PROGRESSIVE CORP OHIO shareholder history

Current and past PROGRESSIVE CORP OHIO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.03%Q2 2013Q3 2023112
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.14%Q1 2012Q3 2023109
Walleye Trading LLC 4010.00%0.01%0.06%Q2 2013Q3 2023107
BARCLAYS PLC 42420.00%0.02%0.18%Q2 2013Q3 202399
Citadel Advisors 3290.00%0.03%0.28%Q2 2013Q3 202397
Parallax Volatility Advisers, L.P. 1620.00%0.00%0.04%Q2 2013Q3 202389
CITIGROUP INC 42420.00%0.01%0.06%Q2 2013Q3 202385
WOLVERINE TRADING, LLC 2420.00%0.01%0.04%Q2 2016Q3 202380
Cutler Group LLC / CA 32320.00%0.01%0.17%Q4 2015Q3 202371
JANE STREET GROUP, LLC 2810.00%0.00%0.02%Q3 2014Q3 202363
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.04%0.19%Q2 2013Q3 202360
HUNTINGTON NATIONAL BANK 59590.01%0.03%0.09%Q1 2009Q3 202359
CAPSTONE INVESTMENT ADVISORS, LLC 2150.00%0.04%0.23%Q4 2015Q3 202359
TWO SIGMA INVESTMENTS, LP 1850.00%0.08%0.43%Q1 2014Q3 202358
GLENMEDE TRUST CO NA 4210.02%0.31%1.53%Q3 2008Q3 202357
MILLENNIUM MANAGEMENT LLC 1810.00%0.04%0.27%Q4 2013Q3 202357
BANK OF AMERICA CORP /DE/ 42420.00%0.05%0.29%Q2 2013Q3 202355
PEAK6 Investments LLC 1730.00%0.01%0.08%Q3 2018Q3 202355
HSBC HOLDINGS PLC 47470.00%0.07%0.25%Q1 2012Q3 202352
ROYAL BANK OF CANADA 42420.00%0.02%0.06%Q2 2013Q3 202351
D. E. Shaw & Co., Inc. 3230.00%0.06%0.24%Q2 2013Q3 202351
CREDIT SUISSE AG/ 43430.00%0.06%0.17%Q1 2013Q3 202351
SECURIAN ASSET MANAGEMENT, INC 49490.04%0.08%0.19%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.07%0.12%0.22%Q3 2011Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.02%0.09%0.22%Q4 2011Q3 202348
WELLS FARGO & COMPANY/MN 42420.00%0.05%0.13%Q2 2013Q3 202348
CAPITAL FUND MANAGEMENT S.A. 1210.00%0.03%0.21%Q2 2013Q3 202348
RAYMOND JAMES & ASSOCIATES 36360.00%0.05%0.13%Q4 2014Q3 202346
Cubist Systematic Strategies, LLC 38380.00%0.08%0.50%Q2 2014Q3 202345
DEUTSCHE BANK AG\ 41410.00%0.18%0.51%Q3 2013Q3 202345
AMALGAMATED BANK 44440.05%0.12%0.20%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.04%0.07%Q4 2012Q3 202344
Paloma Partners Management Co 2110.00%0.03%0.18%Q2 2013Q3 202344
BROWN BROTHERS HARRIMAN & CO 43430.12%2.03%3.74%Q1 2013Q3 202343
BANK OF MONTREAL /CAN/ 3920.00%0.06%0.20%Q2 2013Q3 202343
COMMERCE BANK 43430.00%0.02%0.05%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.07%0.12%0.22%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.06%0.11%0.17%Q1 2013Q3 202343
Veritable, L.P. 43430.02%0.04%0.07%Q4 2012Q2 202343
TORONTO DOMINION BANK 43430.00%0.04%0.16%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.07%0.12%0.20%Q1 2013Q3 202343
AQR Capital Management 4210.00%0.14%0.30%Q4 2012Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.05%0.14%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.05%0.10%0.27%Q1 2013Q3 202343
CIBC Asset Management Inc 42420.01%0.06%0.26%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.04%0.30%Q2 2013Q3 202342
Lafayette Investments 42422.52%3.16%4.16%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.05%0.08%Q2 2013Q3 202342
BRISTOL JOHN W & CO INC /NY/ 42420.99%2.29%3.27%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.03%0.07%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.02%0.05%Q2 2013Q3 202342
M&T BANK CORP 42420.01%0.03%0.10%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.01%0.14%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.03%0.10%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.02%0.08%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.02%0.07%0.18%Q2 2013Q3 202342
PROSPECTOR PARTNERS LLC 42420.30%1.15%2.08%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.08%0.14%0.23%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.06%0.12%0.19%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.04%0.14%Q2 2013Q3 202342
DnB Asset Management AS 3930.01%0.07%0.14%Q2 2013Q4 202342
Artisan Partners Limited Partnership 42420.51%1.25%2.51%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.00%0.07%0.15%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.00%0.28%0.75%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.04%0.14%0.26%Q2 2013Q3 202342
Invesco Ltd. 42420.07%0.13%0.26%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42420.02%0.05%0.09%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.06%0.11%0.20%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.05%0.10%0.17%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.02%0.11%0.16%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.02%0.06%0.14%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.02%0.27%0.91%Q2 2013Q3 202342
FMR LLC 42420.01%0.04%0.17%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.01%0.04%Q2 2013Q3 202342
Ancora Advisors LLC 42420.04%0.07%0.12%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42421.06%1.86%2.72%Q2 2013Q3 202342
Korea Investment CORP 42420.01%0.12%0.31%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.04%0.08%0.15%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.31%0.84%Q2 2013Q3 202342
APG Asset Management N.V. 42420.01%0.26%0.64%Q2 2013Q3 202342
Legal & General Group Plc 42420.07%0.13%0.21%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.06%0.21%0.46%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.02%0.12%0.30%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.00%0.05%0.16%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.04%0.05%0.09%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.11%0.49%1.18%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.04%0.09%0.17%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.01%0.15%0.36%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.06%0.17%0.49%Q2 2013Q3 202342
CONNING INC. 42420.02%0.02%0.03%Q2 2013Q3 202342
Capital Research Global Investors 42420.04%0.20%0.63%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.02%0.13%0.26%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.06%0.11%0.18%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.06%0.12%0.22%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.07%0.15%0.27%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.00%0.07%0.22%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.00%0.12%0.34%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.24%0.44%0.71%Q2 2013Q3 202342
SPEECE THORSON CAPITAL GROUP INC 42420.07%2.23%3.83%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.13%1.19%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.10%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.08%0.51%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.03%0.12%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.02%0.04%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.02%0.07%0.26%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.03%0.10%0.42%Q2 2013Q3 202342
KBC Group NV 42420.01%0.08%0.36%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.10%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.18%0.47%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.08%0.15%0.26%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.03%0.04%0.07%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42428.71%12.51%18.22%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.16%0.32%0.58%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.27%1.59%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.04%0.11%0.19%Q2 2013Q3 202342
AXA S.A. 42420.00%0.08%0.26%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
BONNESS ENTERPRISES INC 424213.48%24.48%36.54%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.03%0.08%0.21%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.04%0.13%0.26%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.05%0.07%0.11%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.04%0.10%0.21%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.13%0.32%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.02%0.33%0.60%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.06%0.12%0.20%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.06%0.13%0.43%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.02%0.16%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.13%0.31%0.79%Q2 2013Q3 202342
IRONWOOD INVESTMENT MANAGEMENT LLC 42420.04%0.40%0.72%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.08%0.16%0.31%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.08%0.34%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.44%1.03%1.59%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.12%0.51%1.32%Q2 2013Q3 202342
MCDONALD CAPITAL INVESTORS INC/CA 42428.81%13.25%16.46%Q2 2013Q3 202342
Utah Retirement Systems 42420.07%0.13%0.22%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.01%0.08%0.14%Q2 2013Q3 202342
PRENTISS SMITH & CO INC 42420.06%0.15%0.40%Q2 2013Q3 202342
NORGES BANK 4020.02%0.09%0.19%Q2 2012Q4 202242
PRUDENTIAL FINANCIAL INC 42420.05%0.09%0.29%Q2 2013Q3 202342
AVIVA PLC 42420.05%0.10%0.22%Q2 2013Q3 202342
BlackRock Inc. 42420.04%0.10%0.18%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.00%0.05%0.50%Q2 2013Q3 202342
ProShare Advisors LLC 42420.03%0.07%0.11%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.03%0.05%0.07%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.07%0.13%0.21%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.02%0.09%0.25%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.06%0.09%0.13%Q2 2013Q3 202342
Swiss National Bank 42420.05%0.14%0.23%Q2 2013Q3 202342
HARVEY INVESTMENT CO LLC 42420.05%0.09%0.16%Q2 2013Q3 202342
ClearBridge Investments 42420.03%0.11%0.28%Q2 2013Q3 202342
ADAGE CAPITAL PARTNERS GP, L.L.C. 42420.04%0.12%0.38%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.05%0.13%0.26%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.07%0.14%0.23%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.13%0.26%Q2 2013Q3 202342
STATE STREET CORP 42420.06%0.12%0.20%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.01%0.32%0.73%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.00%0.20%0.54%Q2 2013Q3 202342
BANK OF NOVA SCOTIA 3840.00%0.07%0.20%Q1 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.20%0.76%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.04%0.16%0.32%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.06%0.13%0.21%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.07%0.27%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.44%0.72%1.13%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.00%0.01%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.01%0.29%0.82%Q2 2013Q3 202342
FARMERS TRUST CO 42420.12%0.18%0.24%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42421.90%3.61%6.71%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.02%0.10%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.06%0.12%0.18%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.07%0.13%0.21%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.03%0.07%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.05%0.12%0.28%Q2 2013Q3 202342
WINSLOW ASSET MANAGEMENT INC 42420.16%0.32%0.55%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3380.00%0.15%0.56%Q2 2013Q3 202341
COMERICA BANK 3920.00%0.06%0.11%Q2 2013Q3 202341
COOKE & BIELER LP 41410.01%1.82%3.26%Q2 2013Q2 202341
Ameritas Investment Partners, Inc. 41410.02%0.03%0.04%Q3 2013Q3 202341
Creative Planning 3380.00%0.01%0.02%Q2 2013Q3 202341
Arizona State Retirement System 3380.05%0.12%0.20%Q1 2013Q3 202341
Advisors Asset Management, Inc. 41410.00%0.05%0.13%Q2 2013Q2 202341
TRUIST FINANCIAL CORP 41410.01%0.02%0.05%Q3 2013Q3 202341
SENTRY INVESTMENT MANAGEMENT LLC 21200.03%0.12%0.24%Q2 2013Q3 202341
FIRST TRUST ADVISORS LP 41410.00%0.11%0.27%Q2 2013Q2 202341
BOKF, NA 3290.01%0.10%0.25%Q2 2013Q3 202341
ING GROEP NV 31100.00%0.13%1.40%Q1 2013Q2 202341
State of Tennessee, Treasury Department 41410.01%0.15%0.29%Q3 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.08%0.15%0.24%Q3 2013Q3 202341
Rafferty Asset Management, LLC 3830.04%0.16%0.35%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.02%0.18%0.63%Q2 2013Q3 202341
ONTARIO TEACHERS PENSION PLAN BOARD 3920.00%0.47%6.12%Q2 2013Q3 202341
UNITED SERVICES AUTOMOBILE ASSOCIATION 3460.01%0.08%0.20%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.05%0.09%0.14%Q4 2013Q3 202340
Tradewinds Capital Management, LLC 40400.01%0.15%0.25%Q4 2013Q3 202340
TUDOR INVESTMENT CORP ET AL 1510.00%0.05%0.47%Q1 2014Q3 202340
STRS OHIO 3550.00%0.05%0.12%Q3 2013Q3 202340
TOCQUEVILLE ASSET MANAGEMENT L.P. 40400.03%0.22%0.58%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.07%0.14%0.23%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.08%0.15%0.24%Q3 2013Q3 202340
EARNEST PARTNERS LLC 40400.29%0.44%0.65%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.00%0.04%0.20%Q4 2013Q3 202340
TRAN CAPITAL MANAGEMENT, L.P. 3550.03%2.44%6.41%Q3 2013Q3 202340
BUCKINGHAM STRATEGIC WEALTH, LLC 3810.02%0.07%0.12%Q3 2013Q3 202339
PineBridge Investments, L.P. 1840.00%0.27%0.66%Q2 2013Q3 202339
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 29100.00%0.00%0.02%Q4 2013Q3 202339
Squarepoint Ops LLC 710.00%0.10%0.46%Q4 2014Q3 202339
WEATHERLY ASSET MANAGEMENT L. P. 39390.03%0.07%0.13%Q2 2013Q4 202239
Jefferies Group LLC 2010.00%0.01%0.04%Q2 2013Q3 202239
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.07%0.13%0.20%Q1 2014Q3 202339
Citizens Business Bank 39390.08%0.21%0.46%Q4 2012Q2 202239
CIBC Private Wealth Group, LLC 39390.01%0.01%0.02%Q1 2014Q3 202339
Andra AP-fonden 2250.09%0.25%0.37%Q2 2013Q2 202339
D.A. DAVIDSON & CO. 22170.00%0.03%0.09%Q2 2013Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.01%0.08%0.36%Q1 2014Q3 202339
TEACHER RETIREMENT SYSTEM OF TEXAS 3610.00%0.16%0.64%Q2 2013Q3 202339
EATON VANCE MANAGEMENT 38380.09%0.22%0.59%Q2 2013Q3 202238
Grantham, Mayo, Van Otterloo & Co. LLC 1850.00%0.06%0.19%Q2 2013Q2 202338
Candriam S.C.A. 36360.02%0.11%0.28%Q4 2014Q3 202338
LPL Financial LLC 3260.00%0.02%0.03%Q2 2013Q3 202338
PARSONS CAPITAL MANAGEMENT INC/RI 38380.21%0.30%0.37%Q2 2014Q3 202338
JACOBS LEVY EQUITY MANAGEMENT, INC 2810.00%0.27%0.74%Q2 2013Q3 202338
Point72 Hong Kong Ltd 810.00%0.11%0.66%Q3 2014Q3 202238
State of New Jersey Common Pension Fund D 38380.03%0.09%0.18%Q2 2014Q3 202338
TRUST CO OF VERMONT 3080.01%0.01%0.03%Q1 2014Q3 202338
TWO SIGMA SECURITIES, LLC 620.00%0.02%0.11%Q1 2017Q3 202338
STIFEL FINANCIAL CORP 37370.00%0.02%0.04%Q3 2014Q3 202337
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3340.00%0.13%0.60%Q2 2013Q3 202337
National Pension Service 37370.09%0.16%0.26%Q3 2014Q3 202337
CREDIT AGRICOLE S A 1840.00%0.11%0.65%Q2 2013Q3 202337
Renaissance Technologies 2110.00%0.17%0.62%Q2 2013Q3 202337
ROWLANDMILLER & PARTNERS.ADV 37372.25%3.54%4.61%Q4 2014Q4 202337
UBS Group AG 36360.00%0.03%0.06%Q4 2014Q3 202337
VICTORY CAPITAL MANAGEMENT INC 37370.05%0.31%0.74%Q3 2014Q3 202337
HANCOCK WHITNEY CORP 2720.02%0.27%0.70%Q3 2013Q3 202337
PRIMECAP MANAGEMENT CO/CA/ 37370.07%0.21%0.43%Q3 2014Q3 202337
LSV ASSET MANAGEMENT 3610.00%0.02%0.07%Q3 2013Q3 202337
WRIGHT INVESTORS SERVICE INC 36360.11%1.07%2.50%Q4 2014Q3 202336
Glassman Wealth Services 36360.01%0.02%0.03%Q4 2014Q3 202336
BROWN ADVISORY INC 36360.00%0.05%0.68%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.14%0.43%Q4 2014Q3 202336
Tower Research Capital LLC (TRC) 2070.00%0.05%0.14%Q3 2013Q3 202336
TCI Wealth Advisors, Inc. 2880.00%0.01%0.04%Q1 2014Q1 202336
SVB WEALTH LLC 36360.01%0.11%0.49%Q4 2014Q3 202336
Alberta Investment Management Corp 1650.02%0.11%0.33%Q2 2014Q3 202336
BARINGS LLC 3060.01%0.04%0.08%Q2 2013Q4 202236
NOMURA HOLDINGS INC 810.00%0.01%0.10%Q4 2012Q1 202336
Norinchukin Bank, The 36360.01%0.04%0.11%Q4 2014Q3 202336
IBM Retirement Fund 36360.07%0.11%0.19%Q2 2013Q1 202236
Petrus Trust Company, LTA 22140.05%2.78%4.15%Q4 2012Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.05%0.09%0.15%Q2 2013Q1 202236
Peak Asset Management, LLC 36360.09%0.11%0.14%Q4 2014Q3 202336
Verition Fund Management LLC 810.00%0.05%0.37%Q4 2014Q3 202335
WHITTIER TRUST CO 35350.00%0.05%0.13%Q1 2015Q3 202335
GAMBLE JONES INVESTMENT COUNSEL 35350.04%0.09%0.15%Q2 2014Q4 202235
Transamerica Financial Advisors, Inc. 2310.01%0.29%1.43%Q2 2013Q3 202335
1832 Asset Management L.P. 35350.03%0.45%1.24%Q1 2015Q3 202335
Employees Retirement System of Texas 3320.01%0.06%0.19%Q2 2013Q2 202335
HighTower Advisors, LLC 2830.00%0.02%0.06%Q4 2013Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.06%0.12%Q1 2015Q3 202335
BRADLEY FOSTER & SARGENT INC/CT 1840.01%0.06%0.56%Q2 2013Q3 202335
FDx Advisors, Inc. 35350.01%0.05%0.11%Q1 2015Q3 202335
SCHRODER INVESTMENT MANAGEMENT GROUP 3410.00%0.05%0.13%Q3 2014Q3 202335
Checchi Capital Advisers, LLC 35350.03%0.06%0.09%Q1 2015Q3 202335
FARMERS & MERCHANTS INVESTMENTS INC 35350.00%0.00%0.00%Q1 2015Q3 202335
TCTC Holdings, LLC 35350.01%0.03%0.06%Q1 2015Q3 202335
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 27270.00%0.91%1.52%Q1 2017Q3 202335
Allworth Financial LP 35350.00%0.01%0.02%Q1 2015Q3 202335
J.P. Morgan Private Wealth Advisors LLC 3110.00%0.08%0.26%Q1 2014Q3 202335
Winfield Associates, Inc. 34340.04%0.47%1.18%Q4 2013Q1 202234
World Asset Management Inc 34340.06%0.10%0.17%Q2 2013Q3 202134
Tredje AP-fonden 34340.08%0.17%0.45%Q2 2015Q3 202334
Carnegie Capital Asset Management, LLC 34340.04%0.64%1.45%Q2 2015Q3 202334
BALDWIN BROTHERS LLC/MA 34340.02%0.05%0.30%Q3 2015Q4 202334
Advisory Services Network, LLC 2710.01%0.08%0.13%Q4 2013Q3 202334
AMP Capital Investors Ltd 34340.02%0.10%0.20%Q2 2013Q3 202134
EVERENCE CAPITAL MANAGEMENT INC 34340.09%0.18%0.27%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.03%0.10%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.00%0.01%0.01%Q4 2013Q1 202234
WELLINGTON MANAGEMENT GROUP LLP 2820.00%0.29%0.76%Q2 2013Q3 202334
Parkside Financial Bank & Trust 33330.00%0.10%0.18%Q3 2015Q3 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.07%0.44%1.30%Q2 2013Q3 202333
Vident Investment Advisory, LLC 33330.00%0.13%0.34%Q2 2015Q2 202333
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3210.02%0.03%0.04%Q1 2014Q3 202333
Gemmer Asset Management LLC 33330.00%0.01%0.01%Q1 2014Q1 202233
Raymond James Financial Services Advisors, Inc. 33330.00%0.04%0.10%Q3 2015Q3 202333
Ariel Investments 33330.00%0.61%1.17%Q3 2015Q3 202333
Pacer Advisors, Inc. 3210.00%0.06%0.11%Q4 2013Q3 202333
BURNEY CO/ 3210.03%0.05%0.10%Q2 2013Q3 202333
UMB Bank, n.a. 33330.02%0.30%0.99%Q3 2015Q3 202333
PITCAIRN CO 33330.03%0.08%0.30%Q3 2015Q3 202333
TOKIO MARINE ASSET MANAGEMENT CO LTD 19140.03%0.07%0.12%Q2 2013Q3 202333
CENTRAL SECURITIES CORP 33330.80%3.48%7.76%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.01%Q4 2015Q4 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.01%Q2 2013Q2 202133
PGGM Investments 2760.05%0.22%0.48%Q1 2013Q1 202233
PICTET ASSET MANAGEMENT LTD 33330.03%0.04%0.06%Q2 2013Q2 202133
WINTON GROUP Ltd 1620.03%0.22%0.80%Q2 2014Q1 202333
Endurance Wealth Management, Inc. 33330.00%0.00%0.03%Q2 2015Q2 202333
Handelsbanken Fonder AB 32320.07%0.74%1.74%Q4 2015Q3 202332
MCF Advisors LLC 2050.00%0.01%0.02%Q3 2014Q3 202332
CIBC WORLD MARKET INC. 2750.00%0.02%0.08%Q3 2015Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.03%0.10%0.60%Q4 2015Q3 202332
INTRUST BANK NA 2750.05%0.08%0.29%Q3 2014Q3 202332
BBVA USA Bancshares, Inc. 32320.02%0.15%0.32%Q2 2013Q1 202132
LS Investment Advisors, LLC 32320.00%0.12%0.16%Q2 2013Q1 202132
St. Louis Trust Co 32320.43%0.74%1.09%Q4 2015Q3 202332
COLONY GROUP LLC 1210.00%0.06%1.64%Q2 2013Q3 202332
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.07%0.53%Q1 2014Q3 202332
North Star Investment Management Corp. 2840.00%0.01%0.03%Q1 2014Q3 202332
ASSETMARK, INC 32320.00%0.23%0.58%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.01%0.23%0.74%Q4 2015Q3 202332
First Personal Financial Services 3020.00%0.03%0.06%Q3 2015Q3 202332
GAM Holding AG 1710.01%0.06%0.26%Q2 2013Q3 202332
Hudock, Inc. 31310.02%0.05%0.07%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.05%0.19%Q4 2015Q3 202331
Sutton Wealth Advisors Inc. 31310.01%0.15%0.21%Q1 2016Q3 202331
Choate Investment Advisors 1820.01%0.03%0.06%Q2 2013Q3 202331
PARNASSUS INVESTMENTS, LLC 18130.04%0.23%0.73%Q1 2015Q3 202331
LONDON CO OF VIRGINIA 31310.38%1.32%2.94%Q1 2016Q3 202331
Private Advisor Group, LLC 2920.01%0.02%0.06%Q4 2015Q3 202331
Aperio Group, LLC 31310.04%0.08%0.18%Q2 2013Q4 202031
QS Investors, LLC 2920.00%0.07%0.90%Q2 2013Q2 202131
Geneos Wealth Management Inc. 31310.00%0.05%0.21%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.03%0.09%0.15%Q2 2013Q4 202031
Janney Montgomery Scott LLC 3010.01%0.03%0.06%Q4 2015Q3 202331
Mn Services Vermogensbeheer B.V. 20100.09%0.26%0.43%Q1 2016Q3 202330
FIDUCIARY MANAGEMENT INC /WI/ 16141.45%2.55%3.85%Q3 2014Q3 202330
Mount Yale Investment Advisors, LLC 23230.00%0.40%0.60%Q1 2018Q3 202330
NATIXIS 1410.00%0.10%0.63%Q4 2013Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.01%0.04%0.06%Q2 2016Q3 202330
Polar Capital LLP 30300.16%0.37%0.63%Q2 2013Q3 202030
UNITED CAPITAL FINANCIAL ADVISORS, LLC 30300.00%0.01%0.03%Q2 2016Q3 202330
TWO SIGMA ADVISERS, LP 2010.00%0.21%0.67%Q2 2014Q3 202330
Financial Architects, Inc 2510.00%0.24%0.42%Q2 2015Q2 202330
WASHINGTON TRUST BANK 2190.00%0.25%1.14%Q1 2014Q3 202130
PRIVATE TRUST CO NA 2550.00%0.18%0.33%Q1 2013Q3 202330
Brandywine Global Investment Management, LLC 16140.00%0.18%0.50%Q3 2013Q2 202230
Capital Planning Advisors, LLC 2820.10%0.27%1.06%Q1 2016Q3 202330
Cornerstone Advisors, Inc. 30300.00%0.05%0.16%Q2 2013Q3 202030
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1310.03%0.19%0.28%Q3 2006Q4 201930
PRELUDE CAPITAL MANAGEMENT, LLC 910.00%0.02%0.05%Q2 2014Q4 202229
Mirae Asset Global Investments Co., Ltd. 29290.02%0.04%0.06%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.10%0.16%0.21%Q4 2013Q4 202029
Gotham Asset Management, LLC 1320.00%0.05%0.22%Q3 2013Q3 202329
Cetera Advisor Networks LLC 2360.01%0.02%0.03%Q1 2013Q3 202329
South Dakota Investment Council 2540.01%0.05%0.21%Q3 2014Q3 202329
BERKSHIRE ASSET MANAGEMENT LLC/PA 2630.02%0.13%0.30%Q2 2016Q3 202329
PEAK6 Group LLC 810.00%0.01%0.05%Q4 2013Q2 201829
SIGNATUREFD, LLC 2310.00%0.02%0.04%Q2 2014Q3 202329
Horizon Investment Services, LLC 2350.10%1.37%3.46%Q4 2014Q3 202328
FIL Ltd 28280.00%0.26%0.80%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.06%0.15%0.25%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.00%0.01%0.01%Q4 2016Q3 202328
PINNACLE ASSOCIATES LTD 28280.00%0.03%0.08%Q4 2016Q3 202328
FINANCIAL COUNSELORS INC 28280.07%0.12%0.17%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.02%0.07%Q4 2016Q3 202328
MEEDER ASSET MANAGEMENT INC 2710.02%0.19%0.62%Q1 2016Q3 202328
CIBC WORLD MARKETS CORP 28280.03%0.12%0.27%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.13%0.17%0.23%Q4 2016Q3 202328
Capco Asset Management, LLC 28284.98%11.28%15.64%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.01%0.24%0.57%Q4 2016Q3 202328
LFL Advisers, LLC 28283.27%5.51%6.92%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.09%0.14%0.21%Q4 2016Q3 202328
Glenview Trust Co 28280.01%0.03%0.04%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.02%0.04%Q4 2016Q3 202328
CHOREO, LLC 28280.02%0.04%0.06%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.55%0.74%0.96%Q4 2016Q3 202328
WOODMONT INVESTMENT COUNSEL LLC 2010.03%0.05%0.07%Q3 2013Q3 202328
Engineers Gate Manager LP 1130.01%0.15%0.50%Q3 2015Q3 202328
JANICZEK WEALTH MANAGEMENT, LLC 28280.48%1.05%1.55%Q4 2016Q3 202328
Cubic Asset Management, LLC 28280.09%0.19%0.31%Q4 2016Q3 202328
Plante Moran Financial Advisors, LLC 2010.00%0.01%0.03%Q3 2014Q3 202328
SRB CORP 18100.02%0.04%0.12%Q3 2014Q3 202128
ADVISOR PARTNERS LLC 28280.08%0.12%0.18%Q3 2015Q2 202228
DUPONT CAPITAL MANAGEMENT CORP 2340.00%0.09%0.34%Q1 2015Q4 202227
Connor, Clark & Lunn Investment Management Ltd. 1410.00%0.10%0.25%Q3 2015Q3 202327
HUSSMAN STRATEGIC ADVISORS, INC. 1710.01%0.47%1.79%Q3 2013Q4 202227
AMERICAN CENTURY COMPANIES INC 2210.00%0.08%0.26%Q2 2013Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.01%0.03%Q2 2013Q4 201927
COMMERZBANK AKTIENGESELLSCHAFT /FI 27270.00%0.03%0.18%Q2 2013Q4 201927
Armor Investment Advisors, LLC 15120.22%0.35%0.45%Q4 2016Q3 202327
Ballentine Partners, LLC 27270.01%0.02%0.03%Q1 2017Q3 202327
RMB Capital Management, LLC 1760.00%0.70%1.64%Q4 2016Q3 202327
Baystate Wealth Management LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
JNBA Financial Advisors 2010.00%0.00%0.00%Q1 2016Q3 202327
Global Retirement Partners, LLC 2070.00%0.03%0.28%Q4 2016Q3 202327
Kohmann Bosshard Financial Services, LLC 2520.07%0.14%0.29%Q4 2016Q3 202327
MUFG Americas Holdings Corp 2110.00%0.00%0.02%Q4 2010Q3 202227
SALEM INVESTMENT COUNSELORS INC 1920.00%0.00%0.00%Q3 2016Q3 202327
ACADIAN ASSET MANAGEMENT LLC 1910.00%0.00%0.01%Q3 2014Q1 202327
Richard Bernstein Advisors LLC 27270.09%0.21%0.52%Q1 2016Q3 202227
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.25%0.46%Q1 2017Q3 202327
CLEARARC CAPITAL INC 27270.06%0.11%0.20%Q2 2013Q4 201927
State of Alaska, Department of Revenue 27270.04%0.12%0.16%Q1 2017Q3 202327
Pineno Levin & Ford Asset Management, Inc. 27271.17%1.84%2.63%Q2 2015Q4 202127
FAYEZ SAROFIM & CO 27270.00%0.49%1.02%Q1 2017Q3 202327
Freedom Investment Management, Inc. 2430.01%0.04%0.06%Q2 2016Q3 202327
CENTRAL BANK & TRUST CO 2520.00%0.86%1.32%Q2 2015Q3 202327
Baird Financial Group, Inc. 2110.00%0.68%1.59%Q2 2015Q3 202327
INVERNESS COUNSEL LLC /NY/ 27270.41%2.19%2.87%Q1 2016Q3 202227
ZWJ INVESTMENT COUNSEL INC 27270.03%1.66%2.45%Q1 2017Q3 202327
FORSTA AP-FONDEN 1510.10%0.26%0.53%Q4 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
Carroll Financial Associates, Inc. 27270.00%0.00%0.00%Q2 2015Q4 202127
Municipal Employees' Retirement System of Michigan 2070.02%0.06%0.13%Q3 2013Q2 202027
PATTEN & PATTEN INC/TN 27270.33%1.70%2.28%Q1 2017Q3 202327
WENDELL DAVID ASSOCIATES INC 27270.04%0.05%0.07%Q1 2017Q3 202327
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.14%0.35%Q2 2013Q3 201926
FIRST MANHATTAN CO. LLC. 1930.00%0.00%0.00%Q2 2013Q3 202326
Summit Global Investments 14120.19%1.10%2.89%Q4 2016Q3 202326
Laurion Capital Management LP 1010.00%0.04%0.24%Q3 2015Q3 202326
FIRST MERCANTILE TRUST CO 13130.02%0.09%0.31%Q2 2013Q3 202126
CRAWFORD INVESTMENT COUNSEL INC 2420.01%0.01%0.02%Q4 2014Q3 202326
Crossmark Global Holdings, Inc. 2510.07%0.09%0.12%Q3 2016Q3 202326
AEGON ASSET MANAGEMENT UK PLC 2210.03%0.18%0.55%Q2 2015Q2 202326
FOSTER DYKEMA CABOT & CO INC/MA 2420.04%0.06%0.10%Q1 2016Q3 202226
CONGRESS ASSET MANAGEMENT CO /MA 26260.01%0.51%0.96%Q2 2017Q3 202326
SIGMA INVESTMENT COUNSELORS INC 14120.06%0.10%0.16%Q1 2017Q3 202326
Lombard Odier Asset Management (Switzerland) SA 1210.01%0.14%0.48%Q2 2014Q1 202326
CWM, LLC 1620.00%0.04%0.12%Q3 2013Q3 202326
CAPTRUST FINANCIAL ADVISORS 26260.01%0.04%0.12%Q2 2017Q3 202326
USS Investment Management Ltd 14120.02%0.17%0.41%Q2 2016Q3 202326
SUNTRUST BANKS INC 26260.00%0.01%0.08%Q2 2013Q3 201926
Coyle Financial Counsel LLC 2410.30%1.68%3.08%Q2 2016Q3 202325
WealthTrust Fairport, LLC 1580.00%0.11%1.16%Q2 2013Q1 201925
abrdn plc 25250.02%0.07%0.14%Q3 2017Q3 202325
Venturi Wealth Management, LLC 1440.06%0.83%1.34%Q3 2016Q3 202325
Barbara Oil Co. 25250.39%0.56%0.80%Q3 2017Q3 202325
GREENLEAF TRUST 25250.00%0.01%0.02%Q3 2017Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.03%0.03%0.05%Q2 2013Q2 201925
AMUNDI ASSET MANAGEMENT US, INC. 1710.00%0.24%1.09%Q4 2012Q1 202125
HOWE & RUSLING INC 2140.00%0.00%0.00%Q2 2014Q3 202225
Coastline Trust Co 25250.05%0.13%0.17%Q3 2017Q3 202325
YorkBridge Wealth Partners, LLC 25250.07%0.18%0.34%Q4 2016Q4 202225
COOKSON PEIRCE & CO INC 1640.02%0.78%2.68%Q3 2015Q2 202325
First Horizon Advisors, Inc. 2110.00%0.00%0.01%Q2 2012Q3 202325
MARSHALL WACE, LLP 910.01%0.14%0.43%Q1 2014Q2 202325
FIDUCIARY TRUST CO 2410.00%0.01%0.02%Q2 2017Q3 202325
NN Investment Partners Holdings N.V. 25250.00%0.09%0.22%Q1 2016Q1 202225
CORTLAND ASSOCIATES INC/MO 1320.02%0.04%0.07%Q1 2016Q3 202325
AGF Investments LLC 24240.00%0.11%0.42%Q4 2016Q3 202224
Stratos Wealth Partners, LTD. 24240.01%0.10%0.22%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.06%0.08%Q4 2017Q3 202324
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1910.00%0.11%0.93%Q4 2016Q3 202324
Northwest Bancshares, Inc. 24240.08%0.14%0.21%Q4 2017Q3 202324
Front Row Advisors LLC 24240.02%0.03%0.03%Q4 2017Q3 202324
Achmea Investment Management B.V. 1250.02%0.19%0.33%Q1 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.05%0.10%0.16%Q4 2017Q3 202324
12th Street Asset Management Company, LLC 24242.68%5.52%9.76%Q4 2017Q3 202324
OLD NATIONAL BANCORP /IN/ 24240.01%0.19%0.51%Q4 2017Q3 202324
SHELTON CAPITAL MANAGEMENT 24240.02%0.16%0.51%Q4 2017Q3 202324
RELIANCE TRUST CO OF DELAWARE 24240.04%0.06%0.11%Q2 2013Q1 201924
Renaissance Investment Group LLC 24240.09%0.12%0.20%Q4 2017Q3 202324
HENNESSY ADVISORS INC 1680.07%0.16%0.22%Q1 2015Q4 202124
RATIONAL ADVISORS LLC 810.00%0.07%0.76%Q1 2009Q2 202324
Treasurer of the State of North Carolina 24240.09%0.19%0.59%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.04%0.07%0.13%Q2 2013Q1 201924
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.02%0.10%0.26%Q2 2013Q1 201924
Avior Wealth Management, LLC 24240.00%0.07%0.12%Q4 2017Q3 202324
Cipher Capital LP 510.05%0.46%1.00%Q2 2013Q3 202324
HL FINANCIAL SERVICES LLC 24240.70%1.45%2.65%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.11%0.14%0.18%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
MARINO, STRAM & ASSOCIATES LLC 24240.18%0.27%0.36%Q4 2017Q3 202324
MAI Capital Management 1910.01%0.06%0.13%Q2 2013Q3 202324
Man Group plc 23230.02%0.07%0.14%Q1 2018Q3 202323
Cribstone Capital Management, LLC 23230.00%0.01%0.01%Q2 2017Q4 202223
VAN ECK ASSOCIATES CORP 1230.00%0.01%0.02%Q4 2014Q3 202323
McKinley Carter Wealth Services, Inc. 23230.01%0.07%0.11%Q1 2018Q3 202323
Markel Corporation 23230.24%0.88%1.37%Q1 2018Q3 202323
Caprock Group, LLC 1420.03%0.06%0.10%Q1 2017Q3 202323
Atria Investments, Inc 1490.02%0.10%0.18%Q4 2017Q3 202323
Ceredex Value Advisors LLC 23230.45%1.14%3.03%Q1 2018Q3 202323
Schonfeld Strategic Advisors LLC 510.00%0.14%0.58%Q2 2016Q3 202323
Asset Dedication, LLC 1850.01%0.06%0.15%Q4 2017Q3 202323
Compagnie Lombard Odier SCmA 1940.00%0.15%0.39%Q4 2013Q3 202323
B. Riley Wealth Advisors, Inc. 2210.00%0.04%0.06%Q4 2014Q3 202323
VILLERE ST DENIS J & CO LLC 23231.38%4.72%8.59%Q1 2018Q3 202323
Kovack Advisors, Inc. 1410.03%0.07%0.15%Q1 2016Q2 202323
FRED ALGER MANAGEMENT, LLC 1540.00%0.42%1.06%Q4 2015Q3 202323
Bridgewater Associates 510.00%0.05%0.20%Q2 2013Q3 202323
BRYN MAWR TRUST Co 23230.01%0.02%0.03%Q1 2018Q3 202323
Chicago Capital, LLC 23231.56%2.78%3.51%Q1 2018Q3 202323
ZEVENBERGEN CAPITAL INVESTMENTS LLC 23230.01%0.04%0.09%Q1 2018Q3 202323
Willow Creek Wealth Management Inc. 23230.05%0.10%0.14%Q1 2018Q3 202323
GREAT LAKES ADVISORS, LLC 1390.01%0.02%0.16%Q1 2017Q3 202322
OAKBROOK INVESTMENTS LLC 1130.08%0.14%0.20%Q1 2014Q4 201922
FLAGSHIP HARBOR ADVISORS, LLC 22220.02%0.03%0.04%Q2 2018Q3 202322
Laffer Tengler Investments, Inc. 940.04%0.26%0.71%Q2 2015Q3 202322
MGO ONE SEVEN LLC 2020.06%0.30%0.61%Q4 2017Q3 202322
Point72 Asset Management, L.P. 1010.00%0.10%0.57%Q3 2014Q4 202222
MML INVESTORS SERVICES, LLC 2110.01%0.02%0.03%Q2 2017Q3 202322
DEARBORN PARTNERS LLC 1750.02%0.05%0.16%Q2 2013Q3 202322
Twin Tree Management, LP 1010.00%0.02%0.14%Q4 2015Q3 202222
FIRST HAWAIIAN BANK 2110.00%0.13%0.20%Q2 2013Q3 202322
CULLEN/FROST BANKERS, INC. 1930.00%0.12%0.20%Q1 2018Q3 202322
Cadence Bank 22220.04%0.10%0.16%Q2 2018Q3 202322
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2110.01%0.40%1.51%Q1 2018Q3 202322
Gifford Fong Associates 22220.09%0.12%0.19%Q2 2018Q3 202322
Strategic Wealth Partners, Ltd. 22220.00%0.34%0.84%Q4 2017Q1 202322
Cetera Advisors LLC 1910.01%0.02%0.16%Q4 2013Q3 202322
Rockefeller Capital Management L.P. 22220.00%0.52%2.33%Q2 2018Q3 202322
MARIETTA INVESTMENT PARTNERS LLC 22220.21%1.18%3.13%Q4 2017Q1 202322
Liberty Mutual Group Asset Management Inc. 22220.03%0.05%0.07%Q2 2013Q3 201822
MASSMUTUAL TRUST CO FSB/ADV 1820.00%0.00%0.01%Q1 2016Q4 202322
Meridian Wealth Management, LLC 22220.03%0.15%0.41%Q2 2018Q3 202322
Meiji Yasuda Life Insurance Co 1210.00%0.08%0.29%Q2 2013Q3 202322
IMA Wealth, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
Shepherd Financial Partners LLC 22220.05%0.35%0.53%Q2 2018Q3 202322
Financial Management Professionals, Inc. 1480.00%0.00%0.01%Q2 2013Q3 202322
Darwin Wealth Management, LLC 22220.08%0.15%0.27%Q3 2017Q4 202222
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2110.00%0.13%0.45%Q1 2018Q3 202322
Quadrature Capital Ltd 910.04%0.48%1.92%Q1 2016Q3 202321
GSA CAPITAL PARTNERS LLP 720.02%0.10%0.34%Q4 2013Q4 202221
BAILARD, INC. 1920.02%0.18%0.39%Q2 2017Q3 202321
V Wealth Advisors LLC 1110.01%0.51%0.85%Q2 2017Q2 202321
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1470.00%0.29%0.73%Q1 2018Q3 202321
Mount Lucas Management LP 940.02%0.72%1.09%Q3 2015Q3 202321
Unigestion Holding SA 1560.22%1.85%3.51%Q2 2018Q3 202321
Penserra Capital Management LLC 21210.01%0.05%0.28%Q3 2018Q3 202321
VALLEY NATIONAL ADVISERS INC 1470.00%0.00%0.00%Q2 2015Q3 202321
MADISON INVESTMENT HOLDINGS INC 21210.08%0.42%1.71%Q3 2014Q3 201921
ROTHSCHILD INVESTMENT LLC /IL 1650.09%0.21%0.34%Q3 2014Q2 202121
Ipswich Investment Management Co., Inc. 2010.01%1.19%1.48%Q1 2016Q3 202321
Impax Asset Management Group plc 21210.01%0.01%0.03%Q3 2018Q3 202321
FIRST BUSINESS FINANCIAL SERVICES, INC. 1650.09%0.13%0.17%Q4 2015Q4 202121
FULLER & THALER ASSET MANAGEMENT, INC. 21210.00%0.01%0.02%Q2 2013Q2 201821
Symmetry Partners, LLC 21210.06%0.11%0.28%Q4 2018Q4 202321
STEPHENS INC /AR/ 21210.01%0.04%0.08%Q3 2018Q3 202321
Jacobi Capital Management LLC 21210.00%0.00%0.00%Q3 2016Q3 202121
JLB & ASSOCIATES INC 21210.09%0.78%1.66%Q3 2018Q3 202321
Quantitative Investment Management, LLC 710.04%0.20%0.82%Q3 2013Q1 202221
EVERETT HARRIS & CO /CA/ 21210.03%0.50%0.72%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.09%0.14%0.25%Q2 2013Q2 201821
Horizon Investments, LLC 1130.01%0.03%0.14%Q4 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.03%0.10%Q3 2018Q3 202321
Belpointe Asset Management LLC 21210.01%0.05%0.19%Q1 2018Q1 202321
Baldwin Investment Management, LLC 21210.06%0.10%0.14%Q2 2018Q2 202321
SEVEN EIGHT CAPITAL, LP 610.01%0.33%0.85%Q4 2013Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.02%0.05%Q4 2018Q3 202320
Eukles Asset Management 20200.42%0.75%1.34%Q4 2018Q3 202320
Trexquant Investment LP 710.02%0.25%0.60%Q4 2014Q3 202320
Sky Investment Group LLC 20200.07%0.10%0.12%Q4 2018Q3 202320
SCOTIA CAPITAL INC. 640.00%0.01%0.03%Q1 2017Q3 202320
Svenska Handelsbanken AB (publ) 20200.04%2.00%3.81%Q4 2015Q3 202020
Chesley Taft & Associates LLC 1910.02%0.11%0.18%Q3 2018Q3 202320
Ellevest, Inc. 20200.00%0.01%0.04%Q4 2018Q3 202320
FOSTER & MOTLEY INC 20200.08%0.27%0.77%Q4 2018Q3 202320
Kinneret Advisory, LLC 20200.17%0.21%0.27%Q4 2018Q3 202320
Liberty Capital Management, Inc. 1280.35%0.50%0.68%Q3 2018Q3 202320
Hillsdale Investment Management Inc. 1910.00%0.04%0.11%Q1 2015Q2 202020
BP PLC 1910.09%0.34%1.20%Q1 2016Q2 202120
AMF Tjanstepension AB 20200.18%0.29%0.52%Q4 2018Q3 202320
Assenagon Asset Management S.A. 1210.00%0.10%1.11%Q1 2017Q3 202320
MONETARY MANAGEMENT GROUP INC 20200.03%0.41%0.99%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.02%0.05%0.06%Q4 2015Q3 202020
PICTON MAHONEY ASSET MANAGEMENT 1220.00%0.99%1.65%Q3 2014Q3 202320
BRIDGES INVESTMENT MANAGEMENT INC 20200.02%0.77%1.30%Q4 2018Q3 202320
ALLSTATE CORP 20200.02%0.08%0.15%Q4 2018Q3 202320
Lombard Odier Asset Management (Europe) Ltd 1910.02%0.14%1.06%Q4 2014Q4 202020
C M BIDWELL & ASSOCIATES LTD 1110.05%0.76%1.93%Q2 2013Q4 202020
SMITH ASSET MANAGEMENT GROUP LP 1730.00%0.98%2.40%Q2 2013Q2 202120
American Portfolios Advisors 20200.01%0.01%0.02%Q4 2017Q3 202220
AE Wealth Management LLC 1910.01%0.04%0.09%Q2 2018Q3 202320
MPS Loria Financial Planners, LLC 20200.69%0.80%0.96%Q4 2018Q3 202320
Valeo Financial Advisors, LLC 1510.01%0.02%0.03%Q3 2017Q3 202320
Redpoint Investment Management Pty Ltd 20200.09%0.17%0.37%Q4 2017Q3 202220
MATHER GROUP, LLC. 20200.01%0.04%0.08%Q4 2018Q3 202320
CX Institutional 20200.00%0.12%0.54%Q4 2018Q3 202320
Barrett Asset Management, LLC 20200.03%0.69%1.53%Q2 2017Q1 202220
Financial Gravity Asset Management, Inc. 1230.00%0.04%0.11%Q1 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Inlet Private Wealth, LLC 20200.10%0.14%0.20%Q4 2018Q3 202320
Hardy Reed LLC 20200.16%0.23%0.32%Q4 2018Q3 202320
MBM Wealth Consultants, LLC 20200.01%0.03%0.12%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.11%0.15%0.17%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.03%0.10%0.26%Q1 2013Q4 201720
Lindbrook Capital, LLC 20200.01%0.06%0.16%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.18%0.30%0.39%Q4 2018Q3 202320
WealthBridge Capital Management, LLC 20200.27%0.39%0.48%Q4 2018Q3 202320
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20200.03%0.06%0.11%Q4 2018Q3 202320
Savant Capital, LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.08%0.10%0.16%Q2 2013Q1 201820
Quantbot Technologies LP 610.01%0.35%1.03%Q4 2014Q2 202319
FULTON BANK, N.A. 19190.01%0.03%0.05%Q2 2019Q4 202319
SevenBridge Financial Group, LLC 1540.06%0.10%0.17%Q4 2018Q3 202319
NewEdge Advisors, LLC 610.00%0.04%0.20%Q2 2016Q3 202319
OSTERWEIS CAPITAL MANAGEMENT INC 1631.55%2.32%3.49%Q4 2016Q3 202319
RENAISSANCE GROUP LLC 1810.01%0.82%1.36%Q1 2016Q2 202119
Zions Bancorporation, N.A. 19190.00%0.01%0.02%Q1 2019Q3 202319
VALLEY WEALTH MANAGERS, INC. 19191.57%1.90%2.27%Q1 2019Q3 202319
Dorsey & Whitney Trust CO LLC 19190.04%0.06%0.08%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.04%0.07%Q1 2019Q3 202319
Stonehearth Capital Management, LLC 19190.14%0.22%0.31%Q2 2019Q4 202319
MV CAPITAL MANAGEMENT, INC. 1180.00%0.00%0.01%Q2 2016Q3 202319
Steel Canyon Capital, LLC 19190.72%5.64%12.12%Q1 2019Q3 202319
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.00%0.14%0.36%Q1 2015Q2 202319
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1540.10%1.90%2.87%Q1 2016Q2 202319
Sequoia Financial Advisors, LLC 19190.01%0.05%0.16%Q1 2019Q3 202319
Dakota Wealth Management 19190.37%0.56%0.92%Q1 2019Q3 202319
BerganKDV Wealth Management, LLC 19190.00%0.00%0.00%Q4 2018Q2 202319
EXANE DERIVATIVES 19190.00%0.07%0.28%Q4 2017Q2 202219
BENJAMIN EDWARDS INC 19190.02%0.25%0.50%Q1 2019Q3 202319
Lantz Financial LLC 19190.88%1.06%1.27%Q1 2019Q3 202319
Summit Asset Management, LLC 19190.22%0.52%0.62%Q1 2019Q3 202319
Alyeska Investment Group, L.P. 720.02%0.34%0.68%Q2 2016Q3 202319
TimesSquare Capital Management, LLC 19190.23%1.39%2.12%Q4 2016Q2 202119
Handelsinvest Investeringsforvaltning 19190.13%0.43%0.97%Q4 2015Q2 202019
FIRST MIDWEST BANK TRUST DIVISION 1720.04%0.09%0.13%Q4 2015Q4 202119
Princeton Global Asset Management LLC 19190.01%0.02%0.05%Q1 2019Q3 202319
OSSIAM 1810.01%0.15%0.40%Q4 2018Q3 202319
Proficio Capital Partners LLC 1540.00%0.01%0.05%Q4 2015Q3 202319
NEXT Financial Group, Inc 1410.00%0.03%0.15%Q3 2014Q4 202119
Jackson, Grant Investment Advisers, Inc. 19190.01%0.03%0.05%Q1 2019Q3 202319
Arden Trust Co 19190.04%0.12%0.17%Q2 2019Q4 202319
Ruane, Cunniff & Goldfarb 19190.01%0.01%0.02%Q2 2013Q4 201719
Covenant Partners, LLC 19190.14%0.17%0.22%Q1 2019Q3 202319
Convergence Investment Partners, LLC 910.02%0.20%0.38%Q2 2015Q3 202319
NorthCoast Asset Management LLC 19190.05%1.00%2.95%Q1 2017Q3 202119
Balentine LLC 1040.00%0.04%0.13%Q1 2017Q3 202319
Capital World Investors 1540.02%0.14%0.21%Q2 2013Q3 202319
Ferris Capital, LLC 1630.14%0.86%1.69%Q2 2017Q1 202219
Qube Research & Technologies Ltd 920.01%0.15%0.39%Q1 2018Q3 202319
WESTFIELD CAPITAL MANAGEMENT CO LP 1360.04%0.69%1.11%Q1 2017Q3 202319
Private Capital Group, LLC 19190.01%0.03%0.06%Q4 2017Q2 202219
INVESTMENT MANAGEMENT OF VIRGINIA LLC 19190.19%0.31%0.44%Q3 2018Q1 202319
Silvant Capital Management LLC 19190.01%0.06%0.34%Q1 2019Q3 202319
WEALTHFRONT Corp 19190.01%0.01%0.02%Q1 2014Q3 201819
LOOMIS SAYLES & CO L P 910.00%0.01%0.06%Q2 2015Q1 202319
First National Bank of South Miami 19190.21%0.26%0.33%Q4 2018Q2 202319
FineMark National Bank & Trust 1510.01%0.05%0.38%Q2 2013Q3 202318
NIPPON LIFE INSURANCE CO 18180.03%0.06%0.09%Q2 2013Q3 201718
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1350.02%0.14%0.40%Q1 2015Q3 202018
DONALDSON CAPITAL MANAGEMENT, LLC 1230.02%0.04%0.08%Q1 2018Q3 202318
IBEX WEALTH ADVISORS 1010.09%0.44%1.52%Q4 2016Q1 202218
PRUDENTIAL PLC 730.00%0.03%0.08%Q3 2016Q3 202318
FIRST QUADRANT LLC/CA 18180.00%0.31%0.60%Q1 2015Q2 201918
Heritage Wealth Advisors 18180.02%1.05%1.76%Q2 2019Q3 202318
I.G. INVESTMENT MANAGEMENT, LTD. 18180.03%0.06%0.10%Q2 2013Q3 201718
Zurich Insurance Group Ltd/FI 1210.05%0.21%0.79%Q3 2015Q3 202318
Calamos Advisors LLC 1530.00%0.01%0.07%Q1 2015Q4 201918
WESBANCO BANK INC 1170.06%0.10%0.16%Q1 2019Q3 202318
Aspire Private Capital, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Stratos Wealth Advisors, LLC 18180.09%0.19%0.56%Q2 2019Q3 202318
ATLAS CAPITAL ADVISORS LLC 18180.00%0.20%0.48%Q1 2018Q2 202218
Archford Capital Strategies, LLC 1260.00%0.00%0.02%Q2 2014Q2 201918
IndexIQ Advisors LLC 18180.04%0.13%0.20%Q4 2017Q1 202218
OPPENHEIMER & CO INC 1080.01%0.01%0.03%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.03%0.07%Q2 2013Q3 201718
NEXT CENTURY GROWTH INVESTORS LLC 1440.06%0.32%0.51%Q2 2017Q3 202318
VIRGINIA RETIREMENT SYSTEMS ET AL 810.01%0.07%0.30%Q2 2013Q3 201918
TODD ASSET MANAGEMENT LLC 18180.24%0.81%1.14%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 1530.06%0.19%0.28%Q1 2019Q3 202318
Marshall Wace North America L.P. 1710.02%0.27%0.73%Q1 2017Q3 202118
ARTHUR M. COHEN & ASSOCIATES, LLC 18180.39%0.71%1.08%Q2 2019Q3 202318
FIRST CITIZENS BANK & TRUST CO 620.02%0.12%0.30%Q2 2013Q2 202018
Cresset Asset Management, LLC 1420.00%0.01%0.02%Q4 2018Q3 202318
DIAMANT ASSET MANAGEMENT, INC. 990.89%2.52%3.55%Q1 2019Q3 202318
DAVIDSON INVESTMENT ADVISORS 18180.69%0.95%1.35%Q2 2019Q3 202318
CAMBRIDGE TRUST CO 18180.03%0.67%1.13%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.05%0.08%0.12%Q2 2013Q3 201718
Spot Trading L.L.C 540.00%0.00%0.02%Q1 2014Q2 201618
Clarius Group, LLC 18180.04%0.06%0.08%Q2 2019Q3 202318
Capital Analysts, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
Sigma Planning Corp 1170.01%0.02%0.04%Q4 2018Q3 202318
CIM, LLC 18180.11%2.60%4.53%Q3 2018Q4 202218
SUN LIFE FINANCIAL INC 18180.00%0.03%0.16%Q4 2016Q1 202118
PATHSTONE FAMILY OFFICE, LLC 1610.00%0.09%0.86%Q1 2017Q3 202318
CNB Bank 18180.03%0.24%0.39%Q2 2019Q3 202318
HM PAYSON & CO 18180.00%0.00%0.00%Q2 2019Q3 202318
CHILTON CAPITAL MANAGEMENT LLC 17170.01%0.45%0.95%Q3 2019Q3 202317
VIKING GLOBAL INVESTORS LP 710.22%0.47%1.19%Q1 2016Q3 202317
FULTON BREAKEFIELD BROENNIMAN LLC 17170.94%2.23%2.78%Q3 2019Q3 202317
STEVENS CAPITAL MANAGEMENT LP 510.02%0.38%1.25%Q4 2013Q3 202117
CI INVESTMENTS INC. 17170.00%0.04%0.24%Q3 2019Q3 202317
EVERGREEN CAPITAL MANAGEMENT LLC 980.01%0.03%0.03%Q1 2018Q3 202317
CIBC BANK USA 17170.09%0.14%0.20%Q2 2014Q2 201817
Sand Hill Global Advisors, LLC 17170.05%0.06%0.10%Q3 2019Q3 202317
Mariner, LLC 1210.00%0.04%0.17%Q1 2015Q3 202317
Nicholas Investment Partners, LP 17170.08%0.49%0.79%Q3 2015Q3 201917
MOORE CAPITAL MANAGEMENT, LP 610.01%0.49%1.74%Q2 2016Q3 202317
Cohen Klingenstein LLC 17170.05%0.06%0.08%Q3 2019Q3 202317
LMCG INVESTMENTS, LLC 1070.01%0.08%0.19%Q2 2013Q3 202317
Simplicity Solutions, LLC 1520.02%0.06%0.12%Q4 2018Q3 202317
First Allied Advisory Services, Inc. 1210.01%0.03%0.15%Q2 2015Q3 202017
Edgestream Partners, L.P. 720.01%0.37%1.24%Q3 2017Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.00%0.00%0.01%Q2 2017Q2 202117
Pendal Group Ltd 1110.00%0.61%2.13%Q2 2017Q4 202217
Waldron Private Wealth LLC 17170.10%0.21%0.36%Q3 2019Q3 202317
NumerixS Investment Technologies Inc 710.03%0.16%0.52%Q4 2014Q2 202017
Pinnacle Wealth Management Advisory Group, LLC 1340.03%0.12%0.19%Q2 2017Q3 202317
Rehmann Capital Advisory Group 710.00%2.17%4.48%Q4 2008Q3 201917
Sowell Financial Services LLC 810.02%0.10%0.37%Q4 2016Q1 202317
Giverny Capital 17172.07%4.16%5.33%Q3 2019Q3 202317
Ilmarinen Mutual Pension Insurance Co 17170.09%0.16%0.42%Q3 2019Q3 202317
Gilbert & Cook, Inc. 920.04%0.06%0.08%Q1 2018Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.03%0.05%0.08%Q2 2013Q2 201717
Mutual Advisors, LLC 1410.01%0.02%0.03%Q3 2018Q3 202317
Port Capital LLC 17171.36%2.71%3.60%Q3 2019Q3 202317
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1610.06%0.14%0.59%Q3 2018Q4 202217
SEEYOND 17170.01%0.22%0.34%Q4 2018Q4 202217
PARK AVENUE SECURITIES LLC 1410.01%0.03%0.05%Q1 2019Q3 202317
FIRST FINANCIAL CORP /IN/ 17170.02%0.03%0.05%Q3 2019Q3 202317
MACKAY SHIELDS LLC 17170.07%0.14%0.28%Q1 2018Q1 202217
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.01%0.03%Q2 2013Q2 201717
CAPITAL GUARDIAN TRUST CO 1610.00%0.12%0.41%Q2 2013Q3 201817
Lineweaver Wealth Advisors, LLC 16160.20%0.39%0.68%Q4 2019Q3 202316
INVESTMENT PARTNERS, LTD. 1310.16%0.24%0.52%Q1 2016Q3 202216
PINNACLE FINANCIAL PARTNERS INC 16160.00%0.02%0.02%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.07%0.11%0.15%Q4 2019Q3 202316
Fiera Capital Corp 16160.00%0.04%0.08%Q4 2018Q3 202216
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.05%0.07%0.10%Q4 2019Q3 202316
Sandy Spring Bank 610.00%0.00%0.00%Q3 2015Q3 202316
VAUGHAN DAVID INVESTMENTS LLC/IL 16160.01%0.30%1.05%Q4 2019Q3 202316
CAPITAL INSIGHT PARTNERS, LLC 16160.37%0.52%0.68%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.06%0.09%0.11%Q4 2019Q3 202316
DAVENPORT & Co LLC 1010.00%0.00%0.01%Q3 2016Q3 202316
Carmichael Hill & Associates, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.34%0.64%0.83%Q4 2019Q3 202316
Optas, LLC 16160.29%0.45%0.64%Q4 2019Q3 202316
DUDLEY & SHANLEY, INC. 16162.65%5.39%7.53%Q4 2019Q3 202316
Sound View Wealth Advisors Group, LLC 1420.06%0.14%0.25%Q2 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.00%Q2 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.03%0.05%Q4 2019Q3 202316
GLG LLC 16160.04%0.08%0.11%Q1 2014Q4 201716
HENDLEY & CO INC 16160.23%1.81%3.32%Q1 2019Q4 202216
Marcum Wealth, LLC 16160.21%0.60%0.85%Q4 2019Q3 202316
180 WEALTH ADVISORS, LLC 830.06%0.11%0.15%Q1 2018Q3 202316
TIMUCUAN ASSET MANAGEMENT INC/FL 16163.45%7.43%9.88%Q4 2019Q3 202316
Prestige Wealth Management Group LLC 1510.00%0.01%0.07%Q4 2018Q3 202316
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 910.00%0.22%0.75%Q1 2017Q3 202216
CHARTWELL INVESTMENT PARTNERS, LLC 16160.05%0.23%0.58%Q4 2018Q3 202216
Empirical Finance, LLC 1510.01%0.13%0.22%Q4 2016Q3 202316
Ethic Inc. 16160.12%0.19%0.33%Q4 2019Q3 202316
Cornerstone Advisors, LLC 16160.12%0.34%0.49%Q4 2019Q3 202316
Madison Asset Management, LLC 16161.54%2.11%2.44%Q4 2019Q3 202316
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.01%0.13%0.35%Q4 2019Q3 202316
BI Asset Management Fondsmaeglerselskab A/S 710.03%0.12%0.30%Q2 2018Q3 202316
Ensign Peak Advisors, Inc 16160.02%0.05%0.27%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.00%0.06%0.18%Q2 2013Q1 201716
Bellecapital International Ltd. 16160.10%0.13%0.17%Q4 2019Q3 202316
Capital Bank & Trust Co 16160.02%0.03%0.04%Q2 2017Q1 202116
ALPS ADVISORS INC 650.00%0.01%0.03%Q1 2015Q3 202116
EXCHANGE TRADED CONCEPTS, LLC 16160.02%0.09%0.78%Q1 2020Q4 202316
Brave Warrior Advisors 16160.01%4.36%7.92%Q4 2019Q3 202316
Vestcor Inc 16160.04%0.29%0.51%Q4 2019Q3 202316
ZEVIN ASSET MANAGEMENT LLC 16160.07%0.10%0.16%Q2 2014Q1 201816
WASHINGTON TRUST Co 1510.00%0.00%0.00%Q2 2018Q3 202316
GLOBEFLEX CAPITAL L P 880.00%0.00%0.00%Q2 2019Q3 202316
Column Capital Advisors, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
Buckingham Capital Management, Inc. 16160.05%0.27%0.40%Q2 2019Q1 202316
Baillie Gifford 1060.00%0.17%0.63%Q2 2013Q3 202316
Knuff & Co LLC 1510.01%0.07%0.10%Q3 2019Q3 202316
LMR Partners LLP 510.02%0.12%0.27%Q1 2014Q1 202316
Quantum Capital Management, LLC / NJ 16162.49%6.36%9.63%Q2 2013Q1 201716
AlphaMark Advisors, LLC 16160.01%0.01%0.01%Q1 2019Q4 202216
Quantitative Systematic Strategies LLC 810.09%0.33%0.76%Q1 2016Q1 202116
ROWLAND CARMICHAEL ADVISORS INC /ADV 16160.26%0.34%0.44%Q1 2017Q4 202016
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1060.01%0.07%0.18%Q2 2013Q3 202316
DELTA LLOYD NV 16160.01%0.03%0.06%Q2 2013Q1 201716
River Road Asset Management, LLC 16160.35%0.87%1.54%Q4 2019Q3 202316
NuWave Investment Management, LLC 1010.00%0.55%2.12%Q4 2013Q3 202216
ZEKE CAPITAL ADVISORS, LLC 1240.02%0.06%0.08%Q2 2017Q4 202216
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 16160.00%0.00%0.01%Q3 2019Q2 202316
Resonant Capital Advisors, LLC 16160.38%0.60%0.85%Q4 2019Q3 202316
WP Advisors, LLC 1320.00%0.26%0.39%Q2 2018Q3 202315
VONTOBEL ASSET MANAGEMENT INC 1140.53%0.96%1.43%Q3 2015Q3 202315
ANCHOR CAPITAL ADVISORS LLC 15150.40%0.50%0.61%Q1 2020Q3 202315
BlackRock Group LTD 15150.06%0.08%0.11%Q2 2013Q4 201615
TRUE Private Wealth Advisors 15150.00%0.04%0.06%Q2 2017Q4 202015
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
AGF INVESTMENTS INC. 1210.00%0.16%0.84%Q4 2013Q4 202115
TOBAM 1320.01%0.26%0.75%Q4 2017Q3 202315
Cunning Capital Partners, LP 15150.78%3.21%4.83%Q1 2020Q3 202315
Roundview Capital LLC 15150.26%0.54%0.79%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.10%0.14%0.20%Q3 2016Q1 202015
DIAMOND HILL CAPITAL MANAGEMENT INC 15150.84%1.13%1.34%Q2 2013Q4 201615
ENDEAVOUR CAPITAL ADVISORS INC 1320.15%1.50%3.23%Q1 2014Q2 202015
Prime Capital Investment Advisors, LLC 1210.01%0.05%0.18%Q2 2018Q3 202315
Teza Capital Management LLC 410.07%0.25%0.59%Q1 2017Q1 202315
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1050.00%0.01%0.04%Q2 2019Q3 202315
TCW GROUP INC 15150.01%0.03%0.08%Q2 2013Q4 201615
Arnhold LLC 15150.76%1.47%2.51%Q1 2018Q3 202115
Orgel Wealth Management, LLC 1410.01%0.03%0.08%Q2 2019Q3 202315
Capital Investment Advisory Services, LLC 910.01%0.07%0.17%Q2 2017Q3 202315
Advisor Group, Inc. 15150.00%0.03%0.05%Q2 2016Q4 201915
NFC Investments, LLC 15150.27%3.40%4.88%Q4 2019Q2 202315
Aptus Capital Advisors, LLC 15150.07%0.21%0.46%Q1 2020Q3 202315
BloombergSen Inc. 15154.34%5.69%7.64%Q1 2020Q3 202315
OXFORD FINANCIAL GROUP, LTD. LLC 15150.12%0.16%0.22%Q1 2020Q3 202315
Orion Portfolio Solutions, LLC 1230.01%0.04%0.20%Q4 2019Q3 202315
PIEDMONT INVESTMENT ADVISORS INC 830.00%0.07%0.15%Q3 2014Q1 202015
ROCKEFELLER FINANCIAL SERVICES INC 15150.00%0.01%0.02%Q2 2013Q4 201615
Vanguard Personalized Indexing Management, LLC 15150.09%0.18%0.23%Q1 2020Q3 202315
Corient Capital Partners, LLC 15150.04%0.07%0.13%Q1 2019Q3 202215
BLACKROCK ADVISORS LLC 15150.00%0.02%0.07%Q2 2013Q4 201615
Argent Trust Co 15150.04%0.06%0.08%Q1 2020Q3 202315
Realta Investment Advisors 1140.02%0.12%0.25%Q1 2019Q3 202315
GERMAN AMERICAN BANCORP, INC. 1410.03%0.04%0.06%Q3 2019Q3 202315
Zuckerman Investment Group, LLC 15150.93%1.72%2.32%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.04%0.05%0.06%Q2 2013Q4 201615
Legacy Financial Advisors, Inc. 1050.02%0.11%0.15%Q1 2018Q3 202315
ATTICUS WEALTH MANAGEMENT, LLC 870.00%0.02%0.04%Q4 2019Q3 202315
Epoch Investment Partners, Inc. 15150.01%0.02%0.02%Q1 2020Q3 202315
Williams Jones Wealth Management, LLC. 15150.20%0.32%0.42%Q1 2020Q3 202315
Maj Invest Holding A/S 15150.00%4.26%9.39%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.06%0.07%0.09%Q2 2013Q4 201615
Legacy Bridge, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.07%0.09%0.12%Q2 2013Q4 201615
PZENA INVESTMENT MANAGEMENT LLC 15150.02%0.33%0.71%Q1 2014Q3 201715
TWIN CAPITAL MANAGEMENT INC 920.04%0.09%0.14%Q2 2015Q4 202215
HUTCHINSON CAPITAL MANAGEMENT/CA 15153.66%5.06%7.56%Q1 2020Q3 202315
SIGNET FINANCIAL MANAGEMENT, LLC 1410.01%0.12%0.24%Q4 2017Q4 202115
PrairieView Partners, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 15150.00%0.32%0.87%Q3 2015Q1 201915
OFI Advisors LLC 1140.12%0.14%0.28%Q3 2011Q3 201515
LAKE STREET ADVISORS GROUP, LLC 15150.03%0.04%0.06%Q4 2017Q2 202115
SCHARF INVESTMENTS, LLC 15150.02%1.98%5.02%Q1 2020Q3 202315
Cranbrook Wealth Management, LLC 15150.01%0.01%0.02%Q4 2013Q2 201715
Courant Investment Management LLC 15151.70%17.62%31.92%Q1 2020Q3 202315
Wealthspire Advisors, LLC 910.00%0.01%0.04%Q4 2018Q3 202315
Cornerstone Investment Partners, LLC 15151.66%2.19%2.84%Q1 2020Q3 202315
GoodHaven Capital Management 15152.36%3.98%5.57%Q1 2020Q3 202315
Parkwood LLC 920.03%0.80%4.22%Q3 2015Q1 202215
REINHART PARTNERS, LLC. 15150.51%0.85%1.56%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.01%0.24%0.56%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.05%0.06%0.08%Q2 2013Q4 201615
SEARLE & CO. 15150.16%0.21%0.26%Q3 2019Q1 202315
Verdence Capital Advisors LLC 15150.39%0.46%0.58%Q1 2020Q3 202315
HERON FINANCIAL GROUP, LLC 15150.24%0.34%0.52%Q4 2019Q2 202315
Bartlett & Co. LLC 810.00%0.00%0.01%Q1 2018Q4 202315
CWS Financial Advisors, LLC 870.33%0.44%0.60%Q4 2019Q3 202315
Csenge Advisory Group 610.02%0.11%0.23%Q2 2018Q1 202315
Haverford Trust Co 1410.00%0.01%0.03%Q3 2019Q3 202315
YCG, LLC 15150.56%2.76%3.92%Q1 2020Q3 202315
Clark Capital Management Group, Inc. 620.02%0.54%1.33%Q1 2015Q2 202315
OSAIC HOLDINGS, INC. 15150.01%0.03%0.04%Q1 2020Q3 202315
Factorial Partners, LLC 15150.18%0.54%0.81%Q1 2020Q3 202315
UBS AG 660.00%0.00%0.01%Q2 2013Q3 201414
Mizuho Asset Management Co.,Ltd. 14140.00%0.02%0.05%Q2 2013Q3 201614
OppenheimerFunds, Inc. 14140.00%0.26%0.41%Q4 2015Q1 201914
FCF Advisors LLC 1310.72%1.02%1.24%Q3 2017Q4 202114
J. W. Coons Advisors, LLC 860.06%0.10%0.13%Q1 2020Q3 202314
SIMON QUICK ADVISORS, LLC 1210.00%0.02%0.03%Q2 2019Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.19%0.25%0.30%Q4 2018Q1 202214
XPONANCE, INC. 14140.05%0.15%0.28%Q2 2020Q3 202314
CHICAGO EQUITY PARTNERS LLC 1220.01%0.13%0.46%Q4 2015Q4 201914
Virtu KCG Holdings LLC 950.01%0.03%0.12%Q3 2013Q2 201714
HighTower Trust Company, N.A. 14140.29%0.63%0.89%Q4 2019Q1 202314
ZACKS INVESTMENT MANAGEMENT 1220.01%0.08%0.14%Q3 2013Q4 201914
Versor Investments LP 1010.02%0.41%1.23%Q3 2017Q2 202214
ETRADE Capital Management LLC 14140.02%0.05%0.08%Q2 2017Q3 202014
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14140.01%0.03%0.06%Q2 2020Q3 202314
Global Frontier Investments LLC 14142.97%6.28%9.12%Q2 2020Q3 202314
Patriot Financial Group Insurance Agency, LLC 14140.00%0.00%0.00%Q1 2019Q2 202214
SRS Capital Advisors, Inc. 1040.02%0.03%0.04%Q1 2020Q3 202314
Pinnacle Bancorp, Inc. 1310.00%0.01%0.02%Q1 2017Q4 202114
CSat Investment Advisory, L.P. 1220.00%0.60%3.75%Q2 2013Q1 202114
OMERS ADMINISTRATION Corp 610.01%0.17%0.43%Q4 2014Q4 201914
Kingfisher Capital LLC 14140.63%0.90%1.29%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Apollon Wealth Management, LLC 1110.03%0.08%0.17%Q2 2019Q3 202314
BANK OF STOCKTON 14140.31%0.46%0.63%Q2 2020Q3 202314
MUFG Securities EMEA plc 1110.00%0.33%1.29%Q3 2017Q2 202114
Focused Wealth Management, Inc 14140.00%0.01%0.02%Q2 2020Q3 202314
Dai-ichi Life Holdings, Inc. 14140.01%0.03%0.19%Q2 2013Q3 201614
ROPES WEALTH ADVISORS LLC 820.00%0.02%0.12%Q3 2015Q4 202014
Sound Income Strategies, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
IEQ CAPITAL, LLC 1110.02%0.05%0.10%Q4 2019Q3 202314
Selective Wealth Management, Inc. 1130.26%1.09%2.70%Q2 2020Q4 202314
EXENCIAL WEALTH ADVISORS, LLC 14140.02%0.06%0.09%Q2 2020Q3 202314
Homrich & Berg 14140.01%0.01%0.04%Q2 2018Q3 202114
Boston Partners 1220.00%0.34%0.98%Q4 2019Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Equitable Holdings, Inc. 1220.00%0.04%0.07%Q4 2019Q3 202314
Rampart Investment Management Company, LLC 14140.02%0.15%0.24%Q1 2017Q2 202014
Interval Partners, LP 410.04%0.24%0.56%Q2 2015Q2 202314
LOUNTZIS ASSET MANAGEMENT, LLC 14145.26%6.73%8.62%Q2 2020Q3 202314
Snowden Capital Advisors LLC 810.01%0.06%0.10%Q2 2019Q3 202314
FLPUTNAM INVESTMENT MANAGEMENT CO 14140.01%0.01%0.02%Q2 2020Q3 202314
CAPITAL ONE, NATIONAL ASSOCIATION 14140.03%0.09%0.31%Q1 2015Q2 201814
Poplar Forest Capital LLC 14140.02%0.16%0.43%Q2 2013Q3 201614
Circle Wealth Management, LLC 14140.01%0.10%0.15%Q2 2020Q3 202314
1ST SOURCE BANK 1020.01%0.02%0.03%Q4 2017Q1 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.02%0.03%0.03%Q2 2017Q3 202014
Edge Wealth Management LLC 13130.00%0.00%0.00%Q2 2017Q2 202013
Spears Abacus Advisors LLC 13130.02%0.06%0.40%Q1 2020Q1 202313
Moors & Cabot, Inc. 13130.02%0.02%0.03%Q3 2020Q3 202313
HBK INVESTMENTS L P 820.00%0.04%0.09%Q2 2014Q1 201913
CADENCE CAPITAL MANAGEMENT LLC 720.02%0.12%0.20%Q1 2015Q2 201913
Kestra Advisory Services, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
JONES FINANCIAL COMPANIES LLLP 13130.00%0.00%0.00%Q3 2020Q3 202313
OneDigital Investment Advisors LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
CLINTON GROUP INC 510.04%0.39%1.77%Q2 2013Q3 201813
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
AlphaCrest Capital Management LLC 760.06%0.23%0.59%Q2 2019Q3 202213
WEALTHSOURCE PARTNERS, LLC 710.02%0.04%0.09%Q1 2018Q3 202313
MONTAG A & ASSOCIATES INC 1210.00%0.01%0.08%Q1 2018Q3 202313
WORLDQUANT MILLENNIUM ADVISORS LLC 1120.08%0.15%0.44%Q3 2018Q1 202313
Global X Management CO LLC 13130.00%0.02%0.03%Q2 2015Q2 201813
LORD, ABBETT & CO. LLC 620.02%0.12%0.29%Q1 2016Q1 202313
MARSHALL WACE ASIA Ltd 1010.11%1.87%6.52%Q1 2017Q3 202113
HAP Trading, LLC 410.00%0.03%0.07%Q4 2013Q4 202213
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Sciencast Management LP 310.08%0.44%0.96%Q1 2017Q3 202313
Trust Asset Management LLC 13130.05%0.08%0.11%Q3 2020Q3 202313
RITHOLTZ WEALTH MANAGEMENT 13130.02%0.03%0.07%Q3 2020Q3 202313
Centered Wealth LLC dba Miller Equity Capital Advisors 13130.61%1.09%1.72%Q3 2020Q3 202313
MOTCO 510.00%0.00%0.01%Q1 2017Q3 202313
Stockman Wealth Management, Inc. 13130.04%0.06%0.08%Q3 2020Q3 202313
Covey Capital Advisors, LLC 13131.68%3.79%6.29%Q3 2020Q3 202313
Gillson Capital LP 711.94%4.87%8.45%Q4 2016Q3 202313
BANK OF HAWAII 810.02%0.07%0.15%Q2 2013Q3 202013
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.01%0.02%Q3 2020Q3 202313
SIMPLEX TRADING, LLC 310.00%0.01%0.03%Q1 2015Q3 202313
DUBUQUE BANK & TRUST CO 530.00%0.01%0.03%Q2 2014Q2 202313
Walleye Capital LLC 520.00%0.09%0.45%Q3 2019Q3 202313
Arjuna Capital 1030.35%0.71%0.99%Q4 2017Q2 202313
Metropolis Capital Ltd 13130.28%6.19%11.57%Q4 2019Q4 202213
Anchor Investment Management, LLC 13130.01%0.03%0.05%Q4 2020Q4 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.03%Q3 2020Q3 202313
EULAV Asset Management 13130.13%0.20%0.22%Q4 2018Q4 202113
Philadelphia Financial Management of San Francisco, LLC 511.27%2.69%4.66%Q4 2014Q2 202313
RDA Financial Network 13130.10%0.11%0.14%Q3 2020Q3 202313
Chesapeake Wealth Management 13130.08%0.26%0.60%Q2 2018Q2 202113
Douglas Lane & Associates, LLC 510.00%0.00%0.01%Q1 2017Q3 202313
AHL Partners LLP 1030.01%0.08%0.16%Q3 2014Q4 201713
DEERE & CO 940.05%0.09%0.14%Q2 2013Q3 201613
Beacon Pointe Advisors, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Kistler-Tiffany Companies, LLC 940.00%0.00%0.00%Q2 2018Q2 202313
Illinois Municipal Retirement Fund 13130.05%0.12%0.26%Q3 2020Q3 202313
THOMPSON DAVIS & CO., INC. 13130.01%0.04%0.20%Q3 2014Q3 201713
Virtus ETF Advisers LLC 510.00%0.10%0.55%Q4 2017Q1 202313
Accretive Wealth Partners, LLC 12120.80%1.01%1.19%Q4 2020Q3 202312
Zions Bancorporation 910.00%0.00%0.01%Q1 2015Q3 201812
Lido Advisors, LLC 710.00%0.01%0.04%Q2 2018Q3 202312
NWAM LLC 910.02%0.03%0.04%Q2 2019Q2 202312
Cetera Investment Advisers 12120.01%0.02%0.03%Q4 2020Q3 202312
Railway Pension Investments Ltd 12120.21%0.32%0.44%Q4 2018Q3 202112
TECTONIC ADVISORS LLC 12120.26%0.46%0.78%Q4 2020Q3 202312
HRT FINANCIAL LP 510.01%0.09%0.28%Q1 2019Q2 202312
South Street Advisors LLC 12120.02%0.07%0.08%Q1 2018Q4 202012
RUSSELL FRANK CO/ 12120.02%0.06%0.07%Q2 2013Q1 201612
Investors Research Corp 12120.00%0.01%0.01%Q1 2019Q4 202112
Capital Advisory Group Advisory Services, LLC 710.01%0.01%0.01%Q4 2018Q1 202212
Paragon Advisors, LLC 750.22%0.64%1.26%Q4 2019Q3 202312
Curi Wealth Management, LLC 12120.03%0.10%0.28%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.14%0.35%0.72%Q4 2020Q3 202312
M&G INVESTMENT MANAGEMENT LTD 930.00%0.08%0.26%Q4 2019Q3 202312
Pinnacle Wealth Planning Services, Inc. 1010.04%0.08%0.11%Q1 2020Q3 202312
First Trust Direct Indexing L.P. 12120.17%0.22%0.28%Q4 2020Q3 202312
Hexavest Inc. 12120.00%0.41%1.05%Q4 2018Q3 202112
ClariVest Asset Management LLC 1110.00%0.51%1.03%Q1 2017Q3 202312
Alamar Capital Management, LLC 12122.43%2.98%3.61%Q4 2020Q3 202312
Gradient Investments LLC 910.00%0.06%0.18%Q2 2017Q3 202312
CenterStar Asset Management, LLC 210.00%0.11%0.51%Q4 2017Q4 202112
Berman Capital Advisors, LLC 12120.01%0.02%0.07%Q4 2018Q3 202112
Euclid Advisors LLC 750.04%0.20%0.50%Q2 2013Q2 201612
Artemis Investment Management LLP 1110.03%0.52%0.95%Q4 2014Q2 202112
BDO Wealth Advisors, LLC 12120.00%0.01%0.02%Q3 2020Q2 202312
Regal Investment Advisors LLC 1010.03%0.04%0.06%Q2 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Dynamic Technology Lab Private Ltd 410.04%0.19%0.48%Q4 2016Q3 202312
Fiduciary Trust Co International of Pennsylvania 12120.01%0.01%0.01%Q2 2017Q1 202012
Granite Investment Advisors, LLC 12121.06%1.40%1.81%Q4 2018Q3 202112
CFO4Life Group, LLC 12120.15%0.20%0.29%Q3 2018Q2 202112
SCHWARTZ INVESTMENT COUNSEL INC 12120.03%0.04%0.05%Q2 2013Q1 201612
TMD Wealth Management, LLC 12120.14%0.23%0.31%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.09%0.16%0.24%Q4 2020Q3 202312
RPg Family Wealth Advisory, LLC 810.00%0.01%0.01%Q3 2018Q1 202212
Ohio National Investments, Inc. 12120.06%0.07%0.08%Q2 2013Q1 201612
USCA RIA LLC 620.02%0.23%0.39%Q2 2017Q2 202112
GQG Partners LLC 12120.10%0.43%1.42%Q3 2020Q2 202312
Vontobel Holding Ltd. 12120.01%0.04%0.07%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.12%0.17%0.21%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.03%0.12%0.27%Q4 2016Q3 201912
TD Securities (USA) LLC 12120.04%0.08%0.10%Q2 2013Q1 201612
AIA Group Ltd 12120.67%1.27%1.83%Q4 2020Q3 202312
BELLEVUE ASSET MANAGEMENT, LLC 1020.00%0.00%0.00%Q4 2019Q3 202312
Glen Harbor Capital Management LLC 12120.04%0.14%0.31%Q4 2016Q3 201912
GROUP ONE TRADING, L.P. 410.00%0.00%0.01%Q1 2014Q2 202312
Sterling Capital Management LLC 1020.02%0.06%0.18%Q2 2015Q3 201912
Arabesque Asset Management Ltd 510.09%0.50%1.28%Q4 2018Q4 202212
Bank of Marin 750.38%0.59%0.85%Q4 2019Q3 202312
Salvus Wealth Management, LLC 12122.36%3.53%5.02%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.03%0.10%0.24%Q4 2016Q3 201912
Elkfork Partners LLC 12120.06%0.21%0.44%Q4 2016Q3 201912
Tortoise Investment Management, LLC 12120.00%0.28%0.73%Q4 2020Q3 202312
AustralianSuper Pty Ltd 12121.21%1.53%1.75%Q4 2020Q3 202312
Tidal Investments LLC 12120.02%0.08%0.12%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.09%0.33%1.17%Q4 2020Q3 202312
MOODY NATIONAL BANK TRUST DIVISION 620.00%0.04%0.08%Q4 2018Q3 202312
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 750.00%0.21%0.63%Q2 2014Q2 201712
PartnerRe Asset Management CORP 12120.05%0.06%0.07%Q2 2013Q1 201612
JT Stratford LLC 12120.09%0.50%1.02%Q1 2019Q4 202112
Ironwood Financial, llc 12120.00%0.01%0.01%Q4 2018Q3 202112
Vantis Investment Advisers L.P. 12121.95%8.52%34.43%Q1 2017Q4 201912
FIRST NATIONAL TRUST CO 810.01%0.02%0.03%Q1 2018Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q1 202112
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.02%0.11%0.36%Q1 2017Q3 202312
REGENTATLANTIC CAPITAL LLC 1110.01%0.05%0.08%Q4 2014Q3 202212
DEFINED WEALTH MANAGEMENT, LLC 12120.29%0.38%0.48%Q4 2020Q3 202312
Willingdon Wealth Management 11110.07%0.09%0.14%Q3 2017Q1 202011
BlueCrest Capital Management Ltd 410.01%0.08%0.36%Q4 2015Q1 202311
Spire Wealth Management 11110.00%0.14%0.34%Q1 2021Q3 202311
Venture Visionary Partners LLC 11110.07%0.10%0.18%Q1 2021Q3 202311
Maryland State Retirement & Pension System 740.12%0.14%0.17%Q4 2020Q3 202311
Avestar Capital, LLC 740.00%0.02%0.04%Q4 2017Q3 202311
Lenox Wealth Advisors, LLC 740.00%0.00%0.00%Q4 2017Q1 202211
TREMBLANT CAPITAL GROUP 550.01%2.07%4.92%Q1 2018Q3 202311
Prospera Financial Services Inc 1010.01%0.09%0.23%Q3 2020Q3 202311
Weiss Multi-Strategy Advisers LLC 310.12%0.49%1.00%Q2 2014Q1 202311
9258 Wealth Management, LLC 810.05%0.07%0.08%Q3 2020Q3 202311
Advocacy Wealth Management Services, LLC 11110.00%0.00%0.01%Q1 2020Q3 202211
THOROUGHBRED FINANCIAL SERVICES, LLC 11110.04%0.06%0.11%Q1 2021Q3 202311
FIDGEON TIMOTHY F 11110.12%0.14%0.18%Q1 2013Q3 201511
Brookfield Asset Management 740.00%0.03%0.09%Q3 2020Q2 202311
People's United Financial, Inc. 11110.04%0.18%0.27%Q3 2019Q1 202211
Diversified Trust Co 740.01%0.02%0.04%Q2 2020Q4 202311
Polar Capital Holdings Plc 11110.22%0.42%0.70%Q1 2021Q3 202311
WESTWOOD MANAGEMENT CORP /IL/ 11110.04%0.59%3.11%Q1 2017Q3 201911
Longview Partners (Guernsey) LTD 11111.07%3.96%4.97%Q1 2015Q3 201711
SYNOVUS FINANCIAL CORP 740.00%0.00%0.01%Q4 2018Q3 202311
Harvest Fund Management Co., Ltd 510.00%0.04%0.11%Q3 2018Q3 202311
Virtus Fund Advisers, LLC 830.00%0.58%1.24%Q2 2014Q4 201711
Wilkinson Global Asset Management LLC 11111.38%2.03%2.81%Q1 2021Q3 202311
Bayesian Capital Management, LP 310.04%0.29%1.03%Q3 2017Q3 202311
LIBERTY WEALTH MANAGEMENT LLC 740.00%0.02%0.04%Q4 2018Q3 202111
Waverton Investment Management Ltd 810.03%0.06%0.19%Q3 2013Q3 201911
Stone Ridge Asset Management LLC 11110.18%0.23%0.43%Q4 2017Q2 202011
JARISLOWSKY, FRASER Ltd 11110.00%0.16%0.24%Q1 2021Q3 202311
Worth Venture Partners, LLC 11110.16%0.88%1.26%Q1 2021Q3 202311
Occidental Asset Management, LLC 11110.22%0.33%0.46%Q4 2016Q2 201911
Pearl River Capital, LLC 510.11%0.30%0.80%Q4 2018Q4 202211
Pekin Hardy Strauss, Inc. 1010.02%0.06%0.08%Q1 2015Q4 201711
SYMPHONY ASSET MANAGEMENT LLC 11110.10%0.38%0.74%Q1 2017Q3 201911
JAMES INVESTMENT RESEARCH INC 520.01%0.18%0.80%Q1 2018Q1 202311
HIGHBRIDGE CAPITAL MANAGEMENT LLC 310.01%0.16%0.64%Q2 2013Q2 201811
Archer Investment Corp 11110.02%0.15%0.20%Q1 2021Q3 202311
Azimuth Capital Management LLC 11110.08%0.11%0.14%Q3 2019Q1 202211
NAVELLIER & ASSOCIATES INC 650.04%0.46%1.57%Q1 2016Q4 201911
QUEST CAPITAL MANAGEMENT INC /ADV 830.05%0.07%0.10%Q1 2019Q4 202111
C WorldWide Group Holding A/S 1010.01%0.02%0.03%Q3 2017Q2 202011
Gideon Capital Advisors, Inc. 610.15%0.31%0.44%Q1 2014Q1 201911
Mitsubishi UFJ Securities Holdings Co., Ltd. 720.12%0.23%0.51%Q2 2015Q2 201911
TRUEWEALTH LLC 11110.01%0.01%0.02%Q4 2017Q2 202011
Capital Directions Investment Advisors, LLC 610.01%0.01%0.01%Q3 2019Q4 202211
Annandale Capital, LLC 11110.53%1.07%1.34%Q1 2021Q3 202311
Pine River Capital Management L.P. 1010.00%0.02%0.09%Q2 2013Q4 201611
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.00%Q1 2016Q3 202311
PERSONAL CFO SOLUTIONS, LLC 810.00%0.08%0.12%Q3 2019Q3 202311
COLDSTREAM CAPITAL MANAGEMENT INC 740.01%0.02%0.04%Q4 2020Q3 202311
CrestPoint Capital Management, LLC 920.40%0.77%1.01%Q2 2014Q3 201711
Tweedy, Browne Co LLC 11110.24%0.45%0.83%Q1 2021Q3 202311
MACRO Consulting Group 11111.04%1.33%1.71%Q4 2018Q2 202111
Freedom Day Solutions, LLC 11110.25%0.44%0.56%Q1 2021Q3 202311
GRIES FINANCIAL LLC 11110.16%3.91%7.96%Q1 2021Q3 202311
Virtu Financial LLC 310.02%0.08%0.24%Q4 2016Q3 202311
Cypress Capital Management LLC (WY) 11110.12%0.72%1.41%Q2 2017Q4 201911
FIRST SABREPOINT CAPITAL MANAGEMENT LP 11111.11%2.85%4.31%Q4 2018Q2 202111
Brinker Capital Investments, LLC 920.00%0.14%0.31%Q3 2019Q4 202211
ORLEANS CAPITAL MANAGEMENT CORP/LA 640.33%0.99%1.58%Q3 2018Q1 202110
Polaris Wealth Advisory Group, LLC 610.04%0.75%1.89%Q1 2019Q1 202310
LifePlan Financial Group, Inc 10100.00%0.00%0.00%Q2 2018Q3 202010
Quantinno Capital Management LP 640.05%0.15%0.37%Q4 2019Q3 202310
TriaGen Wealth Management LLC 10100.87%1.06%1.38%Q4 2020Q1 202310
Cognios Capital, LLC 910.48%1.05%1.51%Q2 2017Q1 202010
Machina Capital S.A.S. 550.28%0.85%1.67%Q4 2018Q2 202310
Cypress Capital Group 10100.02%0.04%0.07%Q4 2019Q1 202210
Empowered Funds, LLC 10100.04%0.17%0.31%Q2 2021Q3 202310
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 820.01%0.04%0.06%Q4 2020Q3 202310
Natixis Investment Managers International 620.01%0.07%0.18%Q2 2015Q2 202210
BB&T SECURITIES, LLC 10100.00%0.01%0.01%Q2 2017Q3 201910
Triple Frond Partners 10104.98%12.46%20.20%Q2 2013Q3 201510
Amundi 10100.18%0.30%0.45%Q2 2021Q3 202310
ExodusPoint Capital Management, LP 310.00%0.05%0.20%Q4 2018Q2 202310
Intellectus Partners, LLC 730.00%0.10%0.20%Q3 2018Q3 202110
KESTRA PRIVATE WEALTH SERVICES, LLC 820.01%0.03%0.04%Q1 2021Q3 202310
FIRST INTERSTATE BANK 10100.02%0.02%0.03%Q3 2017Q4 201910
KB FINANCIAL PARTNERS, LLC 820.02%0.11%0.24%Q1 2021Q3 202310
Advisors Preferred, LLC 610.00%0.04%0.08%Q3 2015Q3 202110
LOEWS CORP 10100.03%0.10%0.16%Q4 2019Q1 202210
Zweig-DiMenna Associates LLC 910.56%1.37%2.32%Q2 2016Q4 201810
Brookstone Capital Management 420.00%0.02%0.04%Q2 2015Q2 202310
One Wealth Advisors, LLC 710.09%0.17%0.33%Q4 2017Q4 202210
State of Wyoming 910.01%0.07%0.18%Q1 2021Q3 202310
M&R CAPITAL MANAGEMENT INC 10100.00%0.00%0.00%Q3 2021Q4 202310
CHICAGO TRUST Co NA 10100.17%0.28%0.37%Q2 2021Q3 202310
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.06%0.56%2.11%Q1 2016Q2 202310
Essex Financial Services, Inc. 10100.02%0.03%0.03%Q2 2021Q3 202310
A.R.T. Advisors, LLC 410.02%0.30%1.41%Q2 2013Q3 202010
EAGLE ASSET MANAGEMENT INC 10100.02%0.34%0.61%Q2 2017Q3 201910
MARSHFIELD ASSOCIATES 10101.90%4.35%5.20%Q2 2021Q3 202310
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 10102.71%3.62%4.17%Q2 2021Q3 202310
Syntal Capital Partners, LLC 10100.13%0.52%0.72%Q4 2020Q1 202310
EMFO, LLC 10100.14%0.20%0.24%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.05%0.12%0.15%Q2 2021Q3 202310
TSFG, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
CITY HOLDING CO 640.00%0.00%0.01%Q4 2013Q1 202310
Lion Street Advisors, LLC 910.07%0.17%0.24%Q1 2020Q3 202310
FOX RUN MANAGEMENT, L.L.C. 310.10%0.23%0.41%Q2 2016Q1 202310
ELLINGTON MANAGEMENT GROUP LLC 310.04%0.13%0.32%Q2 2015Q1 202010
Financial Strategies Group, Inc. 10100.20%0.49%1.10%Q2 2021Q3 202310
WOLFF WIESE MAGANA LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Arkadios Wealth Advisors 910.00%0.02%0.08%Q4 2019Q3 202310
CAPITAL INTERNATIONAL LTD /CA/ 10100.01%0.12%0.30%Q2 2013Q3 201510
361 CAPITAL LLC 820.10%0.55%1.82%Q4 2016Q4 201910
Qtron Investments LLC 620.09%0.15%0.27%Q2 2019Q3 202310
Wedgewood Partners 10100.08%3.07%3.90%Q4 2020Q1 202310
DRIEHAUS CAPITAL MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2017Q3 201910
GUARDIAN CAPITAL LP 10100.00%0.01%0.01%Q1 2017Q2 201910
STRATEGY ASSET MANAGERS LLC 620.06%0.30%0.65%Q3 2018Q2 202310
WMS Partners, LLC 520.02%0.04%0.06%Q2 2020Q2 202310
FENIMORE ASSET MANAGEMENT INC 10100.92%1.34%2.10%Q2 2021Q3 202310
Integre Asset Management, LLC 10101.53%2.68%3.22%Q3 2017Q4 201910
DENALI ADVISORS LLC 820.05%0.37%1.25%Q1 2014Q2 202210
PARADIGM ASSET MANAGEMENT CO LLC 10100.14%0.23%0.28%Q4 2020Q1 202310
CREATIVE FINANCIAL DESIGNS INC /ADV 640.00%0.00%0.00%Q2 2020Q3 202310
AJO, LP 910.00%0.04%0.21%Q1 2017Q2 202010
Cumberland Partners Ltd 910.02%0.05%0.10%Q4 2018Q1 202310
Index Management Solutions, LLC 10100.00%0.03%0.09%Q2 2013Q3 201510
Sustainable Insight Capital Management, LLC 430.15%2.45%4.07%Q4 2017Q1 202210
First National Bank of Mount Dora, Trust Investment Services 10100.50%1.26%1.70%Q3 2021Q4 202310
Moloney Securities Asset Management, LLC 10100.07%0.15%0.21%Q2 2021Q3 202310
Quotient Investors, LLC 990.36%0.43%0.56%Q2 2013Q2 20159
STEEL GROVE CAPITAL ADVISORS, LLC 990.13%0.40%0.71%Q4 2017Q4 20199
U.S. Capital Wealth Advisors, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Oldfield Partners LLP 990.11%0.39%0.81%Q1 2021Q1 20239
CAXTON ASSOCIATES LP 720.01%0.06%0.11%Q2 2017Q3 20199
Independent Advisor Alliance 630.02%0.02%0.03%Q2 2021Q3 20239
Western Wealth Management, LLC 810.02%0.04%0.06%Q2 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.01%0.02%0.04%Q2 2013Q2 20159
Capital International, Inc./CA/ 540.08%0.14%0.20%Q2 2013Q3 20239
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 720.02%0.02%0.03%Q4 2018Q2 20219
Sepio Capital, LP 990.33%0.49%0.62%Q3 2021Q3 20239
JENNISON ASSOCIATES LLC 410.00%0.00%0.00%Q3 2016Q1 20209
SUMMITRY LLC 990.22%0.32%0.40%Q1 2021Q1 20239
Assured Investment Management LLC 510.00%0.03%0.14%Q1 2015Q1 20199
RiverFront Investment Group, LLC 810.24%0.39%0.52%Q4 2008Q4 20209
West Family Investments, Inc. 810.06%0.12%0.16%Q2 2021Q3 20239
Schwab Charitable Fund 990.03%0.10%0.19%Q2 2019Q2 20219
Castleview Partners, LLC 810.02%0.17%0.28%Q2 2021Q3 20239
NICOLA WEALTH MANAGEMENT LTD. 990.65%0.85%1.14%Q3 2019Q3 20219
Rosenberg Matthew Hamilton 990.00%0.01%0.01%Q3 2021Q3 20239
Capital Financial Services, LLC 991.05%1.33%1.69%Q4 2020Q4 20229
Itau Unibanco Holding S.A. 810.00%0.02%0.12%Q1 2017Q1 20209
Empire Life Investments Inc. 720.65%1.18%1.71%Q2 2020Q3 20239
Clearstead Trust, LLC 990.04%0.06%0.08%Q3 2021Q3 20239
NewSquare Capital LLC 540.00%0.02%0.06%Q4 2020Q3 20239
CVA Family Office, LLC 720.01%0.01%0.02%Q1 2021Q2 20239
Jaffetilchin Investment Partners, LLC 630.02%0.06%0.17%Q1 2018Q2 20229
TOEWS CORP /ADV 410.07%0.37%0.86%Q2 2016Q4 20229
Global Financial Private Capital, Inc 540.02%0.14%0.26%Q4 2017Q2 20209
Trek Financial, LLC 710.04%0.07%0.08%Q1 2019Q2 20239
Destiny Wealth Partners, LLC 720.00%0.04%0.07%Q4 2020Q1 20239
Princeton Alpha Management LP 510.08%0.24%0.39%Q2 2014Q1 20179
IHT Wealth Management, LLC 510.00%0.02%0.04%Q1 2018Q3 20239
Eagle Bay Advisors LLC 630.01%0.01%0.01%Q2 2021Q3 20239
COLUMBUS CIRCLE INVESTORS 990.16%0.35%0.50%Q3 2017Q3 20199
Absolute Return Capital, LLC 990.05%0.08%0.16%Q2 2013Q2 20159
Arlington Partners LLC 990.00%0.01%0.02%Q3 2021Q3 20239
CARLSON CAPITAL L P 420.14%0.26%0.38%Q2 2013Q2 20179
Orbis Allan Gray Ltd 992.17%3.39%4.46%Q3 2021Q3 20239
Mondrian Investment Partners LTD 990.01%1.96%3.33%Q1 2021Q1 20239
WESTWOOD HOLDINGS GROUP INC 420.03%0.54%0.87%Q2 2020Q3 20239
Marathon Asset Management Ltd 990.93%1.09%1.28%Q3 2021Q3 20239
Concord Wealth Partners 610.00%0.01%0.01%Q1 2021Q3 20239
WEDBUSH SECURITIES INC 630.01%0.01%0.02%Q1 2021Q3 20239
Blueshift Asset Management, LLC 410.10%0.51%1.16%Q1 2019Q3 20239
ABRAMS BISON INVESTMENTS, LLC 995.86%8.40%10.90%Q3 2020Q3 20229
Altium Wealth Management LLC 990.02%0.03%0.04%Q2 2020Q2 20229
BAROMETER CAPITAL MANAGEMENT INC. 510.60%2.02%3.14%Q3 2015Q3 20239
WBI INVESTMENTS, LLC 310.10%0.55%1.90%Q3 2014Q1 20219
Grove Bank & Trust 540.00%0.01%0.02%Q4 2016Q3 20239
Aurora Investment Counsel 990.96%1.23%1.37%Q3 2020Q3 20229
Covington Capital Management 720.00%0.00%0.01%Q3 2019Q3 20229
HARBOUR INVESTMENTS, INC. 630.00%0.00%0.00%Q1 2021Q3 20239
Makaira Partners LLC 991.44%11.18%14.50%Q3 2021Q3 20239
Mascoma Wealth Management LLC 710.00%0.01%0.02%Q1 2021Q3 20239
Riverwater Partners LLC 990.73%0.87%1.13%Q4 2021Q4 20239
Oakworth Capital, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
BRINKER CAPITAL INC 990.06%0.10%0.13%Q4 2016Q4 20189
TFO Wealth Partners, LLC 410.00%0.05%0.17%Q4 2019Q3 20239
Crescent Grove Advisors, LLC 990.02%0.03%0.04%Q2 2021Q2 20239
Price Wealth, LLC 630.00%0.12%0.53%Q4 2017Q3 20209
MITCHELL CAPITAL MANAGEMENT CO 990.46%0.66%0.76%Q3 2018Q3 20209
RiverPark Advisors, LLC 990.16%0.26%0.39%Q4 2020Q4 20229
Madden Advisory Services, Inc. 720.00%0.00%0.00%Q2 2013Q3 20159
GAM SYSTEMATIC LLP 630.15%0.29%0.53%Q4 2014Q3 20179
CHURCHILL MANAGEMENT Corp 990.11%0.21%0.35%Q3 2017Q3 20199
SouthState Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Clean Yield Group 990.00%0.00%0.00%Q3 2021Q3 20239
Fluent Financial, LLC 990.36%1.19%1.98%Q3 2021Q3 20239
6 Meridian 630.02%0.03%0.06%Q4 2017Q4 20219
Patten Group, Inc. 990.01%0.02%0.02%Q2 2015Q2 20179
BANQUE PICTET & CIE SA 810.01%0.01%0.02%Q2 2021Q3 20239
Integrated Advisors Network LLC 990.03%0.05%0.06%Q3 2021Q3 20239
BADGLEY PHELPS & BELL INC 880.43%0.51%0.56%Q1 2019Q4 20208
Sonora Investment Management, LLC 410.00%0.01%0.03%Q3 2015Q2 20208
Trail Ridge Investment Advisors, LLC 880.21%0.29%0.34%Q4 2021Q3 20238
City State Bank 880.05%0.06%0.07%Q4 2021Q3 20238
Evolution Wealth Advisors, LLC 610.00%0.00%0.01%Q2 2019Q3 20218
Prosperity Consulting Group, LLC 880.22%0.47%0.67%Q4 2021Q3 20238
PB INVESTMENT PARTNERS, L.P. 889.32%13.29%14.84%Q4 2021Q3 20238
Joseph Group Capital Management 880.93%1.00%1.12%Q4 2021Q3 20238
Ellis Investment Partners, LLC 880.00%0.01%0.02%Q4 2020Q3 20228
Covestor Ltd 880.02%0.05%0.11%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.02%0.06%0.13%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.10%0.15%0.18%Q4 2021Q3 20238
Waterfront Wealth Inc. 880.11%0.30%0.40%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.08%0.09%0.10%Q2 2013Q1 20158
TD Waterhouse Canada Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Core Alternative Capital 880.00%0.01%0.01%Q4 2021Q3 20238
COTTONWOOD CAPITAL ADVISORS, LLC 880.16%0.20%0.22%Q4 2021Q3 20238
Advance Capital Management, Inc. 880.37%0.47%0.72%Q4 2021Q3 20238
TAGStone Capital, Inc. 880.45%0.54%0.59%Q4 2021Q3 20238
Soros Fund Management 880.11%0.15%0.25%Q1 2018Q4 20198
Baader Bank Aktiengesellschaft 880.05%0.14%0.21%Q4 2021Q3 20238
DUNCKER STREETT & CO INC 880.09%0.13%0.22%Q4 2017Q3 20198
HBK Sorce Advisory LLC 530.01%0.06%0.09%Q3 2013Q3 20238
Banco Santander, S.A. 880.01%0.06%0.39%Q1 2018Q4 20198
Baltimore-Washington Financial Advisors, Inc. 880.09%0.10%0.14%Q4 2013Q3 20158
Lomas Capital Management, LLC 622.63%5.06%8.58%Q2 2016Q2 20208
Desjardins Global Asset Management Inc. 880.19%0.41%1.15%Q4 2021Q3 20238
PDT Partners, LLC 310.01%0.15%0.60%Q2 2013Q3 20238
Cerity Partners LLC 880.02%0.03%0.04%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.04%0.07%0.14%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.03%0.04%0.05%Q3 2021Q2 20238
NEW VERNON INVESTMENT MANAGEMENT LLC 422.05%4.38%8.57%Q1 2017Q2 20228
ALPHA WINDWARD LLC 440.00%0.06%0.13%Q2 2013Q3 20208
Magnetar Financial LLC 210.00%0.01%0.05%Q2 2016Q2 20238
LVW Advisors, LLC 710.08%0.14%0.18%Q4 2019Q1 20238
Matarin Capital Management, LLC 710.15%0.48%0.76%Q2 2013Q4 20208
TUCKER ASSET MANAGEMENT LLC 710.01%0.01%0.01%Q1 2021Q3 20238
Santa Fe Partners LLC 710.07%0.31%0.51%Q2 2013Q4 20158
J2 Capital Management Inc 880.25%0.37%0.50%Q4 2021Q3 20238
Formidable Asset Management, LLC 710.15%0.22%0.39%Q1 2019Q1 20238
DAVIS SELECTED ADVISERS 530.00%1.09%2.36%Q2 2013Q4 20158
BAKER TILLY WEALTH MANAGEMENT, LLC 880.03%0.06%0.10%Q4 2021Q3 20238
Metis Global Partners, LLC 880.13%0.18%0.23%Q4 2021Q3 20238
OLD SECOND NATIONAL BANK OF AURORA 710.00%0.00%0.00%Q3 2021Q3 20238
Lindenwold Advisors, INC 880.79%1.11%1.30%Q4 2021Q3 20238
FJ Capital Management LLC 880.08%0.20%0.30%Q4 2021Q3 20238
Salient Capital Advisors, LLC 880.01%0.01%0.01%Q1 2015Q4 20168
BALASA DINVERNO & FOLTZ LLC 880.02%0.03%0.04%Q4 2020Q3 20228
B. Metzler seel. Sohn & Co. AG 880.05%0.08%0.11%Q4 2021Q3 20238
B & T Capital Management DBA Alpha Capital Management 880.53%0.61%0.69%Q3 2017Q2 20198
HighPoint Advisor Group LLC 410.02%0.10%0.29%Q1 2016Q2 20228
Jump Financial, LLC 510.01%0.12%0.34%Q3 2020Q3 20238
Bensler, LLC 880.74%0.99%1.19%Q4 2021Q3 20238
SkyView Investment Advisors, LLC 880.06%0.14%0.38%Q4 2021Q3 20238
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 620.10%0.30%0.78%Q1 2018Q1 20218
DALTON GREINER HARTMAN MAHER & CO 880.04%0.08%0.13%Q1 2019Q4 20208
USA FINANCIAL FORMULAS 610.02%0.56%0.95%Q1 2017Q2 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Bell Investment Advisors, Inc 620.00%0.01%0.01%Q3 2021Q3 20238
CORNERSTONE ADVISORS INC 510.00%0.16%0.32%Q2 2016Q4 20218
RAINIER INVESTMENT MANAGEMENT LLC 880.17%0.98%1.69%Q1 2016Q4 20178
Mizuho Trust & Banking Co., Ltd. 880.07%0.08%0.10%Q4 2014Q3 20168
Allspring Global Investments Holdings, LLC 880.02%0.13%0.30%Q4 2021Q3 20238
EDMOND DE ROTHSCHILD HOLDING S.A. 510.00%0.00%0.01%Q2 2018Q3 20238
CULLINAN ASSOCIATES INC 880.01%0.03%0.03%Q4 2021Q3 20238
Optimal Asset Management, Inc. 880.16%0.31%0.48%Q4 2019Q3 20218
OCCUDO QUANTITATIVE STRATEGIES LP 410.07%0.30%0.52%Q4 2020Q1 20238
Blooom, Inc. 881.34%2.04%4.25%Q4 2020Q3 20228
WADDELL & REED FINANCIAL INC 880.00%0.21%0.32%Q1 2019Q4 20208
Calvert Investment Management, Inc. 530.03%0.04%0.06%Q3 2014Q4 20168
Gardiner Nancy B 881.00%1.17%1.31%Q3 2018Q2 20208
Daiwa SB Investments Ltd. 530.01%0.02%0.05%Q2 2013Q1 20198
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 530.00%0.00%0.00%Q2 2018Q3 20238
Verdad Advisers, LP 881.12%2.89%5.07%Q4 2021Q3 20238
Intrua Financial, LLC 620.04%0.05%0.06%Q1 2021Q1 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.02%0.03%0.04%Q4 2019Q3 20218
Horizon Kinetics 880.00%0.01%0.02%Q2 2013Q1 20158
Connectus Wealth, LLC 880.21%0.27%0.48%Q4 2021Q3 20238
NVWM, LLC 880.00%0.06%0.23%Q3 2021Q2 20238
Schechter Investment Advisors, LLC 880.02%0.07%0.12%Q4 2021Q3 20238
Eudaimonia Partners, LLC 620.01%0.11%0.42%Q4 2019Q2 20238
Summit Trail Advisors, LLC 510.01%0.11%0.39%Q4 2017Q3 20238
Ridgewood Investments LLC 880.08%0.21%0.32%Q3 2021Q2 20238
EverSource Wealth Advisors, LLC 880.02%0.57%1.24%Q4 2021Q3 20238
CARILLON TOWER ADVISERS, INC. 880.05%0.40%0.60%Q4 2017Q3 20198
PCJ Investment Counsel Ltd. 410.18%0.62%1.41%Q4 2018Q4 20228
CLEAR STREET MARKETS LLC 770.01%0.03%0.14%Q4 2021Q2 20238
IFG Advisory, LLC 710.02%0.03%0.04%Q3 2021Q3 20238
TRUSTCORE FINANCIAL SERVICES, LLC 710.00%0.00%0.01%Q2 2018Q4 20228
HC FINANCIAL ADVISORS INC 880.04%0.07%0.12%Q3 2020Q2 20228
Voya Financial Advisors, Inc. 530.02%0.04%0.08%Q2 2019Q3 20238
CNA FINANCIAL CORP 881.07%1.90%3.70%Q4 2019Q3 20218
AlphaCentric Advisors LLC 440.03%0.12%0.28%Q4 2020Q3 20238
Quent Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Forum Financial Management, LP 880.02%0.02%0.03%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.03%0.07%0.09%Q4 2021Q3 20238
Insight Wealth Strategies, LLC 710.10%0.19%0.31%Q3 2019Q3 20228
EAGLE ROCK INVESTMENT COMPANY, LLC 880.85%1.24%1.49%Q4 2021Q3 20238
CANANDAIGUA NATIONAL CORP 880.12%0.23%0.29%Q1 2021Q4 20228
Byrne Asset Management LLC 880.02%0.02%0.02%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Kore Private Wealth LLC 320.00%0.01%0.04%Q4 2018Q3 20217
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.03%Q4 2020Q2 20227
Migdal Insurance & Financial Holdings Ltd. 320.00%0.00%0.01%Q1 2018Q2 20207
MEANS INVESTMENT CO., INC. 770.04%0.05%0.05%Q1 2022Q3 20237
Point72 Middle East FZE 210.01%0.07%0.15%Q4 2022Q3 20237
Tyler-Stone Wealth Management 520.15%0.21%0.24%Q4 2021Q3 20237
Highstreet Asset Management Inc. 430.00%0.57%2.01%Q2 2017Q4 20197
BOGLE INVESTMENT MANAGEMENT L P /DE/ 320.82%1.00%1.16%Q1 2018Q3 20207
Bernardo Wealth Planning LLC 770.10%0.11%0.13%Q1 2022Q3 20237
Alaska Permanent Fund Corp 520.00%0.00%0.00%Q4 2021Q3 20237
Savior LLC 770.01%0.01%0.02%Q4 2019Q2 20217
Crewe Advisors LLC 520.00%0.00%0.01%Q3 2020Q2 20237
Bank of New Hampshire 770.01%0.01%0.02%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.04%0.07%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.14%0.18%0.20%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
Avalon Investment & Advisory 610.01%0.30%0.37%Q3 2018Q1 20237
Perigon Wealth Management, LLC 310.00%0.01%0.02%Q4 2016Q3 20237
Ascent Group, LLC 770.03%0.22%0.49%Q1 2022Q3 20237
Beaumont Financial Partners, LLC 770.08%0.45%0.75%Q2 2020Q4 20217
Perpetual Investment Management Ltd 770.02%0.03%0.04%Q2 2021Q4 20227
Neo Ivy Capital Management 410.03%0.42%0.80%Q4 2018Q2 20227
Atom Investors LP 210.01%0.10%0.20%Q2 2020Q3 20237
Campbell & CO Investment Adviser LLC 310.10%0.46%1.06%Q3 2015Q3 20197
HABERER REGISTERED INVESTMENT ADVISOR INC 770.00%0.00%0.01%Q2 2013Q4 20147
GHE, LLC 771.11%2.60%3.51%Q1 2022Q3 20237
Hudson Bay Capital Management LP 310.06%0.12%0.26%Q3 2017Q1 20237
TILIA FIDUCIARY PARTNERS, INC. 770.05%0.06%0.07%Q4 2021Q2 20237
Lee Financial Co 520.00%0.00%0.00%Q1 2018Q2 20237
Palisades Hudson Asset Management, L.P. 770.13%0.15%0.18%Q2 2017Q4 20187
Contrarius Investment Management Ltd 770.08%0.51%0.85%Q2 2021Q4 20227
ALPHASIMPLEX GROUP, LLC 770.25%0.37%0.50%Q2 2020Q4 20217
CENTAURUS FINANCIAL, INC. 430.11%0.18%0.30%Q1 2018Q3 20237
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
Fieldpoint Private Securities, LLC 770.00%0.01%0.02%Q4 2020Q2 20227
Livingston Group Asset Management CO (operating as Southport Capital Management) 510.02%0.10%0.16%Q2 2016Q1 20227
Cambria Investment Management, L.P. 610.01%0.08%0.14%Q3 2015Q2 20197
Nvest Financial, LLC 770.89%1.41%1.73%Q1 2022Q3 20237
DC Investments Management, LLC 770.12%0.20%0.32%Q4 2018Q2 20207
FourThought Financial, LLC 770.02%0.03%0.04%Q1 2021Q3 20227
Claro Advisors LLC 510.05%0.15%0.22%Q4 2018Q3 20237
Greenfield Savings Bank 771.42%1.54%1.63%Q2 2022Q4 20237
Integrated Wealth Concepts LLC 430.01%0.01%0.01%Q3 2020Q3 20237
Raub Brock Capital Management LP 770.06%0.07%0.08%Q1 2022Q3 20237
Bollard Group LLC 320.00%0.00%0.00%Q4 2018Q3 20237
Heartland Bank & Trust Co 430.49%0.61%0.74%Q4 2020Q3 20237
Fiduciary Group LLC 770.06%0.08%0.09%Q1 2022Q3 20237
Simmons Bank 770.02%0.02%0.03%Q3 2017Q1 20197
Fairbanks Capital Management, Inc. 770.63%1.11%1.42%Q4 2021Q2 20237
Wealth Advisory Solutions, LLC 410.00%0.10%0.34%Q2 2020Q2 20227
Greystone Managed Investments Inc. 770.28%0.53%0.64%Q1 2018Q3 20197
Aristotle Capital Management, LLC 770.00%0.86%1.33%Q2 2013Q4 20147
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 430.09%0.10%0.12%Q2 2013Q1 20157
Wakefield Asset Management LLLP 521.02%1.33%1.79%Q3 2018Q3 20207
Ameritas Advisory Services, LLC 610.01%0.02%0.03%Q4 2021Q3 20237
Centerpoint Advisors, LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Harel Insurance Investments & Financial Services Ltd. 610.01%0.03%0.09%Q3 2019Q4 20217
SJS Investment Consulting Inc. 520.00%0.00%0.01%Q4 2021Q3 20237
AMERICAN NATIONAL BANK 770.00%0.02%0.03%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.04%0.06%0.07%Q1 2022Q3 20237
BESSEMER SECURITIES LLC 610.06%0.10%0.18%Q3 2015Q1 20207
TCWP LLC 770.05%0.07%0.11%Q4 2021Q2 20237
First Western Trust Bank 770.05%0.06%0.07%Q1 2022Q3 20237
WFG Advisors, LP 770.00%0.00%0.01%Q2 2013Q4 20147
HIGHLAND CAPITAL MANAGEMENT, LLC 310.04%0.08%0.13%Q2 2017Q3 20197
Leeward Investments, LLC - MA 770.82%0.97%1.04%Q1 2022Q3 20237
RS INVESTMENT MANAGEMENT CO LLC 770.00%0.89%1.58%Q4 2014Q2 20167
PEOPLES BANK /OH 410.11%0.16%0.20%Q3 2020Q1 20237
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q4 2020Q2 20227
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.01%Q4 2018Q2 20207
Wedmont Private Capital 770.05%0.07%0.10%Q1 2022Q3 20237
abrdn Investment Management Ltd 770.00%0.00%0.00%Q2 2013Q4 20147
Riverview Trust Co 770.03%0.06%0.08%Q1 2022Q3 20237
MinichMacGregor Wealth Management, LLC 610.01%0.01%0.01%Q2 2017Q4 20227
SECURITY NATIONAL TRUST CO 510.00%0.01%0.02%Q4 2015Q3 20217
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
Tourbillon Capital Partners, L.P. 440.12%1.16%2.44%Q2 2015Q1 20167
Laird Norton Wetherby Trust Company, LLC 430.02%0.03%0.04%Q4 2021Q3 20237
Edge Advisors, LLC 770.00%0.01%0.01%Q4 2016Q2 20187
NorthCrest Asset Manangement, LLC 610.02%0.09%0.11%Q4 2021Q3 20237
Senator Investment Group LP 421.19%2.29%4.22%Q4 2021Q3 20236
Origin Asset Management LLP 510.59%1.38%1.89%Q3 2015Q3 20196
MONETA GROUP INVESTMENT ADVISORS LLC 310.00%0.02%0.03%Q4 2017Q3 20236
SEI TRUST CO 660.00%0.02%0.04%Q2 2013Q3 20146
COUNTRY TRUST BANK 410.00%0.00%0.00%Q3 2017Q4 20236
MONETTA FINANCIAL SERVICES INC 660.43%1.00%1.26%Q1 2015Q2 20166
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
OPSEU Pension Plan Trust Fund 510.10%0.27%0.38%Q1 2020Q3 20226
NorthRock Partners, LLC 660.02%0.08%0.22%Q2 2022Q3 20236
Aaron Wealth Advisors LLC 510.01%0.07%0.11%Q1 2022Q3 20236
Newfound Research LLC 660.00%0.00%0.00%Q3 2016Q4 20176
Industrial Alliance Investment Management Inc. 660.24%0.36%0.46%Q4 2021Q1 20236
Te Ahumairangi Investment Management Ltd 660.07%0.46%0.69%Q3 2020Q4 20216
PATTON FUND MANAGEMENT, INC. 210.06%0.72%1.00%Q2 2019Q2 20236
First National Bank of Hutchinson 660.13%0.19%0.23%Q4 2018Q1 20206
Graham Capital Management, L.P. 660.01%0.04%0.06%Q1 2022Q2 20236
NORRIS PERNE & FRENCH LLP/MI 660.02%0.57%0.89%Q1 2021Q2 20226
EverPoint Asset Management, LLC 410.06%0.19%0.34%Q3 2014Q4 20166
SteelPeak Wealth, LLC 310.05%0.09%0.14%Q1 2021Q2 20236
Centiva Capital, LP 210.01%0.04%0.09%Q1 2020Q1 20236
First Bank & Trust 310.00%0.11%0.36%Q2 2019Q3 20236
Private Ocean, LLC 310.00%0.01%0.03%Q4 2015Q1 20206
RWC Asset Management LLP 660.56%0.97%1.35%Q4 2021Q1 20236
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.03%0.04%Q3 2019Q4 20206
OPTIMUM INVESTMENT ADVISORS 510.00%0.01%0.01%Q1 2018Q3 20196
Royal Fund Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Private Harbour Investment Management & Counsel, LLC 510.13%0.15%0.17%Q2 2013Q4 20156
HighVista Strategies LLC 330.07%0.18%0.30%Q4 2015Q4 20176
BANK OF NOVA SCOTIA TRUST CO 410.00%0.06%0.10%Q3 2015Q1 20216
KOPP INVESTMENT ADVISORS LLC 660.19%0.24%0.30%Q4 2017Q1 20196
Dynamic Capital Management Ltd 210.09%0.36%1.24%Q4 2013Q2 20196
SPRING CAPITAL MANAGEMENT, LLC 420.16%0.18%0.19%Q4 2021Q3 20236
TOWNSQUARE CAPITAL LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Virtus Investment Advisers, Inc. 660.13%0.18%0.22%Q3 2016Q4 20176
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
Delta Accumulation, LLC 330.45%0.82%1.32%Q4 2022Q2 20236
Systematic Alpha Investments, LLC 410.01%0.01%0.01%Q4 2020Q3 20236
IRIDIAN ASSET MANAGEMENT LLC/CT 660.03%0.04%0.05%Q4 2019Q1 20216
Schooner Investment Group, LLC. 420.10%0.38%0.91%Q4 2013Q4 20156
Holocene Advisors, LP 510.00%0.03%0.04%Q2 2020Q4 20216
KING LUTHER CAPITAL MANAGEMENT CORP 660.00%0.00%0.00%Q2 2022Q3 20236
Clear Perspective Advisors, LLC 660.01%0.01%0.01%Q4 2016Q1 20186
Azimuth Capital Investment Management LLC 660.10%0.11%0.12%Q2 2022Q3 20236
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 420.05%0.10%0.15%Q3 2019Q1 20236
INTECH INVESTMENT MANAGEMENT LLC 660.09%0.20%0.46%Q2 2022Q3 20236
Quantamental Technologies LLC 110.05%0.48%0.94%Q2 2019Q3 20236
Wambolt & Associates, LLC 660.09%0.22%0.41%Q2 2022Q3 20236
Calamos Wealth Management LLC 330.04%0.06%0.09%Q1 2021Q3 20226
Dorsey Wright & Associates 420.28%0.34%0.40%Q3 2017Q3 20206
MEMBERS CAPITAL ADVISORS INC 660.78%1.20%1.70%Q2 2021Q3 20226
FACTORY MUTUAL INSURANCE CO 660.17%0.18%0.20%Q2 2022Q3 20236
QVR LLC 220.00%0.05%0.11%Q3 2022Q4 20226
PARK NATIONAL CORP /OH/ 420.01%0.02%0.02%Q2 2013Q1 20236
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.04%0.09%Q2 2015Q3 20226
Ruane, Cunniff & Goldfarb L.P. 410.00%0.01%0.01%Q1 2018Q4 20206
Legacy Advisors, LLC 310.03%0.07%0.09%Q1 2021Q3 20236
Bank of Kentucky, Inc. 510.00%0.00%0.00%Q2 2013Q4 20146
Canton Hathaway, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
FIRST FOUNDATION ADVISORS 420.01%0.02%0.03%Q1 2021Q3 20236
Manning & Napier Group, LLC 660.06%0.07%0.07%Q2 2022Q3 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
Castle Rock Wealth Management, LLC 660.09%0.11%0.14%Q4 2020Q1 20226
Wagner Wealth Management, LLC 420.01%0.02%0.03%Q1 2021Q3 20226
MONEY CONCEPTS CAPITAL CORP 660.01%0.01%0.02%Q1 2022Q2 20236
ARBOR TRUST WEALTH ADVISORS, LLC 510.13%0.19%0.23%Q4 2019Q1 20226
WealthShield Partners, LLC 510.01%0.06%0.11%Q2 2020Q4 20216
Monument Capital Management 660.11%0.14%0.19%Q2 2022Q3 20236
EHP Funds Inc. 660.15%0.64%0.80%Q1 2022Q2 20236
PFG Private Wealth Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Kingsview Wealth Management, LLC 310.01%0.02%0.04%Q3 2019Q3 20236
Strategic Investment Advisors / MI 420.04%0.24%0.43%Q3 2020Q3 20236
MEITAV INVESTMENT HOUSE LTD 660.02%0.04%0.06%Q2 2018Q3 20196
Beck Bode, LLC 510.01%1.22%1.59%Q4 2018Q3 20206
TCF National Bank 330.05%0.10%0.15%Q3 2019Q1 20216
NewEdge Wealth, LLC 660.06%0.10%0.12%Q2 2022Q3 20236
FIDUCIARY TRUST INTERNATIONAL LLC 510.03%1.59%3.06%Q4 2018Q2 20206
ANALYTIC INVESTORS, LLC 420.01%0.04%0.14%Q2 2014Q3 20166
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Cascadia Advisory Services, LLC 310.20%0.37%0.49%Q4 2019Q3 20216
Ativo Capital Management LLC 330.12%0.21%0.35%Q4 2018Q2 20216
STRALEM & CO INC 662.56%2.89%3.27%Q1 2019Q2 20206
MIROVA 660.00%0.01%0.02%Q2 2019Q3 20206
EdgeRock Capital LLC 660.17%0.29%0.46%Q2 2022Q3 20236
Czech National Bank 660.21%0.23%0.24%Q3 2022Q4 20236
ELEMENT CAPITAL MANAGEMENT LLC 310.08%1.85%9.01%Q1 2018Q1 20236
STOCK YARDS BANK & TRUST CO 660.01%0.01%0.02%Q2 2022Q3 20236
BAMCO INC /NY/ 660.00%0.00%0.01%Q2 2022Q3 20236
HighMark Wealth Management LLC 660.01%0.01%0.02%Q4 2019Q1 20216
DUALITY ADVISERS, LP 210.03%0.32%0.54%Q4 2018Q3 20216
Quad-Cities Investment Group, LLC 660.01%0.03%0.06%Q2 2018Q3 20196
Ameritas Investment Company, LLC 310.01%0.03%0.10%Q1 2019Q3 20216
KLINGENSTEIN FIELDS & CO LP 660.09%0.11%0.11%Q2 2013Q3 20146
Gardner Russo & Gardner 660.00%0.01%0.03%Q2 2013Q3 20146
Pegasus Partners Ltd. 510.04%0.41%0.62%Q3 2018Q3 20216
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
Lloyds Banking Group plc 660.01%0.03%0.05%Q2 2013Q3 20146
FORA Capital, LLC 210.01%0.22%0.63%Q4 2019Q2 20236
SYCOMORE ASSET MANAGEMENT 410.08%1.04%1.64%Q4 2019Q3 20235
Kaizen Advisory, LLC 550.02%0.04%0.06%Q4 2017Q4 20185
AIGEN INVESTMENT MANAGEMENT, LP 410.01%0.16%0.34%Q4 2019Q2 20225
Astoria Portfolio Advisors LLC. 410.13%0.18%0.24%Q4 2021Q1 20235
Moisand Fitzgerald Tamayo, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
HIGH POINTE CAPITAL MANAGEMENT LLC 550.96%1.08%1.24%Q3 2017Q3 20185
ANGELES WEALTH MANAGEMENT, LLC 550.07%0.26%0.35%Q3 2022Q3 20235
Advisory Alpha, LLC 310.00%0.02%0.03%Q1 2019Q3 20205
PFS INVESTMENTS INC. 550.01%0.02%0.04%Q2 2022Q2 20235
Cerebellum GP, LLC 210.28%0.29%0.30%Q2 2018Q3 20205
Alta Advisers Ltd 550.12%0.13%0.14%Q3 2022Q3 20235
Graypoint LLC 550.03%0.04%0.05%Q3 2022Q3 20235
Rather & Kittrell, Inc. 410.01%0.08%0.11%Q4 2021Q3 20235
Signition LP 550.12%0.48%0.70%Q4 2017Q4 20185
DE BURLO GROUP INC 550.78%1.56%2.38%Q3 2018Q3 20195
Wilmington Funds Management Corp 550.02%0.04%0.04%Q2 2013Q2 20145
HOLDERNESS INVESTMENTS CO 310.08%0.11%0.12%Q3 2018Q1 20235
HOLLENCREST CAPITAL MANAGEMENT 410.01%0.02%0.03%Q3 2014Q3 20235
SHAPIRO ROBERT N 320.02%0.22%0.38%Q2 2013Q4 20145
UBS OCONNOR LLC 410.24%0.53%0.77%Q2 2015Q4 20165
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
TRILLIUM ASSET MANAGEMENT, LLC 410.01%0.13%0.37%Q2 2022Q3 20235
STEPH & CO 550.11%0.15%0.19%Q4 2019Q4 20205
Aubrey Capital Management Ltd 551.34%1.75%2.12%Q3 2022Q3 20235
Jupiter Investment Management Ltd 310.00%0.11%0.25%Q4 2015Q4 20195
tru Independence LLC 550.00%0.01%0.05%Q4 2019Q4 20205
Baker Avenue Asset Management, LP 550.00%0.02%0.04%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.16%0.19%0.22%Q3 2022Q3 20235
Alpha Paradigm Partners, LLC 410.02%0.05%0.08%Q1 2021Q3 20225
MENDON CAPITAL ADVISORS CORP 410.26%0.33%0.47%Q4 2016Q3 20195
Cooper Financial Group 550.09%0.11%0.14%Q3 2022Q3 20235
Junto Capital Management LP 411.16%2.35%3.54%Q2 2022Q3 20235
Cavalier Investments, LLC 550.23%0.45%0.70%Q3 2018Q3 20195
JUNCTURE WEALTH STRATEGIES, LLC 550.11%0.13%0.14%Q4 2022Q4 20235
ALLEGHANY CORP /DE 550.42%0.58%0.79%Q3 2021Q3 20225
WIN ADVISORS, INC 410.00%0.04%0.11%Q1 2022Q3 20235
LAKE STREET PRIVATE WEALTH, LLC 550.04%0.04%0.05%Q3 2022Q3 20235
Koshinski Asset Management, Inc. 320.01%0.02%0.04%Q3 2020Q1 20225
Steward Financial Group LLC 320.00%0.02%0.03%Q4 2021Q3 20235
Sompo Asset Management Co., Ltd. 550.17%0.20%0.25%Q3 2022Q3 20235
Altus Capital Inc. 551.86%6.88%11.66%Q2 2013Q2 20145
XTX Topco Ltd 210.17%0.31%0.61%Q2 2021Q3 20235
Altshuler Shaham Ltd 310.00%0.02%0.12%Q3 2018Q3 20225
Tacita Capital Inc 550.00%0.06%0.10%Q4 2020Q4 20215
Sabal Trust CO 550.09%0.11%0.16%Q3 2022Q3 20235
HARBOR CAPITAL ADVISORS, INC. 550.61%0.80%1.28%Q4 2022Q4 20235
Vantage Investment Advisors, LLC 410.00%0.00%0.01%Q2 2016Q3 20185
StoneX Group Inc. 410.03%0.05%0.07%Q3 2020Q4 20215
KANALY TRUST CO 550.16%0.19%0.24%Q4 2013Q4 20145
GREENWOOD CAPITAL ASSOCIATES LLC 320.05%0.07%0.09%Q4 2015Q1 20185
MENTA CAPITAL LLC 110.04%0.26%0.85%Q3 2013Q3 20185
Van Hulzen Asset Management, LLC 320.03%0.62%1.14%Q3 2020Q3 20235
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Shamrock Asset Management LLC 550.02%0.03%0.05%Q3 2018Q3 20195
Aquatic Capital Management LLC 320.01%0.30%0.75%Q1 2022Q3 20235
NEW YORK LIFE TRUST CO 310.07%0.19%0.38%Q3 2013Q2 20165
MANNING & NAPIER ADVISORS LLC 550.01%0.01%0.01%Q3 2014Q3 20155
Enlightenment Research, LLC 210.15%0.46%1.08%Q4 2018Q3 20225
HANSEATIC MANAGEMENT SERVICES INC 210.18%0.51%1.00%Q1 2016Q3 20205
GW&K Investment Management, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Capital International Investors 550.07%0.10%0.15%Q3 2022Q3 20235
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
Addison Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
ASB Consultores, LLC 320.09%0.13%0.19%Q2 2022Q3 20235
TT INTERNATIONAL 410.56%0.90%1.06%Q1 2019Q3 20205
IMPAX ASSET MANAGEMENT LLC 550.01%0.02%0.02%Q2 2017Q2 20185
New Millennium Group LLC 550.00%0.00%0.00%Q3 2022Q3 20235
HERITAGE WEALTH MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2021Q4 20225
Visium Asset Management, LP 310.00%0.01%0.04%Q2 2013Q2 20155
Procyon Advisors, LLC 320.01%0.03%0.08%Q4 2019Q3 20235
Park Avenue Institutional Advisers LLC 550.08%0.10%0.11%Q2 2015Q2 20165
Sturgeon Ventures LLP 320.03%0.81%2.38%Q2 2019Q3 20235
REILLY FINANCIAL ADVISORS, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Ledyard National Bank 550.00%0.00%0.00%Q4 2017Q4 20185
SAMLYN CAPITAL, LLC 550.92%1.18%1.52%Q4 2016Q4 20175
AIA Investment Management Private Ltd 550.29%0.50%0.84%Q3 2019Q3 20205
Hirtle Callaghan & Co LLC 550.01%0.01%0.01%Q3 2013Q3 20145
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 550.01%0.03%0.11%Q2 2013Q2 20145
NATIONAL PLANNING CORP 410.00%0.02%0.04%Q4 2014Q3 20175
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
TRANSATLANTIQUE PRIVATE WEALTH LLC 550.27%0.34%0.43%Q2 2022Q2 20235
TIVERTON ASSET MANAGEMENT LLC 320.01%0.02%0.04%Q4 2017Q3 20195
Wilmington Trust Investment Management, LLC 550.04%0.07%0.08%Q2 2013Q2 20145
FORBES J M & CO LLP 550.76%0.84%0.91%Q3 2022Q3 20235
Sage Mountain Advisors LLC 320.03%0.07%0.13%Q1 2022Q2 20235
EP Wealth Advisors, LLC 320.00%0.04%0.17%Q1 2022Q3 20235
SELDON CAPITAL LP 550.05%0.06%0.08%Q4 2021Q4 20225
Douglass Winthrop Advisors, LLC 550.01%0.01%0.02%Q3 2020Q3 20215
MIRABELLA FINANCIAL SERVICES LLP 210.00%0.78%3.64%Q4 2019Q4 20225
Sageworth Trust Co 210.00%0.00%0.00%Q4 2017Q2 20205
Interchange Capital Partners, LLC 310.09%0.20%0.28%Q4 2020Q1 20235
Wilmington Trust, National Association 550.01%0.01%0.02%Q2 2013Q2 20145
Weiss Asset Management LP 410.01%0.02%0.02%Q3 2018Q4 20195
Ergoteles LLC 210.01%0.07%0.17%Q3 2020Q2 20235
Pflug Koory, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
EVERMAY WEALTH MANAGEMENT LLC 550.00%0.01%0.02%Q3 2022Q3 20235
Hanson & Doremus Investment Management 550.02%0.02%0.02%Q3 2022Q3 20235
Rikoon Group, LLC 550.08%0.14%0.17%Q1 2020Q1 20215
Delta Investment Management, LLC 550.30%0.52%0.68%Q4 2020Q4 20215
LRT Capital Management, LLC 551.88%2.62%3.18%Q4 2021Q4 20225
Timber Hill LLC 210.00%0.00%0.01%Q4 2013Q1 20175
TIEDEMANN ADVISORS, LLC 310.01%0.02%0.04%Q3 2019Q4 20204
Leucadia National 110.01%0.03%0.07%Q1 2016Q2 20234
Winton Capital Management Ltd 440.22%0.25%0.30%Q2 2013Q1 20144
JOYN Advisors, Inc. 440.00%0.01%0.01%Q1 2018Q4 20184
Counsel Portfolio Services Inc. 440.16%0.18%0.22%Q3 2015Q2 20164
GTS SECURITIES LLC 220.00%0.05%0.16%Q2 2023Q3 20234
Kepos Capital LP 210.24%0.32%0.47%Q1 2018Q2 20194
Continuum Advisory, LLC 440.05%0.05%0.05%Q4 2022Q3 20234
Axiom Investment Management LLC 440.16%0.20%0.24%Q4 2018Q3 20194
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q1 2015Q1 20214
Jump Trading, LLC 310.03%0.05%0.07%Q4 2017Q1 20194
NORTHWEST INVESTMENT COUNSELORS, LLC 210.00%0.00%0.01%Q3 2020Q2 20224
Capital Returns Management, LLC 442.62%4.01%5.88%Q1 2017Q4 20174
MANGROVE PARTNERS IM, LLC 220.19%0.75%2.23%Q2 2020Q2 20214
J.W. COLE ADVISORS, INC. 310.02%0.02%0.02%Q3 2020Q4 20214
Angeles Investment Advisors, LLC 440.03%0.04%0.04%Q3 2022Q2 20234
L & S Advisors Inc 220.32%0.60%0.89%Q1 2019Q2 20234
KINGS POINT CAPITAL MANAGEMENT 310.00%0.00%0.00%Q2 2019Q1 20214
Gladius Capital Management LP 310.01%0.29%1.09%Q3 2017Q2 20224
Hilton Capital Management, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
Modera Wealth Management, LLC 210.01%0.01%0.02%Q4 2020Q3 20234
First Houston Capital, Inc. 442.01%2.35%2.77%Q3 2015Q2 20164
West Oak Capital, LLC 310.01%0.01%0.01%Q1 2017Q1 20194
TMD & ASSOCIATES, INC 440.27%0.29%0.30%Q3 2018Q2 20194
Liontrust Investment Partners LLP 440.09%0.09%0.10%Q3 2021Q2 20224
Kemnay Advisory Services Inc. 310.08%0.09%0.10%Q2 2020Q2 20214
Numeric Investors LLC 110.00%0.01%0.02%Q2 2014Q2 20174
Chicago Partners Investment Group LLC 310.01%0.02%0.02%Q2 2017Q1 20234
SignalPoint Asset Management, LLC 440.40%0.42%0.44%Q1 2018Q4 20184
Nine Chapters Capital Management LLC 310.05%0.15%0.27%Q2 2013Q4 20144
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Egerton Capital (UK) LLP 440.59%1.23%1.69%Q1 2020Q4 20204
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
JACOBS ASSET MANAGEMENT, LLC 310.95%2.27%3.80%Q3 2022Q3 20234
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 440.05%0.05%0.05%Q2 2022Q1 20234
Coronation Fund Managers Ltd. 220.01%0.14%0.23%Q1 2019Q3 20234
BRC Investment Management LLC 310.11%1.61%3.33%Q1 2015Q1 20164
Elkhorn Investments, LLC 441.04%1.11%1.24%Q1 2017Q4 20174
Independent Portfolio Consultants, Inc. 440.00%0.00%0.01%Q2 2014Q1 20154
Three Peaks Capital Management, LLC 440.79%0.96%1.06%Q1 2018Q4 20184
BRYN MAWR CAPITAL MANAGEMENT INC 440.04%0.29%0.54%Q2 2014Q1 20154
F&C Asset Management plc 440.01%0.01%0.01%Q2 2013Q1 20144
B. Riley Wealth Management, Inc. 210.00%0.01%0.02%Q1 2015Q2 20224
Malaga Cove Capital, LLC 440.36%0.42%0.49%Q4 2019Q3 20204
Scott & Selber, Inc. 441.10%1.18%1.26%Q4 2018Q3 20194
BOSTON FAMILY OFFICE LLC 440.02%0.02%0.02%Q1 2022Q4 20224
Pensionfund DSM Netherlands 220.10%0.33%0.58%Q2 2017Q4 20214
Teamwork Financial Advisors, LLC 210.16%0.29%0.50%Q4 2019Q2 20234
MITCHELL MCLEOD PUGH & WILLIAMS INC 310.06%0.08%0.10%Q1 2022Q1 20234
Hilltop Holdings Inc. 310.04%0.05%0.06%Q1 2020Q1 20224
ATWOOD & PALMER INC 440.00%0.00%0.00%Q4 2022Q3 20234
HIGHLAND CAPITAL MANAGEMENT LP 210.01%0.18%0.55%Q2 2015Q2 20194
Gupta Wealth Management LLC 440.00%0.00%0.01%Q1 2015Q4 20154
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.01%0.01%Q3 2018Q2 20194
CAUSEWAY CAPITAL MANAGEMENT LLC 442.86%2.98%3.24%Q1 2014Q4 20144
ZWEIG ADVISERS LLC 441.90%1.95%2.02%Q2 2015Q1 20164
ETF MANAGERS GROUP, LLC 210.02%0.06%0.11%Q4 2018Q4 20224
Julex Capital Management, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Invictus RG 310.20%0.29%0.34%Q1 2017Q2 20184
Highland Private Wealth Management 440.03%0.03%0.04%Q4 2021Q3 20224
PALISADE CAPITAL MANAGEMENT, LP 440.01%0.01%0.01%Q3 2015Q2 20164
LOEB PARTNERS CORP 440.10%0.70%0.95%Q3 2017Q2 20184
Sheaff Brock Investment Advisors, LLC 440.12%0.13%0.14%Q4 2018Q3 20194
Kinsale Capital Group, Inc. 440.36%0.91%1.33%Q4 2022Q3 20234
Horan Securities, Inc. 310.00%0.01%0.02%Q2 2022Q2 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.02%0.02%0.02%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.05%0.40%0.78%Q4 2022Q3 20234
AXIOM INVESTORS LLC /DE 440.08%0.08%0.09%Q4 2018Q3 20194
Northern Financial Advisors Inc 440.56%0.65%0.76%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.47%0.54%0.63%Q4 2022Q3 20234
New Hampshire Trust 440.05%0.06%0.06%Q4 2022Q3 20234
DoubleLine ETF Adviser LP 440.40%0.45%0.55%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Robinson Value Management, Ltd. 310.01%1.18%1.68%Q4 2016Q2 20184
Left Brain Wealth Management, LLC 441.03%2.17%3.38%Q4 2022Q3 20234
UNIQUE WEALTH, LLC 440.12%0.22%0.28%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.05%0.72%1.70%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
RFP Financial Group LLC 440.01%0.02%0.05%Q4 2022Q3 20234
CRAMER ROSENTHAL MCGLYNN LLC 310.14%0.31%0.43%Q1 2017Q4 20224
Colonial Trust Co / SC 440.01%0.02%0.02%Q4 2022Q3 20234
Corient Private Wealth LLC 440.21%0.26%0.34%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.49%0.59%0.79%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.48%0.52%0.56%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.00%0.00%0.01%Q4 2021Q1 20234
Synergy Asset Management, LLC 440.04%0.05%0.05%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 440.00%0.02%0.04%Q4 2018Q3 20194
Better Money Decisions, LLC 310.00%0.00%0.01%Q1 2021Q2 20224
Capital Group Investment Management Pte. Ltd. 440.78%0.85%0.92%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.28%0.31%0.33%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Shay Capital LLC 210.08%0.32%0.50%Q2 2021Q1 20234
MD Financial Management Inc. 440.02%0.05%0.08%Q1 2021Q4 20214
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Bedel Financial Consulting, Inc. 440.00%0.01%0.02%Q1 2018Q4 20184
Providence Capital Advisors, LLC 440.01%0.01%0.01%Q4 2017Q3 20184
Baugh & Associates, LLC 440.14%0.15%0.16%Q4 2022Q3 20234
COMERICA SECURITIES,INC. 440.01%0.01%0.02%Q4 2022Q3 20234
Larson Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.21%0.27%0.36%Q4 2022Q3 20234
Capital International Sarl 440.10%0.11%0.12%Q2 2013Q1 20144
INSIGNEO ADVISORY SERVICES, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.16%0.48%0.65%Q4 2022Q3 20234
VIAWEALTH, LLC 440.44%0.48%0.50%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.68%0.90%1.15%Q4 2022Q3 20234
Park Place Capital Corp 440.04%0.05%0.07%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 310.00%0.05%0.09%Q2 2018Q3 20234
Carroll Investors, Inc 310.38%1.09%1.54%Q3 2022Q3 20234
Mountain Road Advisors, LLC 441.84%4.05%5.73%Q4 2019Q3 20204
Settian Capital LP 441.59%1.73%1.89%Q4 2022Q3 20234
True Wealth Design, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Capitolis Advisors LLC 310.16%0.31%0.47%Q4 2020Q4 20214
Global Strategic Investment Solutions, LLC 220.02%0.03%0.04%Q1 2021Q1 20224
PRW Wealth Management LLC 220.00%0.05%0.11%Q4 2018Q3 20234
James Reed Financial Services, Inc. 440.37%0.53%0.66%Q4 2021Q3 20224
Main Street Financial Solutions, LLC 440.06%0.06%0.07%Q4 2020Q3 20214
LBP AM SA 440.06%0.08%0.10%Q4 2022Q3 20234
CM WEALTH ADVISORS LLC 310.60%0.64%0.70%Q2 2022Q3 20234
SMITH CAPITAL MANAGEMENT INC /AR/ADV 440.16%0.16%0.17%Q1 2019Q4 20194
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.01%0.01%0.01%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 441.14%1.38%1.60%Q4 2021Q3 20224
Beaird Harris Wealth Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
3Chopt Investment Partners, LLC 440.98%1.19%1.30%Q4 2022Q3 20234
DARK FOREST CAPITAL MANAGEMENT LP 310.00%0.00%0.00%Q1 2022Q1 20234
Van Leeuwen & Company, LLC 440.79%0.89%1.01%Q3 2018Q2 20194
Congress Wealth Management LLC / DE / 440.01%0.01%0.01%Q4 2021Q3 20224
Quilter Plc 440.01%0.01%0.01%Q3 2020Q2 20214
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.20%0.22%0.24%Q1 2023Q4 20234
Highview Capital Management LLC/DE/ 440.73%0.79%0.84%Q4 2022Q3 20234
Cinctive Capital Management LP 310.06%0.21%0.42%Q4 2020Q4 20224
ShankerValleau Wealth Advisors, Inc. 440.58%0.63%0.66%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.12%0.14%0.15%Q4 2022Q3 20234
MONROE BANK & TRUST/MI 440.00%0.01%0.01%Q2 2015Q1 20164
CoreCap Advisors, LLC 310.00%0.01%0.01%Q4 2021Q4 20224
HOEY INVESTMENTS, INC 310.00%0.00%0.01%Q3 2022Q3 20234
Washington Trust Advisors, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
JAG CAPITAL MANAGEMENT, LLC 440.33%1.72%2.37%Q1 2019Q4 20194
Standard Family Office LLC 310.00%0.01%0.03%Q4 2020Q3 20224
LINCOLN NATIONAL CORP 440.01%0.01%0.01%Q4 2022Q3 20234
Richard P Slaughter Associates Inc 440.76%0.77%0.81%Q1 2021Q4 20214
NZS Capital, LLC 441.77%2.01%2.25%Q4 2022Q3 20234
TOMPKINS FINANCIAL CORP 310.04%0.06%0.08%Q4 2015Q1 20174
Berger Financial Group, Inc 440.63%0.76%0.90%Q1 2021Q4 20214
B. Metzler seel. Sohn & Co. Holding AG 440.03%0.04%0.05%Q4 2020Q3 20214
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
44 WEALTH MANAGEMENT LLC 210.08%0.40%0.77%Q4 2020Q1 20224
Berkshire Bank 440.09%0.10%0.10%Q3 2020Q2 20214
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.01%0.01%0.01%Q2 2013Q1 20144
GOFEN & GLOSSBERG LLC /IL/ 440.01%0.02%0.02%Q2 2013Q1 20144
Sterling Financial Planning, Inc. 440.00%0.02%0.03%Q4 2020Q3 20214
Humankind Investments LLC 440.09%0.13%0.18%Q4 2022Q3 20234
NFJ INVESTMENT GROUP, LLC 440.11%0.17%0.21%Q1 2021Q4 20214
Nikko Asset Management Americas, Inc. 440.06%0.09%0.12%Q1 2017Q4 20174
AXS Investments LLC 330.01%0.01%0.02%Q4 2022Q2 20233
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 330.09%0.09%0.09%Q2 2022Q4 20223
NTB Financial Corp 330.15%0.17%0.20%Q4 2021Q2 20223
Vinva Investment Management Ltd 330.09%0.10%0.11%Q1 2023Q3 20233
MQS Management LLC 210.14%0.21%0.25%Q3 2022Q2 20233
Argent Wealth Management LLC 330.06%0.07%0.08%Q4 2019Q2 20203
Essex Savings Bank 330.00%0.00%0.01%Q4 2018Q2 20193
Vectors Research Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
QVIDTVM Management LLC 331.42%9.00%16.27%Q4 2021Q2 20223
O'Dell Group, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
JSF Financial, LLC 330.15%0.16%0.16%Q4 2020Q2 20213
Nilsine Partners, LLC 330.16%0.17%0.19%Q1 2023Q3 20233
WELD CAPITAL MANAGEMENT LLC 110.26%0.52%0.91%Q4 2018Q2 20213
Community Capital Management, LLC 330.51%0.71%1.04%Q3 2019Q1 20203
Marks Group Wealth Management, Inc 330.03%0.03%0.03%Q1 2023Q3 20233
Strengthening Families & Communities, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Beacon Capital Management, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
CAAS CAPITAL MANAGEMENT LP 110.01%0.03%0.05%Q2 2023Q2 20233
MRP Capital Investments, LLC 330.18%0.30%0.49%Q4 2022Q2 20233
James Hambro & Partners 331.02%3.25%4.62%Q1 2023Q3 20233
Waterloo Capital, L.P. 330.27%0.34%0.38%Q1 2023Q3 20233
Midwest Professional Planners, LTD. 330.00%0.00%0.00%Q4 2017Q2 20183
Banco de Sabadell, S.A 210.11%0.18%0.31%Q2 2018Q3 20203
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Bridgefront Capital, LLC 110.09%0.46%1.11%Q2 2021Q2 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.01%0.04%Q4 2017Q3 20183
Aevitas Wealth Management, Inc. 330.01%0.02%0.02%Q3 2018Q1 20193
Icon Wealth Partners, LLC 110.00%0.00%0.01%Q4 2017Q1 20193
Cordatus Wealth Management LLC 331.31%2.32%3.91%Q1 2022Q3 20223
HOWARD HUGHES MEDICAL INSTITUTE 210.02%0.03%0.04%Q2 2016Q2 20173
Tevis Investment Management 330.00%0.00%0.00%Q4 2021Q2 20223
BFSG, LLC 110.13%0.17%0.19%Q4 2017Q1 20193
GLG INC. 330.06%0.07%0.08%Q2 2013Q4 20133
Donoghue Forlines LLC 110.02%0.22%0.37%Q2 2017Q3 20203
Aspen Grove Capital, LLC 330.44%0.57%0.64%Q4 2022Q2 20233
Engrave Wealth Partners LLC 330.00%0.00%0.01%Q4 2019Q2 20203
McIlrath & Eck, LLC 330.01%0.01%0.01%Q2 2020Q4 20203
Fidelis Capital Partners, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
V-Square Quantitative Management LLC 330.41%0.51%0.66%Q1 2023Q3 20233
Flaharty Asset Management, LLC 330.10%0.18%0.24%Q1 2018Q3 20183
LWM Advisory Services, LLC 330.37%0.42%0.48%Q1 2023Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
TT International Asset Management LTD 210.42%0.80%1.18%Q1 2020Q4 20203
Omnia Family Wealth, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Concert Wealth Management Inc. 330.07%0.10%0.15%Q4 2014Q2 20153
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Creative Capital Management Investments LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Meritage Group LP 210.01%4.33%6.59%Q3 2022Q3 20233
CALTON & ASSOCIATES, INC. 330.11%0.15%0.19%Q2 2018Q4 20183
EMINENCE CAPITAL, LP 210.94%1.57%1.97%Q4 2019Q3 20233
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Knights of Columbus Asset Advisors LLC 330.17%0.19%0.20%Q1 2023Q3 20233
Castle Hook Partners LP 330.67%1.47%2.75%Q4 2022Q2 20233
JACKSON SQUARE CAPITAL, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
ENDEX CAPITAL MANAGEMENT LLC 330.14%0.15%0.15%Q2 2013Q4 20133
First Capital Advisors Group, LLC. 210.01%0.08%0.14%Q1 2018Q2 20233
ST GERMAIN D J CO INC 210.00%0.00%0.00%Q4 2022Q3 20233
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.01%Q4 2021Q3 20233
One Tusk Investment Partners LP 337.86%8.77%9.97%Q1 2019Q3 20193
PDS Planning, Inc 330.04%0.04%0.04%Q1 2023Q3 20233
NatWest Group plc 330.01%0.02%0.03%Q2 2013Q4 20133
EdgePoint Investment Group Inc. 330.50%1.79%2.54%Q2 2013Q4 20133
CWA Asset Management Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Sugarloaf Wealth Management, LLC 330.55%0.59%0.65%Q1 2023Q3 20233
Manitou Investment Management Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
LEO BROKERAGE, LLC 330.04%0.05%0.06%Q1 2021Q3 20213
Genesee Capital Advisors, LLC 331.45%1.66%1.79%Q3 2019Q1 20203
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Perpetual Ltd 330.67%0.81%0.92%Q1 2023Q3 20233
D'Orazio & Associates, Inc. 210.00%0.00%0.01%Q1 2019Q3 20213
DRW Securities, LLC 110.01%0.03%0.05%Q4 2017Q2 20233
WEXFORD CAPITAL LP 110.03%0.07%0.09%Q4 2016Q1 20233
Sendero Wealth Management, LLC 330.21%0.29%0.40%Q4 2021Q2 20223
LEUTHOLD GROUP, LLC 210.04%0.15%0.36%Q1 2016Q3 20193
Revisor Wealth Management LLC 330.24%0.36%0.51%Q1 2023Q3 20233
Intersect Capital LLC 330.04%0.07%0.11%Q4 2021Q2 20223
AlphaStar Capital Management, LLC 330.10%0.13%0.15%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Gleason Group, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
HST Ventures, LLC 330.84%1.90%3.58%Q4 2022Q2 20233
OXFORD ASSET MANAGEMENT LLP 110.04%0.09%0.16%Q4 2017Q4 20183
MANCHESTER FINANCIAL INC 210.01%0.01%0.02%Q2 2019Q1 20203
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q1 2023Q3 20233
AlphaOne Investment Services, LLC 330.03%0.03%0.04%Q3 2017Q1 20183
Nelson Capital Management, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Coppell Advisory Solutions LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Lifeworks Advisors, LLC 210.14%0.15%0.18%Q3 2022Q2 20233
Willow Street Advisors LLC 330.53%0.56%0.59%Q2 2013Q4 20133
Acrospire Investment Management LLC 210.02%0.04%0.09%Q1 2016Q2 20173
Ada Investment Management, LP 330.24%0.34%0.49%Q2 2015Q4 20153
MAVERICK CAPITAL LTD 110.01%0.30%0.86%Q4 2015Q3 20233
ADVISORY RESEARCH INC 110.00%0.02%0.04%Q1 2014Q2 20233
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.01%0.02%Q2 2013Q2 20203
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
FormulaFolio Investments, LLC 210.02%0.04%0.10%Q2 2017Q2 20193
Merit Financial Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
BTC Capital Management, Inc. 330.06%0.06%0.07%Q1 2023Q3 20233
Li Winifred I 330.60%0.69%0.82%Q2 2014Q4 20143
BOK Financial Private Wealth, Inc. 210.00%0.02%0.03%Q4 2021Q1 20233
QUANTRES ASSET MANAGEMENT Ltd 110.18%0.21%0.24%Q1 2017Q4 20183
Covenant Multifamily Offices, LLC 330.26%0.49%0.70%Q1 2018Q3 20183
Iron Horse Wealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Bowling Portfolio Management LLC 330.57%0.60%0.62%Q3 2018Q1 20193
EFG Asset Management (Americas) Corp. 330.04%0.10%0.16%Q4 2013Q2 20143
Moreno Evelyn V 330.14%0.18%0.25%Q2 2022Q4 20223
Trust Investment Advisors 210.20%0.22%0.24%Q2 2022Q1 20233
GRIFFIN ASSET MANAGEMENT, INC. 210.01%0.03%0.04%Q4 2017Q2 20193
Alpine Global Management, LLC 110.01%0.06%0.11%Q4 2014Q4 20193
InterOcean Capital Group, LLC 330.01%0.01%0.01%Q2 2022Q4 20223
Tuttle Capital Management, LLC 110.12%0.17%0.22%Q3 2019Q1 20213
Grandmaster Capital Management LLC 336.32%6.83%7.68%Q3 2014Q1 20153
ACG Wealth 210.00%0.04%0.06%Q1 2014Q2 20223
Waverly Advisors, LLC 210.07%0.09%0.10%Q3 2013Q4 20153
BRIGHTON JONES LLC 110.01%0.01%0.02%Q4 2020Q1 20233
Airain ltd 110.03%0.04%0.06%Q4 2013Q2 20163
Estate Counselors, LLC 330.19%0.20%0.20%Q2 2022Q4 20223
OAKMONT Corp 332.97%4.19%4.84%Q1 2019Q3 20193
Hutchin Hill Capital, LP 210.02%0.31%0.47%Q1 2017Q4 20173
MCKINLEY CAPITAL MANAGEMENT LLC 210.00%0.34%0.53%Q2 2017Q3 20193
Ellsworth Advisors, LLC 211.19%1.30%1.38%Q2 2020Q1 20213
Spark Investment Management LLC 330.19%0.36%0.50%Q3 2013Q1 20143
Gilman Hill Asset Management, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.01%0.01%Q1 2019Q3 20233
Financial Gravity Companies, Inc. 210.00%0.02%0.05%Q4 2017Q4 20183
SAC Capital Advisors LP 330.00%0.00%0.01%Q3 2013Q1 20143
WealthStone, Inc. 330.09%0.10%0.11%Q3 2020Q1 20213
Keel Point, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 330.02%0.04%0.06%Q3 2017Q1 20183
Visionary Asset Management, Inc. 210.10%0.11%0.12%Q2 2017Q4 20183
United Asset Strategies, Inc. 330.17%0.17%0.17%Q3 2022Q1 20233
Golden State Equity Partners 210.15%0.17%0.21%Q4 2021Q1 20233
Hoxton Financial, Inc. 110.00%0.02%0.04%Q2 2013Q1 20163
American Assets Investment Management, LLC 330.10%0.21%0.29%Q2 2013Q4 20133
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 210.23%0.58%1.19%Q2 2018Q1 20233
NICHOLAS COMPANY, INC. 330.01%0.09%0.13%Q4 2014Q2 20153
Westside Investment Management, Inc. 330.01%0.01%0.01%Q1 2018Q3 20183
Marquette Asset Management, LLC 210.00%0.00%0.01%Q2 2022Q3 20233
COMERICA SECURITIES INC 330.14%0.20%0.24%Q1 2018Q3 20183
True Link Financial Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
TLP GROUP LLC 110.03%0.20%0.31%Q2 2016Q2 20183
Spectrum Management Group, LLC 330.03%0.03%0.04%Q2 2018Q4 20183
Ground Swell Capital, LLC 210.03%0.42%1.20%Q2 2014Q4 20213
Institute for Wealth Management, LLC. 210.05%0.13%0.28%Q4 2017Q2 20193
GUARDIAN WEALTH ADVISORS, LLC / NC 330.20%0.22%0.25%Q1 2023Q3 20233
Avalon Trust Co 332.00%2.29%2.48%Q1 2023Q3 20233
Freestone Capital Holdings, LLC 210.00%0.01%0.01%Q3 2020Q1 20223
VERUS CAPITAL PARTNERS, LLC 210.01%0.03%0.05%Q4 2019Q2 20223
Fiduciary Planning LLC 330.35%0.45%0.51%Q1 2023Q3 20233
BEL AIR INVESTMENT ADVISORS LLC 210.02%0.15%0.24%Q2 2013Q2 20213
Avion Wealth 330.00%0.00%0.00%Q1 2023Q3 20233
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Olympiad Research LP 330.14%0.20%0.28%Q1 2020Q3 20203
Tranquility Partners, LLC 330.30%0.37%0.47%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.00%0.05%0.08%Q2 2021Q3 20233
PSI Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
NICOLET ADVISORY SERVICES, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
CERTUITY, LLC 330.06%0.08%0.09%Q1 2021Q3 20213
TWINBEECH CAPITAL LP 210.15%0.34%0.66%Q2 2021Q2 20233
OSTRUM ASSET MANAGEMENT 330.01%0.08%0.22%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.05%0.90%2.60%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.13%0.14%0.14%Q1 2023Q3 20233
Personal Wealth Partners 210.00%0.00%0.00%Q3 2019Q2 20213
Invictus RG Pte. Ltd. 110.03%0.07%0.12%Q2 2013Q4 20142
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 220.04%0.05%0.05%Q4 2014Q1 20152
FRANKLIN STREET ADVISORS INC /NC 110.02%0.02%0.02%Q1 2022Q3 20232
PITTENGER & ANDERSON INC 220.15%0.16%0.17%Q3 2013Q4 20132
MARATHON ASSET MANAGEMENT LLP 220.66%0.95%1.24%Q1 2021Q2 20212
LVM CAPITAL MANAGEMENT LTD/MI 220.11%0.11%0.11%Q2 2022Q3 20222
Sculptor Capital LP 110.24%0.49%0.74%Q3 2017Q3 20172
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.02%0.02%Q2 2013Q3 20132
SILVER OAK SECURITIES, INCORPORATED 110.04%0.04%0.04%Q3 2022Q3 20232
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 220.24%0.56%0.87%Q2 2023Q3 20232
SPOT TRADING L.L.C. 110.01%0.01%0.01%Q3 2017Q3 20172
CSS LLC/IL 220.04%0.04%0.04%Q1 2021Q2 20212
KCM INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q4 2022Q1 20232
FIRST NEW YORK SECURITIES LLC /NY 110.01%0.04%0.07%Q3 2015Q3 20162
KENSICO CAPITAL MANAGEMENT CORP 223.17%3.48%3.79%Q2 2023Q3 20232
JUMP TRADING, LLC 110.01%0.01%0.01%Q2 2019Q4 20192
VESTOR CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
STEELHEAD PARTNERS LLC 220.04%0.04%0.05%Q2 2013Q3 20132
RBF Capital, LLC 220.14%0.14%0.14%Q2 2013Q3 20132
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2014Q4 20212
JUPITER ASSET MANAGEMENT LTD 110.02%0.04%0.07%Q3 2020Q3 20232
Destination Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
ProVise Management Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Weil Company, Inc. 220.11%0.11%0.11%Q2 2021Q3 20212
Southpoint Capital Advisors LP 221.29%2.20%3.11%Q2 2023Q3 20232
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Polar Asset Management Partners Inc. 110.00%0.01%0.01%Q4 2020Q3 20212
Stux Capital Management, LLC 220.08%0.09%0.09%Q4 2013Q1 20142
CHILTON INVESTMENT CO INC. 220.53%0.73%0.93%Q2 2023Q3 20232
Parsec Financial Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20232
SII INVESTMENTS INC/WI 220.04%0.04%0.04%Q1 2017Q2 20172
Geller Advisors LLC 220.03%0.04%0.04%Q2 2023Q3 20232
LEVIN CAPITAL STRATEGIES, L.P. 220.03%0.03%0.03%Q2 2022Q3 20222
ELM ADVISORS, LLC 110.07%0.08%0.09%Q3 2018Q4 20202
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 220.07%0.08%0.09%Q4 2021Q1 20222
1st Global Advisors, Inc. 220.12%0.12%0.12%Q1 2016Q2 20162
Tradeworx Inc. 110.17%0.38%0.58%Q2 2013Q2 20142
Man Investments Ltd 220.04%0.07%0.10%Q1 2014Q2 20142
TradeLink Global Equity LLC 110.02%0.03%0.03%Q2 2013Q2 20142
FNY Managed Accounts LLC 110.02%0.02%0.03%Q4 2014Q1 20172
Apriem Advisors 220.00%0.00%0.00%Q4 2016Q1 20172
USA MUTUALS ADVISORS, INC. 220.00%0.00%0.00%Q1 2016Q2 20162
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q2 2018Q3 20212
Taylor, Cottrill LLC 220.40%0.47%0.53%Q2 2015Q3 20152
Fosun International Ltd 110.02%0.02%0.02%Q4 2020Q1 20222
New Jersey Better Educational Savings Trust 110.51%0.55%0.58%Q1 2023Q3 20232
Winchester Group Inc. 220.33%0.38%0.43%Q2 2013Q3 20132
Rock Creek Group, LP 110.00%0.01%0.01%Q1 2023Q3 20232
HALBERT HARGROVE GLOBAL ADVISORS, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
Accuvest Global Advisors 110.14%0.15%0.16%Q2 2018Q1 20212
Timber Creek Capital Management LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Meristem Family Wealth, LLC 220.04%0.05%0.05%Q3 2021Q4 20212
BSW Wealth Partners 110.04%0.05%0.05%Q1 2023Q3 20232
AFFINITY INVESTMENT ADVISORS, LLC 220.38%0.40%0.41%Q2 2020Q3 20202
FDO Partners, LLC 110.20%0.73%1.26%Q2 2016Q4 20162
Bluefin Trading, LLC 110.07%0.09%0.11%Q2 2017Q4 20192
Crestline Management, LP 110.34%0.79%1.24%Q3 2021Q4 20222
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
British Airways Pensions Investment Management Ltd 220.17%0.42%0.67%Q2 2019Q3 20192
Family Management Corp 220.06%0.07%0.08%Q2 2023Q3 20232
Hartford Funds Management Co LLC 220.03%0.03%0.04%Q2 2023Q3 20232
KINGDON CAPITAL MANAGEMENT, L.L.C. 222.20%2.44%2.69%Q4 2022Q1 20232
Kiwi Wealth Investments Limited Partnership 110.29%0.58%0.88%Q2 2019Q3 20232
Palestra Capital Management LLC 224.00%4.46%4.92%Q2 2023Q3 20232
Headlands Technologies LLC 110.01%0.04%0.08%Q4 2022Q3 20232
Alexandria Capital, LLC 110.00%0.00%0.00%Q3 2016Q3 20172
Segment Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20232
BlueMar Capital Management, LLC 220.44%0.47%0.50%Q1 2023Q2 20232
BLUE ARROW CAPITAL MANAGEMENT LLC 220.07%0.53%1.00%Q2 2015Q3 20152
SECOR Capital Advisors, LP 110.60%0.68%0.76%Q4 2014Q2 20182
GeoWealth Management, LLC 110.08%0.11%0.13%Q4 2020Q3 20232
IRON Financial LLC 220.21%0.23%0.24%Q1 2021Q2 20212
Biltmore Wealth Management, LLC 220.47%0.51%0.55%Q3 2018Q4 20182
Joel Isaacson & Co., LLC 220.00%0.00%0.00%Q1 2014Q2 20142
HWG Holdings LP 220.31%0.69%1.06%Q2 2019Q3 20192
Lighthouse Investment Partners, LLC 220.11%0.17%0.23%Q2 2023Q3 20232
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Karp Capital Management Corp 110.02%0.03%0.05%Q1 2017Q4 20182
Ruggie Capital Group 220.02%0.02%0.02%Q1 2015Q2 20152
Nair Vinay 220.22%0.36%0.49%Q1 2015Q2 20152
Bison Wealth, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
Tech Square Trading LP 221.41%1.57%1.72%Q4 2018Q1 20192
Pensionfund Sabic 220.57%0.58%0.60%Q2 2017Q3 20172
ISTHMUS PARTNERS, LLC 110.01%0.94%1.88%Q3 2018Q1 20192
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Lavaca Capital LLC 220.01%0.01%0.01%Q4 2018Q1 20192
MISSION WEALTH MANAGEMENT, LP 110.02%0.03%0.03%Q3 2023Q3 20232
R&F Capital Advisors LP 220.10%0.26%0.42%Q4 2016Q1 20172
Well Done, LLC 110.00%0.00%0.01%Q1 2018Q4 20182
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.12%0.12%0.12%Q3 2021Q3 20212
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.08%0.08%0.08%Q2 2016Q3 20162
Independence Advisors, LLC 220.05%0.05%0.06%Q2 2020Q3 20202
Phoenix Holdings Ltd. 220.04%0.04%0.05%Q2 2023Q3 20232
L2 Asset Management, LLC 220.10%0.10%0.11%Q2 2023Q3 20232
REDW Wealth LLC 110.06%0.06%0.06%Q1 2023Q3 20232
Guidant Wealth Advisors 220.00%0.00%0.00%Q2 2018Q3 20182
Polianta Ltd 220.43%0.61%0.80%Q4 2018Q1 20192
LEVEL FOUR ADVISORY SERVICES, LLC 220.03%0.03%0.04%Q1 2018Q2 20182
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Counterpoint Mutual Funds LLC 110.01%0.13%0.26%Q2 2021Q3 20222
Noked Capital LTD 220.29%0.41%0.52%Q1 2019Q2 20192
Prana Capital Management, LP 110.49%0.89%1.28%Q4 2019Q2 20232
UBP Investment Advisors SA 220.12%0.14%0.16%Q3 2020Q4 20202
Squar Milner Financial Services LLC 110.00%0.02%0.04%Q2 2018Q4 20192
Claybrook Capital, LLC 110.01%0.05%0.10%Q4 2018Q2 20212
Virtue Capital Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
55I, LLC 220.01%0.02%0.03%Q2 2022Q3 20222
G&S Capital LLC 220.37%0.39%0.40%Q4 2022Q1 20232
VisionPoint Advisory Group, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Oak Thistle LLC 110.13%0.49%0.85%Q1 2022Q3 20222
Alpha Quant Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
No Street GP LP 221.82%2.41%3.00%Q2 2023Q3 20232
Legacy Capital Wealth Partners, LLC 110.06%0.06%0.06%Q1 2023Q3 20232
Edge Capital Group, LLC 220.01%0.02%0.02%Q3 2022Q4 20222
Human Investing LLC 220.42%0.42%0.43%Q4 2018Q1 20192
Noked Israel Ltd 220.29%0.41%0.52%Q1 2019Q2 20192
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q1 2023Q2 20232
Y-Intercept (Hong Kong) Ltd 110.09%0.28%0.48%Q4 2021Q3 20222
WADDELL & ASSOCIATES, LLC 220.04%0.05%0.05%Q2 2023Q3 20232
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
Gyon Technologies Capital Management, LP 110.19%0.48%0.78%Q1 2021Q4 20222
Gunderson Capital Management Inc. 224.73%8.43%12.12%Q4 2022Q1 20232
Wealth Alliance 110.03%0.04%0.04%Q4 2021Q1 20232
Kathmere Capital Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
CORBETT ROAD CAPITAL MANAGEMENT, LLC 220.44%0.81%1.18%Q1 2022Q2 20222
Pacifica Partners Inc. 220.01%0.01%0.01%Q2 2020Q3 20202
One Charles Private Wealth Services, LLC 220.23%0.28%0.33%Q2 2020Q3 20202
Meadow Creek Wealth Advisors LLC 220.26%0.27%0.29%Q2 2022Q3 20222
Perennial Investment Advisors, LLC 220.08%0.09%0.09%Q4 2020Q1 20212
Great Lakes Retirement, Inc. 220.30%0.31%0.32%Q4 2019Q1 20202
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q2 20222
Westshore Wealth, LLC 220.12%0.14%0.16%Q1 2023Q2 20232
Spotlight Asset Group, Inc. 220.04%0.07%0.09%Q2 2023Q3 20232
Sycale Advisors (NY) LLC 114.39%5.86%7.34%Q4 2019Q2 20202
Bellwether Advisors, LLC 220.00%0.13%0.25%Q2 2022Q3 20222
BNC WEALTH MANAGEMENT, LLC 110.00%0.12%0.24%Q3 2020Q1 20232
ENGINE NO. 1 LLC 220.07%0.08%0.08%Q3 2021Q4 20212
Golden Green, Inc. 220.50%0.51%0.52%Q3 2022Q4 20222
Legal Advantage Investments, Inc. 110.15%0.15%0.16%Q1 2023Q3 20232
MRA Advisory Group 110.15%0.15%0.15%Q1 2023Q3 20232
TKG Advisors, LLC 220.50%0.50%0.51%Q4 2022Q1 20232
Latitude Advisors, LLC 220.08%0.09%0.10%Q3 2021Q4 20212
Alta Wealth Advisors LLC 220.59%0.61%0.63%Q3 2022Q4 20222
Cassia Capital Partners, LLC 220.30%0.31%0.32%Q4 2022Q1 20232
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q3 2023Q3 20232
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.10%0.34%0.59%Q4 2020Q3 20222
Hennion & Walsh Asset Management, Inc. 220.04%0.04%0.04%Q1 2021Q2 20212
QUANTITATIVE VALUE TECHNOLOGIES, LLC 220.58%0.70%0.82%Q1 2021Q2 20212
C2C Wealth Management, LLC 110.03%0.03%0.04%Q1 2023Q3 20232
Level Financial Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
Exos TFP Holdings LLC 220.00%0.01%0.01%Q4 2022Q1 20232
JB Capital LLC 220.07%0.08%0.08%Q3 2021Q4 20212
Financial Planners of Cleveland, Inc. 220.16%0.16%0.16%Q4 2021Q1 20222
READYSTATE ASSET MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20232
Missouri Trust & Investment Co 220.00%0.00%0.00%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.00%0.00%0.01%Q4 2021Q1 20222
AXXCESS WEALTH MANAGEMENT, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Hightower 6M Holding, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
AXQ CAPITAL, LP 110.39%0.47%0.56%Q4 2022Q3 20232
FSC Wealth Advisors, LLC 220.04%0.05%0.05%Q2 2022Q3 20222
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
XY Capital Ltd 110.48%0.52%0.56%Q3 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
DecisionPoint Financial, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Triasima Portfolio Management inc. 220.02%0.02%0.03%Q1 2023Q2 20232
Fiduciary Alliance LLC 110.00%0.00%0.01%Q4 2022Q2 20232
Fortis Capital Advisors, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Kapstone Financial Advisors LLC 110.18%0.18%0.18%Q1 2023Q3 20232
Milestone Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q3 20232
iA Global Asset Management Inc. 220.23%0.32%0.40%Q2 2023Q3 20232
Tilt Investment Management Holdings, PBC 220.27%0.29%0.31%Q2 2023Q3 20232
National Wealth Management Group, LLC 110.36%0.45%0.53%Q3 2022Q3 20232
ORG Partners LLC 220.00%0.02%0.04%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
INVESCO, LLC 220.20%0.22%0.24%Q2 2023Q3 20232
PFS Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
REGENTS OF THE UNIVERSITY OF CALIFORNIA 221.04%1.29%1.54%Q2 2013Q3 20132
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
ATALANTA SOSNOFF CAPITAL, LLC 220.73%1.04%1.36%Q2 2019Q3 20192
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
ALTFEST L J & CO INC 110.04%0.07%0.09%Q2 2022Q3 20232
ARGUS INVESTORS' COUNSEL, INC. 220.18%0.18%0.18%Q3 2019Q4 20192
BAIRD ROBERT W & CO INC /WI/ 220.02%0.02%0.02%Q4 2014Q1 20152
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
BBVA USA 220.16%0.17%0.18%Q2 2021Q3 20212
ROCKLAND TRUST CO 220.01%0.01%0.01%Q4 2022Q1 20232
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q3 2017Q4 20172
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q2 2023Q2 20231
Operose Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
OFI INVEST ASSET MANAGEMENT 110.01%0.01%0.01%Q1 2023Q1 20231
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q4 2013Q4 20131
EDENTREE ASSET MANAGEMENT Ltd 110.09%0.09%0.09%Q2 2023Q2 20231
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2020Q4 20201
Coatue Management 110.00%0.00%0.00%Q4 2019Q4 20191
KINGSWOOD WEALTH ADVISORS, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
KPP Advisory Services LLC 110.12%0.12%0.12%Q3 2023Q3 20231
NORTHPOINTE CAPITAL LLC 110.35%0.35%0.35%Q2 2017Q2 20171
RAM Investment Partners, LLC 110.12%0.12%0.12%Q4 2023Q4 20231
WADE G W & INC 110.01%0.01%0.01%Q4 2021Q4 20211
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.05%0.05%0.05%Q3 2023Q3 20231
Halpern Financial, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Arlington Trust Co LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.92%0.92%0.92%Q3 2023Q3 20231
SYON CAPITAL LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Kolinsky Wealth Management, LLC 110.22%0.22%0.22%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
United Community Bank 110.14%0.14%0.14%Q3 2023Q3 20231
NEOS Investment Management LLC 110.11%0.11%0.11%Q3 2023Q3 20231
AMUSSEN HUNSAKER ASSOCIATES LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Carmel Capital Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Five Oceans Advisors 110.13%0.13%0.13%Q1 2023Q1 20231
DOW CHEMICAL CO /DE/ 110.09%0.09%0.09%Q3 2015Q3 20151
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q1 2021Q1 20211
Capital Group Private Client Services, Inc. 110.35%0.35%0.35%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.14%0.14%0.14%Q3 2023Q3 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
InTrack Investment Management Inc 110.33%0.33%0.33%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
AAFMAA Wealth Management & Trust LLC 111.80%1.80%1.80%Q2 2021Q2 20211
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 110.06%0.06%0.06%Q4 2017Q4 20171
FIDELITY D & D BANCORP INC 110.28%0.28%0.28%Q3 2023Q3 20231
PGIM Custom Harvest LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Center For Asset Management LLC 110.21%0.21%0.21%Q2 2021Q2 20211
Clarus Group, Inc. 110.16%0.16%0.16%Q3 2023Q3 20231
Vantage Consulting Group Inc 110.01%0.01%0.01%Q4 2020Q4 20201
Campion Asset Management 110.16%0.16%0.16%Q1 2021Q1 20211
Altus Wealth Group LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Diversified, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Octavia Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Astrantus Ltd 110.75%0.75%0.75%Q1 2022Q1 20221
Ten Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Founders Financial Alliance, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Rise Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Source Financial Advisors LLC 110.15%0.15%0.15%Q4 2020Q4 20201
Cordant, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
Amalgamated Financial Corp. 110.15%0.15%0.15%Q1 2022Q1 20221
INCEPTIONR LLC 110.41%0.41%0.41%Q4 2022Q4 20221
Advisor Resource Council 110.25%0.25%0.25%Q1 2023Q1 20231
MARINER INVESTMENT GROUP LLC 110.00%0.00%0.00%Q3 2013Q3 20131
140 Summer Partners LP 1111.92%11.92%11.92%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
TrueWealth Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
THREADGILL FINANCIAL, LLC 111.42%1.42%1.42%Q3 2021Q3 20211
Sentinus, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Souders Financial Advisors 110.08%0.08%0.08%Q3 2023Q3 20231
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Seven Springs Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TRUST CO OF OKLAHOMA 110.10%0.10%0.10%Q3 2023Q3 20231
Asio Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Aryeh Capital Management Ltd. 1110.13%10.13%10.13%Q1 2021Q1 20211
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q1 2017Q1 20171
EPG Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NWK Group, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.07%0.07%0.07%Q3 2022Q3 20221
CYPRESS FUNDS LLC 113.76%3.76%3.76%Q3 2019Q3 20191
Connacht Asset Management LP 110.10%0.10%0.10%Q2 2022Q2 20221
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Symphony Financial, Ltd. Co. 110.50%0.50%0.50%Q1 2020Q1 20201
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Mercator Fund (Cayman Master) LP 117.34%7.34%7.34%Q4 2019Q4 20191
Capital Square, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q4 2020Q4 20201
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
Stonehage Fleming Financial Services Holdings Ltd 110.05%0.05%0.05%Q3 2023Q3 20231
COMMUNITY BANK SYSTEM, INC. 110.01%0.01%0.01%Q2 2013Q2 20131
Beacon Harbor Wealth Advisors, Inc. 111.38%1.38%1.38%Q2 2020Q2 20201
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 110.00%0.00%0.00%Q3 2017Q3 20171
Leap Investments LP 111.22%1.22%1.22%Q2 2019Q2 20191
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Golden State Wealth Management, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
BLUE SQUARE ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Bain Capital Public Equity Management II, LLC 111.02%1.02%1.02%Q2 2023Q2 20231
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Brendel Financial Advisors LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
ALTERNA WEALTH MANAGEMENT, INC 110.04%0.04%0.04%Q4 2018Q4 20181
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Summit Financial, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
TimeScale Financial, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
BRANDYWINE OAK PRIVATE WEALTH LLC 110.02%0.02%0.02%Q4 2018Q4 20181
WealthOne, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Alera Investment Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
U S GLOBAL INVESTORS INC 110.11%0.11%0.11%Q3 2015Q3 20151
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Next Capital Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
HHM Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Aquire Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Pathway Financial Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Howard Capital Management Inc. 111.22%1.22%1.22%Q1 2018Q1 20181
MANA Advisors LLC 111.12%1.12%1.12%Q2 2018Q2 20181
Game Creek Capital, LP 110.08%0.08%0.08%Q4 2017Q4 20171
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Solstein Capital, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
MainStreet Investment Advisors LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Tibra Equities Europe Ltd 110.23%0.23%0.23%Q4 2018Q4 20181
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GQ Asset Management, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Spearhead Capital Advisors, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Redwood Investment Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Parplus Partners 110.05%0.05%0.05%Q4 2019Q4 20191
Bogart Wealth, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Haafor (Singapore) Pte. Ltd. 110.93%0.93%0.93%Q2 2020Q2 20201
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Providence First Trust Co 110.57%0.57%0.57%Q4 2022Q4 20221
Vest Financial, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
DRW SECURITIES, L.L.C. 110.02%0.02%0.02%Q3 2022Q3 20221
Point72 Europe (London) LLP 116.78%6.78%6.78%Q1 2020Q1 20201
Farmers & Merchants Trust Co of Chambersburg PA 110.01%0.01%0.01%Q4 2021Q4 20211
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Premia Global Advisors, LLC 110.27%0.27%0.27%Q1 2019Q1 20191
Ostrum Asset Management U.S., LLC 110.18%0.18%0.18%Q4 2018Q4 20181
PARTNERS CAPITAL INVESTMENT GROUP, LLP 110.01%0.01%0.01%Q3 2023Q3 20231
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
First Command Bank 110.00%0.00%0.00%Q4 2018Q4 20181
Norway Savings Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Sante Capital Fund, LP 110.28%0.28%0.28%Q1 2022Q1 20221
Bellwether Investment Group, LLC 110.93%0.93%0.93%Q4 2017Q4 20171
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Vivaldi Capital Management LP 110.08%0.08%0.08%Q2 2023Q2 20231
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Cable Hill Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
O'Shares Investment Advisers, LLC 111.17%1.17%1.17%Q2 2020Q2 20201
Bristlecone Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Inspire Investing, LLC 110.99%0.99%0.99%Q3 2023Q3 20231
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
ROVIN CAPITAL /UT/ /ADV 110.10%0.10%0.10%Q1 2023Q1 20231
D L CARLSON INVESTMENT GROUP INC 110.94%0.94%0.94%Q2 2023Q2 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Blue Rock Advisors, LLC 114.23%4.23%4.23%Q3 2016Q3 20161
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Coastal Bridge Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Alpha Omega Wealth Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Sender Co & Partners, Inc. 110.28%0.28%0.28%Q4 2022Q4 20221
Deane Retirement Strategies, Inc. 111.22%1.22%1.22%Q3 2020Q3 20201
First Affirmative Financial Network 110.24%0.24%0.24%Q4 2023Q4 20231
First PREMIER Bank 110.00%0.00%0.00%Q3 2018Q3 20181
BRASADA CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q3 2018Q3 20181
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2019Q4 20191
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
US FINANCIAL ADVISORS, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
Integrated Wealth Management 110.00%0.00%0.00%Q1 2015Q1 20151
Farmer Steven Patrick 112.45%2.45%2.45%Q2 2022Q2 20221
Analyst IMS Investment Management Services Ltd. 110.01%0.01%0.01%Q3 2018Q3 20181
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
Lebenthal Asset Management, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Nishkama Capital, LLC 111.52%1.52%1.52%Q1 2020Q1 20201
AllSquare Wealth Management LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Price Capital Management, Inc. 111.02%1.02%1.02%Q3 2015Q3 20151
FORT, L.P. 110.00%0.00%0.00%Q2 2019Q2 20191
Maven Securities LTD 110.02%0.02%0.02%Q2 2022Q2 20221
Seven Bridges Advisors LLC 110.09%0.09%0.09%Q2 2017Q2 20171
Trust Co 110.00%0.00%0.00%Q3 2016Q3 20161
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Monashee Investment Management LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Compass Ion Advisors, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
ACCIDENT COMPENSATION CORP 110.35%0.35%0.35%Q2 2020Q2 20201
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
TURNER INVESTMENTS LLC 111.10%1.10%1.10%Q2 2017Q2 20171
Jackson Square Partners, LLC 111.18%1.18%1.18%Q2 2014Q2 20141
St. Johns Investment Management Company, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Stanley-Laman Group, Ltd. 110.04%0.04%0.04%Q2 2022Q2 20221
Northeast Financial Consultants Inc 110.01%0.01%0.01%Q1 2022Q1 20221
Field & Main Bank 110.01%0.01%0.01%Q1 2019Q1 20191
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Surevest, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
LUCUS ADVISORS LLC 110.26%0.26%0.26%Q3 2015Q3 20151
EA Series Trust 110.11%0.11%0.11%Q2 2023Q2 20231
Thor Advisors, LLC 110.81%0.81%0.81%Q1 2019Q1 20191
MYDA Advisors LLC 110.55%0.55%0.55%Q1 2020Q1 20201
Blume Capital Management, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
Whitnell & Co. 110.00%0.00%0.00%Q1 2018Q1 20181
Corbenic Partners LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FNY Partners Fund LP 110.11%0.11%0.11%Q1 2017Q1 20171
Capula Management Ltd 110.00%0.00%0.00%Q1 2023Q1 20231
SOUTHPORT MANAGEMENT, L.L.C. 110.93%0.93%0.93%Q3 2015Q3 20151
ALETHEA CAPITAL MANAGEMENT, LLC 112.25%2.25%2.25%Q4 2015Q4 20151
DAVIS R M INC 110.01%0.01%0.01%Q1 2023Q1 20231
Catalyst Capital Advisors LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Delta Lloyd Asset Management N.V. 110.07%0.07%0.07%Q2 2017Q2 20171
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Aviance Capital Partners, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
Glaxis Capital Management, LLC 111.00%1.00%1.00%Q2 2023Q2 20231
NEXT Financial Holdings 110.15%0.15%0.15%Q1 2019Q1 20191
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
Triangle Securities Wealth Management 110.02%0.02%0.02%Q2 2013Q2 20131
Community Financial Services Group, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Telemetry Investments, L.L.C. 110.14%0.14%0.14%Q4 2014Q4 20141
Krane Funds Advisors LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Ceros Financial Services Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
J.Safra Asset Management Corp 110.02%0.02%0.02%Q1 2022Q1 20221
Genus Capital Management Inc. 110.38%0.38%0.38%Q2 2023Q2 20231
XR Securities LLC 110.09%0.09%0.09%Q2 2021Q2 20211
ARGI Investment Services, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
LMR Master Fund Ltd 110.10%0.10%0.10%Q2 2013Q2 20131
BHF Kleinwort Benson Group S.A. 110.01%0.01%0.01%Q3 2014Q3 20141
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Hanlon Investment Management, Inc. 110.14%0.14%0.14%Q3 2020Q3 20201
AT Bancorp 110.01%0.01%0.01%Q2 2017Q2 20171
Lombard Odier Asset Management (USA) Corp 110.02%0.02%0.02%Q2 2023Q2 20231
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Onex Canada Asset Management Inc. 110.22%0.22%0.22%Q3 2015Q3 20151
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
WESPAC Advisors, LLC 110.46%0.46%0.46%Q2 2018Q2 20181
State of New Jersey Common Pension Fund A 110.03%0.03%0.03%Q1 2014Q1 20141
CORRADO ADVISORS, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
NEXPOINT ASSET MANAGEMENT, L.P. 110.21%0.21%0.21%Q1 2020Q1 20201
B. Riley Financial, Inc. 110.12%0.12%0.12%Q1 2019Q1 20191
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SPRING CREEK CAPITAL LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Indices-Pac Research Corp. 110.19%0.19%0.19%Q2 2013Q2 20131
GALAXY CAPITAL TRADING LTD 110.10%0.10%0.10%Q4 2013Q4 20131
PFM Health Sciences, LP 110.99%0.99%0.99%Q2 2019Q2 20191
Partner Investment Management, L.P. 111.75%1.75%1.75%Q2 2019Q2 20191
Jabre Capital Partners S.A. 110.81%0.81%0.81%Q4 2016Q4 20161
Irish Life Investment Managers Ltd. 110.08%0.08%0.08%Q2 2013Q2 20131
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DECADE CAPITAL MANAGEMENT LLC 110.92%0.92%0.92%Q2 2014Q2 20141
Perella Weinberg Partners Capital Management LP 110.07%0.07%0.07%Q2 2019Q2 20191
Schonfeld Group Holdings LLC 110.11%0.11%0.11%Q4 2013Q4 20131
VNBTrust, National Association 110.12%0.12%0.12%Q2 2013Q2 20131
Manifold Partners, LLC 112.01%2.01%2.01%Q3 2014Q3 20141
Cheyne Capital Management (UK) LLP 110.50%0.50%0.50%Q2 2015Q2 20151
KOCH INDUSTRIES INC 110.04%0.04%0.04%Q4 2017Q4 20171
Crow Point Partners, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2010Q2 20101
ALLSTATE INVESTMENT MANAGEMENT CO 110.13%0.13%0.13%Q4 2022Q4 20221
SOLARIS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2016Q3 20161
BlueCrest Capital Management LLP 110.05%0.05%0.05%Q2 2014Q2 20141
GOODNOW INVESTMENT GROUP, LLC 110.15%0.15%0.15%Q3 2015Q3 20151
Bangor Savings Bank 110.00%0.00%0.00%Q1 2023Q1 20231
BBR PARTNERS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Echo Street Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Advisors Capital Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
GRANDFIELD & DODD, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
Skylands Capital, LLC 110.09%0.09%0.09%Q2 2017Q2 20171
GLG Partners LP 110.03%0.03%0.03%Q4 2017Q4 20171
LINDEN ADVISORS LP 110.62%0.62%0.62%Q1 2018Q1 20181
PERRITT CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
BRANT POINT INVESTMENT MANAGEMENT LLC 110.43%0.43%0.43%Q1 2020Q1 20201
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 110.97%0.97%0.97%Q3 2023Q3 20231
Leonard Green & Partners, L.P. 110.85%0.85%0.85%Q1 2020Q1 20201
Bain Capital Public Equity, LP 112.48%2.48%2.48%Q2 2023Q2 20231
Cape Investment Advisory, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
FSM Wealth Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Northwest Bank & Trust Co 110.02%0.02%0.02%Q2 2023Q2 20231
Utah Peaks Capital Inc 110.80%0.80%0.80%Q4 2022Q4 20221
Mendota Financial Group, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.13%0.13%0.13%Q3 2023Q3 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Quarry LP 110.01%0.01%0.01%Q3 2023Q3 20231
Herr Investment Group LLC 110.17%0.17%0.17%Q3 2023Q3 20231
CARDEROCK CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2023Q1 20231
SHERBROOKE PARK ADVISERS LLC 110.20%0.20%0.20%Q2 2023Q2 20231
iSAM Funds (UK) Ltd 110.17%0.17%0.17%Q3 2023Q3 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
West Tower Group, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Kula Investments, LLC 110.27%0.27%0.27%Q4 2022Q4 20221
PURSUE WEALTH PARTNERS LLC 110.02%0.02%0.02%Q1 2022Q1 20221
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HIGHLINE CAPITAL MANAGEMENT, L.P. 115.47%5.47%5.47%Q3 2019Q3 20191
CTC Capital Management, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
SCOUT INVESTMENTS, INC. 110.40%0.40%0.40%Q4 2017Q4 20171
Confluence Wealth Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
External links

This page lists all the filers that currently own PROGRESSIVE CORP OHIO or have owned PROGRESSIVE CORP OHIO in the past.