RAYTHEON TECHNOLOGIES CORP shareholder history

Current and past RAYTHEON TECHNOLOGIES CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14140.00%0.03%0.07%Q2 2020Q3 202342
Citadel Advisors 14140.00%0.02%0.06%Q2 2020Q3 202342
CAPSTONE INVESTMENT ADVISORS, LLC 14140.00%0.08%0.25%Q2 2020Q3 202340
BANK OF AMERICA CORP /DE/ 14140.00%0.08%0.26%Q2 2020Q3 202339
MILLENNIUM MANAGEMENT LLC 14140.00%0.06%0.17%Q2 2020Q3 202339
GOLDMAN SACHS GROUP INC 14140.00%0.04%0.12%Q2 2020Q3 202338
Cutler Group LLC / CA 14140.00%0.01%0.13%Q2 2020Q3 202337
UBS Group AG 14140.00%0.13%0.42%Q2 2020Q3 202337
D. E. Shaw & Co., Inc. 14140.00%0.04%0.24%Q2 2020Q3 202337
CITIGROUP INC 14140.00%0.08%0.21%Q2 2020Q3 202336
Parallax Volatility Advisers, L.P. 14140.00%0.06%0.15%Q2 2020Q3 202335
NOMURA HOLDINGS INC 14140.00%0.02%0.07%Q2 2020Q3 202335
PEAK6 Investments LLC 14140.00%0.03%0.15%Q2 2020Q3 202334
Anchor Investment Management, LLC 32320.14%0.38%0.75%Q1 2016Q4 202332
TWO SIGMA SECURITIES, LLC 14140.01%0.06%0.21%Q2 2020Q3 202332
WOLVERINE TRADING, LLC 410.00%0.02%0.06%Q2 2020Q3 202331
HAP Trading, LLC 14140.00%0.02%0.19%Q2 2020Q3 202331
Sutton Wealth Advisors Inc. 31310.08%0.16%0.24%Q1 2016Q3 202331
Walleye Trading LLC 14140.00%0.04%0.09%Q2 2020Q3 202331
JANE STREET GROUP, LLC 14140.00%0.01%0.03%Q2 2020Q3 202330
Capula Management Ltd 12120.01%0.13%0.38%Q4 2020Q3 202330
WEST PACES ADVISORS INC. 28280.04%0.07%0.18%Q4 2016Q3 202328
CREDIT SUISSE AG/ 14140.00%0.07%0.20%Q2 2020Q3 202328
CenterStar Asset Management, LLC 910.00%0.16%1.41%Q2 2020Q2 202327
CAPITAL FUND MANAGEMENT S.A. 850.01%0.09%0.47%Q2 2020Q3 202326
HSBC HOLDINGS PLC 14140.00%0.07%0.22%Q2 2020Q3 202326
TUDOR INVESTMENT CORP ET AL 610.01%0.18%2.18%Q1 2020Q3 202325
M&T BANK CORP 14140.00%0.21%0.46%Q2 2020Q3 202325
Point72 Asset Management, L.P. 850.00%0.19%0.67%Q2 2020Q3 202325
Laurion Capital Management LP 810.00%0.15%0.58%Q2 2020Q2 202324
TWO SIGMA INVESTMENTS, LP 730.00%0.07%0.45%Q2 2020Q3 202324
Carmichael Hill & Associates, Inc. 14140.01%0.23%0.44%Q2 2020Q3 202324
RAYMOND JAMES & ASSOCIATES 14140.00%0.17%0.38%Q2 2020Q3 202324
Cubist Systematic Strategies, LLC 14140.00%0.07%0.27%Q2 2020Q3 202323
WELLS FARGO & COMPANY/MN 14140.00%0.19%0.43%Q2 2020Q3 202323
Wells Trecaso Financial Group, LLC 14140.00%1.48%2.96%Q2 2020Q3 202322
CAAS CAPITAL MANAGEMENT LP 11110.01%0.07%0.19%Q1 2021Q3 202322
Squarepoint Ops LLC 660.00%0.02%0.14%Q3 2020Q3 202322
WOLVERINE ASSET MANAGEMENT LLC 13130.00%0.05%0.16%Q3 2020Q3 202322
Twin Tree Management, LP 910.00%0.10%0.55%Q2 2020Q3 202322
MARSHALL WACE, LLP 820.00%0.05%0.53%Q1 2020Q3 202321
Verition Fund Management LLC 13130.00%0.03%0.13%Q3 2020Q3 202320
AMG National Trust Bank 14140.00%0.22%0.39%Q2 2020Q3 202320
Moors & Cabot, Inc. 14140.00%0.49%0.80%Q2 2020Q3 202319
Point72 Hong Kong Ltd 880.01%0.10%0.31%Q4 2020Q3 202219
UNITED CAPITAL FINANCIAL ADVISORS, LLC 14140.00%0.26%0.38%Q2 2020Q3 202318
CLEAR STREET MARKETS LLC 12120.01%0.05%0.10%Q3 2020Q2 202318
BALYASNY ASSET MANAGEMENT L.P. 520.01%0.22%0.74%Q2 2020Q2 202318
CWM, LLC 1080.02%0.03%0.06%Q1 2019Q3 202318
BlackRock Inc. 14140.00%0.20%0.32%Q2 2020Q3 202318
ROYAL BANK OF CANADA 14140.00%0.10%0.19%Q2 2020Q3 202318
SCOPUS ASSET MANAGEMENT, L.P. 910.06%0.25%0.77%Q2 2020Q4 202218
Schonfeld Strategic Advisors LLC 1120.00%0.09%0.29%Q2 2020Q3 202317
BOOTHBAY FUND MANAGEMENT, LLC 740.01%0.04%0.21%Q2 2020Q3 202317
Canal Insurance CO 14140.02%2.73%4.94%Q2 2020Q3 202317
Creative Planning 14140.00%0.03%0.06%Q2 2020Q3 202317
Dynamic Advisor Solutions LLC 14140.00%0.16%0.30%Q2 2020Q3 202317
BARCLAYS PLC 770.00%0.05%0.15%Q1 2022Q3 202317
Raymond James Financial Services Advisors, Inc. 14140.00%0.12%0.19%Q2 2020Q3 202317
Avestar Capital, LLC 14140.10%0.22%0.40%Q2 2020Q3 202317
Royal Fund Management, LLC 14140.04%0.88%1.68%Q2 2020Q3 202317
US BANCORP \DE\ 14140.00%0.16%0.23%Q2 2020Q3 202316
Calamos Advisors LLC 14140.03%0.36%0.51%Q2 2020Q3 202316
ROWLANDMILLER & PARTNERS.ADV 16160.03%0.04%0.05%Q1 2020Q4 202316
FRANKLIN RESOURCES INC 14140.01%0.57%0.87%Q2 2020Q3 202316
Valeo Financial Advisors, LLC 15150.00%0.29%0.43%Q1 2020Q3 202316
BANK OF MONTREAL /CAN/ 1120.00%0.09%0.19%Q2 2020Q3 202316
Curbstone Financial Management Corp 16160.41%0.56%0.69%Q1 2020Q4 202316
MAI Capital Management 14140.02%0.45%0.67%Q2 2020Q3 202316
PATHSTONE FAMILY OFFICE, LLC 14140.00%0.03%0.08%Q2 2020Q3 202316
Parallel Advisors, LLC 15150.08%0.10%0.14%Q1 2020Q3 202315
Harbour Capital Advisors, LLC 15150.51%0.84%1.15%Q2 2020Q4 202315
FULTON BANK, N.A. 15150.04%0.10%0.15%Q2 2020Q4 202315
Cetera Investment Advisers 14140.00%0.12%0.17%Q2 2020Q3 202315
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 15150.24%0.30%0.39%Q1 2020Q3 202315
Aptus Capital Advisors, LLC 14140.04%0.16%1.52%Q2 2020Q3 202315
Disciplined Investments, LLC 15150.01%0.03%0.06%Q4 2019Q2 202315
NISA INVESTMENT ADVISORS, LLC 15150.22%0.28%0.38%Q1 2020Q3 202315
Pointe Capital Management LLC 15150.84%1.12%1.41%Q1 2020Q3 202315
StrongBox Wealth, LLC 15150.63%1.25%2.12%Q2 2020Q4 202315
APPLETON PARTNERS INC/MA 15150.04%0.64%1.04%Q2 2020Q4 202315
AllSquare Wealth Management LLC 15150.11%0.17%0.22%Q1 2020Q3 202315
Procyon Advisors, LLC 15150.08%0.14%0.28%Q1 2020Q3 202315
PANAGORA ASSET MANAGEMENT INC 15150.01%0.10%0.38%Q1 2020Q3 202315
Pacer Advisors, Inc. 15150.00%0.07%0.15%Q1 2020Q3 202315
Atlas Private Wealth Management, LLC 15150.19%0.31%0.51%Q1 2020Q3 202315
Pacifica Partners Inc. 15150.95%1.14%1.50%Q2 2020Q4 202315
THOMPSON SIEGEL & WALMSLEY LLC 15150.01%0.13%0.21%Q1 2020Q3 202315
BEESE FULMER INVESTMENT MANAGEMENT, INC. 15150.16%0.77%1.17%Q1 2020Q3 202315
SCHNIEDERS CAPITAL MANAGEMENT LLC 15150.31%0.55%0.85%Q1 2020Q3 202315
WOODSTOCK CORP 15151.30%1.59%1.90%Q2 2020Q4 202315
M&R CAPITAL MANAGEMENT INC 15150.04%0.06%0.07%Q2 2020Q4 202315
BEACH INVESTMENT COUNSEL INC/PA 15150.02%0.46%0.91%Q2 2020Q4 202315
Stonebridge Capital Advisors LLC 15150.04%0.34%0.48%Q1 2020Q3 202315
Somerset Trust Co 15150.97%1.25%1.53%Q2 2020Q4 202315
Capital International Sarl 15150.08%0.32%0.66%Q1 2020Q3 202315
SHUFRO ROSE & CO LLC 14140.01%0.07%0.37%Q2 2020Q3 202315
Graypoint LLC 15150.10%0.29%0.82%Q1 2020Q3 202315
Lowe Wealth Advisors, LLC 15150.01%0.01%0.04%Q2 2020Q4 202315
Williams Jones Wealth Management, LLC. 15150.07%0.17%0.39%Q1 2020Q3 202315
Arden Trust Co 15150.21%0.87%1.36%Q2 2020Q4 202315
Weaver Consulting Group 15150.11%0.17%0.22%Q1 2020Q3 202315
Advisory Services Network, LLC 15150.14%0.22%0.31%Q1 2020Q3 202315
BALDWIN BROTHERS LLC/MA 15150.02%0.04%0.06%Q2 2020Q4 202315
Strategic Blueprint, LLC 14140.01%0.19%0.53%Q2 2020Q3 202315
Pure Financial Advisors, LLC 15150.03%0.04%0.06%Q2 2020Q4 202315
Fernwood Investment Management, LLC 15150.11%0.19%0.26%Q1 2020Q3 202315
Princeton Global Asset Management LLC 15150.49%0.64%0.83%Q1 2020Q3 202315
Capital International Investors 15150.45%0.84%1.42%Q1 2020Q3 202315
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 15150.23%0.30%0.38%Q1 2020Q3 202315
Capital International, Inc./CA/ 15150.01%0.20%0.56%Q1 2020Q3 202315
Lindbrook Capital, LLC 15150.07%0.15%0.27%Q1 2020Q3 202315
Column Capital Advisors, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
Bartlett & Co. LLC 15150.26%0.38%1.21%Q2 2020Q4 202315
9258 Wealth Management, LLC 15150.16%0.27%0.38%Q1 2020Q3 202315
Cresset Asset Management, LLC 1030.00%0.17%0.64%Q2 2020Q3 202315
Baystate Wealth Management LLC 15150.02%0.05%0.08%Q1 2020Q3 202315
South Dakota Investment Council 15150.12%0.30%0.38%Q1 2020Q3 202315
EXCALIBUR MANAGEMENT CORP 15150.59%0.80%1.09%Q1 2020Q3 202315
Pinkerton Retirement Specialists, LLC 15150.92%1.18%1.84%Q1 2020Q3 202315
D.A. DAVIDSON & CO. 14140.00%0.54%0.74%Q2 2020Q3 202315
Principle Wealth Partners LLC 15150.57%1.13%1.49%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 15150.08%0.21%0.57%Q1 2020Q3 202315
PARK NATIONAL CORP /OH/ 15150.02%0.03%0.04%Q2 2020Q4 202315
Diversified Trust Co 15150.04%0.08%0.16%Q2 2020Q4 202315
CX Institutional 15150.02%0.08%0.37%Q1 2020Q3 202315
GIRARD PARTNERS LTD. 15150.04%0.09%0.22%Q1 2020Q3 202315
HARBOR INVESTMENT ADVISORY, LLC 15150.11%0.27%0.39%Q1 2020Q3 202315
Versant Capital Management, Inc 15150.01%0.03%0.09%Q2 2020Q4 202315
CHEMUNG CANAL TRUST CO 15150.19%0.68%1.50%Q2 2020Q4 202315
EXCHANGE TRADED CONCEPTS, LLC 15150.00%0.04%0.59%Q2 2020Q4 202315
Ensign Peak Advisors, Inc 15150.03%0.10%0.18%Q1 2020Q3 202315
CACTI ASSET MANAGEMENT LLC 15151.90%2.23%2.80%Q2 2020Q4 202315
Prime Capital Investment Advisors, LLC 15150.01%0.26%0.91%Q1 2020Q3 202315
NEVILLE RODIE & SHAW INC 15150.47%0.60%0.78%Q2 2020Q4 202315
Vigilare Wealth Management 15150.31%0.79%1.61%Q2 2020Q4 202315
Crestwood Advisors Group, LLC 15150.05%0.14%0.38%Q1 2020Q3 202315
Plante Moran Financial Advisors, LLC 15150.02%0.09%0.25%Q1 2020Q3 202315
MainStreet Investment Advisors LLC 15150.03%0.04%0.06%Q1 2020Q3 202315
First National Bank of Mount Dora, Trust Investment Services 15150.15%0.72%1.56%Q2 2020Q4 202315
OPTIMUM INVESTMENT ADVISORS 15150.45%0.59%0.70%Q2 2020Q4 202315
Capital Research Global Investors 15150.60%1.38%2.46%Q1 2020Q3 202315
Qube Research & Technologies Ltd 510.00%0.14%0.31%Q2 2020Q3 202315
CIBC WORLD MARKET INC. 14140.03%0.05%0.08%Q2 2020Q3 202315
AdvisorNet Financial, Inc 15150.06%0.12%0.20%Q1 2020Q3 202315
PUBLIC SECTOR PENSION INVESTMENT BOARD 14140.06%0.54%0.90%Q2 2020Q3 202315
MEANS INVESTMENT CO., INC. 14140.01%0.24%0.30%Q2 2020Q3 202315
Atlas Brown,Inc. 15150.23%0.52%0.72%Q1 2020Q3 202315
Horrell Capital Management, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
Aureus Asset Management, LLC 15150.04%0.10%0.15%Q1 2020Q3 202315
MEYER HANDELMAN CO 15150.60%0.78%0.95%Q1 2020Q3 202315
North Star Investment Management Corp. 15150.03%0.08%0.28%Q1 2020Q3 202315
Front Row Advisors LLC 15150.02%0.02%0.03%Q1 2020Q3 202315
Buffington Mohr McNeal 15150.15%0.34%1.21%Q1 2020Q3 202315
BARR E S & CO 15150.02%0.03%0.06%Q1 2020Q3 202315
Pinnacle Wealth Planning Services, Inc. 15150.08%0.16%0.22%Q1 2020Q3 202315
MASSMUTUAL TRUST CO FSB/ADV 15150.29%0.55%0.78%Q2 2020Q4 202315
COUNTRY TRUST BANK 15150.00%0.00%0.00%Q2 2020Q4 202315
ADELL HARRIMAN & CARPENTER INC 15150.34%0.87%1.31%Q1 2020Q3 202315
ARGENT CAPITAL MANAGEMENT LLC 15150.02%0.02%0.03%Q1 2020Q3 202315
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15150.04%0.12%0.23%Q1 2020Q3 202315
LYNCH & ASSOCIATES/IN 15150.47%0.63%0.79%Q2 2020Q4 202315
Bogart Wealth, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Abbot Financial Management, Inc. 15150.43%0.68%0.96%Q1 2020Q3 202315
BARROW HANLEY MEWHINNEY & STRAUSS LLC 15150.10%1.06%1.79%Q1 2020Q3 202315
Franklin, Parlapiano, Turner & Welch, LLC 15151.76%2.19%2.62%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 15150.17%0.25%0.33%Q1 2020Q3 202315
Bienville Capital Management, LLC 14140.03%0.13%0.29%Q2 2020Q3 202314
SHELTON CAPITAL MANAGEMENT 14140.08%0.39%0.71%Q2 2020Q3 202314
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 14140.22%0.32%0.40%Q2 2020Q3 202314
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 14140.36%0.47%0.62%Q2 2020Q3 202314
TOMPKINS FINANCIAL CORP 1040.03%0.07%0.09%Q2 2020Q4 202314
SEGALL BRYANT & HAMILL, LLC 14140.09%0.45%0.73%Q2 2020Q3 202314
FISHMAN JAY A LTD/MI 14141.05%2.00%2.77%Q2 2020Q3 202314
BRIDGES INVESTMENT MANAGEMENT INC 14140.06%0.08%0.10%Q2 2020Q3 202314
MARTIN & CO INC /TN/ 14140.20%0.26%0.31%Q2 2020Q3 202314
DEPRINCE RACE & ZOLLO INC 14140.70%0.90%1.01%Q2 2020Q3 202314
PRIO WEALTH LIMITED PARTNERSHIP 14141.08%1.38%1.77%Q2 2020Q3 202314
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14140.87%1.47%1.77%Q2 2020Q3 202314
COMMERCE BANK 14140.17%0.52%0.96%Q2 2020Q3 202314
EVERETT HARRIS & CO /CA/ 14140.09%0.11%0.14%Q2 2020Q3 202314
FRANKLIN STREET ADVISORS INC /NC 14140.07%0.74%2.44%Q2 2020Q3 202314
ORLEANS CAPITAL MANAGEMENT CORP/LA 14140.54%1.54%2.24%Q2 2020Q3 202314
MASTRAPASQUA ASSET MANAGEMENT INC 14141.61%2.01%2.55%Q2 2020Q3 202314
COURIER CAPITAL LLC 14140.22%0.28%0.37%Q2 2020Q3 202314
EDMP, INC. 14140.90%1.35%1.70%Q2 2020Q3 202314
NATIXIS ADVISORS, L.P. 14140.13%0.23%0.32%Q2 2020Q3 202314
PARSONS CAPITAL MANAGEMENT INC/RI 14140.30%0.37%0.48%Q2 2020Q3 202314
Smithfield Trust Co 14140.04%0.07%0.10%Q2 2020Q3 202314
Pekin Hardy Strauss, Inc. 14140.11%0.27%0.41%Q2 2020Q3 202314
DUNCKER STREETT & CO INC 14140.25%0.33%0.38%Q2 2020Q3 202314
ROTHSCHILD INVESTMENT LLC /IL 14140.12%0.17%0.23%Q2 2020Q3 202314
CIBC Asset Management Inc 14140.05%0.08%0.12%Q2 2020Q3 202314
FORTE CAPITAL LLC /ADV 14140.15%0.19%0.26%Q2 2020Q3 202314
ENTERPRISE FINANCIAL SERVICES CORP 14140.12%0.32%0.70%Q2 2020Q3 202314
PRIVATE ASSET MANAGEMENT INC 14141.32%2.07%2.62%Q2 2020Q3 202314
VANGUARD GROUP INC 14140.22%0.28%0.34%Q2 2020Q3 202314
FUKOKU MUTUAL LIFE INSURANCE Co 14140.05%0.06%0.08%Q2 2020Q3 202314
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 14140.04%0.06%0.09%Q2 2020Q3 202314
PARADIGM ASSET MANAGEMENT CO LLC 14140.10%0.50%0.88%Q2 2020Q3 202314
CLIFFORD SWAN INVESTMENT COUNSEL LLC 14140.48%0.61%0.75%Q2 2020Q3 202314
INTRUST BANK NA 14140.16%0.22%0.29%Q2 2020Q3 202314
PITTENGER & ANDERSON INC 14140.16%0.27%0.58%Q2 2020Q3 202314
SECURIAN ASSET MANAGEMENT, INC 14140.20%0.25%0.34%Q2 2020Q3 202314
EADS & HEALD WEALTH MANAGEMENT 14140.31%0.37%0.45%Q2 2020Q3 202314
ABNER HERRMAN & BROCK LLC 14140.15%1.14%2.75%Q2 2020Q3 202314
ING GROEP NV 14140.03%0.18%0.32%Q2 2020Q3 202314
BOSTON FAMILY OFFICE LLC 14140.05%0.08%0.21%Q2 2020Q3 202314
VICTORY CAPITAL MANAGEMENT INC 14140.06%0.07%0.10%Q2 2020Q3 202314
SPIRIT OF AMERICA MANAGEMENT CORP/NY 14140.03%0.04%0.06%Q2 2020Q3 202314
PATTEN & PATTEN INC/TN 14140.79%1.03%1.29%Q2 2020Q3 202314
ATWOOD & PALMER INC 14140.09%0.11%0.12%Q2 2020Q3 202314
GREAT WEST LIFE ASSURANCE CO /CAN/ 14140.09%0.15%0.21%Q2 2020Q3 202314
BURNS J W & CO INC/NY 14141.04%1.34%1.74%Q2 2020Q3 202314
MITCHELL SINKLER & STARR/PA 14140.44%0.99%1.62%Q2 2020Q3 202314
LSV ASSET MANAGEMENT 14140.02%0.05%0.31%Q2 2020Q3 202314
PEAPACK GLADSTONE FINANCIAL CORP 14140.33%0.44%0.54%Q2 2020Q3 202314
LVM CAPITAL MANAGEMENT LTD/MI 14140.08%0.10%0.12%Q2 2020Q3 202314
BOSTON FINANCIAL MANGEMENT LLC 14140.06%0.11%0.20%Q2 2020Q3 202314
PUZO MICHAEL J 14141.58%2.31%3.14%Q2 2020Q3 202314
BESSEMER GROUP INC 14140.00%0.01%0.01%Q2 2020Q3 202314
DILLON & ASSOCIATES INC 14141.10%1.50%2.05%Q2 2020Q3 202314
WELCH & FORBES LLC 14141.40%1.70%2.09%Q2 2020Q3 202314
Tufton Capital Management 14140.85%1.53%1.97%Q2 2020Q3 202314
NOMURA ASSET MANAGEMENT CO LTD 14140.14%0.19%0.24%Q2 2020Q3 202314
Ameritas Investment Partners, Inc. 14140.05%0.07%0.08%Q2 2020Q3 202314
TD ASSET MANAGEMENT INC 14140.04%0.05%0.07%Q2 2020Q3 202314
FEDERATED HERMES, INC. 14140.00%0.01%0.03%Q2 2020Q3 202314
Palouse Capital Management, Inc. 14140.82%1.04%1.25%Q2 2020Q3 202314
CIBC WORLD MARKETS CORP 14140.02%0.12%0.38%Q2 2020Q3 202314
NORTH STAR ASSET MANAGEMENT INC 14140.02%0.03%0.04%Q2 2020Q3 202314
HORIZON KINETICS ASSET MANAGEMENT LLC 14140.02%0.02%0.03%Q2 2020Q3 202314
PEOPLES FINANCIAL SERVICES CORP. 14140.33%0.42%0.47%Q2 2020Q3 202314
EVERMAY WEALTH MANAGEMENT LLC 14140.09%0.14%0.22%Q2 2020Q3 202314
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 14140.05%0.08%0.11%Q2 2020Q3 202314
VOYA INVESTMENT MANAGEMENT LLC 14140.09%0.28%0.43%Q2 2020Q3 202314
Asset Management One Co., Ltd. 14140.18%0.24%0.28%Q2 2020Q3 202314
MAIRS & POWER INC 14140.01%0.01%0.01%Q2 2020Q3 202314
TODD ASSET MANAGEMENT LLC 14140.01%0.37%1.02%Q2 2020Q3 202314
PARK AVENUE SECURITIES LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
BECK MACK & OLIVER LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
CAMBRIDGE TRUST CO 14140.06%0.10%0.16%Q2 2020Q3 202314
LCNB CORP 14140.22%0.31%0.38%Q2 2020Q3 202314
Advanced Asset Management Advisors Inc 14140.71%0.93%1.18%Q2 2020Q3 202314
BOWEN HANES & CO INC 14140.01%0.02%0.02%Q2 2020Q3 202314
GREAT LAKES ADVISORS, LLC 14140.02%0.26%1.04%Q2 2020Q3 202314
WINDWARD CAPITAL MANAGEMENT CO /CA 14140.96%1.26%1.66%Q2 2020Q3 202314
HOWLAND CAPITAL MANAGEMENT LLC 14140.06%0.07%0.09%Q2 2020Q3 202314
WASHINGTON TRUST Co 14140.02%0.63%0.94%Q2 2020Q3 202314
Peloton Wealth Strategists 14141.87%2.47%2.95%Q2 2020Q3 202314
AR ASSET MANAGEMENT INC 14140.29%0.40%0.50%Q2 2020Q3 202314
VAN STRUM & TOWNE INC. 14140.48%0.61%0.69%Q2 2020Q3 202314
VALICENTI ADVISORY SERVICES INC 14141.88%2.24%2.81%Q2 2020Q3 202314
PROSPECTOR PARTNERS LLC 14140.39%0.69%0.78%Q2 2020Q3 202314
MARCO INVESTMENT MANAGEMENT LLC 14140.11%0.32%0.61%Q2 2020Q3 202314
Selway Asset Management 14140.64%1.00%1.35%Q2 2020Q3 202314
COLONY GROUP LLC 14140.12%0.21%0.28%Q2 2020Q3 202314
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 14140.24%0.31%0.40%Q2 2020Q3 202314
NORTHEAST INVESTMENT MANAGEMENT 14140.12%0.19%0.47%Q2 2020Q3 202314
S&CO INC 14140.11%0.14%0.19%Q2 2020Q3 202314
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 14140.10%0.18%0.22%Q2 2020Q3 202314
GREENWOOD GEARHART INC 950.05%0.41%1.67%Q1 2020Q3 202314
SIGMA INVESTMENT COUNSELORS INC 14140.15%0.19%0.24%Q2 2020Q3 202314
SYSTEMATIC FINANCIAL MANAGEMENT LP 14140.01%0.02%0.02%Q2 2020Q3 202314
FIRST FOUNDATION ADVISORS 14140.04%0.08%0.19%Q2 2020Q3 202314
BOURGEON CAPITAL MANAGEMENT LLC 14140.15%1.08%2.51%Q2 2020Q3 202314
RAYMOND JAMES TRUST N.A. 14140.25%0.38%0.48%Q2 2020Q3 202314
KEYBANK NATIONAL ASSOCIATION/OH 14140.34%0.46%0.59%Q2 2020Q3 202314
THOROUGHBRED FINANCIAL SERVICES, LLC 14140.09%0.25%0.44%Q2 2020Q3 202314
FIRST CITIZENS BANK & TRUST CO 14140.01%0.02%0.04%Q2 2020Q3 202314
NORRIS PERNE & FRENCH LLP/MI 14140.02%0.04%0.07%Q2 2020Q3 202314
ALTA CAPITAL MANAGEMENT LLC/ 14140.96%1.29%1.69%Q2 2020Q3 202314
Markel Corporation 14140.20%0.25%0.31%Q2 2020Q3 202314
BAXTER BROS INC 14140.71%0.88%1.09%Q2 2020Q3 202314
OLD POINT TRUST & FINANCIAL SERVICES N A 14143.28%4.09%4.85%Q2 2020Q3 202314
SMITHBRIDGE ASSET MANAGEMENT INC/DE 14141.31%1.92%2.60%Q2 2020Q3 202314
AUXIER ASSET MANAGEMENT 14140.37%0.46%0.54%Q2 2020Q3 202314
JENSEN INVESTMENT MANAGEMENT INC 14140.01%0.02%0.02%Q2 2020Q3 202314
BRIDGEWAY CAPITAL MANAGEMENT, LLC 14140.08%0.19%0.30%Q2 2020Q3 202314
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 14140.10%0.38%0.58%Q2 2020Q3 202314
PENN DAVIS MCFARLAND INC 14141.11%2.87%3.89%Q2 2020Q3 202314
KCM INVESTMENT ADVISORS LLC 14140.06%0.08%0.13%Q2 2020Q3 202314
ALLIANCEBERNSTEIN L.P. 14140.15%0.26%0.40%Q2 2020Q3 202314
PHILADELPHIA TRUST CO 14142.02%2.56%3.23%Q2 2020Q3 202314
GATEWAY INVESTMENT ADVISERS LLC 14140.56%0.66%0.86%Q2 2020Q3 202314
PINNACLE FINANCIAL PARTNERS INC 14140.04%0.08%0.20%Q2 2020Q3 202314
RHUMBLINE ADVISERS 14140.22%0.28%0.36%Q2 2020Q3 202314
MONETA GROUP INVESTMENT ADVISORS LLC 14140.02%0.05%0.06%Q2 2020Q3 202314
LOGAN CAPITAL MANAGEMENT INC 14140.04%0.30%0.71%Q2 2020Q3 202314
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 14140.23%0.47%0.59%Q2 2020Q3 202314
AMI INVESTMENT MANAGEMENT INC 14140.63%1.16%1.85%Q2 2020Q3 202314
Family Capital Trust Co 14140.78%1.20%1.69%Q2 2020Q3 202314
PROFFITT & GOODSON INC 14140.07%0.09%0.11%Q2 2020Q3 202314
FIRST TRUST ADVISORS LP 14140.06%0.08%0.10%Q2 2020Q3 202314
PRINCIPAL FINANCIAL GROUP INC 14140.09%0.11%0.15%Q2 2020Q3 202314
EASTERN BANK 14140.05%1.05%1.31%Q2 2020Q3 202314
MOGY JOEL R INVESTMENT COUNSEL INC 14140.14%0.40%0.68%Q2 2020Q3 202314
PETTYJOHN, WOOD & WHITE, INC 14140.96%1.24%1.58%Q2 2020Q3 202314
PROFUND ADVISORS LLC 14140.05%0.07%0.11%Q2 2020Q3 202314
WADE G W & INC 14140.22%0.76%0.88%Q2 2020Q3 202314
NORTHSTAR ASSET MANAGEMENT LLC 14140.49%0.65%0.86%Q2 2020Q3 202314
MONETARY MANAGEMENT GROUP INC 14140.19%0.33%0.45%Q2 2020Q3 202314
DAVIDSON TRUST CO 14140.75%0.85%1.10%Q2 2020Q3 202314
WOODMONT INVESTMENT COUNSEL LLC 14140.11%0.16%0.20%Q2 2020Q3 202314
HYMAN CHARLES D 14140.51%0.68%0.84%Q2 2020Q3 202314
WHITE PINE CAPITAL LLC 14140.17%0.23%0.32%Q2 2020Q3 202314
PRUDENTIAL FINANCIAL INC 14140.15%0.33%0.46%Q2 2020Q3 202314
AVIVA PLC 14140.30%0.42%0.61%Q2 2020Q3 202314
FLPUTNAM INVESTMENT MANAGEMENT CO 14140.05%0.07%0.13%Q2 2020Q3 202314
DAVIDSON INVESTMENT ADVISORS 14140.84%1.17%1.44%Q2 2020Q3 202314
NICHOLS & PRATT ADVISERS LLP /MA 14140.20%0.64%1.22%Q2 2020Q3 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14140.03%0.07%0.11%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 14140.14%0.19%0.30%Q2 2020Q3 202314
SHEETS SMITH WEALTH MANAGEMENT 14140.05%0.09%0.17%Q2 2020Q3 202314
SPINNAKER TRUST 14140.31%0.49%0.65%Q2 2020Q3 202314
CULLINAN ASSOCIATES INC 14140.31%0.71%0.94%Q2 2020Q3 202314
GREENLEAF TRUST 14140.01%0.04%0.12%Q2 2020Q3 202314
CI INVESTMENTS INC. 14140.00%0.12%0.35%Q2 2020Q3 202314
FOSTER & MOTLEY INC 14140.07%0.11%0.25%Q2 2020Q3 202314
TEALWOOD ASSET MANAGEMENT INC 1040.51%0.67%0.85%Q2 2020Q4 202314
KANAWHA CAPITAL MANAGEMENT LLC 14140.92%1.19%1.47%Q2 2020Q3 202314
Chesley Taft & Associates LLC 14140.27%0.44%1.03%Q2 2020Q3 202314
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 14140.33%0.48%0.69%Q2 2020Q3 202314
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 14140.30%0.48%1.42%Q2 2020Q3 202314
Natixis Investment Managers International 14140.08%0.57%3.84%Q2 2020Q3 202314
ALTRINSIC GLOBAL ADVISORS LLC 14140.41%0.83%1.24%Q2 2020Q3 202314
AQR Capital Management 14140.01%0.07%0.14%Q2 2020Q3 202314
CENTRAL BANK & TRUST CO 14140.01%0.01%0.02%Q2 2020Q3 202314
LOS ANGELES CAPITAL MANAGEMENT LLC 14140.00%0.02%0.05%Q2 2020Q3 202314
CIM INVESTMENT MANAGEMENT INC 14140.31%0.45%0.52%Q2 2020Q3 202314
CREDIT AGRICOLE S A 14140.00%0.01%0.02%Q2 2020Q3 202314
DEARBORN PARTNERS LLC 14140.21%0.35%0.47%Q2 2020Q3 202314
LAZARD ASSET MANAGEMENT LLC 14140.01%0.03%0.05%Q2 2020Q3 202314
SHELL ASSET MANAGEMENT CO 14140.12%0.19%0.24%Q2 2020Q3 202314
GEODE CAPITAL MANAGEMENT, LLC 14140.23%0.29%0.36%Q2 2020Q3 202314
SOMERVILLE KURT F 14140.95%1.32%1.76%Q2 2020Q3 202314
WATERS PARKERSON & CO., LLC 14140.13%0.19%0.22%Q2 2020Q3 202314
TEXAS PERMANENT SCHOOL FUND CORP 14140.21%0.26%0.32%Q2 2020Q3 202314
GUARDIAN CAPITAL LP 14140.03%0.07%0.32%Q2 2020Q3 202314
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14140.09%0.14%0.16%Q2 2020Q3 202314
SILVERCREST ASSET MANAGEMENT GROUP LLC 14140.05%0.06%0.07%Q2 2020Q3 202314
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 14140.54%1.65%2.78%Q2 2020Q3 202314
OXFORD FINANCIAL GROUP, LTD. LLC 14140.04%0.05%0.07%Q2 2020Q3 202314
GRAYBILL WEALTH MANAGEMENT, LTD. 14142.14%3.08%3.82%Q2 2020Q3 202314
EVERGREEN CAPITAL MANAGEMENT LLC 14140.03%0.05%0.06%Q2 2020Q3 202314
Hilltop Holdings Inc. 14140.08%0.16%0.25%Q2 2020Q3 202314
WRAPMANAGER INC 14140.07%0.12%0.24%Q2 2020Q3 202314
OPPENHEIMER ASSET MANAGEMENT INC. 14140.48%0.75%1.00%Q2 2020Q3 202314
MONTGOMERY INVESTMENT MANAGEMENT INC 14140.46%0.61%0.73%Q2 2020Q3 202314
JANUS HENDERSON GROUP PLC 14140.01%0.03%0.07%Q2 2020Q3 202314
FIRST NATIONAL TRUST CO 14140.44%0.54%0.65%Q2 2020Q3 202314
PRIVATE TRUST CO NA 14140.24%0.37%0.51%Q2 2020Q3 202314
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 14141.15%1.30%1.48%Q2 2020Q3 202314
Laird Norton Wetherby Wealth Management, LLC 14140.12%0.18%0.24%Q2 2020Q3 202314
CINCINNATI INSURANCE CO 14141.50%1.85%2.26%Q2 2020Q3 202314
CINCINNATI CASUALTY CO 14141.80%2.14%2.51%Q2 2020Q3 202314
GUGGENHEIM CAPITAL LLC 14140.02%0.06%0.11%Q2 2020Q3 202314
NTV ASSET MANAGEMENT LLC 14140.23%0.29%0.38%Q2 2020Q3 202314
CUTLER INVESTMENT COUNSEL LLC 14140.57%0.76%1.09%Q2 2020Q3 202314
UNITED BANK 14140.03%0.09%0.12%Q2 2020Q3 202314
DUMONT & BLAKE INVESTMENT ADVISORS LLC 14140.39%0.48%0.63%Q2 2020Q3 202314
CIBC Private Wealth Group, LLC 14140.64%0.94%1.58%Q2 2020Q3 202314
Skylands Capital, LLC 14140.80%0.96%1.19%Q2 2020Q3 202314
Cadence Bank 14140.90%1.20%1.44%Q2 2020Q3 202314
AVANTAX ADVISORY SERVICES, INC. 14140.07%0.10%0.15%Q2 2020Q3 202314
ProVise Management Group, LLC 14140.32%0.50%0.70%Q2 2020Q3 202314
Epoch Investment Partners, Inc. 14140.08%0.78%1.36%Q2 2020Q3 202314
MOTCO 14140.01%0.09%0.32%Q2 2020Q3 202314
Ziegler Capital Management, LLC 14140.27%0.46%0.62%Q2 2020Q3 202314
Laffer Tengler Investments, Inc. 14140.29%0.91%1.72%Q2 2020Q3 202314
GRANDFIELD & DODD, LLC 14140.23%1.58%2.18%Q2 2020Q3 202314
Douglass Winthrop Advisors, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
Ledyard National Bank 14140.15%0.18%0.22%Q2 2020Q3 202314
Linscomb & Williams, Inc. 14140.44%0.55%0.67%Q2 2020Q3 202314
SG Americas Securities, LLC 14140.01%0.06%0.29%Q2 2020Q3 202314
Broderick Brian C 14141.40%2.29%3.16%Q2 2020Q3 202314
Kidder Stephen W 14141.74%2.53%3.32%Q2 2020Q3 202314
Stephens Investment Management Group LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Hillman Capital Management, Inc. 14140.09%1.99%2.87%Q2 2020Q3 202314
Scott & Selber, Inc. 14141.04%1.31%1.64%Q2 2020Q3 202314
First Financial Bank - Trust Division 14140.04%0.11%0.59%Q3 2020Q4 202314
Burgundy Asset Management Ltd. 14140.01%1.20%2.74%Q2 2020Q3 202314
Exchange Capital Management, Inc. 14140.52%0.74%0.88%Q2 2020Q3 202314
FARMERS TRUST CO 14140.08%0.11%0.14%Q2 2020Q3 202314
GRIMES & COMPANY, INC. 14140.59%0.72%0.96%Q2 2020Q3 202314
Bragg Financial Advisors, Inc 14140.46%0.62%0.72%Q2 2020Q3 202314
Town & Country Bank & Trust CO dba First Bankers Trust CO 14140.23%0.30%0.40%Q2 2020Q3 202314
Texas Yale Capital Corp. 14140.04%0.13%0.17%Q2 2020Q3 202314
Sky Investment Group LLC 14141.08%1.47%1.78%Q2 2020Q3 202314
Equitable Holdings, Inc. 14140.01%0.02%0.03%Q2 2020Q3 202314
SOL Capital Management CO 14140.05%0.08%0.11%Q2 2020Q3 202314
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 14140.06%0.07%0.08%Q2 2020Q3 202314
Cypress Capital Group 14140.32%0.71%1.12%Q2 2020Q3 202314
FOUNDERS FINANCIAL SECURITIES LLC 14140.20%0.34%0.48%Q2 2020Q3 202314
ASSETMARK, INC 14140.00%0.01%0.04%Q2 2020Q3 202314
Estabrook Capital Management 14140.30%0.36%0.42%Q2 2020Q3 202314
BROWN ADVISORY INC 14140.03%0.06%0.17%Q2 2020Q3 202314
Baldwin Investment Management, LLC 14140.42%0.65%0.97%Q2 2020Q3 202314
Haverford Financial Services, Inc. 14143.07%4.27%5.18%Q2 2020Q3 202314
ClearBridge Investments 14140.76%1.34%1.76%Q2 2020Q3 202314
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 14140.03%0.06%0.11%Q2 2020Q3 202314
Rathbones Group PLC 14140.11%0.16%0.23%Q2 2020Q3 202314
Clark Capital Management Group, Inc. 14140.01%0.27%0.71%Q2 2020Q3 202314
Hartford Financial Management Inc. 14140.72%0.92%1.14%Q2 2020Q3 202314
Grantham, Mayo, Van Otterloo & Co. LLC 14140.02%0.35%1.20%Q2 2020Q3 202314
Bangor Savings Bank 14140.18%0.23%0.27%Q2 2020Q3 202314
FORVIS Wealth Advisors, LLC 14140.05%0.08%0.10%Q2 2020Q3 202314
Benin Management CORP 14140.16%0.21%0.29%Q2 2020Q3 202314
BRIGHTON JONES LLC 14140.04%0.06%0.08%Q2 2020Q3 202314
Cullen Capital Management, LLC 14141.94%2.43%2.77%Q2 2020Q3 202314
Zurcher Kantonalbank (Zurich Cantonalbank) 14140.10%0.14%0.17%Q2 2020Q3 202314
State of Alaska, Department of Revenue 14140.16%0.21%0.27%Q2 2020Q3 202314
HEADINVEST, LLC 14140.08%0.13%0.24%Q2 2020Q3 202314
Mariner, LLC 14140.06%0.11%0.17%Q2 2020Q3 202314
Ballentine Partners, LLC 14140.04%0.06%0.07%Q2 2020Q3 202314
Valmark Advisers, Inc. 14140.01%0.02%0.03%Q2 2020Q3 202314
Ifrah Financial Services, Inc. 14140.10%0.11%0.14%Q2 2020Q3 202314
Dorsey & Whitney Trust CO LLC 14140.10%0.15%0.20%Q2 2020Q3 202314
Bath Savings Trust Co 14140.38%0.55%0.72%Q2 2020Q3 202314
Marble Harbor Investment Counsel, LLC 14140.27%0.34%0.42%Q2 2020Q3 202314
West Oak Capital, LLC 14140.13%0.24%0.86%Q2 2020Q3 202314
LaFleur & Godfrey LLC 14141.70%2.42%3.61%Q2 2020Q3 202314
Aull & Monroe Investment Management Corp 14140.76%0.92%1.07%Q2 2020Q3 202314
Bedell Frazier Investment Counselling, LLC 14141.18%1.38%1.58%Q2 2020Q3 202314
NOVARE CAPITAL MANAGEMENT LLC 14140.88%1.13%1.29%Q2 2020Q3 202314
BLB&B Advisors, LLC 14140.03%0.06%0.10%Q2 2020Q3 202314
Stockman Wealth Management, Inc. 14140.05%0.44%1.44%Q2 2020Q3 202314
Rafferty Asset Management, LLC 14140.14%0.27%0.37%Q2 2020Q3 202314
WHALEROCK POINT PARTNERS, LLC 14140.92%1.10%1.39%Q2 2020Q3 202314
Arlington Partners LLC 14140.53%1.09%1.34%Q2 2020Q3 202314
Bank of New York Mellon Corp 14140.18%0.27%0.39%Q2 2020Q3 202314
Callahan Advisors, LLC 14140.13%0.16%0.20%Q2 2020Q3 202314
Choate Investment Advisors 14140.12%0.14%0.16%Q2 2020Q3 202314
LPL Financial LLC 14140.08%0.10%0.14%Q2 2020Q3 202314
J.W. COLE ADVISORS, INC. 14140.13%0.17%0.20%Q2 2020Q3 202314
Miller Investment Management, LP 14140.20%0.27%0.35%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.09%0.12%0.18%Q2 2020Q3 202314
KBC Group NV 14140.04%0.05%0.08%Q2 2020Q3 202314
Sumitomo Mitsui DS Asset Management Company, Ltd 14140.17%0.23%0.46%Q2 2020Q3 202314
MidWestOne Financial Group, Inc. 14140.11%0.30%0.40%Q2 2020Q3 202314
Migdal Insurance & Financial Holdings Ltd. 14140.00%0.19%0.82%Q2 2020Q3 202314
Fruth Investment Management 14140.16%0.19%0.22%Q2 2020Q3 202314
J.P. Morgan Private Wealth Advisors LLC 14140.31%0.46%0.95%Q2 2020Q3 202314
Ninety One UK Ltd 14140.23%0.55%0.88%Q2 2020Q3 202314
MACQUARIE GROUP LTD 14140.44%0.80%1.10%Q2 2020Q3 202314
Capital Investment Counsel, Inc 14140.49%0.67%0.84%Q2 2020Q3 202314
Robeco Institutional Asset Management B.V. 14140.03%0.06%0.11%Q2 2020Q3 202314
Cambridge Investment Research Advisors, Inc. 14140.08%0.10%0.13%Q2 2020Q3 202314
PUTNAM INVESTMENTS LLC 14140.37%0.68%1.06%Q2 2020Q3 202314
Capital World Investors 14140.01%0.12%0.19%Q1 2020Q2 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14140.02%0.06%0.10%Q2 2020Q3 202314
Birch Hill Investment Advisors LLC 14140.19%0.34%0.54%Q2 2020Q3 202314
Cubic Asset Management, LLC 14140.66%0.85%1.02%Q2 2020Q3 202314
Voya Financial Advisors, Inc. 14140.05%0.08%0.14%Q2 2020Q3 202314
Apriem Advisors 14140.06%0.08%0.10%Q2 2020Q3 202314
WealthTrust Axiom LLC 14140.08%0.10%0.11%Q2 2020Q3 202314
Focused Investors LLC 14142.26%2.85%3.19%Q2 2020Q3 202314
Cincinnati Specialty Underwriters Insurance CO 14140.71%0.91%1.10%Q2 2020Q3 202314
First City Capital Management, Inc. 14141.21%1.51%1.75%Q2 2020Q3 202314
MERIDIAN INVESTMENT COUNSEL INC. 14140.29%0.35%0.44%Q2 2020Q3 202314
Holowesko Partners Ltd. 14141.01%5.17%10.28%Q2 2020Q3 202314
Strategic Financial Services, Inc, 14140.09%0.21%0.28%Q2 2020Q3 202314
ASPIRIANT, LLC 14140.05%0.06%0.08%Q2 2020Q3 202314
Palisade Asset Management, LLC 14140.67%1.11%1.45%Q2 2020Q3 202314
Mechanics Bank Trust Department 14140.11%0.14%0.16%Q2 2020Q3 202314
Korea Investment CORP 14140.13%0.22%0.37%Q2 2020Q3 202314
Tributary Capital Management, LLC 14140.03%0.06%0.08%Q2 2020Q3 202314
CONFLUENCE INVESTMENT MANAGEMENT LLC 14140.41%0.79%0.96%Q2 2020Q3 202314
INTACT INVESTMENT MANAGEMENT INC. 14140.13%0.33%0.48%Q2 2020Q3 202314
Welch Group, LLC 14142.13%2.55%2.86%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 14140.06%0.09%0.19%Q2 2020Q3 202314
Eagle Ridge Investment Management 14140.98%1.27%1.43%Q2 2020Q3 202314
Ancora Advisors LLC 14140.19%0.21%0.23%Q2 2020Q3 202314
Sigma Planning Corp 14140.08%0.13%0.16%Q2 2020Q3 202314
B & T Capital Management DBA Alpha Capital Management 14140.68%0.90%1.17%Q2 2020Q3 202314
Cohen Klingenstein LLC 14140.58%0.84%1.02%Q2 2020Q3 202314
Calamos Wealth Management LLC 14140.08%0.69%0.93%Q2 2020Q3 202314
Parkside Financial Bank & Trust 14140.16%0.23%0.31%Q2 2020Q3 202314
IMA Wealth, Inc. 14140.00%0.10%0.52%Q2 2020Q3 202314
LS Investment Advisors, LLC 14140.57%1.21%1.81%Q2 2020Q3 202314
Reynders McVeigh Capital Management, LLC 14140.04%0.07%0.10%Q2 2020Q3 202314
SIGNATUREFD, LLC 14140.04%0.06%0.08%Q2 2020Q3 202314
Sandy Spring Bank 14140.29%0.51%0.90%Q2 2020Q3 202314
Narwhal Capital Management 14140.60%0.93%1.59%Q2 2020Q3 202314
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Chevy Chase Trust Holdings, LLC 14140.24%0.30%0.37%Q2 2020Q3 202314
Mitsubishi UFJ Trust & Banking Corp 14140.14%0.18%0.23%Q2 2020Q3 202314
Ipswich Investment Management Co., Inc. 14140.30%0.42%0.63%Q2 2020Q3 202314
B. Riley Wealth Advisors, Inc. 14140.11%0.18%0.27%Q2 2020Q3 202314
Neuberger Berman Group LLC 14140.16%0.47%0.75%Q2 2020Q3 202314
BROWN BROTHERS HARRIMAN & CO 14140.05%0.06%0.08%Q2 2020Q3 202314
Mitsubishi UFJ Asset Management Co., Ltd. 14140.20%0.28%0.36%Q2 2020Q3 202314
YHB Investment Advisors, Inc. 14140.53%0.69%0.91%Q2 2020Q3 202314
Freestone Capital Holdings, LLC 14140.06%0.30%0.51%Q2 2020Q3 202314
Avidian Wealth Solutions, LLC 14140.05%0.12%0.22%Q2 2020Q3 202314
Sumitomo Mitsui Trust Holdings, Inc. 14140.20%0.27%0.34%Q2 2020Q3 202314
Roundview Capital LLC 14140.18%0.24%0.33%Q2 2020Q3 202314
Saratoga Research & Investment Management 14143.83%5.18%6.38%Q2 2020Q3 202314
WMS Partners, LLC 14140.04%0.11%0.23%Q2 2020Q3 202314
Smith, Salley & Associates 14141.16%1.42%1.81%Q2 2020Q3 202314
Evercore Wealth Management, LLC 14140.10%0.13%0.22%Q2 2020Q3 202314
Savant Capital, LLC 14140.13%0.15%0.20%Q2 2020Q3 202314
Stillwater Capital Advisors, LLC 14142.42%3.07%4.01%Q2 2020Q3 202314
Supplemental Annuity Collective Trust of NJ 14140.38%0.49%0.65%Q2 2020Q3 202314
Kingfisher Capital LLC 14140.08%0.14%0.22%Q2 2020Q3 202314
TIEDEMANN ADVISORS, LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.23%0.33%0.39%Q2 2020Q3 202314
Rock Creek Group, LP 14140.01%0.05%0.20%Q2 2020Q3 202314
McKinley Carter Wealth Services, Inc. 14140.02%0.10%0.83%Q2 2020Q3 202314
Simplicity Solutions, LLC 14140.03%0.13%0.25%Q2 2020Q3 202314
Meiji Yasuda Asset Management Co Ltd. 14140.07%0.36%0.59%Q2 2020Q3 202314
Hemenway Trust Co LLC 14141.24%1.97%2.64%Q2 2020Q3 202314
TOKIO MARINE ASSET MANAGEMENT CO LTD 14140.06%0.13%0.19%Q2 2020Q3 202314
Wellington Shields Capital Management, LLC 14140.23%0.37%0.79%Q2 2020Q3 202314
Wellington Shields & Co., LLC 14140.09%0.19%0.27%Q2 2020Q3 202314
Drexel Morgan & Co. 14140.31%0.39%0.49%Q2 2020Q3 202314
Renaissance Investment Group LLC 14141.53%2.16%2.84%Q2 2020Q3 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14140.03%0.05%0.06%Q2 2020Q3 202314
Clear Harbor Asset Management, LLC 14140.08%0.46%0.59%Q2 2020Q3 202314
Martin Investment Management, LLC 14140.85%1.26%1.81%Q2 2020Q3 202314
SFMG, LLC 14140.12%0.41%0.70%Q2 2020Q3 202314
GUARDIAN CAPITAL ADVISORS LP 14140.20%0.34%0.46%Q2 2020Q3 202314
STONE RUN CAPITAL, LLC 14140.13%0.23%0.34%Q2 2020Q3 202314
Brookmont Capital Management 14140.73%0.96%1.33%Q2 2020Q3 202314
Perkins Coie Trust Co 14140.39%0.55%0.70%Q2 2020Q3 202314
Nuveen Asset Management, LLC 14140.19%0.36%0.56%Q2 2020Q3 202314
Clean Yield Group 1040.05%0.06%0.11%Q1 2020Q3 202314
Kessler Investment Group, LLC 14140.02%0.04%0.09%Q2 2020Q3 202314
MetLife Investment Management, LLC 14140.20%0.27%0.31%Q2 2020Q3 202314
CapWealth Advisors, LLC 14140.96%1.97%2.56%Q2 2020Q3 202314
XR Securities LLC 530.00%0.06%0.19%Q1 2021Q3 202314
Tower Research Capital LLC (TRC) 14140.02%0.13%0.25%Q2 2020Q3 202314
Sompo Asset Management Co., Ltd. 14140.09%0.37%0.93%Q2 2020Q3 202314
Institute for Wealth Management, LLC. 14140.22%0.30%0.39%Q2 2020Q3 202314
Cetera Advisors LLC 14140.00%0.11%0.19%Q2 2020Q3 202314
Cetera Advisor Networks LLC 14140.08%0.11%0.14%Q2 2020Q3 202314
CSU Producer Resources, Inc. 14142.88%4.74%5.68%Q2 2020Q3 202314
Vantage Investment Partners, LLC 14140.33%0.95%1.98%Q2 2020Q3 202314
Allianz Asset Management GmbH 14140.01%0.02%0.04%Q2 2020Q3 202314
BANQUE PICTET & CIE SA 14140.00%0.01%0.02%Q2 2020Q3 202314
Redhawk Wealth Advisors, Inc. 14140.08%0.25%0.41%Q2 2020Q3 202314
Atria Investments, Inc 14140.11%0.16%0.20%Q2 2020Q3 202314
J. W. Coons Advisors, LLC 14140.09%0.12%0.15%Q2 2020Q3 202314
LBMC INVESTMENT ADVISORS, LLC 14140.04%0.04%0.05%Q2 2020Q3 202314
Vestcor Inc 14140.06%0.09%0.13%Q2 2020Q3 202314
Louisiana State Employees Retirement System 14140.15%0.21%0.26%Q2 2020Q3 202314
FineMark National Bank & Trust 14140.55%0.82%1.11%Q2 2020Q3 202314
Kentucky Retirement Systems 14140.32%0.37%0.46%Q2 2020Q3 202314
Westside Investment Management, Inc. 14140.00%0.19%0.32%Q2 2020Q3 202314
Crossmark Global Holdings, Inc. 14140.23%0.33%0.61%Q2 2020Q3 202314
Family Management Corp 14140.42%0.98%1.46%Q2 2020Q3 202314
United Asset Strategies, Inc. 14140.23%0.37%0.66%Q2 2020Q3 202314
Triangle Securities Wealth Management 14140.64%0.84%1.01%Q2 2020Q3 202314
Ramsay, Stattman, Vela & Price, Inc. 14140.17%0.52%1.34%Q2 2020Q3 202314
Hendershot Investments Inc. 14141.67%2.60%3.59%Q2 2020Q3 202314
Prospera Financial Services Inc 14140.04%0.24%0.33%Q2 2020Q3 202314
Verity & Verity, LLC 14142.33%2.85%3.14%Q2 2020Q3 202314
Modera Wealth Management, LLC 14140.02%0.06%0.09%Q2 2020Q3 202314
Gradient Investments LLC 14140.01%0.40%0.54%Q2 2020Q3 202314
Granite Investment Partners, LLC 14140.04%0.11%0.21%Q2 2020Q3 202314
Aviance Capital Partners, LLC 14140.07%0.09%0.11%Q2 2020Q3 202314
Executive Wealth Management, LLC 14140.35%0.74%1.02%Q2 2020Q3 202314
Hudock, Inc. 14140.09%0.15%0.20%Q2 2020Q3 202314
RWA WEALTH PARTNERS, LLC 14140.18%0.45%0.66%Q2 2020Q3 202314
Utah Retirement Systems 14140.26%0.33%0.42%Q2 2020Q3 202314
Diligent Investors, LLC 14140.19%0.25%0.30%Q2 2020Q3 202314
Goelzer Investment Management, Inc. 14140.28%0.46%0.65%Q2 2020Q3 202314
MACROVIEW INVESTMENT MANAGEMENT LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Allworth Financial LP 14140.01%0.02%0.04%Q2 2020Q3 202314
Bollard Group LLC 14140.05%0.07%0.09%Q2 2020Q3 202314
ARGA Investment Management, LP 14140.03%0.16%0.37%Q2 2020Q3 202314
SNS Financial Group, LLC 13130.01%0.05%0.07%Q2 2020Q2 202314
Arizona State Retirement System 14140.25%0.31%0.39%Q2 2020Q3 202314
HoyleCohen, LLC 14140.46%0.60%0.76%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 14140.04%0.05%0.06%Q2 2020Q3 202314
Boltwood Capital Management 14140.11%0.18%0.22%Q3 2020Q4 202314
INVESTMENT HOUSE LLC 14140.02%0.05%0.10%Q2 2020Q3 202314
Court Place Advisors, LLC 14141.12%1.34%1.59%Q2 2020Q3 202314
Private Advisor Group, LLC 14140.11%0.14%0.17%Q2 2020Q3 202314
Telos Capital Management, Inc. 14140.45%0.63%0.85%Q2 2020Q3 202314
Colonial Trust Advisors 14140.10%0.13%0.15%Q2 2020Q3 202314
JFS WEALTH ADVISORS, LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
Financial Management Professionals, Inc. 14140.00%0.01%0.02%Q2 2020Q3 202314
King Wealth Management Group 14140.06%0.11%0.36%Q2 2020Q3 202314
Covington Investment Advisors Inc. 14141.28%1.73%2.25%Q2 2020Q3 202314
JNBA Financial Advisors 14140.01%0.02%0.02%Q2 2020Q3 202314
Strategic Advisors LLC 14140.06%0.09%0.13%Q2 2020Q3 202314
Mirae Asset Global Investments Co., Ltd. 14140.01%0.09%0.18%Q2 2020Q3 202314
F&V Capital Management, LLC 14141.69%3.70%4.81%Q2 2020Q3 202314
Lipe & Dalton 14141.16%1.48%1.82%Q2 2020Q3 202314
Empirical Finance, LLC 14140.15%0.28%0.41%Q2 2020Q3 202314
TIEMANN INVESTMENT ADVISORS, LLC 14140.30%0.44%0.56%Q2 2020Q3 202314
Perigon Wealth Management, LLC 1110.25%0.35%0.47%Q3 2011Q3 202314
Segment Wealth Management, LLC 14140.02%0.95%1.28%Q2 2020Q3 202314
LVW Advisors, LLC 14140.37%0.64%0.77%Q2 2020Q3 202314
Blue Fin Capital, Inc. 14140.70%0.98%1.22%Q2 2020Q3 202314
EXENCIAL WEALTH ADVISORS, LLC 14140.41%0.68%1.06%Q2 2020Q3 202314
W.G. Shaheen & Associates DBA Whitney & Co 14141.12%1.47%1.93%Q2 2020Q3 202314
East Coast Asset Management, LLC. 14140.09%0.14%0.24%Q2 2020Q3 202314
Alpha Cubed Investments, LLC 14140.03%0.05%0.09%Q2 2020Q3 202314
Addison Capital Co 14140.14%0.23%0.39%Q2 2020Q3 202314
NAPLES GLOBAL ADVISORS, LLC 14140.34%0.42%0.48%Q2 2020Q3 202314
Swiss National Bank 14140.26%0.34%0.44%Q2 2020Q3 202314
Capital Investment Advisors, LLC 1130.22%0.32%0.41%Q2 2020Q4 202314
Polaris Wealth Advisory Group, LLC 14140.03%0.63%2.10%Q2 2020Q3 202314
TCI Wealth Advisors, Inc. 14140.07%0.12%0.19%Q2 2020Q3 202314
Horan Capital Advisors, LLC. 14140.09%0.71%1.23%Q2 2020Q3 202314
Kentucky Retirement Systems Insurance Trust Fund 14140.32%0.38%0.46%Q2 2020Q3 202314
Winch Advisory Services, LLC 14140.14%0.30%0.44%Q2 2020Q3 202314
FOUNDERS CAPITAL MANAGEMENT, LLC 14140.14%0.52%1.42%Q2 2020Q3 202314
Miracle Mile Advisors, LLC 14140.02%0.06%0.18%Q2 2020Q3 202314
Focused Wealth Management, Inc 14140.01%0.01%0.02%Q2 2020Q3 202314
State of Tennessee, Treasury Department 14140.08%0.22%0.39%Q2 2020Q3 202314
First Horizon Advisors, Inc. 14140.09%0.11%0.17%Q2 2020Q3 202314
Oakworth Capital, Inc. 14140.04%0.06%0.07%Q2 2020Q3 202314
Fort Point Capital Partners LLC 14140.04%0.08%0.12%Q2 2020Q3 202314
TELEMUS CAPITAL, LLC 14140.04%0.07%0.09%Q2 2020Q3 202314
Heritage Wealth Advisors 14140.67%1.54%2.31%Q2 2020Q3 202314
Dempze Nancy E 14141.62%2.12%2.66%Q2 2020Q3 202314
Page Arthur B 14140.78%1.22%1.64%Q2 2020Q3 202314
Notis-McConarty Edward 14141.35%1.98%2.64%Q2 2020Q3 202314
Penserra Capital Management LLC 14140.04%0.08%0.16%Q2 2020Q3 202314
Riverview Trust Co 14140.04%0.13%0.25%Q2 2020Q3 202314
M. Kraus & Co 14141.92%2.49%3.05%Q2 2020Q3 202314
Field & Main Bank 14140.56%0.68%0.87%Q2 2020Q3 202314
Trust Investment Advisors 14140.96%1.19%1.44%Q2 2020Q3 202314
MUFG Securities EMEA plc 14140.00%0.08%0.52%Q2 2020Q3 202314
PEDDOCK CAPITAL ADVISORS, LLC 14140.12%0.17%0.20%Q2 2020Q3 202314
HOERTKORN RICHARD CHARLES 14140.05%0.06%0.07%Q2 2020Q3 202314
Checchi Capital Advisers, LLC 14140.07%0.10%0.13%Q2 2020Q3 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.01%0.02%0.04%Q2 2020Q3 202314
Joel Isaacson & Co., LLC 14140.04%0.06%0.08%Q2 2020Q3 202314
Pictet North America Advisors SA 14140.08%0.12%0.19%Q2 2020Q3 202314
Barbara Oil Co. 14140.25%0.33%0.40%Q2 2020Q3 202314
Hamilton Point Investment Advisors, LLC 14142.15%2.81%3.51%Q2 2020Q3 202314
Northeast Financial Consultants Inc 14140.02%0.07%0.22%Q2 2020Q3 202314
Avior Wealth Management, LLC 14140.07%0.08%0.10%Q2 2020Q3 202314
Sequoia Financial Advisors, LLC 14140.03%0.14%0.46%Q2 2020Q3 202314
Arete Wealth Advisors, LLC 14140.07%0.11%0.17%Q2 2020Q3 202314
CAHILL FINANCIAL ADVISORS INC 14140.11%0.17%0.27%Q2 2020Q3 202314
CKW FINANCIAL GROUP 14140.02%0.03%0.04%Q2 2020Q3 202314
Mendel Money Management 14140.21%0.43%0.98%Q2 2020Q3 202314
Riggs Asset Managment Co. Inc. 14140.00%1.01%2.31%Q2 2020Q3 202314
Stanley-Laman Group, Ltd. 14140.30%0.84%1.47%Q2 2020Q3 202314
CHICAGO TRUST Co NA 14140.24%0.36%0.47%Q2 2020Q3 202314
Private Ocean, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Malaga Cove Capital, LLC 14140.79%0.98%1.33%Q2 2020Q3 202314
Archford Capital Strategies, LLC 14140.10%0.12%0.16%Q2 2020Q3 202314
MARK SHEPTOFF FINANCIAL PLANNING, LLC 14140.08%0.60%2.18%Q2 2020Q3 202314
National Pension Service 14140.26%0.34%0.42%Q2 2020Q3 202314
Grassi Investment Management 14140.16%0.36%1.47%Q2 2020Q3 202314
Mengis Capital Management, Inc. 14140.07%0.46%0.69%Q2 2020Q3 202314
Wealth Architects, LLC 14140.06%0.08%0.10%Q2 2020Q3 202314
Compagnie Lombard Odier SCmA 14140.01%0.02%0.03%Q2 2020Q3 202314
Tradewinds Capital Management, LLC 14140.02%0.03%0.07%Q2 2020Q3 202314
Raab & Moskowitz Asset Management LLC 14140.18%0.23%0.28%Q2 2020Q3 202314
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 14140.26%0.34%0.46%Q2 2020Q3 202314
Merit Financial Group, LLC 14140.11%0.17%0.24%Q2 2020Q3 202314
FinTrust Capital Advisors, LLC 14140.05%0.15%0.24%Q2 2020Q3 202314
Elite Wealth Management, Inc. 14140.02%0.04%0.10%Q2 2020Q3 202314
PLIMOTH TRUST CO LLC 14140.38%0.64%0.97%Q2 2020Q3 202314
Capital Analysts, LLC 14140.35%0.51%0.65%Q2 2020Q3 202314
Argent Trust Co 14140.32%0.44%0.53%Q2 2020Q3 202314
SVB WEALTH LLC 14140.09%0.15%0.53%Q2 2020Q3 202314
Insight Wealth Partners, LLC 14140.10%0.33%0.54%Q2 2020Q3 202314
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 14140.07%0.11%0.13%Q2 2020Q3 202314
Ironwood Financial, llc 14140.21%0.27%0.34%Q2 2020Q3 202314
Northside Capital Management, LLC 14140.09%0.13%0.18%Q2 2020Q3 202314
Creegan & Nassoura Financial Group, LLC 14140.46%0.59%0.68%Q2 2020Q3 202314
Dakota Wealth Management 14140.04%0.15%0.32%Q2 2020Q3 202314
Northstar Group, Inc. 14140.17%0.23%0.28%Q2 2020Q3 202314
Barry Investment Advisors, LLC 14140.10%2.46%3.17%Q2 2020Q3 202314
Pinnacle Wealth Management Advisory Group, LLC 14140.34%0.51%0.58%Q2 2020Q3 202314
Spectrum Asset Management, Inc. (NB/CA) 14140.09%0.13%0.18%Q2 2020Q3 202314
NorthRock Partners, LLC 14140.07%0.10%0.15%Q2 2020Q3 202314
MITCHELL MCLEOD PUGH & WILLIAMS INC 14140.30%0.45%0.54%Q2 2020Q3 202314
Community Bank, N.A. 14140.31%0.37%0.44%Q2 2020Q3 202314
Summit Financial Wealth Advisors, LLC 14140.07%1.75%3.11%Q2 2020Q3 202314
Peak Asset Management, LLC 14142.07%2.57%3.12%Q2 2020Q3 202314
Blue Chip Partners, LLC 14140.22%0.92%1.92%Q2 2020Q3 202314
Sunbelt Securities, Inc. 14140.15%0.24%0.33%Q2 2020Q3 202314
MV CAPITAL MANAGEMENT, INC. 14140.04%0.05%0.07%Q2 2020Q3 202314
NewEdge Advisors, LLC 14140.08%0.12%0.18%Q2 2020Q3 202314
Cambridge Advisors Inc. 14140.11%0.14%0.17%Q2 2020Q3 202314
AlphaStar Capital Management, LLC 14140.02%0.09%0.56%Q2 2020Q3 202314
Lincoln Capital LLC 14140.07%0.22%1.12%Q2 2020Q3 202314
First Personal Financial Services 14140.03%0.04%0.05%Q2 2020Q3 202314
Cypress Capital Management LLC (WY) 14140.34%0.55%0.86%Q2 2020Q3 202314
True North Advisors, LLC 14140.10%0.29%0.55%Q2 2020Q3 202314
XPONANCE, INC. 14140.11%0.20%0.28%Q2 2020Q3 202314
ROPES WEALTH ADVISORS LLC 14140.15%0.81%1.25%Q2 2020Q3 202314
IFP Advisors, Inc 14140.02%0.04%0.10%Q2 2020Q3 202314
Glassman Wealth Services 14140.04%0.09%0.15%Q2 2020Q3 202314
Roble, Belko & Company, Inc 14140.00%0.00%0.01%Q2 2020Q3 202314
River Wealth Advisors LLC 14140.31%0.38%0.48%Q2 2020Q3 202314
MISSION WEALTH MANAGEMENT, LP 14140.03%0.05%0.06%Q2 2020Q3 202314
Fiduciary Group LLC 14140.51%0.83%1.21%Q2 2020Q3 202314
Wealthspire Advisors, LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
Baird Financial Group, Inc. 14140.18%0.25%0.36%Q2 2020Q3 202314
Lido Advisors, LLC 14140.02%0.02%0.04%Q2 2020Q3 202314
QUADRANT CAPITAL GROUP LLC 14140.09%0.13%0.17%Q2 2020Q3 202314
LGL PARTNERS, LLC 14140.09%0.21%0.45%Q2 2020Q3 202314
First PREMIER Bank 14140.77%0.96%1.09%Q2 2020Q3 202314
BEACON INVESTMENT ADVISORY SERVICES, INC. 14140.38%0.63%0.94%Q2 2020Q3 202314
NWAM LLC 14140.03%0.33%0.69%Q2 2020Q3 202314
Regal Wealth Group, Inc. 14140.35%0.45%0.59%Q2 2020Q3 202314
BigSur Wealth Management LLC 14140.72%1.09%1.36%Q2 2020Q3 202314
Integrated Advisors Network LLC 14140.07%0.28%0.40%Q2 2020Q3 202314
Clarius Group, LLC 14140.06%0.09%0.12%Q2 2020Q3 202314
Sugarloaf Wealth Management, LLC 14140.03%0.03%0.04%Q2 2020Q3 202314
HOME FEDERAL BANK OF TENNESSEE 14141.00%1.21%1.46%Q2 2020Q3 202314
Alpha Omega Wealth Management LLC 14140.15%0.23%0.29%Q2 2020Q3 202314
Coastal Bridge Advisors, LLC 14140.08%0.12%0.18%Q2 2020Q3 202314
Baker Chad R 14140.68%0.87%1.08%Q2 2020Q3 202314
CHARTER RESEARCH & INVESTMENT GROUP, INC. 14141.15%2.64%3.77%Q2 2020Q3 202314
RPG Investment Advisory, LLC 14140.53%1.47%2.16%Q2 2020Q3 202314
Sheaff Brock Investment Advisors, LLC 14140.05%0.10%0.35%Q2 2020Q3 202314
WIMMER ASSOCIATES 1, LLC 14140.19%0.29%0.38%Q2 2020Q3 202314
TRUE Private Wealth Advisors 14140.10%0.47%0.64%Q2 2020Q3 202314
CWA Asset Management Group, LLC 14140.06%0.35%0.64%Q2 2020Q3 202314
Ausdal Financial Partners, Inc. 14140.09%0.13%0.16%Q2 2020Q3 202314
Cornerstone Advisory, LLC 14140.08%0.18%0.50%Q2 2020Q3 202314
Peak Financial Management, Inc. 14140.15%0.19%0.24%Q2 2020Q3 202314
Horan Securities, Inc. 860.10%0.16%0.25%Q1 2020Q3 202314
Douglas Lane & Associates, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 14140.65%0.77%0.92%Q2 2020Q3 202314
Simmons Bank 14140.23%0.37%0.44%Q2 2020Q3 202314
Cable Hill Partners, LLC 14140.05%0.10%0.30%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 14140.08%0.11%0.14%Q2 2020Q3 202314
Nicholas Hoffman & Company, LLC. 14140.05%0.14%0.28%Q2 2020Q3 202314
CHOREO, LLC 14140.04%0.07%0.14%Q2 2020Q3 202314
Transform Wealth, LLC 14140.08%0.10%0.14%Q2 2020Q3 202314
LYELL WEALTH MANAGEMENT, LP 14140.06%0.15%0.78%Q2 2020Q3 202314
REDW Wealth LLC 14140.11%0.13%0.17%Q2 2020Q3 202314
Jacobi Capital Management LLC 14140.13%0.22%0.32%Q2 2020Q3 202314
OneDigital Investment Advisors LLC 14140.06%0.10%0.18%Q2 2020Q3 202314
ELCO Management Co., LLC 14140.57%0.69%0.80%Q2 2020Q3 202314
FLAGSHIP HARBOR ADVISORS, LLC 14140.13%0.16%0.20%Q2 2020Q3 202314
Glenview Trust Co 14140.21%0.31%0.38%Q2 2020Q3 202314
Russell Investments Group, Ltd. 14140.08%0.12%0.19%Q2 2020Q3 202314
ARTHUR M. COHEN & ASSOCIATES, LLC 14140.53%0.70%0.92%Q2 2020Q3 202314
Vantage Financial Partners Ltd., Inc. 14140.35%0.80%1.08%Q2 2020Q3 202314
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 14140.00%0.08%0.80%Q2 2020Q3 202314
PFG Advisors 14140.11%0.48%4.78%Q2 2020Q3 202314
CONCENTRIC WEALTH MANAGEMENT, LLC 14141.33%1.62%1.98%Q2 2020Q3 202314
RB Capital Management, LLC 14140.19%0.29%0.44%Q2 2020Q3 202314
Good Life Advisors, LLC 14140.05%0.07%0.09%Q2 2020Q3 202314
Shepherd Financial Partners LLC 14140.49%0.60%0.68%Q2 2020Q3 202314
Independent Advisor Alliance 14140.00%0.18%0.29%Q2 2020Q3 202314
Cannell & Co. 14140.22%0.50%1.20%Q2 2020Q3 202314
Farmers & Merchants Trust Co of Chambersburg PA 14140.07%0.14%0.20%Q2 2020Q3 202314
IHT Wealth Management, LLC 14140.05%0.09%0.14%Q2 2020Q3 202314
Symmetry Partners, LLC 14140.03%0.06%0.07%Q3 2020Q4 202314
Abbrea Capital, LLC 14140.35%0.44%0.59%Q2 2020Q3 202314
AE Wealth Management LLC 14140.04%0.08%0.13%Q2 2020Q3 202314
Summit X, LLC 14140.30%0.43%0.54%Q2 2020Q3 202314
Marietta Wealth Management, LLC 14140.81%1.00%1.31%Q2 2020Q3 202314
Moloney Securities Asset Management, LLC 14140.08%0.13%0.21%Q2 2020Q3 202314
RITHOLTZ WEALTH MANAGEMENT 14140.04%0.08%0.12%Q2 2020Q3 202314
IFM Investors Pty Ltd 14140.14%0.27%0.36%Q2 2020Q3 202314
McIlrath & Eck, LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Ridgewood Investments LLC 940.01%0.35%0.82%Q2 2020Q3 202314
Heritage Trust Co 14140.05%0.12%0.21%Q2 2020Q3 202314
Crescent Grove Advisors, LLC 14140.04%0.09%0.18%Q2 2020Q3 202314
Garner Asset Management Corp 14140.16%0.21%0.29%Q2 2020Q3 202314
Sage Capital Advisors,llc 14141.15%2.19%2.92%Q2 2020Q3 202314
Beaton Management Co. Inc. 14140.92%1.12%1.32%Q2 2020Q3 202314
Wealth Advisors of Tampa Bay, LLC 14141.25%1.56%1.94%Q2 2020Q3 202314
abrdn plc 14140.06%0.10%0.14%Q2 2020Q3 202314
DeDora Capital, Inc. 14140.28%0.61%0.84%Q2 2020Q3 202314
QVR LLC 430.01%0.10%0.30%Q1 2021Q4 202214
Belpointe Asset Management LLC 14140.07%0.12%0.21%Q2 2020Q3 202314
Successful Portfolios LLC 14140.23%0.28%0.38%Q2 2020Q3 202314
Sawyer & Company, Inc 14140.01%0.01%0.02%Q2 2020Q3 202314
Cito Capital Group, LLC 14140.20%0.57%0.96%Q2 2020Q3 202314
Steward Partners Investment Advisory, LLC 14140.14%0.21%0.29%Q2 2020Q3 202314
Lester Murray Antman dba SimplyRich 14140.42%0.50%0.59%Q2 2020Q3 202314
SeaCrest Wealth Management, LLC 14140.16%0.20%0.31%Q2 2020Q3 202314
IFG Advisory, LLC 14140.19%0.25%0.29%Q2 2020Q3 202314
Kovack Advisors, Inc. 14140.04%0.12%0.39%Q2 2020Q3 202314
Pegasus Asset Management, Inc. 14141.52%1.93%2.51%Q2 2020Q3 202314
X-Square Capital, LLC 14140.74%1.03%1.26%Q2 2020Q3 202314
Holistic Financial Partners 14140.23%0.52%0.84%Q2 2020Q3 202314
Global Trust Asset Management, LLC 14140.37%0.50%0.61%Q2 2020Q3 202314
Uncommon Cents Investing LLC 14141.49%1.90%2.18%Q2 2020Q3 202314
Allied Investment Advisors, LLC 14142.00%2.48%2.94%Q2 2020Q3 202314
Virtue Capital Management, LLC 14140.08%0.20%0.28%Q2 2020Q3 202314
Financial Advocates Investment Management 14140.04%0.07%0.10%Q2 2020Q3 202314
CLIFFORD CAPITAL PARTNERS LLC 14142.66%3.27%3.89%Q2 2020Q3 202314
UNIO CAPITAL LLC 14140.00%0.24%0.32%Q2 2020Q3 202314
Acorn Wealth Advisors, LLC 14140.28%0.35%0.44%Q2 2020Q3 202314
Investors Research Corp 14140.02%0.03%0.04%Q2 2020Q3 202314
Sound Income Strategies, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
Larson Financial Group LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
MGO ONE SEVEN LLC 14140.16%0.30%0.42%Q2 2020Q3 202314
D.B. Root & Company, LLC 14140.28%0.45%0.58%Q2 2020Q3 202314
Steigerwald, Gordon & Koch Inc. 14141.39%2.14%2.66%Q2 2020Q3 202314
CNB Bank 14140.08%0.14%0.16%Q2 2020Q3 202314
Arnhold LLC 14141.38%1.66%1.82%Q2 2020Q3 202314
Centerpoint Advisors, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Cornell Pochily Investment Advisors, Inc. 14140.38%0.47%0.62%Q2 2020Q3 202314
Rice Partnership, LLC 14140.07%0.57%1.67%Q2 2020Q3 202314
Vestmark Advisory Solutions, Inc. 14140.05%0.42%0.60%Q2 2020Q3 202314
Farmers & Merchants Trust Co of Long Beach 14140.15%0.25%0.47%Q2 2020Q3 202314
Integrated Wealth Concepts LLC 14140.08%0.11%0.13%Q2 2020Q3 202314
ISLAY CAPITAL MANAGEMENT, LLC 14140.13%0.35%0.72%Q2 2020Q3 202314
West Branch Capital LLC 14140.12%0.17%0.23%Q2 2020Q3 202314
Silvant Capital Management LLC 14140.01%0.09%0.34%Q2 2020Q3 202314
Rockefeller Capital Management L.P. 14140.10%0.20%0.35%Q2 2020Q3 202314
Chicago Capital, LLC 14140.05%0.06%0.09%Q2 2020Q3 202314
Pflug Koory, LLC 14140.05%0.09%0.19%Q2 2020Q3 202314
VISTA INVESTMENT MANAGEMENT 14140.36%0.47%0.61%Q2 2020Q3 202314
Gifford Fong Associates 14140.15%0.19%0.26%Q2 2020Q3 202314
Retirement Group, LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
GABLES CAPITAL MANAGEMENT INC. 14140.43%0.62%0.73%Q2 2020Q3 202314
Beacon Pointe Advisors, LLC 14140.07%0.18%0.27%Q2 2020Q3 202314
Mount Yale Investment Advisors, LLC 14140.07%0.13%0.17%Q2 2020Q3 202314
JGP Wealth Management, LLC 14140.84%1.24%1.59%Q2 2020Q3 202314
Vectors Research Management, LLC 14140.39%0.55%1.01%Q2 2020Q3 202314
Sepio Capital, LP 14140.19%0.28%0.36%Q2 2020Q3 202314
Cooper Financial Group 14140.09%0.17%0.25%Q2 2020Q3 202314
Exeter Financial, LLC 14140.40%0.60%0.73%Q2 2020Q3 202314
Essex Savings Bank 14140.58%0.81%0.96%Q2 2020Q3 202314
Monte Financial Group, LLC 14142.39%2.80%3.45%Q2 2020Q3 202314
Wambolt & Associates, LLC 14140.36%0.53%0.60%Q2 2020Q3 202314
Laurel Wealth Advisors LLC 14140.36%0.45%0.54%Q2 2020Q3 202314
Principal Street Partners, LLC 14140.06%0.10%0.12%Q2 2020Q3 202314
Costello Asset Management, INC 14140.03%0.29%0.96%Q2 2020Q3 202314
Treasurer of the State of North Carolina 14140.25%0.32%0.39%Q2 2020Q3 202314
TOWNSQUARE CAPITAL LLC 14140.21%0.42%0.64%Q2 2020Q3 202314
Riverstone Advisors, LLC 14142.69%3.39%4.51%Q2 2020Q3 202314
Wealthfront Advisers LLC 14140.01%0.03%0.06%Q2 2020Q3 202314
SlateStone Wealth, LLC 14140.23%0.42%0.75%Q2 2020Q3 202314
Claro Advisors LLC 14140.24%0.63%0.78%Q2 2020Q3 202314
BRANDYWINE OAK PRIVATE WEALTH LLC 14140.06%0.09%0.11%Q2 2020Q3 202314
Geneos Wealth Management Inc. 14140.04%0.06%0.09%Q2 2020Q3 202314
TimeScale Financial, Inc. 14140.00%0.04%0.06%Q1 2020Q2 202314
S.E.E.D. Planning Group LLC 14140.24%0.33%0.57%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.17%0.41%0.61%Q2 2020Q3 202314
MONECO Advisors, LLC 14140.18%0.22%0.25%Q2 2020Q3 202314
Allred Capital Management, LLC 14140.56%0.74%1.03%Q2 2020Q3 202314
FORTEM FINANCIAL GROUP, LLC 14140.36%0.80%1.25%Q2 2020Q3 202314
TrinityPoint Wealth, LLC 14140.35%0.47%0.74%Q2 2020Q3 202314
Private Portfolio Partners LLC 14140.08%0.12%0.17%Q2 2020Q3 202314
GARRISON POINT ADVISORS, LLC 14140.43%0.54%0.71%Q2 2020Q3 202314
Edge Capital Group, LLC 14140.53%0.84%1.02%Q2 2020Q3 202314
VeraBank, N.A. 14140.27%0.46%0.58%Q2 2020Q3 202314
Traverso Chambers Private Wealth Management, LLC 14140.18%0.24%0.29%Q2 2020Q3 202314
London & Capital Asset Management Ltd 14141.97%2.63%3.33%Q2 2020Q3 202314
GYL FINANCIAL SYNERGIES, LLC 14140.08%0.31%0.54%Q2 2020Q3 202314
Global Wealth Management Investment Advisory, Inc. 14140.13%0.27%0.38%Q2 2020Q3 202314
Inscription Capital, LLC 14140.56%0.75%1.24%Q2 2020Q3 202314
Meridian Wealth Advisors, LLC 14140.11%0.17%0.26%Q2 2020Q3 202314
GREAT VALLEY ADVISOR GROUP, INC. 14140.07%0.18%0.27%Q2 2020Q3 202314
Quilter Plc 14140.03%0.05%0.07%Q2 2020Q3 202314
LAKE STREET PRIVATE WEALTH, LLC 14140.11%0.58%0.80%Q2 2020Q3 202314
Prestige Wealth Management Group LLC 14140.05%0.09%0.14%Q2 2020Q3 202314
KMG FIDUCIARY PARTNERS, LLC 14140.63%0.84%1.06%Q2 2020Q3 202314
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 14140.05%0.11%0.17%Q2 2020Q3 202314
Realta Investment Advisors 14140.23%0.29%0.34%Q2 2020Q3 202314
Core Alternative Capital 14140.03%0.54%1.23%Q2 2020Q3 202314
IEQ CAPITAL, LLC 14140.07%0.11%0.13%Q2 2020Q3 202314
Bleichroeder LP 14140.06%0.10%0.13%Q2 2020Q3 202314
Red Door Wealth Management, LLC 14140.12%0.16%0.21%Q2 2020Q3 202314
Marcum Wealth, LLC 14140.08%0.16%0.21%Q2 2020Q3 202314
Sound View Wealth Advisors Group, LLC 14140.19%0.29%0.38%Q2 2020Q3 202314
TBH Global Asset Management, LLC 14140.11%0.21%0.34%Q2 2020Q3 202314
DELTA FINANCIAL ADVISORS LLC 14140.68%1.00%1.26%Q2 2020Q3 202314
Bull Street Advisors, LLC 14140.66%0.81%0.97%Q2 2020Q3 202314
Kingsview Wealth Management, LLC 760.00%0.10%0.14%Q2 2020Q3 202314
Venture Visionary Partners LLC 14140.19%0.84%1.14%Q2 2020Q3 202314
Pavion Blue Capital, LLC 14140.19%0.27%0.34%Q2 2020Q3 202314
Ranch Capital Advisors Inc. 14140.16%0.32%0.70%Q2 2020Q3 202314
EVOKE WEALTH, LLC 14140.02%0.04%0.05%Q2 2020Q3 202314
Banque Cantonale Vaudoise 14140.09%0.18%0.27%Q2 2020Q3 202314
Wealth Alliance 14140.20%0.29%0.40%Q2 2020Q3 202314
ICW Investment Advisors LLC 14140.40%0.58%0.71%Q2 2020Q3 202314
Capital Square, LLC 14140.23%0.32%0.44%Q2 2020Q3 202314
Cedar Mountain Advisors, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
HOEY INVESTMENTS, INC 14140.14%0.20%0.27%Q2 2020Q3 202314
Live Oak Private Wealth LLC 14141.00%1.49%1.96%Q2 2020Q3 202314
Sunburst Financial Group, LLC 14140.12%0.20%0.25%Q2 2020Q3 202314
SkyOak Wealth, LLC 14140.10%0.13%0.17%Q2 2020Q3 202314
XML Financial, LLC 14140.14%0.56%0.91%Q2 2020Q3 202314
TSFG, LLC 14140.02%0.03%0.04%Q2 2020Q3 202314
Laidlaw Wealth Management LLC 14140.13%0.23%0.38%Q2 2020Q3 202314
Symphony Financial, Ltd. Co. 14140.07%0.11%0.17%Q2 2020Q3 202314
Secure Asset Management, LLC 14140.09%0.20%0.37%Q2 2020Q3 202314
Arkadios Wealth Advisors 14140.13%0.23%0.37%Q2 2020Q3 202314
S.A. Mason LLC 14140.34%0.41%0.52%Q2 2020Q3 202314
Great Diamond Partners, LLC 14140.11%0.18%0.24%Q2 2020Q3 202314
Parcion Private Wealth LLC 14140.04%0.16%0.80%Q2 2020Q3 202314
Summit Place Financial Advisors, LLC 14141.45%1.82%2.50%Q2 2020Q3 202314
Apella Capital, LLC 1130.01%0.18%0.51%Q2 2020Q4 202314
Mission Creek Capital Partners, Inc. 14140.24%0.43%0.64%Q2 2020Q3 202314
PBMares Wealth Management LLC 14140.15%0.23%0.44%Q2 2020Q3 202314
Chronos Wealth Management, LLC 14141.71%2.13%2.77%Q2 2020Q3 202314
MADISON WEALTH MANAGEMENT 14140.16%0.19%0.23%Q2 2020Q3 202314
Hummer Financial Advisory Services Inc 14140.53%0.65%0.83%Q2 2020Q3 202314
HighMark Wealth Management LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Stonebridge Financial Planning Group, LLC 14140.42%0.55%0.82%Q2 2020Q3 202314
Soltis Investment Advisors LLC 14140.09%0.12%0.17%Q2 2020Q3 202314
Alhambra Investment Management LLC 14140.36%0.52%0.62%Q2 2020Q3 202314
Visionary Wealth Advisors 14140.02%0.03%0.04%Q2 2020Q3 202314
Mine & Arao Wealth Creation & Management, LLC. 14140.00%0.00%0.01%Q2 2020Q3 202314
MATTERN CAPITAL MANAGEMENT, LLC 14141.06%1.32%1.49%Q2 2020Q3 202314
Capital Advisory Group Advisory Services, LLC 14140.70%1.31%2.07%Q2 2020Q3 202314
Resonant Capital Advisors, LLC 14140.06%0.09%0.13%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.05%0.09%0.12%Q2 2020Q3 202314
Center for Financial Planning, Inc. 14140.03%0.06%0.08%Q2 2020Q3 202314
Keebeck Wealth Management, LLC 14140.35%0.63%0.86%Q2 2020Q3 202314
Citizens National Bank Trust Department 14140.95%1.27%1.59%Q2 2020Q3 202314
Tempus Wealth Planning, LLC 14140.25%0.40%0.53%Q2 2020Q3 202314
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 14140.35%0.46%0.53%Q2 2020Q3 202314
Veracity Capital LLC 14140.10%0.21%0.35%Q2 2020Q3 202314
Rosenberg Matthew Hamilton 14140.06%0.09%0.12%Q2 2020Q3 202314
Prudent Man Advisors, LLC 14140.30%0.44%0.55%Q2 2020Q3 202314
Gleason Group, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
SYNOVUS FINANCIAL CORP 14140.02%0.13%0.16%Q2 2020Q3 202314
Monterey Private Wealth, Inc. 14140.27%0.36%0.45%Q2 2020Q3 202314
FRG Family Wealth Advisors LLC 14140.16%0.21%0.29%Q2 2020Q3 202314
JPMORGAN CHASE & CO 14140.23%0.35%0.47%Q2 2020Q3 202314
DODGE & COX 14141.12%2.05%2.43%Q2 2020Q3 202314
SMITH, MOORE & CO. 14140.06%0.16%0.22%Q2 2020Q3 202314
CINCINNATI FINANCIAL CORP 14140.08%0.14%0.18%Q2 2020Q3 202314
LOWE BROCKENBROUGH & CO INC 14140.43%0.59%0.69%Q2 2020Q3 202314
KING LUTHER CAPITAL MANAGEMENT CORP 14140.02%0.05%0.10%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.15%0.18%0.24%Q2 2020Q3 202314
LOOMIS SAYLES & CO L P 14140.00%0.00%0.00%Q2 2020Q3 202314
GLENMEDE TRUST CO NA 14140.46%0.65%0.80%Q2 2020Q3 202314
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 14140.26%0.34%0.42%Q2 2020Q3 202314
THRIVENT FINANCIAL FOR LUTHERANS 14140.02%0.10%0.18%Q2 2020Q3 202314
PITCAIRN CO 14140.08%0.16%0.23%Q2 2020Q3 202314
FMR LLC 14140.04%0.08%0.11%Q2 2020Q3 202314
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 14140.00%0.79%1.16%Q2 2020Q3 202314
FIL Ltd 14140.00%0.05%0.10%Q2 2020Q3 202314
EQUITABLE TRUST CO 14140.06%0.16%0.25%Q2 2020Q3 202314
SEI INVESTMENTS CO 14140.08%0.14%0.23%Q2 2020Q3 202314
FRED ALGER MANAGEMENT, LLC 14140.00%0.04%0.16%Q2 2020Q3 202314
DIMENSIONAL FUND ADVISORS LP 14140.16%0.20%0.23%Q2 2020Q3 202314
FIDUCIARY TRUST CO 14140.30%0.46%0.53%Q2 2020Q3 202314
FIFTH THIRD BANCORP 14140.19%0.28%0.40%Q2 2020Q3 202314
1ST SOURCE BANK 14140.12%0.14%0.18%Q2 2020Q3 202314
TRUSTCO BANK CORP N Y 14141.04%1.31%1.61%Q2 2020Q3 202314
FIRST NATIONAL BANK OF OMAHA 14140.59%1.09%1.47%Q2 2020Q3 202314
CULLEN/FROST BANKERS, INC. 14140.07%0.16%0.42%Q2 2020Q3 202314
GENERAL AMERICAN INVESTORS CO INC 14141.06%1.43%1.70%Q2 2020Q3 202314
CENTRAL TRUST Co 14140.31%0.50%0.62%Q2 2020Q3 202314
HUNTINGTON NATIONAL BANK 14140.12%0.16%0.20%Q2 2020Q3 202314
CIGNA INVESTMENTS INC /NEW 14140.23%0.31%0.38%Q2 2020Q3 202314
RNC CAPITAL MANAGEMENT LLC 14140.02%0.08%0.26%Q2 2020Q3 202314
AMERICAN INTERNATIONAL GROUP, INC. 14140.12%0.19%0.27%Q2 2020Q3 202314
JENNISON ASSOCIATES LLC 14140.04%0.10%0.16%Q2 2020Q3 202314
LINCOLN NATIONAL CORP 14140.04%0.06%0.08%Q2 2020Q3 202314
OLD NATIONAL BANCORP /IN/ 14140.02%0.07%0.12%Q2 2020Q3 202314
SEARLE & CO. 14140.13%1.29%1.71%Q2 2020Q3 202314
FIRST MERCHANTS CORP 14140.40%0.52%0.67%Q2 2020Q3 202314
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 14140.19%0.28%0.39%Q2 2020Q3 202314
PNC FINANCIAL SERVICES GROUP, INC. 14140.14%0.22%0.29%Q2 2020Q3 202314
OGOREK ANTHONY JOSEPH /NY/ /ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
FIRST FINANCIAL CORP /IN/ 14140.23%0.31%0.36%Q2 2020Q3 202314
ARROW FINANCIAL CORP 14140.07%0.12%0.27%Q2 2020Q3 202314
STIFEL FINANCIAL CORP 14140.18%0.39%0.58%Q2 2020Q3 202314
CITY HOLDING CO 14140.19%0.46%0.56%Q2 2020Q3 202314
FIRST MANHATTAN CO. LLC. 14140.07%0.32%0.46%Q2 2020Q3 202314
LORD, ABBETT & CO. LLC 14140.19%0.82%1.46%Q2 2020Q3 202314
METROPOLITAN LIFE INSURANCE CO/NY 14140.20%0.27%0.38%Q2 2020Q3 202314
NORTHERN TRUST CORP 14140.19%0.24%0.29%Q2 2020Q3 202314
ARS Investment Partners, LLC 14142.16%3.69%4.90%Q2 2020Q3 202314
STOCK YARDS BANK & TRUST CO 14140.06%0.09%0.14%Q2 2020Q3 202314
PINNACLE ASSOCIATES LTD 14140.31%0.40%0.53%Q2 2020Q3 202314
AMERICAN CENTURY COMPANIES INC 14140.09%0.31%0.49%Q2 2020Q3 202314
HANCOCK WHITNEY CORP 14140.04%0.06%0.08%Q2 2020Q3 202314
BAILARD, INC. 14140.01%0.02%0.03%Q2 2020Q3 202314
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 14140.87%1.16%1.52%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
STEPHENS INC /AR/ 14140.13%0.22%0.28%Q2 2020Q3 202314
CITIZENS FINANCIAL GROUP INC/RI 14140.07%0.10%0.13%Q2 2020Q3 202314
STATE OF MICHIGAN RETIREMENT SYSTEM 14140.18%0.26%0.53%Q2 2020Q3 202314
PRIMECAP MANAGEMENT CO/CA/ 14140.02%0.06%0.17%Q2 2020Q3 202314
SouthState Corp 14140.09%0.21%0.95%Q2 2020Q3 202314
Legal & General Group Plc 14140.18%0.24%0.29%Q2 2020Q3 202314
DUFF & PHELPS INVESTMENT MANAGEMENT CO 14140.02%0.02%0.02%Q2 2020Q3 202314
HOWE & RUSLING INC 14141.00%1.58%2.18%Q2 2020Q3 202314
VALLEY NATIONAL ADVISERS INC 14140.00%0.01%0.01%Q2 2020Q3 202314
CARRET ASSET MANAGEMENT, LLC 14140.19%0.25%0.42%Q2 2020Q3 202314
TEACHER RETIREMENT SYSTEM OF TEXAS 14140.05%0.17%0.26%Q2 2020Q3 202314
BECKER CAPITAL MANAGEMENT INC 14141.02%1.18%1.36%Q2 2020Q3 202314
CONNING INC. 14140.04%1.04%1.54%Q2 2020Q3 202314
PRICE T ROWE ASSOCIATES INC /MD/ 14140.02%0.03%0.06%Q2 2020Q3 202314
MERIDIAN MANAGEMENT CO 14140.26%0.35%0.46%Q2 2020Q3 202314
L. Roy Papp & Associates, LLP 14140.14%0.19%0.27%Q2 2020Q3 202314
NEW YORK STATE COMMON RETIREMENT FUND 14140.22%0.27%0.34%Q2 2020Q3 202314
ASSET PLANNING SERVICES INC /LA/ /ADV 14141.82%3.04%3.87%Q2 2020Q3 202314
SUMMIT FINANCIAL GROUP, INC. 14140.84%0.99%1.19%Q2 2020Q3 202314
JONES FINANCIAL COMPANIES LLLP 14140.02%0.02%0.03%Q2 2020Q3 202314
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.01%0.02%0.03%Q2 2020Q3 202314
AMERIPRISE FINANCIAL INC 14140.16%0.33%0.52%Q2 2020Q3 202314
STRS OHIO 14140.13%0.27%0.41%Q2 2020Q3 202314
JOHNSON INVESTMENT COUNSEL INC 14140.03%0.04%0.06%Q2 2020Q3 202314
OPPENHEIMER & CO INC 14140.20%0.27%0.39%Q2 2020Q3 202314
CAMBIAR INVESTORS LLC 14141.15%1.74%2.47%Q2 2020Q3 202314
WHITENER CAPITAL MANAGEMENT, INC. 14140.11%0.32%0.76%Q2 2020Q3 202314
CAPITAL MANAGEMENT ASSOCIATES /NY/ 14140.64%1.30%2.83%Q2 2020Q3 202314
MONTAG A & ASSOCIATES INC 14140.10%0.13%0.18%Q2 2020Q3 202314
ST GERMAIN D J CO INC 1130.03%0.07%0.09%Q2 2020Q4 202314
CRAWFORD INVESTMENT COUNSEL INC 14141.18%1.43%1.69%Q2 2020Q3 202314
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 14140.05%0.10%0.20%Q2 2020Q3 202314
Clearstead Advisors, LLC 14140.11%0.13%0.17%Q2 2020Q3 202314
Haverford Trust Co 14141.24%2.00%2.51%Q2 2020Q3 202314
Fisher Asset Management, LLC 14140.27%0.42%0.60%Q2 2020Q3 202314
COMMERZBANK AKTIENGESELLSCHAFT /FI 14140.01%0.16%0.60%Q2 2020Q3 202314
STATE OF WISCONSIN INVESTMENT BOARD 14140.18%0.26%0.31%Q2 2020Q3 202314
KLINGENSTEIN FIELDS & CO LP 14141.14%1.50%1.94%Q2 2020Q3 202314
HIGHLAND CAPITAL MANAGEMENT, LLC 14140.46%0.70%0.92%Q2 2020Q3 202314
CAPITAL ADVISORS INC/OK 14140.02%0.03%0.04%Q2 2020Q3 202314
UBS ASSET MANAGEMENT AMERICAS INC 14140.14%0.19%0.26%Q2 2020Q3 202314
WASHINGTON TRUST BANK 14140.03%0.06%0.09%Q2 2020Q3 202314
TOTH FINANCIAL ADVISORY CORP 1030.00%0.04%0.14%Q2 2020Q3 202314
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 14140.23%0.34%0.44%Q2 2020Q3 202314
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14140.07%0.59%1.29%Q2 2020Q3 202314
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 14140.10%0.14%0.23%Q2 2020Q3 202314
BAHL & GAYNOR INC 14140.09%0.27%0.86%Q2 2020Q3 202314
TANDEM CAPITAL MANAGEMENT CORP /ADV 14140.42%0.65%1.00%Q2 2020Q3 202314
CAMPBELL NEWMAN ASSET MANAGEMENT INC 14141.72%3.17%4.16%Q2 2020Q3 202314
WENDELL DAVID ASSOCIATES INC 14140.51%0.65%0.83%Q2 2020Q3 202314
GRIFFIN ASSET MANAGEMENT, INC. 14140.19%0.29%0.38%Q2 2020Q3 202314
Atlantic Union Bankshares Corp 14140.02%0.71%0.97%Q2 2020Q3 202314
TOCQUEVILLE ASSET MANAGEMENT L.P. 14140.39%0.49%0.61%Q2 2020Q3 202314
SALEM INVESTMENT COUNSELORS INC 14140.58%0.85%1.04%Q2 2020Q3 202314
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.22%0.34%0.40%Q2 2020Q3 202314
CONNORS INVESTOR SERVICES INC 14140.84%1.79%2.36%Q2 2020Q3 202314
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 14140.70%0.87%1.07%Q2 2020Q3 202314
DAVENPORT & Co LLC 14140.04%0.08%0.28%Q2 2020Q3 202314
FACTORY MUTUAL INSURANCE CO 14140.34%0.72%0.86%Q2 2020Q3 202314
SENTRY INVESTMENT MANAGEMENT LLC 14140.11%0.35%0.46%Q2 2020Q3 202314
DAVIS R M INC 14140.70%0.83%1.01%Q2 2020Q3 202314
CENTAURUS FINANCIAL, INC. 14140.04%0.11%0.20%Q2 2020Q3 202314
DELTA CAPITAL MANAGEMENT LLC 14141.23%1.47%1.74%Q2 2020Q3 202314
MORGAN STANLEY 14140.20%0.29%0.37%Q2 2020Q3 202314
KORNITZER CAPITAL MANAGEMENT INC /KS 14140.06%0.08%0.16%Q2 2020Q3 202314
ALLSTATE CORP 14140.02%0.11%0.23%Q2 2020Q3 202314
BRYN MAWR TRUST Co 14140.08%0.13%0.44%Q2 2020Q3 202314
WELLINGTON MANAGEMENT GROUP LLP 14140.52%0.78%0.93%Q2 2020Q3 202314
BLAIR WILLIAM & CO/IL 14140.06%0.09%0.13%Q2 2020Q3 202314
OLD SECOND NATIONAL BANK OF AURORA 14140.04%0.05%0.07%Q2 2020Q3 202314
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 14140.15%0.23%0.28%Q2 2020Q3 202314
Invesco Ltd. 14140.16%0.31%0.48%Q2 2020Q3 202314
CONNABLE OFFICE INC 14140.26%0.43%0.56%Q2 2020Q3 202314
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 14141.40%1.77%2.10%Q2 2020Q3 202314
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 14140.17%0.22%0.29%Q2 2020Q3 202314
AMALGAMATED BANK 14140.21%0.28%0.34%Q2 2020Q3 202314
MACKENZIE FINANCIAL CORP 14140.03%0.09%0.29%Q2 2020Q3 202314
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 14140.15%0.19%0.26%Q2 2020Q3 202314
TRUIST FINANCIAL CORP 14140.22%0.28%0.36%Q2 2020Q3 202314
HARTFORD INVESTMENT MANAGEMENT CO 14140.29%0.36%0.44%Q2 2020Q3 202314
VALLEY WEALTH MANAGERS, INC. 14140.01%0.03%0.05%Q2 2020Q3 202314
AVITY INVESTMENT MANAGEMENT INC. 14140.02%1.73%3.96%Q2 2020Q3 202314
MANUFACTURERS LIFE INSURANCE COMPANY, THE 14140.08%0.16%0.23%Q2 2020Q3 202314
HM PAYSON & CO 14140.30%1.17%1.58%Q2 2020Q3 202314
GUYASUTA INVESTMENT ADVISORS INC 14140.03%0.07%0.14%Q2 2020Q3 202314
SKBA CAPITAL MANAGEMENT LLC 14141.48%2.69%3.57%Q2 2020Q3 202314
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14140.07%0.11%0.18%Q2 2020Q3 202314
UMB Bank, n.a. 14140.14%0.25%0.53%Q2 2020Q3 202314
WEATHERLY ASSET MANAGEMENT L. P. 14140.19%0.30%0.39%Q2 2020Q3 202314
Matthew Goff Investment Advisor, LLC 14140.78%1.08%1.38%Q2 2020Q3 202314
FRONT BARNETT ASSOCIATES LLC 14141.34%1.98%2.72%Q2 2020Q3 202314
STATE STREET CORP 14140.48%0.62%0.75%Q2 2020Q3 202314
HERITAGE INVESTORS MANAGEMENT CORP 14140.85%0.99%1.16%Q2 2020Q3 202314
FAYEZ SAROFIM & CO 14140.42%0.55%0.79%Q2 2020Q3 202314
SUMITOMO LIFE INSURANCE CO 14140.04%0.11%0.21%Q2 2020Q3 202314
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 14140.25%0.31%0.40%Q2 2020Q3 202314
MOODY LYNN & LIEBERSON, LLC 14140.13%0.36%0.69%Q2 2020Q3 202314
MONARCH CAPITAL MANAGEMENT INC/ 14140.38%0.50%0.75%Q2 2020Q3 202314
LEE DANNER & BASS INC 14140.60%0.81%1.02%Q2 2020Q3 202314
BURNEY CO/ 14140.51%0.78%1.05%Q2 2020Q3 202314
TORONTO DOMINION BANK 14140.00%0.12%0.24%Q2 2020Q3 202314
Olstein Capital Management, L.P. 14140.58%1.01%1.31%Q2 2020Q3 202314
DEUTSCHE BANK AG\ 14140.07%0.22%0.42%Q2 2020Q3 202314
BERKSHIRE ASSET MANAGEMENT LLC/PA 14140.10%0.12%0.14%Q2 2020Q3 202314
FINANCIAL COUNSELORS INC 14140.53%0.75%0.97%Q2 2020Q3 202314
Hollow Brook Wealth Management LLC 13130.95%1.33%1.61%Q2 2020Q2 202313
Baker Ellis Asset Management LLC 1210.66%0.90%1.15%Q2 2020Q3 202313
TRUST CO OF OKLAHOMA 13130.75%1.22%1.58%Q3 2020Q3 202313
Lokken Investment Group LLC 1210.30%0.39%0.52%Q1 2012Q3 202313
RiverGlades Family Offices LLC 940.23%0.27%0.33%Q2 2020Q3 202313
Advisors Capital Management, LLC 13130.58%0.73%1.14%Q2 2020Q2 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.08%0.44%0.86%Q3 2020Q3 202313
Illinois Municipal Retirement Fund 13130.05%0.07%0.10%Q3 2020Q3 202313
MERCER GLOBAL ADVISORS INC /ADV 1210.03%0.07%0.10%Q2 2020Q3 202313
Keudell/Morrison Wealth Management 1210.39%0.60%0.82%Q2 2020Q3 202313
ROCKLAND TRUST CO 13130.06%0.43%1.51%Q3 2020Q3 202313
VICUS CAPITAL 850.03%0.05%0.11%Q1 2020Q3 202313
DIVIDEND ASSETS CAPITAL, LLC 1120.27%0.57%1.01%Q2 2020Q3 202313
Wealth Alliance Advisory Group, LLC 13130.43%0.72%0.82%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.02%0.04%0.08%Q3 2020Q3 202313
HHM Wealth Advisors, LLC 1030.02%0.04%0.05%Q2 2020Q3 202313
Global Retirement Partners, LLC 760.05%0.13%0.17%Q2 2020Q3 202313
CAPITAL CITY TRUST CO/FL 1210.38%0.68%0.90%Q2 2020Q3 202313
GERMAN AMERICAN BANCORP, INC. 13130.27%0.35%0.42%Q3 2020Q3 202313
Covenant Asset Management, LLC 940.09%0.31%0.99%Q2 2020Q3 202313
Tranquility Partners, LLC 760.12%0.22%0.32%Q2 2020Q3 202313
HCR Wealth Advisors 13130.04%0.06%0.07%Q3 2020Q3 202313
SignalPoint Asset Management, LLC 13130.10%0.16%0.20%Q3 2020Q3 202313
SRS Capital Advisors, Inc. 1030.01%0.04%0.05%Q2 2020Q3 202313
CVA Family Office, LLC 1030.09%0.16%0.22%Q2 2020Q3 202313
PIN OAK INVESTMENT ADVISORS INC 850.01%0.07%0.28%Q2 2020Q3 202313
Jacobsen Capital Management 13130.15%0.46%0.65%Q3 2020Q3 202313
ATLAS CAPITAL ADVISORS LLC 1120.07%0.09%0.10%Q2 2020Q3 202313
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1030.45%0.69%0.80%Q2 2020Q3 202313
HALL CAPITAL MANAGEMENT CO INC 1030.19%0.26%0.40%Q2 2020Q3 202313
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1210.00%0.00%0.00%Q2 2020Q3 202313
Oliver Luxxe Assets LLC 13130.54%0.82%1.13%Q2 2020Q2 202313
Founders Financial Alliance, LLC 13130.28%0.38%0.50%Q3 2020Q3 202313
Intercontinental Wealth Advisors, LLC 13130.22%0.32%0.46%Q2 2020Q2 202313
VESTOR CAPITAL, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
Asio Capital, LLC 760.74%0.92%1.24%Q2 2020Q3 202313
Bank Julius Baer & Co. Ltd, Zurich 13130.03%0.04%0.06%Q3 2020Q3 202313
Sunflower Bank, N.A. 13130.10%0.12%0.16%Q3 2020Q3 202313
Leisure Capital Management 1210.13%0.18%0.21%Q2 2020Q3 202313
Busey Bank 13130.55%0.68%0.81%Q3 2020Q3 202313
Clearstead Trust, LLC 1030.07%0.10%0.14%Q2 2020Q3 202313
Godshalk Welsh Capital Management, Inc. 13130.40%0.47%0.55%Q3 2020Q3 202313
Cheviot Value Management, LLC 13130.05%0.07%0.08%Q3 2020Q3 202313
SteelPeak Wealth, LLC 760.02%0.10%0.75%Q2 2020Q3 202313
Accredited Investors Inc. 1210.02%0.03%0.04%Q2 2020Q3 202313
ALTFEST L J & CO INC 13130.08%0.18%0.53%Q3 2020Q3 202313
Snowden Capital Advisors LLC 850.14%0.29%0.39%Q2 2020Q3 202313
J.P. Marvel Investment Advisors, LLC 13130.97%1.22%1.57%Q2 2020Q2 202313
BAR HARBOR WEALTH MANAGEMENT 13130.12%0.17%0.20%Q3 2020Q3 202313
Covenant Partners, LLC 1120.10%0.21%0.31%Q2 2020Q3 202313
Meridian Wealth Management, LLC 13130.09%0.24%0.51%Q3 2020Q3 202313
Thomasville National Bank 1031.28%1.58%2.06%Q2 2020Q3 202313
Waverly Advisors, LLC 1210.02%0.04%0.05%Q2 2020Q3 202313
Verdence Capital Advisors LLC 760.10%0.21%0.28%Q2 2020Q3 202313
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1120.10%0.16%0.24%Q2 2020Q3 202313
Vigilant Capital Management, LLC 13130.04%0.29%1.55%Q2 2020Q2 202313
TIAA, FSB 13130.04%0.07%0.11%Q2 2020Q2 202313
Providence Capital Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
DUBUQUE BANK & TRUST CO 13130.92%1.42%1.68%Q3 2020Q3 202313
Rehmann Capital Advisory Group 1210.05%0.07%0.08%Q2 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.42%0.71%0.83%Q3 2020Q3 202313
Veritable, L.P. 13130.10%0.12%0.14%Q2 2020Q2 202313
Patten Group, Inc. 13130.56%0.97%1.22%Q3 2020Q3 202313
INGALLS & SNYDER LLC 1210.62%0.79%1.04%Q2 2020Q3 202313
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 13130.04%0.06%0.08%Q3 2020Q3 202313
BELLEVUE ASSET MANAGEMENT, LLC 13130.00%0.09%0.15%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.15%0.19%0.24%Q3 2020Q3 202313
Camelot Portfolios, LLC 13130.11%0.15%0.24%Q2 2020Q2 202313
Formidable Asset Management, LLC 940.11%0.14%0.17%Q2 2020Q3 202313
Bremer Bank National Association 13130.04%0.13%0.33%Q3 2020Q3 202313
ADAGE CAPITAL PARTNERS GP, L.L.C. 940.05%0.20%0.44%Q2 2020Q3 202313
Wesleyan Assurance Society 13130.92%1.27%1.58%Q3 2020Q3 202313
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13131.45%1.99%2.55%Q2 2020Q2 202313
Banco de Sabadell, S.A 13130.01%0.04%0.10%Q3 2020Q3 202313
Assenagon Asset Management S.A. 1120.00%0.20%0.67%Q2 2020Q3 202313
Enterprise Bank & Trust Co 13130.10%0.13%0.17%Q3 2020Q3 202313
Sowell Financial Services LLC 940.05%0.09%0.17%Q1 2020Q3 202313
Radnor Capital Management, LLC 850.18%0.31%0.88%Q2 2020Q3 202313
COMERICA BANK 1120.00%0.28%0.36%Q2 2020Q3 202313
FORBES J M & CO LLP 940.07%0.09%0.12%Q2 2020Q3 202313
Bedel Financial Consulting, Inc. 13130.09%0.13%0.16%Q2 2020Q2 202313
Argyle Capital Management Inc. 761.55%1.83%2.06%Q2 2020Q3 202313
Auxano Advisors, LLC 13130.18%0.37%0.58%Q3 2020Q3 202313
ROCKY MOUNTAIN ADVISERS, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
Horizon Investments, LLC 13130.04%0.23%2.10%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.03%0.06%0.07%Q3 2020Q3 202313
FARMERS & MERCHANTS INVESTMENTS INC 13130.24%0.35%0.46%Q3 2020Q3 202313
WHITTIER TRUST CO OF NEVADA INC 940.30%0.41%0.55%Q2 2020Q3 202313
Connecticut Wealth Management, LLC 1121.09%4.37%7.41%Q2 2020Q3 202313
TEXAS CAPITAL BANCSHARES INC/TX 1120.16%0.25%0.37%Q2 2020Q3 202313
Advisors Asset Management, Inc. 940.16%0.21%0.24%Q2 2020Q3 202313
ZWJ INVESTMENT COUNSEL INC 1030.07%0.09%0.11%Q2 2020Q3 202313
Oak Grove Capital LLC 1120.18%1.08%2.05%Q2 2020Q3 202313
Bank OZK 13130.12%0.17%0.22%Q2 2020Q2 202313
Foyston, Gordon, & Payne Inc 1120.33%1.57%3.16%Q2 2020Q3 202313
Lehman & Derafelo Financial Resources LLC 11110.06%0.11%0.43%Q2 2020Q4 202213
Wolff Financial Management LLC 850.14%0.22%0.47%Q1 2020Q3 202313
ProShare Advisors LLC 1030.05%0.16%0.54%Q2 2020Q3 202313
VAN ECK ASSOCIATES CORP 1030.00%0.18%0.37%Q1 2020Q3 202313
Westhampton Capital, LLC 761.09%1.40%1.70%Q2 2020Q3 202313
Western Wealth Management, LLC 850.04%0.09%0.13%Q2 2020Q3 202313
Buckley Wealth Management, LLC 13130.14%0.41%0.75%Q2 2020Q2 202313
Carnegie Capital Asset Management, LLC 760.17%0.26%0.38%Q2 2020Q3 202313
CGN Advisors LLC 13130.10%0.21%0.33%Q4 2020Q4 202313
Winthrop Advisory Group LLC 1210.04%0.06%0.07%Q2 2020Q3 202313
Legacy Financial Advisors, Inc. 13130.05%0.19%0.26%Q3 2020Q3 202313
1832 Asset Management L.P. 13130.01%0.08%0.19%Q3 2020Q3 202313
First National Bank of South Miami 13130.08%0.11%0.15%Q2 2020Q2 202313
Meiji Yasuda Life Insurance Co 13130.04%0.06%0.10%Q2 2020Q2 202313
Zions Bancorporation, N.A. 13130.11%0.20%0.32%Q3 2020Q3 202313
SPRENG CAPITAL MANAGEMENT, INC. 13130.19%0.25%0.35%Q2 2020Q2 202313
DELTA ASSET MANAGEMENT LLC/TN 13130.86%1.14%1.40%Q3 2020Q3 202313
Frisch Financial Group, Inc. 1210.14%0.15%0.18%Q2 2020Q3 202313
Harvest Fund Management Co., Ltd 13130.00%0.02%0.06%Q2 2020Q2 202313
Marquette Asset Management, LLC 1120.00%0.01%0.07%Q2 2020Q3 202313
Mutual Advisors, LLC 940.06%0.10%0.16%Q2 2020Q3 202313
Hanson & Doremus Investment Management 850.05%0.07%0.09%Q2 2020Q3 202313
BDO Wealth Advisors, LLC 13130.14%0.20%0.27%Q2 2020Q2 202313
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1030.00%0.20%0.60%Q2 2020Q3 202313
GARLAND CAPITAL MANAGEMENT INC 942.00%2.38%2.74%Q2 2020Q3 202313
Crewe Advisors LLC 13130.06%0.08%0.11%Q2 2020Q2 202313
Lee Financial Co 1030.00%0.01%0.03%Q2 2020Q3 202313
ASSOCIATED BANC-CORP 1030.16%0.21%0.26%Q2 2020Q3 202313
Legacy Bridge, LLC 13130.53%0.98%1.44%Q2 2020Q2 202313
First Command Financial Services, Inc. 13130.10%0.18%0.29%Q2 2020Q2 202313
D'Orazio & Associates, Inc. 13130.10%0.12%0.14%Q2 2020Q2 202313
180 WEALTH ADVISORS, LLC 13130.29%0.58%0.74%Q2 2020Q2 202313
Aberdeen Wealth Management LLC 1210.40%0.53%0.67%Q2 2020Q3 202313
Menard Financial Group LLC 13130.35%0.53%0.85%Q2 2020Q2 202313
Moisand Fitzgerald Tamayo, LLC 760.00%0.01%0.02%Q2 2020Q3 202313
Vanguard Personalized Indexing Management, LLC 1120.16%0.26%0.36%Q2 2020Q3 202313
FAS Wealth Partners, Inc. 1210.06%0.07%0.10%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.12%0.26%0.46%Q3 2020Q3 202313
Mathes Company, Inc. 1120.09%0.12%0.15%Q2 2020Q3 202313
VAUGHAN DAVID INVESTMENTS LLC/IL 13130.01%0.02%0.02%Q2 2020Q2 202313
Parkside Investments, LLC 13130.06%0.19%0.38%Q2 2020Q2 202313
Hosking Partners LLP 13130.09%0.23%0.29%Q2 2020Q2 202313
FDx Advisors, Inc. 760.12%0.25%0.48%Q2 2020Q3 202313
PEOPLES BANK /OH 13130.12%0.15%0.24%Q2 2020Q2 202313
SIT INVESTMENT ASSOCIATES INC 1120.00%0.09%0.32%Q2 2020Q3 202313
LEVIN CAPITAL STRATEGIES, L.P. 13130.06%0.08%0.11%Q3 2020Q3 202313
CHATHAM CAPITAL GROUP, INC. 1210.04%0.06%0.07%Q2 2020Q3 202313
First Command Bank 13130.10%0.19%0.29%Q2 2020Q2 202313
Kistler-Tiffany Companies, LLC 13130.17%0.24%0.29%Q2 2020Q2 202313
THOMAS WHITE INTERNATIONAL LTD 13130.07%0.10%0.14%Q2 2020Q2 202313
ALPINE WOODS CAPITAL INVESTORS, LLC 13130.79%1.09%1.50%Q2 2020Q2 202313
Orion Portfolio Solutions, LLC 940.02%0.05%0.13%Q2 2020Q3 202313
HALL LAURIE J TRUSTEE 13130.02%0.04%0.12%Q3 2020Q3 202313
Gratus Capital, LLC 13131.04%1.52%2.04%Q3 2020Q3 202313
NICOLET BANKSHARES INC 760.07%0.11%0.13%Q2 2020Q3 202313
PRELUDE CAPITAL MANAGEMENT, LLC 530.00%0.01%0.04%Q2 2020Q3 202313
Greylin Investment Management, Inc 13130.23%0.86%1.35%Q3 2020Q3 202313
BOKF, NA 940.12%0.24%0.40%Q2 2020Q3 202313
CWS Financial Advisors, LLC 850.13%0.22%0.28%Q2 2020Q3 202313
Capital Advisors, Ltd. LLC 13130.02%0.03%0.03%Q3 2020Q3 202313
Certified Advisory Corp 1120.02%0.05%0.06%Q1 2020Q3 202313
MOODY NATIONAL BANK TRUST DIVISION 13130.06%0.18%0.26%Q3 2020Q3 202313
HOHIMER WEALTH MANAGEMENT, LLC 13130.54%0.77%0.97%Q3 2020Q3 202313
Waldron Private Wealth LLC 13130.07%0.08%0.10%Q3 2020Q3 202313
Financial Advisors, LLC 13130.10%0.16%0.20%Q3 2020Q3 202313
DIMENSION CAPITAL MANAGEMENT LLC 1120.08%0.09%0.11%Q2 2020Q3 202313
Seelaus Asset Management LLC 13130.16%0.64%1.32%Q2 2020Q2 202313
FIRST HAWAIIAN BANK 13130.08%0.17%0.27%Q3 2020Q3 202313
E&G Advisors, LP 13130.13%0.17%0.23%Q3 2020Q3 202313
Norinchukin Bank, The 1030.10%0.16%0.23%Q2 2020Q3 202313
RMB Capital Management, LLC 1030.11%0.27%0.52%Q2 2020Q3 202313
Adero Partners, LLC 1120.04%0.12%0.36%Q2 2020Q3 202313
DONALDSON CAPITAL MANAGEMENT, LLC 13130.06%1.26%1.94%Q3 2020Q3 202313
RIVER GLOBAL INVESTORS LLP 13130.27%0.47%0.80%Q2 2020Q2 202313
Newbridge Financial Services Group, Inc. 13130.09%0.14%0.19%Q3 2020Q3 202313
CYPRESS ASSET MANAGEMENT INC/TX 13130.66%0.92%1.34%Q2 2020Q2 202313
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1210.13%0.28%0.66%Q2 2020Q3 202313
WEBSTER BANK, N. A. 13130.39%0.51%0.66%Q3 2020Q3 202313
Founders Capital Management 13132.02%2.59%3.43%Q4 2020Q4 202313
Oak Asset Management, LLC 852.22%2.74%3.43%Q2 2020Q3 202313
PineBridge Investments, L.P. 13130.00%0.12%0.32%Q2 2020Q2 202313
MML INVESTORS SERVICES, LLC 1120.14%0.18%0.26%Q2 2020Q3 202313
SHAYNE & JACOBS, LLC 1120.33%0.63%0.78%Q2 2020Q3 202313
PrairieView Partners, LLC 13130.02%0.02%0.02%Q2 2020Q2 202313
ROYAL LONDON ASSET MANAGEMENT LTD 1210.14%0.20%0.29%Q2 2020Q3 202313
Bigelow Investment Advisors, LLC 760.21%0.58%0.92%Q2 2020Q3 202313
NJ State Employees Deferred Compensation Plan 1210.45%0.57%0.67%Q2 2020Q3 202313
TWIN CAPITAL MANAGEMENT INC 13130.14%0.24%0.35%Q2 2020Q2 202313
State of New Jersey Common Pension Fund D 940.22%0.27%0.33%Q2 2020Q3 202313
ATTICUS WEALTH MANAGEMENT, LLC 850.01%0.04%0.10%Q2 2020Q3 202313
Rossmore Private Capital 13130.81%1.02%1.24%Q3 2020Q3 202313
BBR PARTNERS, LLC 940.02%0.04%0.07%Q2 2020Q3 202313
Aries Wealth Management 760.34%0.43%0.53%Q2 2020Q3 202313
BerganKDV Wealth Management, LLC 13130.04%0.09%0.17%Q2 2020Q2 202313
Bridgecreek Investment Management, LLC 13130.50%0.95%1.52%Q2 2020Q2 202313
Avantax Planning Partners, Inc. 1120.03%0.04%0.06%Q2 2020Q3 202313
Quadrant Private Wealth Management, LLC 940.12%0.19%0.25%Q2 2020Q3 202313
Bristlecone Advisors, LLC 940.22%0.31%0.40%Q2 2020Q3 202313
Ratan Capital Management LP 13130.06%0.66%1.30%Q3 2020Q3 202313
WESBANCO BANK INC 1120.59%0.82%1.01%Q2 2020Q3 202313
New Jersey Better Educational Savings Trust 13130.56%0.85%1.10%Q3 2020Q3 202313
Daiwa Securities Group Inc. 13130.04%0.06%0.08%Q3 2020Q3 202313
BANK OF NOVA SCOTIA TRUST CO 13130.09%0.20%0.27%Q3 2020Q3 202313
MPS Loria Financial Planners, LLC 850.12%0.16%0.20%Q2 2020Q3 202313
DOHENY ASSET MANAGEMENT /CA 850.16%0.23%0.37%Q2 2020Q3 202313
Johnson Financial Group, Inc. 13130.01%0.03%0.05%Q3 2020Q3 202313
REGIONS FINANCIAL CORP 13130.16%0.32%0.52%Q3 2020Q3 202313
Sterling Investment Advisors, Ltd. 1210.05%0.08%0.13%Q2 2020Q3 202313
Endurance Wealth Management, Inc. 13130.02%0.10%0.18%Q2 2020Q2 202313
ROBERTS GLORE & CO INC /IL/ 13130.60%0.77%0.95%Q3 2020Q3 202313
Americana Partners, LLC 1210.15%0.85%1.50%Q2 2020Q3 202313
Eastover Investment Advisors LLC 13132.11%2.88%3.48%Q3 2020Q3 202313
DUPONT CAPITAL MANAGEMENT CORP 13130.06%0.25%0.49%Q2 2020Q2 202313
Martin Capital Partners, LLC 13131.78%2.18%2.53%Q2 2020Q2 202313
WHITTIER TRUST CO 940.31%0.44%0.58%Q2 2020Q3 202313
Family Firm, Inc. 1210.07%0.09%0.10%Q2 2020Q3 202313
Solstein Capital, LLC 1120.06%0.11%0.22%Q2 2020Q3 202313
MCF Advisors LLC 760.06%0.07%0.09%Q2 2020Q3 202313
Northwest Bancshares, Inc. 850.12%0.42%1.34%Q2 2020Q3 202313
Keeley-Teton Advisors, LLC 13130.05%0.12%0.16%Q2 2020Q2 202313
Kovitz Investment Group Partners, LLC 13130.01%0.01%0.02%Q2 2020Q2 202313
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 850.15%0.30%0.57%Q2 2020Q3 202313
Essex Financial Services, Inc. 13130.41%0.56%0.78%Q3 2020Q3 202313
FULTON BREAKEFIELD BROENNIMAN LLC 760.78%0.98%1.09%Q2 2020Q3 202313
Apollon Wealth Management, LLC 1210.09%0.19%0.28%Q2 2020Q3 202313
SCHOLTZ & COMPANY, LLC 13131.07%3.57%6.00%Q2 2020Q2 202313
Stack Financial Management, Inc 13132.12%3.19%4.54%Q2 2020Q2 202313
Cornerstone Wealth Management, LLC 1030.05%0.06%0.09%Q2 2020Q3 202313
Fort Sheridan Advisors LLC 13130.13%0.27%0.37%Q3 2020Q3 202313
SCOTIA CAPITAL INC. 13130.04%0.10%0.13%Q3 2020Q3 202313
BRADLEY FOSTER & SARGENT INC/CT 13130.48%1.20%1.70%Q3 2020Q3 202313
AXA S.A. 13130.00%0.05%0.20%Q2 2020Q2 202313
EagleClaw Capital Managment, LLC 13130.09%0.30%0.57%Q2 2020Q2 202313
PRUDENTIAL PLC 850.04%0.17%0.44%Q2 2020Q3 202313
WEALTHSOURCE PARTNERS, LLC 760.03%0.06%0.08%Q2 2020Q3 202313
COLDSTREAM CAPITAL MANAGEMENT INC 940.03%0.10%0.24%Q2 2020Q3 202313
PAX Financial Group, LLC 1030.09%0.17%0.23%Q2 2020Q3 202313
Avion Wealth 13130.04%0.05%0.06%Q2 2020Q2 202313
Wealthcare Advisory Partners LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
Gilman Hill Asset Management, LLC 13130.06%0.10%0.14%Q3 2020Q3 202313
St. Louis Trust Co 1120.11%0.17%0.22%Q2 2020Q3 202313
Pacific Center for Financial Services 1030.01%0.01%0.01%Q2 2020Q3 202313
SECURITY NATIONAL BANK OF SO DAK 1120.92%1.26%1.80%Q2 2020Q3 202313
Xcel Wealth Management, LLC 13130.80%1.15%1.44%Q3 2020Q3 202313
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1120.67%0.93%1.19%Q2 2020Q3 202313
TFG Advisers LLC 13130.16%0.20%0.25%Q3 2020Q3 202313
Intellectus Partners, LLC 760.10%0.15%0.27%Q2 2020Q3 202313
PERSONAL CFO SOLUTIONS, LLC 850.14%0.24%0.34%Q2 2020Q3 202313
NBT BANK N A /NY 13130.61%0.80%0.96%Q3 2020Q3 202313
Beck Bode, LLC 1120.10%0.16%0.24%Q2 2020Q3 202313
PFS INVESTMENTS INC. 13130.16%0.23%0.29%Q2 2020Q2 202313
BANK OF NOVA SCOTIA 13130.04%0.14%0.40%Q3 2020Q3 202313
Flaharty Asset Management, LLC 940.04%0.06%0.09%Q2 2020Q3 202313
Aveo Capital Partners, LLC 1110.04%0.07%0.20%Q3 2020Q3 202312
Gladstone Institutional Advisory LLC 12120.05%0.15%0.20%Q4 2020Q3 202312
Rede Wealth, LLC 12120.12%0.19%0.22%Q4 2020Q3 202312
Terra Nova Asset Management LLC 12120.36%0.50%0.68%Q4 2020Q3 202312
Krilogy Financial LLC 12120.04%0.05%0.06%Q2 2020Q1 202312
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 620.06%0.12%0.18%Q2 2020Q3 202312
Elk River Wealth Management, LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
V Wealth Advisors LLC 1110.09%0.11%0.17%Q2 2020Q2 202312
Signet Investment Advisory Group, Inc. 12120.25%0.32%0.38%Q4 2020Q3 202312
First Dallas Securities Inc. 12120.16%0.24%0.39%Q3 2020Q2 202312
WEDGEWOOD INVESTORS INC /PA/ 12120.56%0.70%0.83%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.66%1.14%1.33%Q4 2020Q3 202312
FORT PITT CAPITAL GROUP, LLC 12121.05%1.73%2.32%Q4 2020Q3 202312
SANDERS MORRIS HARRIS LLC 1020.14%0.19%0.37%Q3 2020Q3 202312
Magnus Financial Group LLC 1010.02%0.11%0.18%Q2 2020Q3 202312
StrategIQ Financial Group, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
COMPTON CAPITAL MANAGEMENT INC /RI 12120.56%0.91%1.22%Q2 2020Q1 202312
AllGen Financial Advisors, Inc. 12120.64%1.51%2.04%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.06%0.08%0.10%Q4 2020Q3 202312
Laurel Wealth Advisors, Inc. 12120.10%0.14%0.18%Q1 2020Q4 202212
Old Port Advisors 910.08%0.14%0.18%Q2 2020Q3 202312
Canal Capital Management, LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1110.04%0.28%0.52%Q3 2020Q3 202312
Quantinno Capital Management LP 12120.10%0.29%0.55%Q4 2020Q3 202312
LITTLE HOUSE CAPITAL LLC 930.38%1.18%1.44%Q2 2020Q2 202312
Charter Oak Capital Management, LLC 12120.07%0.09%0.11%Q4 2020Q3 202312
BUCKHEAD CAPITAL MANAGEMENT LLC 12120.06%0.07%0.10%Q4 2020Q3 202312
Bluesphere Advisors, LLC 12120.15%0.22%0.26%Q4 2020Q3 202312
Berkeley Capital Partners, LLC 12120.12%0.33%0.51%Q4 2020Q3 202312
JSF Financial, LLC 12120.09%0.13%0.17%Q3 2020Q2 202312
Canton Hathaway, LLC 12120.01%0.29%0.59%Q4 2020Q3 202312
Coho Partners, Ltd. 12120.00%0.00%0.01%Q4 2020Q3 202312
Purus Wealth Management, LLC 12120.62%0.97%1.42%Q4 2020Q3 202312
1834 INVESTMENT ADVISORS CO 840.02%0.03%0.04%Q2 2020Q2 202312
Montis Financial, LLC 12120.31%0.51%0.61%Q4 2020Q3 202312
Parsec Financial Management, Inc. 12120.13%0.27%0.62%Q2 2020Q1 202312
Edge Wealth Management LLC 12120.44%0.79%1.02%Q3 2020Q2 202312
AFFINITY INVESTMENT ADVISORS, LLC 1110.08%0.13%0.27%Q2 2020Q3 202312
WBH ADVISORY INC 930.06%0.11%0.14%Q3 2020Q3 202312
Members Trust Co 1020.01%0.01%0.02%Q2 2020Q3 202312
TAP Consulting, LLC 840.08%0.10%0.14%Q2 2020Q2 202312
SL ADVISORS, LLC 12120.58%1.29%1.54%Q4 2020Q3 202312
Almanack Investment Partners, LLC. 930.03%0.05%0.07%Q2 2020Q2 202312
Truvestments Capital LLC 12120.04%0.09%0.14%Q4 2020Q3 202312
Regal Investment Advisors LLC 1010.04%0.22%0.32%Q2 2020Q3 202312
Future Financial Wealth Managment LLC 12120.20%0.32%0.37%Q4 2020Q3 202312
Willis Investment Counsel 12120.60%0.74%0.92%Q2 2020Q1 202312
Vontobel Holding Ltd. 12120.01%0.02%0.06%Q4 2020Q3 202312
Key FInancial Inc 12120.13%0.17%0.23%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.04%0.24%0.52%Q4 2020Q3 202312
Cohen Investment Advisors LLC 12121.47%1.79%2.12%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.93%1.76%2.36%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.36%0.59%0.80%Q4 2020Q3 202312
AUA CAPITAL MANAGEMENT, LLC 12120.11%0.13%0.15%Q2 2020Q1 202312
Harbor Group, Inc. 12120.21%0.33%0.46%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.33%0.50%0.68%Q4 2020Q3 202312
Gotham Asset Management, LLC 930.01%0.07%0.36%Q2 2020Q3 202312
Summit Asset Management, LLC 12120.08%0.10%0.12%Q4 2020Q3 202312
BFSG, LLC 660.34%0.59%0.89%Q3 2020Q3 202312
Fiera Capital Corp 840.00%0.00%0.00%Q2 2020Q2 202312
Cypress Capital, LLC 12120.24%0.62%1.69%Q2 2020Q1 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.40%0.94%1.90%Q4 2020Q3 202312
AMERICAN NATIONAL BANK 840.00%0.03%0.14%Q3 2020Q3 202312
First Trust Direct Indexing L.P. 12120.21%0.29%0.35%Q4 2020Q3 202312
COMMUNITY TRUST & INVESTMENT CO 12120.47%0.98%1.32%Q4 2020Q3 202312
JACKSON SQUARE CAPITAL, LLC 12120.13%0.21%0.36%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.30%0.40%0.59%Q4 2020Q3 202312
Tortoise Investment Management, LLC 1110.01%0.02%0.03%Q2 2020Q3 202312
Veritas Investment Partners (UK) Ltd. 12120.00%0.01%0.01%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.14%0.18%0.23%Q4 2020Q3 202312
TD Capital Management LLC 750.00%0.00%0.00%Q2 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.17%0.31%0.42%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.15%0.25%0.34%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.28%0.47%0.68%Q4 2020Q3 202312
ROVIN CAPITAL /UT/ /ADV 12120.15%0.23%0.33%Q4 2020Q3 202312
Tamar Securities, LLC 810.00%2.07%3.11%Q2 2020Q3 202312
Tacita Capital Inc 12120.04%0.05%0.06%Q4 2020Q3 202312
OUTFITTER FINANCIAL LLC 12120.64%1.30%1.72%Q4 2020Q3 202312
Archer Investment Corp 930.02%0.04%0.08%Q3 2020Q3 202312
WEYBOSSET RESEARCH & MANAGEMENT LLC 750.08%0.17%0.21%Q2 2020Q2 202312
Nippon Life Global Investors Americas, Inc. 12120.21%1.22%1.71%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.01%0.01%Q4 2020Q3 202312
Citadel Investment Advisory, Inc. 12121.40%1.70%1.99%Q4 2020Q3 202312
EARNEST PARTNERS LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
ANCHOR CAPITAL ADVISORS LLC 12120.29%0.38%0.45%Q4 2020Q3 202312
Artisan Partners Limited Partnership 12120.10%0.15%0.32%Q2 2020Q1 202312
DEFINED WEALTH MANAGEMENT, LLC 12120.22%0.28%0.34%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.18%0.21%0.24%Q4 2020Q3 202312
Curi Wealth Management, LLC 12120.07%0.15%0.24%Q4 2020Q3 202312
Intrua Financial, LLC 12120.10%0.16%0.26%Q2 2020Q1 202312
Concord Wealth Partners 12120.06%0.13%0.22%Q4 2020Q3 202312
Valley Brook Capital Group, Inc. 12121.69%2.49%3.00%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.14%0.19%0.28%Q4 2020Q3 202312
Legal Advantage Investments, Inc. 12121.02%1.26%1.75%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.22%0.28%0.33%Q4 2020Q3 202312
Berkshire Bank 1110.16%0.24%0.32%Q3 2020Q3 202312
Systematic Alpha Investments, LLC 12120.48%0.60%0.73%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.04%0.18%0.38%Q4 2020Q3 202312
Financial Advisors Network, Inc. 1110.21%0.32%0.37%Q2 2020Q3 202312
Paloma Partners Management Co 530.00%0.09%0.33%Q2 2020Q2 202212
DIAMANT ASSET MANAGEMENT, INC. 841.71%2.12%2.63%Q2 2020Q2 202312
MEEDER ASSET MANAGEMENT INC 660.02%0.15%0.49%Q2 2020Q2 202312
MARINO, STRAM & ASSOCIATES LLC 12120.08%0.15%0.60%Q4 2020Q3 202312
FINANCIAL CONSULATE, INC 12120.17%0.20%0.26%Q2 2020Q1 202312
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 12120.06%0.07%0.09%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.13%0.27%0.43%Q4 2020Q3 202312
GAMCO INVESTORS, INC. ET AL 710.02%0.03%0.11%Q2 2020Q3 202312
Kinloch Capital, LLC 12121.28%1.74%2.08%Q4 2020Q3 202312
LCM Capital Management Inc 12120.63%0.75%0.94%Q4 2020Q3 202312
NewEdge Wealth, LLC 12120.03%0.11%0.41%Q4 2020Q3 202312
MCRAE CAPITAL MANAGEMENT INC 930.05%0.07%0.08%Q2 2020Q2 202312
Harel Insurance Investments & Financial Services Ltd. 660.00%0.27%1.13%Q2 2020Q3 202312
First Heartland Consultants, Inc. 12120.02%0.06%0.11%Q4 2020Q3 202312
Clarity Financial LLC 12120.62%1.29%2.35%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Hills Bank & Trust Co 930.03%0.04%0.08%Q2 2020Q3 202312
STRATEGY ASSET MANAGERS LLC 610.06%0.08%0.10%Q2 2020Q3 202312
Lazard Freres Gestion S.A.S. 12122.80%3.80%4.21%Q4 2020Q3 202312
Ascent Wealth Partners, LLC 620.05%0.12%0.17%Q2 2020Q3 202312
Midwest Professional Planners, LTD. 12120.19%0.90%1.23%Q4 2020Q3 202312
Brown Miller Wealth Management, LLC 12120.96%1.35%2.56%Q4 2020Q3 202312
Newman Dignan & Sheerar, Inc. 660.17%0.41%0.57%Q3 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 12120.09%0.16%0.22%Q4 2020Q3 202312
Bison Wealth, LLC 710.10%0.21%0.42%Q2 2020Q3 202312
NICOLET ADVISORY SERVICES, LLC 710.08%0.11%0.16%Q2 2020Q3 202312
Kerntke Otto McGlone Wealth Management Group 610.20%0.48%0.84%Q2 2020Q3 202312
JACOBS & CO/CA 12120.11%0.16%0.21%Q4 2020Q3 202312
Measured Wealth Private Client Group, LLC 12120.09%0.13%0.17%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.27%0.45%0.62%Q4 2020Q3 202312
HBC Financial Services, PLLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Platform Technology Partners 1010.57%0.81%1.02%Q2 2020Q3 202312
Financial Architects, Inc 840.04%0.06%0.08%Q2 2020Q2 202312
Domani Wealth, LLC 12120.09%0.14%0.20%Q2 2020Q1 202312
Qtron Investments LLC 710.08%0.24%0.44%Q2 2020Q3 202312
Mascoma Wealth Management LLC 12120.07%0.15%0.24%Q4 2020Q3 202312
Bouvel Investment Partners, LLC 12121.09%1.40%1.91%Q4 2020Q3 202312
Eudaimonia Partners, LLC 750.12%0.16%0.23%Q3 2020Q3 202312
Man Group plc 710.00%0.00%0.02%Q2 2020Q3 202312
MRA Advisory Group 12120.25%0.48%0.89%Q4 2020Q3 202312
US FINANCIAL ADVISORS, LLC 12120.09%0.21%0.29%Q4 2020Q3 202312
Sabal Trust CO 1010.02%0.03%0.07%Q2 2020Q3 202312
M&G INVESTMENT MANAGEMENT LTD 12120.00%0.00%0.01%Q2 2020Q1 202312
HNP Capital LLC 12120.42%0.57%1.06%Q2 2020Q1 202312
Robinson Value Management, Ltd. 12122.16%2.57%2.98%Q4 2020Q3 202312
SAWGRASS ASSET MANAGEMENT LLC 710.04%0.06%0.12%Q1 2020Q3 202312
Signature Wealth Management Partners, LLC 12120.73%0.80%0.89%Q4 2020Q3 202312
Strategic Wealth Partners, Ltd. 12120.35%0.55%0.81%Q2 2020Q1 202312
Southeast Asset Advisors Inc. 12120.03%0.05%0.06%Q4 2020Q3 202312
Accel Wealth Management 12120.19%0.26%0.38%Q4 2020Q3 202312
American Assets Investment Management, LLC 12120.24%0.32%0.36%Q4 2020Q3 202312
Cedar Brook Financial Partners, LLC 1110.08%0.11%0.16%Q2 2020Q3 202312
Citizens Business Bank 930.05%0.26%0.45%Q2 2020Q2 202312
Jackson, Grant Investment Advisers, Inc. 1110.06%0.08%0.10%Q3 2020Q3 202312
First Bank & Trust 930.05%0.06%0.10%Q2 2020Q2 202312
Jackson Hole Capital Partners, LLC 1020.80%1.01%1.19%Q3 2020Q3 202312
Norway Savings Bank 12120.12%0.14%0.15%Q3 2020Q2 202312
Scott Investment Partners LLP 12120.62%1.44%2.83%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.27%0.36%0.50%Q4 2020Q3 202312
Foundations Investment Advisors, LLC 12120.04%0.05%0.11%Q4 2020Q3 202312
CMH Wealth Management LLC 11110.91%1.24%1.66%Q4 2020Q2 202311
TRUSTCORE FINANCIAL SERVICES, LLC 11110.01%0.02%0.04%Q2 2020Q4 202211
BOENNING & SCATTERGOOD, INC. 11110.62%0.74%0.83%Q2 2020Q4 202211
Nikulski Financial, Inc. 830.25%0.43%0.56%Q2 2020Q2 202311
NATIXIS 920.02%0.15%0.30%Q4 2020Q3 202311
BANK OF THE WEST 11110.14%0.18%0.26%Q2 2020Q4 202211
McClarren Financial Advisors, Inc. 650.02%0.02%0.03%Q4 2020Q3 202311
Wealth Management Partners, LLC 11110.17%0.23%0.28%Q4 2020Q2 202311
Campion Asset Management 11110.51%0.66%0.79%Q1 2021Q3 202311
44 WEALTH MANAGEMENT LLC 11110.09%0.26%0.35%Q4 2020Q2 202311
Lumature Wealth Partners, LLC 11110.03%0.07%0.43%Q4 2020Q2 202311
Greenhouse Wealth Management, LLC 11110.20%0.23%0.28%Q4 2020Q2 202311
Element Wealth, LLC 11110.19%0.22%0.28%Q4 2020Q2 202311
Addison Advisors LLC 1010.06%0.19%0.29%Q4 2020Q3 202311
Carlson Capital Management 11110.02%0.03%0.04%Q1 2021Q3 202311
DB Wealth Management Group, LLC 740.01%0.01%0.01%Q4 2020Q3 202311
MIDDLETON & CO INC/MA 910.12%0.29%0.51%Q2 2020Q3 202311
Mattern Wealth Management LLC 710.33%0.57%1.04%Q2 2020Q3 202311
Balentine LLC 920.00%0.03%0.10%Q1 2020Q3 202311
USS Investment Management Ltd 720.03%0.35%0.91%Q3 2020Q3 202311
Financial Advantage, Inc. 11112.62%3.13%3.71%Q1 2021Q3 202311
COWA, LLC 11110.12%0.15%0.20%Q4 2020Q2 202311
WAYCROSS PARTNERS, LLC 920.05%0.47%0.95%Q4 2020Q3 202311
Insight Advisors, LLC/ PA 830.10%0.22%0.33%Q4 2020Q3 202311
BEACON FINANCIAL GROUP 830.10%0.12%0.14%Q2 2020Q3 202311
AXS Investments LLC 11110.12%0.33%0.68%Q1 2021Q3 202311
Sippican Capital Advisors 11110.81%1.13%1.34%Q1 2021Q3 202311
Bank of Marin 1010.16%0.21%0.26%Q2 2020Q1 202311
GeoWealth Management, LLC 11110.02%0.04%0.07%Q1 2021Q3 202311
ROSENBLUM SILVERMAN SUTTON S F INC /CA 11110.06%0.08%0.10%Q2 2020Q4 202211
CFM WEALTH PARTNERS LLC 920.05%0.10%0.18%Q2 2020Q2 202311
One Charles Private Wealth Services, LLC 1010.70%1.00%1.21%Q2 2020Q3 202311
KELLEHER FINANCIAL ADVISORS 410.06%0.13%0.26%Q2 2020Q3 202311
DFPG INVESTMENTS, LLC 11110.09%0.17%0.33%Q1 2021Q3 202311
CAPITAL MANAGEMENT CORP /VA 11110.04%0.06%0.07%Q1 2021Q3 202311
First Citizens Financial Corp 920.18%0.20%0.24%Q4 2020Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.23%0.26%0.30%Q4 2020Q3 202311
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1010.02%0.02%0.03%Q2 2020Q1 202311
Brookstone Capital Management 740.03%0.07%0.13%Q2 2020Q3 202311
Clearview Wealth Advisors LLC 11110.04%0.07%0.10%Q4 2020Q2 202311
Austin Private Wealth, LLC 810.00%0.04%0.07%Q2 2021Q3 202311
Oxbow Advisors, LLC 11110.04%0.06%0.07%Q2 2020Q4 202211
Sageworth Trust Co 650.00%0.02%0.06%Q2 2020Q1 202311
PFG Private Wealth Management, LLC 11110.00%0.10%0.22%Q1 2021Q3 202311
Morningstar Investment Services LLC 11110.16%0.19%0.23%Q4 2020Q2 202311
FIRST NATIONAL CORP /MA/ /ADV 11110.05%0.28%0.49%Q1 2021Q3 202311
Maryland State Retirement & Pension System 740.19%0.28%0.36%Q4 2020Q3 202311
Lumbard & Kellner, LLC 920.12%0.15%0.19%Q4 2020Q3 202311
Abacus Planning Group, Inc. 11110.06%0.08%0.10%Q4 2020Q2 202311
One Capital Management, LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 740.05%0.08%0.11%Q4 2020Q3 202311
Freemont Management S.A. 741.14%1.53%2.76%Q4 2020Q3 202311
Piscataqua Savings Bank 11111.00%1.13%1.34%Q1 2021Q3 202311
Sargent Bickham Lagudis LLC 11110.01%0.02%0.02%Q2 2020Q4 202211
GAMBLE JONES INVESTMENT COUNSEL 11110.57%0.82%1.02%Q2 2020Q4 202211
Sierra Capital LLC 11110.01%0.09%0.16%Q1 2021Q3 202311
Spire Wealth Management 11110.05%0.10%0.14%Q1 2021Q3 202311
Jefferies Group LLC 410.00%0.01%0.03%Q2 2020Q3 202211
Hoese & Co LLP 11110.00%0.01%0.01%Q2 2021Q4 202311
Bradley & Co. Private Wealth Management, LLC 11110.03%0.04%0.06%Q1 2021Q3 202311
INVESTMENT MANAGEMENT OF VIRGINIA LLC 830.13%0.30%0.37%Q2 2020Q1 202311
Dana Investment Advisors, Inc. 11110.14%0.50%0.77%Q1 2021Q3 202311
Capital Planning Advisors, LLC 1010.08%0.12%0.15%Q2 2020Q3 202311
BI Asset Management Fondsmaeglerselskab A/S 740.02%0.07%0.12%Q4 2020Q3 202311
Argent Advisors, Inc. 11110.13%0.17%0.19%Q1 2021Q3 202311
Leelyn Smith, LLC 11110.01%0.32%2.20%Q2 2020Q4 202211
CSM Advisors, LLC 11110.43%0.57%0.92%Q1 2021Q3 202311
Eukles Asset Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Trust Co 11110.03%0.10%0.33%Q1 2021Q3 202311
Maven Securities LTD 620.01%0.02%0.06%Q2 2020Q3 202311
McGowan Group Asset Management, Inc. 11110.04%0.05%0.06%Q1 2021Q3 202311
SCHRODER INVESTMENT MANAGEMENT GROUP 11110.01%0.02%0.04%Q2 2020Q4 202211
KG&L Capital Management,LLC 920.13%0.40%0.53%Q3 2020Q3 202311
Trust Co of Kansas 11110.16%0.36%0.45%Q1 2021Q3 202311
BLUE SQUARE ASSET MANAGEMENT, LLC 920.30%0.87%1.92%Q2 2020Q2 202311
Vident Investment Advisory, LLC 830.01%0.03%0.06%Q2 2020Q2 202311
GoalVest Advisory LLC 830.01%0.11%0.34%Q4 2020Q4 202311
Empire Life Investments Inc. 11112.40%2.89%3.39%Q1 2021Q3 202311
Employees Retirement System of Texas 11110.27%0.40%0.60%Q2 2020Q4 202211
Trinity Financial Advisors LLC 650.18%0.26%0.30%Q4 2020Q3 202311
Manchester Capital Management LLC 830.04%0.12%0.64%Q2 2020Q3 202311
L & S Advisors Inc 11110.03%0.20%0.48%Q2 2020Q4 202211
M Holdings Securities, Inc. 650.43%0.69%1.16%Q2 2020Q2 202311
Aspire Private Capital, LLC 11110.03%0.12%0.20%Q1 2021Q3 202311
Semmax Financial Advisors Inc. 710.09%0.10%0.12%Q2 2020Q3 202311
Freedom Investment Management, Inc. 11110.12%0.26%0.43%Q1 2021Q3 202311
Arcus Capital Partners, LLC 710.03%0.09%0.17%Q2 2020Q2 202311
BROOKS, MOORE & ASSOCIATES, INC. 11110.13%0.35%1.14%Q1 2021Q3 202311
Proficio Capital Partners LLC 11110.04%0.10%0.19%Q1 2021Q3 202311
Community Bank & Trust, Waco, Texas 11110.24%0.31%0.38%Q1 2021Q3 202311
Capital Investment Advisory Services, LLC 710.06%0.12%0.15%Q2 2020Q3 202311
GSB Wealth Management, LLC 11110.16%0.76%0.97%Q1 2021Q3 202311
NORGES BANK 11110.23%0.30%0.38%Q2 2020Q4 202211
Octavia Wealth Advisors, LLC 740.06%0.09%0.12%Q4 2020Q3 202311
CANANDAIGUA NATIONAL CORP 11110.89%1.08%1.57%Q2 2020Q4 202211
STABLEFORD CAPITAL II LLC 920.32%0.37%0.41%Q4 2020Q3 202311
CIM, LLC 11110.14%0.23%0.35%Q2 2020Q4 202211
Gerber Kawasaki Wealth & Investment Management 11110.00%0.05%0.11%Q1 2021Q3 202311
Werlinich Asset Management, LLC 11111.52%1.90%2.30%Q1 2021Q3 202311
Cribstone Capital Management, LLC 11110.01%0.01%0.02%Q2 2020Q4 202211
M.D. Sass, Inc. 11112.23%4.50%6.76%Q1 2021Q3 202311
Silicon Valley Capital Partners 11110.01%0.07%0.10%Q1 2021Q3 202311
BUCKINGHAM STRATEGIC WEALTH, LLC 650.03%0.07%0.13%Q2 2020Q3 202311
SevenBridge Financial Group, LLC 650.44%0.77%0.98%Q4 2020Q3 202311
Buckingham Capital Management, Inc. 610.14%0.31%0.90%Q2 2020Q2 202311
B&D White Capital Company, LLC 910.18%0.72%5.30%Q4 2020Q3 202311
Harbor Advisors LLC 11110.04%0.06%0.10%Q1 2021Q3 202311
RATIONAL ADVISORS LLC 920.00%0.02%0.07%Q2 2020Q3 202311
MCDONALD PARTNERS LLC 741.02%1.42%1.94%Q4 2020Q3 202311
Iron Horse Wealth Management, LLC 740.00%0.00%0.00%Q4 2020Q3 202311
CreativeOne Wealth, LLC 11110.06%0.08%0.14%Q1 2021Q3 202311
GRIES FINANCIAL LLC 11110.14%0.24%0.37%Q1 2021Q3 202311
Mitsubishi UFJ Asset Management (UK) Ltd. 11110.76%1.68%2.96%Q1 2021Q3 202311
LEVEL FOUR ADVISORY SERVICES, LLC 830.06%0.09%0.16%Q2 2020Q2 202311
GOFEN & GLOSSBERG LLC /IL/ 11110.70%0.88%1.11%Q2 2020Q4 202211
NVWM, LLC 740.00%0.09%0.26%Q1 2020Q2 202311
Acropolis Investment Management, LLC 11110.03%0.05%0.06%Q1 2021Q3 202311
ExodusPoint Capital Management, LP 520.02%0.12%0.30%Q2 2020Q3 202311
Regent Investment Management LLC 11110.22%0.85%1.24%Q2 2020Q4 202211
BOK Financial Private Wealth, Inc. 1010.02%0.13%0.22%Q4 2020Q3 202311
F3Logic, LLC 11110.05%0.15%0.38%Q2 2020Q4 202211
WISCONSIN CAPITAL MANAGEMENT LLC 11110.92%2.17%4.29%Q2 2020Q4 202211
Adalta Capital Management LLC 11110.05%0.08%0.15%Q1 2021Q3 202311
Johnson Midwest Financial, LLC 11110.01%0.02%0.06%Q1 2021Q3 202311
HOLDERNESS INVESTMENTS CO 740.42%0.62%0.81%Q3 2020Q3 202311
FLC Capital Advisors 11110.15%0.19%0.23%Q4 2020Q2 202311
DAVIS SELECTED ADVISERS 11110.08%1.38%4.02%Q2 2020Q4 202211
INVERNESS COUNSEL LLC /NY/ 10100.03%0.04%0.07%Q2 2020Q3 202210
Lafayette Investments 10100.10%0.11%0.13%Q2 2021Q3 202310
Opes Wealth Management LLC 10100.06%0.09%0.11%Q2 2021Q3 202310
AGF INVESTMENTS INC. 10100.12%0.18%0.21%Q2 2020Q3 202210
REGENTATLANTIC CAPITAL LLC 10100.34%0.39%0.49%Q2 2020Q3 202210
HFR Wealth Management, LLC 10100.10%0.12%0.14%Q2 2021Q3 202310
Accurate Wealth Management, LLC 10100.10%0.24%0.31%Q2 2021Q3 202310
ACG Wealth 10100.17%0.26%0.36%Q2 2020Q3 202210
Centiva Capital, LP 410.01%0.03%0.08%Q3 2021Q3 202310
TWIN FOCUS CAPITAL PARTNERS, LLC 10100.06%0.08%0.12%Q2 2021Q3 202310
Ironwood Wealth Management, LLC. 10100.10%0.12%0.13%Q2 2020Q3 202210
Paragon Capital Management LLC 620.11%0.16%0.25%Q4 2020Q3 202310
Border to Coast Pensions Partnership Ltd 10100.64%0.77%0.91%Q2 2021Q3 202310
Advisor OS, LLC 10100.06%0.10%0.23%Q2 2021Q3 202310
ALTERNA WEALTH MANAGEMENT, INC 730.19%0.27%0.33%Q2 2020Q2 202310
HighTower Trust Company, N.A. 620.50%0.59%0.70%Q2 2020Q1 202310
Ashfield Capital Partners, LLC 10100.44%0.63%1.02%Q2 2020Q3 202210
JTC Employer Solutions Trustee Ltd 10100.01%0.02%0.02%Q2 2021Q3 202310
SEEYOND 10100.02%0.05%0.09%Q3 2020Q4 202210
Eliot Finkel Investment Counsel, LLC 420.37%0.52%0.70%Q2 2020Q3 202310
Lavaca Capital LLC 640.02%0.11%0.20%Q2 2020Q3 202310
PIONEER TRUST BANK N A/OR 10100.56%1.13%1.58%Q2 2021Q3 202310
COMERICA SECURITIES,INC. 420.24%0.34%0.46%Q2 2020Q3 202310
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 710.08%0.16%0.25%Q2 2020Q3 202310
Angeles Investment Advisors, LLC 640.01%0.04%0.06%Q1 2021Q3 202310
Derbend Asset Management 10100.62%1.29%2.06%Q2 2021Q3 202310
Covington Capital Management 10100.45%0.56%0.69%Q2 2020Q3 202210
WealthPLAN Partners, LLC 510.02%0.12%0.98%Q3 2020Q4 202310
Bay Harbor Wealth Management, LLC 730.00%0.02%0.03%Q2 2020Q3 202310
Laird Norton Wetherby Trust Company, LLC 730.03%0.03%0.04%Q4 2020Q2 202310
Sand Hill Global Advisors, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Bank of New Hampshire 10100.31%0.50%0.82%Q2 2021Q3 202310
YorkBridge Wealth Partners, LLC 910.55%0.62%0.75%Q2 2020Q4 202210
Bowling Portfolio Management LLC 10100.26%0.38%0.70%Q2 2020Q3 202210
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 10100.50%0.57%0.65%Q2 2021Q3 202310
LIBERTY WEALTH MANAGEMENT LLC 520.06%0.08%0.10%Q3 2020Q3 202310
BLUESTEIN R H & CO LLC 10100.05%0.07%0.12%Q2 2020Q3 202210
OPUS INVESTMENT MANAGEMENT INC 10100.49%0.55%0.61%Q1 2021Q2 202310
USA FINANCIAL FORMULAS 320.00%0.11%0.85%Q2 2020Q3 202310
STEPH & CO 10100.10%0.22%0.36%Q2 2021Q3 202310
MUFG Americas Holdings Corp 10100.09%0.13%0.17%Q2 2020Q3 202210
Bell & Brown Wealth Advisors, LLC 820.80%1.02%1.20%Q2 2020Q2 202310
Pallas Capital Advisors LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Abacus Wealth Partners, LLC 10100.10%0.14%0.21%Q1 2021Q2 202310
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.03%0.04%Q3 2020Q3 202310
Fortress Wealth Group, LLC 10100.19%0.25%0.39%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.11%0.18%0.29%Q4 2020Q3 202310
Ethic Inc. 710.02%0.06%0.16%Q2 2020Q3 202310
BTR CAPITAL MANAGEMENT INC 10101.85%2.11%2.59%Q2 2020Q3 202210
Cerity Partners LLC 610.15%0.23%0.43%Q2 2020Q3 202310
Greenwich Wealth Management LLC 10100.04%0.06%0.08%Q2 2021Q3 202310
Gibraltar Capital Management, Inc. 10100.09%0.11%0.14%Q2 2021Q3 202310
Hennion & Walsh Asset Management, Inc. 640.03%0.07%0.16%Q1 2021Q3 202310
FIRST UNITED BANK & TRUST 730.08%0.16%0.26%Q1 2021Q3 202310
ONE PLUS ONE WEALTH MANAGEMENT, LLC 640.26%0.34%0.40%Q1 2021Q3 202310
WRIGHT INVESTORS SERVICE INC 730.11%0.32%0.45%Q2 2020Q3 202310
Fluent Financial, LLC 640.12%0.70%1.74%Q2 2020Q3 202310
Capital Wealth Alliance, LLC 10100.18%0.45%0.62%Q2 2020Q3 202210
EMFO, LLC 10100.05%0.24%1.80%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.08%0.10%0.15%Q2 2021Q3 202310
One River Asset Management, LLC 440.01%0.08%0.30%Q4 2022Q3 202310
HARBOUR INVESTMENTS, INC. 640.05%0.08%0.11%Q1 2021Q3 202310
Aevitas Wealth Management, Inc. 640.46%0.52%0.58%Q2 2020Q4 202210
WINTRUST INVESTMENTS LLC 310.06%0.20%0.32%Q2 2020Q3 202310
Doyle Wealth Management 10100.67%0.83%1.03%Q2 2020Q3 202210
TAURUS ASSET MANAGEMENT, LLC 10100.03%0.04%0.05%Q2 2021Q3 202310
NEW ENGLAND ASSET MANAGEMENT INC 10100.00%0.00%0.01%Q2 2020Q3 202210
HUTCHINSON CAPITAL MANAGEMENT/CA 910.04%0.12%0.18%Q2 2020Q4 202210
ROOSEVELT INVESTMENT GROUP LLC 10100.09%0.16%0.20%Q2 2020Q3 202210
ARMSTRONG HENRY H ASSOCIATES INC 10100.02%0.03%0.03%Q1 2021Q2 202310
CHILTON CAPITAL MANAGEMENT LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
LANDAAS & CO /WI /ADV 10100.10%0.13%0.17%Q1 2021Q2 202310
Independence Bank of Kentucky 10100.02%0.13%0.30%Q2 2021Q3 202310
Burleson & Company, LLC 10100.08%0.11%0.18%Q2 2020Q3 202210
Quaker Wealth Management, LLC 820.11%0.15%0.19%Q4 2020Q3 202310
Physician Wealth Advisors, Inc. 10100.06%0.07%0.07%Q1 2021Q2 202310
Personal Capital Advisors Corp 820.00%0.00%0.01%Q2 2020Q4 202210
Robbins Farley 520.00%0.03%0.25%Q4 2020Q3 202310
Van Hulzen Asset Management, LLC 820.03%0.20%0.29%Q3 2020Q3 202310
Tidal Investments LLC 10100.04%0.06%0.09%Q2 2021Q3 202310
B. Riley Wealth Management, Inc. 10100.06%0.13%0.36%Q1 2020Q2 202210
Albar Capital Ltd 551.18%5.50%10.56%Q4 2020Q2 202310
Pinnacle Bancorp, Inc. 10100.10%0.17%0.19%Q2 2021Q3 202310
EDGAR LOMAX CO/VA 730.85%1.66%2.78%Q2 2020Q3 202310
Plancorp, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
SALEM CAPITAL MANAGEMENT INC 10100.95%1.36%2.00%Q2 2020Q3 202210
COZAD ASSET MANAGEMENT INC 10100.03%0.05%0.07%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.02%0.02%0.03%Q1 2021Q3 202310
Kemnay Advisory Services Inc. 10101.47%2.92%5.95%Q2 2020Q3 202210
CALTON & ASSOCIATES, INC. 910.04%0.07%0.12%Q2 2020Q4 202210
PALISADE CAPITAL MANAGEMENT, LP 910.01%0.02%0.05%Q2 2020Q4 202210
Fieldpoint Private Securities, LLC 10100.17%0.26%0.32%Q1 2020Q2 202210
Verity Asset Management, Inc. 640.14%0.21%0.30%Q4 2020Q2 202310
American Research & Management Co. 10100.03%0.04%0.05%Q2 2020Q3 202210
Edgemoor Investment Advisors, Inc. 10100.02%0.04%0.06%Q2 2021Q3 202310
Connor, Clark & Lunn Investment Management Ltd. 550.00%0.05%0.11%Q4 2020Q3 202310
Surevest, LLC 10100.39%0.91%1.51%Q2 2020Q3 202210
Quantbot Technologies LP 510.02%0.24%0.80%Q2 2020Q3 202310
Reliant Investment Management, LLC 641.46%2.06%2.78%Q1 2021Q3 202310
American Portfolios Advisors 10100.18%0.22%0.34%Q2 2020Q3 202210
ARGI Investment Services, LLC 730.01%0.02%0.05%Q2 2020Q4 202210
West Family Investments, Inc. 10100.11%0.14%0.18%Q2 2021Q3 202310
Stelac Advisory Services LLC 910.04%0.15%0.23%Q4 2020Q2 202310
Mizuho Securities Co. Ltd. 10100.00%0.09%0.87%Q3 2020Q4 202210
Wills Financial Group, Inc. 10100.08%0.12%0.17%Q2 2021Q3 202310
Richard Bernstein Advisors LLC 820.01%0.07%0.10%Q2 2020Q3 202310
Point72 Middle East FZE 440.01%0.27%0.78%Q4 2022Q3 202310
Syverson Strege & Co 10100.01%0.02%0.03%Q4 2020Q1 202310
CYPRESS CAPITAL MANAGEMENT LLC 10101.32%1.68%2.13%Q2 2020Q3 202210
Centric Wealth Management 10100.09%0.13%0.19%Q4 2020Q1 202310
United Capital Management of KS, Inc. 520.07%0.21%1.31%Q2 2020Q2 202310
Selective Wealth Management, Inc. 10100.01%0.03%0.05%Q2 2020Q3 202210
TRUST CO OF VIRGINIA /VA 420.12%0.18%0.21%Q4 2020Q3 202310
Clear Perspectives Financial Planning, LLC 10100.09%0.11%0.14%Q4 2020Q1 202310
Beaumont Financial Partners, LLC 10100.11%0.15%0.38%Q2 2020Q3 202210
Corient Capital Partners, LLC 10100.44%0.52%0.63%Q2 2020Q3 202210
McGuire Investment Group, LLC 610.08%0.38%0.65%Q3 2020Q3 202310
DOWLING & YAHNKE LLC 10100.27%0.33%0.40%Q2 2020Q3 202210
Walleye Capital LLC 410.00%0.06%0.22%Q4 2020Q3 202310
WNY Asset Management, LLC 550.05%0.09%0.10%Q1 2021Q3 202310
PACES FERRY WEALTH ADVISORS, LLC 10100.16%0.21%0.25%Q1 2021Q2 202310
Crumly & Associates Inc. 10100.10%0.18%0.25%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.01%0.01%0.01%Q4 2020Q1 202310
Brinker Capital Investments, LLC 10100.14%0.20%0.27%Q3 2020Q4 202210
PRW Wealth Management LLC 550.09%0.20%0.98%Q1 2021Q3 202310
Amundi 10100.04%0.10%0.14%Q2 2021Q3 202310
MEMBERS CAPITAL ADVISORS INC 10100.75%1.14%1.70%Q2 2021Q3 202310
First Bancorp, Inc /ME/ 910.24%0.31%0.37%Q1 2021Q3 202310
Strong Tower Advisory Services 990.54%0.71%0.92%Q3 2021Q3 20239
FSA Wealth Management LLC 710.02%0.16%0.57%Q2 2020Q1 20239
DCM Advisors, LLC 990.37%1.39%2.22%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.52%0.65%0.78%Q3 2021Q3 20239
Ten Capital Wealth Advisors, LLC 810.00%0.01%0.04%Q1 2021Q2 20239
Advisory Alpha, LLC 810.02%0.04%0.05%Q3 2020Q3 20239
Main Street Research LLC 990.02%0.05%0.08%Q2 2021Q2 20239
AFT, FORSYTH & COMPANY, INC. 990.10%0.17%0.24%Q2 2021Q2 20239
Cordasco Financial Network 990.13%0.17%0.22%Q2 2020Q2 20229
CADENCE BANK NA 990.82%0.93%1.08%Q2 2020Q2 20229
Crossvault Capital Management LLC 992.50%2.86%3.78%Q2 2020Q2 20229
EATON VANCE MANAGEMENT 540.20%0.26%0.34%Q2 2020Q3 20229
Portman Square Capital LLP 210.04%0.21%0.68%Q4 2022Q3 20239
MURPHY CAPITAL MANAGEMENT INC 990.66%0.76%0.95%Q2 2020Q2 20229
GW&K Investment Management, LLC 520.00%0.00%0.00%Q2 2020Q3 20239
Convergence Investment Partners, LLC 610.08%0.12%0.16%Q2 2020Q4 20229
ADVISOR PARTNERS LLC 990.20%0.27%0.40%Q2 2020Q2 20229
BENJAMIN EDWARDS INC 990.02%0.07%0.12%Q3 2021Q3 20239
EXANE DERIVATIVES 990.00%0.01%0.02%Q2 2020Q2 20229
High Net Worth Advisory Group LLC 990.23%0.27%0.31%Q4 2021Q4 20239
ZACKS INVESTMENT MANAGEMENT 810.00%0.53%0.78%Q2 2020Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.05%0.08%0.19%Q3 2021Q3 20239
Koshinski Asset Management, Inc. 410.20%0.23%0.28%Q2 2020Q2 20239
Intersect Capital LLC 990.07%0.14%0.36%Q2 2020Q2 20229
Diversified Portfolios, Inc. 990.06%0.07%0.10%Q4 2020Q4 20229
Guinness Atkinson Asset Management Inc 990.28%0.33%0.43%Q2 2020Q2 20229
Guinness Asset Management LTD 992.59%3.31%3.83%Q2 2020Q2 20229
Jaffetilchin Investment Partners, LLC 310.03%0.07%0.14%Q2 2020Q3 20239
Hudson Bay Capital Management LP 610.02%0.08%0.27%Q3 2020Q3 20239
Brown Advisory Securities, LLC 990.45%0.70%1.01%Q2 2020Q2 20229
Stuart Chaussee & Associates, Inc. 720.00%0.02%0.05%Q1 2021Q2 20239
SHAKESPEARE WEALTH MANAGEMENT, INC. 990.25%0.28%0.32%Q2 2020Q2 20229
Grove Bank & Trust 990.08%0.11%0.12%Q3 2021Q3 20239
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 991.58%1.81%2.06%Q2 2021Q2 20239
CHILTON INVESTMENT CO INC. 810.01%0.01%0.01%Q2 2020Q3 20239
ADAMS DIVERSIFIED EQUITY FUND, INC. 540.68%0.88%1.18%Q2 2020Q3 20229
SIMON QUICK ADVISORS, LLC 810.00%0.01%0.02%Q2 2020Q2 20239
DIXON HUBARD FEINOUR & BROWN INC/VA 990.10%0.24%0.80%Q2 2020Q2 20229
AustralianSuper Pty Ltd 720.01%0.16%0.30%Q4 2020Q3 20239
Unison Advisors LLC 990.43%0.50%0.59%Q2 2020Q2 20229
CPWM, LLC 990.05%0.06%0.08%Q2 2020Q2 20229
MARINER INDEPENDENT ADVISOR NETWORK, LLC 990.05%0.07%0.11%Q3 2020Q3 20229
Frontier Wealth Management LLC 990.07%0.18%0.37%Q2 2020Q2 20229
Holocene Advisors, LP 540.06%0.49%0.98%Q2 2021Q3 20239
Permit Capital, LLC 990.87%1.78%2.40%Q4 2020Q4 20229
Ascension Asset Management LLC 412.24%2.52%2.84%Q3 2020Q2 20239
Pearl River Capital, LLC 410.19%0.71%1.30%Q2 2020Q3 20239
CAHABA WEALTH MANAGEMENT, INC. 990.05%0.09%0.12%Q3 2021Q3 20239
SeaBridge Investment Advisors LLC 720.03%0.62%0.91%Q2 2020Q3 20239
Claraphi Advisory Network, LLC 990.09%0.12%0.16%Q2 2020Q2 20229
CLOUGH CAPITAL PARTNERS L P 991.30%3.24%7.82%Q2 2021Q2 20239
FOSTER DYKEMA CABOT & CO INC/MA 990.03%0.03%0.04%Q3 2021Q3 20239
TRH Financial, LLC 990.67%1.90%3.10%Q2 2020Q2 20229
Alkeon Capital Management 880.09%0.28%0.48%Q2 2020Q1 20229
BENEDICT FINANCIAL ADVISORS INC 991.64%2.07%2.36%Q3 2021Q3 20239
Keeler Thomas Management LLC 990.15%0.45%1.46%Q2 2020Q2 20229
All Terrain Financial Advisors, LLC 990.09%0.10%0.11%Q2 2021Q2 20239
Redpoint Investment Management Pty Ltd 720.19%0.25%0.39%Q2 2020Q3 20229
KLCM Advisors, Inc. 630.04%0.05%0.06%Q1 2021Q2 20239
Agate Pass Investment Management, LLC 990.65%0.81%0.95%Q4 2021Q4 20239
Altium Wealth Management LLC 990.10%0.14%0.22%Q2 2020Q2 20229
AIGEN INVESTMENT MANAGEMENT, LP 210.04%0.27%0.94%Q2 2020Q3 20239
Financial Gravity Asset Management, Inc. 990.00%0.11%0.32%Q3 2021Q3 20239
LEO BROKERAGE, LLC 520.05%0.09%0.15%Q3 2020Q2 20239
Badgley Phelps Wealth Managers, LLC 990.02%0.43%0.59%Q3 2021Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.73%0.98%1.23%Q3 2021Q3 20239
Reitz Capital Advisors LLC 810.08%0.16%0.21%Q2 2020Q3 20239
CONGRESS ASSET MANAGEMENT CO /MA 410.00%0.00%0.00%Q1 2020Q1 20239
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 720.00%0.05%0.12%Q2 2020Q4 20229
Hotaling Investment Management, LLC 990.07%0.09%0.12%Q4 2020Q4 20229
ACIMA PRIVATE WEALTH, LLC 990.12%0.20%0.24%Q1 2020Q1 20229
Kore Private Wealth LLC 990.16%0.19%0.26%Q3 2020Q3 20229
Kozak & Associates, Inc. 990.04%0.08%0.10%Q3 2021Q3 20239
Essex LLC 990.68%0.89%1.04%Q3 2021Q3 20239
EASTERLY INVESTMENT PARTNERS LLC 990.03%1.12%2.84%Q2 2020Q2 20229
Salomon & Ludwin, LLC 990.03%0.04%0.06%Q3 2021Q3 20239
FAIRFIELD, BUSH & CO. 510.08%0.11%0.17%Q3 2020Q2 20239
Pendal Group Ltd 990.00%0.17%1.48%Q4 2020Q4 20229
Robertson Stephens Wealth Management, LLC 810.03%0.26%0.35%Q2 2021Q3 20239
ASSET MANAGEMENT CORP /IL/ /ADV 810.08%0.17%0.29%Q3 2020Q1 20239
BASSETT HARGROVE INVESTMENT COUNSEL, LLC 540.69%0.93%1.10%Q2 2021Q3 20239
HC FINANCIAL ADVISORS INC 990.64%1.04%1.46%Q2 2020Q2 20229
EAGLE ASSET MANAGEMENT INC 810.00%0.72%1.07%Q3 2020Q3 20239
CCG WEALTH MANAGEMENT, LLC 810.15%0.21%0.27%Q2 2020Q3 20229
KB FINANCIAL PARTNERS, LLC 520.03%0.05%0.09%Q1 2021Q3 20239
Prentice Wealth Management LLC 990.42%0.61%1.23%Q3 2021Q3 20239
Eagle Bay Advisors LLC 990.04%0.09%0.16%Q3 2021Q3 20239
PSI Advisors, LLC 990.01%0.03%0.07%Q3 2021Q3 20239
VIRGINIA RETIREMENT SYSTEMS ET AL 720.01%0.06%0.17%Q3 2020Q4 20229
Meridian Wealth Partners, LLC 540.05%0.06%0.07%Q2 2020Q2 20239
Warther Private Wealth, LLC 990.26%0.38%0.50%Q2 2021Q2 20239
Clear Creek Financial Management, LLC 990.04%0.05%0.07%Q2 2021Q2 20239
Howard Capital Management Group, LLC 420.02%0.02%0.03%Q1 2021Q3 20239
BREWIN DOLPHIN LTD 990.04%0.07%0.13%Q2 2020Q2 20229
Capital Group Private Client Services, Inc. 990.22%0.41%0.67%Q3 2021Q3 20239
1900 WEALTH MANAGEMENT LLC 990.02%0.03%0.04%Q3 2021Q3 20239
CHILDRESS CAPITAL ADVISORS, LLC 810.10%0.15%0.20%Q1 2021Q3 20239
Professional Financial Advisors, LLC 990.01%0.01%0.02%Q3 2020Q3 20229
CONSULTIVA WEALTH MANAGEMENT, CORP. 810.12%0.17%0.20%Q2 2019Q2 20239
Lionsbridge Wealth Management LLC 990.90%1.41%1.94%Q2 2020Q2 20229
DT Investment Partners, LLC 720.02%0.14%0.18%Q2 2020Q3 20239
Golden State Equity Partners 630.83%1.66%2.18%Q4 2020Q3 20239
Bickling Financial Services, Inc. 990.12%0.20%0.29%Q4 2020Q4 20229
Opal Wealth Advisors, LLC 810.15%0.20%0.26%Q2 2021Q3 20239
BAKER BOYER NATIONAL BANK 810.12%0.14%0.18%Q2 2021Q3 20239
E Fund Management Co., Ltd. 810.01%0.02%0.03%Q1 2021Q2 20239
GABELLI FUNDS LLC 410.00%0.01%0.03%Q2 2020Q3 20238
Mechanics Financial Corp 880.05%0.07%0.08%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.04%0.05%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.28%0.37%0.43%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.00%0.03%0.06%Q4 2021Q3 20238
People's United Financial, Inc. 880.14%0.18%0.21%Q2 2020Q1 20228
BREITER CAPITAL MANAGEMENT INC 880.46%0.66%1.07%Q2 2020Q1 20228
Stonehearth Capital Management, LLC 880.33%0.50%0.61%Q1 2022Q4 20238
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 410.00%0.12%0.26%Q2 2020Q3 20238
Investmark Advisory Group LLC 880.14%0.22%0.28%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.65%1.03%1.38%Q4 2021Q3 20238
WFA Asset Management Corp 880.00%0.00%0.00%Q4 2021Q3 20238
JB Capital LLC 710.54%0.98%1.32%Q3 2021Q3 20238
KRAEMATON INVESTMENT ADVISORS, INC 883.07%4.07%4.60%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.12%0.21%0.25%Q4 2021Q3 20238
Pacific Wealth Strategies Group, Inc. 880.12%0.20%0.25%Q2 2020Q1 20228
Halpern Financial, Inc. 310.00%0.00%0.00%Q1 2021Q3 20238
Stephens Consulting, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
Carmel Capital Management L.L.C. 882.72%3.59%4.37%Q4 2021Q3 20238
BAR HARBOR TRUST SERVICES 880.00%0.19%0.36%Q3 2020Q2 20228
Renasant Bank 620.14%0.25%0.49%Q1 2021Q3 20238
Redwood Investments, LLC 880.03%0.04%0.07%Q2 2020Q1 20228
KRS Capital Management, LLC 880.23%0.38%0.51%Q4 2021Q3 20238
Coastline Trust Co 510.34%0.47%0.90%Q2 2020Q4 20228
Profit Investment Management, LLC 420.25%0.34%0.40%Q2 2020Q2 20238
Washington Trust Advisors, Inc. 880.08%0.11%0.14%Q4 2021Q3 20238
Intelligent Financial Strategies 880.03%0.05%0.06%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.06%0.16%0.31%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.17%0.21%0.24%Q4 2021Q3 20238
Camarda Financial Advisors, LLC 510.11%0.36%0.52%Q1 2021Q3 20238
KINGS POINT CAPITAL MANAGEMENT 880.96%1.24%1.57%Q2 2020Q1 20228
MTM Investment Management, LLC 320.10%0.12%0.14%Q4 2020Q2 20238
Ameritas Advisory Services, LLC 880.03%0.10%0.20%Q4 2021Q3 20238
HighPoint Advisor Group LLC 710.25%0.34%0.57%Q1 2020Q2 20228
Ninepoint Partners LP 880.05%0.09%0.14%Q2 2021Q1 20238
Retirement Planning Co of New England, Inc. 880.70%1.00%1.30%Q4 2021Q3 20238
MKT Advisors LLC 880.24%0.32%0.35%Q4 2021Q3 20238
HB Wealth Management, LLC 880.11%0.17%0.20%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.22%0.40%0.58%Q4 2021Q3 20238
STONNINGTON GROUP, LLC 620.03%0.14%0.30%Q1 2021Q1 20238
LGT Group Foundation 880.01%0.02%0.03%Q4 2021Q3 20238
Coury Firm Asset Management LLC 880.34%0.47%0.58%Q4 2021Q3 20238
Heritage Investment Group, Inc. 880.06%0.14%0.23%Q4 2021Q3 20238
Hamilton Capital, LLC 880.02%0.03%0.04%Q3 2021Q2 20238
Ally Financial Inc. 710.24%0.67%0.89%Q2 2020Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.14%0.19%0.23%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.22%0.33%0.42%Q4 2021Q3 20238
Widmann Financial Services, Inc. 881.13%1.68%2.20%Q4 2021Q3 20238
Legacy Capital Partners, Inc. 880.60%0.70%0.83%Q2 2020Q1 20228
Rodgers Brothers Inc. 530.04%0.14%0.27%Q2 2020Q3 20238
RS CRUM INC. 880.09%0.12%0.16%Q4 2021Q3 20238
ASB Consultores, LLC 880.10%0.21%0.32%Q4 2021Q3 20238
MACKAY SHIELDS LLC 880.15%0.17%0.19%Q2 2020Q1 20228
Financial Enhancement Group LLC 880.00%0.00%0.01%Q2 2020Q1 20228
Koss-Olinger Consulting, LLC 710.06%0.13%0.20%Q1 2021Q3 20238
EPG Wealth Management LLC 710.09%0.49%1.10%Q1 2020Q3 20238
Destination Wealth Management 710.01%0.01%0.01%Q2 2020Q3 20238
Ulland Investment Advisors, LLC 880.11%0.19%0.26%Q4 2021Q3 20238
CenterBook Partners LP 880.18%0.40%0.71%Q4 2021Q3 20238
Gryphon Financial Partners LLC 880.04%0.06%0.07%Q3 2021Q2 20238
Comprehensive Financial Consultants Institutional, Inc. 880.17%0.28%0.35%Q4 2021Q3 20238
PALLADIUM PARTNERS LLC 880.18%0.21%0.25%Q2 2020Q1 20228
BRIGGS ADVISORY GROUP, INC. 880.48%0.70%0.91%Q4 2021Q3 20238
Level Financial Advisors 880.02%0.04%0.05%Q4 2021Q3 20238
Boit C F David 530.02%0.03%0.04%Q3 2021Q3 20238
HIGH POINTE CAPITAL MANAGEMENT LLC 880.72%1.68%2.40%Q2 2020Q1 20228
Schrum Private Wealth Management LLC 880.47%0.56%0.72%Q4 2021Q3 20238
Alterity Financial Group, LLC 611.32%1.84%2.32%Q1 2021Q3 20238
McDonough Capital Management, Inc 880.38%0.52%0.64%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.13%0.17%0.21%Q4 2021Q3 20238
Brookfield Asset Management 410.01%0.02%0.06%Q4 2020Q2 20238
Quent Capital, LLC 880.03%0.06%0.07%Q4 2021Q3 20238
Csenge Advisory Group 710.04%0.07%0.09%Q3 2020Q3 20238
Destiny Wealth Partners, LLC 620.01%0.02%0.02%Q4 2020Q4 20228
Bray Capital Advisors 880.67%0.99%1.18%Q4 2021Q3 20238
PRING TURNER CAPITAL GROUP INC 880.43%1.05%1.55%Q4 2021Q3 20238
Banco Santander, S.A. 530.01%0.03%0.15%Q3 2020Q3 20228
FirstPurpose Wealth LLC 880.29%0.44%0.62%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.04%0.07%0.10%Q4 2021Q3 20238
WULFF, HANSEN & CO. 881.82%2.51%3.16%Q4 2021Q3 20238
FourThought Financial, LLC 880.09%0.14%0.18%Q4 2020Q3 20228
INVESTMENT PARTNERS, LTD. 880.09%0.11%0.12%Q4 2020Q3 20228
TCWP LLC 880.09%0.15%0.27%Q4 2021Q3 20238
BALASA DINVERNO & FOLTZ LLC 880.02%0.02%0.03%Q4 2020Q3 20228
Cerro Pacific Wealth Advisors LLC 410.17%0.23%0.33%Q4 2020Q1 20238
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.17%0.21%0.28%Q2 2020Q1 20228
AMERICAN NATIONAL INSURANCE CO 880.24%0.33%0.36%Q2 2020Q1 20228
Golden State Wealth Management, LLC 880.07%0.12%0.22%Q2 2020Q1 20228
AHL INVESTMENT MANAGEMENT, INC. 880.90%1.18%1.32%Q4 2021Q3 20238
Highlander Capital Management, LLC 410.01%0.14%0.44%Q2 2020Q3 20238
Vishria Bird Financial Group, LLC 880.11%0.15%0.19%Q3 2021Q2 20238
Ballast, Inc. 510.12%0.26%0.38%Q2 2020Q3 20238
Ninety One North America, Inc. 880.20%0.27%0.31%Q2 2020Q1 20228
PDS Planning, Inc 620.04%0.05%0.05%Q2 2021Q2 20238
WealthCare Investment Partners, LLC 880.16%0.21%0.25%Q4 2021Q3 20238
American National Registered Investment Advisor, Inc. 880.24%0.27%0.30%Q2 2020Q1 20228
Soroban Capital Partners LP 440.63%3.34%9.74%Q2 2020Q1 20218
Private Capital Group, LLC 880.15%0.21%0.29%Q1 2020Q4 20218
Insight Inv LLC 881.46%1.75%1.98%Q4 2021Q3 20238
COOKSON PEIRCE & CO INC 620.04%1.56%2.37%Q2 2021Q2 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 880.88%1.11%1.46%Q4 2021Q3 20238
AMICA MUTUAL INSURANCE CO 880.46%0.81%1.20%Q4 2021Q3 20238
Operose Advisors LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.35%0.49%0.59%Q4 2021Q3 20238
Wedmont Private Capital 880.06%0.13%0.19%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.15%0.21%0.25%Q4 2021Q3 20238
Phraction Management LLC 883.16%4.79%6.37%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.04%0.11%0.25%Q4 2021Q3 20238
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 710.17%0.27%0.32%Q1 2021Q3 20238
Edgestream Partners, L.P. 310.01%0.06%0.32%Q3 2020Q1 20238
Morton Brown Family Wealth, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.11%0.13%0.18%Q4 2021Q3 20238
Andesa Financial Management Inc. 880.11%0.24%0.32%Q1 2021Q4 20228
1620 INVESTMENT ADVISORS, INC. 880.32%0.75%1.11%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.04%0.08%0.25%Q2 2020Q1 20228
WEST MICHIGAN ADVISORS, LLC 880.11%0.27%0.48%Q4 2021Q3 20238
PFS Partners, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Morton Capital Management LLC/CA 880.10%0.14%0.16%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.02%0.07%0.10%Q4 2021Q3 20238
Echo Street Capital Management LLC 410.00%0.01%0.01%Q2 2020Q3 20238
Tevis Investment Management 881.24%1.57%1.88%Q4 2021Q3 20238
Azimuth Capital Management LLC 880.25%0.28%0.32%Q2 2020Q1 20228
Barrett Asset Management, LLC 880.22%0.26%0.28%Q2 2020Q1 20228
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.60%0.87%1.12%Q4 2021Q3 20238
Meristem Family Wealth, LLC 880.07%0.09%0.12%Q2 2020Q1 20228
Metis Global Partners, LLC 880.24%0.36%0.52%Q4 2021Q3 20238
Full Sail Capital, LLC 880.10%0.14%0.20%Q2 2020Q1 20228
WEALTH EFFECTS LLC 880.14%0.29%0.38%Q4 2021Q3 20238
Gulf International Bank (UK) Ltd 880.27%0.36%0.44%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 881.00%1.56%1.80%Q4 2021Q3 20238
Ninety One SA (PTY) Ltd 880.02%0.22%0.78%Q2 2020Q1 20228
Bromfield Sneider Wealth Advisors 880.03%0.05%0.08%Q1 2022Q4 20238
Annex Advisory Services, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
MBL Wealth, LLC 710.05%0.08%0.09%Q1 2021Q3 20238
Schechter Investment Advisors, LLC 880.04%0.07%0.08%Q4 2021Q3 20238
Stiles Financial Services Inc 881.02%1.31%1.56%Q4 2021Q3 20238
Callan Capital, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
ALERUS FINANCIAL NA 440.02%0.35%0.81%Q4 2020Q3 20238
Herold Advisors, Inc. 620.23%0.44%0.59%Q3 2021Q3 20238
West Financial Advisors, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
ARCADIA INVESTMENT MANAGEMENT CORP/MI 530.00%0.00%0.01%Q2 2020Q2 20228
Old North State Trust, LLC 410.01%0.10%0.14%Q3 2020Q1 20238
Investment Advisory Group, LLC 880.12%0.17%0.20%Q4 2021Q3 20238
Tarbox Family Office, Inc. 880.01%0.01%0.01%Q2 2020Q1 20228
PICTET ASSET MANAGEMENT SA 880.05%0.07%0.08%Q3 2021Q2 20238
EverSource Wealth Advisors, LLC 880.05%0.11%0.17%Q4 2021Q3 20238
Fractal Investments LLC 880.11%0.15%0.19%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.04%0.06%0.06%Q4 2021Q3 20238
IBM Retirement Fund 880.24%0.28%0.33%Q2 2020Q1 20228
Quantum Private Wealth, LLC 880.37%0.52%0.70%Q4 2021Q3 20238
Venturi Wealth Management, LLC 880.01%0.02%0.04%Q4 2021Q3 20238
Cedar Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Amica Retiree Medical Trust 880.54%0.93%1.46%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.15%0.44%0.74%Q4 2021Q3 20238
Finer Wealth Management, Inc. 880.40%0.59%0.71%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 880.17%0.25%0.34%Q4 2021Q3 20238
Orion Capital Management LLC 710.04%0.06%0.08%Q3 2021Q3 20238
Thrive Wealth Management, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
LAKE STREET ADVISORS GROUP, LLC 530.03%0.04%0.07%Q2 2020Q2 20238
Liberty Capital Management, Inc. 880.64%0.88%1.05%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.04%0.06%0.08%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.24%0.33%0.42%Q4 2021Q3 20238
HRT FINANCIAL LP 310.01%0.14%0.44%Q2 2020Q3 20238
MATHER GROUP, LLC. 310.02%0.02%0.02%Q2 2020Q3 20238
FIRST COMMUNITY TRUST NA 880.31%0.44%0.51%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.08%0.16%Q3 2021Q3 20238
Prosperity Consulting Group, LLC 880.23%0.61%0.92%Q4 2021Q3 20238
Gray Wealth Management Inc. 880.10%0.15%0.22%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 880.42%0.59%0.72%Q4 2021Q3 20238
MBA Advisors LLC 880.19%0.25%0.30%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.07%0.17%0.38%Q4 2021Q3 20238
BARINGS LLC 880.01%0.03%0.06%Q3 2020Q2 20228
Congress Wealth Management LLC / DE / 880.01%0.02%0.03%Q4 2021Q3 20238
NCM Capital Management, LLC 880.37%0.49%0.56%Q4 2021Q3 20238
BRR OpCo, LLC 710.08%0.08%0.10%Q2 2020Q3 20228
ARS Wealth Advisors Group, LLC 620.38%0.58%0.73%Q3 2021Q3 20238
Winning Points Advisors, LLC 530.15%0.23%0.33%Q1 2021Q1 20238
FENIMORE ASSET MANAGEMENT INC 530.01%0.01%0.01%Q2 2021Q2 20238
MMBG INVESTMENT ADVISORS CO. 880.31%0.49%0.66%Q4 2021Q3 20238
Norman Fields, Gottscho Capital Management, LLC 210.08%0.10%0.14%Q2 2020Q1 20237
JUPITER ASSET MANAGEMENT LTD 610.00%0.00%0.01%Q2 2020Q2 20227
DOLIVER ADVISORS, LP 770.10%0.12%0.13%Q2 2020Q4 20217
Ferris Capital, LLC 430.19%0.21%0.24%Q2 2020Q1 20227
AlphaCore Capital LLC 770.17%0.29%0.44%Q1 2022Q3 20237
NORWOOD FINANCIAL CORP 770.07%0.08%0.11%Q1 2022Q3 20237
Morse Asset Management, Inc 610.43%0.72%0.97%Q2 2020Q2 20237
Clear Perspective Advisors, LLC 770.13%1.07%6.50%Q2 2020Q4 20217
VIKING FUND MANAGEMENT LLC 770.32%0.46%0.57%Q3 2020Q1 20227
Delphia (USA) Inc. 770.26%0.49%0.80%Q4 2021Q2 20237
Gouws Capital LLC 770.26%1.29%2.08%Q4 2021Q2 20237
TFO Wealth Partners, LLC 410.00%0.00%0.01%Q3 2020Q3 20237
Antonetti Capital Management LLC 520.23%0.33%0.56%Q3 2021Q3 20237
FIRST MIDWEST BANK TRUST DIVISION 770.25%0.28%0.31%Q2 2020Q4 20217
GODSEY & GIBB, INC 431.88%2.19%2.51%Q2 2020Q3 20237
Castleview Partners, LLC 430.00%0.02%0.06%Q4 2021Q3 20237
Fortis Advisors, LLC 410.01%0.06%0.08%Q1 2020Q3 20237
WESTPAC BANKING CORP 310.01%0.16%0.23%Q3 2020Q3 20237
L.M. KOHN & COMPANY 770.24%0.48%0.62%Q1 2022Q3 20237
OAKMONT Corp 770.02%0.02%0.03%Q1 2022Q3 20237
PARTNERS CAPITAL INVESTMENT GROUP, LLP 610.01%0.14%0.27%Q2 2020Q3 20237
Horizons Wealth Management 770.00%0.00%0.01%Q2 2022Q4 20237
Carroll Financial Associates, Inc. 770.07%0.08%0.10%Q2 2020Q4 20217
MRJ CAPITAL INC 771.09%1.79%2.42%Q2 2020Q4 20217
Grant Street Asset Management, Inc. 520.01%0.08%0.13%Q4 2020Q2 20237
Virtu Financial LLC 210.02%0.14%0.44%Q2 2020Q3 20237
FNY Investment Advisers, LLC 210.01%0.29%1.79%Q1 2020Q3 20237
SOUTHERN CAPITAL ADVISORS, LLC 770.13%0.18%0.20%Q4 2021Q2 20237
BLUEFIN CAPITAL MANAGEMENT, LLC 310.00%0.06%0.13%Q4 2020Q3 20237
Janney Montgomery Scott LLC 320.27%0.40%0.51%Q2 2020Q3 20237
Carson Advisory Inc. 770.20%0.27%0.36%Q4 2021Q2 20237
EQUITEC PROPRIETARY MARKETS, LLC 210.01%0.46%1.52%Q3 2020Q4 20217
ROMAN BUTLER FULLERTON & CO 770.12%0.17%0.20%Q1 2022Q3 20237
HERBST GROUP, LLC 770.56%0.98%1.73%Q1 2022Q3 20237
Cascade Investment Advisors, Inc. 610.02%0.03%0.04%Q1 2021Q1 20237
REUTER JAMES WEALTH MANAGEMENT, LLC 770.16%0.26%0.45%Q4 2021Q2 20237
SCHMIDT P J INVESTMENT MANAGEMENT INC 610.06%0.09%0.19%Q2 2020Q3 20237
Covestor Ltd 430.08%0.11%0.15%Q4 2021Q3 20237
SJS Investment Consulting Inc. 520.00%0.01%0.02%Q4 2021Q3 20237
ECLECTIC ASSOCIATES INC /ADV 770.24%0.31%0.39%Q1 2022Q3 20237
Gilbert & Cook, Inc. 770.08%0.11%0.13%Q1 2022Q3 20237
Mosaic Family Wealth, LLC 770.09%0.11%0.12%Q2 2020Q4 20217
LEWIS CAPITAL MANAGEMENT, LLC 770.24%0.32%0.39%Q4 2021Q2 20237
Chemistry Wealth Management LLC 770.20%0.30%0.35%Q1 2022Q3 20237
OLD DOMINION CAPITAL MANAGEMENT INC 770.35%0.64%1.54%Q1 2020Q3 20217
Maryland Capital Management 510.04%0.05%0.07%Q3 2020Q3 20227
Graves Light Lenhart Wealth, Inc. 770.02%0.03%0.03%Q4 2020Q2 20227
Dynamic Technology Lab Private Ltd 210.10%0.22%0.38%Q2 2020Q2 20237
Jade Capital Advisors, LLC 520.50%3.34%6.15%Q4 2020Q1 20237
Johanson Financial Advisors, Inc. 770.22%0.25%0.28%Q2 2020Q4 20217
Lenox Wealth Advisors, LLC 770.02%0.02%0.03%Q3 2020Q1 20227
AMUSSEN HUNSAKER ASSOCIATES LLC 512.50%3.14%4.13%Q2 2020Q3 20237
Rockbridge Investment Management, LCC 770.02%0.04%0.13%Q2 2020Q4 20217
Corton Capital Inc. 770.20%0.42%0.71%Q1 2022Q3 20237
CRA Financial Services, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
Galibier Capital Management Ltd. 770.17%0.19%0.27%Q3 2020Q1 20227
LATHROP INVESTMENT MANAGEMENT CORP 771.51%2.55%2.94%Q1 2022Q3 20237
US Asset Management LLC 430.25%0.29%0.33%Q3 2021Q2 20237
Lifeworks Advisors, LLC 770.12%0.13%0.14%Q1 2022Q3 20237
City State Bank 610.44%0.62%0.77%Q4 2021Q3 20237
Deane Retirement Strategies, Inc. 770.00%0.79%1.22%Q4 2021Q2 20237
Brightworth 430.02%0.04%0.07%Q2 2020Q3 20227
OCCUDO QUANTITATIVE STRATEGIES LP 410.06%0.21%0.30%Q1 2021Q3 20237
Rovida Advisors Inc. 772.14%2.30%2.55%Q2 2020Q4 20217
Keel Point, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Sciencast Management LP 510.08%0.30%0.57%Q2 2020Q3 20237
Versor Investments LP 510.02%0.04%0.07%Q1 2021Q3 20237
GOULD ASSET MANAGEMENT LLC /CA/ 770.09%0.11%0.16%Q2 2020Q4 20217
Harfst & Associates, Inc. 770.24%0.34%0.51%Q2 2020Q4 20217
Jump Financial, LLC 210.01%0.06%0.20%Q3 2020Q3 20237
DF DENT & CO INC 430.00%0.00%0.01%Q2 2020Q2 20237
Pineno Levin & Ford Asset Management, Inc. 770.22%0.25%0.27%Q2 2020Q4 20217
Byrne Asset Management LLC 770.82%0.96%1.05%Q4 2021Q2 20237
GHP Investment Advisors, Inc. 770.56%0.73%0.83%Q1 2022Q3 20237
Landmark Financial Advisors, LLC 770.08%0.11%0.13%Q4 2021Q2 20237
CAPE COD FIVE CENTS SAVINGS BANK 610.38%0.51%0.64%Q4 2020Q3 20227
Elgethun Capital Management 770.05%0.07%0.08%Q1 2022Q3 20237
MARKSTON INTERNATIONAL LLC 771.79%2.05%2.24%Q2 2020Q4 20217
Raleigh Capital Management Inc. 770.22%0.27%0.30%Q1 2022Q3 20237
Forum Financial Management, LP 610.03%0.06%0.11%Q4 2021Q3 20237
QVIDTVM Management LLC 778.62%11.36%12.92%Q4 2021Q2 20237
Resurgent Financial Advisors LLC 770.08%0.17%0.26%Q1 2022Q3 20237
Atlas Private Wealth Advisors 610.00%0.02%0.08%Q2 2020Q2 20237
BANK HAPOALIM BM 610.03%0.21%0.30%Q2 2021Q2 20237
Financial Engines Advisors L.L.C. 310.00%0.00%0.00%Q1 2020Q3 20237
Keystone Financial Services 770.12%0.13%0.14%Q4 2021Q2 20237
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 770.00%0.01%0.01%Q1 2020Q3 20217
Y-Intercept (Hong Kong) Ltd 310.04%0.21%0.74%Q1 2021Q3 20237
FORT, L.P. 520.11%0.43%0.81%Q2 2020Q2 20237
Cornerstone Wealth Group, LLC 770.62%0.68%0.82%Q3 2020Q1 20227
Waterfront Wealth Inc. 770.12%0.22%0.26%Q1 2022Q3 20237
Trexquant Investment LP 410.07%0.17%0.42%Q3 2020Q2 20237
Joseph P. Lucia & Associates, LLC 410.01%0.01%0.02%Q2 2020Q2 20227
Tyler-Stone Wealth Management 520.09%0.13%0.15%Q4 2021Q3 20237
Bayesian Capital Management, LP 610.02%0.37%0.66%Q3 2020Q2 20237
Three Bridge Wealth Advisors, LLC 770.62%0.87%1.14%Q1 2022Q3 20237
RPg Family Wealth Advisory, LLC 430.02%0.02%0.03%Q2 2020Q1 20227
Industrial Alliance Investment Management Inc. 520.02%0.03%0.07%Q4 2021Q3 20237
Altavista Wealth Management, Inc. 770.08%0.09%0.10%Q2 2020Q4 20217
Grace Capital 770.20%0.23%0.26%Q2 2020Q4 20217
Matrix Trust Co 770.05%0.22%0.33%Q1 2022Q3 20237
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 410.02%0.04%0.08%Q2 2020Q3 20237
Athena Investment Management 770.78%0.93%1.00%Q1 2022Q3 20237
Regent Peak Wealth Advisors LLC 410.03%0.25%0.56%Q2 2020Q3 20237
D L CARLSON INVESTMENT GROUP INC 520.80%1.05%1.38%Q2 2021Q3 20237
NEXT Financial Group, Inc 770.09%0.11%0.17%Q2 2020Q4 20217
Beacon Capital Management, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
Paragon Private Wealth Management, LLC 520.24%0.56%0.68%Q4 2021Q3 20237
FSC Wealth Advisors, LLC 520.04%0.09%0.24%Q4 2021Q3 20237
WCG Wealth Advisors LLC 660.02%0.12%0.24%Q2 2022Q3 20237
Atria Wealth Solutions, Inc. 770.10%0.13%0.16%Q1 2022Q3 20237
Blueprint Investment Partners LLC 770.06%0.13%0.18%Q3 2021Q1 20237
Eisler Capital (UK) Ltd. 310.01%0.13%0.41%Q2 2022Q3 20237
Eisler Capital (US) LLC 330.03%0.19%0.45%Q1 2023Q3 20237
LMCG INVESTMENTS, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Fortitude Advisory Group L.L.C. 770.17%0.24%0.32%Q4 2021Q2 20237
VERUS CAPITAL PARTNERS, LLC 770.07%0.11%0.13%Q1 2022Q3 20237
Capital Market Strategies LLC 430.28%0.38%0.48%Q1 2022Q4 20237
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 320.02%0.07%0.10%Q1 2021Q3 20237
Round Rock Advisors, LLC 770.23%0.31%0.39%Q1 2022Q3 20237
Continuum Advisory, LLC 770.05%0.08%0.10%Q1 2022Q3 20237
ANGELES WEALTH MANAGEMENT, LLC 770.07%0.15%0.33%Q1 2022Q3 20237
Peninsula Wealth, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
DAVIS-REA LTD. 771.77%2.56%3.14%Q4 2021Q2 20237
Coastwise Capital Group, LLC 770.51%0.59%0.78%Q1 2022Q3 20237
Interchange Capital Partners, LLC 430.12%0.27%0.43%Q4 2020Q2 20237
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 770.55%1.86%2.58%Q1 2022Q3 20237
WESPAC Advisors, LLC 310.17%0.35%0.75%Q4 2020Q3 20237
ACADIAN ASSET MANAGEMENT LLC 520.00%0.00%0.02%Q2 2020Q3 20237
GM Advisory Group, LLC 430.02%0.02%0.03%Q4 2020Q3 20237
Asset Allocation & Management Company, LLC 770.32%0.36%0.45%Q4 2021Q2 20237
High Note Wealth, LLC 770.12%0.36%0.44%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.71%1.10%1.35%Q1 2022Q3 20237
Cohen Capital Management, Inc. 770.96%1.20%1.34%Q1 2022Q3 20237
Beta Wealth Group, Inc. 770.24%0.27%0.32%Q1 2022Q3 20237
GDS Wealth Management 770.04%0.05%0.06%Q4 2021Q2 20237
HENGEHOLD CAPITAL MANAGEMENT LLC 770.03%0.03%0.04%Q1 2022Q3 20237
First Western Trust Bank 770.04%0.05%0.06%Q1 2022Q3 20237
Center For Asset Management LLC 770.42%0.51%0.56%Q1 2022Q3 20237
PAYDEN & RYGEL 520.70%1.17%1.47%Q2 2020Q2 20237
Autus Asset Management, LLC 770.02%0.03%0.04%Q2 2021Q4 20227
SPX Gestao de Recursos Ltda 771.10%1.91%3.06%Q4 2021Q2 20237
DOHJ, LLC 770.24%0.29%0.33%Q1 2022Q3 20237
Candriam S.C.A. 430.00%0.00%0.00%Q2 2020Q3 20237
SCHULHOFF & CO INC 430.08%0.10%0.11%Q3 2021Q2 20237
AIA Group Ltd 770.02%0.04%0.08%Q3 2021Q1 20237
Eagle Bluffs Wealth Management LLC 770.22%0.29%0.35%Q4 2021Q2 20237
Tower View Wealth Management LLC 610.00%1.20%1.67%Q2 2020Q2 20237
Eldridge Investment Advisors, Inc. 770.07%0.09%0.10%Q1 2022Q3 20237
Blueshift Asset Management, LLC 410.03%0.23%0.58%Q3 2020Q1 20237
CHELSEA COUNSEL CO 611.22%1.36%1.54%Q4 2020Q3 20237
Townsend & Associates, Inc 770.10%0.77%1.64%Q1 2022Q3 20237
OLIO Financial Planning 770.11%0.23%0.31%Q4 2021Q2 20237
LexAurum Advisors, LLC 770.07%0.09%0.16%Q1 2022Q3 20237
PARADIGM CAPITAL MANAGEMENT INC/NY 430.01%0.01%0.02%Q3 2021Q2 20237
Evolution Advisers, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
Claybrook Capital, LLC 770.24%0.61%0.91%Q2 2020Q4 20217
First American Bank 770.09%0.14%0.21%Q2 2020Q4 20217
Country Club Trust Company, n.a. 770.94%1.08%1.32%Q2 2020Q4 20217
Truehand, Inc 770.02%0.04%0.05%Q2 2020Q4 20217
HAZLETT, BURT & WATSON, INC. 770.20%0.26%0.28%Q1 2022Q3 20237
Berman Capital Advisors, LLC 770.03%0.04%0.08%Q1 2020Q3 20217
Security National Bank 770.19%0.24%0.29%Q1 2022Q3 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.07%0.09%0.13%Q1 2022Q3 20237
Slow Capital, Inc. 770.06%0.07%0.08%Q2 2020Q4 20217
Wagner Wealth Management, LLC 420.03%0.04%0.07%Q1 2021Q3 20226
Fund Management at Engine No. 1 LLC 660.31%0.36%0.40%Q1 2022Q2 20236
ICA Group Wealth Management, LLC 660.02%0.17%0.22%Q1 2022Q2 20236
MIRABELLA FINANCIAL SERVICES LLP 420.06%0.44%0.70%Q2 2020Q4 20226
ICICI Prudential Asset Management Co Ltd 510.16%1.45%3.40%Q4 2020Q3 20236
Ignite Planners, LLC 660.18%0.22%0.28%Q1 2022Q2 20236
NewSquare Capital LLC 330.00%0.00%0.00%Q1 2020Q3 20236
Curtis Advisory Group, LLC 310.08%0.09%0.11%Q4 2020Q4 20226
FOX RUN MANAGEMENT, L.L.C. 420.22%0.50%0.77%Q3 2020Q2 20236
NUANCE INVESTMENTS, LLC 660.01%0.01%0.02%Q2 2020Q3 20216
Hillsdale Investment Management Inc. 220.00%0.00%0.01%Q1 2020Q3 20236
Joule Financial, LLC 660.12%0.15%0.17%Q2 2022Q3 20236
Schneider Downs Wealth Management Advisors, LP 660.06%0.08%0.09%Q1 2021Q2 20226
DUALITY ADVISERS, LP 310.11%0.30%0.53%Q1 2021Q3 20236
Steward Financial Group LLC 330.00%0.03%0.06%Q4 2021Q3 20236
Azimuth Capital Investment Management LLC 660.25%0.33%0.38%Q2 2022Q3 20236
Itau Unibanco Holding S.A. 660.00%0.01%0.01%Q2 2022Q3 20236
Safeguard Investment Advisory Group, LLC 510.05%0.16%0.30%Q4 2020Q3 20236
Portfolio Solutions, LLC 660.07%0.09%0.10%Q2 2021Q3 20226
GUARDIAN INVESTMENT MANAGEMENT 420.30%0.53%0.70%Q3 2021Q3 20236
Evolution Wealth Advisors, LLC 660.00%0.00%0.01%Q2 2020Q3 20216
Bridgewater Advisors Inc. 660.08%0.10%0.15%Q1 2021Q2 20226
Freedman Financial Associates, Inc. 660.14%0.16%0.17%Q4 2020Q1 20226
MARSHALL & SULLIVAN INC /WA/ 661.65%2.14%2.40%Q2 2022Q3 20236
Bryn Mawr Capital Management, LLC 420.06%0.82%1.48%Q1 2022Q3 20236
Columbia Trust Co 01012016 660.11%0.11%0.12%Q3 2021Q4 20226
Firestone Capital Management 660.03%0.04%0.05%Q2 2020Q3 20216
Lombard Odier Asset Management (Switzerland) SA 210.02%0.03%0.04%Q1 2021Q1 20236
Obsidian Personal Planning Solutions LLC 660.19%0.42%0.52%Q2 2022Q3 20236
KWB Wealth 660.07%0.07%0.08%Q2 2022Q3 20236
SILVERLAKE WEALTH MANAGEMENT LLC 660.14%0.19%0.24%Q2 2022Q3 20236
SECURITY NATIONAL TRUST CO 660.49%0.52%0.57%Q2 2020Q3 20216
REILLY FINANCIAL ADVISORS, LLC 510.60%0.86%0.96%Q2 2020Q4 20216
Strategic Investment Advisors / MI 510.12%0.14%0.17%Q1 2022Q3 20236
FSM Wealth Advisors, LLC 660.20%0.44%0.58%Q2 2022Q3 20236
Marshall Wace North America L.P. 660.01%0.23%0.59%Q1 2020Q2 20216
Hamilton Wealth, LLC 420.07%0.13%0.19%Q4 2021Q3 20236
Alexandria Capital, LLC 660.46%0.57%0.72%Q2 2020Q3 20216
Catalyst Capital Advisors LLC 660.10%0.13%0.17%Q1 2022Q2 20236
LifePro Asset Management 330.07%0.13%0.18%Q4 2021Q2 20236
Alera Investment Advisors, LLC 660.06%0.06%0.08%Q1 2022Q2 20236
AAF Wealth Management, LLC 660.16%0.18%0.20%Q2 2022Q3 20236
WEDGE CAPITAL MANAGEMENT L L P/NC 660.00%0.00%0.00%Q1 2022Q2 20236
Whitegate Investment Counselors, Inc. 660.29%0.31%0.35%Q2 2020Q3 20216
QCI ASSET MANAGEMENT INC/NY 660.07%0.08%0.08%Q2 2020Q3 20216
Tandem Investment Advisors, Inc. 660.03%1.70%2.45%Q2 2020Q3 20216
GUARDIAN WEALTH ADVISORS, LLC / NC 660.05%0.06%0.08%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.08%0.13%0.18%Q2 2022Q3 20236
Stratos Wealth Advisors, LLC 510.04%0.13%0.23%Q2 2020Q3 20226
Capital Bank & Trust Co 660.08%0.16%0.23%Q1 2020Q2 20216
Homrich & Berg 660.09%0.11%0.12%Q2 2020Q3 20216
InterOcean Capital Group, LLC 660.02%0.03%0.03%Q2 2022Q3 20236
Holloway Wealth Management, LLC 330.00%0.01%0.04%Q2 2020Q4 20216
Blackhawk Capital Partners LLC. 660.53%0.68%0.75%Q3 2020Q4 20216
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.16%0.21%0.24%Q2 2022Q3 20236
Cordatus Wealth Management LLC 330.29%0.37%0.54%Q3 2020Q2 20226
BSW Wealth Partners 330.05%0.05%0.06%Q4 2021Q2 20236
Single Point Partners, LLC 660.06%0.12%0.36%Q1 2022Q2 20236
CARDIFF PARK ADVISORS, LLC 510.03%0.04%0.05%Q4 2021Q2 20236
NBW CAPITAL LLC 660.05%0.77%0.99%Q1 2022Q2 20236
Lloyd Advisory Services, LLC. 410.00%0.08%0.49%Q2 2020Q3 20236
First National Advisers, LLC 660.87%1.65%2.03%Q2 2022Q3 20236
ONTARIO TEACHERS PENSION PLAN BOARD 660.00%0.02%0.04%Q1 2022Q2 20236
Manning & Napier Group, LLC 420.25%0.28%0.31%Q2 2020Q3 20236
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Perennial Advisors, LLC 310.01%0.03%0.07%Q2 2020Q2 20236
Axiom Investment Management LLC 510.07%0.48%1.60%Q1 2021Q3 20226
RFG Advisory, LLC 660.03%0.09%0.11%Q1 2022Q2 20236
Goodman Advisory Group, LLC 660.01%0.03%0.06%Q2 2022Q3 20236
Stratos Investment Management, LLC 510.18%0.34%0.40%Q2 2020Q4 20216
FARR MILLER & WASHINGTON LLC/DC 661.62%2.34%2.92%Q2 2020Q3 20216
Ascent Group, LLC 660.03%0.04%0.04%Q1 2022Q2 20236
AMP Capital Investors Ltd 660.14%0.16%0.18%Q2 2020Q3 20216
Mystic Asset Management, Inc. 511.41%1.77%2.07%Q4 2021Q3 20236
Bullseye Investment Management, LLC 330.15%0.19%0.25%Q4 2021Q2 20236
Essex Private Wealth Management, LLC 660.29%0.33%0.36%Q3 2020Q4 20216
INTECH INVESTMENT MANAGEMENT LLC 660.04%0.05%0.06%Q2 2022Q3 20236
Corsicana & Co. 660.68%0.79%0.95%Q2 2021Q3 20226
Clarus Wealth Advisors 420.25%0.39%0.46%Q2 2020Q2 20226
Mercer Capital Advisers, Inc. 660.06%0.07%0.07%Q2 2020Q3 20216
SG3 Management, LLC 330.00%0.17%0.48%Q2 2020Q1 20226
UNITED SERVICES AUTOMOBILE ASSOCIATION 660.07%0.11%0.14%Q2 2022Q3 20236
Chiron Investment Management, LLC 410.24%2.04%3.49%Q2 2020Q3 20226
Schubert & Co 660.00%0.02%0.03%Q4 2021Q1 20236
Baker Avenue Asset Management, LP 410.01%0.01%0.03%Q1 2020Q3 20236
Foster Victor Wealth Advisors, LLC 660.03%0.04%0.05%Q2 2022Q3 20236
ALBION FINANCIAL GROUP /UT 330.00%0.02%0.03%Q4 2021Q3 20236
Karn, Couzens & Associates, Inc. 660.28%0.31%0.32%Q4 2020Q1 20226
McLean Asset Management Corp 310.08%0.10%0.16%Q3 2021Q2 20236
Sageworth Trust Co of South Dakota 660.31%0.64%1.07%Q4 2021Q1 20236
WEST BANCORPORATION INC 510.02%0.09%0.20%Q3 2020Q4 20226
Brendel Financial Advisors LLC 310.11%0.18%0.36%Q2 2021Q2 20236
Nvest Financial, LLC 661.97%2.69%3.14%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.01%0.01%0.02%Q2 2022Q3 20236
Autumn Glory Partners, LLC 310.34%1.18%1.66%Q4 2021Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.66%0.84%1.00%Q2 2021Q4 20226
Carroll Investors, Inc 310.01%0.20%0.40%Q4 2021Q3 20236
WORLDQUANT MILLENNIUM ADVISORS LLC 510.01%0.12%0.30%Q2 2021Q1 20236
Filbrandt Wealth Management, LLC 660.08%0.09%0.12%Q2 2020Q3 20216
Czech National Bank 660.29%0.38%0.46%Q3 2022Q4 20236
Quantitative Investment Management, LLC 310.14%0.86%2.24%Q2 2020Q3 20236
Cyrus J. Lawrence, LLC 660.00%0.49%1.67%Q1 2022Q2 20236
BNP Paribas Asset Management Holding S.A. 660.00%0.01%0.01%Q2 2020Q3 20216
KLK CAPITAL MANAGEMENT LLC 511.06%1.21%1.41%Q1 2022Q3 20236
Stonehage Fleming Financial Services Holdings Ltd 420.03%0.06%0.08%Q4 2020Q2 20226
Ellevest, Inc. 210.00%0.01%0.02%Q2 2020Q1 20236
Alyeska Investment Group, L.P. 310.01%0.30%0.62%Q4 2020Q2 20236
Artemis Wealth Advisors, LLC 660.06%0.09%0.13%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.19%0.22%0.23%Q4 2020Q1 20226
Engineers Gate Manager LP 410.01%0.21%0.46%Q2 2020Q3 20236
Buttonwood Financial Advisors Inc. 660.15%0.19%0.21%Q1 2022Q2 20236
Connectus Wealth, LLC 660.41%0.56%0.66%Q2 2022Q3 20236
Blume Capital Management, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
World Asset Management Inc 660.32%0.34%0.36%Q2 2020Q3 20216
MANCHESTER FINANCIAL INC 410.06%0.07%0.08%Q2 2020Q2 20236
Blue Trust, Inc. 660.02%0.03%0.04%Q2 2022Q3 20236
Dai-ichi Life Insurance Company, Ltd 660.02%0.14%0.38%Q2 2020Q3 20216
Savior LLC 660.00%0.02%0.02%Q1 2020Q2 20216
Stratos Wealth Partners, LTD. 510.08%0.09%0.10%Q2 2020Q4 20216
FARALLON CAPITAL MANAGEMENT LLC 661.62%1.94%2.48%Q4 2020Q1 20226
WP Advisors, LLC 660.09%0.13%0.16%Q1 2022Q2 20236
JAMES INVESTMENT RESEARCH INC 220.00%0.04%0.20%Q2 2020Q1 20236
Tredje AP-fonden 660.19%0.22%0.27%Q2 2020Q3 20216
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
Naviter Wealth, LLC 660.21%0.32%0.40%Q2 2022Q3 20236
Sterling Investment Counsel, LLC 660.15%0.20%0.23%Q1 2022Q2 20236
CANTOR FITZGERALD, L. P. 660.49%0.58%0.68%Q2 2022Q3 20236
Livingston Group Asset Management CO (operating as Southport Capital Management) 660.06%0.09%0.11%Q3 2020Q4 20216
Lansing Street Advisors 660.04%0.04%0.05%Q1 2022Q2 20236
Delaney Dennis R 511.54%2.07%2.61%Q2 2020Q3 20236
Gemmer Asset Management LLC 510.00%0.00%0.01%Q2 2020Q1 20226
Worth Asset Management, LLC 660.08%0.10%0.13%Q1 2022Q2 20236
FIRST INTERSTATE BANK 510.02%0.04%0.05%Q1 2022Q3 20236
Grant/GrossMendelsohn, LLC 420.28%0.41%0.48%Q1 2022Q3 20236
FORA Capital, LLC 310.22%0.49%1.31%Q2 2020Q3 20236
Psagot Value Holdings Ltd. 660.01%0.03%0.08%Q2 2020Q3 20216
EP Wealth Advisors, LLC 420.07%0.65%0.92%Q1 2022Q3 20236
WFA of San Diego, LLC 210.08%0.11%0.15%Q3 2021Q3 20236
Highview Capital Management LLC/DE/ 660.61%0.69%0.81%Q1 2022Q2 20236
WealthSpring Partners, LLC 550.39%0.50%0.56%Q3 2022Q3 20235
Princeton Portfolio Strategies Group LLC 550.29%0.32%0.40%Q2 2020Q2 20215
Corbenic Partners LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Alpha Family Trust 410.13%0.22%0.31%Q2 2022Q3 20235
Paragon Capital Management Ltd 320.04%0.05%0.06%Q3 2021Q1 20235
Janney Capital Management LLC 210.36%0.60%0.79%Q2 2020Q2 20235
COMGEST GLOBAL INVESTORS S.A.S. 550.02%0.02%0.02%Q2 2020Q2 20215
Retirement Systems of Alabama 210.36%0.42%0.48%Q4 2020Q2 20235
DUDLEY CAPITAL MANAGEMENT, LLC 440.00%0.52%0.74%Q4 2022Q3 20235
GLENVIEW STATE BANK TRUST DEPT. 550.08%0.10%0.14%Q2 2020Q2 20215
Permanens Capital L.P. 550.03%0.05%0.09%Q2 2020Q2 20215
Covenant Multifamily Offices, LLC 410.04%0.06%0.10%Q2 2020Q3 20215
Ronit Capital LLP 550.10%0.26%0.44%Q4 2020Q4 20215
Baron Wealth Management LLC 550.21%0.24%0.28%Q4 2022Q4 20235
FIR TREE CAPITAL MANAGEMENT LP 550.64%3.37%4.59%Q2 2020Q2 20215
FormulaFolio Investments, LLC 550.00%0.03%0.05%Q2 2020Q2 20215
Teamwork Financial Advisors, LLC 550.04%0.06%0.06%Q2 2022Q2 20235
Private Advisory Group LLC 550.70%0.79%0.84%Q4 2020Q4 20215
Corrigan Financial, Inc. 550.07%0.08%0.09%Q4 2021Q4 20225
Quadrature Capital Ltd 410.04%0.45%1.06%Q2 2020Q3 20235
Traynor Capital Management, Inc. 320.03%0.03%0.04%Q1 2022Q2 20235
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 220.09%0.22%0.55%Q1 2021Q2 20215
ROMANO BROTHERS AND COMPANY 550.55%0.92%1.07%Q3 2022Q3 20235
Crescent Capital Consulting, LLC 550.05%0.07%0.08%Q4 2020Q4 20215
BRANDES INVESTMENT PARTNERS, LP 550.01%0.01%0.02%Q3 2021Q3 20225
BP PLC 550.12%0.18%0.32%Q2 2020Q2 20215
CHAPIN DAVIS, INC. 440.01%0.42%0.56%Q4 2022Q3 20235
OSTERWEIS CAPITAL MANAGEMENT INC 550.01%0.01%0.01%Q3 2022Q3 20235
Summit Trail Advisors, LLC 410.01%0.02%0.03%Q2 2022Q3 20235
Synergy Asset Management, LLC 551.17%1.64%2.09%Q3 2022Q3 20235
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 550.29%0.33%0.37%Q4 2021Q4 20225
Redwood Investment Management, LLC 550.15%0.19%0.22%Q3 2020Q3 20215
Luken Investment Analytics, LLC 410.33%0.43%0.51%Q4 2020Q3 20235
Congress Park Capital LLC 320.59%0.75%0.97%Q2 2020Q2 20235
Ocean Capital Management, LLC 410.11%0.21%0.28%Q2 2022Q3 20235
Ellenbecker Investment Group 320.06%0.06%0.07%Q1 2022Q3 20235
Altman Advisors, Inc. 550.63%0.81%1.15%Q1 2022Q1 20235
Elmwood Wealth Management, Inc. 210.05%0.08%0.11%Q2 2020Q4 20215
Avitas Wealth Management LLC 320.27%0.47%0.94%Q1 2022Q2 20235
ARMSTRONG SHAW ASSOCIATES INC/CT 320.18%0.20%0.22%Q1 2022Q2 20235
Rheos Capital Works Inc. 550.11%0.28%0.42%Q3 2022Q3 20235
BARRETT & COMPANY, INC. 550.04%0.06%0.07%Q3 2022Q3 20235
GROUP ONE TRADING, L.P. 320.00%0.01%0.04%Q2 2020Q3 20235
PROFESSIONAL PLANNING 410.17%0.19%0.27%Q2 2020Q3 20215
Nachman Norwood & Parrott, Inc 550.09%0.10%0.12%Q2 2020Q2 20215
Shorepoint Capital Partners LLC 320.07%1.01%2.01%Q2 2020Q3 20235
Inlet Private Wealth, LLC 320.05%0.06%0.07%Q1 2022Q2 20235
Landsberg, Bennett, & Dubbaneh LLC 550.05%0.12%0.14%Q3 2020Q3 20215
Wilkinson Global Asset Management LLC 410.01%0.02%0.03%Q1 2022Q3 20235
Leucadia National 440.00%0.03%0.06%Q4 2022Q3 20235
Shulman DeMeo Asset Management LLC 320.06%0.07%0.07%Q1 2022Q2 20235
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 550.42%0.45%0.47%Q2 2022Q2 20235
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 410.00%0.02%0.08%Q2 2020Q3 20235
Lake Point Wealth Management 550.02%0.03%0.03%Q2 2021Q2 20225
ERn Financial, LLC 550.05%0.06%0.08%Q2 2022Q2 20235
Cornerstone Advisors, LLC 550.28%0.63%0.86%Q3 2022Q3 20235
JBJ Investment Partners, LLC 550.06%0.06%0.06%Q4 2020Q4 20215
COLTON GROOME FINANCIAL ADVISORS, LLC 550.12%0.16%0.18%Q2 2022Q2 20235
Legend Financial Advisors, Inc. 550.04%0.04%0.05%Q3 2022Q3 20235
Woodline Partners LP 310.18%0.74%1.30%Q4 2021Q3 20235
WASATCH ADVISORS LP 550.01%0.01%0.02%Q3 2020Q3 20215
OPTIONS SOLUTIONS, LLC 320.23%0.40%0.84%Q4 2021Q3 20235
Loveless Wealth Management LLC 410.17%0.18%0.20%Q2 2020Q3 20215
Detalus Advisors, LLC 310.11%0.12%0.12%Q1 2021Q2 20235
General Partner, Inc. 550.30%0.38%0.45%Q4 2022Q4 20235
BADGLEY PHELPS & BELL INC 550.37%0.44%0.60%Q2 2020Q2 20215
Cascadia Advisory Services, LLC 320.11%0.24%0.64%Q2 2020Q3 20215
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 550.12%0.17%0.20%Q3 2022Q3 20235
Minot Wealth Management LLC 550.07%0.37%0.92%Q2 2021Q2 20225
Lion Street Advisors, LLC 210.12%0.14%0.14%Q3 2021Q2 20235
STRATEGIC WEALTH MANAGEMENT INC 550.00%0.06%0.28%Q2 2020Q2 20215
KELLY LAWRENCE W & ASSOCIATES INC/CA 550.00%0.00%0.00%Q3 2022Q3 20235
Wealth Quarterback LLC 210.12%0.17%0.29%Q2 2021Q3 20235
LEVEL FOUR FINANCIAL, LLC 440.00%0.16%0.21%Q4 2020Q3 20215
Souders Financial Advisors 550.47%0.62%0.73%Q3 2022Q3 20235
STEWART & PATTEN CO LLC 550.03%0.04%0.04%Q4 2020Q4 20215
Aaron Wealth Advisors LLC 410.02%0.04%0.06%Q1 2022Q3 20235
MARVIN & PALMER ASSOCIATES INC 553.99%4.34%4.79%Q1 2022Q1 20235
Client First Capital LLC 320.15%0.16%0.17%Q1 2022Q2 20235
IAG Wealth Partners, LLC 310.00%0.00%0.01%Q2 2020Q3 20235
TruWealth Advisors, LLC 550.17%0.18%0.18%Q4 2020Q4 20215
KAVAR CAPITAL PARTNERS GROUP, LLC 320.05%0.05%0.05%Q1 2022Q2 20235
Laurel Wealth Planning LLC 550.01%0.01%0.01%Q4 2020Q4 20215
McCarthy Asset Management, Inc. 410.01%0.01%0.01%Q4 2020Q1 20225
ARS Wealth Advisors, LLC 550.73%1.04%1.29%Q2 2020Q2 20215
San Luis Wealth Advisors LLC 310.10%0.26%0.42%Q4 2020Q1 20235
True Link Financial Advisors, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
B. Metzler seel. Sohn & Co. AG 550.01%0.01%0.02%Q4 2021Q4 20225
Coppell Advisory Solutions LLC 410.12%0.17%0.19%Q4 2020Q3 20235
Navis Wealth Advisors, LLC 310.22%0.27%0.38%Q4 2020Q2 20235
Canvas Wealth Advisors, LLC 550.10%0.11%0.13%Q1 2022Q1 20235
Capitolis Advisors LLC 550.06%0.09%0.12%Q4 2020Q4 20215
Alaethes Wealth LLC 410.01%0.59%0.84%Q1 2022Q3 20235
NORTHSTAR INVESTMENT ADVISORS LLC 550.10%0.12%0.19%Q2 2020Q2 20215
Strategic Asset Management, LLC 550.09%0.10%0.11%Q3 2021Q3 20225
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 550.20%0.32%0.39%Q3 2022Q3 20235
Zurich Insurance Group Ltd/FI 210.02%0.33%0.90%Q1 2021Q2 20235
St. James Investment Advisors, LLC 551.50%1.80%2.39%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.03%0.04%0.04%Q4 2021Q4 20225
MARATHON CAPITAL MANAGEMENT 550.10%0.12%0.14%Q3 2022Q3 20235
TITLEIST CAPITAL, LLC 550.13%0.15%0.18%Q4 2021Q4 20225
Cassady Schiller Wealth Management, LLC 410.06%0.08%0.09%Q4 2021Q3 20235
FIRST MERCANTILE TRUST CO 550.07%0.08%0.08%Q3 2020Q3 20215
Legacy CG, LLC 551.38%1.62%1.81%Q1 2022Q1 20235
American Trust 550.04%0.05%0.06%Q4 2021Q4 20225
HARBOUR INVESTMENT MANAGEMENT LLC 550.91%1.13%1.28%Q3 2022Q3 20235
PICTET ASSET MANAGEMENT LTD 550.06%0.06%0.07%Q2 2020Q2 20215
FMA ADVISORY INC 410.70%0.84%1.06%Q2 2020Q3 20215
Western Pacific Wealth Management, LP 550.04%0.06%0.09%Q3 2022Q3 20235
NEIRG Wealth Management, LLC 550.26%0.30%0.35%Q1 2022Q1 20235
AlphaMark Advisors, LLC 320.00%0.22%0.42%Q2 2020Q3 20235
Bridgewater Associates 550.04%0.11%0.30%Q4 2021Q4 20225
Ameliora Wealth Management Ltd. 550.02%0.03%0.04%Q3 2022Q3 20235
Geller Advisors LLC 410.03%0.05%0.07%Q2 2020Q3 20235
Red Tortoise LLC 410.01%0.03%0.05%Q3 2021Q3 20235
Blackston Financial Advisory Group, LLC 550.17%0.20%0.23%Q2 2022Q2 20235
South Street Advisors LLC 551.55%2.15%2.55%Q3 2022Q3 20235
SBK Financial, Inc. 550.46%0.75%0.96%Q4 2021Q4 20225
K.J. Harrison & Partners Inc 410.03%0.12%0.21%Q3 2020Q2 20225
Global Wealth Strategies & Associates 550.01%0.02%0.02%Q4 2022Q4 20235
Zuckerman Investment Group, LLC 550.03%0.06%0.12%Q3 2022Q3 20235
Aspire Wealth Management Corp 320.16%0.18%0.19%Q1 2022Q2 20235
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 550.01%0.13%0.30%Q1 2021Q1 20225
MOORE CAPITAL MANAGEMENT, LP 210.06%0.16%0.30%Q4 2020Q3 20225
Balboa Wealth Partners 550.25%0.35%0.44%Q3 2022Q3 20235
TWO SIGMA ADVISERS, LP 410.09%0.26%0.46%Q2 2020Q3 20235
Quantum Financial Advisors, LLC 410.06%0.08%0.10%Q2 2022Q3 20235
SIMPLEX TRADING, LLC 310.00%0.00%0.00%Q3 2020Q1 20235
QS Investors, LLC 550.02%0.02%0.02%Q2 2020Q2 20215
Transamerica Financial Advisors, Inc. 410.01%0.02%0.03%Q2 2020Q4 20215
Bronson Point Management LLC 551.13%2.89%5.53%Q3 2020Q3 20215
Greenfield Savings Bank 550.48%0.63%0.74%Q4 2022Q4 20235
MONTCHANIN ASSET MANAGEMENT, LLC 550.49%0.54%0.58%Q2 2022Q2 20235
USCA RIA LLC 550.73%0.84%0.95%Q2 2020Q2 20215
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 320.01%0.01%0.01%Q1 2021Q3 20225
CHASE INVESTMENT COUNSEL CORP 550.13%1.01%2.45%Q1 2022Q1 20235
Dakota Community Bank & Trust NA 550.46%0.64%0.73%Q3 2022Q3 20235
Patrick Mauro Investment Advisor, INC. 551.77%2.09%2.29%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.18%0.33%0.38%Q3 2022Q3 20235
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.26%0.31%0.40%Q2 2020Q2 20215
Colonial Trust Co / SC 550.26%0.28%0.29%Q3 2022Q3 20235
Cipher Capital LP 310.03%0.36%0.84%Q3 2020Q2 20235
Smith Anglin Financial, LLC 320.02%0.04%0.06%Q1 2022Q2 20235
PYA Waltman Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
3Chopt Investment Partners, LLC 440.58%0.75%0.86%Q4 2022Q3 20234
SIENA CAPITAL LLC 440.77%0.97%1.08%Q4 2021Q3 20224
apricus wealth, LLC 310.22%0.24%0.26%Q4 2021Q4 20224
KARLINSKI ANDREW C 440.00%0.01%0.02%Q4 2021Q3 20224
Verde Servicos Internacionais S.A. 443.34%4.54%5.46%Q4 2020Q3 20214
Capital Advantage, Inc. 440.10%0.11%0.12%Q2 2020Q1 20214
Legato Capital Management LLC 440.26%0.58%0.79%Q4 2022Q3 20234
Hurlow Wealth Management Group, Inc. 310.10%0.12%0.14%Q2 2022Q2 20234
Montz Harcus Wealth Management LLC 310.19%0.21%0.23%Q2 2022Q2 20234
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 440.38%0.51%0.61%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.31%1.04%1.50%Q4 2022Q3 20234
Machina Capital S.A.S. 310.12%0.52%1.04%Q1 2022Q3 20234
Strengthening Families & Communities, LLC 310.00%0.00%0.01%Q4 2021Q3 20234
INFRASTRUCTURE CAPITAL ADVISORS, LLC 210.05%0.31%0.84%Q2 2020Q2 20234
GTS SECURITIES LLC 220.02%0.03%0.05%Q2 2023Q3 20234
BRADY FAMILY WEALTH, LLC 441.12%1.44%1.68%Q4 2022Q3 20234
CHARTWELL INVESTMENT PARTNERS, LLC 440.06%0.07%0.08%Q2 2020Q1 20214
LBP AM SA 440.24%0.29%0.34%Q4 2022Q3 20234
Waycross Investment Management Co 441.07%1.24%1.32%Q4 2022Q3 20234
HENNESSY ADVISORS INC 440.28%0.30%0.32%Q1 2021Q4 20214
J. L. Bainbridge & Co., Inc. 441.68%1.88%2.29%Q2 2020Q1 20214
WINTON GROUP Ltd 440.02%0.03%0.04%Q1 2022Q4 20224
PROVENCE WEALTH MANAGEMENT GROUP 440.17%0.22%0.26%Q4 2022Q3 20234
BlueCrest Capital Management Ltd 220.04%0.18%0.28%Q2 2023Q3 20234
Harvest Investment Advisors, LLC 441.29%1.65%1.90%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.19%0.28%0.34%Q4 2022Q3 20234
SCHAFER CULLEN CAPITAL MANAGEMENT INC 441.62%2.14%3.47%Q2 2020Q1 20214
Taylor Wealth Management Partners 441.10%1.28%1.58%Q2 2020Q1 20214
WIN ADVISORS, INC 440.01%0.03%0.07%Q1 2022Q4 20224
ZEKE CAPITAL ADVISORS, LLC 440.05%0.06%0.07%Q1 2022Q4 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.01%0.01%Q4 2022Q3 20234
Smith, Graham & Co., Investment Advisors, LP 440.32%0.40%0.49%Q2 2020Q1 20214
Lakewood Asset Management LLC 441.29%1.52%1.62%Q4 2022Q3 20234
Capital Wealth Planning, LLC 220.01%0.03%0.11%Q2 2020Q2 20214
Cravens & Co Advisors, LLC 440.70%0.86%0.94%Q4 2022Q3 20234
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 440.16%0.18%0.19%Q3 2022Q2 20234
Fifth Third Wealth Advisors LLC 440.29%0.47%0.77%Q1 2023Q4 20234
American Money Management, LLC 440.14%0.16%0.20%Q2 2020Q1 20214
BUILDER INVESTMENT GROUP INC /ADV 441.28%1.60%1.90%Q4 2022Q3 20234
Sullivan, Bruyette, Speros & Blaney, LLC 440.03%0.04%0.04%Q2 2020Q1 20214
True Wealth Design, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
WealthPlan Investment Management, LLC 210.01%0.02%0.03%Q1 2022Q2 20234
Carr Financial Group Corp 440.12%0.14%0.17%Q4 2022Q3 20234
Massachusetts Wealth Management 440.50%0.67%0.74%Q4 2022Q3 20234
Sanford Advisory Services, LLC 440.06%0.08%0.09%Q1 2022Q4 20224
Wallace Advisory Group, LLC 440.48%0.50%0.54%Q4 2022Q3 20234
Reilly Herbert Faulkner III 440.10%0.11%0.12%Q2 2020Q1 20214
CSat Investment Advisory, L.P. 440.00%0.00%0.01%Q2 2020Q1 20214
CORNERCAP INVESTMENT COUNSEL INC 310.13%0.15%0.21%Q2 2020Q2 20224
ARMSTRONG ADVISORY GROUP, INC 440.05%0.08%0.10%Q4 2022Q3 20234
Applied Finance Capital Management, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
CIC Wealth, LLC 440.19%0.26%0.29%Q4 2022Q3 20234
Corundum Group, Inc. 440.14%0.16%0.17%Q3 2022Q2 20234
OAKWOOD CAPITAL MANAGEMENT LLC/CA 221.16%1.33%1.61%Q2 2020Q2 20214
LMG Wealth Partners, LLC 441.51%1.79%1.92%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.05%0.08%Q4 2022Q3 20234
Latitude Advisors, LLC 310.07%0.13%0.26%Q4 2020Q1 20224
Delta Financial Group, Inc. 440.08%0.18%0.36%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.17%0.22%0.25%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.09%0.12%0.14%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
New England Research & Management, Inc. 440.53%0.61%0.65%Q2 2022Q1 20234
Callan Family Office, LLC 440.08%0.16%0.34%Q4 2022Q3 20234
INVICTUS PRIVATE WEALTH, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Thomas J. Herzfeld Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.20%0.30%0.38%Q4 2022Q3 20234
Kowal Investment Group, LLC 310.01%0.06%0.08%Q3 2021Q3 20234
Tanglewood Legacy Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Litman Gregory Wealth Management LLC 440.01%0.02%0.02%Q2 2020Q1 20214
New Hampshire Trust 440.77%1.00%1.18%Q4 2022Q3 20234
RFP Financial Group LLC 440.02%0.07%0.10%Q4 2022Q3 20234
JAG CAPITAL MANAGEMENT, LLC 330.02%0.02%0.03%Q1 2023Q3 20234
Financial Freedom, LLC 440.07%0.09%0.10%Q4 2022Q3 20234
Hardman Johnston Global Advisors LLC 440.10%0.13%0.17%Q4 2022Q3 20234
Applied Capital LLC/FL 440.59%0.69%0.74%Q4 2022Q3 20234
NORTH AMERICAN MANAGEMENT CORP 441.94%2.20%2.47%Q2 2020Q1 20214
Empowered Funds, LLC 440.12%0.20%0.32%Q4 2022Q3 20234
Quantitative Systematic Strategies LLC 440.08%0.41%0.81%Q3 2020Q2 20214
Moran Wealth Management, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Owen LaRue, LLC 440.32%0.38%0.54%Q4 2022Q3 20234
Interval Partners, LP 330.09%0.44%0.62%Q1 2021Q3 20214
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.06%0.10%0.14%Q4 2022Q3 20234
Ethos Financial Group, LLC 440.08%0.08%0.08%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.07%0.19%0.30%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.14%0.17%0.19%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 441.08%1.34%1.51%Q1 2023Q4 20234
Columbia Asset Management 440.24%0.26%0.28%Q2 2020Q1 20214
Schear Investment Advisers, LLC 440.49%0.68%0.78%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.32%0.40%0.45%Q4 2022Q3 20234
DOVER ADVISORS, LLC 441.63%1.88%2.13%Q4 2022Q3 20234
Biltmore Family Office, LLC 310.06%0.10%0.18%Q2 2020Q2 20234
SIRIOS CAPITAL MANAGEMENT L P 441.35%1.67%2.12%Q2 2020Q1 20214
Breakwater Capital Group 440.11%0.15%0.21%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.06%0.08%0.11%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.10%0.12%0.14%Q4 2022Q3 20234
Skandinaviska Enskilda Banken AB (publ) 310.00%0.01%0.03%Q2 2020Q2 20214
Phoenix Wealth Advisors 440.01%0.02%0.02%Q4 2020Q3 20214
Forza Wealth Management, LLC 440.18%0.23%0.26%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.76%1.01%1.17%Q4 2022Q3 20234
Corient Private Wealth LLC 440.26%0.52%0.96%Q4 2022Q3 20234
Artemis Investment Management LLP 310.14%0.21%0.30%Q4 2020Q3 20224
MCMILLION CAPITAL MANAGEMENT INC 440.51%0.84%1.54%Q1 2020Q4 20204
CPA Asset Management LLC 440.19%0.25%0.29%Q4 2022Q3 20234
ELEMENT CAPITAL MANAGEMENT LLC 441.96%3.90%9.00%Q4 2022Q3 20234
Rikoon Group, LLC 440.22%0.25%0.27%Q2 2020Q1 20214
SSI INVESTMENT MANAGEMENT LLC 210.01%0.02%0.04%Q2 2020Q4 20224
Avalon Investment & Advisory 440.01%0.01%0.02%Q2 2020Q1 20214
Redwood Wealth Management Group, LLC 440.67%0.85%1.01%Q4 2022Q3 20234
BEACON INVESTMENT ADVISORS LLC 440.24%0.33%0.41%Q4 2022Q3 20234
TCG Advisory Services, LLC 220.00%0.02%0.04%Q2 2023Q3 20234
NuWave Investment Management, LLC 210.12%0.78%1.30%Q2 2020Q1 20224
Goldstein Advisors, LLC 440.12%0.16%0.20%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.23%0.29%0.32%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.41%0.78%1.02%Q4 2022Q3 20234
VitalStone Financial, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
AJ Advisors, LLC 440.27%0.34%0.40%Q4 2022Q3 20234
Peterson Financial Group, Inc. 440.32%0.39%0.44%Q4 2022Q3 20234
Kathmere Capital Management, LLC 220.02%0.03%0.05%Q3 2020Q3 20234
JDM Financial Group LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Waterford Advisors, LLC 440.60%0.74%0.87%Q4 2022Q3 20234
Wealthstreet Investment Advisors, LLC 440.54%0.68%0.91%Q2 2021Q1 20224
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.02%0.04%Q4 2020Q3 20214
Live Oak Investment Partners 440.01%0.01%0.01%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.18%0.34%0.59%Q4 2022Q3 20234
Lowell Blake & Associates Inc. 440.14%0.28%0.34%Q1 2021Q4 20214
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 442.26%2.97%3.34%Q4 2022Q3 20234
Stearns Financial Services Group 220.00%0.09%0.18%Q2 2020Q3 20204
Sage Mountain Advisors LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Renaissance Technologies 210.01%0.06%0.12%Q2 2020Q4 20214
Wealth Advisory Solutions, LLC 210.05%0.08%0.15%Q1 2021Q2 20224
VOLORIDGE INVESTMENT MANAGEMENT, LLC 210.09%0.17%0.29%Q2 2020Q3 20234
Alpha DNA Investment Management LLC 210.00%0.39%0.94%Q4 2020Q3 20234
Golden Green, Inc. 310.28%0.55%1.11%Q1 2021Q4 20224
DAYMARK WEALTH PARTNERS, LLC 440.34%0.57%0.80%Q4 2022Q3 20234
Delta Accumulation, LLC 220.07%0.30%0.53%Q4 2021Q1 20224
55I, LLC 440.01%0.03%0.06%Q4 2021Q3 20224
HORIZON BANCORP INC /IN/ 440.03%0.05%0.07%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.09%0.17%0.21%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.09%0.20%0.44%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.01%Q1 2010Q3 20234
Ameritas Investment Company, LLC 310.05%0.07%0.11%Q2 2020Q2 20214
WESTPORT ASSET MANAGEMENT INC 440.18%0.23%0.27%Q4 2022Q3 20234
First Command Advisory Services, Inc. 110.00%0.00%0.01%Q3 2021Q3 20234
Beaumont Financial Advisors, LLC 440.07%0.09%0.10%Q4 2022Q3 20234
Everhart Financial Group, Inc. 310.13%0.16%0.23%Q2 2022Q2 20234
Sterling Financial Planning, Inc. 440.01%0.03%0.04%Q4 2020Q3 20214
Madison Asset Management, LLC 310.01%0.01%0.01%Q1 2020Q3 20224
DARK FOREST CAPITAL MANAGEMENT LP 210.01%0.02%0.03%Q2 2021Q1 20234
FLIPPIN BRUCE & PORTER INC 440.93%1.88%2.27%Q2 2020Q1 20214
MARATHON ASSET MANAGEMENT LLP 440.28%0.29%0.31%Q2 2020Q1 20214
Meeder Advisory Services, Inc. 440.15%0.21%0.24%Q4 2022Q3 20234
Cypress Wealth Services, LLC 440.05%0.06%0.06%Q2 2020Q1 20214
FIRST HORIZON CORP 440.09%0.10%0.10%Q3 2020Q2 20214
Quantamental Technologies LLC 210.12%0.58%1.54%Q3 2020Q2 20234
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.86%1.08%1.43%Q2 2021Q1 20224
WEXFORD CAPITAL LP 110.02%0.06%0.10%Q2 2020Q4 20224
AMUNDI ASSET MANAGEMENT US, INC. 440.08%0.11%0.18%Q2 2020Q1 20214
Better Money Decisions, LLC 310.06%0.09%0.10%Q1 2021Q2 20224
SpiderRock Advisors, LLC 440.02%0.04%0.05%Q2 2022Q1 20234
PayPay Securities Corp 440.13%0.31%0.52%Q4 2022Q3 20234
Aurora Private Wealth, Inc. 210.04%0.10%0.18%Q2 2020Q2 20224
Ahrens Investment Partners LLC 310.07%0.08%0.10%Q4 2021Q1 20234
RESOLUTE FINANCIAL, LLC 310.16%0.19%0.21%Q4 2021Q4 20224
Altus Wealth Group LLC 310.15%0.21%0.26%Q4 2020Q2 20234
CASCADE INVESTMENT GROUP, INC. 440.35%0.46%0.51%Q4 2022Q3 20234
Clarus Group, Inc. 440.16%0.21%0.27%Q4 2022Q3 20234
PACIFIC CAPITAL WEALTH ADVISORS, INC 210.05%0.06%0.07%Q3 2020Q4 20224
Diversified, LLC 310.03%0.06%0.09%Q4 2020Q2 20234
SUN LIFE FINANCIAL INC 440.01%0.01%0.01%Q2 2020Q1 20214
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.02%0.02%0.02%Q1 2020Q4 20204
DALTON GREINER HARTMAN MAHER & CO 440.17%0.27%0.49%Q1 2020Q4 20204
Perennial Investment Advisors, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
NFJ INVESTMENT GROUP, LLC 440.12%0.14%0.14%Q1 2021Q4 20214
JT Stratford LLC 210.06%0.09%0.13%Q2 2020Q2 20234
Power Corp of Canada 440.28%0.41%0.53%Q1 2022Q4 20224
Knights of Columbus Asset Advisors LLC 440.05%0.08%0.12%Q2 2020Q1 20214
Zhang Financial LLC 310.02%0.03%0.04%Q2 2022Q2 20234
EQUITY INVESTMENT CORP 441.09%1.12%1.14%Q1 2021Q4 20214
H. L. Ormond & Company, LLC 441.28%1.44%1.59%Q4 2021Q3 20224
Enhancing Capital LLC 441.44%1.61%1.76%Q4 2021Q3 20224
ESSEX INVESTMENT MANAGEMENT CO LLC 310.00%0.10%0.20%Q3 2020Q3 20234
Wescott Financial Advisory Group, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
QUEST CAPITAL MANAGEMENT INC /ADV 440.07%0.08%0.10%Q1 2021Q4 20214
Legacy Trust 441.16%1.47%1.69%Q4 2022Q3 20234
Enlightenment Research, LLC 110.27%0.95%1.60%Q2 2020Q3 20224
HF Advisory Group, LLC 440.78%0.82%0.90%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 310.04%0.06%0.08%Q1 2022Q3 20234
Core Wealth Advisors, Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
TWINBEECH CAPITAL LP 110.48%0.73%1.08%Q3 2020Q3 20234
AGF MANAGEMENT LTD 440.12%0.15%0.16%Q4 2022Q3 20234
Trek Financial, LLC 310.02%0.03%0.04%Q4 2021Q3 20234
Meadow Creek Wealth Advisors LLC 440.49%0.52%0.57%Q4 2021Q3 20224
Olistico Wealth, LLC 440.35%0.38%0.40%Q4 2022Q3 20234
NN Investment Partners Holdings N.V. 310.00%0.08%0.15%Q2 2020Q1 20224
AUGUSTINE ASSET MANAGEMENT INC 440.48%0.66%0.81%Q4 2022Q3 20234
Hartford Funds Management Co LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Kalos Management, Inc. 440.06%0.08%0.08%Q1 2021Q4 20214
Human Investing LLC 440.02%0.02%0.02%Q2 2020Q1 20214
WADDELL & REED FINANCIAL INC 440.12%0.18%0.22%Q2 2020Q1 20214
Greystone Financial Group, LLC 442.06%2.13%2.19%Q4 2020Q3 20214
Optas, LLC 310.08%0.10%0.11%Q2 2022Q2 20234
Capital Asset Advisory Services LLC 110.12%0.14%0.14%Q2 2020Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.28%0.32%0.36%Q4 2022Q3 20234
Delos Wealth Advisors, LLC 440.01%0.06%0.08%Q3 2021Q2 20224
Integrated Investment Consultants, LLC 210.06%0.06%0.07%Q2 2021Q1 20234
Cottage Street Advisors LLC 220.13%0.16%0.17%Q1 2022Q2 20234
Highland Private Wealth Management 440.03%0.04%0.06%Q4 2021Q3 20224
Blue Barn Wealth, LLC 310.14%0.24%0.30%Q3 2021Q4 20224
Register Financial Advisors LLC 440.52%0.81%0.98%Q4 2022Q3 20234
HARVEY CAPITAL MANAGEMENT INC 440.10%0.47%0.92%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
Fusion Capital, LLC 220.61%1.42%2.17%Q1 2020Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.03%0.08%0.19%Q3 2022Q3 20234
Borer Denton & Associates, Inc. 310.09%0.10%0.11%Q1 2022Q2 20234
Farther Finance Advisors, LLC 440.05%0.07%0.10%Q4 2022Q3 20234
Mach-1 Financial Group, LLC 210.03%0.18%0.62%Q2 2022Q3 20234
MORRIS FINANCIAL CONCEPTS, INC. 310.17%0.19%0.22%Q4 2021Q4 20224
VIVID FINANCIAL MANAGEMENT, INC. 440.09%0.10%0.10%Q1 2021Q4 20214
First Farmers & Merchants Bank / Trust 440.94%1.01%1.12%Q4 2021Q3 20224
Prosperity Wealth Management, Inc. 440.18%0.22%0.28%Q4 2022Q3 20234
Apexium Financial, LP 440.02%0.03%0.03%Q3 2022Q2 20234
Hexavest Inc. 440.06%0.07%0.08%Q2 2020Q1 20214
MAVERICK CAPITAL LTD 310.00%0.02%0.05%Q4 2020Q2 20234
ELEMENT POINTE ADVISORS, LLC 310.08%0.09%0.10%Q2 2020Q2 20214
N.E.W. Advisory Services LLC 440.05%0.06%0.07%Q4 2022Q3 20234
BRASADA CAPITAL MANAGEMENT, LP 440.12%0.19%0.28%Q1 2022Q4 20224
Financial Insights, Inc. 310.04%0.17%0.27%Q2 2021Q1 20234
Sandbar Asset Management LLP 211.16%1.86%2.48%Q2 2020Q2 20224
ADE, LLC 440.04%0.04%0.05%Q4 2020Q3 20214
CALIBER WEALTH MANAGEMENT, LLC 441.16%1.35%1.46%Q4 2022Q3 20234
Granite Bay Wealth Management, LLC 440.18%0.23%0.31%Q4 2022Q3 20234
GFG Capital, LLC 310.07%0.07%0.08%Q4 2020Q4 20214
Alliance Wealth Advisors, LLC /UT 440.37%0.42%0.47%Q4 2022Q3 20234
BBVA USA Bancshares, Inc. 440.03%0.11%0.14%Q2 2020Q1 20214
CLEAR INVESTMENT RESEARCH, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.61%0.84%1.05%Q4 2022Q3 20234
First County Bank /CT/ 440.15%0.19%0.21%Q4 2022Q3 20234
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 441.02%1.09%1.19%Q2 2020Q1 20214
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.13%0.14%0.14%Q3 2020Q2 20214
HUDSON EDGE INVESTMENT PARTNERS INC. 220.08%0.13%0.23%Q1 2020Q1 20214
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.01%0.08%0.21%Q2 2020Q3 20234
BERRY GROUP, LLC 330.14%0.15%0.17%Q2 2020Q4 20203
Sage Investment Advisers LLC 330.27%0.28%0.29%Q4 2022Q2 20233
RETIREMENT INCOME SOLUTIONS, INC 330.08%0.09%0.09%Q4 2022Q2 20233
Neo Ivy Capital Management 210.01%0.14%0.35%Q3 2020Q3 20233
Tesco Pension Investment Ltd 331.50%2.02%2.44%Q2 2020Q4 20203
Burt Wealth Advisors 330.04%0.04%0.04%Q2 2020Q4 20203
Squar Milner Financial Services LLC 210.31%0.34%0.38%Q3 2019Q2 20203
Braun-Bostich & Associates Inc. 330.01%0.07%0.15%Q1 2020Q3 20203
20/20 Capital Management, Inc. 330.06%0.07%0.07%Q4 2020Q2 20213
IFS Advisors, LLC 330.00%0.01%0.01%Q2 2023Q4 20233
LUTS & GREENLEIGH GROUP, INC 330.26%0.29%0.32%Q4 2022Q2 20233
HighTower Advisors, LLC 110.00%0.24%0.40%Q1 2021Q3 20233
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Private Wealth Advisors, Inc. 330.44%0.50%0.58%Q2 2020Q4 20203
Cornerstone Planning Group LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Palumbo Wealth Management LLC 330.14%0.15%0.16%Q1 2023Q3 20233
Midwest Financial Group LLC 330.48%0.61%0.72%Q1 2023Q3 20233
Great Lakes Retirement, Inc. 330.73%0.95%1.37%Q4 2022Q2 20233
McAdam, LLC 330.02%0.03%0.05%Q1 2023Q3 20233
Fiduciary Planning LLC 330.00%0.07%0.12%Q3 2020Q1 20213
Cadent Capital Advisors, LLC 330.09%0.13%0.18%Q1 2023Q3 20233
Lantz Financial LLC 330.08%0.09%0.10%Q4 2022Q2 20233
ENGINE NO. 1 LLC 330.11%0.16%0.18%Q2 2021Q4 20213
SILVER OAK SECURITIES, INCORPORATED 110.04%0.12%0.16%Q3 2022Q3 20233
Hoxton Planning & Management, LLC 330.14%0.15%0.15%Q4 2022Q2 20233
C M BIDWELL & ASSOCIATES LTD 210.00%0.00%0.00%Q3 2020Q3 20213
Concentric Capital Strategies, LP 210.34%1.47%2.51%Q3 2022Q2 20233
Meridian Financial Partners LLC 330.45%0.49%0.54%Q3 2020Q1 20213
SHIKIAR ASSET MANAGEMENT INC 330.08%1.28%2.06%Q1 2023Q3 20233
Atomi Financial Group, Inc. 330.20%0.23%0.26%Q1 2023Q3 20233
Inspire Advisors, LLC 210.00%0.03%0.04%Q4 2020Q3 20233
&PARTNERS 330.11%0.11%0.12%Q4 2022Q2 20233
Nordwand Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Strait & Sound Wealth Management LLC 330.20%0.21%0.22%Q4 2022Q2 20233
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
DSC Advisors, L.P. 330.18%0.22%0.29%Q1 2021Q3 20213
GREENWOOD CAPITAL ASSOCIATES LLC 330.03%0.84%1.26%Q1 2023Q3 20233
Cartenna Capital, LP 212.68%3.28%4.17%Q2 2021Q2 20233
St. Louis Financial Planners Asset Management, LLC 331.62%1.66%1.70%Q4 2022Q2 20233
Fiduciary Alliance LLC 210.04%0.05%0.08%Q4 2022Q3 20233
Qsemble Capital Management, LP 330.88%1.02%1.19%Q1 2023Q3 20233
Per Stirling Capital Management, LLC. 330.09%0.09%0.09%Q4 2022Q2 20233
Bernardo Wealth Planning LLC 330.12%0.14%0.18%Q2 2020Q4 20203
Financial Council Asset Management Inc 330.13%0.15%0.16%Q4 2022Q2 20233
Windsor Creek Advisors, LLC 220.06%0.13%0.18%Q2 2020Q3 20203
CMG Global Holdings, LLC 330.15%0.31%0.39%Q1 2021Q3 20213
Clarkston Capital Partners, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
Gateway Wealth Partners, LLC 330.05%0.07%0.09%Q1 2023Q3 20233
Fi3 FINANCIAL ADVISORS, LLC 330.11%0.11%0.12%Q4 2022Q2 20233
Community Bank of Raymore 330.11%0.13%0.14%Q1 2023Q3 20233
Union Heritage Capital, LLC 330.23%0.24%0.24%Q1 2021Q3 20213
Ativo Capital Management LLC 330.31%0.37%0.49%Q1 2020Q3 20203
Fidelity National Financial, Inc. 330.10%0.15%0.19%Q1 2023Q3 20233
Colonial River Wealth Management, LLC 110.09%0.12%0.15%Q4 2020Q4 20213
JMAC ENTERPRISES LLC 330.10%0.13%0.16%Q1 2023Q3 20233
Eos Management, L.P. 330.18%0.35%0.67%Q2 2020Q4 20203
Gyon Technologies Capital Management, LP 330.07%0.25%0.59%Q2 2021Q4 20213
JOURNEY STRATEGIC WEALTH LLC 330.01%0.04%0.06%Q4 2022Q2 20233
MQS Management LLC 110.26%0.63%1.12%Q4 2021Q3 20233
Legacy Advisors, LLC 330.03%0.04%0.04%Q4 2022Q2 20233
Westover Capital Advisors, LLC 330.17%0.18%0.20%Q4 2022Q2 20233
GraniteShares Advisors LLC 330.36%0.37%0.38%Q4 2022Q2 20233
PINNBROOK CAPITAL MANAGEMENT LP 330.65%1.10%1.61%Q1 2022Q3 20223
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Allegiant Private Advisors, LLC 330.06%0.06%0.08%Q4 2020Q2 20213
CORDA Investment Management, LLC. 210.08%0.09%0.09%Q2 2022Q1 20233
Icon Wealth Partners, LLC 330.07%0.16%0.22%Q1 2023Q3 20233
CCM INVESTMENT ADVISERS LLC 331.28%1.52%1.66%Q1 2023Q3 20233
Atom Investors LP 330.25%0.37%0.47%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Close Asset Management Ltd 330.17%0.17%0.18%Q1 2021Q3 20213
Cordant, Inc. 210.00%0.01%0.01%Q2 2021Q1 20223
MBB PUBLIC MARKETS I LLC 110.02%0.09%0.17%Q4 2021Q3 20233
NewFocus Financial Group, LLC 331.46%1.58%1.69%Q2 2020Q4 20203
TCF National Bank 330.30%0.47%0.55%Q3 2020Q1 20213
Capstone Financial Group, Inc. 330.06%0.07%0.07%Q1 2020Q3 20203
Boston Partners 210.03%0.18%0.49%Q2 2020Q3 20233
Pegasus Partners Ltd. 210.03%0.05%0.05%Q4 2020Q4 20223
Charles Schwab Trust Co 330.09%0.12%0.13%Q1 2023Q3 20233
Aperio Group, LLC 330.15%0.17%0.19%Q2 2020Q4 20203
WILEN INVESTMENT MANAGEMENT CORP. 330.14%0.15%0.16%Q1 2022Q3 20223
Cinctive Capital Management LP 110.18%0.29%0.50%Q3 2020Q2 20223
Endowment Wealth Management, Inc. 330.19%0.21%0.25%Q4 2022Q2 20233
Sargent Investment Group, LLC 330.06%0.07%0.08%Q4 2022Q2 20233
Cassaday & Co Wealth Management LLC 330.04%0.05%0.05%Q4 2022Q2 20233
Phoenix Holdings Ltd. 210.04%0.05%0.07%Q2 2020Q1 20213
Ellsworth Advisors, LLC 330.39%0.47%0.51%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Compass Wealth Management LLC 211.04%1.39%1.63%Q4 2022Q3 20233
Winslow, Evans & Crocker, Inc. 330.14%0.17%0.20%Q2 2020Q4 20203
BNC WEALTH MANAGEMENT, LLC 210.62%0.74%0.91%Q1 2022Q4 20223
NWK Group, Inc. 330.03%0.03%0.03%Q3 2020Q1 20213
Pettee Investors, Inc. 330.12%0.13%0.14%Q4 2022Q2 20233
Thrive Capital Management, LLC 330.31%0.37%0.42%Q1 2021Q3 20213
Sanders Capital, LLC 331.52%1.68%1.82%Q1 2023Q3 20233
Silver Lake Advisory, LLC 210.18%0.19%0.20%Q3 2022Q2 20233
Olympiad Research LP 330.20%0.29%0.41%Q1 2023Q3 20233
DORCHESTER WEALTH MANAGEMENT Co 330.03%0.04%0.05%Q3 2021Q1 20223
Spouting Rock Asset Management, LLC 330.28%0.38%0.60%Q4 2022Q2 20233
JD Financial Services Inc. 330.18%0.19%0.19%Q2 2021Q4 20213
Advisor Resource Council 110.07%0.08%0.09%Q2 2021Q2 20223
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 332.38%2.40%2.42%Q3 2020Q1 20213
Quintet Private Bank (Europe) S.A. 210.00%0.00%0.01%Q2 2022Q2 20233
Root Financial Partners, LLC 330.15%0.23%0.30%Q1 2023Q3 20233
SOROS CAPITAL MANAGEMENT LLC 210.31%1.18%2.15%Q2 2021Q2 20223
Sarasin & Partners LLP 330.32%0.39%0.51%Q2 2020Q4 20203
Davis Investment Partners, LLC 330.13%0.14%0.15%Q4 2022Q2 20233
Legacy Capital Group California, Inc. 330.16%0.25%0.33%Q1 2023Q3 20233
Beaumont Asset Management, L.L.C. 210.34%0.63%0.83%Q2 2020Q3 20233
PCA Investment Advisory Services Inc. 330.14%0.17%0.20%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.03%0.12%0.18%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.10%0.12%0.14%Q1 2023Q3 20233
Campbell Wealth Management 210.02%0.03%0.03%Q2 2020Q2 20233
WestEnd Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Total Clarity Wealth Management, Inc. 110.01%0.04%0.06%Q1 2021Q2 20223
NTB Financial Corp 330.42%0.52%0.62%Q4 2021Q2 20223
CHANNEL WEALTH LLC 210.10%0.13%0.15%Q1 2023Q4 20233
Van Leeuwen & Company, LLC 331.53%1.56%1.62%Q1 2021Q3 20213
SageView Advisory Group, LLC 330.04%0.06%0.06%Q4 2022Q2 20233
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 331.36%1.97%2.56%Q4 2021Q2 20223
ADAMCAPITAL Gestao de Recursos Ltda. 331.64%4.02%6.00%Q3 2021Q1 20223
Aquatic Capital Management LLC 110.13%0.63%1.08%Q3 2022Q3 20233
MASON STREET ADVISORS, LLC 330.24%0.25%0.27%Q2 2020Q4 20203
Pine Valley Investments Ltd Liability Co 330.08%0.10%0.14%Q1 2023Q3 20233
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 330.45%0.49%0.55%Q2 2022Q4 20223
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
RMR Wealth Builders 210.03%0.03%0.03%Q2 2020Q1 20213
Relyea Zuckerberg Hanson LLC 330.06%0.07%0.07%Q4 2022Q2 20233
Schwab Charitable Fund 330.77%0.88%1.06%Q4 2020Q2 20213
Evanson Asset Management, LLC 210.02%0.03%0.04%Q2 2020Q2 20223
Arbiter Partners Capital Management LLC 330.10%0.21%0.34%Q2 2020Q4 20203
Nilsine Partners, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
Velanne Asset Management Ltd 3310.20%10.57%11.00%Q1 2021Q3 20213
OSTRUM ASSET MANAGEMENT 330.07%0.08%0.08%Q1 2023Q3 20233
PFG Investments, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
BIP Wealth, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Arbor Investment Advisors, LLC 330.04%0.04%0.05%Q4 2022Q2 20233
Ashburton (Jersey) Ltd 330.01%0.01%0.01%Q2 2020Q4 20203
OAK FAMILY ADVISORS, LLC 332.94%2.97%3.02%Q1 2023Q3 20233
SENTINEL TRUST CO LBA 330.06%0.07%0.07%Q1 2023Q3 20233
Goldstream Capital Management Ltd 330.18%0.20%0.22%Q1 2023Q3 20233
PVG ASSET MANAGEMENT CORP 110.76%1.38%2.40%Q4 2021Q3 20233
Axiom Financial Strategies, LLC 330.13%0.15%0.17%Q2 2020Q4 20203
HOWARD CAPITAL MANAGEMENT 330.03%0.04%0.07%Q2 2020Q4 20203
WILKINS INVESTMENT COUNSEL INC 330.19%0.21%0.22%Q2 2020Q4 20203
SVA Wealth Management, LLC 330.04%0.05%0.06%Q2 2020Q4 20203
Core Wealth Partners LLC 210.19%0.37%0.65%Q4 2022Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Investors Financial Group, LLC 330.15%0.16%0.18%Q2 2021Q4 20213
BROOKTREE CAPITAL MANAGEMENT 330.15%0.20%0.23%Q2 2020Q4 20203
Imprint Wealth LLC 330.31%0.37%0.41%Q1 2023Q3 20233
Perpetual Ltd 330.00%0.00%0.01%Q1 2023Q3 20233
Point View Wealth Management, Inc. 330.21%0.22%0.23%Q2 2020Q4 20203
HBK Sorce Advisory LLC 330.17%0.20%0.23%Q1 2023Q3 20233
SYSTM Wealth Solutions LLC 210.18%0.19%0.20%Q4 2022Q3 20233
McGlone Suttner Wealth Management, Inc. 330.07%0.07%0.07%Q4 2022Q2 20233
Gallagher Fiduciary Advisors, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Five Oceans Advisors 330.15%0.15%0.16%Q4 2022Q2 20233
B.O.S.S. Retirement Advisors, LLC 330.26%0.28%0.31%Q2 2023Q4 20233
tru Independence LLC 210.00%0.03%0.08%Q3 2020Q2 20213
BAINCO INTERNATIONAL INVESTORS 330.00%0.28%0.46%Q1 2020Q3 20203
Campbell & CO Investment Adviser LLC 210.06%0.13%0.16%Q4 2020Q3 20233
Port Capital LLC 330.03%0.03%0.03%Q2 2020Q4 20203
Mint Tower Capital Management B.V. 110.02%0.10%0.16%Q3 2022Q3 20223
Codex Capital, L.L.C. 330.15%0.18%0.21%Q3 2020Q1 20213
Seascape Capital Management 330.10%0.11%0.12%Q4 2022Q2 20233
Oxler Private Wealth LLC 210.07%0.07%0.08%Q4 2020Q3 20223
Glass Jacobson Investment Advisors llc 210.01%0.08%0.21%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.09%0.13%0.16%Q1 2023Q3 20233
Steamboat Capital Partners, LLC 332.23%2.42%2.77%Q2 2020Q4 20203
Alpine Global Management, LLC 210.09%0.12%0.18%Q2 2020Q1 20223
MADDEN SECURITIES Corp 210.08%0.12%0.17%Q1 2021Q4 20223
CAMG Solamere Management, LLC 330.20%0.30%0.35%Q2 2020Q4 20203
Vise Technologies, Inc. 330.06%0.07%0.09%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.02%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.45%0.47%0.49%Q1 2023Q3 20233
USA MUTUALS ADVISORS, INC. 337.50%8.40%10.12%Q2 2020Q4 20203
Hyperion Partners, LLC 330.18%0.20%0.21%Q4 2022Q2 20233
Hudson Canyon Capital Management 331.19%1.30%1.40%Q4 2022Q2 20233
Watson Rebecca 330.46%0.50%0.56%Q1 2020Q3 20203
GARRISON BRADFORD & ASSOCIATES INC 210.20%0.23%0.26%Q1 2022Q4 20223
PERRITT CAPITAL MANAGEMENT INC 330.01%0.01%0.01%Q4 2022Q2 20233
SEVEN EIGHT CAPITAL, LP 110.07%0.20%0.27%Q3 2020Q2 20233
DMC Group, LLC 330.35%0.45%0.52%Q1 2023Q3 20233
MinichMacGregor Wealth Management, LLC 330.07%0.08%0.08%Q4 2022Q2 20233
IronBridge Private Wealth, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
CSS LLC/IL 110.00%0.01%0.04%Q2 2020Q2 20203
GSA CAPITAL PARTNERS LLP 330.05%0.05%0.06%Q3 2020Q1 20213
SS&H Financial Advisors, Inc. 210.15%0.17%0.19%Q1 2022Q3 20233
Exchange Bank 220.29%0.49%0.69%Q2 2023Q3 20232
New Potomac Partners, LLC 220.10%0.11%0.13%Q2 2020Q3 20202
LGT Financial Advisors LLC 220.34%0.37%0.40%Q2 2023Q3 20232
Cornerstone Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
BT Wealth Management LLC 220.08%0.08%0.08%Q4 2021Q1 20222
James Hambro & Partners 220.30%0.69%1.07%Q2 2020Q3 20202
Cowen Prime Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BBVA USA 220.11%0.11%0.11%Q2 2021Q3 20212
Tillar-Wenstrup Advisors, LLC 220.40%0.42%0.46%Q2 2020Q3 20202
Aspen Investment Management Inc 110.13%0.14%0.15%Q4 2020Q4 20222
Coppell Advisory Solutions Corp. 220.18%0.18%0.18%Q4 2022Q1 20232
LifePlan Financial Group, Inc 220.02%0.02%0.02%Q2 2020Q3 20202
Arcataur Capital Management LLC 220.16%0.19%0.22%Q2 2023Q3 20232
STRATEGIC CAPITAL ADVISERS, INC. 220.16%0.23%0.30%Q1 2022Q2 20222
Bluefin Trading, LLC 110.02%0.21%0.40%Q2 2020Q2 20202
Partnervest Advisory Services LLC 220.27%0.27%0.28%Q2 2020Q3 20202
Nalls Sherbakoff Group, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
CEDAR CAPITAL, LLC 220.52%0.54%0.56%Q2 2020Q3 20202
DAGCO, INC. 220.35%0.70%1.04%Q2 2020Q3 20202
Price Wealth, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
MARTINGALE ASSET MANAGEMENT L P 220.01%0.08%0.15%Q2 2023Q3 20232
Hirtle Callaghan & Co LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Peregrine Asset Advisers, Inc. 110.12%0.92%1.71%Q4 2021Q3 20232
Ford Financial Group, LLC 110.02%0.02%0.03%Q2 2021Q4 20212
Abundance Wealth Counselors 110.00%0.07%0.14%Q1 2021Q1 20222
Wealthspire Advisors, L.P. 220.03%0.08%0.13%Q2 2020Q3 20202
Red Spruce Capital, LLC 220.17%0.23%0.29%Q1 2023Q2 20232
Heritage Way Advisors, LLC 221.27%1.33%1.40%Q1 2020Q2 20202
Veritas Investment Management LLP 220.01%0.01%0.01%Q2 2020Q3 20202
Kensington Investment Counsel, LLC 220.17%0.17%0.17%Q4 2020Q1 20212
Pinnacle Holdings, LLC 110.01%0.30%0.59%Q2 2020Q2 20222
BIRINYI ASSOCIATES INC 220.10%0.11%0.12%Q3 2020Q4 20202
LAZARI CAPITAL MANAGEMENT, INC. 220.21%0.23%0.25%Q2 2023Q3 20232
Houlihan Financial Resource Group, Ltd. 110.06%0.20%0.34%Q3 2020Q2 20232
Spartan Planning & Wealth Management 110.08%0.09%0.10%Q1 2022Q4 20222
Oak Thistle LLC 110.49%0.64%0.79%Q1 2022Q3 20232
Krane Funds Advisors LLC 220.02%0.03%0.03%Q2 2023Q3 20232
BAROMETER CAPITAL MANAGEMENT INC. 110.53%0.71%0.88%Q1 2022Q2 20232
Foundry Partners, LLC 220.50%0.82%1.15%Q2 2023Q3 20232
Centurion Wealth Management LLC 220.20%0.22%0.24%Q4 2022Q1 20232
BEL AIR INVESTMENT ADVISORS LLC 220.06%0.07%0.08%Q1 2021Q2 20212
Lucia Wealth Services, LLC 220.05%0.05%0.05%Q2 2020Q3 20202
Grandview Asset Management LLC 110.01%0.29%0.58%Q2 2020Q1 20212
HBK INVESTMENTS L P 110.01%0.01%0.01%Q3 2020Q2 20232
UNION SAVINGS BANK 220.30%0.32%0.33%Q2 2023Q3 20232
Northwest Capital Management Inc 220.04%0.05%0.06%Q2 2023Q3 20232
Cypress Point Wealth Management, LLC 110.03%0.11%0.20%Q4 2020Q2 20212
Tennessee Valley Asset Management Partners 220.06%0.07%0.08%Q4 2020Q1 20212
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 220.00%0.00%0.00%Q2 2020Q3 20202
XTX Topco Ltd 110.08%0.21%0.34%Q4 2022Q2 20232
Cherry Tree Wealth Management, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
Custos Family Office, LLC 220.44%0.47%0.50%Q4 2022Q1 20232
State of Wyoming 110.03%0.03%0.04%Q3 2022Q1 20232
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 220.18%0.20%0.21%Q2 2020Q3 20202
KAYS FINANCIAL ADVISORY CORP /ADV 220.24%0.25%0.26%Q2 2020Q3 20202
INCEPTIONR LLC 220.23%0.40%0.58%Q1 2023Q2 20232
Planned Solutions, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
Klaas Financial Asset Advisors, LLC 110.00%0.00%0.00%Q1 2021Q2 20222
TrueWealth Advisors, LLC 110.09%0.09%0.10%Q2 2022Q4 20222
Scarborough Advisors, LLC 220.12%0.15%0.18%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Retirement Investment Advisors, Inc. 220.03%0.04%0.04%Q1 2023Q2 20232
Davis Capital Management 220.07%0.49%0.91%Q1 2020Q2 20202
Legacy Capital Wealth Partners, LLC 110.09%0.13%0.17%Q1 2023Q3 20232
Wellspring Financial Advisors, LLC 110.06%0.08%0.10%Q1 2022Q4 20222
PA Capital LLC 220.54%0.60%0.67%Q2 2020Q3 20202
Manhattan West Asset Management, LLC 220.09%0.11%0.13%Q1 2023Q2 20232
First Pacific Financial 220.04%0.04%0.04%Q2 2023Q3 20232
WealthStone, Inc. 110.09%0.17%0.26%Q2 2020Q1 20212
Mosaic Advisors LLC 110.15%0.23%0.32%Q4 2020Q2 20212
Sonora Investment Management, LLC 221.22%1.24%1.26%Q2 2021Q3 20212
COLUMBIA ADVISORY PARTNERS LLC 110.21%0.22%0.22%Q4 2022Q3 20232
Westshore Wealth, LLC 220.21%0.22%0.22%Q1 2021Q2 20212
Sowa Financial Group, Inc. 220.06%0.07%0.07%Q3 2020Q4 20202
Engrave Wealth Partners LLC 220.06%0.08%0.11%Q1 2020Q2 20202
CGC Financial Services, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
DELTEC ASSET MANAGEMENT LLC 220.26%0.54%0.83%Q2 2020Q3 20202
Consolidated Planning Corp 110.06%0.06%0.07%Q3 2021Q2 20232
Stokes Family Office, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
National Mutual Insurance Federation of Agricultural Cooperatives 220.01%0.01%0.01%Q2 2020Q3 20202
Garrett Wealth Advisory Group, LLC 220.30%0.32%0.34%Q2 2020Q3 20202
SYM FINANCIAL Corp 220.15%0.16%0.18%Q4 2020Q1 20212
Monument Capital Management 220.08%0.08%0.08%Q1 2022Q2 20222
ATALANTA SOSNOFF CAPITAL, LLC 220.11%0.15%0.19%Q4 2022Q1 20232
SAXON INTERESTS, INC. 110.12%0.64%1.16%Q4 2021Q3 20232
TOWER BRIDGE ADVISORS 110.91%1.17%1.43%Q2 2021Q2 20232
Ballew Advisors, Inc 110.16%0.16%0.16%Q1 2022Q4 20222
Belmont Capital, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.13%0.13%0.14%Q4 2021Q1 20222
Slagle Financial, LLC 221.12%1.26%1.40%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.04%0.07%0.10%Q2 2023Q3 20232
Phillips Wealth Planners LLC 110.33%0.72%1.10%Q1 2023Q3 20232
CANADA PENSION PLAN INVESTMENT BOARD 220.31%0.34%0.37%Q2 2020Q3 20202
COHEN & STEERS, INC. 220.00%0.00%0.00%Q2 2020Q3 20202
Bridgefront Capital, LLC 110.32%0.50%0.69%Q4 2020Q3 20232
One Wealth Advisors, LLC 110.03%0.04%0.05%Q4 2022Q3 20232
Ruggie Capital Group 222.12%2.83%3.54%Q2 2020Q3 20202
MD Financial Management Inc. 110.00%0.04%0.07%Q1 2021Q4 20212
Turim 21 Investimentos Ltda. 220.78%1.14%1.51%Q1 2022Q2 20222
ALPHASIMPLEX GROUP, LLC 220.37%0.42%0.46%Q2 2020Q3 20202
Rollins Financial 110.07%0.08%0.08%Q2 2022Q4 20222
Shay Capital LLC 110.02%0.17%0.31%Q1 2021Q1 20212
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
SHINE INVESTMENT ADVISORY SERVICES INC 220.01%0.02%0.03%Q2 2020Q3 20202
Ergoteles LLC 110.04%0.31%0.58%Q4 2020Q2 20232
Optimal Asset Management, Inc. 110.09%0.09%0.09%Q1 2021Q3 20212
HBW ADVISORY SERVICES LLC 220.05%0.07%0.08%Q1 2023Q2 20232
UNITED FIRE GROUP INC 220.19%0.19%0.19%Q2 2020Q3 20202
Parisi Gray Wealth Management 110.03%0.24%0.46%Q2 2020Q2 20212
GANTZERT INVESTMENT CO LLC /ADV 222.25%2.39%2.53%Q2 2020Q3 20202
Rampart Investment Management Company, LLC 220.12%0.13%0.14%Q2 2020Q3 20202
Meredith Wealth Planning 220.20%0.21%0.22%Q4 2022Q1 20232
PCJ Investment Counsel Ltd. 220.22%0.61%1.00%Q4 2022Q1 20232
Privium Fund Management (UK) Ltd 220.42%0.62%0.82%Q1 2022Q2 20222
Caption Management, LLC 220.04%0.04%0.04%Q3 2021Q4 20212
Nemes Rush Group LLC 220.48%0.56%0.65%Q2 2023Q3 20232
TITLEIST ASSET MANAGEMENT, LLC 220.10%0.11%0.13%Q1 2023Q2 20232
ABLE Financial Group, LLC 220.12%0.13%0.14%Q1 2023Q2 20232
Pinnacle Private Wealth, LLC 220.07%0.09%0.12%Q1 2022Q2 20222
EDMOND DE ROTHSCHILD HOLDING S.A. 220.00%0.00%0.00%Q2 2020Q3 20202
Pinnacle West Asset Management, Inc. 220.23%0.23%0.24%Q1 2023Q2 20232
Karp Capital Management Corp 110.20%0.30%0.39%Q2 2020Q3 20222
NORTHSTAR WEALTH PARTNERS LLC 221.10%1.12%1.14%Q2 2020Q3 20202
Prostatis Group LLC 110.20%0.23%0.27%Q4 2022Q2 20232
O'Connor Financial Group LLC 220.14%0.15%0.15%Q1 2023Q2 20232
Buck Wealth Strategies, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Greenland Capital Management LP 220.51%1.14%1.77%Q4 2022Q1 20232
BTG Pactual Global Asset Management Ltd 111.60%1.60%1.60%Q3 2022Q3 20222
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 220.58%0.64%0.69%Q2 2020Q3 20202
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2021Q2 20222
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
iSAM Funds (UK) Ltd 110.21%0.36%0.52%Q1 2023Q3 20232
Aspen Wealth Strategies, LLC 220.23%0.24%0.24%Q4 2022Q1 20232
CIDEL ASSET MANAGEMENT INC 220.02%0.02%0.02%Q2 2020Q3 20202
ORG Partners LLC 110.02%0.15%0.27%Q1 2023Q3 20232
HENDLEY & CO INC 220.42%0.43%0.44%Q2 2020Q3 20202
IMC-Chicago, LLC 110.01%0.01%0.01%Q3 2021Q3 20212
1776 Wealth LLC 110.19%0.20%0.22%Q2 2020Q4 20202
Murphy Pohlad Asset Management LLC 220.10%0.10%0.10%Q4 2020Q1 20212
TPI Fund Managers Ltd 111.49%1.96%2.44%Q2 2020Q4 20202
CAXTON ASSOCIATES LP 110.05%0.09%0.14%Q2 2020Q3 20232
Armstrong, Fleming & Moore, Inc 220.21%0.24%0.27%Q2 2023Q3 20232
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Beacon Harbor Wealth Advisors, Inc. 221.56%1.78%2.01%Q3 2020Q4 20202
Summit Wealth Group, LLC 220.05%0.06%0.08%Q1 2023Q2 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
First Washington CORP 111.07%1.21%1.35%Q2 2020Q4 20202
Stadion Money Management, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
FCG ADVISORS, LLC 220.06%0.07%0.08%Q2 2020Q3 20202
OneAscent Financial Services LLC 220.05%0.08%0.12%Q2 2023Q3 20232
Delap Wealth Advisory, LLC 220.38%0.45%0.52%Q4 2022Q1 20232
TRUST CO OF TOLEDO NA /OH/ 220.51%0.53%0.55%Q3 2023Q4 20232
EAGLE CAPITAL MANAGEMENT LLC 220.14%0.18%0.22%Q2 2020Q3 20202
T. Rowe Price Investment Management, Inc. 220.00%0.23%0.45%Q2 2023Q3 20232
INVESCO, LLC 220.65%0.77%0.89%Q2 2023Q3 20232
ICON ADVISERS INC/CO 220.14%0.31%0.48%Q2 2020Q3 20202
Milestone Investment Advisors LLC 110.01%0.01%0.02%Q1 2023Q3 20232
BECK CAPITAL MANAGEMENT, LLC 220.83%1.00%1.18%Q1 2022Q2 20222
CADINHA & CO LLC 110.07%1.35%2.62%Q2 2020Q2 20232
Petrus Trust Company, LTA 220.04%0.05%0.07%Q2 2023Q3 20232
ShoreHaven Wealth Partners, LLC 220.08%0.10%0.11%Q4 2020Q1 20212
LaSalle St. Investment Advisors, LLC 220.11%0.11%0.12%Q1 2023Q2 20232
Wakefield Asset Management LLLP 220.10%0.10%0.10%Q3 2021Q4 20212
PGIM Custom Harvest LLC 220.02%0.02%0.02%Q4 2022Q1 20232
SUNFLOWER BANK, NA WEALTH MANAGEMENT 220.10%0.11%0.11%Q2 2020Q3 20202
ALETHEA CAPITAL MANAGEMENT, LLC 110.29%0.57%0.84%Q1 2022Q2 20232
Opus Capital Group, LLC 220.05%0.05%0.05%Q1 2023Q2 20232
Verum Partners LLC 220.10%0.16%0.23%Q2 2023Q3 20232
TOEWS CORP /ADV 110.39%0.61%0.82%Q2 2022Q4 20222
Reynolds Investment Management, Inc. 220.53%0.58%0.62%Q1 2022Q2 20222
Sculptor Capital LP 221.12%1.62%2.12%Q2 2020Q3 20202
Regency Capital Management Inc.\DE 110.00%0.96%1.92%Q1 2021Q3 20232
PFW Advisors LLC 220.20%0.21%0.22%Q2 2023Q3 20232
COLLECTIVE FAMILY OFFICE LLC 220.09%0.09%0.09%Q1 2023Q2 20232
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q3 2022Q4 20222
UniSuper Management Pty Ltd 220.55%0.62%0.69%Q2 2023Q3 20232
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.03%Q1 2021Q2 20212
Ceredex Value Advisors LLC 220.74%0.91%1.08%Q3 2020Q4 20202
WESTWOOD HOLDINGS GROUP INC 110.00%0.01%0.01%Q2 2020Q1 20212
Financial & Tax Architects, LLC 220.18%0.21%0.25%Q1 2021Q2 20212
Anson Funds Management LP 220.14%0.20%0.25%Q3 2022Q4 20222
Paragon Advisors, LLC 220.28%0.36%0.44%Q2 2023Q3 20232
NatWest Group plc 220.04%0.05%0.06%Q2 2020Q3 20202
CASTLE WEALTH MANAGEMENT LLC 220.04%0.05%0.06%Q2 2022Q3 20222
Paragon Wealth Strategies, LLC 220.01%0.01%0.02%Q3 2022Q4 20222
READYSTATE ASSET MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20232
Charles Schwab Investment Advisory, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
PROVIDENT TRUST CO 220.01%0.01%0.01%Q2 2020Q3 20202
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.70%0.81%0.92%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 220.01%0.04%0.07%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.58%0.63%0.69%Q2 2023Q3 20232
PointState Capital LP 110.32%0.38%0.43%Q1 2022Q3 20222
Bay Rivers Group 220.16%0.17%0.17%Q1 2021Q2 20212
CAPITAL INTERNATIONAL LTD /CA/ 220.02%0.08%0.14%Q1 2020Q2 20202
Junto Capital Management LP 110.65%1.32%1.98%Q4 2021Q2 20222
Premier Fund Managers Ltd 220.08%0.09%0.09%Q2 2020Q3 20202
INVENIO WEALTH PARTNERS LLC 220.21%0.25%0.30%Q2 2023Q3 20232
PATTON ALBERTSON MILLER GROUP, LLC 110.04%0.05%0.06%Q2 2020Q4 20222
MJP ASSOCIATES INC /ADV 110.05%0.08%0.10%Q1 2022Q3 20232
WESTERLY CAPITAL MANAGEMENT, LLC 222.20%2.37%2.54%Q3 2022Q4 20222
KINGSWOOD WEALTH ADVISORS, LLC 220.42%0.69%0.96%Q2 2023Q3 20232
Barnett & Company, Inc. 220.03%0.04%0.05%Q2 2020Q3 20202
Wellesley Investment Partners, LLC 220.22%0.24%0.26%Q2 2020Q3 20202
ETRADE Capital Management LLC 220.14%0.15%0.16%Q2 2020Q3 20202
STEVENS CAPITAL MANAGEMENT LP 110.26%0.50%0.73%Q1 2021Q3 20232
COMMONS CAPITAL, LLC 220.10%0.11%0.13%Q4 2021Q1 20222
CARDEROCK CAPITAL MANAGEMENT INC 110.02%0.03%0.05%Q3 2021Q1 20232
SHERBROOKE PARK ADVISERS LLC 110.19%0.72%1.24%Q1 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
InTrack Investment Management Inc 220.20%0.22%0.24%Q3 2023Q4 20232
CARL STUART INVESTMENT ADVISOR, INC 110.14%0.19%0.25%Q1 2022Q1 20232
Arbor Wealth Management, LLC 221.45%1.66%1.86%Q2 2020Q3 20202
CADENCE CAPITAL MANAGEMENT LLC 220.24%0.27%0.30%Q2 2020Q3 20202
Financial Partners Group, LLC 220.25%0.26%0.26%Q1 2023Q2 20232
GLOBEFLEX CAPITAL L P 220.00%0.00%0.00%Q1 2020Q2 20202
RDST Capital LLC 116.21%6.21%6.21%Q3 2023Q3 20231
Goodwin Investment Advisory 110.02%0.02%0.02%Q1 2021Q1 20211
JONES ROAD CAPITAL MANAGEMENT, L.P. 112.52%2.52%2.52%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 110.07%0.07%0.07%Q3 2023Q3 20231
Tandem Wealth Advisors LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Infini Master Fund 110.68%0.68%0.68%Q1 2022Q1 20221
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Wealth Advisors of Iowa, LLC 110.44%0.44%0.44%Q2 2022Q2 20221
Vantage Consulting Group Inc 110.01%0.01%0.01%Q4 2020Q4 20201
Texas Capital Bank Wealth Management Services Inc 110.33%0.33%0.33%Q3 2020Q3 20201
Alta Wealth Advisors LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Emerald Advisors, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
RENAISSANCE GROUP LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DCF Advisers, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
SENTINEL PENSION ADVISORS INC 110.05%0.05%0.05%Q2 2023Q2 20231
Fortis Capital Management LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Investment Research & Advisory Group, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Mayfair Advisory Group, LLC 110.31%0.31%0.31%Q3 2022Q3 20221
Veritas Asset Management LLP 114.92%4.92%4.92%Q2 2020Q2 20201
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Argent Wealth Management LLC 110.07%0.07%0.07%Q2 2020Q2 20201
WJ Wealth Management, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Oder Investment Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Team Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
APOGEM CAPITAL LLC 110.32%0.32%0.32%Q4 2020Q4 20201
Bornite Capital Management LP 113.43%3.43%3.43%Q2 2021Q2 20211
Lifestyle Asset Management, Inc. 110.14%0.14%0.14%Q2 2023Q2 20231
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Briaud Financial Planning, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Beacon Financial Advisory LLC 110.13%0.13%0.13%Q2 2022Q2 20221
CRAMER ROSENTHAL MCGLYNN LLC 110.12%0.12%0.12%Q1 2020Q1 20201
MCKINLEY CAPITAL MANAGEMENT LLC 110.84%0.84%0.84%Q2 2020Q2 20201
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.05%0.05%0.05%Q4 2020Q4 20201
Provident Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
AtonRa Partners 110.27%0.27%0.27%Q4 2020Q4 20201
Modus Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
GARDNER LEWIS ASSET MANAGEMENT L P 110.37%0.37%0.37%Q2 2022Q2 20221
BCS Wealth Management 110.12%0.12%0.12%Q3 2023Q3 20231
Twin Lakes Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Avalon Trust Co 110.00%0.00%0.00%Q2 2023Q2 20231
Bridge Advisory, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Heartwood Wealth Advisors LLC 110.03%0.03%0.03%Q2 2023Q2 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
ELLERSON GROUP INC /ADV 110.13%0.13%0.13%Q3 2023Q3 20231
Nebula Research & Development LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Gunderson Capital Management Inc. 113.34%3.34%3.34%Q2 2023Q2 20231
Alta Fox Capital Management 116.65%6.65%6.65%Q4 2022Q4 20221
Nadler Financial Group, Inc. 110.04%0.04%0.04%Q1 2022Q1 20221
Guardian Wealth Advisors, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Addenda Capital Inc. 110.02%0.02%0.02%Q2 2020Q2 20201
Paradigm, Strategies in Wealth Management, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Optiver Holding B.V. 110.00%0.00%0.00%Q3 2023Q3 20231
Southeastern Asset Management 112.16%2.16%2.16%Q3 2023Q3 20231
Rothschild & Co Wealth Management UK Ltd 110.00%0.00%0.00%Q2 2020Q2 20201
Rudd International, Inc. 112.35%2.35%2.35%Q2 2020Q2 20201
PNC Managed Account Solutions, Inc. 110.13%0.13%0.13%Q2 2021Q2 20211
Leap Investments LP 110.62%0.62%0.62%Q2 2020Q2 20201
TRADITION ASSET MANAGEMENT LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Enterprise Trust & Investment Co 110.01%0.01%0.01%Q2 2022Q2 20221
McAlister, Sweet & Associates, Inc. 110.18%0.18%0.18%Q2 2023Q2 20231
ADVISORY RESEARCH INC 110.04%0.04%0.04%Q2 2023Q2 20231
Financial Consulate Inc. 110.18%0.18%0.18%Q2 2021Q2 20211
NBC SECURITIES, INC. 110.14%0.14%0.14%Q3 2023Q3 20231
Knuff & Co LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Epic Trust Investment Advisors, LLC 110.40%0.40%0.40%Q1 2022Q1 20221
Exos TFP Holdings LLC 110.02%0.02%0.02%Q3 2022Q3 20221
WealthBridge Capital Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
Fairhaven Wealth Management, LLC 110.61%0.61%0.61%Q3 2023Q3 20231
BESSEMER SECURITIES LLC 110.07%0.07%0.07%Q2 2020Q2 20201
AM Squared Ltd 110.36%0.36%0.36%Q3 2023Q3 20231
Personal Wealth Partners 110.01%0.01%0.01%Q2 2021Q2 20211
PEREGRINE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2020Q3 20201
McElhenny Sheffield Capital Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Advisory Resource Group 110.84%0.84%0.84%Q2 2020Q2 20201
CM WEALTH ADVISORS LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Sage Financial Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Global Strategic Investment Solutions, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
RAMSEY QUANTITATIVE SYSTEMS 111.38%1.38%1.38%Q2 2021Q2 20211
Benchmark Financial Wealth Advisors, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Delta Investment Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DE BURLO GROUP INC 110.09%0.09%0.09%Q2 2022Q2 20221
Soros Fund Management 110.07%0.07%0.07%Q2 2023Q2 20231
PRECEPT MANAGEMENT LLC 111.77%1.77%1.77%Q2 2020Q2 20201
SMITH CAPITAL MANAGEMENT INC /AR/ADV 110.14%0.14%0.14%Q2 2020Q2 20201
DeepCurrents Investment Group LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Heritage Financial Services, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
Lee Capital Holdings LLC 111.85%1.85%1.85%Q4 2022Q4 20221
Vident Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Andrew Hill Investment Advisors, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q2 2023Q2 20231
STRALEM & CO INC 112.52%2.52%2.52%Q2 2020Q2 20201
WELD CAPITAL MANAGEMENT LLC 110.35%0.35%0.35%Q1 2021Q1 20211
FSB PREMIER WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
FCA CORP /TX 110.11%0.11%0.11%Q3 2023Q3 20231
BILL & MELINDA GATES FOUNDATION TRUST 110.00%0.00%0.00%Q3 2023Q3 20231
CHECK CAPITAL MANAGEMENT INC/CA 110.01%0.01%0.01%Q3 2023Q3 20231
LFA - Lugano Financial Advisors SA 110.01%0.01%0.01%Q3 2023Q3 20231
KENNEDY CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Windsor Wealth Management, Inc. 110.05%0.05%0.05%Q1 2021Q1 20211
Capricorn Fund Managers Ltd 110.64%0.64%0.64%Q4 2021Q4 20211
Financial Partners Group, Inc 110.06%0.06%0.06%Q3 2023Q3 20231
Game Creek Capital, LP 110.34%0.34%0.34%Q1 2021Q1 20211
MWA Asset Management 110.95%0.95%0.95%Q3 2023Q3 20231
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.05%0.05%0.05%Q4 2021Q4 20211
Masso Torrence Wealth Management Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
SCP Investment, LP 115.88%5.88%5.88%Q3 2023Q3 20231
Poehling Capital Management, INC. 110.90%0.90%0.90%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Vanguard Capital Wealth Advisors 110.28%0.28%0.28%Q1 2022Q1 20221
DRIEHAUS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2020Q2 20201
FIDUCIENT ADVISORS LLC 110.13%0.13%0.13%Q2 2022Q2 20221
VIKING GLOBAL INVESTORS LP 111.28%1.28%1.28%Q3 2020Q3 20201
Landmark Wealth Management, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Solidarity Wealth, LLC 111.80%1.80%1.80%Q3 2023Q3 20231
Taylor Hoffman Wealth Management 110.04%0.04%0.04%Q2 2020Q2 20201
Third Point 114.44%4.44%4.44%Q2 2020Q2 20201
STONEBRIDGE CAPITAL MANAGEMENT INC 110.14%0.14%0.14%Q2 2020Q2 20201
Legacy Wealth Partners, Inc. 110.11%0.11%0.11%Q2 2021Q2 20211
Ovata Capital Management Ltd 110.05%0.05%0.05%Q2 2020Q2 20201
Shore Point Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Connections Group, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Demars Financial Group, LLC 110.60%0.60%0.60%Q3 2023Q3 20231
TRUEWEALTH LLC 110.06%0.06%0.06%Q2 2020Q2 20201
HITE Hedge Asset Management LLC 110.24%0.24%0.24%Q1 2022Q1 20221
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.26%0.26%0.26%Q1 2023Q1 20231
Trellus Management Company, LLC 110.26%0.26%0.26%Q2 2021Q2 20211
CARILLON TOWER ADVISERS, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Geneva Partners, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Vest Financial, LLC 111.65%1.65%1.65%Q4 2020Q4 20201
CFO4Life Group, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
Graham Capital Management, L.P. 110.01%0.01%0.01%Q3 2022Q3 20221
Aurora Investment Counsel 110.65%0.65%0.65%Q2 2020Q2 20201
Pinnacle Wealth Advisors 110.08%0.08%0.08%Q2 2021Q2 20211
FRONTIER INVESTMENT MGMT CO 110.89%0.89%0.89%Q2 2020Q2 20201
Saturna Capital CORP 110.01%0.01%0.01%Q2 2020Q2 20201
Kamunting Street Capital Management, L.P. 110.36%0.36%0.36%Q3 2023Q3 20231
Achmea Investment Management B.V. 110.05%0.05%0.05%Q2 2020Q2 20201
SFG Wealth Management, LLC. 110.19%0.19%0.19%Q3 2023Q3 20231
FIDELITY D & D BANCORP INC 110.21%0.21%0.21%Q3 2023Q3 20231
NAVELLIER & ASSOCIATES INC 110.08%0.08%0.08%Q3 2023Q3 20231
New Capital Management LP 110.00%0.00%0.00%Q4 2020Q4 20201
Southpoint Capital Advisors LP 111.13%1.13%1.13%Q2 2020Q2 20201
ALLSTATE INVESTMENT MANAGEMENT CO 110.17%0.17%0.17%Q4 2022Q4 20221
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.05%0.05%0.05%Q2 2020Q2 20201
Polianta Ltd 110.50%0.50%0.50%Q3 2023Q3 20231
Faithward Advisors, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
FIRST QUADRANT LLC/CA 110.02%0.02%0.02%Q2 2020Q2 20201
BRISTOL JOHN W & CO INC /NY/ 110.01%0.01%0.01%Q2 2020Q2 20201
RGT Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Ironwood Investment Counsel, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
PATTON FUND MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2022Q4 20221
Sante Capital Fund, LP 111.63%1.63%1.63%Q3 2022Q3 20221
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HighVista Strategies LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Front Street Capital Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.05%0.05%0.05%Q2 2023Q2 20231
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Valued Wealth Advisors LLC 110.03%0.03%0.03%Q4 2023Q4 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.37%0.37%0.37%Q3 2023Q3 20231
Palestra Capital Management LLC 112.57%2.57%2.57%Q2 2020Q2 20201
Reby Advisors, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Morris Capital Advisors, LLC 110.33%0.33%0.33%Q2 2020Q2 20201
United American Securities Inc. (d/b/a UAS Asset Management) 110.20%0.20%0.20%Q4 2020Q4 20201
O'Shares Investment Advisers, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Private Capital Advisors, Inc. 112.84%2.84%2.84%Q2 2020Q2 20201
Savoie Capital LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Numerai GP LLC 110.46%0.46%0.46%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Magnetar Financial LLC 110.04%0.04%0.04%Q3 2020Q3 20201
NEOS Investment Management LLC 110.14%0.14%0.14%Q3 2023Q3 20231
United Community Bank 110.11%0.11%0.11%Q3 2023Q3 20231
Kemper Corp Master Retirement Trust 110.29%0.29%0.29%Q2 2020Q2 20201
Aldebaran Financial Inc. 110.37%0.37%0.37%Q2 2020Q2 20201
ALPHA WINDWARD LLC 110.14%0.14%0.14%Q3 2020Q3 20201
Gladstone Capital Management LLP 110.12%0.12%0.12%Q2 2020Q2 20201
Fulcrum Asset Management LLP 110.38%0.38%0.38%Q1 2022Q1 20221
Beech Hill Advisors, Inc. 111.67%1.67%1.67%Q2 2020Q2 20201
Indiana Trust & Investment Management CO 110.12%0.12%0.12%Q3 2023Q3 20231
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
MAKENA CAPITAL MANAGEMENT LLC 110.21%0.21%0.21%Q3 2020Q3 20201
SYNTAX RESEARCH, INC. 111.83%1.83%1.83%Q3 2023Q3 20231
SYON CAPITAL LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Next Level Private LLC 110.35%0.35%0.35%Q2 2022Q2 20221
ROGCO, LP 110.15%0.15%0.15%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Engine Capital Management, LP 1111.31%11.31%11.31%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
OMERS ADMINISTRATION Corp 111.12%1.12%1.12%Q2 2020Q2 20201
Arlington Trust Co LLC 111.06%1.06%1.06%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Klingman & Associates, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
ALPS ADVISORS INC 110.01%0.01%0.01%Q2 2020Q2 20201
Elefante Mark B 112.10%2.10%2.10%Q2 2020Q2 20201
Gardiner Nancy B 110.70%0.70%0.70%Q2 2020Q2 20201
Employers Holdings, Inc. 110.60%0.60%0.60%Q2 2020Q2 20201
QRG CAPITAL MANAGEMENT, INC. 110.15%0.15%0.15%Q3 2023Q3 20231
Econ Financial Services Corp 110.19%0.19%0.19%Q3 2022Q3 20221
NOTTINGHAM ADVISORS, INC. 110.03%0.03%0.03%Q2 2020Q2 20201
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Eschler Asset Management LLP 110.28%0.28%0.28%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.05%0.05%0.05%Q3 2023Q3 20231
Ionic Capital Management LLC 110.56%0.56%0.56%Q3 2022Q3 20221
William Allan Corp 111.18%1.18%1.18%Q4 2021Q4 20211
Richard C. Young & CO., LTD. 110.41%0.41%0.41%Q2 2020Q2 20201
Pensionmark Financial Group, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Trinity Legacy Partners, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
James Reed Financial Services, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
ClariVest Asset Management LLC 110.20%0.20%0.20%Q2 2020Q2 20201
Hayden Royal, LLC 110.19%0.19%0.19%Q2 2021Q2 20211
Castle Financial & Retirement Planning Associates, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Westbourne Investment Advisors, Inc. 110.08%0.08%0.08%Q1 2022Q1 20221
Spinnaker Investment Group, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
PURSUE WEALTH PARTNERS LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Kula Investments, LLC 110.27%0.27%0.27%Q1 2023Q1 20231
NORDEN GROUP LLC 110.49%0.49%0.49%Q3 2023Q3 20231
TCI Fund Management 112.82%2.82%2.82%Q2 2020Q2 20201
LGT Fund Management Co Ltd. 110.08%0.08%0.08%Q1 2023Q1 20231
New Republic Capital, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
ETF MANAGERS GROUP, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Governors Lane LP 110.74%0.74%0.74%Q3 2023Q3 20231
Penobscot Investment Management Company, Inc. 110.41%0.41%0.41%Q3 2023Q3 20231
Sharkey, Howes & Javer 110.05%0.05%0.05%Q1 2022Q1 20221
KPP Advisory Services LLC 110.15%0.15%0.15%Q3 2023Q3 20231
WBI INVESTMENTS, LLC 110.44%0.44%0.44%Q1 2023Q1 20231
MEITAV INVESTMENT HOUSE LTD 110.00%0.00%0.00%Q2 2023Q2 20231
TradeLink Capital LLC 111.27%1.27%1.27%Q2 2020Q2 20201
Livforsakringsbolaget Skandia, Omsesidigt 110.13%0.13%0.13%Q2 2020Q2 20201
BluePath Capital Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Private Vista, LLC 110.10%0.10%0.10%Q2 2020Q2 20201
ISTHMUS PARTNERS, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Pluribus Labs, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Farmer Steven Patrick 110.96%0.96%0.96%Q2 2022Q2 20221
J. Goldman & Co LP 110.27%0.27%0.27%Q1 2023Q1 20231
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Vontobel Swiss Wealth Advisors AG 110.14%0.14%0.14%Q2 2020Q2 20201
Richwood Investment Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
SANDLER CAPITAL MANAGEMENT 111.82%1.82%1.82%Q2 2023Q2 20231
IAT REINSURANCE CO LTD. 111.28%1.28%1.28%Q1 2022Q1 20221
PARTHENON LLC 110.03%0.03%0.03%Q4 2022Q4 20221
KerberRose Wealth Management, LLC 110.23%0.23%0.23%Q2 2022Q2 20221
Rainier Group Investment Advisory LLC 110.09%0.09%0.09%Q2 2020Q2 20201
AlphaCrest Capital Management LLC 110.27%0.27%0.27%Q2 2020Q2 20201
Pentwater Capital Management LP 110.10%0.10%0.10%Q3 2020Q3 20201
CFO4Life, L.P. 110.04%0.04%0.04%Q4 2022Q4 20221
Doman Group, LLC 110.89%0.89%0.89%Q4 2021Q4 20211
Nitorum Capital, L.P. 111.80%1.80%1.80%Q3 2022Q3 20221
My Personal CFO, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.21%0.21%0.21%Q1 2023Q1 20231
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 110.17%0.17%0.17%Q2 2020Q2 20201
Eaton Financial Holdings Company, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Aletheian Wealth Advisors LLC 110.47%0.47%0.47%Q2 2023Q2 20231
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
S. R. Schill & Associates 110.13%0.13%0.13%Q4 2022Q4 20221
iA Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
DnB Asset Management AS 110.24%0.24%0.24%Q1 2020Q1 20201
NumerixS Investment Technologies Inc 110.56%0.56%0.56%Q2 2020Q2 20201
FAGAN ASSOCIATES, INC. 110.89%0.89%0.89%Q2 2020Q2 20201
Alpha Square Group S LLC 110.89%0.89%0.89%Q2 2022Q2 20221
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
St. Johns Investment Management Company, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WHEATLAND ADVISORS INC 110.94%0.94%0.94%Q2 2020Q2 20201
RiverFront Investment Group, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Allen Capital Group, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Kapstone Financial Advisors LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Jupiter Investment Management Ltd 110.01%0.01%0.01%Q2 2020Q2 20201
SIGNET FINANCIAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CORRADO ADVISORS, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Origin Asset Management LLP 110.10%0.10%0.10%Q2 2020Q2 20201
West Tower Group, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Northwest Bank & Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
Park Place Capital Corp 110.27%0.27%0.27%Q3 2023Q3 20231
Infini Capital Management Ltd 110.68%0.68%0.68%Q1 2022Q1 20221
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cercano Management LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Bouchey Financial Group Ltd 110.02%0.02%0.02%Q2 2023Q2 20231
Fortune Financial Advisors, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
BRINKER CAPITAL INC 110.26%0.26%0.26%Q2 2020Q2 20201
STERLING INVESTMENT MANAGEMENT, LLC 110.55%0.55%0.55%Q2 2020Q2 20201
Timber Creek Capital Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
TAM Capital Management Inc. 111.16%1.16%1.16%Q3 2023Q3 20231
10-15 ASSOCIATES, INC. 110.26%0.26%0.26%Q2 2020Q2 20201
Capital Group Investment Management Pte. Ltd. 110.93%0.93%0.93%Q4 2022Q4 20221
JABODON PT CO 1112.72%12.72%12.72%Q3 2020Q3 20201
VIAWEALTH, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
First Allied Advisory Services, Inc. 110.14%0.14%0.14%Q3 2020Q3 20201
Fayerweather Charles 111.69%1.69%1.69%Q2 2020Q2 20201
Ruedi Wealth Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
EA Series Trust 110.15%0.15%0.15%Q2 2023Q2 20231
Garden State Investment Advisory Services LLC 110.09%0.09%0.09%Q3 2023Q3 20231
WEALTHCARE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Municipal Employees' Retirement System of Michigan 110.00%0.00%0.00%Q2 2020Q2 20201
Quarry LP 110.01%0.01%0.01%Q1 2023Q1 20231
Private Capital Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
MARSHALL WACE ASIA Ltd 114.26%4.26%4.26%Q1 2020Q1 20201
FREEDOM WEALTH ALLIANCE, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Stone Ridge Asset Management LLC 110.19%0.19%0.19%Q2 2020Q2 20201
Gallagher Benefit Services, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
Kaydan Wealth Management, Inc. 110.10%0.10%0.10%Q1 2023Q1 20231
V-Square Quantitative Management LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Rather & Kittrell, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 113.96%3.96%3.96%Q2 2020Q2 20201
Second Half Financial Partners, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Spectrum Management Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
MKP Capital Management, L.L.C. 110.96%0.96%0.96%Q1 2021Q1 20211
Sustainable Insight Capital Management, LLC 110.15%0.15%0.15%Q4 2020Q4 20201
J.Safra Asset Management Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Circle Wealth Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Lombard Odier Asset Management (Europe) Ltd 110.04%0.04%0.04%Q3 2020Q3 20201
Essential Planning, LLC. 110.17%0.17%0.17%Q4 2022Q4 20221
Hibernia Wealth Partners, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
Community Financial Services Group, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Icon Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Mawer Investment Management Ltd. 110.08%0.08%0.08%Q2 2020Q2 20201
First Fiduciary Investment Counsel, Inc. 110.04%0.04%0.04%Q2 2020Q2 20201
Financial Advisory Group 110.11%0.11%0.11%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.30%0.30%0.30%Q1 2022Q1 20221
MIZUHO MARKETS AMERICAS LLC 110.52%0.52%0.52%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.06%0.06%0.06%Q3 2022Q3 20221
CHIRON CAPITAL MANAGEMENT, LLC 111.18%1.18%1.18%Q3 2023Q3 20231
Jackson Creek Investment Advisors LLC 110.13%0.13%0.13%Q3 2020Q3 20201
qPULA Trading Management LP 110.30%0.30%0.30%Q1 2022Q1 20221
MATRIX ASSET ADVISORS INC/NY 110.52%0.52%0.52%Q3 2023Q3 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Capstone Triton Financial Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Hunter Perkins Capital Management, LLC 110.38%0.38%0.38%Q4 2020Q4 20201
Oak Harvest Investment Services 110.86%0.86%0.86%Q4 2020Q4 20201
SMITH SHELLNUT WILSON LLC /ADV 110.14%0.14%0.14%Q4 2020Q4 20201
Birchcreek Wealth Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Danda Trouve Investment Management, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
WD RUTHERFORD LLC 110.19%0.19%0.19%Q3 2023Q3 20231
External links

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