3M CO shareholder history

Current and past 3M CO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.00%0.04%0.19%Q1 2012Q3 2023136
HSBC HOLDINGS PLC 47470.00%0.12%0.66%Q1 2012Q3 2023130
BANK OF AMERICA CORP /DE/ 42420.00%0.10%0.56%Q2 2013Q3 2023126
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.05%0.21%Q2 2013Q3 2023122
CITIGROUP INC 42420.00%0.04%0.20%Q2 2013Q3 2023122
D. E. Shaw & Co., Inc. 42420.00%0.03%0.15%Q2 2013Q3 2023120
BARCLAYS PLC 42420.00%0.06%0.22%Q2 2013Q3 2023118
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.07%0.49%Q2 2013Q3 2023110
Parallax Volatility Advisers, L.P. 22190.00%0.03%0.25%Q2 2013Q3 2023107
UBS Group AG 36360.00%0.06%0.31%Q4 2014Q3 2023107
CAPITAL FUND MANAGEMENT S.A. 42420.00%0.15%0.52%Q2 2013Q3 2023102
Walleye Trading LLC 42420.00%0.04%0.18%Q2 2013Q3 2023100
Citadel Advisors 3510.00%0.04%0.12%Q2 2013Q3 202396
JANE STREET GROUP, LLC 3710.00%0.03%0.18%Q1 2014Q3 202393
CREDIT SUISSE AG/ 43430.00%0.11%0.32%Q1 2013Q3 202388
Cutler Group LLC / CA 32320.00%0.02%0.26%Q4 2015Q3 202386
CAPSTONE INVESTMENT ADVISORS, LLC 2410.00%0.07%0.73%Q2 2013Q3 202384
WOLVERINE TRADING, LLC 1650.00%0.07%0.31%Q2 2016Q3 202383
Jefferies Group LLC 2710.00%0.03%0.12%Q2 2013Q3 202280
ROYAL BANK OF CANADA 42420.00%0.10%0.33%Q2 2013Q3 202380
NOMURA HOLDINGS INC 44440.00%0.04%0.77%Q4 2012Q3 202379
Laurion Capital Management LP 1210.00%0.25%2.57%Q3 2013Q3 202375
MILLENNIUM MANAGEMENT LLC 2510.00%0.03%0.22%Q3 2013Q3 202375
Paloma Partners Management Co 3010.00%0.08%0.48%Q2 2013Q2 202372
DEUTSCHE BANK AG\ 41410.00%0.14%0.42%Q3 2013Q3 202371
WELLS FARGO & COMPANY/MN 42420.00%0.23%0.51%Q2 2013Q3 202365
TWO SIGMA INVESTMENTS, LP 1710.00%0.06%0.49%Q1 2015Q3 202365
TWO SIGMA SECURITIES, LLC 1010.01%0.10%0.74%Q4 2014Q3 202365
Twin Tree Management, LP 1210.00%0.09%0.42%Q4 2012Q3 202363
HighTower Advisors, LLC 42420.00%0.23%0.46%Q2 2013Q3 202360
HUNTINGTON NATIONAL BANK 59590.10%0.62%1.06%Q1 2009Q3 202359
HAP Trading, LLC 1810.00%0.05%0.76%Q4 2013Q3 202356
Rehmann Capital Advisory Group 41150.03%0.16%0.36%Q3 2009Q3 202356
Nuveen Asset Management, LLC 42420.00%0.19%0.37%Q2 2013Q3 202353
RAYMOND JAMES & ASSOCIATES 42420.00%0.14%0.31%Q2 2013Q3 202353
DONALDSON CAPITAL MANAGEMENT, LLC 53530.02%0.25%2.13%Q1 2010Q1 202353
FLOSSBACH VON STORCH AG 52520.40%3.68%7.78%Q4 2010Q3 202352
AMALGAMATED BANK 52520.11%0.40%0.73%Q4 2010Q3 202352
Lido Advisors, LLC 2530.00%0.05%0.20%Q1 2016Q3 202352
PEAK6 Investments LLC 1820.00%0.03%0.22%Q3 2018Q3 202351
Daiwa Securities Group Inc. 1580.00%0.06%0.19%Q2 2013Q3 202351
Zuckerman Investment Group, LLC 51510.05%0.14%0.24%Q1 2011Q3 202351
Squarepoint Ops LLC 1210.00%0.10%0.49%Q4 2014Q3 202350
Invesco Ltd. 42420.00%0.09%0.19%Q2 2013Q3 202350
M&T BANK CORP 42420.00%0.41%1.05%Q2 2013Q3 202350
BANK OF MONTREAL /CAN/ 3920.00%0.10%0.19%Q2 2013Q3 202350
DAVENPORT & Co LLC 42420.01%0.49%0.86%Q2 2013Q3 202350
Mirae Asset Global Investments Co., Ltd. 4220.01%0.13%0.96%Q3 2009Q3 202350
US BANCORP \DE\ 42420.00%2.17%3.98%Q2 2013Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.11%0.25%0.36%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.04%0.39%0.68%Q3 2011Q3 202349
PEAK6 Group LLC 21210.00%0.03%0.20%Q2 2013Q2 201848
GLENMEDE TRUST CO NA 4510.00%0.53%1.12%Q4 2006Q3 202348
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.15%0.32%0.90%Q4 2011Q3 202348
Raymond James Financial Services Advisors, Inc. 42420.00%0.14%0.28%Q2 2013Q3 202348
Cubist Systematic Strategies, LLC 1960.01%0.10%0.31%Q2 2014Q3 202348
MUFG Americas Holdings Corp 48480.16%0.74%1.22%Q4 2010Q3 202248
CLEAR STREET MARKETS LLC 1610.00%0.12%0.55%Q2 2013Q3 202348
MCF Advisors LLC 4070.03%0.07%0.10%Q4 2011Q3 202347
CREDIT AGRICOLE S A 42420.00%0.22%0.76%Q2 2013Q3 202347
First Horizon Advisors, Inc. 47470.00%0.40%1.07%Q1 2012Q3 202347
Creative Planning 42420.00%0.05%0.10%Q2 2013Q3 202347
Bank of New York Mellon Corp 46460.01%0.27%0.84%Q2 2012Q3 202347
Tortoise Investment Management, LLC 44440.00%0.09%0.23%Q4 2012Q3 202346
Allianz Asset Management GmbH 42420.00%0.09%0.16%Q2 2013Q3 202346
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.00%0.60%1.10%Q2 2013Q3 202346
NWAM LLC 33120.02%0.20%0.47%Q2 2012Q3 202345
BANK OF NOVA SCOTIA 43430.01%0.07%0.32%Q1 2013Q3 202345
SNS Financial Group, LLC 3810.00%0.67%1.64%Q1 2013Q3 202345
KEYBANK NATIONAL ASSOCIATION/OH 44440.17%0.70%1.27%Q4 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.14%1.45%2.41%Q4 2012Q3 202344
CIBC WORLD MARKET INC. 42420.01%0.06%0.16%Q2 2013Q3 202344
LPL Financial LLC 42420.00%0.08%0.15%Q2 2013Q3 202344
BEACH INVESTMENT COUNSEL INC/PA 44440.05%0.24%0.35%Q1 2013Q4 202344
SCOTIA CAPITAL INC. 42420.04%0.10%0.17%Q2 2013Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.04%0.23%0.35%Q2 2010Q3 202344
East Coast Asset Management, LLC. 44440.10%0.36%0.68%Q4 2012Q3 202344
First Financial Bank - Trust Division 44440.08%0.38%0.74%Q1 2013Q4 202344
Joel Isaacson & Co., LLC 44440.02%0.18%0.39%Q4 2012Q3 202344
BlackRock Inc. 42420.00%0.30%0.49%Q2 2013Q3 202344
CARRET ASSET MANAGEMENT, LLC 43430.18%0.60%0.89%Q1 2013Q3 202343
BALDWIN BROTHERS LLC/MA 43430.06%0.27%0.70%Q2 2013Q4 202343
Mariner, LLC 42420.00%0.28%0.98%Q2 2013Q3 202343
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.04%0.17%0.54%Q2 2013Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.16%0.41%0.72%Q2 2013Q4 202343
Tower Research Capital LLC (TRC) 29120.00%0.14%0.56%Q2 2013Q3 202343
PARK NATIONAL CORP /OH/ 43430.13%1.56%2.12%Q2 2013Q4 202343
BRYN MAWR TRUST Co 43430.12%1.07%1.72%Q1 2013Q3 202343
Montecito Bank & Trust 43430.12%0.41%0.94%Q2 2013Q4 202343
M&R CAPITAL MANAGEMENT INC 43430.02%0.11%0.20%Q2 2013Q4 202343
FULTON BANK, N.A. 43430.03%0.20%0.33%Q2 2013Q4 202343
AQR Capital Management 4210.08%0.25%0.50%Q4 2012Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.36%1.39%2.16%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.05%0.48%0.96%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.13%0.36%0.50%Q1 2013Q3 202343
Spot Trading L.L.C 16160.00%0.07%0.20%Q2 2013Q1 201743
LYNCH & ASSOCIATES/IN 43430.59%1.02%1.37%Q2 2013Q4 202343
NEVILLE RODIE & SHAW INC 43430.13%0.43%0.67%Q2 2013Q4 202343
WOODSTOCK CORP 43430.59%1.37%1.99%Q2 2013Q4 202343
COMMERCE BANK 43430.05%0.41%0.84%Q1 2013Q3 202343
Hemenway Trust Co LLC 43430.02%2.01%3.64%Q1 2013Q3 202343
PRIVATE TRUST CO NA 43430.11%0.69%1.17%Q1 2013Q3 202343
SHUFRO ROSE & CO LLC 4210.05%0.81%1.35%Q3 2012Q3 202343
Boltwood Capital Management 43430.09%0.25%0.44%Q2 2013Q4 202343
Veritable, L.P. 43430.04%0.15%0.23%Q4 2012Q2 202343
APPLETON PARTNERS INC/MA 43430.02%0.28%0.64%Q2 2013Q4 202343
VAUGHAN DAVID INVESTMENTS LLC/IL 43430.04%1.03%1.48%Q1 2013Q3 202343
Retirement Systems of Alabama 43430.06%0.31%0.52%Q1 2013Q3 202343
TORONTO DOMINION BANK 43430.02%0.09%0.19%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.02%0.05%0.10%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.10%0.32%0.48%Q1 2013Q3 202343
Goelzer Investment Management, Inc. 43430.03%0.52%0.71%Q1 2013Q3 202343
Choate Investment Advisors 42420.08%0.26%0.48%Q2 2013Q3 202342
Rodgers Brothers Inc. 42420.04%0.86%1.56%Q2 2013Q3 202342
ARMSTRONG HENRY H ASSOCIATES INC 42420.16%0.58%0.92%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.01%0.13%0.30%Q2 2013Q3 202342
Cardinal Capital Management 42420.77%2.42%4.05%Q2 2013Q3 202342
AXA S.A. 42420.05%0.32%0.57%Q2 2013Q3 202342
PRUDENTIAL PLC 42420.03%0.24%0.43%Q2 2013Q3 202342
NBT BANK N A /NY 42420.10%0.44%0.61%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.11%0.30%0.48%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.00%0.80%1.35%Q2 2013Q3 202342
Palisade Asset Management, LLC 42421.25%2.12%2.73%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.17%1.43%2.44%Q2 2013Q3 202342
ZEVIN ASSET MANAGEMENT LLC 42420.05%0.27%0.50%Q2 2013Q3 202342
FORBES J M & CO LLP 42420.04%0.11%0.18%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.05%0.11%0.15%Q2 2013Q3 202342
MORGAN STANLEY 42420.08%0.19%0.39%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.13%0.27%0.51%Q2 2013Q3 202342
DELTA CAPITAL MANAGEMENT LLC 42420.69%1.81%2.71%Q2 2013Q3 202342
MAIRS & POWER INC 42420.30%3.30%4.60%Q2 2013Q3 202342
DAVIS R M INC 42420.02%0.95%1.69%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.01%0.08%0.16%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.07%0.18%0.34%Q2 2013Q3 202342
Accredited Investors Inc. 42420.18%0.44%0.74%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.05%0.76%1.54%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.14%0.34%0.61%Q2 2013Q3 202342
Financial Advantage, Inc. 42421.48%3.23%4.89%Q2 2013Q3 202342
Gradient Investments LLC 42420.00%0.23%0.55%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.17%0.49%0.62%Q2 2013Q3 202342
GREAT LAKES ADVISORS, LLC 42420.01%0.93%3.62%Q2 2013Q3 202342
Aviance Capital Partners, LLC 42420.09%0.49%0.79%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.32%0.51%0.62%Q2 2013Q3 202342
HOWLAND CAPITAL MANAGEMENT LLC 42420.04%1.35%2.09%Q2 2013Q3 202342
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.04%0.26%0.51%Q2 2013Q3 202342
TRILLIUM ASSET MANAGEMENT, LLC 42420.01%0.10%0.32%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.03%0.35%0.75%Q2 2013Q3 202342
Poplar Forest Capital LLC 42420.14%0.22%0.28%Q2 2013Q3 202342
ASPIRIANT, LLC 42420.04%0.23%0.96%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.12%0.49%0.94%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.12%0.27%0.45%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.01%0.28%0.45%Q2 2013Q3 202342
GW HENSSLER & ASSOCIATES LTD 42420.03%0.71%1.28%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.09%1.25%1.93%Q2 2013Q3 202342
Paragon Capital Management LLC 42420.12%0.16%0.24%Q2 2013Q3 202342
Cetera Advisors LLC 42420.02%0.27%0.55%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.17%0.46%Q2 2013Q3 202342
Atlas Brown,Inc. 42420.28%0.57%1.32%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.08%0.49%0.94%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.05%1.48%2.74%Q2 2013Q3 202342
WENDELL DAVID ASSOCIATES INC 42420.10%0.31%0.48%Q2 2013Q3 202342
S&CO INC 42420.41%1.26%1.87%Q2 2013Q3 202342
Hudock, Inc. 42420.04%0.28%0.58%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42420.16%0.34%0.52%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.08%0.16%0.28%Q2 2013Q3 202342
Shelter Mutual Insurance Co 42420.58%2.32%4.42%Q2 2013Q3 202342
BEESE FULMER INVESTMENT MANAGEMENT, INC. 42420.12%0.27%0.47%Q2 2013Q3 202342
JNBA Financial Advisors 42420.07%0.21%0.40%Q2 2013Q3 202342
Strategic Advisors LLC 42420.13%0.84%1.56%Q2 2013Q3 202342
Ledyard National Bank 42420.09%0.40%1.00%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.03%0.88%1.73%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42420.04%0.33%0.61%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.02%0.26%0.70%Q2 2013Q3 202342
TCTC Holdings, LLC 42420.38%1.03%1.72%Q2 2013Q3 202342
Savant Capital, LLC 42420.03%0.16%0.31%Q2 2013Q3 202342
GRANDFIELD & DODD, LLC 42420.06%0.32%0.52%Q2 2013Q3 202342
Skylands Capital, LLC 42420.00%0.02%0.04%Q2 2013Q3 202342
MOTCO 42420.01%0.23%0.45%Q2 2013Q3 202342
BURNEY CO/ 42420.10%0.79%1.46%Q2 2013Q3 202342
SCHMIDT P J INVESTMENT MANAGEMENT INC 42420.06%0.30%0.62%Q1 2012Q2 202242
PRIO WEALTH LIMITED PARTNERSHIP 42420.16%0.70%1.05%Q2 2013Q3 202342
EXCALIBUR MANAGEMENT CORP 42420.42%0.56%0.83%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.12%0.25%0.44%Q2 2013Q3 202342
Busey Bank 42420.12%0.30%0.44%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.08%0.21%0.28%Q2 2013Q3 202342
MONARCH CAPITAL MANAGEMENT INC/ 42421.06%1.99%2.37%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.01%0.52%1.57%Q2 2013Q3 202342
CapWealth Advisors, LLC 42420.05%1.02%1.75%Q2 2013Q3 202342
Crestwood Advisors Group, LLC 42420.01%0.87%2.41%Q2 2013Q3 202342
Cincinnati Specialty Underwriters Insurance CO 42421.43%5.39%8.95%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.13%0.37%0.51%Q2 2013Q3 202342
Financial Advisory Group 42420.06%0.22%0.32%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.13%0.39%0.60%Q2 2013Q3 202342
EP Wealth Advisors, LLC 42420.01%1.22%3.19%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.11%0.55%0.87%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.14%0.66%1.07%Q2 2013Q3 202342
WEDGE CAPITAL MANAGEMENT L L P/NC 42420.00%0.22%0.58%Q2 2013Q3 202342
STATE STREET CORP 42420.18%0.58%0.85%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.10%0.14%0.30%Q2 2013Q3 202342
DF DENT & CO INC 42420.00%0.02%0.04%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.04%0.46%0.88%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42420.03%0.59%1.34%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.13%0.24%Q2 2013Q3 202342
UMB Bank, n.a. 42420.05%0.47%0.97%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42423.65%6.82%8.58%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.03%0.32%0.67%Q2 2013Q3 202342
Smithfield Trust Co 42420.08%0.37%0.64%Q2 2013Q3 202342
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 42420.14%0.42%0.62%Q2 2013Q3 202342
KEATING INVESTMENT COUNSELORS INC 42420.57%2.30%3.57%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.14%0.69%1.06%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.09%0.31%0.52%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.13%0.22%Q2 2013Q3 202342
Birch Hill Investment Advisors LLC 42420.04%0.21%0.39%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.15%0.38%Q2 2013Q3 202342
UNITED SERVICES AUTOMOBILE ASSOCIATION 42420.16%0.42%1.04%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.04%0.08%0.13%Q2 2013Q3 202342
Clean Yield Group 42420.11%1.10%1.80%Q2 2013Q3 202342
GUYASUTA INVESTMENT ADVISORS INC 42420.06%0.11%0.20%Q2 2013Q3 202342
HM PAYSON & CO 42420.06%0.70%1.21%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.07%0.25%0.42%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.03%0.11%0.21%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.01%0.08%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.11%0.34%0.50%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.02%0.07%0.13%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.02%0.10%0.19%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.08%0.22%0.35%Q2 2013Q3 202342
Ramsay, Stattman, Vela & Price, Inc. 42420.18%2.59%3.62%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.04%0.32%1.14%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.27%0.73%1.10%Q2 2013Q3 202342
EADS & HEALD WEALTH MANAGEMENT 42420.44%1.05%1.32%Q2 2013Q3 202342
APG Asset Management N.V. 42420.03%0.26%0.61%Q2 2013Q3 202342
MACQUARIE GROUP LTD 42420.01%0.04%0.14%Q2 2013Q3 202342
FOSTER DYKEMA CABOT & CO INC/MA 42420.02%0.09%0.15%Q2 2013Q3 202342
ABNER HERRMAN & BROCK LLC 42420.04%0.20%0.63%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.10%0.61%0.97%Q2 2013Q3 202342
Fruth Investment Management 42420.20%0.73%1.11%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.16%0.40%0.55%Q2 2013Q3 202342
MAI Capital Management 42420.03%0.08%0.31%Q2 2013Q3 202342
Atria Investments, Inc 42420.04%0.08%0.16%Q2 2013Q3 202342
Financial Architects, Inc 41410.03%0.13%0.44%Q2 2013Q2 202342
Pinnacle Holdings, LLC 42420.45%0.99%1.59%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.20%0.41%0.69%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.07%0.24%0.46%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.09%0.20%0.27%Q2 2013Q3 202342
KELLY LAWRENCE W & ASSOCIATES INC/CA 42420.07%0.26%0.79%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.01%0.40%1.80%Q2 2013Q3 202342
PATTEN & PATTEN INC/TN 42420.21%1.08%1.62%Q2 2013Q3 202342
SAYBROOK CAPITAL /NC 42420.37%3.04%5.15%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.11%0.23%0.41%Q2 2013Q3 202342
KBC Group NV 42420.02%0.14%0.32%Q2 2013Q3 202342
BURNS J W & CO INC/NY 42420.04%0.13%0.20%Q2 2013Q3 202342
MITCHELL SINKLER & STARR/PA 42420.82%1.93%2.80%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.14%0.33%0.50%Q2 2013Q3 202342
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 42421.55%2.94%3.82%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.20%0.79%1.30%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.05%0.09%Q2 2013Q3 202342
LVM CAPITAL MANAGEMENT LTD/MI 42420.14%0.64%1.02%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.02%0.71%1.92%Q2 2013Q3 202342
Miller Investment Management, LP 42420.20%0.61%1.21%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.06%0.94%1.63%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.16%0.44%0.84%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.06%0.50%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.01%0.14%0.46%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.18%0.37%0.54%Q2 2013Q3 202342
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 42420.14%0.53%1.24%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.15%1.25%1.88%Q2 2013Q3 202342
ROYCE & ASSOCIATES LP 42420.01%0.02%0.04%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.09%0.96%1.56%Q2 2013Q3 202342
OLD SECOND NATIONAL BANK OF AURORA 42420.02%0.18%0.71%Q2 2013Q3 202342
Tufton Capital Management 42420.89%1.16%1.54%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.29%0.51%0.90%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.03%0.16%0.24%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.07%0.45%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.03%0.16%0.33%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.10%0.31%0.70%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.02%0.12%0.20%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.14%0.38%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.09%0.22%0.55%Q2 2013Q3 202342
Carnegie Capital Asset Management, LLC 42420.04%0.30%0.57%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.03%0.16%0.24%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.12%0.49%0.72%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.05%0.10%0.18%Q2 2013Q3 202342
STOCK YARDS BANK & TRUST CO 42420.13%0.48%0.97%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.13%0.34%0.52%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.12%0.35%0.50%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.03%0.61%1.03%Q2 2013Q3 202342
BUCKHEAD CAPITAL MANAGEMENT LLC 42420.36%1.44%2.27%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.43%1.65%2.32%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.11%0.33%0.46%Q2 2013Q3 202342
HYMAN CHARLES D 42420.33%1.61%2.46%Q2 2013Q3 202342
TRUST CO OF VIRGINIA /VA 42420.07%0.26%0.44%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.09%8.48%13.89%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.09%0.30%0.54%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.08%1.11%1.87%Q2 2013Q3 202342
First City Capital Management, Inc. 42420.29%0.52%0.69%Q2 2013Q3 202342
1834 INVESTMENT ADVISORS CO 42420.13%0.35%1.03%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.31%0.57%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.20%0.38%0.68%Q2 2013Q3 202342
AVIVA PLC 42420.10%0.33%0.72%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.04%0.36%0.70%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.02%0.21%0.38%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.01%0.16%0.87%Q2 2013Q3 202342
NICHOLS & PRATT ADVISERS LLP /MA 42420.20%0.74%1.13%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.01%0.18%0.78%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.14%0.53%0.75%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.02%0.86%1.59%Q2 2013Q3 202342
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 42420.01%0.28%1.17%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.14%0.22%0.32%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.02%0.10%0.19%Q2 2013Q3 202342
Estabrook Capital Management 42420.02%0.74%1.22%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.10%0.23%0.33%Q2 2013Q3 202342
Timber Creek Capital Management LLC 42420.01%2.10%4.28%Q2 2013Q3 202342
1832 Asset Management L.P. 42420.00%0.16%0.52%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.08%0.22%0.31%Q2 2013Q3 202342
Cypress Capital Group 42420.34%0.61%1.00%Q2 2013Q3 202342
SPINNAKER TRUST 42423.54%11.66%17.74%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.09%0.31%1.45%Q2 2013Q3 202342
STONEBRIDGE CAPITAL MANAGEMENT INC 42420.28%0.80%1.12%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.05%0.09%0.16%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42420.36%1.12%1.58%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.01%0.29%0.52%Q2 2013Q3 202342
GREENLEAF TRUST 42420.01%0.08%0.26%Q2 2013Q3 202342
HARVEY INVESTMENT CO LLC 42421.03%3.45%5.07%Q2 2013Q3 202342
MEYER HANDELMAN CO 42420.72%1.76%2.50%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.14%0.76%1.19%Q2 2013Q3 202342
FOSTER & MOTLEY INC 42420.04%0.81%1.86%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.13%0.71%1.36%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.64%1.50%2.08%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.05%0.21%0.34%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.07%0.31%0.53%Q2 2013Q3 202342
SHELTON CAPITAL MANAGEMENT 42420.01%0.20%0.62%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.08%0.24%0.31%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.02%0.13%0.53%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.08%1.10%1.71%Q2 2013Q3 202342
Clarkston Capital Partners, LLC 42420.21%0.36%1.08%Q2 2013Q3 202342
FCA CORP /TX 42420.44%1.09%1.70%Q2 2013Q3 202342
TRUSTCO BANK CORP N Y 42420.49%1.71%3.41%Q2 2013Q3 202342
1ST SOURCE BANK 42420.17%0.58%0.82%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.05%0.40%0.65%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.11%0.65%1.08%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.07%0.13%0.17%Q2 2013Q3 202342
YHB Investment Advisors, Inc. 42420.05%0.37%0.75%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.12%0.35%0.50%Q2 2013Q3 202342
Drexel Morgan & Co. 42420.28%1.15%1.94%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.02%0.13%0.21%Q2 2013Q3 202342
BANK OF HAWAII 42420.08%0.35%0.62%Q2 2013Q3 202342
FMR LLC 42420.01%0.12%0.25%Q2 2013Q3 202342
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 42420.84%2.34%3.30%Q2 2013Q3 202342
PITCAIRN CO 42420.04%0.13%0.22%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.01%0.08%0.52%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.13%0.39%0.55%Q2 2013Q3 202342
Oxbow Advisors, LLC 42420.05%0.35%0.77%Q2 2013Q3 202342
Cohen Capital Management, Inc. 42420.90%1.86%2.66%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.01%0.02%0.04%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.07%0.27%0.64%Q2 2013Q3 202342
Town & Country Bank & Trust CO dba First Bankers Trust CO 42420.23%1.01%1.76%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.04%0.46%0.91%Q2 2013Q3 202342
Violich Capital Management, Inc. 42420.10%0.35%0.55%Q2 2013Q3 202342
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 42420.02%0.07%0.13%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.01%0.09%0.43%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.01%0.43%0.86%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.12%0.37%0.55%Q2 2013Q3 202342
SOMERVILLE KURT F 42420.04%2.62%4.30%Q4 2012Q1 202342
LOWE BROCKENBROUGH & CO INC 42420.19%1.03%1.47%Q2 2013Q3 202342
CINCINNATI FINANCIAL CORP 42420.48%1.41%1.96%Q2 2013Q3 202342
Cannell & Co. 42420.01%0.17%0.30%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.02%0.14%0.47%Q2 2013Q3 202342
Wellington Shields Capital Management, LLC 42420.02%0.30%1.61%Q2 2013Q3 202342
DODGE & COX 42420.00%0.00%0.01%Q2 2013Q3 202342
WATERS PARKERSON & CO., LLC 42420.07%0.49%1.17%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.02%0.09%0.18%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.14%0.40%0.62%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.44%1.86%2.66%Q2 2013Q3 202342
INVESTMENT HOUSE LLC 42420.05%0.51%0.76%Q2 2013Q3 202342
GRIMES & COMPANY, INC. 42420.03%0.24%0.67%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.04%0.14%0.23%Q2 2013Q3 202342
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 42420.11%0.24%0.34%Q2 2013Q3 202342
Argyle Capital Management Inc. 42420.77%1.60%2.31%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.06%0.13%0.23%Q2 2013Q3 202342
BOSTON RESEARCH & MANAGEMENT INC 42420.12%1.57%2.42%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.01%0.01%0.03%Q2 2013Q3 202342
Portland Global Advisors LLC 42420.08%0.50%0.79%Q2 2013Q3 202342
Acropolis Investment Management, LLC 42420.06%0.27%0.43%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.13%0.58%0.92%Q2 2013Q3 202342
FARMERS TRUST CO 42420.24%0.74%1.32%Q2 2013Q3 202342
Roundview Capital LLC 42420.07%0.48%0.96%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.14%1.01%1.74%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.10%0.24%0.45%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.02%0.35%0.73%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.04%0.10%0.17%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.06%0.55%1.70%Q2 2013Q3 202342
Swiss National Bank 42420.13%0.36%0.58%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.01%0.10%0.31%Q2 2013Q3 202342
Calamos Advisors LLC 42420.04%0.08%0.24%Q2 2013Q3 202342
Telos Capital Management, Inc. 42420.04%0.24%0.76%Q2 2013Q3 202342
Redmond Asset Management, LLC 42420.31%0.95%2.78%Q2 2013Q3 202342
Somerset Group LLC 42425.22%10.80%14.72%Q2 2013Q3 202342
DIKER MANAGEMENT LLC 42420.11%0.28%0.50%Q2 2013Q3 202342
Norinchukin Bank, The 42420.07%0.77%1.45%Q2 2013Q3 202342
WILKINS INVESTMENT COUNSEL INC 42422.04%2.87%3.89%Q2 2013Q3 202342
THOMPSON INVESTMENT MANAGEMENT, INC. 42420.02%0.51%1.34%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.09%0.85%1.43%Q2 2013Q3 202342
Colonial Trust Advisors 42420.07%0.36%0.60%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.13%0.34%0.59%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.05%1.73%2.68%Q2 2013Q3 202342
BEDDOW CAPITAL MANAGEMENT INC 42420.09%0.37%0.86%Q2 2013Q3 202342
Financial Management Professionals, Inc. 42420.00%0.01%0.05%Q2 2013Q3 202342
Carlson Capital Management 42420.52%4.34%6.96%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.06%0.35%0.54%Q2 2013Q3 202342
CINCINNATI INSURANCE CO 42420.97%2.46%3.52%Q2 2013Q3 202342
W.G. Shaheen & Associates DBA Whitney & Co 42420.04%0.27%0.54%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.08%0.23%0.45%Q2 2013Q3 202342
Kidder Stephen W 3710.14%2.66%4.18%Q4 2012Q3 202342
REGIONS FINANCIAL CORP 42420.06%0.86%1.70%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.13%0.24%0.37%Q2 2013Q3 202342
CANADA PENSION PLAN INVESTMENT BOARD 4110.00%0.07%0.18%Q1 2013Q3 202342
West Oak Capital, LLC 42420.14%0.24%0.63%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.01%1.08%2.74%Q2 2013Q3 202342
ROFFMAN MILLER ASSOCIATES INC /PA/ 42420.50%2.36%3.24%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.03%0.17%0.28%Q2 2013Q3 202342
Ancora Advisors LLC 42420.04%0.35%0.68%Q2 2013Q3 202342
Bath Savings Trust Co 42420.06%0.25%0.41%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.22%2.60%20.65%Q2 2013Q3 202342
Utah Retirement Systems 42420.13%0.38%0.53%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.07%0.29%0.51%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.02%0.05%0.18%Q2 2013Q3 202342
WASHINGTON TRUST BANK 42420.07%0.27%1.13%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.21%0.68%0.99%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.11%0.28%0.44%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.23%0.57%0.79%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42420.01%3.87%5.60%Q2 2013Q3 202342
Aristotle Capital Management, LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
STEWART & PATTEN CO LLC 42420.21%3.77%5.35%Q2 2013Q3 202342
Edgewood Management 42420.08%0.54%1.24%Q2 2013Q3 202342
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 42420.12%2.64%4.47%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.03%0.22%0.40%Q2 2013Q3 202342
KLINGENSTEIN FIELDS & CO LP 42420.55%1.54%2.25%Q2 2013Q3 202342
STONE RUN CAPITAL, LLC 42420.35%1.25%1.86%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.08%0.33%0.45%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.19%0.70%Q2 2013Q3 202342
Reynders McVeigh Capital Management, LLC 42420.03%0.53%1.04%Q2 2013Q3 202342
GREENHAVEN ASSOCIATES INC 42420.00%1.86%8.01%Q2 2013Q3 202342
Markel Corporation 42420.33%0.70%0.94%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.08%0.41%1.31%Q2 2013Q3 202342
Haverford Trust Co 42420.04%0.16%0.33%Q2 2013Q3 202342
ZWJ INVESTMENT COUNSEL INC 42420.05%0.43%1.28%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42420.28%0.72%1.55%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.10%0.40%0.77%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.01%0.05%0.09%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.02%0.39%1.14%Q2 2013Q3 202342
BURKE & HERBERT BANK & TRUST CO 42420.29%0.95%1.44%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.06%0.14%0.26%Q2 2013Q4 202342
OLD POINT TRUST & FINANCIAL SERVICES N A 42420.17%0.57%0.82%Q2 2013Q3 202342
Bell Bank 42420.07%0.84%2.54%Q2 2013Q3 202342
NORGES BANK 4020.08%0.31%0.49%Q2 2012Q4 202242
MONTAG A & ASSOCIATES INC 42420.05%0.34%0.69%Q2 2013Q3 202342
HEADINVEST, LLC 42420.16%2.06%3.15%Q2 2013Q3 202342
DnB Asset Management AS 3930.07%0.19%0.31%Q2 2013Q4 202342
WEBSTER BANK, N. A. 42420.07%0.37%0.72%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.04%0.19%0.30%Q2 2013Q4 202342
State of Alaska, Department of Revenue 42420.11%0.49%0.93%Q2 2013Q3 202342
JENSEN INVESTMENT MANAGEMENT INC 42420.04%4.37%5.69%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.05%0.19%0.30%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.05%0.69%2.28%Q2 2013Q3 202342
Sandy Spring Bank 42420.04%0.52%1.03%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.10%0.41%0.84%Q2 2013Q3 202342
STRS OHIO 42420.06%0.22%0.42%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.02%0.11%0.32%Q2 2013Q3 202342
GUARDIAN INVESTMENT MANAGEMENT 42421.08%2.76%3.89%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.00%0.03%0.09%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.24%1.07%1.56%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.03%0.17%0.30%Q2 2013Q3 202342
Korea Investment CORP 42420.10%0.29%0.53%Q2 2013Q3 202342
Bollard Group LLC 42420.02%0.05%0.25%Q2 2013Q3 202342
Sandhill Capital Partners LLC 42420.09%0.41%0.75%Q2 2013Q3 202342
DIVIDEND ASSETS CAPITAL, LLC 42420.01%0.05%0.13%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.12%0.33%0.48%Q2 2013Q3 202342
RIVERBRIDGE PARTNERS LLC 42420.00%0.26%0.52%Q2 2013Q3 202342
L. Roy Papp & Associates, LLP 42420.14%2.80%4.02%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.01%0.01%0.02%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.25%0.59%0.84%Q2 2013Q3 202342
MARIETTA INVESTMENT PARTNERS LLC 42420.28%0.68%0.98%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.02%0.08%0.34%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.12%0.40%0.59%Q2 2013Q3 202342
CONNING INC. 42420.01%0.99%1.38%Q2 2013Q3 202342
FAIRFIELD, BUSH & CO. 42420.13%0.62%1.86%Q2 2013Q3 202342
BECKER CAPITAL MANAGEMENT INC 42420.21%0.92%2.04%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.03%0.20%0.57%Q2 2013Q3 202342
ProShare Advisors LLC 42420.34%0.66%1.00%Q2 2013Q3 202342
Indiana Trust & Investment Management CO 42420.10%0.27%0.39%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.09%0.48%0.83%Q2 2013Q3 202342
FORVIS Wealth Advisors, LLC 42420.04%0.34%1.80%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.02%0.08%0.18%Q2 2013Q3 202342
Bangor Savings Bank 42420.04%0.09%0.15%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.07%0.58%0.94%Q2 2013Q3 202342
HOWE & RUSLING INC 42420.05%1.27%2.50%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.01%0.02%0.03%Q2 2013Q3 202342
JARISLOWSKY, FRASER Ltd 42420.05%0.62%1.02%Q2 2013Q3 202342
PROFFITT & GOODSON INC 42420.10%0.42%0.86%Q2 2013Q3 202342
WEDGEWOOD INVESTORS INC /PA/ 42420.67%1.15%1.96%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.04%0.16%0.46%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.04%0.17%0.28%Q2 2013Q3 202342
EASTERN BANK 42420.02%0.12%0.29%Q2 2013Q3 202342
MOGY JOEL R INVESTMENT COUNSEL INC 42420.04%0.26%0.50%Q2 2013Q3 202342
Legal & General Group Plc 42420.14%0.37%0.52%Q2 2013Q3 202342
SouthState Corp 42420.06%0.37%0.90%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.10%0.24%0.35%Q2 2013Q3 202342
Rathbones Group PLC 42420.00%0.16%0.36%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.11%0.27%0.47%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.07%0.46%0.94%Q2 2013Q4 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.08%0.89%1.60%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.06%0.14%0.28%Q2 2013Q3 202342
EAGLE GLOBAL ADVISORS LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.02%0.07%0.14%Q2 2013Q3 202342
WADE G W & INC 42420.07%1.00%2.06%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 41410.05%1.64%2.37%Q2 2013Q2 202341
AlphaMark Advisors, LLC 4010.01%0.01%0.02%Q2 2013Q3 202341
Private Advisor Group, LLC 40400.00%0.20%0.51%Q4 2013Q3 202341
ACADIAN ASSET MANAGEMENT LLC 41410.00%0.13%0.46%Q3 2013Q3 202341
Triangle Securities Wealth Management 31100.15%0.43%0.65%Q2 2013Q3 202341
WESBANCO BANK INC 30110.23%0.87%1.63%Q2 2013Q3 202341
Endurance Wealth Management, Inc. 41410.05%0.09%0.12%Q2 2013Q2 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.05%0.13%0.18%Q2 2013Q3 202341
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 29120.01%0.04%0.08%Q2 2013Q3 202341
WBH ADVISORY INC 3830.05%0.67%1.09%Q2 2013Q3 202341
BECK MACK & OLIVER LLC 41410.01%0.10%0.16%Q2 2013Q2 202341
Broderick Brian C 41410.07%2.54%4.09%Q4 2012Q4 202241
SIGNATUREFD, LLC 30110.01%0.07%0.16%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.09%0.47%0.74%Q2 2013Q3 202341
BRIDGES INVESTMENT MANAGEMENT INC 41410.02%0.32%0.61%Q2 2013Q2 202341
PARTHENON LLC 3740.12%0.42%0.72%Q2 2013Q3 202341
ANCHOR CAPITAL ADVISORS LLC 41410.01%0.39%0.80%Q2 2013Q2 202341
Kovack Advisors, Inc. 3110.00%0.18%1.65%Q4 2012Q3 202341
Ipswich Investment Management Co., Inc. 3830.17%0.72%1.97%Q2 2013Q3 202341
Arizona State Retirement System 3380.12%0.31%0.47%Q1 2013Q3 202341
AMERICAN CENTURY COMPANIES INC 25160.00%0.21%0.62%Q2 2013Q3 202341
ASSETMARK, INC 41410.00%0.02%0.11%Q3 2013Q3 202341
Modera Wealth Management, LLC 41410.03%0.35%0.76%Q3 2013Q3 202341
Hikari Tsushin, Inc. 3380.13%1.90%4.93%Q2 2013Q3 202341
ING GROEP NV 3910.00%0.20%0.90%Q1 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.15%0.43%0.62%Q3 2013Q3 202341
State of Tennessee, Treasury Department 41410.04%0.23%0.55%Q3 2013Q3 202341
COLDSTREAM CAPITAL MANAGEMENT INC 3740.02%0.33%0.71%Q2 2013Q3 202341
Livforsakringsbolaget Skandia, Omsesidigt 28130.08%0.29%1.11%Q2 2013Q3 202341
Cullen Capital Management, LLC 3380.01%2.21%3.30%Q2 2013Q3 202341
ONTARIO TEACHERS PENSION PLAN BOARD 41410.01%0.37%1.85%Q2 2013Q2 202341
OPTIMUM INVESTMENT ADVISORS 3470.03%0.13%0.20%Q3 2013Q4 202341
Vigilant Capital Management, LLC 41410.00%0.06%0.32%Q2 2013Q2 202341
BRIGHTON JONES LLC 26150.04%0.13%0.22%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.12%0.32%0.81%Q4 2013Q4 202341
Maple Capital Management, Inc. 41410.04%0.44%1.43%Q2 2013Q2 202341
CAPITAL ADVISORS INC/OK 23180.02%0.15%0.85%Q2 2013Q3 202341
EXENCIAL WEALTH ADVISORS, LLC 2290.00%0.67%1.76%Q1 2013Q3 202341
KING LUTHER CAPITAL MANAGEMENT CORP 3650.01%0.09%0.18%Q2 2013Q3 202341
Ironwood Investment Counsel, LLC 41410.08%1.34%2.01%Q2 2013Q2 202341
Ameritas Investment Partners, Inc. 41410.03%0.11%0.21%Q3 2013Q3 202341
WMS Partners, LLC 3470.05%0.57%1.26%Q2 2013Q3 202341
J.P. Morgan Private Wealth Advisors LLC 4010.04%0.53%1.13%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.02%0.34%0.76%Q3 2013Q3 202341
WOLVERINE ASSET MANAGEMENT LLC 1210.00%0.02%0.31%Q2 2013Q1 202141
Kistler-Tiffany Companies, LLC 41410.05%0.26%0.39%Q2 2013Q2 202341
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 41410.40%1.87%4.39%Q2 2013Q2 202341
INDEPENDENT INVESTORS INC 41410.05%1.72%2.75%Q2 2013Q2 202341
Grantham, Mayo, Van Otterloo & Co. LLC 3560.04%1.56%2.84%Q2 2013Q3 202341
LaFleur & Godfrey LLC 41410.04%0.86%1.57%Q2 2013Q2 202341
HARBOUR INVESTMENT MANAGEMENT LLC 41410.64%1.80%2.37%Q2 2013Q2 202341
Hartford Financial Management Inc. 3470.01%0.35%0.96%Q2 2013Q3 202341
MOODY LYNN & LIEBERSON, LLC 41410.02%0.47%2.19%Q3 2013Q3 202341
FIRST CITIZENS BANK & TRUST CO 3920.04%0.21%0.82%Q2 2013Q3 202341
TELEMUS CAPITAL, LLC 41410.02%0.38%0.90%Q3 2013Q3 202341
MARTIN & CO INC /TN/ 41410.14%0.54%1.17%Q2 2013Q2 202341
SALEM INVESTMENT COUNSELORS INC 3740.28%1.56%2.58%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.12%0.24%0.61%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.13%0.38%0.74%Q2 2013Q3 202341
HIGHLAND CAPITAL MANAGEMENT, LLC 27140.04%0.20%0.47%Q2 2013Q3 202341
Cetera Advisor Networks LLC 3470.06%0.37%0.60%Q2 2013Q3 202341
Perigon Wealth Management, LLC 4010.10%0.72%1.42%Q3 2011Q3 202341
Diversified Trust Co 3710.02%0.08%0.23%Q2 2013Q4 202341
Janney Capital Management LLC 41410.00%0.53%2.02%Q2 2013Q2 202341
TAURUS ASSET MANAGEMENT, LLC 41410.03%1.10%2.44%Q2 2013Q2 202341
COMERICA BANK 3920.01%0.33%0.49%Q2 2013Q3 202341
Wellington Shields & Co., LLC 25160.01%0.39%0.69%Q2 2013Q3 202341
Granite Investment Partners, LLC 3830.02%0.16%0.32%Q2 2013Q3 202341
Corundum Group, Inc. 21204.57%33.18%80.98%Q2 2013Q3 202341
BOWEN HANES & CO INC 4010.01%1.35%2.41%Q2 2013Q3 202341
SG Americas Securities, LLC 28130.01%0.19%0.83%Q2 2013Q3 202341
Thomasville National Bank 27130.05%0.81%1.86%Q2 2013Q3 202340
SCHNIEDERS CAPITAL MANAGEMENT LLC 40400.06%0.89%1.39%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.03%0.13%0.27%Q4 2013Q3 202340
Sabal Trust CO 40400.02%1.79%2.90%Q2 2013Q1 202340
BAILARD, INC. 3130.02%0.13%0.39%Q2 2013Q3 202340
Linscomb & Williams, Inc. 40400.01%0.08%0.28%Q2 2013Q1 202340
Perkins Coie Trust Co 40400.02%1.57%3.54%Q4 2013Q3 202340
Mechanics Bank Trust Department 40400.05%0.39%0.82%Q2 2013Q1 202340
BANK OF STOCKTON 40400.07%0.60%1.05%Q2 2013Q1 202340
Bank OZK 40400.15%0.55%1.53%Q3 2013Q2 202340
Evanson Asset Management, LLC 40400.02%0.13%0.22%Q4 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.08%0.80%1.47%Q4 2013Q3 202340
FRANKLIN STREET ADVISORS INC /NC 40400.02%0.84%2.12%Q2 2013Q1 202340
Saturna Capital CORP 25150.30%1.08%1.89%Q2 2013Q3 202340
NAPLES GLOBAL ADVISORS, LLC 40400.17%0.67%0.88%Q4 2013Q3 202340
Copeland Capital Management, LLC 40400.00%0.01%0.03%Q4 2013Q3 202340
Janney Montgomery Scott LLC 28120.13%0.33%0.52%Q2 2013Q2 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.20%2.12%3.52%Q4 2013Q3 202340
Capital Advisors, Ltd. LLC 40400.02%0.05%0.10%Q4 2013Q3 202340
Coho Partners, Ltd. 40400.00%2.24%4.03%Q2 2013Q1 202340
BOKF, NA 1690.10%0.47%0.74%Q2 2013Q3 202340
Cubic Asset Management, LLC 40400.71%1.69%2.34%Q2 2013Q1 202340
Regal Investment Advisors LLC 2710.01%0.29%0.53%Q2 2013Q3 202340
MIDDLETON & CO INC/MA 40400.04%0.11%0.18%Q2 2013Q1 202340
SUN LIFE FINANCIAL INC 40400.00%0.18%0.60%Q2 2013Q1 202340
PEDDOCK CAPITAL ADVISORS, LLC 40400.13%0.37%0.54%Q4 2013Q3 202340
FIRST MANHATTAN CO. LLC. 23170.02%0.48%0.88%Q2 2013Q3 202340
Oakworth Capital, Inc. 40400.04%0.23%0.43%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.12%0.33%0.78%Q2 2013Q1 202340
CITY HOLDING CO 40400.04%0.62%1.11%Q4 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.20%0.98%1.43%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.13%0.40%0.56%Q4 2013Q3 202340
Welch Group, LLC 40400.02%2.50%3.27%Q2 2013Q1 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.13%0.60%1.31%Q4 2013Q4 202340
FAS Wealth Partners, Inc. 40400.03%0.11%0.30%Q4 2013Q3 202340
BANQUE PICTET & CIE SA 40400.02%1.68%3.66%Q4 2013Q3 202340
Curbstone Financial Management Corp 40400.14%0.44%0.88%Q1 2014Q4 202340
WEIK CAPITAL MANAGEMENT 40400.13%1.36%2.04%Q2 2013Q1 202340
Raab & Moskowitz Asset Management LLC 40400.10%0.43%1.01%Q4 2013Q3 202340
Pettee Investors, Inc. 40400.26%0.75%1.21%Q4 2013Q3 202340
FACTORY MUTUAL INSURANCE CO 40400.08%0.16%0.31%Q2 2013Q1 202340
America First Investment Advisors, LLC 40400.00%0.01%0.02%Q2 2013Q1 202340
MARTINGALE ASSET MANAGEMENT L P 28120.00%0.29%0.74%Q2 2013Q3 202340
ATWOOD & PALMER INC 40400.00%0.03%0.11%Q4 2013Q3 202340
Meiji Yasuda Life Insurance Co 2740.01%0.16%0.42%Q2 2013Q3 202340
Murphy Pohlad Asset Management LLC 40400.14%1.39%2.90%Q2 2013Q1 202340
M. Kraus & Co 40400.15%0.31%0.42%Q4 2013Q3 202340
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 40400.02%0.15%0.24%Q2 2013Q1 202340
Verity & Verity, LLC 40400.60%1.43%2.06%Q2 2013Q1 202340
Tradewinds Capital Management, LLC 40400.01%0.10%0.32%Q4 2013Q3 202340
Burgundy Asset Management Ltd. 3730.01%0.02%0.03%Q2 2013Q3 202340
BERKSHIRE ASSET MANAGEMENT LLC/PA 3520.02%0.13%0.24%Q2 2013Q3 202340
Kentucky Retirement Systems 3730.15%0.43%0.62%Q3 2013Q3 202340
Andra AP-fonden 2260.08%0.22%0.55%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.07%0.26%0.39%Q4 2013Q3 202340
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24160.01%0.09%0.18%Q2 2013Q3 202340
BRISTOL JOHN W & CO INC /NY/ 40400.01%1.61%2.54%Q2 2013Q1 202340
PineBridge Investments, L.P. 3910.00%0.41%0.94%Q2 2013Q3 202340
Legacy Private Trust Co. 40400.04%0.09%0.12%Q4 2013Q3 202340
New England Research & Management, Inc. 40400.18%0.85%1.58%Q4 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.28%0.66%0.92%Q2 2013Q1 202340
Blume Capital Management, Inc. 40400.04%0.15%0.32%Q4 2013Q3 202340
Norman Fields, Gottscho Capital Management, LLC 40400.12%0.24%0.31%Q1 2013Q4 202240
Compagnie Lombard Odier SCmA 40400.02%0.29%0.84%Q4 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.50%1.34%5.06%Q4 2013Q3 202340
Tarbox Family Office, Inc. 40400.06%0.28%0.64%Q4 2013Q3 202340
SMITH, MOORE & CO. 40400.13%0.35%0.59%Q4 2013Q3 202340
Clark Capital Management Group, Inc. 3450.00%0.16%0.82%Q2 2013Q1 202339
Hendershot Investments Inc. 39390.70%1.37%2.33%Q2 2013Q4 202239
BARINGS LLC 39390.01%0.11%0.37%Q2 2013Q4 202239
CONGRESS ASSET MANAGEMENT CO /MA 39390.00%0.05%0.10%Q2 2013Q4 202239
Autus Asset Management, LLC 39390.13%0.30%0.57%Q2 2013Q4 202239
COMPTON CAPITAL MANAGEMENT INC /RI 39390.17%1.10%1.56%Q2 2013Q4 202239
PERKINS CAPITAL MANAGEMENT INC 28110.28%0.60%2.85%Q2 2013Q1 202339
Atlantic Union Bankshares Corp 39390.03%0.83%1.56%Q1 2014Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.58%1.74%2.43%Q2 2013Q4 202239
BRAVE ASSET MANAGEMENT INC 28110.29%0.88%1.33%Q4 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.12%0.38%0.56%Q1 2014Q3 202339
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 39390.02%0.15%0.32%Q2 2013Q4 202239
Baltimore-Washington Financial Advisors, Inc. 39390.02%1.12%2.28%Q4 2013Q2 202339
Clear Harbor Asset Management, LLC 39390.04%0.13%0.44%Q4 2013Q2 202339
CHEMUNG CANAL TRUST CO 39390.11%0.92%2.52%Q2 2013Q4 202239
PETTYJOHN, WOOD & WHITE, INC 39390.07%0.62%1.14%Q1 2014Q3 202339
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 39390.08%1.30%1.80%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.10%0.35%0.60%Q1 2014Q3 202339
Regent Investment Management LLC 39390.21%0.50%0.77%Q2 2013Q4 202239
FLPUTNAM INVESTMENT MANAGEMENT CO 2510.02%0.10%0.19%Q2 2013Q3 202339
FIRST MERCHANTS CORP 39390.02%0.65%1.20%Q2 2013Q4 202239
BANK OF THE WEST 39390.07%0.32%0.99%Q2 2013Q4 202239
GOFEN & GLOSSBERG LLC /IL/ 39390.26%0.77%1.22%Q2 2013Q4 202239
LOOMIS SAYLES & CO L P 2350.00%0.00%0.03%Q2 2013Q3 202339
DEARBORN PARTNERS LLC 39390.01%1.35%2.73%Q2 2013Q4 202239
COUNTRY TRUST BANK 39390.00%0.41%0.90%Q2 2014Q4 202339
SignalPoint Asset Management, LLC 25140.10%0.28%1.08%Q3 2013Q3 202339
CIBC Private Wealth Group, LLC 39390.01%0.06%0.10%Q1 2014Q3 202339
Advisory Services Network, LLC 27120.04%0.18%0.36%Q4 2013Q3 202339
Winch Advisory Services, LLC 39390.12%1.08%5.81%Q1 2014Q3 202339
COHEN LAWRENCE B 3710.14%1.92%3.28%Q2 2013Q3 202339
Sky Investment Group LLC 39390.04%1.22%2.24%Q4 2013Q2 202339
Private Wealth Partners, LLC 3180.09%0.42%0.69%Q2 2013Q3 202339
Baker Ellis Asset Management LLC 39390.06%0.34%0.97%Q2 2013Q4 202239
Keystone Financial Planning, Inc. 39390.17%1.30%3.43%Q1 2014Q3 202339
HALL LAURIE J TRUSTEE 13130.95%3.53%5.13%Q2 2013Q3 202339
Verition Fund Management LLC 1010.01%0.05%0.28%Q2 2013Q3 202339
Boston Common Asset Management, LLC 39390.02%0.61%1.14%Q2 2013Q4 202239
Capital Investment Counsel, Inc 39390.06%0.30%1.09%Q2 2013Q4 202239
Blue Edge Capital, LLC 21180.16%0.44%0.90%Q4 2013Q3 202339
Dynamic Advisor Solutions LLC 3530.00%0.20%0.46%Q4 2013Q3 202339
Spears Abacus Advisors LLC 39390.02%0.10%0.18%Q2 2013Q4 202239
MARK SHEPTOFF FINANCIAL PLANNING, LLC 39390.06%0.51%0.88%Q1 2014Q3 202339
Moors & Cabot, Inc. 39390.10%0.46%0.72%Q1 2014Q3 202339
Avior Wealth Management, LLC 39390.06%0.27%0.76%Q1 2014Q3 202339
Brookstone Capital Management 38380.02%0.09%0.28%Q2 2014Q3 202338
Stillwater Investment Management, LLC 38380.53%1.88%3.83%Q4 2013Q1 202338
Aureus Asset Management, LLC 38380.02%0.62%2.55%Q2 2013Q3 202238
Ashfield Capital Partners, LLC 38380.31%0.75%1.54%Q2 2013Q3 202238
Citizens Business Bank 38380.08%0.35%0.60%Q4 2012Q1 202238
Covington Capital Management 38380.24%0.71%1.03%Q2 2013Q3 202238
HighTower Trust Company, N.A. 38380.03%0.65%1.76%Q4 2013Q1 202338
PATHSTONE FAMILY OFFICE, LLC 2750.01%0.05%0.27%Q2 2013Q3 202338
CHELSEA COUNSEL CO 38381.93%4.19%7.46%Q2 2013Q3 202238
Coastline Trust Co 38380.08%0.32%0.47%Q2 2013Q3 202238
INTACT INVESTMENT MANAGEMENT INC. 38380.01%0.24%0.51%Q2 2014Q3 202338
MU Investments Co., Ltd. 38381.89%3.31%4.35%Q2 2013Q3 202238
Petrus Trust Company, LTA 3610.05%1.00%1.55%Q4 2012Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.05%0.07%0.11%Q2 2013Q3 202238
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3710.02%0.08%0.17%Q2 2013Q4 202238
Newman Dignan & Sheerar, Inc. 19190.01%0.19%0.51%Q2 2013Q4 202238
Maryland Capital Management 38380.04%0.10%0.23%Q2 2013Q3 202238
ACG Wealth 38380.12%7.35%12.56%Q2 2013Q3 202238
American Research & Management Co. 38380.01%0.05%0.10%Q2 2013Q3 202238
ALTFEST L J & CO INC 3620.10%0.46%0.94%Q4 2013Q3 202338
DEAN INVESTMENT ASSOCIATES, LLC 38380.31%0.81%1.23%Q2 2013Q3 202238
ARGUS INVESTORS' COUNSEL, INC. 38380.81%1.86%2.33%Q2 2013Q3 202238
Baldwin Investment Management, LLC 38380.06%0.35%0.49%Q2 2013Q3 202238
Grassi Investment Management 38380.14%1.05%1.65%Q2 2014Q3 202338
Richard Bernstein Advisors LLC 38380.02%0.43%1.02%Q2 2013Q3 202238
CYPRESS CAPITAL MANAGEMENT LLC 38380.29%0.49%0.94%Q2 2013Q3 202238
BTR CAPITAL MANAGEMENT INC 38380.10%0.18%0.34%Q2 2013Q3 202238
JFS WEALTH ADVISORS, LLC 38380.00%0.02%0.03%Q2 2014Q3 202338
EATON VANCE MANAGEMENT 38380.14%0.41%0.70%Q2 2013Q3 202238
THOMAS STORY & SON LLC 38382.58%3.77%5.47%Q2 2013Q3 202238
TD Capital Management LLC 2050.00%0.04%0.12%Q2 2013Q3 202338
WHALEROCK POINT PARTNERS, LLC 28100.07%0.25%0.55%Q4 2013Q2 202338
DOWLING & YAHNKE LLC 38380.15%0.58%0.80%Q2 2013Q3 202238
Liberty Capital Management, Inc. 28100.07%0.23%0.32%Q3 2013Q1 202338
ROOSEVELT INVESTMENT GROUP LLC 38380.02%0.40%1.73%Q2 2013Q3 202238
ARROWGRASS CAPITAL PARTNERS (US) LP 1140.01%0.06%0.24%Q2 2015Q3 201938
Archford Capital Strategies, LLC 22160.00%0.38%0.90%Q1 2014Q3 202338
NTV ASSET MANAGEMENT LLC 27100.05%0.10%0.16%Q2 2013Q3 202337
Bank Pictet & Cie (Europe) AG 37370.19%0.62%1.34%Q4 2013Q4 202237
Candriam S.C.A. 36360.03%0.29%0.99%Q4 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.54%1.35%1.82%Q2 2013Q2 202237
Cranbrook Wealth Management, LLC 3610.01%0.05%0.10%Q4 2013Q3 202337
FIRST HAWAIIAN BANK 37370.01%0.06%0.12%Q2 2013Q2 202237
SMITH CHAS P & ASSOCIATES PA CPAS 3430.02%0.50%2.25%Q2 2013Q3 202237
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1840.00%0.17%0.83%Q4 2013Q3 202337
Silver Lake Advisory, LLC 37370.74%1.76%2.38%Q4 2013Q4 202237
ADVISOR PARTNERS LLC 37370.22%0.55%0.80%Q2 2013Q2 202237
CAPE ANN SAVINGS BANK 1710.33%1.65%2.74%Q2 2013Q3 202337
BANK OF NOVA SCOTIA TRUST CO 2920.02%0.45%1.30%Q2 2013Q2 202337
ALBION FINANCIAL GROUP /UT 1740.00%0.17%0.37%Q2 2013Q3 202337
South Dakota Investment Council 37370.04%0.11%0.27%Q3 2014Q3 202337
BALASA DINVERNO & FOLTZ LLC 37370.02%0.08%0.15%Q2 2013Q2 202237
DIXON HUBARD FEINOUR & BROWN INC/VA 37370.11%0.39%0.62%Q2 2013Q2 202237
Wallington Asset Management, LLC 37370.78%2.53%4.04%Q2 2013Q2 202237
AGF INVESTMENTS INC. 37370.05%0.54%0.86%Q3 2013Q3 202237
Willis Investment Counsel 37370.09%1.11%2.77%Q3 2014Q3 202337
SIGMA INVESTMENT COUNSELORS INC 37370.02%0.48%0.85%Q2 2013Q2 202237
HALBERT HARGROVE GLOBAL ADVISORS, LLC 37370.02%0.11%1.16%Q3 2014Q3 202337
CADENCE BANK NA 37370.16%0.98%1.57%Q2 2013Q2 202237
D'Orazio & Associates, Inc. 3510.02%0.05%0.09%Q4 2013Q2 202337
Highlander Capital Management, LLC 3610.04%0.26%0.59%Q2 2013Q3 202337
PUZO MICHAEL J 37370.15%3.23%4.47%Q4 2012Q4 202137
Stonebridge Capital Advisors LLC 37370.24%0.43%0.61%Q4 2013Q4 202237
Freedom Investment Management, Inc. 3610.03%0.10%0.15%Q1 2013Q2 202237
Saratoga Research & Investment Management 19180.56%2.72%5.74%Q2 2013Q3 202337
Addison Capital Co 37370.13%0.29%0.53%Q4 2013Q4 202237
Mondrian Investment Partners LTD 37370.00%0.07%0.59%Q2 2013Q2 202237
SFE Investment Counsel 3340.10%0.58%1.18%Q2 2013Q3 202237
Windsor Capital Management, LLC 37370.09%0.20%0.42%Q2 2013Q2 202237
JOHN G ULLMAN & ASSOCIATES INC 37370.18%1.24%3.01%Q2 2013Q2 202237
Columbia Asset Management 3010.65%1.67%2.32%Q4 2013Q3 202337
Stratos Wealth Partners, LTD. 2890.07%0.15%0.45%Q2 2014Q3 202337
McKinley Carter Wealth Services, Inc. 37370.10%0.74%1.63%Q4 2013Q4 202237
PITTENGER & ANDERSON INC 37370.00%0.30%0.44%Q2 2013Q2 202237
Edgemoor Investment Advisors, Inc. 37371.16%2.09%2.70%Q2 2013Q2 202237
Fiera Capital Corp 3340.00%1.10%2.23%Q2 2013Q4 202237
CONFLUENCE INVESTMENT MANAGEMENT LLC 37370.89%1.72%2.09%Q2 2013Q2 202237
PENSIOENFONDS RAIL & OV 37370.46%2.86%3.72%Q2 2013Q2 202237
National Pension Service 37370.16%0.39%0.57%Q3 2014Q3 202337
Allen Investment Management, LLC 37370.01%0.13%0.27%Q3 2014Q3 202337
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2980.00%0.12%0.58%Q2 2013Q3 202337
GARLAND CAPITAL MANAGEMENT INC 37372.30%3.57%4.59%Q2 2013Q2 202237
SIT INVESTMENT ASSOCIATES INC 37370.01%0.41%0.81%Q2 2013Q2 202237
Roof Eidam Maycock Peralta, LLC 36360.12%0.60%1.44%Q4 2014Q3 202336
ARGI Investment Services, LLC 36360.03%0.07%0.22%Q1 2014Q4 202236
KINGS POINT CAPITAL MANAGEMENT 36360.03%0.06%0.13%Q2 2013Q1 202236
National Mutual Insurance Federation of Agricultural Cooperatives 36360.02%0.07%0.17%Q2 2013Q1 202236
NewEdge Advisors, LLC 36360.04%0.77%2.35%Q4 2014Q3 202336
First Personal Financial Services 36360.06%0.27%0.66%Q4 2014Q3 202336
PICTET ASSET MANAGEMENT LTD 33330.02%0.42%0.78%Q2 2013Q2 202136
Buckingham Capital Management, Inc. 2790.04%0.29%0.65%Q2 2013Q3 202236
Affiance Financial, LLC 36360.51%1.20%2.29%Q4 2014Q3 202336
Stonehage Fleming Financial Services Holdings Ltd 36360.00%1.90%5.06%Q4 2014Q3 202336
EagleClaw Capital Managment, LLC 36360.07%0.24%0.50%Q1 2014Q4 202236
FAGAN ASSOCIATES, INC. 36360.12%0.43%0.77%Q1 2014Q4 202236
SEI INVESTMENTS CO 36360.01%0.09%0.30%Q4 2014Q3 202336
Burt Wealth Advisors 36360.06%0.35%0.84%Q4 2014Q3 202336
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1670.02%0.08%0.26%Q2 2013Q4 202236
Northeast Financial Consultants Inc 20160.02%0.09%0.17%Q4 2013Q4 202236
Formidable Asset Management, LLC 1810.00%0.28%0.54%Q3 2013Q3 202336
Conestoga Capital Advisors, LLC 36360.00%0.03%0.05%Q1 2013Q4 202136
Gotham Asset Management, LLC 3110.00%0.27%0.71%Q2 2013Q3 202336
Glenview Trust Co 2810.09%0.59%2.12%Q4 2008Q3 202336
Sigma Planning Corp 36360.09%0.20%0.45%Q4 2014Q3 202336
FAYEZ SAROFIM & CO 3510.02%0.04%0.09%Q2 2013Q2 202236
RATIONAL ADVISORS LLC 1320.00%0.39%1.42%Q4 2009Q3 202036
Alberta Investment Management Corp 1620.02%0.12%0.26%Q2 2013Q3 202336
DAVIDSON INVESTMENT ADVISORS 36360.04%1.09%2.07%Q2 2013Q1 202236
PALLADIUM PARTNERS LLC 36360.06%0.13%0.16%Q2 2013Q1 202236
ADELL HARRIMAN & CARPENTER INC 2710.02%0.06%0.11%Q2 2013Q4 202236
Tweedy, Browne Co LLC 36361.66%3.06%4.71%Q2 2013Q1 202236
Barrett Asset Management, LLC 36360.24%1.86%2.67%Q2 2013Q1 202236
IBM Retirement Fund 36360.19%0.42%0.66%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.15%0.33%0.52%Q2 2013Q1 202236
Legacy Capital Partners, Inc. 36360.76%1.42%1.94%Q2 2013Q1 202236
Azimuth Capital Management LLC 36360.28%0.74%1.25%Q2 2013Q1 202236
VALLEY NATIONAL ADVISERS INC 36360.05%0.18%0.44%Q4 2014Q3 202336
Meristem Family Wealth, LLC 36360.41%1.44%1.93%Q2 2013Q1 202236
Argent Trust Co 36360.20%1.81%3.75%Q4 2014Q3 202336
CYPRESS ASSET MANAGEMENT INC/TX 36360.08%0.52%0.97%Q2 2013Q1 202236
SVB WEALTH LLC 36360.04%0.29%0.72%Q4 2014Q3 202336
PARADIGM ASSET MANAGEMENT CO LLC 2420.03%0.50%0.84%Q2 2013Q3 202336
Alpha Cubed Investments, LLC 36360.02%0.47%2.12%Q4 2013Q3 202236
Riggs Asset Managment Co. Inc. 24120.00%0.18%1.55%Q3 2014Q3 202336
VICTORY CAPITAL MANAGEMENT INC 3410.00%0.08%0.20%Q3 2013Q3 202336
BRIDGEWAY CAPITAL MANAGEMENT, LLC 3410.01%0.29%0.70%Q2 2013Q4 202236
AIMZ Investment Advisors, LLC 36360.22%0.75%1.17%Q4 2014Q3 202336
AMF Tjanstepension AB 36360.06%0.67%1.31%Q4 2014Q3 202336
St. Johns Investment Management Company, LLC 3420.01%0.98%1.42%Q1 2014Q3 202336
Northstar Group, Inc. 36360.07%0.76%1.10%Q4 2014Q3 202336
MCDANIEL TERRY & CO 36360.07%3.59%4.76%Q2 2013Q1 202236
Bray Capital Advisors 36360.12%0.60%1.76%Q4 2014Q3 202336
Diligent Investors, LLC 36360.13%0.29%0.45%Q4 2014Q3 202336
Godshalk Welsh Capital Management, Inc. 36360.17%0.53%0.92%Q4 2014Q3 202336
SALEM CAPITAL MANAGEMENT INC 36360.38%0.72%0.92%Q2 2013Q1 202236
Pinnacle Wealth Management Advisory Group, LLC 36360.05%0.82%1.46%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.26%0.94%2.41%Q4 2014Q3 202336
People's United Financial, Inc. 36360.10%0.73%1.22%Q2 2013Q1 202236
Livingston Group Asset Management CO (operating as Southport Capital Management) 36360.08%0.98%1.62%Q2 2013Q1 202236
NORRIS PERNE & FRENCH LLP/MI 36360.02%0.15%0.58%Q2 2013Q1 202236
NorthRock Partners, LLC 36360.07%0.42%1.88%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.06%0.22%0.33%Q4 2014Q3 202336
FISHMAN JAY A LTD/MI 36360.02%0.08%0.13%Q2 2013Q1 202236
Gratus Capital, LLC 36360.07%1.14%2.49%Q4 2014Q3 202336
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.19%0.25%0.33%Q4 2014Q3 202336
Community Bank, N.A. 36360.03%0.81%1.25%Q4 2014Q3 202336
Segment Wealth Management, LLC 36360.02%0.98%1.53%Q2 2013Q1 202236
TRUST CO OF OKLAHOMA 2880.20%0.68%1.24%Q2 2013Q2 202236
Sunbelt Securities, Inc. 36360.06%0.42%0.93%Q4 2014Q3 202336
Glassman Wealth Services 36360.02%0.05%0.12%Q4 2014Q3 202336
MV CAPITAL MANAGEMENT, INC. 36360.04%0.11%0.23%Q4 2014Q3 202336
Edge Wealth Management LLC 35350.00%0.01%0.02%Q2 2013Q4 202135
TDAM USA INC. 35350.48%1.16%1.96%Q2 2013Q4 202135
Waverly Advisors, LLC 2710.01%0.12%0.38%Q2 2013Q3 202335
ROPES WEALTH ADVISORS LLC 35350.40%1.15%1.72%Q1 2015Q3 202335
Pensionfund DSM Netherlands 35350.18%0.79%1.24%Q2 2013Q4 202135
REILLY FINANCIAL ADVISORS, LLC 35350.01%0.03%0.15%Q2 2013Q4 202135
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.04%0.17%0.52%Q1 2015Q3 202335
Aspen Investment Management Inc 2610.11%0.20%0.31%Q3 2013Q3 202335
Allworth Financial LP 35350.01%0.02%0.06%Q1 2015Q3 202335
Epoch Investment Partners, Inc. 2870.00%0.09%0.48%Q2 2013Q3 202335
Country Club Trust Company, n.a. 35350.16%0.25%0.40%Q2 2013Q4 202135
AMI ASSET MANAGEMENT CORP 2420.01%1.34%3.40%Q2 2013Q2 202235
NATIXIS 1430.01%0.36%1.59%Q3 2013Q3 202335
SMITHBRIDGE ASSET MANAGEMENT INC/DE 35350.66%1.54%2.57%Q1 2013Q3 202135
Somerset Trust Co 35351.14%1.83%2.58%Q4 2013Q2 202235
SPIRIT OF AMERICA MANAGEMENT CORP/NY 3320.02%0.17%0.53%Q2 2013Q1 202235
Trust Co 35350.00%0.13%0.28%Q1 2015Q3 202335
Exchange Capital Management, Inc. 2910.00%0.50%0.99%Q1 2014Q3 202335
FIRST MIDWEST BANK TRUST DIVISION 35350.22%0.48%0.85%Q2 2013Q4 202135
Koshinski Asset Management, Inc. 19160.17%0.37%0.74%Q4 2014Q3 202335
AllSquare Wealth Management LLC 25100.01%0.03%0.07%Q4 2014Q3 202335
PATTON ALBERTSON MILLER GROUP, LLC 1810.03%0.31%1.38%Q2 2013Q3 202335
SEIZERT CAPITAL PARTNERS, LLC 1410.01%0.04%0.12%Q2 2013Q3 202335
Cypress Capital Management LLC (WY) 25100.08%0.27%0.58%Q4 2014Q3 202335
CULLINAN ASSOCIATES INC 35350.05%0.61%1.03%Q1 2015Q3 202335
SOL Capital Management CO 35350.04%0.14%0.19%Q2 2013Q4 202135
GOULD ASSET MANAGEMENT LLC /CA/ 3320.07%1.66%2.28%Q2 2013Q2 202235
Heritage Wealth Advisors 35350.01%0.11%0.25%Q1 2015Q3 202335
Carroll Financial Associates, Inc. 35350.07%0.31%0.75%Q2 2013Q4 202135
TIEMANN INVESTMENT ADVISORS, LLC 35350.33%0.64%0.83%Q4 2013Q2 202235
Chesley Taft & Associates LLC 35350.58%1.16%1.62%Q2 2013Q4 202135
FIL Ltd 1710.00%0.03%0.20%Q2 2013Q3 202335
Sippican Capital Advisors 2250.17%0.57%1.81%Q3 2014Q3 202335
Beaumont Financial Partners, LLC 2780.01%0.06%0.10%Q2 2013Q3 202235
CHICAGO TRUST Co NA 35350.19%0.99%1.92%Q1 2015Q3 202335
HOLDERNESS INVESTMENTS CO 22130.19%0.44%0.64%Q4 2014Q3 202335
Connor, Clark & Lunn Investment Management Ltd. 22130.01%0.12%0.29%Q4 2014Q3 202335
Waldron Private Wealth LLC 3310.03%0.08%0.14%Q2 2014Q3 202335
GRIFFIN ASSET MANAGEMENT, INC. 24110.14%1.01%1.59%Q2 2013Q1 202335
Callahan Advisors, LLC 35350.07%0.31%1.17%Q2 2014Q4 202235
Garrison Asset Management, LLC 35351.30%2.04%2.56%Q2 2013Q4 202135
SSI INVESTMENT MANAGEMENT LLC 2770.01%0.03%0.12%Q2 2013Q4 202134
Progressive Investment Management Corp 34340.17%1.61%3.65%Q2 2015Q3 202334
ROWLANDMILLER & PARTNERS.ADV 34340.14%0.39%0.58%Q4 2014Q1 202334
SECURITY NATIONAL TRUST CO 34341.31%1.79%2.31%Q2 2013Q3 202134
Granite Investment Advisors, LLC 34340.13%0.33%1.26%Q2 2013Q3 202134
CIM INVESTMENT MANAGEMENT INC 3220.16%0.30%0.46%Q2 2013Q3 202334
Sheaff Brock Investment Advisors, LLC 32320.02%0.19%0.74%Q4 2015Q3 202334
FARR MILLER & WASHINGTON LLC/DC 34340.23%0.36%0.52%Q2 2013Q3 202134
Cetera Investment Advisers 32320.00%0.15%0.24%Q4 2015Q3 202334
OARSMAN CAPITAL, INC. 2710.08%0.18%0.27%Q2 2013Q1 202234
QUADRANT CAPITAL GROUP LLC 34340.04%0.27%0.59%Q2 2015Q3 202334
INTRUST BANK NA 2770.05%0.11%0.23%Q2 2013Q4 202134
Personal Capital Advisors Corp 34340.00%0.42%0.83%Q3 2014Q4 202234
Horizon Investments, LLC 1150.01%0.12%0.34%Q2 2014Q3 202334
GIRARD PARTNERS LTD. 17170.03%0.66%2.24%Q4 2013Q2 202234
BEACON INVESTMENT ADVISORY SERVICES, INC. 34340.01%0.23%0.85%Q2 2015Q3 202334
FULTON BREAKEFIELD BROENNIMAN LLC 1710.02%0.26%0.60%Q2 2013Q3 202334
Pensionfund Sabic 34340.43%0.78%1.04%Q1 2015Q2 202334
INSPIRION WEALTH ADVISORS, LLC 3130.05%0.26%0.53%Q4 2014Q3 202334
Alexandria Capital, LLC 34340.00%0.04%0.09%Q2 2013Q3 202134
Capula Management Ltd 720.01%0.18%0.80%Q3 2019Q1 202334
CITIZENS & NORTHERN CORP 34340.17%0.35%0.50%Q2 2013Q3 202134
COOKE & BIELER LP 17170.00%1.17%2.68%Q2 2013Q3 202234
HOLLENCREST CAPITAL MANAGEMENT 2820.01%0.04%0.08%Q4 2013Q3 202334
Jump Trading, LLC 1210.00%0.08%0.69%Q3 2013Q1 201934
Winfield Associates, Inc. 34340.21%0.67%0.96%Q4 2013Q1 202234
Page Arthur B 34340.25%2.83%4.42%Q4 2013Q1 202234
Peak Asset Management, LLC 34340.07%0.26%0.54%Q2 2015Q3 202334
World Asset Management Inc 34340.29%0.39%0.47%Q2 2013Q3 202134
CWM, LLC 2420.01%0.02%0.05%Q3 2013Q3 202334
Altavista Wealth Management, Inc. 2770.12%0.39%3.02%Q2 2013Q4 202134
Baird Financial Group, Inc. 34340.05%0.33%0.48%Q2 2015Q3 202334
VIRGINIA RETIREMENT SYSTEMS ET AL 2120.10%0.41%0.78%Q2 2013Q4 202234
Plancorp, LLC 2810.02%0.32%0.72%Q4 2013Q3 202334
COLONY GROUP LLC 2610.00%0.07%0.16%Q4 2013Q3 202334
PIONEER TRUST BANK N A/OR 2720.08%0.20%0.46%Q2 2013Q1 202334
MONETA GROUP INVESTMENT ADVISORS LLC 1210.00%0.13%0.37%Q3 2012Q3 202334
Cabot-Wellington, LLC 34340.10%0.17%0.32%Q2 2013Q3 202134
Fiduciary Group LLC 34340.07%0.94%1.44%Q2 2015Q3 202334
Brown Capital Management 2770.00%0.01%0.04%Q2 2013Q4 202134
CCM INVESTMENT ADVISERS LLC 2770.04%0.81%1.98%Q2 2013Q1 202234
INTEGRAL DERIVATIVES, LLC 18180.01%0.50%2.23%Q4 2013Q1 201834
AMP Capital Investors Ltd 34340.20%0.34%0.45%Q2 2013Q3 202134
Simplicity Solutions, LLC 34340.02%0.14%0.41%Q2 2015Q3 202334
NewSquare Capital LLC 34340.00%0.13%0.41%Q2 2015Q3 202334
Fidelity National Financial, Inc. 34340.10%1.68%6.42%Q2 2015Q3 202334
Osher Van de Voorde Investment Management 33330.11%3.22%5.06%Q2 2013Q2 202133
WEYBOSSET RESEARCH & MANAGEMENT LLC 1810.09%0.25%0.36%Q2 2013Q2 202233
Versant Capital Management, Inc 33330.00%0.06%0.14%Q4 2015Q4 202333
QS Investors, LLC 33330.02%0.07%0.30%Q2 2013Q2 202133
Homrich & Berg 3210.04%0.13%0.22%Q2 2013Q3 202133
Sequoia Financial Advisors, LLC 3110.04%0.10%0.26%Q2 2014Q3 202333
CPWM, LLC 2940.04%0.11%0.22%Q2 2014Q3 202233
BP PLC 33330.11%0.41%0.71%Q2 2013Q2 202133
Notis-McConarty Edward 33330.09%2.49%3.56%Q4 2013Q4 202133
SEARLE & CO. 2760.10%0.37%0.52%Q4 2014Q1 202333
BENEDICT FINANCIAL ADVISORS INC 33330.29%0.69%0.99%Q4 2014Q4 202233
Cable Hill Partners, LLC 33330.04%0.12%0.50%Q4 2014Q4 202233
PINNACLE FINANCIAL PARTNERS INC 33330.04%0.19%0.41%Q3 2015Q3 202333
ELM ADVISORS, LLC 33330.32%0.52%0.67%Q4 2013Q4 202133
West Coast Financial LLC 33330.06%1.32%2.36%Q2 2013Q2 202133
Gilman Hill Asset Management, LLC 23100.07%0.64%1.83%Q2 2013Q3 202333
COMMERZBANK AKTIENGESELLSCHAFT /FI 2850.08%0.41%1.23%Q2 2013Q3 202333
EDMOND DE ROTHSCHILD HOLDING S.A. 33330.00%0.05%0.13%Q2 2015Q2 202333
Perpetual Ltd 2820.01%0.09%0.16%Q1 2013Q3 202333
BLUESTEIN R H & CO LLC 2010.01%0.30%1.33%Q2 2013Q3 202233
Brown Advisory Securities, LLC 33330.07%0.43%0.64%Q2 2013Q2 202133
Cambridge Advisors Inc. 33330.06%0.16%0.31%Q4 2014Q4 202233
ALLSTATE CORP 1710.03%0.24%1.34%Q2 2013Q4 202233
Employees Retirement System of Texas 33330.01%0.18%0.44%Q2 2013Q2 202133
CIBC WORLD MARKETS CORP 3030.05%0.32%0.73%Q2 2015Q3 202333
Blue Chip Partners, LLC 33330.01%0.10%0.21%Q4 2014Q4 202233
BADGLEY PHELPS & BELL INC 33330.04%0.07%0.14%Q2 2013Q2 202133
MARATHON ASSET MANAGEMENT LLP 33330.36%1.37%4.42%Q2 2013Q2 202133
Ironwood Financial, llc 2940.00%0.03%0.11%Q4 2014Q1 202333
Eagle Ridge Investment Management 33330.11%0.90%1.75%Q3 2015Q3 202333
USCA RIA LLC 33330.03%0.08%0.22%Q2 2013Q2 202133
Capital Analysts, LLC 33330.00%0.16%0.50%Q3 2015Q3 202333
ARCADIA INVESTMENT MANAGEMENT CORP/MI 33330.06%0.14%0.23%Q2 2013Q2 202133
Pacer Advisors, Inc. 3210.00%0.19%0.42%Q4 2013Q3 202333
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.18%0.44%0.79%Q2 2013Q2 202133
Caprock Group, LLC 3120.04%0.28%0.52%Q2 2015Q3 202333
Family Firm, Inc. 1820.07%0.15%0.22%Q4 2014Q2 202333
Paragon Capital Management Ltd 1430.12%0.56%1.07%Q2 2013Q2 202233
ProVise Management Group, LLC 2220.02%0.22%0.68%Q2 2013Q3 202333
CHARTWELL INVESTMENT PARTNERS, LLC 32320.05%0.12%0.27%Q2 2014Q1 202232
VAN ECK ASSOCIATES CORP 22100.00%0.11%0.60%Q4 2014Q3 202332
Gerber Kawasaki Wealth & Investment Management 32320.01%0.12%0.34%Q4 2015Q3 202332
Brinker Capital Investments, LLC 2110.00%0.01%0.05%Q4 2013Q4 202232
OLD REPUBLIC INTERNATIONAL CORP 16160.05%1.24%2.31%Q4 2013Q2 202232
Bison Wealth, LLC 2840.06%0.27%0.41%Q4 2014Q3 202332
WIMMER ASSOCIATES 1, LLC 32321.23%3.22%6.01%Q4 2015Q3 202332
Asset Dedication, LLC 32320.14%0.47%0.94%Q4 2015Q3 202332
Well Done, LLC 32320.07%0.17%0.26%Q4 2015Q3 202332
TWO SIGMA ADVISERS, LP 1110.00%0.12%0.76%Q3 2013Q3 202332
DUPONT CAPITAL MANAGEMENT CORP 17150.00%0.09%0.33%Q2 2014Q4 202232
First PREMIER Bank 32320.01%0.14%0.32%Q4 2015Q3 202332
AMERICAN NATIONAL BANK 2840.01%0.14%0.31%Q3 2014Q3 202332
CITIZENS FINANCIAL GROUP INC/RI 32320.05%0.25%0.49%Q4 2015Q3 202332
HARDING LOEVNER LP 3020.00%0.86%1.43%Q2 2013Q2 202132
Cornerstone Advisory, LLC 32320.07%0.29%0.60%Q4 2015Q3 202332
LSV ASSET MANAGEMENT 1440.00%0.01%0.07%Q2 2013Q3 202332
Bristlecone Advisors, LLC 32320.15%0.35%0.74%Q4 2015Q3 202332
Community Bank & Trust, Waco, Texas 32320.10%0.40%0.67%Q4 2015Q3 202332
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.38%0.80%1.22%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.05%0.13%0.27%Q1 2016Q4 202332
BBVA USA Bancshares, Inc. 32320.14%0.40%0.61%Q2 2013Q1 202132
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.30%0.84%1.16%Q2 2013Q4 202332
EVERMAY WEALTH MANAGEMENT LLC 2750.03%0.18%0.44%Q2 2014Q3 202332
ADVISORS MANAGEMENT GROUP INC /ADV 32320.19%0.31%0.45%Q4 2015Q3 202332
Grove Bank & Trust 32320.03%0.25%0.59%Q4 2015Q3 202332
Gemmer Asset Management LLC 32320.01%0.04%0.11%Q2 2014Q1 202232
Skandinaviska Enskilda Banken AB (publ) 32320.07%0.28%0.76%Q4 2015Q3 202332
Lenox Wealth Advisors, LLC 1950.00%0.02%0.05%Q2 2013Q1 202232
BRR OpCo, LLC 1540.02%0.22%0.51%Q2 2013Q3 202232
Biondo Investment Advisors, LLC 32320.87%1.17%1.45%Q3 2015Q2 202332
Pictet North America Advisors SA 3020.03%0.09%0.23%Q4 2013Q1 202232
LINCOLN NATIONAL CORP 32320.02%0.05%0.09%Q4 2015Q3 202332
SECURITY NATIONAL BANK OF SO DAK 2660.14%0.45%0.60%Q2 2013Q4 202232
SCHAFER CULLEN CAPITAL MANAGEMENT INC 32321.19%1.61%2.22%Q2 2013Q1 202132
Carlton Hofferkamp & Jenks Wealth Management, LLC 3110.17%0.67%0.98%Q2 2013Q3 202332
Nadler Financial Group, Inc. 3010.03%0.14%0.25%Q2 2013Q4 202132
HOME FEDERAL BANK OF TENNESSEE 32320.41%0.96%1.45%Q4 2015Q3 202332
NEW ENGLAND ASSET MANAGEMENT INC 32320.00%0.05%0.08%Q1 2015Q4 202232
PHYSICIANS FINANCIAL SERVICES, INC. 32320.60%1.72%2.40%Q4 2015Q3 202332
Princeton Portfolio Strategies Group LLC 3110.14%0.31%0.42%Q2 2013Q2 202132
Alpha Omega Wealth Management LLC 32320.02%0.07%0.10%Q4 2015Q3 202332
MARCO INVESTMENT MANAGEMENT LLC 21110.03%0.07%0.16%Q4 2014Q1 202332
Baker Chad R 32320.38%1.43%2.60%Q4 2015Q3 202332
ORRSTOWN FINANCIAL SERVICES INC 2650.22%1.25%1.63%Q2 2013Q3 202131
Patten Group, Inc. 31310.09%0.96%1.54%Q4 2014Q2 202231
FRG Family Wealth Advisors LLC 3010.12%0.54%1.10%Q4 2015Q3 202331
Main Street Research LLC 2710.02%0.08%0.17%Q2 2013Q4 202131
MISSION WEALTH MANAGEMENT, LP 31310.02%0.11%0.26%Q1 2016Q3 202331
Frontier Wealth Management LLC 31310.04%0.37%0.55%Q4 2014Q2 202231
BANK PICTET & CIE (ASIA) LTD 2920.23%3.73%5.74%Q1 2015Q4 202231
Jackson, Grant Investment Advisers, Inc. 2470.01%0.08%0.18%Q4 2015Q3 202331
Fayerweather Charles 31311.62%4.05%5.21%Q4 2012Q2 202031
IFP Advisors, Inc 17140.01%0.11%0.27%Q4 2015Q3 202331
Kovitz Investment Group Partners, LLC 31310.02%0.06%0.21%Q1 2016Q3 202331
First Heartland Consultants, Inc. 1290.01%0.08%0.16%Q2 2014Q2 202231
Geneos Wealth Management Inc. 31310.05%0.16%0.31%Q1 2016Q3 202331
Aperio Group, LLC 31310.19%0.44%0.69%Q2 2013Q4 202031
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2380.17%0.53%0.77%Q4 2014Q2 202331
HARVEY CAPITAL MANAGEMENT INC 31310.27%0.44%2.41%Q4 2013Q2 202131
TRUE Private Wealth Advisors 18130.03%0.31%0.64%Q4 2015Q3 202331
Hamilton Point Investment Advisors, LLC 2830.09%1.08%1.43%Q3 2015Q3 202331
HALL CAPITAL MANAGEMENT CO INC 1740.14%1.17%2.74%Q4 2014Q3 202331
Douglas Lane & Associates, LLC 31310.01%0.06%0.19%Q1 2016Q3 202331
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1830.05%0.60%1.38%Q4 2014Q3 202331
PERRITT CAPITAL MANAGEMENT INC 2740.01%0.14%0.22%Q2 2013Q3 202331
Simmons Bank 31310.02%0.14%0.26%Q1 2016Q3 202331
Private Wealth Advisors, Inc. 31310.49%0.59%0.72%Q2 2013Q4 202031
Point72 Hong Kong Ltd 810.01%0.11%0.37%Q4 2015Q3 202231
Hikari Power Ltd 31311.01%3.58%5.60%Q1 2016Q3 202331
Ally Financial Inc. 2310.16%0.72%1.38%Q1 2014Q3 202331
Opus Capital Group, LLC 2510.03%0.20%0.45%Q2 2013Q4 202131
Wealth Architects, LLC 31310.04%0.67%1.51%Q4 2014Q2 202231
MCRAE CAPITAL MANAGEMENT INC 2650.04%0.12%0.15%Q2 2013Q4 202131
Freestone Capital Holdings, LLC 1630.00%0.04%0.11%Q3 2015Q3 202331
MASON STREET ADVISORS, LLC 31310.16%0.32%0.45%Q2 2013Q4 202031
Peregrine Asset Advisers, Inc. 2210.11%0.22%0.47%Q2 2013Q1 202231
First Eagle Investment Management, LLC 31310.82%2.04%2.50%Q2 2013Q4 202031
Balentine LLC 19120.00%0.02%0.10%Q1 2015Q3 202331
Gibson Capital, LLC 1630.04%0.08%0.10%Q4 2014Q1 202331
Sutton Wealth Advisors Inc. 31310.07%0.12%0.17%Q1 2016Q3 202331
Intersect Capital LLC 31310.06%0.22%0.34%Q4 2014Q2 202231
GAM Holding AG 31310.08%0.32%1.05%Q2 2013Q4 202031
Stockman Wealth Management, Inc. 31310.15%1.09%3.57%Q4 2014Q2 202231
GLENVIEW STATE BANK TRUST DEPT. 31310.34%0.57%0.75%Q4 2013Q2 202131
Covington Investment Advisors Inc. 31310.44%0.72%0.90%Q2 2013Q4 202031
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2710.02%0.08%0.12%Q2 2013Q1 202230
HARTLINE INVESTMENT CORP/ 30300.05%0.80%1.66%Q2 2013Q3 202030
AMUNDI ASSET MANAGEMENT US, INC. 1510.12%0.57%1.32%Q4 2012Q1 202130
Lincoln Capital LLC 30300.05%0.17%0.24%Q4 2014Q1 202230
HOWARD CAPITAL MANAGEMENT 30300.09%0.19%0.23%Q1 2013Q2 202030
First Allied Advisory Services, Inc. 30300.19%0.31%0.41%Q2 2013Q3 202030
BerganKDV Wealth Management, LLC 30300.11%0.59%0.99%Q1 2016Q2 202330
Snowden Capital Advisors LLC 2280.07%0.16%0.32%Q1 2016Q3 202330
NORTH AMERICAN MANAGEMENT CORP 30300.16%1.64%3.00%Q4 2013Q1 202130
AMG National Trust Bank 15150.01%0.14%0.42%Q2 2013Q3 202330
Stearns Financial Services Group 30300.24%0.67%1.08%Q2 2013Q3 202030
CAMPBELL NEWMAN ASSET MANAGEMENT INC 30300.05%1.35%2.80%Q2 2013Q3 202030
Van Hulzen Asset Management, LLC 1710.03%0.98%1.84%Q4 2014Q3 202330
INGALLS & SNYDER LLC 30300.01%0.08%0.13%Q2 2016Q3 202330
FIRST INTERSTATE BANK 2240.01%0.05%0.15%Q2 2013Q1 202330
ALPHA WINDWARD LLC 30300.13%0.16%0.20%Q2 2013Q3 202030
Voya Financial Advisors, Inc. 30300.03%0.20%0.32%Q1 2015Q2 202230
IBERIABANK CORP 30300.08%0.61%1.01%Q1 2013Q2 202030
WealthPLAN Partners, LLC 2110.00%0.23%0.65%Q1 2015Q3 202330
CWA Asset Management Group, LLC 15150.04%0.40%0.89%Q4 2015Q3 202330
HAMEL ASSOCIATES, INC. 2510.09%1.68%3.33%Q4 2013Q3 202230
Transamerica Financial Advisors, Inc. 1410.00%0.02%0.13%Q2 2013Q3 202330
FORT PITT CAPITAL GROUP, LLC 30300.02%0.10%0.17%Q4 2015Q1 202330
Mn Services Vermogensbeheer B.V. 20100.24%0.54%0.83%Q1 2016Q3 202330
River Wealth Advisors LLC 30300.08%0.20%0.37%Q1 2015Q2 202230
NEXT Financial Group, Inc 30300.05%0.25%0.47%Q3 2014Q4 202130
SUNFLOWER BANK, NA WEALTH MANAGEMENT 30300.12%0.26%0.61%Q2 2013Q3 202030
Reilly Herbert Faulkner III 30300.10%2.22%2.99%Q4 2013Q1 202130
Nicholas Hoffman & Company, LLC. 30300.03%0.26%0.43%Q2 2016Q3 202330
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 30300.13%0.48%1.54%Q4 2013Q1 202130
SUMMITRY LLC 1510.02%0.14%0.30%Q2 2013Q3 202330
Landmark Financial Advisors, LLC 30300.18%0.26%0.32%Q4 2014Q1 202230
Zhang Financial LLC 30300.03%0.12%0.20%Q1 2016Q2 202330
Jacobi Capital Management LLC 30300.04%0.23%0.44%Q2 2016Q3 202330
ALETHEA CAPITAL MANAGEMENT, LLC 2810.00%0.79%1.87%Q4 2014Q3 202230
SECURITY ASSET MANAGEMENT 30300.30%0.87%1.19%Q4 2014Q1 202230
HENGEHOLD CAPITAL MANAGEMENT LLC 2810.03%0.12%0.34%Q2 2013Q2 202229
Sand Hill Global Advisors, LLC 2810.01%0.58%0.94%Q2 2013Q1 202329
FCG ADVISORS, LLC 2540.17%0.32%0.51%Q2 2013Q3 202029
TUDOR INVESTMENT CORP ET AL 810.01%0.05%0.16%Q3 2013Q3 202329
BARR E S & CO 2450.01%0.03%0.04%Q2 2013Q1 202229
ROYAL LONDON ASSET MANAGEMENT LTD 1810.06%0.30%0.64%Q2 2013Q3 202329
ARS Wealth Advisors, LLC 29290.12%0.24%0.90%Q2 2014Q2 202129
Kingsview Wealth Management, LLC 2060.00%0.18%0.65%Q1 2017Q3 202329
Carmichael Hill & Associates, Inc. 16160.03%0.06%0.11%Q4 2019Q3 202329
AE Wealth Management LLC 28280.00%0.11%0.48%Q4 2016Q3 202329
Independent Advisor Alliance 28280.00%0.60%1.01%Q4 2016Q3 202329
Cribstone Capital Management, LLC 29290.01%0.21%0.35%Q4 2015Q4 202229
Laurel Wealth Advisors, Inc. 29290.30%1.38%2.32%Q4 2015Q4 202229
ISTHMUS PARTNERS, LLC 29290.04%0.07%0.14%Q4 2014Q4 202129
Marquette Asset Management, LLC 1940.02%0.08%0.22%Q2 2013Q3 202329
Capital Advantage, Inc. 2270.08%0.10%0.15%Q4 2013Q1 202129
Arvest Bank Trust Division 29290.01%0.03%0.05%Q3 2014Q3 202129
Arete Wealth Advisors, LLC 29290.06%0.35%1.16%Q3 2016Q3 202329
HOURGLASS CAPITAL, LLC 1410.03%0.68%1.71%Q2 2014Q3 202329
Calamos Wealth Management LLC 2630.02%0.16%0.37%Q4 2015Q3 202329
Winslow, Evans & Crocker, Inc. 29290.14%0.22%0.34%Q4 2013Q4 202029
SVA Wealth Management, LLC 29290.16%0.69%1.17%Q4 2013Q4 202029
MOLLER WEALTH PARTNERS 29290.09%0.19%0.56%Q4 2013Q4 202029
TIEDEMANN ADVISORS, LLC 29290.02%0.06%0.15%Q3 2016Q3 202329
Baystate Wealth Management LLC 2810.00%0.03%0.07%Q2 2013Q3 202329
COMPASS CAPITAL MANAGEMENT, INC 28280.07%0.14%0.20%Q3 2013Q2 202028
IFM Investors Pty Ltd 28280.14%0.38%0.66%Q4 2016Q3 202328
CADENCE CAPITAL MANAGEMENT LLC 28280.35%0.67%0.88%Q4 2013Q3 202028
WEST PACES ADVISORS INC. 28280.01%0.29%0.98%Q4 2016Q3 202328
Ridgewood Investments LLC 28280.86%1.39%2.63%Q4 2016Q3 202328
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.07%0.58%Q3 2015Q3 202328
Kavar Capital Partners, LLC 28280.70%1.01%1.23%Q4 2013Q3 202028
PIEDMONT INVESTMENT ADVISORS INC 28280.00%0.30%0.60%Q2 2013Q1 202028
Summit Financial Wealth Advisors, LLC 15130.77%2.03%4.18%Q4 2014Q3 202328
TODD ASSET MANAGEMENT LLC 2170.01%0.02%0.03%Q2 2013Q3 202328
LVW Advisors, LLC 1410.04%0.35%0.82%Q4 2014Q3 202328
LCNB CORP 28280.16%0.24%0.32%Q4 2016Q3 202328
Mount Yale Investment Advisors, LLC 23230.00%0.08%0.16%Q1 2018Q3 202328
Pflug Koory, LLC 28280.15%0.34%0.55%Q4 2016Q3 202328
BINGHAM OSBORN & SCARBOROUGH LLC 28280.02%0.03%0.05%Q4 2014Q3 202128
Steward Partners Investment Advisory, LLC 28280.05%0.23%0.85%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.25%0.80%1.10%Q2 2013Q1 202028
Elgethun Capital Management 28280.21%0.99%1.95%Q4 2016Q3 202328
RWA WEALTH PARTNERS, LLC 28280.01%0.10%0.55%Q4 2016Q3 202328
PRELUDE CAPITAL MANAGEMENT, LLC 1110.00%0.08%0.42%Q3 2013Q2 202328
Tredje AP-fonden 1990.06%0.35%0.58%Q2 2015Q3 202328
Virtu Financial LLC 710.02%0.21%0.66%Q3 2013Q3 202328
Avantax Planning Partners, Inc. 28280.15%0.20%0.28%Q4 2016Q3 202328
Pinkerton Retirement Specialists, LLC 1560.00%0.28%0.81%Q2 2015Q3 202328
Capital Investment Advisory Services, LLC 28280.09%0.15%0.24%Q4 2016Q3 202328
Convergence Investment Partners, LLC 1110.03%0.37%0.75%Q2 2014Q3 202328
Armbruster Capital Management, Inc. 2710.05%0.17%0.31%Q4 2015Q4 202228
Vantage Investment Partners, LLC 28280.23%0.96%1.77%Q2 2013Q1 202028
BRAUN STACEY ASSOCIATES INC 1930.01%0.17%1.00%Q4 2014Q2 202228
Matisse Capital 2710.08%0.22%0.52%Q4 2015Q4 202228
Cornerstone Wealth Management, LLC 2530.04%0.12%0.38%Q3 2016Q3 202328
Clearstead Advisors, LLC 28280.12%0.44%0.66%Q4 2016Q3 202328
Probity Advisors, Inc. 1820.07%0.26%0.45%Q2 2016Q3 202328
Intellectus Partners, LLC 28280.04%0.26%0.77%Q4 2016Q3 202328
STALEY CAPITAL ADVISERS INC 28282.44%3.70%4.33%Q2 2013Q1 202028
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.04%0.15%Q4 2016Q3 202328
Cordasco Financial Network 17110.01%0.04%0.12%Q1 2014Q2 202228
Sargent Bickham Lagudis LLC 28280.08%0.17%0.23%Q1 2016Q4 202228
Parallel Advisors, LLC 28280.03%0.07%0.12%Q4 2016Q3 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.04%0.19%0.44%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.07%0.16%0.32%Q4 2016Q3 202328
RMB Capital Management, LLC 2620.01%0.09%1.01%Q2 2013Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.01%0.28%1.24%Q4 2016Q3 202328
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.83%1.54%2.30%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.02%Q2 2013Q1 202028
RB Capital Management, LLC 28280.09%3.90%98.32%Q4 2016Q3 202328
Mercer Capital Advisers, Inc. 28280.62%1.65%2.38%Q4 2014Q3 202128
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.08%0.13%Q4 2016Q3 202328
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.05%0.46%1.08%Q4 2016Q3 202328
Radnor Capital Management, LLC 28280.76%3.62%6.07%Q4 2016Q3 202328
Partnervest Advisory Services LLC 2030.04%0.13%0.26%Q2 2013Q3 202028
IHT Wealth Management, LLC 28280.00%0.09%0.19%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.26%0.77%1.31%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.09%0.31%0.73%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.50%1.25%1.66%Q2 2013Q1 202028
CIGNA INVESTMENTS INC /NEW 28280.12%0.26%0.43%Q4 2016Q3 202328
Chicago Partners Investment Group LLC 2610.00%0.07%0.21%Q4 2015Q3 202328
Moloney Securities Asset Management, LLC 28280.04%1.02%1.77%Q4 2016Q3 202328
Osborn Williams & Donohoe LLC 28280.29%0.47%0.57%Q2 2013Q1 202028
Franklin, Parlapiano, Turner & Welch, LLC 28281.25%1.90%2.28%Q1 2013Q4 201928
OPPENHEIMER ASSET MANAGEMENT INC. 27270.05%0.31%0.44%Q1 2017Q3 202327
Municipal Employees' Retirement System of Michigan 2070.03%0.26%0.36%Q3 2013Q2 202027
Clearstead Trust, LLC 17100.08%0.70%3.02%Q4 2016Q3 202327
Foyston, Gordon, & Payne Inc 2160.08%0.20%0.49%Q2 2013Q2 202127
ANDERSON HOAGLAND & CO 27270.46%1.52%2.82%Q2 2013Q4 201927
Achmea Investment Management B.V. 27270.07%0.39%1.12%Q1 2017Q3 202327
CLEARARC CAPITAL INC 27270.36%0.50%0.72%Q2 2013Q4 201927
WHEATLAND ADVISORS INC 27271.52%2.57%2.92%Q4 2013Q2 202027
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1310.04%0.18%0.63%Q4 2015Q3 202327
First Fiduciary Investment Counsel, Inc. 27272.84%3.30%3.79%Q2 2013Q4 201927
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.03%0.05%0.10%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.01%0.02%0.06%Q4 2016Q3 202327
MEEDER ASSET MANAGEMENT INC 1110.00%0.17%0.48%Q2 2013Q3 202327
REDW Wealth LLC 27270.06%0.31%0.61%Q4 2016Q2 202327
CS MCKEE LP 27270.34%0.78%1.18%Q2 2013Q4 201927
CIBC BANK USA 27270.09%0.34%1.33%Q2 2013Q4 201927
CenterStar Asset Management, LLC 11110.00%0.26%0.88%Q4 2018Q2 202127
Whitnell & Co. 27270.42%0.53%0.64%Q2 2013Q4 201927
Highstreet Asset Management Inc. 27270.77%1.55%2.18%Q2 2013Q4 201927
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.18%0.34%0.47%Q2 2013Q4 201927
M Holdings Securities, Inc. 2010.05%0.29%0.57%Q4 2013Q1 202327
Buffington Mohr McNeal 27270.05%0.13%0.29%Q1 2017Q3 202327
Pacific Center for Financial Services 2430.01%0.10%0.19%Q4 2016Q3 202327
R.H. Dinel Investment Counsel, Inc. 15121.36%2.21%3.19%Q4 2013Q2 202227
Lenox Wealth Management, Inc. 27270.02%0.07%0.15%Q4 2013Q2 202027
CAPITAL COUNSEL LLC/NY 27270.19%0.34%0.52%Q2 2013Q4 201927
CONDOR CAPITAL MANAGEMENT 27270.62%1.15%1.59%Q1 2015Q3 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.25%0.36%0.50%Q2 2013Q4 201927
Norway Savings Bank 27270.14%0.58%1.01%Q4 2016Q2 202327
LORD, ABBETT & CO. LLC 27270.11%0.20%0.35%Q2 2013Q4 201927
VICUS CAPITAL 2430.03%0.07%0.28%Q4 2013Q3 202227
First Command Bank 27270.02%0.20%0.42%Q4 2016Q2 202327
First Command Financial Services, Inc. 27270.02%0.17%0.42%Q4 2016Q2 202327
MASTRAPASQUA ASSET MANAGEMENT INC 1610.06%1.26%1.65%Q2 2013Q3 202327
MML INVESTORS SERVICES, LLC 27270.03%0.08%0.16%Q1 2017Q3 202327
S&T BANK/PA 27270.64%1.51%2.16%Q2 2013Q4 201927
ORLEANS CAPITAL MANAGEMENT CORP/LA 27270.19%2.08%3.02%Q2 2013Q4 201927
V Wealth Advisors LLC 1870.01%0.16%0.27%Q1 2016Q2 202227
FIRST NATIONAL BANK SIOUX FALLS 2010.22%0.67%1.46%Q2 2013Q4 202127
CHILTON INVESTMENT CO INC. 2220.01%0.17%0.55%Q2 2015Q3 202227
Lombard Odier Asset Management (Switzerland) SA 910.03%0.07%0.38%Q2 2014Q1 202327
Clarius Group, LLC 2160.02%0.09%0.16%Q1 2016Q3 202327
CAPITAL INSIGHT PARTNERS, LLC 27270.26%0.96%1.98%Q2 2015Q4 202127
MYCIO WEALTH PARTNERS, LLC 27270.05%0.10%0.16%Q2 2013Q4 201927
EDGAR LOMAX CO/VA 1980.81%1.70%2.72%Q1 2016Q3 202327
SMITH SHELLNUT WILSON LLC /ADV 2160.28%0.96%1.78%Q4 2016Q3 202327
Patriot Financial Group Insurance Agency, LLC 2340.02%0.09%0.22%Q4 2016Q3 202327
FIRST QUADRANT LLC/CA 2510.02%0.13%0.89%Q2 2013Q1 202227
RNC CAPITAL MANAGEMENT LLC 27270.01%0.36%1.89%Q2 2016Q4 202227
Sterling Capital Management LLC 27270.01%0.12%0.20%Q1 2013Q3 201927
TOTH FINANCIAL ADVISORY CORP 27270.05%0.29%0.64%Q1 2017Q3 202327
LAU ASSOCIATES LLC 27271.24%1.95%3.27%Q2 2013Q4 201927
AMICA MUTUAL INSURANCE CO 27270.22%0.62%1.36%Q2 2013Q4 201927
ALPINE WOODS CAPITAL INVESTORS, LLC 26260.02%0.07%0.14%Q2 2013Q3 201926
Harel Insurance Investments & Financial Services Ltd. 26260.00%0.02%0.08%Q4 2015Q1 202226
HighPoint Advisor Group LLC 2510.34%1.01%1.79%Q3 2015Q2 202226
Apriem Advisors 1710.00%1.14%2.50%Q2 2013Q2 202326
Barber Financial Group, Inc. 26260.05%0.13%0.21%Q4 2016Q1 202326
Robeco Schweiz AG 26260.40%0.62%1.04%Q2 2013Q3 201926
Brick & Kyle, Associates 1520.21%0.97%2.75%Q4 2014Q4 202226
Sowell Financial Services LLC 1060.10%0.23%0.37%Q4 2016Q3 202326
BB&T SECURITIES, LLC 26260.07%0.30%0.67%Q2 2013Q3 201926
HOERTKORN RICHARD CHARLES 2010.04%0.10%0.16%Q4 2013Q2 202226
GSB Wealth Management, LLC 26260.13%1.84%3.60%Q4 2016Q1 202326
St. Louis Trust Co 26260.04%0.18%0.46%Q4 2015Q1 202226
Highland Private Wealth Management 1880.05%0.11%0.17%Q1 2016Q3 202226
Hillsdale Investment Management Inc. 2060.00%0.01%0.02%Q1 2014Q3 202126
Integrated Investment Consultants, LLC 1880.08%0.19%0.30%Q4 2015Q2 202226
Connecticut Wealth Management, LLC 26260.02%0.13%0.30%Q3 2016Q4 202226
Armor Investment Advisors, LLC 26260.37%0.92%1.38%Q4 2016Q1 202326
ZEKE CAPITAL ADVISORS, LLC 1510.02%0.24%0.61%Q2 2013Q4 202226
Good Life Advisors, LLC 14120.03%0.09%0.19%Q4 2016Q3 202326
SRS Capital Advisors, Inc. 1070.00%0.03%0.11%Q4 2016Q3 202326
Perennial Advisors, LLC 13130.05%0.83%2.13%Q4 2016Q2 202326
Covenant Asset Management, LLC 26260.05%0.34%0.76%Q4 2016Q1 202326
Crescent Grove Advisors, LLC 26260.03%0.89%1.91%Q2 2017Q3 202326
Sage Capital Advisors,llc 26261.08%7.64%12.02%Q2 2017Q3 202326
Abbot Financial Management, Inc. 26260.40%1.38%2.57%Q2 2017Q3 202326
Gs Investments, Inc. 26260.00%0.14%0.35%Q2 2017Q3 202326
Beaton Management Co. Inc. 26260.69%1.63%2.67%Q2 2017Q3 202326
Empirical Finance, LLC 2310.04%0.13%0.21%Q4 2016Q3 202326
Fundsmith 26263.19%5.34%7.27%Q1 2013Q2 201926
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.06%0.33%1.45%Q2 2013Q3 201926
Sather Financial Group Inc 1140.02%0.09%0.24%Q2 2013Q1 202326
Cerity Partners LLC 2510.05%0.24%0.45%Q1 2017Q3 202326
SOUTH TEXAS MONEY MANAGEMENT LTD 26260.04%0.89%1.95%Q2 2013Q3 201926
Winning Points Advisors, LLC 26260.39%0.54%0.71%Q4 2016Q1 202326
KELLEHER FINANCIAL ADVISORS 1340.12%0.32%0.56%Q1 2016Q3 202326
NICOLET BANKSHARES INC 26260.06%0.20%0.37%Q4 2015Q1 202226
Sarasin & Partners LLP 26260.24%1.76%3.84%Q2 2013Q3 201926
HENNESSY ADVISORS INC 1970.09%0.40%0.83%Q2 2013Q3 202326
MADISON INVESTMENT HOLDINGS INC 26260.01%0.47%1.89%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.24%0.43%0.56%Q2 2013Q3 201926
SUMMIT FINANCIAL GROUP, INC. 26260.13%0.29%0.78%Q2 2017Q3 202326
AFT, FORSYTH & COMPANY, INC. 2420.21%0.66%1.44%Q2 2013Q3 202326
Nelson Capital Management, LLC 26260.02%0.05%0.08%Q2 2013Q3 201926
Cognios Capital, LLC 26260.31%1.74%4.46%Q4 2013Q1 202026
INVERNESS COUNSEL LLC /NY/ 2510.02%0.15%0.19%Q2 2013Q4 201926
Wharton Business Group, LLC 26260.01%0.03%0.05%Q1 2017Q2 202326
OAKBROOK INVESTMENTS LLC 26260.06%0.50%2.05%Q2 2013Q3 201926
KOPP INVESTMENT ADVISORS LLC 26260.35%0.73%1.22%Q2 2013Q3 201926
CONNORS INVESTOR SERVICES INC 2510.03%1.16%1.54%Q2 2013Q4 201926
Banco Santander, S.A. 2330.03%0.12%0.28%Q4 2016Q3 202326
BOSTON ADVISORS LLC 26260.02%0.04%0.10%Q2 2013Q3 201926
Renaissance Technologies 610.00%0.08%0.24%Q2 2013Q3 202326
HALSEY ASSOCIATES INC/CT 26260.13%0.23%0.29%Q2 2013Q3 201926
PRIVATE ASSET MANAGEMENT INC 26260.05%0.16%0.77%Q2 2013Q3 201926
Crossmark Global Holdings, Inc. 2510.08%0.43%0.75%Q3 2016Q3 202326
Private Ocean, LLC 2510.01%0.08%0.21%Q4 2014Q3 202326
Quantitative Investment Management, LLC 610.03%0.52%3.35%Q3 2013Q2 202326
Manitou Investment Management Ltd. 2310.01%2.07%3.69%Q3 2015Q1 202325
Assenagon Asset Management S.A. 25250.00%0.05%0.21%Q3 2017Q3 202325
Shelter Ins Retirement Plan 25251.58%2.86%3.81%Q2 2013Q2 201925
WILLIAMS JONES & ASSOCIATES LLC 25250.05%0.09%0.13%Q2 2013Q2 201925
Westside Investment Management, Inc. 1510.00%0.01%0.05%Q4 2016Q3 202325
Roble, Belko & Company, Inc 2110.00%0.11%0.39%Q1 2015Q1 202325
Kimelman & Baird, LLC 910.14%0.30%0.54%Q2 2013Q2 202125
Man Group plc 23230.00%0.06%0.12%Q1 2018Q3 202325
Amica Retiree Medical Trust 25250.21%0.56%1.16%Q4 2013Q4 201925
BDO Wealth Advisors, LLC 25250.01%0.03%0.06%Q2 2017Q2 202325
Pekin Hardy Strauss, Inc. 25250.02%0.07%0.22%Q1 2013Q1 201925
DOHENY ASSET MANAGEMENT /CA 25250.17%0.30%0.44%Q2 2013Q2 201925
TIAA, FSB 25250.02%0.09%0.20%Q2 2017Q2 202325
Merriman Wealth Management, LLC 1410.01%0.05%0.21%Q1 2015Q3 202325
HUTCHINSON CAPITAL MANAGEMENT/CA 25250.06%0.11%0.16%Q2 2013Q2 201925
Cornerstone Advisors, Inc. 25250.01%0.17%0.47%Q2 2013Q2 201925
OppenheimerFunds, Inc. 25250.27%0.36%0.47%Q1 2013Q1 201925
Belpointe Asset Management LLC 25250.07%0.32%0.86%Q3 2017Q3 202325
Ninety One UK Ltd 25250.12%0.56%0.95%Q2 2013Q2 201925
Zurich Insurance Group Ltd/FI 1730.02%0.36%0.78%Q3 2015Q4 202225
PGGM Investments 1320.06%0.43%0.91%Q1 2013Q1 202325
ASHFORD CAPITAL MANAGEMENT INC 25250.04%0.08%0.13%Q2 2013Q2 201925
EAGLE ASSET MANAGEMENT INC 25250.24%0.44%0.62%Q2 2013Q2 201925
LODESTAR INVESTMENT COUNSEL LLC/IL 25251.07%2.26%3.58%Q2 2013Q2 201925
CADINHA & CO LLC 25250.06%0.20%2.48%Q2 2013Q2 201925
YorkBridge Wealth Partners, LLC 25250.28%1.05%1.86%Q4 2016Q4 202225
OneDigital Investment Advisors LLC 2050.03%0.08%0.16%Q2 2017Q3 202325
SCHWARTZ INVESTMENT COUNSEL INC 25250.01%1.56%2.45%Q2 2013Q2 201925
Corient Capital Partners, LLC 25250.08%0.17%0.41%Q3 2016Q3 202225
Valeo Financial Advisors, LLC 25250.05%0.10%0.23%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.05%0.16%0.24%Q3 2017Q3 202325
Sonora Investment Management, LLC 25250.31%0.48%0.95%Q3 2015Q3 202125
First National Bank of Mount Dora, Trust Investment Services 25250.20%0.84%1.39%Q2 2013Q2 201925
abrdn plc 25250.08%0.11%0.17%Q3 2017Q3 202325
Cito Capital Group, LLC 25250.41%0.67%1.01%Q3 2017Q3 202325
PHILADELPHIA TRUST CO 25250.11%1.06%2.90%Q2 2013Q2 201925
Addenda Capital Inc. 2410.16%0.26%0.35%Q2 2013Q3 202225
Wealthcare Advisory Partners LLC 25250.02%0.06%0.13%Q3 2017Q3 202325
Transform Wealth, LLC 1340.02%0.32%1.10%Q2 2016Q3 202325
Confluence Wealth Management LLC 1960.11%0.22%0.41%Q1 2014Q3 202025
VIKING FUND MANAGEMENT LLC 2050.15%0.84%1.81%Q4 2016Q2 202325
MACROVIEW INVESTMENT MANAGEMENT LLC 2110.00%0.10%0.26%Q2 2013Q1 202325
HARVEST CAPITAL MANAGEMENT INC 25250.13%0.25%0.36%Q2 2013Q2 201925
Renaissance Investment Group LLC 2410.06%0.17%0.24%Q2 2013Q2 202125
CAPITAL MANAGEMENT ASSOCIATES /NY/ 25250.48%1.10%1.49%Q2 2013Q2 201925
Minneapolis Portfolio Management Group, LLC 25252.64%4.41%5.92%Q2 2013Q2 201925
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 2110.00%0.20%0.41%Q4 2015Q3 202325
Bogart Wealth, LLC 25250.00%0.20%0.37%Q3 2017Q3 202325
Mosaic Family Wealth, LLC 25250.12%0.17%0.23%Q4 2015Q4 202125
FORSTA AP-FONDEN 1510.16%0.43%1.08%Q4 2015Q3 202325
COMMONWEALTH BANK OF AUSTRALIA 25250.11%0.17%0.27%Q2 2013Q2 201925
ADAGE CAPITAL PARTNERS GP, L.L.C. 710.01%0.20%0.43%Q1 2013Q3 202325
Field & Main Bank 1430.01%0.08%0.33%Q3 2014Q3 202325
CAMDEN NATIONAL BANK 25250.05%0.44%2.18%Q4 2016Q4 202225
WINTRUST INVESTMENTS LLC 1920.04%0.20%0.57%Q1 2017Q3 202325
CHEMICAL BANK 25250.32%0.60%0.76%Q2 2013Q2 201925
NN Investment Partners Holdings N.V. 25250.01%0.11%0.32%Q1 2016Q1 202225
ALPS ADVISORS INC 1780.00%0.18%0.36%Q3 2013Q3 202325
PARK AVENUE SECURITIES LLC 2310.01%0.05%0.14%Q2 2017Q3 202324
Bruderman Asset Management, LLC 1770.01%0.57%2.25%Q1 2015Q4 202124
InterOcean Capital, LLC 24240.09%1.31%2.20%Q3 2014Q2 202024
WealthTrust Fairport, LLC 24240.76%1.01%1.38%Q2 2013Q1 201924
Crossvault Capital Management LLC 1770.14%0.45%1.11%Q4 2015Q2 202224
GARRISON BRADFORD & ASSOCIATES INC 24240.54%0.67%0.78%Q2 2013Q1 201924
CenturyLink Investment Management Co 1590.01%0.38%0.75%Q2 2013Q4 201924
LANDAAS & CO /WI /ADV 24240.12%0.29%0.50%Q3 2017Q2 202324
RPg Family Wealth Advisory, LLC 2040.01%0.02%0.12%Q1 2016Q1 202224
Manning & Napier Group, LLC 24240.20%0.28%0.37%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.77%3.50%15.21%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.14%0.27%0.37%Q4 2017Q3 202324
IFG Advisory, LLC 24240.11%0.21%0.37%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.19%1.16%Q4 2017Q3 202324
Bigelow Investment Advisors, LLC 24240.15%0.96%1.88%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.08%0.26%0.50%Q4 2017Q3 202324
MCKINLEY CAPITAL MANAGEMENT LLC 24240.01%0.03%0.04%Q2 2013Q1 201924
Uncommon Cents Investing LLC 24240.24%0.58%1.32%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24240.40%0.93%1.65%Q4 2017Q3 202324
Allied Investment Advisors, LLC 24240.20%1.74%2.62%Q4 2017Q3 202324
NuWave Investment Management, LLC 1350.00%0.37%1.49%Q2 2013Q3 202224
Sawyer & Company, Inc 24240.09%0.41%0.70%Q4 2017Q3 202324
Crewe Advisors LLC 24240.01%0.06%0.22%Q4 2017Q3 202324
Buckley Wealth Management, LLC 24240.17%0.55%1.20%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.03%0.09%0.14%Q4 2017Q3 202324
Steinberg Global Asset Management 24240.10%0.12%0.16%Q2 2013Q1 201924
Pine River Capital Management L.P. 15150.00%0.04%0.13%Q2 2013Q4 201624
UNITED BANK 24240.10%0.78%2.30%Q4 2017Q3 202324
RETIREMENT INCOME SOLUTIONS, INC 24240.06%0.27%0.60%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.03%0.53%0.86%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.46%1.05%1.74%Q4 2017Q3 202324
Providence Capital Advisors, LLC 24240.01%0.21%0.67%Q4 2017Q3 202324
HITE Hedge Asset Management LLC 1620.03%0.06%0.09%Q4 2014Q4 202124
Successful Portfolios LLC 24240.18%0.50%1.01%Q4 2017Q3 202324
Poehling Capital Management, INC. 24240.10%0.59%2.10%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.60%0.73%0.82%Q2 2013Q1 201924
Sound Income Strategies, LLC 24240.00%0.01%0.03%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.31%1.58%3.13%Q4 2017Q3 202324
All Terrain Financial Advisors, LLC 24241.12%2.58%3.77%Q4 2017Q3 202324
Paulson Wealth Management Inc. 24240.15%0.35%0.69%Q4 2017Q3 202324
CNB Bank 24240.18%0.47%0.74%Q4 2017Q3 202324
Centerpoint Advisors, LLC 24240.04%0.09%0.17%Q4 2017Q3 202324
Claret Asset Management Corp 24240.08%0.16%0.28%Q4 2017Q3 202324
Wealth Alliance Advisory Group, LLC 24240.12%0.40%0.98%Q4 2017Q3 202324
Cornell Pochily Investment Advisors, Inc. 24240.15%0.81%1.49%Q4 2017Q3 202324
Integrated Wealth Concepts LLC 24240.03%0.07%0.18%Q4 2017Q3 202324
Wells Trecaso Financial Group, LLC 24240.13%0.40%0.98%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.06%0.13%0.21%Q4 2017Q3 202324
Exeter Financial, LLC 24240.93%1.92%2.90%Q4 2017Q3 202324
Treasurer of the State of North Carolina 24240.13%0.33%0.96%Q4 2017Q3 202324
AUA CAPITAL MANAGEMENT, LLC 14100.01%0.04%0.08%Q4 2016Q4 202224
EVERGREEN CAPITAL MANAGEMENT LLC 24240.03%0.08%0.18%Q4 2017Q3 202324
FIRST MERCANTILE TRUST CO 1620.01%0.10%0.41%Q2 2013Q3 202124
AdvisorNet Financial, Inc 24240.14%0.83%1.50%Q4 2017Q3 202324
Heritage Trust Co 24240.04%0.13%0.30%Q1 2017Q4 202224
McIlrath & Eck, LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
AT Bancorp 24240.12%0.19%0.34%Q2 2013Q1 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.09%0.18%0.28%Q4 2017Q3 202324
ATLANTA CAPITAL MANAGEMENT CO L L C 2040.12%0.35%0.58%Q2 2013Q2 202024
OmniStar Financial Group, Inc. 24240.33%0.55%0.91%Q4 2017Q3 202324
Financial Advisors Network, Inc. 1710.06%0.34%1.12%Q4 2016Q3 202324
TRADITION CAPITAL MANAGEMENT LLC 24241.62%2.45%3.12%Q2 2013Q1 201924
RELIANCE TRUST CO OF DELAWARE 24240.17%0.40%0.89%Q2 2013Q1 201924
Creegan & Nassoura Financial Group, LLC 1681.06%1.48%1.91%Q4 2014Q3 202324
Farmers & Merchants Trust Co of Chambersburg PA 2310.00%1.91%2.46%Q4 2016Q2 202324
NVWM, LLC 24240.01%0.05%0.18%Q4 2017Q3 202324
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 24240.20%0.77%1.06%Q2 2013Q1 201924
NUANCE INVESTMENTS, LLC 2220.32%2.42%9.31%Q2 2013Q3 202324
DE BURLO GROUP INC 2210.00%0.71%2.20%Q2 2013Q3 202224
Martin Investment Management, LLC 24242.43%3.11%3.78%Q2 2013Q1 201924
Global Endowment Management, LP 24240.02%0.05%0.08%Q4 2013Q3 201924
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 24241.23%1.44%1.92%Q4 2013Q3 201924
Cascade Investment Advisors, Inc. 1210.02%0.04%0.12%Q2 2016Q1 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.38%0.54%0.69%Q4 2017Q3 202324
MARINO, STRAM & ASSOCIATES LLC 24240.08%0.29%0.54%Q4 2017Q3 202324
PDS Planning, Inc 24240.05%0.17%0.40%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.02%0.03%0.03%Q4 2017Q3 202324
Bienville Capital Management, LLC 1720.02%0.08%0.15%Q2 2015Q4 202124
PLIMOTH TRUST CO LLC 24240.07%0.29%0.66%Q4 2017Q3 202324
Kelman-Lazarov, Inc. 1680.08%0.24%0.52%Q1 2016Q1 202224
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.05%0.27%0.70%Q4 2017Q3 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.03%0.05%0.06%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.10%0.26%0.49%Q4 2017Q3 202324
Vident Investment Advisory, LLC 1410.00%0.16%0.46%Q2 2015Q2 202324
TEACHERS ADVISORS, LLC 24240.18%0.26%0.42%Q2 2013Q1 201924
Focused Investors LLC 24242.76%3.29%3.70%Q2 2013Q1 201924
Rafferty Asset Management, LLC 2010.00%0.02%0.15%Q3 2014Q3 202324
WEALTHCARE CAPITAL MANAGEMENT LLC 2310.00%0.00%0.02%Q3 2014Q1 202124
WINTON GROUP Ltd 910.01%0.25%0.66%Q2 2014Q4 202224
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.26%0.52%0.71%Q2 2013Q1 201924
Hedeker Wealth, LLC 2310.02%1.91%3.11%Q4 2015Q4 202124
Arlington Partners LLC 24240.00%0.31%0.86%Q4 2017Q3 202324
Lourd Capital, LLC 1940.05%0.08%0.28%Q2 2013Q2 201923
UNIVEST FINANCIAL Corp 2210.82%1.36%1.54%Q2 2013Q4 201923
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 12110.05%0.15%0.54%Q1 2016Q4 202223
GABELLI FUNDS LLC 1910.00%0.03%0.04%Q4 2013Q2 202223
BREMER TRUST NATIONAL ASSOCIATION 23231.47%2.14%2.72%Q2 2013Q4 201823
EARNEST PARTNERS LLC 2010.00%0.00%0.00%Q4 2016Q3 202323
WESTWOOD HOLDINGS GROUP INC 1410.00%0.05%0.10%Q2 2015Q3 202323
RICE HALL JAMES & ASSOCIATES, LLC 23230.01%0.04%0.09%Q2 2013Q4 201823
Destination Wealth Management 1310.01%0.02%0.14%Q2 2015Q4 202123
MARSHWINDS ADVISORY CO 23231.65%1.84%2.19%Q2 2013Q4 201823
Laffer Tengler Investments, Inc. 1710.00%0.40%0.88%Q3 2013Q3 202323
Boston Partners 2120.00%0.00%0.02%Q2 2013Q2 202223
Moon Capital Management, LLC 1420.27%0.42%2.70%Q3 2013Q2 202023
Migdal Insurance & Financial Holdings Ltd. 23230.00%0.01%0.04%Q4 2016Q2 202223
WealthTrust-Arizona, LLC 23230.02%0.05%0.13%Q2 2013Q4 201823
ATLAS CAPITAL ADVISORS LLC 23230.10%0.24%0.46%Q1 2018Q3 202323
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.09%0.37%0.70%Q2 2013Q4 201823
Psagot Value Holdings Ltd. 1130.00%0.08%0.23%Q2 2013Q1 202123
State of New Jersey Common Pension Fund D 23230.10%0.21%0.34%Q1 2018Q3 202323
Motley Fool Asset Management LLC 23230.12%0.18%0.22%Q1 2018Q3 202323
Wills Financial Group, Inc. 23230.82%1.53%2.06%Q4 2013Q2 201923
Signature Financial Management, Inc. 23230.14%0.35%0.87%Q2 2013Q4 201823
HoyleCohen, LLC 23230.04%0.33%0.74%Q4 2017Q2 202323
Bernicke Wealth Management, Ltd. 23230.44%0.71%1.55%Q4 2014Q2 202023
USS Investment Management Ltd 1670.03%0.18%0.29%Q2 2016Q3 202323
Summit Financial Strategies, Inc. 1510.04%0.17%0.52%Q2 2016Q4 202223
Swedbank 2210.30%1.23%3.41%Q1 2014Q1 202023
RFG Advisory, LLC 1410.02%0.12%0.22%Q2 2015Q3 202323
Financial Enhancement Group LLC 23230.00%0.05%0.10%Q1 2017Q3 202223
DORCHESTER WEALTH MANAGEMENT Co 1670.04%0.08%0.16%Q2 2015Q2 202323
Whitegate Investment Counselors, Inc. 2210.36%0.90%1.32%Q1 2014Q3 202123
Ausdal Financial Partners, Inc. 2210.04%0.13%0.21%Q4 2015Q3 202123
SIMON QUICK ADVISORS, LLC 2210.02%0.14%0.31%Q4 2016Q3 202323
First Bank & Trust 23230.04%0.29%0.54%Q4 2016Q2 202223
Northwest Quadrant Wealth Management, LLC 1610.06%0.14%0.25%Q4 2016Q4 202223
Slow Capital, Inc. 23230.18%0.67%1.26%Q4 2017Q2 202323
Taylor Hoffman Wealth Management 2030.17%0.98%2.09%Q4 2017Q3 202323
Keystone Financial Group 2120.10%0.15%0.23%Q4 2017Q3 202323
Aries Wealth Management 1760.21%0.80%1.93%Q4 2017Q3 202323
Chesapeake Wealth Management 23230.11%0.20%0.50%Q1 2018Q3 202323
Bedel Financial Consulting, Inc. 23230.08%0.31%0.79%Q4 2017Q2 202323
MGO ONE SEVEN LLC 2120.03%0.21%0.48%Q4 2017Q3 202323
Silvant Capital Management LLC 23230.01%0.03%0.05%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.03%0.05%0.12%Q1 2018Q3 202323
Chicago Capital, LLC 23230.02%0.08%0.15%Q1 2018Q3 202323
AMICA PENSION FUND BOARD OF TRUSTEES 23230.47%0.63%1.13%Q2 2013Q4 201823
CENTAURUS FINANCIAL, INC. 23230.01%0.05%0.15%Q1 2018Q3 202323
CONNABLE OFFICE INC 23230.06%0.56%0.87%Q2 2013Q4 201823
FORTE CAPITAL LLC /ADV 1480.04%0.12%0.20%Q3 2014Q1 202222
Dempze Nancy E 22220.37%2.83%4.13%Q4 2015Q1 202122
Venturi Wealth Management, LLC 1930.00%0.38%0.93%Q4 2015Q3 202322
Fort Point Capital Partners LLC 22220.03%0.23%0.69%Q3 2017Q4 202222
Willow Creek Wealth Management Inc. 22220.03%0.13%0.25%Q1 2018Q2 202322
Rossmore Private Capital 2110.08%0.45%0.80%Q4 2017Q3 202322
CUTLER INVESTMENT COUNSEL LLC 22220.03%0.06%0.08%Q4 2016Q1 202222
Robinson Value Management, Ltd. 1210.24%0.59%1.73%Q4 2016Q3 202322
CHICKASAW CAPITAL MANAGEMENT LLC 22220.02%0.04%0.09%Q2 2013Q3 201822
Valmark Advisers, Inc. 1480.01%0.01%0.02%Q4 2017Q3 202322
SRB CORP 1110.02%0.04%0.12%Q3 2014Q1 202322
Gifford Fong Associates 22220.22%0.42%0.70%Q2 2018Q3 202322
Garner Asset Management Corp 2110.10%0.24%0.36%Q2 2017Q4 202222
Forward Management, LLC 22220.12%0.18%0.30%Q2 2013Q3 201822
Laurel Grove Capital, LLC 22220.15%0.21%0.26%Q2 2013Q3 201822
Sicart Associates LLC 22220.06%0.26%0.56%Q1 2017Q2 202222
Engineers Gate Manager LP 1810.01%0.15%0.60%Q2 2015Q3 202322
180 WEALTH ADVISORS, LLC 950.05%0.13%0.83%Q4 2017Q3 202322
CAPITAL ONE, NATIONAL ASSOCIATION 2110.04%0.70%0.97%Q2 2013Q4 201922
Greylin Investment Management, Inc 1710.04%0.13%0.67%Q2 2014Q3 202322
Liberty Mutual Group Asset Management Inc. 22220.10%0.20%0.33%Q2 2013Q3 201822
B. Riley Wealth Management, Inc. 1660.03%0.18%0.52%Q1 2014Q2 202222
CAAS CAPITAL MANAGEMENT LP 410.01%0.11%0.26%Q1 2020Q3 202322
Annex Advisory Services, LLC 1110.02%0.08%0.22%Q1 2015Q4 202122
COZAD ASSET MANAGEMENT INC 22220.03%0.12%0.33%Q2 2018Q3 202322
CX Institutional 22220.00%0.21%1.24%Q2 2018Q3 202322
BUSH ODONNELL INVESTMENT ADVISORS INC 22224.13%5.20%5.77%Q2 2013Q3 201822
EQUITABLE TRUST CO 22220.05%0.22%0.44%Q2 2018Q3 202322
CALTON & ASSOCIATES, INC. 1930.08%0.13%0.27%Q4 2017Q2 202322
OGOREK ANTHONY JOSEPH /NY/ /ADV 1390.00%0.27%1.25%Q4 2017Q3 202322
Avalon Investment & Advisory 1210.01%0.47%0.74%Q1 2016Q2 202222
Starfire Investment Advisers, Inc. 22220.13%0.23%0.31%Q1 2015Q2 202022
Bluefin Trading, LLC 810.00%0.06%0.24%Q2 2013Q1 202022
StrategIQ Financial Group, LLC 22220.03%0.10%0.18%Q1 2017Q2 202222
Financial Sense Advisors, Inc. 1110.38%1.62%2.80%Q2 2013Q2 202222
JGP Wealth Management, LLC 22220.07%0.44%1.27%Q2 2018Q3 202322
Weaver C. Barksdale & Associates, Inc. 1930.38%1.00%1.70%Q2 2013Q2 202222
Investment Counsel Inc. 22221.58%2.66%3.63%Q4 2015Q1 202122
Doyle Wealth Management 22220.03%0.07%0.11%Q1 2017Q2 202222
Cox Capital Mgt LLC 22220.21%0.59%1.24%Q2 2018Q3 202322
RAND WEALTH, LLC 22220.54%0.78%1.46%Q2 2013Q3 201822
MIZUHO SECURITIES USA LLC 610.05%0.59%2.89%Q2 2013Q2 202222
AMARILLO NATIONAL BANK 1420.04%0.17%0.37%Q2 2013Q4 202122
OPUS INVESTMENT MANAGEMENT INC 22220.23%0.99%1.25%Q2 2014Q3 201922
NOVARE CAPITAL MANAGEMENT LLC 2110.02%0.77%1.86%Q3 2015Q1 202122
NOTTINGHAM ADVISORS, INC. 1420.01%0.05%0.08%Q3 2014Q3 202022
Palisades Hudson Asset Management, L.P. 22220.16%0.19%0.22%Q4 2013Q1 201922
Coastal Bridge Advisors, LLC 11110.06%0.12%0.22%Q2 2016Q3 202322
Pinnacle Bancorp, Inc. 2010.12%0.38%0.67%Q1 2017Q3 202321
Clear Perspective Advisors, LLC 21210.03%0.26%0.49%Q4 2016Q4 202121
Providence Wealth Advisors, LLC 21210.61%1.07%2.20%Q1 2018Q1 202321
ASSET ADVISORS CORP 21212.76%3.21%3.48%Q2 2013Q2 201821
Prime Capital Investment Advisors, LLC 1920.00%0.03%0.12%Q2 2018Q3 202321
FULLER & THALER ASSET MANAGEMENT, INC. 21210.01%0.04%0.09%Q2 2013Q2 201821
Capital Wealth Planning, LLC 1610.03%2.76%35.64%Q1 2013Q4 202121
CATAWBA CAPITAL MANAGEMENT /VA 21210.65%0.86%1.12%Q2 2013Q2 201821
Court Place Advisors, LLC 21210.09%0.10%0.12%Q4 2017Q4 202221
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1410.15%0.30%0.54%Q3 2006Q4 201821
Aevitas Wealth Management, Inc. 21210.16%0.64%1.05%Q4 2017Q4 202221
L & S Advisors Inc 1410.08%0.96%2.86%Q3 2013Q2 202121
FRED ALGER MANAGEMENT, LLC 1470.00%0.02%0.28%Q2 2013Q1 201921
LEVIN CAPITAL STRATEGIES, L.P. 1210.00%0.05%0.18%Q2 2013Q1 202321
MATRIX ASSET ADVISORS INC/NY 1010.03%0.14%0.33%Q2 2013Q1 201921
Moisand Fitzgerald Tamayo, LLC 1920.00%0.39%0.91%Q3 2017Q3 202321
VNBTrust, National Association 21210.12%0.21%0.27%Q2 2013Q2 201821
RETIREMENT CAPITAL STRATEGIES 21211.47%2.08%2.89%Q3 2018Q3 202321
Peachtree Investment Advisors, Inc. 21210.20%0.33%0.42%Q4 2013Q4 201821
MUFG Securities EMEA plc 820.00%0.13%0.68%Q4 2017Q3 202321
Asset Advisors Investment Management, LLC 21210.20%1.66%3.24%Q3 2018Q3 202321
Royal Fund Management, LLC 1450.02%0.16%0.56%Q4 2016Q3 202321
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 2010.08%0.27%0.76%Q1 2015Q1 202221
Rosenbaum Jay D. 21210.15%1.35%2.52%Q4 2014Q4 201921
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.28%0.50%0.78%Q2 2013Q2 201821
Quad-Cities Investment Group, LLC 21210.18%0.40%1.01%Q1 2018Q1 202321
VECTOR WEALTH MANAGEMENT, LLC 21211.80%2.46%3.24%Q4 2011Q4 201621
Proficio Capital Partners LLC 1560.02%0.04%0.08%Q4 2015Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.03%0.12%0.27%Q3 2018Q3 202321
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 21210.09%0.47%1.15%Q1 2013Q1 201821
Family Capital Trust Co 21211.24%1.60%1.90%Q1 2014Q1 201921
Mascoma Wealth Management LLC 1110.02%0.07%0.15%Q4 2016Q3 202321
BAR HARBOR TRUST SERVICES 1110.00%0.30%0.69%Q3 2016Q2 202221
Shepherd Financial Partners LLC 1650.04%0.16%0.24%Q4 2016Q2 202321
AGF Investments LLC 1290.01%0.65%1.94%Q4 2016Q1 202221
Global X Management CO LLC 21210.00%0.02%0.04%Q2 2013Q2 201821
TRUSTCORE FINANCIAL SERVICES, LLC 21210.07%0.14%0.26%Q4 2017Q4 202221
Blackhawk Capital Partners LLC. 1220.16%1.12%3.41%Q4 2017Q3 202321
Evanston Investments, Inc., dba Evanston Advisors 21210.10%0.16%0.21%Q4 2013Q4 201821
OUTFITTER ADVISORS, LTD. 21210.54%0.69%1.06%Q2 2013Q2 201821
Truvestments Capital LLC 1920.91%1.32%1.86%Q2 2018Q3 202321
MARSHALL WACE, LLP 1110.00%0.09%0.42%Q4 2014Q3 202321
ARK Investment Management 1740.00%0.00%0.00%Q2 2018Q3 202321
Red Cedar Capital, LLC 21210.28%0.51%0.74%Q4 2017Q4 202221
FIRST UNITED BANK & TRUST 1720.09%0.18%0.23%Q1 2015Q2 202121
Brandywine Global Investment Management, LLC 720.03%0.39%0.95%Q2 2013Q2 202321
INVESTMENT PARTNERS, LTD. 1610.09%0.22%0.34%Q1 2016Q3 202221
Heritage Way Advisors, LLC 21211.02%1.62%2.10%Q4 2016Q4 202121
Cresset Asset Management, LLC 20200.01%0.06%0.12%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.14%0.83%Q1 2018Q3 202320
Eukles Asset Management 20200.00%0.05%0.13%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.02%0.08%0.16%Q4 2018Q3 202320
DENVER INVESTMENT ADVISORS LLC 20200.31%0.69%1.07%Q2 2013Q1 201820
Laurel Wealth Advisors LLC 20200.32%0.72%1.15%Q4 2018Q3 202320
West Branch Capital LLC 20200.00%0.21%0.54%Q2 2018Q1 202320
Graves Light Lenhart Wealth, Inc. 20200.04%0.10%0.17%Q4 2018Q3 202320
Old North State Trust, LLC 20200.15%0.21%0.36%Q3 2018Q2 202320
GRATRY & Co LLC 20200.10%0.19%0.33%Q2 2013Q1 201820
TOWNSQUARE CAPITAL LLC 20200.04%0.07%0.24%Q4 2018Q3 202320
VALLEY WEALTH MANAGERS, INC. 1310.00%0.14%0.30%Q2 2013Q3 202320
Wealthfront Advisers LLC 20200.01%0.03%0.04%Q4 2018Q3 202320
Claro Advisors LLC 20200.06%0.21%0.30%Q4 2018Q3 202320
Qube Research & Technologies Ltd 1410.03%0.42%1.37%Q1 2018Q3 202320
Quantbot Technologies LP 510.00%0.26%0.72%Q2 2013Q3 202320
Allred Capital Management, LLC 20200.64%1.49%2.56%Q4 2018Q3 202320
Sargent Investment Group, LLC 20200.08%0.22%0.54%Q4 2018Q3 202320
Essex Savings Bank 20200.20%0.41%0.72%Q4 2018Q3 202320
Hurlow Wealth Management Group, Inc. 20200.14%0.51%0.96%Q4 2018Q3 202320
WoodTrust Financial Corp 1460.05%0.19%0.38%Q4 2017Q4 202220
Lindbrook Capital, LLC 20200.03%0.08%0.19%Q4 2018Q3 202320
CORNERCAP INVESTMENT COUNSEL INC 1910.03%0.34%0.51%Q3 2018Q3 202320
VeraBank, N.A. 20200.29%0.99%1.88%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.11%0.40%Q4 2018Q3 202320
VOLORIDGE INVESTMENT MANAGEMENT, LLC 910.01%0.38%1.37%Q3 2015Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.07%0.14%0.23%Q4 2018Q3 202320
MONROE BANK & TRUST/MI 1730.02%0.30%0.50%Q2 2013Q2 201820
Princeton Global Asset Management LLC 20200.06%0.14%0.44%Q4 2018Q3 202320
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 20201.07%2.54%4.74%Q4 2018Q3 202320
CHESAPEAKE ASSET MANAGEMENT LLC 20200.24%0.31%0.41%Q2 2013Q1 201820
Parisi Gray Wealth Management 1910.11%0.53%1.23%Q4 2017Q4 202220
Jupiter Investment Management Ltd 1020.00%0.43%1.88%Q2 2013Q2 202020
Brendel Financial Advisors LLC 20200.37%1.31%2.52%Q4 2018Q3 202320
Mariner Wealth Advisors-Cincinnati, LLC 1281.59%2.09%2.67%Q2 2013Q3 201820
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.48%0.55%0.61%Q2 2013Q1 201820
O'Brien Greene & Co. Inc 20200.08%0.53%0.90%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.06%0.26%0.45%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.01%0.03%0.08%Q4 2018Q3 202320
Stratos Wealth Advisors, LLC 20200.03%0.22%0.59%Q4 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.19%0.32%0.57%Q4 2017Q3 202220
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.03%0.23%0.87%Q4 2018Q3 202320
THOMASPARTNERS, INC. 20201.66%1.82%1.96%Q2 2013Q1 201820
Kinneret Advisory, LLC 20200.40%0.90%1.62%Q4 2018Q3 202320
RITHOLTZ WEALTH MANAGEMENT 1410.03%0.07%0.21%Q4 2017Q3 202320
Van Cleef Asset Management,Inc 1310.03%0.06%0.08%Q4 2014Q3 202120
F3Logic, LLC 20200.07%0.71%2.29%Q1 2018Q4 202220
BOK Financial Private Wealth, Inc. 1910.00%0.11%0.30%Q4 2017Q2 202320
SAWGRASS ASSET MANAGEMENT LLC 20200.02%1.19%1.74%Q1 2014Q4 201820
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.14%0.41%0.67%Q1 2016Q4 202020
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.04%0.07%Q4 2014Q3 201920
Larson Financial Group LLC 20200.06%0.23%0.49%Q4 2018Q3 202320
Andesa Financial Management Inc. 20200.08%1.02%2.71%Q4 2017Q3 202220
Beacon Pointe Advisors, LLC 20200.06%0.29%1.17%Q4 2018Q3 202320
Institute for Wealth Management, LLC. 1910.03%0.15%0.41%Q2 2017Q2 202320
Principle Wealth Partners LLC 20200.12%0.42%0.70%Q4 2018Q3 202320
CHICAGO EQUITY PARTNERS LLC 1460.01%0.24%0.52%Q2 2013Q3 201820
Northwest Bancshares, Inc. 1190.08%0.40%1.08%Q4 2017Q4 202220
Harvest Fund Management Co., Ltd 1310.00%0.02%0.06%Q4 2016Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.13%0.33%0.48%Q4 2018Q3 202320
Penserra Capital Management LLC 710.00%0.07%0.51%Q4 2015Q3 202320
Riverview Trust Co 20200.06%0.15%0.39%Q4 2018Q3 202320
Bridgewater Associates 610.00%0.04%0.15%Q3 2013Q3 202320
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 20200.00%0.00%0.01%Q2 2018Q1 202320
WEALTHSOURCE PARTNERS, LLC 830.02%0.07%0.15%Q1 2016Q1 202220
Signature Wealth Management Group 1640.08%1.62%2.40%Q4 2017Q2 202320
GENESEE VALLEY TRUST CO 20200.34%0.75%1.21%Q2 2013Q1 201820
CI INVESTMENTS INC. 1730.00%0.01%0.02%Q2 2017Q3 202320
Findlay Park Partners LLP 1190.41%1.96%4.60%Q2 2013Q3 201920
TEALWOOD ASSET MANAGEMENT INC 1620.10%0.35%1.92%Q1 2013Q1 202020
McGuire Investment Group, LLC 20200.09%0.45%1.13%Q3 2018Q2 202320
Wellesley Investment Partners, LLC 20200.10%0.30%0.51%Q4 2015Q3 202020
Vantage Investment Advisors, LLC 20201.54%1.82%2.32%Q4 2013Q3 201820
KLCM Advisors, Inc. 1910.05%1.20%3.14%Q2 2015Q4 202220
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.21%0.32%0.45%Q1 2013Q4 201720
Zions Bancorporation, N.A. 20200.00%0.12%0.87%Q4 2018Q3 202320
THOMPSON DAVIS & CO., INC. 20200.01%0.04%0.16%Q4 2013Q3 201820
Wealthspire Advisors, L.P. 20200.08%0.30%0.44%Q4 2015Q3 202020
Sullivan, Bruyette, Speros & Blaney, LLC 20200.06%0.11%0.16%Q2 2016Q1 202120
Farmers & Merchants Trust Co of Long Beach 20200.12%0.28%0.57%Q4 2018Q3 202320
BECK CAPITAL MANAGEMENT, LLC 20200.29%0.39%0.49%Q4 2013Q3 201820
American Portfolios Advisors 20200.05%0.09%0.18%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.00%0.06%0.14%Q3 2017Q2 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.12%0.63%1.20%Q3 2017Q2 202220
Darwin Wealth Management, LLC 1280.05%0.11%0.22%Q2 2016Q4 202120
Railway Pension Investments Ltd 20200.07%0.18%0.35%Q4 2018Q3 202320
Archer Investment Corp 20200.02%0.09%0.33%Q4 2018Q3 202320
Pegasus Partners Ltd. 1310.05%0.51%1.37%Q2 2015Q3 202220
Hodges Capital Management Inc. 1210.01%0.06%0.33%Q2 2016Q3 202319
Pathway Financial Advisors LLC 1450.07%0.14%0.28%Q4 2017Q4 202219
G&S Capital LLC 1540.06%0.67%2.26%Q4 2017Q3 202319
HIGHBRIDGE CAPITAL MANAGEMENT LLC 410.00%0.02%0.19%Q3 2013Q2 201819
C.V. Starr & Co., Inc. Trust 19193.19%4.91%6.60%Q3 2015Q1 202019
SOLARIS ASSET MANAGEMENT LLC 19190.04%0.04%0.05%Q2 2013Q4 201719
Altium Wealth Management LLC 19190.14%0.21%0.32%Q4 2017Q2 202219
CI Global Investments Inc. 19190.06%0.73%1.66%Q2 2013Q4 201719
Quadrature Capital Ltd 710.04%0.42%2.14%Q3 2015Q3 202319
TWIN CAPITAL MANAGEMENT INC 1510.17%0.41%0.67%Q2 2013Q3 202319
COMERICA SECURITIES,INC. 19190.02%0.13%0.30%Q1 2019Q3 202319
Nexus Investment Management ULC 19190.06%0.13%0.16%Q2 2013Q4 201719
VISTA INVESTMENT MANAGEMENT 19190.14%0.30%0.50%Q4 2017Q2 202219
PEOPLES BANK /OH 1720.12%0.15%0.19%Q4 2015Q1 202119
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1010.02%0.03%0.04%Q2 2013Q4 202119
Rikoon Group, LLC 19190.28%2.46%3.54%Q3 2016Q1 202119
Cornerstone Capital, Inc. 19190.04%0.08%0.11%Q2 2015Q4 201919
QUEST INVESTMENT MANAGEMENT LLC 1630.02%0.81%2.35%Q3 2013Q1 201919
BOENNING & SCATTERGOOD, INC. 19190.09%0.34%0.95%Q2 2018Q4 202219
BENJAMIN EDWARDS INC 19190.00%0.07%0.52%Q1 2019Q3 202319
Wesleyan Assurance Society 19191.04%2.18%2.94%Q1 2019Q3 202319
WESTWOOD MANAGEMENT CORP /IL/ 910.03%0.44%3.38%Q2 2013Q1 201919
BRINKER CAPITAL INC 920.01%0.09%0.70%Q2 2013Q1 202019
Wealthquest Corp 1310.04%0.16%0.72%Q3 2015Q2 202319
BRIDGES INVESTMENT COUNSEL INC/ 19190.42%0.95%1.28%Q2 2013Q4 201719
Bremer Bank National Association 19190.09%0.81%1.42%Q1 2019Q3 202319
TRAIN BABCOCK ADVISORS LLC 19190.19%0.36%0.48%Q2 2013Q4 201719
Private Capital Group, LLC 19190.02%0.06%0.11%Q4 2017Q2 202219
Natixis Investment Managers International 1220.00%0.18%0.90%Q3 2013Q2 202219
STEEL GROVE CAPITAL ADVISORS, LLC 1180.07%0.23%0.56%Q1 2017Q3 202319
Impax Asset Management LTD 1310.12%0.39%0.77%Q1 2013Q2 201819
Fosun International Ltd 1360.02%0.24%0.64%Q3 2018Q2 202319
Gardiner Nancy B 19191.14%3.65%5.40%Q4 2015Q2 202019
Founders Capital Management 1270.00%0.11%0.26%Q1 2017Q4 202319
NINE MASTS CAPITAL Ltd 310.00%0.10%0.39%Q2 2017Q3 202019
IFC Holdings Incorporated/FL 19190.10%0.16%0.27%Q2 2013Q4 201719
Delaney Dennis R 19191.38%3.96%5.34%Q4 2015Q2 202019
Lantz Financial LLC 19190.08%0.69%1.24%Q1 2019Q3 202319
FIDUCIARY TRUST INTERNATIONAL LLC 810.05%0.25%1.01%Q3 2013Q2 202019
SII INVESTMENTS INC/WI 19190.14%0.45%0.69%Q2 2013Q4 201719
Campbell Wealth Management 1450.03%0.06%0.14%Q4 2018Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19190.03%0.04%0.05%Q2 2013Q4 201719
Cambria Investment Management, L.P. 1090.22%0.59%0.87%Q4 2014Q3 201919
Realta Investment Advisors 19190.14%0.20%0.29%Q1 2019Q3 202319
FLC Capital Advisors 19190.22%0.53%0.77%Q4 2018Q2 202319
Private Capital Advisors, Inc. 1810.11%1.01%1.84%Q2 2013Q3 202019
MERCER GLOBAL ADVISORS INC /ADV 19190.03%0.08%0.21%Q1 2019Q3 202319
CIDEL ASSET MANAGEMENT INC 1220.01%0.32%0.88%Q4 2014Q1 202119
TSFG, LLC 19190.01%0.02%0.03%Q1 2019Q3 202319
MATHER GROUP, LLC. 19190.18%0.27%0.36%Q1 2019Q3 202319
NATIONAL PLANNING CORP 18180.00%0.42%0.51%Q2 2013Q3 201719
Fairbanks Capital Management, Inc. 19190.20%0.29%0.35%Q2 2016Q4 202019
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1710.05%0.12%0.79%Q4 2015Q4 202019
Independence Trust CO 19191.63%3.48%5.66%Q2 2013Q4 201719
Aspire Private Capital, LLC 1450.01%0.03%0.07%Q4 2018Q3 202319
Investors Research Corp 19190.00%0.11%0.31%Q1 2019Q3 202319
Midwest Professional Planners, LTD. 1630.20%1.35%5.01%Q4 2017Q1 202319
Arden Trust Co 19190.04%0.13%0.26%Q2 2019Q4 202319
Corbenic Partners LLC 19190.01%0.06%0.14%Q2 2013Q4 201719
TimeScale Financial, Inc. 19190.00%0.03%0.12%Q4 2018Q2 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.02%0.11%0.87%Q3 2018Q3 202319
HARBOR ADVISORY CORP /MA/ 19190.33%0.90%1.56%Q4 2017Q2 202219
Ascension Asset Management LLC 1010.38%1.01%1.61%Q4 2017Q2 202319
WEALTHFRONT Corp 19190.00%0.05%0.07%Q1 2014Q3 201819
FOUNDERS FINANCIAL SECURITIES LLC 1270.09%0.71%1.82%Q2 2014Q1 202119
Marketfield Asset Management LLC 1351.20%2.71%5.29%Q2 2013Q3 201818
AlphaStar Capital Management, LLC 1030.05%0.11%0.24%Q3 2017Q1 202318
Sculptor Capital LP 710.00%0.13%0.37%Q2 2013Q3 201518
Legg Mason Asset Management (Japan) Co., Ltd. 1350.61%1.02%1.75%Q2 2017Q4 202118
Westhampton Capital, LLC 18180.69%1.74%2.40%Q2 2019Q3 202318
First Long Island Investors, LLC 1711.02%1.60%2.00%Q2 2013Q1 201918
BFSG, LLC 910.04%0.70%1.45%Q1 2017Q2 202218
Fieldpoint Private Securities, LLC 1010.01%0.18%0.50%Q1 2017Q2 202218
SP Asset Management 18180.20%0.47%0.78%Q2 2018Q3 202218
Virtu KCG Holdings LLC 16160.01%0.06%0.26%Q3 2013Q2 201718
Lombard Odier Asset Management (Europe) Ltd 1610.01%0.15%0.55%Q2 2016Q1 202118
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 18180.14%0.19%0.48%Q2 2013Q3 201718
Barrington Strategic Wealth Management Group LLC 18180.19%0.23%0.35%Q2 2013Q3 201718
Bryn Mawr Capital Management, LLC 1440.13%0.29%0.48%Q4 2016Q3 202318
QV Investors Inc. 18180.22%0.94%1.51%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.15%0.18%0.21%Q2 2013Q3 201718
RAY GERALD L & ASSOCIATES LTD 18180.12%0.14%0.20%Q2 2013Q3 201718
Sound View Wealth Advisors Group, LLC 18180.09%0.32%0.58%Q2 2019Q3 202318
LGT CAPITAL PARTNERS LTD. 18180.09%1.41%2.13%Q4 2014Q1 201918
UNITED BANK, INC. 18180.51%0.64%0.83%Q2 2013Q3 201718
Smith Affiliated Capital Corp. 1350.01%0.04%0.10%Q1 2013Q3 201718
Stadion Money Management, LLC 18180.01%0.03%0.08%Q3 2014Q4 201818
Meridian Wealth Management, LLC 1210.03%0.17%0.30%Q4 2016Q3 202318
DELTA FINANCIAL ADVISORS LLC 18180.59%0.88%1.12%Q2 2019Q3 202318
Ellevest, Inc. 18180.00%0.02%0.06%Q4 2018Q1 202318
New Capital Management LP 18180.01%0.09%0.54%Q4 2016Q1 202118
Wealthstreet Investment Advisors, LLC 18180.04%0.15%1.05%Q4 2017Q1 202218
UBS AG 660.00%0.09%0.28%Q2 2013Q3 201418
Firsthand Capital Management, Inc. 1210.08%0.21%0.46%Q2 2013Q1 201918
TUKMAN GROSSMAN CAPITAL MANAGEMENT INC 18182.82%4.15%6.46%Q2 2013Q3 201718
AustralianSuper Pty Ltd 1710.12%0.61%1.23%Q3 2017Q2 202218
Mutual Advisors, LLC 18180.05%0.10%0.16%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.21%0.25%0.28%Q2 2013Q3 201718
Wealthspire Advisors, LLC 1710.01%0.05%0.12%Q4 2018Q3 202318
BEACON FINANCIAL GROUP 1440.04%0.06%0.09%Q3 2013Q4 202218
Members Trust Co 1010.01%0.02%0.03%Q2 2016Q3 202318
FormulaFolio Investments, LLC 1620.01%0.04%0.08%Q4 2016Q2 202118
Sharkey, Howes & Javer 18180.04%0.07%0.13%Q1 2015Q2 201918
MANNING & NAPIER ADVISORS LLC 18180.06%0.11%0.21%Q2 2013Q3 201718
INVESTMENT CENTERS OF AMERICA INC 18180.22%0.41%0.65%Q2 2013Q3 201718
Keeler Thomas Management LLC 1710.60%2.51%3.96%Q4 2017Q2 202218
Vestmark Advisory Solutions, Inc. 18180.05%0.20%0.50%Q1 2019Q2 202318
MidWestOne Financial Group, Inc. 18180.17%0.40%0.62%Q2 2019Q3 202318
Capital Advisory Group Advisory Services, LLC 1710.08%0.14%0.26%Q1 2018Q3 202318
United Asset Strategies, Inc. 910.04%0.08%0.13%Q2 2017Q3 202318
EVERENCE CAPITAL MANAGEMENT INC 18180.95%1.22%1.68%Q2 2013Q3 201718
BROOKS, MOORE & ASSOCIATES, INC. 18180.15%0.67%1.32%Q4 2018Q1 202318
Handelsbanken Fonder AB 1410.02%0.12%0.21%Q4 2015Q3 202318
Traynor Capital Management, Inc. 18180.31%1.04%1.45%Q3 2015Q4 201918
FORT, L.P. 1170.02%0.29%0.54%Q3 2018Q1 202318
Financial Advisors, LLC 18180.05%0.21%0.50%Q4 2018Q1 202318
Lester Murray Antman dba SimplyRich 1440.14%0.44%0.75%Q4 2017Q3 202218
Pineno Levin & Ford Asset Management, Inc. 1620.09%0.11%0.13%Q1 2016Q3 202018
Capital International Investors 1710.02%0.49%1.13%Q2 2013Q1 202018
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.00%0.08%1.32%Q4 2015Q1 202018
QVR LLC 430.01%0.05%0.13%Q4 2020Q3 202218
New World Advisors LLC 18180.12%0.31%0.46%Q2 2019Q3 202318
NIPPON LIFE INSURANCE CO 18180.08%0.11%0.13%Q2 2013Q3 201718
Centerstone Investors, LLC 18182.02%4.79%8.89%Q4 2018Q1 202318
DAVIDSON & GARRARD INC 18180.22%0.25%0.29%Q2 2013Q3 201718
Meridian Wealth Advisors, LLC 18180.07%0.20%0.50%Q4 2018Q1 202318
Gladstone Institutional Advisory LLC 18180.05%0.14%0.31%Q2 2019Q3 202318
MCMILLION CAPITAL MANAGEMENT INC 910.03%0.77%1.51%Q2 2013Q2 202317
EXCHANGE TRADED CONCEPTS, LLC 17170.00%0.20%0.59%Q4 2019Q4 202317
DT Investment Partners, LLC 17170.15%0.30%0.63%Q3 2019Q3 202317
Ninety One SA (PTY) Ltd 17170.07%0.22%0.33%Q2 2015Q2 201917
Centiva Capital, LP 410.00%0.05%0.16%Q2 2019Q3 202317
Patriot Wealth Management, Inc. 17171.04%1.22%1.74%Q2 2013Q2 201717
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Private Capital Management, LLC 710.04%0.27%0.72%Q3 2020Q3 202317
HORIZON KINETICS ASSET MANAGEMENT LLC 1430.01%0.01%0.01%Q1 2019Q3 202317
OSSIAM 17170.01%0.11%0.26%Q2 2019Q2 202317
GLYNN CAPITAL MANAGEMENT LLC 17170.06%0.09%0.12%Q2 2019Q2 202317
I.G. INVESTMENT MANAGEMENT, LTD. 17170.00%0.05%0.08%Q2 2013Q2 201717
Schonfeld Strategic Advisors LLC 610.00%0.05%0.28%Q2 2016Q3 202317
MEANS INVESTMENT CO., INC. 17170.04%0.09%0.22%Q4 2018Q4 202217
FCM INVESTMENTS/TX 17170.06%0.09%0.18%Q2 2013Q2 201717
PIERSHALE FINANCIAL GROUP, INC. 1430.01%0.02%0.04%Q2 2013Q2 202317
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.02%0.09%0.14%Q2 2013Q2 201717
GREATMARK INVESTMENT PARTNERS, INC. 17170.07%0.31%0.89%Q3 2019Q3 202317
1st Global Advisors, Inc. 17170.12%0.17%0.30%Q2 2013Q2 201717
Wolff Financial Management LLC 1070.11%0.21%0.39%Q4 2018Q1 202317
CAPITAL GUARDIAN TRUST CO 1610.00%0.07%0.13%Q2 2013Q3 201817
MACKAY SHIELDS LLC 17170.11%0.16%0.26%Q1 2018Q1 202217
SIGNET FINANCIAL MANAGEMENT, LLC 1610.01%0.21%0.40%Q4 2014Q4 202117
One Capital Management, LLC 740.01%0.05%0.09%Q2 2014Q3 202217
SpiderRock Advisors, LLC 1610.02%0.40%1.54%Q1 2017Q3 202217
IMPAX ASSET MANAGEMENT LLC 17170.29%1.01%1.84%Q2 2013Q2 201717
ELCO Management Co., LLC 17170.10%0.17%0.21%Q3 2016Q3 202017
Forester Capital Management, LTD 17171.60%3.05%4.31%Q2 2013Q2 201717
Fluent Financial, LLC 16160.05%2.53%3.41%Q4 2019Q3 202317
Elefante Mark B 17170.88%3.22%5.25%Q1 2016Q1 202017
Redwood Investments, LLC 17170.00%0.01%0.02%Q2 2013Q2 201717
Supplemental Annuity Collective Trust of NJ 17170.29%0.73%0.90%Q1 2014Q1 201817
WESTFIELD CAPITAL MANAGEMENT CO LP 1520.00%0.01%0.03%Q2 2013Q2 202117
Circle Wealth Management, LLC 17170.11%0.38%1.12%Q2 2019Q2 202317
LMCG INVESTMENTS, LLC 1070.02%0.07%0.10%Q2 2013Q3 202317
GM Advisory Group, LLC 1220.02%0.07%0.12%Q4 2016Q3 202317
Allen Capital Group, LLC 1430.28%0.43%0.65%Q2 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.02%0.03%0.06%Q3 2019Q3 202317
Charles Schwab Trust Co 17170.09%0.30%0.48%Q3 2019Q3 202317
Ballast, Inc. 1340.09%0.19%0.36%Q4 2017Q1 202217
WFG Advisors, LP 17170.19%0.28%0.36%Q2 2013Q2 201717
Salient Capital Advisors, LLC 17170.02%0.09%0.16%Q2 2013Q2 201717
GSA CAPITAL PARTNERS LLP 410.03%0.10%0.32%Q2 2013Q3 202317
NICOLET ADVISORY SERVICES, LLC 1410.02%0.05%0.07%Q1 2019Q3 202317
COBIZ WEALTH, LLC 1610.04%0.38%0.77%Q2 2013Q4 201817
JCIC Asset Management Inc. 1160.00%0.01%0.02%Q2 2014Q3 202017
Taylor Wealth Management Partners 17170.05%0.14%0.22%Q1 2015Q1 201917
STRATEGIC CAPITAL ADVISERS, INC. 17170.20%0.31%0.46%Q2 2018Q2 202217
Windsor Financial Group, LLC 17170.30%0.47%0.77%Q2 2013Q2 201717
SEEYOND 17170.02%0.14%0.27%Q4 2018Q4 202217
BREITER CAPITAL MANAGEMENT INC 1340.63%1.05%2.04%Q4 2017Q1 202217
iAB Financial Bank 17170.46%0.58%0.83%Q2 2013Q2 201717
Bull Street Advisors, LLC 17170.13%0.22%0.36%Q3 2019Q3 202317
Spearhead Capital Advisors, LLC 17170.66%1.10%1.31%Q4 2017Q4 202117
Thomas J. Herzfeld Advisors, Inc. 1340.00%0.03%0.09%Q4 2014Q1 201917
Farmers National Bank 1520.26%0.52%0.95%Q4 2014Q2 201917
VESTOR CAPITAL, LLC 1320.01%0.13%0.92%Q3 2018Q3 202317
BEACON TRUST CO 17170.34%0.37%0.41%Q1 2013Q1 201717
EVOKE WEALTH, LLC 17170.01%0.07%0.20%Q3 2019Q3 202317
JAMES INVESTMENT RESEARCH INC 510.00%0.00%0.00%Q3 2014Q4 202217
Ellenbecker Investment Group 17170.06%0.16%0.36%Q4 2017Q4 202117
JT Stratford LLC 1160.09%0.28%0.63%Q4 2016Q1 202217
Resource Management, LLC 17170.06%0.14%0.27%Q4 2017Q4 202117
VILLERE ST DENIS J & CO LLC 1520.01%0.03%0.03%Q2 2013Q1 201817
Ilmarinen Mutual Pension Insurance Co 17170.02%0.12%0.21%Q3 2019Q3 202317
Legacy Advisors, LLC 1110.04%0.14%0.51%Q4 2016Q3 202317
Geneva Advisors, LLC 17170.02%0.06%0.09%Q2 2013Q2 201717
Close Asset Management Ltd 17170.08%2.12%5.52%Q4 2016Q4 202017
Lee Financial Co 1410.00%0.01%0.02%Q2 2017Q3 202317
RONALD BLUE & CO LLC 17170.01%0.11%0.19%Q2 2013Q2 201717
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.08%0.12%Q3 2019Q3 202317
USAdvisors Wealth Management, LLC 17170.93%2.61%4.43%Q3 2019Q3 202317
Miracle Mile Advisors, LLC 1010.01%0.09%0.39%Q4 2017Q3 202317
HRT FINANCIAL LP 910.01%0.19%1.29%Q2 2017Q2 202317
First National Bank of South Miami 17170.01%0.30%0.59%Q4 2018Q4 202217
CAPSTONE ASSET MANAGEMENT CO 17170.46%0.63%0.79%Q2 2013Q2 201717
McCollum Christoferson Group LLC 1060.05%1.53%3.18%Q4 2017Q4 202116
Center for Financial Planning, Inc. 16160.17%0.33%0.48%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.56%0.85%1.19%Q4 2019Q3 202316
BlackRock Investment Management, LLC 15150.00%0.56%0.74%Q2 2013Q4 201616
Kinsight, LLC 16160.12%0.16%0.19%Q3 2013Q2 201716
CAPITAL MANAGEMENT CORP /VA 1420.08%0.20%0.26%Q3 2013Q1 201816
STEPH & CO 16160.08%0.18%0.29%Q4 2019Q3 202316
STEWART WEST INDIES TRADING CO., LTD 16160.48%0.58%0.64%Q2 2013Q1 201716
SONATA CAPITAL GROUP INC 16160.27%0.30%0.33%Q4 2014Q3 201816
Executive Wealth Management, LLC 1510.02%0.04%0.05%Q4 2018Q4 202216
Arkfeld Wealth Strategies, L.L.C. 16160.33%0.75%1.51%Q4 2019Q3 202316
TBH Global Asset Management, LLC 16160.06%0.16%0.33%Q4 2019Q3 202316
Cypress Wealth Services, LLC 16160.06%0.13%0.19%Q4 2017Q3 202116
Halpern Financial, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Vestcor Inc 16160.04%0.07%0.10%Q4 2019Q3 202316
Elwood & Goetz Wealth Advisory Group, LLC 1510.06%0.17%0.34%Q4 2018Q4 202216
PREMIER ASSET MANAGEMENT LLC 16160.09%0.22%0.37%Q1 2019Q4 202216
JANUS HENDERSON INVESTORS US LLC 16160.04%0.31%0.49%Q2 2013Q1 201716
Kore Private Wealth LLC 16160.04%0.07%0.15%Q4 2018Q3 202216
NEW YORK LIFE TRUST CO 16160.06%0.38%0.73%Q2 2013Q1 201716
Tidal Investments LLC 16160.04%0.09%0.12%Q4 2019Q3 202316
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1510.06%0.26%0.58%Q2 2018Q3 202316
Venture Visionary Partners LLC 16160.08%0.19%0.35%Q4 2019Q3 202316
Capital Bank & Trust Co 16160.00%0.01%0.01%Q2 2017Q1 202116
Keudell/Morrison Wealth Management 1240.07%0.18%0.26%Q1 2019Q1 202316
Sugarloaf Wealth Management, LLC 16160.04%0.09%0.17%Q4 2019Q3 202316
Round Table Services, LLC 970.05%0.16%0.28%Q4 2016Q3 202216
Fiduciary Planning LLC 16160.23%0.75%1.72%Q4 2019Q3 202316
Clarity Wealth Advisors, LLC 16160.79%1.23%1.59%Q4 2019Q3 202316
Taikang Asset Management (Hong Kong) Co Ltd 16160.01%0.21%0.42%Q4 2017Q3 202116
PFG Advisors 16160.03%0.30%0.46%Q4 2018Q3 202216
Red Door Wealth Management, LLC 16160.09%0.15%0.26%Q4 2019Q3 202316
Seven Springs Wealth Group, LLC 16160.11%0.20%0.30%Q4 2019Q3 202316
J. L. Bainbridge & Co., Inc. 16160.02%0.04%0.07%Q2 2018Q1 202216
Aberdeen Wealth Management LLC 16160.30%0.92%1.40%Q4 2019Q3 202316
BOOTHBAY FUND MANAGEMENT, LLC 810.01%0.02%0.07%Q2 2017Q3 202316
Banque Cantonale Vaudoise 16160.26%0.31%0.40%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.04%0.06%Q4 2019Q3 202316
BRANDYWINE OAK PRIVATE WEALTH LLC 16160.03%0.07%0.11%Q4 2018Q3 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.04%0.18%0.35%Q4 2019Q3 202316
Braun-Bostich & Associates Inc. 810.02%0.31%0.99%Q4 2017Q1 202216
Oppenheimer & Close, LLC 1512.34%3.13%4.29%Q3 2012Q1 201716
Vectors Research Management, LLC 16160.02%0.16%0.35%Q3 2018Q2 202216
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.05%0.16%0.41%Q4 2019Q3 202316
Cedar Mountain Advisors, LLC 16160.01%0.03%0.04%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.15%0.49%0.98%Q4 2019Q3 202316
Ethic Inc. 16160.02%0.09%0.31%Q4 2019Q3 202316
Advisors Capital Management, LLC 820.01%0.04%0.11%Q3 2018Q4 202216
Detalus Advisors, LLC 16160.12%0.44%0.72%Q4 2019Q3 202316
Birch Capital Management, LLC 16160.01%1.63%2.76%Q4 2019Q3 202316
STEVENS CAPITAL MANAGEMENT LP 310.01%0.61%1.71%Q4 2013Q3 202316
PSI Advisors, LLC 16160.08%0.16%0.30%Q4 2019Q3 202316
Kessler Investment Group, LLC 16160.04%0.10%0.28%Q4 2019Q3 202316
Firestone Capital Management 16160.09%0.14%0.19%Q4 2019Q3 202316
Surevest, LLC 16160.25%0.93%1.43%Q4 2018Q3 202216
Cairn Investment Group, Inc. 16160.49%1.52%2.25%Q4 2019Q3 202316
Leelyn Smith, LLC 16160.40%0.65%1.19%Q4 2019Q3 202316
Burleson & Company, LLC 16160.00%0.04%0.10%Q1 2019Q4 202216
Core Alternative Capital 16160.16%1.39%1.84%Q4 2019Q3 202316
ROBERTS GLORE & CO INC /IL/ 16160.06%0.10%0.15%Q4 2019Q3 202316
NIXON PEABODY TRUST CO 1410.07%0.52%0.92%Q4 2015Q4 202116
DELTA LLOYD NV 16160.03%0.50%1.04%Q2 2013Q1 201716
Cypress Wealth Advisors LLC 16160.14%1.20%2.28%Q2 2015Q1 201916
ALTA CAPITAL MANAGEMENT LLC/ 16160.02%1.78%2.13%Q2 2013Q1 201716
Narwhal Capital Management 16160.18%0.35%0.60%Q2 2013Q1 201716
Nicollet Investment Management, Inc. 740.09%0.39%2.01%Q1 2018Q3 202316
Arkadios Wealth Advisors 16160.04%0.09%0.17%Q4 2019Q3 202316
Concert Wealth Management Inc. 16160.07%0.10%0.17%Q2 2013Q1 201716
S.A. Mason LLC 16160.15%0.24%0.34%Q4 2019Q3 202316
Arjuna Capital 720.31%0.87%2.22%Q4 2017Q2 202316
Orion Portfolio Solutions, LLC 16160.02%0.04%0.06%Q4 2019Q3 202316
K.J. Harrison & Partners Inc 1120.03%0.25%0.94%Q2 2013Q3 202116
JACOBS & CO/CA 16160.32%1.05%1.42%Q1 2019Q4 202216
Madison Asset Management, LLC 16160.01%0.21%0.49%Q4 2019Q3 202316
LPWM LLC 16160.12%0.25%0.45%Q4 2019Q3 202316
IMA Wealth, Inc. 1510.00%0.01%0.13%Q2 2013Q3 202316
Human Investing LLC 1240.07%0.29%0.52%Q4 2018Q4 202216
Dakota Wealth Management 720.02%0.09%0.23%Q2 2018Q3 202316
Castle Rock Wealth Management, LLC 930.08%0.32%0.80%Q4 2017Q4 202216
HUSSMAN STRATEGIC ADVISORS, INC. 830.12%0.64%1.65%Q2 2013Q3 202316
9258 Wealth Management, LLC 16160.07%0.12%0.15%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.03%0.06%0.12%Q4 2019Q3 202316
Parcion Private Wealth LLC 16160.04%0.09%0.14%Q4 2019Q3 202316
Bridge Creek Capital Management LLC 1330.09%0.33%0.50%Q1 2016Q4 202216
BALLAST ADVISORS LLC 16160.39%1.17%2.16%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.12%0.35%0.68%Q4 2019Q3 202316
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 520.00%0.05%0.33%Q1 2017Q1 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
TIAA CREF TRUST CO FSB/MO 16160.17%0.26%0.35%Q2 2013Q1 201716
MATRIX PRIVATE CAPITAL GROUP LLC 16160.22%0.36%0.63%Q4 2019Q3 202316
Magnetar Financial LLC 510.00%0.02%0.08%Q1 2015Q4 202116
Integrated Advisors Network LLC 16160.03%0.18%0.38%Q4 2019Q3 202316
Key FInancial Inc 16160.08%0.25%0.48%Q4 2019Q3 202316
SteelPeak Wealth, LLC 16160.30%0.57%0.75%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.09%0.23%0.58%Q4 2019Q3 202316
Morse Asset Management, Inc 16160.22%0.81%1.46%Q1 2017Q4 202016
MARKSTON INTERNATIONAL LLC 16160.04%0.67%0.89%Q2 2013Q1 201716
AlphaCrest Capital Management LLC 16160.02%0.24%0.46%Q4 2018Q3 202216
Hummer Financial Advisory Services Inc 16160.55%1.01%1.46%Q4 2019Q3 202316
Occidental Asset Management, LLC 1210.00%0.31%0.47%Q1 2019Q3 202216
Pendal Group Ltd 820.00%0.01%0.04%Q4 2017Q4 202216
Column Capital Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
EDGE ASSET MANAGEMENT, INC 16160.30%0.35%0.45%Q2 2013Q1 201716
BLACKROCK ADVISORS LLC 15150.02%0.42%0.70%Q2 2013Q4 201616
ROBSHAW & JULIAN ASSOCIATES INC 16160.41%0.49%0.60%Q3 2013Q2 201716
BlackRock Group LTD 15150.39%0.46%0.50%Q2 2013Q4 201615
HHM Wealth Advisors, LLC 15150.00%0.01%0.02%Q1 2020Q3 202315
WORLDQUANT MILLENNIUM ADVISORS LLC 610.01%0.18%0.59%Q1 2019Q3 202315
ExodusPoint Capital Management, LP 720.02%0.08%0.30%Q4 2018Q3 202315
Retirement Group, LLC 1410.01%0.02%0.05%Q4 2019Q3 202315
J. W. Coons Advisors, LLC 15150.32%0.67%0.95%Q1 2020Q3 202315
Horizon Kinetics 1410.00%0.01%0.02%Q4 2014Q4 201815
M&G INVESTMENT MANAGEMENT LTD 1320.00%0.03%0.21%Q4 2019Q3 202315
WAFRA INC. 15150.07%0.31%0.94%Q3 2015Q1 201915
Calvert Investment Management, Inc. 15150.06%0.22%0.34%Q2 2013Q4 201615
Bank Julius Baer & Co. Ltd, Zurich 15150.02%0.25%1.06%Q1 2020Q3 202315
Nichols Asset Management LLC 15150.20%0.57%2.01%Q2 2013Q4 201615
StoneX Group Inc. 1210.07%0.18%0.62%Q2 2017Q3 202215
BlackRock Institutional Trust Company, N.A. 15150.38%0.42%0.47%Q2 2013Q4 201615
ETRADE Capital Management LLC 15150.01%0.02%0.05%Q1 2017Q3 202015
BlackRock Japan Co. Ltd 15150.39%0.46%0.58%Q2 2013Q4 201615
KANALY TRUST CO 15150.05%0.08%0.11%Q2 2013Q4 201615
Antonetti Capital Management LLC 910.01%0.11%0.30%Q2 2010Q3 202315
RIVER GLOBAL INVESTORS LLP 15150.20%0.42%0.59%Q1 2020Q3 202315
Alley Co LLC 15150.70%1.42%1.85%Q3 2016Q1 202015
Gardner Russo & Gardner 15150.00%0.00%0.00%Q3 2015Q1 201915
PENINSULA ASSET MANAGEMENT INC 15151.75%2.12%2.46%Q2 2013Q4 201615
MARTIN CURRIE LTD 15150.03%0.35%1.15%Q3 2016Q1 202015
TCW GROUP INC 15150.05%0.12%0.19%Q2 2013Q4 201615
Beacon Capital Management, Inc. 1110.00%0.00%0.02%Q4 2013Q1 202015
Willingdon Wealth Management 1140.04%0.38%1.01%Q1 2016Q1 202015
LMR Partners LLP 410.01%0.14%0.32%Q2 2014Q1 202215
INTEGRATED WEALTH COUNSEL, LLC 15150.30%0.66%1.08%Q2 2013Q4 201615
Capital Investment Services of America, Inc. 1320.02%0.04%0.04%Q1 2016Q2 202115
Nikko Asset Management Americas, Inc. 1320.02%0.05%0.08%Q4 2013Q3 201715
Community Financial Services Group, LLC 710.01%0.14%0.44%Q2 2013Q4 201915
Stone Ridge Asset Management LLC 910.02%0.29%0.95%Q4 2014Q2 202015
FOUNDERS CAPITAL MANAGEMENT, LLC 15150.17%0.19%0.20%Q1 2015Q3 201815
ALLEGHANY CORP /DE 820.08%1.53%4.90%Q2 2013Q4 202115
Avidian Wealth Solutions, LLC 1410.02%0.05%0.08%Q4 2019Q3 202315
HIGH POINT BANK & TRUST CO 15150.04%0.08%0.22%Q2 2013Q4 201615
NorthCoast Asset Management LLC 15150.14%0.26%0.41%Q1 2018Q3 202115
CAZ INVESTMENTS LP 15150.78%1.86%2.73%Q2 2015Q4 201815
Dynamic Technology Lab Private Ltd 410.08%0.23%0.61%Q4 2012Q3 202315
JANICZEK WEALTH MANAGEMENT, LLC 1410.00%0.08%0.13%Q2 2018Q3 202315
B & T Capital Management DBA Alpha Capital Management 1140.17%0.47%1.14%Q2 2013Q1 201915
ESSEX INVESTMENT MANAGEMENT CO LLC 720.00%0.03%0.04%Q3 2013Q4 202115
Abacus Planning Group, Inc. 1410.06%0.14%0.24%Q1 2019Q4 202215
Edgestream Partners, L.P. 810.03%0.35%0.89%Q1 2014Q1 202215
Mengis Capital Management, Inc. 15150.46%0.97%1.50%Q1 2020Q3 202315
Capital Research Global Investors 1050.03%0.10%0.36%Q2 2013Q3 201915
MSI Financial Services Inc 15150.14%0.21%0.29%Q2 2013Q4 201615
Karp Capital Management Corp 1410.00%0.33%0.64%Q4 2014Q4 201815
Barry Investment Advisors, LLC 15150.48%2.10%3.42%Q1 2020Q3 202315
BONTEMPO OHLY CAPITAL MGMT LLC 15150.87%1.15%1.44%Q1 2020Q3 202315
McGowan Group Asset Management, Inc. 15150.04%0.05%0.06%Q1 2020Q3 202315
Trexquant Investment LP 310.02%0.17%0.56%Q2 2015Q3 202315
Rampart Investment Management Company, LLC 15150.11%0.29%0.66%Q1 2017Q3 202015
Diversified Portfolios, Inc. 960.06%0.13%0.18%Q1 2017Q1 202215
True North Advisors, LLC 15150.06%0.09%0.11%Q4 2019Q2 202315
OFI Advisors LLC 1140.16%0.18%0.20%Q3 2011Q3 201515
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.10%0.22%0.32%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.03%0.11%0.20%Q1 2020Q3 202315
Auxano Advisors, LLC 15150.14%0.39%0.68%Q1 2020Q3 202315
Eudaimonia Partners, LLC 870.06%0.13%0.26%Q4 2019Q3 202315
Citizens National Bank Trust Department 15150.07%0.23%0.40%Q1 2020Q3 202315
Stokes & Hubbell Capital Management, LLC 15150.10%0.15%0.20%Q3 2015Q1 201915
HERON FINANCIAL GROUP, LLC 15150.11%0.23%0.35%Q4 2019Q2 202315
CAROLINAS WEALTH CONSULTING LLC 15150.05%0.11%0.25%Q1 2020Q3 202315
Private Wealth Strategies, L.L.C. 15150.05%0.09%0.14%Q4 2019Q2 202315
American Investment Services, Inc. 710.08%0.25%0.98%Q2 2015Q3 202315
Alhambra Investment Management LLC 15150.15%0.26%0.37%Q4 2019Q2 202315
Columbia Trust Co 01012016 1230.16%0.34%0.94%Q4 2019Q3 202315
CEDAR CAPITAL, LLC 15150.11%0.39%0.55%Q1 2017Q3 202015
CVA Family Office, LLC 15150.01%0.05%0.11%Q1 2020Q3 202315
Mayfair Advisory Group, LLC 1050.30%0.48%0.98%Q4 2019Q3 202315
Horan Securities, Inc. 720.02%0.04%0.06%Q2 2019Q2 202315
GLG LLC 960.09%0.32%0.52%Q1 2014Q4 201715
Great Diamond Partners, LLC 15150.05%0.16%0.30%Q4 2019Q2 202315
CFM WEALTH PARTNERS LLC 15150.05%0.12%0.19%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.06%0.10%0.15%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.37%0.51%0.66%Q3 2016Q1 202015
Advisor Group, Inc. 15150.08%0.13%0.17%Q2 2016Q4 201915
XML Financial, LLC 15150.06%0.09%0.12%Q1 2020Q3 202315
Vivaldi Capital Management LP 15150.18%0.24%0.30%Q2 2019Q4 202215
Front Street Capital Management, Inc. 15150.06%0.14%0.21%Q2 2016Q4 201915
Legacy Bridge, LLC 1050.01%0.15%0.83%Q4 2018Q3 202215
Physician Wealth Advisors, Inc. 15150.19%0.39%0.66%Q3 2019Q1 202315
BlackRock Fund Advisors 15150.25%0.28%0.31%Q2 2013Q4 201615
EAGLE CAPITAL MANAGEMENT LLC 1410.00%0.80%1.43%Q2 2013Q2 202115
Relyea Zuckerberg Hanson LLC 1320.05%0.23%0.71%Q4 2019Q3 202315
Avion Wealth 15150.00%0.01%0.04%Q1 2020Q3 202315
Pavion Blue Capital, LLC 15150.23%0.49%0.69%Q1 2020Q3 202315
Virtus Fund Advisers, LLC 15150.00%0.00%0.01%Q2 2014Q4 201715
TSP Capital Management Group, LLC 15150.15%0.19%0.23%Q2 2013Q4 201615
IEQ CAPITAL, LLC 1140.02%0.05%0.10%Q4 2019Q3 202315
NORTHSTAR WEALTH PARTNERS LLC 15151.21%1.48%1.92%Q1 2017Q3 202015
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 15150.03%0.05%0.07%Q1 2019Q3 202215
Caption Management, LLC 310.00%0.22%0.92%Q3 2019Q3 202315
WILLIAM HARRIS INVESTORS INC 15150.08%0.09%0.11%Q2 2013Q4 201615
Epstein & White Financial LLC 15150.08%0.21%0.43%Q4 2017Q2 202115
Global Wealth Management Investment Advisory, Inc. 15150.00%0.01%0.04%Q4 2018Q2 202215
Artemis Wealth Advisors, LLC 960.00%0.01%0.02%Q4 2019Q3 202315
Ziegler Capital Management, LLC 15150.07%0.16%0.30%Q1 2020Q3 202315
PacWest Financial Management Inc 15150.61%1.59%1.81%Q2 2013Q4 201615
Vanguard Personalized Indexing Management, LLC 15150.09%0.18%0.33%Q1 2020Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.03%0.05%0.11%Q4 2017Q2 202115
Pacific Wealth Strategies Group, Inc. 15151.16%1.57%2.13%Q4 2016Q2 202015
White Lighthouse Investment Management Inc. 960.06%0.10%0.16%Q4 2017Q4 202115
Cadence Bank 15150.04%0.54%0.89%Q1 2020Q3 202315
Pratt Collard Advisory Partners LLC 15150.92%1.39%2.08%Q4 2017Q2 202115
DSC Advisors, L.P. 870.03%0.13%0.33%Q1 2018Q3 202215
Gryphon Financial Partners LLC 810.05%0.08%0.15%Q4 2017Q2 202215
CRA Financial Services, LLC 15150.08%0.21%0.35%Q4 2018Q2 202215
Nan Shan Life Insurance Co., Ltd. 1320.06%4.97%13.49%Q4 2012Q1 202115
Inlet Private Wealth, LLC 15150.08%0.15%0.20%Q4 2019Q2 202315
Mizuho Securities Co. Ltd. 1210.00%0.06%0.25%Q3 2019Q3 202315
Monte Financial Group, LLC 1320.13%2.13%2.82%Q4 2017Q1 202315
XPONANCE, INC. 14140.09%0.16%0.27%Q2 2020Q3 202314
Schooner Investment Group, LLC. 14140.52%0.81%1.07%Q2 2013Q3 201614
TRANSCEND CAPITAL ADVISORS, LLC 920.12%0.19%0.46%Q4 2019Q3 202314
FIRST AMERICAN TRUST, FSB 1010.05%0.09%0.17%Q2 2013Q3 201914
Advocacy Wealth Management Services, LLC 1310.01%0.01%0.04%Q4 2015Q2 201914
MOODY NATIONAL BANK TRUST DIVISION 1220.00%0.12%0.23%Q4 2018Q3 202314
CORNERSTONE ADVISORS INC 1310.33%0.57%0.80%Q2 2013Q3 201814
Mint Tower Capital Management B.V. 660.02%0.20%0.44%Q3 2020Q4 202114
Dai-ichi Life Holdings, Inc. 14140.32%0.44%0.54%Q2 2013Q3 201614
Brouwer & Janachowski, LLC 1110.04%0.06%0.11%Q4 2013Q2 202114
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 810.00%0.11%0.28%Q4 2016Q3 202314
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC 14140.14%0.21%0.29%Q2 2013Q3 201614
Delta Accumulation, LLC 430.10%0.84%3.09%Q4 2021Q3 202314
Shinko Asset Management Co., Ltd. 14140.01%0.01%0.01%Q2 2013Q3 201614
SevenBridge Financial Group, LLC 1310.23%0.51%1.18%Q2 2016Q3 202214
Weaver Consulting Group 770.01%0.10%0.30%Q1 2019Q3 202314
Marcum Wealth, LLC 14140.03%0.14%0.26%Q4 2019Q1 202314
VAN STRUM & TOWNE INC. 1110.09%0.15%0.25%Q4 2016Q1 202314
Arlington Financial Advisors, LLC 860.42%0.60%0.89%Q4 2017Q2 202114
MinichMacGregor Wealth Management, LLC 1210.07%0.10%0.13%Q4 2015Q4 202214
AGRAN LIBBIE 1310.71%0.81%0.86%Q2 2013Q1 201714
Selective Wealth Management, Inc. 1310.06%0.16%0.50%Q3 2018Q3 202214
Hills Bank & Trust Co 14140.02%0.06%0.08%Q2 2020Q3 202314
Inscription Capital, LLC 910.03%0.18%0.77%Q4 2018Q1 202314
Spectrum Management Group, LLC 14140.06%0.45%1.06%Q3 2015Q4 201814
HCR Wealth Advisors 720.04%0.38%0.60%Q4 2016Q2 202214
MONECO Advisors, LLC 14140.12%0.15%0.20%Q2 2020Q3 202314
WESTPORT RESOURCES MANAGEMENT INC 14140.63%0.74%0.97%Q2 2013Q3 201614
Ferris Capital, LLC 510.05%0.07%0.09%Q2 2017Q1 202214
J.W. COLE ADVISORS, INC. 1310.05%0.14%0.73%Q4 2019Q3 202314
Savior LLC 14140.01%0.07%0.14%Q4 2019Q1 202314
Hubbell Strickland Wealth Management, LLC 14140.14%0.22%0.32%Q3 2019Q4 202214
Verity Asset Management, Inc. 910.17%0.39%0.57%Q3 2019Q2 202314
Parametric Risk Advisors LLC 14140.22%1.30%2.90%Q2 2013Q3 201614
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 630.00%0.98%2.40%Q2 2014Q1 201814
Texas Capital Bank Wealth Management Services Inc 1130.04%0.11%0.33%Q4 2019Q3 202314
Investment Research & Advisory Group, Inc. 1310.00%0.62%0.96%Q4 2019Q3 202314
DEERE & CO 14140.38%0.45%0.51%Q2 2013Q3 201614
McAdam, LLC 910.02%0.04%0.07%Q1 2018Q2 202314
ARGENT TRUST Co 14140.24%1.34%1.72%Q4 2014Q1 201814
LBA Wealth Management, LLC 14140.00%0.01%0.01%Q4 2013Q1 201714
ADVISORY RESEARCH INC 14140.01%0.01%0.01%Q2 2013Q3 201614
ACADIA TRUST NA 14140.24%0.26%0.29%Q2 2013Q3 201614
Regal Wealth Group, Inc. 14140.00%0.00%0.01%Q4 2017Q1 202114
O'Shares Investment Advisers, LLC 14140.91%1.12%1.20%Q4 2018Q1 202214
Arbor Investment Advisors, LLC 14140.09%0.23%0.33%Q1 2019Q2 202214
Camarda Financial Advisors, LLC 610.00%0.18%0.66%Q4 2013Q3 202114
Quantamental Technologies LLC 910.08%0.40%0.87%Q4 2018Q2 202314
Zions Bancorporation 1130.11%0.34%1.09%Q1 2015Q3 201814
PICTET BANK & TRUST Ltd 910.08%0.80%2.11%Q4 2013Q4 202214
KMG FIDUCIARY PARTNERS, LLC 1130.16%0.31%0.65%Q4 2019Q3 202314
LJ TRUST Co LLC 14140.31%0.72%0.81%Q4 2013Q1 201714
6 Meridian 710.17%0.61%1.51%Q4 2017Q4 202114
ICW Investment Advisors LLC 14140.23%0.29%0.34%Q4 2019Q1 202314
MEMBERS CAPITAL ADVISORS INC 1310.09%1.12%1.74%Q4 2019Q3 202314
Parasol Investment Management, LLC 14140.05%0.12%0.25%Q4 2013Q1 201714
Gerstein Fisher 14140.08%0.23%0.29%Q2 2013Q3 201614
Disciplined Investments, LLC 1040.00%0.01%0.03%Q4 2019Q2 202314
Iowa State Bank 1130.23%1.87%2.52%Q2 2013Q1 202014
Mitsubishi UFJ Securities Holdings Co., Ltd. 1040.01%0.26%0.88%Q1 2015Q3 201814
Wealth Quarterback LLC 610.06%0.48%0.61%Q1 1987Q3 202314
AHL Partners LLP 14140.02%0.11%0.27%Q3 2014Q4 201714
GROUP ONE TRADING, L.P. 910.00%0.01%0.03%Q2 2013Q1 202314
TL Private Wealth 14140.15%0.28%0.39%Q4 2019Q1 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.01%0.03%Q2 2017Q3 202014
STRATEGY ASSET MANAGERS LLC 610.00%0.33%0.78%Q1 2014Q1 202214
SIMPLEX TRADING, LLC 410.00%0.04%0.22%Q1 2015Q3 202314
SPRENG CAPITAL MANAGEMENT, INC. 14140.24%0.54%0.96%Q4 2019Q1 202314
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 14140.01%0.50%1.02%Q1 2014Q2 201714
CORDA Investment Management, LLC. 14141.51%2.66%3.30%Q1 2020Q2 202314
ACIMA PRIVATE WEALTH, LLC 14140.09%0.23%0.45%Q4 2018Q1 202214
Laidlaw Wealth Management LLC 910.04%0.13%0.32%Q4 2019Q3 202314
Mizuho Asset Management Co.,Ltd. 14140.02%0.13%0.25%Q2 2013Q3 201614
Ellis Investment Partners, LLC 14140.00%0.01%0.04%Q2 2019Q3 202214
Marks Group Wealth Management, Inc 1130.04%0.11%0.21%Q4 2019Q3 202314
ARTHUR M. COHEN & ASSOCIATES, LLC 810.08%0.20%0.29%Q3 2014Q1 202013
Fort Sheridan Advisors LLC 1210.07%0.13%0.19%Q1 2019Q2 202313
Kathmere Capital Management, LLC 13130.03%0.08%0.19%Q3 2020Q3 202313
Krilogy Financial LLC 1110.02%0.05%0.11%Q3 2015Q1 202313
ARBOR TRUST WEALTH ADVISORS, LLC 13130.18%0.43%0.63%Q1 2020Q1 202313
Guidant Wealth Advisors 13130.00%0.02%0.08%Q3 2016Q3 201913
HOEY INVESTMENTS, INC 13130.00%0.01%0.02%Q3 2020Q3 202313
ROMAN BUTLER FULLERTON & CO 710.11%0.18%0.32%Q4 2018Q1 202313
RBF Capital, LLC 1030.07%0.12%0.28%Q1 2020Q3 202313
Resonant Capital Advisors, LLC 13130.04%0.27%0.41%Q4 2019Q4 202213
Delphi Private Advisors LLC 13130.24%0.30%0.44%Q4 2015Q4 201813
Apollon Wealth Management, LLC 1210.05%0.12%0.24%Q2 2020Q3 202313
Beacon Financial Advisory LLC 13130.23%0.34%0.49%Q3 2020Q3 202313
McQueen, Ball & Associates Inc. 13131.45%1.75%1.99%Q4 2015Q4 201813
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 13130.14%0.26%0.38%Q4 2019Q4 202213
Strategic Financial Services, Inc, 510.02%0.05%0.08%Q2 2017Q1 202213
CrestPoint Capital Management, LLC 730.10%0.50%0.90%Q4 2013Q4 201713
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1110.00%0.02%0.18%Q4 2019Q3 202313
Stanley-Laman Group, Ltd. 1010.04%0.14%0.20%Q1 2014Q2 202213
Moreno Evelyn V 710.06%0.10%0.16%Q4 2014Q3 202013
NORTHROAD CAPITAL MANAGEMENT LLC 13130.21%0.32%0.47%Q2 2013Q2 201613
Tikehau Investment Management 13133.36%6.61%13.89%Q2 2019Q2 202213
WBI INVESTMENTS, LLC 710.02%0.40%1.04%Q3 2016Q3 202313
P.A.W. CAPITAL CORP 13130.41%0.76%1.24%Q3 2019Q3 202213
CreativeOne Wealth, LLC 1210.02%0.04%0.11%Q1 2018Q3 202313
CG Asset Management LLC 13131.11%1.46%2.10%Q4 2013Q4 201613
MADISON WEALTH MANAGEMENT 13130.15%0.28%0.36%Q4 2019Q4 202213
Hexavest Inc. 510.00%0.13%0.34%Q1 2015Q3 202113
Truehand, Inc 13130.13%0.16%0.20%Q4 2018Q4 202113
VSR Financial Services, Inc. 13130.23%0.46%0.81%Q2 2013Q2 201613
Cardinal Strategic Wealth Guidance 13130.12%0.24%0.60%Q4 2019Q4 202213
Illinois Municipal Retirement Fund 13130.06%0.15%0.26%Q3 2020Q3 202313
FIRST NIAGARA BANK 13132.30%2.83%3.42%Q2 2013Q2 201613
SlateStone Wealth, LLC 850.05%0.09%0.12%Q4 2019Q1 202313
Fairhaven Wealth Management, LLC 850.11%0.30%0.63%Q4 2018Q2 202213
COMERICA SECURITIES INC 1110.06%0.11%0.32%Q4 2014Q4 201813
DAGCO, INC. 13130.10%0.49%1.30%Q4 2018Q4 202113
Newport Trust Company, LLC 13132.39%4.08%6.13%Q3 2020Q3 202313
&PARTNERS 13130.10%0.17%0.22%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.14%0.23%Q3 2020Q3 202313
GARCIA HAMILTON & ASSOCIATES LP/DE 13130.88%1.68%2.23%Q3 2014Q3 201713
JEPPSON WEALTH MANAGEMENT, LLC 13130.12%0.20%0.30%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.32%0.43%0.71%Q2 2013Q2 201613
Kestra Advisory Services, LLC 13130.08%0.12%0.20%Q3 2020Q3 202313
Redwood Investment Management, LLC 630.07%0.17%0.23%Q2 2019Q3 202313
TFC Financial Management, Inc. 13130.16%0.37%0.60%Q3 2020Q3 202313
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1110.02%0.33%0.55%Q2 2015Q3 202113
NAVELLIER & ASSOCIATES INC 1030.05%0.63%2.58%Q4 2013Q3 202213
Intelligence Driven Advisers, LLC 940.04%0.13%0.25%Q4 2018Q4 202213
BLACKHILL CAPITAL INC 13130.00%0.02%0.04%Q4 2013Q4 201613
Ascent Wealth Partners, LLC 760.10%0.46%0.96%Q2 2018Q4 202213
Elmwood Wealth Management, Inc. 710.07%0.13%0.17%Q1 2018Q4 202113
Arnhold LLC 760.14%0.58%1.15%Q2 2018Q3 202313
ANALYTIC INVESTORS, LLC 1210.00%0.26%0.69%Q2 2013Q3 201613
Baader Bank Aktiengesellschaft 880.01%0.07%0.14%Q4 2021Q3 202313
MEITAV INVESTMENT HOUSE LTD 820.01%0.03%0.05%Q1 2018Q2 202213
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.07%0.10%0.13%Q2 2013Q2 201613
ZACKS INVESTMENT MANAGEMENT 910.00%0.04%0.06%Q3 2014Q3 202313
HUTCHENS INVESTMENT MANAGEMENT INC 13130.00%0.93%2.08%Q4 2014Q4 201713
CFO4Life Group, LLC 13130.53%0.96%1.61%Q2 2018Q2 202113
Foundations Investment Advisors, LLC 630.01%0.04%0.21%Q1 2020Q3 202313
RDA Financial Network 13130.10%0.14%0.21%Q1 2019Q1 202213
British Airways Pensions Investment Management Ltd 1120.22%0.54%1.95%Q1 2015Q4 201913
Rock Creek Group, LP 13130.00%0.06%0.28%Q2 2020Q2 202313
C M BIDWELL & ASSOCIATES LTD 1110.00%0.08%0.95%Q2 2014Q3 202313
QUANTUM CAPITAL MANAGEMENT 850.02%0.34%0.68%Q2 2013Q3 202013
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.05%0.11%0.20%Q3 2020Q3 202313
Enterprise Trust & Investment Co 13130.82%1.16%1.40%Q2 2019Q2 202213
Investors Capital Advisory Services 13130.18%0.22%0.28%Q2 2013Q2 201613
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 13130.01%2.96%3.86%Q4 2019Q4 202213
Varma Mutual Pension Insurance Co 610.07%0.18%0.53%Q4 2017Q3 202313
Motley Fool Wealth Management, LLC 13130.02%0.03%0.04%Q3 2016Q3 201913
Sageworth Trust Co 1110.00%0.02%0.20%Q4 2014Q2 202013
TFG Advisers LLC 13130.10%0.18%0.35%Q4 2018Q4 202113
Benchmark Wealth Management, LLC 13130.16%0.24%0.36%Q4 2019Q4 202213
Bell Rock Capital LLC 13130.03%0.04%0.07%Q4 2016Q4 201913
Symmetry Partners, LLC 1210.02%0.08%0.13%Q3 2020Q4 202313
Strategic Global Advisors, LLC 540.06%0.42%1.05%Q4 2014Q4 202113
Greenline Partners, LLC 13130.06%0.50%1.22%Q1 2019Q1 202213
RWC Asset Management LLP 13130.23%0.79%1.42%Q2 2014Q2 201713
Argentus Capital Management, LLC 1210.06%0.28%0.48%Q2 2013Q3 201613
Independent Portfolio Consultants, Inc. 13130.00%0.02%0.05%Q2 2014Q2 201713
HC FINANCIAL ADVISORS INC 1210.72%1.15%1.42%Q1 2018Q2 202213
Boulegeris Investments, Inc. 13130.17%0.27%0.64%Q2 2015Q2 201813
Teza Capital Management LLC 310.05%0.32%1.10%Q4 2017Q3 202313
Benson Investment Management Company, Inc. 540.00%1.56%2.86%Q4 2016Q2 202113
FIDUCIARY MANAGEMENT INC /WI/ 13131.64%3.08%6.22%Q2 2013Q2 201613
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.05%0.38%0.79%Q3 2020Q3 202313
INSIGHT 2811, INC. 13130.16%0.22%0.29%Q1 2020Q1 202313
Graypoint LLC 13130.04%0.07%0.10%Q3 2020Q3 202313
Redhawk Wealth Advisors, Inc. 1110.06%0.11%0.18%Q2 2019Q2 202212
Apex Capital Management 12120.10%0.17%0.33%Q2 2013Q1 201612
Rede Wealth, LLC 12120.17%0.41%0.62%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.02%0.50%1.24%Q4 2020Q3 202312
Galvin, Gaustad & Stein, LLC 12120.35%0.81%1.06%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.05%0.12%0.20%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.11%0.23%0.48%Q4 2020Q3 202312
Hoese & Co LLP 12120.06%0.46%0.99%Q1 2021Q4 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.94%1.08%1.35%Q4 2020Q3 202312
Iron Horse Wealth Management, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Mathes Company, Inc. 1010.16%1.26%1.56%Q4 2016Q3 202312
WOLFF WIESE MAGANA LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.06%0.12%0.18%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.19%0.34%0.57%Q4 2020Q3 202312
Platform Technology Partners 750.29%0.35%0.45%Q4 2019Q4 202212
Berger Financial Group, Inc 12120.10%0.32%0.72%Q4 2020Q3 202312
AM INVESTMENT STRATEGIES LLC 12120.06%0.14%0.23%Q3 2020Q2 202312
Clarus Wealth Advisors 1110.04%0.31%0.68%Q4 2017Q4 202012
Kinloch Capital, LLC 12120.17%1.48%1.85%Q4 2020Q3 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Concord Wealth Partners 12120.07%0.13%0.17%Q4 2020Q3 202312
Aaron Wealth Advisors LLC 12120.04%0.14%0.24%Q4 2020Q3 202312
Annandale Capital, LLC 12120.20%0.52%1.20%Q4 2020Q3 202312
NATIONAL PENN INVESTORS TRUST CO /PA 12120.32%0.48%0.61%Q2 2013Q1 201612
Hixon Zuercher, LLC 1110.13%0.19%0.30%Q4 2019Q4 202212
Danda Trouve Investment Management, Inc. 12120.06%0.08%0.10%Q4 2019Q3 202212
Procyon Advisors, LLC 530.03%0.09%0.14%Q4 2019Q3 202312
Newbridge Financial Services Group, Inc. 12120.03%0.10%0.22%Q3 2020Q2 202312
Coco Enterprises, LLC 12120.28%0.43%0.56%Q4 2020Q3 202312
Keebeck Wealth Management, LLC 1110.04%0.21%0.36%Q4 2019Q4 202212
Point72 Middle East FZE 440.01%0.15%0.52%Q4 2022Q3 202312
MATTERN CAPITAL MANAGEMENT, LLC 12120.87%1.02%1.13%Q4 2019Q3 202212
Marcus Capital, LLC 12121.17%2.10%3.79%Q4 2015Q3 201812
D.B. Root & Company, LLC 12120.34%0.41%0.63%Q2 2020Q1 202312
CWS Financial Advisors, LLC 710.09%0.39%0.54%Q4 2019Q3 202312
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 12120.24%0.39%0.70%Q1 2015Q4 201712
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12121.15%3.53%5.52%Q1 2017Q4 201912
ALBERT D MASON INC 12120.18%0.20%0.22%Q1 2021Q4 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.14%0.17%0.19%Q4 2020Q3 202312
Stokes Family Office, LLC 840.02%0.07%0.10%Q3 2020Q3 202312
Aurora Private Wealth, Inc. 12120.08%0.16%0.23%Q4 2019Q3 202212
Lucia Wealth Services, LLC 12120.01%0.05%0.09%Q4 2017Q3 202012
Elo Mutual Pension Insurance Co 12120.13%0.20%0.27%Q4 2020Q3 202312
BBR PARTNERS, LLC 910.02%0.04%0.10%Q2 2013Q2 202212
Rench Wealth Management, Inc. 12120.42%0.50%0.74%Q4 2013Q3 201612
Brand Asset Management Group, Inc. 12120.02%0.02%0.04%Q2 2018Q1 202112
BANCORPSOUTH INC 840.02%0.03%0.03%Q2 2013Q1 201712
Independence Advisors, LLC 12120.06%0.09%0.11%Q2 2016Q1 201912
Atlas Private Wealth Management, LLC 660.06%0.19%0.36%Q4 2019Q1 202312
GERMAN AMERICAN BANCORP, INC. 12120.04%0.06%0.10%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.22%0.29%0.37%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.10%0.12%0.17%Q4 2018Q3 202112
Distillate Capital Partners LLC 12120.96%1.56%3.56%Q4 2020Q3 202312
Itau Unibanco Holding S.A. 810.00%0.01%0.04%Q1 2017Q1 202312
Maryland State Retirement & Pension System 12120.09%0.21%0.40%Q4 2020Q3 202312
LFA - Lugano Financial Advisors SA 1020.01%0.05%0.18%Q3 2018Q2 202312
TD Securities (USA) LLC 12120.19%0.46%0.57%Q2 2013Q1 201612
Neuburgh Advisers LLC 12120.04%0.06%0.08%Q4 2016Q3 201912
Vontobel Holding Ltd. 12120.04%0.13%0.27%Q4 2020Q3 202312
BIEGEL & WALLER LLC 12120.11%0.16%0.18%Q4 2016Q3 201912
Tyers Asset Management LLC 12120.05%0.08%0.10%Q4 2016Q3 201912
EMERSON INVESTMENT MANAGEMENT, LLC 12120.08%0.09%0.11%Q2 2013Q1 201612
Meadow Creek Investment Management LLC 12120.02%0.03%0.04%Q4 2016Q3 201912
ARGENT CAPITAL MANAGEMENT LLC 1110.01%0.05%0.46%Q2 2017Q2 202112
LONDON CO OF VIRGINIA 12120.00%0.00%0.01%Q2 2015Q1 201812
Flinton Capital Management LLC 12120.07%0.10%0.12%Q4 2016Q3 201912
HBW ADVISORY SERVICES LLC 12120.06%0.20%0.36%Q4 2020Q3 202312
XR Securities LLC 510.00%0.04%0.12%Q2 2019Q3 202312
Altshuler Shaham Ltd 820.00%0.38%2.33%Q4 2017Q3 202312
DAVIS-REA LTD. 840.12%0.15%0.18%Q1 2018Q2 202112
Carolina Wealth Advisors, LLC 12120.03%0.05%0.08%Q4 2020Q3 202312
SEVEN EIGHT CAPITAL, LP 210.03%0.43%0.74%Q4 2013Q2 202312
CAMG Solamere Management, LLC 1110.10%0.33%0.57%Q4 2016Q4 201912
Lowe Wealth Advisors, LLC 930.00%0.00%0.01%Q1 2019Q4 202312
Legacy Financial Advisors, Inc. 610.05%0.07%0.09%Q4 2017Q4 202212
O'Dell Group, LLC 12120.09%0.20%0.34%Q4 2020Q3 202312
CSat Investment Advisory, L.P. 12120.00%0.03%0.08%Q2 2018Q1 202112
Krane Funds Advisors LLC 12120.00%0.02%0.03%Q4 2020Q3 202312
Live Your Vision, LLC 1110.02%0.03%0.03%Q3 2015Q1 201912
Jupiter Wealth Management LLC 840.24%1.09%3.34%Q1 2019Q1 202212
Vest Financial, LLC 12121.09%1.39%1.64%Q4 2020Q3 202312
Day & Ennis, LLC 1110.09%0.12%0.14%Q1 2019Q1 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.04%0.07%0.11%Q4 2018Q3 202112
Hillman Capital Management, Inc. 12120.09%0.15%0.21%Q4 2020Q3 202312
TIEDEMANN TRUST CO 1110.02%0.03%0.05%Q2 2013Q2 201612
Bay Harbor Wealth Management, LLC 12120.00%0.17%0.33%Q4 2018Q3 202112
Western Wealth Management, LLC 810.02%0.06%0.11%Q4 2018Q3 202312
SPECTRUM ADVISORY SERVICES INC 12122.76%2.94%3.24%Q2 2013Q1 201612
DeDora Capital, Inc. 1110.02%0.36%0.59%Q4 2017Q1 202212
New Potomac Partners, LLC 12120.05%0.08%0.14%Q4 2017Q3 202012
Berman Capital Advisors, LLC 12120.02%0.05%0.09%Q4 2018Q3 202112
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.13%0.27%0.43%Q4 2020Q3 202312
HHG & Company, LLC 12121.27%1.47%1.69%Q2 2013Q1 201612
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1110.16%0.39%0.44%Q2 2013Q2 202112
Robertson Stephens Wealth Management, LLC 820.02%0.05%0.09%Q1 2020Q3 202312
Carnick & Kubik, LLC 12120.25%0.48%0.74%Q2 2013Q1 201612
Secrest Blakey & Associates, LLC 830.14%0.38%0.76%Q4 2017Q3 202012
Spark Investment Management LLC 810.03%0.33%1.48%Q3 2013Q2 202112
PartnerRe Asset Management CORP 12120.27%0.34%0.37%Q2 2013Q1 201612
Unified Trust Company, N.A. 12121.16%1.95%3.38%Q4 2018Q3 202112
GPS Wealth Strategies Group, LLC 930.05%0.12%0.22%Q3 2020Q3 202312
Certified Advisory Corp 1110.01%0.05%0.07%Q4 2017Q1 202112
Monument Capital Management 840.13%0.90%1.57%Q4 2017Q4 202212
SOA Wealth Advisors, LLC. 12120.02%0.04%0.06%Q4 2020Q3 202312
Alliance Wealth Management Group 1110.12%0.13%0.15%Q3 2016Q4 201912
Ameritas Investment Company, LLC 12120.04%0.12%0.44%Q4 2018Q3 202112
Strategic Family Wealth Counselors, L.L.C. 750.07%0.16%0.29%Q4 2018Q4 202112
Round Rock Advisors, LLC 12120.10%0.21%0.30%Q4 2020Q3 202312
SMITH HAYES Advisers, Inc 12120.26%0.31%0.43%Q2 2013Q1 201612
Bard Financial Services, Inc. 12120.02%0.04%0.07%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.39%0.50%0.66%Q4 2020Q3 202312
Wealth Dimensions Group, Ltd. 12120.11%0.21%0.31%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.21%0.30%0.35%Q4 2020Q3 202312
Legacy Wealth Asset Management, LLC 12120.36%0.82%1.38%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.22%0.35%0.60%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.23%0.32%0.44%Q4 2020Q3 202312
COREPATH WEALTH PARTNERS LLC 12120.12%0.26%0.43%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.11%0.24%0.36%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.06%0.55%1.31%Q4 2020Q3 202312
Connolly Sarah T. 12120.51%0.92%1.50%Q4 2020Q3 202312
CUE ADVISORY SERVICES, INC. 12120.46%0.54%0.59%Q4 2015Q3 201812
CoreFirst Bank & Trust 12120.12%0.18%0.22%Q4 2020Q3 202312
Allegheny Financial Group LTD 12120.17%0.34%0.70%Q4 2020Q3 202312
Elk River Wealth Management, LLC 12120.06%0.51%1.08%Q4 2020Q3 202312
Jaffetilchin Investment Partners, LLC 12120.03%0.16%0.32%Q2 2019Q1 202212
Guardian Wealth Advisors, LLC 12120.15%0.94%1.52%Q4 2020Q3 202312
One River Asset Management, LLC 440.01%0.10%0.32%Q4 2022Q3 202312
Annapolis Financial Services, LLC 12120.01%0.07%0.13%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.46%0.90%1.49%Q4 2020Q3 202312
Dunvegan Associates, Inc. 11111.43%1.81%2.14%Q2 2013Q4 201511
ISLAY CAPITAL MANAGEMENT, LLC 11110.02%0.07%0.29%Q4 2019Q2 202211
Freedom Day Solutions, LLC 740.17%0.42%0.93%Q1 2019Q4 202111
MADDEN SECURITIES Corp 910.01%0.22%0.37%Q4 2019Q4 202211
CANANDAIGUA NATIONAL CORP 11110.42%0.57%0.69%Q2 2020Q4 202211
Kovitz Investment Group, LLC 11110.03%0.05%0.05%Q2 2013Q4 201511
STRATTON MANAGEMENT CO 11110.44%0.64%1.36%Q2 2013Q4 201511
Strategic Wealth Management Group, LLC 11110.23%0.34%0.56%Q4 2018Q2 202111
NS Partners Ltd 11111.08%1.75%2.13%Q1 2017Q3 201911
Interval Partners, LP 210.11%0.33%2.12%Q1 2014Q3 202311
ROSENBLUM SILVERMAN SUTTON S F INC /CA 810.10%0.12%0.13%Q4 2014Q1 201811
Brightworth 1010.02%1.05%1.54%Q3 2017Q2 202211
Lehman Financial Resources, Inc. 11110.01%0.02%0.02%Q1 2013Q3 201511
Paradigm, Strategies in Wealth Management, LLC 11110.17%0.63%1.06%Q1 2021Q3 202311
GRIES FINANCIAL LLC 11110.22%0.53%1.16%Q1 2021Q3 202311
PT ASSET MANAGEMENT, LLC 440.10%0.44%1.32%Q4 2015Q3 201611
McClarren Financial Advisors, Inc. 650.02%0.03%0.04%Q4 2020Q3 202311
Ifrah Financial Services, Inc. 11110.07%0.09%0.10%Q2 2017Q4 201911
MBA Advisors LLC 11110.14%0.22%0.28%Q1 2021Q3 202311
Cornerstone Investment Partners, LLC 830.00%2.02%3.61%Q2 2013Q1 201611
LifePlan Financial Group, Inc 11110.02%0.02%0.03%Q1 2018Q3 202011
1900 WEALTH MANAGEMENT LLC 11110.02%0.04%0.05%Q4 2020Q2 202311
Lumature Wealth Partners, LLC 11110.04%0.16%0.57%Q4 2020Q2 202311
Stuart Chaussee & Associates, Inc. 920.01%0.02%0.05%Q1 2017Q4 201911
ATHERTON LANE ADVISERS, LLC 11110.02%0.06%0.09%Q2 2013Q4 201511
Twin Lakes Capital Management, LLC 650.16%0.21%0.26%Q4 2020Q3 202311
Sciencast Management LP 310.15%0.74%2.20%Q3 2016Q1 202311
REYNOLDS CAPITAL MANAGEMENT LLC 11110.19%0.37%0.98%Q3 2013Q1 201611
Arcus Capital Partners, LLC 710.01%0.80%1.38%Q4 2016Q3 202311
Douglas C. Lane & Associates, Inc. 11110.18%0.68%1.31%Q2 2013Q4 201511
Blue Fin Capital, Inc. 910.10%0.13%0.15%Q1 2017Q2 202011
Versor Investments LP 11110.02%0.08%0.21%Q1 2021Q3 202311
Clear Creek Financial Management, LLC 810.07%0.10%0.15%Q1 2020Q1 202311
Beacon Harbor Wealth Advisors, Inc. 11110.54%1.50%1.99%Q4 2019Q2 202211
CSS LLC/IL 310.01%0.15%0.49%Q1 2020Q4 202211
Ohio National Investments, Inc. 11110.38%0.40%0.43%Q2 2013Q4 201511
IVC Wealth Advisors LLC 11110.17%0.48%0.66%Q1 2021Q3 202311
Commonwealth Financial Services, LLC 1010.02%0.03%0.07%Q4 2014Q3 202311
ArchPoint Investors 11110.14%0.28%0.62%Q1 2020Q3 202211
OUTFITTER FINANCIAL LLC 11110.22%0.33%0.45%Q4 2020Q2 202311
Donoghue Forlines LLC 710.16%0.28%0.61%Q2 2017Q3 202311
Spire Wealth Management 11110.03%0.05%0.08%Q1 2021Q3 202311
AFFINITY INVESTMENT ADVISORS, LLC 740.03%0.08%0.16%Q1 2017Q3 202111
Adams Asset Advisors, LLC 11110.46%1.03%1.36%Q2 2019Q4 202111
Merit Financial Group, LLC 710.02%0.04%0.06%Q4 2019Q3 202311
FundX Investment Group, LLC 1010.06%0.10%0.14%Q4 2016Q4 201911
Grant/GrossMendelsohn, LLC 920.12%0.28%0.45%Q4 2020Q3 202311
Stratos Investment Management, LLC 11110.36%0.49%0.63%Q1 2020Q3 202211
Quilter Plc 830.00%0.04%0.06%Q4 2019Q3 202311
Graham Capital Management, L.P. 610.01%0.54%1.92%Q4 2017Q3 202311
Canvas Wealth Advisors, LLC 11110.77%1.31%2.68%Q1 2021Q3 202311
Lowell Blake & Associates Inc. 11110.08%1.32%2.34%Q4 2019Q2 202211
Piscataqua Savings Bank 11110.35%0.69%1.15%Q1 2021Q3 202311
Hoxton Financial, Inc. 1010.04%0.10%0.16%Q2 2013Q1 201611
Claybrook Capital, LLC 610.05%0.39%0.75%Q1 2018Q3 202311
Nuveen Fund Advisors, LLC 11110.56%0.97%2.36%Q2 2016Q4 201811
Garde Capital, Inc. 610.15%0.23%0.29%Q4 2014Q4 201811
CT Financial Advisors LLC 1013.43%3.95%4.98%Q1 2014Q1 201711
IAG Wealth Partners, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
Pointe Capital Management LLC 1010.06%0.18%0.26%Q2 2016Q1 202311
Weiss Multi-Strategy Advisers LLC 510.01%0.09%0.26%Q2 2013Q2 202311
Lazard Freres Gestion S.A.S. 830.04%0.94%2.78%Q4 2020Q3 202311
PDT Partners, LLC 410.01%0.28%0.55%Q2 2013Q4 202211
TEXAS CAPITAL BANCSHARES INC/TX 11110.33%0.45%0.80%Q2 2013Q4 201511
Measured Wealth Private Client Group, LLC 610.09%0.21%0.40%Q2 2018Q4 202111
Bond & Devick Financial Network, Inc. 920.13%0.24%0.38%Q4 2020Q3 202311
Strategic Wealth Partners, Ltd. 830.16%0.33%0.64%Q4 2017Q3 202111
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 11111.00%1.56%1.87%Q2 2020Q4 202211
Nachman Norwood & Parrott, Inc 11110.16%0.23%0.34%Q4 2018Q2 202111
Provident Investment Management, Inc. 11110.04%0.05%0.06%Q4 2017Q2 202011
GLG Partners LP 1010.04%0.11%0.36%Q2 2014Q4 201711
TRUEWEALTH LLC 11110.64%0.88%1.22%Q4 2017Q2 202011
Berkshire Bank 11110.06%0.10%0.14%Q3 2020Q1 202311
Pinnacle Summer Investments, Inc. 11110.04%0.07%0.10%Q2 2013Q4 201511
ARVEST TRUST CO N A 520.01%0.04%0.11%Q3 2013Q3 202311
VALLEY FORGE ASSET MANAGEMENT, LLC 11110.03%0.56%1.32%Q2 2013Q4 201511
Campion Asset Management 11110.20%0.38%0.59%Q1 2021Q3 202311
Domani Wealth, LLC 11110.12%0.16%0.18%Q1 2017Q3 201911
Axiom Financial Strategies, LLC 11110.35%0.52%0.62%Q1 2020Q3 202211
Analyst IMS Investment Management Services Ltd. 1010.01%0.24%0.36%Q4 2014Q3 201811
WCM INVESTMENT MANAGEMENT, LLC 11110.01%0.07%0.42%Q1 2013Q3 201511
Pinnacle Wealth Planning Services, Inc. 810.05%0.10%0.17%Q3 2019Q4 202211
Centre Asset Management, LLC 710.96%1.50%1.99%Q4 2013Q1 201911
LCM Capital Management Inc 11110.16%0.36%0.69%Q4 2020Q2 202311
Catalyst Capital Advisors LLC 830.00%0.25%0.73%Q1 2015Q4 201711
Squar Milner Financial Services LLC 11110.19%0.28%0.42%Q4 2017Q2 202011
Signet Investment Advisory Group, Inc. 710.22%0.55%0.81%Q4 2018Q2 202211
Ironsides Asset Advisors, LLC 11110.36%0.60%1.16%Q2 2014Q4 201611
Barnett & Company, Inc. 1010.00%0.02%0.03%Q2 2017Q2 202111
Bradley & Co. Private Wealth Management, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
CURIAN CAPITAL LLC 11110.10%0.19%0.31%Q2 2013Q4 201511
Hennion & Walsh Asset Management, Inc. 11110.10%0.12%0.15%Q1 2021Q3 202311
Tower View Wealth Management LLC 830.00%0.40%1.23%Q4 2017Q4 202011
FIDGEON TIMOTHY F 11113.78%4.00%4.24%Q1 2013Q3 201511
Pegasus Asset Management, Inc. 11111.16%1.51%1.95%Q4 2017Q2 202011
WEST BANCORPORATION INC 740.21%0.37%0.54%Q4 2019Q2 202311
Lloyd Advisory Services, LLC. 1010.05%0.10%0.17%Q4 2019Q3 202311
Minot Wealth Management LLC 11110.10%0.27%0.62%Q4 2019Q2 202211
Torch Wealth Management LLC 610.12%0.21%0.73%Q4 2013Q4 201911
Bellecapital International Ltd. 650.06%0.25%0.62%Q4 2020Q3 202311
Echo Street Capital Management LLC 510.00%0.15%0.56%Q2 2019Q3 202311
Aufman Associates Inc 11110.19%0.27%0.36%Q4 2019Q2 202211
Advisors Preferred, LLC 1010.01%0.08%0.29%Q2 2016Q3 202211
Single Point Partners, LLC 11110.06%0.21%0.77%Q4 2019Q2 202211
Addison Advisors LLC 1010.07%0.14%0.20%Q4 2020Q3 202311
Loudon Investment Management, LLC 11110.27%1.48%2.07%Q3 2019Q1 202211
Maven Securities LTD 410.01%0.02%0.03%Q2 2020Q3 202311
CHOREO, LLC 11110.16%0.29%0.49%Q1 2021Q3 202311
Almanack Investment Partners, LLC. 810.04%0.06%0.18%Q1 2017Q4 202211
Walleye Capital LLC 510.01%0.04%0.06%Q1 2022Q3 202311
Gideon Capital Advisors, Inc. 510.11%0.47%1.34%Q2 2014Q3 201911
Range Financial Group LLC 11110.27%0.39%0.61%Q1 2021Q3 202311
PRENTISS SMITH & CO INC 1010.00%0.04%0.22%Q2 2016Q1 202011
Taylor, Cottrill LLC 11111.90%2.07%2.26%Q2 2013Q4 201511
Humankind Investments LLC 11110.09%0.21%0.33%Q1 2021Q3 202311
Eagle Bay Advisors LLC 10100.10%0.28%0.51%Q2 2021Q3 202310
Founders Financial Alliance, LLC 10100.11%0.14%0.17%Q3 2020Q4 202210
Ten Capital Wealth Advisors, LLC 10100.02%0.03%0.06%Q4 2020Q1 202310
Accel Wealth Management 10100.03%0.10%0.18%Q4 2020Q1 202310
CITY NATIONAL BANK 10100.10%0.16%0.26%Q2 2013Q3 201510
Bridgeworth, LLC 610.04%0.08%0.11%Q1 2018Q4 202210
Ruane, Cunniff & Goldfarb 10100.00%0.00%0.00%Q2 2013Q3 201510
Bank of Marin 10100.20%0.30%0.42%Q4 2019Q1 202210
SHAKESPEARE WEALTH MANAGEMENT, INC. 820.07%0.17%0.27%Q1 2018Q4 202110
Harbour Capital Advisors, LLC 910.09%0.12%0.16%Q3 2016Q1 202010
INVESTMENT ADVISORY SERVICES INC /TX /ADV 550.21%0.34%0.46%Q4 2019Q2 202210
Regent Peak Wealth Advisors LLC 10100.09%0.52%0.66%Q4 2019Q1 202210
Ardevora Asset Management LLP 550.73%0.95%1.19%Q1 2016Q3 202010
Journey Advisory Group, LLC 10100.04%0.30%0.59%Q4 2020Q1 202310
RIDGECREST WEALTH PARTNERS, LLC 730.17%0.25%0.44%Q1 2021Q3 202310
Intercontinental Wealth Advisors, LLC 610.02%0.10%0.18%Q4 2018Q1 202310
Quadrant Private Wealth Management, LLC 430.10%0.13%0.19%Q3 2020Q3 202310
Cornerstone Wealth Advisors, Inc. 10100.07%0.10%0.14%Q1 2021Q2 202310
Bank of New Hampshire 10100.03%0.58%1.10%Q2 2021Q3 202310
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 910.02%0.04%0.05%Q1 2019Q1 202210
Weatherstone Capital Management 10100.14%0.38%0.69%Q4 2016Q1 201910
ETF MANAGERS GROUP, LLC 810.00%0.08%0.74%Q1 2016Q2 202010
JUPITER ASSET MANAGEMENT LTD 510.00%0.08%0.25%Q1 2018Q3 202310
MCDONALD PARTNERS LLC 10100.00%0.41%0.54%Q4 2020Q1 202310
MID CONTINENT CAPITAL LLC/IL 10100.11%0.12%0.14%Q2 2013Q3 201510
Asset Planning Services, Ltd. 10100.02%0.08%0.09%Q4 2015Q1 201810
Cornerstone Wealth Group, LLC 510.47%0.65%1.01%Q2 2019Q3 202310
Berkeley Capital Partners, LLC 510.11%0.19%0.25%Q1 2016Q4 202110
Amundi 10100.04%0.11%0.23%Q2 2021Q3 202310
MAPLE SECURITIES USA INC 10100.14%0.72%1.40%Q2 2013Q3 201510
Scott & Selber, Inc. 510.40%1.09%1.88%Q2 2014Q3 202310
Shelter Ins Profit Sharing 10102.35%2.73%3.28%Q2 2013Q3 201510
ENCOMPASS WEALTH ADVISORS, LLC 10100.08%0.17%0.54%Q4 2020Q1 202310
Clear Perspectives Financial Planning, LLC 10100.01%0.01%0.01%Q4 2020Q1 202310
Full Sail Capital, LLC 820.02%0.07%0.31%Q4 2018Q4 202110
Insight Folios Inc 10100.15%0.22%0.38%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.02%0.16%0.29%Q4 2020Q3 202310
AF Advisors, Inc. 10100.13%0.15%0.18%Q4 2019Q1 202210
Castleview Partners, LLC 810.01%0.84%7.27%Q1 2018Q3 202310
GAM SYSTEMATIC LLP 820.04%0.19%0.37%Q4 2014Q3 201710
Omnia Family Wealth, LLC 10100.08%0.10%0.14%Q4 2016Q1 201910
HBC Financial Services, PLLC 910.00%0.01%0.06%Q4 2019Q3 202310
JTC Employer Solutions Trustee Ltd 10100.00%0.01%0.03%Q2 2021Q3 202310
Trust Co of Kansas 10100.23%3.27%5.04%Q1 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.06%0.11%0.19%Q1 2021Q3 202310
FRONTIER INVESTMENT MGMT CO 820.02%0.22%1.03%Q4 2017Q2 202010
MIDWEST INVESTMENT MANAGEMENT LLC 730.20%0.80%2.52%Q2 2013Q3 201710
DALTON GREINER HARTMAN MAHER & CO 10100.90%1.26%1.48%Q2 2013Q3 201510
EXANE DERIVATIVES 610.00%0.14%0.37%Q2 2019Q1 202210
HOWARD HUGHES MEDICAL INSTITUTE 820.67%1.01%1.98%Q2 2013Q3 201610
Hirtle Callaghan & Co LLC 730.01%0.23%1.68%Q2 2013Q2 202210
FCF Advisors LLC 610.34%0.77%1.20%Q4 2014Q4 202310
Perennial Investment Advisors, LLC 10100.07%0.11%0.18%Q2 2021Q3 202310
TREES INVESTMENT COUNSEL LLC 10102.92%3.13%3.57%Q2 2013Q3 201510
IFS Advisors, LLC 910.02%0.04%0.07%Q4 2020Q4 202310
Marshall Wace North America L.P. 510.00%0.02%0.07%Q4 2018Q3 202110
Newton One Investments LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Ellsworth Advisors, LLC 10101.04%1.10%1.22%Q2 2021Q3 202310
FIRST NATIONAL CORP /MA/ /ADV 820.04%0.07%0.10%Q4 2018Q2 202210
PARK CIRCLE Co 10100.02%0.03%0.04%Q1 2020Q2 202210
Shilanski & Associates, Inc. 640.12%0.32%1.67%Q1 2021Q3 202310
Adams Chetwood Wealth Management LLC 10100.15%0.57%0.73%Q4 2019Q1 202210
Westshore Wealth, LLC 910.22%0.41%0.69%Q4 2019Q1 202310
Index Management Solutions, LLC 10100.00%0.03%0.10%Q2 2013Q3 201510
Fortis Advisors, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Smith, Salley & Associates 10100.15%0.24%0.31%Q1 2020Q2 202210
ARGENT TRUST COMPANY, N.A. 10101.83%2.01%2.25%Q2 2013Q3 201510
Deseret Mutual Benefit Administrators 10100.19%0.39%0.50%Q2 2021Q3 202310
Semper Trust Co. 910.75%1.15%2.26%Q2 2013Q4 201510
Wolf Group Capital Advisors 10101.05%1.32%1.56%Q4 2015Q1 201810
CHATHAM CAPITAL GROUP, INC. 10100.06%0.07%0.09%Q1 2015Q2 201710
Hayden Royal, LLC 410.12%0.22%0.48%Q4 2018Q4 202110
PFS INVESTMENTS INC. 550.01%0.12%0.24%Q2 2019Q4 202110
Jump Financial, LLC 410.02%0.09%0.23%Q3 2020Q3 202310
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
D. SCOTT NEAL, INC. 10100.02%0.02%0.02%Q4 2015Q1 201810
Quantinno Capital Management LP 820.02%0.14%0.56%Q4 2018Q3 202310
Bellwether Advisors, LLC 10100.00%0.03%0.24%Q4 2020Q1 202310
Trilogy Capital Inc. 730.00%0.09%0.16%Q1 2018Q3 202310
Tri-Star Advisors Inc. 910.11%0.14%0.18%Q2 2020Q4 202210
Elevated Capital Advisors, LLC 410.44%0.56%0.71%Q2 2020Q2 202310
AIA Group Ltd 10100.03%0.05%0.08%Q4 2020Q1 202310
SCOPUS ASSET MANAGEMENT, L.P. 210.08%0.33%0.99%Q1 2015Q1 202210
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.01%Q1 2021Q3 202310
Elite Wealth Management, Inc. 630.01%0.22%0.66%Q2 2013Q2 201810
KR CAPITAL ADVISORS INC 10101.70%2.36%2.74%Q2 2013Q3 201510
Knuff & Co LLC 10100.00%0.01%0.01%Q1 2020Q2 202210
BTC Capital Management, Inc. 310.02%0.04%0.06%Q2 2017Q1 202210
RPG Investment Advisory, LLC 640.00%0.00%0.00%Q3 2017Q3 202110
Syverson Strege & Co 10100.02%0.05%0.13%Q4 2020Q1 202310
Karpus Management, Inc. 10100.01%0.01%0.01%Q4 2013Q1 201610
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10100.06%0.10%0.14%Q1 2017Q2 201910
FORESTERS ASSET MANAGEMENT INC. 10100.03%0.16%0.32%Q2 2016Q3 201810
RAMSEY ASSET MANAGEMENT 10101.29%1.53%1.96%Q2 2013Q3 201510
Legacy Financial Strategies, LLC 10100.40%0.55%0.72%Q4 2017Q1 202010
NatWest Group plc 10100.05%0.25%0.89%Q2 2013Q3 201510
FORT PITT CAPITAL GROUP INC 10100.14%0.15%0.16%Q2 2013Q3 201510
AVIANCE CAPITAL MANAGEMENT, LLC 10100.00%0.05%0.08%Q4 2015Q1 201810
1776 Wealth LLC 10100.12%0.16%0.26%Q4 2019Q1 202210
CAXTON ASSOCIATES LP 710.03%0.20%0.75%Q2 2014Q3 202310
Risk Paradigm Group, LLC 10100.05%0.12%0.29%Q3 2015Q4 201710
BI Asset Management Fondsmaeglerselskab A/S 730.02%0.05%0.08%Q2 2020Q3 202310
Cipher Capital LP 310.07%0.36%0.99%Q4 2013Q2 202310
Trust CO of the Ozarks 10100.24%0.29%0.35%Q2 2013Q3 201510
Euclid Advisors LLC 610.13%0.36%0.50%Q2 2013Q2 201610
ATTICUS WEALTH MANAGEMENT, LLC 820.00%0.03%0.14%Q4 2019Q3 202310
S.E.E.D. Planning Group LLC 10100.09%0.15%0.21%Q1 2021Q2 202310
WADDELL & ASSOCIATES, LLC 10100.04%0.06%0.08%Q2 2021Q3 202310
Capital Asset Advisory Services LLC 910.02%0.28%0.54%Q4 2019Q2 202210
Absolute Return Capital, LLC 10100.32%0.73%1.22%Q2 2013Q3 201510
Tacita Capital Inc 10100.03%0.10%0.17%Q4 2020Q1 202310
Capital Square, LLC 10100.14%0.34%0.43%Q4 2019Q1 202210
Dynamic Capital Management Ltd 310.08%0.29%0.85%Q2 2013Q1 201810
State of Wyoming 10100.01%0.07%0.13%Q2 2021Q3 202310
IndexIQ Advisors LLC 10100.00%0.09%0.17%Q4 2019Q1 202210
WRIGHT INVESTORS SERVICE INC 10100.11%0.33%0.47%Q2 2013Q3 201510
Cornerstone Management, Inc. 810.00%0.23%0.32%Q4 2014Q4 20219
Affinity Capital Advisors, LLC 630.06%0.07%0.08%Q4 2020Q2 20239
Bridgewater Wealth & Financial Management, LLC 810.08%0.10%0.14%Q4 2014Q2 20179
Silverleafe Capital Partners, LLC 810.16%0.29%0.49%Q2 2019Q4 20239
PBMares Wealth Management LLC 990.12%0.27%0.39%Q4 2019Q4 20219
Stonebridge Financial Planning Group, LLC 990.01%0.02%0.03%Q4 2019Q4 20219
San Luis Wealth Advisors LLC 510.21%0.85%2.11%Q4 2020Q3 20239
HYA Advisors, Inc 990.18%0.26%0.32%Q2 2020Q2 20229
Mayar Capital Ltd. 724.81%6.53%8.08%Q1 2021Q3 20239
Highmount Capital, LLC 990.35%0.57%0.66%Q2 2013Q2 20159
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 510.04%0.30%0.48%Q2 2017Q1 20219
55I, LLC 990.01%0.04%0.08%Q3 2020Q3 20229
BlueCrest Capital Management Ltd 310.02%0.11%0.47%Q4 2014Q3 20199
Israel Discount Bank of New York 990.04%0.05%0.06%Q1 2017Q1 20199
Evolution Wealth Advisors, LLC 990.00%0.01%0.02%Q3 2019Q3 20219
Y-Intercept (Hong Kong) Ltd 420.04%0.19%0.33%Q4 2020Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.28%0.40%0.57%Q2 2013Q2 20159
Bredin Investment LLC 991.79%2.09%2.38%Q4 2017Q4 20199
Canton Hathaway, LLC 310.00%0.01%0.01%Q3 2018Q4 20229
Pacifica Partners Inc. 990.01%0.45%0.73%Q4 2021Q4 20239
Bridgewater Advisors Inc. 630.19%0.46%0.70%Q4 2013Q2 20229
Angeles Investment Advisors, LLC 990.02%0.04%0.11%Q4 2019Q4 20219
Providence First Trust Co 990.34%0.63%1.17%Q1 2021Q1 20239
Ford Financial Group, LLC 510.08%4.82%42.40%Q4 2017Q4 20219
Argent Advisors, Inc. 990.12%0.15%0.19%Q2 2020Q2 20229
Magnus Financial Group LLC 990.04%0.06%0.09%Q4 2018Q4 20209
Empire Life Investments Inc. 630.24%0.42%0.60%Q2 2017Q3 20199
Lake Point Wealth Management 510.01%0.01%0.02%Q4 2018Q2 20229
Greenwich Wealth Management LLC 990.03%0.03%0.04%Q3 2021Q3 20239
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 990.91%1.06%1.24%Q1 2016Q1 20189
CKW FINANCIAL GROUP 710.00%0.01%0.02%Q4 2013Q4 20189
Pinnacle Advisory Group, Inc. 810.02%0.05%0.06%Q4 2013Q1 20169
Strategic Blueprint, LLC 810.02%0.03%0.04%Q2 2021Q3 20239
Integrated Wealth Management 990.19%0.21%0.23%Q1 2015Q1 20179
DOLIVER ADVISORS, LP 990.13%0.17%0.21%Q1 2018Q1 20209
abrdn Investment Management Ltd 990.00%0.02%0.04%Q2 2013Q2 20159
Decatur Capital Management, Inc. 991.33%1.81%2.10%Q2 2017Q2 20199
Northside Capital Management, LLC 720.06%0.08%0.12%Q3 2019Q4 20219
Quotient Investors, LLC 810.10%0.53%1.21%Q3 2013Q3 20169
Icon Wealth Partners, LLC 310.01%0.04%0.06%Q4 2017Q1 20239
SUSQUEHANNA TRUST & INVESTMENT CO 990.14%0.79%1.48%Q2 2013Q2 20159
Boit C F David 540.68%1.30%2.23%Q2 2021Q3 20239
OAKWOOD CAPITAL MANAGEMENT LLC/CA 991.35%1.48%1.60%Q2 2013Q2 20159
WISCONSIN CAPITAL MANAGEMENT LLC 720.11%1.64%2.34%Q2 2013Q3 20199
J. Goldman & Co LP 110.35%0.94%1.62%Q2 2013Q3 20229
Hefty Wealth Partners 990.05%0.49%0.93%Q1 2016Q1 20189
Landsberg, Bennett, & Dubbaneh LLC 510.03%0.08%0.21%Q4 2018Q2 20219
Value Partners Investments Inc. 990.38%0.46%0.54%Q3 2021Q3 20239
Optas, LLC 990.06%0.09%0.15%Q4 2019Q4 20219
United Capital Management of KS, Inc. 631.12%1.56%2.18%Q3 2018Q1 20239
FMA ADVISORY INC 610.26%0.37%0.44%Q2 2013Q2 20189
BKS ADVISORS, LLC 610.06%0.25%1.52%Q1 2015Q1 20199
Moser Wealth Advisors, LLC 610.00%0.01%0.01%Q4 2019Q3 20239
Secure Asset Management, LLC 990.11%0.25%0.54%Q4 2019Q4 20219
Bayesian Capital Management, LP 210.07%0.42%1.18%Q1 2016Q3 20239
Stanford Investment Group, Inc. 990.24%0.29%0.34%Q4 2014Q4 20169
Kozak & Associates, Inc. 990.01%0.02%0.02%Q3 2021Q3 20239
TOBAM 810.00%0.02%0.02%Q3 2020Q3 20239
WRAPMANAGER INC 990.06%0.07%0.09%Q2 2020Q2 20229
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 990.80%1.18%1.91%Q4 2018Q4 20209
Heartwood Wealth Advisors LLC 810.06%0.09%0.11%Q2 2021Q3 20239
BROOKTREE CAPITAL MANAGEMENT 990.14%0.50%0.88%Q4 2019Q4 20219
INVESTORS TRUST INC 990.28%1.10%1.89%Q2 2013Q2 20159
CFS Investment Advisory Services, LLC 810.04%0.14%0.27%Q4 2020Q2 20239
DDD Partners, LLC 810.10%2.16%3.84%Q3 2018Q3 20229
PAX Financial Group, LLC 990.12%0.18%0.22%Q4 2019Q4 20219
Investors Financial Group, LLC 993.95%5.58%6.71%Q4 2019Q4 20219
LATHROP INVESTMENT MANAGEMENT CORP 540.05%0.06%0.09%Q4 2018Q3 20219
STUDIO INVESTMENT MANAGEMENT LLC 990.06%0.14%0.20%Q3 2021Q3 20239
High Net Worth Advisory Group LLC 990.08%0.11%0.14%Q4 2021Q4 20239
RiverFront Investment Group, LLC 810.46%0.65%0.88%Q4 2008Q4 20159
Centric Wealth Management 540.08%0.36%0.54%Q4 2018Q1 20219
Trinity Financial Advisors LLC 540.14%0.26%0.53%Q4 2020Q2 20239
Foresight Wealth Management, LLC 990.01%0.14%0.19%Q3 2020Q3 20229
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 410.42%0.64%0.81%Q4 2017Q4 20219
RMR Wealth Builders 810.01%0.05%0.08%Q4 2019Q1 20229
MARINER INDEPENDENT ADVISOR NETWORK, LLC 510.05%0.11%0.15%Q4 2014Q3 20229
Triumph Capital Management 990.10%0.49%0.71%Q3 2021Q3 20239
ELEFANTE MICHAEL B 992.77%2.94%3.12%Q4 2012Q4 20149
Quality Growth Management, Inc. 720.18%0.23%0.31%Q4 2013Q1 20169
Alera Investment Advisors, LLC 610.07%0.10%0.15%Q4 2018Q3 20219
JB Capital LLC 990.23%0.26%0.33%Q3 2021Q3 20239
FORA Capital, LLC 510.03%0.39%0.78%Q1 2020Q2 20239
EMFO, LLC 990.12%0.94%1.78%Q2 2021Q2 20239
STABLEFORD CAPITAL II LLC 990.25%0.39%0.48%Q1 2017Q1 20199
Crosspoint Capital Strategies, LLC 990.02%0.25%0.71%Q4 2013Q4 20159
STONNINGTON GROUP, LLC 990.08%0.22%0.55%Q1 2021Q1 20239
LGL PARTNERS, LLC 810.04%0.14%0.19%Q1 2020Q3 20229
KAVAR CAPITAL PARTNERS GROUP, LLC 990.06%0.44%0.71%Q4 2020Q4 20229
Sustainable Insight Capital Management, LLC 630.17%0.22%0.24%Q2 2019Q1 20229
InTrack Investment Management Inc 990.44%0.86%1.22%Q1 2021Q1 20239
Dana Investment Advisors, Inc. 610.02%0.06%0.12%Q4 2018Q3 20239
BHF Kleinwort Benson Group S.A. 990.07%0.19%0.60%Q1 2014Q1 20169
Aveo Capital Partners, LLC 420.05%0.08%0.09%Q4 2016Q4 20219
Echo Wealth Management, LLC 990.25%0.37%0.50%Q4 2020Q4 20229
Laurel Wealth Planning LLC 990.03%0.24%0.58%Q4 2020Q4 20229
WP Advisors, LLC 310.08%0.13%0.21%Q4 2017Q3 20239
Laidlaw Group, LLC 992.39%2.73%2.96%Q2 2013Q2 20159
MAD RIVER INVESTORS 810.17%0.32%0.45%Q3 2017Q4 20199
Badgley Phelps Wealth Managers, LLC 990.01%0.03%0.04%Q3 2021Q3 20239
Cowen Prime Services LLC 990.20%0.53%0.70%Q1 2016Q1 20189
SAMLYN CAPITAL, LLC 330.25%0.70%1.38%Q1 2015Q4 20179
Perpetual Investment Management Ltd 990.07%0.10%0.14%Q4 2020Q4 20229
Accurate Wealth Management, LLC 990.15%0.24%0.34%Q3 2021Q3 20239
Cutter & CO Brokerage, Inc. 510.06%0.08%0.11%Q1 2017Q4 20219
Horrell Capital Management, Inc. 720.00%0.01%0.01%Q2 2013Q4 20159
BAXTER BROS INC 990.46%0.58%0.70%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.04%0.08%0.13%Q3 2021Q3 20239
Mraz, Amerine & Associates, Inc. 410.06%0.07%0.10%Q2 2017Q3 20209
CHIRON CAPITAL MANAGEMENT, LLC 710.10%0.64%1.18%Q3 2020Q3 20238
Independent Order of Foresters 880.16%0.35%0.61%Q2 2013Q1 20158
Mawer Investment Management Ltd. 710.00%0.21%0.31%Q3 2017Q1 20218
Gladius Capital Management LP 510.00%0.05%0.11%Q4 2018Q4 20218
Stelac Advisory Services LLC 410.02%0.05%0.10%Q1 2018Q2 20218
Mizuho Trust & Banking Co., Ltd. 880.47%0.50%0.53%Q4 2014Q3 20168
ARGA Investment Management, LP 530.08%0.12%0.17%Q1 2021Q2 20238
Desjardins Global Asset Management Inc. 880.06%0.13%0.22%Q4 2021Q3 20238
MILLIE CAPITAL MANAGEMENT, LLC 410.16%0.85%1.99%Q4 2014Q4 20178
JOYN Advisors, Inc. 710.01%0.26%0.37%Q4 2017Q1 20208
STERNE AGEE GROUP, INC. 880.59%0.87%1.08%Q2 2013Q1 20158
BW Gestao de Investimentos Ltda. 710.01%0.17%0.29%Q4 2013Q2 20238
Bank of Kentucky, Inc. 880.32%0.36%0.44%Q2 2013Q1 20158
MDE Group 880.07%0.11%0.15%Q2 2013Q1 20158
Origin Asset Management LLP 880.62%0.77%0.93%Q2 2013Q1 20158
Gary Goldberg Planning Services Inc 880.03%0.04%0.06%Q1 2013Q4 20148
Westover Capital Advisors, LLC 510.10%0.11%0.14%Q1 2019Q2 20218
Matarin Capital Management, LLC 310.15%0.26%0.39%Q2 2013Q3 20168
Verus Financial Partners, Inc. 610.03%0.06%0.13%Q1 2017Q4 20218
Tuttle Capital Management, LLC 610.09%0.42%1.09%Q3 2016Q1 20198
Alpine Global Management, LLC 310.12%0.55%1.51%Q4 2014Q4 20198
Polaris Wealth Advisory Group, LLC 410.01%0.65%1.76%Q2 2013Q4 20198
COWEN INC. 110.00%0.04%0.16%Q1 2013Q2 20188
Metis Global Partners, LLC 880.12%0.20%0.29%Q4 2021Q3 20238
First Allied Asset Management, Inc. 880.12%0.16%0.22%Q2 2013Q1 20158
CWH Capital Management, Inc. 310.10%0.16%0.27%Q4 2014Q4 20208
Tributary Capital Management, LLC 310.01%0.10%0.74%Q2 2013Q4 20188
Daiwa SB Investments Ltd. 880.06%0.36%0.60%Q1 2014Q4 20158
Baker Avenue Asset Management, LP 530.00%0.01%0.04%Q3 2021Q3 20238
Point72 Asset Management, L.P. 210.00%0.12%0.49%Q2 2016Q3 20238
RKL Wealth Management LLC 620.04%0.06%0.09%Q2 2017Q2 20198
Assured Investment Management LLC 310.00%0.01%0.06%Q1 2015Q1 20198
Diversified Investment Strategies, LLC 510.16%0.80%2.19%Q2 2013Q3 20168
Fragasso Group Inc. 530.02%0.04%0.07%Q2 2019Q4 20238
Ativo Capital Management LLC 880.72%1.08%1.38%Q2 2013Q1 20158
Mork Capital Management, LLC 880.51%0.63%0.77%Q4 2021Q3 20238
Newfound Research LLC 880.10%0.14%0.19%Q4 2020Q3 20228
SG3 Management, LLC 310.01%0.10%0.48%Q2 2017Q3 20218
Capital Planning Advisors, LLC 710.06%0.15%0.28%Q1 2017Q1 20198
683 Capital Management, LLC 620.76%2.62%5.86%Q3 2017Q3 20198
Platte River Capital LLC 880.04%0.09%0.18%Q2 2013Q1 20158
Ayalon Insurance Comp Ltd. 880.02%0.03%0.03%Q1 2015Q4 20168
Westbourne Investment Advisors, Inc. 710.09%0.12%0.14%Q2 2016Q2 20238
Employers Holdings, Inc. 880.66%0.83%0.99%Q2 2019Q1 20218
Econ Financial Services Corp 880.42%1.84%3.06%Q4 2021Q3 20238
Klingman & Associates, LLC 880.03%0.04%0.04%Q4 2014Q3 20168
Cedar Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.09%0.17%0.25%Q3 2021Q2 20238
IBEX WEALTH ADVISORS 610.00%0.39%1.95%Q3 2016Q2 20228
LYELL WEALTH MANAGEMENT, LP 210.03%0.06%0.09%Q4 2017Q3 20218
MFA WEALTH ADVISORS, LLC 880.10%0.50%1.88%Q1 2020Q4 20218
RGT Wealth Advisors, LLC 710.03%0.14%0.21%Q3 2016Q4 20218
River Road Asset Management, LLC 710.01%0.37%0.74%Q2 2013Q1 20218
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.08%0.13%0.19%Q1 2019Q4 20208
ICICI Prudential Asset Management Co Ltd 710.80%1.05%1.34%Q4 2020Q3 20238
Global Financial Private Capital, Inc 710.01%0.05%0.12%Q3 2017Q2 20208
Watermark Asset Management, Inc. 880.00%0.01%0.01%Q1 2017Q4 20188
EverSource Wealth Advisors, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Geneva Partners, LLC 710.86%1.00%1.20%Q2 2016Q1 20198
Banco de Sabadell, S.A 710.01%0.19%0.35%Q4 2017Q3 20238
NORTHSTAR CAPITAL MANAGEMENT LLC 880.21%0.28%0.36%Q4 2017Q3 20198
Winthrop Partners - WNY, LLC 880.46%1.20%1.82%Q4 2017Q3 20198
AJ WEALTH STRATEGIES, LLC 880.01%0.02%0.06%Q1 2020Q4 20218
Cooper Financial Group 710.08%0.11%0.15%Q2 2020Q2 20228
Heritage Financial Services, LLC 880.04%0.13%0.32%Q4 2021Q3 20238
HORAN CAPITAL MANAGEMENT 410.02%0.03%0.03%Q2 2015Q3 20188
Baldrige Asset Management LLC 880.03%0.04%0.05%Q2 2021Q1 20238
Wahed Invest LLC 880.26%0.44%0.68%Q4 2021Q3 20238
Wilkinson Global Asset Management LLC 880.02%0.02%0.02%Q1 2021Q4 20228
Bernardo Wealth Planning LLC 530.09%0.24%0.39%Q4 2018Q4 20208
MMBG INVESTMENT ADVISORS CO. 880.04%0.31%0.94%Q4 2021Q3 20238
Personal Wealth Partners 620.09%0.19%0.35%Q4 2018Q2 20218
HNP Capital LLC 880.27%0.33%0.50%Q1 2020Q4 20218
MIROVA 880.01%0.04%0.10%Q3 2020Q2 20228
Qtron Investments LLC 410.04%0.11%0.18%Q3 2020Q3 20238
TWINBEECH CAPITAL LP 710.02%0.51%1.05%Q3 2021Q3 20238
Sierra Capital LLC 880.02%0.04%0.06%Q1 2021Q4 20228
Candlestick Capital Management LP 420.58%1.15%2.77%Q1 2022Q3 20238
Loveless Wealth Management LLC 880.19%0.32%0.39%Q3 2020Q2 20228
TI-TRUST, INC 880.45%0.59%0.82%Q4 2021Q3 20238
Mattern Wealth Management LLC 880.07%0.27%0.53%Q4 2019Q3 20218
Emerald Advisors, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
Element Wealth, LLC 510.15%0.17%0.20%Q1 2021Q3 20238
Houlihan Financial Resource Group, Ltd. 510.15%0.26%0.38%Q4 2019Q3 20238
Asio Capital, LLC 880.12%0.77%1.08%Q3 2020Q2 20228
Total Clarity Wealth Management, Inc. 310.03%0.15%0.48%Q4 2019Q3 20238
Filbrandt Wealth Management, LLC 880.32%0.58%1.04%Q4 2019Q3 20218
Vise Technologies, Inc. 880.15%0.62%1.79%Q4 2021Q3 20238
Intrua Financial, LLC 710.09%0.24%0.41%Q2 2020Q1 20238
Horizon Wealth Management, LLC 880.10%0.18%0.32%Q4 2021Q3 20238
Mechanics Financial Corp 880.14%0.19%0.22%Q4 2021Q3 20238
Rise Advisors, LLC 880.14%0.17%0.20%Q4 2021Q3 20238
Baron Financial Group, LLC 880.02%0.02%0.04%Q3 2020Q2 20228
TCG Advisory Services, LLC 880.43%0.53%0.61%Q4 2020Q3 20228
M. Kulyk & Associates, LLC 880.08%0.12%0.15%Q4 2021Q3 20238
Cerro Pacific Wealth Advisors LLC 710.12%0.30%0.59%Q4 2020Q4 20228
Lokken Investment Group LLC 710.16%0.20%0.23%Q1 2012Q2 20228
Montis Financial, LLC 710.18%0.33%0.44%Q4 2020Q4 20228
Palumbo Wealth Management LLC 880.28%0.38%0.42%Q2 2021Q1 20238
Red Wave Investments LLC 710.09%0.11%0.14%Q4 2020Q4 20228
B. Metzler seel. Sohn & Co. AG 880.10%0.21%0.35%Q4 2021Q3 20238
Connectus Wealth, LLC 880.08%0.17%0.39%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.18%0.21%0.24%Q4 2021Q3 20238
FourThought Financial, LLC 880.06%0.11%0.16%Q4 2020Q3 20228
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.03%0.05%0.12%Q4 2021Q3 20238
C2C Wealth Management, LLC 880.19%0.25%0.32%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.22%0.45%0.88%Q4 2021Q3 20238
DB Fitzpatrick & Co, Inc 880.02%0.02%0.03%Q4 2021Q3 20238
ARS Wealth Advisors Group, LLC 880.12%0.60%0.86%Q3 2021Q2 20238
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.06%0.10%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.02%0.04%0.06%Q4 2021Q3 20238
Bromfield Sneider Wealth Advisors 880.02%0.03%0.05%Q1 2022Q4 20238
Wayfinding Financial, LLC 880.39%0.56%0.72%Q4 2021Q3 20238
SPRING CAPITAL MANAGEMENT, LLC 881.66%2.12%2.58%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.54%0.83%1.06%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.03%0.04%0.06%Q4 2021Q3 20238
Cross Staff Investments Inc 880.37%0.50%0.65%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.02%Q4 2021Q3 20238
Mill Capital Management, LLC 880.15%0.32%0.52%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
KEB ASSET MANAGEMENT, LLC 880.26%0.41%0.55%Q4 2021Q3 20238
Buttonwood Financial Advisors Inc. 880.81%0.97%1.16%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.77%0.96%1.25%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 880.26%0.44%0.65%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.02%0.03%0.04%Q4 2021Q3 20238
Hedges Asset Management LLC 880.21%0.33%0.59%Q4 2021Q3 20238
Viewpoint Capital Management LLC 880.34%0.48%0.59%Q4 2021Q3 20238
Widmann Financial Services, Inc. 880.23%0.34%0.41%Q4 2021Q3 20238
MILLER WEALTH ADVISORS, LLC 880.02%0.12%0.77%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.06%0.11%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.20%0.30%0.41%Q4 2021Q3 20238
Leverty Financial Group, LLC 881.62%2.83%4.60%Q4 2021Q3 20238
Sweet Financial Partners, LLC 880.62%0.89%1.17%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
Gould Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Disciplined Equity Management, Inc. 880.75%1.03%1.30%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.17%0.19%0.21%Q4 2021Q3 20238
Covestor Ltd 880.09%0.13%0.18%Q4 2021Q3 20238
Morton Brown Family Wealth, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.04%0.08%0.13%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.66%0.80%0.98%Q4 2021Q3 20238
Confluence Wealth Services, Inc. 880.06%0.15%0.28%Q4 2021Q3 20238
City State Bank 880.09%0.12%0.20%Q4 2021Q3 20238
William Allan Corp 880.39%0.99%3.27%Q4 2021Q3 20238
Planning Center, Inc. 880.06%0.29%1.19%Q4 2021Q3 20238
ADAMSBROWN WEALTH CONSULTANTS LLC 880.25%0.51%0.77%Q4 2021Q3 20238
HB Wealth Management, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
LGT Group Foundation 880.14%0.42%1.02%Q4 2021Q3 20238
Byrne Asset Management LLC 880.05%0.10%0.17%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.12%0.29%0.42%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.09%0.23%0.32%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Quent Capital, LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Mystic Asset Management, Inc. 880.24%0.36%0.50%Q4 2021Q3 20238
Ascent Group, LLC 880.05%0.07%0.10%Q4 2021Q3 20238
Lakeside Advisors, INC. 882.54%3.16%3.90%Q4 2021Q3 20238
Bill Few Associates, Inc. 880.19%0.23%0.28%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.42%0.53%0.61%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.24%0.66%1.23%Q4 2021Q3 20238
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 880.45%1.11%1.85%Q4 2021Q3 20238
Powers Advisory Group, LLC 880.20%0.28%0.35%Q4 2021Q3 20238
Astoria Portfolio Advisors LLC. 880.13%0.31%0.55%Q4 2021Q3 20238
Tevis Investment Management 880.58%0.74%0.93%Q4 2021Q3 20238
Stephens Consulting, LLC 880.02%0.05%0.09%Q4 2021Q3 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.12%0.20%0.28%Q4 2021Q3 20238
WFA Asset Management Corp 880.01%0.60%1.48%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.05%0.07%0.10%Q4 2021Q3 20238
DIAMOND HILL CAPITAL MANAGEMENT INC 880.00%1.21%1.60%Q2 2013Q1 20158
COLRAIN CAPITAL LLC 880.06%0.13%0.20%Q2 2013Q1 20158
BOSTON PRIVATE BANK & TRUST CO 880.54%0.75%1.07%Q2 2013Q1 20158
PRINCETON CAPITAL MANAGEMENT LLC 880.08%0.09%0.11%Q4 2017Q3 20198
SHEETS SMITH WEALTH MANAGEMENT 880.03%0.05%0.05%Q2 2020Q1 20228
HORIZON BANCORP INC /IN/ 440.02%0.83%1.78%Q4 2019Q3 20238
PRIVATE MANAGEMENT GROUP INC 880.01%0.02%0.04%Q4 2020Q3 20228
GUARDIAN INVESTOR SERVICES LLC 880.48%0.53%0.58%Q2 2013Q1 20158
FIRST COMMUNITY TRUST NA 880.75%1.02%1.24%Q4 2021Q3 20238
HANSEATIC MANAGEMENT SERVICES INC 410.18%0.40%0.70%Q4 2013Q4 20168
HABERER REGISTERED INVESTMENT ADVISOR INC 880.05%0.11%0.16%Q2 2013Q1 20158
PRIVATE CAPITAL MANAGEMENT INC 880.52%0.58%0.66%Q4 2015Q3 20178
BAIRD ROBERT W & CO INC /WI/ 880.38%0.41%0.47%Q2 2013Q1 20158
HARRIS ASSOCIATES L P 880.00%0.20%0.43%Q2 2013Q1 20158
NORTHSTAR INVESTMENT ADVISORS LLC 880.31%0.79%1.34%Q3 2019Q2 20218
CAMBIAR INVESTORS LLC 880.01%1.62%1.98%Q1 2020Q4 20218
THOMAS WHITE INTERNATIONAL LTD 880.06%0.07%0.08%Q1 2020Q4 20218
MANCHESTER FINANCIAL INC 610.02%0.05%0.07%Q2 2019Q3 20238
NORTHSTAR ASSET MANAGEMENT INC 880.08%0.10%0.12%Q2 2021Q1 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.27%0.33%0.38%Q2 2013Q1 20158
MAZAMA CAPITAL MANAGEMENT INC 880.56%0.97%2.03%Q1 2014Q4 20158
JAMISON EATON & WOOD INC /NJ 880.35%0.39%0.45%Q2 2013Q1 20158
MOSELEY INVESTMENT MANAGEMENT INC 430.00%0.44%0.91%Q1 2019Q4 20218
NATIONAL BANK OF CANADA /FI/ 880.03%0.06%0.12%Q4 2021Q3 20238
TOEWS CORP /ADV 310.05%0.32%0.81%Q2 2016Q3 20228
EMERALD ADVISERS, LLC 880.01%0.02%0.02%Q2 2013Q1 20158
NORWOOD FINANCIAL CORP 880.18%0.61%0.81%Q4 2021Q3 20238
FIDUCIARY SERVICES CORP/GA 881.03%1.09%1.19%Q2 2013Q1 20158
Sompo Asset Management Co., Ltd. 880.30%0.52%0.65%Q4 2021Q3 20238
Lindenwold Advisors, INC 770.61%0.86%1.05%Q4 2021Q2 20237
Neo Ivy Capital Management 310.01%0.31%0.56%Q1 2019Q2 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.00%0.02%0.07%Q1 2021Q4 20227
SWS Partners 520.02%0.13%0.20%Q4 2017Q3 20197
Lebenthal Holdings,LLC 770.36%0.58%0.80%Q4 2014Q2 20167
CEERA INVESTMENTS, LLC 770.37%0.80%0.98%Q1 2022Q3 20237
Capitolis Advisors LLC 770.01%0.14%0.66%Q4 2020Q2 20227
ACCIDENT COMPENSATION CORP 770.29%0.44%0.57%Q4 2015Q2 20177
WADDELL & REED FINANCIAL INC 770.06%0.08%0.10%Q2 2013Q4 20147
First Western Trust Bank 770.03%0.04%0.05%Q1 2022Q3 20237
Kowal Investment Group, LLC 770.07%0.11%0.15%Q4 2020Q2 20227
Ninety One North America, Inc. 770.06%0.12%0.21%Q4 2017Q2 20197
Orion Capital Management LLC 770.01%0.01%0.06%Q4 2020Q2 20227
RENAISSANCE GROUP LLC 610.01%0.74%1.22%Q2 2021Q2 20237
Titus Wealth Management 510.21%0.32%0.54%Q4 2017Q4 20197
Greystone Financial Group, LLC 611.88%2.05%2.34%Q4 2020Q4 20227
Port Capital LLC 770.08%0.15%0.21%Q4 2017Q2 20197
TIAA Kaspick, LLC 770.21%1.66%2.44%Q1 2020Q3 20217
AIGEN INVESTMENT MANAGEMENT, LP 310.11%0.29%0.72%Q3 2020Q4 20227
DUALITY ADVISERS, LP 210.02%0.41%1.02%Q4 2019Q3 20237
Placemark Investments, Inc. 770.19%0.23%0.25%Q2 2013Q4 20147
ROVIN CAPITAL /UT/ /ADV 770.18%0.24%0.39%Q1 2022Q3 20237
FIC CAPITAL INC 770.10%0.11%0.12%Q1 2016Q3 20177
Avestar Capital, LLC 770.04%0.07%0.09%Q4 2017Q2 20197
Orca Investment Management, LLC 771.73%2.15%2.53%Q1 2022Q3 20237
RBA Wealth Management, LLC 610.14%0.41%0.63%Q1 2019Q1 20217
Retirement Planning Group, LLC 310.03%0.07%0.10%Q2 2013Q1 20237
ACCESS FINANCIAL SERVICES, INC. 770.40%0.80%0.99%Q2 2018Q4 20197
St. James Investment Company, LLC 770.02%0.05%0.08%Q4 2014Q2 20167
Bell & Brown Wealth Advisors, LLC 610.24%1.84%2.72%Q4 2017Q3 20197
Summit Trail Advisors, LLC 410.01%0.06%0.10%Q4 2017Q3 20237
Charles Schwab Investment Advisory, Inc. 770.33%0.38%0.41%Q2 2018Q4 20197
Rudd International, Inc. 771.67%2.05%2.74%Q4 2018Q2 20207
Jacobus Wealth Management, Inc. 520.03%0.07%0.10%Q2 2013Q1 20157
BTG Pactual Global Asset Management Ltd 110.01%0.87%1.96%Q3 2021Q2 20237
Li Winifred I 771.00%1.29%1.63%Q2 2013Q4 20147
TRH Financial, LLC 410.17%0.79%2.16%Q4 2019Q2 20227
RELIANCE TRUST CO 772.18%2.47%2.94%Q2 2013Q4 20147
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 610.01%0.05%0.06%Q3 2017Q3 20237
TCF National Bank 770.09%0.15%0.32%Q3 2019Q1 20217
WESPAC Advisors, LLC 520.38%0.61%0.90%Q2 2014Q3 20237
SENTINEL ASSET MANAGEMENT, INC. 770.06%0.16%0.56%Q1 2016Q3 20177
Penn Mutual Asset Management, LLC 430.20%1.06%2.29%Q3 2020Q3 20237
LOEB PARTNERS CORP 610.15%0.25%0.50%Q2 2016Q2 20187
Pure Financial Advisors, LLC 520.02%0.03%0.03%Q2 2020Q1 20237
Cooperatieve Rabobank U.A. 610.61%1.06%1.37%Q2 2013Q1 20157
VALUEWORKS LLC 772.11%2.34%2.58%Q2 2013Q4 20147
Zions Trust, National Association 770.76%0.83%0.90%Q2 2013Q4 20147
Wealth Alliance 770.10%0.11%0.13%Q2 2020Q4 20217
COUNTRY CLUB BANK /GFN 770.10%0.16%0.23%Q1 2022Q3 20237
OPTIONS SOLUTIONS, LLC 770.29%0.43%0.77%Q4 2021Q2 20237
Edge Advisors, LLC 770.01%0.02%0.02%Q4 2016Q2 20187
SYM FINANCIAL Corp 770.14%0.21%0.24%Q4 2017Q2 20197
Knights of Columbus Asset Advisors LLC 430.04%0.18%0.47%Q2 2019Q3 20217
TRILOGY GLOBAL ADVISORS LP 770.13%0.31%0.46%Q2 2015Q4 20167
OLD DOMINION CAPITAL MANAGEMENT INC 770.32%0.41%0.61%Q1 2020Q3 20217
Empowered Funds, LLC 430.02%0.04%0.07%Q2 2021Q3 20237
Laird Norton Wetherby Trust Company, LLC 770.03%0.04%0.05%Q4 2020Q2 20227
MJP ASSOCIATES INC /ADV 770.06%0.08%0.10%Q4 2020Q2 20227
American Financial Network Advisory Services LLC 770.22%0.50%0.70%Q3 2017Q1 20197
COOKSON PEIRCE & CO INC 770.75%0.86%0.95%Q2 2016Q4 20177
Financial & Tax Architects, LLC 771.41%1.52%1.74%Q1 2021Q3 20227
Symphony Financial, Ltd. Co. 770.08%0.25%0.86%Q4 2020Q2 20227
Price Wealth, LLC 430.00%0.01%0.02%Q4 2017Q3 20207
Gilbert & Cook, Inc. 510.04%0.07%0.08%Q1 2017Q1 20217
BLUEFIN CAPITAL MANAGEMENT, LLC 320.00%0.03%0.07%Q4 2020Q4 20227
FIRST CITIZENS BANCORPORATION INC 771.52%1.74%2.34%Q2 2013Q4 20147
AXS Investments LLC 410.03%0.33%1.10%Q1 2021Q3 20237
Parametrica Management Ltd 510.20%0.45%1.47%Q3 2016Q4 20187
Chronos Wealth Management, LLC 510.13%0.20%0.41%Q4 2019Q4 20217
HARVEST VOLATILITY MANAGEMENT LLC 770.00%0.10%0.13%Q4 2021Q2 20237
GREENWOOD CAPITAL ASSOCIATES LLC 510.06%0.70%1.31%Q4 2018Q3 20237
DOHJ, LLC 770.50%0.68%0.86%Q4 2019Q2 20217
Dominick & Dominick LLC 770.18%0.64%0.98%Q2 2013Q4 20147
FOUNDERS BANK & TRUST 770.56%0.60%0.64%Q2 2013Q4 20147
CARDEROCK CAPITAL MANAGEMENT INC 610.02%0.34%0.72%Q4 2017Q3 20217
360 Financial, Inc. 770.34%0.41%0.51%Q4 2019Q2 20217
Security National Bank 410.06%0.12%0.15%Q4 2017Q4 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.08%0.10%Q2 2013Q4 20147
CETERA INVESTMENT MANAGEMENT LLC 770.44%0.56%0.61%Q4 2015Q2 20177
Flossbach von Storch AG Zurich 773.86%10.25%13.89%Q4 2018Q2 20207
Advisory Resource Group 770.74%0.79%0.88%Q4 2020Q2 20227
MARATHON CAPITAL MANAGEMENT 430.05%0.13%0.20%Q2 2013Q3 20217
SHAPIRO ROBERT N 771.25%1.38%1.59%Q2 2013Q4 20147
SANDERS MORRIS HARRIS LLC 310.05%0.12%0.23%Q1 2016Q4 20207
Cardan Capital Partners, LLC 610.03%0.16%0.87%Q3 2016Q3 20217
Eagle Capital Management, LLC 770.68%1.32%1.88%Q4 2013Q2 20157
Colorado Capital Management, Inc. 770.22%0.22%0.24%Q4 2015Q2 20177
Blueshift Asset Management, LLC 310.03%0.31%0.60%Q2 2020Q2 20237
Biechele Royce Advisors 770.15%0.22%0.34%Q4 2017Q2 20197
Goodwin Investment Advisory 610.01%0.02%0.04%Q1 2021Q4 20227
WNY Asset Management, LLC 770.07%0.13%0.19%Q4 2020Q2 20227
Three Bridge Wealth Advisors, LLC 770.16%0.22%0.27%Q1 2022Q3 20237
ICA Group Wealth Management, LLC 770.06%0.18%0.28%Q1 2022Q3 20237
COOPER/HAIMS ADVISORS, LLC 610.13%0.27%0.40%Q4 2017Q2 20217
Fund Management at Engine No. 1 LLC 770.11%0.16%0.20%Q1 2022Q3 20237
Dougherty Wealth Advisers LLC 770.05%0.07%0.15%Q4 2018Q2 20207
Atria Wealth Solutions, Inc. 770.05%0.07%0.10%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
Coury Firm Asset Management LLC 770.40%0.47%0.57%Q4 2021Q2 20237
FirstPurpose Wealth LLC 770.09%0.13%0.19%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.00%0.02%0.05%Q4 2021Q3 20237
Standard Family Office LLC 520.03%0.70%2.42%Q4 2020Q3 20227
Harfst & Associates, Inc. 520.05%0.41%0.81%Q2 2015Q2 20177
Autumn Glory Partners, LLC 610.52%0.86%1.16%Q4 2021Q3 20237
Charter Oak Capital Management, LLC 770.02%0.03%0.03%Q4 2020Q2 20227
AXXCESS WEALTH MANAGEMENT, LLC 520.01%0.02%0.03%Q4 2021Q3 20237
MAVERICK CAPITAL LTD 210.01%0.02%0.03%Q2 2018Q3 20237
TILIA FIDUCIARY PARTNERS, INC. 770.04%0.07%0.09%Q4 2021Q2 20237
Invictus RG Pte. Ltd. 610.02%0.08%0.33%Q2 2013Q3 20157
SKBA CAPITAL MANAGEMENT LLC 770.88%0.95%0.99%Q1 2020Q3 20217
OMERS ADMINISTRATION Corp 410.01%0.06%0.17%Q4 2014Q3 20197
Carson Advisory Inc. 770.18%0.27%0.41%Q4 2021Q2 20237
Retirement Planning Co of New England, Inc. 770.13%0.23%0.30%Q4 2021Q2 20237
Alpha Paradigm Partners, LLC 610.02%0.14%0.39%Q4 2020Q3 20227
JMAC ENTERPRISES LLC 770.05%0.11%0.16%Q4 2021Q2 20237
Sunflower Bank, N.A. 770.06%0.09%0.12%Q4 2020Q2 20227
MKT Advisors LLC 770.16%0.22%0.30%Q4 2021Q2 20237
Cassady Schiller Wealth Management, LLC 430.02%0.08%0.15%Q4 2021Q3 20237
Seneca House Advisors 770.61%0.90%1.10%Q4 2017Q2 20197
TORRAY INVESTMENT PARTNERS LLC 770.28%0.31%0.34%Q1 2020Q3 20217
WFA of San Diego, LLC 210.05%0.09%0.25%Q2 2020Q3 20237
Rockbridge Investment Management, LCC 770.03%0.03%0.04%Q2 2020Q4 20217
Hammer Asset Management, LLC 771.50%1.95%2.32%Q2 2019Q4 20207
NORTHCAPE WEALTH MANAGEMENT, LLC 770.09%0.69%1.15%Q1 2022Q3 20237
READYSTATE ASSET MANAGEMENT LP 330.02%0.32%1.00%Q1 2023Q3 20237
Private Vista, LLC 770.05%0.07%0.10%Q1 2018Q3 20197
XTX Topco Ltd 410.08%0.22%0.34%Q3 2021Q3 20237
CARILLON TOWER ADVISERS, INC. 770.09%0.11%0.17%Q4 2017Q2 20197
SJS Investment Consulting Inc. 520.02%0.04%0.05%Q4 2021Q3 20237
Strong Tower Advisory Services 610.12%0.46%1.80%Q3 2021Q3 20237
Essex LLC 770.07%0.09%0.13%Q3 2021Q1 20237
Truepoint, Inc. 610.01%0.02%0.04%Q1 2018Q1 20237
First National Bank of Hutchinson 310.10%0.13%0.14%Q2 2013Q1 20197
Freedman Financial Associates, Inc. 660.12%0.18%0.23%Q4 2020Q1 20226
GARRISON POINT ADVISORS, LLC 660.14%0.16%0.18%Q1 2021Q2 20226
INTECH INVESTMENT MANAGEMENT LLC 660.02%0.04%0.11%Q2 2022Q3 20236
Resurgent Financial Advisors LLC 420.04%0.09%0.19%Q1 2022Q3 20236
SPOT TRADING L.L.C. 220.00%0.08%0.26%Q2 2017Q3 20176
Jolley Asset Management, LLC 510.01%2.28%3.05%Q2 2013Q2 20186
American National Registered Investment Advisor, Inc. 660.25%0.62%0.77%Q4 2020Q1 20226
1919 Investment Counsel, LLC 660.25%0.27%0.28%Q2 2013Q3 20146
Richwood Investment Advisors, LLC 660.11%0.23%0.30%Q4 2021Q1 20236
Madden Advisory Services, Inc. 420.01%0.03%0.05%Q4 2013Q3 20156
EDMP, INC. 660.64%0.94%1.34%Q2 2022Q3 20236
SS&H Financial Advisors, Inc. 510.23%0.55%0.71%Q1 2022Q3 20236
CLIFFORD CAPITAL PARTNERS LLC 662.15%2.73%3.20%Q2 2022Q3 20236
Kingfisher Capital LLC 510.06%0.14%0.18%Q4 2015Q3 20186
Cladis Investment Advisory, LLC 510.36%0.53%0.75%Q4 2021Q3 20236
Paladin Advisory Group, LLC 660.02%0.03%0.08%Q4 2021Q1 20236
Kames Capital Management Ltd 420.04%0.37%0.62%Q2 2013Q4 20146
Matthew Goff Investment Advisor, LLC 310.06%0.07%0.09%Q4 2017Q2 20216
KMS FINANCIAL SERVICES, INC 660.17%0.43%0.64%Q2 2013Q3 20146
ADVANCE CAPITAL I INC 660.39%1.00%1.76%Q2 2015Q3 20166
Northern Capital Management, Inc. 660.17%0.22%0.25%Q4 2020Q1 20226
MUNDER CAPITAL MANAGEMENT 660.00%0.00%0.00%Q2 2013Q3 20146
Americana Partners, LLC 660.04%0.17%0.34%Q3 2021Q4 20226
Professional Financial Advisors, LLC 660.02%0.02%0.02%Q2 2021Q3 20226
Constellation Wealth Advisors, LLC 660.19%0.21%0.24%Q2 2013Q3 20146
Kernodle & Katon Asset Management Group, LLC 660.00%0.52%0.86%Q4 2015Q1 20176
IRONWOOD INVESTMENT MANAGEMENT LLC 410.14%0.15%0.16%Q2 2017Q1 20196
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 660.78%1.26%1.86%Q4 2021Q1 20236
Grandview Asset Management LLC 510.01%0.32%0.55%Q4 2018Q1 20216
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.09%0.12%0.17%Q2 2022Q3 20236
Stifel Trust Company, N.A. 660.86%0.91%0.96%Q2 2013Q3 20146
COMMUNITY BANK SYSTEM, INC. 661.08%1.19%1.31%Q2 2013Q3 20146
Alan B Lancz & Associates, Inc. 660.19%0.71%1.04%Q4 2021Q1 20236
K2 PRINCIPAL FUND, L.P. 330.05%0.52%1.88%Q4 2019Q2 20206
JACKSON SQUARE CAPITAL, LLC 330.00%0.05%0.10%Q4 2019Q3 20216
Hilton Capital Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Enlightenment Research, LLC 310.16%0.56%1.39%Q4 2018Q1 20226
HARTWELL J M LIMITED PARTNERSHIP 510.04%0.05%0.08%Q4 2017Q3 20196
US FINANCIAL ADVISORS, LLC 660.01%0.02%0.04%Q4 2014Q1 20166
Swift Run Capital 420.17%0.20%0.24%Q4 2013Q2 20156
TLP GROUP LLC 410.01%0.17%0.30%Q4 2015Q2 20186
Wallace Capital Management Inc. 510.04%0.04%0.04%Q1 2016Q4 20176
Vanguard Capital Wealth Advisors 410.00%0.19%0.38%Q2 2021Q2 20236
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 330.03%0.37%0.70%Q2 2021Q4 20216
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
McAdams Wright Ragen, Inc. 660.49%0.52%0.56%Q2 2013Q3 20146
Paradigm Financial Advisors, LLC 310.02%0.06%0.09%Q4 2013Q1 20196
Atlas Private Wealth Advisors 660.01%0.02%0.04%Q2 2020Q3 20216
JENNISON ASSOCIATES LLC 210.00%0.00%0.00%Q3 2014Q2 20216
Lloyds Banking Group plc 660.34%0.38%0.41%Q2 2013Q3 20146
BESSEMER SECURITIES LLC 330.26%0.50%0.76%Q3 2014Q2 20196
HAZLETT, BURT & WATSON, INC. 510.00%0.25%0.44%Q1 2022Q3 20236
QCM Cayman, Ltd. 310.05%1.04%4.27%Q1 2014Q3 20196
Czech National Bank 660.14%0.17%0.21%Q3 2022Q4 20236
Alyeska Investment Group, L.P. 210.07%0.48%1.44%Q4 2013Q1 20206
Shoker Investment Counsel, Inc. 660.47%0.56%0.68%Q2 2022Q3 20236
Phocas Financial Corp. 310.01%0.03%0.05%Q2 2013Q4 20226
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.02%0.04%0.06%Q2 2013Q3 20146
Cherry Creek Investment Advisors, Inc. 420.15%0.30%0.99%Q2 2021Q3 20236
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 660.16%0.21%0.26%Q4 2015Q1 20176
Schubert & Co 660.05%0.07%0.08%Q4 2021Q1 20236
MIRABELLA FINANCIAL SERVICES LLP 410.02%0.27%1.31%Q4 2020Q3 20236
HOHIMER WEALTH MANAGEMENT, LLC 660.45%0.52%0.65%Q4 2019Q1 20216
SEI TRUST CO 660.00%0.11%0.18%Q2 2013Q3 20146
AMERICAN NATIONAL INSURANCE CO 660.26%0.34%0.46%Q4 2020Q1 20226
Olstein Capital Management, L.P. 660.22%0.35%0.70%Q2 2013Q3 20146
QUANTRES ASSET MANAGEMENT Ltd 210.13%0.40%0.70%Q3 2014Q1 20196
OCCUDO QUANTITATIVE STRATEGIES LP 310.11%0.35%0.58%Q1 2021Q3 20236
RETIREMENT DESIGN & MANAGEMENT INC /ADV 330.13%0.20%0.29%Q4 2014Q2 20166
Visionary Wealth Advisors 330.03%0.12%0.22%Q3 2020Q3 20236
VisionPoint Advisory Group, LLC 420.01%0.08%0.13%Q4 2018Q3 20236
Weyland Capital Management, LLC 660.20%0.21%0.23%Q4 2013Q1 20156
Steward Financial Group LLC 410.00%0.00%0.01%Q4 2021Q3 20236
Altman Advisors, Inc. 421.53%2.00%2.18%Q4 2017Q2 20196
Visium Asset Management, LP 410.01%0.03%0.05%Q2 2013Q4 20156
LOUNTZIS ASSET MANAGEMENT, LLC 660.11%0.13%0.15%Q2 2020Q3 20216
BCWM, LLC 661.40%1.52%1.66%Q2 2022Q3 20236
Corsicana & Co. 660.07%0.08%0.09%Q2 2021Q3 20226
Sculati Wealth Management, LLC 660.11%0.14%0.16%Q1 2022Q2 20236
Keystone Wealth Services, LLC 660.09%0.12%0.13%Q4 2021Q1 20236
Virtus Investment Advisers, Inc. 660.25%0.47%0.59%Q3 2016Q4 20176
Palo Capital, Inc. 660.66%0.84%1.10%Q4 2014Q1 20166
Koss-Olinger Consulting, LLC 660.04%0.05%0.06%Q1 2022Q2 20236
Hemington Wealth Management 660.27%0.40%0.45%Q4 2020Q1 20226
TECTONIC ADVISORS LLC 660.04%0.08%0.11%Q4 2020Q1 20226
ERn Financial, LLC 510.05%0.07%0.09%Q4 2020Q4 20226
Coston, McIsaac & Partners 660.01%1.28%2.12%Q2 2022Q3 20236
Blue Trust, Inc. 660.02%0.06%0.07%Q2 2022Q3 20236
ADVOCATE GROUP LLC 660.06%0.78%1.44%Q2 2022Q3 20236
DARK FOREST CAPITAL MANAGEMENT LP 410.00%0.01%0.04%Q3 2021Q3 20236
Willis Johnson & Associates, Inc. 660.03%0.04%0.05%Q4 2020Q1 20226
CGN Advisors LLC 660.08%0.09%0.10%Q4 2020Q1 20226
Valley Brook Capital Group, Inc. 660.19%0.25%0.28%Q4 2020Q1 20226
PATRON PARTNERS, LLC 660.22%0.27%0.31%Q2 2021Q3 20226
Windsor Wealth Management, Inc. 660.08%0.21%0.28%Q1 2019Q2 20206
Curi Wealth Management, LLC 330.00%0.07%0.15%Q4 2020Q2 20226
Azimuth Capital Investment Management LLC 660.20%0.25%0.31%Q2 2022Q3 20236
Lighthouse Financial Advisors, Inc. 660.89%0.98%1.23%Q4 2019Q1 20216
Valentine Capital Asset Management, Inc. 660.98%1.75%2.90%Q1 2013Q2 20146
Financial Engines Advisors L.L.C. 660.00%0.00%0.00%Q2 2020Q3 20216
Altrius Capital Management Inc 660.89%1.04%1.34%Q2 2022Q3 20236
DRIEHAUS CAPITAL MANAGEMENT LLC 410.01%0.06%0.07%Q2 2013Q1 20186
Towercrest Capital Management 510.06%0.07%0.08%Q2 2018Q4 20196
Ritter Daniher Financial Advisory LLC / DE 660.01%0.01%0.02%Q2 2022Q3 20236
GYL FINANCIAL SYNERGIES, LLC 310.06%0.10%0.16%Q4 2021Q3 20236
Safeguard Investment Advisory Group, LLC 510.04%0.13%0.21%Q4 2020Q3 20236
McCarthy Asset Management, Inc. 660.01%0.02%0.04%Q4 2020Q1 20226
Coastwise Capital Group, LLC 660.37%0.55%0.70%Q2 2022Q3 20236
Private Advisory Group LLC 660.21%0.26%0.32%Q1 2022Q2 20236
Machina Capital S.A.S. 310.30%0.50%1.00%Q1 2019Q3 20236
JACOBSON & SCHMITT ADVISORS, LLC 660.14%0.17%0.21%Q1 2017Q2 20186
TriaGen Wealth Management LLC 660.12%0.16%0.23%Q4 2020Q1 20226
Ruggie Capital Group 420.01%0.04%0.09%Q4 2014Q1 20186
TCG Advisors, LP 660.00%0.32%0.74%Q1 2019Q2 20206
RITTER DANIHER FINANCIAL ADVISORY LLC 660.01%0.02%0.02%Q4 2020Q1 20226
Destiny Wealth Partners, LLC 420.01%0.01%0.02%Q4 2020Q2 20226
EHP Funds Inc. 660.08%0.12%0.17%Q1 2022Q2 20236
Maltin Wealth Management, Inc. 660.24%0.51%0.82%Q3 2020Q4 20216
Wagner Wealth Management, LLC 420.05%0.24%0.38%Q4 2017Q3 20226
Johnson Financial Group, LLC 660.29%0.33%0.37%Q4 2016Q1 20186
Forest Hill Capital, LLC 660.11%0.18%0.24%Q1 2022Q2 20236
Shamrock Asset Management LLC 510.01%0.03%0.03%Q2 2017Q3 20196
Cypress Capital, LLC 660.19%0.65%1.73%Q3 2020Q4 20216
SFMG, LLC 420.02%0.03%0.05%Q1 2021Q3 20226
SIPHRON CAPITAL MANAGEMENT /CA/ 662.98%3.31%3.58%Q2 2013Q3 20146
Golden State Wealth Management, LLC 310.06%0.07%0.09%Q1 2019Q4 20216
Heritage Investment Group, Inc. 660.07%0.17%0.33%Q4 2021Q1 20236
Advanced Asset Management Advisors Inc 660.74%0.86%0.94%Q4 2017Q1 20196
Timber Hill LLC 220.01%0.20%0.75%Q4 2013Q1 20186
Virtue Capital Management, LLC 210.05%0.09%0.20%Q4 2017Q2 20206
GODSEY & GIBB, INC 310.04%2.43%9.77%Q2 2017Q3 20236
Synergy Asset Management, LLC 510.05%0.21%0.98%Q4 2020Q2 20236
TFO Wealth Partners, LLC 410.00%0.00%0.00%Q1 2020Q3 20236
Optimal Asset Management, Inc. 660.14%0.42%0.66%Q2 2020Q3 20216
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.61%0.72%0.93%Q2 2015Q3 20166
SILVER OAK SECURITIES, INCORPORATED 660.04%0.05%0.07%Q2 2022Q3 20236
Meridian Wealth Partners, LLC 660.04%0.05%0.06%Q4 2019Q1 20216
GW&K Investment Management, LLC 310.00%0.00%0.00%Q2 2021Q3 20236
Tuscan Ridge Asset Management LLC 330.05%0.14%0.41%Q1 2019Q3 20196
West Family Investments, Inc. 510.07%0.10%0.14%Q2 2021Q4 20226
tru Independence LLC 510.00%0.03%0.05%Q4 2019Q2 20216
ORSER CAPITAL MANAGEMENT, LLC 660.45%0.64%0.92%Q4 2017Q1 20196
CFS, LLC 660.01%0.49%0.67%Q2 2013Q3 20146
Summit X, LLC 410.01%0.13%0.21%Q4 2017Q3 20205
Solstein Capital, LLC 320.01%0.03%0.08%Q4 2019Q4 20215
Wilmington Trust Investment Management, LLC 550.30%0.36%0.45%Q2 2013Q2 20145
Southland Equity Partners LLC 550.09%0.11%0.14%Q4 2020Q4 20215
ROMANO BROTHERS AND COMPANY 550.18%0.19%0.21%Q3 2022Q3 20235
OXFORD FINANCIAL GROUP, LTD. LLC 550.02%0.03%0.03%Q4 2020Q4 20215
Long Wharf Investors, Inc. 550.55%0.60%0.66%Q2 2013Q2 20145
PFS Partners, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Aptus Capital Advisors, LLC 310.02%0.12%0.28%Q4 2019Q3 20235
HBK INVESTMENTS L P 210.00%0.01%0.02%Q3 2017Q2 20215
CoreCap Advisors, LLC 550.08%0.08%0.09%Q4 2021Q4 20225
True Link Financial Advisors, LLC 550.01%0.04%0.08%Q4 2020Q4 20215
Compass Wealth Management LLC 550.02%0.06%0.10%Q4 2022Q4 20235
ADE, LLC 550.18%0.22%0.25%Q4 2020Q4 20215
Colonial River Wealth Management, LLC 550.13%0.15%0.17%Q1 2022Q1 20235
BERRY GROUP, LLC 550.15%0.20%0.33%Q4 2019Q4 20205
Fortis Capital Advisors, LLC 440.00%0.14%0.17%Q4 2022Q3 20235
FOX RUN MANAGEMENT, L.L.C. 110.09%0.22%0.27%Q2 2017Q2 20235
Colonial Trust Co / SC 550.05%0.06%0.09%Q3 2022Q3 20235
Wilmington Funds Management Corp 550.17%0.20%0.27%Q2 2013Q2 20145
LUCAS CAPITAL MANAGEMENT 550.18%0.35%0.48%Q2 2017Q2 20185
BB&T INVESTMENT SERVICES, INC. 550.32%0.38%0.48%Q4 2016Q4 20175
PRING TURNER CAPITAL GROUP INC 410.05%0.26%0.36%Q4 2013Q3 20225
Malaga Cove Capital, LLC 550.20%0.23%0.26%Q3 2022Q3 20235
WULFF, HANSEN & CO. 550.90%0.93%0.98%Q4 2021Q4 20225
Spectrum Asset Management, Inc. (NB/CA) 550.86%0.90%0.98%Q4 2016Q4 20175
ADVISOR PARTNERS II, LLC 550.09%0.12%0.17%Q3 2022Q3 20235
Welch Investments, LLC 553.14%3.23%3.33%Q4 2016Q4 20175
Schechter Investment Advisors, LLC 550.02%0.03%0.04%Q4 2021Q4 20225
Edmond de Rothschild (Europe) 320.01%0.16%0.34%Q2 2015Q3 20165
Bordeaux Wealth Advisors LLC 550.15%0.25%0.32%Q4 2020Q4 20215
Ergoteles LLC 210.03%0.44%1.41%Q4 2020Q4 20225
Latitude Advisors, LLC 550.13%0.19%0.23%Q1 2021Q1 20225
Alecta Tjanstepension Omsesidigt 550.74%1.01%1.16%Q2 2018Q2 20195
SMITH ASSET MANAGEMENT GROUP LP 210.00%0.11%0.30%Q2 2013Q2 20215
LEVEL FOUR FINANCIAL, LLC 440.00%0.17%0.22%Q4 2020Q3 20215
Invictus RG 410.01%0.06%0.27%Q1 2016Q2 20175
WealthShield Partners, LLC 210.02%0.07%0.15%Q4 2017Q1 20235
Portfolio Solutions, LLC 550.00%0.01%0.03%Q1 2017Q1 20185
Banyan Partners, LLC 410.66%0.77%0.91%Q2 2013Q3 20145
Insight Advisors, LLC/ PA 410.06%0.08%0.12%Q4 2020Q1 20225
Cedar Brook Financial Partners, LLC 550.31%0.39%0.49%Q4 2018Q4 20195
CHURCHILL MANAGEMENT Corp 550.01%0.03%0.07%Q1 2017Q1 20185
Strategic Asset Management, LLC 550.04%0.04%0.05%Q3 2021Q3 20225
WILMINGTON TRUST CO 550.73%0.78%0.81%Q2 2013Q2 20145
Miramar Capital, LLC 320.09%1.31%2.58%Q4 2018Q2 20225
Unison Advisors LLC 550.24%0.29%0.42%Q3 2022Q3 20235
F/M Investments LLC 320.15%0.17%0.19%Q1 2021Q2 20225
Dakota Community Bank & Trust NA 550.43%0.53%0.64%Q3 2022Q3 20235
COMGEST GLOBAL INVESTORS S.A.S. 550.04%0.06%0.08%Q3 2015Q3 20165
Rempart Asset Management Inc. 553.18%4.11%5.05%Q4 2020Q4 20215
Hutchin Hill Capital, LP 410.04%0.15%0.49%Q1 2016Q3 20175
NORTHWEST WEALTH MANAGEMENT, LLC 550.07%0.08%0.08%Q1 2018Q1 20195
Ursa Fund Management, LLC 330.05%4.71%8.37%Q4 2021Q2 20225
WHITEBOX ADVISORS LLC 550.08%0.14%0.20%Q2 2013Q2 20145
Advisory Alpha, LLC 310.03%0.04%0.06%Q1 2019Q3 20205
CSM Advisors, LLC 550.33%0.54%1.00%Q1 2021Q1 20225
Blueprint Investment Partners LLC 550.25%0.28%0.32%Q3 2020Q3 20215
Wilson, Kemp & Associates, Inc. 551.05%1.19%1.34%Q2 2013Q2 20145
STONERIDGE INVESTMENT PARTNERS LLC 320.53%0.69%1.16%Q3 2020Q3 20235
Crew Capital Management, Ltd. 550.22%0.23%0.25%Q1 2021Q1 20225
Wellspring Financial Advisors, LLC 410.06%0.07%0.08%Q4 2020Q1 20225
Summit Financial, LLC 550.03%0.03%0.03%Q3 2021Q3 20225
MD Financial Management Inc. 550.00%0.06%0.09%Q4 2020Q4 20215
N.E.W. Advisory Services LLC 550.04%0.05%0.07%Q3 2022Q3 20235
Horan Capital Advisors, LLC. 210.04%0.06%0.09%Q3 2017Q3 20205
S. R. Schill & Associates 550.18%0.32%0.47%Q3 2020Q3 20215
BARRETT & COMPANY, INC. 550.04%0.04%0.05%Q3 2022Q3 20235
VAUGHAN & Co SECURITIES, INC. 320.09%0.31%0.49%Q4 2019Q3 20235
Artemis Investment Management LLP 310.03%0.35%0.95%Q3 2014Q3 20235
Hamlin Capital Management, LLC 551.99%3.47%4.16%Q1 2020Q1 20215
COURAGE CAPITAL MANAGEMENT LLC 550.14%0.18%0.21%Q1 2021Q1 20225
GoalVest Advisory LLC 320.03%0.15%0.19%Q4 2020Q2 20225
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 550.04%0.06%0.08%Q3 2022Q3 20235
Gibson Wealth Advisors LLC 550.12%0.18%0.28%Q4 2021Q4 20225
Luken Investment Analytics, LLC 410.39%0.55%0.94%Q4 2020Q3 20235
AEGON ASSET MANAGEMENT UK PLC 320.05%0.32%0.56%Q1 2015Q4 20165
COERENTE CAPITAL MANAGEMENT 550.04%0.05%0.07%Q1 2021Q1 20225
Cresta Advisors, Ltd. 550.21%0.24%0.31%Q3 2022Q3 20235
MPS Loria Financial Planners, LLC 410.07%0.07%0.08%Q2 2017Q1 20215
Princeton Alpha Management LP 210.04%0.12%0.31%Q3 2014Q3 20165
Wilmington Trust, National Association 550.25%0.28%0.31%Q2 2013Q2 20145
L2 Asset Management, LLC 410.12%0.47%0.59%Q1 2020Q1 20225
Game Creek Capital, LP 550.14%1.28%2.77%Q3 2020Q3 20215
Quantitative Systematic Strategies LLC 310.05%0.24%0.39%Q4 2015Q4 20195
Artisan Partners Limited Partnership 550.43%0.63%0.75%Q2 2013Q2 20145
ARS Investment Partners, LLC 310.00%0.05%0.10%Q2 2013Q3 20225
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 550.01%0.03%0.06%Q4 2013Q4 20145
Lebenthal Asset Management, LLC 550.74%0.92%1.60%Q1 2016Q1 20175
CLINTON GROUP INC 110.10%0.31%0.60%Q4 2013Q4 20175
Prosperity Consulting Group, LLC 550.25%0.30%0.34%Q4 2021Q4 20225
Southeast Asset Advisors Inc. 550.06%0.07%0.08%Q2 2016Q2 20175
US Asset Management LLC 210.02%0.03%0.04%Q3 2021Q1 20235
Financial Avengers, Inc. 550.01%0.01%0.02%Q4 2020Q4 20215
ANCORA FAMILY WEALTH ADVISORS, LLC 551.10%1.19%1.26%Q3 2015Q3 20165
First Washington CORP 550.23%0.32%0.47%Q2 2013Q2 20145
CARL STUART INVESTMENT ADVISOR, INC 550.18%0.20%0.22%Q4 2021Q4 20225
VALLEY NATIONAL BANCORP 550.13%0.16%0.19%Q4 2013Q4 20145
Cordatus Wealth Management LLC 550.37%0.55%1.15%Q4 2018Q4 20195
LexAurum Advisors, LLC 550.07%0.09%0.10%Q1 2021Q1 20225
Westchester Capital Management, Inc. 210.00%1.52%3.84%Q2 2013Q1 20205
TrinityPoint Wealth, LLC 320.06%0.11%0.18%Q4 2018Q1 20235
NICOLA WEALTH MANAGEMENT LTD. 550.04%0.06%0.10%Q1 2021Q1 20225
Crescent Capital Consulting, LLC 550.22%0.28%0.34%Q4 2020Q4 20215
ALPHASIMPLEX GROUP, LLC 550.20%0.95%1.70%Q2 2021Q2 20225
Sentry Investments Corp. 550.10%0.14%0.16%Q2 2013Q2 20145
Pearl River Capital, LLC 210.17%0.41%0.63%Q1 2019Q3 20235
Dundas Partners LLP 551.34%1.45%1.59%Q1 2018Q1 20195
McNamara Financial Services, Inc. 550.29%0.30%0.30%Q4 2014Q4 20155
Harrison & Co Wealth Management, LLC 550.56%0.61%0.70%Q4 2021Q4 20225
Virginia National Bank 550.13%0.18%0.24%Q3 2018Q3 20195
Holloway Wealth Management, LLC 320.01%0.01%0.02%Q1 2018Q2 20195
JET CAPITAL INVESTORS L P 311.40%2.53%3.29%Q2 2020Q2 20225
GANTZERT INVESTMENT CO LLC /ADV 550.06%2.01%2.81%Q4 2018Q4 20195
GABLES CAPITAL MANAGEMENT INC. 410.01%0.01%0.02%Q2 2018Q1 20205
Legal Advantage Investments, Inc. 550.22%0.24%0.27%Q4 2020Q4 20215
LAKE STREET PRIVATE WEALTH, LLC 550.04%0.06%0.07%Q4 2020Q4 20215
Kaizen Advisory, LLC 550.08%0.14%0.21%Q4 2017Q4 20185
Sensato Investors LLC 210.04%0.91%2.08%Q1 2016Q4 20185
WESPAC Advisors SoCal, LLC 320.01%1.40%2.41%Q2 2016Q3 20215
ATALANTA SOSNOFF CAPITAL, LLC 310.01%0.14%0.24%Q2 2019Q3 20225
LILLEY & CO 550.10%0.11%0.12%Q2 2013Q2 20145
Arkos Global Advisors 550.06%0.08%0.08%Q1 2021Q1 20225
Insight Inv LLC 550.72%0.99%1.11%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.05%0.14%0.23%Q1 2015Q1 20165
IronBridge Private Wealth, LLC 550.01%0.02%0.02%Q4 2020Q4 20215
Syntal Capital Partners, LLC 410.03%0.05%0.10%Q4 2014Q3 20205
CHILDRESS CAPITAL ADVISORS, LLC 550.13%0.16%0.21%Q4 2020Q4 20215
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 550.20%0.37%0.49%Q4 2020Q4 20215
FIRST HORIZON CORP 410.75%0.92%1.30%Q2 2013Q2 20215
Beacon Pointe Wealth Advisors, LLC 550.08%0.12%0.22%Q4 2018Q4 20195
Ackerman Capital Advisors, LLC 210.00%0.07%0.11%Q2 2017Q1 20195
C-J Advisory, Inc. 550.01%0.01%0.01%Q2 2018Q2 20195
Robbins Farley 210.01%1.06%2.57%Q4 2020Q3 20225
Csenge Advisory Group 410.01%0.02%0.03%Q3 2018Q4 20225
Weiss Asset Management LP 550.01%0.13%0.60%Q1 2019Q1 20205
CANTOR FITZGERALD, L. P. 550.01%0.01%0.01%Q2 2022Q2 20235
Simplicity Wealth,LLC 410.20%0.26%0.42%Q1 2022Q3 20235
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 410.31%0.47%0.66%Q1 2019Q2 20215
TRADITION ASSET MANAGEMENT LLC 551.20%1.26%1.31%Q2 2019Q2 20205
MOORE CAPITAL MANAGEMENT, LP 210.01%0.08%0.29%Q2 2015Q3 20225
Western Pacific Wealth Management, LP 550.02%0.03%0.04%Q3 2022Q3 20235
YACKTMAN ASSET MANAGEMENT LP 410.00%0.00%0.00%Q2 2017Q3 20185
DOCK STREET ASSET MANAGEMENT INC 550.58%0.61%0.66%Q2 2013Q2 20145
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
AIA Investment Management Private Ltd 550.03%0.04%0.05%Q3 2019Q3 20205
ASPIRIANT HOLDINGS S3, LLC 320.09%0.17%0.29%Q3 2013Q4 20155
Allegis Investment Advisors, LLC 550.22%0.28%0.37%Q4 2015Q4 20165
Private Portfolio Partners LLC 550.06%0.09%0.12%Q2 2021Q2 20225
BRANDES INVESTMENT PARTNERS, LP 550.10%0.19%0.22%Q1 2021Q1 20225
Financial Connections Group, Inc. 210.01%0.05%0.14%Q4 2021Q3 20235
QP WEALTH MANAGEMENT, LLC 550.23%0.24%0.25%Q4 2020Q4 20215
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.02%0.19%0.46%Q1 2018Q2 20235
BARING ASSET MANAGEMENT Ltd 410.02%0.10%0.15%Q2 2016Q3 20175
Park Avenue Institutional Advisers LLC 550.52%0.54%0.57%Q2 2015Q2 20165
ABSHER WEALTH MANAGEMENT, LLC 552.65%2.85%3.06%Q4 2019Q4 20205
Alta Advisers Ltd 550.08%0.09%0.10%Q3 2022Q3 20235
KWMG, LLC 410.01%0.05%0.21%Q4 2014Q1 20195
Johanson Financial Advisors, Inc. 410.01%0.17%0.25%Q4 2019Q4 20215
S.C. Financial Services, Inc. 550.87%0.98%1.09%Q4 2021Q4 20225
King Wealth Management Group 550.07%0.08%0.09%Q1 2017Q1 20185
OAK HILL WEALTH ADVISORS, LLC 440.16%0.24%0.34%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.02%0.02%0.02%Q2 2020Q2 20214
Columbus Macro, LLC 210.10%0.20%0.37%Q4 2017Q3 20224
STANSBERRY ASSET MANAGEMENT, LLC 440.13%0.58%1.93%Q3 2021Q2 20224
Bridgefront Capital, LLC 210.28%0.40%0.53%Q3 2021Q3 20234
One Wealth Advisors, LLC 310.00%0.04%0.07%Q1 2019Q3 20234
Claraphi Advisory Network, LLC 310.02%0.13%0.19%Q4 2017Q1 20204
WealthBridge Capital Management, LLC 220.02%0.06%0.09%Q4 2018Q3 20224
KILEY JUERGENS WEALTH MANAGEMENT, LLC 440.71%0.81%0.91%Q4 2017Q3 20184
Prism Advisors, Inc. 210.12%0.13%0.15%Q4 2017Q1 20194
Nalls Sherbakoff Group, LLC 310.01%0.02%0.03%Q4 2018Q3 20234
CARL DOMINO INC 440.11%0.13%0.14%Q2 2014Q1 20154
Frisch Financial Group, Inc. 310.11%0.16%0.18%Q4 2018Q4 20194
BT Wealth Management LLC 440.10%0.13%0.16%Q1 2020Q4 20204
OSTRUM ASSET MANAGEMENT 310.08%0.11%0.19%Q4 2018Q3 20234
Salient Private Client, LLC 441.10%1.36%1.57%Q4 2017Q3 20184
WealthStone, Inc. 310.00%0.11%0.16%Q2 2019Q1 20214
New England Investment & Retirement Group, Inc. 210.02%0.10%0.22%Q2 2013Q3 20214
Vestpro Financial Partners, Inc. dba CPF Texas 440.18%0.24%0.29%Q4 2017Q3 20184
QUATTRO FINANCIAL ADVISORS LLC 210.03%0.07%0.16%Q1 2018Q2 20194
Zebra Capital Management LLC 440.13%0.42%0.74%Q3 2018Q2 20194
Ahrens Investment Partners LLC 310.04%0.05%0.07%Q4 2021Q1 20234
LeJeune Puetz Investment Counsel LLC 210.07%0.08%0.10%Q1 2017Q1 20234
Flaharty Asset Management, LLC 310.00%0.14%0.27%Q4 2017Q3 20234
Marietta Wealth Management, LLC 440.17%0.19%0.23%Q4 2016Q3 20174
Olympiad Research LP 440.08%0.12%0.16%Q4 2021Q3 20224
Cinctive Capital Management LP 310.42%0.56%0.68%Q1 2020Q1 20214
F&C Asset Management plc 440.26%0.56%0.67%Q2 2013Q1 20144
Xcel Wealth Management, LLC 440.16%0.19%0.23%Q1 2021Q4 20214
Meeder Advisory Services, Inc. 440.08%0.11%0.16%Q4 2022Q3 20234
Jentner Corp 440.16%0.19%0.23%Q1 2019Q4 20194
Ranch Capital Advisors Inc. 310.01%0.01%0.01%Q4 2019Q3 20214
Per Stirling Capital Management, LLC. 440.07%0.09%0.11%Q4 2022Q3 20234
Silicon Hills Wealth Management, LLC 440.31%0.35%0.41%Q4 2019Q3 20204
Sound Financial Strategies Group, LLC 440.27%0.29%0.31%Q1 2021Q4 20214
Catamount Wealth Management 440.01%0.01%0.01%Q2 2018Q1 20194
Santa Fe Partners LLC 210.08%0.12%0.16%Q3 2013Q3 20154
RE Dickinson Investment Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
MAGNOLIA CAPITAL MANAGEMENT LTD 440.01%0.01%0.01%Q4 2021Q3 20224
Canal Capital Management, LLC 440.79%0.87%0.93%Q1 2017Q4 20174
Oliver Luxxe Assets LLC 440.31%0.60%0.75%Q1 2021Q4 20214
Pantheon Investment Group, LLC 440.37%0.81%1.17%Q1 2021Q4 20214
GlobalBridge, Inc. 440.12%0.19%0.36%Q2 2013Q1 20144
Cottage Street Advisors LLC 440.27%0.73%1.63%Q2 2022Q1 20234
Summit Wealth Group, LLC 310.01%0.10%0.37%Q1 2021Q1 20234
Mizuho Markets Cayman LP 310.04%0.05%0.08%Q4 2020Q2 20224
Oak Grove Capital LLC 440.05%0.18%0.24%Q4 2017Q3 20184
Tetrem Capital Management Ltd. 310.01%0.01%0.01%Q3 2013Q3 20144
FSA Wealth Management LLC 310.07%0.10%0.12%Q4 2019Q4 20204
FFT WEALTH MANAGEMENT LLC 440.03%0.04%0.05%Q3 2022Q2 20234
American Institute for Advanced Investment Management, LLP 440.16%0.17%0.18%Q1 2021Q4 20214
Capstone Financial Group, Inc. 440.02%0.02%0.03%Q4 2019Q3 20204
Davidson Capital Management Inc. 440.56%0.60%0.64%Q1 2021Q4 20214
Cleary Gull Holdings Inc. 440.02%0.03%0.04%Q2 2015Q1 20164
Hamilton Capital, LLC 310.02%0.16%0.24%Q4 2018Q3 20234
Wela Strategies, Inc. 440.13%0.14%0.16%Q3 2020Q2 20214
BRASADA CAPITAL MANAGEMENT, LP 310.02%0.02%0.03%Q4 2017Q4 20184
1 NORTH WEALTH SERVICES LLC 220.01%0.02%0.06%Q4 2018Q4 20194
Lavaca Capital LLC 440.01%1.18%2.51%Q4 2018Q3 20194
Advisor Resource Council 310.03%0.05%0.06%Q2 2021Q2 20224
INCEPTIONR LLC 440.12%0.39%0.56%Q4 2022Q3 20234
Live Oak Investment Partners 440.28%0.30%0.32%Q4 2022Q3 20234
Cypress Point Wealth Management, LLC 440.01%0.03%0.04%Q4 2020Q3 20214
B. Metzler seel. Sohn & Co. Holding AG 440.34%0.42%0.47%Q4 2020Q3 20214
Donald L. Hagan, LLC 210.06%0.34%0.62%Q3 2015Q2 20224
Cordant, Inc. 310.01%0.05%0.10%Q1 2021Q1 20224
KDI CAPITAL PARTNERS LLC 440.51%1.66%2.29%Q1 2018Q4 20184
C Partners Holding GmbH 440.04%0.08%0.11%Q4 2017Q3 20184
McLean Asset Management Corp 440.09%0.15%0.20%Q4 2020Q3 20214
Wealth Advisory Solutions, LLC 210.15%0.26%0.52%Q1 2021Q2 20224
Brown Miller Wealth Management, LLC 440.14%0.16%0.17%Q4 2020Q3 20214
USA FINANCIAL FORMULAS 210.01%1.45%4.43%Q1 2015Q3 20214
Man Investments Ltd 440.04%0.07%0.09%Q3 2013Q2 20144
Hudson Bay Capital Management LP 210.01%0.10%0.31%Q4 2018Q3 20234
Phoenix Wealth Advisors 440.08%0.08%0.09%Q4 2020Q3 20214
Mach-1 Financial Group, LLC 210.01%0.02%0.04%Q4 2020Q1 20234
TradeLink Global Equity LLC 220.24%0.44%0.78%Q2 2013Q4 20144
Sterling Financial Planning, Inc. 440.06%0.07%0.08%Q4 2020Q3 20214
Belvedere Trading LLC 110.00%0.01%0.02%Q4 2014Q4 20224
Lebenthal Global Advisors, LLC 220.02%0.12%0.20%Q4 2020Q4 20214
PGIM Custom Harvest LLC 440.00%0.00%0.01%Q4 2020Q3 20214
Industrial Alliance Investment Management Inc. 310.01%0.02%0.07%Q3 2022Q3 20234
PALLADIEM, LLC 440.08%0.09%0.13%Q4 2014Q3 20154
J.P. Turner & Co Capital Mnagement, LLC 440.02%0.40%0.57%Q4 2014Q3 20154
Graticule Asia Macro Advisors LLC 310.02%0.24%0.86%Q1 2018Q1 20194
Better Money Decisions, LLC 310.03%0.04%0.05%Q1 2021Q2 20224
Innovative Portfolios 440.76%0.80%0.82%Q1 2021Q4 20214
Goodman Advisory Group, LLC 440.00%0.79%1.38%Q2 2022Q1 20234
Prentice Wealth Management LLC 310.05%0.06%0.08%Q1 2021Q2 20224
BANTA ASSET MANAGEMENT LP 210.41%0.49%0.57%Q2 2013Q4 20144
NumerixS Investment Technologies Inc 110.04%0.18%0.32%Q3 2016Q3 20194
Y.D. More Investments Ltd 440.02%0.02%0.03%Q4 2022Q3 20234
CenterBook Partners LP 210.09%0.16%0.23%Q4 2021Q3 20234
Householder Group Estate & Retirement Specialist, LLC 310.02%0.05%0.12%Q3 2022Q3 20234
CHARTWELL INVESTMENT PARTNERS/PA 440.09%0.09%0.09%Q2 2013Q1 20144
NorthCrest Asset Manangement, LLC 220.01%0.02%0.06%Q4 2021Q2 20234
Alliance Wealth Advisors, LLC /UT 440.08%0.10%0.14%Q4 2022Q3 20234
Carmel Capital Partners, LLC 220.13%0.16%0.18%Q4 2021Q1 20234
St. James Investment Advisors, LLC 440.04%0.05%0.05%Q4 2021Q3 20224
SCHOLTZ & COMPANY, LLC 310.13%0.34%0.42%Q3 2017Q3 20184
Stiles Financial Services Inc 440.30%0.85%1.17%Q4 2021Q3 20224
SAXON INTERESTS, INC. 440.20%0.22%0.24%Q1 2022Q4 20224
CAPITAL ONE FINANCIAL CORP 440.03%0.04%0.04%Q1 2020Q4 20204
WEALTH EFFECTS LLC 310.11%0.12%0.13%Q4 2021Q4 20224
TCWP LLC 440.04%0.05%0.06%Q4 2021Q3 20224
Sonora Investment Management Group, LLC 440.50%0.65%0.79%Q4 2021Q3 20224
MARSHALL WACE ASIA Ltd 210.00%0.08%0.14%Q1 2019Q3 20204
PayPay Securities Corp 440.17%0.30%0.61%Q4 2022Q3 20234
Ameliora Wealth Management Ltd. 440.09%0.22%0.51%Q2 2022Q1 20234
Chemistry Wealth Management LLC 440.08%0.13%0.16%Q1 2022Q4 20224
SADOFF INVESTMENT MANAGEMENT LLC 210.02%0.02%0.04%Q1 2017Q1 20194
Blackston Financial Advisory Group, LLC 440.24%0.26%0.29%Q3 2022Q2 20234
First Farmers & Merchants Bank / Trust 440.75%0.97%1.26%Q4 2021Q3 20224
Lyons Wealth Management, LLC. 330.01%0.88%1.28%Q1 2015Q3 20154
EAGLE ROCK INVESTMENT COMPANY, LLC 440.06%0.22%0.36%Q4 2022Q3 20234
Family Management Corp 440.07%0.08%0.09%Q2 2021Q1 20224
AJO, LP 210.00%0.05%0.19%Q2 2015Q2 20204
SIENA CAPITAL LLC 440.89%0.95%1.08%Q4 2021Q3 20224
KARLINSKI ANDREW C 440.03%0.05%0.07%Q4 2021Q3 20224
Finer Wealth Management, Inc. 310.16%0.19%0.23%Q2 2022Q2 20234
ANGELES WEALTH MANAGEMENT, LLC 440.04%0.04%0.05%Q1 2022Q4 20224
ARMSTRONG ADVISORY GROUP, INC 440.01%0.02%0.02%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.06%0.07%0.09%Q4 2022Q3 20234
Horizons Wealth Management 310.01%0.01%0.01%Q2 2022Q2 20234
Corient Private Wealth LLC 440.06%0.08%0.10%Q4 2022Q3 20234
Lodestone Wealth Management LLC 440.16%0.20%0.26%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
AJ Advisors, LLC 440.19%0.21%0.26%Q4 2022Q3 20234
CEDAR HILL ASSOCIATES, LLC 440.06%0.07%0.08%Q3 2017Q2 20184
Hoxton Planning & Management, LLC 440.14%0.16%0.20%Q4 2022Q3 20234
RFP Financial Group LLC 440.03%0.08%0.11%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.36%0.45%0.53%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Beaumont Financial Advisors, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
RIA Advisory Group LLC 440.51%0.76%1.05%Q4 2022Q3 20234
New Hampshire Trust 440.20%0.22%0.26%Q4 2022Q3 20234
SP Asset Management LLC 440.06%0.09%0.16%Q4 2022Q3 20234
Register Financial Advisors LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.24%0.28%0.37%Q4 2022Q3 20234
HF Advisory Group, LLC 440.15%0.21%0.25%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.02%0.03%0.03%Q4 2022Q3 20234
Windle Wealth, LLC 443.45%3.62%3.74%Q4 2022Q3 20234
Cassaday & Co Wealth Management LLC 440.02%0.02%0.03%Q4 2022Q3 20234
CPA Asset Management LLC 440.25%0.29%0.35%Q4 2022Q3 20234
Auto-Owners Insurance Co 441.11%1.27%1.55%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.08%0.14%0.28%Q4 2022Q3 20234
Kaydan Wealth Management, Inc. 440.18%0.21%0.22%Q4 2021Q3 20224
Great Waters Wealth Management 440.54%0.68%0.83%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.00%0.01%0.01%Q4 2022Q3 20234
LWMG, LLC 441.24%1.77%2.56%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Quarry LP 440.01%0.02%0.06%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.04%0.05%0.08%Q4 2022Q3 20234
Applied Capital LLC/FL 440.84%0.86%0.90%Q4 2022Q3 20234
VIAWEALTH, LLC 440.38%0.51%0.70%Q4 2022Q3 20234
Financial Freedom, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Tanglewood Legacy Advisors, LLC 440.03%0.04%0.06%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.18%0.24%0.35%Q4 2022Q3 20234
Delta Financial Group, Inc. 440.41%0.70%1.50%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Massachusetts Wealth Management 440.52%0.59%0.64%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LBP AM SA 440.10%0.18%0.24%Q4 2022Q3 20234
Tilt Investment Management Holdings, PBC 440.19%0.22%0.26%Q4 2022Q3 20234
PETRA FINANCIAL ADVISORS INC 440.21%0.28%0.36%Q4 2022Q3 20234
Buck Wealth Strategies, LLC 310.00%0.08%0.21%Q3 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.14%0.15%0.17%Q2 2022Q3 20234
KENNEDY INVESTMENT GROUP 440.26%0.34%0.53%Q4 2022Q3 20234
First County Bank /CT/ 440.12%0.17%0.20%Q4 2022Q3 20234
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.28%0.31%0.37%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.04%0.05%0.08%Q4 2022Q3 20234
Slocum, Gordon & Co LLP 441.08%1.22%1.32%Q4 2022Q3 20234
OXFORD ASSET MANAGEMENT LLP 210.02%0.06%0.12%Q2 2017Q3 20194
Etesian Wealth Advisors, Inc. 440.49%0.52%0.59%Q4 2022Q3 20234
SHEPHERD KAPLAN KROCHUK, LLC 210.11%0.13%0.15%Q4 2017Q1 20194
Mount Lucas Management LP 440.47%0.49%0.52%Q3 2016Q2 20174
Indices-Pac Research Corp. 440.33%0.50%0.67%Q2 2013Q1 20144
Covenant Multifamily Offices, LLC 210.01%0.22%0.32%Q1 2019Q3 20214
SAC Capital Advisors LP 440.00%0.02%0.04%Q2 2013Q1 20144
GTS SECURITIES LLC 220.01%0.05%0.11%Q2 2023Q3 20234
HWG Holdings LP 440.01%0.01%0.02%Q2 2017Q1 20184
Winton Capital Management Ltd 440.43%0.46%0.50%Q2 2013Q1 20144
Parkwood LLC 210.04%0.08%0.12%Q4 2013Q4 20164
MIDAS MANAGEMENT CORP 440.13%0.89%1.68%Q2 2013Q1 20144
CALDWELL SUTTER CAPITAL, INC. 440.02%0.16%0.25%Q4 2022Q3 20234
LEO BROKERAGE, LLC 220.04%0.08%0.13%Q1 2022Q2 20234
Elkhorn Investments, LLC 441.09%1.24%1.34%Q1 2017Q4 20174
GRASSI INVESTMENT MANAGEMENT LLC 441.28%1.43%1.54%Q2 2013Q1 20144
UBS OCONNOR LLC 110.00%0.12%0.31%Q2 2013Q4 20154
JUMP TRADING, LLC 310.01%0.25%0.71%Q2 2019Q2 20204
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.01%0.01%0.02%Q4 2017Q3 20184
First Bancorp, Inc /ME/ 310.20%0.23%0.28%Q1 2021Q1 20224
TOWER TRUST Co 440.69%0.72%0.77%Q2 2013Q1 20144
Eastover Investment Advisors LLC 440.18%0.19%0.20%Q1 2020Q4 20204
Lubar & Co., Inc 440.18%0.35%0.46%Q2 2013Q1 20144
RAYNER & HAYNOR 440.31%0.34%0.37%Q4 2013Q3 20144
440 INVESTMENT GROUP, LLC 441.08%3.52%5.59%Q1 2017Q4 20174
FLIPPIN BRUCE & PORTER INC 440.53%0.56%0.58%Q2 2013Q1 20144
Sanibel Captiva Investment Advisers, Inc. 440.35%0.52%0.84%Q1 2013Q4 20134
DRW Securities, LLC 110.01%0.16%0.42%Q4 2013Q2 20224
Cerebellum GP, LLC 310.24%0.27%0.30%Q2 2019Q3 20204
LVZ, Inc. 440.08%0.08%0.09%Q2 2016Q1 20174
Foundry Partners, LLC 310.02%0.69%0.99%Q1 2014Q3 20214
Lipe & Dalton 440.01%0.01%0.02%Q2 2019Q1 20204
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 440.15%0.15%0.16%Q2 2013Q1 20144
A. D. Beadell Investment Counsel, Inc. 440.90%1.03%1.12%Q1 2021Q4 20214
ELEMENT CAPITAL MANAGEMENT LLC 310.02%0.30%0.48%Q2 2015Q3 20184
SIMMONS FIRST TRUST CO NA 310.14%0.52%0.81%Q2 2013Q4 20154
CHAPIN DAVIS, INC. 440.14%0.21%0.35%Q4 2022Q3 20234
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 440.15%0.16%0.16%Q2 2017Q1 20184
Spectrum Financial Alliance Ltd LLC 440.03%0.03%0.03%Q1 2018Q4 20184
Braver Wealth Management, LLC 440.09%0.12%0.14%Q1 2016Q4 20164
DFPG INVESTMENTS, LLC 440.04%0.06%0.09%Q4 2022Q3 20234
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.12%0.23%Q2 2013Q2 20214
Airain ltd 210.12%0.40%0.58%Q1 2014Q1 20164
Knowledge Leaders Capital, LLC 211.07%2.73%4.57%Q4 2018Q3 20234
PROFESSIONAL ADVISORY SERVICES INC 442.08%2.69%3.25%Q2 2013Q1 20144
Kiwi Wealth Investments Limited Partnership 210.07%1.38%3.25%Q3 2013Q1 20194
Leucadia National 220.01%0.03%0.06%Q2 2023Q3 20234
WELD CAPITAL MANAGEMENT LLC 220.11%0.30%0.47%Q3 2019Q3 20204
CLOUGH CAPITAL PARTNERS L P 440.15%0.16%0.18%Q4 2022Q3 20234
Unigestion Holding SA 310.04%0.08%0.10%Q2 2018Q1 20204
Impax Asset Management Group plc 440.50%0.54%0.59%Q3 2018Q2 20194
Leonard Rickey Investment Advisors P.L.L.C. 440.16%0.17%0.19%Q4 2017Q3 20184
Integris Wealth Management, LLC 440.10%0.12%0.15%Q4 2022Q3 20234
MANA Advisors LLC 210.44%0.83%1.25%Q1 2018Q3 20204
MQS Management LLC 110.32%0.53%0.90%Q4 2021Q2 20234
UNIO CAPITAL LLC 440.18%0.31%0.40%Q4 2017Q3 20184
WestHill Financial Advisors, Inc. 220.08%0.08%0.09%Q4 2020Q4 20214
Dragon Financial & Investment Group, LLC 440.28%0.34%0.39%Q4 2017Q3 20184
Profit Investment Management, LLC 441.26%1.60%1.90%Q2 2013Q1 20144
PARNASSUS INVESTMENTS, LLC 442.81%2.88%2.92%Q2 2018Q1 20194
Townsend & Associates, Inc 441.60%1.88%2.11%Q4 2017Q3 20184
Holistic Financial Partners 210.10%0.17%0.20%Q4 2017Q1 20194
NICHOLAS COMPANY, INC. 440.00%0.00%0.00%Q2 2013Q1 20144
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Burns Matteson Capital Management, LLC 210.28%0.32%0.34%Q1 2021Q2 20233
Fifth Third Wealth Advisors LLC 330.13%0.17%0.24%Q2 2023Q4 20233
IAM Advisory, LLC 210.09%0.10%0.10%Q4 2020Q3 20213
DAVIS SELECTED ADVISERS 330.01%0.02%0.03%Q2 2013Q4 20133
Delphia (USA) Inc. 330.18%0.19%0.22%Q4 2021Q2 20223
NinePointTwo Capital LLC 330.08%0.09%0.10%Q4 2022Q2 20233
Straight Path Wealth Management 330.25%0.29%0.34%Q1 2023Q3 20233
Wedmont Private Capital 210.05%0.06%0.08%Q4 2021Q4 20223
ClariVest Asset Management LLC 210.01%0.24%0.43%Q4 2013Q1 20183
Snider Financial Group 330.10%0.11%0.13%Q2 2021Q4 20213
White Knight Strategic Wealth Advisors, LLC 330.32%0.40%0.46%Q1 2023Q3 20233
EUDAIMONIA ADVISORS LLC 330.15%0.16%0.18%Q2 2022Q4 20223
Scott Capital Advisors, LLC 330.12%0.13%0.14%Q4 2021Q2 20223
Qsemble Capital Management, LP 210.28%0.87%1.19%Q4 2022Q3 20233
CHECK CAPITAL MANAGEMENT INC/CA 210.02%0.72%1.16%Q3 2012Q1 20163
Solidarity Wealth, LLC 330.29%0.32%0.35%Q1 2022Q3 20223
Stevens First Principles Investment Advisors 110.03%0.10%0.20%Q2 2014Q4 20153
Onyx Bridge Wealth Group LLC 330.08%0.09%0.10%Q2 2021Q4 20213
Madison Scottsdale, LC 330.13%0.52%0.75%Q2 2013Q4 20133
TradeLink Capital LLC 210.42%2.94%6.17%Q1 2015Q2 20233
Blue Chip Wealth Management, Inc. 330.20%0.47%0.93%Q1 2018Q3 20183
Keene & Associates, Inc. 332.52%2.55%2.59%Q4 2021Q2 20223
Soros Fund Management 330.01%0.01%0.01%Q2 2017Q4 20173
Pinnacle Private Wealth, LLC 330.15%0.16%0.18%Q4 2021Q2 20223
RESOLUTE FINANCIAL, LLC 330.19%0.21%0.23%Q4 2021Q2 20223
Northstar Advisory Group, LLC 330.17%0.23%0.27%Q1 2023Q3 20233
Visionary Asset Management, Inc. 210.00%0.02%0.07%Q2 2014Q2 20173
SOUTHERN CAPITAL ADVISORS, LLC 210.16%0.16%0.16%Q4 2021Q4 20223
JOURNEY STRATEGIC WEALTH LLC 210.02%0.03%0.04%Q4 2021Q4 20223
H. L. Ormond & Company, LLC 330.60%0.67%0.72%Q4 2021Q2 20223
Rinet Co LLC 330.05%0.05%0.06%Q1 2021Q3 20213
Barton Investment Management 210.03%0.16%0.35%Q3 2013Q1 20163
Spouting Rock Asset Management, LLC 330.31%0.40%0.51%Q3 2020Q1 20213
Red Tortoise LLC 210.00%0.00%0.00%Q3 2021Q1 20233
James Reed Financial Services, Inc. 330.49%0.51%0.54%Q1 2022Q3 20223
BIVIN & ASSOCIATES, INC. 330.90%0.93%0.96%Q4 2021Q2 20223
Sentinus, LLC 210.17%0.23%0.28%Q3 2022Q2 20233
Souders Financial Advisors 330.25%0.25%0.25%Q1 2021Q3 20213
Mendel Capital Management LLC 331.03%1.06%1.10%Q4 2021Q2 20223
Fulcrum Equity Management 210.00%0.07%0.10%Q4 2018Q3 20193
Raleigh Capital Management Inc. 110.00%0.13%0.38%Q4 2021Q1 20233
Truadvice, LLC 210.05%0.07%0.09%Q2 2021Q2 20233
Hightower 6M Holding, LLC 330.21%0.33%0.41%Q1 2022Q3 20223
Global Wealth Strategies & Associates 210.00%0.00%0.01%Q1 2023Q4 20233
Harrington Investments, INC 330.04%0.05%0.05%Q1 2018Q3 20183
Stolper Co 330.57%0.59%0.61%Q1 2023Q3 20233
Glassy Mountain Advisors, Inc. 210.06%1.12%1.75%Q4 2021Q4 20223
High Note Wealth, LLC 330.09%0.11%0.12%Q2 2022Q4 20223
Comprehensive Financial Consultants Institutional, Inc. 210.13%0.14%0.16%Q4 2021Q4 20223
AXQ CAPITAL, LP 330.21%0.46%0.95%Q4 2022Q2 20233
Alight Capital Management LP 111.71%2.60%3.48%Q2 2019Q4 20193
Pensionmark Financial Group, LLC 330.08%0.09%0.09%Q1 2023Q3 20233
Engrave Wealth Partners LLC 330.03%0.03%0.04%Q4 2019Q2 20203
WILLNER & HELLER, LLC 330.36%0.47%0.53%Q4 2021Q2 20223
NBW CAPITAL LLC 210.06%0.06%0.06%Q3 2022Q3 20233
Core Wealth Advisors, Inc. 330.05%0.05%0.06%Q3 2022Q1 20233
WealthPlan Investment Management, LLC 210.02%0.02%0.02%Q1 2022Q4 20223
Gallagher Fiduciary Advisors, LLC 330.18%0.20%0.22%Q1 2023Q3 20233
CYNOSURE ADVISORS, LLC 330.20%0.21%0.21%Q4 2017Q2 20183
V-Square Quantitative Management LLC 330.22%0.27%0.33%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.01%0.02%0.02%Q1 2023Q3 20233
DRIVE WEALTH MANAGEMENT, LLC 330.11%0.16%0.22%Q4 2022Q2 20233
Financial Gravity Companies, Inc. 210.06%0.06%0.07%Q4 2017Q4 20183
Invenomic Capital Management LP 210.37%0.47%0.53%Q1 2022Q3 20233
AI Financial Services LLC 331.14%1.35%1.57%Q4 2017Q2 20183
ETFIDEA, LLC 330.10%0.10%0.11%Q4 2021Q2 20223
BEACON INVESTMENT ADVISORS LLC 330.34%0.47%0.65%Q4 2022Q2 20233
Trek Financial, LLC 330.05%0.06%0.07%Q3 2021Q1 20223
Crescent Sterling, Ltd. 330.19%1.16%1.81%Q4 2022Q2 20233
LITTLE HOUSE CAPITAL LLC 210.12%0.64%0.92%Q4 2018Q2 20203
Nordwand Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
TAP Consulting, LLC 210.02%0.38%0.74%Q4 2019Q4 20213
Quilter Investors LTD 334.06%4.49%5.34%Q4 2018Q2 20193
Glass Jacobson Investment Advisors llc 210.04%0.05%0.07%Q4 2022Q3 20233
American Financial Advisors, LLC 210.03%0.05%0.06%Q4 2018Q2 20213
Ocean Capital Management, LLC 330.83%1.05%1.20%Q4 2018Q2 20193
MRP Capital Investments, LLC 330.03%0.07%0.10%Q4 2022Q2 20233
Willow Street Advisors LLC 331.36%1.43%1.51%Q2 2013Q4 20133
SHERBROOKE PARK ADVISERS LLC 210.30%0.52%0.89%Q4 2022Q3 20233
Beverly Hills Private Wealth, LLC 330.13%0.20%0.25%Q1 2023Q3 20233
Gateway Wealth Partners, LLC 330.04%0.04%0.05%Q4 2022Q2 20233
Tillman Hartley LLC 330.08%0.09%0.10%Q4 2022Q2 20233
HC Financial Advisors, Inc. 211.22%1.45%1.77%Q4 2017Q3 20183
Kabarec Financial Advisors, Ltd. 330.41%0.43%0.46%Q4 2017Q2 20183
Empire Financial Management Company, LLC 330.32%0.32%0.32%Q1 2023Q3 20233
Imprint Wealth LLC 330.30%0.34%0.41%Q1 2023Q3 20233
PFG Investments, LLC 330.10%0.16%0.27%Q1 2023Q3 20233
Wambolt & Associates, LLC 330.18%0.23%0.27%Q4 2018Q2 20193
Pinnacle West Asset Management, Inc. 330.47%0.50%0.55%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.16%0.17%0.19%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.15%0.32%0.41%Q1 2023Q3 20233
Trivant Custom Portfolio Group, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Abacus Wealth Partners, LLC 210.07%0.10%0.15%Q1 2021Q1 20233
Empower Advisory Group, LLC 330.01%0.02%0.05%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.91%1.03%1.09%Q1 2023Q3 20233
Oak Thistle LLC 210.36%0.44%0.51%Q2 2022Q3 20233
Espalier Global Management LLC 110.55%2.92%6.70%Q3 2014Q1 20163
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 210.40%0.59%0.92%Q2 2018Q1 20233
Acorn Wealth Advisors, LLC 330.06%0.07%0.09%Q4 2017Q2 20183
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.00%0.00%0.01%Q1 2022Q3 20223
SOUTH GEORGIA CAPITAL, LLC 330.06%0.06%0.07%Q1 2015Q3 20153
Numeric Investors LLC 110.00%0.01%0.02%Q4 2013Q4 20163
BlueCrest Capital Management LLP 330.25%0.70%1.51%Q3 2013Q1 20143
Strategic Wealth Investment Group, LLC 210.07%0.20%0.29%Q3 2020Q2 20213
Kalos Management, Inc. 110.02%0.07%0.11%Q4 2015Q2 20183
SPRING CREEK CAPITAL LLC 210.14%0.38%0.61%Q2 2018Q3 20193
Platte River Wealth Advisors, LLC 330.09%0.15%0.18%Q1 2021Q3 20213
Lion Street Advisors, LLC 110.09%0.39%0.95%Q1 2020Q2 20233
Private Harbour Investment Management & Counsel, LLC 330.12%0.14%0.17%Q2 2014Q4 20143
Athanor Capital, LP 210.04%0.06%0.07%Q3 2019Q4 20203
NewFocus Financial Group, LLC 330.27%0.33%0.38%Q2 2020Q4 20203
Leith Wheeler Investment Counsel Ltd. 210.23%0.30%0.44%Q2 2016Q4 20173
Argent Wealth Management LLC 330.10%0.30%0.41%Q4 2019Q2 20203
OKABENA INVESTMENT SERVICES INC 330.01%0.02%0.02%Q2 2020Q4 20203
KHP Capital, LLC 330.06%0.06%0.07%Q1 2018Q3 20183
Ballew Advisors, Inc 330.09%0.11%0.12%Q1 2018Q3 20183
Covenant Partners, LLC 110.13%0.23%0.37%Q1 2019Q1 20203
WestEnd Advisors, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Saiers Capital, LLC 210.00%0.28%0.80%Q2 2013Q2 20143
GeoWealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GLENHILL ADVISORS LLC 330.02%0.03%0.05%Q4 2013Q2 20143
LUCUS ADVISORS LLC 330.18%0.22%0.25%Q1 2015Q3 20153
WOODBURN R ROBERT JR 331.24%1.26%1.27%Q4 2012Q2 20133
Resolute Advisors LLC 330.00%0.00%0.01%Q1 2021Q3 20213
PYA Waltman Capital, LLC 330.01%0.02%0.04%Q1 2022Q3 20223
Bellwether Investment Group, LLC 210.35%0.39%0.42%Q2 2016Q1 20173
Detwiler Fenton Investment Management LLC 210.22%0.82%1.14%Q4 2009Q3 20103
Aris Wealth Services, Inc. 330.11%0.12%0.12%Q1 2015Q3 20153
Harvest Investment Services, LLC 330.19%0.40%0.70%Q1 2020Q3 20203
PRW Wealth Management LLC 210.11%0.18%0.29%Q4 2018Q2 20213
HawsGoodwin Investment Management LLC 330.13%0.22%0.28%Q2 2021Q4 20213
Strategic Investment Advisors / MI 110.04%0.04%0.04%Q2 2022Q3 20233
AMI INVESTMENT MANAGEMENT INC 210.08%0.12%0.14%Q4 2017Q2 20213
Virtus ETF Advisers LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Abundance Wealth Counselors 330.14%0.18%0.26%Q1 2023Q3 20233
ARGENTIERE CAPITAL AG 110.14%0.22%0.36%Q1 2016Q2 20173
Avalon Trust Co 330.03%0.03%0.03%Q1 2023Q3 20233
AMG Funds LLC 331.88%1.92%1.95%Q1 2020Q3 20203
O'Brien Wealth Partners LLC 330.04%0.05%0.06%Q1 2018Q3 20183
AMERICAFIRST CAPITAL MANAGEMENT, LLC 330.06%0.07%0.09%Q2 2016Q4 20163
VERUS CAPITAL PARTNERS, LLC 210.03%0.12%0.17%Q4 2019Q3 20233
Alaska Permanent Fund Corp 330.00%0.00%0.00%Q2 2022Q4 20223
Ground Swell Capital, LLC 210.20%0.35%0.57%Q2 2014Q3 20223
MBM Wealth Consultants, LLC 330.04%0.04%0.05%Q4 2019Q2 20203
IMS Capital Management 210.07%0.29%0.41%Q3 2018Q4 20193
PVG ASSET MANAGEMENT CORP 210.68%0.86%1.01%Q1 2020Q2 20233
ENDEX CAPITAL MANAGEMENT LLC 330.35%0.37%0.39%Q2 2013Q4 20133
Hugh Johnson Advisors LLC 330.07%0.07%0.08%Q3 2014Q1 20153
AlphaOne Investment Services, LLC 330.02%0.04%0.09%Q3 2017Q1 20183
Jane Street Holding, LLC 330.02%0.06%0.13%Q2 2013Q4 20133
CAMPBELL CAPITAL MANAGEMENT INC 331.83%2.68%3.67%Q1 2020Q3 20203
WEST CHESTER CAPITAL ADVISORS, INC 330.47%0.51%0.56%Q2 2013Q4 20133
Stux Capital Management, LLC 330.15%0.20%0.24%Q4 2013Q2 20143
MONTAGE INVESTMENTS, LLC 330.22%0.40%0.53%Q1 2016Q3 20163
Century Capital Management, LLC 330.08%0.10%0.11%Q2 2013Q4 20133
Premia Global Advisors, LLC 210.18%0.31%0.49%Q4 2017Q1 20193
Camelot Portfolios, LLC 210.10%0.34%0.82%Q4 2018Q3 20233
HERNDON CAPITAL MANAGEMENT LLC 210.00%0.72%2.15%Q2 2016Q2 20173
SUVRETTA CAPITAL MANAGEMENT, LLC 331.71%1.94%2.40%Q2 2019Q4 20193
Ullmann Wealth Partners Group, LLC 210.06%0.09%0.14%Q1 2019Q4 20213
TIVERTON ASSET MANAGEMENT LLC 210.03%0.06%0.10%Q4 2017Q3 20193
Narus Financial Partners, LLC 210.21%0.26%0.31%Q2 2022Q1 20233
RS INVESTMENT MANAGEMENT CO LLC 330.01%0.01%0.01%Q4 2015Q2 20163
Asset Allocation & Management Company, LLC 330.15%0.26%0.40%Q4 2021Q2 20223
WESTON CAPITAL MANAGEMENT INC 330.32%0.35%0.38%Q2 2013Q4 20133
PORTOLA GROUP INC /CA 210.17%0.22%0.26%Q2 2014Q1 20153
Planning Solutions Group LLC 330.44%0.52%0.58%Q4 2018Q2 20193
DC Investments Management, LLC 110.22%0.26%0.29%Q1 2018Q4 20213
Rezny Wealth Management, Inc. 330.02%0.02%0.02%Q2 2015Q4 20153
Sterling Investment Advisors, Ltd. 330.12%0.12%0.12%Q1 2023Q3 20233
10-15 ASSOCIATES, INC. 210.06%0.06%0.07%Q1 2015Q2 20163
Kepos Capital LP 210.06%0.17%0.30%Q4 2017Q3 20193
PLATINUM INVESTMENT MANAGEMENT LTD 330.00%0.00%0.00%Q1 2023Q3 20233
Golden State Equity Partners 210.09%0.12%0.18%Q1 2021Q3 20233
Acrospire Investment Management LLC 110.01%0.07%0.16%Q1 2016Q2 20173
Allegiant Private Advisors, LLC 330.33%0.43%0.50%Q4 2020Q2 20213
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q1 2021Q3 20233
BUTENSKY & COHEN FINANCIAL SECURITY, INC 330.00%0.00%0.00%Q2 2015Q4 20153
OPSEU Pension Plan Trust Fund 210.18%0.19%0.20%Q1 2020Q3 20223
SPC Financial, Inc. 330.04%0.04%0.04%Q4 2021Q2 20223
Family Legacy, Inc. 330.05%0.06%0.07%Q2 2018Q4 20183
TKG Advisors, LLC 330.16%0.16%0.17%Q1 2023Q3 20233
Smith & Howard Wealth Management, LLC 330.01%0.01%0.02%Q2 2013Q4 20133
Samalin Investment Counsel, LLC 210.14%0.14%0.14%Q4 2019Q2 20213
Arbiter Partners Capital Management LLC 330.02%0.02%0.03%Q2 2017Q4 20173
Coppell Advisory Solutions LLC 210.02%0.03%0.05%Q4 2022Q3 20233
Rainier Group Investment Advisory LLC 330.09%0.59%1.58%Q1 2020Q3 20203
Navis Wealth Advisors, LLC 330.66%0.74%0.85%Q1 2022Q3 20223
OSTERWEIS CAPITAL MANAGEMENT INC 330.74%1.15%1.46%Q3 2018Q1 20193
FolioMetrix LLC 330.03%0.06%0.09%Q4 2014Q2 20153
Mirador Capital Partners LP 330.07%0.45%0.66%Q1 2023Q3 20233
Price Capital Management, Inc. 110.04%0.26%0.59%Q1 2015Q3 20183
Tower Wealth Partners, Inc. 330.24%0.27%0.31%Q1 2021Q3 20213
Naviter Wealth, LLC 330.09%0.20%0.26%Q2 2022Q4 20223
Clearview Wealth Advisors LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Golden Green, Inc. 330.26%0.34%0.40%Q1 2021Q3 20213
ENGINE NO. 1 LLC 330.10%0.13%0.14%Q2 2021Q4 20213
RIVERSVILLE CAPITAL, INC. 330.68%0.74%0.85%Q2 2013Q4 20133
Invst, LLC 330.14%0.15%0.16%Q1 2021Q3 20213
COMMUNITY TRUST & INVESTMENT CO 330.05%1.16%1.98%Q2 2013Q4 20133
Sage Mountain Advisors LLC 330.04%0.06%0.07%Q2 2021Q4 20213
Crestmont Private Wealth LLC 330.15%0.16%0.17%Q4 2022Q2 20233
Vontobel Swiss Wealth Advisors AG 330.15%0.20%0.24%Q2 2019Q4 20193
Exos TFP Holdings LLC 330.13%0.20%0.25%Q3 2022Q1 20233
HFR Wealth Management, LLC 330.07%0.09%0.11%Q2 2021Q4 20213
Amida Capital Management II, LLC 330.56%0.90%1.18%Q2 2013Q4 20133
Capital Directions Investment Advisors, LLC 210.00%0.00%0.01%Q4 2020Q3 20213
Genesis Wealth Advisors, LLC 330.10%0.10%0.11%Q4 2014Q2 20153
Activest Wealth Management 210.00%0.01%0.01%Q2 2021Q4 20223
Axiom Investment Management LLC 330.06%0.08%0.10%Q4 2018Q2 20193
Revisor Wealth Management LLC 330.28%0.29%0.32%Q1 2023Q3 20233
44 WEALTH MANAGEMENT LLC 330.42%0.48%0.57%Q4 2020Q2 20213
Herold Advisors, Inc. 110.04%0.08%0.13%Q3 2021Q3 20233
LBMC INVESTMENT ADVISORS, LLC 220.04%0.04%0.04%Q4 2017Q1 20182
CTC Alternative Strategies, Ltd. 110.13%0.60%1.07%Q2 2013Q2 20232
JBF Capital, Inc. 220.21%0.21%0.21%Q2 2014Q3 20142
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Gyon Technologies Capital Management, LP 220.08%0.12%0.15%Q4 2020Q1 20212
EMORY UNIVERSITY 220.45%0.48%0.51%Q2 2011Q3 20112
ERTS Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Fiduciary Alliance LLC 110.01%0.02%0.03%Q4 2022Q2 20232
New Harbor Financial Group, LLC 220.06%0.06%0.07%Q2 2013Q3 20132
Schoolcraft Capital LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Trutina Financial LLC 110.02%0.02%0.02%Q3 2013Q1 20142
KILLEN GROUP INC 220.03%0.03%0.03%Q2 2013Q3 20132
One Charles Private Wealth Services, LLC 110.11%0.13%0.14%Q2 2020Q2 20212
QUANTITATIVE VALUE TECHNOLOGIES, LLC 221.30%1.37%1.44%Q1 2021Q2 20212
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.02%0.04%Q4 2014Q4 20212
VAN DEN BERG MANAGEMENT I, INC 221.03%1.04%1.05%Q2 2013Q3 20132
LMG Wealth Partners, LLC 220.84%1.16%1.48%Q4 2022Q1 20232
Oakwell Private Wealth Management, LLC 220.30%0.30%0.31%Q4 2020Q1 20212
Next Capital Management LLC 220.00%0.00%0.01%Q1 2019Q2 20192
Emerald Acquisition Ltd. 220.30%0.31%0.31%Q2 2016Q3 20162
CATAPULT CAPITAL MANAGEMENT LLC 220.05%0.58%1.11%Q3 2013Q4 20132
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q2 20212
Paragon Wealth Strategies, LLC 110.00%0.15%0.30%Q4 2019Q2 20212
PRINCETON CAPITAL MANAGEMENT INC 220.10%0.12%0.13%Q2 2017Q3 20172
Horizon Investment Services, LLC 221.57%1.69%1.81%Q1 2021Q2 20212
Mercer Investments LLC 220.40%0.44%0.47%Q2 2013Q3 20132
CIC Wealth, LLC 220.08%0.09%0.10%Q4 2022Q1 20232
Johnson Midwest Financial, LLC 220.02%0.02%0.03%Q3 2022Q4 20222
Sendero Wealth Management, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Peoples Bank/KS 220.51%0.52%0.52%Q3 2023Q4 20232
A.R.T. Advisors, LLC 220.08%0.28%0.49%Q2 2019Q3 20192
Weil Company, Inc. 110.07%0.08%0.10%Q3 2019Q4 20212
MCIA Inc 220.01%0.01%0.01%Q2 2017Q3 20172
Williams Financial, LLC 220.31%0.32%0.32%Q1 2021Q2 20212
FWL INVESTMENT MANAGEMENT, LLC 110.01%0.02%0.02%Q4 2022Q3 20232
Holowesko Partners Ltd. 224.51%4.59%4.67%Q1 2020Q2 20202
Joseph P. Lucia & Associates, LLC 220.01%0.01%0.01%Q1 2020Q2 20202
WIN ADVISORS, INC 220.00%0.01%0.02%Q1 2022Q2 20222
Gateway Advisory, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Bell Asset Management Ltd 221.28%1.28%1.29%Q3 2019Q4 20192
First Capital Advisors Group, LLC. 110.02%0.05%0.08%Q1 2018Q2 20232
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 110.24%0.28%0.33%Q1 2018Q3 20182
CHASE INVESTMENT COUNSEL CORP 221.00%1.67%2.34%Q1 2021Q2 20212
Exchange Bank 220.34%0.35%0.37%Q2 2023Q3 20232
Rothschild & Co Wealth Management UK Ltd 110.00%0.00%0.00%Q2 2019Q2 20222
Milestone Investment Advisors LLC 110.02%0.02%0.02%Q1 2023Q3 20232
H&H International Investment, LLC 220.36%0.46%0.56%Q1 2020Q2 20202
KOCH INDUSTRIES INC 220.12%0.12%0.13%Q4 2017Q1 20182
Marshall Financial Group LLC 220.42%0.43%0.44%Q2 2021Q3 20212
Amplius Wealth Advisors, LLC 110.02%0.03%0.04%Q4 2021Q4 20222
ICON ADVISERS INC/CO 220.04%0.05%0.05%Q2 2013Q3 20132
StellarOne CORP 221.68%1.72%1.76%Q2 2013Q3 20132
Ocean Endowment Partners, LLC 220.45%0.60%0.75%Q4 2019Q1 20202
Winslow Capital Management, LLC 110.00%0.47%0.95%Q4 2016Q4 20192
Van Leeuwen & Company, LLC 110.82%1.10%1.37%Q3 2018Q2 20212
Regency Capital Management Inc.\DE 220.74%1.10%1.45%Q4 2021Q1 20222
25 LLC 220.02%0.02%0.02%Q1 2023Q2 20232
United American Securities Inc. (d/b/a UAS Asset Management) 110.15%0.76%1.38%Q1 2018Q3 20182
iA Global Asset Management Inc. 220.01%0.07%0.13%Q2 2023Q3 20232
Cornerstone Planning Group LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Haafor (Singapore) Pte. Ltd. 220.80%0.92%1.03%Q2 2020Q3 20202
Axim Planning & Wealth 220.02%0.03%0.03%Q2 2022Q3 20222
Vigilare Wealth Management 220.43%0.47%0.50%Q4 2019Q1 20202
Financial Network Wealth Management LLC 220.13%0.14%0.14%Q1 2021Q2 20212
Concorde Asset Management, LLC 220.13%0.18%0.22%Q4 2018Q1 20192
AGF MANAGEMENT LTD 110.00%0.01%0.02%Q4 2022Q3 20232
Icon Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Cardinal Capital Management, Inc. 110.00%0.00%0.00%Q2 2017Q2 20182
BRYN MAWR CAPITAL MANAGEMENT INC 220.05%0.06%0.07%Q2 2015Q3 20152
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 221.16%2.21%3.26%Q2 2013Q3 20132
Tradeworx Inc. 110.13%0.28%0.43%Q2 2013Q3 20142
Thor Advisors, LLC 110.41%0.52%0.62%Q1 2019Q3 20192
qPULA Trading Management LP 220.52%0.67%0.82%Q4 2020Q1 20212
J.Safra Asset Management Corp 220.08%0.08%0.09%Q2 2016Q3 20162
MMA ASSET MANAGEMENT LLC 220.16%0.17%0.18%Q1 2021Q2 20212
Dynasty Wealth Management, LLC 110.40%0.44%0.48%Q4 2017Q3 20182
Vantage Consulting Group Inc 110.01%0.06%0.12%Q4 2020Q1 20232
Pine Valley Investments Ltd Liability Co 220.69%0.74%0.80%Q2 2023Q3 20232
U S GLOBAL INVESTORS INC 110.09%0.13%0.17%Q2 2015Q3 20172
Provident Wealth Management, LLC 110.18%0.19%0.19%Q3 2020Q2 20212
Hudson Value Partners, LLC 220.25%0.25%0.25%Q4 2020Q1 20212
Strategic Capital Alternatives LLC 110.01%0.02%0.02%Q3 2014Q2 20152
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 220.08%0.09%0.10%Q3 2018Q4 20182
Atom Investors LP 220.10%0.16%0.22%Q3 2021Q4 20212
Capital World Investors 220.03%0.10%0.16%Q1 2019Q2 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q3 2014Q3 20152
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 220.12%0.12%0.12%Q1 2021Q2 20212
Wealth Management Partners, LLC 220.15%0.16%0.16%Q1 2021Q2 20212
Nippon Life Global Investors Americas, Inc. 220.34%0.72%1.10%Q4 2019Q1 20202
Orinda Asset Management LLC 220.11%0.16%0.20%Q4 2014Q1 20152
NORTHERN CAPITAL MANAGEMENT LLC 220.20%0.21%0.21%Q3 2013Q4 20132
Financial Partners Group, LLC 220.40%0.43%0.45%Q2 2023Q3 20232
MERITAGE PORTFOLIO MANAGEMENT 220.12%0.13%0.14%Q1 2022Q2 20222
Grant Street Asset Management, Inc. 220.07%0.08%0.08%Q4 2020Q1 20212
Empyrean Capital Partners, LP 110.76%1.36%1.96%Q3 2013Q2 20142
Liontrust Investment Partners LLP 110.05%0.10%0.16%Q4 2020Q3 20212
Folger Hill Asset Management LP 220.11%0.12%0.13%Q2 2017Q3 20172
Newport Wealth Strategies, Inc. 220.18%0.19%0.20%Q4 2017Q1 20182
Fulcrum Capital LLC 220.07%0.07%0.07%Q4 2017Q1 20182
Eagle Strategies LLC 220.17%0.18%0.18%Q4 2021Q1 20222
Sound View Wealth Advisors, LLC 220.78%0.81%0.85%Q4 2018Q1 20192
AMBS INVESTMENT COUNSEL LLC 222.90%2.92%2.94%Q2 2013Q3 20132
Seminole Management Co., Inc. 220.90%1.06%1.23%Q2 2013Q3 20132
SAROFIM FAYEZ 110.03%0.03%0.04%Q4 2012Q3 20132
Sandy Cove Advisors, LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Hotaling Investment Management, LLC 220.19%0.25%0.31%Q1 2019Q2 20192
STAR Financial Bank 220.26%0.27%0.28%Q4 2022Q1 20232
J2 Capital Management Inc 220.41%0.42%0.42%Q2 2023Q3 20232
Aft, Forsyth & Sober, LLC 110.05%0.18%0.30%Q4 2019Q2 20202
Echo45 Advisors LLC 220.16%0.19%0.23%Q4 2021Q1 20222
National Wealth Management Group, LLC 220.26%0.34%0.40%Q4 2021Q1 20222
Beaumont Asset Management, L.L.C. 220.36%0.39%0.42%Q2 2022Q3 20222
Apollo Management Holdings, L.P. 220.02%0.02%0.02%Q2 2023Q3 20232
Five Oceans Advisors 220.17%0.17%0.18%Q3 2022Q4 20222
STANCORP INVESTMENT ADVISERS INC 220.02%0.02%0.02%Q4 2014Q1 20152
Centenus Global Management, LP 110.57%0.59%0.60%Q2 2019Q4 20192
REINHART PARTNERS, LLC. 220.02%0.02%0.02%Q4 2014Q1 20152
Fortis Group Advisors, LLC 110.00%0.00%0.01%Q3 2020Q3 20232
Overbrook Management Corp 220.05%0.06%0.06%Q4 2015Q1 20162
Grey Fox Wealth Advisors, LLC 220.00%0.01%0.01%Q4 2022Q1 20232
Merit Investment Management, LLC 220.14%0.17%0.20%Q2 2013Q3 20132
Garda Capital Partners LP 110.02%0.04%0.05%Q1 2023Q3 20232
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
SkyView Investment Advisors, LLC 110.00%0.00%0.00%Q1 2023Q3 20232
THREADGILL FINANCIAL, LLC 221.62%1.72%1.81%Q3 2022Q4 20222
Semper Augustus Investments Group 220.95%1.00%1.05%Q2 2013Q3 20132
Coombe, Bender & Co LLC 221.19%1.22%1.25%Q2 2022Q3 20222
Lauterbach Financial Advisors, LLC 220.18%0.20%0.21%Q4 2021Q1 20222
Hall Kathryn A. 220.10%0.12%0.13%Q4 2014Q1 20152
SENTINEL TRUST CO LBA 220.04%0.04%0.04%Q2 2017Q3 20172
Sovarnum Capital L.P. 110.29%0.33%0.36%Q4 2017Q4 20172
D L CARLSON INVESTMENT GROUP INC 220.97%1.01%1.05%Q1 2021Q2 20212
PROFESSIONAL PLANNING 110.22%0.22%0.23%Q2 2020Q4 20202
Stevard, LLC 220.37%0.40%0.43%Q2 2020Q3 20202
PENSECO FINANCIAL SERVICES CORP 224.54%4.59%4.65%Q2 2013Q3 20132
Permanens Capital L.P. 220.00%0.00%0.00%Q3 2019Q4 20192
Davis Capital Management 220.01%0.01%0.02%Q1 2020Q2 20202
Ethos Financial Group, LLC 220.10%0.10%0.11%Q1 2023Q2 20232
Portside Wealth Group, LLC 220.09%0.11%0.14%Q2 2023Q3 20232
Fermata Advisors, LLC 220.11%0.13%0.14%Q2 2022Q3 20222
FinTrust Investment Advisory Services, LLC 220.19%0.23%0.27%Q4 2017Q1 20182
TOBIAS FINANCIAL ADVISORS, INC. 110.01%1.26%2.52%Q4 2019Q4 20212
Rodgers & Associates, LTD 220.03%0.03%0.04%Q4 2021Q1 20222
BIRINYI ASSOCIATES INC 110.13%0.18%0.23%Q2 2015Q4 20172
Perella Weinberg Partners Capital Management LP 110.03%0.06%0.08%Q2 2013Q2 20192
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
SeaBridge Investment Advisors LLC 220.02%0.02%0.02%Q2 2020Q3 20202
Shay Capital LLC 110.05%0.09%0.12%Q3 2022Q3 20222
IMC-Chicago, LLC 110.03%0.03%0.03%Q3 2021Q3 20212
ORG Partners LLC 220.01%0.05%0.08%Q2 2023Q3 20232
DSAM Partners (London) Ltd 115.28%6.48%7.68%Q1 2020Q1 20202
FIRST NEW YORK SECURITIES LLC /NY 110.20%1.14%2.08%Q2 2013Q1 20142
Planned Solutions, Inc. 220.06%0.06%0.06%Q3 2020Q4 20202
Spartan Planning & Wealth Management 110.00%0.00%0.00%Q4 2022Q3 20232
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Swaine & Leidel Wealth Services, LLC 111.99%2.25%2.50%Q4 2018Q4 20192
Nemes Rush Group LLC 220.04%0.05%0.06%Q2 2023Q3 20232
Bristol County Savings Bank 221.36%1.41%1.47%Q3 2017Q4 20172
Fiera Capital Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
LGT Fund Management Co Ltd. 110.13%0.25%0.36%Q4 2021Q2 20222
MONTGOMERY INVESTMENT MANAGEMENT INC 220.20%0.21%0.22%Q2 2013Q3 20132
GraniteShares Advisors LLC 220.18%0.18%0.19%Q3 2022Q4 20222
Cumberland Partners Ltd 220.05%0.05%0.05%Q2 2018Q3 20182
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
Ignite Planners, LLC 110.09%0.17%0.25%Q4 2022Q3 20232
Alpha DNA Investment Management LLC 220.12%0.12%0.13%Q4 2020Q1 20212
E&G Advisors, LP 220.09%0.09%0.10%Q1 2018Q2 20182
Keel Point, LLC 110.08%0.09%0.10%Q2 2015Q3 20162
EFG Asset Management (Americas) Corp. 220.04%0.06%0.08%Q4 2014Q1 20152
RBO & CO LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Impact Partnership Wealth, LLC 220.20%0.25%0.31%Q2 2023Q3 20232
Rotella Capital Management, Inc. 110.49%0.63%0.76%Q3 2013Q1 20142
Slagle Financial, LLC 221.10%1.11%1.12%Q2 2023Q3 20232
Roberts Capital Advisors, LLC 220.72%0.74%0.77%Q4 2021Q1 20222
JBJ Investment Partners, LLC 110.04%0.05%0.05%Q1 2019Q2 20212
Cherry Tree Wealth Management, LLC 220.24%0.25%0.26%Q2 2023Q3 20232
Ionic Capital Management LLC 110.40%0.89%1.38%Q4 2013Q1 20172
Baltimore-Washington Financial Advisors Inc. 221.75%1.76%1.78%Q2 2013Q3 20132
FIELDPOINT PRIVATE ADVISORS, INC 220.54%1.46%2.38%Q4 2016Q1 20172
UNION SAVINGS BANK 220.17%0.19%0.20%Q2 2023Q3 20232
Key Client Fiduciary Advisors, LLC 220.44%0.44%0.45%Q2 2023Q3 20232
COMPASS FINANCIAL ADVISORS LLC 220.29%0.35%0.40%Q4 2021Q1 20222
Mosaic Advisors LLC 220.17%0.19%0.21%Q1 2021Q2 20212
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q3 20232
SIRIOS CAPITAL MANAGEMENT L P 220.54%0.59%0.63%Q3 2020Q4 20202
QUEST CAPITAL MANAGEMENT INC /ADV 220.09%0.10%0.12%Q1 2019Q2 20192
MILES CAPITAL, INC. 220.12%0.12%0.12%Q1 2017Q2 20172
Arbor Wealth Management, LLC 110.00%0.01%0.01%Q4 2015Q2 20192
Boussard & Gavaudan Asset Management LP 220.13%0.13%0.13%Q1 2014Q2 20142
Corundum Trust Company, INC 2211.42%11.55%11.67%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.13%0.16%0.18%Q2 2013Q3 20132
SageView Advisory Group, LLC 110.01%0.04%0.06%Q4 2022Q2 20232
Ulysses Management LLC 110.10%0.19%0.28%Q4 2017Q1 20212
MACRO Consulting Group 221.01%1.04%1.07%Q1 2021Q2 20212
WEXFORD CAPITAL LP 110.02%0.02%0.03%Q4 2016Q3 20202
REDWOOD CAPITAL MANAGEMENT, LLC 224.35%4.65%4.94%Q3 2022Q4 20222
E Fund Management Co., Ltd. 220.01%0.01%0.01%Q3 2021Q4 20212
Black Swift Group, LLC 110.00%0.09%0.17%Q4 2020Q2 20232
RESOURCE CONSULTING GROUP INC 220.07%0.08%0.08%Q4 2021Q1 20222
OLD MISSION CAPITAL LLC 110.05%0.06%0.06%Q4 2017Q1 20202
iSAM Funds (UK) Ltd 220.54%0.60%0.66%Q1 2023Q2 20232
Trinity Legacy Partners, LLC 220.12%0.13%0.13%Q1 2021Q2 20212
Hanlon Investment Management, Inc. 220.02%0.03%0.04%Q1 2019Q2 20192
Pluribus Labs, LLC 220.83%0.93%1.02%Q1 2022Q2 20222
ELLINGTON MANAGEMENT GROUP LLC 110.10%0.12%0.15%Q2 2017Q2 20192
Brookfield Asset Management 220.00%0.00%0.00%Q1 2023Q2 20232
Marathon Trading Investment Management LLC 110.02%0.06%0.11%Q3 2022Q1 20232
Handelsinvest Investeringsforvaltning 220.41%0.43%0.44%Q4 2015Q1 20162
Scotia Asset Management L.P. 220.12%0.13%0.13%Q2 2013Q3 20132
UniSuper Management Pty Ltd 220.01%0.01%0.02%Q2 2023Q3 20232
Salomon & Ludwin, LLC 110.00%0.01%0.01%Q1 2019Q3 20232
Armstrong, Fleming & Moore, Inc 220.24%0.24%0.24%Q2 2023Q3 20232
BBVA USA 220.14%0.15%0.16%Q2 2021Q3 20212
Headlands Technologies LLC 220.19%0.34%0.48%Q4 2022Q1 20232
Numerai GP LLC 220.72%1.30%1.88%Q1 2023Q2 20232
NORTHERN TRUST CO OF CONNECTICUT 220.16%0.16%0.16%Q2 2013Q3 20132
Fortitude Advisory Group L.L.C. 220.03%0.04%0.04%Q4 2021Q1 20222
Joule Financial, LLC 220.18%0.18%0.18%Q2 2023Q3 20232
EPG Wealth Management LLC 220.02%0.03%0.04%Q4 2019Q1 20202
Litman Gregory Wealth Management LLC 110.00%0.01%0.02%Q1 2018Q4 20192
Boussard & Gavaudan Investment Management LLP 220.14%0.14%0.14%Q3 2014Q4 20142
Quantum Private Wealth, LLC 220.16%0.20%0.24%Q4 2021Q1 20222
Urban Wealth Management, LLC 110.28%0.43%0.58%Q4 2020Q2 20222
Reynolds Investment Management, Inc. 220.32%0.33%0.34%Q1 2022Q2 20222
Warwick Investment Management, Inc. 220.10%0.11%0.13%Q4 2021Q1 20222
BBT Capital Management, LLC 110.04%0.10%0.15%Q1 2015Q3 20152
Morningstar Investment Management LLC 220.07%0.08%0.08%Q2 2023Q3 20232
Polar Asset Management Partners Inc. 110.00%0.01%0.01%Q2 2020Q4 20202
Winchester Group Inc. 220.26%0.27%0.29%Q2 2013Q3 20132
Aquatic Capital Management LLC 110.07%0.36%0.65%Q4 2021Q2 20222
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.00%0.00%Q2 2013Q3 20132
Cercano Management LLC 220.02%0.02%0.02%Q4 2022Q1 20232
CASTLE WEALTH MANAGEMENT LLC 220.03%0.12%0.20%Q2 2022Q3 20222
Wealth Advisors of Tampa Bay, LLC 221.25%1.35%1.45%Q2 2023Q3 20232
Legacy Wealth Partners, Inc. 110.13%0.20%0.26%Q1 2020Q4 20202
ICC CAPITAL MANAGEMENT INC/ 220.00%0.00%0.01%Q1 2014Q2 20142
Greenfield Savings Bank 220.21%0.23%0.25%Q2 2022Q3 20222
Stonehage Fleming (UK) Ltd 220.92%0.98%1.05%Q3 2015Q4 20152
INTREPID CAPITAL MANAGEMENT INC 220.03%0.03%0.04%Q2 2023Q3 20232
Ostrum Asset Management U.S., LLC 110.18%0.18%0.18%Q4 2018Q4 20181
MARINER INVESTMENT GROUP LLC 112.21%2.21%2.21%Q4 2013Q4 20131
Nicholas Investment Partners, LP 110.11%0.11%0.11%Q2 2014Q2 20141
CAPITAL CITY TRUST CO/FL 110.00%0.00%0.00%Q2 2013Q2 20131
Blue Granite Capital, LLC 110.36%0.36%0.36%Q3 2017Q3 20171
CastleKnight Management LP 110.32%0.32%0.32%Q2 2023Q2 20231
BEDEL FINANCIAL CONSULTING INC 110.08%0.08%0.08%Q3 2023Q3 20231
Carmignac Gestion 110.09%0.09%0.09%Q3 2016Q3 20161
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Broadview Financial Management, LLC 110.59%0.59%0.59%Q4 2018Q4 20181
RiverPark Advisors, LLC 110.42%0.42%0.42%Q2 2022Q2 20221
GenTrust, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
GQG Partners LLC 110.32%0.32%0.32%Q1 2021Q1 20211
Alpine Partners USVI, LLC 110.37%0.37%0.37%Q2 2013Q2 20131
NewEdge Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Daiwa Capital Markets America Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
SOCIETE GENERALE 110.27%0.27%0.27%Q2 2016Q2 20161
Alpha Family Trust 110.26%0.26%0.26%Q3 2023Q3 20231
Chimera Capital Management LLC 110.20%0.20%0.20%Q4 2022Q4 20221
JGP Global Gestao de Recursos Ltda. 116.34%6.34%6.34%Q4 2014Q4 20141
KCS Wealth Advisory 110.01%0.01%0.01%Q3 2019Q3 20191
TREVOR STEWART BURTON & JACOBSEN INC 110.50%0.50%0.50%Q4 2015Q4 20151
Lombard Odier Asset Management (USA) Corp 110.17%0.17%0.17%Q2 2016Q2 20161
MONETTA FINANCIAL SERVICES INC 110.61%0.61%0.61%Q4 2017Q4 20171
MPI INVESTMENT MANAGEMENT, INC. 110.30%0.30%0.30%Q4 2017Q4 20171
Sterling Global Strategies LLC 110.05%0.05%0.05%Q4 2018Q4 20181
DMC Group, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
Safir Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
REUTER JAMES WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
IMPACTfolio, LLC 110.16%0.16%0.16%Q4 2023Q4 20231
Tri Locum Partners LP 110.09%0.09%0.09%Q2 2022Q2 20221
LMR Master Fund Ltd 110.39%0.39%0.39%Q3 2013Q3 20131
MIZUHO MARKETS AMERICAS LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Woodline Partners LP 110.46%0.46%0.46%Q3 2023Q3 20231
Silver Bridge Capital Management LLC 110.42%0.42%0.42%Q2 2013Q2 20131
WealthOne, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Cohanzick Management, LLC 111.08%1.08%1.08%Q2 2022Q2 20221
DGS Capital Management, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
ARDSLEY ADVISORY PARTNERS LP 110.19%0.19%0.19%Q3 2014Q3 20141
Capital Advisors Wealth Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Vahanian & Associates Financial Planning Inc. 110.26%0.26%0.26%Q4 2021Q4 20211
Telemus Investment Management, LLC 110.95%0.95%0.95%Q2 2013Q2 20131
Amalgamated Financial Corp. 110.18%0.18%0.18%Q1 2022Q1 20221
Two Seas Capital LP 112.45%2.45%2.45%Q3 2023Q3 20231
JFG Wealth Management, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
INTEGRAL INVESTMENT ADVISORS, INC. 110.22%0.22%0.22%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.10%0.10%0.10%Q4 2022Q4 20221
Jordan Park Group LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Long Run Wealth Advisors, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
BNC WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Henrickson Nauta Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Neuberger Berman Canada ULC 110.11%0.11%0.11%Q3 2017Q3 20171
CLEARY GULL INC. 110.03%0.03%0.03%Q1 2015Q1 20151
Counsel Portfolio Services Inc. 110.35%0.35%0.35%Q2 2013Q2 20131
ADVISOR CONSULTANT NETWORK INC 110.32%0.32%0.32%Q3 2016Q3 20161
PagnatoKarp Partners LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Manhattan West Asset Management, LLC 110.73%0.73%0.73%Q4 2021Q4 20211
Legacy CG, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
AVITY INVESTMENT MANAGEMENT INC. 110.02%0.02%0.02%Q3 2018Q3 20181
AMERICAN FINANCIAL GROUP INC 111.18%1.18%1.18%Q2 2013Q2 20131
American Trust 110.04%0.04%0.04%Q4 2021Q4 20211
Waypoint Capital Advisors, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Sensible Financial Planning & Management, LLC. 110.01%0.01%0.01%Q4 2015Q4 20151
PNC Managed Account Solutions, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
OneAscent Financial Services LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Navalign, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Eagle Bluffs Wealth Management LLC 110.89%0.89%0.89%Q3 2023Q3 20231
PACES FERRY WEALTH ADVISORS, LLC 110.11%0.11%0.11%Q3 2020Q3 20201
Scissortail Wealth Management, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
SOUTHPORT MANAGEMENT, L.L.C. 114.30%4.30%4.30%Q4 2019Q4 20191
Mitra Capital LLC 119.44%9.44%9.44%Q1 2017Q1 20171
Financial Insights, Inc. 110.07%0.07%0.07%Q2 2021Q2 20211
Ratan Capital Management LP 111.00%1.00%1.00%Q3 2019Q3 20191
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
KG&L Capital Management,LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Pinnacle Wealth Advisors 110.39%0.39%0.39%Q2 2021Q2 20211
KEMPNER CAPITAL MANAGEMENT INC. 111.07%1.07%1.07%Q2 2023Q2 20231
UNIONVIEW, LLC 110.20%0.20%0.20%Q4 2021Q4 20211
Community Capital Management, LLC 110.56%0.56%0.56%Q2 2020Q2 20201
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
AHL INVESTMENT MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2021Q4 20211
Pinion Investment Advisors, LLC 110.45%0.45%0.45%Q3 2018Q3 20181
ALERUS FINANCIAL NA 110.33%0.33%0.33%Q3 2023Q3 20231
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.01%0.01%0.01%Q2 2021Q2 20211
Questar Asset Management, Inc. 110.37%0.37%0.37%Q4 2018Q4 20181
Leap Investments LP 110.36%0.36%0.36%Q2 2020Q2 20201
NovaPoint Capital, LLC 111.38%1.38%1.38%Q4 2019Q4 20191
NEIRG Wealth Management, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Opes Wealth Management LLC 110.13%0.13%0.13%Q4 2021Q4 20211
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WEST MICHIGAN ADVISORS, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
Avondale Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
JACOBS LEVY EQUITY MANAGEMENT, INC 110.31%0.31%0.31%Q3 2014Q3 20141
Troluce Capital Advisors LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Next Level Private LLC 110.16%0.16%0.16%Q2 2022Q2 20221
DRAVO BAY LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q4 2019Q4 20191
Corton Capital Inc. 110.10%0.10%0.10%Q1 2022Q1 20221
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 110.06%0.06%0.06%Q2 2021Q2 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.04%0.04%0.04%Q4 2022Q4 20221
V2 Capital, LLC 112.26%2.26%2.26%Q1 2015Q1 20151
Richard P Slaughter Associates Inc 110.11%0.11%0.11%Q4 2021Q4 20211
Oak Point Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
PLATINUM GROVE ASSET MANAGEMENT, LP 110.69%0.69%0.69%Q3 2013Q3 20131
Investment Management Corp of Ontario 110.07%0.07%0.07%Q4 2022Q4 20221
Spinnaker Investment Group, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
CARRONADE CAPITAL MANAGEMENT, LP 110.58%0.58%0.58%Q1 2023Q1 20231
Kula Investments, LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Richard C. Young & CO., LTD. 110.06%0.06%0.06%Q3 2022Q3 20221
CABOT WEALTH MANAGEMENT INC 110.05%0.05%0.05%Q1 2018Q1 20181
Holocene Advisors, LP 110.05%0.05%0.05%Q3 2019Q3 20191
Tibra Equities Europe Ltd 110.24%0.24%0.24%Q3 2019Q3 20191
BluePath Capital Management, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
MKD WEALTH COACHES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MORGENS WATERFALL VINTIADIS & CO INC 110.40%0.40%0.40%Q2 2018Q2 20181
Inspire Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
PointState Capital LP 110.73%0.73%0.73%Q3 2021Q3 20211
LOMBARDIA CAPITAL PARTNERS LLC 110.24%0.24%0.24%Q2 2013Q2 20131
Aston Asset Management, LLC 110.71%0.71%0.71%Q2 2013Q2 20131
BSN Capital Partners Ltd 111.31%1.31%1.31%Q4 2020Q4 20201
Prostatis Group LLC 110.39%0.39%0.39%Q2 2023Q2 20231
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.10%0.10%0.10%Q3 2019Q3 20191
Psagot Value Holdings Ltd. / (Israel) 110.02%0.02%0.02%Q3 2023Q3 20231
Hunter Perkins Capital Management, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
CM WEALTH ADVISORS LLC 110.49%0.49%0.49%Q3 2023Q3 20231
Crystal Rock Capital Management 110.66%0.66%0.66%Q4 2013Q4 20131
Noked Capital LTD 110.43%0.43%0.43%Q1 2019Q1 20191
Doman Group, LLC 111.19%1.19%1.19%Q4 2021Q4 20211
apricus wealth, LLC 111.27%1.27%1.27%Q4 2021Q4 20211
Acrisure Capital Management, LLC 110.51%0.51%0.51%Q1 2023Q1 20231
GENWORTH FINANCIAL INC 110.13%0.13%0.13%Q2 2013Q2 20131
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC 110.15%0.15%0.15%Q3 2013Q3 20131
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Montz Harcus Wealth Management LLC 110.18%0.18%0.18%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Sowa Financial Group, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Lanham O'Dell & Company, Inc. 111.54%1.54%1.54%Q3 2022Q3 20221
Investmark Advisory Group LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Empirical Asset Management, LLC 110.35%0.35%0.35%Q2 2023Q2 20231
Waratah Capital Advisors Ltd. 110.32%0.32%0.32%Q4 2013Q4 20131
Delta Lloyd Asset Management N.V. 111.08%1.08%1.08%Q2 2017Q2 20171
Cornerstone Advisors, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Consolidated Planning Corp 110.10%0.10%0.10%Q3 2021Q3 20211
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FNY Investment Advisers, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
ERN LLC 112.46%2.46%2.46%Q2 2022Q2 20221
Cannon Global Investment Management, LLC 110.98%0.98%0.98%Q4 2021Q4 20211
Tradewinds, LLC. 110.15%0.15%0.15%Q2 2022Q2 20221
Avitas Wealth Management LLC 110.44%0.44%0.44%Q1 2022Q1 20221
XY Capital Ltd 110.32%0.32%0.32%Q3 2023Q3 20231
Northwest Bank & Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
First Affirmative Financial Network 110.34%0.34%0.34%Q3 2021Q3 20211
COWA, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
20/20 Capital Management, Inc. 110.06%0.06%0.06%Q2 2021Q2 20211
Julex Capital Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Advanced Portfolio Management, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Ruedi Wealth Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Fortress Investment Group LLC 110.03%0.03%0.03%Q3 2013Q3 20131
Coppell Advisory Solutions Corp. 110.05%0.05%0.05%Q4 2022Q4 20221
MAGNOLIA CAPITAL ADVISORS LLC 110.13%0.13%0.13%Q4 2020Q4 20201
DARRELL & KING LLC 114.53%4.53%4.53%Q1 2020Q1 20201
Bizma Investimentos Ltda 112.09%2.09%2.09%Q1 2020Q1 20201
Deane Retirement Strategies, Inc. 111.07%1.07%1.07%Q1 2020Q1 20201
GUARDIAN CAPITAL LP 110.00%0.00%0.00%Q2 2017Q2 20171
Hayek Kallen Investment Management 110.08%0.08%0.08%Q4 2021Q4 20211
BLUE SQUARE ASSET MANAGEMENT, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
First Dallas Securities Inc. 110.22%0.22%0.22%Q3 2023Q3 20231
Vident Advisory, LLC 110.44%0.44%0.44%Q3 2023Q3 20231
Quaker Wealth Management, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
Brevan Howard Capital Management LP 110.01%0.01%0.01%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ashburton (Jersey) Ltd 110.00%0.00%0.00%Q3 2017Q3 20171
WAYCROSS PARTNERS, LLC 110.48%0.48%0.48%Q4 2020Q4 20201
KNIGHT CAPITAL GROUP LLC 110.06%0.06%0.06%Q2 2013Q2 20131
Albar Capital Ltd 112.89%2.89%2.89%Q3 2020Q3 20201
COOLIDGE FRANCIS L 113.07%3.07%3.07%Q2 2013Q2 20131
All Season Financial Advisors, Inc. 110.30%0.30%0.30%Q2 2021Q2 20211
Oder Investment Management, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
AlphaCore Capital LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Atwater Malick LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Verum Partners LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Signition LP 110.49%0.49%0.49%Q4 2017Q4 20171
Gallacher Capital Management LLC 110.26%0.26%0.26%Q1 2023Q1 20231
SIR Capital Management, L.P. 111.32%1.32%1.32%Q2 2018Q2 20181
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.04%0.04%0.04%Q4 2021Q4 20211
FNY Managed Accounts LLC 110.05%0.05%0.05%Q1 2017Q1 20171
SYSTM Wealth Solutions LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Oppenheimer & Close, Inc. 113.83%3.83%3.83%Q2 2013Q2 20131
Northern Financial Advisors Inc 110.34%0.34%0.34%Q3 2023Q3 20231
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Strategic Financial Concepts, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Greenhouse Wealth Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
KBI Global Investors Ltd 110.02%0.02%0.02%Q2 2016Q2 20161
Kennon-Green & Company, LLC 110.23%0.23%0.23%Q4 2022Q4 20221
VitalStone Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
EASTERLY INVESTMENT PARTNERS LLC 110.61%0.61%0.61%Q1 2023Q1 20231
Breakwater Capital Group 110.12%0.12%0.12%Q4 2022Q4 20221
COUNTRY FUND MANAGEMENT 111.00%1.00%1.00%Q2 2013Q2 20131
AURORA FINANCIAL ADVISORS, LLC 110.20%0.20%0.20%Q4 2017Q4 20171
Crown Wealth Group, LLC 110.24%0.24%0.24%Q4 2021Q4 20211
GFS Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
Privium Fund Management (UK) Ltd 111.93%1.93%1.93%Q4 2020Q4 20201
Compass Financial Group, INC/SD 110.08%0.08%0.08%Q4 2022Q4 20221
Adams Wealth Management 110.02%0.02%0.02%Q3 2020Q3 20201
FORTEM FINANCIAL GROUP, LLC 110.58%0.58%0.58%Q2 2022Q2 20221
INSIGNEO ADVISORY SERVICES, LLC 110.15%0.15%0.15%Q4 2022Q4 20221
XTX MARKETS LLC 111.49%1.49%1.49%Q4 2019Q4 20191
LGT Financial Advisors LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Sepio Capital, LP 110.02%0.02%0.02%Q4 2018Q4 20181
MBL Wealth, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Stamos Capital Partners, L.P. 110.86%0.86%0.86%Q4 2022Q4 20221
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.22%0.22%0.22%Q2 2020Q2 20201
Stonehearth Capital Management, LLC 110.19%0.19%0.19%Q4 2018Q4 20181
FIDUCIARY COUNSELLING INC 110.26%0.26%0.26%Q4 2020Q4 20201
James Hambro & Partners 110.03%0.03%0.03%Q1 2021Q1 20211
Quadrature Capital LLP 110.22%0.22%0.22%Q2 2015Q2 20151
DIALECTIC CAPITAL MANAGEMENT, LP 111.59%1.59%1.59%Q2 2013Q2 20131
LUMINUS MANAGEMENT LLC 110.45%0.45%0.45%Q4 2019Q4 20191
DUDLEY CAPITAL MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Northeast Financial Group, Inc. 110.14%0.14%0.14%Q2 2021Q2 20211
West Tower Group, LLC 110.12%0.12%0.12%Q2 2023Q2 20231
INNOVIS ASSET MANAGEMENT LLC 110.11%0.11%0.11%Q3 2023Q3 20231
LINDEN ADVISORS LP 110.10%0.10%0.10%Q4 2020Q4 20201
NWK Group, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Lakewood Asset Management LLC 110.17%0.17%0.17%Q4 2022Q4 20221
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
PANORAMIC INVESTMENT ADVISORS, LLC 110.27%0.27%0.27%Q4 2022Q4 20221
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Oxler Private Wealth LLC 110.01%0.01%0.01%Q4 2020Q4 20201
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
PCA Investment Advisory Services Inc. 110.03%0.03%0.03%Q2 2023Q2 20231
OFI INVEST ASSET MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
CAHABA WEALTH MANAGEMENT, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
3Chopt Investment Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
RS CRUM INC. 110.12%0.12%0.12%Q4 2021Q4 20211
Noked Israel Ltd 110.43%0.43%0.43%Q1 2019Q1 20191
Kure Advisory, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
KPP Advisory Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
NORDEN GROUP LLC 110.17%0.17%0.17%Q3 2023Q3 20231
Strategic Advocates LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Border to Coast Pensions Partnership Ltd 110.50%0.50%0.50%Q2 2021Q2 20211
ALTERNA WEALTH MANAGEMENT, INC 110.36%0.36%0.36%Q4 2018Q4 20181
Pictet Asset Management Holding SA 110.04%0.04%0.04%Q3 2023Q3 20231
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
QRG CAPITAL MANAGEMENT, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.02%0.02%0.02%Q3 2023Q3 20231
London & Capital Asset Management Ltd 110.05%0.05%0.05%Q2 2020Q2 20201
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ROGCO, LP 110.13%0.13%0.13%Q3 2023Q3 20231
Firefly Value Partners, LP 110.05%0.05%0.05%Q4 2016Q4 20161
United Community Bank 110.58%0.58%0.58%Q3 2023Q3 20231
NEOS Investment Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Savoie Capital LLC 110.10%0.10%0.10%Q3 2023Q3 20231
VIVID FINANCIAL MANAGEMENT, INC. 110.12%0.12%0.12%Q4 2021Q4 20211
3D/L Capital Management, LLC 110.82%0.82%0.82%Q4 2020Q4 20201
Bridgecreek Investment Management, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 110.00%0.00%0.00%Q2 2019Q2 20191
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.08%0.08%0.08%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.03%0.03%0.03%Q4 2023Q4 20231
Select Asset Management & Trust 111.28%1.28%1.28%Q1 2021Q1 20211
Mendel Money Management 110.13%0.13%0.13%Q1 2022Q1 20221
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 111.70%1.70%1.70%Q1 2018Q1 20181
Orbitronix, LP 111.80%1.80%1.80%Q2 2013Q2 20131
Wakefield Asset Management LLLP 111.11%1.11%1.11%Q2 2022Q2 20221
Metatron Capital SICAV plc 110.47%0.47%0.47%Q4 2021Q4 20211
RUSHMORE INVESTMENT ADVISORS, INC. 110.13%0.13%0.13%Q2 2013Q2 20131
CTC LLC 110.13%0.13%0.13%Q2 2013Q2 20131
Mariner Wealth Advisors-Madison, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
GALAXY CAPITAL TRADING LTD 110.24%0.24%0.24%Q2 2013Q2 20131
Altus Wealth Group LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Flagship Private Wealth, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Threshold Group LLC 110.22%0.22%0.22%Q2 2017Q2 20171
ARROWGRASS CAPITAL PARTNERS LLP 111.49%1.49%1.49%Q1 2017Q1 20171
Blue Sky Asset Management, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
AQR Arbitrage LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HIGHLAND CAPITAL MANAGEMENT LP 110.02%0.02%0.02%Q4 2017Q4 20171
Fusion Investment Group, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Gallagher Benefit Services, Inc. 110.63%0.63%0.63%Q4 2022Q4 20221
CORBYN INVESTMENT MANAGEMENT INC/MD 110.05%0.05%0.05%Q1 2018Q1 20181
SIGNET MANAGEMENT USA, LLC 110.26%0.26%0.26%Q4 2013Q4 20131
Irish Life Investment Managers Ltd. 110.47%0.47%0.47%Q2 2013Q2 20131
Fund Evaluation Group, LLC 110.15%0.15%0.15%Q4 2017Q4 20171
HS Management Partners, LLC 112.43%2.43%2.43%Q2 2013Q2 20131
COWEN AND COMPANY, LLC 110.14%0.14%0.14%Q4 2021Q4 20211
Royal Harbor Partners, LLC 111.52%1.52%1.52%Q2 2022Q2 20221
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
MRJ CAPITAL INC 110.16%0.16%0.16%Q2 2013Q2 20131
Campbell & CO Investment Adviser LLC 110.30%0.30%0.30%Q3 2021Q3 20211
KilterHowling LLC 110.30%0.30%0.30%Q4 2021Q4 20211
Clarfeld Financial Advisors, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
Bach Option Ltd 110.07%0.07%0.07%Q3 2018Q3 20181
Integre Asset Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Flow State Investments, L.P. 110.18%0.18%0.18%Q1 2023Q1 20231
Bain Capital Public Equity Management, LLC 110.14%0.14%0.14%Q4 2018Q4 20181
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Asset Management Advisors, LLC 113.08%3.08%3.08%Q4 2013Q4 20131
Arosa Capital Management LP 110.89%0.89%0.89%Q1 2021Q1 20211
Pathlight Investors LLC 111.39%1.39%1.39%Q4 2018Q4 20181
LEE JOHNSON CAPITAL MANAGEMENT, LLC 110.91%0.91%0.91%Q4 2021Q4 20211
Farmer Steven Patrick 110.89%0.89%0.89%Q2 2022Q2 20221
FT Options LLC 110.11%0.11%0.11%Q2 2016Q2 20161
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Briaud Financial Planning, Inc 110.03%0.03%0.03%Q3 2023Q3 20231
Diversified, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q4 2013Q4 20131
General Partner, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.06%0.06%0.06%Q4 2020Q4 20201
CAZENOVE CAPITAL MANAGEMENT LTD 110.70%0.70%0.70%Q2 2013Q2 20131
Glenview Capital Management 111.51%1.51%1.51%Q4 2013Q4 20131
Western Asset Management Company, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
AM Squared Ltd 110.10%0.10%0.10%Q4 2022Q4 20221
Blue Barn Wealth, LLC 110.32%0.32%0.32%Q2 2021Q2 20211
Circle Road Advisors LP 117.43%7.43%7.43%Q1 2019Q1 20191
TELEMUS BEACON INVESTMENT Co LLC 112.10%2.10%2.10%Q2 2013Q2 20131
Coatue Management 110.01%0.01%0.01%Q4 2019Q4 20191
Cai Capital Management, Inc. 110.56%0.56%0.56%Q2 2013Q2 20131
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Locust Wood Capital Advisers 110.09%0.09%0.09%Q1 2023Q1 20231
Octavia Wealth Advisors, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Sunburst Financial Group, LLC 110.22%0.22%0.22%Q4 2019Q4 20191
Tech Square Trading LP 114.56%4.56%4.56%Q4 2018Q4 20181
Select Equity Group, L.P. 110.21%0.21%0.21%Q4 2022Q4 20221
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q1 2017Q1 20171
NORTHSTAR ASSET MANAGEMENT LLC 110.11%0.11%0.11%Q2 2013Q2 20131
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
PFG Private Wealth Management, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Shellback Capital, LP 111.14%1.14%1.14%Q3 2020Q3 20201
CAMDEN NATIONAL CORP 110.12%0.12%0.12%Q1 2021Q1 20211
Compass Ion Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Chessman Wealth Strategies RIA 110.15%0.15%0.15%Q3 2018Q3 20181
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Pinz Capital Management, LP 110.02%0.02%0.02%Q1 2021Q1 20211
Sante Capital Fund, LP 112.04%2.04%2.04%Q1 2022Q1 20221
LETKO, BROSSEAU & ASSOCIATES INC 110.00%0.00%0.00%Q4 2018Q4 20181
PURA VIDA INVESTMENTS, LLC 110.33%0.33%0.33%Q3 2020Q3 20201
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Modus Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PAYDEN & RYGEL 110.00%0.00%0.00%Q4 2015Q4 20151
HMS Capital Management, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
FIRST FINANCIAL EQUITY CORPORATION 110.11%0.11%0.11%Q1 2017Q1 20171
Bay Rivers Group 110.48%0.48%0.48%Q4 2019Q4 20191
SYNTAX ADVISORS, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
PenderFund Capital Management Ltd. 110.12%0.12%0.12%Q3 2023Q3 20231
Jade Capital Advisors, LLC 111.93%1.93%1.93%Q4 2019Q4 20191
Birchcreek Wealth Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
CHARLES STEWART MOTT FOUNDATION 110.42%0.42%0.42%Q3 2015Q3 20151
Muzinich & Co., Inc. 110.89%0.89%0.89%Q2 2023Q2 20231
Waverton Investment Management Ltd 110.26%0.26%0.26%Q1 2014Q1 20141
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Parkside Advisors LLC 110.15%0.15%0.15%Q2 2017Q2 20171
GLG INC. 110.25%0.25%0.25%Q4 2013Q4 20131
CASCADE INVESTMENT GROUP, INC. 110.23%0.23%0.23%Q4 2022Q4 20221
GIRARD SECURITIES, INC. 110.19%0.19%0.19%Q4 2016Q4 20161
Schonfeld Group Holdings LLC 110.30%0.30%0.30%Q3 2015Q3 20151
LUPO SECURITIES, LLC 110.16%0.16%0.16%Q4 2014Q4 20141
Yakira Capital Management, Inc. 110.03%0.03%0.03%Q3 2022Q3 20221
FDO Partners, LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Morningstar Investment Services LLC 110.07%0.07%0.07%Q2 2013Q2 20131
Rather & Kittrell, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
HATTON CONSULTING, INC. 110.31%0.31%0.31%Q2 2021Q2 20211
HOWARD WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
BANKERS TRUST CO 110.13%0.13%0.13%Q2 2014Q2 20141
Watson Rebecca 110.07%0.07%0.07%Q2 2020Q2 20201
EDMOND DE ROTHSCHILD (MONACO) 110.20%0.20%0.20%Q3 2016Q3 20161
Longview Partners (Guernsey) LTD 114.49%4.49%4.49%Q2 2013Q2 20131
AXIOM INVESTORS LLC /DE 110.02%0.02%0.02%Q4 2014Q4 20141
New Jersey Better Educational Savings Trust 110.37%0.37%0.37%Q3 2018Q3 20181
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
CLEARBRIDGE, LLC 110.18%0.18%0.18%Q2 2013Q2 20131
Deuterium Capital Management, LLC 110.63%0.63%0.63%Q4 2021Q4 20211
Howard Capital Management Group, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
BOW STREET LLC 117.18%7.18%7.18%Q4 2013Q4 20131
CMG Global Holdings, LLC 110.15%0.15%0.15%Q2 2021Q2 20211
Sage Financial Management Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Jafra Capital Management LP 110.34%0.34%0.34%Q2 2017Q2 20171
Vantage Financial Partners Ltd., Inc. 110.30%0.30%0.30%Q1 2017Q1 20171
Five Oceans Asset Management LTD 110.32%0.32%0.32%Q2 2011Q2 20111
Thornmark Asset Management Inc. 113.45%3.45%3.45%Q2 2013Q2 20131
Vollero Beach Capital Partners LLC 112.43%2.43%2.43%Q1 2016Q1 20161
VIRGINIA RETIREMENT SYSTEM 110.54%0.54%0.54%Q1 2016Q1 20161
Belmont Capital, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
MASTERS CAPITAL MANAGEMENT LLC 113.20%3.20%3.20%Q3 2020Q3 20201
Marathon Asset Management Ltd 110.31%0.31%0.31%Q3 2021Q3 20211
Lebenthal Wealth Advisors, LLC 111.20%1.20%1.20%Q2 2016Q2 20161
Gitterman Wealth Management, LLC 110.21%0.21%0.21%Q4 2021Q4 20211
Nebula Research & Development LLC 110.21%0.21%0.21%Q3 2023Q3 20231
External links

This page lists all the filers that currently own 3M CO or have owned 3M CO in the past.