SHELL PLC shareholder history

Current and past SHELL PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Anchor Investment Management, LLC 32320.01%0.03%0.06%Q1 2016Q4 202332
Sutton Wealth Advisors Inc. 29290.01%0.04%0.07%Q3 2016Q3 202329
Citadel Advisors 770.00%0.02%0.03%Q1 2022Q3 202321
WOLVERINE TRADING, LLC 770.00%0.03%0.15%Q1 2022Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 770.00%0.02%0.05%Q1 2022Q3 202321
Parallax Volatility Advisers, L.P. 770.00%0.01%0.04%Q1 2022Q3 202320
Cutler Group LLC / CA 770.00%0.01%0.13%Q1 2022Q3 202320
Cubist Systematic Strategies, LLC 770.00%0.03%0.08%Q1 2022Q3 202316
D. E. Shaw & Co., Inc. 510.00%0.02%0.13%Q1 2022Q3 202315
HAP Trading, LLC 420.00%0.03%0.21%Q1 2022Q3 202315
HighTower Advisors, LLC 770.00%0.02%0.06%Q1 2022Q3 202314
UBS Group AG 770.00%0.02%0.04%Q1 2022Q3 202314
Walleye Trading LLC 770.02%0.05%0.11%Q1 2022Q3 202314
SAL Trading, LLC 770.14%2.63%5.08%Q1 2022Q3 202314
PEAK6 Investments LLC 770.00%0.03%0.12%Q1 2022Q3 202314
BlackRock Inc. 770.00%0.01%0.02%Q1 2022Q3 202313
CITIGROUP INC 770.00%0.02%0.09%Q1 2022Q3 202312
ROYAL BANK OF CANADA 770.00%0.04%0.07%Q1 2022Q3 202312
Halpern Financial, Inc. 12120.00%0.01%0.02%Q4 2019Q3 202212
MILLENNIUM MANAGEMENT LLC 770.00%0.06%0.13%Q1 2022Q3 202312
TWO SIGMA SECURITIES, LLC 550.00%0.03%0.11%Q3 2022Q3 202312
Hiddenite Capital Partners LP 772.95%4.57%9.81%Q1 2022Q3 202312
Kovack Advisors, Inc. 770.00%0.06%0.12%Q1 2022Q3 202311
Squarepoint Ops LLC 550.00%0.03%0.07%Q3 2022Q3 202311
BARCLAYS PLC 770.00%0.00%0.02%Q1 2022Q3 202311
Leucadia National 440.01%0.03%0.07%Q4 2022Q3 202310
CLEAR STREET MARKETS LLC 420.00%0.05%0.13%Q1 2022Q3 202310
Invesco Ltd. 770.00%0.02%0.03%Q1 2022Q3 202310
GOLDMAN SACHS GROUP INC 770.00%0.05%0.10%Q1 2022Q3 202310
CAPITAL FUND MANAGEMENT S.A. 410.01%0.07%0.24%Q1 2022Q3 202310
JANE STREET GROUP, LLC 770.00%0.02%0.08%Q1 2022Q3 20239
Verition Fund Management LLC 770.03%0.28%0.45%Q1 2022Q3 20239
WELLS FARGO & COMPANY/MN 770.00%0.03%0.05%Q1 2022Q3 20239
Integrated Advisors Network LLC 770.01%0.11%0.32%Q1 2022Q3 20239
Point72 Asset Management, L.P. 770.00%0.20%0.59%Q1 2022Q3 20239
PARADIGM ASSET MANAGEMENT CO LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Cetera Investment Advisers 770.00%0.03%0.04%Q1 2022Q3 20238
ALBERT D MASON INC 880.29%0.35%0.39%Q1 2022Q4 20238
Bartlett & Co. LLC 880.01%0.01%0.01%Q1 2022Q4 20238
Richard P Slaughter Associates Inc 880.85%1.04%1.23%Q1 2022Q4 20238
Diversified Trust Co 880.02%0.02%0.02%Q1 2022Q4 20238
Hoese & Co LLP 880.02%0.02%0.02%Q1 2022Q4 20238
QUEST INVESTMENT MANAGEMENT LLC 880.07%0.13%0.18%Q4 2021Q3 20238
Pacifica Partners Inc. 880.01%0.01%0.01%Q1 2022Q4 20238
M&R CAPITAL MANAGEMENT INC 880.02%0.02%0.02%Q1 2022Q4 20238
BUCKINGHAM STRATEGIC WEALTH, LLC 770.00%0.00%0.01%Q1 2022Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.12%0.16%0.17%Q4 2021Q3 20238
Standard Investments LLC 772.07%9.28%18.99%Q1 2022Q3 20238
WOODSTOCK CORP 880.70%0.89%1.05%Q1 2022Q4 20238
BEACH INVESTMENT COUNSEL INC/PA 880.73%1.25%1.63%Q1 2022Q4 20238
PARK NATIONAL CORP /OH/ 880.06%0.07%0.08%Q1 2022Q4 20238
Capital Investment Advisors, LLC 880.02%0.02%0.02%Q1 2022Q4 20238
Caption Management, LLC 660.01%0.15%0.33%Q2 2022Q3 20238
Kozak & Associates, Inc. 880.26%0.32%0.38%Q4 2021Q3 20238
CSS LLC/IL 770.04%0.09%0.17%Q1 2022Q3 20238
NEVILLE RODIE & SHAW INC 880.51%0.64%0.74%Q1 2022Q4 20238
Red Spruce Capital, LLC 880.60%0.67%0.73%Q1 2022Q4 20238
Perigon Wealth Management, LLC 710.06%0.08%0.10%Q3 2011Q3 20238
Schechter Investment Advisors, LLC 880.07%0.19%0.28%Q4 2021Q3 20238
EVERMAY WEALTH MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Stonebridge Capital Advisors LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Nan Shan Life Insurance Co., Ltd. 770.54%0.75%0.98%Q1 2022Q3 20237
CHICAGO TRUST Co NA 770.63%0.71%0.77%Q1 2022Q3 20237
KORNITZER CAPITAL MANAGEMENT INC /KS 770.35%0.44%0.53%Q1 2022Q3 20237
Stephens Consulting, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 770.02%0.03%0.04%Q1 2022Q3 20237
TOMPKINS FINANCIAL CORP 770.03%0.03%0.03%Q2 2022Q4 20237
MONTAG A & ASSOCIATES INC 770.03%0.05%0.21%Q1 2022Q3 20237
Willis Johnson & Associates, Inc. 660.01%1.09%1.31%Q2 2022Q3 20237
COZAD ASSET MANAGEMENT INC 770.05%0.06%0.06%Q1 2022Q3 20237
SAGE RHINO CAPITAL LLC 770.20%0.23%0.25%Q1 2022Q3 20237
Nuveen Asset Management, LLC 770.01%0.03%0.05%Q1 2022Q3 20237
CIBC WORLD MARKET INC. 770.07%0.08%0.09%Q1 2022Q3 20237
SteelPeak Wealth, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
PROFUND ADVISORS LLC 770.04%0.05%0.07%Q1 2022Q3 20237
CARRET ASSET MANAGEMENT, LLC 770.03%0.04%0.04%Q1 2022Q3 20237
AMERICAN FINANCIAL GROUP INC 770.24%0.27%0.32%Q1 2022Q3 20237
Diligent Investors, LLC 770.17%0.20%0.25%Q1 2022Q3 20237
CHATHAM CAPITAL GROUP, INC. 770.06%0.06%0.07%Q1 2022Q3 20237
NTV ASSET MANAGEMENT LLC 770.06%0.07%0.09%Q1 2022Q3 20237
HAMEL ASSOCIATES, INC. 770.11%0.12%0.14%Q1 2022Q3 20237
Private Ocean, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
FIRST NATIONAL BANK OF OMAHA 770.05%0.10%0.20%Q1 2022Q3 20237
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 771.47%1.53%1.70%Q1 2022Q3 20237
Apeiron RIA LLC 770.10%0.20%0.75%Q1 2022Q3 20237
GRACE & WHITE INC /NY 770.26%0.27%0.30%Q1 2022Q3 20237
Harbour Capital Advisors, LLC 770.10%0.12%0.16%Q2 2022Q4 20237
ASSETMARK, INC 770.00%0.01%0.02%Q1 2022Q3 20237
TD Waterhouse Canada Inc. 770.06%0.07%0.07%Q1 2022Q3 20237
EAGLE ROCK INVESTMENT COMPANY, LLC 770.13%0.19%0.25%Q1 2022Q3 20237
EVOKE WEALTH, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Tidal Investments LLC 770.18%0.21%0.25%Q1 2022Q3 20237
AMERICAN CENTURY COMPANIES INC 770.01%0.03%0.04%Q1 2022Q3 20237
FIRST MANHATTAN CO. LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
StrategIQ Financial Group, LLC 770.02%0.04%0.06%Q1 2022Q3 20237
OLD NATIONAL BANCORP /IN/ 770.02%0.04%0.05%Q1 2022Q3 20237
KANAWHA CAPITAL MANAGEMENT LLC 770.25%0.26%0.28%Q1 2022Q3 20237
Vise Technologies, Inc. 770.15%0.26%0.30%Q1 2022Q3 20237
Snowden Capital Advisors LLC 770.03%0.06%0.11%Q1 2022Q3 20237
Prudent Man Advisors, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
MCF Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Ipswich Investment Management Co., Inc. 770.30%0.35%0.40%Q1 2022Q3 20237
BRADLEY FOSTER & SARGENT INC/CT 770.01%0.01%0.02%Q1 2022Q3 20237
SouthState Corp 770.00%0.30%0.48%Q1 2022Q3 20237
LORD, ABBETT & CO. LLC 770.63%0.73%0.83%Q1 2022Q3 20237
Baystate Wealth Management LLC 770.01%0.01%0.01%Q1 2022Q3 20237
US BANCORP \DE\ 770.02%0.03%0.04%Q1 2022Q3 20237
Wellington Shields & Co., LLC 770.03%0.04%0.07%Q1 2022Q3 20237
Hexagon Capital Partners LLC 770.03%0.04%0.04%Q1 2022Q3 20237
TruWealth Advisors, LLC 772.39%2.51%2.77%Q1 2022Q3 20237
ROMAN BUTLER FULLERTON & CO 770.11%0.13%0.17%Q1 2022Q3 20237
Piscataqua Savings Bank 770.00%0.03%0.05%Q1 2022Q3 20237
HARRELL INVESTMENT PARTNERS, LLC 770.17%0.18%0.20%Q1 2022Q3 20237
Moors & Cabot, Inc. 770.14%0.17%0.20%Q1 2022Q3 20237
West Oak Capital, LLC 770.19%0.21%0.23%Q1 2022Q3 20237
Asset Advisors Investment Management, LLC 770.04%0.04%0.05%Q1 2022Q3 20237
McIlrath & Eck, LLC 770.00%0.02%0.03%Q1 2022Q3 20237
BEDDOW CAPITAL MANAGEMENT INC 771.76%1.88%1.97%Q1 2022Q3 20237
HEADINVEST, LLC 770.09%0.09%0.10%Q1 2022Q3 20237
Principal Street Partners, LLC 770.07%0.08%0.14%Q1 2022Q3 20237
Drexel Morgan & Co. 770.44%0.55%0.68%Q1 2022Q3 20237
Ironsides Asset Advisors, LLC 770.19%0.26%0.32%Q1 2022Q3 20237
WESTWOOD HOLDINGS GROUP INC 770.00%0.00%0.01%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 770.02%0.04%0.06%Q1 2022Q3 20237
FIRST NATIONAL TRUST CO 770.02%0.02%0.02%Q1 2022Q3 20237
MORGAN STANLEY 770.04%0.06%0.06%Q1 2022Q3 20237
VALLEY NATIONAL ADVISERS INC 770.00%0.00%0.00%Q1 2022Q3 20237
Ausdal Financial Partners, Inc. 770.06%0.06%0.07%Q1 2022Q3 20237
LOWE BROCKENBROUGH & CO INC 770.11%0.12%0.13%Q1 2022Q3 20237
Bollard Group LLC 770.00%0.00%0.01%Q1 2022Q3 20237
MML INVESTORS SERVICES, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
WEALTHSOURCE PARTNERS, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Shulman DeMeo Asset Management LLC 770.09%0.10%0.11%Q1 2022Q3 20237
LMCG INVESTMENTS, LLC 770.03%0.04%0.06%Q1 2022Q3 20237
Zions Bancorporation, N.A. 770.02%0.03%0.05%Q1 2022Q3 20237
Bogart Wealth, LLC 770.06%0.08%0.09%Q1 2022Q3 20237
KARPAS STRATEGIES, LLC 770.15%0.18%0.21%Q1 2022Q3 20237
Avior Wealth Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Energy Income Partners, LLC 770.35%0.82%1.21%Q1 2022Q3 20237
MARIETTA INVESTMENT PARTNERS LLC 770.20%0.25%0.29%Q1 2022Q3 20237
BENJAMIN F. EDWARDS & COMPANY, INC. 770.01%0.02%0.02%Q1 2022Q3 20237
SOL Capital Management CO 770.19%0.21%0.23%Q1 2022Q3 20237
Cetera Advisor Networks LLC 770.03%0.04%0.04%Q1 2022Q3 20237
SILVERCREST ASSET MANAGEMENT GROUP LLC 770.25%0.47%0.74%Q1 2022Q3 20237
PUZO MICHAEL J 770.26%0.28%0.31%Q1 2022Q3 20237
Cohen Klingenstein LLC 770.49%0.54%0.58%Q1 2022Q3 20237
Capital Investment Advisory Services, LLC 770.02%0.04%0.05%Q1 2022Q3 20237
GAGNON SECURITIES LLC 770.06%0.08%0.10%Q1 2022Q3 20237
Atlas Brown,Inc. 770.11%0.13%0.14%Q1 2022Q3 20237
Sequoia Financial Advisors, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
LEE DANNER & BASS INC 770.09%0.11%0.19%Q1 2022Q3 20237
BAXTER BROS INC 770.05%0.06%0.07%Q1 2022Q3 20237
KLINGENSTEIN FIELDS & CO LP 770.29%0.37%0.73%Q1 2022Q3 20237
Mill Capital Management, LLC 770.21%0.23%0.24%Q1 2022Q3 20237
Lee Financial Co 770.00%0.00%0.00%Q1 2022Q3 20237
Nelson Capital Management, LLC 770.53%1.27%1.55%Q1 2022Q3 20237
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.04%0.05%0.05%Q1 2022Q3 20237
Prospera Financial Services Inc 770.17%0.24%0.28%Q1 2022Q3 20237
Busey Bank 770.04%0.05%0.07%Q1 2022Q3 20237
Stonegate Investment Group, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
JANUS HENDERSON GROUP PLC 770.00%0.00%0.00%Q1 2022Q3 20237
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.04%0.05%0.06%Q1 2022Q3 20237
FinTrust Capital Advisors, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
ALLIANCEBERNSTEIN L.P. 770.02%0.02%0.03%Q1 2022Q3 20237
Alpha Omega Wealth Management LLC 770.06%0.06%0.07%Q1 2022Q3 20237
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Prestige Wealth Management Group LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Saturna Capital CORP 770.01%0.01%0.01%Q1 2022Q3 20237
CAPITAL ADVISORS INC/OK 770.01%0.01%0.01%Q1 2022Q3 20237
LAZARD ASSET MANAGEMENT LLC 770.00%0.01%0.07%Q1 2022Q3 20237
BANK HAPOALIM BM 770.05%0.07%0.08%Q1 2022Q3 20237
EXCALIBUR MANAGEMENT CORP 770.54%0.60%0.70%Q1 2022Q3 20237
WOODWARD DIVERSIFIED CAPITAL, LLC 770.20%0.23%0.26%Q1 2022Q3 20237
FineMark National Bank & Trust 770.38%0.46%0.52%Q1 2022Q3 20237
Estabrook Capital Management 770.08%0.09%0.10%Q1 2022Q3 20237
WESBANCO BANK INC 770.05%0.06%0.07%Q1 2022Q3 20237
Tradition Wealth Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Clearstead Advisors, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
W ADVISORS, LLC 770.41%0.46%0.52%Q1 2022Q3 20237
MANUFACTURERS LIFE INSURANCE COMPANY, THE 770.00%0.00%0.00%Q1 2022Q3 20237
Vanguard Personalized Indexing Management, LLC 770.10%0.11%0.13%Q1 2022Q3 20237
Brandywine Global Investment Management, LLC 770.28%0.43%0.52%Q1 2022Q3 20237
Successful Portfolios LLC 770.18%0.24%0.33%Q1 2022Q3 20237
Cowen Prime Advisors LLC 610.00%0.00%0.00%Q2 2020Q2 20237
KCM INVESTMENT ADVISORS LLC 770.01%0.02%0.04%Q1 2022Q3 20237
RMB Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
BLB&B Advisors, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
TANDEM CAPITAL MANAGEMENT CORP /ADV 770.27%0.79%1.20%Q1 2022Q3 20237
Atlantic Union Bankshares Corp 770.03%0.03%0.04%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
FMR LLC 770.09%0.12%0.16%Q1 2022Q3 20237
ETF Store, Inc. 770.34%0.45%0.57%Q1 2022Q3 20237
Beaton Management Co. Inc. 770.22%0.25%0.27%Q1 2022Q3 20237
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 770.10%0.11%0.12%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.00%0.04%0.05%Q1 2022Q3 20237
CADINHA & CO LLC 770.04%0.53%3.25%Q1 2022Q3 20237
FIRST WILSHIRE SECURITIES MANAGEMENT INC 770.18%0.20%0.24%Q1 2022Q3 20237
OPPENHEIMER & CO INC 770.06%0.07%0.08%Q1 2022Q3 20237
MCKINLEY CAPITAL MANAGEMENT LLC 770.09%0.14%0.20%Q1 2022Q3 20237
MISSION WEALTH MANAGEMENT, LP 770.03%0.04%0.04%Q1 2022Q3 20237
ARCADIA INVESTMENT MANAGEMENT CORP/MI 770.01%0.01%0.01%Q1 2022Q3 20237
TODD ASSET MANAGEMENT LLC 771.82%2.06%2.26%Q1 2022Q3 20237
Fortis Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Avestar Capital, LLC 770.04%0.10%0.30%Q1 2022Q3 20237
COLONY GROUP LLC 770.02%0.04%0.04%Q1 2022Q3 20237
CONFLUENCE INVESTMENT MANAGEMENT LLC 770.01%0.01%0.02%Q1 2022Q3 20237
CREDIT AGRICOLE S A 770.00%0.01%0.01%Q1 2022Q3 20237
Indie Asset Partners, LLC 770.18%0.25%0.29%Q1 2022Q3 20237
IEQ CAPITAL, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
PICTET BANK & TRUST Ltd 770.33%0.52%0.69%Q1 2022Q3 20237
SENTINEL TRUST CO LBA 770.29%0.34%0.38%Q1 2022Q3 20237
SCOTIA CAPITAL INC. 770.07%0.08%0.09%Q1 2022Q3 20237
Cedar Wealth Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
EQUITY INVESTMENT CORP 771.64%1.79%1.91%Q1 2022Q3 20237
FOREFRONT WEALTH MANAGEMENT INC. 770.58%0.78%0.96%Q1 2022Q3 20237
SITTNER & NELSON, LLC 770.23%0.25%0.27%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.89%1.04%1.14%Q1 2022Q3 20237
Horan Capital Advisors, LLC. 770.82%0.96%1.02%Q1 2022Q3 20237
NewEdge Wealth, LLC 770.02%0.06%0.08%Q1 2022Q3 20237
First Personal Financial Services 770.01%0.01%0.01%Q1 2022Q3 20237
Key FInancial Inc 770.01%0.01%0.01%Q1 2022Q3 20237
9258 Wealth Management, LLC 770.12%0.14%0.15%Q1 2022Q3 20237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 770.00%0.01%0.02%Q1 2022Q3 20237
SEGALL BRYANT & HAMILL, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Forum Financial Management, LP 770.04%0.06%0.11%Q1 2022Q3 20237
TOWNSQUARE CAPITAL LLC 770.14%0.17%0.20%Q1 2022Q3 20237
SIT INVESTMENT ASSOCIATES INC 770.03%0.18%0.26%Q1 2022Q3 20237
Sawyer & Company, Inc 770.15%0.16%0.18%Q1 2022Q3 20237
BANK OF HAWAII 770.04%0.05%0.06%Q1 2022Q3 20237
Madison Asset Management, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Grantham, Mayo, Van Otterloo & Co. LLC 770.00%0.02%0.07%Q1 2022Q3 20237
Allied Investment Advisors, LLC 772.95%3.08%3.24%Q1 2022Q3 20237
Gould Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Bank of New York Mellon Corp 770.01%0.03%0.06%Q1 2022Q3 20237
MACQUARIE GROUP LTD 770.06%0.07%0.08%Q1 2022Q3 20237
CARY STREET PARTNERS ASSET MANAGEMENT LLC 770.47%0.58%0.66%Q1 2022Q3 20237
Arete Wealth Advisors, LLC 770.02%0.06%0.18%Q1 2022Q3 20237
HARDING LOEVNER LP 770.93%0.99%1.16%Q1 2022Q3 20237
Orion Portfolio Solutions, LLC 770.01%0.03%0.06%Q1 2022Q3 20237
D.A. DAVIDSON & CO. 770.09%0.11%0.13%Q1 2022Q3 20237
LOGAN CAPITAL MANAGEMENT INC 770.74%0.83%0.93%Q1 2022Q3 20237
Confluence Wealth Services, Inc. 770.06%0.09%0.14%Q1 2022Q3 20237
Crossmark Global Holdings, Inc. 770.18%0.24%0.29%Q1 2022Q3 20237
Highlander Capital Management, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
AlphaMark Advisors, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
R.H. Dinel Investment Counsel, Inc. 770.40%0.44%0.48%Q1 2022Q3 20237
Element Wealth, LLC 770.28%0.30%0.35%Q1 2022Q3 20237
Foundry Partners, LLC 771.21%1.45%1.72%Q1 2022Q3 20237
Thomasville National Bank 771.30%1.63%1.86%Q1 2022Q3 20237
Bragg Financial Advisors, Inc 770.30%0.40%0.44%Q1 2022Q3 20237
SRS Capital Advisors, Inc. 770.01%0.02%0.02%Q1 2022Q3 20237
Banque Cantonale Vaudoise 770.01%0.01%0.01%Q1 2022Q3 20237
Front Row Advisors LLC 770.01%0.01%0.01%Q1 2022Q3 20237
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 770.13%0.21%0.44%Q1 2022Q3 20237
Laird Norton Wetherby Wealth Management, LLC 770.14%0.17%0.19%Q1 2022Q3 20237
Valeo Financial Advisors, LLC 770.07%0.09%0.10%Q1 2022Q3 20237
Mondrian Investment Partners LTD 770.00%0.00%0.00%Q1 2022Q3 20237
Solstein Capital, LLC 770.78%0.94%1.08%Q1 2022Q3 20237
Hardman Johnston Global Advisors LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Rehmann Capital Advisory Group 770.03%0.04%0.04%Q1 2022Q3 20237
Mascoma Wealth Management LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Octavia Wealth Advisors, LLC 770.40%0.44%0.48%Q1 2022Q3 20237
Parallel Advisors, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.00%Q1 2022Q3 20237
Legacy Financial Advisors, Inc. 770.09%0.11%0.15%Q1 2022Q3 20237
Cohen Capital Management, Inc. 770.26%0.30%0.34%Q1 2022Q3 20237
Laurel Wealth Advisors LLC 770.01%0.02%0.02%Q1 2022Q3 20237
BAHL & GAYNOR INC 770.01%0.01%0.02%Q1 2022Q3 20237
EVERGREEN CAPITAL MANAGEMENT LLC 770.55%0.61%0.64%Q1 2022Q3 20237
STEPHENS INC /AR/ 770.03%0.09%0.16%Q1 2022Q3 20237
Wealth Quarterback LLC 610.13%0.19%0.23%Q1 1987Q3 20237
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 770.24%0.28%0.31%Q1 2022Q3 20237
Wealthspire Advisors, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
FAYEZ SAROFIM & CO 770.05%0.09%0.11%Q1 2022Q3 20237
CIBC Private Wealth Group, LLC 770.07%0.08%0.14%Q1 2022Q3 20237
FIRST FINANCIAL CORP /IN/ 770.01%0.03%0.12%Q1 2022Q3 20237
Atlas Private Wealth Management, LLC 770.52%0.65%0.72%Q1 2022Q3 20237
WOODMONT INVESTMENT COUNSEL LLC 770.06%0.07%0.08%Q1 2022Q3 20237
DMC Group, LLC 770.37%0.62%0.76%Q1 2022Q3 20237
Laidlaw Wealth Management LLC 770.08%0.10%0.13%Q1 2022Q3 20237
INGALLS & SNYDER LLC 770.04%0.05%0.05%Q1 2022Q3 20237
AdvisorNet Financial, Inc 770.01%0.01%0.01%Q1 2022Q3 20237
CITY HOLDING CO 770.04%0.05%0.05%Q1 2022Q3 20237
ROYCE & ASSOCIATES LP 770.01%0.03%0.05%Q1 2022Q3 20237
Avion Wealth 770.04%0.05%0.05%Q1 2022Q3 20237
Connor, Clark & Lunn Investment Management Ltd. 770.00%0.03%0.17%Q1 2022Q3 20237
DEARBORN PARTNERS LLC 770.04%0.04%0.04%Q1 2022Q3 20237
CREATIVE FINANCIAL DESIGNS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
Addison Advisors LLC 770.06%0.07%0.07%Q1 2022Q3 20237
Waverton Investment Management Ltd 770.02%0.02%0.03%Q1 2022Q3 20237
KEMPNER CAPITAL MANAGEMENT INC. 772.53%2.95%3.34%Q1 2022Q3 20237
HANCOCK WHITNEY CORP 770.01%0.02%0.04%Q1 2022Q3 20237
Employees Retirement System of Texas 770.14%0.17%0.21%Q1 2022Q3 20237
SIGNATUREFD, LLC 770.05%0.07%0.08%Q1 2022Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 770.01%0.03%0.03%Q1 2022Q3 20237
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 770.09%0.11%0.13%Q1 2022Q3 20237
BANK OF AMERICA CORP /DE/ 770.03%0.04%0.07%Q1 2022Q3 20237
Rathbones Group PLC 770.01%0.01%0.02%Q1 2022Q3 20237
Boston Partners 770.08%0.09%0.09%Q1 2022Q3 20237
Rodgers Brothers Inc. 770.14%0.17%0.19%Q1 2022Q3 20237
BEESE FULMER INVESTMENT MANAGEMENT, INC. 770.11%0.13%0.14%Q1 2022Q3 20237
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 770.24%0.29%0.34%Q1 2022Q3 20237
Caprock Group, LLC 770.03%0.05%0.06%Q1 2022Q3 20237
WATERS PARKERSON & CO., LLC 770.12%0.12%0.13%Q1 2022Q3 20237
Meridian Wealth Management, LLC 770.04%0.07%0.11%Q1 2022Q3 20237
Gilman Hill Asset Management, LLC 770.43%0.50%0.61%Q1 2022Q3 20237
PARK AVENUE SECURITIES LLC 770.02%0.03%0.05%Q1 2022Q3 20237
Gradient Investments LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Cambridge Investment Research Advisors, Inc. 770.03%0.04%0.04%Q1 2022Q3 20237
Manning & Napier Group, LLC 770.09%0.11%0.14%Q1 2022Q3 20237
Yarbrough Capital, LLC 770.18%0.23%0.27%Q1 2022Q3 20237
GFG Capital, LLC 770.12%0.19%0.26%Q1 2022Q3 20237
ROPES WEALTH ADVISORS LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Neuberger Berman Group LLC 770.01%0.02%0.03%Q1 2022Q3 20237
LEUTHOLD GROUP, LLC 770.70%0.91%1.03%Q1 2022Q3 20237
JFS WEALTH ADVISORS, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
SHUFRO ROSE & CO LLC 770.06%0.10%0.11%Q1 2022Q3 20237
Oxbow Advisors, LLC 770.06%0.10%0.13%Q1 2022Q3 20237
PERSONAL CFO SOLUTIONS, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
STONERIDGE INVESTMENT PARTNERS LLC 770.16%0.30%0.44%Q1 2022Q3 20237
Advisory Services Network, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Hedges Asset Management LLC 773.13%3.69%4.19%Q1 2022Q3 20237
Matthew Goff Investment Advisor, LLC 770.07%0.10%0.15%Q1 2022Q3 20237
Fort Sheridan Advisors LLC 770.47%0.58%0.76%Q1 2022Q3 20237
OSAIC HOLDINGS, INC. 770.01%0.03%0.04%Q1 2022Q3 20237
Beaird Harris Wealth Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
GREAT LAKES ADVISORS, LLC 770.34%0.70%1.13%Q1 2022Q3 20237
Hudson Portfolio Management LLC 770.64%0.80%0.94%Q1 2022Q3 20237
Marble Harbor Investment Counsel, LLC 770.33%0.37%0.40%Q1 2022Q3 20237
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
WHITTIER TRUST CO 770.02%0.02%0.02%Q1 2022Q3 20237
American Assets Investment Management, LLC 771.11%1.50%2.24%Q1 2022Q3 20237
Financial Management Professionals, Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
Alhambra Investment Management LLC 770.28%0.30%0.33%Q1 2022Q3 20237
STATE STREET CORP 770.00%0.00%0.00%Q1 2022Q3 20237
JOHNSON INVESTMENT COUNSEL INC 770.01%0.02%0.02%Q1 2022Q3 20237
GRIFFIN ASSET MANAGEMENT, INC. 770.49%0.56%0.63%Q1 2022Q3 20237
SYNOVUS FINANCIAL CORP 770.01%0.03%0.05%Q1 2022Q3 20237
MATHER GROUP, LLC. 770.01%0.01%0.02%Q1 2022Q3 20237
TRUIST FINANCIAL CORP 770.02%0.02%0.03%Q1 2022Q3 20237
FINANCIAL COUNSELORS INC 770.03%0.03%0.04%Q1 2022Q3 20237
&PARTNERS 770.15%0.16%0.18%Q1 2022Q3 20237
SevenBridge Financial Group, LLC 770.08%0.09%0.11%Q1 2022Q3 20237
Aull & Monroe Investment Management Corp 770.31%0.35%0.41%Q1 2022Q3 20237
SEI INVESTMENTS CO 770.01%0.02%0.04%Q1 2022Q3 20237
Regency Capital Management Inc.\DE 773.25%6.67%8.59%Q1 2022Q3 20237
QUADRANT CAPITAL GROUP LLC 770.14%0.18%0.21%Q1 2022Q3 20237
GREENWOOD GEARHART INC 771.45%1.92%2.17%Q1 2022Q3 20237
AllSquare Wealth Management LLC 770.01%0.08%0.20%Q1 2022Q3 20237
Baldwin Investment Management, LLC 770.04%0.08%0.10%Q1 2022Q3 20237
WEDGE CAPITAL MANAGEMENT L L P/NC 770.27%0.36%0.44%Q1 2022Q3 20237
Legacy Bridge, LLC 770.05%0.06%0.07%Q1 2022Q3 20237
Larson Financial Group LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Alyeska Investment Group, L.P. 770.15%0.40%0.66%Q1 2022Q3 20237
PFS Partners, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
LETKO, BROSSEAU & ASSOCIATES INC 770.88%1.00%1.16%Q1 2022Q3 20237
CAPE COD FIVE CENTS SAVINGS BANK 770.05%0.05%0.05%Q1 2022Q3 20237
Qtron Investments LLC 770.06%0.10%0.16%Q1 2022Q3 20237
PEOPLES FINANCIAL SERVICES CORP. 770.08%0.09%0.10%Q1 2022Q3 20237
CAPTRUST FINANCIAL ADVISORS 770.02%0.03%0.05%Q1 2022Q3 20237
NATIXIS ADVISORS, L.P. 770.16%0.21%0.30%Q1 2022Q3 20237
Ulland Investment Advisors, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
FOSTER & MOTLEY INC 770.10%0.17%0.21%Q1 2022Q3 20237
BOKF, NA 770.04%0.08%0.13%Q1 2022Q3 20237
Tortoise Investment Management, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
JPMORGAN CHASE & CO 770.01%0.02%0.02%Q1 2022Q3 20237
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 770.17%0.20%0.24%Q1 2022Q3 20237
Capital Analysts, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
BURNEY CO/ 770.05%0.08%0.10%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.09%0.10%0.12%Q1 2022Q3 20237
Tradewinds Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Venture Visionary Partners LLC 770.02%0.04%0.05%Q1 2022Q3 20237
Arkos Global Advisors 770.13%0.17%0.20%Q1 2022Q3 20237
180 WEALTH ADVISORS, LLC 770.07%0.11%0.13%Q1 2022Q3 20237
NATIONAL BANK OF CANADA /FI/ 770.01%0.02%0.03%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
TORONTO DOMINION BANK 770.00%0.00%0.00%Q1 2022Q3 20237
Column Capital Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
U.S. Capital Wealth Advisors, LLC 770.17%0.24%0.32%Q1 2022Q3 20237
South Dakota Investment Council 770.32%0.34%0.36%Q1 2022Q3 20237
PZENA INVESTMENT MANAGEMENT LLC 770.62%0.78%1.09%Q1 2022Q3 20237
GABLES CAPITAL MANAGEMENT INC. 770.31%0.33%0.35%Q1 2022Q3 20237
Modera Wealth Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Keel Point, LLC 770.03%0.04%0.04%Q1 2022Q3 20237
MITCHELL CAPITAL MANAGEMENT CO 770.33%0.44%0.50%Q1 2022Q3 20237
First Trust Direct Indexing L.P. 770.25%0.36%0.41%Q1 2022Q3 20237
First National Bank of Hutchinson 770.15%0.23%0.29%Q1 2022Q3 20237
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 770.16%0.17%0.19%Q1 2022Q3 20237
Game Creek Capital, LP 771.06%1.27%1.43%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 770.00%0.03%0.12%Q1 2022Q3 20237
SMITH, MOORE & CO. 770.03%0.04%0.05%Q1 2022Q3 20237
Amundi 770.02%0.08%0.13%Q1 2022Q3 20237
Lafayette Investments 770.08%0.08%0.09%Q1 2022Q3 20237
Granite Investment Partners, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
BTC Capital Management, Inc. 770.11%0.15%0.29%Q1 2022Q3 20237
STEEL GROVE CAPITAL ADVISORS, LLC 770.03%0.04%0.04%Q1 2022Q3 20237
ADAGE CAPITAL PARTNERS GP, L.L.C. 770.01%0.10%0.28%Q1 2022Q3 20237
Quent Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
PRICE T ROWE ASSOCIATES INC /MD/ 770.02%0.04%0.05%Q1 2022Q3 20237
Principle Wealth Partners LLC 770.03%0.04%0.04%Q1 2022Q3 20237
SVB WEALTH LLC 770.01%0.02%0.04%Q1 2022Q3 20237
TWO SIGMA INVESTMENTS, LP 770.00%0.05%0.17%Q1 2022Q3 20237
Banco Santander, S.A. 770.04%0.09%0.12%Q1 2022Q3 20237
Blue Chip Partners, LLC 770.03%0.04%0.04%Q1 2022Q3 20237
SCHNIEDERS CAPITAL MANAGEMENT LLC 770.14%0.15%0.18%Q1 2022Q3 20237
Hilltop Holdings Inc. 770.03%0.06%0.12%Q1 2022Q3 20237
Avant Capital LLC 770.42%0.46%0.50%Q1 2022Q3 20237
EXENCIAL WEALTH ADVISORS, LLC 770.20%0.29%0.42%Q1 2022Q3 20237
Hayek Kallen Investment Management 770.28%0.35%0.40%Q1 2022Q3 20237
GREENLEAF TRUST 770.01%0.01%0.01%Q1 2022Q3 20237
Select Asset Management & Trust 770.32%0.45%0.60%Q1 2022Q3 20237
BRANDES INVESTMENT PARTNERS, LP 770.72%0.95%1.20%Q1 2022Q3 20237
GAMCO INVESTORS, INC. ET AL 770.01%0.01%0.01%Q1 2022Q3 20237
Clarus Group, Inc. 770.42%0.55%0.70%Q1 2022Q3 20237
DRIVE WEALTH MANAGEMENT, LLC 770.16%0.23%0.35%Q1 2022Q3 20237
J.W. COLE ADVISORS, INC. 770.02%0.03%0.05%Q1 2022Q3 20237
TUCKER ASSET MANAGEMENT LLC 770.04%0.06%0.07%Q1 2022Q3 20237
Eudaimonia Partners, LLC 770.08%0.09%0.10%Q1 2022Q3 20237
Plante Moran Financial Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
ADVISORS MANAGEMENT GROUP INC /ADV 770.75%0.83%0.96%Q1 2022Q3 20237
BROOKS, MOORE & ASSOCIATES, INC. 770.20%1.04%1.73%Q1 2022Q3 20237
Resonant Capital Advisors, LLC 770.03%0.03%0.03%Q1 2022Q3 20237
Glenview Trust Co 770.03%0.03%0.04%Q1 2022Q3 20237
Community Bank of Raymore 770.69%0.80%0.91%Q1 2022Q3 20237
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 770.07%0.09%0.18%Q1 2022Q3 20237
LEVEL FOUR ADVISORY SERVICES, LLC 770.07%0.09%0.10%Q1 2022Q3 20237
DEUTSCHE BANK AG\ 770.00%0.01%0.02%Q1 2022Q3 20237
West Family Investments, Inc. 770.32%0.40%0.44%Q1 2022Q3 20237
PINNACLE ASSOCIATES LTD 770.13%0.14%0.16%Q1 2022Q3 20237
Founders Capital Management 770.02%0.03%0.04%Q2 2022Q4 20237
WealthTrust Axiom LLC 770.23%0.35%0.46%Q1 2022Q3 20237
HARBOUR INVESTMENT MANAGEMENT LLC 770.71%0.82%0.94%Q1 2022Q3 20237
Raab & Moskowitz Asset Management LLC 770.17%0.19%0.21%Q1 2022Q3 20237
Willis Investment Counsel 771.02%1.41%1.81%Q1 2022Q3 20237
Atria Investments, Inc 770.06%0.07%0.08%Q1 2022Q3 20237
Gemsstock Ltd. 775.25%14.14%21.34%Q1 2022Q3 20237
Checchi Capital Advisers, LLC 770.06%0.08%0.12%Q1 2022Q3 20237
Next Level Private LLC 770.08%0.63%0.79%Q1 2022Q3 20237
TWO SIGMA ADVISERS, LP 770.00%0.10%0.25%Q1 2022Q3 20237
BROWN ADVISORY INC 770.00%0.00%0.01%Q1 2022Q3 20237
Mine & Arao Wealth Creation & Management, LLC. 770.01%0.01%0.01%Q1 2022Q3 20237
KENFARB & CO. 770.24%0.26%0.28%Q1 2022Q3 20237
NICOLA WEALTH MANAGEMENT LTD. 771.62%2.20%2.62%Q1 2022Q3 20237
Mitsubishi UFJ Asset Management Co., Ltd. 770.00%0.00%0.00%Q1 2022Q3 20237
DAVENPORT & Co LLC 770.11%0.12%0.12%Q1 2022Q3 20237
PNC FINANCIAL SERVICES GROUP, INC. 770.03%0.04%0.04%Q1 2022Q3 20237
DUNCKER STREETT & CO INC 770.05%0.06%0.07%Q1 2022Q3 20237
PARSONS CAPITAL MANAGEMENT INC/RI 770.04%0.04%0.05%Q1 2022Q3 20237
TCTC Holdings, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Koshinski Asset Management, Inc. 770.10%0.11%0.12%Q1 2022Q3 20237
CENTRAL BANK & TRUST CO 770.00%0.00%0.00%Q1 2022Q3 20237
Wealth Alliance 770.14%0.17%0.21%Q1 2022Q3 20237
HOHIMER WEALTH MANAGEMENT, LLC 771.55%1.64%1.78%Q1 2022Q3 20237
Douglas Lane & Associates, LLC 771.02%1.13%1.18%Q1 2022Q3 20237
Greenfield Savings Bank 770.19%0.20%0.22%Q2 2022Q4 20237
HAZLETT, BURT & WATSON, INC. 770.04%0.04%0.05%Q1 2022Q3 20237
FIRST TRUST ADVISORS LP 770.01%0.01%0.01%Q1 2022Q3 20237
Americana Partners, LLC 770.12%0.26%0.58%Q1 2022Q3 20237
HUNTINGTON NATIONAL BANK 770.02%0.03%0.04%Q1 2022Q3 20237
Lester Murray Antman dba SimplyRich 770.16%0.50%0.83%Q1 2022Q3 20237
REIK & CO., LLC 770.78%0.95%1.09%Q1 2022Q3 20237
Stolper Co 770.74%0.80%0.90%Q1 2022Q3 20237
COWA, LLC 770.44%0.94%1.29%Q1 2022Q3 20237
WELLINGTON MANAGEMENT GROUP LLP 770.09%0.11%0.13%Q1 2022Q3 20237
Bard Financial Services, Inc. 770.02%0.27%0.56%Q1 2022Q3 20237
BALDWIN BROTHERS LLC/MA 770.01%0.01%0.01%Q2 2022Q4 20237
Centerpoint Advisors, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
OPPENHEIMER ASSET MANAGEMENT INC. 770.12%0.17%0.20%Q1 2022Q3 20237
GABELLI FUNDS LLC 770.07%0.17%0.22%Q1 2022Q3 20237
JARISLOWSKY, FRASER Ltd 770.02%0.02%0.02%Q1 2022Q3 20237
BRIDGES INVESTMENT MANAGEMENT INC 770.01%0.01%0.01%Q1 2022Q3 20237
Transform Wealth, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
First Eagle Investment Management, LLC 770.01%0.03%0.05%Q1 2022Q3 20237
BECKER CAPITAL MANAGEMENT INC 770.54%0.69%0.86%Q1 2022Q3 20237
Credit Capital Investments LLC 770.74%2.11%3.10%Q1 2022Q3 20237
Cannell & Co. 770.06%0.08%0.09%Q1 2022Q3 20237
Nikko Asset Management Americas, Inc. 770.07%0.11%0.14%Q1 2022Q3 20237
BLAIR WILLIAM & CO/IL 770.01%0.01%0.02%Q1 2022Q3 20237
RAYMOND JAMES TRUST N.A. 770.07%0.09%0.12%Q1 2022Q3 20237
Signature Wealth Management Partners, LLC 770.20%0.23%0.27%Q1 2022Q3 20237
EVERETT HARRIS & CO /CA/ 770.02%0.04%0.12%Q1 2022Q3 20237
STANSBERRY ASSET MANAGEMENT, LLC 771.31%3.28%3.88%Q1 2022Q3 20237
Fruth Investment Management 770.14%0.16%0.18%Q1 2022Q3 20237
Retirement Planning Co of New England, Inc. 770.37%0.43%0.48%Q1 2022Q3 20237
Herold Advisors, Inc. 770.39%0.45%0.53%Q1 2022Q3 20237
WADE G W & INC 770.01%0.02%0.03%Q1 2022Q3 20237
Edge Capital Group, LLC 770.00%0.50%0.95%Q1 2022Q3 20237
FARMERS TRUST CO 770.08%0.09%0.10%Q1 2022Q3 20237
Huber Capital Management LLC 774.26%5.45%6.01%Q1 2022Q3 20237
COURIER CAPITAL LLC 770.04%0.04%0.05%Q1 2022Q3 20237
JNBA Financial Advisors 770.00%0.00%0.00%Q1 2022Q3 20237
Ledyard National Bank 770.04%0.04%0.05%Q1 2022Q3 20237
DIVIDEND ASSETS CAPITAL, LLC 770.01%0.02%0.03%Q1 2022Q3 20237
SALEM INVESTMENT COUNSELORS INC 770.00%0.01%0.01%Q1 2022Q3 20237
Penbrook Management LLC 770.44%0.47%0.52%Q1 2022Q3 20237
BOSTON FAMILY OFFICE LLC 770.04%0.04%0.04%Q1 2022Q3 20237
Moloney Securities Asset Management, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Baker Ellis Asset Management LLC 770.13%0.16%0.19%Q1 2022Q3 20237
Welch Group, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
HERITAGE INVESTORS MANAGEMENT CORP 770.24%0.26%0.28%Q1 2022Q3 20237
PHILADELPHIA TRUST CO 770.04%0.05%0.06%Q1 2022Q3 20237
J. W. Coons Advisors, LLC 770.07%0.08%0.09%Q1 2022Q3 20237
WEATHERLY ASSET MANAGEMENT L. P. 770.42%0.45%0.49%Q1 2022Q3 20237
North Star Investment Management Corp. 770.05%0.05%0.05%Q1 2022Q3 20237
KING LUTHER CAPITAL MANAGEMENT CORP 770.00%0.01%0.01%Q1 2022Q3 20237
B. Riley Wealth Advisors, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
EverSource Wealth Advisors, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
Rockefeller Capital Management L.P. 770.05%0.49%0.77%Q1 2022Q3 20237
Carmichael Hill & Associates, Inc. 770.04%0.04%0.04%Q1 2022Q3 20237
Marks Group Wealth Management, Inc 770.06%0.09%0.11%Q1 2022Q3 20237
Chevy Chase Trust Holdings, LLC 770.40%0.48%0.56%Q1 2022Q3 20237
Semper Augustus Investments Group 770.06%0.07%0.08%Q1 2022Q3 20237
Cetera Advisors LLC 770.04%0.07%0.11%Q1 2022Q3 20237
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 770.67%0.84%1.31%Q1 2022Q3 20237
NOMURA ASSET MANAGEMENT CO LTD 770.00%0.00%0.00%Q1 2022Q3 20237
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Chicago Capital, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
NEW ENGLAND ASSET MANAGEMENT INC 770.05%0.45%1.09%Q1 2022Q3 20237
CHILTON CAPITAL MANAGEMENT LLC 770.06%0.08%0.08%Q1 2022Q3 20237
J.P. Morgan Private Wealth Advisors LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Shelter Mutual Insurance Co 771.64%1.81%2.04%Q1 2022Q3 20237
GW HENSSLER & ASSOCIATES LTD 770.05%0.45%2.57%Q1 2022Q3 20237
InTrack Investment Management Inc 770.33%0.35%0.39%Q2 2022Q4 20237
Princeton Global Asset Management LLC 770.02%0.02%0.02%Q1 2022Q3 20237
VAUGHAN DAVID INVESTMENTS LLC/IL 770.01%0.01%0.02%Q1 2022Q3 20237
KEYBANK NATIONAL ASSOCIATION/OH 770.02%0.02%0.03%Q1 2022Q3 20237
Onex Canada Asset Management Inc. 770.70%1.11%1.46%Q1 2022Q3 20237
Northeast Financial Consultants Inc 770.02%0.03%0.03%Q1 2022Q3 20237
Timber Creek Capital Management LLC 770.02%0.03%0.03%Q1 2022Q3 20237
Sheaff Brock Investment Advisors, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
GRIMES & COMPANY, INC. 770.02%0.02%0.02%Q1 2022Q3 20237
NISA INVESTMENT ADVISORS, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
DIMENSIONAL FUND ADVISORS LP 770.31%0.40%0.49%Q1 2022Q3 20237
ExodusPoint Capital Management, LP 770.01%0.20%0.31%Q1 2022Q3 20237
KELLY LAWRENCE W & ASSOCIATES INC/CA 770.30%0.35%0.39%Q1 2022Q3 20237
Sonora Investment Management Group, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
GUARDIAN CAPITAL LP 770.42%0.65%0.76%Q1 2022Q3 20237
Strategic Advisors LLC 770.08%0.09%0.12%Q1 2022Q3 20237
Sandy Spring Bank 770.07%0.27%0.38%Q1 2022Q3 20237
FRANKLIN RESOURCES INC 770.17%0.19%0.20%Q1 2022Q3 20237
CreativeOne Wealth, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 770.24%0.33%0.40%Q1 2022Q3 20237
AIMZ Investment Advisors, LLC 770.15%0.16%0.18%Q1 2022Q3 20237
Westwood Global Investments, LLC 773.29%4.49%7.16%Q1 2022Q3 20237
STIFEL FINANCIAL CORP 770.09%0.13%0.17%Q1 2022Q3 20237
GLENMEDE TRUST CO NA 770.02%0.04%0.06%Q1 2022Q3 20237
PEAPACK GLADSTONE FINANCIAL CORP 770.08%0.08%0.08%Q1 2022Q3 20237
Verdence Capital Advisors LLC 770.05%0.07%0.11%Q1 2022Q3 20237
Cutter & CO Brokerage, Inc. 770.39%0.42%0.44%Q1 2022Q3 20237
MOTCO 770.00%0.00%0.01%Q1 2022Q3 20237
Horan Securities, Inc. 770.08%0.10%0.12%Q1 2022Q3 20237
Steward Partners Investment Advisory, LLC 770.03%0.04%0.06%Q1 2022Q3 20237
Allworth Financial LP 770.00%0.00%0.01%Q1 2022Q3 20237
First Horizon Advisors, Inc. 770.02%0.03%0.04%Q1 2022Q3 20237
PRIO WEALTH LIMITED PARTNERSHIP 770.01%0.01%0.01%Q1 2022Q3 20237
Haverford Trust Co 770.02%0.02%0.03%Q1 2022Q3 20237
Blume Capital Management, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Crewe Advisors LLC 770.07%0.12%0.16%Q1 2022Q3 20237
Pflug Koory, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
Northwest Capital Management Inc 770.25%0.27%0.30%Q1 2022Q3 20237
GRANDFIELD & DODD, LLC 770.85%1.01%1.18%Q1 2022Q3 20237
BRAVE ASSET MANAGEMENT INC 770.08%0.10%0.12%Q1 2022Q3 20237
THORNBURG INVESTMENT MANAGEMENT INC 770.01%0.09%0.14%Q1 2022Q3 20237
COMMERCE BANK 770.02%0.02%0.03%Q1 2022Q3 20237
HSBC HOLDINGS PLC 770.00%0.02%0.12%Q1 2022Q3 20237
Southeast Asset Advisors Inc. 770.04%0.04%0.05%Q1 2022Q3 20237
BESSEMER GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
ATTICUS WEALTH MANAGEMENT, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Baird Financial Group, Inc. 770.01%0.02%0.03%Q1 2022Q3 20237
Avidian Wealth Solutions, LLC 770.07%0.10%0.13%Q1 2022Q3 20237
PENN DAVIS MCFARLAND INC 775.03%5.84%6.29%Q1 2022Q3 20237
Sierra Capital LLC 770.32%0.35%0.40%Q1 2022Q3 20237
Pacer Advisors, Inc. 770.02%0.08%0.21%Q1 2022Q3 20237
Texas Yale Capital Corp. 770.01%0.03%0.04%Q1 2022Q3 20237
AMERIPRISE FINANCIAL INC 770.01%0.02%0.02%Q1 2022Q3 20237
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.01%0.03%Q1 2022Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.04%0.06%0.07%Q1 2022Q3 20237
TRUST CO OF VERMONT 770.04%0.05%0.05%Q1 2022Q3 20237
CONCENTRIC WEALTH MANAGEMENT, LLC 770.89%1.04%1.16%Q1 2022Q3 20237
Wellington Shields Capital Management, LLC 770.12%0.16%0.24%Q1 2022Q3 20237
Chesley Taft & Associates LLC 770.05%0.05%0.06%Q1 2022Q3 20237
Cubic Asset Management, LLC 770.09%0.10%0.11%Q1 2022Q3 20237
Linscomb & Williams, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Ameritas Investment Partners, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Bridge Creek Capital Management LLC 771.25%1.29%1.38%Q1 2022Q3 20237
Kestra Advisory Services, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
NORTHERN TRUST CORP 770.03%0.03%0.03%Q1 2022Q3 20237
ClearBridge Investments 770.00%0.00%0.01%Q1 2022Q3 20237
RAYMOND JAMES & ASSOCIATES 770.03%0.04%0.05%Q1 2022Q3 20237
Orbis Allan Gray Ltd 771.18%3.13%4.58%Q1 2022Q3 20237
Parkside Financial Bank & Trust 770.08%0.09%0.11%Q1 2022Q3 20237
PIN OAK INVESTMENT ADVISORS INC 770.82%0.90%0.97%Q1 2022Q3 20237
BROWN BROTHERS HARRIMAN & CO 770.03%0.04%0.04%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
FORVIS Wealth Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
YOUSIF CAPITAL MANAGEMENT, LLC 770.04%0.04%0.05%Q1 2022Q3 20237
Stokes Family Office, LLC 770.05%0.06%0.06%Q1 2022Q3 20237
Sigma Planning Corp 770.02%0.04%0.05%Q1 2022Q3 20237
Ancora Advisors LLC 770.00%0.00%0.01%Q1 2022Q3 20237
Mount Yale Investment Advisors, LLC 770.03%0.10%0.20%Q1 2022Q3 20237
PATTEN & PATTEN INC/TN 770.02%0.03%0.03%Q1 2022Q3 20237
Balentine LLC 770.01%0.02%0.03%Q1 2022Q3 20237
AUGUSTINE ASSET MANAGEMENT INC 772.94%3.19%3.49%Q1 2022Q3 20237
EP Wealth Advisors, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
REGATTA CAPITAL GROUP, LLC 770.51%0.57%0.68%Q1 2022Q3 20237
LAKE STREET ADVISORS GROUP, LLC 770.04%0.05%0.05%Q1 2022Q3 20237
Eastover Investment Advisors LLC 771.95%3.07%4.13%Q1 2022Q3 20237
Arkadios Wealth Advisors 770.05%0.07%0.09%Q1 2022Q3 20237
Cutler Capital Management, LLC 770.14%1.67%3.11%Q1 2022Q3 20237
Syntal Capital Partners, LLC 770.10%0.16%0.34%Q1 2022Q3 20237
Advisors Asset Management, Inc. 770.03%0.05%0.07%Q1 2022Q3 20237
AVANTAX ADVISORY SERVICES, INC. 770.10%0.14%0.16%Q1 2022Q3 20237
HB Wealth Management, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
AUXIER ASSET MANAGEMENT 770.14%0.17%0.20%Q1 2022Q3 20237
FIDUCIARY TRUST CO 770.07%0.08%0.08%Q1 2022Q3 20237
MAI Capital Management 770.01%0.02%0.02%Q1 2022Q3 20237
HHM Wealth Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Berkeley Capital Partners, LLC 770.12%0.13%0.14%Q1 2022Q3 20237
Blue Barn Wealth, LLC 770.15%0.16%0.19%Q1 2022Q3 20237
HM PAYSON & CO 770.00%0.01%0.01%Q1 2022Q3 20237
WHITTIER TRUST CO OF NEVADA INC 770.04%0.04%0.04%Q1 2022Q3 20237
Nicholas Hoffman & Company, LLC. 770.04%0.06%0.11%Q1 2022Q3 20237
Focused Wealth Management, Inc 770.01%0.01%0.01%Q1 2022Q3 20237
Antonetti Capital Management LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Lindbrook Capital, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
PRUDENTIAL FINANCIAL INC 770.00%0.00%0.00%Q1 2022Q3 20237
FAS Wealth Partners, Inc. 770.03%0.04%0.05%Q1 2022Q3 20237
Washington Trust Advisors, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 770.06%0.08%0.11%Q1 2022Q3 20237
LINCOLN NATIONAL CORP 770.01%0.01%0.02%Q1 2022Q3 20237
Hanson & Doremus Investment Management 770.08%0.09%0.11%Q1 2022Q3 20237
ATLAS CAPITAL ADVISORS LLC 770.05%0.07%0.13%Q1 2022Q3 20237
ROTHSCHILD INVESTMENT LLC /IL 770.03%0.04%0.04%Q1 2022Q3 20237
JBF Capital, Inc. 771.26%2.63%4.00%Q1 2022Q3 20237
Portland Global Advisors LLC 770.43%0.46%0.49%Q1 2022Q3 20237
Pinnacle Wealth Planning Services, Inc. 770.09%0.11%0.17%Q1 2022Q3 20237
Barry Investment Advisors, LLC 770.41%0.47%0.55%Q1 2022Q3 20237
NORTHEAST INVESTMENT MANAGEMENT 770.02%0.02%0.03%Q1 2022Q3 20237
PITCAIRN CO 770.11%0.13%0.16%Q1 2022Q3 20237
Vestmark Advisory Solutions, Inc. 770.04%0.09%0.12%Q1 2022Q3 20237
FDx Advisors, Inc. 770.04%0.06%0.12%Q1 2022Q3 20237
Cornerstone Advisory, LLC 770.04%0.05%0.07%Q1 2022Q3 20237
CHELSEA COUNSEL CO 770.72%0.80%0.89%Q1 2022Q3 20237
Rossmore Private Capital 770.06%0.06%0.07%Q1 2022Q3 20237
Henry James International Management Inc. 770.23%0.29%0.31%Q1 2022Q3 20237
Hikari Power Ltd 771.69%1.93%2.15%Q1 2022Q3 20237
NVWM, LLC 770.00%0.22%0.27%Q1 2022Q3 20237
Farmers & Merchants Trust Co of Long Beach 770.13%0.15%0.18%Q1 2022Q3 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 770.04%0.07%0.12%Q1 2022Q3 20237
Apollon Wealth Management, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Cardinal Capital Management 770.64%0.68%0.73%Q1 2022Q3 20237
NWAM LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Sunbelt Securities, Inc. 770.10%0.12%0.14%Q1 2022Q3 20237
Creative Planning 770.01%0.01%0.02%Q1 2022Q3 20237
Legacy Wealth Asset Management, LLC 770.11%0.27%0.62%Q1 2022Q3 20237
PFG Private Wealth Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
FIFTH THIRD BANCORP 770.03%0.03%0.04%Q1 2022Q3 20237
Capital Research Global Investors 770.03%0.04%0.06%Q1 2022Q3 20237
Shoker Investment Counsel, Inc. 770.35%0.39%0.46%Q1 2022Q3 20237
SOA Wealth Advisors, LLC. 770.01%0.01%0.01%Q1 2022Q3 20237
West Branch Capital LLC 770.03%0.04%0.05%Q1 2022Q3 20237
SUMMIT FINANCIAL GROUP, INC. 770.13%0.16%0.19%Q1 2022Q3 20237
Tevis Investment Management 770.22%0.30%0.38%Q1 2022Q3 20237
Mariner, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Dorsey & Whitney Trust CO LLC 770.06%0.08%0.10%Q1 2022Q3 20237
Fisher Asset Management, LLC 770.64%0.75%0.82%Q1 2022Q3 20237
Roberts Wealth Advisors, LLC 770.56%0.68%0.79%Q1 2022Q3 20237
Integrated Wealth Concepts LLC 770.03%0.07%0.12%Q1 2022Q3 20237
ATWOOD & PALMER INC 770.00%0.00%0.00%Q1 2022Q3 20237
JENNISON ASSOCIATES LLC 770.02%0.03%0.06%Q1 2022Q3 20237
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 770.13%0.16%0.18%Q1 2022Q3 20237
Winch Advisory Services, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CLIFFORD SWAN INVESTMENT COUNSEL LLC 770.03%0.04%0.04%Q1 2022Q3 20237
FEDERATED HERMES, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.04%0.04%0.04%Q1 2022Q3 20237
TOCQUEVILLE ASSET MANAGEMENT L.P. 770.16%0.21%0.24%Q1 2022Q3 20237
Costello Asset Management, INC 770.01%0.01%0.01%Q1 2022Q3 20237
SG Americas Securities, LLC 770.00%0.04%0.23%Q1 2022Q3 20237
Rosenberg Matthew Hamilton 770.18%0.19%0.21%Q1 2022Q3 20237
IFP Advisors, Inc 770.03%0.05%0.06%Q1 2022Q3 20237
CULLEN/FROST BANKERS, INC. 770.07%0.10%0.14%Q1 2022Q3 20237
NAPLES GLOBAL ADVISORS, LLC 770.04%0.04%0.05%Q1 2022Q3 20237
BALYASNY ASSET MANAGEMENT L.P. 440.01%0.08%0.35%Q4 2022Q3 20237
Summit Financial Wealth Advisors, LLC 770.06%0.08%0.10%Q1 2022Q3 20237
KESTRA PRIVATE WEALTH SERVICES, LLC 770.02%0.05%0.09%Q1 2022Q3 20237
Paragon Capital Management LLC 770.15%0.17%0.20%Q1 2022Q3 20237
Geneos Wealth Management Inc. 770.01%0.03%0.05%Q1 2022Q3 20237
WRAPMANAGER INC 770.15%0.17%0.20%Q1 2022Q3 20237
PUTNAM INVESTMENTS LLC 770.01%0.01%0.01%Q1 2022Q3 20237
EAGLE GLOBAL ADVISORS LLC 770.36%0.44%0.50%Q1 2022Q3 20237
Cullen Capital Management, LLC 770.36%0.48%0.72%Q1 2022Q3 20237
DODGE & COX 770.00%0.00%0.00%Q1 2022Q3 20237
GUGGENHEIM CAPITAL LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Robertson Stephens Wealth Management, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
ABSHER WEALTH MANAGEMENT, LLC 770.16%0.24%0.37%Q1 2022Q3 20237
BECK MACK & OLIVER LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Mirae Asset Global Investments Co., Ltd. 770.01%0.01%0.02%Q1 2022Q3 20237
E&G Advisors, LP 770.10%0.11%0.13%Q1 2022Q3 20237
ANCHOR CAPITAL ADVISORS LLC 770.01%0.35%0.58%Q1 2022Q3 20237
Archer Investment Corp 770.01%0.02%0.03%Q1 2022Q3 20237
Gladstone Institutional Advisory LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Bank of New Hampshire 660.00%0.01%0.01%Q2 2022Q3 20236
Yaupon Capital Management LP 511.11%1.91%3.04%Q1 2022Q3 20236
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 660.22%0.40%0.54%Q2 2022Q3 20236
Riverview Trust Co 660.09%0.11%0.15%Q2 2022Q3 20236
Stratos Wealth Partners, LTD. 660.02%0.03%0.03%Q2 2022Q3 20236
RITHOLTZ WEALTH MANAGEMENT 660.09%0.11%0.13%Q2 2022Q3 20236
MACKENZIE FINANCIAL CORP 660.20%0.23%0.25%Q2 2022Q3 20236
TEXAS CAPITAL BANCSHARES INC/TX 660.20%0.23%0.24%Q2 2022Q3 20236
RENAISSANCE GROUP LLC 660.28%0.30%0.32%Q2 2022Q3 20236
Coulter & Justus Financial Services, LLC 660.35%1.22%1.84%Q2 2022Q3 20236
HIGHLAND CAPITAL MANAGEMENT, LLC 420.10%0.11%0.12%Q1 2022Q3 20236
SCHULHOFF & CO INC 660.23%0.27%0.32%Q2 2022Q3 20236
Clearview Wealth Advisors LLC 660.06%0.07%0.10%Q1 2022Q2 20236
Donoghue Forlines LLC 330.20%0.31%0.40%Q1 2022Q3 20236
Epoch Investment Partners, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
VIKING FUND MANAGEMENT LLC 660.56%0.80%0.91%Q2 2022Q3 20236
CONTINENTAL ADVISORS LLC 661.50%1.66%1.77%Q2 2022Q3 20236
Vigilant Capital Management, LLC 660.01%0.01%0.02%Q1 2022Q2 20236
Wedmont Private Capital 660.03%0.04%0.05%Q2 2022Q3 20236
Spire Wealth Management 660.02%0.02%0.02%Q2 2022Q3 20236
RBF Capital, LLC 660.02%0.03%0.06%Q2 2022Q3 20236
CENTAURUS FINANCIAL, INC. 510.01%0.02%0.03%Q1 2022Q3 20236
Probity Advisors, Inc. 420.06%0.07%0.09%Q1 2022Q3 20236
Beacon Pointe Advisors, LLC 660.02%0.02%0.04%Q2 2022Q3 20236
Independent Advisor Alliance 660.00%0.05%0.06%Q2 2022Q3 20236
HighMark Wealth Management LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Private Advisor Group, LLC 660.02%0.03%0.06%Q2 2022Q3 20236
Bell Investment Advisors, Inc 660.00%0.00%0.00%Q2 2022Q3 20236
CI INVESTMENTS INC. 660.12%0.13%0.14%Q2 2022Q3 20236
BDO Wealth Advisors, LLC 660.01%0.01%0.02%Q1 2022Q2 20236
Arkfeld Wealth Strategies, L.L.C. 660.19%0.24%0.28%Q2 2022Q3 20236
Good Life Advisors, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
First Command Bank 660.00%0.01%0.01%Q1 2022Q2 20236
MILLER HOWARD INVESTMENTS INC /NY 510.12%0.25%0.37%Q1 2022Q3 20236
Merewether Investment Management, LP 663.69%5.69%7.34%Q1 2022Q2 20236
BerganKDV Wealth Management, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Covestor Ltd 660.00%0.00%0.00%Q2 2022Q3 20236
Sumitomo Mitsui Trust Holdings, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
SIMON QUICK ADVISORS, LLC 660.04%0.05%0.05%Q2 2022Q3 20236
Brookstone Capital Management 660.01%0.01%0.02%Q2 2022Q3 20236
WEBSTER BANK, N. A. 660.01%0.01%0.01%Q2 2022Q3 20236
Holocene Advisors, LP 660.22%0.71%0.91%Q1 2022Q2 20236
FLAGSHIP HARBOR ADVISORS, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
Simplicity Solutions, LLC 420.03%0.10%0.21%Q1 2022Q3 20236
Euro Pacific Asset Management, LLC 660.93%2.72%3.42%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 660.01%0.01%0.03%Q2 2022Q3 20236
Essex Savings Bank 420.07%0.08%0.09%Q1 2022Q3 20236
Williams Jones Wealth Management, LLC. 660.01%0.01%0.01%Q2 2022Q3 20236
First PREMIER Bank 660.04%0.04%0.05%Q2 2022Q3 20236
EARNEST PARTNERS LLC 660.01%0.01%0.01%Q2 2022Q3 20236
AMICA MUTUAL INSURANCE CO 660.32%0.40%0.70%Q1 2022Q2 20236
NAVELLIER & ASSOCIATES INC 660.14%0.16%0.17%Q2 2022Q3 20236
CARDIFF PARK ADVISORS, LLC 660.05%0.06%0.06%Q2 2022Q3 20236
JACKSON SQUARE CAPITAL, LLC 661.12%2.05%2.77%Q2 2022Q3 20236
TimeScale Financial, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Vontobel Holding Ltd. 660.00%0.01%0.01%Q1 2022Q2 20236
Family Management Corp 420.05%0.06%0.06%Q1 2022Q3 20236
Citizens National Bank Trust Department 660.02%0.02%0.02%Q2 2022Q3 20236
GM Advisory Group, LLC 660.11%0.25%0.53%Q2 2022Q3 20236
MGO ONE SEVEN LLC 660.01%0.03%0.04%Q2 2022Q3 20236
INSIGHT 2811, INC. 660.22%0.23%0.24%Q2 2022Q3 20236
NBT BANK N A /NY 660.05%0.08%0.08%Q2 2022Q3 20236
Jacobi Capital Management LLC 660.05%0.06%0.06%Q2 2022Q3 20236
Banco de Sabadell, S.A 660.57%0.70%0.82%Q2 2022Q3 20236
SIR Capital Management, L.P. 662.30%2.51%2.66%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.01%0.06%0.09%Q1 2022Q2 20236
CVA Family Office, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
Wambolt & Associates, LLC 660.09%0.22%0.36%Q2 2022Q3 20236
Strategic Global Advisors, LLC 510.05%0.09%0.12%Q1 2022Q3 20236
MOODY NATIONAL BANK TRUST DIVISION 660.03%0.03%0.03%Q2 2022Q3 20236
MARCO INVESTMENT MANAGEMENT LLC 660.02%0.03%0.03%Q2 2022Q3 20236
CAMBRIDGE TRUST CO 660.02%0.02%0.02%Q2 2022Q3 20236
Brookmont Capital Management 662.19%2.46%2.81%Q2 2022Q3 20236
EAGLE ASSET MANAGEMENT INC 660.00%0.00%0.00%Q2 2022Q3 20236
JOHN G ULLMAN & ASSOCIATES INC 660.08%0.09%0.11%Q2 2022Q3 20236
DAVIS R M INC 420.01%0.01%0.01%Q1 2022Q3 20236
CoreFirst Bank & Trust 660.01%0.01%0.02%Q2 2022Q3 20236
Johnson Midwest Financial, LLC 660.01%0.02%0.04%Q2 2022Q3 20236
Columbia Asset Management 660.55%0.59%0.68%Q2 2022Q3 20236
AMERICAN NATIONAL BANK 660.00%0.00%0.02%Q2 2022Q3 20236
CRA Financial Services, LLC 660.07%0.07%0.08%Q2 2022Q3 20236
NewEdge Advisors, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
First Command Financial Services, Inc. 660.00%0.01%0.01%Q1 2022Q2 20236
DELTA ASSET MANAGEMENT LLC/TN 420.02%0.02%0.02%Q1 2022Q3 20236
STOCK YARDS BANK & TRUST CO 660.06%0.06%0.06%Q2 2022Q3 20236
Founders Financial Alliance, LLC 660.15%0.19%0.20%Q2 2022Q3 20236
Stamos Capital Partners, L.P. 662.23%2.58%3.16%Q2 2022Q3 20236
Sugarloaf Wealth Management, LLC 660.02%0.02%0.03%Q2 2022Q3 20236
FULTON BANK, N.A. 660.02%0.02%0.03%Q3 2022Q4 20236
WEDBUSH SECURITIES INC 660.05%0.07%0.08%Q2 2022Q3 20236
BERKSHIRE ASSET MANAGEMENT LLC/PA 330.02%0.03%0.03%Q1 2022Q3 20236
CANTOR FITZGERALD, L. P. 660.42%0.51%0.61%Q2 2022Q3 20236
Janney Montgomery Scott LLC 660.03%0.04%0.04%Q2 2022Q3 20236
Abacus Planning Group, Inc. 660.06%0.07%0.08%Q2 2022Q3 20236
Allspring Global Investments Holdings, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
SCHRODER INVESTMENT MANAGEMENT GROUP 660.00%0.00%0.00%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.22%0.24%0.26%Q2 2022Q3 20236
PDS Planning, Inc 660.04%0.05%0.07%Q2 2022Q3 20236
PRIVATE TRUST CO NA 420.07%0.08%0.11%Q1 2022Q3 20236
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.02%0.09%0.37%Q2 2022Q3 20236
CWA Asset Management Group, LLC 420.03%0.03%0.04%Q1 2022Q3 20236
Eukles Asset Management 660.00%0.00%0.00%Q2 2022Q3 20236
Prime Capital Investment Advisors, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
WELCH & FORBES LLC 660.01%0.01%0.01%Q2 2022Q3 20236
WASHINGTON TRUST Co 660.01%0.01%0.01%Q2 2022Q3 20236
Kingsview Wealth Management, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
SAX WEALTH ADVISORS, LLC 420.05%0.05%0.05%Q1 2022Q3 20236
WEST PACES ADVISORS INC. 660.00%0.00%0.01%Q2 2018Q3 20196
Wealthcare Advisory Partners LLC 660.01%0.03%0.04%Q2 2022Q3 20236
Ramsay, Stattman, Vela & Price, Inc. 660.10%0.11%0.11%Q1 2022Q2 20236
Traynor Capital Management, Inc. 660.13%0.16%0.20%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.02%0.02%0.03%Q2 2022Q3 20236
HOWLAND CAPITAL MANAGEMENT LLC 660.06%0.08%0.09%Q2 2022Q3 20236
Ballew Advisors, Inc 660.19%0.21%0.22%Q2 2022Q3 20236
THOMPSON SIEGEL & WALMSLEY LLC 660.01%0.01%0.02%Q2 2022Q3 20236
BAKER TILLY WEALTH MANAGEMENT, LLC 660.06%0.07%0.10%Q2 2022Q3 20236
LEAVELL INVESTMENT MANAGEMENT, INC. 660.10%0.12%0.14%Q2 2022Q3 20236
Veritable, L.P. 660.03%0.03%0.03%Q1 2022Q2 20236
BOK Financial Private Wealth, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
Alliance Wealth Advisors, LLC 660.19%0.20%0.21%Q2 2022Q3 20236
Truvestments Capital LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Quilter Plc 330.01%0.01%0.01%Q1 2022Q3 20236
JCIC Asset Management Inc. 661.26%1.35%1.48%Q2 2022Q3 20236
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 510.47%0.52%0.57%Q1 2022Q3 20236
COLDSTREAM CAPITAL MANAGEMENT INC 420.01%0.01%0.02%Q1 2022Q3 20236
Argent Trust Co 660.03%0.03%0.04%Q2 2022Q3 20236
Naviter Wealth, LLC 660.58%0.74%0.86%Q2 2022Q3 20236
DORCHESTER WEALTH MANAGEMENT Co 660.04%0.11%0.13%Q1 2022Q2 20236
Lido Advisors, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
GODSEY & GIBB, INC 510.00%0.01%0.03%Q1 2022Q3 20236
Israel Discount Bank of New York 660.77%0.89%1.05%Q2 2022Q3 20236
Clarius Group, LLC 660.06%0.07%0.09%Q2 2022Q3 20236
HOWE & RUSLING INC 330.00%0.09%0.18%Q1 2022Q3 20236
ARS Wealth Advisors Group, LLC 660.64%0.99%1.30%Q2 2022Q3 20236
VOYA INVESTMENT MANAGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
M&T BANK CORP 660.04%0.05%0.06%Q2 2022Q3 20236
Sowell Financial Services LLC 660.08%0.10%0.12%Q2 2022Q3 20236
Pekin Hardy Strauss, Inc. 420.02%0.03%0.04%Q1 2022Q3 20236
Boston Trust Walden Corp 420.00%0.00%0.00%Q1 2022Q3 20236
PSI Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
RESOURCES MANAGEMENT CORP /CT/ /ADV 660.01%0.02%0.02%Q2 2022Q3 20236
tru Independence LLC 661.83%2.07%2.25%Q2 2022Q3 20236
Phoenix Holdings Ltd. 660.02%0.03%0.06%Q2 2022Q3 20236
Jackson, Grant Investment Advisers, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Russell Investments Group, Ltd. 660.05%0.08%0.09%Q2 2022Q3 20236
Bray Capital Advisors 660.03%0.03%0.04%Q2 2022Q3 20236
UMB Bank, n.a. 660.02%0.03%0.04%Q2 2022Q3 20236
JONES FINANCIAL COMPANIES LLLP 660.00%0.00%0.00%Q2 2022Q3 20236
YHB Investment Advisors, Inc. 660.04%0.27%0.43%Q2 2022Q3 20236
Heritage Wealth Advisors 660.00%0.00%0.00%Q1 2022Q2 20236
Janney Capital Management LLC 660.56%0.60%0.70%Q2 2022Q3 20236
Simmons Bank 660.17%0.18%0.19%Q2 2022Q3 20236
BANK OF MONTREAL /CAN/ 420.01%0.02%0.04%Q1 2022Q3 20236
Elevated Capital Advisors, LLC 510.19%0.20%0.24%Q1 2022Q3 20236
LPL Financial LLC 660.02%0.02%0.03%Q2 2022Q3 20236
Edgemoor Investment Advisors, Inc. 660.27%0.75%0.95%Q2 2022Q3 20236
Aries Wealth Management 660.12%0.13%0.14%Q2 2022Q3 20236
Amica Retiree Medical Trust 660.36%0.44%0.70%Q1 2022Q2 20236
Bill Few Associates, Inc. 660.15%0.16%0.18%Q2 2022Q3 20236
VALLEY WEALTH MANAGERS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Curated Wealth Partners LLC 660.04%0.09%0.14%Q2 2022Q3 20236
TIAA, FSB 660.00%0.00%0.00%Q1 2022Q2 20236
Inscription Capital, LLC 660.13%0.23%0.57%Q2 2022Q3 20236
FIRST HAWAIIAN BANK 660.08%0.08%0.09%Q2 2022Q3 20236
Chemistry Wealth Management LLC 420.08%0.09%0.14%Q1 2022Q3 20236
Ameritas Advisory Services, LLC 420.03%0.05%0.09%Q1 2022Q3 20236
Oakworth Capital, Inc. 660.02%0.02%0.03%Q2 2022Q3 20236
Coastal Bridge Advisors, LLC 420.05%0.06%0.07%Q1 2022Q3 20236
Plancorp, LLC 660.03%0.03%0.03%Q2 2022Q3 20236
Cooper Financial Group 660.06%0.07%0.11%Q2 2022Q3 20236
Planned Solutions, Inc. 660.16%0.18%0.21%Q1 2022Q2 20236
CENTRAL TRUST Co 660.02%0.02%0.02%Q2 2022Q3 20236
Eagle Bay Advisors LLC 660.05%0.05%0.05%Q2 2022Q3 20236
Farmers & Merchants Trust Co of Chambersburg PA 660.02%0.03%0.04%Q2 2022Q3 20236
Mattern Wealth Management LLC 660.09%0.11%0.13%Q2 2022Q3 20236
Kistler-Tiffany Companies, LLC 660.04%0.28%0.41%Q1 2022Q2 20236
CAROLINAS WEALTH CONSULTING LLC 510.00%0.00%0.01%Q1 2022Q3 20236
Investors Research Corp 660.17%0.18%0.19%Q2 2022Q3 20236
Itau Unibanco Holding S.A. 660.00%0.13%0.52%Q2 2022Q3 20236
AE Wealth Management LLC 660.01%0.02%0.02%Q2 2022Q3 20236
CAMBIAR INVESTORS LLC 660.01%0.72%1.42%Q2 2022Q3 20236
Dynamic Advisor Solutions LLC 660.02%0.03%0.04%Q2 2022Q3 20236
Asset Dedication, LLC 510.00%0.01%0.02%Q1 2022Q3 20236
Claret Asset Management Corp 661.14%1.21%1.30%Q2 2022Q3 20236
Birch Hill Investment Advisors LLC 660.02%0.02%0.02%Q2 2022Q3 20236
EDMOND DE ROTHSCHILD HOLDING S.A. 660.01%0.01%0.01%Q2 2022Q3 20236
Endurance Wealth Management, Inc. 660.02%0.02%0.02%Q1 2022Q2 20236
REGIONS FINANCIAL CORP 660.02%0.03%0.04%Q2 2022Q3 20236
Lodge Hill Capital, LLC 661.56%2.25%3.40%Q2 2022Q3 20236
FIRST BUSINESS FINANCIAL SERVICES, INC. 660.08%0.10%0.12%Q2 2022Q3 20236
ADVOCATE GROUP LLC 660.70%0.90%1.08%Q2 2022Q3 20236
Glassman Wealth Services 660.02%0.03%0.04%Q2 2022Q3 20236
PRIVATE ASSET MANAGEMENT INC 660.04%0.05%0.07%Q1 2022Q2 20236
CWM, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Raleigh Capital Management Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
BOSTON FINANCIAL MANGEMENT LLC 550.01%0.01%0.01%Q1 2022Q1 20235
VAN ECK ASSOCIATES CORP 550.06%0.10%0.14%Q3 2022Q3 20235
Bison Wealth, LLC 550.32%0.40%0.45%Q3 2022Q3 20235
MAIRS & POWER INC 550.01%0.01%0.01%Q3 2022Q3 20235
Intrua Financial, LLC 550.21%0.24%0.26%Q1 2022Q1 20235
Avalon Investment & Advisory 550.21%0.22%0.22%Q1 2022Q1 20235
Aveo Capital Partners, LLC 410.03%0.04%0.04%Q1 2022Q3 20235
Quinn Opportunity Partners LLC 320.22%0.63%1.32%Q2 2022Q3 20235
PETTYJOHN, WOOD & WHITE, INC 550.15%0.20%0.24%Q3 2022Q3 20235
Crescent Grove Advisors, LLC 550.03%0.04%0.06%Q3 2022Q3 20235
Greystone Financial Group, LLC 550.21%0.27%0.33%Q3 2022Q3 20235
Smithfield Trust Co 550.04%0.04%0.04%Q3 2022Q3 20235
EXCHANGE TRADED CONCEPTS, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Islet Management, LP 440.34%0.69%1.15%Q1 2022Q4 20225
Clal Insurance Enterprises Holdings Ltd 410.01%0.01%0.02%Q1 2022Q3 20235
Community Bank, N.A. 550.00%0.00%0.00%Q1 2022Q1 20235
COERENTE CAPITAL MANAGEMENT 550.12%0.41%0.50%Q1 2022Q1 20235
Johnson Financial Group, Inc. 410.00%0.00%0.00%Q1 2022Q2 20235
Cresset Asset Management, LLC 320.00%0.02%0.08%Q1 2022Q3 20235
HOLLENCREST CAPITAL MANAGEMENT 410.01%0.03%0.11%Q1 2022Q3 20235
Concord Wealth Partners 410.01%0.01%0.01%Q2 2022Q3 20235
FARMERS & MERCHANTS INVESTMENTS INC 550.03%0.03%0.04%Q3 2022Q3 20235
Blueprint Investment Partners LLC 550.07%0.09%0.11%Q1 2022Q1 20235
INFRASTRUCTURE CAPITAL ADVISORS, LLC 410.01%0.06%0.11%Q1 2022Q3 20235
RETIREMENT GUYS FORMULA LLC 550.24%0.44%0.60%Q3 2022Q3 20235
Van Hulzen Asset Management, LLC 550.97%1.15%1.35%Q3 2022Q3 20235
Global Trust Asset Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Retirement Group, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
Tower Research Capital LLC (TRC) 320.00%0.00%0.01%Q1 2022Q2 20235
Tyler-Stone Wealth Management 320.01%0.01%0.02%Q2 2022Q3 20235
TCI Wealth Advisors, Inc. 550.00%0.01%0.01%Q1 2022Q1 20235
Apexium Financial, LP 550.04%0.04%0.04%Q3 2022Q3 20235
Schubert & Co 550.08%0.08%0.09%Q1 2022Q1 20235
Graves Light Lenhart Wealth, Inc. 320.03%0.03%0.04%Q1 2022Q3 20235
IBEX WEALTH ADVISORS 411.68%1.92%2.24%Q2 2022Q3 20235
MACROVIEW INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q1 2022Q1 20235
SAXON INTERESTS, INC. 550.21%0.25%0.32%Q2 2022Q2 20235
Tufton Capital Management 410.03%0.04%0.05%Q1 2022Q3 20235
PointState Capital LP 320.40%1.60%4.00%Q1 2022Q2 20235
FIRST FOUNDATION ADVISORS 550.01%0.02%0.02%Q3 2022Q3 20235
CULLINAN ASSOCIATES INC 410.01%0.01%0.02%Q1 2022Q3 20235
TI-TRUST, INC 410.21%0.22%0.25%Q2 2022Q3 20235
Well Done, LLC 550.08%0.08%0.08%Q1 2022Q1 20235
Financial Gravity Asset Management, Inc. 550.00%0.01%0.05%Q3 2022Q3 20235
Cerity Partners LLC 550.03%0.05%0.06%Q3 2022Q3 20235
THOMAS WHITE INTERNATIONAL LTD 551.25%2.17%2.66%Q2 2022Q2 20235
XR Securities LLC 310.02%0.05%0.14%Q3 2022Q3 20235
City State Bank 550.02%0.03%0.03%Q3 2022Q3 20235
Argyle Capital Management Inc. 550.16%0.17%0.18%Q1 2022Q1 20235
Compagnie Lombard Odier SCmA 550.01%0.01%0.01%Q3 2022Q3 20235
Sendero Wealth Management, LLC 550.24%0.30%0.37%Q3 2022Q3 20235
Cornerstone Wealth Group, LLC 550.48%0.56%0.59%Q1 2022Q1 20235
Independence Bank of Kentucky 550.14%0.16%0.17%Q3 2022Q3 20235
INTRUST BANK NA 550.04%0.06%0.07%Q3 2022Q3 20235
Penserra Capital Management LLC 550.00%0.02%0.04%Q3 2022Q3 20235
Pinnacle Bancorp, Inc. 550.05%0.05%0.05%Q3 2022Q3 20235
Radnor Capital Management, LLC 410.21%0.24%0.25%Q1 2022Q3 20235
EADS & HEALD WEALTH MANAGEMENT 550.12%0.14%0.15%Q3 2022Q3 20235
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.27%0.34%0.45%Q1 2022Q2 20235
Belpointe Asset Management LLC 550.01%0.02%0.02%Q1 2022Q1 20235
Accel Wealth Management 550.02%0.03%0.03%Q1 2022Q1 20235
BARRETT & COMPANY, INC. 550.04%0.04%0.04%Q3 2022Q3 20235
Ignite Planners, LLC 550.16%0.20%0.27%Q3 2022Q3 20235
BRIGHTON JONES LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Red Tortoise LLC 410.00%0.00%0.00%Q3 2021Q3 20235
TrinityPoint Wealth, LLC 550.11%0.12%0.13%Q3 2022Q3 20235
TD Capital Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Mawer Investment Management Ltd. 550.97%1.31%1.53%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.08%0.12%0.27%Q3 2022Q3 20235
Qube Research & Technologies Ltd 210.01%0.08%0.16%Q1 2022Q3 20235
RDA Financial Network 410.10%0.11%0.12%Q2 2022Q3 20235
Gryphon Financial Partners LLC 550.10%0.12%0.12%Q3 2022Q3 20235
UNITED FIRE GROUP INC 551.30%1.50%1.66%Q1 2022Q1 20235
PINNACLE FINANCIAL PARTNERS INC 550.01%0.05%0.21%Q3 2022Q3 20235
HOLDERNESS INVESTMENTS CO 410.08%0.09%0.10%Q1 2022Q3 20235
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.01%0.01%0.01%Q3 2022Q3 20235
HighTower Trust Company, N.A. 550.10%0.11%0.12%Q1 2022Q1 20235
Ten Capital Wealth Advisors, LLC 550.00%0.01%0.02%Q1 2022Q1 20235
TCWP LLC 410.02%0.07%0.18%Q1 2022Q3 20235
Cornerstone Management, Inc. 550.00%0.00%0.00%Q1 2022Q1 20235
First National Bank of South Miami 550.01%0.01%0.01%Q2 2022Q2 20235
Western Wealth Management, LLC 410.02%0.03%0.04%Q2 2022Q3 20235
GQG Partners LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Summit Global Investments 550.04%0.06%0.07%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.11%0.12%0.14%Q3 2022Q3 20235
Quantinno Capital Management LP 410.03%0.08%0.16%Q2 2022Q3 20235
ACADIAN ASSET MANAGEMENT LLC 210.00%0.01%0.03%Q1 2022Q3 20235
NORTHWEST INVESTMENT COUNSELORS, LLC 550.00%0.02%0.03%Q1 2022Q1 20235
Van Cleef Asset Management,Inc 550.03%0.04%0.04%Q1 2022Q1 20235
44 WEALTH MANAGEMENT LLC 550.09%0.14%0.17%Q2 2022Q2 20235
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 550.10%0.11%0.13%Q3 2022Q3 20235
ADELL HARRIMAN & CARPENTER INC 550.08%0.30%0.60%Q3 2022Q3 20235
DOLIVER ADVISORS, LP 550.06%0.07%0.08%Q4 2022Q4 20235
INVESTMENT MANAGEMENT OF VIRGINIA LLC 550.45%0.49%0.51%Q1 2022Q1 20235
One Wealth Advisors, LLC 550.09%0.10%0.11%Q2 2022Q2 20235
Altshuler Shaham Ltd 550.01%0.02%0.05%Q3 2022Q3 20235
HBK Sorce Advisory LLC 320.04%0.05%0.06%Q1 2022Q3 20235
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 410.01%0.01%0.01%Q2 2022Q3 20235
Baron Wealth Management LLC 550.21%0.23%0.26%Q4 2022Q4 20235
Calamos Advisors LLC 330.02%0.03%0.04%Q1 2022Q3 20225
COMERICA SECURITIES,INC. 320.01%0.02%0.05%Q1 2022Q2 20235
CREDIT SUISSE AG/ 550.00%0.02%0.03%Q1 2022Q1 20235
MBE Wealth Management, LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Laurel Wealth Advisors, Inc. 440.04%0.05%0.05%Q1 2022Q4 20224
Aptus Capital Advisors, LLC 220.01%0.01%0.01%Q3 2022Q3 20234
Shay Capital LLC 210.04%0.30%0.84%Q1 2022Q4 20224
XTX Topco Ltd 440.08%0.16%0.23%Q4 2022Q3 20234
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.01%0.01%0.02%Q2 2022Q3 20234
Mendota Financial Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.58%0.60%0.64%Q4 2022Q3 20234
Energy Opportunities Capital Management, LLC 441.89%1.94%1.99%Q1 2022Q4 20224
StrongBox Wealth, LLC 440.19%0.26%0.30%Q1 2023Q4 20234
Y.D. More Investments Ltd 440.02%0.05%0.10%Q4 2022Q3 20234
Corient Private Wealth LLC 440.06%0.08%0.09%Q4 2022Q3 20234
Harvest Portfolios Group Inc. 440.87%0.94%1.06%Q4 2022Q3 20234
Summit X, LLC 310.06%0.07%0.09%Q3 2022Q3 20234
HF Advisory Group, LLC 440.95%1.05%1.16%Q4 2022Q3 20234
Cribstone Capital Management, LLC 440.01%0.01%0.01%Q1 2022Q4 20224
Optiver Holding B.V. 440.01%0.07%0.11%Q1 2022Q4 20224
TRANSCEND CAPITAL ADVISORS, LLC 310.02%0.03%0.05%Q3 2022Q3 20234
WNY Asset Management, LLC 440.11%0.19%0.23%Q4 2022Q3 20234
Quadrant Private Wealth Management, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Advisors Capital Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.07%0.09%0.14%Q4 2022Q3 20234
Mutual Advisors, LLC 310.01%0.02%0.03%Q3 2022Q3 20234
STONEBRIDGE CAPITAL MANAGEMENT INC 440.15%0.17%0.18%Q1 2022Q4 20224
Ellevest, Inc. 440.00%0.01%0.02%Q2 2022Q1 20234
NOESIS CAPITAL MANGEMENT CORP 220.05%0.06%0.06%Q1 2022Q2 20234
St. Johns Investment Management Company, LLC 440.16%0.23%0.26%Q1 2022Q4 20224
1832 Asset Management L.P. 310.02%0.04%0.07%Q1 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
SEAVIEW INVESTMENT MANAGERS LLC 442.31%2.48%2.70%Q4 2022Q3 20234
ELLERSON GROUP INC /ADV 440.40%0.45%0.49%Q4 2022Q3 20234
Red Cedar Capital, LLC 440.19%0.20%0.21%Q1 2022Q4 20224
Bank Pictet & Cie (Europe) AG 440.02%0.02%0.02%Q1 2022Q4 20224
CALDWELL SUTTER CAPITAL, INC. 440.03%0.04%0.05%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.01%0.12%0.16%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.00%0.00%0.00%Q2 2022Q3 20234
NORGES BANK 440.15%0.15%0.16%Q1 2022Q4 20224
Triasima Portfolio Management inc. 440.02%0.02%0.02%Q4 2022Q3 20234
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.03%0.04%0.04%Q2 2022Q1 20234
Worth Asset Management, LLC 310.01%0.03%0.04%Q1 2022Q2 20234
Bleakley Financial Group, LLC 440.18%0.19%0.22%Q4 2022Q3 20234
Personal Capital Advisors Corp 440.00%0.00%0.00%Q1 2022Q4 20224
Sepio Capital, LP 440.02%0.02%0.02%Q4 2022Q3 20234
Rafferty Asset Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
MBA Advisors LLC 440.21%0.26%0.28%Q1 2022Q4 20224
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
Jefferies Group LLC 220.00%0.01%0.04%Q1 2022Q2 20224
BANK OF NOVA SCOTIA 310.00%0.01%0.02%Q1 2022Q1 20234
Foundations Investment Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Colonial Trust Advisors 440.00%0.01%0.02%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
YorkBridge Wealth Partners, LLC 440.11%0.11%0.12%Q1 2022Q4 20224
Merit Financial Group, LLC 310.01%0.01%0.01%Q2 2022Q2 20234
SPX Gestao de Recursos Ltda 311.70%3.90%5.46%Q2 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.05%0.07%Q2 2022Q1 20234
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 440.01%0.54%1.11%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.88%1.09%1.22%Q4 2022Q3 20234
True Wealth Design, LLC 440.28%0.32%0.36%Q4 2022Q3 20234
Ellsworth Advisors, LLC 440.17%0.26%0.32%Q4 2022Q3 20234
Circle Wealth Management, LLC 440.02%0.04%0.06%Q4 2022Q3 20234
Palogic Value Management, L.P. 442.38%2.57%2.77%Q4 2022Q3 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210.00%0.03%0.10%Q1 2022Q3 20234
Goodman Financial Corp 440.06%0.06%0.07%Q4 2022Q3 20234
Twin Tree Management, LP 210.01%0.03%0.06%Q1 2022Q2 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.02%Q4 2022Q3 20234
AlphaQ Advisors LLC 440.20%0.33%0.40%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.11%0.13%0.14%Q4 2022Q3 20234
Fiduciary Group LLC 310.01%0.02%0.03%Q1 2022Q3 20234
Hudock, Inc. 440.07%0.07%0.08%Q1 2022Q4 20224
Crocodile Capital Partners GmbH 447.82%14.48%19.22%Q4 2022Q3 20234
TRUSTCORE FINANCIAL SERVICES, LLC 440.02%0.02%0.02%Q1 2022Q4 20224
TCW GROUP INC 440.01%0.01%0.01%Q1 2022Q4 20224
Trinity Legacy Partners, LLC 440.08%0.08%0.08%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
WIN ADVISORS, INC 440.01%0.03%0.07%Q1 2022Q4 20224
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
Castleview Partners, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Systrade AG 441.39%7.05%14.72%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Schonfeld Strategic Advisors LLC 310.18%0.30%0.48%Q1 2022Q3 20234
Miracle Mile Advisors, LLC 440.04%0.06%0.09%Q4 2022Q3 20234
APPLETON PARTNERS INC/MA 310.02%0.02%0.02%Q1 2022Q4 20234
MCDONALD PARTNERS LLC 440.08%0.16%0.30%Q1 2022Q4 20224
Resurgent Financial Advisors LLC 440.14%0.31%0.40%Q4 2022Q3 20234
Crescent Sterling, Ltd. 441.24%1.33%1.46%Q4 2022Q3 20234
TITLEIST CAPITAL, LLC 440.05%0.06%0.07%Q1 2022Q4 20224
Integrated Investment Consultants, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
High Net Worth Advisory Group LLC 440.01%0.02%0.03%Q1 2022Q4 20224
Sageworth Trust Co of South Dakota 440.01%0.02%0.03%Q1 2022Q4 20224
GYL FINANCIAL SYNERGIES, LLC 440.13%0.24%0.42%Q4 2022Q3 20234
SFMG, LLC 440.02%0.03%0.03%Q1 2022Q4 20224
DFPG INVESTMENTS, LLC 440.06%0.07%0.10%Q4 2022Q3 20234
TIEDEMANN ADVISORS, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
ST GERMAIN D J CO INC 310.00%0.01%0.02%Q4 2022Q4 20234
Grove Bank & Trust 440.02%0.02%0.03%Q4 2022Q3 20234
Key Client Fiduciary Advisors, LLC 440.18%0.19%0.21%Q4 2022Q3 20234
New Republic Capital, LLC 440.25%0.29%0.34%Q4 2022Q3 20234
Capricorn Fund Managers Ltd 220.38%1.77%3.15%Q1 2022Q1 20234
GOFEN & GLOSSBERG LLC /IL/ 440.04%0.04%0.05%Q1 2022Q4 20224
Goodwin Investment Advisory 440.00%0.00%0.00%Q1 2022Q4 20224
Walleye Capital LLC 110.00%0.01%0.01%Q1 2023Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.15%0.18%0.20%Q4 2022Q3 20234
BOENNING & SCATTERGOOD, INC. 440.24%0.26%0.28%Q1 2022Q4 20224
Moran Wealth Management, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.39%0.40%0.41%Q4 2022Q3 20234
Mechanics Bank Trust Department 440.03%0.04%0.04%Q4 2022Q3 20234
Brinker Capital Investments, LLC 440.06%0.06%0.06%Q1 2022Q4 20224
Outlook Wealth Advisors, LLC 440.09%0.11%0.14%Q4 2022Q3 20234
PICTET ASSET MANAGEMENT SA 440.01%0.02%0.05%Q2 2022Q1 20234
Spectrum Asset Management, Inc. (NB/CA) 440.14%0.16%0.17%Q1 2022Q4 20224
Park Place Capital Corp 440.02%0.03%0.04%Q4 2022Q3 20234
Artisan Partners Limited Partnership 440.00%0.05%0.08%Q1 2022Q4 20224
RFP Financial Group LLC 440.06%0.08%0.09%Q4 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.18%0.19%0.21%Q4 2022Q3 20234
Syverson Strege & Co 440.04%0.04%0.06%Q2 2022Q1 20234
Gallacher Capital Management LLC 440.20%0.26%0.33%Q4 2022Q3 20234
SHELTON CAPITAL MANAGEMENT 440.02%0.03%0.06%Q1 2022Q4 20224
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 440.02%0.02%0.03%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 210.02%0.06%0.09%Q1 2022Q3 20234
Northwest Bancshares, Inc. 210.04%0.04%0.05%Q1 2022Q3 20234
AFS Financial Group, LLC 440.20%0.21%0.22%Q4 2022Q3 20234
Pendal Group Ltd 441.88%2.30%2.63%Q1 2022Q4 20224
Northstar Advisory Group, LLC 440.16%0.18%0.20%Q1 2022Q4 20224
Wallace Advisory Group, LLC 440.32%0.35%0.37%Q4 2022Q3 20234
Argent Advisors, Inc. 310.11%0.11%0.12%Q1 2022Q3 20234
Strengthening Families & Communities, LLC 330.00%0.04%0.07%Q1 2023Q3 20233
RMR Wealth Builders 210.03%0.04%0.05%Q4 2022Q3 20233
Institute for Wealth Management, LLC. 110.04%0.04%0.04%Q1 2022Q3 20233
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.02%0.02%0.03%Q1 2023Q3 20233
Ahrens Investment Partners LLC 210.04%0.09%0.16%Q1 2022Q1 20233
Covenant Partners, LLC 210.12%0.23%0.37%Q1 2022Q3 20233
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
Aquatic Capital Management LLC 210.06%0.19%0.37%Q2 2022Q2 20233
LEVIN CAPITAL STRATEGIES, L.P. 210.04%0.04%0.04%Q2 2022Q3 20233
IHT Wealth Management, LLC 210.02%0.02%0.02%Q3 2022Q3 20233
Cascade Investment Advisors, Inc. 210.12%0.13%0.14%Q1 2022Q1 20233
America First Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Retirement Investment Advisors, Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
GTS SECURITIES LLC 220.02%0.02%0.02%Q2 2023Q3 20233
PFG Investments, LLC 330.11%0.13%0.14%Q1 2023Q3 20233
Ruffer LLP 210.02%0.63%1.84%Q1 2022Q1 20233
COUNTRY TRUST BANK 330.00%0.00%0.00%Q2 2023Q4 20233
MARSHALL WACE, LLP 210.00%0.02%0.04%Q4 2022Q3 20233
Annapolis Financial Services, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Private Capital Management, LLC 330.04%0.06%0.07%Q1 2023Q3 20233
INSIGNEO ADVISORY SERVICES, LLC 330.31%0.38%0.44%Q1 2023Q3 20233
OPTIMUM INVESTMENT ADVISORS 330.01%0.02%0.02%Q2 2022Q4 20223
F3Logic, LLC 330.16%0.18%0.19%Q2 2022Q4 20223
Nalls Sherbakoff Group, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BLUESTEIN R H & CO LLC 330.02%0.04%0.07%Q1 2022Q3 20223
CAUSEWAY CAPITAL MANAGEMENT LLC 210.25%0.62%0.82%Q1 2022Q3 20233
McAdam, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Spectrum Management Group, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
DELTEC ASSET MANAGEMENT LLC 330.89%0.94%0.98%Q1 2023Q3 20233
Gallagher Fiduciary Advisors, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Renaissance Technologies 210.05%0.09%0.16%Q1 2022Q2 20233
CPWM, LLC 330.05%0.06%0.06%Q1 2022Q3 20223
Perpetual Ltd 330.01%1.70%2.59%Q1 2023Q3 20233
HRT FINANCIAL LP 210.01%0.02%0.04%Q4 2022Q3 20233
Fund Management at Engine No. 1 LLC 330.51%1.15%1.49%Q1 2022Q3 20223
Providence Capital Advisors, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Great Diamond Partners, LLC 330.16%0.17%0.19%Q1 2023Q3 20233
DRW Securities, LLC 330.00%0.04%0.07%Q1 2023Q3 20233
BOURGEON CAPITAL MANAGEMENT LLC 330.00%0.01%0.01%Q1 2023Q3 20233
TBH Global Asset Management, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Destiny Wealth Partners, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
CHOREO, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
EPG Wealth Management LLC 330.08%0.09%0.09%Q1 2022Q3 20223
Equitable Holdings, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
SPROTT INC. 110.01%0.02%0.02%Q1 2022Q3 20233
Byrne Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
SCP Investment, LP 330.21%0.30%0.47%Q1 2023Q3 20233
Aaron Wealth Advisors LLC 110.01%0.04%0.08%Q1 2022Q3 20233
Boit C F David 330.08%0.08%0.09%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
CHARTWELL INVESTMENT PARTNERS, LLC 330.34%0.35%0.35%Q1 2022Q3 20223
Covington Capital Management 330.04%0.07%0.09%Q1 2022Q3 20223
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 330.00%0.01%0.01%Q1 2023Q3 20233
P.A.W. CAPITAL CORP 331.03%1.22%1.34%Q1 2022Q3 20223
American Portfolios Advisors 330.04%0.04%0.05%Q1 2022Q3 20223
Single Point Partners, LLC 330.08%0.08%0.08%Q3 2022Q1 20233
Sandbox Financial Partners, LLC 330.13%0.14%0.14%Q1 2023Q3 20233
Orion Capital Management LLC 330.01%0.02%0.04%Q1 2022Q3 20223
ROOSEVELT INVESTMENT GROUP LLC 330.09%0.10%0.10%Q1 2022Q3 20223
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Telemetry Investments, L.L.C. 330.74%0.85%1.04%Q1 2022Q3 20223
CFS Investment Advisory Services, LLC 210.02%0.03%0.04%Q1 2022Q2 20233
Buckley Wealth Management, LLC 210.10%0.11%0.13%Q1 2022Q2 20233
WULFF, HANSEN & CO. 330.27%0.31%0.33%Q1 2022Q3 20223
Savant Capital, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
MUFG Americas Holdings Corp 330.04%0.04%0.04%Q1 2022Q3 20223
B. Metzler seel. Sohn & Co. AG 330.08%0.08%0.09%Q1 2023Q3 20233
Hartford Financial Management Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Waldron Private Wealth LLC 330.01%0.01%0.01%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 331.48%1.53%1.55%Q1 2023Q3 20233
American Research & Management Co. 330.02%0.02%0.02%Q1 2022Q3 20223
Teilinger Capital Ltd. 330.83%1.49%2.44%Q1 2023Q3 20233
Vident Investment Advisory, LLC 330.02%0.04%0.06%Q4 2022Q2 20233
Old North State Trust, LLC 330.05%0.05%0.06%Q3 2022Q1 20233
Icon Wealth Partners, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
OLD SECOND NATIONAL BANK OF AURORA 330.01%0.01%0.01%Q1 2022Q3 20223
Keudell/Morrison Wealth Management 330.06%0.07%0.09%Q1 2023Q3 20233
Ashfield Capital Partners, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
AVITY INVESTMENT MANAGEMENT INC. 210.02%0.02%0.02%Q1 2022Q3 20233
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 330.01%0.01%0.01%Q1 2023Q3 20233
FourThought Financial, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Selective Wealth Management, Inc. 330.01%0.02%0.02%Q1 2022Q3 20223
MONECO Advisors, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
CenterStar Asset Management, LLC 110.26%0.45%0.79%Q4 2022Q4 20223
LEO BROKERAGE, LLC 210.05%0.06%0.08%Q1 2022Q2 20233
1900 WEALTH MANAGEMENT LLC 210.02%0.02%0.02%Q1 2022Q3 20233
Financial Enhancement Group LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Capital Wealth Planning, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Ballentine Partners, LLC 210.01%0.01%0.01%Q1 2022Q3 20233
Missouri Trust & Investment Co 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.04%0.04%0.04%Q4 2022Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.03%0.03%0.04%Q1 2023Q3 20233
Gabalex Capital Management LLC 336.33%7.16%7.59%Q1 2022Q3 20223
EATON VANCE MANAGEMENT 330.01%0.01%0.01%Q1 2022Q3 20223
ACG Wealth 330.72%0.76%0.81%Q1 2022Q3 20223
SAGE PRIVATE WEALTH GROUP, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Symphony Financial, Ltd. Co. 330.07%0.07%0.08%Q1 2022Q3 20223
COMERICA BANK 330.04%0.04%0.05%Q2 2022Q4 20223
John W. Brooker & Co., CPAs 330.00%0.00%0.00%Q1 2022Q3 20223
MEYER HANDELMAN CO 330.01%0.01%0.01%Q4 2022Q2 20233
MidWestOne Financial Group, Inc. 330.12%0.16%0.21%Q1 2023Q3 20233
Ethic Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Asio Capital, LLC 330.63%0.79%0.94%Q1 2023Q3 20233
VitalStone Financial, LLC 210.01%0.02%0.02%Q4 2022Q3 20233
KAYNE ANDERSON CAPITAL ADVISORS LP 330.04%0.19%0.27%Q1 2022Q3 20223
Center for Financial Planning, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
FLPUTNAM INVESTMENT MANAGEMENT CO 330.01%0.01%0.01%Q1 2023Q3 20233
STABLEFORD CAPITAL II LLC 330.66%0.73%0.84%Q2 2022Q4 20223
TOWER BRIDGE ADVISORS 210.02%0.02%0.02%Q1 2022Q1 20233
Joel Isaacson & Co., LLC 210.01%0.02%0.02%Q4 2022Q3 20233
EAGLE CAPITAL MANAGEMENT LLC 333.36%4.25%5.06%Q1 2023Q3 20233
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2022Q3 20223
Turim 21 Investimentos Ltda. 210.01%0.03%0.08%Q3 2022Q3 20233
WOLFF WIESE MAGANA LLC 330.03%0.04%0.04%Q1 2022Q3 20223
Cable Hill Partners, LLC 210.04%0.07%0.14%Q1 2022Q4 20223
C M BIDWELL & ASSOCIATES LTD 330.06%0.06%0.07%Q1 2022Q3 20223
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cassady Schiller Wealth Management, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
SEVEN EIGHT CAPITAL, LP 110.09%0.18%0.27%Q1 2022Q3 20233
Corient Capital Partners, LLC 330.16%0.18%0.20%Q1 2022Q3 20223
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 210.06%0.34%0.58%Q1 2022Q4 20223
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 330.07%0.07%0.07%Q1 2023Q3 20233
Skye Global Management LP 330.54%0.66%0.88%Q1 2023Q3 20233
REGENTATLANTIC CAPITAL LLC 330.01%0.01%0.02%Q1 2022Q3 20223
Recurrent Investment Advisors LLC 210.00%0.24%0.39%Q4 2022Q3 20233
Laurion Capital Management LP 210.12%0.13%0.16%Q2 2022Q1 20233
Phillips Wealth Planners LLC 330.32%0.35%0.38%Q1 2023Q3 20233
Sage Mountain Advisors LLC 330.06%0.06%0.06%Q1 2023Q3 20233
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Advisor OS, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
LSV ASSET MANAGEMENT 220.01%0.01%0.01%Q2 2023Q3 20232
NorthCrest Asset Manangement, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Fieldpoint Private Securities, LLC 220.06%0.06%0.06%Q1 2022Q2 20222
Patriot Financial Group Insurance Agency, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
McClarren Financial Advisors, Inc. 220.02%0.03%0.03%Q2 2023Q3 20232
Fidelis Capital Partners, LLC 220.08%0.08%0.09%Q2 2023Q3 20232
COWEN AND COMPANY, LLC 110.00%0.01%0.02%Q1 2022Q1 20222
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.01%Q1 2022Q2 20222
TCG Advisory Services, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
CFM WEALTH PARTNERS LLC 220.05%0.05%0.05%Q1 2023Q2 20232
Private Capital Group, LLC 220.04%0.08%0.11%Q1 2022Q2 20222
Coppell Advisory Solutions Corp. 220.39%0.40%0.40%Q4 2022Q1 20232
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2022Q2 20222
Barrett Asset Management, LLC 220.16%0.19%0.22%Q4 2021Q1 20222
Lloyd Advisory Services, LLC. 110.00%0.07%0.14%Q1 2022Q3 20232
Disciplined Equity Management, Inc. 220.08%0.08%0.08%Q2 2022Q3 20222
Intelligence Driven Advisers, LLC 220.04%0.04%0.05%Q3 2022Q4 20222
GPS Wealth Strategies Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Weiss Multi-Strategy Advisers LLC 110.12%0.13%0.14%Q1 2022Q2 20232
Impact Partnership Wealth, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Transamerica Financial Advisors, Inc. 220.01%0.01%0.01%Q2 2022Q3 20222
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ALTFEST L J & CO INC 220.03%0.03%0.03%Q2 2023Q3 20232
ENGINE NO. 1 LLC 226.55%7.88%9.22%Q2 2022Q3 20222
Legacy Capital Wealth Partners, LLC 110.08%0.09%0.11%Q1 2023Q3 20232
Intersect Capital LLC 220.10%0.11%0.12%Q1 2022Q2 20222
Concorde Financial Corp 220.02%0.02%0.02%Q3 2022Q4 20222
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 110.02%0.02%0.02%Q1 2022Q4 20222
MARSHALL & SULLIVAN INC /WA/ 110.04%0.05%0.05%Q2 2022Q4 20222
Vectors Research Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
FirstPurpose Wealth LLC 220.17%0.17%0.17%Q2 2022Q3 20222
L1 Capital Pty Ltd 223.08%4.90%6.71%Q2 2023Q3 20232
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q2 2022Q3 20222
Altman Advisors, Inc. 110.21%0.55%0.89%Q1 2023Q3 20232
Leelyn Smith, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
ORG Partners LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Liontrust Investment Partners LLP 220.12%0.15%0.18%Q2 2022Q3 20222
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.00%0.00%0.01%Q2 2023Q3 20232
HCR Wealth Advisors 220.04%0.05%0.05%Q2 2023Q3 20232
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
J. Goldman & Co LP 220.12%0.14%0.16%Q1 2022Q2 20222
NORTHCAPE WEALTH MANAGEMENT, LLC 110.09%0.09%0.10%Q1 2022Q3 20222
Lantz Financial LLC 220.08%0.09%0.10%Q2 2023Q3 20232
Reynolds Investment Management, Inc. 220.14%0.15%0.16%Q1 2022Q2 20222
Badgley Phelps Wealth Managers, LLC 110.01%0.01%0.01%Q2 2022Q1 20232
US FINANCIAL ADVISORS, LLC 220.11%0.12%0.12%Q2 2022Q3 20222
Portside Wealth Group, LLC 220.38%0.38%0.39%Q2 2023Q3 20232
Susquehanna International Securities, Ltd. 220.20%0.21%0.22%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.02%0.03%0.03%Q3 2022Q4 20222
TRUST CO OF TOLEDO NA /OH/ 220.14%0.16%0.18%Q3 2023Q4 20232
Burleson & Company, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
ADVISOR PARTNERS LLC 220.07%0.08%0.09%Q1 2022Q2 20222
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 220.16%0.17%0.18%Q1 2022Q2 20222
Palisade Asset Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
TFC Financial Management, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
PFG Advisors 220.02%0.02%0.02%Q2 2023Q3 20232
Tranquility Partners, LLC 220.10%0.10%0.10%Q2 2023Q3 20232
ARDSLEY ADVISORY PARTNERS LP 110.02%0.02%0.02%Q2 2022Q2 20222
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Lunt Capital Management, Inc. 220.18%0.18%0.18%Q2 2023Q3 20232
BREWIN DOLPHIN LTD 220.00%0.00%0.00%Q1 2022Q2 20222
TOTAL INVESTMENT MANAGEMENT INC 220.14%0.15%0.16%Q1 2022Q2 20222
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.17%0.18%0.20%Q1 2022Q2 20222
Vestcor Inc 220.10%0.10%0.10%Q1 2022Q2 20222
Y-Intercept (Hong Kong) Ltd 220.13%0.21%0.29%Q2 2023Q3 20232
WHITE PINE CAPITAL LLC 220.08%0.08%0.09%Q1 2022Q2 20222
CAAS CAPITAL MANAGEMENT LP 110.01%0.02%0.03%Q2 2023Q2 20232
Summit Trail Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.13%0.19%0.25%Q2 2022Q3 20222
WEDGEWOOD INVESTORS INC /PA/ 220.26%0.27%0.29%Q1 2022Q2 20222
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.02%0.03%Q2 2022Q1 20232
SEVEN MILE ADVISORY 220.32%0.32%0.33%Q2 2023Q3 20232
Operose Advisors LLC 110.00%0.01%0.01%Q4 2022Q3 20232
BigSur Wealth Management LLC 220.10%0.11%0.12%Q2 2023Q3 20232
Zweig-DiMenna Associates LLC 110.20%0.27%0.34%Q1 2022Q3 20232
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
Soros Fund Management 110.04%0.06%0.08%Q1 2022Q3 20222
CRAWFORD INVESTMENT COUNSEL INC 220.01%0.01%0.02%Q2 2023Q3 20232
FOSTER DYKEMA CABOT & CO INC/MA 220.02%0.02%0.02%Q2 2023Q3 20232
Encompass Capital Advisors LLC 222.49%2.54%2.59%Q4 2022Q1 20232
Advance Capital Management, Inc. 220.02%0.02%0.03%Q2 2023Q3 20232
MEITAV INVESTMENT HOUSE LTD 220.03%0.03%0.03%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.00%0.05%0.10%Q2 2022Q2 20232
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 220.00%0.00%0.00%Q1 2022Q2 20222
Quantbot Technologies LP 110.00%0.03%0.06%Q4 2022Q3 20232
Bangor Savings Bank 220.00%0.00%0.00%Q2 2022Q3 20222
OLD REPUBLIC INTERNATIONAL CORP 220.36%0.39%0.41%Q1 2022Q2 20222
Verdad Advisers, LP 221.45%1.46%1.48%Q2 2022Q3 20222
Venturi Wealth Management, LLC 110.00%0.01%0.01%Q1 2023Q3 20232
Financial Sense Advisors, Inc. 220.09%0.09%0.10%Q2 2023Q3 20232
Allianz Asset Management GmbH 220.00%0.00%0.00%Q1 2022Q2 20222
BLUEFIN CAPITAL MANAGEMENT, LLC 220.05%0.08%0.12%Q1 2022Q2 20222
Chiron Investment Management, LLC 223.92%4.84%5.77%Q3 2022Q4 20222
Coston, McIsaac & Partners 220.00%0.01%0.02%Q2 2023Q3 20232
CNB Bank 220.00%0.00%0.00%Q2 2022Q3 20222
Marcum Wealth, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Trexquant Investment LP 220.05%0.09%0.13%Q1 2023Q2 20232
Beacon Financial Advisory LLC 220.12%0.12%0.12%Q2 2023Q3 20232
Nemes Rush Group LLC 220.01%0.01%0.01%Q2 2023Q3 20232
INVESTMENT ADVISORY SERVICES INC /TX /ADV 220.30%0.30%0.30%Q1 2022Q2 20222
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q1 2023Q2 20232
Coronation Fund Managers Ltd. 220.03%0.03%0.04%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2023Q3 20232
Trust Co 220.00%0.00%0.00%Q2 2023Q3 20232
Freedom Investment Management, Inc. 220.11%0.12%0.12%Q2 2023Q3 20232
Tempus Wealth Planning, LLC 220.12%0.13%0.13%Q1 2023Q2 20232
Pale Fire Capital SE 2223.83%29.50%35.16%Q2 2023Q3 20232
Bayesian Capital Management, LP 110.13%0.24%0.36%Q4 2022Q2 20232
apricus wealth, LLC 220.61%0.77%0.94%Q2 2023Q3 20232
WealthPlan Investment Management, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
B. Riley Wealth Management, Inc. 220.00%0.02%0.03%Q1 2022Q2 20222
Altium Wealth Management LLC 220.04%0.08%0.12%Q1 2022Q2 20222
Clarity Financial LLC 110.04%0.05%0.05%Q3 2022Q3 20232
Addison Capital Co 220.15%0.16%0.18%Q2 2023Q3 20232
ARVEST TRUST CO N A 220.02%0.02%0.02%Q3 2022Q4 20222
Beverly Hills Private Wealth, LLC 220.04%0.07%0.10%Q2 2023Q3 20232
Campbell & CO Investment Adviser LLC 110.04%0.14%0.25%Q4 2022Q3 20232
Brown Advisory Securities, LLC 220.27%0.34%0.41%Q1 2022Q2 20222
Headlands Technologies LLC 110.02%0.34%0.67%Q1 2023Q3 20232
UNION SAVINGS BANK 220.05%0.06%0.06%Q2 2023Q3 20232
UBS OCONNOR LLC 220.04%0.04%0.04%Q2 2022Q3 20222
Bellecapital International Ltd. 220.10%0.13%0.15%Q1 2022Q2 20222
WealthPLAN Partners, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
CASTLE WEALTH MANAGEMENT LLC 220.06%0.06%0.06%Q2 2022Q3 20222
CoreCap Advisors, LLC 110.01%0.04%0.08%Q2 2022Q4 20222
Ramirez Asset Management, Inc. 112.73%2.73%2.73%Q3 2023Q3 20231
Invenomic Capital Management LP 110.66%0.66%0.66%Q3 2023Q3 20231
GFS Advisors, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
KARLINSKI ANDREW C 110.01%0.01%0.01%Q2 2022Q2 20221
Choate Investment Advisors 110.02%0.02%0.02%Q3 2023Q3 20231
DAVIDSON KEMPNER PARTNERS 110.91%0.91%0.91%Q1 2023Q1 20231
Axiom Investment Management LLC 110.02%0.02%0.02%Q3 2022Q3 20221
NOMURA HOLDINGS INC 110.03%0.03%0.03%Q2 2022Q2 20221
WEST BANCORPORATION INC 110.04%0.04%0.04%Q3 2022Q3 20221
Mayflower Financial Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Gallagher Benefit Services, Inc. 110.19%0.19%0.19%Q4 2022Q4 20221
SkyOak Wealth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Armstrong, Fleming & Moore, Inc 110.22%0.22%0.22%Q2 2023Q2 20231
Hamilton Capital, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Independent Family Office, LLC 110.09%0.09%0.09%Q1 2022Q1 20221
GOODWIN DANIEL L 110.10%0.10%0.10%Q1 2023Q1 20231
Richard Bernstein Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
MOORE CAPITAL MANAGEMENT, LP 110.05%0.05%0.05%Q4 2022Q4 20221
Kovitz Investment Group Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
M Holdings Securities, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
WESPAC Advisors, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
Flaharty Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Callan Capital, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.04%0.04%0.04%Q3 2023Q3 20231
Graham Capital Management, L.P. 110.04%0.04%0.04%Q3 2023Q3 20231
Falcon Wealth Planning 110.22%0.22%0.22%Q1 2022Q1 20221
FORA Capital, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Lighthouse Investment Partners, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
ADAMS NATURAL RESOURCES FUND, INC. 110.26%0.26%0.26%Q1 2022Q1 20221
Main Street Financial Solutions, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Farmer Steven Patrick 110.01%0.01%0.01%Q2 2022Q2 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
DIXON HUBARD FEINOUR & BROWN INC/VA 110.02%0.02%0.02%Q1 2022Q1 20221
AXQ CAPITAL, LP 110.19%0.19%0.19%Q4 2022Q4 20221
SlateStone Wealth, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
KINGS POINT CAPITAL MANAGEMENT 111.41%1.41%1.41%Q1 2022Q1 20221
IFS Advisors, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 110.03%0.03%0.03%Q4 2022Q4 20221
Senator Investment Group LP 115.03%5.03%5.03%Q2 2022Q2 20221
Redhawk Wealth Advisors, Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
MCMILLION CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q2 2022Q2 20221
ROYAL LONDON ASSET MANAGEMENT LTD 110.01%0.01%0.01%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.20%0.20%0.20%Q3 2023Q3 20231
Kalos Management, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
TRUST CO OF VIRGINIA /VA 110.03%0.03%0.03%Q3 2023Q3 20231
Fortis Group Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Keystone Financial Group 110.03%0.03%0.03%Q3 2023Q3 20231
Plan Group Financial, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Rise Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Waverly Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.05%0.05%0.05%Q3 2023Q3 20231
Azimuth Capital Management LLC 110.20%0.20%0.20%Q1 2022Q1 20221
Penobscot Investment Management Company, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
ENTERPRISE FINANCIAL SERVICES CORP 110.13%0.13%0.13%Q1 2023Q1 20231
Enlightenment Research, LLC 110.74%0.74%0.74%Q1 2022Q1 20221
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.12%0.12%0.12%Q1 2022Q1 20221
StoneX Group Inc. 110.15%0.15%0.15%Q1 2022Q1 20221
Vident Advisory, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Northern Financial Advisors Inc 110.20%0.20%0.20%Q1 2023Q1 20231
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Evanson Asset Management, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
BNP PARIBAS FINANCIAL MARKETS 110.01%0.01%0.01%Q3 2022Q3 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
WEXFORD CAPITAL LP 111.13%1.13%1.13%Q3 2023Q3 20231
Point72 Europe (London) LLP 110.17%0.17%0.17%Q1 2023Q1 20231
OLD POINT TRUST & FINANCIAL SERVICES N A 110.06%0.06%0.06%Q2 2023Q2 20231
Lenox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WJ Interests, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
EASTERLY INVESTMENT PARTNERS LLC 110.02%0.02%0.02%Q1 2022Q1 20221
CAXTON ASSOCIATES LP 110.23%0.23%0.23%Q1 2023Q1 20231
XY Capital Ltd 111.80%1.80%1.80%Q4 2022Q4 20221
Regent Investment Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
BREITER CAPITAL MANAGEMENT INC 110.20%0.20%0.20%Q1 2022Q1 20221
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Cordasco Financial Network 110.07%0.07%0.07%Q2 2022Q2 20221
VANGUARD GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Jaffetilchin Investment Partners, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
CIBC Asset Management Inc 110.00%0.00%0.00%Q1 2022Q1 20221
AMERICAN NATIONAL INSURANCE CO 110.25%0.25%0.25%Q1 2022Q1 20221
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Soltis Investment Advisors LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Standard Family Office LLC 110.01%0.01%0.01%Q3 2022Q3 20221
DGS Capital Management, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
SailingStone Capital Partners LLC 110.00%0.00%0.00%Q3 2022Q3 20221
QCM Cayman, Ltd. 114.12%4.12%4.12%Q2 2022Q2 20221
Concorde Asset Management, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
AVAII WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ridgewood Investments LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
People's United Financial, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
First Pacific Financial 110.04%0.04%0.04%Q3 2023Q3 20231
Aventail Capital Group, LP 113.47%3.47%3.47%Q2 2023Q2 20231
Myriad Asset Management Ltd. 111.48%1.48%1.48%Q1 2022Q1 20221
Montecito Bank & Trust 110.05%0.05%0.05%Q4 2023Q4 20231
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
BBR PARTNERS, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Templeton & Phillips Capital Management, LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Csenge Advisory Group 110.02%0.02%0.02%Q3 2023Q3 20231
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
XML Financial, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Governors Lane LP 115.24%5.24%5.24%Q3 2023Q3 20231
Roundview Capital LLC 110.02%0.02%0.02%Q3 2023Q3 20231
KEATING INVESTMENT COUNSELORS INC 110.09%0.09%0.09%Q3 2023Q3 20231
Cedar Brook Financial Partners, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Majedie Asset Management Ltd 110.71%0.71%0.71%Q1 2022Q1 20221
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q3 2023Q3 20231
AQR Capital Management 110.00%0.00%0.00%Q3 2023Q3 20231
Corsicana & Co. 110.01%0.01%0.01%Q3 2022Q3 20221
Legacy Capital Group California, Inc. 110.16%0.16%0.16%Q1 2023Q1 20231
Golden State Equity Partners 110.06%0.06%0.06%Q3 2023Q3 20231
Atom Investors LP 110.11%0.11%0.11%Q3 2023Q3 20231
KAVAR CAPITAL PARTNERS GROUP, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Enterprise Trust & Investment Co 110.04%0.04%0.04%Q2 2022Q2 20221
HERITAGE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Arlington Partners LLC 110.05%0.05%0.05%Q2 2022Q2 20221
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Samalin Investment Counsel, LLC 110.38%0.38%0.38%Q1 2022Q1 20221
INTREPID FAMILY OFFICE LLC 1110.32%10.32%10.32%Q3 2023Q3 20231
Gotham Asset Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
CIBC WORLD MARKETS CORP 110.13%0.13%0.13%Q4 2022Q4 20221
RPg Family Wealth Advisory, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Financial Advocates Investment Management 110.06%0.06%0.06%Q1 2022Q1 20221
qPULA Trading Management LP 111.23%1.23%1.23%Q2 2022Q2 20221
Callodine Capital Management, LP 111.80%1.80%1.80%Q3 2023Q3 20231
Bromfield Sneider Wealth Advisors 110.01%0.01%0.01%Q1 2022Q1 20221
Mechanics Financial Corp 110.01%0.01%0.01%Q2 2022Q2 20221
Cordatus Wealth Management LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Gateway Wealth Partners, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Holloway Wealth Management, LLC 111.36%1.36%1.36%Q1 2022Q1 20221
KLR INVESTMENT ADVISORS, LLC 110.19%0.19%0.19%Q4 2022Q4 20221
Pinnacle Private Wealth, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Fortitude Advisory Group L.L.C. 110.07%0.07%0.07%Q1 2022Q1 20221
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
NORDEN GROUP LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Buck Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Lineweaver Wealth Advisors, LLC 110.18%0.18%0.18%Q1 2023Q1 20231
Capital World Investors 110.00%0.00%0.00%Q1 2022Q1 20221
MADDEN SECURITIES Corp 110.03%0.03%0.03%Q4 2022Q4 20221
Semmax Financial Advisors Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
IMC-Chicago, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Red Door Wealth Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
SYNTAX RESEARCH, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Virtu Financial LLC 110.08%0.08%0.08%Q1 2023Q1 20231
3Chopt Investment Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Genus Capital Management Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Karp Capital Management Corp 110.27%0.27%0.27%Q3 2022Q3 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Congress Park Capital LLC 110.27%0.27%0.27%Q2 2022Q2 20221
Peregrine Asset Advisers, Inc. 110.19%0.19%0.19%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
PDT Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Castle Hook Partners LP 111.90%1.90%1.90%Q3 2023Q3 20231
Arcus Capital Partners, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Scott & Selber, Inc. 110.43%0.43%0.43%Q1 2022Q1 20221
SCOPUS ASSET MANAGEMENT, L.P. 110.17%0.17%0.17%Q2 2023Q2 20231
Freedman Financial Associates, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Salient Capital Advisors, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Riggs Asset Managment Co. Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Candriam S.C.A. 110.01%0.01%0.01%Q4 2022Q4 20221
Foster Victor Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Wealthstream Advisors, Inc. 110.20%0.20%0.20%Q3 2023Q3 20231
FNY Investment Advisers, LLC 110.82%0.82%0.82%Q4 2021Q4 20211
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Geller Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
CARLSON CAPITAL L P 110.13%0.13%0.13%Q1 2022Q1 20221
JGP Global Gestao de Recursos Ltda. 110.16%0.16%0.16%Q3 2023Q3 20231
CLIFFORD CAPITAL PARTNERS LLC 110.25%0.25%0.25%Q2 2023Q2 20231
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 111.15%1.15%1.15%Q1 2022Q1 20221
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Blueshift Asset Management, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Pointe Capital Management LLC 110.02%0.02%0.02%Q1 2023Q1 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
LGT Financial Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SYON CAPITAL LLC 110.08%0.08%0.08%Q3 2023Q3 20231
BENNICAS & ASSOCIATES, INC. 110.21%0.21%0.21%Q4 2022Q4 20221
Atomi Financial Group, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.02%0.02%0.02%Q3 2023Q3 20231
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
MKT Advisors LLC 110.15%0.15%0.15%Q1 2022Q1 20221
Bellwether Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Leibman Financial Services, Inc. 111.74%1.74%1.74%Q4 2023Q4 20231
Your Advocates Ltd., LLP 110.11%0.11%0.11%Q1 2022Q1 20221
PITTENGER & ANDERSON INC 110.05%0.05%0.05%Q3 2023Q3 20231
GREATMARK INVESTMENT PARTNERS, INC. 110.04%0.04%0.04%Q1 2022Q1 20221
Smith Group Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
HALBERT HARGROVE GLOBAL ADVISORS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Arden Trust Co 110.05%0.05%0.05%Q2 2022Q2 20221
Sageworth Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
OKABENA INVESTMENT SERVICES INC 110.01%0.01%0.01%Q1 2022Q1 20221
Oxinas Partners Wealth Management LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Egerton Capital (UK) LLP 110.73%0.73%0.73%Q3 2023Q3 20231
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
Corsair Capital Management 110.15%0.15%0.15%Q2 2022Q2 20221
Royal Fund Management, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Smart Money Group LLC 110.10%0.10%0.10%Q3 2023Q3 20231
United Community Bank 110.10%0.10%0.10%Q3 2023Q3 20231
Clear Harbor Asset Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
McCarthy Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.03%0.03%0.03%Q3 2023Q3 20231
CORRADO ADVISORS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
MITCHELL SINKLER & STARR/PA 110.15%0.15%0.15%Q4 2022Q4 20221
Capula Management Ltd 110.31%0.31%0.31%Q2 2022Q2 20221
PALLADIUM PARTNERS LLC 110.03%0.03%0.03%Q1 2022Q1 20221
HighPoint Advisor Group LLC 110.11%0.11%0.11%Q2 2022Q2 20221
FOX RUN MANAGEMENT, L.L.C. 110.10%0.10%0.10%Q3 2022Q3 20221
Carnegie Capital Asset Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Frontier Wealth Management LLC 110.00%0.00%0.00%Q1 2022Q1 20221
IPG Investment Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Breakwater Capital Group 110.07%0.07%0.07%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Knights of Columbus Asset Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SeaBridge Investment Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Bryn Mawr Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BOSTON RESEARCH & MANAGEMENT INC 110.12%0.12%0.12%Q4 2022Q4 20221
Artemis Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FOUNDERS CAPITAL MANAGEMENT, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Castle Rock Wealth Management, LLC 110.09%0.09%0.09%Q1 2022Q1 20221

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