q2 202220
Wealthspire Advisors, LLC 20200.02%0.06%0.14%Q4 2018Q3 202320
GENESEE VALLEY TRUST CO 20200.82%1.12%1.73%Q2 2013Q1 201820
TFG Advisers LLC 20200.15%0.18%0.28%Q4 2018Q3 202320
BROOKS, MOORE & ASSOCIATES, INC. 20200.18%0.27%0.43%Q4 2018Q3 202320
Human Investing LLC 20200.16%0.43%0.78%Q4 2018Q3 202320
HAMEL ASSOCIATES, INC. 20200.02%0.19%0.29%Q4 2013Q3 201820
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.03%0.44%1.28%Q4 2013Q3 202320
MEANS INVESTMENT CO., INC. 20200.57%0.97%1.79%Q4 2018Q3 202320
Artemis Investment Management LLP 1110.01%0.25%0.71%Q2 2015Q3 202320
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.07%0.65%1.75%Q3 2017Q2 202220
TrinityPoint Wealth, LLC 20200.32%0.45%0.57%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.04%0.09%0.16%Q4 2018Q3 202320
Sullivan, Bruyette, Speros & Blaney, LLC 20200.02%0.06%0.12%Q2 2016Q1 202120
American Portfolios Advisors 20200.07%0.13%0.25%Q4 2017Q3 202220
THOMASPARTNERS, INC. 20201.58%2.00%2.39%Q2 2013Q1 201820
Centre Asset Management, LLC 1310.10%1.38%3.36%Q2 2013Q3 202020
Edge Capital Group, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
Horizon Investments, LLC 1110.01%0.06%0.17%Q4 2016Q3 202320
VeraBank, N.A. 20200.21%0.37%0.54%Q4 2018Q3 202320
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1280.00%0.01%0.02%Q4 2013Q3 202320
Verity Asset Management, Inc. 1110.21%0.67%1.17%Q1 2016Q3 202320
Edgewood Management 1210.00%0.00%0.00%Q2 2013Q3 201820
SSI INVESTMENT MANAGEMENT LLC 1010.01%0.04%0.14%Q2 2013Q4 201920
Mariner Wealth Advisors-Cincinnati, LLC 1280.08%0.36%0.95%Q2 2013Q3 201820
PARK AVENUE SECURITIES LLC 1410.05%0.12%0.18%Q1 2016Q3 202320
ALPHA WINDWARD LLC 1820.01%0.07%0.33%Q2 2013Q1 201920
Wealthfront Advisers LLC 20200.03%0.05%0.08%Q4 2018Q3 202320
HIGHLAND CAPITAL MANAGEMENT, LLC 710.01%0.12%0.70%Q4 2013Q3 202120
Sepio Capital, LP 20200.09%0.25%0.36%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.07%0.14%0.25%Q4 2015Q3 202020
Claro Advisors LLC 20200.19%0.34%0.61%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.04%0.15%0.34%Q4 2018Q3 202320
Main Street Research LLC 20200.04%0.13%0.21%Q2 2013Q1 201820
ALTRINSIC GLOBAL ADVISORS LLC 20200.03%2.32%3.50%Q2 2013Q1 201820
CEDAR CAPITAL, LLC 20200.17%0.36%0.62%Q4 2015Q3 202020
Aspire Private Capital, LLC 20200.07%0.23%0.57%Q4 2018Q3 202320
CHEMUNG CANAL TRUST CO 20200.08%0.13%0.21%Q2 2013Q1 201820
AMP Capital Investors Ltd 20200.10%0.52%0.90%Q2 2013Q1 201820
Traverso Chambers Private Wealth Management, LLC 20200.50%0.67%1.05%Q4 2018Q3 202320
Pine River Capital Management L.P. 880.01%0.09%0.30%Q2 2013Q1 201520
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.29%1.21%Q4 2014Q3 201920
TRUSTCORE FINANCIAL SERVICES, LLC 1640.03%0.04%0.10%Q4 2017Q4 202220
Xcel Wealth Management, LLC 20200.08%0.15%0.27%Q4 2018Q3 202320
Campbell Wealth Management 20200.02%0.05%0.11%Q4 2018Q3 202320
RWA WEALTH PARTNERS, LLC 1610.01%0.04%0.24%Q1 2017Q3 202320
Larson Financial Group LLC 1450.00%0.01%0.01%Q4 2018Q3 202319
BENJAMIN EDWARDS INC 19190.01%0.05%0.15%Q1 2019Q3 202319
TSFG, LLC 19190.08%0.13%0.20%Q1 2019Q3 202319
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1110.02%0.03%0.06%Q2 2013Q3 202319
Keudell/Morrison Wealth Management 19190.65%1.19%2.05%Q1 2019Q3 202319
CROFT-LEOMINSTER INC 19190.13%0.65%1.98%Q2 2013Q4 201719
SRS Capital Advisors, Inc. 1020.00%0.02%0.02%Q3 2018Q3 202319
Secrest Blakey & Associates, LLC 12120.00%0.66%1.98%Q4 2017Q3 202019
Investors Research Corp 19190.03%0.04%0.07%Q1 2019Q3 202319
Acropolis Investment Management, LLC 610.01%0.02%0.05%Q2 2013Q3 202319
Cooper Financial Group 19190.12%0.22%0.35%Q1 2019Q3 202319
Lavaca Capital LLC 1810.02%0.62%2.40%Q4 2018Q3 202319
CONGRESS ASSET MANAGEMENT CO /MA 1270.00%0.01%0.11%Q2 2013Q3 202019
MCRAE CAPITAL MANAGEMENT INC 840.06%0.11%0.15%Q3 2013Q4 202119
Altium Wealth Management LLC 19190.12%0.20%0.40%Q4 2017Q2 202219
SII INVESTMENTS INC/WI 19190.05%0.21%0.53%Q2 2013Q4 201719
Engineers Gate Manager LP 510.01%0.15%0.52%Q4 2014Q3 202319
Covenant Partners, LLC 19190.17%0.35%0.44%Q1 2019Q3 202319
Private Capital Group, LLC 19190.05%0.08%0.21%Q4 2017Q2 202219
FULLER & THALER ASSET MANAGEMENT, INC. 1540.00%0.04%0.08%Q2 2013Q2 201819
First Pacific Advisors, LP 1450.01%0.06%0.11%Q2 2017Q4 202219
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.03%0.07%0.14%Q3 2018Q3 202319
First National Bank of South Miami 19190.36%0.51%0.66%Q4 2018Q2 202319
BOENNING & SCATTERGOOD, INC. 19190.07%0.11%0.21%Q2 2018Q4 202219
SRB CORP 19190.02%0.06%0.13%Q4 2018Q2 202319
Institute for Wealth Management, LLC. 1310.04%0.06%0.21%Q2 2017Q3 202319
IFC Holdings Incorporated/FL 19190.04%0.10%0.16%Q2 2013Q4 201719
ROCKEFELLER FINANCIAL SERVICES INC 19190.00%0.00%0.01%Q2 2013Q4 201719
Lester Murray Antman dba SimplyRich 1230.08%0.11%0.19%Q4 2017Q3 202319
Claraphi Advisory Network, LLC 19190.23%0.50%0.94%Q4 2017Q2 202219
TimeScale Financial, Inc. 19190.08%0.10%0.15%Q4 2018Q2 202319
Sowell Financial Services LLC 1030.18%0.44%0.81%Q3 2018Q3 202319
Lantz Financial LLC 19190.15%0.19%0.24%Q1 2019Q3 202319
Zurich Insurance Group Ltd/FI 19190.04%0.54%0.73%Q3 2015Q1 202019
THOMPSON INVESTMENT MANAGEMENT, INC. 1210.03%0.04%0.06%Q2 2015Q3 202319
TRAIN BABCOCK ADVISORS LLC 19190.18%0.34%0.47%Q2 2013Q4 201719
Gs Investments, Inc. 1010.01%0.01%0.01%Q2 2017Q1 202319
FLC Capital Advisors 19190.21%0.36%0.46%Q4 2018Q2 202319
Crescent Grove Advisors, LLC 19190.05%0.07%0.10%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.15%0.25%0.40%Q1 2019Q3 202319
Cedar Brook Financial Partners, LLC 19190.12%0.18%0.25%Q1 2019Q3 202319
Private Wealth Partners, LLC 610.00%0.03%0.06%Q2 2013Q3 202319
Zions Bancorporation, N.A. 19190.30%0.47%0.79%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.07%0.16%0.32%Q1 2019Q3 202319
Brookfield Asset Management 1710.02%0.04%0.05%Q2 2013Q2 201819
MU Investments Co., Ltd. 19190.02%0.32%0.70%Q2 2013Q4 201719
WEALTHFRONT Corp 19190.01%0.06%0.12%Q1 2014Q3 201819
Corbenic Partners LLC 1420.01%0.52%3.27%Q2 2013Q1 202019
Western Wealth Management, LLC 1180.03%0.05%0.08%Q4 2018Q3 202319
Vestmark Advisory Solutions, Inc. 19190.10%0.35%0.63%Q1 2019Q3 202319
Archer Investment Corp 1090.04%0.09%0.28%Q4 2018Q3 202319
EAGLE ASSET MANAGEMENT INC 19190.02%0.03%0.05%Q3 2015Q1 202019
ONTARIO TEACHERS PENSION PLAN BOARD 1090.02%0.14%0.25%Q2 2013Q2 201819
Parkwood LLC 610.04%0.72%1.28%Q4 2013Q3 202319
SAGE RHINO CAPITAL LLC 19190.08%0.23%0.48%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.04%0.06%0.10%Q1 2019Q3 202319
Symmetry Partners, LLC 19190.04%0.09%0.16%Q2 2019Q4 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.06%0.07%0.09%Q1 2019Q3 202319
Cornerstone Wealth Group, LLC 19190.09%0.16%0.72%Q1 2019Q3 202319
Texan Capital Management 19190.17%0.46%0.94%Q2 2013Q4 201719
Bremer Bank National Association 19190.04%0.13%0.22%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.06%0.09%0.15%Q1 2019Q3 202319
Alexandria Capital, LLC 19190.03%0.08%0.46%Q2 2013Q4 201719
Perpetual Ltd 1510.12%0.76%2.28%Q1 2013Q3 202319
SEVEN EIGHT CAPITAL, LP 610.05%0.47%1.01%Q2 2014Q2 202319
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1130.00%0.13%0.39%Q2 2013Q3 202319
Realta Investment Advisors 19190.21%0.35%0.45%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19191.07%1.90%3.09%Q2 2013Q4 201719
Arden Trust Co 19190.05%0.19%0.42%Q2 2019Q4 202319
Detwiler Fenton Investment Management LLC 19190.24%0.40%0.61%Q4 2009Q2 201419
Cipher Capital LP 310.05%0.41%0.80%Q4 2013Q1 202318
Ifrah Financial Services, Inc. 1710.07%0.11%0.14%Q4 2013Q4 202218
MADISON INVESTMENT HOLDINGS INC 1710.00%0.15%0.69%Q2 2013Q4 201718
Summit Trail Advisors, LLC 720.02%0.08%0.20%Q4 2017Q3 202318
MBM Wealth Consultants, LLC 18180.00%0.01%0.02%Q4 2018Q1 202318
BBR PARTNERS, LLC 1350.03%0.18%0.40%Q1 2019Q3 202318
Fosun International Ltd 18180.03%0.33%1.12%Q3 2018Q4 202218
INSIGHT 2811, INC. 1610.00%0.71%1.45%Q2 2013Q2 201818
DAVIDSON & GARRARD INC 18180.23%0.26%0.31%Q2 2013Q3 201718
Costello Asset Management, INC 1440.18%0.50%1.68%Q4 2018Q3 202318
Visionary Asset Management, Inc. 1170.32%0.81%1.11%Q4 2013Q3 201818
TRUST DEPARTMENT MB FINANCIAL BANK N A 930.00%0.00%0.03%Q2 2013Q1 201918
Evercore Trust Company, N.A. 18180.24%0.27%0.32%Q2 2013Q3 201718
Pegasus Asset Management, Inc. 1610.11%0.21%0.42%Q4 2017Q4 202218
Sound View Wealth Advisors Group, LLC 18180.31%0.47%0.98%Q2 2019Q3 202318
UBS AG 660.00%0.08%0.25%Q2 2013Q3 201418
BANCORPSOUTH INC 18180.13%0.32%0.51%Q2 2013Q3 201718
INVESTMENT CENTERS OF AMERICA INC 18180.50%0.74%0.90%Q2 2013Q3 201718
Liberty Capital Management, Inc. 1260.03%0.27%0.71%Q2 2013Q4 201718
America First Investment Advisors, LLC 18180.01%0.02%0.02%Q2 2013Q3 201718
PFS INVESTMENTS INC. 18180.05%0.27%0.51%Q1 2019Q2 202318
Stuart Chaussee & Associates, Inc. 1080.01%0.27%0.94%Q4 2015Q4 202218
RAY GERALD L & ASSOCIATES LTD 18180.84%1.07%1.37%Q2 2013Q3 201718
WESPAC Advisors SoCal, LLC 1030.04%0.69%2.73%Q4 2015Q4 202118
Quotient Investors, LLC 18180.03%0.17%0.75%Q2 2013Q3 201718
SP Asset Management 18180.69%1.06%1.76%Q2 2018Q3 202218
MUFG Securities EMEA plc 1610.01%0.38%1.35%Q4 2017Q3 202218
Mork Capital Management, LLC 1350.55%0.79%0.94%Q4 2014Q4 201918
Pettee Investors, Inc. 1210.13%0.20%0.26%Q4 2013Q1 201918
Tandem Investment Advisors, Inc. 1310.01%0.10%0.26%Q4 2016Q3 202318
UNITED BANK, INC. 18180.40%1.72%2.53%Q2 2013Q3 201718
Concert Wealth Management Inc. 17170.00%0.39%0.88%Q2 2013Q2 201718
NIPPON LIFE INSURANCE CO 18180.10%0.16%0.27%Q2 2013Q3 201718
Bellecapital International Ltd. 1530.13%0.21%0.46%Q4 2013Q1 202318
INR ADVISORY SERVICES LLC 1350.02%0.13%0.22%Q2 2013Q2 201818
Commonwealth Equity Services, Inc 18180.33%0.42%0.58%Q2 2013Q3 201718
Semmax Financial Advisors Inc. 1710.56%1.23%2.20%Q4 2018Q3 202318
Allen Capital Group, LLC 1440.03%0.09%0.15%Q4 2017Q2 202218
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 18180.12%0.19%0.56%Q2 2013Q3 201718
Stewardship Financial Advisors, LLC 1220.08%0.91%2.02%Q4 2015Q1 202118
WHEATLAND ADVISORS INC 18180.20%0.31%0.76%Q4 2013Q1 201818
Schonfeld Strategic Advisors LLC 510.01%0.08%0.23%Q2 2016Q2 202318
B. Riley Wealth Management, Inc. 840.00%0.11%0.39%Q1 2014Q2 202218
Redwood Investment Management, LLC 730.07%0.17%0.26%Q1 2018Q3 202318
UNITED STATES STEEL & CARNEGIE PENSION FUND 18181.58%2.34%3.13%Q2 2013Q3 201718
QVR LLC 430.01%0.10%0.25%Q1 2021Q4 202218
Aptus Capital Advisors, LLC 1350.01%0.07%0.39%Q1 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.01%0.59%2.92%Q4 2015Q1 202018
SENTINEL ASSET MANAGEMENT, INC. 18180.53%0.78%0.99%Q2 2013Q3 201718
Lloyds Banking Group plc 1260.56%1.43%2.20%Q2 2013Q4 201818
Concorde Asset Management, LLC 1350.14%0.51%1.93%Q3 2016Q3 202318
Nationwide Fund Advisors 18180.24%0.44%0.81%Q2 2013Q3 201718
I.G. INVESTMENT MANAGEMENT, LTD. 18180.08%0.49%0.78%Q2 2013Q3 201718
Bridgeworth, LLC 1530.06%0.18%0.41%Q4 2016Q3 202118
Rikoon Group, LLC 18180.27%0.77%1.31%Q4 2016Q1 202118
Holocene Advisors, LP 1010.01%0.03%0.06%Q4 2017Q3 202318
BTC Capital Management, Inc. 910.04%0.05%0.10%Q3 2014Q4 202018
New Capital Management LP 18180.00%0.07%0.13%Q4 2016Q1 202118
NATIONAL PLANNING CORP 18180.11%0.16%0.24%Q2 2013Q3 201718
Salient Capital Advisors, LLC 17170.08%0.12%0.20%Q2 2013Q2 201717
COHEN LAWRENCE B 1430.13%0.16%0.21%Q2 2013Q3 201717
Resource Management, LLC 17170.04%0.06%0.12%Q4 2017Q4 202117
Full Sail Capital, LLC 1250.02%0.05%0.16%Q4 2018Q3 202317
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 17170.20%0.23%0.27%Q4 2013Q4 201717
THOROUGHBRED FINANCIAL SERVICES, LLC 1160.07%0.14%0.21%Q4 2018Q3 202317
abrdn Investment Management Ltd 17170.04%0.20%0.95%Q2 2013Q2 201717
BEACON TRUST CO 17170.06%0.11%0.18%Q1 2013Q1 201717
ABERDEEN ASSET MANAGEMENT PLC/UK 17171.48%2.47%3.60%Q2 2013Q2 201717
Hemenway Trust Co LLC 17170.04%0.06%0.13%Q3 2019Q3 202317
Shilanski & Associates, Inc. 1340.96%1.39%2.41%Q2 2019Q3 202317
Bridgewater Associates 910.00%0.13%0.50%Q2 2013Q3 202317
Parisi Gray Wealth Management 1250.08%0.16%0.30%Q4 2017Q1 202217
Capula Management Ltd 410.00%0.10%0.50%Q2 2020Q3 202317
Kinsight, LLC 17170.10%0.13%0.17%Q2 2013Q2 201717
Capital Bank & Trust Co 17170.91%1.13%1.39%Q2 2017Q2 202117
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1160.02%0.09%0.19%Q4 2018Q1 202317
Brick & Kyle, Associates 1510.11%0.49%0.72%Q4 2014Q2 201917
SEEYOND 17170.12%0.23%0.32%Q4 2018Q4 202217
Global Wealth Management Investment Advisory, Inc. 1520.04%0.11%0.36%Q4 2018Q3 202317
Wolff Financial Management LLC 1010.14%0.22%0.36%Q4 2018Q3 202317
LMCG INVESTMENTS, LLC 1070.05%0.13%0.24%Q2 2013Q3 202317
Independent Portfolio Consultants, Inc. 17170.31%0.48%0.68%Q2 2013Q2 201717
EXCHANGE TRADED CONCEPTS, LLC 17170.00%0.44%1.10%Q4 2019Q4 202317
NorthCoast Asset Management LLC 1010.06%0.66%3.35%Q2 2013Q3 202117
MACKAY SHIELDS LLC 17170.13%0.19%0.27%Q1 2018Q1 202217
IFG Advisors, LLC 17170.26%0.38%0.54%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.05%0.13%0.49%Q2 2013Q2 201717
Williams Jones Wealth Management, LLC. 17170.02%0.04%0.10%Q3 2019Q3 202317
Hubbell Strickland Wealth Management, LLC 17170.16%0.19%0.24%Q3 2019Q3 202317
Ranch Capital Advisors Inc. 17170.35%0.49%0.64%Q3 2019Q3 202317
ASPIRIANT, LLC 710.01%0.06%0.12%Q1 2016Q3 202317
ANCHOR CAPITAL ADVISORS LLC 1610.01%0.01%0.01%Q2 2013Q1 201917
Pacifica Partners Inc. 17170.01%0.01%0.01%Q4 2019Q4 202317
Chiron Investment Management, LLC 921.45%5.90%13.87%Q2 2018Q3 202317
Quantitative Systematic Strategies LLC 710.12%0.52%1.48%Q4 2013Q2 202117
LaSalle Street Capital Management, LLC 17170.96%1.83%2.30%Q4 2014Q4 201817
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.09%0.18%Q3 2019Q3 202317
SteelPeak Wealth, LLC 16160.00%0.11%0.51%Q4 2019Q3 202317
Crosspoint Capital Strategies, LLC 17170.02%0.13%0.60%Q4 2013Q4 201717
NorthRock Partners, LLC 17171.20%2.32%4.34%Q3 2019Q3 202317
RONALD BLUE & CO LLC 17170.02%0.08%0.18%Q2 2013Q2 201717
Arbor Wealth Management, LLC 17171.68%3.19%4.62%Q4 2015Q4 201917
Wunderlich Capital Managemnt 1520.91%1.11%1.31%Q4 2013Q1 201817
Cribstone Capital Management, LLC 1510.00%0.08%0.18%Q1 2016Q1 202217
MidWestOne Financial Group, Inc. 1340.21%0.26%0.32%Q2 2019Q3 202317
THOMPSON DAVIS & CO., INC. 1610.03%0.29%0.55%Q4 2013Q4 202117
Geneva Advisors, LLC 17170.05%0.18%0.74%Q2 2013Q2 201717
HONEYWELL INTERNATIONAL INC 1610.25%1.34%2.31%Q2 2013Q4 201717
STABLEFORD CAPITAL II LLC 1110.09%0.56%1.29%Q4 2016Q4 202217
Sharkey, Howes & Javer 1070.00%0.01%0.01%Q1 2015Q2 201917
MIDWEST INVESTMENT MANAGEMENT LLC 17170.17%0.21%0.25%Q3 2013Q3 201717
BKS ADVISORS, LLC 17170.31%0.47%0.58%Q1 2015Q1 201917
1st Global Advisors, Inc. 17170.16%0.23%0.33%Q2 2013Q2 201717
Bruderman Asset Management, LLC 17170.01%2.46%4.62%Q1 2015Q1 201917
Yorktown Management & Research Co Inc 730.22%0.31%0.59%Q2 2013Q1 202017
HERNDON CAPITAL MANAGEMENT LLC 17171.66%2.48%3.71%Q2 2013Q2 201717
Burleson & Company, LLC 980.03%0.12%0.32%Q4 2017Q4 202217
WFG Advisors, LP 17170.25%0.40%0.49%Q2 2013Q2 201717
Brown Capital Management 1250.00%0.01%0.01%Q2 2013Q3 202317
Farmers National Bank 1520.21%0.81%1.09%Q4 2014Q2 201917
SIGNET FINANCIAL MANAGEMENT, LLC 1510.02%0.07%0.14%Q1 2015Q4 202116
Investment Research & Advisory Group, Inc. 16160.12%1.05%1.41%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.12%0.18%0.31%Q4 2019Q3 202316
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 1110.00%2.23%4.11%Q4 2014Q3 202316
Delta Investment Management, LLC 16160.13%0.17%0.27%Q4 2019Q3 202316
Merit Financial Group, LLC 16160.18%0.35%0.52%Q4 2019Q3 202316
Ellevest, Inc. 16160.00%0.00%0.01%Q2 2019Q1 202316
Cove Street Capital, LLC 16160.02%0.07%0.16%Q4 2019Q3 202316
Thomas J. Herzfeld Advisors, Inc. 840.00%0.01%0.03%Q4 2014Q3 202316
Red Door Wealth Management, LLC 16160.13%0.27%0.40%Q4 2019Q3 202316
Foundations Investment Advisors, LLC 1420.02%0.05%0.11%Q2 2018Q3 202316
Gleason Group, Inc. 16160.00%0.01%0.04%Q4 2019Q3 202316
EVERMAY WEALTH MANAGEMENT LLC 1410.04%0.06%0.11%Q1 2018Q3 202316
Pinnacle Advisory Group, Inc. 1110.02%0.13%0.34%Q3 2013Q1 202116
Hawkins Capital L.P. 16160.20%3.00%5.93%Q2 2013Q1 201716
Quinn Opportunity Partners LLC 1060.12%0.60%2.86%Q3 2019Q3 202316
Integrated Advisors Network LLC 16160.04%0.06%0.09%Q4 2019Q3 202316
STEPH & CO 16160.13%0.33%0.52%Q4 2019Q3 202316
TRANSCEND CAPITAL ADVISORS, LLC 16160.06%0.30%0.94%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.57%0.67%0.79%Q4 2019Q3 202316
Kore Private Wealth LLC 16160.04%0.06%0.14%Q4 2018Q3 202216
SIMPLEX TRADING, LLC 710.00%0.05%0.42%Q1 2015Q1 202316
Mosaic Family Wealth, LLC 1420.04%0.07%0.09%Q4 2015Q3 202116
MATRIX PRIVATE CAPITAL GROUP LLC 16160.74%1.10%1.81%Q4 2019Q3 202316
UBS OCONNOR LLC 620.00%0.53%1.83%Q2 2013Q3 201716
Detalus Advisors, LLC 16160.13%0.16%0.26%Q4 2019Q3 202316
SCOUT INVESTMENTS, INC. 16160.01%0.03%0.06%Q2 2013Q1 201716
Euro Pacific Asset Management, LLC 16162.98%3.56%4.77%Q4 2019Q3 202316
Integrated Investment Consultants, LLC 880.10%0.17%0.24%Q4 2015Q4 201916
SPRENG CAPITAL MANAGEMENT, INC. 16160.24%0.34%0.46%Q4 2019Q3 202316
Towerpoint Wealth, LLC 16160.13%0.17%0.25%Q1 2019Q4 202216
TIAA CREF TRUST CO FSB/MO 16160.06%0.08%0.12%Q2 2013Q1 201716
Mattern Wealth Management LLC 16160.16%0.20%0.31%Q4 2019Q3 202316
PIONEER TRUST BANK N A/OR 1420.06%0.22%0.39%Q4 2014Q1 202116
Sugarloaf Wealth Management, LLC 16160.05%0.07%0.14%Q4 2019Q3 202316
MPS Loria Financial Planners, LLC 1060.10%0.16%0.26%Q2 2017Q2 202116
Zuckerman Investment Group, LLC 1310.04%0.08%0.12%Q1 2011Q3 202216
HighMark Wealth Management LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Taylor Wealth Management Partners 16160.04%0.04%0.05%Q1 2015Q4 201816
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.05%0.13%0.32%Q4 2018Q3 202316
ArchPoint Investors 710.06%0.28%0.90%Q2 2013Q3 202116
CFM WEALTH PARTNERS LLC 16161.89%2.31%2.85%Q4 2019Q3 202316
Weatherstone Capital Management 1330.05%0.21%0.38%Q1 2015Q1 201916
GQG Partners LLC 1510.02%3.28%7.38%Q3 2019Q3 202316
Quilter Plc 16160.28%0.53%0.98%Q4 2019Q3 202316
HIGH POINTE CAPITAL MANAGEMENT LLC 1060.18%0.88%1.64%Q2 2013Q1 202216
VAUGHAN & Co SECURITIES, INC. 16160.49%0.62%0.78%Q4 2019Q3 202316
Baillie Gifford 16160.02%0.04%0.06%Q2 2013Q1 201716
CALTON & ASSOCIATES, INC. 1240.04%0.09%0.25%Q4 2017Q4 202116
Cypress Wealth Advisors LLC 16161.36%2.60%5.84%Q2 2015Q1 201916
Atlas Private Wealth Management 16160.34%0.40%0.50%Q4 2019Q3 202316
XML Financial, LLC 16160.16%0.28%0.57%Q4 2019Q3 202316
ABSHER WEALTH MANAGEMENT, LLC 16160.05%1.05%2.15%Q4 2019Q3 202316
MAVERICK CAPITAL LTD 610.00%1.40%8.32%Q2 2016Q3 202316
Orion Portfolio Solutions, LLC 16160.06%0.13%0.24%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.03%0.04%0.07%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.01%0.01%Q4 2019Q3 202316
ICW Investment Advisors LLC 16160.45%0.62%0.86%Q4 2019Q3 202316
Adams Wealth Management 16160.19%0.38%0.81%Q4 2019Q3 202316
DELTA LLOYD NV 16160.05%0.39%0.82%Q2 2013Q1 201716
Virtu KCG Holdings LLC 16160.01%0.09%0.37%Q3 2013Q2 201716
Circle Wealth Management, LLC 16160.01%0.11%0.16%Q4 2019Q3 202316
Strategic Financial Services, Inc, 16160.04%0.08%0.16%Q4 2018Q3 202216
LIBERTY WEALTH MANAGEMENT LLC 1210.05%0.07%0.12%Q4 2018Q3 202316
Natixis Investment Managers International 1210.04%0.09%0.20%Q2 2014Q3 201816
Wealth Alliance 16160.39%0.52%1.10%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.04%0.31%1.04%Q2 2013Q1 201716
NEW YORK LIFE TRUST CO 16160.24%1.02%1.28%Q2 2013Q1 201716
Daiwa SB Investments Ltd. 1510.24%1.82%2.77%Q2 2013Q1 201816
Marcum Wealth, LLC 16160.14%0.18%0.23%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.04%0.12%0.28%Q4 2019Q3 202316
BREITER CAPITAL MANAGEMENT INC 1240.18%0.42%0.76%Q1 2018Q1 202216
Artisan Partners Limited Partnership 16160.10%0.15%0.20%Q4 2019Q3 202316
Hurlow Wealth Management Group, Inc. 1310.11%0.16%0.24%Q1 2019Q3 202316
Banque Cantonale Vaudoise 16160.17%2.84%5.17%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.03%0.08%0.13%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.13%0.17%0.25%Q4 2019Q3 202316
Baldwin Investment Management, LLC 1310.05%0.06%0.07%Q2 2018Q3 202316
All Terrain Financial Advisors, LLC 16160.09%0.14%0.20%Q4 2017Q3 202116
PBMares Wealth Management LLC 16160.35%0.65%1.48%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.08%0.15%0.27%Q4 2019Q3 202316
BRR OpCo, LLC 1410.08%0.36%0.46%Q2 2013Q3 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.06%0.12%0.18%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.19%0.27%0.39%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.02%0.02%0.04%Q4 2019Q3 202316
Charles Schwab Trust Co 16160.08%0.18%0.26%Q4 2019Q3 202316
ExodusPoint Capital Management, LP 820.00%0.06%0.20%Q4 2018Q2 202316
BSW Wealth Partners 1410.08%0.09%0.11%Q3 2017Q3 202316
Cambria Investment Management, L.P. 16160.06%0.13%0.22%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.03%0.06%0.12%Q4 2019Q3 202316
Vectors Research Management, LLC 16160.01%0.02%0.08%Q3 2018Q2 202216
A.R.T. Advisors, LLC 510.02%0.15%0.32%Q2 2013Q2 202016
SkyOak Wealth, LLC 16160.27%0.58%1.04%Q4 2019Q3 202316
SpiderRock Advisors, LLC 1010.01%0.10%0.27%Q1 2017Q3 202316
AdvisorShares Investments LLC 16160.01%0.06%0.31%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.07%0.21%0.31%Q4 2019Q3 202316
Sciencast Management LP 410.23%0.60%1.01%Q4 2015Q2 202216
J.W. COLE ADVISORS, INC. 16160.07%0.15%0.54%Q4 2019Q3 202316
GODSEY & GIBB, INC 420.03%0.05%0.09%Q2 2013Q3 202316
Tidal Investments LLC 1240.03%0.10%0.14%Q3 2019Q3 202316
Vestcor Inc 16160.06%0.21%0.45%Q4 2019Q3 202316
Candriam S.C.A. 16160.10%0.55%0.77%Q4 2014Q3 201816
Shepherd Financial Partners LLC 1330.04%0.39%0.66%Q4 2016Q3 202316
Surevest, LLC 16160.19%1.00%1.42%Q4 2018Q3 202216
Princeton Global Asset Management LLC 16160.02%0.38%0.54%Q4 2019Q3 202316
NORTHSTAR WEALTH PARTNERS LLC 15150.71%0.91%1.15%Q1 2017Q3 202015
Horizon Investment Services, LLC 1410.14%0.24%0.36%Q4 2019Q3 202315
BLACKROCK ADVISORS LLC 15150.24%0.41%0.71%Q2 2013Q4 201615
Advisor Group, Inc. 15150.15%0.28%0.46%Q2 2016Q4 201915
MATHER GROUP, LLC. 1410.01%0.02%0.03%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.11%0.13%0.16%Q1 2020Q3 202315
CVA Family Office, LLC 15150.07%0.17%0.24%Q1 2020Q3 202315
Powell Investment Advisors, LLC 1230.16%0.20%0.29%Q4 2019Q3 202315
CAZ INVESTMENTS LP 15150.70%1.49%2.45%Q2 2015Q4 201815
FIRST UNITED BANK & TRUST 830.10%0.14%0.20%Q1 2016Q3 202315
MSI Financial Services Inc 15150.25%0.44%0.74%Q2 2013Q4 201615
HIGH POINT BANK & TRUST CO 15150.61%0.73%0.84%Q2 2013Q4 201615
CWS Financial Advisors, LLC 870.36%0.51%1.21%Q4 2019Q3 202315
Capital Advisory Group Advisory Services, LLC 710.03%0.06%0.11%Q1 2018Q1 202215
HHM Wealth Advisors, LLC 15150.02%0.02%0.04%Q1 2020Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.02%0.04%0.06%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 1410.03%0.06%0.34%Q4 2019Q3 202315
Neuberger Berman Canada ULC 1050.10%1.70%2.72%Q4 2013Q3 201715
Beacon Pointe Advisors, LLC 15150.02%0.11%0.18%Q1 2020Q3 202315
MADDEN SECURITIES Corp 1410.22%0.33%0.93%Q4 2019Q3 202315
Citizens National Bank Trust Department 15151.71%2.09%3.08%Q1 2020Q3 202315
Tempus Wealth Planning, LLC 15150.26%0.46%0.72%Q4 2019Q2 202315
Antonetti Capital Management LLC 910.02%0.09%0.13%Q2 2010Q3 202315
Stolper Co 15150.66%0.72%0.88%Q1 2020Q3 202315
Founders Capital Management 1050.04%0.81%2.56%Q1 2017Q4 202315
Eudaimonia Partners, LLC 870.09%0.33%0.56%Q4 2019Q3 202315
MOODY LYNN & LIEBERSON, LLC 1010.02%0.08%0.18%Q1 2014Q1 201815
Souders Financial Advisors 15150.10%0.19%0.46%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.47%0.58%0.73%Q2 2013Q4 201615
Rosenberg Matthew Hamilton 15150.04%0.06%0.08%Q1 2020Q3 202315
Horst & Graben Wealth Management LLC 15150.11%0.13%0.21%Q1 2020Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.13%0.20%0.28%Q1 2020Q3 202315
Select Asset Management & Trust 1230.15%0.25%0.62%Q4 2015Q3 202315
Redpoint Investment Management Pty Ltd 15150.26%0.41%0.55%Q4 2017Q2 202115
J. L. Bainbridge & Co., Inc. 720.03%0.03%0.05%Q3 2018Q3 202315
MCIA Inc 1320.12%0.60%1.06%Q2 2017Q3 202315
ALGERT GLOBAL LLC 810.02%0.28%0.97%Q1 2019Q3 202315
TEXAS CAPITAL BANCSHARES INC/TX 810.21%0.38%0.60%Q2 2013Q4 201915
Van Cleef Asset Management,Inc 510.03%0.05%0.08%Q2 2014Q4 202215
Arlington Partners LLC 1010.00%0.10%1.20%Q1 2018Q3 202315
Breithorn Capital Management 1320.13%0.26%0.54%Q2 2013Q2 201715
MILES CAPITAL, INC. 1410.14%0.40%1.04%Q2 2013Q1 202015
One Capital Management, LLC 1050.06%0.10%0.15%Q1 2014Q3 202315
Gray Wealth Management Inc. 15150.15%0.18%0.24%Q1 2020Q3 202315
Berman Capital Advisors, LLC 15150.03%0.10%0.16%Q1 2018Q3 202115
Gladstone Institutional Advisory LLC 1140.05%0.07%0.12%Q2 2019Q3 202315
OFI Advisors LLC 1140.18%0.24%0.35%Q3 2011Q3 201515
Domani Wealth, LLC 1410.15%0.37%0.65%Q1 2015Q4 201815
Ashburton (Jersey) Ltd 15153.99%6.44%8.89%Q4 2015Q2 201915
Salomon & Ludwin, LLC 960.01%0.14%0.46%Q4 2018Q3 202315
Rampart Investment Management Company, LLC 15150.12%0.35%0.86%Q1 2017Q3 202015
Highstreet Asset Management Inc. 15150.03%0.16%0.50%Q2 2016Q4 201915
ROWLANDMILLER & PARTNERS.ADV 15150.05%0.09%0.14%Q4 2014Q2 201815
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.04%0.13%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
BRANDYWINE OAK PRIVATE WEALTH LLC 15150.02%0.04%0.06%Q4 2018Q2 202215
Old North State Trust, LLC 630.04%0.09%0.18%Q3 2018Q1 202315
Madison Asset Management, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Wagner Wealth Management, LLC 1140.01%0.17%0.58%Q4 2017Q3 202315
BlackRock Investment Management, LLC 15150.44%0.58%0.96%Q2 2013Q4 201615
WESTPORT RESOURCES MANAGEMENT INC 14140.05%0.08%0.17%Q2 2013Q3 201615
Ziegler Capital Management, LLC 15150.01%0.17%0.49%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.53%0.67%0.84%Q2 2013Q4 201615
BlackRock Group LTD 15150.47%0.53%0.63%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.43%0.51%0.62%Q2 2013Q4 201615
Stokes & Hubbell Capital Management, LLC 15150.67%1.83%3.02%Q3 2015Q1 201915
6 Meridian 1230.05%0.97%2.16%Q4 2017Q4 202115
Virtus Fund Advisers, LLC 15150.00%0.00%0.01%Q2 2014Q4 201715
Retirement Group, LLC 1410.01%0.04%0.06%Q4 2019Q3 202315
Grace Capital 15150.19%0.40%0.77%Q2 2018Q4 202115
Mascoma Wealth Management LLC 640.00%0.01%0.02%Q4 2016Q1 202315
St. James Investment Company, LLC 14144.71%6.81%9.02%Q4 2013Q1 201714
Rainier Group Investment Advisory LLC 820.09%0.19%0.34%Q4 2016Q3 202014
FIRST NATIONAL BANK SIOUX FALLS 14140.10%0.39%0.96%Q2 2013Q3 201614
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 860.01%0.12%0.28%Q2 2013Q3 202314
DEERE & CO 14140.55%0.66%0.85%Q2 2013Q3 201614
Gerstein Fisher 14140.10%0.31%1.06%Q2 2013Q3 201614
XPONANCE, INC. 14140.12%0.17%0.26%Q2 2020Q3 202314
Live Oak Private Wealth LLC 1130.10%0.27%0.49%Q4 2019Q3 202314
SIGMA INVESTMENT COUNSELORS INC 1010.02%0.03%0.04%Q4 2014Q3 202314
Foundry Partners, LLC 860.03%0.47%1.12%Q2 2015Q3 201914
Prudent Man Advisors, LLC 14140.54%0.69%1.18%Q2 2020Q3 202314
ASSET MANAGEMENT CORP /IL/ /ADV 14140.20%0.34%0.68%Q4 2019Q1 202314
ARGENT TRUST Co 14140.22%0.31%0.59%Q4 2014Q1 201814
Meristem Family Wealth, LLC 710.07%0.12%0.23%Q2 2013Q2 201914
MainStreet Investment Advisors LLC 540.02%0.16%0.56%Q4 2017Q3 202214
M. Kraus & Co 410.09%0.14%0.18%Q4 2013Q3 202314
West Coast Financial LLC 860.07%0.11%0.17%Q2 2013Q1 201814
Atlas Private Wealth Advisors 14140.31%0.40%0.56%Q2 2020Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.01%Q2 2013Q3 201614
Dai-ichi Life Holdings, Inc. 14140.43%0.66%0.97%Q2 2013Q3 201614
Trexquant Investment LP 410.08%0.34%0.76%Q3 2017Q3 202314
IEQ CAPITAL, LLC 1110.02%0.06%0.09%Q4 2019Q3 202314
Robertson Stephens Wealth Management, LLC 14140.01%0.04%0.08%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14140.70%1.08%2.16%Q1 2017Q2 202014
Jaffetilchin Investment Partners, LLC 1110.05%0.14%0.21%Q1 2017Q3 202314
Argentus Capital Management, LLC 14140.22%0.47%0.72%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.05%0.57%0.93%Q2 2013Q3 201614
Jackson Wealth Management, LLC 1310.03%0.67%1.12%Q4 2014Q4 201914
Bryn Mawr Capital Management, LLC 710.17%0.35%0.56%Q4 2016Q3 202314
Wealthstreet Investment Advisors, LLC 14140.57%0.71%0.93%Q4 2017Q1 202114
Ruane, Cunniff & Goldfarb 1310.00%0.04%0.07%Q2 2013Q1 201714
Ballast, Inc. 820.10%0.14%0.21%Q4 2017Q3 202314
Parametric Risk Advisors LLC 14140.26%0.35%0.42%Q2 2013Q3 201614
Capital Directions Investment Advisors, LLC 710.00%0.06%0.20%Q2 2018Q4 202214
Penserra Capital Management LLC 710.00%0.02%0.08%Q2 2016Q3 202314
Qtron Investments LLC 14140.10%0.18%0.28%Q2 2020Q3 202314
First Capital Advisors Group, LLC. 950.16%0.25%0.34%Q4 2016Q2 202314
INVESTMENT PARTNERS, LTD. 1210.13%0.21%0.27%Q4 2015Q3 202214
Tredje AP-fonden 14140.28%0.55%0.78%Q2 2015Q3 201814
Parasol Investment Management, LLC 14140.01%0.42%0.62%Q4 2013Q1 201714
Well Done, LLC 1210.01%0.07%0.09%Q1 2018Q3 202314
BANK OF NOVA SCOTIA TRUST CO 1310.01%0.33%0.54%Q2 2013Q3 201714
EVOKE WEALTH, LLC 1310.00%0.01%0.06%Q3 2019Q3 202314
Trek Financial, LLC 1210.03%0.05%0.08%Q1 2019Q3 202314
Rench Wealth Management, Inc. 1010.12%0.18%0.20%Q4 2013Q4 201914
Wealth Quarterback LLC 610.24%0.38%0.55%Q1 1987Q3 202314
CapWealth Advisors, LLC 14140.01%0.04%0.10%Q2 2013Q3 201614
Kathmere Capital Management, LLC 1310.06%0.08%0.14%Q4 2019Q3 202314
Cognios Capital, LLC 1310.14%1.97%3.74%Q1 2015Q4 201814
Rock Creek Group, LP 14140.01%0.05%0.16%Q2 2020Q3 202314
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.05%0.10%0.14%Q1 2018Q3 202214
BlueCrest Capital Management Ltd 510.01%0.06%0.22%Q4 2014Q3 202314
LUCAS CAPITAL MANAGEMENT 14140.07%0.13%0.23%Q1 2013Q2 201614
Yellowstone Partners, LLC 1220.13%0.26%0.38%Q4 2013Q4 201714
Karp Capital Management Corp 1210.00%0.64%1.00%Q4 2014Q3 202214
Schooner Investment Group, LLC. 14140.20%0.67%1.19%Q2 2013Q3 201614
TRILOGY GLOBAL ADVISORS LP 14140.05%1.10%2.04%Q2 2013Q3 201614
AlphaCrest Capital Management LLC 630.05%0.22%0.87%Q4 2018Q3 202214
DAVIDSON TRUST CO 1310.20%0.23%0.30%Q4 2019Q3 202314
M&G INVESTMENT MANAGEMENT LTD 14140.00%0.00%0.01%Q4 2019Q1 202314
MOUNT VERNON ASSOCIATES INC /MD/ 860.24%0.47%0.67%Q2 2013Q4 201714
O'Shares Investment Advisers, LLC 14140.44%1.08%1.88%Q4 2018Q1 202214
Continuum Advisory, LLC 1040.09%0.31%0.82%Q1 2017Q3 202314
Ruggie Capital Group 1010.00%0.02%0.03%Q4 2014Q4 201814
Platform Technology Partners 1040.10%0.14%0.24%Q1 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.05%0.17%0.38%Q4 2018Q1 202214
TBH Global Asset Management, LLC 1220.08%0.20%0.55%Q4 2019Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.03%0.05%0.06%Q2 2017Q3 202014
Sentry Investments Corp. 1110.00%0.53%0.94%Q2 2013Q1 201814
Zions Bancorporation 1110.03%0.13%0.50%Q1 2015Q3 201813
HBK INVESTMENTS L P 610.00%0.06%0.25%Q1 2014Q2 202113
BRANDES INVESTMENT PARTNERS, LP 13130.01%0.10%0.26%Q2 2014Q2 201713
SYMPHONY ASSET MANAGEMENT LLC 510.06%0.18%0.39%Q2 2013Q4 201813
FIRST NIAGARA BANK 13131.15%1.43%1.97%Q2 2013Q2 201613
BAINCO INTERNATIONAL INVESTORS 910.00%0.13%0.63%Q1 2013Q4 202013
FIRSTMERIT BANK N A TRUSTEE 13130.18%0.20%0.23%Q2 2013Q2 201613
KANALY TRUST CO 13130.28%0.53%0.63%Q4 2013Q4 201613
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 810.02%0.02%0.03%Q4 2015Q2 202113
BANCED CORP 1010.48%0.62%0.84%Q2 2013Q4 201713
Truehand, Inc 13130.68%0.78%0.96%Q4 2018Q4 202113
STEWART WEST INDIES TRADING CO., LTD 13130.23%0.28%0.32%Q2 2013Q2 201613
TIEDEMANN TRUST CO 13130.04%0.06%0.21%Q2 2013Q2 201613
First National Bank of Hutchinson 710.10%0.13%0.17%Q2 2013Q2 202113
Marshall Wace North America L.P. 610.01%0.33%0.85%Q4 2013Q1 202113
GLG LLC 940.38%0.56%0.72%Q1 2014Q4 201713
Phocas Financial Corp. 940.02%0.02%0.03%Q2 2013Q3 201613
Financial Sense Advisors, Inc. 910.13%1.39%3.37%Q2 2013Q3 201813
Rafferty Asset Management, LLC 610.00%0.03%0.07%Q3 2014Q3 202313
WBI INVESTMENTS, LLC 910.04%0.54%1.10%Q3 2018Q2 202313
Investors Capital Advisory Services 13130.19%0.28%0.44%Q2 2013Q2 201613
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.01%0.03%Q2 2017Q3 202313
Quantitative Investment Management, LLC 210.20%0.50%0.99%Q3 2013Q1 202313
VSR Financial Services, Inc. 13130.06%0.10%0.15%Q2 2013Q2 201613
Roundview Capital LLC 620.03%0.25%0.82%Q4 2013Q3 202313
Stillwater Investment Management, LLC 1030.10%0.16%0.21%Q4 2013Q1 201813
Counsel Portfolio Services Inc. 13130.02%0.08%0.21%Q2 2013Q2 201613
iAB Financial Bank 1030.14%0.28%0.62%Q2 2013Q2 201713
FOX RUN MANAGEMENT, L.L.C. 510.08%0.30%1.15%Q2 2016Q3 202313
Angeles Investment Advisors, LLC 1030.02%0.03%0.07%Q3 2019Q3 202313
Illinois Municipal Retirement Fund 13130.15%0.35%0.69%Q3 2020Q3 202313
Airain ltd 610.06%0.85%1.94%Q2 2013Q2 201713
Addenda Capital Inc. 13130.02%0.07%0.11%Q3 2013Q3 201613
Advocacy Wealth Management Services, LLC 720.00%0.03%0.22%Q2 2013Q1 202213
Risk Paradigm Group, LLC 13130.05%0.17%0.29%Q1 2015Q1 201813
Advisory Alpha, LLC 13130.02%0.06%0.12%Q4 2018Q4 202113
Willingdon Wealth Management 13130.08%0.18%0.29%Q1 2017Q1 202013
Fort Point Capital Partners LLC 510.03%0.33%1.30%Q1 2014Q3 202213
Riverview Trust Co 760.02%0.06%0.11%Q4 2018Q3 202313
Crossvault Capital Management LLC 13130.14%0.23%0.34%Q4 2018Q4 202113
FCF Advisors LLC 1120.64%0.94%1.39%Q4 2014Q3 202313
RiverGlades Family Offices LLC 940.20%0.32%0.45%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.07%0.09%0.11%Q3 2020Q3 202313
Westbourne Investment Advisors, Inc. 810.11%0.52%1.00%Q2 2016Q3 202313
Quadrature Capital Ltd 310.00%0.27%2.04%Q2 2016Q3 202313
McQueen, Ball & Associates Inc. 13130.13%0.19%0.26%Q4 2015Q4 201813
NN Investment Partners Holdings N.V. 13130.02%0.45%1.07%Q1 2016Q1 201913
Transform Wealth, LLC 13130.04%0.06%0.08%Q2 2019Q2 202213
Guidant Wealth Advisors 13130.02%0.04%0.08%Q3 2016Q3 201913
HARVEST GROUP WEALTH MANAGEMENT, LLC 13130.32%0.50%0.79%Q4 2017Q4 202013
Perennial Advisors, LLC 910.01%0.02%0.03%Q4 2016Q2 202113
PagnatoKarp Partners LLC 850.11%0.17%0.24%Q4 2016Q1 202013
Donoghue Forlines LLC 620.08%0.81%1.77%Q2 2017Q3 202213
Stratos Investment Management, LLC 13130.04%0.06%0.09%Q3 2020Q3 202313
LAKE STREET ADVISORS GROUP, LLC 720.02%0.04%0.10%Q4 2017Q2 202113
Tower View Wealth Management LLC 940.01%0.04%0.07%Q4 2017Q3 202313
Gryphon Financial Partners LLC 610.04%0.07%0.20%Q4 2017Q2 202313
Providence Capital Advisors, LLC 1120.01%0.03%0.11%Q2 2018Q3 202313
ISLAY CAPITAL MANAGEMENT, LLC 1210.01%0.05%0.11%Q4 2019Q2 202313
Financial Gravity Asset Management, Inc. 510.00%0.01%0.06%Q1 2018Q2 202313
MinichMacGregor Wealth Management, LLC 13130.01%0.08%0.33%Q4 2015Q4 201813
Next Capital Management LLC 720.02%0.30%0.63%Q4 2018Q3 202313
Selective Wealth Management, Inc. 13130.01%0.03%0.08%Q3 2019Q3 202213
Bell Rock Capital LLC 13130.01%0.04%0.06%Q4 2016Q4 201913
Apollon Wealth Management, LLC 1210.05%0.21%0.43%Q2 2020Q3 202313
Enterprise Trust & Investment Co 13130.57%1.25%1.93%Q2 2019Q2 202213
Leelyn Smith, LLC 13130.02%0.05%0.09%Q4 2019Q4 202213
Tranquility Partners, LLC 13130.12%0.14%0.17%Q3 2020Q3 202313
Graypoint LLC 13130.06%0.09%0.15%Q3 2020Q3 202313
Americana Partners, LLC 940.06%0.14%0.37%Q4 2019Q3 202313
First Citizens Financial Corp 910.15%0.20%0.31%Q4 2019Q3 202313
Laidlaw Wealth Management LLC 850.12%0.19%0.33%Q4 2019Q3 202313
Key FInancial Inc 1210.02%0.06%0.12%Q1 2020Q3 202313
Elevated Capital Advisors, LLC 510.37%0.49%0.64%Q1 2019Q3 202313
WEALTH ADVISORS, INC. 13130.08%0.11%0.16%Q3 2020Q3 202313
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1210.04%0.11%0.22%Q1 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.26%0.33%0.40%Q3 2020Q3 202313
BNC WEALTH MANAGEMENT, LLC 13130.15%0.18%0.26%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.07%0.12%0.23%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.08%0.10%0.12%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.09%0.17%0.24%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.15%0.91%1.11%Q3 2020Q3 202313
McLean Asset Management Corp 13130.10%0.14%0.23%Q4 2020Q4 202313
Newbridge Financial Services Group, Inc. 13130.01%0.04%0.09%Q3 2020Q3 202313
GENERAL ELECTRIC CO 13130.02%0.04%0.08%Q2 2013Q2 201613
MANNING & NAPIER ADVISORS LLC 13130.01%0.07%0.13%Q2 2013Q2 201613
ROWLAND CARMICHAEL ADVISORS INC /ADV 13130.21%0.38%0.49%Q1 2016Q1 201913
Aristotle Capital Management, LLC 1210.00%0.03%0.15%Q2 2013Q1 201813
CAMPBELL NEWMAN ASSET MANAGEMENT INC 13130.03%0.09%0.13%Q2 2016Q2 201913
ARVEST TRUST CO N A 850.03%0.03%0.04%Q2 2013Q3 202313
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 730.05%0.11%0.39%Q2 2013Q2 201813
Beacon Capital Management, Inc. 1110.00%0.01%0.03%Q1 2014Q1 201712
CSat Investment Advisory, L.P. 12120.00%0.03%0.08%Q2 2018Q1 202112
Ironwood Investment Counsel, LLC 440.05%0.07%0.09%Q1 2017Q3 202312
MCDONALD PARTNERS LLC 12120.23%0.33%0.93%Q4 2020Q3 202312
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12120.23%0.27%0.34%Q4 2017Q3 202012
TD Securities (USA) LLC 12120.28%0.68%0.96%Q2 2013Q1 201612
Mirador Capital Partners LP 12120.14%0.23%0.36%Q1 2016Q4 201812
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 12120.14%1.28%3.53%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.48%0.73%1.10%Q4 2020Q3 202312
NATIONAL PENN INVESTORS TRUST CO /PA 12120.09%0.11%0.12%Q2 2013Q1 201612
Foster Group, Inc. 12120.06%0.09%0.16%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
ELEMENT CAPITAL MANAGEMENT LLC 510.17%0.70%1.44%Q2 2015Q3 202312
Signature Wealth Management Partners, LLC 12120.88%1.08%1.32%Q4 2020Q3 202312
COMMUNITY TRUST & INVESTMENT CO 1110.04%0.20%0.28%Q1 2014Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.17%0.23%0.29%Q4 2020Q3 202312
Private Portfolio Partners LLC 930.06%0.11%0.25%Q4 2018Q3 202312
TWIN FOCUS CAPITAL PARTNERS, LLC 910.04%0.21%0.31%Q2 2014Q2 202312
HARBER ASSET MANAGEMENT LLC 12122.82%4.94%6.64%Q4 2020Q3 202312
Southland Equity Partners LLC 12120.11%0.13%0.14%Q4 2020Q3 202312
Godshalk Welsh Capital Management, Inc. 12120.33%0.38%0.42%Q4 2014Q3 201712
Weiss Multi-Strategy Advisers LLC 410.01%0.09%0.36%Q3 2013Q3 202312
Galvin, Gaustad & Stein, LLC 12120.05%1.05%1.83%Q4 2020Q3 202312
Long Road Investment Counsel, LLC 520.13%0.15%0.18%Q1 2019Q3 202212
Octavia Wealth Advisors, LLC 12120.50%0.60%0.70%Q4 2020Q3 202312
Atom Investors LP 820.03%0.15%0.44%Q1 2019Q3 202312
Edgestream Partners, L.P. 510.02%0.45%1.30%Q1 2018Q3 202312
TruWealth Advisors, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
West Branch Capital LLC 1010.03%0.17%1.42%Q1 2018Q3 202312
Johnson Midwest Financial, LLC 12120.02%0.05%0.14%Q4 2020Q3 202312
ATLAS CAPITAL ADVISORS LLC 1110.00%0.01%0.08%Q2 2019Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.34%0.44%0.57%Q4 2020Q3 202312
AHL Partners LLP 530.01%0.12%0.34%Q3 2014Q4 201712
Mayfair Advisory Group, LLC 12120.38%0.47%0.55%Q4 2020Q3 202312
Veritas Investment Partners (UK) Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 12120.61%0.75%0.95%Q2 2013Q1 201612
S.A. Mason LLC 910.04%0.06%0.08%Q4 2019Q3 202312
MEMBERS CAPITAL ADVISORS INC 1110.59%0.96%1.32%Q4 2019Q1 202312
Venture Visionary Partners LLC 12120.16%0.25%0.29%Q4 2020Q3 202312
Newton One Investments LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Onyx Bridge Wealth Group LLC 12120.13%0.20%0.37%Q4 2020Q3 202312
GAM SYSTEMATIC LLP 12120.29%0.49%0.92%Q4 2014Q3 201712
1900 WEALTH MANAGEMENT LLC 12120.04%0.07%0.08%Q4 2020Q3 202312
Premier Fund Managers Ltd 12120.17%0.47%0.90%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.05%0.06%0.08%Q4 2020Q3 202312
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 840.20%0.31%0.41%Q4 2014Q3 201812
Kinloch Capital, LLC 12121.23%1.75%2.22%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.45%0.53%0.69%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.73%0.84%1.04%Q2 2013Q1 201612
Tradition Wealth Management, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
SPECTRUM ADVISORY SERVICES INC 12120.12%0.15%0.18%Q2 2013Q1 201612
AGRAN LIBBIE 1110.05%0.07%0.09%Q3 2013Q1 201712
Vantage Consulting Group Inc 12120.02%0.15%0.24%Q4 2020Q3 202312
COMERICA SECURITIES INC 840.11%0.30%0.68%Q4 2015Q4 201812
SANTA BARBARA ASSET MANAGEMENT, LLC 841.74%2.37%3.04%Q2 2013Q1 201912
Bluesphere Advisors, LLC 12121.12%1.31%1.64%Q4 2020Q3 202312
Cascade Investment Advisors, Inc. 710.00%0.01%0.02%Q2 2016Q4 202112
Accretive Wealth Partners, LLC 12120.70%0.75%0.87%Q4 2020Q3 202312
Compton Financial Group, LLC 12120.17%0.27%0.32%Q4 2020Q3 202312
Clarus Group, Inc. 12120.28%0.36%0.44%Q4 2020Q3 202312
Disciplined Investments, LLC 1020.00%0.00%0.00%Q1 2020Q2 202312
Weather Gauge Advisory, LLC 12121.94%2.11%2.36%Q4 2018Q3 202112
ShoreHaven Wealth Partners, LLC 12120.12%0.14%0.17%Q4 2020Q3 202312
Financial Planning & Information Services, Inc. 12120.04%0.06%0.08%Q4 2020Q3 202312
Cohen Investment Advisors LLC 12120.36%0.42%0.48%Q4 2020Q3 202312
THORNBURG INVESTMENT MANAGEMENT INC 12120.00%0.27%0.50%Q2 2013Q1 201612
OKABENA INVESTMENT SERVICES INC 12120.02%0.88%1.50%Q4 2019Q3 202212
CoreFirst Bank & Trust 12120.45%0.67%0.83%Q4 2020Q3 202312
Lehman Financial Resources, Inc. 12121.40%1.71%2.03%Q4 2013Q3 201612
Vontobel Holding Ltd. 12120.01%0.02%0.03%Q4 2020Q3 202312
Live Your Vision, LLC 1110.02%0.04%0.04%Q3 2015Q1 201912
Landsberg, Bennett, & Dubbaneh LLC 12120.06%0.11%0.17%Q4 2018Q3 202112
Golden State Wealth Management, LLC 930.04%0.07%0.09%Q1 2019Q1 202212
ADE, LLC 12120.25%0.29%0.37%Q4 2020Q3 202312
DOCK STREET ASSET MANAGEMENT INC 710.11%0.14%0.23%Q2 2013Q4 201712
NORTHWEST WEALTH MANAGEMENT, LLC 610.09%0.17%0.27%Q1 2017Q2 202212
Joseph P. Lucia & Associates, LLC 620.01%0.02%0.02%Q1 2019Q2 202212
Citadel Investment Advisory, Inc. 12122.27%2.54%2.81%Q4 2020Q3 202312
Veracity Capital LLC 12120.13%0.32%0.56%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.09%0.14%0.22%Q4 2020Q3 202312
Salvus Wealth Management, LLC 12120.31%0.37%0.62%Q4 2020Q3 202312
LMR Partners LLP 310.00%0.15%0.47%Q1 2014Q2 202112
SAX WEALTH ADVISORS, LLC 12120.07%0.13%0.17%Q4 2020Q3 202312
DREMAN VALUE MANAGEMENT, L L C 810.01%0.03%0.11%Q4 2013Q1 201812
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.31%0.46%0.59%Q4 2020Q3 202312
Tacita Capital Inc 12120.03%0.04%0.06%Q4 2020Q3 202312
Klingman & Associates, LLC 1020.02%0.07%0.09%Q4 2014Q3 202312
Ohio National Investments, Inc. 12120.47%0.60%0.79%Q2 2013Q1 201612
EMERSON INVESTMENT MANAGEMENT, LLC 12120.07%0.09%0.10%Q2 2013Q1 201612
Wealth Dimensions Group, Ltd. 12120.18%0.24%0.32%Q4 2020Q3 202312
Kowal Investment Group, LLC 12120.29%0.34%0.39%Q4 2020Q3 202312
Achmea Investment Management B.V. 610.01%0.11%0.59%Q1 2017Q2 202312
GLG Partners LP 1110.04%0.41%1.08%Q2 2013Q4 201712
F&V Capital Management, LLC 12120.14%0.21%0.31%Q2 2013Q1 201612
RiverFront Investment Group, LLC 930.01%0.69%1.11%Q4 2008Q2 202112
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.09%0.17%0.24%Q4 2018Q3 202112
PartnerRe Asset Management CORP 12120.38%0.50%0.66%Q2 2013Q1 201612
HHG & Company, LLC 12120.30%0.37%0.43%Q2 2013Q1 201612
SOA Wealth Advisors, LLC. 12120.02%0.02%0.02%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 12120.00%0.17%0.36%Q4 2018Q3 202112
Renasant Bank 12120.36%0.51%0.67%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.10%0.15%0.24%Q2 2013Q1 201612
Alliance Wealth Advisors, LLC 12120.70%0.82%0.92%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.57%0.70%0.91%Q4 2020Q3 202312
Merriman Wealth Management, LLC 660.02%0.08%0.16%Q3 2017Q2 202212
FRONTIER INVESTMENT MGMT CO 930.02%0.02%0.03%Q2 2017Q2 202012
Mayflower Financial Advisors, LLC 12120.06%0.13%0.20%Q4 2020Q3 202312
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1110.08%0.23%0.32%Q2 2018Q3 202312
RUSSELL FRANK CO/ 12120.31%0.43%0.50%Q2 2013Q1 201612
Towercrest Capital Management 12120.05%0.06%0.07%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.10%0.13%0.17%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.12%0.25%0.54%Q4 2020Q3 202312
GERMAN AMERICAN BANCORP, INC. 12120.04%0.05%0.06%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
180 WEALTH ADVISORS, LLC 1110.05%0.30%0.90%Q4 2017Q2 202112
Dash Acquisitions Inc. 12125.95%6.91%8.57%Q4 2020Q3 202312
OSSIAM 630.01%0.16%1.06%Q4 2018Q3 202312
Concord Wealth Partners 740.03%0.05%0.09%Q4 2020Q3 202311
MBA Advisors LLC 11110.26%0.30%0.39%Q1 2021Q3 202311
IAM Advisory, LLC 920.12%0.17%0.24%Q4 2020Q3 202311
RMR Wealth Builders 610.04%0.13%0.35%Q4 2019Q3 202311
Blue Chip Wealth Management, Inc. 11110.23%0.36%0.68%Q1 2018Q3 202011
CMG Global Holdings, LLC 11110.34%0.42%0.50%Q1 2021Q3 202311
Magnetar Financial LLC 210.01%0.02%0.04%Q4 2014Q1 202311
Hoese & Co LLP 11110.05%0.05%0.06%Q2 2021Q4 202311
Financial Engines Advisors L.L.C. 620.00%0.00%0.00%Q2 2017Q2 202311
Eagle Bay Advisors LLC 10100.03%0.22%0.31%Q2 2021Q3 202311
Gilman Hill Asset Management, LLC 11110.07%0.09%0.16%Q1 2021Q3 202311
New England Investment & Retirement Group, Inc. 810.01%1.39%2.33%Q2 2013Q1 202011
CSM Advisors, LLC 11110.62%0.82%1.48%Q1 2021Q3 202311
Taylor, Cottrill LLC 11110.33%0.39%0.47%Q2 2013Q4 201511
ATHERTON LANE ADVISERS, LLC 11110.04%0.05%0.08%Q2 2013Q4 201511
State of Wyoming 11110.00%0.09%0.20%Q1 2021Q3 202311
Strategic Investment Advisors / MI 11110.22%0.33%0.47%Q4 2018Q2 202111
Insight Advisors, LLC/ PA 11110.06%0.07%0.10%Q1 2021Q3 202311
SOLARIS ASSET MANAGEMENT LLC 610.00%0.10%0.48%Q2 2013Q2 201711
Northstar Advisory Group, LLC 830.22%0.27%0.31%Q4 2020Q3 202311
NumerixS Investment Technologies Inc 410.06%0.38%1.25%Q4 2014Q4 201911
Clearview Wealth Advisors LLC 11110.02%0.05%0.09%Q4 2020Q2 202311
PICTET BANK & TRUST Ltd 410.07%0.25%1.30%Q4 2013Q2 202011
TRUEWEALTH LLC 11110.07%0.12%0.18%Q4 2017Q2 202011
Hedeker Wealth, LLC 11110.03%0.52%0.83%Q4 2014Q2 201711
Tranquilli Financial Advisor LLC 11110.16%0.32%0.56%Q1 2021Q3 202311
CERTUITY, LLC 11110.05%0.07%0.09%Q1 2021Q3 202311
Lloyd Advisory Services, LLC. 1010.13%0.19%0.40%Q4 2019Q3 202311
ERn Financial, LLC 11110.10%0.11%0.15%Q1 2021Q3 202311
Spire Wealth Management 11110.06%0.07%0.09%Q1 2021Q3 202311
Catamount Wealth Management 1010.00%0.01%0.05%Q4 2014Q1 201911
Range Financial Group LLC 11110.83%0.98%1.11%Q1 2021Q3 202311
Hoover Financial Advisors, Inc. 11110.05%0.14%0.30%Q4 2018Q2 202111
COWEN INC. 410.00%0.01%0.04%Q1 2013Q3 201811
PFG Advisors 11110.02%0.04%0.08%Q1 2021Q3 202311
BOK Financial Private Wealth, Inc. 510.00%0.02%0.05%Q2 2013Q3 202311
Assured Investment Management LLC 710.00%0.06%0.19%Q2 2015Q1 201911
Canton Hathaway, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
Legg Mason Asset Management (Japan) Co., Ltd. 650.62%1.27%1.94%Q1 2019Q4 202111
Altshuler Shaham Ltd 710.00%0.02%0.24%Q1 2018Q3 202311
Dynamic Technology Lab Private Ltd 210.04%0.22%0.53%Q2 2015Q3 202111
ASPIRIANT HOLDINGS S3, LLC 11110.12%0.32%0.48%Q2 2013Q4 201511
ISTHMUS PARTNERS, LLC 910.01%0.03%0.22%Q3 2016Q2 202111
Cornerstone Advisors, LLC 1010.41%0.72%0.93%Q2 2020Q3 202311
Piscataqua Savings Bank 11110.07%0.09%0.11%Q1 2021Q3 202311
RENAISSANCE GROUP LLC 11110.03%0.04%0.05%Q2 2013Q4 201511
EPG Wealth Management LLC 620.06%0.09%0.12%Q4 2019Q2 202311
Squar Milner Financial Services LLC 11110.14%0.23%0.39%Q4 2017Q2 202011
C WorldWide Group Holding A/S 740.00%2.72%5.79%Q3 2014Q2 201811
SkyView Investment Advisors, LLC 11110.10%0.13%0.17%Q4 2020Q2 202311
Howard Capital Management Group, LLC 11110.22%0.28%0.34%Q1 2021Q3 202311
Berger Financial Group, Inc 11110.04%0.04%0.05%Q1 2021Q3 202311
Alyeska Investment Group, L.P. 410.01%0.39%1.20%Q3 2013Q3 202111
Latitude Advisors, LLC 11110.15%0.30%0.50%Q1 2021Q3 202311
JD CAPITAL MANAGEMENT LLC 410.03%0.47%1.76%Q1 2014Q1 201711
Nachman Norwood & Parrott, Inc 11110.05%0.08%0.13%Q4 2018Q2 202111
Bayesian Capital Management, LP 410.06%0.23%0.67%Q1 2019Q2 202311
First Trust Direct Indexing L.P. 1010.03%0.09%0.13%Q4 2020Q3 202311
MACRO Consulting Group 11111.00%1.18%1.48%Q4 2018Q2 202111
Financial Advantage, Inc. 830.01%0.03%0.09%Q2 2013Q3 202211
GIOVINE CAPITAL GROUP LLC 11111.03%1.41%2.04%Q2 2013Q4 201511
Stelac Advisory Services LLC 920.04%0.17%0.27%Q1 2018Q2 202311
Kimelman & Baird, LLC 910.03%0.05%0.08%Q2 2015Q2 202111
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.28%0.46%0.87%Q2 2013Q4 201511
GPS Wealth Strategies Group, LLC 830.10%0.13%0.17%Q4 2020Q3 202311
SHUFRO ROSE & CO LLC 410.01%0.03%0.06%Q3 2012Q4 201911
Maryland State Retirement & Pension System 740.24%0.32%0.39%Q4 2020Q3 202311
Ameritas Investment Company, LLC 11110.05%0.10%0.18%Q1 2019Q3 202111
44 WEALTH MANAGEMENT LLC 11110.34%0.40%0.50%Q4 2020Q2 202311
Pinkerton Retirement Specialists, LLC 610.00%0.02%0.08%Q2 2015Q3 201811
Caption Management, LLC 310.04%0.27%0.58%Q4 2017Q3 202311
Euclid Advisors LLC 910.09%0.60%0.92%Q2 2013Q2 201611
Pinnacle Summer Investments, Inc. 11110.01%0.01%0.04%Q2 2013Q4 201511
SADOFF INVESTMENT MANAGEMENT LLC 920.04%0.06%0.08%Q2 2013Q3 201711
Accel Wealth Management 11110.04%0.06%0.11%Q4 2020Q2 202311
LFA - Lugano Financial Advisors SA 510.01%0.13%0.18%Q2 2018Q3 202311
Ridgewood Investments LLC 11110.12%0.21%0.31%Q1 2021Q3 202311
Teza Capital Management LLC 310.04%0.62%1.56%Q4 2019Q3 202311
Addison Advisors LLC 1010.10%0.12%0.14%Q4 2020Q3 202311
CURIAN CAPITAL LLC 11110.08%0.23%0.49%Q2 2013Q4 201511
Hennion & Walsh Asset Management, Inc. 11110.03%0.07%0.13%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.07%0.11%0.15%Q1 2014Q1 201711
Gideon Capital Advisors, Inc. 510.16%0.54%1.31%Q2 2014Q4 201911
FORA Capital, LLC 410.05%0.27%0.45%Q4 2019Q3 202311
Point72 Middle East FZE 440.01%0.19%0.83%Q4 2022Q3 202311
YCG, LLC 11110.01%0.03%0.07%Q2 2013Q4 201511
Rede Wealth, LLC 11110.10%0.13%0.14%Q4 2020Q2 202311
LANDAAS & CO /WI /ADV 510.08%0.11%0.13%Q3 2017Q2 202311
GYL FINANCIAL SYNERGIES, LLC 610.11%0.48%1.65%Q4 2018Q3 202311
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 11110.02%0.04%0.06%Q1 2021Q3 202311
Aristotle Atlantic Partners, LLC 920.03%0.07%0.16%Q4 2017Q4 202011
FARR MILLER & WASHINGTON LLC/DC 610.02%0.03%0.04%Q2 2013Q2 202111
Cerebellum GP, LLC 920.09%0.24%0.31%Q4 2017Q3 202011
Westshore Wealth, LLC 1010.21%0.34%0.46%Q4 2019Q2 202311
Westend Capital Management, LLC 910.14%0.40%0.65%Q2 2013Q3 201611
MONTAG & CALDWELL, LLC 830.01%0.68%2.96%Q2 2013Q2 201811
STRATTON MANAGEMENT CO 11110.10%0.16%0.34%Q2 2013Q4 201511
DCM Advisors, LLC 11110.34%0.70%1.00%Q1 2021Q3 202311
Allegheny Financial Group LTD 1010.36%0.45%0.51%Q4 2020Q3 202311
Colonial River Wealth Management, LLC 830.32%0.66%1.06%Q4 2020Q3 202311
DENVER INVESTMENT ADVISORS LLC 11110.01%0.01%0.02%Q1 2015Q3 201711
TANDEM CAPITAL MANAGEMENT CORP /ADV 11110.76%1.06%1.39%Q1 2021Q3 202311
Douglas C. Lane & Associates, Inc. 11110.02%0.03%0.04%Q2 2013Q4 201511
FOUNDERS FINANCIAL SECURITIES LLC 510.03%0.05%0.06%Q2 2020Q3 202311
Bell Bank 11110.18%0.51%0.72%Q2 2013Q4 201511
CANANDAIGUA NATIONAL CORP 11110.14%0.15%0.17%Q2 2020Q4 202211
KB FINANCIAL PARTNERS, LLC 820.01%0.01%0.02%Q1 2021Q3 202310
Synergy Asset Management, LLC 710.18%0.65%1.00%Q4 2020Q3 202310
FORT PITT CAPITAL GROUP INC 10100.09%0.11%0.14%Q2 2013Q3 201510
VALLEY FORGE ASSET MANAGEMENT, LLC 910.04%0.10%0.20%Q2 2013Q4 201510
THOMAS WHITE INTERNATIONAL LTD 10100.07%0.94%3.12%Q2 2013Q3 201510
Evolution Wealth Advisors, LLC 10100.00%0.01%0.02%Q2 2019Q3 202110
ALESCO ADVISORS LLC 10100.01%0.02%0.03%Q1 2016Q2 201810
Hefty Wealth Partners 10100.01%0.01%0.01%Q4 2015Q1 201810
Allegis Investment Advisors, LLC 10100.43%0.63%0.76%Q4 2015Q1 201810
McClarren Financial Advisors, Inc. 520.01%0.04%0.11%Q4 2020Q3 202310
Ironsides Asset Advisors, LLC 820.93%1.07%1.16%Q2 2014Q4 201610
Xact Kapitalforvaltning AB 10100.17%0.34%0.44%Q3 2016Q4 201810
Members Trust Co 550.01%0.01%0.02%Q1 2017Q3 202110
HRT FINANCIAL LP 210.01%0.27%0.91%Q2 2016Q2 202310
Lumature Wealth Partners, LLC 10100.01%0.02%0.02%Q1 2021Q2 202310
CIDEL ASSET MANAGEMENT INC 510.01%0.01%0.02%Q4 2015Q4 202210
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 710.11%0.41%0.78%Q1 2019Q3 202210
INTEGRATED WEALTH COUNSEL, LLC 420.05%0.11%0.34%Q2 2013Q4 201610
Southeast Asset Advisors Inc. 10100.08%0.13%0.29%Q3 2013Q4 201510
Carolina Wealth Advisors, LLC 810.00%0.45%0.78%Q4 2019Q3 202310
MARIETTA INVESTMENT PARTNERS LLC 10100.20%0.23%0.30%Q2 2013Q3 201510
Intrua Financial, LLC 910.07%0.13%0.17%Q2 2020Q1 202310
Front Street Capital Management, Inc. 10100.08%0.13%0.16%Q2 2016Q3 201810
BRAUN STACEY ASSOCIATES INC 710.02%0.26%0.71%Q2 2013Q3 202210
COBIZ WEALTH, LLC 910.04%0.05%0.05%Q2 2013Q4 201710
AMERICAN FINANCIAL GROUP INC 10100.04%0.05%0.06%Q2 2013Q3 201510
L2 Asset Management, LLC 10100.15%0.81%2.30%Q2 2021Q3 202310
TCW GROUP INC 10100.01%0.03%0.06%Q2 2014Q3 201610
Financial Advisors Network, Inc. 510.06%0.52%1.02%Q4 2016Q3 202310
DT Investment Partners, LLC 710.02%0.03%0.08%Q3 2014Q3 202310
MCKINLEY CAPITAL MANAGEMENT LLC 510.01%0.75%1.58%Q4 2013Q4 202210
TORRAY INVESTMENT PARTNERS LLC 10100.09%0.14%0.20%Q2 2016Q3 201810
MSF Capital, LLC 10100.14%0.16%0.28%Q2 2013Q3 201510
Commonwealth Financial Services, LLC 10100.02%0.04%0.09%Q4 2014Q1 201710
CORNERSTONE ADVISORS INC 310.00%0.37%0.90%Q2 2013Q4 202110
PSI Advisors, LLC 910.01%0.02%0.06%Q4 2019Q3 202310
Summit Financial, LLC 10100.04%0.05%0.06%Q2 2021Q3 202310
Mount Yale Investment Advisors, LLC 430.01%0.06%0.17%Q1 2018Q3 202310
Amundi 10100.02%0.03%0.03%Q2 2021Q3 202310
Jacobus Wealth Management, Inc. 10100.03%0.04%0.07%Q2 2013Q3 201510
LCM Capital Management Inc 640.17%0.20%0.25%Q1 2021Q3 202310
K.J. Harrison & Partners Inc 410.08%0.52%1.07%Q4 2016Q3 202310
Lakeshore Capital, LLC 10100.71%0.92%1.49%Q2 2013Q3 201510
Semper Trust Co. 910.11%0.16%0.31%Q2 2013Q4 201510
JBJ Investment Partners, LLC 10100.04%0.08%0.10%Q1 2019Q2 202110
Sowa Financial Group, Inc. 10100.11%0.15%0.20%Q4 2019Q1 202210
Harvest Fund Management Co., Ltd 910.00%0.02%0.05%Q1 2019Q3 202310
WFA of San Diego, LLC 610.04%0.13%0.17%Q2 2020Q3 202310
BHF Kleinwort Benson Group S.A. 910.18%0.86%2.19%Q2 2013Q4 201510
Shelter Ins Profit Sharing 10101.68%1.85%2.09%Q2 2013Q3 201510
Sageworth Trust Co 810.00%0.00%0.02%Q4 2017Q1 202310
LBA Wealth Management, LLC 910.02%0.02%0.04%Q4 2013Q1 201710
BALLAST ADVISORS LLC 640.08%0.09%0.10%Q1 2021Q3 202310
N.E.W. Advisory Services LLC 610.03%0.05%0.10%Q4 2019Q3 202310
MID CONTINENT CAPITAL LLC/IL 10100.16%0.23%0.32%Q2 2013Q3 201510
Lake Point Wealth Management 520.01%0.04%0.25%Q4 2018Q2 202210
Bank of New Hampshire 10100.21%0.24%0.29%Q2 2021Q3 202310
Bridgecreek Investment Management, LLC 910.06%1.58%2.01%Q2 2013Q1 201810
Valentine Capital Asset Management, Inc. 10100.97%1.18%1.51%Q4 2011Q1 201410
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
Cowen Prime Advisors LLC 910.03%0.04%0.06%Q2 2020Q2 202310
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 10100.00%0.00%0.00%Q2 2021Q3 202310
Round Table Services, LLC 10100.08%0.11%0.14%Q3 2017Q4 201910
Asset Planning Services, Ltd. 10100.02%0.02%0.02%Q2 2015Q3 201710
Aureus Asset Management, LLC 10100.10%0.14%0.18%Q2 2021Q3 202310
Accurate Wealth Management, LLC 10100.17%0.25%0.31%Q2 2021Q3 202310
CFO4Life, L.P. 910.09%0.22%0.34%Q4 2014Q4 202210
CITY NATIONAL BANK 10100.87%1.04%1.29%Q2 2013Q3 201510
Magnus Financial Group LLC 910.03%0.05%0.08%Q4 2018Q2 202210
AXS Investments LLC 820.06%0.19%0.33%Q1 2021Q3 202310
ONE PLUS ONE WEALTH MANAGEMENT, LLC 640.14%0.15%0.17%Q1 2021Q3 202310
IMA Wealth, Inc. 610.00%0.06%0.10%Q2 2015Q3 202010
FORTEM FINANCIAL GROUP, LLC 10100.30%0.99%1.70%Q2 2021Q3 202310
Madden Advisory Services, Inc. 710.02%0.03%0.04%Q2 2013Q1 201710
RKL Wealth Management LLC 410.04%0.12%0.19%Q1 2014Q3 202010
Waterfront Wealth Inc. 10100.11%0.28%0.40%Q2 2021Q3 202310
G&S Capital LLC 10100.02%0.07%0.11%Q4 2017Q1 202010
Index Management Solutions, LLC 10100.00%0.02%0.07%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.05%0.08%0.12%Q1 2021Q3 202310
DFPG INVESTMENTS, LLC 10100.11%0.34%0.83%Q2 2021Q3 202310
DRIEHAUS CAPITAL MANAGEMENT LLC 640.01%0.38%1.26%Q3 2015Q1 201810
Castleview Partners, LLC 810.04%0.23%0.61%Q1 2018Q3 202310
BANK HAPOALIM BM 520.04%0.06%0.10%Q4 2013Q4 202210
Trust CO of the Ozarks 10100.34%0.41%0.51%Q2 2013Q3 201510
&PARTNERS 510.10%0.26%0.48%Q4 2018Q3 202310
InterOcean Capital Group, LLC 10100.01%0.02%0.05%Q2 2021Q3 202310
CHILDRESS CAPITAL ADVISORS, LLC 910.15%0.18%0.22%Q4 2020Q3 202310
LOEB PARTNERS CORP 910.01%0.43%1.29%Q2 2013Q4 201810
Harfst & Associates, Inc. 640.07%0.09%0.14%Q2 2015Q4 201710
Centennial Wealth Advisory LLC 10100.12%0.21%0.30%Q2 2021Q3 202310
Truvvo Partners LLC 10100.73%1.06%1.62%Q4 2015Q1 201810
Lion Street Advisors, LLC 910.04%0.24%0.32%Q1 2020Q3 202310
E Fund Management Co., Ltd. 910.01%0.02%0.03%Q1 2021Q3 202310
FIDUCIENT ADVISORS LLC 910.03%0.15%0.25%Q4 2020Q3 202310
Bellwether Advisors, LLC 10100.00%0.02%0.17%Q4 2020Q1 202310
Lipe & Dalton 630.06%0.09%0.13%Q4 2015Q1 20189
Cornerstone Financial Partners, LLC 990.07%0.19%0.62%Q4 2015Q4 20179
Blue Barn Wealth, LLC 990.19%0.22%0.25%Q3 2021Q3 20239
JB Capital LLC 990.04%0.07%0.10%Q3 2021Q3 20239
McElhenny Sheffield Capital Management, LLC 990.26%0.37%0.51%Q3 2021Q3 20239
Strong Tower Advisory Services 990.25%0.33%0.41%Q3 2021Q3 20239
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 720.01%0.04%0.08%Q1 2016Q2 20189
ASSET ADVISORS CORP 630.00%0.19%1.42%Q2 2013Q1 20179
Herold Advisors, Inc. 990.13%0.17%0.26%Q3 2021Q3 20239
Financial Advisory Group 990.12%0.18%0.22%Q4 2015Q4 20179
Citizens Business Bank 990.07%0.67%1.46%Q4 2012Q4 20149
Badgley Phelps Wealth Managers, LLC 990.04%0.04%0.06%Q3 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.03%0.08%0.09%Q4 2019Q3 20239
JOYN Advisors, Inc. 990.01%0.06%0.11%Q1 2018Q1 20209
Marshall Financial Group LLC 630.07%0.10%0.14%Q1 2021Q2 20239
Quantinno Capital Management LP 720.06%0.20%0.29%Q3 2019Q3 20239
Alera Investment Advisors, LLC 720.05%0.07%0.09%Q4 2018Q3 20239
Strategic Wealth Management Group, LLC 630.10%0.15%0.22%Q4 2018Q1 20219
WORLDQUANT MILLENNIUM ADVISORS LLC 320.01%0.09%0.45%Q3 2018Q2 20239
QUANTRES ASSET MANAGEMENT Ltd 210.38%0.80%1.61%Q2 2014Q1 20199
626 Financial, LLC 810.21%0.24%0.27%Q1 2021Q3 20239
Walker Asset Management, LLC 990.68%0.73%0.81%Q4 2021Q4 20239
High Net Worth Advisory Group LLC 990.20%0.27%0.29%Q4 2021Q4 20239
Parametrica Management Ltd 310.24%0.91%1.78%Q2 2014Q3 20209
Fusion Investment Group, LLC 990.33%0.70%1.38%Q4 2013Q4 20159
GoalVest Advisory LLC 810.00%0.37%0.62%Q1 2021Q4 20239
Matisse Capital 990.11%0.12%0.14%Q1 2016Q1 20189
Relative Value Partners Group, LLC 510.05%0.08%0.11%Q3 2015Q3 20239
D. SCOTT NEAL, INC. 990.00%0.18%0.26%Q1 2016Q1 20189
DELTA CAPITAL MANAGEMENT LLC 992.67%3.11%3.72%Q2 2013Q2 20159
Wealth Advisory Solutions, LLC 630.33%1.92%3.21%Q1 2021Q2 20239
BAXTER BROS INC 990.04%0.05%0.06%Q3 2021Q3 20239
Teamwork Financial Advisors, LLC 990.05%0.34%0.79%Q3 2021Q3 20239
CLINTON GROUP INC 210.03%0.11%0.34%Q2 2013Q2 20189
PDS Planning, Inc 990.03%0.04%0.05%Q3 2021Q3 20239
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 990.08%0.09%0.11%Q1 2016Q1 20189
BUTENSKY & COHEN FINANCIAL SECURITY, INC 990.01%0.01%0.01%Q2 2015Q2 20179
MCMORGAN & CO LLC 990.18%0.23%0.32%Q3 2021Q3 20239
QCM Cayman, Ltd. 310.05%0.19%0.43%Q2 2013Q3 20159
CAMBIAR INVESTORS LLC 990.01%1.43%4.38%Q4 2017Q4 20199
PFG Private Wealth Management, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
CRAMER ROSENTHAL MCGLYNN LLC 990.33%0.47%0.76%Q4 2017Q4 20199
BESSEMER SECURITIES LLC 720.05%0.49%1.24%Q2 2015Q3 20239
Pantheon Investment Group, LLC 990.30%0.49%0.77%Q4 2019Q4 20219
Lebenthal Global Advisors, LLC 810.02%0.37%0.60%Q4 2020Q3 20239
MARSHALL & SULLIVAN INC /WA/ 310.06%0.14%0.23%Q2 2018Q4 20229
Maven Securities LTD 310.01%0.14%0.90%Q2 2018Q2 20239
Reynders McVeigh Capital Management, LLC 990.03%0.03%0.04%Q1 2016Q1 20189
SUSQUEHANNA TRUST & INVESTMENT CO 990.12%0.21%0.42%Q2 2013Q2 20159
Private Vista, LLC 990.05%0.08%0.11%Q1 2018Q1 20209
Callan Capital, LLC 540.03%0.03%0.04%Q2 2021Q3 20239
Saiers Capital, LLC 210.00%0.04%0.20%Q4 2013Q1 20159
U.S. Capital Wealth Advisors, LLC 990.29%0.37%0.51%Q3 2021Q3 20239
Paragon Capital Management Ltd 510.02%0.11%0.14%Q1 2016Q4 20219
Gary Goldberg Planning Services Inc 880.00%0.81%2.42%Q1 2013Q4 20149
NINE MASTS CAPITAL Ltd 210.00%0.05%0.19%Q2 2017Q4 20199
Boit C F David 540.04%0.23%0.28%Q2 2021Q3 20239
Bronte Capital Management Pty Ltd. 990.73%2.22%3.77%Q3 2021Q3 20239
West Family Investments, Inc. 990.07%0.13%0.16%Q2 2021Q2 20239
Stumpf Capital Management LLC 710.17%0.23%0.38%Q4 2017Q3 20209
Strategic Blueprint, LLC 710.02%0.05%0.08%Q3 2019Q3 20239
Capital Group Private Client Services, Inc. 991.27%1.47%1.63%Q3 2021Q3 20239
Integrated Wealth Management 992.44%2.79%3.23%Q1 2015Q1 20179
Israel Discount Bank of New York 990.01%0.02%0.04%Q1 2017Q1 20199
MANAGED ACCOUNT ADVISORS LLC 990.44%0.70%0.97%Q2 2013Q2 20159
Essex Private Wealth Management, LLC 990.64%0.70%0.82%Q4 2019Q4 20219
BHK Investment Advisors, LLC 990.14%0.18%0.23%Q1 2018Q1 20209
Boston Common Asset Management, LLC 990.02%0.02%0.03%Q4 2020Q4 20229
SkyBridge Capital II, LLC 721.71%2.79%4.08%Q4 2015Q2 20199
Nikko Asset Management Americas, Inc. 710.01%0.19%0.34%Q2 2015Q2 20189
DRW Securities, LLC 410.01%0.06%0.24%Q4 2017Q1 20239
Indiana Trust & Investment Management CO 610.04%0.41%1.24%Q2 2013Q3 20239
Measured Wealth Private Client Group, LLC 720.13%0.25%0.41%Q2 2018Q3 20209
Catalyst Capital Advisors LLC 510.01%0.37%1.37%Q3 2013Q3 20179
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 991.17%2.01%3.31%Q2 2015Q2 20179
Stanford Investment Group, Inc. 990.02%0.03%0.07%Q4 2014Q4 20169
Keel Point, LLC 990.03%0.07%0.13%Q3 2016Q3 20189
Executive Wealth Management, LLC 630.02%0.03%0.04%Q4 2018Q3 20239
Castle Rock Wealth Management, LLC 720.08%0.20%0.61%Q4 2017Q3 20239
Symphony Financial, Ltd. Co. 880.24%0.63%1.01%Q4 2021Q3 20238
Jump Financial, LLC 410.01%0.07%0.15%Q3 2020Q3 20238
PACIFIC SUN FINANCIAL CORP 610.15%0.18%0.21%Q4 2017Q2 20238
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
CLOVERFIELDS CAPITAL GROUP, LP 880.85%1.23%2.03%Q4 2021Q3 20238
Sunflower Bank, N.A. 710.05%0.17%0.21%Q4 2020Q3 20238
Retirement Planning Co of New England, Inc. 880.65%0.79%0.92%Q4 2021Q3 20238
TI-TRUST, INC 880.44%0.49%0.64%Q4 2021Q3 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Vise Technologies, Inc. 880.18%0.28%0.48%Q4 2021Q3 20238
RS CRUM INC. 880.09%0.18%0.29%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 880.18%0.25%0.31%Q2 2013Q1 20158
Seven Springs Wealth Group, LLC 880.07%0.09%0.13%Q4 2019Q3 20218
ARBOR CAPITAL MANAGEMENT INC /ADV 881.48%1.70%1.88%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.15%0.45%Q4 2021Q3 20238
FORSTA AP-FONDEN 710.08%0.27%0.54%Q4 2015Q4 20178
Palouse Capital Management, Inc. 880.90%1.01%1.21%Q2 2020Q1 20228
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 880.01%0.03%0.04%Q2 2013Q1 20158
TOTAL INVESTMENT MANAGEMENT INC 880.07%0.11%0.15%Q4 2021Q3 20238
ADVISORY RESEARCH INC 410.00%0.05%0.14%Q2 2013Q1 20208
SOUTH GEORGIA CAPITAL, LLC 880.54%2.22%6.92%Q4 2013Q3 20158
CHESAPEAKE ASSET MANAGEMENT LLC 880.66%0.75%0.89%Q4 2016Q3 20188
JAG CAPITAL MANAGEMENT, LLC 620.02%0.05%0.07%Q3 2021Q3 20238
KEMPNER CAPITAL MANAGEMENT INC. 880.11%0.17%0.22%Q1 2015Q4 20168
ANALYTIC INVESTORS, LLC 420.01%0.78%1.73%Q2 2013Q3 20168
Peak Financial Management, Inc. 880.09%0.10%0.10%Q2 2016Q1 20188
WULFF, HANSEN & CO. 880.89%1.15%1.35%Q4 2021Q3 20238
FSB PREMIER WEALTH MANAGEMENT, INC. 880.06%0.19%0.36%Q4 2021Q3 20238
Metis Global Partners, LLC 880.21%0.29%0.36%Q4 2021Q3 20238
LEE JOHNSON CAPITAL MANAGEMENT, LLC 880.21%0.30%0.50%Q4 2021Q3 20238
Intellectus Partners, LLC 880.00%0.01%0.02%Q2 2017Q1 20198
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.29%0.45%0.61%Q2 2013Q1 20158
Almanack Investment Partners, LLC. 710.02%0.03%0.04%Q4 2020Q4 20228
CAPITAL COUNSEL LLC/NY 620.01%0.02%0.03%Q2 2013Q4 20158
HABERER REGISTERED INVESTMENT ADVISOR INC 880.07%0.50%0.91%Q2 2013Q1 20158
INVERNESS COUNSEL LLC /NY/ 710.02%0.02%0.02%Q4 2014Q1 20188
FIRST COMMUNITY TRUST NA 880.14%0.49%0.97%Q4 2021Q3 20238
Itau Unibanco Holding S.A. 710.00%0.01%0.02%Q3 2016Q3 20198
KEMPER Corp 881.43%2.82%3.49%Q2 2013Q1 20158
JT Stratford LLC 610.11%0.16%0.20%Q4 2016Q2 20208
QUEST CAPITAL MANAGEMENT INC /ADV 440.04%0.05%0.07%Q1 2019Q4 20218
Cornerstone Management, Inc. 880.18%0.19%0.22%Q4 2014Q3 20168
WEST BANCORPORATION INC 440.08%0.57%0.82%Q4 2019Q3 20228
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.01%0.07%0.10%Q3 2019Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.09%0.17%0.24%Q2 2013Q1 20158
Alpine Global Management, LLC 310.06%0.24%0.50%Q4 2014Q2 20208
BAIRD ROBERT W & CO INC /WI/ 880.15%0.22%0.26%Q2 2013Q1 20158
GIRARD SECURITIES, INC. 880.63%0.77%0.86%Q4 2015Q3 20178
Wolf Group Capital Advisors 880.17%0.27%0.40%Q1 2016Q4 20178
QUALCOMM INC/DE 880.30%0.57%0.88%Q2 2013Q1 20158
ALLEGHANY CORP /DE 880.08%3.16%4.42%Q2 2013Q1 20158
RPg Family Wealth Advisory, LLC 710.00%0.02%0.04%Q1 2016Q1 20228
Hampstead Capital LLP 883.27%4.75%7.15%Q4 2016Q3 20188
Champlain Investment Partners, LLC 880.01%0.01%0.01%Q1 2014Q4 20158
GUARDIAN INVESTOR SERVICES LLC 880.64%0.80%0.99%Q2 2013Q1 20158
Trinity Legacy Partners, LLC 880.10%0.14%0.20%Q1 2021Q4 20228
Buffington Mohr McNeal 410.03%0.05%0.06%Q2 2014Q1 20198
HORIZON BANCORP INC /IN/ 440.06%0.26%0.59%Q4 2019Q3 20238
EverSource Wealth Advisors, LLC 880.02%0.08%0.15%Q4 2021Q3 20238
Geneva Partners, LLC 510.16%1.37%2.43%Q2 2016Q1 20238
Quantamental Technologies LLC 310.09%0.32%0.59%Q4 2018Q3 20238
Epstein & White Financial LLC 710.05%0.29%0.47%Q4 2017Q2 20218
Pearl River Capital, LLC 210.11%0.25%0.59%Q4 2018Q4 20228
Dunvegan Associates, Inc. 880.01%0.01%0.01%Q1 2014Q4 20158
Private Capital Advisors, Inc. 880.39%1.16%1.35%Q2 2013Q1 20158
Spark Investment Management LLC 710.11%0.48%0.83%Q1 2015Q4 20208
MENORA MIVTACHIM HOLDINGS LTD. 510.00%0.97%2.05%Q2 2013Q4 20188
Smith Anglin Financial, LLC 620.03%0.05%0.06%Q1 2021Q1 20238
ALETHEA CAPITAL MANAGEMENT, LLC 410.20%1.00%2.73%Q1 2015Q2 20228
PICTET ASSET MANAGEMENT SA 880.07%0.09%0.12%Q3 2021Q2 20238
Invictus RG Pte. Ltd. 440.01%0.09%0.28%Q2 2013Q3 20158
EMORY UNIVERSITY 880.01%0.01%0.01%Q1 2012Q4 20138
Employers Holdings, Inc. 880.42%0.58%1.12%Q2 2019Q1 20218
MORRIS FINANCIAL CONCEPTS, INC. 880.16%0.31%0.40%Q4 2021Q3 20238
PFS Partners, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
Neo Ivy Capital Management 210.01%0.35%0.73%Q1 2019Q3 20228
TD Waterhouse Canada Inc. 880.03%0.05%0.07%Q4 2021Q3 20238
WFA Asset Management Corp 880.11%0.12%0.14%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.17%0.18%0.20%Q4 2021Q3 20238
Stephens Consulting, LLC 880.04%0.09%0.13%Q4 2021Q3 20238
INSPIRION WEALTH ADVISORS, LLC 880.10%0.13%0.15%Q1 2016Q4 20178
PT ASSET MANAGEMENT, LLC 440.04%0.31%0.98%Q1 2016Q4 20168
DRIVE WEALTH MANAGEMENT, LLC 880.18%0.44%0.69%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.17%0.20%0.24%Q4 2021Q3 20238
IAT REINSURANCE CO LTD. 880.47%1.05%1.77%Q4 2014Q3 20168
ASB Consultores, LLC 880.11%0.18%0.36%Q4 2021Q3 20238
Banco de Sabadell, S.A 510.04%0.11%0.27%Q4 2017Q1 20218
Tevis Investment Management 880.97%1.12%1.33%Q4 2021Q3 20238
Camarda Financial Advisors, LLC 210.01%0.28%1.11%Q1 2014Q2 20218
W ADVISORS, LLC 880.28%0.32%0.36%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.27%0.30%0.33%Q4 2021Q3 20238
Investmark Advisory Group LLC 882.05%2.39%2.84%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.18%0.22%0.28%Q4 2021Q3 20238
FSC Wealth Advisors, LLC 880.01%0.07%0.18%Q4 2021Q3 20238
Smallwood Wealth Investment Management, LLC 881.37%1.57%1.83%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.39%0.47%0.63%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.37%0.42%0.50%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.18%0.22%0.25%Q4 2021Q3 20238
Ascent Group, LLC 880.29%0.35%0.43%Q4 2021Q3 20238
Howard Capital Management Inc. 530.03%0.46%1.20%Q1 2018Q4 20218
F3Logic, LLC 620.02%0.17%0.31%Q4 2018Q4 20218
Winthrop Partners - WNY, LLC 880.30%0.36%0.48%Q4 2017Q3 20198
Mystic Asset Management, Inc. 880.65%0.75%0.86%Q4 2021Q3 20238
SG3 Management, LLC 110.00%0.39%1.15%Q4 2016Q2 20228
Quent Capital, LLC 880.04%0.06%0.08%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.12%0.14%0.17%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.22%0.23%0.26%Q4 2021Q3 20238
Forum Financial Management, LP 880.03%0.05%0.07%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.01%1.45%1.96%Q4 2021Q3 20238
Meixler Investment Management, Ltd. 881.98%3.12%3.81%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.10%0.16%0.20%Q4 2021Q3 20238
TCM Advisors, LLC 880.25%0.88%1.39%Q4 2021Q3 20238
ETF Store, Inc. 880.32%0.34%0.37%Q4 2021Q3 20238
Byrne Asset Management LLC 880.10%0.15%0.18%Q4 2021Q3 20238
Mizuho Securities Co. Ltd. 880.00%0.00%0.00%Q4 2020Q3 20228
HB Wealth Management, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Lombard Odier & Cie (Bahamas) Ltd 880.02%0.03%0.05%Q4 2013Q3 20158
Marion Wealth Management 880.29%0.32%0.37%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.08%0.13%0.21%Q4 2021Q3 20238
EMERALD ADVISERS, LLC 880.02%0.03%0.04%Q2 2013Q1 20158
Intelligent Financial Strategies 880.03%0.04%0.05%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.76%0.90%1.07%Q4 2021Q3 20238
City State Bank 880.12%0.14%0.17%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.30%0.38%0.52%Q4 2021Q3 20238
Prosperity Consulting Group, LLC 880.37%0.53%0.69%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.13%0.15%0.18%Q4 2021Q3 20238
Covestor Ltd 880.03%0.04%0.05%Q4 2021Q3 20238
Machina Capital S.A.S. 310.25%1.00%3.84%Q4 2018Q3 20238
Zullo Investment Group, Inc. 880.18%0.22%0.24%Q4 2021Q3 20238
Disciplined Equity Management, Inc. 880.78%0.87%0.96%Q4 2021Q3 20238
JOURNEY STRATEGIC WEALTH LLC 880.01%0.04%0.06%Q4 2021Q3 20238
Carson Advisory Inc. 880.27%0.37%0.47%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
KENFARB & CO. 880.04%0.05%0.05%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.29%0.32%0.38%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.03%0.14%Q4 2021Q3 20238
Phraction Management LLC 881.68%3.13%3.71%Q4 2021Q3 20238
Ervin Investment Management, LLC 880.66%0.75%0.89%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.08%0.10%0.11%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.60%0.72%0.82%Q4 2014Q3 20168
Western Pacific Wealth Management, LP 880.00%0.02%0.05%Q4 2021Q3 20238
UNDERHILL INVESTMENT MANAGEMENT LLC 880.16%0.27%0.49%Q1 2016Q4 20178
MKT Advisors LLC 880.24%0.31%0.40%Q4 2021Q3 20238
Widmann Financial Services, Inc. 880.32%0.38%0.43%Q4 2021Q3 20238
LOCKERMAN FINANCIAL GROUP, INC. 880.69%0.78%0.86%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.27%0.31%0.33%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Kolinsky Wealth Management, LLC 880.30%0.45%0.53%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 880.37%0.62%0.89%Q4 2021Q3 20238
Wedmont Private Capital 880.07%0.09%0.11%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.08%0.12%0.16%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.02%0.05%0.06%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
Mill Capital Management, LLC 880.73%0.80%0.91%Q4 2021Q3 20238
Orca Investment Management, LLC 880.24%0.79%1.05%Q4 2013Q3 20158
CarsonAllaria Wealth Management, Ltd. 880.15%0.16%0.18%Q4 2021Q3 20238
Cross Staff Investments Inc 880.05%0.46%0.59%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.08%0.11%0.13%Q4 2021Q3 20238
Charles Schwab Investment Advisory, Inc. 710.00%0.43%0.55%Q2 2018Q1 20228
PRW Wealth Management LLC 620.06%0.20%0.34%Q4 2018Q2 20218
Mount Capital Ltd 880.66%0.87%0.99%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.02%0.03%0.03%Q2 2021Q1 20238
Asset Allocation & Management Company, LLC 710.08%0.27%0.38%Q4 2019Q2 20238
Hoxton Financial, Inc. 710.00%0.00%0.02%Q2 2013Q1 20168
Bank of Kentucky, Inc. 880.11%0.13%0.14%Q2 2013Q1 20158
REUTER JAMES WEALTH MANAGEMENT, LLC 880.51%0.98%1.80%Q4 2021Q3 20238
PEOPLES BANK /OH 710.11%0.14%0.16%Q4 2015Q3 20238
Bromfield Sneider Wealth Advisors 880.02%0.03%0.05%Q1 2022Q4 20238
Allspring Global Investments Holdings, LLC 880.04%0.06%0.06%Q4 2021Q3 20238
MDE Group 880.05%0.07%0.09%Q2 2013Q1 20158
Bell Investment Advisors, Inc 620.00%0.02%0.03%Q3 2021Q3 20238
Essex LLC 440.06%0.07%0.08%Q3 2021Q3 20238
Ardent Capital Management, Inc. 881.24%1.53%2.51%Q4 2021Q3 20238
ARS Wealth Advisors Group, LLC 440.03%0.07%0.18%Q3 2021Q3 20238
FIDUCIARY ASSET MANAGEMENT LLC 880.04%1.28%3.75%Q2 2013Q1 20158
Delos Wealth Advisors, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.21%0.25%0.29%Q4 2021Q3 20238
Keystone Wealth Services, LLC 880.28%0.32%0.36%Q4 2021Q3 20238
FourThought Financial, LLC 880.08%0.10%0.12%Q4 2020Q3 20228
Keystone Financial Services 880.24%0.36%0.40%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.17%0.19%0.22%Q4 2021Q3 20238
SYNTAX ADVISORS, LLC 880.29%0.31%0.32%Q4 2021Q3 20238
Connectus Wealth, LLC 880.06%0.15%0.27%Q4 2021Q3 20238
Constellation Wealth Advisors, LLC 880.04%0.05%0.07%Q2 2013Q1 20158
Ignite Planners, LLC 880.21%0.33%0.44%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.03%0.06%0.08%Q4 2021Q3 20238
Thrive Wealth Management, LLC 880.13%0.18%0.21%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.09%0.15%0.20%Q4 2021Q3 20238
McAlister, Sweet & Associates, Inc. 530.18%0.23%0.35%Q4 2021Q4 20238
Poplar Forest Capital LLC 881.18%3.25%4.54%Q4 2021Q3 20238
Core Alternative Capital 880.00%0.02%0.06%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.10%0.15%0.24%Q4 2020Q3 20228
Destiny Wealth Partners, LLC 620.00%0.00%0.00%Q4 2020Q4 20228
Sierra Capital LLC 880.00%0.02%0.02%Q1 2021Q4 20228
Stonehage Fleming (UK) Ltd 620.40%0.46%0.63%Q4 2013Q4 20158
Greenwich Wealth Management LLC 530.04%0.06%0.08%Q4 2015Q1 20188
Polar Capital LLP 710.04%0.48%0.72%Q2 2013Q3 20208
Journey Advisory Group, LLC 530.05%0.07%0.08%Q4 2020Q3 20238
Firestone Capital Management 880.04%0.05%0.05%Q4 2019Q3 20218
EagleClaw Capital Managment, LLC 530.11%0.13%0.14%Q1 2016Q1 20188
Visium Asset Management, LP 520.00%0.03%0.08%Q2 2013Q2 20157
RELIANCE TRUST CO 771.49%1.89%2.43%Q2 2013Q4 20147
Zions Trust, National Association 770.04%0.10%0.16%Q2 2013Q4 20147
SHAPIRO ROBERT N 770.14%0.18%0.25%Q2 2013Q4 20147
Mitsubishi UFJ Securities Holdings Co., Ltd. 610.00%0.20%0.35%Q1 2015Q3 20187
BANTA ASSET MANAGEMENT LP 770.50%2.02%3.74%Q2 2013Q4 20147
Northwest Capital Management Inc 520.05%0.34%0.53%Q4 2017Q3 20237
RDA Financial Network 770.14%0.16%0.20%Q1 2019Q3 20207
Resolute Advisors LLC 770.00%0.01%0.02%Q1 2021Q3 20227
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.02%Q4 2020Q2 20227
OMERS ADMINISTRATION Corp 310.01%0.09%0.21%Q2 2014Q3 20177
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.05%0.08%Q1 2022Q3 20237
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 320.00%0.00%0.00%Q4 2015Q4 20187
FUNDSMITH INVESTMENT SERVICES LTD. 775.20%6.50%7.42%Q1 2022Q3 20237
Mitsubishi UFJ Asset Management (UK) Ltd. 770.59%1.13%1.56%Q1 2022Q3 20237
WISCONSIN CAPITAL MANAGEMENT LLC 770.24%0.28%0.31%Q2 2013Q4 20147
Psagot Value Holdings Ltd. / (Israel) 430.01%0.13%0.28%Q3 2021Q3 20237
Alaska Permanent Fund Corp 520.00%0.02%0.03%Q4 2021Q3 20237
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.19%0.26%0.32%Q4 2014Q2 20167
NEW SOUTH CAPITAL MANAGEMENT INC 610.00%0.03%0.04%Q2 2013Q4 20197
GUARDIAN WEALTH ADVISORS, LLC / NC 770.07%0.09%0.11%Q1 2022Q3 20237
Absolute Return Capital, LLC 770.07%0.42%0.70%Q4 2013Q2 20157
Legacy Wealth Planning, LLC 520.23%0.29%0.33%Q4 2019Q3 20217
Polaris Wealth Advisory Group, LLC 430.00%0.00%0.00%Q2 2013Q3 20187
SOUND SHORE MANAGEMENT INC /CT/ 770.01%0.01%0.01%Q2 2013Q4 20147
Private Harbour Investment Management & Counsel, LLC 770.29%0.85%1.14%Q2 2013Q4 20147
Sand Hill Global Advisors, LLC 770.01%0.02%0.02%Q4 2020Q2 20227
Tyler-Stone Wealth Management 521.11%1.29%1.52%Q4 2021Q3 20237
NorthCrest Asset Manangement, LLC 610.02%0.08%0.12%Q4 2021Q3 20237
Cladis Investment Advisory, LLC 520.21%0.24%0.30%Q4 2021Q3 20237
Foresight Wealth Management, LLC 770.01%0.13%0.19%Q1 2021Q3 20227
Prentice Wealth Management LLC 430.04%0.10%0.16%Q1 2021Q3 20237
FOUNDERS BANK & TRUST 770.03%0.09%0.15%Q2 2013Q4 20147
ASHFORD CAPITAL MANAGEMENT INC 770.04%0.05%0.06%Q2 2013Q4 20147
Edge Advisors, LLC 770.03%0.09%0.24%Q4 2016Q2 20187
COMMONS CAPITAL, LLC 430.28%0.33%0.42%Q4 2021Q3 20237
Price Wealth, LLC 430.00%0.01%0.03%Q4 2017Q3 20207
LGT Group Foundation 610.01%0.04%0.08%Q4 2021Q3 20237
Dominick & Dominick LLC 770.31%0.43%0.61%Q2 2013Q4 20147
MARSHALL WACE ASIA Ltd 610.18%2.51%4.48%Q1 2017Q4 20187
Alley Investment Management Company, LLC 771.68%2.20%2.53%Q1 2022Q3 20237
Weaver Consulting Group 770.02%0.03%0.03%Q1 2019Q3 20207
Holloway Wealth Management, LLC 770.00%0.00%0.01%Q4 2017Q2 20197
Cyrus J. Lawrence, LLC 770.01%0.03%0.07%Q1 2022Q3 20237
ParenteBeard Wealth Management, LLC 770.25%0.82%1.24%Q2 2013Q4 20147
Point Break Capital Management, LLC 770.09%0.22%0.51%Q4 2018Q2 20207
Leonard Rickey Investment Advisors P.L.L.C. 770.09%0.10%0.11%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Column Capital Advisors, LLC 310.00%0.01%0.04%Q4 2019Q2 20237
HAZLETT, BURT & WATSON, INC. 770.08%0.10%0.11%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.10%0.16%0.48%Q1 2022Q3 20237
Ethic Inc. 770.05%0.08%0.14%Q1 2022Q3 20237
First Western Trust Bank 770.03%0.04%0.05%Q1 2022Q3 20237
TLP GROUP LLC 410.00%0.15%0.40%Q4 2015Q2 20187
FOSTER & MOTLEY INC 770.05%0.37%0.76%Q2 2013Q4 20147
Distillate Capital Partners LLC 771.39%1.51%1.79%Q4 2020Q2 20227
Lombard Odier Asset Management (Europe) Ltd 610.10%0.26%0.63%Q4 2014Q3 20177
Baker Avenue Asset Management, LP 430.00%0.07%0.19%Q1 2018Q3 20237
NewEdge Wealth, LLC 770.02%0.10%0.15%Q1 2022Q3 20237
Rex Capital Advisors, LLC 770.25%0.29%0.34%Q2 2013Q4 20147
Kames Capital Management Ltd 772.48%2.86%3.72%Q2 2013Q4 20147
PDT Partners, LLC 610.01%0.26%0.54%Q2 2013Q3 20157
Coastwise Capital Group, LLC 770.27%0.32%0.38%Q1 2022Q3 20237
ATLANTA CAPITAL MANAGEMENT CO L L C 770.22%0.48%0.72%Q2 2013Q4 20147
CKW FINANCIAL GROUP 410.00%0.04%0.05%Q4 2013Q1 20187
Rockbridge Investment Management, LCC 770.04%0.05%0.06%Q2 2020Q4 20217
Princeton Alpha Management LP 410.08%0.30%0.51%Q2 2014Q3 20167
TILIA FIDUCIARY PARTNERS, INC. 770.07%0.08%0.09%Q4 2021Q2 20237
Chemistry Wealth Management LLC 770.23%0.26%0.31%Q1 2022Q3 20237
Center For Asset Management LLC 430.24%0.60%0.98%Q4 2020Q1 20237
Clear Creek Financial Management, LLC 610.04%0.05%0.06%Q2 2020Q3 20237
Atria Wealth Solutions, Inc. 770.06%0.08%0.09%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.25%0.29%0.34%Q1 2022Q3 20237
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 770.01%0.01%0.01%Q4 2015Q2 20177
Tuscan Ridge Asset Management LLC 440.03%0.19%0.38%Q4 2018Q3 20197
Flossbach von Storch AG Zurich 776.66%9.93%12.38%Q4 2018Q2 20207
Hudson Bay Capital Management LP 310.01%0.05%0.09%Q3 2016Q3 20237
DAVIS SELECTED ADVISERS 770.02%0.56%0.85%Q2 2013Q4 20147
AMERICAFIRST CAPITAL MANAGEMENT, LLC 430.10%0.22%0.37%Q3 2014Q4 20167
Kerntke Otto McGlone Wealth Management Group 610.14%0.26%0.73%Q4 2019Q4 20217
Sweet Financial Partners, LLC 770.08%0.27%0.49%Q1 2022Q3 20237
Lebenthal Holdings,LLC 770.33%0.51%0.81%Q4 2014Q2 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.13%0.45%0.77%Q2 2013Q4 20147
Brand Asset Management Group, Inc. 770.01%0.03%0.04%Q2 2018Q4 20197
Northeast Financial Group, Inc. 770.17%0.21%0.24%Q1 2022Q3 20237
Industrial Alliance Investment Management Inc. 610.03%0.06%0.12%Q4 2021Q3 20237
HOERTKORN RICHARD CHARLES 770.01%0.01%0.01%Q4 2013Q2 20157
Astoria Portfolio Advisors LLC. 770.22%0.30%0.34%Q1 2022Q3 20237
Morse Asset Management, Inc 520.08%0.09%0.11%Q1 2017Q2 20237
Telos Capital Management, Inc. 310.06%0.16%0.29%Q2 2013Q4 20197
American Financial Network Advisory Services LLC 770.15%0.18%0.25%Q3 2017Q1 20197
Fund Management at Engine No. 1 LLC 770.31%0.36%0.42%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.03%0.34%0.47%Q2 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.02%0.04%0.05%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.26%0.29%0.31%Q1 2022Q3 20237
FOSTER DYKEMA CABOT & CO INC/MA 770.03%0.03%0.04%Q1 2022Q3 20237
Miramar Capital, LLC 520.07%0.21%0.32%Q4 2018Q3 20237
TCF National Bank 770.13%0.14%0.15%Q3 2019Q1 20217
Evolution Advisers, Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
BMS Financial Advisors, LLC 770.39%0.48%0.57%Q4 2021Q2 20237
AXIOM INVESTORS LLC /DE 610.41%0.68%0.88%Q3 2014Q3 20167
Borer Denton & Associates, Inc. 770.13%0.14%0.16%Q1 2022Q3 20237
Savior LLC 770.04%0.06%0.08%Q4 2019Q2 20217
American Trust 770.02%0.06%0.11%Q4 2021Q2 20237
Zeit Capital LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Alta Advisers Ltd 520.01%0.17%0.25%Q2 2013Q3 20237
DARK FOREST CAPITAL MANAGEMENT LP 410.00%0.04%0.09%Q3 2021Q3 20237
Greenfield Savings Bank 771.08%1.25%1.38%Q2 2022Q4 20237
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.03%0.06%0.13%Q3 2018Q3 20237
Ironwood Financial, llc 610.00%0.00%0.00%Q3 2015Q3 20217
LUCUS ADVISORS LLC 610.17%0.27%0.49%Q4 2014Q3 20177
Everhart Financial Group, Inc. 770.14%0.20%0.30%Q1 2022Q3 20237
ACCESS FINANCIAL SERVICES, INC. 770.41%0.48%0.56%Q4 2016Q2 20187
Peterson Financial Group, Inc. 430.75%0.88%1.11%Q4 2021Q3 20237
COTTONWOOD CAPITAL ADVISORS, LLC 430.17%0.20%0.24%Q4 2021Q3 20237
Placemark Investments, Inc. 770.32%0.42%0.59%Q2 2013Q4 20147
Nuveen Fund Advisors, LLC 770.23%0.28%0.32%Q2 2016Q4 20177
US Asset Management LLC 430.49%0.55%0.62%Q3 2021Q2 20237
Eisler Capital (UK) Ltd. 110.00%0.14%0.58%Q1 2021Q3 20237
TOEWS CORP /ADV 410.05%0.40%0.82%Q2 2016Q3 20237
Stanley-Laman Group, Ltd. 410.06%0.43%0.70%Q4 2013Q1 20187
Heritage Way Advisors, LLC 320.11%0.22%0.34%Q4 2016Q4 20217
EDMP, INC. 770.46%0.63%0.83%Q1 2022Q3 20237
STAMINA CAPITAL MANAGEMENT LP 550.75%4.17%10.58%Q3 2021Q3 20227
Timber Hill LLC 310.00%0.14%0.44%Q3 2013Q2 20197
OXFORD ASSET MANAGEMENT LLP 520.02%0.18%0.41%Q4 2017Q4 20197
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 410.01%0.01%0.04%Q1 2017Q3 20237
Blueshift Asset Management, LLC 210.02%0.16%0.33%Q4 2018Q3 20227
Charter Oak Capital Management, LLC 770.04%0.04%0.04%Q4 2020Q2 20227
SYMONS CAPITAL MANAGEMENT INC 774.24%5.01%5.94%Q2 2013Q4 20147
Reilly Herbert Faulkner III 310.16%0.21%0.28%Q4 2013Q3 20167
Destination Wealth Management 610.00%0.01%0.03%Q2 2015Q2 20197
One Wealth Advisors, LLC 770.06%0.06%0.07%Q2 2021Q4 20227
Syntal Capital Partners, LLC 320.01%0.34%0.63%Q1 2014Q3 20197
Fortis Advisors, LLC 770.01%0.01%0.02%Q2 2018Q4 20197
ANGELES WEALTH MANAGEMENT, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Manning & Napier Group, LLC 770.22%0.29%0.33%Q2 2018Q4 20197
Resurgent Financial Advisors LLC 660.14%0.18%0.22%Q2 2022Q3 20236
Bristlecone Advisors, LLC 310.01%0.05%0.08%Q3 2017Q3 20236
HWG Holdings LP 330.00%1.29%3.80%Q1 2016Q4 20236
Tradewinds, LLC. 660.13%0.21%0.46%Q2 2022Q3 20236
TCG Advisory Services, LLC 310.10%0.47%0.64%Q4 2020Q3 20236
Sterneck Capital Management, LLC 660.11%0.14%0.17%Q2 2013Q3 20146
Ritter Daniher Financial Advisory LLC / DE 660.00%0.02%0.03%Q2 2022Q3 20236
Palisade Asset Management, LLC 410.03%0.04%0.05%Q2 2016Q2 20186
Krane Funds Advisors LLC 410.01%0.01%0.02%Q1 2020Q2 20226
Altrius Capital Management Inc 660.97%1.17%1.45%Q2 2022Q3 20236
Clarus Wealth Advisors 510.10%0.15%0.20%Q4 2017Q2 20196
Azimuth Capital Investment Management LLC 660.03%0.03%0.03%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.04%0.11%0.16%Q1 2022Q2 20236
Coston, McIsaac & Partners 661.24%1.44%1.69%Q2 2022Q3 20236
Riverstone Advisors, LLC 310.09%0.12%0.15%Q2 2021Q2 20236
Virtus Investment Advisers, Inc. 660.46%0.65%0.86%Q3 2016Q4 20176
Schubert & Co 660.00%0.01%0.02%Q4 2021Q1 20236
Advanced Asset Management Advisors Inc 510.00%0.12%0.18%Q4 2017Q4 20226
Blueprint Investment Partners LLC 420.02%0.14%0.20%Q3 2021Q1 20236
Axim Planning & Wealth 660.00%0.25%0.42%Q2 2022Q3 20236
Weyland Capital Management, LLC 660.18%0.20%0.24%Q2 2013Q3 20146
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q4 2021Q3 20236
Burns Matteson Capital Management, LLC 310.17%0.28%0.35%Q1 2021Q2 20236
Atlantic Private Wealth, LLC 660.34%0.40%0.45%Q4 2021Q1 20236
CANYON CAPITAL ADVISORS LLC 660.06%0.71%1.26%Q2 2013Q3 20146
Gladius Capital Management LP 410.00%0.02%0.03%Q3 2020Q1 20236
SHIKIAR ASSET MANAGEMENT INC 660.10%0.18%0.23%Q1 2016Q2 20176
NOVARE CAPITAL MANAGEMENT LLC 410.04%0.05%0.06%Q4 2013Q1 20186
Exane Asset Management 310.07%4.16%10.83%Q4 2016Q2 20216
Lifeworks Advisors, LLC 660.19%0.85%1.70%Q2 2022Q3 20236
Halpern Financial, Inc. 660.01%0.02%0.03%Q2 2022Q3 20236
Barrington Strategic Wealth Management Group LLC 310.12%0.18%0.28%Q2 2013Q1 20166
Donald L. Hagan, LLC 410.18%0.21%0.24%Q4 2014Q2 20176
Banyan Partners, LLC 660.62%0.85%1.53%Q2 2013Q3 20146
VICUS CAPITAL 310.04%0.12%0.25%Q3 2016Q3 20186
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.16%0.21%0.26%Q2 2013Q3 20146
Aevitas Wealth Management, Inc. 660.06%0.19%0.32%Q4 2017Q1 20196
GUARDIAN INVESTMENT MANAGEMENT 660.72%0.77%0.86%Q1 2020Q2 20216
Outlook Wealth Advisors, LLC 510.08%0.40%0.72%Q4 2018Q3 20206
Weiss Asset Management LP 210.02%0.13%0.38%Q1 2019Q2 20236
Turiya Advisors Asia Ltd 313.03%19.27%41.78%Q4 2019Q3 20236
Ferris Capital, LLC 510.02%0.04%0.08%Q2 2017Q1 20196
Boltwood Capital Management 510.06%0.14%0.18%Q2 2014Q1 20186
Stellar Capital Management, LLC 660.16%0.18%0.19%Q1 2018Q2 20196
1919 Investment Counsel, LLC 660.16%0.17%0.21%Q2 2013Q3 20146
Watermark Asset Management, Inc. 660.00%0.01%0.01%Q1 2017Q2 20186
Johnson Financial Group, LLC 660.24%0.28%0.40%Q4 2016Q1 20186
Braver Wealth Management, LLC 660.06%0.37%0.63%Q1 2015Q2 20166
Resonant Capital Advisors, LLC 660.03%0.04%0.04%Q2 2022Q3 20236
QUATTRO FINANCIAL ADVISORS LLC 420.01%0.05%0.09%Q1 2018Q3 20196
Blue Trust, Inc. 660.02%0.03%0.04%Q2 2022Q3 20236
US FINANCIAL ADVISORS, LLC 660.02%0.23%0.48%Q4 2014Q1 20166
COMMUNITY BANK SYSTEM, INC. 660.02%0.08%0.32%Q2 2013Q3 20146
TFO Wealth Partners, LLC 410.00%0.00%0.00%Q2 2021Q3 20236
Covington Investment Advisors Inc. 664.22%4.91%5.75%Q2 2013Q3 20146
ARS Investment Partners, LLC 660.29%0.35%0.39%Q4 2016Q1 20186
CAAS CAPITAL MANAGEMENT LP 210.01%0.33%1.84%Q4 2020Q3 20236
Ergoteles LLC 310.03%0.36%1.57%Q3 2020Q1 20236
Point72 Europe (London) LLP 310.38%1.66%2.79%Q1 2017Q2 20236
ICICI Prudential Asset Management Co Ltd 661.00%1.92%3.11%Q4 2020Q1 20226
Bristol Advisors, LLC 410.35%0.76%1.40%Q4 2016Q1 20196
DUMONT & BLAKE INVESTMENT ADVISORS LLC 660.37%0.52%0.90%Q2 2013Q3 20146
Soltis Investment Advisors LLC 420.06%0.07%0.10%Q4 2019Q3 20236
MONTGOMERY INVESTMENT MANAGEMENT INC 420.16%0.37%0.79%Q2 2013Q1 20176
HC FINANCIAL ADVISORS INC 660.00%0.01%0.02%Q1 2020Q2 20216
Freedman Financial Associates, Inc. 660.03%0.03%0.03%Q4 2020Q1 20226
McAdams Wright Ragen, Inc. 660.08%0.12%0.17%Q2 2013Q3 20146
Aveo Capital Partners, LLC 410.04%0.05%0.12%Q4 2016Q3 20236
KMG FIDUCIARY PARTNERS, LLC 420.07%0.13%0.19%Q1 2019Q4 20226
CANTOR FITZGERALD, L. P. 660.34%0.44%0.49%Q2 2022Q3 20236
Interchange Capital Partners, LLC 410.13%0.26%0.40%Q4 2020Q3 20236
MUNDER CAPITAL MANAGEMENT 660.00%0.03%0.12%Q2 2013Q3 20146
SANBORN KILCOLLIN PARTNERS LLC 663.00%3.34%3.81%Q2 2013Q3 20146
KMS FINANCIAL SERVICES, INC 660.17%0.43%0.62%Q2 2013Q3 20146
SEI TRUST CO 660.20%0.30%0.39%Q2 2013Q3 20146
Gibraltar Capital Management, Inc. 660.20%0.28%0.35%Q1 2021Q2 20226
AustralianSuper Pty Ltd 660.68%1.88%3.71%Q4 2016Q1 20186
Thrive Capital Management, LLC 660.24%0.39%0.49%Q2 2022Q3 20236
Stone Ridge Asset Management LLC 660.02%0.29%0.48%Q3 2018Q4 20196
Wealthquest Corp 420.04%0.06%0.09%Q1 2019Q1 20226
Pinnacle Wealth Management Advisory Group, LLC 660.06%0.07%0.09%Q2 2022Q3 20236
TRIANGLE PEAK PARTNERS, LP 510.22%0.33%0.58%Q4 2013Q3 20156
MADISON WEALTH MANAGEMENT 660.05%0.10%0.14%Q4 2019Q1 20216
AlphaStar Capital Management, LLC 660.02%0.03%0.08%Q3 2021Q4 20226
Brightworth 330.08%0.45%0.84%Q3 2017Q3 20226
AIGEN INVESTMENT MANAGEMENT, LP 210.08%0.20%0.45%Q4 2019Q3 20236
Quad-Cities Investment Group, LLC 660.03%0.06%0.09%Q2 2018Q3 20196
Meridian Wealth Partners, LLC 660.01%0.02%0.02%Q4 2019Q1 20216
Kernodle & Katon Asset Management Group, LLC 660.01%0.03%0.04%Q4 2015Q1 20176
Lansing Street Advisors 660.03%0.06%0.12%Q1 2022Q2 20236
O'Dell Group, LLC 510.01%0.02%0.02%Q3 2021Q2 20236
REDW Wealth LLC 660.15%0.22%0.26%Q4 2016Q1 20186
IMC-Chicago, LLC 310.00%0.00%0.01%Q4 2019Q2 20236
Stifel Trust Company, N.A. 660.07%0.11%0.16%Q2 2013Q3 20146
DESTRIER CAPITAL MANAGEMENT LLC 664.73%8.89%13.09%Q2 2015Q3 20166
EHP Funds Inc. 660.05%0.18%0.58%Q1 2022Q2 20236
Bellwether Investment Group, LLC 510.20%0.78%1.25%Q2 2016Q4 20176
LOUNTZIS ASSET MANAGEMENT, LLC 660.09%0.09%0.10%Q2 2020Q3 20216
MOORE CAPITAL MANAGEMENT, LP 420.01%0.05%0.14%Q3 2013Q3 20166
Czech National Bank 660.36%0.42%0.49%Q3 2022Q4 20236
Syverson Strege & Co 660.00%0.00%0.01%Q4 2021Q1 20236
USA FINANCIAL FORMULAS 410.07%1.13%2.36%Q2 2015Q2 20176
Vivaldi Capital Management LP 510.00%0.26%1.06%Q1 2017Q3 20186
Infusive Asset Management Inc. 660.12%0.16%0.22%Q4 2020Q1 20226
NFC Investments, LLC 420.08%0.09%0.10%Q2 2016Q4 20176
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.21%0.34%0.63%Q2 2015Q3 20166
Meritage Group LP 513.13%5.15%7.14%Q2 2013Q2 20186
Phoenix Holdings Ltd. 660.03%0.67%1.83%Q3 2019Q4 20206
Empowered Funds, LLC 660.09%0.11%0.12%Q2 2022Q3 20236
JENSEN INVESTMENT MANAGEMENT INC 660.01%0.01%0.01%Q4 2014Q1 20166
McCarthy Asset Management, Inc. 660.04%0.04%0.04%Q4 2020Q1 20226
HERITAGE WEALTH MANAGEMENT, LLC 420.01%0.05%0.10%Q2 2021Q4 20226
Enlightenment Research, LLC 210.30%0.68%1.07%Q4 2018Q2 20226
Somerset Trust Co 510.01%0.94%1.33%Q4 2013Q1 20196
INTECH INVESTMENT MANAGEMENT LLC 660.06%0.10%0.15%Q2 2022Q3 20236
STEEL GROVE CAPITAL ADVISORS, LLC 210.03%0.04%0.05%Q1 2016Q3 20235
Newfound Research LLC 550.12%0.15%0.18%Q3 2021Q3 20225
Capital Advantage, Inc. 550.06%0.07%0.08%Q1 2016Q1 20175
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 320.01%0.49%2.25%Q4 2014Q4 20205
ANCORA FAMILY WEALTH ADVISORS, LLC 550.19%0.20%0.22%Q3 2015Q3 20165
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 550.14%0.77%1.13%Q3 2015Q3 20165
Boussard & Gavaudan Investment Management LLP 551.79%3.09%5.34%Q1 2017Q1 20185
Daniel Devine & Co 550.33%0.46%0.52%Q4 2014Q4 20155
Hikari Power Ltd 550.06%0.06%0.07%Q3 2015Q3 20165
Mendel Money Management 410.23%0.26%0.31%Q3 2014Q4 20175
Wakefield Asset Management LLLP 310.10%0.12%0.15%Q1 2019Q1 20235
Kaizen Advisory, LLC 550.09%0.15%0.20%Q4 2017Q4 20185
Horan Securities, Inc. 410.00%0.03%0.05%Q2 2019Q2 20235
Crescent Capital Consulting, LLC 550.30%0.38%0.45%Q4 2020Q4 20215
Independence Advisors, LLC 320.10%0.10%0.11%Q2 2016Q3 20175
Delphi Private Advisors LLC 550.03%0.05%0.07%Q4 2015Q4 20165
PATTON FUND MANAGEMENT, INC. 550.27%0.54%0.75%Q1 2022Q1 20235
Blume Capital Management, Inc. 310.01%0.02%0.06%Q4 2014Q3 20235
Parkside Advisors LLC 550.17%0.21%0.26%Q4 2022Q4 20235
Horan Capital Advisors, LLC. 210.04%0.04%0.06%Q3 2017Q3 20205
Blackhawk Capital Partners LLC. 320.03%0.52%1.28%Q4 2017Q2 20205
Blue Granite Capital, LLC 550.06%0.46%0.76%Q4 2016Q4 20175
East Coast Asset Management, LLC. 550.03%0.10%0.17%Q4 2012Q4 20135
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 550.05%0.08%0.12%Q2 2013Q2 20145
ICONIQ Capital, LLC 550.08%0.10%0.11%Q4 2017Q4 20185
BTG Pactual Global Asset Management Ltd 310.05%1.47%3.38%Q2 2014Q3 20195
Redmond Asset Management, LLC 550.12%0.33%0.44%Q2 2013Q2 20145
Nine Chapters Capital Management LLC 310.05%0.33%0.71%Q2 2013Q2 20155
Buckingham Capital Management, Inc. 550.13%0.17%0.20%Q2 2017Q2 20185
Court Place Advisors, LLC 310.08%0.09%0.10%Q1 2017Q1 20195
Alpha Wave Global, LP 553.80%5.06%5.96%Q3 2017Q3 20185
Baltimore-Washington Financial Advisors, Inc. 550.01%0.01%0.02%Q1 2014Q1 20155
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 310.00%0.60%2.93%Q2 2013Q3 20235
Smith & Howard Wealth Management, LLC 320.00%0.04%0.10%Q2 2013Q2 20175
National Mutual Insurance Federation of Agricultural Cooperatives 550.04%0.13%0.17%Q2 2013Q2 20145
V2 Capital, LLC 552.62%2.71%2.78%Q4 2013Q4 20145
Monument Capital Management 110.00%0.06%0.09%Q3 2018Q3 20235
Aries Wealth Management 410.16%0.20%0.25%Q4 2017Q1 20195
Wilmington Trust, National Association 550.66%0.69%0.72%Q2 2013Q2 20145
55I, LLC 550.01%0.02%0.05%Q3 2021Q3 20225
CAPITAL WEALTH MANAGEMENT, LLC 210.18%0.24%0.34%Q4 2017Q2 20195
NORTHSTAR CAPITAL MANAGEMENT LLC 320.03%0.04%0.05%Q4 2017Q3 20195
Strategic Capital Group LLC 550.07%0.11%0.16%Q2 2013Q2 20145
Biltmore Family Office, LLC 410.12%1.04%2.31%Q4 2017Q3 20195
FDO Partners, LLC 210.21%0.42%1.02%Q1 2016Q4 20175
Autus Asset Management, LLC 320.07%0.12%0.17%Q2 2013Q3 20145
WELD CAPITAL MANAGEMENT LLC 210.08%0.30%0.64%Q4 2018Q2 20215
Chicago Capital, LLC 550.01%0.02%0.03%Q2 2018Q2 20195
Axiom Investment Management LLC 310.08%0.16%0.22%Q4 2018Q3 20225
Smart Portfolios, LLC 550.02%0.03%0.04%Q1 2018Q1 20195
JGP Wealth Management, LLC 550.08%0.09%0.10%Q2 2018Q2 20195
Gateway Advisory, LLC 550.08%0.43%0.71%Q1 2017Q1 20185
Hanlon Investment Management, Inc. 320.34%0.40%0.44%Q4 2015Q1 20175
WealthOne, LLC 210.06%0.11%0.13%Q4 2018Q2 20215
SlateStone Wealth, LLC 410.03%0.05%0.06%Q2 2022Q3 20235
JCIC Asset Management Inc. 320.00%0.01%0.02%Q2 2013Q2 20185
EMERGING SOVEREIGN GROUP LLC 410.74%5.23%9.66%Q2 2013Q4 20175
Stillwater Capital Advisors, LLC 550.09%0.09%0.10%Q4 2013Q4 20145
FinTrust Investment Advisory Services, LLC 320.22%0.37%0.59%Q2 2013Q1 20185
TWINBEECH CAPITAL LP 210.05%0.54%1.08%Q2 2020Q1 20235
Core Wealth Advisors, Inc. 410.00%0.01%0.01%Q1 2020Q3 20235
HERMES INVESTMENT MANAGEMENT LTD 550.03%0.05%0.07%Q2 2013Q2 20145
Jasper Ridge Partners, L.P. 550.04%0.05%0.05%Q2 2013Q2 20145
tru Independence LLC 550.00%0.10%0.18%Q4 2019Q4 20205
Eagle Ridge Investment Management 310.04%0.16%0.38%Q2 2013Q1 20235
Relyea Zuckerberg Hanson LLC 410.06%0.09%0.21%Q4 2019Q3 20235
General Partner, Inc. 550.46%0.48%0.53%Q4 2022Q4 20235
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.02%0.07%0.13%Q2 2015Q3 20215
Stonebridge Financial Planning Group, LLC 550.04%0.05%0.06%Q4 2019Q4 20205
Wilmington Trust Investment Management, LLC 550.51%0.58%0.68%Q2 2013Q2 20145
IndexIQ Advisors LLC 410.10%0.12%0.14%Q1 2019Q1 20225
FNY Managed Accounts LLC 310.06%0.10%0.14%Q3 2015Q1 20185
RTD Financial Advisors, Inc. 550.04%0.04%0.04%Q4 2021Q4 20225
Aaron Wealth Advisors LLC 410.01%0.03%0.04%Q1 2022Q3 20235
MEITAV INVESTMENT HOUSE LTD 210.00%0.02%0.07%Q4 2017Q2 20235
TrueWealth Advisors, LLC 550.10%0.12%0.15%Q2 2022Q2 20235
Laurel Wealth Planning LLC 550.01%0.01%0.01%Q3 2021Q3 20225
ACT Advisors, LLC. 550.19%0.20%0.20%Q4 2020Q4 20215
Opal Wealth Advisors, LLC 410.13%0.16%0.19%Q2 2022Q3 20235
Curi Wealth Management, LLC 310.02%0.04%0.07%Q4 2020Q4 20225
CenterBook Partners LP 320.10%0.39%0.73%Q2 2022Q3 20235
Heritage Investment Group, Inc. 550.09%0.18%0.23%Q4 2021Q4 20225
Strategic Asset Management, LLC 550.07%0.34%0.51%Q3 2021Q3 20225
STUDIO INVESTMENT MANAGEMENT LLC 550.01%0.01%0.01%Q3 2022Q3 20235
DGS Capital Management, LLC 550.18%0.21%0.28%Q1 2022Q1 20235
CoreCap Advisors, LLC 550.05%0.08%0.10%Q4 2021Q4 20225
Harrison & Co Wealth Management, LLC 550.81%0.87%0.94%Q4 2021Q4 20225
Cassady Schiller Wealth Management, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
NEIRG Wealth Management, LLC 550.78%1.25%1.48%Q2 2022Q2 20235
New Millennium Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Operose Advisors LLC 550.01%0.03%0.06%Q3 2022Q3 20235
Paradigm Capital Management, LLC/NV 550.66%0.83%1.15%Q4 2021Q4 20225
First International Bank & Trust 550.13%0.18%0.20%Q3 2022Q3 20235
Corton Capital Inc. 410.22%0.44%0.59%Q2 2022Q3 20235
Red Tortoise LLC 410.00%0.01%0.02%Q3 2021Q3 20235
Gibson Wealth Advisors LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Carroll Investors, Inc 320.05%0.15%0.26%Q4 2021Q1 20235
SBK Financial, Inc. 550.89%1.33%1.68%Q4 2021Q4 20225
Global Wealth Strategies & Associates 550.02%0.03%0.03%Q4 2022Q4 20235
COMPASS FINANCIAL ADVISORS LLC 320.22%0.26%0.29%Q4 2021Q1 20235
Fortitude Advisory Group L.L.C. 320.11%0.16%0.20%Q4 2021Q1 20235
Balboa Wealth Partners 550.08%0.10%0.12%Q3 2022Q3 20235
First Washington CORP 550.44%0.52%0.64%Q2 2013Q2 20145
Dakota Community Bank & Trust NA 551.73%1.76%1.83%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.22%0.27%0.32%Q3 2022Q3 20235
Colonial Trust Co / SC 550.02%0.03%0.04%Q3 2022Q3 20235
Paragon Capital Management LLC 210.04%0.07%0.12%Q2 2013Q1 20205
B.O.S.S. Retirement Advisors, LLC 550.49%0.60%0.72%Q4 2022Q4 20235
ROMANO BROTHERS AND COMPANY 550.06%0.09%0.12%Q3 2022Q3 20235
ALPHASIMPLEX GROUP, LLC 550.27%0.39%0.48%Q4 2020Q4 20215
EXCELSIA, INC. 552.89%3.11%3.47%Q2 2013Q2 20145
Numeric Investors LLC 210.01%0.03%0.10%Q1 2014Q3 20175
FIRST HORIZON CORP 410.42%0.51%0.79%Q2 2013Q2 20215
Aris Wealth Services, Inc. 320.05%0.33%0.80%Q3 2013Q3 20155
WINMILL & CO. INC 550.84%1.06%1.23%Q3 2019Q3 20205
Allen Investment Management, LLC 550.01%0.01%0.01%Q1 2019Q1 20205
VALLEY NATIONAL BANCORP 550.98%1.20%1.26%Q4 2013Q4 20145
Li Winifred I 410.01%0.03%0.07%Q2 2013Q4 20145
TSP Capital Management Group, LLC 550.11%0.12%0.12%Q2 2013Q2 20145
U S GLOBAL INVESTORS INC 550.03%0.04%0.06%Q3 2013Q3 20145
GEORGE KAISER FAMILY FOUNDATION 550.18%0.20%0.21%Q1 2014Q1 20155
TITLEIST CAPITAL, LLC 550.10%0.20%0.26%Q4 2021Q4 20225
SOMERVILLE KURT F 550.08%0.09%0.10%Q4 2014Q4 20155
GAMCO INVESTORS, INC. ET AL 320.01%0.02%0.02%Q2 2013Q3 20235
BANKERS TRUST CO 550.34%0.81%1.28%Q2 2013Q2 20145
WESTFIELD CAPITAL MANAGEMENT CO LP 550.01%0.72%0.95%Q2 2017Q2 20185
ARGENT TRUST COMPANY, N.A. 550.12%0.13%0.16%Q2 2013Q2 20145
BLUEFIN CAPITAL MANAGEMENT, LLC 210.00%0.09%0.34%Q3 2020Q4 20215
AMICA PENSION FUND BOARD OF TRUSTEES 550.41%0.49%0.69%Q4 2017Q4 20185
NORTHPOINTE CAPITAL LLC 320.16%0.53%1.15%Q4 2016Q1 20195
LATHROP INVESTMENT MANAGEMENT CORP 410.07%0.10%0.12%Q2 2013Q1 20195
CAXTON ASSOCIATES LP 210.04%0.12%0.18%Q2 2016Q3 20205
KENSICO CAPITAL MANAGEMENT CORP 551.41%2.42%3.08%Q2 2013Q2 20145
BARRETT & COMPANY, INC. 550.02%0.02%0.02%Q3 2022Q3 20235
SMITH ASSET MANAGEMENT GROUP LP 320.00%0.16%0.50%Q2 2014Q4 20155
SPOT TRADING L.L.C. 220.02%0.15%0.26%Q2 2017Q3 20175
ORBIS HOLDINGS LTD 550.06%0.59%1.21%Q1 2014Q1 20155
SIMMONS FIRST TRUST CO NA 550.12%0.14%0.22%Q4 2014Q4 20155
WILMINGTON TRUST CO 550.65%0.70%0.81%Q2 2013Q2 20145
BB&T INVESTMENT SERVICES, INC. 550.67%0.92%1.20%Q4 2016Q4 20175
Wilmington Funds Management Corp 550.30%0.43%0.66%Q2 2013Q2 20145
KELLY LAWRENCE W & ASSOCIATES INC/CA 410.03%0.04%0.06%Q4 2014Q3 20235
GLOBEFLEX CAPITAL L P 550.00%0.00%0.00%Q2 2013Q2 20145
DROMS STRAUSS ADVISORS INC /MO/ /ADV 550.37%0.39%0.43%Q3 2022Q3 20235
CHECK CAPITAL MANAGEMENT INC/CA 550.02%0.02%0.03%Q3 2014Q3 20155
Lebenthal Asset Management, LLC 550.43%0.53%0.70%Q1 2016Q1 20175
True North Advisors, LLC 210.05%0.07%0.07%Q4 2019Q3 20235
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Gupta Wealth Management LLC 550.01%0.08%0.11%Q1 2015Q1 20165
Park Avenue Institutional Advisers LLC 550.67%0.77%0.85%Q2 2015Q2 20165
Swedbank 410.00%0.10%0.13%Q1 2014Q3 20155
Financial Enhancement Group LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Alliance Wealth Advisors, LLC /UT 440.22%0.25%0.28%Q4 2022Q3 20234
Fee-Only Financial Planning, L.C. 440.70%0.73%0.79%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.42%0.45%0.52%Q4 2022Q3 20234
Corient Private Wealth LLC 440.09%0.11%0.12%Q4 2022Q3 20234
Cypress Capital, LLC 310.00%0.01%0.03%Q4 2020Q1 20224
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 440.91%0.94%0.98%Q4 2022Q3 20234
LYELL WEALTH MANAGEMENT, LP 440.24%0.30%0.36%Q4 2016Q3 20174
FSM Wealth Advisors, LLC 440.12%0.14%0.15%Q4 2022Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.06%0.08%0.09%Q4 2017Q3 20184
Community Financial Services Group, LLC 310.00%0.00%0.02%Q1 2014Q2 20154
Ruedi Wealth Management, Inc. 440.03%0.04%0.05%Q4 2022Q3 20234
JUMP TRADING, LLC 310.02%0.22%0.43%Q2 2019Q2 20204
Capital Group Investment Management Pte. Ltd. 441.18%1.32%1.42%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.22%0.22%0.22%Q4 2022Q3 20234
Amplius Wealth Advisors, LLC 440.05%0.07%0.08%Q4 2021Q3 20224
MQS Management LLC 210.21%0.43%0.57%Q4 2021Q1 20234
Delphia (USA) Inc. 440.45%0.60%0.74%Q2 2022Q1 20234
Benchmark Financial Wealth Advisors, LLC 440.10%0.15%0.18%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.04%0.04%0.05%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.76%0.80%0.86%Q4 2022Q3 20234
WealthPlan Investment Management, LLC 310.01%0.02%0.02%Q1 2022Q1 20234
Soros Fund Management 110.01%0.33%1.19%Q4 2015Q4 20184
Eisler Capital (US) LLC 220.01%0.03%0.04%Q1 2023Q2 20234
EPACRIA CAPITAL PARTNERS, LLC 445.35%5.75%6.14%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.41%0.44%0.46%Q4 2022Q3 20234
Elephas Investment Management Ltd 441.93%4.93%7.32%Q1 2019Q4 20194
CHARTWELL INVESTMENT PARTNERS/PA 440.25%0.30%0.33%Q2 2013Q1 20144
Kepos Capital LP 310.19%0.44%0.54%Q3 2017Q1 20194
MILESTONE WEALTH, LLC 440.05%0.05%0.06%Q4 2021Q3 20224
Asset Allocation Strategies LLC 440.15%0.35%0.87%Q4 2022Q3 20234
AFT, FORSYTH & COMPANY, INC. 220.22%0.24%0.26%Q2 2013Q1 20184
Fortune 45 LLC 440.23%0.30%0.35%Q3 2022Q2 20234
Steigerwald, Gordon & Koch Inc. 440.07%0.08%0.09%Q4 2016Q3 20174
SageView Advisory Group, LLC 440.08%0.10%0.13%Q4 2022Q3 20234
Good Harbor Financial, LLC 440.04%0.05%0.08%Q4 2014Q3 20154
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 440.22%0.29%0.34%Q1 2015Q4 20154
B. Metzler seel. Sohn & Co. Holding AG 440.03%0.06%0.09%Q4 2020Q3 20214
Signature Wealth Management Group 440.01%0.01%0.02%Q4 2017Q3 20184
Steward Financial Group LLC 210.00%0.10%0.26%Q4 2021Q2 20234
DUALITY ADVISERS, LP 310.25%0.48%0.60%Q1 2022Q3 20234
HARBOR CAPITAL ADVISORS, INC. 440.45%0.53%0.70%Q1 2023Q4 20234
Lineweaver Wealth Advisors, LLC 440.07%0.09%0.10%Q1 2022Q4 20224
AGF MANAGEMENT LTD 440.42%0.45%0.48%Q4 2022Q3 20234
GREENUP STREET WEALTH MANAGEMENT LLC 220.33%0.50%0.60%Q4 2021Q3 20234
CCM INVESTMENT ADVISERS LLC 440.06%0.34%0.44%Q2 2013Q1 20144
NBW CAPITAL LLC 440.05%0.05%0.06%Q4 2022Q3 20234
NCM Capital Management, LLC 310.13%0.16%0.20%Q4 2021Q4 20224
PayPay Securities Corp 440.13%0.26%0.46%Q4 2022Q3 20234
Spartan Planning & Wealth Management 210.00%0.08%0.17%Q1 2022Q3 20234
Insight Wealth Strategies, LLC 310.03%0.04%0.04%Q4 2019Q1 20214
VisionPoint Advisory Group, LLC 440.21%0.71%1.13%Q4 2022Q3 20234
ELEFANTE MICHAEL B 440.01%0.02%0.02%Q1 2014Q4 20144
Systematic Alpha Investments, LLC 310.01%0.01%0.01%Q3 2021Q3 20234
OLD DOMINION CAPITAL MANAGEMENT INC 210.07%0.07%0.08%Q3 2018Q4 20194
CEDAR HILL ASSOCIATES, LLC 440.15%0.18%0.20%Q3 2017Q2 20184
LEVEL FOUR FINANCIAL, LLC 440.26%0.29%0.31%Q4 2020Q3 20214
GRASSI INVESTMENT MANAGEMENT LLC 440.77%0.82%0.84%Q2 2013Q1 20144
WHITE PINE CAPITAL LLC 440.24%0.32%0.44%Q2 2013Q1 20144
STRATEGIC WEALTH MANAGEMENT INC 440.52%0.58%0.64%Q3 2014Q2 20154
Aspen Grove Capital, LLC 440.15%0.18%0.24%Q4 2022Q3 20234
Legacy Bridge, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
RGT Wealth Advisors, LLC 310.13%0.16%0.18%Q3 2016Q3 20174
Phoenix Wealth Advisors 440.03%0.03%0.04%Q4 2020Q3 20214
Moon Capital Management, LLC 442.31%2.50%2.86%Q3 2013Q2 20144
Hamilton Capital, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Aquatic Capital Management LLC 310.47%0.94%1.91%Q3 2022Q3 20234
NEW ENGLAND ASSET MANAGEMENT INC 440.00%0.00%0.00%Q3 2021Q2 20224
Per Stirling Capital Management, LLC. 440.09%0.10%0.10%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.19%0.23%0.26%Q4 2022Q3 20234
Hayden Royal, LLC 210.22%0.38%0.76%Q4 2018Q1 20204
McAdam, LLC 310.02%0.08%0.24%Q4 2016Q3 20184
Sanibel Captiva Investment Advisers, Inc. 442.18%2.70%3.19%Q1 2013Q4 20134
Strategic Capital Alternatives LLC 310.08%0.08%0.09%Q3 2014Q3 20154
Beirne Wealth Consulting Services, LLC 440.33%0.40%0.49%Q4 2018Q3 20194
Welch Investments, LLC 440.07%0.08%0.09%Q1 2017Q4 20174
LWM Advisory Services, LLC 440.37%0.50%0.61%Q4 2021Q3 20224
KAYS FINANCIAL ADVISORY CORP /ADV 440.06%0.08%0.10%Q1 2017Q4 20174
WILKINS INVESTMENT COUNSEL INC 440.08%0.09%0.09%Q1 2014Q4 20144
First Bancorp, Inc /ME/ 440.18%0.21%0.22%Q4 2022Q3 20234
Pinnacle Holdings, LLC 110.02%0.03%0.06%Q2 2015Q2 20224
MAPLE SECURITIES USA INC 210.02%0.06%0.14%Q3 2013Q2 20154
Bank OZK 210.09%0.15%0.22%Q3 2013Q3 20174
HUTCHENS INVESTMENT MANAGEMENT INC 310.00%0.63%1.26%Q4 2014Q4 20174
PERRITT CAPITAL MANAGEMENT INC 440.05%0.05%0.05%Q4 2022Q3 20234
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 440.10%0.12%0.14%Q2 2013Q1 20144
ROVIN CAPITAL /UT/ /ADV 440.19%0.28%0.34%Q4 2021Q3 20224
Sterling Financial Planning, Inc. 440.02%0.02%0.02%Q4 2020Q3 20214
Indices-Pac Research Corp. 440.82%1.35%2.12%Q2 2013Q1 20144
BEECHER INVESTORS INC 440.88%1.01%1.15%Q4 2021Q3 20224
WCM INVESTMENT MANAGEMENT, LLC 440.05%0.11%0.29%Q1 2013Q4 20134
EII CAPITAL MANAGEMENT, INC. 440.01%0.01%0.02%Q3 2019Q2 20204
OVERSEA-CHINESE BANKING Corp Ltd 440.02%0.03%0.05%Q4 2022Q3 20234
SAC Capital Advisors LP 440.01%0.01%0.02%Q2 2013Q1 20144
Ahrens Investment Partners LLC 310.05%0.06%0.08%Q4 2021Q1 20234
RPG Investment Advisory, LLC 440.00%0.00%0.01%Q3 2017Q2 20184
Alpha Family Trust 440.28%0.32%0.38%Q4 2022Q3 20234
Value Partners Investments Inc. 440.10%0.15%0.17%Q1 2021Q4 20214
GTS SECURITIES LLC 220.01%0.01%0.01%Q2 2023Q3 20234
Golden State Equity Partners 310.09%0.13%0.17%Q2 2021Q3 20234
Kalos Management, Inc. 210.02%0.05%0.07%Q4 2015Q4 20214
Eclectica Asset Management LLP 312.41%6.08%7.68%Q4 2013Q1 20154
MONEY CONCEPTS CAPITAL CORP 440.01%0.02%0.03%Q1 2022Q4 20224
Spectrum Financial Alliance Ltd LLC 440.02%0.02%0.03%Q1 2018Q4 20184
DC Investments Management, LLC 110.10%0.25%0.47%Q4 2017Q4 20214
F&C Asset Management plc 440.59%0.87%1.16%Q2 2013Q1 20144
DSAM Partners (London) Ltd 440.56%4.17%6.66%Q2 2017Q1 20184
STONNINGTON GROUP, LLC 310.03%0.06%0.09%Q3 2021Q4 20224
CATAPULT CAPITAL MANAGEMENT LLC 220.05%0.29%0.45%Q3 2013Q2 20154
Stux Capital Management, LLC 440.14%0.17%0.19%Q2 2013Q1 20144
S&T BANK/PA 310.04%0.04%0.05%Q3 2013Q4 20174
CALDWELL SUTTER CAPITAL, INC. 440.14%0.16%0.18%Q4 2022Q3 20234
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.65%0.79%0.96%Q2 2021Q1 20224
PGIM Custom Harvest LLC 440.01%0.02%0.02%Q4 2020Q3 20214
Mn Services Vermogensbeheer B.V. 440.71%0.78%0.83%Q1 2016Q4 20164
Hollow Brook Wealth Management LLC 310.08%0.11%0.18%Q3 2013Q1 20174
Salient Private Client, LLC 440.98%1.24%1.48%Q4 2017Q3 20184
LILLEY & CO 440.13%0.16%0.17%Q2 2013Q1 20144
Winton Capital Management Ltd 440.11%0.20%0.29%Q2 2013Q1 20144
Y-Intercept (Hong Kong) Ltd 210.06%0.19%0.38%Q4 2020Q3 20224
WestEnd Advisors, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Aurora Private Wealth, Inc. 310.02%0.07%0.10%Q2 2021Q2 20224
AMF Tjanstepension AB 440.12%0.14%0.15%Q4 2014Q3 20154
Litman Gregory Wealth Management LLC 440.01%0.01%0.02%Q4 2018Q3 20194
GQ Asset Management, LLC 440.34%0.44%0.59%Q1 2019Q4 20194
BlueCrest Capital Management LLP 440.02%0.09%0.19%Q3 2013Q2 20144
Parcion Private Wealth LLC 310.02%0.02%0.02%Q2 2021Q4 20224
GlobalBridge, Inc. 440.12%0.15%0.18%Q2 2013Q1 20144
WealthStone, Inc. 310.08%0.18%0.41%Q2 2019Q1 20214
White Elm Capital, LLC 441.29%2.32%3.79%Q3 2018Q2 20194
GLOBE LIFE INC. 440.49%0.82%0.97%Q2 2013Q1 20144
Granite Investment Advisors, LLC 440.04%0.05%0.06%Q2 2017Q1 20184
CG Asset Management LLC 440.08%0.09%0.10%Q1 2016Q4 20164
INFRASTRUCTURE CAPITAL ADVISORS, LLC 310.03%0.06%0.12%Q1 2022Q3 20234
CAPE ANN SAVINGS BANK 310.28%0.31%0.34%Q4 2016Q4 20174
WoodTrust Financial Corp 441.54%1.57%1.60%Q4 2017Q3 20184
SUFFOLK CAPITAL MANAGEMENT LLC 441.25%1.48%1.72%Q2 2017Q1 20184
BBT Capital Management, LLC 310.02%0.14%0.47%Q2 2013Q4 20184
STANSBERRY ASSET MANAGEMENT, LLC 440.14%0.19%0.22%Q4 2017Q3 20184
Aspen Investment Management Inc 440.14%0.16%0.18%Q2 2013Q1 20144
Kinsale Capital Group, Inc. 440.35%0.91%1.24%Q4 2022Q3 20234
Eastover Investment Advisors LLC 210.11%0.13%0.16%Q4 2020Q4 20224
440 INVESTMENT GROUP, LLC 440.42%0.82%1.36%Q1 2017Q4 20174
Nicollet Investment Management, Inc. 441.09%1.32%1.60%Q4 2017Q3 20184
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.02%0.05%0.06%Q4 2020Q3 20234
Slocum, Gordon & Co LLP 440.11%0.12%0.14%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 440.08%0.09%0.09%Q1 2016Q4 20164
Petrus Trust Company, LTA 110.03%0.04%0.05%Q3 2019Q1 20234
Farther Finance Advisors, LLC 440.03%0.08%0.15%Q4 2022Q3 20234
First County Bank /CT/ 441.62%1.84%2.00%Q4 2022Q3 20234
Morningstar Investment Management LLC 440.11%0.14%0.21%Q4 2022Q3 20234
3Chopt Investment Partners, LLC 440.85%0.97%1.32%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.04%0.05%0.06%Q2 2022Q3 20234
FLYNN ZITO CAPITAL MANAGEMENT, LLC 440.14%0.20%0.25%Q3 2022Q2 20234
KLR INVESTMENT ADVISORS, LLC 440.45%0.47%0.48%Q4 2022Q3 20234
Optas, LLC 210.06%0.08%0.08%Q3 2020Q1 20234
LUTS & GREENLEIGH GROUP, INC 440.94%1.00%1.04%Q4 2022Q3 20234
Better Money Decisions, LLC 310.01%0.02%0.03%Q1 2021Q2 20224
Nalls Sherbakoff Group, LLC 310.00%0.01%0.02%Q4 2018Q3 20234
Amerigo Asset Management 4419.68%25.93%32.03%Q2 2017Q1 20184
Lakewood Asset Management LLC 440.45%0.47%0.48%Q4 2022Q3 20234
Capitolis Advisors LLC 220.00%0.12%0.21%Q4 2020Q4 20214
Elkhorn Investments, LLC 440.87%0.94%1.09%Q1 2017Q4 20174
ACAS, LLC 440.29%0.31%0.33%Q1 2021Q4 20214
Foundation Wealth Management, LLC 440.90%0.95%1.00%Q4 2022Q3 20234
Cravens & Co Advisors, LLC 440.76%0.77%0.78%Q4 2022Q3 20234
Investure, LLC 442.46%3.56%4.59%Q1 2022Q4 20224
Kapstone Financial Advisors LLC 440.35%0.36%0.37%Q4 2022Q3 20234
Koss-Olinger Consulting, LLC 440.03%0.03%0.03%Q2 2021Q1 20224
True Wealth Design, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
CIC Wealth, LLC 440.35%0.42%0.53%Q4 2022Q3 20234
Park Place Capital Corp 440.59%0.61%0.62%Q4 2022Q3 20234
Port Capital LLC 440.03%0.05%0.06%Q4 2017Q3 20184
DUDLEY CAPITAL MANAGEMENT, LLC 440.96%1.02%1.11%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.11%0.16%0.27%Q4 2022Q3 20234
Union Heritage Capital, LLC 440.64%0.65%0.67%Q1 2021Q4 20214
Beverly Hills Private Wealth, LLC 441.30%1.40%1.53%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.08%0.09%0.11%Q4 2022Q3 20234
Regency Capital Management Inc.\DE 310.00%0.01%0.03%Q1 2021Q1 20224
Tanglewood Legacy Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
GARRISON POINT ADVISORS, LLC 440.23%0.25%0.28%Q4 2018Q3 20194
LEGACY FINANCIAL GROUP, INC. 440.16%0.17%0.19%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.02%Q4 2018Q4 20194
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
VIAWEALTH, LLC 440.60%0.67%0.74%Q4 2022Q3 20234
Pineno Levin & Ford Asset Management, Inc. 310.10%0.23%0.30%Q1 2015Q2 20174
Applied Capital LLC/FL 441.55%1.62%1.72%Q4 2022Q3 20234
Quarry LP 440.00%0.07%0.20%Q4 2022Q3 20234
GeoWealth Management, LLC 310.01%0.04%0.07%Q3 2019Q3 20234
SAWGRASS ASSET MANAGEMENT LLC 440.02%0.03%0.03%Q2 2013Q1 20144
FIRST NEW YORK SECURITIES LLC /NY 210.00%0.05%0.13%Q3 2014Q3 20164
LGT Financial Advisors LLC 440.37%0.49%0.65%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.22%0.26%0.28%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.31%0.33%0.35%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.09%0.09%0.11%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.05%0.05%0.05%Q4 2022Q3 20234
DOVER ADVISORS, LLC 441.09%1.24%1.41%Q4 2022Q3 20234
TOWER TRUST Co 440.65%0.69%0.76%Q2 2013Q1 20144
Richard W. Paul & Associates, LLC 440.37%0.43%0.54%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 440.16%0.24%0.30%Q4 2022Q3 20234
CAPITAL GROWTH MANAGEMENT LP 111.94%3.20%4.30%Q3 2019Q3 20224
Redwood Wealth Management Group, LLC 440.36%0.39%0.43%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
ASTURIAS CAPITAL LLC 443.66%5.26%7.40%Q2 2017Q1 20184
Cassaday & Co Wealth Management LLC 440.03%0.04%0.04%Q4 2022Q3 20234
XTX Topco Ltd 110.04%0.21%0.46%Q3 2021Q2 20234
VitalStone Financial, LLC 440.00%0.02%0.03%Q4 2022Q3 20234
Kennon-Green & Company, LLC 445.57%6.03%7.10%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Nordwand Advisors, LLC 440.01%0.04%0.15%Q4 2022Q3 20234
MANCHESTER FINANCIAL INC 310.00%0.01%0.02%Q2 2019Q2 20204
Register Financial Advisors LLC 440.01%0.10%0.20%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.70%0.82%1.06%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SP Asset Management LLC 440.75%0.84%0.97%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.33%0.40%0.48%Q4 2022Q3 20234
New Hampshire Trust 440.20%0.21%0.22%Q4 2022Q3 20234
JDM Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.22%0.29%0.38%Q4 2022Q3 20234
Concentrum Wealth Management 440.18%0.23%0.29%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.12%0.14%0.16%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
RFP Financial Group LLC 440.02%0.17%0.24%Q4 2022Q3 20234
C Partners Holding GmbH 440.04%0.08%0.11%Q4 2017Q3 20184
FCA CORP /TX 110.08%0.10%0.15%Q3 2013Q2 20193
Single Point Partners, LLC 330.06%0.07%0.07%Q2 2022Q4 20223
BALESTRA CAPITAL LTD. 330.84%6.95%10.41%Q2 2013Q4 20133
Ten Capital Wealth Advisors, LLC 210.00%0.00%0.01%Q2 2021Q3 20223
Sage Mountain Advisors LLC 330.04%0.04%0.04%Q1 2023Q3 20233
ENGINE NO. 1 LLC 330.14%0.18%0.21%Q2 2021Q4 20213
Bay Rivers Group 210.21%0.36%0.64%Q4 2019Q3 20203
BCS Wealth Management 330.16%0.21%0.23%Q4 2019Q2 20203
CBIZ Investment Advisory Services, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
OPTIONS SOLUTIONS, LLC 210.27%0.28%0.29%Q4 2022Q3 20233
Fiduciary Planning LLC 330.02%0.02%0.02%Q3 2020Q1 20213
Alpha DNA Investment Management LLC 210.04%0.27%0.72%Q4 2020Q3 20233
Altus Wealth Group LLC 330.07%0.18%0.24%Q4 2020Q2 20213
Candlestick Capital Management LP 211.76%2.17%2.49%Q4 2019Q2 20223
Elk River Wealth Management, LLC 110.05%0.05%0.05%Q2 2021Q4 20223
Sensato Investors LLC 110.89%1.54%2.63%Q1 2016Q3 20173
B & T Capital Management DBA Alpha Capital Management 331.05%1.06%1.09%Q3 2019Q1 20203
COWA, LLC 210.01%0.07%0.11%Q4 2020Q3 20223
WAYCROSS PARTNERS, LLC 330.08%0.08%0.08%Q4 2020Q2 20213
GARDNER LEWIS ASSET MANAGEMENT L P 330.52%0.72%0.82%Q1 2023Q3 20233
COLLECTIVE FAMILY OFFICE LLC 330.14%0.16%0.20%Q4 2020Q2 20213
TRADITION ASSET MANAGEMENT LLC 330.14%0.14%0.14%Q2 2019Q4 20193
Kehrs Ridge Capital,LLC 113.21%4.41%5.56%Q4 2019Q2 20213
Boundary Creek Advisors LP 331.31%6.09%13.58%Q2 2021Q4 20213
Man Investments Ltd 330.04%0.14%0.24%Q4 2013Q2 20143
Atwater Malick LLC 210.16%0.18%0.22%Q1 2019Q4 20193
O'Brien Greene & Co. Inc 330.10%0.11%0.11%Q4 2020Q2 20213
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Knuff & Co LLC 330.02%0.03%0.03%Q4 2018Q2 20193
OSTRUM ASSET MANAGEMENT 330.25%0.26%0.28%Q1 2023Q3 20233
BT Wealth Management LLC 330.12%0.14%0.17%Q4 2018Q2 20193
Randolph Co Inc 330.88%0.99%1.09%Q2 2017Q4 20173
Advisor OS, LLC 210.05%0.11%0.22%Q4 2022Q3 20233
Artemis Wealth Advisors, LLC 210.02%0.02%0.02%Q4 2016Q4 20193
Benedetti & Gucer, Inc. 330.13%0.14%0.17%Q4 2022Q2 20233
Shulman DeMeo Asset Management LLC 330.08%0.09%0.10%Q1 2019Q3 20193
Planning Solutions Group LLC 330.25%0.27%0.30%Q4 2018Q2 20193
Opes Wealth Management LLC 210.07%0.08%0.09%Q4 2021Q3 20233
MONTAGE INVESTMENTS, LLC 330.44%0.53%0.60%Q1 2016Q3 20163
Hutner Daniel Ellsworth 334.33%4.55%4.68%Q4 2015Q2 20163
Personal Wealth Partners 330.00%0.00%0.00%Q2 2019Q4 20193
Householder Group Estate & Retirement Specialist, LLC 110.06%0.07%0.09%Q3 2022Q3 20233
Activest Wealth Management 330.00%0.00%0.00%Q1 2023Q3 20233
Taika Capital, LP 331.75%2.64%3.68%Q1 2023Q3 20233
EASTERLY INVESTMENT PARTNERS LLC 330.01%0.05%0.07%Q4 2019Q2 20203
STERNE AGEE GROUP, INC. 210.12%0.28%0.37%Q2 2013Q1 20153
Wayfinding Financial, LLC 330.17%0.21%0.27%Q1 2023Q3 20233
SAYBROOK CAPITAL /NC 330.76%0.82%0.86%Q2 2013Q4 20133
Portfolio Strategies, Inc. 330.02%0.04%0.05%Q4 2017Q2 20183
B&D White Capital Company, LLC 110.00%0.65%1.43%Q4 2020Q3 20233
Scissortail Wealth Management, LLC 330.06%0.07%0.10%Q4 2021Q2 20223
ARGONAUT CAPITAL MANAGEMENT CORP 330.91%1.40%2.28%Q2 2013Q4 20133
Private Wealth Group, LLC 330.23%0.36%0.50%Q4 2017Q2 20183
Canoe Financial LP 332.10%3.61%5.70%Q1 2023Q3 20233
Pinnacle Private Wealth, LLC 330.09%0.10%0.11%Q4 2021Q2 20223
Beacon Pointe Wealth Advisors, LLC 210.05%0.05%0.06%Q1 2019Q4 20193
Blue Door Asset Management, LLC 212.00%4.15%7.37%Q4 2021Q3 20233
NTB Financial Corp 330.55%0.58%0.64%Q4 2021Q2 20223
CYNOSURE ADVISORS, LLC 330.06%0.16%0.29%Q4 2017Q2 20183
CTC Capital Management, LLC 330.86%1.52%2.48%Q2 2022Q4 20223
PARADIGM CAPITAL MANAGEMENT INC/NY 330.06%0.06%0.07%Q2 2015Q4 20153
Wharton Business Group, LLC 330.02%0.50%0.74%Q2 2013Q4 20133
BIVIN & ASSOCIATES, INC. 330.02%0.03%0.03%Q4 2021Q2 20223
Winthrop Advisory Group LLC 210.05%0.07%0.09%Q4 2018Q1 20203
Alambic Investment Management, L.P. 210.22%0.81%1.85%Q4 2015Q1 20203
GAVEA INVESTIMENTOS LTDA 110.60%13.74%37.20%Q4 2018Q1 20203
Darwin Wealth Management, LLC 210.03%0.10%0.16%Q4 2017Q1 20203
CI Global Investments Inc. 332.01%2.26%2.68%Q1 2018Q3 20183
Merit Investment Management, LLC 330.52%2.59%6.54%Q2 2013Q4 20133
Kessler Investment Group, LLC 330.74%0.95%1.20%Q1 2018Q3 20183
Rice Partnership, LLC 330.16%0.19%0.22%Q4 2017Q2 20183
Hightower 6M Holding, LLC 330.54%0.71%0.84%Q1 2022Q3 20223
Brown Shipley& Co Ltd 330.02%0.03%0.03%Q1 2023Q3 20233
Nilsine Partners, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Ground Swell Capital, LLC 210.29%0.56%0.90%Q2 2014Q3 20213
SIENA CAPITAL LLC 332.06%2.20%2.36%Q1 2022Q3 20223
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
SWS Partners 210.03%0.04%0.06%Q4 2017Q1 20223
J.Safra Asset Management Corp 210.00%0.03%0.05%Q2 2016Q1 20223
Newport Wealth Strategies, Inc. 330.26%0.35%0.49%Q4 2017Q2 20183
Solstein Capital, LLC 210.06%0.55%1.49%Q4 2017Q1 20203
Acorn Wealth Advisors, LLC 330.05%0.05%0.06%Q4 2017Q2 20183
Finer Wealth Management, Inc. 330.17%0.17%0.18%Q1 2023Q3 20233
Midwest Professional Planners, LTD. 330.02%0.02%0.03%Q4 2017Q2 20183
Crabel Capital Management, LLC 210.23%0.30%0.36%Q1 2019Q4 20193
Cape Investment Advisory, Inc. 330.11%0.12%0.14%Q1 2023Q3 20233
Invictus RG 210.01%0.16%0.46%Q2 2016Q2 20173
Hosking & Co Ltd 330.34%0.36%0.37%Q4 2014Q2 20153
Quadrant Capital Management, LLC 330.94%0.99%1.09%Q2 2014Q4 20143
RIA Advisory Group LLC 330.36%0.37%0.39%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.12%0.12%0.12%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.18%0.20%0.22%Q4 2022Q3 20233
TFB Advisors LLC 330.12%0.18%0.22%Q4 2022Q2 20233
Delta Financial Group, Inc. 210.15%0.18%0.22%Q4 2022Q3 20233
Ballew Advisors, Inc 330.04%0.05%0.05%Q1 2018Q3 20183
Grey Street Capital, LLC 330.33%0.36%0.41%Q1 2023Q3 20233
Imprint Wealth LLC 330.47%0.53%0.63%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.05%0.06%0.06%Q1 2023Q3 20233
PFG Investments, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.04%0.06%0.07%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 330.27%0.29%0.30%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.24%0.25%0.26%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.29%0.41%0.50%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ORG Partners LLC 330.28%0.30%0.33%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
Hilton Capital Management, LLC 210.00%0.10%0.17%Q1 2014Q2 20183
Pratt Collard Advisory Partners LLC 330.19%0.27%0.33%Q4 2017Q2 20183
Dynasty Wealth Management, LLC 210.10%0.38%0.60%Q4 2017Q3 20183
TCG Advisors, LP 330.23%0.25%0.28%Q4 2018Q2 20193
Crow Point Partners, LLC 210.01%0.03%0.06%Q3 2014Q2 20173
Financial Gravity Companies, Inc. 210.00%0.00%0.01%Q4 2017Q4 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.06%0.08%0.10%Q4 2017Q3 20183
Governors Lane LP 221.76%3.36%4.34%Q2 2023Q3 20233
Diligent Investors, LLC 330.06%0.06%0.07%Q4 2022Q2 20233
Genesis Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2014Q2 20153
Geller Advisors LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Campbell & CO Investment Adviser LLC 110.29%0.42%0.49%Q1 2015Q1 20213
Beaumont Financial Partners, LLC 110.02%0.02%0.03%Q4 2013Q4 20193
Apertura Capital, LLC 332.61%3.21%3.58%Q2 2018Q4 20183
Russell Clark Investment Management Ltd 211.78%4.64%6.17%Q2 2013Q2 20173
Ranger International Management, LP 331.36%1.53%1.61%Q2 2013Q4 20133
FNY Partners Fund LP 210.00%0.01%0.04%Q4 2016Q4 20173
Jane Street Holding, LLC 330.01%0.06%0.12%Q2 2013Q4 20133
FIRST CITIZENS BANCORPORATION INC 331.87%1.94%1.98%Q2 2013Q4 20133
Oxbow Advisors, LLC 330.05%0.06%0.08%Q2 2013Q4 20133
Weil Company, Inc. 330.24%0.31%0.35%Q4 2017Q2 20183
NF Trinity Capital (Hong Kong) Ltd 330.68%0.69%0.70%Q2 2018Q4 20183
Family Legacy, Inc. 330.01%0.01%0.01%Q2 2018Q4 20183
Elgethun Capital Management 210.04%0.05%0.07%Q4 2016Q3 20233
Baring International Investment Ltd 330.06%0.30%0.44%Q2 2013Q4 20133
J.P. Turner & Co Capital Mnagement, LLC 330.19%0.22%0.25%Q1 2015Q3 20153
Independence Trust CO 330.15%0.17%0.18%Q2 2013Q4 20133
BW Gestao de Investimentos Ltda. 210.78%1.52%1.90%Q4 2019Q3 20233
Ackerman Capital Advisors, LLC 210.09%0.10%0.10%Q2 2017Q1 20183
Trellus Management Company, LLC 331.06%1.54%2.19%Q2 2018Q4 20183
High Falls Advisors, Inc 330.08%0.08%0.09%Q2 2017Q4 20173
Apex Capital Management 330.01%0.02%0.02%Q2 2013Q4 20133
Hamlin Capital Management, LLC 331.94%2.12%2.22%Q1 2018Q3 20183
Lowe Wealth Advisors, LLC 330.05%0.05%0.05%Q4 2014Q2 20153
LGL PARTNERS, LLC 210.10%0.12%0.13%Q4 2015Q2 20173
Stone House Investment Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Fusion Family Wealth LLC 330.00%0.00%0.01%Q4 2016Q2 20173
ADVANCE CAPITAL I INC 330.39%0.40%0.41%Q2 2013Q4 20133
Armor Investment Advisors, LLC 330.22%0.23%0.26%Q4 2016Q2 20173
Black Maple Capital Management LP 330.43%0.71%1.06%Q4 2020Q2 20213
ASCEND CAPITAL, LLC 210.05%0.83%1.82%Q1 2014Q2 20183
LEO BROKERAGE, LLC 210.04%0.04%0.04%Q2 2021Q2 20233
ADVISORS MANAGEMENT GROUP INC /ADV 210.08%0.09%0.10%Q4 2019Q4 20203
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.02%0.02%0.04%Q2 2013Q4 20133
GLENHILL ADVISORS LLC 330.02%0.16%0.43%Q3 2013Q1 20143
Knights of Columbus Asset Advisors LLC 330.88%0.92%0.95%Q1 2017Q3 20173
MILLER VALUE PARTNERS, LLC 330.04%0.04%0.04%Q2 2014Q4 20143
BIP Wealth, LLC 330.02%0.02%0.04%Q1 2023Q3 20233
MUHLENKAMP & CO INC 333.72%4.12%4.40%Q2 2013Q4 20133
HANSEATIC MANAGEMENT SERVICES INC 210.18%0.21%0.26%Q2 2014Q2 20163
CORNERSTONE CAPITAL MANAGEMENT LLC 332.07%2.66%3.08%Q2 2013Q4 20133
Fullerton Fund Management Co Ltd. 210.01%0.04%0.09%Q3 2020Q2 20213
ENDEX CAPITAL MANAGEMENT LLC 330.62%0.67%0.71%Q2 2013Q4 20133
BLUESTEIN R H & CO LLC 210.01%0.02%0.03%Q3 2013Q1 20153
CSS LLC/IL 330.02%0.03%0.04%Q4 2022Q2 20233
NIXON PEABODY TRUST CO 330.32%0.34%0.36%Q4 2015Q2 20163
KHP Capital, LLC 330.03%0.03%0.04%Q1 2018Q3 20183
SYSTEMATIC FINANCIAL MANAGEMENT LP 330.06%0.06%0.06%Q2 2015Q4 20153
COMPTON CAPITAL MANAGEMENT INC /RI 331.27%1.31%1.36%Q2 2013Q4 20133
Hamilton Point Investment Advisors, LLC 330.10%0.10%0.10%Q1 2023Q3 20233
Bridgewater Advisors Inc. 330.34%0.39%0.42%Q4 2013Q2 20143
MILLER HOWARD INVESTMENTS INC /NY 330.20%0.21%0.22%Q4 2020Q2 20213
Lighthouse Investment Partners, LLC 211.62%2.27%2.90%Q4 2022Q3 20233
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q1 2014Q3 20153
CARLSON CAPITAL L P 210.10%0.34%0.69%Q3 2013Q3 20183
Signator Financial Services, Inc. 330.23%0.27%0.33%Q1 2013Q3 20133
WHV Investments, Inc. 330.01%0.03%0.04%Q2 2013Q4 20133
MIDDLETON & CO INC/MA 330.04%0.04%0.05%Q1 2017Q3 20173
DESCHAINE & COMPANY, LLC 332.40%2.52%2.68%Q4 2014Q2 20153
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.00%Q1 2022Q3 20233
PUZO MICHAEL J 330.04%0.04%0.04%Q1 2015Q3 20153
DIALECTIC CAPITAL MANAGEMENT, LP 220.28%0.38%0.50%Q2 2013Q3 20133
Goodwin Investment Advisory 210.01%0.01%0.02%Q1 2022Q4 20223
FSA Wealth Management LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Engrave Wealth Partners LLC 330.01%0.01%0.02%Q4 2019Q2 20203
VNBTrust, National Association 330.12%0.15%0.18%Q2 2013Q4 20133
Standard Family Office LLC 330.04%0.04%0.05%Q4 2020Q2 20213
TradeLink Global Equity LLC 210.18%0.64%1.34%Q2 2013Q2 20143
FIDGEON TIMOTHY F 330.10%0.10%0.11%Q2 2013Q4 20133
H&H Retirement Design & Management INC 210.14%0.14%0.14%Q1 2021Q2 20233
JACKSON SQUARE CAPITAL, LLC 330.01%0.01%0.02%Q4 2019Q2 20203
ACUITY INVESTMENT MANAGEMENT INC 210.34%0.97%1.52%Q4 2013Q1 20153
Acrospire Investment Management LLC 330.00%0.06%0.09%Q4 2016Q2 20173
JSF Financial, LLC 330.13%0.15%0.18%Q1 2023Q3 20233
Alpha Paradigm Partners, LLC 210.09%0.14%0.24%Q4 2020Q4 20223
OCCUDO QUANTITATIVE STRATEGIES LP 110.03%0.15%0.35%Q1 2021Q2 20233
GLG INC. 330.34%0.43%0.54%Q2 2013Q4 20133
Intelligence Driven Advisers, LLC 330.06%0.07%0.08%Q2 2021Q4 20213
Advisor Resource Council 110.04%0.04%0.04%Q2 2021Q2 20223
Mechanics Financial Corp 330.01%0.01%0.01%Q4 2021Q2 20223
Cornerstone Planning Group LLC 210.03%0.04%0.05%Q4 2022Q3 20233
NinePointTwo Capital LLC 330.09%0.09%0.09%Q1 2023Q3 20233
Wilkinson Global Asset Management LLC 220.02%0.02%0.02%Q1 2021Q2 20212
CAERUS INVESTORS, LLC 223.52%4.08%4.63%Q4 2017Q1 20182
Red Cedar Capital, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Lombard Odier Asset Management (USA) Corp 110.20%0.20%0.20%Q4 2020Q4 20202
Simply Money Advisors 110.00%0.01%0.01%Q2 2013Q1 20142
American Beacon Advisors, Inc. 221.49%1.50%1.51%Q1 2017Q2 20172
Claybrook Capital, LLC 110.01%0.06%0.10%Q4 2018Q2 20212
Crane Advisory, LLC 220.15%0.15%0.16%Q3 2022Q4 20222
Uncommon Cents Investing LLC 220.08%0.09%0.11%Q2 2023Q3 20232
Planned Solutions, Inc. 220.08%0.09%0.10%Q3 2020Q4 20202
Arlington Capital Management, Inc. 220.31%0.36%0.40%Q4 2014Q1 20152
Apexium Financial, LP 220.02%0.02%0.02%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.00%0.03%0.06%Q3 2020Q3 20232
MARYLAND CAPITAL ADVISORS INC. 220.02%0.02%0.02%Q2 2023Q3 20232
Gallacher Capital Management LLC 110.16%0.25%0.35%Q4 2022Q2 20232
Holistic Financial Partners 220.01%0.02%0.02%Q4 2017Q1 20182
BRASADA CAPITAL MANAGEMENT, LP 220.01%0.02%0.02%Q4 2017Q1 20182
Corundum Group, Inc. 220.26%0.36%0.46%Q1 2017Q2 20172
Fortune Financial Advisors, LLC 220.94%0.95%0.96%Q2 2023Q3 20232
JBF Capital, Inc. 220.95%0.95%0.96%Q2 2013Q3 20132
HF Advisory Group, LLC 220.27%0.38%0.49%Q2 2023Q3 20232
Icon Wealth Advisors, LLC 220.16%0.17%0.18%Q3 2022Q4 20222
Qsemble Capital Management, LP 220.35%0.44%0.54%Q1 2023Q2 20232
Financial Council Asset Management Inc 220.34%0.37%0.40%Q3 2021Q4 20212
Legacy Capital Wealth Partners, LLC 110.19%0.20%0.21%Q1 2023Q3 20232
Signet Investment Advisory Group, Inc. 110.04%0.24%0.44%Q4 2018Q4 20202
Winchester Group Inc. 220.06%0.18%0.30%Q2 2013Q3 20132
Scotia Asset Management L.P. 220.21%0.23%0.25%Q2 2013Q3 20132
Tilson Financial Group, Inc. 220.16%0.17%0.18%Q4 2022Q1 20232
KDI CAPITAL PARTNERS LLC 220.07%0.07%0.07%Q1 2018Q2 20182
Moran Wealth Management, LLC 220.12%0.12%0.13%Q1 2023Q2 20232
Grey Fox Wealth Advisors, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
SHERBROOKE PARK ADVISERS LLC 220.34%0.35%0.36%Q4 2022Q1 20232
Hutchin Hill Capital, LP 220.02%0.03%0.03%Q2 2017Q3 20172
Heartland Bank & Trust Co 221.45%1.52%1.59%Q2 2021Q3 20212
Sound View Wealth Advisors, LLC 221.07%1.14%1.22%Q4 2018Q1 20192
Clarity Financial LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Gyrus Investment Management Inc. 221.18%1.58%1.99%Q3 2013Q4 20132
WealthBridge Capital Management, LLC 220.02%0.02%0.03%Q4 2018Q1 20192
BEACH INVESTMENT COUNSEL INC/PA 220.97%1.43%1.90%Q1 2013Q2 20132
25 LLC 220.03%0.03%0.03%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.23%0.28%0.33%Q2 2023Q3 20232
Tilt Investment Management Holdings, PBC 220.57%0.59%0.62%Q4 2022Q1 20232
ARMISTICE CAPITAL, LLC 220.17%0.24%0.32%Q2 2023Q3 20232
FIDUCIARY TRUST INTERNATIONAL LLC 110.02%0.04%0.07%Q1 2014Q4 20182
Yoder Wealth Management, Inc. 220.16%0.17%0.17%Q1 2023Q2 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.47%0.93%Q4 2021Q3 20222
CETERA INVESTMENT MANAGEMENT LLC 220.14%0.16%0.19%Q4 2015Q1 20162
Frank, Rimerman Advisors LLC 220.15%0.15%0.16%Q4 2021Q1 20222
SUMMIT CAPITAL MANAGEMENT LLC 220.95%1.52%2.09%Q4 2013Q1 20142
Portside Wealth Group, LLC 220.63%0.65%0.67%Q2 2023Q3 20232
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20162
CASCADE INVESTMENT GROUP, INC. 110.18%0.20%0.22%Q4 2022Q2 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.10%0.20%Q2 2023Q3 20232
Slagle Financial, LLC 221.22%1.23%1.24%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 220.42%0.43%0.43%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
UNION SAVINGS BANK 220.07%0.07%0.07%Q2 2023Q3 20232
CGC Financial Services, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
SCHOLTZ & COMPANY, LLC 220.25%0.26%0.28%Q4 2017Q1 20182
Schoolcraft Capital LLC 220.08%0.08%0.08%Q2 2023Q3 20232
Peoples Bank/KS 220.18%0.19%0.21%Q3 2023Q4 20232
Exchange Bank 221.05%1.09%1.12%Q2 2023Q3 20232
REIK & CO., LLC 220.16%0.16%0.16%Q4 2013Q1 20142
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Francis Financial, Inc. 223.09%3.10%3.10%Q4 2017Q1 20182
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2018Q3 20232
Forward Management, LLC 220.05%0.26%0.47%Q2 2013Q3 20132
CABOT WEALTH MANAGEMENT INC 220.21%0.25%0.29%Q2 2013Q3 20132
SAROFIM FAYEZ 118.43%8.70%8.96%Q4 2012Q3 20132
PENSECO FINANCIAL SERVICES CORP 220.47%0.48%0.49%Q2 2013Q3 20132
BrandyTrust Global Partners, LP 2220.88%21.69%22.50%Q3 2022Q4 20222
Arkos Global Advisors 220.04%0.04%0.04%Q1 2023Q2 20232
ABANCO INVESTORS LTD., LLC 2220.88%21.69%22.50%Q3 2022Q4 20222
Artha Asset Management LLC 113.12%4.64%6.16%Q1 2022Q3 20222
ELM ADVISORS, LLC 110.04%0.04%0.04%Q3 2018Q4 20202
Wintergreen Advisers 2210.57%10.75%10.93%Q2 2013Q3 20132
TIG Advisors, LLC 110.11%0.23%0.35%Q3 2019Q3 20192
Credo Capital Management, LLC 220.11%0.20%0.30%Q3 2013Q4 20132
AMS Capital Ltda 224.12%4.62%5.12%Q1 2022Q2 20222
CHIRON CAPITAL MANAGEMENT, LLC 220.72%0.74%0.76%Q3 2020Q4 20202
Echo Street Capital Management LLC 220.49%0.51%0.54%Q4 2017Q1 20182
First Allied Asset Management, Inc. 220.04%0.04%0.04%Q2 2013Q3 20132
CAHABA WEALTH MANAGEMENT, INC. 220.03%0.03%0.03%Q1 2023Q2 20232
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 220.03%0.20%0.37%Q3 2013Q4 20132
Kemnay Advisory Services Inc. 225.96%6.30%6.63%Q2 2013Q3 20132
Estabrook Capital Management 220.00%0.00%0.00%Q3 2018Q4 20182
Haafor (Singapore) Pte. Ltd. 110.27%0.58%0.89%Q4 2019Q3 20202
Carnick & Kubik, LLC 110.01%0.01%0.02%Q3 2015Q1 20162
Forty4 Asset Management LLC 110.02%0.17%0.32%Q4 2013Q4 20132
AlphaCore Capital LLC 220.02%0.20%0.38%Q4 2019Q1 20202
Quantedge Capital Pte Ltd 220.60%0.61%0.62%Q2 2021Q3 20212
MBL Wealth, LLC 110.05%0.06%0.08%Q1 2021Q1 20222
BRYN MAWR CAPITAL MANAGEMENT INC 220.35%0.45%0.56%Q3 2013Q4 20132
Polar Asset Management Partners Inc. 220.00%0.01%0.01%Q1 2021Q2 20212
Fortis Capital Management LLC 110.72%1.19%1.65%Q4 2019Q3 20232
Franklin, Parlapiano, Turner & Welch, LLC 220.01%0.01%0.01%Q3 2015Q4 20152
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.02%0.03%Q4 2014Q1 20162
O'Keefe Stevens Advisory, Inc. 220.10%0.10%0.10%Q3 2023Q4 20232
Glacier Peak Capital LLC 220.59%0.73%0.88%Q2 2013Q3 20132
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q3 20212
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.23%0.44%0.65%Q1 2018Q3 20182
Menard Financial Group LLC 220.40%0.40%0.41%Q2 2020Q3 20202
COUNTRY FUND MANAGEMENT 221.14%1.23%1.32%Q2 2013Q3 20132
Graham Capital Management, L.P. 110.01%0.02%0.02%Q1 2022Q3 20222
Trutina Financial LLC 110.04%0.04%0.05%Q3 2013Q1 20142
Adirondack Research & Management Inc. 221.05%1.05%1.06%Q2 2021Q3 20212
DSC Advisors, L.P. 220.04%0.09%0.13%Q3 2019Q4 20192
Weaver C. Barksdale & Associates, Inc. 220.13%0.14%0.15%Q3 2016Q4 20162
Moser Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
CTC Alternative Strategies, Ltd. 110.44%0.52%0.60%Q2 2013Q2 20142
Century Capital Management, LLC 220.12%0.14%0.16%Q2 2013Q3 20132
Wood Investment Counsel LLC 220.04%0.04%0.04%Q2 2013Q3 20132
CANTILLON CAPITAL MANAGEMENT LLC 222.63%2.87%3.10%Q2 2013Q3 20132
Olympiad Research LP 220.14%0.16%0.17%Q3 2021Q4 20212
JACOB ASSET MANAGEMENT OF NEW YORK LLC 220.32%0.34%0.35%Q2 2013Q3 20132
Allegiant Private Advisors, LLC 220.04%0.04%0.04%Q1 2021Q2 20212
CHELSEA COUNSEL CO 220.02%0.02%0.02%Q2 2023Q3 20232
TIFF ADVISORY SERVICES, LLC 220.48%0.50%0.51%Q2 2013Q3 20132
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
True Capital Management 220.57%0.61%0.64%Q4 2022Q1 20232
Mach-1 Financial Group, LLC 110.00%0.35%0.70%Q4 2021Q3 20232
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 111.60%2.04%2.47%Q2 2014Q1 20172
Premia Global Advisors, LLC 110.12%0.16%0.20%Q1 2018Q1 20192
Tuttle Capital Management, LLC 220.28%0.44%0.60%Q4 2020Q1 20212
Gyon Technologies Capital Management, LP 110.09%0.18%0.28%Q3 2020Q4 20212
Cypress Point Wealth Management, LLC 220.02%0.02%0.03%Q4 2020Q1 20212
BROOKTREE CAPITAL MANAGEMENT 220.01%0.01%0.02%Q4 2019Q1 20202
FIRST NATIONAL CORP /MA/ /ADV 220.06%0.06%0.07%Q4 2018Q1 20192
LEUTHOLD GROUP, LLC 220.11%0.12%0.12%Q2 2013Q3 20132
Tributary Capital Management, LLC 220.00%0.25%0.49%Q2 2013Q3 20132
Spotlight Asset Group, Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
ARGENTIERE CAPITAL AG 110.42%1.30%2.19%Q1 2015Q1 20152
HIGHLINE CAPITAL MANAGEMENT, L.P. 222.77%3.05%3.32%Q4 2017Q1 20182
INVESTMENT ADVISORY SERVICES INC /TX /ADV 220.09%0.09%0.09%Q2 2023Q3 20232
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Perella Weinberg Partners Capital Management LP 110.08%0.11%0.14%Q2 2013Q2 20142
Arcus Capital Partners, LLC 110.05%0.09%0.12%Q4 2015Q3 20172
Lee Financial Group Hawaii, Inc. 221.27%1.29%1.30%Q4 2017Q1 20182
Arbor Investment Advisors, LLC 220.11%0.11%0.12%Q1 2014Q2 20142
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.03%0.05%Q4 2014Q4 20212
Capital Market Strategies LLC 110.24%0.24%0.24%Q2 2022Q4 20222
Truadvice, LLC 220.06%0.07%0.07%Q1 2021Q2 20212
BBVA USA 220.20%0.20%0.21%Q2 2021Q3 20212
Future Financial Wealth Managment LLC 220.07%0.07%0.08%Q4 2021Q1 20222
Inspire Advisors, LLC 220.11%0.11%0.11%Q4 2020Q1 20212
BRANDYWINE MANAGERS, LLC 2213.35%13.85%14.35%Q1 2023Q2 20232
PATRON PARTNERS, LLC 220.15%0.16%0.16%Q1 2023Q2 20232
SPERO-SMITH INVESTMENT ADVISERS INC /OH 110.36%0.42%0.49%Q2 2013Q3 20162
STEWART & PATTEN CO LLC 220.05%0.05%0.05%Q2 2013Q3 20132
Jabre Capital Partners S.A. 110.76%3.20%5.65%Q2 2013Q1 20152
Windsor Financial Group, LLC 220.09%0.09%0.10%Q1 2017Q2 20172
AMUSSEN HUNSAKER ASSOCIATES LLC 220.01%0.02%0.02%Q2 2018Q3 20182
Capital Square, LLC 220.18%0.19%0.19%Q4 2019Q1 20202
Silicon Hills Wealth Management, LLC 220.18%0.19%0.20%Q3 2021Q4 20212
IBEX WEALTH ADVISORS 110.00%0.02%0.03%Q4 2016Q3 20212
CHAPIN DAVIS, INC. 220.10%0.11%0.11%Q1 2023Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.34%0.45%0.56%Q4 2014Q1 20152
IVORY INVESTMENT MANAGEMENT, LLC 220.53%0.72%0.91%Q2 2017Q3 20172
WS MANAGEMENT LLLP 221.50%1.58%1.67%Q2 2013Q3 20132
Dempze Nancy E 220.33%0.34%0.35%Q2 2017Q3 20172
Blue Whale Capital LLP 222.88%2.88%2.89%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.40%0.44%0.47%Q2 2016Q3 20162
SECOR Capital Advisors, LP 110.40%0.43%0.47%Q2 2014Q4 20142
VIKING GLOBAL INVESTORS LP 222.24%2.93%3.62%Q2 2023Q3 20232
CONNORS INVESTOR SERVICES INC 110.03%0.03%0.03%Q1 2016Q3 20182
ELLINGTON MANAGEMENT GROUP LLC 110.07%0.11%0.14%Q1 2016Q1 20182
INTREPID CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.26%0.42%0.59%Q1 2014Q3 20192
Austin Private Wealth, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
BOURGEON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Paradigm Financial Advisors, LLC 220.06%0.10%0.13%Q4 2013Q1 20142
Investors Financial Group, LLC 220.11%0.12%0.12%Q1 2021Q2 20212
Secure Asset Management, LLC 110.06%0.07%0.08%Q4 2022Q3 20232
LITTLE HOUSE CAPITAL LLC 220.55%0.62%0.69%Q4 2018Q1 20192
Facet Wealth, Inc. 220.06%0.06%0.07%Q4 2020Q1 20212
Vishria Bird Financial Group, LLC 220.11%0.12%0.12%Q3 2021Q4 20212
GOFF JOHN C 220.22%0.26%0.29%Q1 2022Q2 20222
Morton Brown Family Wealth, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
SeaTown Holdings Pte. Ltd. 227.46%9.15%10.85%Q4 2013Q1 20142
St. Johns Investment Management Company, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
SPROTT INC. 220.04%0.27%0.50%Q3 2013Q4 20132
TOMS Capital Investment Management LP 224.28%5.62%6.96%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.03%0.04%0.04%Q4 2021Q1 20222
REDMONT WEALTH ADVISORS LLC 110.24%0.24%0.25%Q2 2022Q4 20222
FNY Investment Advisers, LLC 110.03%0.04%0.04%Q2 2018Q1 20222
Belmont Global Advisors, Inc. 220.23%0.23%0.23%Q4 2013Q1 20142
Grant Street Asset Management, Inc. 220.01%0.02%0.02%Q4 2020Q1 20212
Ativo Capital Management LLC 220.09%0.09%0.10%Q3 2021Q4 20212
STIFEL NICOLAUS & CO INC \MO\ 220.73%0.75%0.77%Q2 2013Q3 20132
Granite Bay Wealth Management, LLC 110.12%0.13%0.14%Q4 2022Q3 20232
ARDSLEY ADVISORY PARTNERS LP 220.03%0.04%0.06%Q2 2018Q3 20182
SS&H Financial Advisors, Inc. 220.11%0.12%0.14%Q1 2022Q2 20222
StellarOne CORP 221.74%1.75%1.76%Q2 2013Q3 20132
Andesa Financial Management Inc. 220.19%0.23%0.27%Q1 2019Q2 20192
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.03%Q1 2021Q2 20212
Key Square Capital Management LLC 226.86%7.47%8.08%Q2 2018Q3 20182
NICOLA WEALTH MANAGEMENT LTD. 220.48%0.48%0.49%Q1 2018Q2 20182
BancFirst Trust & Investment Management 110.38%0.38%0.38%Q4 2021Q2 20222
THREADGILL FINANCIAL, LLC 221.66%2.28%2.90%Q3 2022Q4 20222
Oak Thistle LLC 110.40%0.63%0.87%Q1 2022Q3 20222
Windsor Wealth Management, Inc. 220.21%0.25%0.29%Q4 2017Q1 20182
Nokota Management, LP 220.29%0.64%0.98%Q3 2019Q4 20192
Peregrine Asset Advisers, Inc. 220.18%0.21%0.23%Q4 2013Q1 20142
MANA Advisors LLC 220.52%1.08%1.65%Q1 2018Q2 20182
Redhawk Wealth Advisors, Inc. 110.00%0.03%0.06%Q2 2019Q2 20212
Ford Financial Group, LLC 110.00%0.01%0.01%Q4 2017Q2 20212
Columbia Trust Co 01012016 220.12%0.12%0.12%Q1 2022Q2 20222
Triumph Capital Management 220.10%0.11%0.12%Q1 2022Q2 20222
Highland Private Wealth Management 220.03%0.03%0.04%Q1 2022Q2 20222
NORTHERN TRUST CO OF CONNECTICUT 220.30%0.31%0.31%Q2 2013Q3 20132
Trust Asset Management LLC 110.10%0.99%1.88%Q1 2015Q2 20182
FCM INVESTMENTS/TX 220.00%0.00%0.00%Q2 2013Q3 20132
CHANNING GLOBAL ADVISORS, LLC 221.86%3.63%5.40%Q4 2021Q1 20222
MOSELEY INVESTMENT MANAGEMENT INC 223.69%4.16%4.64%Q1 2019Q2 20192
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Jackson Financial Management 220.20%0.20%0.20%Q4 2017Q1 20182
PRESILIUM PRIVATE WEALTH, LLC 220.08%0.09%0.09%Q4 2022Q1 20232
Plan Group Financial, LLC 110.18%0.27%0.35%Q2 2022Q3 20232
Fifth Third Wealth Advisors LLC 220.18%0.20%0.22%Q3 2023Q4 20232
Tamarack Capital Management, LLC 221.85%2.31%2.77%Q3 2014Q4 20142
EVEREST CAPITAL LLC 2232.68%41.08%49.48%Q2 2016Q3 20162
Your Advocates Ltd., LLP 110.00%0.00%0.00%Q2 2020Q2 20201
Strategic Wealth Investment Group, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Cox Capital Mgt LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Night Owl Capital Management, LLC 110.11%0.11%0.11%Q2 2017Q2 20171
Regent Peak Wealth Advisors LLC 110.03%0.03%0.03%Q4 2020Q4 20201
MBE Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Lumina Fund Management LLC 110.63%0.63%0.63%Q4 2013Q4 20131
Silicon Valley Community Foundation 110.07%0.07%0.07%Q4 2021Q4 20211
Cascadia Advisory Services, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
HC Advisors, LLC 110.13%0.13%0.13%Q1 2021Q1 20211
Lloyd Park, LLC 110.61%0.61%0.61%Q4 2021Q4 20211
Privium Fund Management (UK) Ltd 113.28%3.28%3.28%Q1 2021Q1 20211
Noked Capital LTD 110.41%0.41%0.41%Q4 2019Q4 20191
Meadow Creek Wealth Advisors LLC 110.80%0.80%0.80%Q4 2019Q4 20191
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Vestpro Financial Partners, Inc. dba CPF Texas 110.03%0.03%0.03%Q3 2018Q3 20181
D1 Capital Partners L.P. 114.08%4.08%4.08%Q3 2023Q3 20231
McNamara Financial Services, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Urban Wealth Management, LLC 110.35%0.35%0.35%Q4 2020Q4 20201
Confluence Wealth Management LLC 110.15%0.15%0.15%Q2 2014Q2 20141
Enhancing Capital LLC 110.25%0.25%0.25%Q2 2022Q2 20221
KELLEHER FINANCIAL ADVISORS 110.16%0.16%0.16%Q1 2016Q1 20161
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Jacobsen Capital Management 110.11%0.11%0.11%Q3 2023Q3 20231
BFSG, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
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Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Consolidated Planning Corp 110.03%0.03%0.03%Q3 2021Q3 20211
Guild Investment Management, Inc. 110.18%0.18%0.18%Q4 2012Q4 20121
Salzman Financial Management 118.83%8.83%8.83%Q3 2013Q3 20131
Oder Investment Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Impala Asset Management LLC 112.26%2.26%2.26%Q3 2017Q3 20171
Black Swift Group, LLC 110.21%0.21%0.21%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.35%0.35%0.35%Q3 2022Q3 20221
Unigestion Holding SA 110.88%0.88%0.88%Q2 2018Q2 20181
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC 110.45%0.45%0.45%Q3 2013Q3 20131
Vident Advisory, LLC 110.63%0.63%0.63%Q3 2023Q3 20231
Pentwater Capital Management LP 110.65%0.65%0.65%Q3 2019Q3 20191
Capital Wealth Alliance, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Saturna Capital CORP 110.00%0.00%0.00%Q4 2015Q4 20151
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
PNC Managed Account Solutions, Inc. 110.14%0.14%0.14%Q2 2021Q2 20211
WEST MICHIGAN ADVISORS, LLC 110.22%0.22%0.22%Q4 2021Q4 20211
PRING TURNER CAPITAL GROUP INC 110.06%0.06%0.06%Q4 2013Q4 20131
Covalis Capital LLP 110.38%0.38%0.38%Q3 2018Q3 20181
Alpha Square Group S LLC 111.54%1.54%1.54%Q4 2022Q4 20221
Broderick Brian C 110.07%0.07%0.07%Q4 2017Q4 20171
Beacon Harbor Wealth Advisors, Inc. 111.78%1.78%1.78%Q3 2023Q3 20231
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
KBI Global Investors Ltd 111.64%1.64%1.64%Q2 2016Q2 20161
Pinnacle Wealth Advisors 110.24%0.24%0.24%Q2 2021Q2 20211
US GLOBAL INVESTORS FUNDS 110.04%0.04%0.04%Q4 2013Q4 20131
V-Square Quantitative Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
DRW SECURITIES, L.L.C. 110.02%0.02%0.02%Q3 2022Q3 20221
BERRY GROUP, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Coronation Asset Management (Pty) Ltd. 111.14%1.14%1.14%Q1 2014Q1 20141
Signition LP 110.37%0.37%0.37%Q2 2018Q2 20181
SPRING CREEK CAPITAL LLC 110.26%0.26%0.26%Q2 2018Q2 20181
Next Level Private LLC 110.29%0.29%0.29%Q2 2022Q2 20221
HARTWELL J M LIMITED PARTNERSHIP 110.05%0.05%0.05%Q2 2013Q2 20131
BASSO CAPITAL MANAGEMENT, L.P. 110.01%0.01%0.01%Q2 2023Q2 20231
VIRGINIA RETIREMENT SYSTEM 110.44%0.44%0.44%Q1 2016Q1 20161
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
RITTER DANIHER FINANCIAL ADVISORY LLC 110.06%0.06%0.06%Q1 2022Q1 20221
GALAXY CAPITAL TRADING LTD 110.72%0.72%0.72%Q2 2013Q2 20131
Hall Kathryn A. 110.06%0.06%0.06%Q4 2014Q4 20141
PACIFIC FINANCIAL GROUP INC 110.01%0.01%0.01%Q4 2014Q4 20141
Taconic Capital Advisors LP 110.21%0.21%0.21%Q3 2019Q3 20191
TradeLink Capital LLC 110.96%0.96%0.96%Q2 2020Q2 20201
Perennial Investment Partners LTD 110.49%0.49%0.49%Q2 2013Q2 20131
Ullmann Wealth Partners Group, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Capital CS Group, LLC 110.77%0.77%0.77%Q2 2022Q2 20221
Cinctive Capital Management LP 110.23%0.23%0.23%Q2 2022Q2 20221
West Financial Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.17%0.17%0.17%Q4 2019Q4 20191
Greenhouse Wealth Management, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
FIRST FINANCIAL EQUITY CORPORATION 111.10%1.10%1.10%Q1 2017Q1 20171
GREENWOOD GEARHART INC 110.04%0.04%0.04%Q4 2020Q4 20201
GENWORTH FINANCIAL INC 110.15%0.15%0.15%Q2 2013Q2 20131
KCS Wealth Advisory 110.04%0.04%0.04%Q3 2019Q3 20191
Brookfield Public Securities Group LLC 110.00%0.00%0.00%Q3 2019Q3 20191
HBW ADVISORY SERVICES LLC 110.36%0.36%0.36%Q3 2023Q3 20231
Rothschild Capital Partners, LLC 110.12%0.12%0.12%Q1 2016Q1 20161
Headlands Technologies LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MIZUHO SECURITIES USA LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Lucia Wealth Services, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
D L CARLSON INVESTMENT GROUP INC 111.65%1.65%1.65%Q2 2013Q2 20131
EisnerAmper Wealth Management Corporate Benefits, LLC 110.19%0.19%0.19%Q2 2015Q2 20151
Quantum Capital Management, LLC / NJ 110.02%0.02%0.02%Q3 2017Q3 20171
NWK Group, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
CULBERTSON A N & CO INC 110.08%0.08%0.08%Q2 2018Q2 20181
TMD & ASSOCIATES, INC 111.37%1.37%1.37%Q4 2015Q4 20151
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Regal Partners Ltd 112.36%2.36%2.36%Q1 2018Q1 20181
Power Corp of Canada 110.10%0.10%0.10%Q3 2022Q3 20221
Chescapmanager LLC 110.11%0.11%0.11%Q3 2019Q3 20191
Forefront Analytics, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
RETIREMENT INCOME SOLUTIONS, INC 110.26%0.26%0.26%Q4 2017Q4 20171
Advanced Portfolio Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Belvedere Trading LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Matarin Capital Management, LLC 110.28%0.28%0.28%Q2 2013Q2 20131
FFT WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q2 2021Q2 20211
STEADFAST CAPITAL MANAGEMENT LP 112.89%2.89%2.89%Q2 2013Q2 20131
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
DSM CAPITAL PARTNERS LLC 110.01%0.01%0.01%Q3 2013Q3 20131
STEADFAST ADVISORS LP 112.89%2.89%2.89%Q2 2013Q2 20131
Ostrum Asset Management U.S., LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Hunter Perkins Capital Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Advisors Preferred, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Kula Investments, LLC 110.48%0.48%0.48%Q1 2023Q1 20231
RUSHMORE INVESTMENT ADVISORS, INC. 110.28%0.28%0.28%Q2 2013Q2 20131
Starfire Investment Advisers, Inc. 110.24%0.24%0.24%Q4 2017Q4 20171
Mariner Wealth Advisors-Madison, LLC 110.32%0.32%0.32%Q3 2013Q3 20131
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CONFLUENCE INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Rather & Kittrell, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
REINHART PARTNERS, LLC. 110.02%0.02%0.02%Q1 2015Q1 20151
KKR Credit Advisors (US) LLC 110.45%0.45%0.45%Q3 2013Q3 20131
Archipel Asset Management AB 110.24%0.24%0.24%Q3 2014Q3 20141
CARDEROCK CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2014Q1 20141
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BluePath Capital Management, LLC 110.45%0.45%0.45%Q3 2023Q3 20231
Robinson Value Management, Ltd. 110.01%0.01%0.01%Q3 2021Q3 20211
Reitz Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
Virtus ETF Advisers LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Houlihan Financial Resource Group, Ltd. 110.06%0.06%0.06%Q3 2020Q3 20201
Global Strategic Investment Solutions, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Summit Place Financial Advisors, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Clearwater Capital Advisors, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
SPX Gestao de Recursos Ltda 110.62%0.62%0.62%Q3 2023Q3 20231
Nebula Research & Development LLC 110.56%0.56%0.56%Q1 2023Q1 20231
Cerro Pacific Wealth Advisors LLC 110.12%0.12%0.12%Q1 2023Q1 20231
Spring Creek Investment Management, LLC 110.79%0.79%0.79%Q4 2018Q4 20181
INCEPTIONR LLC 110.79%0.79%0.79%Q4 2022Q4 20221
TEALWOOD ASSET MANAGEMENT INC 110.08%0.08%0.08%Q4 2016Q4 20161
EDMOND DE ROTHSCHILD (MONACO) 110.17%0.17%0.17%Q3 2016Q3 20161
MCMILLION CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2020Q4 20201
Mariner Wealth Advisors-NYC, LLC 110.17%0.17%0.17%Q1 2015Q1 20151
HMS Capital Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Beach Investment Management, LLC. 111.20%1.20%1.20%Q2 2013Q2 20131
HOLT-SMITH ADVISORS INC 110.64%0.64%0.64%Q2 2013Q2 20131
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
Titan Capital Management, LLC /TX 110.03%0.03%0.03%Q2 2019Q2 20191
Quantum Financial Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Vantage Financial Partners, LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Shoker Investment Counsel, Inc. 110.12%0.12%0.12%Q4 2020Q4 20201
GDS Wealth Management 110.04%0.04%0.04%Q4 2022Q4 20221
Athanor Capital, LP 110.01%0.01%0.01%Q2 2020Q2 20201
CAZENOVE CAPITAL MANAGEMENT LTD 110.12%0.12%0.12%Q2 2013Q2 20131
HARVEST MANAGEMENT LLC 110.53%0.53%0.53%Q3 2019Q3 20191
SILVER CAPITAL MANAGEMENT LLC 110.19%0.19%0.19%Q4 2013Q4 20131
Capricorn Fund Managers Ltd 110.55%0.55%0.55%Q4 2021Q4 20211
MARK MORRIS ET AL 110.04%0.04%0.04%Q2 2013Q2 20131
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Lyons Wealth Management, LLC. 110.91%0.91%0.91%Q2 2014Q2 20141
TRENT CAPITAL MANAGEMENT INC /NC/ 110.13%0.13%0.13%Q4 2016Q4 20161
Sante Capital Fund, LP 111.95%1.95%1.95%Q3 2022Q3 20221
Diversified, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
BEDEL FINANCIAL CONSULTING INC 110.10%0.10%0.10%Q3 2023Q3 20231
Duquesne Family Office 114.07%4.07%4.07%Q1 2016Q1 20161
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Coatue Management 110.01%0.01%0.01%Q4 2019Q4 20191
Belmont Capital, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Lingohr Asset Management GmbH 110.88%0.88%0.88%Q4 2020Q4 20201
Prostatis Group LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Manhattan West Asset Management, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Luken Investment Analytics, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
MARK ASSET MANAGEMENT LP 110.04%0.04%0.04%Q3 2013Q3 20131
Summit Wealth Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MISSOURI VALLEY PARTNERS, INC. 111.36%1.36%1.36%Q2 2013Q2 20131
ForthRight Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Centurion Wealth Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
KerberRose Wealth Management, LLC 110.20%0.20%0.20%Q2 2022Q2 20221
Tibra Equities Europe Ltd 110.31%0.31%0.31%Q3 2020Q3 20201
REBALANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Wilson, Kemp & Associates, Inc. 110.24%0.24%0.24%Q2 2013Q2 20131
Bigelow Investment Advisors, LLC 110.14%0.14%0.14%Q1 2018Q1 20181
Daiwa Capital Markets America Inc. 110.04%0.04%0.04%Q4 2013Q4 20131
Stockman Wealth Management, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Fort Baker Capital Management LP 114.30%4.30%4.30%Q3 2019Q3 20191
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bridgewater Wealth & Financial Management, LLC 110.08%0.08%0.08%Q2 2017Q2 20171
Garrett Wealth Advisory Group, LLC 110.11%0.11%0.11%Q3 2019Q3 20191
Independent Wealth Network Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
DoubleLine ETF Adviser LP 111.17%1.17%1.17%Q3 2023Q3 20231
Strategic Investment Solutions, Inc. /IL 110.03%0.03%0.03%Q1 2023Q1 20231
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Rotella Capital Management, Inc. 110.63%0.63%0.63%Q2 2014Q2 20141
Telemus Investment Management, LLC 110.27%0.27%0.27%Q2 2013Q2 20131
Zweig-DiMenna Associates LLC 110.79%0.79%0.79%Q3 2020Q3 20201
BLOCKHOUSE CAPITAL MANAGEMENT LP 112.03%2.03%2.03%Q3 2017Q3 20171
XML SECURITIES, LLC 110.26%0.26%0.26%Q1 2018Q1 20181
Professional Financial Advisors, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Financial Planners of Cleveland, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Holland Advisory Services, Inc. 110.93%0.93%0.93%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
WESPAC Advisors, LLC 110.17%0.17%0.17%Q4 2013Q4 20131
Running Point Capital Advisors, LLC 110.18%0.18%0.18%Q3 2021Q3 20211
Susquehanna International Group Ltd. 110.08%0.08%0.08%Q1 2021Q1 20211
CAPITAL ONE FINANCIAL CORP 110.04%0.04%0.04%Q1 2020Q1 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
ENZI WEALTH 110.10%0.10%0.10%Q3 2022Q3 20221
SOCIETE GENERALE 110.23%0.23%0.23%Q2 2016Q2 20161
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.14%0.14%0.14%Q4 2021Q4 20211
ArrowMark Colorado Holdings LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Birchcreek Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wellspring Financial Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
HOWARD WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Argent Advisors, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Clarfeld Financial Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Baltimore-Washington Financial Advisors Inc. 110.04%0.04%0.04%Q2 2013Q2 20131
Family Capital Trust Co 110.01%0.01%0.01%Q2 2015Q2 20151
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q3 2023Q3 20231
AllGen Financial Advisors, Inc. 110.73%0.73%0.73%Q4 2021Q4 20211
Vontobel Swiss Wealth Advisors AG 110.12%0.12%0.12%Q1 2016Q1 20161
Exos TFP Holdings LLC 110.01%0.01%0.01%Q3 2022Q3 20221
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.04%0.04%0.04%Q2 2020Q2 20201
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
State of New Jersey Common Pension Fund A 110.99%0.99%0.99%Q1 2014Q1 20141
Goldstream Capital Management Ltd 110.15%0.15%0.15%Q1 2023Q1 20231
CHARLES STEWART MOTT FOUNDATION 110.58%0.58%0.58%Q3 2015Q3 20151
KNIGHT CAPITAL GROUP LLC 110.12%0.12%0.12%Q2 2013Q2 20131
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 110.14%0.14%0.14%Q1 2019Q1 20191
Prossimo Advisors, LLC 110.60%0.60%0.60%Q2 2023Q2 20231
GraniteShares Advisors LLC 110.40%0.40%0.40%Q1 2023Q1 20231
AIMZ Investment Advisors, LLC 110.18%0.18%0.18%Q1 2017Q1 20171
ROBERTSON STEPHENS ADVISORS LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Garda Capital Partners LP 110.04%0.04%0.04%Q4 2022Q4 20221
Jackson Hole Capital Partners, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Titus Wealth Management 110.16%0.16%0.16%Q2 2022Q2 20221
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
TLW Wealth Management, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
Riverpoint Wealth Management Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
AlphaOne Investment Services, LLC 110.09%0.09%0.09%Q1 2018Q1 20181
qPULA Trading Management LP 110.65%0.65%0.65%Q3 2021Q3 20211
Fi3 FINANCIAL ADVISORS, LLC 110.20%0.20%0.20%Q1 2021Q1 20211
OSTERWEIS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2013Q2 20131
MONUMENTAL FINANCIAL GROUP INC. 110.03%0.03%0.03%Q2 2021Q2 20211
Atlas Wealth Partners, LLC 110.60%0.60%0.60%Q2 2023Q2 20231
RQSI Ltd 111.54%1.54%1.54%Q4 2014Q4 20141
Chessman Wealth Strategies RIA 110.01%0.01%0.01%Q3 2018Q3 20181
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.00%0.00%0.00%Q1 2017Q1 20171
Pathlight Investors LLC 110.56%0.56%0.56%Q4 2018Q4 20181
Saratoga Research & Investment Management 113.54%3.54%3.54%Q3 2017Q3 20171
Alaethes Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
LaSalle St. Investment Advisors, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
Strait & Sound Wealth Management LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Optiver Holding B.V. 110.00%0.00%0.00%Q4 2022Q4 20221
Tillman Hartley LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Authentikos Wealth Advisory, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
PANORAMIC INVESTMENT ADVISORS, LLC 110.27%0.27%0.27%Q4 2022Q4 20221
CONSOLIDATED CAPITAL MANAGEMENT, LLC 111.19%1.19%1.19%Q4 2016Q4 20161
London & Capital Asset Management Ltd 110.04%0.04%0.04%Q1 2019Q1 20191
Thor Advisors, LLC 110.87%0.87%0.87%Q1 2019Q1 20191
FORTALEZA ASSET MANAGEMENT INC/ 110.51%0.51%0.51%Q2 2013Q2 20131
AXAR CAPITAL MANAGEMENT L.P. 1110.77%10.77%10.77%Q4 2015Q4 20151
Empire Financial Management Company, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
MANAGED ASSET PORTFOLIOS, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Acrisure Capital Management, LLC 110.21%0.21%0.21%Q1 2023Q1 20231
H2O AM LLP 110.35%0.35%0.35%Q1 2020Q1 20201
Efficient Market Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Bronson Point Management LLC 111.90%1.90%1.90%Q2 2014Q2 20141
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
ALTERNA WEALTH MANAGEMENT, INC 110.24%0.24%0.24%Q4 2018Q4 20181
EA Series Trust 110.11%0.11%0.11%Q2 2023Q2 20231
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
KENNEDY INVESTMENT GROUP 110.14%0.14%0.14%Q4 2022Q4 20221
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
EMINENCE CAPITAL, LP 110.64%0.64%0.64%Q3 2019Q3 20191
Fairholme Capital Management 110.09%0.09%0.09%Q4 2020Q4 20201
Wealthstar Advisors, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
BARING ASSET MANAGEMENT Ltd 110.04%0.04%0.04%Q1 2016Q1 20161
HARVEST CAPITAL MANAGEMENT INC 110.22%0.22%0.22%Q3 2013Q3 20131
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Noked Israel Ltd 110.41%0.41%0.41%Q4 2019Q4 20191
Paulson Wealth Management Inc. 110.14%0.14%0.14%Q4 2017Q4 20171
Emerald Advisors, LLC 110.21%0.21%0.21%Q4 2019Q4 20191
Provident Wealth Management, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
COOPER CREEK PARTNERS MANAGEMENT LLC 110.97%0.97%0.97%Q2 2023Q2 20231
TRILLIUM ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Key Bridge Compliance, LLC 111.07%1.07%1.07%Q3 2023Q3 20231
LAZARI CAPITAL MANAGEMENT, INC. 110.11%0.11%0.11%Q2 2023Q2 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
INVENIO WEALTH PARTNERS LLC 110.34%0.34%0.34%Q3 2023Q3 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
NORDEN GROUP LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Abacus Planning Group, Inc. 110.23%0.23%0.23%Q4 2017Q4 20171
Kohlberg Kravis Roberts & Co. L.P. 110.29%0.29%0.29%Q4 2013Q4 20131
HNP Capital LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Comprehensive Financial Consultants Institutional, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.08%0.08%0.08%Q3 2023Q3 20231
AMERICAN ASSETS INC 110.85%0.85%0.85%Q1 2020Q1 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
Cobblestone Asset Management LLC 110.88%0.88%0.88%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.28%0.28%0.28%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.05%0.05%0.05%Q3 2023Q3 20231
Financial Security Advisor, Inc. 110.86%0.86%0.86%Q3 2023Q3 20231
Arlington Trust Co LLC 111.20%1.20%1.20%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
FIDELITY D & D BANCORP INC 110.58%0.58%0.58%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
SYON CAPITAL LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Schonfeld Group Holdings LLC 110.17%0.17%0.17%Q3 2015Q3 20151
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
United Community Bank 110.47%0.47%0.47%Q3 2023Q3 20231
Prosperitas Financial LLC 110.35%0.35%0.35%Q3 2023Q3 20231
NEOS Investment Management LLC 110.19%0.19%0.19%Q3 2023Q3 20231
JAMISON EATON & WOOD INC /NJ 110.02%0.02%0.02%Q3 2013Q3 20131
Allen Mooney & Barnes Investment Advisors LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Cooperatieve Rabobank U.A. 111.26%1.26%1.26%Q1 2015Q1 20151
Truepoint, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Platte River Capital LLC 111.13%1.13%1.13%Q3 2015Q3 20151
Graticule Asia Macro Advisors LLC 110.03%0.03%0.03%Q3 2018Q3 20181
WESTEND PARTNERS LP 110.16%0.16%0.16%Q3 2013Q3 20131
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Castle Financial & Retirement Planning Associates, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
Reby Advisors, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Shone Asset Management LLC 112.15%2.15%2.15%Q4 2020Q4 20201
Lehman & Derafelo Financial Resources LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Brendel Financial Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Ionic Capital Management LLC 110.02%0.02%0.02%Q2 2018Q2 20181
CAHILL FINANCIAL ADVISORS INC 110.04%0.04%0.04%Q3 2021Q3 20211
Bridgefront Capital, LLC 110.78%0.78%0.78%Q1 2023Q1 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.19%0.19%0.19%Q4 2022Q4 20221
Redwood Investments, LLC 110.58%0.58%0.58%Q2 2013Q2 20131
Meridian Wealth Advisors, LLC 110.10%0.10%0.10%Q4 2018Q4 20181
Private Advisory Group LLC 110.16%0.16%0.16%Q3 2017Q3 20171
Wright Private Asset Management 112.93%2.93%2.93%Q2 2013Q2 20131
Arrow Investment Advisors, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
MD Financial Management Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Samalin Investment Counsel, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
Affiance Financial, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Handelsbanken Fonder AB 110.13%0.13%0.13%Q4 2015Q4 20151
Segantii Capital Management Ltd 110.24%0.24%0.24%Q3 2022Q3 20221
Meridian Financial Partners LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Irish Life Investment Managers Ltd. 110.85%0.85%0.85%Q2 2013Q2 20131
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 110.03%0.03%0.03%Q4 2017Q4 20171
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
BCM ADVISORS, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
FLOW TRADERS U.S. LLC 110.03%0.03%0.03%Q1 2017Q1 20171
HEADINVEST, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WESTERLY CAPITAL MANAGEMENT, LLC 110.80%0.80%0.80%Q2 2022Q2 20221
Hartford Funds Management Co LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Ascent Wealth Partners, LLC 110.09%0.09%0.09%Q2 2017Q2 20171
Monashee Investment Management LLC 112.00%2.00%2.00%Q3 2022Q3 20221
Delta Lloyd Asset Management N.V. 110.40%0.40%0.40%Q2 2017Q2 20171
Stone Toro Investment Advisers, LP 110.30%0.30%0.30%Q2 2013Q2 20131
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Swift Run Capital 110.17%0.17%0.17%Q4 2013Q4 20131
Safeguard Investment Advisory Group, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
GFS Advisors, LLC 110.27%0.27%0.27%Q1 2016Q1 20161
Johanson Financial Advisors, Inc. 110.07%0.07%0.07%Q4 2019Q4 20191
Delek Group, Ltd. 111.02%1.02%1.02%Q2 2019Q2 20191
Cai Capital Management, Inc. 111.18%1.18%1.18%Q2 2013Q2 20131
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
TELEMUS BEACON INVESTMENT Co LLC 110.32%0.32%0.32%Q2 2013Q2 20131
Alpine Partners USVI, LLC 112.63%2.63%2.63%Q2 2013Q2 20131
Northern Cross, LLC 116.41%6.41%6.41%Q3 2018Q3 20181
HARTLINE INVESTMENT CORP/ 110.39%0.39%0.39%Q3 2022Q3 20221
Brevan Howard Capital Management LP 110.00%0.00%0.00%Q3 2023Q3 20231
Silver Bridge Capital Management LLC 110.26%0.26%0.26%Q2 2013Q2 20131
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Sandy Cove Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Amalgamated Financial Corp. 110.31%0.31%0.31%Q1 2022Q1 20221
Antipodean Advisors LLC 1123.72%23.72%23.72%Q3 2023Q3 20231
Miura Global Management 111.19%1.19%1.19%Q1 2018Q1 20181
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
AHL INVESTMENT MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Del Mar Asset Management, LP 112.81%2.81%2.81%Q2 2014Q2 20141
R&F Capital Advisors LP 110.65%0.65%0.65%Q4 2016Q4 20161
North Fourth Asset Management, LP 110.82%0.82%0.82%Q2 2022Q2 20221
IAG Wealth Partners, LLC 110.09%0.09%0.09%Q3 2021Q3 20211
Northern Right Capital Management, L.P. 111.26%1.26%1.26%Q3 2023Q3 20231
Shore Point Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
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This page lists all the filers that currently own PHILIP MORRIS INTL INC or have owned PHILIP MORRIS INTL INC in the past.