ROYAL DUTCH SHELL PLC shareholder history

Current and past ROYAL DUTCH SHELL PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 35350.00%0.01%0.11%Q2 2013Q4 202198
SUSQUEHANNA INTERNATIONAL GROUP, LLP 35350.00%0.01%0.02%Q2 2013Q4 202193
Walleye Trading LLC 2810.00%0.02%0.12%Q3 2014Q4 202170
Citadel Advisors 2210.00%0.00%0.02%Q2 2013Q4 202167
HUNTINGTON NATIONAL BANK 37210.00%0.01%0.04%Q1 2009Q3 202358
PEAK6 Group LLC 21210.00%0.02%0.07%Q2 2013Q2 201856
GOLDMAN SACHS GROUP INC 3540.00%0.01%0.04%Q1 2012Q4 202151
ROYAL BANK OF CANADA 35350.00%0.07%0.15%Q2 2013Q4 202150
WOLVERINE TRADING, LLC 1020.00%0.01%0.03%Q2 2016Q4 202149
Spot Trading L.L.C 16160.00%0.04%0.22%Q2 2013Q1 201745
MUFG Americas Holdings Corp 45450.00%0.05%0.26%Q4 2010Q4 202145
Cutler Group LLC / CA 820.00%0.03%0.45%Q4 2015Q4 202144
Creative Planning 35350.00%0.01%0.01%Q2 2013Q4 202142
JANE STREET GROUP, LLC 1410.00%0.02%0.14%Q4 2015Q4 202139
HSBC HOLDINGS PLC 3340.00%0.01%0.05%Q1 2012Q4 202137
KEYBANK NATIONAL ASSOCIATION/OH 37370.01%0.02%0.04%Q4 2012Q4 202137
First Horizon Advisors, Inc. 3430.00%0.11%0.44%Q2 2012Q4 202137
AMERIPRISE FINANCIAL INC 35350.00%0.02%0.05%Q2 2013Q4 202136
JOHNSON INVESTMENT COUNSEL INC 35350.01%0.84%1.32%Q2 2013Q4 202135
WHITTIER TRUST CO 35350.00%0.00%0.02%Q2 2013Q4 202135
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 35350.00%0.07%0.20%Q2 2013Q4 202135
Kistler-Tiffany Companies, LLC 35350.01%0.04%0.12%Q2 2013Q4 202135
Neuberger Berman Group LLC 35350.00%0.06%0.20%Q2 2013Q4 202135
J.P. Morgan Private Wealth Advisors LLC 35350.00%0.02%0.03%Q2 2013Q4 202135
BANK OF AMERICA CORP /DE/ 35350.01%0.10%0.26%Q2 2013Q4 202135
Cambridge Investment Research Advisors, Inc. 35350.01%0.02%0.04%Q2 2013Q4 202135
Janney Montgomery Scott LLC 35350.01%0.10%0.27%Q2 2013Q4 202135
BANK OF MONTREAL /CAN/ 35350.00%0.01%0.05%Q2 2013Q4 202135
OPPENHEIMER & CO INC 35350.01%0.03%0.06%Q2 2013Q4 202135
FDx Advisors, Inc. 35350.01%0.06%0.19%Q2 2013Q4 202135
PRICE T ROWE ASSOCIATES INC /MD/ 35350.01%0.07%0.16%Q2 2013Q4 202135
ALLIANCEBERNSTEIN L.P. 35350.00%0.04%0.20%Q2 2013Q4 202135
JPMORGAN CHASE & CO 35350.00%0.01%0.02%Q2 2013Q4 202135
Estabrook Capital Management 35350.00%0.13%0.74%Q2 2013Q4 202135
RAYMOND JAMES TRUST N.A. 35350.03%0.10%0.17%Q2 2013Q4 202135
UBS Group AG 29290.00%0.03%0.08%Q4 2014Q4 202135
DUNCKER STREETT & CO INC 35350.01%0.10%0.27%Q2 2013Q4 202135
NATIXIS ADVISORS, L.P. 35350.02%0.13%0.23%Q2 2013Q4 202135
PNC FINANCIAL SERVICES GROUP, INC. 35350.01%0.01%0.02%Q2 2013Q4 202135
DAVENPORT & Co LLC 35350.03%0.41%1.20%Q2 2013Q4 202135
FIFTH THIRD BANCORP 35350.01%0.04%0.09%Q2 2013Q4 202135
REIK & CO., LLC 35350.59%1.77%2.80%Q2 2013Q4 202135
DELTA ASSET MANAGEMENT LLC/TN 35350.00%0.02%0.04%Q2 2013Q4 202135
TRUIST FINANCIAL CORP 35350.01%0.09%0.17%Q2 2013Q4 202135
BENJAMIN F. EDWARDS & COMPANY, INC. 35350.00%0.02%0.04%Q2 2013Q4 202135
FIRST NATIONAL TRUST CO 35350.02%0.37%0.96%Q2 2013Q4 202135
ENVESTNET ASSET MANAGEMENT INC 35350.00%0.03%0.09%Q2 2013Q4 202135
Brookmont Capital Management 35351.26%2.83%3.93%Q2 2013Q4 202135
CENTRAL TRUST Co 35350.00%0.01%0.02%Q2 2013Q4 202135
Capital Research Global Investors 35350.01%0.06%0.27%Q2 2013Q4 202135
PARAMETRIC PORTFOLIO ASSOCIATES LLC 35350.01%0.04%0.07%Q2 2013Q4 202135
DIMENSIONAL FUND ADVISORS LP 35350.12%0.27%0.49%Q2 2013Q4 202135
Sandy Spring Bank 35350.04%0.16%0.28%Q2 2013Q4 202135
Capital World Investors 35350.00%0.78%1.42%Q2 2013Q4 202135
LPL Financial LLC 35350.01%0.03%0.05%Q2 2013Q4 202135
US BANCORP \DE\ 35350.00%0.02%0.05%Q2 2013Q4 202135
RAYMOND JAMES & ASSOCIATES 35350.01%0.10%0.34%Q2 2013Q4 202135
NORTHERN TRUST CORP 35350.01%0.02%0.05%Q2 2013Q4 202135
American Research & Management Co. 35350.01%0.34%0.94%Q2 2013Q4 202135
D.A. DAVIDSON & CO. 35350.01%0.04%0.09%Q2 2013Q4 202135
GRANDFIELD & DODD, LLC 35350.50%1.27%2.07%Q2 2013Q4 202135
BLAIR WILLIAM & CO/IL 35350.00%0.01%0.02%Q2 2013Q4 202135
HOURGLASS CAPITAL, LLC 35350.08%1.81%3.14%Q2 2013Q4 202135
STONEBRIDGE CAPITAL MANAGEMENT INC 35350.09%0.29%0.43%Q2 2013Q4 202135
EVERETT HARRIS & CO /CA/ 35350.01%0.04%0.07%Q2 2013Q4 202135
COMERICA BANK 35350.01%0.05%0.08%Q2 2013Q4 202135
Smithfield Trust Co 35350.00%0.02%0.03%Q2 2013Q4 202135
COURIER CAPITAL LLC 35350.03%0.10%0.18%Q2 2013Q4 202135
BESSEMER GROUP INC 35350.00%0.00%0.01%Q2 2013Q4 202135
GLENMEDE TRUST CO NA 35350.00%0.01%0.03%Q2 2013Q4 202135
Bank of New York Mellon Corp 35350.00%0.01%0.02%Q2 2013Q4 202135
COMMERCE BANK 3050.00%0.01%0.02%Q1 2013Q4 202135
WELLS FARGO & COMPANY/MN 35350.01%0.03%0.05%Q2 2013Q4 202135
FRANKLIN RESOURCES INC 35350.00%0.07%0.11%Q2 2013Q4 202135
FIRST MANHATTAN CO. LLC. 35350.00%0.00%0.00%Q2 2013Q4 202135
LEE DANNER & BASS INC 35350.09%0.18%0.34%Q2 2013Q4 202135
Rathbones Group PLC 35350.01%0.05%0.11%Q2 2013Q4 202135
SILVERCREST ASSET MANAGEMENT GROUP LLC 35350.08%0.19%0.31%Q2 2013Q4 202135
MACQUARIE GROUP LTD 35350.00%0.10%0.26%Q2 2013Q4 202135
LOGAN CAPITAL MANAGEMENT INC 35350.60%1.25%1.81%Q2 2013Q4 202135
MORGAN STANLEY 35350.01%0.06%0.15%Q2 2013Q4 202135
DEARBORN PARTNERS LLC 35350.02%0.45%0.96%Q2 2013Q4 202135
THOMPSON SIEGEL & WALMSLEY LLC 35350.01%0.09%0.39%Q2 2013Q4 202135
Hudock, Inc. 35350.01%0.09%0.35%Q2 2013Q4 202135
REGIONS FINANCIAL CORP 35350.00%0.01%0.01%Q2 2013Q4 202135
STEPHENS INC /AR/ 35350.01%0.15%0.39%Q2 2013Q4 202135
EVERGREEN CAPITAL MANAGEMENT LLC 35350.02%0.68%1.61%Q2 2013Q4 202135
TORONTO DOMINION BANK 25100.00%0.00%0.00%Q1 2013Q4 202135
SECURITY NATIONAL TRUST CO 34340.01%0.10%0.21%Q2 2013Q3 202134
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 21130.00%0.01%0.16%Q2 2013Q4 202134
LETKO, BROSSEAU & ASSOCIATES INC 2950.00%0.01%0.01%Q2 2013Q4 202134
Avalon Investment & Advisory 2590.03%0.49%1.35%Q2 2013Q4 202134
BEESE FULMER INVESTMENT MANAGEMENT, INC. 24100.07%0.10%0.18%Q2 2013Q4 202134
HighTower Advisors, LLC 3130.00%0.03%0.08%Q2 2013Q4 202134
Focused Wealth Management, Inc 34340.00%0.01%0.02%Q3 2013Q4 202134
Cetera Advisor Networks LLC 34340.01%0.05%0.14%Q3 2013Q4 202134
SCOUT INVESTMENTS, INC. 18160.23%0.65%1.29%Q2 2013Q4 202134
FINANCIAL COUNSELORS INC 21130.01%0.43%0.80%Q2 2013Q4 202134
BOKF, NA 3220.01%0.09%0.28%Q2 2013Q4 202134
TRUST CO OF VERMONT 3310.00%0.04%0.09%Q2 2013Q4 202134
CREDIT SUISSE AG/ 2210.00%0.01%0.06%Q1 2013Q4 202133
Bartlett & Co. LLC 2670.00%0.01%0.02%Q2 2013Q3 202133
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
Cordasco Financial Network 33330.01%0.36%1.78%Q4 2013Q4 202133
BARCLAYS PLC 2120.00%0.00%0.01%Q2 2013Q4 202133
HOWE & RUSLING INC 1560.00%0.01%0.04%Q2 2013Q4 202133
Capital International Investors 2020.00%0.38%0.96%Q2 2013Q4 202133
Raab & Moskowitz Asset Management LLC 33330.12%0.86%1.59%Q4 2013Q4 202133
SG Americas Securities, LLC 33330.00%0.04%0.31%Q4 2013Q4 202133
SMITH ASSET MANAGEMENT GROUP LP 33330.00%0.00%0.01%Q2 2013Q2 202133
GFS Advisors, LLC 23100.03%0.21%0.31%Q2 2013Q4 202133
Northeast Financial Consultants Inc 33330.01%0.52%1.75%Q4 2013Q4 202133
Private Advisor Group, LLC 33330.02%0.06%0.08%Q4 2013Q4 202133
HERITAGE INVESTORS MANAGEMENT CORP 19140.00%0.04%0.11%Q2 2013Q4 202133
Checchi Capital Advisers, LLC 33330.02%0.09%0.23%Q4 2013Q4 202133
Shoker Investment Counsel, Inc. 33330.28%0.51%0.96%Q4 2013Q4 202133
Cubic Asset Management, LLC 2850.06%0.14%0.23%Q2 2013Q4 202133
CITY HOLDING CO 32320.06%0.48%1.15%Q4 2013Q3 202132
DEUTSCHE BANK AG\ 2750.00%0.01%0.04%Q3 2013Q3 202132
STIFEL FINANCIAL CORP 32320.01%0.06%0.13%Q1 2014Q4 202132
AlphaMark Advisors, LLC 32320.01%0.10%0.27%Q1 2014Q4 202132
People's United Financial, Inc. 2420.00%0.09%0.68%Q2 2013Q3 202132
M&T BANK CORP 3110.00%0.02%0.11%Q2 2013Q4 202132
Moors & Cabot, Inc. 31310.00%0.10%0.21%Q1 2014Q3 202132
ANCHOR CAPITAL ADVISORS LLC 2390.01%0.38%1.04%Q2 2013Q4 202132
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 32320.15%0.50%0.70%Q2 2013Q1 202132
Johnson Financial Group, Inc. 2930.00%0.01%0.03%Q2 2013Q4 202132
Raymond James Financial Services Advisors, Inc. 1670.01%0.04%0.07%Q3 2013Q4 202132
Compagnie Lombard Odier SCmA 2750.00%0.02%0.04%Q4 2013Q4 202132
BROWN BROTHERS HARRIMAN & CO 17140.00%0.00%0.00%Q1 2013Q4 202131
JFS WEALTH ADVISORS, LLC 31310.00%0.00%0.01%Q2 2014Q4 202131
North Star Investment Management Corp. 21100.00%0.01%0.01%Q1 2014Q4 202131
Veritable, L.P. 31310.01%0.03%0.08%Q4 2012Q2 202031
Janney Capital Management LLC 31310.00%0.85%1.24%Q2 2013Q4 202031
Invesco Ltd. 2650.00%0.02%0.03%Q2 2013Q4 202131
PEOPLES FINANCIAL SERVICES CORP. 31310.00%0.04%0.09%Q4 2013Q2 202131
Aperio Group, LLC 31310.00%0.03%0.07%Q2 2013Q4 202031
Stratos Wealth Partners, LTD. 2280.01%0.08%0.55%Q2 2014Q4 202130
SIT INVESTMENT ASSOCIATES INC 30300.00%0.07%0.65%Q2 2013Q3 202030
Plante Moran Financial Advisors, LLC 2410.00%0.02%0.09%Q3 2013Q4 202130
Ancora Advisors LLC 2420.00%0.08%0.21%Q2 2013Q4 202130
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 30300.17%0.79%1.68%Q2 2013Q3 202030
PINNACLE FINANCIAL PARTNERS INC 2820.01%0.28%0.37%Q4 2013Q4 202130
ALBION FINANCIAL GROUP /UT 2710.00%0.36%0.59%Q2 2013Q3 202130
D. E. Shaw & Co., Inc. 1510.00%0.01%0.05%Q4 2015Q4 202130
GRIFFIN ASSET MANAGEMENT, INC. 19110.28%0.80%1.27%Q2 2013Q4 202130
Sunbelt Securities, Inc. 28280.03%0.29%0.61%Q4 2014Q3 202130
1832 Asset Management L.P. 2550.00%0.08%0.36%Q2 2014Q4 202130
REILLY FINANCIAL ADVISORS, LLC 2910.00%0.00%0.01%Q2 2013Q1 202130
GUGGENHEIM CAPITAL LLC 2640.00%0.00%0.01%Q2 2013Q4 202030
FARMERS & MERCHANTS INVESTMENTS INC 2910.00%0.01%0.04%Q2 2013Q4 202030
COHEN LAWRENCE B 30300.68%2.66%3.68%Q2 2013Q3 202030
CIBC WORLD MARKET INC. 2810.00%0.02%0.05%Q3 2014Q4 202129
FAYEZ SAROFIM & CO 2810.00%0.01%0.01%Q2 2013Q3 202029
CAMBRIDGE TRUST CO 2810.01%0.97%2.12%Q3 2013Q4 202129
Murphy Pohlad Asset Management LLC 29290.22%0.56%0.84%Q2 2013Q2 202029
NEXT Financial Group, Inc 2360.00%0.22%1.52%Q3 2014Q4 202129
CARRET ASSET MANAGEMENT, LLC 29290.06%0.19%0.29%Q2 2013Q2 202029
GAMBLE JONES INVESTMENT COUNSEL 29290.02%0.34%0.78%Q2 2013Q2 202029
ADELL HARRIMAN & CARPENTER INC 29290.06%0.45%0.86%Q2 2013Q2 202029
OLD SECOND NATIONAL BANK OF AURORA 29290.01%0.31%1.44%Q4 2014Q4 202129
Goelzer Investment Management, Inc. 29290.21%0.61%1.08%Q1 2013Q1 202029
ClearBridge Investments 29290.00%0.02%0.15%Q2 2013Q2 202029
Advisory Services Network, LLC 2010.01%0.04%0.15%Q4 2013Q4 202129
SVB WEALTH LLC 29290.00%0.31%0.88%Q4 2014Q4 202129
WRIGHT INVESTORS SERVICE INC 29290.54%0.95%1.66%Q2 2013Q2 202029
Carroll Financial Associates, Inc. 29290.01%0.02%0.04%Q4 2014Q4 202129
Winslow, Evans & Crocker, Inc. 29290.00%0.03%0.18%Q4 2013Q4 202029
ZACKS INVESTMENT MANAGEMENT 29290.14%0.28%0.48%Q2 2013Q2 202029
Prospera Financial Services Inc 2410.05%0.10%0.29%Q2 2014Q4 202129
OLD REPUBLIC INTERNATIONAL CORP 29290.27%1.81%3.57%Q4 2014Q4 202129
SCOTIA CAPITAL INC. 29290.02%0.06%0.14%Q4 2014Q4 202129
Avior Wealth Management, LLC 29290.00%0.01%0.03%Q4 2014Q4 202129
Cetera Advisors LLC 29290.02%0.18%0.34%Q4 2014Q4 202129
Keystone Financial Planning, Inc. 29290.12%1.98%3.78%Q4 2013Q4 202029
Tower Research Capital LLC (TRC) 710.00%0.01%0.03%Q2 2013Q4 202129
A. D. Beadell Investment Counsel, Inc. 28280.23%0.80%1.38%Q2 2013Q1 202028
BRYN MAWR TRUST Co 28280.01%0.07%0.19%Q1 2013Q4 201928
INTEGRAL DERIVATIVES, LLC 810.01%0.04%0.12%Q1 2014Q1 201828
SCHAFER CULLEN CAPITAL MANAGEMENT INC 28280.34%2.18%2.74%Q2 2013Q1 202028
Parkside Financial Bank & Trust 1820.00%0.12%0.16%Q2 2013Q4 202128
WealthTrust Axiom LLC 28280.09%0.19%0.34%Q1 2015Q4 202128
UNITED CAPITAL FINANCIAL ADVISORS, LLC 28280.00%0.04%0.10%Q1 2015Q4 202128
NAPLES GLOBAL ADVISORS, LLC 1910.03%0.38%0.70%Q4 2013Q3 202128
World Asset Management Inc 28280.05%0.16%0.25%Q2 2013Q1 202028
NEVILLE RODIE & SHAW INC 28280.04%0.25%0.55%Q1 2015Q4 202128
TD ASSET MANAGEMENT INC 28280.00%0.00%0.01%Q2 2013Q1 202028
Moreno Evelyn V 28280.17%0.49%0.84%Q4 2013Q3 202028
JARISLOWSKY, FRASER Ltd 15120.00%0.00%0.01%Q2 2013Q1 202027
ETRADE Capital Management LLC 27270.01%0.03%0.06%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.04%0.08%Q2 2013Q4 201927
TOCQUEVILLE ASSET MANAGEMENT L.P. 2410.02%0.34%0.74%Q2 2013Q4 202127
Cullen Capital Management, LLC 27270.66%2.01%3.32%Q2 2013Q4 201927
Financial Architects, Inc 1820.02%0.04%0.11%Q2 2013Q2 202127
GREAT LAKES ADVISORS, LLC 1720.00%0.01%0.02%Q4 2013Q3 202127
First Allied Advisory Services, Inc. 17100.01%0.02%0.04%Q3 2013Q2 202027
Baird Financial Group, Inc. 27270.00%0.05%0.09%Q2 2015Q4 202127
Foundry Partners, LLC 15120.35%0.74%1.19%Q4 2013Q4 202127
LEAVELL INVESTMENT MANAGEMENT, INC. 1020.02%0.05%0.10%Q2 2010Q4 201927
First City Capital Management, Inc. 27270.22%0.33%0.44%Q2 2013Q4 201927
CHELSEA COUNSEL CO 27270.41%0.89%1.76%Q2 2015Q4 202127
Sigma Planning Corp 1890.01%0.07%0.17%Q4 2014Q3 202127
WELLINGTON MANAGEMENT GROUP LLP 2070.00%0.01%0.06%Q2 2013Q4 202127
HALL LAURIE J TRUSTEE 1310.01%0.22%0.73%Q2 2013Q3 202027
SYNOVUS FINANCIAL CORP 17100.00%0.01%0.03%Q2 2013Q2 202027
Community Bank of Raymore 27270.54%1.17%1.80%Q2 2015Q4 202127
Jolley Asset Management, LLC 27270.16%0.31%0.42%Q2 2013Q4 201927
Ruffer LLP 27270.01%0.01%0.02%Q2 2013Q4 201927
Welch Group, LLC 27270.03%1.44%2.28%Q1 2014Q3 202027
TEXAS CAPITAL BANCSHARES INC/TX 1980.11%0.46%0.96%Q2 2013Q4 202127
ASSETMARK, INC 27270.00%0.05%0.29%Q2 2015Q4 202127
MATRIX ASSET ADVISORS INC/NY 27270.31%1.00%1.73%Q2 2013Q4 201927
WOODSTOCK CORP 2340.04%0.24%0.36%Q4 2013Q4 202127
AMERICAN FINANCIAL GROUP INC 26260.05%0.50%0.80%Q3 2015Q4 202126
SUNTRUST BANKS INC 26260.01%0.04%0.13%Q2 2013Q3 201926
FMR LLC 2120.00%0.02%0.06%Q2 2013Q4 202126
BB&T SECURITIES, LLC 26260.02%0.10%0.20%Q2 2013Q3 201926
FLIPPIN BRUCE & PORTER INC 2240.14%1.39%2.05%Q2 2013Q1 202126
Pacer Advisors, Inc. 1310.03%0.42%2.92%Q4 2013Q4 202126
Chesley Taft & Associates LLC 26260.04%0.06%0.10%Q2 2013Q3 201926
Shamrock Asset Management LLC 26260.41%1.04%2.65%Q2 2013Q3 201926
CULLEN/FROST BANKERS, INC. 2420.01%0.42%0.82%Q2 2014Q4 202126
SIGNATUREFD, LLC 16100.00%0.01%0.02%Q2 2014Q4 202126
Point View Wealth Management, Inc. 26260.12%0.28%0.71%Q4 2013Q1 202026
Nelson Capital Management, LLC 1410.00%0.93%2.36%Q2 2013Q4 202126
CenterStar Asset Management, LLC 1020.00%0.06%0.48%Q4 2017Q4 202126
Mariner, LLC 26260.01%0.03%0.08%Q3 2015Q4 202126
Alpha Omega Wealth Management LLC 25250.01%0.05%0.27%Q4 2015Q4 202125
Chevy Chase Trust Holdings, LLC 2410.00%0.20%0.32%Q2 2014Q4 202125
Bridge Creek Capital Management LLC 25250.64%1.08%1.81%Q4 2015Q4 202125
IFP Advisors, Inc 14110.00%0.03%0.06%Q4 2015Q1 202225
ADVISORS MANAGEMENT GROUP INC /ADV 25250.47%1.28%1.85%Q4 2015Q4 202125
CIBC Private Wealth Group, LLC 25250.01%0.07%0.24%Q4 2015Q4 202125
CWM, LLC 2410.00%0.12%0.47%Q3 2015Q4 202125
PINNACLE ASSOCIATES LTD 2410.01%0.10%0.15%Q1 2014Q4 202125
Stevens First Principles Investment Advisors 25250.43%0.56%0.64%Q2 2013Q2 201925
Gabalex Capital Management LLC 25251.70%6.16%10.15%Q4 2015Q4 202125
CIBC BANK USA 1780.04%0.08%0.16%Q2 2013Q4 201925
Cubist Systematic Strategies, LLC 1310.00%0.03%0.10%Q3 2014Q4 202125
FIRST TRUST ADVISORS LP 25250.00%0.04%0.10%Q1 2014Q1 202025
NORTH AMERICAN MANAGEMENT CORP 25250.03%0.59%2.34%Q2 2013Q2 201925
CADINHA & CO LLC 2020.03%0.05%0.07%Q4 2013Q4 202125
Voya Financial Advisors, Inc. 24240.02%0.08%0.11%Q2 2015Q1 202124
Anchor Investment Management, LLC 24240.04%0.17%0.29%Q1 2016Q4 202124
AllSquare Wealth Management LLC 24240.01%0.25%0.51%Q1 2016Q4 202124
MILLER HOWARD INVESTMENTS INC /NY 24240.01%0.13%0.26%Q2 2013Q1 201924
HARDING LOEVNER LP 24240.27%1.07%2.40%Q1 2016Q4 202124
Sutton Wealth Advisors Inc. 24240.00%0.01%0.03%Q1 2016Q4 202124
EASTERN BANK 24240.01%0.02%0.03%Q1 2014Q4 201924
TRADITION CAPITAL MANAGEMENT LLC 24240.08%1.03%1.92%Q2 2013Q1 201924
Mondrian Investment Partners LTD 24240.00%0.00%0.02%Q1 2016Q4 202124
Orbis Allan Gray Ltd 24240.36%0.76%1.14%Q1 2016Q4 202124
First PREMIER Bank 24240.02%0.40%0.75%Q4 2015Q3 202124
Geneos Wealth Management Inc. 24240.02%0.07%0.16%Q1 2016Q4 202124
Granite Investment Advisors, LLC 24240.19%1.92%3.05%Q4 2015Q3 202124
LUCAS CAPITAL MANAGEMENT 24240.61%1.10%3.23%Q1 2013Q4 201824
MILLENNIUM MANAGEMENT LLC 960.00%0.04%0.19%Q1 2015Q4 202124
Fiduciary Trust Co International of Pennsylvania 24240.05%0.26%0.60%Q2 2014Q1 202024
Rosenbaum Jay D. 24240.14%1.38%2.68%Q4 2014Q3 202024
Hilltop Holdings Inc. 14100.05%0.18%0.52%Q4 2013Q1 202024
Valeo Financial Advisors, LLC 1070.00%0.34%1.13%Q3 2017Q4 202124
Sky Investment Group LLC 24240.05%0.22%0.45%Q1 2016Q4 202124
FEDERATED HERMES, INC. 12120.00%0.27%0.71%Q2 2013Q2 202024
Cornerstone Advisors, Inc. 1820.00%0.01%0.08%Q2 2013Q3 202024
BROWN ADVISORY INC 1230.00%0.00%0.00%Q2 2013Q4 202123
ADVISOR PARTNERS LLC 1010.02%0.08%0.19%Q2 2013Q4 202123
MAI Capital Management 1310.01%0.02%0.05%Q4 2013Q4 202123
PEAPACK GLADSTONE FINANCIAL CORP 1110.01%0.02%0.04%Q2 2013Q4 202123
Sterling Capital Management LLC 1850.00%0.05%0.26%Q1 2013Q3 201923
Advisors Asset Management, Inc. 1580.00%0.01%0.02%Q4 2015Q4 202123
M&R CAPITAL MANAGEMENT INC 23230.00%0.02%0.03%Q2 2016Q4 202123
VALLEY NATIONAL ADVISERS INC 2120.00%0.01%0.02%Q4 2014Q4 202123
NewEdge Advisors, LLC 23230.02%0.05%0.10%Q2 2016Q4 202123
CENTRAL BANK & TRUST CO 1510.00%0.00%0.02%Q2 2013Q3 202023
INGALLS & SNYDER LLC 23230.03%0.17%0.28%Q2 2016Q4 202123
INVERNESS COUNSEL LLC /NY/ 23230.01%0.90%2.26%Q2 2016Q4 202123
QUADRANT CAPITAL GROUP LLC 13100.01%0.05%0.12%Q1 2016Q4 202123
AVIANCE CAPITAL MANAGEMENT, LLC 1580.14%0.95%1.95%Q2 2013Q1 201923
Archford Capital Strategies, LLC 1580.00%0.20%0.41%Q1 2014Q4 201923
Oakworth Capital, Inc. 23230.01%0.02%0.03%Q2 2016Q4 202123
WEDBUSH SECURITIES INC 2010.01%0.05%0.09%Q1 2015Q4 202123
WHITTIER TRUST CO OF NEVADA INC 2110.00%0.00%0.02%Q2 2013Q4 202123
Sargent Bickham Lagudis LLC 22220.00%0.05%0.16%Q3 2016Q4 202122
HIGHLAND CAPITAL MANAGEMENT, LLC 22220.04%0.10%0.15%Q3 2016Q4 202122
Brookfield Asset Management 1710.03%0.06%0.09%Q2 2013Q1 201922
Ausdal Financial Partners, Inc. 22220.10%0.20%0.30%Q4 2015Q1 202122
AMERICAN CENTURY COMPANIES INC 22220.00%0.02%0.06%Q3 2016Q4 202122
Cetera Investment Advisers 22220.01%0.08%0.17%Q3 2016Q4 202122
Azimuth Capital Management LLC 22220.02%0.23%0.46%Q3 2016Q4 202122
SEI INVESTMENTS CO 22220.00%0.04%0.13%Q4 2014Q1 202022
CHILTON CAPITAL MANAGEMENT LLC 22220.02%0.48%0.86%Q3 2016Q4 202122
LS Investment Advisors, LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
Jacobi Capital Management LLC 22220.01%0.05%0.18%Q2 2016Q3 202122
EATON VANCE MANAGEMENT 1710.00%0.02%0.13%Q2 2013Q4 202122
BERKSHIRE ASSET MANAGEMENT LLC/PA 21210.02%0.16%0.27%Q3 2016Q3 202121
Steward Partners Investment Advisory, LLC 21210.00%0.02%0.05%Q4 2016Q4 202121
Baker Ellis Asset Management LLC 1420.06%0.21%0.55%Q2 2013Q4 202121
KANAWHA CAPITAL MANAGEMENT LLC 21210.05%0.10%0.14%Q4 2016Q4 202121
First Command Financial Services, Inc. 21210.00%0.00%0.01%Q4 2016Q4 202121
BlackRock Inc. 2010.00%0.00%0.00%Q1 2016Q4 202121
Tradewinds Capital Management, LLC 1710.00%0.00%0.00%Q4 2015Q4 202121
Atria Investments, Inc 1410.04%0.07%0.11%Q2 2013Q4 202121
Parallax Volatility Advisers, L.P. 510.00%0.00%0.01%Q2 2015Q4 202121
LODESTAR INVESTMENT COUNSEL LLC/IL 1290.03%0.76%2.18%Q2 2013Q2 201921
LEVEL FOUR ADVISORY SERVICES, LLC 21210.02%0.14%0.27%Q4 2016Q4 202121
Mercer Capital Advisers, Inc. 21210.01%0.01%0.01%Q4 2014Q4 201921
Gilman Hill Asset Management, LLC 21210.27%0.50%0.75%Q4 2016Q4 202121
EAGLE ASSET MANAGEMENT INC 1240.00%0.00%0.01%Q2 2016Q4 202121
Linscomb & Williams, Inc. 1620.02%0.02%0.03%Q1 2014Q4 201921
HBK Sorce Advisory LLC 1240.02%0.04%0.06%Q2 2016Q4 202121
Holloway Wealth Management, LLC 21211.06%3.85%6.31%Q4 2016Q4 202121
Parallel Advisors, LLC 21210.00%0.01%0.02%Q4 2016Q4 202121
First Command Bank 21210.00%0.01%0.02%Q4 2016Q4 202121
Rehmann Capital Advisory Group 1230.02%0.06%0.08%Q1 2014Q3 201921
Orca Investment Management, LLC 1831.91%2.28%2.77%Q4 2013Q3 201921
TOMPKINS FINANCIAL CORP 1310.00%0.02%0.04%Q2 2013Q3 202021
Bogart Wealth, LLC 10100.03%0.66%1.36%Q4 2016Q4 202120
AE Wealth Management LLC 1640.00%0.04%0.17%Q4 2016Q4 202120
MML INVESTORS SERVICES, LLC 20200.00%0.01%0.05%Q1 2017Q4 202120
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.05%0.09%0.16%Q4 2014Q3 201920
Private Wealth Advisors, Inc. 20200.22%0.53%0.70%Q1 2015Q4 201920
Moloney Securities Asset Management, LLC 1550.04%0.32%0.61%Q4 2016Q4 202120
Allworth Financial LP 20200.00%0.00%0.00%Q1 2017Q4 202120
Balentine LLC 1210.00%0.00%0.01%Q1 2015Q4 202120
ROTHSCHILD INVESTMENT LLC /IL 1040.02%0.05%0.08%Q1 2016Q3 202120
Thomasville National Bank 20200.56%1.43%2.00%Q1 2017Q4 202120
NIXON PEABODY TRUST CO 20200.43%2.04%2.74%Q4 2015Q3 202020
Shelter Ins Retirement Plan 20202.02%2.47%3.15%Q3 2014Q2 201920
Radnor Capital Management, LLC 1910.09%0.23%0.32%Q4 2016Q4 202120
OPPENHEIMER ASSET MANAGEMENT INC. 20200.05%0.42%0.79%Q1 2017Q4 202120
Sippican Capital Advisors 1640.22%0.28%0.50%Q3 2014Q4 201920
Bruderman Asset Management, LLC 20201.52%2.95%3.85%Q1 2015Q4 201920
Gradient Investments LLC 1710.00%0.00%0.00%Q4 2013Q4 202120
WRAPMANAGER INC 1050.07%0.12%0.47%Q4 2015Q4 202120
Wellington Shields Capital Management, LLC 1330.02%0.11%0.24%Q1 2014Q4 202120
Global Retirement Partners, LLC 20200.01%0.07%0.14%Q4 2016Q3 202120
Laurel Wealth Advisors, Inc. 1910.03%0.17%0.27%Q4 2015Q4 202020
USCA RIA LLC 1540.02%0.04%0.08%Q4 2013Q2 202119
B. Riley Wealth Advisors, Inc. 940.00%0.08%0.38%Q3 2013Q4 202119
Thomas J. Herzfeld Advisors, Inc. 1040.00%0.27%0.86%Q4 2015Q1 202119
FMA ADVISORY INC 19190.25%0.58%0.86%Q1 2017Q3 202119
FineMark National Bank & Trust 1180.02%0.04%0.08%Q2 2013Q2 202019
Edge Wealth Management LLC 1720.00%0.00%0.01%Q2 2016Q2 202119
Capital Analysts, LLC 830.00%0.02%0.05%Q4 2016Q4 202119
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 1720.00%0.62%0.92%Q2 2013Q3 202019
Roble, Belko & Company, Inc 810.00%0.01%0.01%Q1 2015Q2 202119
Bell Bank 19190.35%0.71%1.20%Q2 2017Q4 202119
Hansberger Growth Investors, LP 19190.75%2.52%4.11%Q1 2016Q3 202019
OPTIMUM INVESTMENT ADVISORS 1450.00%0.01%0.01%Q1 2014Q2 202119
Opus Capital Group, LLC 1270.02%0.06%0.12%Q4 2013Q4 201919
GENESEE VALLEY TRUST CO 1090.14%0.19%0.25%Q2 2013Q1 201819
HL FINANCIAL SERVICES LLC 1360.01%0.05%0.12%Q2 2013Q1 201919
Bollard Group LLC 19190.03%0.06%0.08%Q4 2014Q2 201919
BDO Wealth Advisors, LLC 19190.00%0.01%0.02%Q2 2017Q4 202119
First Personal Financial Services 1630.00%0.02%0.04%Q1 2017Q4 202119
Crossmark Global Holdings, Inc. 1810.06%0.14%0.20%Q3 2016Q4 202119
Richard C. Young & CO., LTD. 18180.24%0.95%1.67%Q2 2013Q3 201718
FIRST INTERSTATE BANK 18180.00%0.00%0.02%Q3 2015Q4 201918
MONTAG A & ASSOCIATES INC 18180.02%0.06%0.21%Q1 2015Q2 201918
MANNING & NAPIER ADVISORS LLC 18180.02%0.04%0.06%Q2 2013Q3 201718
KING LUTHER CAPITAL MANAGEMENT CORP 1120.00%0.00%0.00%Q2 2013Q2 201918
BRAVE ASSET MANAGEMENT INC 18180.37%1.04%1.61%Q3 2015Q4 201918
NWAM LLC 1310.04%0.11%0.54%Q3 2012Q4 201918
AMICA MUTUAL INSURANCE CO 18180.10%0.48%0.80%Q3 2017Q4 202118
Renaissance Technologies 410.00%0.05%0.16%Q2 2013Q4 202118
Simmons Bank 18180.04%0.10%0.16%Q3 2017Q4 202118
Summit Financial Wealth Advisors, LLC 1440.08%1.04%1.82%Q4 2014Q3 202018
BEACON INVESTMENT ADVISORY SERVICES, INC. 18180.01%0.05%0.07%Q3 2015Q4 201918
PHYSICIANS FINANCIAL SERVICES, INC. 18180.16%0.28%0.34%Q4 2015Q1 202018
ACG Wealth 1310.05%0.15%0.38%Q2 2013Q4 202118
ArchPoint Investors 18180.00%0.76%1.15%Q4 2015Q1 202018
Westwood Global Investments, LLC 1080.75%1.76%3.01%Q1 2016Q4 202118
Amica Retiree Medical Trust 18180.10%0.48%0.79%Q3 2017Q4 202118
REAVES W H & CO INC 1510.01%0.03%0.07%Q2 2013Q3 201818
Covington Capital Management 18180.00%0.00%0.00%Q3 2017Q4 202118
SIMPLEX TRADING, LLC 510.00%0.03%0.14%Q1 2015Q3 202118
PEAK6 Investments LLC 320.00%0.01%0.04%Q3 2018Q4 202118
Commonwealth Equity Services, Inc 18180.02%0.04%0.06%Q2 2013Q3 201718
INVESTMENT CENTERS OF AMERICA INC 18180.04%0.07%0.12%Q2 2013Q3 201718
Nationwide Fund Advisors 18180.03%0.07%0.12%Q2 2013Q3 201718
PRINCIPAL FINANCIAL GROUP INC 1610.00%0.10%0.18%Q2 2013Q3 202118
Probity Advisors, Inc. 1530.05%0.14%0.19%Q2 2016Q4 202118
FULTON BANK, N.A. 1170.02%0.20%0.42%Q2 2013Q4 201918
NATIONAL PLANNING CORP 18180.05%0.09%0.14%Q2 2013Q3 201718
RMB Capital Management, LLC 1310.01%0.08%0.35%Q2 2013Q3 202018
BLB&B Advisors, LLC 18180.03%0.13%0.21%Q3 2015Q4 201918
Independence Bank of Kentucky 17170.03%0.68%1.30%Q4 2017Q4 202117
Stuart Chaussee & Associates, Inc. 17170.01%0.02%0.10%Q4 2015Q4 201917
Independent Portfolio Consultants, Inc. 17170.37%0.66%0.89%Q2 2013Q2 201717
BUCKINGHAM STRATEGIC WEALTH, LLC 710.01%0.08%0.18%Q2 2013Q3 202117
HighPoint Advisor Group LLC 840.02%0.06%0.10%Q4 2016Q3 202117
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.00%0.00%Q2 2013Q2 201717
FLAGSHIP HARBOR ADVISORS, LLC 17170.04%0.08%0.13%Q3 2017Q3 202117
CORDA Investment Management, LLC. 17171.72%3.55%5.03%Q2 2013Q2 201717
YorkBridge Wealth Partners, LLC 1340.08%0.15%0.27%Q4 2016Q4 202117
Belpointe Asset Management LLC 1430.01%0.07%0.11%Q3 2017Q4 202117
MONROE BANK & TRUST/MI 630.01%0.01%0.02%Q2 2013Q2 201817
FCM INVESTMENTS/TX 17170.36%0.60%0.94%Q2 2013Q2 201717
Patriot Financial Group Insurance Agency, LLC 1340.00%0.01%0.04%Q2 2017Q4 202117
Private Capital Group, LLC 17170.00%0.02%0.04%Q4 2017Q4 202117
Sonora Investment Management, LLC 17170.00%0.01%0.02%Q3 2017Q3 202117
CAPITAL GUARDIAN TRUST CO 1430.00%0.42%0.90%Q2 2013Q2 201917
Financial Management Professionals, Inc. 1610.00%0.02%0.04%Q2 2016Q4 202117
STATE OF WISCONSIN INVESTMENT BOARD 1130.01%0.21%0.41%Q2 2015Q3 202117
THOMAS WHITE INTERNATIONAL LTD 17170.00%0.01%0.02%Q1 2016Q1 202017
Resource Management, LLC 17170.02%0.12%0.20%Q4 2017Q4 202117
AdvisorNet Financial, Inc 17170.01%0.01%0.02%Q4 2017Q4 202117
Capital International Sarl 17170.07%0.23%0.48%Q1 2016Q1 202017
Sheaff Brock Investment Advisors, LLC 17170.03%0.09%0.26%Q1 2016Q1 202017
COMMONWEALTH EQUITY SERVICES, LLC 17170.02%0.04%0.05%Q4 2017Q4 202117
Fisher Asset Management, LLC 17170.00%0.00%0.00%Q4 2017Q4 202117
American Portfolios Advisors 17170.02%0.06%0.12%Q4 2017Q4 202117
PITCAIRN CO 510.02%0.05%0.08%Q1 2016Q4 202117
MARCO INVESTMENT MANAGEMENT LLC 17170.03%0.10%0.17%Q3 2013Q3 201717
MOTCO 1410.00%0.00%0.01%Q2 2014Q2 202117
Hamlin Capital Management, LLC 17172.64%3.37%4.75%Q4 2015Q4 201917
Farmers National Bank 1520.12%0.44%0.98%Q4 2014Q2 201917
Wealthspire Advisors, L.P. 17170.00%0.02%0.04%Q4 2015Q4 201917
Quantbot Technologies LP 1410.01%0.02%0.03%Q3 2014Q3 202017
WFG Advisors, LP 17170.02%0.18%0.28%Q2 2013Q2 201717
CAPSTONE ASSET MANAGEMENT CO 17170.12%0.21%0.32%Q2 2013Q2 201717
McIlrath & Eck, LLC 17170.00%0.01%0.03%Q4 2017Q4 202117
Vantage Investment Advisors, LLC 17170.00%0.01%0.02%Q4 2013Q4 201717
ADVISORY RESEARCH INC 1010.01%0.18%0.97%Q3 2013Q3 201917
PARK CIRCLE Co 17170.29%1.69%2.75%Q4 2015Q4 201917
MONETA GROUP INVESTMENT ADVISORS LLC 710.00%0.03%0.06%Q3 2015Q4 202117
Glassman Wealth Services 1160.00%0.01%0.04%Q2 2017Q4 202117
PIN OAK INVESTMENT ADVISORS INC 17170.28%0.54%0.76%Q4 2017Q4 202117
BREWIN DOLPHIN LTD 17170.00%0.00%0.01%Q3 2017Q3 202117
CAPITAL ADVISORS INC/OK 830.01%0.03%0.06%Q2 2013Q4 201917
10-15 ASSOCIATES, INC. 17170.36%2.47%3.09%Q3 2016Q3 202017
EDGE ASSET MANAGEMENT, INC 16160.77%1.08%1.41%Q2 2013Q1 201716
GROUP ONE TRADING, L.P. 610.00%0.01%0.02%Q1 2015Q2 202116
COLONY GROUP LLC 920.00%0.02%0.16%Q4 2013Q4 202116
WEST PACES ADVISORS INC. 1420.00%0.02%0.02%Q4 2016Q3 202116
LOOMIS SAYLES & CO L P 16160.00%0.00%0.00%Q3 2014Q2 201816
BRADLEY FOSTER & SARGENT INC/CT 1310.01%0.06%0.17%Q1 2014Q1 202016
GABLES CAPITAL MANAGEMENT INC. 16160.02%0.04%0.06%Q1 2018Q4 202116
Haverford Trust Co 16160.00%0.31%1.10%Q1 2018Q4 202116
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1010.00%0.02%0.05%Q3 2013Q2 202016
Callahan Advisors, LLC 16160.06%0.12%0.14%Q2 2016Q1 202016
SCHWARTZ INVESTMENT COUNSEL INC 1510.01%1.07%2.08%Q4 2016Q4 202016
Berkeley Capital Partners, LLC 16160.14%0.20%0.40%Q3 2017Q2 202116
EDMOND DE ROTHSCHILD HOLDING S.A. 1150.00%0.00%0.02%Q2 2015Q4 202116
Front Row Advisors LLC 1330.00%0.01%0.02%Q4 2017Q4 202116
LAZARD ASSET MANAGEMENT LLC 1510.00%0.00%0.00%Q2 2013Q4 201916
Manning & Napier Group, LLC 880.06%0.19%0.34%Q4 2017Q4 202116
Bedel Financial Consulting, Inc. 16160.00%0.01%0.01%Q1 2018Q4 202116
Cascade Investment Advisors, Inc. 1410.00%0.01%0.03%Q2 2016Q1 202116
JANUS HENDERSON GROUP PLC 1150.00%0.00%0.00%Q4 2017Q4 202116
Lehman Financial Resources, Inc. 880.08%0.13%0.18%Q4 2013Q3 201816
ROCKEFELLER FINANCIAL SERVICES INC 1240.01%0.08%0.39%Q4 2013Q4 201716
Diligent Investors, LLC 1330.13%0.19%0.36%Q3 2017Q4 202116
CAUSEWAY CAPITAL MANAGEMENT LLC 16160.32%0.40%0.52%Q1 2016Q4 201916
Regent Investment Management LLC 16160.09%0.21%0.29%Q2 2016Q1 202016
Bragg Financial Advisors, Inc 15150.03%0.05%0.08%Q2 2018Q4 202115
HENNESSY ADVISORS INC 870.08%0.16%0.24%Q2 2013Q4 201915
SouthState Corp 1140.02%0.04%0.06%Q4 2017Q3 202115
BRR OpCo, LLC 1410.14%0.31%0.45%Q2 2013Q1 201915
BOENNING & SCATTERGOOD, INC. 15150.10%0.15%0.24%Q2 2018Q4 202115
Proficio Capital Partners LLC 15150.01%0.08%0.15%Q4 2015Q2 201915
MANAGED ASSET PORTFOLIOS, LLC 15150.13%0.32%0.57%Q4 2013Q2 201715
VAUGHAN DAVID INVESTMENTS LLC/IL 15150.02%0.93%1.18%Q3 2016Q1 202015
Grantham, Mayo, Van Otterloo & Co. LLC 15150.00%0.18%0.71%Q4 2017Q2 202115
Greytown Advisors Inc. 15150.25%0.43%0.54%Q4 2016Q2 202015
Hikari Power Ltd 15150.46%0.98%1.50%Q2 2018Q4 202115
Capital Asset Advisory Services LLC 1050.02%0.25%0.57%Q4 2017Q3 202115
Wealthcare Advisory Partners LLC 15150.00%0.01%0.04%Q3 2017Q1 202115
E&G Advisors, LP 1410.05%0.17%0.33%Q3 2016Q4 202115
SCHRODER INVESTMENT MANAGEMENT GROUP 810.00%0.00%0.00%Q3 2013Q4 202115
Temasek Holdings (Private) Ltd 15150.17%1.02%1.71%Q3 2016Q1 202015
ALBERT D MASON INC 1050.14%0.22%0.30%Q1 2018Q4 202115
Quantitative Investment Management, LLC 510.01%0.10%0.42%Q4 2013Q4 202015
BlackRock Investment Management, LLC 15150.02%0.05%0.11%Q2 2013Q4 201615
BRISTOL JOHN W & CO INC /NY/ 15151.13%2.08%2.57%Q3 2016Q1 202015
ADAGE CAPITAL PARTNERS GP, L.L.C. 1110.01%0.03%0.18%Q1 2013Q4 202115
SALEM INVESTMENT COUNSELORS INC 830.00%0.00%0.00%Q4 2016Q4 202015
South Dakota Investment Council 870.01%0.15%0.41%Q3 2014Q4 202115
Advisor Group, Inc. 15150.05%0.06%0.06%Q2 2016Q4 201915
JNBA Financial Advisors 1310.00%0.00%0.01%Q4 2013Q4 202115
Daniel Devine & Co 15150.39%0.84%1.18%Q4 2014Q2 201815
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
OFI Advisors LLC 1140.04%0.10%0.23%Q3 2011Q3 201515
VIKING FUND MANAGEMENT LLC 15150.03%0.94%2.14%Q3 2017Q1 202115
NOMURA HOLDINGS INC 810.00%0.00%0.02%Q4 2012Q4 202115
Magnetar Financial LLC 720.61%1.26%2.16%Q2 2013Q3 201815
MSI Financial Services Inc 15150.01%0.01%0.01%Q2 2013Q4 201615
Barrett Asset Management, LLC 15150.00%0.01%0.01%Q2 2017Q4 202015
GLENVIEW STATE BANK TRUST DEPT. 1130.07%0.23%0.43%Q4 2017Q2 202114
Sterling Investment Advisors, Ltd. 14140.01%0.02%0.03%Q1 2017Q2 202014
FORBES J M & CO LLP 14141.76%2.00%2.26%Q3 2016Q4 201914
BANK OF HAWAII 1310.02%0.50%0.77%Q2 2013Q4 201914
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 14140.46%1.85%2.31%Q3 2016Q4 201914
Russell Investments Group, Ltd. 810.01%0.04%0.07%Q4 2016Q4 202114
Sequoia Financial Advisors, LLC 1210.01%0.04%0.09%Q1 2016Q4 202114
Tradewinds Global Investors, LLC 14141.81%2.75%3.97%Q2 2013Q3 201614
Covenant Asset Management, LLC 14140.06%0.27%0.36%Q1 2017Q2 202014
Mosaic Family Wealth, LLC 14140.01%0.01%0.02%Q4 2015Q1 201914
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.03%0.05%Q2 2017Q3 202014
Douglas Lane & Associates, LLC 14140.09%0.58%0.86%Q3 2018Q4 202114
SCHMIDT P J INVESTMENT MANAGEMENT INC 14140.25%1.36%2.67%Q1 2012Q2 201514
Rockefeller Capital Management L.P. 1220.00%0.03%0.09%Q1 2018Q4 202114
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 810.00%0.21%0.65%Q3 2017Q4 202114
TRUSTCORE FINANCIAL SERVICES, LLC 1130.00%0.01%0.03%Q4 2017Q2 202114
WILLIAMS JONES & ASSOCIATES LLC 950.01%0.01%0.02%Q2 2013Q3 201814
Snowden Capital Advisors LLC 710.00%0.07%0.14%Q3 2016Q4 202114
Simplicity Solutions, LLC 14140.02%0.13%0.57%Q3 2016Q4 201914
Virtu KCG Holdings LLC 830.01%0.06%0.59%Q3 2013Q2 201714
DIVIDEND ASSETS CAPITAL, LLC 630.00%0.00%0.01%Q2 2013Q4 202114
Pinnacle Bancorp, Inc. 1310.00%0.01%0.02%Q1 2017Q4 202114
PREMIER ASSET MANAGEMENT LLC 14140.09%0.11%0.14%Q3 2016Q4 201914
BRINKER CAPITAL INC 14140.06%0.12%0.17%Q1 2017Q2 202014
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.01%0.02%0.06%Q3 2018Q4 202114
OLD NATIONAL BANCORP /IN/ 1220.01%0.03%0.06%Q1 2014Q2 201814
IHT Wealth Management, LLC 610.01%0.07%0.21%Q4 2016Q2 202113
Pinkerton Retirement Specialists, LLC 13130.93%1.25%1.57%Q4 2016Q4 201913
LBMC INVESTMENT ADVISORS, LLC 13130.05%0.06%0.10%Q3 2016Q3 201913
Cornerstone Investment Partners, LLC 1030.01%0.01%0.01%Q3 2017Q2 202113
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1210.00%0.00%0.01%Q2 2018Q3 202113
CIBC Asset Management Inc 1120.00%0.03%0.03%Q2 2013Q1 202013
PEDDOCK CAPITAL ADVISORS, LLC 1110.01%0.01%0.02%Q3 2016Q4 202013
WealthTrust-Arizona, LLC 940.00%0.02%0.04%Q2 2013Q4 201813
RFG Advisory, LLC 760.12%0.18%0.23%Q3 2016Q4 201913
AVANTAX ADVISORY SERVICES, INC. 13130.06%0.07%0.11%Q4 2018Q4 202113
ATLAS CAPITAL ADVISORS LLC 710.00%0.06%0.11%Q1 2018Q2 202213
Paragon Capital Management LLC 710.06%0.09%0.11%Q2 2013Q1 202013
9258 Wealth Management, LLC 13130.10%0.57%1.50%Q4 2018Q4 202113
TOWNSQUARE CAPITAL LLC 13130.14%0.30%0.63%Q4 2018Q4 202113
WESTPORT RESOURCES MANAGEMENT INC 13130.00%0.00%0.00%Q2 2013Q2 201613
RELIANCE TRUST CO OF DELAWARE 13130.02%0.07%0.14%Q2 2013Q2 201613
KANALY TRUST CO 13130.00%0.22%0.38%Q4 2013Q4 201613
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 13130.00%1.68%2.31%Q3 2017Q3 202013
Cerity Partners LLC 13130.02%0.22%0.39%Q1 2017Q1 202013
Rodgers Brothers Inc. 850.05%0.10%0.17%Q3 2018Q4 202113
Meridian Wealth Management, LLC 630.04%0.10%0.21%Q1 2017Q4 202113
Fort Sheridan Advisors LLC 13130.30%0.67%1.10%Q4 2018Q4 202113
Prestige Wealth Management Group LLC 13130.00%0.01%0.01%Q4 2018Q4 202113
WASHINGTON TRUST BANK 13130.00%0.01%0.03%Q1 2014Q1 201713
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1210.00%0.00%0.00%Q2 2013Q2 201813
FinTrust Capital Advisors, LLC 13130.00%0.02%0.07%Q4 2018Q4 202113
SevenBridge Financial Group, LLC 13130.02%0.04%0.05%Q2 2016Q2 201913
Edgemoor Investment Advisors, Inc. 850.03%0.04%0.05%Q2 2013Q3 201813
Truehand, Inc 13130.81%1.23%1.50%Q4 2018Q4 202113
Risk Paradigm Group, LLC 13130.02%0.12%0.24%Q1 2015Q1 201813
Laird Norton Wetherby Wealth Management, LLC 1210.00%0.05%0.07%Q2 2015Q2 201913
MERITAGE PORTFOLIO MANAGEMENT 940.34%0.44%0.58%Q3 2015Q4 201913
HAP Trading, LLC 320.00%0.07%0.21%Q3 2015Q2 202013
Independent Advisor Alliance 13130.02%0.04%0.11%Q4 2018Q4 202113
CAPITAL INTERNATIONAL LTD /CA/ 1120.03%0.11%0.33%Q2 2013Q3 201813
BREITER CAPITAL MANAGEMENT INC 810.15%0.42%0.85%Q1 2018Q4 202113
Capital Investment Advisory Services, LLC 13130.01%0.02%0.04%Q4 2018Q4 202113
MERCER GLOBAL ADVISORS INC /ADV 12120.01%0.05%0.13%Q1 2019Q4 202112
SOL Capital Management CO 1020.06%0.10%0.14%Q2 2018Q4 202112
Stamos Capital Partners, L.P. 930.49%2.38%3.95%Q4 2018Q4 202112
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Zions Bancorporation, N.A. 12120.00%0.01%0.07%Q1 2019Q4 202112
Stonehage Fleming Financial Services Holdings Ltd 12120.01%0.03%0.04%Q1 2016Q4 201812
ROPES WEALTH ADVISORS LLC 1110.00%0.01%0.04%Q4 2016Q4 201912
PARK NATIONAL CORP /OH/ 620.01%0.02%0.04%Q3 2013Q4 202112
IBERIABANK CORP 710.03%0.16%0.30%Q1 2013Q2 201912
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
Alberta Investment Management Corp 620.01%0.07%0.14%Q1 2015Q4 202012
OXFORD ASSET MANAGEMENT LLP 410.01%0.09%0.20%Q2 2013Q2 201912
Sound Income Strategies, LLC 12120.00%0.00%0.00%Q1 2019Q4 202112
MCF Advisors LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.01%0.01%Q2 2013Q1 201612
MinichMacGregor Wealth Management, LLC 12120.00%0.00%0.00%Q4 2015Q3 201812
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.00%0.11%0.22%Q3 2015Q3 202112
Asset Dedication, LLC 1020.00%0.00%0.01%Q4 2015Q3 202112
Avestar Capital, LLC 750.08%0.15%0.23%Q4 2017Q4 202112
Capital Bank & Trust Co 12120.06%1.32%1.76%Q2 2017Q1 202012
NEW VERNON INVESTMENT MANAGEMENT LLC 12120.59%0.86%1.20%Q2 2017Q1 202012
Ledyard National Bank 1110.00%0.00%0.01%Q2 2014Q4 201812
Zions Bancorporation 1010.00%0.00%0.01%Q1 2015Q3 201812
CREATIVE FINANCIAL DESIGNS INC /ADV 710.00%0.00%0.01%Q4 2016Q4 202112
Huber Capital Management LLC 12120.03%0.15%0.33%Q2 2013Q1 201612
HOMESTEAD ADVISERS CORP 12120.89%1.40%1.68%Q1 2017Q4 201912
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 12120.06%0.14%0.26%Q2 2013Q1 201612
PRIVATE TRUST CO NA 710.02%0.04%0.07%Q1 2013Q4 202112
Investors Research Corp 12120.01%0.01%0.02%Q1 2019Q4 202112
VALICENTI ADVISORY SERVICES INC 12120.26%0.35%0.47%Q2 2013Q1 201612
Grisanti Capital Management LLC 12120.60%0.93%1.25%Q3 2016Q2 201912
CLEAR STREET MARKETS LLC 880.07%0.39%1.28%Q1 2020Q4 202112
HHG & Company, LLC 12120.53%0.76%0.94%Q2 2013Q1 201612
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1020.00%0.00%0.01%Q2 2013Q4 201612
ALTFEST L J & CO INC 1010.06%0.31%0.62%Q4 2013Q2 202112
HM PAYSON & CO 1110.00%0.01%0.14%Q4 2018Q4 202112
CREDIT AGRICOLE S A 810.00%0.01%0.06%Q2 2015Q4 202112
Gratus Capital, LLC 12120.65%0.84%1.17%Q1 2017Q4 201912
CARILLON TOWER ADVISERS, INC. 12120.05%0.08%0.12%Q1 2018Q4 202012
Zurcher Kantonalbank (Zurich Cantonalbank) 810.00%0.00%0.01%Q1 2013Q3 201811
Telos Capital Management, Inc. 11110.22%0.64%0.76%Q2 2013Q4 201511
Spears Abacus Advisors LLC 11110.70%0.85%0.97%Q3 2017Q1 202011
Family Capital Trust Co 11110.01%0.60%1.71%Q2 2013Q4 201511
Willingdon Wealth Management 11110.00%0.00%0.01%Q3 2017Q1 202011
SeaCrest Wealth Management, LLC 920.06%0.08%0.14%Q4 2017Q4 202111
Hawkins Capital L.P. 1010.14%3.64%13.60%Q2 2013Q3 201711
STATE STREET CORP 610.00%0.00%0.00%Q3 2016Q1 202111
WESPAC Advisors, LLC 650.65%0.79%0.89%Q2 2013Q2 201911
MCKINLEY CAPITAL MANAGEMENT LLC 11110.03%0.05%0.07%Q3 2014Q1 201711
Graves Light Lenhart Wealth, Inc. 650.02%0.11%0.23%Q4 2018Q4 202111
SMITH, MOORE & CO. 430.03%0.06%0.09%Q2 2016Q4 202111
Bridgeworth, LLC 430.09%0.20%0.30%Q4 2016Q2 202011
PARK AVENUE SECURITIES LLC 510.01%0.02%0.04%Q2 2016Q4 202111
Aristotle Capital Management, LLC 11110.00%0.01%0.02%Q2 2013Q4 201511
Bison Wealth, LLC 920.14%0.44%0.76%Q4 2014Q1 202011
Laurel Wealth Advisors LLC 11110.01%0.01%0.04%Q4 2018Q2 202111
180 WEALTH ADVISORS, LLC 1010.05%0.44%0.73%Q4 2017Q3 202111
Altium Wealth Management LLC 520.01%0.04%0.10%Q2 2018Q4 202111
CURIAN CAPITAL LLC 11110.04%0.05%0.07%Q2 2013Q4 201511
WESBANCO BANK INC 740.01%0.02%0.03%Q1 2019Q4 202111
BURNEY CO/ 11110.02%0.05%0.08%Q4 2017Q2 202011
CUMBERLAND ADVISORS INC 740.09%0.32%0.54%Q4 2018Q3 202111
Gotham Asset Management, LLC 510.00%0.02%0.10%Q4 2013Q3 201911
American Trust Investment Advisors, LLC 1010.17%0.19%0.21%Q2 2016Q4 201911
Oliver Luxxe Assets LLC 11111.20%1.71%2.72%Q2 2017Q4 201911
Ameritas Investment Partners, Inc. 11110.00%0.00%0.00%Q3 2017Q1 202011
QCI ASSET MANAGEMENT INC/NY 1010.00%0.00%0.01%Q2 2017Q1 202011
First Fiduciary Investment Counsel, Inc. 1011.95%2.36%2.96%Q3 2013Q2 201611
Sowell Financial Services LLC 710.01%0.05%0.12%Q4 2016Q1 202111
Capital International, Inc./CA/ 710.01%0.05%0.09%Q1 2016Q1 202011
WESTWOOD HOLDINGS GROUP INC 11110.00%0.00%0.00%Q4 2016Q2 201911
INTRUST BANK NA 11110.08%0.19%0.25%Q2 2013Q4 201511
MEEDER ASSET MANAGEMENT INC 410.00%0.00%0.01%Q4 2016Q3 202111
Community Financial Services Group, LLC 740.00%0.58%1.98%Q4 2014Q4 202111
Timber Hill LLC 610.00%0.01%0.01%Q4 2013Q2 201711
Lyons Wealth Management, LLC. 510.02%0.17%0.34%Q3 2013Q2 201711
TRAN CAPITAL MANAGEMENT, L.P. 11110.13%0.14%0.15%Q2 2013Q4 201511
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 830.00%0.06%0.25%Q2 2016Q4 202111
ARCADIA INVESTMENT MANAGEMENT CORP/MI 920.00%0.01%0.01%Q4 2015Q2 202111
BOSTON ADVISORS LLC 11110.01%0.01%0.02%Q2 2013Q4 201511
VALLEY FORGE ASSET MANAGEMENT, LLC 11110.07%0.13%0.18%Q2 2013Q4 201511
CNB Bank 11110.00%0.10%0.39%Q2 2019Q4 202111
Global Financial Private Capital, Inc 650.00%0.03%0.14%Q3 2017Q2 202011
Signature Financial Management, Inc. 910.05%0.06%0.10%Q2 2016Q4 201810
Freestone Capital Holdings, LLC 820.00%0.02%0.07%Q2 2018Q4 202010
Busey Bank 10100.04%0.07%0.13%Q3 2019Q4 202110
Larson Financial Group LLC 10100.00%0.00%0.01%Q3 2019Q4 202110
IBEX WEALTH ADVISORS 810.00%0.76%1.07%Q4 2016Q4 202110
BOURGEON CAPITAL MANAGEMENT LLC 10100.00%0.01%0.06%Q3 2019Q4 202110
Princeton Portfolio Strategies Group LLC 520.06%0.07%0.08%Q1 2016Q4 201910
Platte River Capital LLC 10100.30%0.44%0.77%Q2 2013Q3 201510
FIRST QUADRANT LLC/CA 10100.00%0.00%0.01%Q2 2013Q3 201510
Point72 Asset Management, L.P. 610.00%0.10%0.32%Q2 2017Q4 202110
PRUDENTIAL FINANCIAL INC 510.00%0.00%0.00%Q4 2018Q4 202110
ProVise Management Group, LLC 520.03%0.24%0.68%Q2 2013Q3 201810
First Bank & Trust 910.00%0.14%0.51%Q2 2019Q4 202110
Brinker Capital Investments, LLC 640.00%0.02%0.04%Q2 2018Q4 202110
Fieldpoint Private Securities, LLC 510.01%0.02%0.07%Q1 2017Q4 202110
Beacon Capital Management, Inc. 10100.00%0.01%0.02%Q4 2013Q1 201610
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 10100.03%0.04%0.05%Q3 2017Q4 201910
CLEARARC CAPITAL INC 10100.10%0.25%0.54%Q2 2013Q3 201510
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 10100.00%0.00%0.00%Q1 2018Q2 202010
Investors Capital Advisory Services 10100.05%0.06%0.08%Q2 2013Q3 201510
OppenheimerFunds, Inc. 550.00%0.01%0.02%Q1 2013Q4 201610
CADENCE BANK NA 640.10%0.14%0.20%Q2 2013Q3 201710
Sugarloaf Wealth Management, LLC 10100.00%0.01%0.02%Q4 2019Q1 202210
Board of Trustees of The Leland Stanford Junior University 610.01%0.08%0.25%Q3 2013Q3 201810
Advocacy Wealth Management Services, LLC 820.00%0.03%0.13%Q2 2013Q3 201710
RONALD BLUE & CO LLC 10100.00%0.03%0.05%Q2 2013Q3 201510
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 910.00%0.00%0.00%Q4 2016Q4 202110
CAPITAL ONE, NATIONAL ASSOCIATION 910.02%0.04%0.21%Q2 2016Q4 201910
PRINCETON CAPITAL MANAGEMENT LLC 820.05%0.22%0.60%Q3 2016Q3 201910
Apriem Advisors 910.00%0.00%0.01%Q1 2015Q2 201810
FIRST MERCANTILE TRUST CO 10100.13%0.15%0.17%Q2 2013Q3 201510
Schonfeld Strategic Advisors LLC 510.01%0.11%0.29%Q4 2017Q4 202110
EVOKE WEALTH, LLC 10100.00%0.02%0.20%Q3 2019Q4 202110
Waverly Advisors, LLC 820.01%0.01%0.05%Q4 2013Q4 201710
ADIRONDACK TRUST CO 10100.00%0.00%0.00%Q3 2019Q4 202110
Martin Investment Management, LLC 10102.18%2.63%3.47%Q1 2018Q2 202010
Newman Dignan & Sheerar, Inc. 10100.04%0.25%0.60%Q1 2018Q2 202010
Squarepoint Ops LLC 410.00%0.01%0.02%Q2 2018Q4 202110
Sensato Investors LLC 910.09%2.03%3.40%Q3 2016Q3 201910
Exchange Capital Management, Inc. 710.00%0.00%0.01%Q3 2013Q3 201810
ALTERNA WEALTH MANAGEMENT, INC 910.24%2.04%3.14%Q4 2018Q4 202110
DENVER INVESTMENT ADVISORS LLC 10100.05%0.05%0.07%Q2 2013Q3 201510
Cresset Asset Management, LLC 620.01%0.01%0.02%Q4 2018Q3 202110
TRUEWEALTH LLC 10100.01%0.02%0.03%Q1 2018Q2 202010
Pinnacle Wealth Planning Services, Inc. 910.01%0.30%0.67%Q4 2017Q4 202010
Horan Securities, Inc. 730.00%0.01%0.02%Q2 2017Q2 202110
Grove Bank & Trust 910.00%0.03%0.10%Q4 2015Q4 201910
Spectrum Asset Management, Inc. (NB/CA) 730.07%0.17%0.29%Q1 2018Q4 202110
Taylor Hoffman Wealth Management 910.02%0.09%0.13%Q4 2017Q2 202010
MOODY LYNN & LIEBERSON, LLC 810.28%1.32%2.34%Q3 2015Q4 201910
BANCORPSOUTH INC 10100.04%0.10%0.20%Q2 2013Q3 201510
Koshinski Asset Management, Inc. 520.03%0.05%0.08%Q3 2018Q4 202110
LVW Advisors, LLC 320.06%0.11%0.23%Q4 2014Q4 201910
Portland Global Advisors LLC 10100.16%0.28%0.40%Q3 2019Q4 202110
Blume Capital Management, Inc. 810.00%0.20%1.97%Q4 2013Q4 202110
Wealthstreet Investment Advisors, LLC 10100.05%0.06%0.07%Q4 2017Q1 202010
Greylin Investment Management, Inc 10100.09%0.10%0.11%Q3 2017Q4 201910
CITY NATIONAL BANK 10100.01%0.02%0.07%Q2 2013Q3 201510
Camarda Financial Advisors, LLC 710.02%0.11%0.23%Q2 2013Q4 201810
SUSQUEHANNA TRUST & INVESTMENT CO 990.31%0.53%0.63%Q2 2013Q2 20159
Americana Partners, LLC 990.11%1.26%3.90%Q4 2019Q4 20219
BREMER TRUST NATIONAL ASSOCIATION 990.07%0.16%0.22%Q2 2013Q2 20159
Martin Capital Partners, LLC 992.63%3.13%3.61%Q4 2017Q4 20199
tru Independence LLC 990.01%0.99%1.86%Q4 2019Q4 20219
Gemmer Asset Management LLC 420.00%0.00%0.00%Q1 2018Q3 20209
Nuveen Asset Management, LLC 540.00%0.01%0.02%Q2 2017Q4 20219
FAS Wealth Partners, Inc. 810.01%0.04%0.21%Q3 2014Q4 20219
Kovack Advisors, Inc. 510.06%0.08%0.12%Q2 2017Q1 20209
BURNS J W & CO INC/NY 990.15%0.21%0.26%Q2 2013Q2 20159
HCR Wealth Advisors 630.05%0.07%0.09%Q3 2017Q4 20199
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.01%Q2 2015Q4 20219
INVESTORS TRUST INC 991.25%2.09%2.50%Q2 2013Q2 20159
Financial Advocates Investment Management 990.02%0.07%0.14%Q4 2017Q4 20199
One Wealth Advisors, LLC 410.07%0.20%0.34%Q4 2017Q4 20219
APPLETON PARTNERS INC/MA 610.03%0.05%0.06%Q3 2013Q2 20189
NORTHERN CAPITAL MANAGEMENT LLC 720.13%0.83%1.49%Q1 2015Q4 20189
Lindbrook Capital, LLC 330.00%0.01%0.03%Q4 2018Q4 20219
BECK MACK & OLIVER LLC 990.01%0.01%0.01%Q2 2013Q2 20159
Capital Advisors, Ltd. LLC 990.00%0.05%0.09%Q4 2013Q4 20159
Archer Investment Corp 720.00%0.01%0.02%Q3 2019Q4 20219
WEBSTER BANK, N. A. 720.00%0.00%0.01%Q4 2016Q1 20209
D'Orazio & Associates, Inc. 710.00%0.01%0.03%Q1 2014Q2 20219
NORTH STAR ASSET MANAGEMENT INC 990.02%0.02%0.02%Q4 2017Q4 20199
COMERICA SECURITIES INC 990.03%0.05%0.08%Q4 2016Q4 20189
MORGENS WATERFALL VINTIADIS & CO INC 990.32%0.44%1.01%Q4 2017Q4 20199
Alexandria Capital, LLC 810.00%0.00%0.01%Q1 2015Q2 20179
Benson Investment Management Company, Inc. 992.57%2.82%3.09%Q3 2017Q3 20199
Verition Fund Management LLC 810.03%0.54%2.84%Q1 2016Q4 20219
ExodusPoint Capital Management, LP 720.00%0.04%0.09%Q3 2019Q4 20219
Truvestments Capital LLC 510.01%0.03%0.06%Q3 2018Q1 20219
Carmichael Hill & Associates, Inc. 990.02%0.02%0.05%Q4 2019Q4 20219
Intersect Capital LLC 510.08%0.19%0.30%Q4 2014Q3 20219
Firestone Capital Management 990.04%0.07%0.09%Q4 2019Q4 20219
abrdn plc 990.00%0.00%0.00%Q3 2017Q3 20199
CAZ INVESTMENTS LP 990.62%0.98%1.59%Q3 2015Q3 20179
Atlas Private Wealth Management, LLC 990.07%0.17%0.29%Q4 2019Q4 20219
SOLARIS ASSET MANAGEMENT LLC 990.04%0.20%0.57%Q3 2016Q3 20189
Hanson & Doremus Investment Management 810.00%0.00%0.00%Q2 2013Q3 20159
Lido Advisors, LLC 990.01%0.03%0.05%Q1 2018Q1 20209
Mutual Advisors, LLC 990.20%0.32%0.52%Q4 2017Q4 20199
PLIMOTH TRUST CO LLC 990.08%0.11%0.14%Q4 2017Q4 20199
MANAGED ACCOUNT ADVISORS LLC 990.10%0.17%0.22%Q2 2013Q2 20159
OLD MISSION CAPITAL LLC 310.06%0.52%1.47%Q2 2017Q2 20219
Syntal Capital Partners, LLC 510.01%0.10%0.19%Q2 2014Q3 20219
MASSMUTUAL TRUST CO FSB/ADV 510.00%0.03%0.09%Q4 2013Q4 20169
Ballew Advisors, Inc 710.20%0.37%0.63%Q4 2017Q2 20209
A.R.T. Advisors, LLC 310.02%0.06%0.16%Q2 2013Q3 20199
NORTHSTAR INVESTMENT ADVISORS LLC 540.62%0.96%1.14%Q2 2013Q4 20159
CAPTRUST FINANCIAL ADVISORS 990.01%0.01%0.01%Q4 2019Q4 20219
FARLEY CAPITAL L.P. 990.18%2.35%4.08%Q4 2019Q4 20219
Forest Hill Capital, LLC 510.02%0.08%0.15%Q1 2015Q2 20199
Dynamic Technology Lab Private Ltd 310.04%0.13%0.56%Q1 2013Q1 20219
Stanford Investment Group, Inc. 990.01%0.03%0.04%Q4 2014Q4 20169
HARBOR INVESTMENT ADVISORY, LLC 990.01%0.02%0.08%Q4 2019Q4 20219
Lloyd Advisory Services, LLC. 990.00%0.01%0.09%Q4 2019Q4 20219
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 630.02%0.04%0.07%Q4 2018Q3 20219
Pacifica Partners Inc. 990.01%0.03%0.08%Q4 2019Q4 20219
Legacy Advisors, LLC 710.05%0.09%0.26%Q4 2016Q4 20199
Stonebridge Capital Advisors LLC 540.01%0.01%0.02%Q2 2019Q4 20219
Commonwealth Financial Services, LLC 990.21%0.33%0.69%Q1 2015Q1 20179
Waldron Private Wealth LLC 710.02%0.05%0.06%Q1 2017Q2 20219
BURNHAM ASSET MANAGEMENT CORP /NY/ 880.05%0.06%0.10%Q2 2013Q1 20158
Mork Capital Management, LLC 880.43%0.67%0.77%Q4 2018Q3 20208
FORVIS Wealth Advisors, LLC 710.02%0.05%0.16%Q2 2013Q4 20178
Integrated Wealth Concepts LLC 620.01%0.02%0.05%Q4 2019Q4 20218
TRUE Private Wealth Advisors 710.04%0.07%0.11%Q4 2017Q4 20198
AMERICAN NATIONAL BANK 710.00%0.00%0.00%Q2 2016Q2 20198
CHOREO, LLC 880.03%0.04%0.06%Q1 2018Q4 20198
Icon Wealth Partners, LLC 620.06%0.09%0.10%Q4 2017Q4 20198
Spectrum Management Group, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Stolper Co 880.38%0.54%0.78%Q1 2020Q4 20218
Norway Savings Bank 880.07%0.08%0.09%Q4 2016Q3 20188
Hayek Kallen Investment Management 880.18%0.22%0.28%Q1 2020Q4 20218
Rosenberg Matthew Hamilton 880.08%0.16%0.20%Q1 2020Q4 20218
Pinnacle Summer Investments, Inc. 620.00%0.01%0.01%Q2 2013Q4 20158
Global Trust Asset Management, LLC 620.00%0.00%0.01%Q4 2017Q4 20198
Institute for Wealth Management, LLC. 620.06%0.13%0.19%Q3 2017Q3 20208
Endurance Wealth Management, Inc. 880.00%0.00%0.00%Q1 2020Q4 20218
Patten Group, Inc. 880.00%0.01%0.03%Q1 2017Q4 20188
Maven Securities LTD 710.24%0.41%0.65%Q4 2018Q3 20218
Gary Goldberg Planning Services Inc 882.54%2.78%3.12%Q1 2013Q4 20148
SRB CORP 880.20%5.54%9.70%Q1 2020Q4 20218
Financial Enhancement Group LLC 880.00%0.00%0.00%Q1 2020Q4 20218
Clearstead Advisors, LLC 880.00%0.00%0.00%Q1 2020Q4 20218
RHUMBLINE ADVISERS 880.00%0.00%0.00%Q3 2014Q2 20168
Country Club Trust Company, n.a. 880.48%0.64%0.80%Q1 2020Q4 20218
Arlington Financial Advisors, LLC 710.76%1.05%1.23%Q4 2017Q4 20198
Winfield Associates, Inc. 880.01%0.02%0.02%Q1 2016Q4 20178
FIRST FOUNDATION ADVISORS 710.01%0.01%0.02%Q2 2018Q3 20218
TBH Global Asset Management, LLC 880.06%0.14%0.30%Q4 2019Q3 20218
Arkos Global Advisors 880.14%0.19%0.28%Q1 2020Q4 20218
Fusion Family Wealth LLC 530.00%0.00%0.00%Q4 2016Q4 20188
HABERER REGISTERED INVESTMENT ADVISOR INC 880.01%0.02%0.02%Q2 2013Q1 20158
Richard Bernstein Advisors LLC 710.00%0.03%0.04%Q4 2017Q4 20218
Allied Investment Advisors, LLC 881.75%2.30%2.64%Q1 2020Q4 20218
PALLADIUM PARTNERS LLC 320.01%0.01%0.02%Q2 2013Q4 20218
Guidant Wealth Advisors 880.00%0.00%0.00%Q4 2016Q3 20188
MGO ONE SEVEN LLC 620.31%0.44%0.53%Q4 2017Q4 20198
Ranger International Management, LP 620.33%3.91%5.45%Q1 2014Q1 20178
Main Street Research LLC 610.03%1.21%2.95%Q2 2013Q1 20218
Bank of Kentucky, Inc. 880.00%0.00%0.02%Q2 2013Q1 20158
FIRST HAWAIIAN BANK 610.01%0.02%0.03%Q2 2013Q4 20218
Squar Milner Financial Services LLC 530.01%0.04%0.12%Q2 2018Q2 20208
HRT FINANCIAL LP 310.02%0.06%0.22%Q1 2019Q4 20218
BAIRD ROBERT W & CO INC /WI/ 880.04%0.06%0.14%Q2 2013Q1 20158
MITCHELL SINKLER & STARR/PA 710.30%0.41%0.48%Q3 2013Q4 20178
CITIZENS FINANCIAL GROUP INC/RI 610.00%0.00%0.00%Q1 2016Q4 20198
ATWOOD & PALMER INC 710.00%0.00%0.00%Q2 2014Q2 20178
Kavar Capital Partners, LLC 310.01%0.01%0.02%Q4 2013Q2 20198
BEACON FINANCIAL GROUP 880.04%1.39%2.28%Q3 2013Q2 20158
Strategic Wealth Partners, Ltd. 880.00%0.05%0.07%Q4 2017Q3 20198
NORGES BANK 880.08%0.11%0.14%Q1 2020Q4 20218
BEDDOW CAPITAL MANAGEMENT INC 880.96%1.32%1.50%Q1 2020Q4 20218
FIRST WILSHIRE SECURITIES MANAGEMENT INC 880.10%0.18%0.43%Q1 2020Q4 20218
TSFG, LLC 880.00%0.00%0.00%Q1 2019Q4 20208
Poehling Capital Management, INC. 880.08%0.33%0.43%Q4 2021Q3 20238
Lake Point Wealth Management 320.00%0.01%0.01%Q4 2018Q4 20218
Capital Wealth Planning, LLC 710.12%0.17%0.20%Q3 2013Q3 20158
Allen Capital Group, LLC 880.08%0.13%0.15%Q2 2018Q1 20208
SOUTH TEXAS MONEY MANAGEMENT LTD 710.02%0.92%1.68%Q1 2014Q3 20198
OSAIC HOLDINGS, INC. 880.01%0.01%0.02%Q1 2020Q4 20218
Claret Asset Management Corp 880.43%0.60%0.82%Q1 2020Q4 20218
KCM INVESTMENT ADVISORS LLC 880.02%0.03%0.04%Q1 2020Q4 20218
Allegis Investment Advisors, LLC 440.10%0.38%0.58%Q4 2015Q1 20188
Brown Advisory Securities, LLC 880.08%0.12%0.21%Q1 2020Q4 20218
BOSTON PRIVATE BANK & TRUST CO 880.19%0.23%0.26%Q2 2013Q1 20158
Watermark Asset Management, Inc. 880.00%0.00%0.00%Q1 2017Q4 20188
B. Riley Wealth Management, Inc. 610.02%0.07%0.09%Q1 2014Q4 20218
Rossmore Private Capital 710.02%0.05%0.06%Q4 2017Q4 20218
Semmax Financial Advisors Inc. 880.00%0.14%0.60%Q4 2018Q3 20208
MDE Group 880.06%0.08%0.11%Q2 2013Q1 20158
DONALDSON CAPITAL MANAGEMENT, LLC 880.02%0.03%0.05%Q3 2016Q2 20188
Wellesley Investment Partners, LLC 880.09%0.23%0.32%Q3 2018Q2 20208
CANANDAIGUA NATIONAL BANK & TRUST CO 880.05%0.07%0.09%Q1 2018Q4 20198
PRENTISS SMITH & CO INC 420.00%0.01%0.03%Q2 2013Q1 20188
EULAV Asset Management 880.06%0.10%0.12%Q2 2013Q1 20158
DARRELL & KING LLC 510.04%3.91%4.96%Q3 2018Q4 20207
Riverview Trust Co 770.01%0.07%0.11%Q2 2020Q4 20217
Tetrem Capital Management Ltd. 770.01%0.09%0.57%Q4 2013Q2 20157
HANSEATIC MANAGEMENT SERVICES INC 770.00%0.00%0.01%Q1 2017Q3 20187
Crewe Advisors LLC 610.00%0.00%0.01%Q4 2019Q4 20217
Sabal Trust CO 430.03%2.19%3.20%Q2 2013Q1 20197
Quilter Plc 770.01%0.01%0.02%Q1 2020Q3 20217
Cooper Financial Group 770.10%0.17%0.22%Q4 2018Q2 20207
Round Table Services, LLC 770.08%0.10%0.12%Q1 2017Q3 20187
Kore Private Wealth LLC 770.00%0.09%0.22%Q4 2018Q2 20207
Financial Gravity Asset Management, Inc. 430.00%0.01%0.01%Q1 2018Q4 20197
FIRST MIDWEST BANK TRUST DIVISION 770.04%0.06%0.07%Q1 2014Q3 20157
Wealth Alliance 520.11%0.13%0.15%Q1 2020Q4 20217
NorthCoast Asset Management LLC 770.01%0.02%0.04%Q1 2020Q3 20217
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 770.02%0.03%0.06%Q2 2019Q4 20207
Clear Perspective Advisors, LLC 770.08%0.10%0.13%Q4 2016Q2 20187
Caprock Group, LLC 520.02%0.05%0.08%Q4 2017Q4 20217
Savior LLC 770.00%0.01%0.01%Q4 2019Q2 20217
Franklin Square Holdings, L.P. 771.30%2.21%4.21%Q1 2017Q3 20187
Vestmark Advisory Solutions, Inc. 610.03%0.28%0.51%Q1 2019Q4 20207
BFSG, LLC 770.07%0.12%0.18%Q3 2019Q1 20217
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Lowe Wealth Advisors, LLC 610.00%0.00%0.00%Q2 2015Q4 20217
LIBERTY WEALTH MANAGEMENT LLC 410.00%0.00%0.02%Q3 2019Q3 20217
Harel Insurance Investments & Financial Services Ltd. 610.01%0.01%0.02%Q2 2016Q3 20187
Heritage Trust Co 770.00%0.00%0.00%Q2 2017Q4 20187
PENN DAVIS MCFARLAND INC 771.97%3.56%4.53%Q2 2020Q4 20217
SHAPIRO ROBERT N 770.00%0.00%0.01%Q2 2013Q4 20147
FOUNDERS BANK & TRUST 770.15%0.25%0.32%Q2 2013Q4 20147
Ironsides Asset Advisors, LLC 410.06%0.10%0.14%Q4 2015Q4 20217
STEEL GROVE CAPITAL ADVISORS, LLC 770.10%0.14%0.22%Q1 2020Q3 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.03%0.06%0.08%Q2 2013Q4 20147
SG3 Management, LLC 210.02%0.15%0.41%Q4 2016Q2 20207
Vestcor Inc 770.08%0.15%0.19%Q2 2020Q4 20217
Placemark Investments, Inc. 770.16%0.21%0.27%Q2 2013Q4 20147
Court Place Advisors, LLC 770.14%0.20%0.24%Q4 2013Q2 20157
Virtus Fund Advisers, LLC 770.39%0.70%0.87%Q2 2016Q4 20177
Westside Investment Management, Inc. 770.01%0.01%0.01%Q4 2016Q2 20187
LYELL WEALTH MANAGEMENT, LP 770.06%0.10%0.13%Q2 2018Q4 20197
SpiderRock Advisors, LLC 330.01%0.06%0.20%Q1 2017Q3 20177
TCTC Holdings, LLC 770.00%0.00%0.00%Q2 2020Q4 20217
West Oak Capital, LLC 430.00%0.00%0.00%Q3 2018Q4 20207
Van Hulzen Asset Management, LLC 320.07%0.18%0.32%Q4 2013Q1 20167
BerganKDV Wealth Management, LLC 770.00%0.00%0.00%Q4 2019Q2 20217
Element Wealth, LLC 520.21%0.24%0.35%Q1 2020Q4 20217
Partnervest Advisory Services LLC 770.09%0.12%0.15%Q2 2017Q4 20187
Morningstar Investment Services LLC 770.64%0.94%1.14%Q2 2013Q4 20147
Rockbridge Investment Management, LCC 770.00%0.00%0.01%Q2 2020Q4 20217
Integrated Wealth Management 770.04%0.05%0.07%Q1 2015Q3 20167
MARSHALL & SULLIVAN INC /WA/ 610.05%0.05%0.05%Q3 2015Q2 20187
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.01%Q2 2013Q4 20217
ELLINGTON MANAGEMENT GROUP LLC 310.03%0.16%0.30%Q2 2013Q2 20197
Global Wealth Management Investment Advisory, Inc. 770.00%0.04%0.15%Q4 2018Q2 20207
Column Capital Advisors, LLC 520.00%0.00%0.00%Q1 2020Q4 20217
Avion Wealth 770.02%0.03%0.04%Q2 2020Q4 20217
Edge Advisors, LLC 770.35%0.86%1.29%Q4 2016Q2 20187
DUBUQUE BANK & TRUST CO 770.00%0.00%0.00%Q3 2017Q1 20197
Geneva Advisors, LLC 520.01%0.08%0.24%Q2 2015Q2 20177
PagnatoKarp Partners LLC 310.09%0.12%0.16%Q1 2018Q1 20207
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 770.00%0.00%0.00%Q2 2020Q4 20217
Regal Investment Advisors LLC 610.01%0.06%0.10%Q2 2013Q3 20157
Stonehage Fleming (UK) Ltd 610.13%0.15%0.18%Q1 2014Q4 20157
NumerixS Investment Technologies Inc 310.01%0.06%0.20%Q1 2015Q1 20197
AUGUSTINE ASSET MANAGEMENT INC 770.43%0.64%0.75%Q2 2013Q4 20147
FNY Investment Advisers, LLC 610.00%0.01%0.02%Q3 2019Q2 20217
RMR Wealth Builders 610.05%0.16%0.45%Q4 2019Q3 20217
Delek Group, Ltd. 770.02%0.33%0.50%Q4 2017Q2 20197
Legacy Financial Advisors, Inc. 610.01%0.03%0.13%Q4 2017Q1 20207
TELEMUS CAPITAL, LLC 770.03%0.03%0.04%Q2 2018Q4 20197
Westchester Capital Management, LLC 770.08%0.10%0.12%Q2 2020Q4 20217
Trust Co 660.03%0.05%0.06%Q4 2018Q1 20206
BANK OF THE WEST 660.06%0.07%0.08%Q2 2013Q3 20146
GIRARD PARTNERS LTD. 660.04%0.05%0.06%Q1 2018Q2 20196
CSS LLC/IL 660.02%0.03%0.03%Q4 2013Q1 20156
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
Farmers & Merchants Trust Co of Long Beach 510.06%0.13%0.16%Q4 2018Q3 20216
Hexagon Capital Partners LLC 660.01%0.01%0.02%Q3 2020Q4 20216
RENAISSANCE GROUP LLC 660.50%0.58%0.65%Q2 2018Q3 20196
BROOKS, MOORE & ASSOCIATES, INC. 660.29%0.72%0.98%Q4 2018Q1 20206
Miramar Capital, LLC 510.10%3.78%5.13%Q4 2018Q4 20206
LOMBARDIA CAPITAL PARTNERS LLC 660.38%0.46%0.60%Q3 2015Q4 20166
Greenline Partners, LLC 660.10%1.45%2.85%Q3 2018Q4 20196
MURPHY CAPITAL MANAGEMENT INC 660.03%0.04%0.05%Q3 2013Q4 20146
FIC CAPITAL INC 660.14%0.19%0.28%Q2 2013Q3 20146
Alpha Cubed Investments, LLC 420.03%0.04%0.05%Q1 2017Q4 20186
CAROLINAS WEALTH CONSULTING LLC 510.00%0.00%0.00%Q2 2020Q4 20216
WELCH & FORBES LLC 660.01%0.01%0.01%Q2 2013Q3 20146
Joel Isaacson & Co., LLC 420.02%0.05%0.10%Q4 2012Q1 20196
Unified Trust Company, N.A. 661.20%2.13%2.47%Q4 2018Q1 20206
OneDigital Investment Advisors LLC 410.00%0.01%0.02%Q2 2017Q2 20196
KORNITZER CAPITAL MANAGEMENT INC /KS 310.00%0.00%0.00%Q2 2016Q1 20186
Signet Investment Advisory Group, Inc. 510.09%0.28%0.39%Q4 2018Q4 20206
McAdams Wright Ragen, Inc. 660.55%0.60%0.66%Q2 2013Q3 20146
TUDOR INVESTMENT CORP ET AL 210.01%0.02%0.03%Q4 2015Q1 20216
Evercore Wealth Management, LLC 660.00%0.01%0.01%Q2 2014Q3 20156
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.01%0.03%0.03%Q2 2015Q3 20166
NORTHEAST INVESTMENT MANAGEMENT 660.02%0.02%0.03%Q2 2013Q3 20146
NICHOLAS COMPANY, INC. 660.04%0.10%0.16%Q4 2014Q1 20166
KMS FINANCIAL SERVICES, INC 660.06%0.07%0.07%Q2 2013Q3 20146
Van Leeuwen & Company, LLC 660.23%0.81%1.25%Q3 2018Q4 20196
Sanders Capital, LLC 662.22%2.70%3.02%Q4 2010Q1 20126
BAR HARBOR WEALTH MANAGEMENT 660.02%0.03%0.03%Q2 2018Q3 20196
WINTRUST INVESTMENTS LLC 310.03%0.13%0.30%Q3 2016Q2 20196
HENGEHOLD CAPITAL MANAGEMENT LLC 510.53%0.63%0.69%Q3 2013Q1 20156
Holocene Advisors, LP 660.03%0.31%0.42%Q3 2020Q4 20216
UBS AG 660.01%0.03%0.07%Q2 2013Q3 20146
Perigon Wealth Management, LLC 330.04%0.09%0.14%Q4 2016Q4 20216
AMICA PENSION FUND BOARD OF TRUSTEES 660.10%0.37%0.78%Q3 2017Q4 20186
Nuveen Fund Advisors, LLC 660.06%0.09%0.13%Q3 2016Q4 20176
Covalis Capital LLP 310.74%4.59%8.58%Q1 2019Q2 20216
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 661.15%2.24%3.38%Q1 2020Q2 20216
Nachman Norwood & Parrott, Inc 510.00%0.10%0.14%Q4 2018Q3 20206
AMP Capital Investors Ltd 210.00%0.01%0.02%Q3 2015Q3 20186
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 510.05%0.15%0.24%Q1 2018Q4 20216
Kovitz Investment Group Partners, LLC 660.03%0.07%0.10%Q1 2019Q2 20206
LINCOLN NATIONAL CORP 410.01%0.05%0.08%Q4 2013Q1 20206
Verity & Verity, LLC 660.06%0.32%0.40%Q1 2018Q2 20196
Mirae Asset Global Investments Co., Ltd. 330.01%0.02%0.04%Q4 2011Q4 20216
Kestra Advisory Services, LLC 660.01%0.01%0.01%Q3 2020Q4 20216
WESPAC Advisors SoCal, LLC 660.01%0.01%0.01%Q2 2016Q3 20176
Columbia Asset Management 310.05%0.18%0.80%Q4 2013Q4 20196
SIR Capital Management, L.P. 660.09%0.79%1.28%Q2 2020Q3 20216
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 660.02%0.02%0.02%Q2 2017Q3 20186
Atlas Private Wealth Advisors 660.00%0.00%0.01%Q2 2020Q3 20216
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.03%0.14%0.24%Q3 2020Q4 20216
STERNE AGEE GROUP, INC. 660.26%0.31%0.38%Q4 2013Q1 20156
LITTLE HOUSE CAPITAL LLC 661.04%1.35%1.56%Q4 2018Q1 20206
Eudaimonia Partners, LLC 660.01%0.02%0.03%Q4 2019Q1 20216
Arkadios Wealth Advisors 420.01%0.03%0.04%Q4 2019Q3 20216
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
RUSSELL FRANK CO/ 660.02%0.03%0.04%Q2 2013Q3 20146
FourThought Financial, LLC 550.00%0.01%0.01%Q4 2020Q4 20215
SlateStone Wealth, LLC 550.40%0.73%1.04%Q4 2018Q4 20195
SOA Wealth Advisors, LLC. 550.00%0.00%0.00%Q4 2020Q4 20215
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.01%Q1 2019Q4 20205
Liberty Mutual Group Asset Management Inc. 310.01%0.02%0.02%Q2 2016Q3 20185
Fiera Capital Corp 320.01%0.02%0.02%Q4 2013Q1 20155
WILMINGTON TRUST CO 550.02%0.03%0.04%Q2 2013Q2 20145
Manchester Capital Management LLC 410.00%0.01%0.01%Q3 2015Q2 20215
CARY STREET PARTNERS ASSET MANAGEMENT LLC 550.40%0.48%0.64%Q4 2020Q4 20215
Clearview Wealth Advisors LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Hartford Financial Management Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
Wilmington Funds Management Corp 550.14%0.17%0.20%Q2 2013Q2 20145
Majedie Asset Management Ltd 550.62%0.87%1.22%Q4 2020Q4 20215
EQUITABLE TRUST CO 320.02%0.07%0.14%Q1 2020Q4 20215
FIRST HORIZON CORP 410.01%0.01%0.02%Q2 2013Q2 20215
BBVA USA Bancshares, Inc. 550.02%0.02%0.02%Q1 2016Q1 20175
Employees Retirement System of Texas 410.02%0.15%0.20%Q3 2017Q4 20215
Boston Partners 550.00%0.00%0.00%Q4 2020Q4 20215
Barnett & Company, Inc. 550.01%0.01%0.01%Q1 2020Q1 20215
Horizon Investments, LLC 550.03%0.10%0.20%Q3 2018Q3 20195
SPX Gestao de Recursos Ltda 320.38%1.50%2.40%Q2 2020Q3 20215
GFG Capital, LLC 550.14%0.16%0.19%Q4 2020Q4 20215
Virtu Financial LLC 410.03%0.07%0.12%Q2 2020Q4 20215
Jefferies Group LLC 310.00%0.02%0.06%Q2 2015Q1 20205
MV CAPITAL MANAGEMENT, INC. 320.00%0.00%0.00%Q4 2014Q4 20205
TRADITION ASSET MANAGEMENT LLC 550.08%0.54%0.92%Q2 2019Q2 20205
HITE Hedge Asset Management LLC 551.11%2.58%3.98%Q2 2020Q2 20215
Cribstone Capital Management, LLC 550.01%0.04%0.05%Q4 2018Q4 20195
First Trust Direct Indexing L.P. 550.18%0.24%0.36%Q4 2020Q4 20215
WOLFF WIESE MAGANA LLC 550.01%0.02%0.03%Q4 2020Q4 20215
BTC Capital Management, Inc. 310.04%0.04%0.04%Q2 2016Q2 20195
Edge Capital Group, LLC 550.56%0.68%0.83%Q4 2018Q4 20195
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.02%Q4 2013Q1 20215
STRATEGIC CAPITAL ADVISERS, INC. 551.71%2.15%2.36%Q4 2018Q4 20195
Crosspoint Capital Strategies, LLC 550.04%0.06%0.12%Q4 2013Q4 20145
Sound View Wealth Advisors Group, LLC 550.06%0.23%0.39%Q2 2019Q2 20205
Crescent Capital Consulting, LLC 550.05%0.07%0.09%Q4 2020Q4 20215
Brandywine Global Investment Management, LLC 550.20%0.39%0.46%Q1 2019Q1 20205
BENJAMIN EDWARDS INC 550.02%0.06%0.12%Q1 2019Q1 20205
Wilmington Trust, National Association 550.01%0.02%0.03%Q2 2013Q2 20145
Penobscot Investment Management Company, Inc. 550.06%0.11%0.13%Q1 2018Q1 20195
SYSTEMATIC FINANCIAL MANAGEMENT LP 550.05%0.07%0.10%Q1 2019Q1 20205
BRANDYWINE OAK PRIVATE WEALTH LLC 550.27%0.32%0.35%Q4 2018Q4 20195
MPS Loria Financial Planners, LLC 410.02%0.03%0.04%Q2 2017Q1 20215
Goodwin Investment Advisory 550.00%0.00%0.00%Q4 2020Q4 20215
GOFEN & GLOSSBERG LLC /IL/ 410.01%0.01%0.02%Q3 2013Q4 20175
GYL FINANCIAL SYNERGIES, LLC 550.09%0.13%0.17%Q4 2018Q4 20195
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q4 20215
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.02%0.02%Q2 2015Q3 20165
Wealthspire Advisors, LLC 410.00%0.02%0.03%Q4 2018Q1 20205
Lucia Wealth Services, LLC 550.01%0.06%0.12%Q1 2018Q1 20195
Welch Investments, LLC 551.97%2.10%2.21%Q4 2016Q4 20175
Gryphon Financial Partners LLC 310.02%0.04%0.05%Q4 2017Q2 20195
Madison Asset Management, LLC 550.04%0.05%0.06%Q4 2020Q4 20215
MARSHALL WACE, LLP 110.00%0.01%0.02%Q3 2015Q1 20215
Laffer Tengler Investments, Inc. 410.00%0.79%1.50%Q2 2013Q4 20145
Horan Capital Advisors, LLC. 210.01%0.03%0.04%Q3 2017Q3 20205
Legacy Wealth Asset Management, LLC 550.14%0.18%0.29%Q4 2020Q4 20215
TruWealth Advisors, LLC 550.91%1.16%1.95%Q4 2020Q4 20215
MANCHESTER FINANCIAL INC 410.00%0.02%0.02%Q2 2019Q3 20205
BAKER TILLY WEALTH MANAGEMENT, LLC 550.05%0.07%0.08%Q4 2020Q4 20215
Advisory Alpha, LLC 310.00%0.00%0.00%Q1 2019Q3 20205
SYMPHONY ASSET MANAGEMENT LLC 410.05%0.07%0.10%Q4 2013Q4 20155
Cranbrook Wealth Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
NOMURA ASSET MANAGEMENT CO LTD 550.00%0.00%0.00%Q4 2020Q4 20215
TWO SIGMA SECURITIES, LLC 210.01%0.02%0.06%Q2 2017Q2 20215
Argentus Capital Management, LLC 550.00%0.02%0.04%Q3 2015Q3 20165
WealthPLAN Partners, LLC 210.01%0.01%0.02%Q1 2015Q1 20175
CoreFirst Bank & Trust 550.01%0.01%0.01%Q4 2020Q4 20215
ARGENT TRUST Co 550.09%0.31%0.39%Q4 2014Q4 20155
Lenox Wealth Advisors, LLC 320.00%0.01%0.01%Q4 2017Q4 20215
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 410.00%0.05%0.07%Q1 2015Q2 20195
WULFF, HANSEN & CO. 410.19%0.34%0.40%Q4 2021Q3 20235
Sageworth Trust Co 410.00%0.00%0.01%Q1 2019Q4 20215
Forward Management, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Gupta Wealth Management LLC 550.00%0.01%0.01%Q1 2015Q1 20165
Acrospire Investment Management LLC 320.01%0.02%0.04%Q1 2016Q2 20175
Shelter Ins Profit Sharing 552.69%3.04%3.30%Q3 2014Q3 20155
Private Ocean, LLC 210.00%0.00%0.01%Q2 2018Q4 20215
Lebenthal Asset Management, LLC 550.47%0.64%1.23%Q1 2016Q1 20175
Clarus Wealth Advisors 550.00%0.01%0.02%Q2 2018Q2 20195
VAN ECK ASSOCIATES CORP 550.05%0.12%0.18%Q2 2019Q2 20205
SITTNER & NELSON, LLC 550.07%0.09%0.14%Q4 2020Q4 20215
McCarthy Asset Management, Inc. 550.00%0.00%0.00%Q4 2020Q4 20215
MARINO, STRAM & ASSOCIATES LLC 410.00%0.02%0.08%Q2 2018Q2 20215
EisnerAmper Wealth Management Corporate Benefits, LLC 440.44%0.58%0.69%Q4 2014Q3 20154
G&S Capital LLC 310.01%0.28%1.09%Q3 2018Q3 20194
Bay Harbor Wealth Management, LLC 220.00%0.02%0.06%Q4 2018Q1 20204
Optiver Holding B.V. 440.05%0.10%0.15%Q1 2021Q4 20214
HAMEL ASSOCIATES, INC. 310.08%0.13%0.24%Q4 2018Q4 20214
Accel Wealth Management 310.00%0.01%0.01%Q4 2020Q4 20214
LAKE STREET ADVISORS GROUP, LLC 310.02%0.03%0.04%Q4 2017Q4 20184
HARBOUR INVESTMENTS, INC. 440.01%0.01%0.01%Q1 2021Q4 20214
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 310.00%0.25%0.36%Q2 2014Q4 20194
Concert Wealth Management Inc. 310.03%0.04%0.07%Q1 2015Q3 20164
HHM Wealth Advisors, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Edgewood Management 440.00%0.00%0.00%Q4 2013Q3 20144
Signature Wealth Management Group 440.03%0.03%0.04%Q4 2017Q3 20184
GSA CAPITAL PARTNERS LLP 220.02%0.08%0.25%Q1 2017Q1 20214
1 NORTH WEALTH SERVICES LLC 220.30%0.36%0.44%Q4 2018Q4 20194
Convergence Investment Partners, LLC 310.00%0.04%0.07%Q2 2013Q1 20184
Connor, Clark & Lunn Investment Management Ltd. 210.00%0.01%0.05%Q4 2016Q4 20214
Disciplined Investments, LLC 440.00%0.01%0.02%Q4 2019Q3 20204
Buckley Wealth Management, LLC 440.27%0.39%0.53%Q4 2017Q3 20184
Trexquant Investment LP 110.04%0.07%0.12%Q4 2014Q1 20214
Blueshift Asset Management, LLC 210.08%0.29%0.68%Q2 2019Q1 20214
River Road Asset Management, LLC 440.00%0.00%0.01%Q4 2017Q3 20184
Canton Hathaway, LLC 440.01%0.01%0.01%Q3 2018Q2 20194
Haverford Financial Services, Inc. 310.08%0.14%0.28%Q1 2018Q1 20204
Migdal Insurance & Financial Holdings Ltd. 440.00%0.00%0.00%Q1 2020Q4 20204
CENTAURUS FINANCIAL, INC. 310.01%0.03%0.05%Q2 2018Q4 20204
ROWLAND CARMICHAEL ADVISORS INC /ADV 210.00%0.00%0.00%Q4 2016Q3 20184
Wagner Wealth Management, LLC 440.00%0.01%0.01%Q4 2017Q3 20184
SPOT TRADING L.L.C. 220.01%0.04%0.06%Q2 2017Q3 20174
SIGNIA CAPITAL MANAGEMENT LLC 441.52%1.67%1.96%Q4 2015Q3 20164
Marshall Wace North America L.P. 210.01%0.04%0.09%Q4 2017Q2 20194
Cypress Capital Management LLC (WY) 310.01%0.02%0.03%Q4 2014Q1 20194
IFG Advisory, LLC 440.07%0.08%0.08%Q3 2018Q2 20194
Ameritas Investment Company, LLC 310.00%0.00%0.01%Q3 2019Q1 20214
Bayesian Capital Management, LP 210.04%0.13%0.23%Q4 2016Q1 20204
HOHIMER WEALTH MANAGEMENT, LLC 310.46%1.24%1.60%Q4 2019Q4 20214
Wealth Quarterback LLC 220.02%0.04%0.05%Q4 2019Q3 20214
Asset Advisors Investment Management, LLC 440.00%0.50%0.82%Q3 2019Q2 20204
Mariner Wealth Advisors-Cincinnati, LLC 440.02%0.02%0.03%Q4 2017Q3 20184
Texan Capital Management 440.09%0.10%0.10%Q4 2013Q3 20144
TCI Wealth Advisors, Inc. 310.01%0.07%0.09%Q3 2016Q3 20194
Sculati Wealth Management, LLC 310.16%0.28%0.46%Q4 2019Q4 20204
Crystal Rock Capital Management 440.80%0.86%0.92%Q2 2018Q1 20194
NBT BANK N A /NY 440.03%0.03%0.03%Q1 2021Q4 20214
RELIANCE TRUST CO 440.14%0.21%0.25%Q2 2013Q1 20144
Spire Wealth Management 440.01%0.01%0.01%Q1 2021Q4 20214
SENTINEL TRUST CO LBA 440.18%0.23%0.26%Q1 2021Q4 20214
KINGS POINT CAPITAL MANAGEMENT 210.00%0.00%0.00%Q2 2014Q3 20194
BHF Kleinwort Benson Group S.A. 440.00%0.00%0.00%Q1 2014Q4 20144
Lebenthal Holdings,LLC 220.05%0.18%0.46%Q4 2014Q2 20164
VICTORY CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q4 2014Q3 20154
Sather Financial Group Inc 440.22%0.22%0.24%Q2 2013Q1 20144
Qube Research & Technologies Ltd 210.01%0.05%0.13%Q2 2020Q4 20214
Freedom Investment Management, Inc. 440.04%0.05%0.05%Q1 2018Q4 20184
Perkins Coie Trust Co 440.00%0.00%0.00%Q2 2019Q1 20204
Salomon & Ludwin, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Cairn Investment Group, Inc. 440.28%0.57%0.92%Q4 2019Q3 20204
Realta Investment Advisors 440.01%0.01%0.01%Q1 2019Q4 20194
Concord Wealth Partners 310.00%0.00%0.01%Q4 2020Q4 20214
MBA Advisors LLC 440.13%0.19%0.27%Q1 2021Q4 20214
NVWM, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Shulman DeMeo Asset Management LLC 440.08%0.09%0.10%Q1 2019Q4 20194
MCDONALD PARTNERS LLC 440.09%0.13%0.21%Q4 2020Q3 20214
STOCK YARDS BANK & TRUST CO 310.02%0.03%0.05%Q4 2014Q4 20194
WEST BANCORPORATION INC 440.09%0.14%0.20%Q4 2019Q3 20204
Golden State Wealth Management, LLC 310.01%0.01%0.02%Q1 2019Q1 20204
Perennial Advisors, LLC 310.00%0.00%0.01%Q2 2017Q4 20184
PARSONS CAPITAL MANAGEMENT INC/RI 440.02%0.04%0.06%Q4 2019Q3 20204
CWA Asset Management Group, LLC 310.02%0.06%0.14%Q3 2017Q4 20214
BANCED CORP 440.21%0.26%0.28%Q1 2014Q4 20144
THOMPSON DAVIS & CO., INC. 440.01%0.01%0.02%Q4 2013Q3 20144
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 440.00%1.99%2.84%Q2 2013Q1 20144
Axiom Investment Management LLC 440.04%0.05%0.05%Q4 2018Q3 20194
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.00%Q3 2017Q2 20184
BRANDES INVESTMENT PARTNERS, LP 440.36%0.47%0.57%Q1 2021Q4 20214
Aspire Private Capital, LLC 220.00%0.06%0.08%Q4 2018Q4 20194
Boston Common Asset Management, LLC 220.00%0.00%0.00%Q2 2013Q2 20144
Peak Asset Management, LLC 440.12%0.16%0.18%Q4 2014Q3 20154
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.07%0.17%Q3 2017Q4 20214
RAY GERALD L & ASSOCIATES LTD 440.03%0.04%0.05%Q4 2016Q3 20174
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 440.04%0.05%0.05%Q1 2021Q4 20214
Euclid Advisors LLC 440.02%0.03%0.03%Q1 2014Q4 20144
Antonetti Capital Management LLC 210.01%0.02%0.03%Q2 2010Q4 20214
Stillwater Capital Advisors, LLC 440.07%0.11%0.15%Q3 2019Q2 20204
Keudell/Morrison Wealth Management 440.29%0.34%0.41%Q1 2019Q4 20194
CRAWFORD INVESTMENT COUNSEL INC 440.00%0.00%0.00%Q4 2020Q3 20214
Dakota Wealth Management 440.05%0.12%0.18%Q2 2018Q1 20194
COERENTE CAPITAL MANAGEMENT 440.45%0.58%0.66%Q1 2021Q4 20214
COMERICA SECURITIES,INC. 440.10%0.10%0.11%Q1 2019Q4 20194
WP Advisors, LLC 210.09%0.09%0.10%Q2 2018Q1 20193
Amundi 330.05%0.06%0.07%Q2 2021Q4 20213
Farmers & Merchants Trust Co of Chambersburg PA 330.02%0.02%0.02%Q2 2021Q4 20213
Avantax Planning Partners, Inc. 110.01%0.01%0.02%Q3 2017Q3 20183
Harfst & Associates, Inc. 210.53%0.55%0.58%Q3 2015Q2 20163
ADVENT CAPITAL MANAGEMENT /DE/ 330.00%0.04%0.07%Q1 2015Q3 20153
Ceredex Value Advisors LLC 330.01%0.42%0.90%Q1 2018Q3 20183
CPWM, LLC 330.08%0.08%0.08%Q1 2014Q3 20143
GUARDIAN CAPITAL LP 330.13%0.14%0.15%Q2 2021Q4 20213
CYNOSURE ADVISORS, LLC 330.15%0.17%0.19%Q4 2017Q2 20183
Israel Discount Bank of New York 330.03%0.04%0.04%Q3 2018Q1 20193
Aevitas Wealth Management, Inc. 330.02%0.02%0.02%Q3 2018Q1 20193
Cumberland Partners Ltd 330.05%0.13%0.18%Q2 2018Q4 20183
ARTHUR M. COHEN & ASSOCIATES, LLC 210.04%0.07%0.11%Q2 2017Q1 20183
ELEMENT POINTE ADVISORS, LLC 330.17%0.20%0.25%Q4 2018Q2 20193
ORBIS HOLDINGS LTD 330.12%0.15%0.18%Q2 2015Q4 20153
Procyon Advisors, LLC 330.02%0.05%0.08%Q4 2019Q2 20203
Paloma Partners Management Co 110.00%0.01%0.01%Q1 2016Q4 20203
Lenox Wealth Management, Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
MYCIO WEALTH PARTNERS, LLC 210.00%0.00%0.01%Q3 2016Q3 20193
Mount Yale Investment Advisors, LLC 330.01%0.02%0.03%Q1 2018Q3 20183
SEAVIEW INVESTMENT MANAGERS LLC 332.34%2.63%2.98%Q1 2021Q3 20213
Kohlberg Kravis Roberts & Co. L.P. 330.03%0.03%0.05%Q4 2015Q2 20163
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.06%0.08%0.10%Q4 2017Q3 20183
Heritage Wealth Advisors 210.00%0.01%0.01%Q3 2018Q1 20203
First National Bank of South Miami 330.00%0.01%0.01%Q4 2019Q2 20203
Hoese & Co LLP 330.01%0.01%0.01%Q2 2021Q4 20213
Asio Capital, LLC 110.01%0.63%1.01%Q4 2019Q1 20213
COWEN INC. 210.12%0.78%1.16%Q3 2015Q4 20183
HighTower Trust Company, N.A. 330.07%0.07%0.08%Q2 2021Q4 20213
Stelac Advisory Services LLC 330.04%0.04%0.06%Q4 2017Q2 20183
InTrack Investment Management Inc 330.32%0.37%0.42%Q2 2021Q4 20213
Engineers Gate Manager LP 210.01%0.02%0.03%Q4 2019Q4 20213
MENORA MIVTACHIM HOLDINGS LTD. 331.03%1.28%1.54%Q4 2017Q2 20183
Marquette Asset Management, LLC 210.00%0.02%0.04%Q1 2019Q1 20213
D. SCOTT NEAL, INC. 330.00%0.00%0.00%Q1 2016Q3 20163
Krilogy Financial LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Premia Global Advisors, LLC 210.07%0.08%0.08%Q4 2017Q1 20193
OTA Financial Group L.P. 210.58%1.12%1.74%Q2 2019Q2 20203
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 330.09%0.15%0.26%Q2 2019Q4 20193
BANK OF NOVA SCOTIA 330.00%0.00%0.00%Q1 2018Q3 20183
FIRST NATIONAL BANK SIOUX FALLS 330.01%0.01%0.01%Q4 2014Q2 20153
Jaffetilchin Investment Partners, LLC 210.05%0.06%0.08%Q1 2018Q2 20193
Family Management Corp 330.00%0.00%0.00%Q2 2019Q4 20193
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
CoreCommodity Management, LLC 330.23%0.24%0.24%Q1 2016Q3 20163
HC FINANCIAL ADVISORS INC 330.01%0.01%0.01%Q1 2020Q3 20203
Jackson Hole Capital Partners, LLC 330.09%0.10%0.11%Q2 2019Q4 20193
Y-Intercept (Hong Kong) Ltd 210.09%0.28%0.62%Q4 2020Q3 20213
Winthrop Partners - WNY, LLC 330.02%0.02%0.02%Q1 2018Q3 20183
CAPITAL ONE FINANCIAL CORP 330.04%0.07%0.12%Q1 2020Q3 20203
Lee Financial Co 210.00%0.00%0.01%Q1 2018Q4 20213
Covenant Partners, LLC 330.46%0.47%0.49%Q1 2019Q3 20193
PAYDEN & RYGEL 330.59%0.70%0.87%Q4 2014Q2 20153
BB&T INVESTMENT SERVICES, INC. 210.00%0.00%0.01%Q1 2017Q4 20173
Financial Advantage, Inc. 330.00%0.00%0.00%Q2 2013Q4 20133
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
PALLADIEM, LLC 330.04%0.04%0.05%Q4 2014Q2 20153
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.00%0.91%2.72%Q4 2019Q2 20203
Waverton Investment Management Ltd 330.02%0.02%0.02%Q2 2021Q4 20213
Vigilant Capital Management, LLC 210.00%0.00%0.00%Q2 2018Q1 20213
Banco Santander, S.A. 330.01%0.03%0.04%Q2 2021Q4 20213
Engrave Wealth Partners LLC 330.01%0.01%0.02%Q4 2019Q2 20203
PANAGORA ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2020Q3 20203
Central Square Management LLC 330.57%1.37%2.06%Q2 2013Q4 20133
First Allied Asset Management, Inc. 330.04%0.04%0.04%Q2 2014Q4 20143
Essex Savings Bank 330.03%0.04%0.04%Q4 2018Q2 20193
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 330.63%0.69%0.78%Q2 2021Q4 20213
Susquehanna International Securities, Ltd. 333.70%13.36%23.27%Q2 2020Q4 20203
Orion Portfolio Solutions, LLC 330.00%0.01%0.01%Q4 2019Q2 20203
STERLING INVESTMENT MANAGEMENT, LLC 330.97%1.14%1.44%Q3 2015Q1 20163
Verdence Capital Advisors LLC 210.06%0.08%0.10%Q1 2019Q1 20203
Corsicana & Co. 330.00%0.00%0.00%Q2 2021Q4 20213
Financial Gravity Companies, Inc. 210.00%0.00%0.01%Q4 2017Q4 20183
Founders Financial Alliance, LLC 210.00%0.00%0.00%Q3 2020Q4 20213
GAMCO INVESTORS, INC. ET AL 210.00%0.01%0.01%Q4 2019Q4 20213
del Rey Global Investors, LLC 331.85%2.92%4.64%Q2 2013Q4 20133
Sunnymeath Asset Management, Inc. 210.09%0.52%1.34%Q4 2015Q4 20163
VSR Financial Services, Inc. 330.07%0.08%0.10%Q4 2015Q2 20163
Westhampton Capital, LLC 330.29%0.30%0.33%Q2 2019Q4 20193
IPG Investment Advisors LLC 330.09%0.10%0.10%Q4 2018Q2 20193
ZEKE CAPITAL ADVISORS, LLC 210.02%0.02%0.03%Q3 2018Q4 20193
Ionic Capital Management LLC 210.01%0.02%0.05%Q4 2014Q3 20193
Future Financial Wealth Managment LLC 330.13%0.18%0.21%Q2 2021Q4 20213
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 330.02%0.03%0.03%Q2 2013Q4 20133
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Mascoma Wealth Management LLC 210.00%0.00%0.00%Q1 2021Q4 20213
Johnson Financial Group, LLC 210.18%0.19%0.19%Q4 2016Q4 20173
Sanibel Captiva Investment Advisers, Inc. 330.32%0.51%0.76%Q2 2013Q4 20133
Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q3 20202
Appaloosa LP 220.14%0.15%0.16%Q1 2021Q2 20212
Emerald Acquisition Ltd. 220.02%0.04%0.05%Q2 2016Q3 20162
STANSBERRY ASSET MANAGEMENT, LLC 220.13%0.13%0.14%Q3 2021Q4 20212
Fruth Investment Management 220.06%0.06%0.07%Q3 2021Q4 20212
Blue Chip Partners, LLC 220.02%0.03%0.03%Q3 2021Q4 20212
Smith Group Asset Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
JUMP TRADING, LLC 110.01%0.12%0.24%Q2 2019Q2 20202
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
BELLEVUE ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
HWG Holdings LP 220.00%0.00%0.00%Q4 2018Q1 20192
Stanley-Laman Group, Ltd. 110.17%0.17%0.18%Q1 2015Q3 20152
ING GROEP NV 220.05%0.07%0.09%Q2 2013Q3 20132
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.11%0.12%0.12%Q2 2020Q3 20202
Colonial Trust Advisors 220.05%0.05%0.06%Q3 2017Q4 20172
Spectrum Financial Alliance Ltd LLC 220.01%0.01%0.01%Q3 2018Q4 20182
CQS (US), LLC 110.14%0.30%0.46%Q1 2021Q4 20212
TCG Advisors, LP 220.00%0.01%0.02%Q1 2019Q2 20192
Oxbow Advisors, LLC 220.11%0.13%0.14%Q2 2015Q3 20152
AMBS INVESTMENT COUNSEL LLC 222.12%2.20%2.27%Q2 2013Q3 20132
Prime Capital Investment Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
KAYNE ANDERSON CAPITAL ADVISORS LP 220.14%0.14%0.15%Q3 2017Q4 20172
StellarOne CORP 220.01%0.01%0.01%Q2 2013Q3 20132
Hiddenite Capital Partners LP 111.80%9.82%17.83%Q4 2021Q4 20212
Blueprint Investment Partners LLC 220.02%0.04%0.05%Q3 2021Q4 20212
U.S. Capital Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2021Q4 20212
Community Bank, N.A. 110.00%0.00%0.00%Q4 2015Q1 20192
Standard Family Office LLC 220.01%0.01%0.01%Q4 2020Q1 20212
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q3 20182
MILES CAPITAL, INC. 220.11%0.13%0.14%Q1 2018Q2 20182
MANGROVE PARTNERS IM, LLC 220.83%0.93%1.02%Q1 2021Q2 20212
Doyle Wealth Management 110.03%0.03%0.03%Q4 2018Q2 20192
Concorde Asset Management, LLC 220.41%1.05%1.68%Q3 2016Q4 20162
Private Wealth Partners, LLC 110.61%0.73%0.85%Q1 2017Q4 20172
Dynamic Advisor Solutions LLC 220.07%0.07%0.07%Q1 2018Q2 20182
RPG Investment Advisory, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
VERUS CAPITAL PARTNERS, LLC 220.05%0.05%0.05%Q4 2019Q1 20202
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
Nicholas Investment Partners, LP 220.26%0.35%0.45%Q4 2020Q1 20212
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2014Q2 20142
CYPRESS FUNDS LLC 223.46%3.82%4.18%Q4 2016Q1 20172
Arbor Wealth Management, LLC 220.23%0.24%0.25%Q4 2015Q1 20162
Bridgecreek Investment Management, LLC 220.03%0.03%0.03%Q2 2013Q3 20132
Jane Street Holding, LLC 220.17%0.28%0.38%Q3 2013Q4 20132
Regal Wealth Group, Inc. 220.01%0.01%0.01%Q2 2016Q3 20162
Qtron Investments LLC 220.05%0.08%0.10%Q3 2021Q4 20212
Robertson Stephens Wealth Management, LLC 110.11%0.11%0.12%Q3 2019Q1 20202
Bath Savings Trust Co 220.07%0.08%0.09%Q3 2014Q4 20142
WASHINGTON TRUST Co 220.00%0.00%0.00%Q1 2020Q2 20202
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Baldwin Investment Management, LLC 110.07%0.07%0.08%Q4 2019Q2 20202
CFM WEALTH PARTNERS LLC 220.05%0.05%0.06%Q1 2020Q2 20202
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Sharkey, Howes & Javer 220.02%0.02%0.02%Q1 2015Q2 20152
WHITENER CAPITAL MANAGEMENT, INC. 110.01%0.01%0.02%Q4 2017Q3 20192
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q3 2014Q4 20142
Dorsey & Whitney Trust CO LLC 220.02%0.02%0.02%Q3 2021Q4 20212
J.Safra Asset Management Corp 220.04%0.04%0.04%Q2 2016Q3 20162
Oxinas Partners Wealth Management LLC 220.12%0.13%0.13%Q3 2021Q4 20212
SHEETS SMITH WEALTH MANAGEMENT 220.05%0.05%0.06%Q3 2019Q4 20192
CAMBIAR INVESTORS LLC 220.12%0.60%1.09%Q1 2013Q2 20132
US FINANCIAL ADVISORS, LLC 220.00%0.01%0.01%Q4 2015Q1 20162
Trilogy Capital Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
SAROFIM FAYEZ 110.01%0.01%0.01%Q4 2012Q3 20132
Hollow Brook Wealth Management LLC 220.80%0.94%1.07%Q3 2019Q4 20192
Blue Barn Wealth, LLC 220.17%0.20%0.22%Q3 2021Q4 20212
Intercontinental Wealth Advisors, LLC 220.08%0.09%0.10%Q2 2021Q3 20212
Connectus Wealth, LLC 220.02%0.02%0.03%Q4 2021Q1 20222
Bramshill Investments, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
BERKLEY W R CORP 220.08%0.08%0.08%Q1 2020Q2 20202
GQG Partners LLC 220.36%0.56%0.76%Q4 2016Q1 20172
Ipswich Investment Management Co., Inc. 110.02%0.02%0.02%Q1 2016Q4 20182
Palouse Capital Management, Inc. 220.59%0.64%0.68%Q3 2013Q4 20132
STANCORP INVESTMENT ADVISERS INC 220.37%0.53%0.69%Q4 2014Q1 20152
RPg Family Wealth Advisory, LLC 110.01%0.04%0.06%Q2 2016Q4 20162
R&F Capital Advisors LP 220.12%0.14%0.16%Q4 2016Q1 20172
CEDAR HILL ASSOCIATES, LLC 220.06%0.07%0.08%Q1 2018Q2 20182
CARLSON CAPITAL L P 220.08%0.22%0.35%Q1 2021Q2 20212
Airain ltd 110.02%0.03%0.05%Q4 2015Q1 20172
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.03%0.05%0.07%Q2 2021Q3 20212
FIRST FINANCIAL CORP /IN/ 220.02%0.02%0.02%Q3 2019Q4 20192
HIGHFIELDS CAPITAL MANAGEMENT LP 220.09%0.22%0.34%Q1 2016Q2 20162
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.04%Q2 2013Q3 20132
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2018Q3 20182
Argent Trust Co 220.04%0.04%0.04%Q3 2019Q4 20192
Marks Group Wealth Management, Inc 220.03%0.03%0.04%Q3 2021Q4 20212
Filbrandt Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Planned Solutions, Inc. 220.05%0.05%0.05%Q3 2020Q4 20202
CenterStar Fund, LLC 110.00%0.00%0.01%Q4 2016Q4 20162
CGN Advisors LLC 220.08%0.08%0.08%Q1 2021Q2 20212
NORTHERN TRUST CO OF CONNECTICUT 220.00%0.00%0.00%Q2 2013Q3 20132
Gruss & Co., LLC 222.81%3.76%4.72%Q2 2014Q3 20142
LBA Wealth Management, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
Herold Advisors, Inc. 220.25%0.27%0.28%Q3 2021Q4 20212
Caption Management, LLC 220.14%0.20%0.26%Q1 2020Q2 20202
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q4 20212
Hammer Asset Management, LLC 222.61%2.72%2.84%Q2 2018Q3 20182
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
ADAMS DIVERSIFIED EQUITY FUND, INC. 220.19%0.19%0.19%Q1 2019Q2 20192
CULLINAN ASSOCIATES INC 220.02%0.02%0.02%Q2 2018Q3 20182
AMUNDI ASSET MANAGEMENT US, INC. 220.03%0.05%0.06%Q4 2020Q1 20212
Phoenix Holdings Ltd. 220.02%0.02%0.02%Q3 2019Q4 20192
Alpine Global Management, LLC 110.01%0.13%0.24%Q2 2015Q3 20162
Whitnell & Co. 220.00%0.00%0.01%Q1 2014Q2 20142
Tillar-Wenstrup Advisors, LLC 221.00%1.03%1.05%Q3 2019Q4 20192
TIEDEMANN ADVISORS, LLC 220.04%0.06%0.08%Q4 2018Q1 20192
PENSECO FINANCIAL SERVICES CORP 220.02%0.02%0.02%Q2 2013Q3 20132
ELCO Management Co., LLC 220.17%0.17%0.18%Q3 2019Q4 20192
Ford Financial Group, LLC 110.00%0.01%0.01%Q2 2021Q4 20212
Trust Asset Management LLC 110.97%1.40%1.82%Q1 2014Q1 20152
NewEdge Wealth, LLC 220.01%0.02%0.02%Q3 2021Q4 20212
CANADA PENSION PLAN INVESTMENT BOARD 220.02%0.02%0.02%Q2 2013Q3 20132
Cornerstone Wealth Management, LLC 220.02%0.02%0.02%Q2 2018Q3 20182
TUCKER ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2020Q2 20212
Private Advisory Group LLC 220.11%0.14%0.16%Q1 2020Q2 20202
Castleview Partners, LLC 110.02%0.02%0.03%Q2 2021Q4 20212
AXA S.A. 220.00%0.00%0.00%Q3 2020Q4 20202
Aveo Capital Partners, LLC 110.03%0.66%1.30%Q2 2020Q2 20202
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q3 2018Q4 20182
MACKENZIE FINANCIAL CORP 110.00%0.01%0.02%Q4 2019Q1 20212
Roberts Wealth Advisors, LLC 220.41%0.42%0.44%Q3 2021Q4 20212
FIRST NEW YORK SECURITIES LLC /NY 220.03%0.08%0.13%Q4 2014Q1 20152
PHILADELPHIA INTERNATIONAL ADVISORS LP 221.78%1.85%1.92%Q2 2013Q3 20132
ZWJ INVESTMENT COUNSEL INC 220.02%0.03%0.04%Q4 2019Q1 20202
Assenagon Asset Management S.A. 220.00%0.01%0.02%Q2 2021Q3 20212
PDT Partners, LLC 220.03%0.16%0.30%Q2 2013Q3 20132
FCG ADVISORS, LLC 220.15%0.15%0.16%Q4 2013Q1 20142
Intrua Financial, LLC 220.14%0.16%0.18%Q3 2021Q4 20212
ENTERPRISE FINANCIAL SERVICES CORP 110.00%0.01%0.01%Q3 2016Q2 20202
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
HBK INVESTMENTS L P 220.00%0.00%0.00%Q4 2018Q1 20192
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q1 2016Q3 20162
Pinnacle Advisory Group, Inc. 220.02%0.02%0.02%Q3 2016Q4 20162
Pendal Group Ltd 220.01%0.01%0.01%Q3 2021Q4 20212
Financial Sense Advisors, Inc. 220.33%0.36%0.39%Q3 2021Q4 20212
Evolution Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
BALDWIN BROTHERS LLC/MA 110.00%0.00%0.00%Q3 2018Q2 20212
SWS Partners 220.03%0.03%0.03%Q4 2017Q1 20182
Successful Portfolios LLC 220.14%0.15%0.16%Q2 2021Q3 20212
Sound View Wealth Advisors, LLC 220.45%0.49%0.54%Q4 2018Q1 20192
JAMES INVESTMENT RESEARCH INC 220.00%0.00%0.00%Q3 2016Q4 20162
BLUEFIN CAPITAL MANAGEMENT, LLC 220.05%0.07%0.08%Q3 2021Q4 20212
Lehman & Derafelo Financial Resources LLC 110.06%0.07%0.08%Q4 2018Q4 20192
Candriam S.C.A. 220.00%0.00%0.00%Q4 2020Q1 20212
Ironsides Partners LLC 1113.41%13.41%13.41%Q2 2018Q2 20181
NWK Group, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LMCG INVESTMENTS, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Altus Wealth Group LLC 110.06%0.06%0.06%Q4 2020Q4 20201
THOROUGHBRED FINANCIAL SERVICES, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
GLOBEFLEX CAPITAL L P 110.05%0.05%0.05%Q1 2017Q1 20171
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
XTX Topco Ltd 110.19%0.19%0.19%Q4 2021Q4 20211
Schubert & Co 110.06%0.06%0.06%Q4 2021Q4 20211
Elgethun Capital Management 110.01%0.01%0.01%Q4 2016Q4 20161
Yellowstone Partners, LLC 110.23%0.23%0.23%Q4 2013Q4 20131
Douglas C. Lane & Associates, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Ziegler Capital Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Weatherstone Capital Management 110.06%0.06%0.06%Q4 2018Q4 20181
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
ForthRight Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
BRASADA CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q3 2018Q3 20181
Baron Financial Group, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Intelligent Financial Strategies 110.00%0.00%0.00%Q4 2021Q4 20211
Capital Square, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
DRW Securities, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
RIVERHEAD CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q2 2013Q2 20131
CORRADO ADVISORS, LLC 112.52%2.52%2.52%Q4 2019Q4 20191
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
Infini Capital Management Ltd 1116.34%16.34%16.34%Q4 2020Q4 20201
UMB Bank, n.a. 110.01%0.01%0.01%Q4 2021Q4 20211
BAILARD, INC. 110.02%0.02%0.02%Q2 2019Q2 20191
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
BNC WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
Zweig-DiMenna Associates LLC 110.01%0.01%0.01%Q1 2015Q1 20151
SEGALL BRYANT & HAMILL, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Hayden Royal, LLC 110.17%0.17%0.17%Q2 2020Q2 20201
Tyler-Stone Wealth Management 110.00%0.00%0.00%Q4 2021Q4 20211
AT Bancorp 110.05%0.05%0.05%Q4 2018Q4 20181
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GUARDIAN CAPITAL ADVISORS LP 110.04%0.04%0.04%Q1 2015Q1 20151
Cedar Brook Financial Partners, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
Capital Investment Advisors, LLC 110.14%0.14%0.14%Q3 2014Q3 20141
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
Donoghue Forlines LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Triangle Securities Wealth Management 110.04%0.04%0.04%Q2 2013Q2 20131
WealthShield Partners, LLC 110.60%0.60%0.60%Q1 2021Q1 20211
SII INVESTMENTS INC/WI 110.02%0.02%0.02%Q4 2016Q4 20161
EverSource Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Regent Peak Wealth Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Human Investing LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Frontier Wealth Management LLC 110.10%0.10%0.10%Q2 2015Q2 20151
MATRIX PRIVATE CAPITAL GROUP LLC 110.11%0.11%0.11%Q4 2019Q4 20191
TOTAL INVESTMENT MANAGEMENT INC 110.11%0.11%0.11%Q4 2021Q4 20211
SAGE RHINO CAPITAL LLC 110.07%0.07%0.07%Q4 2021Q4 20211
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
KING INVESTMENT ADVISORS INC/TX 110.49%0.49%0.49%Q2 2015Q2 20151
Glovista Investments LLC 110.28%0.28%0.28%Q1 2020Q1 20201
Versant Capital Management, Inc 110.01%0.01%0.01%Q4 2017Q4 20171
Advisors Preferred, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Verde Servicos Internacionais S.A. 110.80%0.80%0.80%Q4 2017Q4 20171
LAKE STREET PRIVATE WEALTH, LLC 110.70%0.70%0.70%Q4 2019Q4 20191
Laurion Capital Management LP 110.03%0.03%0.03%Q1 2020Q1 20201
Laurel Grove Capital, LLC 110.23%0.23%0.23%Q2 2013Q2 20131
Daiwa Securities Group Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
FirstPurpose Wealth LLC 110.14%0.14%0.14%Q4 2021Q4 20211
TradeLink Capital LLC 110.11%0.11%0.11%Q1 2016Q1 20161
Clean Yield Group 110.00%0.00%0.00%Q4 2018Q4 20181
PATTON ALBERTSON MILLER GROUP, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
FIRST NIAGARA BANK 110.06%0.06%0.06%Q2 2016Q2 20161
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
TITLEIST CAPITAL, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Citizens Business Bank 110.13%0.13%0.13%Q3 2014Q3 20141
Integrated Investment Consultants, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
NATIONAL BANK OF CANADA /FI/ 110.01%0.01%0.01%Q4 2021Q4 20211
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Horizon Kinetics 110.00%0.00%0.00%Q1 2018Q1 20181
Privium Fund Management (UK) Ltd 110.58%0.58%0.58%Q4 2020Q4 20201
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
Cypress Point Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
MONETARY MANAGEMENT GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
NINE MASTS CAPITAL Ltd 110.58%0.58%0.58%Q4 2021Q4 20211
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
AIGEN INVESTMENT MANAGEMENT, LP 110.04%0.04%0.04%Q4 2021Q4 20211
Polaris Wealth Advisory Group, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Outlook Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2018Q4 20181
S.A. Mason LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Western Asset Management Company, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Oder Investment Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
NEXT Financial Holdings 110.07%0.07%0.07%Q1 2019Q1 20191
Leelyn Smith, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DMC Group, LLC 110.28%0.28%0.28%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Calamos Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Forum Financial Management, LP 110.06%0.06%0.06%Q4 2021Q4 20211
Aptus Capital Advisors, LLC 110.03%0.03%0.03%Q2 2019Q2 20191
TD Capital Management LLC 110.00%0.00%0.00%Q3 2016Q3 20161
WATER ISLAND CAPITAL LLC 110.20%0.20%0.20%Q2 2015Q2 20151
NICOLA WEALTH MANAGEMENT LTD. 111.35%1.35%1.35%Q4 2021Q4 20211
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
KENFARB & CO. 110.19%0.19%0.19%Q4 2021Q4 20211
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Brookstone Capital Management 110.00%0.00%0.00%Q3 2015Q3 20151
NEW YORK STATE COMMON RETIREMENT FUND 110.00%0.00%0.00%Q3 2015Q3 20151
Omnia Family Wealth, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Integrated Advisors Network LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Day & Ennis, LLC 110.04%0.04%0.04%Q2 2016Q2 20161
JACKSON SQUARE CAPITAL, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
KDI CAPITAL PARTNERS LLC 111.93%1.93%1.93%Q1 2017Q1 20171
Ballentine Partners, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Aris Wealth Services, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Nalls Sherbakoff Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Total Clarity Wealth Management, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
OLD MISSION CAPITAL, LLC 110.50%0.50%0.50%Q4 2020Q4 20201
Allred Capital Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
MAGNOLIA CAPITAL MANAGEMENT LTD 110.40%0.40%0.40%Q4 2019Q4 20191
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
STONNINGTON GROUP, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
Coulter & Justus Financial Services, LLC 112.72%2.72%2.72%Q4 2021Q4 20211
Gladstone Institutional Advisory LLC 110.05%0.05%0.05%Q3 2019Q3 20191
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
ICW Investment Advisors LLC 110.20%0.20%0.20%Q4 2019Q4 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Texas Yale Capital Corp. 110.03%0.03%0.03%Q3 2014Q3 20141
Teamwork Financial Advisors, LLC 110.30%0.30%0.30%Q4 2019Q4 20191
CAZENOVE CAPITAL MANAGEMENT LTD 110.02%0.02%0.02%Q2 2013Q2 20131
John W. Brooker & Co., CPAs 110.00%0.00%0.00%Q4 2021Q4 20211
Jackson Wealth Management, LLC 110.53%0.53%0.53%Q4 2014Q4 20141
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Glenview Trust Co 110.03%0.03%0.03%Q4 2013Q4 20131
Sageworth Trust Co of South Dakota 110.05%0.05%0.05%Q4 2021Q4 20211
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
GAGNON SECURITIES LLC 110.05%0.05%0.05%Q1 2020Q1 20201
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Yarbrough Capital, LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Williams Jones Wealth Management, LLC. 110.01%0.01%0.01%Q2 2020Q2 20201
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
SAC Capital Advisors LP 110.00%0.00%0.00%Q4 2013Q4 20131
TimeScale Financial, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Jump Trading, LLC 110.16%0.16%0.16%Q1 2019Q1 20191
Meristem Family Wealth, LLC 110.11%0.11%0.11%Q2 2019Q2 20191
PVG ASSET MANAGEMENT CORP 112.42%2.42%2.42%Q4 2019Q4 20191
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q3 2020Q3 20201
Abundance Wealth Counselors 110.00%0.00%0.00%Q1 2021Q1 20211
Aviance Capital Partners, LLC 110.33%0.33%0.33%Q3 2014Q3 20141
Coppell Advisory Solutions LLC 110.30%0.30%0.30%Q4 2020Q4 20201
Cowen Prime Services LLC 110.01%0.01%0.01%Q3 2015Q3 20151
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Tredje AP-fonden 110.01%0.01%0.01%Q4 2021Q4 20211
Arlington Partners LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WESTPAC BANKING CORP 110.01%0.01%0.01%Q2 2016Q2 20161
Hedges Asset Management LLC 111.20%1.20%1.20%Q4 2021Q4 20211
Arlington Capital Management, Inc. 110.40%0.40%0.40%Q4 2021Q4 20211
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CIBC WORLD MARKETS CORP 110.11%0.11%0.11%Q4 2021Q4 20211
Certified Advisory Corp 110.00%0.00%0.00%Q1 2019Q1 20191
PRING TURNER CAPITAL GROUP INC 110.40%0.40%0.40%Q4 2013Q4 20131
Argent Advisors, Inc. 110.14%0.14%0.14%Q4 2019Q4 20191
JBF Capital, Inc. 112.25%2.25%2.25%Q4 2021Q4 20211
SIGMA INVESTMENT COUNSELORS INC 110.07%0.07%0.07%Q4 2013Q4 20131
Schechter Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Quantitative Systematic Strategies LLC 110.08%0.08%0.08%Q1 2018Q1 20181
Next Level Private LLC 110.51%0.51%0.51%Q4 2021Q4 20211
Winch Advisory Services, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Citizens National Bank Trust Department 110.02%0.02%0.02%Q4 2021Q4 20211
Visium Asset Management, LP 110.03%0.03%0.03%Q3 2015Q3 20151
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Piscataqua Savings Bank 110.00%0.00%0.00%Q4 2021Q4 20211
Inscription Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Merrion Investment Management Co, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
FARR MILLER & WASHINGTON LLC/DC 110.10%0.10%0.10%Q2 2014Q2 20141
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.05%0.05%0.05%Q2 2018Q2 20181
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2013Q2 20131
Parisi Gray Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Redwood Investment Management, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Banyan Partners, LLC 110.09%0.09%0.09%Q4 2013Q4 20131
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Atlantic Union Bankshares Corp 110.01%0.01%0.01%Q1 2014Q1 20141
Enlightenment Research, LLC 110.34%0.34%0.34%Q4 2018Q4 20181
Weil Company, Inc. 110.02%0.02%0.02%Q3 2019Q3 20191
Karp Capital Management Corp 110.02%0.02%0.02%Q1 2017Q1 20171
Weaver C. Barksdale & Associates, Inc. 110.27%0.27%0.27%Q3 2013Q3 20131
LOEB PARTNERS CORP 110.06%0.06%0.06%Q4 2018Q4 20181
TOTH FINANCIAL ADVISORY CORP 110.00%0.00%0.00%Q1 2021Q1 20211
TRANSCEND CAPITAL ADVISORS, LLC 110.98%0.98%0.98%Q4 2019Q4 20191
HOLLENCREST CAPITAL MANAGEMENT 110.04%0.04%0.04%Q2 2018Q2 20181
SHUFRO ROSE & CO LLC 110.01%0.01%0.01%Q3 2019Q3 20191
HYA Advisors, Inc 110.33%0.33%0.33%Q4 2019Q4 20191
ADAMS NATURAL RESOURCES FUND, INC. 110.77%0.77%0.77%Q2 2019Q2 20191
Next Capital Management LLC 110.19%0.19%0.19%Q1 2021Q1 20211
ASSET ADVISORS CORP 110.02%0.02%0.02%Q1 2018Q1 20181
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Princeton Global Asset Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
STRS OHIO 110.02%0.02%0.02%Q2 2013Q2 20131
Trust Investment Advisors 110.27%0.27%0.27%Q4 2013Q4 20131
EMERSON INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Inlet Private Wealth, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
AHL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 110.11%0.11%0.11%Q4 2017Q4 20171
Ellevest, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MAPLE SECURITIES USA INC 110.02%0.02%0.02%Q1 2015Q1 20151
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q2 2013Q2 20131
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q4 2021Q4 20211
City State Bank 110.01%0.01%0.01%Q4 2021Q4 20211
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
FIDUCIARY TRUST CO 110.01%0.01%0.01%Q4 2019Q4 20191
Drexel Morgan & Co. 110.23%0.23%0.23%Q3 2016Q3 20161
BOOTHBAY FUND MANAGEMENT, LLC 110.20%0.20%0.20%Q3 2015Q3 20151
TFC Financial Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
QUATTRO FINANCIAL ADVISORS LLC 111.15%1.15%1.15%Q4 2021Q4 20211
Eastover Investment Advisors LLC 111.46%1.46%1.46%Q4 2021Q4 20211
Grace Capital 110.05%0.05%0.05%Q4 2019Q4 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
PRIVATE ASSET MANAGEMENT INC 110.04%0.04%0.04%Q2 2013Q2 20131
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Freedman Financial Associates, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Chemistry Wealth Management LLC 110.51%0.51%0.51%Q4 2021Q4 20211
Cable Hill Partners, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
ALETHEA CAPITAL MANAGEMENT, LLC 111.40%1.40%1.40%Q4 2014Q4 20141
DOWLING & YAHNKE LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Tevis Investment Management 110.04%0.04%0.04%Q4 2021Q4 20211
Elevated Capital Advisors, LLC 110.14%0.14%0.14%Q3 2021Q3 20211
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
StoneX Group Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
YOUSIF CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PFS Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Fernwood Investment Management, LLC 110.25%0.25%0.25%Q4 2013Q4 20131
Infini Master Fund 1116.34%16.34%16.34%Q4 2020Q4 20201
Soros Fund Management 110.18%0.18%0.18%Q4 2021Q4 20211
Taylor Wealth Management Partners 110.01%0.01%0.01%Q1 2015Q1 20151
St. James Investment Company, LLC 112.39%2.39%2.39%Q1 2020Q1 20201
Copeland Capital Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Gardner Russo & Gardner 110.00%0.00%0.00%Q4 2017Q4 20171
Milestone Advisory Partners 110.10%0.10%0.10%Q1 2018Q1 20181
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
EAGLE ROCK INVESTMENT COMPANY, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 110.04%0.04%0.04%Q1 2017Q1 20171
WHITE PINE CAPITAL LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Knowledge Leaders Capital, LLC 110.25%0.25%0.25%Q3 2018Q3 20181
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
TD Waterhouse Canada Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Washington Trust Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
McClarren Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Laidlaw Wealth Management LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Susquehanna International Group Ltd. 1164.92%64.92%64.92%Q1 2020Q1 20201
qPULA Trading Management LP 111.36%1.36%1.36%Q3 2021Q3 20211
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
RUSHMORE INVESTMENT ADVISORS, INC. 110.31%0.31%0.31%Q2 2013Q2 20131
PRIO WEALTH LIMITED PARTNERSHIP 110.01%0.01%0.01%Q2 2014Q2 20141
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
VitalStone Financial, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Samalin Investment Counsel, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
External links

This page lists all the filers that currently own ROYAL DUTCH SHELL PLC or have owned ROYAL DUTCH SHELL PLC in the past.