SOUTHERN CO shareholder history

Current and past SOUTHERN CO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.07%Q2 2013Q3 2023122
HSBC HOLDINGS PLC 47470.00%0.06%0.35%Q1 2012Q3 2023115
CITIGROUP INC 42420.00%0.02%0.24%Q2 2013Q3 2023114
BANK OF AMERICA CORP /DE/ 42420.00%0.02%0.08%Q2 2013Q3 2023112
GOLDMAN SACHS GROUP INC 4240.00%0.03%0.16%Q1 2012Q3 2023112
BARCLAYS PLC 42420.00%0.03%0.25%Q2 2013Q3 2023110
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.04%0.20%Q2 2013Q3 2023108
Walleye Trading LLC 42420.00%0.01%0.08%Q2 2013Q3 2023103
Parallax Volatility Advisers, L.P. 42420.00%0.01%0.03%Q2 2013Q3 2023101
D. E. Shaw & Co., Inc. 42420.00%0.01%0.11%Q2 2013Q3 202399
Citadel Advisors 42420.00%0.01%0.04%Q2 2013Q3 202398
CAPITAL FUND MANAGEMENT S.A. 2320.00%0.05%0.25%Q2 2013Q3 202389
JANE STREET GROUP, LLC 38380.00%0.01%0.08%Q2 2014Q3 202386
Cutler Group LLC / CA 32320.00%0.01%0.16%Q4 2015Q3 202384
ROYAL BANK OF CANADA 42420.00%0.03%0.08%Q2 2013Q3 202381
CREDIT SUISSE AG/ 43430.00%0.04%0.16%Q1 2013Q3 202379
TWO SIGMA INVESTMENTS, LP 3120.00%0.04%0.32%Q2 2014Q3 202277
WOLVERINE TRADING, LLC 810.00%0.01%0.06%Q2 2016Q3 202368
Jefferies Group LLC 2770.00%0.03%0.22%Q3 2013Q1 202266
UBS Group AG 36360.00%0.02%0.06%Q4 2014Q3 202365
WELLS FARGO & COMPANY/MN 42420.00%0.09%0.27%Q2 2013Q3 202365
CAPSTONE INVESTMENT ADVISORS, LLC 2250.00%0.07%0.48%Q4 2016Q3 202362
Rehmann Capital Advisory Group 44150.03%0.14%0.47%Q4 2008Q3 202359
HUNTINGTON NATIONAL BANK 59590.05%0.16%0.41%Q1 2009Q3 202359
Nuveen Asset Management, LLC 42420.00%0.07%0.48%Q2 2013Q3 202359
Twin Tree Management, LP 1510.00%0.09%0.47%Q4 2012Q1 202258
MILLENNIUM MANAGEMENT LLC 2110.00%0.02%0.19%Q2 2013Q3 202356
DONALDSON CAPITAL MANAGEMENT, LLC 55550.03%0.92%3.60%Q1 2010Q3 202355
TWO SIGMA SECURITIES, LLC 1410.00%0.04%0.34%Q2 2016Q3 202353
AMALGAMATED BANK 52520.13%0.20%0.41%Q4 2010Q3 202352
RAYMOND JAMES & ASSOCIATES 42420.00%0.19%0.46%Q2 2013Q3 202352
TORONTO DOMINION BANK 43430.00%0.04%0.10%Q1 2013Q3 202351
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 42420.00%1.40%3.31%Q2 2013Q3 202351
DEUTSCHE BANK AG\ 41410.00%0.07%0.16%Q3 2013Q3 202350
SECURIAN ASSET MANAGEMENT, INC 49490.11%0.17%0.30%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.06%0.17%0.34%Q3 2011Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.04%0.08%0.16%Q4 2011Q3 202348
BANK OF MONTREAL /CAN/ 3920.00%0.06%0.12%Q2 2013Q3 202348
MUFG Americas Holdings Corp 48480.01%0.03%0.09%Q4 2010Q3 202248
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.09%0.31%Q2 2013Q3 202348
M&T BANK CORP 42420.00%0.09%0.23%Q2 2013Q3 202348
SCHMIDT P J INVESTMENT MANAGEMENT INC 47470.07%0.35%1.16%Q1 2012Q3 202347
MCF Advisors LLC 4070.01%0.02%0.06%Q4 2011Q3 202347
First Horizon Advisors, Inc. 47470.02%0.21%0.74%Q1 2012Q3 202347
WOLVERINE ASSET MANAGEMENT LLC 1170.00%0.00%0.02%Q2 2013Q4 202147
Allianz Asset Management GmbH 42420.00%0.02%0.08%Q2 2013Q3 202346
LPL Financial LLC 42420.00%0.08%0.13%Q2 2013Q3 202346
ACG Wealth 38380.00%0.14%0.44%Q2 2013Q3 202245
PEAK6 Group LLC 1550.00%0.04%0.41%Q2 2013Q2 201845
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.59%0.93%1.50%Q2 2010Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.04%0.06%0.09%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.02%0.08%0.16%Q4 2012Q3 202344
PEAK6 Investments LLC 21210.00%0.01%0.05%Q3 2018Q3 202344
HighTower Advisors, LLC 42420.00%0.17%0.33%Q2 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.03%0.09%0.20%Q1 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.12%0.28%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.07%0.13%0.26%Q1 2013Q3 202343
WOODSTOCK CORP 43430.12%0.25%0.80%Q2 2013Q4 202343
Freedom Investment Management, Inc. 43430.02%0.05%0.12%Q1 2013Q3 202343
COMMERCE BANK 43430.05%0.07%0.10%Q1 2013Q3 202343
PRIVATE TRUST CO NA 43430.14%0.29%0.71%Q1 2013Q3 202343
BANK OF NOVA SCOTIA 43430.00%0.03%0.17%Q1 2013Q3 202343
Cubist Systematic Strategies, LLC 2210.00%0.07%0.32%Q2 2014Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.14%0.18%0.24%Q1 2013Q3 202343
FULTON BANK, N.A. 43430.12%0.22%0.44%Q2 2013Q4 202343
VAUGHAN DAVID INVESTMENTS LLC/IL 43430.87%1.10%1.32%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.01%0.01%0.02%Q1 2013Q3 202343
CHEMUNG CANAL TRUST CO 43430.10%0.36%0.83%Q2 2013Q4 202343
AQR Capital Management 4210.02%0.07%0.18%Q4 2012Q3 202343
Veritable, L.P. 43430.03%0.05%0.07%Q4 2012Q2 202343
Cetera Advisor Networks LLC 43430.05%0.14%0.27%Q1 2013Q3 202343
PARK NATIONAL CORP /OH/ 43430.03%0.15%0.43%Q2 2013Q4 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.12%0.17%0.22%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.01%0.02%Q1 2013Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.07%0.11%0.15%Q2 2013Q4 202343
Creative Planning 42420.00%0.05%0.09%Q2 2013Q3 202343
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 42421.41%1.76%2.16%Q2 2013Q3 202342
Southeast Asset Advisors Inc. 42420.15%0.26%0.46%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.09%0.14%0.18%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.02%0.02%0.03%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.15%0.19%0.25%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.04%0.11%0.21%Q2 2013Q3 202342
Rodgers Brothers Inc. 42420.06%0.23%0.40%Q2 2013Q3 202342
NBT BANK N A /NY 42420.16%0.32%0.44%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.02%0.03%0.04%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.07%0.23%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.03%0.09%Q2 2013Q3 202342
Bell Bank 42420.38%0.90%1.98%Q2 2013Q3 202342
STRS OHIO 42420.08%0.15%0.25%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.04%0.07%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.09%0.16%0.28%Q2 2013Q3 202342
FMR LLC 42420.02%0.09%0.26%Q2 2013Q3 202342
KBC Group NV 42420.01%0.10%0.49%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.05%0.11%0.27%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.14%0.22%0.47%Q2 2013Q3 202342
CONGRESS ASSET MANAGEMENT CO /MA 42420.00%0.02%0.07%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.01%0.04%0.20%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.01%0.06%0.18%Q2 2013Q3 202342
Capital Investment Counsel, Inc 42420.06%0.15%0.26%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.00%0.19%0.54%Q2 2013Q3 202342
Swiss National Bank 42420.16%0.31%0.57%Q2 2013Q3 202342
BANK OF HAWAII 42420.10%0.34%0.84%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.01%0.01%0.02%Q2 2013Q3 202342
EDGAR LOMAX CO/VA 42420.40%1.69%3.74%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.03%0.09%0.20%Q2 2013Q3 202342
Financial Advantage, Inc. 42422.42%3.20%3.94%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.56%1.61%2.92%Q2 2013Q3 202342
INTRUST BANK NA 42420.08%0.14%0.24%Q2 2013Q3 202342
MCRAE CAPITAL MANAGEMENT INC 42420.25%0.65%1.11%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.03%0.04%0.07%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.00%0.03%0.08%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.03%0.04%0.05%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.04%0.21%0.68%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.01%0.03%0.05%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.03%0.04%0.07%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.01%0.02%0.06%Q2 2013Q3 202342
Cetera Advisors LLC 42420.10%0.16%0.25%Q2 2013Q3 202342
TRUSTCO BANK CORP N Y 42421.13%1.55%2.63%Q2 2013Q3 202342
US BANCORP \DE\ 42420.04%0.05%0.07%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.08%0.13%0.18%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.35%0.67%1.01%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.12%0.19%0.26%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.03%0.07%0.10%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.16%0.26%0.39%Q2 2013Q3 202342
Utah Retirement Systems 42420.16%0.20%0.25%Q2 2013Q3 202342
Haverford Trust Co 42420.01%0.01%0.02%Q2 2013Q3 202342
ZWJ INVESTMENT COUNSEL INC 42420.06%0.10%0.25%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.03%0.05%0.09%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.03%1.04%1.82%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.01%0.01%0.02%Q2 2013Q4 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.05%0.08%0.14%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.01%0.02%0.04%Q2 2013Q3 202342
Allworth Financial LP 42420.01%0.07%0.28%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.13%0.17%0.26%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.04%0.09%0.20%Q2 2013Q3 202342
Bollard Group LLC 42420.24%0.60%1.22%Q2 2013Q3 202342
Ipswich Investment Management Co., Inc. 42420.27%0.38%0.55%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.02%0.06%0.13%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.05%0.14%0.19%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 42420.08%0.14%0.38%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.40%0.64%0.99%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.11%0.25%0.94%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.14%0.19%0.27%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.07%0.16%0.34%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.03%0.07%0.54%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.02%0.08%0.19%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.74%1.31%2.28%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.14%0.32%0.49%Q2 2013Q3 202342
CapWealth Advisors, LLC 42420.13%0.20%0.40%Q2 2013Q3 202342
Sandy Spring Bank 42420.02%0.09%0.27%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.09%0.17%0.21%Q2 2013Q3 202342
DnB Asset Management AS 3930.02%0.09%0.15%Q2 2013Q4 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.04%0.07%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.04%0.09%0.42%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.07%0.16%0.22%Q2 2013Q3 202342
CAPITAL ADVISORS INC/OK 42420.32%1.19%2.16%Q2 2013Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42420.05%0.25%1.15%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.02%0.06%0.19%Q2 2013Q3 202342
BURNEY CO/ 42420.03%0.05%0.07%Q2 2013Q3 202342
BECK MACK & OLIVER LLC 42420.01%0.02%0.08%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.02%0.03%0.10%Q2 2013Q3 202342
Aviance Capital Partners, LLC 42420.05%0.21%0.59%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.00%0.13%0.21%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.01%0.06%0.17%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.01%0.18%0.38%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.04%0.07%0.14%Q2 2013Q3 202342
Mraz, Amerine & Associates, Inc. 42420.10%0.13%0.19%Q2 2013Q3 202342
GW HENSSLER & ASSOCIATES LTD 42420.49%1.20%2.00%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.09%0.17%0.24%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.01%0.07%0.27%Q2 2013Q3 202342
MARCO INVESTMENT MANAGEMENT LLC 42420.04%0.08%0.22%Q2 2013Q3 202342
Gradient Investments LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.11%0.17%0.25%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.00%0.06%0.11%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
SMITH CHAS P & ASSOCIATES PA CPAS 42420.04%0.07%0.11%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.01%0.05%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.05%0.29%1.16%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.02%0.10%0.50%Q2 2013Q3 202342
Savant Capital, LLC 42420.04%0.14%0.32%Q2 2013Q3 202342
PRIVATE ASSET MANAGEMENT INC 42420.47%0.68%1.00%Q2 2013Q3 202342
DEAN INVESTMENT ASSOCIATES, LLC 42420.04%0.32%0.52%Q2 2013Q3 202342
Verity & Verity, LLC 42420.40%1.26%2.77%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.16%0.19%0.24%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.01%0.03%0.12%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.18%0.37%0.70%Q2 2013Q3 202342
Biondo Investment Advisors, LLC 42420.57%1.17%1.90%Q2 2013Q3 202342
PENINSULA ASSET MANAGEMENT INC 42420.25%1.27%2.54%Q2 2013Q3 202342
NORRIS PERNE & FRENCH LLP/MI 42420.05%1.08%2.63%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.02%0.07%0.25%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.02%0.08%0.21%Q2 2013Q3 202342
TCTC Holdings, LLC 42420.03%0.33%0.54%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.02%0.06%0.09%Q2 2013Q3 202342
GREATMARK INVESTMENT PARTNERS, INC. 42420.44%0.68%1.13%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.01%0.02%0.06%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.04%0.08%0.16%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
OLD POINT TRUST & FINANCIAL SERVICES N A 42420.83%1.93%2.76%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42420.22%0.35%0.47%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.10%0.16%0.21%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.06%0.14%0.35%Q2 2013Q3 202342
CHATHAM CAPITAL GROUP, INC. 42420.07%0.16%0.24%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.04%0.12%0.29%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.03%0.05%0.08%Q2 2013Q3 202342
PHILADELPHIA TRUST CO 42420.05%0.09%0.17%Q2 2013Q3 202342
STATE STREET CORP 42420.16%0.22%0.28%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.12%0.16%0.21%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.00%0.05%0.11%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.21%0.40%0.81%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.14%0.19%0.24%Q2 2013Q3 202342
REAVES W H & CO INC 42420.03%1.69%3.36%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.01%0.07%0.43%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.10%0.14%0.18%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.06%0.16%0.57%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.32%0.57%0.92%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.10%0.19%0.46%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.05%0.07%0.10%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.04%0.26%0.42%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42420.62%0.93%1.38%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.09%0.18%0.30%Q2 2013Q3 202342
WADE G W & INC 42420.50%0.88%1.64%Q2 2013Q3 202342
UMB Bank, n.a. 42420.06%0.11%0.27%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.00%0.01%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.10%0.17%0.24%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.03%0.52%1.97%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.05%0.10%0.18%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.26%0.95%2.02%Q2 2013Q3 202342
BUCKHEAD CAPITAL MANAGEMENT LLC 42420.65%1.57%2.56%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.06%0.14%0.26%Q2 2013Q3 202342
HYMAN CHARLES D 42421.72%2.18%2.72%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.03%0.06%0.15%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.08%0.12%0.25%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.02%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.06%0.44%1.33%Q2 2013Q3 202342
HM PAYSON & CO 42420.02%0.10%0.29%Q2 2013Q3 202342
AVIVA PLC 42420.01%0.12%0.21%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.05%0.08%0.12%Q2 2013Q3 202342
NICHOLS & PRATT ADVISERS LLP /MA 42420.43%0.90%1.26%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.09%0.24%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.06%0.16%0.51%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.04%0.06%0.09%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.40%0.55%0.64%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.04%0.15%0.40%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.11%0.22%0.62%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.01%0.03%0.12%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.60%0.78%1.01%Q2 2013Q3 202342
Welch Group, LLC 42422.45%3.00%3.52%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.04%0.06%0.15%Q2 2013Q3 202342
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 42420.19%0.35%0.52%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.02%0.14%0.50%Q2 2013Q3 202342
CONFLUENCE INVESTMENT MANAGEMENT LLC 42421.42%1.79%2.20%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.00%0.11%0.55%Q2 2013Q3 202342
Korea Investment CORP 42420.04%0.12%0.25%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.04%0.24%1.19%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.07%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.02%0.33%0.76%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.13%0.18%0.23%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.01%0.29%0.99%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.01%0.08%0.26%Q2 2013Q3 202342
Mechanics Bank Trust Department 42420.33%0.49%0.96%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.09%0.13%0.21%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.17%0.24%0.41%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.05%0.27%0.62%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.18%0.36%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.11%0.16%0.31%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.01%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.14%0.18%0.23%Q2 2013Q3 202342
Waverly Advisors, LLC 42420.10%0.32%0.71%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.12%0.26%0.43%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.01%0.06%0.15%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.02%0.06%0.34%Q2 2013Q4 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.09%0.12%0.15%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.08%0.11%0.14%Q2 2013Q3 202342
SouthState Corp 42420.10%0.19%0.27%Q2 2013Q3 202342
Norinchukin Bank, The 42420.06%0.10%0.16%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.15%0.43%0.86%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.05%0.13%0.27%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.06%0.10%0.15%Q2 2013Q3 202342
Legal & General Group Plc 42420.20%0.27%0.36%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42420.01%0.05%0.09%Q2 2013Q3 202342
APG Asset Management N.V. 42420.04%0.35%0.69%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.15%0.33%0.84%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.09%0.16%0.22%Q2 2013Q3 202342
NTV ASSET MANAGEMENT LLC 42420.28%0.37%0.55%Q2 2013Q3 202342
JNBA Financial Advisors 42420.00%0.03%0.35%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.10%0.18%0.30%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42421.07%1.50%1.97%Q2 2013Q3 202342
Magellan Asset Management Ltd 42420.05%0.15%0.33%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.04%0.29%0.61%Q2 2013Q3 202342
Hayek Kallen Investment Management 42420.84%1.16%1.54%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.06%0.27%0.56%Q2 2013Q3 202342
MOTCO 42420.01%0.16%0.39%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.00%0.06%0.90%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.02%0.04%0.08%Q2 2013Q3 202342
Linscomb & Williams, Inc. 42420.03%0.04%0.10%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.12%0.56%Q2 2013Q3 202342
First City Capital Management, Inc. 42420.91%1.18%1.48%Q2 2013Q3 202342
Bank OZK 42420.16%0.38%0.64%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.14%0.30%0.53%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.27%0.34%0.48%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.22%0.46%0.97%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.09%0.19%0.27%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.02%0.10%0.29%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.01%0.07%Q2 2013Q3 202342
FARMERS TRUST CO 42420.15%0.22%0.36%Q2 2013Q3 202342
Invesco Ltd. 42420.04%0.08%0.18%Q2 2013Q3 202342
Argyle Capital Management Inc. 42420.28%0.58%1.00%Q2 2013Q3 202342
GRIMES & COMPANY, INC. 42420.02%0.05%0.14%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.10%0.25%0.46%Q2 2013Q3 202342
Coastline Trust Co 42420.04%0.12%0.23%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.07%0.15%0.28%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.03%0.08%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.03%0.05%0.07%Q2 2013Q3 202342
Violich Capital Management, Inc. 42420.04%0.09%0.19%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.44%0.86%1.20%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.64%0.87%1.27%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.04%0.08%0.13%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.00%0.01%0.03%Q2 2013Q3 202342
CONNING INC. 42420.02%0.05%0.18%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42420.07%0.10%0.14%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.21%0.70%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.00%0.01%Q2 2013Q3 202342
AlphaMark Advisors, LLC 42420.01%0.05%0.11%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.01%0.01%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.07%0.11%0.13%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.11%0.20%0.47%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.01%0.09%0.22%Q2 2013Q3 202342
Hartford Financial Management Inc. 42420.14%0.31%0.65%Q2 2013Q3 202342
Benin Management CORP 42420.16%0.22%0.27%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.03%0.12%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.63%0.99%1.50%Q2 2013Q3 202342
ProShare Advisors LLC 42420.03%0.06%0.12%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.12%0.16%0.20%Q2 2013Q3 202342
BlackRock Inc. 42420.12%0.15%0.20%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42420.19%0.24%0.30%Q2 2013Q3 202342
MITCHELL SINKLER & STARR/PA 42420.28%1.20%2.26%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.06%0.09%0.15%Q2 2013Q3 202342
Mariner, LLC 42420.01%0.05%0.09%Q2 2013Q3 202342
NORGES BANK 4020.06%0.12%0.20%Q2 2012Q4 202242
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.03%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.03%0.10%0.25%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.08%0.10%0.13%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.03%0.07%0.11%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42422.33%3.11%3.88%Q2 2013Q3 202342
MORGAN STANLEY 42420.04%0.06%0.12%Q2 2013Q3 202342
Cornerstone Capital, Inc. 42420.38%1.52%2.74%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.01%0.03%0.15%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.03%0.07%Q2 2013Q3 202342
Energy Income Partners, LLC 42420.01%1.18%2.70%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.02%0.08%0.14%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.10%0.16%0.22%Q2 2013Q3 202342
NOMURA HOLDINGS INC 2510.00%0.01%0.07%Q4 2012Q2 202341
TWIN CAPITAL MANAGEMENT INC 3830.02%0.08%0.15%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.04%0.08%0.19%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.08%0.26%0.47%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.18%0.23%0.28%Q3 2013Q3 202341
Hodges Capital Management Inc. 41410.01%0.02%0.06%Q2 2013Q2 202341
Arizona State Retirement System 3380.15%0.25%0.39%Q1 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.11%0.25%Q4 2013Q3 202341
BOKF, NA 3290.04%0.10%0.33%Q2 2013Q3 202341
Wellington Shields & Co., LLC 25160.02%0.38%0.62%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.04%0.07%0.08%Q2 2013Q3 202341
Willis Investment Counsel 3740.02%0.83%1.68%Q2 2013Q3 202341
ENTERPRISE FINANCIAL SERVICES CORP 41410.03%0.07%0.15%Q2 2013Q2 202341
SUMITOMO LIFE INSURANCE CO 41410.04%0.20%0.35%Q3 2013Q3 202341
Advisory Services Network, LLC 27140.12%0.29%0.42%Q2 2013Q3 202341
Sky Investment Group LLC 41411.09%1.47%1.84%Q3 2013Q3 202341
CIBC WORLD MARKET INC. 3560.00%0.02%0.06%Q2 2013Q3 202341
Kovack Advisors, Inc. 35350.00%0.17%0.43%Q1 2015Q3 202341
OPTIMUM INVESTMENT ADVISORS 3470.08%0.28%0.49%Q3 2013Q4 202341
SignalPoint Asset Management, LLC 41410.25%0.38%0.57%Q3 2013Q3 202341
Focused Wealth Management, Inc 41410.01%0.06%0.33%Q3 2013Q3 202341
Janney Montgomery Scott LLC 30110.09%0.13%0.50%Q2 2013Q3 202341
WELLINGTON MANAGEMENT GROUP LLP 28130.00%0.02%0.10%Q2 2013Q3 202341
COMERICA BANK 3920.01%0.11%0.15%Q2 2013Q3 202341
PRUDENTIAL PLC 3380.00%0.05%0.42%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.07%0.93%2.13%Q3 2013Q3 202341
Fisher Asset Management, LLC 3650.00%0.00%0.01%Q2 2013Q3 202341
WESBANCO BANK INC 30110.13%0.19%0.25%Q2 2013Q3 202341
SHEETS SMITH WEALTH MANAGEMENT 41410.10%0.17%0.26%Q3 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.05%0.11%Q2 2013Q2 202341
TOMPKINS FINANCIAL CORP 2290.01%0.18%0.73%Q2 2013Q4 202341
NEW ENGLAND ASSET MANAGEMENT INC 41410.01%0.13%0.30%Q2 2013Q2 202341
YHB Investment Advisors, Inc. 29120.02%0.06%0.13%Q2 2013Q3 202341
MCMILLION CAPITAL MANAGEMENT INC 41410.40%0.59%0.98%Q2 2013Q2 202341
Hilltop Holdings Inc. 41410.11%0.28%0.56%Q3 2013Q3 202341
Capital Investment Advisors, LLC 41410.92%1.19%1.56%Q4 2013Q4 202341
Louisiana State Employees Retirement System 40400.10%0.14%0.18%Q4 2013Q3 202340
Thomasville National Bank 27130.56%1.38%2.77%Q2 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.57%0.70%0.89%Q4 2013Q3 202340
TUDOR INVESTMENT CORP ET AL 1110.01%0.04%0.25%Q2 2014Q3 202340
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 40400.35%0.46%0.59%Q4 2013Q3 202340
HAP Trading, LLC 1410.00%0.02%0.24%Q2 2013Q3 202340
BALDWIN BROTHERS LLC/MA 3820.04%0.07%0.27%Q2 2013Q4 202340
Strategic Advisors LLC 3280.04%0.26%1.20%Q2 2013Q3 202340
First Dallas Securities Inc. 28120.35%0.54%0.87%Q2 2013Q2 202340
PATHSTONE FAMILY OFFICE, LLC 2150.02%0.11%0.70%Q2 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.03%0.24%0.36%Q4 2013Q4 202340
WASHINGTON TRUST Co 2230.01%0.02%0.06%Q2 2013Q3 202340
ANCHOR CAPITAL ADVISORS LLC 2280.00%0.01%0.01%Q2 2013Q3 202340
Kentucky Retirement Systems 3730.18%0.22%0.28%Q3 2013Q3 202340
Court Place Advisors, LLC 40400.25%0.32%0.43%Q4 2013Q3 202340
Alberta Investment Management Corp 25150.01%0.16%0.40%Q2 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.60%0.75%0.87%Q4 2013Q3 202340
Palisade Asset Management, LLC 40400.06%0.26%0.48%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.03%2.15%7.31%Q4 2013Q3 202340
SMITH, MOORE & CO. 40400.14%0.24%0.50%Q4 2013Q3 202340
Moors & Cabot, Inc. 39390.00%0.32%0.48%Q1 2014Q3 202340
Brookstone Capital Management 40400.01%0.32%0.75%Q4 2013Q3 202340
Rench Wealth Management, Inc. 40401.28%1.84%2.64%Q4 2013Q3 202340
Busey Bank 40400.03%0.05%0.08%Q4 2013Q3 202340
SUMMITRY LLC 3280.03%0.05%0.10%Q2 2013Q3 202340
Keystone Financial Planning, Inc. 40400.12%0.24%0.59%Q4 2013Q3 202340
Cranbrook Wealth Management, LLC 40400.01%0.04%0.12%Q4 2013Q3 202340
Blue Fin Capital, Inc. 40400.23%0.51%0.88%Q4 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.06%0.08%0.11%Q2 2013Q1 202340
Capital Advisors, Ltd. LLC 40400.00%0.01%0.01%Q4 2013Q3 202340
Wills Financial Group, Inc. 40400.89%1.48%2.20%Q4 2013Q3 202340
CITY HOLDING CO 40400.57%0.75%0.90%Q4 2013Q3 202340
SCHNIEDERS CAPITAL MANAGEMENT LLC 40400.43%1.09%1.86%Q4 2013Q3 202340
Spot Trading L.L.C 16160.00%0.03%0.15%Q2 2013Q1 201740
MACKENZIE FINANCIAL CORP 3820.00%0.03%0.10%Q2 2013Q3 202340
EARNEST PARTNERS LLC 40400.01%0.08%0.17%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.16%0.21%0.26%Q4 2013Q3 202340
OLD REPUBLIC INTERNATIONAL CORP 40400.63%1.36%2.19%Q4 2013Q3 202340
LATHROP INVESTMENT MANAGEMENT CORP 40400.06%0.10%0.22%Q4 2013Q3 202340
Oakworth Capital, Inc. 40400.18%0.35%0.56%Q4 2013Q3 202340
Nepsis Inc. 39390.51%1.31%3.64%Q1 2014Q3 202339
North Star Investment Management Corp. 39390.01%0.04%0.07%Q1 2014Q3 202339
Colonial Trust Advisors 3180.04%0.18%0.83%Q2 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.02%0.10%0.26%Q2 2013Q4 202239
DUPONT CAPITAL MANAGEMENT CORP 39390.01%0.04%0.08%Q2 2013Q4 202239
Archford Capital Strategies, LLC 39390.04%0.24%0.43%Q1 2014Q3 202339
Regal Investment Advisors LLC 2710.09%0.14%0.22%Q2 2013Q3 202339
Telos Capital Management, Inc. 39390.42%0.61%0.82%Q1 2014Q3 202339
VAN ECK ASSOCIATES CORP 39390.00%0.02%0.06%Q1 2014Q3 202339
St. Johns Investment Management Company, LLC 39390.34%0.50%0.79%Q1 2014Q3 202339
GREAT LAKES ADVISORS, LLC 1980.00%0.02%0.04%Q2 2013Q3 202339
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 2640.00%0.16%0.65%Q2 2013Q3 202339
ROTHSCHILD INVESTMENT LLC /IL 3810.03%0.18%0.36%Q2 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.00%0.01%0.02%Q1 2014Q3 202339
Van Hulzen Asset Management, LLC 39390.04%1.03%2.71%Q1 2014Q3 202339
Atlantic Union Bankshares Corp 39390.06%0.13%0.32%Q1 2014Q3 202339
AXA S.A. 39390.02%0.09%0.22%Q2 2013Q4 202239
Stonebridge Capital Advisors LLC 39390.02%0.06%0.11%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.01%0.02%0.04%Q2 2013Q4 202239
INVESTMENT HOUSE LLC 1910.02%0.03%0.07%Q2 2013Q3 202339
Sabal Trust CO 3270.01%1.02%2.72%Q2 2013Q2 202339
RATIONAL ADVISORS LLC 1110.00%0.16%1.03%Q1 2009Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.15%0.20%0.26%Q1 2014Q3 202339
NJ State Employees Deferred Compensation Plan 39390.13%0.16%0.21%Q1 2014Q3 202339
First Fiduciary Investment Counsel, Inc. 39390.10%1.50%2.40%Q1 2014Q3 202339
HERITAGE INVESTORS MANAGEMENT CORP 39390.01%0.04%0.10%Q2 2013Q4 202239
COUNTRY TRUST BANK 39390.00%0.01%0.02%Q2 2014Q4 202339
STIFEL FINANCIAL CORP 39390.08%0.23%0.38%Q1 2014Q3 202339
BENNICAS & ASSOCIATES, INC. 39390.87%1.22%1.54%Q2 2013Q4 202239
JUNCTURE WEALTH STRATEGIES, LLC 36360.01%0.42%0.86%Q1 2015Q4 202338
Stratos Wealth Partners, LTD. 38380.07%0.15%0.68%Q2 2014Q3 202338
Boston Trust Walden Corp 38380.00%0.01%0.01%Q2 2013Q3 202238
Checchi Capital Advisers, LLC 38380.04%0.08%0.16%Q2 2014Q3 202338
Douglass Winthrop Advisors, LLC 3530.01%0.05%0.12%Q2 2013Q3 202338
TEACHER RETIREMENT SYSTEM OF TEXAS 1920.00%0.08%0.26%Q2 2013Q3 202338
LBMC INVESTMENT ADVISORS, LLC 3710.09%0.14%0.21%Q3 2013Q3 202338
Atlas Brown,Inc. 38380.06%0.23%0.42%Q2 2014Q3 202338
MARK SHEPTOFF FINANCIAL PLANNING, LLC 19190.01%0.33%0.65%Q1 2014Q3 202338
American Research & Management Co. 38380.01%0.04%0.07%Q2 2013Q3 202238
CADENCE BANK NA 38380.10%0.20%1.25%Q2 2013Q3 202238
BOSTON RESEARCH & MANAGEMENT INC 3350.09%0.12%0.20%Q1 2014Q3 202338
PRIO WEALTH LIMITED PARTNERSHIP 38380.01%0.02%0.04%Q2 2013Q3 202238
Aldebaran Financial Inc. 3620.34%0.62%1.13%Q4 2013Q3 202338
Renaissance Technologies 3620.01%0.17%0.45%Q2 2013Q2 202338
Columbia Asset Management 3260.20%0.39%0.68%Q1 2014Q3 202338
CHOREO, LLC 3530.02%0.04%0.09%Q1 2014Q3 202338
KLINGENSTEIN FIELDS & CO LP 38380.01%0.02%0.02%Q2 2013Q3 202238
Maryland Capital Management 38380.26%0.50%0.88%Q2 2013Q3 202238
SADOFF INVESTMENT MANAGEMENT LLC 38380.12%0.90%1.20%Q2 2013Q3 202238
Clarkston Capital Partners, LLC 3080.02%0.05%0.18%Q1 2014Q3 202338
EATON VANCE MANAGEMENT 38380.01%0.03%0.11%Q2 2013Q3 202238
State of New Jersey Common Pension Fund D 38380.05%0.13%0.28%Q2 2014Q3 202338
Edgemoor Investment Advisors, Inc. 38380.57%0.87%1.28%Q2 2014Q3 202338
FORTE CAPITAL LLC /ADV 37370.14%0.26%0.42%Q3 2014Q3 202337
South Dakota Investment Council 37370.01%0.09%0.25%Q3 2014Q3 202337
ADVISOR PARTNERS LLC 37370.10%0.21%0.37%Q2 2013Q2 202237
TD Capital Management LLC 1850.00%0.01%0.03%Q2 2013Q3 202337
ONTARIO TEACHERS PENSION PLAN BOARD 2010.00%0.07%0.16%Q2 2013Q1 202337
ROWLANDMILLER & PARTNERS.ADV 37370.08%0.21%0.30%Q4 2014Q4 202337
Montecito Bank & Trust 37370.09%0.12%0.16%Q4 2014Q4 202337
MURPHY CAPITAL MANAGEMENT INC 37370.08%0.22%0.59%Q2 2013Q2 202237
First Financial Bank - Trust Division 26110.02%0.11%0.33%Q1 2013Q2 202337
FIRST UNITED BANK & TRUST 37370.39%0.71%1.30%Q3 2014Q3 202337
PATTEN & PATTEN INC/TN 2920.03%0.08%0.12%Q2 2013Q3 202337
National Pension Service 37370.17%0.22%0.26%Q3 2014Q3 202337
BOSTON FINANCIAL MANGEMENT LLC 2910.01%0.11%0.34%Q2 2013Q3 202337
ASSETMARK, INC 3250.00%0.00%0.04%Q3 2013Q3 202337
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.31%0.78%1.10%Q2 2013Q2 202237
JFS WEALTH ADVISORS, LLC 25120.00%0.01%0.02%Q2 2014Q3 202337
SNS Financial Group, LLC 1950.04%0.33%0.98%Q1 2013Q3 202337
RFG Advisory, LLC 35350.00%1.50%13.20%Q1 2015Q3 202337
Tower Research Capital LLC (TRC) 1510.00%0.05%0.18%Q2 2013Q3 202337
Community Bank, N.A. 36360.02%0.09%0.17%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.96%1.35%1.70%Q4 2014Q3 202336
Parkside Financial Bank & Trust 3330.00%0.04%0.18%Q4 2013Q3 202336
Cornerstone Management, Inc. 36360.11%0.27%0.53%Q4 2014Q3 202336
Capital Research Global Investors 22140.07%0.18%0.27%Q2 2013Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.02%0.04%0.08%Q2 2013Q1 202236
Bienville Capital Management, LLC 36360.02%0.11%0.28%Q4 2014Q3 202336
Sigma Planning Corp 36360.12%0.18%0.26%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.09%0.13%0.18%Q2 2013Q1 202236
NWAM LLC 2220.01%0.09%0.25%Q2 2014Q3 202336
IBM Retirement Fund 36360.14%0.19%0.24%Q2 2013Q1 202236
Ancora Advisors LLC 36360.02%0.04%0.08%Q4 2014Q3 202336
HOLDERNESS INVESTMENTS CO 36360.35%0.55%0.79%Q4 2014Q3 202336
Azimuth Capital Management LLC 36360.09%0.13%0.17%Q2 2013Q1 202236
Financial Architects, Inc 3110.03%0.12%0.29%Q2 2013Q2 202336
SILVERCREST ASSET MANAGEMENT GROUP LLC 3210.00%0.01%0.01%Q2 2013Q3 202336
People's United Financial, Inc. 36360.02%0.08%0.19%Q2 2013Q1 202236
Community Bank of Raymore 36360.00%0.48%0.72%Q4 2014Q3 202336
Squarepoint Ops LLC 1410.00%0.08%0.52%Q2 2016Q3 202336
PALLADIUM PARTNERS LLC 36360.03%0.07%0.13%Q2 2013Q1 202236
Andra AP-fonden 1830.02%0.39%0.89%Q2 2013Q2 202336
Joel Isaacson & Co., LLC 19170.01%0.03%0.06%Q4 2012Q2 202336
SEI INVESTMENTS CO 36360.01%0.05%0.09%Q4 2014Q3 202336
Paloma Partners Management Co 710.00%0.05%0.45%Q4 2013Q4 202236
Argent Trust Co 36360.14%0.20%0.34%Q4 2014Q3 202336
American National Registered Investment Advisor, Inc. 36360.34%0.59%0.89%Q2 2013Q1 202236
ALPS ADVISORS INC 36360.17%0.26%0.40%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.00%0.01%0.03%Q4 2014Q3 202336
BENEDICT FINANCIAL ADVISORS INC 36360.26%0.40%0.56%Q4 2014Q3 202336
Bison Wealth, LLC 36360.54%1.23%2.05%Q4 2014Q3 202336
SVB WEALTH LLC 36360.01%0.02%0.05%Q4 2014Q3 202336
Prospera Financial Services Inc 2020.05%0.21%0.99%Q2 2013Q3 202336
COMPTON CAPITAL MANAGEMENT INC /RI 36360.08%0.12%0.17%Q2 2013Q1 202236
Summit Financial Wealth Advisors, LLC 36360.07%0.30%1.49%Q4 2014Q3 202336
EADS & HEALD WEALTH MANAGEMENT 1910.12%0.38%0.72%Q2 2013Q3 202335
HOWE & RUSLING INC 2810.00%0.02%0.10%Q2 2013Q2 202335
FIRST MIDWEST BANK TRUST DIVISION 35350.04%0.17%0.29%Q2 2013Q4 202135
Dynamic Advisor Solutions LLC 3410.10%0.37%1.95%Q4 2014Q3 202335
Mirae Asset Global Investments Co., Ltd. 35350.01%0.03%0.13%Q1 2015Q3 202335
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2010.00%0.01%0.03%Q4 2013Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.03%0.08%0.18%Q1 2015Q3 202335
PATTON ALBERTSON MILLER GROUP, LLC 1810.08%0.24%0.60%Q2 2013Q3 202335
VALLEY NATIONAL ADVISERS INC 35350.00%0.01%0.02%Q1 2015Q3 202335
NewSquare Capital LLC 3140.00%0.35%0.74%Q3 2014Q3 202335
ING GROEP NV 1810.00%0.08%0.21%Q1 2013Q3 202335
TDAM USA INC. 35350.07%0.36%0.91%Q2 2013Q4 202135
CHICAGO TRUST Co NA 35350.18%0.25%0.45%Q1 2015Q3 202335
Summit Asset Management, LLC 35350.09%0.15%0.25%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.09%0.22%0.51%Q2 2013Q4 202135
Trust Co 35350.01%0.23%1.23%Q1 2015Q3 202335
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 35350.15%0.51%1.04%Q3 2013Q1 202235
AMP Capital Investors Ltd 35350.10%0.15%0.37%Q2 2013Q4 202135
CULLINAN ASSOCIATES INC 35350.02%0.14%0.33%Q1 2015Q3 202335
Brick & Kyle, Associates 20151.26%1.59%2.06%Q4 2014Q3 202335
COURIER CAPITAL LLC 1930.03%0.06%0.19%Q2 2013Q3 202335
ACADIAN ASSET MANAGEMENT LLC 3320.00%0.09%0.56%Q3 2013Q4 202235
WASHINGTON TRUST BANK 35350.02%0.13%0.71%Q2 2013Q4 202135
AllSquare Wealth Management LLC 25100.02%0.03%0.05%Q4 2014Q3 202335
Country Club Trust Company, n.a. 35350.04%0.06%0.12%Q2 2013Q4 202135
REILLY FINANCIAL ADVISORS, LLC 35350.05%0.17%0.34%Q2 2013Q4 202135
Crossvault Capital Management LLC 35350.11%0.21%0.37%Q4 2013Q2 202235
MERIDIAN INVESTMENT COUNSEL INC. 1960.09%0.13%0.18%Q4 2013Q3 202334
Diversified Trust Co 2310.02%0.03%0.07%Q2 2013Q4 202334
Baird Financial Group, Inc. 34340.03%0.06%0.09%Q2 2015Q3 202334
WEBSTER BANK, N. A. 2810.00%0.02%0.08%Q2 2013Q3 202334
Glenview Trust Co 2810.01%0.03%0.07%Q4 2008Q3 202334
BUCKINGHAM STRATEGIC WEALTH, LLC 34340.02%0.09%0.25%Q2 2015Q3 202334
Tarbox Family Office, Inc. 34340.01%0.05%0.11%Q4 2013Q1 202234
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.05%0.16%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.02%0.04%0.14%Q2 2013Q3 202134
TWO SIGMA ADVISERS, LP 910.00%0.07%0.29%Q2 2013Q3 202234
Lido Advisors, LLC 30300.00%0.06%0.16%Q2 2016Q3 202334
Verity Asset Management, Inc. 2120.19%0.56%2.99%Q3 2014Q3 202334
Homrich & Berg 34340.12%0.25%0.37%Q2 2013Q3 202134
World Asset Management Inc 34340.13%0.18%0.24%Q2 2013Q3 202134
Verition Fund Management LLC 810.00%0.12%0.68%Q2 2013Q3 202334
APPLETON PARTNERS INC/MA 2710.02%0.06%0.14%Q3 2014Q4 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.04%0.10%Q2 2015Q3 202334
Livingston Group Asset Management CO (operating as Southport Capital Management) 3310.04%0.20%0.51%Q2 2013Q4 202134
TCW GROUP INC 34340.00%0.03%0.09%Q2 2013Q3 202134
Fiduciary Group LLC 34340.30%0.57%1.07%Q2 2015Q3 202334
Personal Capital Advisors Corp 34340.05%0.30%0.50%Q3 2014Q4 202234
SALEM CAPITAL MANAGEMENT INC 2760.11%0.17%0.27%Q2 2013Q1 202233
Gemmer Asset Management LLC 33330.00%0.03%0.12%Q1 2014Q1 202233
Eagle Ridge Investment Management 33330.78%1.04%1.32%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.01%0.04%0.07%Q4 2015Q4 202333
Transamerica Financial Advisors, Inc. 2310.00%0.11%0.31%Q2 2013Q3 202333
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1810.10%0.21%0.36%Q4 2014Q3 202333
Avior Wealth Management, LLC 19140.00%0.02%0.06%Q1 2014Q3 202333
Endurance Wealth Management, Inc. 33330.00%0.00%0.01%Q2 2015Q2 202333
First Heartland Consultants, Inc. 33330.04%0.09%0.24%Q2 2013Q2 202133
Hanson & Doremus Investment Management 33330.06%0.09%0.12%Q3 2015Q3 202333
BURKE & HERBERT BANK & TRUST CO 33330.26%0.34%0.54%Q3 2015Q3 202333
NORTHSTAR INVESTMENT ADVISORS LLC 33330.31%1.30%1.86%Q2 2013Q2 202133
QS Investors, LLC 33330.02%0.09%0.28%Q2 2013Q2 202133
Pacer Advisors, Inc. 3210.00%0.09%0.20%Q4 2013Q3 202333
LINCOLN NATIONAL CORP 33330.02%0.07%0.10%Q3 2015Q3 202333
Simplicity Solutions, LLC 33330.05%0.20%0.52%Q3 2015Q3 202333
HOME FEDERAL BANK OF TENNESSEE 32320.21%0.39%0.77%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.12%0.26%0.65%Q4 2015Q3 202332
CWA Asset Management Group, LLC 32320.40%1.35%2.03%Q4 2015Q3 202332
Grove Bank & Trust 32320.25%0.45%1.04%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.14%0.21%0.36%Q4 2015Q3 202332
Princeton Portfolio Strategies Group LLC 32320.09%0.20%0.60%Q2 2013Q1 202132
Community Bank & Trust, Waco, Texas 32320.91%1.25%1.64%Q4 2015Q3 202332
Stadion Money Management, LLC 32320.02%0.07%0.15%Q2 2013Q1 202132
HOWARD CAPITAL MANAGEMENT 32320.05%0.06%0.12%Q1 2013Q4 202032
Calamos Advisors LLC 18140.02%0.06%0.09%Q2 2013Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.02%0.06%0.08%Q4 2015Q3 202332
Cetera Investment Advisers 32320.11%0.16%0.24%Q4 2015Q3 202332
CWM, LLC 2480.00%0.09%0.23%Q3 2015Q3 202332
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 2750.05%0.14%0.25%Q2 2013Q3 202332
WRAPMANAGER INC 32320.15%0.35%0.74%Q4 2015Q3 202332
ADVISORS MANAGEMENT GROUP INC /ADV 32321.99%3.01%3.74%Q4 2015Q3 202332
First PREMIER Bank 32321.73%2.92%4.51%Q4 2015Q3 202332
Perpetual Ltd 1520.00%0.07%0.10%Q1 2013Q3 202332
MARTINGALE ASSET MANAGEMENT L P 19130.01%0.20%0.38%Q2 2013Q2 202332
Bridge Creek Capital Management LLC 32320.73%1.33%1.70%Q4 2015Q3 202332
State of Alaska, Department of Revenue 32320.11%0.50%1.63%Q4 2015Q3 202332
BP PLC 21110.06%0.29%0.80%Q2 2013Q2 202132
REGENTATLANTIC CAPITAL LLC 32320.02%0.04%0.11%Q4 2014Q3 202232
Day & Ennis, LLC 32320.67%1.00%1.51%Q4 2015Q3 202332
Stuart Chaussee & Associates, Inc. 32320.01%0.04%0.19%Q4 2015Q3 202332
Hexavest Inc. 2660.00%0.70%2.84%Q2 2013Q2 202132
BBVA USA Bancshares, Inc. 32320.03%0.15%0.70%Q2 2013Q1 202132
Barrett Asset Management, LLC 32320.00%0.01%0.01%Q1 2014Q4 202132
ATWOOD & PALMER INC 32320.00%0.00%0.01%Q2 2014Q1 202232
CENTRAL BANK & TRUST CO 19130.00%0.05%0.12%Q2 2013Q3 202332
Berkeley Capital Partners, LLC 32320.34%0.62%1.05%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.51%0.69%1.14%Q1 2016Q4 202332
LS Investment Advisors, LLC 32320.09%0.17%0.22%Q2 2013Q1 202132
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.67%0.85%1.20%Q4 2015Q3 202332
PICTET ASSET MANAGEMENT LTD 2840.06%0.44%1.35%Q2 2013Q2 202132
UNITED SERVICES AUTOMOBILE ASSOCIATION 2510.02%0.10%0.17%Q2 2013Q3 202332
Coastal Bridge Advisors, LLC 32320.29%0.48%0.84%Q4 2015Q3 202332
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.14%0.42%0.55%Q2 2013Q4 202332
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 21110.11%0.23%0.33%Q4 2014Q2 202332
Jackson, Grant Investment Advisers, Inc. 2470.04%0.08%0.16%Q4 2015Q3 202331
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1830.07%0.13%0.23%Q4 2014Q3 202331
MASON STREET ADVISORS, LLC 31310.05%0.15%0.20%Q2 2013Q4 202031
Frontier Wealth Management LLC 31310.01%0.05%0.10%Q4 2014Q2 202231
WMS Partners, LLC 1110.02%0.04%0.07%Q2 2013Q3 202331
NEXT Financial Group, Inc 31310.01%0.21%0.47%Q2 2014Q4 202131
ARS Wealth Advisors, LLC 31310.12%0.30%0.46%Q4 2013Q2 202131
IBERIABANK CORP 31310.04%1.12%2.20%Q4 2012Q2 202031
ClearBridge Investments Ltd 2310.00%1.85%6.65%Q4 2014Q3 202331
NewEdge Advisors, LLC 3010.05%0.15%0.74%Q2 2015Q3 202331
ROYAL LONDON ASSET MANAGEMENT LTD 1340.03%0.17%0.32%Q2 2013Q3 202331
Covington Capital Management 31310.01%0.02%0.03%Q1 2015Q3 202231
VIRGINIA RETIREMENT SYSTEMS ET AL 20110.02%0.15%0.50%Q2 2013Q1 202131
Acropolis Investment Management, LLC 1720.01%0.08%0.52%Q2 2013Q3 202331
Dorsey & Whitney Trust CO LLC 17140.02%0.05%0.08%Q2 2014Q3 202331
Intersect Capital LLC 31310.09%0.17%0.29%Q4 2014Q2 202231
Aperio Group, LLC 31310.09%0.14%0.20%Q2 2013Q4 202031
Alpha Omega Wealth Management LLC 31310.03%0.14%0.31%Q4 2015Q2 202331
GIRARD PARTNERS LTD. 31310.03%0.07%0.12%Q1 2016Q3 202331
Hillsdale Investment Management Inc. 31310.00%0.02%0.09%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.07%0.23%0.55%Q1 2016Q3 202331
Brookmont Capital Management 31310.52%1.12%2.40%Q2 2013Q4 202031
IFP Advisors, Inc 17140.02%0.15%0.43%Q4 2015Q3 202331
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1410.02%1.21%2.65%Q3 2006Q4 201931
FIRST NATIONAL BANK OF OMAHA 31310.03%0.12%0.80%Q2 2013Q4 202031
ROOSEVELT INVESTMENT GROUP LLC 2020.02%0.13%0.27%Q2 2013Q3 202231
D'Orazio & Associates, Inc. 2290.01%0.01%0.02%Q4 2013Q3 202131
ARGI Investment Services, LLC 3010.03%0.07%0.23%Q4 2014Q4 202231
Iowa State Bank 31310.06%0.34%0.59%Q4 2014Q2 202231
CIM INVESTMENT MANAGEMENT INC 2710.12%0.23%0.42%Q2 2013Q3 202331
Simmons Bank 31310.12%0.24%0.38%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.05%0.10%0.16%Q1 2016Q3 202331
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2520.00%0.43%0.70%Q2 2013Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.02%0.04%0.06%Q2 2016Q4 202331
RNC CAPITAL MANAGEMENT LLC 30300.01%0.02%0.03%Q1 2016Q2 202330
Balentine LLC 1290.00%0.01%0.08%Q1 2015Q3 202330
SMITH ASSET MANAGEMENT GROUP LP 30300.00%0.00%0.00%Q1 2014Q2 202130
First Allied Advisory Services, Inc. 30300.09%0.23%0.43%Q2 2013Q3 202030
BARINGS LLC 30300.01%0.06%0.12%Q2 2013Q3 202030
ALTFEST L J & CO INC 30300.05%0.10%0.31%Q2 2016Q3 202330
Epoch Investment Partners, Inc. 2370.00%0.41%0.84%Q2 2013Q3 202330
GLENVIEW STATE BANK TRUST DEPT. 30300.14%0.26%0.39%Q1 2014Q2 202130
Jacobi Capital Management LLC 30300.03%0.17%0.33%Q2 2016Q3 202330
ALERUS FINANCIAL NA 30300.23%0.46%0.61%Q2 2016Q3 202330
INVERNESS COUNSEL LLC /NY/ 2010.01%0.04%0.13%Q2 2013Q3 202230
JONES FINANCIAL COMPANIES LLLP 2710.00%0.00%0.00%Q2 2013Q3 202330
Glassman Wealth Services 2370.00%0.05%0.13%Q4 2014Q3 202330
Nicholas Hoffman & Company, LLC. 30300.07%0.42%0.74%Q2 2016Q3 202330
ROBERTS GLORE & CO INC /IL/ 30300.13%0.20%0.27%Q2 2016Q3 202330
SevenBridge Financial Group, LLC 30300.35%0.58%0.86%Q2 2016Q3 202330
WEDGEWOOD INVESTORS INC /PA/ 1610.12%0.26%0.35%Q2 2013Q3 202330
Atria Investments, Inc 16140.02%0.11%0.18%Q1 2016Q3 202330
Parsec Financial Management, Inc. 1710.01%0.02%0.03%Q2 2014Q1 202330
StrategIQ Financial Group, LLC 30300.09%0.17%0.28%Q2 2016Q3 202330
TRUST CO OF VIRGINIA /VA 1610.02%0.06%0.10%Q2 2013Q3 202330
Cutter & CO Brokerage, Inc. 2180.07%0.10%0.14%Q1 2016Q3 202329
Perkins Coie Trust Co 2810.00%0.04%0.06%Q4 2013Q3 202329
CADENCE CAPITAL MANAGEMENT LLC 29290.03%0.13%0.28%Q3 2013Q3 202029
HENNESSY ADVISORS INC 29291.17%1.75%2.39%Q3 2016Q3 202329
BRADLEY FOSTER & SARGENT INC/CT 1510.01%0.02%0.03%Q2 2013Q3 202329
Field & Main Bank 1440.01%0.06%0.18%Q4 2013Q3 202329
ETRADE Capital Management LLC 2540.01%0.06%0.16%Q2 2013Q3 202029
Peak Asset Management, LLC 19100.06%0.08%0.12%Q4 2015Q3 202329
Asset Dedication, LLC 2310.01%0.04%0.15%Q1 2016Q3 202329
BRYN MAWR TRUST Co 2720.01%0.02%0.05%Q1 2013Q4 202029
Ausdal Financial Partners, Inc. 2210.04%0.08%0.15%Q4 2015Q3 202329
Donald L. Hagan, LLC 2110.19%0.23%0.34%Q1 2015Q3 202329
Laurel Wealth Advisors, Inc. 29290.12%0.36%0.79%Q4 2015Q4 202229
MAI Capital Management 1380.01%0.02%0.06%Q2 2013Q3 202329
HENGEHOLD CAPITAL MANAGEMENT LLC 19100.26%0.45%0.70%Q1 2014Q3 202329
Greylin Investment Management, Inc 810.05%0.09%0.14%Q4 2014Q3 202329
InterOcean Capital, LLC 29292.12%2.65%3.15%Q2 2013Q2 202029
DIVIDEND ASSETS CAPITAL, LLC 1210.01%0.03%0.06%Q2 2013Q3 202329
CIBC WORLD MARKETS CORP 29290.02%0.09%0.25%Q3 2016Q3 202329
Kingsview Wealth Management, LLC 1340.00%0.09%0.45%Q3 2017Q3 202329
BAKER BOYER NATIONAL BANK 2010.16%1.96%3.78%Q2 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.04%0.10%0.23%Q4 2013Q4 202029
STEEL GROVE CAPITAL ADVISORS, LLC 16130.05%0.26%0.50%Q1 2015Q3 202329
BerganKDV Wealth Management, LLC 2180.01%0.06%0.28%Q1 2016Q2 202329
Formidable Asset Management, LLC 1310.02%0.06%0.10%Q3 2013Q3 202328
COMMERZBANK AKTIENGESELLSCHAFT /FI 28280.02%0.10%0.17%Q2 2013Q1 202028
1ST SOURCE BANK 1850.02%0.02%0.04%Q2 2013Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.11%0.16%0.21%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.05%0.11%0.44%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.01%0.06%0.33%Q4 2016Q3 202328
LCNB CORP 28280.18%0.39%0.80%Q4 2016Q3 202328
OAKBROOK INVESTMENTS LLC 28280.09%0.17%0.57%Q2 2013Q1 202028
IFM Investors Pty Ltd 28280.16%0.24%0.38%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.06%0.12%0.24%Q4 2016Q3 202328
Marietta Wealth Management, LLC 28280.09%0.45%1.28%Q4 2016Q3 202328
United Bank 28280.94%1.37%1.83%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.08%0.18%0.42%Q4 2016Q3 202328
AE Wealth Management LLC 28280.08%0.22%0.65%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.13%0.22%0.41%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.08%0.13%Q4 2016Q3 202328
Avantax Planning Partners, Inc. 28280.03%0.05%0.09%Q4 2016Q3 202328
Independent Advisor Alliance 28280.00%1.03%1.87%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.14%0.30%0.52%Q4 2016Q3 202328
Shepherd Financial Partners LLC 28280.12%0.24%0.59%Q4 2016Q3 202328
Good Life Advisors, LLC 28280.12%0.20%0.34%Q4 2016Q3 202328
Armor Investment Advisors, LLC 28281.37%1.73%2.18%Q4 2016Q3 202328
First Bank & Trust 28280.84%1.14%1.53%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.05%0.10%0.17%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.02%0.08%0.16%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.03%0.07%Q4 2016Q3 202328
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2710.03%0.11%0.23%Q2 2013Q4 202028
UNIVEST FINANCIAL Corp 2230.06%0.15%0.22%Q4 2015Q2 202328
Probity Advisors, Inc. 1820.10%0.14%0.20%Q2 2016Q3 202328
Cornerstone Wealth Management, LLC 2530.03%0.06%0.09%Q3 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.01%0.98%2.04%Q2 2013Q1 202028
Meiji Yasuda Life Insurance Co 1210.01%0.04%0.12%Q2 2013Q3 202328
GSB Wealth Management, LLC 28280.26%1.35%2.96%Q4 2016Q3 202328
Capital Investment Advisory Services, LLC 28280.13%0.19%0.30%Q4 2016Q3 202328
ALPINE WOODS CAPITAL INVESTORS, LLC 28280.01%0.03%0.06%Q2 2013Q1 202028
THOMPSON INVESTMENT MANAGEMENT, INC. 1910.04%0.04%0.06%Q1 2016Q3 202328
Patten Group, Inc. 15130.03%0.08%0.13%Q2 2015Q3 202328
StoneX Group Inc. 2260.21%0.59%2.26%Q3 2016Q3 202328
EXANE DERIVATIVES 1640.00%0.29%1.17%Q4 2014Q2 202228
Sargent Bickham Lagudis LLC 28280.02%0.03%0.07%Q1 2016Q4 202228
Cypress Capital Group 2010.04%0.07%0.10%Q2 2013Q3 202328
Beaumont Financial Partners, LLC 2620.03%0.04%0.07%Q2 2015Q3 202228
Point72 Hong Kong Ltd 910.00%0.08%0.24%Q3 2014Q3 202228
THOMAS STORY & SON LLC 18100.10%0.24%0.50%Q2 2013Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.14%0.25%0.48%Q4 2016Q3 202328
Lee Financial Co 28280.00%0.01%0.02%Q4 2016Q3 202328
USS Investment Management Ltd 1910.06%0.17%0.39%Q3 2015Q3 202328
GHP Investment Advisors, Inc. 2010.01%0.25%0.47%Q2 2013Q3 202328
Winch Advisory Services, LLC 18100.00%0.01%0.02%Q2 2016Q3 202328
Moon Capital Management, LLC 28280.52%1.05%8.83%Q3 2013Q2 202028
Osborn Williams & Donohoe LLC 28280.09%0.15%0.22%Q2 2013Q1 202028
Voya Financial Advisors, Inc. 2530.02%0.26%0.44%Q1 2015Q2 202328
FIRST QUADRANT LLC/CA 28280.00%0.01%0.03%Q4 2013Q3 202028
WEST PACES ADVISORS INC. 28280.03%0.05%0.11%Q4 2016Q3 202328
Edge Wealth Management LLC 1610.00%0.97%3.64%Q3 2013Q4 202128
Fiduciary Trust Co International of Pennsylvania 28280.05%0.09%0.14%Q2 2013Q1 202028
Bridgeworth, LLC 2340.31%2.63%3.83%Q4 2016Q3 202327
CLEARARC CAPITAL INC 27270.15%0.21%0.28%Q2 2013Q4 201927
First Command Bank 27270.04%0.14%0.25%Q4 2016Q2 202327
Global Retirement Partners, LLC 2070.05%0.10%0.16%Q4 2016Q3 202327
Bath Savings Trust Co 1930.06%0.08%0.14%Q2 2014Q3 202327
Corbenic Partners LLC 1980.00%2.03%5.43%Q2 2013Q3 202127
FORSTA AP-FONDEN 1510.09%0.40%0.79%Q4 2015Q3 202327
Cornerstone Advisors, Inc. 27270.00%0.01%0.03%Q1 2014Q3 202027
TELEMUS CAPITAL, LLC 1810.02%0.04%0.10%Q1 2016Q3 202327
Baystate Wealth Management LLC 27270.01%0.01%0.02%Q1 2017Q3 202327
Skandinaviska Enskilda Banken AB (publ) 27270.00%0.05%0.11%Q4 2015Q2 202227
Camelot Portfolios, LLC 2070.12%0.36%0.69%Q1 2015Q1 202227
SCHALLER INVESTMENT GROUP INC 27270.25%0.33%0.70%Q2 2013Q4 201927
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.02%0.05%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.09%0.12%0.16%Q1 2017Q3 202327
Maple Capital Management, Inc. 2220.03%0.10%0.26%Q2 2013Q4 202027
Municipal Employees' Retirement System of Michigan 2070.02%0.10%0.16%Q3 2013Q2 202027
Koshinski Asset Management, Inc. 1810.04%0.11%0.18%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.10%0.18%0.25%Q2 2013Q4 201927
Whitnell & Co. 27270.02%0.07%0.15%Q2 2013Q4 201927
Family Legacy, Inc. 27271.00%1.46%3.58%Q1 2017Q3 202327
Morningstar Investment Services LLC 27270.54%0.98%1.79%Q2 2013Q4 201927
BOYS ARNOLD & CO INC 16110.04%0.08%0.10%Q2 2013Q1 202027
NATIXIS 610.00%0.10%0.41%Q3 2013Q3 202327
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2430.00%0.01%0.07%Q4 2016Q3 202327
Moisand Fitzgerald Tamayo, LLC 2520.01%0.02%0.05%Q4 2015Q3 202327
First Command Financial Services, Inc. 27270.01%0.12%0.25%Q4 2016Q2 202327
Horizon Investments, LLC 1170.01%0.03%0.08%Q4 2016Q3 202326
MISSION WEALTH MANAGEMENT, LP 1910.01%0.05%0.09%Q3 2015Q3 202326
Ahrens Investment Partners LLC 26260.09%0.23%0.40%Q4 2016Q1 202326
HOURGLASS CAPITAL, LLC 16100.03%0.06%0.09%Q2 2013Q2 202126
ORRSTOWN FINANCIAL SERVICES INC 26260.09%0.42%1.54%Q2 2013Q3 201926
Pacific Wealth Strategies Group, Inc. 2240.13%0.31%1.11%Q4 2016Q3 202326
Ledyard National Bank 2330.01%0.02%0.03%Q2 2013Q1 202026
GRIFFIN ASSET MANAGEMENT, INC. 26260.12%0.24%0.46%Q2 2017Q3 202326
Gotham Asset Management, LLC 2420.01%0.07%0.32%Q1 2017Q3 202326
ISTHMUS PARTNERS, LLC 1790.04%0.10%0.14%Q4 2014Q2 202126
Garner Asset Management Corp 26260.36%0.63%0.89%Q2 2017Q3 202326
DAVIDSON INVESTMENT ADVISORS 26260.49%1.30%1.82%Q2 2017Q3 202326
BECKER CAPITAL MANAGEMENT INC 26260.01%0.28%0.58%Q2 2017Q3 202326
BB&T SECURITIES, LLC 26260.16%0.23%0.32%Q2 2013Q3 201926
Sequoia Financial Advisors, LLC 2010.02%0.04%0.09%Q1 2016Q3 202326
BOSTON ADVISORS LLC 26260.01%0.06%0.29%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.10%0.16%0.22%Q2 2013Q3 201926
Assenagon Asset Management S.A. 2510.00%0.05%0.21%Q4 2016Q3 202326
Pensionfund DSM Netherlands 26260.45%0.55%0.69%Q2 2013Q3 201926
OneDigital Investment Advisors LLC 26260.02%0.04%0.09%Q2 2017Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.35%0.80%Q2 2013Q3 201926
MONETA GROUP INVESTMENT ADVISORS LLC 1010.01%0.04%0.13%Q2 2014Q3 202326
SUMMIT FINANCIAL GROUP, INC. 26260.26%0.31%0.42%Q2 2017Q3 202326
FULTON BREAKEFIELD BROENNIMAN LLC 1790.02%0.34%1.21%Q2 2013Q3 202326
Crossmark Global Holdings, Inc. 2510.09%0.14%0.38%Q3 2016Q3 202326
Employees Retirement System of Texas 2510.02%0.06%0.14%Q2 2013Q1 202026
Shamrock Asset Management LLC 26260.10%0.27%0.62%Q2 2013Q3 201926
ROPES WEALTH ADVISORS LLC 2410.02%0.10%0.41%Q1 2015Q1 202226
Founders Capital Management 13130.03%0.05%0.13%Q1 2017Q4 202326
Cipher Capital LP 410.06%0.45%1.83%Q2 2013Q2 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.05%0.64%3.86%Q2 2013Q2 201925
Alpha Cubed Investments, LLC 1930.03%0.28%2.11%Q1 2016Q3 202325
Vigilant Capital Management, LLC 1020.00%0.40%1.52%Q2 2013Q2 202325
Perigon Wealth Management, LLC 1510.01%0.03%0.07%Q3 2011Q3 202325
HighPoint Advisor Group LLC 2410.21%0.34%0.46%Q4 2015Q2 202225
Town & Country Bank & Trust CO dba First Bankers Trust CO 25250.09%0.12%0.16%Q2 2014Q2 202025
CHEMICAL BANK 25250.09%0.14%0.19%Q2 2013Q2 201925
Sunbelt Securities, Inc. 2210.03%0.20%0.55%Q4 2014Q3 202325
DT Investment Partners, LLC 1710.02%0.30%0.70%Q1 2016Q3 202325
Vident Investment Advisory, LLC 2020.00%0.03%0.07%Q2 2015Q2 202325
AMICA MUTUAL INSURANCE CO 14110.10%0.24%0.35%Q2 2013Q1 202025
GREENLEAF TRUST 1920.00%0.01%0.02%Q2 2013Q3 202325
AGF INVESTMENTS INC. 14110.00%0.05%0.17%Q4 2013Q3 202225
CAPTRUST FINANCIAL ADVISORS 25250.00%0.09%0.14%Q3 2017Q3 202325
Cribstone Capital Management, LLC 2410.00%0.15%0.52%Q2 2016Q4 202225
Arbor Wealth Management, LLC 25252.05%2.88%4.06%Q4 2015Q4 202125
NN Investment Partners Holdings N.V. 25250.00%0.02%0.07%Q1 2016Q1 202225
ROFFMAN MILLER ASSOCIATES INC /PA/ 2210.04%0.44%1.60%Q2 2013Q2 202025
BOURNE LENT ASSET MANAGEMENT INC 1910.07%0.10%0.15%Q1 2015Q3 202325
Horan Securities, Inc. 1110.06%0.12%0.18%Q3 2016Q2 202325
FIRST INTERSTATE BANK 2320.01%0.04%0.08%Q2 2014Q4 202225
Mosaic Family Wealth, LLC 25250.07%0.16%0.30%Q4 2015Q4 202125
Wealthcare Advisory Partners LLC 25250.03%0.07%0.17%Q3 2017Q3 202325
AMUNDI ASSET MANAGEMENT US, INC. 1420.00%0.07%0.28%Q2 2013Q1 202125
Norway Savings Bank 25250.01%0.06%0.08%Q4 2016Q4 202225
Cerity Partners LLC 1310.01%0.08%0.44%Q1 2017Q3 202325
Patriot Financial Group Insurance Agency, LLC 1960.01%0.03%0.09%Q4 2016Q1 202325
Zimmer Partners, LP 710.15%1.49%3.20%Q2 2015Q3 202325
Farmers & Merchants Trust Co of Chambersburg PA 25250.02%0.18%0.62%Q3 2017Q3 202325
TIAA, FSB 25250.01%0.01%0.04%Q2 2017Q2 202325
LODESTAR INVESTMENT COUNSEL LLC/IL 25250.02%0.91%2.28%Q2 2013Q2 201925
CAHABA WEALTH MANAGEMENT, INC. 25250.43%1.56%2.46%Q3 2017Q3 202325
abrdn plc 25250.04%0.06%0.10%Q3 2017Q3 202325
Tufton Capital Management 1780.03%0.05%0.06%Q1 2016Q1 202325
Westside Investment Management, Inc. 1510.00%0.01%0.05%Q4 2016Q3 202325
Valeo Financial Advisors, LLC 25250.02%0.05%0.10%Q3 2017Q3 202325
Livforsakringsbolaget Skandia, Omsesidigt 25250.09%0.16%0.24%Q1 2014Q1 202025
Sonora Investment Management, LLC 25250.00%0.01%0.03%Q3 2015Q3 202125
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.00%0.00%0.01%Q2 2013Q1 201924
WealthPLAN Partners, LLC 1210.02%0.06%0.38%Q1 2015Q4 202324
Institute for Wealth Management, LLC. 1920.05%0.10%0.23%Q2 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.06%0.10%0.14%Q2 2013Q1 201924
ABNER HERRMAN & BROCK LLC 2010.04%0.08%0.12%Q1 2014Q2 202224
MetLife Investment Management, LLC 24240.14%0.16%0.21%Q4 2017Q3 202324
UNITED BANK 24240.06%0.12%0.15%Q4 2017Q3 202324
FIRST HAWAIIAN BANK 2110.02%0.02%0.04%Q2 2013Q3 202324
Steinberg Global Asset Management 24240.11%0.90%1.34%Q2 2013Q1 201924
PineBridge Investments, L.P. 2010.00%0.04%0.18%Q2 2016Q2 202324
HoyleCohen, LLC 24240.03%0.08%0.18%Q4 2017Q3 202324
Autus Asset Management, LLC 24240.05%0.12%0.32%Q2 2013Q1 201924
HL FINANCIAL SERVICES LLC 24240.10%0.28%0.46%Q2 2013Q1 201924
Cadence Bank 24240.07%0.11%0.16%Q4 2017Q3 202324
Arete Wealth Advisors, LLC 13110.03%0.09%0.19%Q4 2016Q3 202324
Monte Financial Group, LLC 24240.59%2.16%3.15%Q4 2017Q3 202324
ALPHA WINDWARD LLC 2040.00%0.05%0.12%Q2 2013Q3 202024
First National Bank of Mount Dora, Trust Investment Services 2310.07%0.37%0.70%Q2 2013Q2 202224
Verdence Capital Advisors LLC 24240.14%0.23%0.36%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.12%0.16%0.22%Q4 2017Q3 202324
Successful Portfolios LLC 24240.38%0.47%0.58%Q4 2017Q3 202324
Clean Yield Group 1010.00%0.01%0.01%Q1 2015Q3 202324
AdvisorNet Financial, Inc 24240.04%0.07%0.10%Q4 2017Q3 202324
Willingdon Wealth Management 13110.01%0.65%2.12%Q4 2013Q1 202024
White Lighthouse Investment Management Inc. 24240.16%0.23%0.28%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.12%0.16%0.22%Q4 2017Q3 202324
IFG Advisory, LLC 24240.43%0.52%0.65%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.04%0.07%0.12%Q2 2013Q1 201924
Tower View Wealth Management LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
FormulaFolio Investments, LLC 2310.02%0.04%0.08%Q4 2014Q4 202024
Global Trust Asset Management, LLC 24240.02%0.05%0.12%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24240.33%0.58%0.84%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 24240.08%0.18%0.42%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.06%0.09%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.12%0.19%0.40%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24241.36%1.64%2.01%Q4 2017Q3 202324
Baugh & Associates, LLC 24241.97%2.55%3.14%Q4 2017Q3 202324
Northwest Bancshares, Inc. 24240.09%0.22%0.35%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.04%0.08%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.22%0.37%0.54%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24240.66%1.05%1.44%Q4 2017Q3 202324
Kavar Capital Partners, LLC 13110.14%0.51%0.89%Q4 2013Q3 202024
TOTH FINANCIAL ADVISORY CORP 24240.01%0.02%0.03%Q4 2017Q3 202324
Wealth Alliance Advisory Group, LLC 24240.13%0.22%0.31%Q4 2017Q3 202324
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 24240.20%0.28%0.35%Q4 2013Q3 201924
Cornell Pochily Investment Advisors, Inc. 24240.26%0.55%0.77%Q4 2017Q3 202324
USCA RIA LLC 1010.05%0.27%0.60%Q2 2013Q2 202124
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 24240.33%0.72%1.67%Q4 2017Q3 202324
DUBUQUE BANK & TRUST CO 24240.00%0.02%0.04%Q2 2013Q1 201924
Wells Trecaso Financial Group, LLC 24240.26%0.34%0.50%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.06%0.11%0.18%Q4 2017Q3 202324
HUSSMAN STRATEGIC ADVISORS, INC. 1920.01%0.30%1.27%Q4 2014Q3 202324
PLIMOTH TRUST CO LLC 24240.22%0.29%0.42%Q4 2017Q3 202324
FIRST CITIZENS BANK & TRUST CO 910.01%0.06%0.14%Q2 2013Q3 202324
Mutual Advisors, LLC 24240.05%0.07%0.12%Q4 2017Q3 202324
OPPENHEIMER ASSET MANAGEMENT INC. 1330.00%0.01%0.02%Q1 2017Q3 202324
Centre Asset Management, LLC 2220.05%0.20%0.40%Q3 2014Q4 202324
NVWM, LLC 24240.02%0.07%0.37%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.07%0.10%0.13%Q4 2017Q3 202324
Tradewinds Capital Management, LLC 24240.00%0.01%0.02%Q2 2015Q1 202124
MARINO, STRAM & ASSOCIATES LLC 1490.04%0.19%0.31%Q4 2017Q3 202323
KING LUTHER CAPITAL MANAGEMENT CORP 910.00%0.00%0.01%Q1 2015Q3 202323
Treasurer of the State of North Carolina 23230.16%0.19%0.26%Q1 2018Q3 202323
Snowden Capital Advisors LLC 1580.03%0.07%0.11%Q4 2017Q3 202323
GABLES CAPITAL MANAGEMENT INC. 23230.20%0.33%0.45%Q1 2018Q3 202323
Pflug Koory, LLC 23230.01%0.02%0.04%Q1 2018Q3 202323
Chicago Capital, LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
Integrated Wealth Concepts LLC 1940.02%0.05%0.14%Q4 2017Q3 202323
Signature Wealth Management Group 23233.58%4.46%7.79%Q4 2017Q2 202323
Sawyer & Company, Inc 2030.11%0.21%0.31%Q4 2017Q3 202323
Belpointe Asset Management LLC 2120.05%0.10%0.20%Q3 2017Q3 202323
SCHAFER CULLEN CAPITAL MANAGEMENT INC 23230.00%0.01%0.01%Q2 2013Q4 201823
Csenge Advisory Group 1850.02%0.23%0.51%Q3 2017Q3 202323
1832 Asset Management L.P. 1810.00%0.00%0.02%Q4 2014Q3 202323
Clearstead Trust, LLC 1020.01%0.15%0.45%Q4 2016Q3 202323
SpiderRock Advisors, LLC 1630.00%0.01%0.04%Q1 2017Q3 202323
Sterling Investment Advisors, Ltd. 23230.01%0.01%0.02%Q4 2016Q2 202223
Doyle Wealth Management 23230.04%0.27%0.79%Q1 2017Q3 202223
COLONY GROUP LLC 1940.00%0.02%0.05%Q2 2014Q3 202323
Achmea Investment Management B.V. 1250.00%0.13%0.58%Q1 2017Q2 202323
BREMER TRUST NATIONAL ASSOCIATION 23230.11%0.20%0.39%Q2 2013Q4 201823
V Wealth Advisors LLC 1630.02%0.14%0.29%Q1 2016Q2 202323
BALYASNY ASSET MANAGEMENT L.P. 910.01%0.10%0.32%Q1 2016Q3 202323
Man Group plc 23230.00%0.07%0.18%Q1 2018Q3 202323
MARSHWINDS ADVISORY CO 23230.47%1.36%2.12%Q2 2013Q4 201823
STABLEFORD CAPITAL II LLC 1220.31%0.37%0.46%Q1 2017Q3 202323
FRONTIER INVESTMENT MGMT CO 23230.03%0.05%0.07%Q4 2014Q2 202023
Amica Retiree Medical Trust 1490.16%0.26%0.32%Q4 2013Q1 202023
JANICZEK WEALTH MANAGEMENT, LLC 2210.05%0.07%0.10%Q4 2016Q3 202323
American Investment Services, Inc. 23230.33%0.75%1.54%Q2 2013Q4 201823
Richard C. Young & CO., LTD. 13100.13%1.49%2.16%Q2 2013Q3 202323
INTACT INVESTMENT MANAGEMENT INC. 23230.11%0.27%0.42%Q1 2018Q3 202323
Capital Wealth Planning, LLC 1010.01%0.44%2.30%Q2 2013Q2 202123
RWA WEALTH PARTNERS, LLC 23230.00%0.07%0.11%Q1 2018Q3 202323
AGF Investments LLC 13100.00%0.19%0.60%Q4 2016Q3 202223
Verus Financial Partners, Inc. 12110.05%0.08%0.13%Q4 2017Q3 202323
McKinley Carter Wealth Services, Inc. 23230.04%0.14%0.28%Q1 2018Q3 202323
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1760.00%0.01%0.03%Q2 2013Q2 202123
SFMG, LLC 1580.03%0.05%0.08%Q2 2014Q3 202323
Harel Insurance Investments & Financial Services Ltd. 1710.00%0.00%0.03%Q1 2016Q3 202222
EXCALIBUR MANAGEMENT CORP 1570.24%0.70%1.68%Q2 2013Q3 202322
ZACKS INVESTMENT MANAGEMENT 1910.01%0.93%1.32%Q4 2014Q3 202322
First Personal Financial Services 710.00%0.01%0.04%Q4 2015Q3 202322
Barnett & Company, Inc. 1210.00%0.37%1.19%Q2 2013Q4 202222
Holloway Wealth Management, LLC 22220.07%0.52%1.53%Q4 2016Q1 202222
ACCESS FINANCIAL SERVICES, INC. 22220.61%0.93%1.16%Q4 2016Q1 202222
McIlrath & Eck, LLC 22220.00%0.01%0.04%Q2 2018Q3 202322
CIBC BANK USA 1130.03%0.06%0.13%Q2 2013Q4 201922
Fiera Capital Corp 22220.00%0.01%0.02%Q4 2013Q1 201922
COZAD ASSET MANAGEMENT INC 22220.04%0.28%0.68%Q2 2018Q3 202322
W.G. Shaheen & Associates DBA Whitney & Co 22220.01%1.39%1.90%Q2 2013Q3 201822
Virtue Capital Management, LLC 950.03%0.25%0.68%Q4 2017Q3 202322
Bedel Financial Consulting, Inc. 22220.07%0.12%0.18%Q1 2018Q2 202322
MGO ONE SEVEN LLC 2020.03%0.07%0.15%Q4 2017Q3 202322
Prime Capital Investment Advisors, LLC 1310.02%0.10%0.44%Q4 2017Q3 202322
FAS Wealth Partners, Inc. 1220.02%0.05%0.10%Q1 2016Q3 202322
Silvant Capital Management LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
Proficio Capital Partners LLC 1510.00%0.02%0.05%Q4 2015Q3 202322
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.16%0.29%0.39%Q2 2018Q3 202322
Migdal Insurance & Financial Holdings Ltd. 1660.00%0.01%0.12%Q4 2016Q2 202222
RELIANCE TRUST CO OF DELAWARE 22220.05%0.12%0.30%Q4 2013Q1 201922
Pinnacle Advisory Group, Inc. 11110.01%0.03%0.04%Q3 2015Q1 202122
AFFINITY WEALTH MANAGEMENT LLC 1310.06%0.10%0.15%Q2 2016Q3 202322
Virtu Financial LLC 1010.02%0.08%0.20%Q3 2013Q3 202222
Royal Fund Management, LLC 1480.04%0.06%0.08%Q4 2016Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.04%0.09%0.12%Q2 2013Q3 201822
Brown Advisory Securities, LLC 22220.05%0.07%0.09%Q3 2015Q4 202022
INGALLS & SNYDER LLC 22220.01%0.02%0.03%Q2 2016Q3 202122
Investment Counsel Inc. 22220.80%1.01%1.38%Q4 2015Q1 202122
CLEAR STREET MARKETS LLC 710.00%0.02%0.08%Q2 2013Q2 202322
GAM Holding AG 1710.02%0.08%0.13%Q2 2013Q2 201922
CATAWBA CAPITAL MANAGEMENT /VA 21210.36%0.47%0.60%Q2 2013Q2 201821
Pinnacle Bancorp, Inc. 2010.10%0.14%0.26%Q1 2017Q3 202321
MAIRS & POWER INC 1810.00%0.00%0.00%Q2 2016Q2 202321
Aevitas Wealth Management, Inc. 21210.23%0.27%0.32%Q4 2017Q4 202221
Elmwood Wealth Management, Inc. 1120.15%0.20%0.31%Q1 2018Q3 202321
J. L. Bainbridge & Co., Inc. 21210.03%0.05%0.08%Q3 2018Q3 202321
Truvestments Capital LLC 1920.07%0.39%1.03%Q2 2018Q3 202321
Vectors Research Management, LLC 21210.12%0.48%0.88%Q3 2018Q3 202321
United Capital Management of KS, Inc. 21210.13%0.26%0.43%Q3 2018Q3 202321
Asset Advisors Investment Management, LLC 21210.12%0.18%0.29%Q3 2018Q3 202321
Walleye Capital LLC 510.00%0.11%0.66%Q1 2019Q3 202321
Old North State Trust, LLC 21210.65%1.03%1.47%Q3 2018Q3 202321
ASSET ADVISORS CORP 21210.24%0.62%1.98%Q2 2013Q2 201821
Richard Bernstein Advisors LLC 940.04%0.12%0.36%Q2 2013Q3 202321
VICUS CAPITAL 1410.02%0.11%0.29%Q4 2015Q3 202321
ORLEANS CAPITAL MANAGEMENT CORP/LA 21210.72%1.80%2.56%Q2 2013Q2 201821
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.12%0.23%0.34%Q2 2013Q2 201821
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CORTLAND ADVISERS LLC 21210.96%2.14%3.18%Q3 2014Q3 201921
Jolley Asset Management, LLC 21210.00%0.00%0.01%Q2 2013Q2 201821
Advocacy Wealth Management Services, LLC 1020.00%0.03%0.29%Q2 2013Q3 202221
Rafferty Asset Management, LLC 1910.01%0.02%0.11%Q2 2014Q3 202321
Heritage Wealth Advisors 21210.01%0.03%0.05%Q3 2018Q3 202321
Penserra Capital Management LLC 1030.00%0.04%0.14%Q4 2016Q3 202321
Cordasco Financial Network 1740.01%0.01%0.04%Q4 2014Q2 202221
Connor, Clark & Lunn Investment Management Ltd. 810.00%0.04%0.11%Q1 2014Q3 202221
Bridgecreek Investment Management, LLC 21211.30%1.70%2.31%Q2 2013Q2 201821
Pinkerton Retirement Specialists, LLC 1230.01%0.34%0.87%Q2 2016Q4 202221
Peachtree Investment Advisors, Inc. 21210.17%0.47%0.85%Q4 2013Q4 201821
Arvest Bank Trust Division 1830.01%0.04%0.06%Q3 2014Q4 201921
Mercer Capital Advisers, Inc. 21210.01%0.09%0.18%Q4 2014Q4 201921
Hills Bank & Trust Co 21210.07%0.14%0.20%Q3 2018Q3 202321
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1740.08%0.20%0.33%Q4 2017Q3 202321
CLEAR INVESTMENT RESEARCH, LLC 21210.00%0.21%0.33%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.08%0.16%0.23%Q3 2018Q3 202321
CREDIT AGRICOLE S A 1820.00%0.09%0.20%Q2 2013Q3 202321
VIKING FUND MANAGEMENT LLC 1290.02%0.49%0.85%Q4 2016Q2 202221
Natixis Investment Managers International 1830.06%0.28%0.79%Q2 2013Q3 201821
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1650.01%0.03%0.05%Q4 2013Q3 202321
Aptus Capital Advisors, LLC 20200.05%0.28%2.86%Q4 2018Q3 202321
LAU ASSOCIATES LLC 21210.25%0.35%0.45%Q2 2013Q2 201821
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1010.08%0.30%0.93%Q2 2013Q3 202021
Kalos Management, Inc. 1210.01%0.19%0.56%Q4 2015Q2 202221
ARS Investment Partners, LLC 21210.16%0.40%0.78%Q2 2013Q2 201821
Ariel Investments 21210.04%0.45%1.01%Q2 2014Q2 201921
Cascade Investment Advisors, Inc. 2010.02%0.03%0.04%Q3 2017Q1 202321
Radnor Capital Management, LLC 1010.05%0.08%0.10%Q4 2016Q3 202321
BCM ADVISORS, LLC 20201.19%2.01%2.79%Q4 2016Q3 202120
Sculptor Capital LP 770.01%0.08%0.93%Q2 2013Q4 201420
CHILTON CAPITAL MANAGEMENT LLC 1010.00%0.03%0.04%Q2 2013Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.20%0.24%0.28%Q2 2013Q1 201820
SPINNAKER TRUST 1910.02%0.05%0.11%Q3 2014Q3 201920
ADAGE CAPITAL PARTNERS GP, L.L.C. 1210.03%0.14%0.29%Q4 2015Q3 202320
PIEDMONT INVESTMENT ADVISORS INC 20200.02%0.17%0.24%Q2 2015Q1 202020
AVANTAX ADVISORY SERVICES, INC. 20200.06%0.09%0.18%Q4 2018Q3 202320
PAYDEN & RYGEL 1640.54%1.38%1.89%Q2 2013Q2 201820
Estabrook Capital Management 20200.01%0.01%0.02%Q2 2013Q1 201820
Phocas Financial Corp. 1210.02%0.26%0.56%Q2 2013Q4 202220
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1550.01%0.93%4.05%Q4 2013Q3 202320
ALLSTATE CORP 1910.01%0.08%0.66%Q2 2013Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.07%0.13%0.25%Q1 2013Q4 201720
Private Harbour Investment Management & Counsel, LLC 20200.29%0.58%0.84%Q2 2013Q1 201820
Hemenway Trust Co LLC 1550.02%0.09%0.16%Q4 2013Q4 202220
Sequent Asset Management, LLC 20200.60%1.00%1.53%Q2 2013Q1 201820
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 20201.69%2.08%2.46%Q2 2013Q1 201820
BANQUE PICTET & CIE SA 760.00%0.03%0.08%Q4 2013Q1 202320
Lombard Odier Asset Management (Europe) Ltd 1910.03%0.06%0.23%Q4 2014Q4 202020
AMICA PENSION FUND BOARD OF TRUSTEES 1190.16%0.27%0.33%Q2 2013Q4 201820
EP Wealth Advisors, LLC 1640.02%0.11%0.54%Q3 2018Q3 202320
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 20200.12%0.20%0.25%Q2 2013Q1 201820
Nadler Financial Group, Inc. 1310.04%0.05%0.14%Q4 2014Q3 202320
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1210.00%0.35%1.15%Q1 2015Q4 202220
Mariner Wealth Advisors-Cincinnati, LLC 1280.01%0.10%0.27%Q2 2013Q3 201820
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.34%0.45%0.70%Q1 2016Q4 202020
LVZ, Inc. 20200.05%0.09%0.14%Q4 2018Q3 202320
SVA Wealth Management, LLC 1820.02%0.10%0.43%Q4 2013Q3 201920
FIRST NATIONAL CORP /MA/ /ADV 20200.16%0.22%0.63%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.02%0.04%0.06%Q4 2013Q3 201820
Sullivan, Bruyette, Speros & Blaney, LLC 20200.03%0.05%0.08%Q2 2016Q1 202120
CKW FINANCIAL GROUP 20200.00%0.00%0.01%Q4 2013Q3 201820
FinTrust Capital Advisors, LLC 20200.09%0.21%0.28%Q4 2018Q3 202320
EAGLE ASSET MANAGEMENT INC 20200.01%0.02%0.03%Q2 2015Q1 202020
Sowell Financial Services LLC 1730.10%0.16%0.23%Q3 2018Q3 202320
Wealthspire Advisors, L.P. 20200.02%0.05%0.15%Q4 2015Q3 202020
Mn Services Vermogensbeheer B.V. 1460.10%0.20%0.26%Q1 2016Q3 202320
OppenheimerFunds, Inc. 1420.00%0.02%0.10%Q4 2013Q1 201920
LORD, ABBETT & CO. LLC 810.01%0.09%0.28%Q2 2013Q3 202220
Meridian Wealth Management, LLC 1910.05%0.12%0.17%Q1 2017Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.03%0.08%0.21%Q4 2014Q3 201920
Seelaus Asset Management LLC 1910.16%0.22%0.33%Q2 2018Q3 202320
Taylor Hoffman Wealth Management 20200.14%0.27%0.42%Q4 2017Q3 202220
TRUSTCORE FINANCIAL SERVICES, LLC 1640.07%0.14%0.32%Q4 2017Q4 202220
Acorn Wealth Advisors, LLC 10100.30%0.44%0.59%Q4 2017Q3 202320
Larson Financial Group LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.10%0.39%0.69%Q4 2017Q3 202220
Farmers & Merchants Trust Co of Long Beach 20200.27%0.36%0.47%Q4 2018Q3 202320
Stewardship Financial Advisors, LLC 20200.35%0.59%1.25%Q2 2016Q1 202120
Principle Wealth Partners LLC 20200.17%0.52%0.82%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20200.22%0.38%0.63%Q4 2018Q3 202320
Essex Savings Bank 20200.17%0.21%0.29%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.34%0.55%0.84%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.09%0.15%0.26%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.02%0.04%0.06%Q4 2018Q3 202320
Claro Advisors LLC 20200.18%0.32%0.48%Q4 2018Q3 202320
Allred Capital Management, LLC 20200.35%0.54%0.80%Q4 2018Q3 202320
TrinityPoint Wealth, LLC 20200.17%0.28%0.54%Q4 2018Q3 202320
BROOKS, MOORE & ASSOCIATES, INC. 20200.94%1.25%1.84%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Jackson Hole Capital Partners, LLC 20200.13%0.16%0.24%Q4 2018Q3 202320
Edge Capital Group, LLC 20200.04%0.15%1.07%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.01%0.11%0.32%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.14%0.18%0.25%Q4 2018Q3 202320
ESSEX INVESTMENT MANAGEMENT CO LLC 20200.02%0.02%0.03%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.72%0.92%1.25%Q4 2018Q3 202320
American Financial Advisors, LLC 20200.04%0.05%0.09%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20200.11%0.17%0.26%Q4 2018Q3 202320
Foster Victor Wealth Advisors, LLC 20200.39%0.52%1.04%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Xcel Wealth Management, LLC 20200.09%0.20%0.55%Q4 2018Q3 202320
TFG Advisers LLC 20200.78%0.92%1.15%Q4 2018Q3 202320
American Portfolios Advisors 20200.03%0.06%0.10%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.01%0.02%0.02%Q3 2017Q2 202220
Riverview Trust Co 19190.01%0.04%0.13%Q1 2019Q3 202319
SII INVESTMENTS INC/WI 19190.02%0.08%0.18%Q2 2013Q4 201719
Cresset Asset Management, LLC 1720.00%0.01%0.02%Q4 2018Q3 202319
Members Trust Co 1020.01%0.02%0.03%Q2 2016Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.06%0.12%0.15%Q3 2018Q3 202319
SALEM INVESTMENT COUNSELORS INC 1810.03%0.06%0.08%Q1 2017Q3 202319
GREENWOOD GEARHART INC 19190.03%0.70%1.62%Q1 2018Q3 202219
Realta Investment Advisors 19190.12%0.20%0.24%Q1 2019Q3 202319
Princeton Global Asset Management LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Schonfeld Strategic Advisors LLC 610.00%0.11%0.48%Q1 2017Q3 202319
TSFG, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
MIDDLETON & CO INC/MA 19190.05%0.19%0.50%Q2 2013Q4 201719
Keudell/Morrison Wealth Management 19190.25%0.52%0.73%Q1 2019Q3 202319
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1810.00%0.03%0.09%Q3 2015Q3 202319
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.03%0.03%0.04%Q1 2019Q3 202319
Clark Capital Management Group, Inc. 1810.21%0.75%1.36%Q4 2016Q3 202319
Quantitative Investment Management, LLC 710.01%0.29%0.74%Q2 2013Q4 202119
Ascension Asset Management LLC 1010.18%0.23%0.31%Q4 2017Q2 202319
Knights of Columbus Asset Advisors LLC 1320.01%1.20%2.23%Q1 2017Q3 202319
ARGENT CAPITAL MANAGEMENT LLC 19190.25%0.45%0.67%Q4 2013Q2 201819
DF DENT & CO INC 1230.00%0.00%0.01%Q1 2018Q3 202319
RDA Financial Network 19190.11%0.26%0.47%Q1 2019Q3 202319
JT Stratford LLC 19190.11%0.37%1.06%Q1 2019Q3 202319
High Falls Advisors, Inc 1110.06%0.08%0.10%Q1 2016Q2 202319
MEANS INVESTMENT CO., INC. 19190.08%0.13%0.26%Q1 2019Q3 202319
Pensionfund Sabic 19190.44%0.60%0.76%Q1 2015Q3 201919
Arden Trust Co 19190.03%0.09%0.17%Q2 2019Q4 202319
CNB Bank 19190.00%0.01%0.02%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19190.08%0.15%0.22%Q2 2013Q4 201719
MERCER GLOBAL ADVISORS INC /ADV 19190.03%0.06%0.19%Q1 2019Q3 202319
IFC Holdings Incorporated/FL 19190.18%0.22%0.26%Q2 2013Q4 201719
Rockefeller Capital Management L.P. 19190.00%0.01%0.04%Q1 2019Q3 202319
IMA Wealth, Inc. 19190.01%0.01%0.01%Q2 2018Q4 202219
PGGM Investments 1810.00%0.34%0.55%Q2 2013Q2 202119
SEVEN EIGHT CAPITAL, LP 410.01%0.34%1.12%Q4 2013Q3 202319
ACCIDENT COMPENSATION CORP 19191.80%2.27%2.69%Q4 2015Q2 202019
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.03%0.10%0.20%Q4 2016Q3 202219
Private Capital Group, LLC 19190.03%0.05%0.09%Q4 2017Q2 202219
Zions Bancorporation, N.A. 19190.18%0.36%0.60%Q1 2019Q3 202319
OPUS INVESTMENT MANAGEMENT INC 19190.17%0.72%0.97%Q2 2013Q4 201719
Cornerstone Wealth Group, LLC 19190.08%0.20%0.77%Q1 2019Q3 202319
Gilbert & Cook, Inc. 19190.08%0.11%0.13%Q1 2019Q3 202319
Bremer Bank National Association 19190.05%0.10%0.13%Q1 2019Q3 202319
Lantz Financial LLC 19191.01%1.26%1.49%Q1 2019Q3 202319
NICOLET ADVISORY SERVICES, LLC 19190.03%0.03%0.05%Q1 2019Q3 202319
Highstreet Asset Management Inc. 1180.00%0.18%0.62%Q1 2015Q4 201919
Texan Capital Management 19190.18%0.27%0.57%Q2 2013Q4 201719
TRUE Private Wealth Advisors 1810.01%0.04%0.04%Q3 2018Q3 202319
CX Institutional 1110.00%0.04%0.22%Q2 2018Q3 202319
First National Bank of South Miami 19190.35%0.55%0.96%Q4 2018Q2 202319
WEALTHFRONT Corp 19190.01%0.03%0.04%Q1 2014Q3 201819
COMERICA SECURITIES,INC. 19190.05%0.07%0.10%Q1 2019Q3 202319
PROFFITT & GOODSON INC 19190.02%0.02%0.03%Q1 2019Q3 202319
COHEN & STEERS, INC. 1210.00%0.14%0.38%Q2 2013Q3 202319
Western Wealth Management, LLC 1180.06%0.25%1.90%Q4 2018Q3 202319
Alexandria Capital, LLC 18180.01%0.01%0.02%Q2 2013Q3 201718
SUN LIFE FINANCIAL INC 18180.01%0.18%0.42%Q4 2016Q1 202118
UNITED BANK, INC. 18180.09%0.13%0.17%Q2 2013Q3 201718
BDO Wealth Advisors, LLC 1080.00%0.02%0.07%Q2 2017Q2 202318
EASTERN BANK 18180.02%0.03%0.07%Q2 2013Q3 201718
ACCURATE INVESTMENT SOLUTIONS, INC. 18182.33%3.01%3.79%Q4 2015Q1 202018
Keystone Financial Group 1620.06%0.07%0.09%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.16%0.20%0.26%Q2 2013Q3 201718
Global X Management CO LLC 18180.11%0.29%0.47%Q1 2014Q2 201818
Advisors Capital Management, LLC 18180.01%0.02%0.04%Q2 2019Q3 202318
Clarius Group, LLC 1080.05%0.07%0.08%Q1 2019Q3 202318
Confluence Wealth Management LLC 18180.10%0.17%0.25%Q2 2016Q3 202018
Calamos Wealth Management LLC 18180.09%0.14%0.18%Q2 2019Q3 202318
Quotient Investors, LLC 18180.17%0.35%0.52%Q2 2013Q3 201718
Summit Trail Advisors, LLC 1220.02%0.05%0.25%Q4 2017Q3 202318
Nationwide Fund Advisors 18180.05%0.06%0.08%Q2 2013Q3 201718
Fieldpoint Private Securities, LLC 1010.03%0.04%0.08%Q1 2017Q2 202218
PIN OAK INVESTMENT ADVISORS INC 1620.02%0.04%0.08%Q4 2017Q1 202318
RAY GERALD L & ASSOCIATES LTD 18180.03%0.06%0.08%Q2 2013Q3 201718
CAPITAL GUARDIAN TRUST CO 1610.00%0.01%0.04%Q2 2013Q1 201818
Domani Wealth, LLC 1350.05%0.08%0.11%Q3 2015Q1 202318
Waldron Private Wealth LLC 1410.01%0.02%0.05%Q1 2017Q3 202318
SIGMA INVESTMENT COUNSELORS INC 1260.02%0.03%0.04%Q1 2019Q3 202318
NAVELLIER & ASSOCIATES INC 1210.01%0.26%1.79%Q3 2012Q2 202118
Summit Global Investments 1260.03%0.28%0.99%Q4 2016Q3 202318
Baker Ellis Asset Management LLC 18180.05%0.08%0.12%Q2 2013Q3 201718
KMG FIDUCIARY PARTNERS, LLC 1350.04%0.10%0.19%Q1 2019Q3 202318
UBS AG 660.00%0.02%0.08%Q2 2013Q3 201418
HNP Capital LLC 18180.03%0.48%0.89%Q4 2018Q1 202318
Resource Planning Group 18180.17%0.28%0.40%Q3 2018Q4 202218
AVIANCE CAPITAL MANAGEMENT, LLC 1410.00%0.53%1.45%Q2 2013Q1 201918
CHELSEA COUNSEL CO 1440.07%0.59%2.92%Q2 2013Q3 202318
Sound View Wealth Advisors Group, LLC 18180.74%1.17%1.52%Q2 2019Q3 202318
SOUTH TEXAS MONEY MANAGEMENT LTD 1020.01%0.01%0.02%Q1 2014Q3 201918
DAVIDSON & GARRARD INC 18180.19%0.24%0.28%Q2 2013Q3 201718
AMERICAN NATIONAL INSURANCE CO 18180.03%0.12%0.30%Q2 2013Q3 201718
WealthTrust-Arizona, LLC 1620.00%0.01%0.02%Q2 2013Q4 201818
Valmark Advisers, Inc. 18180.01%0.01%0.02%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.06%0.14%0.36%Q2 2013Q3 201718
WINTON GROUP Ltd 910.01%0.08%0.22%Q4 2014Q1 202318
Advisory Alpha, LLC 1710.02%0.07%0.18%Q1 2019Q3 202318
FLC Capital Advisors 18180.07%0.09%0.10%Q1 2019Q2 202318
Certified Advisory Corp 1110.00%0.06%0.29%Q4 2017Q3 202318
NuWave Investment Management, LLC 920.00%0.26%0.86%Q3 2013Q3 202218
BANCORPSOUTH INC 18180.09%0.30%0.46%Q2 2013Q3 201718
MASTRAPASQUA ASSET MANAGEMENT INC 1030.05%0.11%0.15%Q2 2013Q3 202318
Semmax Financial Advisors Inc. 1710.01%0.41%1.69%Q4 2018Q3 202318
Kimelman & Baird, LLC 910.02%0.04%0.07%Q1 2014Q2 202118
Gratus Capital, LLC 18180.03%0.04%0.10%Q2 2019Q3 202318
GREAT VALLEY ADVISOR GROUP, INC. 18180.04%0.06%0.11%Q2 2019Q3 202318
Barry Investment Advisors, LLC 18180.09%0.12%0.30%Q4 2014Q1 201918
INVESTMENT CENTERS OF AMERICA INC 18180.16%0.26%0.37%Q2 2013Q3 201718
Wealthspire Advisors, LLC 1610.00%0.03%0.04%Q4 2018Q3 202317
Supplemental Annuity Collective Trust of NJ 1250.14%0.27%0.43%Q1 2014Q3 201817
NOVARE CAPITAL MANAGEMENT LLC 810.04%0.07%0.13%Q2 2013Q3 202317
PARK AVENUE SECURITIES LLC 1410.02%0.03%0.04%Q1 2019Q3 202317
BANCED CORP 1430.39%0.58%0.87%Q4 2013Q3 201817
Resource Management, LLC 17170.05%0.08%0.14%Q4 2017Q4 202117
Altman Advisors, Inc. 1520.15%0.19%0.23%Q4 2017Q3 202217
MACKAY SHIELDS LLC 17170.06%0.09%0.14%Q1 2018Q1 202217
SEEYOND 17170.02%0.23%0.51%Q4 2018Q4 202217
PREMIER ASSET MANAGEMENT LLC 730.06%0.11%0.21%Q4 2014Q2 202217
LOOMIS SAYLES & CO L P 620.00%0.00%0.00%Q1 2016Q2 202317
Bruderman Asset Management, LLC 17170.06%3.16%4.50%Q1 2015Q1 201917
TimeScale Financial, Inc. 17170.00%0.01%0.01%Q2 2019Q2 202317
LYNCH & ASSOCIATES/IN 17170.21%0.31%0.42%Q2 2013Q2 201717
Pinnacle Wealth Planning Services, Inc. 17170.08%0.10%0.17%Q3 2019Q3 202317
Beacon Pointe Advisors, LLC 1610.04%0.07%0.12%Q2 2019Q3 202317
ALBION FINANCIAL GROUP /UT 1010.03%0.34%0.51%Q2 2013Q3 202317
BEACON TRUST CO 17170.07%0.09%0.11%Q1 2013Q1 201717
PITCAIRN CO 920.01%0.02%0.03%Q1 2019Q3 202317
Old Port Advisors 1110.11%0.35%0.64%Q1 2019Q3 202317
Shorepoint Capital Partners LLC 930.12%0.29%0.80%Q1 2019Q3 202317
Principal Street Partners, LLC 17170.09%0.14%0.25%Q2 2019Q2 202317
EQUITABLE TRUST CO 17170.02%0.05%0.13%Q3 2019Q3 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.03%0.07%0.10%Q2 2013Q2 201717
PERSONAL CFO SOLUTIONS, LLC 17170.19%0.24%0.34%Q3 2019Q3 202317
BEACON INVESTMENT ADVISORY SERVICES, INC. 1430.02%0.03%0.04%Q3 2017Q3 202317
Ironwood Financial, llc 1610.00%0.00%0.01%Q3 2015Q4 201917
Sciencast Management LP 410.18%0.60%2.49%Q3 2016Q2 202317
Trinity Legacy Partners, LLC 980.08%0.95%2.16%Q1 2019Q3 202317
MONROE BANK & TRUST/MI 630.02%0.06%0.35%Q2 2013Q2 201817
iAB Financial Bank 17170.12%0.20%0.28%Q2 2013Q2 201717
Claraphi Advisory Network, LLC 910.15%0.30%0.61%Q4 2017Q3 202217
Shilanski & Associates, Inc. 1341.67%2.10%3.17%Q2 2019Q3 202317
NorthRock Partners, LLC 17170.06%0.13%0.24%Q3 2019Q3 202317
BEESE FULMER INVESTMENT MANAGEMENT, INC. 17170.03%0.04%0.06%Q3 2019Q3 202317
Kinsight, LLC 17170.15%0.24%0.39%Q2 2013Q2 201717
Cable Hill Partners, LLC 17170.01%0.03%0.08%Q1 2015Q1 201917
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 17170.02%0.04%0.06%Q2 2013Q2 201717
JACOBS LEVY EQUITY MANAGEMENT, INC 820.00%0.06%0.20%Q4 2014Q3 202317
CAPITAL CITY TRUST CO/FL 710.05%0.12%0.36%Q2 2013Q2 202317
WESTWOOD HOLDINGS GROUP INC 1310.00%0.26%0.52%Q2 2013Q3 202317
MIDAS MANAGEMENT CORP 17170.79%1.17%1.50%Q2 2013Q2 201717
Blue Chip Partners, LLC 1510.02%0.82%1.36%Q4 2014Q4 202017
HighTower Trust Company, N.A. 1160.03%0.05%0.12%Q4 2014Q1 202317
Winfield Associates, Inc. 17170.05%0.08%0.10%Q4 2013Q4 201717
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.08%0.13%0.31%Q2 2013Q2 201717
RONALD BLUE & CO LLC 17170.03%0.08%0.13%Q2 2013Q2 201717
Empirical Finance, LLC 1610.01%0.14%0.21%Q4 2016Q3 202317
SCHULHOFF & CO INC 17170.16%0.19%0.21%Q3 2019Q3 202317
Ranch Capital Advisors Inc. 17170.00%0.47%0.90%Q3 2019Q3 202317
Apriem Advisors 1610.01%0.01%0.02%Q2 2013Q2 201817
WFG Advisors, LP 17170.17%0.49%1.05%Q2 2013Q2 201717
Farmers National Bank 1520.92%1.69%2.25%Q4 2014Q2 201917
Williams Jones Wealth Management, LLC. 17170.00%0.01%0.01%Q3 2019Q3 202317
SRS Capital Advisors, Inc. 930.00%0.03%0.15%Q4 2016Q3 202317
LEE DANNER & BASS INC 17170.03%0.04%0.05%Q3 2019Q3 202317
Geneva Advisors, LLC 17170.00%0.01%0.01%Q2 2013Q2 201717
Ensign Peak Advisors, Inc 16160.20%0.43%0.60%Q4 2019Q3 202316
SPRENG CAPITAL MANAGEMENT, INC. 16160.90%1.10%1.31%Q4 2019Q3 202316
Regent Peak Wealth Advisors LLC 16160.11%0.52%1.71%Q4 2019Q3 202316
A. D. Beadell Investment Counsel, Inc. 16160.56%0.67%0.85%Q2 2013Q1 201716
ATLAS CAPITAL ADVISORS LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
S.A. Mason LLC 16160.06%0.08%0.15%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.08%0.30%0.63%Q4 2019Q3 202316
Bangor Savings Bank 1110.02%0.04%0.09%Q4 2014Q3 202316
CSat Investment Advisory, L.P. 1240.01%0.56%1.73%Q2 2013Q1 202116
Center for Financial Planning, Inc. 16160.02%0.05%0.13%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.03%0.09%0.20%Q4 2019Q3 202316
THOROUGHBRED FINANCIAL SERVICES, LLC 1240.06%0.08%0.09%Q2 2019Q3 202316
Vestcor Inc 16160.03%0.28%0.51%Q4 2019Q3 202316
KAYS FINANCIAL ADVISORY CORP /ADV 810.06%0.18%0.29%Q4 2014Q3 202016
Illinois Municipal Retirement Fund 16160.08%0.40%0.92%Q4 2019Q3 202316
BRAUN STACEY ASSOCIATES INC 16160.22%0.50%0.67%Q2 2013Q1 201716
Wagner Wealth Management, LLC 1240.14%0.26%0.38%Q4 2017Q3 202316
Concert Wealth Management Inc. 16160.03%0.11%0.28%Q2 2013Q1 201716
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16160.05%0.08%0.13%Q4 2019Q3 202316
Archer Investment Corp 16160.02%0.18%0.26%Q4 2019Q3 202316
Symmetry Partners, LLC 1410.02%0.04%0.11%Q1 2017Q4 202316
Procyon Advisors, LLC 16160.11%0.21%0.28%Q4 2019Q3 202316
MEEDER ASSET MANAGEMENT INC 1120.00%0.06%0.25%Q1 2016Q3 202216
Consolidated Planning Corp 16160.31%0.85%1.71%Q4 2019Q3 202316
Sunburst Financial Group, LLC 16160.24%0.36%0.45%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.81%0.97%1.51%Q4 2019Q3 202316
STRATEGY ASSET MANAGERS LLC 16160.20%0.29%0.43%Q2 2017Q1 202116
Firestone Capital Management 16160.16%0.22%0.44%Q4 2019Q3 202316
MOSELEY INVESTMENT MANAGEMENT INC 16160.22%0.30%0.39%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.33%0.48%0.67%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.06%0.06%0.08%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.04%0.06%0.08%Q4 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16163.31%3.66%4.07%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.02%Q4 2019Q3 202316
Klingman & Associates, LLC 810.02%0.03%0.04%Q4 2014Q3 202316
Capital Square, LLC 16160.82%1.23%2.24%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
ICW Investment Advisors LLC 16160.58%0.64%0.74%Q4 2019Q3 202316
Gleason Group, Inc. 16160.27%0.38%0.60%Q4 2019Q3 202316
Main Street Research LLC 1420.04%0.28%0.43%Q2 2013Q3 202316
IAG Wealth Partners, LLC 16160.00%0.02%0.08%Q4 2019Q3 202316
Smith, Salley & Associates 1510.02%0.27%0.50%Q2 2014Q3 202316
Capital Asset Advisory Services LLC 16160.04%0.10%0.16%Q4 2019Q3 202316
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1060.04%0.08%0.12%Q2 2013Q3 202316
Sand Hill Global Advisors, LLC 1510.04%0.05%0.09%Q2 2013Q1 202216
WealthBridge Capital Management, LLC 1220.08%0.10%0.15%Q4 2018Q3 202316
Catamount Wealth Management 16160.01%0.02%0.03%Q4 2014Q3 201816
JANUS HENDERSON INVESTORS US LLC 16160.06%0.13%0.21%Q2 2013Q1 201716
Insight Folios Inc 16162.32%2.91%4.06%Q4 2019Q3 202316
CI INVESTMENTS INC. 970.00%0.00%0.02%Q3 2019Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.72%1.17%2.02%Q4 2019Q3 202316
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 16160.12%0.14%0.16%Q2 2013Q1 201716
Hudock, Inc. 1510.00%0.00%0.05%Q2 2013Q3 202216
Stevens First Principles Investment Advisors 1110.00%0.02%0.02%Q3 2013Q1 201816
RWC Asset Management LLP 16160.29%0.45%0.67%Q4 2014Q3 201816
Krane Funds Advisors LLC 1150.00%0.02%0.04%Q2 2019Q2 202316
Modera Wealth Management, LLC 1220.01%0.03%0.15%Q4 2015Q3 202316
Providence First Trust Co 1240.12%0.33%1.10%Q3 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.02%0.02%0.03%Q4 2019Q3 202316
Shoker Investment Counsel, Inc. 1060.11%0.27%0.71%Q1 2016Q1 202216
INTERACTIVE FINANCIAL ADVISORS, INC. 16160.06%0.07%0.11%Q1 2019Q4 202216
United Asset Strategies, Inc. 880.06%0.23%0.47%Q1 2016Q2 202216
WORLDQUANT MILLENNIUM ADVISORS LLC 1420.02%0.07%0.21%Q2 2018Q4 202216
Candriam S.C.A. 16160.02%0.06%0.16%Q4 2014Q3 201816
Clear Creek Financial Management, LLC 1010.05%0.08%0.13%Q2 2019Q3 202316
Red Door Wealth Management, LLC 16160.22%0.53%1.19%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.27%0.32%0.44%Q4 2019Q3 202316
TRAVELERS COMPANIES, INC. 16161.08%1.42%2.05%Q2 2013Q1 201716
AGRAN LIBBIE 16160.38%0.58%0.85%Q2 2013Q1 201716
Financial Gravity Asset Management, Inc. 510.00%0.02%0.15%Q1 2018Q3 202316
TIEDEMANN ADVISORS, LLC 1510.02%0.11%0.42%Q1 2017Q3 202316
PSI Advisors, LLC 16160.19%0.57%1.26%Q4 2019Q3 202316
Leelyn Smith, LLC 16160.49%0.59%0.74%Q4 2019Q3 202316
Core Alternative Capital 16161.69%2.00%2.43%Q4 2019Q3 202316
J.W. COLE ADVISORS, INC. 16160.09%0.20%0.95%Q4 2019Q3 202316
S.E.E.D. Planning Group LLC 16160.09%0.36%1.03%Q4 2019Q3 202316
Ellis Investment Partners, LLC 1510.01%0.03%0.06%Q2 2019Q2 202316
Quantbot Technologies LP 410.05%0.37%0.82%Q2 2014Q3 202116
Aberdeen Wealth Management LLC 16160.52%0.63%0.84%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.17%0.22%0.36%Q4 2019Q3 202316
Element Wealth, LLC 16160.36%0.44%0.60%Q4 2019Q3 202316
Camarda Financial Advisors, LLC 730.00%0.07%0.34%Q1 2014Q1 201916
Equitable Holdings, Inc. 16160.01%0.01%0.03%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.03%0.04%0.05%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.04%0.37%0.56%Q4 2019Q3 202316
Taylor Wealth Management Partners 16160.02%0.04%0.07%Q1 2015Q4 201816
Hummer Financial Advisory Services Inc 16160.25%0.31%0.37%Q4 2019Q3 202316
Ruggie Capital Group 1240.02%0.06%0.10%Q4 2014Q4 201816
Stokes Family Office, LLC 16160.12%0.16%0.20%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.01%0.02%0.03%Q2 2013Q1 201716
Mayfair Advisory Group, LLC 16161.26%1.50%2.03%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.02%0.06%0.20%Q4 2019Q3 202316
Edgestream Partners, L.P. 610.03%0.35%1.56%Q4 2015Q3 202316
Chronos Wealth Management, LLC 16162.45%3.44%4.37%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.04%0.07%Q4 2019Q3 202316
Bridgewater Associates 510.00%0.04%0.15%Q3 2013Q4 202216
Arlington Partners LLC 820.00%0.04%0.10%Q4 2018Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.16%0.19%0.22%Q2 2013Q4 201615
Altshuler Shaham Ltd 830.00%0.00%0.01%Q4 2017Q1 202315
Columbus Macro, LLC 1320.28%0.47%1.37%Q4 2017Q3 202315
PrairieView Partners, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
AlphaCrest Capital Management LLC 870.01%0.11%0.54%Q4 2018Q3 202215
STEPH & CO 1320.01%0.01%0.04%Q4 2019Q3 202315
Spearhead Capital Advisors, LLC 15150.04%0.07%0.32%Q1 2019Q3 202215
SEARLE & CO. 1230.00%0.10%0.20%Q4 2014Q3 202315
Jackson Wealth Management, LLC 15150.46%0.86%1.32%Q4 2014Q2 201815
CORNERCAP INVESTMENT COUNSEL INC 15150.05%0.26%0.62%Q4 2019Q2 202315
MCIA Inc 1320.01%0.60%1.04%Q2 2017Q3 202315
Visionary Asset Management, Inc. 1110.01%0.82%1.02%Q2 2014Q3 201815
BlackRock Fund Advisors 15150.14%0.17%0.22%Q2 2013Q4 201615
Deane Retirement Strategies, Inc. 730.01%2.54%3.50%Q1 2015Q4 201915
CORNERSTONE ADVISORS INC 830.10%0.16%0.24%Q2 2013Q1 201915
WEALTHCARE CAPITAL MANAGEMENT LLC 1210.00%0.01%0.02%Q2 2013Q1 202115
STRALEM & CO INC 15150.06%1.99%3.51%Q2 2013Q4 201615
Corient Capital Partners, LLC 15150.04%0.06%0.09%Q1 2019Q3 202215
HIGH POINT BANK & TRUST CO 15150.04%0.06%0.08%Q2 2013Q4 201615
Stokes & Hubbell Capital Management, LLC 15150.14%0.30%0.48%Q3 2015Q1 201915
OSAIC HOLDINGS, INC. 15150.08%0.10%0.14%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.08%0.17%0.25%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.01%0.06%0.10%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.06%0.10%0.14%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.16%0.56%1.28%Q4 2019Q3 202315
Stolper Co 15150.67%0.79%1.04%Q1 2020Q3 202315
PIERSHALE FINANCIAL GROUP, INC. 730.00%0.00%0.01%Q3 2013Q2 202315
Citizens National Bank Trust Department 15150.43%0.55%0.79%Q1 2020Q3 202315
EXCHANGE TRADED CONCEPTS, LLC 1320.00%0.09%0.35%Q4 2019Q4 202315
Reynders McVeigh Capital Management, LLC 870.03%0.06%0.11%Q2 2013Q3 201715
MADDEN SECURITIES Corp 1410.34%0.69%1.35%Q4 2019Q3 202315
CAROLINAS WEALTH CONSULTING LLC 15150.03%0.05%0.11%Q1 2020Q3 202315
Capital Advisory Group Advisory Services, LLC 710.02%0.06%0.10%Q1 2018Q1 202215
BlackRock Group LTD 15150.17%0.21%0.27%Q2 2013Q4 201615
Moser Wealth Advisors, LLC 1320.02%0.03%0.03%Q4 2019Q3 202315
TIRSCHWELL & LOEWY INC 15150.45%0.49%0.57%Q2 2013Q4 201615
Fusion Capital, LLC 15150.18%0.23%0.37%Q1 2020Q3 202315
CWS Financial Advisors, LLC 870.52%0.72%0.99%Q4 2019Q3 202315
Brandywine Global Investment Management, LLC 1320.02%0.21%0.53%Q1 2016Q4 202215
Secure Asset Management, LLC 1050.06%0.13%0.31%Q4 2019Q3 202315
Virtu KCG Holdings LLC 1050.00%0.03%0.18%Q3 2013Q2 201715
Symphony Financial, Ltd. Co. 15150.16%0.21%0.28%Q1 2020Q3 202315
Zurich Insurance Group Ltd/FI 920.16%0.26%0.52%Q4 2015Q2 202215
Wealth Alliance 15150.18%0.22%0.26%Q1 2020Q3 202315
CALTON & ASSOCIATES, INC. 1010.05%0.08%0.14%Q4 2017Q4 202215
EXENCIAL WEALTH ADVISORS, LLC 1410.01%0.02%0.03%Q1 2013Q3 202315
Avion Wealth 15150.04%0.04%0.05%Q1 2020Q3 202315
Triton Wealth Management, PLLC 15150.15%0.22%0.42%Q1 2020Q3 202315
MSI Financial Services Inc 15150.13%0.19%0.25%Q2 2013Q4 201615
LifePlan Financial Group, Inc 1140.04%0.05%0.08%Q2 2013Q3 202015
NORTH AMERICAN MANAGEMENT CORP 15150.04%0.05%0.06%Q3 2015Q1 201915
BLACKROCK ADVISORS LLC 15150.00%0.02%0.04%Q2 2013Q4 201615
I.G. INVESTMENT MANAGEMENT, LTD. 15150.00%0.02%0.04%Q4 2013Q2 201715
BRINKER CAPITAL INC 640.02%0.05%0.13%Q4 2015Q2 202015
Nikulski Financial, Inc. 15150.09%0.13%0.19%Q1 2020Q3 202315
Qtron Investments LLC 1050.11%0.23%0.47%Q1 2019Q3 202315
OFI Advisors LLC 1140.10%0.17%0.29%Q3 2011Q3 201515
Lehman & Derafelo Financial Resources LLC 15150.08%0.10%0.13%Q2 2019Q4 202215
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 710.01%0.01%0.01%Q2 2014Q3 202315
Inscription Capital, LLC 1050.06%0.15%0.68%Q3 2019Q3 202315
BlackRock Japan Co. Ltd 15150.17%0.22%0.25%Q2 2013Q4 201615
BT Wealth Management LLC 15150.13%0.30%0.57%Q4 2018Q2 202215
Strategic Blueprint, LLC 1410.03%0.18%0.46%Q3 2019Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.06%0.13%0.17%Q1 2020Q3 202315
Somerset Trust Co 15150.37%0.56%0.85%Q4 2013Q2 201715
DOLIVER ADVISORS, LP 820.09%0.11%0.14%Q1 2018Q4 202315
GSA CAPITAL PARTNERS LLP 210.03%0.12%0.24%Q2 2013Q3 202215
FIRST NATIONAL BANK SIOUX FALLS 1410.12%0.21%0.91%Q2 2013Q4 201815
Advisor Group, Inc. 15150.11%0.16%0.24%Q2 2016Q4 201915
Retirement Group, LLC 1410.00%0.01%0.03%Q4 2019Q3 202315
BOENNING & SCATTERGOOD, INC. 1320.04%0.06%0.10%Q4 2018Q4 202215
Vestmark Advisory Solutions, Inc. 1230.02%0.03%0.05%Q1 2019Q2 202315
NORTHSTAR WEALTH PARTNERS LLC 15151.07%1.53%1.97%Q1 2017Q3 202015
Stokes Capital Advisors, LLC 1140.16%0.20%0.24%Q4 2017Q3 202315
Rossmore Private Capital 1410.01%0.06%0.13%Q4 2017Q3 202315
NumerixS Investment Technologies Inc 810.02%0.24%0.49%Q1 2015Q2 202015
CAPITAL ONE, NATIONAL ASSOCIATION 1010.02%0.05%0.11%Q2 2013Q2 201715
Compagnie Lombard Odier SCmA 610.00%0.01%0.03%Q4 2013Q1 202115
BlackRock Investment Management, LLC 15150.08%0.10%0.12%Q2 2013Q4 201615
Engineers Gate Manager LP 610.01%0.08%0.45%Q4 2014Q3 202315
Wealthstreet Investment Advisors, LLC 15150.03%0.09%0.61%Q4 2017Q2 202115
MATHER GROUP, LLC. 14140.02%0.02%0.03%Q2 2020Q3 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
MYCIO WEALTH PARTNERS, LLC 14140.01%0.01%0.01%Q2 2013Q3 201614
SIMPLEX TRADING, LLC 410.00%0.01%0.04%Q1 2015Q3 202314
ACADIA TRUST NA 14142.33%2.59%2.79%Q2 2013Q3 201614
SIGNET FINANCIAL MANAGEMENT, LLC 520.02%0.10%0.30%Q4 2015Q4 202114
TOBAM 1210.00%2.52%4.00%Q2 2013Q3 202314
Continuum Advisory, LLC 1040.05%0.28%1.06%Q1 2017Q3 202314
Dai-ichi Life Holdings, Inc. 14140.03%0.15%0.42%Q2 2013Q3 201614
LBA Wealth Management, LLC 14140.00%0.03%0.07%Q4 2013Q1 201714
KELLY LAWRENCE W & ASSOCIATES INC/CA 14140.02%0.03%0.06%Q2 2015Q3 201814
ASSET MANAGEMENT CORP /IL/ /ADV 14140.25%0.37%0.51%Q4 2019Q1 202314
Qube Research & Technologies Ltd 610.05%0.23%0.60%Q1 2018Q3 202214
ANALYTIC INVESTORS, LLC 14140.39%1.35%2.20%Q2 2013Q3 201614
Wela Strategies, Inc. 1310.08%0.17%0.26%Q4 2019Q4 202314
Blume Capital Management, Inc. 14140.01%0.05%0.07%Q4 2014Q1 201814
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1310.08%0.10%0.18%Q4 2019Q3 202314
CADINHA & CO LLC 14140.05%0.11%0.20%Q4 2014Q1 201814
Venture Visionary Partners LLC 14140.06%0.10%0.14%Q2 2020Q3 202314
Banque Cantonale Vaudoise 14140.05%0.20%0.51%Q4 2019Q1 202314
BAILARD, INC. 14140.05%0.07%0.10%Q2 2020Q3 202314
Exchange Capital Management, Inc. 620.00%0.33%0.58%Q4 2014Q3 201814
Beaumont Asset Management, L.L.C. 14140.24%0.28%0.37%Q2 2020Q3 202314
GROUP ONE TRADING, L.P. 510.00%0.00%0.02%Q3 2013Q3 202314
M Holdings Securities, Inc. 610.05%0.10%0.24%Q4 2013Q2 202314
ARGENT TRUST Co 14140.18%0.28%0.40%Q4 2014Q1 201814
Altavista Wealth Management, Inc. 1220.07%0.10%0.13%Q3 2017Q4 202114
AMJ Financial Wealth Management 14140.12%0.70%4.68%Q4 2019Q1 202314
Merriman Wealth Management, LLC 1130.01%0.05%0.09%Q3 2017Q3 202314
Stratos Wealth Advisors, LLC 14140.23%0.45%1.08%Q2 2020Q3 202314
EPG Wealth Management LLC 1130.16%0.22%0.30%Q4 2019Q3 202314
Quadrature Capital Ltd 510.01%0.25%0.61%Q4 2016Q4 202214
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 630.04%0.09%0.16%Q2 2019Q3 202314
Rock Creek Group, LP 14140.01%0.05%0.16%Q2 2020Q3 202314
Chicago Partners Investment Group LLC 860.00%0.02%0.03%Q2 2017Q3 202314
Keebeck Wealth Management, LLC 1210.01%0.05%0.08%Q4 2019Q3 202314
WEALTHSOURCE PARTNERS, LLC 1310.03%0.06%0.09%Q3 2016Q1 202214
Centerpoint Advisors, LLC 920.00%0.01%0.03%Q4 2017Q3 202314
Trexquant Investment LP 510.02%0.12%0.28%Q4 2014Q3 202214
DELTA LLOYD NV 14140.01%0.07%0.11%Q2 2013Q3 201614
Platform Technology Partners 950.16%0.37%0.93%Q4 2019Q2 202314
Rampart Investment Management Company, LLC 14140.05%0.30%0.94%Q1 2017Q2 202014
MARSHALL WACE, LLP 510.00%0.06%0.24%Q1 2017Q3 202314
HBK INVESTMENTS L P 610.00%0.03%0.06%Q3 2013Q4 202014
Burt Wealth Advisors 820.00%0.02%0.05%Q4 2015Q4 202014
Legacy Bridge, LLC 14140.03%0.08%0.12%Q2 2020Q3 202314
Nikko Asset Management Americas, Inc. 1310.00%0.02%0.07%Q2 2013Q4 201714
Ellsworth Advisors, LLC 14140.78%1.21%1.64%Q2 2020Q3 202314
Citizens Business Bank 520.03%0.05%0.07%Q4 2012Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.12%0.38%0.62%Q2 2013Q3 201614
JENNISON ASSOCIATES LLC 630.02%0.07%0.13%Q3 2016Q3 202314
Sterling Capital Management LLC 1010.01%0.12%0.82%Q1 2013Q3 201914
HARTLINE INVESTMENT CORP/ 1040.04%0.05%0.08%Q1 2020Q3 202314
Redwood Investment Management, LLC 410.07%0.16%0.29%Q1 2018Q1 202314
Measured Wealth Private Client Group, LLC 1010.07%0.39%1.38%Q3 2017Q1 202214
WINTRUST INVESTMENTS LLC 860.03%0.05%0.08%Q1 2020Q3 202314
Cooper Financial Group 920.05%0.16%0.36%Q3 2019Q3 202314
FIL Ltd 1130.00%0.00%0.00%Q1 2016Q1 202114
Tortoise Investment Management, LLC 1110.00%0.01%0.01%Q2 2016Q3 202314
HAMEL ASSOCIATES, INC. 14140.11%1.00%1.58%Q4 2013Q1 201714
DEERE & CO 14140.06%0.11%0.18%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.01%0.06%0.12%Q2 2013Q3 201614
ACIMA PRIVATE WEALTH, LLC 14140.04%0.05%0.07%Q4 2018Q1 202214
B. Riley Wealth Management, Inc. 640.00%0.05%0.10%Q1 2014Q2 202214
MinichMacGregor Wealth Management, LLC 1210.02%0.05%0.28%Q4 2015Q4 202214
XPONANCE, INC. 14140.06%0.11%0.14%Q2 2020Q3 202314
GUARDIAN INVESTMENT MANAGEMENT 14140.62%0.78%1.03%Q2 2020Q3 202314
MBM Wealth Consultants, LLC 1130.01%0.04%0.11%Q2 2019Q3 202314
Perennial Advisors, LLC 910.01%0.02%0.04%Q4 2016Q2 202113
HOLLENCREST CAPITAL MANAGEMENT 630.00%0.05%0.10%Q1 2014Q3 202313
Smith Affiliated Capital Corp. 1010.00%0.07%0.20%Q2 2011Q1 201613
LSV ASSET MANAGEMENT 1010.00%0.01%0.02%Q2 2015Q2 202113
Lokken Investment Group LLC 1210.20%0.25%0.28%Q1 2012Q3 202313
Te Ahumairangi Investment Management Ltd 13130.28%0.83%1.57%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.07%0.10%0.13%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.09%0.15%0.26%Q3 2020Q3 202313
TFC Financial Management, Inc. 13130.03%0.04%0.06%Q3 2020Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.20%0.43%0.63%Q3 2020Q3 202313
AM INVESTMENT STRATEGIES LLC 13130.21%0.37%1.41%Q3 2020Q3 202313
LMCG INVESTMENTS, LLC 1010.01%0.01%0.01%Q2 2013Q4 202213
Goelzer Investment Management, Inc. 13130.28%0.33%0.41%Q3 2020Q3 202313
MAGNOLIA CAPITAL ADVISORS LLC 850.26%0.64%1.41%Q4 2019Q1 202313
VSR Financial Services, Inc. 13130.04%0.07%0.11%Q2 2013Q2 201613
King Wealth Management Group 810.04%0.17%0.55%Q2 2013Q3 202313
GODSEY & GIBB, INC 410.02%0.04%0.10%Q2 2019Q3 202313
Antonetti Capital Management LLC 910.02%0.06%0.08%Q2 2010Q3 202313
NORTHWEST INVESTMENT COUNSELORS, LLC 810.01%0.03%0.04%Q2 2017Q3 202313
Newbridge Financial Services Group, Inc. 13130.10%0.16%0.20%Q3 2020Q3 202313
Investors Capital Advisory Services 13130.10%0.18%0.28%Q2 2013Q2 201613
ATTICUS WEALTH MANAGEMENT, LLC 850.01%0.07%0.20%Q4 2019Q3 202313
Risk Paradigm Group, LLC 13130.06%0.16%0.26%Q1 2015Q1 201813
ARBOR TRUST WEALTH ADVISORS, LLC 1210.14%0.16%0.20%Q4 2019Q3 202313
EVOKE WEALTH, LLC 13130.00%0.01%0.02%Q3 2019Q3 202213
LMR Partners LLP 410.00%0.07%0.20%Q1 2014Q1 202113
MidWestOne Financial Group, Inc. 920.04%0.06%0.08%Q3 2019Q3 202313
IEQ CAPITAL, LLC 1120.01%0.05%0.09%Q4 2019Q3 202313
TRANSCEND CAPITAL ADVISORS, LLC 13130.02%0.05%0.08%Q3 2020Q3 202313
Cornerstone Advisors, LLC 760.06%0.22%0.41%Q4 2019Q3 202313
Robertson Stephens Wealth Management, LLC 13130.02%0.03%0.05%Q3 2020Q3 202313
Asset Management Advisors, LLC 710.14%0.19%0.25%Q2 2016Q2 202313
ADVISORY RESEARCH INC 1010.00%0.01%0.04%Q2 2013Q3 202313
Mitsubishi UFJ Securities Holdings Co., Ltd. 810.00%0.16%0.78%Q1 2015Q2 201913
PEDDOCK CAPITAL ADVISORS, LLC 1110.01%0.02%0.03%Q3 2016Q4 202013
BRANDYWINE OAK PRIVATE WEALTH LLC 1010.02%0.03%0.05%Q4 2018Q3 202313
BRIGHTON JONES LLC 13130.01%0.03%0.04%Q3 2020Q3 202313
Bell Rock Capital LLC 13130.02%0.09%0.15%Q4 2016Q4 201913
Braun-Bostich & Associates Inc. 1210.09%0.41%0.61%Q4 2017Q4 202113
Point72 Asset Management, L.P. 610.00%0.13%0.47%Q4 2014Q3 202313
INSIGHT 2811, INC. 740.00%0.22%0.44%Q2 2013Q3 201613
Providence Capital Advisors, LLC 1210.00%0.03%0.04%Q4 2017Q3 202313
Ironwood Investment Counsel, LLC 710.05%0.08%0.13%Q2 2013Q2 202213
6 Meridian 850.05%0.64%2.13%Q3 2018Q4 202113
Dynamic Technology Lab Private Ltd 310.05%0.17%0.38%Q3 2014Q3 202313
Monument Capital Management 1120.08%1.21%1.79%Q4 2017Q2 202213
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 760.14%1.41%3.16%Q4 2014Q2 201813
Front Row Advisors LLC 13130.01%0.01%0.01%Q4 2017Q4 202013
CenterStar Asset Management, LLC 410.00%0.04%0.17%Q4 2017Q1 202113
Zebra Capital Management LLC 940.21%0.46%0.64%Q4 2014Q4 201813
FIRST NIAGARA BANK 13130.22%0.26%0.33%Q2 2013Q2 201613
Global Financial Private Capital, Inc 1210.26%0.53%1.19%Q1 2017Q2 202013
FIRSTMERIT BANK N A TRUSTEE 13130.45%0.52%0.56%Q2 2013Q2 201613
JOHN G ULLMAN & ASSOCIATES INC 13130.16%0.25%0.31%Q3 2020Q3 202313
HOWLAND CAPITAL MANAGEMENT LLC 720.02%0.04%0.08%Q2 2013Q2 202013
Cypress Capital Management LLC (WY) 850.02%0.46%1.52%Q1 2015Q4 201913
Spectrum Management Group, LLC 1110.00%0.02%0.22%Q1 2016Q3 202213
KANALY TRUST CO 13130.27%0.35%0.45%Q4 2013Q4 201613
Zions Bancorporation 1110.00%0.06%0.28%Q1 2015Q3 201813
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.08%0.12%Q3 2020Q3 202313
WEST CHESTER CAPITAL ADVISORS, INC 1010.25%0.47%0.99%Q2 2013Q3 201913
FCA CORP /TX 13130.74%1.12%1.44%Q1 2014Q1 201713
St. Louis Trust Co 1120.04%0.05%0.07%Q3 2019Q3 202313
BRIDGEWAY CAPITAL MANAGEMENT, LLC 420.02%0.33%0.76%Q2 2013Q1 202013
GREENWOOD CAPITAL ASSOCIATES LLC 1210.11%0.16%0.20%Q2 2013Q3 201613
TD Securities (USA) LLC 12120.09%0.20%0.26%Q2 2013Q1 201612
PartnerRe Asset Management CORP 12120.12%0.15%0.18%Q2 2013Q1 201612
GPS Wealth Strategies Group, LLC 930.10%0.12%0.16%Q3 2020Q3 202312
FAGAN ASSOCIATES, INC. 12120.05%0.06%0.08%Q4 2020Q3 202312
Coho Partners, Ltd. 840.00%0.01%0.03%Q2 2013Q3 202312
CoreFirst Bank & Trust 12120.01%0.36%0.49%Q4 2020Q3 202312
Holocene Advisors, LP 420.01%0.02%0.04%Q4 2017Q3 202312
QUALCOMM INC/DE 750.13%0.77%1.40%Q2 2013Q2 201612
Connolly Sarah T. 12120.16%0.25%0.34%Q4 2020Q3 202312
Forester Capital Management, LTD 1112.40%3.11%3.89%Q2 2014Q2 201712
Syverson Strege & Co 12120.10%0.17%0.30%Q4 2020Q3 202312
ExodusPoint Capital Management, LP 810.03%0.27%0.76%Q4 2019Q3 202312
Campbell Wealth Management 610.01%0.03%0.03%Q2 2020Q3 202312
Valley Brook Capital Group, Inc. 12120.35%0.49%0.68%Q4 2020Q3 202312
Private Ocean, LLC 810.00%0.01%0.02%Q4 2017Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.05%0.07%0.10%Q4 2018Q3 202112
Riggs Asset Managment Co. Inc. 440.00%0.01%0.01%Q3 2014Q1 202212
Mayflower Financial Advisors, LLC 12120.86%0.99%1.13%Q4 2020Q3 202312
RITHOLTZ WEALTH MANAGEMENT 12120.02%0.04%0.07%Q4 2020Q3 202312
Magnetar Financial LLC 310.00%0.02%0.04%Q3 2014Q4 202112
WEYBOSSET RESEARCH & MANAGEMENT LLC 610.08%0.10%0.13%Q2 2019Q1 202312
CAMG Solamere Management, LLC 840.14%0.41%0.65%Q4 2016Q4 202012
Tidal Investments LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Foundations Investment Advisors, LLC 12120.01%0.06%0.14%Q4 2020Q3 202312
Red Wave Investments LLC 12120.12%0.18%0.29%Q4 2020Q3 202312
Willis Johnson & Associates, Inc. 12120.03%0.04%0.04%Q4 2020Q3 202312
Brinker Capital Investments, LLC 1020.00%0.10%0.17%Q1 2019Q4 202212
Wealth Dimensions Group, Ltd. 12120.20%0.28%0.41%Q4 2020Q3 202312
Seminole Management Co., Inc. 1020.08%1.05%2.31%Q2 2013Q3 201612
RUSSELL FRANK CO/ 12120.03%0.05%0.12%Q2 2013Q1 201612
Main Street Financial Solutions, LLC 12120.37%0.43%0.50%Q4 2020Q3 202312
Apollon Wealth Management, LLC 1110.01%0.09%0.14%Q2 2020Q3 202312
Siemens Fonds Invest GmbH 12120.16%0.38%0.48%Q4 2020Q3 202312
CenturyLink Investment Management Co 720.37%0.49%0.75%Q2 2013Q3 201612
Advisor OS, LLC 1020.06%0.21%0.40%Q2 2020Q3 202312
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.01%0.06%Q4 2013Q3 202212
BANK OF STOCKTON 12120.07%0.13%0.21%Q3 2020Q2 202312
Integrated Investment Consultants, LLC 710.03%0.07%0.13%Q1 2016Q4 201912
Legacy Wealth Asset Management, LLC 12120.26%0.33%0.41%Q4 2020Q3 202312
Parasol Investment Management, LLC 12120.30%0.43%0.50%Q2 2014Q1 201712
First Trust Direct Indexing L.P. 12120.14%0.19%0.22%Q4 2020Q3 202312
Quantitative Systematic Strategies LLC 310.05%0.26%0.62%Q4 2014Q4 202012
Palumbo Wealth Management LLC 12120.13%0.50%0.75%Q4 2020Q3 202312
Bay Harbor Wealth Management, LLC 12120.00%0.11%0.22%Q4 2018Q3 202112
AMG National Trust Bank 12120.01%0.01%0.02%Q2 2020Q1 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.04%0.07%Q4 2018Q3 202112
Lehman Financial Resources, Inc. 12120.03%0.06%0.08%Q4 2012Q3 201512
THOMASPARTNERS, INC. 12120.12%0.32%0.76%Q2 2013Q1 201612
Flinton Capital Management LLC 12120.45%0.57%0.64%Q4 2016Q3 201912
American Assets Investment Management, LLC 930.18%0.21%0.24%Q2 2013Q3 202312
Laurion Capital Management LP 210.00%0.14%1.26%Q3 2013Q3 202212
Jaffetilchin Investment Partners, LLC 1110.06%0.11%0.14%Q1 2016Q3 202312
Marcum Wealth, LLC 1110.04%0.06%0.07%Q2 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.09%0.12%0.19%Q2 2013Q1 201612
Glen Harbor Capital Management LLC 12120.51%0.65%0.75%Q4 2016Q3 201912
BERKSHIRE ASSET MANAGEMENT LLC/PA 910.01%0.19%0.47%Q2 2013Q2 202312
Ohio National Investments, Inc. 12120.16%0.18%0.21%Q2 2013Q1 201612
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.19%0.32%0.42%Q4 2020Q3 202312
DAVIS R M INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.40%0.49%0.57%Q4 2016Q3 201912
Constitution Capital LLC 12120.26%0.41%1.05%Q4 2020Q3 202312
WealthTrust Fairport, LLC 750.00%0.01%0.01%Q2 2013Q1 201912
Elkfork Partners LLC 12120.74%0.95%1.12%Q4 2016Q3 201912
Asset Planning Services, Ltd. 12120.01%0.02%0.02%Q2 2015Q1 201812
Lenox Wealth Advisors, LLC 1110.00%0.01%0.03%Q3 2016Q1 202212
CVA Family Office, LLC 12120.03%0.04%0.05%Q3 2020Q2 202312
Elevated Capital Advisors, LLC 410.35%0.47%0.63%Q1 2019Q2 202312
Sovereign Financial Group, Inc. 12120.91%1.25%1.78%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.12%0.22%0.44%Q4 2020Q3 202312
DC Investments Management, LLC 12120.12%0.53%2.73%Q4 2017Q3 202012
Arcus Capital Partners, LLC 12120.02%0.11%0.16%Q4 2020Q3 202312
Systematic Alpha Investments, LLC 12120.08%0.11%0.20%Q4 2020Q3 202312
MACROVIEW INVESTMENT MANAGEMENT LLC 840.01%1.76%3.50%Q2 2013Q4 201812
Concord Wealth Partners 12120.12%0.19%0.33%Q4 2020Q3 202312
TrueWealth Advisors, LLC 12120.31%0.47%0.68%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12120.10%0.16%0.26%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.01%0.03%0.16%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.05%0.07%0.10%Q4 2020Q3 202312
MU Investments Co., Ltd. 930.01%0.02%0.02%Q2 2013Q3 201712
Gray Wealth Management Inc. 12120.11%0.14%0.16%Q4 2020Q3 202312
MTM Investment Management, LLC 12121.37%1.54%1.74%Q4 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
TruWealth Advisors, LLC 12120.02%0.03%0.03%Q4 2020Q3 202312
WEST BANCORPORATION INC 840.63%0.80%0.98%Q4 2019Q3 202312
David J Yvars Group 12120.24%0.41%0.70%Q4 2020Q3 202312
Renasant Bank 12120.24%0.33%0.46%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12121.55%1.83%2.10%Q4 2020Q3 202312
ForthRight Wealth Management, LLC 12120.15%0.37%0.54%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.38%0.45%0.54%Q4 2020Q3 202312
Railway Pension Investments Ltd 840.05%0.17%0.35%Q4 2018Q4 202212
AJO, LP 1020.00%0.01%0.06%Q2 2014Q1 202012
IVC Wealth Advisors LLC 12120.27%0.33%0.43%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.05%0.07%0.08%Q4 2020Q3 202312
Alerus Investment Advisors Corp 12120.05%0.12%0.30%Q2 2013Q1 201612
Insight Advisors, LLC/ PA 12120.05%0.07%0.09%Q4 2020Q3 202312
Thrive Capital Management, LLC 12120.14%0.44%0.95%Q4 2020Q3 202312
Canal Insurance CO 1110.24%0.42%0.86%Q3 2017Q3 202312
Robbins Farley 12121.05%1.70%2.89%Q4 2020Q3 202312
Capital Bank & Trust Co 12120.00%0.01%0.01%Q2 2017Q1 202012
FIRST MERCHANTS CORP 810.02%0.10%0.18%Q2 2013Q4 201912
Wealth Advisors of Tampa Bay, LLC 12121.53%1.80%2.26%Q2 2020Q1 202312
Berman Capital Advisors, LLC 12120.02%0.04%0.05%Q4 2018Q3 202112
Godshalk Welsh Capital Management, Inc. 810.15%0.18%0.24%Q4 2014Q3 202212
CENTERSQUARE INVESTMENT MANAGEMENT LLC 12120.00%0.00%0.00%Q1 2018Q4 202012
CFO4Life Group, LLC 12120.10%0.31%0.50%Q1 2017Q4 201912
Capital Analysts, LLC 1110.00%0.01%0.04%Q1 2016Q3 202312
Crewe Advisors LLC 520.00%0.01%0.03%Q4 2017Q1 202312
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
Cohen Investment Advisors LLC 12120.32%0.37%0.43%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.09%0.13%0.15%Q4 2020Q3 202312
Secrest Blakey & Associates, LLC 12120.60%1.30%2.67%Q4 2017Q3 202012
CreativeOne Wealth, LLC 11110.03%0.05%0.10%Q1 2021Q3 202311
Live Your Vision, LLC 11110.00%0.00%0.00%Q3 2016Q1 201911
New England Professional Planning Group Inc. 410.18%0.27%0.35%Q4 2014Q4 201911
KOPP INVESTMENT ADVISORS LLC 11110.27%0.40%0.47%Q2 2013Q4 201511
ZEKE CAPITAL ADVISORS, LLC 610.02%0.08%0.17%Q4 2016Q4 202211
ARROWGRASS CAPITAL PARTNERS (US) LP 440.00%0.03%0.05%Q1 2017Q4 201711
AMERICAN ASSET MANAGEMENT INC. 11110.13%0.35%0.58%Q2 2017Q4 201911
COMERICA SECURITIES INC 11110.06%0.08%0.15%Q2 2016Q4 201811
Mathes Company, Inc. 920.13%0.17%0.23%Q4 2020Q3 202311
Bedell Frazier Investment Counselling, LLC 510.10%0.18%0.26%Q1 2015Q3 202311
Parkwood LLC 1010.03%0.06%0.10%Q4 2013Q1 201711
JAMES INVESTMENT RESEARCH INC 510.00%0.02%0.09%Q4 2013Q2 202011
Hamilton Point Investment Advisors, LLC 11110.72%1.04%1.35%Q4 2013Q2 201611
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 920.06%0.08%0.10%Q2 2013Q4 201611
Legg Mason Asset Management (Japan) Co., Ltd. 510.57%0.84%1.06%Q2 2017Q4 202111
BALASA DINVERNO & FOLTZ LLC 830.03%0.06%0.12%Q2 2013Q1 202011
Diversified Portfolios, Inc. 11110.13%0.48%0.81%Q2 2020Q4 202211
CT Financial Advisors LLC 1010.03%0.06%0.11%Q1 2014Q1 201711
CANANDAIGUA NATIONAL CORP 11110.44%0.56%0.90%Q2 2020Q4 202211
D L CARLSON INVESTMENT GROUP INC 11110.37%0.55%0.70%Q1 2021Q3 202311
AMERICAN NATIONAL BANK 11110.00%0.02%0.05%Q1 2021Q3 202311
EVERGREEN CAPITAL MANAGEMENT LLC 510.01%0.03%0.05%Q4 2019Q3 202311
ASPIRIANT HOLDINGS S3, LLC 11110.26%0.38%0.50%Q2 2013Q4 201511
Krilogy Financial LLC 910.01%0.05%0.12%Q3 2015Q3 201811
HARVEY INVESTMENT CO LLC 830.02%0.03%0.04%Q3 2020Q2 202311
CLINTON GROUP INC 310.03%0.18%0.46%Q2 2013Q4 201711
TOEWS CORP /ADV 410.05%0.41%0.85%Q2 2016Q3 202311
HALL CAPITAL MANAGEMENT CO INC 520.22%1.12%2.10%Q4 2014Q3 202311
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.01%Q1 2021Q3 202311
CHURCHILL MANAGEMENT Corp 710.02%0.14%0.38%Q2 2013Q3 202311
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
SIMMONS FIRST TRUST CO NA 11110.14%0.49%0.79%Q2 2013Q4 201511
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.16%0.25%0.42%Q2 2013Q4 201511
Pinnacle Summer Investments, Inc. 11110.02%0.03%0.04%Q2 2013Q4 201511
TRUEWEALTH LLC 11110.28%0.32%0.38%Q4 2017Q2 202011
Lucia Wealth Services, LLC 11110.01%0.02%0.02%Q1 2018Q3 202011
Burleson & Company, LLC 830.02%0.06%0.20%Q4 2017Q4 202211
Rollins Financial 830.16%0.33%0.50%Q4 2020Q3 202311
FRED ALGER MANAGEMENT, LLC 650.00%0.00%0.01%Q2 2013Q2 201711
Nachman Norwood & Parrott, Inc 11110.17%0.23%0.29%Q4 2018Q2 202111
Selective Wealth Management, Inc. 11110.11%1.11%2.55%Q2 2020Q4 202211
Canton Hathaway, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Landsberg, Bennett, & Dubbaneh LLC 11110.04%0.05%0.07%Q1 2019Q3 202111
Piscataqua Savings Bank 11110.03%0.04%0.04%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.03%0.07%0.18%Q1 2021Q3 202311
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 710.04%0.19%0.30%Q4 2019Q3 202311
Spire Wealth Management 11110.01%0.03%0.07%Q1 2021Q3 202311
Shulman DeMeo Asset Management LLC 920.07%0.14%0.27%Q4 2020Q3 202311
Alaethes Wealth LLC 11110.14%0.26%0.54%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11110.05%0.06%0.08%Q1 2021Q3 202311
KG&L Capital Management,LLC 520.13%0.31%0.60%Q3 2020Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.06%0.17%0.32%Q1 2021Q3 202311
Maryland State Retirement & Pension System 740.12%0.16%0.19%Q4 2020Q3 202311
Key FInancial Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
Lloyd Advisory Services, LLC. 11110.10%0.13%0.34%Q4 2019Q2 202211
Sculati Wealth Management, LLC 11110.39%0.67%1.24%Q1 2021Q3 202311
FSA Wealth Management LLC 1010.11%0.15%0.18%Q4 2019Q4 202211
Northstar Advisory Group, LLC 830.25%0.35%0.44%Q4 2020Q3 202311
GoalVest Advisory LLC 830.33%0.52%0.94%Q4 2020Q4 202311
CMG Global Holdings, LLC 11110.22%0.28%0.36%Q1 2021Q3 202311
Hoese & Co LLP 11110.01%0.01%0.02%Q2 2021Q4 202311
Clearview Wealth Advisors LLC 11110.07%0.08%0.10%Q4 2020Q2 202311
Octavia Wealth Advisors, LLC 920.05%0.06%0.07%Q4 2020Q3 202311
Campion Asset Management 11110.27%0.33%0.38%Q1 2021Q3 202311
Lumature Wealth Partners, LLC 11110.21%0.26%0.36%Q4 2020Q2 202311
Addison Advisors LLC 1010.01%0.04%0.07%Q4 2020Q3 202311
Allegheny Financial Group LTD 1010.17%0.25%0.29%Q4 2020Q3 202311
Destiny Wealth Partners, LLC 920.03%0.06%0.10%Q4 2020Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 830.43%0.53%0.62%Q4 2020Q3 202311
Colonial River Wealth Management, LLC 830.10%0.18%0.34%Q4 2020Q3 202311
Kessler Investment Group, LLC 710.01%0.50%1.17%Q2 2015Q1 202311
FOX RUN MANAGEMENT, L.L.C. 310.12%0.24%0.47%Q4 2015Q3 202311
Nichols Asset Management LLC 530.05%0.22%0.67%Q2 2013Q4 201611
ELEMENT CAPITAL MANAGEMENT LLC 310.01%0.39%0.72%Q1 2016Q3 202311
Deseret Mutual Benefit Administrators 10100.06%0.07%0.11%Q2 2021Q3 202310
Nicollet Investment Management, Inc. 10100.28%0.37%0.47%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.01%0.03%Q2 2021Q3 202310
Brown Financial Advisory 10100.22%0.26%0.35%Q4 2020Q1 202310
TIVERTON ASSET MANAGEMENT LLC 910.01%0.09%0.21%Q4 2016Q3 201910
MID CONTINENT CAPITAL LLC/IL 10100.04%0.06%0.11%Q2 2013Q3 201510
Dakota Wealth Management 910.04%0.05%0.07%Q2 2018Q1 202110
TOCQUEVILLE ASSET MANAGEMENT L.P. 510.00%0.02%0.05%Q2 2013Q1 202110
Staton Financial Advisors, LLC 10100.59%0.73%0.85%Q1 2015Q2 201710
Visium Asset Management, LP 910.00%0.01%0.02%Q2 2013Q4 201510
Pinnacle Wealth Management Group, Inc. 10100.26%0.29%0.34%Q2 2021Q3 202310
THOMPSON DAVIS & CO., INC. 820.00%0.11%0.32%Q4 2014Q4 201710
Wealth Advisory Solutions, LLC 410.07%0.12%0.20%Q4 2019Q4 202210
NSI Retail Advisors, LLC 10100.07%0.11%0.17%Q2 2021Q3 202310
MATRIX ASSET ADVISORS INC/NY 10100.14%0.24%0.47%Q3 2013Q4 201510
Ascent Wealth Partners, LLC 10100.09%0.24%0.33%Q2 2021Q3 202310
PHYSICIANS FINANCIAL SERVICES, INC. 910.09%0.50%0.62%Q4 2015Q2 202210
HARBOUR INVESTMENTS, INC. 640.08%0.10%0.12%Q1 2021Q3 202310
Avalon Investment & Advisory 820.47%0.69%0.91%Q2 2013Q2 201810
Commonwealth Financial Services, LLC 10100.01%0.15%0.42%Q4 2014Q1 201710
McLean Asset Management Corp 10100.19%0.22%0.41%Q3 2021Q4 202310
Ameritas Investment Company, LLC 910.02%0.06%0.08%Q1 2019Q3 202110
BAXTER BROS INC 910.06%0.08%0.18%Q4 2015Q2 201810
NEW YORK LIFE TRUST CO 820.02%0.23%0.56%Q2 2013Q4 201610
HRT FINANCIAL LP 510.05%0.12%0.34%Q3 2015Q3 202210
ARGENT TRUST COMPANY, N.A. 10100.18%0.22%0.25%Q2 2013Q3 201510
Convergence Investment Partners, LLC 810.01%0.50%0.78%Q4 2015Q2 202110
HIGHBRIDGE CAPITAL MANAGEMENT LLC 310.00%0.13%0.61%Q2 2013Q4 201710
Gary Goldberg Planning Services Inc 880.00%1.71%4.52%Q1 2013Q4 201410
Gs Investments, Inc. 730.00%0.02%0.07%Q2 2017Q3 202310
Baldwin Investment Management, LLC 10100.04%0.07%0.10%Q2 2021Q3 202310
Private Capital Management, LLC 420.04%0.10%0.24%Q2 2020Q3 202310
MBA Advisors LLC 10100.12%0.20%0.25%Q1 2021Q2 202310
COLDSTREAM CAPITAL MANAGEMENT INC 430.01%0.07%0.16%Q4 2020Q3 202310
Cornerstone Advisory, LLC 10100.03%0.06%0.09%Q2 2021Q3 202310
RAND WEALTH, LLC 710.02%0.10%0.25%Q4 2014Q3 201810
Independent Portfolio Consultants, Inc. 10100.00%0.04%0.16%Q1 2015Q2 201710
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.00%0.00%0.00%Q4 2015Q2 201810
Mawer Investment Management Ltd. 10100.16%0.26%0.34%Q2 2021Q3 202310
VisionPoint Advisory Group, LLC 820.01%0.60%1.63%Q4 2018Q3 202310
Accurate Wealth Management, LLC 10100.24%0.36%0.51%Q2 2021Q3 202310
STEVENS CAPITAL MANAGEMENT LP 210.11%0.40%1.10%Q2 2013Q2 202110
BENJAMIN EDWARDS INC 910.01%0.23%0.82%Q1 2019Q3 202310
Neuberger Berman Canada ULC 640.05%0.22%0.33%Q1 2014Q2 201710
Sandbox Financial Partners, LLC 10100.22%0.26%0.32%Q4 2020Q1 202310
Elwood & Goetz Wealth Advisory Group, LLC 910.07%0.09%0.12%Q1 2021Q3 202310
ALPHASIMPLEX GROUP, LLC 640.12%0.16%0.19%Q1 2019Q3 202110
West Branch Capital LLC 10100.03%0.03%0.04%Q2 2021Q3 202310
Milestone Advisory Partners 910.12%0.18%0.27%Q2 2020Q3 202310
LaFleur & Godfrey LLC 10100.12%0.14%0.16%Q2 2021Q3 202310
NORTH STAR ASSET MANAGEMENT INC 820.01%0.01%0.02%Q1 2018Q3 202310
FAYEZ SAROFIM & CO 10100.00%0.00%0.00%Q4 2019Q1 202210
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 610.00%0.03%0.07%Q2 2020Q1 202310
Altium Wealth Management LLC 10100.04%0.06%0.09%Q1 2020Q2 202210
Lombard Odier Asset Management (Switzerland) SA 820.01%0.06%0.13%Q2 2014Q4 201910
Elo Mutual Pension Insurance Co 10100.15%0.17%0.21%Q4 2020Q1 202310
Gideon Capital Advisors, Inc. 210.18%0.77%1.46%Q2 2014Q1 201910
Guidant Wealth Advisors 10100.00%0.00%0.01%Q3 2016Q4 201810
INFRASTRUCTURE CAPITAL ADVISORS, LLC 310.01%0.71%6.56%Q3 2019Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.27%0.74%1.78%Q4 2020Q3 202310
Mascoma Wealth Management LLC 10100.01%0.02%0.03%Q4 2016Q1 201910
QUANTRES ASSET MANAGEMENT Ltd 410.15%0.52%0.83%Q4 2014Q1 201910
Soltis Investment Advisors LLC 10100.05%0.20%0.32%Q4 2019Q1 202210
CHICAGO EQUITY PARTNERS LLC 550.02%0.15%0.44%Q4 2014Q1 202010
Xact Kapitalforvaltning AB 10100.06%0.11%0.12%Q3 2016Q4 201810
Cambria Investment Management, L.P. 10100.40%0.69%0.86%Q2 2017Q3 201910
CITY NATIONAL BANK 10100.08%0.17%0.23%Q2 2013Q3 201510
Blueshift Asset Management, LLC 310.02%0.17%0.33%Q1 2019Q1 202310
Amundi 10100.03%0.06%0.09%Q2 2021Q3 202310
Live Oak Private Wealth LLC 910.05%0.06%0.07%Q4 2020Q3 202310
Omnia Family Wealth, LLC 10100.02%0.03%0.04%Q4 2016Q1 201910
Laffer Tengler Investments, Inc. 510.00%0.45%0.80%Q1 2014Q3 202310
Centiva Capital, LP 410.01%0.07%0.26%Q4 2018Q2 202310
Weaver C. Barksdale & Associates, Inc. 10100.65%1.23%1.67%Q3 2015Q4 201710
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
Boulegeris Investments, Inc. 10100.21%0.33%0.37%Q1 2016Q2 201810
WINDWARD CAPITAL MANAGEMENT CO /CA 10100.05%0.16%0.32%Q1 2016Q2 201810
NatWest Group plc 10100.01%0.06%0.20%Q2 2013Q3 201510
Numeric Investors LLC 910.00%0.01%0.04%Q2 2013Q4 201710
CSM Advisors, LLC 10100.03%0.05%0.06%Q2 2021Q3 202310
West Family Investments, Inc. 10100.06%0.19%0.28%Q2 2021Q3 202310
Ken Stern & Associates, Inc. 10100.13%0.17%0.26%Q2 2016Q3 201810
Accel Wealth Management 10100.04%0.06%0.09%Q4 2020Q1 202310
Legacy Financial Advisors, Inc. 640.00%0.03%0.07%Q4 2017Q3 202310
Trust CO of the Ozarks 10100.12%0.16%0.27%Q2 2013Q3 201510
Derbend Asset Management 10100.76%1.28%1.90%Q2 2021Q3 202310
McGowan Group Asset Management, Inc. 10100.05%0.05%0.05%Q2 2021Q3 202310
Index Management Solutions, LLC 10100.00%0.03%0.09%Q2 2013Q3 201510
GLG LLC 990.14%0.17%0.21%Q4 2015Q4 20179
Laidlaw Group, LLC 991.47%1.61%1.86%Q2 2013Q2 20159
Baltimore-Washington Financial Advisors, Inc. 810.01%0.05%0.38%Q4 2013Q3 20239
Cypress Wealth Services, LLC 990.07%0.10%0.14%Q4 2017Q4 20199
Hoxton Financial, Inc. 810.00%0.02%0.18%Q2 2013Q3 20159
BLUESTEIN R H & CO LLC 630.01%0.01%0.02%Q4 2019Q1 20229
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 990.10%0.43%0.63%Q4 2020Q4 20229
Trilogy Capital Inc. 990.04%0.08%0.11%Q4 2017Q4 20199
First Capital Advisors Group, LLC. 810.01%0.23%0.44%Q4 2016Q2 20239
Mandatum Life Insurance Co Ltd 990.04%0.10%0.12%Q4 2015Q4 20179
OmniStar Financial Group, Inc. 990.24%0.26%0.30%Q3 2021Q3 20239
INR ADVISORY SERVICES LLC 990.00%0.00%0.00%Q1 2016Q1 20189
HBC Financial Services, PLLC 810.00%0.00%0.01%Q4 2019Q4 20229
Cedar Brook Financial Partners, LLC 540.07%0.11%0.15%Q4 2019Q3 20229
Stonebridge Financial Planning Group, LLC 990.11%0.17%0.24%Q4 2019Q4 20219
AlphaStar Capital Management, LLC 710.02%0.06%0.30%Q3 2017Q1 20239
WealthTrust Asset Management, LLC 990.15%0.20%0.24%Q3 2021Q3 20239
Altus Wealth Management, LLC 990.17%0.21%0.26%Q3 2021Q3 20239
Teza Capital Management LLC 310.05%0.40%1.14%Q3 2018Q3 20239
STONNINGTON GROUP, LLC 990.06%0.20%0.46%Q1 2021Q1 20239
WealthShield Partners, LLC 420.02%0.04%0.05%Q1 2021Q3 20239
JB Capital LLC 990.03%0.03%0.04%Q3 2021Q3 20239
ASPIRIANT, LLC 720.02%0.06%0.09%Q1 2016Q2 20189
Samalin Investment Counsel, LLC 810.08%0.15%0.18%Q4 2019Q3 20229
Greenline Partners, LLC 520.04%0.22%0.35%Q4 2017Q1 20229
Eagle Bay Advisors LLC 630.01%0.02%0.07%Q2 2021Q3 20239
&PARTNERS 990.15%0.25%0.30%Q3 2021Q3 20239
Janney Capital Management LLC 720.67%0.79%1.04%Q3 2015Q4 20179
RPg Family Wealth Advisory, LLC 990.02%0.03%0.05%Q1 2016Q1 20189
Bernardo Wealth Planning LLC 990.12%0.21%0.28%Q4 2018Q4 20209
RPG Investment Advisory, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
Perpetual Investment Management Ltd 990.06%0.08%0.11%Q4 2020Q4 20229
PFG Private Wealth Management, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Israel Discount Bank of New York 990.00%0.00%0.01%Q1 2017Q1 20199
ARS Wealth Advisors Group, LLC 990.16%0.83%1.52%Q3 2021Q3 20239
HawsGoodwin Investment Management LLC 990.35%0.50%1.02%Q4 2019Q4 20219
Stratos Investment Management, LLC 710.04%0.06%0.14%Q1 2020Q3 20239
BCS Wealth Management 990.11%0.14%0.21%Q2 2020Q2 20229
DB Wealth Management Group, LLC 540.00%0.00%0.00%Q4 2020Q3 20239
JOYN Advisors, Inc. 990.01%0.05%0.08%Q1 2018Q1 20209
MANAGED ACCOUNT ADVISORS LLC 990.04%0.06%0.12%Q2 2013Q2 20159
Intercontinental Wealth Advisors, LLC 540.05%0.12%0.21%Q4 2015Q4 20199
Essex LLC 990.48%0.60%0.67%Q3 2021Q3 20239
Tranquility Partners, LLC 990.10%0.14%0.17%Q3 2021Q3 20239
Argentus Capital Management, LLC 990.04%0.13%0.20%Q3 2014Q3 20169
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 610.01%0.24%1.86%Q1 2014Q4 20229
Point View Wealth Management, Inc. 990.09%0.10%0.11%Q4 2017Q4 20199
Integrated Wealth Management 990.29%0.35%0.45%Q1 2015Q1 20179
BANK OF NOVA SCOTIA TRUST CO 710.01%0.02%0.02%Q3 2015Q2 20239
PFG Advisors 630.02%0.04%0.08%Q1 2021Q2 20239
AFT, FORSYTH & COMPANY, INC. 720.02%0.50%0.73%Q2 2013Q3 20239
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 510.00%0.07%0.24%Q4 2016Q3 20239
Yorktown Management & Research Co Inc 610.08%0.34%0.50%Q2 2013Q3 20209
CrestPoint Capital Management, LLC 990.16%0.81%1.25%Q4 2015Q4 20179
9258 Wealth Management, LLC 810.06%0.07%0.09%Q4 2019Q3 20239
Destination Wealth Management 720.00%0.01%0.02%Q4 2016Q3 20199
Southland Equity Partners LLC 990.10%0.12%0.14%Q3 2021Q3 20239
NEVILLE RODIE & SHAW INC 990.12%0.14%0.17%Q2 2014Q2 20169
Castleview Partners, LLC 810.00%0.19%0.58%Q2 2021Q3 20239
Avidian Wealth Solutions, LLC 990.02%0.02%0.04%Q3 2021Q3 20239
Brendel Financial Advisors LLC 410.10%0.17%0.22%Q1 2019Q1 20239
SIMON QUICK ADVISORS, LLC 610.01%0.02%0.05%Q4 2016Q1 20229
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 991.25%1.54%2.02%Q4 2014Q4 20169
CFO4Life, L.P. 990.31%0.43%0.55%Q4 2014Q4 20169
Salient Capital Advisors, LLC 510.00%0.01%0.01%Q1 2014Q1 20179
EMFO, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
NovaPoint Capital, LLC 990.10%0.27%0.41%Q3 2021Q3 20239
Bayesian Capital Management, LP 310.06%0.23%0.51%Q2 2017Q2 20239
Intrua Financial, LLC 990.06%0.11%0.16%Q1 2021Q1 20239
LUMINUS MANAGEMENT LLC 310.02%0.61%1.51%Q2 2013Q3 20189
Richard P Slaughter Associates Inc 990.42%0.46%0.51%Q4 2019Q4 20219
Crosspoint Capital Strategies, LLC 990.01%0.07%0.19%Q4 2013Q4 20159
High Net Worth Advisory Group LLC 990.27%0.41%0.52%Q4 2021Q4 20239
FIDUCIARY SERVICES CORP/GA 880.46%0.57%0.70%Q2 2013Q1 20158
Metis Global Partners, LLC 880.14%0.17%0.22%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.14%0.16%0.18%Q4 2021Q3 20238
Fusion Family Wealth LLC 530.00%0.01%0.01%Q4 2016Q4 20188
apricus wealth, LLC 880.26%0.31%0.41%Q4 2021Q3 20238
Private Portfolio Partners LLC 710.06%0.07%0.10%Q2 2019Q3 20238
Bank of Kentucky, Inc. 880.01%0.02%0.02%Q2 2013Q1 20158
Connectus Wealth, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 881.47%1.70%1.89%Q4 2021Q3 20238
Salomon & Ludwin, LLC 440.01%0.03%0.05%Q2 2019Q3 20238
Stiles Financial Services Inc 880.13%0.16%0.20%Q4 2021Q3 20238
B. Metzler seel. Sohn & Co. AG 880.04%0.05%0.06%Q4 2021Q3 20238
CRA Financial Services, LLC 880.06%0.07%0.08%Q3 2021Q2 20238
Stonegate Investment Group, LLC 881.56%2.26%2.69%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.07%0.09%0.12%Q2 2013Q1 20158
MUFG Securities EMEA plc 310.00%0.05%0.11%Q2 2018Q3 20218
Magnus Financial Group LLC 880.02%0.04%0.05%Q1 2019Q4 20208
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 882.49%2.85%3.00%Q4 2021Q3 20238
Biltmore Wealth Management, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
Evolution Wealth Advisors, LLC 610.00%0.00%0.01%Q2 2019Q3 20218
St. James Investment Company, LLC 880.05%0.08%0.12%Q3 2014Q2 20168
GM Advisory Group, LLC 310.02%0.05%0.08%Q4 2016Q1 20218
JACKSON THORNTON ASSET MANAGEMENT, LLC 880.14%0.18%0.22%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.05%0.08%0.14%Q4 2021Q3 20238
WULFF, HANSEN & CO. 880.44%0.61%0.94%Q4 2021Q3 20238
AHL Partners LLP 310.01%0.06%0.20%Q3 2014Q3 20178
Washington Trust Advisors, Inc. 880.00%0.00%0.01%Q4 2021Q3 20238
Cross Staff Investments Inc 880.38%0.45%0.51%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.27%0.39%0.51%Q3 2021Q2 20238
Hilton Capital Management, LLC 620.02%0.79%3.46%Q2 2016Q3 20198
Strategic Investment Advisors / MI 880.08%0.17%0.22%Q4 2018Q3 20208
Ameritas Advisory Services, LLC 880.02%0.03%0.05%Q4 2021Q3 20238
Carmel Capital Partners, LLC 880.07%0.15%0.23%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.03%0.04%0.05%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.14%0.16%0.19%Q4 2021Q3 20238
Triangle Securities Wealth Management 310.14%0.16%0.20%Q2 2013Q2 20168
Pendal Group Ltd 880.00%0.00%0.01%Q4 2020Q3 20228
STRATTON MANAGEMENT CO 530.01%0.02%0.06%Q4 2013Q4 20158
OneAscent Wealth Management LLC 510.85%1.43%1.94%Q4 2020Q3 20238
STERNE AGEE GROUP, INC. 880.25%0.34%0.45%Q2 2013Q1 20158
FourThought Financial, LLC 880.09%0.19%0.26%Q4 2020Q3 20228
Sageworth Trust Co 710.00%0.00%0.00%Q4 2017Q1 20228
Hampstead Capital LLP 883.22%4.72%7.14%Q4 2016Q3 20188
Angeles Investment Advisors, LLC 440.02%0.02%0.03%Q3 2021Q3 20238
Annapolis Financial Services, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Ignite Planners, LLC 880.38%0.74%1.05%Q4 2021Q3 20238
CAMDEN NATIONAL BANK 880.83%1.37%2.47%Q4 2016Q3 20188
NORWOOD FINANCIAL CORP 880.40%0.46%0.51%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.01%0.03%0.10%Q4 2021Q3 20238
Point72 Middle East FZE 440.01%0.06%0.17%Q4 2022Q3 20238
Schechter Investment Advisors, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Adalta Capital Management LLC 880.63%1.16%1.37%Q4 2021Q3 20238
LifePro Asset Management 880.09%0.14%0.22%Q4 2020Q3 20228
Donoghue Forlines LLC 610.30%1.17%1.71%Q2 2017Q4 20208
Sompo Asset Management Co., Ltd. 880.53%0.93%1.07%Q4 2016Q3 20188
Avestar Capital, LLC 710.00%0.01%0.03%Q4 2017Q3 20238
HHG & Company, LLC 880.49%0.60%0.76%Q2 2013Q1 20158
BOSTON PRIVATE BANK & TRUST CO 880.03%0.08%0.25%Q2 2013Q1 20158
Mirador Capital Partners LP 880.05%0.07%0.08%Q4 2021Q3 20238
Heritage Trust Co 880.01%0.01%0.01%Q1 2017Q4 20188
Ziegler Capital Management, LLC 880.04%0.09%0.12%Q1 2020Q4 20218
C2C Wealth Management, LLC 881.62%2.21%2.67%Q4 2021Q3 20238
Rise Advisors, LLC 880.03%0.09%0.18%Q4 2021Q3 20238
JEPPSON WEALTH MANAGEMENT, LLC 710.09%0.22%0.34%Q3 2020Q3 20238
Optimal Asset Management, Inc. 880.30%0.60%0.96%Q4 2019Q3 20218
EverSource Wealth Advisors, LLC 880.10%0.16%0.22%Q4 2021Q3 20238
Maven Securities LTD 310.01%0.02%0.07%Q2 2021Q3 20238
Nuveen Fund Advisors, LLC 880.12%0.41%0.62%Q2 2016Q1 20188
KWMG, LLC 880.19%0.55%0.82%Q4 2014Q3 20168
Epstein & White Financial LLC 620.12%0.18%0.29%Q4 2017Q1 20208
Randolph Co Inc 883.11%3.82%4.71%Q3 2015Q2 20178
HONEYWELL INTERNATIONAL INC 880.37%0.42%0.46%Q2 2015Q1 20178
Cedar Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Stephens Consulting, LLC 880.06%0.13%0.20%Q4 2021Q3 20238
WFA of San Diego, LLC 610.03%0.29%0.65%Q2 2020Q3 20238
Mechanics Financial Corp 880.22%0.29%0.34%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.52%0.67%0.77%Q4 2021Q3 20238
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
O'ROURKE & COMPANY, Inc 880.21%0.27%0.32%Q4 2021Q3 20238
Smith Anglin Financial, LLC 880.04%0.06%0.09%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 880.06%0.16%0.45%Q4 2017Q3 20198
CYPRESS ASSET MANAGEMENT INC/TX 880.07%0.08%0.09%Q2 2014Q1 20168
Cladis Investment Advisory, LLC 880.32%0.37%0.44%Q4 2021Q3 20238
Byrne Asset Management LLC 880.20%0.24%0.28%Q4 2021Q3 20238
LCM Capital Management Inc 880.21%0.25%0.30%Q4 2021Q3 20238
HB Wealth Management, LLC 880.14%0.20%0.23%Q4 2021Q3 20238
Versor Investments LP 220.01%0.12%0.34%Q2 2018Q4 20228
Total Clarity Wealth Management, Inc. 310.02%0.06%0.13%Q4 2019Q2 20238
William Allan Corp 880.44%0.66%1.35%Q4 2021Q3 20238
KRS Capital Management, LLC 880.30%0.41%0.52%Q4 2021Q3 20238
SYMPHONY ASSET MANAGEMENT LLC 620.05%0.11%0.16%Q4 2014Q4 20168
SG3 Management, LLC 310.02%0.12%0.33%Q4 2018Q1 20228
HABERER REGISTERED INVESTMENT ADVISOR INC 880.02%0.03%0.03%Q2 2013Q1 20158
City State Bank 880.25%0.30%0.35%Q4 2021Q3 20238
CLIENT 1ST ADVISORY GROUP, LLC 880.11%0.16%0.22%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.01%1.17%1.52%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.01%0.02%Q4 2021Q3 20238
TI-TRUST, INC 880.83%0.94%1.04%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.35%0.53%0.59%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.16%0.27%0.44%Q4 2021Q3 20238
Mizuho Trust & Banking Co., Ltd. 880.19%0.22%0.24%Q4 2014Q3 20168
Ballew Advisors, Inc 530.06%0.25%0.38%Q1 2018Q3 20238
Allegis Investment Advisors, LLC 880.05%0.15%0.28%Q4 2015Q3 20178
ATHERTON LANE ADVISERS, LLC 710.01%0.02%0.03%Q4 2013Q4 20158
PBMares Wealth Management LLC 880.13%0.16%0.24%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.49%0.54%0.61%Q4 2021Q3 20238
Baker Avenue Asset Management, LP 440.00%0.17%0.38%Q2 2013Q3 20238
Laidlaw Wealth Management LLC 710.06%0.14%0.22%Q4 2020Q2 20238
Capital Directions Investment Advisors, LLC 410.00%0.02%0.06%Q2 2018Q4 20228
Thrive Wealth Management, LLC 880.10%0.12%0.14%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
XML Financial, LLC 530.04%0.06%0.07%Q3 2021Q3 20238
Powers Advisory Group, LLC 880.68%0.76%0.83%Q4 2021Q3 20238
CHILDRESS CAPITAL ADVISORS, LLC 610.08%0.10%0.12%Q4 2020Q3 20238
Covestor Ltd 880.03%0.05%0.11%Q4 2021Q3 20238
WEALTHSPAN PARTNERS, LLC 880.18%0.21%0.25%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.12%0.14%0.15%Q4 2021Q3 20238
Quent Capital, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Operose Advisors LLC 880.00%0.02%0.04%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.40%0.47%0.53%Q4 2021Q3 20238
CBIZ Investment Advisory Services, LLC 880.00%0.00%0.00%Q4 2019Q3 20218
Insight Inv LLC 880.50%0.66%0.76%Q4 2021Q3 20238
Carson Advisory Inc. 884.01%4.84%5.58%Q4 2021Q3 20238
Robinson Value Management, Ltd. 611.60%1.87%2.08%Q2 2017Q4 20198
Beaird Harris Wealth Management, LLC 880.00%0.04%0.08%Q4 2021Q3 20238
VALLEY WEALTH MANAGERS, INC. 530.00%0.01%0.03%Q2 2019Q2 20238
Halpern Financial, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 880.25%0.34%0.43%Q4 2021Q3 20238
Tillar-Wenstrup Advisors, LLC 881.03%1.88%2.37%Q4 2014Q3 20168
KENFARB & CO. 880.22%0.26%0.28%Q4 2021Q3 20238
WFA Asset Management Corp 880.06%0.07%0.08%Q4 2021Q3 20238
Mystic Asset Management, Inc. 880.58%0.70%0.80%Q4 2021Q3 20238
RS CRUM INC. 880.29%0.47%0.65%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.01%0.03%Q4 2021Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.06%0.09%0.13%Q1 2019Q4 20208
Bell Investment Advisors, Inc 620.00%0.01%0.01%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.05%0.06%0.06%Q4 2021Q3 20238
Y-Intercept (Hong Kong) Ltd 420.07%0.25%0.62%Q4 2020Q3 20238
Russell Clark Investment Management Ltd 710.78%1.50%2.87%Q2 2019Q3 20218
BCR Wealth Strategies, LLC 880.24%0.37%0.46%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.13%0.19%0.24%Q4 2021Q3 20238
Peregrine Asset Advisers, Inc. 710.13%0.53%3.18%Q1 2016Q2 20188
GUARDIAN INVESTOR SERVICES LLC 880.22%0.23%0.27%Q2 2013Q1 20158
FIRST COMMUNITY TRUST NA 880.02%0.03%0.04%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.02%0.03%0.04%Q4 2021Q3 20238
MILLER WEALTH ADVISORS, LLC 880.01%0.03%0.16%Q4 2021Q3 20238
Keene & Associates, Inc. 881.32%1.44%1.61%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.10%0.16%0.19%Q4 2021Q3 20238
Family Firm, Inc. 530.10%0.12%0.14%Q4 2014Q4 20168
Sonora Investment Management Group, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Ascent Group, LLC 880.02%0.12%0.20%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.03%0.04%0.05%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.15%0.25%0.36%Q4 2021Q3 20238
1620 INVESTMENT ADVISORS, INC. 880.10%0.50%0.64%Q4 2021Q3 20238
MKT Advisors LLC 880.23%0.33%0.40%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.21%0.27%0.31%Q4 2021Q3 20238
DMC Group, LLC 880.82%1.09%1.30%Q4 2021Q3 20238
REUTER JAMES WEALTH MANAGEMENT, LLC 880.55%0.93%1.57%Q4 2021Q3 20238
AIGEN INVESTMENT MANAGEMENT, LP 210.10%0.44%1.15%Q1 2020Q3 20238
Widmann Financial Services, Inc. 880.70%0.87%0.95%Q4 2021Q3 20238
Ilmarinen Mutual Pension Insurance Co 510.04%0.10%0.16%Q3 2019Q3 20238
W ADVISORS, LLC 880.40%0.46%0.54%Q4 2021Q3 20238
Americana Partners, LLC 770.10%0.14%0.17%Q1 2022Q3 20237
REDW Wealth LLC 770.11%0.12%0.14%Q1 2022Q3 20237
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 610.07%0.14%0.18%Q4 2020Q3 20237
Relative Value Partners Group, LLC 510.02%0.02%0.03%Q1 2019Q3 20237
BOYAR ASSET MANAGEMENT INC. 770.15%0.18%0.19%Q1 2022Q3 20237
L.M. KOHN & COMPANY 770.32%0.41%0.46%Q1 2022Q3 20237
RELIANCE TRUST CO 770.89%1.03%1.20%Q2 2013Q4 20147
HARBOUR INVESTMENT MANAGEMENT LLC 770.27%0.73%1.45%Q2 2013Q4 20147
SILVER OAK SECURITIES, INCORPORATED 770.11%0.16%0.19%Q1 2022Q3 20237
QUANTUM CAPITAL MANAGEMENT 520.02%0.06%0.11%Q3 2013Q3 20207
MJP ASSOCIATES INC /ADV 770.07%0.14%0.18%Q4 2021Q2 20237
Lebenthal Holdings,LLC 770.06%0.14%0.33%Q4 2014Q2 20167
PZENA INVESTMENT MANAGEMENT LLC 770.00%0.00%0.00%Q1 2017Q3 20187
Round Rock Advisors, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
Clear Perspective Advisors, LLC 770.06%0.10%0.13%Q4 2016Q2 20187
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 770.01%0.01%0.01%Q4 2015Q2 20177
Private Advisory Group LLC 770.12%0.28%0.38%Q1 2022Q3 20237
BUTENSKY & COHEN FINANCIAL SECURITY, INC 520.00%0.00%0.01%Q4 2014Q2 20177
Placemark Investments, Inc. 770.06%0.10%0.15%Q2 2013Q4 20147
Parisi Gray Wealth Management 610.02%0.03%0.04%Q4 2017Q2 20217
QVR LLC 330.02%0.07%0.16%Q2 2022Q4 20227
BOK Financial Private Wealth, Inc. 430.01%0.01%0.02%Q3 2021Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
HORIZON BANCORP INC /IN/ 410.02%0.08%0.32%Q4 2019Q3 20237
Squar Milner Financial Services LLC 520.02%0.02%0.02%Q2 2018Q1 20207
Neo Ivy Capital Management 310.01%0.20%0.51%Q4 2018Q1 20227
Kowal Investment Group, LLC 610.02%0.11%0.13%Q3 2021Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.01%0.01%0.01%Q4 2021Q2 20237
Chesapeake Wealth Management 770.09%0.12%0.16%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.04%0.05%0.07%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.07%0.08%0.13%Q2 2013Q4 20147
Wealth Architects, LLC 520.06%0.08%0.10%Q3 2016Q4 20197
Tyler-Stone Wealth Management 520.03%0.04%0.04%Q4 2021Q3 20237
American Beacon Advisors, Inc. 770.56%0.75%0.82%Q1 2017Q3 20187
RED CEDAR INVESTMENT MANAGEMENT, LLC 770.17%0.35%0.48%Q1 2022Q3 20237
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 430.18%0.78%1.54%Q4 2021Q3 20237
Private Capital Advisors, Inc. 770.04%0.06%0.07%Q1 2022Q3 20237
Eagle Strategies LLC 430.14%0.20%0.26%Q4 2021Q3 20237
Abacus Planning Group, Inc. 310.05%0.09%0.20%Q4 2017Q2 20237
OLIVER LAGORE VANVALIN INVESTMENT GROUP 770.06%0.09%0.12%Q1 2022Q3 20237
Mendel Money Management 770.26%0.31%0.35%Q1 2022Q3 20237
FARR MILLER & WASHINGTON LLC/DC 770.02%0.03%0.04%Q1 2020Q3 20217
Simplicity Wealth,LLC 770.36%0.63%1.00%Q4 2021Q2 20237
NIPPON LIFE INSURANCE CO 770.03%0.03%0.05%Q1 2016Q3 20177
SHAPIRO ROBERT N 770.04%0.04%0.05%Q2 2013Q4 20147
Landmark Bank 770.09%0.22%0.26%Q2 2018Q4 20197
JGP Wealth Management, LLC 770.10%0.68%1.50%Q2 2018Q4 20197
FOREFRONT WEALTH MANAGEMENT INC. 770.19%0.26%0.28%Q4 2021Q2 20237
FOUNDERS BANK & TRUST 770.02%0.16%0.24%Q2 2013Q4 20147
Wambolt & Associates, LLC 770.12%0.13%0.15%Q2 2021Q4 20227
Pictet North America Advisors SA 770.14%0.30%0.46%Q2 2016Q4 20177
GUARDIAN WEALTH ADVISORS, LLC / NC 770.13%0.18%0.28%Q1 2022Q3 20237
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 310.00%1.03%1.94%Q1 2016Q4 20227
Liberty Capital Management, Inc. 770.05%0.10%0.37%Q2 2016Q4 20177
TERRIL BROTHERS, INC. 770.60%0.85%1.28%Q4 2014Q2 20167
Cyrus J. Lawrence, LLC 770.00%0.02%0.05%Q1 2022Q3 20237
Athena Investment Management 770.17%0.19%0.21%Q1 2022Q3 20237
Schubert & Co 770.19%0.25%0.32%Q4 2021Q2 20237
VeraBank, N.A. 770.08%0.11%0.13%Q4 2021Q2 20237
Employers Holdings, Inc. 770.42%0.46%0.52%Q3 2019Q1 20217
OSSIAM 610.02%0.08%0.31%Q4 2018Q4 20207
Keel Point, LLC 410.03%0.53%0.98%Q1 2016Q3 20237
Beacon Capital Management, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Weiss Multi-Strategy Advisers LLC 430.10%0.48%1.12%Q1 2017Q3 20207
Nelson Capital Management, LLC 610.01%0.01%0.01%Q4 2016Q3 20197
Koss-Olinger Consulting, LLC 410.03%0.04%0.05%Q1 2021Q3 20237
Edge Advisors, LLC 770.05%0.08%0.10%Q4 2016Q2 20187
Waterfront Wealth Inc. 770.11%0.18%0.25%Q1 2022Q3 20237
ZEVIN ASSET MANAGEMENT LLC 610.05%0.08%0.10%Q2 2018Q2 20227
WBI INVESTMENTS, LLC 410.02%0.28%0.48%Q1 2017Q1 20237
Zhang Financial LLC 770.04%0.04%0.06%Q1 2022Q3 20237
KEMPNER CAPITAL MANAGEMENT INC. 770.11%0.17%0.20%Q3 2015Q1 20177
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
Ethic Inc. 770.04%0.07%0.11%Q1 2022Q3 20237
Rudd International, Inc. 770.81%1.02%1.11%Q4 2018Q2 20207
TCF National Bank 770.12%0.12%0.14%Q3 2019Q1 20217
Savior LLC 770.01%0.01%0.02%Q4 2019Q2 20217
Madrona Financial Services, LLC 770.09%0.12%0.14%Q4 2021Q2 20237
Aveo Capital Partners, LLC 310.03%0.04%0.09%Q4 2016Q2 20237
Graypoint LLC 770.02%0.04%0.05%Q1 2022Q3 20237
COUNTRY CLUB BANK /GFN 770.07%0.08%0.08%Q1 2022Q3 20237
abrdn Investment Management Ltd 770.00%0.01%0.01%Q2 2013Q4 20147
ABSHER WEALTH MANAGEMENT, LLC 770.04%0.07%0.09%Q4 2019Q2 20217
Dominick & Dominick LLC 770.59%0.80%0.95%Q2 2013Q4 20147
Dynamic Capital Management Ltd 310.08%0.34%0.85%Q3 2013Q3 20187
British Airways Pensions Investment Management Ltd 770.94%1.13%1.27%Q3 2015Q1 20177
Capital International Investors 520.04%0.21%0.35%Q1 2016Q3 20237
NorthCoast Asset Management LLC 770.01%0.01%0.02%Q1 2020Q3 20217
SATOVSKY ASSET MANAGEMENT LLC 770.07%0.10%0.14%Q1 2022Q3 20237
AMF Tjanstepension AB 770.07%0.09%0.10%Q2 2016Q4 20177
Bank of New Hampshire 770.04%0.05%0.07%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.01%0.02%0.02%Q4 2020Q2 20227
Vise Technologies, Inc. 770.06%0.10%0.13%Q1 2022Q3 20237
Gilman Hill Asset Management, LLC 520.09%0.11%0.14%Q2 2016Q2 20187
Disciplined Investments, LLC 770.00%0.01%0.02%Q4 2021Q2 20237
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.07%0.24%Q1 2015Q3 20227
Bellwether Advisors, LLC 770.00%0.15%0.72%Q3 2021Q1 20237
Rockbridge Investment Management, LCC 770.01%0.01%0.03%Q2 2020Q4 20217
Atria Wealth Solutions, Inc. 770.04%0.07%0.08%Q1 2022Q3 20237
Eastover Investment Advisors LLC 770.19%0.23%0.37%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.16%0.19%0.21%Q1 2022Q3 20237
Nebula Capital Management, LP 771.33%4.37%9.47%Q2 2013Q4 20147
Founders Financial Alliance, LLC 510.06%0.13%0.18%Q3 2020Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.03%0.07%Q1 2021Q4 20227
Journey Advisory Group, LLC 770.06%0.10%0.17%Q1 2022Q3 20237
Wellington Shields Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Kingfisher Capital LLC 520.06%0.10%0.13%Q4 2021Q3 20237
ICA Group Wealth Management, LLC 770.09%0.34%0.80%Q1 2022Q3 20237
VISTA CAPITAL PARTNERS, INC. 770.08%0.09%0.10%Q1 2022Q3 20237
NCM CAPITAL MANAGEMENT GROUP INC 770.25%0.92%2.03%Q2 2013Q4 20147
CCM INVESTMENT ADVISERS LLC 770.62%1.75%2.42%Q1 2022Q3 20237
LNZ Capital LP 411.10%8.91%31.47%Q4 2015Q3 20207
GOODWIN DANIEL L 770.09%0.17%0.21%Q1 2022Q3 20237
CETERA INVESTMENT MANAGEMENT LLC 770.54%0.67%0.75%Q4 2015Q2 20177
Johnson Midwest Financial, LLC 660.02%0.06%0.10%Q2 2022Q3 20236
Westend Capital Management, LLC 510.02%0.31%0.56%Q2 2013Q4 20156
STONEBRIDGE CAPITAL MANAGEMENT INC 660.19%0.50%0.74%Q2 2013Q3 20146
Caption Management, LLC 210.01%0.14%0.48%Q3 2018Q2 20216
Cornerstone Financial Partners, LLC 510.07%0.10%0.18%Q4 2015Q4 20176
BURNHAM ASSET MANAGEMENT CORP /NY/ 330.06%0.06%0.08%Q2 2013Q2 20166
PFS Partners, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
RETIREMENT INCOME SOLUTIONS, INC 420.07%0.09%0.11%Q3 2019Q3 20236
BFSG, LLC 660.44%0.62%0.76%Q1 2017Q2 20186
Freedman Financial Associates, Inc. 660.15%0.16%0.18%Q4 2020Q1 20226
FIRST NEW YORK SECURITIES LLC /NY 510.00%0.03%0.10%Q3 2014Q2 20166
Bluefin Trading, LLC 210.01%0.05%0.17%Q4 2013Q4 20196
Lafayette Investments 660.07%0.07%0.08%Q2 2021Q3 20226
Atlas Private Wealth Management 660.00%0.02%0.03%Q4 2019Q1 20216
BHK Investment Advisors, LLC 660.16%0.29%0.46%Q3 2018Q4 20196
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 330.12%0.18%0.25%Q2 2017Q3 20206
WHITENER CAPITAL MANAGEMENT, INC. 510.03%0.05%0.06%Q1 2018Q3 20196
VILLERE ST DENIS J & CO LLC 660.02%0.02%0.03%Q2 2013Q3 20146
Corsicana & Co. 660.08%0.11%0.17%Q2 2021Q3 20226
Stifel Trust Company, N.A. 660.01%0.02%0.04%Q2 2013Q3 20146
Caprock Group, LLC 420.02%0.07%0.09%Q1 2020Q3 20236
Ferris Capital, LLC 510.00%0.01%0.02%Q2 2017Q1 20196
Virtus ETF Advisers LLC 410.00%0.03%0.11%Q4 2015Q1 20206
Ally Financial Inc. 220.17%0.33%0.56%Q2 2015Q2 20186
GAM SYSTEMATIC LLP 420.01%0.12%0.22%Q4 2014Q4 20166
Golden State Wealth Management, LLC 330.01%0.05%0.17%Q1 2019Q3 20206
A.R.T. Advisors, LLC 210.09%0.37%1.20%Q4 2014Q3 20206
Pensionmark Financial Group, LLC 510.04%0.13%0.18%Q4 2018Q2 20226
Lloyds Banking Group plc 660.04%0.12%0.29%Q2 2013Q3 20146
Fusion Investment Group, LLC 420.03%0.10%0.22%Q4 2013Q3 20156
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.02%0.10%Q2 2021Q2 20236
Blue Trust, Inc. 660.03%0.04%0.04%Q2 2022Q3 20236
SEI TRUST CO 660.01%0.02%0.03%Q2 2013Q3 20146
NBW CAPITAL LLC 420.05%0.06%0.06%Q4 2021Q3 20236
Price Wealth, LLC 310.00%0.00%0.01%Q4 2017Q3 20206
Watchman Group, Inc. 660.20%0.31%0.42%Q4 2019Q1 20216
SHIKIAR ASSET MANAGEMENT INC 660.12%0.25%0.30%Q2 2021Q3 20226
CARLSON CAPITAL L P 410.30%0.53%0.67%Q1 2017Q3 20196
Sunflower Bank, N.A. 660.06%0.07%0.08%Q4 2020Q1 20226
PRING TURNER CAPITAL GROUP INC 510.02%3.15%4.34%Q4 2013Q2 20166
BI Asset Management Fondsmaeglerselskab A/S 660.01%0.03%0.04%Q2 2022Q3 20236
AIA Group Ltd 660.00%0.02%0.05%Q4 2021Q1 20236
Alpha Paradigm Partners, LLC 510.01%0.04%0.05%Q2 2021Q4 20226
Czech National Bank 660.19%0.22%0.24%Q3 2022Q4 20236
Marshall Wace North America L.P. 410.00%0.13%0.26%Q2 2017Q3 20216
Financial Partners Group, Inc 220.04%0.06%0.06%Q4 2020Q1 20236
Gerstein Fisher 510.03%0.04%0.06%Q2 2013Q3 20166
BHF Kleinwort Benson Group S.A. 660.02%0.04%0.06%Q1 2014Q2 20156
1919 Investment Counsel, LLC 660.04%0.05%0.06%Q2 2013Q3 20146
Aurora Investment Counsel 660.18%0.22%0.32%Q2 2013Q3 20146
EAGLE ROCK INVESTMENT COMPANY, LLC 510.04%0.22%0.32%Q1 2022Q3 20236
Hanlon Investment Management, Inc. 660.33%0.40%0.53%Q4 2015Q1 20176
Carroll Investors, Inc 660.22%0.33%0.43%Q4 2021Q1 20236
Pinnacle Wealth Management Advisory Group, LLC 660.04%0.12%0.27%Q2 2022Q3 20236
Forbes Financial Planning, Inc. 660.23%0.31%0.36%Q4 2021Q1 20236
Bellwether Investment Group, LLC 510.64%0.86%1.12%Q2 2016Q4 20176
Autumn Glory Partners, LLC 310.11%0.26%0.36%Q4 2021Q3 20236
Drake & Associates, LLC 660.10%0.13%0.16%Q2 2022Q3 20236
Seven Springs Wealth Group, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
JAMISON EATON & WOOD INC /NJ 510.04%0.07%0.09%Q3 2013Q1 20156
McAdams Wright Ragen, Inc. 660.20%0.23%0.28%Q2 2013Q3 20146
Karp Capital Management Corp 410.00%0.05%0.18%Q4 2014Q3 20226
BEAM WEALTH ADVISORS, INC. 660.25%0.33%0.38%Q2 2022Q3 20236
Airain ltd 420.04%0.27%0.66%Q2 2013Q2 20176
Wealth Quarterback LLC 220.10%0.17%0.22%Q4 2019Q3 20236
INTEGRAL DERIVATIVES, LLC 310.00%0.03%0.07%Q2 2014Q1 20176
GANTZERT INVESTMENT CO LLC /ADV 660.01%0.02%0.03%Q4 2018Q1 20206
PARADIGM ASSET MANAGEMENT CO LLC 660.23%0.31%0.40%Q2 2019Q3 20206
Quad-Cities Investment Group, LLC 660.02%0.03%0.03%Q2 2018Q3 20196
Euclid Advisors LLC 310.04%0.51%0.97%Q2 2013Q2 20166
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.00%0.01%0.02%Q2 2013Q3 20146
Reilly Herbert Faulkner III 661.66%1.81%1.94%Q4 2013Q1 20156
ADVOCATE GROUP LLC 661.51%1.86%2.28%Q2 2022Q3 20236
Sweet Financial Partners, LLC 660.06%0.07%0.08%Q1 2022Q2 20236
Hirtle Callaghan & Co LLC 660.00%0.00%0.00%Q3 2013Q4 20146
Quantinno Capital Management LP 660.04%0.09%0.12%Q2 2022Q3 20236
Samsung Asset Management (New York), Inc. 660.51%0.60%0.66%Q2 2015Q3 20166
Princeton Alpha Management LP 420.11%0.33%0.91%Q2 2014Q1 20176
Alaska Permanent Fund Corp 420.00%0.00%0.00%Q1 2022Q3 20236
LEVIN CAPITAL STRATEGIES, L.P. 660.01%0.01%0.02%Q3 2013Q4 20146
Financial Connections Group, Inc. 660.04%0.06%0.07%Q4 2021Q1 20236
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q4 2017Q3 20236
Azimuth Capital Investment Management LLC 660.08%0.09%0.12%Q2 2022Q3 20236
Personal Wealth Partners 310.00%0.06%0.16%Q2 2019Q2 20216
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.03%0.04%Q2 2022Q3 20236
ARCADIA INVESTMENT MANAGEMENT CORP/MI 420.00%0.01%0.01%Q4 2015Q2 20186
CHICKASAW CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q4 2021Q2 20236
Kernodle & Katon Asset Management Group, LLC 660.11%0.14%0.18%Q4 2015Q1 20176
MADISON INVESTMENT HOLDINGS INC 660.01%0.01%0.01%Q2 2017Q3 20186
KMS FINANCIAL SERVICES, INC 660.12%0.14%0.15%Q2 2013Q3 20146
ZWEIG ADVISERS LLC 660.47%0.64%1.22%Q1 2015Q2 20166
FOSTER & MOTLEY INC 660.05%0.07%0.12%Q1 2016Q2 20176
Golden State Equity Partners 330.14%0.19%0.25%Q3 2021Q3 20236
Coston, McIsaac & Partners 661.54%1.71%2.14%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.07%0.08%0.10%Q2 2013Q3 20146
JMAC ENTERPRISES LLC 660.07%0.10%0.16%Q4 2021Q1 20236
AAFMAA Wealth Management & Trust LLC 660.11%0.20%0.28%Q4 2020Q1 20226
Congress Wealth Management LLC / DE / 310.00%0.01%0.01%Q4 2021Q3 20236
CPWM, LLC 660.05%0.05%0.05%Q1 2016Q2 20176
O'Shares Investment Advisers, LLC 660.43%0.47%0.51%Q4 2018Q1 20206
Virtus Investment Advisers, Inc. 510.01%0.16%0.53%Q3 2016Q3 20226
Madden Advisory Services, Inc. 660.05%0.07%0.10%Q2 2013Q3 20146
Machina Capital S.A.S. 210.26%0.49%1.30%Q4 2018Q3 20236
KAYNE ANDERSON CAPITAL ADVISORS LP 660.08%0.09%0.12%Q2 2013Q3 20146
ARVEST TRUST CO N A 510.02%0.02%0.04%Q2 2013Q2 20236
FLPUTNAM INVESTMENT MANAGEMENT CO 420.01%0.01%0.02%Q1 2022Q3 20236
Wedmont Private Capital 660.06%0.07%0.09%Q2 2022Q3 20236
Flaharty Asset Management, LLC 660.04%0.06%0.08%Q2 2022Q3 20236
Buttonwood Financial Advisors Inc. 660.18%0.21%0.25%Q2 2022Q3 20236
Sterling Manor Financial, LLC 660.16%0.33%0.46%Q4 2021Q1 20236
Vontobel Holding Ltd. 660.00%0.01%0.01%Q4 2020Q1 20226
Portman Square Capital LLP 330.05%0.82%1.72%Q1 2023Q3 20236
Laurel Wealth Planning LLC 660.02%0.02%0.02%Q4 2020Q1 20226
Pinion Investment Advisors, LLC 510.17%0.22%0.30%Q4 2020Q3 20236
CYPRESS CAPITAL MANAGEMENT LLC 660.03%0.04%0.05%Q2 2021Q3 20226
WEBSTERROGERS FINANCIAL ADVISORS, LLC 660.05%0.07%0.13%Q4 2020Q1 20226
J. W. Coons Advisors, LLC 660.19%0.21%0.24%Q1 2020Q2 20216
Worth Asset Management, LLC 660.00%0.02%0.04%Q1 2022Q2 20236
New Millennium Group LLC 660.00%0.01%0.01%Q2 2022Q3 20236
CANTOR FITZGERALD, L. P. 660.05%0.06%0.07%Q2 2022Q3 20236
Redwood Financial Network Corp 660.31%0.34%0.38%Q1 2022Q2 20236
SIT INVESTMENT ASSOCIATES INC 660.15%0.45%0.70%Q3 2016Q4 20176
Signet Investment Advisory Group, Inc. 510.23%0.31%0.35%Q4 2018Q4 20206
Armbruster Capital Management, Inc. 660.00%0.01%0.01%Q4 2015Q1 20176
AIA Investment Management Private Ltd 550.03%0.05%0.09%Q3 2019Q3 20205
Campbell & CO Investment Adviser LLC 210.13%0.54%1.01%Q4 2014Q2 20215
FORA Capital, LLC 210.04%0.28%0.67%Q4 2019Q4 20215
Balboa Wealth Partners 550.23%0.26%0.30%Q3 2022Q3 20235
FORVIS Wealth Advisors, LLC 410.01%0.03%0.06%Q4 2021Q1 20235
ERTS Wealth Advisors, LLC 550.23%0.28%0.31%Q4 2018Q4 20195
SJS Investment Consulting Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
SOUTH GEORGIA CAPITAL, LLC 550.11%0.74%1.87%Q4 2013Q4 20145
Applied Capital LLC 550.25%0.27%0.31%Q1 2021Q1 20225
Harvest Investment Services, LLC 550.20%0.21%0.24%Q4 2018Q4 20195
FIRST HORIZON CORP 410.15%0.40%0.51%Q2 2013Q2 20215
Lake Point Wealth Management 310.00%0.03%0.16%Q4 2018Q2 20225
BB&T INVESTMENT SERVICES, INC. 550.10%0.16%0.27%Q4 2016Q4 20175
HOWARD FINANCIAL SERVICES, LTD. 550.16%0.18%0.19%Q4 2018Q4 20195
RB Capital Management, LLC 550.11%0.12%0.13%Q3 2022Q3 20235
Harfst & Associates, Inc. 320.00%0.04%0.07%Q2 2015Q2 20175
WestEnd Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.14%0.20%0.23%Q3 2022Q3 20235
Waverton Investment Management Ltd 550.02%0.04%0.05%Q4 2017Q4 20185
PRENTISS SMITH & CO INC 320.01%0.02%0.03%Q3 2015Q2 20185
Westchester Capital Management, Inc. 550.00%0.01%0.01%Q1 2020Q1 20215
NORTHWEST WEALTH MANAGEMENT, LLC 550.05%0.05%0.06%Q1 2018Q1 20195
Daniel Devine & Co 550.45%0.54%0.59%Q4 2014Q4 20155
Kaizen Advisory, LLC 550.03%0.05%0.09%Q4 2017Q4 20185
MANA Advisors LLC 310.28%0.91%2.20%Q4 2017Q2 20205
OneAscent Financial Services LLC 410.40%0.65%0.97%Q2 2019Q3 20205
Meridian Wealth Partners, LLC 320.00%0.01%0.02%Q4 2019Q1 20215
Wilmington Trust Investment Management, LLC 550.07%0.13%0.17%Q2 2013Q2 20145
Matrix Trust Co 550.08%0.28%0.39%Q2 2022Q2 20235
Ironsides Asset Advisors, LLC 550.10%0.11%0.11%Q3 2022Q3 20235
tru Independence LLC 550.00%0.04%0.06%Q4 2019Q4 20205
WEDGE CAPITAL MANAGEMENT L L P/NC 550.10%0.13%0.15%Q2 2018Q2 20195
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Charles Schwab Trust Co 410.04%0.06%0.08%Q1 2021Q4 20225
MAVERICK CAPITAL LTD 210.01%0.02%0.04%Q2 2020Q3 20235
Cerebellum GP, LLC 550.16%0.27%0.30%Q3 2018Q3 20195
Fiduciary Planning LLC 550.01%1.74%2.48%Q1 2020Q1 20215
Strategic Asset Management, LLC 550.03%0.03%0.04%Q3 2021Q3 20225
Blueprint Investment Partners LLC 550.05%0.07%0.11%Q3 2021Q3 20225
True Link Financial Advisors, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
J.Safra Asset Management Corp 320.02%0.23%0.55%Q4 2015Q2 20225
VERUS CAPITAL PARTNERS, LLC 320.01%0.03%0.04%Q4 2019Q2 20235
Argent Advisors, Inc. 210.11%0.31%0.77%Q4 2019Q3 20235
Investors Research Corp 550.47%0.51%0.58%Q1 2018Q1 20195
Morton Brown Family Wealth, LLC 320.00%0.01%0.01%Q2 2022Q3 20235
Frontier Asset Management, LLC 410.11%0.19%0.45%Q2 2022Q3 20235
Clarus Wealth Advisors 550.00%0.04%0.07%Q2 2018Q2 20195
Elite Wealth Management, Inc. 410.01%0.19%0.91%Q3 2013Q4 20145
LILLEY & CO 550.20%0.33%0.45%Q2 2013Q2 20145
LexAurum Advisors, LLC 550.06%0.07%0.08%Q4 2021Q4 20225
Ergoteles LLC 210.04%0.39%1.46%Q4 2020Q1 20235
CERTUITY, LLC 550.11%0.16%0.22%Q1 2021Q1 20225
First International Bank & Trust 550.11%0.14%0.16%Q4 2021Q4 20225
Delos Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Compass Wealth Management LLC 550.02%0.03%0.03%Q4 2022Q4 20235
AXS Investments LLC 410.00%0.03%0.09%Q3 2021Q3 20235
BARRETT & COMPANY, INC. 550.00%0.02%0.04%Q3 2022Q3 20235
Daiwa SB Investments Ltd. 550.18%0.21%0.26%Q4 2014Q4 20155
Polar Asset Management Partners Inc. 110.00%0.05%0.20%Q3 2020Q1 20235
OXFORD ASSET MANAGEMENT LLP 550.04%0.14%0.22%Q3 2018Q3 20195
Sterneck Capital Management, LLC 320.12%0.13%0.17%Q2 2013Q3 20145
Investment Research & Advisory Group, Inc. 410.01%0.02%0.06%Q4 2019Q2 20225
ATALANTA SOSNOFF CAPITAL, LLC 550.02%0.50%0.71%Q1 2016Q1 20175
CFS, LLC 550.00%0.00%0.01%Q3 2013Q3 20145
Sather Financial Group Inc 550.09%0.11%0.12%Q2 2017Q2 20185
Partnervest Advisory Services LLC 550.02%0.04%0.06%Q2 2013Q2 20145
AllGen Financial Advisors, Inc. 410.21%0.51%1.02%Q3 2021Q4 20225
Wilmington Trust, National Association 550.34%0.37%0.40%Q2 2013Q2 20145
Menard Financial Group LLC 410.26%0.39%0.80%Q4 2019Q1 20215
Tredje AP-fonden 410.00%0.00%0.00%Q4 2016Q4 20195
ANCORA FAMILY WEALTH ADVISORS, LLC 550.21%0.28%0.35%Q3 2015Q3 20165
Harvest Fund Management Co., Ltd 320.00%0.00%0.01%Q4 2019Q4 20225
Capula Management Ltd 110.00%0.03%0.10%Q2 2021Q1 20235
Industrial Alliance Investment Management Inc. 550.01%0.01%0.02%Q4 2021Q4 20225
OAK FAMILY ADVISORS, LLC 550.11%0.14%0.16%Q3 2022Q3 20235
Sowa Financial Group, Inc. 550.02%0.02%0.02%Q4 2019Q4 20205
SPECTRUM ADVISORY SERVICES INC 550.08%0.09%0.10%Q2 2013Q2 20145
Mondrian Investment Partners LTD 550.00%0.00%0.00%Q4 2018Q4 20195
DENALI ADVISORS LLC 550.14%0.29%0.50%Q1 2021Q1 20225
U.S. Capital Wealth Advisors, LLC 310.02%0.24%0.37%Q3 2021Q2 20235
C M BIDWELL & ASSOCIATES LTD 410.00%0.00%0.00%Q3 2020Q1 20225
Crescent Capital Consulting, LLC 550.00%0.02%0.04%Q4 2020Q4 20215
Auxano Advisors, LLC 550.14%0.15%0.17%Q3 2022Q3 20235
JFB Holdings Corp 550.01%0.80%2.20%Q4 2013Q4 20145
Intellectus Partners, LLC 550.01%0.03%0.04%Q4 2016Q4 20175
Wilmington Funds Management Corp 550.05%0.16%0.27%Q2 2013Q2 20145
MPS Loria Financial Planners, LLC 410.03%0.06%0.10%Q2 2017Q1 20215
OCCUDO QUANTITATIVE STRATEGIES LP 210.10%0.17%0.22%Q1 2021Q4 20225
ICON ADVISERS INC/CO 410.07%0.17%0.30%Q2 2013Q4 20185
Cognios Capital, LLC 310.11%0.61%0.79%Q2 2014Q3 20195
VALLEY NATIONAL BANCORP 550.02%0.03%0.04%Q4 2013Q4 20145
OAKWOOD CAPITAL MANAGEMENT LLC/CA 410.06%0.72%0.99%Q4 2014Q2 20175
FinTrust Investment Advisory Services, LLC 320.54%0.65%0.78%Q2 2013Q1 20185
Colonial Trust Co / SC 550.03%0.04%0.05%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.12%0.18%0.22%Q3 2022Q3 20235
Clear Perspectives Financial Planning, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Patrick Mauro Investment Advisor, INC. 551.88%2.23%2.85%Q3 2022Q3 20235
Heritage Way Advisors, LLC 550.87%1.35%1.67%Q4 2016Q4 20175
SELDON CAPITAL LP 550.03%0.04%0.05%Q4 2021Q4 20225
Invst, LLC 550.08%0.11%0.14%Q4 2021Q4 20225
Pine River Capital Management L.P. 550.00%0.03%0.08%Q1 2014Q1 20155
Altus Wealth Group LLC 410.02%0.20%0.28%Q4 2020Q3 20235
Jupiter Investment Management Ltd 210.01%0.12%0.35%Q2 2013Q2 20205
Gupta Wealth Management LLC 550.01%0.01%0.01%Q1 2015Q1 20165
WILKINS INVESTMENT COUNSEL INC 320.05%0.05%0.06%Q1 2022Q2 20235
US FINANCIAL ADVISORS, LLC 320.00%0.02%0.04%Q4 2014Q1 20165
Park Avenue Institutional Advisers LLC 550.21%0.24%0.26%Q2 2015Q2 20165
Delphi Private Advisors LLC 550.01%0.06%0.24%Q4 2015Q4 20165
Welch Investments, LLC 553.44%3.65%3.85%Q4 2016Q4 20175
Center For Asset Management LLC 550.16%0.60%0.77%Q1 2022Q1 20235
Greystone Financial Group, LLC 551.62%1.82%2.16%Q1 2021Q1 20225
Ellevest, Inc. 410.00%0.00%0.01%Q1 2019Q2 20205
HWG Holdings LP 310.00%0.21%0.34%Q2 2018Q2 20205
Capstone Financial Advisors, Inc. 550.02%0.02%0.02%Q3 2021Q3 20225
Absolute Return Capital, LLC 550.10%0.28%0.38%Q2 2013Q2 20145
CoreCap Advisors, LLC 550.02%0.03%0.04%Q4 2021Q4 20225
Glassy Mountain Advisors, Inc. 310.10%0.48%0.68%Q4 2021Q2 20235
TOWNSQUARE CAPITAL LLC 410.01%0.01%0.02%Q1 2019Q3 20235
ORBIS HOLDINGS LTD 550.03%0.05%0.07%Q1 2014Q1 20155
Apexium Financial, LP 550.02%0.02%0.03%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.01%0.02%0.02%Q4 2021Q3 20235
Spartan Planning & Wealth Management 410.00%0.04%0.06%Q1 2022Q3 20235
Axiom Investment Management LLC 310.07%0.19%0.61%Q4 2018Q3 20225
Ballentine Partners, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.06%0.07%0.09%Q4 2018Q4 20195
WILMINGTON TRUST CO 550.15%0.17%0.21%Q2 2013Q2 20145
Tradewinds, LLC. 320.25%0.29%0.32%Q2 2022Q3 20235
Hall Private Wealth Advisors 410.93%1.57%2.27%Q4 2020Q1 20225
Outlook Wealth Advisors, LLC 550.12%0.33%0.44%Q4 2018Q4 20195
M&G INVESTMENT MANAGEMENT LTD 210.00%0.01%0.02%Q4 2019Q3 20235
FDO Partners, LLC 310.10%0.34%0.60%Q4 2015Q2 20175
Atlas Private Wealth Advisors 310.00%0.00%0.01%Q2 2020Q3 20214
Moran Wealth Management, LLC 440.52%0.57%0.58%Q4 2022Q3 20234
Fidelis Capital Partners, LLC 440.18%0.23%0.32%Q4 2022Q3 20234
Weatherstone Capital Management 210.12%0.15%0.19%Q4 2014Q4 20164
Register Financial Advisors LLC 440.20%0.28%0.38%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
Catalyst Capital Advisors LLC 210.00%0.38%0.83%Q4 2013Q1 20164
VIAWEALTH, LLC 440.54%0.61%0.67%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
HITE Hedge Asset Management LLC 210.98%1.87%2.87%Q4 2020Q3 20234
Diligent Investors, LLC 440.12%0.13%0.13%Q4 2022Q3 20234
DECADE RENEWABLE PARTNERS LP 442.11%3.27%4.11%Q4 2022Q3 20234
Next Capital Management LLC 440.04%0.05%0.05%Q4 2018Q3 20194
SMITHBRIDGE ASSET MANAGEMENT INC/DE 310.16%0.20%0.23%Q1 2013Q4 20144
Minot Wealth Management LLC 440.06%0.07%0.08%Q3 2021Q2 20224
Advisor Resource Council 110.05%0.06%0.08%Q2 2021Q1 20234
LOUNTZIS ASSET MANAGEMENT, LLC 440.04%0.04%0.04%Q4 2020Q3 20214
Gryphon Financial Partners LLC 310.00%0.02%0.04%Q4 2017Q4 20224
Greenland Capital Management LP 210.28%0.47%0.57%Q4 2022Q3 20234
Phillips Wealth Planners LLC 440.31%0.34%0.41%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
New Hampshire Trust 440.06%0.07%0.07%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Live Oak Investment Partners 440.63%0.67%0.71%Q4 2022Q3 20234
Nova R Wealth, Inc. 220.14%0.15%0.18%Q1 2022Q2 20234
Charles Carroll Financial Partners, LLC 440.25%0.39%0.53%Q1 2022Q4 20224
CEDAR HILL ASSOCIATES, LLC 440.06%0.07%0.07%Q3 2017Q2 20184
BEACON INVESTMENT ADVISORS LLC 440.32%0.36%0.41%Q4 2022Q3 20234
Bigelow Investment Advisors, LLC 440.16%0.18%0.20%Q1 2018Q4 20184
AGF MANAGEMENT LTD 440.08%0.09%0.10%Q4 2022Q3 20234
Family Asset Management, LLC 440.17%0.19%0.22%Q4 2022Q3 20234
NUANCE INVESTMENTS, LLC 210.08%0.31%0.87%Q4 2013Q4 20164
Linden Thomas Advisory Services, LLC 440.33%0.37%0.41%Q4 2022Q3 20234
Soros Fund Management 210.04%0.08%0.13%Q2 2018Q3 20234
LMG Wealth Partners, LLC 440.08%0.22%0.29%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.02%0.02%0.02%Q4 2020Q3 20214
Park Place Capital Corp 440.25%0.28%0.32%Q4 2022Q3 20234
Waterford Advisors, LLC 440.12%0.13%0.15%Q4 2022Q3 20234
BOS Asset Management, LLC 440.29%0.34%0.37%Q4 2022Q3 20234
America First Investment Advisors, LLC 440.00%0.00%0.00%Q3 2013Q2 20144
Orion Capital Management LLC 310.00%0.01%0.01%Q3 2022Q3 20234
RIA Advisory Group LLC 440.39%0.43%0.48%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Franklin, Parlapiano, Turner & Welch, LLC 440.04%0.04%0.05%Q2 2016Q1 20174
HARBOR CAPITAL ADVISORS, INC. 440.29%0.33%0.43%Q1 2023Q4 20234
DAYMARK WEALTH PARTNERS, LLC 440.04%0.09%0.14%Q4 2022Q3 20234
55I, LLC 440.01%0.01%0.02%Q4 2021Q3 20224
PYA Waltman Capital, LLC 440.10%0.10%0.11%Q4 2021Q3 20224
Jump Financial, LLC 210.02%0.09%0.27%Q2 2021Q3 20234
FourThought Financial Partners, LLC 440.10%0.19%0.27%Q4 2022Q3 20234
361 CAPITAL LLC 310.30%0.38%0.46%Q1 2016Q2 20204
INNOVIS ASSET MANAGEMENT LLC 440.10%0.11%0.13%Q4 2022Q3 20234
Horizon Investment Services, LLC 440.36%0.40%0.50%Q4 2019Q3 20204
PacWest Financial Management Inc 440.84%0.91%0.95%Q1 2016Q4 20164
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.03%0.05%0.12%Q2 2022Q3 20234
PayPay Securities Corp 440.09%0.16%0.25%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.03%0.06%0.14%Q4 2022Q3 20234
USA FINANCIAL FORMULAS 310.00%0.00%0.00%Q3 2022Q3 20234
Family Management Corp 310.13%0.29%0.36%Q4 2018Q3 20234
NATIONAL INVESTMENT SERVICES INC /WI 440.66%0.71%0.78%Q2 2013Q1 20144
Smith & Howard Wealth Management, LLC 310.03%0.06%0.13%Q2 2013Q4 20184
Wiser Wealth Management, Inc 310.09%0.19%0.25%Q4 2020Q3 20234
Bryn Mawr Capital Management, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Crabel Capital Management, LLC 440.22%0.26%0.30%Q1 2019Q4 20194
Greenfield Savings Bank 440.14%0.15%0.17%Q1 2023Q4 20234
RFP Financial Group LLC 440.60%0.70%0.83%Q4 2022Q3 20234
DELTA CAPITAL MANAGEMENT LLC 440.15%0.16%0.17%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Kapstone Financial Advisors LLC 440.34%0.36%0.38%Q4 2022Q3 20234
McAdam, LLC 310.02%0.02%0.04%Q1 2018Q4 20204
Roof Eidam Maycock Peralta, LLC 440.25%0.64%0.86%Q1 2016Q4 20164
Fee-Only Financial Planning, L.C. 440.32%0.34%0.37%Q4 2022Q3 20234
MILLER HOWARD INVESTMENTS INC /NY 440.06%0.08%0.10%Q4 2022Q3 20234
WD RUTHERFORD LLC 440.01%0.01%0.01%Q4 2020Q3 20214
HM Capital Management, LLC 440.12%0.36%0.55%Q4 2021Q3 20224
Cooperatieve Rabobank U.A. 440.22%0.29%0.35%Q2 2013Q1 20144
BlueCrest Capital Management Ltd 220.01%0.04%0.08%Q2 2018Q4 20214
Windsor Capital Management, LLC 310.02%0.05%0.06%Q2 2013Q3 20154
Baader Bank Aktiengesellschaft 440.07%0.09%0.10%Q4 2021Q3 20224
Regal Wealth Group, Inc. 440.01%0.01%0.01%Q2 2020Q1 20214
Lebenthal Asset Management, LLC 440.32%0.33%0.35%Q2 2016Q1 20174
Coppell Advisory Solutions LLC 440.03%0.04%0.09%Q4 2022Q3 20234
Diversified, LLC 440.47%0.58%0.70%Q4 2022Q3 20234
H. L. Ormond & Company, LLC 440.93%1.13%1.32%Q4 2021Q3 20224
BRADY FAMILY WEALTH, LLC 440.16%0.18%0.20%Q4 2022Q3 20234
Beta Wealth Group, Inc. 440.20%0.22%0.23%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.04%0.05%0.06%Q4 2022Q3 20234
JONES ROAD CAPITAL MANAGEMENT, L.P. 440.67%0.96%1.48%Q4 2020Q3 20214
Phoenix Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
Timber Hill LLC 310.01%0.13%0.49%Q1 2015Q2 20184
Cyndeo Wealth Partners, LLC 440.03%0.23%0.43%Q4 2022Q3 20234
Integris Wealth Management, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
PERRITT CAPITAL MANAGEMENT INC 440.02%0.02%0.02%Q4 2022Q3 20234
Accredited Investors Inc. 440.02%0.03%0.04%Q4 2022Q3 20234
Gyrus Investment Management Inc. 440.78%0.87%0.98%Q2 2013Q1 20144
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.03%0.07%0.13%Q4 2016Q3 20234
Quintet Private Bank (Europe) S.A. 310.01%0.01%0.01%Q2 2022Q3 20234
Beacon Capital Management, Inc. 310.00%0.00%0.00%Q1 2017Q3 20184
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Corient Private Wealth LLC 440.05%0.05%0.06%Q4 2022Q3 20234
EII CAPITAL MANAGEMENT, INC. 440.04%0.04%0.04%Q1 2018Q4 20184
MAPLE SECURITIES USA INC 210.02%0.03%0.04%Q2 2013Q1 20154
Nalls Sherbakoff Group, LLC 310.16%0.18%0.20%Q4 2018Q3 20234
KENNEDY INVESTMENT GROUP 440.32%0.33%0.34%Q4 2022Q3 20234
Meristem Family Wealth, LLC 440.04%0.04%0.06%Q2 2021Q1 20224
Key Client Fiduciary Advisors, LLC 440.25%0.27%0.29%Q4 2022Q3 20234
LOCKERMAN FINANCIAL GROUP, INC. 440.80%0.89%1.08%Q4 2021Q3 20224
Yellowstone Partners, LLC 310.12%0.13%0.14%Q4 2013Q4 20144
Capital International, Inc./CA/ 220.15%0.25%0.34%Q4 2016Q3 20234
Sterling Financial Planning, Inc. 440.02%0.03%0.03%Q4 2020Q3 20214
LEVEL FOUR FINANCIAL, LLC 440.86%0.94%1.04%Q4 2020Q3 20214
Financial Avengers, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Wealthstar Advisors, LLC 310.12%0.14%0.16%Q2 2019Q1 20234
Empowered Funds, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Second Half Financial Partners, LLC 440.07%0.13%0.16%Q4 2022Q3 20234
Elkhorn Investments, LLC 440.96%1.00%1.05%Q1 2017Q4 20174
Kelman-Lazarov, Inc. 440.01%0.02%0.03%Q1 2016Q4 20164
Meeder Advisory Services, Inc. 440.11%0.12%0.15%Q4 2022Q3 20234
Ardent Capital Management, Inc. 440.14%0.17%0.21%Q4 2022Q3 20234
First County Bank /CT/ 441.14%1.36%1.50%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Ford Financial Group, LLC 210.01%0.09%0.18%Q1 2020Q4 20214
CHARTWELL INVESTMENT PARTNERS, LLC 310.25%0.27%0.30%Q3 2021Q1 20234
Capital World Investors 220.05%0.06%0.07%Q4 2013Q1 20174
Echo Street Capital Management LLC 210.00%0.00%0.01%Q1 2021Q2 20234
Bleakley Financial Group, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.09%0.10%0.12%Q4 2022Q3 20234
BTG Pactual Global Asset Management Ltd 110.05%0.27%0.67%Q1 2014Q3 20234
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.01%0.02%Q3 2019Q3 20224
OAK HILL WEALTH ADVISORS, LLC 440.13%0.16%0.18%Q4 2022Q3 20234
Mork Capital Management, LLC 440.66%0.78%0.89%Q4 2017Q3 20184
Prosperity Financial Group, Inc. 440.32%0.40%0.47%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Essex Private Wealth Management, LLC 310.20%0.21%0.22%Q4 2019Q2 20214
Spectrum Financial Alliance Ltd LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Ruedi Wealth Management, Inc. 440.05%0.06%0.07%Q4 2022Q3 20234
DUALITY ADVISERS, LP 220.06%0.34%0.71%Q2 2021Q2 20224
Breakwater Capital Group 440.10%0.14%0.18%Q4 2022Q3 20234
Goodwin Investment Advisory 210.01%0.03%0.08%Q4 2020Q4 20224
Biltmore Capital Advisors LLC 440.09%0.10%0.11%Q1 2021Q4 20214
PDT Partners, LLC 210.05%0.32%0.60%Q2 2013Q3 20154
First Command Advisory Services, Inc. 210.00%0.00%0.01%Q4 2017Q3 20234
Blackstart Capital LP 212.42%4.94%7.44%Q1 2017Q3 20194
INSIGNEO ADVISORY SERVICES, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
F&C Asset Management plc 440.03%0.03%0.04%Q2 2013Q1 20144
Syntegra Private Wealth Group, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
OLD MISSION CAPITAL LLC 210.01%0.11%0.35%Q1 2020Q1 20234
SPOT TRADING L.L.C. 220.00%0.02%0.03%Q2 2017Q3 20174
Indices-Pac Research Corp. 440.19%0.28%0.39%Q2 2013Q1 20144
Comprehensive Financial Consultants Institutional, Inc. 310.10%0.12%0.14%Q4 2021Q2 20234
MOORE CAPITAL MANAGEMENT, LP 220.01%0.10%0.28%Q2 2015Q3 20164
Davis Investment Partners, LLC 440.17%0.18%0.19%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.03%0.03%0.03%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
Costello Asset Management, INC 440.00%0.00%0.00%Q2 2020Q1 20214
First Farmers & Merchants Bank / Trust 440.56%0.69%0.83%Q4 2021Q3 20224
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.08%0.10%0.14%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.08%0.10%0.11%Q4 2022Q3 20234
Filbrandt Wealth Management, LLC 310.00%0.01%0.01%Q4 2019Q3 20214
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.40%0.47%0.56%Q1 2019Q4 20194
DFPG INVESTMENTS, LLC 440.04%0.06%0.09%Q4 2022Q3 20234
PITTENGER & ANDERSON INC 210.00%0.02%0.08%Q2 2013Q3 20174
STRATEGIC CAPITAL ADVISERS, INC. 440.16%0.17%0.19%Q3 2021Q2 20224
Psagot Value Holdings Ltd. 220.00%0.00%0.01%Q4 2016Q4 20184
JUPITER ASSET MANAGEMENT LTD 220.01%0.03%0.06%Q1 2021Q3 20224
Sanctuary Wealth Management, L.L.C. 210.03%0.04%0.04%Q1 2010Q3 20234
Capstone Financial Group, Inc. 440.13%0.15%0.18%Q4 2019Q3 20204
Waratah Capital Advisors Ltd. 440.01%0.02%0.02%Q4 2020Q3 20214
Tevis Investment Management 440.14%0.15%0.16%Q4 2021Q3 20224
GQ Asset Management, LLC 440.27%0.45%0.79%Q1 2019Q4 20194
Level Financial Advisors, Inc. 440.01%0.01%0.01%Q4 2021Q3 20224
Trinity Financial Advisors LLC 310.27%0.35%0.53%Q3 2022Q3 20234
BUILDER INVESTMENT GROUP INC /ADV 440.17%0.20%0.25%Q4 2022Q3 20234
Truadvice, LLC 440.06%0.09%0.12%Q3 2020Q2 20214
Hoover Financial Advisors, Inc. 310.02%0.02%0.03%Q2 2020Q2 20214
Elequin Capital, LP 220.01%0.01%0.02%Q1 2022Q3 20234
Slocum, Gordon & Co LLP 440.05%0.05%0.06%Q4 2022Q3 20234
STAR Financial Bank 440.38%0.41%0.44%Q4 2022Q3 20234
Capstone Triton Financial Group, LLC 210.11%0.21%0.42%Q4 2020Q2 20234
Windle Wealth, LLC 444.24%4.37%4.56%Q4 2022Q3 20234
Horan Capital Advisors, LLC. 210.01%0.01%0.01%Q1 2019Q3 20204
LEO BROKERAGE, LLC 220.05%0.12%0.23%Q1 2022Q2 20234
GEM Asset Management, LLC 440.20%0.21%0.23%Q4 2022Q3 20234
Castleton Investment Management LLC 113.12%5.10%6.91%Q1 2016Q1 20194
HF Advisory Group, LLC 441.03%1.08%1.13%Q4 2022Q3 20234
COLTON GROOME FINANCIAL ADVISORS, LLC 440.12%0.12%0.12%Q1 2022Q4 20224
Icon Wealth Partners, LLC 110.01%0.03%0.04%Q4 2017Q1 20234
ALETHEA CAPITAL MANAGEMENT, LLC 110.35%1.53%2.84%Q2 2016Q3 20234
TORRAY INVESTMENT PARTNERS LLC 330.03%0.04%0.04%Q2 2016Q4 20163
Brookfield Asset Management 210.00%0.01%0.01%Q2 2013Q1 20233
FCG ADVISORS, LLC 330.06%0.07%0.07%Q2 2019Q4 20193
MORGENS WATERFALL VINTIADIS & CO INC 110.34%0.46%0.55%Q2 2013Q4 20183
FOSTER DYKEMA CABOT & CO INC/MA 330.02%0.02%0.02%Q1 2023Q3 20233
SPIRIT OF AMERICA MANAGEMENT CORP/NY 330.03%0.03%0.04%Q1 2023Q3 20233
COMMUNITY TRUST & INVESTMENT CO 210.02%0.03%0.03%Q3 2019Q4 20203
WEXFORD CAPITAL LP 110.02%0.22%0.61%Q4 2021Q3 20233
INVESTMENT PARTNERS, LTD. 110.17%0.22%0.24%Q1 2016Q3 20223
WRIGHT INVESTORS SERVICE INC 330.25%0.34%0.51%Q1 2023Q3 20233
SAWGRASS ASSET MANAGEMENT LLC 330.01%0.02%0.02%Q2 2016Q4 20163
MARIETTA INVESTMENT PARTNERS LLC 330.15%0.17%0.21%Q3 2019Q1 20203
QCM Cayman, Ltd. 110.16%0.83%1.40%Q1 2016Q3 20183
PRINCETON CAPITAL MANAGEMENT LLC 330.03%0.03%0.03%Q1 2018Q3 20183
Perkins Investment Management, LLC 330.04%0.05%0.06%Q2 2014Q4 20143
TORTOISE CAPITAL ADVISORS, L.L.C. 210.00%0.07%0.10%Q2 2013Q3 20233
American Trust Investment Advisors, LLC 210.10%0.69%1.86%Q4 2021Q3 20233
Guild Investment Management, Inc. 210.78%2.18%3.69%Q2 2015Q3 20203
Virtus Fund Advisers, LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Stux Capital Management, LLC 210.18%0.21%0.22%Q2 2013Q2 20143
Aris Wealth Services, Inc. 330.01%0.01%0.01%Q1 2015Q3 20153
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Indiana Trust & Investment Management CO 210.06%0.07%0.08%Q3 2013Q3 20233
Financial Gravity Companies, Inc. 210.02%0.02%0.02%Q4 2017Q4 20183
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20233
Winton Capital Management Ltd 330.07%0.18%0.27%Q2 2013Q4 20133
First Allied Asset Management, Inc. 210.44%0.72%0.91%Q1 2014Q1 20153
Narwhal Capital Management 330.10%0.19%0.26%Q3 2013Q1 20143
Freestone Capital Holdings, LLC 210.00%0.02%0.04%Q2 2014Q4 20203
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.31%0.86%1.78%Q4 2014Q4 20163
DRW Securities, LLC 110.01%0.04%0.07%Q4 2017Q2 20213
Asset Allocation & Management Company, LLC 210.13%0.14%0.14%Q4 2019Q2 20213
Carlton Hofferkamp & Jenks Wealth Management, LLC 210.19%0.32%0.59%Q2 2013Q2 20193
Orbitronix, LP 330.18%0.32%0.46%Q1 2014Q3 20143
Zweig-DiMenna Associates LLC 330.08%0.13%0.17%Q2 2015Q4 20153
Crestline Management, LP 330.12%0.53%1.05%Q1 2023Q3 20233
MKD WEALTH COACHES, LLC 330.12%0.12%0.12%Q4 2018Q2 20193
Community Financial Services Group, LLC 210.00%0.00%0.00%Q2 2013Q1 20153
MIRABELLA FINANCIAL SERVICES LLP 110.03%0.39%1.06%Q3 2020Q3 20233
Annex Advisory Services, LLC 210.01%0.02%0.02%Q2 2022Q2 20233
Portfolio Solutions, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Invictus RG Pte. Ltd. 330.01%0.18%0.26%Q3 2014Q1 20153
Schooner Investment Group, LLC. 330.16%0.20%0.24%Q1 2015Q3 20153
TIEMANN INVESTMENT ADVISORS, LLC 330.19%0.20%0.22%Q2 2016Q4 20163
East Coast Asset Management, LLC. 330.03%0.03%0.03%Q4 2012Q2 20133
Rocky Mountain Private Wealth Management, L.L.C. 330.00%0.00%0.00%Q4 2015Q2 20163
Alpine Global Management, LLC 110.03%0.08%0.16%Q4 2014Q2 20203
Polaris Wealth Advisory Group, LLC 330.41%0.47%0.57%Q3 2021Q1 20223
ARGENTIERE CAPITAL AG 110.33%0.75%0.96%Q4 2018Q4 20183
Miracle Mile Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
BIP Wealth, LLC 330.05%0.06%0.08%Q1 2023Q3 20233
GeoWealth Management, LLC 330.00%0.04%0.13%Q1 2023Q3 20233
FT Options LLC 220.00%0.07%0.20%Q2 2016Q3 20163
D. SCOTT NEAL, INC. 330.00%0.00%0.00%Q1 2016Q3 20163
Stanley-Laman Group, Ltd. 210.04%0.34%0.69%Q4 2015Q2 20223
Signator Financial Services, Inc. 330.00%0.02%0.06%Q1 2013Q3 20133
Anfield Capital Management, LLC 330.20%0.25%0.28%Q4 2019Q2 20203
Raab & Moskowitz Asset Management LLC 110.02%0.03%0.03%Q4 2014Q4 20193
Valentine Capital Asset Management, Inc. 330.74%0.90%1.00%Q4 2011Q2 20123
Barber Financial Group, Inc. 330.08%0.09%0.09%Q4 2016Q2 20173
Strategic Capital Alternatives LLC 210.03%0.04%0.04%Q3 2014Q2 20153
DESCHAINE & COMPANY, LLC 330.88%0.95%1.01%Q4 2014Q2 20153
Genesis Wealth Advisors, LLC 330.02%0.03%0.03%Q4 2014Q2 20153
Financial Enhancement Group LLC 330.00%0.00%0.00%Q1 2022Q3 20223
River Wealth Advisors LLC 330.02%0.02%0.02%Q2 2018Q4 20183
McQueen, Ball & Associates Inc. 330.15%0.17%0.21%Q4 2015Q2 20163
Darwin Wealth Management, LLC 210.03%0.79%1.19%Q2 2016Q1 20203
Venturi Wealth Management, LLC 110.02%0.04%0.07%Q2 2020Q3 20233
Mint Tower Capital Management B.V. 110.02%0.03%0.04%Q2 2020Q2 20203
American Financial Network Advisory Services LLC 330.11%0.19%0.28%Q3 2017Q1 20183
Transform Wealth, LLC 330.03%0.04%0.04%Q4 2022Q2 20233
Connecticut Wealth Management, LLC 330.04%0.04%0.05%Q3 2020Q1 20213
Stone House Investment Management, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
HCR Wealth Advisors 110.05%0.05%0.05%Q4 2019Q2 20233
Shelter Harbor Advisors, LP 213.27%4.67%5.55%Q3 2018Q2 20193
TFO Wealth Partners, LLC 210.00%0.00%0.01%Q1 2022Q3 20233
Covalis Capital LLP 212.29%2.86%3.91%Q4 2017Q3 20233
AlphaCore Capital LLC 210.01%0.05%0.07%Q1 2020Q3 20233
Pearl River Capital, LLC 210.16%0.84%1.25%Q1 2020Q4 20223
Security National Bank 330.09%0.09%0.10%Q1 2021Q3 20213
Centenus Global Management, LP 331.38%2.02%2.57%Q1 2019Q3 20193
MD Financial Management Inc. 330.06%0.06%0.07%Q2 2021Q4 20213
Bridgefront Capital, LLC 110.28%0.38%0.46%Q4 2020Q1 20223
Midwest Professional Planners, LTD. 330.00%0.00%0.01%Q4 2017Q2 20183
Triumph Capital Management 330.17%0.20%0.23%Q2 2021Q4 20213
G&S Capital LLC 330.04%0.04%0.05%Q1 2018Q3 20183
USAdvisors Wealth Management, LLC 330.09%0.09%0.10%Q3 2021Q1 20223
Swaine & Leidel Wealth Services, LLC 210.19%0.22%0.27%Q1 2019Q4 20193
CYNOSURE ADVISORS, LLC 330.07%0.10%0.15%Q4 2017Q2 20183
Insight Wealth Strategies, LLC 330.03%0.04%0.05%Q3 2020Q1 20213
Yaupon Capital Management LP 110.54%1.41%1.94%Q2 2019Q3 20233
PRW Wealth Management LLC 210.01%0.02%0.06%Q4 2018Q2 20213
GYL FINANCIAL SYNERGIES, LLC 330.24%0.27%0.32%Q1 2023Q3 20233
OSTRUM ASSET MANAGEMENT 330.01%0.02%0.03%Q1 2023Q3 20233
Beacon Harbor Wealth Advisors, Inc. 211.66%1.90%2.21%Q1 2020Q4 20223
Gyon Technologies Capital Management, LP 210.06%0.21%0.36%Q3 2020Q2 20223
Relyea Zuckerberg Hanson LLC 330.05%0.06%0.06%Q1 2023Q3 20233
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
CORBETT ROAD CAPITAL MANAGEMENT, LLC 330.03%0.04%0.05%Q1 2020Q3 20203
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Austin Private Wealth, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
First Citizens Financial Corp 110.18%0.18%0.20%Q4 2019Q3 20233
CFM WEALTH PARTNERS LLC 330.05%0.05%0.06%Q4 2019Q2 20203
Meadow Creek Wealth Advisors LLC 210.28%0.55%0.78%Q4 2019Q1 20223
1776 Wealth LLC 330.00%0.00%0.00%Q4 2019Q2 20203
HC Advisors, LLC 330.12%0.13%0.13%Q1 2023Q3 20233
RMR Wealth Builders 210.01%0.02%0.02%Q4 2019Q1 20213
Engrave Wealth Partners LLC 330.02%0.03%0.03%Q4 2019Q2 20203
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Cornerstone Planning Group LLC 210.02%0.03%0.03%Q4 2022Q3 20233
Signature Wealth Management Partners, LLC 330.17%0.19%0.22%Q4 2021Q2 20223
XTX Topco Ltd 110.20%0.22%0.23%Q4 2021Q2 20233
Ten Capital Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Sage Mountain Advisors LLC 330.04%0.04%0.05%Q1 2023Q3 20233
ENGINE NO. 1 LLC 330.06%0.08%0.10%Q2 2021Q4 20213
TCG Advisory Services, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
B, B, H, & B INC. 210.13%0.43%0.63%Q4 2020Q1 20223
Flagship Private Wealth, LLC 330.02%0.03%0.03%Q4 2020Q2 20213
COWA, LLC 210.03%0.03%0.05%Q4 2020Q3 20223
Oxler Private Wealth LLC 330.26%0.31%0.35%Q4 2020Q2 20213
Naviter Wealth, LLC 330.25%0.28%0.33%Q1 2023Q3 20233
Better Money Decisions, LLC 330.00%0.00%0.01%Q1 2021Q3 20213
Benedetti & Gucer, Inc. 330.12%0.16%0.18%Q1 2023Q3 20233
Prentice Wealth Management LLC 330.04%0.04%0.04%Q1 2021Q3 20213
Householder Group Estate & Retirement Specialist, LLC 110.03%0.03%0.03%Q3 2022Q3 20233
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
NorthCrest Asset Manangement, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Wayfinding Financial, LLC 330.18%0.19%0.20%Q1 2023Q3 20233
Delphia (USA) Inc. 210.33%0.70%0.95%Q4 2021Q4 20223
American Trust 330.02%0.02%0.03%Q4 2021Q2 20223
Steward Financial Group LLC 210.00%0.00%0.01%Q2 2022Q3 20233
NTB Financial Corp 330.41%0.45%0.49%Q4 2021Q2 20223
BIVIN & ASSOCIATES, INC. 331.00%1.04%1.08%Q4 2021Q2 20223
Nilsine Partners, LLC 330.17%0.19%0.20%Q1 2023Q3 20233
SIENA CAPITAL LLC 330.03%0.03%0.03%Q1 2022Q3 20223
KARLINSKI ANDREW C 330.00%0.00%0.00%Q4 2021Q2 20223
Eisler Capital (US) LLC 110.01%0.03%0.07%Q3 2023Q3 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
XY Capital Ltd 110.22%0.45%0.56%Q2 2023Q2 20233
Ritter Daniher Financial Advisory LLC / DE 330.01%0.01%0.01%Q1 2023Q3 20233
Callan Family Office, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.40%0.45%0.54%Q1 2023Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.08%0.08%0.08%Q1 2023Q3 20233
Fiduciary Alliance LLC 210.01%0.03%0.06%Q4 2022Q3 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.02%Q1 2023Q3 20233
RETIREMENT FINANCIAL SOLUTIONS, LLC 330.13%0.28%0.53%Q4 2022Q2 20233
VitalStone Financial, LLC 210.02%0.02%0.03%Q4 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.17%0.18%0.20%Q4 2022Q3 20233
Delta Financial Group, Inc. 210.16%0.19%0.22%Q4 2022Q3 20233
Vinva Investment Management Ltd 330.04%0.10%0.21%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.38%0.38%0.39%Q1 2023Q3 20233
Imprint Wealth LLC 331.23%1.43%1.55%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.29%0.37%0.51%Q1 2023Q3 20233
PFG Investments, LLC 330.07%0.08%0.09%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 210.03%0.11%0.22%Q3 2022Q3 20233
Pine Valley Investments Ltd Liability Co 330.06%0.07%0.09%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 330.33%0.34%0.37%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
3Chopt Investment Partners, LLC 330.10%0.11%0.12%Q4 2022Q2 20233
Empower Advisory Group, LLC 330.36%0.37%0.37%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.03%0.04%0.04%Q1 2023Q3 20233
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 330.00%0.00%0.01%Q2 2017Q4 20173
CALDWELL & ORKIN INC 330.70%1.99%3.15%Q4 2015Q2 20163
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.05%0.05%0.06%Q3 2013Q4 20143
Banco Santander, S.A. 330.00%0.01%0.02%Q2 2019Q4 20193
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 210.12%0.13%0.16%Q1 2020Q1 20213
LANDAAS & CO /WI /ADV 210.03%0.03%0.04%Q3 2017Q2 20183
Calvert Investment Management, Inc. 330.39%0.80%1.10%Q2 2013Q4 20133
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 110.31%0.52%0.66%Q3 2016Q1 20223
WEATHERLY ASSET MANAGEMENT L. P. 330.20%0.21%0.21%Q4 2015Q2 20163
DRIEHAUS CAPITAL MANAGEMENT LLC 210.01%0.02%0.03%Q3 2015Q3 20163
DENVER INVESTMENT ADVISORS LLC 330.01%0.01%0.01%Q1 2016Q3 20163
Leucadia National 330.00%0.00%0.01%Q4 2022Q2 20233
WT Wealth Management 220.59%0.59%0.60%Q2 2022Q3 20222
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.15%0.15%0.16%Q2 2022Q3 20222
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Capital Group Investment Management Pte. Ltd. 220.98%1.03%1.09%Q2 2023Q3 20232
Redhawk Wealth Advisors, Inc. 110.01%0.18%0.35%Q2 2019Q3 20222
TLP GROUP LLC 110.15%0.20%0.25%Q1 2017Q1 20182
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Plan Group Financial, LLC 110.32%0.42%0.51%Q2 2022Q3 20232
Parametrica Management Ltd 110.26%0.71%1.17%Q4 2013Q4 20172
Ground Swell Capital, LLC 220.09%0.11%0.12%Q2 2014Q3 20142
Lion Street Advisors, LLC 110.04%0.60%1.15%Q1 2020Q2 20212
Apella Capital, LLC 110.01%0.02%0.02%Q2 2023Q4 20232
Merit Investment Management, LLC 220.83%2.83%4.83%Q2 2013Q3 20132
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2022Q3 20232
Quantamental Technologies LLC 110.29%0.42%0.55%Q2 2020Q3 20232
SANDERS MORRIS HARRIS LLC 110.04%0.06%0.07%Q1 2016Q1 20172
Peoples Bank/KS 220.16%0.16%0.16%Q3 2023Q4 20232
Mizuho Securities Co. Ltd. 220.00%0.00%0.00%Q2 2022Q3 20222
Oak Point Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
CLEAR STREET LLC 110.05%0.05%0.05%Q2 2023Q2 20232
Sound Financial Strategies Group, LLC 220.30%0.31%0.32%Q4 2020Q1 20212
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Cypress Point Wealth Management, LLC 220.00%0.01%0.02%Q2 2021Q3 20212
MIZUHO SECURITIES USA LLC 220.13%0.16%0.19%Q3 2017Q4 20172
MBE Wealth Management, LLC 110.05%0.10%0.15%Q1 2020Q3 20232
Reynolds Investment Management, Inc. 220.90%0.98%1.07%Q1 2022Q2 20222
Gateway Advisory, LLC 220.07%0.08%0.10%Q1 2017Q2 20172
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 220.09%0.10%0.10%Q2 2023Q3 20232
Summit X, LLC 110.09%0.09%0.09%Q2 2022Q4 20222
Catalyst Wealth Management, LLC 220.54%0.62%0.70%Q4 2022Q1 20232
Alpha DNA Investment Management LLC 220.03%0.03%0.04%Q4 2020Q1 20212
State of Wyoming 110.02%0.02%0.02%Q2 2022Q3 20232
Kingdom Financial Group LLC. 220.31%0.33%0.35%Q2 2023Q3 20232
PENSECO FINANCIAL SERVICES CORP 220.77%0.80%0.83%Q2 2013Q3 20132
HENDLEY & CO INC 220.67%0.71%0.74%Q2 2013Q3 20132
TWINBEECH CAPITAL LP 110.08%0.31%0.53%Q2 2020Q2 20232
SENTINEL TRUST CO LBA 220.06%0.06%0.07%Q2 2013Q3 20132
Copperwynd Financial, LLC 221.12%1.18%1.24%Q2 2022Q3 20222
SWAN Capital LLC 110.94%1.08%1.22%Q1 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q3 20222
STUYVESANT CAPITAL MANAGEMENT 225.03%5.76%6.49%Q3 2014Q4 20142
Emerald Acquisition Ltd. 220.11%0.13%0.16%Q2 2016Q3 20162
Hutchin Hill Capital, LP 220.01%0.04%0.07%Q1 2017Q2 20172
Marshall Financial Group LLC 220.12%0.13%0.14%Q4 2020Q1 20212
AlphaOne Investment Services, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
New Jersey Better Educational Savings Trust 110.37%0.37%0.37%Q3 2017Q4 20192
SUNFLOWER BANK, NA WEALTH MANAGEMENT 220.14%0.14%0.15%Q2 2020Q3 20202
MONTRUSCO BOLTON INVESTMENTS INC. 220.01%0.02%0.02%Q1 2016Q2 20162
ADAMS DIVERSIFIED EQUITY FUND, INC. 220.58%0.58%0.59%Q1 2021Q2 20212
HORIZON FINANCIAL SERVICES, LLC 220.05%0.05%0.05%Q3 2020Q4 20202
APPLETON GROUP, LLC 110.56%0.72%0.88%Q1 2023Q3 20232
Morningstar Investment Management LLC 220.10%0.11%0.12%Q2 2023Q3 20232
IMC-Chicago, LLC 110.00%0.00%0.00%Q3 2021Q3 20212
SAC Capital Advisors LP 220.00%0.01%0.01%Q4 2013Q1 20142
Well Done, LLC 110.02%0.03%0.03%Q1 2018Q4 20182
CFS Investment Advisory Services, LLC 110.00%0.07%0.15%Q1 2022Q2 20232
Davis Capital Management 221.52%1.70%1.88%Q1 2020Q2 20202
Tributary Capital Management, LLC 220.00%0.23%0.46%Q2 2013Q3 20132
Brightworth 220.02%0.03%0.05%Q3 2021Q4 20212
Hayden Royal, LLC 220.53%0.82%1.12%Q4 2018Q1 20192
Truepoint, Inc. 220.01%0.01%0.02%Q2 2017Q3 20172
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q2 2018Q4 20202
Sapphire Star Partners LP 221.15%1.27%1.38%Q4 2015Q1 20162
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.38%0.39%0.40%Q2 2013Q3 20132
Sound View Wealth Advisors, LLC 221.33%1.34%1.35%Q4 2018Q1 20192
Baltimore-Washington Financial Advisors Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Svenska Handelsbanken AB (publ) 220.08%0.09%0.10%Q2 2016Q3 20162
Roble, Belko & Company, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.04%0.08%Q3 2013Q4 20182
Sharkey, Howes & Javer 110.00%0.01%0.01%Q1 2016Q1 20182
CABOT WEALTH MANAGEMENT INC 110.04%0.06%0.08%Q2 2013Q3 20232
Lavaca Capital LLC 220.05%0.05%0.05%Q4 2018Q1 20192
CASTLE WEALTH MANAGEMENT LLC 220.06%0.06%0.06%Q2 2022Q3 20222
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
BKS ADVISORS, LLC 220.10%0.13%0.16%Q4 2018Q1 20192
Rooted Wealth Advisors, Inc. 220.18%0.20%0.21%Q4 2022Q1 20232
Hedeker Wealth, LLC 220.17%0.27%0.38%Q2 2015Q3 20152
Ashfield Capital Partners, LLC 220.02%0.02%0.02%Q1 2016Q2 20162
Hudson Bay Capital Management LP 220.05%0.06%0.06%Q2 2023Q3 20232
Man Investments Ltd 220.20%0.22%0.23%Q1 2014Q2 20142
Stockman Wealth Management, Inc. 110.22%1.00%1.78%Q4 2014Q2 20152
ASB Consultores, LLC 220.11%0.12%0.14%Q1 2023Q2 20232
Sargent Investment Group, LLC 220.05%0.06%0.06%Q2 2023Q3 20232
1st Global Advisors, Inc. 220.08%0.09%0.09%Q4 2014Q1 20152
EWG Elevate Inc. 110.02%0.08%0.13%Q4 2022Q3 20232
Finer Wealth Management, Inc. 220.18%0.18%0.19%Q2 2023Q3 20232
MENTA CAPITAL LLC 110.09%0.13%0.18%Q4 2016Q2 20182
HEADINVEST, LLC 110.02%0.06%0.09%Q1 2016Q3 20232
Kore Private Wealth LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Foothills Asset Management, Ltd. 221.90%1.94%1.98%Q1 2016Q2 20162
Weiss Asset Management LP 110.16%0.17%0.18%Q2 2022Q3 20232
Aprio Wealth Management, LLC 110.07%0.09%0.10%Q2 2022Q3 20232
Passport Capital, LLC 110.01%0.05%0.09%Q1 2015Q1 20152
Monterey Private Wealth, Inc. 220.20%0.22%0.23%Q4 2019Q1 20202
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 220.82%0.84%0.87%Q1 2018Q2 20182
StellarOne CORP 220.08%0.09%0.09%Q2 2013Q3 20132
HighVista Strategies LLC 110.09%0.14%0.19%Q4 2016Q2 20172
Alpha Quant Advisors, LLC 220.56%0.59%0.63%Q4 2018Q1 20192
HC FINANCIAL ADVISORS INC 220.00%0.00%0.01%Q3 2020Q4 20202
EisnerAmper Wealth Management Corporate Benefits, LLC 220.52%0.53%0.55%Q4 2014Q1 20152
Opus Capital Group, LLC 220.07%0.08%0.08%Q2 2013Q3 20132
PVG Asset Management 221.09%1.09%1.10%Q1 2015Q2 20152
Bowling Portfolio Management LLC 220.20%0.22%0.25%Q1 2020Q2 20202
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.01%0.01%0.01%Q3 2018Q1 20222
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Black Diamond Financial, LLC 220.10%0.12%0.13%Q1 2022Q2 20222
Coppell Advisory Solutions Corp. 220.03%0.06%0.09%Q4 2022Q1 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
V-Square Quantitative Management LLC 220.10%0.12%0.13%Q2 2023Q3 20232
Optas, LLC 220.14%0.14%0.14%Q4 2019Q1 20202
Sepio Capital, LP 220.02%0.02%0.02%Q4 2022Q1 20232
Edinburgh Partners 220.00%0.00%0.00%Q2 2013Q3 20132
Wakefield Asset Management LLLP 110.12%0.60%1.08%Q1 2019Q4 20192
NORTHERN TRUST CO OF CONNECTICUT 220.04%0.04%0.04%Q2 2013Q3 20132
Belmont Capital, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Brand Asset Management Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
Strategic Point Investment Advisors, LLC 220.09%0.09%0.10%Q2 2020Q3 20202
Torch Wealth Management LLC 220.01%0.01%0.01%Q1 2014Q2 20142
Fiera Capital Inc. 220.13%0.16%0.20%Q2 2013Q3 20132
Mount Yale Investment Advisors, LLC 220.05%0.05%0.05%Q1 2018Q2 20182
Atomi Financial Group, Inc. 220.09%0.11%0.14%Q2 2023Q3 20232
Baron Financial Group, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
FIRST MERCANTILE TRUST CO 220.04%0.04%0.04%Q2 2021Q3 20212
Peachtree Investment Partners, LLC 220.18%0.21%0.24%Q2 2022Q3 20222
GRAYBILL WEALTH MANAGEMENT, LTD. 220.19%0.22%0.25%Q1 2022Q2 20222
ORG Partners LLC 220.03%0.04%0.06%Q2 2023Q3 20232
KOCH INDUSTRIES INC 110.04%0.06%0.08%Q2 2017Q1 20182
Thor Advisors, LLC 110.32%0.35%0.37%Q1 2019Q3 20192
SUSQUEHANNA TRUST & INVESTMENT CO 220.05%0.61%1.17%Q3 2013Q4 20132
FIRST AMERICAN TRUST, FSB 220.20%0.20%0.20%Q3 2019Q4 20192
Planned Solutions, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
CARDEROCK CAPITAL MANAGEMENT INC 110.00%0.26%0.51%Q2 2013Q1 20142
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
EQUITEC PROPRIETARY MARKETS, LLC 110.00%0.01%0.02%Q4 2014Q4 20212
Slagle Financial, LLC 220.30%0.33%0.37%Q2 2023Q3 20232
Prairie Sky Financial Group LLC 220.37%0.38%0.39%Q2 2023Q3 20232
Merewether Investment Management, LP 223.09%3.16%3.22%Q2 2023Q3 20232
ADELL HARRIMAN & CARPENTER INC 110.02%0.04%0.05%Q4 2016Q1 20232
OLD DOMINION CAPITAL MANAGEMENT INC 221.06%1.10%1.14%Q2 2013Q3 20132
DOWLING & YAHNKE LLC 220.06%0.06%0.06%Q1 2014Q2 20142
CAAS CAPITAL MANAGEMENT LP 110.00%0.01%0.01%Q3 2022Q3 20222
UBS OCONNOR LLC 110.00%0.03%0.05%Q1 2014Q3 20222
GENERAL ELECTRIC CO 220.05%0.05%0.05%Q2 2013Q3 20132
NORTHPOINTE CAPITAL LLC 110.30%0.96%1.63%Q2 2017Q3 20192
Itau Unibanco Holding S.A. 110.00%0.00%0.00%Q3 2016Q4 20192
UNION SAVINGS BANK 220.27%0.28%0.29%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.02%0.02%0.02%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.10%0.13%0.16%Q2 2023Q3 20232
SAX WEALTH ADVISORS, LLC 220.07%0.09%0.11%Q4 2020Q1 20212
Vigilare Wealth Management 220.42%0.59%0.75%Q4 2019Q1 20202
UniSuper Management Pty Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
Corton Capital Inc. 220.63%0.81%1.00%Q3 2022Q4 20222
Hightower 6M Holding, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Trutina Financial LLC 110.02%0.03%0.03%Q3 2013Q1 20142
Solstein Capital, LLC 220.00%0.02%0.05%Q4 2019Q1 20202
PFW Advisors LLC 220.14%0.14%0.14%Q2 2023Q3 20232
ShoreHaven Wealth Partners, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Claybrook Capital, LLC 110.02%0.23%0.44%Q4 2018Q2 20212
Carnick & Kubik, LLC 110.01%0.01%0.02%Q3 2015Q1 20162
BARNES PETTEY FINANCIAL ADVISORS, LLC 220.25%0.26%0.27%Q1 2022Q2 20222
BRYN MAWR CAPITAL MANAGEMENT INC 220.58%0.62%0.65%Q2 2013Q3 20132
Strategic Family Wealth Counselors, L.L.C. 220.15%0.15%0.15%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.32%0.32%0.33%Q4 2021Q1 20222
STANCORP INVESTMENT ADVISERS INC 220.36%0.45%0.53%Q4 2014Q1 20152
Aries Wealth Management 220.13%0.13%0.14%Q3 2019Q4 20192
FAIRFIELD, BUSH & CO. 220.00%0.01%0.01%Q2 2013Q3 20132
SageView Advisory Group, LLC 110.01%0.02%0.02%Q4 2022Q2 20232
NORTHCAPE WEALTH MANAGEMENT, LLC 220.08%0.08%0.08%Q1 2023Q2 20232
READYSTATE ASSET MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20232
Garrett Wealth Advisory Group, LLC 110.10%0.10%0.11%Q3 2019Q1 20232
Stordahl Capital Management, Inc. 220.06%0.06%0.06%Q1 2023Q2 20232
BBVA USA 220.15%0.16%0.16%Q2 2021Q3 20212
WIN ADVISORS, INC 220.00%0.01%0.02%Q1 2022Q2 20222
iSAM Funds (UK) Ltd 220.66%1.22%1.79%Q1 2023Q2 20232
Pegasus Asset Management, Inc. 220.67%0.72%0.78%Q4 2017Q1 20182
BBT Capital Management, LLC 220.19%0.37%0.55%Q2 2013Q3 20132
Armstrong, Fleming & Moore, Inc 220.24%0.25%0.25%Q2 2023Q3 20232
ALLIED IRISH BANKS PLC 225.32%5.38%5.44%Q2 2013Q3 20132
Harvest Portfolios Group Inc. 220.20%0.21%0.22%Q4 2022Q1 20232
Herold Advisors, Inc. 110.02%0.02%0.03%Q3 2021Q1 20222
TBH Global Asset Management, LLC 110.08%0.10%0.12%Q2 2021Q3 20232
Bell & Brown Wealth Advisors, LLC 220.16%0.16%0.17%Q3 2019Q4 20192
CGC Financial Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Evergreen Wealth Management, LLC 220.53%0.55%0.56%Q4 2022Q1 20232
Fortis Capital Advisors, LLC 220.05%0.05%0.05%Q4 2022Q1 20232
EQUITEC SPECIALISTS, LLC 220.18%0.22%0.27%Q2 2020Q3 20202
Tech Square Trading LP 111.94%1.94%1.94%Q4 2018Q4 20181
Price Capital Management, Inc. 110.82%0.82%0.82%Q3 2019Q3 20191
FORT, L.P. 110.03%0.03%0.03%Q3 2018Q3 20181
CenterStar Fund, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
OPSEU Pension Plan Trust Fund 111.26%1.26%1.26%Q1 2020Q1 20201
Acrospire Investment Management LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Belvedere Trading LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
NBC SECURITIES, INC. 110.43%0.43%0.43%Q3 2023Q3 20231
Graticule Asia Macro Advisors LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Lombard Odier & Cie (Bahamas) Ltd 110.76%0.76%0.76%Q4 2013Q4 20131
Resolution Capital Ltd 110.01%0.01%0.01%Q3 2023Q3 20231
Syntal Capital Partners, LLC 110.54%0.54%0.54%Q4 2019Q4 20191
One Capital Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Lighthouse Investment Partners, LLC 110.21%0.21%0.21%Q2 2023Q2 20231
Covenant Multifamily Offices, LLC 110.98%0.98%0.98%Q4 2019Q4 20191
Permanens Capital L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
Advisors Preferred, LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Trust Investment Advisors 110.20%0.20%0.20%Q2 2022Q2 20221
Warberg Asset Management LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
EA Series Trust 110.05%0.05%0.05%Q2 2023Q2 20231
Delpha Capital Management, LLC 110.24%0.24%0.24%Q4 2017Q4 20171
Oppenheimer & Close, LLC 110.26%0.26%0.26%Q4 2015Q4 20151
Chessman Wealth Strategies RIA 110.06%0.06%0.06%Q3 2018Q3 20181
Scoria Capital Partners LP 111.08%1.08%1.08%Q3 2017Q3 20171
Parkside Advisors LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Tuttle Capital Management, LLC 110.41%0.41%0.41%Q1 2019Q1 20191
Carlson Capital Management 110.02%0.02%0.02%Q1 2022Q1 20221
LVW Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Lowe Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Marathon Trading Investment Management LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Headlands Technologies LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Paragon Capital Management Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
CTC Alternative Strategies, Ltd. 110.69%0.69%0.69%Q2 2023Q2 20231
Stearns Financial Services Group 110.07%0.07%0.07%Q3 2016Q3 20161
Alpha Family Trust 110.17%0.17%0.17%Q3 2023Q3 20231
Eclectica Asset Management LLP 110.95%0.95%0.95%Q2 2013Q2 20131
Baring International Investment Ltd 110.02%0.02%0.02%Q2 2014Q2 20141
Idaho Trust Bank 110.14%0.14%0.14%Q3 2023Q3 20231
Regent Investment Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Litman Gregory Wealth Management LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Quadrature Capital LLP 111.31%1.31%1.31%Q4 2014Q4 20141
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Bank Julius Baer & Co. Ltd, Zurich 110.00%0.00%0.00%Q4 2020Q4 20201
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
Signature Financial Management, Inc. 110.07%0.07%0.07%Q4 2018Q4 20181
NEXT Financial Holdings 110.15%0.15%0.15%Q1 2019Q1 20191
AEGON ASSET MANAGEMENT UK PLC 110.04%0.04%0.04%Q1 2015Q1 20151
BEDEL FINANCIAL CONSULTING INC 110.06%0.06%0.06%Q3 2023Q3 20231
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.79%0.79%0.79%Q2 2018Q2 20181
BAROMETER CAPITAL MANAGEMENT INC. 112.62%2.62%2.62%Q3 2022Q3 20221
Archipel Asset Management AB 112.48%2.48%2.48%Q2 2014Q2 20141
Duquesne Family Office 113.93%3.93%3.93%Q1 2016Q1 20161
Banco BTG Pactual S.A. 110.17%0.17%0.17%Q2 2017Q2 20171
Rezny Wealth Management, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
Cai Capital Management, Inc. 110.18%0.18%0.18%Q2 2013Q2 20131
Teilinger Capital Ltd. 115.34%5.34%5.34%Q4 2022Q4 20221
Rotella Capital Management, Inc. 110.69%0.69%0.69%Q4 2014Q4 20141
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.03%0.03%0.03%Q3 2022Q3 20221
Jump Trading, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
AFFINITY INVESTMENT ADVISORS, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
SOCIETE GENERALE 110.11%0.11%0.11%Q2 2016Q2 20161
MARSHALL WACE ASIA Ltd 110.01%0.01%0.01%Q3 2019Q3 20191
ParenteBeard Wealth Management, LLC 110.53%0.53%0.53%Q4 2013Q4 20131
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2020Q1 20201
Quantum Capital Management, LLC / NJ 110.00%0.00%0.00%Q3 2017Q3 20171
New Vernon Capital Holdings II LLC 110.38%0.38%0.38%Q4 2019Q4 20191
Vollero Beach Capital Partners LLC 110.58%0.58%0.58%Q2 2015Q2 20151
Huber Capital Management LLC 110.43%0.43%0.43%Q3 2023Q3 20231
10-15 ASSOCIATES, INC. 110.27%0.27%0.27%Q3 2013Q3 20131
AVALON CAPITAL MANAGEMENT 111.23%1.23%1.23%Q1 2016Q1 20161
Retirement Planning Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
KELLEHER FINANCIAL ADVISORS 110.03%0.03%0.03%Q1 2016Q1 20161
First Long Island Investors, LLC 111.66%1.66%1.66%Q2 2013Q2 20131
CAXTON ASSOCIATES LP 110.03%0.03%0.03%Q3 2018Q3 20181
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Legacy Wealth Management, Inc 110.09%0.09%0.09%Q3 2017Q3 20171
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q2 2014Q2 20141
State of New Jersey Common Pension Fund A 110.12%0.12%0.12%Q1 2014Q1 20141
WENDELL DAVID ASSOCIATES INC 110.06%0.06%0.06%Q2 2013Q2 20131
Stillwater Capital Advisors, LLC 110.06%0.06%0.06%Q4 2014Q4 20141
MERITAGE PORTFOLIO MANAGEMENT 110.18%0.18%0.18%Q3 2022Q3 20221
OMERS ADMINISTRATION Corp 110.06%0.06%0.06%Q4 2019Q4 20191
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
COWEN INC. 110.02%0.02%0.02%Q1 2013Q1 20131
Granite Investment Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Alyeska Investment Group, L.P. 110.24%0.24%0.24%Q2 2016Q2 20161
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
GALAXY CAPITAL TRADING LTD 110.82%0.82%0.82%Q3 2013Q3 20131
RUSHMORE INVESTMENT ADVISORS, INC. 110.16%0.16%0.16%Q2 2013Q2 20131
SIR Capital Management, L.P. 111.77%1.77%1.77%Q4 2014Q4 20141
FSB PREMIER WEALTH MANAGEMENT, INC. 110.02%0.02%0.02%Q4 2021Q4 20211
Irish Life Investment Managers Ltd. 110.25%0.25%0.25%Q2 2013Q2 20131
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
STELLIAM INVESTMENT MANAGEMENT, LP 111.10%1.10%1.10%Q3 2018Q3 20181
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Schonfeld Group Holdings LLC 110.14%0.14%0.14%Q1 2014Q1 20141
VALLEY FORGE ASSET MANAGEMENT, LLC 111.23%1.23%1.23%Q3 2013Q3 20131
WESTEND PARTNERS LP 110.02%0.02%0.02%Q3 2013Q3 20131
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Mercer Investments LLC 110.36%0.36%0.36%Q3 2013Q3 20131
VIRGINIA RETIREMENT SYSTEM 110.17%0.17%0.17%Q1 2016Q1 20161
Parametric Risk Advisors LLC 110.02%0.02%0.02%Q2 2013Q2 20131
VNBTrust, National Association 110.07%0.07%0.07%Q2 2013Q2 20131
MEITAV INVESTMENT HOUSE LTD 110.04%0.04%0.04%Q1 2018Q1 20181
Handelsbanken Fonder AB 110.08%0.08%0.08%Q4 2015Q4 20151
ClariVest Asset Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KETTLE HILL CAPITAL MANAGEMENT, LLC 111.12%1.12%1.12%Q1 2023Q1 20231
Goodman Financial Corp 110.12%0.12%0.12%Q2 2021Q2 20211
EMORY UNIVERSITY 110.01%0.01%0.01%Q4 2012Q4 20121
Financial Sense Advisors, Inc. 110.26%0.26%0.26%Q2 2013Q2 20131
Geller Advisors LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Santa Fe Partners LLC 110.25%0.25%0.25%Q4 2015Q4 20151
IMS Capital Management 110.02%0.02%0.02%Q3 2018Q3 20181
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q2 20141
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q4 2017Q4 20171
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
COBIZ WEALTH, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
TIGER MANAGEMENT L.L.C. 110.84%0.84%0.84%Q1 2017Q1 20171
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Weil Company, Inc. 110.05%0.05%0.05%Q3 2019Q3 20191
KEATING INVESTMENT COUNSELORS INC 110.10%0.10%0.10%Q3 2016Q3 20161
Longbow Capital Partners, L.P. 110.63%0.63%0.63%Q1 2014Q1 20141
Graham Capital Management, L.P. 110.01%0.01%0.01%Q3 2023Q3 20231
Kidder Stephen W 110.01%0.01%0.01%Q4 2015Q4 20151
First National Bank of Hutchinson 110.25%0.25%0.25%Q1 2021Q1 20211
SeaBridge Investment Advisors LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Rock Point Advisors, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
FMA ADVISORY INC 110.06%0.06%0.06%Q2 2015Q2 20151
GLG Partners LP 110.08%0.08%0.08%Q4 2017Q4 20171
West Coast Asset Management 110.06%0.06%0.06%Q3 2014Q3 20141
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 110.47%0.47%0.47%Q4 2020Q4 20201
GENWORTH FINANCIAL INC 110.02%0.02%0.02%Q2 2013Q2 20131
NOESIS CAPITAL MANGEMENT CORP 110.06%0.06%0.06%Q4 2019Q4 20191
WHITEBOX ADVISORS LLC 110.01%0.01%0.01%Q2 2014Q2 20141
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.01%Q2 2013Q2 20131
OXFORD FINANCIAL GROUP, LTD. LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Mariner Wealth Advisors-Madison, LLC 110.03%0.03%0.03%Q3 2013Q3 20131
ALLSTATE INVESTMENT MANAGEMENT CO 110.14%0.14%0.14%Q4 2022Q4 20221
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.01%0.01%0.01%Q4 2013Q4 20131
Western Asset Management Company, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
GUYASUTA INVESTMENT ADVISORS INC 110.02%0.02%0.02%Q4 2022Q4 20221
RAMSEY QUANTITATIVE SYSTEMS 111.37%1.37%1.37%Q2 2021Q2 20211
VESTOR CAPITAL, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
EAGLE GLOBAL ADVISORS LLC 110.01%0.01%0.01%Q2 2016Q2 20161
HANSEATIC MANAGEMENT SERVICES INC 110.01%0.01%0.01%Q4 2014Q4 20141
BluePath Capital Management, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Forum Private Client Group LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Red Tortoise LLC 110.04%0.04%0.04%Q4 2022Q4 20221
CTC Capital Management, LLC 112.86%2.86%2.86%Q4 2021Q4 20211
Prosperity Consulting Group, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Pinnacle Private Wealth, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
AHL INVESTMENT MANAGEMENT, INC. 110.10%0.10%0.10%Q4 2021Q4 20211
KerberRose Wealth Management, LLC 110.30%0.30%0.30%Q2 2022Q2 20221
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q1 2023Q1 20231
Leverty Financial Group, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Anson Capital, Inc. 110.30%0.30%0.30%Q4 2022Q4 20221
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Pine Haven Investment Counsel, Inc 110.20%0.20%0.20%Q1 2022Q1 20221
My Personal CFO, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Andrew Hill Investment Advisors, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
SBB Research Group LLC 110.09%0.09%0.09%Q2 2022Q2 20221
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
FSC Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Asset Management Resources, LLC 110.22%0.22%0.22%Q1 2023Q1 20231
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Strategic Financial Concepts, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Lifeworks Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2021Q3 20211
NewEdge Wealth, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
SageGuard Financial Group, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Capitolis Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
FIFTH LANE CAPITAL, LP 110.14%0.14%0.14%Q4 2021Q4 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Eisler Capital (UK) Ltd. 110.18%0.18%0.18%Q1 2022Q1 20221
Northwest Bank & Trust Co 110.16%0.16%0.16%Q2 2023Q2 20231
MASTERS CAPITAL MANAGEMENT LLC 111.35%1.35%1.35%Q4 2014Q4 20141
ELLINGTON MANAGEMENT GROUP LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ADE, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Altrius Capital Management Inc 110.08%0.08%0.08%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Lifestyle Asset Management, Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
San Luis Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Latitude Advisors, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
Greenhouse Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
ACT Advisors, LLC. 110.35%0.35%0.35%Q4 2020Q4 20201
M. Kulyk & Associates, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
BAKER TILLY WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Birchcreek Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.01%0.01%0.01%Q3 2017Q3 20171
Alterity Financial Group, LLC 111.00%1.00%1.00%Q4 2021Q4 20211
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.19%0.19%0.19%Q1 2014Q1 20141
DCM Advisors, LLC 110.64%0.64%0.64%Q4 2020Q4 20201
Jackson Creek Investment Advisors LLC 110.24%0.24%0.24%Q3 2020Q3 20201
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
CHIRON CAPITAL MANAGEMENT, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
ADVISOR CONSULTANT NETWORK INC 110.04%0.04%0.04%Q3 2016Q3 20161
JDM Financial Group LLC 110.13%0.13%0.13%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
Coann Capital LLC 117.68%7.68%7.68%Q3 2021Q3 20211
NinePointTwo Capital LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Amalgamated Financial Corp. 110.15%0.15%0.15%Q1 2022Q1 20221
INCEPTIONR LLC 110.23%0.23%0.23%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
Fortis Group Advisors, LLC 110.17%0.17%0.17%Q3 2020Q3 20201
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
StrongBox Wealth, LLC 110.24%0.24%0.24%Q1 2020Q1 20201
Aquatic Capital Management LLC 110.43%0.43%0.43%Q3 2022Q3 20221
Aventail Capital Group, LP 110.82%0.82%0.82%Q3 2023Q3 20231
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.03%0.03%0.03%Q3 2020Q3 20201
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MOODY LYNN & LIEBERSON, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Adams Wealth Management 110.01%0.01%0.01%Q3 2020Q3 20201
VIVID FINANCIAL MANAGEMENT, INC. 110.08%0.08%0.08%Q4 2021Q4 20211
MRP Capital Investments, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Ipsen Advisor Group LLC 110.26%0.26%0.26%Q4 2022Q4 20221
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Marks Group Wealth Management, Inc 110.14%0.14%0.14%Q4 2019Q4 20191
Strategic Wealth Investment Group, LLC 110.09%0.09%0.09%Q2 2023Q2 20231
Columbia Trust Co 01012016 110.14%0.14%0.14%Q2 2021Q2 20211
SHERBROOKE PARK ADVISERS LLC 110.30%0.30%0.30%Q4 2022Q4 20221
TOBIAS FINANCIAL ADVISORS, INC. 110.03%0.03%0.03%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Beverly Hills Private Wealth, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Atlas Wealth Partners, LLC 110.79%0.79%0.79%Q2 2023Q2 20231
Lionsbridge Wealth Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
General Partner, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
West Tower Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Provident Wealth Management, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Modus Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Silicon Hills Wealth Management, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Professional Financial Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Lineweaver Wealth Advisors, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q1 2017Q1 20171
OPTIONS SOLUTIONS, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
BOWEN HANES & CO INC 110.04%0.04%0.04%Q4 2018Q4 20181
Advanced Asset Management Advisors Inc 110.02%0.02%0.02%Q4 2022Q4 20221
BAINCO INTERNATIONAL INVESTORS 111.04%1.04%1.04%Q1 2013Q1 20131
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.16%0.16%0.16%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.08%0.08%0.08%Q2 2023Q2 20231
Kathmere Capital Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Cornerstone Retirement Group, Inc. 110.07%0.07%0.07%Q2 2023Q2 20231
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LAZARI CAPITAL MANAGEMENT, INC. 110.12%0.12%0.12%Q3 2023Q3 20231
KPP Advisory Services LLC 110.20%0.20%0.20%Q3 2023Q3 20231
New Republic Capital, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Rothschild & Co Wealth Management UK Ltd 110.02%0.02%0.02%Q1 2015Q1 20151
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Pictet Asset Management Holding SA 110.43%0.43%0.43%Q3 2023Q3 20231
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
QRG CAPITAL MANAGEMENT, INC. 110.10%0.10%0.10%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Security Advisor, Inc. 110.15%0.15%0.15%Q3 2023Q3 20231
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ROGCO, LP 110.38%0.38%0.38%Q3 2023Q3 20231
Joseph P. Lucia & Associates, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
United Community Bank 111.00%1.00%1.00%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 110.28%0.28%0.28%Q3 2023Q3 20231
NEOS Investment Management LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.47%0.47%0.47%Q3 2023Q3 20231
Your Advocates Ltd., LLP 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Strategies Group, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 111.61%1.61%1.61%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Meridian Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Noked Israel Ltd 110.29%0.29%0.29%Q2 2019Q2 20191
New World Advisors LLC 110.49%0.49%0.49%Q2 2021Q2 20211
Guidance Point Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
ALTERNA WEALTH MANAGEMENT, INC 110.08%0.08%0.08%Q4 2018Q4 20181
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Paradigm Financial Partners, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HOWARD WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Qsemble Capital Management, LP 110.14%0.14%0.14%Q3 2023Q3 20231
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Hardy Reed LLC 110.04%0.04%0.04%Q3 2023Q3 20231
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q4 20121
Alera Investment Advisors, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Reitz Capital Advisors LLC 110.02%0.02%0.02%Q2 2020Q2 20201
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Oak Thistle LLC 110.52%0.52%0.52%Q1 2022Q1 20221
Heritage Financial Services, LLC 110.06%0.06%0.06%Q2 2022Q2 20221
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
LITTLE HOUSE CAPITAL LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Hurlow Wealth Management Group, Inc. 110.21%0.21%0.21%Q4 2019Q4 20191
SEARCY FINANCIAL SERVICES INC /ADV 110.12%0.12%0.12%Q3 2023Q3 20231
Vident Advisory, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Callodine Capital Management, LP 110.38%0.38%0.38%Q1 2019Q1 20191
WELD CAPITAL MANAGEMENT LLC 110.65%0.65%0.65%Q2 2021Q2 20211
Atom Investors LP 110.08%0.08%0.08%Q3 2023Q3 20231
Pathway Financial Advisors LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Fulcrum Equity Management 110.24%0.24%0.24%Q3 2023Q3 20231
Howard Capital Management Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
Paulson Wealth Management Inc. 110.17%0.17%0.17%Q4 2017Q4 20171
AURORA FINANCIAL ADVISORS, LLC 110.33%0.33%0.33%Q4 2017Q4 20171
Santori & Peters, Inc. 110.08%0.08%0.08%Q4 2017Q4 20171
Waterloo Capital, L.P. 110.07%0.07%0.07%Q1 2023Q1 20231
Poehling Capital Management, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Vanguard Capital Wealth Advisors 110.18%0.18%0.18%Q1 2021Q1 20211
Athanor Capital, LP 110.01%0.01%0.01%Q1 2021Q1 20211
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Castle Rock Wealth Management, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
SYMONS CAPITAL MANAGEMENT INC 113.56%3.56%3.56%Q2 2013Q2 20131
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
FIRST CITIZENS BANCORPORATION INC 110.14%0.14%0.14%Q4 2014Q4 20141
Legacy Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Parplus Partners 110.14%0.14%0.14%Q4 2019Q4 20191
Cordatus Wealth Management LLC 110.16%0.16%0.16%Q2 2023Q2 20231
XTX MARKETS LLC 111.97%1.97%1.97%Q4 2019Q4 20191
Haafor (Singapore) Pte. Ltd. 110.62%0.62%0.62%Q2 2020Q2 20201
Noked Capital LTD 110.29%0.29%0.29%Q2 2019Q2 20191
Black Swift Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Pinnacle Wealth Advisors 110.23%0.23%0.23%Q2 2021Q2 20211
Pacific Center for Financial Services 110.01%0.01%0.01%Q4 2020Q4 20201
Financial Advisors Network, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
Bristol Advisors, LLC 110.39%0.39%0.39%Q4 2016Q4 20161
KCS Wealth Advisory 110.02%0.02%0.02%Q3 2019Q3 20191
PIER 88 INVESTMENT PARTNERS LLC 110.41%0.41%0.41%Q3 2022Q3 20221
Ostrum Asset Management U.S., LLC 110.17%0.17%0.17%Q4 2018Q4 20181
Faithward Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
PATTON FUND MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2022Q4 20221
Chiron Investment Management, LLC 110.17%0.17%0.17%Q2 2023Q2 20231
Sante Capital Fund, LP 111.51%1.51%1.51%Q3 2022Q3 20221
L2 Asset Management, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q4 2016Q4 20161
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Enlightenment Research, LLC 111.07%1.07%1.07%Q3 2022Q3 20221
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hamilton Capital, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BRASADA CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q3 2018Q3 20181
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Pointe Capital Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Farmer Steven Patrick 112.07%2.07%2.07%Q2 2022Q2 20221
Blue Sky Asset Management, LLC 110.18%0.18%0.18%Q1 2018Q1 20181
FIRST FINANCIAL EQUITY CORPORATION 110.19%0.19%0.19%Q1 2017Q1 20171
External links

This page lists all the filers that currently own SOUTHERN CO or have owned SOUTHERN CO in the past.