S&P GLOBAL INC shareholder history

Current and past S&P GLOBAL INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 30300.00%0.02%0.10%Q2 2016Q3 202386
SUSQUEHANNA INTERNATIONAL GROUP, LLP 30300.00%0.01%0.09%Q2 2016Q3 202384
Walleye Trading LLC 30300.00%0.02%0.10%Q2 2016Q3 202378
WOLVERINE TRADING, LLC 16120.00%0.03%0.32%Q2 2016Q3 202376
Cutler Group LLC / CA 30300.00%0.01%0.21%Q2 2016Q3 202375
CITIGROUP INC 30300.00%0.04%0.34%Q2 2016Q3 202370
Parallax Volatility Advisers, L.P. 19100.00%0.02%0.11%Q2 2016Q3 202369
UBS Group AG 30300.00%0.03%0.14%Q2 2016Q3 202365
BANK OF AMERICA CORP /DE/ 30300.00%0.03%0.16%Q2 2016Q3 202365
BARCLAYS PLC 30300.00%0.04%0.30%Q2 2016Q3 202365
HSBC HOLDINGS PLC 30300.00%0.07%0.27%Q2 2016Q3 202362
MILLENNIUM MANAGEMENT LLC 30300.00%0.07%0.25%Q2 2016Q3 202362
BNP PARIBAS FINANCIAL MARKETS 30300.00%0.05%0.21%Q2 2016Q3 202359
GOLDMAN SACHS GROUP INC 30300.00%0.08%0.49%Q2 2016Q3 202359
CAPSTONE INVESTMENT ADVISORS, LLC 2120.00%0.05%0.22%Q4 2016Q3 202358
JANE STREET GROUP, LLC 30300.00%0.01%0.08%Q2 2016Q3 202357
PEAK6 Investments LLC 21210.00%0.03%0.23%Q3 2018Q3 202354
D. E. Shaw & Co., Inc. 2720.00%0.15%0.83%Q2 2016Q3 202350
Squarepoint Ops LLC 1410.00%0.11%1.11%Q2 2016Q3 202350
Paloma Partners Management Co 2620.00%0.07%0.46%Q2 2016Q2 202348
Laurion Capital Management LP 810.00%0.09%0.58%Q2 2016Q3 202345
HighTower Advisors, LLC 29290.00%0.03%0.10%Q3 2016Q3 202343
DEUTSCHE BANK AG\ 30300.00%0.21%0.45%Q2 2016Q3 202343
ROYAL BANK OF CANADA 30300.00%0.05%0.13%Q2 2016Q3 202342
Twin Tree Management, LP 1810.00%0.11%0.53%Q3 2016Q1 202342
CAPITAL FUND MANAGEMENT S.A. 930.00%0.12%0.58%Q4 2016Q1 202240
Cubist Systematic Strategies, LLC 2630.00%0.13%0.61%Q2 2016Q3 202339
Jefferies Group LLC 1010.00%0.06%0.43%Q2 2016Q1 202238
BOOTHBAY FUND MANAGEMENT, LLC 1890.01%0.10%0.53%Q3 2016Q3 202337
CREDIT SUISSE AG/ 30300.00%0.13%0.41%Q2 2016Q3 202337
WELLS FARGO & COMPANY/MN 30300.00%0.09%0.25%Q2 2016Q3 202337
TWO SIGMA INVESTMENTS, LP 1760.00%0.14%0.69%Q2 2016Q1 202235
Gates Capital Management 30301.24%3.34%6.80%Q2 2016Q3 202335
TUDOR INVESTMENT CORP ET AL 1610.00%0.08%0.44%Q1 2016Q2 202335
Invesco Ltd. 30300.00%0.25%0.50%Q2 2016Q3 202335
Point72 Asset Management, L.P. 910.00%0.24%0.80%Q1 2017Q2 202334
Creative Planning 30300.00%0.02%0.02%Q2 2016Q3 202334
NOMURA HOLDINGS INC 1520.00%0.02%0.07%Q2 2016Q3 202333
MARSHALL WACE, LLP 31310.00%0.45%1.28%Q1 2016Q3 202333
Anchor Investment Management, LLC 32320.06%0.22%0.31%Q1 2016Q4 202332
WOODSTOCK CORP 31310.09%0.17%0.21%Q2 2016Q4 202331
Capital International Investors 31310.06%0.39%0.58%Q1 2016Q3 202331
Arizona State Retirement System 31310.09%0.21%0.32%Q1 2016Q3 202331
FOSTER DYKEMA CABOT & CO INC/MA 31310.06%0.24%0.58%Q1 2016Q3 202331
Versant Capital Management, Inc 31310.03%0.07%0.14%Q2 2016Q4 202331
STATE STREET CORP 31310.12%0.22%0.33%Q1 2016Q3 202331
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 31310.14%0.22%0.32%Q1 2016Q3 202331
PENINSULA ASSET MANAGEMENT INC 31311.80%3.46%4.75%Q1 2016Q3 202331
APPLETON PARTNERS INC/MA 31310.02%0.24%0.88%Q2 2016Q4 202331
PANAGORA ASSET MANAGEMENT INC 31310.00%0.25%0.78%Q1 2016Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.02%0.13%0.45%Q2 2016Q4 202331
BANK OF MONTREAL /CAN/ 2720.00%0.13%0.24%Q2 2016Q3 202331
M&T BANK CORP 30300.00%0.09%0.16%Q2 2016Q3 202331
GUYASUTA INVESTMENT ADVISORS INC 31310.05%0.09%0.12%Q1 2016Q3 202331
KCM INVESTMENT ADVISORS LLC 31310.08%0.16%0.24%Q1 2016Q3 202331
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 31310.08%0.22%0.40%Q1 2016Q3 202331
SEGALL BRYANT & HAMILL, LLC 31310.02%0.29%0.84%Q1 2016Q3 202331
REGENTS OF THE UNIVERSITY OF CALIFORNIA 31310.22%1.45%3.86%Q1 2016Q3 202331
DnB Asset Management AS 31310.16%0.57%1.15%Q2 2016Q4 202331
Sutton Wealth Advisors Inc. 31310.02%0.21%0.28%Q1 2016Q3 202331
Alpha Cubed Investments, LLC 30300.00%0.08%0.21%Q2 2016Q3 202331
NEVILLE RODIE & SHAW INC 31310.18%0.31%0.41%Q2 2016Q4 202331
BALDWIN BROTHERS LLC/MA 30300.11%0.40%1.10%Q3 2016Q4 202330
COMMERCE BANK 30300.02%0.13%0.30%Q2 2016Q3 202330
DODGE & COX 30300.00%0.00%0.00%Q2 2016Q3 202330
Mawer Investment Management Ltd. 30301.47%2.54%3.94%Q2 2016Q3 202330
JPMORGAN CHASE & CO 30300.10%0.22%0.45%Q2 2016Q3 202330
Kentucky Retirement Systems 30300.14%0.26%0.38%Q2 2016Q3 202330
Candriam S.C.A. 30300.04%0.22%0.49%Q2 2016Q3 202330
Louisiana State Employees Retirement System 30300.09%0.15%0.21%Q2 2016Q3 202330
Geneos Wealth Management Inc. 30300.00%0.00%0.01%Q2 2016Q3 202330
VANGUARD GROUP INC 30300.11%0.20%0.28%Q2 2016Q3 202330
FUKOKU MUTUAL LIFE INSURANCE Co 30300.02%0.06%0.15%Q2 2016Q3 202330
CLIFFORD SWAN INVESTMENT COUNSEL LLC 30300.02%0.04%0.10%Q2 2016Q3 202330
INTRUST BANK NA 30300.10%0.24%0.34%Q2 2016Q3 202330
SECURIAN ASSET MANAGEMENT, INC 30300.08%0.16%0.28%Q2 2016Q3 202330
BAR HARBOR WEALTH MANAGEMENT 30300.02%0.07%0.14%Q2 2016Q3 202330
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 30300.12%0.23%0.33%Q2 2016Q3 202330
BOSTON FAMILY OFFICE LLC 30300.41%0.88%1.52%Q2 2016Q3 202330
FAYEZ SAROFIM & CO 30300.64%1.41%2.10%Q2 2016Q3 202330
GREAT WEST LIFE ASSURANCE CO /CAN/ 30300.06%0.24%0.52%Q2 2016Q3 202330
NISA INVESTMENT ADVISORS, LLC 30300.10%0.20%0.28%Q2 2016Q3 202330
PEAPACK GLADSTONE FINANCIAL CORP 30300.03%0.09%0.28%Q2 2016Q3 202330
BESSEMER GROUP INC 30300.00%0.33%1.03%Q2 2016Q3 202330
CAPE COD FIVE CENTS SAVINGS BANK 30300.48%0.63%0.85%Q2 2016Q3 202330
WELCH & FORBES LLC 30300.01%0.02%0.03%Q2 2016Q3 202330
NOMURA ASSET MANAGEMENT CO LTD 30300.17%0.32%0.67%Q2 2016Q3 202330
Ameritas Investment Partners, Inc. 30300.04%0.18%0.27%Q2 2016Q3 202330
TD ASSET MANAGEMENT INC 30300.02%0.12%0.34%Q2 2016Q3 202330
FEDERATED HERMES, INC. 30300.00%0.08%0.36%Q2 2016Q3 202330
DF DENT & CO INC 30301.72%2.14%2.43%Q2 2016Q3 202330
VAUGHAN DAVID INVESTMENTS LLC/IL 30300.99%1.35%1.79%Q2 2016Q3 202330
VOYA INVESTMENT MANAGEMENT LLC 30300.02%0.26%0.64%Q2 2016Q3 202330
Asset Management One Co., Ltd. 30300.07%0.20%0.31%Q2 2016Q3 202330
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 30300.00%0.01%0.02%Q2 2016Q3 202330
BOWEN HANES & CO INC 30301.73%2.14%2.50%Q2 2016Q3 202330
D.A. DAVIDSON & CO. 30300.00%0.33%0.57%Q2 2016Q3 202330
HM PAYSON & CO 30300.20%1.00%1.60%Q2 2016Q3 202330
MANUFACTURERS LIFE INSURANCE COMPANY, THE 30300.07%0.26%0.62%Q2 2016Q3 202330
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 30300.12%0.21%0.32%Q2 2016Q3 202330
GABELLI FUNDS LLC 30300.18%0.38%0.56%Q2 2016Q3 202330
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 30300.01%0.09%0.20%Q2 2016Q3 202330
RAYMOND JAMES & ASSOCIATES 30300.02%0.09%0.25%Q2 2016Q3 202330
HARTFORD INVESTMENT MANAGEMENT CO 30300.14%0.24%0.37%Q2 2016Q3 202330
TRUIST FINANCIAL CORP 30300.01%0.07%0.21%Q2 2016Q3 202330
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 30300.06%0.13%0.22%Q2 2016Q3 202330
RAYMOND JAMES TRUST N.A. 30300.05%0.09%0.14%Q2 2016Q3 202330
KEYBANK NATIONAL ASSOCIATION/OH 30300.01%0.09%0.27%Q2 2016Q3 202330
MACKENZIE FINANCIAL CORP 30300.05%0.30%0.72%Q2 2016Q3 202330
SHELTON CAPITAL MANAGEMENT 30300.01%0.03%0.09%Q2 2016Q3 202330
Markel Corporation 30300.38%0.61%0.90%Q2 2016Q3 202330
AMALGAMATED BANK 30300.13%0.21%0.31%Q2 2016Q3 202330
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 30300.12%0.16%0.22%Q2 2016Q3 202330
MASSMUTUAL TRUST CO FSB/ADV 2910.00%0.16%0.24%Q2 2016Q4 202330
ROSENBLUM SILVERMAN SUTTON S F INC /CA 30300.09%0.27%3.57%Q2 2016Q3 202330
WEBSTER BANK, N. A. 30300.01%0.02%0.08%Q2 2016Q3 202330
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 30300.07%0.14%0.36%Q2 2016Q3 202330
ALLIANCEBERNSTEIN L.P. 30300.07%0.19%0.41%Q2 2016Q3 202330
GATEWAY INVESTMENT ADVISERS LLC 30300.02%0.23%0.60%Q2 2016Q3 202330
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 30300.23%0.58%0.86%Q2 2016Q3 202330
RHUMBLINE ADVISERS 30300.12%0.21%0.31%Q2 2016Q3 202330
Cannell & Co. 30300.05%0.10%0.14%Q2 2016Q3 202330
LOGAN CAPITAL MANAGEMENT INC 30300.33%0.47%0.65%Q2 2016Q3 202330
PRINCIPAL FINANCIAL GROUP INC 30300.18%0.36%0.60%Q2 2016Q3 202330
EASTERN BANK 30300.02%0.05%0.16%Q2 2016Q3 202330
WELLINGTON MANAGEMENT GROUP LLP 30300.00%0.19%0.60%Q2 2016Q3 202330
Zurich Insurance Group Ltd/FI 30300.09%0.73%1.88%Q2 2016Q3 202330
PROFUND ADVISORS LLC 30300.03%0.06%0.09%Q2 2016Q3 202330
BRYN MAWR TRUST Co 30300.02%0.04%0.06%Q2 2016Q3 202330
AXA S.A. 30300.08%0.23%0.48%Q2 2016Q3 202330
BANK OF NOVA SCOTIA 30300.01%0.09%0.22%Q2 2016Q3 202330
TRUST CO OF VERMONT 30300.03%0.10%0.16%Q2 2016Q3 202330
RBF Capital, LLC 30300.77%1.19%1.78%Q2 2016Q3 202330
KORNITZER CAPITAL MANAGEMENT INC /KS 30300.12%0.43%0.90%Q2 2016Q3 202330
PRUDENTIAL FINANCIAL INC 30300.06%0.18%0.41%Q2 2016Q3 202330
WHITTIER TRUST CO 30300.01%0.16%0.38%Q2 2016Q3 202330
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 30300.00%0.08%0.61%Q2 2016Q3 202330
AVIVA PLC 30300.11%0.28%0.71%Q2 2016Q3 202330
NICHOLS & PRATT ADVISERS LLP /MA 30300.08%0.11%0.14%Q2 2016Q3 202330
CONGRESS ASSET MANAGEMENT CO /MA 30300.00%0.30%1.28%Q2 2016Q3 202330
Meiji Yasuda Life Insurance Co 30300.05%0.25%0.55%Q2 2016Q3 202330
MORGAN STANLEY 30300.08%0.16%0.36%Q2 2016Q3 202330
CIBC Asset Management Inc 30300.02%0.06%0.10%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.01%0.05%0.11%Q2 2016Q3 202330
KANAWHA CAPITAL MANAGEMENT LLC 30300.05%0.08%0.11%Q2 2016Q3 202330
SENTRY INVESTMENT MANAGEMENT LLC 30300.09%0.31%0.56%Q2 2016Q3 202330
AQR Capital Management 30300.02%0.08%0.14%Q2 2016Q3 202330
LOS ANGELES CAPITAL MANAGEMENT LLC 30300.00%0.27%0.79%Q2 2016Q3 202330
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 30302.62%6.01%11.54%Q2 2016Q3 202330
LAZARD ASSET MANAGEMENT LLC 30300.05%0.48%0.83%Q2 2016Q3 202330
SHELL ASSET MANAGEMENT CO 30300.07%0.36%0.73%Q2 2016Q3 202330
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 30300.09%0.15%0.22%Q2 2016Q3 202330
GEODE CAPITAL MANAGEMENT, LLC 30300.11%0.20%0.34%Q2 2016Q3 202330
NORDEA INVESTMENT MANAGEMENT AB 30300.08%0.29%0.60%Q2 2016Q3 202330
TEXAS PERMANENT SCHOOL FUND CORP 30300.11%0.19%0.29%Q2 2016Q3 202330
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 30300.11%0.20%0.47%Q2 2016Q3 202330
SILVERCREST ASSET MANAGEMENT GROUP LLC 30300.00%0.01%0.03%Q2 2016Q3 202330
WHITTIER TRUST CO OF NEVADA INC 30300.00%0.12%0.30%Q2 2016Q3 202330
TOCQUEVILLE ASSET MANAGEMENT L.P. 30300.01%0.10%0.42%Q2 2016Q3 202330
JANUS HENDERSON GROUP PLC 30300.03%0.10%0.17%Q2 2016Q3 202330
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 30301.68%2.42%3.30%Q2 2016Q3 202330
PRIVATE TRUST CO NA 30300.11%0.24%0.43%Q2 2016Q3 202330
Laird Norton Wetherby Wealth Management, LLC 30300.12%0.21%0.30%Q2 2016Q3 202330
CANTILLON CAPITAL MANAGEMENT LLC 30305.64%6.46%7.86%Q2 2016Q3 202330
REGIONS FINANCIAL CORP 30300.03%0.11%0.32%Q2 2016Q3 202330
GUGGENHEIM CAPITAL LLC 30300.03%0.15%0.26%Q2 2016Q3 202330
CANADA PENSION PLAN INVESTMENT BOARD 30300.05%0.27%1.44%Q2 2016Q3 202330
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 30300.02%0.10%0.63%Q2 2016Q3 202330
Advisors Asset Management, Inc. 30300.02%0.16%0.27%Q2 2016Q3 202330
CIBC Private Wealth Group, LLC 30300.01%0.61%1.27%Q2 2016Q3 202330
Skylands Capital, LLC 30300.25%0.49%1.06%Q2 2016Q3 202330
Smithfield Trust Co 30300.00%0.02%0.04%Q2 2016Q3 202330
UBS ASSET MANAGEMENT AMERICAS INC 30300.08%0.20%0.37%Q2 2016Q3 202330
DELTA ASSET MANAGEMENT LLC/TN 30302.56%4.39%5.68%Q2 2016Q3 202330
Proficio Capital Partners LLC 30300.01%0.12%0.35%Q2 2016Q3 202330
QUADRANT CAPITAL GROUP LLC 30300.06%0.11%0.14%Q2 2016Q3 202330
Edgewood Management 30303.68%4.40%5.09%Q2 2016Q3 202330
HIGHLAND CAPITAL MANAGEMENT, LLC 30300.02%0.08%0.35%Q2 2016Q3 202330
Tredje AP-fonden 30300.11%0.28%0.49%Q2 2016Q3 202330
Allen Investment Management, LLC 30300.85%1.76%4.44%Q2 2016Q3 202330
NATIXIS ADVISORS, L.P. 30300.02%0.11%0.31%Q2 2016Q3 202330
Baird Financial Group, Inc. 30300.04%0.17%0.23%Q2 2016Q3 202330
AMICA MUTUAL INSURANCE CO 30300.14%0.40%0.80%Q2 2016Q3 202330
STATE OF WISCONSIN INVESTMENT BOARD 30300.09%0.18%0.35%Q2 2016Q3 202330
SCOTIA CAPITAL INC. 30300.01%0.02%0.07%Q2 2016Q3 202330
River Wealth Advisors LLC 30300.22%0.40%0.55%Q2 2016Q3 202330
Waverton Investment Management Ltd 30300.15%1.58%6.45%Q2 2016Q3 202330
ASSETMARK, INC 30300.00%0.01%0.07%Q2 2016Q3 202330
BROWN ADVISORY INC 30300.01%0.16%0.70%Q2 2016Q3 202330
IFP Advisors, Inc 17130.01%0.04%0.21%Q1 2016Q3 202330
ClearBridge Investments 30300.00%0.17%0.84%Q2 2016Q3 202330
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 30300.02%0.07%0.13%Q2 2016Q3 202330
Rathbones Group PLC 30300.81%1.17%1.43%Q2 2016Q3 202330
Echo Street Capital Management LLC 30300.01%1.08%1.97%Q2 2016Q3 202330
CRAWFORD INVESTMENT COUNSEL INC 30300.64%1.18%1.55%Q2 2016Q3 202330
ProShare Advisors LLC 30300.36%0.58%0.85%Q2 2016Q3 202330
OPPENHEIMER & CO INC 30300.01%0.02%0.04%Q2 2016Q3 202330
BlackRock Inc. 30300.11%0.20%0.31%Q2 2016Q3 202330
JOHNSON INVESTMENT COUNSEL INC 30300.02%0.82%1.28%Q2 2016Q3 202330
Peak Asset Management, LLC 30302.75%3.84%4.95%Q2 2016Q3 202330
ARCADIA INVESTMENT MANAGEMENT CORP/MI 30300.06%0.11%0.14%Q2 2016Q3 202330
Zurcher Kantonalbank (Zurich Cantonalbank) 30300.06%0.30%0.57%Q2 2016Q3 202330
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 30300.05%0.11%0.34%Q2 2016Q3 202330
STRS OHIO 30300.08%0.33%0.49%Q2 2016Q3 202330
AMERIPRISE FINANCIAL INC 30300.10%0.21%0.38%Q2 2016Q3 202330
ALPS ADVISORS INC 30300.00%0.05%0.27%Q2 2016Q3 202330
ANCHOR CAPITAL ADVISORS LLC 30300.01%0.01%0.01%Q2 2016Q3 202330
NEW YORK STATE COMMON RETIREMENT FUND 30300.13%0.22%0.32%Q2 2016Q3 202330
BANK OF STOCKTON 30300.11%0.18%0.23%Q2 2016Q3 202330
BLB&B Advisors, LLC 30300.07%0.43%0.70%Q2 2016Q3 202330
Compagnie Lombard Odier SCmA 30300.79%1.55%2.37%Q2 2016Q3 202330
Rafferty Asset Management, LLC 30300.06%0.23%0.42%Q2 2016Q3 202330
Bank of New York Mellon Corp 30300.08%0.17%0.29%Q2 2016Q3 202330
Caprock Group, LLC 30300.05%0.10%0.21%Q2 2016Q3 202330
GAMCO INVESTORS, INC. ET AL 30300.04%0.10%0.25%Q2 2016Q3 202330
PUBLIC SECTOR PENSION INVESTMENT BOARD 30300.01%0.13%0.44%Q2 2016Q3 202330
Choate Investment Advisors 30300.08%0.14%0.23%Q2 2016Q3 202330
GHP Investment Advisors, Inc. 30300.22%0.29%0.43%Q2 2016Q3 202330
ENVESTNET ASSET MANAGEMENT INC 30300.01%0.07%0.17%Q2 2016Q3 202330
PRICE T ROWE ASSOCIATES INC /MD/ 30300.04%0.18%0.32%Q2 2016Q3 202330
National Pension Service 30300.15%0.25%0.33%Q2 2016Q3 202330
KBC Group NV 30300.05%0.42%0.82%Q2 2016Q3 202330
Sumitomo Mitsui DS Asset Management Company, Ltd 30300.04%0.19%0.32%Q2 2016Q3 202330
Ninety One UK Ltd 30300.00%1.20%2.35%Q2 2016Q3 202330
MACQUARIE GROUP LTD 30300.00%0.07%0.27%Q2 2016Q3 202330
K.J. Harrison & Partners Inc 30300.30%0.98%2.12%Q2 2016Q3 202330
Robeco Institutional Asset Management B.V. 30300.02%0.29%0.56%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 30300.01%0.05%0.15%Q2 2016Q3 202330
CONNING INC. 30300.03%0.04%0.05%Q2 2016Q3 202330
CIBC WORLD MARKET INC. 30300.01%0.04%0.08%Q2 2016Q3 202330
PUTNAM INVESTMENTS LLC 30300.00%0.10%0.40%Q2 2016Q3 202330
HOWE & RUSLING INC 30300.09%0.85%2.08%Q2 2016Q3 202330
Legal & General Group Plc 30300.12%0.23%0.36%Q2 2016Q3 202330
EMERALD ADVISERS, LLC 30300.02%0.06%0.18%Q2 2016Q3 202330
CITIZENS FINANCIAL GROUP INC/RI 30300.03%0.40%0.88%Q2 2016Q3 202330
Amica Retiree Medical Trust 30300.14%0.42%0.88%Q2 2016Q3 202330
Hamilton Point Investment Advisors, LLC 30300.25%0.37%0.48%Q2 2016Q3 202330
APG Asset Management N.V. 30300.01%0.11%0.48%Q2 2016Q3 202330
Gulf International Bank (UK) Ltd 30300.13%0.24%0.35%Q2 2016Q3 202330
Korea Investment CORP 30300.06%0.33%0.66%Q2 2016Q3 202330
Checchi Capital Advisers, LLC 30300.04%0.08%0.12%Q2 2016Q3 202330
AMERICAN CENTURY COMPANIES INC 30300.05%0.25%0.66%Q2 2016Q3 202330
Pettee Investors, Inc. 30300.88%1.26%1.66%Q2 2016Q3 202330
NORTHERN TRUST CORP 30300.10%0.18%0.27%Q2 2016Q3 202330
Retirement Systems of Alabama 30300.10%0.15%0.19%Q2 2016Q3 202330
METROPOLITAN LIFE INSURANCE CO/NY 30300.11%0.20%0.31%Q2 2016Q3 202330
FIRST MANHATTAN CO. LLC. 30300.07%0.34%1.01%Q2 2016Q3 202330
Parkside Financial Bank & Trust 30300.01%0.09%0.25%Q2 2016Q3 202330
First Horizon Advisors, Inc. 30300.00%0.10%0.55%Q2 2016Q3 202330
State of Tennessee, Treasury Department 30300.03%0.14%0.34%Q2 2016Q3 202330
Reynders McVeigh Capital Management, LLC 30300.04%0.07%0.10%Q2 2016Q3 202330
Sandy Spring Bank 30300.00%0.05%0.23%Q2 2016Q3 202330
Chevy Chase Trust Holdings, LLC 30300.12%0.21%0.30%Q2 2016Q3 202330
Mitsubishi UFJ Trust & Banking Corp 30300.12%0.23%0.37%Q2 2016Q3 202330
Raymond James Financial Services Advisors, Inc. 30300.01%0.06%0.18%Q2 2016Q3 202330
STIFEL FINANCIAL CORP 30300.02%0.12%0.24%Q2 2016Q3 202330
Kentucky Retirement Systems Insurance Trust Fund 30300.15%0.26%0.38%Q2 2016Q3 202330
Neuberger Berman Group LLC 30300.00%0.17%0.60%Q2 2016Q3 202330
BROWN BROTHERS HARRIMAN & CO 30300.00%0.63%1.98%Q2 2016Q3 202330
Mitsubishi UFJ Asset Management Co., Ltd. 30300.11%0.25%0.47%Q2 2016Q3 202330
WESTPAC BANKING CORP 30300.02%0.18%0.31%Q2 2016Q3 202330
Sumitomo Mitsui Trust Holdings, Inc. 30300.13%0.21%0.33%Q2 2016Q3 202330
EXENCIAL WEALTH ADVISORS, LLC 30300.80%1.14%1.55%Q2 2016Q3 202330
Blue Fin Capital, Inc. 30300.15%0.36%0.59%Q2 2016Q3 202330
PNC FINANCIAL SERVICES GROUP, INC. 30300.19%0.28%0.44%Q2 2016Q3 202330
ALTFEST L J & CO INC 30300.44%0.62%0.96%Q2 2016Q3 202330
Daiwa Securities Group Inc. 30300.01%0.03%0.08%Q2 2016Q3 202330
Evercore Wealth Management, LLC 30300.02%0.05%0.09%Q2 2016Q3 202330
OLD NATIONAL BANCORP /IN/ 30300.02%0.04%0.12%Q2 2016Q3 202330
Independent Franchise Partners LLP 30301.75%4.71%6.53%Q2 2016Q3 202330
Meiji Yasuda Asset Management Co Ltd. 30300.33%0.59%1.83%Q2 2016Q3 202330
JENNISON ASSOCIATES LLC 30300.12%0.60%1.05%Q2 2016Q3 202330
Norinchukin Bank, The 30300.02%0.24%1.09%Q2 2016Q3 202330
AMERICAN INTERNATIONAL GROUP, INC. 30300.04%0.14%0.28%Q2 2016Q3 202330
Gotham Asset Management, LLC 30300.00%0.12%0.50%Q2 2016Q3 202330
Court Place Advisors, LLC 30301.23%2.06%2.81%Q2 2016Q3 202330
EXCALIBUR MANAGEMENT CORP 30300.46%0.74%1.05%Q2 2016Q3 202330
CENTRAL TRUST Co 30300.03%0.11%0.21%Q2 2016Q3 202330
FRANKLIN RESOURCES INC 30300.00%0.10%0.19%Q2 2016Q3 202330
US BANCORP \DE\ 30300.08%0.16%0.21%Q2 2016Q3 202330
FIFTH THIRD BANCORP 30300.03%0.12%0.22%Q2 2016Q3 202330
FIDUCIARY TRUST CO 30300.05%0.13%0.21%Q2 2016Q3 202330
DIMENSIONAL FUND ADVISORS LP 30300.03%0.08%0.12%Q2 2016Q3 202330
Diligent Investors, LLC 30301.08%1.57%2.11%Q2 2016Q3 202330
Utah Retirement Systems 30300.13%0.23%0.34%Q2 2016Q3 202330
FRED ALGER MANAGEMENT, LLC 30300.13%0.71%1.18%Q2 2016Q3 202330
Livforsakringsbolaget Skandia, Omsesidigt 30300.02%0.07%0.13%Q2 2016Q3 202330
SEI INVESTMENTS CO 30300.11%0.29%0.53%Q2 2016Q3 202330
FIL Ltd 30300.10%0.23%0.31%Q2 2016Q3 202330
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 30300.05%0.07%0.11%Q2 2016Q3 202330
BNP Paribas Asset Management Holding S.A. 30300.16%0.46%0.79%Q2 2016Q3 202330
Nuveen Asset Management, LLC 30300.01%0.23%0.48%Q2 2016Q3 202330
Granite Investment Partners, LLC 30300.04%0.77%1.29%Q2 2016Q3 202330
FMR LLC 30300.11%0.19%0.28%Q2 2016Q3 202330
PITCAIRN CO 30300.03%0.09%0.33%Q2 2016Q3 202330
THRIVENT FINANCIAL FOR LUTHERANS 30300.00%0.20%0.44%Q2 2016Q3 202330
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 30300.12%0.22%0.32%Q2 2016Q3 202330
GLENMEDE TRUST CO NA 30300.01%0.04%0.16%Q2 2016Q3 202330
LOOMIS SAYLES & CO L P 30300.12%0.31%0.60%Q2 2016Q3 202330
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 30300.14%0.24%0.37%Q2 2016Q3 202330
TORONTO DOMINION BANK 30300.00%0.07%0.13%Q2 2016Q3 202330
BRISTOL JOHN W & CO INC /NY/ 30301.24%2.09%3.12%Q2 2016Q3 202330
Allianz Asset Management GmbH 30300.10%0.45%0.84%Q2 2016Q3 202330
Lombard Odier Asset Management (Europe) Ltd 18110.02%0.36%1.47%Q2 2016Q3 202329
Point72 Hong Kong Ltd 810.00%0.14%0.65%Q2 2016Q3 202229
Penserra Capital Management LLC 2630.00%0.04%0.38%Q2 2016Q3 202329
CHICAGO TRUST Co NA 2720.09%0.18%0.30%Q2 2016Q3 202329
AMF Tjanstepension AB 29290.25%0.44%0.81%Q3 2016Q3 202329
VICTORY CAPITAL MANAGEMENT INC 29290.00%0.06%0.14%Q3 2016Q3 202329
Veritable, L.P. 29290.04%0.07%0.10%Q2 2016Q2 202329
SUMITOMO LIFE INSURANCE CO 29290.07%0.27%0.49%Q3 2016Q3 202329
INGALLS & SNYDER LLC 29290.02%0.03%0.05%Q3 2016Q3 202329
J.P. Morgan Private Wealth Advisors LLC 2810.01%0.07%0.18%Q2 2016Q3 202329
CREDIT AGRICOLE S A 2260.00%0.19%0.65%Q2 2016Q3 202329
Connor, Clark & Lunn Investment Management Ltd. 2450.02%0.14%0.26%Q2 2016Q3 202329
Skandinaviska Enskilda Banken AB (publ) 2720.02%0.28%0.95%Q2 2016Q3 202329
Verition Fund Management LLC 910.00%0.06%0.21%Q2 2016Q3 202329
LORD, ABBETT & CO. LLC 29290.07%0.17%0.48%Q3 2016Q3 202329
BEACH INVESTMENT COUNSEL INC/PA 2810.02%0.05%0.10%Q3 2016Q4 202329
Kistler-Tiffany Companies, LLC 29290.00%0.01%0.02%Q2 2016Q2 202329
Ninety One SA (PTY) Ltd 29290.07%0.60%1.38%Q3 2016Q3 202329
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2450.18%0.28%0.44%Q2 2016Q3 202329
Private Advisor Group, LLC 27270.00%0.03%0.06%Q1 2017Q3 202329
Rehmann Capital Advisory Group 15140.04%0.07%0.09%Q2 2016Q3 202329
Progressive Investment Management Corp 2630.43%2.84%4.11%Q2 2016Q3 202329
BOKF, NA 2090.06%0.26%0.46%Q2 2016Q3 202329
USS Investment Management Ltd 29290.25%1.31%2.76%Q3 2016Q3 202329
TCW GROUP INC 2630.02%1.12%2.58%Q2 2016Q3 202329
WATERS PARKERSON & CO., LLC 2720.02%0.03%0.05%Q2 2016Q3 202329
Artisan Partners Limited Partnership 18100.03%0.75%1.98%Q2 2016Q3 202329
1832 Asset Management L.P. 2540.00%0.16%1.19%Q2 2016Q3 202329
IMS Capital Management 29290.16%0.90%1.44%Q3 2016Q3 202329
GAM Holding AG 2450.01%0.17%0.44%Q2 2016Q3 202329
Ironwood Investment Counsel, LLC 29290.08%0.15%0.25%Q3 2016Q3 202329
Janney Montgomery Scott LLC 29290.02%0.06%0.12%Q3 2016Q3 202329
PITTENGER & ANDERSON INC 29290.28%0.64%0.92%Q3 2016Q3 202329
Clean Yield Group 19100.02%0.09%0.24%Q2 2016Q3 202329
Mn Services Vermogensbeheer B.V. 19100.14%0.41%0.68%Q2 2016Q3 202329
SG Americas Securities, LLC 29290.00%0.05%0.16%Q3 2016Q3 202329
FIRST TRUST ADVISORS LP 19100.00%0.10%0.23%Q2 2016Q3 202329
COMERICA BANK 2720.00%0.14%0.24%Q2 2016Q3 202329
Advisory Services Network, LLC 2720.01%0.05%0.13%Q2 2016Q3 202329
Polaris Wealth Advisory Group, LLC 2710.08%0.68%1.96%Q3 2016Q3 202328
Russell Investments Group, Ltd. 28280.01%0.15%0.45%Q4 2016Q3 202328
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2610.00%0.03%0.07%Q2 2016Q3 202328
Parallel Advisors, LLC 28280.02%0.04%0.06%Q4 2016Q3 202328
TCI Wealth Advisors, Inc. 28280.01%0.02%0.04%Q2 2016Q1 202328
Andra AP-fonden 1260.04%0.16%0.33%Q2 2016Q3 202328
Schonfeld Strategic Advisors LLC 2110.02%0.36%1.11%Q2 2016Q3 202328
Harbor Advisors LLC 28280.41%0.80%1.07%Q4 2016Q3 202328
Northcape Capital Pty Ltd 28280.17%0.46%0.74%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.06%0.17%Q4 2016Q3 202328
Round Hill Asset Management 28289.30%11.90%13.58%Q4 2016Q3 202328
Trust Co 28280.03%0.11%0.25%Q2 2016Q1 202328
Spears Abacus Advisors LLC 2710.02%0.10%0.39%Q3 2016Q3 202328
Pflug Koory, LLC 28280.24%0.52%0.68%Q4 2016Q3 202328
ING GROEP NV 28280.02%0.14%0.80%Q2 2016Q1 202328
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 28281.32%1.55%1.98%Q4 2016Q3 202328
ADAGE CAPITAL PARTNERS GP, L.L.C. 2010.11%0.20%0.37%Q2 2016Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.02%0.10%Q4 2016Q3 202328
TEACHER RETIREMENT SYSTEM OF TEXAS 16120.02%0.20%0.44%Q2 2016Q3 202328
Thomasville National Bank 2710.06%0.19%0.48%Q2 2016Q3 202328
WEST PACES ADVISORS INC. 28280.02%0.03%0.04%Q4 2016Q3 202328
CWM, LLC 2080.00%0.07%0.14%Q3 2016Q3 202328
Valley Forge Capital Management, LP 282818.18%23.04%30.34%Q4 2016Q3 202328
FARMERS & MERCHANTS INVESTMENTS INC 28280.00%0.00%0.00%Q4 2016Q3 202328
BALYASNY ASSET MANAGEMENT L.P. 1510.00%0.14%0.66%Q2 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.10%0.21%0.38%Q4 2016Q3 202328
Radnor Capital Management, LLC 28280.07%0.18%0.51%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.05%0.13%0.19%Q4 2016Q3 202328
Richard Bernstein Advisors LLC 28280.02%0.13%0.29%Q2 2016Q1 202328
UNITED CAPITAL FINANCIAL ADVISORS, LLC 28280.01%0.21%0.42%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.08%0.27%0.49%Q4 2016Q3 202328
Pacer Advisors, Inc. 1440.00%0.09%0.35%Q2 2016Q3 202328
Artemis Investment Management LLP 28280.05%0.47%1.77%Q2 2016Q1 202328
EVERENCE CAPITAL MANAGEMENT INC 28280.18%0.25%0.33%Q4 2016Q3 202328
CIBC WORLD MARKETS CORP 28280.02%0.24%0.88%Q4 2016Q3 202328
Bishop Rock Capital, L.P. 28283.72%5.48%7.89%Q4 2016Q3 202328
WESTFIELD CAPITAL MANAGEMENT CO LP 27270.01%0.57%1.07%Q1 2017Q3 202327
Nippon Life Global Investors Americas, Inc. 1510.44%1.00%1.63%Q2 2016Q3 202327
STOCK YARDS BANK & TRUST CO 27270.03%0.06%0.17%Q1 2017Q3 202327
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.00%0.02%0.11%Q1 2017Q3 202327
Baystate Wealth Management LLC 27270.00%0.00%0.01%Q1 2017Q3 202327
GEORGE KAISER FAMILY FOUNDATION 27270.31%0.58%1.10%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.03%0.18%0.33%Q1 2017Q3 202327
NATIXIS 1440.00%0.35%1.16%Q3 2016Q3 202327
BANK OF HAWAII 27270.02%0.12%0.17%Q1 2017Q3 202327
Intermede Investment Partners Ltd 27272.22%4.17%5.61%Q1 2017Q3 202327
GOFEN & GLOSSBERG LLC /IL/ 27270.01%0.04%0.11%Q2 2016Q4 202227
BLAIR WILLIAM & CO/IL 27270.00%0.08%0.29%Q1 2017Q3 202327
Maple Capital Management, Inc. 1890.13%1.17%2.21%Q2 2016Q3 202327
Calamos Advisors LLC 2310.06%0.10%0.20%Q3 2016Q3 202327
TCI Fund Management 27270.20%4.37%12.01%Q1 2017Q3 202327
Cypress Capital Group 27270.27%0.61%0.84%Q1 2017Q3 202327
IFM Investors Pty Ltd 1980.17%0.26%0.36%Q4 2016Q3 202327
Tower Research Capital LLC (TRC) 2210.00%0.09%0.22%Q2 2016Q3 202327
State of Alaska, Department of Revenue 27270.01%0.17%0.25%Q1 2017Q3 202327
NORGES BANK 27270.06%0.16%0.29%Q2 2016Q4 202227
Atria Investments, Inc 27270.02%0.12%0.28%Q1 2017Q3 202327
Dorsey & Whitney Trust CO LLC 27270.04%0.07%0.10%Q1 2017Q3 202327
EP Wealth Advisors, LLC 27270.01%0.76%1.22%Q1 2017Q3 202327
Wellington Shields & Co., LLC 1610.06%0.91%1.35%Q3 2016Q3 202327
Penobscot Investment Management Company, Inc. 27270.07%1.11%1.58%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.00%0.01%0.01%Q4 2016Q3 202327
Employees Retirement System of Texas 1890.01%0.22%0.36%Q2 2016Q1 202327
Cerity Partners LLC 27270.02%0.13%0.30%Q1 2017Q3 202327
DOCK STREET ASSET MANAGEMENT INC 27271.60%2.87%4.71%Q1 2017Q3 202327
WASHINGTON TRUST Co 15120.07%0.35%0.77%Q4 2016Q3 202327
TWO SIGMA SECURITIES, LLC 710.00%0.05%0.26%Q2 2016Q3 202327
CENTRAL BANK & TRUST CO 2610.00%1.58%2.04%Q3 2016Q3 202327
Provident Investment Management, Inc. 26262.67%5.26%6.90%Q2 2017Q3 202326
Nicholas Hoffman & Company, LLC. 26260.02%0.11%0.27%Q2 2017Q3 202326
HANCOCK WHITNEY CORP 26260.02%0.11%0.37%Q2 2017Q3 202326
SIGNATUREFD, LLC 2420.01%0.04%0.06%Q2 2016Q3 202326
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1910.03%0.48%1.16%Q3 2016Q3 202326
SHEPHERD KAPLAN KROCHUK, LLC 26260.39%1.02%3.04%Q2 2016Q3 202226
Colonial Trust Advisors 26260.53%0.89%1.31%Q2 2017Q3 202326
GREAT LAKES ADVISORS, LLC 2240.01%0.11%0.50%Q3 2016Q3 202326
MML INVESTORS SERVICES, LLC 26260.01%0.03%0.06%Q2 2017Q3 202326
DekaBank Deutsche Girozentrale 1610.09%0.15%0.28%Q2 2016Q3 202326
DIMENSION CAPITAL MANAGEMENT LLC 26260.08%0.16%0.22%Q1 2017Q2 202326
NS Partners Ltd 26261.14%1.51%1.80%Q2 2017Q3 202326
PINNACLE FINANCIAL PARTNERS INC 26260.14%0.32%0.73%Q2 2017Q3 202326
PARSONS CAPITAL MANAGEMENT INC/RI 26260.09%0.13%0.19%Q2 2017Q3 202326
VIRGINIA RETIREMENT SYSTEMS ET AL 2420.03%0.48%1.00%Q2 2016Q4 202226
VIKING FUND MANAGEMENT LLC 26260.04%0.32%0.62%Q2 2017Q3 202326
SRS Capital Advisors, Inc. 1070.02%0.11%0.32%Q4 2016Q3 202326
LPL Financial LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
American Research & Management Co. 26260.01%0.01%0.02%Q2 2016Q3 202226
Crossmark Global Holdings, Inc. 2510.11%0.17%0.26%Q3 2016Q3 202326
FLAGSHIP HARBOR ADVISORS, LLC 2240.07%0.09%0.11%Q1 2017Q3 202326
EATON VANCE MANAGEMENT 26260.16%0.32%0.46%Q2 2016Q3 202226
COLONY GROUP LLC 26260.01%0.02%0.04%Q2 2017Q3 202326
Boston Trust Walden Corp 26260.01%0.02%0.02%Q2 2017Q3 202326
Mirae Asset Global Investments Co., Ltd. 2210.00%0.06%0.17%Q2 2016Q3 202326
MUFG Americas Holdings Corp 26260.06%0.09%0.12%Q2 2016Q3 202226
Israel Discount Bank of New York 1790.18%0.38%0.54%Q1 2017Q3 202326
FDx Advisors, Inc. 1910.01%0.04%0.17%Q3 2016Q3 202326
Texas Yale Capital Corp. 26260.05%0.10%0.15%Q2 2017Q3 202326
CULLINAN ASSOCIATES INC 26260.78%2.75%5.77%Q2 2017Q3 202326
Douglass Winthrop Advisors, LLC 15110.01%0.93%2.44%Q2 2016Q3 202326
Balentine LLC 1870.00%0.02%0.05%Q2 2016Q3 202325
Chesley Taft & Associates LLC 25250.08%0.19%0.26%Q3 2017Q3 202325
Segment Wealth Management, LLC 25250.07%0.33%0.95%Q3 2017Q3 202325
EDMOND DE ROTHSCHILD HOLDING S.A. 15100.00%0.07%0.30%Q3 2016Q3 202325
DUPONT CAPITAL MANAGEMENT CORP 2320.00%0.36%1.17%Q2 2017Q3 202325
Decatur Capital Management, Inc. 2411.04%1.55%2.40%Q2 2016Q3 202325
UMB Bank, n.a. 1110.01%0.02%0.05%Q2 2016Q3 202325
ADVISOR PARTNERS LLC 25250.10%0.22%0.35%Q2 2016Q2 202225
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
SYNOVUS FINANCIAL CORP 2410.00%0.02%0.04%Q2 2016Q3 202325
GREENLEAF TRUST 25250.00%0.14%0.25%Q3 2017Q3 202325
Pensionfund Sabic 25250.51%0.68%0.83%Q2 2016Q2 202225
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1830.15%0.51%1.19%Q2 2016Q3 202325
WEDBUSH SECURITIES INC 14110.03%0.06%0.08%Q4 2016Q3 202325
LEAVELL INVESTMENT MANAGEMENT, INC. 25250.03%0.04%0.07%Q3 2017Q3 202325
Janney Capital Management LLC 1930.01%0.04%0.48%Q4 2016Q3 202325
abrdn plc 25250.09%0.22%0.71%Q3 2017Q3 202325
EFG Asset Management (Americas) Corp. 25250.61%1.76%2.62%Q3 2017Q3 202325
HUNTINGTON NATIONAL BANK 25250.11%0.15%0.21%Q3 2017Q3 202325
DELTEC ASSET MANAGEMENT LLC 25250.25%0.65%1.04%Q4 2016Q4 202225
GRIFFIN ASSET MANAGEMENT, INC. 25250.05%0.08%0.10%Q3 2017Q3 202325
CUTLER INVESTMENT COUNSEL LLC 25250.14%0.22%0.30%Q3 2017Q3 202325
Robeco Schweiz AG 25250.01%0.08%0.27%Q3 2016Q3 202225
TIAA, FSB 25250.01%0.05%0.10%Q2 2017Q2 202325
ROOSEVELT INVESTMENT GROUP LLC 25250.72%1.43%2.10%Q3 2016Q3 202225
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q4 2016Q3 202325
BARINGS LLC 2010.01%0.06%0.27%Q2 2016Q1 202325
CenterStar Asset Management, LLC 1010.00%0.21%0.70%Q3 2019Q2 202225
STEPHENS INC /AR/ 25250.02%0.05%0.10%Q3 2017Q3 202325
Belpointe Asset Management LLC 25250.10%0.14%0.28%Q3 2017Q3 202325
Renaissance Technologies 1010.01%0.13%0.32%Q2 2016Q2 202324
IBM Retirement Fund 24240.12%0.21%0.32%Q2 2016Q1 202224
MOTCO 1510.00%0.07%0.54%Q3 2016Q3 202324
MERIDIAN INVESTMENT COUNSEL INC. 24240.10%0.14%0.21%Q4 2017Q3 202324
Cetera Advisor Networks LLC 2310.01%0.02%0.06%Q3 2016Q3 202324
TWO SIGMA ADVISERS, LP 1590.01%0.29%1.24%Q2 2016Q2 202224
Savant Capital, LLC 2310.02%0.03%0.06%Q3 2017Q3 202324
Aristotle Atlantic Partners, LLC 24240.07%0.30%1.33%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.05%0.40%Q4 2017Q3 202324
Ironvine Capital Partners, LLC 24241.71%4.22%5.31%Q4 2017Q3 202324
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1530.00%0.04%0.07%Q2 2016Q3 202324
Bell Asset Management Ltd 24240.91%1.36%1.84%Q4 2017Q3 202324
RMB Capital Management, LLC 24240.01%0.42%1.59%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.17%0.20%0.25%Q4 2017Q3 202324
Olstein Capital Management, L.P. 2040.31%0.59%1.08%Q1 2017Q3 202324
NN Investment Partners Holdings N.V. 24240.01%1.18%2.07%Q2 2016Q1 202224
Glassman Wealth Services 24240.00%0.01%0.03%Q4 2017Q3 202324
Summit Global Investments 24240.04%1.55%3.02%Q4 2017Q3 202324
Elgethun Capital Management 2310.09%0.14%0.21%Q4 2016Q3 202324
C Partners Holding GmbH 24240.12%1.89%3.84%Q4 2017Q3 202324
Ninety One North America, Inc. 24240.09%2.08%3.41%Q4 2017Q3 202324
Taikang Asset Management (Hong Kong) Co Ltd 24240.03%0.97%2.87%Q4 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.65%0.74%0.88%Q4 2017Q3 202324
PineBridge Investments, L.P. 1770.00%0.21%0.66%Q4 2016Q3 202324
Mariner, LLC 1510.01%0.05%0.09%Q1 2017Q3 202324
SVB WEALTH LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.07%0.15%0.30%Q4 2017Q3 202324
HBK Sorce Advisory LLC 24240.02%0.04%0.06%Q4 2017Q3 202324
SMITH SHELLNUT WILSON LLC /ADV 2130.19%0.25%0.34%Q3 2017Q3 202324
TOKIO MARINE ASSET MANAGEMENT CO LTD 1680.04%1.03%3.18%Q2 2016Q3 202324
Tarbox Family Office, Inc. 24240.00%0.01%0.01%Q2 2016Q1 202224
Fiera Capital Corp 2220.00%0.46%1.49%Q3 2017Q3 202324
Laurus Investment Counsel Inc. 24244.93%6.79%9.02%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.05%0.81%1.74%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.18%0.25%0.38%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.02%0.19%1.10%Q4 2017Q3 202324
ONTARIO TEACHERS PENSION PLAN BOARD 24240.00%0.24%0.68%Q2 2016Q1 202224
CNB Bank 24240.01%0.11%0.21%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.06%0.08%0.10%Q4 2017Q3 202324
Gemmer Asset Management LLC 24240.01%0.01%0.03%Q2 2016Q1 202224
Factorial Partners, LLC 24241.89%2.30%3.26%Q4 2017Q3 202324
Clear Harbor Asset Management, LLC 24240.12%0.66%1.04%Q4 2017Q3 202324
Third Point 24241.34%2.35%5.12%Q2 2016Q1 202224
MetLife Investment Management, LLC 24240.15%0.21%0.28%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.02%0.15%0.43%Q4 2017Q3 202324
Valeo Financial Advisors, LLC 1590.00%0.03%0.09%Q3 2017Q3 202324
Ativo Capital Management LLC 24240.37%0.75%1.15%Q2 2016Q1 202224
Kendall Capital Management 24240.26%1.38%2.50%Q4 2017Q3 202324
Regent Investment Management LLC 24240.08%0.10%0.13%Q1 2017Q4 202224
PARAMETRIC PORTFOLIO ASSOCIATES LLC 24240.07%0.18%0.32%Q2 2016Q1 202224
WMS Partners, LLC 24240.03%0.14%0.42%Q4 2017Q3 202324
Laurel Wealth Advisors, Inc. 2130.08%0.12%0.29%Q3 2016Q4 202224
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.30%0.59%1.04%Q4 2017Q3 202324
Cumberland Partners Ltd 24240.27%1.88%3.42%Q4 2017Q3 202324
Carroll Financial Associates, Inc. 23230.00%0.01%0.02%Q2 2016Q4 202123
PRUDENTIAL PLC 13100.00%0.03%0.08%Q3 2016Q3 202323
Legacy Financial Strategies, LLC 23230.38%0.69%0.87%Q1 2018Q3 202323
PARK NATIONAL CORP /OH/ 23230.08%0.66%1.01%Q2 2018Q4 202323
TWIN CAPITAL MANAGEMENT INC 2030.04%0.52%0.80%Q2 2017Q3 202323
BRIDGES INVESTMENT MANAGEMENT INC 23230.09%0.71%1.09%Q1 2018Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.00%0.22%0.47%Q1 2018Q3 202323
Oakworth Capital, Inc. 23230.00%0.00%0.01%Q1 2018Q3 202323
Rothschild & Co Wealth Management UK Ltd 23236.64%9.90%13.49%Q1 2018Q3 202323
BRADLEY FOSTER & SARGENT INC/CT 1310.01%0.11%0.63%Q3 2016Q3 202323
Rockefeller Capital Management L.P. 23230.02%0.07%0.18%Q1 2018Q3 202323
MEEDER ASSET MANAGEMENT INC 1130.00%0.13%0.54%Q2 2016Q3 202223
CI INVESTMENTS INC. 23230.47%0.91%1.64%Q1 2018Q3 202323
Gryphon Financial Partners LLC 2030.01%0.10%0.16%Q4 2017Q3 202323
Haverford Trust Co 23230.00%1.25%1.82%Q1 2018Q3 202323
Mount Yale Investment Advisors, LLC 23230.01%0.27%0.46%Q1 2018Q3 202323
Man Group plc 23230.03%0.20%0.68%Q1 2018Q3 202323
BAMCO INC /NY/ 23230.01%0.03%0.06%Q1 2018Q3 202323
WealthShield Partners, LLC 1940.08%0.22%0.39%Q4 2017Q3 202323
Sheaff Brock Investment Advisors, LLC 23230.02%0.08%0.16%Q1 2018Q3 202323
MERITAGE PORTFOLIO MANAGEMENT 23230.04%0.75%1.22%Q1 2018Q3 202323
JUPITER ASSET MANAGEMENT LTD 710.02%0.29%1.09%Q2 2016Q3 202323
Argent Trust Co 23230.05%0.14%0.25%Q1 2018Q3 202323
Ballentine Partners, LLC 23230.01%0.02%0.05%Q1 2018Q3 202323
Plante Moran Financial Advisors, LLC 2210.00%0.02%0.18%Q2 2016Q2 202323
Achmea Investment Management B.V. 970.00%0.22%1.20%Q1 2017Q3 202323
Silvant Capital Management LLC 23230.41%0.84%1.62%Q1 2018Q3 202323
Patriot Financial Group Insurance Agency, LLC 23230.00%0.01%0.03%Q4 2016Q2 202223
WADE G W & INC 23230.03%0.05%0.08%Q1 2018Q3 202323
People's United Financial, Inc. 1490.00%0.03%0.09%Q2 2016Q1 202223
FIRST FOUNDATION ADVISORS 23230.01%0.10%0.15%Q1 2018Q3 202323
Pensionfund DSM Netherlands 23230.19%0.59%0.73%Q2 2016Q4 202123
Carnegie Capital Asset Management, LLC 1940.01%0.02%0.03%Q4 2017Q3 202323
Treasurer of the State of North Carolina 23230.19%0.25%0.35%Q1 2018Q3 202323
FIRST FINANCIAL CORP /IN/ 1760.01%0.02%0.05%Q2 2016Q3 202323
Harvest Fund Management Co., Ltd 1760.01%0.04%0.11%Q2 2017Q3 202323
Redwood Investments, LLC 23230.13%0.26%0.52%Q1 2018Q3 202323
Banco Santander, S.A. 23230.01%0.09%0.50%Q1 2018Q3 202323
Doyle Wealth Management 23230.07%0.43%1.27%Q1 2017Q3 202223
State of New Jersey Common Pension Fund D 23230.03%0.18%0.27%Q1 2018Q3 202323
Gradient Investments LLC 1750.00%0.00%0.00%Q4 2017Q3 202322
BRIGHTON JONES LLC 22220.06%0.07%0.08%Q2 2018Q3 202322
TRILLIUM ASSET MANAGEMENT, LLC 22220.02%0.03%0.04%Q2 2018Q3 202322
Fieldpoint Private Securities, LLC 22222.54%3.26%4.23%Q1 2017Q2 202222
Sigma Planning Corp 1840.01%0.05%0.31%Q4 2017Q3 202322
DAVIS CAPITAL PARTNERS, LLC 22221.00%2.92%4.90%Q2 2016Q3 202122
Snowden Capital Advisors LLC 1480.03%0.19%0.68%Q1 2018Q3 202322
Elite Wealth Management, Inc. 22220.11%0.72%2.28%Q4 2017Q1 202322
MARTINGALE ASSET MANAGEMENT L P 22220.01%0.11%0.30%Q3 2017Q4 202222
Boston Partners 22220.00%0.01%0.03%Q1 2018Q2 202322
Stonehage Fleming Financial Services Holdings Ltd 22220.28%3.71%8.24%Q2 2018Q3 202322
PRELUDE CAPITAL MANAGEMENT, LLC 1510.00%0.04%0.15%Q4 2016Q3 202322
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
World Asset Management Inc 22220.11%0.18%0.24%Q2 2016Q3 202122
First Eagle Investment Management, LLC 1390.01%0.03%0.09%Q2 2016Q3 202222
GM Advisory Group, LLC 1910.04%0.07%0.11%Q4 2017Q3 202322
Mandatum Life Insurance Co Ltd 22220.44%1.08%1.69%Q2 2016Q3 202122
COZAD ASSET MANAGEMENT INC 22220.19%0.47%1.00%Q2 2018Q3 202322
J. L. Bainbridge & Co., Inc. 22220.04%0.07%0.14%Q2 2018Q3 202322
SECURITY NATIONAL TRUST CO 22220.07%0.08%0.10%Q2 2016Q3 202122
Cetera Investment Advisers 22220.03%0.06%0.08%Q2 2018Q3 202322
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22220.00%0.06%0.15%Q2 2018Q3 202322
MONTAG & CALDWELL, LLC 2110.03%2.17%3.98%Q1 2017Q3 202322
ACADIAN ASSET MANAGEMENT LLC 1660.00%0.01%0.11%Q1 2017Q3 202322
AustralianSuper Pty Ltd 22220.20%1.07%2.20%Q2 2018Q3 202322
Certified Advisory Corp 11110.48%0.78%1.15%Q4 2017Q3 202322
USA FINANCIAL FORMULAS 1310.00%0.35%1.06%Q3 2016Q3 202322
Freedom Day Solutions, LLC 22220.19%1.53%2.28%Q2 2018Q3 202322
James Hambro & Partners 1710.83%4.61%7.62%Q1 2018Q3 202321
FIRST MIDWEST BANK TRUST DIVISION 2010.04%0.36%0.53%Q2 2016Q4 202121
OPTIMUM INVESTMENT ADVISORS 21210.00%0.01%0.06%Q1 2018Q1 202321
ALLSTATE CORP 2010.03%0.10%0.20%Q2 2017Q3 202321
Cadence Bank 1560.05%0.17%0.42%Q4 2017Q3 202321
Impax Asset Management Group plc 21210.01%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.10%0.21%Q3 2018Q3 202321
Barrett Asset Management, LLC 21210.00%0.00%0.02%Q1 2017Q1 202221
Diversified Trust Co 21210.04%0.18%0.26%Q4 2018Q4 202321
Aureus Asset Management, LLC 1910.04%2.10%2.84%Q3 2016Q3 202321
Independent Advisor Alliance 21210.00%0.14%0.47%Q3 2018Q3 202321
PICTET ASSET MANAGEMENT LTD 21210.05%0.07%0.08%Q2 2016Q2 202121
FIRST HAWAIIAN BANK 21210.04%0.10%0.19%Q3 2018Q3 202321
Kalos Management, Inc. 1330.19%0.53%0.98%Q4 2016Q2 202221
Capital World Investors 21210.01%0.24%0.44%Q3 2018Q3 202321
Avior Wealth Management, LLC 1810.00%0.01%0.02%Q3 2016Q3 202321
QS Investors, LLC 21210.00%0.01%0.02%Q2 2016Q2 202121
ALTA CAPITAL MANAGEMENT LLC/ 21211.12%2.70%3.06%Q3 2018Q3 202321
Birch Hill Investment Advisors LLC 21210.03%0.28%0.49%Q3 2018Q3 202321
Assenagon Asset Management S.A. 1010.00%0.15%0.58%Q3 2017Q3 202321
WAFRA INC. 11100.07%0.85%1.91%Q1 2016Q3 202321
FLOSSBACH VON STORCH AG 21210.01%0.30%0.86%Q3 2018Q3 202321
AMP Capital Investors Ltd 21210.10%0.20%0.38%Q3 2016Q3 202121
CPWM, LLC 1920.02%0.04%0.05%Q3 2016Q3 202221
Princeton Portfolio Strategies Group LLC 21210.84%1.12%1.42%Q2 2016Q2 202121
ENTERPRISE FINANCIAL SERVICES CORP 21210.01%0.01%0.02%Q2 2016Q2 202121
Cetera Advisors LLC 21210.01%0.03%0.23%Q3 2018Q3 202321
Walleye Capital LLC 750.00%0.05%0.37%Q1 2019Q3 202321
Empirical Finance, LLC 1610.02%0.16%0.29%Q4 2016Q3 202321
Ardevora Asset Management LLP 21210.69%0.88%1.28%Q4 2017Q4 202221
American Portfolios Advisors 20200.02%0.03%0.05%Q4 2017Q3 202220
Claar Advisors LLC 20204.51%5.35%6.28%Q4 2018Q3 202320
ARTHUR M. COHEN & ASSOCIATES, LLC 810.05%0.15%0.24%Q4 2017Q3 202320
QVR LLC 430.00%0.09%0.35%Q1 2021Q4 202220
Wealthfront Advisers LLC 20200.01%0.03%0.06%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20202.44%2.94%3.74%Q4 2018Q3 202320
Grove Bank & Trust 1410.01%0.05%0.08%Q4 2016Q3 202320
NewEdge Advisors, LLC 1810.00%0.03%0.13%Q4 2016Q3 202320
WINTON GROUP Ltd 830.01%0.07%0.25%Q4 2016Q1 202320
MONTAG A & ASSOCIATES INC 1910.02%0.15%0.34%Q2 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.10%0.25%0.42%Q4 2018Q3 202320
LS Investment Advisors, LLC 20200.15%0.28%0.36%Q2 2016Q1 202120
Locust Wood Capital Advisers 1610.48%2.59%4.76%Q2 2019Q3 202320
Zions Bancorporation, N.A. 20200.01%0.10%0.30%Q4 2018Q3 202320
SIT INVESTMENT ASSOCIATES INC 1280.00%0.11%0.22%Q3 2018Q3 202320
ETF MANAGERS GROUP, LLC 1710.00%0.05%0.30%Q1 2016Q4 202220
Lindbrook Capital, LLC 20200.04%0.06%0.10%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.10%0.16%0.27%Q4 2018Q3 202320
Engineers Gate Manager LP 410.02%0.16%0.71%Q3 2016Q3 202320
Spearhead Capital Advisors, LLC 20200.79%1.24%1.42%Q4 2017Q3 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.06%0.13%0.26%Q3 2017Q2 202220
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 10100.00%0.27%0.64%Q1 2017Q2 202220
ROYAL LONDON ASSET MANAGEMENT LTD 20200.15%0.24%0.32%Q4 2018Q3 202320
SCHWARTZ INVESTMENT COUNSEL INC 20200.80%1.87%2.75%Q4 2018Q3 202320
EQUITABLE TRUST CO 20200.12%0.76%2.18%Q4 2018Q3 202320
NBT BANK N A /NY 1640.04%0.09%0.18%Q2 2016Q3 202320
GUARDIAN CAPITAL LP 20200.01%0.04%0.08%Q4 2018Q3 202320
Tesco Pension Investment Ltd 20201.00%1.59%2.56%Q3 2017Q2 202220
Redpoint Investment Management Pty Ltd 20200.18%0.25%0.38%Q4 2017Q3 202220
AMUNDI ASSET MANAGEMENT US, INC. 20200.02%0.14%0.41%Q2 2016Q1 202120
IRIDIAN ASSET MANAGEMENT LLC/CT 20200.01%2.63%3.48%Q2 2016Q1 202120
MARSICO CAPITAL MANAGEMENT LLC 1280.01%2.56%5.52%Q3 2018Q3 202320
PATHSTONE FAMILY OFFICE, LLC 1220.00%0.06%0.10%Q2 2016Q3 202320
SIRIOS CAPITAL MANAGEMENT L P 20200.14%2.91%10.70%Q4 2018Q3 202320
Pinnacle Bancorp, Inc. 20200.01%0.04%0.06%Q4 2018Q3 202320
BP PLC 10100.09%0.20%0.31%Q2 2016Q2 202120
Ellevest, Inc. 20200.04%0.07%0.10%Q4 2018Q3 202320
Coronation Fund Managers Ltd. 1280.09%0.29%0.70%Q3 2016Q3 202320
Venturi Wealth Management, LLC 20200.05%0.08%0.13%Q4 2018Q3 202320
Kinneret Advisory, LLC 20200.15%0.44%0.94%Q4 2018Q3 202320
Railway Pension Investments Ltd 20200.04%1.01%1.65%Q4 2018Q3 202320
Qube Research & Technologies Ltd 510.00%0.15%0.52%Q1 2018Q3 202320
NICHOLAS COMPANY, INC. 20200.69%1.08%1.27%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.16%0.25%0.34%Q4 2018Q3 202320
Totem Point Management, LLC 20203.43%8.36%15.28%Q4 2018Q3 202320
SPINNAKER TRUST 19190.03%0.04%0.05%Q1 2019Q3 202319
Members Trust Co 1020.02%0.03%0.04%Q2 2016Q3 202319
MASON STREET ADVISORS, LLC 19190.10%0.16%0.24%Q2 2016Q4 202019
Enterprise Bank & Trust Co 19190.36%0.82%1.04%Q1 2019Q3 202319
Lombard Odier Asset Management (Switzerland) SA 910.04%0.28%0.83%Q1 2018Q3 202319
COUNTRY TRUST BANK 19190.00%0.00%0.00%Q2 2019Q4 202319
Hilltop Holdings Inc. 19190.05%0.11%0.32%Q1 2019Q3 202319
AGF Investments LLC 19190.00%0.22%0.61%Q4 2017Q2 202219
VAN ECK ASSOCIATES CORP 19190.00%0.02%0.06%Q1 2019Q3 202319
Alexandria Capital, LLC 19190.00%0.03%0.04%Q1 2017Q3 202119
FMA ADVISORY INC 19190.24%0.29%0.38%Q1 2017Q3 202119
StrategIQ Financial Group, LLC 19190.03%0.05%0.08%Q1 2019Q3 202319
Clarius Group, LLC 19190.09%0.12%0.15%Q1 2019Q3 202319
Hills Bank & Trust Co 19190.07%0.29%0.46%Q1 2019Q3 202319
Marshall Wace North America L.P. 19190.13%0.88%1.86%Q1 2017Q3 202119
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.06%0.16%Q1 2019Q3 202319
North Star Investment Management Corp. 1230.00%0.01%0.02%Q2 2016Q3 202319
Haverford Financial Services, Inc. 19191.16%1.92%3.12%Q1 2019Q3 202319
Findlay Park Partners LLP 1540.19%1.92%3.32%Q4 2016Q3 202319
Kemper Corp Master Retirement Trust 19190.62%2.17%3.47%Q2 2016Q4 202019
Blue Chip Partners, LLC 1410.01%0.02%0.04%Q1 2018Q3 202319
Aperio Group, LLC 19190.09%0.17%0.32%Q2 2016Q4 202019
FIRST NATIONAL CORP /MA/ /ADV 1810.16%0.24%0.47%Q4 2018Q3 202319
Capital Analysts, LLC 19190.00%0.03%0.06%Q1 2019Q3 202319
FinTrust Capital Advisors, LLC 1630.00%0.01%0.02%Q4 2018Q3 202319
HARRIS ASSOCIATES L P 19190.00%0.24%0.61%Q1 2019Q3 202319
RENAISSANCE GROUP LLC 19190.01%1.07%1.41%Q2 2018Q4 202219
Private Capital Group, LLC 19190.01%0.03%0.10%Q4 2017Q2 202219
Cutter & CO Brokerage, Inc. 19190.10%0.18%0.30%Q1 2018Q3 202219
BBVA USA Bancshares, Inc. 1360.05%0.06%0.08%Q2 2016Q1 202119
Migdal Insurance & Financial Holdings Ltd. 1810.00%0.23%0.60%Q2 2016Q4 202119
COMERICA SECURITIES,INC. 19190.03%0.43%0.66%Q1 2019Q3 202319
Brookstone Capital Management 1450.01%0.05%0.10%Q2 2016Q2 202219
BAILARD, INC. 1720.01%0.28%0.51%Q2 2018Q3 202319
Manning & Napier Group, LLC 19190.57%0.76%1.14%Q1 2019Q3 202319
Edgestream Partners, L.P. 710.03%0.35%1.20%Q3 2016Q3 202319
D.B. Root & Company, LLC 19190.08%0.13%0.22%Q1 2019Q3 202319
First National Bank of South Miami 19190.28%0.35%0.48%Q4 2018Q2 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.01%0.11%0.44%Q1 2019Q3 202319
Arden Trust Co 19190.15%0.23%0.38%Q2 2019Q4 202319
COLDSTREAM CAPITAL MANAGEMENT INC 1540.02%0.16%0.31%Q4 2018Q3 202319
SCHRODER INVESTMENT MANAGEMENT GROUP 1720.00%0.05%0.15%Q1 2018Q3 202319
Heritage Trust Co 19190.06%0.11%0.18%Q1 2019Q3 202319
Frontier Wealth Management LLC 1810.03%0.21%0.60%Q3 2016Q2 202219
Holocene Advisors, LP 1250.32%0.74%1.29%Q1 2019Q3 202319
OSSIAM 19190.00%0.20%0.84%Q1 2019Q3 202319
MCKINLEY CAPITAL MANAGEMENT LLC 19190.01%0.03%0.05%Q2 2016Q4 202019
BANQUE PICTET & CIE SA 1520.01%0.07%0.11%Q2 2016Q3 202319
Alberta Investment Management Corp 1010.01%0.20%0.62%Q4 2016Q3 202319
FINANCIAL COUNSELORS INC 1540.02%0.08%0.19%Q1 2017Q3 202319
PROFESSIONAL ADVISORY SERVICES INC 19191.74%1.95%2.14%Q1 2019Q3 202319
FIRST MERCANTILE TRUST CO 840.01%0.02%0.04%Q2 2016Q3 202118
COMGEST GLOBAL INVESTORS S.A.S. 1080.03%1.07%2.92%Q2 2016Q3 202318
Alkeon Capital Management 18180.06%0.28%0.63%Q2 2019Q3 202318
Cohen Klingenstein LLC 18180.08%0.09%0.11%Q2 2019Q3 202318
CULLEN/FROST BANKERS, INC. 1620.00%0.15%0.28%Q1 2019Q3 202318
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18180.00%0.01%0.07%Q2 2019Q3 202318
U S GLOBAL INVESTORS INC 910.00%0.50%1.71%Q4 2016Q4 202118
Stratos Wealth Partners, LTD. 1310.00%0.04%0.07%Q4 2017Q3 202318
Integrated Wealth Concepts LLC 1710.01%0.04%0.08%Q1 2019Q3 202318
NORTH AMERICAN MANAGEMENT CORP 1710.03%0.06%0.08%Q3 2016Q1 202118
Community Bank, N.A. 18180.03%0.05%0.06%Q2 2019Q3 202318
Violich Capital Management, Inc. 18180.04%0.05%0.06%Q2 2019Q3 202318
Pendal Group Ltd 1210.00%0.39%4.19%Q2 2017Q4 202218
DARRELL & KING LLC 1440.07%0.13%0.27%Q2 2016Q4 202018
Avitas Wealth Management LLC 1170.12%0.26%0.32%Q2 2018Q3 202318
Fisher Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Virtu Financial LLC 310.01%0.13%0.72%Q4 2016Q3 202318
Insight Wealth Strategies, LLC 18180.17%0.32%0.42%Q4 2018Q1 202318
DAVENPORT & Co LLC 18180.00%0.04%0.10%Q2 2019Q3 202318
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 830.00%0.01%0.04%Q1 2018Q3 202318
Sustainable Insight Capital Management, LLC 1210.14%1.54%3.55%Q3 2018Q3 202318
SADOFF INVESTMENT MANAGEMENT LLC 1530.02%0.03%0.03%Q1 2018Q3 202218
Laffer Tengler Investments, Inc. 940.04%0.22%0.71%Q4 2016Q3 202318
Matthew Goff Investment Advisor, LLC 1710.07%0.34%4.65%Q2 2018Q3 202318
WADDELL & REED FINANCIAL INC 18180.12%0.37%0.69%Q4 2016Q1 202118
AVANTAX ADVISORY SERVICES, INC. 18180.01%0.03%0.07%Q2 2019Q3 202318
Sompo Asset Management Co., Ltd. 18180.09%0.83%1.37%Q2 2019Q3 202318
COMPTON CAPITAL MANAGEMENT INC /RI 1310.07%0.11%0.14%Q1 2018Q4 202218
Waldron Private Wealth LLC 1710.02%0.03%0.04%Q1 2019Q3 202318
ALPHA WINDWARD LLC 18180.16%0.22%0.32%Q2 2016Q3 202018
QUEST INVESTMENT MANAGEMENT LLC 1441.11%1.50%2.07%Q4 2017Q3 202318
Polar Capital LLP 18180.22%0.67%1.03%Q2 2016Q3 202018
Trexquant Investment LP 910.01%0.31%1.15%Q4 2016Q3 202218
Milestone Resources Group Ltd 1354.45%5.95%10.66%Q4 2017Q3 202318
Shulman DeMeo Asset Management LLC 1080.08%0.12%0.17%Q1 2019Q3 202318
SUN LIFE FINANCIAL INC 18180.00%0.01%0.03%Q4 2016Q1 202118
RATIONAL ADVISORS LLC 1620.00%0.35%0.90%Q1 2017Q3 202318
Brendel Financial Advisors LLC 18180.16%1.88%6.99%Q2 2019Q3 202318
NEXT Financial Group, Inc 1110.00%0.02%0.06%Q2 2016Q4 202118
Simplicity Solutions, LLC 1620.02%0.08%0.17%Q4 2018Q3 202318
Horizon Investments, LLC 1170.01%0.04%0.09%Q1 2019Q3 202318
JAG CAPITAL MANAGEMENT, LLC 18180.46%0.87%2.84%Q2 2019Q3 202318
Wealthspire Advisors, L.P. 18180.01%0.01%0.03%Q2 2016Q3 202018
CX Institutional 1440.00%0.06%0.27%Q1 2019Q3 202318
KING LUTHER CAPITAL MANAGEMENT CORP 18180.01%0.03%0.08%Q2 2019Q3 202318
AE Wealth Management LLC 18180.01%0.13%0.22%Q2 2019Q3 202318
Magellan Asset Management Ltd 18180.00%0.00%0.01%Q2 2019Q3 202318
Principle Wealth Partners LLC 18180.04%0.07%0.11%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 1530.04%0.14%0.26%Q1 2019Q3 202318
PEAK6 Group LLC 990.00%0.02%0.07%Q2 2016Q2 201818
Cresset Asset Management, LLC 1520.00%0.02%0.07%Q4 2018Q3 202317
TAP Consulting, LLC 1610.92%1.70%2.29%Q1 2019Q2 202317
Strategic Global Advisors, LLC 17170.13%1.13%3.01%Q1 2018Q1 202217
TimeScale Financial, Inc. 17170.00%0.01%0.02%Q2 2019Q2 202317
BRINKER CAPITAL INC 17170.03%0.14%0.27%Q2 2016Q2 202017
FineMark National Bank & Trust 1430.01%0.02%0.02%Q2 2016Q3 202317
BESSEMER SECURITIES LLC 17170.16%0.55%1.06%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.00%0.02%0.04%Q3 2019Q3 202317
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 17170.01%0.24%0.52%Q2 2017Q2 202117
PHILADELPHIA TRUST CO 17170.03%0.04%0.06%Q3 2019Q3 202317
Coastline Trust Co 1610.04%0.31%0.62%Q3 2018Q1 202317
SeaTown Holdings Pte. Ltd. 1610.99%2.76%5.92%Q3 2018Q3 202317
FORTE CAPITAL LLC /ADV 1430.05%0.07%0.10%Q2 2017Q3 202317
MACKAY SHIELDS LLC 17170.06%0.13%0.26%Q1 2018Q1 202217
Freedom Investment Management, Inc. 1160.01%0.18%0.43%Q4 2016Q3 202317
Onex Canada Asset Management Inc. 17170.71%1.12%2.14%Q3 2019Q3 202317
THOMPSON SIEGEL & WALMSLEY LLC 1610.00%0.00%0.02%Q2 2016Q3 202317
Freestone Capital Holdings, LLC 17170.00%0.07%0.20%Q3 2019Q3 202317
SCHOLTZ & COMPANY, LLC 1520.29%2.14%3.91%Q2 2018Q3 202317
EVOKE WEALTH, LLC 17170.00%0.14%0.27%Q3 2019Q3 202317
Country Club Trust Company, n.a. 17170.03%0.04%0.06%Q4 2017Q4 202117
GSA CAPITAL PARTNERS LLP 510.04%0.13%0.75%Q2 2016Q1 202317
Sunbelt Securities, Inc. 1410.01%0.08%0.17%Q4 2016Q3 202317
Faithward Advisors, LLC 17170.09%0.12%0.24%Q3 2019Q3 202317
SMITH ASSET MANAGEMENT GROUP LP 17170.00%0.19%0.59%Q2 2017Q2 202117
Prospera Financial Services Inc 17170.02%0.04%0.08%Q3 2019Q3 202317
National Mutual Insurance Federation of Agricultural Cooperatives 17170.02%0.16%0.25%Q3 2019Q3 202317
SEEYOND 17170.02%0.11%0.30%Q4 2018Q4 202217
STEVENS CAPITAL MANAGEMENT LP 610.04%0.42%0.98%Q2 2016Q1 202317
Rain Capital Management, LLC 17170.00%0.02%0.03%Q3 2019Q3 202317
SpiderRock Advisors, LLC 17170.07%0.26%0.85%Q3 2019Q3 202317
Rings Capital Management 171715.93%41.80%47.13%Q4 2018Q4 202217
Capital Research Global Investors 17170.06%0.22%0.45%Q3 2019Q3 202317
Jacobsen Capital Management 1430.40%0.78%0.99%Q2 2019Q3 202317
OMERS ADMINISTRATION Corp 720.03%0.93%2.63%Q2 2016Q3 202317
BOSTON FINANCIAL MANGEMENT LLC 17170.03%0.05%0.11%Q3 2019Q3 202317
WEALTHSOURCE PARTNERS, LLC 1610.04%0.07%0.14%Q3 2018Q3 202317
KINGS POINT CAPITAL MANAGEMENT 17170.68%1.24%1.59%Q1 2018Q1 202217
UNITED SERVICES AUTOMOBILE ASSOCIATION 1430.01%0.07%0.11%Q2 2016Q4 202217
Fulcrum Capital LLC 17171.94%2.23%2.78%Q3 2019Q3 202317
BI Asset Management Fondsmaeglerselskab A/S 17170.04%0.84%1.53%Q3 2019Q3 202317
HAP Trading, LLC 410.00%0.12%0.42%Q1 2017Q2 202217
ROCKLAND TRUST CO 17170.04%0.23%0.58%Q3 2019Q3 202317
One Wealth Advisors, LLC 1110.01%0.06%0.10%Q4 2017Q3 202316
Cornerstone Advisors, LLC 16160.21%0.50%0.76%Q4 2019Q3 202316
HWG Holdings LP 620.01%0.30%1.03%Q2 2019Q4 202316
FIRST NATIONAL BANK OF OMAHA 1510.01%0.02%0.04%Q2 2016Q2 202016
Strategic Wealth Partners, Ltd. 880.00%0.05%0.16%Q4 2017Q1 202316
Ethic Inc. 16160.32%0.51%0.88%Q4 2019Q3 202316
Harel Insurance Investments & Financial Services Ltd. 16160.00%0.02%0.12%Q4 2019Q3 202316
STRATEGY ASSET MANAGERS LLC 510.05%0.25%0.73%Q2 2016Q3 202316
Bleichroeder LP 16161.73%2.71%3.60%Q4 2019Q3 202316
Meritage Group LP 16161.22%3.19%4.18%Q2 2016Q1 202016
Illinois Municipal Retirement Fund 16160.04%0.31%1.46%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 16160.01%0.06%0.08%Q4 2019Q3 202316
Vestcor Inc 16160.05%0.11%0.25%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.13%0.18%0.29%Q4 2019Q3 202316
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.00%0.01%0.04%Q4 2019Q3 202316
Vigilant Capital Management, LLC 970.00%0.00%0.01%Q2 2019Q2 202316
Moors & Cabot, Inc. 1410.00%0.03%0.05%Q4 2019Q3 202316
QCI ASSET MANAGEMENT INC/NY 16160.00%0.00%0.01%Q2 2016Q1 202016
Point View Wealth Management, Inc. 1510.11%0.16%0.26%Q3 2016Q4 202016
Ninepoint Partners LP 530.02%0.10%0.31%Q3 2017Q3 202316
Strategic Blueprint, LLC 1420.03%0.06%0.14%Q3 2019Q3 202316
MITCHELL CAPITAL MANAGEMENT CO 16160.65%0.95%1.20%Q4 2019Q3 202316
Legacy Financial Advisors, Inc. 1060.00%0.04%0.08%Q4 2017Q3 202316
Homrich & Berg 16160.01%0.02%0.03%Q4 2017Q3 202116
CYPRESS FUNDS LLC 16160.88%5.16%6.83%Q4 2019Q3 202316
Prestige Wealth Management Group LLC 1510.00%0.06%0.17%Q4 2018Q3 202316
Geo Capital Gestora de Recursos Ltd 1330.05%1.02%4.81%Q4 2018Q3 202316
Transamerica Financial Advisors, Inc. 610.02%0.17%1.27%Q1 2018Q3 202316
OAKMONT Corp 16160.12%0.26%0.67%Q4 2019Q3 202316
M&G INVESTMENT MANAGEMENT LTD 16160.07%0.15%0.26%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.06%0.18%0.32%Q4 2019Q3 202316
REILLY FINANCIAL ADVISORS, LLC 16160.00%0.01%0.01%Q1 2018Q4 202116
Copeland Capital Management, LLC 16160.00%0.08%0.23%Q4 2018Q3 202216
HighTower Trust Company, N.A. 16160.54%0.82%1.12%Q2 2019Q1 202316
LMR Partners LLP 510.00%0.21%0.54%Q2 2017Q3 202316
Monterey Private Wealth, Inc. 16160.33%0.39%0.47%Q4 2019Q3 202316
C M BIDWELL & ASSOCIATES LTD 1020.00%0.19%0.97%Q2 2016Q1 202216
Relyea Zuckerberg Hanson LLC 16160.11%0.15%0.22%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.16%0.23%0.38%Q4 2019Q3 202316
Swedbank 16160.64%0.90%1.26%Q1 2017Q4 202016
Birch Capital Management, LLC 16163.61%4.42%5.40%Q4 2019Q3 202316
AlphaCrest Capital Management LLC 16160.02%0.15%0.55%Q4 2018Q3 202216
Intersect Capital LLC 1420.09%0.12%0.24%Q2 2018Q2 202216
Financial Gravity Asset Management, Inc. 1030.00%0.11%0.44%Q1 2018Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.11%0.18%0.25%Q4 2019Q3 202316
RiverPark Advisors, LLC 16160.12%0.36%1.11%Q4 2019Q3 202316
COMMERZBANK AKTIENGESELLSCHAFT /FI 1110.00%0.01%0.04%Q2 2016Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.02%0.03%0.07%Q4 2019Q3 202316
Waverly Advisors, LLC 1410.01%0.02%0.04%Q4 2017Q3 202316
Fiduciary Group LLC 1420.04%0.04%0.05%Q3 2019Q3 202316
Lenox Wealth Advisors, LLC 16160.00%0.01%0.01%Q2 2018Q1 202216
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1510.01%0.02%0.03%Q3 2018Q3 202316
Covington Capital Management 1210.00%0.10%0.23%Q4 2017Q3 202216
Wedgewood Partners 16161.11%2.37%2.90%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.03%0.03%0.04%Q4 2019Q3 202316
NovaPoint Capital, LLC 16161.28%1.47%1.74%Q4 2019Q3 202316
Cavalier Investments, LLC 1150.13%0.37%0.74%Q4 2017Q4 202216
JACKSON SQUARE CAPITAL, LLC 16160.12%0.18%0.24%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.52%0.65%0.76%Q4 2019Q3 202316
First National Bank of Hutchinson 16160.12%0.29%0.50%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.13%0.22%0.32%Q4 2019Q3 202316
Crewe Advisors LLC 1330.00%0.02%0.11%Q1 2019Q2 202316
Integrated Advisors Network LLC 16160.01%0.03%0.06%Q4 2019Q3 202316
Oribel Capital Management, LP 410.24%1.47%3.48%Q1 2017Q3 202316
DUNCKER STREETT & CO INC 16160.00%0.35%0.70%Q4 2019Q3 202316
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 16160.32%0.46%0.69%Q4 2019Q3 202316
Smith, Salley & Associates 16160.62%0.91%1.26%Q4 2019Q3 202316
WESBANCO BANK INC 1150.02%0.03%0.04%Q3 2019Q3 202316
Ayrshire Capital Management LLC 16160.21%0.24%0.28%Q4 2019Q3 202316
PIEDMONT INVESTMENT ADVISORS INC 16160.12%0.31%0.67%Q2 2016Q1 202016
Pekin Hardy Strauss, Inc. 1420.04%0.05%0.06%Q3 2019Q3 202316
DAVIDSON TRUST CO 16160.38%0.55%0.70%Q4 2019Q3 202316
DOWLING & YAHNKE LLC 810.01%0.02%0.03%Q2 2017Q3 202216
Perigon Wealth Management, LLC 1510.04%0.08%0.10%Q3 2011Q3 202316
MARSHALL WACE ASIA Ltd 1310.20%1.88%3.56%Q1 2017Q3 202116
Center for Financial Planning, Inc. 16160.00%0.15%0.20%Q4 2019Q3 202316
Circle Wealth Management, LLC 16160.02%0.08%0.11%Q4 2019Q3 202316
Quilter Plc 16160.16%0.46%0.80%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.05%0.07%0.08%Q4 2019Q3 202316
Egerton Capital (UK) LLP 16161.28%5.16%7.93%Q2 2016Q1 202016
MATTERN CAPITAL MANAGEMENT, LLC 16161.05%1.21%1.39%Q4 2019Q3 202316
BAROMETER CAPITAL MANAGEMENT INC. 810.04%1.53%3.16%Q3 2016Q2 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 910.00%0.22%1.03%Q3 2016Q1 202216
Pinnacle Wealth Planning Services, Inc. 16160.09%0.14%0.21%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.06%0.26%Q4 2019Q3 202316
Vident Investment Advisory, LLC 1410.02%0.06%0.14%Q4 2017Q2 202315
WORLDQUANT MILLENNIUM ADVISORS LLC 1230.69%1.25%1.65%Q2 2018Q1 202215
HHM Wealth Advisors, LLC 15150.01%0.02%0.06%Q1 2020Q3 202315
Sepio Capital, LP 15150.05%0.14%0.32%Q1 2020Q3 202315
LADENBURG THALMANN FINANCIAL SERVICES INC. 15150.00%0.01%0.02%Q2 2016Q4 201915
CYPRESS ASSET MANAGEMENT INC/TX 1320.08%0.45%0.66%Q2 2018Q2 202315
Capital International Sarl 15150.02%0.29%0.51%Q1 2020Q3 202315
GUARDIAN LIFE INSURANCE CO OF AMERICA 15150.01%0.02%0.05%Q2 2016Q4 201915
Capital International, Inc./CA/ 15150.01%0.10%0.16%Q1 2020Q3 202315
CLEARARC CAPITAL INC 15150.12%0.19%0.28%Q2 2016Q4 201915
Avalon Investment & Advisory 910.01%0.19%0.36%Q3 2016Q1 202315
Weitz Investment Management 15150.89%1.26%1.58%Q1 2020Q3 202315
EVERGREEN CAPITAL MANAGEMENT LLC 1050.01%0.03%0.05%Q4 2019Q3 202315
CAMPBELL NEWMAN ASSET MANAGEMENT INC 15150.84%0.94%1.07%Q1 2020Q3 202315
Exchange Capital Management, Inc. 15150.20%0.24%0.30%Q1 2020Q3 202315
Avantax Planning Partners, Inc. 910.00%0.03%0.04%Q4 2016Q2 202315
Integre Asset Management, LLC 15150.57%1.79%2.27%Q2 2016Q4 201915
Ifrah Financial Services, Inc. 15150.08%0.09%0.14%Q1 2020Q3 202315
Brown Advisory Securities, LLC 1140.08%0.13%0.18%Q2 2016Q4 202115
Handelsbanken Fonder AB 1410.01%0.23%0.37%Q2 2016Q3 202315
Jaffetilchin Investment Partners, LLC 620.02%0.04%0.12%Q1 2018Q3 202315
Financial Architects, Inc 15150.00%0.01%0.02%Q2 2016Q4 201915
Dana Investment Advisors, Inc. 1320.01%0.06%0.13%Q1 2019Q3 202315
Alyeska Investment Group, L.P. 510.01%0.30%1.15%Q3 2016Q2 202215
EXCHANGE TRADED CONCEPTS, LLC 1140.00%0.01%0.06%Q4 2019Q4 202315
DONALDSON CAPITAL MANAGEMENT, LLC 1320.02%0.03%0.06%Q2 2018Q1 202215
SCHMIDT P J INVESTMENT MANAGEMENT INC 15150.07%0.18%0.24%Q1 2020Q3 202315
AVALON CAPITAL MANAGEMENT 1410.10%0.18%0.28%Q4 2019Q3 202315
ETRADE Capital Management LLC 1410.01%0.03%0.04%Q3 2016Q3 202015
J. W. Coons Advisors, LLC 15150.15%0.86%1.13%Q1 2020Q3 202315
NuWave Investment Management, LLC 910.01%0.59%1.86%Q4 2017Q3 202215
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 910.04%0.16%0.25%Q3 2006Q4 201915
EULAV Asset Management 15150.99%1.60%2.34%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15151.27%1.65%2.34%Q1 2020Q3 202315
Catalyst Capital Advisors LLC 1210.00%0.32%0.84%Q1 2017Q3 202315
Kiwi Wealth Investments Limited Partnership 1310.08%0.77%1.16%Q2 2016Q2 202315
HoyleCohen, LLC 1410.03%0.03%0.04%Q4 2019Q3 202315
Incline Global Management LLC 720.68%3.48%7.64%Q2 2017Q1 202315
Covington Investment Advisors Inc. 15152.04%2.44%2.61%Q1 2020Q3 202315
SEVEN EIGHT CAPITAL, LP 920.03%0.44%1.01%Q3 2016Q3 202315
BlueMar Capital Management, LLC 871.78%3.63%6.00%Q1 2019Q3 202315
Municipal Employees' Retirement System of Michigan 960.03%0.05%0.07%Q2 2016Q1 202015
Quantitative Systematic Strategies LLC 910.11%0.44%0.99%Q2 2016Q3 202015
Sequoia Financial Advisors, LLC 870.01%0.02%0.03%Q4 2019Q3 202315
FORSTA AP-FONDEN 15150.23%0.30%0.43%Q1 2020Q3 202315
Rampart Investment Management Company, LLC 15150.03%0.13%0.25%Q1 2017Q3 202015
First Personal Financial Services 15150.00%0.01%0.02%Q2 2016Q4 201915
Platform Technology Partners 1050.40%0.50%0.60%Q4 2019Q3 202315
Souders Financial Advisors 15150.22%0.35%0.75%Q1 2020Q3 202315
BerganKDV Wealth Management, LLC 15150.00%0.00%0.02%Q4 2019Q2 202315
Veracity Capital LLC 1140.10%0.40%0.74%Q4 2019Q3 202315
Ilmarinen Mutual Pension Insurance Co 15150.03%0.09%0.26%Q1 2020Q3 202315
Aptus Capital Advisors, LLC 1020.01%0.19%0.86%Q1 2019Q3 202315
PAX Financial Group, LLC 15150.15%0.19%0.22%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.03%0.05%0.06%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.18%0.25%0.32%Q3 2016Q1 202015
Advisor Group, Inc. 15150.01%0.01%0.03%Q2 2016Q4 201915
Wealthcare Advisory Partners LLC 1010.00%0.00%0.01%Q4 2017Q3 202315
Corient Capital Partners, LLC 15150.04%0.17%0.30%Q1 2019Q3 202215
Centiva Capital, LP 510.01%0.04%0.19%Q1 2019Q3 202315
Symphony Financial, Ltd. Co. 15150.08%0.45%1.07%Q1 2020Q3 202315
Atlas Private Wealth Management, LLC 15150.19%0.36%0.76%Q1 2020Q3 202315
Wealth Alliance 15150.06%0.15%0.24%Q1 2020Q3 202315
McIlrath & Eck, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Close Asset Management Ltd 15150.04%0.76%10.82%Q4 2017Q2 202115
Verdence Capital Advisors LLC 1410.04%0.05%0.07%Q4 2019Q3 202315
IEQ CAPITAL, LLC 1140.04%0.06%0.09%Q4 2019Q3 202315
PrairieView Partners, LLC 15150.00%0.00%0.02%Q1 2020Q3 202315
Financial Advocates Investment Management 1410.02%0.04%0.06%Q3 2018Q3 202315
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 15151.43%3.08%4.29%Q1 2020Q3 202315
ExodusPoint Capital Management, LP 710.01%0.12%0.40%Q2 2019Q3 202315
Robertson Stephens Wealth Management, LLC 15150.08%0.22%0.47%Q1 2020Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.12%0.23%0.29%Q1 2020Q3 202315
Keebeck Wealth Management, LLC 14140.05%0.11%0.20%Q2 2020Q3 202314
Krilogy Financial LLC 710.00%0.04%0.14%Q3 2016Q1 202314
Glenview Trust Co 14140.02%0.16%0.30%Q2 2020Q3 202314
Financial Management Professionals, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
XPONANCE, INC. 14140.20%0.28%0.37%Q2 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.05%0.08%0.11%Q4 2017Q1 202114
Beacon Pointe Advisors, LLC 14140.02%0.05%0.08%Q2 2020Q3 202314
Packer & Co Ltd 1312.78%4.43%5.86%Q2 2016Q4 201914
Altshuler Shaham Ltd 860.00%0.00%0.01%Q1 2019Q3 202214
Bridgewater Associates 410.00%0.04%0.09%Q2 2016Q1 202214
WEDGE CAPITAL MANAGEMENT L L P/NC 14140.27%0.40%0.54%Q2 2017Q3 202014
FIRST INTERSTATE BANK 860.02%0.03%0.08%Q3 2016Q3 202314
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14140.02%0.02%0.03%Q2 2020Q3 202314
Beaumont Financial Partners, LLC 14140.06%0.08%0.10%Q2 2019Q3 202214
Avestar Capital, LLC 770.00%0.03%0.08%Q4 2017Q3 202314
Paradigm Financial Partners, LLC 14140.10%0.51%0.64%Q2 2020Q3 202314
Fiduciary Trust Co International of Pennsylvania 1310.02%0.03%0.04%Q3 2016Q1 202014
Arkadios Wealth Advisors 860.00%0.02%0.06%Q4 2019Q3 202314
WINTRUST INVESTMENTS LLC 820.03%0.09%0.13%Q1 2017Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Sterling Capital Management LLC 14140.00%0.05%0.09%Q2 2016Q3 201914
Fosun International Ltd 950.02%0.06%0.20%Q1 2020Q3 202314
Rodgers Brothers Inc. 14140.10%0.14%0.29%Q2 2020Q3 202314
DOHJ, LLC 14140.52%0.63%0.73%Q2 2020Q3 202314
Sound Income Strategies, LLC 720.00%0.00%0.00%Q3 2018Q3 202314
Baillie Gifford 14140.15%0.41%0.58%Q2 2020Q3 202314
Geller Advisors LLC 14140.06%0.09%0.14%Q2 2020Q3 202314
SUNTRUST BANKS INC 14140.02%0.02%0.03%Q2 2016Q3 201914
Trust Asset Management LLC 14140.04%0.13%0.18%Q2 2020Q3 202314
SHUFRO ROSE & CO LLC 14140.02%0.02%0.02%Q2 2020Q3 202314
Cedar Brook Financial Partners, LLC 1310.06%0.08%0.12%Q4 2019Q2 202314
FIRST NATIONAL TRUST CO 14140.02%0.21%0.52%Q2 2020Q3 202314
Lindsell Train 14140.02%0.03%0.04%Q2 2020Q3 202314
THOMAS WHITE INTERNATIONAL LTD 14140.09%0.14%0.18%Q1 2020Q2 202314
Abundance Wealth Counselors 14140.21%0.39%0.86%Q2 2020Q3 202314
Lido Advisors, LLC 1310.00%0.01%0.07%Q3 2019Q3 202314
ADVANTAGE INVESTMENT MANAGEMENT, LLC 14140.01%0.02%0.07%Q2 2016Q3 201914
ACIMA PRIVATE WEALTH, LLC 14140.00%0.00%0.01%Q4 2018Q1 202214
Troy Asset Management Ltd 14140.24%0.35%0.52%Q2 2020Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.03%0.10%0.14%Q2 2017Q3 202014
Red Spruce Capital, LLC 14140.32%0.37%0.40%Q3 2020Q4 202314
ACADEMY CAPITAL MANAGEMENT INC/TX 14141.42%2.11%4.26%Q2 2020Q3 202314
FIRST QUADRANT LLC/CA 860.01%0.21%0.48%Q2 2017Q4 202114
EVERETT HARRIS & CO /CA/ 14140.01%0.01%0.01%Q2 2020Q3 202314
Waratah Capital Advisors Ltd. 1010.03%0.27%1.25%Q3 2018Q3 202314
Town & Country Bank & Trust CO dba First Bankers Trust CO 14140.14%0.42%0.62%Q2 2020Q3 202314
Raub Brock Capital Management LP 14143.40%4.04%5.00%Q2 2020Q3 202314
Ledyard National Bank 950.00%0.02%0.04%Q2 2017Q3 202314
Caldera Capital, LLC 14141.70%6.87%11.97%Q4 2016Q1 202014
BDO Wealth Advisors, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
Dynamic Advisor Solutions LLC 14140.02%0.07%0.11%Q2 2020Q3 202314
Fortis Advisors, LLC 1220.00%0.02%0.12%Q4 2019Q3 202314
Pinion Investment Advisors, LLC 14140.28%0.48%0.65%Q2 2020Q3 202314
CARDEROCK CAPITAL MANAGEMENT INC 14140.60%1.46%2.23%Q2 2020Q3 202314
Symmetry Partners, LLC 14140.03%0.05%0.08%Q3 2020Q4 202314
Hendershot Investments Inc. 14140.03%0.04%0.07%Q2 2020Q3 202314
Bartlett & Co. LLC 1310.00%0.58%0.90%Q1 2019Q4 202314
MITCHELL SINKLER & STARR/PA 1130.09%0.30%1.04%Q2 2016Q3 202314
Asset Dedication, LLC 1310.00%0.08%0.12%Q1 2020Q3 202314
Zebra Capital Management LLC 14140.16%0.49%0.70%Q1 2016Q2 201914
LAKE STREET ADVISORS GROUP, LLC 1030.02%0.04%0.07%Q4 2017Q2 202113
IHT Wealth Management, LLC 760.01%0.02%0.04%Q4 2016Q3 202313
PALLADIUM PARTNERS LLC 1010.02%0.05%0.40%Q2 2018Q1 202213
Truehand, Inc 13130.12%0.17%0.22%Q4 2018Q4 202113
TPI Fund Managers Ltd 13131.01%1.82%2.56%Q2 2019Q2 202213
Abbrea Capital, LLC 1210.04%0.05%0.05%Q2 2020Q3 202313
Convergence Investment Partners, LLC 510.01%0.18%0.43%Q1 2018Q3 202313
AJO, LP 13130.03%0.52%1.14%Q2 2017Q2 202013
Ancora Advisors LLC 1030.00%0.00%0.00%Q1 2020Q3 202313
Cipher Capital LP 710.09%0.43%0.95%Q2 2016Q1 202313
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.02%0.04%0.07%Q1 2020Q3 202313
Capital Bank & Trust Co 1120.00%0.02%0.28%Q4 2017Q2 202113
Hudock, Inc. 13130.00%0.00%0.01%Q3 2018Q3 202113
PATTEN & PATTEN INC/TN 13130.03%0.04%0.07%Q3 2020Q3 202313
Select Equity Group, L.P. 1120.00%0.20%0.57%Q2 2016Q3 202313
Allworth Financial LP 1010.00%0.00%0.00%Q4 2017Q3 202313
IMA Wealth, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Enterprise Trust & Investment Co 13130.10%0.13%0.15%Q2 2019Q2 202213
F3Logic, LLC 1030.04%0.32%0.62%Q4 2018Q1 202213
Leelyn Smith, LLC 13130.01%0.07%0.56%Q4 2019Q4 202213
Fortis Capital Management LLC 1210.35%1.16%2.92%Q4 2019Q3 202313
OneDigital Investment Advisors LLC 1010.00%0.02%0.04%Q2 2018Q3 202313
Ayalon Insurance Comp Ltd. 13130.01%0.23%0.83%Q1 2020Q1 202313
LAU ASSOCIATES LLC 1210.11%0.16%0.21%Q3 2016Q4 201913
RIVERHEAD CAPITAL MANAGEMENT LLC 13130.04%0.10%0.14%Q3 2016Q3 201913
VICUS CAPITAL 850.02%0.03%0.06%Q2 2020Q3 202313
CAXTON ASSOCIATES LP 510.01%0.15%0.90%Q2 2017Q1 202313
TFC Financial Management, Inc. 13130.00%0.04%0.09%Q3 2020Q3 202313
ROPES WEALTH ADVISORS LLC 810.00%0.11%0.19%Q2 2016Q3 202313
CENTAURUS FINANCIAL, INC. 1210.00%0.24%0.34%Q2 2018Q3 202313
Kestra Advisory Services, LLC 13130.01%0.05%0.08%Q3 2020Q3 202313
Mondrian Investment Partners LTD 13131.09%1.89%2.47%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Kerrisdale Advisers, LLC 511.26%3.80%9.96%Q2 2016Q3 202313
MINOT CAPITAL, LP 13131.75%2.39%3.37%Q2 2020Q2 202313
Bowie Capital Management, LLC 12120.89%1.97%2.93%Q4 2020Q3 202313
Key FInancial Inc 1210.01%0.06%0.09%Q1 2020Q3 202313
Brinker Capital Investments, LLC 1010.00%0.18%0.38%Q3 2016Q4 202213
Regent Peak Wealth Advisors LLC 13130.07%0.09%0.11%Q3 2020Q3 202313
SIMON QUICK ADVISORS, LLC 1010.00%0.01%0.04%Q2 2019Q3 202313
NORTHSTAR ASSET MANAGEMENT LLC 940.06%0.07%0.08%Q2 2020Q3 202313
SevenBridge Financial Group, LLC 1210.02%0.10%0.89%Q3 2016Q4 202113
CCLA Investment Management 851.53%2.05%2.55%Q2 2020Q3 202313
Pasadena Private Wealth, LLC 940.06%0.08%0.10%Q2 2020Q3 202313
Hillsdale Investment Management Inc. 610.00%0.02%0.06%Q2 2017Q3 202113
Gilbert & Cook, Inc. 610.05%0.08%0.12%Q2 2017Q3 202313
C WorldWide Group Holding A/S 13132.80%4.24%4.73%Q3 2020Q3 202313
EXANE DERIVATIVES 13130.06%0.31%0.41%Q2 2019Q2 202213
First Pacific Advisors, LP 13130.00%0.00%0.00%Q2 2020Q2 202313
CAAS CAPITAL MANAGEMENT LP 410.01%0.10%0.17%Q2 2020Q3 202313
Cornerstone Advisors, Inc. 13130.01%0.04%0.08%Q2 2016Q2 201913
BB&T SECURITIES, LLC 13130.00%0.01%0.04%Q3 2016Q3 201913
MONTRUSCO BOLTON INVESTMENTS INC. 13130.38%0.83%1.22%Q2 2016Q2 201913
Kingsview Wealth Management, LLC 610.01%0.30%0.46%Q1 2020Q3 202313
BTC Capital Management, Inc. 13130.37%0.47%0.82%Q3 2020Q3 202313
CHICAGO EQUITY PARTNERS LLC 13130.02%0.19%0.43%Q1 2017Q1 202013
Granite Investment Advisors, LLC 13130.21%0.44%0.71%Q4 2017Q4 202013
Johnson Financial Group, Inc. 13130.00%0.01%0.02%Q3 2020Q3 202313
SouthState Corp 13130.00%0.00%0.01%Q3 2020Q3 202313
MGO ONE SEVEN LLC 910.01%0.05%0.10%Q4 2017Q3 202313
Highland Private Wealth Management 13130.05%0.06%0.08%Q3 2019Q3 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.02%0.07%0.14%Q3 2020Q3 202313
Tidal Investments LLC 1210.02%0.10%0.19%Q2 2020Q3 202313
NICOLA WEALTH MANAGEMENT LTD. 13130.18%0.55%1.23%Q3 2020Q3 202313
Fragasso Group Inc. 12120.49%0.64%0.74%Q1 2021Q4 202312
Connecticut Wealth Management, LLC 930.02%0.02%0.04%Q2 2020Q2 202312
Orbis Allan Gray Ltd 840.03%0.93%3.34%Q1 2019Q4 202212
Madison Asset Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
MJP ASSOCIATES INC /ADV 12120.07%0.09%0.10%Q4 2020Q3 202312
NAVELLIER & ASSOCIATES INC 12120.30%0.44%0.64%Q4 2017Q3 202012
Stokes Family Office, LLC 1110.03%0.07%0.13%Q3 2020Q3 202312
Braun-Bostich & Associates Inc. 12120.18%0.55%0.93%Q4 2017Q3 202012
DUALITY ADVISERS, LP 310.02%0.29%0.61%Q4 2018Q3 202312
Lucia Wealth Services, LLC 12120.16%0.24%0.33%Q4 2017Q3 202012
Transform Wealth, LLC 12120.05%0.15%0.35%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.04%0.10%0.24%Q4 2020Q3 202312
Ithaka Group 12121.69%1.99%2.17%Q4 2017Q3 202012
TIAA CREF INVESTMENT MANAGEMENT LLC 12120.13%0.19%0.28%Q2 2016Q1 201912
Psagot Value Holdings Ltd. 12120.03%0.28%0.59%Q4 2018Q3 202112
RELIANCE TRUST CO OF DELAWARE 12120.11%0.17%0.36%Q2 2016Q1 201912
BREWIN DOLPHIN LTD 930.01%0.27%0.50%Q3 2018Q2 202212
Berman Capital Advisors, LLC 12120.01%0.03%0.06%Q4 2018Q3 202112
Elo Mutual Pension Insurance Co 12120.19%0.27%0.33%Q4 2020Q3 202312
YCG, LLC 12120.49%1.93%2.97%Q4 2020Q3 202312
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 12120.01%0.22%0.45%Q3 2017Q2 202012
Vontobel Holding Ltd. 12120.36%0.59%0.71%Q4 2020Q3 202312
Mezzasalma Advisors, LLC 12120.66%0.76%0.90%Q4 2020Q3 202312
OppenheimerFunds, Inc. 12120.81%0.98%1.10%Q2 2016Q1 201912
BENJAMIN EDWARDS INC 1110.01%0.38%0.65%Q3 2019Q3 202312
CASTLEARK MANAGEMENT LLC 12120.44%0.97%1.57%Q1 2018Q4 202012
CAMDEN NATIONAL BANK 12120.94%1.02%1.13%Q4 2020Q3 202312
Summit X, LLC 12120.15%0.17%0.24%Q3 2020Q2 202312
MUFG Securities EMEA plc 12120.04%0.36%1.03%Q1 2018Q4 202012
Guardian Wealth Advisors, LLC 12120.02%0.51%0.62%Q4 2020Q3 202312
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12120.06%0.09%0.14%Q4 2017Q3 202012
Sandhill Capital Partners LLC 12121.49%3.39%4.52%Q4 2020Q3 202312
JANICZEK WEALTH MANAGEMENT, LLC 1110.00%0.03%0.07%Q2 2020Q3 202312
Vulcan Value Partners, LLC 12121.30%2.02%3.31%Q1 2017Q4 201912
Vest Financial, LLC 12121.07%1.46%1.62%Q4 2020Q3 202312
Capital Directions Investment Advisors, LLC 620.01%0.01%0.02%Q3 2019Q4 202212
SOA Wealth Advisors, LLC. 12120.00%0.01%0.05%Q4 2020Q3 202312
Arete Wealth Advisors, LLC 12120.02%0.04%0.05%Q2 2020Q1 202312
Sound Financial Strategies Group, LLC 1020.29%0.45%0.97%Q4 2019Q3 202312
BlueSpruce Investments, LP 751.78%5.79%10.33%Q2 2016Q3 201912
TrinityPoint Wealth, LLC 12120.11%0.13%0.14%Q4 2020Q3 202312
Palumbo Wealth Management LLC 12120.47%0.59%0.69%Q4 2020Q3 202312
TEACHERS ADVISORS, LLC 12120.06%0.10%0.13%Q2 2016Q1 201912
Freemont Management S.A. 12120.59%0.98%2.44%Q4 2020Q3 202312
Tacita Capital Inc 12120.01%0.02%0.02%Q4 2020Q3 202312
NumerixS Investment Technologies Inc 810.02%0.20%0.46%Q2 2016Q2 202012
Legacy Wealth Asset Management, LLC 12120.32%0.43%0.62%Q4 2020Q3 202312
Manchester Capital Management LLC 910.00%0.01%0.04%Q1 2018Q3 202312
AGF INVESTMENTS INC. 12120.05%0.08%0.14%Q4 2019Q3 202212
Flinton Capital Management LLC 12120.05%0.09%0.13%Q4 2016Q3 201912
HighPoint Advisor Group LLC 1010.04%0.05%0.08%Q3 2016Q2 202212
AMG National Trust Bank 750.01%0.01%0.01%Q3 2020Q3 202312
HOWLAND CAPITAL MANAGEMENT LLC 12120.26%1.51%2.21%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.19%0.23%0.29%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.40%0.45%0.53%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.49%0.58%0.70%Q4 2020Q3 202312
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.00%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
GIRARD PARTNERS LTD. 1110.02%0.60%0.96%Q3 2018Q3 202312
Ironwood Financial, llc 12120.01%0.01%0.02%Q4 2018Q3 202112
Meadow Creek Investment Management LLC 12120.02%0.03%0.04%Q4 2016Q3 201912
Foster Group, Inc. 12120.05%0.10%0.20%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.04%0.07%0.12%Q4 2016Q3 201912
Marshall Financial Group LLC 12120.34%0.76%1.23%Q4 2020Q3 202312
Bayesian Capital Management, LP 210.04%0.29%0.91%Q1 2017Q2 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.13%0.29%0.44%Q4 2020Q3 202312
WD RUTHERFORD LLC 12120.91%1.30%1.47%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.73%0.89%1.03%Q4 2020Q3 202312
EMERALD MUTUAL FUND ADVISERS TRUST 710.00%0.01%0.02%Q2 2016Q4 202212
BURNEY CO/ 750.01%0.03%0.05%Q2 2017Q3 202312
Rheos Capital Works Inc. 12120.24%0.42%0.69%Q1 2020Q4 202212
Polar Capital Holdings Plc 12120.03%0.07%0.12%Q4 2020Q3 202312
Lunia Capital LP 12122.24%3.88%5.51%Q4 2017Q3 202012
CSat Investment Advisory, L.P. 12120.00%0.02%0.04%Q2 2018Q1 202112
Steamboat Capital Partners, LLC 12121.59%3.02%5.28%Q1 2018Q4 202012
Mutual Advisors, LLC 1020.01%0.02%0.02%Q2 2020Q3 202312
Founders Financial Alliance, LLC 1110.02%0.17%0.22%Q3 2020Q3 202312
Neuburgh Advisers LLC 12120.03%0.06%0.09%Q4 2016Q3 201912
WRIGHT INVESTORS SERVICE INC 720.09%0.29%0.49%Q2 2017Q1 202212
COMMONWEALTH BANK OF AUSTRALIA 12120.01%0.02%0.03%Q3 2016Q2 201912
ZEKE CAPITAL ADVISORS, LLC 750.01%0.06%0.10%Q1 2017Q4 202212
LINCOLN NATIONAL CORP 12120.01%0.01%0.02%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.07%0.11%0.16%Q4 2020Q3 202312
Virtue Capital Management, LLC 12120.05%0.09%0.29%Q4 2020Q3 202312
Corundum Group, Inc. 1110.13%0.17%0.28%Q3 2020Q3 202312
Qtron Investments LLC 620.11%0.24%0.49%Q1 2020Q3 202312
McKinley Carter Wealth Services, Inc. 1110.02%0.46%0.90%Q1 2020Q1 202312
Northwest Bancshares, Inc. 11110.05%0.06%0.07%Q1 2021Q3 202311
Dynamic Technology Lab Private Ltd 310.04%0.15%0.33%Q4 2016Q3 202311
Assured Investment Management LLC 1010.00%0.04%0.10%Q2 2016Q1 201911
Maryland State Retirement & Pension System 740.20%0.24%0.30%Q4 2020Q3 202311
Advisors Capital Management, LLC 11110.01%0.02%0.07%Q1 2021Q3 202311
Crestwood Advisors Group, LLC 11110.71%1.01%1.43%Q1 2021Q3 202311
BAR HARBOR TRUST SERVICES 11110.00%0.17%0.24%Q4 2019Q2 202211
WADDELL & ASSOCIATES, LLC 1010.04%0.07%0.11%Q2 2020Q3 202311
Chapman Investment Management, LLC 530.14%1.67%3.84%Q4 2019Q2 202311
Regal Investment Advisors LLC 1010.04%0.07%0.13%Q4 2020Q3 202311
Altium Wealth Management LLC 11110.02%0.05%0.10%Q4 2019Q2 202211
Voya Financial Advisors, Inc. 740.01%0.11%0.19%Q2 2020Q3 202311
Financial & Tax Architects, LLC 11111.61%1.77%1.94%Q1 2021Q3 202311
MCDONALD PARTNERS LLC 11110.02%0.13%0.23%Q1 2021Q3 202311
B. Riley Wealth Advisors, Inc. 11110.01%0.03%0.05%Q1 2021Q3 202311
BlueCrest Capital Management Ltd 410.01%0.05%0.17%Q2 2016Q3 202311
Csenge Advisory Group 1010.00%0.05%0.08%Q3 2018Q3 202311
Wealthspire Advisors, LLC 610.00%0.02%0.04%Q4 2018Q3 202311
MOSELEY INVESTMENT MANAGEMENT INC 11110.31%0.35%0.38%Q1 2021Q3 202311
NAPLES GLOBAL ADVISORS, LLC 11110.05%0.06%0.06%Q1 2021Q3 202311
Solstein Capital, LLC 740.02%0.05%0.12%Q4 2019Q3 202211
GVO Asset Management Ltd 920.09%5.19%10.91%Q2 2016Q2 202111
Affinity Capital Advisors, LLC 810.06%0.10%0.15%Q4 2019Q3 202311
A.R.T. Advisors, LLC 510.04%0.22%0.82%Q3 2016Q2 202011
Carlson Capital Management 11110.02%0.03%0.06%Q1 2021Q3 202311
MIROVA 830.01%0.13%0.40%Q4 2019Q4 202211
MONETA GROUP INVESTMENT ADVISORS LLC 1010.00%0.01%0.01%Q4 2017Q3 202311
ATLANTA CAPITAL MANAGEMENT CO L L C 11110.12%0.38%0.95%Q1 2020Q3 202211
Natixis Investment Managers International 320.01%0.04%0.10%Q4 2016Q3 202311
CORNERSTONE ADVISORS INC 810.00%0.20%0.37%Q2 2016Q4 202111
FINANCIAL CONSULATE, INC 11110.09%0.17%0.31%Q4 2020Q2 202311
AMICA PENSION FUND BOARD OF TRUSTEES 11110.13%0.18%0.21%Q2 2016Q4 201811
Skye Global Management LP 910.08%1.88%4.35%Q3 2018Q3 202311
ARGUS INVESTORS' COUNSEL, INC. 11110.10%0.99%1.37%Q1 2021Q3 202311
Martin Investment Management, LLC 11111.40%1.86%2.24%Q4 2020Q2 202311
Single Point Partners, LLC 920.06%0.17%0.56%Q2 2020Q2 202311
Quantbot Technologies LP 310.08%0.67%2.28%Q4 2016Q1 202311
Theleme Partners LLP 11113.89%7.18%12.12%Q2 2016Q4 201811
WASHINGTON TRUST BANK 11110.01%0.04%0.06%Q3 2016Q1 201911
Itau Unibanco Holding S.A. 810.00%0.10%0.27%Q4 2019Q3 202311
SG3 Management, LLC 210.01%0.60%3.58%Q3 2019Q2 202211
HOHIMER WEALTH MANAGEMENT, LLC 11110.25%0.27%0.33%Q1 2021Q3 202311
MADISON WEALTH MANAGEMENT 11110.67%0.81%0.91%Q1 2021Q3 202311
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1010.01%0.58%2.11%Q3 2018Q1 202211
VeraBank, N.A. 610.09%0.13%0.16%Q3 2020Q3 202311
Financial Network Wealth Management LLC 11110.14%0.17%0.19%Q1 2021Q3 202311
Horizon Kinetics 11110.02%0.02%0.03%Q2 2016Q4 201811
TEALWOOD ASSET MANAGEMENT INC 1010.61%0.67%0.78%Q1 2021Q4 202311
Chicago Partners Investment Group LLC 11110.02%0.03%0.03%Q1 2021Q3 202311
Douglas Lane & Associates, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
GoalVest Advisory LLC 830.01%0.29%0.76%Q4 2020Q4 202311
Concord Wealth Partners 740.00%0.04%0.15%Q4 2020Q3 202311
MV CAPITAL MANAGEMENT, INC. 11110.00%0.01%0.01%Q1 2021Q3 202311
OKABENA INVESTMENT SERVICES INC 1010.12%0.93%1.40%Q1 2020Q3 202311
FORVIS Wealth Advisors, LLC 920.01%0.03%0.06%Q4 2018Q3 202311
PFG Advisors 11110.03%0.25%0.43%Q1 2021Q3 202311
CAPITAL INTERNATIONAL LTD /CA/ 11110.24%0.34%0.41%Q1 2021Q3 202311
DEARBORN PARTNERS LLC 11111.35%1.53%1.76%Q1 2021Q3 202311
Sowell Financial Services LLC 740.01%0.05%0.09%Q4 2017Q1 202111
PARNASSUS INVESTMENTS, LLC 11112.06%2.43%2.83%Q1 2021Q3 202311
BOK Financial Private Wealth, Inc. 11110.00%0.02%0.05%Q1 2021Q3 202311
WESPAC Advisors SoCal, LLC 830.00%0.00%0.00%Q2 2016Q1 201911
UNIVEST FINANCIAL Corp 11111.13%1.28%1.44%Q1 2021Q3 202311
MAVERICK CAPITAL LTD 710.00%0.05%0.16%Q4 2016Q3 202311
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 520.04%0.10%0.19%Q1 2020Q2 202311
Point72 Europe (London) LLP 741.25%2.44%5.91%Q1 2017Q2 202311
TRUEWEALTH LLC 11110.05%0.06%0.09%Q4 2017Q2 202011
Lee Capital Holdings LLC 1010.68%1.79%3.28%Q3 2018Q2 202211
CITY HOLDING CO 11110.02%0.09%0.13%Q1 2021Q3 202311
FIRST MERCHANTS CORP 11110.02%0.24%0.37%Q1 2021Q3 202311
WRAPMANAGER INC 1010.06%0.09%0.11%Q3 2020Q3 202311
FRANKLIN STREET ADVISORS INC /NC 920.03%0.09%0.37%Q3 2016Q2 201911
MOORE CAPITAL MANAGEMENT, LP 11110.01%0.15%0.49%Q4 2020Q2 202311
Parsec Financial Management, Inc. 920.01%0.01%0.01%Q2 2020Q1 202311
Hennion & Walsh Asset Management, Inc. 11110.36%0.55%0.66%Q1 2021Q3 202311
FULTON BANK, N.A. 830.01%0.02%0.03%Q3 2020Q4 202311
RIDGECREST WEALTH PARTNERS, LLC 11111.60%2.95%4.37%Q1 2021Q3 202311
Junto Capital Management LP 410.60%2.62%4.05%Q2 2016Q4 202211
CEERA INVESTMENTS, LLC 11111.20%1.44%1.96%Q1 2021Q3 202311
Kore Private Wealth LLC 710.00%0.12%0.22%Q1 2019Q3 202211
INTACT INVESTMENT MANAGEMENT INC. 710.01%0.03%0.10%Q2 2016Q1 202111
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11110.05%0.06%0.07%Q1 2019Q3 202111
Cypress Wealth Services, LLC 11110.84%0.90%1.00%Q4 2017Q2 202011
CHATHAM CAPITAL GROUP, INC. 11110.07%0.25%0.39%Q1 2021Q3 202311
Lionstone Capital Management LLC 11116.23%8.58%10.05%Q1 2021Q3 202311
Empire Life Investments Inc. 11110.33%0.54%0.89%Q4 2016Q2 201911
Signature Financial Management, Inc. 11110.70%1.12%1.54%Q2 2016Q4 201811
Spire Wealth Management 11110.04%0.11%0.27%Q1 2021Q3 202311
Rossmore Private Capital 1010.00%0.14%0.18%Q4 2017Q3 202311
Procyon Advisors, LLC 920.03%0.13%0.22%Q4 2019Q3 202311
TOWER BRIDGE ADVISORS 11110.04%0.28%0.44%Q1 2021Q3 202311
Connectus Wealth, LLC 11110.07%1.65%4.46%Q1 2021Q3 202311
Institute for Wealth Management, LLC. 11110.05%0.07%0.08%Q1 2021Q3 202311
ALBION FINANCIAL GROUP /UT 320.00%0.03%0.04%Q1 2018Q3 202311
Baldwin Investment Management, LLC 11110.14%0.28%0.54%Q1 2021Q3 202311
Tortoise Investment Management, LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
Miracle Mile Advisors, LLC 920.04%0.14%0.20%Q4 2020Q3 202311
WealthTrust Fairport, LLC 11110.03%0.05%0.05%Q3 2016Q1 201911
Mitsubishi UFJ Asset Management (UK) Ltd. 10100.02%1.18%2.53%Q4 2017Q1 202010
Endurance Wealth Management, Inc. 10100.00%0.02%0.03%Q1 2021Q2 202310
Tatro Capital, LLC 10100.80%1.36%2.78%Q4 2019Q1 202210
KB FINANCIAL PARTNERS, LLC 820.00%0.12%0.35%Q1 2021Q3 202310
Chicago Capital, LLC 10100.05%0.05%0.06%Q2 2018Q3 202010
BAKER TILLY WEALTH MANAGEMENT, LLC 10100.02%0.05%0.08%Q1 2021Q2 202310
Sciencast Management LP 310.15%0.55%1.35%Q4 2016Q1 202210
Bollard Group LLC 820.00%0.03%0.05%Q2 2020Q3 202310
Cerebellum GP, LLC 520.09%0.23%0.31%Q4 2017Q3 202010
Brandywine Global Investment Management, LLC 10100.00%0.00%0.04%Q3 2016Q4 201810
Vantage Investment Partners, LLC 910.07%0.54%0.80%Q1 2020Q3 202310
Stonebridge Capital Advisors LLC 730.00%0.00%0.00%Q3 2019Q3 202310
RAND WEALTH, LLC 10100.05%0.11%0.24%Q2 2016Q3 201810
Eagle Bay Advisors LLC 10100.01%0.10%0.14%Q2 2021Q3 202310
Liberty Mutual Group Asset Management Inc. 10100.04%0.07%0.10%Q2 2016Q3 201810
Delta Accumulation, LLC 310.02%0.73%2.06%Q4 2021Q3 202310
Roble, Belko & Company, Inc 10100.00%0.00%0.00%Q3 2020Q4 202210
Eudaimonia Partners, LLC 810.01%0.11%0.16%Q4 2019Q2 202310
RIVERBRIDGE PARTNERS LLC 10100.01%0.73%1.07%Q2 2021Q3 202310
Twin Lakes Capital Management, LLC 550.00%0.00%0.00%Q1 2021Q3 202310
Point72 Middle East FZE 440.01%0.17%0.72%Q4 2022Q3 202310
Continuum Advisory, LLC 10100.09%0.12%0.16%Q2 2021Q3 202310
Tranquility Partners, LLC 10100.24%0.32%0.37%Q2 2021Q3 202310
Capula Management Ltd 330.00%0.04%0.10%Q1 2021Q1 202310
AMJ Financial Wealth Management 820.10%0.11%0.16%Q2 2020Q3 202310
Quinn Opportunity Partners LLC 10100.07%0.29%0.58%Q2 2018Q3 202010
9258 Wealth Management, LLC 10100.06%0.08%0.11%Q2 2021Q3 202310
FARALLON CAPITAL MANAGEMENT LLC 640.60%1.57%2.26%Q1 2019Q3 202310
First Affirmative Financial Network 10100.36%0.40%0.45%Q3 2021Q4 202310
STANSBERRY ASSET MANAGEMENT, LLC 10100.30%0.86%1.18%Q2 2021Q3 202310
V Wealth Advisors LLC 910.00%0.09%0.22%Q2 2017Q2 202210
MAI Capital Management 10100.01%0.01%0.02%Q2 2021Q3 202310
RITHOLTZ WEALTH MANAGEMENT 10100.03%0.07%0.11%Q2 2021Q3 202310
Human Investing LLC 10100.03%0.05%0.07%Q4 2018Q1 202110
Cornerstone Wealth Advisors, Inc. 10100.12%0.13%0.15%Q2 2021Q3 202310
Nan Shan Life Insurance Co., Ltd. 10100.25%0.56%0.99%Q2 2021Q3 202310
Cooper Financial Group 10100.06%0.11%0.20%Q2 2020Q3 202210
First National Bank of Mount Dora, Trust Investment Services 10100.52%1.07%1.97%Q3 2021Q4 202310
TRUST CO OF OKLAHOMA 10100.18%0.35%0.46%Q2 2021Q3 202310
Cider Mill Investments LP 10104.14%5.08%5.81%Q4 2016Q1 201910
CAPITAL ONE, NATIONAL ASSOCIATION 910.03%0.06%0.12%Q2 2016Q4 201910
Arjuna Capital 910.41%0.46%0.54%Q2 2019Q4 202110
CHEMICAL BANK 10100.04%0.08%0.11%Q1 2017Q2 201910
Gerber Kawasaki Wealth & Investment Management 730.00%0.02%0.03%Q4 2020Q2 202310
Hanson & Doremus Investment Management 710.00%0.01%0.02%Q1 2018Q1 202310
Gainplan LLC 10100.15%0.25%0.56%Q2 2021Q3 202310
Norway Savings Bank 820.00%0.02%0.02%Q3 2018Q4 202110
Amundi 10100.22%0.34%0.41%Q2 2021Q3 202310
REGENTATLANTIC CAPITAL LLC 10100.02%0.06%0.10%Q2 2020Q3 202210
Integrated Investment Consultants, LLC 710.01%0.07%0.10%Q2 2017Q3 202310
PGGM Investments 10100.03%0.28%0.55%Q4 2019Q1 202210
Focused Wealth Management, Inc 10100.01%0.01%0.02%Q2 2021Q3 202310
MONETARY MANAGEMENT GROUP INC 10100.01%0.20%0.29%Q1 2020Q2 202210
BALASA DINVERNO & FOLTZ LLC 10100.02%0.02%0.03%Q2 2020Q3 202210
Sargent Bickham Lagudis LLC 910.00%0.04%0.14%Q2 2019Q4 202210
MARTIN CURRIE LTD 10100.20%0.34%0.44%Q2 2017Q3 201910
BROOKTREE CAPITAL MANAGEMENT 10100.35%0.67%0.84%Q4 2019Q1 202210
TRB Advisors LP 310.58%3.37%5.38%Q4 2017Q1 202310
CFS Investment Advisory Services, LLC 910.04%0.40%0.57%Q4 2020Q3 202310
CLOVERFIELDS CAPITAL GROUP, LP 10100.65%1.03%1.58%Q2 2021Q3 202310
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.01%Q3 2020Q3 202310
Apollon Wealth Management, LLC 910.02%0.11%0.16%Q2 2020Q3 202310
Vantage Investment Advisors, LLC 10100.01%0.01%0.01%Q2 2016Q3 201810
BFSG, LLC 510.10%0.14%0.19%Q2 2017Q2 202310
CVA Family Office, LLC 820.03%0.04%0.06%Q1 2021Q3 202310
Bragg Financial Advisors, Inc 610.01%0.02%0.03%Q3 2019Q2 202310
TimesSquare Capital Management, LLC 10100.02%0.75%1.39%Q2 2016Q3 201810
DORCHESTER WEALTH MANAGEMENT Co 730.07%0.08%0.09%Q1 2018Q3 202010
Disciplined Investments, LLC 640.00%0.00%0.00%Q4 2019Q2 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Crestwood Capital Management, L.P. 811.03%3.27%5.72%Q2 2016Q1 202010
Keel Point, LLC 10100.03%0.04%0.05%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.04%0.12%0.14%Q2 2021Q3 202310
WEALTHFRONT Corp 10100.01%0.02%0.02%Q2 2016Q3 201810
Aaron Wealth Advisors LLC 10100.01%0.09%0.14%Q2 2021Q3 202310
Caption Management, LLC 410.00%0.14%0.44%Q3 2018Q4 202210
Strategic Wealth Partners Group, LLC 910.02%0.15%0.20%Q2 2018Q3 202310
West Branch Capital LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Phoenix Holdings Ltd. 550.01%0.06%0.15%Q1 2020Q3 202210
COLUMBUS CIRCLE INVESTORS 10100.57%0.84%1.08%Q2 2016Q3 201810
Lumature Wealth Partners, LLC 10100.35%0.65%0.97%Q1 2021Q2 202310
TRH Financial, LLC 911.59%2.31%2.70%Q4 2019Q2 202210
CLEAR STREET MARKETS LLC 880.00%0.07%0.21%Q3 2021Q2 202310
Quantitative Investment Management, LLC 210.03%0.22%0.48%Q2 2016Q3 202310
TOTH FINANCIAL ADVISORY CORP 10100.00%0.00%0.03%Q2 2021Q3 202310
SeaCrest Wealth Management, LLC 730.00%0.04%0.06%Q4 2017Q3 202310
FOX RUN MANAGEMENT, L.L.C. 310.09%0.22%0.38%Q4 2016Q1 202310
GREENWOOD CAPITAL ASSOCIATES LLC 10100.69%0.89%1.42%Q3 2020Q4 202210
Calamos Wealth Management LLC 710.02%0.06%0.18%Q3 2016Q3 202310
Heritage Wealth Advisors 510.00%0.02%0.04%Q4 2019Q2 202310
Bank of New Hampshire 10100.05%0.11%0.16%Q2 2021Q3 202310
Zions Bancorporation 10100.00%0.01%0.03%Q2 2016Q3 201810
West Family Investments, Inc. 10100.09%0.13%0.17%Q2 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
Princeton Global Asset Management LLC 730.01%0.02%0.04%Q4 2019Q3 202310
Bellevue Group AG 10100.00%0.01%0.01%Q2 2019Q3 202110
Cornerstone Wealth Management, LLC 610.00%0.07%0.13%Q3 2016Q3 202310
Daiwa SB Investments Ltd. 10100.15%0.18%0.21%Q4 2016Q1 201910
Darwin Wealth Management, LLC 710.01%0.28%0.61%Q1 2020Q3 202310
Prana Capital Management, LP 510.18%1.73%3.12%Q4 2018Q4 202210
Empowered Funds, LLC 10100.04%0.11%0.20%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Quadrature Capital Ltd 310.01%0.50%1.62%Q2 2016Q1 202310
WealthPLAN Partners, LLC 550.11%0.18%0.25%Q1 2021Q4 202310
Banco de Sabadell, S.A 730.11%0.27%0.69%Q2 2018Q4 202010
OAKBROOK INVESTMENTS LLC 510.11%0.17%0.22%Q3 2016Q4 20199
HRT FINANCIAL LP 310.01%0.16%0.33%Q3 2018Q1 20239
CAMBRIDGE TRUST CO 810.00%0.00%0.02%Q4 2016Q3 20239
Redwood Investment Management, LLC 520.06%0.40%0.89%Q2 2019Q3 20239
Icon Wealth Partners, LLC 310.00%0.05%0.07%Q1 2019Q3 20239
FORA Capital, LLC 410.05%0.55%1.07%Q4 2019Q1 20239
Sturgeon Ventures LLP 990.76%0.97%1.37%Q4 2019Q4 20219
SANDLER CAPITAL MANAGEMENT 330.02%0.42%1.25%Q1 2019Q3 20239
FIRST BUSINESS FINANCIAL SERVICES, INC. 990.09%0.13%0.15%Q1 2018Q1 20209
TRANSCEND CAPITAL ADVISORS, LLC 990.94%1.03%1.17%Q3 2021Q3 20239
Soros Fund Management 810.01%0.19%0.32%Q1 2017Q4 20199
Tuttle Capital Management, LLC 210.18%0.46%1.32%Q3 2017Q1 20219
Alera Investment Advisors, LLC 720.04%0.05%0.06%Q4 2018Q3 20239
Evolution Wealth Advisors, LLC 630.00%0.01%0.01%Q2 2019Q3 20219
TRUSTCORE FINANCIAL SERVICES, LLC 720.00%0.00%0.01%Q2 2019Q4 20229
Herold Advisors, Inc. 990.73%1.03%1.37%Q3 2021Q3 20239
Providence Capital Advisors, LLC 630.00%0.00%0.00%Q3 2020Q3 20239
Summit Financial, LLC 990.03%0.05%0.10%Q3 2021Q3 20239
Krane Funds Advisors LLC 720.00%0.02%0.04%Q2 2019Q4 20219
Halpern Financial, Inc. 990.04%0.05%0.08%Q3 2021Q3 20239
ESSEX INVESTMENT MANAGEMENT CO LLC 520.00%0.29%1.34%Q2 2016Q4 20199
Parametrica Management Ltd 210.20%0.82%2.71%Q3 2016Q2 20239
Ipswich Investment Management Co., Inc. 410.04%0.06%0.08%Q4 2018Q2 20239
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 990.15%0.21%0.29%Q2 2016Q2 20189
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 724.69%6.41%8.37%Q1 2021Q3 20239
Liontrust Investment Partners LLP 810.08%0.09%0.11%Q4 2020Q2 20239
Fort Point Capital Partners LLC 990.15%0.17%0.19%Q3 2021Q3 20239
Newbridge Financial Services Group, Inc. 720.00%0.01%0.03%Q3 2020Q3 20239
TELEMUS CAPITAL, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
HBK INVESTMENTS L P 310.00%0.02%0.04%Q2 2016Q3 20199
NFJ INVESTMENT GROUP, LLC 990.31%0.39%0.58%Q1 2021Q1 20239
OXFORD ASSET MANAGEMENT LLP 710.01%0.14%0.29%Q1 2017Q4 20199
Capital Group Private Client Services, Inc. 990.22%0.28%0.33%Q3 2021Q3 20239
Siemens Fonds Invest GmbH 990.21%0.29%0.32%Q3 2021Q3 20239
DIXON HUBARD FEINOUR & BROWN INC/VA 990.03%0.05%0.06%Q2 2020Q2 20229
Global X Management CO LLC 990.00%0.01%0.01%Q2 2016Q2 20189
Curi Wealth Management, LLC 810.00%0.04%0.09%Q4 2020Q3 20239
CHILDRESS CAPITAL ADVISORS, LLC 710.03%0.10%0.16%Q4 2020Q3 20239
BSW Wealth Partners 610.04%0.09%0.18%Q2 2020Q2 20239
Vancity Investment Management Ltd 991.96%2.30%2.60%Q3 2021Q3 20239
Gladstone Institutional Advisory LLC 990.02%0.08%0.16%Q3 2021Q3 20239
FCF Advisors LLC 990.65%1.03%1.21%Q1 2020Q1 20229
IndexIQ Advisors LLC 540.00%0.08%0.14%Q4 2019Q1 20229
Boston Common Asset Management, LLC 990.01%0.02%0.02%Q4 2020Q4 20229
Hexavest Inc. 990.00%0.00%0.00%Q2 2019Q2 20219
TOMPKINS FINANCIAL CORP 610.00%0.01%0.02%Q3 2017Q4 20239
HALL LAURIE J TRUSTEE 990.02%0.02%0.02%Q3 2021Q3 20239
DB Wealth Management Group, LLC 540.00%0.00%0.00%Q4 2020Q3 20239
Addison Advisors LLC 990.00%0.01%0.02%Q3 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 630.00%0.00%0.01%Q2 2020Q3 20239
Mitsubishi UFJ Securities Holdings Co., Ltd. 720.20%1.31%1.95%Q1 2017Q3 20199
Veritas Investment Partners (UK) Ltd. 540.01%0.01%0.01%Q4 2020Q3 20239
Dakota Wealth Management 880.04%0.14%0.22%Q2 2020Q1 20229
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 990.03%0.38%0.80%Q3 2021Q3 20239
Amtrust Financial Services, Inc. 720.12%0.85%2.62%Q4 2016Q4 20199
Bruderman Asset Management, LLC 990.56%0.83%1.23%Q2 2020Q2 20229
ST GERMAIN D J CO INC 310.01%0.02%0.03%Q3 2016Q4 20239
Clark Capital Management Group, Inc. 990.02%0.27%0.58%Q3 2021Q3 20239
Private Vista, LLC 990.09%0.13%0.22%Q2 2018Q2 20209
44 WEALTH MANAGEMENT LLC 720.07%0.09%0.10%Q4 2020Q2 20239
TRUST CO OF TOLEDO NA /OH/ 720.04%0.04%0.05%Q3 2020Q4 20239
CHILTON INVESTMENT CO INC. 990.01%0.26%1.24%Q3 2021Q3 20239
APPLIED RESEARCH INVESTMENTS, LLC 991.60%2.34%4.21%Q2 2020Q2 20229
SIMPLEX TRADING, LLC 410.00%0.01%0.05%Q4 2016Q4 20229
Somerset Group LLC 990.21%0.23%0.26%Q3 2021Q3 20239
Intrua Financial, LLC 990.10%0.14%0.18%Q2 2020Q2 20229
Teza Capital Management LLC 310.06%0.26%0.61%Q2 2019Q1 20239
JFS WEALTH ADVISORS, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Rosenberg Matthew Hamilton 990.01%0.01%0.02%Q3 2021Q3 20239
Unigestion Holding SA 510.02%0.04%0.06%Q2 2018Q3 20239
Castleview Partners, LLC 810.01%0.09%0.17%Q2 2021Q3 20239
Machina Capital S.A.S. 510.23%0.59%1.36%Q4 2018Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
AMERICAN NATIONAL BANK 810.00%0.02%0.03%Q1 2021Q3 20239
Private Portfolio Partners LLC 990.09%0.19%0.39%Q3 2021Q3 20239
Perkins Coie Trust Co 810.00%0.00%0.00%Q2 2019Q3 20239
HIGHLAND CAPITAL MANAGEMENT LP 710.02%0.25%0.35%Q3 2016Q2 20199
Psagot Value Holdings Ltd. / (Israel) 990.06%0.16%0.23%Q3 2021Q3 20239
HighMark Wealth Management LLC 510.00%0.04%0.10%Q4 2019Q3 20239
SCOUT INVESTMENTS, INC. 990.01%0.51%0.79%Q3 2016Q3 20189
First Command Bank 990.02%0.04%0.06%Q2 2021Q2 20239
First Command Financial Services, Inc. 990.02%0.04%0.06%Q2 2021Q2 20239
Courage Miller Partners, LLC 630.09%0.10%0.11%Q1 2021Q3 20239
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 990.16%0.20%0.27%Q3 2020Q3 20229
CreativeOne Wealth, LLC 990.01%0.03%0.05%Q2 2021Q2 20239
PIN OAK INVESTMENT ADVISORS INC 630.01%0.02%0.05%Q4 2020Q3 20239
ICW Investment Advisors LLC 410.06%0.15%0.21%Q4 2019Q3 20239
Pearl River Capital, LLC 410.11%0.56%1.16%Q1 2019Q3 20229
FULLER & THALER ASSET MANAGEMENT, INC. 990.00%0.01%0.01%Q2 2016Q2 20189
Ameritas Investment Company, LLC 320.00%0.03%0.15%Q4 2018Q3 20218
Column Capital Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Seven Springs Wealth Group, LLC 880.01%0.04%0.14%Q4 2019Q3 20218
Sound View Wealth Advisors Group, LLC 620.03%0.04%0.05%Q1 2021Q2 20238
Royal Capital Wealth Management, LLC 880.45%0.49%0.60%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 710.03%0.06%0.11%Q4 2020Q3 20238
Cedar Wealth Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Peachtree Investment Partners, LLC 880.31%0.90%1.78%Q2 2020Q1 20228
Sugarloaf Wealth Management, LLC 510.00%0.01%0.02%Q2 2021Q3 20238
INVERNESS COUNSEL LLC /NY/ 620.02%0.06%0.11%Q2 2020Q3 20228
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 620.04%0.04%0.06%Q3 2020Q3 20238
Operose Advisors LLC 880.04%0.06%0.09%Q4 2021Q3 20238
HORIZON BANCORP INC /IN/ 440.03%0.17%0.28%Q4 2019Q3 20238
Linscomb & Williams, Inc. 710.02%0.02%0.02%Q4 2019Q3 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.03%0.04%0.04%Q4 2019Q3 20218
Highstreet Asset Management Inc. 880.00%0.04%0.11%Q1 2018Q4 20198
Optimal Asset Management, Inc. 880.05%0.15%0.35%Q4 2019Q3 20218
Forum Financial Management, LP 880.02%0.03%0.04%Q4 2021Q3 20238
Ascent Group, LLC 880.20%0.24%0.31%Q4 2021Q3 20238
MISSION WEALTH MANAGEMENT, LP 880.02%0.02%0.03%Q4 2021Q3 20238
WealthBridge Capital Management, LLC 710.00%0.20%0.30%Q4 2018Q1 20218
Covestor Ltd 880.10%0.13%0.21%Q4 2021Q3 20238
FORTEM FINANCIAL GROUP, LLC 880.16%0.99%1.59%Q3 2020Q2 20228
Wedmont Private Capital 880.07%0.09%0.11%Q4 2021Q3 20238
Settian Capital LP 882.11%2.44%3.51%Q4 2021Q3 20238
THAMES CAPITAL MANAGEMENT LLC 530.52%1.57%6.76%Q4 2019Q4 20228
WOLFF WIESE MAGANA LLC 710.00%0.01%0.02%Q2 2021Q3 20238
Sand Hill Global Advisors, LLC 880.01%0.02%0.02%Q2 2020Q1 20228
FLPUTNAM INVESTMENT MANAGEMENT CO 530.01%0.01%0.03%Q1 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.16%0.24%0.30%Q4 2021Q3 20238
PDS Planning, Inc 880.04%0.05%0.08%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.41%0.89%2.92%Q4 2021Q3 20238
swisspartners Ltd. 882.82%3.40%4.20%Q1 2021Q4 20228
Magnetar Financial LLC 210.00%0.03%0.06%Q3 2016Q1 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.03%0.04%0.06%Q1 2019Q4 20208
GHE, LLC 882.47%3.70%4.31%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.07%0.08%0.10%Q3 2021Q2 20238
CALTON & ASSOCIATES, INC. 620.06%0.13%0.23%Q4 2017Q4 20218
Quent Capital, LLC 880.04%0.04%0.04%Q4 2021Q3 20238
Newfound Research LLC 880.15%0.19%0.23%Q4 2020Q3 20228
Stonegate Investment Group, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
AXS Investments LLC 880.38%0.56%0.68%Q4 2021Q3 20238
Industrial Alliance Investment Management Inc. 880.13%0.36%0.55%Q4 2021Q3 20238
Buttonwood Financial Advisors Inc. 880.26%0.34%0.38%Q4 2021Q3 20238
E Fund Management Co., Ltd. 880.01%0.01%0.02%Q3 2021Q2 20238
LGT Group Foundation 880.04%0.09%0.11%Q4 2021Q3 20238
West Financial Advisors, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
Mount Capital Ltd 881.50%1.85%2.35%Q4 2021Q3 20238
Employers Holdings, Inc. 880.21%0.30%0.41%Q2 2019Q1 20218
SAGE PRIVATE WEALTH GROUP, LLC 880.01%0.01%0.03%Q4 2020Q3 20228
Triad Investment Management 880.21%0.40%0.48%Q4 2021Q3 20238
Arlington Partners LLC 880.01%0.16%1.17%Q4 2021Q3 20238
Wealth Architects, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Confluence Wealth Management LLC 880.11%0.27%0.50%Q4 2018Q3 20208
Guardian Wealth Management, Inc. 880.03%0.04%0.04%Q4 2021Q3 20238
MCF Advisors LLC 710.00%0.00%0.00%Q3 2021Q3 20238
ARGI Investment Services, LLC 710.01%0.01%0.01%Q3 2020Q4 20228
B. Metzler seel. Sohn & Co. AG 880.78%0.96%1.28%Q4 2021Q3 20238
SkyView Investment Advisors, LLC 880.07%0.18%0.56%Q4 2021Q3 20238
Farmers & Merchants Trust Co of Chambersburg PA 880.02%0.02%0.02%Q4 2021Q3 20238
AMS Capital Ltda 880.67%4.78%8.55%Q4 2021Q3 20238
Baker Avenue Asset Management, LP 880.00%0.02%0.05%Q4 2021Q3 20238
Bancreek Capital Management, LP 883.18%3.96%4.90%Q4 2021Q3 20238
Mayflower Financial Advisors, LLC 530.03%0.03%0.04%Q3 2021Q3 20238
Cranbrook Wealth Management, LLC 880.00%0.01%0.01%Q4 2019Q3 20218
Capital Advisors, Ltd. LLC 880.01%0.03%0.04%Q4 2021Q3 20238
LWM Advisory Services, LLC 880.40%0.67%1.15%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.25%0.30%0.32%Q4 2021Q3 20238
Winslow, Evans & Crocker, Inc. 620.01%0.11%0.22%Q4 2017Q4 20208
Capitolis Advisors LLC 880.00%0.19%1.09%Q4 2020Q3 20228
EMINENCE CAPITAL, LP 710.70%1.56%3.51%Q2 2016Q4 20188
Marathon Asset Management Ltd 881.28%1.56%1.89%Q4 2021Q3 20238
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 410.00%0.39%0.85%Q2 2021Q3 20238
Metis Global Partners, LLC 880.28%0.33%0.36%Q4 2021Q3 20238
BRIDGEWAY CAPITAL MANAGEMENT, LLC 620.00%0.04%0.07%Q1 2018Q3 20218
NewEdge Wealth, LLC 880.01%0.03%0.07%Q4 2021Q3 20238
FourThought Financial, LLC 880.02%0.05%0.06%Q4 2020Q3 20228
MCDANIEL TERRY & CO 710.02%0.03%0.04%Q2 2021Q2 20238
TILIA FIDUCIARY PARTNERS, INC. 880.36%0.44%0.52%Q4 2021Q3 20238
Pacifica Partners Inc. 880.01%0.02%0.03%Q1 2022Q4 20238
CAMG Solamere Management, LLC 880.13%0.32%0.38%Q4 2016Q3 20188
AIA Group Ltd 880.02%0.07%0.11%Q4 2021Q3 20238
Baader Bank Aktiengesellschaft 880.27%0.44%0.67%Q4 2021Q3 20238
Jupiter Investment Management Ltd 510.00%0.07%0.31%Q1 2017Q4 20198
Strengthening Families & Communities, LLC 880.01%0.30%0.93%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.02%0.03%0.07%Q3 2021Q3 20238
Varma Mutual Pension Insurance Co 620.03%0.05%0.06%Q2 2020Q2 20238
PICTON MAHONEY ASSET MANAGEMENT 530.11%0.57%1.01%Q3 2019Q3 20228
Schechter Investment Advisors, LLC 880.09%0.11%0.12%Q4 2021Q3 20238
IBERIABANK CORP 880.37%0.47%0.66%Q3 2018Q2 20208
HB Wealth Management, LLC 880.02%0.02%0.02%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.10%0.10%0.11%Q4 2021Q3 20238
Disciplina Capital Management LLC 880.01%0.01%0.02%Q4 2021Q3 20238
PA Capital LLC 880.37%0.59%0.84%Q4 2018Q3 20208
MOODY NATIONAL BANK TRUST DIVISION 620.00%0.08%0.13%Q4 2018Q3 20238
Allred Capital Management, LLC 410.01%0.10%0.14%Q4 2019Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.22%0.23%0.24%Q4 2021Q3 20238
Frisch Financial Group, Inc. 880.44%0.71%0.92%Q4 2021Q3 20238
CHANNING GLOBAL ADVISORS, LLC 880.83%1.87%2.50%Q4 2021Q3 20238
Alphinity Investment Management Pty Ltd 622.36%3.38%4.80%Q2 2018Q1 20228
Magnus Financial Group LLC 880.02%0.04%0.05%Q1 2019Q4 20208
Western Wealth Management, LLC 880.02%0.03%0.07%Q4 2021Q3 20238
Roundview Capital LLC 880.02%0.08%0.14%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.15%0.23%0.37%Q4 2021Q3 20238
First Allied Advisory Services, Inc. 620.01%0.01%0.02%Q1 2018Q3 20208
Kavar Capital Partners, LLC 510.05%0.08%0.11%Q1 2018Q3 20208
NorthCrest Asset Manangement, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Nova R Wealth, Inc. 880.35%0.42%0.57%Q4 2021Q3 20238
Landsberg, Bennett, & Dubbaneh LLC 610.17%0.25%0.55%Q4 2018Q3 20218
NATIONAL BANK OF CANADA /FI/ 880.06%0.13%0.21%Q4 2021Q3 20238
Y-Intercept (Hong Kong) Ltd 310.09%0.26%0.54%Q4 2020Q3 20238
Retirement Group, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 880.14%0.18%0.21%Q2 2016Q1 20188
Core Alternative Capital 880.00%0.01%0.03%Q4 2021Q3 20238
Claraphi Advisory Network, LLC 410.07%0.17%0.34%Q1 2018Q3 20208
EverSource Wealth Advisors, LLC 880.01%0.03%0.05%Q4 2021Q3 20238
City State Bank 880.14%0.17%0.22%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.04%0.05%Q1 2020Q4 20218
Endowment Wealth Management, Inc. 880.25%0.27%0.30%Q4 2021Q3 20238
LGT Fund Management Co Ltd. 880.14%0.22%0.42%Q4 2021Q3 20238
EPG Wealth Management LLC 410.00%0.12%0.21%Q1 2020Q3 20238
Cable Hill Partners, LLC 710.01%0.01%0.03%Q3 2017Q3 20238
Mendel Capital Management LLC 880.40%0.49%0.56%Q4 2021Q3 20238
Phraction Management LLC 880.12%3.45%4.42%Q4 2021Q3 20238
Fortress Wealth Management, Inc. 881.64%2.00%2.46%Q4 2021Q3 20238
SteelBridge Private Wealth Advisors LLC 880.32%1.10%2.31%Q2 2016Q1 20188
Lloyd Advisory Services, LLC. 880.00%0.10%0.20%Q3 2020Q2 20228
O'Shares Investment Advisers, LLC 880.63%0.89%1.90%Q2 2020Q1 20228
SALEM INVESTMENT COUNSELORS INC 880.01%0.01%0.01%Q4 2021Q3 20238
KENFARB & CO. 880.29%0.32%0.35%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 770.55%0.65%0.72%Q1 2022Q3 20237
OAK HARBOR WEALTH PARTNERS, LLC 770.12%0.19%0.23%Q1 2022Q3 20237
First Western Trust Bank 770.26%0.29%0.33%Q1 2022Q3 20237
STONE RUN CAPITAL, LLC 774.11%4.32%4.64%Q1 2022Q3 20237
Confluence Wealth Services, Inc. 430.02%0.09%0.14%Q4 2021Q3 20237
MEYER HANDELMAN CO 770.02%0.10%0.20%Q1 2022Q3 20237
Chemistry Wealth Management LLC 770.54%0.62%0.68%Q1 2022Q3 20237
Hillhouse Capital Management 770.08%0.13%0.17%Q1 2017Q3 20187
Lombard Odier Asset Management (USA) Corp 770.01%0.01%0.01%Q1 2022Q3 20237
Brand Asset Management Group, Inc. 770.00%0.01%0.01%Q2 2018Q4 20197
Sather Financial Group Inc 772.66%4.05%4.90%Q1 2022Q3 20237
JOURNEY STRATEGIC WEALTH LLC 520.01%0.03%0.04%Q4 2021Q3 20237
Missouri Trust & Investment Co 770.00%0.00%0.00%Q4 2021Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.01%0.01%0.01%Q1 2022Q3 20237
Bowman & Co S.C. 770.38%0.43%0.54%Q1 2022Q3 20237
ArrowMark Colorado Holdings LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Caldwell Investment Management Ltd. 770.86%1.21%1.87%Q4 2021Q2 20237
Carmignac Gestion 772.76%3.98%4.80%Q1 2022Q3 20237
TIEDEMANN ADVISORS, LLC 520.01%0.03%0.08%Q4 2018Q2 20217
DRW Securities, LLC 210.01%0.03%0.07%Q4 2017Q3 20237
Ameritas Advisory Services, LLC 610.02%0.02%0.02%Q4 2021Q3 20237
Willingdon Wealth Management 770.00%0.83%1.44%Q3 2018Q1 20207
REUTER JAMES WEALTH MANAGEMENT, LLC 770.12%0.20%0.37%Q1 2022Q3 20237
ARROW FINANCIAL CORP 770.01%0.01%0.01%Q1 2022Q3 20237
LMCG INVESTMENTS, LLC 770.31%0.44%0.52%Q1 2022Q3 20237
Aspire Private Capital, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Riverwater Partners LLC 770.24%0.28%0.30%Q2 2022Q4 20237
Edge Advisors, LLC 770.01%0.01%0.02%Q4 2016Q2 20187
Interval Partners, LP 420.08%0.17%0.37%Q4 2019Q3 20237
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 770.05%0.14%0.24%Q2 2016Q4 20177
Heartland Bank & Trust Co 430.45%0.65%0.79%Q4 2020Q3 20227
Goodman Advisory Group, LLC 770.09%0.19%0.24%Q1 2022Q3 20237
CONFLUENCE INVESTMENT MANAGEMENT LLC 770.88%1.06%1.18%Q1 2022Q3 20237
Altavista Wealth Management, Inc. 770.06%0.06%0.07%Q2 2020Q4 20217
Thrive Wealth Management, LLC 770.15%0.19%0.25%Q1 2022Q3 20237
STATE OF MICHIGAN RETIREMENT SYSTEM 770.20%0.23%0.28%Q1 2022Q3 20237
Private Ocean, LLC 610.00%0.00%0.01%Q4 2017Q4 20227
First Western Capital Management Co 770.77%1.24%1.54%Q2 2016Q4 20177
VALLEY NATIONAL ADVISERS INC 770.00%0.00%0.00%Q1 2022Q3 20237
Jackson Square Partners, LLC 770.30%0.43%0.81%Q1 2022Q3 20237
WBI INVESTMENTS, LLC 310.04%0.28%0.60%Q2 2017Q1 20207
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 773.33%3.95%4.83%Q1 2022Q3 20237
Weiss Multi-Strategy Advisers LLC 210.02%0.18%0.49%Q1 2017Q1 20227
IVC Wealth Advisors LLC 520.13%0.15%0.17%Q2 2021Q3 20237
InterOcean Capital Group, LLC 771.76%1.87%2.05%Q1 2022Q3 20237
NorthRock Partners, LLC 430.02%0.05%0.07%Q4 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.04%0.04%0.04%Q1 2022Q3 20237
Maven Securities LTD 610.01%0.03%0.06%Q4 2020Q3 20227
Fulcrum Asset Management LLP 610.10%0.19%0.28%Q2 2020Q1 20227
Lincoln Capital LLC 770.24%0.25%0.27%Q1 2022Q3 20237
GLG LLC 770.10%0.12%0.14%Q2 2016Q4 20177
HERITAGE WEALTH MANAGEMENT, LLC 430.15%0.23%0.29%Q1 2021Q4 20227
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 770.02%0.02%0.03%Q1 2022Q3 20237
Jump Financial, LLC 310.01%0.10%0.24%Q1 2021Q3 20237
FOUNDERS FINANCIAL SECURITIES LLC 770.07%0.08%0.09%Q1 2022Q3 20237
State of Wyoming 610.01%0.09%0.17%Q1 2021Q3 20237
Moisand Fitzgerald Tamayo, LLC 520.00%0.01%0.05%Q2 2021Q3 20237
Hickory Lane Capital Management LP 772.54%3.35%4.43%Q3 2021Q1 20237
Virtus Fund Advisers, LLC 770.04%0.06%0.07%Q2 2016Q4 20177
Lowell Blake & Associates Inc. 430.10%0.59%0.87%Q4 2019Q3 20237
Starfire Investment Advisers, Inc. 610.10%0.11%0.16%Q2 2018Q2 20207
Buffington Mohr McNeal 771.45%1.58%1.88%Q1 2022Q3 20237
Stuart Chaussee & Associates, Inc. 770.00%0.00%0.01%Q1 2022Q3 20237
TAURUS ASSET MANAGEMENT, LLC 770.03%0.03%0.04%Q1 2022Q3 20237
Aurora Investment Counsel 430.15%0.56%1.01%Q4 2017Q4 20197
Outlook Wealth Advisors, LLC 770.35%0.37%0.40%Q1 2022Q3 20237
Epoch Investment Partners, Inc. 770.02%0.08%0.16%Q1 2019Q3 20207
Covenant Partners, LLC 770.23%0.25%0.31%Q1 2022Q3 20237
Capital Market Strategies LLC 310.22%0.24%0.28%Q4 2021Q4 20237
ROCKEFELLER FINANCIAL SERVICES INC 770.16%0.26%0.32%Q2 2016Q4 20177
Sustainable Growth Advisers, LP 771.86%3.47%4.39%Q1 2022Q3 20237
Consolidated Planning Corp 610.06%0.36%0.47%Q3 2021Q3 20237
Corsair Capital Management 773.02%3.43%4.12%Q1 2022Q3 20237
Cribstone Capital Management, LLC 510.00%0.10%0.16%Q2 2016Q1 20227
MAGNOLIA CAPITAL ADVISORS LLC 770.21%0.38%0.57%Q1 2022Q3 20237
Sculati Wealth Management, LLC 770.12%0.13%0.13%Q1 2022Q3 20237
LEUTHOLD GROUP, LLC 610.53%0.68%0.91%Q1 2016Q3 20207
Resonant Capital Advisors, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
Mosaic Family Wealth, LLC 770.01%0.01%0.01%Q3 2017Q1 20197
Optas, LLC 770.08%0.09%0.10%Q1 2022Q3 20237
HARRELL INVESTMENT PARTNERS, LLC 770.56%0.60%0.66%Q1 2022Q3 20237
Houlihan Financial Resource Group, Ltd. 510.01%0.16%0.22%Q1 2020Q3 20237
Almanack Investment Partners, LLC. 770.02%0.02%0.03%Q3 2020Q1 20227
DAVIS R M INC 520.03%0.03%0.03%Q4 2020Q3 20237
Conestoga Capital Advisors, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
L2 Asset Management, LLC 770.14%0.15%0.16%Q1 2022Q3 20237
ASHFORD CAPITAL MANAGEMENT INC 770.19%0.21%0.24%Q1 2022Q3 20237
Foundations Investment Advisors, LLC 770.02%0.03%0.03%Q1 2022Q3 20237
First Bank & Trust 770.09%0.26%0.34%Q1 2022Q3 20237
BUCKHEAD CAPITAL MANAGEMENT LLC 770.05%0.06%0.07%Q3 2020Q1 20227
AMUSSEN HUNSAKER ASSOCIATES LLC 610.04%0.07%0.08%Q3 2021Q2 20237
Mascoma Wealth Management LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Bank of Marin 770.47%0.51%0.58%Q1 2022Q3 20237
Shepherd Financial Partners LLC 770.13%0.15%0.23%Q1 2022Q3 20237
Hudson Way Capital Management LLC 776.90%8.52%9.51%Q1 2022Q3 20237
AXIOM INVESTORS LLC /DE 770.74%1.55%2.33%Q2 2019Q4 20207
PYA Waltman Capital, LLC 773.47%3.84%4.27%Q1 2022Q3 20237
Summit Trail Advisors, LLC 610.02%0.02%0.04%Q4 2017Q3 20237
Kathmere Capital Management, LLC 510.04%0.05%0.07%Q3 2021Q3 20237
FIRST CITIZENS BANK & TRUST CO 520.03%0.10%0.19%Q4 2017Q3 20207
MIDDLETON & CO INC/MA 771.28%1.33%1.39%Q1 2022Q3 20237
TCF National Bank 770.11%0.16%0.23%Q3 2019Q1 20217
KELLY LAWRENCE W & ASSOCIATES INC/CA 770.02%0.03%0.03%Q1 2022Q3 20237
Bell Bank 770.16%0.18%0.20%Q1 2022Q3 20237
Aperture Investors, LLC 770.45%0.63%0.81%Q1 2022Q3 20237
Brookfield Asset Management 320.00%0.01%0.03%Q2 2020Q2 20237
Marcum Wealth, LLC 770.04%0.06%0.09%Q1 2022Q3 20237
Bogart Wealth, LLC 770.09%0.13%0.23%Q1 2022Q3 20237
Red Door Wealth Management, LLC 210.05%0.08%0.15%Q1 2020Q3 20237
GROUP ONE TRADING, L.P. 510.00%0.00%0.01%Q2 2017Q2 20237
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 770.51%0.55%0.62%Q1 2022Q3 20237
CDAM (UK) Ltd 776.80%7.31%8.34%Q1 2022Q3 20237
Weaver Consulting Group 770.00%0.00%0.01%Q1 2019Q3 20207
PEOPLES BANK /OH 770.13%0.16%0.22%Q3 2020Q1 20227
CARLSON CAPITAL L P 430.05%0.37%0.90%Q2 2016Q1 20237
ADVENT INTERNATIONAL, L.P. 770.01%0.12%0.39%Q1 2021Q3 20227
WoodTrust Financial Corp 770.15%0.19%0.22%Q1 2022Q3 20237
DRIEHAUS CAPITAL MANAGEMENT LLC 610.01%0.01%0.02%Q4 2016Q3 20207
Squar Milner Financial Services LLC 520.01%0.01%0.02%Q2 2018Q1 20207
Blueshift Asset Management, LLC 310.03%0.13%0.33%Q2 2019Q3 20227
Quantinno Capital Management LP 770.10%0.18%0.50%Q1 2022Q3 20237
LIBERTY WEALTH MANAGEMENT LLC 770.02%0.04%0.06%Q1 2020Q3 20217
Van Leeuwen & Company, LLC 430.82%1.67%2.55%Q2 2019Q4 20217
ERn Financial, LLC 770.11%0.16%0.18%Q1 2022Q3 20237
55I, LLC 770.01%0.01%0.02%Q1 2021Q3 20227
Meridian Wealth Advisors, LLC 770.52%0.71%0.88%Q1 2022Q3 20237
Delta Investment Management, LLC 770.64%0.88%1.35%Q1 2022Q3 20237
Claro Advisors LLC 610.00%0.14%0.18%Q4 2018Q3 20237
Athanor Capital, LP 610.01%0.08%0.21%Q2 2019Q1 20217
Temasek Holdings (Private) Ltd 772.03%2.79%3.83%Q1 2022Q3 20237
My Legacy Advisors, LLC 770.20%0.23%0.26%Q1 2022Q3 20237
Larson Financial Group LLC 610.00%0.00%0.00%Q4 2021Q3 20237
GDS Wealth Management 770.42%0.99%1.32%Q1 2022Q3 20237
Triasima Portfolio Management inc. 770.07%0.08%0.09%Q4 2020Q2 20227
WealthPlan Investment Management, LLC 610.22%0.26%0.34%Q1 2022Q4 20237
Fund Management at Engine No. 1 LLC 770.26%0.30%0.32%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.04%0.04%0.05%Q1 2022Q3 20237
Empirical Asset Management, LLC 610.25%0.41%0.58%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
MATHER GROUP, LLC. 770.02%0.04%0.04%Q1 2022Q3 20237
Cyrus J. Lawrence, LLC 771.31%1.99%2.17%Q1 2022Q3 20237
Phase 2 Partners, LLC 662.82%4.48%5.53%Q1 2022Q2 20236
CANTOR FITZGERALD, L. P. 330.01%0.02%0.07%Q1 2022Q3 20236
DAVIS SELECTED ADVISERS 660.08%0.10%0.12%Q2 2016Q3 20176
GW&K Investment Management, LLC 420.00%0.29%0.56%Q1 2022Q3 20236
INTECH INVESTMENT MANAGEMENT LLC 660.02%0.05%0.08%Q2 2022Q3 20236
GOULD ASSET MANAGEMENT LLC /CA/ 660.06%0.07%0.08%Q2 2021Q3 20226
SENTINEL ASSET MANAGEMENT, INC. 661.13%1.27%1.47%Q2 2016Q3 20176
Nationwide Fund Advisors 660.04%0.05%0.08%Q2 2016Q3 20176
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.20%0.20%0.21%Q2 2022Q3 20236
MADISON INVESTMENT HOLDINGS INC 660.06%0.08%0.10%Q1 2016Q2 20176
COOKSON PEIRCE & CO INC 661.65%1.87%2.15%Q2 2017Q3 20186
Commonwealth Equity Services, Inc 660.02%0.02%0.02%Q2 2016Q3 20176
SII INVESTMENTS INC/WI 660.02%0.02%0.02%Q2 2016Q3 20176
Bangor Savings Bank 660.00%0.00%0.01%Q2 2022Q3 20236
CAXTON CORP 660.14%0.62%1.13%Q4 2020Q1 20226
Lee Financial Co 660.00%0.12%0.22%Q2 2022Q3 20236
Hudson Bay Capital Management LP 310.05%0.14%0.28%Q1 2017Q1 20206
Senator Investment Group LP 662.98%4.31%5.72%Q1 2022Q2 20236
Nikko Asset Management Americas, Inc. 660.00%0.02%0.03%Q3 2016Q4 20176
Origin Asset Management LLP 420.13%0.34%0.72%Q2 2018Q2 20216
Rock Creek Group, LP 310.00%0.28%1.65%Q2 2019Q2 20236
Anson Funds Management LP 210.05%0.35%0.86%Q4 2019Q1 20236
Jacobus Wealth Management, Inc. 660.03%0.04%0.04%Q2 2016Q3 20176
STERLING INVESTMENT MANAGEMENT, LLC 661.05%1.27%1.90%Q2 2022Q3 20236
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 660.73%0.80%0.91%Q2 2022Q3 20236
West Coast Financial LLC 660.86%0.89%0.92%Q2 2022Q3 20236
Price Wealth, LLC 310.00%0.01%0.02%Q4 2017Q1 20206
ELEMENT CAPITAL MANAGEMENT LLC 310.01%0.61%1.20%Q1 2019Q3 20226
Banco BTG Pactual S.A. 310.08%0.14%0.23%Q4 2019Q3 20236
Ascent Wealth Partners, LLC 420.04%0.05%0.05%Q2 2021Q3 20236
PDT Partners, LLC 660.02%0.35%0.51%Q4 2020Q1 20226
BTG Pactual Global Asset Management Ltd 410.22%0.69%2.03%Q4 2020Q2 20226
Matarin Capital Management, LLC 330.24%0.49%0.82%Q3 2018Q3 20206
Addison Capital Co 660.27%0.30%0.34%Q4 2017Q1 20196
GeoWealth Management, LLC 420.00%0.05%0.11%Q3 2021Q3 20236
Riverview Trust Co 660.01%0.04%0.10%Q2 2022Q3 20236
Silver Lake Advisory, LLC 410.11%0.12%0.13%Q3 2020Q2 20236
FAS Wealth Partners, Inc. 660.02%0.02%0.02%Q4 2020Q1 20226
Pictet North America Advisors SA 420.05%0.51%1.19%Q3 2018Q3 20236
American Money Management, LLC 660.38%0.42%0.47%Q2 2022Q3 20236
Stanley-Laman Group, Ltd. 660.08%0.89%1.50%Q1 2020Q2 20216
CHARTWELL INVESTMENT PARTNERS, LLC 660.07%0.10%0.13%Q2 2022Q3 20236
Merit Financial Group, LLC 660.01%0.13%0.18%Q2 2022Q3 20236
Lighthouse Financial Advisors, Inc. 660.88%1.09%1.26%Q4 2019Q1 20216
Pinnacle Wealth Management Advisory Group, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
Koshinski Asset Management, Inc. 330.01%0.02%0.03%Q3 2021Q2 20236
Otter Creek Advisors, LLC 210.69%1.77%3.18%Q4 2016Q3 20236
Relative Value Partners Group, LLC 510.07%0.15%0.52%Q1 2022Q3 20236
BEACON INVESTMENT ADVISORY SERVICES, INC. 420.08%0.09%0.10%Q1 2018Q3 20236
Atalan Capital Partners, LP 667.48%11.10%13.54%Q2 2022Q3 20236
Leverage Partners Absolute Return Fund SPC 661.11%1.51%2.52%Q4 2020Q1 20226
TRUE Private Wealth Advisors 410.00%0.06%0.10%Q4 2017Q4 20196
GRAYHAWK INVESTMENT STRATEGIES INC. 660.02%0.03%0.03%Q2 2022Q3 20236
NVWM, LLC 420.00%0.15%0.31%Q3 2020Q3 20226
Meridian Wealth Management, LLC 410.01%0.09%0.13%Q3 2018Q3 20206
Lattice Capital Management, LLC 660.07%0.43%1.17%Q4 2021Q1 20236
Ferris Capital, LLC 510.01%0.02%0.03%Q2 2017Q1 20196
Legacy Advisors, LLC 510.01%0.01%0.01%Q3 2017Q1 20196
Columbus Macro, LLC 660.14%0.20%0.31%Q2 2022Q3 20236
Atom Investors LP 330.02%0.26%0.79%Q1 2020Q3 20236
GABLES CAPITAL MANAGEMENT INC. 420.02%0.02%0.03%Q2 2018Q4 20196
AIGEN INVESTMENT MANAGEMENT, LP 310.05%0.72%2.53%Q4 2020Q2 20236
MACRO Consulting Group 660.17%0.20%0.22%Q1 2020Q2 20216
Arabesque Asset Management Ltd 660.31%0.82%1.61%Q1 2021Q2 20226
TWINBEECH CAPITAL LP 310.01%0.34%1.13%Q4 2020Q3 20236
Cinctive Capital Management LP 310.04%0.38%0.64%Q2 2021Q3 20236
BELLEVUE ASSET MANAGEMENT, LLC 420.00%0.01%0.01%Q4 2019Q3 20216
Aurora Private Wealth, Inc. 410.08%0.11%0.23%Q1 2020Q2 20236
CWS Financial Advisors, LLC 330.11%0.19%0.22%Q1 2022Q3 20236
Systematic Alpha Investments, LLC 510.01%0.01%0.01%Q4 2020Q3 20236
Grant/GrossMendelsohn, LLC 420.35%0.39%0.43%Q1 2022Q3 20236
Annandale Capital, LLC 660.15%0.21%0.23%Q1 2021Q2 20226
Northstar Advisory Group, LLC 310.18%0.76%2.63%Q4 2020Q2 20236
Alpha Paradigm Partners, LLC 410.04%0.13%0.26%Q4 2020Q4 20226
Rockbridge Investment Management, LCC 660.01%0.01%0.01%Q3 2020Q4 20216
MIZUHO MARKETS AMERICAS LLC 210.05%0.27%0.95%Q1 2022Q3 20236
Rise Advisors, LLC 660.00%0.02%0.05%Q2 2022Q3 20236
Ten Capital Wealth Advisors, LLC 660.00%0.00%0.01%Q4 2021Q1 20236
COLLECTIVE FAMILY OFFICE LLC 660.09%0.11%0.12%Q1 2021Q2 20226
Freedman Financial Associates, Inc. 660.05%0.05%0.06%Q4 2020Q1 20226
Bradley Mark J. 662.16%2.30%2.45%Q1 2022Q2 20236
Everhart Financial Group, Inc. 660.10%0.15%0.20%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Border to Coast Pensions Partnership Ltd 660.65%0.78%0.91%Q2 2021Q3 20226
Delos Wealth Advisors, LLC 510.00%0.00%0.01%Q4 2021Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.01%Q1 2022Q3 20236
Schubert & Co 660.01%0.01%0.01%Q4 2021Q1 20236
BARNES PETTEY FINANCIAL ADVISORS, LLC 420.23%0.25%0.30%Q1 2022Q3 20236
Kathleen S. Wright Associates Inc. 510.01%0.02%0.03%Q4 2021Q3 20236
Czech National Bank 660.33%0.34%0.36%Q3 2022Q4 20236
New Millennium Group LLC 660.03%0.04%0.04%Q2 2022Q3 20236
SS&H Financial Advisors, Inc. 511.97%2.03%2.16%Q1 2022Q3 20236
Tyler-Stone Wealth Management 310.00%0.01%0.01%Q4 2021Q3 20236
Joule Financial, LLC 660.22%0.46%0.78%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.53%0.60%0.66%Q2 2022Q3 20236
Virtus Investment Advisers, Inc. 660.05%0.09%0.24%Q3 2016Q4 20176
ADAMS DIVERSIFIED EQUITY FUND, INC. 510.53%0.95%1.23%Q4 2019Q3 20236
PFS INVESTMENTS INC. 660.01%0.01%0.02%Q1 2022Q2 20236
BANCORPSOUTH INC 660.24%0.27%0.30%Q2 2016Q3 20176
PINNACLE ASSOCIATES LTD 660.01%0.01%0.01%Q2 2022Q3 20236
CLEARBRIDGE, LLC 660.00%0.01%0.04%Q3 2017Q4 20186
ORRSTOWN FINANCIAL SERVICES INC 660.89%1.18%1.32%Q4 2020Q1 20226
RAY GERALD L & ASSOCIATES LTD 660.04%0.05%0.05%Q2 2016Q3 20176
TRAIN BABCOCK ADVISORS LLC 660.08%0.11%0.15%Q2 2016Q3 20176
MANCHESTER FINANCIAL INC 510.00%0.00%0.01%Q2 2019Q4 20206
ADVISORY RESEARCH INC 310.00%0.02%0.06%Q3 2017Q3 20236
NIPPON LIFE INSURANCE CO 660.04%0.06%0.09%Q2 2016Q3 20176
DUBUQUE BANK & TRUST CO 660.01%0.01%0.01%Q3 2016Q4 20176
Bluefin Trading, LLC 220.00%0.17%0.57%Q2 2017Q3 20185
WFG Advisors, LP 550.00%0.00%0.01%Q2 2016Q2 20175
SELDON CAPITAL LP 550.02%0.02%0.03%Q4 2021Q4 20225
ROMANO BROTHERS AND COMPANY 550.03%0.05%0.07%Q3 2022Q3 20235
Standard Family Office LLC 320.00%0.04%0.18%Q4 2020Q3 20225
Kovitz Investment Group Partners, LLC 210.01%0.01%0.03%Q3 2020Q1 20235
Crestline Management, LP 310.00%0.32%0.54%Q3 2016Q3 20235
MARCO INVESTMENT MANAGEMENT LLC 410.02%0.02%0.02%Q2 2021Q2 20235
Whitnell & Co. 550.01%0.01%0.01%Q1 2018Q1 20195
Alta Advisers Ltd 550.17%0.19%0.20%Q3 2022Q3 20235
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.05%0.10%0.19%Q4 2016Q1 20235
Gould Capital, LLC 550.00%0.55%0.76%Q1 2022Q1 20235
Howard Capital Management Group, LLC 320.02%0.02%0.02%Q4 2021Q3 20235
Red Tortoise LLC 410.00%0.00%0.01%Q3 2021Q3 20235
CAPSTONE ASSET MANAGEMENT CO 550.10%0.11%0.12%Q2 2016Q2 20175
Frank, Rimerman Advisors LLC 550.34%0.42%0.50%Q3 2021Q3 20225
Hirtle Callaghan & Co LLC 550.01%0.05%0.10%Q1 2022Q1 20235
General Partner, Inc. 550.13%0.14%0.16%Q4 2022Q4 20235
OSTERWEIS CAPITAL MANAGEMENT INC 550.00%0.01%0.01%Q3 2022Q3 20235
HEADINVEST, LLC 550.08%0.08%0.08%Q3 2022Q3 20235
Baron Wealth Management LLC 550.38%0.40%0.42%Q4 2022Q4 20235
Round Table Services, LLC 550.09%0.10%0.11%Q4 2018Q4 20195
Portman Square Capital LLP 330.02%0.06%0.12%Q4 2022Q2 20235
Quantamental Technologies LLC 320.10%0.52%1.36%Q2 2019Q1 20225
Steward Financial Group LLC 410.00%0.01%0.02%Q2 2022Q3 20235
JACOBS LEVY EQUITY MANAGEMENT, INC 210.02%0.05%0.07%Q3 2016Q2 20185
tru Independence LLC 550.00%0.00%0.00%Q4 2019Q4 20205
ALERUS FINANCIAL NA 320.02%0.24%0.61%Q4 2021Q3 20235
Compass Wealth Management LLC 550.07%0.08%0.08%Q4 2022Q4 20235
Geneva Advisors, LLC 551.03%1.15%1.28%Q2 2016Q2 20175
Longview Partners (Guernsey) LTD 553.84%3.99%4.04%Q3 2022Q3 20235
Advisory Alpha, LLC 310.00%0.00%0.00%Q1 2019Q3 20205
Lazard Freres Gestion S.A.S. 550.02%0.02%0.02%Q3 2022Q3 20235
Alphabet Inc. 410.01%0.01%0.01%Q3 2019Q1 20225
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.01%0.11%0.48%Q2 2016Q3 20185
Virtu KCG Holdings LLC 550.01%0.03%0.09%Q2 2016Q2 20175
ABERDEEN ASSET MANAGEMENT PLC/UK 550.03%0.11%0.29%Q2 2016Q2 20175
B.O.S.S. Retirement Advisors, LLC 550.68%0.93%1.09%Q4 2022Q4 20235
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 320.01%0.02%0.03%Q4 2020Q3 20235
McAdam, LLC 310.02%0.03%0.04%Q1 2018Q4 20225
Front Row Advisors LLC 320.00%0.01%0.03%Q1 2020Q3 20235
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Bellecapital International Ltd. 552.32%2.49%2.62%Q3 2022Q3 20235
CADENCE BANK NA 550.06%0.11%0.18%Q2 2021Q2 20225
BROOKS, MOORE & ASSOCIATES, INC. 550.19%0.21%0.22%Q4 2018Q4 20195
CANANDAIGUA NATIONAL CORP 550.09%0.18%0.24%Q4 2021Q4 20225
SAWGRASS ASSET MANAGEMENT LLC 551.05%1.15%1.22%Q3 2022Q3 20235
RGT Wealth Advisors, LLC 550.05%0.06%0.06%Q4 2020Q4 20215
Virtus ETF Advisers LLC 310.01%0.13%0.39%Q4 2019Q3 20235
American Beacon Advisors, Inc. 551.35%1.46%1.60%Q1 2017Q1 20185
Legacy Bridge, LLC 550.04%0.04%0.04%Q4 2018Q4 20195
BOSTON ADVISORS LLC 320.02%0.12%0.30%Q3 2016Q3 20185
Legato Capital Management LLC 410.12%0.23%0.41%Q2 2020Q3 20235
XTX Topco Ltd 210.09%0.22%0.42%Q2 2021Q3 20235
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 320.10%0.28%0.73%Q4 2021Q1 20235
VESTOR CAPITAL, LLC 550.24%1.48%2.48%Q3 2022Q3 20235
Archon Partners LLC 411.30%1.61%1.85%Q4 2017Q3 20225
Yarbrough Capital, LLC 550.02%0.02%0.03%Q4 2021Q4 20225
Global Financial Private Capital, Inc 550.01%0.02%0.05%Q3 2017Q3 20185
Dynamic Capital Management Ltd 410.06%0.14%0.26%Q2 2016Q3 20175
CLINTON GROUP INC 210.03%0.59%2.12%Q3 2016Q3 20185
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
NEXPOINT ASSET MANAGEMENT, L.P. 440.15%0.24%0.32%Q3 2019Q2 20205
Gyon Technologies Capital Management, LP 410.08%0.36%0.87%Q3 2021Q4 20225
Colonial Trust Co / SC 550.18%0.20%0.21%Q3 2022Q3 20235
DSC Advisors, L.P. 550.18%0.32%0.54%Q3 2021Q3 20225
ADVISOR PARTNERS II, LLC 550.29%0.33%0.38%Q3 2022Q3 20235
JNBA Financial Advisors 310.00%0.00%0.01%Q3 2016Q3 20235
Artemis Wealth Advisors, LLC 550.00%0.00%0.01%Q1 2021Q1 20225
Andesa Financial Management Inc. 550.18%0.22%0.24%Q1 2022Q1 20235
Morningstar Investment Services LLC 320.00%0.00%0.01%Q1 2022Q3 20235
Graham Capital Management, L.P. 320.01%0.15%0.53%Q1 2022Q3 20235
Avion Wealth 320.00%0.00%0.01%Q1 2022Q3 20235
Zullo Investment Group, Inc. 550.02%0.03%0.03%Q4 2021Q4 20225
AHL Partners LLP 550.07%0.13%0.22%Q4 2016Q4 20175
Bank Pictet & Cie (Europe) AG 410.14%0.21%0.29%Q2 2020Q3 20235
Donoghue Forlines LLC 210.02%0.22%0.34%Q2 2017Q1 20225
HERNDON CAPITAL MANAGEMENT LLC 552.81%3.26%3.56%Q2 2016Q2 20175
Azimuth Capital Investment Management LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Old North State Trust, LLC 310.00%0.01%0.01%Q4 2020Q1 20235
ASB Consultores, LLC 550.09%0.17%0.28%Q4 2021Q4 20225
Bridgefront Capital, LLC 210.22%0.35%0.65%Q2 2021Q3 20235
ZACKS INVESTMENT MANAGEMENT 410.01%0.06%0.08%Q2 2017Q4 20205
United Asset Strategies, Inc. 550.07%0.10%0.12%Q3 2022Q3 20235
Graypoint LLC 550.02%0.04%0.05%Q3 2022Q3 20235
1776 Wealth LLC 320.03%0.11%0.24%Q4 2019Q3 20235
OPSEU Pension Plan Trust Fund 550.33%0.36%0.44%Q1 2020Q1 20215
Acrospire Investment Management LLC 550.02%0.03%0.05%Q2 2016Q2 20175
Menard Financial Group LLC 550.22%0.42%1.02%Q2 2021Q2 20225
W.H. Cornerstone Investments Inc. 550.93%1.11%1.31%Q3 2022Q3 20235
TIVERTON ASSET MANAGEMENT LLC 320.01%0.04%0.06%Q4 2017Q3 20195
BANK OF NOVA SCOTIA TRUST CO 410.01%0.07%0.09%Q3 2017Q1 20225
KAVAR CAPITAL PARTNERS GROUP, LLC 550.05%0.05%0.06%Q1 2021Q1 20225
AXXCESS WEALTH MANAGEMENT, LLC 410.02%0.03%0.04%Q4 2021Q3 20235
READYSTATE ASSET MANAGEMENT LP 110.03%0.12%0.19%Q1 2023Q3 20235
GAM SYSTEMATIC LLP 550.04%0.18%0.32%Q3 2016Q3 20175
Axiom Investment Management LLC 410.16%0.27%0.34%Q4 2018Q3 20225
Kaizen Advisory, LLC 550.05%0.20%0.72%Q4 2017Q4 20185
Astoria Portfolio Advisors LLC. 550.21%0.32%0.50%Q4 2021Q4 20225
Soroban Capital Partners LP 410.33%0.78%1.82%Q1 2021Q2 20225
CWA Asset Management Group, LLC 310.02%0.02%0.03%Q1 2021Q3 20235
Annapolis Financial Services, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
RIT CAPITAL PARTNERS PLC 5530.17%60.58%93.76%Q3 2016Q3 20175
Ellsworth Advisors, LLC 321.30%1.49%1.73%Q2 2021Q4 20225
Snowhook Capital Management LP 559.78%14.79%16.88%Q4 2021Q4 20225
FIDUCIENT ADVISORS LLC 550.09%0.12%0.14%Q4 2021Q4 20225
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 550.03%0.07%0.23%Q2 2017Q2 20185
Latitude Advisors, LLC 550.14%0.21%0.24%Q1 2021Q1 20225
Biltmore Family Office, LLC 410.05%0.05%0.06%Q1 2022Q3 20235
TriaGen Wealth Management LLC 550.17%0.19%0.21%Q4 2020Q4 20215
Balboa Wealth Partners 550.18%0.29%0.53%Q3 2022Q3 20235
TOBAM 410.00%0.03%0.04%Q1 2022Q3 20235
AIA Investment Management Private Ltd 550.02%0.03%0.04%Q3 2019Q3 20205
TRUST DEPARTMENT MB FINANCIAL BANK N A 550.00%0.00%0.00%Q1 2017Q1 20185
CEDAR CAPITAL, LLC 550.29%0.40%0.53%Q3 2019Q3 20205
Callan Capital, LLC 410.04%0.04%0.04%Q4 2021Q3 20235
Epic Trust Investment Advisors, LLC 550.47%0.59%0.82%Q3 2022Q3 20235
ABEILLE ASSET MANAGEMENT SA 550.26%0.57%1.39%Q4 2021Q4 20225
XR Securities LLC 110.05%0.15%0.40%Q2 2021Q4 20225
CenterBook Partners LP 550.13%0.29%0.50%Q4 2021Q4 20225
BREITER CAPITAL MANAGEMENT INC 440.90%1.01%1.09%Q2 2021Q1 20224
OCCUDO QUANTITATIVE STRATEGIES LP 310.35%0.41%0.46%Q4 2020Q1 20234
Bellwether Advisors, LLC 310.00%0.00%0.01%Q3 2021Q3 20224
Richard W. Paul & Associates, LLC 440.18%0.21%0.24%Q4 2022Q3 20234
D'Orazio & Associates, Inc. 310.00%0.02%0.05%Q1 2021Q3 20234
Goldstein Advisors, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
New Hampshire Trust 440.13%0.14%0.15%Q4 2022Q3 20234
DoubleLine ETF Adviser LP 440.54%0.68%0.81%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.00%0.00%0.00%Q1 2017Q4 20174
B. Metzler seel. Sohn & Co. Holding AG 441.09%1.79%2.67%Q4 2020Q3 20214
Beaumont Financial Advisors, LLC 440.09%0.10%0.10%Q4 2022Q3 20234
Lavaca Capital LLC 440.12%0.17%0.20%Q4 2022Q3 20234
Edge Capital Group, LLC 440.01%0.01%0.02%Q2 2022Q1 20234
RFP Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Windmill Hill Asset Management Ltd 441.00%1.25%1.50%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.27%0.33%0.40%Q4 2022Q3 20234
Johnson Midwest Financial, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
CT Financial Advisors LLC 440.03%0.03%0.03%Q2 2016Q1 20174
Integrated Wealth Management 440.49%0.52%0.56%Q2 2016Q1 20174
DRIVE WEALTH MANAGEMENT, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Castellan Group 440.59%0.83%1.22%Q4 2020Q3 20214
Cyndeo Wealth Partners, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
Corient Private Wealth LLC 440.16%0.28%0.33%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.04%0.05%0.05%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.10%0.12%0.13%Q4 2022Q3 20234
STEPH & CO 440.01%0.01%0.01%Q4 2022Q3 20234
Lebenthal Asset Management, LLC 440.04%0.24%0.34%Q2 2016Q1 20174
Sonnipe Ltd 440.11%0.15%0.17%Q4 2022Q3 20234
Bison Wealth, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
GraniteShares Advisors LLC 220.24%0.28%0.32%Q4 2021Q2 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220.00%0.08%0.17%Q2 2021Q3 20234
Wealthquest Corp 440.04%0.04%0.04%Q2 2021Q1 20224
Realta Investment Advisors 440.00%0.01%0.02%Q1 2019Q4 20194
Capital Group Investment Management Pte. Ltd. 440.06%0.08%0.10%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
TCG Advisory Services, LLC 330.06%0.09%0.14%Q4 2020Q2 20214
Cercano Management LLC 441.57%1.64%1.68%Q4 2022Q3 20234
THOMPSON DAVIS & CO., INC. 310.01%0.01%0.02%Q3 2016Q3 20174
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Wallace Advisory Group, LLC 440.39%0.40%0.41%Q4 2022Q3 20234
McClarren Financial Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Carr Financial Group Corp 440.11%0.11%0.12%Q4 2022Q3 20234
Ovata Capital Management Ltd 440.00%0.02%0.10%Q3 2021Q2 20224
Newport Trust Company, LLC 441.12%1.25%1.38%Q4 2022Q3 20234
Rosenbaum Jay D. 220.36%0.37%0.39%Q4 2021Q3 20234
Veritas Asset Management LLP 443.32%4.29%5.30%Q4 2018Q3 20194
Prime Capital Investment Advisors, LLC 210.00%0.01%0.01%Q3 2019Q3 20234
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Worth Asset Management, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
IRONWOOD INVESTMENT MANAGEMENT LLC 440.18%0.19%0.20%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.48%0.50%0.53%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.04%0.05%Q4 2022Q3 20234
Golden State Equity Partners 220.12%0.23%0.35%Q2 2021Q3 20234
Resurgent Financial Advisors LLC 440.07%0.09%0.11%Q4 2022Q3 20234
WealthStone, Inc. 310.12%0.19%0.35%Q2 2019Q1 20214
JACKSON HILL ADVISORS, LLC 448.11%8.55%9.09%Q4 2022Q3 20234
Noble Path Asset Management LP 443.03%5.18%7.33%Q1 2022Q4 20224
Nalls Sherbakoff Group, LLC 310.11%0.15%0.16%Q4 2018Q3 20234
JS Capital Management LLC 110.01%0.58%2.17%Q2 2018Q3 20234
UBS OCONNOR LLC 210.10%0.12%0.16%Q3 2021Q1 20234
Alpha Family Trust 440.25%0.27%0.32%Q4 2022Q3 20234
HARBOR CAPITAL ADVISORS, INC. 440.45%0.49%0.57%Q1 2023Q4 20234
Ergoteles LLC 440.01%0.58%0.88%Q3 2022Q2 20234
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.01%0.01%Q4 2021Q2 20234
OneAscent Financial Services LLC 440.30%0.41%0.52%Q1 2020Q4 20204
DELTA LLOYD NV 440.06%0.09%0.12%Q2 2016Q1 20174
Western Pacific Wealth Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 210.00%0.00%0.00%Q4 2021Q3 20234
Winfield Associates, Inc. 440.01%0.01%0.01%Q1 2017Q4 20174
Eisler Capital (UK) Ltd. 110.01%0.25%0.92%Q1 2021Q3 20234
Cunning Capital Partners, LP 442.19%2.68%2.89%Q1 2020Q4 20204
CoreCap Advisors, LLC 310.00%0.03%0.04%Q4 2021Q4 20224
Capricorn Fund Managers Ltd 440.04%0.49%0.96%Q2 2022Q1 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.04%0.06%Q4 2022Q3 20234
WEST BANCORPORATION INC 440.11%0.19%0.29%Q4 2021Q3 20224
T. Rowe Price Investment Management, Inc. 440.12%0.15%0.18%Q4 2022Q3 20234
IMPACTfolio, LLC 440.24%0.25%0.26%Q1 2022Q4 20224
VELA Investment Management, LLC 440.17%0.23%0.31%Q4 2021Q3 20224
Independent Wealth Network Inc. 310.13%0.15%0.16%Q3 2021Q2 20234
Naviter Wealth, LLC 310.05%0.30%0.95%Q1 2022Q2 20234
Roberts Capital Advisors, LLC 440.85%0.89%0.93%Q4 2021Q3 20224
Householder Group Estate & Retirement Specialist, LLC 310.01%0.04%0.11%Q3 2022Q3 20234
North Fourth Asset Management, LP 310.83%1.84%3.43%Q3 2021Q4 20224
Advisors Preferred, LLC 310.01%0.02%0.04%Q3 2017Q4 20194
Better Money Decisions, LLC 310.00%0.00%0.00%Q1 2021Q2 20224
DAVIDSON & GARRARD INC 310.05%0.05%0.05%Q3 2016Q3 20174
Next Capital Management LLC 440.02%0.03%0.04%Q4 2018Q3 20194
Crestmont Private Wealth LLC 440.23%0.26%0.31%Q4 2022Q3 20234
Prentice Wealth Management LLC 310.03%0.06%0.11%Q1 2021Q2 20224
Regency Capital Management Inc.\DE 441.42%1.47%1.50%Q1 2021Q4 20214
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Cordasco Financial Network 310.00%0.02%0.03%Q1 2017Q2 20224
Clearstead Trust, LLC 310.00%0.01%0.02%Q2 2017Q4 20184
Tesuji Partners 4410.42%11.61%12.12%Q4 2017Q3 20184
OVERSEA-CHINESE BANKING Corp Ltd 440.01%0.02%0.04%Q4 2022Q3 20234
Stratos Wealth Advisors, LLC 440.12%0.13%0.15%Q4 2018Q3 20194
Morse Asset Management, Inc 440.08%0.53%0.73%Q4 2022Q3 20234
Timber Hill LLC 220.00%0.07%0.18%Q4 2016Q1 20184
Meeder Advisory Services, Inc. 440.17%0.17%0.18%Q4 2022Q3 20234
Essex Financial Services, Inc. 310.04%0.05%0.06%Q1 2018Q1 20194
BREAKLINE CAPITAL LLC 212.27%4.09%7.61%Q1 2018Q4 20204
Polar Asset Management Partners Inc. 210.01%0.02%0.02%Q2 2020Q4 20214
Private Wealth Partners, LLC 440.31%0.34%0.37%Q4 2022Q3 20234
STRATEGIC CAPITAL ADVISERS, INC. 441.34%1.51%1.62%Q3 2021Q2 20224
Canton Hathaway, LLC 440.01%0.01%0.01%Q3 2021Q2 20224
TFO Wealth Partners, LLC 210.00%0.00%0.01%Q4 2021Q3 20234
John W. Brooker & Co., CPAs 440.00%0.00%0.00%Q4 2019Q3 20204
AlphaMark Advisors, LLC 220.00%0.01%0.01%Q2 2018Q3 20204
Investors Research Corp 310.00%0.00%0.01%Q3 2019Q3 20234
ZWJ INVESTMENT COUNSEL INC 440.04%0.06%0.08%Q1 2017Q4 20174
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
BBR PARTNERS, LLC 310.06%0.07%0.07%Q3 2019Q3 20234
Moloney Securities Asset Management, LLC 440.16%0.18%0.22%Q2 2021Q1 20224
Graves Light Lenhart Wealth, Inc. 310.00%0.00%0.00%Q4 2020Q2 20224
JANUS HENDERSON INVESTORS US LLC 440.16%0.21%0.26%Q2 2016Q1 20174
WealthTrust-Arizona, LLC 440.01%0.01%0.01%Q2 2016Q1 20174
AdvisorShares Investments LLC 210.10%0.15%0.25%Q4 2021Q3 20234
CERTUITY, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
LEVEL FOUR ADVISORY SERVICES, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Global Wealth Management Investment Advisory, Inc. 440.00%0.00%0.00%Q4 2018Q3 20194
ANGLEPOINT ASSET MANAGEMENT, LTD. 440.77%2.16%3.14%Q1 2020Q4 20204
Busey Bank 310.02%0.02%0.03%Q1 2018Q1 20194
UNIO CAPITAL LLC 440.19%0.22%0.24%Q4 2017Q3 20184
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.01%0.04%0.11%Q1 2021Q3 20234
Sentry Investments Corp. 440.06%0.09%0.15%Q2 2017Q1 20184
Lucha Capital Management, LP 443.04%3.28%3.88%Q4 2018Q3 20194
MAGNOLIA CAPITAL MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
Elevated Capital Advisors, LLC 440.16%0.17%0.19%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 110.01%0.08%0.24%Q2 2019Q1 20224
Avidian Wealth Solutions, LLC 220.02%0.08%0.16%Q3 2019Q1 20224
Delphi Private Advisors LLC 310.00%0.00%0.01%Q2 2016Q2 20194
MONEY CONCEPTS CAPITAL CORP 440.01%0.01%0.01%Q1 2022Q4 20224
Greystone Managed Investments Inc. 440.48%0.53%0.56%Q4 2018Q3 20194
Sageworth Trust Co 210.00%0.00%0.00%Q4 2017Q1 20234
GENEVA CAPITAL MANAGEMENT LLC 440.02%0.03%0.04%Q4 2022Q3 20234
BANK OF THE WEST 440.04%0.04%0.04%Q2 2021Q1 20224
JOYN Advisors, Inc. 440.00%0.00%0.01%Q1 2018Q4 20184
COWEN AND COMPANY, LLC 220.00%0.01%0.04%Q3 2021Q4 20214
FIC CAPITAL INC 310.09%0.09%0.10%Q3 2016Q3 20174
FIRST HORIZON CORP 440.65%0.82%0.97%Q3 2020Q2 20214
SPOT TRADING L.L.C. 220.02%0.06%0.08%Q2 2017Q3 20174
Cypress Capital, LLC 440.98%1.05%1.12%Q3 2021Q2 20224
UNDERHILL INVESTMENT MANAGEMENT LLC 441.48%1.53%1.58%Q4 2017Q3 20184
Motley Fool Asset Management LLC 310.17%0.23%0.28%Q3 2021Q4 20224
Horan Securities, Inc. 310.00%0.00%0.00%Q2 2022Q2 20234
Wills Financial Group, Inc. 440.81%1.19%1.50%Q4 2022Q3 20234
USCA RIA LLC 210.02%0.06%0.16%Q1 2020Q2 20214
Aquatic Capital Management LLC 210.11%0.79%1.22%Q4 2021Q3 20234
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
MainStreet Investment Advisors LLC 310.05%0.06%0.07%Q1 2020Q3 20234
CAPITAL GUARDIAN TRUST CO 310.00%0.00%0.00%Q4 2016Q1 20194
TIAA CREF TRUST CO FSB/MO 440.02%0.02%0.02%Q2 2016Q1 20174
TLP GROUP LLC 220.01%0.07%0.13%Q3 2017Q3 20184
PFS Partners, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Knollwood Investment Advisory, LLC 440.52%0.98%1.32%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
Invictus RG 310.00%0.12%0.37%Q2 2016Q2 20174
Prosperity Financial Group, Inc. 440.25%0.26%0.28%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.07%0.13%0.30%Q2 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.97%1.02%1.10%Q4 2022Q3 20234
Tilt Investment Management Holdings, PBC 440.44%0.45%0.47%Q4 2022Q3 20234
LBP AM SA 440.90%1.03%1.09%Q4 2022Q3 20234
Julex Capital Management, LLC 440.01%0.03%0.06%Q4 2018Q3 20194
Heritage Wealth Management, Inc./Texas 440.53%0.56%0.58%Q4 2022Q3 20234
Park Place Capital Corp 440.08%0.08%0.09%Q4 2022Q3 20234
NWAM LLC 220.02%0.02%0.02%Q1 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.51%0.64%0.73%Q4 2022Q3 20234
Beacon Bridge Wealth Partners, LLC 440.22%0.23%0.26%Q4 2022Q3 20234
Applied Capital LLC/FL 440.45%0.46%0.48%Q4 2022Q3 20234
Prossimo Advisors, LLC 440.50%0.91%1.22%Q4 2022Q3 20234
CANANDAIGUA NATIONAL BANK & TRUST CO 440.18%0.19%0.21%Q1 2023Q4 20234
Versor Investments LP 210.02%0.06%0.17%Q1 2020Q1 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
LFA - Lugano Financial Advisors SA 210.01%0.73%1.22%Q4 2019Q3 20233
DAGCO, INC. 330.09%0.09%0.09%Q2 2021Q4 20213
OSTRUM ASSET MANAGEMENT 330.29%0.31%0.33%Q1 2023Q3 20233
Your Advocates Ltd., LLP 210.00%0.00%0.00%Q3 2021Q2 20233
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2021Q3 20233
Fluent Financial, LLC 330.95%0.98%1.02%Q2 2021Q4 20213
Measured Wealth Private Client Group, LLC 330.11%0.12%0.14%Q2 2020Q4 20203
CARILLON TOWER ADVISERS, INC. 330.10%0.11%0.11%Q1 2018Q3 20183
Haafor (Singapore) Pte. Ltd. 210.48%0.63%0.84%Q4 2019Q3 20203
Candlestick Capital Management LP 210.16%0.70%1.46%Q1 2022Q4 20223
Venture Visionary Partners LLC 210.01%0.01%0.01%Q2 2022Q3 20233
Physician Wealth Advisors, Inc. 330.06%0.06%0.06%Q2 2021Q4 20213
OmniStar Financial Group, Inc. 330.29%0.33%0.36%Q4 2017Q2 20183
Americana Partners, LLC 330.13%0.14%0.18%Q1 2022Q3 20223
Avalon Trust Co 330.01%0.01%0.02%Q1 2023Q3 20233
Bay Rivers Group 330.20%0.21%0.22%Q3 2020Q1 20213
CORBETT ROAD CAPITAL MANAGEMENT, LLC 210.27%0.40%0.53%Q4 2019Q1 20223
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Meadow Creek Wealth Advisors LLC 330.39%0.40%0.40%Q1 2022Q3 20223
Omnia Family Wealth, LLC 330.00%0.00%0.00%Q4 2016Q2 20173
Polianta Ltd 210.64%0.65%0.67%Q2 2020Q1 20213
Great Lakes Retirement, Inc. 330.29%0.30%0.32%Q1 2023Q3 20233
Enlightenment Research, LLC 110.23%0.40%0.67%Q1 2020Q4 20213
Crescent Capital Consulting, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Simmons Bank 330.02%0.02%0.03%Q1 2023Q3 20233
Premier Fund Managers Ltd 330.23%0.44%0.61%Q2 2020Q4 20203
Archer Investment Corp 330.00%0.01%0.01%Q1 2023Q3 20233
Total Clarity Wealth Management, Inc. 210.10%0.11%0.13%Q1 2022Q4 20223
Engrave Wealth Partners LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Royal Fund Management, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
THREADGILL FINANCIAL, LLC 210.52%1.24%1.94%Q1 2022Q3 20233
Prudent Man Advisors, LLC 210.26%0.26%0.27%Q4 2022Q3 20233
Jackson, Grant Investment Advisers, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Perpetual Ltd 330.75%0.78%0.83%Q1 2023Q3 20233
INCEPTIONR LLC 330.15%0.23%0.37%Q4 2022Q2 20233
Cornerstone Planning Group LLC 210.03%0.03%0.03%Q4 2022Q3 20233
Financial Insights, Inc. 210.11%0.17%0.22%Q4 2022Q3 20233
Financial Enhancement Group LLC 330.00%0.00%0.00%Q1 2022Q3 20223
BlackRock Group LTD 330.12%0.13%0.15%Q2 2016Q4 20163
Sage Mountain Advisors LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Diversified Portfolios, Inc. 210.04%0.13%0.30%Q1 2022Q3 20233
ENGINE NO. 1 LLC 330.09%0.13%0.16%Q2 2021Q4 20213
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
DCM Advisors, LLC 330.10%0.23%0.32%Q3 2021Q1 20223
JACKSON PARK CAPITAL, LLC 332.06%2.15%2.30%Q2 2016Q4 20163
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 330.05%0.08%0.10%Q1 2023Q3 20233
2Xideas AG 330.90%0.96%1.01%Q4 2020Q2 20213
Opal Wealth Advisors, LLC 330.33%0.35%0.36%Q1 2023Q3 20233
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
One River Asset Management, LLC 110.09%0.18%0.30%Q3 2023Q3 20233
Lebenthal Global Advisors, LLC 330.19%0.19%0.19%Q4 2021Q2 20223
SITTNER & NELSON, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Lone Pine Capital 332.49%3.01%3.80%Q1 2019Q3 20193
QUANTRES ASSET MANAGEMENT Ltd 210.14%0.80%1.64%Q4 2016Q3 20183
Absoluto Partners Gestao de Recursos Ltda 330.39%0.55%0.65%Q1 2023Q3 20233
Northeast Financial Consultants Inc 330.01%0.02%0.02%Q4 2021Q2 20223
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 210.05%0.05%0.07%Q2 2022Q3 20233
Valley Brook Capital Group, Inc. 210.13%0.14%0.17%Q4 2020Q4 20213
Bouchey Financial Group Ltd 210.02%0.03%0.03%Q1 2022Q3 20233
Moreno Evelyn V 330.08%0.11%0.16%Q2 2022Q4 20223
Parkwood LLC 210.04%0.05%0.07%Q3 2016Q2 20173
IRON Financial LLC 210.13%0.19%0.26%Q3 2020Q2 20213
Gideon Capital Advisors, Inc. 210.24%0.37%0.44%Q2 2017Q3 20183
Fullerton Fund Management Co Ltd. 330.15%1.76%2.65%Q1 2023Q3 20233
Formidable Asset Management, LLC 330.15%0.17%0.18%Q1 2023Q3 20233
FUNDSMITH INVESTMENT SERVICES LTD. 334.20%4.23%4.26%Q2 2021Q4 20213
TUCKER ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Goldstream Capital Management Ltd 330.08%0.10%0.15%Q1 2023Q3 20233
Princeton Alpha Management LP 210.08%0.14%0.19%Q2 2016Q1 20173
SVA Wealth Management, LLC 330.02%0.05%0.07%Q2 2020Q4 20203
Revisor Wealth Management LLC 330.28%0.32%0.36%Q1 2023Q3 20233
Smith Group Asset Management, LLC 330.00%0.00%0.01%Q3 2021Q1 20223
Fifth Third Wealth Advisors LLC 330.17%0.19%0.24%Q2 2023Q4 20233
Carmel Capital Partners, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
ML & R WEALTH MANAGEMENT LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Headlands Technologies LLC 210.20%0.27%0.39%Q4 2022Q3 20233
Paragon Capital Management Ltd 210.01%0.14%0.24%Q1 2017Q4 20213
PineStone Asset Management Inc. 330.44%0.98%1.62%Q1 2023Q3 20233
PARADIGM ASSET MANAGEMENT CO LLC 210.10%0.26%0.58%Q2 2016Q3 20223
H. L. Ormond & Company, LLC 331.49%1.50%1.53%Q1 2022Q3 20223
FNY Partners Fund LP 330.01%0.09%0.23%Q1 2017Q3 20173
Airain ltd 330.01%0.30%0.79%Q3 2016Q1 20173
PIERSHALE FINANCIAL GROUP, INC. 330.01%0.01%0.01%Q4 2022Q2 20233
Cognios Capital, LLC 210.02%0.25%0.40%Q1 2018Q1 20203
Raleigh Capital Management Inc. 110.00%0.00%0.01%Q4 2021Q3 20233
Hartford Funds Management Co LLC 330.02%0.03%0.04%Q1 2023Q3 20233
SYMPHONY ASSET MANAGEMENT LLC 110.13%0.14%0.16%Q1 2018Q2 20193
Nilsine Partners, LLC 330.04%0.07%0.09%Q1 2023Q3 20233
Segantii Capital Management Ltd 210.11%0.22%0.46%Q2 2021Q1 20223
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
Samalin Investment Counsel, LLC 210.02%0.11%0.16%Q4 2019Q3 20233
Hutchens & Kramer Investment Management Group, LLC 330.12%0.14%0.16%Q4 2021Q2 20223
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
PROVENCE WEALTH MANAGEMENT GROUP 330.17%0.18%0.19%Q4 2022Q2 20233
Modera Wealth Management, LLC 210.01%0.02%0.04%Q4 2021Q3 20233
CATALYST FINANCIAL PARTNERS LLC 330.09%0.11%0.12%Q1 2023Q3 20233
Range Financial Group LLC 330.16%0.18%0.20%Q2 2021Q4 20213
Hilton Capital Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
RETIREMENT GUYS FORMULA LLC 330.32%0.41%0.49%Q4 2021Q2 20223
Gladius Capital Management LP 330.01%0.02%0.03%Q4 2021Q2 20223
V-Square Quantitative Management LLC 330.55%0.67%0.80%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.53%0.92%Q4 2019Q1 20233
Thematics Asset Management 330.26%0.29%0.30%Q1 2023Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.07%0.14%0.25%Q1 2023Q3 20233
Creative Capital Management Investments LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Jackson Wealth Management, LLC 210.08%0.15%0.29%Q4 2021Q3 20223
JGP Global Gestao de Recursos Ltda. 210.71%1.36%2.51%Q2 2022Q1 20233
Compound Global Advisors, LLC 210.74%0.87%1.06%Q4 2022Q3 20233
Fidelis Capital Partners, LLC 330.17%0.18%0.18%Q1 2023Q3 20233
MRP Capital Investments, LLC 210.69%0.72%0.75%Q4 2022Q3 20233
Vinva Investment Management Ltd 330.30%0.30%0.31%Q1 2023Q3 20233
Ruggaard & Associates LLC 330.12%0.13%0.14%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.12%0.15%0.16%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.07%0.08%0.09%Q1 2023Q3 20233
PFG Investments, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.17%0.23%0.27%Q1 2023Q3 20233
OFI INVEST ASSET MANAGEMENT 330.15%0.28%0.44%Q1 2023Q3 20233
Pinkerton Retirement Specialists, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Spectrum Management Group, LLC 330.21%0.22%0.23%Q1 2020Q3 20203
FDO Partners, LLC 210.05%0.58%0.96%Q4 2016Q3 20173
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2019Q1 20213
Kylin Management 332.38%5.28%7.42%Q2 2018Q4 20183
Meristem Family Wealth, LLC 330.03%0.04%0.05%Q1 2021Q3 20213
WESPAC Advisors, LLC 330.43%0.46%0.52%Q1 2018Q3 20183
Hutchin Hill Capital, LP 210.02%0.05%0.09%Q4 2016Q3 20173
MU Investments Co., Ltd. 330.02%0.03%0.04%Q2 2017Q4 20173
Triple Frond Partners 330.77%0.84%0.89%Q1 2020Q3 20203
GTS SECURITIES LLC 110.00%0.01%0.02%Q3 2023Q3 20233
PFM Health Sciences, LP 210.64%0.78%1.02%Q2 2017Q2 20183
Partner Investment Management, L.P. 210.78%0.93%1.12%Q2 2017Q2 20183
HL FINANCIAL SERVICES LLC 330.01%0.01%0.02%Q2 2016Q4 20163
MSI Financial Services Inc 330.00%0.00%0.00%Q2 2016Q4 20163
Montecito Bank & Trust 210.04%0.04%0.05%Q3 2021Q4 20233
FNY Managed Accounts LLC 210.00%0.05%0.08%Q2 2016Q1 20183
Arrow Capital Management, LLC 210.11%3.43%5.30%Q2 2016Q4 20203
West Oak Capital, LLC 330.09%0.10%0.11%Q2 2016Q4 20163
Financial Gravity Companies, Inc. 210.06%0.08%0.13%Q4 2017Q4 20183
BlackRock Fund Advisors 330.07%0.08%0.08%Q2 2016Q4 20163
Campbell & CO Investment Adviser LLC 110.05%0.18%0.29%Q4 2019Q1 20233
Gladstone Capital Management LLP 333.93%5.99%7.76%Q4 2021Q2 20223
Azimuth Capital Management LLC 330.01%0.01%0.01%Q3 2021Q1 20223
MENORA MIVTACHIM HOLDINGS LTD. 330.43%0.87%1.28%Q1 2023Q3 20233
Russell Clark Investment Management Ltd 330.86%1.02%1.27%Q1 2021Q3 20213
Equitable Holdings, Inc. 210.00%0.00%0.00%Q3 2022Q3 20233
Stephens Investment Management Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BlackRock Investment Management, LLC 330.07%0.08%0.08%Q2 2016Q4 20163
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q3 2019Q2 20213
ALGERT GLOBAL LLC 330.25%0.44%0.54%Q1 2020Q3 20203
CADENCE CAPITAL MANAGEMENT LLC 330.05%0.07%0.08%Q4 2016Q2 20173
FACTORY MUTUAL INSURANCE CO 330.24%0.26%0.28%Q1 2023Q3 20233
QCM Cayman, Ltd. 110.47%1.05%2.17%Q2 2017Q2 20203
HIGH POINT BANK & TRUST CO 330.21%0.23%0.24%Q2 2016Q4 20163
TRUST CO OF VIRGINIA /VA 330.04%0.05%0.06%Q3 2016Q1 20173
IMPAX ASSET MANAGEMENT LLC 330.02%0.03%0.04%Q4 2017Q2 20183
FULTON BREAKEFIELD BROENNIMAN LLC 210.02%0.02%0.02%Q1 2022Q3 20233
SENTINEL TRUST CO LBA 330.61%0.65%0.68%Q1 2023Q3 20233
MARIETTA INVESTMENT PARTNERS LLC 210.05%0.06%0.06%Q4 2021Q3 20233
BlackRock Institutional Trust Company, N.A. 330.12%0.13%0.15%Q2 2016Q4 20163
HARVEST CAPITAL MANAGEMENT INC 210.06%0.08%0.11%Q2 2018Q2 20193
Calvert Investment Management, Inc. 330.06%0.08%0.08%Q2 2016Q4 20163
CSS LLC/IL 210.02%0.10%0.20%Q3 2021Q3 20233
BLACKROCK ADVISORS LLC 330.01%0.02%0.02%Q2 2016Q4 20163
CADINHA & CO LLC 330.07%0.08%0.10%Q3 2020Q1 20213
BlackRock Japan Co. Ltd 330.13%0.15%0.17%Q2 2016Q4 20163
Lee Capital Asset Management LLC 211.56%3.45%5.39%Q4 2018Q3 20193
Principal Street Partners, LLC 210.05%0.05%0.06%Q2 2022Q2 20233
Full Sail Capital, LLC 330.02%0.14%0.37%Q2 2021Q4 20213
Oak Thistle LLC 110.18%0.34%0.50%Q1 2022Q3 20233
Selective Wealth Management, Inc. 330.00%0.00%0.00%Q1 2022Q3 20223
Quilter Investors LTD 3310.96%12.64%14.31%Q4 2018Q2 20193
LITTLE HOUSE CAPITAL LLC 330.27%0.30%0.34%Q1 2022Q3 20223
MinichMacGregor Wealth Management, LLC 210.01%0.01%0.01%Q2 2016Q4 20223
CYNOSURE ADVISORS, LLC 330.10%0.12%0.14%Q4 2017Q2 20183
Pathway Financial Advisors LLC 330.02%0.02%0.02%Q4 2017Q2 20183
Verde Servicos Internacionais S.A. 221.29%1.82%2.34%Q2 2016Q3 20162
Clal Insurance Enterprises Holdings Ltd 220.09%0.11%0.12%Q4 2016Q1 20172
SCOGGIN MANAGEMENT LP 110.34%0.43%0.53%Q3 2019Q2 20202
MENTA CAPITAL LLC 110.05%0.13%0.21%Q1 2018Q4 20182
Catalyst Wealth Management, LLC 221.03%1.07%1.11%Q4 2022Q1 20232
TSFG, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 220.00%0.01%0.02%Q3 2021Q4 20212
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Fundsmith Long/Short Master Fund 223.71%3.87%4.03%Q4 2020Q1 20212
ELM ADVISORS, LLC 110.04%0.04%0.04%Q3 2018Q4 20202
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q3 20212
TIG Advisors, LLC 220.01%0.04%0.06%Q2 2021Q3 20212
Beverly Hills Private Wealth, LLC 220.40%0.43%0.46%Q2 2023Q3 20232
STRYCKER VIEW CAPITAL LLC 223.48%4.36%5.24%Q2 2021Q3 20212
Karp Capital Management Corp 110.00%0.05%0.10%Q1 2017Q3 20222
General Catalyst Group Management, LLC 2267.68%74.60%81.51%Q2 2018Q3 20182
Garda Capital Partners LP 110.01%0.05%0.08%Q1 2023Q3 20232
R&F Capital Advisors LP 220.22%0.48%0.74%Q4 2016Q1 20172
South Dakota Investment Council 220.02%0.02%0.02%Q1 2022Q2 20222
Renasant Bank 220.18%0.19%0.19%Q1 2022Q2 20222
Dai-ichi Life Holdings, Inc. 220.08%0.09%0.10%Q2 2016Q3 20162
DEERE & CO 220.11%0.12%0.13%Q2 2016Q3 20162
PFG Private Wealth Management, LLC 220.05%0.05%0.05%Q3 2021Q4 20212
CM WEALTH ADVISORS LLC 220.16%0.31%0.46%Q1 2023Q2 20232
Gillson Capital LP 111.97%2.07%2.17%Q4 2022Q3 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
Financial Alternatives, Inc 220.18%0.19%0.20%Q2 2023Q3 20232
BBVA USA 220.09%0.09%0.10%Q2 2021Q3 20212
Cedar Mountain Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 110.69%0.89%1.10%Q3 2016Q3 20172
BRAVE ASSET MANAGEMENT INC 220.02%0.02%0.02%Q2 2016Q3 20162
O'Dell Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Algebris (UK) Ltd 111.08%1.60%2.12%Q1 2018Q1 20192
StrongBox Wealth, LLC 220.13%0.14%0.15%Q3 2023Q4 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Independent Portfolio Consultants, Inc. 220.11%0.12%0.13%Q1 2017Q2 20172
iA Global Asset Management Inc. 220.71%1.46%2.21%Q2 2023Q3 20232
Foyston, Gordon, & Payne Inc 220.34%0.37%0.40%Q2 2022Q3 20222
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Sterling Investment Advisors, Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
Stevard, LLC 220.15%0.16%0.17%Q2 2020Q3 20202
Ridgewood Investments LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Mizuho Trust & Banking Co., Ltd. 220.14%0.15%0.16%Q2 2016Q3 20162
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.00%0.00%Q1 2019Q2 20192
Silicon Valley Capital Partners 220.00%0.00%0.00%Q2 2023Q3 20232
Mizuho Asset Management Co.,Ltd. 220.07%0.07%0.07%Q2 2016Q3 20162
Shinko Asset Management Co., Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Yorktown Management & Research Co Inc 220.35%0.38%0.41%Q1 2020Q2 20202
Park Avenue Institutional Advisers LLC 220.15%0.15%0.15%Q1 2016Q2 20162
KANALY TRUST CO 220.00%0.00%0.00%Q3 2016Q4 20162
NEW ENGLAND ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2022Q3 20222
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
ELLINGTON MANAGEMENT GROUP LLC 220.09%0.10%0.10%Q3 2019Q4 20192
Global Endowment Management, LP 110.03%0.04%0.06%Q4 2016Q1 20192
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Stratos Investment Management, LLC 110.04%0.08%0.12%Q4 2019Q3 20212
UNITED BANK 220.04%0.04%0.04%Q2 2021Q3 20212
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.01%Q2 2023Q3 20232
CIBC BANK USA 220.03%0.03%0.03%Q3 2019Q4 20192
SFMG, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.02%0.03%0.04%Q2 2016Q3 20162
Kepos Capital LP 220.27%0.30%0.34%Q1 2018Q2 20182
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Callan Family Office, LLC 220.06%0.07%0.07%Q4 2022Q1 20232
Capital Planning Advisors, LLC 220.06%0.07%0.08%Q2 2023Q3 20232
Keudell/Morrison Wealth Management 220.08%0.09%0.11%Q1 2022Q2 20222
HORAN CAPITAL MANAGEMENT 221.36%2.23%3.10%Q3 2020Q4 20202
SRB CORP 220.06%0.08%0.11%Q4 2020Q1 20212
BLUESTEIN R H & CO LLC 220.02%0.02%0.03%Q3 2021Q4 20212
Geneva Partners, LLC 110.17%0.32%0.46%Q2 2018Q4 20212
Pinnacle Family Advisors, LLC 220.14%0.15%0.17%Q3 2020Q4 20202
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2020Q3 20222
NATIONAL PLANNING CORP 220.02%0.02%0.02%Q2 2016Q3 20162
CHANNEL WEALTH LLC 220.50%0.60%0.70%Q1 2023Q2 20232
Elkhorn Investments, LLC 220.97%0.98%0.98%Q3 2017Q4 20172
Gitterman Wealth Management, LLC 110.12%0.16%0.20%Q1 2022Q3 20232
Advanced Portfolio Management, LLC 220.84%0.99%1.15%Q2 2023Q3 20232
JENSEN INVESTMENT MANAGEMENT INC 220.01%0.01%0.01%Q2 2016Q3 20162
MONUMENTAL FINANCIAL GROUP INC. 220.80%0.81%0.81%Q4 2022Q1 20232
VisionPoint Advisory Group, LLC 220.09%0.10%0.11%Q2 2023Q3 20232
HALBERT HARGROVE GLOBAL ADVISORS, LLC 220.01%0.01%0.02%Q4 2021Q1 20222
Grandview Asset Management LLC 110.08%0.09%0.11%Q1 2021Q4 20212
Summit Wealth Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
SECOR Capital Advisors, LP 220.10%0.12%0.14%Q2 2017Q3 20172
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.14%0.27%Q1 2021Q2 20212
TCG Advisors, LP 220.12%0.12%0.13%Q1 2019Q2 20192
York Capital Management Global Advisors, LLC 220.29%0.41%0.53%Q2 2021Q3 20212
GUIDANCE CAPITAL, INC 220.25%0.25%0.25%Q2 2023Q3 20232
3Chopt Investment Partners, LLC 220.12%0.13%0.13%Q1 2023Q2 20232
First Capital Advisors Group, LLC. 110.02%0.06%0.10%Q1 2018Q2 20232
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
Portside Wealth Group, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
Gordian Capital Singapore Pte Ltd 220.15%0.24%0.34%Q4 2021Q1 20222
ORG Partners LLC 220.09%0.12%0.15%Q2 2023Q3 20232
PRUDENT INVESTORS NETWORK, INC. 220.15%0.15%0.16%Q2 2020Q3 20202
Nemes Rush Group LLC 220.90%0.90%0.91%Q2 2023Q3 20232
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Qsemble Capital Management, LP 110.13%0.23%0.32%Q1 2023Q3 20232
Bellwether Investment Group, LLC 220.00%0.01%0.01%Q4 2016Q1 20172
New England Research & Management, Inc. 110.11%0.40%0.69%Q1 2021Q4 20212
Five Oceans Advisors 110.13%0.16%0.19%Q1 2022Q2 20232
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
Exos TFP Holdings LLC 220.01%0.01%0.02%Q4 2022Q1 20232
RiverFront Investment Group, LLC 220.00%0.00%0.01%Q4 2020Q1 20212
Lenox Wealth Management, Inc. 110.01%0.03%0.05%Q3 2019Q2 20202
Peloton Wealth Strategists 220.36%0.43%0.49%Q2 2023Q3 20232
VETAMER CAPITAL MANAGEMENT, L.P. 222.22%2.67%3.12%Q2 2023Q3 20232
PINNBROOK CAPITAL MANAGEMENT LP 110.91%1.32%1.74%Q4 2021Q2 20232
CGOV Asset Management 220.01%0.01%0.02%Q4 2016Q1 20172
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Sculptor Capital LP 110.03%0.03%0.04%Q1 2017Q3 20222
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Tikehau Investment Management 225.45%6.01%6.57%Q2 2023Q3 20232
Clio Asset Management LLC 229.66%10.48%11.31%Q2 2023Q3 20232
DARK FOREST CAPITAL MANAGEMENT LP 220.01%0.01%0.01%Q2 2022Q3 20222
IMC-Chicago, LLC 110.01%0.01%0.02%Q3 2021Q3 20212
SIGMA INVESTMENT COUNSELORS INC 220.02%0.02%0.02%Q2 2023Q3 20232
INVENIO WEALTH PARTNERS LLC 220.40%0.51%0.61%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
PALISADE CAPITAL MANAGEMENT, LP 220.02%0.03%0.04%Q2 2016Q3 20162
Alpine Global Management, LLC 220.06%0.07%0.07%Q1 2020Q2 20202
COMMUNITY TRUST & INVESTMENT CO 220.22%0.22%0.23%Q2 2023Q3 20232
Capstone Investment Advisors (Netherlands), B.V. 220.56%0.59%0.62%Q1 2017Q2 20172
ATWOOD & PALMER INC 220.00%0.00%0.00%Q2 2023Q3 20232
Badgley Phelps Wealth Managers, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
FJ Capital Management LLC 220.05%0.06%0.07%Q4 2022Q1 20232
Capital Investment Advisory Services, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
FOURPOINTS Investment Managers, S.A.S. 220.44%0.50%0.56%Q2 2016Q3 20162
PRW Wealth Management LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Concentric Capital Strategies, LP 220.20%0.24%0.27%Q4 2022Q1 20232
LEO BROKERAGE, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
CTC Capital Management, LLC 110.29%1.04%1.80%Q2 2022Q1 20232
Crabel Capital Management, LLC 220.16%0.18%0.20%Q3 2019Q4 20192
Bedel Financial Consulting, Inc. 220.00%0.01%0.01%Q4 2021Q1 20222
Union Bancaire Privee Asset Management LLC 221.04%1.45%1.85%Q4 2020Q1 20212
Delphia (USA) Inc. 110.21%0.29%0.37%Q4 2021Q2 20222
Beacon Capital Management, Inc. 220.00%0.00%0.00%Q3 2020Q4 20202
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Spouting Rock Asset Management, LLC 110.08%0.11%0.13%Q4 2020Q2 20232
Tenere Capital LLC 223.78%4.21%4.64%Q4 2022Q1 20232
FORBES J M & CO LLP 220.03%0.03%0.03%Q2 2023Q3 20232
SYSTM Wealth Solutions LLC 110.02%0.03%0.03%Q4 2022Q2 20232
Highview Capital Management LLC/DE/ 220.53%0.54%0.55%Q2 2023Q3 20232
Harrison & Co Wealth Management, LLC 220.78%0.81%0.84%Q4 2021Q1 20222
Peterson Financial Group, Inc. 220.62%0.63%0.64%Q2 2023Q3 20232
Intelligent Financial Strategies 220.06%0.06%0.06%Q4 2021Q1 20222
THORNBURG INVESTMENT MANAGEMENT INC 220.28%0.37%0.46%Q2 2020Q3 20202
BLUEFIN CAPITAL MANAGEMENT, LLC 110.01%0.04%0.06%Q3 2021Q3 20212
Van Hulzen Asset Management, LLC 220.03%0.08%0.14%Q2 2023Q3 20232
Tandem Investment Advisors, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
BRASADA CAPITAL MANAGEMENT, LP 220.00%0.00%0.00%Q3 2018Q4 20182
Arvest Bank Trust Division 220.01%0.01%0.01%Q2 2021Q3 20212
1834 INVESTMENT ADVISORS CO 110.00%0.01%0.02%Q4 2017Q2 20202
Congress Wealth Management LLC / DE / 220.25%0.37%0.49%Q4 2021Q1 20222
Townsend & Associates, Inc 220.10%0.10%0.10%Q2 2022Q3 20222
Tiger Eye Capital LLC 220.76%1.40%2.04%Q2 2018Q3 20182
Forge First Asset Management Inc. 111.20%3.23%5.26%Q4 2022Q2 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Solidarity Wealth, LLC 110.53%0.65%0.77%Q1 2023Q3 20232
Icon Wealth Advisors, LLC 220.06%0.06%0.06%Q3 2022Q4 20222
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
USA MUTUALS ADVISORS, INC. 110.00%0.03%0.06%Q2 2016Q4 20172
Spartan Planning & Wealth Management 110.00%0.06%0.11%Q4 2022Q3 20232
HARBERT FUND ADVISORS, INC. 221.07%1.22%1.37%Q4 2022Q1 20232
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
BAINCO INTERNATIONAL INVESTORS 110.01%0.31%0.60%Q1 2020Q4 20202
Sandy Cove Advisors, LLC 220.06%0.06%0.07%Q4 2021Q1 20222
Canoe Financial LP 220.32%0.46%0.60%Q1 2023Q2 20232
Melvin Capital Management LP 110.62%1.17%1.71%Q4 2020Q1 20222
Truadvice, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
Destiny Wealth Partners, LLC 110.00%0.00%0.01%Q2 2022Q4 20222
OAK FAMILY ADVISORS, LLC 220.24%0.26%0.28%Q1 2022Q2 20222
Tuscan Ridge Asset Management LLC 110.06%0.07%0.07%Q4 2018Q4 20182
Sweet Financial Partners, LLC 220.15%0.17%0.19%Q3 2022Q4 20222
First Pacific Financial 220.00%0.01%0.01%Q2 2023Q3 20232
Marquette Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20222
Interchange Capital Partners, LLC 110.00%0.08%0.16%Q4 2020Q3 20232
Legacy Capital Wealth Partners, LLC 110.15%0.18%0.20%Q1 2023Q3 20232
Schneider Downs Wealth Management Advisors, LP 220.07%0.07%0.07%Q3 2021Q4 20212
Corbenic Partners LLC 220.00%0.00%0.00%Q3 2021Q4 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q3 20222
Acrisure Capital Management, LLC 220.40%0.60%0.80%Q4 2022Q1 20232
HOWARD HUGHES MEDICAL INSTITUTE 221.72%1.84%1.96%Q3 2019Q4 20192
Fortis Group Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20232
Bath Savings Trust Co 220.06%0.06%0.06%Q3 2017Q4 20172
Tradewinds Capital Management, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Estate Counselors, LLC 220.06%0.06%0.07%Q2 2020Q3 20202
I.G. INVESTMENT MANAGEMENT, LTD. 220.03%0.03%0.04%Q2 2016Q3 20162
NBC SECURITIES, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
MQS Management LLC 110.52%0.52%0.52%Q2 2023Q2 20231
SAMLYN CAPITAL, LLC 110.76%0.76%0.76%Q1 2022Q1 20221
Power Corp of Canada 110.00%0.00%0.00%Q1 2022Q1 20221
COMERICA SECURITIES INC 110.03%0.03%0.03%Q4 2018Q4 20181
Vident Advisory, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
ClariVest Asset Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Perennial Advisors, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
Grant Street Asset Management, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Troluce Capital Advisors LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Numeric Investors LLC 110.04%0.04%0.04%Q4 2017Q4 20171
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Covenant Asset Management, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.08%0.08%0.08%Q3 2020Q3 20201
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
Waterloo Capital, L.P. 110.08%0.08%0.08%Q2 2023Q2 20231
LEVIN CAPITAL STRATEGIES, L.P. 110.04%0.04%0.04%Q1 2022Q1 20221
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WELD CAPITAL MANAGEMENT LLC 110.32%0.32%0.32%Q4 2018Q4 20181
Grantham, Mayo, Van Otterloo & Co. LLC 110.03%0.03%0.03%Q1 2020Q1 20201
New World Advisors LLC 110.64%0.64%0.64%Q2 2021Q2 20211
Pinnacle Wealth Advisors 110.56%0.56%0.56%Q2 2021Q2 20211
Philadelphia Financial Management of San Francisco, LLC 111.77%1.77%1.77%Q2 2023Q2 20231
Northern Right Capital Management, L.P. 111.38%1.38%1.38%Q4 2020Q4 20201
Estabrook Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
Bryn Mawr Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
Blueprint Investment Partners LLC 110.11%0.11%0.11%Q2 2023Q2 20231
GRIMES & COMPANY, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Aristotle Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
EFG CAPITAL INTERNATIONAL CORP. 110.87%0.87%0.87%Q2 2023Q2 20231
Nebula Research & Development LLC 110.51%0.51%0.51%Q3 2023Q3 20231
Suncoast Equity Management 110.03%0.03%0.03%Q4 2021Q4 20211
ALTERNA WEALTH MANAGEMENT, INC 110.05%0.05%0.05%Q4 2018Q4 20181
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Rock Point Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Black Swift Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Weaver C. Barksdale & Associates, Inc. 110.13%0.13%0.13%Q3 2016Q3 20161
Savior LLC 110.01%0.01%0.01%Q4 2019Q4 20191
BOENNING & SCATTERGOOD, INC. 110.22%0.22%0.22%Q3 2022Q3 20221
HIGH POINTE CAPITAL MANAGEMENT LLC 111.46%1.46%1.46%Q2 2016Q2 20161
Advisor OS, LLC 110.21%0.21%0.21%Q2 2020Q2 20201
PERRITT CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Destination Wealth Management 110.00%0.00%0.00%Q1 2019Q1 20191
Olympiad Research LP 110.23%0.23%0.23%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
ALESCO ADVISORS LLC 110.02%0.02%0.02%Q4 2019Q4 20191
WATER ISLAND CAPITAL LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MASON CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q4 2020Q4 20201
DSM CAPITAL PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MARATHON CAPITAL MANAGEMENT 110.08%0.08%0.08%Q3 2021Q3 20211
PAYDEN & RYGEL INVESTMENT GROUP 110.92%0.92%0.92%Q3 2023Q3 20231
COASTAL INVESTMENT MANAGEMENT, L.P. 114.96%4.96%4.96%Q4 2019Q4 20191
Innovative Portfolios 110.79%0.79%0.79%Q1 2021Q1 20211
ADI CAPITAL MANAGEMENT LLC 113.02%3.02%3.02%Q1 2019Q1 20191
LUCUS ADVISORS LLC 110.66%0.66%0.66%Q1 2018Q1 20181
Deuterium Capital Management, LLC 110.29%0.29%0.29%Q2 2023Q2 20231
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
EA Series Trust 110.07%0.07%0.07%Q2 2023Q2 20231
Financial Consulate Inc. 110.13%0.13%0.13%Q2 2021Q2 20211
GODSEY & GIBB, INC 110.13%0.13%0.13%Q2 2021Q2 20211
NICOLET BANKSHARES INC 110.05%0.05%0.05%Q1 2022Q1 20221
Cordatus Wealth Management LLC 110.18%0.18%0.18%Q1 2021Q1 20211
Delpha Capital Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Thor Advisors, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Fermata Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
BOULDER HILL CAPITAL MANAGEMENT LP 110.31%0.31%0.31%Q2 2022Q2 20221
LSV ASSET MANAGEMENT 110.00%0.00%0.00%Q2 2016Q2 20161
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
DISCIPLINED GROWTH INVESTORS INC /MN 111.04%1.04%1.04%Q1 2022Q1 20221
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Lifeworks Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Manteio Capital LLC 110.59%0.59%0.59%Q4 2021Q4 20211
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Willis Johnson & Associates, Inc. 110.03%0.03%0.03%Q4 2020Q4 20201
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
ARVEST TRUST CO N A 110.01%0.01%0.01%Q4 2021Q4 20211
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q4 2017Q4 20171
Greenland Capital Management LP 110.16%0.16%0.16%Q4 2022Q4 20221
IBIS Capital Partners LLP 1110.79%10.79%10.79%Q3 2019Q3 20191
Veritas Investment Management LLP 110.02%0.02%0.02%Q3 2020Q3 20201
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
TIEMANN INVESTMENT ADVISORS, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
DEFINED WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
LVZ, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
M Holdings Securities, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Coppell Advisory Solutions LLC 110.02%0.02%0.02%Q2 2023Q2 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
American Trust 110.04%0.04%0.04%Q2 2022Q2 20221
CAHILL FINANCIAL ADVISORS INC 110.03%0.03%0.03%Q3 2021Q3 20211
Peterson Wealth Services 110.15%0.15%0.15%Q1 2022Q1 20221
Wakefield Asset Management LLLP 111.16%1.16%1.16%Q1 2020Q1 20201
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Anfield Capital Management, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
EverPoint Asset Management, LLC 110.30%0.30%0.30%Q4 2016Q4 20161
SUVRETTA CAPITAL MANAGEMENT, LLC 112.59%2.59%2.59%Q1 2022Q1 20221
MARATHON ASSET MANAGEMENT LLP 110.10%0.10%0.10%Q1 2020Q1 20201
EdgeRock Capital LLC 110.02%0.02%0.02%Q3 2022Q3 20221
BLS GLOBAL EQUITIES LLC 113.71%3.71%3.71%Q4 2016Q4 20161
Coatue Management 110.01%0.01%0.01%Q4 2019Q4 20191
Beaird Harris Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Hitchwood Capital Management LP 110.32%0.32%0.32%Q2 2016Q2 20161
NEW YORK LIFE TRUST CO 110.49%0.49%0.49%Q1 2017Q1 20171
ARXIS SECURITIES LLC 116.61%6.61%6.61%Q1 2017Q1 20171
DC Investments Management, LLC 110.33%0.33%0.33%Q4 2018Q4 20181
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Metatron Capital SICAV plc 110.76%0.76%0.76%Q4 2021Q4 20211
Diametric Capital, LP 110.16%0.16%0.16%Q1 2023Q1 20231
Adero Partners, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Next Level Private LLC 110.64%0.64%0.64%Q2 2022Q2 20221
Smith Anglin Financial, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Urban Wealth Management, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Mass Ave Global Inc. 110.26%0.26%0.26%Q1 2022Q1 20221
Eschler Asset Management LLP 110.42%0.42%0.42%Q1 2022Q1 20221
APOGEM CAPITAL LLC 110.27%0.27%0.27%Q4 2020Q4 20201
PURSUE WEALTH PARTNERS LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Litman Gregory Wealth Management LLC 110.39%0.39%0.39%Q3 2023Q3 20231
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ALETHEA CAPITAL MANAGEMENT, LLC 110.43%0.43%0.43%Q4 2019Q4 20191
WEATHERLY ASSET MANAGEMENT L. P. 110.05%0.05%0.05%Q4 2018Q4 20181
GQ Asset Management, LLC 110.36%0.36%0.36%Q4 2019Q4 20191
BluePath Capital Management, LLC 110.82%0.82%0.82%Q3 2023Q3 20231
Ulland Investment Advisors, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BOGLE INVESTMENT MANAGEMENT L P /DE/ 110.23%0.23%0.23%Q1 2018Q1 20181
Delta Lloyd Asset Management N.V. 110.14%0.14%0.14%Q2 2017Q2 20171
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HANSEATIC MANAGEMENT SERVICES INC 110.04%0.04%0.04%Q3 2020Q3 20201
DHJJ Financial Advisors, Ltd. 110.05%0.05%0.05%Q3 2023Q3 20231
JUMP TRADING, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
HOWARD WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
COMPASS FINANCIAL ADVISORS LLC 110.79%0.79%0.79%Q1 2022Q1 20221
Ruane, Cunniff & Goldfarb L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
Values First Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
JARISLOWSKY, FRASER Ltd 110.00%0.00%0.00%Q4 2020Q4 20201
San Luis Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
OneAscent Wealth Management LLC 110.48%0.48%0.48%Q4 2020Q4 20201
Retireful, LLC 110.37%0.37%0.37%Q2 2023Q2 20231
iSAM Funds (UK) Ltd 110.68%0.68%0.68%Q1 2023Q1 20231
WILLIAMS JONES & ASSOCIATES LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Zhang Financial LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Oak Asset Management, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Coury Firm Asset Management LLC 110.43%0.43%0.43%Q3 2023Q3 20231
Graticule Asia Macro Advisors LLC 110.38%0.38%0.38%Q3 2016Q3 20161
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
KEYSTONE INVESTORS PTE LTD 110.19%0.19%0.19%Q2 2023Q2 20231
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
HELIOS CAPITAL MANAGEMENT PTE. LTD 110.61%0.61%0.61%Q4 2021Q4 20211
Visionary Asset Management, Inc. 110.07%0.07%0.07%Q1 2018Q1 20181
EHP Funds Inc. 110.62%0.62%0.62%Q1 2022Q1 20221
Precision Wealth Strategies, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
Compass Ion Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
ERN LLC 111.64%1.64%1.64%Q2 2022Q2 20221
CAPITAL COUNSEL LLC/NY 111.85%1.85%1.85%Q3 2018Q3 20181
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Kovack Advisors, Inc. 110.05%0.05%0.05%Q3 2019Q3 20191
Diversified, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 110.18%0.18%0.18%Q1 2020Q1 20201
KWMG, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
FREEDOM WEALTH ALLIANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Centennial Wealth Advisory LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Astrantus Ltd 110.41%0.41%0.41%Q1 2022Q1 20221
LFS ASSET MANAGEMENT 110.22%0.22%0.22%Q2 2022Q2 20221
MANA Advisors LLC 111.94%1.94%1.94%Q3 2019Q3 20191
FORT, L.P. 110.02%0.02%0.02%Q3 2019Q3 20191
Lebenthal Holdings,LLC 110.04%0.04%0.04%Q2 2016Q2 20161
Farmer Steven Patrick 111.11%1.11%1.11%Q2 2022Q2 20221
James J. Burns & Company, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.40%0.40%0.40%Q2 2018Q2 20181
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
FIRST NIAGARA BANK 110.08%0.08%0.08%Q2 2016Q2 20161
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
KENSICO CAPITAL MANAGEMENT CORP 111.98%1.98%1.98%Q1 2022Q1 20221
Cordant, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
WIPFLI FINANCIAL ADVISORS LLC, 110.07%0.07%0.07%Q3 2022Q3 20221
Amalgamated Financial Corp. 110.32%0.32%0.32%Q1 2022Q1 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q3 2023Q3 20231
Claret Asset Management Corp 110.06%0.06%0.06%Q1 2022Q1 20221
Stephens Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cox Capital Mgt LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
PACES FERRY WEALTH ADVISORS, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Beacon Pointe Wealth Advisors, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
INSIGNEO ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Quarry LP 110.01%0.01%0.01%Q1 2023Q1 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Pensionmark Financial Group, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
LGL PARTNERS, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
West Tower Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
True Wealth Design, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
GuoLine Advisory Pte Ltd 114.30%4.30%4.30%Q3 2023Q3 20231
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q2 2023Q2 20231
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 110.02%0.02%0.02%Q3 2016Q3 20161
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Davis Capital Management 110.01%0.01%0.01%Q2 2020Q2 20201
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
THOROUGHBRED FINANCIAL SERVICES, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ZRC WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
Wellspring Financial Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Clarus Wealth Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
Rockwood Wealth Management, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ramirez Asset Management, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Elequin Capital, LP 110.01%0.01%0.01%Q4 2022Q4 20221
Pictet Asset Management Holding SA 110.08%0.08%0.08%Q3 2023Q3 20231
GSG Advisors LLC 110.40%0.40%0.40%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.11%0.11%0.11%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.09%0.09%0.09%Q3 2023Q3 20231
Arlington Trust Co LLC 111.17%1.17%1.17%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TOEWS CORP /ADV 110.30%0.30%0.30%Q1 2018Q1 20181
SYON CAPITAL LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Inspire Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kampmann Melissa S. 112.56%2.56%2.56%Q3 2023Q3 20231
United Community Bank 110.24%0.24%0.24%Q3 2023Q3 20231
NEOS Investment Management LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Signition LP 110.18%0.18%0.18%Q3 2018Q3 20181
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Folger Hill Asset Management LP 110.03%0.03%0.03%Q4 2016Q4 20161
COURIER CAPITAL LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Euclid Advisors LLC 110.17%0.17%0.17%Q2 2016Q2 20161
Zweig-DiMenna Associates LLC 110.02%0.02%0.02%Q3 2017Q3 20171
Steel Canyon Capital, LLC 114.04%4.04%4.04%Q2 2023Q2 20231
BIRINYI ASSOCIATES INC 110.16%0.16%0.16%Q4 2020Q4 20201
Ibex Investors LLC 110.25%0.25%0.25%Q1 2018Q1 20181
Exane Asset Management 110.01%0.01%0.01%Q3 2018Q3 20181
D1 Capital Partners L.P. 110.63%0.63%0.63%Q3 2022Q3 20221
Lombard Odier Transatlantic Ltd 110.03%0.03%0.03%Q3 2016Q3 20161
Kessler Investment Group, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
RMR Wealth Builders 110.10%0.10%0.10%Q3 2023Q3 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Stelac Advisory Services LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Bach Option Ltd 110.08%0.08%0.08%Q4 2018Q4 20181
Reliant Investment Management, LLC 112.03%2.03%2.03%Q3 2023Q3 20231
Inspire Investing, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Main Street Research LLC 112.35%2.35%2.35%Q1 2022Q1 20221
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ARROWGRASS CAPITAL PARTNERS LLP 111.82%1.82%1.82%Q4 2016Q4 20161
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
Blue Zone Wealth Advisors, LLC 111.64%1.64%1.64%Q3 2023Q3 20231
PERSONAL CFO SOLUTIONS, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
GENERAL ELECTRIC CO 111.14%1.14%1.14%Q2 2016Q2 20161
MAPLELANE CAPITAL, LLC 110.96%0.96%0.96%Q2 2021Q2 20211
KOCH INDUSTRIES INC 110.31%0.31%0.31%Q1 2017Q1 20171
PATTON ALBERTSON MILLER GROUP, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Portland Global Advisors LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Alpha Omega Group, Inc. 118.52%8.52%8.52%Q4 2020Q4 20201
Aquire Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Alecta Tjanstepension Omsesidigt 110.76%0.76%0.76%Q3 2023Q3 20231
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
AlphaOne Investment Services, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
EdgePoint Investment Group Inc. 110.65%0.65%0.65%Q1 2020Q1 20201
Voleon Capital Management LP 110.46%0.46%0.46%Q2 2019Q2 20191
Capital One Investing, Inc. 110.05%0.05%0.05%Q3 2019Q3 20191
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.20%0.20%0.20%Q3 2017Q3 20171
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 110.01%0.01%0.01%Q1 2018Q1 20181
Petrus Trust Company, LTA 110.03%0.03%0.03%Q3 2020Q3 20201
Soltis Investment Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
ALLSTATE INVESTMENT MANAGEMENT CO 110.16%0.16%0.16%Q4 2022Q4 20221
IBEX WEALTH ADVISORS 110.02%0.02%0.02%Q2 2019Q2 20191
DAVIDSON KEMPNER PARTNERS 110.46%0.46%0.46%Q1 2023Q1 20231
Eagle Ridge Investment Management 110.04%0.04%0.04%Q3 2016Q3 20161
ECLECTIC ASSOCIATES INC /ADV 110.12%0.12%0.12%Q3 2023Q3 20231
Eventide Asset Management 110.02%0.02%0.02%Q3 2023Q3 20231
RESOURCES MANAGEMENT CORP /CT/ /ADV 110.01%0.01%0.01%Q1 2023Q1 20231
Sante Capital Fund, LP 110.88%0.88%0.88%Q1 2022Q1 20221
ASPIRIANT, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
CAMDEN NATIONAL CORP 110.97%0.97%0.97%Q1 2021Q1 20211
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.16%0.16%0.16%Q1 2020Q1 20201
SteelPeak Wealth, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Inscription Capital, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
TFS CAPITAL LLC 110.12%0.12%0.12%Q4 2016Q4 20161
YorkBridge Wealth Partners, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Marble Arch Investments 113.09%3.09%3.09%Q2 2016Q2 20161
PELHAM GLOBAL FINANCIALS LTD 116.79%6.79%6.79%Q2 2018Q2 20181
CFM WEALTH PARTNERS LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Secure Asset Management, LLC 110.15%0.15%0.15%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
FIDUCIARY TRUST INTERNATIONAL LLC 110.01%0.01%0.01%Q4 2018Q4 20181
GQG Partners LLC 110.79%0.79%0.79%Q3 2018Q3 20181
External links

This page lists all the filers that currently own S&P GLOBAL INC or have owned S&P GLOBAL INC in the past.