SEMPRA ENERGY shareholder history

Current and past SEMPRA ENERGY shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.05%Q2 2013Q3 2023120
Walleye Trading LLC 42420.00%0.01%0.08%Q2 2013Q3 2023103
BARCLAYS PLC 42420.00%0.02%0.34%Q2 2013Q3 2023101
Citadel Advisors 29120.00%0.01%0.10%Q2 2013Q3 202399
CITIGROUP INC 42420.00%0.02%0.07%Q2 2013Q3 202394
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.03%0.16%Q2 2013Q3 202378
GOLDMAN SACHS GROUP INC 4240.00%0.05%0.12%Q1 2012Q3 202375
Parallax Volatility Advisers, L.P. 1620.00%0.00%0.07%Q2 2013Q3 202375
Cutler Group LLC / CA 32320.00%0.00%0.04%Q4 2015Q3 202373
UBS Group AG 36360.00%0.01%0.24%Q4 2014Q3 202371
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.09%Q2 2013Q3 202369
TWO SIGMA INVESTMENTS, LP 2810.00%0.03%0.36%Q1 2014Q3 202365
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.02%0.13%Q4 2015Q3 202364
JANE STREET GROUP, LLC 2810.00%0.01%0.04%Q3 2014Q3 202363
MILLENNIUM MANAGEMENT LLC 1690.00%0.12%0.65%Q2 2013Q3 202360
HUNTINGTON NATIONAL BANK 59590.06%0.31%0.71%Q1 2009Q3 202359
D. E. Shaw & Co., Inc. 2160.00%0.03%0.22%Q2 2013Q3 202356
GLENMEDE TRUST CO NA 4210.00%0.07%0.59%Q3 2007Q3 202354
WOLVERINE TRADING, LLC 1210.00%0.01%0.02%Q4 2016Q3 202354
Nuveen Asset Management, LLC 23180.00%0.10%0.50%Q2 2013Q3 202352
HSBC HOLDINGS PLC 47470.00%0.04%0.10%Q1 2012Q3 202350
SECURIAN ASSET MANAGEMENT, INC 49490.06%0.10%0.19%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.04%0.09%0.17%Q3 2011Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.01%0.07%0.18%Q4 2011Q3 202348
MUFG Americas Holdings Corp 48480.04%0.09%0.14%Q4 2010Q3 202248
DEUTSCHE BANK AG\ 41410.00%0.40%0.69%Q3 2013Q3 202347
CREDIT SUISSE AG/ 43430.00%0.06%0.13%Q1 2013Q3 202346
ROYAL BANK OF CANADA 42420.00%0.04%0.08%Q2 2013Q3 202345
Allianz Asset Management GmbH 2810.00%0.01%0.09%Q2 2013Q3 202344
AMALGAMATED BANK 4040.07%0.10%0.16%Q2 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.05%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.01%0.06%0.13%Q4 2012Q3 202344
First Horizon Advisors, Inc. 2080.00%0.00%0.01%Q1 2012Q3 202344
BANK OF MONTREAL /CAN/ 3920.00%0.03%0.05%Q2 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.03%0.11%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.02%0.02%Q4 2012Q2 202343
BANK OF NOVA SCOTIA 43430.00%0.02%0.10%Q1 2013Q3 202343
M&R CAPITAL MANAGEMENT INC 43430.02%0.06%0.08%Q2 2013Q4 202343
COMMERCE BANK 43430.03%0.06%0.09%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.07%0.10%0.12%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.09%0.12%0.14%Q1 2013Q3 202343
Bank of New York Mellon Corp 43430.00%0.08%0.11%Q1 2013Q3 202343
AQR Capital Management 4210.01%0.05%0.13%Q4 2012Q3 202343
Cetera Advisor Networks LLC 43430.03%0.10%0.20%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.04%0.07%0.08%Q1 2013Q3 202343
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.10%0.19%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.06%0.18%1.00%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.04%0.18%0.40%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.09%0.16%0.29%Q2 2013Q3 202342
LVM CAPITAL MANAGEMENT LTD/MI 42420.06%0.10%0.19%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.03%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.04%0.19%0.53%Q2 2013Q3 202342
Invesco Ltd. 42420.05%0.11%0.22%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.04%0.26%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.08%0.12%0.18%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.04%0.06%0.09%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.01%0.04%0.09%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.05%0.21%Q2 2013Q3 202342
MILLER HOWARD INVESTMENTS INC /NY 42420.02%0.21%0.44%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.09%0.11%0.14%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.02%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.03%0.24%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.09%0.14%0.23%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.52%1.09%1.72%Q2 2013Q3 202342
FMR LLC 42420.04%0.10%0.20%Q2 2013Q3 202342
MOTCO 42420.00%0.06%0.39%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.09%0.11%0.14%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.02%0.06%0.15%Q2 2013Q3 202342
AXA S.A. 42420.04%0.10%0.19%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.03%0.06%0.20%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.04%0.10%0.14%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.09%0.25%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.11%0.18%Q2 2013Q3 202342
Swiss National Bank 42420.08%0.11%0.15%Q2 2013Q3 202342
FIRST HAWAIIAN BANK 42420.04%0.09%0.16%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.00%0.01%0.02%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.02%0.02%0.04%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.04%0.10%0.16%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.02%0.06%0.15%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.02%0.12%0.24%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.07%0.11%0.14%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.06%0.08%0.10%Q2 2013Q3 202342
SALEM INVESTMENT COUNSELORS INC 42420.02%0.04%0.06%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.02%0.06%0.12%Q4 2012Q1 202342
HENNESSY ADVISORS INC 42421.46%2.12%3.25%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.04%0.08%0.11%Q2 2013Q3 202342
Legal & General Group Plc 42420.13%0.18%0.24%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.06%0.07%0.09%Q2 2013Q3 202342
ProShare Advisors LLC 42420.02%0.03%0.06%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.04%0.08%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.04%Q2 2013Q3 202342
KBC Group NV 42420.01%0.06%0.16%Q2 2013Q3 202342
NORGES BANK 4020.10%0.19%0.27%Q2 2012Q4 202242
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.03%0.07%0.20%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.05%0.10%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.09%0.21%0.36%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.00%0.04%0.14%Q2 2013Q3 202342
Mraz, Amerine & Associates, Inc. 42420.07%0.14%0.23%Q2 2013Q3 202342
Gradient Investments LLC 42420.02%0.08%0.20%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.03%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.08%0.12%0.14%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.04%0.07%0.09%Q2 2013Q3 202342
Colonial Trust Advisors 42420.20%0.60%1.70%Q2 2013Q3 202342
STATE STREET CORP 42420.11%0.13%0.18%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.04%0.12%0.25%Q2 2013Q3 202342
ClearBridge Investments 42420.08%0.25%0.81%Q2 2013Q3 202342
UMB Bank, n.a. 42420.01%0.03%0.05%Q2 2013Q3 202342
BlackRock Inc. 42420.08%0.11%0.15%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.03%0.08%0.13%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.01%0.02%0.04%Q2 2013Q3 202342
APG Asset Management N.V. 42420.06%0.11%0.24%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.02%0.04%0.05%Q2 2013Q3 202342
Mechanics Bank Trust Department 42420.08%0.32%0.98%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.05%0.10%0.13%Q2 2013Q3 202342
Korea Investment CORP 42420.02%0.14%0.25%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.02%0.05%Q2 2013Q3 202342
Janney Montgomery Scott LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.04%0.05%0.07%Q2 2013Q3 202342
Coastline Trust Co 42420.15%0.38%0.55%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.10%0.12%0.17%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.01%0.15%0.37%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.02%0.12%0.34%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.01%0.01%0.03%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.06%0.10%0.19%Q2 2013Q3 202342
Sandy Spring Bank 42420.01%0.09%0.14%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.07%0.11%0.14%Q2 2013Q3 202342
ATWOOD & PALMER INC 42420.02%0.08%0.16%Q2 2013Q3 202342
Energy Income Partners, LLC 42420.14%1.88%4.88%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.03%0.06%0.12%Q2 2013Q3 202342
JENNISON ASSOCIATES LLC 42420.02%0.10%0.22%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.07%0.10%0.15%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.02%0.07%0.12%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.01%0.01%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.01%0.04%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.07%Q2 2013Q3 202342
Utah Retirement Systems 42420.10%0.12%0.15%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.04%0.08%0.16%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.06%0.10%0.14%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.10%0.18%0.28%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.02%0.03%0.04%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.08%0.11%0.14%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.04%0.12%0.30%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.09%0.11%0.13%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.01%0.06%0.21%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.02%0.04%0.07%Q2 2013Q3 202342
Norinchukin Bank, The 42420.04%0.06%0.10%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.01%0.16%0.71%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.10%0.22%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.05%0.09%0.17%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.03%0.07%0.10%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.04%0.08%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.06%0.11%0.18%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.06%0.09%0.14%Q2 2013Q3 202342
STRS OHIO 42420.01%0.21%0.44%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.05%0.19%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.08%0.10%0.13%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.07%0.10%0.14%Q2 2013Q3 202342
REAVES W H & CO INC 42420.08%3.00%5.09%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.23%0.68%Q2 2013Q3 202342
CONNING INC. 42420.01%0.02%0.04%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.05%0.10%0.27%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.02%0.03%Q2 2013Q3 202342
CI INVESTMENTS INC. 42420.36%0.66%1.14%Q2 2013Q3 202342
AVIVA PLC 42420.06%0.10%0.18%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42420.10%0.12%0.15%Q2 2013Q3 202342
DAVIDSON INVESTMENT ADVISORS 42420.55%1.18%1.97%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42421.44%1.68%2.05%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.03%0.05%0.06%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.04%0.09%0.22%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.02%0.04%0.08%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.01%0.02%Q2 2013Q3 202342
TORTOISE CAPITAL ADVISORS, L.L.C. 42420.00%0.28%3.00%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.03%0.18%0.73%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.05%0.08%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.05%0.22%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.03%0.06%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.05%0.09%0.15%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.22%0.44%0.88%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.04%0.09%0.13%Q2 2013Q3 202342
MEYER HANDELMAN CO 42420.17%0.23%0.29%Q2 2013Q3 202342
Cetera Advisors LLC 42420.01%0.05%0.14%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.02%0.09%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.00%0.07%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.02%0.07%0.18%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.01%Q2 2013Q3 202341
Arizona State Retirement System 3380.09%0.13%0.19%Q1 2013Q3 202341
State of Tennessee, Treasury Department 41410.03%0.08%0.29%Q3 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.02%0.03%0.04%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.03%0.09%0.19%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.10%0.13%0.17%Q3 2013Q3 202341
DUNCKER STREETT & CO INC 25160.00%0.01%0.01%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.03%0.13%0.36%Q3 2013Q3 202341
PRIVATE ASSET MANAGEMENT INC 4010.04%0.22%0.34%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.03%0.06%Q2 2013Q2 202341
Cubist Systematic Strategies, LLC 3250.00%0.09%0.42%Q2 2014Q3 202341
Magellan Asset Management Ltd 41410.10%0.84%2.64%Q3 2013Q3 202341
Perigon Wealth Management, LLC 4010.06%0.16%0.36%Q3 2011Q3 202341
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 23180.00%0.04%0.14%Q2 2013Q3 202341
ASSETMARK, INC 27130.00%0.06%0.26%Q3 2013Q3 202340
Jefferies Group LLC 810.00%0.02%0.05%Q3 2013Q4 202040
Stonebridge Capital Advisors LLC 40400.04%0.39%0.80%Q4 2013Q3 202340
WESBANCO BANK INC 3040.01%0.02%0.02%Q2 2013Q3 202340
TRUST CO OF VERMONT 3310.00%0.02%0.03%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.06%0.08%0.10%Q4 2013Q3 202340
NATIXIS ADVISORS, L.P. 30100.01%0.05%0.08%Q2 2013Q3 202340
SHELTON CAPITAL MANAGEMENT 21190.01%0.06%0.15%Q2 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.10%0.13%0.16%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.10%0.13%0.16%Q3 2013Q3 202340
COMERICA BANK 3910.04%0.06%0.08%Q2 2013Q3 202340
Smithfield Trust Co 40400.00%0.00%0.01%Q4 2013Q3 202340
TORONTO DOMINION BANK 40400.00%0.03%0.07%Q4 2013Q3 202340
LOS ANGELES CAPITAL MANAGEMENT LLC 2010.00%0.01%0.06%Q2 2013Q3 202340
Livforsakringsbolaget Skandia, Omsesidigt 39390.01%0.06%0.14%Q1 2014Q3 202339
VICTORY CAPITAL MANAGEMENT INC 3450.00%0.12%0.34%Q3 2013Q3 202339
DUPONT CAPITAL MANAGEMENT CORP 39390.00%0.03%0.07%Q2 2013Q4 202239
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.09%0.12%0.14%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.02%0.03%0.05%Q1 2014Q3 202339
DnB Asset Management AS 39390.02%0.05%0.10%Q2 2014Q4 202339
WELLINGTON MANAGEMENT GROUP LLP 3520.00%0.22%0.39%Q2 2013Q3 202339
FRED ALGER MANAGEMENT, LLC 3720.00%0.03%0.26%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.04%0.06%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.01%0.02%Q2 2013Q4 202239
TEACHER RETIREMENT SYSTEM OF TEXAS 23160.00%0.14%0.51%Q2 2013Q3 202339
BANK OF HAWAII 39390.03%0.04%0.07%Q1 2014Q3 202339
Tower Research Capital LLC (TRC) 1710.00%0.04%0.27%Q2 2013Q3 202338
ROTHSCHILD INVESTMENT LLC /IL 3170.02%0.03%0.03%Q1 2014Q3 202338
Alpha Cubed Investments, LLC 3530.04%0.08%0.18%Q4 2013Q3 202338
EATON VANCE MANAGEMENT 38380.12%0.52%1.04%Q2 2013Q3 202238
HUTCHINSON CAPITAL MANAGEMENT/CA 38380.09%0.16%0.22%Q2 2013Q3 202238
MONETARY MANAGEMENT GROUP INC 38380.01%0.01%0.01%Q2 2014Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.04%0.08%0.14%Q2 2013Q3 202238
State of New Jersey Common Pension Fund D 38380.05%0.07%0.12%Q2 2014Q3 202338
Covington Capital Management 38380.15%0.27%0.36%Q2 2013Q3 202238
BOKF, NA 2910.00%0.04%0.08%Q2 2013Q3 202337
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 37370.00%0.02%0.11%Q3 2014Q3 202337
ADIRONDACK TRUST CO 37370.00%0.04%0.21%Q3 2014Q3 202337
Stratos Wealth Partners, LTD. 3340.02%0.03%0.09%Q2 2014Q3 202337
UNITED CAPITAL FINANCIAL ADVISORS, LLC 37370.01%0.01%0.02%Q3 2014Q3 202337
Brookfield Asset Management 1710.20%0.60%1.42%Q2 2013Q3 202337
Pure Financial Advisors, LLC 2210.10%0.33%0.96%Q3 2013Q4 202337
National Pension Service 37370.11%0.14%0.17%Q3 2014Q3 202337
Johnson Financial Group, Inc. 3110.00%0.01%0.02%Q2 2013Q2 202337
NOMURA HOLDINGS INC 1110.00%0.04%1.16%Q4 2012Q3 202337
Twin Tree Management, LP 2010.00%0.03%0.19%Q4 2012Q3 202136
AMP Capital Investors Ltd 36360.17%0.65%2.71%Q2 2013Q1 202236
Capital International Investors 36360.11%0.88%1.57%Q4 2014Q3 202336
ADAGE CAPITAL PARTNERS GP, L.L.C. 2150.02%0.18%0.51%Q2 2013Q3 202336
IBM Retirement Fund 36360.09%0.12%0.16%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.05%0.07%0.10%Q2 2013Q1 202236
PALLADIUM PARTNERS LLC 36360.02%0.05%0.07%Q2 2013Q1 202236
Compagnie Lombard Odier SCmA 1940.00%0.03%0.09%Q4 2013Q3 202336
Texas Yale Capital Corp. 36360.06%0.08%0.10%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.14%0.18%0.24%Q4 2014Q3 202336
Community Bank, N.A. 36360.07%0.20%0.56%Q4 2014Q3 202336
SIGNATUREFD, LLC 2310.00%0.01%0.03%Q3 2013Q3 202336
ADVISOR PARTNERS LLC 36360.07%0.13%0.25%Q3 2013Q2 202236
MV CAPITAL MANAGEMENT, INC. 36360.00%0.01%0.02%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.01%0.06%0.10%Q4 2013Q3 202336
Evercore Wealth Management, LLC 1970.00%0.01%0.07%Q2 2013Q3 202336
Checchi Capital Advisers, LLC 36360.02%0.04%0.09%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.02%0.06%0.15%Q4 2014Q3 202336
Candriam S.C.A. 36360.01%0.05%0.15%Q4 2014Q3 202336
FIRST MIDWEST BANK TRUST DIVISION 35350.09%0.17%0.38%Q2 2013Q4 202135
REILLY FINANCIAL ADVISORS, LLC 35350.07%0.16%0.33%Q2 2013Q4 202135
Tradewinds Capital Management, LLC 3410.00%0.06%0.09%Q4 2013Q2 202335
Roble, Belko & Company, Inc 35350.02%0.03%0.05%Q1 2015Q3 202335
GATEWAY INVESTMENT ADVISERS LLC 3320.00%0.03%0.22%Q2 2013Q2 202235
Chicago Partners Investment Group LLC 25100.02%0.05%0.11%Q4 2014Q3 202335
Manchester Capital Management LLC 23120.00%0.00%0.01%Q2 2013Q3 202335
Allworth Financial LP 35350.00%0.01%0.06%Q1 2015Q3 202335
BROWN BROTHERS HARRIMAN & CO 2420.00%0.00%0.00%Q1 2013Q3 202335
Capital Research Global Investors 3050.01%0.20%0.44%Q4 2013Q3 202335
Verition Fund Management LLC 910.01%0.31%2.26%Q4 2013Q3 202335
Capital International Sarl 35350.24%0.46%0.64%Q1 2015Q3 202335
CAPITAL INTERNATIONAL LTD /CA/ 35350.26%0.54%0.78%Q1 2015Q3 202335
Mariner, LLC 2510.01%0.02%0.08%Q2 2013Q3 202335
Renaissance Technologies 1680.00%0.12%0.42%Q3 2014Q3 202335
CHICAGO TRUST Co NA 35350.14%0.22%0.32%Q1 2015Q3 202335
AMICA MUTUAL INSURANCE CO 2110.02%0.31%0.71%Q2 2013Q3 202335
PUTNAM INVESTMENTS LLC 3010.00%0.02%0.04%Q2 2013Q3 202335
BAHL & GAYNOR INC 35350.01%1.14%2.11%Q1 2015Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.02%0.06%0.37%Q1 2015Q3 202335
Capital International, Inc./CA/ 35350.16%0.29%0.50%Q1 2015Q3 202335
Smith, Graham & Co., Investment Advisors, LP 34340.19%0.35%0.47%Q2 2013Q3 202134
ARROW FINANCIAL CORP 34340.00%0.07%0.40%Q2 2013Q3 202134
Spot Trading L.L.C 1410.00%0.02%0.08%Q2 2013Q1 201734
BALYASNY ASSET MANAGEMENT L.P. 1110.00%0.14%0.55%Q2 2013Q3 202334
Tarbox Family Office, Inc. 34340.00%0.01%0.08%Q4 2013Q1 202234
COHEN & STEERS, INC. 20140.00%0.31%0.58%Q2 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.02%0.05%0.09%Q2 2015Q3 202334
World Asset Management Inc 34340.08%0.10%0.13%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.00%0.00%0.01%Q2 2015Q3 202334
RAYMOND JAMES TRUST N.A. 3310.01%0.06%0.10%Q3 2014Q3 202334
ROYAL LONDON ASSET MANAGEMENT LTD 2240.05%0.11%0.17%Q2 2013Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.14%0.71%1.22%Q2 2013Q2 202133
Private Advisor Group, LLC 1830.00%0.03%0.13%Q1 2014Q3 202333
QS Investors, LLC 33330.01%0.04%0.15%Q2 2013Q2 202133
Cowen Prime Services LLC 33330.03%0.04%0.06%Q2 2013Q2 202133
Raymond James Financial Services Advisors, Inc. 1910.01%0.01%0.04%Q2 2013Q3 202333
AR ASSET MANAGEMENT INC 33330.37%0.48%0.65%Q3 2015Q3 202333
SEARLE & CO. 1820.14%0.21%0.30%Q4 2014Q3 202333
Amica Retiree Medical Trust 2110.11%0.40%0.94%Q4 2013Q3 202333
Partners Group Holding AG 19140.61%2.69%5.52%Q2 2013Q3 202333
Versant Capital Management, Inc 33330.00%0.03%0.07%Q4 2015Q4 202333
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2670.01%0.36%1.83%Q4 2014Q3 202333
Gemmer Asset Management LLC 33330.00%0.01%0.01%Q1 2014Q1 202233
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 33330.00%0.15%0.27%Q2 2013Q2 202133
TWO SIGMA ADVISERS, LP 710.00%0.03%0.32%Q2 2013Q2 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.01%Q2 2013Q2 202133
Ledyard National Bank 33330.00%0.05%0.22%Q1 2014Q1 202233
Meiji Yasuda Asset Management Co Ltd. 3020.04%0.09%0.21%Q4 2014Q3 202332
TCW GROUP INC 1510.01%0.11%0.39%Q2 2013Q3 202332
MASSMUTUAL TRUST CO FSB/ADV 2930.00%0.01%0.02%Q4 2015Q4 202332
CAPITAL ADVISORS INC/OK 2130.01%0.02%0.05%Q4 2013Q3 202332
CWM, LLC 2480.00%0.00%0.01%Q3 2015Q3 202332
Nippon Life Global Investors Americas, Inc. 1920.04%0.71%1.97%Q2 2013Q3 202332
FRG Family Wealth Advisors LLC 32320.56%0.90%1.56%Q4 2015Q3 202332
LS Investment Advisors, LLC 32320.05%0.11%0.16%Q2 2013Q1 202132
Parkside Financial Bank & Trust 3110.00%0.01%0.02%Q3 2015Q3 202332
Venturi Wealth Management, LLC 32320.05%0.43%1.04%Q4 2015Q3 202332
TWO SIGMA SECURITIES, LLC 710.00%0.03%0.16%Q4 2017Q3 202332
BUCKINGHAM STRATEGIC WEALTH, LLC 2710.01%0.05%0.13%Q2 2014Q3 202332
PEAK6 Group LLC 1620.00%0.03%0.30%Q2 2013Q2 201832
Sutton Wealth Advisors Inc. 31310.01%0.01%0.01%Q1 2016Q3 202331
SYNOVUS FINANCIAL CORP 1650.00%0.00%0.01%Q2 2013Q3 202331
FDx Advisors, Inc. 2650.01%0.13%0.28%Q2 2013Q3 202331
Caprock Group, LLC 31310.06%0.11%0.21%Q1 2016Q3 202331
Mirae Asset Global Investments Co., Ltd. 31310.01%0.14%0.41%Q1 2016Q3 202331
Maple-Brown Abbott Ltd 31312.29%7.76%11.07%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.03%0.10%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.03%0.08%Q4 2015Q3 202331
INTACT INVESTMENT MANAGEMENT INC. 3010.01%0.14%0.23%Q4 2015Q3 202331
MASON STREET ADVISORS, LLC 31310.03%0.08%0.12%Q2 2013Q4 202031
SCHAFER CULLEN CAPITAL MANAGEMENT INC 31310.01%0.05%0.07%Q2 2013Q4 202031
BBVA USA Bancshares, Inc. 2560.01%0.02%0.03%Q2 2013Q1 202131
Pacer Advisors, Inc. 1410.00%0.06%0.22%Q4 2013Q3 202331
OPTIMUM INVESTMENT ADVISORS 2470.01%0.01%0.02%Q3 2013Q4 202331
Plante Moran Financial Advisors, LLC 2010.00%0.06%0.16%Q2 2013Q4 202131
Aperio Group, LLC 31310.06%0.09%0.12%Q2 2013Q4 202031
Point72 Hong Kong Ltd 810.00%0.08%0.56%Q4 2015Q3 202231
FIRST QUADRANT LLC/CA 30300.00%0.00%0.02%Q2 2013Q3 202030
PINNACLE FINANCIAL PARTNERS INC 30300.02%0.14%0.29%Q3 2013Q4 202030
ALPHA WINDWARD LLC 30300.12%0.13%0.16%Q2 2013Q3 202030
TOKIO MARINE ASSET MANAGEMENT CO LTD 18120.02%0.07%0.13%Q2 2013Q3 202330
Patten Group, Inc. 1710.03%0.10%0.18%Q4 2014Q2 202330
AMF Tjanstepension AB 30300.03%0.32%2.40%Q2 2016Q3 202330
PEAK6 Investments LLC 630.00%0.01%0.08%Q3 2018Q1 202330
Mn Services Vermogensbeheer B.V. 20100.10%0.20%0.33%Q1 2016Q3 202330
BARINGS LLC 30300.01%0.02%0.07%Q2 2013Q3 202030
ClearBridge Investments Ltd 2731.88%8.68%17.57%Q4 2014Q3 202230
NORTHWEST INVESTMENT COUNSELORS, LLC 1710.01%0.09%0.23%Q1 2014Q3 202330
LORD, ABBETT & CO. LLC 2810.08%0.37%0.69%Q2 2013Q3 202229
State of Alaska, Department of Revenue 29290.06%0.11%0.21%Q3 2016Q3 202329
ELCO Management Co., LLC 29290.18%1.12%2.14%Q3 2016Q3 202329
CREDIT AGRICOLE S A 1810.00%0.04%0.10%Q2 2013Q3 202329
MCF Advisors LLC 1610.00%0.00%0.01%Q2 2012Q3 202329
FORSTA AP-FONDEN 29290.08%0.30%1.05%Q3 2016Q3 202329
UNITED SERVICES AUTOMOBILE ASSOCIATION 2510.02%0.04%0.15%Q2 2013Q3 202329
SEGALL BRYANT & HAMILL, LLC 2090.00%0.01%0.01%Q1 2013Q2 202029
NewFocus Financial Group, LLC 29290.43%1.62%2.78%Q4 2013Q4 202029
Karpus Management, Inc. 1020.01%0.01%0.01%Q2 2014Q1 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.01%0.10%Q4 2013Q4 202029
EP Wealth Advisors, LLC 18110.00%0.12%0.67%Q1 2016Q3 202329
KELLY LAWRENCE W & ASSOCIATES INC/CA 2510.03%0.06%0.10%Q2 2013Q4 202029
Ecofin Advisors Ltd 29290.57%2.23%5.62%Q3 2013Q3 202029
Andra AP-fonden 2270.04%0.15%0.24%Q2 2013Q3 202029
HOWE & RUSLING INC 2710.00%0.00%0.01%Q2 2013Q4 202029
Laurel Wealth Advisors, Inc. 29290.14%0.40%0.84%Q4 2015Q4 202229
RATIONAL ADVISORS LLC 1010.00%0.08%0.46%Q3 2011Q3 202329
Skandinaviska Enskilda Banken AB (publ) 2440.00%0.04%0.08%Q4 2015Q1 202328
Baystate Wealth Management LLC 2710.00%0.00%0.02%Q2 2013Q3 202328
VAUGHAN DAVID INVESTMENTS LLC/IL 1170.01%0.22%0.98%Q1 2013Q3 202328
MARTIN CURRIE LTD 28280.02%1.32%2.48%Q2 2013Q1 202028
ICON ADVISERS INC/CO 28280.11%0.39%0.74%Q3 2015Q2 202228
CIGNA INVESTMENTS INC /NEW 28280.06%0.10%0.13%Q4 2016Q3 202328
CIBC WORLD MARKETS CORP 28280.02%0.08%0.34%Q4 2016Q3 202328
Cornerstone Advisors, Inc. 28280.00%0.02%0.05%Q4 2013Q3 202028
Partnervest Advisory Services LLC 2410.41%0.71%0.85%Q2 2013Q3 202028
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1210.00%0.68%2.87%Q3 2013Q3 202328
PEAPACK GLADSTONE FINANCIAL CORP 2220.00%0.02%0.04%Q2 2013Q3 202328
MACKENZIE FINANCIAL CORP 2350.00%0.02%0.05%Q2 2013Q3 202328
WEST PACES ADVISORS INC. 28280.06%0.35%0.58%Q4 2016Q3 202328
CAPITAL FUND MANAGEMENT S.A. 610.00%0.02%0.10%Q3 2013Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.01%0.02%Q1 2016Q4 202228
Steward Partners Investment Advisory, LLC 28280.01%0.03%0.10%Q4 2016Q3 202328
Town & Country Bank & Trust CO dba First Bankers Trust CO 2610.09%0.29%1.12%Q4 2014Q3 202328
CADENCE CAPITAL MANAGEMENT LLC 17110.01%0.07%0.15%Q3 2013Q3 202028
QCI ASSET MANAGEMENT INC/NY 28280.01%0.01%0.01%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.01%0.03%0.06%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.02%0.08%0.21%Q4 2016Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.06%0.15%Q4 2016Q3 202328
HCR Wealth Advisors 28280.06%0.12%0.18%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.01%0.05%0.10%Q4 2016Q3 202328
First Command Bank 27270.01%0.07%0.18%Q4 2016Q2 202327
SCHRODER INVESTMENT MANAGEMENT GROUP 1840.00%0.00%0.01%Q2 2014Q3 202327
MML INVESTORS SERVICES, LLC 27270.01%0.01%0.02%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.03%0.07%0.14%Q4 2016Q3 202327
IFM Investors Pty Ltd 1980.10%0.15%0.25%Q4 2016Q3 202327
ING GROEP NV 1510.00%0.03%0.12%Q4 2013Q3 202327
BP PLC 1320.04%0.13%0.26%Q2 2014Q2 202127
OPPENHEIMER ASSET MANAGEMENT INC. 27270.01%0.14%0.25%Q1 2017Q3 202327
GREENLEAF TRUST 27270.01%0.01%0.01%Q1 2017Q3 202327
Marble Harbor Investment Counsel, LLC 27270.04%0.05%0.09%Q1 2017Q3 202327
Carroll Financial Associates, Inc. 2110.00%0.00%0.02%Q1 2014Q4 202127
PRELUDE CAPITAL MANAGEMENT, LLC 1810.00%0.15%0.55%Q1 2013Q3 202227
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.01%0.03%Q2 2013Q4 201927
Municipal Employees' Retirement System of Michigan 2070.02%0.07%0.10%Q3 2013Q2 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.05%0.07%0.12%Q2 2013Q4 201927
OAKBROOK INVESTMENTS LLC 27270.07%0.10%0.23%Q2 2013Q4 201927
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.55%0.76%0.88%Q2 2013Q4 201927
CLEARARC CAPITAL INC 27270.09%0.12%0.18%Q2 2013Q4 201927
First Command Financial Services, Inc. 27270.01%0.05%0.18%Q4 2016Q2 202327
ONTARIO TEACHERS PENSION PLAN BOARD 2250.01%0.06%0.13%Q2 2013Q4 202227
Personal Capital Advisors Corp 2070.01%0.11%0.39%Q1 2016Q4 202227
Global Retirement Partners, LLC 2070.00%0.02%0.11%Q4 2016Q3 202327
COMMERZBANK AKTIENGESELLSCHAFT /FI 27270.00%0.02%0.09%Q2 2013Q4 201927
TUDOR INVESTMENT CORP ET AL 710.00%0.03%0.12%Q4 2013Q4 202226
ASPIRIANT, LLC 2150.02%0.02%0.04%Q3 2016Q1 202326
Crossmark Global Holdings, Inc. 2510.05%0.06%0.08%Q3 2016Q3 202326
ALLSTATE CORP 1710.02%0.13%0.74%Q2 2013Q4 202226
DOWLING & YAHNKE LLC 2410.03%0.29%0.48%Q4 2014Q3 202226
Opus Capital Group, LLC 26260.07%0.14%0.28%Q2 2017Q3 202326
Eagle Ridge Investment Management 26260.72%1.12%1.56%Q2 2017Q3 202326
Plancorp, LLC 1910.01%0.28%1.47%Q1 2014Q3 202326
PGGM Investments 2150.02%0.10%0.12%Q1 2013Q3 202326
Pointe Capital Management LLC 26260.18%0.25%0.43%Q2 2017Q3 202326
Zimmer Partners, LP 810.23%3.83%12.32%Q2 2013Q3 202326
NEXT Financial Group, Inc 1360.00%0.01%0.02%Q3 2014Q4 202126
FineMark National Bank & Trust 15110.01%0.01%0.02%Q2 2013Q3 202326
Meiji Yasuda Life Insurance Co 1130.01%0.07%0.25%Q4 2013Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.05%0.19%Q2 2013Q3 201926
Ballentine Partners, LLC 26260.01%0.01%0.03%Q1 2017Q2 202326
AE Wealth Management LLC 25250.01%0.05%0.08%Q3 2017Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.00%0.04%0.18%Q2 2013Q2 201925
WEBSTER BANK, N. A. 2230.00%0.01%0.01%Q4 2016Q3 202325
MEEDER ASSET MANAGEMENT INC 14110.00%0.05%0.18%Q2 2013Q3 202225
EAGLE ASSET MANAGEMENT INC 2140.00%0.29%0.56%Q3 2015Q4 202125
RNC CAPITAL MANAGEMENT LLC 2310.02%1.85%2.88%Q1 2017Q3 202325
CHELSEA COUNSEL CO 1930.08%0.15%0.27%Q2 2013Q3 202225
WOLVERINE ASSET MANAGEMENT LLC 1530.00%0.02%0.09%Q3 2018Q3 202325
1ST SOURCE BANK 1240.01%0.02%0.03%Q2 2013Q3 202325
CAPITAL GUARDIAN TRUST CO 25250.00%0.33%0.73%Q2 2013Q2 201925
KAYNE ANDERSON CAPITAL ADVISORS LP 2320.00%0.95%2.64%Q2 2017Q3 202325
Walleye Capital LLC 610.00%0.11%0.67%Q1 2019Q3 202325
abrdn plc 25250.02%0.04%0.08%Q3 2017Q3 202325
Employees Retirement System of Texas 25250.02%0.03%0.13%Q2 2013Q2 201925
Sonora Investment Management, LLC 25250.00%0.00%0.01%Q3 2015Q3 202125
Premier Fund Managers Ltd 14110.07%0.74%2.13%Q4 2015Q3 202325
Sheaff Brock Investment Advisors, LLC 25250.03%0.06%0.11%Q4 2015Q4 202125
Tredje AP-fonden 1520.00%0.02%0.13%Q2 2015Q3 202325
Glassman Wealth Services 2410.00%0.02%0.07%Q3 2016Q3 202325
TIEDEMANN ADVISORS, LLC 910.01%0.17%0.54%Q1 2016Q4 202225
ROCKY MOUNTAIN ADVISERS, LLC 25250.07%0.40%0.80%Q3 2017Q3 202325
Brookmont Capital Management 2230.14%0.32%0.88%Q4 2014Q3 202325
Westside Investment Management, Inc. 1510.00%0.01%0.02%Q4 2016Q3 202325
South Dakota Investment Council 25250.02%0.04%0.05%Q3 2017Q3 202325
Newport Trust Company, LLC 24242.71%3.23%3.99%Q4 2017Q3 202324
OppenheimerFunds, Inc. 24240.00%0.02%0.11%Q2 2013Q1 201924
FIRST INTERSTATE BANK 1860.01%0.01%0.04%Q3 2015Q3 202324
McIlrath & Eck, LLC 24240.02%0.05%0.07%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.13%0.22%0.31%Q2 2013Q1 201924
Sound Income Strategies, LLC 24240.00%0.00%0.02%Q4 2017Q3 202324
BROWN ADVISORY INC 810.00%0.00%0.00%Q3 2014Q3 202324
Vigilant Capital Management, LLC 1860.00%0.00%0.01%Q4 2015Q4 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.02%0.03%Q4 2017Q3 202324
Front Row Advisors LLC 24240.06%0.09%0.12%Q4 2017Q3 202324
OneDigital Investment Advisors LLC 1910.00%0.02%0.06%Q2 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.05%0.08%0.22%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.07%0.09%0.12%Q4 2017Q3 202324
RELIANCE TRUST CO OF DELAWARE 24240.10%0.14%0.19%Q2 2013Q1 201924
WEALTHSOURCE PARTNERS, LLC 1810.02%0.04%0.08%Q2 2016Q3 202324
TODD ASSET MANAGEMENT LLC 24240.22%0.30%0.51%Q4 2017Q3 202324
Financial Architects, Inc 1810.01%0.03%0.06%Q3 2013Q2 202024
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.10%0.15%0.20%Q2 2013Q1 201924
Capital Analysts, LLC 24240.00%0.01%0.04%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.04%0.07%0.12%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.00%0.00%0.02%Q2 2013Q1 201924
HoyleCohen, LLC 24240.08%0.24%0.40%Q4 2017Q3 202324
Vident Investment Advisory, LLC 1920.00%0.04%0.15%Q2 2015Q2 202324
American Assets Investment Management, LLC 24240.09%0.44%0.90%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.03%Q4 2017Q3 202324
Endurance Wealth Management, Inc. 24240.00%0.00%0.01%Q2 2015Q1 202124
Paloma Partners Management Co 710.00%0.05%0.27%Q1 2015Q2 202324
TOTH FINANCIAL ADVISORY CORP 24240.01%0.01%0.02%Q4 2017Q3 202324
Huber Capital Management LLC 24240.04%0.07%0.11%Q2 2013Q1 201924
CAPTRUST FINANCIAL ADVISORS 24240.00%0.02%0.04%Q4 2017Q3 202324
Cypress Wealth Services, LLC 24240.06%0.09%0.15%Q4 2017Q3 202324
Squarepoint Ops LLC 510.00%0.10%0.50%Q4 2014Q3 202324
MetLife Investment Management, LLC 24240.08%0.10%0.13%Q4 2017Q3 202324
Pendal Group Ltd 23230.01%0.98%2.14%Q2 2017Q4 202223
Patriot Financial Group Insurance Agency, LLC 23230.01%0.02%0.04%Q4 2016Q2 202223
FINANCIAL COUNSELORS INC 23230.01%0.01%0.02%Q4 2016Q2 202223
Gilman Hill Asset Management, LLC 23230.11%0.14%0.20%Q1 2018Q3 202323
BAILARD, INC. 1760.01%0.02%0.04%Q3 2017Q3 202323
FIL Ltd 1410.00%0.06%0.25%Q1 2014Q3 202323
NewEdge Advisors, LLC 810.00%0.56%2.14%Q4 2014Q3 202323
B. Riley Wealth Advisors, Inc. 1490.01%0.05%0.09%Q2 2013Q3 202323
Treasurer of the State of North Carolina 23230.10%0.12%0.14%Q1 2018Q3 202323
PATTEN & PATTEN INC/TN 1940.02%0.02%0.04%Q2 2013Q3 202323
Riggs Asset Managment Co. Inc. 970.01%0.05%0.12%Q2 2014Q3 202323
Schonfeld Strategic Advisors LLC 1150.00%0.08%0.32%Q1 2017Q3 202323
FIRST FOUNDATION ADVISORS 1820.01%0.02%0.04%Q2 2015Q3 202323
Connor, Clark & Lunn Investment Management Ltd. 1010.00%0.07%0.23%Q1 2014Q3 202323
SUNTRUST BANKS INC 1630.00%0.01%0.01%Q2 2013Q3 201923
Dynamic Technology Lab Private Ltd 310.04%0.21%0.58%Q4 2012Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.01%0.01%0.02%Q1 2018Q3 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.00%0.00%Q4 2016Q3 202322
Joel Isaacson & Co., LLC 1710.01%0.03%0.05%Q4 2012Q3 202322
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 22221.26%1.99%2.63%Q2 2018Q3 202322
CHOREO, LLC 1930.02%0.05%0.10%Q3 2017Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.02%0.06%0.08%Q2 2013Q3 201822
Robeco Schweiz AG 960.04%0.27%0.87%Q4 2013Q2 202022
Corient Capital Partners, LLC 22220.06%0.32%0.46%Q2 2017Q3 202222
Silvant Capital Management LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
NN Investment Partners Holdings N.V. 1140.00%0.05%0.15%Q1 2016Q1 202222
KORNITZER CAPITAL MANAGEMENT INC /KS 22220.01%0.01%0.02%Q2 2018Q3 202322
Capital Advisory Group Advisory Services, LLC 2110.08%0.21%0.36%Q1 2018Q3 202322
VAN ECK ASSOCIATES CORP 1620.00%0.01%0.03%Q2 2016Q3 202322
Lester Murray Antman dba SimplyRich 1840.15%0.29%0.44%Q4 2017Q3 202322
Rockefeller Capital Management L.P. 22220.00%0.02%0.06%Q2 2018Q3 202322
Man Group plc 1480.00%0.04%0.14%Q1 2018Q3 202322
ROCKLAND TRUST CO 22220.86%1.29%1.77%Q2 2018Q3 202322
Engineers Gate Manager LP 610.02%0.15%0.57%Q1 2015Q3 202321
Oakworth Capital, Inc. 21210.00%0.01%0.02%Q1 2016Q1 202121
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
WASHINGTON TRUST BANK 21210.01%0.03%0.07%Q1 2014Q1 201921
Telos Capital Management, Inc. 920.03%0.07%0.20%Q2 2013Q3 202321
Balentine LLC 920.00%0.01%0.06%Q3 2015Q3 202321
BerganKDV Wealth Management, LLC 21210.00%0.00%0.01%Q2 2018Q2 202321
WINTRUST INVESTMENTS LLC 1650.04%0.08%0.15%Q2 2018Q3 202321
CULLEN/FROST BANKERS, INC. 1920.00%0.01%0.01%Q2 2013Q3 202321
People's United Financial, Inc. 1740.00%0.01%0.02%Q2 2013Q4 201921
Mutual Advisors, LLC 21210.04%0.06%0.09%Q3 2018Q3 202321
Heritage Wealth Advisors 21210.01%0.02%0.02%Q3 2018Q3 202321
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1740.00%0.06%0.28%Q1 2014Q2 202121
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.08%0.14%0.18%Q2 2013Q2 201821
Israel Discount Bank of New York 1740.17%0.24%0.32%Q1 2017Q2 202221
Wealthfront Advisers LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
AMERICAN CENTURY COMPANIES INC 1910.00%0.01%0.02%Q1 2015Q3 202320
One Capital Management, LLC 810.02%0.09%0.36%Q1 2014Q1 202320
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1280.31%0.68%0.89%Q4 2015Q4 202020
FinTrust Capital Advisors, LLC 20200.01%0.04%0.13%Q4 2018Q3 202320
First Allied Advisory Services, Inc. 1370.01%0.02%0.05%Q2 2013Q3 202020
AGF INVESTMENTS INC. 1420.00%0.03%0.09%Q4 2014Q3 202220
Cooper Financial Group 20200.11%0.19%0.38%Q4 2018Q3 202320
1832 Asset Management L.P. 1110.00%0.24%1.00%Q1 2015Q3 202220
Redpoint Investment Management Pty Ltd 20200.12%0.36%0.92%Q4 2017Q3 202220
Alexandria Capital, LLC 1820.01%0.02%0.05%Q2 2013Q4 201920
Lindbrook Capital, LLC 20200.01%0.03%0.09%Q4 2018Q3 202320
OSSIAM 20200.00%0.25%1.44%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.04%0.06%Q4 2014Q3 201920
CCG WEALTH MANAGEMENT, LLC 20201.78%2.54%3.47%Q4 2018Q3 202320
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 20200.00%0.15%0.30%Q4 2018Q3 202320
Horizon Investments, LLC 1130.01%0.04%0.07%Q2 2017Q3 202320
IHT Wealth Management, LLC 920.00%0.04%0.16%Q4 2016Q3 202320
YorkBridge Wealth Partners, LLC 1190.00%0.09%0.26%Q4 2016Q4 202220
COLDSTREAM CAPITAL MANAGEMENT INC 810.01%0.08%0.27%Q4 2016Q3 202320
Lombard Odier Asset Management (Switzerland) SA 410.02%0.04%0.10%Q2 2014Q1 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.12%0.13%0.15%Q2 2013Q1 201820
Farmers & Merchants Trust Co of Long Beach 20200.11%0.19%0.34%Q4 2018Q3 202320
Quantitative Investment Management, LLC 510.03%0.13%0.31%Q2 2013Q2 202320
TRUE Private Wealth Advisors 20200.01%0.06%0.12%Q1 2016Q4 202020
Cetera Investment Advisers 20200.02%0.02%0.03%Q4 2018Q3 202320
Old Port Advisors 1810.17%0.26%0.37%Q2 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.04%0.06%0.08%Q1 2013Q4 201720
MANCHESTER FINANCIAL INC 20200.09%0.15%0.21%Q4 2018Q3 202320
Rafferty Asset Management, LLC 1910.00%0.02%0.10%Q4 2016Q3 202320
American Portfolios Advisors 20200.01%0.03%0.06%Q4 2017Q3 202220
McCarthy Grittinger Financial Group, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
ESSEX INVESTMENT MANAGEMENT CO LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
LOOMIS SAYLES & CO L P 610.00%0.02%0.07%Q2 2014Q3 202320
Lido Advisors, LLC 850.00%0.01%0.03%Q1 2018Q3 202320
AGF Investments LLC 1240.00%0.06%0.25%Q4 2016Q3 202220
Avior Wealth Management, LLC 1820.00%0.00%0.02%Q4 2017Q3 202320
GIRARD PARTNERS LTD. 1810.03%0.25%0.75%Q4 2013Q2 201920
First Personal Financial Services 1550.00%0.04%0.13%Q2 2016Q3 202320
Sowell Financial Services LLC 1030.05%0.15%0.32%Q4 2016Q3 202320
EVERGREEN CAPITAL MANAGEMENT LLC 1820.02%0.02%0.02%Q4 2017Q3 202320
C M BIDWELL & ASSOCIATES LTD 19190.00%0.01%0.16%Q2 2017Q4 202119
FIRST AMERICAN TRUST, FSB 1610.03%0.97%1.68%Q2 2017Q4 202219
Zions Bancorporation, N.A. 19190.01%0.05%0.09%Q1 2019Q3 202319
Weiss Multi-Strategy Advisers LLC 510.03%0.41%1.04%Q3 2013Q3 202219
Edgestream Partners, L.P. 410.02%0.25%0.60%Q2 2014Q3 202319
GREAT LAKES ADVISORS, LLC 19190.01%0.02%0.04%Q2 2013Q4 201719
TSFG, LLC 19190.00%0.01%0.04%Q1 2019Q3 202319
Aveo Capital Partners, LLC 1180.08%0.10%0.12%Q1 2018Q3 202319
Teza Capital Management LLC 1010.06%0.24%0.83%Q1 2017Q3 202319
ACADIAN ASSET MANAGEMENT LLC 1720.00%0.01%0.05%Q4 2014Q3 202319
Arden Trust Co 19190.16%0.43%0.95%Q2 2019Q4 202319
Archford Capital Strategies, LLC 1360.00%0.01%0.02%Q1 2014Q2 201919
TPH Asset Management, LLC 19190.00%0.82%2.12%Q2 2013Q4 201719
Simplicity Solutions, LLC 1270.02%0.05%0.09%Q1 2018Q3 202319
Crow Point Partners, LLC 1333.13%4.63%6.74%Q1 2014Q3 201919
SFE Investment Counsel 19190.10%0.13%0.20%Q2 2015Q4 201919
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.03%Q1 2019Q3 202319
Private Capital Group, LLC 19190.00%0.01%0.01%Q4 2017Q2 202219
MARTINGALE ASSET MANAGEMENT L P 910.00%0.10%0.40%Q2 2014Q3 202319
Vantage Investment Advisors, LLC 19190.00%0.01%0.02%Q1 2014Q3 201819
EARNEST PARTNERS LLC 1180.00%0.00%0.00%Q4 2017Q3 202319
STEPHENS INC /AR/ 19190.01%0.01%0.02%Q1 2019Q3 202319
JANICZEK WEALTH MANAGEMENT, LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
Shamrock Asset Management LLC 19190.16%0.24%0.44%Q1 2015Q3 201919
CITIZENS FINANCIAL GROUP INC/RI 940.00%0.04%0.10%Q4 2015Q3 202318
SEVEN EIGHT CAPITAL, LP 410.02%0.25%1.01%Q4 2013Q2 202218
EXANE DERIVATIVES 1080.01%0.05%0.24%Q4 2014Q2 202218
Savant Capital, LLC 820.01%0.02%0.04%Q2 2018Q3 202318
Prestige Wealth Management Group LLC 1710.00%0.01%0.04%Q4 2018Q3 202318
Laffer Tengler Investments, Inc. 1010.00%0.50%0.79%Q3 2013Q4 202218
TWIN CAPITAL MANAGEMENT INC 18180.06%0.15%0.31%Q2 2019Q3 202318
Private Ocean, LLC 1510.00%0.02%0.05%Q4 2017Q3 202318
FIRST MERCANTILE TRUST CO 1530.06%0.10%0.17%Q2 2015Q3 202118
WEALTHFRONT Corp 1170.01%0.01%0.02%Q1 2014Q3 201818
PRUDENTIAL PLC 1170.00%0.11%0.35%Q4 2018Q3 202318
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Sepio Capital, LP 1710.02%0.04%0.04%Q4 2018Q3 202318
BOOTHBAY FUND MANAGEMENT, LLC 910.01%0.12%0.42%Q4 2014Q3 202318
Asset Dedication, LLC 730.00%0.04%0.13%Q4 2017Q3 202318
BlueCrest Capital Management Ltd 810.01%0.09%0.38%Q3 2014Q1 202118
Nationwide Fund Advisors 18180.04%0.06%0.08%Q2 2013Q3 201718
ROPES WEALTH ADVISORS LLC 1710.00%0.02%0.05%Q2 2016Q4 202018
Snowden Capital Advisors LLC 1080.01%0.04%0.05%Q1 2019Q3 202318
PRIVATE TRUST CO NA 1170.01%0.03%0.07%Q1 2013Q3 202318
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.01%0.03%Q1 2015Q3 202318
USS Investment Management Ltd 1440.05%0.11%0.17%Q4 2015Q3 202318
Harbour Capital Advisors, LLC 18180.12%0.30%0.60%Q1 2013Q2 201718
SpiderRock Advisors, LLC 17170.00%0.02%0.05%Q3 2019Q3 202318
Sterling Global Strategies LLC 18180.27%2.16%6.84%Q4 2014Q1 201918
SUN LIFE FINANCIAL INC 18180.00%0.01%0.02%Q4 2016Q1 202118
Centre Asset Management, LLC 18180.08%0.38%2.22%Q3 2019Q4 202318
Crestwood Advisors Group, LLC 1710.00%0.01%0.02%Q1 2017Q3 202318
Vestmark Advisory Solutions, Inc. 1530.06%0.14%0.20%Q1 2019Q3 202318
HM PAYSON & CO 18180.00%0.00%0.01%Q2 2019Q3 202318
STEVENS CAPITAL MANAGEMENT LP 310.04%0.33%0.78%Q1 2014Q1 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.27%0.33%0.42%Q4 2015Q1 202018
Stevens First Principles Investment Advisors 1530.02%0.02%0.02%Q2 2013Q4 201718
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1010.00%0.00%0.00%Q2 2017Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.04%0.05%Q2 2013Q3 201718
GSA CAPITAL PARTNERS LLP 410.02%0.08%0.44%Q3 2013Q2 202218
Richard Bernstein Advisors LLC 1160.06%0.20%0.38%Q2 2013Q2 202317
WESTPORT RESOURCES MANAGEMENT INC 14140.03%0.05%0.10%Q2 2013Q3 201617
Integrated Wealth Concepts LLC 17170.01%0.02%0.07%Q3 2019Q3 202317
CENTRAL BANK & TRUST CO 930.00%0.01%0.04%Q2 2013Q1 201917
CreativeOne Wealth, LLC 17170.04%0.06%0.13%Q2 2019Q2 202317
Valeo Financial Advisors, LLC 1510.00%0.01%0.04%Q3 2017Q1 202317
Main Street Research LLC 17170.05%1.06%2.12%Q2 2013Q2 201717
Achmea Investment Management B.V. 720.01%0.10%0.17%Q3 2017Q3 202317
WFG Advisors, LP 17170.00%0.01%0.02%Q2 2013Q2 201717
Bartlett & Co. LLC 810.00%0.00%0.01%Q3 2013Q4 202317
Ilmarinen Mutual Pension Insurance Co 17170.05%0.09%0.18%Q3 2019Q3 202317
SEEYOND 17170.07%0.18%0.29%Q4 2018Q4 202217
GYL FINANCIAL SYNERGIES, LLC 17170.04%0.12%0.34%Q3 2019Q3 202317
LAZARD ASSET MANAGEMENT LLC 1520.00%0.01%0.04%Q4 2013Q3 202317
PARADIGM ASSET MANAGEMENT CO LLC 920.03%0.17%0.40%Q2 2013Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.06%0.07%0.08%Q2 2013Q2 201717
NATIONAL PLANNING CORP 17170.02%0.04%0.07%Q3 2013Q3 201717
A.R.T. Advisors, LLC 510.01%0.13%0.35%Q2 2013Q4 201917
Titus Wealth Management 1610.26%0.44%0.70%Q4 2017Q2 202217
Capital Bank & Trust Co 17170.47%0.73%0.99%Q2 2017Q2 202117
BRASADA CAPITAL MANAGEMENT, LP 1520.22%0.69%1.29%Q4 2017Q2 202217
NVWM, LLC 17170.02%0.03%0.04%Q3 2019Q3 202317
Avidian Wealth Solutions, LLC 1210.02%0.04%0.09%Q2 2014Q1 202317
Dynamic Advisor Solutions LLC 1110.03%0.06%0.08%Q2 2018Q3 202317
TOBAM 910.01%0.75%2.57%Q1 2018Q3 202217
MACKAY SHIELDS LLC 17170.04%0.05%0.07%Q1 2018Q1 202217
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.01%0.02%0.04%Q2 2013Q2 201717
BTR CAPITAL MANAGEMENT INC 17170.04%0.05%0.06%Q3 2018Q3 202217
GAM Holding AG 17170.03%0.10%0.18%Q2 2013Q2 201717
Apriem Advisors 1610.03%0.06%0.09%Q2 2013Q2 201817
Qube Research & Technologies Ltd 810.01%0.17%0.42%Q1 2018Q2 202317
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q3 202316
Vectors Research Management, LLC 16160.01%0.03%0.04%Q3 2018Q2 202216
Ninepoint Partners LP 740.06%0.14%0.21%Q4 2018Q3 202316
L & S Advisors Inc 610.20%0.53%1.88%Q2 2013Q3 202316
Intercontinental Wealth Advisors, LLC 1060.05%0.09%0.17%Q2 2018Q2 202316
LEVIN CAPITAL STRATEGIES, L.P. 1510.01%0.45%0.64%Q2 2013Q2 201716
Cutter & CO Brokerage, Inc. 16160.50%0.66%0.78%Q1 2016Q4 201916
GLG LLC 16160.06%0.10%0.15%Q1 2014Q4 201716
RBA Wealth Management, LLC 880.11%1.06%2.33%Q1 2019Q3 202316
Ethic Inc. 16160.14%0.26%0.39%Q4 2019Q3 202316
RB Capital Management, LLC 1420.07%0.11%0.16%Q3 2019Q3 202316
Banque Cantonale Vaudoise 16160.04%0.13%0.24%Q4 2019Q3 202316
Parcion Private Wealth LLC 16160.27%0.41%0.79%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
VIRGINIA RETIREMENT SYSTEMS ET AL 910.01%0.04%0.19%Q2 2013Q1 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.05%0.07%0.11%Q4 2019Q3 202316
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1020.02%0.25%0.72%Q3 2014Q1 202016
Cribstone Capital Management, LLC 1510.00%0.02%0.04%Q2 2016Q4 202216
Wealthspire Advisors, L.P. 1410.01%0.01%0.01%Q4 2015Q3 202016
Gleason Group, Inc. 16160.02%0.03%0.04%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.01%0.01%0.02%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MARSHALL WACE, LLP 310.00%0.03%0.19%Q1 2014Q3 202316
Concert Wealth Management Inc. 16160.11%0.19%0.29%Q2 2013Q1 201716
PITCAIRN CO 970.02%0.02%0.03%Q4 2017Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.08%0.12%0.16%Q4 2019Q3 202316
PFS INVESTMENTS INC. 1330.05%0.42%0.83%Q1 2019Q2 202316
Diversified Trust Co 1240.01%0.02%0.05%Q4 2019Q4 202316
NATIXIS 610.00%0.02%0.10%Q4 2013Q3 202316
CSat Investment Advisory, L.P. 1240.01%0.70%2.61%Q2 2014Q1 202116
WESTWOOD HOLDINGS GROUP INC 16160.00%0.01%0.04%Q3 2015Q2 201916
JANUS HENDERSON INVESTORS US LLC 16160.05%0.17%0.26%Q2 2013Q1 201716
Assenagon Asset Management S.A. 910.00%0.01%0.05%Q2 2019Q3 202316
Quantbot Technologies LP 310.04%0.25%0.74%Q1 2014Q3 202216
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.02%0.03%Q4 2019Q3 202316
UBS AG 660.00%0.01%0.02%Q2 2013Q3 201416
CLEAR STREET MARKETS LLC 510.00%0.06%0.32%Q2 2013Q2 202316
Brookstone Capital Management 1020.00%0.03%0.12%Q4 2013Q3 202316
AMICA PENSION FUND BOARD OF TRUSTEES 1310.11%0.14%0.15%Q2 2013Q4 201816
MOODY NATIONAL BANK TRUST DIVISION 1330.00%0.14%0.23%Q3 2018Q3 202316
FIRST NATIONAL BANK SIOUX FALLS 1420.30%0.44%0.69%Q2 2013Q4 201916
Electron Capital Partners, LLC 1110.04%5.47%11.11%Q1 2014Q2 201916
Polaris Wealth Advisory Group, LLC 910.00%0.02%0.03%Q2 2013Q3 202316
CAMBRIDGE TRUST CO 880.00%0.01%0.02%Q1 2015Q3 202316
Vestcor Inc 16160.04%0.09%0.16%Q4 2019Q3 202316
EDGE ASSET MANAGEMENT, INC 16160.73%1.01%1.14%Q2 2013Q1 201716
Kinneret Advisory, LLC 16160.31%0.47%0.65%Q4 2018Q3 202216
Lenox Wealth Advisors, LLC 1060.00%0.00%0.02%Q2 2013Q1 202216
CNB Bank 16160.01%0.01%0.01%Q4 2019Q3 202316
Empirical Finance, LLC 1410.01%0.09%0.13%Q4 2016Q3 202315
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 520.09%0.34%1.54%Q2 2018Q4 202215
Ancora Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.10%0.11%0.12%Q2 2013Q4 201615
Rosenberg Matthew Hamilton 15150.10%0.15%0.22%Q1 2020Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.10%0.11%0.12%Q2 2013Q4 201615
CX Institutional 1110.00%0.01%0.01%Q1 2019Q3 202315
WESPAC Advisors SoCal, LLC 1020.08%0.09%0.13%Q4 2015Q4 201915
TRANSCEND CAPITAL ADVISORS, LLC 1320.03%0.05%0.07%Q4 2019Q3 202315
RESOURCES MANAGEMENT CORP /CT/ /ADV 1320.00%0.01%0.02%Q3 2019Q3 202315
Penserra Capital Management LLC 610.00%0.02%0.14%Q4 2015Q3 202315
MSI Financial Services Inc 15150.01%0.02%0.03%Q2 2013Q4 201615
Petix & Botte Co 1230.46%0.55%0.68%Q4 2019Q3 202315
Advisor Group, Inc. 15150.02%0.03%0.03%Q2 2016Q4 201915
ZEKE CAPITAL ADVISORS, LLC 1140.02%0.05%0.08%Q2 2017Q4 202215
BlackRock Investment Management, LLC 15150.08%0.17%0.23%Q2 2013Q4 201615
OFI Advisors LLC 1140.06%0.06%0.07%Q3 2011Q3 201515
MONTAG A & ASSOCIATES INC 1230.01%0.01%0.02%Q2 2019Q3 202315
Beacon Pointe Advisors, LLC 15150.01%0.02%0.08%Q1 2020Q3 202315
Cable Hill Partners, LLC 740.00%0.02%0.06%Q4 2014Q2 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
SIMPLEX TRADING, LLC 410.00%0.00%0.02%Q1 2015Q3 202315
Ellevest, Inc. 15150.00%0.00%0.01%Q3 2019Q1 202315
American Research & Management Co. 15150.03%0.04%0.06%Q1 2019Q3 202215
AlphaCrest Capital Management LLC 1140.01%0.09%0.26%Q4 2018Q3 202215
Trexquant Investment LP 310.02%0.21%0.42%Q1 2015Q3 202315
Cipher Capital LP 510.03%0.35%1.12%Q1 2014Q3 202315
Proficio Capital Partners LLC 15150.00%0.01%0.02%Q4 2015Q2 201915
CAMBIAR INVESTORS LLC 15151.30%1.75%2.22%Q1 2020Q3 202315
USA FINANCIAL FORMULAS 1320.00%0.18%1.68%Q3 2019Q2 202315
CHARTIST INC /CA/ 1010.12%0.15%0.18%Q2 2013Q3 201815
JARISLOWSKY, FRASER Ltd 1320.00%0.00%0.00%Q4 2016Q2 202215
BlackRock Fund Advisors 15150.14%0.16%0.18%Q2 2013Q4 201615
DELTA LLOYD NV 15150.01%0.04%0.14%Q2 2013Q4 201615
Alpha Omega Wealth Management LLC 15150.04%0.07%0.12%Q4 2015Q2 201915
Marquette Asset Management, LLC 15150.00%0.00%0.01%Q1 2019Q3 202215
AUA CAPITAL MANAGEMENT, LLC 1010.00%0.00%0.01%Q4 2016Q4 202215
BlackRock Group LTD 15150.11%0.12%0.14%Q2 2013Q4 201615
Sigma Planning Corp 1320.01%0.02%0.06%Q4 2014Q3 202315
BLACKROCK ADVISORS LLC 15150.10%0.22%0.30%Q2 2013Q4 201615
Shinko Asset Management Co., Ltd. 14140.02%0.09%0.17%Q2 2013Q3 201614
BDO Wealth Advisors, LLC 1210.00%0.06%0.08%Q4 2017Q2 202314
Rampart Investment Management Company, LLC 14140.03%0.20%0.61%Q1 2017Q2 202014
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.01%0.12%0.49%Q3 2015Q2 202314
LINCOLN NATIONAL CORP 770.01%0.02%0.04%Q2 2018Q3 202314
Diversified Portfolios, Inc. 770.09%0.14%0.21%Q1 2015Q1 202314
XPONANCE, INC. 14140.04%0.12%0.23%Q2 2020Q3 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.02%0.03%0.06%Q4 2017Q1 202114
Destination Wealth Management 710.00%0.01%0.03%Q2 2015Q2 202314
Icon Wealth Partners, LLC 810.00%0.28%0.48%Q4 2017Q3 202314
Oak Asset Management, LLC 520.09%0.13%0.17%Q2 2019Q3 202314
Sciencast Management LP 510.06%0.41%1.45%Q4 2015Q3 202314
Saturna Capital CORP 14140.01%0.01%0.02%Q2 2013Q3 201614
EXCHANGE TRADED CONCEPTS, LLC 1110.00%0.02%0.10%Q4 2019Q4 202314
Clarius Group, LLC 1010.02%0.03%0.04%Q3 2019Q3 202314
Prudent Man Advisors, LLC 14140.13%0.16%0.22%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
JFS WEALTH ADVISORS, LLC 950.00%0.00%0.00%Q2 2014Q3 202314
SevenBridge Financial Group, LLC 1310.01%0.03%0.19%Q2 2016Q3 202314
Redhawk Wealth Advisors, Inc. 1310.02%0.13%0.18%Q2 2019Q3 202314
Mosaic Family Wealth, LLC 14140.02%0.02%0.03%Q4 2015Q1 201914
WASHINGTON TRUST Co 710.00%0.00%0.00%Q2 2018Q3 202314
MONROE BANK & TRUST/MI 630.01%0.03%0.04%Q2 2013Q2 201714
Wealth Alliance 14140.06%0.08%0.09%Q2 2020Q3 202314
INVESTMENT CENTERS OF AMERICA INC 1220.02%0.06%0.15%Q3 2013Q1 201714
West Oak Capital, LLC 1130.00%0.82%1.19%Q2 2013Q3 202314
Symmetry Partners, LLC 14140.02%0.03%0.04%Q3 2020Q4 202314
LIBERTY WEALTH MANAGEMENT LLC 1210.03%0.08%0.14%Q4 2018Q3 202214
M&G INVESTMENT MANAGEMENT LTD 14140.05%0.24%0.46%Q2 2020Q3 202314
Prospera Financial Services Inc 520.00%0.05%0.18%Q2 2019Q3 202314
Financial Management Professionals, Inc. 14140.00%0.03%0.06%Q2 2020Q3 202314
Stratos Wealth Advisors, LLC 14140.02%0.04%0.13%Q2 2020Q3 202314
BCWM, LLC 14142.40%3.03%3.81%Q2 2020Q3 202314
Mizuho Asset Management Co.,Ltd. 14140.01%0.03%0.07%Q2 2013Q3 201614
Dai-ichi Life Holdings, Inc. 14140.01%0.07%0.21%Q2 2013Q3 201614
JONES FINANCIAL COMPANIES LLLP 1220.00%0.00%0.00%Q2 2013Q3 202314
Gotham Asset Management, LLC 610.01%0.05%0.38%Q2 2015Q3 202314
Thomas J. Herzfeld Advisors, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
JNBA Financial Advisors 1210.00%0.00%0.05%Q3 2016Q3 202314
AllSquare Wealth Management LLC 850.02%0.03%0.03%Q2 2015Q3 201813
FULTON BANK, N.A. 13130.01%0.02%0.03%Q4 2020Q4 202313
Cerity Partners LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
MIRABELLA FINANCIAL SERVICES LLP 1210.03%0.16%0.60%Q2 2020Q3 202313
GAMBLE JONES INVESTMENT COUNSEL 1210.02%0.02%0.03%Q3 2013Q4 201613
NIPPON LIFE INSURANCE CO 1210.01%0.02%0.03%Q2 2013Q3 201713
Gideon Capital Advisors, Inc. 410.14%0.66%1.11%Q1 2014Q4 201913
HighPoint Advisor Group LLC 410.02%0.56%2.30%Q4 2014Q2 202213
FORVIS Wealth Advisors, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Holocene Advisors, LP 610.00%0.02%0.04%Q4 2017Q1 202213
Kore Private Wealth LLC 1120.03%0.04%0.05%Q4 2018Q2 202213
Hotaling Investment Management, LLC 13130.37%0.46%0.55%Q4 2018Q4 202113
Disciplined Investments, LLC 1030.00%0.04%0.08%Q4 2019Q2 202313
SVB WEALTH LLC 810.00%0.01%0.01%Q4 2014Q3 202313
WFA of San Diego, LLC 1120.07%0.52%1.53%Q2 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
Ford Financial Group, LLC 910.03%0.12%0.18%Q4 2017Q2 202213
Brinker Capital Investments, LLC 1010.00%0.03%0.05%Q3 2017Q4 202213
COUNTRY TRUST BANK 1120.00%0.00%0.00%Q1 2020Q4 202313
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Illinois Municipal Retirement Fund 13130.01%0.08%0.32%Q3 2020Q3 202313
Virtu KCG Holdings LLC 910.01%0.03%0.05%Q3 2013Q2 201713
Virtus Fund Advisers, LLC 13130.00%0.56%1.08%Q2 2014Q2 201713
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
Atria Investments, Inc 1110.01%0.03%0.05%Q2 2019Q3 202313
SteelPeak Wealth, LLC 930.00%0.03%0.06%Q4 2019Q2 202313
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Lombard Odier Asset Management (Europe) Ltd 1010.01%0.05%0.32%Q4 2014Q1 202113
Grace Capital 13130.09%0.43%1.50%Q2 2014Q2 201713
HOWLAND CAPITAL MANAGEMENT LLC 610.01%0.01%0.02%Q2 2018Q2 202313
Prime Capital Investment Advisors, LLC 940.01%0.25%0.96%Q1 2019Q3 202313
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
Financial Gravity Asset Management, Inc. 510.00%0.05%0.20%Q1 2018Q2 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.52%0.59%0.68%Q3 2020Q3 202313
Burleson & Company, LLC 810.03%0.07%0.31%Q2 2018Q4 202213
Ceredex Value Advisors LLC 940.01%0.68%1.01%Q2 2018Q3 202113
Financial Advocates Investment Management 13130.02%0.04%0.05%Q4 2017Q4 202013
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
Perennial Advisors, LLC 910.03%0.06%0.09%Q4 2016Q2 202113
Longbow Capital Partners, L.P. 13130.28%9.76%18.26%Q2 2013Q2 201613
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.01%0.02%Q3 2020Q3 202313
Signature Wealth Management Partners, LLC 12120.27%0.31%0.36%Q4 2020Q3 202312
BRIDGEWAY CAPITAL MANAGEMENT, LLC 660.30%0.53%0.75%Q4 2016Q2 202112
FULTON BREAKEFIELD BROENNIMAN LLC 12120.82%0.89%0.97%Q4 2015Q3 201812
Zurich Insurance Group Ltd/FI 910.03%0.14%0.20%Q1 2016Q3 202012
AMUSSEN HUNSAKER ASSOCIATES LLC 810.05%0.08%0.14%Q3 2018Q3 202312
GLG Partners LP 1110.00%0.14%0.88%Q1 2014Q4 201712
PartnerRe Asset Management CORP 12120.08%0.09%0.10%Q2 2013Q1 201612
TD Securities (USA) LLC 12120.04%0.12%0.14%Q2 2013Q1 201612
FOUNDERS FINANCIAL SECURITIES LLC 12120.07%0.14%0.21%Q4 2020Q3 202312
Bridgewater Associates 1020.01%0.03%0.10%Q1 2020Q3 202312
Horrell Capital Management, Inc. 12120.00%0.01%0.03%Q4 2020Q3 202312
Sentry Investments Corp. 12120.07%0.13%0.19%Q2 2015Q1 201812
ATLAS CAPITAL ADVISORS LLC 1020.00%0.00%0.02%Q3 2019Q3 202312
PATHSTONE FAMILY OFFICE, LLC 810.00%0.01%0.02%Q3 2014Q3 202312
Kepos Capital LP 1020.01%0.03%0.05%Q3 2020Q3 202312
Virtu Financial LLC 210.03%0.07%0.17%Q1 2014Q4 202212
Ohio National Investments, Inc. 12120.09%0.10%0.11%Q2 2013Q1 201612
Advisory Alpha, LLC 1010.00%0.03%0.04%Q1 2019Q3 202312
W.G. Shaheen & Associates DBA Whitney & Co 930.03%0.35%1.04%Q1 2018Q3 202312
Eos Focused Equity Management, L.P. 752.58%3.82%6.70%Q1 2015Q1 202012
Virtus ETF Advisers LLC 410.00%0.33%0.93%Q4 2015Q4 202212
Vontobel Holding Ltd. 12120.01%0.04%0.14%Q4 2020Q3 202312
AIMZ Investment Advisors, LLC 12120.13%0.16%0.19%Q4 2020Q3 202312
Pensionfund Sabic 930.00%0.48%0.61%Q4 2015Q4 202312
Zions Bancorporation 1110.00%0.01%0.03%Q1 2015Q3 201812
EDMOND DE ROTHSCHILD HOLDING S.A. 1010.01%0.03%0.06%Q3 2017Q4 202012
Integrated Advisors Network LLC 710.01%0.03%0.05%Q4 2019Q3 202312
Oak Grove Capital LLC 1110.15%0.39%1.71%Q3 2020Q3 202312
FC Advisory LLC 1110.08%0.10%0.12%Q4 2020Q4 202312
Jacobi Capital Management LLC 750.02%0.03%0.04%Q3 2020Q3 202312
Neuburgh Advisers LLC 12120.03%0.03%0.04%Q4 2016Q3 201912
Tyers Asset Management LLC 12120.02%0.02%0.03%Q4 2016Q3 201912
Glen Harbor Capital Management LLC 12120.01%0.01%0.01%Q4 2016Q3 201912
Flinton Capital Management LLC 12120.02%0.03%0.03%Q4 2016Q3 201912
Greenline Partners, LLC 12120.11%0.33%0.63%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.01%0.02%0.04%Q4 2018Q3 202112
CenterStar Asset Management, LLC 110.00%0.02%0.07%Q4 2017Q4 202112
LAKE STREET ADVISORS GROUP, LLC 12120.04%0.04%0.05%Q2 2018Q1 202112
MGO ONE SEVEN LLC 910.01%0.02%0.04%Q4 2017Q3 202312
West Branch Capital LLC 1020.08%0.11%0.16%Q3 2019Q3 202312
Elo Mutual Pension Insurance Co 12120.09%0.11%0.13%Q4 2020Q3 202312
Apollon Wealth Management, LLC 1110.00%0.05%0.10%Q2 2020Q3 202312
Magnus Financial Group LLC 750.03%0.05%0.07%Q2 2019Q4 202212
Cornerstone Advisors, LLC 610.20%0.26%0.32%Q4 2019Q3 202312
Socorro Asset Management LP 12122.46%3.07%3.48%Q4 2020Q3 202312
LifeSteps Financial, Inc. 840.22%0.25%0.30%Q4 2019Q3 202312
Spotlight Asset Group, Inc. 810.52%0.88%1.51%Q4 2019Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.81%1.02%1.27%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.05%0.07%0.09%Q4 2020Q3 202312
TriaGen Wealth Management LLC 12120.11%0.13%0.18%Q4 2020Q3 202312
DB Wealth Management Group, LLC 12120.16%0.20%0.23%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.07%0.09%0.13%Q4 2020Q3 202312
Safeguard Investment Advisory Group, LLC 12120.19%0.27%0.35%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.02%Q4 2020Q3 202312
DEFINED WEALTH MANAGEMENT, LLC 12120.81%1.03%1.30%Q4 2020Q3 202312
SMITH, MOORE & CO. 12120.07%0.10%0.13%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.06%0.09%0.16%Q2 2013Q1 201612
ASSOCIATED BANC-CORP 1020.01%0.01%0.02%Q3 2019Q3 202312
Clearstead Advisors, LLC 12120.00%0.00%0.02%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 1010.01%0.03%0.04%Q2 2018Q3 202312
VALLEY WEALTH MANAGERS, INC. 660.01%0.04%0.09%Q1 2016Q3 202312
Cresset Asset Management, LLC 720.00%0.00%0.01%Q4 2018Q3 202311
I.G. INVESTMENT MANAGEMENT, LTD. 830.00%0.03%0.04%Q2 2014Q2 201711
Tidal Investments LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Brandywine Global Investment Management, LLC 650.07%0.14%0.25%Q2 2013Q3 202311
Magnetar Financial LLC 410.00%0.02%0.05%Q3 2017Q2 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
LNZ Capital LP 410.63%8.98%14.37%Q4 2015Q4 202111
BANK OF THE WEST 920.02%0.29%0.45%Q2 2019Q4 202211
Visium Asset Management, LP 1010.05%0.26%0.58%Q2 2013Q1 201611
Hilltop Holdings Inc. 1010.06%0.16%0.25%Q2 2013Q1 201611
Clearview Wealth Advisors LLC 11110.02%0.02%0.04%Q4 2020Q2 202311
JOHNSON INVESTMENT COUNSEL INC 11110.00%0.01%0.02%Q2 2018Q4 202011
Werlinich Asset Management, LLC 11112.50%3.19%3.98%Q1 2021Q3 202311
Presima Securities ULC 11110.09%0.16%0.22%Q1 2021Q3 202311
WIMMER ASSOCIATES 1, LLC 11110.13%0.23%0.30%Q1 2021Q3 202311
UBS OCONNOR LLC 610.00%0.19%0.46%Q2 2013Q3 202211
Bedel Financial Consulting, Inc. 11110.00%0.00%0.01%Q3 2019Q1 202211
Bayesian Capital Management, LP 410.06%0.19%0.55%Q1 2019Q2 202311
SOL Capital Management CO 810.03%0.04%0.06%Q4 2019Q3 202311
ATHERTON LANE ADVISERS, LLC 11110.02%0.03%0.03%Q2 2013Q4 201511
Focused Wealth Management, Inc 620.02%0.04%0.06%Q4 2016Q2 202111
PIEDMONT INVESTMENT ADVISORS INC 830.00%0.02%0.03%Q2 2016Q1 202011
GREAT VALLEY ADVISOR GROUP, INC. 11110.01%0.02%0.03%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
FormulaFolio Investments, LLC 1010.00%0.01%0.08%Q4 2016Q2 202111
CSS LLC/IL 520.03%0.14%0.32%Q2 2014Q4 202011
THORNBURG INVESTMENT MANAGEMENT INC 11110.00%0.37%0.55%Q2 2013Q4 201511
Maryland State Retirement & Pension System 740.08%0.39%1.17%Q4 2020Q3 202311
FOX RUN MANAGEMENT, L.L.C. 310.09%0.23%0.56%Q2 2016Q2 202311
RDA Financial Network 11110.17%0.19%0.21%Q1 2019Q3 202111
KESTRA PRIVATE WEALTH SERVICES, LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
Quadrature Capital Ltd 310.01%0.22%0.85%Q4 2015Q3 202311
Holistic Financial Partners 620.11%0.19%0.27%Q4 2017Q3 202311
Orion Capital Management LLC 1010.04%0.05%0.06%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.01%Q1 2018Q3 202011
Concord Wealth Partners 740.00%0.00%0.01%Q4 2020Q3 202311
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 11110.03%0.04%0.05%Q1 2021Q3 202311
Point72 Asset Management, L.P. 510.01%0.19%0.50%Q1 2016Q3 202311
EQUITEC SPECIALISTS, LLC 610.01%0.95%2.64%Q3 2018Q4 202011
Castle Rock Wealth Management, LLC 11110.09%0.15%0.21%Q3 2020Q1 202311
Cullen Capital Management, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
BRIGHTON JONES LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Nachman Norwood & Parrott, Inc 11110.03%0.05%0.07%Q4 2018Q2 202111
Blue Chip Wealth Management, Inc. 11110.39%0.59%0.71%Q1 2018Q3 202011
Highstreet Asset Management Inc. 11110.00%0.20%0.37%Q2 2017Q4 201911
KWB Wealth 830.03%0.04%0.05%Q4 2020Q3 202311
BAKER TILLY WEALTH MANAGEMENT, LLC 11110.08%0.18%0.29%Q1 2021Q3 202311
Cornerstone Wealth Management, LLC 620.00%0.03%0.04%Q2 2018Q3 202311
CENTERSQUARE INVESTMENT MANAGEMENT LLC 11110.00%0.00%0.00%Q1 2018Q3 202011
CSM Advisors, LLC 11110.08%0.11%0.23%Q1 2021Q3 202311
Spectrum Asset Management, Inc. (NB/CA) 11110.81%1.23%1.52%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.00%0.00%0.01%Q4 2017Q2 202011
Ariel Investments 11110.02%0.22%0.39%Q3 2016Q1 201911
Hennion & Walsh Asset Management, Inc. 11110.04%0.13%0.25%Q1 2021Q3 202311
New Harbor Financial Group, LLC 880.00%0.05%0.10%Q4 2014Q3 201611
ExodusPoint Capital Management, LP 310.02%0.08%0.17%Q2 2019Q2 202310
Sanders Capital, LLC 10101.23%1.33%1.50%Q4 2010Q1 201310
Index Management Solutions, LLC 10100.00%0.02%0.03%Q2 2013Q3 201510
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
Formidable Asset Management, LLC 820.02%0.03%0.03%Q3 2013Q1 201610
WELCH & FORBES LLC 420.00%0.00%0.01%Q1 2019Q3 202210
Knights of Columbus Asset Advisors LLC 10100.21%0.42%0.87%Q4 2017Q1 202010
BEACH INVESTMENT COUNSEL INC/PA 10101.07%1.66%2.56%Q3 2015Q4 201710
Capital Planning Advisors, LLC 550.11%0.24%0.38%Q4 2014Q4 201710
Deseret Mutual Benefit Administrators 10100.03%0.04%0.05%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Pinnacle Summer Investments, Inc. 10100.00%0.00%0.00%Q3 2013Q4 201510
Lucia Wealth Services, LLC 730.01%0.01%0.02%Q1 2018Q3 202010
WealthTrust Fairport, LLC 510.00%0.00%0.00%Q3 2013Q1 201910
Taylor Hoffman Wealth Management 910.10%0.32%0.38%Q4 2017Q2 202010
WealthTrust Axiom LLC 10100.07%0.08%0.10%Q1 2021Q2 202310
IEQ CAPITAL, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Xact Kapitalforvaltning AB 10100.04%0.06%0.07%Q3 2016Q4 201810
GREEN ARROW CAPITAL MANAGEMENT LLC 10101.21%2.68%4.19%Q2 2013Q3 201510
TCTC Holdings, LLC 910.00%0.00%0.00%Q3 2020Q3 202310
Horan Securities, Inc. 730.00%0.00%0.00%Q4 2020Q2 202310
Aevitas Wealth Management, Inc. 640.02%0.08%0.17%Q4 2017Q4 202210
DUBUQUE BANK & TRUST CO 640.00%0.00%0.01%Q4 2014Q2 201810
HC FINANCIAL ADVISORS INC 10100.01%0.01%0.02%Q1 2020Q2 202210
Beach Investment Management, LLC. 10101.36%2.38%4.16%Q3 2015Q4 201710
CARILLON TOWER ADVISERS, INC. 10100.06%0.11%0.14%Q4 2017Q1 202010
Amundi 10100.02%0.05%0.08%Q2 2021Q3 202310
Fieldpoint Private Securities, LLC 710.01%0.03%0.08%Q1 2017Q2 202210
GW HENSSLER & ASSOCIATES LTD 910.02%1.14%1.54%Q4 2019Q3 202310
HARBOUR INVESTMENTS, INC. 640.02%0.02%0.02%Q1 2021Q3 202310
CITY NATIONAL BANK 10100.05%0.06%0.08%Q2 2013Q3 201510
IndexIQ Advisors LLC 10100.00%0.02%0.03%Q4 2019Q1 202210
Perpetual Ltd 310.02%0.61%2.22%Q2 2016Q3 202310
Ziegler Capital Management, LLC 820.01%0.11%0.53%Q2 2013Q4 202110
Cowen Prime Advisors LLC 910.04%0.05%0.07%Q2 2020Q2 202310
ANCHOR CAPITAL ADVISORS LLC 10100.01%0.89%2.03%Q2 2013Q3 201510
BALDWIN BROTHERS LLC/MA 510.00%0.01%0.01%Q2 2016Q4 202310
B. Riley Wealth Management, Inc. 10100.00%0.18%0.27%Q1 2020Q2 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
MIROVA 730.01%0.05%0.08%Q3 2020Q1 202310
Frisch Financial Group, Inc. 820.11%0.14%0.20%Q1 2021Q3 202310
Human Investing LLC 10100.00%0.00%0.00%Q4 2018Q1 202110
Vanguard Personalized Indexing Management, LLC 10100.04%0.10%0.13%Q2 2021Q3 202310
FORTEM FINANCIAL GROUP, LLC 820.12%1.02%1.42%Q3 2020Q3 202310
OLD NATIONAL BANCORP /IN/ 610.01%0.03%0.05%Q2 2014Q3 202310
Antonetti Capital Management LLC 910.02%0.03%0.04%Q2 2010Q3 202310
QUANTRES ASSET MANAGEMENT Ltd 510.16%0.45%1.38%Q4 2014Q4 201810
HIGH POINTE CAPITAL MANAGEMENT LLC 10100.58%1.64%2.06%Q4 2015Q1 201810
Lowe Wealth Advisors, LLC 10100.00%0.00%0.00%Q1 2019Q2 202110
Truvestments Capital LLC 510.00%0.06%0.10%Q3 2018Q4 202210
Hillsdale Investment Management Inc. 10100.03%0.05%0.07%Q2 2013Q3 201510
ETRADE Capital Management LLC 10100.01%0.04%0.06%Q2 2018Q3 202010
Ten Capital Wealth Advisors, LLC 10100.01%0.02%0.03%Q4 2020Q1 202310
WINTON GROUP Ltd 410.00%0.22%1.93%Q2 2014Q3 202310
PineBridge Investments, L.P. 310.00%0.03%0.14%Q1 2016Q2 202310
CORNERSTONE ADVISORS INC 720.04%0.08%0.18%Q2 2016Q1 20199
626 Financial, LLC 810.18%0.27%0.36%Q1 2021Q3 20239
Dorsey & Whitney Trust CO LLC 310.04%0.05%0.09%Q2 2013Q1 20209
Grove Bank & Trust 540.01%0.03%0.07%Q4 2016Q3 20239
Lee Financial Co 510.00%0.01%0.02%Q4 2019Q4 20229
Integrated Wealth Management 990.16%0.22%0.35%Q1 2015Q1 20179
STONNINGTON GROUP, LLC 990.04%0.07%0.09%Q1 2021Q1 20239
CARLSON CAPITAL L P 410.04%0.49%0.86%Q3 2013Q4 20199
Csenge Advisory Group 710.00%0.03%0.04%Q3 2018Q3 20239
Edge Wealth Management LLC 720.01%0.01%0.01%Q2 2013Q3 20179
Robertson Stephens Wealth Management, LLC 630.02%0.02%0.04%Q1 2021Q3 20239
TDAM USA INC. 990.02%0.10%0.32%Q2 2013Q2 20159
TIVERTON ASSET MANAGEMENT LLC 990.01%0.01%0.01%Q3 2017Q3 20199
Paradigm Financial Partners, LLC 990.10%0.20%0.25%Q3 2021Q3 20239
NWAM LLC 510.03%0.14%0.17%Q3 2012Q3 20239
OPUS INVESTMENT MANAGEMENT INC 540.11%0.23%0.44%Q1 2018Q3 20229
OLD SECOND NATIONAL BANK OF AURORA 710.00%0.00%0.01%Q4 2017Q3 20239
CVA Family Office, LLC 720.01%0.02%0.03%Q1 2021Q2 20239
GOULD ASSET MANAGEMENT LLC /CA/ 990.27%0.28%0.29%Q2 2013Q2 20159
EMFO, LLC 990.04%0.05%0.05%Q3 2021Q3 20239
Evolution Wealth Advisors, LLC 630.00%0.00%0.00%Q2 2019Q3 20219
MAI Capital Management 810.00%0.01%0.01%Q4 2019Q3 20239
TOWNSQUARE CAPITAL LLC 990.01%0.03%0.05%Q3 2021Q3 20239
BB&T SECURITIES, LLC 810.00%0.01%0.01%Q2 2017Q3 20199
BENJAMIN EDWARDS INC 990.01%0.02%0.03%Q3 2021Q3 20239
Strategic Investment Advisors / MI 990.18%0.22%0.26%Q3 2021Q3 20239
Old North State Trust, LLC 630.07%0.08%0.09%Q3 2018Q1 20219
TOEWS CORP /ADV 210.05%0.34%0.76%Q2 2016Q3 20239
Burt Wealth Advisors 990.00%0.01%0.02%Q4 2014Q4 20169
Mandatum Life Insurance Co Ltd 990.04%0.11%0.16%Q4 2015Q4 20179
Principal Street Partners, LLC 990.08%0.13%0.22%Q2 2019Q2 20219
TOMPKINS FINANCIAL CORP 540.01%0.02%0.03%Q1 2018Q4 20229
JACOBS & CO/CA 420.02%0.03%0.04%Q2 2019Q3 20229
Quantitative Systematic Strategies LLC 310.09%0.22%0.47%Q3 2014Q2 20219
Belpointe Asset Management LLC 810.01%0.02%0.04%Q4 2019Q1 20239
PARK AVENUE SECURITIES LLC 610.01%0.02%0.03%Q2 2020Q3 20239
Lehman Financial Resources, Inc. 990.00%0.01%0.04%Q2 2013Q2 20159
LUMINUS MANAGEMENT LLC 320.37%1.15%2.29%Q2 2013Q4 20189
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.00%0.12%0.45%Q1 2014Q2 20209
Rice Partnership, LLC 630.07%0.73%1.63%Q4 2020Q3 20239
Itau Unibanco Holding S.A. 510.00%0.02%0.04%Q1 2017Q1 20239
Rothschild & Co Wealth Management UK Ltd 990.01%0.05%0.08%Q1 2014Q1 20169
STEEL GROVE CAPITAL ADVISORS, LLC 990.04%0.06%0.09%Q4 2016Q4 20189
Impax Asset Management Group plc 990.01%0.05%0.12%Q3 2018Q3 20209
Cohen Klingenstein LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Moors & Cabot, Inc. 990.04%0.05%0.07%Q1 2014Q1 20169
Capital Group Private Client Services, Inc. 990.44%0.57%0.73%Q3 2021Q3 20239
PAYDEN & RYGEL 990.00%0.00%0.01%Q2 2013Q2 20159
VIVID FINANCIAL MANAGEMENT, INC. 990.32%0.47%0.92%Q4 2019Q4 20219
JACOBS LEVY EQUITY MANAGEMENT, INC 520.00%0.06%0.17%Q2 2015Q2 20219
MANAGED ACCOUNT ADVISORS LLC 990.04%0.07%0.10%Q2 2013Q2 20159
GRIFFIN ASSET MANAGEMENT, INC. 990.59%0.71%1.06%Q2 2017Q2 20199
Bremer Bank National Association 990.06%0.07%0.10%Q1 2019Q1 20219
CIBC WORLD MARKET INC. 310.00%0.00%0.00%Q4 2017Q2 20229
Passport Capital, LLC 540.27%0.93%2.01%Q2 2013Q3 20169
Wealthspire Advisors, LLC 510.00%0.01%0.02%Q4 2018Q3 20239
Hodges Capital Management Inc. 810.01%0.03%0.12%Q3 2020Q3 20239
NuWave Investment Management, LLC 310.01%0.17%0.63%Q3 2018Q3 20229
ETF MANAGERS GROUP, LLC 990.00%0.03%0.06%Q3 2018Q3 20209
Unigestion Holding SA 710.08%0.20%0.37%Q3 2019Q3 20239
Qtron Investments LLC 630.07%0.19%0.44%Q2 2019Q2 20239
Foundations Investment Advisors, LLC 990.01%0.06%0.12%Q3 2021Q3 20239
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 990.90%1.10%1.62%Q4 2014Q4 20169
Siemens Fonds Invest GmbH 990.03%0.04%0.05%Q3 2021Q3 20239
Omega Financial Group, LLC 990.13%0.15%0.16%Q3 2021Q3 20239
Carnegie Capital Asset Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Independent Advisor Alliance 320.02%0.02%0.03%Q3 2020Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.03%0.05%0.07%Q1 2019Q4 20208
Archer Investment Corp 880.01%0.02%0.02%Q4 2021Q3 20238
Soros Fund Management 410.01%0.05%0.11%Q4 2015Q3 20238
Busey Bank 210.01%0.02%0.04%Q2 2013Q3 20238
CHICAGO EQUITY PARTNERS LLC 410.01%0.03%0.07%Q4 2014Q1 20208
ZACKS INVESTMENT MANAGEMENT 880.01%0.01%0.01%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
STEWART & PATTEN CO LLC 410.04%0.04%0.04%Q2 2014Q3 20228
MOORE CAPITAL MANAGEMENT, LP 310.01%0.11%0.29%Q1 2014Q4 20228
Lloyd Advisory Services, LLC. 880.00%0.01%0.01%Q2 2020Q1 20228
Alan B Lancz & Associates, Inc. 880.49%0.65%0.76%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
Cross Staff Investments Inc 880.33%0.42%0.47%Q4 2021Q3 20238
TI-TRUST, INC 880.71%0.86%0.98%Q4 2021Q3 20238
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.01%Q4 2021Q3 20238
Estabrook Capital Management 880.00%0.00%0.00%Q4 2021Q3 20238
Firestone Capital Management 880.02%0.03%0.03%Q4 2019Q3 20218
VERUS CAPITAL PARTNERS, LLC 710.14%0.20%0.25%Q1 2020Q3 20238
Stonegate Investment Group, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Graypoint LLC 710.03%0.03%0.04%Q2 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.04%0.06%0.09%Q4 2021Q3 20238
MKT Advisors LLC 881.05%1.34%1.56%Q4 2021Q3 20238
Jump Financial, LLC 510.02%0.08%0.32%Q3 2020Q3 20238
Ranch Capital Advisors Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
Beck Bode, LLC 620.02%3.35%4.31%Q2 2019Q2 20218
Von Berge Wealth Management Group, LLC 880.24%0.28%0.32%Q4 2021Q3 20238
Williams Jones Wealth Management, LLC. 620.00%0.00%0.01%Q3 2019Q3 20238
Marcum Wealth, LLC 710.03%0.03%0.05%Q3 2021Q3 20238
BI Asset Management Fondsmaeglerselskab A/S 620.01%0.02%0.04%Q2 2019Q3 20238
WEXFORD CAPITAL LP 310.18%0.51%1.18%Q2 2013Q3 20238
Covestor Ltd 880.02%0.04%0.15%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 880.37%0.54%0.64%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.05%0.10%0.19%Q4 2021Q3 20238
Core Alternative Capital 880.00%0.01%0.02%Q4 2021Q3 20238
Realta Investment Advisors 420.01%0.03%0.04%Q1 2019Q3 20238
VANCE WEALTH, INC. 880.17%0.30%0.60%Q4 2021Q3 20238
Santa Fe Partners LLC 620.09%0.18%0.35%Q4 2013Q4 20158
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.07%0.11%Q4 2021Q3 20238
Marion Wealth Management 880.20%0.30%0.35%Q4 2021Q3 20238
Capital Advisors, Ltd. LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Golden State Wealth Management, LLC 410.07%0.11%0.16%Q1 2019Q4 20218
Quent Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Ascent Group, LLC 880.16%0.19%0.20%Q4 2021Q3 20238
Metis Global Partners, LLC 880.10%0.12%0.14%Q4 2021Q3 20238
TWINBEECH CAPITAL LP 310.04%0.36%1.06%Q2 2020Q4 20228
Sequoia Financial Advisors, LLC 880.01%0.04%0.09%Q4 2021Q3 20238
Leo H. Evart, Inc. 880.33%0.51%0.60%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
West Wealth Group, LLC 880.26%0.35%0.41%Q4 2021Q3 20238
Presidio Capital Management, LLC 880.20%0.24%0.29%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 880.26%0.63%1.64%Q4 2021Q3 20238
AIA Group Ltd 880.01%0.09%0.16%Q4 2021Q3 20238
Claar Advisors LLC 880.17%0.87%2.77%Q2 2018Q1 20208
XTX Topco Ltd 310.07%0.14%0.22%Q1 2021Q3 20238
Sompo Asset Management Co., Ltd. 530.05%0.15%0.48%Q4 2017Q3 20238
PICTET ASSET MANAGEMENT SA 880.41%0.54%0.62%Q3 2021Q2 20238
NewEdge Wealth, LLC 880.01%0.06%0.08%Q4 2021Q3 20238
BANQUE PICTET & CIE SA 880.01%0.02%0.02%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.11%0.12%0.14%Q4 2014Q3 20168
BOSTON PRIVATE BANK & TRUST CO 880.01%0.02%0.03%Q2 2013Q1 20158
ELEMENT CAPITAL MANAGEMENT LLC 410.04%0.22%0.45%Q3 2015Q3 20238
Capital World Investors 880.01%0.01%0.02%Q3 2018Q2 20208
CITY HOLDING CO 710.00%0.00%0.00%Q4 2014Q4 20208
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
VIKING FUND MANAGEMENT LLC 880.23%0.37%0.44%Q1 2018Q4 20198
Larson Financial Group LLC 880.00%0.11%0.21%Q4 2021Q3 20238
Baltimore-Washington Financial Advisors, Inc. 880.03%0.03%0.03%Q4 2013Q3 20158
GUARDIAN INVESTOR SERVICES LLC 880.12%0.13%0.14%Q2 2013Q1 20158
Sequoia Wealth Management, LLC 880.18%0.26%0.59%Q4 2017Q3 20198
Foresight Wealth Management, LLC 880.01%0.19%0.33%Q4 2020Q3 20228
Rehmann Capital Advisory Group 710.01%0.13%0.94%Q1 2009Q3 20198
JCIC Asset Management Inc. 880.00%0.00%0.00%Q1 2018Q4 20198
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 880.16%0.22%0.28%Q4 2021Q3 20238
Krane Funds Advisors LLC 420.00%0.02%0.04%Q2 2019Q3 20238
TD Waterhouse Canada Inc. 880.00%0.04%0.05%Q4 2021Q3 20238
PrairieView Partners, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Bell & Brown Wealth Advisors, LLC 710.21%0.42%0.48%Q1 2019Q3 20218
Avantax Planning Partners, Inc. 610.00%0.01%0.02%Q1 2018Q3 20238
SimpliFi, Inc. 710.10%0.11%0.12%Q4 2019Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.03%Q4 2021Q3 20238
AlphaOne Investment Services, LLC 880.00%0.01%0.03%Q4 2017Q3 20198
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 620.00%0.01%0.04%Q4 2019Q4 20218
EverSource Wealth Advisors, LLC 880.02%0.04%0.07%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.02%0.07%0.10%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.17%0.18%0.19%Q1 2017Q4 20188
Alpha Paradigm Partners, LLC 880.02%0.07%0.21%Q1 2021Q4 20228
HRT FINANCIAL LP 210.01%0.09%0.25%Q1 2018Q2 20238
Freestone Capital Holdings, LLC 510.01%0.08%0.49%Q3 2013Q2 20228
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.01%Q2 2013Q1 20158
APPLETON PARTNERS INC/MA 880.02%0.04%0.06%Q1 2022Q4 20238
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 310.01%0.06%0.12%Q2 2019Q3 20238
Versor Investments LP 610.01%0.05%0.11%Q1 2020Q2 20228
KING LUTHER CAPITAL MANAGEMENT CORP 620.00%0.00%0.00%Q2 2013Q3 20238
Optimal Asset Management, Inc. 880.32%0.46%0.59%Q4 2019Q3 20218
COLONY GROUP LLC 530.00%0.00%0.01%Q4 2013Q4 20158
My Legacy Advisors, LLC 770.20%0.26%0.30%Q1 2022Q3 20237
PARNASSUS INVESTMENTS, LLC 771.07%1.69%1.98%Q2 2017Q4 20187
DARK FOREST CAPITAL MANAGEMENT LP 510.00%0.04%0.22%Q2 2021Q2 20237
Eagle Bay Advisors LLC 430.00%0.00%0.01%Q2 2021Q1 20237
Bank of New Hampshire 770.01%0.01%0.01%Q1 2022Q3 20237
US Asset Management LLC 430.30%0.36%0.40%Q3 2021Q2 20237
Bluefin Trading, LLC 210.00%0.01%0.03%Q2 2014Q2 20187
Wedmont Private Capital 770.03%0.05%0.07%Q1 2022Q3 20237
Absolute Return Capital, LLC 770.11%0.29%0.71%Q1 2014Q3 20157
Financial Connections Group, Inc. 770.02%0.03%0.04%Q4 2021Q2 20237
Point72 Middle East FZE 440.00%0.07%0.23%Q4 2022Q3 20237
HB Wealth Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
REGATTA CAPITAL GROUP, LLC 520.07%0.08%0.10%Q4 2021Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.06%0.08%Q2 2013Q4 20147
Beacon Capital Management, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.09%0.12%0.13%Q1 2022Q3 20237
ASB Consultores, LLC 520.09%0.13%0.18%Q4 2021Q3 20237
EULAV Asset Management 770.08%0.12%0.16%Q2 2013Q4 20147
Mendel Money Management 770.13%0.21%0.26%Q1 2022Q3 20237
Eagle Capital Management, LLC 770.49%1.27%1.72%Q4 2013Q2 20157
American National Registered Investment Advisor, Inc. 770.32%0.38%0.43%Q3 2020Q1 20227
LVW Advisors, LLC 770.06%0.09%0.12%Q3 2021Q1 20237
SCHNIEDERS CAPITAL MANAGEMENT LLC 770.13%0.15%0.16%Q1 2021Q3 20227
AMERICAN NATIONAL INSURANCE CO 770.25%0.29%0.35%Q3 2020Q1 20227
Nelson Capital Management, LLC 770.03%0.03%0.03%Q2 2013Q4 20147
LMR Partners LLP 110.00%0.07%0.15%Q2 2014Q3 20237
Wellington Shields & Co., LLC 770.05%0.06%0.10%Q1 2022Q3 20237
abrdn Investment Management Ltd 770.00%0.00%0.01%Q2 2013Q4 20147
BRINKER CAPITAL INC 610.03%0.06%0.07%Q2 2018Q2 20207
DONALDSON CAPITAL MANAGEMENT, LLC 770.03%0.04%0.05%Q2 2013Q4 20147
AMERICAFIRST CAPITAL MANAGEMENT, LLC 320.02%0.57%1.10%Q4 2014Q3 20177
SYMPHONY ASSET MANAGEMENT LLC 610.04%0.08%0.11%Q3 2014Q1 20187
Hamilton Capital, LLC 770.10%0.11%0.14%Q4 2017Q2 20197
Evercore Trust Company, N.A. 773.31%3.70%4.12%Q1 2016Q3 20177
Moisand Fitzgerald Tamayo, LLC 520.00%0.00%0.01%Q3 2017Q3 20237
Lenox Wealth Management, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
Jackson, Grant Investment Advisers, Inc. 310.00%0.02%0.04%Q4 2015Q2 20237
Alberta Investment Management Corp 430.01%0.03%0.08%Q1 2020Q3 20237
20/20 Capital Management, Inc. 770.10%0.14%0.20%Q4 2019Q2 20217
Railway Pension Investments Ltd 770.02%0.05%0.08%Q4 2018Q2 20207
RobecoSam USA, Inc. 410.26%0.65%1.21%Q4 2013Q3 20167
Dynamic Capital Management Ltd 210.06%0.40%1.26%Q3 2013Q3 20187
NewSquare Capital LLC 310.00%0.00%0.00%Q2 2020Q3 20237
CHURCHILL MANAGEMENT Corp 520.01%0.15%0.49%Q2 2017Q4 20197
Phoenix Holdings Ltd. 770.04%0.08%0.12%Q1 2022Q3 20237
Fisher Asset Management, LLC 310.00%0.00%0.00%Q3 2017Q3 20237
MONETA GROUP INVESTMENT ADVISORS LLC 310.01%0.01%0.02%Q3 2015Q3 20237
SRS Capital Advisors, Inc. 770.00%0.00%0.00%Q4 2016Q2 20187
DC Investments Management, LLC 310.11%0.50%1.57%Q4 2017Q2 20217
Summit Global Investments 770.16%0.25%0.30%Q2 2018Q4 20197
Edge Advisors, LLC 770.00%0.02%0.03%Q4 2016Q2 20187
Avestar Capital, LLC 770.02%0.02%0.03%Q4 2017Q2 20197
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Caption Management, LLC 210.00%0.06%0.14%Q2 2021Q1 20237
GIRARD SECURITIES, INC. 770.23%0.34%0.52%Q1 2016Q3 20177
QUALCOMM INC/DE 770.14%0.24%0.41%Q2 2013Q4 20147
Epstein & White Financial LLC 770.21%0.26%0.37%Q4 2019Q2 20217
Bogart Wealth, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Laurion Capital Management LP 210.00%0.02%0.05%Q1 2017Q1 20227
Arlington Partners LLC 310.00%0.00%0.01%Q4 2018Q3 20237
FLPUTNAM INVESTMENT MANAGEMENT CO 770.05%0.06%0.08%Q1 2022Q3 20237
AMG National Trust Bank 770.01%0.01%0.01%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.06%0.07%0.09%Q2 2018Q1 20207
MHI Funds, LLC 770.11%0.15%0.19%Q4 2017Q2 20197
SECURITY NATIONAL TRUST CO 310.00%0.00%0.00%Q2 2014Q1 20207
6 Meridian 320.02%0.04%0.06%Q1 2018Q4 20217
MACROVIEW INVESTMENT MANAGEMENT LLC 410.00%0.00%0.01%Q2 2013Q3 20237
Rossmore Private Capital 610.03%0.05%0.14%Q4 2017Q3 20237
PREMIER ASSET MANAGEMENT LLC 770.06%0.10%0.19%Q4 2020Q2 20227
FORA Capital, LLC 410.01%0.22%0.68%Q4 2019Q2 20237
Laurel Wealth Advisors LLC 520.00%0.00%0.00%Q4 2018Q3 20207
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 770.00%0.01%0.01%Q4 2015Q2 20177
Fulcrum Asset Management LLP 610.26%0.68%1.46%Q2 2020Q1 20227
Riverview Trust Co 770.03%0.05%0.06%Q1 2022Q3 20237
Perpetual Investment Management Ltd 770.03%0.04%0.04%Q2 2021Q4 20227
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 770.20%0.28%0.36%Q4 2018Q2 20207
Zions Trust, National Association 770.02%0.02%0.02%Q2 2013Q4 20147
AMERICAN NATIONAL BANK 770.00%0.00%0.00%Q4 2021Q2 20237
Sagefield Capital LP 770.49%0.69%0.92%Q1 2022Q3 20237
Leelyn Smith, LLC 610.00%0.01%0.01%Q4 2019Q4 20227
Weaver Consulting Group 770.03%0.05%0.08%Q1 2019Q3 20207
HAZLETT, BURT & WATSON, INC. 770.01%0.01%0.01%Q1 2022Q3 20237
Savior LLC 770.02%0.02%0.04%Q4 2019Q2 20217
Calvert Investment Management, Inc. 770.12%0.23%0.37%Q2 2015Q4 20167
Capital Innovations LLC 770.24%0.39%0.64%Q1 2015Q3 20167
Timber Hill LLC 310.00%0.03%0.11%Q3 2013Q4 20177
Ergoteles LLC 310.01%0.09%0.35%Q3 2020Q2 20237
Placemark Investments, Inc. 770.02%0.04%0.05%Q2 2013Q4 20147
MUFG Securities EMEA plc 210.00%0.15%0.41%Q3 2017Q3 20217
Parkwood LLC 610.04%0.06%0.09%Q4 2014Q1 20177
44 WEALTH MANAGEMENT LLC 610.13%0.18%0.22%Q4 2020Q2 20237
Marshall Wace North America L.P. 210.00%0.02%0.08%Q2 2018Q1 20217
SHAPIRO ROBERT N 770.01%0.01%0.01%Q2 2013Q4 20147
CoreFirst Bank & Trust 770.02%0.02%0.03%Q4 2020Q2 20227
Continuum Advisory, LLC 770.07%0.08%0.10%Q1 2022Q3 20237
GROUP ONE TRADING, L.P. 210.00%0.00%0.01%Q3 2013Q2 20216
State of Wyoming 660.00%0.01%0.01%Q2 2022Q3 20236
InterOcean Capital Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.06%Q3 2020Q3 20236
Coston, McIsaac & Partners 660.02%0.02%0.03%Q2 2022Q3 20236
Catamount Wealth Management 660.02%0.02%0.03%Q4 2017Q1 20196
Ellis Investment Partners, LLC 660.00%0.01%0.03%Q3 2019Q4 20206
HL FINANCIAL SERVICES LLC 510.01%0.01%0.01%Q2 2013Q4 20146
BLB&B Advisors, LLC 660.12%0.13%0.16%Q2 2013Q3 20146
Avalon Investment & Advisory 660.44%0.51%0.58%Q4 2021Q1 20236
JASINKIEWICZ CAPITAL MANAGEMENT, LP 660.41%1.19%2.92%Q4 2013Q1 20156
Heartland Bank & Trust Co 420.31%0.36%0.50%Q4 2020Q3 20236
Epoch Investment Partners, Inc. 660.01%0.01%0.02%Q1 2022Q2 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
CALTON & ASSOCIATES, INC. 210.04%0.08%0.17%Q4 2017Q4 20226
MinichMacGregor Wealth Management, LLC 420.00%0.00%0.00%Q2 2016Q4 20176
BARDIN HILL MANAGEMENT PARTNERS LP 660.22%0.84%1.26%Q3 2014Q4 20156
ELLINGTON MANAGEMENT GROUP LLC 210.03%0.18%0.44%Q2 2013Q1 20176
Price Wealth, LLC 310.00%0.00%0.01%Q4 2017Q3 20206
Y-Intercept (Hong Kong) Ltd 310.06%0.16%0.32%Q4 2020Q2 20236
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
Corundum Group, Inc. 310.22%0.49%0.94%Q2 2014Q4 20176
Van Hulzen Asset Management, LLC 310.11%0.17%0.24%Q4 2014Q4 20166
Weiss Asset Management LP 110.02%0.47%1.08%Q2 2019Q3 20236
Machina Capital S.A.S. 210.21%0.57%1.18%Q4 2019Q3 20236
McAdams Wright Ragen, Inc. 660.03%0.03%0.03%Q2 2013Q3 20146
ICA Group Wealth Management, LLC 660.02%0.03%0.04%Q1 2022Q2 20236
Blueshift Asset Management, LLC 310.02%0.15%0.31%Q2 2020Q4 20226
HALL LAURIE J TRUSTEE 510.01%0.01%0.02%Q4 2019Q3 20216
Altshuler Shaham Ltd 310.00%0.00%0.01%Q1 2018Q3 20226
NatWest Group plc 660.00%0.02%0.05%Q2 2013Q3 20146
Euclid Advisors LLC 310.02%0.29%0.57%Q2 2013Q2 20166
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
American Trust Investment Advisors, LLC 663.35%3.89%4.82%Q2 2015Q3 20166
Monument Capital Management 420.01%0.04%0.08%Q4 2017Q2 20226
Corsicana & Co. 660.05%0.06%0.08%Q2 2021Q3 20226
CenturyLink Investment Management Co 420.62%0.64%0.67%Q1 2016Q3 20176
Atlas Private Wealth Management, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
Lloyds Banking Group plc 660.02%0.11%0.16%Q2 2013Q3 20146
Sunbelt Securities, Inc. 310.02%0.05%0.07%Q4 2016Q3 20236
ALPHASIMPLEX GROUP, LLC 330.16%0.55%1.44%Q4 2018Q4 20206
Freedman Financial Associates, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
REINHART PARTNERS, LLC. 420.02%0.02%0.02%Q2 2013Q1 20156
Rise Advisors, LLC 660.00%0.01%0.01%Q4 2021Q1 20236
Global Wealth Management Investment Advisory, Inc. 420.00%0.00%0.00%Q4 2018Q2 20226
PFG Private Wealth Management, LLC 660.11%0.14%0.16%Q2 2022Q3 20236
PFG Advisors 420.02%0.06%0.08%Q2 2019Q2 20236
STOCK YARDS BANK & TRUST CO 660.05%0.05%0.06%Q2 2022Q3 20236
Cedar Mountain Advisors, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
GERMAN AMERICAN BANCORP, INC. 660.06%0.07%0.08%Q2 2019Q3 20206
GoalVest Advisory LLC 420.00%0.00%0.01%Q1 2022Q4 20236
Summit X, LLC 660.07%0.08%0.08%Q1 2022Q2 20236
Jackson Wealth Management, LLC 510.07%0.58%1.57%Q4 2014Q1 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.08%0.09%0.11%Q2 2022Q3 20236
TIAA, FSB 510.00%0.00%0.01%Q2 2017Q2 20236
Kingsview Wealth Management, LLC 660.01%0.02%0.04%Q2 2022Q3 20236
Fortress Wealth Management, Inc. 660.14%0.18%0.20%Q4 2021Q1 20236
Blackstone Inc. 330.01%0.26%0.68%Q2 2020Q3 20236
DUALITY ADVISERS, LP 210.05%0.17%0.32%Q2 2019Q3 20226
Natixis Investment Managers International 210.01%0.05%0.10%Q4 2014Q1 20226
AIGEN INVESTMENT MANAGEMENT, LP 310.02%0.06%0.13%Q3 2020Q4 20226
1919 Investment Counsel, LLC 660.00%0.00%0.01%Q2 2013Q3 20146
Platform Technology Partners 510.10%0.21%0.28%Q4 2019Q1 20226
SEI TRUST CO 660.04%0.07%0.10%Q2 2013Q3 20146
Ferris Capital, LLC 510.01%0.01%0.01%Q2 2017Q1 20196
KMS FINANCIAL SERVICES, INC 660.04%0.06%0.09%Q2 2013Q3 20146
Householder Group Estate & Retirement Specialist, LLC 410.10%0.12%0.14%Q4 2021Q3 20236
Karp Capital Management Corp 410.01%0.04%0.10%Q4 2014Q4 20186
Atria Wealth Solutions, Inc. 510.03%0.03%0.04%Q1 2022Q3 20236
GENERAL ELECTRIC CO 660.01%0.14%0.73%Q1 2015Q2 20166
Bangor Savings Bank 660.01%0.01%0.01%Q2 2022Q3 20236
Nikko Asset Management Americas, Inc. 330.02%0.04%0.04%Q4 2014Q3 20166
Beaumont Financial Partners, LLC 330.02%0.02%0.02%Q2 2019Q3 20226
Gibraltar Capital Management, Inc. 660.24%0.28%0.33%Q1 2021Q2 20226
Fiera Capital Corp 420.00%0.00%0.01%Q1 2019Q4 20206
SUMITOMO MITSUI FINANCIAL GROUP, INC. 410.00%0.01%0.04%Q1 2019Q4 20226
Covea Finance 661.27%1.80%2.01%Q3 2022Q4 20236
Royal Fund Management, LLC 660.00%0.01%0.01%Q1 2017Q2 20186
Golden State Equity Partners 330.27%0.38%0.58%Q3 2021Q3 20236
Coann Capital LLC 513.52%5.76%9.16%Q4 2020Q3 20226
Eudaimonia Partners, LLC 660.02%0.04%0.06%Q4 2019Q1 20216
U.S. Capital Wealth Advisors, LLC 660.00%0.12%0.28%Q3 2021Q4 20226
New Millennium Group LLC 660.10%0.15%0.19%Q2 2022Q3 20236
Czech National Bank 660.12%0.13%0.16%Q3 2022Q4 20236
INTECH INVESTMENT MANAGEMENT LLC 660.03%0.09%0.14%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.02%0.03%0.04%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.51%0.54%0.60%Q2 2013Q3 20146
Parametric Risk Advisors LLC 660.02%0.03%0.04%Q2 2013Q3 20146
Midwest Wealth Management Inc. 660.59%0.71%0.99%Q4 2020Q1 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.03%0.04%0.04%Q4 2020Q1 20226
MADISON INVESTMENT HOLDINGS INC 660.28%0.39%0.44%Q2 2018Q3 20196
Hirtle Callaghan & Co LLC 660.00%0.00%0.01%Q3 2013Q4 20146
Colonial Trust Co / SC 550.05%0.06%0.09%Q3 2022Q3 20235
Quaero Capital S.A. 550.69%1.48%1.72%Q3 2022Q3 20235
Wilmington Funds Management Corp 550.03%0.05%0.06%Q2 2013Q2 20145
ALBERT D MASON INC 550.17%0.61%1.08%Q2 2014Q2 20155
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Harfst & Associates, Inc. 320.01%0.01%0.01%Q2 2015Q2 20175
Echo Street Capital Management LLC 310.00%0.00%0.01%Q4 2020Q2 20235
THOMPSON DAVIS & CO., INC. 320.01%0.02%0.03%Q2 2016Q3 20175
WESTFIELD CAPITAL MANAGEMENT CO LP 410.00%0.00%0.00%Q2 2014Q1 20165
FOSTER DYKEMA CABOT & CO INC/MA 320.01%0.01%0.02%Q2 2022Q3 20235
Virtus Investment Advisers, Inc. 550.06%0.19%0.32%Q3 2016Q3 20175
PDT Partners, LLC 210.06%0.11%0.20%Q1 2014Q4 20215
Capital Investment Advisory Services, LLC 550.05%0.10%0.15%Q2 2019Q2 20205
SELDON CAPITAL LP 550.01%0.01%0.01%Q4 2021Q4 20225
Worth Asset Management, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.05%0.10%Q1 2020Q1 20235
DT Investment Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Andesa Financial Management Inc. 550.25%0.27%0.29%Q4 2018Q4 20195
Addison Advisors LLC 550.00%0.00%0.00%Q4 2021Q4 20225
W.H. Cornerstone Investments Inc. 550.76%0.82%0.88%Q3 2022Q3 20235
Wahed Invest LLC 550.23%0.29%0.33%Q2 2022Q2 20235
LBA Wealth Management, LLC 550.01%0.01%0.01%Q4 2015Q4 20165
JAMES INVESTMENT RESEARCH INC 550.52%0.65%0.79%Q3 2022Q3 20235
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
Bridgewater Advisors Inc. 550.08%0.09%0.11%Q2 2021Q2 20225
Osborn Williams & Donohoe LLC 550.13%0.15%0.16%Q1 2019Q1 20205
DODGE & COX 410.00%0.00%0.00%Q2 2014Q2 20165
Alyeska Investment Group, L.P. 550.01%0.27%0.47%Q4 2014Q4 20155
DAVENPORT & Co LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Winfield Associates, Inc. 550.01%0.01%0.01%Q4 2016Q4 20175
FRONTIER INVESTMENT MGMT CO 550.02%0.02%0.03%Q2 2019Q2 20205
TUCKER ASSET MANAGEMENT LLC 550.08%0.09%0.10%Q3 2022Q3 20235
NORTHWEST WEALTH MANAGEMENT, LLC 550.04%0.04%0.05%Q1 2018Q1 20195
Pearl River Capital, LLC 410.07%0.45%1.29%Q1 2020Q3 20215
Park Avenue Institutional Advisers LLC 550.12%0.13%0.14%Q2 2015Q2 20165
Aaron Wealth Advisors LLC 410.01%0.06%0.08%Q1 2022Q3 20235
Gupta Wealth Management LLC 550.04%0.04%0.06%Q1 2015Q1 20165
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q4 2015Q2 20235
BARROW HANLEY MEWHINNEY & STRAUSS LLC 550.00%0.00%0.00%Q1 2017Q1 20185
DeDora Capital, Inc. 320.16%0.27%0.44%Q4 2017Q2 20195
CHILDRESS CAPITAL ADVISORS, LLC 410.03%0.07%0.09%Q4 2020Q4 20225
Omnia Family Wealth, LLC 320.00%0.02%0.05%Q4 2016Q1 20195
Total Clarity Wealth Management, Inc. 210.02%0.03%0.04%Q4 2019Q2 20225
Procyon Advisors, LLC 320.01%0.09%0.28%Q4 2019Q3 20235
BEACON TRUST CO 550.04%0.04%0.04%Q1 2014Q1 20155
America First Investment Advisors, LLC 550.01%0.01%0.02%Q2 2013Q2 20145
TLP GROUP LLC 210.00%0.12%0.39%Q2 2016Q2 20185
BALASA DINVERNO & FOLTZ LLC 210.01%0.02%0.03%Q3 2014Q3 20225
Tortoise Investment Management, LLC 550.02%0.03%0.05%Q3 2022Q3 20235
Voya Financial Advisors, Inc. 550.01%0.01%0.02%Q1 2020Q1 20215
SouthState Corp 550.00%0.00%0.00%Q3 2021Q3 20225
Alta Advisers Ltd 550.07%0.08%0.08%Q3 2022Q3 20235
Buffington Mohr McNeal 410.00%0.08%0.12%Q3 2013Q1 20195
Aurora Private Wealth, Inc. 550.18%0.20%0.25%Q4 2019Q4 20205
Pensionfund DSM Netherlands 320.00%0.27%0.49%Q4 2015Q4 20215
Neo Ivy Capital Management 110.03%0.33%0.63%Q1 2019Q2 20235
Perennial Investment Advisors, LLC 550.06%0.10%0.14%Q3 2022Q3 20235
Gryphon Financial Partners LLC 310.02%0.05%0.12%Q4 2017Q4 20225
Kaizen Advisory, LLC 550.02%0.04%0.06%Q4 2017Q4 20185
CERTUITY, LLC 550.02%0.03%0.05%Q3 2022Q3 20235
Welch Group, LLC 550.02%0.02%0.03%Q2 2014Q2 20155
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.01%0.05%Q1 2017Q3 20205
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.02%0.03%0.05%Q3 2018Q3 20235
BRIDGES INVESTMENT MANAGEMENT INC 550.03%0.03%0.04%Q1 2018Q1 20195
Financial Engines Advisors L.L.C. 320.00%0.00%0.01%Q2 2018Q2 20235
SMITH HAYES Advisers, Inc 550.06%0.08%0.11%Q2 2013Q2 20145
Western Pacific Wealth Management, LP 550.04%0.06%0.08%Q3 2022Q3 20235
Avion Wealth 550.00%0.00%0.00%Q3 2022Q3 20235
Castleton Investment Management LLC 210.60%2.01%4.36%Q2 2016Q1 20195
Sierra Capital LLC 550.01%0.01%0.01%Q4 2021Q4 20225
STERNE AGEE GROUP, INC. 550.30%0.32%0.34%Q1 2014Q1 20155
HABERER REGISTERED INVESTMENT ADVISOR INC 550.00%0.01%0.02%Q1 2014Q1 20155
NorthRock Partners, LLC 550.02%0.03%0.04%Q1 2022Q1 20235
Harvest Fund Management Co., Ltd 550.00%0.00%0.01%Q3 2022Q3 20235
tru Independence LLC 550.00%0.00%0.00%Q4 2019Q4 20205
ALPS ADVISORS INC 210.00%0.01%0.01%Q3 2018Q4 20205
ADVISOR PARTNERS II, LLC 550.09%0.11%0.14%Q3 2022Q3 20235
Transamerica Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
Waverly Advisors, LLC 550.00%0.04%0.06%Q3 2013Q3 20145
Peregrine Asset Advisers, Inc. 550.08%0.18%0.32%Q4 2018Q4 20195
Wilmington Trust Investment Management, LLC 550.06%0.08%0.10%Q2 2013Q2 20145
GPS Wealth Strategies Group, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
MILES CAPITAL, INC. 410.12%0.23%0.30%Q4 2016Q1 20205
WestEnd Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Polar Asset Management Partners Inc. 410.00%0.01%0.01%Q3 2020Q4 20215
Rathbones Group PLC 550.01%0.01%0.01%Q2 2020Q2 20215
IMPAX ASSET MANAGEMENT LLC 550.01%0.03%0.05%Q2 2017Q2 20185
Freedom Investment Management, Inc. 410.02%0.15%0.21%Q2 2021Q4 20225
NFJ INVESTMENT GROUP, LLC 550.28%0.30%0.33%Q1 2021Q1 20225
Enhancing Capital LLC 441.34%1.59%1.69%Q4 2021Q3 20224
First Bank & Trust 310.00%0.00%0.00%Q2 2019Q2 20224
DECADE CAPITAL MANAGEMENT LLC 440.01%0.94%1.72%Q2 2013Q1 20144
Regal Wealth Group, Inc. 440.04%0.04%0.04%Q2 2020Q1 20214
WealthTrust-Arizona, LLC 440.03%0.03%0.04%Q1 2018Q4 20184
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Hartford Funds Management Co LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Camarda Financial Advisors, LLC 210.00%0.02%0.06%Q4 2016Q2 20194
Shelter Harbor Advisors, LP 212.07%5.34%9.04%Q1 2018Q2 20194
TFO Wealth Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Algebris (UK) Ltd 440.18%0.23%0.28%Q4 2022Q3 20234
TRILLIUM ASSET MANAGEMENT, LLC 310.02%0.10%0.34%Q4 2014Q4 20154
CLINTON GROUP INC 110.07%0.26%0.53%Q2 2015Q4 20174
Ameritas Investment Company, LLC 220.00%0.02%0.08%Q3 2019Q1 20214
1 NORTH WEALTH SERVICES LLC 220.01%0.02%0.02%Q4 2018Q4 20194
Centennial Wealth Advisory LLC 440.11%0.13%0.14%Q1 2022Q4 20224
Tanglewood Legacy Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Crabel Capital Management, LLC 440.20%0.26%0.29%Q1 2019Q4 20194
Security National Bank 440.78%0.86%0.90%Q1 2017Q4 20174
Centenus Global Management, LP 210.45%0.97%1.63%Q3 2018Q4 20194
Lebenthal Asset Management, LLC 440.46%0.49%0.52%Q2 2016Q1 20174
Hexavest Inc. 220.01%0.08%0.14%Q1 2017Q3 20214
Intersect Capital LLC 220.10%0.13%0.16%Q4 2014Q2 20164
AGF MANAGEMENT LTD 440.04%0.05%0.05%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
HAP Trading, LLC 210.00%0.03%0.10%Q4 2013Q2 20194
Bank of Kentucky, Inc. 440.00%0.00%0.00%Q2 2014Q1 20154
Huber Financial Advisors, LLC 440.29%0.35%0.39%Q4 2017Q3 20184
ClariVest Asset Management LLC 310.00%0.00%0.00%Q1 2020Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
CAUSEWAY CAPITAL MANAGEMENT LLC 440.98%0.99%1.03%Q1 2021Q4 20214
Crewe Advisors LLC 310.00%0.00%0.00%Q3 2020Q4 20224
Princeton Alpha Management LP 440.09%0.23%0.50%Q2 2015Q1 20164
Chesapeake Wealth Management 440.11%0.13%0.15%Q4 2022Q3 20234
TELEMUS CAPITAL, LLC 310.02%0.02%0.02%Q1 2022Q1 20234
Diligent Investors, LLC 440.11%0.17%0.22%Q4 2022Q3 20234
JOYN Advisors, Inc. 440.00%0.01%0.02%Q1 2018Q4 20184
CORNERCAP INVESTMENT COUNSEL INC 310.11%0.35%0.49%Q1 2020Q1 20224
Certified Advisory Corp 310.00%0.00%0.00%Q4 2019Q1 20214
Empowered Funds, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Institute for Wealth Management, LLC. 310.04%0.05%0.06%Q2 2019Q1 20224
Signature Wealth Management Group 440.00%0.00%0.01%Q4 2017Q3 20184
PRING TURNER CAPITAL GROUP INC 440.20%0.25%0.30%Q4 2022Q3 20234
Nexus Asset Management LLC 441.79%2.57%3.16%Q4 2013Q3 20144
Numeric Investors LLC 210.00%0.01%0.01%Q3 2014Q4 20174
PETRA FINANCIAL ADVISORS INC 440.32%0.40%0.49%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
FIRST FINANCIAL CORP /IN/ 310.00%0.00%0.01%Q2 2020Q1 20234
BlueCrest Capital Management LLP 440.05%0.17%0.43%Q3 2013Q2 20144
Brand Asset Management Group, Inc. 440.01%0.01%0.01%Q1 2019Q4 20194
Axiom Investment Management LLC 310.06%0.07%0.08%Q4 2018Q3 20224
JUPITER ASSET MANAGEMENT LTD 440.11%0.42%0.63%Q2 2022Q1 20234
ELLIOTT MANAGEMENT CORP 440.43%5.96%8.96%Q2 2018Q1 20194
Quantinno Capital Management LP 440.02%0.03%0.03%Q4 2022Q3 20234
Wakefield Asset Management LLLP 221.05%1.13%1.22%Q2 2020Q4 20224
Campbell & CO Investment Adviser LLC 110.34%0.76%1.61%Q2 2015Q2 20224
Bellecapital International Ltd. 310.08%0.10%0.14%Q1 2020Q1 20234
Tilt Investment Management Holdings, PBC 440.16%0.18%0.20%Q4 2022Q3 20234
PRIO WEALTH LIMITED PARTNERSHIP 440.01%0.01%0.01%Q1 2014Q4 20144
Progressive Investment Management Corp 440.42%1.19%2.06%Q4 2014Q3 20154
Claro Advisors LLC 310.01%0.13%0.19%Q4 2018Q3 20234
AHL Partners LLP 220.02%0.19%0.66%Q1 2016Q4 20174
Destiny Wealth Partners, LLC 310.00%0.01%0.05%Q1 2021Q4 20224
HOWARD WEALTH MANAGEMENT, LLC 210.13%0.16%0.21%Q4 2019Q4 20224
USCA RIA LLC 210.20%0.25%0.34%Q1 2018Q2 20214
Windsor Creek Advisors, LLC 440.08%0.40%0.88%Q2 2020Q1 20214
Capital Group Investment Management Pte. Ltd. 440.11%0.13%0.15%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Edge Capital Group, LLC 440.00%0.04%0.16%Q2 2022Q1 20234
Crosspoint Capital Strategies, LLC 440.00%0.03%0.06%Q4 2014Q3 20154
Princeton Global Asset Management LLC 210.00%0.01%0.03%Q4 2019Q1 20224
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
LBP AM SA 440.12%0.15%0.19%Q4 2022Q3 20234
EII CAPITAL MANAGEMENT, INC. 440.04%0.04%0.04%Q1 2018Q4 20184
SageView Advisory Group, LLC 440.26%0.32%0.39%Q4 2022Q3 20234
Citizens Business Bank 440.05%0.06%0.07%Q1 2021Q4 20214
Corient Private Wealth LLC 440.05%0.08%0.11%Q4 2022Q3 20234
Center For Asset Management LLC 220.15%0.35%0.52%Q4 2021Q3 20234
Resurgent Financial Advisors LLC 440.06%0.09%0.10%Q4 2022Q3 20234
James J. Burns & Company, LLC 440.05%0.07%0.09%Q3 2022Q2 20234
HBK INVESTMENTS L P 310.01%0.02%0.03%Q4 2013Q4 20154
LGT Group Foundation 440.16%0.18%0.22%Q4 2022Q3 20234
Schechter Investment Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.12%0.20%0.30%Q4 2022Q3 20234
Ausbil Investment Management Ltd 446.13%7.12%8.24%Q4 2022Q3 20234
FIRST HORIZON CORP 440.00%0.00%0.01%Q3 2020Q2 20214
Barrett Asset Management, LLC 440.00%0.00%0.00%Q3 2013Q2 20144
DAYMARK WEALTH PARTNERS, LLC 440.02%0.04%0.06%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.07%0.09%0.12%Q4 2022Q3 20234
Venture Visionary Partners LLC 210.01%0.01%0.02%Q1 2021Q2 20224
PHILLIPS FINANCIAL MANAGEMENT, LLC 310.02%0.02%0.02%Q1 2022Q1 20234
Creative Capital Management Investments LLC 440.08%0.10%0.12%Q4 2022Q3 20234
AlphaMark Advisors, LLC 310.00%0.00%0.01%Q4 2016Q4 20174
FDO Partners, LLC 310.07%0.28%0.51%Q4 2015Q3 20174
Beaumont Financial Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
JDM Financial Group LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Applied Finance Capital Management, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
CINCINNATI INSURANCE CO 440.00%0.01%0.03%Q4 2019Q3 20204
F&C Asset Management plc 440.02%0.02%0.02%Q2 2013Q1 20144
Pine River Capital Management L.P. 220.00%0.01%0.02%Q2 2014Q2 20154
AMJ Financial Wealth Management 440.47%0.97%2.28%Q1 2022Q4 20224
Cypress Capital Group 440.07%0.09%0.12%Q1 2022Q4 20224
Parametrica Management Ltd 110.15%0.27%0.38%Q1 2017Q3 20204
Teilinger Capital Ltd. 211.66%14.35%49.02%Q1 2019Q3 20234
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 440.01%0.01%0.01%Q2 2013Q1 20144
Wealth Quarterback LLC 220.01%0.02%0.02%Q4 2019Q3 20214
SYSTM Wealth Solutions LLC 440.03%0.05%0.08%Q4 2022Q3 20234
Graham Capital Management, L.P. 210.01%0.02%0.06%Q4 2017Q3 20234
Syntegra Private Wealth Group, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
RMR Wealth Builders 440.03%0.04%0.05%Q2 2020Q1 20214
Aquatic Capital Management LLC 310.03%0.21%0.49%Q2 2022Q2 20234
FSA Wealth Management LLC 310.04%0.06%0.07%Q4 2019Q4 20204
INNOVIS ASSET MANAGEMENT LLC 440.09%0.10%0.12%Q4 2022Q3 20234
Legg Mason Asset Management (Japan) Co., Ltd. 440.49%0.60%0.89%Q1 2021Q4 20214
Calamos Advisors LLC 210.00%0.00%0.01%Q1 2015Q1 20224
Park Place Capital Corp 440.02%0.02%0.02%Q4 2022Q3 20234
Intrua Financial, LLC 440.06%0.07%0.08%Q3 2021Q2 20224
OCCUDO QUANTITATIVE STRATEGIES LP 210.05%0.16%0.30%Q4 2021Q1 20234
Bellwether Advisors, LLC 210.14%0.42%0.95%Q3 2021Q4 20224
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Intelligence Driven Advisers, LLC 310.04%0.04%0.05%Q1 2022Q1 20234
Etesian Wealth Advisors, Inc. 440.25%0.27%0.31%Q4 2022Q3 20234
OAK HILL WEALTH ADVISORS, LLC 440.19%0.21%0.23%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.03%0.03%0.04%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.01%0.02%0.05%Q4 2022Q3 20234
Connectus Wealth, LLC 440.03%0.05%0.07%Q4 2021Q3 20224
Moreno Evelyn V 440.05%0.06%0.07%Q4 2022Q3 20234
INTEGRAL DERIVATIVES, LLC 210.00%0.01%0.02%Q4 2013Q2 20174
Wellesley Investment Partners, LLC 440.09%0.10%0.11%Q1 2017Q4 20174
SAC Capital Advisors LP 440.00%0.01%0.02%Q2 2013Q1 20144
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.01%0.01%0.01%Q3 2018Q2 20194
TIAA CREF TRUST CO FSB/MO 440.01%0.01%0.01%Q2 2016Q1 20174
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
GTS SECURITIES LLC 220.00%0.01%0.02%Q2 2023Q3 20234
Schooner Investment Group, LLC. 440.12%0.16%0.20%Q4 2014Q3 20154
Harel Insurance Investments & Financial Services Ltd. 310.00%0.00%0.01%Q2 2016Q2 20204
SPOT TRADING L.L.C. 220.01%0.02%0.04%Q2 2017Q3 20174
NAVELLIER & ASSOCIATES INC 441.37%1.91%2.17%Q4 2012Q3 20134
Cedar Wealth Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
UNIVEST FINANCIAL Corp 440.76%0.82%0.88%Q1 2020Q4 20204
HALCYON OFFSHORE ASSET MANAGEMENT LLC 440.19%0.31%0.44%Q2 2013Q1 20144
OLD MISSION CAPITAL LLC 210.02%0.04%0.10%Q1 2020Q3 20234
VONTOBEL ASSET MANAGEMENT INC 440.14%0.26%0.33%Q3 2013Q2 20144
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.86%1.05%1.15%Q4 2022Q3 20234
Winton Capital Management Ltd 440.08%0.24%0.36%Q2 2013Q1 20144
MOGY JOEL R INVESTMENT COUNSEL INC 440.03%0.03%0.03%Q1 2019Q4 20194
OPSEU Pension Plan Trust Fund 210.50%0.56%0.62%Q1 2020Q3 20223
Syverson Strege & Co 210.00%0.01%0.01%Q1 2022Q1 20233
Torch Wealth Management LLC 330.01%0.01%0.01%Q4 2013Q2 20143
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 210.01%0.01%0.01%Q3 2018Q4 20193
Stuart Chaussee & Associates, Inc. 330.00%0.00%0.00%Q2 2017Q4 20173
Cassady Schiller Wealth Management, LLC 210.00%0.01%0.02%Q4 2021Q3 20233
Bellwether Investment Group, LLC 210.06%0.07%0.08%Q2 2016Q1 20173
BURNHAM ASSET MANAGEMENT CORP /NY/ 330.08%0.12%0.15%Q4 2015Q2 20163
GLG INC. 330.06%0.07%0.09%Q2 2013Q4 20133
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.01%0.01%0.01%Q4 2019Q2 20203
Moran Wealth Management, LLC 330.60%0.61%0.62%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
PINNACLE ASSOCIATES LTD 330.01%0.01%0.01%Q3 2022Q1 20233
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.02%0.02%0.03%Q1 2019Q3 20193
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
ATTICUS WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Global Trust Asset Management, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Merriman Wealth Management, LLC 210.02%0.02%0.03%Q2 2021Q1 20223
ROWLAND CARMICHAEL ADVISORS INC /ADV 330.14%0.16%0.16%Q2 2016Q4 20163
OVERSEA-CHINESE BANKING Corp Ltd 330.01%0.01%0.02%Q4 2022Q2 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.02%0.07%0.10%Q4 2018Q3 20233
Arkadios Wealth Advisors 330.00%0.00%0.01%Q4 2019Q2 20203
Advisors Capital Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
CHECK CAPITAL MANAGEMENT INC/CA 330.01%0.01%0.01%Q1 2023Q3 20233
AXS Investments LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Kovack Advisors, Inc. 210.02%0.03%0.03%Q1 2021Q2 20223
TURNER INVESTMENTS LLC 330.05%0.09%0.11%Q1 2014Q3 20143
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Ameritas Advisory Services, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Phoenix Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
O'Shares Investment Advisers, LLC 330.24%0.25%0.28%Q4 2018Q2 20193
Greenwich Wealth Management LLC 330.02%0.02%0.02%Q3 2021Q1 20223
Delphia (USA) Inc. 330.16%0.22%0.25%Q1 2022Q3 20223
Koshinski Asset Management, Inc. 330.01%0.01%0.02%Q3 2021Q1 20223
Gallacher Capital Management LLC 330.12%0.13%0.13%Q4 2022Q2 20233
Columbia Asset Management 330.03%0.03%0.04%Q3 2018Q1 20193
Weil Company, Inc. 210.09%0.20%0.41%Q3 2019Q3 20233
JONES ROAD CAPITAL MANAGEMENT, L.P. 330.27%0.28%0.29%Q1 2021Q3 20213
Fort Point Capital Partners LLC 210.03%0.03%0.03%Q1 2022Q1 20233
Cognios Capital, LLC 330.72%0.81%0.90%Q4 2017Q2 20183
Schonfeld Group Holdings LLC 110.12%0.27%0.53%Q3 2013Q4 20153
Consolidated Portfolio Review Corp 330.16%0.18%0.21%Q1 2023Q3 20233
DEERE & CO 330.06%0.06%0.07%Q1 2016Q3 20163
MAVERICK CAPITAL LTD 210.00%0.01%0.01%Q4 2020Q3 20213
MD Financial Management Inc. 330.05%0.06%0.06%Q2 2021Q4 20213
Affiance Financial, LLC 110.07%0.10%0.11%Q4 2019Q4 20223
Lebenthal Holdings,LLC 210.07%0.25%0.50%Q4 2014Q2 20163
TIEDEMANN TRUST CO 331.06%1.41%1.61%Q4 2015Q2 20163
KANALY TRUST CO 330.00%0.00%0.00%Q2 2015Q4 20153
Daiwa SB Investments Ltd. 330.00%0.00%0.01%Q2 2013Q4 20133
HIGHFIELDS CAPITAL MANAGEMENT LP 331.12%1.18%1.23%Q2 2015Q4 20153
ROOSEVELT INVESTMENT GROUP LLC 330.08%0.49%1.18%Q2 2015Q4 20153
BREMER TRUST NATIONAL ASSOCIATION 210.06%0.09%0.12%Q1 2018Q4 20183
Rappaport Reiches Capital Management, LLC 330.08%0.09%0.11%Q4 2022Q2 20233
Enlightenment Research, LLC 110.13%0.63%1.21%Q4 2018Q2 20203
Efficient Market Advisors, LLC 330.02%0.02%0.02%Q4 2014Q2 20153
Alpine Global Management, LLC 110.03%0.07%0.10%Q4 2014Q2 20203
Blue Sky Asset Management, LLC 110.05%0.31%0.63%Q3 2017Q1 20193
Power Corp of Canada 330.04%0.05%0.06%Q3 2022Q1 20233
Engrave Wealth Partners LLC 330.05%0.06%0.07%Q4 2019Q2 20203
MPS Loria Financial Planners, LLC 210.01%0.02%0.04%Q2 2017Q1 20213
Cordatus Wealth Management LLC 331.02%1.09%1.16%Q2 2019Q4 20193
Blackstart Capital LP 213.26%4.59%5.73%Q2 2018Q4 20193
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
LEVEL FOUR ADVISORY SERVICES, LLC 330.05%0.06%0.06%Q2 2018Q4 20183
Lighthouse Investment Partners, LLC 330.89%1.01%1.19%Q1 2023Q3 20233
Lourd Capital, LLC 210.04%0.04%0.04%Q4 2017Q4 20183
J. W. Coons Advisors, LLC 210.06%0.07%0.10%Q1 2022Q1 20233
Members Trust Co 330.01%0.01%0.01%Q1 2022Q3 20223
DE BURLO GROUP INC 330.60%0.92%1.45%Q1 2016Q3 20163
PRW Wealth Management LLC 210.01%0.03%0.07%Q4 2018Q2 20213
MQS Management LLC 110.19%0.31%0.49%Q4 2021Q2 20233
Airain ltd 110.02%0.12%0.28%Q3 2013Q4 20163
Horizon Investment Services, LLC 330.28%0.30%0.32%Q3 2017Q1 20183
WEDGE CAPITAL MANAGEMENT L L P/NC 330.26%0.28%0.29%Q3 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Kozak & Associates, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
BB&T INVESTMENT SERVICES, INC. 210.00%0.00%0.00%Q1 2017Q4 20173
ALPINE WOODS CAPITAL INVESTORS, LLC 330.09%0.09%0.10%Q1 2017Q3 20173
Financial Sense Advisors, Inc. 210.20%0.23%0.28%Q2 2013Q3 20143
Atlas Private Wealth Advisors 330.00%0.00%0.00%Q1 2021Q3 20213
PRUDENT INVESTORS NETWORK, INC. 330.11%0.11%0.11%Q1 2022Q3 20223
J.Safra Asset Management Corp 330.01%0.01%0.01%Q1 2023Q3 20233
Quantamental Technologies LLC 110.02%0.37%0.68%Q4 2018Q4 20213
361 CAPITAL LLC 330.12%0.16%0.21%Q4 2019Q2 20203
Personal Wealth Partners 210.00%0.01%0.01%Q3 2019Q2 20213
Kavar Capital Partners, LLC 210.01%0.01%0.02%Q4 2013Q2 20193
Trivant Custom Portfolio Group, LLC 332.19%2.27%2.33%Q1 2023Q3 20233
Pinkerton Retirement Specialists, LLC 330.05%0.06%0.06%Q2 2016Q4 20163
AIA Investment Management Private Ltd 330.01%0.01%0.02%Q3 2019Q1 20203
Oak Thistle LLC 110.40%0.43%0.49%Q2 2022Q2 20233
Family Legacy, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
Keeley-Teton Advisors, LLC 330.04%0.04%0.04%Q3 2022Q1 20233
Pacific Sage Partners, LLC 330.06%0.07%0.07%Q4 2022Q2 20233
Smith & Howard Wealth Management, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
NorthCoast Asset Management LLC 210.06%0.11%0.15%Q4 2015Q3 20213
Essex Savings Bank 330.00%0.01%0.02%Q4 2018Q2 20193
HANSEATIC MANAGEMENT SERVICES INC 331.06%1.28%1.51%Q1 2022Q3 20223
NCM CAPITAL MANAGEMENT GROUP INC 331.30%1.34%1.39%Q1 2016Q3 20163
Signator Financial Services, Inc. 330.06%0.06%0.07%Q1 2013Q3 20133
Balboa Wealth Partners 330.08%0.13%0.16%Q3 2022Q1 20233
Advisor Resource Council 330.47%0.69%0.83%Q1 2023Q3 20233
Wealthstar Advisors, LLC 330.13%0.15%0.16%Q3 2022Q1 20233
BTG Pactual Global Asset Management Ltd 110.47%1.36%2.76%Q2 2021Q3 20233
V-Square Quantitative Management LLC 330.24%0.28%0.33%Q1 2023Q3 20233
WORLDQUANT MILLENNIUM ADVISORS LLC 210.00%0.09%0.14%Q2 2022Q3 20233
Western Wealth Management, LLC 210.03%0.05%0.07%Q2 2019Q1 20203
OSTRUM ASSET MANAGEMENT 330.12%0.13%0.15%Q1 2023Q3 20233
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Knuff & Co LLC 330.00%0.02%0.05%Q2 2020Q4 20203
WILMINGTON TRUST CO 330.01%0.01%0.01%Q2 2013Q4 20133
Covalis Capital LLP 212.94%3.87%4.71%Q3 2018Q1 20213
Vinva Investment Management Ltd 330.12%0.17%0.25%Q1 2023Q3 20233
KARLINSKI ANDREW C 330.07%0.08%0.09%Q1 2022Q3 20223
DIVIDEND ASSETS CAPITAL, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
IAMS WEALTH MANAGEMENT, LLC 330.32%0.34%0.36%Q1 2023Q3 20233
Summit Trail Advisors, LLC 210.02%0.13%0.22%Q4 2017Q1 20223
D'Orazio & Associates, Inc. 210.00%0.01%0.01%Q3 2015Q1 20183
FUKOKU MUTUAL LIFE INSURANCE Co 210.24%0.25%0.28%Q1 2014Q2 20153
Pinion Investment Advisors, LLC 330.18%0.19%0.20%Q1 2022Q3 20223
Empower Advisory Group, LLC 330.29%0.30%0.31%Q1 2023Q3 20233
NumerixS Investment Technologies Inc 110.07%0.33%0.78%Q4 2015Q4 20183
Cornerstone Planning Group LLC 210.10%0.11%0.13%Q4 2022Q3 20233
TOCQUEVILLE ASSET MANAGEMENT L.P. 330.00%0.00%0.00%Q4 2013Q2 20143
INVESTMENT HOUSE LLC 330.02%0.02%0.02%Q2 2020Q4 20203
Brookfield Public Securities Group LLC 331.38%1.51%1.76%Q3 2019Q1 20203
DAVIDSON TRUST CO 330.19%0.21%0.22%Q1 2023Q3 20233
Red Tortoise LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Corton Capital Inc. 330.10%0.21%0.27%Q1 2022Q3 20223
SPIRIT OF AMERICA MANAGEMENT CORP/NY 330.05%0.11%0.15%Q1 2023Q3 20233
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 210.02%0.04%0.05%Q2 2015Q2 20233
Column Capital Advisors, LLC 210.00%0.00%0.01%Q2 2020Q4 20223
Allen Investment Management, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
ADVISORY RESEARCH INC 110.00%0.01%0.03%Q1 2014Q2 20233
Renasant Bank 330.19%0.20%0.21%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.00%0.02%0.04%Q4 2017Q4 20183
NORTH STAR ASSET MANAGEMENT INC 210.01%0.01%0.01%Q1 2022Q1 20233
CAPITAL ONE, NATIONAL ASSOCIATION 210.02%0.04%0.05%Q2 2013Q4 20193
Cerro Pacific Wealth Advisors LLC 330.21%0.22%0.23%Q3 2022Q1 20233
Friedberg Investment Management 330.95%1.09%1.23%Q2 2015Q4 20153
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.00%0.00%0.00%Q2 2017Q4 20173
PARSONS CAPITAL MANAGEMENT INC/RI 110.02%0.03%0.04%Q2 2013Q1 20153
MANA Advisors LLC 210.13%1.12%1.82%Q4 2017Q3 20203
SG3 Management, LLC 110.01%0.02%0.06%Q4 2020Q1 20223
Catalyst Capital Advisors LLC 210.00%0.00%0.00%Q3 2014Q3 20193
Benedetti & Gucer, Inc. 330.18%0.19%0.20%Q1 2023Q3 20233
Midwest Professional Planners, LTD. 330.01%0.01%0.02%Q4 2017Q2 20183
Athanor Capital, LP 210.02%0.04%0.07%Q3 2019Q4 20203
ENDEX CAPITAL MANAGEMENT LLC 330.18%0.19%0.19%Q2 2013Q4 20133
Core Wealth Partners LLC 330.20%0.24%0.29%Q4 2022Q2 20233
WP Advisors, LLC 210.05%0.05%0.05%Q2 2018Q1 20193
CHEMICAL BANK 330.05%0.05%0.05%Q2 2013Q4 20133
Empire Financial Management Company, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
TFB Advisors LLC 330.10%0.16%0.19%Q4 2022Q2 20233
SIMON QUICK ADVISORS, LLC 210.00%0.00%0.00%Q2 2018Q1 20203
Trust Co 210.00%0.00%0.01%Q3 2017Q4 20223
Meristem Family Wealth, LLC 220.03%0.04%0.05%Q2 2021Q3 20212
Annex Advisory Services, LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Callan Capital, LLC 220.05%0.05%0.06%Q4 2014Q1 20152
M Holdings Securities, Inc. 110.03%0.12%0.21%Q1 2019Q1 20212
Itau USA Asset Management Inc. 220.01%0.02%0.02%Q2 2014Q3 20142
United Asset Strategies, Inc. 110.06%0.07%0.08%Q2 2016Q1 20182
Cerebellum GP, LLC 110.29%0.29%0.30%Q4 2019Q3 20202
Capstone Investment Advisors (Netherlands), B.V. 220.34%0.49%0.63%Q1 2017Q2 20172
Alaska Permanent Fund Corp 220.03%0.03%0.03%Q2 2023Q3 20232
Winch Advisory Services, LLC 110.00%0.13%0.25%Q3 2015Q2 20192
Miracle Mile Advisors, LLC 110.01%0.01%0.01%Q1 2022Q4 20222
SHINE INVESTMENT ADVISORY SERVICES INC 220.01%0.01%0.01%Q2 2017Q3 20172
SECOR Capital Advisors, LP 220.24%0.38%0.52%Q1 2016Q2 20162
Surevest, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Paradigm Financial Advisors, LLC 220.04%0.04%0.04%Q4 2013Q1 20142
Ground Swell Capital, LLC 220.05%0.06%0.08%Q2 2014Q3 20142
Cranbrook Wealth Management, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Clearline Capital LP 220.31%0.42%0.52%Q2 2018Q3 20182
Arete Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2018Q4 20212
Stanley-Laman Group, Ltd. 220.04%0.04%0.04%Q2 2022Q3 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
LMR Master Fund Ltd 220.09%0.14%0.19%Q2 2013Q3 20132
Perkins Coie Trust Co 110.00%0.00%0.00%Q1 2020Q3 20232
MIZUHO SECURITIES USA LLC 110.03%0.16%0.28%Q4 2016Q2 20172
Hall Kathryn A. 220.06%0.07%0.08%Q4 2014Q1 20152
STONE RUN CAPITAL, LLC 110.08%0.09%0.09%Q4 2019Q1 20222
Syntal Capital Partners, LLC 220.13%0.20%0.27%Q4 2014Q1 20152
Freemont Management S.A. 220.08%0.08%0.08%Q2 2022Q3 20222
Vollero Beach Capital Partners LLC 110.90%1.73%2.56%Q2 2015Q1 20162
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
PointState Capital LP 110.16%0.26%0.35%Q1 2017Q2 20182
Merit Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Achievement Holdings L.P. 220.69%0.73%0.78%Q4 2014Q1 20152
Ada Investment Management, LP 220.29%0.49%0.70%Q3 2015Q4 20152
Maven Securities LTD 110.01%0.01%0.02%Q2 2022Q2 20222
RFG Advisory, LLC 110.01%0.01%0.01%Q2 2022Q3 20232
Sageworth Trust Co 110.00%0.00%0.00%Q2 2020Q4 20202
True North Advisors, LLC 110.06%0.06%0.07%Q1 2022Q2 20232
DRW Securities, LLC 110.02%0.03%0.04%Q4 2017Q3 20202
Sharkey, Howes & Javer 220.03%0.03%0.03%Q1 2015Q2 20152
Manatuck Hill Partners, LLC 220.53%0.63%0.73%Q2 2014Q3 20142
Ipswich Investment Management Co., Inc. 110.02%0.03%0.03%Q1 2016Q4 20182
Gratus Capital, LLC 220.08%0.37%0.66%Q3 2015Q4 20152
Private Wealth Advisors, Inc. 220.10%0.11%0.12%Q3 2019Q4 20192
Rovida Advisors Inc. 223.62%4.07%4.52%Q2 2023Q3 20232
Convergence Investment Partners, LLC 110.01%0.04%0.06%Q3 2017Q1 20182
Indices-Pac Research Corp. 110.19%0.32%0.45%Q3 2013Q1 20142
OXFORD ASSET MANAGEMENT LLP 110.04%0.04%0.04%Q1 2017Q4 20192
Emerald Acquisition Ltd. 220.06%0.07%0.08%Q2 2016Q3 20162
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Sante Capital Fund, LP 110.74%1.39%2.05%Q1 2022Q3 20222
PATTON FUND MANAGEMENT, INC. 220.43%0.85%1.27%Q4 2019Q1 20202
Centiva Capital, LP 110.01%0.01%0.02%Q2 2022Q1 20232
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ACUITY INVESTMENT MANAGEMENT INC 220.04%0.06%0.08%Q4 2014Q1 20152
Fortis Advisors, LLC 220.20%0.21%0.23%Q1 2017Q2 20172
Ativo Capital Management LLC 220.29%0.32%0.34%Q3 2017Q4 20172
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q2 20192
Migdal Insurance & Financial Holdings Ltd. 220.00%0.00%0.00%Q1 2022Q2 20222
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Hudson Bay Capital Management LP 110.02%0.06%0.10%Q4 2018Q3 20232
MCIA Inc 220.00%0.00%0.01%Q2 2017Q3 20172
SAYA MANAGEMENT LP 229.27%10.45%11.63%Q4 2018Q1 20192
Tradeworx Inc. 110.23%0.34%0.44%Q1 2013Q1 20142
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.00%Q4 2021Q1 20222
Pinnacle Wealth Planning Services, Inc. 110.02%0.03%0.04%Q4 2020Q1 20222
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q4 2017Q3 20192
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Biechele Royce Advisors 220.08%0.08%0.08%Q2 2023Q3 20232
1st Global Advisors, Inc. 220.08%0.08%0.09%Q2 2013Q3 20132
SCP Investment, LP 110.07%0.42%0.78%Q4 2020Q3 20232
D.B. Root & Company, LLC 220.08%0.09%0.09%Q2 2023Q3 20232
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.04%0.06%Q2 2016Q3 20182
Employers Holdings, Inc. 220.21%0.21%0.22%Q1 2020Q2 20202
Dorsey Wright & Associates 110.43%0.66%0.89%Q4 2014Q2 20222
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.04%0.19%0.34%Q1 2015Q2 20192
ISLAY CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Atom Investors LP 220.24%0.33%0.43%Q4 2018Q1 20192
ELM ADVISORS, LLC 110.03%0.05%0.07%Q3 2018Q4 20202
Yaupon Capital Management LP 111.12%1.21%1.31%Q2 2021Q4 20212
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
NCM Capital Advisers, Inc. 220.02%0.02%0.02%Q1 2016Q2 20162
Allred Capital Management, LLC 110.00%0.02%0.03%Q4 2019Q1 20212
Legacy Capital Wealth Partners, LLC 110.12%0.13%0.13%Q1 2023Q3 20232
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Occidental Asset Management, LLC 220.12%0.12%0.12%Q4 2018Q1 20192
Cornerstone Wealth Group, LLC 110.38%0.58%0.78%Q4 2019Q3 20222
Enterprise Trust & Investment Co 110.00%0.02%0.03%Q2 2021Q2 20222
PSI Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Tranquility Partners, LLC 220.23%0.24%0.26%Q3 2019Q4 20192
Gyon Technologies Capital Management, LP 110.04%0.08%0.12%Q1 2021Q4 20222
Avalon Trust Co 220.00%0.00%0.00%Q1 2023Q2 20232
Pacifica Partners Inc. 220.05%0.05%0.05%Q3 2023Q4 20232
Aris Wealth Services, Inc. 220.01%0.01%0.01%Q1 2015Q2 20152
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
HBC Financial Services, PLLC 220.01%0.02%0.02%Q1 2021Q2 20212
Center for Financial Planning, Inc. 220.00%0.01%0.01%Q4 2019Q1 20202
Jane Street Holding, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
AF Advisors, Inc. 110.10%0.13%0.16%Q4 2019Q4 20202
INCEPTIONR LLC 220.30%0.37%0.45%Q2 2023Q3 20232
Jackson Creek Investment Advisors LLC 220.29%0.34%0.38%Q3 2020Q4 20202
Planned Solutions, Inc. 220.03%0.03%0.04%Q3 2020Q4 20202
ENGINE NO. 1 LLC 220.06%0.06%0.06%Q3 2021Q4 20212
STABLEFORD CAPITAL II LLC 220.36%0.38%0.39%Q2 2023Q3 20232
Alpha DNA Investment Management LLC 220.12%0.13%0.14%Q4 2020Q1 20212
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Orin Green Financial, LLC 220.21%0.22%0.23%Q4 2020Q1 20212
Coppell Advisory Solutions LLC 220.12%0.12%0.12%Q1 2023Q2 20232
Ignite Planners, LLC 110.08%0.17%0.26%Q4 2022Q3 20232
Valley Brook Capital Group, Inc. 220.11%0.11%0.11%Q4 2020Q1 20212
Paradigm, Strategies in Wealth Management, LLC 220.10%0.10%0.10%Q1 2021Q2 20212
Level Financial Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Carmel Capital Partners, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
American Trust 220.01%0.02%0.02%Q4 2022Q1 20232
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.14%0.15%0.16%Q4 2021Q1 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q2 2023Q3 20232
Psagot Value Holdings Ltd. / (Israel) 220.00%0.00%0.00%Q2 2023Q3 20232
DECADE RENEWABLE PARTNERS LP 222.07%2.93%3.80%Q2 2023Q3 20232
AXQ CAPITAL, LP 220.12%0.38%0.65%Q1 2023Q2 20232
CHASE INVESTMENT COUNSEL CORP 221.80%1.81%1.82%Q3 2019Q4 20192
MGO Private Wealth, LLC 220.11%0.13%0.15%Q3 2022Q4 20222
Hilltop Partners LLC 220.10%0.11%0.12%Q4 2022Q1 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
WealthSpring Partners, LLC 220.63%0.64%0.65%Q2 2023Q3 20232
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.48%0.48%0.49%Q3 2022Q4 20222
Quarry LP 220.02%0.02%0.02%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
Tillman Hartley LLC 220.09%0.09%0.09%Q4 2022Q1 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
ORG Partners LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Nemes Rush Group LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.03%0.05%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.97%0.98%0.98%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
ADAMS DIVERSIFIED EQUITY FUND, INC. 220.71%0.74%0.78%Q4 2022Q1 20232
Nuveen Fund Advisors, LLC 220.07%0.08%0.10%Q2 2016Q3 20162
Madison Asset Management, LLC 220.26%0.26%0.26%Q4 2019Q1 20202
SUMMITRY LLC 220.04%0.04%0.04%Q4 2018Q1 20192
PACIFIC FINANCIAL GROUP INC 110.04%0.11%0.19%Q4 2014Q3 20202
JET CAPITAL INVESTORS L P 110.25%1.24%2.23%Q4 2017Q4 20172
MAPLE SECURITIES USA INC 110.02%0.08%0.13%Q3 2013Q2 20152
CALDWELL SUTTER CAPITAL, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
STRATEGY ASSET MANAGERS LLC 220.51%0.53%0.56%Q1 2015Q2 20152
HANCOCK WHITNEY CORP 220.12%0.12%0.13%Q1 2016Q2 20162
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q2 2023Q3 20232
Western Asset Management Company, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
ORRSTOWN FINANCIAL SERVICES INC 220.00%0.00%0.00%Q1 2016Q2 20162
STANCORP INVESTMENT ADVISERS INC 220.02%0.02%0.02%Q4 2014Q1 20152
PDS Planning, Inc 220.03%0.03%0.03%Q2 2023Q3 20232
BBVA USA 220.02%0.02%0.02%Q2 2021Q3 20212
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.08%0.08%0.08%Q2 2013Q3 20132
Jupiter Investment Management Ltd 220.00%0.01%0.02%Q4 2014Q1 20152
DAVIS R M INC 220.00%0.01%0.01%Q2 2014Q3 20142
Banco Santander, S.A. 110.01%0.01%0.02%Q4 2020Q2 20212
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
NORTHERN TRUST CO OF CONNECTICUT 220.02%0.02%0.02%Q2 2013Q3 20132
Onex Canada Asset Management Inc. 220.28%0.29%0.29%Q1 2016Q2 20162
OMERS ADMINISTRATION Corp 110.02%0.03%0.05%Q1 2015Q1 20172
INGALLS & SNYDER LLC 110.02%0.04%0.06%Q2 2016Q1 20202
Litman Gregory Wealth Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Kiwi Wealth Investments Limited Partnership 220.60%0.72%0.85%Q3 2019Q4 20192
Bollard Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Capula Management Ltd 110.01%0.01%0.02%Q3 2021Q3 20212
Eos Management, L.P. 220.45%1.00%1.55%Q3 2014Q4 20142
Knowledge Leaders Capital, LLC 220.55%0.56%0.58%Q3 2022Q4 20222
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.09%0.81%1.54%Q4 2021Q4 20222
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q1 2020Q3 20202
Windsor Capital Management, LLC 110.00%0.00%0.00%Q4 2013Q3 20152
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Alternatives, Inc 110.40%0.40%0.40%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
ALETHEA CAPITAL MANAGEMENT, LLC 110.67%0.67%0.67%Q1 2018Q1 20181
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BURNEY CO/ 110.02%0.02%0.02%Q2 2019Q2 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Exchange Capital Management, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pine Valley Investments Ltd Liability Co 110.02%0.02%0.02%Q3 2023Q3 20231
OFI INVEST ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Thor Advisors, LLC 110.17%0.17%0.17%Q1 2019Q1 20191
Triangle Securities Wealth Management 110.04%0.04%0.04%Q2 2013Q2 20131
Detwiler Fenton Investment Management LLC 110.29%0.29%0.29%Q1 2013Q1 20131
Headlands Technologies LLC 110.12%0.12%0.12%Q2 2023Q2 20231
New England Investment & Retirement Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
LJI Wealth Management, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Visionary Asset Management, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Sand Hill Global Advisors, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Pictet Asset Management Holding SA 110.48%0.48%0.48%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.11%0.11%0.11%Q1 2022Q1 20221
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Annis Gardner Whiting Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Violich Capital Management, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
BOK Financial Private Wealth, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Lakeshore Financial Planning, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
NEOS Investment Management LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Retirement Planning Co of New England, Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
Empyrean Capital Partners, LP 110.52%0.52%0.52%Q4 2021Q4 20211
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q2 2013Q2 20131
Walkner Condon Financial Advisors LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Gary Goldberg Planning Services Inc 110.00%0.00%0.00%Q3 2014Q3 20141
Fondren Management LP 111.41%1.41%1.41%Q4 2018Q4 20181
Independent Portfolio Consultants, Inc. 110.00%0.00%0.00%Q1 2015Q1 20151
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
First Pacific Financial 110.17%0.17%0.17%Q4 2020Q4 20201
BRYN MAWR CAPITAL MANAGEMENT INC 110.14%0.14%0.14%Q3 2013Q3 20131
Consolidated Planning Corp 110.06%0.06%0.06%Q3 2021Q3 20211
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
Regent Peak Wealth Advisors LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Hills Bank & Trust Co 110.02%0.02%0.02%Q1 2022Q1 20221
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q3 2023Q3 20231
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
EPG Wealth Management LLC 110.00%0.00%0.00%Q1 2020Q1 20201
SCOTIA CAPITAL INC. 110.06%0.06%0.06%Q3 2013Q3 20131
Country Club Trust Company, n.a. 110.06%0.06%0.06%Q3 2013Q3 20131
Financial Designs Corp 110.25%0.25%0.25%Q3 2023Q3 20231
Houlihan Financial Resource Group, Ltd. 110.07%0.07%0.07%Q3 2020Q3 20201
Investment Research & Advisory Group, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
Minot Wealth Management LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Great Lakes Retirement, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q4 2021Q4 20211
Symphony Financial, Ltd. Co. 110.15%0.15%0.15%Q2 2021Q2 20211
Briaud Financial Planning, Inc 110.05%0.05%0.05%Q3 2023Q3 20231
Live Oak Private Wealth LLC 110.04%0.04%0.04%Q4 2021Q4 20211
TIDE POINT CAPITAL MANAGEMENT, LP 111.07%1.07%1.07%Q2 2018Q2 20181
Eclectica Asset Management LLP 110.95%0.95%0.95%Q2 2013Q2 20131
Provident Wealth Management, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Americana Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Carolina Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
SPX Gestao de Recursos Ltda 110.00%0.00%0.00%Q1 2021Q1 20211
Strategic Capital Group LLC 110.08%0.08%0.08%Q1 2014Q1 20141
Clear Creek Financial Management, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
GENWORTH FINANCIAL INC 110.05%0.05%0.05%Q2 2013Q2 20131
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q3 2013Q3 20131
ALGERT GLOBAL LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Clark Capital Management Group, Inc. 110.02%0.02%0.02%Q3 2013Q3 20131
Azimuth Capital Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Meridian Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WRAPMANAGER INC 110.06%0.06%0.06%Q1 2023Q1 20231
Hartford Financial Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
THOMASPARTNERS, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q1 2018Q1 20181
ALTERNA WEALTH MANAGEMENT, INC 110.04%0.04%0.04%Q4 2018Q4 20181
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
BRADLEY FOSTER & SARGENT INC/CT 110.01%0.01%0.01%Q3 2017Q3 20171
ALTFEST L J & CO INC 110.18%0.18%0.18%Q4 2014Q4 20141
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
WELD CAPITAL MANAGEMENT LLC 110.83%0.83%0.83%Q2 2021Q2 20211
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MENTA CAPITAL LLC 110.18%0.18%0.18%Q3 2017Q3 20171
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
F3Logic, LLC 111.19%1.19%1.19%Q3 2020Q3 20201
New Potomac Partners, LLC 110.15%0.15%0.15%Q3 2021Q3 20211
G&S Capital LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Cerrano Capital Management LP 110.64%0.64%0.64%Q4 2017Q4 20171
180 WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Crestline Management, LP 110.83%0.83%0.83%Q3 2023Q3 20231
QCM Cayman, Ltd. 110.22%0.22%0.22%Q4 2020Q4 20201
Independence Bank of Kentucky 110.00%0.00%0.00%Q3 2023Q3 20231
Banco de Sabadell, S.A 110.01%0.01%0.01%Q4 2017Q4 20171
Carmichael Hill & Associates, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
BANK OF STOCKTON 110.40%0.40%0.40%Q1 2016Q1 20161
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Virtue Capital Management, LLC 110.18%0.18%0.18%Q1 2022Q1 20221
MainStreet Investment Advisors LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SVA Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Tibra Equities Europe Ltd 110.42%0.42%0.42%Q2 2019Q2 20191
Aries Wealth Management 110.15%0.15%0.15%Q1 2022Q1 20221
OKABENA INVESTMENT SERVICES INC 110.00%0.00%0.00%Q1 2023Q1 20231
Garrett Wealth Advisory Group, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Bridgefront Capital, LLC 110.61%0.61%0.61%Q2 2023Q2 20231
DENALI ADVISORS LLC 110.36%0.36%0.36%Q2 2013Q2 20131
COOKSON PEIRCE & CO INC 110.03%0.03%0.03%Q3 2023Q3 20231
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q4 2013Q4 20131
FIRST FINANCIAL EQUITY CORPORATION 110.04%0.04%0.04%Q1 2017Q1 20171
Ovata Capital Management Ltd 110.04%0.04%0.04%Q2 2020Q2 20201
Invictus RG Pte. Ltd. 110.00%0.00%0.00%Q4 2014Q4 20141
ASSET PLANNING CORPORATION 110.04%0.04%0.04%Q4 2020Q4 20201
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.07%0.07%0.07%Q3 2020Q3 20201
Banco BTG Pactual S.A. 110.23%0.23%0.23%Q1 2016Q1 20161
NBC SECURITIES, INC. 110.49%0.49%0.49%Q3 2023Q3 20231
Measured Wealth Private Client Group, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Stifel Trust Company, N.A. 110.01%0.01%0.01%Q3 2014Q3 20141
Man Investments Ltd 110.02%0.02%0.02%Q1 2014Q1 20141
Haafor (Singapore) Pte. Ltd. 110.22%0.22%0.22%Q4 2019Q4 20191
AlphaCore Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Handelsbanken Fonder AB 110.03%0.03%0.03%Q4 2015Q4 20151
L. Roy Papp & Associates, LLP 110.07%0.07%0.07%Q1 2018Q1 20181
Global Financial Private Capital, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
J.W. COLE ADVISORS, INC. 110.08%0.08%0.08%Q3 2020Q3 20201
Donoghue Forlines LLC 110.30%0.30%0.30%Q2 2019Q2 20191
Moon Capital Management, LLC 110.22%0.22%0.22%Q2 2017Q2 20171
RITHOLTZ WEALTH MANAGEMENT 110.03%0.03%0.03%Q3 2022Q3 20221
Flaharty Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.04%0.04%0.04%Q4 2016Q4 20161
CPWM, LLC 110.05%0.05%0.05%Q2 2017Q2 20171
Farmers & Merchants Trust Co of Chambersburg PA 110.00%0.00%0.00%Q4 2021Q4 20211
WADE G W & INC 110.01%0.01%0.01%Q3 2023Q3 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Polianta Ltd 110.68%0.68%0.68%Q2 2020Q2 20201
Perella Weinberg Partners Capital Management LP 110.08%0.08%0.08%Q1 2018Q1 20181
Norway Savings Bank 110.00%0.00%0.00%Q4 2022Q4 20221
Glenview Trust Co 110.01%0.01%0.01%Q4 2022Q4 20221
Bridgeworth, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
WHITENER CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Scoria Capital Partners LP 112.90%2.90%2.90%Q1 2017Q1 20171
QUEST CAPITAL MANAGEMENT INC /ADV 110.04%0.04%0.04%Q2 2021Q2 20211
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Irish Life Investment Managers Ltd. 110.11%0.11%0.11%Q2 2013Q2 20131
Stone Ridge Asset Management LLC 110.42%0.42%0.42%Q4 2014Q4 20141
Guidant Wealth Advisors 110.01%0.01%0.01%Q2 2017Q2 20171
Horan Capital Advisors, LLC. 110.03%0.03%0.03%Q3 2020Q3 20201
Chiron Investment Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Leucadia National 110.01%0.01%0.01%Q4 2022Q4 20221
First City Capital Management, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 110.56%0.56%0.56%Q2 2017Q2 20171
COHEN & STEERS CAPITAL MANAGEMENT INC 110.41%0.41%0.41%Q1 2015Q1 20151
MFA WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Assured Investment Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Capital Directions Investment Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
PRIVATE CAPITAL MANAGEMENT INC 110.24%0.24%0.24%Q1 2017Q1 20171
Truepoint, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Cascade Investment Advisors, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
OLD POINT TRUST & FINANCIAL SERVICES N A 110.00%0.00%0.00%Q2 2023Q2 20231
MARINO, STRAM & ASSOCIATES LLC 110.14%0.14%0.14%Q2 2021Q2 20211
PERSONAL CFO SOLUTIONS, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
MARVIN & PALMER ASSOCIATES INC 111.42%1.42%1.42%Q2 2014Q2 20141
Simmons Bank 110.02%0.02%0.02%Q3 2023Q3 20231
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q3 2021Q3 20211
Oceanic Investment Management LTD 116.14%6.14%6.14%Q2 2013Q2 20131
GALAXY CAPITAL TRADING LTD 110.17%0.17%0.17%Q3 2013Q3 20131
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
Apollo Management Holdings, L.P. 110.23%0.23%0.23%Q1 2016Q1 20161
Mariner Wealth Advisors-Cincinnati, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
RPG Investment Advisory, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Allegis Investment Advisors, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q1 2016Q1 20161
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Highmount Capital, LLC 110.05%0.05%0.05%Q4 2014Q4 20141
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q2 2017Q2 20171
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Signition LP 110.39%0.39%0.39%Q2 2018Q2 20181
ANALYTIC INVESTORS, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.14%0.14%0.14%Q3 2014Q3 20141
Opera Trading Capital 110.00%0.00%0.00%Q1 2018Q1 20181
Blooom, Inc. 110.19%0.19%0.19%Q1 2022Q1 20221
Trinity Legacy Partners, LLC 110.82%0.82%0.82%Q3 2023Q3 20231
Starfire Investment Advisers, Inc. 110.18%0.18%0.18%Q4 2017Q4 20171
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
CAPITAL ONE FINANCIAL CORP 110.04%0.04%0.04%Q1 2020Q1 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
COWEN INC. 110.03%0.03%0.03%Q4 2015Q4 20151
Psagot Value Holdings Ltd. 110.01%0.01%0.01%Q3 2018Q3 20181
JAMISON EATON & WOOD INC /NJ 110.04%0.04%0.04%Q3 2013Q3 20131
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
TradeLink Capital LLC 110.93%0.93%0.93%Q2 2020Q2 20201
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.06%0.06%0.06%Q2 2016Q2 20161
State of New Jersey Common Pension Fund A 110.08%0.08%0.08%Q1 2014Q1 20141
VICUS CAPITAL 110.03%0.03%0.03%Q3 2023Q3 20231
Modera Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Tech Square Trading LP 112.87%2.87%2.87%Q4 2018Q4 20181
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
FORT, L.P. 110.02%0.02%0.02%Q4 2019Q4 20191
Daiwa Capital Markets America Inc. 110.09%0.09%0.09%Q4 2013Q4 20131
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
Acrospire Investment Management LLC 110.02%0.02%0.02%Q2 2017Q2 20171
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
BBT Capital Management, LLC 110.52%0.52%0.52%Q2 2013Q2 20131
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Godshalk Welsh Capital Management, Inc. 110.08%0.08%0.08%Q4 2014Q4 20141
ARDSLEY ADVISORY PARTNERS LP 110.26%0.26%0.26%Q3 2013Q3 20131
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
LODESTAR INVESTMENT COUNSEL LLC/IL 110.02%0.02%0.02%Q2 2019Q2 20191
ALLSTATE INVESTMENT MANAGEMENT CO 110.11%0.11%0.11%Q4 2022Q4 20221
DFPG INVESTMENTS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.47%0.47%0.47%Q3 2019Q3 20191
Salient Capital Advisors, LLC 110.40%0.40%0.40%Q3 2020Q3 20201
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
Praesidis Advisors LLC 1112.67%12.67%12.67%Q2 2013Q2 20131
Jump Trading, LLC 110.07%0.07%0.07%Q4 2017Q4 20171
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.90%0.90%0.90%Q2 2018Q2 20181
Hatteras Investment Partners, LP 113.23%3.23%3.23%Q1 2016Q1 20161
Clean Yield Group 110.00%0.00%0.00%Q1 2022Q1 20221
Bouchey Financial Group Ltd 110.03%0.03%0.03%Q1 2022Q1 20221
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
WILSEY ASSET MANAGEMENT INC 110.06%0.06%0.06%Q1 2023Q1 20231
GAM SYSTEMATIC LLP 110.03%0.03%0.03%Q2 2016Q2 20161
StoneX Group Inc. 110.27%0.27%0.27%Q2 2017Q2 20171
New England Research & Management, Inc. 110.15%0.15%0.15%Q3 2022Q3 20221
HITE Hedge Asset Management LLC 110.30%0.30%0.30%Q1 2020Q1 20201
Arosa Capital Management LP 110.62%0.62%0.62%Q1 2015Q1 20151
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Coppell Advisory Solutions Corp. 110.12%0.12%0.12%Q1 2023Q1 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
iSAM Funds (UK) Ltd 111.78%1.78%1.78%Q4 2022Q4 20221
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ADI CAPITAL MANAGEMENT LLC 111.94%1.94%1.94%Q2 2018Q2 20181
Acrisure Capital Management, LLC 110.45%0.45%0.45%Q4 2022Q4 20221
Values First Advisors, Inc. 110.01%0.01%0.01%Q1 2023Q1 20231
Mystic Asset Management, Inc. 110.19%0.19%0.19%Q4 2021Q4 20211
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Kula Investments, LLC 110.09%0.09%0.09%Q1 2023Q1 20231
James Reed Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Elkhorn Investments, LLC 110.91%0.91%0.91%Q1 2017Q1 20171
NEIRG Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Widmann Financial Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Peterson Financial Group, Inc. 110.36%0.36%0.36%Q4 2022Q4 20221
Napier Park Global Capital (US) LP 1115.33%15.33%15.33%Q1 2019Q1 20191
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.10%0.10%0.10%Q1 2014Q1 20141
Henrickson Nauta Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Paladin Advisory Group, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
GeoWealth Management, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Greenland Capital Management LP 110.47%0.47%0.47%Q1 2023Q1 20231
Hilton Capital Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Coyle Financial Counsel LLC 110.00%0.00%0.00%Q2 2018Q2 20181
VitalStone Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Manteio Capital LLC 110.86%0.86%0.86%Q4 2021Q4 20211
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
B.O.S.S. Retirement Advisors, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.50%0.50%0.50%Q4 2022Q4 20221
Fermata Advisors, LLC 110.08%0.08%0.08%Q2 2022Q2 20221
LGT Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capitolis Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Corbenic Partners LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Prossimo Advisors, LLC 110.35%0.35%0.35%Q2 2023Q2 20231
Pacific Wealth Management 110.18%0.18%0.18%Q1 2022Q1 20221
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
Concentric Capital Strategies, LP 110.04%0.04%0.04%Q3 2023Q3 20231
True Link Financial Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
West Tower Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Team Financial Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
SILVERLAKE WEALTH MANAGEMENT LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Cassia Capital Partners, LLC 110.63%0.63%0.63%Q3 2021Q3 20211
Strait & Sound Wealth Management LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Fullerton Fund Management Co Ltd. 110.07%0.07%0.07%Q4 2022Q4 20221
External links

This page lists all the filers that currently own SEMPRA ENERGY or have owned SEMPRA ENERGY in the past.