SIMON PPTY GROUP INC NEW shareholder history

Current and past SIMON PPTY GROUP INC NEW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.02%0.08%Q2 2013Q3 2023120
GOLDMAN SACHS GROUP INC 4240.00%0.05%0.20%Q1 2012Q3 2023116
BARCLAYS PLC 42420.00%0.04%0.38%Q2 2013Q3 2023113
D. E. Shaw & Co., Inc. 42420.00%0.03%0.20%Q2 2013Q3 2023111
CITIGROUP INC 42420.00%0.03%0.12%Q2 2013Q3 2023108
Walleye Trading LLC 42420.00%0.03%0.13%Q2 2013Q3 2023102
Citadel Advisors 42420.00%0.02%0.14%Q2 2013Q3 202399
CAPITAL FUND MANAGEMENT S.A. 30110.00%0.09%0.31%Q2 2013Q3 202398
JANE STREET GROUP, LLC 39390.00%0.01%0.10%Q1 2014Q3 202394
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.20%Q2 2013Q3 202394
Parallax Volatility Advisers, L.P. 2160.00%0.01%0.12%Q2 2013Q3 202392
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.03%0.16%Q2 2013Q3 202392
HSBC HOLDINGS PLC 47470.00%0.07%0.26%Q1 2012Q3 202386
Cutler Group LLC / CA 32320.00%0.02%0.27%Q4 2015Q3 202385
UBS Group AG 36360.00%0.02%0.07%Q4 2014Q3 202381
WOLVERINE TRADING, LLC 2540.00%0.02%0.07%Q2 2016Q3 202380
MILLENNIUM MANAGEMENT LLC 1620.00%0.04%0.27%Q2 2013Q3 202377
ROYAL BANK OF CANADA 42420.00%0.05%0.17%Q2 2013Q3 202376
TWO SIGMA INVESTMENTS, LP 3010.00%0.05%0.76%Q2 2013Q2 202274
Twin Tree Management, LP 1680.00%0.11%0.68%Q4 2012Q3 202372
DEUTSCHE BANK AG\ 41410.00%0.19%0.68%Q3 2013Q3 202370
CREDIT SUISSE AG/ 43430.00%0.10%0.30%Q1 2013Q3 202369
Jefferies Group LLC 28280.00%0.03%0.24%Q2 2013Q1 202067
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.03%0.13%Q4 2016Q3 202366
BANK OF MONTREAL /CAN/ 3920.00%0.04%0.13%Q2 2013Q3 202361
HUNTINGTON NATIONAL BANK 59590.01%0.18%0.37%Q1 2009Q3 202359
Resolution Capital Ltd 54540.49%13.49%30.20%Q4 2006Q1 202054
NOMURA HOLDINGS INC 1230.00%0.02%0.11%Q4 2012Q3 202354
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 25111.29%4.68%8.03%Q1 2002Q3 202054
M&T BANK CORP 42420.00%0.05%0.15%Q2 2013Q3 202354
TWO SIGMA SECURITIES, LLC 2410.00%0.04%0.26%Q2 2016Q3 202352
PEAK6 Investments LLC 21210.00%0.02%0.12%Q3 2018Q3 202352
HighTower Advisors, LLC 42420.00%0.07%0.18%Q2 2013Q3 202351
AMALGAMATED BANK 40100.05%0.20%0.45%Q4 2010Q3 202350
TWO SIGMA ADVISERS, LP 1830.00%0.08%0.46%Q2 2013Q3 202350
WELLS FARGO & COMPANY/MN 42420.00%0.03%0.06%Q2 2013Q3 202350
GLENMEDE TRUST CO NA 4210.00%0.09%0.43%Q2 2007Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.03%0.18%0.38%Q3 2011Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.07%1.95%3.64%Q3 2011Q3 202349
Paloma Partners Management Co 610.00%0.09%0.56%Q2 2013Q3 202348
MUFG Americas Holdings Corp 48480.00%0.02%0.05%Q4 2010Q3 202248
Creative Planning 3380.00%0.01%0.03%Q2 2013Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.04%0.15%0.28%Q4 2011Q3 202348
BlackRock Inc. 42420.00%0.20%0.46%Q2 2013Q3 202347
HAP Trading, LLC 1310.00%0.13%2.68%Q2 2013Q2 202346
CLEAR STREET MARKETS LLC 2010.00%0.15%0.95%Q2 2013Q3 202346
US BANCORP \DE\ 42420.00%0.04%0.08%Q2 2013Q3 202346
Allianz Asset Management GmbH 42420.00%0.04%0.11%Q2 2013Q3 202346
PEAK6 Group LLC 21210.01%0.07%0.29%Q2 2013Q2 201845
RAYMOND JAMES & ASSOCIATES 42420.00%0.04%0.10%Q2 2013Q3 202345
Nuveen Asset Management, LLC 42420.00%1.38%3.41%Q2 2013Q3 202345
MACQUARIE GROUP LTD 42420.00%0.14%0.40%Q2 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.03%Q4 2012Q3 202344
BANK OF NOVA SCOTIA 43430.00%0.03%0.13%Q1 2013Q3 202344
Pensionfund DSM Netherlands 43430.87%2.12%4.70%Q2 2013Q4 202343
CIBC WORLD MARKET INC. 42420.00%0.02%0.04%Q2 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.06%0.18%0.30%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.15%0.65%Q4 2012Q2 202343
Retirement Systems of Alabama 43430.04%0.17%0.33%Q1 2013Q3 202343
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.02%0.12%0.41%Q2 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.22%0.47%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.05%0.16%0.29%Q1 2013Q3 202343
AQR Capital Management 4210.03%0.13%0.24%Q4 2012Q3 202343
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.05%0.12%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.03%0.13%0.28%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.01%0.02%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.08%0.21%0.35%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.00%0.16%0.38%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.06%0.19%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.00%0.19%1.08%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.11%0.25%0.40%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.06%0.52%1.16%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.03%0.37%1.25%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.09%5.68%11.31%Q2 2013Q3 202342
STATE STREET CORP 42420.08%0.23%0.41%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.01%0.02%0.04%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.26%1.05%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.02%0.07%0.13%Q2 2013Q3 202342
Smithfield Trust Co 42420.00%0.01%0.02%Q2 2013Q3 202342
Korea Investment CORP 42420.03%0.16%0.43%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.01%0.08%0.18%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.07%0.21%0.36%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.00%0.02%0.05%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.04%0.13%0.21%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.09%0.32%0.61%Q2 2013Q3 202342
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 42421.54%6.66%10.59%Q2 2013Q3 202342
APG Asset Management N.V. 42420.00%0.14%0.36%Q2 2013Q3 202342
DAVIS SELECTED ADVISERS 42420.04%0.13%0.25%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.04%0.18%0.38%Q2 2013Q3 202342
Invesco Ltd. 42420.02%0.39%0.89%Q2 2013Q3 202342
SPIRIT OF AMERICA MANAGEMENT CORP/NY 42420.02%1.13%6.02%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.18%0.33%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.07%0.31%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.02%0.12%0.25%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.00%0.06%0.16%Q2 2013Q3 202342
AXA S.A. 42420.07%0.15%0.26%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.06%0.21%0.36%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.15%0.43%0.96%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.01%0.03%0.10%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.01%0.04%Q2 2013Q3 202342
MORGAN STANLEY 42420.05%0.35%0.78%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.10%0.31%0.58%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.00%0.12%0.23%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.03%0.26%0.65%Q2 2013Q3 202342
FACTORY MUTUAL INSURANCE CO 42420.25%0.54%0.83%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.08%0.32%0.65%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.01%0.05%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.00%0.23%0.73%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.04%0.14%0.36%Q2 2013Q3 202342
Utah Retirement Systems 42420.09%0.23%0.38%Q2 2013Q3 202342
Adelante Capital Management LLC 42420.00%7.86%12.54%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.08%0.44%1.30%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.03%0.11%0.51%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.21%1.21%3.97%Q2 2013Q3 202342
KBC Group NV 42420.01%0.24%0.64%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.08%0.27%0.40%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.04%0.18%0.37%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.07%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.09%0.22%0.33%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Employees Retirement System of Texas 42420.16%0.47%0.78%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.03%0.15%0.29%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.06%0.18%0.32%Q2 2013Q3 202342
TCW GROUP INC 42420.04%0.31%0.75%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%0.03%0.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.06%0.20%0.41%Q2 2013Q3 202342
Mirae Asset Global Investments Co., Ltd. 42420.01%0.03%0.09%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.02%0.08%0.17%Q2 2013Q3 202342
Rafferty Asset Management, LLC 42420.01%0.18%0.65%Q2 2013Q3 202342
STRS OHIO 42420.12%0.44%0.85%Q2 2013Q3 202342
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 42421.23%8.58%15.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.14%0.32%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.04%0.15%0.28%Q2 2013Q3 202342
Swiss National Bank 42420.06%0.19%0.39%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.11%0.24%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.01%0.09%0.26%Q2 2013Q3 202342
CONNING INC. 42420.01%0.05%0.14%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.00%0.00%0.02%Q4 2012Q1 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.06%0.18%0.32%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.02%0.05%0.08%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.41%2.01%3.88%Q2 2013Q3 202342
NORGES BANK 4020.03%0.14%0.30%Q2 2012Q4 202242
Legal & General Group Plc 42420.11%0.27%0.46%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.07%0.30%1.29%Q2 2013Q3 202342
State of Alaska, Department of Revenue 42420.11%1.99%6.35%Q2 2013Q3 202342
American Investment Services, Inc. 42420.07%0.33%0.72%Q2 2013Q3 202342
Norinchukin Bank, The 42420.01%0.08%0.18%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.00%0.14%0.46%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.03%0.14%0.22%Q2 2013Q3 202342
ProShare Advisors LLC 42420.02%0.20%0.80%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.08%0.21%0.37%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.03%0.11%0.23%Q2 2013Q3 202342
Phocas Financial Corp. 42420.15%0.24%0.34%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.10%0.21%0.33%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.01%0.06%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.07%0.20%0.34%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.09%0.82%1.66%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.00%0.06%0.55%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.03%0.20%0.81%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.03%0.13%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.01%0.08%0.24%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.14%0.77%1.70%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.02%0.42%1.07%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.04%0.08%0.16%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.02%0.13%0.33%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.06%0.26%Q2 2013Q3 202342
PGGM Investments 3751.26%3.01%5.15%Q1 2013Q3 202342
APG Asset Management US Inc. 42420.48%6.85%11.75%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.01%0.04%0.06%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.02%0.07%0.14%Q2 2013Q3 202342
ADELL HARRIMAN & CARPENTER INC 42420.05%0.55%1.56%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.04%0.16%0.46%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.05%0.15%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.13%0.31%0.50%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.05%0.36%0.79%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.04%0.14%Q2 2013Q3 202342
FIL Ltd 42420.02%0.09%0.20%Q2 2013Q3 202342
AVIVA PLC 42420.05%0.44%0.88%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.02%0.08%0.20%Q2 2013Q3 202342
FMR LLC 42420.02%0.15%0.37%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.07%0.34%Q2 2013Q3 202342
MOTCO 42420.01%0.04%0.08%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.02%0.10%0.21%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.15%0.47%0.77%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.07%0.20%0.33%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.11%0.24%Q2 2013Q3 202342
WINSLOW ASSET MANAGEMENT INC 42420.73%1.56%2.34%Q2 2013Q3 202342
COHEN & STEERS, INC. 42421.02%6.26%11.58%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.05%0.14%0.22%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.03%0.11%0.25%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.05%0.14%0.40%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.20%0.98%Q2 2013Q3 202342
DnB Asset Management AS 3920.03%0.06%0.12%Q2 2013Q4 202341
PUTNAM INVESTMENTS LLC 29120.00%0.02%0.10%Q2 2013Q3 202341
DUPONT CAPITAL MANAGEMENT CORP 41410.05%0.19%0.47%Q2 2013Q2 202341
Arizona State Retirement System 3380.05%0.15%0.31%Q1 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.02%0.21%0.37%Q2 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.00%0.01%Q2 2013Q4 202341
Cohen Klingenstein LLC 27140.01%0.06%0.12%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.07%0.21%0.37%Q3 2013Q3 202341
BOKF, NA 3290.00%0.03%0.07%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.01%0.06%0.18%Q3 2013Q3 202341
TORONTO DOMINION BANK 40400.00%0.04%0.09%Q4 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.01%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29120.00%0.02%0.07%Q2 2013Q3 202341
RAYMOND JAMES TRUST N.A. 30110.01%0.07%0.17%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.09%0.24%0.43%Q3 2013Q3 202341
ADAGE CAPITAL PARTNERS GP, L.L.C. 28130.03%0.16%0.27%Q1 2013Q3 202341
FIDUCIARY TRUST CO 41410.00%0.39%0.86%Q2 2013Q2 202341
GAM Holding AG 23180.02%0.14%0.31%Q2 2013Q3 202341
Capital Analysts, LLC 29120.00%0.14%0.64%Q4 2012Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.02%0.22%0.46%Q3 2013Q3 202341
HEITMAN REAL ESTATE SECURITIES LLC 25160.26%5.16%10.97%Q2 2013Q3 202341
D.A. DAVIDSON & CO. 27140.01%0.02%0.03%Q2 2013Q3 202341
WESTWOOD HOLDINGS GROUP INC 27140.01%0.38%0.89%Q2 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3710.01%0.03%0.09%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.05%0.13%0.23%Q4 2013Q3 202340
VIRGINIA RETIREMENT SYSTEMS ET AL 2450.23%0.60%1.10%Q2 2013Q3 202340
PineBridge Investments, L.P. 2830.00%0.27%0.67%Q2 2013Q3 202340
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 28120.01%0.06%0.15%Q2 2013Q3 202340
BLAIR WILLIAM & CO/IL 27130.00%0.01%0.03%Q2 2013Q3 202340
Presima Securities ULC 22180.06%6.25%17.99%Q2 2013Q3 202340
Kentucky Retirement Systems 3730.07%0.21%0.37%Q3 2013Q3 202340
First Horizon Advisors, Inc. 40400.00%0.01%0.03%Q4 2013Q3 202340
BESSEMER GROUP INC 40400.00%0.06%0.33%Q4 2013Q3 202340
PRUDENTIAL PLC 3370.00%0.15%0.57%Q2 2013Q3 202340
EDGAR LOMAX CO/VA 40400.36%0.57%1.04%Q4 2013Q3 202340
Andra AP-fonden 2250.02%0.20%0.35%Q2 2013Q2 202339
SHELTON CAPITAL MANAGEMENT 2720.01%0.03%0.06%Q2 2013Q3 202339
ALPINE WOODS CAPITAL INVESTORS, LLC 27120.06%0.94%2.33%Q2 2013Q3 202339
STEPHENS INC /AR/ 27120.01%0.17%0.43%Q2 2013Q3 202339
COMERICA BANK 39390.03%0.11%0.18%Q2 2013Q4 202239
Avior Wealth Management, LLC 39390.00%0.05%0.20%Q1 2014Q3 202339
GATEWAY INVESTMENT ADVISERS LLC 27120.00%0.05%0.35%Q2 2013Q3 202339
COMMERCE BANK 2630.00%0.01%0.02%Q1 2013Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.00%0.11%0.28%Q1 2014Q3 202339
INTACT INVESTMENT MANAGEMENT INC. 23160.01%0.11%0.31%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.04%0.12%0.27%Q1 2014Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.06%0.38%1.03%Q1 2014Q3 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.01%0.04%Q2 2013Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.02%0.07%0.12%Q2 2013Q4 202239
BROWN ADVISORY INC 27120.00%0.00%0.00%Q2 2013Q3 202339
TEACHER RETIREMENT SYSTEM OF TEXAS 25140.01%0.15%0.51%Q2 2013Q3 202339
Calamos Advisors LLC 38380.03%0.05%0.08%Q2 2013Q3 202238
Hudock, Inc. 38380.00%0.02%0.05%Q2 2013Q3 202238
State of New Jersey Common Pension Fund D 38380.10%0.26%0.50%Q2 2014Q3 202338
TOKIO MARINE ASSET MANAGEMENT CO LTD 26120.02%0.12%0.25%Q2 2013Q3 202338
ASSETMARK, INC 38380.00%0.05%0.28%Q2 2014Q3 202338
GSI Capital Advisors LLC 2661.52%7.42%13.49%Q2 2013Q3 202338
ATWOOD & PALMER INC 38380.00%0.00%0.01%Q2 2014Q3 202338
PEAPACK GLADSTONE FINANCIAL CORP 1740.01%0.05%0.13%Q2 2013Q3 202338
BENJAMIN F. EDWARDS & COMPANY, INC. 20180.00%0.01%0.03%Q2 2013Q3 202338
INTRUST BANK NA 38380.03%0.12%0.41%Q2 2014Q3 202338
EATON VANCE MANAGEMENT 38380.01%0.29%0.87%Q2 2013Q3 202238
MACKENZIE FINANCIAL CORP 24140.00%0.01%0.06%Q2 2013Q3 202338
ONTARIO TEACHERS PENSION PLAN BOARD 1990.00%0.06%0.16%Q2 2013Q3 202338
Rehmann Capital Advisory Group 1550.01%0.22%1.77%Q1 2010Q3 202338
JONES FINANCIAL COMPANIES LLLP 27100.00%0.00%0.01%Q2 2013Q3 202337
Tower Research Capital LLC (TRC) 2210.00%0.06%0.31%Q2 2013Q3 202337
BRADLEY FOSTER & SARGENT INC/CT 2890.01%0.07%0.17%Q2 2013Q3 202337
Laurion Capital Management LP 910.00%0.15%0.79%Q2 2013Q3 202237
Brookfield Asset Management 1710.02%1.26%3.21%Q2 2013Q3 202337
Gradient Investments LLC 3430.00%0.15%0.50%Q2 2013Q3 202337
National Pension Service 37370.07%0.21%0.35%Q3 2014Q3 202337
ADVISOR PARTNERS LLC 37370.05%0.21%0.43%Q2 2013Q2 202237
PARADIGM ASSET MANAGEMENT CO LLC 3610.05%0.59%1.09%Q2 2013Q3 202337
LOGAN CAPITAL MANAGEMENT INC 26110.00%0.02%0.04%Q2 2013Q3 202337
Carnegie Capital Asset Management, LLC 2710.01%0.06%0.16%Q2 2013Q2 202337
VICTORY CAPITAL MANAGEMENT INC 3610.00%0.02%0.14%Q3 2013Q3 202337
Candriam S.C.A. 36360.01%0.05%0.11%Q4 2014Q3 202337
IBM Retirement Fund 36360.06%0.20%0.33%Q2 2013Q1 202236
Pensionfund Sabic 36360.69%1.21%2.01%Q1 2015Q4 202336
SEI INVESTMENTS CO 36360.09%0.37%1.10%Q4 2014Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.04%0.11%0.17%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.03%0.13%0.20%Q2 2013Q1 202236
Gulf International Bank (UK) Ltd 3330.07%0.19%0.34%Q4 2013Q3 202336
Cetera Advisors LLC 3240.01%0.03%0.08%Q2 2014Q3 202336
Spectrum Management Group, LLC 36360.01%0.56%1.47%Q4 2013Q3 202236
FDx Advisors, Inc. 2610.01%0.04%0.12%Q3 2013Q3 202336
Private Advisor Group, LLC 2210.01%0.02%0.04%Q4 2013Q3 202336
AEW CAPITAL MANAGEMENT L P 2520.63%7.97%12.72%Q2 2013Q3 202336
AMP Capital Investors Ltd 36360.12%1.82%3.30%Q2 2013Q1 202236
Meiji Yasuda Life Insurance Co 36360.00%0.31%0.69%Q2 2013Q1 202236
ACADIAN ASSET MANAGEMENT LLC 1910.00%0.01%0.02%Q3 2013Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.01%0.03%0.06%Q4 2014Q3 202336
JNBA Financial Advisors 2110.00%0.01%0.02%Q2 2013Q3 202335
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 3230.00%0.04%0.12%Q2 2013Q3 202235
OPPENHEIMER & CO INC 2810.01%0.05%0.12%Q2 2013Q3 202335
ING GROEP NV 1810.00%0.22%1.18%Q1 2013Q3 202335
MONETARY MANAGEMENT GROUP INC 22130.01%0.07%0.24%Q2 2014Q3 202335
WASHINGTON TRUST Co 20150.00%0.01%0.02%Q4 2014Q3 202335
JOHNSON INVESTMENT COUNSEL INC 2780.00%0.02%0.05%Q2 2013Q3 202335
Grassi Investment Management 25100.04%0.17%0.40%Q2 2014Q3 202335
CULLINAN ASSOCIATES INC 35350.04%0.31%0.65%Q1 2015Q3 202335
CHILTON CAPITAL MANAGEMENT LLC 2780.01%2.25%4.45%Q2 2013Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.08%1.00%Q2 2013Q4 202135
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.02%0.63%2.55%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.00%0.01%Q2 2013Q4 202135
RATIONAL ADVISORS LLC 1310.00%0.21%1.40%Q1 2009Q3 202034
SIGNATUREFD, LLC 2310.00%0.02%0.05%Q2 2013Q3 202334
American Assets Investment Management, LLC 34340.18%0.93%1.75%Q2 2013Q3 202134
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.07%0.15%Q2 2015Q3 202334
Checchi Capital Advisers, LLC 22120.02%0.06%0.14%Q3 2014Q3 202334
World Asset Management Inc 34340.08%0.21%0.32%Q2 2013Q3 202134
QUADRANT CAPITAL GROUP LLC 34340.01%0.03%0.05%Q2 2015Q3 202334
ALPS ADVISORS INC 2680.00%0.02%0.05%Q2 2013Q3 202334
Baird Financial Group, Inc. 34340.01%0.03%0.09%Q2 2015Q3 202334
Tredje AP-fonden 34340.02%0.14%0.36%Q2 2015Q3 202334
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 2680.33%1.64%4.72%Q4 2013Q3 202334
EII CAPITAL MANAGEMENT, INC. 34341.83%5.88%12.56%Q2 2013Q3 202134
Capital World Investors 3310.01%0.32%0.91%Q2 2013Q2 202234
CABOT WEALTH MANAGEMENT INC 2730.03%0.09%0.15%Q2 2013Q2 202334
Squarepoint Ops LLC 1210.00%0.13%0.65%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.00%0.01%0.02%Q4 2013Q1 202234
Plante Moran Financial Advisors, LLC 1710.00%0.01%0.05%Q2 2014Q3 202333
Wellington Shields Capital Management, LLC 22110.05%0.16%0.48%Q2 2013Q3 202333
QS Investors, LLC 33330.01%0.06%0.39%Q2 2013Q2 202133
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.02%Q2 2013Q2 202133
CIBC WORLD MARKETS CORP 2820.02%0.36%4.21%Q4 2014Q3 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.04%0.17%0.37%Q2 2013Q3 202333
OAKWOOD CAPITAL MANAGEMENT LLC/CA 33330.40%0.74%1.79%Q2 2013Q2 202133
COMMERZBANK AKTIENGESELLSCHAFT /FI 2850.01%0.07%0.32%Q2 2013Q3 202333
EAGLE ASSET MANAGEMENT INC 2580.01%0.08%0.22%Q2 2013Q1 202333
HOWE & RUSLING INC 2010.00%0.00%0.01%Q2 2013Q3 202233
AMUNDI ASSET MANAGEMENT US, INC. 3210.04%0.12%0.64%Q4 2012Q1 202133
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2430.09%0.26%0.43%Q1 2014Q3 202333
CULLEN/FROST BANKERS, INC. 19140.00%0.01%0.01%Q2 2013Q3 202333
STEVENS CAPITAL MANAGEMENT LP 2730.07%0.73%1.55%Q2 2013Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.02%0.11%0.17%Q2 2013Q2 202133
Vident Investment Advisory, LLC 33330.00%0.15%0.83%Q2 2015Q2 202333
ClearBridge Investments 2940.00%0.04%0.09%Q2 2013Q4 202133
Cubist Systematic Strategies, LLC 1810.00%0.08%0.38%Q2 2014Q3 202333
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.00%0.29%0.85%Q2 2013Q2 202133
Barrett Asset Management, LLC 33330.00%0.01%0.02%Q2 2013Q2 202133
Parkside Financial Bank & Trust 33330.00%0.01%0.02%Q3 2015Q3 202333
LS Investment Advisors, LLC 33330.03%0.15%0.24%Q2 2013Q2 202133
TUDOR INVESTMENT CORP ET AL 710.01%0.07%0.55%Q4 2014Q3 202332
Perpetual Ltd 1510.02%1.29%2.35%Q1 2013Q3 202332
Gilman Hill Asset Management, LLC 2390.09%0.18%0.28%Q1 2014Q3 202332
CIBC Private Wealth Group, LLC 2210.00%0.22%0.62%Q1 2014Q3 202332
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3110.02%0.69%1.53%Q3 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.02%0.10%0.22%Q4 2015Q3 202332
American National Registered Investment Advisor, Inc. 2750.08%0.38%0.62%Q2 2013Q1 202232
Spot Trading L.L.C 1110.00%0.02%0.06%Q2 2013Q2 201632
Pacer Advisors, Inc. 32320.00%0.13%0.30%Q4 2015Q3 202332
SCOTIA CAPITAL INC. 1390.00%0.02%0.09%Q1 2015Q3 202332
Skandinaviska Enskilda Banken AB (publ) 32320.04%0.10%0.28%Q4 2015Q3 202332
Ninety One UK Ltd 32320.01%0.08%0.16%Q1 2015Q4 202232
Financial Architects, Inc 1820.00%0.01%0.08%Q2 2013Q2 202031
LINCLUDEN MANAGEMENT LTD 18130.08%0.40%0.96%Q3 2015Q3 202331
Aperio Group, LLC 31310.04%0.14%0.23%Q2 2013Q4 202031
WHALEROCK POINT PARTNERS, LLC 1040.07%0.11%0.18%Q4 2013Q3 202331
PAYDEN & RYGEL 1640.04%1.11%1.95%Q1 2014Q2 202331
Advisory Services Network, LLC 1360.00%0.02%0.08%Q2 2015Q3 202331
1832 Asset Management L.P. 2710.00%0.22%0.70%Q2 2013Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.02%0.05%Q1 2016Q3 202331
Uniplan Investment Counsel, Inc. 19120.77%3.96%7.46%Q2 2015Q3 202331
FORSTA AP-FONDEN 3010.08%0.32%0.84%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202331
MASON STREET ADVISORS, LLC 31310.05%0.15%0.26%Q2 2013Q4 202031
BROWN BROTHERS HARRIMAN & CO 1520.00%0.00%0.00%Q1 2013Q3 202331
Kistler-Tiffany Companies, LLC 1710.00%0.05%0.08%Q2 2013Q2 202330
NATIXIS 1020.00%0.11%0.36%Q3 2014Q3 202330
Renaissance Technologies 1020.01%0.11%0.26%Q2 2013Q2 202330
EXANE DERIVATIVES 30300.00%0.02%0.15%Q4 2014Q1 202230
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2610.06%0.93%1.86%Q2 2013Q1 202130
Savant Capital, LLC 1540.01%0.08%0.24%Q2 2013Q3 202330
Cordasco Financial Network 30300.01%0.31%1.56%Q1 2015Q2 202230
First Allied Advisory Services, Inc. 30300.01%0.02%0.05%Q2 2013Q3 202030
D'Orazio & Associates, Inc. 2910.00%0.01%0.03%Q4 2013Q3 202130
Raymond James Financial Services Advisors, Inc. 19110.01%0.02%0.03%Q1 2016Q3 202330
Versant Capital Management, Inc 30300.00%0.01%0.04%Q3 2016Q4 202330
ROWLANDMILLER & PARTNERS.ADV 2120.03%0.06%0.10%Q4 2014Q4 202330
RMR Advisors LLC 30301.32%3.05%4.24%Q2 2013Q3 202030
B. Riley Wealth Advisors, Inc. 1410.02%0.05%0.13%Q2 2014Q3 202330
Anchor Investment Management, LLC 2450.00%0.01%0.04%Q2 2016Q4 202329
Verition Fund Management LLC 1210.00%0.03%0.11%Q2 2013Q3 202329
Liberty Mutual Group Asset Management Inc. 2270.05%0.30%1.11%Q2 2013Q3 202329
BAMCO INC /NY/ 1620.00%0.09%0.32%Q2 2013Q4 202229
SECURITY CAPITAL RESEARCH & MANAGEMENT INC 29290.22%5.30%8.85%Q2 2013Q2 202029
Maryland Capital Management 17120.01%0.09%0.40%Q2 2013Q1 202129
AMICA MUTUAL INSURANCE CO 15140.07%0.52%0.88%Q2 2013Q1 202129
CWM, LLC 2180.00%0.00%0.00%Q2 2016Q3 202329
FIRST CITIZENS BANK & TRUST CO 2030.02%0.16%0.60%Q2 2013Q3 202329
WASHINGTON TRUST BANK 2130.00%0.02%0.03%Q1 2014Q3 202329
Johnson Financial Group, Inc. 1920.00%0.01%0.05%Q2 2013Q4 202229
Cetera Advisor Networks LLC 1310.00%0.01%0.02%Q2 2014Q3 202329
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.01%0.09%Q2 2013Q3 202329
MCF Advisors LLC 2110.00%0.00%0.00%Q4 2011Q3 202329
BP PLC 2630.03%0.20%0.38%Q4 2013Q2 202129
UNITED SERVICES AUTOMOBILE ASSOCIATION 2510.02%0.06%0.10%Q2 2013Q4 202229
NEXT Financial Group, Inc 14140.00%0.03%0.11%Q2 2014Q4 202128
IFM Investors Pty Ltd 28280.07%0.16%0.35%Q4 2016Q3 202328
VALLEY NATIONAL ADVISERS INC 28280.00%0.00%0.01%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.03%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.00%0.11%0.56%Q4 2016Q3 202328
STOCK YARDS BANK & TRUST CO 2080.01%0.03%0.05%Q1 2014Q3 202328
BANK OF THE WEST 28280.23%0.63%1.11%Q2 2013Q1 202028
ADAMS DIVERSIFIED EQUITY FUND, INC. 1640.30%0.79%1.29%Q4 2013Q1 202228
FIRST NATIONAL BANK OF OMAHA 28280.02%0.03%0.06%Q4 2016Q3 202328
People's United Financial, Inc. 2710.00%0.09%0.21%Q2 2013Q4 202128
Dai-ichi Life Insurance Company, Ltd 28280.00%0.16%0.46%Q4 2016Q3 202328
MASSMUTUAL TRUST CO FSB/ADV 2510.00%0.00%0.01%Q3 2014Q4 202328
Capital Investment Advisors, LLC 28280.01%0.15%0.55%Q1 2017Q4 202328
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.29%0.84%1.10%Q4 2016Q3 202328
ALPHA WINDWARD LLC 28280.00%0.07%0.14%Q2 2013Q1 202028
BALYASNY ASSET MANAGEMENT L.P. 710.00%0.08%0.39%Q2 2013Q3 202328
WEBSTER BANK, N. A. 28280.00%0.01%0.01%Q4 2016Q3 202328
SMITH ASSET MANAGEMENT GROUP LP 28280.00%0.14%0.42%Q2 2013Q1 202028
Russell Investments Group, Ltd. 28280.11%0.33%0.55%Q4 2016Q3 202328
Psagot Value Holdings Ltd. 16120.00%0.03%0.14%Q2 2013Q3 202128
Fiduciary Trust Co International of Pennsylvania 28280.02%0.17%0.53%Q2 2013Q1 202028
SVB WEALTH LLC 1210.00%0.01%0.04%Q4 2014Q3 202328
Bogart Wealth, LLC 28280.00%0.44%1.41%Q4 2016Q3 202328
North Star Investment Management Corp. 1740.00%0.01%0.02%Q4 2014Q3 202328
Alpha Cubed Investments, LLC 14140.02%0.04%0.10%Q3 2016Q3 202328
CADENCE CAPITAL MANAGEMENT LLC 28280.03%0.15%0.34%Q3 2013Q2 202028
CIGNA INVESTMENTS INC /NEW 28280.06%0.11%0.22%Q4 2016Q3 202328
TRUST CO OF TOLEDO NA /OH/ 27270.05%0.43%0.86%Q2 2013Q4 201927
BARINGS LLC 1510.01%0.47%2.54%Q2 2013Q2 202227
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.02%0.03%0.05%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.00%0.00%0.01%Q4 2016Q3 202327
Sarasin & Partners LLP 27270.41%1.38%2.65%Q2 2013Q4 201927
Transamerica Financial Advisors, Inc. 1910.00%0.09%0.31%Q2 2014Q3 202327
Manchester Capital Management LLC 1340.00%0.06%0.14%Q4 2014Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.02%0.05%0.12%Q1 2017Q3 202327
EVERETT HARRIS & CO /CA/ 2220.01%0.09%0.27%Q2 2013Q3 202327
OAKBROOK INVESTMENTS LLC 27270.10%0.19%0.30%Q2 2013Q4 201927
PRIVATE TRUST CO NA 1040.00%0.05%0.11%Q1 2013Q3 202327
BRUNI J V & CO /CO 27271.70%2.17%3.12%Q1 2017Q3 202327
Whitnell & Co. 27270.10%0.33%0.46%Q2 2013Q4 201927
Harvest Fund Management Co., Ltd 2250.00%0.06%0.21%Q4 2016Q3 202327
CLEARARC CAPITAL INC 27270.18%0.49%1.57%Q2 2013Q4 201927
PITCAIRN CO 1310.02%0.03%0.05%Q4 2014Q3 202327
CREATIVE FINANCIAL DESIGNS INC /ADV 14130.00%0.03%0.10%Q4 2016Q3 202327
TRUST CO OF VIRGINIA /VA 27270.03%0.06%0.10%Q2 2013Q4 201927
Cornerstone Advisors, Inc. 27270.01%0.05%0.23%Q1 2014Q3 202027
Bragg Financial Advisors, Inc 27270.02%0.05%0.07%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.01%0.06%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.01%0.02%0.05%Q1 2017Q3 202327
PARK NATIONAL CORP /OH/ 27270.02%0.04%0.06%Q2 2013Q4 201927
Stratos Wealth Partners, LTD. 1210.01%0.01%0.03%Q1 2015Q3 202327
EJF Capital LLC 2510.02%0.13%1.12%Q4 2013Q3 202327
Moors & Cabot, Inc. 1710.00%0.03%0.14%Q4 2014Q3 202327
LifePlan Financial Group, Inc 2430.01%0.12%0.20%Q3 2013Q3 202027
Amica Retiree Medical Trust 15120.11%0.56%0.97%Q4 2013Q1 202127
Municipal Employees' Retirement System of Michigan 2060.01%0.10%0.21%Q3 2013Q1 202026
MEEDER ASSET MANAGEMENT INC 1810.03%0.30%0.71%Q4 2015Q2 202326
DEARBORN PARTNERS LLC 1790.01%0.03%0.04%Q2 2013Q4 202226
Crossmark Global Holdings, Inc. 2510.04%0.10%0.13%Q3 2016Q3 202326
BBVA USA Bancshares, Inc. 2510.01%0.02%0.03%Q2 2013Q4 201926
Migdal Insurance & Financial Holdings Ltd. 15110.00%0.06%0.51%Q4 2016Q3 202326
Riggs Asset Managment Co. Inc. 2120.00%0.05%0.12%Q3 2014Q3 202326
Compagnie Lombard Odier SCmA 1510.00%0.01%0.02%Q4 2013Q3 202326
FIRST MIDWEST BANK TRUST DIVISION 26260.03%0.12%0.38%Q2 2013Q3 201926
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2330.00%0.28%1.05%Q3 2014Q3 202326
Proficio Capital Partners LLC 15110.01%0.03%0.06%Q4 2015Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.08%0.21%Q2 2013Q3 201926
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 26261.35%2.60%3.30%Q2 2017Q3 202326
Gemmer Asset Management LLC 2020.00%0.01%0.02%Q1 2015Q1 202225
Fiduciary Group LLC 1960.03%0.12%0.36%Q2 2015Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.04%0.88%1.35%Q2 2013Q2 201925
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2230.00%0.01%0.28%Q4 2016Q1 202325
abrdn plc 25250.07%0.16%0.42%Q3 2017Q3 202325
CHEMICAL BANK 25250.43%0.62%0.85%Q2 2013Q2 201925
Valeo Financial Advisors, LLC 25250.03%0.12%0.36%Q3 2017Q3 202325
Bramshill Investments, LLC 1960.02%0.14%0.50%Q2 2017Q3 202325
CREDIT AGRICOLE S A 1820.00%0.18%0.45%Q2 2013Q3 202325
Burt Wealth Advisors 25250.01%0.06%0.13%Q4 2014Q4 202025
Grantham, Mayo, Van Otterloo & Co. LLC 15100.01%0.04%0.06%Q2 2013Q3 202325
BANQUE PICTET & CIE SA 1960.01%0.02%0.05%Q3 2015Q3 202225
OppenheimerFunds, Inc. 25250.01%0.21%0.61%Q1 2013Q1 201925
HONEYWELL INTERNATIONAL INC 25250.12%1.11%6.56%Q2 2013Q2 201925
Penserra Capital Management LLC 2010.00%0.03%0.16%Q1 2016Q3 202325
CORDA Investment Management, LLC. 25250.83%1.89%2.36%Q3 2017Q3 202325
FineMark National Bank & Trust 2320.01%0.06%0.23%Q2 2013Q4 201925
FIRST NATIONAL BANK SIOUX FALLS 14110.02%0.17%0.52%Q2 2013Q3 202325
Capital Research Global Investors 25250.02%0.12%0.48%Q2 2014Q2 202025
Supplemental Annuity Collective Trust of NJ 1420.09%0.24%0.48%Q1 2014Q3 202325
MetLife Investment Management, LLC 24240.06%0.11%0.19%Q4 2017Q3 202324
Inspire Investing, LLC 24240.05%0.36%0.72%Q4 2017Q3 202324
BB&T SECURITIES, LLC 2220.01%0.09%0.20%Q2 2013Q3 201924
FARMERS TRUST CO 24240.07%0.49%1.54%Q2 2013Q1 201924
HoyleCohen, LLC 24240.42%0.92%1.78%Q4 2017Q3 202324
AdvisorNet Financial, Inc 2110.00%0.01%0.02%Q4 2017Q3 202324
NuWave Investment Management, LLC 1860.00%0.38%0.96%Q2 2013Q2 202224
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.12%0.24%0.40%Q2 2013Q1 201924
CHICAGO EQUITY PARTNERS LLC 1770.01%0.22%0.78%Q2 2013Q1 202024
AMI INVESTMENT MANAGEMENT INC 24240.64%1.23%2.31%Q4 2017Q3 202324
Horizon Kinetics 23230.01%0.01%0.02%Q2 2013Q4 201824
Douglas Lane & Associates, LLC 24240.20%0.54%0.93%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
Joel Isaacson & Co., LLC 1320.01%0.02%0.04%Q4 2012Q3 202324
REGIONS FINANCIAL CORP 1420.00%0.00%0.01%Q4 2014Q3 202324
Glassman Wealth Services 24240.00%0.01%0.01%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.06%0.12%0.23%Q4 2017Q3 202324
FOSTER & MOTLEY INC 14100.04%0.19%0.50%Q2 2013Q3 202324
TEACHERS ADVISORS, LLC 24240.24%0.51%1.01%Q2 2013Q1 201924
Strategic Global Advisors, LLC 2220.09%0.38%0.63%Q4 2014Q3 202324
CenterStar Asset Management, LLC 410.00%0.13%0.67%Q4 2017Q2 202324
NN Investment Partners Holdings N.V. 1770.01%0.52%1.21%Q1 2016Q1 202224
ROPES WEALTH ADVISORS LLC 24240.00%0.08%0.27%Q1 2015Q4 202024
Geneos Wealth Management Inc. 24240.01%0.03%0.07%Q1 2016Q4 202124
FRED ALGER MANAGEMENT, LLC 1230.00%0.06%0.33%Q2 2013Q3 202323
Steward Partners Investment Advisory, LLC 23230.01%0.04%0.06%Q1 2018Q3 202323
MARSHALL WACE, LLP 810.00%0.03%0.16%Q2 2014Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
CENTERSQUARE INVESTMENT MANAGEMENT LLC 23231.19%3.45%7.37%Q1 2018Q3 202323
D L CARLSON INVESTMENT GROUP INC 23230.58%0.80%1.10%Q2 2013Q4 201823
SIMPLEX TRADING, LLC 810.00%0.03%0.34%Q4 2014Q2 202323
Ninety One SA (PTY) Ltd 2010.12%0.53%1.59%Q3 2015Q3 202323
Bedel Financial Consulting, Inc. 23230.19%0.41%0.84%Q4 2017Q2 202323
MOODY LYNN & LIEBERSON, LLC 12110.02%0.04%0.07%Q2 2017Q3 202323
Quadrant Capital Management, LLC 23231.14%2.17%3.24%Q2 2014Q4 201923
WINTON GROUP Ltd 1210.01%0.05%0.19%Q3 2014Q1 202323
ALLSTATE CORP 2010.02%0.22%0.70%Q2 2016Q3 202323
LOEB PARTNERS CORP 23230.16%0.31%0.58%Q2 2013Q4 201823
Sigma Planning Corp 1420.01%0.03%0.06%Q2 2016Q3 202323
Silvant Capital Management LLC 23230.00%0.01%0.02%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.03%0.07%Q1 2018Q3 202323
SUNTRUST BANKS INC 1510.00%0.05%0.30%Q2 2013Q3 201923
Mount Yale Investment Advisors, LLC 23230.63%0.96%1.52%Q1 2018Q3 202323
Norway Savings Bank 23230.00%0.05%0.12%Q4 2016Q2 202223
FLAGSHIP HARBOR ADVISORS, LLC 22220.00%0.07%0.20%Q2 2018Q3 202323
Treasurer of the State of North Carolina 23230.06%0.13%0.24%Q1 2018Q3 202323
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 23230.01%0.23%0.52%Q3 2013Q1 201923
Wellington Shields & Co., LLC 1310.09%0.17%0.31%Q2 2017Q3 202323
SPC Financial, Inc. 23230.05%0.07%0.10%Q1 2014Q3 201923
NewEdge Advisors, LLC 1120.01%0.08%0.66%Q1 2015Q3 202323
BAILARD, INC. 910.01%0.05%0.14%Q2 2013Q3 202222
VAN ECK ASSOCIATES CORP 22220.01%0.05%0.09%Q2 2018Q3 202322
Gifford Fong Associates 22220.12%0.24%0.44%Q2 2018Q3 202322
SILVERCREST ASSET MANAGEMENT GROUP LLC 1750.00%0.00%0.01%Q4 2015Q1 202222
PIEDMONT INVESTMENT ADVISORS INC 2110.01%0.53%1.74%Q2 2013Q1 202022
Sound Income Strategies, LLC 22220.00%0.34%0.95%Q2 2018Q3 202322
CI INVESTMENTS INC. 22220.00%0.02%0.27%Q2 2018Q3 202322
AE Wealth Management LLC 2110.00%0.03%0.15%Q4 2017Q3 202322
Ipswich Investment Management Co., Inc. 1810.08%0.10%0.14%Q2 2013Q1 201922
AllSquare Wealth Management LLC 22220.03%0.18%0.45%Q2 2018Q3 202322
HL FINANCIAL SERVICES LLC 1810.01%0.02%0.08%Q2 2013Q1 201922
GSA CAPITAL PARTNERS LLP 610.03%0.12%0.46%Q2 2013Q3 202322
OLD SECOND NATIONAL BANK OF AURORA 22220.00%0.02%0.04%Q4 2014Q1 202022
Citizens Business Bank 1840.10%0.28%0.42%Q3 2013Q3 201922
Cerity Partners LLC 1210.00%0.07%0.44%Q1 2017Q3 202322
Connor, Clark & Lunn Investment Management Ltd. 1010.00%0.08%0.23%Q4 2014Q3 202322
OMERS ADMINISTRATION Corp 1340.03%1.01%1.71%Q4 2014Q3 202322
FIRST HAWAIIAN BANK 2110.00%0.03%0.06%Q2 2013Q3 202322
PRELUDE CAPITAL MANAGEMENT, LLC 1210.00%0.11%0.38%Q1 2013Q3 202322
J.P. Morgan Private Wealth Advisors LLC 2010.00%0.12%0.20%Q1 2015Q3 202322
MEAG MUNICH ERGO AssetManagement GmbH 21215.88%10.07%13.13%Q4 2015Q4 202021
HUDSON EDGE INVESTMENT PARTNERS INC. 21211.05%1.50%1.96%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.01%0.16%0.35%Q2 2013Q2 201821
Kemper Corp Master Retirement Trust 21210.00%0.82%1.31%Q2 2013Q2 201821
Main Street Research LLC 1510.03%0.94%2.24%Q2 2013Q4 202121
GREENLEAF TRUST 1410.00%0.01%0.02%Q3 2017Q3 202321
Achmea Investment Management B.V. 710.02%0.20%0.71%Q1 2017Q3 202321
BTC Capital Management, Inc. 21210.05%0.69%1.32%Q2 2016Q2 202121
Global Endowment Management, LP 1470.05%0.32%0.68%Q2 2013Q1 201921
TWIN CAPITAL MANAGEMENT INC 1920.03%0.13%0.35%Q3 2015Q1 202221
Bridgewater Associates 410.00%0.05%0.22%Q2 2013Q4 202221
Muzinich & Co., Inc. 1610.01%0.18%2.76%Q1 2016Q3 202321
L & S Advisors Inc 710.09%0.64%1.86%Q2 2013Q1 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
BANK HAPOALIM BM 1470.01%0.13%0.40%Q3 2016Q1 202221
Focused Wealth Management, Inc 1470.00%0.02%0.05%Q3 2013Q3 202321
Goelzer Investment Management, Inc. 1830.05%0.59%1.14%Q3 2017Q4 202221
FIDUCIARY TRUST INTERNATIONAL LLC 1320.01%21.05%29.18%Q2 2013Q1 201921
Global X Management CO LLC 21210.00%0.01%0.02%Q2 2013Q2 201821
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1010.00%0.36%1.64%Q4 2013Q3 202321
RENAISSANCE GROUP LLC 1380.01%0.01%0.02%Q1 2018Q3 202321
Mariner, LLC 1210.01%0.01%0.04%Q4 2013Q3 202321
Sculptor Capital LP 770.00%0.05%0.19%Q2 2013Q4 201421
NORDEA INVESTMENT MANAGEMENT AB 21210.01%0.38%1.28%Q3 2018Q3 202321
CAPITAL ONE, NATIONAL ASSOCIATION 21210.03%0.10%0.27%Q2 2013Q2 201821
TOMPKINS FINANCIAL CORP 1830.00%0.04%0.11%Q2 2013Q2 202321
MURPHY CAPITAL MANAGEMENT INC 1610.03%0.08%0.11%Q2 2013Q1 201921
Westside Investment Management, Inc. 1010.00%0.01%0.02%Q4 2016Q2 202321
Lindbrook Capital, LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Truvestments Capital LLC 1910.00%0.98%1.79%Q3 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.01%0.04%Q4 2013Q3 201820
Independent Order of Foresters 20205.59%7.66%9.50%Q2 2013Q1 201820
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1210.05%0.61%1.57%Q3 2014Q2 202020
Atria Investments, Inc 1420.01%0.02%0.05%Q3 2016Q3 202320
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1190.22%0.32%0.44%Q4 2016Q3 202320
WORLDQUANT MILLENNIUM ADVISORS LLC 10100.01%0.19%0.40%Q2 2018Q3 202320
AMICA PENSION FUND BOARD OF TRUSTEES 1460.44%0.72%0.98%Q2 2013Q4 201820
Sentry Investments Corp. 20200.29%0.66%1.32%Q2 2013Q1 201820
ARCADIA INVESTMENT MANAGEMENT CORP/MI 20200.00%0.04%0.07%Q2 2015Q1 202020
BerganKDV Wealth Management, LLC 20200.00%0.00%0.01%Q2 2018Q1 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.21%0.30%0.37%Q2 2013Q1 201820
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.18%0.26%0.34%Q1 2013Q4 201720
Moloney Securities Asset Management, LLC 1370.11%0.26%0.36%Q4 2016Q2 202220
Simplicity Solutions, LLC 10100.01%0.05%0.22%Q3 2017Q3 202320
Wealthfront Advisers LLC 20200.01%0.03%0.05%Q4 2018Q3 202320
New Potomac Partners, LLC 1280.00%0.54%1.79%Q4 2017Q3 202320
Redpoint Investment Management Pty Ltd 20200.14%0.34%0.48%Q4 2017Q3 202220
American Portfolios Advisors 20200.00%0.02%0.03%Q4 2017Q3 202220
Horizon Investments, LLC 1110.01%0.03%0.19%Q4 2016Q3 202320
Boston Common Asset Management, LLC 20200.00%0.34%0.71%Q2 2013Q1 201820
THOMAS WHITE INTERNATIONAL LTD 20200.04%0.09%0.20%Q2 2013Q1 201820
Quantitative Investment Management, LLC 310.04%0.24%0.57%Q1 2014Q3 202319
Avalon Investment & Advisory 19190.12%0.55%1.00%Q3 2014Q1 201919
Private Capital Group, LLC 19190.01%0.04%0.10%Q4 2017Q2 202219
MGO ONE SEVEN LLC 1120.01%0.08%0.14%Q4 2017Q3 202319
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 810.00%0.04%0.19%Q2 2017Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.12%0.22%0.40%Q2 2018Q4 202219
LOOMIS SAYLES & CO L P 1810.00%0.10%0.17%Q2 2013Q1 202219
Simmons Bank 910.02%0.07%0.19%Q1 2016Q3 202319
Ausdal Financial Partners, Inc. 1210.08%0.12%0.17%Q4 2015Q3 202319
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
BANK OF HAWAII 1320.02%0.06%0.12%Q2 2013Q1 202119
First Personal Financial Services 1540.01%0.01%0.03%Q4 2014Q4 201919
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1180.00%0.00%0.00%Q3 2015Q3 202319
Numeric Investors LLC 19190.36%0.74%1.50%Q2 2013Q4 201719
EARNEST PARTNERS LLC 1410.00%0.00%0.00%Q4 2016Q3 202319
Bridgecreek Investment Management, LLC 19190.80%1.24%1.73%Q1 2015Q3 201919
Coronation Fund Managers Ltd. 1720.01%0.48%1.38%Q4 2016Q3 202219
West Oak Capital, LLC 19190.14%0.17%0.20%Q2 2013Q4 201719
HIGHLAND CAPITAL MANAGEMENT, LLC 1120.00%0.04%0.09%Q2 2015Q2 202219
BOOTHBAY FUND MANAGEMENT, LLC 1010.01%0.06%0.16%Q2 2016Q3 202319
Cipher Capital LP 410.05%0.35%0.97%Q4 2013Q2 202319
Thomas J. Herzfeld Advisors, Inc. 1540.00%0.01%0.03%Q4 2014Q3 201919
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1010.00%0.01%0.05%Q3 2015Q3 202319
WEALTHFRONT Corp 19190.01%0.03%0.04%Q1 2014Q3 201819
MARTINGALE ASSET MANAGEMENT L P 1010.00%0.15%0.46%Q4 2014Q2 202019
Gotham Asset Management, LLC 1510.00%0.06%0.14%Q1 2017Q3 202319
SUN LIFE FINANCIAL INC 18180.00%0.33%1.71%Q4 2016Q1 202118
Covington Capital Management 1440.00%0.00%0.00%Q4 2017Q3 202218
RAY GERALD L & ASSOCIATES LTD 18180.45%0.69%0.87%Q2 2013Q3 201718
OSSIAM 1350.00%0.10%0.69%Q4 2018Q3 202318
Commonwealth Equity Services, Inc 18180.02%0.03%0.04%Q2 2013Q3 201718
AR ASSET MANAGEMENT INC 18180.08%0.56%1.13%Q1 2016Q2 202018
ATLAS CAPITAL ADVISORS LLC 1110.00%0.02%0.10%Q2 2018Q3 202318
MANNING & NAPIER ADVISORS LLC 18180.09%0.13%0.17%Q2 2013Q3 201718
LORD, ABBETT & CO. LLC 1440.00%0.17%0.45%Q2 2013Q4 201918
Sound View Wealth Advisors Group, LLC 18180.07%0.12%0.28%Q2 2019Q3 202318
OLD NATIONAL BANCORP /IN/ 18180.01%0.02%0.05%Q3 2013Q4 201718
OPTIMUM INVESTMENT ADVISORS 18180.02%0.16%0.27%Q3 2019Q4 202318
PATHSTONE FAMILY OFFICE, LLC 1210.00%0.02%0.04%Q3 2014Q3 202318
Qube Research & Technologies Ltd 1010.00%0.19%0.89%Q1 2018Q3 202318
Pendal Group Ltd 1420.01%0.10%0.24%Q2 2017Q4 202218
Kinneret Advisory, LLC 1170.08%0.15%0.38%Q4 2018Q3 202318
BDO Wealth Advisors, LLC 1310.00%0.02%0.03%Q4 2017Q2 202318
COLONY GROUP LLC 910.00%0.01%0.03%Q4 2013Q3 202318
FULLER & THALER ASSET MANAGEMENT, INC. 1440.00%0.01%0.02%Q3 2017Q3 202318
SECURITY NATIONAL TRUST CO 18180.01%0.03%0.04%Q2 2013Q3 201718
I.G. INVESTMENT MANAGEMENT, LTD. 18180.03%0.07%0.17%Q2 2013Q3 201718
TOCQUEVILLE ASSET MANAGEMENT L.P. 1530.00%0.05%0.10%Q4 2013Q3 202318
MERCER GLOBAL ADVISORS INC /ADV 1710.01%0.03%0.04%Q1 2019Q3 202318
Waratah Capital Advisors Ltd. 910.05%1.04%3.51%Q2 2013Q1 202118
Quotient Investors, LLC 18180.20%0.58%1.14%Q2 2013Q3 201718
Corient Capital Partners, LLC 1080.04%0.11%0.28%Q1 2018Q3 202218
A.R.T. Advisors, LLC 820.02%0.31%0.79%Q3 2013Q4 201918
FIRST AMERICAN TRUST, FSB 18180.54%0.93%1.40%Q4 2014Q1 201918
Nationwide Fund Advisors 18180.16%0.25%0.32%Q2 2013Q3 201718
Penn Mutual Asset Management, LLC 1160.26%3.60%6.22%Q1 2019Q2 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.01%0.05%0.12%Q2 2013Q2 201717
WESBANCO BANK INC 1340.01%0.02%0.02%Q2 2013Q4 201917
LODESTAR INVESTMENT COUNSEL LLC/IL 1070.03%0.05%0.07%Q1 2014Q2 201917
CAPSTONE ASSET MANAGEMENT CO 17170.11%0.14%0.18%Q2 2013Q2 201717
Alexandria Capital, LLC 1070.00%0.00%0.01%Q2 2013Q3 201717
Segment Wealth Management, LLC 17170.11%0.20%0.26%Q2 2013Q2 201717
1st Global Advisors, Inc. 17170.18%0.30%0.46%Q2 2013Q2 201717
GREAT VALLEY ADVISOR GROUP, INC. 17170.07%0.15%0.23%Q3 2019Q3 202317
HANCOCK WHITNEY CORP 910.02%0.05%0.12%Q2 2013Q3 202017
PINNACLE ASSOCIATES LTD 510.00%0.01%0.02%Q1 2014Q3 202317
Lombard Odier Asset Management (Europe) Ltd 1510.01%0.11%0.69%Q4 2014Q3 202017
QUEST INVESTMENT MANAGEMENT LLC 1610.04%1.12%2.17%Q2 2013Q4 201717
MACKAY SHIELDS LLC 17170.03%0.08%0.14%Q1 2018Q1 202217
Zurich Insurance Group Ltd/FI 17170.16%0.31%0.92%Q3 2015Q3 201917
Sterling Capital Management LLC 17170.05%0.08%0.15%Q3 2015Q3 201917
Independent Portfolio Consultants, Inc. 17170.03%0.10%0.28%Q2 2013Q2 201717
SYNOVUS FINANCIAL CORP 910.00%0.00%0.01%Q1 2014Q4 202217
Virtu Financial LLC 410.01%0.14%0.40%Q1 2015Q3 202317
WFG Advisors, LP 17170.01%0.09%0.17%Q2 2013Q2 201717
CCM INVESTMENT ADVISERS LLC 17170.05%0.11%0.26%Q2 2013Q2 201717
Lido Advisors, LLC 1610.01%0.02%0.06%Q1 2019Q3 202317
AJO, LP 1310.00%0.01%0.06%Q2 2013Q4 201817
Versor Investments LP 810.01%0.14%0.64%Q1 2018Q3 202317
SEEYOND 17170.02%0.14%0.35%Q4 2018Q4 202217
Essex Financial Services, Inc. 17170.09%0.18%0.24%Q2 2013Q2 201717
abrdn Investment Management Ltd 17170.11%0.49%1.06%Q2 2013Q2 201717
Geneva Advisors, LLC 17170.01%0.04%0.56%Q2 2013Q2 201717
Sandy Spring Bank 710.00%0.00%0.01%Q1 2014Q4 202217
SOUTH TEXAS MONEY MANAGEMENT LTD 17170.02%0.31%1.83%Q2 2013Q2 201717
BREWIN DOLPHIN LTD 17170.00%0.00%0.01%Q3 2017Q3 202117
GREAT LAKES ADVISORS, LLC 1210.00%0.03%0.11%Q4 2013Q3 202317
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1610.00%0.09%0.20%Q4 2015Q2 202217
Handelsbanken Fonder AB 1430.03%0.07%0.15%Q4 2015Q3 202317
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1060.01%0.05%0.08%Q2 2013Q3 202316
Natixis Investment Managers International 1210.04%0.08%0.12%Q2 2014Q3 201816
CrestPoint Capital Management, LLC 16160.16%0.51%0.84%Q4 2013Q3 201716
Bluefin Trading, LLC 410.00%0.17%1.57%Q3 2013Q4 201916
HERNDON CAPITAL MANAGEMENT LLC 1330.01%0.02%0.04%Q2 2013Q2 201716
USS Investment Management Ltd 16160.06%0.09%0.13%Q4 2019Q3 202316
FIRST QUADRANT LLC/CA 1510.00%0.39%0.74%Q2 2013Q4 202016
ORRSTOWN FINANCIAL SERVICES INC 16160.00%0.56%0.91%Q1 2016Q4 201916
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.10%0.32%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.02%0.03%0.08%Q4 2019Q3 202316
UMB Bank, n.a. 1240.00%0.03%0.20%Q1 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.05%0.15%Q4 2019Q3 202316
Quadrature Capital Ltd 710.02%0.36%1.00%Q4 2016Q2 202216
Evercore Wealth Management, LLC 16160.00%0.00%0.02%Q1 2014Q4 201716
Column Capital Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
SRS Capital Advisors, Inc. 510.00%0.00%0.02%Q4 2016Q3 202316
Hillman Capital Management, Inc. 16162.52%3.22%4.02%Q4 2019Q3 202316
Cetera Investment Advisers 1410.02%0.03%0.04%Q2 2019Q3 202316
Cribstone Capital Management, LLC 1420.00%0.01%0.01%Q2 2016Q3 202216
DELTA LLOYD NV 16161.46%2.17%2.96%Q2 2013Q1 201716
Forward Management, LLC 1310.00%0.43%0.76%Q2 2013Q3 201816
Quantbot Technologies LP 710.01%0.24%0.61%Q2 2014Q1 202216
Ensign Peak Advisors, Inc 16160.01%0.07%0.10%Q4 2019Q3 202316
Boston Partners 16160.00%0.06%0.32%Q4 2019Q3 202316
LMR Partners LLP 810.01%0.12%0.92%Q2 2014Q1 202316
Banque Cantonale Vaudoise 16160.02%0.05%0.11%Q4 2019Q3 202316
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.00%0.01%0.03%Q4 2014Q3 201816
MAI Capital Management 1420.01%0.01%0.01%Q4 2018Q3 202316
UBS AG 660.00%0.02%0.09%Q2 2013Q3 201416
MARIETTA INVESTMENT PARTNERS LLC 610.09%0.43%1.96%Q2 2013Q2 202216
INGALLS & SNYDER LLC 16160.02%0.16%0.45%Q2 2016Q1 202016
FinTrust Capital Advisors, LLC 1310.00%0.00%0.01%Q4 2018Q3 202316
Malaga Cove Capital, LLC 1120.11%0.76%1.33%Q4 2013Q3 202316
Hazelview Securities Inc. 1241.24%3.23%6.06%Q1 2017Q1 202216
Stanley-Laman Group, Ltd. 880.09%0.30%0.52%Q2 2014Q4 201916
Brookstone Capital Management 1310.01%0.04%0.08%Q2 2015Q3 202316
Fieldpoint Private Securities, LLC 1010.00%0.01%0.02%Q1 2017Q2 202216
AlphaCrest Capital Management LLC 16160.04%0.15%0.41%Q4 2018Q3 202216
Ativo Capital Management LLC 1150.18%0.80%1.15%Q3 2014Q3 201916
JANUS HENDERSON INVESTORS US LLC 16160.04%0.14%0.20%Q2 2013Q1 201716
Carmichael Hill & Associates, Inc. 16160.01%0.02%0.02%Q4 2019Q3 202316
Man Group plc 1210.00%0.15%0.39%Q1 2018Q3 202316
Virtu KCG Holdings LLC 1050.01%0.03%0.09%Q3 2013Q2 201716
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 16160.11%0.14%0.17%Q2 2013Q1 201716
Altshuler Shaham Ltd 1420.01%2.93%30.85%Q4 2017Q1 202316
Cresset Asset Management, LLC 820.00%0.03%0.20%Q4 2018Q3 202316
DUNCKER STREETT & CO INC 1240.01%0.02%0.04%Q2 2014Q4 202116
Ellevest, Inc. 1410.00%0.01%0.03%Q2 2019Q3 202316
Vestcor Inc 16160.10%0.21%0.46%Q4 2019Q3 202316
Chesley Taft & Associates LLC 15150.08%0.11%0.14%Q2 2013Q4 201615
BlackRock Group LTD 15150.36%0.44%0.54%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.25%0.32%0.36%Q2 2013Q4 201615
COURIER CAPITAL LLC 15150.05%0.07%0.08%Q2 2013Q4 201615
SYMPHONY ASSET MANAGEMENT LLC 15150.04%0.24%0.44%Q2 2013Q4 201615
CANANDAIGUA NATIONAL BANK & TRUST CO 1320.06%0.09%0.20%Q1 2014Q2 202315
CAMBRIDGE TRUST CO 830.00%0.02%0.06%Q3 2014Q3 202315
BlackRock Japan Co. Ltd 15150.25%0.33%0.42%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.10%0.24%Q2 2013Q4 201615
AGRAN LIBBIE 1322.14%2.42%2.81%Q2 2013Q1 201715
OLD DOMINION CAPITAL MANAGEMENT INC 15151.34%1.94%2.54%Q2 2013Q4 201615
WEDBUSH SECURITIES INC 1140.02%0.03%0.04%Q4 2018Q3 202315
PRINCETON CAPITAL MANAGEMENT LLC 1410.00%1.17%1.50%Q2 2013Q2 201815
BlackRock Investment Management, LLC 15150.16%0.18%0.23%Q2 2013Q4 201615
Virtus Fund Advisers, LLC 15150.00%0.11%0.50%Q2 2014Q4 201715
Texas Yale Capital Corp. 1410.02%0.03%0.04%Q2 2013Q2 201715
AlphaMark Advisors, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
Barings Real Estate Advisers LLC 15156.63%10.07%11.75%Q2 2013Q4 201615
OFI Advisors LLC 1140.03%0.04%0.04%Q3 2011Q3 201515
Rodgers Brothers Inc. 910.07%0.14%0.23%Q4 2013Q2 202115
Jaffetilchin Investment Partners, LLC 1210.14%0.20%0.27%Q2 2014Q3 202315
MSI Financial Services Inc 15150.01%0.03%0.07%Q2 2013Q4 201615
Smead Capital Management, Inc. 15151.11%4.31%5.99%Q1 2020Q3 202315
Harel Insurance Investments & Financial Services Ltd. 710.00%0.02%0.14%Q2 2016Q2 202315
EXCHANGE TRADED CONCEPTS, LLC 1410.00%0.08%0.38%Q1 2020Q4 202315
ZEKE CAPITAL ADVISORS, LLC 1110.01%0.08%0.17%Q4 2016Q4 202215
Dynamic Technology Lab Private Ltd 710.03%0.22%0.83%Q4 2012Q1 202315
Lombard Odier Asset Management (Switzerland) SA 810.02%0.07%0.24%Q2 2014Q1 202315
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1320.00%0.06%0.23%Q4 2019Q3 202315
BUCKINGHAM STRATEGIC WEALTH, LLC 520.00%0.02%0.04%Q4 2018Q2 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.01%0.01%Q1 2020Q3 202315
Camelot Portfolios, LLC 15150.13%0.20%0.28%Q1 2020Q3 202315
Trust Co 1410.01%0.12%0.46%Q2 2019Q3 202315
Analyst IMS Investment Management Services Ltd. 15150.46%0.86%1.13%Q1 2020Q3 202315
Clarius Group, LLC 1210.02%0.03%0.06%Q1 2019Q3 202315
Wealthspire Advisors, L.P. 1410.01%0.02%0.04%Q4 2015Q3 202015
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.07%0.20%0.29%Q3 2016Q1 202015
PERSONAL CFO SOLUTIONS, LLC 1140.00%0.13%0.24%Q4 2019Q3 202315
Advisor Group, Inc. 15150.02%0.02%0.03%Q2 2016Q4 201915
Independent Advisor Alliance 1410.00%0.28%0.56%Q1 2019Q3 202315
Caption Management, LLC 510.01%0.17%0.88%Q1 2020Q1 202315
Investors Research Corp 15150.06%0.20%0.40%Q1 2020Q3 202315
Prime Capital Investment Advisors, LLC 1110.00%0.18%0.49%Q4 2017Q1 202315
BI Asset Management Fondsmaeglerselskab A/S 730.02%0.09%0.32%Q3 2018Q3 202315
RMR Wealth Builders 1410.04%0.10%0.24%Q4 2019Q3 202315
WINTRUST INVESTMENTS LLC 15150.04%0.07%0.19%Q1 2020Q3 202315
LINCOLN NATIONAL CORP 1410.01%0.02%0.04%Q4 2019Q3 202315
BAHL & GAYNOR INC 1110.00%0.50%1.37%Q1 2015Q3 202015
AMERICAN ASSETS INC 15150.16%0.24%0.34%Q1 2020Q3 202315
Banco Santander, S.A. 1210.00%0.02%0.05%Q2 2018Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.32%0.37%0.45%Q2 2013Q4 201615
HIGHBRIDGE CAPITAL MANAGEMENT LLC 710.05%0.17%0.42%Q2 2013Q3 201815
DRIEHAUS CAPITAL MANAGEMENT LLC 1230.01%0.21%0.48%Q2 2013Q1 201715
HUTCHINSON CAPITAL MANAGEMENT/CA 1130.05%2.06%3.22%Q3 2017Q4 202114
Black Swift Group, LLC 1130.46%0.98%1.78%Q3 2019Q3 202314
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 14140.08%0.13%0.20%Q2 2020Q3 202314
Schonfeld Strategic Advisors LLC 710.01%0.07%0.22%Q4 2016Q3 202314
M&R CAPITAL MANAGEMENT INC 14140.01%0.02%0.05%Q2 2016Q3 201914
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 950.04%0.15%0.25%Q4 2018Q3 202314
SG3 Management, LLC 710.01%0.11%0.26%Q1 2019Q4 202114
Private Ocean, LLC 1310.00%0.00%0.00%Q4 2017Q3 202314
Harrison Street Securities, LLC 14147.25%9.29%10.22%Q2 2013Q3 201614
LAKE STREET ADVISORS GROUP, LLC 1130.02%0.11%0.26%Q4 2017Q3 202314
JFS WEALTH ADVISORS, LLC 950.00%0.00%0.00%Q2 2014Q3 202314
STALEY CAPITAL ADVISERS INC 1220.02%0.25%0.40%Q3 2019Q3 202314
Mizuho Asset Management Co.,Ltd. 14140.94%1.35%2.12%Q2 2013Q3 201614
NCM CAPITAL MANAGEMENT GROUP INC 14140.48%1.15%1.85%Q2 2013Q3 201614
MEITAV INVESTMENT HOUSE LTD 14140.01%0.10%0.54%Q2 2020Q3 202314
Belpointe Asset Management LLC 1210.02%0.04%0.07%Q4 2017Q3 202314
BENJAMIN EDWARDS INC 14140.03%0.05%0.09%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
Shinko Asset Management Co., Ltd. 14146.89%7.67%8.65%Q2 2013Q3 201614
YHB Investment Advisors, Inc. 14140.04%0.25%0.37%Q3 2016Q4 201914
MERITAGE PORTFOLIO MANAGEMENT 950.22%0.35%0.44%Q4 2017Q4 202114
W.G. Shaheen & Associates DBA Whitney & Co 14140.39%1.36%1.96%Q2 2020Q3 202314
Ashburton (Jersey) Ltd 810.00%0.13%0.49%Q4 2015Q1 202114
Rosenberg Matthew Hamilton 14140.01%0.04%0.06%Q2 2020Q3 202314
Stelac Advisory Services LLC 1310.04%0.14%0.41%Q3 2017Q2 202314
Capital Advisors, Ltd. LLC 860.00%0.01%0.02%Q2 2016Q3 202314
BRIDGES INVESTMENT COUNSEL INC/ 910.06%0.08%0.09%Q2 2013Q2 201714
Friedberg Investment Management 14140.22%0.80%1.16%Q2 2013Q3 201614
ClariVest Asset Management LLC 1130.00%0.16%0.90%Q4 2018Q3 202314
Sunbelt Securities, Inc. 1220.03%0.05%0.06%Q3 2019Q3 202314
XPONANCE, INC. 14140.06%0.10%0.14%Q2 2020Q3 202314
Nikko Asset Management Americas, Inc. 14140.01%0.04%0.08%Q3 2014Q4 201714
Element Wealth, LLC 14140.31%0.39%0.54%Q2 2020Q3 202314
Arkadios Wealth Advisors 14140.01%0.04%0.06%Q2 2020Q3 202314
Sonora Investment Management, LLC 1010.00%0.00%0.02%Q2 2017Q3 202114
GARLAND CAPITAL MANAGEMENT INC 14141.05%2.28%2.69%Q4 2016Q1 202014
Icon Wealth Partners, LLC 710.02%0.11%0.30%Q4 2017Q3 202314
THOMPSON SIEGEL & WALMSLEY LLC 1110.00%0.02%0.07%Q3 2013Q3 202314
First National Bank of Mount Dora, Trust Investment Services 14140.87%0.98%1.12%Q2 2013Q3 201614
Centiva Capital, LP 410.00%0.03%0.24%Q1 2021Q3 202314
FIRST INTERSTATE BANK 1220.00%0.00%0.01%Q3 2015Q4 201914
Costello Asset Management, INC 14140.00%0.03%0.06%Q2 2020Q3 202314
Highstreet Asset Management Inc. 1130.02%0.08%0.31%Q3 2015Q4 201914
Ancora Advisors LLC 810.00%0.00%0.00%Q3 2018Q2 202314
Rampart Investment Management Company, LLC 14140.03%0.15%0.27%Q1 2017Q2 202014
Mn Services Vermogensbeheer B.V. 14140.10%0.23%0.36%Q1 2016Q2 201914
Wealthstreet Investment Advisors, LLC 14140.16%0.37%0.54%Q4 2017Q1 202114
Orion Portfolio Solutions, LLC 1130.00%0.01%0.01%Q4 2019Q3 202314
Dai-ichi Life Holdings, Inc. 14140.04%0.14%0.23%Q2 2013Q3 201614
Sargent Bickham Lagudis LLC 1040.00%0.01%0.04%Q1 2016Q3 202114
DEERE & CO 14140.20%0.23%0.25%Q2 2013Q3 201614
CSS LLC/IL 810.01%0.03%0.04%Q2 2014Q3 202314
Clark Capital Management Group, Inc. 710.02%0.43%0.71%Q2 2014Q4 201914
Edgemoor Investment Advisors, Inc. 1220.09%0.58%0.92%Q3 2019Q3 202314
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 760.04%0.29%0.66%Q3 2013Q4 201613
THOMPSON DAVIS & CO., INC. 13130.01%0.03%0.07%Q3 2014Q3 201713
Daiwa SB Investments Ltd. 1120.01%0.09%0.20%Q4 2015Q1 201913
Edgestream Partners, L.P. 610.03%0.22%0.45%Q2 2015Q3 202313
AVANTAX ADVISORY SERVICES, INC. 13130.01%0.01%0.01%Q3 2020Q3 202313
JLP Asset Management, LLC 13130.50%1.33%2.86%Q4 2018Q4 202113
NumerixS Investment Technologies Inc 510.08%0.32%0.80%Q4 2014Q2 202013
JD CAPITAL MANAGEMENT LLC 420.18%0.39%0.66%Q2 2013Q4 201413
WESLEY CAPITAL MANAGEMENT, LLC 13130.81%2.09%3.77%Q2 2013Q2 201613
TLP GROUP LLC 13130.27%0.85%2.68%Q4 2015Q4 201813
Corsair Capital Management 850.08%0.13%0.32%Q2 2013Q3 201613
Soltis Investment Advisors LLC 13130.35%0.52%0.84%Q3 2020Q3 202313
TOTH FINANCIAL ADVISORY CORP 710.00%0.00%0.00%Q3 2019Q1 202313
MILES CAPITAL, INC. 13130.20%0.23%0.29%Q4 2016Q4 201913
SALEM INVESTMENT COUNSELORS INC 1210.00%0.01%0.02%Q2 2017Q3 202313
Truehand, Inc 13131.09%1.49%2.07%Q4 2018Q4 202113
Allworth Financial LP 910.00%0.00%0.00%Q3 2016Q3 202313
USA FINANCIAL FORMULAS 610.00%0.35%1.19%Q4 2014Q3 202313
Sustainable Insight Capital Management, LLC 420.29%1.34%3.78%Q4 2016Q1 202313
Vanguard Personalized Indexing Management, LLC 13130.06%0.10%0.15%Q3 2020Q3 202313
MADISON WEALTH MANAGEMENT 13130.16%0.30%0.48%Q3 2020Q3 202313
GSB Wealth Management, LLC 13130.92%1.14%1.33%Q4 2016Q4 201913
BRAVE ASSET MANAGEMENT INC 1210.02%0.03%0.06%Q4 2013Q4 202113
JEPPSON WEALTH MANAGEMENT, LLC 13130.34%0.52%0.62%Q3 2020Q3 202313
HOLLENCREST CAPITAL MANAGEMENT 1210.01%0.05%0.08%Q2 2018Q3 202313
GARDNER LEWIS ASSET MANAGEMENT L P 1110.12%1.15%1.97%Q4 2013Q3 202313
Hexagon Capital Partners LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
New Harbor Financial Group, LLC 850.03%0.04%0.06%Q2 2013Q3 201613
BLUEFIN CAPITAL MANAGEMENT, LLC 1010.00%0.12%0.49%Q4 2020Q3 202313
Diversified Trust Co 810.01%0.02%0.03%Q4 2019Q4 202313
Key FInancial Inc 1210.01%0.01%0.01%Q1 2020Q3 202313
Winfield Associates, Inc. 13130.01%0.01%0.03%Q4 2014Q4 201713
Parasol Investment Management, LLC 13130.02%0.03%0.04%Q4 2013Q4 201613
Counsel Portfolio Services Inc. 13130.42%0.73%1.06%Q2 2013Q2 201613
BRINKER CAPITAL INC 13130.02%0.04%0.08%Q4 2016Q4 201913
EVOKE WEALTH, LLC 13130.00%0.01%0.02%Q3 2019Q3 202213
Snowden Capital Advisors LLC 820.01%0.07%0.12%Q3 2019Q3 202313
OXFORD FINANCIAL GROUP, LTD. LLC 940.02%0.06%0.10%Q2 2020Q3 202313
FORESTERS ASSET MANAGEMENT INC. 13130.04%0.27%0.62%Q2 2016Q2 201913
USCA RIA LLC 1120.02%0.33%0.84%Q4 2017Q2 202113
HOEY INVESTMENTS, INC 13130.01%0.02%0.03%Q3 2020Q3 202313
Gerstein Fisher 940.09%0.37%0.55%Q2 2013Q3 201613
TOBAM 13130.01%0.20%1.07%Q3 2020Q3 202313
Lombard Odier Asset Management (USA) Corp 13130.30%0.60%1.25%Q3 2020Q3 202313
LOWE BROCKENBROUGH & CO INC 13130.03%0.03%0.05%Q3 2016Q3 201913
CIM INVESTMENT MANAGEMENT INC 13130.36%0.52%0.77%Q2 2013Q2 201613
KG&L Capital Management,LLC 13130.33%0.63%0.85%Q3 2020Q3 202313
BARROW HANLEY MEWHINNEY & STRAUSS LLC 13130.00%0.15%0.99%Q1 2017Q1 202013
Prestige Wealth Management Group LLC 1210.00%0.00%0.01%Q4 2018Q3 202313
DIVIDEND ASSETS CAPITAL, LLC 1120.03%0.04%0.05%Q3 2019Q2 202313
THOMPSON INVESTMENT MANAGEMENT, INC. 1030.02%0.48%0.87%Q4 2019Q3 202313
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 13130.42%1.03%1.34%Q3 2020Q3 202313
ROTHSCHILD INVESTMENT LLC /IL 1020.02%0.04%0.07%Q4 2013Q3 202312
Lee Financial Co 1020.00%0.00%0.01%Q1 2018Q3 202312
Ilmarinen Mutual Pension Insurance Co 12120.04%0.10%0.14%Q4 2020Q3 202312
MARINO, STRAM & ASSOCIATES LLC 910.02%0.17%0.24%Q1 2019Q3 202312
Accuvest Global Advisors 810.02%0.24%0.48%Q3 2013Q3 202312
Elkfork Partners LLC 12120.03%0.10%0.45%Q4 2016Q3 201912
KCM INVESTMENT ADVISORS LLC 1020.01%0.02%0.03%Q4 2014Q4 201712
Meadow Creek Investment Management LLC 12120.03%0.10%0.43%Q4 2016Q3 201912
Ohio National Investments, Inc. 12120.22%0.24%0.27%Q2 2013Q1 201612
Balentine LLC 510.00%0.00%0.01%Q2 2016Q3 202312
RUSSELL FRANK CO/ 12120.40%0.53%0.63%Q2 2013Q1 201612
Cornerstone Advisory, LLC 12120.05%0.08%0.14%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.02%0.07%0.29%Q4 2016Q3 201912
ALTFEST L J & CO INC 930.05%0.18%0.62%Q2 2017Q2 202012
Integrated Advisors Network LLC 12120.02%0.08%0.15%Q4 2020Q3 202312
Granger Management LLC 12120.32%0.66%1.30%Q4 2020Q3 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
TD Securities (USA) LLC 12120.13%0.27%0.33%Q2 2013Q1 201612
Coco Enterprises, LLC 12120.24%0.30%0.40%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.01%0.02%Q4 2020Q3 202312
Octavia Wealth Advisors, LLC 12120.06%0.10%0.14%Q4 2020Q3 202312
CAAS CAPITAL MANAGEMENT LP 410.03%0.08%0.15%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.06%0.09%0.11%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.01%0.02%0.04%Q4 2018Q3 202112
BESSEMER SECURITIES LLC 12120.11%0.20%0.39%Q4 2020Q3 202312
EDMP, INC. 620.20%0.26%0.35%Q3 2019Q3 202312
La Francaise Forum Securities Ltd 1112.85%9.62%27.85%Q2 2013Q4 201612
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 12120.07%0.21%0.32%Q4 2020Q3 202312
Biondo Investment Advisors, LLC 12120.66%1.17%1.52%Q4 2020Q3 202312
Nixon Capital, LLC 12123.91%6.91%8.38%Q4 2020Q3 202312
Peak Asset Management, LLC 12120.14%0.38%0.49%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.39%0.50%0.61%Q4 2020Q3 202312
UNITED STATES STEEL & CARNEGIE PENSION FUND 12120.50%1.04%1.24%Q4 2014Q3 201712
Invst, LLC 1110.05%0.10%0.17%Q1 2019Q3 202312
Anson Funds Management LP 810.02%0.28%0.50%Q4 2018Q3 202212
Caprock Group, LLC 530.02%0.10%0.35%Q1 2016Q3 202312
Strategic Wealth Investment Group, LLC 1110.03%0.10%0.32%Q4 2019Q2 202312
Financial Sense Advisors, Inc. 610.08%0.32%1.72%Q3 2018Q3 202312
IEQ CAPITAL, LLC 1110.01%0.02%0.04%Q4 2019Q3 202312
Ethic Inc. 12120.10%0.15%0.19%Q4 2020Q3 202312
Stratos Wealth Advisors, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
Certified Advisory Corp 1110.00%0.01%0.02%Q4 2017Q1 202112
MANCHESTER FINANCIAL INC 610.00%0.03%0.07%Q2 2019Q3 202312
PARK AVENUE SECURITIES LLC 1110.01%0.02%0.03%Q1 2019Q3 202312
CAPITAL ADVISORS INC/OK 12120.46%0.68%0.82%Q4 2020Q3 202312
MARK ASSET MANAGEMENT LP 12120.05%0.17%0.24%Q4 2020Q3 202312
PartnerRe Asset Management CORP 12120.18%0.20%0.23%Q2 2013Q1 201612
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 750.00%0.00%0.00%Q3 2019Q3 202212
DEAN INVESTMENT ASSOCIATES, LLC 12120.10%0.29%0.40%Q1 2017Q4 201912
AMERICAN NATIONAL BANK 12120.01%0.02%0.04%Q4 2020Q3 202312
CONDOR CAPITAL MANAGEMENT 12120.30%0.38%0.46%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.06%0.09%0.16%Q4 2020Q3 202312
Zions Bancorporation 1110.00%0.02%0.05%Q1 2015Q1 201812
KANALY TRUST CO 12120.00%0.00%0.00%Q1 2014Q4 201612
CSat Investment Advisory, L.P. 12120.00%0.01%0.03%Q2 2018Q1 202112
Pekin Hardy Strauss, Inc. 12120.06%0.31%0.82%Q4 2020Q3 202312
Independence Bank of Kentucky 930.00%0.01%0.05%Q3 2019Q3 202312
Greystone Financial Group, LLC 12121.23%1.83%2.53%Q4 2020Q3 202312
Alpha Omega Wealth Management LLC 12120.04%0.43%1.02%Q4 2020Q3 202312
Candlestick Capital Management LP 10100.25%1.25%2.01%Q4 2020Q1 202312
J.W. COLE ADVISORS, INC. 810.02%0.03%0.05%Q4 2019Q2 202312
Neuburgh Advisers LLC 12120.02%0.08%0.33%Q4 2016Q3 201912
McGinn Penninger Investment Management, Inc. 12122.41%2.83%3.43%Q4 2020Q3 202312
Future Financial Wealth Managment LLC 12120.66%0.81%0.99%Q4 2020Q3 202312
MU Investments Co., Ltd. 12120.02%0.08%0.17%Q1 2015Q4 201712
Freedom Investment Management, Inc. 910.02%0.05%0.13%Q1 2016Q3 202312
Newbridge Financial Services Group, Inc. 12120.04%0.14%0.24%Q3 2020Q2 202312
Redmond Asset Management, LLC 12120.62%0.86%1.20%Q4 2020Q3 202312
Westover Capital Advisors, LLC 12120.09%0.12%0.14%Q4 2020Q3 202312
HGI Capital Management, LLC 410.49%2.45%5.39%Q1 2016Q4 202111
Illinois Municipal Retirement Fund 920.02%0.02%0.02%Q3 2020Q3 202311
Euclid Advisors LLC 710.14%0.29%0.52%Q2 2013Q2 201611
OXFORD ASSET MANAGEMENT LLP 11110.01%0.11%0.25%Q2 2017Q4 201911
Clearstead Advisors, LLC 810.00%0.00%0.01%Q1 2020Q3 202311
Sompo Asset Management Co., Ltd. 620.05%0.37%1.06%Q2 2018Q3 202311
Onex Canada Asset Management Inc. 11110.11%0.25%0.35%Q2 2020Q4 202211
Summit Global Investments 810.16%0.35%0.72%Q4 2016Q3 202311
Verdence Capital Advisors LLC 11110.06%0.09%0.13%Q1 2021Q3 202311
Avestar Capital, LLC 740.01%0.02%0.04%Q4 2017Q1 202211
GRS Advisors, LLC 412.48%3.26%4.60%Q2 2013Q2 202211
IFG Advisory, LLC 1010.02%0.03%0.04%Q4 2020Q3 202311
Ledyard National Bank 830.00%0.00%0.01%Q3 2014Q4 201811
HRT FINANCIAL LP 410.01%0.25%0.95%Q4 2014Q3 202311
Advisors Capital Management, LLC 11110.36%0.41%0.47%Q1 2021Q3 202311
Parkwood LLC 1010.00%0.06%0.10%Q4 2013Q1 201711
Hemenway Trust Co LLC 11110.07%0.12%0.15%Q1 2015Q3 201711
LGT CAPITAL PARTNERS LTD. 740.08%0.34%0.60%Q3 2016Q3 201911
Oakworth Capital, Inc. 1010.00%0.00%0.00%Q2 2019Q3 202311
Cascade Investment Advisors, Inc. 11110.69%0.94%1.21%Q1 2021Q3 202311
Horan Securities, Inc. 710.00%0.01%0.01%Q2 2020Q2 202311
CX Institutional 710.00%0.00%0.01%Q1 2019Q2 202211
Concord Wealth Partners 740.02%0.03%0.07%Q4 2020Q3 202311
CLINTON GROUP INC 410.11%0.37%0.88%Q2 2013Q1 201811
Saturna Capital CORP 11110.00%0.00%0.00%Q2 2013Q4 201511
Teamwork Financial Advisors, LLC 1010.09%0.49%1.53%Q4 2019Q4 202211
Orbis Allan Gray Ltd 11110.05%0.28%0.37%Q1 2021Q3 202311
Minneapolis Portfolio Management Group, LLC 11114.33%4.78%5.69%Q1 2021Q3 202311
AGF INVESTMENTS INC. 420.00%0.02%0.04%Q2 2013Q3 202211
Good Life Advisors, LLC 11110.03%0.04%0.05%Q1 2021Q3 202311
New England Research & Management, Inc. 11110.38%0.59%0.77%Q1 2021Q3 202311
Aston Asset Management, LLC 11110.29%0.42%0.60%Q2 2013Q4 201511
Winch Advisory Services, LLC 920.00%0.01%0.01%Q1 2019Q3 202311
SUMMITRY LLC 11110.06%0.07%0.11%Q2 2013Q4 201511
Maryland State Retirement & Pension System 740.06%0.09%0.10%Q4 2020Q3 202311
AMF Tjanstepension AB 11110.83%1.44%1.80%Q4 2014Q2 201711
Willingdon Wealth Management 11110.00%0.00%0.00%Q3 2017Q1 202011
DE BURLO GROUP INC 11110.09%0.12%0.16%Q2 2013Q4 201511
Brinker Capital Investments, LLC 810.00%0.01%0.01%Q1 2019Q4 202211
Sowell Financial Services LLC 710.01%0.04%0.12%Q3 2018Q1 202311
GAMCO INVESTORS, INC. ET AL 510.00%0.00%0.01%Q2 2019Q2 202311
SECOR Capital Advisors, LP 550.03%0.13%0.25%Q4 2016Q4 201711
Jacobi Capital Management LLC 1010.00%0.00%0.00%Q4 2018Q3 202111
DUBUQUE BANK & TRUST CO 520.00%0.00%0.01%Q4 2014Q1 201911
McKinley Carter Wealth Services, Inc. 11110.10%0.17%0.25%Q3 2017Q1 202011
STRATTON MANAGEMENT CO 11110.41%0.62%0.82%Q2 2013Q4 201511
Godshalk Welsh Capital Management, Inc. 11110.16%0.18%0.21%Q1 2021Q3 202311
Siemens Fonds Invest GmbH 920.03%0.05%0.14%Q4 2020Q3 202311
Gideon Capital Advisors, Inc. 410.17%0.63%1.73%Q4 2013Q3 201911
Miracle Mile Advisors, LLC 920.01%0.03%0.07%Q4 2020Q3 202311
Pinnacle Summer Investments, Inc. 11110.06%0.36%0.70%Q2 2013Q4 201511
South Dakota Investment Council 740.01%0.06%0.10%Q2 2020Q3 202311
Mariner Wealth Advisors-Cincinnati, LLC 11110.02%0.03%0.05%Q1 2016Q3 201811
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 11110.00%0.03%0.08%Q4 2020Q2 202311
Abbrea Capital, LLC 830.05%0.08%0.14%Q1 2019Q1 202311
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 11110.09%0.21%0.42%Q1 2021Q3 202311
Lenox Wealth Advisors, LLC 610.00%0.00%0.01%Q4 2013Q1 202211
CT Financial Advisors LLC 1010.01%0.01%0.01%Q1 2014Q1 201711
CEDAR CAPITAL, LLC 11110.18%0.49%0.88%Q2 2017Q4 201911
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.00%Q3 2019Q3 202311
FINANCIAL MANAGEMENT NETWORK INC 11110.64%0.95%1.21%Q1 2021Q3 202311
BlueCrest Capital Management Ltd 510.01%0.13%0.47%Q2 2015Q4 201811
SCHULHOFF & CO INC 11110.11%0.14%0.19%Q1 2021Q3 202311
CAPITAL COUNSEL LLC/NY 11110.02%0.02%0.02%Q2 2013Q4 201511
Echo Street Capital Management LLC 310.01%0.38%0.56%Q2 2013Q4 202111
Prospera Financial Services Inc 11110.01%0.03%0.06%Q4 2020Q2 202311
Jupiter Investment Management Ltd 510.01%0.15%0.59%Q4 2014Q4 201911
LSV ASSET MANAGEMENT 1010.00%0.13%0.19%Q2 2020Q3 202311
Stamos Capital Partners, L.P. 810.12%0.51%1.27%Q1 2020Q3 202311
GROUP ONE TRADING, L.P. 210.00%0.00%0.01%Q2 2013Q2 202310
Financial Gravity Asset Management, Inc. 910.00%0.03%0.11%Q2 2018Q3 202310
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 640.04%0.08%0.18%Q4 2020Q3 202310
Signature Wealth Management Group 10101.01%2.24%2.69%Q4 2017Q1 202010
Oak Grove Capital LLC 10100.05%0.16%0.35%Q2 2021Q3 202310
DB Wealth Management Group, LLC 640.01%0.01%0.01%Q4 2020Q3 202310
Vestmark Advisory Solutions, Inc. 730.03%0.06%0.16%Q1 2019Q3 202310
Alta Wealth Advisors LLC 10100.24%0.31%0.39%Q2 2021Q3 202310
Renasant Bank 10100.24%0.49%0.62%Q1 2021Q2 202310
Paradigm Financial Partners, LLC 10100.06%0.09%0.19%Q1 2021Q2 202310
DUALITY ADVISERS, LP 910.04%0.36%1.02%Q4 2018Q2 202210
INTEGRAL DERIVATIVES, LLC 410.00%0.01%0.03%Q1 2015Q1 201810
FORTEM FINANCIAL GROUP, LLC 10100.38%1.06%1.67%Q2 2021Q3 202310
NEW YORK LIFE TRUST CO 550.01%0.12%0.32%Q3 2013Q2 201610
Redwood Investment Management, LLC 520.09%0.17%0.24%Q3 2019Q2 202310
Ninepoint Partners LP 430.01%0.05%0.12%Q2 2018Q3 202310
WEXFORD CAPITAL LP 820.03%0.20%0.91%Q1 2020Q3 202310
KMG FIDUCIARY PARTNERS, LLC 10100.03%0.09%0.18%Q2 2021Q3 202310
WADDELL & ASSOCIATES, LLC 10100.04%0.04%0.06%Q2 2021Q3 202310
BRYN MAWR TRUST Co 520.01%0.01%0.02%Q1 2014Q4 201610
M&G INVESTMENT MANAGEMENT LTD 510.00%0.01%0.04%Q4 2019Q3 202310
ELEMENT CAPITAL MANAGEMENT LLC 410.02%0.19%0.41%Q2 2015Q3 202210
TIAA, FSB 10100.00%0.02%0.04%Q1 2021Q2 202310
AFFINITY INVESTMENT ADVISORS, LLC 10100.22%0.46%1.00%Q2 2021Q3 202310
DAVENPORT & Co LLC 520.00%0.00%0.00%Q1 2019Q4 202210
Cardinal Capital Management, Inc. 10100.00%1.25%1.80%Q4 2017Q1 202010
PHH Investments, Ltd. 10100.16%0.22%0.31%Q1 2017Q2 201910
tru Independence LLC 610.00%1.05%1.92%Q4 2019Q3 202310
Stonehage Fleming Financial Services Holdings Ltd 10100.02%0.05%0.08%Q4 2014Q1 201710
TBH Global Asset Management, LLC 10100.10%0.15%0.24%Q2 2021Q3 202310
Founders Capital Management 10100.18%0.25%0.31%Q4 2020Q1 202310
IndexIQ Advisors LLC 10100.00%0.01%0.03%Q4 2019Q1 202210
ROWLAND CARMICHAEL ADVISORS INC /ADV 10100.25%0.39%0.55%Q2 2016Q3 201810
MidWestOne Financial Group, Inc. 10100.12%0.22%0.41%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.06%0.12%0.16%Q2 2021Q3 202310
Donoghue Forlines LLC 910.22%0.45%0.68%Q1 2021Q3 202310
Semper Trust Co. 910.31%0.82%1.14%Q2 2013Q4 201510
Regal Investment Advisors LLC 520.00%0.01%0.03%Q2 2013Q1 202210
Avion Wealth 10100.00%0.00%0.00%Q2 2021Q3 202310
BHF Kleinwort Benson Group S.A. 910.03%0.23%0.46%Q2 2013Q4 201510
IRONBRIDGE CAPITAL MANAGEMENT LP 10100.02%0.03%0.04%Q4 2014Q1 201710
CARRET ASSET MANAGEMENT, LLC 10100.04%0.18%0.26%Q2 2021Q3 202310
AUGUSTINE ASSET MANAGEMENT INC 10100.20%0.26%0.35%Q2 2021Q3 202310
ELLINGTON MANAGEMENT GROUP LLC 210.02%0.14%0.34%Q2 2013Q2 202110
CITIZENS FINANCIAL GROUP INC/RI 10100.00%0.00%0.01%Q3 2017Q4 201910
CPWM, LLC 910.05%0.08%0.13%Q2 2015Q4 201710
Foundry Partners, LLC 10100.76%1.13%1.37%Q2 2021Q3 202310
LEVEL FOUR ADVISORY SERVICES, LLC 640.02%0.04%0.11%Q4 2016Q1 202210
Index Management Solutions, LLC 10100.00%0.01%0.03%Q2 2013Q3 201510
Old North State Trust, LLC 610.01%0.03%0.06%Q3 2018Q1 202310
Adams Asset Advisors, LLC 510.04%0.10%0.16%Q3 2017Q3 202310
PARNASSUS INVESTMENTS, LLC 10100.21%0.25%0.28%Q2 2021Q3 202310
Merrion Investment Management Co, LLC 910.07%0.24%0.29%Q4 2020Q3 202310
First Dallas Securities Inc. 10100.16%0.20%0.27%Q1 2021Q2 202310
VESTOR CAPITAL, LLC 910.01%0.01%0.02%Q1 2019Q3 202310
GENERAL ELECTRIC CO 10100.01%0.03%0.06%Q2 2013Q3 201510
AGF Investments LLC 10100.05%1.09%1.53%Q4 2016Q1 201910
Ballentine Partners, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Mutual Advisors, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
CAPITAL GUARDIAN TRUST CO 810.00%0.00%0.00%Q3 2014Q3 201810
KING LUTHER CAPITAL MANAGEMENT CORP 910.00%0.00%0.01%Q2 2013Q1 201610
JANICZEK WEALTH MANAGEMENT, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Point72 Hong Kong Ltd 510.02%0.13%0.22%Q2 2016Q2 202210
OneDigital Investment Advisors LLC 730.00%0.01%0.02%Q4 2017Q3 202310
Cullen Capital Management, LLC 730.01%0.01%0.01%Q1 2021Q3 202310
Tidal Investments LLC 10100.01%0.03%0.05%Q2 2021Q3 202310
HHM Wealth Advisors, LLC 730.00%0.01%0.01%Q1 2020Q3 202310
Manning & Napier Group, LLC 10100.04%0.17%0.23%Q4 2017Q1 202010
IPG Investment Advisors LLC 510.04%0.10%0.12%Q2 2014Q4 202110
CNB Bank 10100.00%0.02%0.06%Q4 2017Q1 202010
INFRASTRUCTURE CAPITAL ADVISORS, LLC 710.01%0.11%0.28%Q2 2020Q3 202310
Regent Peak Wealth Advisors LLC 640.05%0.07%0.08%Q4 2020Q3 202310
Probity Advisors, Inc. 10100.08%0.23%0.30%Q3 2017Q4 201910
Lafayette Investments 10100.07%0.09%0.12%Q2 2021Q3 202310
Amundi 10100.03%0.05%0.07%Q2 2021Q3 202310
Tradewinds Capital Management, LLC 420.00%0.02%0.18%Q4 2015Q1 20229
Beacon Pointe Advisors, LLC 510.02%0.05%0.09%Q4 2020Q3 20239
BRIDGEWAY CAPITAL MANAGEMENT, LLC 990.00%0.13%0.24%Q3 2014Q3 20169
Kozak & Associates, Inc. 990.01%0.05%0.10%Q3 2021Q3 20239
Assenagon Asset Management S.A. 510.00%0.00%0.00%Q4 2019Q3 20239
CURIAN CAPITAL LLC 720.01%0.11%0.21%Q2 2013Q4 20159
BAR HARBOR WEALTH MANAGEMENT 810.02%0.11%0.18%Q3 2016Q4 20199
FAYEZ SAROFIM & CO 990.00%0.01%0.01%Q1 2018Q1 20209
SAM Advisors, LLC 990.99%1.21%1.86%Q3 2021Q3 20239
VICUS CAPITAL 630.02%0.03%0.05%Q4 2020Q2 20239
Convergence Investment Partners, LLC 410.01%0.37%0.80%Q1 2018Q3 20239
Israel Discount Bank of New York 990.07%0.10%0.14%Q1 2017Q1 20199
Bayesian Capital Management, LP 210.06%0.24%0.55%Q3 2017Q1 20239
GLOBEFLEX CAPITAL L P 540.00%0.00%0.00%Q2 2013Q2 20209
Legacy Financial Advisors, Inc. 610.01%0.02%0.05%Q4 2017Q3 20239
PFG Private Wealth Management, LLC 990.00%0.02%0.05%Q3 2021Q3 20239
Castle Rock Wealth Management, LLC 990.19%0.32%0.61%Q3 2021Q3 20239
Chapman Investment Management, LLC 610.20%0.31%0.40%Q2 2020Q4 20229
Integrated Wealth Concepts LLC 810.01%0.02%0.03%Q1 2021Q3 20239
SEGALL BRYANT & HAMILL, LLC 990.01%0.04%0.06%Q3 2021Q3 20239
GRIFFIN ASSET MANAGEMENT, INC. 610.00%0.05%0.08%Q2 2019Q3 20239
JUPITER ASSET MANAGEMENT LTD 610.00%0.10%0.36%Q4 2014Q3 20229
CVA Family Office, LLC 720.01%0.02%0.02%Q1 2021Q2 20239
Qtron Investments LLC 410.07%0.13%0.27%Q4 2018Q3 20239
Point72 Asset Management, L.P. 310.00%0.02%0.05%Q1 2019Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.14%0.17%0.20%Q2 2013Q2 20159
Alberta Investment Management Corp 310.01%0.02%0.06%Q2 2016Q3 20239
ROCKLAND TRUST CO 540.01%0.02%0.02%Q1 2021Q3 20239
Semmax Financial Advisors Inc. 810.00%0.16%0.84%Q4 2018Q3 20239
Investors Capital Advisory Services 990.05%0.07%0.08%Q2 2014Q2 20169
KB FINANCIAL PARTNERS, LLC 720.01%0.07%0.10%Q1 2021Q2 20239
SIMON QUICK ADVISORS, LLC 510.00%0.03%0.14%Q1 2017Q1 20229
JT Stratford LLC 720.17%0.34%0.52%Q3 2019Q1 20229
Global Wealth Management Investment Advisory, Inc. 610.00%0.03%0.21%Q4 2018Q2 20229
MISSION WEALTH MANAGEMENT, LP 540.01%0.01%0.02%Q1 2021Q3 20239
IHT Wealth Management, LLC 630.01%0.05%0.12%Q4 2016Q3 20239
JTC Employer Solutions Trustee Ltd 990.00%0.01%0.01%Q3 2021Q3 20239
TIVERTON ASSET MANAGEMENT LLC 810.01%0.06%0.22%Q1 2017Q3 20199
Firestone Capital Management 990.04%0.05%0.08%Q4 2019Q4 20219
RITHOLTZ WEALTH MANAGEMENT 990.02%0.03%0.05%Q3 2021Q3 20239
Kore Private Wealth LLC 420.01%0.03%0.05%Q4 2018Q4 20219
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 990.01%0.12%0.34%Q2 2013Q2 20159
Dorsey & Whitney Trust CO LLC 410.02%0.03%0.04%Q1 2017Q3 20239
Alpine Global Management, LLC 310.03%0.47%3.36%Q4 2014Q1 20229
Neo Ivy Capital Management 610.03%0.23%0.44%Q4 2018Q2 20229
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 610.02%0.04%0.05%Q1 2019Q3 20219
Itau Unibanco Holding S.A. 310.00%0.01%0.04%Q3 2016Q3 20229
COMPTON CAPITAL MANAGEMENT INC /RI 990.27%0.38%0.56%Q1 2021Q1 20239
Weiss Multi-Strategy Advisers LLC 510.02%0.38%1.54%Q4 2014Q2 20239
NOVARE CAPITAL MANAGEMENT LLC 540.02%0.03%0.03%Q2 2021Q3 20239
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 990.01%0.16%0.20%Q2 2016Q2 20189
Perigon Wealth Management, LLC 510.02%0.05%0.17%Q3 2011Q3 20239
American Research & Management Co. 810.01%0.02%0.04%Q4 2017Q4 20209
Woodson Capital Management, LP 721.80%7.30%21.74%Q2 2017Q3 20209
Nan Shan Life Insurance Co., Ltd. 810.02%0.53%0.93%Q1 2021Q3 20239
DRW Securities, LLC 210.01%0.11%0.81%Q2 2014Q3 20239
Arete Wealth Advisors, LLC 310.02%0.04%0.07%Q3 2019Q2 20239
TRUSTCORE FINANCIAL SERVICES, LLC 420.00%0.01%0.02%Q4 2017Q4 20229
Csenge Advisory Group 520.02%0.10%0.21%Q3 2018Q1 20239
ETRADE Capital Management LLC 410.00%0.01%0.01%Q2 2013Q2 20199
HOWLAND CAPITAL MANAGEMENT LLC 610.02%0.06%0.09%Q4 2015Q3 20239
Eagle Bay Advisors LLC 630.00%0.00%0.01%Q2 2021Q3 20239
MILLIE CAPITAL MANAGEMENT, LLC 990.34%1.72%2.25%Q4 2014Q4 20169
Radnor Capital Management, LLC 510.10%0.23%0.35%Q4 2020Q3 20239
TTP Investments, Inc. 880.38%0.92%1.56%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.01%0.03%Q4 2021Q3 20238
Burleson & Company, LLC 880.01%0.02%0.04%Q1 2021Q4 20228
LIBERTY WEALTH MANAGEMENT LLC 620.00%0.00%0.00%Q3 2019Q3 20218
NATIONAL BANK OF CANADA /FI/ 880.01%0.02%0.04%Q4 2021Q3 20238
TRUEWEALTH LLC 710.00%0.00%0.01%Q4 2017Q2 20208
Vert Asset Management LLC 885.64%6.82%7.64%Q4 2021Q3 20238
Engineers Gate Manager LP 410.01%0.06%0.12%Q4 2019Q1 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 881.27%1.52%1.78%Q4 2021Q3 20238
Opus Capital Group, LLC 880.07%0.14%0.21%Q1 2018Q4 20198
Braun-Bostich & Associates Inc. 610.01%0.18%0.42%Q4 2017Q4 20218
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Kaizen Financial Strategies 530.16%0.22%0.29%Q3 2021Q3 20238
Ninety One North America, Inc. 710.05%0.13%0.31%Q3 2016Q3 20188
FORA Capital, LLC 410.05%0.30%0.58%Q4 2019Q4 20228
Optimal Asset Management, Inc. 880.03%0.28%0.67%Q4 2019Q3 20218
Allspring Global Investments Holdings, LLC 880.02%0.05%0.06%Q4 2021Q3 20238
Krilogy Financial LLC 710.00%0.01%0.02%Q3 2015Q3 20178
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Naviter Wealth, LLC 880.26%0.41%0.65%Q4 2021Q3 20238
Activest Wealth Management 620.03%0.08%0.10%Q1 2021Q2 20238
B&I Capital AG 883.03%5.35%6.58%Q4 2021Q3 20238
Cable Hill Partners, LLC 710.00%0.00%0.01%Q3 2016Q1 20198
Grove Bank & Trust 440.00%0.01%0.02%Q4 2016Q3 20238
CoreFirst Bank & Trust 880.01%0.01%0.01%Q4 2020Q3 20228
Archer Investment Corp 620.00%0.00%0.01%Q2 2020Q3 20238
TUCKER ASSET MANAGEMENT LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Laurel Wealth Advisors, Inc. 880.03%0.04%0.08%Q1 2021Q4 20228
Polaris Wealth Advisory Group, LLC 620.00%1.11%2.28%Q1 2018Q1 20228
ExodusPoint Capital Management, LP 210.00%0.05%0.18%Q1 2019Q4 20228
Interchange Capital Partners, LLC 620.04%0.30%0.57%Q4 2020Q1 20238
HABERER REGISTERED INVESTMENT ADVISOR INC 880.00%0.01%0.01%Q2 2013Q1 20158
TIEDEMANN ADVISORS, LLC 620.02%0.03%0.04%Q4 2018Q3 20238
Omnia Family Wealth, LLC 880.00%0.00%0.01%Q2 2017Q1 20198
Virtus ETF Advisers LLC 710.00%0.27%0.76%Q4 2018Q4 20208
Retirement Planning Co of New England, Inc. 880.36%0.41%0.48%Q4 2021Q3 20238
PRIVATE CAPITAL MANAGEMENT INC 880.52%0.85%1.24%Q4 2015Q3 20178
GUARDIAN INVESTOR SERVICES LLC 880.29%0.31%0.34%Q2 2013Q1 20158
Worth Venture Partners, LLC 510.13%0.23%0.42%Q3 2020Q2 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Tower View Wealth Management LLC 880.12%0.41%1.24%Q4 2017Q3 20198
Princeton Alpha Management LP 310.04%0.31%0.88%Q4 2013Q4 20168
Yarbrough Capital, LLC 880.13%0.16%0.20%Q4 2021Q3 20238
M Holdings Securities, Inc. 610.03%0.06%0.10%Q3 2014Q2 20238
Joho Capital 620.14%0.30%0.53%Q1 2021Q1 20238
Lenox Wealth Management, Inc. 880.00%0.03%0.10%Q3 2018Q2 20208
Arlington Partners LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Vancity Investment Management Ltd 880.48%0.84%1.17%Q4 2020Q3 20228
COMERICA SECURITIES,INC. 880.02%0.02%0.02%Q4 2021Q3 20238
6 Meridian 881.41%1.82%2.36%Q1 2018Q4 20198
SignalPoint Asset Management, LLC 610.09%0.12%0.15%Q4 2013Q4 20168
Mizuho Trust & Banking Co., Ltd. 880.30%0.33%0.36%Q4 2014Q3 20168
Metis Global Partners, LLC 880.08%0.12%0.20%Q4 2021Q3 20238
Zimmer Partners, LP 410.19%0.78%1.23%Q2 2017Q2 20228
Desjardins Global Asset Management Inc. 880.01%0.02%0.04%Q4 2021Q3 20238
RS CRUM INC. 880.14%0.20%0.33%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.04%0.07%0.10%Q2 2013Q1 20158
Williams Jones Wealth Management, LLC. 880.00%0.02%0.03%Q4 2021Q3 20238
CITY NATIONAL BANK 880.00%0.01%0.02%Q4 2013Q3 20158
B. Metzler seel. Sohn & Co. AG 880.03%0.03%0.05%Q4 2021Q3 20238
COLDSTREAM CAPITAL MANAGEMENT INC 410.01%0.02%0.02%Q2 2021Q3 20238
Cinctive Capital Management LP 620.14%0.31%0.56%Q2 2021Q3 20238
Baker Ellis Asset Management LLC 880.03%0.04%0.04%Q4 2014Q3 20168
TD Waterhouse Canada Inc. 880.01%0.02%0.07%Q4 2021Q3 20238
MITCHELL CAPITAL MANAGEMENT CO 440.10%0.77%1.20%Q1 2019Q2 20238
Morse Asset Management, Inc 530.07%0.22%0.46%Q1 2021Q1 20238
Inspire Advisors, LLC 710.04%0.06%0.07%Q4 2020Q3 20238
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 410.04%0.04%0.05%Q4 2013Q1 20168
RAND WEALTH, LLC 880.04%0.05%0.05%Q2 2013Q1 20158
Prudent Man Advisors, LLC 530.10%0.13%0.16%Q3 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.08%0.09%0.11%Q4 2021Q3 20238
Stonebridge Capital Advisors LLC 420.00%0.00%0.01%Q2 2019Q3 20238
Maven Securities LTD 410.01%0.02%0.05%Q1 2021Q3 20238
SkyView Investment Advisors, LLC 880.06%0.08%0.13%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.02%0.02%0.02%Q1 2017Q4 20188
Nuveen Fund Advisors, LLC 880.22%0.25%0.28%Q2 2016Q1 20188
Asset Management Resources, LLC 880.21%0.26%0.39%Q4 2021Q3 20238
Sage Investment Advisers LLC 880.50%0.56%0.64%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.03%0.05%0.06%Q3 2021Q2 20238
DECADE CAPITAL MANAGEMENT LLC 530.02%0.16%0.49%Q2 2013Q3 20158
Hutchens & Kramer Investment Management Group, LLC 880.22%0.35%0.46%Q4 2021Q3 20238
CWA Asset Management Group, LLC 530.02%0.18%0.52%Q2 2020Q3 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 883.26%3.66%4.44%Q2 2013Q1 20158
Sloy Dahl & Holst, LLC 620.04%0.05%0.09%Q1 2021Q1 20238
Alyeska Investment Group, L.P. 710.01%0.12%0.33%Q1 2016Q3 20228
EverSource Wealth Advisors, LLC 880.01%0.05%0.12%Q4 2021Q3 20238
FINANCIAL COUNSELORS INC 710.01%0.21%0.29%Q3 2013Q4 20168
Disciplined Investments, LLC 440.00%0.01%0.01%Q4 2019Q3 20228
Archford Capital Strategies, LLC 710.00%0.13%0.19%Q4 2015Q4 20198
Mystic Asset Management, Inc. 880.32%0.44%0.54%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
LGT Group Foundation 880.30%0.35%0.41%Q4 2021Q3 20238
First City Capital Management, Inc. 710.03%0.03%0.04%Q1 2014Q1 20168
WILLIAMS JONES & ASSOCIATES LLC 880.01%0.01%0.02%Q2 2016Q1 20188
GHE, LLC 880.27%0.36%0.42%Q4 2021Q3 20238
FIRST NATIONAL TRUST CO 880.04%0.09%0.15%Q1 2016Q4 20178
Core Alternative Capital 880.00%0.00%0.00%Q4 2021Q3 20238
EXCALIBUR MANAGEMENT CORP 880.10%0.21%0.27%Q1 2020Q4 20218
NBT BANK N A /NY 530.03%0.03%0.04%Q1 2021Q2 20238
ELEMENT POINTE ADVISORS, LLC 530.10%0.15%0.22%Q2 2021Q2 20238
GLG LLC 620.14%0.19%0.21%Q1 2014Q1 20178
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 881.18%1.39%1.70%Q1 2021Q4 20228
GUARDIAN CAPITAL ADVISORS LP 880.04%0.09%0.13%Q1 2021Q4 20228
Covestor Ltd 880.02%0.06%0.19%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 880.10%0.11%0.12%Q2 2013Q1 20158
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
Wagner Wealth Management, LLC 410.00%0.03%0.06%Q4 2017Q3 20227
Front Row Advisors LLC 430.00%0.03%0.05%Q2 2021Q1 20237
Apollon Wealth Management, LLC 520.01%0.02%0.02%Q4 2021Q3 20237
Evolution Wealth Advisors, LLC 610.00%0.00%0.01%Q4 2019Q3 20217
Quantinno Capital Management LP 610.05%0.10%0.23%Q4 2021Q3 20237
Walleye Capital LLC 220.00%0.01%0.03%Q3 2021Q3 20237
Selective Wealth Management, Inc. 430.00%0.01%0.03%Q3 2019Q3 20227
VisionPoint Advisory Group, LLC 520.02%1.38%2.64%Q4 2020Q3 20237
Machina Capital S.A.S. 510.13%0.46%0.84%Q4 2018Q3 20237
AIA Group Ltd 770.01%0.04%0.07%Q3 2021Q1 20237
GABLES CAPITAL MANAGEMENT INC. 770.26%0.28%0.31%Q1 2022Q3 20237
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 430.09%0.11%0.13%Q3 2021Q3 20237
Richard Bernstein Advisors LLC 320.02%0.17%0.27%Q1 2016Q1 20237
BOSTON FAMILY OFFICE LLC 770.02%0.03%0.04%Q2 2021Q4 20227
XR Securities LLC 210.02%0.06%0.14%Q2 2019Q3 20227
Nippon Life Global Investors Americas, Inc. 320.56%1.09%1.49%Q2 2013Q3 20177
Price Wealth, LLC 430.00%0.01%0.02%Q4 2017Q3 20207
Artemis Investment Management LLP 520.19%0.37%0.54%Q4 2020Q4 20227
Silverleafe Capital Partners, LLC 610.13%0.17%0.20%Q3 2020Q4 20237
SHAPIRO ROBERT N 770.04%0.10%0.12%Q2 2013Q4 20147
CONGRESS ASSET MANAGEMENT CO /MA 770.01%0.06%0.10%Q4 2021Q2 20237
CARLSON CAPITAL L P 210.09%0.23%0.70%Q2 2013Q2 20217
MONTAG A & ASSOCIATES INC 520.00%0.00%0.01%Q3 2021Q3 20237
RS INVESTMENT MANAGEMENT CO LLC 770.00%0.01%0.01%Q4 2014Q2 20167
SIMMONS FIRST TRUST CO NA 770.04%0.10%0.19%Q2 2014Q4 20157
J. Goldman & Co LP 310.01%0.09%0.36%Q1 2017Q4 20217
FLIPPIN BRUCE & PORTER INC 770.84%1.26%1.70%Q3 2019Q1 20217
AFFINITY WEALTH MANAGEMENT LLC 430.05%0.05%0.06%Q3 2021Q3 20237
ANALYTIC INVESTORS, LLC 410.01%0.10%0.38%Q3 2013Q3 20167
Oxbow Advisors, LLC 520.15%0.34%0.57%Q1 2017Q2 20207
Edge Wealth Management LLC 770.00%0.00%0.00%Q2 2020Q4 20217
Janney Capital Management LLC 770.59%0.81%0.94%Q1 2022Q3 20237
Marble Harbor Investment Counsel, LLC 770.10%0.10%0.11%Q2 2013Q4 20147
ARGENTIERE CAPITAL AG 440.09%0.46%1.05%Q1 2018Q4 20187
Edge Advisors, LLC 770.00%0.04%0.22%Q4 2016Q2 20187
UBS OCONNOR LLC 520.01%0.29%1.04%Q3 2013Q3 20157
Quantitative Systematic Strategies LLC 210.03%0.17%0.43%Q4 2014Q2 20217
1ST SOURCE BANK 520.02%0.03%0.03%Q3 2015Q1 20217
FLPUTNAM INVESTMENT MANAGEMENT CO 770.17%0.22%0.26%Q1 2015Q3 20167
HENNESSY ADVISORS INC 410.01%0.04%0.07%Q3 2014Q1 20207
Verity Asset Management, Inc. 430.22%0.26%0.32%Q3 2017Q2 20197
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 310.00%0.60%1.56%Q4 2015Q2 20227
Partners Value Investments L.P. 770.44%1.24%2.71%Q2 2017Q4 20187
STEEL GROVE CAPITAL ADVISORS, LLC 770.04%0.06%0.07%Q3 2015Q1 20177
Riverview Capital Advisers, LLC 610.91%3.31%5.80%Q4 2021Q3 20237
Sequoia Financial Advisors, LLC 410.01%0.01%0.03%Q1 2017Q3 20237
Fund Management at Engine No. 1 LLC 770.08%0.09%0.10%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.04%0.06%Q1 2022Q3 20237
CKW FINANCIAL GROUP 770.00%0.00%0.01%Q4 2013Q2 20157
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Ascent Group, LLC 770.06%0.10%0.20%Q4 2021Q2 20237
Tyler-Stone Wealth Management 520.02%0.02%0.02%Q4 2021Q3 20237
Campbell & CO Investment Adviser LLC 410.10%0.20%0.41%Q1 2018Q4 20227
Magnetar Financial LLC 310.01%0.02%0.03%Q3 2014Q2 20197
Legacy Private Trust Co. 770.06%0.07%0.08%Q2 2014Q4 20157
Operose Advisors LLC 770.01%0.01%0.04%Q1 2022Q3 20237
Congress Wealth Management LLC / DE / 520.01%0.01%0.02%Q4 2021Q3 20237
Patriot Wealth Management, Inc. 410.92%1.25%1.84%Q3 2015Q1 20187
Stiles Financial Services Inc 430.11%0.14%0.16%Q4 2021Q3 20237
REUTER JAMES WEALTH MANAGEMENT, LLC 610.17%0.22%0.28%Q4 2021Q3 20237
American Assets Capital Advisers, LLC 411.04%1.80%2.46%Q4 2014Q4 20187
ATHERTON LANE ADVISERS, LLC 770.05%0.06%0.07%Q2 2014Q4 20157
Integrated Wealth Management 770.02%0.03%0.04%Q1 2015Q3 20167
Marshall Wace North America L.P. 310.00%0.01%0.05%Q4 2013Q2 20217
Moisand Fitzgerald Tamayo, LLC 410.00%0.00%0.01%Q1 2018Q3 20237
Placemark Investments, Inc. 770.09%0.11%0.12%Q2 2013Q4 20147
Iron Horse Wealth Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Rise Advisors, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Mandatum Life Insurance Co Ltd 770.08%0.16%0.26%Q1 2018Q3 20197
Vanderbilt University 770.20%0.27%0.34%Q1 2022Q3 20237
State of Wyoming 610.01%0.05%0.09%Q1 2021Q3 20237
Alpha Paradigm Partners, LLC 410.02%0.10%0.17%Q4 2020Q4 20227
Intrua Financial, LLC 770.06%0.09%0.12%Q3 2021Q1 20237
BALASA DINVERNO & FOLTZ LLC 770.03%0.04%0.05%Q2 2013Q4 20147
Ziegler Capital Management, LLC 410.01%0.14%0.33%Q2 2013Q3 20227
CHOREO, LLC 410.01%0.04%0.08%Q3 2016Q1 20237
Capital Advisory Group Advisory Services, LLC 610.00%0.01%0.01%Q2 2020Q1 20227
TOBIAS FINANCIAL ADVISORS, INC. 610.10%0.42%2.27%Q4 2021Q3 20237
Savior LLC 770.06%0.09%0.18%Q4 2019Q2 20217
TCF National Bank 770.04%0.23%0.44%Q3 2019Q1 20217
Holocene Advisors, LP 610.01%0.30%0.59%Q1 2018Q1 20227
Heritage Trust Co 410.00%0.04%0.06%Q3 2017Q3 20237
Avantax Planning Partners, Inc. 410.01%0.01%0.02%Q3 2017Q4 20197
CARILLON TOWER ADVISERS, INC. 770.04%0.04%0.06%Q4 2017Q2 20197
REAL ESTATE MANAGEMENT SERVICES LLC 610.32%1.40%3.25%Q4 2013Q2 20207
MIROVA 770.02%0.06%0.15%Q4 2018Q2 20207
Lebenthal Holdings,LLC 660.25%0.41%0.48%Q1 2015Q2 20166
Solidarity Wealth, LLC 330.25%0.36%0.47%Q1 2022Q3 20236
KIRR MARBACH & CO LLC /IN/ 420.09%0.12%0.14%Q2 2020Q4 20216
HighTower Trust Company, N.A. 660.05%0.06%0.08%Q4 2021Q1 20236
Czech National Bank 660.10%0.11%0.12%Q3 2022Q4 20236
FNY Partners Fund LP 550.00%0.00%0.02%Q1 2017Q1 20186
FIRST FOUNDATION ADVISORS 510.05%0.98%1.28%Q4 2013Q4 20156
Power Corp of Canada 510.00%0.30%0.65%Q1 2022Q3 20236
ZACKS INVESTMENT MANAGEMENT 310.01%0.02%0.07%Q1 2016Q4 20196
Capula Management Ltd 210.01%0.10%0.42%Q2 2020Q3 20216
NewEdge Wealth, LLC 660.02%0.04%0.05%Q2 2022Q3 20236
Oliver Luxxe Assets LLC 661.03%1.38%1.58%Q4 2020Q1 20226
SEI TRUST CO 660.48%0.70%0.90%Q2 2013Q3 20146
Intersect Capital LLC 660.10%0.21%0.39%Q4 2020Q1 20226
Crewe Advisors LLC 510.00%0.00%0.01%Q3 2020Q4 20226
MUNDER CAPITAL MANAGEMENT 660.02%0.02%0.02%Q2 2013Q3 20146
GRAYHAWK INVESTMENT STRATEGIES INC. 660.01%0.01%0.01%Q2 2022Q3 20236
INTECH INVESTMENT MANAGEMENT LLC 660.03%0.06%0.10%Q2 2022Q3 20236
Point View Wealth Management, Inc. 660.09%0.18%0.29%Q3 2019Q4 20206
Pinnacle Bancorp, Inc. 510.00%0.03%0.04%Q1 2017Q2 20236
AVIANCE CAPITAL MANAGEMENT, LLC 660.27%1.34%1.92%Q4 2017Q1 20196
WRIGHT INVESTORS SERVICE INC 660.24%0.50%0.73%Q2 2022Q3 20236
IBEX WEALTH ADVISORS 410.33%0.40%0.49%Q3 2016Q1 20236
O'Shares Investment Advisers, LLC 660.58%1.14%1.32%Q4 2018Q1 20206
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 510.16%0.47%0.60%Q2 2013Q1 20156
Heartland Bank & Trust Co 660.32%0.40%0.47%Q2 2021Q3 20226
1919 Investment Counsel, LLC 660.10%0.13%0.15%Q2 2013Q3 20146
Autumn Glory Partners, LLC 310.09%0.20%0.37%Q4 2021Q3 20236
FCF Advisors LLC 660.34%0.46%0.59%Q4 2021Q1 20236
MBL Wealth, LLC 510.07%0.16%0.22%Q1 2022Q3 20236
KLINGENSTEIN FIELDS & CO LP 510.02%0.10%0.14%Q2 2014Q4 20176
U.S. Capital Wealth Advisors, LLC 660.01%0.10%0.24%Q3 2021Q4 20226
Clear Harbor Asset Management, LLC 410.01%0.11%0.17%Q4 2019Q3 20226
CAPITAL GROWTH MANAGEMENT LP 412.18%2.47%2.94%Q2 2013Q2 20226
Schechter Investment Advisors, LLC 420.02%0.03%0.04%Q4 2021Q3 20236
Clearwater Capital Advisors, LLC 310.00%0.02%0.03%Q1 2018Q2 20236
BRAUN STACEY ASSOCIATES INC 410.01%0.48%0.79%Q2 2013Q2 20196
TRUE Private Wealth Advisors 420.00%0.03%0.04%Q3 2018Q1 20206
Weaver Consulting Group 660.00%0.01%0.02%Q2 2019Q3 20206
Dynamic Advisor Solutions LLC 510.15%0.41%0.60%Q4 2014Q4 20186
JCIC Asset Management Inc. 660.01%0.01%0.02%Q1 2021Q2 20226
Timber Hill LLC 310.00%0.03%0.10%Q2 2013Q3 20176
DARK FOREST CAPITAL MANAGEMENT LP 420.00%0.05%0.18%Q2 2021Q3 20236
RFG Advisory, LLC 410.01%0.06%0.16%Q1 2017Q4 20226
180 WEALTH ADVISORS, LLC 660.13%0.27%0.35%Q2 2018Q3 20196
Carl P. Sherr & Co., LLC 660.35%0.57%0.72%Q1 2021Q2 20226
Equitable Holdings, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
Quantamental Technologies LLC 310.08%0.25%0.74%Q1 2019Q4 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Enlightenment Research, LLC 210.30%0.54%0.85%Q4 2018Q1 20226
Ferris Capital, LLC 510.01%0.02%0.03%Q2 2017Q1 20196
Clal Insurance Enterprises Holdings Ltd 660.00%0.36%0.76%Q2 2020Q3 20216
Capital Bank & Trust Co 310.00%0.00%0.00%Q2 2017Q4 20196
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.01%0.01%0.02%Q2 2013Q3 20146
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.01%Q1 2021Q2 20226
Stifel Trust Company, N.A. 660.03%0.03%0.03%Q2 2013Q3 20146
AXS Investments LLC 660.24%1.10%1.90%Q2 2022Q3 20236
Armbruster Capital Management, Inc. 660.01%0.01%0.01%Q2 2016Q3 20176
FOX RUN MANAGEMENT, L.L.C. 210.14%0.29%0.50%Q4 2018Q3 20236
Partnervest Advisory Services LLC 510.01%0.03%0.10%Q2 2013Q4 20176
Parisi Gray Wealth Management 660.05%0.06%0.06%Q4 2017Q1 20196
RPG Investment Advisory, LLC 660.00%0.00%0.00%Q2 2020Q3 20216
JACKSON SQUARE CAPITAL, LLC 660.08%0.11%0.12%Q1 2021Q2 20226
VELA Investment Management, LLC 660.16%0.25%0.29%Q2 2022Q3 20236
WATERS PARKERSON & CO., LLC 660.12%0.18%0.22%Q2 2022Q3 20236
WESPAC Advisors SoCal, LLC 662.11%2.92%3.54%Q4 2015Q1 20176
ALERUS FINANCIAL NA 660.05%0.18%0.33%Q4 2020Q1 20226
TrueWealth Advisors, LLC 660.29%0.33%0.36%Q2 2022Q3 20236
TDAM USA INC. 510.01%0.01%0.01%Q2 2013Q1 20156
INTEGRATED WEALTH COUNSEL, LLC 420.02%0.04%0.07%Q2 2013Q4 20166
Quad-Cities Investment Group, LLC 660.07%0.08%0.09%Q2 2018Q3 20196
Teza Capital Management LLC 210.09%0.40%0.86%Q4 2016Q4 20196
Cunning Capital Partners, LP 660.94%1.11%1.30%Q2 2022Q3 20236
Golden State Equity Partners 660.12%0.31%0.45%Q4 2020Q1 20226
RED CEDAR INVESTMENT MANAGEMENT, LLC 660.10%0.18%0.27%Q1 2021Q2 20226
Carmel Capital Partners, LLC 660.29%0.37%0.47%Q2 2022Q3 20236
NS Partners Ltd 660.45%0.85%1.14%Q1 2016Q2 20176
Railway Pension Investments Ltd 660.05%0.09%0.12%Q4 2018Q1 20206
CANTOR FITZGERALD, L. P. 660.40%0.50%0.55%Q2 2022Q3 20236
Murphy Pohlad Asset Management LLC 660.12%0.16%0.19%Q2 2022Q3 20236
Brendel Financial Advisors LLC 510.03%0.37%0.50%Q4 2018Q2 20216
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.54%0.68%0.79%Q2 2015Q3 20166
Ergoteles LLC 420.02%0.11%0.40%Q3 2021Q2 20236
BCGM Wealth Management, LLC 660.36%0.48%0.56%Q2 2022Q3 20236
FWL INVESTMENT MANAGEMENT, LLC 510.01%3.81%4.88%Q4 2020Q4 20226
STONNINGTON GROUP, LLC 510.06%0.09%0.13%Q1 2021Q1 20236
DONALDSON CAPITAL MANAGEMENT, LLC 420.06%0.14%0.21%Q1 2010Q3 20126
Perennial Investment Partners LTD 664.57%7.25%8.83%Q2 2013Q3 20146
Wealthspire Advisors, LLC 410.00%0.01%0.02%Q4 2018Q4 20216
Asset Dedication, LLC 510.00%0.00%0.00%Q1 2022Q3 20236
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 330.07%0.09%0.10%Q2 2019Q4 20206
HORIZON KINETICS ASSET MANAGEMENT LLC 410.01%0.01%0.01%Q1 2019Q2 20205
PRIVATE CAPITAL MANAGEMENT LLC 320.07%0.08%0.10%Q1 2022Q3 20235
First Heartland Consultants, Inc. 550.05%0.07%0.10%Q4 2018Q4 20195
Wilmington Funds Management Corp 550.82%0.97%1.06%Q2 2013Q2 20145
Parametrica Management Ltd 210.22%1.21%2.34%Q4 2013Q1 20215
Pearl River Capital, LLC 110.16%0.45%0.71%Q1 2019Q1 20225
Bremer Bank National Association 410.02%0.26%0.43%Q1 2019Q4 20225
Gladstone Institutional Advisory LLC 410.02%0.10%0.14%Q1 2021Q2 20225
Firefly Value Partners, LP 550.21%0.31%0.39%Q4 2016Q4 20175
WILMINGTON TRUST CO 550.04%0.04%0.05%Q2 2013Q2 20145
Zweig-DiMenna Associates LLC 410.29%0.86%1.63%Q2 2017Q4 20205
Welch Group, LLC 410.01%0.02%0.02%Q1 2022Q3 20235
MAPLE SECURITIES USA INC 410.02%0.12%0.32%Q2 2013Q2 20155
MCKINLEY CAPITAL MANAGEMENT LLC 550.02%0.04%0.05%Q2 2013Q2 20145
Apollo Management Holdings, L.P. 320.05%0.16%0.25%Q2 2017Q1 20195
Princeton Global Asset Management LLC 410.00%0.00%0.00%Q1 2019Q1 20215
ABNER HERRMAN & BROCK LLC 550.04%0.06%0.07%Q1 2016Q1 20175
Legacy Capital Partners, Inc. 550.13%0.20%0.26%Q1 2021Q1 20225
HOWARD FINANCIAL SERVICES, LTD. 550.19%0.23%0.27%Q4 2018Q4 20195
Clean Yield Group 410.00%0.01%0.01%Q4 2020Q1 20225
Gateway Advisory, LLC 320.10%0.13%0.18%Q4 2018Q4 20215
Trinity Legacy Partners, LLC 210.00%0.06%0.12%Q1 2021Q4 20215
Cerro Pacific Wealth Advisors LLC 550.19%0.33%0.50%Q4 2021Q4 20225
Tradition Wealth Management, LLC 320.00%0.01%0.01%Q1 2022Q3 20235
McCarthy Asset Management, Inc. 550.01%0.01%0.02%Q1 2021Q1 20225
SeaTown Holdings Pte. Ltd. 320.26%0.31%0.40%Q3 2020Q4 20215
BOK Financial Private Wealth, Inc. 320.00%0.03%0.06%Q2 2017Q2 20225
Exchange Capital Management, Inc. 310.00%0.36%0.93%Q4 2014Q2 20175
HBK INVESTMENTS L P 310.01%0.04%0.10%Q4 2014Q4 20165
CAPTRUST FINANCIAL ADVISORS 550.01%0.02%0.02%Q3 2022Q3 20235
ETF MANAGERS GROUP, LLC 410.00%0.01%0.02%Q1 2016Q1 20205
Coastline Trust Co 550.03%0.04%0.05%Q1 2021Q1 20225
Park Avenue Institutional Advisers LLC 550.29%0.34%0.36%Q2 2015Q2 20165
WBH ADVISORY INC 410.07%0.15%0.19%Q2 2013Q3 20165
Otter Creek Advisors, LLC 210.75%1.00%1.26%Q1 2015Q4 20185
Unigestion Holding SA 410.03%0.78%1.14%Q3 2018Q1 20205
TITLEIST CAPITAL, LLC 550.25%0.31%0.39%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.01%0.02%0.03%Q1 2015Q1 20165
SITTNER & NELSON, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Stux Capital Management, LLC 550.05%0.20%0.32%Q2 2013Q2 20145
Blueshift Asset Management, LLC 320.08%0.21%0.40%Q4 2018Q3 20225
Bard Financial Services, Inc. 550.02%0.02%0.03%Q3 2022Q3 20235
Aaron Wealth Advisors LLC 550.12%0.26%0.38%Q2 2021Q2 20225
Claraphi Advisory Network, LLC 410.00%0.35%0.62%Q1 2020Q4 20215
Patten Group, Inc. 550.07%0.07%0.08%Q1 2021Q1 20225
Spire Wealth Management 550.01%0.01%0.01%Q1 2021Q1 20225
Kaizen Advisory, LLC 550.03%0.06%0.10%Q4 2017Q4 20185
Laffer Tengler Investments, Inc. 210.02%0.32%0.57%Q2 2016Q3 20235
Swedbank 550.17%0.34%0.88%Q4 2018Q4 20195
Capitolis Advisors LLC 310.01%0.09%0.34%Q4 2020Q2 20225
Royal Fund Management, LLC 310.00%0.00%0.00%Q1 2017Q1 20205
TAP Consulting, LLC 410.05%0.36%0.84%Q3 2020Q4 20215
Epoch Investment Partners, Inc. 410.10%0.18%0.38%Q4 2019Q3 20235
SevenBridge Financial Group, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Barry Investment Advisors, LLC 210.06%0.08%0.09%Q3 2019Q1 20235
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
US Asset Management LLC 210.02%0.05%0.08%Q3 2021Q1 20235
DIXON HUBARD FEINOUR & BROWN INC/VA 320.07%0.07%0.08%Q4 2014Q3 20165
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Cloud Gate Capital, LLC 552.96%3.91%4.59%Q4 2014Q4 20155
BRIDGES INVESTMENT MANAGEMENT INC 550.01%0.01%0.01%Q1 2018Q1 20195
FormulaFolio Investments, LLC 410.02%0.02%0.02%Q1 2018Q4 20205
Ford Financial Group, LLC 410.00%0.14%0.49%Q4 2019Q1 20225
Hodges Capital Management Inc. 550.02%0.03%0.06%Q4 2021Q4 20225
Washington Trust Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Delphi Private Advisors LLC 550.02%0.02%0.03%Q4 2015Q4 20165
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 320.00%0.05%0.10%Q2 2016Q2 20185
ACCIDENT COMPENSATION CORP 410.02%0.09%0.18%Q4 2016Q2 20195
JOURNEY STRATEGIC WEALTH LLC 320.03%0.03%0.04%Q4 2021Q1 20235
BRYN MAWR CAPITAL MANAGEMENT INC 410.16%0.36%0.68%Q2 2013Q4 20145
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
MENORA MIVTACHIM HOLDINGS LTD. 550.58%1.01%1.16%Q2 2018Q2 20195
Ameliora Wealth Management Ltd. 550.03%0.05%0.09%Q3 2022Q3 20235
Red Tortoise LLC 410.00%0.00%0.00%Q3 2021Q3 20235
HB Wealth Management, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
SCHNIEDERS CAPITAL MANAGEMENT LLC 410.06%0.07%0.07%Q1 2021Q3 20235
Glassy Mountain Advisors, Inc. 310.52%0.62%0.73%Q4 2021Q2 20235
High Net Worth Advisory Group LLC 550.00%0.01%0.01%Q4 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.07%0.08%0.10%Q3 2022Q3 20235
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
PFS Partners, LLC 550.05%0.05%0.06%Q3 2022Q3 20235
SPINNAKER TRUST 550.24%0.26%0.29%Q2 2013Q2 20145
MENTA CAPITAL LLC 210.11%0.21%0.32%Q4 2014Q4 20185
ABEILLE ASSET MANAGEMENT SA 550.02%0.56%2.54%Q4 2021Q4 20225
Riverview Trust Co 320.01%0.02%0.03%Q1 2022Q3 20235
Heritage Wealth Advisors 210.00%0.02%0.06%Q3 2018Q2 20205
Harvest Investment Services, LLC 410.10%0.15%0.29%Q4 2018Q4 20215
Visium Asset Management, LP 310.01%0.05%0.19%Q2 2013Q2 20165
NORTHPOINTE CAPITAL LLC 550.30%0.39%0.48%Q4 2014Q4 20155
Secure Asset Management, LLC 310.11%0.17%0.34%Q4 2019Q4 20215
Osborn Williams & Donohoe LLC 550.03%0.08%0.10%Q1 2019Q1 20205
HARVEY CAPITAL MANAGEMENT INC 550.08%0.10%0.13%Q3 2013Q3 20145
SMITH SHELLNUT WILSON LLC /ADV 550.20%0.28%0.40%Q4 2016Q4 20175
Perpetual Investment Management Ltd 320.06%0.08%0.10%Q4 2020Q4 20225
Nicholas Investment Partners, LP 550.30%0.66%1.06%Q1 2021Q1 20225
Artisan Partners Limited Partnership 550.08%0.09%0.10%Q3 2017Q3 20185
KIZE CAPITAL LP 557.16%11.71%13.76%Q4 2020Q4 20215
Beaumont Asset Management, L.L.C. 550.28%0.32%0.34%Q3 2022Q3 20235
Decatur Capital Management, Inc. 551.42%1.63%1.84%Q1 2016Q1 20175
Banyan Partners, LLC 550.02%0.11%0.21%Q3 2013Q3 20145
WILLIAM HARRIS INVESTORS INC 410.05%0.06%0.06%Q1 2015Q3 20165
TOWNSQUARE CAPITAL LLC 410.01%0.01%0.01%Q2 2021Q3 20235
Ranger International Management, LP 550.00%0.00%0.00%Q2 2014Q2 20155
Deer Park Road Corp 210.23%0.71%1.27%Q3 2019Q1 20235
Wilmington Trust Investment Management, LLC 550.17%0.18%0.19%Q2 2013Q2 20145
Samalin Investment Counsel, LLC 410.12%0.14%0.16%Q4 2019Q3 20235
GABELLI FUNDS LLC 320.00%0.01%0.01%Q4 2021Q3 20235
Ameritas Investment Company, LLC 310.00%0.03%0.12%Q1 2019Q1 20215
Copeland Capital Management, LLC 550.00%0.00%0.00%Q4 2018Q4 20195
WealthTrust-Arizona, LLC 550.01%0.02%0.02%Q1 2014Q1 20155
Vigilant Capital Management, LLC 210.00%0.00%0.00%Q3 2015Q3 20225
UBP Investment Advisors SA 550.09%0.12%0.21%Q1 2021Q1 20225
Meridian Wealth Partners, LLC 410.01%0.02%0.03%Q4 2019Q1 20215
Wilmington Trust, National Association 550.01%0.01%0.02%Q2 2013Q2 20145
BRANDYWINE OAK PRIVATE WEALTH LLC 550.05%0.08%0.10%Q4 2018Q4 20195
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CAXTON ASSOCIATES LP 110.02%0.08%0.14%Q1 2017Q2 20225
BAROMETER CAPITAL MANAGEMENT INC. 550.13%0.58%0.86%Q1 2021Q1 20225
JACOBS LEVY EQUITY MANAGEMENT, INC 410.04%0.19%0.33%Q1 2014Q1 20175
Camarda Financial Advisors, LLC 550.03%0.04%0.06%Q1 2016Q1 20175
Alta Advisers Ltd 550.06%0.06%0.07%Q3 2022Q3 20235
HBC Financial Services, PLLC 310.03%0.03%0.03%Q4 2019Q3 20234
JOYN Advisors, Inc. 440.00%0.01%0.02%Q1 2018Q4 20184
Quadrant Real Estate Advisors LLC 441.19%2.07%4.07%Q4 2013Q3 20144
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 210.01%0.01%0.02%Q4 2020Q1 20224
Meristem Family Wealth, LLC 440.04%0.05%0.06%Q2 2021Q1 20224
MAPLELANE CAPITAL, LLC 220.31%0.47%0.65%Q2 2017Q3 20204
Dynamic Capital Management Ltd 210.14%0.59%1.00%Q2 2013Q4 20154
Perkins Coie Trust Co 310.00%0.02%0.04%Q1 2020Q4 20214
Gabalex Capital Management LLC 221.00%2.38%3.90%Q2 2017Q4 20194
GTS SECURITIES LLC 220.00%0.01%0.02%Q2 2023Q3 20234
SAC Capital Advisors LP 440.01%0.02%0.04%Q2 2013Q1 20144
Jump Trading, LLC 110.01%0.05%0.17%Q4 2015Q1 20194
Palogic Value Management, L.P. 440.38%0.39%0.39%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.01%0.04%Q4 2022Q3 20234
Commonwealth Financial Services, LLC 440.02%0.02%0.02%Q2 2016Q1 20174
Community Financial Services Group, LLC 440.01%0.01%0.01%Q4 2014Q3 20154
NewSquare Capital LLC 110.00%0.02%0.09%Q2 2020Q3 20234
Catalyst Capital Advisors LLC 310.00%0.05%0.20%Q3 2014Q2 20164
PDT Partners, LLC 220.14%0.34%0.76%Q2 2013Q3 20154
Choate Investment Advisors 440.02%0.02%0.03%Q2 2013Q1 20144
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
CORTLAND ADVISERS LLC 440.24%0.46%1.11%Q1 2017Q4 20174
Strategic Advisors LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Hexavest Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
AMG National Trust Bank 310.04%0.08%0.09%Q2 2013Q3 20234
Employers Holdings, Inc. 310.12%0.13%0.14%Q2 2019Q1 20214
GeoWealth Management, LLC 210.02%0.05%0.11%Q1 2022Q3 20234
Waterfront Capital Partners, LLC 110.49%1.82%2.76%Q1 2014Q3 20174
MYCIO WEALTH PARTNERS, LLC 310.00%0.01%0.02%Q2 2015Q3 20164
Loudon Investment Management, LLC 440.32%0.90%1.35%Q3 2019Q2 20204
GlobalBridge, Inc. 440.14%0.18%0.22%Q2 2013Q1 20144
HAMEL ASSOCIATES, INC. 440.34%0.50%0.61%Q1 2017Q4 20174
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
QUANTRES ASSET MANAGEMENT Ltd 210.20%0.29%0.38%Q2 2015Q4 20184
Delek Group, Ltd. 440.44%0.48%0.55%Q4 2017Q3 20184
CHARTWELL INVESTMENT PARTNERS, LLC 440.13%0.15%0.17%Q1 2016Q4 20164
NorthRock Partners, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Community Bank, N.A. 310.00%0.01%0.01%Q4 2018Q3 20224
Mirador Capital Partners LP 440.05%0.06%0.08%Q3 2021Q2 20224
US FINANCIAL ADVISORS, LLC 440.02%0.02%0.03%Q1 2015Q4 20154
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 440.01%0.07%0.12%Q1 2016Q4 20164
Bowling Portfolio Management LLC 210.14%0.18%0.22%Q1 2017Q1 20194
F&C Asset Management plc 440.04%0.05%0.06%Q2 2013Q1 20144
Kamunting Street Capital Management, L.P. 440.89%3.74%7.37%Q1 2020Q4 20204
Aurora Investment Counsel 441.27%1.33%1.42%Q1 2014Q4 20144
Cedar Wealth Management, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Folger Hill Asset Management LP 440.03%0.39%0.85%Q2 2016Q1 20174
Morningstar Investment Management LLC 440.05%0.07%0.08%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.00%0.00%0.00%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 310.00%0.00%0.00%Q3 2019Q1 20214
Hill Winds Capital LP 310.85%1.96%3.28%Q2 2021Q4 20224
Kissinger Financial Services LLC 443.55%3.99%4.66%Q3 2016Q2 20174
Castle Hook Partners LP 210.03%0.17%0.50%Q1 2018Q3 20234
FMA ADVISORY INC 440.27%0.52%0.69%Q4 2020Q3 20214
OVERSEA-CHINESE BANKING Corp Ltd 440.17%0.26%0.44%Q4 2022Q3 20234
YorkBridge Wealth Partners, LLC 440.00%0.00%0.01%Q3 2017Q2 20184
HCR Wealth Advisors 440.14%0.17%0.20%Q4 2016Q3 20174
CIBC BANK USA 440.05%0.05%0.05%Q1 2019Q4 20194
Summit Trail Advisors, LLC 220.01%0.03%0.05%Q4 2017Q3 20234
SpiderRock Advisors, LLC 110.01%0.14%0.48%Q1 2017Q3 20174
AUA CAPITAL MANAGEMENT, LLC 310.00%0.02%0.02%Q4 2016Q4 20174
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.81%0.87%1.02%Q2 2021Q1 20224
Prana Capital Management, LP 440.56%0.75%1.17%Q4 2022Q3 20234
Legacy Advisors, LLC 210.01%0.01%0.02%Q1 2018Q2 20194
CLOUGH CAPITAL PARTNERS L P 440.19%0.19%0.20%Q4 2022Q3 20234
Bridgefront Capital, LLC 210.09%0.32%0.72%Q4 2020Q3 20224
Lester Murray Antman dba SimplyRich 310.24%0.26%0.28%Q1 2018Q2 20194
Kovack Advisors, Inc. 210.06%0.09%0.11%Q4 2019Q4 20214
Financial Advocates Investment Management 210.02%0.07%0.09%Q2 2021Q1 20234
Banco de Sabadell, S.A 210.01%0.10%0.16%Q2 2018Q2 20214
Larson Financial Group LLC 310.00%0.01%0.03%Q2 2020Q3 20234
F3Logic, LLC 310.07%0.13%0.17%Q1 2019Q4 20224
Centerpoint Advisors, LLC 310.00%0.00%0.01%Q2 2018Q3 20234
Castleview Partners, LLC 310.00%0.08%0.28%Q2 2021Q2 20224
Atom Investors LP 220.02%0.05%0.11%Q2 2019Q2 20204
FNY Investment Advisers, LLC 210.00%0.00%0.00%Q2 2018Q1 20204
All Season Financial Advisors, Inc. 440.26%0.42%0.53%Q2 2021Q1 20224
Magnus Financial Group LLC 310.03%0.04%0.06%Q4 2018Q2 20204
Arabesque Asset Management Ltd 440.53%0.57%0.63%Q3 2021Q2 20224
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GARRISON POINT ADVISORS, LLC 440.21%0.33%0.41%Q4 2018Q3 20194
My Legacy Advisors, LLC 310.09%0.09%0.10%Q1 2022Q2 20234
TWINBEECH CAPITAL LP 110.20%0.23%0.24%Q4 2020Q1 20234
Golden State Wealth Management, LLC 310.00%0.01%0.01%Q1 2019Q1 20204
RBA Wealth Management, LLC 440.15%0.19%0.24%Q1 2019Q4 20194
Realta Investment Advisors 310.00%0.01%0.05%Q2 2019Q4 20214
Kingsview Wealth Management, LLC 210.02%0.04%0.12%Q3 2020Q1 20234
Meeder Advisory Services, Inc. 440.09%0.11%0.14%Q4 2022Q3 20234
Graypoint LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Blueprint Investment Partners LLC 310.08%0.13%0.21%Q3 2021Q1 20234
OPTIONS SOLUTIONS, LLC 310.10%0.37%0.58%Q1 2022Q2 20234
SteelPeak Wealth, LLC 220.02%0.20%0.70%Q4 2019Q3 20234
Indie Asset Partners, LLC 210.16%0.19%0.24%Q4 2019Q1 20224
AGF MANAGEMENT LTD 440.03%0.04%0.04%Q4 2022Q3 20234
Systematic Alpha Investments, LLC 310.00%0.00%0.00%Q3 2021Q3 20234
Standard Family Office LLC 310.00%0.00%0.00%Q4 2020Q3 20224
WFA of San Diego, LLC 210.01%0.02%0.03%Q2 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.02%0.02%0.02%Q4 2020Q3 20214
Jump Financial, LLC 210.02%0.11%0.21%Q3 2020Q2 20224
WOLFF WIESE MAGANA LLC 210.00%0.00%0.00%Q2 2021Q3 20234
Castellan Group 441.18%1.90%2.25%Q3 2021Q2 20224
DCM Advisors, LLC 440.24%0.29%0.41%Q2 2021Q1 20224
Sterling Financial Planning, Inc. 440.01%0.02%0.03%Q4 2020Q3 20214
WOODWARD DIVERSIFIED CAPITAL, LLC 440.16%0.18%0.19%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Better Money Decisions, LLC 310.01%0.02%0.02%Q1 2021Q2 20224
AFS Financial Group, LLC 440.93%0.97%1.05%Q4 2022Q3 20234
Iyo Bank, Ltd. 441.44%1.91%2.22%Q4 2021Q3 20224
CoreCap Advisors, LLC 310.00%0.04%0.06%Q4 2021Q4 20224
Wedmont Private Capital 440.04%0.05%0.05%Q4 2022Q3 20234
Connective Portfolio Management, LLC 441.90%1.99%2.20%Q4 2021Q3 20224
1620 INVESTMENT ADVISORS, INC. 220.34%0.68%1.03%Q4 2021Q1 20234
HERBST GROUP, LLC 440.14%0.16%0.19%Q4 2022Q3 20234
O'ROURKE & COMPANY, Inc 440.19%0.21%0.23%Q4 2022Q3 20234
Cladis Investment Advisory, LLC 220.21%0.23%0.25%Q4 2021Q1 20234
Capasso Planning Partners LLC 440.14%0.29%0.44%Q4 2021Q3 20224
Cyrus J. Lawrence, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
Harvest Portfolios Group Inc. 440.01%0.01%0.02%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Virtus Investment Advisers, Inc. 310.11%0.26%0.68%Q3 2016Q4 20174
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Lodestone Wealth Management LLC 441.46%1.57%1.66%Q4 2022Q3 20234
Warther Private Wealth, LLC 440.14%0.20%0.24%Q2 2021Q1 20224
RFP Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JDM Financial Group LLC 440.37%0.41%0.53%Q4 2022Q3 20234
BEACON INVESTMENT ADVISORS LLC 440.29%0.33%0.39%Q4 2022Q3 20234
Register Financial Advisors LLC 440.05%0.07%0.10%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.02%0.06%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.02%0.02%0.02%Q4 2022Q3 20234
MRP Capital Investments, LLC 440.37%0.48%0.62%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Quarry LP 440.00%0.00%0.01%Q4 2022Q3 20234
VIAWEALTH, LLC 440.16%0.18%0.19%Q4 2022Q3 20234
Financial Freedom, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Park Place Capital Corp 440.05%0.15%0.24%Q4 2022Q3 20234
BBJS FINANCIAL ADVISORS, LLC 440.23%0.26%0.30%Q4 2022Q3 20234
Socha Financial Group, LLC 440.13%0.15%0.16%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
QCM Cayman, Ltd. 210.15%0.41%0.95%Q4 2014Q4 20204
GREENWOOD CAPITAL ASSOCIATES LLC 440.04%0.10%0.14%Q1 2021Q4 20214
COOKSON PEIRCE & CO INC 440.05%0.05%0.06%Q4 2015Q3 20164
Western Asset Management Company, LLC 440.00%0.00%0.00%Q2 2013Q1 20144
GRASSI INVESTMENT MANAGEMENT LLC 440.16%0.16%0.17%Q2 2013Q1 20144
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.23%0.28%0.35%Q1 2022Q4 20224
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.01%0.01%0.01%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
STONERIDGE INVESTMENT PARTNERS LLC 210.04%0.22%0.46%Q4 2016Q4 20204
MASTERS CAPITAL MANAGEMENT LLC 210.15%1.60%2.82%Q1 2015Q4 20204
CANANDAIGUA NATIONAL CORP 440.17%0.20%0.22%Q1 2022Q4 20224
ADVENT CAPITAL MANAGEMENT /DE/ 210.00%0.05%0.08%Q3 2018Q3 20234
ASSOCIATED BANC-CORP 440.00%0.00%0.01%Q1 2020Q4 20204
SPOT TRADING L.L.C. 220.01%0.03%0.08%Q2 2017Q3 20174
WASATCH ADVISORS LP 440.01%0.01%0.01%Q3 2017Q2 20184
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
DAVIDSON & GARRARD INC 220.05%0.05%0.05%Q4 2014Q2 20164
NatWest Group plc 310.00%0.24%0.75%Q2 2013Q3 20144
BOSTON ADVISORS LLC 310.01%0.16%0.27%Q3 2015Q3 20194
FULTON BANK, N.A. 440.02%0.05%0.08%Q3 2016Q2 20174
CENTAURUS FINANCIAL, INC. 210.00%0.02%0.04%Q2 2018Q2 20234
CenturyLink Investment Management Co 210.14%0.30%0.47%Q4 2014Q2 20164
CASCADE INVESTMENT GROUP, INC. 441.49%1.64%1.85%Q4 2022Q3 20234
WAFRA INC. 440.43%0.55%0.80%Q1 2019Q4 20194
QCI ASSET MANAGEMENT INC/NY 310.00%0.00%0.01%Q4 2018Q1 20204
ICA Group Wealth Management, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Investment Advisory Services, LLC 210.01%0.01%0.02%Q4 2018Q3 20193
Bellecapital International Ltd. 330.08%0.08%0.09%Q3 2021Q1 20223
Wakefield Asset Management LLLP 210.10%0.25%0.34%Q2 2020Q4 20213
Terra Nova Asset Management LLC 331.13%1.36%1.68%Q1 2015Q3 20153
Indices-Pac Research Corp. 330.36%0.48%0.62%Q2 2013Q4 20133
Red Door Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q2 20213
BECK CAPITAL MANAGEMENT, LLC 330.18%0.23%0.35%Q4 2020Q2 20213
Fairholme Capital Management 330.33%0.46%0.53%Q1 2020Q3 20203
KOCH INDUSTRIES INC 330.03%0.08%0.12%Q2 2017Q4 20173
HERITAGE WEALTH MANAGEMENT, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
CENTRAL BANK & TRUST CO 210.00%0.00%0.01%Q2 2015Q3 20163
CONTINENTAL ADVISORS LLC 220.19%0.21%0.23%Q3 2016Q4 20163
ROVIN CAPITAL /UT/ /ADV 330.12%0.14%0.15%Q2 2021Q4 20213
First Affirmative Financial Network 330.26%0.28%0.31%Q3 2021Q1 20223
Accel Wealth Management 330.00%0.00%0.00%Q4 2020Q2 20213
RAMIUS ADVISORS LLC 220.06%1.57%2.60%Q2 2020Q3 20203
Weiss Asset Management LP 210.02%0.02%0.02%Q1 2019Q4 20193
SageView Advisory Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Nilsine Partners, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
BAKER TILLY WEALTH MANAGEMENT, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
EDGE ASSET MANAGEMENT, INC 330.29%0.50%0.61%Q3 2016Q1 20173
Psagot Value Holdings Ltd. / (Israel) 210.00%0.04%0.11%Q3 2021Q2 20233
ACCURATE INVESTMENT SOLUTIONS, INC. 210.00%0.00%0.01%Q1 2019Q4 20193
Global Financial Private Capital, Inc 330.00%0.00%0.00%Q2 2019Q4 20193
ANTIPODES PARTNERS Ltd 332.44%3.02%3.83%Q2 2020Q4 20203
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.02%0.03%Q4 2022Q3 20233
Legg Mason Asset Management (Japan) Co., Ltd. 330.73%0.80%0.85%Q4 2019Q2 20203
Aquila Investment Management LLC 331.08%1.17%1.24%Q4 2021Q2 20223
Pegasus Partners Ltd. 210.09%0.11%0.13%Q2 2015Q2 20163
Annapolis Financial Services, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Claro Advisors LLC 210.00%0.06%0.08%Q4 2018Q1 20223
Mach-1 Financial Group, LLC 210.00%0.00%0.01%Q4 2021Q3 20223
Jackson, Grant Investment Advisers, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Parsec Financial Management, Inc. 330.02%0.02%0.02%Q2 2020Q4 20203
Harfst & Associates, Inc. 330.00%0.00%0.01%Q2 2015Q4 20153
PCG Wealth Advisors, LLC 330.94%0.98%1.01%Q4 2022Q2 20233
TURNER INVESTMENTS LLC 210.05%0.05%0.06%Q3 2013Q1 20153
MATHER GROUP, LLC. 210.00%0.01%0.01%Q4 2021Q3 20233
Industrial Alliance Investment Management Inc. 210.00%0.01%0.04%Q4 2021Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
BRASADA CAPITAL MANAGEMENT, LP 330.46%0.50%0.53%Q3 2018Q1 20193
Svenska Handelsbanken AB (publ) 332.22%3.06%4.06%Q1 2016Q3 20163
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
VETAMER CAPITAL MANAGEMENT, L.P. 331.04%1.66%2.19%Q1 2023Q3 20233
Dakota Wealth Management 210.03%0.05%0.09%Q1 2019Q1 20223
Constitution Capital LLC 330.52%0.75%1.06%Q1 2022Q3 20223
Strategic Financial Concepts, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Y.D. More Investments Ltd 330.00%0.00%0.00%Q4 2022Q2 20233
ROCKEFELLER FINANCIAL SERVICES INC 210.00%0.00%0.01%Q1 2017Q4 20173
GFG Capital, LLC 210.06%0.07%0.09%Q1 2021Q4 20213
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Brick & Kyle, Associates 330.00%0.00%0.00%Q3 2016Q1 20173
Prentice Wealth Management LLC 330.07%0.08%0.08%Q1 2021Q3 20213
Algebris Investments (UK) LLP 210.16%0.67%1.00%Q3 2013Q1 20173
Howard Capital Management Group, LLC 210.02%0.02%0.02%Q4 2021Q3 20233
Bison Wealth, LLC 210.04%0.05%0.07%Q4 2022Q3 20233
Gallagher Fiduciary Advisors, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
RMB Capital Management, LLC 330.02%0.02%0.02%Q2 2017Q4 20173
Koshinski Asset Management, Inc. 330.00%0.01%0.01%Q3 2021Q1 20223
ELLIOTT MANAGEMENT CORP 210.14%0.41%0.95%Q4 2014Q3 20173
Polar Asset Management Partners Inc. 210.00%0.01%0.01%Q4 2020Q4 20213
GLG INC. 330.08%0.12%0.16%Q2 2013Q4 20133
Venture Visionary Partners LLC 210.00%0.06%0.08%Q2 2022Q3 20233
CAMG Solamere Management, LLC 210.59%0.74%0.86%Q3 2017Q3 20203
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Mariner Wealth Advisors-Madison, LLC 330.11%0.14%0.19%Q1 2013Q3 20133
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 330.02%0.10%0.21%Q2 2013Q4 20133
Western Wealth Management, LLC 330.03%0.05%0.06%Q4 2018Q2 20193
SIX COLUMNS CAPITAL, LP 330.80%1.38%2.07%Q4 2019Q2 20203
OSTRUM ASSET MANAGEMENT 330.07%0.07%0.07%Q1 2023Q3 20233
Bay Harbor Wealth Management, LLC 210.00%0.01%0.02%Q4 2018Q1 20203
Clarus Wealth Advisors 330.00%0.00%0.01%Q2 2018Q4 20183
CAPITAL MANAGEMENT ASSOCIATES /NY/ 331.18%1.23%1.27%Q1 2022Q3 20223
Lucia Wealth Services, LLC 330.00%0.01%0.02%Q1 2018Q3 20183
Full18 Capital LLC 330.93%1.39%1.68%Q2 2021Q4 20213
TRUST DEPARTMENT MB FINANCIAL BANK N A 210.00%0.00%0.00%Q2 2014Q1 20173
Hotaling Investment Management, LLC 330.61%0.71%0.80%Q4 2018Q2 20193
Pine River Capital Management L.P. 110.01%0.02%0.02%Q4 2013Q1 20163
Orinda Asset Management LLC 211.46%2.69%3.69%Q3 2017Q3 20203
PRW Wealth Management LLC 210.01%0.03%0.07%Q4 2018Q2 20213
Parametric Risk Advisors LLC 330.02%0.03%0.05%Q1 2014Q3 20143
Lourd Capital, LLC 210.06%0.09%0.14%Q4 2017Q4 20183
Resolute Advisors LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Hamilton Wealth, LLC 331.99%2.30%2.73%Q2 2022Q4 20223
FORMULA GROWTH LTD 212.28%2.93%3.29%Q1 2021Q4 20213
CERTUITY, LLC 330.06%0.07%0.07%Q1 2021Q3 20213
RB Capital Management, LLC 210.17%0.17%0.18%Q1 2019Q4 20193
First Bancorp, Inc /ME/ 210.20%0.22%0.24%Q1 2021Q1 20223
ENDEAVOUR CAPITAL ADVISORS INC 210.20%0.50%1.02%Q2 2013Q4 20143
SouthState Corp 330.00%0.00%0.00%Q3 2021Q1 20223
Minot Wealth Management LLC 330.06%0.06%0.06%Q3 2021Q1 20223
SSI INVESTMENT MANAGEMENT LLC 330.12%0.14%0.16%Q2 2013Q4 20133
Essex Savings Bank 330.03%0.04%0.04%Q4 2018Q2 20193
Apex Capital Management 330.01%0.02%0.02%Q2 2013Q4 20133
Hilltop Holdings Inc. 210.03%0.05%0.06%Q3 2018Q1 20223
First Command Financial Services, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
First Command Bank 330.00%0.00%0.00%Q1 2020Q3 20203
ENDEX CAPITAL MANAGEMENT LLC 330.42%0.46%0.50%Q2 2013Q4 20133
Spartan Planning & Wealth Management 110.00%0.01%0.02%Q1 2022Q3 20233
Lloyd Advisory Services, LLC. 330.00%0.01%0.01%Q4 2019Q2 20203
CHATHAM CAPITAL GROUP, INC. 330.07%0.07%0.08%Q1 2021Q3 20213
Robertson Stephens Wealth Management, LLC 330.02%0.06%0.14%Q1 2023Q3 20233
Advisory Alpha, LLC 110.00%0.00%0.00%Q1 2019Q1 20203
EVERGREEN CAPITAL MANAGEMENT LLC 210.01%0.02%0.02%Q4 2022Q3 20233
Bellwether Investment Group, LLC 210.02%0.04%0.07%Q2 2016Q1 20173
Y-Intercept (Hong Kong) Ltd 110.15%0.25%0.39%Q4 2020Q2 20223
Rossmore Private Capital 210.07%0.08%0.10%Q4 2017Q3 20233
CYNOSURE ADVISORS, LLC 330.06%0.09%0.14%Q4 2017Q2 20183
SMH CAPITAL ADVISORS INC 330.60%0.82%1.02%Q3 2020Q1 20213
Joseph P. Lucia & Associates, LLC 330.01%0.01%0.01%Q1 2021Q3 20213
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.01%Q4 2017Q4 20213
Alaska Permanent Fund Corp 330.03%0.05%0.06%Q3 2020Q1 20213
FIRST MERCANTILE TRUST CO 330.04%0.07%0.09%Q3 2019Q1 20203
Gryphon Financial Partners LLC 330.01%0.01%0.01%Q4 2017Q2 20183
CALDWELL SUTTER CAPITAL, INC. 330.02%0.03%0.03%Q1 2023Q3 20233
TRANSCEND CAPITAL ADVISORS, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
JUMP TRADING, LLC 330.01%0.02%0.03%Q2 2019Q4 20193
MKP Capital Management, L.L.C. 210.89%3.64%8.92%Q1 2017Q4 20193
SeaBridge Investment Advisors LLC 330.01%0.01%0.01%Q3 2019Q1 20203
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q4 2014Q4 20183
Procyon Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Dorsey Wright & Associates 330.08%0.09%0.09%Q3 2021Q1 20223
Formidable Asset Management, LLC 330.00%0.00%0.01%Q3 2015Q1 20163
MILLER VALUE PARTNERS, LLC 330.14%0.17%0.22%Q2 2022Q4 20223
GLENHILL ADVISORS LLC 330.03%0.05%0.07%Q4 2013Q2 20143
Saba Capital Management, L.P. 331.81%2.31%2.73%Q3 2018Q1 20193
GYL FINANCIAL SYNERGIES, LLC 330.64%0.72%0.86%Q1 2023Q3 20233
Surevest, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Crosspoint Capital Strategies, LLC 330.01%0.04%0.07%Q3 2014Q1 20153
Cornerstone Wealth Management, LLC 210.00%0.01%0.03%Q2 2018Q1 20193
Noked Israel Ltd 210.27%0.45%0.70%Q1 2019Q4 20193
Kelman-Lazarov, Inc. 330.33%0.34%0.34%Q2 2017Q4 20173
West Branch Capital LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Sageworth Trust Co 110.00%0.00%0.00%Q4 2017Q2 20203
Leelyn Smith, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
RAINIER INVESTMENT MANAGEMENT LLC 330.25%0.27%0.29%Q2 2016Q4 20163
WELD CAPITAL MANAGEMENT LLC 110.10%0.14%0.23%Q2 2019Q3 20203
Intrinsic Edge Capital Management LLC 210.13%0.63%1.39%Q3 2020Q3 20213
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 330.00%0.80%2.40%Q4 2019Q2 20203
Monument Capital Management 210.02%0.08%0.11%Q3 2018Q3 20233
K2 PRINCIPAL FUND, L.P. 110.05%0.55%1.53%Q1 2018Q4 20183
TITLEIST ASSET MANAGEMENT, LLC 330.08%0.13%0.21%Q1 2023Q3 20233
OFI INVEST ASSET MANAGEMENT 330.02%0.02%0.03%Q1 2023Q3 20233
PFG Investments, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.10%0.10%0.10%Q1 2023Q3 20233
CreativeOne Wealth, LLC 330.01%0.01%0.02%Q2 2021Q4 20213
Intercontinental Wealth Advisors, LLC 330.06%0.08%0.09%Q4 2020Q2 20213
AVALON CAPITAL MANAGEMENT 331.14%1.19%1.28%Q2 2018Q4 20183
STEPH & CO 330.01%0.01%0.01%Q4 2020Q2 20213
West Coast Financial LLC 330.10%0.13%0.16%Q3 2016Q1 20173
Noked Capital LTD 210.27%0.45%0.70%Q1 2019Q4 20193
Glass Jacobson Investment Advisors llc 210.14%0.16%0.19%Q4 2022Q3 20233
CQS (US), LLC 330.58%0.86%1.41%Q1 2021Q3 20213
Nordwand Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Trifecta Capital Advisors, LLC 210.00%0.01%0.02%Q4 2022Q3 20233
STRATEGY ASSET MANAGERS LLC 210.34%0.51%0.66%Q2 2013Q2 20153
SPROTT INC. 210.01%0.02%0.02%Q1 2015Q2 20173
Axiom Investment Management LLC 330.72%0.98%1.14%Q1 2022Q3 20223
Signature Wealth Management Partners, LLC 330.25%0.28%0.32%Q3 2021Q1 20223
Coastal Bridge Advisors, LLC 210.06%0.08%0.10%Q3 2019Q1 20223
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
Hoxton Planning & Management, LLC 330.14%0.14%0.15%Q4 2022Q2 20233
XTX Topco Ltd 110.12%0.21%0.34%Q2 2021Q3 20233
Peregrine Asset Advisers, Inc. 111.43%1.79%2.17%Q3 2017Q1 20193
HM PAYSON & CO 210.00%0.00%0.00%Q2 2019Q2 20233
WealthTrust Fairport, LLC 330.02%0.03%0.04%Q3 2016Q1 20173
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20213
Squar Milner Financial Services LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Pinnacle Wealth Planning Services, Inc. 110.02%0.04%0.05%Q4 2020Q4 20212
One Wealth Advisors, LLC 110.01%0.03%0.06%Q4 2021Q4 20222
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
MCIA Inc 220.00%0.00%0.00%Q2 2017Q3 20172
Ground Swell Capital, LLC 220.11%0.14%0.16%Q2 2014Q3 20142
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q3 20162
Providence First Trust Co 220.31%0.38%0.46%Q3 2020Q4 20202
Greenwich Wealth Management LLC 220.02%0.02%0.03%Q4 2021Q1 20222
PSI Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Stratos Investment Management, LLC 220.12%0.12%0.12%Q3 2019Q4 20192
GoldenTree Asset Management 220.47%0.51%0.54%Q2 2021Q3 20212
Ridgewood Investments LLC 220.10%0.11%0.11%Q1 2023Q2 20232
Synergy Asset Management, LLC 220.16%0.93%1.71%Q1 2022Q2 20222
Eagle Ridge Investment Management 220.06%0.06%0.06%Q3 2017Q4 20172
BB&T INVESTMENT SERVICES, INC. 220.00%0.00%0.00%Q4 2016Q1 20172
Kathmere Capital Management, LLC 220.00%0.00%0.01%Q3 2020Q4 20202
GALAXY CAPITAL TRADING LTD 220.31%0.37%0.44%Q2 2013Q3 20132
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
REYNOLDS CAPITAL MANAGEMENT LLC 110.27%0.31%0.36%Q2 2013Q1 20162
Covenant Asset Management, LLC 110.06%0.06%0.07%Q1 2022Q4 20222
Laidlaw Wealth Management LLC 110.05%0.05%0.05%Q4 2021Q1 20232
AMJ Financial Wealth Management 220.84%1.06%1.28%Q3 2021Q4 20212
NEW ENGLAND SECURITIES CORP /MA/ 110.00%0.00%0.01%Q2 2013Q4 20132
Platte River Wealth Advisors, LLC 220.52%0.52%0.53%Q4 2021Q1 20222
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q4 2021Q1 20232
Chiron Investment Management, LLC 110.00%0.06%0.12%Q4 2021Q2 20222
Harbour Capital Advisors, LLC 110.02%0.04%0.06%Q1 2017Q4 20212
First Capital Advisors Group, LLC. 110.01%0.05%0.08%Q1 2018Q2 20232
DigitalBridge Group, Inc. 220.18%0.21%0.23%Q2 2023Q3 20232
EPG Wealth Management LLC 220.11%0.13%0.14%Q4 2021Q1 20222
Phoenix Holdings Ltd. 220.02%0.02%0.02%Q2 2020Q3 20202
Resonant Capital Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.58%0.60%0.61%Q2 2016Q3 20162
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BLACKTHORN INVESTMENT GROUP LLC 220.37%0.45%0.54%Q3 2013Q4 20132
Keebeck Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q2 20202
P SCHOENFELD ASSET MANAGEMENT LP 110.09%0.13%0.18%Q4 2013Q2 20152
Leucadia National 110.01%0.01%0.02%Q4 2022Q2 20232
RJA Asset Management LLC 220.49%1.46%2.44%Q4 2020Q1 20212
Investment Management Corp of Ontario 220.14%0.15%0.17%Q2 2023Q3 20232
Davis Capital Management 220.00%0.00%0.00%Q1 2020Q2 20202
ARQ WEALTH ADVISORS, LLC 220.26%0.28%0.30%Q1 2021Q2 20212
Rain Capital Management, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
Traynor Capital Management, Inc. 220.08%0.09%0.10%Q3 2018Q4 20182
Linscomb & Williams, Inc. 220.02%0.13%0.24%Q4 2019Q1 20202
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
MOORE CAPITAL MANAGEMENT, LP 220.04%0.14%0.25%Q2 2017Q3 20172
Graham Capital Management, L.P. 110.01%0.03%0.06%Q4 2021Q2 20222
FDO Partners, LLC 110.25%0.34%0.44%Q3 2016Q1 20172
Good Harbor Financial, LLC 220.15%0.20%0.25%Q1 2014Q2 20142
Regal Wealth Group, Inc. 220.01%0.01%0.01%Q2 2016Q3 20162
Resolute Capital Asset Partners LLC 111.82%2.62%3.41%Q4 2021Q2 20222
ENGINE NO. 1 LLC 220.06%0.07%0.07%Q3 2021Q4 20212
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2022Q3 20232
R&F Capital Advisors LP 221.09%1.10%1.10%Q4 2016Q1 20172
Alpha DNA Investment Management LLC 220.07%0.09%0.10%Q4 2020Q1 20212
Empyrean Capital Partners, LP 220.51%0.52%0.52%Q2 2018Q3 20182
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q1 2021Q3 20212
Pointe Capital Management LLC 220.12%0.14%0.15%Q1 2015Q2 20152
Donald L. Hagan, LLC 110.04%0.04%0.05%Q3 2015Q1 20162
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
InTrack Investment Management Inc 220.34%0.35%0.37%Q3 2023Q4 20232
Lebenthal Asset Management, LLC 220.00%0.13%0.26%Q2 2016Q3 20162
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.04%0.07%Q4 2020Q4 20222
Bruderman Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Quinn Opportunity Partners LLC 220.06%0.06%0.07%Q2 2020Q3 20202
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.02%0.02%Q2 2021Q3 20232
Alaethes Wealth LLC 220.01%0.01%0.01%Q3 2021Q4 20212
J Arnold Wealth Management Co 220.44%0.49%0.53%Q2 2020Q3 20202
Soros Fund Management 110.22%0.24%0.25%Q3 2015Q1 20162
Kercheville Advisors, LLC 220.13%0.14%0.14%Q4 2021Q1 20222
Melvin Capital Management LP 110.45%0.45%0.45%Q2 2018Q4 20202
PLIMOTH TRUST CO LLC 220.08%0.10%0.12%Q4 2017Q1 20182
READYSTATE ASSET MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20232
Merit Financial Group, LLC 220.01%0.02%0.04%Q2 2023Q3 20232
V3 Capital Management, L.P. 111.62%2.33%3.04%Q4 2017Q3 20202
Baldwin Investment Management, LLC 220.08%0.10%0.11%Q4 2021Q1 20222
RiverGlades Family Offices LLC 220.23%0.24%0.25%Q2 2023Q3 20232
Alden Global Capital LLC 222.64%2.71%2.78%Q2 2020Q3 20202
Ashford Investment Management, LLC 112.34%2.34%2.34%Q4 2015Q4 20152
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q2 2022Q3 20222
KLS Diversified Asset Management LP 110.62%2.64%4.67%Q4 2020Q4 20202
BBR PARTNERS, LLC 220.05%0.05%0.06%Q3 2022Q4 20222
FORVIS Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20212
Benchmark Investment Advisors LLC 220.22%0.27%0.32%Q4 2021Q1 20222
EMERALD MUTUAL FUND ADVISERS TRUST 220.02%0.02%0.02%Q3 2020Q4 20202
LGT Fund Management Co Ltd. 220.46%0.46%0.47%Q1 2022Q2 20222
Byrne Asset Management LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Geller Advisors LLC 220.05%0.05%0.06%Q2 2023Q3 20232
LEVIN CAPITAL STRATEGIES, L.P. 110.00%0.01%0.01%Q1 2015Q3 20172
Taylor Wealth Management Partners 220.01%0.01%0.01%Q1 2015Q2 20152
Clientfirst Wealth Management, LLC 220.19%0.19%0.19%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 221.24%1.36%1.49%Q4 2022Q1 20232
CASTLE WEALTH MANAGEMENT LLC 220.03%0.03%0.03%Q2 2022Q3 20222
IMC-Chicago, LLC 110.00%0.01%0.01%Q3 2021Q3 20212
ASB Consultores, LLC 220.12%0.15%0.18%Q3 2022Q4 20222
LFS ASSET MANAGEMENT 220.22%1.63%3.03%Q2 2022Q3 20222
LMR Master Fund Ltd 110.43%0.50%0.57%Q2 2013Q4 20132
B. Riley Wealth Management, Inc. 220.14%0.16%0.16%Q1 2014Q2 20142
BlueCrest Capital Management LLP 110.09%0.16%0.23%Q3 2013Q2 20142
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
MISSOURI VALLEY PARTNERS, INC. 220.51%0.69%0.87%Q2 2013Q3 20132
DoubleLine ETF Adviser LP 220.79%0.83%0.88%Q4 2022Q1 20232
CORNERSTONE ADVISORS INC 220.40%0.40%0.40%Q4 2018Q1 20192
TOEWS CORP /ADV 110.23%0.30%0.38%Q2 2016Q4 20182
Icon Wealth Advisors, LLC 220.25%0.29%0.33%Q3 2022Q4 20222
Odey Holdings AG 222.26%2.75%3.24%Q3 2015Q4 20152
Odey Asset Management Group Ltd 220.25%0.25%0.26%Q3 2015Q4 20152
Kepos Capital LP 220.10%0.10%0.10%Q3 2019Q4 20192
Winton Capital Management Ltd 220.03%0.04%0.05%Q2 2013Q3 20132
Granite Point Capital Management, L.P. 220.35%1.14%1.93%Q2 2020Q3 20202
NorthCoast Asset Management LLC 220.03%0.03%0.03%Q1 2019Q2 20192
iA Global Asset Management Inc. 220.02%0.02%0.03%Q2 2023Q3 20232
LBP AM SA 220.12%0.16%0.20%Q2 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.09%0.09%0.10%Q2 2023Q3 20232
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
ORG Partners LLC 220.06%0.08%0.10%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.15%0.17%0.20%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.21%0.21%0.21%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.12%0.12%0.12%Q2 2023Q3 20232
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q3 20232
New Jersey Better Educational Savings Trust 220.52%0.55%0.58%Q3 2019Q4 20192
Advisors Preferred, LLC 110.44%1.05%1.66%Q4 2018Q4 20212
Hillsdale Investment Management Inc. 110.00%0.05%0.10%Q3 2015Q4 20212
MUFG Securities EMEA plc 220.00%0.01%0.02%Q2 2018Q3 20182
Lloyds Banking Group plc 220.05%0.05%0.05%Q2 2014Q3 20142
Capital Innovations LLC 110.22%0.31%0.40%Q1 2015Q3 20152
LUCUS ADVISORS LLC 220.43%0.79%1.14%Q4 2016Q1 20172
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.02%Q4 2014Q4 20212
Empowered Funds, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
BEACON FINANCIAL GROUP 220.11%0.12%0.12%Q1 2014Q2 20142
Gyrus Investment Management Inc. 220.41%0.68%0.96%Q2 2013Q3 20132
Blume Capital Management, Inc. 110.01%0.01%0.01%Q4 2016Q4 20222
AMUSSEN HUNSAKER ASSOCIATES LLC 220.01%0.01%0.01%Q2 2018Q3 20182
HANSEATIC MANAGEMENT SERVICES INC 220.20%0.22%0.25%Q2 2014Q3 20142
Bank Pictet & Cie (Europe) AG 220.18%0.18%0.19%Q2 2023Q3 20232
FIRST MERCHANTS CORP 110.04%0.10%0.17%Q4 2017Q1 20192
STANCORP INVESTMENT ADVISERS INC 220.00%0.00%0.00%Q4 2014Q1 20152
Tuttle Capital Management, LLC 220.18%0.20%0.22%Q4 2020Q1 20212
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2014Q3 20152
Paragon Capital Management LLC 220.01%0.01%0.01%Q1 2019Q2 20192
Personal Capital Advisors Corp 110.00%0.00%0.00%Q1 2022Q4 20222
Headlands Technologies LLC 220.00%0.02%0.05%Q2 2023Q3 20232
Scotia Asset Management L.P. 220.02%0.02%0.02%Q2 2013Q3 20132
Tradeworx Inc. 220.17%0.26%0.35%Q1 2013Q2 20132
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 220.02%0.02%0.03%Q2 2013Q3 20132
Merriman Wealth Management, LLC 220.55%0.67%0.79%Q4 2017Q1 20182
CHURCHILL MANAGEMENT Corp 220.09%0.10%0.11%Q3 2021Q4 20212
FLOW TRADERS U.S. LLC 110.00%0.01%0.01%Q3 2013Q4 20162
TCTC Holdings, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q4 2014Q1 20152
GHP Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2022Q3 20232
Shamrock Asset Management LLC 220.01%0.01%0.01%Q1 2014Q2 20142
Kiwi Wealth Investments Limited Partnership 110.17%0.20%0.22%Q1 2019Q4 20222
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.06%0.11%0.16%Q1 2014Q4 20182
Invictus RG Pte. Ltd. 220.02%0.02%0.02%Q4 2014Q1 20152
Iowa State Bank 220.11%0.12%0.12%Q3 2019Q4 20192
HARVARD MANAGEMENT CO INC 221.59%1.84%2.08%Q3 2015Q4 20152
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
RESOURCE CONSULTING GROUP INC 220.08%0.09%0.09%Q2 2023Q3 20232
Aviance Capital Partners, LLC 220.73%0.79%0.85%Q2 2020Q3 20202
Roundview Capital LLC 220.16%0.16%0.17%Q4 2017Q1 20182
BBVA USA 220.00%0.00%0.01%Q2 2021Q3 20212
Modera Wealth Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Triangle Securities Wealth Management 220.24%0.26%0.28%Q3 2019Q4 20192
Apriem Advisors 220.00%0.00%0.01%Q4 2016Q1 20172
AEGON ASSET MANAGEMENT UK PLC 110.04%0.05%0.06%Q1 2015Q3 20162
AdvisorShares Investments LLC 220.12%0.12%0.12%Q1 2023Q2 20232
PICTON MAHONEY ASSET MANAGEMENT 110.10%0.28%0.46%Q2 2013Q2 20162
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.31%0.58%Q2 2020Q1 20232
ARISTOTLE FUND, L.P. 2210.96%13.13%15.30%Q1 2019Q2 20192
Schonfeld Group Holdings LLC 220.43%0.54%0.65%Q3 2013Q4 20132
NORTHERN TRUST CO OF CONNECTICUT 220.29%0.30%0.30%Q2 2013Q3 20132
STIFEL NICOLAUS & CO INC \MO\ 220.06%0.06%0.06%Q2 2013Q3 20132
Crestwood Advisors Group, LLC 110.02%0.03%0.03%Q1 2015Q4 20152
CORNERCAP INVESTMENT COUNSEL INC 220.13%0.13%0.13%Q3 2017Q4 20172
Crabel Capital Management, LLC 220.08%0.12%0.16%Q3 2019Q4 20192
Land & Buildings Investment Management 112.33%4.18%6.04%Q1 2016Q2 20202
ICON ADVISERS INC/CO 220.06%0.07%0.09%Q4 2016Q1 20172
JAMISON EATON & WOOD INC /NJ 110.04%0.05%0.06%Q3 2013Q1 20152
DOLIVER ADVISORS, LP 220.10%0.10%0.10%Q3 2019Q4 20192
Redhawk Wealth Advisors, Inc. 220.08%0.08%0.08%Q2 2023Q3 20232
Northwest Bancshares, Inc. 220.07%0.07%0.08%Q2 2020Q3 20202
Palouse Capital Management, Inc. 222.10%2.35%2.59%Q3 2019Q4 20192
ALBION FINANCIAL GROUP /UT 220.01%0.01%0.01%Q2 2021Q3 20212
Altium Wealth Management LLC 220.04%0.04%0.04%Q4 2018Q1 20192
CHAI TRUST CO LLC 220.68%1.23%1.78%Q4 2016Q1 20172
OTTER CREEK MANAGEMENT INC 221.56%1.63%1.70%Q2 2015Q3 20152
Avitas Wealth Management LLC 220.32%0.38%0.45%Q4 2020Q1 20212
CROWN ADVISORS MANAGEMENT, INC. 222.05%2.33%2.62%Q4 2018Q1 20192
SANDERS MORRIS HARRIS LLC 220.74%0.88%1.02%Q1 2016Q2 20162
Impax Asset Management Group plc 220.00%0.00%0.00%Q1 2021Q2 20212
SWS Partners 220.01%0.01%0.02%Q4 2017Q1 20182
NEW ENGLAND ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2013Q3 20132
MANA Advisors LLC 110.45%2.80%5.14%Q2 2019Q1 20202
Oak Thistle LLC 110.24%0.34%0.44%Q1 2022Q2 20232
Brookfield Public Securities Group LLC 220.84%1.12%1.41%Q3 2019Q4 20192
Shorepoint Capital Partners LLC 220.99%1.11%1.22%Q1 2019Q2 20192
Alera Investment Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Solstein Capital, LLC 220.03%0.03%0.04%Q4 2019Q1 20202
Triumph Capital Management 110.25%0.25%0.25%Q4 2022Q2 20232
Strategic Investment Advisors / MI 220.21%0.24%0.26%Q1 2022Q2 20222
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.01%Q4 2014Q4 20212
Tibra Equities Europe Ltd 110.24%0.26%0.29%Q3 2018Q3 20192
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q3 2019Q3 20222
Signet Investment Advisory Group, Inc. 110.04%0.08%0.12%Q4 2018Q4 20202
Holistic Financial Partners 220.06%0.06%0.07%Q4 2017Q1 20182
Jackson Hole Capital Partners, LLC 220.05%0.06%0.06%Q1 2023Q2 20232
Sound View Wealth Advisors, LLC 220.16%0.17%0.17%Q4 2018Q1 20192
Aspire Private Capital, LLC 220.10%0.11%0.12%Q4 2018Q1 20192
Virtue Capital Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Fortis Capital Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PAYDEN & RYGEL INVESTMENT GROUP 110.70%0.70%0.70%Q3 2023Q3 20231
Shay Capital LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q2 2021Q2 20211
SYSTM Wealth Solutions LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Exane Asset Management 110.02%0.02%0.02%Q2 2017Q2 20171
HABER TRILIX ADVISORS, LP 110.00%0.00%0.00%Q2 2013Q2 20131
BNC WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Crestline Management, LP 110.26%0.26%0.26%Q1 2018Q1 20181
Irish Life Investment Managers Ltd. 110.26%0.26%0.26%Q2 2013Q2 20131
Jessup Wealth Management, Inc 111.65%1.65%1.65%Q4 2022Q4 20221
Rooted Wealth Advisors, Inc. 110.14%0.14%0.14%Q2 2023Q2 20231
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MainStreet Investment Advisors LLC 110.02%0.02%0.02%Q2 2020Q2 20201
OLD MISSION CAPITAL LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Marcum Wealth, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Dana Investment Advisors, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
PALISADE CAPITAL MANAGEMENT, LP 110.16%0.16%0.16%Q3 2019Q3 20191
West Tower Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WESTFIELD CAPITAL MANAGEMENT CO LP 110.58%0.58%0.58%Q1 2015Q1 20151
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Atlas Private Wealth Advisors 110.04%0.04%0.04%Q3 2023Q3 20231
Outlook Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Parkside Investments, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
New England Investment & Retirement Group, Inc. 110.07%0.07%0.07%Q3 2021Q3 20211
ZRC WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Garda Capital Partners LP 110.02%0.02%0.02%Q1 2023Q1 20231
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Trivant Custom Portfolio Group, LLC 111.87%1.87%1.87%Q1 2023Q1 20231
VIRGINIA RETIREMENT SYSTEM 110.87%0.87%0.87%Q1 2016Q1 20161
NEW CENTURY INVESTMENT MANAGEMENT, INC 111.07%1.07%1.07%Q2 2013Q2 20131
COOLIDGE FRANCIS L 110.56%0.56%0.56%Q2 2013Q2 20131
ELEVATUS WELATH MANAGEMENT 112.13%2.13%2.13%Q2 2023Q2 20231
Cai Capital Management, Inc. 111.77%1.77%1.77%Q2 2013Q2 20131
TimeScale Financial, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
LJI Wealth Management, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q2 2017Q2 20171
Strategic Advocates LLC 110.21%0.21%0.21%Q3 2023Q3 20231
WESCAP Management Group, Inc. 110.06%0.06%0.06%Q4 2015Q4 20151
Pictet Asset Management Holding SA 110.03%0.03%0.03%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.28%0.28%0.28%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Arlington Trust Co LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ROGCO, LP 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Leap Investments LP 110.87%0.87%0.87%Q1 2020Q1 20201
NEOS Investment Management LLC 110.04%0.04%0.04%Q3 2023Q3 20231
HWG Holdings LP 110.97%0.97%0.97%Q2 2021Q2 20211
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Elequin Capital, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Melqart Asset Management (UK) Ltd 110.44%0.44%0.44%Q3 2020Q3 20201
NewDay Solutions, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ceredex Value Advisors LLC 110.60%0.60%0.60%Q2 2018Q2 20181
Crescent Grove Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.32%0.32%0.32%Q2 2019Q2 20191
Elkhorn Investments, LLC 110.82%0.82%0.82%Q1 2017Q1 20171
LEO BROKERAGE, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.41%0.41%0.41%Q4 2014Q4 20141
Flower City Capital 110.39%0.39%0.39%Q4 2021Q4 20211
Mosaic Family Wealth, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
ISLAY CAPITAL MANAGEMENT, LLC 110.42%0.42%0.42%Q1 2020Q1 20201
LFA - Lugano Financial Advisors SA 110.03%0.03%0.03%Q3 2022Q3 20221
Tempus Wealth Planning, LLC 110.18%0.18%0.18%Q3 2022Q3 20221
DAVIDSON INVESTMENT ADVISORS 110.00%0.00%0.00%Q4 2015Q4 20151
PREMIER ASSET MANAGEMENT LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Coyle Financial Counsel LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Hutchin Hill Capital, LP 110.01%0.01%0.01%Q1 2017Q1 20171
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
1834 INVESTMENT ADVISORS CO 110.01%0.01%0.01%Q4 2017Q4 20171
Engrave Wealth Partners LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WHITE PINE CAPITAL LLC 110.09%0.09%0.09%Q3 2023Q3 20231
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
COASTLAND CAPITAL LLC 110.07%0.07%0.07%Q2 2013Q2 20131
First Ascent Asset Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
PRENTISS SMITH & CO INC 110.02%0.02%0.02%Q2 2013Q2 20131
Gruss Capital Management LP 112.06%2.06%2.06%Q1 2014Q1 20141
Thor Advisors, LLC 111.10%1.10%1.10%Q1 2020Q1 20201
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ASSET ADVISORS CORP 110.00%0.00%0.00%Q3 2016Q3 20161
WOODMONT INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Fort Point Capital Partners LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Total Clarity Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Gravity Companies, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
J2 Capital Management Inc 110.40%0.40%0.40%Q4 2021Q4 20211
Stone Ridge Asset Management LLC 110.13%0.13%0.13%Q1 2018Q1 20181
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Vident Advisory, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Yakira Capital Management, Inc. 110.69%0.69%0.69%Q2 2014Q2 20141
PAX Financial Group, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
EMG Holdings, L.P. 110.02%0.02%0.02%Q3 2021Q3 20211
Horan Capital Advisors, LLC. 110.09%0.09%0.09%Q3 2023Q3 20231
GUARDIAN CAPITAL LP 110.01%0.01%0.01%Q4 2021Q4 20211
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHARLES STEWART MOTT FOUNDATION 110.27%0.27%0.27%Q3 2015Q3 20151
ALTEGRIS ADVISORS, L.L.C. 111.78%1.78%1.78%Q3 2014Q3 20141
Ionic Capital Management LLC 110.01%0.01%0.01%Q1 2017Q1 20171
North Fourth Asset Management, LP 110.56%0.56%0.56%Q2 2020Q2 20201
Asio Capital, LLC 111.21%1.21%1.21%Q2 2020Q2 20201
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Q3 Asset Management 110.32%0.32%0.32%Q1 2021Q1 20211
Cordatus Wealth Management LLC 110.22%0.22%0.22%Q1 2021Q1 20211
State of New Jersey Common Pension Fund E 114.44%4.44%4.44%Q1 2014Q1 20141
Cumberland Partners Ltd 110.02%0.02%0.02%Q2 2018Q2 20181
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2023Q2 20231
Texas Capital Bank Wealth Management Services Inc 110.11%0.11%0.11%Q3 2020Q3 20201
Aveo Capital Partners, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
X-Square Capital, LLC 110.13%0.13%0.13%Q3 2021Q3 20211
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
Marathon Trading Investment Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
FIRST NEW YORK SECURITIES LLC /NY 110.25%0.25%0.25%Q4 2014Q4 20141
KeyPoint Capital Management, LLC 114.10%4.10%4.10%Q4 2015Q4 20151
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.45%0.45%0.45%Q2 2021Q2 20211
Quilter Plc 110.01%0.01%0.01%Q1 2021Q1 20211
Ranger Global Real Estate Advisors, LLC 110.98%0.98%0.98%Q4 2016Q4 20161
State of New Jersey Common Pension Fund A 110.18%0.18%0.18%Q1 2014Q1 20141
MSF Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Bernicke Wealth Management, Ltd. 110.63%0.63%0.63%Q2 2020Q2 20201
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
CTC Alternative Strategies, Ltd. 110.30%0.30%0.30%Q2 2023Q2 20231
Steigerwald, Gordon & Koch Inc. 110.07%0.07%0.07%Q2 2018Q2 20181
Advocacy Wealth Management Services, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
BURKE & HERBERT BANK & TRUST CO 110.18%0.18%0.18%Q2 2016Q2 20161
U S GLOBAL INVESTORS INC 111.64%1.64%1.64%Q3 2013Q3 20131
Clarfeld Financial Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
COWEN INC. 110.00%0.00%0.00%Q1 2018Q1 20181
ACG Wealth 110.02%0.02%0.02%Q2 2022Q2 20221
Waverly Advisors, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
FIDGEON TIMOTHY F 110.12%0.12%0.12%Q3 2015Q3 20151
Capital Markets Trading UK LLP 110.01%0.01%0.01%Q3 2022Q3 20221
GLG Partners LP 111.23%1.23%1.23%Q1 2015Q1 20151
St. James Investment Company, LLC 111.24%1.24%1.24%Q1 2020Q1 20201
Vectors Research Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
West Family Investments, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
PIN OAK INVESTMENT ADVISORS INC 110.01%0.01%0.01%Q2 2019Q2 20191
SENTINEL ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2016Q1 20161
Ostrum Asset Management U.S., LLC 110.12%0.12%0.12%Q4 2018Q4 20181
C M BIDWELL & ASSOCIATES LTD 110.68%0.68%0.68%Q2 2014Q2 20141
G&S Capital LLC 110.89%0.89%0.89%Q1 2021Q1 20211
GenTrust, LLC 110.05%0.05%0.05%Q4 2016Q4 20161
Manifold Partners, LLC 110.08%0.08%0.08%Q4 2013Q4 20131
SASCO CAPITAL INC / CT/ 110.15%0.15%0.15%Q4 2020Q4 20201
Marquette Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WBI INVESTMENTS, LLC 110.29%0.29%0.29%Q2 2016Q2 20161
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Personal Wealth Partners 110.00%0.00%0.00%Q3 2019Q3 20191
PALLADIUM PARTNERS LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
BREMER TRUST NATIONAL ASSOCIATION 110.02%0.02%0.02%Q4 2018Q4 20181
TradeLink Global Equity LLC 110.06%0.06%0.06%Q4 2014Q4 20141
Cutter & CO Brokerage, Inc. 110.09%0.09%0.09%Q1 2015Q1 20151
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Garrett Wealth Advisory Group, LLC 110.05%0.05%0.05%Q3 2019Q3 20191
NVWM, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q2 2016Q2 20161
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FNY Managed Accounts LLC 110.14%0.14%0.14%Q4 2015Q4 20151
DIALECTIC CAPITAL MANAGEMENT, LP 110.09%0.09%0.09%Q1 2015Q1 20151
WADDELL & REED FINANCIAL INC 110.01%0.01%0.01%Q2 2013Q2 20131
Rock Creek Group, LP 110.03%0.03%0.03%Q3 2020Q3 20201
ALETHEA CAPITAL MANAGEMENT, LLC 111.67%1.67%1.67%Q4 2016Q4 20161
FIRST NATIONAL CORP /MA/ /ADV 110.16%0.16%0.16%Q1 2020Q1 20201
Diligent Investors, LLC 110.43%0.43%0.43%Q3 2023Q3 20231
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Delta Lloyd Asset Management N.V. 111.70%1.70%1.70%Q2 2017Q2 20171
Measured Wealth Private Client Group, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Cedar Mountain Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Square, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Bell Rock Capital LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Delta Investment Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
PACIFIC FINANCIAL GROUP INC 110.01%0.01%0.01%Q4 2014Q4 20141
Glovista Investments LLC 110.04%0.04%0.04%Q2 2016Q2 20161
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MQS Management LLC 110.14%0.14%0.14%Q1 2023Q1 20231
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
Financial Advisors Network, Inc. 110.06%0.06%0.06%Q3 2023Q3 20231
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
ALTERNA WEALTH MANAGEMENT, INC 110.05%0.05%0.05%Q4 2018Q4 20181
H2O AM LLP 110.18%0.18%0.18%Q1 2020Q1 20201
COHEN & STEERS CAPITAL MANAGEMENT INC 119.06%9.06%9.06%Q1 2015Q1 20151
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q1 2021Q1 20211
Nalls Sherbakoff Group, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Montecito Bank & Trust 110.03%0.03%0.03%Q4 2016Q4 20161
Selway Asset Management 110.01%0.01%0.01%Q3 2022Q3 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
BEDEL FINANCIAL CONSULTING INC 110.18%0.18%0.18%Q3 2023Q3 20231
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q1 2019Q1 20191
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
O'Brien Greene & Co. Inc 111.58%1.58%1.58%Q4 2019Q4 20191
REINHART PARTNERS, LLC. 110.02%0.02%0.02%Q1 2015Q1 20151
Jane Street Holding, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Daiwa Capital Markets America Inc. 1110.78%10.78%10.78%Q4 2013Q4 20131
Concentric Capital Strategies, LP 110.11%0.11%0.11%Q4 2022Q4 20221
South Shore Capital Advisors 110.79%0.79%0.79%Q4 2020Q4 20201
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Continuum Advisory, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
True North Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Genesis Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
George Zachary 1111.13%11.13%11.13%Q1 2018Q1 20181
United Asset Strategies, Inc. 110.13%0.13%0.13%Q3 2017Q3 20171
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 111.75%1.75%1.75%Q3 2016Q3 20161
Freedman Financial Associates, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Westwood Wealth Management 115.36%5.36%5.36%Q1 2022Q1 20221
Hennion & Walsh Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Private Advisory Group LLC 110.06%0.06%0.06%Q2 2021Q2 20211
Nair Vinay 111.64%1.64%1.64%Q4 2014Q4 20141
Gallagher Benefit Services, Inc. 110.17%0.17%0.17%Q4 2022Q4 20221
Acrospire Investment Management LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Belvedere Trading LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Prentice Capital Management, LP 111.79%1.79%1.79%Q4 2019Q4 20191
CFO4Life, L.P. 110.22%0.22%0.22%Q2 2015Q2 20151
C2C Wealth Management, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Concorde Asset Management, LLC 110.40%0.40%0.40%Q4 2014Q4 20141
Lebenthal Global Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bank of New Hampshire 110.00%0.00%0.00%Q1 2022Q1 20221
Family Management Corp 110.09%0.09%0.09%Q4 2020Q4 20201
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Cherry Creek Investment Advisors, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
Ada Investment Management, LP 110.70%0.70%0.70%Q3 2015Q3 20151
RUSHMORE INVESTMENT ADVISORS, INC. 110.44%0.44%0.44%Q2 2013Q2 20131
JB Capital LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Northside Capital Management, LLC 110.23%0.23%0.23%Q1 2017Q1 20171
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Center For Asset Management LLC 110.25%0.25%0.25%Q1 2022Q1 20221
Castle Ridge Investment Management LP 112.45%2.45%2.45%Q2 2017Q2 20171
Karp Capital Management Corp 110.10%0.10%0.10%Q1 2017Q1 20171
Strategic Asset Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
PALLADIEM, LLC 110.07%0.07%0.07%Q2 2015Q2 20151
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Standard Investments LLC 110.48%0.48%0.48%Q3 2015Q3 20151
BOSTON FINANCIAL MANGEMENT LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
SJS Investment Consulting Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Sovarnum Capital L.P. 110.57%0.57%0.57%Q4 2020Q4 20201
HighVista Strategies LLC 110.19%0.19%0.19%Q1 2019Q1 20191
Cypress Capital Group 110.03%0.03%0.03%Q4 2021Q4 20211
MAZAMA CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q2 2013Q2 20131
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Delphia (USA) Inc. 110.16%0.16%0.16%Q2 2022Q2 20221
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
COWA, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Athanor Capital, LP 110.50%0.50%0.50%Q2 2020Q2 20201
CHELSEA COUNSEL CO 110.09%0.09%0.09%Q4 2021Q4 20211
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MAIRS & POWER INC 110.00%0.00%0.00%Q3 2014Q3 20141
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
CI Global Investments Inc. 111.32%1.32%1.32%Q3 2013Q3 20131
SCOPUS ASSET MANAGEMENT, L.P. 110.33%0.33%0.33%Q1 2021Q1 20211
Dixon Hughes Goodman Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Baldrige Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NCM Capital Management, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Jeereddi Investments, LP 110.52%0.52%0.52%Q1 2020Q1 20201
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Barnett & Company, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Pergamon Offshore Advisors, L.P. 110.53%0.53%0.53%Q4 2014Q4 20141
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Aris Wealth Services, Inc. 110.05%0.05%0.05%Q3 2015Q3 20151
SPRING CREEK CAPITAL LLC 110.35%0.35%0.35%Q2 2018Q2 20181
NEIRG Wealth Management, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
S. R. Schill & Associates 110.10%0.10%0.10%Q4 2021Q4 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.01%0.01%0.01%Q3 2018Q3 20181
McClarren Financial Advisors, Inc. 110.02%0.02%0.02%Q3 2022Q3 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
CTC Capital Management, LLC 110.49%0.49%0.49%Q4 2022Q4 20221
EVERMAY WEALTH MANAGEMENT LLC 110.12%0.12%0.12%Q1 2015Q1 20151
G2 CAPITAL MANAGEMENT, LLC / OH 110.10%0.10%0.10%Q4 2021Q4 20211
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Infini Master Fund 110.32%0.32%0.32%Q4 2020Q4 20201
Kula Investments, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Algebris (UK) Ltd 110.75%0.75%0.75%Q3 2017Q3 20171
FFT WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Argent Advisors, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
ACIMA PRIVATE WEALTH, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MARSHALL WACE ASIA Ltd 110.68%0.68%0.68%Q3 2017Q3 20171
TCM Advisors, LLC 1110.32%10.32%10.32%Q2 2023Q2 20231
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2021Q3 20211
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Concorde Financial Corp 110.01%0.01%0.01%Q4 2021Q4 20211
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 111.16%1.16%1.16%Q4 2019Q4 20191
Hightower 6M Holding, LLC 110.20%0.20%0.20%Q3 2022Q3 20221
Shilanski & Associates, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
BARING ASSET MANAGEMENT Ltd 110.02%0.02%0.02%Q1 2017Q1 20171
CM Management, LLC 110.40%0.40%0.40%Q4 2020Q4 20201
Hoxton Financial, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Vienna Asset Management LLC 110.88%0.88%0.88%Q1 2022Q1 20221
Navigation Wealth Management, Inc. 110.97%0.97%0.97%Q3 2022Q3 20221
SHINE INVESTMENT ADVISORY SERVICES INC 110.00%0.00%0.00%Q2 2020Q2 20201
NORTHSTAR WEALTH PARTNERS LLC 110.09%0.09%0.09%Q1 2019Q1 20191
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
TIG Advisors, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Sage Mountain Advisors LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.56%0.56%0.56%Q4 2022Q4 20221
LBA Wealth Management, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Sterling Investment Counsel, LLC 110.17%0.17%0.17%Q1 2022Q1 20221
Planned Solutions, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Lighthouse Investment Partners, LLC 110.45%0.45%0.45%Q1 2023Q1 20231
EHP Funds Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
DARRELL & KING LLC 111.65%1.65%1.65%Q4 2020Q4 20201
Olympiad Research LP 110.18%0.18%0.18%Q2 2020Q2 20201
WealthOne, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Infini Capital Management Ltd 110.32%0.32%0.32%Q4 2020Q4 20201
Edmond de Rothschild (Europe) 110.02%0.02%0.02%Q3 2016Q3 20161
KNIGHT CAPITAL GROUP LLC 110.08%0.08%0.08%Q2 2013Q2 20131
Advanced Portfolio Management, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
MKD WEALTH COACHES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
V-Square Quantitative Management LLC 110.08%0.08%0.08%Q3 2023Q3 20231
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
AQR Arbitrage LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Family Legacy, Inc. 110.32%0.32%0.32%Q1 2017Q1 20171
PARSONS CAPITAL MANAGEMENT INC/RI 110.01%0.01%0.01%Q1 2015Q1 20151
KOPP INVESTMENT ADVISORS LLC 110.16%0.16%0.16%Q1 2019Q1 20191
MRCap LP 116.69%6.69%6.69%Q2 2020Q2 20201
Colonial Trust Co / SC 110.00%0.00%0.00%Q3 2023Q3 20231
WEST BANCORPORATION INC 110.01%0.01%0.01%Q4 2019Q4 20191
Invictus RG 110.33%0.33%0.33%Q4 2015Q4 20151
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Pinkerton Retirement Specialists, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Amalgamated Financial Corp. 110.09%0.09%0.09%Q1 2022Q1 20221
External links

This page lists all the filers that currently own SIMON PPTY GROUP INC NEW or have owned SIMON PPTY GROUP INC NEW in the past.