REGIONS FINL CORP NEW shareholder history

Current and past REGIONS FINL CORP NEW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023123
Walleye Trading LLC 42420.00%0.01%0.04%Q2 2013Q3 2023107
CITIGROUP INC 42420.00%0.01%0.03%Q2 2013Q3 2023106
BARCLAYS PLC 42420.00%0.01%0.04%Q2 2013Q3 2023104
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.08%Q1 2012Q3 2023100
Citadel Advisors 42420.00%0.02%0.43%Q2 2013Q3 202396
Parallax Volatility Advisers, L.P. 2260.00%0.00%0.07%Q2 2013Q3 202395
Cutler Group LLC / CA 32320.00%0.00%0.02%Q4 2015Q3 202379
WOLVERINE TRADING, LLC 1630.00%0.00%0.02%Q2 2016Q3 202378
SALZHAUER MICHAEL 3810.00%0.60%1.48%Q4 2013Q3 202374
JANE STREET GROUP, LLC 2910.00%0.00%0.01%Q1 2014Q3 202372
CAPSTONE INVESTMENT ADVISORS, LLC 2130.00%0.01%0.08%Q4 2015Q3 202366
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.04%Q2 2013Q3 202365
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202363
TWO SIGMA INVESTMENTS, LP 3010.00%0.09%0.61%Q2 2013Q4 202262
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.08%Q2 2013Q3 202360
HUNTINGTON NATIONAL BANK 59590.00%0.04%0.33%Q1 2009Q3 202359
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.02%0.14%Q2 2013Q3 202358
CREDIT SUISSE AG/ 43430.00%0.02%0.07%Q1 2013Q3 202357
PEAK6 Group LLC 21210.00%0.01%0.10%Q2 2013Q2 201856
HSBC HOLDINGS PLC 47470.00%0.04%0.10%Q1 2012Q3 202354
MILLENNIUM MANAGEMENT LLC 27140.00%0.09%0.46%Q2 2013Q3 202353
GLENMEDE TRUST CO NA 4340.00%0.06%0.18%Q4 2006Q3 202353
BALYASNY ASSET MANAGEMENT L.P. 2310.00%0.16%0.80%Q2 2013Q2 202352
AMALGAMATED BANK 52520.03%0.06%0.13%Q4 2010Q3 202352
ROYAL BANK OF CANADA 42420.00%0.01%0.05%Q2 2013Q3 202350
PEAK6 Investments LLC 21210.00%0.01%0.02%Q3 2018Q3 202350
SECURIAN ASSET MANAGEMENT, INC 49490.02%0.04%0.05%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.01%0.06%0.16%Q3 2011Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.01%0.08%0.24%Q4 2011Q3 202348
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.12%Q2 2013Q3 202348
DEUTSCHE BANK AG\ 41410.00%0.03%0.08%Q3 2013Q3 202347
HighTower Advisors, LLC 4010.00%0.02%0.07%Q2 2013Q3 202347
Creative Planning 42420.00%0.00%0.01%Q2 2013Q3 202347
First Horizon Advisors, Inc. 4420.00%0.03%0.08%Q1 2012Q3 202346
Paloma Partners Management Co 1610.00%0.03%0.14%Q2 2013Q3 202346
Spot Trading L.L.C 16160.00%0.01%0.04%Q2 2013Q1 201746
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.24%0.35%0.48%Q2 2010Q3 202344
TWO SIGMA SECURITIES, LLC 1110.00%0.05%0.62%Q2 2015Q3 202344
D. E. Shaw & Co., Inc. 1520.00%0.01%0.08%Q3 2013Q3 202344
LYNCH & ASSOCIATES/IN 43430.08%0.13%0.17%Q2 2013Q4 202343
COMMERCE BANK 43430.00%0.01%0.01%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.03%0.05%0.07%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.03%0.06%0.08%Q1 2013Q3 202343
Veritable, L.P. 43430.00%0.01%0.02%Q4 2012Q2 202343
AQR Capital Management 4210.00%0.05%0.27%Q4 2012Q3 202343
Retirement Systems of Alabama 43430.02%0.16%0.24%Q1 2013Q3 202343
TWO SIGMA ADVISERS, LP 41410.00%0.16%0.54%Q2 2013Q2 202343
GUGGENHEIM CAPITAL LLC 42420.01%0.08%0.14%Q2 2013Q3 202343
BANK OF NOVA SCOTIA 43430.00%0.04%0.42%Q1 2013Q3 202343
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.02%0.07%0.09%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.18%0.45%Q2 2013Q3 202342
LBMC INVESTMENT ADVISORS, LLC 42420.04%0.05%0.08%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.03%0.08%Q2 2013Q3 202342
Cetera Advisor Networks LLC 32100.01%0.01%0.02%Q1 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.03%0.06%0.09%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.01%0.03%Q2 2013Q3 202342
WEDGE CAPITAL MANAGEMENT L L P/NC 42420.00%0.29%0.71%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.02%0.03%0.04%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.00%0.03%0.27%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.02%0.06%0.11%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.01%0.08%0.14%Q2 2013Q3 202342
Invesco Ltd. 42420.01%0.04%0.09%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.01%0.02%0.03%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.10%0.28%0.65%Q2 2013Q3 202342
PZENA INVESTMENT MANAGEMENT LLC 42420.14%0.65%1.75%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.04%0.07%0.10%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.05%Q2 2013Q3 202342
Fruth Investment Management 42420.06%0.08%0.10%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.11%0.18%0.31%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.02%0.07%0.14%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.03%0.08%0.14%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.20%0.48%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.29%0.60%0.85%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.00%0.01%0.04%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.02%0.03%0.06%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.00%0.01%0.02%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.08%0.40%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.03%0.05%0.08%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.02%0.08%0.25%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.02%0.06%0.14%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.03%0.24%0.60%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.02%0.03%0.16%Q2 2013Q3 202342
Brandywine Global Investment Management, LLC 42420.00%0.12%0.24%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.01%0.05%0.25%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.02%0.04%0.09%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.03%0.08%Q2 2013Q3 202342
KBC Group NV 42420.02%0.13%0.34%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.02%0.04%0.10%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.01%0.05%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.00%0.08%0.41%Q2 2013Q3 202342
Legal & General Group Plc 42420.03%0.06%0.08%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.02%0.04%0.05%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.03%0.05%0.12%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.01%0.30%0.89%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.12%0.24%0.42%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.03%0.05%0.07%Q2 2013Q3 202342
APG Asset Management N.V. 42420.01%0.05%0.19%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.01%0.03%0.05%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.03%0.05%0.07%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.01%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.01%0.03%0.14%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.02%0.11%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.02%0.04%0.09%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.02%0.03%0.04%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.01%0.01%0.04%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.02%0.08%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.01%0.02%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.07%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.00%0.05%0.14%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.06%0.09%0.12%Q2 2013Q3 202342
Greenwich Wealth Management LLC 42420.16%0.40%1.06%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.01%0.02%0.04%Q2 2013Q3 202342
Korea Investment CORP 42420.01%0.07%0.23%Q2 2013Q3 202342
FMR LLC 42420.00%0.04%0.15%Q2 2013Q3 202342
PITCAIRN CO 42420.02%0.03%0.06%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.02%0.06%0.11%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.00%0.01%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.01%0.02%0.03%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.04%0.07%0.10%Q2 2013Q3 202342
Welch Group, LLC 42420.02%0.12%0.21%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.06%0.20%0.85%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.03%0.06%0.09%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.05%0.09%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.00%0.02%0.04%Q2 2013Q3 202342
Citizens Business Bank 42420.05%0.09%0.17%Q4 2012Q1 202342
SYNOVUS FINANCIAL CORP 42420.03%0.05%0.07%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.03%0.20%Q2 2013Q3 202342
LATHROP INVESTMENT MANAGEMENT CORP 42420.09%0.42%0.98%Q2 2013Q3 202342
Callahan Advisors, LLC 42420.06%0.08%0.12%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.10%0.28%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.01%0.05%0.25%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.08%0.24%0.50%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.02%0.04%0.08%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.01%0.03%0.06%Q2 2013Q3 202342
Rafferty Asset Management, LLC 42420.02%0.08%0.14%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.00%0.02%0.09%Q2 2013Q3 202342
DnB Asset Management AS 3930.02%0.04%0.14%Q2 2013Q4 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.04%0.07%0.10%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.02%0.08%0.25%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.00%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.03%0.06%0.08%Q2 2013Q3 202342
AVIVA PLC 42420.02%0.06%0.14%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.04%0.06%0.16%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.06%0.21%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.02%0.06%0.11%Q2 2013Q3 202342
STATE STREET CORP 42420.04%0.07%0.10%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42420.69%0.99%1.20%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.02%0.16%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.02%0.05%0.08%Q2 2013Q3 202342
Smith, Graham & Co., Investment Advisors, LP 42420.32%0.52%0.77%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.03%0.06%0.10%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.01%0.01%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.09%0.58%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.01%0.04%0.10%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.04%0.06%0.09%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.14%0.39%Q2 2013Q3 202342
NORGES BANK 4020.03%0.06%0.19%Q2 2012Q4 202242
MONTGOMERY INVESTMENT MANAGEMENT INC 42420.20%0.41%0.67%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.03%0.13%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.03%0.05%0.08%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.38%0.58%0.78%Q2 2013Q3 202342
SeaBridge Investment Advisors LLC 42420.44%1.29%2.03%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.02%0.05%Q2 2013Q3 202342
BlackRock Inc. 42420.03%0.05%0.08%Q2 2013Q3 202342
Forest Hill Capital, LLC 42421.63%3.34%5.16%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.03%0.21%0.76%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.00%0.05%0.23%Q2 2013Q3 202342
ProShare Advisors LLC 42420.01%0.05%0.10%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.04%0.12%0.33%Q2 2013Q3 202342
Nuveen Asset Management, LLC 42420.01%0.06%0.19%Q2 2013Q3 202342
PineBridge Investments, L.P. 42420.00%0.23%0.72%Q2 2013Q3 202342
Utah Retirement Systems 42420.04%0.06%0.08%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.03%0.07%0.17%Q2 2013Q3 202342
FINANCIAL COUNSELORS INC 28130.01%0.23%0.37%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.01%0.01%0.03%Q3 2013Q3 202341
Arizona State Retirement System 3380.03%0.07%0.16%Q1 2013Q3 202341
THOMPSON INVESTMENT MANAGEMENT, INC. 41410.03%0.05%0.07%Q2 2013Q2 202341
NFC Investments, LLC 41410.01%0.09%0.13%Q2 2013Q2 202341
BLAIR WILLIAM & CO/IL 41410.00%0.02%0.04%Q3 2013Q3 202341
STRS OHIO 41410.00%0.03%0.06%Q3 2013Q3 202341
OPPENHEIMER & CO INC 29120.00%0.04%0.14%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.04%0.07%0.10%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.01%0.04%0.21%Q2 2013Q3 202341
Hartford Financial Management Inc. 3470.01%0.03%0.05%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.01%0.04%0.10%Q3 2013Q3 202341
COMERICA BANK 3920.00%0.03%0.05%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.01%0.02%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.02%0.07%0.27%Q2 2013Q3 202341
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 41410.03%0.06%0.09%Q3 2013Q3 202341
J.P. Morgan Private Wealth Advisors LLC 4010.01%0.11%0.52%Q2 2013Q3 202341
Norinchukin Bank, The 41410.00%0.02%0.05%Q3 2013Q3 202341
SALEM INVESTMENT COUNSELORS INC 22190.01%0.01%0.02%Q2 2013Q3 202341
Spears Abacus Advisors LLC 3650.05%0.09%0.14%Q2 2013Q3 202341
PEOPLES FINANCIAL SERVICES CORP. 40400.00%0.01%0.01%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.09%0.25%0.60%Q4 2013Q3 202340
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2840.00%0.00%0.00%Q2 2013Q3 202340
Cubist Systematic Strategies, LLC 38380.00%0.07%0.27%Q2 2014Q3 202340
Advisors Asset Management, Inc. 22180.00%0.01%0.06%Q2 2013Q3 202340
Andra AP-fonden 2260.06%0.13%0.27%Q2 2013Q3 202340
Kentucky Retirement Systems 3730.04%0.07%0.09%Q3 2013Q3 202340
WELLINGTON MANAGEMENT GROUP LLP 3280.00%0.01%0.18%Q2 2013Q3 202340
TORONTO DOMINION BANK 40400.00%0.01%0.03%Q4 2013Q3 202340
CAPITAL FUND MANAGEMENT S.A. 610.00%0.03%0.21%Q3 2013Q3 202340
Louisiana State Employees Retirement System 40400.02%0.04%0.06%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.04%0.07%0.09%Q4 2013Q3 202340
CITY HOLDING CO 40400.00%0.00%0.01%Q4 2013Q3 202340
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3730.00%0.01%0.03%Q3 2013Q3 202340
Stieven Capital Advisors, L.P. 23170.87%2.26%4.70%Q2 2013Q3 202340
Parkside Financial Bank & Trust 3730.00%0.07%0.83%Q2 2013Q3 202340
Aldebaran Financial Inc. 40400.32%0.72%1.12%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 38380.00%0.02%0.04%Q2 2014Q3 202339
Moors & Cabot, Inc. 39390.04%0.08%0.18%Q1 2014Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.00%0.08%0.11%Q1 2014Q3 202339
STATE OF WISCONSIN INVESTMENT BOARD 23160.00%0.03%0.11%Q2 2013Q3 202339
PRUDENTIAL PLC 23160.00%0.05%0.44%Q2 2013Q3 202339
FRANKLIN RESOURCES INC 39390.00%0.00%0.01%Q1 2014Q3 202339
CWM, LLC 1680.00%0.01%0.03%Q3 2013Q3 202339
ATWOOD & PALMER INC 39390.03%0.12%0.98%Q1 2014Q3 202339
LOS ANGELES CAPITAL MANAGEMENT LLC 39390.02%0.09%0.28%Q2 2013Q4 202239
Tower Research Capital LLC (TRC) 2270.00%0.02%0.12%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.03%0.11%Q1 2014Q3 202339
Twin Tree Management, LP 910.00%0.02%0.18%Q2 2014Q3 202339
Thomasville National Bank 27110.03%0.05%0.08%Q4 2013Q3 202338
BESSEMER GROUP INC 28100.00%0.00%0.01%Q3 2013Q3 202338
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3260.00%0.01%0.03%Q2 2013Q3 202338
CONNING INC. 38380.01%0.01%0.03%Q2 2013Q3 202238
BROWN BROTHERS HARRIMAN & CO 3620.00%0.00%0.00%Q1 2014Q3 202338
SCHRODER INVESTMENT MANAGEMENT GROUP 3620.00%0.02%0.07%Q3 2013Q3 202338
ING GROEP NV 1010.00%0.06%0.34%Q1 2013Q2 202338
LPL Financial LLC 26120.00%0.01%0.02%Q2 2013Q3 202338
Boston Partners 27110.00%0.17%0.73%Q2 2013Q3 202338
EATON VANCE MANAGEMENT 38380.03%0.18%0.78%Q2 2013Q3 202238
Janney Montgomery Scott LLC 2810.00%0.01%0.02%Q3 2013Q2 202338
MCF Advisors LLC 3010.00%0.04%0.10%Q4 2011Q3 202338
NATIXIS ADVISORS, L.P. 2990.00%0.02%0.07%Q2 2013Q3 202338
FIRST CITIZENS BANK & TRUST CO 3620.02%0.25%0.58%Q2 2013Q3 202338
VICTORY CAPITAL MANAGEMENT INC 3610.00%0.05%0.23%Q3 2013Q3 202337
FIDUCIARY TRUST CO 37370.01%0.03%0.07%Q3 2014Q3 202337
GATEWAY INVESTMENT ADVISERS LLC 37370.00%0.01%0.04%Q2 2013Q2 202237
ROWLANDMILLER & PARTNERS.ADV 37370.06%0.08%0.12%Q4 2014Q4 202337
WOLVERINE ASSET MANAGEMENT LLC 1120.00%0.00%0.02%Q2 2013Q2 202137
UNITED SERVICES AUTOMOBILE ASSOCIATION 2910.01%0.14%0.70%Q2 2013Q3 202337
SIGNATUREFD, LLC 23140.01%0.02%0.03%Q2 2013Q3 202337
National Pension Service 37370.04%0.08%0.12%Q3 2014Q3 202337
FAYEZ SAROFIM & CO 3610.00%0.00%0.01%Q2 2013Q3 202237
Squarepoint Ops LLC 1210.00%0.05%0.31%Q3 2015Q3 202337
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.36%0.51%0.66%Q4 2014Q3 202336
Candriam S.C.A. 36360.01%0.12%0.29%Q4 2014Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.01%0.02%0.06%Q2 2013Q1 202236
Private Advisor Group, LLC 3420.00%0.01%0.03%Q1 2014Q3 202336
Patten Group, Inc. 36360.20%0.38%0.55%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.02%0.04%Q4 2014Q3 202336
EVERENCE CAPITAL MANAGEMENT INC 36360.03%0.07%0.11%Q4 2014Q3 202336
IBM Retirement Fund 36360.03%0.06%0.10%Q2 2013Q1 202236
Stonebridge Capital Advisors LLC 20160.02%0.04%0.06%Q3 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.06%0.10%0.15%Q2 2013Q1 202236
Plancorp, LLC 2880.02%0.12%0.41%Q4 2013Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.37%0.76%1.19%Q4 2014Q3 202336
SENTRY INVESTMENT MANAGEMENT LLC 2710.00%0.04%0.10%Q2 2013Q3 202336
Carroll Financial Associates, Inc. 35350.02%0.03%0.05%Q2 2013Q4 202135
FARMERS & MERCHANTS INVESTMENTS INC 35350.00%0.01%0.02%Q1 2015Q3 202335
HAP Trading, LLC 710.00%0.01%0.13%Q4 2013Q3 202335
Verition Fund Management LLC 910.00%0.03%0.11%Q2 2013Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.03%0.08%Q1 2015Q3 202335
Checchi Capital Advisers, LLC 25100.01%0.03%0.05%Q3 2014Q3 202335
FORVIS Wealth Advisors, LLC 35350.01%0.03%0.05%Q1 2015Q3 202335
CIBC Private Wealth Group, LLC 35350.00%0.00%0.01%Q1 2015Q3 202335
Advisory Services Network, LLC 2210.00%0.01%0.01%Q4 2013Q3 202335
World Asset Management Inc 34340.04%0.05%0.07%Q2 2013Q3 202134
AMP Capital Investors Ltd 34340.02%0.05%0.11%Q2 2013Q3 202134
ACADIAN ASSET MANAGEMENT LLC 2770.00%0.01%0.08%Q3 2013Q3 202234
QUADRANT CAPITAL GROUP LLC 34340.01%0.03%0.05%Q2 2015Q3 202334
MALTESE CAPITAL MANAGEMENT LLC 1010.19%0.83%1.69%Q3 2013Q3 202334
OPTIMUM INVESTMENT ADVISORS 2470.00%0.01%0.03%Q3 2013Q4 202334
Homrich & Berg 34340.03%0.09%0.16%Q2 2013Q3 202134
BARINGS LLC 3130.01%0.04%0.09%Q2 2013Q4 202134
SECURITY NATIONAL TRUST CO 34340.00%0.00%0.01%Q2 2013Q3 202134
Tarbox Family Office, Inc. 34340.00%0.01%0.02%Q4 2013Q1 202234
Joel Isaacson & Co., LLC 3030.00%0.07%0.12%Q4 2012Q1 202333
PICTET ASSET MANAGEMENT LTD 33330.01%0.03%0.06%Q2 2013Q2 202133
Versant Capital Management, Inc 33330.01%0.02%0.02%Q4 2015Q4 202333
Gradient Investments LLC 1760.00%0.03%0.37%Q2 2013Q3 202333
TCI Wealth Advisors, Inc. 1710.00%0.00%0.01%Q4 2012Q1 202333
Grantham, Mayo, Van Otterloo & Co. LLC 12100.00%0.02%0.06%Q2 2013Q3 202333
North Star Investment Management Corp. 1760.00%0.00%0.01%Q1 2014Q3 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.02%0.06%0.46%Q2 2013Q3 202333
JAMES INVESTMENT RESEARCH INC 1570.00%0.18%0.60%Q2 2013Q3 202333
MERIDIAN MANAGEMENT CO 33330.08%0.18%0.48%Q3 2015Q3 202333
Anchor Investment Management, LLC 32320.00%0.01%0.02%Q1 2016Q4 202332
VIRGINIA RETIREMENT SYSTEMS ET AL 1240.00%0.04%0.24%Q2 2013Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.02%0.07%0.25%Q4 2015Q3 202332
DALTON GREINER HARTMAN MAHER & CO 32320.08%0.82%2.03%Q2 2013Q1 202132
Jefferies Group LLC 820.00%0.01%0.05%Q2 2013Q4 201932
MUFG Americas Holdings Corp 2410.00%0.00%0.02%Q4 2010Q3 202232
HOME FEDERAL BANK OF TENNESSEE 32320.30%0.43%0.58%Q4 2015Q3 202332
BBVA USA Bancshares, Inc. 32320.01%0.02%0.03%Q2 2013Q1 202132
Sheaff Brock Investment Advisors, LLC 32320.06%0.39%0.96%Q4 2015Q3 202332
CANADA PENSION PLAN INVESTMENT BOARD 32320.01%0.06%0.17%Q1 2013Q4 202032
LS Investment Advisors, LLC 32320.01%0.04%0.06%Q2 2013Q1 202132
GAM Holding AG 1770.01%0.13%0.68%Q2 2013Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.02%0.04%0.05%Q2 2013Q1 202132
CIBC WORLD MARKET INC. 22100.00%0.00%0.01%Q2 2013Q1 202232
WATERS PARKERSON & CO., LLC 32320.01%0.02%0.03%Q4 2015Q3 202332
Southeast Asset Advisors Inc. 32320.14%0.26%0.47%Q4 2015Q3 202332
JACOBS LEVY EQUITY MANAGEMENT, INC 2710.00%0.09%0.22%Q2 2013Q4 202232
Meiji Yasuda Asset Management Co Ltd. 3110.02%0.04%0.08%Q2 2014Q3 202332
Sutton Wealth Advisors Inc. 31310.01%0.09%0.15%Q1 2016Q3 202331
Aperio Group, LLC 31310.05%0.07%0.11%Q2 2013Q4 202031
Gemmer Asset Management LLC 1640.00%0.01%0.02%Q1 2014Q1 202231
IFP Advisors, Inc 17140.00%0.02%0.09%Q4 2015Q3 202331
MASON STREET ADVISORS, LLC 31310.03%0.05%0.07%Q2 2013Q4 202031
Simmons Bank 31310.02%0.03%0.06%Q1 2016Q3 202331
FRONTIER INVESTMENT MGMT CO 29290.02%0.17%0.36%Q2 2013Q2 202031
TOKIO MARINE ASSET MANAGEMENT CO LTD 2210.02%0.09%0.38%Q2 2013Q3 202331
Arcus Capital Partners, LLC 19120.02%0.10%0.16%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.00%0.02%0.06%Q1 2016Q3 202331
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2740.00%0.73%2.31%Q3 2013Q3 202331
Colonial Trust Advisors 2510.02%0.09%0.13%Q2 2013Q3 202331
Savant Capital, LLC 31310.01%0.03%0.06%Q1 2016Q3 202331
Barnett & Company, Inc. 31310.06%0.10%0.14%Q2 2013Q4 202031
ONTARIO TEACHERS PENSION PLAN BOARD 2560.00%0.20%0.49%Q2 2013Q1 202131
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2510.02%0.15%0.43%Q2 2013Q3 202331
NATIXIS 1210.00%0.05%0.25%Q2 2013Q2 202331
GREENWOOD CAPITAL ASSOCIATES LLC 18120.04%0.12%0.31%Q3 2015Q3 202330
QS Investors, LLC 2910.01%0.10%0.40%Q2 2013Q2 202130
ASSETMARK, INC 30300.00%0.00%0.01%Q2 2016Q3 202330
MEEDER ASSET MANAGEMENT INC 30300.02%0.22%0.75%Q3 2015Q4 202230
Diversified Trust Co 30300.02%0.04%0.07%Q3 2016Q4 202330
Dorsey & Whitney Trust CO LLC 30300.02%0.03%0.05%Q2 2016Q3 202330
Mn Services Vermogensbeheer B.V. 20100.05%0.09%0.13%Q1 2016Q3 202330
Bienville Capital Management, LLC 30300.02%0.07%0.20%Q4 2014Q1 202230
NOMURA HOLDINGS INC 1410.00%0.01%0.04%Q4 2012Q2 202330
WESBANCO BANK INC 2910.01%0.01%0.02%Q2 2013Q1 202130
MARSHALL WACE, LLP 1310.00%0.19%0.72%Q1 2014Q3 202330
Pacer Advisors, Inc. 1440.00%0.03%0.09%Q4 2015Q3 202330
DUPONT CAPITAL MANAGEMENT CORP 2720.01%0.04%0.13%Q3 2014Q2 202329
AMERICAN CENTURY COMPANIES INC 1620.00%0.02%0.10%Q2 2013Q3 202329
WINTON GROUP Ltd 2010.01%0.16%0.61%Q2 2014Q1 202329
ClearBridge Investments 29290.00%0.06%0.12%Q2 2013Q2 202029
TUDOR INVESTMENT CORP ET AL 1010.00%0.03%0.14%Q2 2013Q2 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.01%Q4 2013Q4 202029
RATIONAL ADVISORS LLC 910.00%0.07%0.55%Q1 2009Q3 202029
Glassman Wealth Services 29290.00%0.00%0.00%Q3 2016Q3 202329
BRIDGEWAY CAPITAL MANAGEMENT, LLC 2270.01%0.43%0.84%Q2 2013Q2 202229
Westbourne Investment Advisors, Inc. 19100.10%0.48%1.19%Q3 2015Q1 202329
Balentine LLC 17120.00%0.04%0.09%Q1 2015Q3 202329
ADVISOR PARTNERS LLC 2450.04%0.06%0.08%Q4 2014Q2 202229
PIEDMONT INVESTMENT ADVISORS INC 28280.01%0.11%0.40%Q2 2013Q1 202028
MARTINGALE ASSET MANAGEMENT L P 1130.01%0.11%0.28%Q2 2013Q2 202228
Livingston Group Asset Management CO (operating as Southport Capital Management) 2710.05%0.10%0.17%Q1 2014Q2 202128
RWC Asset Management LLP 28280.02%0.34%0.94%Q4 2013Q3 202028
FIRST QUADRANT LLC/CA 2440.00%0.11%0.54%Q2 2013Q4 202128
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.02%0.04%0.07%Q4 2016Q3 202328
ADAGE CAPITAL PARTNERS GP, L.L.C. 710.01%0.09%0.30%Q1 2013Q3 202328
IFM Investors Pty Ltd 28280.04%0.07%0.11%Q4 2016Q3 202328
CIBC WORLD MARKETS CORP 28280.01%0.04%0.18%Q4 2016Q3 202328
GROUP ONE TRADING, L.P. 1410.00%0.00%0.02%Q2 2013Q3 202328
Engineers Gate Manager LP 920.01%0.12%0.40%Q1 2015Q3 202328
AXA S.A. 1110.00%0.02%0.16%Q2 2013Q3 202328
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 28280.09%2.66%14.50%Q2 2013Q1 202028
WEST PACES ADVISORS INC. 28280.00%0.01%0.01%Q4 2016Q3 202328
State of Alaska, Department of Revenue 2710.02%0.07%0.13%Q4 2015Q3 202328
THOMAS WHITE INTERNATIONAL LTD 2710.03%0.15%0.30%Q2 2013Q2 202328
FDx Advisors, Inc. 2510.00%0.03%0.06%Q2 2013Q3 202328
MML INVESTORS SERVICES, LLC 27270.01%0.01%0.02%Q1 2017Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.00%0.01%0.02%Q2 2013Q4 201927
Security National Bank 27270.07%0.12%0.21%Q1 2017Q3 202327
CIGNA INVESTMENTS INC /NEW 27270.03%0.05%0.07%Q4 2016Q2 202327
OAKBROOK INVESTMENTS LLC 27270.07%0.10%0.16%Q2 2013Q4 201927
IBERIABANK CORP 27270.06%0.16%0.28%Q4 2013Q2 202027
Vident Investment Advisory, LLC 1410.01%0.08%0.29%Q4 2014Q2 202327
Baystate Wealth Management LLC 27270.00%0.00%0.00%Q1 2017Q3 202327
HYMAN CHARLES D 2250.02%0.04%0.07%Q2 2013Q2 202227
SMITH SHELLNUT WILSON LLC /ADV 2160.24%0.60%0.80%Q4 2016Q3 202327
Municipal Employees' Retirement System of Michigan 2070.01%0.04%0.06%Q3 2013Q2 202027
Trexquant Investment LP 1110.02%0.21%0.46%Q4 2014Q2 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.03%Q2 2013Q4 201927
Busey Bank 27270.01%0.58%0.96%Q1 2014Q3 202027
NEXT Financial Group, Inc 1460.00%0.02%0.08%Q4 2014Q4 202127
CLEARARC CAPITAL INC 27270.05%0.09%0.22%Q2 2013Q4 201927
CIBC BANK USA 27270.01%0.02%0.02%Q2 2013Q4 201927
Baker Avenue Asset Management, LP 1410.00%0.21%0.67%Q2 2013Q3 202326
Horrell Capital Management, Inc. 26260.00%0.07%0.41%Q2 2013Q3 201926
Nicholas Hoffman & Company, LLC. 16100.01%0.05%0.09%Q1 2017Q3 202326
SHAPIRO CAPITAL MANAGEMENT LLC 26261.15%2.60%3.87%Q2 2017Q3 202326
Fiduciary Group LLC 26260.03%0.06%0.13%Q2 2017Q3 202326
Bridgeworth, LLC 2330.13%0.24%0.48%Q4 2016Q3 202326
AMUNDI ASSET MANAGEMENT US, INC. 1410.02%0.17%0.58%Q4 2012Q1 202126
SUNTRUST BANKS INC 26260.00%0.05%0.28%Q2 2013Q3 201926
MAI Capital Management 14120.01%0.01%0.02%Q3 2016Q3 202326
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.05%Q4 2016Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.01%0.12%0.39%Q2 2013Q3 201926
OLD NATIONAL BANCORP /IN/ 26260.01%0.05%0.12%Q2 2017Q3 202326
MONTAG A & ASSOCIATES INC 2330.03%0.05%0.30%Q2 2015Q3 202326
Achmea Investment Management B.V. 1970.04%0.16%0.33%Q1 2017Q3 202326
Financial Management Professionals, Inc. 1810.00%0.00%0.01%Q2 2014Q4 202226
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 26260.00%0.00%0.00%Q4 2016Q1 202326
Crossmark Global Holdings, Inc. 2510.03%0.06%0.11%Q3 2016Q3 202326
GSA CAPITAL PARTNERS LLP 810.02%0.08%0.23%Q3 2013Q4 202125
CORNERCAP INVESTMENT COUNSEL INC 810.03%0.20%0.60%Q1 2015Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.02%0.03%0.05%Q2 2013Q2 201925
Cito Capital Group, LLC 25250.13%0.52%0.89%Q3 2017Q3 202325
abrdn plc 25250.02%0.08%0.28%Q3 2017Q3 202325
First Personal Financial Services 2140.00%0.01%0.10%Q4 2014Q3 202225
BDO Wealth Advisors, LLC 25250.00%0.00%0.03%Q2 2017Q2 202325
Lee Financial Co 1410.00%0.01%0.04%Q4 2016Q3 202325
AUA CAPITAL MANAGEMENT, LLC 25250.00%0.00%0.00%Q4 2016Q4 202225
GREENLEAF TRUST 25250.00%0.00%0.01%Q3 2017Q3 202325
Gotham Asset Management, LLC 710.00%0.01%0.12%Q3 2013Q3 202325
DAVENPORT & Co LLC 1780.00%0.16%0.63%Q2 2013Q4 202225
SIRIOS CAPITAL MANAGEMENT L P 820.12%1.39%3.88%Q2 2013Q3 202325
NN Investment Partners Holdings N.V. 25250.00%0.03%0.06%Q1 2016Q1 202225
Employees Retirement System of Texas 25250.01%0.07%0.15%Q2 2013Q2 201925
Calamos Advisors LLC 2410.00%0.02%0.04%Q2 2013Q4 201925
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
FIL Ltd 1210.00%0.02%0.06%Q2 2013Q3 202325
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.02%0.04%0.08%Q2 2013Q1 201924
PUTNAM INVESTMENTS LLC 24240.05%0.26%0.48%Q2 2013Q1 201924
PARADIGM ASSET MANAGEMENT CO LLC 1680.08%0.53%1.19%Q4 2013Q3 202024
FIRST MIDWEST BANK TRUST DIVISION 2310.02%0.11%0.41%Q2 2013Q4 202124
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.02%0.04%0.10%Q4 2017Q3 202324
KEYBANK NATIONAL ASSOCIATION/OH 2040.00%0.01%0.04%Q4 2012Q3 202324
OPUS INVESTMENT MANAGEMENT INC 24240.11%0.55%1.47%Q3 2017Q2 202324
STONERIDGE INVESTMENT PARTNERS LLC 2040.14%0.58%1.41%Q1 2015Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.03%Q4 2017Q3 202324
Wealth Alliance Advisory Group, LLC 24240.08%0.16%0.34%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.02%0.14%0.38%Q4 2017Q3 202324
Crewe Advisors LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
Manning & Napier Group, LLC 24240.01%0.06%0.12%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.02%0.03%0.05%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
CADENCE CAPITAL MANAGEMENT LLC 2220.02%0.13%0.46%Q1 2013Q3 202024
MENDON CAPITAL ADVISORS CORP 1540.13%0.53%1.23%Q1 2013Q1 201924
Tredje AP-fonden 1680.02%0.04%0.11%Q1 2016Q3 202324
NewEdge Advisors, LLC 2210.00%0.02%0.06%Q2 2017Q3 202324
Cadence Bank 24240.06%0.13%0.27%Q4 2017Q3 202324
Assenagon Asset Management S.A. 1210.01%0.05%0.18%Q1 2017Q3 202324
Cipher Capital LP 710.02%0.28%0.80%Q4 2013Q4 202224
Camarda Financial Advisors, LLC 2310.00%0.01%0.02%Q2 2013Q2 201924
CapWealth Advisors, LLC 830.00%0.06%0.18%Q2 2013Q3 202324
MetLife Investment Management, LLC 24240.03%0.04%0.07%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.01%0.03%Q4 2017Q3 202324
TCTC Holdings, LLC 24240.01%0.01%0.01%Q2 2013Q1 201924
State of New Jersey Common Pension Fund D 1910.02%0.06%0.16%Q2 2014Q3 202324
Convergence Investment Partners, LLC 1810.07%0.45%0.92%Q2 2013Q1 202324
Arlington Partners LLC 24240.01%0.09%0.47%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.05%0.12%0.18%Q2 2013Q1 201924
HL FINANCIAL SERVICES LLC 24240.00%0.01%0.07%Q2 2013Q1 201924
Sowell Financial Services LLC 1630.02%0.05%0.14%Q4 2016Q3 202323
JNBA Financial Advisors 1210.00%0.04%0.91%Q3 2014Q3 202323
Mirae Asset Global Investments Co., Ltd. 23230.00%0.01%0.01%Q1 2018Q3 202323
Interval Partners, LP 1110.06%0.49%1.06%Q2 2014Q3 202223
Quantbot Technologies LP 510.00%0.19%0.77%Q3 2013Q2 202323
Penserra Capital Management LLC 1920.00%0.03%0.48%Q1 2017Q3 202323
AdvisorNet Financial, Inc 23230.01%0.02%0.05%Q1 2018Q3 202323
NumerixS Investment Technologies Inc 23230.10%0.22%0.39%Q4 2014Q2 202023
MARSHWINDS ADVISORY CO 23230.10%0.16%0.20%Q2 2013Q4 201823
RFG Advisory, LLC 23230.04%0.12%0.21%Q1 2018Q3 202323
FIRST MERCANTILE TRUST CO 1490.01%0.04%0.06%Q2 2014Q3 202123
FCA CORP /TX 1940.07%0.10%0.14%Q4 2014Q3 202023
First Bank & Trust 23230.03%0.28%0.72%Q4 2016Q2 202223
Meiji Yasuda Life Insurance Co 810.01%0.04%0.08%Q2 2013Q1 202123
CRAWFORD INVESTMENT COUNSEL INC 23230.00%0.01%0.01%Q1 2018Q3 202323
SEIZERT CAPITAL PARTNERS, LLC 23230.79%1.71%2.12%Q2 2013Q4 201823
Global Retirement Partners, LLC 1060.00%0.00%0.01%Q4 2016Q3 202323
Treasurer of the State of North Carolina 23230.03%0.05%0.11%Q1 2018Q3 202323
MASSMUTUAL TRUST CO FSB/ADV 1810.00%0.00%0.00%Q4 2015Q4 202323
WealthTrust-Arizona, LLC 23230.00%0.01%0.03%Q2 2013Q4 201823
JAG CAPITAL MANAGEMENT, LLC 23230.11%0.63%2.49%Q3 2017Q1 202323
Cornerstone Advisors, Inc. 23230.00%0.03%0.06%Q4 2013Q2 201923
Kessler Investment Group, LLC 920.05%1.71%4.32%Q4 2013Q3 202323
STEVENS CAPITAL MANAGEMENT LP 610.03%0.19%0.46%Q3 2013Q1 202222
Ancora Advisors LLC 1750.00%0.03%0.06%Q2 2016Q2 202222
Allworth Financial LP 1930.00%0.00%0.00%Q1 2018Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.02%0.04%0.07%Q2 2013Q3 201822
EQUITABLE TRUST CO 22220.06%0.12%0.18%Q2 2018Q3 202322
WOODMONT INVESTMENT COUNSEL LLC 1910.03%0.04%0.07%Q2 2013Q4 202122
Brown Advisory Securities, LLC 12100.04%0.08%0.12%Q2 2013Q1 201922
Rockefeller Capital Management L.P. 22220.00%0.01%0.03%Q2 2018Q3 202322
GABLES CAPITAL MANAGEMENT INC. 22220.01%0.02%0.03%Q2 2018Q3 202322
COLDSTREAM CAPITAL MANAGEMENT INC 1530.02%0.06%0.12%Q4 2013Q3 202322
Dai-ichi Life Insurance Company, Ltd 1710.01%0.07%0.50%Q4 2016Q3 202222
MV CAPITAL MANAGEMENT, INC. 11110.00%0.00%0.01%Q4 2017Q3 202322
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.00%0.00%Q4 2016Q3 202322
SCHULHOFF & CO INC 22220.08%0.13%0.17%Q2 2013Q3 201822
Walleye Capital LLC 710.00%0.05%0.22%Q1 2019Q3 202322
People's United Financial, Inc. 22220.00%0.02%0.05%Q2 2016Q3 202122
PRELUDE CAPITAL MANAGEMENT, LLC 410.00%0.02%0.12%Q3 2013Q1 202322
Man Group plc 1390.00%0.04%0.27%Q1 2018Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
TRUSTCORE FINANCIAL SERVICES, LLC 21210.03%0.06%0.13%Q4 2017Q4 202221
Versor Investments LP 1010.02%0.16%0.95%Q4 2016Q3 202321
Bridgewater Associates 910.00%0.02%0.06%Q3 2013Q4 202221
TRUST CO OF VERMONT 1110.00%0.00%0.01%Q4 2017Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.04%0.15%Q3 2018Q3 202321
HOWE & RUSLING INC 1320.00%0.01%0.02%Q2 2013Q3 202221
Plante Moran Financial Advisors, LLC 1010.00%0.00%0.01%Q4 2015Q3 202321
Texas Yale Capital Corp. 21210.05%0.08%0.12%Q2 2013Q2 201821
Jacobi Capital Management LLC 1920.00%0.00%0.00%Q2 2016Q3 202121
FLAGSHIP HARBOR ADVISORS, LLC 1920.02%0.04%0.09%Q4 2016Q4 202221
Claraphi Advisory Network, LLC 21210.09%0.18%0.34%Q4 2017Q4 202221
Quantitative Investment Management, LLC 510.01%0.13%0.37%Q2 2013Q3 202321
Siena Capital Partners GP, LLC 18180.00%4.01%8.53%Q4 2016Q1 202121
PROFFITT & GOODSON INC 21210.00%0.01%0.03%Q3 2018Q3 202321
Symmetry Partners, LLC 1410.03%0.09%0.14%Q1 2017Q4 202321
AE Wealth Management LLC 21210.01%0.02%0.05%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.07%0.12%0.19%Q2 2013Q2 201821
American National Registered Investment Advisor, Inc. 21210.05%0.08%0.13%Q2 2013Q2 201821
ARKANSAS FINANCIAL GROUP, INC. 21210.14%0.18%0.25%Q4 2013Q4 201821
A.R.T. Advisors, LLC 1010.05%0.20%0.54%Q2 2013Q2 202021
Ledyard National Bank 21210.00%0.01%0.01%Q4 2013Q4 201821
CAPITAL ONE, NATIONAL ASSOCIATION 21210.02%0.06%0.46%Q2 2013Q2 201821
Csenge Advisory Group 21210.03%0.08%0.31%Q3 2018Q3 202321
Paradigm Financial Advisors, LLC 1430.06%0.09%0.16%Q4 2013Q3 201921
Peachtree Investment Advisors, Inc. 21210.55%1.05%1.71%Q4 2013Q4 201821
Valeo Financial Advisors, LLC 1510.00%0.02%0.03%Q3 2017Q3 202321
Jupiter Investment Management Ltd 1710.00%0.37%1.52%Q2 2013Q1 202021
BAILARD, INC. 1210.01%0.04%0.16%Q2 2015Q1 202321
Hilltop Holdings Inc. 1650.02%0.04%0.05%Q2 2015Q3 202321
Huber Capital Management LLC 1020.01%0.62%1.12%Q1 2017Q3 202320
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1110.00%0.07%0.30%Q4 2014Q3 202320
Grove Bank & Trust 1140.01%0.06%0.11%Q4 2016Q3 202320
Zions Bancorporation, N.A. 20200.01%0.08%0.16%Q4 2018Q3 202320
Corient Capital Partners, LLC 1640.03%0.07%0.27%Q3 2016Q3 202220
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1310.00%0.10%0.20%Q2 2017Q3 202320
Pinnacle Bancorp, Inc. 20200.00%0.00%0.01%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.05%0.09%0.13%Q4 2017Q3 202220
Estabrook Capital Management 20200.00%0.01%0.01%Q2 2013Q1 201820
Vectors Research Management, LLC 1910.10%0.15%0.28%Q3 2018Q3 202320
DREMAN VALUE MANAGEMENT, L L C 20200.00%0.08%0.31%Q2 2013Q1 201820
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.02%0.04%0.08%Q1 2013Q4 201720
Wealthfront Advisers LLC 20200.01%0.02%0.02%Q4 2018Q3 202320
BROOKS, MOORE & ASSOCIATES, INC. 20200.17%0.22%0.26%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.02%0.03%0.14%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
LOOMIS SAYLES & CO L P 1220.00%0.00%0.00%Q3 2015Q2 202320
Kinneret Advisory, LLC 20200.05%0.10%0.31%Q4 2018Q3 202320
RELIANCE TRUST CO OF DELAWARE 20200.02%0.04%0.08%Q2 2013Q1 201820
Focused Wealth Management, Inc 1710.00%0.02%0.04%Q1 2017Q4 202220
BANK OF HAWAII 1710.01%0.03%0.14%Q2 2013Q2 202320
WHITTIER TRUST CO OF NEVADA INC 20200.00%0.00%0.00%Q4 2018Q3 202320
Point72 Hong Kong Ltd 410.00%0.05%0.18%Q1 2015Q3 202220
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.06%0.08%0.09%Q2 2013Q1 201820
FinTrust Capital Advisors, LLC 20200.01%0.18%0.53%Q4 2018Q3 202320
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 19190.09%0.48%1.00%Q2 2013Q4 201719
Smithfield Trust Co 1420.00%0.01%0.02%Q1 2017Q3 202319
ROOSEVELT INVESTMENT GROUP LLC 1360.01%0.02%0.03%Q2 2013Q4 202119
SCHNEIDER CAPITAL MANAGEMENT CORP 19190.15%2.60%5.26%Q2 2013Q4 201719
Renaissance Technologies 710.00%0.05%0.18%Q2 2013Q4 201919
CREDIT AGRICOLE S A 1810.00%0.04%0.10%Q2 2013Q3 202319
MENTA CAPITAL LLC 1510.04%0.18%0.36%Q3 2013Q1 201919
Laurion Capital Management LP 830.00%0.05%0.40%Q1 2016Q4 201819
Manchester Capital Management LLC 1110.00%0.00%0.01%Q2 2013Q1 202319
SRB CORP 1720.02%0.03%0.06%Q3 2014Q4 202019
ETRADE Capital Management LLC 1450.00%0.02%0.03%Q2 2013Q3 202019
WEALTHFRONT Corp 19190.00%0.01%0.03%Q1 2014Q3 201819
Dynamic Technology Lab Private Ltd 410.04%0.14%0.34%Q1 2015Q3 202219
Lombard Odier Asset Management (Europe) Ltd 1810.01%0.03%0.17%Q4 2014Q3 202019
Capital Wealth Planning, LLC 1540.00%0.15%0.64%Q3 2017Q2 202219
Corbenic Partners LLC 1310.00%0.00%0.01%Q3 2014Q2 202219
LMR Partners LLP 510.00%0.08%0.34%Q2 2015Q1 202319
Point72 Asset Management, L.P. 510.00%0.05%0.19%Q3 2014Q3 202319
Archford Capital Strategies, LLC 1120.00%0.06%0.38%Q4 2014Q4 202219
Capital Analysts, LLC 19190.00%0.04%0.09%Q1 2019Q3 202319
Argent Trust Co 19190.07%0.12%0.20%Q1 2019Q3 202319
Aptus Capital Advisors, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Wealthspire Advisors, L.P. 1810.01%0.02%0.03%Q4 2015Q3 202019
Cornerstone Wealth Management, LLC 1720.02%0.05%0.20%Q1 2017Q4 202119
JT Stratford LLC 19190.04%0.34%0.88%Q1 2019Q3 202319
IFG Advisory, LLC 1540.04%0.06%0.08%Q4 2017Q3 202319
Investors Research Corp 19190.04%0.05%0.06%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.00%0.01%Q4 2017Q2 202219
Financial Gravity Asset Management, Inc. 1230.00%0.01%0.06%Q1 2018Q3 202319
Western Wealth Management, LLC 1180.03%0.05%0.06%Q4 2018Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 1210.00%0.23%0.62%Q4 2015Q3 202319
VALLEY NATIONAL ADVISERS INC 820.00%0.00%0.00%Q1 2015Q3 202319
DEAN INVESTMENT ASSOCIATES, LLC 1450.10%0.22%0.35%Q4 2018Q3 202319
COMMERZBANK AKTIENGESELLSCHAFT /FI 1630.00%0.02%0.06%Q2 2013Q1 201819
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.04%Q1 2019Q3 202319
OLD SECOND NATIONAL BANK OF AURORA 1110.00%0.00%0.00%Q1 2017Q3 202319
1832 Asset Management L.P. 810.00%0.01%0.02%Q4 2013Q3 202319
Country Club Trust Company, n.a. 18180.05%0.48%1.02%Q3 2017Q4 202118
Horizon Investments, LLC 1110.01%0.03%0.20%Q4 2018Q3 202318
KG&L Capital Management,LLC 920.01%0.22%0.71%Q4 2018Q3 202318
KINGS POINT CAPITAL MANAGEMENT 1230.00%0.03%0.21%Q2 2013Q1 202218
Quantitative Systematic Strategies LLC 420.04%0.29%0.56%Q4 2013Q2 202018
RPG Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2017Q3 202118
CADENCE BANK NA 1530.07%0.09%0.12%Q2 2013Q2 202218
BP PLC 1620.02%0.06%0.10%Q4 2016Q2 202118
SYSTEMATIC FINANCIAL MANAGEMENT LP 1130.00%0.58%2.08%Q2 2013Q3 201918
Verdence Capital Advisors LLC 18180.03%0.14%0.22%Q4 2017Q1 202218
IFC Holdings Incorporated/FL 18180.01%0.03%0.06%Q3 2013Q4 201718
UBS AG 660.00%0.00%0.02%Q2 2013Q3 201418
Aspire Private Capital, LLC 18180.00%0.04%0.10%Q2 2019Q3 202318
FULTON BANK, N.A. 1170.02%0.04%0.07%Q2 2017Q4 202118
Schonfeld Strategic Advisors LLC 610.01%0.11%0.42%Q1 2016Q4 202218
Nationwide Fund Advisors 18180.01%0.04%0.11%Q2 2013Q3 201718
Sonora Investment Management, LLC 1170.00%0.00%0.01%Q4 2016Q3 202118
ALLSTATE CORP 1120.02%0.05%0.13%Q3 2014Q4 202218
Westside Investment Management, Inc. 710.00%0.00%0.01%Q4 2017Q3 202318
First Western Capital Management Co 18180.41%2.24%3.76%Q2 2016Q3 202018
Commonwealth Equity Services, Inc 18180.02%0.03%0.07%Q2 2013Q3 201718
SUN LIFE FINANCIAL INC 18180.00%0.03%0.24%Q4 2016Q1 202118
JOHNSON INVESTMENT COUNSEL INC 1010.00%0.01%0.04%Q3 2013Q1 202318
FIELDPOINT PRIVATE ADVISORS, INC 18180.00%2.46%4.91%Q3 2013Q4 201718
BANCORPSOUTH INC 18180.06%0.08%0.10%Q2 2013Q3 201718
AMF Tjanstepension AB 1530.01%0.11%0.39%Q4 2016Q3 202318
Baird Financial Group, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
TRUST CO OF VIRGINIA /VA 17170.02%0.02%0.03%Q1 2018Q1 202217
SEEYOND 17170.04%0.08%0.16%Q4 2018Q4 202217
Reliant Investment Management, LLC 1110.08%0.25%2.43%Q2 2014Q3 202317
FOSTER & MOTLEY INC 980.02%0.14%0.40%Q2 2018Q3 202317
Copper Rock Capital Partners, LLC 1250.01%0.29%0.92%Q2 2013Q1 201917
Virtu Financial LLC 710.01%0.04%0.12%Q4 2013Q4 202217
WFG Advisors, LP 17170.01%0.04%0.10%Q2 2013Q2 201717
EJF Capital LLC 710.24%1.40%4.39%Q4 2013Q4 202017
CI INVESTMENTS INC. 17170.00%0.00%0.00%Q3 2019Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.05%0.16%Q2 2013Q2 201717
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
IndexIQ Advisors LLC 17170.00%0.08%0.20%Q1 2018Q1 202217
RONALD BLUE & CO LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
Freedom Investment Management, Inc. 1130.01%0.03%0.07%Q1 2017Q2 202317
Cordasco Financial Network 1160.01%0.02%0.03%Q1 2018Q2 202217
Ellevest, Inc. 17170.00%0.02%0.04%Q3 2019Q3 202317
Pensionmark Financial Group, LLC 1220.04%0.06%0.09%Q4 2018Q3 202317
Stanley-Laman Group, Ltd. 810.02%0.23%0.70%Q2 2014Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.02%0.04%0.06%Q2 2013Q2 201717
TWIN CAPITAL MANAGEMENT INC 1120.06%0.11%0.14%Q3 2016Q3 202317
BRANDES INVESTMENT PARTNERS, LP 17170.04%0.08%0.12%Q4 2012Q4 201617
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.00%0.03%0.22%Q2 2013Q3 202317
ArrowMark Colorado Holdings LLC 17170.00%0.02%0.04%Q4 2016Q4 202017
Bedel Financial Consulting, Inc. 17170.01%0.02%0.06%Q1 2018Q1 202217
Simplicity Solutions, LLC 910.01%0.03%0.08%Q4 2015Q3 202317
VERTEX ONE ASSET MANAGEMENT INC. 17170.04%0.75%1.39%Q2 2013Q2 201717
CULLEN/FROST BANKERS, INC. 17170.00%0.00%0.00%Q1 2019Q1 202317
ALBION FINANCIAL GROUP /UT 1010.00%0.03%0.09%Q3 2014Q3 202217
Wealthcare Advisory Partners LLC 1110.00%0.02%0.06%Q3 2017Q3 202317
NuWave Investment Management, LLC 910.00%0.23%0.86%Q1 2014Q4 202117
MACKAY SHIELDS LLC 17170.01%0.02%0.03%Q1 2018Q1 202217
Wambolt & Associates, LLC 17170.62%1.01%1.77%Q3 2019Q3 202317
OSSIAM 830.00%0.03%0.21%Q4 2018Q3 202317
HNP Capital LLC 1250.11%0.16%0.23%Q4 2018Q1 202317
HENNESSY ADVISORS INC 17170.01%0.11%0.19%Q2 2013Q2 201717
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
GLG LLC 16160.04%0.07%0.14%Q1 2014Q4 201716
HIGHBRIDGE CAPITAL MANAGEMENT LLC 1210.00%0.23%0.86%Q3 2013Q4 201716
SIMPLEX TRADING, LLC 510.00%0.00%0.01%Q3 2015Q3 202216
GREATMARK INVESTMENT PARTNERS, INC. 1240.03%0.05%0.05%Q2 2019Q3 202316
HBK INVESTMENTS L P 1010.00%0.11%0.30%Q2 2013Q3 202016
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.04%0.12%Q1 2015Q2 202316
Elizabeth Park Capital Advisors, Ltd. 810.44%3.39%6.67%Q2 2014Q2 202116
Veracity Capital LLC 16160.06%0.11%0.15%Q4 2019Q3 202316
Teza Capital Management LLC 510.02%0.31%0.66%Q1 2018Q2 202316
JANUS HENDERSON INVESTORS US LLC 16160.00%0.02%0.12%Q2 2013Q1 201716
Cetera Investment Advisers 1240.01%0.02%0.04%Q1 2018Q3 202316
PATHSTONE FAMILY OFFICE, LLC 610.00%0.18%0.63%Q2 2013Q3 202316
PICTON MAHONEY ASSET MANAGEMENT 910.00%0.68%1.68%Q2 2013Q3 202216
Capital Bank & Trust Co 16160.00%0.00%0.00%Q2 2017Q1 202116
Mariner, LLC 1150.00%0.01%0.02%Q2 2018Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.00%0.00%Q3 2018Q2 202216
Element Wealth, LLC 16160.15%0.42%1.02%Q4 2019Q3 202316
PGGM Investments 710.00%0.04%0.06%Q2 2013Q2 202316
FineMark National Bank & Trust 16160.01%0.03%0.05%Q2 2013Q1 201716
COZAD ASSET MANAGEMENT INC 1150.02%0.20%0.54%Q2 2019Q3 202316
FOURPOINTS Investment Managers, S.A.S. 16161.63%2.46%3.09%Q2 2013Q1 201716
Sunburst Financial Group, LLC 16160.16%0.26%0.45%Q4 2019Q3 202316
SHELTON CAPITAL MANAGEMENT 16160.03%0.07%0.13%Q3 2013Q2 201716
Lombard Odier Asset Management (Switzerland) SA 810.01%0.04%0.12%Q3 2014Q3 202016
OppenheimerFunds, Inc. 1420.00%0.01%0.10%Q4 2014Q1 201916
Lumbard & Kellner, LLC 16161.74%1.95%2.14%Q2 2014Q1 201816
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.07%0.12%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
IFG Advisors, LLC 1150.06%0.10%0.15%Q3 2019Q3 202316
Red Door Wealth Management, LLC 16160.15%0.32%0.57%Q4 2019Q3 202316
WORLDQUANT MILLENNIUM ADVISORS LLC 1330.02%0.23%0.36%Q2 2018Q1 202316
Clearstead Advisors, LLC 1420.01%0.02%0.03%Q1 2017Q3 202316
DELTA LLOYD NV 16160.01%0.03%0.06%Q2 2013Q1 201716
Ensign Peak Advisors, Inc 16160.00%0.01%0.03%Q4 2019Q3 202316
D. SCOTT NEAL, INC. 16160.11%0.19%0.32%Q4 2019Q3 202316
Rampart Investment Management Company, LLC 16160.01%0.09%0.38%Q3 2016Q2 202016
LCNB CORP 16160.07%0.12%0.16%Q3 2019Q2 202316
BAHL & GAYNOR INC 1150.00%0.11%0.65%Q2 2015Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
Fieldpoint Private Securities, LLC 730.00%0.15%0.48%Q3 2017Q2 202216
Banque Cantonale Vaudoise 16160.01%0.03%0.05%Q4 2019Q3 202316
Vestcor Inc 16160.01%0.02%0.04%Q4 2019Q3 202316
Cetera Advisors LLC 1330.01%0.01%0.02%Q2 2019Q3 202316
Capital Square, LLC 16160.29%0.38%0.48%Q4 2019Q3 202316
Fisher Asset Management, LLC 1330.00%0.02%0.02%Q2 2014Q3 202316
ARGENT CAPITAL MANAGEMENT LLC 15150.01%0.47%0.72%Q3 2019Q1 202315
AMG National Trust Bank 15150.03%0.04%0.05%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
PRIVATE TRUST CO NA 720.01%0.02%0.05%Q1 2013Q3 202315
CARLSON CAPITAL L P 1110.27%0.62%1.03%Q3 2013Q1 201915
MAGNOLIA CAPITAL ADVISORS LLC 1050.17%0.33%0.53%Q4 2019Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.03%Q2 2013Q4 201615
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 810.00%0.00%0.00%Q2 2016Q3 202315
BlackRock Japan Co. Ltd 15150.05%0.07%0.09%Q2 2013Q4 201615
SRS Capital Advisors, Inc. 720.00%0.01%0.02%Q3 2018Q3 202215
BLACKROCK ADVISORS LLC 15150.05%0.11%0.17%Q2 2013Q4 201615
FIRST INTERSTATE BANK 15150.00%0.01%0.02%Q3 2015Q1 201915
BCS Wealth Management 1320.10%0.15%0.22%Q4 2019Q3 202315
JONES FINANCIAL COMPANIES LLLP 1210.00%0.00%0.00%Q2 2013Q3 202315
PARK AVENUE SECURITIES LLC 1110.01%0.01%0.07%Q1 2017Q3 202315
Cresset Asset Management, LLC 1120.00%0.01%0.01%Q4 2018Q3 202315
CLEAR STREET MARKETS LLC 910.00%0.06%0.20%Q4 2014Q2 202315
OFI Advisors LLC 1140.03%0.05%0.06%Q3 2011Q3 201515
Frontier Wealth Management LLC 1140.01%0.04%0.08%Q1 2017Q2 202215
HRT FINANCIAL LP 210.01%0.24%0.66%Q4 2014Q3 202315
BlackRock Group LTD 15150.06%0.08%0.10%Q2 2013Q4 201615
CAMBIAR INVESTORS LLC 15150.00%1.20%1.60%Q1 2013Q3 201615
Alberta Investment Management Corp 520.00%0.08%0.40%Q3 2013Q3 202315
TOCQUEVILLE ASSET MANAGEMENT L.P. 1050.00%0.01%0.01%Q2 2013Q1 202015
THORNBURG INVESTMENT MANAGEMENT INC 15151.17%2.85%4.18%Q1 2020Q3 202315
SHAYNE & JACOBS, LLC 15150.08%0.14%0.18%Q1 2020Q3 202315
THOMPSON DAVIS & CO., INC. 1320.00%0.20%0.59%Q3 2014Q2 201815
TCW GROUP INC 15150.01%0.02%0.03%Q2 2013Q4 201615
CAXTON ASSOCIATES LP 710.01%0.28%1.26%Q2 2013Q3 202315
Silver Lake Advisory, LLC 15150.84%1.76%2.51%Q1 2020Q3 202315
Handelsbanken Fonder AB 1410.02%0.03%0.04%Q4 2015Q3 202315
Old North State Trust, LLC 630.01%0.01%0.03%Q3 2018Q1 202315
ENDEAVOUR CAPITAL ADVISORS INC 15150.29%2.19%2.97%Q2 2013Q4 201615
Calvert Investment Management, Inc. 15150.01%0.03%0.05%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.05%0.06%0.07%Q2 2013Q4 201615
abrdn Investment Management Ltd 870.00%0.20%0.57%Q2 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Truvestments Capital LLC 810.00%0.01%0.02%Q3 2018Q3 202315
HHM Wealth Advisors, LLC 15150.02%0.05%0.16%Q1 2020Q3 202315
FORSTA AP-FONDEN 15150.04%0.07%0.12%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.04%0.05%0.07%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.06%0.09%0.15%Q2 2013Q4 201615
SEVEN EIGHT CAPITAL, LP 910.00%0.10%0.24%Q4 2014Q4 202215
Eudaimonia Partners, LLC 870.01%0.19%0.58%Q4 2019Q3 202315
Virtu KCG Holdings LLC 1320.01%0.06%0.30%Q3 2013Q2 201715
Harel Insurance Investments & Financial Services Ltd. 740.00%0.02%0.07%Q4 2015Q4 202115
Xact Kapitalforvaltning AB 15150.04%0.08%0.11%Q3 2016Q1 202015
Archer Investment Corp 15150.19%0.27%0.32%Q1 2020Q3 202315
ALPINE WOODS CAPITAL INVESTORS, LLC 15150.01%0.62%1.01%Q2 2014Q4 201715
GLOBEFLEX CAPITAL L P 720.01%0.39%1.11%Q2 2013Q1 202314
SMITH ASSET MANAGEMENT GROUP LP 1130.00%0.00%0.00%Q2 2016Q2 202114
THOROUGHBRED FINANCIAL SERVICES, LLC 14140.04%0.20%0.34%Q2 2020Q3 202314
Gideon Capital Advisors, Inc. 410.10%0.50%2.42%Q4 2013Q4 201914
BI Asset Management Fondsmaeglerselskab A/S 14140.01%0.28%0.71%Q2 2020Q3 202314
IEQ CAPITAL, LLC 1110.01%0.01%0.02%Q4 2019Q3 202314
Ethic Inc. 14140.10%0.18%0.27%Q2 2020Q3 202314
Stonehage Fleming Financial Services Holdings Ltd 14140.02%0.04%0.06%Q1 2016Q2 201914
CAROLINAS WEALTH CONSULTING LLC 14140.01%0.01%0.02%Q2 2020Q3 202314
Zurich Insurance Group Ltd/FI 14140.02%0.11%0.28%Q3 2016Q4 201914
Resonant Capital Advisors, LLC 14140.04%0.06%0.07%Q2 2020Q3 202314
TSFG, LLC 14140.00%0.00%0.00%Q1 2019Q2 202214
AGF Investments LLC 910.00%0.04%0.15%Q4 2016Q3 202114
Ballentine Partners, LLC 610.01%0.01%0.02%Q1 2017Q1 202314
PRICE MICHAEL F 14140.56%0.85%1.15%Q3 2016Q4 201914
Quadrant Private Wealth Management, LLC 1040.14%0.24%0.34%Q1 2020Q3 202314
HARBOR INVESTMENT ADVISORY, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Numeric Investors LLC 920.00%0.06%0.17%Q2 2013Q4 201714
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.02%0.16%0.65%Q2 2013Q3 201614
DIVIDEND ASSETS CAPITAL, LLC 1220.01%0.01%0.02%Q4 2016Q3 202314
I.G. INVESTMENT MANAGEMENT, LTD. 14140.01%0.05%0.16%Q2 2013Q3 201614
ATLAS CAPITAL ADVISORS LLC 1130.00%0.02%0.09%Q2 2018Q3 202314
GENESEE VALLEY TRUST CO 14140.07%0.38%0.87%Q2 2013Q3 201614
Fortis Advisors, LLC 14140.06%0.18%0.28%Q4 2016Q1 202014
Magnetar Financial LLC 710.00%0.01%0.03%Q1 2015Q2 202314
LEVEL FOUR ADVISORY SERVICES, LLC 1130.01%0.04%0.13%Q3 2019Q2 202314
Teton Advisors, Inc. 14140.16%0.31%0.46%Q2 2013Q3 201614
Cable Hill Partners, LLC 1110.00%0.01%0.04%Q3 2016Q3 202314
Mosaic Family Wealth, LLC 14140.01%0.01%0.03%Q4 2015Q1 201914
Weiss Multi-Strategy Advisers LLC 1110.02%0.59%1.99%Q2 2013Q2 202314
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 620.06%0.19%0.53%Q1 2018Q1 202314
RMB Capital Management, LLC 810.00%0.11%0.59%Q2 2018Q4 202214
Quadrature Capital Ltd 410.01%0.17%0.92%Q1 2016Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.02%0.03%Q2 2017Q3 202014
Zions Bancorporation 1310.00%0.01%0.03%Q1 2015Q3 201814
ROPES WEALTH ADVISORS LLC 1210.00%0.00%0.01%Q2 2016Q4 202014
XPONANCE, INC. 14140.01%0.10%0.24%Q2 2020Q3 202314
GREAT LAKES ADVISORS, LLC 1310.00%0.01%0.04%Q3 2018Q3 202314
Covington Capital Management 14140.00%0.00%0.00%Q2 2019Q3 202214
Dai-ichi Life Holdings, Inc. 14140.01%0.01%0.07%Q2 2013Q3 201614
WASHINGTON TRUST Co 910.00%0.00%0.02%Q2 2018Q3 202314
GRIMES & COMPANY, INC. 950.01%0.54%1.07%Q3 2019Q3 202314
CAPITAL GUARDIAN TRUST CO 14140.00%0.00%0.00%Q4 2013Q1 201714
Alaska Permanent Fund Corp 1220.01%0.04%0.07%Q1 2020Q3 202314
Capital Investment Advisors, LLC 710.01%0.01%0.02%Q3 2014Q4 202314
MARCO INVESTMENT MANAGEMENT LLC 14140.02%0.03%0.04%Q1 2020Q2 202314
USS Investment Management Ltd 14140.01%0.04%0.07%Q2 2020Q3 202314
BlueCrest Capital Management Ltd 810.01%0.08%0.40%Q3 2014Q4 201914
Inspire Investing, LLC 13130.04%0.08%0.20%Q3 2020Q3 202313
Empirical Finance, LLC 1210.01%0.04%0.06%Q4 2016Q3 202313
STEEL GROVE CAPITAL ADVISORS, LLC 720.02%0.14%0.38%Q2 2015Q4 202113
Paragon Capital Management Ltd 510.03%0.09%0.18%Q2 2016Q3 202313
&PARTNERS 940.09%0.16%0.30%Q3 2019Q3 202313
CHICAGO EQUITY PARTNERS LLC 1110.04%0.44%0.64%Q2 2013Q1 202013
BURNEY CO/ 940.01%0.03%0.10%Q1 2020Q3 202313
TOBAM 13130.00%0.01%0.02%Q3 2020Q3 202313
SUFFOLK CAPITAL MANAGEMENT LLC 13130.02%0.30%0.88%Q4 2015Q4 201813
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
OPPENHEIMER ASSET MANAGEMENT INC. 810.00%0.02%0.04%Q1 2017Q3 202313
USA FINANCIAL FORMULAS 730.00%0.18%0.92%Q1 2017Q3 202313
Caprock Group, LLC 920.02%0.03%0.06%Q4 2018Q3 202313
ALPS ADVISORS INC 820.00%0.00%0.01%Q1 2018Q3 202313
HM PAYSON & CO 13130.00%0.00%0.00%Q3 2020Q3 202313
AJO, LP 610.00%0.18%1.09%Q2 2013Q4 202013
Timber Hill LLC 910.00%0.01%0.10%Q2 2013Q4 201713
Capital World Investors 13130.01%0.06%0.11%Q1 2020Q1 202313
Allred Capital Management, LLC 910.02%0.25%0.38%Q2 2019Q3 202313
SignalPoint Asset Management, LLC 13130.03%0.04%0.06%Q4 2013Q4 201613
FOX RUN MANAGEMENT, L.L.C. 410.06%0.24%0.83%Q4 2015Q3 202213
WASHINGTON CAPITAL MANAGEMENT, INC 13130.46%0.52%0.70%Q2 2016Q2 201913
Hexagon Capital Partners LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Clarius Group, LLC 1210.02%0.03%0.03%Q1 2020Q3 202313
KANALY TRUST CO 13130.01%0.02%0.04%Q4 2013Q4 201613
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Marshall Wace North America L.P. 310.00%0.13%0.78%Q2 2013Q3 202113
Atria Investments, Inc 1120.01%0.02%0.04%Q3 2017Q4 202113
Sigma Planning Corp 1210.01%0.04%0.05%Q4 2014Q2 202013
Berman Capital Advisors, LLC 1210.06%0.09%0.12%Q2 2018Q3 202113
FRED ALGER MANAGEMENT, LLC 1030.00%0.05%0.45%Q1 2014Q1 201913
TAYLOR ASSET MANAGEMENT INC 760.58%4.10%6.77%Q2 2013Q4 201613
Kestra Advisory Services, LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
SAMLYN CAPITAL, LLC 710.34%1.48%3.24%Q2 2013Q2 201813
COWEN AND COMPANY, LLC 990.00%0.02%0.06%Q1 2020Q1 202213
Vestmark Advisory Solutions, Inc. 530.01%0.03%0.06%Q1 2019Q3 202313
Cerity Partners LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Connor, Clark & Lunn Investment Management Ltd. 610.00%0.02%0.06%Q1 2014Q3 202212
TD Securities (USA) LLC 12120.02%0.07%0.09%Q2 2013Q1 201612
Vanguard Personalized Indexing Management, LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Elkfork Partners LLC 12120.02%0.21%0.48%Q4 2016Q3 201912
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
MONETARY MANAGEMENT GROUP INC 1010.00%0.00%0.00%Q3 2014Q3 201912
Bank Julius Baer & Co. Ltd, Zurich 12120.00%0.13%0.25%Q4 2020Q3 202312
Capital Investment Advisory Services, LLC 840.01%0.05%0.08%Q4 2018Q3 202312
Glen Harbor Capital Management LLC 12120.03%0.26%0.61%Q4 2016Q3 201912
Krilogy Financial LLC 1110.00%0.01%0.02%Q3 2015Q3 201812
Crescent Grove Advisors, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Certified Advisory Corp 1110.01%0.01%0.04%Q4 2017Q1 202112
Renasant Bank 12120.16%0.28%0.39%Q4 2020Q3 202312
CSat Investment Advisory, L.P. 12120.01%0.15%0.65%Q2 2018Q1 202112
Centerpoint Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Rosenthal {-} Henry Capital Advisors, Inc. 752.97%3.51%3.87%Q3 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Proficio Capital Partners LLC 1020.00%0.00%0.02%Q4 2015Q2 201912
Bartlett & Co. LLC 810.00%0.00%0.00%Q3 2013Q4 202312
THOMPSON SIEGEL & WALMSLEY LLC 12120.00%0.00%0.00%Q1 2017Q4 201912
Sciencast Management LP 410.05%0.44%1.05%Q1 2016Q2 202212
CX Institutional 1110.00%0.00%0.02%Q1 2019Q2 202212
Avestar Capital, LLC 840.06%0.09%0.13%Q4 2017Q1 202112
Consolidated Investment Group LLC 12120.69%1.31%1.87%Q4 2013Q3 201612
Airain ltd 630.02%0.37%0.94%Q3 2013Q2 201712
Investors Capital Advisory Services 12120.07%0.09%0.12%Q3 2013Q2 201612
KENNEDY CAPITAL MANAGEMENT LLC 12120.23%0.28%0.37%Q2 2013Q1 201612
CenterStar Asset Management, LLC 210.00%0.01%0.01%Q1 2018Q1 202212
Lloyds Banking Group plc 660.05%0.64%1.50%Q2 2013Q3 201812
TOTH FINANCIAL ADVISORY CORP 910.00%0.01%0.07%Q4 2017Q3 202312
Independent Advisor Alliance 1010.00%0.05%0.15%Q3 2017Q3 202312
MTM Investment Management, LLC 12120.10%0.13%0.16%Q4 2020Q3 202312
AVANTAX ADVISORY SERVICES, INC. 710.00%0.00%0.01%Q3 2019Q3 202312
Maple Capital Management, Inc. 12120.10%0.25%0.39%Q2 2013Q1 201612
AHL Partners LLP 660.01%0.10%0.31%Q3 2014Q4 201712
One Wealth Advisors, LLC 12120.10%0.42%0.70%Q4 2017Q3 202012
Edgestream Partners, L.P. 510.02%0.27%1.18%Q2 2018Q3 202312
Principal Street Partners, LLC 1020.05%1.09%1.59%Q3 2019Q3 202312
Meadow Creek Investment Management LLC 12120.02%0.22%0.49%Q4 2016Q3 201912
Southern Farm Bureau Life Insurance 12120.77%0.87%0.98%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.03%0.06%0.08%Q2 2013Q1 201612
Tyers Asset Management LLC 12120.02%0.19%0.44%Q4 2016Q3 201912
Ausdal Financial Partners, Inc. 12120.07%0.08%0.11%Q4 2015Q3 201812
AFFINITY INVESTMENT ADVISORS, LLC 510.01%0.31%0.83%Q4 2016Q3 202312
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 12120.00%0.00%0.00%Q3 2018Q2 202112
Quantinno Capital Management LP 910.10%0.20%0.26%Q2 2019Q3 202312
AlphaCrest Capital Management LLC 820.04%0.11%0.22%Q4 2018Q3 202212
BOKF, NA 630.00%0.01%0.06%Q2 2013Q3 202312
WESPAC Advisors, LLC 750.34%0.67%1.26%Q1 2017Q4 202112
GAM SYSTEMATIC LLP 12120.01%0.12%0.21%Q4 2014Q3 201712
PartnerRe Asset Management CORP 12120.03%0.05%0.06%Q2 2013Q1 201612
Ohio National Investments, Inc. 11110.05%0.06%0.08%Q2 2013Q4 201511
Bangor Savings Bank 11110.08%0.11%0.14%Q1 2021Q3 202311
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 11110.20%0.44%0.67%Q2 2013Q4 201511
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.00%Q4 2016Q2 201911
WEALTHCARE CAPITAL MANAGEMENT LLC 1010.00%0.00%0.01%Q2 2013Q4 201911
Newbridge Financial Services Group, Inc. 11110.00%0.00%0.01%Q1 2021Q3 202311
Compagnie Lombard Odier SCmA 510.00%0.00%0.00%Q3 2015Q4 202211
Blueshift Asset Management, LLC 610.02%0.15%0.38%Q4 2018Q1 202311
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 650.01%0.02%0.05%Q2 2013Q3 202311
Community Financial Services Group, LLC 1010.11%0.18%0.22%Q3 2019Q3 202311
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 710.00%0.01%0.01%Q1 2018Q4 202111
Qube Research & Technologies Ltd 310.04%0.16%0.38%Q2 2018Q3 202311
IMS Capital Management 610.02%0.52%0.91%Q3 2013Q4 202211
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
BB&T SECURITIES, LLC 1010.00%0.02%0.06%Q3 2013Q3 201911
Annex Advisory Services, LLC 11110.20%0.26%0.34%Q1 2018Q3 202011
Twin Lakes Capital Management, LLC 650.28%0.33%0.42%Q4 2020Q3 202311
MOODY LYNN & LIEBERSON, LLC 610.02%0.14%0.92%Q3 2013Q3 201811
BOSTON ADVISORS LLC 11110.01%0.01%0.03%Q2 2013Q4 201511
Prime Capital Investment Advisors, LLC 910.00%0.02%0.02%Q4 2018Q3 202311
VAUGHAN DAVID INVESTMENTS LLC/IL 11110.85%0.92%1.04%Q1 2021Q3 202311
CLINTON GROUP INC 650.03%0.16%0.53%Q1 2015Q2 201811
ExodusPoint Capital Management, LP 710.01%0.03%0.08%Q1 2019Q3 202311
Signature Wealth Management Group 11111.66%1.96%2.30%Q2 2019Q4 202111
MBM Wealth Consultants, LLC 11110.01%0.04%0.08%Q1 2021Q3 202311
JUPITER ASSET MANAGEMENT LTD 910.03%0.23%0.66%Q3 2013Q4 202211
Saturna Capital CORP 11110.00%0.00%0.00%Q2 2013Q4 201511
Maryland State Retirement & Pension System 740.03%0.04%0.05%Q4 2020Q3 202311
PDT Partners, LLC 310.02%0.22%1.21%Q2 2013Q2 202111
Van Hulzen Asset Management, LLC 830.40%1.38%2.91%Q4 2014Q4 202211
DUALITY ADVISERS, LP 310.03%0.28%0.75%Q4 2018Q3 202311
SIGNET FINANCIAL MANAGEMENT, LLC 11110.04%0.28%0.55%Q1 2021Q3 202311
CT Financial Advisors LLC 1010.01%0.02%0.03%Q1 2014Q1 201711
Concord Wealth Partners 740.00%0.02%0.03%Q4 2020Q3 202311
TEXAS CAPITAL BANCSHARES INC/TX 11110.16%0.24%0.44%Q2 2013Q4 201511
Curbstone Financial Management Corp 11110.09%0.11%0.14%Q2 2021Q4 202311
Schooner Investment Group, LLC. 920.10%0.47%1.02%Q3 2013Q2 201611
New England Research & Management, Inc. 830.10%0.53%1.11%Q3 2014Q4 201811
Bison Wealth, LLC 510.04%0.19%0.36%Q1 2016Q3 202311
MARK SHEPTOFF FINANCIAL PLANNING, LLC 610.00%0.06%0.33%Q1 2014Q1 202211
OPSEU Pension Plan Trust Fund 11110.09%0.16%0.28%Q1 2020Q3 202211
KING LUTHER CAPITAL MANAGEMENT CORP 11110.00%0.00%0.00%Q3 2015Q1 201811
MARIETTA INVESTMENT PARTNERS LLC 920.08%0.98%1.61%Q3 2019Q4 202211
Garde Capital, Inc. 11110.02%0.03%0.05%Q1 2018Q3 202011
Stone Ridge Asset Management LLC 11110.02%0.08%0.15%Q4 2017Q2 202011
HOLLENCREST CAPITAL MANAGEMENT 740.00%0.02%0.04%Q3 2020Q3 202311
CPWM, LLC 610.02%0.06%0.08%Q4 2015Q3 202211
Zweig-DiMenna Associates LLC 710.01%0.16%0.65%Q2 2014Q2 201811
Keebeck Wealth Management, LLC 810.00%0.15%0.27%Q4 2019Q4 202210
SevenBridge Financial Group, LLC 10100.01%0.01%0.02%Q1 2017Q2 201910
Beacon Pointe Advisors, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Johnson Financial Group, Inc. 10100.04%0.05%0.06%Q2 2021Q3 202310
Brick & Kyle, Associates 10100.01%0.02%0.02%Q4 2014Q1 201710
COMPTON CAPITAL MANAGEMENT INC /RI 10100.13%0.19%0.24%Q2 2014Q3 201610
Wagner Wealth Management, LLC 420.00%0.00%0.00%Q4 2017Q3 202210
Index Management Solutions, LLC 10100.00%0.02%0.03%Q2 2013Q3 201510
LIBERTY WEALTH MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2019Q3 202110
Taylor Hoffman Wealth Management 910.00%0.00%0.01%Q4 2017Q2 202010
Syverson Strege & Co 10100.00%0.01%0.01%Q4 2020Q1 202310
Private Ocean, LLC 910.00%0.01%0.01%Q2 2019Q4 202210
MILLER HOWARD INVESTMENTS INC /NY 730.01%1.15%1.61%Q3 2018Q4 202110
Dynamic Capital Management Ltd 510.02%0.32%1.03%Q3 2013Q4 201710
COLONY GROUP LLC 410.00%0.00%0.01%Q4 2013Q2 202210
UMB Bank, n.a. 820.00%0.00%0.01%Q3 2014Q3 202310
MATHER GROUP, LLC. 640.00%0.01%0.01%Q2 2020Q2 202310
VAN ECK ASSOCIATES CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Elo Mutual Pension Insurance Co 910.04%0.05%0.05%Q4 2020Q3 202310
Amundi 10100.04%0.09%0.15%Q2 2021Q3 202310
ANCHOR CAPITAL ADVISORS LLC 640.02%0.07%0.12%Q4 2015Q2 202010
Gratus Capital, LLC 10100.03%0.04%0.04%Q3 2017Q4 201910
Cambria Investment Management, L.P. 520.03%0.26%0.61%Q4 2016Q1 202310
BECK MACK & OLIVER LLC 10100.01%0.01%0.01%Q2 2013Q3 201510
MACROVIEW INVESTMENT MANAGEMENT LLC 410.00%0.06%0.15%Q3 2014Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
S.E.E.D. Planning Group LLC 10100.07%0.10%0.15%Q2 2021Q3 202310
Lloyd Advisory Services, LLC. 10100.00%0.04%0.09%Q4 2019Q1 202210
Lumature Wealth Partners, LLC 10100.01%0.01%0.01%Q1 2021Q2 202310
Visium Asset Management, LP 640.00%0.02%0.05%Q2 2013Q4 201510
BREWIN DOLPHIN LTD 10100.00%0.00%0.00%Q3 2017Q4 201910
Edge Wealth Management LLC 820.00%0.05%0.08%Q3 2013Q4 202110
B. Riley Wealth Advisors, Inc. 510.01%0.01%0.01%Q2 2014Q3 202310
CAMBRIDGE TRUST CO 10100.07%0.28%0.62%Q2 2021Q3 202310
J.W. COLE ADVISORS, INC. 910.01%0.04%0.06%Q3 2020Q3 202310
Deseret Mutual Benefit Administrators 10100.02%0.02%0.04%Q2 2021Q3 202310
Illinois Municipal Retirement Fund 10100.01%0.14%0.24%Q2 2021Q3 202310
Prospera Financial Services Inc 310.01%0.02%0.04%Q3 2019Q3 202310
Bank of New Hampshire 10100.22%0.36%0.46%Q2 2021Q3 202310
Olympiad Research LP 810.13%0.25%0.42%Q4 2019Q1 202310
WRAPMANAGER INC 820.05%0.13%0.22%Q2 2019Q4 202110
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 510.00%0.01%0.07%Q4 2019Q3 202310
SYMPHONY ASSET MANAGEMENT LLC 550.02%0.09%0.27%Q2 2013Q1 201810
Bay Harbor Wealth Management, LLC 10100.00%0.03%0.06%Q2 2019Q3 202110
Heron Bay Capital Management 10101.19%2.35%4.11%Q4 2020Q1 202310
Main Street Research LLC 911.59%2.32%2.85%Q3 2016Q2 202110
AUGUSTINE ASSET MANAGEMENT INC 10100.11%0.16%0.19%Q2 2021Q3 202310
DAVIDSON & GARRARD INC 10100.02%0.03%0.03%Q2 2013Q3 201510
Princeton Alpha Management LP 640.04%0.16%0.35%Q2 2014Q1 201710
Euclid Advisors LLC 710.00%0.04%0.06%Q2 2013Q2 201610
MSD Partners, L.P. 10100.03%0.07%0.11%Q2 2021Q3 202310
Quantamental Technologies LLC 510.08%0.23%0.38%Q1 2019Q2 202310
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.00%Q4 2014Q3 20239
ADVANTAGE INVESTMENT MANAGEMENT, LLC 610.00%0.01%0.02%Q4 2014Q4 20189
Geller Advisors LLC 810.02%0.04%0.05%Q2 2021Q3 20239
Itau Unibanco Holding S.A. 310.00%0.01%0.05%Q1 2017Q1 20239
Savior LLC 990.00%0.00%0.01%Q4 2019Q4 20219
Front Row Advisors LLC 990.00%0.01%0.01%Q4 2017Q4 20199
CLARK FINANCIAL SERVICES GROUP INC /BD 510.16%0.24%0.31%Q2 2020Q3 20239
UBS OCONNOR LLC 990.01%0.19%0.42%Q3 2013Q3 20159
Campbell & CO Investment Adviser LLC 510.05%0.33%0.89%Q1 2015Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.02%0.05%0.07%Q2 2013Q2 20159
MIROVA 990.02%0.03%0.05%Q4 2020Q4 20229
Impax Asset Management Group plc 990.00%0.00%0.00%Q3 2021Q3 20239
FSI GROUP, LLC 610.05%2.31%7.60%Q1 2014Q1 20209
New World Advisors LLC 990.09%0.14%0.20%Q3 2021Q3 20239
WADDELL & ASSOCIATES, LLC 540.06%0.07%0.09%Q2 2021Q3 20239
Santa Fe Partners LLC 540.03%0.13%0.22%Q2 2013Q4 20159
Sterling Capital Management LLC 630.00%0.01%0.02%Q2 2016Q1 20199
Systematic Alpha Investments, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Banco de Sabadell, S.A 990.18%0.25%0.31%Q4 2017Q4 20199
Pearl River Capital, LLC 410.01%0.21%0.58%Q4 2018Q3 20239
BRYN MAWR CAPITAL MANAGEMENT INC 990.05%0.63%1.18%Q3 2013Q3 20159
ELEMENT CAPITAL MANAGEMENT LLC 510.02%0.12%0.54%Q4 2015Q1 20199
BENNICAS & ASSOCIATES, INC. 990.10%0.16%0.19%Q4 2020Q4 20229
WEDBUSH SECURITIES INC 410.01%0.02%0.04%Q1 2015Q3 20239
LEUTHOLD GROUP, LLC 420.02%0.24%0.48%Q3 2013Q2 20209
FormulaFolio Investments, LLC 410.02%0.05%0.20%Q1 2016Q2 20219
First City Capital Management, Inc. 990.01%0.01%0.01%Q1 2014Q1 20169
EXANE DERIVATIVES 990.00%0.01%0.06%Q2 2017Q2 20199
Global Trust Asset Management, LLC 990.01%0.01%0.01%Q4 2017Q4 20199
Stonehage Fleming (UK) Ltd 990.10%0.13%0.15%Q4 2013Q4 20159
COMMUNITY TRUST & INVESTMENT CO 990.04%1.06%1.94%Q1 2014Q1 20169
FIRST NATIONAL TRUST CO 630.02%0.06%0.13%Q2 2015Q2 20189
Assured Investment Management LLC 210.00%0.02%0.10%Q2 2015Q1 20199
TrueWealth Advisors, LLC 880.14%0.16%0.18%Q4 2021Q3 20238
Windsor Creek Advisors, LLC 550.04%0.26%0.80%Q1 2019Q1 20208
JACKSON SQUARE CAPITAL, LLC 880.11%0.21%0.34%Q1 2021Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Venture Visionary Partners LLC 880.09%0.24%0.31%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.04%Q4 2019Q3 20218
Wealth Alliance 710.06%0.10%0.14%Q4 2019Q4 20218
Graypoint LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Visionary Wealth Advisors 880.02%0.02%0.02%Q4 2021Q3 20238
Firestone Capital Management 880.01%0.01%0.01%Q4 2019Q3 20218
XML Financial, LLC 530.12%0.15%0.18%Q3 2021Q3 20238
Mattern Wealth Management LLC 440.05%0.09%0.19%Q4 2019Q4 20228
Dorsey Wright & Associates 880.38%0.44%0.57%Q4 2016Q3 20188
STERNE AGEE GROUP, INC. 880.10%0.19%0.33%Q2 2013Q1 20158
Transamerica Financial Advisors, Inc. 610.00%0.01%0.02%Q2 2019Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.05%0.06%0.07%Q4 2014Q3 20168
PICTET ASSET MANAGEMENT SA 880.01%0.02%0.03%Q3 2021Q2 20238
MARSHALL WACE ASIA Ltd 210.43%1.66%6.95%Q2 2013Q4 20198
Brinker Capital Investments, LLC 880.00%0.00%0.01%Q3 2018Q2 20208
Neuberger Berman Canada ULC 880.27%0.47%0.59%Q4 2015Q3 20178
CAMPBELL NEWMAN ASSET MANAGEMENT INC 881.31%1.43%1.61%Q1 2021Q4 20228
WBI INVESTMENTS, LLC 610.02%0.33%1.52%Q3 2016Q4 20208
Crestline Management, LP 420.11%0.45%0.88%Q4 2016Q1 20228
Brookfield Asset Management 710.02%0.06%0.12%Q2 2020Q1 20238
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 880.19%0.26%0.34%Q1 2020Q4 20218
Kinsight, LLC 880.05%0.07%0.09%Q2 2013Q1 20158
Desjardins Global Asset Management Inc. 880.02%0.03%0.03%Q4 2021Q3 20238
COMERICA SECURITIES,INC. 710.00%0.01%0.02%Q3 2019Q4 20228
Foundry Partners, LLC 440.16%0.28%0.38%Q4 2013Q1 20178
Perigon Wealth Management, LLC 610.01%0.02%0.02%Q3 2011Q3 20238
Strategic Global Advisors, LLC 880.15%0.35%0.44%Q4 2021Q3 20238
FULLER & THALER ASSET MANAGEMENT, INC. 440.00%0.00%0.01%Q3 2013Q2 20188
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.14%0.25%0.36%Q4 2018Q3 20208
GUARDIAN INVESTOR SERVICES LLC 880.07%0.08%0.09%Q2 2013Q1 20158
Laffer Tengler Investments, Inc. 530.09%0.40%0.62%Q1 2018Q2 20238
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 410.01%0.01%0.01%Q4 2013Q1 20168
Voya Financial Advisors, Inc. 880.02%0.02%0.03%Q2 2019Q1 20218
Tidal Investments LLC 880.01%0.01%0.04%Q4 2021Q3 20238
LBA Wealth Management, LLC 880.00%0.00%0.00%Q2 2015Q1 20178
C M BIDWELL & ASSOCIATES LTD 210.06%0.72%2.04%Q2 2013Q1 20238
St. Johns Investment Management Company, LLC 880.00%0.01%0.01%Q1 2014Q4 20158
GENERAL ELECTRIC CO 880.10%0.52%0.81%Q2 2013Q1 20158
BURKE & HERBERT BANK & TRUST CO 880.10%0.65%0.90%Q2 2013Q1 20158
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Maven Securities LTD 410.00%0.01%0.03%Q1 2020Q1 20238
IRONBRIDGE CAPITAL MANAGEMENT LP 880.01%0.02%0.03%Q2 2015Q1 20178
Harvest Capital Strategies LLC 880.05%0.20%0.40%Q2 2013Q1 20158
Point72 Middle East FZE 440.00%0.03%0.18%Q4 2022Q3 20238
Sandy Spring Bank 310.00%0.00%0.00%Q1 2014Q2 20238
LOGAN CAPITAL MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
Alpha Omega Wealth Management LLC 880.31%0.66%1.00%Q1 2018Q4 20198
BLACKTHORN INVESTMENT GROUP LLC 440.32%1.31%2.54%Q3 2013Q3 20158
Quent Capital, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.02%Q4 2021Q3 20238
Intellectus Partners, LLC 880.01%0.01%0.01%Q4 2016Q3 20188
HB Wealth Management, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
CHOREO, LLC 320.02%0.03%0.06%Q2 2015Q1 20188
Covestor Ltd 880.02%0.05%0.08%Q4 2021Q3 20238
SOUTHERN CAPITAL ADVISORS, LLC 880.17%0.20%0.24%Q4 2021Q3 20238
Harvest Fund Management Co., Ltd 710.00%0.01%0.01%Q1 2021Q3 20238
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.55%0.89%1.23%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.07%0.10%0.11%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.26%0.44%0.57%Q4 2021Q3 20238
Summit Global Investments 880.08%0.14%0.17%Q1 2018Q4 20198
Steward Financial Group LLC 880.07%0.17%0.30%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.04%0.11%0.16%Q4 2021Q3 20238
Helen Stephens Group, LLC 880.14%0.19%0.26%Q4 2021Q3 20238
Caption Management, LLC 310.00%0.02%0.10%Q2 2018Q1 20238
EverSource Wealth Advisors, LLC 880.03%0.07%0.14%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.23%0.27%0.31%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
Delos Wealth Advisors, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
Invst, LLC 880.05%0.07%0.08%Q1 2021Q4 20228
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Freestone Capital Holdings, LLC 420.00%0.05%0.13%Q2 2013Q1 20228
Capitolis Advisors LLC 880.00%0.06%0.20%Q4 2020Q3 20228
YOUSIF CAPITAL MANAGEMENT, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
MADISON INVESTMENT HOLDINGS INC 880.09%0.18%0.29%Q4 2017Q3 20198
B. Metzler seel. Sohn & Co. AG 880.01%0.02%0.03%Q4 2021Q3 20238
Larson Financial Group LLC 610.00%0.00%0.01%Q3 2020Q3 20238
Castleview Partners, LLC 710.00%0.04%0.07%Q2 2021Q2 20238
Pflug Koory, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 710.05%0.07%0.10%Q2 2018Q3 20238
Accel Wealth Management 880.00%0.00%0.00%Q1 2021Q4 20228
VESTOR CAPITAL, LLC 880.56%0.94%1.24%Q1 2014Q4 20158
XTX Topco Ltd 420.06%0.18%0.38%Q1 2021Q3 20238
Baldrige Asset Management LLC 880.02%0.02%0.02%Q2 2021Q1 20238
Evolution Wealth Advisors, LLC 610.00%0.00%0.00%Q2 2019Q3 20218
Alpha Paradigm Partners, LLC 880.03%0.08%0.27%Q1 2021Q4 20228
SMITHBRIDGE ASSET MANAGEMENT INC/DE 770.51%0.76%1.19%Q1 2022Q3 20237
SIT INVESTMENT ASSOCIATES INC 430.00%0.06%0.16%Q2 2017Q3 20227
COUNTRY CLUB BANK /GFN 770.03%0.05%0.06%Q1 2022Q3 20237
Financial Architects, Inc 410.00%0.00%0.01%Q2 2015Q1 20197
ASB Consultores, LLC 610.07%0.19%0.26%Q4 2021Q3 20237
Capital Research Global Investors 770.01%0.02%0.05%Q4 2016Q2 20187
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 770.01%0.03%0.10%Q2 2013Q4 20147
Placemark Investments, Inc. 770.04%0.05%0.06%Q2 2013Q4 20147
OXFORD ASSET MANAGEMENT LLP 510.01%0.04%0.08%Q1 2017Q4 20197
Nine Chapters Capital Management LLC 320.02%0.15%0.49%Q3 2013Q3 20157
FNY Investment Advisers, LLC 430.00%0.05%0.17%Q2 2018Q3 20237
SevenOneSeven Capital Management 770.69%0.98%1.23%Q2 2021Q4 20227
HANSEATIC MANAGEMENT SERVICES INC 770.29%1.00%1.39%Q1 2017Q3 20187
AGF INVESTMENTS INC. 520.00%0.03%0.06%Q3 2019Q3 20227
Glenview Trust Co 770.01%0.02%0.02%Q1 2022Q3 20237
Paragon Capital Management LLC 770.00%2.15%3.20%Q3 2018Q1 20207
Clear Creek Financial Management, LLC 770.03%0.05%0.08%Q1 2022Q3 20237
MOTCO 410.00%0.00%0.00%Q2 2019Q3 20237
Scott & Selber, Inc. 770.87%0.98%1.07%Q3 2021Q1 20237
Capital Advisors, Ltd. LLC 210.00%0.00%0.00%Q1 2020Q3 20237
Rehmann Capital Advisory Group 770.00%0.00%0.00%Q1 2018Q3 20197
Trust Asset Management LLC 520.02%0.02%0.03%Q4 2021Q3 20237
Core Alternative Capital 770.00%0.00%0.00%Q1 2022Q3 20237
Legacy Private Trust Co. 770.02%0.04%0.06%Q2 2013Q4 20147
American Trust 770.01%0.02%0.03%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Moreno Evelyn V 770.04%0.06%0.11%Q1 2022Q3 20237
Siemens Fonds Invest GmbH 770.01%0.02%0.02%Q1 2021Q3 20227
Petrus Trust Company, LTA 310.02%0.05%0.07%Q1 2016Q1 20237
Beacon Capital Management, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
DECADE CAPITAL MANAGEMENT LLC 770.05%0.34%0.61%Q3 2013Q1 20157
Blume Capital Management, Inc. 430.00%0.02%0.08%Q4 2013Q3 20157
REGENTATLANTIC CAPITAL LLC 610.01%0.01%0.02%Q3 2014Q1 20227
Ascent Group, LLC 610.03%0.04%0.07%Q4 2021Q3 20237
DEERE & CO 770.05%0.06%0.08%Q1 2015Q3 20167
Meridian Wealth Management, LLC 770.02%0.09%0.42%Q1 2022Q3 20237
Dean Capital Management 310.51%0.64%0.72%Q2 2019Q3 20237
Perpetual Ltd 430.05%0.10%0.19%Q3 2016Q3 20207
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 610.01%0.02%0.02%Q3 2021Q3 20237
Redwood Investment Management, LLC 410.21%0.77%1.17%Q1 2019Q2 20227
Hillsdale Investment Management Inc. 610.00%0.03%0.05%Q2 2018Q1 20207
Platte River Capital LLC 520.10%0.23%0.37%Q4 2013Q3 20157
SeaCrest Wealth Management, LLC 610.01%0.01%0.02%Q4 2017Q2 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.05%0.08%0.19%Q2 2013Q4 20147
BRANT POINT INVESTMENT MANAGEMENT LLC 770.06%0.56%1.22%Q2 2017Q4 20187
Nokota Management, LP 320.19%0.42%0.88%Q1 2015Q4 20187
CVA Family Office, LLC 610.00%0.01%0.01%Q1 2021Q1 20237
MCMILLION CAPITAL MANAGEMENT INC 210.02%0.03%0.05%Q2 2019Q2 20237
Citizens National Bank Trust Department 770.00%0.00%0.00%Q4 2021Q2 20237
Mendel Capital Management LLC 770.15%0.21%0.25%Q4 2021Q2 20237
Winthrop Partners - WNY, LLC 770.21%0.26%0.30%Q1 2018Q3 20197
Faithward Advisors, LLC 770.86%1.05%1.21%Q2 2021Q4 20227
IHT Wealth Management, LLC 610.00%0.02%0.08%Q4 2016Q1 20217
LORD, ABBETT & CO. LLC 610.01%0.05%0.13%Q2 2013Q4 20167
QCM Cayman, Ltd. 310.03%0.23%0.66%Q3 2013Q3 20177
ELLINGTON MANAGEMENT GROUP LLC 310.03%0.15%0.42%Q2 2013Q1 20207
Qtron Investments LLC 520.12%0.14%0.17%Q1 2021Q2 20237
Global Wealth Management Investment Advisory, Inc. 770.01%0.01%0.01%Q4 2018Q2 20207
Kemnay Advisory Services Inc. 770.35%0.45%0.58%Q2 2017Q4 20187
NEW GENERATION ADVISORS, LLC 770.84%1.87%2.98%Q2 2012Q4 20137
ZEKE CAPITAL ADVISORS, LLC 520.05%0.05%0.06%Q4 2016Q3 20187
State of Wyoming 610.01%0.06%0.11%Q2 2021Q3 20237
Metis Global Partners, LLC 770.04%0.05%0.10%Q1 2022Q3 20237
NORWOOD FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
GPS Wealth Strategies Group, LLC 430.00%0.00%0.00%Q1 2021Q3 20237
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
Natixis Investment Managers International 210.01%0.04%0.10%Q4 2016Q2 20227
Soros Fund Management 510.07%0.16%0.30%Q4 2013Q4 20187
Edge Advisors, LLC 770.05%0.07%0.10%Q4 2016Q2 20187
Evercore Wealth Management, LLC 410.00%0.01%0.01%Q3 2013Q2 20206
EMERALD ADVISERS, LLC 660.01%0.06%0.10%Q2 2013Q3 20146
DCM Advisors, LLC 660.11%0.45%0.84%Q4 2020Q1 20226
CENTRAL BANK & TRUST CO 410.00%0.00%0.01%Q3 2015Q1 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.24%0.38%0.58%Q2 2022Q3 20236
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 660.07%0.12%0.16%Q2 2018Q3 20196
Kistler-Tiffany Companies, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Highstreet Asset Management Inc. 310.15%0.33%0.43%Q1 2014Q4 20196
SWARTHMORE GROUP INC 660.11%1.11%1.45%Q1 2021Q2 20226
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Counsel Portfolio Services Inc. 660.06%0.06%0.07%Q4 2013Q1 20156
ClariVest Asset Management LLC 510.00%0.65%1.04%Q2 2013Q2 20156
Riverview Trust Co 420.01%0.01%0.02%Q1 2022Q3 20236
HERITAGE WEALTH MANAGEMENT, LLC 420.24%0.31%0.36%Q2 2021Q4 20226
Portolan Capital Management 510.03%0.38%0.81%Q3 2013Q4 20226
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 510.00%0.00%0.00%Q4 2019Q3 20236
BENJAMIN EDWARDS INC 660.00%0.00%0.00%Q2 2022Q3 20236
GENDELL JEFFREY L 310.05%0.45%1.07%Q3 2015Q2 20186
Neo Ivy Capital Management 210.09%0.24%0.50%Q2 2020Q3 20226
BHF Kleinwort Benson Group S.A. 660.12%0.16%0.19%Q4 2014Q1 20166
Field & Main Bank 660.03%0.05%0.07%Q2 2022Q3 20236
Koshinski Asset Management, Inc. 310.01%0.03%0.07%Q4 2014Q1 20226
Virtus ETF Advisers LLC 420.01%0.23%0.45%Q4 2017Q1 20236
DRIEHAUS CAPITAL MANAGEMENT LLC 110.00%0.01%0.01%Q2 2013Q2 20236
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 420.00%0.08%0.13%Q3 2018Q1 20236
GUYASUTA INVESTMENT ADVISORS INC 510.04%0.06%0.08%Q3 2017Q4 20196
Golden State Wealth Management, LLC 330.00%0.01%0.07%Q1 2019Q3 20206
BANK OF STOCKTON 660.34%0.37%0.42%Q3 2013Q4 20146
Selective Wealth Management, Inc. 420.00%0.00%0.00%Q3 2019Q3 20226
COOKSON PEIRCE & CO INC 330.79%1.84%2.63%Q3 2013Q3 20186
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 660.19%0.23%0.26%Q2 2013Q3 20146
Belpointe Asset Management LLC 310.01%0.03%0.08%Q1 2019Q1 20236
First Allied Advisory Services, Inc. 660.01%0.02%0.02%Q2 2019Q3 20206
MHI Funds, LLC 661.44%1.66%1.90%Q4 2018Q1 20206
Somerset Trust Co 660.01%0.01%0.01%Q4 2013Q1 20156
Argent Advisors, Inc. 660.14%0.34%0.48%Q4 2019Q1 20216
INTRUST BANK NA 660.03%0.03%0.04%Q3 2020Q4 20216
NAVELLIER & ASSOCIATES INC 660.01%0.01%0.02%Q4 2012Q1 20146
Ferris Capital, LLC 510.01%0.01%0.01%Q2 2017Q1 20196
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.16%0.26%Q2 2022Q3 20236
Centiva Capital, LP 310.01%0.03%0.06%Q3 2020Q3 20236
Czech National Bank 660.04%0.05%0.06%Q3 2022Q4 20236
MUFG Securities EMEA plc 210.01%0.26%0.96%Q4 2013Q3 20216
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Echo Street Capital Management LLC 210.00%0.00%0.01%Q1 2021Q3 20236
PFG Advisors 420.02%0.02%0.03%Q1 2021Q3 20236
CONTINENTAL ADVISORS LLC 220.32%0.47%0.62%Q3 2016Q3 20236
OMERS ADMINISTRATION Corp 510.01%0.09%0.24%Q2 2013Q2 20176
DEPRINCE RACE & ZOLLO INC 660.00%0.03%0.06%Q1 2015Q2 20166
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
MEITAV INVESTMENT HOUSE LTD 310.00%0.35%0.70%Q4 2020Q3 20236
WEALTH EFFECTS LLC 660.18%0.26%0.33%Q4 2021Q1 20236
AIA Group Ltd 660.01%0.01%0.02%Q4 2021Q1 20236
Global Financial Private Capital, Inc 510.01%0.12%0.16%Q1 2017Q2 20206
PIER 88 INVESTMENT PARTNERS LLC 660.16%0.19%0.23%Q4 2016Q1 20186
Barden Capital Management, Inc. 660.77%0.86%0.98%Q1 2022Q2 20236
ALPHA WINDWARD LLC 220.00%0.06%0.32%Q4 2015Q3 20206
NEW SOUTH CAPITAL MANAGEMENT INC 660.01%0.01%0.01%Q2 2013Q3 20146
Atlantic Union Bankshares Corp 660.05%0.06%0.07%Q3 2015Q4 20166
COMERICA SECURITIES INC 660.27%0.35%0.40%Q2 2013Q3 20146
Covenant Asset Management, LLC 660.20%1.01%1.30%Q1 2017Q2 20186
Royal Fund Management, LLC 660.01%0.01%0.01%Q4 2016Q1 20186
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 660.03%0.05%0.06%Q1 2015Q2 20166
FDO Partners, LLC 510.10%0.48%1.13%Q4 2015Q4 20176
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Gillson Capital LP 311.65%2.18%3.34%Q4 2018Q3 20226
Kernodle & Katon Asset Management Group, LLC 660.02%0.03%0.05%Q4 2015Q1 20176
MAPLE SECURITIES USA INC 330.02%0.13%0.28%Q2 2013Q4 20136
Human Investing LLC 660.02%0.02%0.03%Q4 2018Q1 20206
MUNDER CAPITAL MANAGEMENT 660.03%0.03%0.04%Q2 2013Q3 20146
Mill Capital Management, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
NorthCoast Asset Management LLC 660.05%0.07%0.09%Q1 2017Q2 20186
Karp Capital Management Corp 410.00%0.02%0.10%Q4 2014Q4 20186
Algebris (UK) Ltd 310.57%1.09%1.91%Q2 2017Q1 20206
Holocene Advisors, LP 210.00%0.08%0.23%Q1 2019Q3 20236
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
MRA Advisory Group 660.20%0.37%0.44%Q4 2021Q1 20236
Avior Wealth Management, LLC 510.00%0.00%0.00%Q3 2017Q4 20206
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q1 20216
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 310.00%0.01%0.01%Q3 2018Q3 20236
Mount Yale Investment Advisors, LLC 330.04%0.08%0.15%Q1 2018Q3 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.36%0.37%0.40%Q2 2013Q3 20146
JANICZEK WEALTH MANAGEMENT, LLC 660.00%0.00%0.01%Q3 2021Q4 20226
Court Place Advisors, LLC 660.06%0.08%0.10%Q4 2013Q1 20156
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.03%0.03%0.04%Q2 2022Q3 20236
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 220.04%0.05%0.07%Q1 2013Q2 20166
Wealthspire Advisors, LLC 510.00%0.01%0.01%Q4 2018Q1 20216
Sapphire Star Partners LP 660.17%0.20%0.22%Q1 2017Q2 20186
HawsGoodwin Investment Management LLC 510.05%0.07%0.12%Q4 2019Q4 20216
Orion Portfolio Solutions, LLC 310.00%0.01%0.03%Q4 2019Q4 20226
SEI TRUST CO 660.01%0.02%0.02%Q2 2013Q3 20146
CIM INVESTMENT MANAGEMENT INC 660.45%0.49%0.51%Q2 2013Q3 20146
Kiwi Wealth Investments Limited Partnership 420.18%0.30%0.44%Q3 2015Q3 20186
PSI Advisors, LLC 420.00%0.00%0.01%Q3 2021Q3 20236
Precision Wealth Strategies, LLC 660.19%0.29%0.38%Q2 2021Q3 20226
Acrospire Investment Management LLC 660.03%0.08%0.18%Q1 2016Q2 20176
PIERSHALE FINANCIAL GROUP, INC. 510.00%0.00%0.00%Q1 2015Q3 20166
Catalyst Capital Advisors LLC 310.12%0.42%1.46%Q1 2015Q3 20186
Virtus Investment Advisers, Inc. 660.01%0.09%0.11%Q3 2016Q4 20176
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
G&S Capital LLC 510.18%0.52%0.91%Q4 2019Q1 20226
CITY NATIONAL BANK 660.00%0.00%0.00%Q2 2014Q3 20156
Virtus Fund Advisers, LLC 550.54%0.82%1.05%Q2 2014Q2 20155
Alyeska Investment Group, L.P. 310.00%0.23%0.68%Q3 2014Q1 20205
SVB WEALTH LLC 310.00%0.00%0.01%Q3 2021Q1 20235
U S GLOBAL INVESTORS INC 310.06%0.17%0.23%Q1 2014Q4 20195
PEREGRINE CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q2 2020Q2 20215
Summit Financial Wealth Advisors, LLC 550.03%0.04%0.05%Q4 2014Q4 20155
Bank OZK 550.03%0.04%0.04%Q3 2015Q3 20165
Ellis Investment Partners, LLC 320.00%0.00%0.00%Q1 2020Q3 20215
AMERICAN ASSET MANAGEMENT INC. 410.08%0.18%0.21%Q3 2016Q4 20195
INTEGRAL DERIVATIVES, LLC 310.00%0.01%0.01%Q3 2014Q1 20185
Sabal Trust CO 550.01%0.02%0.02%Q1 2019Q1 20205
Man Investments Ltd 550.03%0.18%0.45%Q2 2013Q2 20145
Altshuler Shaham Ltd 320.00%0.00%0.00%Q3 2019Q2 20215
TIVERTON ASSET MANAGEMENT LLC 320.01%0.01%0.02%Q4 2017Q3 20195
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Bank Pictet & Cie (Europe) AG 550.01%0.01%0.01%Q3 2021Q3 20225
ISTHMUS PARTNERS, LLC 550.00%0.00%0.00%Q4 2014Q4 20155
WealthPLAN Partners, LLC 210.00%0.01%0.02%Q4 2015Q2 20235
Lourd Capital, LLC 550.02%0.03%0.05%Q4 2017Q4 20185
Park Avenue Institutional Advisers LLC 550.06%0.07%0.08%Q2 2015Q2 20165
Migdal Insurance & Financial Holdings Ltd. 320.00%0.00%0.01%Q1 2018Q4 20195
Independent Portfolio Consultants, Inc. 410.00%0.01%0.01%Q4 2014Q4 20165
Stux Capital Management, LLC 550.07%0.12%0.30%Q2 2013Q2 20145
Colonial Trust Co / SC 550.18%0.23%0.30%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.03%0.05%0.06%Q3 2022Q3 20235
Procyon Advisors, LLC 320.00%0.04%0.08%Q1 2020Q4 20215
Parametric Risk Advisors LLC 550.03%0.03%0.03%Q2 2013Q2 20145
Optimal Asset Management, Inc. 550.05%0.11%0.20%Q4 2019Q4 20205
TODD ASSET MANAGEMENT LLC 410.38%0.41%0.44%Q2 2018Q3 20195
MAIRS & POWER INC 550.00%0.00%0.00%Q3 2022Q3 20235
Cambridge Financial Group, Inc. 553.21%3.47%3.76%Q2 2013Q2 20145
WESTFIELD CAPITAL MANAGEMENT CO LP 550.17%0.18%0.20%Q4 2013Q4 20145
Smith & Howard Wealth Management, LLC 550.06%0.07%0.08%Q2 2013Q2 20145
NatWest Group plc 550.01%0.02%0.04%Q2 2013Q2 20145
Hudson Bay Capital Management LP 310.03%0.09%0.16%Q2 2017Q1 20235
NOVARE CAPITAL MANAGEMENT LLC 550.08%0.84%1.20%Q1 2014Q1 20155
SONATA CAPITAL GROUP INC 550.09%0.10%0.11%Q4 2014Q4 20155
Gladstone Institutional Advisory LLC 550.01%0.03%0.07%Q2 2022Q2 20235
Psagot Value Holdings Ltd. / (Israel) 550.08%0.08%0.10%Q3 2021Q3 20225
Kaizen Advisory, LLC 550.01%0.02%0.03%Q4 2017Q4 20185
South Dakota Investment Council 550.01%0.01%0.01%Q3 2022Q3 20235
PRINCETON CAPITAL MANAGEMENT LLC 410.14%0.17%0.22%Q4 2016Q3 20185
JACOBS ASSET MANAGEMENT, LLC 310.48%1.90%3.85%Q3 2016Q4 20195
Crescent Capital Consulting, LLC 550.07%0.08%0.09%Q4 2020Q4 20215
Byrne Asset Management LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Wilmington Funds Management Corp 550.02%0.03%0.04%Q2 2013Q2 20145
GUERRA PAN ADVISORS, LLC 550.27%0.33%0.37%Q4 2021Q4 20225
Alta Advisers Ltd 550.03%0.04%0.04%Q3 2022Q3 20235
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Gould Capital, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
KENFARB & CO. 550.01%0.01%0.01%Q3 2022Q3 20235
Independent Family Office, LLC 550.30%0.40%0.53%Q1 2022Q1 20235
Diversified Investment Strategies, LLC 550.44%0.47%0.51%Q2 2013Q2 20145
Price Wealth, LLC 310.00%0.00%0.01%Q4 2017Q3 20205
EASTERLY INVESTMENT PARTNERS LLC 550.10%0.16%0.21%Q2 2022Q2 20235
Point72 Europe (London) LLP 320.72%2.54%6.10%Q2 2020Q3 20235
HYA Advisors, Inc 550.09%0.09%0.10%Q1 2021Q1 20225
Daiwa SB Investments Ltd. 550.03%0.30%0.42%Q3 2013Q3 20145
Cassady Schiller Wealth Management, LLC 410.00%0.00%0.00%Q4 2021Q3 20235
Snowden Capital Advisors LLC 310.00%0.01%0.03%Q2 2019Q3 20235
TFO Wealth Partners, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Azora Capital LP 320.16%3.56%6.70%Q4 2017Q2 20195
IMPACTfolio, LLC 550.23%0.25%0.26%Q4 2021Q4 20225
Heritage Trust Co 550.01%0.01%0.01%Q4 2017Q4 20185
Rockbridge Investment Management, LCC 410.00%0.00%0.00%Q2 2020Q4 20215
Richard P Slaughter Associates Inc 550.56%0.66%0.78%Q4 2022Q4 20235
CYPRESS ASSET MANAGEMENT INC/TX 550.02%0.02%0.02%Q3 2013Q3 20145
CANTOR FITZGERALD, L. P. 550.10%0.21%0.35%Q3 2022Q3 20235
Abundance Wealth Counselors 550.07%0.13%0.29%Q1 2022Q1 20235
Eagle Bay Advisors LLC 410.00%0.00%0.00%Q3 2021Q1 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.01%Q4 2016Q4 20175
NFJ INVESTMENT GROUP, LLC 550.03%0.04%0.04%Q2 2021Q2 20225
NewEdge Wealth, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 550.06%0.09%0.12%Q1 2022Q1 20235
UBP Investment Advisors SA 550.13%0.37%0.59%Q2 2021Q2 20225
Squar Milner Financial Services LLC 410.00%0.00%0.00%Q2 2018Q1 20205
Mitsubishi UFJ Securities Holdings Co., Ltd. 550.01%0.03%0.07%Q1 2016Q1 20175
JOYN Advisors, Inc. 550.02%0.08%0.13%Q4 2017Q4 20185
MORGENS WATERFALL VINTIADIS & CO INC 210.86%1.71%2.29%Q4 2013Q4 20155
IronBridge Private Wealth, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
Hutchin Hill Capital, LP 210.01%0.80%1.86%Q2 2013Q2 20175
Kensington Investment Counsel, LLC 321.47%1.86%2.15%Q4 2020Q1 20225
MGO ONE SEVEN LLC 210.00%0.01%0.02%Q4 2017Q1 20235
SWS Partners 210.05%0.58%1.03%Q4 2017Q1 20205
Addison Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q3 2020Q3 20235
Altium Wealth Management LLC 550.03%0.03%0.04%Q4 2018Q4 20195
OCCUDO QUANTITATIVE STRATEGIES LP 550.02%0.06%0.08%Q4 2020Q4 20215
Kingsview Wealth Management, LLC 310.01%0.02%0.04%Q2 2021Q3 20235
AIGEN INVESTMENT MANAGEMENT, LP 210.07%0.15%0.36%Q1 2020Q4 20225
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
ProVise Management Group, LLC 550.10%0.11%0.13%Q2 2013Q2 20145
Brookstone Capital Management 320.00%0.01%0.01%Q2 2015Q4 20225
Wilmington Trust Investment Management, LLC 550.04%0.06%0.07%Q2 2013Q2 20145
Madison Asset Management, LLC 550.07%0.08%0.11%Q4 2019Q4 20205
Machina Capital S.A.S. 550.10%0.29%0.57%Q4 2018Q4 20195
FIRST HORIZON CORP 410.05%0.08%0.10%Q2 2013Q2 20215
Pine River Capital Management L.P. 410.00%0.01%0.01%Q3 2014Q1 20165
REYNOLDS CAPITAL MANAGEMENT LLC 550.10%0.19%0.38%Q2 2013Q2 20145
FRONTIER CAPITAL MANAGEMENT CO LLC 550.00%0.00%0.00%Q1 2014Q1 20155
TRUEWEALTH LLC 440.00%0.00%0.00%Q4 2017Q3 20184
MAVERICK CAPITAL LTD 210.01%0.04%0.08%Q4 2016Q2 20204
MENORA MIVTACHIM HOLDINGS LTD. 441.35%1.46%1.78%Q4 2017Q3 20184
Hanlon Investment Management, Inc. 210.35%0.36%0.38%Q4 2015Q1 20174
Confluence Wealth Services, Inc. 310.01%0.06%0.09%Q4 2021Q3 20234
Heartland Bank & Trust Co 440.15%0.16%0.17%Q4 2022Q3 20234
INVESTMENT CENTERS OF AMERICA INC 440.04%0.05%0.06%Q4 2016Q3 20174
GUARDIAN INVESTMENT MANAGEMENT 440.30%0.39%0.47%Q1 2017Q4 20174
Life Planning Partners, Inc 440.01%0.01%0.01%Q4 2021Q3 20224
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Pensionfund DSM Netherlands 220.04%0.24%0.45%Q2 2018Q4 20214
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Empowered Funds, LLC 210.03%0.27%0.69%Q1 2017Q3 20234
Farmers National Bank 310.01%0.01%0.02%Q4 2017Q1 20194
Winfield Associates, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
Bayesian Capital Management, LP 110.02%0.15%0.28%Q2 2016Q1 20234
SIMMONS FIRST TRUST CO NA 310.01%0.03%0.05%Q4 2014Q4 20154
New Century Advisors, LLC 440.25%0.28%0.32%Q4 2021Q3 20224
Wilmington Trust, National Association 440.00%0.01%0.01%Q3 2013Q2 20144
PointState Capital LP 220.04%0.53%1.31%Q4 2016Q1 20184
AGF MANAGEMENT LTD 440.00%0.03%0.05%Q4 2022Q3 20234
Realta Investment Advisors 440.01%0.01%0.02%Q1 2019Q4 20194
Kelman-Lazarov, Inc. 440.02%0.03%0.06%Q1 2016Q4 20164
Hennion & Walsh Asset Management, Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
MIRABELLA FINANCIAL SERVICES LLP 210.04%0.12%0.27%Q3 2020Q3 20224
Landsberg, Bennett, & Dubbaneh LLC 440.50%0.57%0.63%Q1 2019Q4 20194
Bridgecreek Investment Management, LLC 440.92%1.19%1.34%Q3 2013Q2 20144
HIGHLAND CAPITAL MANAGEMENT LP 310.08%0.43%1.04%Q4 2016Q2 20184
Kore Private Wealth LLC 310.00%0.01%0.02%Q4 2019Q3 20214
FORTEM FINANCIAL GROUP, LLC 310.00%0.14%0.22%Q4 2020Q3 20234
Waratah Capital Advisors Ltd. 310.03%0.15%0.29%Q1 2017Q2 20184
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2020Q3 20214
SAC Capital Advisors LP 440.00%0.01%0.02%Q2 2013Q1 20144
DUBUQUE BANK & TRUST CO 440.01%0.01%0.01%Q3 2013Q2 20144
Capital Directions Investment Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
Harvest Portfolios Group Inc. 440.20%0.21%0.23%Q4 2022Q3 20234
Lansing Street Advisors 440.14%0.21%0.28%Q1 2022Q4 20224
Fund Management at Engine No. 1 LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Algebris Investments (UK) LLP 310.04%0.27%0.66%Q2 2014Q1 20174
Bleakley Financial Group, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Tradeworx Inc. 210.10%0.25%0.40%Q1 2013Q2 20144
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
Stratos Wealth Partners, LTD. 210.01%0.01%0.02%Q4 2017Q4 20214
Invictus RG 310.00%0.06%0.09%Q2 2016Q2 20174
DecisionPoint Financial, LLC 440.10%0.11%0.14%Q4 2022Q3 20234
SITTNER & NELSON, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Concorde Asset Management, LLC 310.09%0.18%0.29%Q3 2015Q3 20164
Bellwether Advisors, LLC 310.00%0.00%0.00%Q3 2021Q1 20234
Mercer Capital Advisers, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
First Trust Direct Indexing L.P. 440.02%0.03%0.03%Q3 2022Q2 20234
F&C Asset Management plc 440.01%0.32%0.53%Q2 2013Q1 20144
Dana Investment Advisors, Inc. 310.04%0.34%1.00%Q2 2013Q1 20174
Ruedi Wealth Management, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
tru Independence LLC 310.00%0.00%0.00%Q4 2019Q4 20204
KOCH INDUSTRIES INC 440.10%0.14%0.22%Q2 2017Q1 20184
CRAMER ROSENTHAL MCGLYNN LLC 441.06%1.73%2.14%Q1 2014Q4 20144
Hayden Royal, LLC 220.07%0.13%0.19%Q4 2018Q1 20204
Alpine Global Management, LLC 110.06%1.01%3.20%Q4 2013Q2 20154
VALLEY WEALTH MANAGERS, INC. 440.00%0.00%0.00%Q2 2022Q1 20234
AMJ Financial Wealth Management 310.81%2.66%3.40%Q2 2021Q3 20234
AXS Investments LLC 310.02%0.07%0.12%Q3 2021Q1 20234
RE Dickinson Investment Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Capula Management Ltd 110.00%0.01%0.02%Q3 2021Q1 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 440.07%0.09%0.10%Q4 2022Q3 20234
CERTUITY, LLC 440.20%0.26%0.35%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.01%0.02%Q4 2022Q3 20234
PYA Waltman Capital, LLC 440.08%0.08%0.09%Q4 2021Q3 20224
Detalus Advisors, LLC 440.08%0.10%0.14%Q4 2019Q3 20204
Black Maple Capital Management LP 330.07%0.42%1.31%Q1 2023Q3 20234
ADVANCE CAPITAL I INC 310.32%0.41%0.52%Q4 2014Q2 20164
VSR Financial Services, Inc. 440.02%0.03%0.03%Q4 2013Q3 20144
QCI ASSET MANAGEMENT INC/NY 310.00%0.97%1.34%Q3 2015Q3 20214
EXCHANGE TRADED CONCEPTS, LLC 110.00%0.10%0.40%Q4 2019Q1 20234
GARGOYLE INVESTMENT ADVISOR L.L.C. 440.36%0.51%0.63%Q2 2016Q1 20174
Alpha DNA Investment Management LLC 310.01%0.37%0.56%Q1 2021Q1 20234
Asio Capital, LLC 441.14%1.27%1.48%Q1 2020Q4 20204
WELD CAPITAL MANAGEMENT LLC 310.07%0.15%0.31%Q1 2019Q1 20214
Achievement Holdings L.P. 440.40%1.03%1.76%Q4 2014Q3 20154
Meeder Advisory Services, Inc. 440.02%0.03%0.05%Q4 2022Q3 20234
HighPoint Advisor Group LLC 440.08%0.15%0.23%Q3 2016Q2 20174
ALPINE ASSOCIATES ADVISORS 210.55%0.83%1.59%Q2 2013Q3 20144
Quad-Cities Investment Group, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
WEBSTER BANK, N. A. 440.00%0.00%0.00%Q4 2022Q3 20234
RMR Wealth Builders 210.01%0.01%0.01%Q4 2019Q1 20214
VERNIER CAPITAL PARTNERS, LP 442.71%3.39%4.14%Q4 2017Q3 20184
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Winton Capital Management Ltd 440.12%0.17%0.22%Q2 2013Q1 20144
Spectrum Financial Alliance Ltd LLC 440.01%0.01%0.01%Q1 2018Q4 20184
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 310.12%0.15%0.22%Q1 2018Q2 20194
Avalon Investment & Advisory 440.53%0.56%0.58%Q2 2013Q1 20144
DoubleLine ETF Adviser LP 440.08%0.10%0.15%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Gupta Wealth Management LLC 440.00%0.01%0.01%Q2 2015Q1 20164
New England Capital Financial Advisors LLC 440.07%0.08%0.10%Q4 2022Q3 20234
AllGen Financial Advisors, Inc. 310.24%0.26%0.29%Q3 2021Q3 20224
BlueMar Capital Management, LLC 441.88%3.59%4.68%Q4 2013Q3 20144
PERRITT CAPITAL MANAGEMENT INC 440.03%0.03%0.04%Q4 2022Q3 20234
Financial Partners Group, LLC 440.47%0.53%0.67%Q4 2022Q3 20234
Parkwood LLC 440.03%0.04%0.05%Q1 2017Q4 20174
VIAWEALTH, LLC 440.39%0.45%0.56%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.26%0.30%0.37%Q4 2022Q3 20234
TCG Advisory Services, LLC 310.11%0.15%0.17%Q1 2022Q1 20234
Centre Asset Management, LLC 311.52%1.64%2.00%Q4 2016Q2 20194
Antonetti Capital Management LLC 440.00%0.00%0.00%Q2 2013Q1 20144
USCA RIA LLC 210.04%0.14%0.22%Q3 2018Q1 20204
Palogic Value Management, L.P. 440.13%0.14%0.17%Q4 2022Q3 20234
Premia Global Advisors, LLC 310.01%0.02%0.03%Q4 2017Q1 20194
Nalls Sherbakoff Group, LLC 310.16%0.73%0.97%Q4 2018Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.01%Q1 2022Q4 20224
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.02%0.02%Q4 2020Q3 20214
Investment Management Corp of Ontario 440.04%0.06%0.08%Q4 2022Q3 20234
WADDELL & REED FINANCIAL INC 310.00%0.01%0.05%Q1 2015Q1 20194
Vest Financial, LLC 440.06%0.30%0.48%Q4 2022Q3 20234
Intercontinental Wealth Advisors, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Live Oak Investment Partners 440.00%0.00%0.01%Q4 2022Q3 20234
BHK Investment Advisors, LLC 310.08%0.25%0.41%Q1 2019Q3 20234
BCR Wealth Strategies, LLC 440.03%0.03%0.03%Q4 2021Q3 20224
Weiss Asset Management LP 440.01%0.01%0.01%Q4 2018Q3 20194
BANQUE PICTET & CIE SA 220.01%0.01%0.02%Q4 2021Q3 20234
Financial Sense Advisors, Inc. 440.86%1.53%2.09%Q3 2017Q2 20184
Banco Santander, S.A. 210.01%0.04%0.08%Q2 2017Q3 20214
Mizuho Securities Co. Ltd. 440.00%0.06%0.15%Q4 2018Q3 20194
SIMON QUICK ADVISORS, LLC 310.00%0.01%0.02%Q4 2019Q3 20214
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 440.07%0.13%0.16%Q4 2017Q3 20184
HIGH POINT BANK & TRUST CO 440.00%0.00%0.00%Q2 2013Q1 20144
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.01%0.01%0.01%Q4 2017Q3 20184
Cravens & Co Advisors, LLC 440.28%0.30%0.35%Q4 2022Q3 20234
Lakewood Asset Management LLC 441.08%1.23%1.54%Q4 2022Q3 20234
Lenox Wealth Management, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
TWINBEECH CAPITAL LP 220.04%0.21%0.63%Q1 2021Q1 20224
Riverwater Partners LLC 440.35%0.44%0.69%Q4 2021Q3 20224
PATTON FUND MANAGEMENT, INC. 210.07%0.10%0.14%Q1 2021Q3 20234
AM Squared Ltd 440.07%0.22%0.29%Q4 2022Q3 20234
LUTS & GREENLEIGH GROUP, INC 440.24%0.26%0.30%Q4 2022Q3 20234
Y-Intercept (Hong Kong) Ltd 210.04%0.11%0.16%Q4 2021Q3 20234
Orbitronix, LP 330.23%0.44%0.62%Q1 2015Q3 20154
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.05%0.17%Q4 2020Q1 20234
Archipel Asset Management AB 442.11%2.27%2.40%Q4 2013Q3 20144
BAROMETER CAPITAL MANAGEMENT INC. 220.29%0.64%1.18%Q4 2017Q1 20214
ANALYTIC INVESTORS, LLC 210.00%0.02%0.03%Q2 2013Q3 20164
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
First Heartland Consultants, Inc. 330.01%0.02%0.03%Q2 2021Q4 20213
Jaffetilchin Investment Partners, LLC 330.09%0.09%0.10%Q1 2018Q3 20183
Firefly Value Partners, LP 334.75%5.20%5.97%Q2 2013Q4 20133
L & S Advisors Inc 330.04%0.11%0.15%Q4 2016Q2 20173
GTS SECURITIES LLC 110.00%0.00%0.01%Q3 2023Q3 20233
Compass Efficient Model Portfolios, LLC 330.01%0.15%0.38%Q2 2013Q4 20133
Hexavest Inc. 330.00%0.16%0.48%Q4 2019Q2 20203
Narwhal Capital Management 220.00%0.04%0.07%Q4 2022Q1 20233
Ionic Capital Management LLC 210.37%0.55%0.90%Q1 2015Q4 20203
Financial Gravity Companies, Inc. 210.00%0.01%0.02%Q4 2017Q4 20183
LMR Master Fund Ltd 330.11%0.40%0.59%Q2 2013Q4 20133
Gerstein Fisher 210.02%0.02%0.03%Q3 2015Q3 20163
Absolute Return Capital, LLC 330.01%0.02%0.03%Q1 2014Q3 20143
Rotella Capital Management, Inc. 210.10%0.21%0.43%Q1 2015Q4 20153
EMERALD MUTUAL FUND ADVISERS TRUST 210.01%0.01%0.03%Q2 2020Q3 20233
MKP Capital Management, L.L.C. 330.41%0.68%1.23%Q1 2021Q3 20213
Artemis Investment Management LLP 210.12%0.19%0.31%Q4 2016Q1 20213
MANGROVE PARTNERS IM, LLC 330.62%0.64%0.67%Q1 2023Q3 20233
Corvex Management LP 220.48%0.95%1.45%Q1 2017Q2 20173
TEGEAN CAPITAL MANAGEMENT, LLC 330.20%0.30%0.39%Q1 2015Q3 20153
Ignis Investment Services Ltd 331.06%1.13%1.20%Q4 2013Q2 20143
Family Management Corp 330.10%0.11%0.12%Q4 2013Q2 20143
Pendal Group Ltd 110.00%0.00%0.01%Q2 2017Q2 20213
SCOTIA CAPITAL INC. 330.01%0.01%0.01%Q3 2022Q1 20233
Hudock, Inc. 210.00%0.01%0.01%Q4 2013Q3 20223
VICUS CAPITAL 330.14%0.15%0.17%Q1 2017Q3 20173
Sippican Capital Advisors 330.19%0.34%0.41%Q3 2014Q1 20153
Jane Street Holding, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 210.04%0.05%0.06%Q4 2018Q3 20223
Polar Asset Management Partners Inc. 210.00%0.01%0.01%Q1 2021Q4 20213
A. D. Beadell Investment Counsel, Inc. 331.02%1.17%1.42%Q2 2018Q4 20183
Ergoteles LLC 110.03%0.12%0.27%Q3 2020Q3 20223
CTC Alternative Strategies, Ltd. 210.04%0.08%0.12%Q2 2013Q2 20143
Advisory Alpha, LLC 210.00%0.00%0.00%Q1 2019Q4 20193
Matarin Capital Management, LLC 330.04%0.10%0.14%Q2 2018Q4 20183
Capstone Investment Advisors (Netherlands), B.V. 330.54%0.71%0.82%Q4 2016Q2 20173
Polaris Wealth Advisory Group, LLC 210.25%0.99%1.38%Q4 2019Q1 20213
Legg Mason Asset Management (Japan) Co., Ltd. 330.67%0.70%0.72%Q2 2021Q4 20213
BIP Wealth, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
BLUE ARROW CAPITAL MANAGEMENT LLC 210.10%0.39%0.61%Q2 2014Q1 20153
Crosspoint Capital Strategies, LLC 330.00%1.96%3.00%Q4 2016Q2 20173
Belmont Global Advisors, Inc. 330.29%0.36%0.43%Q2 2015Q4 20153
Advisors Preferred, LLC 210.00%0.02%0.06%Q3 2014Q1 20163
Majedie Asset Management Ltd 330.50%0.69%0.86%Q2 2015Q4 20153
Amica Retiree Medical Trust 210.05%0.06%0.06%Q2 2016Q2 20193
Apex Capital Management 330.01%0.01%0.01%Q2 2013Q4 20133
Taylor Wealth Management Partners 330.04%0.04%0.04%Q2 2018Q4 20183
Ardevora Asset Management LLP 330.76%0.86%0.97%Q2 2021Q4 20213
SSI INVESTMENT MANAGEMENT LLC 330.05%0.07%0.10%Q3 2013Q1 20143
AlphaStar Capital Management, LLC 330.03%0.04%0.05%Q2 2022Q4 20223
Hedeker Wealth, LLC 330.08%0.09%0.09%Q2 2022Q4 20223
Donald L. Hagan, LLC 330.72%0.80%0.95%Q2 2019Q4 20193
WATER ISLAND CAPITAL LLC 330.00%0.00%0.00%Q4 2015Q2 20163
River Wealth Advisors LLC 330.01%0.01%0.01%Q2 2018Q4 20183
BRASADA CAPITAL MANAGEMENT, LP 210.02%0.09%0.13%Q1 2021Q1 20223
Lido Advisors, LLC 210.00%0.00%0.01%Q4 2020Q3 20233
COUNTRY TRUST BANK 210.00%0.01%0.01%Q2 2014Q3 20183
STRYCKER VIEW CAPITAL LLC 334.35%6.56%8.47%Q4 2016Q2 20173
Brightworth 330.04%0.04%0.04%Q3 2017Q1 20183
Signition LP 330.27%0.34%0.40%Q4 2017Q2 20183
Integrated Investment Consultants, LLC 210.00%0.06%0.09%Q1 2016Q4 20223
Folger Hill Asset Management LP 110.04%0.10%0.13%Q3 2016Q4 20173
Traynor Capital Management, Inc. 330.13%0.22%0.37%Q4 2014Q2 20153
Horan Securities, Inc. 210.00%0.01%0.01%Q3 2020Q2 20233
WEST BANCORPORATION INC 330.01%0.01%0.02%Q4 2021Q2 20223
Bellwether Investment Group, LLC 210.13%0.14%0.16%Q2 2016Q1 20173
OneDigital Investment Advisors LLC 210.00%0.00%0.00%Q1 2019Q3 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Jafra Capital Management LP 210.44%0.86%1.50%Q4 2016Q1 20183
Mutual Advisors, LLC 330.02%0.02%0.02%Q4 2020Q2 20213
CULLINAN ASSOCIATES INC 330.07%0.08%0.09%Q4 2022Q2 20233
TIAA, FSB 330.00%0.00%0.00%Q4 2017Q2 20183
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
BLUEFIN CAPITAL MANAGEMENT, LLC 110.01%0.02%0.02%Q4 2020Q4 20213
DENALI ADVISORS LLC 330.01%0.01%0.01%Q1 2021Q3 20213
EnTrust Global Partners Offshore LP 330.30%0.44%0.58%Q1 2018Q3 20183
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Ballew Advisors, Inc 330.06%0.06%0.07%Q1 2018Q3 20183
Tibra Equities Europe Ltd 210.09%0.11%0.15%Q2 2018Q4 20193
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.00%0.01%0.01%Q2 2013Q4 20133
1834 INVESTMENT ADVISORS CO 210.00%0.00%0.01%Q4 2017Q3 20193
F3Logic, LLC 330.04%0.05%0.06%Q4 2018Q2 20193
Integrated Wealth Concepts LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Atom Investors LP 110.02%0.16%0.39%Q1 2019Q3 20223
Unigestion Holding SA 330.01%0.01%0.02%Q4 2018Q2 20193
Nachman Norwood & Parrott, Inc 210.01%0.03%0.04%Q3 2020Q2 20213
PRW Wealth Management LLC 210.01%0.15%0.44%Q4 2018Q2 20213
FIRST COMMUNITY TRUST NA 330.01%0.01%0.01%Q4 2021Q2 20223
JUMP TRADING, LLC 210.01%0.06%0.15%Q3 2019Q2 20203
OSTRUM ASSET MANAGEMENT 330.08%0.12%0.20%Q1 2023Q3 20233
Keudell/Morrison Wealth Management 330.08%0.10%0.12%Q2 2020Q4 20203
Cinctive Capital Management LP 330.09%0.24%0.43%Q2 2021Q4 20213
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Capital Advisory Group Advisory Services, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Goodwin Investment Advisory 210.01%0.01%0.01%Q1 2022Q4 20223
Aquatic Capital Management LLC 210.02%0.04%0.06%Q2 2022Q2 20233
Westshore Wealth, LLC 330.14%0.15%0.15%Q2 2022Q4 20223
Rosenberg Matthew Hamilton 330.00%0.00%0.00%Q1 2023Q3 20233
Advisor Resource Council 110.18%0.19%0.22%Q2 2021Q2 20223
rhino investment partners, Inc 210.82%5.62%8.17%Q3 2021Q2 20233
Jump Financial, LLC 210.03%0.06%0.11%Q4 2020Q3 20223
Coppell Advisory Solutions LLC 210.00%0.01%0.02%Q4 2022Q3 20233
CHILDRESS CAPITAL ADVISORS, LLC 210.00%0.09%0.14%Q4 2020Q2 20223
DARK FOREST CAPITAL MANAGEMENT LP 210.01%0.03%0.08%Q2 2021Q1 20233
Optiver Holding B.V. 330.00%0.00%0.00%Q3 2021Q1 20223
Applied Capital LLC 210.17%0.19%0.22%Q1 2021Q4 20213
BUCKINGHAM STRATEGIC PARTNERS, LLC 210.02%0.07%0.15%Q3 2022Q3 20233
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
CoreCap Advisors, LLC 110.01%0.01%0.02%Q4 2021Q4 20223
STRATEGIC VALUE BANK PARTNERS LLC 333.33%3.47%3.74%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 330.11%0.13%0.15%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.10%0.11%0.12%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
RFP Financial Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
MONETA GROUP INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Commonwealth Retirement Investments LLC 330.59%0.66%0.74%Q4 2022Q2 20233
Richard W. Paul & Associates, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Arista Wealth Management, LLC 330.07%0.10%0.14%Q4 2022Q2 20233
MRP Capital Investments, LLC 330.02%0.09%0.22%Q4 2022Q2 20233
Moran Wealth Management, LLC 330.29%0.61%0.77%Q4 2022Q2 20233
LBP AM SA 210.01%0.06%0.17%Q4 2022Q3 20233
ENDEX CAPITAL MANAGEMENT LLC 330.14%0.14%0.15%Q2 2013Q4 20133
MARINO, STRAM & ASSOCIATES LLC 330.00%0.00%0.00%Q2 2018Q4 20183
ADVENT CAPITAL MANAGEMENT /DE/ 210.01%0.02%0.03%Q4 2016Q3 20183
CAPITAL CITY TRUST CO/FL 330.09%0.09%0.09%Q2 2013Q4 20133
CHURCHILL MANAGEMENT Corp 210.01%0.03%0.06%Q1 2014Q2 20153
PIN OAK INVESTMENT ADVISORS INC 330.02%0.03%0.04%Q1 2023Q3 20233
SPOT TRADING L.L.C. 110.00%0.00%0.01%Q2 2017Q2 20173
FIRST HAWAIIAN BANK 330.01%0.03%0.04%Q3 2018Q1 20193
AMICA MUTUAL INSURANCE CO 210.05%0.06%0.06%Q2 2016Q2 20193
CALDWELL & ORKIN INC 211.00%1.37%1.80%Q1 2014Q2 20153
PECONIC PARTNERS LLC 210.05%0.10%0.19%Q4 2019Q4 20203
WEXFORD CAPITAL LP 110.03%0.10%0.22%Q2 2013Q2 20233
BAR HARBOR WEALTH MANAGEMENT 330.02%0.02%0.02%Q1 2013Q3 20133
WILMINGTON TRUST CO 210.00%0.01%0.02%Q3 2013Q2 20143
LANDAAS & CO /WI /ADV 210.00%0.00%0.00%Q3 2017Q2 20183
CCM INVESTMENT ADVISERS LLC 331.16%1.36%1.55%Q1 2022Q3 20223
GLG INC. 330.02%0.03%0.03%Q2 2013Q4 20133
STELLIAM INVESTMENT MANAGEMENT, LP 331.26%1.32%1.36%Q3 2013Q1 20143
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
140 Summer Partners LP 226.34%7.87%9.40%Q3 2022Q4 20222
Compton Wealth Advisory Group, LLC 220.09%0.10%0.12%Q1 2022Q2 20222
MIZUHO MARKETS AMERICAS LLC 110.07%0.07%0.07%Q1 2023Q3 20232
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
EAGLE GLOBAL ADVISORS LLC 220.01%0.01%0.01%Q1 2017Q2 20172
NORTHPOINTE CAPITAL LLC 220.06%0.09%0.12%Q2 2013Q3 20132
qPULA Trading Management LP 111.10%1.48%1.87%Q2 2021Q3 20222
Planned Solutions, Inc. 220.06%0.06%0.07%Q3 2020Q4 20202
Oak Thistle LLC 110.17%0.51%0.85%Q4 2021Q1 20232
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q2 2022Q1 20232
F/M Investments LLC 220.14%0.15%0.16%Q4 2020Q1 20212
Spartan Planning & Wealth Management 220.21%0.22%0.22%Q3 2022Q4 20222
Polar Capital Holdings Plc 110.04%0.04%0.04%Q1 2022Q4 20222
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q4 20232
STABLEFORD CAPITAL II LLC 220.16%0.19%0.22%Q2 2023Q3 20232
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BUCKHEAD CAPITAL MANAGEMENT LLC 110.07%0.10%0.12%Q2 2013Q4 20182
TKG Advisors, LLC 221.52%1.62%1.71%Q4 2021Q1 20222
Golden State Equity Partners 220.25%0.26%0.26%Q4 2020Q1 20212
All Terrain Financial Advisors, LLC 110.07%0.07%0.08%Q4 2017Q2 20182
MANA Advisors LLC 110.28%0.38%0.49%Q1 2018Q2 20202
MBL Wealth, LLC 110.06%0.08%0.10%Q3 2021Q1 20222
Interchange Capital Partners, LLC 220.09%0.12%0.15%Q4 2020Q1 20212
Legacy Financial Advisors, Inc. 220.00%0.01%0.01%Q4 2018Q1 20192
DENVER INVESTMENT ADVISORS LLC 220.07%0.12%0.16%Q1 2014Q2 20142
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Holistic Financial Partners 220.01%0.01%0.02%Q4 2017Q1 20182
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
First Command Advisory Services, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Columbus Macro, LLC 220.50%0.51%0.52%Q2 2023Q3 20232
Pinnacle Wealth Planning Services, Inc. 110.01%0.05%0.09%Q4 2020Q1 20232
Bridgefront Capital, LLC 220.06%0.09%0.13%Q4 2020Q1 20212
Gordian Capital Singapore Pte Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Cowen Prime Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Exos TFP Holdings LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Icon Wealth Partners, LLC 110.00%0.01%0.03%Q1 2019Q3 20232
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.02%Q1 2023Q3 20232
Taika Capital, LP 222.83%3.14%3.44%Q2 2022Q3 20222
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Bogart Wealth, LLC 110.00%0.01%0.01%Q3 2021Q3 20232
Herold Advisors, Inc. 110.03%0.03%0.03%Q3 2021Q1 20222
BOSTON PROVIDENT, L.P. 222.07%2.51%2.96%Q2 2015Q3 20152
Ameritas Advisory Services, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Randolph Co Inc 221.08%1.22%1.36%Q4 2015Q1 20162
Counterpoint Mutual Funds LLC 220.11%0.14%0.18%Q4 2022Q1 20232
RITHOLTZ WEALTH MANAGEMENT 110.06%0.06%0.07%Q3 2022Q1 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.01%Q4 2021Q1 20222
SCOUT INVESTMENTS, INC. 220.58%0.74%0.90%Q3 2014Q4 20142
Shepherd Financial Partners LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Western Pacific Wealth Management, LP 220.02%0.03%0.04%Q3 2022Q4 20222
KINGDON CAPITAL MANAGEMENT, L.L.C. 111.18%1.40%1.62%Q1 2017Q4 20172
First Command Financial Services, Inc. 110.00%0.00%0.01%Q4 2020Q2 20232
First Command Bank 110.00%0.00%0.01%Q4 2020Q2 20232
Chiron Investment Management, LLC 220.08%0.09%0.10%Q3 2022Q4 20222
Delphi Private Advisors LLC 110.00%0.00%0.00%Q4 2015Q3 20162
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q2 20232
Paragon Wealth Strategies, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.02%Q4 2022Q3 20232
Emerald Acquisition Ltd. 220.05%0.05%0.05%Q2 2016Q3 20162
LGT Group Foundation 220.39%0.43%0.47%Q4 2022Q1 20232
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
VIKING FUND MANAGEMENT LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Crow Point Partners, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
iSAM Funds (UK) Ltd 110.52%0.70%0.89%Q4 2022Q2 20232
Fortitude Advisory Group L.L.C. 220.07%0.07%0.08%Q4 2021Q1 20222
Astoria Portfolio Advisors LLC. 220.11%0.13%0.15%Q3 2022Q4 20222
SHAPIRO ROBERT N 110.00%0.00%0.00%Q1 2014Q4 20142
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.00%Q4 2022Q1 20232
Global Assets Advisory, LLC 220.23%0.23%0.23%Q3 2022Q4 20222
V-Square Quantitative Management LLC 220.10%0.12%0.14%Q2 2023Q3 20232
Psagot Value Holdings Ltd. 220.02%0.04%0.08%Q2 2021Q3 20212
Appaloosa LP 221.87%1.99%2.10%Q4 2016Q1 20172
HUSSMAN STRATEGIC ADVISORS, INC. 220.37%0.46%0.55%Q3 2017Q4 20172
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.01%Q3 2022Q3 20232
Cyndeo Wealth Partners, LLC 220.02%0.03%0.04%Q4 2022Q1 20232
Roble, Belko & Company, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
COWEN INC. 220.03%0.06%0.10%Q4 2013Q1 20142
Financial Enhancement Group LLC 220.00%0.00%0.00%Q1 2018Q2 20182
New Hampshire Trust 220.03%0.04%0.04%Q4 2022Q1 20232
Trifecta Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Kavi Asset Management, LP 222.55%3.01%3.47%Q4 2017Q1 20182
Fidelis Capital Partners, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
West Oak Capital, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Pensionfund Sabic 220.53%0.53%0.53%Q2 2018Q3 20182
Madison Street Partners, LLC 220.40%0.53%0.65%Q4 2013Q1 20142
Nicholas Investment Partners, LP 110.30%0.43%0.56%Q4 2015Q2 20202
Grey Fox Wealth Advisors, LLC 220.01%0.02%0.03%Q4 2022Q1 20232
WHITEBOX ADVISORS LLC 220.35%0.36%0.37%Q1 2015Q2 20152
Beverly Hills Private Wealth, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.02%Q3 2022Q4 20222
TIFF ADVISORY SERVICES, LLC 220.39%0.41%0.42%Q2 2013Q3 20132
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 220.18%0.19%0.19%Q2 2017Q3 20172
iA Global Asset Management Inc. 220.00%0.01%0.01%Q2 2023Q3 20232
Quotient Investors, LLC 220.52%0.73%0.93%Q2 2017Q3 20172
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.05%0.08%Q2 2017Q3 20232
Sunbelt Securities, Inc. 220.02%0.02%0.02%Q3 2019Q4 20192
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
JUNCTURE WEALTH STRATEGIES, LLC 220.12%0.12%0.14%Q3 2022Q4 20222
DOW CHEMICAL CO /DE/ 220.08%0.10%0.13%Q2 2015Q3 20152
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
SENTINEL TRUST CO LBA 220.01%0.01%0.01%Q1 2016Q2 20162
CURIAN CAPITAL LLC 220.02%0.02%0.02%Q1 2014Q2 20142
NorthRock Partners, LLC 220.03%0.04%0.05%Q3 2019Q4 20192
Newfound Research LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Industrial Alliance Investment Management Inc. 110.01%0.01%0.02%Q3 2022Q1 20232
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q3 20132
INFRASTRUCTURE CAPITAL ADVISORS, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Graticule Asia Macro Advisors LLC 110.26%0.33%0.40%Q1 2015Q4 20162
CSS LLC/IL 220.04%0.04%0.04%Q2 2023Q3 20232
BTC Capital Management, Inc. 220.42%0.42%0.43%Q2 2023Q3 20232
COHEN & STEERS, INC. 110.02%0.02%0.02%Q2 2015Q1 20182
IMC-Chicago, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
FAGAN ASSOCIATES, INC. 220.39%0.47%0.55%Q1 2014Q2 20142
First American Bank 220.17%0.18%0.20%Q1 2021Q2 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
EverPoint Asset Management, LLC 110.05%0.15%0.24%Q3 2014Q1 20162
Malaga Cove Capital, LLC 221.11%1.16%1.22%Q2 2014Q3 20142
Family Firm, Inc. 220.04%0.05%0.06%Q4 2019Q1 20202
QUANTRES ASSET MANAGEMENT Ltd 110.09%0.13%0.18%Q3 2014Q4 20182
MANNING & NAPIER ADVISORS LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Schonfeld Group Holdings LLC 110.05%0.07%0.08%Q4 2013Q4 20152
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q1 2018Q2 20202
B. Riley Wealth Management, Inc. 220.02%0.02%0.02%Q1 2020Q2 20202
Covenant Multifamily Offices, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
Epoch Investment Partners, Inc. 220.32%0.32%0.33%Q2 2023Q3 20232
Ziegler Capital Management, LLC 220.01%0.16%0.31%Q2 2013Q3 20132
FIRST FINANCIAL CORP /IN/ 220.00%0.00%0.00%Q3 2019Q4 20192
Graham Capital Management, L.P. 110.02%0.04%0.06%Q1 2023Q3 20232
Thor Advisors, LLC 110.06%0.48%0.89%Q1 2019Q3 20192
Sterling Ridge Capital Management LP 220.35%0.52%0.69%Q4 2015Q1 20162
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Tuttle Capital Management, LLC 110.28%0.31%0.33%Q4 2016Q4 20202
Carlson Capital Management 220.04%0.05%0.05%Q2 2013Q3 20132
Willingdon Wealth Management 110.00%0.00%0.00%Q4 2017Q3 20192
Headlands Technologies LLC 220.01%0.02%0.03%Q2 2023Q3 20232
ASSET PLANNING CORPORATION 220.19%0.20%0.20%Q3 2021Q4 20212
Bowling Portfolio Management LLC 110.03%0.21%0.39%Q2 2013Q3 20222
Appaloosa Management 220.78%0.82%0.85%Q1 2015Q2 20152
FNY Partners Fund LP 110.01%0.01%0.01%Q1 2017Q4 20172
Regal Investment Advisors LLC 220.02%0.03%0.03%Q2 2016Q3 20162
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q1 20162
Filament LLC 220.16%0.17%0.18%Q1 2015Q2 20152
Invictus RG Pte. Ltd. 110.02%0.02%0.02%Q2 2013Q1 20142
CAPITAL MANAGEMENT ASSOCIATES /NY/ 220.03%0.03%0.03%Q4 2022Q1 20232
NORTHERN TRUST CO OF CONNECTICUT 220.08%0.09%0.10%Q2 2013Q3 20132
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.08%0.14%0.19%Q1 2014Q4 20222
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
BBVA USA 220.03%0.03%0.04%Q2 2021Q3 20212
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
AMICA PENSION FUND BOARD OF TRUSTEES 220.05%0.06%0.06%Q2 2016Q3 20162
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q2 20222
WASHINGTON TRUST BANK 220.00%0.01%0.02%Q3 2016Q4 20162
MOORE CAPITAL MANAGEMENT, LP 220.12%0.37%0.61%Q2 2014Q3 20142
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.06%0.07%0.09%Q3 2019Q4 20192
Sculptor Capital LP 110.02%0.03%0.03%Q4 2014Q1 20172
TLP GROUP LLC 110.01%0.04%0.07%Q4 2017Q3 20182
Passport Capital, LLC 110.00%0.37%0.73%Q1 2014Q4 20162
Holloway Wealth Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Parametrica Management Ltd 110.17%0.33%0.49%Q1 2017Q1 20202
TURNER INVESTMENTS LLC 220.02%0.04%0.06%Q2 2013Q3 20132
Ground Swell Capital, LLC 220.03%0.04%0.04%Q2 2014Q3 20142
Bluefin Trading, LLC 110.02%0.03%0.04%Q4 2014Q4 20192
Richard Bernstein Advisors LLC 220.02%0.04%0.06%Q4 2017Q1 20182
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 220.68%0.95%1.22%Q4 2013Q1 20142
MOODY ALDRICH PARTNERS LLC 220.22%0.26%0.31%Q3 2022Q4 20222
CHARTWELL INVESTMENT PARTNERS/PA 220.44%0.55%0.66%Q2 2013Q3 20132
Delek Group, Ltd. 220.04%0.04%0.04%Q4 2017Q1 20182
ARGI Investment Services, LLC 220.08%0.09%0.09%Q2 2020Q3 20202
BlueCrest Capital Management LLP 220.09%0.33%0.56%Q1 2014Q2 20142
Smart Portfolios, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q3 20162
Bronson Point Management LLC 111.20%1.68%2.17%Q2 2015Q2 20162
Fiera Capital Corp 220.01%0.01%0.02%Q3 2016Q4 20162
MCKINLEY CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q1 2017Q2 20172
ROTHSCHILD INVESTMENT LLC /IL 220.02%0.02%0.02%Q4 2018Q1 20192
Hoxton Financial, Inc. 110.01%0.01%0.01%Q2 2013Q4 20132
RIVER GLOBAL INVESTORS LLP 220.04%0.11%0.18%Q2 2013Q3 20132
ALERUS FINANCIAL NA 110.24%0.24%0.25%Q4 2022Q3 20232
COURIER CAPITAL LLC 110.04%0.04%0.05%Q3 2013Q2 20232
TD Capital Management LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Meadow Creek Wealth Advisors LLC 220.20%0.22%0.23%Q4 2021Q1 20222
Arkadios Wealth Advisors 220.00%0.00%0.00%Q4 2019Q1 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Blueprint Investment Partners LLC 220.05%0.05%0.05%Q3 2022Q4 20222
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
New Jersey Better Educational Savings Trust 110.37%0.38%0.39%Q1 2014Q4 20152
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Fourthstone LLC 220.09%0.72%1.35%Q1 2020Q2 20202
Inspire Advisors, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
Outlook Wealth Advisors, LLC 220.10%0.11%0.11%Q2 2019Q3 20192
Personal Wealth Partners 220.00%0.00%0.00%Q3 2019Q4 20192
CHASE INVESTMENT COUNSEL CORP 110.09%0.09%0.09%Q3 2023Q3 20231
R&F Capital Advisors LP 110.08%0.08%0.08%Q4 2016Q4 20161
ALLSTATE INVESTMENT MANAGEMENT CO 110.04%0.04%0.04%Q4 2022Q4 20221
PENSECO FINANCIAL SERVICES CORP 110.00%0.00%0.00%Q3 2013Q3 20131
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Banco BTG Pactual S.A. 110.47%0.47%0.47%Q1 2016Q1 20161
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
ADIRONDACK TRUST CO 110.00%0.00%0.00%Q2 2016Q2 20161
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q4 2017Q4 20171
TradeLink Capital LLC 110.25%0.25%0.25%Q3 2016Q3 20161
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2014Q2 20141
Alphadyne Asset Management LP 110.55%0.55%0.55%Q4 2017Q4 20171
Clark Capital Management Group, Inc. 110.62%0.62%0.62%Q3 2018Q3 20181
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
IMPAX ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Sageworth Trust Co 110.00%0.00%0.00%Q4 2022Q4 20221
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
K2 PRINCIPAL FUND, L.P. 110.07%0.07%0.07%Q3 2015Q3 20151
Blenheim Capital Management, L.L.C. 110.44%0.44%0.44%Q3 2014Q3 20141
Wealth Quarterback LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.37%0.37%0.37%Q1 2014Q1 20141
Blue Sky Asset Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q1 2021Q1 20211
Quarry LP 110.00%0.00%0.00%Q3 2023Q3 20231
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
WESTPORT RESOURCES MANAGEMENT INC 110.01%0.01%0.01%Q2 2016Q2 20161
Spectrum Management Group, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Longbow Finance SA 111.44%1.44%1.44%Q4 2022Q4 20221
Intersect Capital LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Aaron Wealth Advisors LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Partnervest Advisory Services LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Phocas Financial Corp. 110.01%0.01%0.01%Q2 2019Q2 20191
Marquette Asset Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Gunderson Capital Management Inc. 114.07%4.07%4.07%Q1 2021Q1 20211
National Wealth Management Group, LLC 110.41%0.41%0.41%Q3 2022Q3 20221
Atomi Financial Group, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
Gyon Technologies Capital Management, LP 110.60%0.60%0.60%Q3 2020Q3 20201
Impact Partnership Wealth, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
LJI Wealth Management, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Ramirez Asset Management, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
CXI Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 110.04%0.04%0.04%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.05%0.05%0.05%Q4 2021Q4 20211
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FULTON BREAKEFIELD BROENNIMAN LLC 110.04%0.04%0.04%Q1 2019Q1 20191
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Jump Trading, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
CenterStar Fund, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
AlphaOne Investment Services, LLC 110.55%0.55%0.55%Q1 2019Q1 20191
CENTAURUS FINANCIAL, INC. 110.04%0.04%0.04%Q4 2022Q4 20221
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
NORTHERN CAPITAL MANAGEMENT LLC 110.35%0.35%0.35%Q3 2013Q3 20131
CATAPULT CAPITAL MANAGEMENT LLC 110.05%0.05%0.05%Q4 2013Q4 20131
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
VIRGINIA RETIREMENT SYSTEM 110.00%0.00%0.00%Q1 2016Q1 20161
VILLERE ST DENIS J & CO LLC 110.01%0.01%0.01%Q2 2013Q2 20131
GETCO Holding Company, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Axiom Investment Management LLC 110.08%0.08%0.08%Q3 2022Q3 20221
Arvest Bank Trust Division 110.02%0.02%0.02%Q3 2021Q3 20211
MASTERS CAPITAL MANAGEMENT LLC 110.34%0.34%0.34%Q2 2015Q2 20151
NEW YORK LIFE TRUST CO 110.06%0.06%0.06%Q1 2015Q1 20151
VIKING GLOBAL INVESTORS LP 110.11%0.11%0.11%Q2 2013Q2 20131
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Prosiris Capital Management LP 110.77%0.77%0.77%Q3 2015Q3 20151
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
S. R. Schill & Associates 110.26%0.26%0.26%Q3 2018Q3 20181
SPRINGOWL ASSOCIATES LLC 113.61%3.61%3.61%Q2 2013Q2 20131
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
FIDUCIARY TRUST INTERNATIONAL LLC 110.03%0.03%0.03%Q4 2018Q4 20181
ARDSLEY ADVISORY PARTNERS LP 110.08%0.08%0.08%Q4 2014Q4 20141
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Eidelman Virant Capital 110.43%0.43%0.43%Q3 2013Q3 20131
Syntal Capital Partners, LLC 110.64%0.64%0.64%Q1 2021Q1 20211
Brevan Howard Capital Management LP 114.23%4.23%4.23%Q2 2015Q2 20151
Apriem Advisors 110.03%0.03%0.03%Q2 2016Q2 20161
GLG Partners LP 110.00%0.00%0.00%Q2 2015Q2 20151
BSW Wealth Partners 110.07%0.07%0.07%Q3 2022Q3 20221
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TradeLink Global Equity LLC 110.04%0.04%0.04%Q2 2014Q2 20141
MAPLELANE CAPITAL, LLC 110.10%0.10%0.10%Q4 2014Q4 20141
Paradigm Financial Partners, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Kepos Capital LP 110.09%0.09%0.09%Q1 2019Q1 20191
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q4 2016Q4 20161
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q2 2018Q2 20181
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q3 2023Q3 20231
ALPINE ASSOCIATES MANAGEMENT INC. 110.45%0.45%0.45%Q4 2014Q4 20141
ATALANTA SOSNOFF CAPITAL, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Lighthouse Investment Partners, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Sullivan, Bruyette, Speros & Blaney, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
NIPPON LIFE INSURANCE CO 110.01%0.01%0.01%Q3 2017Q3 20171
EDMUNDS WHITE PARTNERS LLC 114.27%4.27%4.27%Q2 2013Q2 20131
AT Bancorp 110.49%0.49%0.49%Q1 2015Q1 20151
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20131
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Waldron Private Wealth LLC 110.02%0.02%0.02%Q1 2023Q1 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Orinda Asset Management LLC 110.56%0.56%0.56%Q2 2013Q2 20131
Elkhorn Investments, LLC 111.08%1.08%1.08%Q4 2016Q4 20161
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q4 2015Q4 20151
Claar Advisors LLC 110.03%0.03%0.03%Q3 2016Q3 20161
GeoWealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
LUCUS ADVISORS LLC 110.07%0.07%0.07%Q1 2015Q1 20151
PIPER SANDLER & CO. 110.04%0.04%0.04%Q2 2014Q2 20141
TFS CAPITAL LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Shellback Capital, LP 110.62%0.62%0.62%Q4 2015Q4 20151
Long Pond Capital 111.34%1.34%1.34%Q2 2017Q2 20171
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Lehman Financial Resources, Inc. 110.01%0.01%0.01%Q3 2015Q3 20151
S.A.C. GLOBAL INVESTORS, LLP 115.62%5.62%5.62%Q2 2013Q2 20131
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q4 2013Q4 20131
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
Scoria Capital Partners LP 111.12%1.12%1.12%Q4 2015Q4 20151
Weil Company, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Three Corner Global Investors LP 110.71%0.71%0.71%Q3 2014Q3 20141
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
DRW Securities, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
INCEPTIONR LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Hardy Reed LLC 110.05%0.05%0.05%Q4 2022Q4 20221
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Strategic Investment Advisors / MI 110.04%0.04%0.04%Q3 2020Q3 20201
Amalgamated Financial Corp. 110.04%0.04%0.04%Q1 2022Q1 20221
NinePointTwo Capital LLC 110.08%0.08%0.08%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Cypress Point Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Emrys Partners, L.P. 114.41%4.41%4.41%Q1 2014Q1 20141
MQS Management LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Roc Capital Management, L.P. 110.40%0.40%0.40%Q2 2013Q2 20131
Alpha Cubed Investments, LLC 110.09%0.09%0.09%Q4 2013Q4 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q3 2022Q3 20221
SouthState Corp 110.00%0.00%0.00%Q3 2022Q3 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Indices-Pac Research Corp. 110.10%0.10%0.10%Q3 2013Q3 20131
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Monte Financial Group, LLC 111.46%1.46%1.46%Q3 2023Q3 20231
HBK Sorce Advisory LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MorganRosel Wealth Management, LLC 110.51%0.51%0.51%Q4 2018Q4 20181
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
RPg Family Wealth Advisory, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
CastleKnight Management LP 110.08%0.08%0.08%Q1 2023Q1 20231
Carmignac Gestion 110.00%0.00%0.00%Q3 2022Q3 20221
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.01%0.01%0.01%Q3 2018Q3 20181
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
GraniteShares Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Journey Advisory Group, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Clearview Wealth Advisors LLC 110.03%0.03%0.03%Q1 2021Q1 20211
InterOcean Capital Group, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Principle Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
My Legacy Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
FORA Capital, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Whitnell & Co. 110.01%0.01%0.01%Q1 2018Q1 20181
Mach-1 Financial Group, LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
DE BURLO GROUP INC 111.28%1.28%1.28%Q1 2022Q1 20221
Fractal Investments LLC 110.06%0.06%0.06%Q1 2022Q1 20221
CNB Bank 110.00%0.00%0.00%Q4 2020Q4 20201
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
BOWEN HANES & CO INC 110.01%0.01%0.01%Q4 2018Q4 20181
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
HITE Hedge Asset Management LLC 110.46%0.46%0.46%Q2 2021Q2 20211
CFS Investment Advisory Services, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
McKinley Carter Wealth Services, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Cortina Asset Management, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Orion Capital Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Poehling Capital Management, INC. 110.05%0.05%0.05%Q2 2018Q2 20181
Zimmer Partners, LP 110.23%0.23%0.23%Q3 2020Q3 20201
SkyView Investment Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.08%0.08%0.08%Q4 2021Q4 20211
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Voleon Capital Management LP 110.20%0.20%0.20%Q4 2019Q4 20191
Oxbow Advisors, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q1 2020Q1 20201
Fortress Investment Group LLC 110.08%0.08%0.08%Q4 2013Q4 20131
Financial Advocates Investment Management 110.02%0.02%0.02%Q3 2022Q3 20221
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Virtue Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
BAIRD ROBERT W & CO INC /WI/ 110.01%0.01%0.01%Q2 2013Q2 20131
GREEN ARROW CAPITAL MANAGEMENT LLC 110.24%0.24%0.24%Q3 2013Q3 20131
Tetrem Capital Management Ltd. 110.81%0.81%0.81%Q2 2013Q2 20131
TECTONIC ADVISORS LLC 110.02%0.02%0.02%Q3 2023Q3 20231
LOEB PARTNERS CORP 110.05%0.05%0.05%Q2 2013Q2 20131
JBF Capital, Inc. 110.14%0.14%0.14%Q2 2013Q2 20131
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
361 CAPITAL LLC 110.08%0.08%0.08%Q3 2019Q3 20191
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Irish Life Investment Managers Ltd. 110.08%0.08%0.08%Q2 2013Q2 20131
North Reef Capital Management LP 111.05%1.05%1.05%Q4 2021Q4 20211
Legato Capital Management LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Spark Investment Management LLC 110.09%0.09%0.09%Q1 2018Q1 20181
Breogan Capital, LP 115.48%5.48%5.48%Q4 2017Q4 20171
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Alpine Partners USVI, LLC 110.95%0.95%0.95%Q4 2013Q4 20131
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Legacy Advisors, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Diametric Capital, LP 111.10%1.10%1.10%Q4 2018Q4 20181
ALETHEA CAPITAL MANAGEMENT, LLC 110.65%0.65%0.65%Q1 2022Q1 20221
BRC Investment Management LLC 110.27%0.27%0.27%Q2 2013Q2 20131
DeDora Capital, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Delta Lloyd Asset Management N.V. 110.07%0.07%0.07%Q2 2017Q2 20171
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
M&G INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q3 2022Q3 20221
EVERMAY WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2021Q2 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Lion Street Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
XTX MARKETS LLC 111.66%1.66%1.66%Q4 2019Q4 20191
Burns Matteson Capital Management, LLC 110.40%0.40%0.40%Q4 2022Q4 20221
Prana Capital Management, LP 110.24%0.24%0.24%Q1 2020Q1 20201
REUTER JAMES WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Penn Capital Management Company, LLC 110.13%0.13%0.13%Q2 2013Q2 20131
Clear Perspective Advisors, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Donoghue Forlines LLC 110.21%0.21%0.21%Q1 2018Q1 20181
Sterling Investment Advisors, Ltd. 110.00%0.00%0.00%Q3 2021Q3 20211
Carmel Capital Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.03%0.03%0.03%Q4 2019Q4 20191
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.28%0.28%0.28%Q4 2014Q4 20141
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Iowa State Bank 110.07%0.07%0.07%Q3 2022Q3 20221
Annandale Capital, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.12%0.12%0.12%Q2 2021Q2 20211
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ST GERMAIN D J CO INC 110.01%0.01%0.01%Q4 2023Q4 20231
SPRENG CAPITAL MANAGEMENT, INC. 110.12%0.12%0.12%Q2 2020Q2 20201
Samalin Investment Counsel, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Welch Investments, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
BBT Capital Management, LLC 110.23%0.23%0.23%Q1 2019Q1 20191
Ostrum Asset Management U.S., LLC 110.07%0.07%0.07%Q4 2018Q4 20181
Windsor Capital Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ASCEND CAPITAL, LLC 110.36%0.36%0.36%Q2 2015Q2 20151
O'Brien Wealth Partners LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Visionary Asset Management, Inc. 110.07%0.07%0.07%Q1 2018Q1 20181
Triangle Securities Wealth Management 110.01%0.01%0.01%Q2 2013Q2 20131
Leucadia National 110.01%0.01%0.01%Q1 2023Q1 20231
Fine Capital Partners, L.P. 111.53%1.53%1.53%Q2 2013Q2 20131
PURSUE WEALTH PARTNERS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EP Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
FNY Managed Accounts LLC 110.05%0.05%0.05%Q4 2015Q4 20151
Enlightenment Research, LLC 111.15%1.15%1.15%Q4 2019Q4 20191
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Provident Wealth Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Raleigh Capital Management Inc. 110.31%0.31%0.31%Q4 2021Q4 20211
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.08%0.08%0.08%Q4 2022Q4 20221
TRUE Private Wealth Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
LEVEL FOUR FINANCIAL, LLC 110.23%0.23%0.23%Q2 2021Q2 20211
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Modus Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.30%0.30%0.30%Q4 2022Q4 20221
Smith Affiliated Capital Corp. 110.07%0.07%0.07%Q4 2015Q4 20151
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Douglas C. Lane & Associates, Inc. 110.01%0.01%0.01%Q3 2013Q3 20131
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Empirical Asset Management, LLC 110.27%0.27%0.27%Q3 2022Q3 20221
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Laurel Wealth Advisors, Inc. 110.09%0.09%0.09%Q1 2022Q1 20221
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 113.36%3.36%3.36%Q1 2014Q1 20141
Palouse Capital Management, Inc. 112.50%2.50%2.50%Q3 2016Q3 20161
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Telemetry Investments, L.L.C. 110.20%0.20%0.20%Q1 2015Q1 20151
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Integrated Advisors Network LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Railway Pension Investments Ltd 110.07%0.07%0.07%Q4 2018Q4 20181
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
Mizuho Markets Cayman LP 110.07%0.07%0.07%Q1 2023Q1 20231
Zenit Asset Management AB 112.24%2.24%2.24%Q3 2013Q3 20131
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Bodri Capital Management, LLC 110.97%0.97%0.97%Q4 2014Q4 20141
State of New Jersey Common Pension Fund A 110.19%0.19%0.19%Q1 2014Q1 20141
External links

This page lists all the filers that currently own REGIONS FINL CORP NEW or have owned REGIONS FINL CORP NEW in the past.