STARBUCKS CORP shareholder history

Current and past STARBUCKS CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.05%0.35%Q1 2012Q3 2023138
BANK OF AMERICA CORP /DE/ 42420.00%0.07%0.35%Q2 2013Q3 2023126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.06%0.16%Q2 2013Q3 2023126
Parallax Volatility Advisers, L.P. 42420.00%0.06%0.34%Q2 2013Q3 2023121
CITIGROUP INC 42420.00%0.06%0.19%Q2 2013Q3 2023118
D. E. Shaw & Co., Inc. 42420.00%0.08%0.51%Q2 2013Q3 2023118
HSBC HOLDINGS PLC 47470.00%0.12%0.38%Q1 2012Q3 2023117
BARCLAYS PLC 42420.00%0.06%0.39%Q2 2013Q3 2023115
Walleye Trading LLC 42420.00%0.05%0.22%Q2 2013Q3 2023115
CREDIT SUISSE AG/ 43430.00%0.08%0.29%Q1 2013Q3 2023111
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.10%0.47%Q2 2013Q3 2023109
ROYAL BANK OF CANADA 42420.00%0.10%0.44%Q2 2013Q3 2023109
UBS Group AG 36360.00%0.14%0.73%Q4 2014Q3 2023108
CAPITAL FUND MANAGEMENT S.A. 42420.00%0.21%1.25%Q2 2013Q3 2023108
Jefferies Group LLC 38380.00%0.05%0.26%Q2 2013Q3 2022101
JANE STREET GROUP, LLC 39390.00%0.03%0.13%Q1 2014Q3 202399
Citadel Advisors 42420.00%0.06%0.27%Q2 2013Q3 202398
MILLENNIUM MANAGEMENT LLC 2650.00%0.06%0.61%Q2 2013Q3 202396
DEUTSCHE BANK AG\ 41410.00%0.06%0.27%Q3 2013Q3 202393
HAP Trading, LLC 3420.00%0.08%1.09%Q2 2013Q3 202393
Cutler Group LLC / CA 32320.00%0.04%0.62%Q4 2015Q3 202393
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.08%0.34%Q2 2013Q3 202392
Twin Tree Management, LP 2430.00%0.10%1.05%Q4 2012Q3 202391
WOLVERINE TRADING, LLC 30300.00%0.07%0.20%Q2 2016Q3 202389
WELLS FARGO & COMPANY/MN 42420.00%0.13%0.38%Q2 2013Q3 202386
NOMURA HOLDINGS INC 3490.00%0.07%2.06%Q4 2012Q3 202385
HighTower Advisors, LLC 42420.00%0.16%0.46%Q2 2013Q3 202379
TWO SIGMA INVESTMENTS, LP 3320.00%0.12%0.85%Q3 2013Q3 202379
WOLVERINE ASSET MANAGEMENT LLC 2710.00%0.06%0.25%Q2 2013Q3 202378
Creative Planning 42420.00%0.04%0.10%Q2 2013Q3 202375
Paloma Partners Management Co 2610.01%0.09%0.46%Q2 2013Q3 202374
BANK OF MONTREAL /CAN/ 3920.00%0.08%0.33%Q2 2013Q3 202371
TWO SIGMA SECURITIES, LLC 2410.00%0.09%0.54%Q4 2014Q3 202368
RAYMOND JAMES & ASSOCIATES 42420.00%0.10%0.23%Q2 2013Q3 202364
PEAK6 Group LLC 21210.01%0.10%0.39%Q2 2013Q2 201860
Laurion Capital Management LP 1410.00%0.26%5.24%Q3 2013Q2 202360
M&T BANK CORP 42420.00%0.13%0.41%Q2 2013Q3 202359
HUNTINGTON NATIONAL BANK 59590.03%0.13%0.40%Q1 2009Q3 202359
CLEAR STREET MARKETS LLC 1610.00%0.36%4.79%Q2 2013Q3 202357
PEAK6 Investments LLC 21210.00%0.05%0.29%Q3 2018Q3 202357
CREDIT AGRICOLE S A 42420.00%0.14%0.69%Q2 2013Q3 202354
Jump Trading, LLC 1010.00%0.09%0.34%Q2 2013Q1 201952
AMALGAMATED BANK 52520.21%0.31%0.49%Q4 2010Q3 202352
BLAIR WILLIAM & CO/IL 42420.00%0.97%2.19%Q2 2013Q3 202351
GLENMEDE TRUST CO NA 4330.02%0.19%0.69%Q1 2010Q3 202350
Daiwa Securities Group Inc. 42420.00%0.05%0.14%Q2 2013Q3 202350
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.09%0.36%0.74%Q3 2011Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.14%0.21%0.27%Q3 2011Q3 202349
Squarepoint Ops LLC 1210.00%0.22%1.22%Q4 2014Q3 202348
Bank of New York Mellon Corp 44440.00%0.30%0.57%Q4 2012Q3 202348
MUFG Americas Holdings Corp 48480.05%0.25%0.47%Q4 2010Q3 202248
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.12%0.19%0.32%Q4 2011Q3 202348
Spot Trading L.L.C 16160.01%0.12%0.40%Q2 2013Q1 201748
Invesco Ltd. 42420.00%0.20%0.38%Q2 2013Q3 202348
BALYASNY ASSET MANAGEMENT L.P. 2310.00%0.15%0.89%Q2 2014Q3 202348
First Horizon Advisors, Inc. 47470.01%0.07%0.42%Q1 2012Q3 202347
Mirae Asset Global Investments Co., Ltd. 4250.03%1.04%4.29%Q2 2011Q3 202347
Cubist Systematic Strategies, LLC 22150.00%0.11%0.41%Q2 2014Q3 202347
Kovack Advisors, Inc. 34340.00%0.22%0.94%Q2 2015Q3 202347
BlackRock Inc. 42420.00%0.23%0.37%Q2 2013Q3 202346
NWAM LLC 46460.13%1.41%4.05%Q2 2012Q3 202346
Allianz Asset Management GmbH 42420.00%0.21%0.38%Q2 2013Q3 202346
MACQUARIE GROUP LTD 42420.00%0.05%0.17%Q2 2013Q3 202346
MAI Capital Management 42420.02%0.20%1.05%Q2 2013Q3 202346
TORONTO DOMINION BANK 43430.00%0.08%0.19%Q1 2013Q3 202346
Kingsview Wealth Management, LLC 2060.00%0.33%0.94%Q1 2017Q3 202346
Centiva Capital, LP 1180.00%0.05%0.26%Q4 2018Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.14%0.30%0.83%Q4 2012Q3 202344
First Financial Bank - Trust Division 44440.05%0.22%0.77%Q1 2013Q4 202344
SIGNATUREFD, LLC 3650.00%0.06%0.11%Q2 2013Q3 202344
SCOTIA CAPITAL INC. 42420.04%0.30%0.52%Q2 2013Q3 202344
Moors & Cabot, Inc. 39390.00%0.28%0.52%Q1 2014Q3 202344
Norman Fields, Gottscho Capital Management, LLC 44442.29%3.22%4.21%Q1 2013Q4 202344
CPWM, LLC 44441.48%13.86%30.44%Q4 2011Q3 202244
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.22%0.30%0.41%Q1 2013Q3 202343
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.16%0.27%0.36%Q1 2013Q3 202343
AQR Capital Management 4210.01%0.12%0.50%Q4 2012Q3 202343
ALLIANCEBERNSTEIN L.P. 42420.00%0.37%0.70%Q2 2013Q3 202343
Cetera Advisor Networks LLC 43430.10%0.17%0.30%Q1 2013Q3 202343
FULTON BANK, N.A. 43430.03%0.08%0.27%Q2 2013Q4 202343
DAVENPORT & Co LLC 42420.01%0.35%0.83%Q2 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.02%0.31%0.88%Q1 2013Q3 202343
CIBC WORLD MARKET INC. 42420.02%0.12%0.29%Q2 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.01%0.23%1.61%Q1 2013Q3 202343
Pekin Hardy Strauss, Inc. 43430.08%0.21%0.45%Q1 2013Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.08%0.34%0.50%Q2 2013Q4 202343
Laird Norton Wetherby Wealth Management, LLC 42420.06%0.29%0.40%Q2 2013Q3 202343
Nuveen Asset Management, LLC 42420.00%0.17%0.34%Q2 2013Q3 202343
COMMERCE BANK 43430.03%0.13%0.36%Q1 2013Q3 202343
BROWN ADVISORY INC 42420.00%1.02%2.73%Q2 2013Q3 202343
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42420.00%0.20%0.33%Q2 2013Q3 202343
Veritable, L.P. 43430.03%0.08%0.14%Q4 2012Q2 202343
TRUIST FINANCIAL CORP 42420.00%0.24%0.49%Q2 2013Q3 202343
PRELUDE CAPITAL MANAGEMENT, LLC 1110.00%0.05%0.43%Q1 2013Q3 202243
Retirement Systems of Alabama 43430.11%0.25%0.40%Q1 2013Q3 202343
TCI Wealth Advisors, Inc. 3490.05%0.19%0.32%Q4 2012Q3 202343
PRIVATE TRUST CO NA 43430.05%0.29%0.58%Q1 2013Q3 202343
BANK OF NOVA SCOTIA 43430.00%0.18%0.37%Q1 2013Q3 202343
BRYN MAWR TRUST Co 43430.04%0.08%0.13%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.18%0.27%0.39%Q1 2013Q3 202343
Janney Montgomery Scott LLC 42420.08%0.14%0.43%Q2 2013Q3 202342
JACOBS & CO/CA 42420.89%1.67%2.22%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.11%0.18%0.60%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.07%0.18%0.34%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.19%0.53%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.04%0.16%0.37%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.22%0.29%0.39%Q2 2013Q3 202342
Town & Country Bank & Trust CO dba First Bankers Trust CO 42420.14%0.65%1.81%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.10%0.31%0.62%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.18%0.40%0.77%Q2 2013Q3 202342
Bath Savings Trust Co 42420.21%1.64%2.34%Q2 2013Q3 202342
B & T Capital Management DBA Alpha Capital Management 42420.74%1.78%4.10%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.06%0.13%0.23%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.25%0.34%0.46%Q2 2013Q3 202342
Calamos Wealth Management LLC 42420.10%0.56%1.57%Q2 2013Q3 202342
TUDOR INVESTMENT CORP ET AL 1310.01%0.08%0.51%Q4 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.39%1.46%2.37%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.15%0.54%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.25%0.37%0.53%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.22%0.30%0.41%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.13%0.20%0.28%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.07%0.28%0.94%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.16%0.26%0.36%Q2 2013Q3 202342
PITCAIRN CO 42420.10%0.29%0.71%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.00%0.29%0.61%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.29%1.34%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.08%0.19%0.49%Q2 2013Q3 202342
DnB Asset Management AS 3930.03%0.29%1.69%Q2 2013Q4 202342
Bell Bank 42420.15%0.31%0.65%Q2 2013Q3 202342
Sandy Spring Bank 42420.01%0.15%0.32%Q2 2013Q3 202342
MIDDLETON & CO INC/MA 42420.40%1.04%1.74%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.20%0.38%0.65%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.01%0.06%0.32%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.23%0.54%0.92%Q2 2013Q3 202342
WINDWARD CAPITAL MANAGEMENT CO /CA 42420.16%1.05%1.61%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.13%0.27%0.42%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.02%0.31%0.63%Q2 2013Q4 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.09%0.67%1.09%Q2 2013Q3 202342
BIRINYI ASSOCIATES INC 42420.30%0.82%1.86%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.20%0.27%0.38%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.10%0.19%0.28%Q2 2013Q3 202342
TAURUS ASSET MANAGEMENT, LLC 42420.18%0.40%1.66%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.14%0.41%0.58%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.15%0.20%0.24%Q2 2013Q3 202342
Legal & General Group Plc 42420.22%0.30%0.45%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.14%0.43%0.79%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.19%0.34%0.58%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.23%0.32%0.43%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.17%0.29%0.51%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.31%0.98%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.22%1.19%2.65%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.01%0.18%0.79%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.03%0.45%1.12%Q2 2013Q3 202342
BANQUE PICTET & CIE SA 3360.17%1.03%4.15%Q4 2013Q3 202342
LOOMIS SAYLES & CO L P 42420.00%0.98%2.58%Q2 2013Q3 202342
REIK & CO., LLC 42420.29%0.97%1.92%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.10%0.23%0.50%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.18%0.32%0.52%Q2 2013Q3 202342
1ST SOURCE BANK 42420.12%0.21%0.35%Q2 2013Q3 202342
US BANCORP \DE\ 42420.15%0.22%0.29%Q2 2013Q3 202342
NORGES BANK 4020.20%0.27%0.34%Q2 2012Q4 202242
Mariner, LLC 42420.13%0.27%0.60%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.04%0.08%0.13%Q2 2013Q3 202342
AMI ASSET MANAGEMENT CORP 42421.70%2.57%4.74%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.05%0.16%0.36%Q2 2013Q3 202342
Baker Ellis Asset Management LLC 42420.09%0.24%0.38%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.02%0.12%0.28%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.60%0.89%1.22%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.02%0.21%0.90%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.16%0.34%0.55%Q2 2013Q3 202342
Lido Advisors, LLC 31310.01%0.10%0.37%Q1 2016Q3 202342
ProShare Advisors LLC 42420.26%0.37%0.55%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.04%0.07%0.11%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.13%0.27%Q2 2013Q3 202342
RNC CAPITAL MANAGEMENT LLC 42420.04%0.08%0.13%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.02%0.14%0.23%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.11%0.18%0.28%Q2 2013Q3 202342
KBC Group NV 42420.04%0.34%0.73%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.14%0.25%0.50%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.06%0.32%0.50%Q2 2013Q3 202342
Financial Architects, Inc 3220.01%0.08%0.19%Q2 2013Q2 202342
Fruth Investment Management 42421.92%2.59%3.34%Q2 2013Q3 202342
Vision Capital Management, Inc. 42420.04%1.84%3.56%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.24%0.32%0.43%Q2 2013Q3 202342
ARCADIA INVESTMENT MANAGEMENT CORP/MI 42422.11%3.17%4.32%Q2 2013Q3 202342
ROBERTS GLORE & CO INC /IL/ 42420.15%0.59%1.13%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.06%0.34%0.89%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.03%0.32%1.02%Q2 2013Q3 202342
Smithfield Trust Co 42420.02%0.05%0.11%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.08%0.14%0.20%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.23%0.42%0.81%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.05%0.14%0.25%Q2 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.04%0.23%0.52%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.04%0.40%0.98%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.04%0.11%0.22%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.22%0.31%0.56%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.01%0.17%0.68%Q2 2013Q3 202342
PRIVATE ASSET MANAGEMENT INC 42420.49%1.20%1.71%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.09%0.31%Q2 2013Q3 202342
STATE STREET CORP 42420.20%0.28%0.38%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.09%0.17%0.23%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.02%0.11%0.26%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.17%0.26%0.34%Q2 2013Q3 202342
Apriem Advisors 42420.21%0.71%1.88%Q2 2013Q3 202342
Spears Abacus Advisors LLC 42420.09%0.56%3.04%Q2 2013Q3 202342
Rehmann Capital Advisory Group 27150.06%0.12%0.23%Q1 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.04%0.12%0.90%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.01%0.12%Q2 2013Q3 202342
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 42420.78%1.19%1.64%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.03%0.06%0.10%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42420.02%0.16%0.58%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.02%0.25%0.70%Q2 2013Q3 202342
INTRUST BANK NA 42420.24%0.47%0.82%Q2 2013Q3 202342
Baldwin Investment Management, LLC 42420.26%0.53%0.88%Q2 2013Q3 202342
EADS & HEALD WEALTH MANAGEMENT 42420.15%0.56%0.86%Q2 2013Q3 202342
Estabrook Capital Management 42420.00%0.00%0.01%Q2 2013Q3 202342
OPTIMUM INVESTMENT ADVISORS 3470.00%0.47%1.01%Q3 2013Q4 202342
FIRST FINANCIAL CORP /IN/ 42420.11%0.61%0.99%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.20%0.51%0.95%Q2 2013Q3 202342
IMS Capital Management 42420.44%1.16%1.90%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.07%0.29%0.48%Q2 2013Q3 202342
Busey Bank 42420.05%0.77%1.05%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42421.30%2.23%3.42%Q2 2013Q3 202342
Cypress Capital Group 42420.72%1.43%2.56%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.07%0.20%0.31%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42421.11%1.57%1.97%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42420.00%0.92%2.56%Q2 2013Q3 202342
UMB Bank, n.a. 42420.08%0.46%1.36%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.01%0.35%1.07%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.41%0.69%0.99%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.71%1.55%2.19%Q2 2013Q3 202342
PIONEER TRUST BANK N A/OR 42420.22%0.31%0.46%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.03%0.44%0.90%Q2 2013Q3 202342
APG Asset Management N.V. 42420.03%0.33%0.71%Q2 2013Q3 202342
AMARILLO NATIONAL BANK 42420.25%0.70%1.51%Q2 2013Q3 202342
RMB Capital Management, LLC 42420.02%0.22%0.67%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.13%0.80%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.01%0.03%0.14%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.08%0.22%0.32%Q2 2013Q3 202342
DILLON & ASSOCIATES INC 42421.38%2.45%3.03%Q2 2013Q3 202342
Mechanics Bank Trust Department 42420.08%0.15%0.26%Q2 2013Q3 202342
Korea Investment CORP 42420.15%0.29%0.41%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.05%0.36%0.78%Q2 2013Q3 202342
FMR LLC 42420.03%0.30%0.83%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.12%0.26%0.46%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.01%0.10%0.25%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.21%0.41%1.18%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.09%0.14%0.22%Q2 2013Q3 202342
HENDLEY & CO INC 42420.10%2.61%5.74%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42420.02%0.42%0.78%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.01%0.17%0.44%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.17%0.31%0.45%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.20%1.03%2.08%Q2 2013Q3 202342
Ledyard National Bank 42420.03%0.88%1.31%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.00%0.04%0.10%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42420.02%1.10%2.70%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.01%0.10%0.35%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.06%0.34%1.04%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.10%0.37%0.86%Q2 2013Q3 202342
MOTCO 42420.00%0.45%1.05%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.05%0.24%0.48%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.21%0.44%1.14%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.01%0.08%0.14%Q2 2013Q3 202342
Van Cleef Asset Management,Inc 42420.13%0.18%0.25%Q2 2013Q3 202342
FIRST CITIZENS BANK & TRUST CO 42420.02%0.10%0.46%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.02%0.16%0.34%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.10%0.41%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.08%0.21%0.61%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.06%0.21%Q2 2013Q3 202342
CONNING INC. 42420.03%0.37%1.40%Q2 2013Q3 202342
Swiss National Bank 42420.23%0.35%0.46%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.03%0.22%0.66%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.29%0.56%Q2 2013Q3 202342
TCTC Holdings, LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.01%0.02%0.05%Q2 2013Q3 202342
AXA S.A. 42420.15%0.36%0.88%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.22%0.31%0.40%Q2 2013Q3 202342
AUXIER ASSET MANAGEMENT 42420.07%0.15%0.28%Q2 2013Q3 202342
WINSLOW ASSET MANAGEMENT INC 42420.10%0.21%0.31%Q2 2013Q3 202342
Pacifica Capital Investments, LLC 424211.99%15.73%20.74%Q2 2013Q3 202342
VISTA CAPITAL PARTNERS, INC. 42420.19%0.39%1.03%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.21%0.55%1.00%Q2 2013Q3 202342
CASTLEARK MANAGEMENT LLC 42420.02%0.52%2.34%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.12%0.27%0.44%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.09%0.31%0.67%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.00%0.14%0.46%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.03%0.20%0.55%Q2 2013Q3 202342
MORGAN STANLEY 42420.15%0.34%0.74%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.14%0.53%0.86%Q2 2013Q3 202342
Capital Investment Services of America, Inc. 42421.85%2.59%3.58%Q2 2013Q3 202342
Norinchukin Bank, The 42420.12%0.47%0.97%Q2 2013Q3 202342
BENDER ROBERT & ASSOCIATES 42421.22%2.14%3.12%Q2 2013Q3 202342
RIVERBRIDGE PARTNERS LLC 42420.68%0.99%1.34%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.11%0.71%2.32%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.06%0.18%0.47%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.02%0.09%0.36%Q2 2013Q3 202342
MARIETTA INVESTMENT PARTNERS LLC 42420.20%0.50%2.67%Q2 2013Q3 202342
MARSHALL & SULLIVAN INC /WA/ 42420.54%0.78%1.44%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.24%0.31%0.41%Q2 2013Q3 202342
DAVIS R M INC 42420.09%0.69%1.69%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.05%0.33%0.71%Q2 2013Q3 202342
FACTORY MUTUAL INSURANCE CO 42420.20%0.47%0.66%Q2 2013Q3 202342
ZEVENBERGEN CAPITAL INVESTMENTS LLC 42420.02%0.14%1.83%Q2 2013Q3 202342
JNBA Financial Advisors 42420.01%0.04%0.06%Q2 2013Q3 202342
STRS OHIO 42420.16%0.31%0.59%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.26%1.17%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.85%1.61%2.47%Q2 2013Q3 202342
Bank Pictet & Cie (Europe) AG 3360.14%1.50%4.97%Q4 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.06%0.52%1.26%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.31%0.45%0.73%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.01%0.01%0.03%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.10%0.20%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.13%0.22%0.37%Q2 2013Q3 202342
EASTERN BANK 42420.01%0.52%1.56%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42422.32%3.15%3.98%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.18%0.27%0.32%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.29%0.64%1.42%Q2 2013Q3 202342
TRILLIUM ASSET MANAGEMENT, LLC 42420.23%0.92%1.53%Q2 2013Q3 202342
HARBOUR INVESTMENT MANAGEMENT LLC 42422.62%3.50%4.62%Q2 2013Q3 202342
Buckingham Capital Management, Inc. 42420.10%0.41%0.82%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.21%0.36%0.53%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.06%0.25%0.55%Q2 2013Q3 202342
Freedom Investment Management, Inc. 42420.03%0.06%0.11%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.12%0.51%1.70%Q2 2013Q3 202342
NORTHSTAR ASSET MANAGEMENT LLC 42420.55%1.36%3.15%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.36%0.85%1.75%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42420.06%0.07%0.10%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.14%0.26%0.49%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.08%0.25%0.50%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.10%0.23%0.42%Q2 2013Q3 202342
West Coast Financial LLC 42420.26%1.77%2.71%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.15%0.63%0.96%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.08%0.38%Q2 2013Q3 202342
WENDELL DAVID ASSOCIATES INC 42420.06%0.51%1.04%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.26%0.34%0.46%Q2 2013Q3 202342
Consolidated Investment Group LLC 42420.19%1.20%3.50%Q2 2013Q3 202342
HYMAN CHARLES D 42420.30%0.78%1.28%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.17%0.46%0.78%Q2 2013Q3 202342
CAMPBELL NEWMAN ASSET MANAGEMENT INC 42420.12%0.20%0.30%Q2 2013Q3 202342
SCHMIDT P J INVESTMENT MANAGEMENT INC 42420.10%0.54%1.59%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.01%0.23%1.14%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.11%0.24%0.53%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.19%0.77%Q2 2013Q4 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.18%0.50%0.78%Q2 2013Q3 202342
AVIVA PLC 42420.13%0.26%0.44%Q2 2013Q3 202342
Utah Retirement Systems 42420.25%0.33%0.44%Q2 2013Q3 202342
Main Street Research LLC 42420.05%0.38%1.25%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.02%0.07%0.13%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.05%0.31%0.72%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.22%0.40%0.68%Q2 2013Q3 202342
Meiji Yasuda Life Insurance Co 42420.01%0.27%0.66%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.06%0.09%0.13%Q2 2013Q3 202342
CapWealth Advisors, LLC 42421.52%2.35%4.07%Q2 2013Q3 202342
CULLINAN ASSOCIATES INC 42420.26%0.75%1.19%Q2 2013Q3 202342
West Oak Capital, LLC 42420.08%0.78%1.87%Q2 2013Q3 202342
GREENLEAF TRUST 42420.01%0.17%0.31%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.04%0.09%0.12%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.21%0.35%0.47%Q2 2013Q3 202342
EULAV Asset Management 42420.10%0.45%0.93%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.35%0.64%1.07%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.10%1.14%1.93%Q2 2013Q3 202342
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 42420.12%0.28%0.56%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.24%0.55%1.23%Q2 2013Q3 202342
WASHINGTON TRUST BANK 42420.65%1.25%1.78%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.17%0.68%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.15%0.33%0.62%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.01%0.30%0.62%Q2 2013Q3 202342
Calamos Advisors LLC 42420.11%0.44%1.25%Q2 2013Q3 202342
Ipswich Investment Management Co., Inc. 42420.08%0.34%1.38%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.06%0.22%0.42%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.01%0.02%0.02%Q2 2013Q3 202342
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 42420.14%0.70%2.01%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.03%0.06%0.17%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.09%0.30%0.65%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.23%0.31%0.41%Q2 2013Q3 202342
ROANOKE ASSET MANAGEMENT CORP/ NY 41410.73%2.39%3.19%Q3 2013Q3 202341
PRUDENTIAL PLC 27140.00%0.09%0.48%Q2 2013Q3 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3740.44%1.09%1.90%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.12%0.23%0.33%Q3 2013Q3 202341
Atria Investments, Inc 27140.08%0.17%0.29%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.08%0.27%0.46%Q3 2013Q3 202341
Prospera Financial Services Inc 29120.07%0.21%0.72%Q2 2013Q3 202341
Tower Research Capital LLC (TRC) 28130.00%0.13%0.38%Q2 2013Q3 202341
MARCO INVESTMENT MANAGEMENT LLC 41410.02%0.22%0.40%Q3 2013Q3 202341
FAYEZ SAROFIM & CO 4010.00%0.03%0.06%Q2 2013Q3 202341
NORRIS PERNE & FRENCH LLP/MI 27140.03%0.31%1.30%Q2 2013Q3 202341
East Coast Asset Management, LLC. 41410.00%0.63%1.60%Q4 2012Q4 202241
BOKF, NA 3290.19%0.34%0.56%Q2 2013Q3 202341
SILVERCREST ASSET MANAGEMENT GROUP LLC 41410.00%0.03%0.07%Q3 2013Q3 202341
INTEGRAL DERIVATIVES, LLC 18180.01%0.05%0.13%Q4 2013Q1 201841
BAR HARBOR WEALTH MANAGEMENT 41410.03%0.12%0.32%Q3 2013Q3 202341
COMERICA BANK 3920.00%0.22%0.34%Q2 2013Q3 202341
SALEM INVESTMENT COUNSELORS INC 41410.02%0.33%0.91%Q3 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.27%0.38%0.50%Q3 2013Q3 202341
CORNERCAP INVESTMENT COUNSEL INC 41410.03%0.12%0.55%Q3 2013Q3 202341
BECKER CAPITAL MANAGEMENT INC 25160.01%0.23%0.72%Q2 2013Q3 202341
BANK OF HAWAII 3560.05%0.16%0.38%Q2 2013Q3 202341
Arizona State Retirement System 3380.18%0.27%0.40%Q1 2013Q3 202341
Rathbones Group PLC 3920.02%0.04%0.08%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.02%0.45%0.74%Q2 2013Q3 202341
VICTORY CAPITAL MANAGEMENT INC 41410.01%0.20%1.00%Q3 2013Q3 202341
ALBION FINANCIAL GROUP /UT 31100.09%0.43%1.39%Q2 2013Q3 202341
WESBANCO BANK INC 30110.05%0.27%0.75%Q2 2013Q3 202341
HIGHBRIDGE CAPITAL MANAGEMENT LLC 1320.00%0.10%0.96%Q3 2013Q3 201841
Capital World Investors 41410.01%0.19%0.62%Q2 2013Q2 202341
BRIGHTON JONES LLC 26150.42%0.67%1.12%Q2 2013Q3 202341
CULBERTSON A N & CO INC 41410.17%0.52%0.69%Q3 2013Q3 202341
Freestone Capital Holdings, LLC 3470.01%0.16%0.31%Q2 2013Q3 202341
Benin Management CORP 3830.12%0.68%2.26%Q2 2013Q3 202341
HENGEHOLD CAPITAL MANAGEMENT LLC 3830.05%0.10%0.22%Q2 2013Q3 202341
DOHENY ASSET MANAGEMENT /CA 3650.85%1.57%2.61%Q2 2013Q3 202341
WBH ADVISORY INC 3830.17%0.40%0.74%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.07%0.24%0.42%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.07%0.38%Q3 2013Q3 202341
JAG CAPITAL MANAGEMENT, LLC 41410.22%1.49%4.61%Q3 2013Q3 202341
Brown Capital Management 3650.01%0.01%0.02%Q2 2013Q3 202341
JFS WEALTH ADVISORS, LLC 3830.02%0.09%0.14%Q2 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.07%0.47%0.74%Q2 2013Q3 202341
SHEETS SMITH WEALTH MANAGEMENT 41410.05%0.16%0.50%Q3 2013Q3 202341
NORTHEAST INVESTMENT MANAGEMENT 41410.04%0.27%0.98%Q3 2013Q3 202341
MACKENZIE FINANCIAL CORP 25160.01%0.25%0.51%Q2 2013Q3 202341
J.P. Morgan Private Wealth Advisors LLC 4010.24%0.56%0.92%Q2 2013Q3 202341
PATTEN & PATTEN INC/TN 3650.03%0.06%0.14%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.03%0.33%0.60%Q3 2013Q3 202341
Diversified Trust Co 3710.04%0.08%0.36%Q2 2013Q4 202341
CKW FINANCIAL GROUP 40400.00%0.04%0.07%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.11%0.97%1.72%Q4 2013Q3 202340
Joel Isaacson & Co., LLC 20200.00%0.05%0.08%Q4 2012Q3 202340
Gulf International Bank (UK) Ltd 40400.26%0.35%0.46%Q4 2013Q3 202340
Strategic Advisors LLC 40400.05%0.37%0.90%Q4 2013Q3 202340
Rafferty Asset Management, LLC 40400.02%0.06%0.13%Q4 2013Q3 202340
DEARBORN PARTNERS LLC 28120.02%0.32%1.42%Q3 2013Q3 202340
Essex Financial Services, Inc. 40400.07%0.32%0.51%Q4 2013Q3 202340
Blue Edge Capital, LLC 40400.06%0.71%1.26%Q4 2013Q3 202340
Waldron Private Wealth LLC 40400.07%0.17%0.42%Q4 2013Q3 202340
Sequoia Financial Advisors, LLC 40400.06%0.20%0.52%Q4 2013Q3 202340
1832 Asset Management L.P. 2520.00%0.16%0.95%Q2 2013Q3 202340
CHICKASAW CAPITAL MANAGEMENT LLC 40400.01%0.07%0.15%Q4 2013Q3 202340
BANK PICTET & CIE (ASIA) LTD 3340.24%1.62%6.50%Q2 2014Q3 202340
Private Ocean, LLC 40400.00%0.11%0.41%Q4 2013Q3 202340
GIRARD PARTNERS LTD. 40400.12%0.60%1.01%Q4 2013Q3 202340
ESSEX INVESTMENT MANAGEMENT CO LLC 40400.01%0.54%1.76%Q2 2013Q1 202340
Oakworth Capital, Inc. 40400.00%0.03%0.06%Q4 2013Q3 202340
Blume Capital Management, Inc. 40400.17%0.23%0.30%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.27%0.37%0.50%Q3 2013Q3 202340
Private Advisor Group, LLC 40400.04%0.13%0.23%Q4 2013Q3 202340
D L CARLSON INVESTMENT GROUP INC 3730.09%0.89%1.94%Q2 2013Q3 202340
Cetera Advisors LLC 40400.03%0.13%0.44%Q4 2013Q3 202340
TD Capital Management LLC 3550.00%0.01%0.02%Q2 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.04%0.62%1.26%Q4 2013Q4 202340
McKinley Carter Wealth Services, Inc. 40400.47%0.94%1.39%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.17%0.61%0.98%Q4 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.00%0.09%0.46%Q4 2013Q3 202340
FRED ALGER MANAGEMENT, LLC 20200.00%0.33%0.95%Q2 2013Q3 202340
SignalPoint Asset Management, LLC 40400.06%0.24%0.50%Q4 2013Q3 202340
Tradewinds Capital Management, LLC 40400.27%1.48%2.90%Q4 2013Q3 202340
Gradient Investments LLC 2410.00%0.17%0.55%Q2 2013Q3 202340
TIEMANN INVESTMENT ADVISORS, LLC 40400.22%0.30%0.39%Q4 2013Q3 202340
D'Orazio & Associates, Inc. 40400.06%0.08%0.11%Q4 2013Q3 202340
ADELL HARRIMAN & CARPENTER INC 40400.10%1.10%2.20%Q4 2013Q3 202340
Hilltop Holdings Inc. 3550.03%0.13%0.24%Q2 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.22%0.67%1.42%Q4 2013Q3 202340
CITY HOLDING CO 40400.01%0.03%0.21%Q4 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.04%0.09%0.14%Q4 2013Q3 202340
GAM Holding AG 29110.03%0.20%0.44%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.18%0.27%0.38%Q4 2013Q3 202340
Saturna Capital CORP 39390.01%0.03%0.06%Q1 2014Q3 202339
PARK CIRCLE Co 39394.67%9.58%16.25%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.87%1.12%1.46%Q2 2013Q4 202239
Livforsakringsbolaget Skandia, Omsesidigt 39390.01%0.24%0.50%Q1 2014Q3 202339
Tortoise Investment Management, LLC 39390.01%0.02%0.04%Q1 2014Q3 202339
QUEST INVESTMENT MANAGEMENT LLC 2950.02%1.01%2.12%Q2 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.22%0.33%0.47%Q1 2014Q3 202339
Linscomb & Williams, Inc. 39390.03%0.19%0.46%Q1 2014Q3 202339
Andra AP-fonden 2250.04%0.22%0.42%Q2 2013Q2 202339
New England Research & Management, Inc. 39390.22%0.53%1.02%Q1 2014Q3 202339
CHOREO, LLC 39390.04%0.12%0.32%Q1 2014Q3 202339
Columbia Asset Management 3361.00%1.58%2.24%Q4 2013Q3 202339
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 21180.00%0.21%0.52%Q2 2013Q3 202339
YHB Investment Advisors, Inc. 39390.06%0.28%0.81%Q1 2014Q3 202339
Employees Retirement System of Texas 3720.01%0.18%0.32%Q2 2013Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.04%0.06%0.11%Q2 2013Q4 202239
CIBC Private Wealth Group, LLC 39390.06%0.21%0.60%Q1 2014Q3 202339
FAGAN ASSOCIATES, INC. 39391.33%2.38%3.39%Q1 2014Q3 202339
PETTYJOHN, WOOD & WHITE, INC 39390.08%0.47%0.91%Q1 2014Q3 202339
Gemmer Asset Management LLC 39391.27%2.20%3.51%Q1 2014Q3 202339
MARSHALL WACE, LLP 1210.00%0.21%0.86%Q1 2014Q2 202339
Polen Capital Management 39390.00%4.37%6.61%Q2 2013Q4 202239
Wellington Shields Capital Management, LLC 39390.04%0.22%0.73%Q1 2014Q3 202339
MOODY LYNN & LIEBERSON, LLC 2650.03%0.26%1.89%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.20%0.40%0.69%Q1 2014Q3 202339
EP Wealth Advisors, LLC 2740.01%0.43%1.05%Q2 2013Q3 202339
One Capital Management, LLC 39390.02%0.20%0.46%Q1 2014Q3 202339
VIRGINIA RETIREMENT SYSTEMS ET AL 2440.00%0.32%0.63%Q2 2013Q2 202339
SIT INVESTMENT ASSOCIATES INC 39390.08%0.43%0.90%Q1 2014Q3 202339
St. Johns Investment Management Company, LLC 39390.01%0.21%0.64%Q1 2014Q3 202339
LINCOLN NATIONAL CORP 39390.02%0.08%0.16%Q1 2014Q3 202339
EATON VANCE MANAGEMENT 38380.41%0.66%0.91%Q2 2013Q3 202238
ATLANTA CAPITAL MANAGEMENT CO L L C 38380.16%0.46%1.06%Q2 2013Q3 202238
ATWOOD & PALMER INC 38380.00%0.01%0.02%Q2 2014Q3 202338
Garde Capital, Inc. 38380.29%0.44%0.70%Q2 2014Q3 202338
Stratos Wealth Partners, LTD. 38380.08%0.15%0.24%Q2 2014Q3 202338
MAIRS & POWER INC 27110.00%0.01%0.01%Q4 2013Q3 202338
KELLY LAWRENCE W & ASSOCIATES INC/CA 3620.00%0.01%0.02%Q1 2014Q3 202338
COLONY GROUP LLC 2990.00%0.06%0.15%Q4 2013Q3 202338
Checchi Capital Advisers, LLC 38380.06%0.12%0.19%Q2 2014Q3 202338
ALTA CAPITAL MANAGEMENT LLC/ 38380.02%1.31%3.76%Q2 2014Q3 202338
Winch Advisory Services, LLC 3530.00%0.63%5.31%Q1 2014Q3 202338
Merriman Wealth Management, LLC 3710.08%0.44%1.91%Q1 2014Q3 202338
DOWLING & YAHNKE LLC 38380.37%0.68%0.87%Q2 2013Q3 202238
Capula Management Ltd 960.00%0.27%1.64%Q3 2019Q3 202338
NICHOLS & PRATT ADVISERS LLP /MA 38380.03%0.52%1.04%Q2 2014Q3 202338
BUCKINGHAM STRATEGIC WEALTH, LLC 35350.00%0.12%0.36%Q1 2015Q3 202338
Copeland Capital Management, LLC 38380.10%0.24%0.69%Q2 2014Q3 202338
Hendershot Investments Inc. 38381.02%1.86%3.00%Q2 2014Q3 202338
Triangle Securities Wealth Management 38380.15%0.24%0.49%Q2 2014Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.02%0.06%0.15%Q2 2013Q3 202238
CANADA PENSION PLAN INVESTMENT BOARD 3410.00%0.09%0.25%Q3 2013Q3 202338
BALASA DINVERNO & FOLTZ LLC 38380.02%0.08%0.16%Q2 2013Q3 202238
BRR OpCo, LLC 38380.19%0.67%1.26%Q2 2013Q3 202238
Covington Capital Management 38380.16%0.39%0.79%Q2 2013Q3 202238
Ironwood Investment Counsel, LLC 38380.11%0.85%1.57%Q2 2014Q3 202338
Hayek Kallen Investment Management 38380.23%1.37%2.38%Q2 2014Q3 202338
First Heartland Consultants, Inc. 38380.02%0.19%0.54%Q2 2014Q3 202338
Zuckerman Investment Group, LLC 3620.04%0.47%1.36%Q3 2013Q3 202338
Ashfield Capital Partners, LLC 38380.33%0.89%2.05%Q2 2013Q3 202238
Penobscot Investment Management Company, Inc. 24140.04%0.11%0.32%Q1 2014Q3 202338
ZEVIN ASSET MANAGEMENT LLC 38380.05%0.67%2.87%Q2 2014Q3 202338
FIL Ltd 3530.01%0.05%0.14%Q4 2013Q3 202338
Aureus Asset Management, LLC 3530.02%0.43%2.45%Q2 2013Q3 202338
Perigon Wealth Management, LLC 1810.01%0.20%0.50%Q3 2011Q3 202337
ROWLANDMILLER & PARTNERS.ADV 37370.04%0.17%0.56%Q4 2014Q4 202337
HOWE & RUSLING INC 37370.00%0.25%1.21%Q3 2013Q3 202237
BALDWIN BROTHERS LLC/MA 3310.05%1.22%2.65%Q2 2013Q4 202337
First Long Island Investors, LLC 37371.50%2.75%4.52%Q3 2014Q3 202337
FAS Wealth Partners, Inc. 3510.05%0.11%0.26%Q4 2013Q3 202337
Lowe Wealth Advisors, LLC 37370.02%0.04%0.06%Q4 2014Q4 202337
THOMPSON SIEGEL & WALMSLEY LLC 3520.00%0.00%0.01%Q2 2013Q3 202337
Ballentine Partners, LLC 2750.00%0.04%0.08%Q3 2015Q3 202337
Fiera Capital Corp 3430.01%0.04%0.28%Q4 2013Q3 202337
Atlas Brown,Inc. 3430.05%0.23%0.42%Q2 2013Q3 202237
PATHSTONE FAMILY OFFICE, LLC 1910.00%0.06%0.23%Q2 2013Q3 202337
AMERICAN NATIONAL BANK 37370.00%0.06%0.28%Q3 2014Q3 202337
Stillwater Investment Management, LLC 21160.83%1.16%1.49%Q4 2013Q1 202337
RATIONAL ADVISORS LLC 1310.00%0.21%1.13%Q3 2011Q3 202337
Hodges Capital Management Inc. 3610.01%0.10%0.51%Q2 2013Q2 202337
National Pension Service 37370.18%0.36%0.50%Q3 2014Q3 202337
WMS Partners, LLC 1450.03%0.08%0.16%Q4 2013Q3 202337
ADVISOR PARTNERS LLC 37370.14%0.34%0.51%Q2 2013Q2 202237
Brown Advisory Securities, LLC 37370.24%0.83%1.74%Q2 2013Q2 202237
Bray Capital Advisors 36360.66%1.39%2.48%Q4 2014Q3 202336
Godshalk Welsh Capital Management, Inc. 36360.57%0.92%1.30%Q4 2014Q3 202336
Community Bank, N.A. 36360.02%0.09%0.18%Q4 2014Q3 202336
PITTENGER & ANDERSON INC 36360.02%0.11%0.48%Q4 2014Q3 202336
BUTENSKY & COHEN FINANCIAL SECURITY, INC 36360.74%1.55%2.06%Q4 2014Q3 202336
OGOREK ANTHONY JOSEPH /NY/ /ADV 36360.01%0.01%0.02%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.08%0.22%0.44%Q4 2014Q3 202336
Vigilant Capital Management, LLC 1910.00%0.32%1.64%Q3 2013Q2 202336
First Personal Financial Services 36360.28%1.21%2.05%Q4 2014Q3 202336
IBM Retirement Fund 36360.24%0.33%0.45%Q2 2013Q1 202236
Lincoln Capital LLC 36363.86%5.55%6.92%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.15%0.21%0.29%Q4 2014Q3 202336
BAHL & GAYNOR INC 3510.00%1.05%1.93%Q4 2013Q3 202336
COUNTRY TRUST BANK 36360.00%0.00%0.00%Q1 2015Q4 202336
Candriam S.C.A. 36360.07%0.37%1.30%Q4 2014Q3 202336
ACG Wealth 3510.02%0.49%1.09%Q2 2013Q2 202236
Deane Retirement Strategies, Inc. 36360.01%0.16%2.21%Q4 2014Q3 202336
Advisory Services Network, LLC 2710.00%0.14%0.31%Q4 2013Q3 202336
DONALDSON CAPITAL MANAGEMENT, LLC 3510.06%1.19%3.76%Q4 2012Q3 202336
Profit Investment Management, LLC 36360.23%0.87%2.62%Q4 2014Q3 202336
Madrona Financial Services, LLC 36360.34%0.61%1.00%Q4 2014Q3 202336
BARINGS LLC 19170.01%0.08%0.22%Q2 2013Q2 202236
VAN ECK ASSOCIATES CORP 36360.00%0.06%0.27%Q4 2014Q3 202336
Capital Investment Advisors, LLC 36360.02%0.04%0.08%Q1 2015Q4 202336
Cable Hill Partners, LLC 36360.14%0.26%0.59%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.03%0.94%2.04%Q2 2013Q1 202236
NICHOLAS COMPANY, INC. 36360.15%0.80%1.19%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.02%0.10%0.27%Q4 2014Q3 202336
People's United Financial, Inc. 36360.05%0.16%0.48%Q2 2013Q1 202236
HOERTKORN RICHARD CHARLES 21150.02%1.14%2.40%Q4 2013Q3 202336
ACADIAN ASSET MANAGEMENT LLC 36360.00%0.05%0.60%Q4 2014Q3 202336
COMPTON CAPITAL MANAGEMENT INC /RI 36360.13%0.50%0.95%Q2 2013Q1 202236
Boston Trust Walden Corp 36360.00%0.59%0.92%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 3410.00%0.14%0.36%Q2 2013Q3 202336
MCF Advisors LLC 1710.00%0.01%0.16%Q4 2011Q3 202336
Motley Fool Wealth Management, LLC 36360.70%2.31%5.13%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.02%0.25%1.53%Q4 2014Q3 202336
Verition Fund Management LLC 910.00%0.04%0.14%Q2 2013Q3 202336
Mengis Capital Management, Inc. 36360.19%0.38%0.63%Q4 2014Q3 202336
Sigma Planning Corp 36360.11%0.18%0.29%Q4 2014Q3 202336
Fragasso Group Inc. 36360.11%0.52%0.86%Q1 2015Q4 202336
Glassman Wealth Services 36360.06%0.12%0.16%Q4 2014Q3 202336
SONATA CAPITAL GROUP INC 36360.22%0.61%1.41%Q4 2014Q3 202336
Long Road Investment Counsel, LLC 36362.75%3.81%5.17%Q4 2014Q3 202336
BANK OF THE WEST 36360.04%0.46%1.04%Q1 2014Q4 202236
MONTAG & CALDWELL, LLC 36360.02%2.41%3.75%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.14%0.24%0.31%Q2 2013Q1 202236
Private Wealth Partners, LLC 1930.08%0.66%1.50%Q2 2013Q3 202336
Azimuth Capital Management LLC 36360.10%0.60%0.86%Q2 2013Q1 202236
SVB WEALTH LLC 36360.12%0.54%1.46%Q4 2014Q3 202336
AIMZ Investment Advisors, LLC 36360.18%0.26%0.32%Q4 2014Q3 202336
Northstar Group, Inc. 36361.56%2.22%2.79%Q4 2014Q3 202336
FISHMAN JAY A LTD/MI 20150.09%1.61%3.80%Q2 2013Q3 202335
Cranbrook Wealth Management, LLC 3230.00%0.01%0.05%Q4 2013Q3 202335
TDAM USA INC. 35350.06%0.20%0.50%Q2 2013Q4 202135
HBK Sorce Advisory LLC 20150.03%0.11%0.27%Q4 2014Q3 202335
REILLY FINANCIAL ADVISORS, LLC 35350.03%0.12%0.17%Q2 2013Q4 202135
ALTFEST L J & CO INC 21140.06%0.14%0.29%Q4 2014Q3 202335
EXENCIAL WEALTH ADVISORS, LLC 2610.02%0.63%1.55%Q1 2013Q3 202335
Alley Co LLC 35351.06%1.67%2.45%Q2 2013Q4 202135
Patten Group, Inc. 35350.05%0.25%0.62%Q1 2015Q3 202335
FRONT BARNETT ASSOCIATES LLC 35350.05%0.08%0.11%Q2 2013Q4 202135
MURPHY CAPITAL MANAGEMENT INC 21140.04%0.37%0.92%Q2 2013Q2 202235
Cypress Capital Management LLC (WY) 21140.01%0.56%2.66%Q4 2014Q3 202335
FIRST MIDWEST BANK TRUST DIVISION 35350.10%0.30%0.72%Q2 2013Q4 202135
J.P. Marvel Investment Advisors, LLC 1590.40%1.95%4.75%Q2 2013Q3 202335
Marble Harbor Investment Counsel, LLC 35350.06%0.14%0.20%Q1 2015Q3 202335
CWM, LLC 2520.00%0.08%0.98%Q3 2013Q3 202335
MEYER HANDELMAN CO 35350.02%0.25%0.40%Q1 2015Q3 202335
ZACKS INVESTMENT MANAGEMENT 35350.00%0.28%0.55%Q4 2014Q2 202335
Parsec Financial Management, Inc. 35350.29%0.85%1.68%Q3 2014Q1 202335
Bank OZK 35350.11%0.71%1.37%Q1 2015Q3 202335
MAR VISTA INVESTMENT PARTNERS LLC 20150.84%2.19%4.60%Q1 2013Q3 202335
Hanson & Doremus Investment Management 35350.00%0.18%0.64%Q1 2015Q3 202335
HIGHLAND CAPITAL MANAGEMENT, LLC 20150.04%0.32%0.71%Q4 2014Q3 202335
ASSOCIATED BANC-CORP 35350.22%0.38%0.52%Q1 2015Q3 202335
Ithaka Group 3050.03%2.42%7.05%Q2 2013Q1 202235
Spectrum Management Group, LLC 3050.01%0.31%1.98%Q4 2013Q3 202235
FIRST QUADRANT LLC/CA 35350.07%0.29%0.82%Q2 2013Q4 202135
River Wealth Advisors LLC 35350.05%0.14%0.35%Q1 2015Q3 202335
Pensionfund DSM Netherlands 35350.23%0.71%1.06%Q2 2013Q4 202135
Alpha Cubed Investments, LLC 35350.03%0.58%1.39%Q1 2015Q3 202335
Caprock Group, LLC 3320.15%0.27%0.49%Q4 2014Q3 202335
FORVIS Wealth Advisors, LLC 35350.02%0.03%0.05%Q1 2015Q3 202335
AllSquare Wealth Management LLC 25100.07%0.16%0.29%Q4 2014Q3 202335
Carroll Financial Associates, Inc. 35350.02%0.05%0.07%Q2 2013Q4 202135
PINNACLE FINANCIAL PARTNERS INC 35350.02%0.09%0.22%Q1 2015Q3 202335
Allworth Financial LP 35350.01%0.02%0.04%Q1 2015Q3 202335
Carlton Hofferkamp & Jenks Wealth Management, LLC 21140.29%1.04%2.18%Q4 2013Q3 202335
Argent Trust Co 35350.11%0.44%0.78%Q1 2015Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.05%0.14%0.33%Q1 2015Q3 202335
State of New Jersey Common Pension Fund D 18170.02%0.20%0.32%Q3 2014Q3 202335
SouthState Corp 2810.02%0.07%0.24%Q4 2013Q3 202335
Voya Financial Advisors, Inc. 35350.09%0.17%0.33%Q1 2015Q3 202335
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.01%0.13%0.73%Q4 2016Q3 202335
CIBC WORLD MARKETS CORP 34340.03%0.22%0.90%Q2 2015Q3 202334
Curbstone Financial Management Corp 22120.14%0.23%0.36%Q1 2015Q4 202334
THOMAS STORY & SON LLC 34340.12%0.21%0.28%Q3 2013Q4 202134
Tarbox Family Office, Inc. 34340.01%0.04%0.12%Q4 2013Q1 202234
Parkside Financial Bank & Trust 3310.01%0.05%0.16%Q2 2014Q3 202334
American National Registered Investment Advisor, Inc. 34340.17%0.31%0.51%Q4 2013Q1 202234
Alberta Investment Management Corp 1910.01%0.08%0.16%Q1 2014Q3 202334
Evanson Asset Management, LLC 34340.03%0.06%0.12%Q2 2015Q3 202334
SECURITY NATIONAL TRUST CO 34340.23%0.36%0.88%Q2 2013Q3 202134
CAMBRIDGE TRUST CO 34340.08%0.71%1.40%Q2 2015Q3 202334
Arete Wealth Advisors, LLC 3130.02%0.27%1.74%Q4 2014Q3 202334
IFP Advisors, Inc 17140.00%0.23%0.45%Q4 2015Q3 202334
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 34340.02%0.19%0.47%Q2 2015Q3 202334
RiverPark Advisors, LLC 2010.16%1.27%2.74%Q2 2013Q3 202334
Winfield Associates, Inc. 34340.04%0.24%0.51%Q4 2013Q1 202234
QUADRANT CAPITAL GROUP LLC 34340.05%0.16%0.41%Q2 2015Q3 202334
Personal Capital Advisors Corp 34340.05%0.51%0.93%Q3 2014Q4 202234
World Asset Management Inc 34340.23%0.29%0.38%Q2 2013Q3 202134
Focused Wealth Management, Inc 34340.00%0.02%0.18%Q2 2015Q3 202334
MOUNT VERNON ASSOCIATES INC /MD/ 34340.43%2.39%3.30%Q2 2015Q3 202334
Pegasus Partners Ltd. 34340.13%0.40%0.93%Q2 2015Q3 202334
NS Partners Ltd 34340.68%0.99%1.36%Q2 2015Q3 202334
Lombard Odier Asset Management (Switzerland) SA 1390.02%0.14%0.37%Q2 2014Q2 202334
Formidable Asset Management, LLC 1610.02%0.42%0.94%Q3 2013Q3 202334
Notis-McConarty Edward 2150.07%0.32%0.55%Q4 2013Q3 202334
TWO SIGMA ADVISERS, LP 810.00%0.32%1.18%Q2 2013Q3 202334
Bristol Gate Capital Partners Inc. 34343.39%4.53%5.62%Q2 2015Q3 202334
Brinker Capital Investments, LLC 3220.00%0.07%0.42%Q3 2013Q4 202234
SFMG, LLC 20140.04%0.14%0.38%Q3 2013Q3 202334
BURNEY CO/ 3220.01%0.08%0.24%Q3 2013Q3 202334
AMERICAN NATIONAL INSURANCE CO 34340.25%0.38%0.52%Q4 2013Q1 202234
Connor, Clark & Lunn Investment Management Ltd. 3110.00%0.13%0.42%Q2 2014Q2 202334
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 34340.28%0.60%0.89%Q2 2015Q3 202334
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 34340.04%0.11%0.74%Q2 2015Q3 202334
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.01%0.06%0.15%Q2 2015Q3 202334
AMP Capital Investors Ltd 34340.10%0.30%0.55%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.31%0.54%0.95%Q2 2015Q3 202334
TWIN CAPITAL MANAGEMENT INC 2510.02%0.38%0.62%Q2 2013Q3 202334
NATIXIS 910.01%0.33%1.25%Q2 2013Q3 202333
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.00%0.70%0.98%Q4 2015Q3 202333
QS Investors, LLC 33330.01%0.08%0.84%Q2 2013Q2 202133
Aristotle Capital Management, LLC 21120.00%0.00%0.00%Q2 2015Q3 202333
Foundry Partners, LLC 1820.01%0.20%1.09%Q4 2013Q3 202333
Dana Investment Advisors, Inc. 21120.01%0.07%0.28%Q2 2015Q3 202333
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2150.03%0.41%2.02%Q3 2013Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.15%0.24%0.34%Q2 2013Q2 202133
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1830.02%0.09%0.29%Q2 2013Q1 202333
PineBridge Investments, L.P. 2030.00%0.29%1.26%Q2 2013Q3 202333
AMUNDI ASSET MANAGEMENT US, INC. 3210.13%0.72%1.33%Q4 2012Q1 202133
APPLETON PARTNERS INC/MA 19140.03%0.45%1.54%Q1 2014Q4 202333
Savant Capital, LLC 33330.06%0.15%0.25%Q3 2015Q3 202333
Endurance Wealth Management, Inc. 33330.00%0.13%0.53%Q2 2015Q2 202333
Paradigm Financial Advisors, LLC 33330.10%0.25%0.52%Q4 2013Q4 202133
Pacer Advisors, Inc. 3210.01%0.24%0.62%Q4 2013Q3 202333
Versant Capital Management, Inc 33330.04%0.07%0.11%Q4 2015Q4 202333
CenterStar Asset Management, LLC 610.00%0.30%1.54%Q4 2017Q4 202233
BADGLEY PHELPS & BELL INC 33330.15%0.85%1.89%Q2 2013Q2 202133
QCI ASSET MANAGEMENT INC/NY 3120.00%1.17%2.25%Q2 2013Q3 202133
Glovista Investments LLC 33330.07%0.17%0.40%Q2 2013Q2 202133
ZWJ INVESTMENT COUNSEL INC 1730.01%0.03%0.12%Q1 2015Q3 202333
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 33330.04%0.31%0.69%Q3 2015Q3 202333
Reynders McVeigh Capital Management, LLC 3110.04%0.72%1.19%Q2 2013Q3 202333
MARK SHEPTOFF FINANCIAL PLANNING, LLC 20130.00%0.14%0.75%Q2 2015Q3 202333
Capital Analysts, LLC 33330.01%0.13%0.66%Q3 2015Q3 202333
Smead Capital Management, Inc. 33330.40%1.20%3.55%Q2 2013Q2 202133
VAUGHAN DAVID INVESTMENTS LLC/IL 33330.01%0.13%1.06%Q3 2015Q3 202333
Brookmont Capital Management 3030.12%0.43%0.88%Q4 2014Q2 202333
Baltimore-Washington Financial Advisors, Inc. 1960.01%0.55%1.30%Q4 2013Q3 202333
Chicago Partners Investment Group LLC 3030.00%0.06%0.12%Q4 2014Q3 202333
Stonehage Fleming Financial Services Holdings Ltd 3120.00%1.47%4.89%Q4 2014Q3 202333
WHALEROCK POINT PARTNERS, LLC 2940.09%0.13%0.21%Q2 2015Q3 202333
Avalon Investment & Advisory 1830.01%0.34%1.33%Q2 2013Q1 202333
ROYAL LONDON ASSET MANAGEMENT LTD 2240.13%0.33%0.98%Q2 2013Q3 202333
Ascent Wealth Partners, LLC 3030.05%1.10%1.46%Q1 2015Q3 202333
Stuart Chaussee & Associates, Inc. 32320.08%0.48%2.16%Q4 2015Q3 202332
BP PLC 18140.08%0.39%1.24%Q2 2013Q2 202132
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2110.00%0.20%0.53%Q2 2013Q4 202232
WESTWOOD MANAGEMENT CORP /IL/ 2040.02%0.05%0.08%Q2 2013Q1 202232
R.H. Dinel Investment Counsel, Inc. 20124.55%6.26%9.63%Q4 2013Q3 202332
Glenview Trust Co 2810.03%0.28%0.93%Q4 2012Q3 202332
FRG Family Wealth Advisors LLC 32320.16%0.23%0.40%Q4 2015Q3 202332
TRUE Private Wealth Advisors 32320.14%0.25%0.45%Q4 2015Q3 202332
ING GROEP NV 1310.02%0.25%0.58%Q4 2013Q3 202332
American Research & Management Co. 32320.00%0.01%0.01%Q4 2014Q3 202232
Cottage Street Advisors LLC 32320.00%1.55%2.79%Q4 2015Q3 202332
RPG Investment Advisory, LLC 32320.01%1.39%2.14%Q4 2015Q3 202332
NICOLET BANKSHARES INC 32320.12%0.29%0.48%Q4 2015Q3 202332
Berkeley Capital Partners, LLC 32320.32%0.53%0.71%Q4 2015Q3 202332
Ausdal Financial Partners, Inc. 32320.05%0.16%0.33%Q4 2015Q3 202332
Hills Bank & Trust Co 32320.03%0.43%0.81%Q4 2015Q3 202332
Cedar Wealth Management, LLC 32320.07%0.12%0.30%Q4 2015Q3 202332
GRIFFIN ASSET MANAGEMENT, INC. 2630.06%0.83%1.56%Q2 2013Q3 202332
First PREMIER Bank 32320.03%0.32%0.51%Q4 2015Q3 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.26%0.35%0.55%Q4 2015Q3 202332
OLD SECOND NATIONAL BANK OF AURORA 2750.00%0.56%0.97%Q1 2015Q3 202332
LONDON CO OF VIRGINIA 2120.00%0.45%2.55%Q2 2015Q3 202332
WIMMER ASSOCIATES 1, LLC 32321.28%1.86%2.64%Q4 2015Q3 202332
Carmichael Hill & Associates, Inc. 16160.00%0.04%0.10%Q4 2019Q3 202332
Clarius Group, LLC 32320.50%2.12%5.36%Q4 2015Q3 202332
TELEMUS CAPITAL, LLC 3110.02%0.10%0.21%Q3 2013Q3 202332
Gerber Kawasaki Wealth & Investment Management 32320.08%1.02%4.62%Q4 2015Q3 202332
Alpha Omega Wealth Management LLC 32320.04%0.06%0.09%Q4 2015Q3 202332
DUPONT CAPITAL MANAGEMENT CORP 1710.01%0.10%0.42%Q2 2013Q4 202232
Proficio Capital Partners LLC 32320.02%0.49%1.02%Q4 2015Q3 202332
PARK NATIONAL CORP /OH/ 2570.01%0.02%0.03%Q4 2015Q4 202332
BBVA USA Bancshares, Inc. 32320.03%0.23%0.65%Q2 2013Q1 202132
Bristlecone Advisors, LLC 32320.47%0.89%1.33%Q4 2015Q3 202332
FIRST NATIONAL BANK OF OMAHA 2310.01%0.45%1.06%Q2 2013Q3 202332
SFE Investment Counsel 32320.09%0.27%0.98%Q4 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.06%0.16%0.42%Q4 2015Q3 202332
Van Hulzen Asset Management, LLC 32320.05%0.31%1.71%Q4 2015Q3 202332
Dynamic Advisor Solutions LLC 2820.00%0.24%0.57%Q1 2014Q3 202332
Point72 Asset Management, L.P. 620.00%0.14%0.79%Q2 2014Q3 202332
Archford Capital Strategies, LLC 1310.00%0.09%0.26%Q1 2014Q1 202332
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2660.08%0.29%0.82%Q2 2013Q2 202132
LS Investment Advisors, LLC 32320.01%0.11%0.19%Q2 2013Q1 202132
Anchor Investment Management, LLC 32320.15%0.35%0.62%Q1 2016Q4 202332
EVERMAY WEALTH MANAGEMENT LLC 16160.01%0.16%1.12%Q4 2013Q3 202332
Cetera Investment Advisers 32320.09%0.19%0.37%Q4 2015Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.03%0.14%0.57%Q4 2015Q3 202332
Grove Bank & Trust 32320.02%0.19%0.43%Q4 2015Q3 202332
KORNITZER CAPITAL MANAGEMENT INC /KS 31310.01%0.07%0.16%Q1 2016Q3 202331
Kistler-Tiffany Companies, LLC 31310.03%0.20%0.31%Q4 2015Q2 202331
Granite Investment Partners, LLC 19120.01%0.61%1.50%Q2 2013Q3 202331
RICE HALL JAMES & ASSOCIATES, LLC 1540.01%0.02%0.04%Q2 2013Q3 202331
Frontier Wealth Management LLC 31310.03%0.58%1.50%Q4 2014Q2 202231
Boltwood Capital Management 31310.09%0.39%0.90%Q2 2016Q4 202331
ORRSTOWN FINANCIAL SERVICES INC 31310.28%1.08%1.57%Q3 2014Q1 202231
FIRST INTERSTATE BANK 2230.01%0.64%1.69%Q3 2015Q3 202331
GODSEY & GIBB, INC 2512.06%2.85%8.50%Q1 2015Q3 202331
HALL CAPITAL MANAGEMENT CO INC 1740.31%0.94%1.57%Q4 2014Q3 202331
Geneos Wealth Management Inc. 31310.05%0.22%0.42%Q1 2016Q3 202331
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17140.08%0.45%0.93%Q4 2015Q3 202331
MASON STREET ADVISORS, LLC 31310.19%0.28%0.37%Q2 2013Q4 202031
LVW Advisors, LLC 2560.06%0.50%1.04%Q1 2015Q3 202331
Integrated Investment Consultants, LLC 2380.11%0.25%0.50%Q4 2015Q3 202331
NAPLES GLOBAL ADVISORS, LLC 31310.09%0.36%0.63%Q1 2016Q3 202331
Balentine LLC 2040.00%0.02%0.04%Q1 2015Q3 202331
Asset Dedication, LLC 2650.05%0.16%0.28%Q4 2015Q3 202331
GLENVIEW STATE BANK TRUST DEPT. 31311.50%2.28%2.89%Q4 2013Q2 202131
Avior Wealth Management, LLC 2470.00%0.08%0.16%Q4 2015Q3 202331
American Money Management, LLC 2130.15%1.19%2.34%Q3 2015Q3 202331
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 31310.20%0.55%1.10%Q1 2016Q3 202331
M&R CAPITAL MANAGEMENT INC 31310.00%0.01%0.02%Q2 2016Q4 202331
INTACT INVESTMENT MANAGEMENT INC. 1470.01%0.12%0.29%Q3 2013Q3 202331
NEXT Financial Group, Inc 31310.01%0.19%0.57%Q2 2014Q4 202131
Texas Yale Capital Corp. 1460.02%0.03%0.05%Q3 2015Q3 202331
VONTOBEL ASSET MANAGEMENT INC 31310.17%0.91%1.85%Q2 2013Q4 202031
Trust Co 1610.00%0.56%1.96%Q1 2015Q3 202331
Hartford Financial Management Inc. 16150.00%0.00%0.01%Q3 2015Q3 202331
WealthPLAN Partners, LLC 2110.03%0.07%0.11%Q1 2015Q4 202331
ROPES WEALTH ADVISORS LLC 2740.00%0.09%0.16%Q4 2015Q3 202331
Roble, Belko & Company, Inc 31310.00%0.00%0.01%Q1 2016Q3 202331
Jaffetilchin Investment Partners, LLC 2020.04%0.16%0.80%Q2 2013Q3 202331
Handelsbanken Fonder AB 31310.14%0.29%0.50%Q4 2015Q2 202331
Aperio Group, LLC 31310.18%0.27%0.36%Q2 2013Q4 202031
Sutton Wealth Advisors Inc. 31310.08%0.21%0.32%Q1 2016Q3 202331
L & S Advisors Inc 1310.04%0.64%2.12%Q4 2013Q2 202331
Douglas Lane & Associates, LLC 31310.02%0.07%0.35%Q1 2016Q3 202331
Skandinaviska Enskilda Banken AB (publ) 31310.09%0.16%0.25%Q4 2015Q2 202331
AMF Tjanstepension AB 30300.47%0.80%1.21%Q4 2014Q1 202230
ASPIRIANT, LLC 2370.02%0.03%0.05%Q1 2016Q3 202330
PALLADIUM PARTNERS LLC 2710.00%0.64%1.16%Q2 2013Q1 202230
BOSTON FINANCIAL MANGEMENT LLC 30300.02%0.04%0.10%Q2 2016Q3 202330
Indiana Trust & Investment Management CO 1320.10%0.14%0.18%Q2 2015Q3 202330
MISSION WEALTH MANAGEMENT, LP 2460.04%0.10%0.23%Q1 2016Q3 202330
Cornerstone Advisors, Inc. 30300.02%0.10%0.28%Q2 2013Q3 202030
Royal Fund Management, LLC 28280.01%0.40%1.39%Q4 2016Q3 202330
Saratoga Research & Investment Management 30300.04%2.44%3.67%Q2 2016Q3 202330
Laffer Tengler Investments, Inc. 1330.00%0.86%1.52%Q2 2015Q3 202330
Mandatum Life Insurance Co Ltd 30300.39%0.88%1.63%Q4 2015Q1 202330
HHR Asset Management, LLC 20103.95%4.30%4.99%Q2 2013Q1 202230
HighTower Trust Company, N.A. 30300.25%0.66%0.90%Q4 2015Q1 202330
GILDER GAGNON HOWE & CO LLC 16140.00%0.26%1.25%Q2 2013Q3 202330
Front Street Capital Management, Inc. 30300.17%0.24%0.30%Q2 2016Q3 202330
ALLSTATE CORP 20100.02%0.28%1.74%Q1 2015Q3 202330
WEBSTER BANK, N. A. 30300.00%0.03%0.09%Q2 2016Q3 202330
Simplicity Solutions, LLC 2370.02%0.14%0.50%Q4 2015Q3 202330
NBT BANK N A /NY 2020.03%0.07%0.16%Q3 2015Q3 202330
Mn Services Vermogensbeheer B.V. 20100.18%0.51%0.90%Q1 2016Q3 202330
AE Wealth Management LLC 28280.00%0.07%0.17%Q4 2016Q3 202330
Lombard Odier Asset Management (Europe) Ltd 2010.01%0.23%1.22%Q4 2014Q1 202330
RPg Family Wealth Advisory, LLC 2120.04%1.01%3.98%Q4 2015Q3 202330
V Wealth Advisors LLC 18110.01%0.22%0.34%Q1 2016Q2 202330
ALPS ADVISORS INC 920.00%0.03%0.15%Q3 2013Q3 202330
Edge Wealth Management LLC 2640.00%0.01%0.01%Q1 2014Q4 202130
Capital International Investors 2460.07%0.70%1.64%Q2 2013Q3 202330
Intersect Capital LLC 2820.11%0.21%0.35%Q4 2014Q2 202230
ONTARIO TEACHERS PENSION PLAN BOARD 30300.05%0.28%1.09%Q2 2013Q3 202030
Koshinski Asset Management, Inc. 30300.09%0.25%0.97%Q2 2016Q3 202330
INGALLS & SNYDER LLC 2440.00%0.02%0.03%Q2 2016Q3 202330
KINGS POINT CAPITAL MANAGEMENT 30300.01%0.02%0.04%Q4 2014Q1 202230
DE BURLO GROUP INC 2730.00%1.21%3.78%Q2 2013Q3 202230
Hedeker Wealth, LLC 30300.41%0.99%1.57%Q2 2016Q3 202330
GROUP ONE TRADING, L.P. 1510.00%0.01%0.06%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.16%0.27%0.41%Q2 2013Q3 202030
Nicholas Hoffman & Company, LLC. 30300.02%0.11%0.25%Q2 2016Q3 202330
Aldebaran Financial Inc. 30300.76%1.33%1.89%Q2 2016Q3 202330
ALPHA WINDWARD LLC 30300.00%0.10%0.22%Q2 2013Q3 202030
Jacobi Capital Management LLC 30300.04%0.13%0.21%Q2 2016Q3 202330
IMA Wealth, Inc. 2220.00%0.10%0.30%Q2 2013Q3 202330
Narwhal Capital Management 30300.08%0.62%1.15%Q2 2016Q3 202330
Peloton Wealth Strategists 2910.60%2.47%3.20%Q2 2014Q3 202330
HALL LAURIE J TRUSTEE 1330.01%0.01%0.02%Q4 2015Q3 202329
CAAS CAPITAL MANAGEMENT LP 850.01%0.26%1.15%Q1 2020Q2 202329
Winslow Capital Management, LLC 2320.00%1.54%2.58%Q2 2013Q1 202329
FIRST NATIONAL TRUST CO 19100.02%0.04%0.10%Q1 2016Q3 202329
MARTINGALE ASSET MANAGEMENT L P 29290.01%0.43%0.85%Q2 2013Q2 202029
CONFLUENCE INVESTMENT MANAGEMENT LLC 29290.29%0.93%1.26%Q3 2016Q3 202329
Baystate Wealth Management LLC 2810.00%0.03%0.05%Q2 2013Q3 202329
CHILTON CAPITAL MANAGEMENT LLC 2230.00%1.14%2.58%Q2 2013Q3 202329
Grassi Investment Management 15140.04%0.21%0.41%Q2 2014Q3 202329
Cornerstone Wealth Management, LLC 2530.00%0.07%0.10%Q3 2016Q3 202329
Hudock, Inc. 1840.01%0.02%0.03%Q1 2015Q3 202229
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 19101.41%1.73%2.07%Q2 2013Q2 202129
PICTET BANK & TRUST Ltd 1810.08%1.12%3.98%Q4 2013Q2 202129
Capital International, Inc./CA/ 2360.01%0.62%1.22%Q2 2013Q3 202329
JONES FINANCIAL COMPANIES LLLP 2720.00%0.01%0.01%Q2 2013Q3 202329
CWH Capital Management, Inc. 29290.28%0.45%0.63%Q4 2013Q4 202029
S&CO INC 29290.02%0.03%0.05%Q1 2016Q1 202329
Capital Advisors, Ltd. LLC 29290.01%0.02%0.07%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.07%0.33%Q4 2013Q4 202029
Field & Main Bank 1440.04%0.44%0.74%Q4 2013Q3 202329
Timber Creek Capital Management LLC 29290.00%0.01%0.01%Q3 2016Q3 202329
Darwin Wealth Management, LLC 19100.05%0.20%0.81%Q2 2016Q3 202329
Mirador Capital Partners LP 16130.05%0.19%0.50%Q1 2016Q3 202329
Avantax Planning Partners, Inc. 28280.00%0.05%0.12%Q4 2016Q3 202329
Tredje AP-fonden 2090.07%0.32%0.83%Q2 2015Q3 202329
BTR CAPITAL MANAGEMENT INC 29290.08%0.23%0.46%Q3 2015Q3 202229
CARDEROCK CAPITAL MANAGEMENT INC 29290.06%1.19%1.81%Q3 2014Q3 202129
Morningstar Investment Services LLC 2720.01%0.19%0.58%Q2 2016Q3 202329
Destination Wealth Management 1610.00%0.02%0.04%Q2 2015Q3 202329
WESTWOOD HOLDINGS GROUP INC 2270.00%0.17%0.43%Q1 2016Q3 202329
Independent Advisor Alliance 28280.00%0.22%0.40%Q4 2016Q3 202329
Laurel Wealth Advisors, Inc. 29290.11%0.23%0.39%Q4 2015Q4 202229
FLAGSHIP HARBOR ADVISORS, LLC 28280.04%0.08%0.16%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.10%0.22%0.45%Q4 2016Q3 202328
Matisse Capital 2220.10%0.25%0.54%Q4 2015Q3 202328
Probity Advisors, Inc. 1820.48%0.69%0.90%Q2 2016Q3 202328
Intellectus Partners, LLC 28280.27%0.47%1.06%Q4 2016Q3 202328
FORTE CAPITAL LLC /ADV 14140.09%0.19%0.34%Q3 2014Q3 202328
HM PAYSON & CO 1830.01%0.01%0.02%Q4 2015Q3 202328
LCNB CORP 28280.30%0.60%0.82%Q4 2016Q3 202328
Markel Corporation 28280.02%0.52%0.84%Q4 2016Q3 202328
Banco Santander, S.A. 28280.04%0.13%0.79%Q4 2016Q3 202328
VESTOR CAPITAL, LLC 15130.01%0.02%0.04%Q3 2016Q3 202328
VIKING FUND MANAGEMENT LLC 28280.12%0.39%0.58%Q4 2016Q3 202328
CADENCE CAPITAL MANAGEMENT LLC 2620.02%0.22%0.70%Q1 2013Q3 202028
WESTFIELD CAPITAL MANAGEMENT CO LP 14140.01%0.36%1.02%Q2 2013Q2 202228
Clearstead Advisors, LLC 28280.05%0.08%0.13%Q4 2016Q3 202328
WRAPMANAGER INC 2710.07%0.25%0.47%Q1 2016Q3 202328
PIEDMONT INVESTMENT ADVISORS INC 28280.14%1.12%2.61%Q2 2013Q1 202028
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.01%0.04%0.08%Q4 2016Q3 202328
First American Bank 2080.03%0.25%1.40%Q2 2013Q4 202128
Maple Capital Management, Inc. 28280.11%1.73%2.80%Q4 2016Q3 202328
LORD, ABBETT & CO. LLC 910.01%0.20%0.62%Q2 2013Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.15%0.26%0.35%Q4 2016Q3 202328
GSA CAPITAL PARTNERS LLP 810.01%0.18%0.84%Q2 2013Q3 202328
SMITH, MOORE & CO. 1340.05%0.10%0.28%Q1 2014Q3 202328
WEST PACES ADVISORS INC. 28280.25%0.57%0.90%Q4 2016Q3 202328
Montecito Bank & Trust 1550.06%0.11%0.16%Q3 2015Q4 202328
Ancora Advisors LLC 28280.01%0.11%0.17%Q4 2016Q3 202328
HS Management Partners, LLC 1320.21%2.57%4.39%Q1 2014Q3 202328
Private Wealth Advisors, Inc. 28280.44%0.66%0.89%Q1 2014Q4 202028
TIEDEMANN ADVISORS, LLC 16120.02%0.10%0.19%Q3 2016Q3 202328
Motley Fool Asset Management LLC 28280.99%1.61%2.42%Q4 2016Q3 202328
Autus Asset Management, LLC 1110.04%0.06%0.09%Q4 2013Q4 202228
HARTLINE INVESTMENT CORP/ 2030.04%1.01%2.07%Q2 2013Q3 202228
Richard Bernstein Advisors LLC 28280.06%0.23%0.52%Q2 2015Q1 202228
Partnervest Advisory Services LLC 2250.01%0.17%0.51%Q2 2013Q3 202028
Magellan Asset Management Ltd 28280.00%4.74%7.42%Q4 2016Q3 202328
Ramsay, Stattman, Vela & Price, Inc. 28280.28%1.87%2.53%Q4 2016Q3 202328
RWA WEALTH PARTNERS, LLC 28280.06%0.13%0.40%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.09%0.38%0.99%Q2 2013Q1 202028
Alexandria Capital, LLC 2260.01%0.47%1.56%Q2 2013Q3 202128
Global Retirement Partners, LLC 2070.00%0.10%0.15%Q4 2016Q3 202328
Heritage Wealth Advisors 28280.04%0.09%0.16%Q4 2016Q3 202328
Pflug Koory, LLC 28280.10%0.15%0.23%Q4 2016Q3 202328
WINTON GROUP Ltd 2010.01%0.24%0.84%Q3 2015Q2 202328
Sargent Bickham Lagudis LLC 28280.19%0.35%0.86%Q1 2016Q4 202228
EXANE DERIVATIVES 28280.01%0.08%0.29%Q4 2014Q3 202128
Mercer Capital Advisers, Inc. 28280.17%0.66%1.09%Q4 2014Q3 202128
Steward Partners Investment Advisory, LLC 28280.12%0.18%0.37%Q4 2016Q3 202328
Analyst IMS Investment Management Services Ltd. 28280.06%0.23%0.48%Q4 2016Q3 202328
LGT CAPITAL PARTNERS LTD. 28280.57%1.95%2.70%Q4 2016Q3 202328
SpiderRock Advisors, LLC 2510.02%1.31%6.45%Q1 2017Q3 202328
IFM Investors Pty Ltd 28280.25%0.36%0.49%Q4 2016Q3 202328
Jackson, Grant Investment Advisers, Inc. 1170.00%0.02%0.07%Q4 2015Q3 202328
Moloney Securities Asset Management, LLC 28280.08%0.50%1.19%Q4 2016Q3 202328
Marietta Wealth Management, LLC 28281.01%1.35%1.75%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.08%0.23%0.48%Q4 2016Q3 202328
HCR Wealth Advisors 28280.73%1.17%1.74%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.07%0.12%0.17%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.00%0.12%0.20%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.01%0.80%1.55%Q4 2016Q3 202328
Perennial Advisors, LLC 28280.01%1.13%1.58%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.13%0.34%Q4 2016Q3 202328
RB Capital Management, LLC 28280.04%2.57%3.52%Q4 2016Q3 202328
First Bank & Trust 28280.08%0.26%0.83%Q4 2016Q3 202328
ARTHUR M. COHEN & ASSOCIATES, LLC 2410.19%0.29%0.54%Q3 2014Q3 202328
Russell Investments Group, Ltd. 28280.08%0.21%0.36%Q4 2016Q3 202328
Norway Savings Bank 28280.33%0.52%0.70%Q4 2016Q3 202328
LEAVELL INVESTMENT MANAGEMENT, INC. 2010.01%0.04%0.16%Q2 2010Q3 202327
Lavaca Capital LLC 20200.11%2.00%6.13%Q4 2018Q3 202327
BTC Capital Management, Inc. 2430.03%0.25%0.61%Q3 2014Q2 202127
Cerity Partners LLC 27270.02%0.23%0.48%Q1 2017Q3 202327
Cribstone Capital Management, LLC 27270.02%0.05%0.18%Q2 2016Q4 202227
JACOBS LEVY EQUITY MANAGEMENT, INC 920.01%0.62%1.24%Q3 2013Q2 202227
Traynor Capital Management, Inc. 15120.08%0.26%0.52%Q1 2015Q3 202327
ETRADE Capital Management LLC 2340.01%0.05%0.11%Q2 2013Q3 202027
Brookstone Capital Management 2110.02%0.03%0.08%Q2 2015Q3 202327
Haverford Trust Co 27270.93%1.26%1.54%Q1 2017Q3 202327
CLEARARC CAPITAL INC 27270.24%0.38%0.70%Q2 2013Q4 201927
First Command Bank 27270.01%0.05%0.11%Q4 2016Q2 202327
1834 INVESTMENT ADVISORS CO 27270.00%0.26%1.07%Q1 2017Q3 202327
Steigerwald, Gordon & Koch Inc. 14130.05%0.08%0.11%Q4 2016Q3 202327
GREENWOOD CAPITAL ASSOCIATES LLC 1810.01%0.89%1.48%Q2 2013Q4 202227
CIM INVESTMENT MANAGEMENT INC 1120.16%0.42%0.95%Q2 2013Q2 202227
EVERGREEN CAPITAL MANAGEMENT LLC 2520.04%0.10%0.26%Q2 2013Q3 202327
HOLDERNESS INVESTMENTS CO 27270.12%0.24%0.42%Q1 2017Q3 202327
Haverford Financial Services, Inc. 27271.15%1.80%2.35%Q1 2017Q3 202327
Stonebridge Capital Advisors LLC 27270.23%0.34%0.52%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.00%0.01%0.02%Q4 2016Q3 202327
Harbour Capital Advisors, LLC 1210.06%0.16%0.37%Q4 2014Q4 202327
Epoch Investment Partners, Inc. 27270.01%0.27%1.10%Q1 2017Q3 202327
State of Alaska, Department of Revenue 27270.01%0.19%0.30%Q1 2017Q3 202327
Artisan Partners Limited Partnership 1420.03%0.21%0.45%Q2 2013Q1 202327
Nippon Life Global Investors Americas, Inc. 2030.14%0.93%1.94%Q3 2013Q3 202127
Lenox Wealth Management, Inc. 27270.00%0.08%0.30%Q4 2013Q2 202027
Confluence Wealth Management LLC 27270.58%0.95%1.38%Q1 2014Q3 202027
Hillsdale Investment Management Inc. 820.00%0.05%0.19%Q3 2013Q3 202327
GW&K Investment Management, LLC 1980.00%0.07%0.26%Q3 2016Q3 202327
Highland Private Wealth Management 1890.29%0.45%0.90%Q4 2015Q3 202227
ROFFMAN MILLER ASSOCIATES INC /PA/ 2610.06%1.58%2.49%Q2 2013Q2 202027
FORBES J M & CO LLP 27270.04%0.34%1.58%Q1 2017Q3 202327
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 2073.92%7.83%18.17%Q4 2015Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.08%0.26%0.42%Q2 2013Q4 201927
COMMERZBANK AKTIENGESELLSCHAFT /FI 2340.07%0.25%0.50%Q2 2013Q1 202027
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.20%0.44%0.79%Q2 2013Q4 201927
CS MCKEE LP 27270.40%0.99%1.74%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.06%0.16%0.23%Q1 2017Q3 202327
Raub Brock Capital Management LP 27273.21%3.98%4.78%Q1 2017Q3 202327
CIBC BANK USA 27270.10%0.31%0.66%Q2 2013Q4 201927
First Command Financial Services, Inc. 27270.00%0.05%0.11%Q4 2016Q2 202327
Maryland Capital Management 2510.03%0.15%0.28%Q3 2015Q3 202227
DAVIDSON INVESTMENT ADVISORS 2430.00%1.62%2.50%Q2 2016Q3 202327
CHURCHILL MANAGEMENT Corp 810.06%1.32%8.83%Q2 2013Q3 202327
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 14130.15%0.61%1.36%Q4 2016Q3 202327
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.02%0.04%0.07%Q2 2013Q4 201927
ARGUS INVESTORS' COUNSEL, INC. 27270.98%1.82%2.21%Q3 2015Q1 202227
OPPENHEIMER ASSET MANAGEMENT INC. 27270.17%0.36%0.62%Q1 2017Q3 202327
Heritage Trust Co 27270.00%0.90%1.57%Q1 2017Q3 202327
Atlantic Union Bankshares Corp 27270.07%0.83%1.35%Q1 2017Q3 202327
Venturi Wealth Management, LLC 910.02%0.22%1.22%Q4 2015Q3 202327
Family Legacy, Inc. 27270.68%1.23%1.56%Q1 2017Q3 202327
Exchange Capital Management, Inc. 2220.00%0.57%1.06%Q4 2014Q3 202326
Riggs Asset Managment Co. Inc. 1330.00%0.63%2.48%Q3 2014Q3 202326
Capital International Sarl 2330.20%0.87%1.51%Q2 2013Q4 202226
Coastline Trust Co 26260.04%0.31%0.58%Q2 2017Q3 202326
Gradient Capital Advisors, LLC 1450.01%0.11%0.19%Q4 2018Q3 202326
Acropolis Investment Management, LLC 26260.03%0.06%0.11%Q2 2017Q3 202326
NORTH STAR ASSET MANAGEMENT INC 26260.02%0.03%0.04%Q2 2017Q3 202326
HighPoint Advisor Group LLC 2510.24%0.43%0.76%Q3 2015Q2 202226
SUNTRUST BANKS INC 26260.04%0.08%0.12%Q2 2013Q3 201926
Regal Investment Advisors LLC 1010.02%0.05%0.09%Q2 2013Q3 202326
Regent Investment Management LLC 950.05%0.10%0.17%Q2 2014Q4 202126
Elite Wealth Management, Inc. 1790.06%0.46%1.40%Q3 2012Q4 201926
Engineers Gate Manager LP 1410.01%0.14%0.53%Q4 2014Q3 202326
OneDigital Investment Advisors LLC 26260.01%0.03%0.04%Q2 2017Q3 202326
BAILARD, INC. 2330.01%0.24%0.48%Q4 2016Q3 202326
Radnor Capital Management, LLC 1910.11%0.23%0.36%Q4 2016Q3 202326
BB&T SECURITIES, LLC 26260.05%0.15%0.37%Q2 2013Q3 201926
Oxbow Advisors, LLC 15110.04%0.23%0.82%Q3 2015Q3 202326
Capital Asset Advisory Services LLC 2510.01%0.23%0.79%Q1 2016Q2 202326
LYELL WEALTH MANAGEMENT, LP 26260.27%0.71%0.92%Q2 2017Q3 202326
USCA RIA LLC 26260.03%0.17%0.32%Q1 2015Q2 202126
LGL PARTNERS, LLC 1970.06%0.15%0.32%Q4 2015Q3 202326
MONETA GROUP INVESTMENT ADVISORS LLC 1440.00%0.03%0.06%Q3 2015Q3 202326
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.05%0.07%0.10%Q2 2013Q3 201926
Catalyst Capital Advisors LLC 1510.00%0.09%0.66%Q3 2013Q3 202326
Osher Van de Voorde Investment Management 26260.44%3.98%5.02%Q2 2017Q3 202326
Lenox Wealth Advisors, LLC 1510.00%0.01%0.02%Q4 2013Q1 202226
Nelson Capital Management, LLC 26260.01%0.01%0.03%Q2 2013Q3 201926
Kavar Capital Partners, LLC 2420.10%1.66%2.13%Q4 2013Q3 202026
AFT, FORSYTH & COMPANY, INC. 2420.45%0.64%0.87%Q2 2013Q3 202326
AUA CAPITAL MANAGEMENT, LLC 26260.09%0.14%0.18%Q4 2016Q1 202326
Pensionfund Sabic 26260.62%0.79%1.11%Q1 2015Q2 202126
MADISON INVESTMENT HOLDINGS INC 26260.07%0.34%1.28%Q2 2013Q3 201926
Abbot Financial Management, Inc. 26260.17%0.23%0.35%Q2 2017Q3 202326
Vident Investment Advisory, LLC 2420.00%0.05%0.13%Q2 2015Q2 202326
Municipal Employees' Retirement System of Michigan 2060.04%0.14%0.26%Q3 2013Q1 202026
Mount Yale Investment Advisors, LLC 23230.00%0.26%0.67%Q1 2018Q3 202326
Gotham Asset Management, LLC 2010.00%0.09%0.33%Q4 2013Q3 202326
BANK HAPOALIM BM 1210.02%0.16%0.52%Q4 2013Q4 202126
Homrich & Berg 13130.02%0.05%0.10%Q1 2015Q3 202126
Sowell Financial Services LLC 1060.37%0.72%1.12%Q4 2016Q3 202326
CAXTON ASSOCIATES LP 410.01%0.40%1.34%Q2 2013Q3 202326
SHUFRO ROSE & CO LLC 2420.02%1.02%1.87%Q1 2016Q3 202326
NewEdge Advisors, LLC 26260.03%0.11%0.39%Q2 2017Q3 202326
SIMPLEX TRADING, LLC 710.00%0.11%0.68%Q1 2015Q3 202326
CUTLER INVESTMENT COUNSEL LLC 16100.05%0.09%0.18%Q1 2016Q3 202326
Iowa State Bank 26260.61%0.77%1.05%Q2 2017Q3 202326
OAKBROOK INVESTMENTS LLC 2150.02%1.02%2.89%Q2 2013Q1 202026
MEEDER ASSET MANAGEMENT INC 1260.00%0.23%0.74%Q3 2015Q2 202326
Sustainable Growth Advisers, LP 2151.61%2.65%4.52%Q2 2013Q3 202326
Sunbelt Securities, Inc. 2510.04%0.25%0.61%Q4 2016Q3 202326
Crossmark Global Holdings, Inc. 2510.12%0.37%0.48%Q3 2016Q3 202326
Valeo Financial Advisors, LLC 25250.00%0.23%0.42%Q3 2017Q3 202326
Kiwi Wealth Investments Limited Partnership 710.31%1.01%2.72%Q1 2014Q2 202326
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1410.05%0.08%0.11%Q4 2013Q3 202326
Man Group plc 23230.00%0.29%1.30%Q1 2018Q3 202325
RFG Advisory, LLC 2140.04%0.10%0.18%Q1 2017Q3 202325
CITIZENS & NORTHERN CORP 25250.11%1.09%1.50%Q4 2014Q4 202025
TIAA, FSB 25250.01%0.02%0.03%Q2 2017Q2 202325
FLPUTNAM INVESTMENT MANAGEMENT CO 1710.01%0.11%0.31%Q1 2014Q3 202325
WADDELL & REED FINANCIAL INC 2320.04%0.20%0.54%Q2 2013Q2 202025
MARTIN CURRIE LTD 2230.01%0.83%2.69%Q4 2015Q3 202325
Horan Securities, Inc. 1110.05%0.08%0.12%Q3 2016Q2 202325
NN Investment Partners Holdings N.V. 25250.02%0.12%0.22%Q1 2016Q1 202225
Westside Investment Management, Inc. 1510.08%0.65%1.47%Q4 2016Q3 202325
Point72 Hong Kong Ltd 910.01%0.13%0.90%Q4 2015Q3 202225
Bogart Wealth, LLC 25250.01%0.21%0.49%Q3 2017Q3 202325
WASHINGTON TRUST Co 25250.10%0.63%1.14%Q3 2017Q3 202325
Bellecapital International Ltd. 25250.64%2.39%4.95%Q3 2017Q3 202325
United Asset Strategies, Inc. 1780.05%1.17%2.92%Q2 2016Q3 202325
L. Roy Papp & Associates, LLP 2110.05%0.31%0.66%Q2 2015Q3 202325
Transamerica Financial Advisors, Inc. 1210.00%0.05%0.16%Q2 2013Q3 202325
HERITAGE INVESTORS MANAGEMENT CORP 1410.01%0.02%0.02%Q2 2016Q3 202325
B. Riley Wealth Management, Inc. 1690.09%0.35%1.01%Q1 2014Q2 202225
abrdn plc 25250.03%0.10%0.23%Q3 2017Q3 202325
FinTrust Capital Advisors, LLC 20200.00%0.16%0.46%Q4 2018Q3 202325
Harrington Investments, INC 25251.91%2.41%2.91%Q3 2017Q3 202325
Wealthcare Advisory Partners LLC 25250.03%0.05%0.07%Q3 2017Q3 202325
SIMON QUICK ADVISORS, LLC 2230.03%0.09%0.32%Q4 2016Q3 202325
WATERS PARKERSON & CO., LLC 25250.02%0.02%0.03%Q3 2017Q3 202325
FIRST MERCHANTS CORP 25250.20%0.29%0.41%Q3 2017Q3 202325
Covington Investment Advisors Inc. 25250.99%1.44%1.83%Q3 2017Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.03%0.07%0.40%Q2 2013Q2 201925
CWA Asset Management Group, LLC 1550.02%0.18%1.00%Q4 2015Q3 202325
Institute for Wealth Management, LLC. 1920.00%1.46%1.89%Q2 2017Q3 202325
Waverly Advisors, LLC 1640.00%0.04%0.09%Q4 2013Q3 202325
Sather Financial Group Inc 25250.08%3.08%5.69%Q3 2017Q3 202325
Cascade Investment Advisors, Inc. 2310.06%0.87%1.67%Q2 2016Q1 202325
TOTH FINANCIAL ADVISORY CORP 24240.00%0.56%0.89%Q4 2017Q3 202325
Family Capital Trust Co 25251.31%1.80%2.50%Q3 2017Q3 202325
Burt Wealth Advisors 25250.01%0.04%0.19%Q4 2014Q4 202025
HAMEL ASSOCIATES, INC. 2310.11%1.65%2.52%Q4 2015Q3 202325
MYCIO WEALTH PARTNERS, LLC 1450.01%0.02%0.03%Q2 2013Q4 201925
WestEnd Advisors, LLC 1510.00%1.84%4.88%Q2 2013Q3 202325
MASTRAPASQUA ASSET MANAGEMENT INC 1510.02%1.80%3.26%Q2 2013Q2 202225
Summit X, LLC 2050.13%0.36%0.75%Q2 2017Q3 202325
Capital Wealth Planning, LLC 1910.01%0.26%2.26%Q3 2013Q3 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
ARROWGRASS CAPITAL PARTNERS (US) LP 710.02%0.13%0.58%Q2 2014Q2 201925
Clark Capital Management Group, Inc. 910.00%0.17%0.80%Q2 2013Q3 202325
Corient Capital Partners, LLC 25250.07%0.34%0.56%Q3 2016Q3 202225
Patriot Financial Group Insurance Agency, LLC 2140.00%0.08%0.15%Q2 2017Q3 202325
Edgewood Management 25250.00%0.01%0.01%Q2 2013Q2 201925
Verity & Verity, LLC 25250.45%0.69%1.16%Q3 2017Q3 202325
New England Private Wealth Advisors LLC 2320.06%0.17%0.24%Q4 2012Q3 201925
SeaBridge Investment Advisors LLC 25250.00%0.00%0.01%Q2 2014Q2 202025
Elgethun Capital Management 2410.12%1.65%2.47%Q4 2016Q3 202325
Sonora Investment Management, LLC 25250.04%0.35%1.14%Q3 2015Q3 202125
Assenagon Asset Management S.A. 14100.00%0.15%0.63%Q3 2017Q3 202324
CORDA Investment Management, LLC. 24240.92%2.06%2.60%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.07%0.42%Q4 2017Q3 202324
THORNBURG INVESTMENT MANAGEMENT INC 13110.00%0.22%0.51%Q2 2013Q1 202124
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 14100.26%0.44%0.61%Q1 2012Q1 201824
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 850.01%0.46%2.03%Q1 2017Q3 202324
South Dakota Investment Council 24240.02%0.04%0.08%Q4 2017Q3 202324
CAPITAL GUARDIAN TRUST CO 24240.00%1.01%1.45%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.15%0.21%Q4 2017Q3 202324
MEANS INVESTMENT CO., INC. 20200.00%0.61%1.08%Q4 2018Q3 202324
JT Stratford LLC 24240.09%0.50%1.43%Q4 2017Q3 202324
BerganKDV Wealth Management, LLC 24240.07%0.19%0.62%Q3 2017Q2 202324
NVWM, LLC 24240.00%0.35%0.75%Q4 2017Q3 202324
REDW Wealth LLC 24240.08%0.14%0.21%Q4 2017Q3 202324
Mosaic Family Wealth, LLC 1770.08%0.17%0.38%Q4 2015Q4 202124
WealthTrust-Arizona, LLC 23230.00%0.02%0.04%Q2 2013Q4 201824
Transform Wealth, LLC 2040.04%0.67%1.32%Q2 2016Q3 202324
McIlrath & Eck, LLC 24240.16%0.27%0.38%Q4 2017Q3 202324
Arjuna Capital 24240.46%0.92%1.96%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.17%0.30%0.48%Q2 2013Q1 201924
HL FINANCIAL SERVICES LLC 24240.05%0.11%0.24%Q2 2013Q1 201924
Slow Capital, Inc. 24240.36%0.72%1.00%Q4 2017Q3 202324
Quantitative Investment Management, LLC 510.06%0.51%1.40%Q2 2013Q2 202324
Verdence Capital Advisors LLC 24240.06%0.15%0.27%Q4 2017Q3 202324
Belpointe Asset Management LLC 2130.06%0.12%0.26%Q3 2017Q3 202324
Sawyer & Company, Inc 24240.00%1.01%1.68%Q4 2017Q3 202324
Trellis Advisors, LLC 24241.22%1.68%2.19%Q4 2017Q3 202324
KILEY JUERGENS WEALTH MANAGEMENT, LLC 24243.90%6.56%10.16%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.10%0.18%0.38%Q4 2017Q3 202324
Fulcrum Capital LLC 24240.16%1.78%2.67%Q4 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24240.02%0.13%0.38%Q4 2017Q3 202324
Taylor Hoffman Wealth Management 24240.08%0.17%0.29%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.10%0.16%0.20%Q4 2017Q3 202324
Liberty Capital Management, Inc. 1230.07%0.12%0.19%Q2 2016Q3 202324
Bach Option Ltd 750.08%0.46%0.82%Q1 2016Q1 201924
PLIMOTH TRUST CO LLC 24240.22%0.54%0.85%Q4 2017Q3 202324
Tower View Wealth Management LLC 24241.20%1.96%2.72%Q4 2017Q3 202324
Weil Company, Inc. 24240.21%1.06%1.35%Q4 2017Q3 202324
Stordahl Capital Management, Inc. 24240.10%0.18%0.26%Q4 2017Q3 202324
Front Row Advisors LLC 24240.07%0.11%0.15%Q4 2017Q3 202324
Aries Wealth Management 24240.14%0.28%0.38%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.24%0.44%0.62%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.04%0.15%0.55%Q4 2017Q3 202324
FIRST HAWAIIAN BANK 2110.01%0.06%0.13%Q2 2013Q3 202324
DDD Partners, LLC 24240.09%0.78%3.23%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24240.50%1.35%1.72%Q4 2017Q3 202324
MARSICO CAPITAL MANAGEMENT LLC 1410.14%2.40%4.74%Q2 2013Q1 202324
Allied Investment Advisors, LLC 24240.19%0.29%0.38%Q4 2017Q3 202324
Banco de Sabadell, S.A 24240.22%0.88%1.86%Q4 2017Q3 202324
PGGM Investments 1130.01%0.13%0.27%Q1 2015Q3 202324
Snowden Capital Advisors LLC 1680.04%0.17%0.30%Q3 2017Q3 202324
WINTRUST INVESTMENTS LLC 1520.08%0.13%0.19%Q1 2017Q3 202324
Independence Bank of Kentucky 24240.27%0.79%1.43%Q4 2017Q3 202324
CHEMUNG CANAL TRUST CO 2040.05%1.09%2.50%Q2 2017Q4 202324
180 WEALTH ADVISORS, LLC 24240.75%1.21%1.69%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Prime Capital Investment Advisors, LLC 24240.06%0.32%1.08%Q4 2017Q3 202324
HOWLAND CAPITAL MANAGEMENT LLC 2110.02%0.04%0.05%Q1 2017Q3 202324
G&S Capital LLC 24240.13%1.16%2.42%Q4 2017Q3 202324
D.B. Root & Company, LLC 24240.34%0.49%0.68%Q4 2017Q3 202324
COHEN & STEERS, INC. 24240.00%0.02%0.04%Q2 2013Q1 201924
CNB Bank 24240.22%0.57%0.94%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.00%0.01%0.05%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.69%1.32%2.11%Q2 2013Q1 201924
Cornell Pochily Investment Advisors, Inc. 24240.20%0.41%0.51%Q4 2017Q3 202324
Rice Partnership, LLC 24240.10%0.31%0.54%Q4 2017Q3 202324
Winthrop Advisory Group LLC 24240.12%0.20%0.29%Q4 2017Q3 202324
THOMPSON INVESTMENT MANAGEMENT, INC. 2310.06%0.33%0.78%Q3 2013Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.06%0.18%0.30%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.11%0.17%0.23%Q4 2017Q3 202324
Cumberland Partners Ltd 2130.06%0.27%0.99%Q2 2017Q3 202324
Walleye Capital LLC 510.00%0.07%0.24%Q2 2019Q3 202324
CENTAURUS FINANCIAL, INC. 24240.05%0.13%0.26%Q4 2017Q3 202324
Treasurer of the State of North Carolina 24240.24%0.33%0.57%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.16%0.39%0.62%Q2 2013Q1 201924
Whitnell & Co. 2310.03%0.17%0.33%Q2 2013Q4 201924
GOODWIN DANIEL L 2020.08%0.22%0.35%Q1 2017Q3 202324
BTG Pactual Global Asset Management Ltd 1210.24%1.22%3.44%Q1 2013Q1 202224
Clean Yield Group 1010.01%0.02%0.04%Q1 2015Q3 202324
MetLife Investment Management, LLC 24240.20%0.27%0.33%Q4 2017Q3 202324
Horizon Investments, LLC 1120.02%0.05%0.14%Q4 2016Q3 202324
HEADINVEST, LLC 1860.06%0.14%0.20%Q1 2015Q3 202324
Bluefin Trading, LLC 410.00%0.08%0.44%Q2 2014Q2 202024
Arlington Partners LLC 24240.13%0.55%1.13%Q4 2017Q3 202324
HoyleCohen, LLC 24240.09%0.16%0.28%Q4 2017Q3 202324
STEVENS CAPITAL MANAGEMENT LP 510.11%0.94%2.58%Q4 2013Q3 202324
Leith Wheeler Investment Counsel Ltd. 2040.07%0.16%0.53%Q4 2015Q4 202124
MARK ASSET MANAGEMENT LP 1310.25%2.39%4.49%Q3 2013Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.10%0.20%0.35%Q4 2017Q3 202324
BEACON FINANCIAL GROUP 23230.05%0.48%0.91%Q1 2018Q3 202323
Gifford Fong Associates 23230.35%0.48%0.61%Q1 2018Q3 202323
Chicago Capital, LLC 23230.06%0.09%0.12%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.01%0.16%0.32%Q1 2018Q3 202323
Leisure Capital Management 23230.26%0.70%0.90%Q1 2018Q3 202323
CAPITAL INTERNATIONAL LTD /CA/ 23230.57%1.47%2.12%Q2 2013Q4 201823
DeDora Capital, Inc. 1670.14%0.24%0.43%Q4 2017Q3 202323
JENNISON ASSOCIATES LLC 2120.00%0.70%1.62%Q2 2013Q4 202123
BREMER TRUST NATIONAL ASSOCIATION 23230.48%0.66%0.84%Q2 2013Q4 201823
Silvant Capital Management LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
Cedar Brook Financial Partners, LLC 20200.02%0.11%0.15%Q4 2018Q3 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23231.44%3.03%4.14%Q2 2013Q4 201823
GRIMES & COMPANY, INC. 23230.04%0.11%0.30%Q1 2018Q3 202323
VOLORIDGE INVESTMENT MANAGEMENT, LLC 520.01%0.27%1.61%Q1 2015Q3 202323
FCF Advisors LLC 1130.41%1.01%1.73%Q1 2017Q4 202323
SNS Financial Group, LLC 1810.03%0.19%0.90%Q4 2015Q3 202323
Financial Advocates Investment Management 2210.22%0.39%0.64%Q4 2017Q3 202323
CIM, LLC 13100.06%2.32%5.10%Q1 2015Q4 202223
MGO ONE SEVEN LLC 2120.15%0.33%0.54%Q4 2017Q3 202323
IFG Advisory, LLC 1850.03%0.12%0.25%Q4 2017Q3 202323
Crewe Advisors LLC 23230.02%0.03%0.05%Q4 2017Q2 202323
Psagot Value Holdings Ltd. 12110.00%0.05%0.28%Q3 2015Q3 202123
Providence Capital Advisors, LLC 1940.00%0.52%1.66%Q4 2017Q3 202323
Virtue Capital Management, LLC 2120.00%0.27%1.20%Q4 2017Q3 202323
KDI CAPITAL PARTNERS LLC 23230.08%1.39%4.80%Q2 2013Q4 201823
Townsend & Associates, Inc 23230.35%1.10%1.70%Q4 2017Q2 202323
YorkBridge Wealth Partners, LLC 2120.06%0.78%1.16%Q4 2016Q4 202223
WADE G W & INC 23230.84%1.27%1.81%Q1 2018Q3 202323
NorthRock Partners, LLC 23230.10%0.13%0.18%Q1 2018Q3 202323
CONNORS INVESTOR SERVICES INC 1581.06%1.55%1.86%Q4 2014Q4 202123
Whitegate Investment Counselors, Inc. 2210.56%0.65%0.73%Q1 2014Q3 202123
M Holdings Securities, Inc. 1010.05%0.16%0.42%Q3 2014Q1 202323
Pendal Group Ltd 23230.00%0.04%0.19%Q2 2017Q4 202223
Legacy Capital Partners, Inc. 2030.16%0.60%0.87%Q2 2013Q1 202223
BI Asset Management Fondsmaeglerselskab A/S 1940.04%0.12%0.35%Q3 2017Q3 202323
Renaissance Technologies 610.02%0.22%0.75%Q2 2013Q3 202323
Shamrock Asset Management LLC 23230.01%0.40%0.95%Q1 2014Q3 201923
Legacy Advisors, LLC 2210.01%0.27%0.48%Q4 2016Q3 202323
PAYDEN & RYGEL 1610.00%0.81%1.57%Q2 2013Q2 202323
CYPRESS ASSET MANAGEMENT INC/TX 1320.05%0.33%0.72%Q2 2016Q2 202323
Israel Discount Bank of New York 1420.13%0.45%0.78%Q1 2017Q3 202323
BDO Wealth Advisors, LLC 2210.00%0.02%0.06%Q2 2017Q2 202323
Oak Asset Management, LLC 1850.77%1.09%1.50%Q4 2017Q3 202323
Keel Point, LLC 1840.02%0.05%0.08%Q4 2016Q3 202322
TORRAY INVESTMENT PARTNERS LLC 2020.02%0.06%0.09%Q4 2017Q2 202322
CAPITAL ONE, NATIONAL ASSOCIATION 2110.04%0.15%0.26%Q2 2013Q4 201922
IPG Investment Advisors LLC 1610.04%0.30%0.65%Q4 2014Q4 202122
Mendel Money Management 1410.20%0.31%0.39%Q4 2014Q3 202322
EQUITABLE TRUST CO 22220.20%0.70%1.23%Q2 2018Q3 202322
Cypress Wealth Services, LLC 1510.06%0.27%0.47%Q4 2017Q3 202322
Bison Wealth, LLC 730.12%0.26%0.53%Q4 2014Q3 202322
Icon Wealth Partners, LLC 1930.04%0.39%0.97%Q4 2017Q3 202322
Roof Eidam Maycock Peralta, LLC 1930.13%0.25%0.83%Q3 2015Q3 202322
INSPIRION WEALTH ADVISORS, LLC 22220.12%0.18%0.29%Q2 2018Q3 202322
NewFocus Financial Group, LLC 1480.10%0.20%0.29%Q4 2014Q4 202022
SMITH CHAS P & ASSOCIATES PA CPAS 2020.03%2.08%3.65%Q4 2017Q3 202322
SUMMIT FINANCIAL GROUP, INC. 2110.13%0.19%0.24%Q1 2018Q3 202322
Avitas Wealth Management LLC 22220.37%0.74%1.23%Q2 2018Q3 202322
STONEBRIDGE CAPITAL MANAGEMENT INC 22221.66%2.13%2.49%Q2 2018Q3 202322
Avondale Wealth Management 22220.01%0.03%0.04%Q4 2017Q1 202322
Holloway Wealth Management, LLC 22220.00%0.01%0.01%Q4 2016Q1 202222
TEALWOOD ASSET MANAGEMENT INC 12100.52%0.71%0.98%Q2 2018Q4 202322
Kovitz Investment Group Partners, LLC 1570.01%0.58%4.58%Q4 2017Q3 202322
Rodgers Brothers Inc. 22220.13%0.31%0.46%Q2 2018Q3 202322
Cardinal Capital Management 22221.04%1.46%1.70%Q2 2018Q3 202322
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 1530.84%1.50%2.42%Q4 2014Q3 202322
Interval Partners, LP 510.04%0.91%3.30%Q1 2014Q2 202322
Csenge Advisory Group 1750.02%0.19%0.67%Q3 2017Q3 202322
JGP Wealth Management, LLC 22220.14%0.24%0.33%Q2 2018Q3 202322
Harel Insurance Investments & Financial Services Ltd. 1810.00%0.01%0.04%Q2 2016Q3 202322
MARATHON CAPITAL MANAGEMENT 1660.08%0.19%0.38%Q1 2018Q3 202322
Avestar Capital, LLC 1390.02%0.08%0.20%Q4 2017Q3 202322
GUARDIAN CAPITAL ADVISORS LP 1510.03%0.14%0.30%Q4 2014Q3 202322
Semper Augustus Investments Group 22222.04%4.23%7.89%Q2 2018Q3 202322
Quantbot Technologies LP 410.00%0.43%1.98%Q2 2013Q3 202322
Perpetual Ltd 1530.02%0.15%1.06%Q4 2015Q3 202322
Sterling Investment Advisors, Ltd. 22220.00%0.61%0.79%Q1 2017Q2 202222
Highlander Capital Management, LLC 1570.01%0.04%0.06%Q4 2015Q3 202322
NEVILLE RODIE & SHAW INC 1240.02%0.03%0.04%Q3 2017Q4 202322
Princeton Portfolio Strategies Group LLC 1520.08%0.27%0.52%Q2 2014Q2 202122
GRAYBILL WEALTH MANAGEMENT, LTD. 22221.65%2.22%3.27%Q2 2018Q3 202322
FIRST BUSINESS FINANCIAL SERVICES, INC. 1030.02%0.10%0.16%Q1 2016Q3 202322
Zurich Insurance Group Ltd/FI 1810.02%0.44%1.19%Q3 2015Q2 202322
COOPER/HAIMS ADVISORS, LLC 1470.00%0.22%0.36%Q2 2018Q3 202322
Copperwynd Financial, LLC 20200.00%0.74%4.69%Q4 2018Q3 202322
Covenant Asset Management, LLC 1660.07%0.28%1.63%Q4 2016Q3 202322
PALISADE CAPITAL MANAGEMENT, LP 2020.01%0.15%0.34%Q4 2017Q2 202322
Laurel Grove Capital, LLC 22220.89%1.10%1.33%Q2 2013Q3 201822
CAPITAL ADVISORS INC/OK 720.01%0.02%0.06%Q4 2014Q3 202322
Bedell Frazier Investment Counselling, LLC 1931.56%2.11%3.04%Q4 2014Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.06%0.15%0.24%Q2 2013Q3 201822
Convergence Investment Partners, LLC 810.02%0.24%0.79%Q3 2013Q3 202322
White Pine Investment CO 22221.31%1.98%2.96%Q2 2018Q3 202322
Harvest Fund Management Co., Ltd 2020.02%0.09%0.29%Q4 2016Q3 202322
IBERIABANK CORP 22220.10%0.45%1.19%Q1 2015Q2 202022
CADINHA & CO LLC 1510.04%0.30%0.54%Q3 2014Q4 202122
Northwest Capital Management Inc 1390.09%0.22%0.36%Q4 2017Q3 202322
Ensemble Capital Management 22220.07%2.21%5.49%Q2 2018Q3 202322
COOKSON PEIRCE & CO INC 530.02%0.76%2.70%Q2 2013Q3 202322
Ballast, Inc. 1390.10%0.33%0.46%Q4 2017Q2 202322
Dakota Wealth Management 22220.07%0.62%1.32%Q2 2018Q3 202322
TCW GROUP INC 22220.20%1.31%1.88%Q2 2013Q3 201822
Bedel Financial Consulting, Inc. 22220.07%0.14%0.25%Q1 2018Q2 202322
Vanguard Capital Wealth Advisors 1210.71%1.29%2.18%Q4 2017Q3 202322
Lafayette Investments 22220.10%1.12%1.75%Q2 2018Q3 202322
FIRST MERCANTILE TRUST CO 1470.02%0.12%0.21%Q2 2013Q3 202121
Canton Hathaway, LLC 21210.01%0.23%0.70%Q3 2018Q3 202321
FULLER & THALER ASSET MANAGEMENT, INC. 830.01%0.03%0.08%Q2 2013Q3 202321
Willow Creek Wealth Management Inc. 21210.04%0.10%0.15%Q3 2018Q3 202321
Sterling Capital Management LLC 910.00%0.31%1.15%Q2 2013Q3 201921
BOSTON FAMILY OFFICE LLC 21210.02%0.05%0.07%Q3 2018Q3 202321
Pinkerton Retirement Specialists, LLC 910.00%0.29%0.79%Q2 2015Q2 202321
Fieldpoint Private Securities, LLC 2010.15%0.40%0.70%Q1 2017Q2 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.14%0.22%Q3 2018Q3 202321
Empirical Finance, LLC 1910.02%0.19%0.32%Q4 2016Q3 202321
ExodusPoint Capital Management, LP 510.01%0.07%0.28%Q4 2018Q3 202321
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1710.15%0.22%0.50%Q4 2015Q3 202221
Yorktown Management & Research Co Inc 1230.05%0.18%0.45%Q3 2014Q4 202021
Opus Capital Group, LLC 21210.10%0.19%0.33%Q3 2018Q3 202321
WEALTHSOURCE PARTNERS, LLC 1720.02%0.06%0.28%Q1 2016Q1 202321
Truvestments Capital LLC 1920.14%0.73%1.43%Q2 2018Q3 202321
High Falls Advisors, Inc 1330.08%0.19%0.60%Q4 2015Q4 202121
SevenBridge Financial Group, LLC 1230.02%0.17%0.32%Q2 2016Q4 202221
CX Institutional 1740.02%0.13%0.56%Q2 2018Q3 202321
Nexus Investment Management ULC 21210.17%0.24%0.34%Q2 2013Q2 201821
INVESTMENT MANAGEMENT OF VIRGINIA LLC 21210.18%0.29%0.40%Q2 2013Q2 201821
Elmwood Wealth Management, Inc. 1120.42%0.66%1.08%Q1 2018Q3 202321
NTV ASSET MANAGEMENT LLC 1430.05%0.13%0.37%Q4 2014Q3 202321
Regal Wealth Group, Inc. 21210.00%0.01%0.02%Q1 2016Q1 202121
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.01%0.27%0.43%Q2 2013Q2 201821
Vantage Investment Partners, LLC 21210.42%1.57%5.15%Q3 2018Q3 202321
Impax Asset Management Group plc 21210.06%0.24%0.35%Q3 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.10%0.20%0.27%Q1 2017Q3 202321
Smith, Salley & Associates 21210.04%0.15%0.35%Q3 2018Q3 202321
Red Cedar Capital, LLC 21210.03%0.04%0.06%Q4 2017Q4 202221
Fiduciary Group LLC 21210.69%1.03%1.17%Q3 2018Q3 202321
Crossvault Capital Management LLC 1710.06%3.22%5.02%Q4 2013Q4 202121
New Jersey Better Educational Savings Trust 910.35%0.53%0.71%Q1 2014Q2 202321
CLEARBRIDGE, LLC 21210.00%0.02%0.07%Q4 2013Q4 201821
Krilogy Financial LLC 1110.02%0.08%0.26%Q3 2015Q1 202321
Mascoma Wealth Management LLC 1110.01%0.02%0.03%Q4 2016Q3 202321
J. L. Bainbridge & Co., Inc. 21210.03%0.06%0.08%Q3 2018Q3 202321
BAXTER BROS INC 730.04%0.09%0.13%Q1 2015Q1 202221
Bragg Financial Advisors, Inc 2010.03%0.23%0.41%Q2 2017Q3 202321
HANCOCK WHITNEY CORP 21210.02%0.11%0.50%Q3 2018Q3 202321
SANDERS MORRIS HARRIS LLC 1020.10%0.35%1.83%Q3 2017Q3 202321
ABNER HERRMAN & BROCK LLC 720.03%0.04%0.06%Q1 2016Q4 202121
Northeast Financial Consultants Inc 21210.02%0.09%0.18%Q3 2018Q3 202321
Qube Research & Technologies Ltd 1120.02%0.27%0.99%Q2 2018Q3 202321
Bridgewater Associates 1510.01%0.85%1.74%Q2 2015Q3 202321
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 21210.37%0.55%0.66%Q1 2016Q1 202121
NewSquare Capital LLC 1020.00%0.03%0.16%Q1 2016Q3 202321
Veracity Capital LLC 16160.00%0.15%0.51%Q4 2019Q3 202321
Omnia Family Wealth, LLC 1020.00%0.09%0.24%Q4 2016Q3 202321
Baker Avenue Asset Management, LP 21210.01%0.02%0.04%Q3 2018Q3 202321
Larson Financial Group LLC 20200.00%0.07%0.25%Q4 2018Q3 202320
Symmetry Partners, LLC 1460.03%0.12%0.39%Q4 2018Q4 202320
Lindbrook Capital, LLC 20200.14%0.20%0.24%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.08%0.18%Q4 2018Q3 202320
Thomasville National Bank 820.02%0.05%0.07%Q1 2015Q4 202120
Capital Investment Advisory Services, LLC 20200.07%0.13%0.20%Q4 2018Q3 202320
Inscription Capital, LLC 20200.10%0.52%1.18%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.40%0.48%0.54%Q4 2018Q3 202320
GYL FINANCIAL SYNERGIES, LLC 20200.09%0.28%0.56%Q4 2018Q3 202320
Executive Wealth Management, LLC 20200.11%0.17%0.22%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.24%0.32%0.50%Q4 2017Q3 202220
Night Owl Capital Management, LLC 20202.18%4.46%6.44%Q2 2013Q1 201820
DSM CAPITAL PARTNERS LLC 1310.00%2.24%4.12%Q2 2013Q2 202020
Mitsubishi UFJ Securities Holdings Co., Ltd. 20200.05%0.19%0.94%Q1 2015Q4 201920
OSSIAM 20200.01%0.20%0.88%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.03%0.09%Q4 2017Q4 202220
Tributary Capital Management, LLC 1730.01%0.14%0.39%Q2 2013Q4 201820
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.32%0.40%0.50%Q2 2013Q1 201820
Bell & Brown Wealth Advisors, LLC 1281.60%2.09%2.54%Q4 2017Q2 202320
MACROVIEW INVESTMENT MANAGEMENT LLC 710.00%0.01%0.03%Q2 2013Q3 202320
Loudon Investment Management, LLC 20200.40%2.20%3.21%Q2 2018Q1 202320
BESSEMER SECURITIES LLC 20200.08%0.14%0.36%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.05%0.11%0.26%Q2 2013Q1 201820
Farmers & Merchants Trust Co of Long Beach 20200.15%0.30%0.46%Q4 2018Q3 202320
TFG Advisers LLC 20200.26%0.33%0.39%Q4 2018Q3 202320
PARSONS CAPITAL MANAGEMENT INC/RI 1820.03%0.14%0.23%Q3 2015Q3 202320
Vantage Investment Advisors, LLC 20200.02%1.20%1.66%Q4 2013Q3 201820
Roundview Capital LLC 1320.03%0.07%0.17%Q2 2017Q3 202320
Riverview Trust Co 20200.11%0.21%0.32%Q4 2018Q3 202320
ADVISORY RESEARCH INC 1610.00%0.06%0.11%Q1 2014Q2 202320
Financial Sense Advisors, Inc. 1310.09%1.27%3.35%Q2 2013Q4 202120
GREAT VALLEY ADVISOR GROUP, INC. 20200.03%0.05%0.08%Q4 2018Q3 202320
SMITH SHELLNUT WILSON LLC /ADV 20200.10%0.19%0.24%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.18%1.09%Q1 2018Q3 202320
McCarthy Grittinger Financial Group, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 1620.00%0.23%0.92%Q1 2019Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.80%1.26%1.86%Q4 2018Q3 202320
American Portfolios Advisors 20200.10%0.14%0.20%Q4 2017Q3 202220
MARKSTON INTERNATIONAL LLC 20200.02%0.05%0.09%Q2 2013Q1 201820
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.09%0.16%0.27%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.17%0.29%0.36%Q3 2017Q2 202220
NOVARE CAPITAL MANAGEMENT LLC 1370.57%0.78%1.02%Q2 2016Q3 202320
BANCED CORP 20200.78%1.07%1.37%Q2 2013Q1 201820
Polaris Wealth Advisory Group, LLC 1810.01%0.36%1.53%Q1 2018Q3 202320
Windsor Wealth Management, Inc. 20200.06%0.21%0.36%Q4 2018Q3 202320
ARS Wealth Advisors, LLC 20200.06%0.17%0.33%Q3 2016Q2 202120
Sepio Capital, LP 20200.29%0.48%0.74%Q4 2018Q3 202320
Exeter Financial, LLC 20200.64%0.90%1.15%Q4 2018Q3 202320
Centric Wealth Management 20200.10%0.47%0.78%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.11%0.23%0.40%Q4 2018Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.11%0.17%0.29%Q1 2013Q4 201720
Kopernik Global Investors, LLC 1730.00%0.02%0.11%Q3 2015Q4 202020
Dougherty Wealth Advisers LLC 20200.30%0.56%0.84%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.04%0.07%0.13%Q4 2018Q3 202320
Citizens Business Bank 20200.08%0.36%0.96%Q4 2012Q3 201720
Advisors Capital Management, LLC 20200.05%0.23%0.53%Q4 2018Q3 202320
CONGRESS ASSET MANAGEMENT CO /MA 20200.04%0.88%2.11%Q2 2013Q1 201820
VeraBank, N.A. 20200.62%1.08%1.36%Q4 2018Q3 202320
Fernwood Investment Management, LLC 20200.12%0.14%0.16%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.02%1.25%3.31%Q4 2018Q3 202320
Knuff & Co LLC 20200.18%0.32%0.49%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.19%0.56%0.87%Q4 2018Q3 202320
FIRST AMERICAN TRUST, FSB 610.03%0.46%1.03%Q3 2016Q3 202320
GENESEE VALLEY TRUST CO 20200.55%0.96%1.32%Q2 2013Q1 201820
Kinneret Advisory, LLC 20200.25%0.45%0.68%Q4 2018Q3 202320
CHICAGO EQUITY PARTNERS LLC 910.02%0.34%0.80%Q2 2013Q1 202020
Wealthfront Advisers LLC 20200.03%0.04%0.07%Q4 2018Q3 202320
DORCHESTER WEALTH MANAGEMENT Co 20200.08%0.13%0.18%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.11%0.24%0.45%Q4 2015Q3 202020
HUSSMAN STRATEGIC ADVISORS, INC. 820.30%0.86%1.75%Q4 2013Q3 202320
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1210.01%0.03%0.03%Q2 2013Q3 202320
KMG FIDUCIARY PARTNERS, LLC 20200.31%0.84%1.34%Q4 2018Q3 202320
Financial Advisors Network, Inc. 1710.09%0.40%1.02%Q4 2016Q3 202320
DELTA ASSET MANAGEMENT LLC/TN 1640.00%0.00%0.00%Q1 2018Q3 202320
BRANDYWINE OAK PRIVATE WEALTH LLC 20200.06%0.08%0.12%Q4 2018Q3 202320
Horizon Kinetics 20200.01%0.01%0.01%Q3 2013Q2 201820
HONEYWELL INTERNATIONAL INC 20200.47%0.93%1.39%Q2 2013Q1 201820
Magnus Financial Group LLC 20200.05%0.09%0.16%Q4 2018Q3 202320
Archer Investment Corp 20200.10%0.24%0.39%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.05%0.16%Q4 2014Q3 201920
Covenant Partners, LLC 20200.14%0.25%0.41%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.06%0.11%Q4 2018Q3 202320
Ocean Capital Management, LLC 20200.40%0.91%1.66%Q4 2018Q3 202320
CI Global Investments Inc. 1550.00%0.51%1.65%Q2 2013Q3 201820
BENEDICT FINANCIAL ADVISORS INC 20200.24%0.72%1.00%Q4 2018Q3 202320
Nikko Asset Management Americas, Inc. 20200.01%0.36%1.48%Q4 2013Q3 201820
Tolleson Wealth Management, Inc. 20200.07%0.13%0.25%Q4 2018Q3 202320
Mariner Wealth Advisors-Cincinnati, LLC 1280.05%0.32%1.94%Q2 2013Q3 201820
Sargent Investment Group, LLC 20200.17%0.22%0.33%Q4 2018Q3 202320
Aptus Capital Advisors, LLC 20200.02%0.10%0.37%Q4 2018Q3 202320
Marquette Asset Management, LLC 19190.04%0.05%0.07%Q1 2019Q3 202319
Ally Financial Inc. 510.17%0.58%1.45%Q4 2013Q4 202219
Hirtle Callaghan & Co LLC 1210.00%0.03%0.19%Q3 2013Q1 201919
ATALANTA SOSNOFF CAPITAL, LLC 1330.01%0.72%1.61%Q4 2013Q3 202319
Palisade Asset Management, LLC 19190.10%0.12%0.15%Q1 2019Q3 202319
Daiwa SB Investments Ltd. 1810.03%1.07%2.62%Q2 2013Q1 201919
Welch Group, LLC 1810.01%0.03%0.07%Q2 2017Q3 202319
BENJAMIN EDWARDS INC 19190.03%0.09%0.13%Q1 2019Q3 202319
Cohen Klingenstein LLC 19190.03%0.15%0.20%Q1 2019Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.02%0.23%0.36%Q3 2018Q3 202319
Concert Wealth Management Inc. 16160.00%0.96%2.01%Q2 2013Q1 201719
MU Investments Co., Ltd. 19190.01%0.08%0.30%Q2 2013Q4 201719
COMERICA SECURITIES,INC. 19190.20%0.52%0.74%Q1 2019Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.14%0.24%0.34%Q2 2018Q4 202219
IFC Holdings Incorporated/FL 19190.04%0.16%0.39%Q2 2013Q4 201719
BINGHAM OSBORN & SCARBOROUGH LLC 19190.03%0.08%0.12%Q1 2016Q3 202019
TSFG, LLC 19190.12%0.25%0.41%Q1 2019Q3 202319
WEALTHFRONT Corp 19190.01%0.03%0.08%Q1 2014Q3 201819
Greenbrier Partners Capital Management, LLC 19192.58%3.84%4.88%Q2 2013Q4 201719
Centre Asset Management, LLC 1811.17%1.70%2.32%Q2 2013Q2 202319
GUARDIAN CAPITAL LP 810.01%0.13%0.38%Q3 2013Q3 202319
CMT Asset Management Ltd 530.01%0.41%1.08%Q4 2012Q4 201419
MERCER GLOBAL ADVISORS INC /ADV 19190.06%0.09%0.18%Q1 2019Q3 202319
BRIDGES INVESTMENT COUNSEL INC/ 19190.18%0.32%0.53%Q2 2013Q4 201719
Keudell/Morrison Wealth Management 19190.24%0.63%1.28%Q1 2019Q3 202319
CORNERSTONE ADVISORS INC 1510.00%0.37%0.63%Q2 2013Q4 202119
Realta Investment Advisors 19190.10%0.14%0.19%Q1 2019Q3 202319
Bremer Bank National Association 19190.07%0.37%1.08%Q1 2019Q3 202319
CI INVESTMENTS INC. 1810.01%0.32%0.69%Q2 2018Q3 202319
MANCHESTER FINANCIAL INC 19190.07%0.79%1.66%Q1 2019Q3 202319
RDA Financial Network 19190.22%0.34%0.44%Q1 2019Q3 202319
MONETTA FINANCIAL SERVICES INC 610.36%0.78%1.20%Q1 2014Q2 202319
LAKE STREET PRIVATE WEALTH, LLC 19190.62%0.94%1.65%Q1 2019Q3 202319
LIBERTY WEALTH MANAGEMENT LLC 1630.03%0.20%0.62%Q4 2018Q3 202319
Western Wealth Management, LLC 1180.17%0.22%0.35%Q4 2018Q3 202319
Diligent Investors, LLC 19190.11%0.17%0.24%Q1 2019Q3 202319
Miramar Capital, LLC 1451.44%2.24%3.22%Q4 2018Q3 202319
Aspire Private Capital, LLC 1270.00%0.00%0.01%Q4 2018Q3 202319
CRA Financial Services, LLC 19190.07%0.12%0.17%Q1 2019Q3 202319
SlateStone Wealth, LLC 1360.12%0.31%0.90%Q4 2018Q3 202319
Hamilton Wealth, LLC 19190.08%0.37%1.34%Q1 2019Q3 202319
Alera Investment Advisors, LLC 19190.09%0.13%0.17%Q1 2019Q3 202319
Principal Street Partners, LLC 19190.14%0.23%0.40%Q1 2019Q3 202319
WILLIAMS JONES & ASSOCIATES LLC 1270.01%0.32%0.76%Q1 2014Q2 201919
Carlson Capital Management 1310.01%0.04%0.06%Q3 2018Q3 202319
Miracle Mile Advisors, LLC 930.01%0.14%0.65%Q1 2018Q3 202319
LITTLE HOUSE CAPITAL LLC 1090.10%0.48%1.27%Q4 2018Q3 202319
SRS Capital Advisors, Inc. 1020.04%0.06%0.10%Q3 2018Q3 202319
Principle Wealth Partners LLC 19190.10%0.14%0.22%Q1 2019Q3 202319
First National Bank of South Miami 19190.14%0.23%0.33%Q4 2018Q2 202319
CreativeOne Wealth, LLC 19190.06%0.14%0.25%Q1 2019Q3 202319
Cordasco Financial Network 19190.01%0.04%0.05%Q4 2017Q2 202219
Integrated Wealth Concepts LLC 19190.03%0.08%0.13%Q1 2019Q3 202319
WRIGHT INVESTORS SERVICE INC 820.11%0.42%1.02%Q2 2013Q3 202219
Vestmark Advisory Solutions, Inc. 19190.14%0.25%0.33%Q1 2019Q3 202319
SIGMA INVESTMENT COUNSELORS INC 1510.02%0.16%0.32%Q1 2017Q3 202319
Private Capital Group, LLC 19190.13%0.34%0.53%Q4 2017Q2 202219
CHEMICAL BANK 19190.04%0.09%0.14%Q4 2014Q2 201919
Capital Impact Advisors, LLC 1540.23%0.93%2.44%Q4 2013Q4 202219
Legacy Financial Advisors, Inc. 1360.00%0.09%0.16%Q4 2017Q3 202319
Investors Research Corp 19190.06%0.16%0.34%Q1 2019Q3 202319
FRANKLIN STREET ADVISORS INC /NC 620.05%1.28%2.41%Q1 2016Q3 202319
S&T BANK/PA 1810.04%0.05%0.08%Q1 2016Q3 202319
MAVERICK CAPITAL LTD 710.00%0.08%0.37%Q1 2015Q3 202319
STANSBERRY ASSET MANAGEMENT, LLC 1450.44%1.00%1.58%Q4 2018Q3 202319
One Wealth Advisors, LLC 1320.00%0.18%0.46%Q4 2017Q4 202219
FARR MILLER & WASHINGTON LLC/DC 19190.03%2.33%3.41%Q1 2017Q3 202119
SYMPHONY ASSET MANAGEMENT LLC 19190.08%0.34%0.58%Q2 2013Q4 201719
QVR LLC 440.00%0.08%0.24%Q4 2020Q4 202219
Bruderman Asset Management, LLC 19190.07%0.67%1.16%Q1 2015Q3 201919
THOMPSON DAVIS & CO., INC. 19190.01%0.27%1.25%Q4 2013Q2 201819
Ferris Capital, LLC 1630.07%0.11%0.19%Q2 2017Q1 202219
Stratos Investment Management, LLC 19190.59%0.82%1.11%Q1 2019Q3 202319
Private Vista, LLC 19190.06%0.14%0.32%Q4 2015Q2 202019
EMERALD ADVISERS, LLC 19190.01%0.02%0.03%Q2 2013Q4 201719
Financial Insights, Inc. 1810.50%1.37%1.90%Q4 2018Q3 202319
Members Trust Co 1020.02%0.03%0.04%Q2 2016Q3 202319
Bell Asset Management Ltd 1270.76%1.47%2.25%Q4 2017Q3 202319
Wealthspire Advisors, LLC 1810.01%0.07%0.18%Q4 2018Q3 202319
Gratus Capital, LLC 19190.03%0.04%0.07%Q1 2019Q3 202319
Cavalier Investments, LLC 940.07%0.33%0.60%Q3 2015Q4 202219
Zions Bancorporation, N.A. 19190.04%0.10%0.15%Q1 2019Q3 202319
Meridian Wealth Management, LLC 1330.06%0.15%0.27%Q4 2016Q3 202319
Stevens First Principles Investment Advisors 1720.02%0.07%0.12%Q3 2014Q2 201919
Weiss Multi-Strategy Advisers LLC 510.01%0.18%0.44%Q2 2013Q3 202319
Bridgecreek Investment Management, LLC 19190.42%1.59%2.18%Q2 2013Q4 201719
Callahan Advisors, LLC 1420.04%0.27%0.86%Q1 2017Q3 202319
NuWave Investment Management, LLC 910.00%0.46%1.59%Q2 2013Q2 202218
Opes Wealth Management LLC 1440.06%0.11%0.17%Q1 2019Q3 202318
Migdal Insurance & Financial Holdings Ltd. 830.00%0.20%0.90%Q4 2015Q3 202318
Natixis Investment Managers International 1620.01%0.09%0.14%Q4 2014Q2 202218
STRATEGY ASSET MANAGERS LLC 1110.06%0.16%0.86%Q2 2013Q3 202318
PATTON ALBERTSON MILLER GROUP, LLC 18180.05%0.10%0.15%Q2 2019Q3 202318
Zhang Financial LLC 18180.04%0.09%0.16%Q2 2019Q3 202318
I.G. INVESTMENT MANAGEMENT, LTD. 18180.02%0.08%0.39%Q2 2013Q3 201718
Trexquant Investment LP 610.02%0.33%0.79%Q4 2015Q3 202318
Insight Wealth Strategies, LLC 1440.07%0.14%0.27%Q1 2019Q3 202318
Close Asset Management Ltd 18180.00%2.24%6.09%Q4 2016Q1 202118
Invst, LLC 14140.00%0.16%0.28%Q2 2020Q3 202318
Nan Shan Life Insurance Co., Ltd. 1350.16%1.69%3.64%Q1 2014Q3 201818
Commonwealth Equity Services, Inc 18180.13%0.19%0.27%Q2 2013Q3 201718
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1350.04%0.19%0.31%Q1 2015Q2 202018
ATLAS CAPITAL ADVISORS LLC 1170.00%0.02%0.17%Q4 2018Q2 202318
DELTA FINANCIAL ADVISORS LLC 18180.76%0.91%1.07%Q2 2019Q3 202318
Cipher Capital LP 410.02%0.45%1.08%Q2 2013Q2 202318
SAMLYN CAPITAL, LLC 410.01%0.65%2.25%Q1 2016Q3 202318
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.03%0.26%1.27%Q2 2015Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.02%0.11%1.56%Q4 2015Q1 202018
FORSTA AP-FONDEN 1530.10%0.27%0.34%Q1 2017Q3 202318
UBS AG 660.00%0.08%0.24%Q2 2013Q3 201418
RAY GERALD L & ASSOCIATES LTD 18180.24%0.34%0.43%Q2 2013Q3 201718
Achmea Investment Management B.V. 750.06%0.29%0.88%Q3 2018Q3 202318
BEACON INVESTMENT ADVISORY SERVICES, INC. 18180.04%0.80%1.38%Q2 2019Q3 202318
CYPRESS CAPITAL MANAGEMENT LLC 18180.10%0.15%0.17%Q2 2018Q3 202218
INVESTMENT CENTERS OF AMERICA INC 18180.14%0.23%0.36%Q2 2013Q3 201718
FLC Capital Advisors 18180.12%0.26%0.32%Q1 2019Q2 202318
Ellis Investment Partners, LLC 18180.06%0.07%0.09%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.20%0.29%0.44%Q2 2013Q3 201718
MBM Wealth Consultants, LLC 18180.04%0.14%0.36%Q4 2018Q1 202318
Stratos Wealth Advisors, LLC 1440.05%0.18%0.61%Q4 2018Q3 202318
SII INVESTMENTS INC/WI 1710.07%0.23%0.35%Q2 2013Q4 201718
BENNICAS & ASSOCIATES, INC. 18181.11%1.37%1.75%Q2 2016Q3 202018
Sharkey, Howes & Javer 18180.04%0.06%0.08%Q1 2015Q2 201918
BLB&B Advisors, LLC 1350.02%0.03%0.04%Q1 2019Q3 202318
Somerset Trust Co 1410.00%0.12%0.21%Q1 2017Q4 202318
Osborn Williams & Donohoe LLC 18180.22%0.79%1.18%Q4 2015Q1 202018
Scott & Selber, Inc. 1350.49%0.93%1.94%Q1 2015Q3 202318
WEALTHCARE CAPITAL MANAGEMENT LLC 1410.00%0.00%0.01%Q2 2013Q1 202118
Lombard Odier Asset Management (USA) Corp 510.01%0.62%1.98%Q4 2014Q1 202318
NIPPON LIFE INSURANCE CO 18180.05%0.09%0.13%Q2 2013Q3 201718
Nationwide Fund Advisors 18180.11%0.20%0.36%Q2 2013Q3 201718
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.12%0.95%2.80%Q1 2015Q2 201918
SUN LIFE FINANCIAL INC 18180.00%0.03%0.07%Q4 2016Q1 202118
STRATEGIC CAPITAL ADVISERS, INC. 18182.01%2.68%3.43%Q4 2017Q1 202218
Thomas J. Herzfeld Advisors, Inc. 1440.00%0.01%0.03%Q2 2013Q3 202318
Wealthstreet Investment Advisors, LLC 18180.29%0.48%1.22%Q4 2017Q1 202218
Signature Wealth Management Group 18180.26%0.59%0.97%Q4 2017Q1 202218
Sageworth Trust Co 1420.00%0.02%0.09%Q4 2017Q1 202318
SP Asset Management 18180.68%1.04%1.46%Q2 2018Q3 202218
Sculptor Capital LP 710.00%0.08%0.23%Q2 2013Q2 201618
Virtu Financial LLC 610.02%0.10%0.24%Q4 2014Q3 202318
STRALEM & CO INC 18182.71%3.29%3.88%Q4 2013Q1 201818
OAK RIDGE INVESTMENTS LLC 18180.02%0.24%0.32%Q2 2013Q3 201718
Fort Point Capital Partners LLC 910.04%0.13%0.34%Q4 2015Q3 202318
Buffington Mohr McNeal 1170.04%0.13%0.23%Q2 2015Q4 201918
USS Investment Management Ltd 18180.09%0.26%0.37%Q2 2019Q3 202318
BARR E S & CO 1440.02%0.19%0.61%Q1 2019Q3 202318
PARK AVENUE SECURITIES LLC 1410.04%0.11%0.15%Q2 2017Q3 202318
Horrell Capital Management, Inc. 1080.05%0.61%1.24%Q2 2013Q3 202318
Jackson Hole Capital Partners, LLC 18180.10%0.17%0.24%Q2 2019Q3 202318
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 810.07%0.55%1.54%Q1 2018Q3 202318
COLUMBUS CIRCLE INVESTORS 1350.26%1.31%1.80%Q2 2013Q1 202018
PRIVATE CAPITAL MANAGEMENT LLC 1260.07%0.13%0.21%Q4 2018Q3 202318
Wellesley Investment Partners, LLC 1710.06%0.14%0.28%Q4 2015Q3 202018
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.02%0.08%0.19%Q2 2013Q2 201717
1st Global Advisors, Inc. 17170.06%0.19%0.31%Q2 2013Q2 201717
WFG Advisors, LP 17170.06%0.17%0.26%Q2 2013Q2 201717
Jacobus Wealth Management, Inc. 1430.03%0.06%0.10%Q2 2013Q3 201717
Ironvine Capital Partners, LLC 17170.37%1.48%3.59%Q4 2017Q4 202117
Mathes Company, Inc. 17170.34%0.82%1.72%Q2 2013Q2 201717
XR Securities LLC 610.00%0.06%0.36%Q4 2018Q3 202317
SCHNIEDERS CAPITAL MANAGEMENT LLC 820.05%0.12%0.20%Q1 2016Q3 202317
PRENTISS SMITH & CO INC 980.02%0.04%0.10%Q2 2013Q3 201817
Family Firm, Inc. 840.06%0.08%0.08%Q1 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.06%0.09%0.11%Q3 2019Q3 202317
Capstone Financial Advisors, Inc. 17170.11%0.37%0.55%Q4 2013Q4 201717
AGF Investments LLC 1610.01%0.50%1.06%Q4 2016Q2 202217
Delta Accumulation, LLC 880.01%0.37%2.32%Q4 2021Q3 202317
Martin Capital Partners, LLC 1610.11%2.41%4.02%Q4 2017Q3 202217
VALICENTI ADVISORY SERVICES INC 17171.59%2.24%2.85%Q3 2013Q3 201717
Smith Affiliated Capital Corp. 1340.00%0.01%0.01%Q2 2013Q3 201717
NEXT CENTURY GROWTH INVESTORS LLC 17170.06%0.21%0.35%Q2 2013Q2 201717
All Terrain Financial Advisors, LLC 620.06%0.09%0.11%Q2 2018Q3 202317
GARDNER LEWIS ASSET MANAGEMENT L P 920.14%0.45%1.20%Q2 2013Q1 202117
Barbara Oil Co. 17170.47%0.62%0.81%Q4 2016Q4 202017
ROSENBLUM SILVERMAN SUTTON S F INC /CA 831.27%1.64%2.17%Q3 2013Q1 201817
Country Club Trust Company, n.a. 1610.03%0.11%0.17%Q4 2014Q4 202117
Tidal Investments LLC 1610.05%0.12%0.20%Q2 2019Q3 202317
Leonard Rickey Investment Advisors P.L.L.C. 1340.13%0.18%0.23%Q4 2018Q3 202317
ArrowMark Colorado Holdings LLC 13130.01%0.04%0.12%Q2 2015Q2 201817
Global Wealth Management Investment Advisory, Inc. 1520.01%0.16%0.72%Q4 2018Q3 202317
QCM Cayman, Ltd. 510.05%0.29%2.12%Q2 2013Q2 201817
SAGE RHINO CAPITAL LLC 1430.08%0.11%0.16%Q2 2019Q3 202317
GLG LLC 16160.15%0.40%1.94%Q1 2014Q4 201717
Financial Engines Advisors L.L.C. 710.00%0.00%0.00%Q1 2017Q3 202317
Signet Investment Advisory Group, Inc. 1250.57%0.87%1.06%Q4 2018Q3 202317
Capital Research Global Investors 1250.02%0.37%0.80%Q4 2017Q3 202317
MENORA MIVTACHIM HOLDINGS LTD. 1520.02%1.48%3.08%Q2 2013Q1 201817
Shepherd Financial Partners LLC 1210.04%0.11%0.22%Q1 2017Q3 202317
JARISLOWSKY, FRASER Ltd 1610.00%0.00%0.01%Q1 2018Q4 202217
United Bank 17170.47%1.08%1.47%Q4 2016Q4 202017
BOOTHBAY FUND MANAGEMENT, LLC 810.01%0.03%0.09%Q4 2016Q3 202317
Qtron Investments LLC 1310.09%0.25%0.84%Q4 2018Q3 202317
HOEY INVESTMENTS, INC 16160.01%0.07%0.16%Q4 2019Q3 202317
Pacifica Partners Inc. 17170.01%0.65%1.49%Q4 2019Q4 202317
TimeScale Financial, Inc. 17170.04%0.06%0.07%Q2 2019Q2 202317
SEEYOND 17170.09%0.21%0.41%Q4 2018Q4 202217
Summit Global Investments 1120.02%0.39%0.74%Q2 2017Q3 202317
Simmons Bank 1510.02%0.05%0.09%Q2 2017Q1 202217
ARGENT CAPITAL MANAGEMENT LLC 17170.01%1.06%2.31%Q3 2019Q3 202317
Claro Advisors LLC 1510.10%0.37%0.55%Q4 2018Q3 202317
FULTON BREAKEFIELD BROENNIMAN LLC 17170.03%0.05%0.08%Q3 2019Q3 202317
RITHOLTZ WEALTH MANAGEMENT 15150.00%0.08%0.14%Q1 2020Q3 202317
Barnett & Company, Inc. 17170.02%0.02%0.03%Q2 2017Q2 202117
Ellevest, Inc. 1520.00%0.02%0.06%Q4 2018Q1 202317
BRASADA CAPITAL MANAGEMENT, LP 840.00%0.14%0.27%Q4 2017Q2 202317
PERSONAL CFO SOLUTIONS, LLC 17170.08%0.21%0.48%Q3 2019Q3 202317
CERTUITY, LLC 16160.03%0.11%0.20%Q4 2019Q3 202317
Virtu KCG Holdings LLC 870.01%0.08%0.23%Q3 2013Q2 201717
BKS ADVISORS, LLC 17170.14%0.22%0.30%Q1 2015Q1 201917
Compton Wealth Advisory Group, LLC 17170.42%0.61%0.95%Q3 2019Q3 202317
Goelzer Investment Management, Inc. 980.02%0.26%0.43%Q2 2016Q1 202217
DOLIVER ADVISORS, LP 17170.14%0.20%0.25%Q4 2019Q4 202317
Stonehearth Capital Management, LLC 1430.13%0.15%0.17%Q2 2019Q4 202317
BAMCO INC /NY/ 17170.01%0.02%0.04%Q2 2013Q2 201717
SEVEN EIGHT CAPITAL, LP 510.05%0.32%0.99%Q4 2013Q3 202317
Perennial Investment Advisors, LLC 16160.00%0.24%0.40%Q4 2019Q3 202317
Independent Portfolio Consultants, Inc. 17170.15%0.28%0.56%Q2 2013Q2 201717
W.G. Shaheen & Associates DBA Whitney & Co 910.02%0.58%1.28%Q1 2016Q2 202317
CAPE ANN SAVINGS BANK 1210.32%0.85%1.11%Q4 2018Q3 202317
Blue Chip Partners, LLC 17170.02%0.05%0.08%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.01%0.02%0.03%Q3 2019Q3 202317
GILL CAPITAL PARTNERS, LLC 1610.14%0.19%0.22%Q4 2018Q4 202317
SteelPeak Wealth, LLC 16160.01%0.40%1.05%Q4 2019Q3 202317
British Airways Pensions Investment Management Ltd 1130.23%0.71%1.39%Q4 2014Q1 202117
MITCHELL MCLEOD PUGH & WILLIAMS INC 1340.06%0.14%0.19%Q1 2019Q3 202317
Marshall Wace North America L.P. 1310.00%0.17%0.45%Q2 2013Q3 202117
Meristem Family Wealth, LLC 1310.07%0.11%0.15%Q2 2015Q1 202217
Geneva Advisors, LLC 17171.10%2.33%3.78%Q2 2013Q2 201717
Pinnacle Wealth Planning Services, Inc. 17170.06%0.10%0.13%Q3 2019Q3 202317
Asset Planning Services, Ltd. 17170.01%0.01%0.01%Q3 2015Q3 201917
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1610.03%0.19%0.29%Q2 2018Q3 202317
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1110.00%0.04%0.14%Q1 2014Q3 202317
FORTALEZA ASSET MANAGEMENT INC/ 17170.79%1.55%2.54%Q2 2013Q2 201717
Triodos Investment Management BV 17172.07%3.47%4.57%Q2 2018Q2 202217
Texan Capital Management 17170.20%0.95%1.96%Q4 2013Q4 201717
C WorldWide Group Holding A/S 1610.00%0.46%0.76%Q1 2015Q2 202017
CAPSTONE ASSET MANAGEMENT CO 17170.11%0.30%0.50%Q2 2013Q2 201717
HBW ADVISORY SERVICES LLC 17170.71%1.31%3.16%Q3 2019Q3 202317
RIVERPARK CAPITAL MANAGEMENT LLC 1610.50%1.81%2.69%Q2 2014Q3 202317
Schonfeld Strategic Advisors LLC 610.00%0.11%0.34%Q2 2016Q2 202317
EVOKE WEALTH, LLC 17170.02%0.05%0.16%Q3 2019Q3 202317
Penserra Capital Management LLC 1010.00%0.08%1.14%Q4 2015Q3 202317
Avidian Wealth Solutions, LLC 17170.06%0.10%0.16%Q3 2019Q3 202317
MACKAY SHIELDS LLC 17170.11%0.21%0.37%Q1 2018Q1 202217
Equitable Holdings, Inc. 16160.04%0.05%0.08%Q4 2019Q3 202316
CMH Wealth Management LLC 1060.79%1.13%1.60%Q4 2016Q2 202116
USA FINANCIAL FORMULAS 1010.00%0.49%5.20%Q2 2015Q3 202316
ABSHER WEALTH MANAGEMENT, LLC 16162.60%3.20%3.94%Q4 2019Q3 202316
Gladstone Institutional Advisory LLC 1150.05%0.11%0.16%Q1 2019Q3 202316
Lineweaver Wealth Advisors, LLC 16160.08%0.22%0.33%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.04%0.08%0.14%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.03%0.14%0.30%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.25%0.45%0.59%Q4 2019Q3 202316
Core Wealth Advisors, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.28%0.40%0.55%Q4 2019Q3 202316
Ethic Inc. 16160.08%0.26%0.51%Q4 2019Q3 202316
RBA Wealth Management, LLC 880.22%0.40%0.68%Q1 2019Q3 202316
Aberdeen Wealth Management LLC 16160.27%0.38%0.52%Q4 2019Q3 202316
Asset Advisors Investment Management, LLC 16160.16%0.40%0.71%Q4 2019Q3 202316
Total Clarity Wealth Management, Inc. 16160.51%0.79%1.40%Q4 2019Q3 202316
PROFESSIONAL PLANNING 16161.23%2.61%4.90%Q4 2017Q3 202116
Column Capital Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
AlphaCrest Capital Management LLC 16160.03%0.23%0.84%Q4 2018Q3 202216
IEQ CAPITAL, LLC 16160.07%0.16%0.21%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16164.46%5.86%8.02%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.25%0.30%0.44%Q4 2019Q3 202316
CSat Investment Advisory, L.P. 1240.01%1.16%5.31%Q2 2013Q1 202116
Keebeck Wealth Management, LLC 16160.03%0.13%0.20%Q4 2019Q3 202316
STEWART & PATTEN CO LLC 1330.04%0.66%1.75%Q2 2019Q3 202316
EXCALIBUR MANAGEMENT CORP 16160.22%0.35%0.48%Q4 2019Q3 202316
BUCKINGHAM CAPITAL MANAGEMENT INC 16160.22%1.22%2.50%Q3 2013Q2 201716
Texas Capital Bank Wealth Management Services Inc 16160.48%1.38%2.16%Q4 2019Q3 202316
Alhambra Investment Management LLC 16160.44%0.64%0.91%Q4 2019Q3 202316
Suncoast Equity Management 16162.28%3.17%3.85%Q2 2016Q1 202016
Carl P. Sherr & Co., LLC 16161.24%1.49%1.82%Q4 2019Q3 202316
Essex Savings Bank 1330.06%0.23%0.47%Q4 2018Q3 202316
DOHJ, LLC 16160.34%0.52%0.65%Q4 2019Q3 202316
Vestcor Inc 16160.06%0.20%0.38%Q4 2019Q3 202316
Pinnacle Wealth Management Advisory Group, LLC 1510.12%0.44%0.74%Q2 2016Q3 202316
Wedgewood Partners 16160.10%3.29%4.54%Q1 2019Q4 202216
Jasper Ridge Partners, L.P. 16160.11%0.17%0.24%Q2 2013Q1 201716
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16161.23%1.56%1.96%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.23%0.34%0.42%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.16%0.20%0.24%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.04%1.40%1.78%Q4 2019Q3 202316
HORAN CAPITAL MANAGEMENT 16160.21%3.16%5.39%Q1 2017Q4 202016
McAdam, LLC 1330.01%0.03%0.05%Q1 2018Q3 202316
Center for Financial Planning, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
Ionic Capital Management LLC 910.06%0.38%1.26%Q2 2013Q3 202216
PACIFIC SUN FINANCIAL CORP 610.15%0.27%0.38%Q4 2017Q2 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.06%0.11%0.23%Q4 2019Q3 202316
Rossmore Private Capital 1510.13%0.51%0.76%Q4 2017Q3 202316
BALLAST ADVISORS LLC 16160.20%0.23%0.28%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.04%0.37%0.65%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.30%0.79%1.45%Q4 2019Q3 202316
VIRIDIAN RIA, LLC 1420.23%0.46%0.72%Q1 2018Q1 202216
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 16160.14%0.19%0.27%Q2 2013Q1 201716
HBC Financial Services, PLLC 16160.01%2.88%4.27%Q4 2019Q3 202316
Sculati Wealth Management, LLC 16160.69%1.38%1.84%Q4 2019Q3 202316
Edge Capital Group, LLC 1510.02%0.18%0.60%Q2 2019Q3 202316
Palisades Hudson Asset Management, L.P. 620.10%0.14%0.20%Q1 2015Q3 202316
Ziegler Capital Management, LLC 920.01%0.27%0.70%Q2 2013Q3 202316
Regent Peak Wealth Advisors LLC 16160.56%0.64%0.79%Q4 2019Q3 202316
ClariVest Asset Management LLC 1220.00%0.17%1.33%Q3 2015Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.68%0.99%1.33%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.02%0.02%0.03%Q2 2013Q1 201716
Altium Wealth Management LLC 16160.05%0.10%0.12%Q3 2018Q2 202216
Integrated Advisors Network LLC 16160.13%0.39%0.92%Q4 2019Q3 202316
Resonant Capital Advisors, LLC 16160.19%0.25%0.31%Q4 2019Q3 202316
EDGE ASSET MANAGEMENT, INC 16160.29%0.70%1.25%Q2 2013Q1 201716
Hilton Capital Management, LLC 16160.04%0.70%2.83%Q1 2016Q4 201916
Atlas Private Wealth Management, LLC 16160.72%0.90%1.12%Q4 2019Q3 202316
WORLDQUANT MILLENNIUM ADVISORS LLC 710.02%0.57%1.57%Q4 2018Q3 202316
DELTA LLOYD NV 16160.23%0.39%0.62%Q2 2013Q1 201716
CCM INVESTMENT ADVISERS LLC 16160.03%0.40%2.11%Q2 2013Q1 201716
MATTERN CAPITAL MANAGEMENT, LLC 16161.17%1.41%1.72%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.00%0.03%0.10%Q4 2019Q3 202316
XML Financial, LLC 16160.07%0.11%0.16%Q4 2019Q3 202316
Optas, LLC 16160.14%0.24%0.38%Q4 2019Q3 202316
Samalin Investment Counsel, LLC 16160.13%0.27%0.42%Q4 2019Q3 202316
Grantham, Mayo, Van Otterloo & Co. LLC 610.00%0.18%0.72%Q2 2013Q1 202116
Antonetti Capital Management LLC 910.01%0.10%0.27%Q2 2010Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.40%0.71%1.02%Q2 2013Q1 201716
BOK Financial Private Wealth, Inc. 16160.17%0.27%0.41%Q4 2019Q3 202316
Belmont Capital, LLC 16160.19%0.47%0.80%Q4 2019Q3 202316
WP Advisors, LLC 1310.08%0.29%0.41%Q2 2018Q3 202316
U S GLOBAL INVESTORS INC 510.02%0.28%1.16%Q2 2013Q2 202216
Soltis Investment Advisors LLC 16160.05%0.12%0.28%Q4 2019Q3 202316
PenderFund Capital Management Ltd. 1060.07%0.16%0.44%Q1 2018Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.03%0.13%0.24%Q4 2019Q3 202316
ISTHMUS PARTNERS, LLC 1410.00%0.02%0.24%Q2 2015Q2 202116
GFG Capital, LLC 16160.10%1.72%3.66%Q4 2019Q3 202316
Lourd Capital, LLC 16160.02%0.04%0.09%Q3 2015Q2 201916
Arkadios Wealth Advisors 16160.08%0.13%0.23%Q4 2019Q3 202316
BANK OF NOVA SCOTIA TRUST CO 1310.02%0.05%0.15%Q3 2015Q2 202316
RONALD BLUE & CO LLC 16160.00%0.03%0.05%Q2 2013Q1 201716
EPIQ PARTNERS, LLC 16160.17%0.23%0.33%Q4 2019Q3 202316
CLEAR INVESTMENT RESEARCH, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
CFM WEALTH PARTNERS LLC 16160.80%1.15%1.58%Q4 2019Q3 202316
HOHIMER WEALTH MANAGEMENT, LLC 16160.08%0.15%0.30%Q4 2019Q3 202316
Great Diamond Partners, LLC 16160.20%0.65%1.13%Q4 2019Q3 202316
Gleason Group, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Sage Capital Advisors,llc 1330.09%0.12%0.15%Q2 2019Q3 202316
Parcion Private Wealth LLC 16160.06%0.16%0.30%Q4 2019Q3 202316
IMPAX ASSET MANAGEMENT LLC 1330.02%0.53%1.81%Q2 2013Q2 201816
Frisch Financial Group, Inc. 740.07%0.11%0.17%Q1 2019Q3 202316
Peregrine Asset Advisers, Inc. 16160.16%0.29%0.53%Q1 2013Q4 201616
Granite Investment Advisors, LLC 16160.32%0.48%0.61%Q4 2017Q3 202116
ICW Investment Advisors LLC 16161.02%1.22%1.36%Q4 2019Q3 202316
GPM Growth Investors, Inc. 16160.51%1.16%2.22%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.07%0.08%0.10%Q4 2019Q3 202316
Summit Place Financial Advisors, LLC 16161.34%1.82%2.55%Q4 2019Q3 202316
Core Alternative Capital 16161.26%1.78%2.29%Q4 2019Q3 202316
Capital Bank & Trust Co 16160.02%0.38%1.15%Q2 2017Q1 202116
Sugarloaf Wealth Management, LLC 16160.05%0.07%0.12%Q4 2019Q3 202316
A.R.T. Advisors, LLC 710.06%0.32%0.88%Q4 2013Q2 202016
Pavion Blue Capital, LLC 16160.41%0.58%0.66%Q4 2019Q3 202316
ST GERMAIN D J CO INC 1330.03%0.04%0.14%Q4 2019Q4 202316
BLACKROCK ADVISORS LLC 15150.00%0.09%0.17%Q2 2013Q4 201615
Bank Julius Baer & Co. Ltd, Zurich 15150.07%0.12%0.27%Q1 2020Q3 202315
Marcum Wealth, LLC 15150.07%0.12%0.16%Q1 2020Q3 202315
NORTH AMERICAN MANAGEMENT CORP 15151.68%2.41%3.44%Q3 2017Q1 202115
Carolina Wealth Advisors, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
Mader & Shannon Wealth Management, Inc. 711.00%3.99%11.84%Q2 2014Q2 202115
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 870.00%0.07%0.18%Q4 2019Q3 202315
American Financial Advisors, LLC 15150.04%0.06%0.08%Q1 2020Q3 202315
New England Investment & Retirement Group, Inc. 15150.45%0.80%1.11%Q2 2013Q4 201615
Savior LLC 15150.00%0.03%0.10%Q4 2019Q2 202315
London & Capital Asset Management Ltd 15150.05%2.82%3.83%Q1 2020Q3 202315
Edgestream Partners, L.P. 410.02%0.68%4.52%Q4 2013Q3 202315
Robertson Stephens Wealth Management, LLC 15150.08%0.15%0.36%Q1 2020Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.18%0.29%0.38%Q1 2020Q3 202315
TURNER INVESTMENTS LLC 15150.00%0.51%1.38%Q2 2013Q4 201615
Avion Wealth 15150.02%0.02%0.03%Q1 2020Q3 202315
Wealth Alliance 15150.11%0.23%0.32%Q1 2020Q3 202315
Graypoint LLC 15150.07%0.10%0.12%Q1 2020Q3 202315
Red Spruce Capital, LLC 15150.20%0.34%0.43%Q2 2020Q4 202315
OLD DOMINION CAPITAL MANAGEMENT INC 15150.16%0.29%0.65%Q1 2018Q3 202115
BLUESTEIN R H & CO LLC 410.01%0.57%1.84%Q2 2013Q3 202215
Kessler Investment Group, LLC 910.06%2.18%3.26%Q4 2013Q3 202115
Mizuho Securities Co. Ltd. 1110.00%0.07%0.35%Q2 2019Q3 202315
S.E.E.D. Planning Group LLC 1410.34%1.52%2.58%Q4 2019Q3 202315
ARGI Investment Services, LLC 1310.01%0.02%0.04%Q3 2018Q4 202215
Trutina Financial LLC 15150.79%1.32%2.68%Q2 2013Q4 201615
HARVEY CAPITAL MANAGEMENT INC 15150.54%0.70%0.92%Q1 2020Q3 202315
Old North State Trust, LLC 630.03%0.07%0.13%Q3 2018Q1 202315
QV Investors Inc. 15150.16%0.71%1.95%Q1 2020Q3 202315
Ilmarinen Mutual Pension Insurance Co 15150.11%0.14%0.21%Q1 2020Q3 202315
Graves Light Lenhart Wealth, Inc. 15150.03%0.06%0.09%Q4 2018Q2 202215
Marathon Trading Investment Management LLC 610.01%0.06%0.24%Q1 2014Q3 202315
PHILADELPHIA TRUST CO 1310.02%0.49%1.12%Q4 2015Q3 202315
BSW Wealth Partners 1210.02%0.16%0.23%Q3 2018Q1 202315
JENSEN INVESTMENT MANAGEMENT INC 1410.00%2.78%3.81%Q4 2019Q3 202315
AGRAN LIBBIE 15150.06%0.15%0.33%Q3 2013Q1 201715
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1020.02%0.08%0.13%Q3 2017Q3 202115
Beaumont Financial Partners, LLC 15150.02%0.03%0.04%Q1 2019Q3 202215
LMR Partners LLP 810.00%0.17%0.58%Q1 2014Q1 202215
Key FInancial Inc 1320.09%0.15%0.22%Q4 2019Q3 202315
BlackRock Group LTD 15150.24%0.31%0.40%Q2 2013Q4 201615
Cooper Financial Group 1410.07%0.11%0.16%Q3 2019Q3 202315
LifePlan Financial Group, Inc 1140.01%0.01%0.02%Q2 2013Q3 202015
HHM Wealth Advisors, LLC 15150.01%0.04%0.07%Q1 2020Q3 202315
Columbia Trust Co 01012016 1230.42%0.57%0.63%Q4 2019Q3 202315
CWS Financial Advisors, LLC 870.28%0.39%0.56%Q4 2019Q3 202315
Unigestion Holding SA 960.01%0.20%0.62%Q2 2018Q1 202215
Marks Group Wealth Management, Inc 1410.05%0.15%0.28%Q4 2019Q3 202315
SECOR Capital Advisors, LP 410.02%0.35%1.02%Q4 2013Q4 201815
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 15150.34%0.53%0.79%Q1 2013Q3 201615
Cornerstone Capital, Inc. 15150.59%1.92%2.40%Q1 2020Q3 202315
FIRST NATIONAL CORP /MA/ /ADV 730.04%0.06%0.08%Q4 2018Q2 202315
BRINKER CAPITAL INC 15150.07%0.27%0.50%Q4 2016Q2 202015
BlackRock Japan Co. Ltd 15150.26%0.36%0.46%Q2 2013Q4 201615
OFI Advisors LLC 1140.07%0.08%0.10%Q3 2011Q3 201515
Charles Schwab Investment Advisory, Inc. 870.00%0.12%0.29%Q2 2018Q3 202315
Verity Asset Management, Inc. 1140.27%0.40%0.60%Q3 2019Q2 202315
MOSELEY INVESTMENT MANAGEMENT INC 15150.14%0.33%0.55%Q1 2020Q3 202315
Wealth Advisors of Iowa, LLC 15150.11%0.20%0.31%Q1 2020Q3 202315
Moser Wealth Advisors, LLC 1320.02%0.40%2.10%Q4 2019Q3 202315
BOYS ARNOLD & CO INC 810.03%0.05%0.07%Q4 2015Q4 201915
BlackRock Institutional Trust Company, N.A. 15150.25%0.31%0.40%Q2 2013Q4 201615
Pictet North America Advisors SA 1050.07%0.20%0.38%Q1 2014Q4 201715
DUMONT & BLAKE INVESTMENT ADVISORS LLC 15150.16%0.27%0.39%Q1 2020Q3 202315
Calvert Investment Management, Inc. 15150.04%0.14%0.22%Q2 2013Q4 201615
Madison Asset Management, LLC 1410.00%0.24%0.33%Q4 2019Q3 202315
Trust Co of Kansas 15151.75%2.85%4.14%Q4 2019Q2 202315
Citizens National Bank Trust Department 15150.02%0.19%0.50%Q1 2020Q3 202315
Hixon Zuercher, LLC 1411.04%2.23%3.34%Q4 2019Q3 202315
PacWest Financial Management Inc 15150.15%1.15%1.72%Q2 2013Q4 201615
Eudaimonia Partners, LLC 870.08%0.15%0.22%Q4 2019Q3 202315
BlackRock Investment Management, LLC 15150.15%0.25%0.32%Q2 2013Q4 201615
Advanced Asset Management Advisors Inc 15151.37%1.62%1.78%Q1 2020Q3 202315
Stack Financial Management, Inc 15150.02%3.08%4.04%Q4 2017Q2 202115
Wellspring Financial Advisors, LLC 15150.13%0.20%0.27%Q1 2020Q3 202315
Auxano Advisors, LLC 15150.36%0.72%0.95%Q1 2020Q3 202315
HC FINANCIAL ADVISORS INC 1410.47%1.19%1.77%Q1 2018Q2 202215
Rosenberg Matthew Hamilton 15150.09%0.13%0.18%Q1 2020Q3 202315
Eastover Investment Advisors LLC 15152.66%3.34%3.77%Q1 2020Q3 202315
Horst & Graben Wealth Management LLC 15150.10%0.15%0.20%Q1 2020Q3 202315
Clarus Wealth Advisors 740.02%0.19%0.31%Q2 2018Q2 202315
Merit Financial Group, LLC 1410.02%0.07%0.15%Q4 2019Q3 202315
Platform Technology Partners 1050.52%0.62%0.73%Q4 2019Q3 202315
EXCHANGE TRADED CONCEPTS, LLC 1320.00%0.02%0.09%Q4 2019Q4 202315
FARMERS TRUST CO 15150.05%0.60%0.93%Q4 2019Q2 202315
Virtus Fund Advisers, LLC 15150.00%0.17%0.28%Q2 2014Q4 201715
HERNDON CAPITAL MANAGEMENT LLC 15150.00%0.02%0.04%Q4 2013Q2 201715
Blueshift Asset Management, LLC 510.02%0.45%1.14%Q4 2018Q3 202315
SG3 Management, LLC 610.00%0.29%2.26%Q2 2017Q4 202115
PrairieView Partners, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
ARS Investment Partners, LLC 1310.01%1.03%2.35%Q1 2015Q1 202315
WoodTrust Financial Corp 15150.64%1.08%1.26%Q1 2020Q3 202315
Monterey Private Wealth, Inc. 1410.13%0.17%0.22%Q4 2019Q3 202315
OppenheimerFunds, Inc. 15150.06%0.16%0.42%Q3 2015Q1 201915
BlackRock Fund Advisors 15150.16%0.21%0.28%Q2 2013Q4 201615
Arlington Financial Advisors, LLC 15150.98%1.22%1.42%Q1 2020Q3 202315
Rampart Investment Management Company, LLC 15150.08%0.45%0.75%Q1 2017Q3 202015
PREMIER ASSET MANAGEMENT LLC 1410.07%2.05%3.06%Q4 2014Q1 202015
NEW CENTURY INVESTMENT MANAGEMENT, INC 15150.26%1.02%1.84%Q2 2013Q4 201615
COURIER CAPITAL LLC 910.03%0.05%0.07%Q3 2013Q1 201815
BFSG, LLC 830.05%0.56%1.27%Q1 2017Q1 202215
River Road Asset Management, LLC 740.02%0.53%1.26%Q4 2017Q1 202315
J.W. COLE ADVISORS, INC. 1410.04%0.10%0.30%Q4 2019Q3 202315
Almanack Investment Partners, LLC. 1110.04%0.06%0.09%Q2 2017Q2 202315
Xact Kapitalforvaltning AB 15150.20%0.38%0.45%Q3 2016Q1 202015
OSAIC HOLDINGS, INC. 15150.11%0.16%0.19%Q1 2020Q3 202315
FOUNDERS FINANCIAL SECURITIES LLC 1230.07%0.13%0.29%Q3 2018Q3 202315
Advisor Group, Inc. 15150.11%0.17%0.39%Q2 2016Q4 201915
GERMAN AMERICAN BANCORP, INC. 15150.03%0.68%1.02%Q2 2018Q4 202115
Rainier Group Investment Advisory LLC 1320.21%0.31%0.47%Q4 2016Q3 202015
LA FINANCIERE DE L'ECHIQUIER 720.08%1.42%4.44%Q1 2016Q2 202215
MSI Financial Services Inc 15150.08%0.15%0.25%Q2 2013Q4 201615
TMD & ASSOCIATES, INC 15150.17%0.35%0.84%Q4 2015Q2 201915
Legacy Bridge, LLC 15150.02%0.02%0.02%Q1 2020Q3 202315
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1230.00%1.05%3.58%Q4 2019Q3 202315
Waratah Capital Advisors Ltd. 610.10%2.03%9.59%Q1 2014Q3 202015
Your Advocates Ltd., LLP 15150.04%0.06%0.07%Q1 2020Q3 202315
Leelyn Smith, LLC 15150.06%0.77%1.23%Q4 2019Q2 202315
Nadler Financial Group, Inc. 1050.04%0.08%0.13%Q3 2015Q4 202115
SPINNAKER TRUST 15150.02%0.04%0.04%Q1 2020Q3 202315
IFG Advisors, LLC 15150.12%0.26%0.39%Q1 2020Q3 202315
OmniStar Financial Group, Inc. 720.41%0.82%2.56%Q3 2018Q3 202314
Robeco Schweiz AG 14140.22%0.54%0.93%Q2 2013Q3 201614
Symphony Financial, Ltd. Co. 14140.08%0.11%0.17%Q2 2020Q3 202314
Global Financial Private Capital, Inc 14140.01%0.06%0.13%Q1 2017Q2 202014
RIVER GLOBAL INVESTORS LLP 14140.16%0.40%0.71%Q2 2020Q3 202314
PSI Advisors, LLC 1110.08%0.15%0.57%Q4 2019Q3 202314
Advocacy Wealth Management Services, LLC 1310.01%0.03%0.12%Q3 2013Q4 201814
Ellsworth Advisors, LLC 14140.16%0.48%0.71%Q2 2020Q3 202314
XPONANCE, INC. 14140.20%0.33%0.43%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.01%0.14%0.31%Q4 2018Q1 202214
Intercontinental Wealth Advisors, LLC 1130.01%0.14%0.25%Q4 2018Q2 202314
MITCHELL CAPITAL MANAGEMENT CO 860.44%1.14%2.04%Q4 2016Q4 202114
K.J. Harrison & Partners Inc 730.30%0.66%1.45%Q4 2017Q2 202314
MATRIX PRIVATE CAPITAL GROUP LLC 1310.14%0.19%0.32%Q4 2019Q3 202314
Brick & Kyle, Associates 14140.12%0.18%0.23%Q4 2014Q1 201814
Value Partners Investments Inc. 14140.38%0.57%0.80%Q2 2020Q3 202314
Klingman & Associates, LLC 820.00%0.01%0.04%Q4 2014Q3 202314
FORT PITT CAPITAL GROUP, LLC 14140.01%1.72%2.68%Q4 2019Q1 202314
C Partners Holding GmbH 14140.10%2.90%6.22%Q4 2017Q1 202114
BAR HARBOR TRUST SERVICES 1210.00%0.13%0.17%Q1 2015Q2 202214
Selective Wealth Management, Inc. 1310.01%0.03%0.07%Q3 2018Q3 202214
Wellington Shields & Co., LLC 14140.03%0.09%0.20%Q2 2020Q3 202314
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1220.06%0.21%0.31%Q1 2020Q3 202314
Sands Capital Management 950.03%1.58%2.49%Q2 2013Q1 201914
Petrus Trust Company, LTA 1310.03%0.84%1.17%Q3 2018Q2 202314
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.02%Q2 2013Q3 201614
PARADIGM ASSET MANAGEMENT CO LLC 610.04%0.15%0.56%Q4 2013Q1 202014
Cordatus Wealth Management LLC 510.17%1.29%3.08%Q4 2018Q2 202314
HOWARD HUGHES MEDICAL INSTITUTE 710.02%0.75%1.54%Q2 2013Q3 202214
TRUST CO OF VIRGINIA /VA 14140.76%1.02%1.18%Q2 2020Q3 202314
M&G INVESTMENT MANAGEMENT LTD 14140.00%0.03%0.20%Q4 2019Q1 202314
Private Advisory Group LLC 630.05%0.08%0.11%Q2 2019Q3 202314
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 14140.14%0.18%0.22%Q2 2020Q3 202314
Strategic Wealth Partners, Ltd. 830.00%0.17%0.58%Q4 2017Q1 202314
ASSET MANAGEMENT CORP /IL/ /ADV 14140.40%0.55%0.84%Q4 2019Q1 202314
Wesleyan Assurance Society 14140.19%0.30%0.41%Q2 2020Q3 202314
STABLEFORD CAPITAL II LLC 610.24%0.39%1.03%Q1 2019Q3 202314
BREITER CAPITAL MANAGEMENT INC 1310.30%1.16%1.86%Q1 2018Q1 202214
Mizuho Asset Management Co.,Ltd. 14140.01%0.10%0.23%Q2 2013Q3 201614
EagleClaw Capital Managment, LLC 14140.83%0.97%1.12%Q2 2020Q3 202314
St. James Investment Company, LLC 14140.80%1.84%2.51%Q1 2020Q2 202314
CEDAR ROCK CAPITAL LTD 141411.88%15.43%18.75%Q3 2018Q4 202114
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.01%0.06%Q2 2017Q3 202014
Pinion Investment Advisors, LLC 1220.15%0.36%0.56%Q1 2018Q3 202314
Trust Asset Management LLC 14140.05%0.14%0.17%Q2 2020Q3 202314
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1310.07%0.22%0.49%Q4 2019Q3 202314
LexAurum Advisors, LLC 1040.06%0.11%0.17%Q1 2020Q3 202314
Rock Creek Group, LP 14140.01%0.04%0.13%Q2 2020Q3 202314
OSTERWEIS CAPITAL MANAGEMENT INC 1220.02%0.20%1.29%Q4 2017Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 1310.15%0.18%0.25%Q1 2020Q3 202314
SCHOLTZ & COMPANY, LLC 1110.25%2.81%4.81%Q1 2014Q1 202014
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 730.52%1.14%1.61%Q3 2015Q1 202014
Echo Street Capital Management LLC 610.00%0.15%0.76%Q3 2016Q3 202314
Community Capital Management, LLC 14140.54%0.86%1.14%Q4 2018Q1 202214
First Fiduciary Investment Counsel, Inc. 14140.86%1.62%2.10%Q2 2020Q3 202314
O'Shares Investment Advisers, LLC 14140.33%0.78%1.52%Q4 2018Q1 202214
CONDOR CAPITAL MANAGEMENT 1220.02%0.09%0.19%Q2 2019Q3 202314
Dai-ichi Life Holdings, Inc. 14140.29%0.38%0.55%Q2 2013Q3 201614
MATHER GROUP, LLC. 14140.01%0.02%0.03%Q2 2020Q3 202314
NatWest Group plc 1010.01%0.36%1.41%Q2 2013Q3 202314
KANAWHA CAPITAL MANAGEMENT LLC 810.02%0.03%0.04%Q4 2019Q3 202314
BlueCrest Capital Management Ltd 610.01%0.06%0.20%Q4 2014Q3 202314
ICON ADVISERS INC/CO 14140.05%0.29%0.70%Q4 2013Q1 201714
Cornerstone Advisory, LLC 14140.04%0.15%0.34%Q2 2020Q3 202314
DEERE & CO 14140.18%0.28%0.36%Q2 2013Q3 201614
WESTPORT RESOURCES MANAGEMENT INC 14140.08%0.20%0.39%Q2 2013Q3 201614
WealthBridge Investment Counsel Inc. 14142.06%2.74%3.33%Q2 2020Q3 202314
CANANDAIGUA NATIONAL BANK & TRUST CO 910.04%0.27%0.56%Q2 2017Q4 202314
RAND WEALTH, LLC 1310.04%0.22%0.31%Q2 2014Q3 201814
TEXAS CAPITAL BANCSHARES INC/TX 1130.17%2.48%4.07%Q4 2014Q3 202314
Good Life Advisors, LLC 14140.08%0.12%0.20%Q2 2020Q3 202314
Cox Capital Mgt LLC 14140.30%1.27%2.27%Q2 2020Q3 202314
HANSEATIC MANAGEMENT SERVICES INC 720.05%0.96%1.80%Q2 2013Q2 202014
Matterhorn Capital Management, LLC 14140.72%1.52%1.91%Q2 2013Q3 201614
Venture Visionary Partners LLC 14140.13%0.27%0.37%Q2 2020Q3 202314
ATTICUS WEALTH MANAGEMENT, LLC 14140.01%0.05%0.14%Q2 2020Q3 202314
Semmax Financial Advisors Inc. 1210.00%0.75%2.09%Q1 2019Q3 202314
Biondo Investment Advisors, LLC 14140.40%0.89%1.16%Q2 2020Q3 202314
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1010.10%0.15%0.21%Q4 2019Q3 202314
Versor Investments LP 510.02%0.11%0.33%Q3 2017Q3 202314
Sicart Associates LLC 14140.60%0.72%0.81%Q2 2020Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.03%0.06%0.08%Q2 2020Q3 202314
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1040.56%0.78%1.01%Q1 2020Q3 202314
SMITH ASSET MANAGEMENT GROUP LP 1220.32%0.94%1.48%Q3 2013Q3 201914
Quadrant Private Wealth Management, LLC 1040.20%0.64%0.83%Q1 2020Q3 202314
Orca Investment Management, LLC 1220.50%0.75%0.89%Q2 2019Q3 202314
NICOLET ADVISORY SERVICES, LLC 1220.06%0.07%0.08%Q1 2020Q3 202314
Sitrin Capital Management LLC 772.68%3.53%4.34%Q4 2015Q3 202314
Yellowstone Partners, LLC 1220.31%0.37%0.44%Q4 2013Q4 201714
Stanley-Laman Group, Ltd. 610.04%0.18%0.32%Q4 2017Q2 202314
&PARTNERS 13130.16%0.21%0.30%Q3 2020Q3 202313
Family Management Corp 1120.17%2.35%3.69%Q3 2014Q4 201713
RS INVESTMENT MANAGEMENT CO LLC 13130.02%0.04%0.06%Q2 2013Q2 201613
KANALY TRUST CO 13130.02%0.05%0.15%Q4 2013Q4 201613
ALPINE WOODS CAPITAL INVESTORS, LLC 610.02%0.06%0.09%Q4 2016Q3 202313
TOWER BRIDGE ADVISORS 13130.16%0.33%0.50%Q3 2020Q3 202313
First National Bank of Hutchinson 760.12%0.25%0.38%Q4 2016Q3 202113
FRIESS ASSOCIATES LLC 1210.33%1.12%2.31%Q2 2013Q2 201713
Retirement Group, LLC 810.00%0.02%0.10%Q4 2019Q3 202313
HUTCHENS INVESTMENT MANAGEMENT INC 13130.00%2.22%3.39%Q4 2014Q4 201713
WESPAC Advisors SoCal, LLC 1030.01%0.38%0.71%Q4 2015Q1 201913
Foundations Investment Advisors, LLC 1210.01%0.02%0.05%Q3 2018Q3 202313
HARDING LOEVNER LP 910.00%0.17%0.77%Q4 2015Q3 202213
PACES FERRY WEALTH ADVISORS, LLC 13130.61%0.74%0.89%Q3 2020Q3 202313
Bramshill Investments, LLC 410.02%0.13%0.31%Q3 2017Q3 202313
BNC WEALTH MANAGEMENT, LLC 13131.31%1.84%2.38%Q3 2020Q3 202313
BAROMETER CAPITAL MANAGEMENT INC. 610.02%1.46%5.18%Q4 2013Q1 202313
MinichMacGregor Wealth Management, LLC 1210.01%0.02%0.05%Q4 2015Q4 202213
Lehman Financial Resources, Inc. 850.01%0.10%0.24%Q4 2013Q4 201713
TFC Financial Management, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 810.03%0.05%0.07%Q4 2015Q4 202013
Kestra Advisory Services, LLC 13130.11%0.19%0.28%Q3 2020Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.23%0.28%0.34%Q3 2020Q3 202313
Vontobel Holding Ltd. 12120.03%0.21%0.32%Q4 2020Q3 202313
Hexagon Capital Partners LLC 13130.03%0.05%0.07%Q3 2020Q3 202313
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.88%1.13%1.26%Q2 2013Q2 201613
Melvin Capital Management LP 420.64%2.16%4.58%Q1 2015Q2 202113
Teamwork Financial Advisors, LLC 13130.04%0.14%0.23%Q3 2020Q3 202313
Castle Rock Wealth Management, LLC 710.08%0.20%0.91%Q4 2017Q3 202313
Continuum Advisory, LLC 1210.10%0.22%0.38%Q4 2017Q3 202313
Founders Financial Alliance, LLC 13130.51%0.69%0.96%Q3 2020Q3 202313
CCLA Investment Management 850.68%1.46%2.05%Q2 2020Q3 202313
IndexIQ Advisors LLC 13130.07%0.12%0.18%Q1 2019Q1 202213
Enterprise Trust & Investment Co 13130.01%0.01%0.02%Q2 2019Q2 202213
First Eagle Investment Management, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
Lehman & Derafelo Financial Resources LLC 1210.07%0.09%0.12%Q1 2019Q4 202213
VSR Financial Services, Inc. 13130.03%0.10%0.18%Q2 2013Q2 201613
BENNETT SELBY INVESTMENTS LP 13132.08%2.55%3.01%Q4 2020Q4 202313
MOORE CAPITAL MANAGEMENT, LP 310.01%0.15%0.49%Q2 2013Q1 202313
PBMares Wealth Management LLC 13130.08%0.17%0.30%Q3 2020Q3 202313
Bell Rock Capital LLC 13130.02%0.18%0.78%Q4 2016Q4 201913
Rikoon Group, LLC 13130.07%0.17%0.25%Q1 2018Q1 202113
BRIDGEWAY CAPITAL MANAGEMENT, LLC 510.03%0.11%0.23%Q2 2013Q4 201913
ROCKY MOUNTAIN ADVISERS, LLC 13130.02%0.04%0.07%Q3 2020Q3 202313
Samsung Asset Management (New York), Inc. 13130.82%1.73%2.19%Q3 2013Q3 201613
Vontobel Swiss Wealth Advisors AG 850.27%1.07%1.54%Q1 2017Q2 202013
Global X Management CO LLC 13130.00%0.02%0.03%Q2 2015Q2 201813
Kore Private Wealth LLC 820.02%0.03%0.08%Q4 2018Q3 202213
Illinois Municipal Retirement Fund 13130.04%0.06%0.07%Q3 2020Q3 202313
Giverny Capital 13130.03%0.04%0.05%Q3 2020Q3 202313
Ridgewood Investments LLC 13130.09%0.35%0.55%Q2 2020Q2 202313
Lee Financial Co 910.00%0.01%0.02%Q2 2017Q3 202313
C-J Advisory, Inc. 13130.01%0.02%0.03%Q3 2016Q3 201913
Investors Capital Advisory Services 13130.13%0.22%0.35%Q2 2013Q2 201613
Laidlaw Wealth Management LLC 850.25%0.46%0.77%Q4 2019Q3 202313
OKABENA INVESTMENT SERVICES INC 1030.51%1.12%2.38%Q4 2019Q1 202313
LEVIN CAPITAL STRATEGIES, L.P. 13130.05%0.07%0.08%Q3 2020Q3 202313
GENERAL ELECTRIC CO 13130.01%0.02%0.05%Q2 2013Q2 201613
Moisand Fitzgerald Tamayo, LLC 760.00%0.03%0.07%Q2 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.25%0.35%0.39%Q3 2020Q3 202313
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 1120.10%0.14%0.17%Q2 2020Q3 202313
PagnatoKarp Partners LLC 850.07%0.16%0.76%Q4 2016Q1 202013
MIG Capital, LLC 1010.04%3.63%5.14%Q2 2013Q1 201913
Newbridge Financial Services Group, Inc. 13130.11%0.14%0.17%Q3 2020Q3 202313
Sciencast Management LP 510.08%0.48%0.86%Q4 2016Q3 202313
West Family Investments, Inc. 1030.05%0.13%0.18%Q3 2018Q3 202313
PDS Planning, Inc 13130.06%0.09%0.13%Q3 2020Q3 202313
Beech Hill Advisors, Inc. 710.18%1.58%2.58%Q4 2014Q3 202313
TrinityPoint Wealth, LLC 13130.05%0.25%0.74%Q4 2018Q4 202113
Mint Tower Capital Management B.V. 210.00%0.30%0.94%Q1 2018Q1 202113
Paradigm Financial Partners, LLC 13130.38%0.56%0.74%Q3 2020Q3 202313
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 940.02%0.07%0.19%Q2 2019Q1 202313
Guidant Wealth Advisors 13130.01%0.01%0.04%Q3 2016Q3 201913
Dynamic Technology Lab Private Ltd 310.08%0.32%0.70%Q1 2013Q3 202313
AMG National Trust Bank 13130.01%0.02%0.02%Q3 2020Q3 202313
Community Financial Services Group, LLC 610.02%0.59%1.69%Q2 2014Q3 202313
Timber Hill LLC 710.00%0.08%0.36%Q3 2013Q2 201913
Supplemental Annuity Collective Trust of NJ 13130.42%0.57%0.71%Q1 2014Q1 201713
Century Capital Management, LLC 13130.20%0.49%0.79%Q2 2014Q2 201713
CAHILL FINANCIAL ADVISORS INC 1210.03%0.32%0.48%Q4 2013Q3 202113
Eagle Capital Management, LLC 13130.69%2.62%5.22%Q4 2013Q4 201613
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 13131.61%2.36%3.56%Q3 2020Q3 202313
PICTON MAHONEY ASSET MANAGEMENT 520.10%0.19%0.53%Q2 2013Q3 202313
Independence Wealth Advisors, Inc. 13130.49%0.84%1.46%Q4 2017Q4 202013
TODD ASSET MANAGEMENT LLC 510.19%0.34%0.46%Q3 2013Q3 201913
Counsel Portfolio Services Inc. 13130.16%0.47%0.80%Q2 2013Q2 201613
FCG ADVISORS, LLC 850.06%0.09%0.13%Q2 2016Q3 202013
Iron Horse Wealth Management, LLC 12120.08%0.11%0.16%Q4 2020Q3 202312
Northern Capital Management, Inc. 12120.33%0.39%0.44%Q4 2020Q3 202312
Clearstead Trust, LLC 930.04%0.42%1.61%Q1 2017Q3 202312
Landsberg, Bennett, & Dubbaneh LLC 12120.28%0.50%0.74%Q4 2018Q3 202112
Southland Equity Partners LLC 12120.10%0.14%0.22%Q4 2020Q3 202312
Alyeska Investment Group, L.P. 310.01%0.19%0.50%Q1 2015Q2 202312
CVA Family Office, LLC 1110.02%0.08%0.11%Q3 2020Q3 202312
HOWARD CAPITAL MANAGEMENT 12120.03%0.04%0.05%Q1 2018Q4 202012
TD Securities (USA) LLC 12120.18%0.33%0.44%Q2 2013Q1 201612
Robbins Farley 12121.70%2.10%2.92%Q4 2020Q3 202312
STEPH & CO 12120.00%0.01%0.03%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.02%0.12%Q4 2020Q3 202312
2Xideas AG 12120.85%0.99%1.26%Q4 2020Q3 202312
ARGENT TRUST Co 12120.08%0.18%0.41%Q4 2014Q3 201712
Smart Portfolios, LLC 12120.08%0.36%0.56%Q1 2018Q4 202012
WealthTrust Fairport, LLC 750.00%0.01%0.02%Q2 2013Q1 201912
West Financial Advisors, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
GRAND JEAN CAPITAL MANAGEMENT INC 750.06%0.08%0.11%Q3 2020Q3 202312
Smith Anglin Financial, LLC 12120.03%0.06%0.08%Q4 2020Q3 202312
Vectors Research Management, LLC 1110.01%0.01%0.02%Q3 2018Q2 202212
Stephens Investment Management Group LLC 12120.00%0.00%0.00%Q2 2015Q1 201812
Alta Wealth Advisors LLC 12120.38%0.52%0.69%Q4 2020Q3 202312
Phoenix Holdings Ltd. 750.01%0.05%0.10%Q1 2020Q3 202312
TriaGen Wealth Management LLC 12120.35%0.43%0.46%Q4 2020Q3 202312
GPS Wealth Strategies Group, LLC 930.14%0.26%0.41%Q3 2020Q3 202312
Marcus Capital, LLC 12122.34%2.89%3.39%Q4 2015Q3 201812
Elk River Wealth Management, LLC 12120.60%0.75%0.87%Q4 2020Q3 202312
Modera Wealth Management, LLC 12120.01%0.06%0.26%Q4 2020Q3 202312
Zeit Capital LLC 12120.02%0.04%0.11%Q4 2020Q3 202312
Evolution Wealth Advisors, LLC 810.01%0.04%0.06%Q2 2019Q1 202312
Main Street Financial Solutions, LLC 12120.05%0.07%0.09%Q4 2020Q3 202312
Johnson Bixby & Associates, LLC 12120.07%0.10%0.14%Q4 2020Q3 202312
Leucadia National 440.01%0.09%0.13%Q4 2022Q3 202312
REYNOLDS CAPITAL MANAGEMENT LLC 12120.61%1.97%4.03%Q2 2013Q1 201612
Ten Capital Wealth Advisors, LLC 12120.04%0.29%0.82%Q3 2020Q2 202312
Golden State Wealth Management, LLC 930.10%0.16%0.22%Q1 2019Q1 202212
Allen Capital Group, LLC 12120.04%0.07%0.22%Q3 2020Q2 202312
GFS Advisors, LLC 710.07%0.76%2.05%Q1 2016Q3 202312
Elo Mutual Pension Insurance Co 12120.23%0.28%0.31%Q4 2020Q3 202312
BRAUN STACEY ASSOCIATES INC 750.04%0.60%1.28%Q2 2015Q3 202112
CHICAGO TRUST Co NA 1110.07%0.37%0.51%Q2 2019Q3 202312
Human Investing LLC 840.00%0.47%1.09%Q4 2018Q3 202312
Annex Advisory Services, LLC 12120.02%0.21%0.54%Q4 2020Q3 202312
Financial Avengers, Inc. 12120.78%1.60%2.45%Q4 2020Q3 202312
Accretive Wealth Partners, LLC 12120.78%0.96%1.18%Q4 2020Q3 202312
FINANCIAL MANAGEMENT NETWORK INC 12120.10%0.18%0.27%Q4 2020Q3 202312
Valley Brook Capital Group, Inc. 12120.37%0.45%0.54%Q4 2020Q3 202312
Reliant Investment Management, LLC 12121.37%2.65%3.32%Q4 2013Q3 201612
Friedberg Investment Management 12120.36%0.72%1.07%Q1 2014Q4 201612
Waterfront Wealth Inc. 12120.11%0.16%0.28%Q4 2020Q3 202312
Copperleaf Capital, LLC 1110.21%0.27%0.34%Q4 2019Q2 202312
Red Wave Investments LLC 12120.13%0.14%0.15%Q4 2020Q3 202312
Insight Advisors, LLC/ PA 12120.06%0.15%0.26%Q4 2020Q3 202312
Cohen Investment Advisors LLC 12121.46%1.74%2.04%Q4 2020Q3 202312
Doyle Wealth Management 1010.01%0.67%0.98%Q4 2018Q3 202212
CoreFirst Bank & Trust 12120.34%0.43%0.51%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.21%0.26%0.34%Q4 2020Q3 202312
Karp Capital Management Corp 1110.01%0.84%1.26%Q4 2014Q3 202212
Colonial River Wealth Management, LLC 12120.28%0.50%1.04%Q4 2020Q3 202312
Well Done, LLC 710.03%0.05%0.06%Q1 2018Q2 202212
Siemens Fonds Invest GmbH 12120.30%0.48%1.06%Q4 2020Q3 202312
Interchange Capital Partners, LLC 12120.22%0.77%2.13%Q4 2020Q3 202312
Apollon Wealth Management, LLC 1110.02%0.14%0.19%Q2 2020Q3 202312
MCKINLEY CAPITAL MANAGEMENT LLC 1020.09%0.24%0.58%Q1 2015Q2 201912
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.13%0.18%0.26%Q4 2018Q3 202112
AHL Partners LLP 12120.01%0.08%0.26%Q1 2015Q4 201712
SITTNER & NELSON, LLC 12122.09%2.71%4.06%Q4 2020Q3 202312
Salvus Wealth Management, LLC 12120.28%0.51%0.82%Q4 2020Q3 202312
ICICI Prudential Asset Management Co Ltd 840.04%0.60%2.33%Q4 2016Q3 202312
Sovereign Financial Group, Inc. 12120.11%0.17%0.24%Q4 2020Q3 202312
Tacita Capital Inc 12120.29%0.37%0.43%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.17%0.27%0.36%Q4 2020Q3 202312
Advisor OS, LLC 750.05%0.16%0.32%Q3 2020Q3 202312
Vancity Investment Management Ltd 12121.73%2.16%2.60%Q4 2020Q3 202312
ZEKE CAPITAL ADVISORS, LLC 610.02%0.10%0.19%Q4 2016Q4 202212
Passport Capital, LLC 12120.04%0.52%1.80%Q2 2013Q1 201612
High Pines Wealth Management, LLC 12120.43%1.46%2.68%Q4 2020Q3 202312
INVESTMENT PARTNERS, LTD. 1110.11%0.16%0.21%Q3 2016Q3 202312
AIA Group Ltd 12120.02%1.06%2.82%Q4 2020Q3 202312
Community Bank & Trust, Waco, Texas 12120.07%0.10%0.14%Q4 2020Q3 202312
Unified Trust Company, N.A. 12121.44%2.22%3.08%Q4 2018Q3 202112
WOLFF WIESE MAGANA LLC 12120.14%0.45%1.39%Q4 2020Q3 202312
First Western Capital Management Co 1010.06%0.64%1.26%Q4 2013Q2 201712
TRILOGY GLOBAL ADVISORS LP 12120.13%1.20%4.31%Q1 2016Q4 201812
Strategic Blueprint, LLC 1110.04%0.10%0.18%Q3 2019Q3 202312
SOA Wealth Advisors, LLC. 12120.08%0.10%0.12%Q4 2020Q3 202312
SVA Wealth Management, LLC 1110.02%0.12%0.28%Q2 2016Q4 202012
Cupps Capital Management, LLC 750.02%0.20%0.45%Q2 2013Q2 201612
Wealth Dimensions Group, Ltd. 12120.10%0.16%0.25%Q4 2020Q3 202312
COZAD ASSET MANAGEMENT INC 12120.04%0.06%0.08%Q4 2020Q3 202312
Cannell & Co. 12120.01%0.04%0.04%Q3 2015Q2 201812
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.30%0.46%0.73%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.06%0.08%0.11%Q4 2020Q3 202312
Itau Unibanco Holding S.A. 410.00%0.09%0.64%Q2 2017Q3 202312
Kercheville Advisors, LLC 12122.18%2.81%3.83%Q4 2020Q3 202312
CIDEL ASSET MANAGEMENT INC 12120.01%0.13%0.66%Q1 2018Q4 202012
JANICZEK WEALTH MANAGEMENT, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
CALTON & ASSOCIATES, INC. 440.05%0.09%0.23%Q4 2017Q4 202112
HHG & Company, LLC 12120.14%0.41%0.77%Q2 2013Q1 201612
COMERICA SECURITIES INC 1110.12%0.19%0.24%Q4 2014Q4 201812
Financial Advisory Group 750.04%0.06%0.08%Q3 2020Q3 202312
TimesSquare Capital Management, LLC 840.03%0.04%0.06%Q2 2013Q1 201712
Capital Planning LLC 12120.26%0.43%0.70%Q4 2020Q3 202312
CALDWELL & ORKIN INC 1110.70%1.83%2.70%Q3 2013Q4 201612
RED CEDAR INVESTMENT MANAGEMENT, LLC 12120.06%0.30%0.51%Q4 2020Q3 202312
ASSET ADVISORS CORP 12120.00%0.01%0.01%Q1 2014Q4 201612
Solstein Capital, LLC 1110.01%0.06%0.50%Q4 2019Q3 202312
Prudent Man Advisors, LLC 12120.00%0.42%0.61%Q4 2020Q3 202312
Concord Wealth Partners 12120.03%0.07%0.16%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.56%0.72%0.91%Q4 2020Q3 202312
New Potomac Partners, LLC 12120.01%0.02%0.02%Q4 2017Q3 202012
Aaron Wealth Advisors LLC 12120.18%0.39%0.50%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.78%1.06%1.20%Q4 2020Q3 202312
O'Dell Group, LLC 12120.13%0.18%0.27%Q4 2020Q3 202312
HERMES INVESTMENT MANAGEMENT LTD 12120.01%0.11%0.22%Q3 2015Q2 201812
LCM Capital Management Inc 12120.22%0.27%0.30%Q4 2020Q3 202312
ARBOR TRUST WEALTH ADVISORS, LLC 12120.14%0.18%0.24%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12121.11%1.42%1.85%Q4 2020Q3 202312
PartnerRe Asset Management CORP 12120.20%0.25%0.31%Q2 2013Q1 201612
PATRON PARTNERS, LLC 12120.50%0.61%0.75%Q4 2020Q3 202312
Blue Fin Capital, Inc. 630.06%0.09%0.13%Q2 2019Q2 202312
GRATRY & Co LLC 12120.15%0.22%0.30%Q2 2013Q1 201612
Diversified, LLC 12120.08%0.19%0.34%Q4 2020Q3 202312
Rede Wealth, LLC 12120.28%0.37%0.48%Q4 2020Q3 202312
NORTHSTAR INVESTMENT ADVISORS LLC 12121.01%1.96%2.98%Q3 2018Q2 202112
Nicholas Investment Partners, LP 610.05%0.15%0.26%Q2 2013Q4 201712
Altus Wealth Group LLC 12120.14%0.27%0.38%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12121.05%1.32%1.92%Q4 2020Q3 202312
Berman Capital Advisors, LLC 12120.05%0.09%0.16%Q4 2018Q3 202112
Matarin Capital Management, LLC 750.18%0.42%0.63%Q1 2015Q2 202012
Galvin, Gaustad & Stein, LLC 12121.84%2.03%2.32%Q4 2020Q3 202312
Ashburton (Jersey) Ltd 12120.02%0.10%0.19%Q2 2018Q1 202112
TMD Wealth Management, LLC 12120.09%0.16%0.28%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.03%0.11%Q4 2020Q3 202312
ENCOMPASS WEALTH ADVISORS, LLC 12120.18%0.29%0.64%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.08%0.29%0.55%Q4 2020Q3 202312
UNIVEST FINANCIAL Corp 810.09%0.11%0.17%Q3 2013Q4 201912
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.42%0.59%0.82%Q4 2020Q3 202312
Oak Grove Capital LLC 12120.33%1.84%3.46%Q4 2017Q3 202012
High Note Wealth, LLC 12120.88%1.16%1.42%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Ohio National Investments, Inc. 12120.55%0.66%0.81%Q2 2013Q1 201612
HRT FINANCIAL LP 410.01%0.12%0.87%Q3 2018Q3 202312
CLOVERFIELDS CAPITAL GROUP, LP 12120.59%0.90%1.36%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.20%0.31%0.48%Q4 2020Q3 202312
Peak Asset Management, LLC 750.06%0.07%0.08%Q3 2020Q3 202312
Brown Miller Wealth Management, LLC 12121.85%2.22%2.45%Q4 2020Q3 202312
Laird Norton Wetherby Trust Company, LLC 12120.13%0.30%0.53%Q4 2020Q3 202312
Aspen Investment Management Inc 12120.42%1.12%2.14%Q1 2019Q4 202112
Two Creeks Capital Management, LP 992.68%5.67%12.48%Q3 2016Q3 201812
Certified Advisory Corp 1110.01%0.02%0.05%Q4 2017Q1 202112
Eidelman Virant Capital 12120.19%1.02%2.32%Q4 2019Q3 202212
Hotaling Investment Management, LLC 12120.13%0.18%0.21%Q1 2020Q4 202212
NOESIS CAPITAL MANGEMENT CORP 12120.08%0.12%0.26%Q2 2015Q1 201812
Oak Harvest Investment Services 12120.56%1.32%1.61%Q4 2020Q3 202312
DF DENT & CO INC 12120.00%0.01%0.02%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.23%0.37%0.47%Q2 2013Q1 201612
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.36%0.52%0.73%Q4 2020Q3 202312
Vantage Consulting Group Inc 12120.02%0.20%0.32%Q4 2020Q3 202312
Valmark Advisers, Inc. 12120.01%0.02%0.02%Q4 2020Q3 202312
Nachman Norwood & Parrott, Inc 11110.05%0.06%0.06%Q4 2018Q2 202111
NEW ENGLAND ASSET MANAGEMENT INC 11110.01%0.01%0.02%Q1 2020Q3 202211
Douglas C. Lane & Associates, Inc. 11110.29%0.37%0.46%Q2 2013Q4 201511
NEW AMSTERDAM PARTNERS LLC/NY 830.04%0.16%0.96%Q2 2013Q3 201611
HBK INVESTMENTS L P 210.00%0.03%0.19%Q1 2019Q2 202311
WCM INVESTMENT MANAGEMENT, LLC 920.01%0.37%0.57%Q1 2013Q1 201611
Pinnacle Summer Investments, Inc. 11110.01%0.01%0.02%Q2 2013Q4 201511
MONROE BANK & TRUST/MI 510.01%0.01%0.03%Q2 2013Q4 201611
FIRSTMERIT BANK N A TRUSTEE 11110.02%0.33%0.56%Q4 2013Q2 201611
MAZAMA CAPITAL MANAGEMENT INC 11110.92%1.31%1.91%Q2 2013Q4 201511
NOTTINGHAM ADVISORS, INC. 740.03%0.03%0.04%Q3 2020Q2 202311
ELLINGTON MANAGEMENT GROUP LLC 410.02%0.18%0.89%Q3 2014Q3 201911
Gruss & Co., LLC 810.33%0.57%0.84%Q4 2016Q1 202011
AGF INVESTMENTS INC. 11110.01%0.19%0.27%Q1 2020Q3 202211
KLCM Advisors, Inc. 610.04%0.06%0.08%Q2 2015Q1 202311
ASPIRIANT HOLDINGS S3, LLC 11110.09%0.12%0.16%Q2 2013Q4 201511
MAGEE THOMSON INVESTMENT PARTNERS LLC 653.12%4.35%5.46%Q2 2013Q2 201611
BOYAR ASSET MANAGEMENT INC. 650.14%0.17%0.19%Q4 2020Q3 202311
CURIAN CAPITAL LLC 11110.02%0.13%0.28%Q2 2013Q4 201511
Force Capital Management LLC 920.53%1.66%3.90%Q3 2016Q2 201911
ATHERTON LANE ADVISERS, LLC 11110.02%0.02%0.02%Q2 2013Q4 201511
MCDONALD PARTNERS LLC 740.12%0.20%0.28%Q4 2020Q3 202311
MENTA CAPITAL LLC 510.04%0.25%0.57%Q2 2015Q2 201911
SYMMETRY PEAK MANAGEMENT LLC 410.05%0.52%1.32%Q1 2015Q2 201911
Efficient Market Advisors, LLC 11110.00%0.00%0.00%Q2 2013Q4 201511
Quotient Investors, LLC 920.09%0.60%1.01%Q2 2014Q3 201711
HARVEST VOLATILITY MANAGEMENT LLC 11110.00%0.54%0.97%Q4 2020Q2 202311
RiverFront Investment Group, LLC 11110.16%0.25%0.34%Q3 2019Q1 202211
Highstreet Asset Management Inc. 740.07%0.29%0.52%Q2 2015Q4 201911
Hemenway Trust Co LLC 410.02%0.03%0.06%Q4 2017Q1 202311
Hoxton Financial, Inc. 1010.01%0.03%0.08%Q2 2013Q1 201611
Renaissance Investment Group LLC 11110.09%1.17%1.96%Q2 2020Q4 202211
MIZUHO SECURITIES USA LLC 410.03%0.20%0.59%Q2 2013Q2 202111
Gerstein Fisher 920.05%0.08%0.10%Q3 2013Q3 201611
Euclid Advisors LLC 830.08%0.37%0.72%Q2 2013Q2 201611
InterOcean Capital, LLC 1010.03%0.78%1.62%Q2 2017Q2 202011
Gladius Capital Management LP 510.00%0.02%0.11%Q4 2018Q1 202311
Cognios Capital, LLC 1010.64%0.90%1.54%Q2 2017Q1 202011
PDT Partners, LLC 1010.03%0.31%0.59%Q4 2013Q2 201711
Corbenic Partners LLC 1010.00%0.01%0.03%Q4 2015Q2 202211
Janney Capital Management LLC 11110.01%0.41%0.71%Q3 2019Q1 202211
Pure Financial Advisors, LLC 1010.01%0.03%0.04%Q4 2019Q4 202311
Aveo Capital Partners, LLC 520.04%0.07%0.14%Q1 2019Q3 202311
Willingdon Wealth Management 11110.00%0.00%0.00%Q3 2017Q1 202011
Quantitative Systematic Strategies LLC 310.08%0.28%0.52%Q2 2014Q1 202111
Gideon Capital Advisors, Inc. 410.12%0.35%0.85%Q4 2013Q4 201911
Junto Capital Management LP 210.80%2.02%3.94%Q1 2017Q1 202311
HGI Capital Management, LLC 10100.67%1.13%2.98%Q1 2018Q2 202011
D. SCOTT NEAL, INC. 11110.02%0.04%0.08%Q4 2015Q2 201811
MUFG Securities EMEA plc 530.00%0.09%0.36%Q2 2018Q2 202111
SIGNET FINANCIAL MANAGEMENT, LLC 310.01%0.04%0.08%Q2 2015Q4 202111
EverPoint Asset Management, LLC 720.03%0.42%1.29%Q2 2014Q4 201611
Taylor Wealth Management Partners 11110.01%0.01%0.01%Q2 2015Q4 201711
NumerixS Investment Technologies Inc 510.10%0.52%1.38%Q4 2016Q2 202011
Valentine Capital Asset Management, Inc. 520.08%0.40%1.40%Q4 2011Q4 201511
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.01%0.11%0.26%Q4 2014Q3 202311
Maven Securities LTD 320.00%0.02%0.07%Q1 2020Q3 202311
CT Financial Advisors LLC 1010.11%0.14%0.16%Q1 2014Q1 201711
Zions Bancorporation 11110.15%0.30%0.37%Q1 2015Q3 201711
ETF MANAGERS GROUP, LLC 810.00%0.02%0.12%Q1 2016Q4 202211
Renasant Bank 11110.16%0.24%0.30%Q1 2021Q3 202311
Arbor Wealth Management, LLC 810.00%1.64%2.70%Q4 2015Q4 202111
Catamount Wealth Management 1010.00%1.84%5.50%Q4 2014Q4 201811
PFG Advisors 11110.04%0.16%0.23%Q4 2020Q2 202311
Fortis Advisors, LLC 610.00%0.01%0.01%Q3 2017Q1 202211
Summit Trail Advisors, LLC 810.02%0.06%0.22%Q4 2017Q3 202311
Varma Mutual Pension Insurance Co 830.02%0.06%0.12%Q2 2020Q1 202311
Bryn Mawr Capital Management, LLC 740.08%0.30%0.53%Q4 2016Q3 202311
Measured Wealth Private Client Group, LLC 810.08%0.13%0.24%Q3 2018Q1 202211
Successful Portfolios LLC 11110.16%0.23%0.28%Q3 2020Q1 202311
TRUEWEALTH LLC 11110.03%0.05%0.08%Q4 2017Q2 202011
Aevitas Wealth Management, Inc. 650.03%0.15%0.29%Q4 2017Q4 202111
Squar Milner Financial Services LLC 11110.24%0.52%0.85%Q4 2017Q2 202011
Neo Ivy Capital Management 610.02%0.30%0.87%Q4 2019Q3 202311
Port Capital LLC 830.01%0.14%0.22%Q4 2017Q3 202111
Lucia Wealth Services, LLC 11110.03%0.06%0.22%Q1 2018Q3 202011
Poehling Capital Management, INC. 710.03%0.37%0.86%Q4 2017Q2 202211
Blue Chip Wealth Management, Inc. 11110.23%0.36%0.51%Q1 2018Q3 202011
Braun-Bostich & Associates Inc. 740.01%0.15%0.36%Q4 2017Q3 202011
FORA Capital, LLC 410.12%0.52%0.98%Q4 2019Q3 202311
Strategic Wealth Management Group, LLC 11110.37%0.74%0.93%Q4 2018Q2 202111
KINGDON CAPITAL MANAGEMENT, L.L.C. 11110.22%0.64%1.22%Q2 2013Q4 201511
TLW Wealth Management, LLC 650.01%2.58%5.13%Q4 2019Q3 202311
Cornerstone Advisors, LLC 620.14%0.31%0.76%Q4 2019Q3 202311
Clear Creek Financial Management, LLC 1010.03%0.07%0.15%Q2 2019Q3 202311
Maryland State Retirement & Pension System 740.18%0.26%0.35%Q4 2020Q3 202311
S.A. Mason LLC 11110.03%0.04%0.05%Q4 2019Q2 202211
One Charles Private Wealth Services, LLC 520.15%0.19%0.28%Q2 2020Q3 202311
Minot Wealth Management LLC 11110.08%0.89%1.37%Q4 2019Q2 202211
Mattern Wealth Management LLC 740.06%0.12%0.38%Q2 2020Q3 202311
Fusion Capital, LLC 740.12%0.22%0.31%Q3 2020Q3 202311
Capital Advisory Group Advisory Services, LLC 11110.00%0.03%0.12%Q1 2018Q3 202011
Westshore Wealth, LLC 1010.24%0.31%0.64%Q4 2019Q2 202311
WEALTH ADVISORS, INC. 770.05%0.25%0.65%Q2 2020Q4 202111
Spotlight Asset Group, Inc. 610.19%0.38%0.49%Q4 2019Q3 202311
AM INVESTMENT STRATEGIES LLC 11110.06%0.08%0.11%Q1 2021Q3 202311
Navalign, LLC 11110.35%0.45%0.56%Q1 2021Q3 202311
State of Wyoming 11110.00%0.10%0.33%Q1 2021Q3 202311
44 WEALTH MANAGEMENT LLC 11110.15%0.29%0.44%Q4 2020Q2 202311
CMG Global Holdings, LLC 11110.34%0.41%0.58%Q1 2021Q3 202311
Blossom Wealth Management 11111.88%2.70%3.24%Q1 2021Q3 202311
Clearview Wealth Advisors LLC 11110.09%0.13%0.15%Q4 2020Q2 202311
McClarren Financial Advisors, Inc. 650.00%0.02%0.06%Q4 2020Q3 202311
Lumature Wealth Partners, LLC 11110.52%0.64%0.87%Q4 2020Q2 202311
Addison Advisors LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
WAYCROSS PARTNERS, LLC 11110.17%1.73%3.31%Q1 2021Q3 202311
Kensington Investment Counsel, LLC 831.22%1.44%1.73%Q4 2020Q3 202311
Bradley Mark J. 11111.75%2.22%2.62%Q4 2020Q2 202311
Orion Capital Management LLC 1010.04%0.06%0.07%Q4 2020Q3 202311
Hudson Portfolio Management LLC 11110.38%0.55%0.70%Q1 2021Q3 202311
Curi Wealth Management, LLC 11110.03%0.08%0.16%Q4 2020Q2 202311
Piscataqua Savings Bank 11110.06%0.08%0.09%Q1 2021Q3 202311
Connectus Wealth, LLC 11110.05%1.97%5.26%Q1 2021Q3 202311
Spire Wealth Management 11110.09%0.27%0.47%Q1 2021Q3 202311
Paradigm, Strategies in Wealth Management, LLC 11110.17%0.26%0.34%Q1 2021Q3 202311
Alaethes Wealth LLC 11110.28%0.70%1.57%Q1 2021Q3 202311
Howard Capital Management Group, LLC 11110.04%0.05%0.05%Q1 2021Q3 202311
CEERA INVESTMENTS, LLC 11111.24%1.97%2.44%Q1 2021Q3 202311
RIDGECREST WEALTH PARTNERS, LLC 11110.72%1.46%1.81%Q1 2021Q3 202311
COERENTE CAPITAL MANAGEMENT 11113.44%4.10%4.75%Q1 2021Q3 202311
Gitterman Wealth Management, LLC 11110.18%0.31%0.56%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11111.56%4.76%8.39%Q1 2021Q3 202311
CSM Advisors, LLC 11110.62%0.89%1.97%Q1 2021Q3 202311
Retirement Solution Inc. 11110.13%0.37%0.65%Q1 2021Q3 202311
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 11110.01%0.01%0.01%Q3 2017Q1 202011
Halpern Financial, Inc. 910.00%0.04%0.06%Q4 2019Q1 202311
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 650.01%0.05%0.09%Q2 2016Q4 202211
CANANDAIGUA NATIONAL CORP 11110.05%0.24%0.41%Q2 2020Q4 202211
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 831.00%2.17%2.92%Q1 2015Q4 201711
JAMES INVESTMENT RESEARCH INC 510.00%0.00%0.00%Q3 2016Q1 202311
Lee Financial Group Hawaii, Inc. 11110.19%0.74%3.01%Q2 2020Q4 202211
ROCKEFELLER FINANCIAL SERVICES INC 1010.00%0.01%0.01%Q4 2014Q4 201711
StoneX Group Inc. 620.04%0.36%1.44%Q4 2016Q3 202211
APEX CAPITAL, LLC 11110.84%2.12%3.32%Q2 2013Q4 201511
PARNASSUS INVESTMENTS, LLC 11110.06%1.81%3.50%Q3 2017Q1 202011
STEEL GROVE CAPITAL ADVISORS, LLC 10100.07%0.10%0.14%Q3 2016Q4 201810
Risk Paradigm Group, LLC 10100.32%0.42%0.62%Q4 2015Q1 201810
Crystal Rock Capital Management 10100.79%1.48%1.97%Q3 2014Q4 201610
LFA - Lugano Financial Advisors SA 410.00%0.09%0.29%Q3 2018Q2 202310
MACRO Consulting Group 550.16%1.25%1.91%Q4 2018Q2 202110
Legacy Wealth Planning, LLC 10100.26%0.32%0.41%Q4 2019Q1 202210
West Branch Capital LLC 10100.00%0.02%0.05%Q2 2021Q3 202310
TFO Wealth Partners, LLC 410.00%0.02%0.10%Q4 2019Q3 202310
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 820.01%0.01%0.02%Q4 2013Q3 202310
LMCG INVESTMENTS, LLC 10100.06%0.07%0.08%Q2 2013Q3 201510
United American Securities Inc. (d/b/a UAS Asset Management) 550.08%2.00%4.51%Q4 2018Q2 202110
Incline Global Management LLC 512.38%5.76%8.24%Q4 2019Q3 202310
Armbruster Capital Management, Inc. 10100.00%0.01%0.01%Q4 2015Q1 201810
Geneva Partners, LLC 552.27%3.31%3.81%Q4 2018Q4 202110
Crosspoint Capital Strategies, LLC 910.03%0.38%2.83%Q4 2013Q1 201910
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.31%0.77%1.13%Q4 2017Q1 202010
FORT, L.P. 10100.03%0.38%0.63%Q2 2018Q3 202010
TIRSCHWELL & LOEWY INC 10100.64%2.27%3.10%Q4 2016Q1 201910
Impala Asset Management LLC 610.01%0.28%0.86%Q4 2013Q2 201710
Virtus Investment Advisers, Inc. 640.45%1.10%2.50%Q3 2016Q3 202310
Alerus Investment Advisors Corp 10100.00%0.72%1.20%Q4 2013Q1 201610
DIAMOND HILL CAPITAL MANAGEMENT INC 10100.00%0.08%0.21%Q3 2017Q4 201910
Cardinal Strategic Wealth Guidance 10100.10%0.19%0.34%Q4 2019Q1 202210
MADISON WEALTH MANAGEMENT 710.04%0.55%0.83%Q4 2019Q2 202310
Sullivan, Bruyette, Speros & Blaney, LLC 910.01%0.02%0.03%Q2 2016Q1 202110
Apella Capital, LLC 730.03%0.05%0.07%Q2 2021Q4 202310
SEAVIEW INVESTMENT MANAGERS LLC 10102.61%2.84%3.36%Q2 2021Q3 202310
LifeSteps Financial, Inc. 910.18%0.22%0.25%Q4 2019Q3 202210
AdvisorShares Investments LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Allegis Investment Advisors, LLC 10100.44%0.61%0.82%Q4 2015Q1 201810
KB FINANCIAL PARTNERS, LLC 820.01%0.04%0.09%Q1 2021Q3 202310
P.R. Herzig & Co. Inc. 610.34%0.97%1.52%Q3 2013Q2 201710
Cowen Prime Services LLC 10100.77%0.94%1.05%Q1 2019Q2 202110
EMFO, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
GABELLI & Co INVESTMENT ADVISERS, INC. 820.15%0.20%0.27%Q4 2020Q3 202310
NorthCoast Asset Management LLC 710.04%1.19%3.07%Q4 2013Q3 202110
BHF Kleinwort Benson Group S.A. 910.15%0.32%0.58%Q2 2013Q4 201510
Ironwood Financial, llc 640.00%0.00%0.01%Q4 2014Q3 202110
Teza Capital Management LLC 310.02%0.42%1.11%Q4 2018Q3 202310
Canvas Wealth Advisors, LLC 10100.07%0.14%0.24%Q1 2021Q2 202310
THAMES CAPITAL MANAGEMENT LLC 821.19%2.61%3.60%Q1 2020Q2 202310
ArchPoint Investors 910.01%0.02%0.08%Q1 2019Q3 202110
Hudson Bay Capital Management LP 410.02%0.15%0.66%Q3 2016Q3 202310
Bank of New Hampshire 10100.08%0.10%0.15%Q2 2021Q3 202310
CALIBER WEALTH MANAGEMENT, LLC 10100.15%0.90%1.43%Q4 2020Q1 202310
RMR Wealth Builders 910.02%0.07%0.11%Q4 2019Q2 202210
Traverso Chambers Private Wealth Management, LLC 550.06%0.07%0.07%Q4 2020Q3 202310
Saiers Capital, LLC 330.00%0.12%0.67%Q2 2013Q2 201510
TRAN CAPITAL MANAGEMENT, L.P. 10101.65%3.35%4.65%Q3 2018Q4 202010
M. Kulyk & Associates, LLC 910.13%0.18%0.36%Q1 2021Q3 202310
CAPITAL MANAGEMENT ASSOCIATES /NY/ 640.33%0.62%0.93%Q1 2015Q2 202110
Pratt Collard Advisory Partners LLC 10100.37%0.53%0.62%Q4 2017Q1 202010
E Fund Management Co., Ltd. 910.04%0.09%0.12%Q1 2021Q3 202310
Brand Asset Management Group, Inc. 910.00%0.01%0.02%Q3 2018Q1 202110
ROWLAND CARMICHAEL ADVISORS INC /ADV 10100.47%0.66%0.86%Q3 2018Q4 202010
Capital Advisors Wealth Management, LLC 640.05%0.09%0.12%Q1 2021Q3 202310
Bayesian Capital Management, LP 610.20%0.65%1.26%Q4 2016Q2 202310
BECK CAPITAL MANAGEMENT, LLC 10100.14%0.40%1.32%Q4 2013Q1 201610
Infusive Asset Management Inc. 821.57%4.71%7.46%Q4 2020Q3 202310
Disciplined Investments, LLC 640.00%0.00%0.01%Q4 2019Q2 202310
BARING ASSET MANAGEMENT Ltd 10100.09%0.64%0.91%Q2 2015Q3 201710
PIERSHALE FINANCIAL GROUP, INC. 730.02%0.02%0.03%Q1 2015Q2 202310
Bellwether Advisors, LLC 10100.02%0.03%0.05%Q4 2020Q1 202310
Cowen Prime Advisors LLC 910.84%1.25%1.59%Q2 2020Q2 202310
Hefty Wealth Partners 10100.00%0.05%0.44%Q4 2015Q1 201810
DAVIDSON & GARRARD INC 10100.09%0.55%0.92%Q2 2015Q3 201710
CHILDRESS CAPITAL ADVISORS, LLC 910.08%0.11%0.14%Q4 2020Q3 202310
Choate Investment Advisors 10100.02%0.04%0.12%Q2 2021Q3 202310
Nuveen Fund Advisors, LLC 10100.36%0.60%0.83%Q2 2016Q3 201810
SAWGRASS ASSET MANAGEMENT LLC 10100.85%1.63%2.86%Q1 2016Q2 201810
Ninety One UK Ltd 910.00%0.18%0.29%Q3 2019Q3 202310
Cambria Investment Management, L.P. 10100.39%0.69%0.84%Q2 2017Q3 201910
Amundi 10100.12%0.20%0.29%Q2 2021Q3 202310
KAYS FINANCIAL ADVISORY CORP /ADV 820.07%0.19%0.35%Q1 2016Q3 202010
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 550.02%0.02%0.03%Q1 2021Q3 202310
Clear Perspectives Financial Planning, LLC 10100.01%0.02%0.03%Q4 2020Q1 202310
Bellevue Group AG 10100.00%0.01%0.01%Q2 2019Q3 202110
WELCH CAPITAL PARTNERS LLC/NY 10102.85%3.57%4.77%Q2 2013Q3 201510
MONEY CONCEPTS CAPITAL CORP 820.26%0.54%1.06%Q4 2020Q3 202310
Round Table Services, LLC 10100.04%0.08%0.13%Q2 2020Q3 202210
Silicon Valley Capital Partners 550.05%0.45%1.16%Q4 2020Q3 202310
Union Bancaire Privee Asset Management LLC 10101.28%1.88%2.20%Q4 2018Q1 202110
Fosun International Ltd 10100.02%0.08%0.13%Q4 2017Q1 202010
Sompo Asset Management Co., Ltd. 10100.04%0.08%0.13%Q2 2021Q3 202310
Zweig-DiMenna Associates LLC 730.01%0.52%1.12%Q2 2013Q4 201510
NEW VERNON INVESTMENT MANAGEMENT LLC 10100.49%0.75%1.19%Q1 2017Q2 201910
GSB Wealth Management, LLC 820.09%0.12%0.13%Q1 2021Q3 202310
DFPG INVESTMENTS, LLC 520.08%0.12%0.17%Q3 2019Q3 202310
Game Plan Financial Advisors, LLC 730.14%0.29%0.50%Q4 2019Q2 202210
1623 Capital LLC 10100.82%1.52%1.87%Q4 2019Q1 202210
Monument Capital Management 510.02%0.13%0.17%Q3 2018Q3 202310
Ken Stern & Associates, Inc. 10100.11%0.16%0.25%Q2 2016Q3 201810
CITY NATIONAL BANK 10100.45%0.65%0.95%Q2 2013Q3 201510
Shulman DeMeo Asset Management LLC 910.11%0.18%0.54%Q1 2019Q3 202110
First Affirmative Financial Network 10100.24%0.35%0.44%Q3 2021Q4 202310
Caption Management, LLC 110.00%0.32%1.02%Q4 2017Q1 202310
Ameritas Investment Company, LLC 910.02%0.08%0.21%Q1 2019Q3 202110
MID CONTINENT CAPITAL LLC/IL 10100.02%0.80%2.48%Q2 2013Q3 201510
Accel Wealth Management 10100.03%0.04%0.06%Q4 2020Q1 202310
Freedom Day Solutions, LLC 10100.16%0.45%0.99%Q4 2019Q1 202210
Voit & Company, LLC 880.00%2.69%3.75%Q4 2018Q3 202010
HARBOUR INVESTMENTS, INC. 640.05%0.08%0.11%Q1 2021Q3 202310
Point72 Middle East FZE 440.01%0.12%0.45%Q4 2022Q3 202310
Redwood Investments, LLC 10100.00%1.01%2.17%Q1 2015Q2 201710
Pantheon Investment Group, LLC 990.00%0.88%1.21%Q4 2019Q4 202110
Krane Funds Advisors LLC 510.00%0.02%0.03%Q2 2020Q1 202310
Quantinno Capital Management LP 810.06%0.19%0.35%Q1 2019Q3 202310
Quilter Plc 730.00%0.02%0.03%Q1 2020Q3 202310
Tikehau Investment Management 710.13%4.12%6.36%Q3 2018Q3 20239
Fairhaven Wealth Management, LLC 990.12%0.16%0.19%Q1 2020Q1 20229
One River Asset Management, LLC 440.03%0.19%0.32%Q4 2022Q3 20239
Independence Trust CO 810.23%0.43%0.60%Q3 2015Q4 20179
Pershing Square Capital Management 997.32%10.65%12.71%Q4 2018Q4 20209
Jump Financial, LLC 420.01%0.16%0.45%Q3 2020Q3 20239
Boston Common Asset Management, LLC 410.00%0.00%0.01%Q2 2013Q3 20239
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 540.00%0.00%0.00%Q2 2019Q3 20239
SCHARF INVESTMENTS, LLC 990.02%2.55%4.67%Q1 2018Q1 20209
Atwater Malick LLC 510.02%0.11%0.15%Q3 2019Q3 20239
Ardevora Asset Management LLP 540.44%0.71%0.98%Q2 2016Q3 20239
NFJ INVESTMENT GROUP, LLC 990.09%0.33%0.76%Q1 2021Q1 20239
Bandera Partners LLC 990.47%0.80%0.96%Q1 2020Q1 20229
True North Advisors, LLC 991.93%2.94%4.86%Q4 2019Q4 20219
Gladstone Capital Management LLP 990.19%3.42%7.57%Q4 2019Q4 20219
Retirement Planning Co of New England, Inc. 880.01%0.41%0.52%Q4 2021Q3 20239
Kozak & Associates, Inc. 990.04%0.05%0.07%Q3 2021Q3 20239
Essex LLC 991.06%1.22%1.35%Q3 2021Q3 20239
Intrua Financial, LLC 990.09%0.17%0.29%Q2 2020Q2 20229
Spearhead Capital Advisors, LLC 990.82%1.10%1.21%Q3 2020Q3 20229
Swedbank 990.38%0.50%0.62%Q4 2018Q4 20209
Security National Bank 991.52%1.89%2.18%Q1 2020Q1 20229
Vigilare Wealth Management 990.18%0.29%0.39%Q1 2020Q1 20229
StrongBox Wealth, LLC 720.11%0.16%0.19%Q2 2020Q4 20239
Advisory Services & Investments, LLC 990.40%0.64%0.79%Q3 2021Q3 20239
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.02%0.03%Q2 2015Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.21%0.37%0.51%Q2 2013Q2 20159
SCOPUS ASSET MANAGEMENT, L.P. 210.11%0.67%1.82%Q1 2017Q1 20239
Pearl River Capital, LLC 510.16%0.49%1.28%Q3 2019Q3 20239
Johanson Financial Advisors, Inc. 710.09%0.11%0.12%Q1 2019Q4 20219
Farmers National Bank 510.06%0.71%1.56%Q2 2016Q2 20199
GW HENSSLER & ASSOCIATES LTD 720.04%0.37%0.59%Q2 2013Q3 20159
SHAKER INVESTMENTS LLC/OH 630.47%0.82%1.11%Q4 2015Q2 20209
Stanford Investment Group, Inc. 990.02%0.04%0.07%Q4 2014Q4 20169
Summit Financial, LLC 990.02%0.06%0.10%Q3 2021Q3 20239
BlueSpruce Investments, LP 710.26%7.75%11.43%Q4 2014Q1 20209
U.S. Capital Wealth Advisors, LLC 990.02%0.05%0.09%Q3 2021Q3 20239
Fusion Investment Group, LLC 990.30%0.82%1.96%Q4 2013Q4 20159
RAINIER INVESTMENT MANAGEMENT LLC 990.34%0.58%0.77%Q3 2015Q3 20179
Bernardo Wealth Planning LLC 990.16%0.25%0.34%Q4 2018Q4 20209
HWG Holdings LP 510.00%0.89%3.66%Q4 2013Q4 20239
BEESE FULMER INVESTMENT MANAGEMENT, INC. 410.02%0.04%0.09%Q2 2020Q3 20239
Johnson Midwest Financial, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
BLACKHILL CAPITAL INC 990.00%0.01%0.01%Q4 2014Q4 20169
WESPAC Advisors, LLC 510.20%0.53%1.10%Q1 2014Q4 20199
Jackson Wealth Management, LLC 990.28%0.41%0.52%Q1 2020Q1 20229
Eagle Bay Advisors LLC 630.06%0.11%0.20%Q2 2021Q3 20239
Peachtree Investment Advisors, Inc. 810.42%0.49%0.67%Q4 2013Q4 20169
CARY STREET PARTNERS ASSET MANAGEMENT LLC 630.04%0.07%0.11%Q4 2020Q1 20239
F3Logic, LLC 630.02%0.07%0.09%Q4 2018Q4 20219
Allred Capital Management, LLC 540.09%0.12%0.15%Q1 2019Q4 20219
NWK Group, Inc. 630.01%0.96%3.16%Q4 2019Q2 20239
Synergy Asset Management, LLC 630.05%0.33%1.80%Q4 2020Q3 20239
STUDIO INVESTMENT MANAGEMENT LLC 990.10%0.14%0.17%Q3 2021Q3 20239
VIVID FINANCIAL MANAGEMENT, INC. 990.20%0.25%0.40%Q4 2019Q4 20219
Sarasin & Partners LLP 990.03%0.11%0.21%Q2 2013Q2 20159
Summit Financial Wealth Advisors, LLC 630.01%0.08%0.12%Q1 2015Q2 20179
Castleview Partners, LLC 810.01%0.12%0.35%Q2 2021Q3 20239
Consulta Ltd 992.65%4.91%6.47%Q3 2016Q3 20189
Fusion Family Wealth LLC 990.00%0.01%0.07%Q4 2016Q4 20189
Walker Asset Management, LLC 991.49%1.74%2.19%Q4 2021Q4 20239
AVIANCE CAPITAL MANAGEMENT, LLC 630.00%0.02%0.10%Q2 2015Q4 20179
First City Capital Management, Inc. 990.00%0.01%0.01%Q1 2014Q1 20169
10-15 ASSOCIATES, INC. 990.57%1.59%3.80%Q3 2018Q3 20209
ANALYTIC INVESTORS, LLC 630.00%0.34%0.82%Q3 2013Q3 20169
Badgley Phelps Wealth Managers, LLC 990.13%0.16%0.19%Q3 2021Q3 20239
Northside Capital Management, LLC 720.07%0.10%0.14%Q3 2019Q1 20239
Turim 21 Investimentos Ltda. 540.00%1.34%8.41%Q1 2020Q2 20229
DB Wealth Management Group, LLC 540.00%0.00%0.00%Q4 2020Q3 20239
WEDGE CAPITAL MANAGEMENT L L P/NC 420.00%0.00%0.00%Q2 2019Q3 20239
DUALITY ADVISERS, LP 510.07%0.46%0.71%Q4 2018Q4 20219
JB Capital LLC 990.22%0.30%0.37%Q3 2021Q3 20239
OXFORD FINANCIAL GROUP, LTD. LLC 540.02%0.03%0.04%Q4 2020Q3 20239
Latitude Advisors, LLC 990.09%0.20%0.30%Q3 2021Q3 20239
J. Goldman & Co LP 110.10%0.32%0.72%Q3 2014Q2 20229
Fundsmith 990.98%3.01%3.73%Q1 2020Q1 20229
HALSEY ASSOCIATES INC/CT 991.33%2.35%3.22%Q3 2017Q3 20199
STONNINGTON GROUP, LLC 990.05%0.08%0.13%Q1 2021Q1 20239
Investors Financial Group, LLC 990.28%0.35%0.44%Q4 2019Q4 20219
Baillie Gifford 990.02%0.06%0.09%Q3 2021Q3 20239
Lionsbridge Wealth Management LLC 990.01%1.36%1.77%Q4 2019Q4 20219
OMERS ADMINISTRATION Corp 410.02%0.11%0.25%Q2 2015Q4 20199
626 Financial, LLC 810.21%0.25%0.32%Q1 2021Q3 20239
Cerro Pacific Wealth Advisors LLC 810.20%0.31%0.64%Q4 2020Q1 20239
HawsGoodwin Investment Management LLC 990.56%0.71%1.12%Q4 2019Q4 20219
Wills Financial Group, Inc. 990.56%0.61%0.69%Q4 2019Q4 20219
Vickerman Investment Advisors, Inc. 991.00%1.29%1.76%Q3 2021Q3 20239
Stone Ridge Asset Management LLC 990.07%0.18%0.32%Q4 2017Q4 20199
TOBAM 510.00%0.02%0.05%Q1 2018Q1 20239
Aviance Capital Partners, LLC 990.08%0.80%1.38%Q1 2016Q1 20189
Activest Wealth Management 630.00%0.03%0.06%Q1 2021Q3 20239
VERUS CAPITAL PARTNERS, LLC 720.18%0.42%1.96%Q4 2019Q3 20239
Perpetual Investment Management Ltd 990.11%0.26%0.41%Q4 2020Q4 20229
Nicollet Investment Management, Inc. 991.06%1.38%1.65%Q4 2017Q4 20199
CLOUGH CAPITAL PARTNERS L P 410.12%0.66%1.55%Q1 2014Q3 20239
Foster Group, Inc. 540.02%0.02%0.03%Q1 2021Q3 20239
HARRIS ASSOCIATES L P 990.00%0.00%0.00%Q2 2013Q2 20159
LVM CAPITAL MANAGEMENT LTD/MI 990.83%0.97%1.06%Q3 2021Q3 20239
Agate Pass Investment Management, LLC 990.17%0.23%0.31%Q4 2021Q4 20239
Circle Wealth Management, LLC 610.04%0.24%1.25%Q4 2016Q3 20239
Advisory Alpha, LLC 310.01%0.01%0.02%Q1 2019Q2 20239
Ranch Capital Advisors Inc. 990.02%0.10%0.27%Q3 2019Q3 20219
Running Point Capital Advisors, LLC 540.12%0.14%0.17%Q4 2020Q3 20239
WAFRA INC. 630.12%1.07%1.78%Q2 2013Q3 20219
ALPHASIMPLEX GROUP, LLC 990.38%0.55%0.73%Q1 2019Q1 20219
Conatus Capital Management LP 632.10%3.57%5.91%Q2 2013Q1 20169
Integrated Wealth Management 990.48%0.59%0.75%Q1 2015Q1 20179
Sage Mountain Advisors LLC 540.05%0.08%0.11%Q4 2020Q3 20239
BAIRD ROBERT W & CO INC /WI/ 880.21%0.27%0.45%Q2 2013Q1 20158
Harfst & Associates, Inc. 310.01%0.08%0.12%Q2 2015Q2 20188
TERRIL BROTHERS, INC. 880.46%0.77%0.99%Q2 2020Q1 20228
Richard C. Young & CO., LTD. 880.03%0.66%1.18%Q1 2020Q4 20218
Zullo Investment Group, Inc. 880.21%0.26%0.31%Q4 2021Q3 20238
GLG Partners LP 310.03%0.16%0.28%Q2 2013Q3 20178
Employers Holdings, Inc. 880.67%0.87%1.01%Q2 2019Q1 20218
EMORY UNIVERSITY 880.00%0.00%0.01%Q1 2012Q4 20138
H&H International Investment, LLC 880.01%0.04%0.07%Q1 2019Q4 20208
First Pacific Advisors, LP 880.00%0.00%0.00%Q2 2020Q1 20228
Cadence Bank 510.05%0.11%0.30%Q1 2018Q3 20238
Joseph P. Lucia & Associates, LLC 420.00%0.01%0.05%Q1 2020Q2 20228
Gary Goldberg Planning Services Inc 880.10%0.20%0.33%Q1 2013Q4 20148
Veritas Asset Management LLP 880.00%0.00%0.00%Q4 2020Q3 20228
PICTET ASSET MANAGEMENT SA 880.14%0.23%0.29%Q3 2021Q2 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.05%0.07%Q4 2021Q3 20238
CAPITAL ONE FINANCIAL CORP 880.03%0.07%0.16%Q1 2020Q4 20218
PEREGRINE CAPITAL MANAGEMENT LLC 880.13%0.32%0.46%Q3 2016Q2 20188
O'Brien Greene & Co. Inc 880.13%1.25%2.60%Q1 2020Q4 20218
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 880.32%0.52%0.75%Q4 2015Q3 20178
HORIZON BANCORP INC /IN/ 440.00%0.01%0.03%Q4 2019Q3 20238
Heritage Way Advisors, LLC 881.24%1.33%1.45%Q1 2020Q4 20218
Ameritas Advisory Services, LLC 880.03%0.05%0.08%Q4 2021Q3 20238
MMBG INVESTMENT ADVISORS CO. 880.28%0.99%1.30%Q4 2021Q3 20238
Redmond Asset Management, LLC 880.12%0.27%0.36%Q1 2017Q4 20188
BALTIMORE CAPITAL MANAGEMENT, INC 711.78%2.19%2.64%Q1 2017Q1 20198
Benson Investment Management Company, Inc. 310.00%1.08%2.23%Q1 2017Q4 20218
Yarbrough Capital, LLC 880.08%0.11%0.16%Q4 2021Q3 20238
Altshuler Shaham Ltd 520.00%0.08%0.50%Q4 2017Q2 20208
LEWIS CAPITAL MANAGEMENT, LLC 880.28%0.35%0.42%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 880.32%0.35%0.39%Q2 2013Q1 20158
Optimal Asset Management, Inc. 880.11%0.35%0.61%Q4 2019Q3 20218
Sonen Capital LLC 880.33%0.44%0.66%Q4 2021Q3 20238
Waverton Investment Management Ltd 880.07%0.20%0.44%Q2 2020Q1 20228
Cambridge Financial Group, Inc. 622.96%3.24%3.56%Q3 2013Q4 20168
SYNTAX ADVISORS, LLC 880.40%0.42%0.45%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.03%0.14%0.38%Q4 2021Q3 20238
BECK MACK & OLIVER LLC 880.01%0.01%0.01%Q2 2013Q1 20158
Sageworth Trust Co of South Dakota 880.58%0.76%1.28%Q4 2021Q3 20238
Marion Wealth Management 880.59%0.75%0.89%Q4 2021Q3 20238
ShankerValleau Wealth Advisors, Inc. 880.14%0.16%0.19%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.76%0.85%0.99%Q4 2021Q3 20238
CenterBook Partners LP 880.24%0.38%0.61%Q4 2021Q3 20238
Buttonwood Financial Advisors Inc. 881.49%1.81%2.36%Q4 2021Q3 20238
Martin Capital Advisors, LLP 882.59%3.08%3.82%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.02%0.16%0.30%Q4 2021Q3 20238
Wedmont Private Capital 880.12%0.17%0.20%Q4 2021Q3 20238
Regency Capital Management Inc.\DE 880.04%0.78%2.29%Q1 2021Q4 20228
Kolinsky Wealth Management, LLC 880.39%0.52%0.63%Q4 2021Q3 20238
HB Wealth Management, LLC 880.04%0.04%0.06%Q4 2021Q3 20238
Gould Capital, LLC 882.04%2.34%2.72%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.03%0.08%Q4 2021Q3 20238
Stiles Financial Services Inc 880.35%0.41%0.47%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.02%0.02%Q4 2021Q3 20238
LGT Group Foundation 880.19%0.28%0.46%Q4 2021Q3 20238
American Trust 880.19%0.25%0.38%Q4 2021Q3 20238
Synergy Financial Group, LTD 881.08%1.48%2.17%Q4 2021Q3 20238
Scott Capital Advisors, LLC 880.16%0.22%0.27%Q4 2021Q3 20238
KRS Capital Management, LLC 880.67%0.77%0.96%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.28%0.33%0.38%Q4 2021Q3 20238
Byrne Asset Management LLC 880.13%0.17%0.23%Q4 2021Q3 20238
Mendel Capital Management LLC 880.28%0.33%0.37%Q4 2021Q3 20238
AlphaCore Capital LLC 710.02%0.22%0.32%Q1 2020Q3 20238
KENFARB & CO. 880.01%0.01%0.02%Q4 2021Q3 20238
Lynch Asset Management, Inc. 880.60%0.80%0.96%Q4 2021Q3 20238
Perfromance Wealth Partners, LLC 880.34%0.42%0.52%Q4 2021Q3 20238
Peterson Wealth Services 881.27%1.52%1.90%Q4 2021Q3 20238
MKT Advisors LLC 880.47%0.58%0.70%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.38%0.45%0.53%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.37%0.43%0.50%Q4 2021Q3 20238
Eisler Capital (UK) Ltd. 330.00%0.19%0.50%Q1 2023Q3 20238
City State Bank 880.30%0.34%0.39%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.23%0.26%0.30%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.16%0.18%0.20%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.66%0.84%1.16%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.03%0.14%0.22%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.05%0.09%0.11%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.10%0.13%0.27%Q4 2021Q3 20238
UNIONVIEW, LLC 881.21%1.38%1.69%Q4 2021Q3 20238
Ignite Planners, LLC 880.18%0.27%0.36%Q4 2021Q3 20238
Quantamental Technologies LLC 410.04%0.40%0.87%Q1 2019Q3 20238
BOWEN HANES & CO INC 320.01%0.01%0.01%Q3 2019Q3 20238
Parisi Gray Wealth Management 610.06%0.07%0.08%Q4 2017Q4 20218
B. Metzler seel. Sohn & Co. AG 880.08%0.20%0.38%Q4 2021Q3 20238
Redwood Investment Management, LLC 610.02%0.55%1.22%Q1 2019Q3 20238
Round Rock Advisors, LLC 530.08%0.14%0.20%Q4 2020Q2 20238
Family CFO Inc 880.01%0.01%0.01%Q4 2021Q3 20238
Ninety One North America, Inc. 880.20%0.23%0.28%Q4 2021Q3 20238
BetterWealth, LLC 880.11%0.16%0.36%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.08%0.15%0.19%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.04%Q4 2021Q3 20238
Quent Capital, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Gardiner Nancy B 880.55%0.73%0.84%Q3 2018Q2 20208
CenturyLink Investment Management Co 530.00%0.43%0.58%Q3 2013Q2 20168
Keystone Wealth Services, LLC 880.41%0.49%0.63%Q4 2021Q3 20238
Ascent Group, LLC 880.33%0.42%0.57%Q4 2021Q3 20238
Lakeside Advisors, INC. 881.92%2.44%3.11%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.46%0.80%1.55%Q4 2020Q3 20228
Cito Capital Group, LLC 880.12%0.14%0.15%Q3 2020Q2 20228
DIXON HUBARD FEINOUR & BROWN INC/VA 530.05%1.17%2.15%Q1 2015Q2 20228
C2C Wealth Management, LLC 880.12%0.13%0.16%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.16%0.72%1.13%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.23%0.30%0.35%Q4 2021Q3 20238
High Net Worth Advisory Group LLC 880.09%0.16%0.35%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.04%0.08%0.12%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
Onex Canada Asset Management Inc. 310.02%1.13%3.11%Q2 2013Q3 20218
Capital Planning Advisors, LLC 880.18%0.35%0.47%Q2 2020Q1 20228
TRIAD FINANCIAL ADVISORS, INC. 880.20%0.41%0.87%Q4 2021Q3 20238
Allegheny Financial Group LTD 410.09%0.11%0.15%Q4 2020Q3 20238
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.02%Q1 2019Q4 20208
Columbus Macro, LLC 620.11%0.15%0.22%Q4 2019Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.21%0.59%1.15%Q4 2021Q3 20238
Sterling Investment Counsel, LLC 880.38%0.53%0.79%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.42%0.48%0.53%Q4 2021Q3 20238
MCIA Inc 620.03%0.56%0.92%Q2 2017Q4 20218
Guardian Wealth Management, Inc. 880.02%0.02%0.03%Q4 2021Q3 20238
Gordian Capital Singapore Pte Ltd 880.09%0.66%1.31%Q4 2021Q3 20238
Fortitude Advisory Group L.L.C. 880.44%0.72%1.05%Q4 2021Q3 20238
OLD POINT TRUST & FINANCIAL SERVICES N A 710.06%0.16%0.20%Q2 2013Q2 20238
Astoria Portfolio Advisors LLC. 880.31%0.36%0.43%Q4 2021Q3 20238
Heartland Bank & Trust Co 530.62%0.74%0.98%Q4 2020Q3 20238
Gryphon Financial Partners LLC 410.01%0.04%0.06%Q4 2017Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.07%0.11%0.15%Q4 2021Q3 20238
X-Square Capital, LLC 710.23%0.25%0.27%Q4 2017Q4 20218
DB Fitzpatrick & Co, Inc 881.06%1.35%1.52%Q4 2021Q3 20238
Journey Advisory Group, LLC 880.04%0.06%0.10%Q4 2021Q3 20238
Audent Global Asset Management, LLC 880.35%0.52%0.88%Q4 2021Q3 20238
Baron Financial Group, LLC 880.01%0.01%0.01%Q3 2020Q2 20228
William Allan Corp 883.35%3.66%3.96%Q4 2021Q3 20238
GHE, LLC 880.34%3.04%4.23%Q4 2021Q3 20238
Lombard Odier & Cie (Canada), Limited Partnership 880.14%0.36%0.79%Q4 2013Q3 20158
Tevis Investment Management 880.65%1.15%1.60%Q4 2021Q3 20238
Rise Advisors, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
CORNERSTONE CAPITAL MANAGEMENT LLC 711.80%2.97%4.23%Q3 2013Q3 20168
Mechanics Financial Corp 880.46%0.52%0.61%Q4 2021Q3 20238
Temasek Holdings (Private) Ltd 880.20%0.22%0.25%Q2 2020Q1 20228
Watermark Asset Management, Inc. 880.00%0.00%0.00%Q1 2017Q4 20188
6 Meridian 880.04%0.67%1.19%Q1 2018Q4 20198
SUMITOMO MITSUI FINANCIAL GROUP, INC. 310.00%0.02%0.04%Q1 2017Q3 20208
StrategIQ Financial Group, LLC 880.02%0.05%0.06%Q4 2021Q3 20238
Horizon Wealth Management, LLC 880.07%0.13%0.21%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.06%0.10%0.18%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.04%0.05%0.07%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
NewEdge Wealth, LLC 880.23%0.30%0.39%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.02%0.04%0.07%Q4 2021Q3 20238
Planning Center, Inc. 880.10%0.33%1.19%Q4 2021Q3 20238
BUCKHEAD CAPITAL MANAGEMENT LLC 880.06%0.08%0.09%Q2 2020Q1 20228
Secrest Blakey & Associates, LLC 880.47%0.56%0.64%Q4 2017Q3 20198
QUANTRES ASSET MANAGEMENT Ltd 210.37%1.30%3.79%Q1 2014Q2 20188
Intelligent Financial Strategies 880.03%0.12%0.43%Q4 2021Q3 20238
Affinity Capital Advisors, LLC 530.07%0.11%0.17%Q4 2019Q4 20218
Gyrus Investment Management Inc. 880.66%0.77%0.92%Q2 2013Q1 20158
Oliver Luxxe Assets LLC 880.43%0.48%0.57%Q4 2015Q3 20178
Hofer & Associates. Inc 880.24%0.27%0.29%Q4 2021Q3 20238
CONTINENTAL INVESTORS SERVICES, INC. 880.76%0.91%1.05%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.08%0.09%0.10%Q4 2021Q3 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.07%0.10%0.21%Q2 2013Q1 20158
NorthCrest Asset Manangement, LLC 880.41%0.57%0.69%Q4 2021Q3 20238
Permanens Capital L.P. 510.00%0.79%1.44%Q1 2018Q1 20228
COLUMBIA ADVISORY PARTNERS LLC 880.25%0.41%0.50%Q4 2021Q3 20238
Tempus Wealth Planning, LLC 530.14%0.19%0.26%Q2 2021Q3 20238
ARBOR CAPITAL MANAGEMENT INC /ADV 880.47%0.54%0.60%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.00%0.01%0.02%Q4 2019Q3 20218
Stephens Consulting, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
Sand Hill Global Advisors, LLC 410.02%0.09%0.56%Q3 2015Q3 20238
ICC CAPITAL MANAGEMENT INC/ 880.06%0.19%0.30%Q2 2013Q1 20158
E&G Advisors, LP 880.35%0.51%0.72%Q2 2014Q1 20168
CROWN ADVISORS MANAGEMENT, INC. 881.04%1.69%2.14%Q1 2020Q4 20218
Burleson & Company, LLC 880.00%0.00%0.01%Q1 2021Q4 20228
Wealth Quarterback LLC 510.02%0.30%0.48%Q4 2019Q3 20238
SPHERA FUNDS MANAGEMENT LTD. 530.28%0.43%0.64%Q4 2014Q1 20178
Menard Financial Group LLC 880.47%0.60%0.75%Q2 2020Q1 20228
Leeward Financial Partners, LLC 880.71%0.96%1.27%Q4 2021Q3 20238
Lloyds Banking Group plc 880.07%0.28%0.76%Q2 2013Q1 20158
IRON Financial LLC 710.09%0.16%0.21%Q3 2019Q4 20218
FourThought Financial, LLC 880.10%0.14%0.19%Q4 2020Q3 20228
FT Options LLC 210.00%0.17%0.90%Q1 2016Q4 20168
BOSTON PRIVATE BANK & TRUST CO 880.62%0.73%0.91%Q2 2013Q1 20158
Metis Global Partners, LLC 880.20%0.28%0.33%Q4 2021Q3 20238
Elevated Capital Advisors, LLC 410.16%0.24%0.41%Q1 2019Q1 20228
FNY Managed Accounts LLC 210.00%0.37%2.00%Q3 2014Q1 20188
SHAPIRO CAPITAL MANAGEMENT LLC 881.04%1.22%1.51%Q1 2020Q4 20218
GeoWealth Management, LLC 610.01%0.08%0.13%Q3 2019Q3 20238
JSF Financial, LLC 530.07%0.12%0.19%Q4 2020Q2 20238
Fortis Capital Management LLC 880.17%0.40%0.71%Q3 2020Q2 20228
MAPLELANE CAPITAL, LLC 410.21%0.55%1.02%Q1 2015Q3 20178
Mizuho Trust & Banking Co., Ltd. 880.29%0.39%0.45%Q4 2014Q3 20168
Shellback Capital, LP 420.06%0.98%1.89%Q3 2015Q3 20218
VELA Investment Management, LLC 880.16%0.41%0.54%Q4 2021Q3 20238
SBB Research Group LLC 880.12%0.77%1.45%Q4 2021Q3 20238
Bensler, LLC 880.09%0.20%0.32%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.19%0.24%0.30%Q4 2021Q3 20238
Covestor Ltd 880.05%0.07%0.14%Q4 2021Q3 20238
Princeton Alpha Management LP 410.08%0.30%0.49%Q4 2013Q1 20178
DELTEC ASSET MANAGEMENT LLC 610.09%0.30%0.70%Q2 2016Q1 20228
IBEX WEALTH ADVISORS 310.00%0.56%1.21%Q3 2016Q1 20238
PYA Waltman Capital, LLC 880.01%0.14%0.28%Q4 2021Q3 20238
QUEST CAPITAL MANAGEMENT INC /ADV 880.07%0.08%0.10%Q1 2020Q4 20218
Wayfinding Financial, LLC 881.84%2.28%2.56%Q4 2021Q3 20238
Firestone Capital Management 880.02%0.02%0.02%Q4 2019Q3 20218
Detalus Advisors, LLC 530.10%0.11%0.13%Q1 2021Q2 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 880.17%0.95%2.64%Q4 2021Q3 20238
SteelBridge Private Wealth Advisors LLC 880.52%1.33%3.36%Q1 2016Q4 20178
RELIANCE TRUST CO OF DELAWARE 610.03%0.18%0.37%Q4 2013Q4 20168
Lombard Odier Transatlantic Ltd 880.23%0.38%0.47%Q4 2014Q3 20168
Blackhawk Capital Partners LLC. 530.00%0.68%1.23%Q4 2017Q4 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.15%0.17%0.20%Q4 2021Q3 20238
VisionPoint Advisory Group, LLC 510.00%0.10%0.16%Q1 2020Q3 20238
Lauterbach Financial Advisors, LLC 880.27%0.32%0.40%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.16%0.20%0.24%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 883.74%4.21%4.64%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 881.27%1.48%1.63%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.17%0.22%0.32%Q4 2021Q3 20238
PFS Partners, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 881.43%1.88%2.38%Q4 2021Q3 20238
WEXFORD CAPITAL LP 310.03%0.10%0.39%Q1 2020Q1 20238
FOX RUN MANAGEMENT, L.L.C. 210.15%0.27%0.46%Q1 2016Q3 20238
Index Management Solutions, LLC 620.00%0.01%0.04%Q3 2013Q3 20158
ADAMS DIVERSIFIED EQUITY FUND, INC. 620.73%0.89%0.99%Q2 2016Q1 20208
Hexavest Inc. 880.00%0.31%0.64%Q1 2019Q4 20208
Sierra Capital LLC 880.02%0.04%0.07%Q1 2021Q4 20228
RETIREMENT DESIGN & MANAGEMENT INC /ADV 772.46%3.16%4.54%Q4 2014Q2 20167
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.03%0.04%0.06%Q1 2022Q3 20237
Confluence Wealth Services, Inc. 430.05%0.12%0.26%Q4 2021Q3 20237
Investment Advisory Group, LLC 770.13%0.15%0.17%Q1 2022Q3 20237
Chemistry Wealth Management LLC 770.21%0.26%0.29%Q1 2022Q3 20237
Lebenthal Holdings,LLC 770.23%0.64%0.88%Q4 2014Q2 20167
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
READYSTATE ASSET MANAGEMENT LP 330.02%0.03%0.04%Q1 2023Q3 20237
GUARDIAN WEALTH ADVISORS, LLC / NC 610.08%0.11%0.17%Q4 2021Q3 20237
NORTHCAPE WEALTH MANAGEMENT, LLC 430.11%0.12%0.15%Q4 2021Q3 20237
JOURNEY STRATEGIC WEALTH LLC 520.01%0.04%0.06%Q4 2021Q3 20237
Royal Capital Wealth Management, LLC 520.25%0.29%0.36%Q4 2021Q3 20237
Carson Advisory Inc. 520.21%0.24%0.28%Q4 2021Q3 20237
Endowment Wealth Management, Inc. 520.21%0.25%0.28%Q4 2021Q3 20237
Sweet Financial Partners, LLC 770.08%0.10%0.11%Q1 2022Q3 20237
Aspire Capital Advisors LLC 771.03%1.46%1.86%Q1 2022Q3 20237
Archon Capital Management LLC 612.75%8.47%14.30%Q2 2016Q2 20207
Financial Connections Group, Inc. 770.03%0.04%0.06%Q4 2021Q2 20237
CATAWBA CAPITAL MANAGEMENT /VA 770.10%0.13%0.15%Q4 2016Q2 20187
CMT Capital Markets Trading GmbH 770.01%0.01%0.01%Q1 2020Q3 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.04%0.09%0.13%Q2 2013Q4 20147
Ruggie Capital Group 410.01%0.01%0.02%Q4 2014Q4 20187
Industrial Alliance Investment Management Inc. 610.16%0.32%0.44%Q4 2021Q3 20237
UBP Investment Advisors SA 520.08%0.13%0.23%Q1 2019Q4 20217
FormulaFolio Investments, LLC 510.00%0.01%0.04%Q1 2017Q2 20217
C M BIDWELL & ASSOCIATES LTD 310.05%0.11%0.16%Q2 2015Q2 20237
MARINO, STRAM & ASSOCIATES LLC 610.01%0.14%0.91%Q4 2017Q2 20217
Wagner Wealth Management, LLC 410.00%0.02%0.02%Q4 2017Q3 20227
Joho Capital 430.12%1.45%3.95%Q2 2013Q1 20187
WealthShield Partners, LLC 430.03%0.04%0.04%Q4 2020Q3 20237
Palo Capital, Inc. 770.59%0.69%0.78%Q1 2016Q3 20177
Cypress Capital, LLC 770.14%0.40%0.69%Q1 2022Q3 20237
Georgetown University 771.13%1.55%1.90%Q1 2022Q3 20237
LSV ASSET MANAGEMENT 510.00%0.00%0.00%Q3 2013Q1 20207
Schneider Downs Wealth Management Advisors, LP 770.07%0.08%0.09%Q1 2021Q3 20227
Tuscan Ridge Asset Management LLC 440.04%0.55%1.44%Q4 2018Q3 20197
Newport Wealth Strategies, Inc. 310.15%0.23%0.37%Q4 2017Q3 20217
BigSur Wealth Management LLC 770.22%0.42%0.65%Q4 2016Q2 20187
KOPP INVESTMENT ADVISORS LLC 430.10%0.21%0.39%Q3 2015Q3 20197
Biltmore Family Office, LLC 520.05%0.09%0.16%Q4 2019Q4 20217
LBA Wealth Management, LLC 770.00%0.04%0.10%Q3 2014Q1 20167
CLINTON GROUP INC 310.09%0.20%0.47%Q4 2013Q2 20177
Resource Management, LLC 770.05%0.07%0.08%Q2 2020Q4 20217
Covenant Multifamily Offices, LLC 610.04%0.44%0.79%Q3 2018Q3 20217
L.M. KOHN & COMPANY 770.13%0.15%0.19%Q1 2022Q3 20237
Winthrop Partners - WNY, LLC 770.11%0.15%0.17%Q1 2018Q3 20197
Moreno Evelyn V 770.05%0.07%0.11%Q1 2022Q3 20237
PRINCETON CAPITAL MANAGEMENT LLC 770.01%0.01%0.02%Q1 2018Q3 20197
Beta Wealth Group, Inc. 770.19%0.28%0.34%Q2 2021Q4 20227
Coyle Financial Counsel LLC 410.00%0.11%0.19%Q2 2018Q3 20237
AIGEN INVESTMENT MANAGEMENT, LP 310.07%0.24%0.64%Q3 2020Q3 20237
Canal Capital Management, LLC 771.01%1.13%1.27%Q3 2020Q1 20227
Detwiler Fenton Investment Management LLC 310.60%2.76%4.79%Q1 2010Q4 20157
RELIANCE TRUST CO 770.23%0.27%0.32%Q2 2013Q4 20147
Edge Advisors, LLC 770.14%0.17%0.20%Q4 2016Q2 20187
IRONBRIDGE CAPITAL MANAGEMENT LP 771.04%1.50%1.78%Q3 2015Q1 20177
CONCORD ASSET MANAGEMENT LLC 770.20%0.22%0.23%Q2 2013Q4 20147
COUNTRY CLUB BANK /GFN 770.14%0.16%0.18%Q1 2022Q3 20237
ARK Investment Management 430.00%0.00%0.01%Q4 2017Q2 20227
MILES CAPITAL, INC. 770.26%0.29%0.35%Q4 2015Q2 20177
Alpine Global Management, LLC 310.06%0.13%0.23%Q4 2014Q2 20207
Tuttle Capital Management, LLC 510.28%0.61%1.10%Q2 2017Q4 20207
SUMMITRY LLC 771.73%2.28%2.94%Q1 2022Q3 20237
Stokes & Hubbell Capital Management, LLC 770.07%0.45%0.76%Q3 2017Q1 20197
Pensionmark Financial Group, LLC 770.04%0.05%0.05%Q4 2021Q2 20237
Steinberg Global Asset Management 610.04%0.09%0.20%Q2 2015Q1 20197
GRANDFIELD & DODD, LLC 510.02%0.02%0.02%Q3 2021Q3 20237
Placemark Investments, Inc. 770.28%0.33%0.38%Q2 2013Q4 20147
Quadrature Capital Ltd 210.06%0.65%1.76%Q2 2016Q1 20227
Kimelman & Baird, LLC 610.06%0.73%1.54%Q2 2018Q2 20217
Foyston, Gordon, & Payne Inc 770.33%0.97%1.45%Q1 2020Q3 20217
Polar Asset Management Partners Inc. 610.00%0.03%0.15%Q1 2020Q4 20217
Lantz Financial LLC 520.09%0.14%0.19%Q4 2020Q1 20237
Airain ltd 410.02%0.35%0.72%Q4 2013Q2 20177
Patriot Wealth Management, Inc. 520.71%0.87%1.19%Q3 2014Q1 20187
AlphaMark Advisors, LLC 410.00%0.01%0.01%Q2 2013Q4 20207
PUBLIC INVESTMENT FUND 610.79%1.50%2.02%Q1 2020Q3 20237
Santa Fe Partners LLC 510.03%0.30%0.50%Q2 2013Q3 20157
My Legacy Advisors, LLC 770.50%0.57%0.66%Q1 2022Q3 20237
MIROVA 430.01%0.02%0.06%Q4 2019Q2 20227
Invictus RG Pte. Ltd. 430.02%0.11%0.33%Q2 2013Q3 20157
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 770.12%0.22%0.42%Q2 2013Q4 20147
OSTRUM ASSET MANAGEMENT 430.06%0.40%0.66%Q3 2019Q3 20237
Omega Financial Group, LLC 770.13%0.15%0.18%Q1 2022Q3 20237
Legacy Private Trust Co. 430.04%0.05%0.09%Q2 2013Q1 20227
Magnetar Financial LLC 310.02%0.06%0.16%Q3 2013Q3 20197
HAZLETT, BURT & WATSON, INC. 770.05%0.06%0.08%Q1 2022Q3 20237
FOUNDERS BANK & TRUST 770.36%0.44%0.52%Q2 2013Q4 20147
Numeric Investors LLC 310.00%0.09%0.39%Q2 2013Q2 20177
Ackerman Capital Advisors, LLC 510.00%0.06%0.11%Q2 2017Q4 20197
WT Wealth Management 770.15%0.43%0.58%Q3 2020Q1 20227
Duquesne Family Office 771.54%4.61%7.55%Q2 2020Q4 20217
TBH Global Asset Management, LLC 410.06%0.10%0.16%Q4 2020Q3 20237
TCF National Bank 770.11%0.14%0.20%Q3 2019Q1 20217
TLP GROUP LLC 510.00%0.17%0.38%Q1 2016Q2 20187
Artemis Investment Management LLP 610.00%0.17%0.47%Q3 2016Q4 20197
Gyon Technologies Capital Management, LP 410.11%0.45%1.21%Q1 2020Q2 20227
Xcel Wealth Management, LLC 770.40%0.66%0.87%Q2 2020Q4 20217
Fiduciary Planning LLC 770.27%1.86%2.90%Q2 2020Q4 20217
Americana Partners, LLC 520.09%0.19%0.28%Q4 2019Q4 20217
Portman Square Capital LLP 330.01%0.04%0.12%Q4 2022Q2 20237
Vantis Investment Advisers L.P. 511.59%6.27%12.50%Q4 2016Q3 20217
First Western Trust Bank 770.02%0.02%0.03%Q1 2022Q3 20237
CGOV Asset Management 772.80%3.16%4.01%Q3 2016Q1 20187
Salient Capital Advisors, LLC 770.01%0.02%0.03%Q4 2015Q2 20177
Clear Perspective Advisors, LLC 610.01%0.36%0.67%Q2 2017Q4 20217
Adams Wealth Management 610.06%0.12%0.23%Q4 2019Q4 20217
Essex Private Wealth Management, LLC 770.26%0.30%0.33%Q2 2020Q4 20217
Blue Zone Wealth Advisors, LLC 771.16%1.36%1.56%Q2 2020Q4 20217
WNY Asset Management, LLC 770.07%0.12%0.16%Q4 2020Q2 20227
Bank of Kentucky, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Hardman Johnston Global Advisors LLC 770.35%0.42%0.48%Q4 2016Q2 20187
MONTRUSCO BOLTON INVESTMENTS INC. 410.01%0.31%0.71%Q2 2015Q4 20187
THREADGILL FINANCIAL, LLC 610.51%1.37%2.03%Q3 2021Q3 20237
Three Bridge Wealth Advisors, LLC 770.35%0.50%0.65%Q1 2022Q3 20237
COWEN INC. 210.00%0.02%0.08%Q1 2013Q2 20187
ROOSEVELT INVESTMENT GROUP LLC 610.02%0.03%0.04%Q3 2015Q2 20207
Rockbridge Investment Management, LCC 770.01%0.01%0.01%Q2 2020Q4 20217
CHASE INVESTMENT COUNSEL CORP 311.06%1.55%2.32%Q2 2013Q1 20187
ICA Group Wealth Management, LLC 770.10%0.13%0.16%Q1 2022Q3 20237
Wallace Capital Management Inc. 770.99%1.06%1.12%Q1 2020Q3 20217
CHIRON CAPITAL MANAGEMENT, LLC 610.01%0.36%0.53%Q3 2020Q2 20237
Dynamic Capital Management Ltd 310.07%0.37%1.69%Q4 2013Q3 20197
Coastwise Capital Group, LLC 770.87%1.09%1.39%Q1 2022Q3 20237
Franklin, Parlapiano, Turner & Welch, LLC 770.00%0.00%0.00%Q3 2015Q1 20177
WealthPlan Investment Management, LLC 610.04%0.09%0.15%Q1 2022Q4 20237
BMS Financial Advisors, LLC 770.25%0.32%0.39%Q4 2021Q2 20237
Fund Management at Engine No. 1 LLC 770.22%0.26%0.31%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.07%0.15%0.19%Q1 2022Q3 20237
SSI INVESTMENT MANAGEMENT LLC 510.01%0.05%0.09%Q2 2013Q4 20217
Bond & Devick Financial Network, Inc. 520.16%0.18%0.19%Q4 2021Q3 20237
Taylor, Cottrill LLC 770.64%0.93%1.25%Q2 2014Q4 20157
Beacon Capital Management, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Cyrus J. Lawrence, LLC 770.92%1.34%1.71%Q1 2022Q3 20237
Alley Investment Management Company, LLC 771.78%2.02%2.23%Q1 2022Q3 20237
USA MUTUALS ADVISORS, INC. 770.62%1.14%1.65%Q4 2017Q2 20197
Legacy Wealth Asset Management, LLC 770.33%0.43%0.50%Q4 2020Q2 20227
Tyler-Stone Wealth Management 520.04%0.05%0.06%Q4 2021Q3 20237
Enlightenment Research, LLC 210.38%1.60%5.49%Q4 2018Q3 20227
Autumn Glory Partners, LLC 520.16%0.65%0.83%Q4 2021Q3 20237
DIALECTIC CAPITAL MANAGEMENT, LP 410.19%0.47%0.87%Q2 2013Q2 20167
PURSUE WEALTH PARTNERS LLC 770.22%0.31%0.38%Q4 2021Q2 20237
AXXCESS WEALTH MANAGEMENT, LLC 610.05%0.09%0.12%Q4 2021Q3 20237
Seaport Global Advisors, LLC 770.50%0.71%1.05%Q4 2021Q2 20237
SHAPIRO ROBERT N 770.01%0.03%0.04%Q2 2013Q4 20147
Blackston Financial Advisory Group, LLC 770.17%0.21%0.25%Q4 2021Q2 20237
Hennion & Walsh Asset Management, Inc. 770.03%0.11%0.18%Q1 2021Q3 20227
Pallas Capital Advisors LLC 430.01%0.05%0.09%Q1 2021Q3 20237
Apeiron RIA LLC 420.08%0.09%0.12%Q4 2021Q3 20236
Schooner Investment Group, LLC. 660.33%0.61%0.88%Q1 2015Q2 20166
AMG Funds LLC 660.52%0.99%1.40%Q1 2018Q2 20196
IVORY INVESTMENT MANAGEMENT, LLC 320.31%0.64%0.96%Q1 2014Q2 20176
McAdams Wright Ragen, Inc. 661.08%1.20%1.38%Q2 2013Q3 20146
JD CAPITAL MANAGEMENT LLC 210.03%0.18%0.62%Q2 2013Q2 20186
Azimuth Capital Investment Management LLC 660.37%0.86%1.20%Q2 2022Q3 20236
MATRIX ASSET ADVISORS INC/NY 661.36%1.55%1.74%Q2 2022Q3 20236
Empowered Funds, LLC 410.03%0.13%0.48%Q3 2019Q3 20236
Source Financial Advisors LLC 660.16%0.17%0.22%Q4 2020Q1 20226
US FINANCIAL ADVISORS, LLC 660.01%0.04%0.07%Q4 2014Q1 20166
SEI TRUST CO 660.60%0.66%0.72%Q2 2013Q3 20146
WELD CAPITAL MANAGEMENT LLC 410.12%0.49%1.18%Q1 2019Q2 20216
Corsicana & Co. 660.11%0.19%0.26%Q2 2021Q3 20226
FSM Wealth Advisors, LLC 660.18%0.23%0.28%Q2 2022Q3 20236
Princeton Global Asset Management LLC 330.01%0.03%0.05%Q4 2019Q3 20236
XTX Topco Ltd 410.04%0.16%0.34%Q2 2021Q3 20236
Wealth Architects, LLC 410.04%0.05%0.12%Q2 2015Q3 20236
Coston, McIsaac & Partners 661.66%1.75%1.89%Q2 2022Q3 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
WFA of San Diego, LLC 210.02%0.13%0.62%Q2 2020Q3 20236
MARIANAS FUND MANAGEMENT LLC 665.20%7.03%11.25%Q2 2016Q3 20176
JAMISON EATON & WOOD INC /NJ 510.02%0.68%1.03%Q3 2013Q1 20156
Seven Post Investment Office LP 510.06%0.07%0.09%Q4 2020Q1 20236
Athanor Capital, LP 660.04%0.40%0.79%Q3 2019Q4 20206
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 210.11%0.35%0.67%Q2 2014Q3 20236
Axim Planning & Wealth 660.19%0.26%0.29%Q2 2022Q3 20236
WealthBridge Capital Management, LLC 420.06%0.08%0.09%Q4 2018Q3 20216
Pier Capital, LLC 660.01%0.01%0.02%Q2 2013Q3 20146
American Financial Network Advisory Services LLC 330.13%0.16%0.18%Q3 2017Q2 20196
Pacific Wealth Strategies Group, Inc. 660.19%0.45%1.48%Q4 2016Q1 20186
GAGNON SECURITIES LLC 660.08%0.10%0.11%Q2 2022Q3 20236
Emerald Advisors, LLC 420.06%0.07%0.09%Q4 2021Q3 20236
Northstar Advisory Group, LLC 330.23%0.76%1.33%Q4 2020Q1 20236
Bienville Capital Management, LLC 510.02%0.06%0.16%Q2 2020Q4 20216
Candlestick Capital Management LP 210.48%1.17%2.70%Q4 2019Q2 20236
Atlas Private Wealth Advisors 660.02%0.02%0.02%Q2 2020Q3 20216
Biechele Royce Advisors 661.82%2.32%3.62%Q4 2017Q1 20196
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 660.13%0.19%0.25%Q4 2021Q1 20236
Terra Nova Asset Management LLC 660.24%0.25%0.26%Q4 2020Q1 20226
JACKSON SQUARE CAPITAL, LLC 420.01%0.07%0.22%Q4 2019Q3 20236
abrdn Investment Management Ltd 660.01%0.71%1.73%Q2 2013Q3 20146
Capital Group Private Client Services, Inc. 660.04%0.08%0.09%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.19%0.22%0.24%Q2 2022Q3 20236
New Millennium Group LLC 660.03%0.03%0.04%Q2 2022Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.02%0.02%0.02%Q2 2013Q3 20146
Mezzasalma Advisors, LLC 510.12%0.13%0.14%Q4 2020Q1 20236
Liontrust Investment Partners LLP 410.15%0.19%0.21%Q4 2020Q3 20236
Bridgewater Advisors Inc. 660.08%0.13%0.16%Q1 2021Q2 20226
Hunter Perkins Capital Management, LLC 510.04%0.04%0.05%Q4 2020Q1 20236
Hutchin Hill Capital, LP 510.01%0.09%0.28%Q4 2015Q3 20176
Stillwater Capital Advisors, LLC 662.42%2.52%2.68%Q4 2016Q1 20186
ELEMENT CAPITAL MANAGEMENT LLC 410.12%0.29%0.47%Q3 2015Q2 20196
EPG Wealth Management LLC 420.06%0.10%0.13%Q4 2019Q3 20216
MERIDIAN MANAGEMENT CO 660.99%1.21%1.37%Q1 2020Q2 20216
Trevian Wealth Management LLC 660.25%0.29%0.35%Q4 2021Q1 20236
ADVOCATE GROUP LLC 660.06%0.19%0.36%Q2 2022Q3 20236
Stifel Trust Company, N.A. 660.53%0.59%0.66%Q2 2013Q3 20146
GENEVA CAPITAL MANAGEMENT LLC 660.02%0.03%0.05%Q2 2013Q3 20146
Intrepid Financial Planning Group LLC 660.13%0.14%0.16%Q2 2022Q3 20236
Seven Springs Wealth Group, LLC 420.09%0.12%0.17%Q1 2020Q3 20216
Southeast Asset Advisors Inc. 660.03%0.04%0.05%Q4 2020Q1 20226
NAVELLIER & ASSOCIATES INC 660.02%1.22%2.48%Q1 2015Q2 20166
Naviter Wealth, LLC 660.24%0.27%0.33%Q2 2022Q3 20236
Triton Wealth Management, PLLC 310.10%0.12%0.15%Q1 2021Q3 20236
SRB CORP 410.00%0.04%0.08%Q1 2018Q3 20226
Belmont Global Advisors, Inc. 660.46%1.08%2.17%Q1 2015Q2 20166
Connecticut Wealth Management, LLC 330.02%0.03%0.03%Q3 2020Q3 20236
Asio Capital, LLC 410.04%0.07%0.09%Q4 2019Q1 20226
Bangor Savings Bank 660.00%0.01%0.01%Q2 2022Q3 20236
Cardan Capital Partners, LLC 660.03%0.04%0.04%Q2 2020Q3 20216
InTrack Investment Management Inc 660.29%1.20%2.30%Q4 2020Q1 20226
Pinnacle Wealth Management Group, Inc. 660.19%0.33%0.52%Q2 2021Q3 20226
Czech National Bank 660.27%0.32%0.35%Q3 2022Q4 20236
Price Wealth, LLC 310.00%0.01%0.01%Q4 2017Q3 20206
Alliance Wealth Advisors, LLC 660.19%0.22%0.24%Q2 2022Q3 20236
REINHART PARTNERS, LLC. 420.02%0.04%0.05%Q2 2014Q1 20186
Weaver Consulting Group 660.04%0.05%0.05%Q2 2019Q3 20206
Longer Investments Inc. 511.42%1.65%1.97%Q2 2014Q4 20156
Ascension Capital Advisors, Inc. 420.14%0.16%0.19%Q1 2021Q1 20236
Quinn Opportunity Partners LLC 310.03%0.04%0.07%Q3 2017Q1 20206
Covea Finance 660.47%0.55%0.63%Q3 2022Q4 20236
PT ASSET MANAGEMENT, LLC 330.08%0.31%0.51%Q2 2016Q4 20166
Freedman Financial Associates, Inc. 660.03%0.03%0.04%Q4 2020Q1 20226
KMS FINANCIAL SERVICES, INC 660.61%0.72%0.92%Q2 2013Q3 20146
YARGER WEALTH STRATEGIES, LLC 420.19%0.26%0.29%Q4 2021Q3 20236
Psagot Value Holdings Ltd. / (Israel) 330.02%0.07%0.12%Q3 2021Q2 20236
COMPASS FINANCIAL ADVISORS LLC 660.31%0.38%0.53%Q4 2021Q1 20236
OAKWOOD CAPITAL MANAGEMENT LLC/CA 661.41%1.70%2.24%Q1 2020Q2 20216
CADENCE BANK NA 660.12%0.13%0.16%Q1 2021Q2 20226
Brookfield Asset Management 210.00%0.02%0.06%Q3 2020Q2 20236
MBL Wealth, LLC 310.03%0.07%0.13%Q4 2020Q3 20236
Everhart Financial Group, Inc. 660.16%0.18%0.20%Q2 2022Q3 20236
Trilogy Capital Inc. 330.01%0.02%0.02%Q1 2018Q4 20216
Oder Investment Management, LLC 510.18%0.76%1.14%Q4 2020Q4 20226
Hayden Royal, LLC 420.12%0.17%0.29%Q4 2019Q2 20216
ARS Wealth Advisors Group, LLC 330.04%0.05%0.06%Q3 2021Q3 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.01%0.02%0.03%Q2 2013Q3 20146
Horan Capital Advisors, LLC. 210.07%0.09%0.16%Q3 2017Q3 20236
Bickling Financial Services, Inc. 510.11%0.13%0.15%Q1 2021Q4 20226
Goodman Financial Corp 662.72%3.33%3.62%Q1 2015Q2 20166
John W. Brooker & Co., CPAs 420.01%0.01%0.02%Q4 2019Q3 20226
Bridgeworth, LLC 310.02%0.04%0.06%Q2 2018Q2 20236
Midwest Wealth Management Inc. 661.09%1.35%1.45%Q4 2020Q1 20226
Ulland Investment Advisors, LLC 420.00%0.02%0.02%Q4 2021Q3 20236
Leo H. Evart, Inc. 420.24%0.31%0.34%Q4 2021Q3 20236
CFO4Life, L.P. 510.05%0.19%0.24%Q4 2014Q4 20226
ALGERT GLOBAL LLC 210.12%0.38%0.74%Q4 2015Q3 20216
ARGENTIERE CAPITAL AG 320.09%0.54%1.13%Q1 2017Q3 20186
RITTER DANIHER FINANCIAL ADVISORY LLC 660.04%0.04%0.05%Q4 2020Q1 20226
Bridgefront Capital, LLC 210.13%0.31%0.71%Q1 2021Q3 20236
CFS, LLC 660.01%0.05%0.15%Q2 2013Q3 20146
INTECH INVESTMENT MANAGEMENT LLC 660.04%0.07%0.10%Q2 2022Q3 20236
Delphi Private Advisors LLC 510.02%0.03%0.07%Q4 2015Q4 20176
FIDGEON TIMOTHY F 660.13%0.16%0.20%Q2 2014Q3 20156
Maltin Wealth Management, Inc. 660.27%0.39%0.49%Q2 2022Q3 20236
Dash Acquisitions Inc. 661.84%2.09%2.27%Q4 2020Q1 20226
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 510.04%1.06%1.54%Q3 2013Q2 20166
Worth Asset Management, LLC 660.06%0.08%0.10%Q1 2022Q2 20236
MONUMENTAL FINANCIAL GROUP INC. 310.01%0.36%0.76%Q1 2021Q3 20236
Red Door Wealth Management, LLC 310.04%0.08%0.11%Q1 2020Q3 20236
McCarthy Asset Management, Inc. 660.01%0.08%0.16%Q4 2020Q1 20226
Forward Management, LLC 420.00%0.08%0.12%Q1 2014Q3 20186
Blue Trust, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
Relative Value Partners Group, LLC 660.17%0.19%0.20%Q2 2022Q3 20236
Machina Capital S.A.S. 210.52%0.72%1.14%Q4 2018Q2 20236
Kernodle & Katon Asset Management Group, LLC 660.14%0.18%0.24%Q4 2015Q1 20176
SPOT TRADING L.L.C. 220.05%0.09%0.15%Q2 2017Q3 20176
BAINCO INTERNATIONAL INVESTORS 420.00%0.36%0.78%Q2 2016Q4 20206
Jetstream Capital LLC 440.09%6.06%33.49%Q2 2013Q1 20146
Herold Advisors, Inc. 410.00%0.05%0.09%Q3 2021Q3 20236
Summit Financial Strategies, Inc. 330.04%0.04%0.04%Q2 2021Q2 20236
ANGELES WEALTH MANAGEMENT, LLC 510.04%0.05%0.07%Q1 2022Q3 20236
Hudson Value Partners, LLC 660.78%1.38%1.82%Q4 2020Q1 20226
STONERIDGE INVESTMENT PARTNERS LLC 310.31%0.92%2.12%Q2 2018Q2 20226
IMC-Chicago, LLC 310.00%0.02%0.04%Q2 2019Q3 20216
Bouvel Investment Partners, LLC 661.30%1.44%1.55%Q4 2020Q1 20226
WHITEBOX ADVISORS LLC 510.05%0.10%0.14%Q2 2013Q4 20146
Harvest Investment Services, LLC 420.15%0.18%0.25%Q4 2018Q3 20206
NEW YORK LIFE TRUST CO 660.03%0.31%0.49%Q3 2015Q4 20166
LifePro Asset Management 660.14%0.17%0.20%Q4 2020Q1 20226
AXIOM INVESTORS LLC /DE 660.40%1.86%2.96%Q3 2015Q4 20166
FORESTERS ASSET MANAGEMENT INC. 660.09%0.38%1.72%Q2 2016Q3 20176
ALERUS FINANCIAL NA 510.02%0.36%0.48%Q2 2016Q1 20216
Westbourne Investment Advisors, Inc. 660.16%0.26%0.32%Q2 2017Q3 20186
FMA ADVISORY INC 510.01%0.19%0.36%Q2 2015Q3 20216
Ritter Daniher Financial Advisory LLC / DE 660.03%0.03%0.04%Q2 2022Q3 20236
INTEGRATED WEALTH COUNSEL, LLC 660.00%0.00%0.00%Q3 2015Q4 20166
Tibra Equities Europe Ltd 330.18%0.52%1.08%Q2 2018Q4 20196
HERITAGE WEALTH MANAGEMENT, LLC 420.06%0.09%0.14%Q2 2021Q4 20226
F/M Investments LLC 310.21%1.27%1.79%Q1 2021Q2 20236
PRIVATE CAPITAL MANAGEMENT INC 660.60%0.73%0.88%Q2 2016Q3 20176
Claybrook Capital, LLC 510.04%0.49%0.76%Q4 2017Q2 20216
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.20%0.27%0.33%Q2 2015Q3 20166
tru Independence LLC 660.00%0.09%0.39%Q4 2019Q1 20216
Campbell & CO Investment Adviser LLC 210.07%0.39%1.57%Q4 2013Q1 20236
Huntington Steele LLC 660.12%0.14%0.15%Q4 2016Q1 20186
1919 Investment Counsel, LLC 660.04%0.04%0.05%Q2 2013Q3 20146
TWINBEECH CAPITAL LP 110.16%0.68%1.14%Q4 2019Q2 20236
FIRST HORIZON CORP 410.06%0.16%0.20%Q2 2013Q2 20215
DIVIDEND ASSETS CAPITAL, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CARLSON CAPITAL L P 210.13%0.23%0.28%Q2 2013Q4 20195
Power Corp of Canada 550.57%0.79%1.01%Q3 2022Q3 20235
MIRABELLA FINANCIAL SERVICES LLP 310.04%0.26%1.00%Q4 2020Q3 20235
Wilmington Trust, National Association 550.12%0.13%0.16%Q2 2013Q2 20145
DT Investment Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Rothschild Capital Partners, LLC 311.19%3.52%5.06%Q3 2015Q3 20165
Steward Financial Group LLC 320.02%0.02%0.02%Q4 2021Q3 20235
GIRARD SECURITIES, INC. 410.18%0.37%0.49%Q4 2015Q1 20175
TRADITION ASSET MANAGEMENT LLC 550.07%0.09%0.10%Q2 2019Q2 20205
Edmond de Rothschild (Europe) 320.01%0.14%0.38%Q2 2015Q3 20165
Kaizen Advisory, LLC 550.05%0.10%0.16%Q4 2017Q4 20185
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.02%0.09%0.14%Q2 2014Q4 20205
Alta Advisers Ltd 550.17%0.18%0.20%Q3 2022Q3 20235
FLOSSBACH VON STORCH AG 550.00%0.01%0.01%Q3 2022Q3 20235
Strategic Capital Group LLC 550.06%0.65%1.39%Q2 2013Q2 20145
Cassady Schiller Wealth Management, LLC 410.02%0.03%0.03%Q4 2021Q3 20235
AIA Investment Management Private Ltd 550.50%0.64%0.94%Q3 2019Q3 20205
Chimera Capital Management LLC 320.72%1.71%3.64%Q4 2021Q1 20235
Beck Bode, LLC 310.01%0.03%0.06%Q3 2020Q4 20225
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.08%0.20%Q2 2021Q2 20235
J.Safra Asset Management Corp 320.02%0.03%0.05%Q2 2016Q3 20235
ROMANO BROTHERS AND COMPANY 550.39%0.53%0.60%Q3 2022Q3 20235
Blueport Capital, L.P. 551.94%3.51%4.49%Q4 2016Q4 20175
Parametrica Management Ltd 210.18%0.32%0.47%Q2 2017Q2 20215
Prentice Wealth Management LLC 550.10%0.11%0.13%Q1 2021Q1 20225
Ground Swell Capital, LLC 320.13%0.67%1.40%Q2 2014Q4 20225
Relyea Zuckerberg Hanson LLC 550.07%0.08%0.09%Q3 2022Q3 20235
Blueprint Investment Partners LLC 320.08%0.11%0.16%Q3 2021Q1 20235
Sustainable Insight Capital Management, LLC 550.93%1.86%3.22%Q3 2022Q3 20235
L2 Asset Management, LLC 410.14%0.51%1.94%Q4 2019Q3 20235
FDO Partners, LLC 210.39%0.86%1.38%Q2 2016Q4 20175
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 550.04%0.04%0.05%Q4 2020Q4 20215
Abacus Wealth Partners, LLC 550.08%0.12%0.19%Q4 2020Q4 20215
Modus Advisors, LLC 410.04%0.09%0.12%Q2 2020Q1 20225
Virtus ETF Advisers LLC 320.01%0.02%0.03%Q4 2017Q3 20195
Beacon Pointe Wealth Advisors, LLC 550.19%0.23%0.29%Q4 2018Q4 20195
Baron Wealth Management LLC 550.23%0.27%0.31%Q4 2022Q4 20235
Lebenthal Asset Management, LLC 550.10%0.31%0.46%Q1 2016Q1 20175
General Partner, Inc. 550.20%0.36%0.46%Q4 2022Q4 20235
Adero Partners, LLC 410.05%0.15%0.42%Q4 2019Q4 20215
SPROTT INC. 410.05%0.08%0.16%Q3 2015Q4 20165
Bank of Marin 550.29%0.49%0.58%Q4 2019Q4 20205
CoreCap Advisors, LLC 550.03%0.06%0.16%Q4 2021Q4 20225
Odey Holdings AG 551.88%3.38%4.92%Q2 2015Q2 20165
Odey Asset Management Group Ltd 550.10%0.23%0.30%Q2 2015Q2 20165
Harvest Capital Strategies LLC 550.38%4.12%6.41%Q3 2018Q3 20195
Compass Wealth Management LLC 550.03%0.05%0.06%Q4 2022Q4 20235
Founders Capital Management 410.00%0.01%0.01%Q2 2022Q3 20235
CHECK CAPITAL MANAGEMENT INC/CA 550.04%0.09%0.12%Q3 2018Q3 20195
TITLEIST CAPITAL, LLC 550.22%0.26%0.30%Q4 2021Q4 20225
Saddle Road Partners, LLC 550.04%0.05%0.06%Q4 2015Q4 20165
Waterfront Capital Partners, LLC 310.04%1.34%2.23%Q2 2014Q3 20185
B.O.S.S. Retirement Advisors, LLC 550.11%0.15%0.27%Q4 2022Q4 20235
WEST BANCORPORATION INC 410.01%0.08%0.24%Q4 2019Q3 20225
INVERNESS COUNSEL LLC /NY/ 550.03%0.53%1.30%Q4 2020Q4 20215
Parkwood LLC 410.05%0.08%0.10%Q4 2013Q2 20165
Drexel Morgan & Co. 550.26%0.27%0.30%Q4 2013Q4 20145
NORTHWEST WEALTH MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2018Q1 20195
ABEILLE ASSET MANAGEMENT SA 550.04%0.23%0.50%Q4 2021Q4 20225
Wealth Alliance Advisory Group, LLC 550.10%0.11%0.12%Q4 2020Q4 20215
HENNESSY ADVISORS INC 550.02%0.10%0.16%Q4 2017Q4 20185
BLUEFIN CAPITAL MANAGEMENT, LLC 210.00%0.07%0.11%Q4 2020Q3 20235
Asset Allocation & Management Company, LLC 550.10%0.11%0.12%Q4 2021Q4 20225
Better Money Decisions, LLC 410.08%0.20%0.26%Q1 2021Q2 20225
Stokes Capital Advisors, LLC 550.95%1.09%1.44%Q1 2018Q1 20195
Accuvest Global Advisors 410.02%0.39%0.60%Q4 2018Q1 20215
HEARTLAND ADVISORS INC 550.09%0.11%0.12%Q3 2022Q3 20235
Capital Wealth Alliance, LLC 410.02%0.11%0.15%Q4 2019Q4 20215
Operose Advisors LLC 410.00%0.01%0.02%Q4 2021Q3 20235
JOYN Advisors, Inc. 410.00%0.02%0.05%Q1 2018Q3 20195
Financial Enhancement Group LLC 310.00%0.00%0.01%Q3 2020Q3 20225
Advisors Preferred, LLC 210.01%0.41%0.78%Q4 2015Q3 20195
Banyan Partners, LLC 550.46%0.80%0.94%Q3 2013Q3 20145
WHITE PINE CAPITAL LLC 320.08%0.08%0.10%Q2 2019Q3 20235
Sowa Financial Group, Inc. 550.04%0.05%0.05%Q4 2019Q4 20205
WealthSpring Partners, LLC 550.42%0.48%0.54%Q3 2022Q3 20235
Coatue Management 550.00%0.00%0.01%Q1 2018Q1 20195
Systematic Alpha Investments, LLC 320.01%0.01%0.01%Q3 2021Q3 20235
Parkside Investments, LLC 210.00%0.08%0.24%Q1 2018Q1 20225
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 550.11%0.12%0.12%Q4 2020Q4 20215
DRW Securities, LLC 210.01%0.03%0.12%Q4 2017Q2 20225
MERITAGE PORTFOLIO MANAGEMENT 310.01%0.13%0.60%Q3 2019Q2 20235
Argentus Capital Management, LLC 550.06%0.10%0.21%Q3 2015Q3 20165
Colonial Trust Co / SC 550.06%0.09%0.14%Q3 2022Q3 20235
Capitolis Advisors LLC 550.03%0.60%1.31%Q4 2020Q4 20215
ADVISOR PARTNERS II, LLC 550.22%0.32%0.38%Q3 2022Q3 20235
T. Rowe Price Investment Management, Inc. 550.03%0.19%0.41%Q3 2022Q3 20235
Railway Pension Investments Ltd 550.20%0.52%0.70%Q4 2018Q4 20195
DRIVE WEALTH MANAGEMENT, LLC 410.10%0.16%0.34%Q4 2021Q3 20235
Jackson Square Partners, LLC 550.70%1.13%1.39%Q2 2020Q2 20215
Dakota Community Bank & Trust NA 551.56%1.63%1.77%Q3 2022Q3 20235
RENAISSANCE GROUP LLC 550.03%0.72%1.26%Q1 2019Q1 20205
Luken Investment Analytics, LLC 410.08%0.10%0.13%Q4 2020Q3 20235
Fort Sheridan Advisors LLC 550.07%0.09%0.11%Q3 2022Q3 20235
Park Avenue Institutional Advisers LLC 550.44%0.47%0.50%Q2 2015Q2 20165
KWB Wealth 320.06%0.07%0.08%Q3 2021Q3 20235
BARRETT & COMPANY, INC. 550.04%0.04%0.05%Q3 2022Q3 20235
Freemont Management S.A. 411.08%1.77%2.26%Q4 2020Q1 20225
K2 PRINCIPAL FUND, L.P. 310.03%0.08%0.22%Q3 2017Q3 20185
IAG Wealth Partners, LLC 310.00%0.00%0.00%Q4 2019Q1 20235
55I, LLC 550.01%0.02%0.04%Q3 2021Q3 20225
Ameliora Wealth Management Ltd. 550.02%0.23%0.53%Q3 2022Q3 20235
Highmount Capital, LLC 550.10%0.10%0.11%Q3 2013Q3 20145
Gupta Wealth Management LLC 550.12%0.18%0.27%Q1 2015Q1 20165
SUFFOLK CAPITAL MANAGEMENT LLC 320.61%1.10%1.83%Q2 2013Q1 20175
GoalVest Advisory LLC 320.00%0.01%0.03%Q1 2022Q4 20235
DCM Advisors, LLC 550.10%0.74%1.17%Q4 2020Q4 20215
McNamara Financial Services, Inc. 552.27%2.88%3.39%Q4 2014Q4 20155
Tradewinds, LLC. 321.96%2.37%2.61%Q2 2022Q3 20235
STALEY CAPITAL ADVISERS INC 550.01%0.01%0.01%Q4 2020Q4 20215
WD RUTHERFORD LLC 550.02%0.03%0.06%Q1 2021Q1 20225
Robotti & Company 550.75%1.10%1.89%Q4 2017Q4 20185
Chanos & Co LP 554.13%4.65%5.44%Q2 2013Q2 20145
Presidio Capital Management, LLC 320.17%0.19%0.19%Q4 2021Q2 20235
TCG Advisory Services, LLC 320.05%0.07%0.10%Q1 2021Q3 20235
WOODSTOCK CORP 550.04%0.04%0.05%Q4 2020Q4 20215
Balboa Wealth Partners 550.08%0.11%0.15%Q3 2022Q3 20235
Range Financial Group LLC 550.16%0.42%0.54%Q3 2022Q3 20235
NATIONAL PENN INVESTORS TRUST CO /PA 550.05%0.06%0.07%Q1 2015Q1 20165
WILLNER & HELLER, LLC 550.44%0.51%0.56%Q4 2021Q4 20225
Redwood Financial Network Corp 410.21%0.25%0.30%Q1 2022Q3 20235
TKG Advisors, LLC 551.13%1.83%3.04%Q3 2022Q3 20235
Strategic Asset Management, LLC 550.10%0.11%0.13%Q3 2021Q3 20225
Capital Directions Investment Advisors, LLC 410.01%0.01%0.02%Q3 2021Q4 20225
Assured Investment Management LLC 210.00%0.05%0.17%Q1 2014Q1 20195
Thrax Management, LLC 220.01%1.11%2.07%Q4 2015Q4 20165
Bluesphere Advisors, LLC 551.83%2.05%2.39%Q4 2020Q4 20215
WILMINGTON TRUST CO 550.09%0.10%0.10%Q2 2013Q2 20145
SELDON CAPITAL LP 550.04%0.06%0.09%Q4 2021Q4 20225
Clarus Group, Inc. 550.34%0.42%0.49%Q4 2020Q4 20215
San Luis Wealth Advisors LLC 210.08%0.18%0.47%Q4 2020Q2 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.02%0.05%Q4 2016Q4 20175
ENZI WEALTH 550.16%0.20%0.23%Q3 2022Q3 20235
MD Financial Management Inc. 550.00%0.03%0.10%Q4 2020Q4 20215
Greystone Financial Group, LLC 551.97%2.10%2.31%Q4 2020Q4 20215
Crescent Capital Consulting, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
TCG Advisors, LP 550.00%0.37%0.82%Q4 2018Q4 20195
GUYASUTA INVESTMENT ADVISORS INC 210.02%0.03%0.06%Q3 2017Q2 20235
Jupiter Investment Management Ltd 410.01%0.14%0.49%Q2 2016Q1 20205
Thrive Capital Management, LLC 550.13%0.35%0.50%Q4 2020Q4 20215
Red Tortoise LLC 410.02%0.02%0.02%Q3 2021Q3 20235
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
KWMG, LLC 410.01%0.04%0.16%Q2 2015Q1 20195
SS&H Financial Advisors, Inc. 550.15%0.17%0.20%Q1 2022Q1 20235
Wilmington Funds Management Corp 550.12%0.13%0.18%Q2 2013Q2 20145
BAKER BOYER NATIONAL BANK 550.82%0.95%1.04%Q4 2015Q4 20165
Goodman Advisory Group, LLC 550.00%0.01%0.02%Q2 2022Q2 20235
EMC Capital Management 550.03%0.08%0.25%Q2 2022Q2 20235
Clarkston Capital Partners, LLC 550.00%0.01%0.01%Q1 2021Q1 20225
Newman Dignan & Sheerar, Inc. 550.05%0.10%0.13%Q1 2021Q1 20225
MJP ASSOCIATES INC /ADV 550.09%0.10%0.11%Q4 2020Q4 20215
Carnick & Kubik, LLC 550.46%0.87%1.03%Q1 2015Q1 20165
Arabesque Asset Management Ltd 210.07%0.39%1.01%Q2 2019Q4 20225
MPS Loria Financial Planners, LLC 410.04%0.07%0.10%Q2 2017Q1 20215
Gilman Hill Asset Management, LLC 550.11%0.16%0.22%Q2 2015Q2 20165
Colonial Trust Advisors 550.01%0.02%0.03%Q3 2022Q3 20235
JW Asset Management, LLC 550.20%3.06%8.99%Q1 2015Q1 20165
Wilmington Trust Investment Management, LLC 550.19%0.23%0.28%Q2 2013Q2 20145
Kalos Management, Inc. 210.10%0.26%0.43%Q4 2015Q1 20235
WealthStone, Inc. 410.00%0.12%0.18%Q2 2019Q1 20215
Solidarity Wealth, LLC 320.15%0.70%1.61%Q2 2022Q3 20235
China Universal Asset Management Co., Ltd. 550.00%0.11%0.27%Q3 2022Q3 20235
Apexium Financial, LP 550.03%0.03%0.03%Q3 2022Q3 20235
Florence Capital Advisors, LLC 551.25%2.56%4.62%Q4 2016Q4 20175
Enterprise Bank & Trust Co 320.10%0.11%0.12%Q2 2019Q3 20205
Ergoteles LLC 320.01%0.07%0.16%Q3 2021Q4 20225
Graham Capital Management, L.P. 310.06%0.22%0.49%Q1 2017Q3 20235
Addenda Capital Inc. 550.24%0.26%0.27%Q3 2022Q3 20235
BANKERS TRUST CO 310.13%0.14%0.16%Q2 2013Q2 20144
CHILTON INVESTMENT CO INC. 310.01%0.06%0.14%Q1 2022Q3 20234
MAGNOLIA CAPITAL MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.33%0.36%0.39%Q4 2019Q3 20204
B. Metzler seel. Sohn & Co. Holding AG 440.32%0.37%0.40%Q4 2020Q3 20214
Alliance Wealth Advisors, LLC /UT 440.18%0.23%0.28%Q4 2022Q3 20234
North Fourth Asset Management, LP 110.69%1.42%3.07%Q3 2018Q3 20234
Surevest, LLC 440.00%0.42%0.67%Q4 2021Q3 20224
Clear Harbor Asset Management, LLC 110.02%0.09%0.27%Q4 2019Q2 20224
Kepos Capital LP 310.31%0.38%0.45%Q4 2017Q1 20194
Quarry LP 440.00%0.01%0.01%Q4 2022Q3 20234
STF Management LP 440.78%0.93%1.09%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.05%0.06%0.07%Q4 2022Q3 20234
WATERSHED PRIVATE WEALTH LLC 440.20%0.25%0.30%Q4 2022Q3 20234
Gator Capital Management, LLC 440.55%0.67%0.90%Q4 2017Q3 20184
Ruedi Wealth Management, Inc. 440.00%0.01%0.02%Q4 2022Q3 20234
GenTrust, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Daniel Devine & Co 441.07%1.23%1.39%Q3 2017Q2 20184
Winton Capital Management Ltd 440.15%0.20%0.24%Q2 2013Q1 20144
STAR Financial Bank 440.88%0.94%0.98%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
GABLES CAPITAL MANAGEMENT INC. 310.00%0.04%0.14%Q1 2018Q3 20234
Junson Asset Management (Hong Kong) Ltd 441.03%1.11%1.22%Q4 2021Q3 20224
PFS INVESTMENTS INC. 440.01%0.01%0.03%Q3 2022Q2 20234
Five Oceans Asset Management LTD 210.67%1.88%2.51%Q3 2012Q2 20144
Black Swift Group, LLC 220.02%0.19%0.38%Q2 2020Q2 20214
Bleakley Financial Group, LLC 440.09%0.12%0.13%Q4 2022Q3 20234
Orbitronix, LP 440.25%0.46%0.63%Q3 2013Q2 20144
Alkeon Capital Management 440.82%1.10%1.59%Q4 2013Q3 20144
Parker Financial LLC 440.44%0.52%0.58%Q4 2022Q3 20234
Cornerstone Wealth Group, LLC 220.04%0.19%0.58%Q3 2021Q3 20234
Beverly Hills Private Wealth, LLC 440.82%0.98%1.13%Q4 2022Q3 20234
Pacific Sage Partners, LLC 440.86%0.97%1.06%Q4 2022Q3 20234
DUDLEY CAPITAL MANAGEMENT, LLC 440.81%0.86%0.92%Q4 2022Q3 20234
Meadow Creek Wealth Advisors LLC 440.41%0.46%0.51%Q4 2021Q3 20224
FUNDSMITH INVESTMENT SERVICES LTD. 443.26%3.55%3.79%Q2 2021Q1 20224
Park Place Capital Corp 440.19%0.20%0.21%Q4 2022Q3 20234
Braver Wealth Management, LLC 440.09%0.10%0.11%Q1 2016Q4 20164
GRIES FINANCIAL LLC 440.07%0.08%0.09%Q1 2021Q4 20214
Y.D. More Investments Ltd 440.07%0.12%0.17%Q4 2022Q3 20234
Personal Wealth Partners 310.03%0.04%0.04%Q2 2019Q2 20214
Archvest Wealth Advisors, Inc. 440.20%0.22%0.24%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.03%0.04%0.05%Q4 2022Q3 20234
INFRASTRUCTURE CAPITAL ADVISORS, LLC 310.02%0.08%0.14%Q2 2018Q3 20214
Morningstar Investment Management LLC 440.03%0.04%0.06%Q4 2022Q3 20234
GraniteShares Advisors LLC 440.28%0.29%0.31%Q3 2022Q2 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Opes Advisors Inc 210.15%0.17%0.18%Q1 2017Q4 20184
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
SAC Capital Advisors LP 440.09%0.21%0.38%Q2 2013Q1 20144
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 440.22%0.28%0.35%Q4 2022Q3 20234
CLEAR STREET LLC 220.41%0.41%0.41%Q2 2023Q3 20234
Wallace Advisory Group, LLC 440.28%0.31%0.32%Q4 2022Q3 20234
Secure Asset Management, LLC 220.07%0.09%0.11%Q4 2021Q3 20234
Alambic Investment Management, L.P. 440.11%0.23%0.37%Q1 2019Q4 20194
QUANTUM CAPITAL MANAGEMENT 310.03%0.04%0.04%Q2 2013Q2 20144
Pasadena Private Wealth, LLC 110.00%0.01%0.02%Q1 2021Q3 20214
Cinctive Capital Management LP 210.05%0.26%0.64%Q4 2019Q4 20214
Ferguson Shapiro LLC 440.84%1.17%1.63%Q2 2022Q1 20234
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.01%0.01%0.01%Q3 2022Q2 20234
New Capital Management LP 440.01%0.01%0.01%Q1 2019Q4 20194
Vivaldi Capital Management LP 310.04%0.06%0.07%Q3 2019Q4 20204
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 442.04%2.40%2.72%Q4 2022Q3 20234
LOCKERMAN FINANCIAL GROUP, INC. 440.56%0.63%0.67%Q4 2022Q3 20234
Alphadyne Asset Management LP 220.02%0.11%0.25%Q2 2023Q3 20234
Nalls Sherbakoff Group, LLC 310.02%0.03%0.04%Q4 2018Q3 20234
CSS LLC/IL 110.01%0.17%0.41%Q2 2019Q4 20204
TWIN FOCUS CAPITAL PARTNERS, LLC 220.04%0.05%0.06%Q4 2021Q1 20234
Geller Advisors LLC 220.04%0.07%0.09%Q2 2020Q3 20234
Cravens & Co Advisors, LLC 440.78%0.80%0.84%Q4 2022Q3 20234
Atlas Principals, LLC 210.71%1.27%1.72%Q1 2020Q4 20214
Legato Capital Management LLC 440.22%0.33%0.44%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.01%0.01%0.01%Q1 2010Q3 20234
Sound View Wealth Advisors Group, LLC 310.03%0.03%0.04%Q4 2021Q3 20234
BOSTON ADVISORS LLC 440.06%0.59%0.85%Q4 2018Q3 20194
UNITED BANK 440.03%0.03%0.03%Q1 2021Q4 20214
Strategic Capital Alternatives LLC 310.09%0.11%0.15%Q3 2014Q3 20154
Sabal Trust CO 440.04%1.37%2.28%Q3 2017Q2 20184
Phoenix Wealth Advisors 440.02%0.03%0.03%Q4 2020Q3 20214
Talbot Financial, LLC 441.34%1.47%1.62%Q4 2022Q3 20234
EMS Capital LP 312.42%3.91%5.14%Q3 2015Q4 20164
Sovarnum Capital L.P. 441.06%1.54%1.94%Q4 2020Q3 20214
LeJeune Puetz Investment Counsel LLC 210.04%0.05%0.10%Q4 2019Q1 20234
Axiom Investment Management LLC 310.06%0.24%0.53%Q4 2018Q3 20224
CATALYST FINANCIAL PARTNERS LLC 440.14%0.23%0.28%Q4 2022Q3 20234
Strait & Sound Wealth Management LLC 440.51%0.59%0.67%Q4 2022Q3 20234
OXFORD ASSET MANAGEMENT LLP 110.01%0.12%0.20%Q2 2017Q3 20194
GEORGE KAISER FAMILY FOUNDATION 440.37%0.45%0.58%Q3 2017Q2 20184
Brandywine Global Investment Management, LLC 440.05%0.09%0.17%Q1 2018Q4 20184
Crestline Management, LP 310.14%0.23%0.30%Q1 2018Q3 20224
Mach-1 Financial Group, LLC 210.08%0.33%1.00%Q2 2022Q3 20234
Sapphire Star Partners LP 440.20%0.39%0.57%Q4 2015Q3 20164
LBP AM SA 440.13%0.14%0.16%Q4 2022Q3 20234
Impax Asset Management LTD 440.41%0.51%0.60%Q3 2017Q2 20184
Resolute Advisors LLC 440.00%0.00%0.01%Q4 2020Q3 20214
PETRA FINANCIAL ADVISORS INC 440.28%0.32%0.38%Q4 2022Q3 20234
F&C Asset Management plc 440.17%0.17%0.18%Q2 2013Q1 20144
BRADY FAMILY WEALTH, LLC 441.81%1.96%2.07%Q4 2022Q3 20234
EMERSON INVESTMENT MANAGEMENT, LLC 440.04%0.05%0.05%Q2 2015Q1 20164
Aspen Wealth Strategies, LLC 440.37%0.41%0.44%Q4 2022Q3 20234
First Command Advisory Services, Inc. 210.00%0.00%0.01%Q3 2021Q3 20234
Foothills Asset Management, Ltd. 442.14%2.42%2.71%Q2 2015Q1 20164
Gibson Capital, LLC 440.06%0.06%0.07%Q4 2022Q3 20234
MERIDIAN INVESTMENT COUNSEL INC. 440.18%0.20%0.21%Q4 2022Q3 20234
Shone Asset Management LLC 440.23%0.25%0.28%Q1 2020Q4 20204
Knights of Columbus Asset Advisors LLC 440.05%0.18%0.26%Q4 2018Q3 20194
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
NCM Capital Management, LLC 310.14%0.17%0.24%Q4 2021Q2 20234
CORBETT ROAD CAPITAL MANAGEMENT, LLC 440.71%0.76%0.80%Q1 2021Q4 20214
Sterling Financial Planning, Inc. 440.04%0.04%0.05%Q4 2020Q3 20214
West Wealth Group, LLC 220.08%0.10%0.10%Q4 2021Q1 20234
Premia Global Advisors, LLC 310.02%0.24%0.40%Q4 2017Q1 20194
MARSHALL WACE ASIA Ltd 110.04%0.10%0.17%Q1 2017Q3 20204
Miura Global Management 441.91%2.19%2.46%Q4 2018Q3 20194
KLR INVESTMENT ADVISORS, LLC 440.37%0.40%0.42%Q4 2022Q3 20234
Legacy Trust 440.42%0.52%0.58%Q4 2022Q3 20234
Crow Point Partners, LLC 440.02%0.04%0.07%Q1 2017Q4 20174
Oxinas Partners Wealth Management LLC 440.12%0.17%0.21%Q4 2020Q3 20214
DECADE CAPITAL MANAGEMENT LLC 220.01%0.08%0.20%Q2 2013Q2 20144
CHANNEL WEALTH LLC 440.21%0.24%0.27%Q1 2023Q4 20234
GlobalBridge, Inc. 440.29%0.32%0.36%Q2 2013Q1 20144
CALDWELL SUTTER CAPITAL, INC. 440.42%0.56%0.70%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 311.63%1.85%2.14%Q2 2022Q3 20234
BCS Wealth Management 310.08%0.10%0.13%Q2 2021Q4 20224
Claraphi Advisory Network, LLC 440.04%0.20%0.30%Q2 2019Q1 20204
WCG Wealth Advisors LLC 210.02%0.05%0.11%Q2 2022Q3 20234
Moss Adams Wealth Advisors LLC 440.35%0.43%0.59%Q4 2022Q3 20234
Central Asset Investments & Management Holdings (HK) Ltd 210.26%1.03%1.93%Q1 2019Q1 20214
Shay Capital LLC 210.05%0.12%0.23%Q2 2021Q2 20224
Tenere Capital LLC 443.00%3.71%4.09%Q4 2022Q3 20234
WT Asset Management Ltd 440.76%2.13%3.58%Q4 2018Q3 20194
PayPay Securities Corp 440.23%0.59%1.49%Q4 2022Q3 20234
Olstein Capital Management, L.P. 440.18%0.52%0.73%Q3 2018Q2 20194
SageView Advisory Group, LLC 440.03%0.07%0.11%Q4 2022Q3 20234
Constitution Capital LLC 440.14%0.21%0.25%Q1 2021Q4 20214
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.22%0.26%0.28%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.04%0.05%0.07%Q4 2021Q3 20224
Acrospire Investment Management LLC 310.00%0.03%0.09%Q1 2016Q2 20174
HMS Capital Management, LLC 440.63%0.99%1.34%Q3 2016Q2 20174
Y-Intercept (Hong Kong) Ltd 210.03%0.09%0.12%Q3 2021Q2 20234
MAPLE SECURITIES USA INC 440.08%0.23%0.38%Q2 2013Q1 20144
Farther Finance Advisors, LLC 440.08%0.13%0.20%Q4 2022Q3 20234
Camarda Financial Advisors, LLC 210.01%0.04%0.13%Q2 2013Q2 20194
ADE, LLC 440.06%0.07%0.08%Q4 2020Q3 20214
PERRITT CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
Next Capital Management LLC 440.11%0.12%0.13%Q4 2018Q3 20194
AFS Financial Group, LLC 440.82%0.92%1.00%Q4 2022Q3 20234
Apex Capital Management 440.01%0.05%0.09%Q2 2015Q1 20164
CONSOLIDATED CAPITAL MANAGEMENT, LLC 310.17%0.45%0.74%Q4 2016Q1 20184
Salient Private Client, LLC 440.21%0.29%0.34%Q4 2017Q3 20184
STERNE AGEE GROUP, INC. 440.14%0.19%0.25%Q2 2014Q1 20154
Fifth Third Wealth Advisors LLC 440.19%0.34%0.73%Q1 2023Q4 20234
MorganRosel Wealth Management, LLC 440.47%0.50%0.53%Q3 2019Q2 20204
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.29%0.32%0.34%Q4 2022Q3 20234
SP Asset Management LLC 440.72%0.82%0.93%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.81%1.01%1.31%Q4 2022Q3 20234
Northern Financial Advisors Inc 440.54%0.60%0.70%Q4 2022Q3 20234
New Hampshire Trust 440.77%0.85%0.91%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.80%0.84%0.88%Q4 2022Q3 20234
Register Financial Advisors LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.08%0.11%0.14%Q4 2022Q3 20234
CONNABLE OFFICE INC 440.03%0.03%0.04%Q1 2021Q4 20214
FSA Wealth Management LLC 310.02%0.03%0.04%Q4 2019Q4 20204
Titus Wealth Management 210.13%0.16%0.19%Q1 2020Q4 20214
Palogic Value Management, L.P. 440.25%0.27%0.28%Q4 2022Q3 20234
Templeton & Phillips Capital Management, LLC 446.48%7.02%7.35%Q4 2022Q3 20234
NICOLA WEALTH MANAGEMENT LTD. 310.47%0.65%0.79%Q1 2018Q3 20204
Forza Wealth Management, LLC 440.22%0.27%0.35%Q4 2022Q3 20234
Empire Life Investments Inc. 440.20%0.23%0.26%Q1 2017Q4 20174
Camelot Portfolios, LLC 440.09%0.11%0.13%Q1 2019Q4 20194
Lee Capital Management LP 440.39%0.64%0.88%Q1 2017Q4 20174
CADIAN CAPITAL MANAGEMENT, LP 210.11%0.14%0.16%Q2 2013Q4 20154
AJO, LP 440.75%0.99%1.18%Q1 2019Q4 20194
MONTAGE INVESTMENTS, LLC 440.58%1.28%1.75%Q4 2015Q3 20164
JDM Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Wealthquest Corp 440.11%0.15%0.17%Q4 2018Q3 20194
Polianta Ltd 440.43%0.60%0.85%Q4 2018Q3 20194
DoubleLine ETF Adviser LP 440.86%0.90%0.95%Q4 2022Q3 20234
Taikang Asset Management (Hong Kong) Co Ltd 440.02%0.09%0.14%Q4 2017Q3 20184
Standard Investments LLC 310.06%0.13%0.18%Q3 2013Q1 20154
Life Planning Partners, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
TREMBLANT CAPITAL GROUP 220.02%0.32%0.67%Q2 2018Q2 20204
Kennon-Green & Company, LLC 442.57%2.61%2.68%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Left Brain Wealth Management, LLC 441.96%2.34%2.76%Q4 2022Q3 20234
Wakefield Asset Management LLLP 310.15%0.42%0.53%Q1 2019Q4 20224
Standard Family Office LLC 310.03%0.06%0.08%Q4 2020Q3 20224
Folger Hill Asset Management LP 310.83%1.04%1.31%Q4 2015Q2 20174
Creative Capital Management Investments LLC 440.04%0.05%0.06%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Truadvice, LLC 210.06%0.16%0.37%Q3 2020Q3 20234
FourThought Financial Partners, LLC 440.08%0.09%0.11%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Investure, LLC 441.30%1.70%2.13%Q1 2022Q4 20224
Alphinity Investment Management Pty Ltd 444.19%4.48%5.17%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Hochman Cole Investment Advisors, Inc. 440.08%0.09%0.10%Q4 2020Q3 20214
Ethos Financial Group, LLC 440.07%0.09%0.14%Q4 2022Q3 20234
Raleigh Capital Management Inc. 110.00%0.00%0.01%Q1 2022Q3 20234
Cerebellum GP, LLC 440.27%0.29%0.30%Q1 2019Q4 20194
FFT WEALTH MANAGEMENT LLC 310.03%0.05%0.10%Q1 2017Q1 20234
First Dallas Securities Inc. 310.21%0.31%0.34%Q2 2015Q1 20184
Meeder Advisory Services, Inc. 440.28%0.31%0.32%Q4 2022Q3 20234
Absoluto Partners Gestao de Recursos Ltda 440.05%0.54%1.39%Q4 2020Q3 20214
Goldstein Advisors, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
440 INVESTMENT GROUP, LLC 441.28%1.66%2.08%Q1 2017Q4 20174
Redwood Wealth Management Group, LLC 440.27%0.29%0.31%Q4 2022Q3 20234
Cornerstone Financial Partners, LLC 310.08%0.14%0.26%Q4 2015Q4 20164
Richard W. Paul & Associates, LLC 440.28%0.30%0.33%Q4 2022Q3 20234
Fermata Advisors, LLC 440.08%0.13%0.18%Q2 2021Q1 20224
Centurion Wealth Management LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Syntegra Private Wealth Group, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
CORA CAPITAL ADVISORS LLC 440.14%0.18%0.21%Q4 2022Q3 20234
Morton Brown Family Wealth, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
PETREDIS INVESTMENT ADVISORS LLC 440.24%0.28%0.32%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.35%0.53%0.71%Q4 2022Q3 20234
1 NORTH WEALTH SERVICES LLC 220.02%0.02%0.02%Q4 2018Q4 20194
OAK HILL WEALTH ADVISORS, LLC 440.54%0.61%0.67%Q4 2022Q3 20234
Minneapolis Portfolio Management Group, LLC 443.19%3.38%3.58%Q1 2020Q4 20204
CFO4Life Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Alpha Family Trust 440.46%0.52%0.60%Q4 2022Q3 20234
Index Fund Advisors, Inc. 440.04%0.06%0.09%Q4 2021Q3 20224
Corient Private Wealth LLC 440.49%0.54%0.59%Q4 2022Q3 20234
River Street Advisors LLC 441.05%1.18%1.30%Q4 2022Q3 20234
CLARK FINANCIAL SERVICES GROUP INC /BD 220.18%0.24%0.33%Q3 2021Q1 20234
Colony Family Offices, LLC 440.26%0.29%0.31%Q2 2022Q1 20234
HIGH POINTE CAPITAL MANAGEMENT LLC 440.85%1.14%1.76%Q2 2017Q1 20184
H. L. Ormond & Company, LLC 441.16%1.39%1.60%Q4 2021Q3 20224
B. Riley Financial, Inc. 440.08%0.10%0.11%Q3 2017Q2 20184
INSIGNEO ADVISORY SERVICES, LLC 440.11%0.17%0.24%Q4 2022Q3 20234
BEL AIR INVESTMENT ADVISORS LLC 220.03%0.15%0.34%Q2 2013Q2 20214
Invictus RG 310.03%0.81%2.86%Q4 2015Q4 20204
Mill Creek Capital Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
DG CAPITAL MANAGEMENT INC 440.86%1.91%2.78%Q2 2015Q1 20164
Syntal Capital Partners, LLC 210.23%0.77%1.23%Q4 2016Q4 20224
Optiver Holding B.V. 210.00%0.01%0.02%Q2 2021Q2 20234
TOTAL INVESTMENT MANAGEMENT INC 440.05%0.09%0.12%Q4 2021Q3 20224
CEDAR CAPITAL, LLC 440.09%0.10%0.11%Q1 2019Q4 20194
Live Oak Investment Partners 440.80%0.85%0.89%Q4 2022Q3 20234
Grandview Asset Management LLC 210.07%0.11%0.14%Q1 2021Q1 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.01%Q2 2020Q2 20214
Atom Investors LP 210.10%0.30%0.66%Q1 2020Q1 20234
HOLLAND CAPITAL MANAGEMENT LLC 441.59%1.63%1.67%Q3 2016Q2 20174
HABERER REGISTERED INVESTMENT ADVISOR INC 440.00%0.01%0.02%Q2 2014Q1 20154
Cypress Point Wealth Management, LLC 440.02%0.33%1.22%Q4 2020Q3 20214
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Brightworth 330.09%0.09%0.10%Q3 2017Q1 20183
KCS Wealth Advisory 110.04%0.13%0.23%Q4 2017Q1 20213
CARBONADO CAPITAL 216.99%9.12%11.20%Q4 2015Q2 20173
Donald L. Hagan, LLC 210.04%0.30%0.80%Q3 2015Q2 20163
Vestpro Financial Partners, Inc. dba CPF Texas 330.25%0.27%0.31%Q1 2018Q3 20183
Genesis Wealth Advisors, LLC 330.01%0.01%0.02%Q4 2014Q2 20153
Ninepoint Partners LP 210.12%0.13%0.14%Q4 2019Q3 20213
Seven Bridges Advisors LLC 330.24%0.28%0.32%Q2 2017Q4 20173
CenterStar Fund, LLC 110.00%0.04%0.07%Q4 2016Q4 20163
Belvedere Trading LLC 110.00%0.00%0.01%Q4 2014Q4 20223
Spectrum Asset Management, Inc. (NB/CA) 330.85%0.86%0.87%Q4 2016Q2 20173
Newfound Research LLC 330.09%0.12%0.14%Q3 2021Q1 20223
Ballew Advisors, Inc 330.03%0.03%0.03%Q1 2018Q3 20183
FolioMetrix LLC 330.07%0.14%0.22%Q4 2014Q2 20153
Buckley Wealth Management, LLC 330.17%0.24%0.28%Q4 2017Q2 20183
Hitchwood Capital Management LP 211.13%1.56%2.38%Q1 2016Q4 20193
Whetstone Capital Advisors, LLC 330.10%0.11%0.12%Q3 2017Q1 20183
Midwest Professional Planners, LTD. 330.01%0.02%0.02%Q4 2017Q2 20183
Acorn Wealth Advisors, LLC 330.05%0.06%0.07%Q4 2017Q2 20183
Anfield Capital Management, LLC 110.06%0.09%0.11%Q4 2019Q3 20233
Signator Financial Services, Inc. 333.82%3.99%4.16%Q1 2013Q3 20133
Ford Financial Group, LLC 110.02%0.03%0.04%Q4 2017Q4 20213
HC Financial Advisors, Inc. 210.31%0.69%1.38%Q4 2017Q3 20183
Waterloo Capital, L.P. 210.06%0.25%0.61%Q1 2020Q2 20233
DIAMANT ASSET MANAGEMENT, INC. 330.16%0.71%1.08%Q4 2017Q2 20183
MANA Advisors LLC 110.10%1.09%2.14%Q4 2017Q3 20193
Divergent Wealth Advisors 330.02%0.02%0.02%Q1 2018Q3 20183
Altman Advisors, Inc. 211.42%1.50%1.65%Q4 2017Q4 20193
CG Asset Management LLC 330.11%0.17%0.23%Q1 2016Q3 20163
EFG Asset Management (Americas) Corp. 210.07%0.48%1.16%Q1 2016Q2 20183
GM Advisory Group, LLC 210.02%0.02%0.02%Q2 2021Q3 20233
Three Peaks Capital Management, LLC 330.08%0.08%0.09%Q3 2020Q1 20213
GAM SYSTEMATIC LLP 330.06%0.10%0.16%Q3 2015Q1 20163
Thor Advisors, LLC 110.34%0.71%1.05%Q1 2019Q1 20203
Peachtree Investment Partners, LLC 330.17%0.41%0.65%Q2 2019Q4 20193
Three Corner Global Investors LP 331.62%1.74%1.80%Q4 2016Q2 20173
OPTIMAS CAPITAL Ltd 331.77%4.70%10.37%Q3 2022Q1 20233
Strategic Global Advisors, LLC 330.59%0.63%0.69%Q1 2022Q3 20223
Oak Thistle LLC 330.21%0.36%0.53%Q1 2023Q3 20233
Independent Family Office, LLC 210.12%0.14%0.17%Q2 2020Q1 20213
Delta Investment Management, LLC 331.08%1.49%2.06%Q1 2019Q3 20193
NKCFO LLC 330.17%0.20%0.22%Q1 2019Q3 20193
Crumly & Associates Inc. 330.10%0.11%0.12%Q1 2021Q3 20213
PRW Wealth Management LLC 210.01%0.10%0.25%Q4 2018Q2 20213
BTG Pactual Asset Management S.A. DTVM 332.92%5.55%8.96%Q2 2015Q4 20153
SUVRETTA CAPITAL MANAGEMENT, LLC 211.02%1.31%1.87%Q1 2020Q1 20233
Advisory Resource Group 330.21%0.23%0.25%Q1 2021Q3 20213
IFS Advisors, LLC 330.01%0.02%0.03%Q2 2023Q4 20233
Salomon & Ludwin, LLC 210.00%0.01%0.02%Q1 2019Q3 20233
Spark Investment Management LLC 330.54%0.77%1.06%Q2 2019Q4 20193
Litman Gregory Wealth Management LLC 210.00%0.00%0.00%Q4 2018Q1 20213
ERTS Wealth Advisors, LLC 210.01%0.03%0.06%Q4 2018Q4 20223
New World Advisors LLC 210.01%0.09%0.16%Q1 2019Q4 20213
Palmer Knight Co 332.64%2.74%2.84%Q1 2023Q3 20233
ALETHEA CAPITAL MANAGEMENT, LLC 110.34%0.54%0.86%Q3 2018Q2 20203
VICUS CAPITAL 210.02%0.05%0.06%Q4 2015Q3 20233
Windsor Capital Management, LLC 210.01%0.03%0.05%Q3 2013Q3 20153
Baader Bank Aktiengesellschaft 110.02%0.04%0.04%Q4 2021Q4 20213
Madden Advisory Services, Inc. 210.04%0.04%0.05%Q2 2015Q1 20173
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 210.20%0.54%0.78%Q2 2018Q1 20233
Caerus Global Investors LLC 333.88%4.23%4.88%Q1 2014Q3 20143
Kehrs Ridge Capital,LLC 212.35%3.76%4.66%Q3 2020Q3 20213
Commonwealth Financial Services, LLC 210.00%0.03%0.09%Q4 2016Q3 20233
COLTON GROOME FINANCIAL ADVISORS, LLC 330.18%0.18%0.19%Q2 2021Q4 20213
PEOPLES BANK /OH 210.12%0.13%0.13%Q4 2015Q2 20173
PETERSON WEALTH MANAGEMENT 330.25%0.26%0.27%Q2 2021Q4 20213
Redhawk Wealth Advisors, Inc. 210.01%0.05%0.07%Q2 2019Q3 20233
Nokota Management, LP 330.15%0.29%0.49%Q3 2016Q1 20173
SIX COLUMNS CAPITAL, LP 221.22%1.27%1.36%Q4 2019Q1 20203
FOSTER DYKEMA CABOT & CO INC/MA 330.01%0.01%0.01%Q1 2023Q3 20233
Avalon Trust Co 330.03%0.03%0.03%Q1 2023Q3 20233
Financial Advantage, Inc. 330.00%0.00%0.00%Q2 2013Q4 20133
Beacon Financial Advisory LLC 210.17%0.33%0.42%Q4 2019Q4 20203
LMR Master Fund Ltd 330.38%0.60%0.84%Q2 2013Q4 20133
11 Capital Partners LP 333.29%3.79%4.24%Q4 2020Q2 20213
AXS Investments LLC 330.01%0.01%0.02%Q4 2022Q2 20233
SeaTown Holdings Pte. Ltd. 110.14%1.11%2.28%Q4 2019Q1 20233
Ulysses Management LLC 330.06%0.07%0.08%Q3 2020Q1 20213
iAB Financial Bank 330.14%0.35%0.53%Q4 2016Q2 20173
Verde Capital Management 330.22%0.27%0.32%Q4 2019Q2 20203
1776 Wealth LLC 330.05%0.05%0.06%Q4 2019Q2 20203
Lesa Sroufe & Co 210.21%0.24%0.27%Q4 2021Q1 20233
Danda Trouve Investment Management, Inc. 110.00%0.02%0.04%Q2 2020Q2 20213
Engrave Wealth Partners LLC 330.03%0.03%0.03%Q4 2019Q2 20203
AlphaOne Investment Services, LLC 330.02%0.04%0.06%Q3 2017Q1 20183
Souders Financial Advisors 330.05%0.08%0.14%Q4 2022Q2 20233
NEXPOINT ASSET MANAGEMENT, L.P. 210.11%0.29%0.46%Q4 2019Q4 20203
OCCUDO QUANTITATIVE STRATEGIES LP 210.14%0.22%0.26%Q3 2021Q3 20233
Advisor Resource Council 110.04%0.05%0.06%Q2 2021Q2 20223
Cornerstone Planning Group LLC 210.02%0.03%0.03%Q4 2022Q3 20233
Cordant, Inc. 110.00%0.01%0.01%Q4 2019Q1 20223
Tabor Asset Management, LP 210.72%2.01%3.76%Q2 2022Q1 20233
Wealth Advisory Solutions, LLC 330.06%0.07%0.08%Q2 2022Q4 20223
ENGINE NO. 1 LLC 330.12%0.16%0.20%Q2 2021Q4 20213
Golden Green, Inc. 330.33%0.39%0.43%Q1 2021Q3 20213
GTS SECURITIES LLC 110.01%0.03%0.04%Q3 2023Q3 20233
DRIEHAUS CAPITAL MANAGEMENT LLC 330.18%0.35%0.47%Q2 2013Q4 20133
Indices-Pac Research Corp. 210.17%0.33%0.43%Q2 2013Q1 20143
Octavia Wealth Advisors, LLC 210.04%0.05%0.06%Q3 2021Q3 20233
Allegiant Private Advisors, LLC 330.07%0.09%0.10%Q4 2020Q2 20213
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
Grand Central Investment Group 330.18%0.19%0.20%Q4 2020Q2 20213
Humankind Investments LLC 330.09%0.10%0.10%Q3 2022Q1 20233
GLG INC. 330.39%0.49%0.61%Q2 2013Q4 20133
SMITH HAYES Advisers, Inc 210.04%0.12%0.17%Q2 2015Q1 20163
RWQ Financial Management Services, Inc. 210.13%0.21%0.32%Q4 2020Q4 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Geier Asset Management, Inc. 330.61%0.65%0.68%Q4 2020Q2 20213
Credo Capital Management, LLC 330.03%0.05%0.07%Q2 2013Q4 20133
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 210.05%0.05%0.06%Q4 2020Q1 20233
Willis Johnson & Associates, Inc. 210.02%0.03%0.04%Q4 2020Q1 20233
Koss-Olinger Consulting, LLC 330.04%0.05%0.05%Q1 2021Q3 20213
Clarity Financial LLC 330.09%0.40%0.60%Q2 2021Q4 20213
Cutter & CO Brokerage, Inc. 330.09%0.11%0.14%Q4 2015Q2 20163
First Trust Bank, Ltd. 336.46%7.29%8.42%Q1 2022Q3 20223
J Arnold Wealth Management Co 330.21%0.28%0.36%Q2 2020Q4 20203
Householder Group Estate & Retirement Specialist, LLC 110.05%0.08%0.12%Q3 2022Q3 20233
Financial Council Asset Management Inc 330.50%0.54%0.59%Q1 2023Q3 20233
TradeLink Global Equity LLC 210.00%0.10%0.21%Q2 2013Q4 20143
Tanager Wealth Management LLP 210.06%0.06%0.07%Q4 2022Q3 20233
Carmel Capital Partners, LLC 330.01%0.01%0.03%Q1 2023Q3 20233
Capricorn Fund Managers Ltd 330.21%0.29%0.40%Q4 2021Q2 20223
Varenne Capital Partners 215.98%45.91%68.23%Q2 2022Q2 20233
INTEGRAL INVESTMENT ADVISORS, INC. 210.15%0.17%0.19%Q4 2021Q3 20223
EUDAIMONIA ADVISORS LLC 210.14%0.21%0.28%Q4 2021Q1 20233
Pinnacle Private Wealth, LLC 330.13%0.19%0.23%Q4 2021Q2 20223
NTB Financial Corp 331.95%2.20%2.59%Q4 2021Q2 20223
Trail Ridge Investment Advisors, LLC 330.20%0.24%0.30%Q4 2021Q2 20223
BIVIN & ASSOCIATES, INC. 330.08%0.08%0.10%Q4 2021Q2 20223
LGT Fund Management Co Ltd. 330.08%0.16%0.21%Q4 2021Q2 20223
OAK HARBOR WEALTH PARTNERS, LLC 210.09%0.09%0.10%Q4 2021Q2 20233
Rainsberger Wealth Advisors, Inc. 330.82%0.88%0.93%Q4 2021Q2 20223
Brown Shipley& Co Ltd 330.17%0.23%0.29%Q1 2023Q3 20233
Nilsine Partners, LLC 330.19%0.20%0.21%Q1 2023Q3 20233
FirstPurpose Wealth LLC 210.12%0.16%0.24%Q4 2021Q1 20233
SIENA CAPITAL LLC 330.64%0.70%0.80%Q1 2022Q3 20223
Cape Investment Advisory, Inc. 330.11%0.11%0.12%Q1 2023Q3 20233
MEITAV INVESTMENT HOUSE LTD 210.00%0.01%0.02%Q4 2019Q2 20233
RFP Financial Group LLC 210.05%0.05%0.05%Q4 2022Q3 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.02%0.03%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.22%0.24%0.28%Q1 2023Q3 20233
CPA Asset Management LLC 330.14%0.15%0.16%Q4 2022Q2 20233
Glass Jacobson Investment Advisors llc 210.05%0.06%0.07%Q4 2022Q3 20233
Core Wealth Partners LLC 330.32%0.35%0.40%Q1 2023Q3 20233
TFB Advisors LLC 330.13%0.17%0.19%Q4 2022Q2 20233
Garden State Investment Advisory Services LLC 330.08%0.11%0.15%Q4 2022Q2 20233
Delta Financial Group, Inc. 210.22%0.28%0.33%Q4 2022Q3 20233
INNOVIS ASSET MANAGEMENT LLC 331.57%1.77%1.97%Q4 2022Q2 20233
LaSalle St. Investment Advisors, LLC 330.16%0.16%0.16%Q1 2023Q3 20233
Grey Street Capital, LLC 330.16%0.18%0.19%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.15%0.19%0.26%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.24%0.24%0.26%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.06%0.07%0.08%Q1 2023Q3 20233
PFG Investments, LLC 330.27%0.32%0.37%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.04%0.05%0.06%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 330.20%0.22%0.24%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.12%0.14%0.16%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 330.59%0.62%0.67%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.28%0.51%0.65%Q1 2023Q3 20233
OFI INVEST ASSET MANAGEMENT 330.23%0.30%0.38%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.18%0.22%0.30%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
3Chopt Investment Partners, LLC 330.20%0.22%0.25%Q4 2022Q2 20233
Empower Advisory Group, LLC 330.40%0.43%0.46%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.37%0.38%0.40%Q1 2023Q3 20233
RAM Investment Partners, LLC 210.08%0.11%0.15%Q4 2022Q4 20233
Slocum, Gordon & Co LLP 210.01%0.01%0.01%Q4 2022Q3 20233
Manifold Partners, LLC 330.36%0.46%0.67%Q3 2015Q1 20163
DOW CHEMICAL CO /DE/ 330.23%0.31%0.37%Q4 2014Q2 20153
Paragon Capital Management LLC 210.01%0.01%0.01%Q1 2019Q1 20203
Chinook Capital Management 332.56%2.78%2.93%Q2 2013Q4 20133
Visium Asset Management, LP 210.01%0.01%0.02%Q4 2013Q4 20143
Financial Gravity Companies, Inc. 210.00%0.02%0.06%Q4 2017Q4 20183
FIRST CITIZENS BANCORPORATION INC 330.90%0.97%1.05%Q2 2013Q4 20133
SEARLE & CO. 330.02%0.02%0.02%Q4 2014Q2 20153
PLANNING ALTERNATIVES LTD /ADV 330.04%0.04%0.04%Q2 2019Q4 20193
SANDLER CAPITAL MANAGEMENT 210.36%0.55%0.71%Q2 2013Q1 20153
Dunvegan Associates, Inc. 330.03%0.03%0.03%Q2 2015Q4 20153
INSIGHT 2811, INC. 210.12%0.14%0.15%Q4 2021Q1 20233
Jane Street Holding, LLC 330.02%0.03%0.04%Q2 2013Q4 20133
TSP Capital Management Group, LLC 330.12%0.13%0.13%Q2 2013Q4 20133
Legg Mason Asset Management (Japan) Co., Ltd. 330.47%0.60%0.80%Q3 2019Q1 20203
America First Investment Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
OVERSEA-CHINESE BANKING Corp Ltd 210.01%0.03%0.05%Q4 2022Q3 20233
Pine River Capital Management L.P. 330.06%0.09%0.12%Q4 2015Q2 20163
PACIFIC FINANCIAL GROUP INC 110.00%0.02%0.04%Q4 2014Q3 20203
WALL STREET ASSOCIATES 330.07%0.07%0.08%Q2 2013Q4 20133
THOMASPARTNERS, INC. 330.83%0.86%0.90%Q3 2017Q1 20183
RESOURCE CONSULTING GROUP INC 330.12%0.14%0.16%Q4 2021Q2 20223
Zions Trust, National Association 330.02%0.04%0.08%Q2 2014Q4 20143
STEADFAST CAPITAL MANAGEMENT LP 210.07%0.10%0.13%Q4 2019Q3 20203
HIGHLAND CAPITAL MANAGEMENT LP 210.02%0.20%0.37%Q4 2016Q1 20193
HIGHLINE CAPITAL MANAGEMENT, L.P. 334.89%5.36%5.95%Q2 2013Q4 20133
RBF Capital, LLC 210.06%0.08%0.11%Q3 2016Q3 20223
SPERO-SMITH INVESTMENT ADVISERS INC /OH 330.26%0.27%0.28%Q4 2015Q2 20163
UBS OCONNOR LLC 210.02%0.08%0.14%Q4 2015Q3 20173
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 330.58%0.61%0.67%Q4 2017Q2 20183
ENDEX CAPITAL MANAGEMENT LLC 330.36%0.38%0.41%Q2 2013Q4 20133
Grisanti Capital Management LLC 331.71%2.13%2.42%Q1 2017Q3 20173
SENTINEL ASSET MANAGEMENT, INC. 330.03%0.04%0.05%Q2 2013Q4 20133
WESTON CAPITAL MANAGEMENT INC 330.27%0.30%0.31%Q2 2013Q4 20133
SILVER OAK SECURITIES, INCORPORATED 330.04%0.05%0.05%Q4 2022Q2 20233
LANDAAS & CO /WI /ADV 210.02%0.02%0.02%Q3 2017Q2 20183
AR ASSET MANAGEMENT INC 330.06%0.07%0.07%Q4 2020Q2 20213
CASCADE INVESTMENT GROUP, INC. 330.20%0.20%0.21%Q1 2023Q3 20233
FCM INVESTMENTS/TX 330.02%0.03%0.03%Q4 2015Q2 20163
KOCH INDUSTRIES INC 210.05%0.13%0.23%Q1 2017Q1 20183
VALLEY WEALTH MANAGERS, INC. 330.00%0.00%0.00%Q2 2022Q4 20223
Capital One Investing, Inc. 330.09%0.09%0.10%Q1 2019Q3 20193
Bellwether Investment Group, LLC 210.01%0.04%0.07%Q2 2016Q1 20173
PATTON FUND MANAGEMENT, INC. 330.06%0.63%0.96%Q4 2022Q2 20233
RGT Wealth Advisors, LLC 110.03%0.07%0.12%Q1 2018Q4 20213
Threshold Group LLC 210.60%0.64%0.68%Q2 2016Q3 20173
AustralianSuper Pty Ltd 330.01%0.02%0.03%Q1 2023Q3 20233
VAUGHAN & Co SECURITIES, INC. 220.00%0.00%0.01%Q4 2019Q1 20202
Golden State Equity Partners 220.10%0.11%0.12%Q2 2023Q3 20232
MQS Management LLC 220.28%0.37%0.46%Q1 2023Q2 20232
Fortis Group Advisors, LLC 110.01%0.01%0.02%Q3 2020Q3 20232
AJ Advisors, LLC 220.15%0.16%0.18%Q4 2022Q1 20232
COMGEST GLOBAL INVESTORS S.A.S. 220.08%0.08%0.08%Q3 2017Q4 20172
Black Diamond Financial, LLC 110.17%0.17%0.18%Q4 2018Q3 20192
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2015Q2 20222
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.32%0.79%1.27%Q4 2019Q2 20202
KELLEHER FINANCIAL ADVISORS 110.12%0.12%0.12%Q3 2021Q2 20222
Virginia National Bank 220.35%0.39%0.43%Q1 2022Q2 20222
Sanford Advisory Services, LLC 110.04%0.06%0.07%Q4 2020Q4 20212
Reitz Capital Advisors LLC 110.00%0.06%0.12%Q2 2020Q1 20222
Fundsmith Long/Short Master Fund 224.45%4.53%4.61%Q4 2020Q1 20212
Peoples Bank/KS 220.54%0.54%0.55%Q3 2023Q4 20232
DOVER ADVISORS, LLC 220.18%0.19%0.20%Q1 2023Q2 20232
Randolph Co Inc 220.13%0.14%0.15%Q1 2015Q2 20152
Andesa Financial Management Inc. 110.06%0.09%0.12%Q1 2019Q2 20212
Stonebridge Financial Planning Group, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
DCF Advisers, LLC 110.13%0.21%0.30%Q2 2022Q1 20232
Lloyd Advisory Services, LLC. 110.00%0.12%0.24%Q4 2019Q3 20232
Stevard, LLC 220.16%0.17%0.17%Q2 2020Q3 20202
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 220.02%0.03%0.04%Q2 2023Q3 20232
BEDDOW CAPITAL MANAGEMENT INC 220.88%1.07%1.27%Q3 2018Q4 20182
Vise Technologies, Inc. 220.06%0.06%0.06%Q4 2022Q1 20232
PARTNERS CAPITAL INVESTMENT GROUP, LLP 220.00%0.00%0.01%Q2 2023Q3 20232
Davis Capital Management 220.30%0.59%0.87%Q1 2020Q2 20202
West Coast Asset Management 220.05%0.06%0.06%Q2 2014Q3 20142
Aurora Private Wealth, Inc. 220.07%0.08%0.08%Q4 2019Q1 20202
Sanibel Captiva Investment Advisers, Inc. 220.19%0.20%0.21%Q3 2013Q4 20132
TOBIAS FINANCIAL ADVISORS, INC. 110.02%1.01%2.00%Q4 2019Q4 20212
Spartan Planning & Wealth Management 220.06%0.06%0.07%Q3 2022Q4 20222
Lion Street Advisors, LLC 110.08%0.10%0.13%Q1 2020Q2 20232
Future Financial Wealth Managment LLC 220.03%0.03%0.04%Q4 2021Q1 20222
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q4 20222
Global Endowment Management, LP 110.47%0.54%0.61%Q1 2017Q1 20182
D1 Capital Partners L.P. 220.23%0.28%0.34%Q1 2020Q2 20202
Kathmere Capital Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Woodson Capital Management, LP 221.42%2.56%3.71%Q2 2017Q3 20172
Red Granite Advisors LLC 222.58%2.66%2.72%Q2 2013Q3 20132
WBI INVESTMENTS, LLC 110.24%0.25%0.25%Q4 2015Q3 20212
BIP Wealth, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
Emerald Acquisition Ltd. 220.24%0.25%0.26%Q2 2016Q3 20162
Grey Fox Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SHERBROOKE PARK ADVISERS LLC 220.13%0.24%0.34%Q2 2023Q3 20232
Stonehage Fleming (UK) Ltd 220.16%0.18%0.19%Q3 2015Q4 20152
Applied Capital LLC/FL 220.58%0.59%0.59%Q4 2022Q1 20232
R&F Capital Advisors LP 220.49%0.64%0.78%Q4 2016Q1 20172
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2018Q4 20182
VIAWEALTH, LLC 220.51%0.55%0.59%Q4 2022Q1 20232
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.68%0.88%1.08%Q3 2015Q1 20182
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2017Q3 20222
PECONIC PARTNERS LLC 110.48%1.33%2.19%Q3 2013Q1 20152
BBVA USA 220.44%0.45%0.45%Q2 2021Q3 20212
Fiduciary Alliance LLC 110.02%0.02%0.02%Q4 2022Q2 20232
St. Louis Trust Co 220.08%0.08%0.08%Q4 2017Q1 20182
Grant Street Asset Management, Inc. 220.01%0.02%0.02%Q4 2020Q1 20212
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 220.02%0.02%0.03%Q3 2016Q4 20162
Integrity Financial Corp /WA 110.16%0.20%0.24%Q4 2021Q1 20232
NFC Investments, LLC 220.07%0.07%0.07%Q1 2021Q2 20212
Perella Weinberg Partners Capital Management LP 110.14%0.31%0.47%Q2 2013Q2 20182
Olympiad Research LP 220.07%0.07%0.08%Q4 2021Q1 20222
Advance Capital Management, Inc. 110.03%0.03%0.04%Q1 2022Q1 20232
Paragon Wealth Strategies, LLC 220.06%0.06%0.06%Q3 2023Q4 20232
JUPITER ASSET MANAGEMENT LTD 110.00%0.17%0.34%Q4 2020Q3 20212
Ullmann Wealth Partners Group, LLC 220.04%0.04%0.05%Q1 2023Q2 20232
Franklin Street Capital Partners, LLC 110.55%0.62%0.70%Q3 2020Q1 20212
Single Point Partners, LLC 220.05%0.06%0.06%Q4 2022Q1 20232
Woodline Partners LP 110.18%0.19%0.20%Q1 2023Q3 20232
First Pacific Financial 220.02%0.02%0.02%Q2 2023Q3 20232
KFG WEALTH MANAGEMENT, LLC 220.15%0.16%0.16%Q2 2023Q3 20232
Pathway Financial Advisors LLC 220.00%0.00%0.00%Q1 2018Q2 20182
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
SAROFIM FAYEZ 110.00%0.00%0.00%Q4 2012Q3 20132
MARVIN & PALMER ASSOCIATES INC 221.03%1.05%1.08%Q3 2013Q4 20132
Hall Kathryn A. 220.07%0.08%0.10%Q4 2014Q1 20152
LWM Advisory Services, LLC 110.15%0.21%0.28%Q4 2021Q3 20232
Ignis Investment Services Ltd 110.95%1.01%1.07%Q4 2013Q2 20142
ISLAY CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Elkhorn Investments, LLC 220.86%0.87%0.89%Q1 2017Q2 20172
Wealthgate Family Office, LLC 220.48%0.50%0.51%Q4 2020Q1 20212
Curated Wealth Partners LLC 220.06%0.07%0.07%Q4 2021Q1 20222
Voleon Capital Management LP 111.22%1.22%1.23%Q2 2019Q4 20192
Fortis Capital Advisors, LLC 220.12%0.14%0.15%Q4 2022Q1 20232
Scotia Institutional Investments US, LP 220.10%0.17%0.24%Q2 2013Q3 20132
FOSTER & MOTLEY INC 110.02%0.02%0.02%Q2 2021Q4 20212
Investmark Advisory Group LLC 220.15%0.15%0.16%Q4 2022Q1 20232
Crabel Capital Management, LLC 220.16%0.24%0.33%Q3 2019Q4 20192
JGP Global Gestao de Recursos Ltda. 220.03%0.09%0.15%Q3 2016Q4 20162
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.07%0.07%0.08%Q2 2022Q3 20222
E Fund Management (Hong Kong) Co., Ltd. 220.34%0.42%0.51%Q4 2020Q1 20212
Jabre Capital Partners S.A. 220.22%0.28%0.35%Q1 2014Q2 20142
WADDELL & ASSOCIATES, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
MONOGRAPH WEALTH ADVISORS, LLC 110.07%0.12%0.18%Q4 2022Q3 20232
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.02%0.02%Q4 2014Q4 20212
Tyvor Capital LLC 111.06%2.02%2.99%Q4 2015Q2 20182
Pacific Grove Capital LP 220.44%0.78%1.12%Q2 2018Q3 20182
Chiron Investment Management, LLC 110.36%1.42%2.48%Q4 2019Q1 20232
CHAPIN DAVIS, INC. 220.13%0.23%0.32%Q4 2022Q1 20232
TLWM 220.27%0.28%0.30%Q4 2017Q1 20182
CEDAR HILL ASSOCIATES, LLC 220.05%0.07%0.09%Q3 2018Q4 20182
Western Asset Management Company, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Wunderlich Capital Managemnt 220.96%0.96%0.96%Q3 2021Q4 20212
ALPINE ASSOCIATES MANAGEMENT INC. 220.18%0.20%0.22%Q2 2017Q3 20172
Plancorp, LLC 220.01%0.02%0.02%Q3 2021Q4 20212
GRASSI INVESTMENT MANAGEMENT LLC 220.14%0.15%0.16%Q4 2013Q1 20142
BRANDYWINE MANAGERS, LLC 227.05%7.45%7.85%Q1 2023Q2 20232
Milestone Investment Advisors LLC 110.01%0.01%0.02%Q1 2023Q3 20232
SWS Partners 220.02%0.02%0.02%Q4 2017Q1 20182
McAlister, Sweet & Associates, Inc. 110.28%1.19%2.11%Q4 2021Q2 20232
SCOUT CAPITAL MANAGEMENT LLC 221.41%2.62%3.84%Q2 2013Q3 20132
Peninsula Wealth, LLC 220.10%0.10%0.11%Q3 2019Q4 20192
Sterneck Capital Management, LLC 110.00%0.38%0.77%Q1 2018Q1 20182
First Capital Advisors Group, LLC. 110.00%0.01%0.02%Q1 2018Q2 20232
Coastal Bridge Advisors, LLC 110.05%0.06%0.07%Q2 2017Q4 20212
BlueCrest Capital Management LLP 110.03%0.10%0.17%Q4 2013Q2 20142
SCP Investment, LP 224.83%6.72%8.60%Q1 2018Q2 20182
ELM ADVISORS, LLC 110.01%0.02%0.02%Q3 2018Q4 20202
PRESILIUM PRIVATE WEALTH, LLC 220.11%0.11%0.12%Q4 2022Q1 20232
SkyOak Wealth, LLC 220.16%0.18%0.21%Q4 2019Q1 20202
Congress Park Capital LLC 110.14%0.19%0.24%Q4 2017Q2 20232
25 LLC 220.02%0.03%0.03%Q1 2023Q2 20232
Malaga Cove Capital, LLC 110.02%0.08%0.14%Q3 2017Q3 20232
iA Global Asset Management Inc. 220.39%0.42%0.46%Q2 2023Q3 20232
Grace Capital 220.06%0.13%0.21%Q3 2020Q4 20202
Triumph Capital Management 220.22%0.23%0.24%Q1 2022Q2 20222
Westover Capital Advisors, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Fund Evaluation Group, LLC 220.15%0.17%0.18%Q2 2018Q3 20182
PROFFITT & GOODSON INC 220.00%0.00%0.00%Q2 2020Q3 20202
Planned Solutions, Inc. 220.12%0.12%0.12%Q3 2020Q4 20202
Smith & Howard Wealth Management, LLC 220.06%0.07%0.08%Q3 2013Q4 20132
Dragon Financial & Investment Group, LLC 220.19%0.20%0.20%Q4 2017Q1 20182
Foster Victor Wealth Advisors, LLC 220.03%0.03%0.03%Q4 2022Q1 20232
Darsana Capital Partners LP 111.34%2.02%2.69%Q4 2016Q4 20162
Trek Financial, LLC 110.03%0.04%0.06%Q4 2020Q4 20222
STANCORP INVESTMENT ADVISERS INC 220.03%0.04%0.04%Q4 2014Q1 20152
BLS GLOBAL EQUITIES LLC 115.05%6.26%7.48%Q4 2015Q4 20162
Baltimore-Washington Financial Advisors Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
CHARTWELL INVESTMENT PARTNERS, LLC 220.06%0.07%0.07%Q3 2020Q4 20202
KENSICO CAPITAL MANAGEMENT CORP 221.15%1.23%1.30%Q2 2013Q3 20132
Graticule Asia Macro Advisors LLC 110.34%0.90%1.46%Q4 2018Q3 20192
Meridian Wealth Advisors, LLC 110.05%0.05%0.05%Q4 2018Q1 20222
RiverGlades Family Offices LLC 220.21%0.27%0.33%Q4 2017Q1 20182
Birch Capital Management, LLC 110.00%0.00%0.00%Q1 2020Q3 20202
Blackstone Inc. 220.14%0.15%0.16%Q3 2015Q4 20152
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 220.09%0.12%0.16%Q2 2018Q3 20182
Oak Point Wealth Management 220.01%0.17%0.34%Q4 2017Q1 20182
North Forty Management, LLC 110.08%0.09%0.10%Q4 2015Q4 20162
Ironwood Wealth Management, LLC. 110.01%0.01%0.01%Q3 2017Q2 20182
Holistic Financial Partners 220.06%0.06%0.07%Q4 2017Q1 20182
J.P. Turner & Co Capital Mnagement, LLC 220.30%0.37%0.45%Q2 2015Q3 20152
BBR PARTNERS, LLC 220.49%0.52%0.55%Q4 2018Q1 20192
Stormborn Capital Management, LLC 113.63%8.23%12.83%Q4 2019Q4 20202
Pegasus Asset Management, Inc. 221.35%1.38%1.40%Q4 2017Q1 20182
Syverson Strege & Co 220.00%0.00%0.00%Q4 2022Q1 20232
ARDSLEY ADVISORY PARTNERS LP 110.13%0.18%0.22%Q1 2014Q2 20192
Old West Investment Management, LLC 229.72%10.81%11.90%Q3 2020Q4 20202
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.06%0.26%0.46%Q1 2023Q3 20232
Sendero Wealth Management, LLC 220.17%0.18%0.19%Q2 2023Q3 20232
MARINER INVESTMENT GROUP LLC 220.11%0.12%0.14%Q2 2013Q3 20132
Gilbert & Cook, Inc. 220.04%0.06%0.07%Q1 2023Q2 20232
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 110.14%0.14%0.14%Q2 2022Q2 20222
INTREPID CAPITAL MANAGEMENT INC 220.02%0.03%0.03%Q2 2023Q3 20232
PCJ Investment Counsel Ltd. 220.43%0.49%0.55%Q1 2021Q2 20212
Lyons Wealth Management, LLC. 220.38%0.94%1.51%Q4 2017Q1 20182
Value Star Asset Management (Hong Kong) Ltd 220.61%0.89%1.16%Q4 2022Q1 20232
GRACE & WHITE INC /NY 220.06%0.07%0.07%Q2 2023Q3 20232
HORIZON KINETICS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q2 2019Q4 20192
Johnson Financial Group, LLC 110.17%0.54%0.92%Q4 2016Q4 20172
ABANCO INVESTORS LTD., LLC 2211.02%11.24%11.47%Q3 2022Q4 20222
Legacy Capital Group California, Inc. 220.09%0.10%0.10%Q2 2023Q3 20232
Lester Murray Antman dba SimplyRich 220.34%0.34%0.34%Q4 2017Q1 20182
Pinpoint Asset Management Ltd 110.20%1.06%1.91%Q1 2020Q1 20212
Garda Capital Partners LP 220.02%0.03%0.04%Q2 2023Q3 20232
Legacy Wealth Partners, Inc. 220.48%0.53%0.58%Q3 2020Q4 20202
True Capital Management 220.23%0.24%0.25%Q4 2022Q1 20232
WIM Asset Management (HK) Ltd 220.83%0.93%1.03%Q4 2017Q1 20182
NORTHERN TRUST CO OF CONNECTICUT 220.45%0.49%0.53%Q2 2013Q3 20132
Aris Wealth Services, Inc. 220.27%0.28%0.30%Q3 2013Q4 20132
American Beacon Advisors, Inc. 221.21%1.23%1.24%Q1 2017Q2 20172
BrandyTrust Global Partners, LP 2211.02%11.25%11.47%Q3 2022Q4 20222
Bollard Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Northern Right Capital Management, L.P. 223.74%3.76%3.78%Q2 2020Q3 20202
Prostatis Group LLC 110.06%0.16%0.26%Q3 2020Q2 20232
PENSECO FINANCIAL SERVICES CORP 220.39%0.41%0.43%Q2 2013Q3 20132
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 220.01%0.02%0.03%Q1 2021Q2 20212
TriOaks Capital Management L.P. 110.77%0.83%0.90%Q2 2013Q2 20142
V-Square Quantitative Management LLC 220.01%0.04%0.08%Q2 2023Q3 20232
Islet Management, LP 220.61%0.64%0.67%Q4 2019Q1 20202
KADENSA CAPITAL Ltd 110.67%4.17%7.66%Q2 2018Q1 20232
Lomas Capital Management, LLC 221.28%1.52%1.76%Q4 2016Q1 20172
GQ Asset Management, LLC 220.24%0.34%0.44%Q2 2019Q3 20192
AMS Capital Ltda 221.04%1.99%2.94%Q2 2020Q3 20202
PERISCOPE CAPITAL INC. 110.01%0.03%0.06%Q1 2022Q3 20232
Act Two Investors LLC 221.82%1.94%2.06%Q1 2022Q2 20222
Hugh Johnson Advisors LLC 220.07%0.08%0.08%Q1 2019Q2 20192
Apertura Capital, LLC 221.14%1.65%2.16%Q4 2015Q1 20162
All-Stars Investment Ltd 224.14%5.91%7.67%Q2 2018Q3 20182
HighVista Strategies LLC 221.58%1.76%1.95%Q2 2013Q3 20132
Price Capital Management, Inc. 110.78%0.89%1.00%Q1 2015Q3 20152
Partner Investment Management, L.P. 111.83%1.90%1.98%Q2 2014Q1 20172
AIRE ADVISORS, LLC 220.09%0.11%0.12%Q4 2021Q1 20222
Phraction Management LLC 220.37%0.41%0.44%Q1 2022Q2 20222
Sandy Cove Advisors, LLC 220.06%0.07%0.08%Q4 2021Q1 20222
FNY Partners Fund LP 220.00%0.00%0.00%Q1 2017Q2 20172
BCR Wealth Strategies, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Emerson Wealth, LLC 220.21%0.22%0.23%Q4 2018Q1 20192
TCWP LLC 220.03%0.05%0.07%Q4 2021Q1 20222
PIPER SANDLER & CO. 220.04%0.41%0.78%Q3 2014Q4 20142
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.22%0.45%0.68%Q1 2017Q3 20182
DC Investments Management, LLC 220.12%0.17%0.21%Q4 2017Q1 20182
Scissortail Wealth Management, LLC 110.08%0.08%0.08%Q4 2021Q2 20222
Gouws Capital LLC 221.52%1.61%1.70%Q4 2021Q1 20222
BRC Investment Management LLC 220.44%0.44%0.44%Q2 2013Q3 20132
CATAPULT CAPITAL MANAGEMENT LLC 220.01%0.25%0.48%Q2 2013Q3 20132
Dixon Hughes Goodman Wealth Advisors LLC 220.05%0.06%0.07%Q4 2021Q1 20222
Key Client Fiduciary Advisors, LLC 220.18%0.21%0.25%Q4 2021Q1 20222
Legacy CG, LLC 110.09%0.96%1.84%Q4 2021Q2 20222
Arthur Zaske & Associates, LLC 220.49%0.66%0.84%Q3 2016Q4 20162
Stegent Equity Advisors, Inc. 220.34%0.41%0.48%Q4 2021Q1 20222
Lloyd Park, LLC 221.61%1.63%1.66%Q1 2022Q2 20222
BEACH INVESTMENT COUNSEL INC/PA 220.04%0.05%0.05%Q1 2013Q2 20132
Portside Wealth Group, LLC 220.23%0.24%0.24%Q2 2023Q3 20232
Atomi Financial Group, Inc. 220.09%0.09%0.10%Q2 2023Q3 20232
Hudson Canyon Capital Management 221.23%1.24%1.25%Q2 2023Q3 20232
Svenska Handelsbanken AB (publ) 222.82%3.25%3.67%Q2 2016Q3 20162
COBIZ WEALTH, LLC 110.00%0.47%0.93%Q2 2013Q2 20192
Legacy Capital Wealth Partners, LLC 110.07%0.07%0.07%Q1 2023Q3 20232
Qsemble Capital Management, LP 220.18%0.58%0.98%Q2 2023Q3 20232
ORG Partners LLC 220.03%0.03%0.04%Q2 2023Q3 20232
PFM Health Sciences, LP 111.60%1.77%1.94%Q2 2014Q1 20172
NORTHSTAR WEALTH PARTNERS LLC 220.29%0.29%0.30%Q1 2017Q2 20172
Nemes Rush Group LLC 220.37%0.38%0.39%Q2 2023Q3 20232
MONECO Advisors, LLC 110.06%0.07%0.08%Q3 2021Q1 20232
Oasis Management Co Ltd. 110.00%1.80%3.60%Q3 2017Q1 20202
Guild Investment Management, Inc. 220.52%3.23%5.95%Q3 2013Q4 20132
Reynolds Investment Management, Inc. 220.24%0.24%0.25%Q1 2022Q2 20222
Impact Partnership Wealth, LLC 220.03%0.04%0.06%Q2 2023Q3 20232
US Asset Management LLC 110.03%0.04%0.04%Q3 2021Q1 20222
COOK WEALTH MANAGEMENT GROUP LLC 220.16%0.17%0.19%Q1 2023Q2 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.10%0.10%0.10%Q2 2023Q3 20232
Ulrich Consultants & Investment Group, LLC 220.47%0.49%0.52%Q1 2023Q2 20232
INCEPTIONR LLC 220.16%0.23%0.30%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.08%0.08%0.08%Q2 2013Q3 20132
Corton Capital Inc. 110.24%0.43%0.62%Q4 2021Q3 20232
CTC Capital Management, LLC 110.24%0.55%0.86%Q1 2022Q3 20222
LAZARI CAPITAL MANAGEMENT, INC. 220.87%0.89%0.90%Q2 2023Q3 20232
Accurate Wealth Management, LLC 220.05%0.07%0.08%Q4 2022Q1 20232
Twelve Points Wealth Management LLC 110.14%0.30%0.47%Q4 2021Q4 20222
Jolley Asset Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Zebra Capital Management LLC 220.66%0.69%0.72%Q3 2018Q4 20182
FRONTIER INVESTMENT MGMT CO 110.01%0.02%0.02%Q4 2019Q2 20202
Cleary Gull Holdings Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
KINGSWOOD WEALTH ADVISORS, LLC 220.09%0.19%0.29%Q2 2023Q3 20232
Westwood Wealth Management 220.14%1.04%1.94%Q4 2021Q1 20222
PRIO WEALTH LIMITED PARTNERSHIP 110.01%0.01%0.01%Q1 2018Q4 20212
CR Intrinsic Investors, LLC 110.10%0.41%0.72%Q2 2013Q1 20142
BRYN MAWR CAPITAL MANAGEMENT INC 220.10%0.18%0.26%Q4 2013Q1 20142
Longitude (Cayman) Ltd. 220.26%0.34%0.42%Q4 2020Q1 20212
Icon Wealth Advisors, LLC 220.63%0.68%0.72%Q3 2022Q4 20222
UniSuper Management Pty Ltd 220.34%0.35%0.36%Q2 2023Q3 20232
Paragon Private Wealth Management, LLC 220.78%0.91%1.04%Q4 2021Q1 20222
MANE GLOBAL CAPITAL MANAGEMENT LP 112.34%2.63%2.92%Q1 2023Q3 20232
South Shore Capital Advisors 220.36%0.55%0.75%Q4 2020Q1 20212
PFW Advisors LLC 220.72%0.72%0.73%Q2 2023Q3 20232
INVESCO, LLC 220.23%0.24%0.25%Q2 2023Q3 20232
James J. Burns & Company, LLC 220.05%0.05%0.06%Q1 2023Q2 20232
AMERICAN ASSET MANAGEMENT INC. 110.01%0.05%0.08%Q3 2014Q3 20152
Prosperity Wealth Management, Inc. 220.13%0.20%0.26%Q2 2023Q3 20232
CARILLON TOWER ADVISERS, INC. 220.07%0.07%0.07%Q3 2019Q4 20192
LOEB PARTNERS CORP 220.30%0.37%0.44%Q3 2013Q4 20132
IronBridge Private Wealth, LLC 222.69%2.73%2.78%Q4 2020Q1 20212
BERKSHIRE ASSET MANAGEMENT LLC/PA 220.01%0.01%0.01%Q3 2021Q4 20212
O'ROURKE & COMPANY, Inc 220.16%0.18%0.20%Q4 2021Q1 20222
Manatuck Hill Partners, LLC 110.43%1.81%3.20%Q3 2013Q3 20232
Dechtman Wealth Management, LLC 220.12%0.12%0.13%Q2 2023Q3 20232
CGC Financial Services, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
EAGLE ASSET MANAGEMENT INC 220.01%0.01%0.01%Q3 2019Q4 20192
Jessup Wealth Management, Inc 220.54%0.60%0.65%Q4 2022Q1 20232
Kowal Investment Group, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Artha Asset Management LLC 222.96%4.75%6.54%Q1 2022Q2 20222
Trellus Management Company, LLC 110.32%0.42%0.52%Q1 2014Q3 20172
GREEN HOLDINGS LTD 111.45%2.02%2.60%Q2 2013Q4 20132
Alpha Paradigm Partners, LLC 110.01%0.17%0.34%Q3 2021Q1 20222
CTC LLC 220.02%0.02%0.03%Q2 2013Q3 20132
Alpha Quant Advisors, LLC 221.08%1.14%1.20%Q4 2018Q1 20192
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.01%0.01%Q3 2018Q2 20232
CGN Advisors LLC 220.08%0.09%0.10%Q4 2020Q1 20212
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
ANGLEPOINT ASSET MANAGEMENT, LTD. 220.86%1.16%1.45%Q3 2020Q4 20202
Costello Asset Management, INC 220.01%0.01%0.01%Q2 2023Q3 20232
LEUTHOLD GROUP, LLC 110.51%0.51%0.51%Q3 2019Q3 20191
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 110.26%0.26%0.26%Q4 2020Q4 20201
KARSCH CAPITAL MANAGEMENT LP 112.48%2.48%2.48%Q2 2013Q2 20131
20/20 Capital Management, Inc. 110.05%0.05%0.05%Q2 2021Q2 20211
TRADITION CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q1 2019Q1 20191
Swift Run Capital 110.40%0.40%0.40%Q4 2020Q4 20201
ASCEND CAPITAL, LLC 110.14%0.14%0.14%Q4 2016Q4 20161
SOCIETE GENERALE 110.05%0.05%0.05%Q2 2016Q2 20161
CrestPoint Capital Management, LLC 110.11%0.11%0.11%Q1 2017Q1 20171
RBO & CO LLC 110.10%0.10%0.10%Q4 2016Q4 20161
Trust Investment Advisors 110.24%0.24%0.24%Q3 2022Q3 20221
LEO BROKERAGE, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Campbell Wealth Management 110.02%0.02%0.02%Q2 2020Q2 20201
Rheos Capital Works Inc. 111.19%1.19%1.19%Q4 2022Q4 20221
Biltmore Wealth Management, LLC 110.08%0.08%0.08%Q3 2021Q3 20211
Q3 Asset Management 110.84%0.84%0.84%Q2 2023Q2 20231
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.02%0.02%0.02%Q4 2013Q4 20131
CastleArk Alternatives, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Julex Capital Management, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
CASTLEROCK ASSET MANAGEMENT INC 115.10%5.10%5.10%Q3 2014Q3 20141
SOUTH GEORGIA CAPITAL, LLC 110.03%0.03%0.03%Q4 2013Q4 20131
AURORA FINANCIAL ADVISORS, LLC 110.90%0.90%0.90%Q4 2017Q4 20171
Lighthouse Investment Partners, LLC 110.28%0.28%0.28%Q1 2023Q1 20231
ARMISTICE CAPITAL, LLC 110.48%0.48%0.48%Q2 2021Q2 20211
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
MORGAN JESS S & CO INC 112.56%2.56%2.56%Q4 2019Q4 20191
Ariose Capital Management Ltd 112.24%2.24%2.24%Q1 2020Q1 20201
CHARTIST INC /CA/ 110.14%0.14%0.14%Q4 2015Q4 20151
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Vista Private Wealth Partners. LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Sensato Investors LLC 110.09%0.09%0.09%Q1 2018Q1 20181
PAYDEN & RYGEL INVESTMENT GROUP 110.86%0.86%0.86%Q3 2023Q3 20231
Requisite Capital Management, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Probabilities Fund Management, LLC 110.36%0.36%0.36%Q4 2018Q4 20181
CHARLES STEWART MOTT FOUNDATION 110.40%0.40%0.40%Q3 2015Q3 20151
Raveneur Investment Group LP 115.74%5.74%5.74%Q3 2015Q3 20151
FIRST NEW YORK SECURITIES LLC /NY 110.48%0.48%0.48%Q3 2014Q3 20141
Hyperion Asset Management Ltd 113.48%3.48%3.48%Q4 2017Q4 20171
Compass Ion Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
VIRGINIA RETIREMENT SYSTEM 110.62%0.62%0.62%Q1 2016Q1 20161
Huber Financial Advisors, LLC 110.24%0.24%0.24%Q4 2017Q4 20171
Lighthouse Financial Advisors, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Cooperatieve Rabobank U.A. 110.66%0.66%0.66%Q2 2013Q2 20131
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
WHV Investments, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Biltmore Capital Advisors LLC 110.12%0.12%0.12%Q1 2019Q1 20191
WJ Interests, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
BOURGEON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
UNIVERSITY OF NOTRE DAME DU LAC 113.44%3.44%3.44%Q4 2020Q4 20201
HELIOS CAPITAL MANAGEMENT PTE. LTD 111.96%1.96%1.96%Q4 2021Q4 20211
Francis Financial, Inc. 110.15%0.15%0.15%Q1 2023Q1 20231
Credit Capital Investments LLC 110.67%0.67%0.67%Q2 2023Q2 20231
FIRST NATIONAL BANK SIOUX FALLS 110.22%0.22%0.22%Q4 2021Q4 20211
ICM ASSET MANAGEMENT INC/WA 110.33%0.33%0.33%Q2 2015Q2 20151
Affiance Financial, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Beirne Wealth Consulting Services, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Eukles Asset Management 110.08%0.08%0.08%Q2 2021Q2 20211
Selway Asset Management 110.01%0.01%0.01%Q3 2022Q3 20221
Shilanski & Associates, Inc. 110.10%0.10%0.10%Q3 2022Q3 20221
DARRELL & KING LLC 110.04%0.04%0.04%Q2 2019Q2 20191
Centenus Global Management, LP 110.84%0.84%0.84%Q4 2019Q4 20191
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q1 2017Q1 20171
HOLT-SMITH ADVISORS INC 111.24%1.24%1.24%Q2 2013Q2 20131
HUTCHINSON CAPITAL MANAGEMENT/CA 110.04%0.04%0.04%Q4 2021Q4 20211
Truvvo Partners LLC 110.30%0.30%0.30%Q1 2016Q1 20161
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Parplus Partners 110.08%0.08%0.08%Q4 2019Q4 20191
Silver Oak Advisory Group, Inc. 110.13%0.13%0.13%Q4 2021Q4 20211
RESOLUTE FINANCIAL, LLC 110.17%0.17%0.17%Q4 2021Q4 20211
Widmann Financial Services, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Consilium Wealth Advisory, LLC 110.39%0.39%0.39%Q4 2021Q4 20211
Manhattan West Asset Management, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
AVAII WEALTH MANAGEMENT, LLC 110.24%0.24%0.24%Q1 2023Q1 20231
Harrison & Co Wealth Management, LLC 110.63%0.63%0.63%Q4 2022Q4 20221
Insight Inv LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Masso Torrence Wealth Management Inc. 110.52%0.52%0.52%Q4 2021Q4 20211
MWA Asset Management 110.56%0.56%0.56%Q3 2023Q3 20231
Delphia (USA) Inc. 110.71%0.71%0.71%Q4 2021Q4 20211
Nauset Wealth Management. LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Amplius Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
DENVER WEALTH MANAGEMENT, INC. 110.52%0.52%0.52%Q4 2021Q4 20211
Charles Carroll Financial Partners, LLC 110.48%0.48%0.48%Q4 2021Q4 20211
WIN ADVISORS, INC 110.01%0.01%0.01%Q2 2022Q2 20221
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Smith Group Asset Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
AlphaStar Capital Management, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Bromfield Sneider Wealth Advisors 110.03%0.03%0.03%Q1 2022Q1 20221
McElhenny Sheffield Capital Management, LLC 113.68%3.68%3.68%Q4 2022Q4 20221
Riverwater Partners LLC 110.44%0.44%0.44%Q4 2021Q4 20211
683 Capital Management, LLC 110.77%0.77%0.77%Q1 2020Q1 20201
Next Level Private LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Delos Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Nine27 Capital Management, LP 1115.15%15.15%15.15%Q3 2023Q3 20231
G2 CAPITAL MANAGEMENT, LLC / OH 110.11%0.11%0.11%Q4 2021Q4 20211
Epic Trust Investment Advisors, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
Boulder Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Caerus Investment Advisors, LLC 110.35%0.35%0.35%Q3 2022Q3 20221
Parametric Risk Advisors LLC 110.01%0.01%0.01%Q1 2016Q1 20161
XTX MARKETS LLC 111.21%1.21%1.21%Q1 2020Q1 20201
5th Street Advisors, LLC 110.15%0.15%0.15%Q2 2023Q2 20231
BOULDER HILL CAPITAL MANAGEMENT LP 111.31%1.31%1.31%Q3 2023Q3 20231
James Reed Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Guardian Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Lebenthal Wealth Advisors, LLC 110.67%0.67%0.67%Q2 2016Q2 20161
Merlin Capital, Inc 110.56%0.56%0.56%Q4 2021Q4 20211
Kula Investments, LLC 110.46%0.46%0.46%Q1 2023Q1 20231
Pinnacle Holdings, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Concentric Capital Strategies, LP 110.13%0.13%0.13%Q4 2022Q4 20221
EFG Asset Management (North America) Corp. 110.23%0.23%0.23%Q4 2021Q4 20211
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DEFINED WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.04%0.04%0.04%Q4 2021Q4 20211
3D/L Capital Management, LLC 111.32%1.32%1.32%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
3G Capital Partners 110.77%0.77%0.77%Q2 2018Q2 20181
SBK Financial, Inc. 110.14%0.14%0.14%Q4 2021Q4 20211
Diversified Portfolios, Inc. 110.14%0.14%0.14%Q4 2014Q4 20141
Palumbo Wealth Management LLC 110.11%0.11%0.11%Q3 2023Q3 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Mystic Asset Management, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
WOODWARD DIVERSIFIED CAPITAL, LLC 110.13%0.13%0.13%Q2 2021Q2 20211
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Oxler Private Wealth LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Lebenthal Global Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Blue Sky Asset Management, LLC 110.10%0.10%0.10%Q2 2017Q2 20171
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Vienna Asset Management LLC 110.33%0.33%0.33%Q4 2021Q4 20211
Silver Bridge Capital Management LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Crestone Asset Management LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Urban Wealth Management, LLC 110.38%0.38%0.38%Q4 2020Q4 20201
Schonfeld Group Holdings LLC 110.42%0.42%0.42%Q1 2014Q1 20141
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.28%0.28%0.28%Q3 2023Q3 20231
Cassia Capital Partners, LLC 111.34%1.34%1.34%Q3 2021Q3 20211
iSAM Funds (UK) Ltd 110.32%0.32%0.32%Q3 2023Q3 20231
US GLOBAL INVESTORS FUNDS 110.32%0.32%0.32%Q4 2013Q4 20131
DHJJ Financial Advisors, Ltd. 110.05%0.05%0.05%Q3 2023Q3 20231
Safeguard Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Irish Life Investment Managers Ltd. 110.26%0.26%0.26%Q2 2013Q2 20131
Greenhouse Wealth Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Veritas Investment Partners (UK) Ltd. 110.01%0.01%0.01%Q3 2021Q3 20211
JONES ROAD CAPITAL MANAGEMENT, L.P. 112.53%2.53%2.53%Q4 2021Q4 20211
Heron Bay Capital Management 110.46%0.46%0.46%Q2 2022Q2 20221
B, B, H, & B INC. 110.03%0.03%0.03%Q4 2020Q4 20201
Kaizen Financial Strategies 110.69%0.69%0.69%Q1 2021Q1 20211
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q2 2022Q2 20221
RUSHMORE INVESTMENT ADVISORS, INC. 111.00%1.00%1.00%Q2 2013Q2 20131
Apollo Management Holdings, L.P. 110.11%0.11%0.11%Q1 2022Q1 20221
SPRING CREEK CAPITAL LLC 110.14%0.14%0.14%Q2 2018Q2 20181
Navigation Wealth Management, Inc. 110.03%0.03%0.03%Q3 2021Q3 20211
XY Capital Ltd 110.24%0.24%0.24%Q1 2023Q1 20231
Centaur Capital 112.26%2.26%2.26%Q3 2018Q3 20181
Private Harbour Investment Management & Counsel, LLC 110.89%0.89%0.89%Q1 2018Q1 20181
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q4 2017Q4 20171
Callan Family Office, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
MTM Investment Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
FREEDOM WEALTH ALLIANCE, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
ASB Consultores, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
CATALYST PRIVATE WEALTH, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Kingstown Capital 115.05%5.05%5.05%Q1 2020Q1 20201
FIRST NIAGARA BANK 110.08%0.08%0.08%Q2 2013Q2 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.08%0.08%0.08%Q3 2022Q3 20221
Bull Oak Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Strata Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Amalgamated Financial Corp. 110.22%0.22%0.22%Q1 2022Q1 20221
Kinloch Capital, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 110.07%0.07%0.07%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Masterton Capital Management, LP 114.04%4.04%4.04%Q2 2021Q2 20211
Permian Investment Partners, LP 110.42%0.42%0.42%Q3 2023Q3 20231
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Inspire Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
FinTrust Investment Advisory Services, LLC 110.25%0.25%0.25%Q1 2018Q1 20181
RAIFF PARTNERS INC 114.00%4.00%4.00%Q1 2015Q1 20151
Paul John Balson 110.05%0.05%0.05%Q4 2020Q4 20201
RIA Advisory Group LLC 110.10%0.10%0.10%Q2 2023Q2 20231
CORRADO ADVISORS, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
KNIGHT CAPITAL GROUP LLC 110.07%0.07%0.07%Q2 2013Q2 20131
TIGER MANAGEMENT L.L.C. 110.10%0.10%0.10%Q2 2018Q2 20181
State of New Jersey Common Pension Fund A 110.17%0.17%0.17%Q1 2014Q1 20141
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Align Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Aquatic Capital Management LLC 110.97%0.97%0.97%Q3 2023Q3 20231
TB Alternative Assets Ltd. 110.19%0.19%0.19%Q4 2019Q4 20191
Daiwa Capital Markets America Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
HERON FINANCIAL GROUP, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
MADDEN SECURITIES Corp 110.02%0.02%0.02%Q4 2022Q4 20221
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Private Wealth Strategies, L.L.C. 110.03%0.03%0.03%Q3 2021Q3 20211
Phillips Wealth Planners LLC 110.31%0.31%0.31%Q2 2023Q2 20231
Mizuho Markets Cayman LP 110.04%0.04%0.04%Q3 2020Q3 20201
Opera Trading Capital 110.02%0.02%0.02%Q4 2018Q4 20181
Schear Investment Advisers, LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Riverview Capital Advisers, LLC 112.55%2.55%2.55%Q4 2021Q4 20211
American Family Insurance Mutual Holding Co 110.02%0.02%0.02%Q4 2019Q4 20191
Ocean Endowment Partners, LLC 110.70%0.70%0.70%Q4 2019Q4 20191
Orinda Asset Management LLC 110.16%0.16%0.16%Q2 2015Q2 20151
Pinnacle Advisory Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Soros Fund Management 110.01%0.01%0.01%Q1 2016Q1 20161
Rip Road Capital Partners LP 111.99%1.99%1.99%Q2 2022Q2 20221
Seed Wealth Management, Inc. 110.23%0.23%0.23%Q1 2023Q1 20231
Houlihan Financial Resource Group, Ltd. 110.02%0.02%0.02%Q3 2020Q3 20201
Decatur Capital Management, Inc. 112.57%2.57%2.57%Q2 2013Q2 20131
ALLSTATE INVESTMENT MANAGEMENT CO 110.14%0.14%0.14%Q4 2022Q4 20221
Summit Wealth Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Farmer Steven Patrick 110.88%0.88%0.88%Q2 2022Q2 20221
PointState Capital LP 110.04%0.04%0.04%Q2 2016Q2 20161
Samjo Capital LLC 111.28%1.28%1.28%Q3 2023Q3 20231
AVALON CAPITAL MANAGEMENT 110.72%0.72%0.72%Q2 2017Q2 20171
Silversage Advisors 110.21%0.21%0.21%Q2 2020Q2 20201
Crescent Grove Advisors, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
Prossimo Advisors, LLC 110.52%0.52%0.52%Q2 2023Q2 20231
Moran Wealth Management, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Beacon Bridge Wealth Partners, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Amiya Capital LLP 117.16%7.16%7.16%Q2 2014Q2 20141
New Vernon Capital Holdings II LLC 110.16%0.16%0.16%Q3 2020Q3 20201
RE Dickinson Investment Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
LPWM LLC 110.12%0.12%0.12%Q2 2021Q2 20211
West Tower Group, LLC 110.08%0.08%0.08%Q2 2023Q2 20231
Cruiser Capital Advisors, LLC 110.14%0.14%0.14%Q3 2018Q3 20181
Seamans Capital Management, LLC 112.03%2.03%2.03%Q4 2013Q4 20131
Cascadia Advisory Services, LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TRB Advisors LP 110.33%0.33%0.33%Q1 2019Q1 20191
Bornite Capital Management LP 113.53%3.53%3.53%Q1 2023Q1 20231
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Cardinal Capital Management, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Noked Capital LTD 110.31%0.31%0.31%Q2 2019Q2 20191
Garrison Asset Management, LLC 110.14%0.14%0.14%Q4 2015Q4 20151
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Stelac Advisory Services LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Skye Global Management LP 110.06%0.06%0.06%Q2 2020Q2 20201
LEE JOHNSON CAPITAL MANAGEMENT, LLC 111.19%1.19%1.19%Q4 2021Q4 20211
Leverage Partners Absolute Return Fund SPC 112.44%2.44%2.44%Q1 2021Q1 20211
PCA Investment Advisory Services Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Riverpoint Wealth Management Holdings, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Landmark Financial Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
TradeLink Capital LLC 110.73%0.73%0.73%Q4 2015Q4 20151
Capital Square, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Gilfoyle Management LLC 118.84%8.84%8.84%Q3 2023Q3 20231
First County Bank /CT/ 110.12%0.12%0.12%Q3 2023Q3 20231
Key Bridge Compliance, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.13%0.13%0.13%Q4 2022Q4 20221
INVENIO WEALTH PARTNERS LLC 110.24%0.24%0.24%Q2 2023Q2 20231
Stumpf Capital Management LLC 110.10%0.10%0.10%Q3 2020Q3 20201
NORDEN GROUP LLC 110.24%0.24%0.24%Q3 2023Q3 20231
Watson Rebecca 110.01%0.01%0.01%Q2 2020Q2 20201
Ibex Investors LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Pinz Capital Management, LP 110.88%0.88%0.88%Q4 2019Q4 20191
Pictet Asset Management Holding SA 110.22%0.22%0.22%Q3 2023Q3 20231
Privium Fund Management B.V. 110.13%0.13%0.13%Q4 2021Q4 20211
OPTIONS SOLUTIONS, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.21%0.21%0.21%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.27%0.27%0.27%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.02%0.02%0.02%Q3 2023Q3 20231
Arlington Trust Co LLC 111.13%1.13%1.13%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
ROGCO, LP 110.52%0.52%0.52%Q3 2023Q3 20231
SYON CAPITAL LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Neuberger Berman Canada ULC 110.13%0.13%0.13%Q2 2013Q2 20131
SYNTAX RESEARCH, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Donoghue Forlines LLC 110.34%0.34%0.34%Q3 2019Q3 20191
Kampmann Melissa S. 112.36%2.36%2.36%Q3 2023Q3 20231
United Community Bank 110.16%0.16%0.16%Q3 2023Q3 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 112.68%2.68%2.68%Q3 2023Q3 20231
Lakeshore Financial Planning, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
NEOS Investment Management LLC 110.60%0.60%0.60%Q3 2023Q3 20231
Exchange Bank 110.20%0.20%0.20%Q2 2023Q2 20231
Allen Mooney & Barnes Investment Advisors LLC 110.40%0.40%0.40%Q3 2023Q3 20231
DODGE & COX 110.00%0.00%0.00%Q1 2016Q1 20161
Morton Capital Management LLC/CA 110.12%0.12%0.12%Q4 2021Q4 20211
1900 WEALTH MANAGEMENT LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Taconic Capital Advisors LP 110.83%0.83%0.83%Q3 2019Q3 20191
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.16%0.16%0.16%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Tradeworx Inc. 110.14%0.14%0.14%Q1 2013Q1 20131
Angeles Investment Advisors, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Arkfeld Wealth Strategies, L.L.C. 110.34%0.34%0.34%Q4 2019Q4 20191
Charles Schwab Trust Co 110.10%0.10%0.10%Q3 2023Q3 20231
MFA WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Bridgewater Wealth & Financial Management, LLC 110.09%0.09%0.09%Q1 2016Q1 20161
Platte River Capital LLC 110.59%0.59%0.59%Q4 2014Q4 20141
LaFleur & Godfrey LLC 110.03%0.03%0.03%Q1 2022Q1 20221
KETTLE HILL CAPITAL MANAGEMENT, LLC 111.15%1.15%1.15%Q1 2023Q1 20231
MOON CAPITAL MANAGEMENT LP 113.48%3.48%3.48%Q3 2018Q3 20181
Tranquility Partners, LLC 110.38%0.38%0.38%Q2 2019Q2 20191
Columbus Hill Capital Management, L.P. 110.41%0.41%0.41%Q1 2020Q1 20201
PNC Managed Account Solutions, Inc. 110.34%0.34%0.34%Q2 2021Q2 20211
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Holocene Advisors, LP 110.40%0.40%0.40%Q3 2022Q3 20221
OneAscent Financial Services LLC 110.66%0.66%0.66%Q2 2019Q2 20191
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Archipel Asset Management AB 110.45%0.45%0.45%Q3 2014Q3 20141
Sante Capital Fund, LP 110.91%0.91%0.91%Q1 2022Q1 20221
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Simply Money Advisors 110.02%0.02%0.02%Q2 2013Q2 20131
SOLARIS ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
NEXT Financial Holdings 110.11%0.11%0.11%Q1 2019Q1 20191
Glaxis Capital Management, LLC 112.87%2.87%2.87%Q4 2014Q4 20141
KG&L Capital Management,LLC 110.19%0.19%0.19%Q3 2020Q3 20201
Weiss Asset Management LP 110.16%0.16%0.16%Q1 2023Q1 20231
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Spouting Rock Asset Management, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
BBT Capital Management, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
Benchmark Capital Advisors 110.14%0.14%0.14%Q4 2014Q4 20141
Segantii Capital Management Ltd 110.54%0.54%0.54%Q3 2021Q3 20211
Lake Point Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
Brendel Financial Advisors LLC 110.15%0.15%0.15%Q1 2023Q1 20231
Delta Lloyd Asset Management N.V. 110.80%0.80%0.80%Q2 2017Q2 20171
SOUTHPORT MANAGEMENT, L.L.C. 114.70%4.70%4.70%Q2 2017Q2 20171
Noked Israel Ltd 110.31%0.31%0.31%Q2 2019Q2 20191
Findlay Park Partners LLP 111.11%1.11%1.11%Q2 2020Q2 20201
Kelman-Lazarov, Inc. 110.01%0.01%0.01%Q3 2016Q3 20161
Alpine Partners USVI, LLC 110.26%0.26%0.26%Q2 2013Q2 20131
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Rail-Splitter Capital Management, LLC 113.00%3.00%3.00%Q4 2016Q4 20161
ALTERNA WEALTH MANAGEMENT, INC 110.13%0.13%0.13%Q4 2018Q4 20181
TYBOURNE CAPITAL MANAGEMENT (HK) LTD 113.16%3.16%3.16%Q1 2020Q1 20201
Artemis Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
LUPO SECURITIES, LLC 110.08%0.08%0.08%Q4 2014Q4 20141
Ostrum Asset Management U.S., LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Private Portfolio Partners LLC 110.11%0.11%0.11%Q1 2020Q1 20201
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Fondren Management LP 110.84%0.84%0.84%Q1 2020Q1 20201
Clarfeld Financial Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Prentice Capital Management, LP 113.12%3.12%3.12%Q2 2022Q2 20221
Ratan Capital Management LP 113.07%3.07%3.07%Q1 2020Q1 20201
HOWARD WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
TRUEFG, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Bowling Portfolio Management LLC 110.60%0.60%0.60%Q1 2018Q1 20181
Southpoint Capital Advisors LP 110.24%0.24%0.24%Q3 2020Q3 20201
Susquehanna International Group Ltd. 110.09%0.09%0.09%Q1 2021Q1 20211
Idaho Trust Bank 110.14%0.14%0.14%Q3 2023Q3 20231
EWG Elevate Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Palestra Capital Management LLC 112.98%2.98%2.98%Q2 2016Q2 20161
Li Winifred I 110.00%0.00%0.00%Q4 2014Q4 20141
CINQUE PARTNERS LLC 111.33%1.33%1.33%Q3 2015Q3 20151
Pinnacle Wealth Advisors 110.10%0.10%0.10%Q2 2021Q2 20211
Questar Asset Management, Inc. 110.26%0.26%0.26%Q4 2018Q4 20181
Tiger Eye Capital LLC 111.79%1.79%1.79%Q1 2020Q1 20201
FIRST FINANCIAL EQUITY CORPORATION 110.19%0.19%0.19%Q1 2017Q1 20171
WealthOne, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Cynosure Group, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q4 2017Q4 20171
Avalon Global Asset Management LLC 111.21%1.21%1.21%Q3 2019Q3 20191
TIEDEMANN TRUST CO 110.11%0.11%0.11%Q2 2013Q2 20131
CTC Alternative Strategies, Ltd. 110.10%0.10%0.10%Q2 2013Q2 20131
Carmignac Gestion 110.00%0.00%0.00%Q2 2020Q2 20201
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
NBC SECURITIES, INC. 110.35%0.35%0.35%Q3 2023Q3 20231
Plaisance Capital LLC 111.65%1.65%1.65%Q1 2020Q1 20201
Skylands Capital, LLC 110.07%0.07%0.07%Q3 2020Q3 20201
DSC Advisors, L.P. 110.10%0.10%0.10%Q1 2022Q1 20221
Tsai Capital Corp 116.38%6.38%6.38%Q4 2020Q4 20201
300 NORTH CAPITAL, LLC 110.34%0.34%0.34%Q3 2013Q3 20131
MADRONA FUNDS, LLC 110.55%0.55%0.55%Q3 2019Q3 20191
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Benchmark Financial Wealth Advisors, LLC 110.13%0.13%0.13%Q4 2020Q4 20201
Veritas Investment Management LLP 110.00%0.00%0.00%Q4 2018Q4 20181
RVW Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
One Fin Capital Management LP 112.67%2.67%2.67%Q3 2022Q3 20221
ADVANCE CAPITAL I INC 110.63%0.63%0.63%Q1 2014Q1 20141
ANCHOR CAPITAL ADVISORS LLC 110.03%0.03%0.03%Q1 2018Q1 20181
black-and-white Capital LP 111.82%1.82%1.82%Q1 2020Q1 20201
Kopernik Global All-Cap Fund, LP 110.01%0.01%0.01%Q4 2019Q4 20191
BRANT POINT INVESTMENT MANAGEMENT LLC 110.54%0.54%0.54%Q1 2020Q1 20201
Merchants' Gate Capital LP 110.99%0.99%0.99%Q3 2014Q3 20141
HOPLITE CAPITAL MANAGEMENT, L.P. 111.49%1.49%1.49%Q2 2013Q2 20131
CHELSEA COUNSEL CO 110.04%0.04%0.04%Q1 2015Q1 20151
GENWORTH FINANCIAL INC 110.04%0.04%0.04%Q2 2013Q2 20131
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
TAP Consulting, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Scoria Capital Partners LP 110.27%0.27%0.27%Q1 2015Q1 20151
J2 Capital Management Inc 110.54%0.54%0.54%Q2 2022Q2 20221
MRA Associates USA LLC 110.14%0.14%0.14%Q3 2019Q3 20191
Aquire Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
SPX Gestao de Recursos Ltda 110.47%0.47%0.47%Q3 2020Q3 20201
Vident Advisory, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Sunriver Management LLC 112.23%2.23%2.23%Q1 2018Q1 20181
SNOW CAPITAL MANAGEMENT LP 110.91%0.91%0.91%Q1 2020Q1 20201
Sterling Ridge Capital Management LP 110.55%0.55%0.55%Q4 2015Q4 20151
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 110.94%0.94%0.94%Q4 2020Q4 20201
PLATINUM INVESTMENT MANAGEMENT LTD 110.17%0.17%0.17%Q4 2020Q4 20201
Swaine & Leidel Wealth Services, LLC 112.39%2.39%2.39%Q1 2020Q1 20201
COHEN & STEERS CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2015Q1 20151
MARK MORRIS ET AL 114.84%4.84%4.84%Q2 2013Q2 20131
Delpha Capital Management, LLC 110.54%0.54%0.54%Q4 2017Q4 20171
MASON CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2021Q2 20211
BEDEL FINANCIAL CONSULTING INC 110.12%0.12%0.12%Q3 2023Q3 20231
KING STREET CAPITAL MANAGEMENT, L.P. 110.15%0.15%0.15%Q4 2021Q4 20211
Select Equity Group, L.P. 110.00%0.00%0.00%Q3 2020Q3 20201
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 113.41%3.41%3.41%Q1 2014Q1 20141
EA Series Trust 110.13%0.13%0.13%Q2 2023Q2 20231
GARLAND CAPITAL MANAGEMENT INC 110.16%0.16%0.16%Q2 2013Q2 20131
FIRST INTERSTATE BANCSYSTEM INC 110.03%0.03%0.03%Q1 2021Q1 20211
Coronation Fund Managers Ltd. 110.35%0.35%0.35%Q2 2018Q2 20181
Leonard Green & Partners, L.P. 110.44%0.44%0.44%Q1 2022Q1 20221
Gardner Russo & Gardner 110.00%0.00%0.00%Q4 2021Q4 20211
External links

This page lists all the filers that currently own STARBUCKS CORP or have owned STARBUCKS CORP in the past.