ROYAL BK CDA MONTREAL QUE shareholder history

Current and past ROYAL BK CDA MONTREAL QUE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.86%3.27%Q2 2013Q3 2023119
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.02%Q2 2013Q3 2023111
BANK OF MONTREAL /CAN/ 3920.00%1.56%6.20%Q2 2013Q3 2023108
BARCLAYS PLC 42420.00%0.01%0.09%Q2 2013Q3 2023104
CITIGROUP INC 42420.00%0.02%0.12%Q2 2013Q3 2023103
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.15%Q1 2012Q3 2023102
Walleye Trading LLC 42420.00%0.02%0.20%Q2 2013Q3 202399
Citadel Advisors 3130.00%0.01%0.09%Q2 2013Q3 202396
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.14%Q2 2013Q3 202392
CIBC WORLD MARKET INC. 42420.00%5.16%16.90%Q2 2013Q3 202384
TORONTO DOMINION BANK 43430.17%3.67%15.74%Q1 2013Q3 202383
D. E. Shaw & Co., Inc. 42420.00%0.02%0.12%Q2 2013Q3 202381
Parallax Volatility Advisers, L.P. 1120.00%0.00%0.05%Q2 2013Q1 202375
Cutler Group LLC / CA 20110.00%0.01%0.07%Q4 2015Q3 202373
HSBC HOLDINGS PLC 47470.00%0.08%0.25%Q1 2012Q3 202371
JANE STREET GROUP, LLC 39390.00%0.01%0.16%Q1 2014Q3 202369
UBS Group AG 36360.00%0.02%0.05%Q4 2014Q3 202358
Twin Tree Management, LP 2130.00%0.05%0.23%Q4 2012Q3 202357
TWO SIGMA INVESTMENTS, LP 1210.00%0.10%0.45%Q4 2013Q3 202357
HUNTINGTON NATIONAL BANK 2810.00%0.00%0.04%Q1 2009Q3 202355
MILLENNIUM MANAGEMENT LLC 1220.00%0.03%0.11%Q3 2013Q3 202353
Baskin Financial Services Inc. 52520.23%1.42%5.31%Q4 2010Q3 202352
SCOTIA CAPITAL INC. 42420.02%5.09%7.68%Q2 2013Q3 202351
BANK OF NOVA SCOTIA 43430.00%7.02%17.92%Q1 2013Q3 202349
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.87%2.22%Q2 2013Q3 202349
CAPITAL FUND MANAGEMENT S.A. 2310.00%0.01%0.08%Q2 2013Q4 201949
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.18%0.32%0.55%Q4 2011Q3 202348
HighTower Advisors, LLC 42420.00%0.02%0.04%Q2 2013Q3 202345
PEAK6 Group LLC 1550.00%0.03%0.13%Q2 2013Q2 201844
Cumberland Partners Ltd 44440.31%2.66%4.87%Q4 2012Q3 202344
DEUTSCHE BANK AG\ 41410.00%0.07%0.18%Q3 2013Q3 202344
Creative Planning 42420.00%0.05%0.18%Q2 2013Q3 202344
BROWN BROTHERS HARRIMAN & CO 43430.00%0.01%0.02%Q1 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.01%0.47%1.25%Q1 2013Q3 202343
Cetera Advisor Networks LLC 43430.01%0.04%0.10%Q1 2013Q3 202343
Heathbridge Capital Management Ltd. 42420.00%2.27%5.22%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
INTACT INVESTMENT MANAGEMENT INC. 42421.06%3.15%5.71%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.02%0.03%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.04%0.08%Q2 2013Q3 202342
DAVIS-REA LTD. 42422.00%3.63%6.30%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.08%0.11%0.20%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.04%0.06%0.08%Q2 2013Q3 202342
BANK OF NOVA SCOTIA TRUST CO 42427.07%11.02%13.67%Q2 2013Q3 202342
FORBES J M & CO LLP 42420.06%0.09%0.11%Q2 2013Q3 202342
Addenda Capital Inc. 42423.67%5.85%8.57%Q2 2013Q3 202342
Palisade Asset Management, LLC 42420.07%1.18%1.87%Q2 2013Q3 202342
Alberta Investment Management Corp 42421.58%2.78%4.44%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 42420.00%0.67%1.58%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.18%0.30%0.56%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.11%0.25%0.40%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.02%0.07%0.12%Q2 2013Q3 202342
Cardinal Capital Management 42420.59%0.78%0.96%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.05%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.02%0.34%0.77%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.02%Q2 2013Q3 202342
AVIVA PLC 42420.18%0.31%0.58%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.22%0.37%0.54%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.01%0.48%1.04%Q2 2013Q3 202342
AXA S.A. 42420.12%0.24%0.35%Q2 2013Q3 202342
Fiera Capital Corp 42421.02%2.45%6.46%Q2 2013Q3 202342
K.J. Harrison & Partners Inc 42420.12%1.58%3.27%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.08%0.20%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.05%0.09%Q2 2013Q3 202342
PCJ Investment Counsel Ltd. 42424.32%7.95%10.32%Q2 2013Q3 202342
Legal & General Group Plc 42420.19%0.34%0.52%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.03%0.04%0.06%Q2 2013Q3 202342
Kingfisher Capital LLC 42420.16%0.31%0.55%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Invesco Ltd. 42420.04%0.07%0.10%Q2 2013Q3 202342
GUARDIAN CAPITAL LP 42423.75%6.05%7.88%Q2 2013Q3 202342
LINCLUDEN MANAGEMENT LTD 42420.10%7.69%10.51%Q2 2013Q3 202342
NORGES BANK 4020.30%0.37%0.46%Q2 2012Q4 202242
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.06%0.37%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42424.49%5.61%6.94%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.03%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.02%0.04%0.07%Q2 2013Q3 202342
Nexus Investment Management ULC 42424.68%5.37%5.97%Q2 2013Q3 202342
Janney Montgomery Scott LLC 42420.02%0.04%0.09%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.01%0.02%0.03%Q2 2013Q3 202342
MONTRUSCO BOLTON INVESTMENTS INC. 42421.36%6.28%11.92%Q2 2013Q3 202342
Rathbones Group PLC 42420.14%0.74%2.40%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.04%Q2 2013Q3 202342
CANADA LIFE ASSURANCE Co 42420.20%2.09%5.58%Q2 2013Q3 202342
FIL Ltd 42420.04%1.44%3.36%Q2 2013Q3 202342
JCIC Asset Management Inc. 42423.63%4.52%6.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
Scheer, Rowlett & Associates Investment Management Ltd. 42425.79%9.20%12.09%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
Beutel, Goodman & Co Ltd. 42425.10%8.94%12.31%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.01%Q2 2013Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42420.10%0.41%1.48%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.02%0.03%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42422.61%4.17%5.60%Q2 2013Q3 202342
LETKO, BROSSEAU & ASSOCIATES INC 42422.01%3.22%4.24%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Triangle Securities Wealth Management 42420.12%0.35%0.73%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.26%0.51%0.69%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.04%0.08%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.09%0.17%0.24%Q2 2013Q3 202342
CIBC Asset Management Inc 42424.51%6.47%7.99%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.06%0.07%0.08%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.07%0.16%Q2 2013Q3 202342
AMG National Trust Bank 42420.04%0.07%0.13%Q2 2013Q3 202342
1832 Asset Management L.P. 42421.68%3.15%4.46%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.02%0.05%0.11%Q2 2013Q3 202342
Burgundy Asset Management Ltd. 42420.61%1.55%2.82%Q2 2013Q3 202342
FMR LLC 42420.03%0.17%0.32%Q2 2013Q3 202342
APG Asset Management N.V. 42420.01%0.25%0.67%Q2 2013Q3 202342
Hillsdale Investment Management Inc. 42421.24%2.55%4.93%Q2 2013Q3 202342
OPPENHEIMER & CO INC 41410.01%0.05%0.09%Q3 2013Q3 202341
DekaBank Deutsche Girozentrale 41410.03%0.16%0.35%Q3 2013Q3 202341
Raymond James Financial Services Advisors, Inc. 3380.02%0.07%0.17%Q2 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 3560.25%0.71%1.37%Q2 2013Q3 202341
JARISLOWSKY, FRASER Ltd 29120.99%4.93%7.75%Q2 2013Q3 202341
RAYMOND JAMES TRUST N.A. 41410.02%0.03%0.06%Q3 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.00%0.00%Q2 2013Q4 202341
SHEETS SMITH WEALTH MANAGEMENT 41410.13%0.21%0.28%Q3 2013Q3 202341
MACKENZIE FINANCIAL CORP 30111.82%3.17%4.65%Q2 2013Q3 202341
FAIRFIELD, BUSH & CO. 41410.76%1.73%2.70%Q3 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.04%Q2 2013Q3 202341
ACADIAN ASSET MANAGEMENT LLC 41410.03%1.22%3.19%Q3 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 3380.00%0.01%0.01%Q2 2013Q3 202341
Aull & Monroe Investment Management Corp 41410.50%0.63%0.81%Q3 2013Q3 202341
GLENMEDE TRUST CO NA 3740.00%0.00%0.01%Q2 2013Q3 202341
Boston Trust Walden Corp 41410.02%0.05%0.08%Q3 2013Q3 202341
Renaissance Technologies 3380.00%0.09%0.20%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.01%0.04%0.06%Q2 2013Q3 202341
First Horizon Advisors, Inc. 22180.00%0.01%0.04%Q3 2013Q3 202340
Capital Investment Counsel, Inc 24160.08%0.16%0.30%Q2 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.15%0.24%0.40%Q2 2013Q1 202340
Compagnie Lombard Odier SCmA 40400.01%0.05%0.11%Q4 2013Q3 202340
CITY HOLDING CO 40400.00%0.01%0.04%Q4 2013Q3 202340
J.P. Morgan Private Wealth Advisors LLC 3510.00%0.02%0.04%Q2 2013Q3 202340
CREDIT SUISSE AG/ 40400.08%0.16%0.23%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.02%0.26%0.68%Q4 2013Q3 202340
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 39390.30%0.94%2.17%Q2 2013Q4 202239
NATIXIS 2830.00%0.03%0.08%Q2 2013Q2 202339
Cardinal Capital Management, Inc. 39390.04%5.88%7.40%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
Connor, Clark & Lunn Investment Management Ltd. 39393.83%6.43%8.48%Q1 2014Q3 202339
COMERICA BANK 39390.02%0.05%0.06%Q2 2013Q4 202239
TWO SIGMA SECURITIES, LLC 1010.00%0.01%0.03%Q4 2017Q3 202339
Shoker Investment Counsel, Inc. 26130.11%0.28%0.45%Q4 2013Q3 202339
BROWN ADVISORY INC 3270.00%0.00%0.00%Q2 2013Q3 202339
Welch Group, LLC 27120.02%0.06%0.14%Q2 2013Q3 202339
BLUESTEIN R H & CO LLC 38380.02%0.04%0.07%Q2 2013Q3 202238
Checchi Capital Advisers, LLC 38380.03%0.06%0.12%Q2 2014Q3 202338
KLINGENSTEIN FIELDS & CO LP 27110.01%0.02%0.03%Q2 2013Q4 202238
GUGGENHEIM CAPITAL LLC 2820.00%0.01%0.03%Q2 2013Q3 202338
Tower Research Capital LLC (TRC) 2220.00%0.06%0.64%Q2 2013Q3 202338
BOWEN HANES & CO INC 38380.02%0.05%0.08%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.01%0.02%0.04%Q2 2013Q3 202238
VANGUARD GROUP INC 3530.00%0.10%0.14%Q2 2013Q3 202338
BLAIR WILLIAM & CO/IL 38380.00%0.01%0.01%Q2 2014Q3 202338
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 38380.00%0.05%0.16%Q2 2014Q3 202338
AGF INVESTMENTS INC. 38380.70%1.53%2.15%Q2 2013Q3 202238
Oakworth Capital, Inc. 38380.00%0.01%0.02%Q1 2014Q2 202338
BESSEMER GROUP INC 2610.00%0.01%0.05%Q2 2013Q3 202338
Spot Trading L.L.C 16160.00%0.03%0.21%Q2 2013Q1 201738
VOYA INVESTMENT MANAGEMENT LLC 27110.00%0.01%0.03%Q2 2013Q3 202338
PEAK6 Investments LLC 21210.00%0.01%0.05%Q3 2018Q3 202337
Korea Investment CORP 3510.11%0.32%0.45%Q2 2013Q3 202337
SALEM INVESTMENT COUNSELORS INC 2910.02%0.03%0.06%Q2 2013Q3 202337
Ativo Capital Management LLC 3160.41%0.78%1.95%Q3 2013Q3 202337
DELTA ASSET MANAGEMENT LLC/TN 3340.00%0.00%0.01%Q4 2013Q3 202337
Nippon Life Global Investors Americas, Inc. 37370.03%0.32%0.50%Q2 2013Q2 202237
Glassman Wealth Services 36360.10%0.96%1.81%Q4 2014Q3 202336
First Personal Financial Services 36360.09%0.45%1.80%Q4 2014Q3 202336
GODSEY & GIBB, INC 3112.00%2.48%8.40%Q3 2013Q3 202336
NOMURA HOLDINGS INC 1110.00%0.03%0.15%Q2 2013Q3 202336
Candriam S.C.A. 36360.05%0.25%0.90%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.03%0.05%Q2 2013Q1 202236
PALLADIUM PARTNERS LLC 36360.01%0.02%0.04%Q2 2013Q1 202236
Klingman & Associates, LLC 36360.04%0.22%0.83%Q4 2014Q3 202336
CIDEL ASSET MANAGEMENT INC 36365.73%7.15%8.64%Q4 2014Q3 202336
Focused Wealth Management, Inc 3060.00%0.01%0.02%Q3 2013Q3 202336
Argent Trust Co 36360.02%0.12%0.33%Q4 2014Q3 202336
Moors & Cabot, Inc. 3420.04%0.09%0.15%Q2 2014Q3 202336
Community Bank, N.A. 36360.02%0.14%0.33%Q4 2014Q3 202336
STEPHENS INC /AR/ 3120.01%0.03%0.05%Q2 2013Q3 202336
KEYBANK NATIONAL ASSOCIATION/OH 1920.00%0.00%0.01%Q4 2012Q2 202335
Plante Moran Financial Advisors, LLC 22130.01%0.01%0.02%Q2 2013Q3 202335
SCHRODER INVESTMENT MANAGEMENT GROUP 35350.01%0.05%0.19%Q2 2013Q4 202135
Carroll Financial Associates, Inc. 35350.14%0.21%0.48%Q2 2013Q4 202135
Advisory Services Network, LLC 2780.00%0.04%0.08%Q4 2014Q3 202335
VIRGINIA RETIREMENT SYSTEMS ET AL 24110.06%0.36%0.76%Q2 2013Q1 202235
American Assets Investment Management, LLC 35350.64%0.95%1.50%Q1 2015Q3 202335
SIGNATUREFD, LLC 35350.00%0.04%0.11%Q1 2015Q3 202335
River Wealth Advisors LLC 35350.20%0.58%0.86%Q1 2015Q3 202335
ADVISOR PARTNERS LLC 20150.06%0.17%0.57%Q2 2013Q2 202235
DORCHESTER WEALTH MANAGEMENT Co 34343.50%4.97%5.70%Q2 2015Q3 202334
WOLVERINE TRADING, LLC 510.00%0.01%0.04%Q2 2016Q3 202334
WEDBUSH SECURITIES INC 34340.03%0.07%0.12%Q2 2015Q3 202334
BI Asset Management Fondsmaeglerselskab A/S 34340.88%1.21%2.02%Q1 2014Q2 202234
AMP Capital Investors Ltd 34340.21%0.27%0.32%Q2 2013Q3 202134
Parsec Financial Management, Inc. 2950.02%0.05%0.10%Q4 2013Q1 202334
OMERS ADMINISTRATION Corp 2590.01%3.15%5.41%Q1 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.07%0.20%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.01%0.02%Q2 2015Q3 202334
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 34340.62%2.23%3.55%Q2 2015Q3 202334
Cubist Systematic Strategies, LLC 1810.00%0.05%0.15%Q3 2014Q3 202334
NATIXIS ADVISORS, L.P. 3130.00%0.02%0.04%Q4 2013Q3 202334
TWO SIGMA ADVISERS, LP 2230.00%0.08%0.22%Q4 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.02%Q4 2015Q4 202333
Summit Asset Management, LLC 20130.09%0.21%0.35%Q2 2013Q3 202333
Advisors Asset Management, Inc. 23100.00%0.01%0.02%Q2 2013Q3 202333
WADE G W & INC 33330.62%0.99%1.49%Q3 2015Q3 202333
West Oak Capital, LLC 2820.02%0.10%0.12%Q4 2014Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.01%0.02%Q2 2013Q2 202133
QS Investors, LLC 33330.00%0.04%0.16%Q2 2013Q2 202133
HENNESSY ADVISORS INC 3120.08%0.21%0.38%Q1 2015Q3 202333
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20130.03%1.61%4.46%Q1 2013Q3 202333
PARK CIRCLE Co 32320.20%0.32%0.51%Q1 2015Q4 202232
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 32320.03%0.07%0.10%Q4 2015Q3 202332
Balentine LLC 1280.00%0.27%1.00%Q1 2015Q3 202332
TCI Wealth Advisors, Inc. 3010.00%0.00%0.03%Q4 2013Q1 202332
Clark Capital Management Group, Inc. 2620.04%0.54%1.13%Q3 2013Q2 202332
Paloma Partners Management Co 1310.00%0.05%0.21%Q3 2013Q1 202232
Smith Salley Wealth Management 2750.03%0.06%0.18%Q3 2013Q3 202332
REILLY FINANCIAL ADVISORS, LLC 32320.00%0.00%0.01%Q1 2014Q4 202132
EDMP, INC. 32320.43%0.91%1.37%Q4 2015Q3 202332
IFP Advisors, Inc 17140.00%0.04%0.19%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.02%0.06%0.10%Q1 2016Q3 202331
Rodgers Brothers Inc. 31310.07%0.17%0.33%Q1 2016Q3 202331
BB&T SECURITIES, LLC 26260.00%0.02%0.04%Q2 2013Q3 201931
Anchor Investment Management, LLC 31310.00%0.01%0.03%Q1 2016Q3 202331
SCHAFER CULLEN CAPITAL MANAGEMENT INC 31310.01%0.02%0.08%Q2 2013Q4 202031
SHIKIAR ASSET MANAGEMENT INC 2830.14%0.60%4.78%Q4 2015Q3 202331
Aperio Group, LLC 31310.15%0.27%0.39%Q2 2013Q4 202031
FIRST CITIZENS BANK & TRUST CO 2220.01%0.03%0.06%Q3 2015Q3 202331
CREDIT AGRICOLE S A 18120.00%0.14%0.32%Q2 2013Q3 202330
D.A. DAVIDSON & CO. 1790.00%0.00%0.01%Q2 2013Q3 202330
Manitou Investment Management Ltd. 30300.24%2.75%5.65%Q3 2015Q4 202230
CRAWFORD INVESTMENT COUNSEL INC 30300.02%0.02%0.02%Q2 2013Q3 202030
Hexavest Inc. 30300.05%0.37%0.74%Q2 2013Q3 202030
VAN ECK ASSOCIATES CORP 2190.00%0.01%0.03%Q2 2013Q2 202330
RATIONAL ADVISORS LLC 1310.00%0.24%0.78%Q2 2009Q3 202030
UNITED SERVICES AUTOMOBILE ASSOCIATION 29290.00%0.22%0.71%Q3 2016Q3 202329
Lombard Odier Asset Management (Switzerland) SA 1710.04%0.11%0.41%Q2 2014Q3 202329
EXANE DERIVATIVES 2090.00%0.01%0.01%Q4 2014Q1 202229
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.02%Q4 2013Q4 202029
ALTA CAPITAL MANAGEMENT LLC/ 29290.07%0.11%0.13%Q2 2013Q2 202029
West Coast Financial LLC 1010.03%0.09%0.22%Q2 2013Q2 202329
GEODE CAPITAL MANAGEMENT, LLC 29290.00%0.03%0.06%Q3 2016Q3 202329
WOLVERINE ASSET MANAGEMENT LLC 1530.00%0.05%0.34%Q2 2013Q4 201728
Bray Capital Advisors 2410.06%0.08%0.13%Q4 2014Q3 202328
KAYS FINANCIAL ADVISORY CORP /ADV 28280.06%0.15%0.33%Q4 2013Q3 202028
Gradient Investments LLC 28280.00%0.05%0.13%Q4 2016Q3 202328
World Asset Management Inc 28280.05%0.16%0.23%Q2 2013Q1 202028
Country Club Trust Company, n.a. 28280.62%1.22%2.07%Q1 2015Q4 202128
Curi RMB Capital, LLC 2440.01%0.02%0.03%Q2 2013Q3 202328
BOYS ARNOLD & CO INC 28280.08%0.10%0.18%Q2 2013Q1 202028
Armor Investment Advisors, LLC 28280.19%0.54%0.87%Q4 2016Q3 202328
Andra AP-fonden 1250.01%0.20%0.60%Q1 2016Q2 202328
PineBridge Investments, L.P. 1540.00%0.08%0.18%Q2 2013Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.05%0.15%0.50%Q4 2016Q3 202328
COMMERZBANK AKTIENGESELLSCHAFT /FI 28280.00%0.28%2.07%Q2 2013Q1 202028
Polar Asset Management Partners Inc. 1210.00%0.25%1.00%Q4 2017Q3 202328
Russell Investments Group, Ltd. 28280.01%0.24%0.48%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.03%0.06%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.10%0.22%0.54%Q4 2016Q3 202328
FORSTA AP-FONDEN 2710.30%0.40%0.76%Q4 2015Q3 202328
Bank OZK 28280.12%0.27%0.50%Q3 2013Q2 202028
NOMURA ASSET MANAGEMENT CO LTD 28280.00%0.01%0.02%Q2 2013Q1 202028
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.02%0.27%0.92%Q4 2016Q3 202328
Capital Research Global Investors 2520.05%0.21%0.30%Q2 2013Q1 202127
KANAWHA CAPITAL MANAGEMENT LLC 27270.02%0.04%0.08%Q1 2017Q3 202327
Hemenway Trust Co LLC 27270.04%0.07%0.14%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.05%Q2 2013Q4 201927
Smithfield Trust Co 1740.00%0.02%0.07%Q2 2013Q3 202227
Waverly Advisors, LLC 17100.02%0.06%0.18%Q2 2013Q3 202327
Pacific Center for Financial Services 2430.00%0.02%0.02%Q4 2016Q3 202327
Grantham, Mayo, Van Otterloo & Co. LLC 1610.00%0.51%1.31%Q2 2013Q1 202327
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
Sterling Capital Management LLC 27270.00%0.00%0.01%Q1 2013Q3 201927
BFSG, LLC 27270.46%0.77%1.22%Q1 2017Q3 202327
Keel Point, LLC 27270.11%0.44%1.18%Q1 2015Q3 202127
Squarepoint Ops LLC 810.00%0.02%0.44%Q1 2015Q3 202327
Highstreet Asset Management Inc. 27270.70%4.39%7.34%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
Avalon Investment & Advisory 27270.01%0.04%0.10%Q2 2016Q4 202227
Jolley Asset Management, LLC 27270.11%0.18%0.37%Q2 2013Q4 201927
WEATHERLY ASSET MANAGEMENT L. P. 27270.08%0.16%0.31%Q2 2013Q4 201927
BAROMETER CAPITAL MANAGEMENT INC. 1310.01%2.60%6.83%Q3 2014Q2 202327
CWM, LLC 1880.00%0.00%0.00%Q1 2017Q3 202326
Lombard Odier Asset Management (Europe) Ltd 1620.06%0.18%0.60%Q2 2016Q3 202326
NOVARE CAPITAL MANAGEMENT LLC 16100.04%0.06%0.19%Q2 2013Q4 201926
Greystone Managed Investments Inc. 26265.00%7.28%9.50%Q2 2013Q3 201926
M&R CAPITAL MANAGEMENT INC 15110.00%0.02%0.06%Q2 2016Q4 202326
PINNACLE FINANCIAL PARTNERS INC 26260.04%0.12%0.26%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.36%0.46%0.50%Q3 2016Q3 202326
HOLDERNESS INVESTMENTS CO 2510.10%0.21%0.53%Q2 2016Q3 202326
SUNTRUST BANKS INC 26260.00%0.01%0.02%Q2 2013Q3 201926
Skandinaviska Enskilda Banken AB (publ) 1790.05%0.24%0.48%Q4 2016Q3 202326
Willis Investment Counsel 26260.10%1.02%1.50%Q4 2014Q1 202126
Independent Advisor Alliance 2330.02%0.09%0.22%Q1 2017Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 1110.00%0.00%0.02%Q1 2014Q4 202326
Neuberger Berman Group LLC 2410.00%0.02%0.04%Q3 2013Q3 202326
Good Life Advisors, LLC 26260.03%0.08%0.20%Q4 2016Q1 202326
WHITTIER TRUST CO OF NEVADA INC 2230.00%0.01%0.02%Q2 2013Q3 202325
NAPLES GLOBAL ADVISORS, LLC 25250.08%0.11%0.18%Q3 2017Q3 202325
Mawer Investment Management Ltd. 14110.05%3.09%4.18%Q3 2013Q4 201925
CREATIVE FINANCIAL DESIGNS INC /ADV 1780.00%0.14%0.36%Q4 2016Q3 202325
Sargent Bickham Lagudis LLC 2320.00%0.03%0.17%Q1 2016Q4 202225
NN Investment Partners Holdings N.V. 25250.04%0.13%0.27%Q1 2016Q1 202225
LINCOLN NATIONAL CORP 25250.01%0.01%0.02%Q3 2017Q3 202325
Westside Investment Management, Inc. 1510.00%0.02%0.05%Q4 2016Q3 202325
Intercontinental Wealth Advisors, LLC 25250.10%0.16%0.21%Q2 2017Q2 202325
Mercer Capital Advisers, Inc. 25250.02%0.02%0.03%Q4 2014Q4 202025
Waratah Capital Advisors Ltd. 910.04%0.29%1.29%Q3 2013Q3 202325
ASPIRIANT, LLC 2320.14%0.26%0.51%Q2 2017Q3 202325
Financial Architects, Inc 920.00%0.01%0.03%Q2 2013Q2 202025
Jefferies Group LLC 410.00%0.02%0.10%Q3 2013Q1 202024
USS Investment Management Ltd 1420.17%0.30%0.49%Q4 2016Q3 202324
Onex Canada Asset Management Inc. 24240.35%3.04%4.84%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.02%0.05%0.08%Q4 2017Q3 202324
BNP PARIBAS FINANCIAL MARKETS 1510.00%0.00%0.01%Q2 2013Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.05%0.18%Q4 2017Q3 202324
HoyleCohen, LLC 24240.04%0.07%0.10%Q4 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.85%1.19%1.82%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.03%Q4 2017Q3 202324
Stonehage Fleming Financial Services Holdings Ltd 1710.00%0.02%0.04%Q4 2014Q3 202324
THOMAS WHITE INTERNATIONAL LTD 1770.00%0.74%1.34%Q2 2013Q4 202224
Claret Asset Management Corp 24241.71%2.21%2.88%Q4 2017Q3 202324
COLONY GROUP LLC 1410.00%0.01%0.02%Q4 2013Q3 202324
PANAGORA ASSET MANAGEMENT INC 2310.00%0.01%0.05%Q3 2014Q2 202124
Exeter Financial, LLC 24241.24%1.49%1.86%Q4 2017Q3 202324
BNP Paribas Asset Management Holding S.A. 24240.04%0.10%0.18%Q2 2013Q1 201924
Providence Capital Advisors, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
AlphaMark Advisors, LLC 24240.00%0.03%0.08%Q4 2017Q3 202324
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1160.01%0.05%0.13%Q2 2013Q3 202324
Gemmer Asset Management LLC 1770.00%0.00%0.00%Q4 2015Q1 202224
ONTARIO TEACHERS PENSION PLAN BOARD 1110.00%0.33%1.88%Q2 2013Q4 202224
FIDUCIARY TRUST CO 14100.01%0.01%0.01%Q3 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.03%Q4 2017Q3 202324
EARNEST PARTNERS LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
DONALDSON CAPITAL MANAGEMENT, LLC 1760.12%1.50%2.90%Q1 2010Q3 202323
Arnhold LLC 23230.07%0.21%0.25%Q1 2018Q3 202323
Stratos Wealth Partners, LTD. 1610.01%0.01%0.02%Q3 2016Q2 202323
Man Group plc 23230.01%0.14%0.76%Q1 2018Q3 202323
ASSETMARK, INC 1010.00%0.00%0.00%Q4 2016Q3 202323
Signature Financial Management, Inc. 23230.06%0.15%0.26%Q2 2013Q4 201823
BBVA USA Bancshares, Inc. 1110.01%0.01%0.02%Q3 2013Q1 202123
RFG Advisory, LLC 23230.07%0.21%0.55%Q1 2018Q3 202323
Varma Mutual Pension Insurance Co 1940.04%0.07%0.19%Q4 2017Q3 202323
SIG North Trading, ULC 880.02%2.57%5.92%Q4 2021Q3 202323
Quadrant Private Wealth Management, LLC 1940.07%0.31%0.79%Q4 2017Q3 202323
PATHSTONE FAMILY OFFICE, LLC 2110.00%5.86%40.43%Q3 2014Q3 202323
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 23230.25%0.78%3.39%Q4 2017Q2 202323
LaFleur & Godfrey LLC 23230.74%0.93%1.08%Q2 2013Q4 201823
SYNOVUS FINANCIAL CORP 1610.00%0.00%0.00%Q2 2013Q2 202023
Cypress Capital Group 23230.04%0.08%0.10%Q1 2018Q3 202323
JANUS HENDERSON GROUP PLC 23230.01%0.03%0.04%Q1 2018Q3 202323
TRUST DEPARTMENT MB FINANCIAL BANK N A 23230.03%0.08%0.12%Q2 2013Q4 201823
SMITH ASSET MANAGEMENT GROUP LP 23230.01%0.03%0.11%Q2 2014Q4 201923
State of Tennessee, Treasury Department 1210.03%0.47%0.71%Q4 2013Q3 202323
Nicholas Hoffman & Company, LLC. 1440.01%0.05%0.09%Q3 2017Q3 202323
Leisure Capital Management 23230.24%0.53%0.62%Q1 2018Q3 202323
RIVERHEAD CAPITAL MANAGEMENT LLC 23230.01%0.05%0.09%Q1 2014Q3 201923
Ledyard National Bank 23230.02%0.03%0.04%Q2 2013Q4 201823
NICOLA WEALTH MANAGEMENT LTD. 23232.37%3.23%4.26%Q1 2018Q3 202323
PRUDENTIAL PLC 1610.00%0.03%0.26%Q1 2016Q1 202322
TRILLIUM ASSET MANAGEMENT, LLC 1930.02%0.16%0.22%Q2 2013Q2 202022
Trexquant Investment LP 810.02%0.17%0.57%Q4 2014Q3 202322
LS Investment Advisors, LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
Summit Global Investments 1390.03%0.21%0.47%Q4 2017Q3 202322
HighTower Trust Company, N.A. 22220.10%0.13%0.16%Q2 2013Q3 201822
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 15150.01%0.69%1.88%Q1 2020Q3 202322
SG Americas Securities, LLC 1610.00%0.01%0.06%Q3 2015Q2 202322
Quantbot Technologies LP 910.00%0.11%0.42%Q3 2013Q3 202322
Lenox Wealth Management, Inc. 1390.00%0.05%0.11%Q4 2013Q2 202022
AQR Capital Management 1910.00%0.12%0.29%Q2 2013Q1 201922
Cox Capital Mgt LLC 22220.64%1.31%1.67%Q2 2018Q3 202322
Certified Advisory Corp 11110.04%0.07%0.09%Q4 2017Q3 202322
Cornerstone Advisors, Inc. 1810.00%0.00%0.02%Q4 2014Q3 202021
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.01%Q1 2018Q3 202321
DSM CAPITAL PARTNERS LLC 1290.01%0.02%0.04%Q1 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.25%0.42%0.66%Q2 2013Q2 201821
Brinker Capital Investments, LLC 1110.00%0.01%0.02%Q2 2013Q4 202221
OUTFITTER ADVISORS, LTD. 21210.21%0.87%1.55%Q2 2013Q2 201821
BTR CAPITAL MANAGEMENT INC 21210.05%0.07%0.10%Q2 2013Q2 201821
Covington Capital Management 21210.00%0.00%0.01%Q3 2017Q3 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.02%Q3 2018Q3 202321
Brightworth 21210.17%0.29%0.42%Q3 2017Q3 202221
Old North State Trust, LLC 21210.31%0.70%2.58%Q3 2018Q3 202321
Capital Investment Advisory Services, LLC 21210.06%0.13%0.25%Q3 2018Q3 202321
HL FINANCIAL SERVICES LLC 1470.00%0.01%0.02%Q2 2013Q1 201921
NWAM LLC 1410.01%0.06%0.12%Q4 2015Q3 202321
JNBA Financial Advisors 2010.00%0.00%0.03%Q3 2016Q3 202321
Midwest Professional Planners, LTD. 1030.18%0.37%1.18%Q4 2017Q3 202321
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.01%0.14%0.46%Q1 2015Q3 202321
ARROW FINANCIAL CORP 20200.00%0.00%0.00%Q4 2018Q3 202320
Sandy Spring Bank 1460.00%0.01%0.04%Q2 2013Q1 202220
American Portfolios Advisors 20200.00%0.01%0.04%Q4 2017Q3 202220
Financial Gravity Asset Management, Inc. 1230.00%0.02%0.05%Q1 2018Q3 202320
American Research & Management Co. 20200.01%0.01%0.01%Q4 2017Q3 202220
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1210.03%0.04%0.07%Q4 2014Q3 202320
HAP Trading, LLC 410.00%0.00%0.02%Q4 2013Q4 202120
BOKF, NA 910.00%0.01%0.01%Q3 2013Q3 202320
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1280.01%0.01%0.02%Q4 2013Q3 202320
Dynamic Technology Lab Private Ltd 410.04%0.24%0.71%Q4 2012Q1 202320
Laurel Wealth Advisors LLC 20200.03%0.06%0.09%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Riverview Trust Co 20200.20%0.28%0.38%Q4 2018Q3 202320
DIVIDEND ASSETS CAPITAL, LLC 1280.01%0.01%0.02%Q2 2014Q3 202320
BREWIN DOLPHIN LTD 20200.22%1.04%1.87%Q3 2017Q2 202220
ROMAN BUTLER FULLERTON & CO 20200.16%0.20%0.25%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.24%0.61%0.87%Q4 2018Q3 202320
EDMOND DE ROTHSCHILD HOLDING S.A. 1280.00%0.04%0.10%Q1 2017Q3 202320
MACQUARIE GROUP LTD 1010.00%0.01%0.05%Q2 2013Q1 202320
Lindbrook Capital, LLC 20200.01%0.03%0.07%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.00%0.03%0.13%Q4 2018Q3 202320
Pensionmark Financial Group, LLC 1450.05%0.08%0.11%Q4 2018Q3 202319
Quadrature Capital Ltd 710.04%0.71%2.01%Q3 2017Q3 202319
Investors Research Corp 19190.04%0.06%0.08%Q1 2019Q3 202319
PRICE T ROWE ASSOCIATES INC /MD/ 19190.00%0.00%0.00%Q1 2019Q3 202319
NEXT Financial Group, Inc 1110.00%0.00%0.02%Q1 2015Q4 202119
MU Investments Co., Ltd. 19190.01%0.93%3.97%Q2 2013Q4 201719
DUBUQUE BANK & TRUST CO 1270.00%0.00%0.00%Q2 2013Q1 201919
B. Riley Wealth Advisors, Inc. 1180.03%0.06%0.11%Q2 2013Q1 201819
STEVENS CAPITAL MANAGEMENT LP 510.01%0.09%0.26%Q2 2013Q4 201919
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.01%0.01%Q1 2019Q3 202319
Camarda Financial Advisors, LLC 1810.05%0.08%0.15%Q2 2013Q1 201819
Zions Bancorporation, N.A. 19190.00%0.01%0.01%Q1 2019Q3 202319
MUFG Americas Holdings Corp 830.00%0.00%0.00%Q4 2010Q2 201919
Ashfield Capital Partners, LLC 1540.02%0.03%0.05%Q1 2015Q4 201919
Aptus Capital Advisors, LLC 19190.01%0.02%0.05%Q1 2019Q3 202319
Epoch Investment Partners, Inc. 1360.00%0.00%0.00%Q4 2016Q1 202219
Rockefeller Capital Management L.P. 19190.00%0.02%0.04%Q1 2019Q3 202319
TIAA, FSB 1180.00%0.01%0.01%Q2 2017Q2 202319
Csenge Advisory Group 19190.02%0.13%0.27%Q3 2017Q1 202219
Alexandria Capital, LLC 18180.01%0.03%0.16%Q2 2013Q3 201718
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
Integrated Wealth Concepts LLC 18180.02%0.07%0.10%Q2 2019Q3 202318
Mariner, LLC 1260.01%0.01%0.02%Q4 2018Q3 202318
Jacobi Capital Management LLC 18180.01%0.02%0.03%Q2 2017Q3 202118
SEI INVESTMENTS CO 1620.00%0.00%0.02%Q4 2014Q2 201918
ALERUS FINANCIAL NA 1620.02%0.28%0.46%Q2 2016Q1 202118
Prospera Financial Services Inc 1710.01%0.05%0.15%Q1 2019Q3 202318
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 18180.03%0.07%0.12%Q1 2018Q2 202218
UBS AG 660.00%0.02%0.06%Q2 2013Q3 201418
OSSIAM 1080.00%0.07%0.28%Q4 2018Q3 202318
Capital Advisors, Ltd. LLC 18180.01%0.01%0.01%Q2 2019Q3 202318
Nikko Asset Management Americas, Inc. 18180.01%0.05%0.08%Q3 2013Q4 201718
I.G. INVESTMENT MANAGEMENT, LTD. 18186.65%7.30%8.80%Q2 2013Q3 201718
QV Investors Inc. 1420.00%4.38%5.69%Q3 2018Q3 202318
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
First American Bank 940.13%0.18%0.22%Q1 2017Q4 202118
CORTLAND ADVISERS LLC 18181.98%4.12%5.08%Q2 2015Q3 201918
Global Retirement Partners, LLC 1010.00%0.06%0.12%Q1 2018Q3 202318
MCF Advisors LLC 920.00%0.00%0.01%Q1 2014Q3 202318
Sentry Investments Corp. 1440.01%0.35%1.07%Q2 2013Q1 201818
FIRST NATIONAL TRUST CO 18180.03%0.03%0.04%Q2 2019Q3 202318
SMITH CHAS P & ASSOCIATES PA CPAS 18180.02%0.06%0.08%Q1 2016Q2 202018
FEDERATED HERMES, INC. 1440.01%0.03%0.13%Q1 2014Q3 202318
PORTLAND INVESTMENT COUNSEL INC. 910.97%3.45%12.11%Q4 2014Q3 202318
Freedom Investment Management, Inc. 1440.01%0.02%0.03%Q2 2016Q4 202018
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1160.01%0.04%0.07%Q2 2013Q4 201917
First Allied Advisory Services, Inc. 1430.01%0.01%0.02%Q4 2014Q4 201917
Pacifica Partners Inc. 17171.48%1.74%1.97%Q4 2019Q4 202317
Ilmarinen Mutual Pension Insurance Co 17170.06%0.24%0.60%Q3 2019Q3 202317
Richard P Slaughter Associates Inc 17170.38%0.46%0.55%Q4 2019Q4 202317
Altavista Wealth Management, Inc. 17170.19%0.27%0.39%Q4 2017Q4 202117
Mondrian Investment Partners LTD 1250.00%0.00%0.00%Q2 2015Q2 202017
Busey Bank 17170.03%0.09%0.18%Q3 2019Q3 202317
EVOKE WEALTH, LLC 17170.02%0.04%0.09%Q3 2019Q3 202317
Westover Capital Advisors, LLC 1250.18%0.88%2.82%Q1 2016Q3 202317
Independent Portfolio Consultants, Inc. 17170.11%0.19%0.35%Q2 2013Q2 201717
BANK OF THE WEST 1510.02%0.03%0.04%Q2 2016Q1 202217
CHEMUNG CANAL TRUST CO 17170.09%0.54%1.18%Q4 2019Q4 202317
CAPSTONE ASSET MANAGEMENT CO 17170.14%0.38%0.52%Q2 2013Q2 201717
Assenagon Asset Management S.A. 1010.00%0.04%0.16%Q2 2018Q3 202317
Shilanski & Associates, Inc. 1341.14%1.52%1.98%Q2 2019Q3 202317
Tetrem Capital Management Ltd. 17175.67%6.44%7.10%Q2 2013Q2 201717
Caprock Group, LLC 17170.03%0.06%0.09%Q2 2017Q2 202117
BALYASNY ASSET MANAGEMENT L.P. 710.00%0.02%0.18%Q2 2016Q3 202317
GW HENSSLER & ASSOCIATES LTD 17170.04%0.26%0.35%Q2 2013Q2 201717
DREMAN VALUE MANAGEMENT, L L C 980.00%0.29%0.67%Q4 2013Q1 201817
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 910.09%0.13%0.17%Q4 2015Q1 202217
Marshall Wace North America L.P. 16160.02%0.09%0.32%Q4 2017Q3 202116
Tradewinds Capital Management, LLC 16160.01%0.02%0.04%Q4 2013Q3 201716
ING GROEP NV 620.00%0.02%0.05%Q1 2014Q3 202316
Clarius Group, LLC 1330.03%0.04%0.06%Q2 2019Q3 202316
Magnetar Financial LLC 410.00%0.02%0.05%Q2 2015Q2 202316
Aviance Capital Partners, LLC 16160.05%0.07%0.08%Q4 2019Q3 202316
MAGNOLIA CAPITAL MANAGEMENT LTD 16160.28%0.31%0.40%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.16%0.36%0.57%Q4 2019Q3 202316
Legacy Financial Advisors, Inc. 1060.01%0.05%0.08%Q4 2017Q3 202316
CAPITAL GUARDIAN TRUST CO 1510.00%0.01%0.01%Q2 2014Q2 201916
DELTA LLOYD NV 16160.08%0.58%2.04%Q2 2013Q1 201716
AMERICAN CENTURY COMPANIES INC 16160.00%0.01%0.05%Q4 2019Q3 202316
Value Partners Investments Inc. 16165.15%5.56%6.13%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.02%0.12%0.33%Q4 2019Q3 202316
WFG Advisors, LP 1510.00%0.02%0.03%Q2 2013Q2 201716
Quilter Plc 16160.12%0.14%0.21%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Concert Wealth Management Inc. 16160.00%0.10%0.17%Q2 2013Q1 201716
Mitsubishi UFJ Trust & Banking Corp 1060.01%0.03%0.05%Q3 2019Q3 202316
COLTON GROOME FINANCIAL ADVISORS, LLC 16160.20%0.38%0.94%Q2 2019Q1 202316
Virtu KCG Holdings LLC 16160.00%0.04%0.27%Q3 2013Q2 201716
People's United Financial, Inc. 930.00%0.02%0.08%Q3 2016Q1 202216
COMMONWEALTH BANK OF AUSTRALIA 16160.12%0.15%0.20%Q3 2015Q2 201916
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1310.02%0.14%0.50%Q4 2018Q3 202316
Arkadios Wealth Advisors 16160.06%0.14%0.32%Q4 2019Q3 202316
Pine River Capital Management L.P. 15150.00%0.11%0.58%Q2 2013Q4 201616
Transamerica Financial Advisors, Inc. 820.00%0.03%0.10%Q2 2014Q3 202316
Unigestion Holding SA 1510.02%0.90%1.77%Q2 2019Q3 202316
OGOREK ANTHONY JOSEPH /NY/ /ADV 16160.01%0.02%0.02%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.02%0.03%0.04%Q3 2018Q2 202216
First Command Bank 1150.01%0.04%0.08%Q4 2016Q4 202116
Capital Wealth Planning, LLC 1110.01%0.45%2.29%Q2 2013Q4 202216
Rosenberg Matthew Hamilton 15150.02%0.04%0.08%Q1 2020Q3 202315
A.R.T. Advisors, LLC 410.01%0.18%1.15%Q1 2014Q1 202115
Marietta Wealth Management, LLC 15150.14%0.27%0.48%Q4 2016Q2 202015
Eudaimonia Partners, LLC 870.01%0.08%0.12%Q4 2019Q3 202315
Firestone Capital Management 1140.07%0.08%0.09%Q4 2019Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.04%0.12%0.46%Q1 2020Q3 202315
STATE STREET CORP 810.00%0.00%0.00%Q2 2013Q1 202115
WESTPAC BANKING CORP 1210.08%0.27%0.49%Q1 2017Q1 202315
Proficio Capital Partners LLC 15150.01%0.04%0.07%Q4 2015Q2 201915
PacWest Financial Management Inc 15150.34%1.10%1.37%Q2 2013Q4 201615
EXCHANGE TRADED CONCEPTS, LLC 1140.00%0.00%0.00%Q4 2019Q4 202315
EXCALIBUR MANAGEMENT CORP 1410.13%0.14%0.16%Q4 2019Q3 202315
Allworth Financial LP 710.00%0.00%0.00%Q4 2015Q3 202315
Avior Wealth Management, LLC 1230.00%0.00%0.00%Q2 2019Q1 202315
CAROLINAS WEALTH CONSULTING LLC 15150.00%0.85%2.79%Q1 2020Q3 202315
AlphaCrest Capital Management LLC 960.12%0.38%0.98%Q4 2018Q3 202215
OFI Advisors LLC 1140.01%0.01%0.03%Q3 2011Q3 201515
Orgel Wealth Management, LLC 15150.06%0.11%0.18%Q2 2016Q4 201915
First Command Financial Services, Inc. 1050.01%0.04%0.08%Q4 2016Q3 202115
Larson Financial Group LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
GABELLI FUNDS LLC 15150.00%0.02%0.03%Q2 2013Q4 201615
VALLEY NATIONAL ADVISERS INC 15150.00%0.01%0.01%Q3 2015Q1 201915
MSI Financial Services Inc 15150.01%0.01%0.04%Q2 2013Q4 201615
MARSHALL WACE, LLP 1310.00%0.09%0.35%Q4 2018Q1 202315
SII INVESTMENTS INC/WI 15150.02%0.03%0.03%Q2 2014Q4 201715
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Fisher Asset Management, LLC 1310.00%0.52%1.03%Q2 2013Q2 202315
HIGH POINT BANK & TRUST CO 15150.35%0.49%0.61%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Clearstead Advisors, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
SRS Capital Advisors, Inc. 870.00%0.01%0.02%Q4 2016Q1 202315
RHUMBLINE ADVISERS 1320.00%0.00%0.00%Q2 2013Q3 202315
FineMark National Bank & Trust 15150.00%0.00%0.04%Q2 2013Q4 201615
TIAA CREF INVESTMENT MANAGEMENT LLC 15150.00%0.01%0.14%Q2 2013Q4 201615
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1110.00%0.29%1.16%Q1 2017Q3 202314
CITIZENS FINANCIAL GROUP INC/RI 1020.00%0.01%0.02%Q4 2015Q2 202314
Kassirer Asset Management Corp 14140.13%1.55%9.42%Q1 2016Q2 201914
Financial Management Professionals, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
UBS ASSET MANAGEMENT AMERICAS LLC 710.00%0.00%0.01%Q2 2013Q2 202114
Belpointe Asset Management LLC 810.01%0.03%0.08%Q1 2019Q1 202314
Edgestream Partners, L.P. 620.01%0.18%0.86%Q1 2018Q2 202314
Wealthspire Advisors, L.P. 14140.00%0.00%0.01%Q4 2015Q1 201914
STRS OHIO 860.00%0.07%0.18%Q4 2016Q3 202314
J. L. Bainbridge & Co., Inc. 1210.03%0.03%0.04%Q3 2018Q3 202314
Sara-Bay Financial 14140.19%0.25%0.32%Q2 2020Q3 202314
RWA WEALTH PARTNERS, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.04%0.06%0.10%Q4 2017Q1 202114
CenterStar Asset Management, LLC 310.00%0.19%0.52%Q4 2017Q1 202214
M&G INVESTMENT MANAGEMENT LTD 14140.00%0.28%0.64%Q4 2019Q1 202314
CENTAURUS FINANCIAL, INC. 1310.00%0.03%0.04%Q2 2018Q3 202314
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1110.02%0.03%0.03%Q2 2019Q3 202314
Timber Hill LLC 410.00%0.11%0.77%Q4 2013Q3 201814
EVERGREEN CAPITAL MANAGEMENT LLC 14140.02%0.02%0.04%Q2 2020Q3 202314
RITHOLTZ WEALTH MANAGEMENT 14140.03%0.08%0.18%Q2 2020Q3 202314
Cipher Capital LP 1010.04%0.17%0.32%Q4 2014Q3 202314
WealthShield Partners, LLC 810.03%0.09%0.23%Q4 2018Q3 202314
Holloway Wealth Management, LLC 1310.01%0.01%0.01%Q3 2018Q1 202214
Founders Financial Alliance, LLC 13130.21%0.47%0.55%Q3 2020Q3 202313
PRIVATE TRUST CO NA 760.00%0.01%0.01%Q1 2013Q3 202313
Evercore Wealth Management, LLC 1110.00%0.02%0.03%Q3 2013Q2 201913
Private Capital Group, LLC 13130.00%0.01%0.01%Q4 2017Q4 202013
MCKINLEY CAPITAL MANAGEMENT LLC 1210.01%0.96%1.44%Q2 2013Q2 201713
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
1ST SOURCE BANK 710.01%0.08%0.22%Q2 2013Q1 202213
Sowell Financial Services LLC 710.04%0.07%0.13%Q3 2018Q3 202313
TFC Financial Management, Inc. 13130.01%0.02%0.02%Q3 2020Q3 202313
TRUSTCORE FINANCIAL SERVICES, LLC 13130.03%0.04%0.05%Q4 2019Q4 202213
Robertson Stephens Wealth Management, LLC 13130.02%0.03%0.06%Q3 2020Q3 202313
TOMPKINS FINANCIAL CORP 810.00%0.02%0.04%Q4 2013Q4 202313
ASSET PLANNING SERVICES INC /LA/ /ADV 13133.14%3.32%3.64%Q4 2016Q4 201913
CFM WEALTH PARTNERS LLC 1120.50%0.57%0.63%Q1 2020Q2 202313
Daiwa Securities Group Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Qtron Investments LLC 13130.07%0.20%0.28%Q3 2020Q3 202313
PEOPLES FINANCIAL SERVICES CORP. 13130.01%0.01%0.02%Q4 2013Q4 201613
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
ATLAS CAPITAL ADVISORS LLC 1120.00%0.02%0.12%Q4 2019Q2 202313
Qube Research & Technologies Ltd 720.00%0.07%0.12%Q4 2019Q3 202313
BerganKDV Wealth Management, LLC 13130.00%0.16%0.23%Q2 2020Q2 202313
HARBOR INVESTMENT ADVISORY, LLC 850.01%0.03%0.10%Q4 2019Q3 202313
LOWE BROCKENBROUGH & CO INC 1120.02%0.02%0.03%Q3 2019Q3 202313
Quantitative Investment Management, LLC 510.02%0.09%0.19%Q1 2014Q4 202013
FDx Advisors, Inc. 1010.01%0.01%0.02%Q4 2017Q2 202313
OLD DOMINION CAPITAL MANAGEMENT INC 13130.17%0.24%0.37%Q3 2018Q3 202113
Aristotle Capital Management, LLC 1210.00%0.01%0.01%Q1 2018Q3 202313
Voya Financial Advisors, Inc. 940.01%0.01%0.02%Q4 2017Q1 202113
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Broderick Brian C 820.08%0.09%0.11%Q3 2013Q3 201813
Stokes Family Office, LLC 12120.05%0.06%0.09%Q4 2020Q3 202312
EPG Wealth Management LLC 1020.05%0.13%0.22%Q4 2019Q3 202312
Lorne Steinberg Wealth Management Inc. 12123.30%3.58%4.02%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.35%0.44%0.60%Q4 2016Q3 201912
MAIRS & POWER INC 12120.01%0.02%0.02%Q2 2013Q1 201612
Annapolis Financial Services, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Counsel Portfolio Services Inc. 1111.05%2.10%2.93%Q2 2013Q2 201612
Mayfair Advisory Group, LLC 12120.97%1.50%1.82%Q4 2020Q3 202312
NICHOLS & PRATT ADVISERS LLP /MA 720.02%0.02%0.02%Q2 2014Q3 201912
Lombard Odier & Cie (Canada), Limited Partnership 12121.80%3.51%5.62%Q4 2013Q3 201612
Vident Investment Advisory, LLC 12120.01%0.04%0.09%Q2 2020Q1 202312
Graves Light Lenhart Wealth, Inc. 750.02%0.04%0.06%Q4 2018Q2 202212
LexAurum Advisors, LLC 1110.07%0.20%0.46%Q4 2017Q1 202212
Bogart Wealth, LLC 12120.00%0.15%0.25%Q4 2020Q3 202312
Capital Analysts, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.03%0.04%0.04%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.16%0.20%0.25%Q4 2016Q3 201912
AMERICAN ASSET MANAGEMENT INC. 12120.14%0.20%0.27%Q1 2017Q4 201912
Zions Bancorporation 1010.00%0.01%0.02%Q1 2015Q3 201812
Cullen Capital Management, LLC 1110.00%0.12%1.35%Q2 2016Q3 202312
Cetera Advisors LLC 910.00%0.01%0.01%Q3 2019Q2 202312
Cordasco Financial Network 12120.01%0.01%0.01%Q4 2013Q3 201612
Alerus Investment Advisors Corp 12120.08%0.16%0.27%Q2 2013Q1 201612
CAPITAL INTERNATIONAL LTD /CA/ 12120.02%0.04%0.05%Q2 2013Q1 201612
Johnson Midwest Financial, LLC 12120.04%0.08%0.17%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.00%0.00%Q3 2017Q1 202112
Verition Fund Management LLC 210.00%0.02%0.06%Q3 2013Q3 202312
Moloney Securities Asset Management, LLC 1020.04%0.10%0.15%Q2 2018Q3 202312
BRINKER CAPITAL INC 12120.01%0.02%0.03%Q3 2017Q2 202012
Tacita Capital Inc 12122.15%2.48%2.69%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.46%0.56%0.72%Q4 2016Q3 201912
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
Vontobel Holding Ltd. 12120.04%0.09%0.14%Q4 2020Q3 202312
Triasima Portfolio Management inc. 12127.20%9.09%10.33%Q4 2020Q3 202312
Bridgewater Associates 12120.12%0.32%0.58%Q2 2017Q1 202012
M. Kulyk & Associates, LLC 12122.30%2.72%3.11%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.53%0.66%0.91%Q4 2016Q3 201912
PICTET ASSET MANAGEMENT LTD 12120.05%0.07%0.09%Q3 2018Q2 202112
RUSSELL FRANK CO/ 12120.32%0.37%0.42%Q2 2013Q1 201612
Pinnacle Wealth Planning Services, Inc. 12120.04%0.06%0.09%Q4 2020Q3 202312
BURNEY CO/ 12120.03%0.03%0.04%Q4 2020Q3 202312
180 WEALTH ADVISORS, LLC 12120.07%0.20%0.30%Q2 2019Q1 202212
Ballentine Partners, LLC 12120.02%0.02%0.03%Q1 2017Q4 201912
GABLES CAPITAL MANAGEMENT INC. 12120.03%0.03%0.04%Q2 2018Q1 202112
Live Oak Private Wealth LLC 12120.75%1.25%1.69%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.12%0.17%0.19%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Colonial Trust Advisors 12120.18%0.21%0.24%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.07%0.11%0.16%Q4 2020Q3 202312
SPECTRUM ADVISORY SERVICES INC 12120.21%0.24%0.27%Q2 2013Q1 201612
Secrest Blakey & Associates, LLC 12120.32%0.56%0.94%Q4 2017Q3 202012
Total Clarity Wealth Management, Inc. 1110.12%0.24%0.32%Q4 2019Q4 202212
AHL Partners LLP 750.02%0.11%0.31%Q3 2014Q4 201712
Achmea Investment Management B.V. 750.04%0.20%0.29%Q3 2020Q3 202312
Capital Investment Advisors, LLC 12120.01%0.01%0.01%Q1 2021Q4 202312
HighVista Strategies LLC 12120.11%0.17%0.28%Q4 2013Q3 201612
Banque Cantonale Vaudoise 1010.00%0.02%0.05%Q4 2020Q3 202311
ALLSTATE CORP 11110.24%0.43%0.66%Q2 2013Q4 201511
SPC Financial, Inc. 11110.07%0.09%0.10%Q2 2013Q4 201511
GREENLEAF TRUST 1010.01%0.01%0.01%Q1 2017Q4 201911
Concord Wealth Partners 740.00%0.02%0.03%Q4 2020Q3 202311
Stonebridge Capital Advisors LLC 620.00%0.02%0.03%Q2 2019Q3 202311
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 11110.73%1.08%1.51%Q1 2021Q3 202311
HILLTOP WEALTH ADVISORS, LLC 11110.16%0.19%0.22%Q1 2021Q3 202311
Antonetti Capital Management LLC 910.01%0.03%0.08%Q2 2010Q3 202311
Private Advisor Group, LLC 510.00%0.01%0.05%Q4 2014Q4 202211
Private Wealth Partners, LLC 1010.08%0.66%0.84%Q2 2013Q1 201911
Rempart Asset Management Inc. 11112.57%3.07%3.32%Q2 2021Q4 202311
Hazelview Securities Inc. 11110.80%1.29%2.30%Q1 2017Q3 201911
Assured Investment Management LLC 770.03%0.40%0.83%Q3 2014Q1 201611
Dynamic Advisor Solutions LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
PINNACLE ASSOCIATES LTD 620.01%0.02%0.06%Q2 2013Q3 202311
DEERE & CO 11110.04%0.05%0.06%Q1 2014Q3 201611
STEELHEAD PARTNERS LLC 830.00%0.03%0.13%Q2 2013Q2 201611
Investment Management Corp of Ontario 1010.29%0.55%1.18%Q4 2020Q3 202311
AlphaStar Capital Management, LLC 11110.02%0.03%0.03%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
ZWEIG ADVISERS LLC 11110.42%0.65%1.16%Q4 2013Q2 201611
TDAM USA INC. 710.01%0.02%0.04%Q3 2013Q3 201711
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Hoese & Co LLP 11110.01%0.08%0.11%Q2 2021Q4 202311
Pembroke Management, LTD 830.03%0.06%0.13%Q1 2019Q3 202311
SVB WEALTH LLC 11110.00%0.00%0.01%Q3 2020Q1 202311
RELIANCE TRUST CO OF DELAWARE 11110.03%0.03%0.04%Q1 2015Q3 201711
Bristol Gate Capital Partners Inc. 10100.03%0.05%0.08%Q3 2018Q4 202010
SUMMIT SECURITIES GROUP LLC 310.00%0.13%0.39%Q4 2013Q1 202310
Cribstone Capital Management, LLC 10100.00%0.01%0.01%Q1 2018Q2 202010
Cresset Asset Management, LLC 510.00%0.00%0.01%Q4 2018Q3 202310
CT Financial Advisors LLC 910.00%0.00%0.01%Q1 2014Q4 201610
JOHNSON INVESTMENT COUNSEL INC 550.00%0.01%0.01%Q4 2013Q4 202210
BAXTER BROS INC 10100.05%0.09%0.14%Q4 2017Q1 202010
NISA INVESTMENT ADVISORS, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Horizon Investments, LLC 510.03%0.05%0.10%Q1 2020Q3 202310
CARRET ASSET MANAGEMENT, LLC 10100.03%0.03%0.03%Q1 2021Q2 202310
Adams Chetwood Wealth Management LLC 10100.14%0.36%0.46%Q4 2019Q1 202210
Armbruster Capital Management, Inc. 10100.01%0.01%0.02%Q4 2015Q1 201810
Amundi 10100.04%0.05%0.06%Q2 2021Q3 202310
Americana Partners, LLC 10100.09%0.21%0.46%Q2 2021Q3 202310
Bellwether Advisors, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
Pacer Advisors, Inc. 510.00%0.03%0.21%Q4 2013Q3 202310
FORA Capital, LLC 510.02%0.16%0.26%Q4 2019Q3 202310
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 910.01%0.05%0.06%Q2 2013Q3 202310
Enterprise Bank & Trust Co 10100.11%0.19%0.25%Q2 2021Q3 202310
Mn Services Vermogensbeheer B.V. 910.22%0.44%0.60%Q1 2016Q2 201910
Ruane, Cunniff & Goldfarb 10100.01%0.02%0.02%Q3 2013Q4 201510
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
JTC Employer Solutions Trustee Ltd 10100.08%0.12%0.16%Q2 2021Q3 202310
Bison Wealth, LLC 730.11%0.14%0.19%Q4 2014Q4 201910
SCHNIEDERS CAPITAL MANAGEMENT LLC 710.06%0.16%0.26%Q4 2016Q4 202210
BHF Kleinwort Benson Group S.A. 10100.49%0.82%1.98%Q2 2013Q3 201510
DELPHI MANAGEMENT INC /MA/ 10100.87%1.23%1.36%Q1 2013Q2 201510
Accel Wealth Management 10100.06%0.09%0.15%Q4 2020Q1 202310
CITY NATIONAL BANK 10100.00%0.00%0.01%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
FARMERS & MERCHANTS INVESTMENTS INC 10100.00%0.00%0.00%Q2 2013Q3 201510
Horan Securities, Inc. 730.00%0.01%0.01%Q4 2020Q2 202310
BDO Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
NATIONAL PLANNING CORP 990.02%0.02%0.03%Q3 2013Q3 20159
KING LUTHER CAPITAL MANAGEMENT CORP 990.03%0.04%0.05%Q4 2017Q4 20199
Koshinski Asset Management, Inc. 610.02%0.03%0.07%Q4 2017Q1 20239
OPPENHEIMER ASSET MANAGEMENT INC. 630.00%0.00%0.02%Q1 2017Q1 20209
Old Port Advisors 810.33%0.46%0.54%Q2 2021Q3 20239
Pendal Group Ltd 990.05%0.25%0.62%Q4 2020Q4 20229
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 540.00%0.01%0.02%Q1 2017Q2 20199
Legg Mason Asset Management (Japan) Co., Ltd. 990.86%1.19%1.35%Q2 2014Q2 20169
BUCKINGHAM STRATEGIC WEALTH, LLC 990.00%0.01%0.01%Q3 2021Q3 20239
West Family Investments, Inc. 540.10%0.16%0.22%Q2 2021Q3 20239
MONROE BANK & TRUST/MI 330.01%0.01%0.01%Q3 2015Q2 20189
Kozak & Associates, Inc. 990.02%0.04%0.05%Q3 2021Q3 20239
Lake Point Wealth Management 510.00%0.00%0.01%Q4 2018Q2 20229
MARATHON ASSET MANAGEMENT LLP 990.31%0.37%0.43%Q3 2017Q3 20199
Mount Yale Investment Advisors, LLC 630.01%0.03%0.04%Q1 2018Q3 20239
Asset Dedication, LLC 990.00%0.00%0.01%Q3 2018Q3 20209
DC Investments Management, LLC 990.12%0.28%0.39%Q2 2018Q2 20209
GLOBE LIFE INC. 992.75%3.43%4.26%Q3 2013Q3 20159
COHEN & STEERS, INC. 990.00%0.01%0.01%Q2 2016Q2 20189
OmniStar Financial Group, Inc. 990.27%0.30%0.35%Q3 2021Q3 20239
CONNING INC. 520.01%0.01%0.02%Q4 2016Q1 20229
HHM Wealth Advisors, LLC 990.00%0.00%0.00%Q1 2020Q1 20229
Goodwin Investment Advisory 990.03%0.03%0.04%Q4 2020Q4 20229
Main Street Research LLC 990.58%1.38%1.68%Q2 2013Q2 20159
EULAV Asset Management 990.03%0.26%0.31%Q2 2013Q2 20159
GSB Wealth Management, LLC 990.12%0.20%0.36%Q1 2021Q1 20239
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 990.02%0.05%0.06%Q2 2013Q2 20159
INVESTORS TRUST INC 991.55%1.82%2.06%Q2 2013Q2 20159
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.01%Q2 2013Q2 20159
PFG Private Wealth Management, LLC 990.00%0.04%0.06%Q3 2021Q3 20239
Key FInancial Inc 990.00%0.00%0.01%Q3 2021Q3 20239
Stanley-Laman Group, Ltd. 990.09%0.12%0.16%Q1 2014Q1 20169
SouthState Corp 510.00%0.03%0.06%Q3 2013Q1 20219
Cerebellum GP, LLC 410.01%0.14%0.29%Q4 2017Q2 20209
Gotham Asset Management, LLC 610.00%0.01%0.01%Q2 2015Q2 20209
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.04%0.12%Q3 2013Q1 20219
Capital World Investors 310.00%0.00%0.03%Q3 2018Q2 20229
Bayesian Capital Management, LP 210.03%0.13%0.37%Q3 2017Q3 20239
EP Wealth Advisors, LLC 540.00%0.00%0.01%Q2 2021Q3 20239
Private Ocean, LLC 510.00%0.01%0.01%Q1 2018Q3 20239
Prestige Wealth Management Group LLC 990.01%0.01%0.01%Q4 2018Q4 20209
Ameritas Investment Partners, Inc. 990.00%0.00%0.00%Q4 2015Q4 20179
TOTH FINANCIAL ADVISORY CORP 990.00%0.00%0.00%Q4 2017Q4 20199
TRUST CO OF VERMONT 610.00%0.01%0.03%Q2 2019Q3 20239
Whitnell & Co. 630.00%0.00%0.01%Q3 2015Q2 20189
CreativeOne Wealth, LLC 990.01%0.01%0.01%Q2 2021Q2 20239
Advisory Resource Group 990.07%0.11%0.16%Q3 2021Q3 20239
Lombard Odier Transatlantic Ltd 880.35%0.45%0.56%Q4 2014Q3 20168
Ashburton (Jersey) Ltd 880.01%0.04%0.07%Q2 2019Q1 20218
Walleye Capital LLC 440.00%0.01%0.04%Q4 2022Q3 20238
Mascoma Wealth Management LLC 710.00%0.00%0.00%Q1 2021Q1 20238
Y-Intercept (Hong Kong) Ltd 610.03%0.14%0.36%Q4 2020Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.00%0.00%0.00%Q4 2021Q3 20238
KMG FIDUCIARY PARTNERS, LLC 880.12%0.19%0.24%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
TI-TRUST, INC 880.50%0.56%0.60%Q4 2021Q3 20238
INTEGRAL DERIVATIVES, LLC 410.00%0.01%0.02%Q4 2013Q4 20178
Te Ahumairangi Investment Management Ltd 620.70%0.85%0.98%Q3 2020Q2 20238
Sequoia Financial Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Western Wealth Management, LLC 710.04%0.08%0.10%Q2 2021Q3 20238
MYCIO WEALTH PARTNERS, LLC 880.01%0.01%0.01%Q4 2014Q3 20168
THOMPSON DAVIS & CO., INC. 880.04%0.05%0.08%Q4 2016Q3 20188
Western Pacific Wealth Management, LP 880.00%0.02%0.04%Q4 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Metis Global Partners, LLC 880.07%0.46%0.81%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Stiles Financial Services Inc 880.12%0.17%0.20%Q4 2021Q3 20238
FMA ADVISORY INC 710.04%0.54%0.64%Q2 2013Q2 20158
Gratus Capital, LLC 880.08%0.10%0.10%Q2 2016Q1 20188
TD Waterhouse Canada Inc. 886.51%6.97%7.45%Q4 2021Q3 20238
Wagner Wealth Management, LLC 620.05%0.12%0.22%Q3 2021Q3 20238
Yorktown Management & Research Co Inc 620.08%0.18%0.24%Q3 2013Q1 20188
GROUP ONE TRADING, L.P. 510.00%0.00%0.01%Q2 2014Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.01%Q4 2020Q4 20228
TRUE Private Wealth Advisors 710.00%0.02%0.05%Q3 2018Q4 20208
CarsonAllaria Wealth Management, Ltd. 880.08%0.10%0.12%Q4 2021Q3 20238
Baystate Wealth Management LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Lido Advisors, LLC 410.00%0.00%0.02%Q4 2019Q3 20238
Five Oceans Advisors 880.33%0.41%0.53%Q4 2021Q3 20238
TCWP LLC 880.64%0.90%2.35%Q4 2021Q3 20238
RPG Investment Advisory, LLC 880.00%0.00%0.00%Q2 2017Q1 20198
Virtu Financial LLC 210.02%0.04%0.10%Q3 2017Q2 20238
Winfield Associates, Inc. 880.02%0.02%0.02%Q1 2016Q4 20178
SEVEN EIGHT CAPITAL, LP 210.02%0.10%0.23%Q4 2013Q1 20228
Wedmont Private Capital 880.04%0.07%0.12%Q4 2021Q3 20238
Hampstead Capital LLP 883.35%4.85%7.09%Q4 2016Q3 20188
Lehman Financial Resources, Inc. 880.01%0.02%0.02%Q3 2013Q2 20158
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
ROPES WEALTH ADVISORS LLC 530.00%0.01%0.02%Q2 2017Q4 20208
Parametric Risk Advisors LLC 880.28%0.49%0.75%Q2 2013Q1 20158
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Forum Financial Management, LP 880.03%0.06%0.09%Q4 2021Q3 20238
Loveless Wealth Management LLC 880.23%0.29%0.36%Q3 2020Q2 20228
NORTHSTAR INVESTMENT ADVISORS LLC 880.06%1.27%1.52%Q2 2013Q1 20158
SEEYOND 880.18%0.25%0.36%Q1 2021Q4 20228
Blueshift Asset Management, LLC 210.06%0.12%0.18%Q4 2018Q1 20238
NATIONAL BANK OF CANADA /FI/ 881.50%2.70%4.28%Q4 2021Q3 20238
ACG Wealth 710.03%0.03%0.05%Q3 2019Q3 20228
Schechter Investment Advisors, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
Cerity Partners LLC 880.00%0.01%0.01%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 420.00%0.00%0.00%Q2 2013Q3 20218
ACUITY INVESTMENT MANAGEMENT INC 885.81%8.22%9.30%Q2 2013Q1 20158
Douglass Winthrop Advisors, LLC 880.02%0.04%0.06%Q3 2016Q2 20188
Jacobus Wealth Management, Inc. 880.22%0.26%0.29%Q4 2015Q3 20178
Hilltop Holdings Inc. 880.04%0.06%0.07%Q1 2018Q4 20198
MIROVA 620.02%0.06%0.13%Q4 2018Q1 20228
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
PICTET ASSET MANAGEMENT SA 880.05%0.06%0.07%Q3 2021Q2 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.47%0.53%0.59%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.02%0.02%0.02%Q2 2013Q1 20158
Truvestments Capital LLC 310.01%0.02%0.05%Q3 2018Q1 20218
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.03%Q2 2013Q4 20147
Corient Capital Partners, LLC 770.02%0.02%0.03%Q1 2021Q3 20227
CULLEN/FROST BANKERS, INC. 510.00%0.00%0.00%Q1 2019Q3 20237
Beacon Pointe Advisors, LLC 770.01%0.03%0.08%Q1 2022Q3 20237
Brick & Kyle, Associates 770.01%0.01%0.01%Q3 2015Q1 20177
NorthCoast Asset Management LLC 210.05%0.50%2.07%Q2 2013Q3 20217
Algebris Investments (UK) LLP 210.54%2.33%4.07%Q3 2013Q1 20177
TILIA FIDUCIARY PARTNERS, INC. 770.08%0.09%0.10%Q4 2021Q2 20237
Numeric Investors LLC 770.01%0.03%0.10%Q2 2016Q4 20177
Schonfeld Strategic Advisors LLC 310.00%0.06%0.12%Q2 2020Q4 20227
MUFG Securities EMEA plc 610.43%1.31%3.00%Q1 2019Q2 20237
Integrated Wealth Management 770.02%0.03%0.06%Q1 2015Q3 20167
Anson Funds Management LP 320.32%4.29%11.89%Q1 2016Q2 20237
Ethic Inc. 510.01%0.12%0.19%Q4 2019Q4 20227
Landmark Bank 770.08%0.20%0.24%Q2 2018Q4 20197
ORRSTOWN FINANCIAL SERVICES INC 770.03%0.03%0.04%Q1 2017Q3 20187
Hudock, Inc. 770.00%0.00%0.00%Q2 2020Q4 20217
TCF National Bank 770.05%0.06%0.07%Q3 2019Q1 20217
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 770.01%0.01%0.04%Q1 2020Q3 20217
PDS Planning, Inc 430.04%0.04%0.05%Q3 2021Q3 20237
AIGEN INVESTMENT MANAGEMENT, LP 310.01%0.20%0.48%Q4 2019Q3 20237
Joel Isaacson & Co., LLC 770.00%0.00%0.00%Q2 2015Q4 20167
Valentine Capital Asset Management, Inc. 410.00%0.97%1.87%Q1 2012Q4 20157
Addison Advisors LLC 770.01%0.04%0.09%Q1 2022Q3 20237
City Financial Investment Co Ltd 410.06%0.51%0.88%Q1 2017Q4 20187
CGOV Asset Management 770.14%0.16%0.20%Q3 2016Q1 20187
MILES CAPITAL, INC. 770.11%0.19%0.22%Q3 2016Q1 20187
Edge Advisors, LLC 770.01%0.23%0.54%Q4 2016Q2 20187
VSR Financial Services, Inc. 770.07%0.09%0.12%Q4 2014Q2 20167
Banco de Sabadell, S.A 410.16%0.36%0.76%Q3 2018Q3 20207
Ninepoint Partners LP 510.05%0.13%0.20%Q1 2018Q3 20227
Fieldpoint Private Securities, LLC 610.01%0.02%0.07%Q3 2017Q2 20227
Cable Hill Partners, LLC 770.00%0.02%0.02%Q3 2017Q1 20197
WASHINGTON CAPITAL MANAGEMENT, INC 770.21%0.22%0.24%Q1 2017Q3 20187
Vantage Investment Advisors, LLC 520.00%0.00%0.01%Q3 2016Q3 20187
Regal Investment Advisors LLC 510.05%0.07%0.08%Q4 2018Q4 20207
Avestar Capital, LLC 770.00%0.01%0.01%Q4 2017Q2 20197
PARK NATIONAL CORP /OH/ 430.01%0.02%0.02%Q2 2014Q2 20167
Stonehage Fleming (UK) Ltd 610.16%0.19%0.23%Q1 2014Q4 20157
Vise Technologies, Inc. 770.09%0.13%0.18%Q1 2022Q3 20237
HOWE & RUSLING INC 410.00%0.00%0.01%Q1 2016Q2 20217
PDT Partners, LLC 210.02%0.06%0.11%Q2 2014Q1 20227
HB Wealth Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
MAI Capital Management 520.00%0.00%0.01%Q4 2021Q3 20237
STRATEGY ASSET MANAGERS LLC 772.04%2.18%2.34%Q3 2013Q1 20157
Chemistry Wealth Management LLC 770.14%0.18%0.21%Q1 2022Q3 20237
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 770.02%0.03%0.03%Q3 2021Q1 20237
TAYLOR ASSET MANAGEMENT INC 610.95%3.18%4.51%Q4 2014Q1 20177
SeaCrest Wealth Management, LLC 610.00%0.00%0.00%Q4 2017Q2 20227
Moreno Evelyn V 770.06%0.07%0.12%Q1 2022Q3 20237
SpiderRock Advisors, LLC 210.01%0.08%0.16%Q3 2017Q3 20217
ClearBridge Investments 610.00%0.00%0.00%Q4 2015Q1 20187
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
AE Wealth Management LLC 770.00%0.00%0.00%Q2 2021Q4 20227
TOWNSQUARE CAPITAL LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Rehmann Capital Advisory Group 520.00%0.14%0.51%Q3 2009Q1 20197
CHEMICAL BANK 770.02%0.05%0.07%Q4 2017Q2 20197
HANSEATIC MANAGEMENT SERVICES INC 770.00%0.00%0.00%Q1 2017Q3 20187
WealthPLAN Partners, LLC 210.01%0.02%0.04%Q1 2015Q2 20237
TCW GROUP INC 610.01%0.01%0.02%Q1 2017Q4 20187
NORDEA INVESTMENT MANAGEMENT AB 770.55%0.76%1.05%Q3 2018Q1 20207
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q3 20237
Carson Advisory Inc. 770.19%0.22%0.25%Q4 2021Q2 20237
Clarkston Capital Partners, LLC 520.00%0.00%0.00%Q2 2021Q2 20237
TIVERTON ASSET MANAGEMENT LLC 610.00%0.06%0.14%Q4 2016Q3 20197
PRINCIPAL FINANCIAL GROUP INC 770.00%0.01%0.01%Q1 2022Q3 20237
SPROTT INC. 410.03%0.12%0.29%Q1 2015Q3 20237
WASHINGTON TRUST Co 410.00%0.00%0.00%Q1 2020Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.02%0.02%0.02%Q1 2018Q3 20197
TRANSCEND CAPITAL ADVISORS, LLC 770.02%0.03%0.05%Q4 2020Q2 20227
MACROVIEW INVESTMENT MANAGEMENT LLC 770.00%0.01%0.01%Q3 2018Q1 20207
ALGERT GLOBAL LLC 410.01%0.04%0.12%Q1 2020Q2 20237
Convergence Investment Partners, LLC 410.00%0.05%0.11%Q2 2013Q1 20187
ClariVest Asset Management LLC 770.59%0.71%0.75%Q3 2021Q1 20237
TOBAM 770.01%0.02%0.02%Q1 2022Q3 20237
Ranger International Management, LP 770.02%0.57%3.43%Q4 2015Q2 20177
LifePlan Financial Group, Inc 310.05%0.09%0.15%Q3 2013Q3 20187
COUNTRY CLUB BANK /GFN 770.66%0.82%1.01%Q1 2022Q3 20237
LIBERTY WEALTH MANAGEMENT LLC 770.00%0.00%0.00%Q4 2018Q2 20207
Squar Milner Financial Services LLC 520.01%0.02%0.02%Q2 2018Q1 20207
Moisand Fitzgerald Tamayo, LLC 610.00%0.00%0.00%Q3 2019Q3 20237
MANCHESTER FINANCIAL INC 610.00%0.00%0.01%Q2 2019Q1 20217
CSat Investment Advisory, L.P. 610.06%0.28%0.73%Q2 2019Q1 20217
MARINO, STRAM & ASSOCIATES LLC 660.01%0.01%0.02%Q4 2017Q1 20196
ROWLANDMILLER & PARTNERS.ADV 310.02%0.03%0.06%Q4 2014Q4 20236
Polar Capital Holdings Plc 660.04%0.05%0.07%Q2 2022Q3 20236
MITCHELL CAPITAL MANAGEMENT CO 660.07%0.17%0.23%Q3 2020Q4 20216
AMERICAN ASSETS INC 660.20%0.22%0.24%Q3 2015Q4 20166
AGRAN LIBBIE 660.10%0.11%0.12%Q4 2015Q1 20176
IHT Wealth Management, LLC 660.00%0.01%0.04%Q4 2016Q1 20186
SIMPLEX TRADING, LLC 310.01%0.04%0.10%Q4 2014Q1 20176
AMF Tjanstepension AB 660.71%0.88%0.98%Q4 2014Q1 20166
BRANDYWINE OAK PRIVATE WEALTH LLC 660.04%0.08%0.11%Q2 2019Q3 20206
Altrius Capital Management Inc 661.40%1.69%1.87%Q2 2022Q3 20236
MANA Advisors LLC 310.60%1.44%3.92%Q4 2017Q3 20196
INVESTMENT CENTERS OF AMERICA INC 510.02%0.05%0.06%Q1 2016Q3 20176
HORIZON FINANCIAL SERVICES, LLC 660.04%0.05%0.06%Q3 2020Q4 20216
FRED ALGER MANAGEMENT, LLC 510.00%0.00%0.00%Q4 2015Q1 20196
BALDWIN BROTHERS LLC/MA 510.00%0.00%0.00%Q2 2016Q4 20236
Cannell & Co. 660.01%0.01%0.01%Q2 2022Q3 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.08%0.09%0.10%Q2 2022Q3 20236
Power Corp of Canada 510.04%0.31%0.45%Q1 2022Q3 20236
MOTCO 410.00%0.00%0.00%Q3 2017Q3 20226
1919 Investment Counsel, LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Zurich Insurance Group Ltd/FI 310.02%0.07%0.16%Q3 2017Q1 20216
ATWOOD & PALMER INC 660.00%0.00%0.00%Q3 2014Q4 20156
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
WESTWOOD HOLDINGS GROUP INC 420.00%0.00%0.00%Q4 2021Q3 20236
RELIANCE TRUST CO 660.21%0.24%0.28%Q3 2013Q4 20146
Phoenix Wealth Advisors 660.14%0.18%0.25%Q4 2020Q1 20226
COMMUNITY FINANCIAL SYSTEM, INC. 660.01%0.02%0.02%Q2 2013Q3 20146
Community Financial Services Group, LLC 660.21%0.22%0.23%Q1 2015Q2 20166
Blue Trust, Inc. 660.02%0.02%0.03%Q2 2022Q3 20236
Ancora Advisors LLC 420.00%0.00%0.00%Q4 2020Q3 20236
Taylor Hoffman Wealth Management 510.00%0.00%0.00%Q4 2018Q2 20206
Sigma Planning Corp 510.01%0.02%0.08%Q4 2016Q2 20226
Great Lakes Retirement, Inc. 420.19%0.21%0.28%Q4 2019Q3 20236
Municipal Employees' Retirement System of Michigan 660.01%0.01%0.01%Q4 2015Q1 20176
Global Financial Private Capital, Inc 660.01%0.02%0.02%Q4 2017Q1 20196
OPTIMUM INVESTMENT ADVISORS 660.01%0.01%0.01%Q3 2022Q4 20236
Hexagon Capital Partners LLC 660.01%0.01%0.02%Q2 2022Q3 20236
EXENCIAL WEALTH ADVISORS, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.07%0.19%0.30%Q2 2013Q3 20146
Laurel Wealth Planning LLC 660.01%0.01%0.01%Q3 2021Q4 20226
BlueCrest Capital Management Ltd 210.01%0.06%0.22%Q4 2016Q3 20196
Quad-Cities Investment Group, LLC 660.04%0.05%0.05%Q2 2018Q3 20196
Penobscot Investment Management Company, Inc. 660.07%0.08%0.08%Q3 2013Q4 20146
Charter Oak Capital Management, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Retirement Group, LLC 510.00%0.00%0.01%Q4 2021Q3 20236
Resurgent Financial Advisors LLC 660.08%0.17%0.46%Q2 2022Q3 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 660.19%0.23%0.28%Q2 2022Q3 20236
Campbell & CO Investment Adviser LLC 210.09%0.39%0.92%Q3 2017Q1 20226
Perigon Wealth Management, LLC 310.00%0.01%0.02%Q3 2016Q4 20206
Vigilant Capital Management, LLC 660.01%0.01%0.02%Q4 2017Q1 20196
SPINNAKER TRUST 660.01%0.02%0.02%Q4 2021Q1 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
PHYSICIANS FINANCIAL SERVICES, INC. 510.06%0.07%0.08%Q4 2015Q1 20226
Madden Advisory Services, Inc. 660.02%0.03%0.05%Q2 2013Q3 20146
SMITH SHELLNUT WILSON LLC /ADV 660.27%0.30%0.31%Q4 2016Q1 20186
MEEDER ASSET MANAGEMENT INC 310.00%0.00%0.01%Q2 2019Q4 20216
Natixis Investment Managers International 420.01%0.02%0.05%Q4 2017Q2 20226
Carlson Capital Management 660.01%0.02%0.02%Q2 2022Q3 20236
Selective Wealth Management, Inc. 510.01%0.07%0.19%Q3 2018Q2 20216
CoreFirst Bank & Trust 660.01%0.01%0.01%Q2 2022Q3 20236
abrdn plc 550.02%0.02%0.02%Q3 2022Q3 20235
NuWave Investment Management, LLC 210.01%0.24%0.71%Q3 2020Q2 20225
FIRST HORIZON CORP 410.00%0.01%0.04%Q2 2013Q2 20215
Harfst & Associates, Inc. 320.00%0.00%0.00%Q2 2015Q2 20175
WILMINGTON TRUST CO 550.01%0.01%0.02%Q2 2013Q2 20145
Front Row Advisors LLC 550.00%0.00%0.00%Q4 2017Q4 20185
TimeScale Financial, Inc. 550.01%0.01%0.01%Q2 2019Q2 20205
Blueprint Investment Partners LLC 320.04%0.07%0.11%Q3 2021Q1 20235
Homrich & Berg 550.05%0.07%0.09%Q4 2013Q4 20145
FIRST NEW YORK SECURITIES LLC /NY 550.00%0.00%0.00%Q4 2015Q4 20165
Laurel Wealth Advisors, Inc. 550.02%0.02%0.02%Q4 2021Q4 20225
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 320.01%0.01%0.02%Q1 2017Q2 20185
BlackRock Group LTD 550.00%0.00%0.00%Q4 2015Q4 20165
Monaco Asset Management SAM 210.26%1.33%2.70%Q4 2019Q2 20235
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
HIGHBRIDGE CAPITAL MANAGEMENT LLC 310.00%0.01%0.02%Q3 2014Q2 20165
Tufton Capital Management 550.04%0.04%0.05%Q1 2021Q1 20225
Teza Capital Management LLC 410.12%0.28%0.41%Q4 2017Q1 20195
Lumature Wealth Partners, LLC 550.00%0.00%0.01%Q1 2021Q1 20225
CULLINAN ASSOCIATES INC 550.02%0.02%0.02%Q3 2022Q3 20235
Peak Asset Management, LLC 550.06%0.06%0.07%Q3 2022Q3 20235
Atlas Private Wealth Management, LLC 550.05%0.05%0.05%Q4 2019Q4 20205
Intelligence Driven Advisers, LLC 550.06%0.06%0.07%Q2 2022Q2 20235
HABERER REGISTERED INVESTMENT ADVISOR INC 550.00%0.00%0.00%Q3 2013Q3 20145
TREMBLANT CAPITAL GROUP 550.01%0.03%0.06%Q3 2022Q3 20235
Mine & Arao Wealth Creation & Management, LLC. 550.00%0.00%0.00%Q3 2022Q3 20235
MUFG SECURITIES (CANADA), LTD. 553.07%4.65%8.69%Q4 2020Q4 20215
XTX Topco Ltd 310.12%0.14%0.18%Q1 2021Q4 20225
Cypress Wealth Advisors LLC 550.14%0.16%0.18%Q1 2016Q1 20175
Harvest Fund Management Co., Ltd 550.00%0.01%0.02%Q3 2022Q3 20235
Gideon Capital Advisors, Inc. 210.12%0.36%0.80%Q1 2015Q1 20195
Newbridge Financial Services Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
Thomas J. Herzfeld Advisors, Inc. 550.00%0.00%0.00%Q1 2019Q1 20205
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q1 2019Q1 20215
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
BlackRock Institutional Trust Company, N.A. 410.00%0.00%0.00%Q3 2014Q3 20165
SECURITY NATIONAL TRUST CO 550.01%0.01%0.02%Q3 2013Q3 20145
DUALITY ADVISERS, LP 410.08%0.28%0.39%Q1 2022Q3 20235
Welch Investments, LLC 550.17%0.22%0.24%Q4 2016Q4 20175
Landsberg, Bennett, & Dubbaneh LLC 550.06%0.07%0.08%Q4 2018Q4 20195
TUDOR INVESTMENT CORP ET AL 210.00%0.01%0.01%Q1 2022Q3 20235
Murchinson Ltd. 210.00%0.69%1.69%Q1 2022Q3 20235
Artemis Investment Management LLP 550.06%0.17%0.21%Q3 2018Q3 20195
LSV ASSET MANAGEMENT 550.00%0.00%0.00%Q2 2017Q2 20185
Bridgefront Capital, LLC 310.10%0.22%0.38%Q4 2020Q4 20225
PARK AVENUE SECURITIES LLC 550.00%0.01%0.01%Q4 2021Q4 20225
Brookfield Asset Management 550.01%0.01%0.01%Q2 2013Q2 20145
Stanford Investment Group, Inc. 552.67%2.89%3.12%Q4 2015Q4 20165
Highlander Capital Management, LLC 550.02%0.04%0.06%Q1 2015Q1 20165
High Net Worth Advisory Group LLC 550.00%0.00%0.00%Q4 2021Q4 20225
B. Riley Wealth Management, Inc. 550.00%0.00%0.00%Q1 2014Q1 20155
Hayden Royal, LLC 410.11%0.24%0.32%Q4 2018Q4 20215
BRASADA CAPITAL MANAGEMENT, LP 550.01%0.01%0.01%Q4 2017Q4 20185
Sunbelt Securities, Inc. 320.00%0.04%0.11%Q3 2019Q3 20235
Progressive Investment Management Corp 551.36%1.48%1.70%Q2 2015Q2 20165
Colonial Trust Co / SC 550.06%0.07%0.08%Q3 2022Q3 20235
GOODWIN DANIEL L 410.01%0.01%0.01%Q1 2014Q2 20155
ROTHSCHILD INVESTMENT LLC /IL 550.04%0.05%0.06%Q2 2013Q2 20145
Laurion Capital Management LP 110.00%0.01%0.02%Q1 2017Q3 20195
National Pension Service 410.47%0.53%0.64%Q4 2016Q1 20205
ETRADE Capital Management LLC 550.01%0.01%0.01%Q1 2017Q1 20185
GQG Partners LLC 551.43%1.72%2.35%Q1 2021Q1 20225
ADVISOR PARTNERS II, LLC 550.06%0.09%0.11%Q3 2022Q3 20235
Advisory Alpha, LLC 310.02%0.02%0.03%Q1 2019Q3 20205
EASTERN BANK 550.13%0.16%0.17%Q4 2017Q4 20185
Kathmere Capital Management, LLC 550.05%0.08%0.10%Q2 2022Q2 20235
NumerixS Investment Technologies Inc 210.01%0.09%0.19%Q1 2015Q3 20165
First Affirmative Financial Network 550.24%0.31%0.36%Q4 2022Q4 20235
Clearstead Trust, LLC 320.01%0.01%0.02%Q2 2017Q3 20185
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.03%Q4 2016Q4 20175
PREMIER ASSET MANAGEMENT LLC 550.09%0.13%0.17%Q4 2015Q4 20165
J.W. COLE ADVISORS, INC. 320.05%0.17%0.59%Q4 2019Q1 20215
QCM Cayman, Ltd. 210.07%0.37%0.91%Q3 2013Q4 20165
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 550.19%0.28%0.37%Q4 2019Q4 20205
PRING TURNER CAPITAL GROUP INC 553.26%3.44%3.80%Q4 2013Q4 20145
Gupta Wealth Management LLC 550.01%0.02%0.02%Q1 2015Q1 20165
Prudent Man Advisors, LLC 320.08%0.09%0.10%Q2 2021Q3 20235
Clarus Wealth Advisors 550.01%0.01%0.01%Q2 2018Q2 20195
PITTENGER & ANDERSON INC 550.04%0.05%0.06%Q4 2013Q4 20145
Aprio Wealth Management, LLC 550.40%0.46%0.53%Q3 2022Q3 20235
Snowden Capital Advisors LLC 210.00%0.01%0.01%Q2 2019Q3 20225
SILVER OAK SECURITIES, Inc 220.04%0.05%0.05%Q1 2022Q1 20234
Clearview Wealth Advisors LLC 440.02%0.02%0.02%Q4 2020Q3 20214
LAKE STREET PRIVATE WEALTH, LLC 440.06%0.07%0.08%Q4 2020Q3 20214
HRT FINANCIAL LP 210.01%0.04%0.07%Q3 2018Q3 20234
Baader Bank Aktiengesellschaft 440.11%0.12%0.12%Q4 2021Q3 20224
Andrew Hill Investment Advisors, Inc. 444.23%4.99%5.69%Q4 2021Q3 20224
Krilogy Financial LLC 310.01%0.11%0.19%Q2 2016Q4 20204
Petrus Trust Company, LTA 310.02%0.05%0.10%Q4 2021Q4 20224
WEALTHSOURCE PARTNERS, LLC 310.04%0.07%0.09%Q3 2016Q1 20184
F&C Asset Management plc 440.02%0.02%0.03%Q2 2013Q1 20144
Ritter Daniher Financial Advisory LLC / DE 440.01%0.01%0.01%Q4 2022Q3 20234
Penserra Capital Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JAG CAPITAL MANAGEMENT, LLC 220.04%0.04%0.04%Q1 2015Q3 20164
H. L. Ormond & Company, LLC 440.87%0.91%0.98%Q4 2021Q3 20224
WASHINGTON TRUST BANK 310.00%0.01%0.01%Q4 2014Q3 20184
Quantinno Capital Management LP 440.02%0.05%0.07%Q4 2022Q3 20234
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.04%0.06%0.11%Q4 2022Q3 20234
CVA Family Office, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Algebris (UK) Ltd 440.55%1.37%3.49%Q2 2017Q1 20184
HIGHFIELDS CAPITAL MANAGEMENT LP 440.00%0.00%0.00%Q2 2015Q1 20164
WILLIAMS JONES & ASSOCIATES LLC 310.01%0.01%0.01%Q2 2013Q3 20164
Ascent Group, LLC 220.03%0.03%0.04%Q1 2022Q1 20234
Hotaling Investment Management, LLC 310.08%0.14%0.17%Q2 2021Q2 20224
CLEAR INVESTMENT RESEARCH, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Diversified Trust Co 440.01%0.02%0.02%Q1 2023Q4 20234
Principal Street Partners, LLC 440.11%0.12%0.17%Q4 2022Q3 20234
BANQUE PICTET & CIE SA 210.00%0.01%0.01%Q1 2015Q1 20224
Schubert & Co 440.01%0.01%0.02%Q2 2022Q1 20234
Applied Capital LLC/FL 441.50%1.59%1.65%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Tradition Wealth Management, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
SPOT TRADING L.L.C. 220.01%0.02%0.03%Q2 2017Q3 20174
LEVEL FOUR FINANCIAL, LLC 440.17%0.17%0.18%Q4 2020Q3 20214
State of Wyoming 210.05%0.13%0.34%Q1 2022Q3 20234
WESBANCO BANK INC 310.01%0.01%0.01%Q2 2016Q2 20174
Galvin, Gaustad & Stein, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q1 2015Q3 20224
Engineers Gate Manager LP 210.01%0.02%0.04%Q3 2021Q3 20234
AGF MANAGEMENT LTD 441.23%1.34%1.55%Q4 2022Q3 20234
Quantitative Systematic Strategies LLC 440.04%0.12%0.19%Q3 2020Q2 20214
McCarthy Grittinger Financial Group, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Daiwa SB Investments Ltd. 441.32%1.52%1.79%Q3 2014Q2 20154
Princeton Alpha Management LP 210.06%0.10%0.13%Q3 2014Q4 20154
Financial Advocates Investment Management 440.03%0.06%0.07%Q4 2017Q3 20184
KMS FINANCIAL SERVICES, INC 440.03%0.04%0.04%Q4 2013Q3 20144
One Wealth Advisors, LLC 440.00%0.19%0.30%Q4 2017Q3 20184
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 310.06%0.07%0.08%Q2 2021Q2 20224
BRADY FAMILY WEALTH, LLC 440.25%0.27%0.30%Q4 2022Q3 20234
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 310.02%0.02%0.03%Q2 2016Q2 20174
Fullerton Fund Management Co Ltd. 440.04%1.53%2.36%Q3 2021Q2 20224
Wealthsimple Inc. 440.04%0.04%0.06%Q4 2021Q3 20224
Venturi Wealth Management, LLC 440.03%0.03%0.04%Q3 2021Q2 20224
WIN ADVISORS, INC 440.01%0.02%0.07%Q1 2022Q4 20224
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
ExodusPoint Capital Management, LP 110.00%0.02%0.04%Q4 2018Q1 20214
NFJ INVESTMENT GROUP, LLC 440.04%0.05%0.05%Q1 2021Q4 20214
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
BECKER CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q1 2018Q4 20184
Galibier Capital Management Ltd. 440.07%0.08%0.09%Q4 2022Q3 20234
CONTINENTAL ADVISORS LLC 220.21%0.52%0.78%Q1 2017Q2 20184
Maven Securities LTD 440.02%0.03%0.04%Q4 2021Q3 20224
Farmers & Merchants Trust Co of Chambersburg PA 440.01%0.01%0.01%Q4 2022Q3 20234
Lourd Capital, LLC 220.04%0.07%0.12%Q4 2017Q4 20184
BRYN MAWR CAPITAL MANAGEMENT INC 440.11%0.24%0.32%Q4 2013Q3 20144
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.01%0.01%Q3 2018Q2 20194
Garde Capital, Inc. 310.01%0.01%0.01%Q2 2022Q2 20234
GTS SECURITIES LLC 220.00%0.01%0.04%Q2 2023Q3 20234
DIXON HUBARD FEINOUR & BROWN INC/VA 310.09%0.18%0.22%Q4 2014Q2 20224
Bleakley Financial Group, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
RONALD BLUE & CO LLC 440.06%0.08%0.09%Q2 2014Q1 20154
BOSTON PRIVATE BANK & TRUST CO 440.00%0.00%0.00%Q2 2014Q1 20154
MALTESE CAPITAL MANAGEMENT LLC 220.14%0.39%0.62%Q1 2020Q4 20224
Aspen Grove Capital, LLC 440.81%0.98%1.14%Q4 2022Q3 20234
ELCO Management Co., LLC 210.10%0.11%0.12%Q3 2017Q3 20194
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
PRUDENTIAL FINANCIAL INC 220.00%0.00%0.00%Q3 2021Q1 20234
Mitsubishi UFJ Asset Management Co., Ltd. 440.00%0.00%0.00%Q2 2020Q1 20214
Liberty Mutual Group Asset Management Inc. 210.02%0.04%0.10%Q2 2017Q3 20184
AEGON ASSET MANAGEMENT UK PLC 440.91%2.83%4.35%Q3 2014Q2 20154
ROYAL LONDON ASSET MANAGEMENT LTD 440.00%0.02%0.03%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.10%0.12%0.15%Q4 2022Q3 20234
LBP AM SA 440.09%0.11%0.14%Q4 2022Q3 20234
Orion Portfolio Solutions, LLC 310.00%0.01%0.01%Q4 2019Q3 20234
BlackDiamond Wealth Management, LLC 440.34%0.42%0.52%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.14%0.15%0.16%Q4 2021Q3 20224
Eastover Investment Advisors LLC 440.99%1.05%1.11%Q1 2020Q4 20204
McAdams Wright Ragen, Inc. 440.01%0.02%0.02%Q4 2013Q3 20144
Single Point Partners, LLC 440.06%0.07%0.08%Q2 2022Q1 20234
KANALY TRUST CO 440.03%0.03%0.03%Q4 2013Q3 20144
Centiva Capital, LP 110.01%0.01%0.02%Q1 2021Q3 20233
BLUEFIN CAPITAL MANAGEMENT, LLC 220.00%0.05%0.13%Q4 2021Q1 20223
Gary Goldberg Planning Services Inc 330.01%0.01%0.01%Q2 2014Q4 20143
Neuberger Berman Canada ULC 330.65%1.08%1.69%Q3 2014Q1 20153
Spectrum Asset Management, Inc. (NB/CA) 210.06%0.07%0.09%Q2 2021Q1 20223
Sonora Investment Management, LLC 210.00%0.00%0.00%Q1 2018Q3 20213
Jane Street Holding, LLC 330.03%0.05%0.08%Q2 2013Q4 20133
Phillips Wealth Planners LLC 330.31%0.33%0.35%Q1 2023Q3 20233
Abbrea Capital, LLC 330.07%0.08%0.09%Q2 2019Q4 20193
BANK OF HAWAII 330.02%0.02%0.02%Q4 2020Q2 20213
MQS Management LLC 110.37%0.50%0.76%Q1 2022Q2 20233
AMERICAFIRST CAPITAL MANAGEMENT, LLC 330.09%0.12%0.15%Q2 2016Q4 20163
HBK INVESTMENTS L P 110.01%0.02%0.02%Q2 2013Q3 20163
Knott David M Jr 330.09%0.10%0.10%Q1 2022Q3 20223
JACKSON PARK CAPITAL, LLC 332.23%3.56%4.24%Q3 2015Q1 20163
BIP Wealth, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.01%Q4 2017Q3 20183
Ruggaard & Associates LLC 330.27%0.29%0.30%Q1 2023Q3 20233
QCI ASSET MANAGEMENT INC/NY 330.00%0.00%0.00%Q3 2019Q1 20203
Clean Yield Group 110.00%0.01%0.01%Q3 2016Q3 20213
Elite Wealth Management, Inc. 330.01%0.01%0.02%Q1 2013Q3 20133
PAYDEN & RYGEL 331.03%1.11%1.16%Q3 2017Q1 20183
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
WEXFORD CAPITAL LP 330.02%0.05%0.08%Q2 2022Q4 20223
Harvest Portfolios Group Inc. 330.12%0.12%0.12%Q1 2023Q3 20233
TECTONIC ADVISORS LLC 330.06%0.07%0.09%Q1 2021Q3 20213
MCRAE CAPITAL MANAGEMENT INC 210.04%0.05%0.05%Q2 2021Q1 20223
THRIVENT FINANCIAL FOR LUTHERANS 210.00%0.00%0.00%Q3 2017Q1 20223
WP Advisors, LLC 210.04%0.04%0.04%Q2 2018Q1 20193
Mechanics Financial Corp 330.01%0.01%0.02%Q4 2021Q2 20223
Risk Paradigm Group, LLC 330.00%0.01%0.02%Q1 2015Q3 20153
Perpetual Ltd 210.01%0.04%0.12%Q2 2014Q2 20233
B. Riley Financial, Inc. 331.01%1.70%2.11%Q2 2017Q4 20173
Connectus Wealth, LLC 210.02%0.03%0.05%Q4 2021Q3 20233
JUPITER ASSET MANAGEMENT LTD 210.00%0.02%0.06%Q3 2020Q1 20223
GAM Holding AG 330.01%0.01%0.02%Q4 2016Q2 20173
Pinnacle West Asset Management, Inc. 330.34%0.37%0.40%Q1 2023Q3 20233
tru Independence LLC 330.00%0.00%0.00%Q4 2019Q2 20203
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Cerro Pacific Wealth Advisors LLC 210.12%0.20%0.31%Q4 2020Q1 20233
Icon Wealth Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SPHINX TRADING, LP 220.04%0.05%0.05%Q4 2015Q1 20163
CALDWELL SUTTER CAPITAL, INC. 330.00%0.01%0.02%Q1 2023Q3 20233
Pallas Capital Advisors LLC 330.03%0.05%0.06%Q2 2021Q4 20213
PUTNAM INVESTMENTS LLC 330.00%0.00%0.00%Q3 2018Q1 20193
ASSET ADVISORS CORP 330.03%0.03%0.03%Q3 2017Q1 20183
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Lingohr Asset Management GmbH 330.33%0.51%0.62%Q2 2013Q4 20133
Planning Solutions Group LLC 330.14%0.15%0.15%Q4 2018Q2 20193
EQUITEC PROPRIETARY MARKETS, LLC 220.01%0.01%0.02%Q4 2015Q1 20163
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
AlphaQ Advisors LLC 330.23%0.24%0.28%Q1 2023Q3 20233
BRIGADE CAPITAL MANAGEMENT, LP 211.02%1.69%2.06%Q4 2014Q1 20163
Cannell & Spears LLC 330.03%0.03%0.03%Q3 2015Q1 20163
Brown Shipley& Co Ltd 331.10%1.39%1.72%Q1 2023Q3 20233
Kore Private Wealth LLC 330.01%0.01%0.01%Q4 2019Q2 20203
DAYMARK WEALTH PARTNERS, LLC 330.03%0.03%0.04%Q4 2022Q2 20233
Bluefin Trading, LLC 210.04%0.05%0.05%Q3 2014Q1 20173
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 210.00%0.01%0.02%Q4 2019Q1 20223
Benson Investment Management Company, Inc. 330.10%0.10%0.11%Q4 2016Q2 20173
OSTRUM ASSET MANAGEMENT 330.13%0.13%0.14%Q1 2023Q3 20233
Wilmington Trust, National Association 330.01%0.01%0.01%Q4 2013Q2 20143
Executive Wealth Management, LLC 330.00%0.01%0.01%Q4 2018Q2 20193
Dakota Wealth Management 330.02%0.03%0.04%Q3 2022Q1 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 210.00%0.01%0.02%Q1 2020Q3 20233
MIRABELLA FINANCIAL SERVICES LLP 330.04%0.06%0.08%Q1 2023Q3 20233
Global Strategic Investment Solutions, LLC 330.06%0.07%0.08%Q1 2021Q3 20213
Global X Management CO LLC 210.00%0.00%0.00%Q2 2016Q2 20173
Beirne Wealth Consulting Services, LLC 210.17%0.22%0.28%Q2 2020Q3 20223
CYPRESS CAPITAL MANAGEMENT LLC 110.03%0.04%0.04%Q4 2017Q3 20193
Utah Retirement Systems 330.20%0.22%0.24%Q1 2023Q3 20233
WESPAC Advisors SoCal, LLC 330.01%0.01%0.01%Q4 2015Q2 20163
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Financial Gravity Companies, Inc. 210.04%0.04%0.05%Q4 2017Q4 20183
Spectrum Management Group, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Prime Capital Investment Advisors, LLC 110.00%0.01%0.01%Q4 2018Q2 20233
Optiver Holding B.V. 210.00%0.00%0.00%Q2 2021Q3 20233
Capital International Investors 330.00%0.00%0.00%Q3 2019Q1 20203
Edge Capital Group, LLC 330.02%0.08%0.12%Q1 2023Q3 20233
St. Louis Trust Co 330.12%0.13%0.13%Q1 2020Q3 20203
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.03%Q3 2022Q3 20233
Partnervest Advisory Services LLC 330.01%0.01%0.01%Q4 2013Q2 20143
Simplicity Solutions, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Canoe Financial LP 332.14%2.84%3.31%Q1 2023Q3 20233
Gryphon Financial Partners LLC 330.04%0.05%0.06%Q4 2017Q2 20183
Kames Capital Management Ltd 210.04%1.34%2.12%Q3 2013Q4 20143
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 338.28%8.46%8.62%Q2 2013Q4 20133
MBA Advisors LLC 210.10%0.12%0.14%Q2 2021Q1 20223
FOX RUN MANAGEMENT, L.L.C. 110.12%0.28%0.57%Q3 2016Q3 20203
MONETARY MANAGEMENT GROUP INC 210.00%0.00%0.00%Q4 2019Q4 20203
Manchester Capital Management LLC 330.01%0.01%0.01%Q2 2014Q4 20143
TIAA CREF TRUST CO FSB/MO 330.01%0.01%0.01%Q3 2016Q1 20173
Independence Trust CO 330.14%0.18%0.22%Q4 2014Q2 20153
Heritage Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
Quent Capital, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Maryland State Retirement & Pension System 330.10%0.10%0.10%Q1 2023Q3 20233
BHK Investment Advisors, LLC 330.18%0.19%0.20%Q1 2021Q3 20213
Commonwealth Retirement Investments LLC 331.93%2.01%2.05%Q4 2022Q2 20233
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.05%0.06%0.08%Q2 2017Q3 20183
Archford Capital Strategies, LLC 330.10%0.13%0.15%Q2 2019Q4 20193
qPULA Trading Management LP 210.57%0.84%1.16%Q1 2021Q4 20213
True Wealth Design, LLC 330.27%0.30%0.33%Q4 2022Q2 20233
Fidelity National Financial, Inc. 330.24%0.30%0.37%Q1 2023Q3 20233
Private Portfolio Partners LLC 330.12%0.15%0.18%Q4 2018Q2 20193
Modera Wealth Management, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
XPONANCE, INC. 220.01%0.01%0.01%Q3 2020Q4 20202
Lombard Odier Asset Management (USA) Corp 110.07%0.07%0.07%Q1 2021Q1 20212
Weiss Multi-Strategy Advisers LLC 221.01%1.03%1.04%Q1 2017Q2 20172
High Falls Advisors, Inc 110.06%0.06%0.06%Q4 2015Q2 20162
SILVERCREST ASSET MANAGEMENT GROUP LLC 220.02%0.02%0.02%Q4 2015Q1 20162
WBI INVESTMENTS, LLC 220.71%0.82%0.92%Q2 2013Q3 20132
BUCKHEAD CAPITAL MANAGEMENT LLC 220.23%0.23%0.24%Q2 2019Q3 20192
TD Capital Management LLC 220.02%0.03%0.03%Q2 2013Q3 20132
DCM Advisors, LLC 110.16%0.18%0.21%Q4 2021Q2 20222
Alpha DNA Investment Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Grey Fox Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Advocacy Wealth Management Services, LLC 220.01%0.02%0.02%Q2 2013Q3 20132
Solstein Capital, LLC 220.31%0.48%0.66%Q1 2022Q2 20222
Savant Capital, LLC 220.00%0.04%0.08%Q1 2023Q2 20232
Windsor Capital Management, LLC 110.00%0.01%0.01%Q4 2013Q3 20152
Serengeti Asset Management LP 223.60%3.74%3.87%Q1 2015Q2 20152
Ionic Capital Management LLC 110.27%0.38%0.50%Q2 2015Q1 20162
Ridgewood Investments LLC 220.01%0.01%0.02%Q1 2023Q2 20232
Tourbillon Capital Partners, L.P. 220.30%0.33%0.36%Q3 2015Q4 20152
Emerald Acquisition Ltd. 220.36%0.37%0.39%Q2 2016Q3 20162
PENSECO FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q2 2013Q3 20132
Mirae Asset Global Investments Co., Ltd. 110.00%0.04%0.07%Q2 2013Q3 20192
Sciencast Management LP 110.12%0.21%0.30%Q1 2018Q1 20232
Alera Investment Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
ELEMENT CAPITAL MANAGEMENT LLC 220.12%0.17%0.21%Q4 2015Q1 20162
Genus Capital Management Inc. 222.19%2.29%2.39%Q2 2023Q3 20232
MCMILLION CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2019Q3 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.08%0.11%0.14%Q4 2021Q1 20222
StellarOne CORP 220.00%0.00%0.01%Q2 2013Q3 20132
BSW Wealth Partners 110.07%0.07%0.08%Q3 2018Q4 20202
Walter Public Investments Inc. 221.62%1.66%1.69%Q2 2023Q3 20232
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
US FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q4 2015Q1 20162
Disciplined Investments, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Desjardins Global Asset Management Inc. 220.00%0.01%0.03%Q2 2023Q3 20232
ARS Investment Partners, LLC 110.08%0.08%0.08%Q2 2019Q3 20222
Tidal Investments LLC 220.04%0.04%0.05%Q2 2021Q3 20212
SteelPeak Wealth, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
BAKER TILLY WEALTH MANAGEMENT, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Deuterium Capital Management, LLC 220.32%0.34%0.36%Q4 2021Q1 20222
MILLER HOWARD INVESTMENTS INC /NY 221.50%1.56%1.63%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.02%0.02%0.03%Q2 2023Q3 20232
LBMC INVESTMENT ADVISORS, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Kistler-Tiffany Companies, LLC 110.01%0.01%0.02%Q3 2014Q2 20152
Parkside Financial Bank & Trust 220.01%0.01%0.02%Q4 2022Q1 20232
Shaolin Capital Management LLC 110.07%0.14%0.22%Q1 2019Q3 20192
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.00%0.00%Q2 2013Q3 20132
Avantax Planning Partners, Inc. 110.00%0.01%0.01%Q1 2018Q3 20182
Boston Partners 220.00%0.00%0.00%Q3 2019Q4 20192
Santa Fe Partners LLC 110.15%0.16%0.17%Q3 2014Q2 20152
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
Ada Investment Management, LP 220.14%0.14%0.14%Q3 2015Q4 20152
BRYN MAWR TRUST Co 220.06%0.06%0.06%Q1 2013Q2 20132
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Fiduciary Group LLC 220.02%0.03%0.03%Q1 2023Q2 20232
NEW ENGLAND ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2018Q3 20182
DRW Securities, LLC 110.01%0.04%0.08%Q2 2022Q4 20222
CenterStar Fund, LLC 110.00%0.04%0.08%Q4 2016Q4 20162
NORTHWEST INVESTMENT COUNSELORS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q2 2023Q3 20232
Herold Advisors, Inc. 110.03%0.03%0.03%Q3 2021Q1 20222
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
INTEGRATED WEALTH COUNSEL, LLC 220.02%0.02%0.03%Q3 2016Q4 20162
Telemetry Investments, L.L.C. 110.15%0.21%0.26%Q4 2014Q2 20152
TRUEWEALTH LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Tibra Equities Europe Ltd 110.14%0.21%0.28%Q1 2019Q3 20192
AXQ CAPITAL, LP 110.34%0.40%0.46%Q4 2022Q2 20232
Hoxton Financial, Inc. 110.00%0.00%0.00%Q2 2013Q4 20132
Marathon Trading Investment Management LLC 110.02%0.06%0.09%Q4 2019Q4 20212
CNB Bank 220.00%0.00%0.00%Q4 2017Q1 20182
Cornerstone Wealth Management, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Handelsbanken Fonder AB 220.02%0.07%0.12%Q4 2015Q1 20162
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2017Q3 20172
Windsor Creek Advisors, LLC 220.22%0.24%0.27%Q1 2019Q2 20192
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 220.20%0.23%0.27%Q2 2019Q3 20192
MAPLELANE CAPITAL, LLC 110.00%0.60%1.20%Q1 2016Q1 20162
OLD SECOND NATIONAL BANK OF AURORA 220.00%0.00%0.00%Q2 2013Q3 20132
D'Orazio & Associates, Inc. 110.01%0.04%0.06%Q3 2021Q1 20232
Brookstone Capital Management 220.01%0.01%0.01%Q2 2015Q3 20152
AFT, FORSYTH & COMPANY, INC. 220.40%0.40%0.40%Q2 2013Q3 20132
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2015Q3 20202
TODD ASSET MANAGEMENT LLC 220.09%0.09%0.10%Q4 2017Q1 20182
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 220.01%0.01%0.01%Q2 2014Q3 20142
Bristol Advisors, LLC 220.29%0.80%1.31%Q1 2017Q2 20172
SWS Partners 220.09%0.10%0.10%Q4 2017Q1 20182
Trust Co 110.00%0.01%0.01%Q3 2015Q4 20172
KOCH INDUSTRIES INC 220.03%0.06%0.08%Q4 2017Q1 20182
J. Goldman & Co LP 220.11%0.13%0.15%Q1 2016Q2 20162
Braver Wealth Management, LLC 220.45%0.49%0.54%Q1 2015Q2 20152
K2 PRINCIPAL FUND, L.P. 110.22%0.34%0.46%Q4 2015Q1 20232
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
Scotia Asset Management L.P. 228.15%8.48%8.80%Q2 2013Q3 20132
Reynolds Investment Management, Inc. 220.17%0.17%0.18%Q1 2022Q2 20222
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q3 2018Q4 20182
Mutual Advisors, LLC 220.02%0.03%0.03%Q3 2021Q4 20212
Inscription Capital, LLC 220.10%0.12%0.14%Q4 2018Q1 20192
First Heartland Consultants, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
FAS Wealth Partners, Inc. 220.14%0.15%0.16%Q1 2014Q2 20142
Barnett & Company, Inc. 220.10%0.10%0.11%Q4 2014Q1 20152
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
WealthStone, Inc. 110.00%0.04%0.08%Q2 2019Q1 20212
GSA CAPITAL PARTNERS LLP 110.02%0.03%0.04%Q4 2019Q4 20202
Legacy Advisors, LLC 110.00%0.01%0.01%Q4 2017Q3 20182
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 220.04%0.04%0.04%Q4 2017Q1 20182
Farmstead Capital Management, LLC 2215.42%18.14%20.87%Q1 2015Q2 20152
Elequin Capital, LP 221.16%1.22%1.27%Q2 2023Q3 20232
Sound Income Strategies, LLC 110.00%0.00%0.00%Q2 2018Q1 20192
Tuttle Capital Management, LLC 110.14%0.17%0.20%Q2 2018Q1 20192
FSA Wealth Management LLC 220.04%0.06%0.07%Q4 2019Q1 20202
FOSTER & MOTLEY INC 220.07%0.08%0.08%Q3 2015Q4 20152
Man Investments Ltd 220.05%0.08%0.12%Q1 2014Q2 20142
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
Magnus Financial Group LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Allspring Global Investments Holdings, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
TEACHERS ADVISORS, LLC 110.00%0.00%0.00%Q3 2014Q4 20152
CHESAPEAKE ASSET MANAGEMENT LLC 220.17%0.17%0.17%Q2 2013Q3 20132
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2019Q3 20191
Sather Financial Group Inc 110.05%0.05%0.05%Q4 2022Q4 20221
Cordant, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Noked Israel Ltd 110.63%0.63%0.63%Q1 2019Q1 20191
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Transform Wealth, LLC 110.39%0.39%0.39%Q1 2017Q1 20171
Next Level Private LLC 110.19%0.19%0.19%Q2 2022Q2 20221
FORVIS Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
HITE Hedge Asset Management LLC 110.16%0.16%0.16%Q1 2022Q1 20221
LEAVELL INVESTMENT MANAGEMENT, INC. 110.02%0.02%0.02%Q2 2010Q2 20101
Proquility Private Wealth Partners, LLC 111.13%1.13%1.13%Q4 2020Q4 20201
SECURIAN ASSET MANAGEMENT, INC 110.01%0.01%0.01%Q4 2014Q4 20141
CALTON & ASSOCIATES, INC. 110.02%0.02%0.02%Q4 2017Q4 20171
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
Delta Lloyd Asset Management N.V. 110.41%0.41%0.41%Q2 2017Q2 20171
TradeLink Capital LLC 110.79%0.79%0.79%Q3 2016Q3 20161
Corbenic Partners LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Mosaic Family Wealth, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Timelo Investment Management Inc. 113.12%3.12%3.12%Q3 2022Q3 20221
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
AIA Investment Management Private Ltd 110.03%0.03%0.03%Q3 2019Q3 20191
Atria Investments, Inc 110.01%0.01%0.01%Q4 2019Q4 20191
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Mizuho Trust & Banking Co., Ltd. 110.14%0.14%0.14%Q4 2014Q4 20141
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EAGLE ASSET MANAGEMENT INC 110.11%0.11%0.11%Q4 2020Q4 20201
Kula Investments, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
RNC CAPITAL MANAGEMENT LLC 110.12%0.12%0.12%Q3 2023Q3 20231
SHINE INVESTMENT ADVISORY SERVICES INC 110.02%0.02%0.02%Q2 2017Q2 20171
Kernodle & Katon Asset Management Group, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Foundations Investment Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
OXFORD ASSET MANAGEMENT LLP 110.07%0.07%0.07%Q3 2014Q3 20141
Hirtle Callaghan & Co LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Apriem Advisors 110.01%0.01%0.01%Q3 2014Q3 20141
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Aris Wealth Services, Inc. 110.02%0.02%0.02%Q2 2015Q2 20151
GENWORTH FINANCIAL INC 110.12%0.12%0.12%Q2 2013Q2 20131
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q3 2023Q3 20231
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q3 2020Q3 20201
Pinkerton Retirement Specialists, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Tandem Investment Advisors, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Oder Investment Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Capital Bank & Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Schonfeld Group Holdings LLC 110.06%0.06%0.06%Q1 2014Q1 20141
SAC Capital Advisors LP 110.03%0.03%0.03%Q3 2013Q3 20131
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
QVT Financial LP 110.53%0.53%0.53%Q1 2016Q1 20161
WEBSTER BANK, N. A. 110.35%0.35%0.35%Q2 2013Q2 20131
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q3 2020Q3 20201
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Advisors Preferred, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
WINTON GROUP Ltd 110.03%0.03%0.03%Q1 2022Q1 20221
Abundance Wealth Counselors 110.02%0.02%0.02%Q1 2021Q1 20211
Atlantic Union Bankshares Corp 110.00%0.00%0.00%Q1 2014Q1 20141
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Smith Affiliated Capital Corp. 110.03%0.03%0.03%Q1 2013Q1 20131
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q3 2018Q3 20181
EdgePoint Investment Group Inc. 110.10%0.10%0.10%Q4 2020Q4 20201
F3Logic, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Strategic Global Advisors, LLC 111.80%1.80%1.80%Q2 2018Q2 20181
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Rossmore Private Capital 110.02%0.02%0.02%Q4 2017Q4 20171
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CenterBook Partners LP 110.09%0.09%0.09%Q3 2023Q3 20231
NBC SECURITIES, INC. 113.77%3.77%3.77%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Pictet North America Advisors SA 110.03%0.03%0.03%Q4 2017Q4 20171
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Cordatus Wealth Management LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Hayman Capital 110.43%0.43%0.43%Q2 2014Q2 20141
New World Advisors LLC 110.08%0.08%0.08%Q1 2019Q1 20191
Stratos Investment Management, LLC 110.07%0.07%0.07%Q3 2021Q3 20211
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Dominick & Dominick LLC 110.18%0.18%0.18%Q2 2013Q2 20131
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Enlightenment Research, LLC 110.18%0.18%0.18%Q4 2018Q4 20181
British Airways Pensions Investment Management Ltd 110.52%0.52%0.52%Q4 2014Q4 20141
SYON CAPITAL LLC 110.12%0.12%0.12%Q3 2023Q3 20231
ADVISOR CONSULTANT NETWORK INC 111.08%1.08%1.08%Q3 2016Q3 20161
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Long Pond Capital 111.38%1.38%1.38%Q2 2016Q2 20161
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Diversified, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Haafor (Singapore) Pte. Ltd. 110.20%0.20%0.20%Q4 2019Q4 20191
United American Securities Inc. (d/b/a UAS Asset Management) 110.32%0.32%0.32%Q2 2015Q2 20151
NewGen Asset Management Ltd 112.58%2.58%2.58%Q1 2023Q1 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Sculptor Capital LP 110.13%0.13%0.13%Q4 2016Q4 20161
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Merrion Investment Management Co, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NORTHWEST WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Pictet Asset Management Holding SA 110.06%0.06%0.06%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.06%0.06%0.06%Q3 2023Q3 20231
CALIBER WEALTH MANAGEMENT, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
SUMIT CAPITAL, LLC 111.64%1.64%1.64%Q2 2014Q2 20141
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Arlington Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CCM INVESTMENT ADVISERS LLC 110.11%0.11%0.11%Q1 2014Q1 20141
RMR Wealth Builders 110.00%0.00%0.00%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
GYL FINANCIAL SYNERGIES, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
ELM ADVISORS, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
SATURNA CAPITAL CORP 110.00%0.00%0.00%Q4 2015Q4 20151
MGO ONE SEVEN LLC 110.22%0.22%0.22%Q1 2023Q1 20231
Cascade Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
CIBC WORLD MARKETS CORP 110.36%0.36%0.36%Q2 2019Q2 20191
ArchPoint Investors 110.08%0.08%0.08%Q3 2021Q3 20211
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Guidance Point Advisors, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Seawolf Capital, LLC 113.75%3.75%3.75%Q4 2015Q4 20151
Lebenthal Holdings,LLC 110.05%0.05%0.05%Q1 2015Q1 20151
Asset Advisors Investment Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Elgethun Capital Management 110.01%0.01%0.01%Q4 2016Q4 20161
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Vestmark Advisory Solutions, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Jackson, Grant Investment Advisers, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
M Holdings Securities, Inc. 110.06%0.06%0.06%Q3 2014Q3 20141
NEW YORK STATE COMMON RETIREMENT FUND 110.00%0.00%0.00%Q4 2015Q4 20151
Richard Bernstein Advisors LLC 110.06%0.06%0.06%Q1 2023Q1 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.09%0.09%0.09%Q2 2016Q2 20161
WELD CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Sterling Global Strategies LLC 110.03%0.03%0.03%Q4 2018Q4 20181
GoalVest Advisory LLC 110.00%0.00%0.00%Q4 2023Q4 20231
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Halpern Financial, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MURPHY CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q3 2014Q3 20141
MD Financial Management Inc. 110.10%0.10%0.10%Q1 2021Q1 20211
Delpha Capital Management, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
Redwood Investment Management, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
Pearl River Capital, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
JAMISON EATON & WOOD INC /NJ 110.01%0.01%0.01%Q3 2013Q3 20131
OUTFITTER FINANCIAL LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
Nair Vinay 110.17%0.17%0.17%Q1 2015Q1 20151
Icon Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Pinnacle Wealth Advisors 110.07%0.07%0.07%Q2 2021Q2 20211
Karp Capital Management Corp 110.26%0.26%0.26%Q1 2017Q1 20171
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q1 2019Q1 20191
Keeler Thomas Management LLC 110.04%0.04%0.04%Q4 2017Q4 20171
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.02%0.02%0.02%Q3 2018Q3 20181
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SPRING CREEK CAPITAL LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Acrospire Investment Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
OneDigital Investment Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Grant/GrossMendelsohn, LLC 110.17%0.17%0.17%Q2 2021Q2 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Rather & Kittrell, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
BRIGHTON JONES LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Noked Capital LTD 110.63%0.63%0.63%Q1 2019Q1 20191
Capital Asset Advisory Services LLC 110.02%0.02%0.02%Q4 2020Q4 20201
SYMMETRY PEAK MANAGEMENT LLC 110.41%0.41%0.41%Q3 2013Q3 20131
Crewe Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
EHP Funds Inc. 110.64%0.64%0.64%Q1 2022Q1 20221
Employees Retirement System of Texas 110.01%0.01%0.01%Q3 2023Q3 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LionEye Capital Management LLC 110.24%0.24%0.24%Q2 2015Q2 20151
Paradigm Financial Advisors, LLC 110.05%0.05%0.05%Q4 2013Q4 20131
Alpha Paradigm Partners, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
Headlands Technologies LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CFS, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Claremont Financial Group, Inc. 111.33%1.33%1.33%Q4 2021Q4 20211
NorthRock Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Waterloo Capital, L.P. 110.07%0.07%0.07%Q3 2023Q3 20231
Merit Investment Management, LLC 112.71%2.71%2.71%Q2 2013Q2 20131
Cowen Investment Management LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Procyon Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
HABER TRILIX ADVISORS, LP 116.73%6.73%6.73%Q2 2013Q2 20131
Astrantus Ltd 110.17%0.17%0.17%Q4 2021Q4 20211
3Chopt Investment Partners, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
MAPLE SECURITIES USA INC 110.07%0.07%0.07%Q2 2015Q2 20151
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
MBB PUBLIC MARKETS I LLC 110.03%0.03%0.03%Q4 2021Q4 20211
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
VIRGINIA RETIREMENT SYSTEM 110.49%0.49%0.49%Q1 2016Q1 20161
Financial Security Advisor, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
J.Safra Asset Management Corp 110.00%0.00%0.00%Q1 2022Q1 20221
Mitsubishi UFJ Securities Holdings Co., Ltd. 117.98%7.98%7.98%Q3 2020Q3 20201
Osborn Williams & Donohoe LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Legacy Capital Group California, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
MAVERICK CAPITAL LTD 110.00%0.00%0.00%Q2 2021Q2 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
CARDEROCK CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2014Q1 20141
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Chicago Partners Investment Group LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2019Q3 20191
Alpine Global Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Spartan Planning & Wealth Management 110.06%0.06%0.06%Q1 2022Q1 20221
Ranch Capital Advisors Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Fosun International Ltd 110.15%0.15%0.15%Q1 2022Q1 20221
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
External links

This page lists all the filers that currently own ROYAL BK CDA MONTREAL QUE or have owned ROYAL BK CDA MONTREAL QUE in the past.