TORONTO DOMINION BK ONT shareholder history

Current and past TORONTO DOMINION BK ONT shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%1.31%5.62%Q2 2013Q3 2023121
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023108
BANK OF MONTREAL /CAN/ 3920.00%1.36%5.65%Q2 2013Q3 2023106
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.11%Q1 2012Q3 2023104
Walleye Trading LLC 42420.00%0.02%0.19%Q2 2013Q3 2023102
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 2023101
CITIGROUP INC 42420.00%0.02%0.07%Q2 2013Q3 202396
BANK OF AMERICA CORP /DE/ 42420.00%0.07%0.27%Q2 2013Q3 202395
Citadel Advisors 3010.00%0.01%0.10%Q2 2013Q3 202394
TORONTO DOMINION BANK 43430.12%0.92%2.62%Q1 2013Q3 202383
CIBC WORLD MARKET INC. 42420.00%5.28%15.12%Q2 2013Q3 202382
Cutler Group LLC / CA 32320.00%0.01%0.24%Q4 2015Q3 202379
Parallax Volatility Advisers, L.P. 1120.00%0.00%0.04%Q2 2013Q3 202374
HSBC HOLDINGS PLC 47470.00%0.06%0.14%Q1 2012Q3 202370
WOLVERINE TRADING, LLC 1810.00%0.02%0.54%Q2 2016Q3 202370
JANE STREET GROUP, LLC 39390.00%0.01%0.12%Q1 2014Q3 202370
UBS Group AG 36360.00%0.03%0.24%Q4 2014Q3 202368
Twin Tree Management, LP 1810.00%0.04%0.13%Q4 2012Q3 202368
D. E. Shaw & Co., Inc. 42420.00%0.03%0.12%Q2 2013Q3 202367
MILLENNIUM MANAGEMENT LLC 1410.00%0.02%0.11%Q4 2013Q3 202356
Baskin Financial Services Inc. 52520.73%2.27%3.44%Q4 2010Q3 202352
BANK OF NOVA SCOTIA 43430.00%5.52%12.70%Q1 2013Q3 202351
SCOTIA CAPITAL INC. 42420.29%4.77%6.66%Q2 2013Q3 202349
WELLS FARGO & COMPANY/MN 42420.00%0.02%0.06%Q2 2013Q3 202349
CAPITAL FUND MANAGEMENT S.A. 910.00%0.01%0.11%Q3 2013Q3 202349
TWO SIGMA INVESTMENTS, LP 1520.00%0.08%0.36%Q2 2014Q4 202249
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.14%0.30%0.62%Q4 2011Q3 202348
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.95%2.62%Q2 2013Q3 202348
RAYMOND JAMES & ASSOCIATES 3910.00%0.02%0.03%Q2 2013Q3 202347
DEUTSCHE BANK AG\ 41410.00%0.18%0.39%Q3 2013Q3 202347
HighTower Advisors, LLC 42420.00%0.03%0.06%Q2 2013Q3 202346
D.A. DAVIDSON & CO. 42420.00%0.02%0.05%Q2 2013Q3 202345
MUFG Americas Holdings Corp 4050.00%0.02%0.08%Q4 2010Q3 202245
M&T BANK CORP 42420.00%0.09%0.22%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.01%Q4 2012Q3 202344
PEAK6 Group LLC 1550.00%0.03%0.22%Q2 2013Q2 201843
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 43430.02%1.38%4.13%Q1 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.00%0.00%0.01%Q1 2013Q3 202343
Creative Planning 42420.00%0.02%0.06%Q2 2013Q3 202343
Cumberland Partners Ltd 3580.62%4.13%7.60%Q4 2012Q3 202343
ALBERT D MASON INC 43431.00%1.37%1.64%Q2 2013Q4 202343
NEVILLE RODIE & SHAW INC 43430.03%0.11%0.31%Q2 2013Q4 202343
M&R CAPITAL MANAGEMENT INC 43430.05%1.24%2.27%Q2 2013Q4 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.30%1.20%Q1 2013Q3 202343
LVM CAPITAL MANAGEMENT LTD/MI 42420.74%1.95%2.73%Q2 2013Q3 202342
Scheer, Rowlett & Associates Investment Management Ltd. 42426.77%10.06%11.60%Q2 2013Q3 202342
PCJ Investment Counsel Ltd. 42423.00%7.32%10.28%Q2 2013Q3 202342
Ballentine Partners, LLC 42420.02%0.04%0.06%Q2 2013Q3 202342
NORGES BANK 4020.25%0.35%0.46%Q2 2012Q4 202242
Bank of New York Mellon Corp 42420.02%0.04%0.05%Q2 2013Q3 202342
BURNEY CO/ 42420.03%0.05%0.27%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.69%1.22%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.14%0.22%0.30%Q2 2013Q3 202342
Hillsdale Investment Management Inc. 42420.52%2.68%6.32%Q2 2013Q3 202342
CIBC Asset Management Inc 42423.98%6.27%8.13%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.13%0.36%0.92%Q2 2013Q3 202342
Fiera Capital Corp 42421.00%2.41%7.27%Q2 2013Q3 202342
Heathbridge Capital Management Ltd. 42424.26%6.51%9.64%Q2 2013Q3 202342
Invesco Ltd. 42420.05%0.10%0.18%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.07%0.14%0.24%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.01%0.09%0.34%Q2 2013Q3 202342
AXA S.A. 42420.08%0.25%0.41%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.02%0.15%0.32%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.20%2.11%5.88%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.23%2.21%3.70%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.03%0.05%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.01%0.04%0.13%Q2 2013Q3 202342
CAPE COD FIVE CENTS SAVINGS BANK 42420.06%0.12%0.22%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.33%0.53%0.96%Q2 2013Q3 202342
JCIC Asset Management Inc. 42420.12%3.91%6.56%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42422.39%3.71%4.73%Q2 2013Q3 202342
LINCLUDEN MANAGEMENT LTD 42420.10%7.93%10.41%Q2 2013Q3 202342
Beutel, Goodman & Co Ltd. 42424.69%9.35%12.28%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.07%0.34%0.98%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.02%0.04%0.11%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.16%0.31%0.57%Q2 2013Q3 202342
Clark Capital Management Group, Inc. 42420.01%0.12%0.80%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
Rathbones Group PLC 42420.02%0.11%0.35%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.01%0.02%Q2 2013Q3 202342
DAVIS-REA LTD. 42423.11%8.18%15.42%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.04%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.01%0.19%0.39%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.01%0.05%0.08%Q2 2013Q3 202342
Financial Architects, Inc 3640.01%0.16%0.52%Q2 2013Q2 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.04%0.08%0.17%Q2 2013Q3 202342
BANK OF NOVA SCOTIA TRUST CO 42425.38%6.93%9.81%Q2 2013Q3 202342
Legal & General Group Plc 42420.16%0.30%0.46%Q2 2013Q3 202342
Nexus Investment Management ULC 42425.01%5.95%7.00%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.02%0.07%Q2 2013Q3 202342
K.J. Harrison & Partners Inc 42420.48%1.74%2.75%Q2 2013Q3 202342
MONTRUSCO BOLTON INVESTMENTS INC. 42421.16%6.53%11.81%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.05%0.10%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.01%0.04%Q2 2013Q3 202342
KARPAS STRATEGIES, LLC 42420.09%0.15%0.23%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.02%0.03%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.03%0.10%0.35%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.04%0.08%0.25%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.20%0.32%0.51%Q2 2013Q3 202342
ADELL HARRIMAN & CARPENTER INC 42420.08%0.76%1.14%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.19%0.34%0.49%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.01%0.07%0.28%Q2 2013Q3 202342
AVIVA PLC 42420.16%0.40%0.81%Q2 2013Q3 202342
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 42420.06%0.88%2.13%Q2 2013Q3 202342
YHB Investment Advisors, Inc. 42420.03%0.16%0.31%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.03%0.10%0.32%Q2 2013Q3 202342
FOSTER & MOTLEY INC 42420.12%1.32%2.49%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.11%0.21%0.37%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.01%0.03%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.02%0.04%Q2 2013Q3 202342
FMR LLC 42420.04%0.21%0.41%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.00%0.02%Q2 2013Q3 202342
Capital World Investors 42420.05%0.20%0.50%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.23%0.51%0.95%Q2 2013Q3 202342
Coastline Trust Co 42420.20%0.77%1.20%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.02%0.06%0.12%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42424.91%5.86%7.58%Q2 2013Q3 202342
Alberta Investment Management Corp 42420.48%2.97%8.40%Q2 2013Q3 202342
GUARDIAN CAPITAL LP 42422.76%6.47%8.65%Q2 2013Q3 202342
1832 Asset Management L.P. 42420.99%3.06%4.59%Q2 2013Q3 202342
GRIMES & COMPANY, INC. 42420.07%0.21%0.56%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.01%0.05%0.13%Q2 2013Q3 202342
Addenda Capital Inc. 42425.51%7.81%10.46%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.07%0.15%0.24%Q2 2013Q3 202342
INTACT INVESTMENT MANAGEMENT INC. 42422.15%4.26%6.98%Q2 2013Q3 202342
Saturna Capital CORP 42420.01%0.08%0.17%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.32%0.64%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.63%0.82%1.08%Q2 2013Q3 202342
LETKO, BROSSEAU & ASSOCIATES INC 42422.28%3.25%4.41%Q2 2013Q3 202342
First Horizon Advisors, Inc. 3480.00%0.01%0.07%Q1 2012Q3 202342
APG Asset Management N.V. 42420.22%0.43%0.66%Q2 2013Q3 202342
Burgundy Asset Management Ltd. 42420.63%1.52%2.76%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 31100.00%0.00%0.01%Q2 2013Q3 202341
GUGGENHEIM CAPITAL LLC 29120.00%0.01%0.03%Q2 2013Q3 202341
HM PAYSON & CO 22190.02%0.04%0.05%Q2 2013Q3 202341
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 25160.13%0.21%0.34%Q2 2013Q3 202341
MACKENZIE FINANCIAL CORP 30112.38%2.97%3.94%Q2 2013Q3 202341
ACADIAN ASSET MANAGEMENT LLC 41410.01%1.02%2.84%Q3 2013Q3 202341
CREDIT SUISSE AG/ 40400.00%0.14%0.24%Q4 2013Q3 202341
BESSEMER GROUP INC 24170.00%0.00%0.06%Q2 2013Q3 202341
Essex Financial Services, Inc. 41410.04%0.17%0.42%Q3 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 41410.01%0.02%0.02%Q3 2013Q3 202341
Janney Montgomery Scott LLC 41410.01%0.02%0.06%Q2 2013Q2 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.01%0.02%0.04%Q2 2013Q3 202341
LOWE BROCKENBROUGH & CO INC 41410.03%0.07%0.15%Q2 2013Q2 202341
Gradient Investments LLC 24170.00%0.09%0.53%Q2 2013Q3 202341
JARISLOWSKY, FRASER Ltd 29120.73%5.95%8.77%Q2 2013Q3 202341
Hartford Financial Management Inc. 3470.01%0.12%0.21%Q2 2013Q3 202341
WESBANCO BANK INC 30110.02%0.08%0.29%Q2 2013Q3 202341
DekaBank Deutsche Girozentrale 41410.07%0.40%0.58%Q3 2013Q3 202341
WRIGHT INVESTORS SERVICE INC 3740.36%0.66%1.32%Q2 2013Q3 202341
Spot Trading L.L.C 16160.00%0.02%0.07%Q2 2013Q1 201740
Oakworth Capital, Inc. 40400.00%0.00%0.01%Q4 2013Q3 202340
DAVIS R M INC 40400.01%0.02%0.04%Q4 2013Q3 202340
NATIXIS ADVISORS, L.P. 3370.01%0.02%0.05%Q2 2013Q3 202340
Tower Research Capital LLC (TRC) 2840.00%0.05%0.61%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.03%0.06%Q4 2013Q3 202340
Compagnie Lombard Odier SCmA 40400.00%0.01%0.05%Q4 2013Q3 202340
Telos Capital Management, Inc. 2240.03%0.11%0.22%Q2 2013Q3 202340
Capital International Investors 40400.00%0.14%0.38%Q2 2013Q1 202340
Gulf International Bank (UK) Ltd 40400.02%0.23%0.59%Q4 2013Q3 202340
NATIXIS 3280.00%0.03%0.11%Q2 2013Q2 202340
Covington Investment Advisors Inc. 40400.66%1.18%1.93%Q2 2013Q1 202340
STIFEL FINANCIAL CORP 39390.00%0.02%0.10%Q1 2014Q3 202339
Moors & Cabot, Inc. 39390.11%0.14%0.21%Q1 2014Q3 202339
WELLINGTON MANAGEMENT GROUP LLP 29100.00%0.00%0.00%Q2 2013Q3 202339
COMERICA BANK 39390.02%0.04%0.06%Q2 2013Q4 202239
Cardinal Capital Management, Inc. 39390.98%6.15%7.37%Q1 2014Q3 202339
Mawer Investment Management Ltd. 3090.10%2.04%4.92%Q3 2013Q3 202339
Checchi Capital Advisers, LLC 3180.02%0.07%0.28%Q4 2013Q3 202339
Capital Research Global Investors 3810.02%0.30%1.00%Q2 2013Q3 202339
First Long Island Investors, LLC 39391.35%1.73%2.01%Q1 2014Q3 202339
Hemenway Trust Co LLC 27120.05%0.09%0.14%Q1 2013Q3 202339
Connor, Clark & Lunn Investment Management Ltd. 39393.64%5.59%7.38%Q1 2014Q3 202339
BLUESTEIN R H & CO LLC 38380.01%0.03%0.06%Q2 2013Q3 202238
American Research & Management Co. 38380.59%0.77%0.94%Q2 2013Q3 202238
Mariner, LLC 3440.01%0.04%0.17%Q2 2013Q3 202338
WASHINGTON TRUST Co 2110.01%0.15%0.58%Q2 2013Q3 202338
EATON VANCE MANAGEMENT 38380.01%0.04%0.11%Q2 2013Q3 202238
AGF INVESTMENTS INC. 38380.38%1.33%2.41%Q2 2013Q3 202238
VANGUARD GROUP INC 3530.00%0.09%0.12%Q2 2013Q3 202338
TOCQUEVILLE ASSET MANAGEMENT L.P. 3510.01%0.01%0.01%Q2 2013Q2 202338
Ashfield Capital Partners, LLC 38380.01%0.04%0.08%Q2 2013Q3 202238
MARK SHEPTOFF FINANCIAL PLANNING, LLC 37370.01%0.02%0.03%Q1 2014Q1 202337
PEAK6 Investments LLC 21210.00%0.02%0.08%Q3 2018Q3 202337
GODSEY & GIBB, INC 3211.81%2.40%6.42%Q2 2013Q3 202337
BAR HARBOR WEALTH MANAGEMENT 37370.02%0.06%0.10%Q1 2013Q1 202237
Cubist Systematic Strategies, LLC 1310.00%0.04%0.14%Q3 2014Q3 202337
Grantham, Mayo, Van Otterloo & Co. LLC 3520.00%0.19%0.94%Q2 2013Q3 202337
EdgePoint Investment Group Inc. 37370.37%0.82%1.51%Q2 2013Q2 202237
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 37370.03%0.26%0.50%Q2 2013Q2 202237
Korea Investment CORP 3510.14%0.36%0.50%Q1 2014Q3 202336
Azimuth Capital Management LLC 36360.13%0.26%0.48%Q2 2013Q1 202236
OPPENHEIMER & CO INC 1980.01%0.02%0.04%Q3 2013Q3 202336
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 36360.00%0.26%0.64%Q4 2014Q3 202336
COMMERCE BANK 1310.00%0.00%0.01%Q3 2013Q2 202336
ADVISOR PARTNERS LLC 3150.06%0.15%0.55%Q2 2013Q2 202236
CIDEL ASSET MANAGEMENT INC 36363.74%7.68%10.92%Q4 2014Q3 202336
Candriam S.C.A. 36360.05%0.12%0.27%Q4 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.01%0.02%0.04%Q2 2013Q1 202236
AMF Tjanstepension AB 36360.00%0.68%1.12%Q4 2014Q3 202336
Blue Chip Partners, LLC 36360.03%0.75%1.66%Q4 2014Q3 202336
LEAVELL INVESTMENT MANAGEMENT, INC. 2310.01%0.06%0.15%Q2 2010Q3 202335
Carroll Financial Associates, Inc. 35350.00%0.00%0.01%Q2 2013Q4 202135
Allworth Financial LP 35350.00%0.00%0.01%Q1 2015Q3 202335
HENNESSY ADVISORS INC 35350.07%0.22%0.43%Q1 2015Q3 202335
TWO SIGMA SECURITIES, LLC 840.00%0.01%0.04%Q4 2017Q3 202335
Neuberger Berman Group LLC 3320.00%0.02%0.08%Q2 2013Q3 202335
VIRGINIA RETIREMENT SYSTEMS ET AL 24110.08%0.29%0.76%Q2 2013Q1 202235
TDAM USA INC. 35350.36%0.59%0.78%Q2 2013Q4 202135
American Assets Investment Management, LLC 35350.64%0.94%1.38%Q1 2015Q3 202335
HMS Capital Management, LLC 1470.26%0.56%1.02%Q3 2016Q3 202335
Community Bank, N.A. 35350.08%0.13%0.17%Q1 2015Q3 202335
CREDIT AGRICOLE S A 18170.00%0.09%0.46%Q2 2013Q3 202335
CONDOR CAPITAL MANAGEMENT 35350.05%0.08%0.13%Q2 2014Q4 202235
BURNS J W & CO INC/NY 35350.04%0.07%0.08%Q1 2015Q3 202335
SCHRODER INVESTMENT MANAGEMENT GROUP 35350.34%0.73%1.69%Q2 2013Q4 202135
Renaissance Technologies 2910.00%0.10%0.38%Q2 2013Q2 202335
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3220.88%1.19%1.51%Q1 2015Q3 202334
SECURITY NATIONAL BANK OF SO DAK 3220.79%1.12%1.43%Q1 2015Q3 202334
Baird Financial Group, Inc. 34340.00%0.04%0.21%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.06%0.17%Q2 2015Q3 202334
Advisory Services Network, LLC 1310.00%0.01%0.03%Q4 2013Q3 202334
NOMURA ASSET MANAGEMENT CO LTD 2520.00%0.01%0.04%Q2 2013Q3 202334
DORCHESTER WEALTH MANAGEMENT Co 34343.26%4.57%5.62%Q2 2015Q3 202334
AMP Capital Investors Ltd 34340.16%0.23%0.29%Q2 2013Q3 202134
PORTLAND INVESTMENT COUNSEL INC. 24100.24%4.48%14.34%Q2 2014Q3 202334
PRICE T ROWE ASSOCIATES INC /MD/ 34340.00%0.01%0.05%Q1 2014Q2 202234
Stonebridge Capital Advisors LLC 1850.00%0.30%0.93%Q4 2013Q2 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 3010.00%0.02%0.06%Q2 2013Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.00%0.03%0.09%Q2 2013Q2 202133
Glassman Wealth Services 2420.00%0.01%0.02%Q4 2014Q3 202333
QS Investors, LLC 33330.00%0.05%0.11%Q2 2013Q2 202133
Eagle Ridge Investment Management 33330.62%0.77%0.90%Q3 2015Q3 202333
NOMURA HOLDINGS INC 1210.00%0.02%0.19%Q4 2012Q2 202033
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.01%0.03%Q2 2013Q2 202133
Parsec Financial Management, Inc. 33330.48%0.81%1.10%Q1 2015Q1 202333
Raab & Moskowitz Asset Management LLC 2670.08%0.40%1.00%Q4 2013Q1 202233
Advisors Asset Management, Inc. 17160.00%0.04%0.15%Q2 2013Q3 202333
PARK CIRCLE Co 33330.14%0.85%1.97%Q3 2015Q3 202333
Raymond James Financial Services Advisors, Inc. 33330.01%0.02%0.05%Q3 2015Q3 202333
Lombard Odier Asset Management (Switzerland) SA 2720.02%0.11%0.37%Q2 2014Q3 202333
VAN ECK ASSOCIATES CORP 2230.00%0.01%0.04%Q2 2013Q3 202333
People's United Financial, Inc. 17160.01%0.02%0.20%Q2 2013Q1 202233
BNP PARIBAS FINANCIAL MARKETS 2520.00%0.02%0.27%Q2 2013Q1 202332
BECK MACK & OLIVER LLC 2750.01%0.03%0.07%Q2 2013Q4 202132
OMERS ADMINISTRATION Corp 2390.31%2.63%4.71%Q3 2015Q3 202332
RATIONAL ADVISORS LLC 1410.00%0.19%0.56%Q4 2009Q3 202032
PRIVATE ASSET MANAGEMENT INC 32320.04%0.06%0.09%Q4 2015Q3 202332
REILLY FINANCIAL ADVISORS, LLC 19130.00%0.05%1.52%Q2 2013Q4 202132
BALDWIN BROTHERS LLC/MA 32320.00%0.11%0.34%Q1 2016Q4 202332
SILVERCREST ASSET MANAGEMENT GROUP LLC 1240.00%0.00%0.00%Q2 2014Q3 202332
CWM, LLC 2480.00%0.03%0.07%Q3 2015Q3 202332
SIGNATUREFD, LLC 2570.00%0.03%0.06%Q1 2015Q3 202332
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2520.00%0.02%0.05%Q1 2014Q3 202332
IFP Advisors, Inc 17140.00%0.01%0.04%Q4 2015Q3 202331
VOYA INVESTMENT MANAGEMENT LLC 2320.00%0.01%0.01%Q2 2013Q3 202331
Johnson Financial Group, Inc. 2560.00%0.01%0.08%Q3 2014Q3 202331
FIDUCIARY TRUST CO 31310.11%0.14%0.18%Q1 2016Q3 202331
FIL Ltd 2290.02%1.77%3.30%Q2 2013Q3 202331
Geneos Wealth Management Inc. 31310.01%0.02%0.05%Q1 2016Q3 202331
Cardinal Capital Management 31310.45%0.55%0.66%Q1 2016Q3 202331
Intercontinental Wealth Advisors, LLC 31310.09%0.90%2.41%Q4 2015Q2 202331
Aperio Group, LLC 31310.10%0.22%0.42%Q2 2013Q4 202031
Sheaff Brock Investment Advisors, LLC 17140.02%0.04%0.12%Q4 2015Q3 202331
DONALDSON CAPITAL MANAGEMENT, LLC 1410.02%0.27%2.43%Q1 2011Q3 202330
Manitou Investment Management Ltd. 30300.33%0.92%3.90%Q3 2015Q4 202230
SVB WEALTH LLC 1120.00%0.01%0.04%Q4 2014Q3 202330
PATHSTONE FAMILY OFFICE, LLC 2730.00%0.05%0.26%Q1 2016Q3 202330
Hexavest Inc. 30300.05%0.31%0.95%Q2 2013Q3 202030
VALLEY NATIONAL ADVISERS INC 30300.00%0.05%0.20%Q2 2016Q3 202330
RAYMOND JAMES TRUST N.A. 29290.02%0.02%0.03%Q3 2016Q3 202329
UNITED SERVICES AUTOMOBILE ASSOCIATION 29290.00%0.17%0.58%Q3 2016Q3 202329
Haverford Trust Co 1910.00%0.01%0.02%Q4 2014Q4 202229
MITCHELL CAPITAL MANAGEMENT CO 2180.09%0.67%2.70%Q2 2013Q1 202329
TWO SIGMA ADVISERS, LP 1410.00%0.06%0.20%Q1 2014Q4 202229
Polar Capital LLP 29290.06%0.13%0.17%Q3 2013Q3 202029
Jacobi Capital Management LLC 2720.01%0.05%0.11%Q2 2016Q3 202329
DAVENPORT & Co LLC 29290.00%0.00%0.01%Q3 2016Q3 202329
Buckingham Capital Management, Inc. 29290.12%0.37%0.46%Q2 2013Q2 202029
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.03%Q1 2011Q3 202329
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 29290.13%0.24%0.42%Q4 2013Q4 202029
STRS OHIO 1440.02%0.09%0.17%Q1 2015Q3 202328
Highlander Capital Management, LLC 2350.00%0.19%0.26%Q1 2015Q3 202328
Parallel Advisors, LLC 28280.01%0.01%0.02%Q4 2016Q3 202328
DELTA ASSET MANAGEMENT LLC/TN 28280.00%0.00%0.01%Q2 2013Q1 202028
BAROMETER CAPITAL MANAGEMENT INC. 910.07%2.18%6.06%Q3 2014Q3 202328
Covenant Asset Management, LLC 28280.09%0.30%0.60%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.01%0.22%0.46%Q4 2016Q3 202328
GEODE CAPITAL MANAGEMENT, LLC 28280.00%0.03%0.06%Q4 2016Q3 202328
USS Investment Management Ltd 28280.10%0.25%0.39%Q4 2016Q3 202328
Bray Capital Advisors 2350.00%0.05%0.59%Q4 2014Q3 202328
World Asset Management Inc 28280.04%0.15%0.21%Q2 2013Q1 202028
Sargent Bickham Lagudis LLC 28280.02%0.03%0.05%Q1 2016Q4 202228
FORSTA AP-FONDEN 2710.25%0.37%0.65%Q4 2015Q3 202328
Global Retirement Partners, LLC 28280.00%0.02%0.08%Q4 2016Q3 202328
FARMERS & MERCHANTS INVESTMENTS INC 28280.01%0.03%0.06%Q4 2016Q3 202328
NEXT Financial Group, Inc 1410.00%0.01%0.12%Q2 2014Q4 202128
BROWN ADVISORY INC 28280.00%0.00%0.00%Q4 2016Q3 202328
COMMERZBANK AKTIENGESELLSCHAFT /FI 2610.00%0.04%0.12%Q2 2013Q1 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.02%Q2 2013Q4 201927
Highstreet Asset Management Inc. 27272.50%5.24%7.89%Q2 2013Q4 201927
Baystate Wealth Management LLC 2610.01%0.02%0.07%Q2 2013Q3 202327
Alexandria Capital, LLC 16110.01%0.43%1.31%Q2 2013Q3 202127
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
Greystone Managed Investments Inc. 26265.71%7.67%9.42%Q2 2013Q3 201926
Lenox Wealth Advisors, LLC 1880.01%0.01%0.04%Q3 2015Q1 202226
Chicago Partners Investment Group LLC 14120.01%0.04%0.13%Q3 2016Q3 202326
LAZARD ASSET MANAGEMENT LLC 2310.00%0.02%0.05%Q1 2014Q3 202326
First Allied Advisory Services, Inc. 26260.01%0.06%0.30%Q3 2013Q4 201926
MML INVESTORS SERVICES, LLC 26260.00%0.01%0.02%Q2 2017Q3 202326
NewSquare Capital LLC 2510.00%0.42%0.77%Q3 2016Q3 202326
Beaton Management Co. Inc. 26263.30%3.88%5.05%Q2 2017Q3 202326
Winslow, Evans & Crocker, Inc. 2510.01%0.02%0.03%Q4 2013Q4 202026
Boston Common Asset Management, LLC 26260.10%0.19%0.56%Q2 2013Q3 201926
ASSETMARK, INC 1030.00%0.00%0.01%Q4 2015Q3 202326
Family Legacy, Inc. 2420.55%0.70%0.81%Q1 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.20%0.35%0.51%Q3 2016Q3 202326
Boston Trust Walden Corp 26260.01%0.01%0.02%Q2 2017Q3 202326
Skandinaviska Enskilda Banken AB (publ) 1790.03%0.26%0.44%Q4 2016Q3 202326
HALL LAURIE J TRUSTEE 13130.01%0.11%0.25%Q2 2013Q4 201926
Riggs Asset Managment Co. Inc. 2330.00%0.01%0.01%Q1 2017Q3 202326
MASSMUTUAL TRUST CO FSB/ADV 1510.00%0.00%0.00%Q3 2015Q4 202325
Kistler-Tiffany Companies, LLC 1310.00%0.04%0.11%Q2 2013Q2 202325
AUA CAPITAL MANAGEMENT, LLC 25250.00%0.00%0.00%Q4 2016Q4 202225
Bogart Wealth, LLC 25250.00%0.10%0.36%Q3 2017Q3 202325
West Oak Capital, LLC 25250.00%0.00%0.02%Q2 2013Q2 201925
BRIDGES INVESTMENT MANAGEMENT INC 13120.02%0.09%0.15%Q2 2013Q2 202025
NICHOLS & PRATT ADVISERS LLP /MA 2230.10%0.12%0.13%Q2 2013Q3 201925
WILLIAMS JONES & ASSOCIATES LLC 25250.02%0.08%0.27%Q2 2013Q2 201925
Mercer Capital Advisers, Inc. 25250.03%0.33%0.48%Q4 2014Q4 202025
NN Investment Partners Holdings N.V. 25250.08%0.48%1.13%Q1 2016Q1 202225
CAPITAL GUARDIAN TRUST CO 25250.01%0.03%0.06%Q2 2013Q2 201925
Newman Dignan & Sheerar, Inc. 25250.01%0.21%0.40%Q2 2013Q2 201925
Parkside Financial Bank & Trust 2120.00%0.01%0.02%Q3 2015Q1 202325
TRUIST FINANCIAL CORP 1690.00%0.00%0.01%Q3 2015Q3 202325
GIRARD PARTNERS LTD. 1250.04%0.22%0.54%Q4 2013Q3 202325
Voya Financial Advisors, Inc. 25250.03%0.08%0.12%Q1 2015Q1 202125
Cetera Advisor Networks LLC 1210.00%0.02%0.04%Q4 2015Q3 202325
State of Tennessee, Treasury Department 1820.26%0.46%0.86%Q4 2014Q3 202325
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1870.25%0.88%1.47%Q3 2015Q3 202325
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1310.00%0.00%0.01%Q4 2016Q3 202325
Norway Savings Bank 25250.05%0.06%0.08%Q4 2016Q4 202225
HAP Trading, LLC 710.00%0.08%0.73%Q3 2017Q2 202325
Fisher Asset Management, LLC 2210.00%0.01%0.02%Q2 2013Q3 202325
SeaCrest Wealth Management, LLC 24240.05%0.07%0.10%Q4 2017Q3 202324
BNP Paribas Asset Management Holding S.A. 24240.06%0.13%0.22%Q2 2013Q1 201924
Onex Canada Asset Management Inc. 24241.97%3.54%6.26%Q4 2017Q3 202324
EARNEST PARTNERS LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
SUNTRUST BANKS INC 1590.00%0.01%0.03%Q2 2013Q3 201924
SEI INVESTMENTS CO 1860.00%0.01%0.13%Q4 2014Q3 202324
AQR Capital Management 2310.00%0.11%0.24%Q2 2013Q2 201924
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.02%0.04%Q4 2017Q3 202324
REGENTATLANTIC CAPITAL LLC 810.01%0.02%0.04%Q2 2013Q3 202224
Claret Asset Management Corp 24240.57%0.71%0.95%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Polar Asset Management Partners Inc. 1810.01%0.21%1.21%Q4 2017Q2 202324
McIlrath & Eck, LLC 24240.01%0.11%0.20%Q4 2017Q3 202324
Laurel Wealth Advisors, Inc. 24240.06%0.12%0.20%Q1 2017Q4 202224
Valmark Advisers, Inc. 24240.01%0.01%0.03%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.51%0.63%0.88%Q4 2017Q3 202324
Stratos Wealth Partners, LTD. 2220.03%0.05%0.10%Q3 2017Q3 202324
First National Bank of Mount Dora, Trust Investment Services 24240.36%0.63%1.32%Q2 2013Q1 201924
Archford Capital Strategies, LLC 24240.11%0.22%0.35%Q1 2014Q4 201924
LifePlan Financial Group, Inc 1680.05%0.15%0.25%Q3 2013Q3 202024
QV Investors Inc. 13112.24%4.27%6.12%Q2 2017Q2 202324
Sandy Spring Bank 1010.00%0.00%0.00%Q2 2013Q3 202324
TAYLOR ASSET MANAGEMENT INC 24245.47%7.26%10.56%Q2 2013Q1 201924
HoyleCohen, LLC 24240.03%0.04%0.06%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.00%0.01%0.01%Q4 2017Q3 202324
Rockefeller Capital Management L.P. 23230.01%0.05%0.09%Q1 2018Q3 202323
NICOLA WEALTH MANAGEMENT LTD. 23231.79%3.18%5.08%Q1 2018Q3 202323
Jackson, Grant Investment Advisers, Inc. 23230.03%0.06%0.07%Q4 2015Q2 202123
Johanson Financial Advisors, Inc. 2030.20%0.32%0.48%Q1 2016Q4 202123
OneDigital Investment Advisors LLC 1810.00%0.02%0.05%Q2 2017Q3 202323
Waratah Capital Advisors Ltd. 620.04%0.37%1.54%Q2 2013Q4 202223
SANTA BARBARA ASSET MANAGEMENT, LLC 1580.03%0.06%0.15%Q2 2013Q1 201923
EXANE DERIVATIVES 22220.00%0.11%0.42%Q4 2014Q1 202023
Doyle Wealth Management 23230.12%0.21%0.39%Q1 2017Q3 202223
Man Group plc 23230.01%0.14%0.42%Q1 2018Q3 202323
Cornerstone Advisors, Inc. 2030.00%0.05%0.16%Q4 2014Q3 202023
AdvisorNet Financial, Inc 23230.00%0.00%0.00%Q4 2017Q2 202323
Cypress Capital Group 2210.04%0.06%0.09%Q2 2013Q3 202323
BANCED CORP 23230.31%0.54%0.72%Q2 2013Q4 201823
JANUS HENDERSON GROUP PLC 23230.02%0.05%0.10%Q1 2018Q3 202323
Biondo Investment Advisors, LLC 23230.63%0.91%1.09%Q2 2013Q4 201823
RIVERHEAD CAPITAL MANAGEMENT LLC 23230.01%0.03%0.05%Q1 2014Q3 201923
TOMPKINS FINANCIAL CORP 1310.00%0.04%0.08%Q2 2013Q4 202323
Steward Partners Investment Advisory, LLC 23230.02%0.04%0.14%Q1 2018Q3 202323
Aries Wealth Management 1760.19%0.35%0.64%Q4 2017Q3 202323
Cetera Advisors LLC 2110.01%0.02%0.03%Q1 2015Q3 202322
AFT, FORSYTH & COMPANY, INC. 1120.13%0.25%0.40%Q2 2013Q4 202222
Tradewinds Capital Management, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
LS Investment Advisors, LLC 22220.00%0.00%0.01%Q2 2013Q3 201822
ONTARIO TEACHERS PENSION PLAN BOARD 1110.00%0.33%1.69%Q2 2013Q1 202222
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1840.04%0.07%0.08%Q3 2016Q3 202322
NBT BANK N A /NY 22220.04%0.29%0.55%Q2 2013Q3 201822
Anchor Investment Management, LLC 1810.00%0.00%0.01%Q1 2016Q4 202322
Lombard Odier Asset Management (Europe) Ltd 1620.06%0.15%0.53%Q2 2016Q3 202322
Wealthcare Advisory Partners LLC 11110.01%0.07%0.19%Q3 2017Q3 202322
BDO Wealth Advisors, LLC 1480.00%0.01%0.02%Q2 2017Q2 202322
Patriot Financial Group Insurance Agency, LLC 1660.02%0.05%0.12%Q4 2016Q2 202222
SYNOVUS FINANCIAL CORP 1390.00%0.00%0.01%Q2 2013Q1 202022
Weaver C. Barksdale & Associates, Inc. 1480.41%1.31%2.09%Q3 2014Q3 202322
Quadrature Capital Ltd 810.10%0.83%2.29%Q4 2015Q3 202322
PINNACLE FINANCIAL PARTNERS INC 1630.01%0.03%0.08%Q1 2016Q3 202322
CITY HOLDING CO 22220.00%0.00%0.01%Q3 2015Q4 202022
CORDA Investment Management, LLC. 21210.83%2.84%3.90%Q1 2015Q1 202021
Creegan & Nassoura Financial Group, LLC 1651.19%1.37%1.59%Q3 2015Q3 202321
Pinnacle Bancorp, Inc. 2010.05%0.07%0.08%Q1 2017Q3 202321
North Star Investment Management Corp. 1290.00%0.01%0.01%Q1 2017Q2 202221
Covington Capital Management 21210.00%0.00%0.01%Q3 2017Q3 202221
Henry James International Management Inc. 21210.11%0.20%0.35%Q3 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 21210.00%0.01%0.01%Q3 2018Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.28%0.52%0.67%Q2 2013Q2 201821
SIG North Trading, ULC 880.01%1.90%3.96%Q4 2021Q3 202321
DSM CAPITAL PARTNERS LLC 1220.01%0.65%2.83%Q3 2017Q3 202321
LINCOLN NATIONAL CORP 1380.01%0.02%0.05%Q2 2016Q3 202321
Fiduciary Trust Co International of Pennsylvania 1290.06%0.12%0.18%Q2 2013Q1 202021
AMERICAN CENTURY COMPANIES INC 21210.00%0.04%0.13%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
HIGHLAND CAPITAL MANAGEMENT, LLC 1920.06%0.11%0.14%Q2 2018Q3 202321
WASHINGTON TRUST BANK 21210.00%0.01%0.02%Q1 2014Q1 201921
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.01%1.10%3.64%Q4 2019Q3 202321
LSV ASSET MANAGEMENT 21210.01%0.01%0.01%Q3 2014Q3 201921
Investors Research Corp 1910.06%0.08%0.12%Q3 2018Q3 202320
180 WEALTH ADVISORS, LLC 1280.10%0.37%1.02%Q4 2017Q3 202320
Cordasco Financial Network 20200.45%0.67%0.87%Q4 2013Q3 201820
Verdence Capital Advisors LLC 1240.03%0.04%0.07%Q4 2017Q3 202320
Old Port Advisors 1810.17%0.25%0.36%Q2 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.01%0.01%0.04%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.06%0.25%Q1 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.02%0.05%0.10%Q4 2018Q3 202320
Cascade Investment Advisors, Inc. 1910.01%0.02%0.02%Q4 2017Q1 202320
Unigestion Holding SA 1550.01%0.72%1.86%Q2 2018Q3 202320
Lindbrook Capital, LLC 20200.02%0.04%0.10%Q4 2018Q3 202320
CRA Financial Services, LLC 20200.15%0.32%0.82%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.03%0.06%Q4 2014Q3 201920
American Portfolios Advisors 20200.00%0.01%0.02%Q4 2017Q3 202220
Paloma Partners Management Co 510.00%0.04%0.19%Q3 2013Q4 202120
Quantbot Technologies LP 610.01%0.09%0.37%Q2 2014Q4 202120
BREWIN DOLPHIN LTD 20200.17%0.80%1.52%Q3 2017Q2 202220
Fieldpoint Private Securities, LLC 1210.01%0.24%0.61%Q1 2017Q2 202220
TFG Advisers LLC 20200.23%0.28%0.33%Q4 2018Q3 202320
Archer Investment Corp 20200.23%0.33%0.50%Q4 2018Q3 202320
Valeo Financial Advisors, LLC 1550.00%0.01%0.02%Q3 2017Q3 202320
Claro Advisors LLC 20200.49%1.02%1.67%Q4 2018Q3 202320
X-Square Capital, LLC 1190.13%0.19%0.30%Q4 2017Q1 202320
Kavar Capital Partners, LLC 20200.36%0.87%1.13%Q4 2015Q3 202020
NorthCoast Asset Management LLC 710.01%0.22%1.65%Q2 2013Q3 202120
Raub Brock Capital Management LP 19193.50%3.96%4.48%Q2 2013Q4 201719
UBS ASSET MANAGEMENT AMERICAS INC 1270.00%0.00%0.01%Q2 2013Q3 201919
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%0.62%2.44%Q2 2013Q4 201719
Stonehage Fleming Financial Services Holdings Ltd 1210.00%0.02%0.04%Q4 2014Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.03%0.04%Q1 2019Q3 202319
INVESTMENT PARTNERS, LTD. 520.09%0.15%0.25%Q2 2016Q3 202319
Private Capital Group, LLC 19190.01%0.02%0.04%Q4 2017Q2 202219
Kingsview Wealth Management, LLC 19190.02%0.14%0.38%Q1 2017Q3 202119
Verition Fund Management LLC 510.00%0.22%1.59%Q1 2015Q1 202319
Belpointe Asset Management LLC 1030.01%0.03%0.10%Q3 2017Q3 202319
TSFG, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Freedom Investment Management, Inc. 1540.02%0.08%0.27%Q3 2016Q4 202219
Zions Bancorporation, N.A. 19190.00%0.00%0.01%Q1 2019Q3 202319
CLEAR STREET MARKETS LLC 620.00%0.09%1.04%Q3 2013Q3 202319
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.00%0.10%0.32%Q1 2015Q2 202319
MEANS INVESTMENT CO., INC. 19190.06%0.10%0.14%Q1 2019Q3 202319
MU Investments Co., Ltd. 19190.01%0.11%0.24%Q2 2013Q4 201719
OGOREK ANTHONY JOSEPH /NY/ /ADV 1610.00%0.01%0.02%Q4 2017Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%1.19%2.08%Q3 2018Q3 202319
Assenagon Asset Management S.A. 1090.01%0.01%0.04%Q2 2018Q3 202319
WOLVERINE ASSET MANAGEMENT LLC 920.00%0.01%0.13%Q2 2013Q3 201719
Nikko Asset Management Americas, Inc. 19190.00%0.05%0.13%Q2 2013Q4 201719
Independent Advisor Alliance 1270.00%0.11%0.20%Q4 2016Q3 202319
CALTON & ASSOCIATES, INC. 1810.04%0.08%0.15%Q4 2017Q2 202319
Evercore Wealth Management, LLC 19190.00%0.00%0.01%Q2 2013Q4 201719
CORTLAND ADVISERS LLC 18181.38%2.49%3.01%Q2 2015Q3 201918
Costello Asset Management, INC 1440.28%0.47%0.94%Q4 2018Q3 202318
Mariner Wealth Advisors-Cincinnati, LLC 1260.27%0.46%0.56%Q4 2013Q3 201818
Mn Services Vermogensbeheer B.V. 1510.41%0.61%0.87%Q1 2016Q3 202118
ING GROEP NV 910.00%0.18%1.82%Q3 2013Q3 202318
I.G. INVESTMENT MANAGEMENT, LTD. 18183.16%4.37%5.03%Q2 2013Q3 201718
DELTA FINANCIAL ADVISORS LLC 18180.76%0.89%1.02%Q2 2019Q3 202318
Ledyard National Bank 1710.00%0.01%0.02%Q4 2013Q4 201818
SRS Capital Advisors, Inc. 1080.00%0.03%0.10%Q4 2016Q3 202318
River Wealth Advisors LLC 1530.03%0.06%0.09%Q2 2018Q3 202318
PREMIER ASSET MANAGEMENT LLC 1350.06%0.11%0.21%Q4 2014Q1 202218
Bartlett & Co. LLC 810.00%0.00%0.00%Q2 2016Q4 202318
Copeland Capital Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Integrated Wealth Concepts LLC 18180.01%0.05%0.08%Q2 2019Q3 202318
STEPHENS INC /AR/ 1410.00%0.03%0.05%Q4 2015Q2 202218
FIC CAPITAL INC 18180.66%0.84%1.09%Q2 2013Q3 201718
Vigilant Capital Management, LLC 910.00%0.01%0.03%Q3 2013Q2 202318
CenterStar Asset Management, LLC 530.00%0.21%0.96%Q4 2017Q4 202118
Corbenic Partners LLC 18180.02%0.03%0.06%Q2 2013Q3 201718
BRIDGES INVESTMENT COUNSEL INC/ 1530.10%0.26%0.41%Q2 2013Q4 201718
UBS AG 660.00%0.03%0.18%Q2 2013Q3 201418
ETRADE Capital Management LLC 18180.02%0.02%0.04%Q2 2016Q3 202018
Commonwealth Equity Services, Inc 18180.03%0.04%0.04%Q2 2013Q3 201718
TAP Consulting, LLC 1610.11%0.16%0.31%Q1 2019Q2 202317
Winfield Associates, Inc. 17170.03%0.04%0.05%Q4 2013Q4 201717
CAPSTONE ASSET MANAGEMENT CO 17170.13%0.24%0.33%Q2 2013Q2 201717
DREMAN VALUE MANAGEMENT, L L C 980.00%0.34%0.78%Q4 2013Q1 201817
Joel Isaacson & Co., LLC 17170.01%0.02%0.03%Q4 2012Q4 201617
Tetrem Capital Management Ltd. 17174.21%6.38%7.69%Q2 2013Q2 201717
WEBSTER BANK, N. A. 17170.00%0.00%0.00%Q4 2016Q4 202017
CENTAURUS FINANCIAL, INC. 1610.00%0.02%0.04%Q2 2018Q3 202317
Forester Capital Management, LTD 17170.06%0.13%0.22%Q2 2013Q2 201717
Pacifica Partners Inc. 17171.72%2.13%2.49%Q4 2019Q4 202317
Clearstead Advisors, LLC 1520.01%0.02%0.04%Q2 2017Q3 202317
Thomas J. Herzfeld Advisors, Inc. 17170.00%0.01%0.02%Q1 2016Q1 202017
Ilmarinen Mutual Pension Insurance Co 17170.14%0.41%0.71%Q3 2019Q3 202317
MCKINLEY CAPITAL MANAGEMENT LLC 840.01%0.80%1.19%Q2 2014Q1 202017
PineBridge Investments, L.P. 720.00%0.02%0.04%Q2 2013Q3 202317
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
WFG Advisors, LP 17170.01%0.06%0.11%Q2 2013Q2 201717
Sound View Wealth Advisors Group, LLC 1430.03%0.09%0.25%Q2 2019Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.03%0.07%Q1 2018Q1 202217
BB&T SECURITIES, LLC 17170.01%0.07%0.12%Q3 2015Q3 201917
KELLEHER FINANCIAL ADVISORS 1210.11%0.19%0.28%Q3 2018Q3 202317
Wolff Financial Management LLC 1010.16%0.23%0.33%Q4 2018Q3 202317
BKS ADVISORS, LLC 17170.11%0.43%0.60%Q1 2015Q1 201917
Marble Harbor Investment Counsel, LLC 1220.03%0.04%0.05%Q2 2018Q3 202317
Dynamic Technology Lab Private Ltd 310.04%0.25%0.73%Q3 2012Q2 202217
BANQUE PICTET & CIE SA 1320.00%0.13%0.22%Q1 2016Q1 202217
Ranch Capital Advisors Inc. 17170.26%0.39%0.77%Q3 2019Q3 202317
CULLEN/FROST BANKERS, INC. 1310.00%0.01%0.01%Q1 2019Q3 202317
Squarepoint Ops LLC 810.00%0.03%0.42%Q1 2015Q2 202317
SG Americas Securities, LLC 510.00%0.01%0.03%Q4 2013Q2 202317
Resource Management, LLC 17170.05%0.07%0.08%Q4 2017Q4 202117
TimeScale Financial, Inc. 17170.01%0.02%0.02%Q2 2019Q2 202317
Advisors Capital Management, LLC 16160.10%0.75%1.31%Q4 2019Q3 202316
Avior Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Truvestments Capital LLC 620.00%0.18%0.55%Q2 2018Q4 202216
AVANTAX ADVISORY SERVICES, INC. 16160.01%0.01%0.01%Q4 2019Q3 202316
Timber Hill LLC 810.00%0.24%3.56%Q2 2013Q2 201816
Advisory Alpha, LLC 1210.02%0.03%0.05%Q1 2019Q2 202316
Quilter Plc 16160.03%0.04%0.06%Q4 2019Q3 202316
Carolina Wealth Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Insight Folios Inc 16162.48%2.83%3.23%Q4 2019Q3 202316
JFS WEALTH ADVISORS, LLC 910.00%0.02%0.03%Q2 2014Q3 202316
Ensign Peak Advisors, Inc 16160.01%0.03%0.18%Q4 2019Q3 202316
MACQUARIE GROUP LTD 710.00%0.01%0.06%Q2 2013Q3 202316
SkyOak Wealth, LLC 16160.20%0.35%0.46%Q4 2019Q3 202316
Value Partners Investments Inc. 16165.30%6.02%7.44%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.02%0.03%0.03%Q4 2019Q3 202316
Alhambra Investment Management LLC 16160.36%0.51%0.74%Q4 2019Q3 202316
Mitsubishi UFJ Trust & Banking Corp 1060.02%0.03%0.04%Q3 2019Q3 202316
Bath Savings Trust Co 1510.03%0.04%0.05%Q2 2019Q3 202316
Van Hulzen Asset Management, LLC 16160.44%0.94%1.86%Q1 2016Q4 201916
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
DELTA LLOYD NV 16160.04%0.15%0.32%Q2 2013Q1 201716
WEDBUSH SECURITIES INC 920.01%0.03%0.07%Q2 2016Q1 202216
STEVENS CAPITAL MANAGEMENT LP 1010.01%0.08%0.25%Q1 2014Q2 201916
Trust Co 1510.00%0.10%0.28%Q1 2017Q3 202316
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 820.00%0.01%0.01%Q3 2013Q4 201816
MEEDER ASSET MANAGEMENT INC 910.00%0.00%0.01%Q4 2016Q3 202216
GMT CAPITAL CORP 320.01%0.01%0.02%Q3 2017Q3 202316
C WorldWide Group Holding A/S 1060.00%0.03%0.04%Q3 2014Q2 201916
COMMONWEALTH BANK OF AUSTRALIA 16160.10%0.13%0.16%Q3 2015Q2 201916
CAMBRIDGE TRUST CO 810.00%0.01%0.02%Q4 2016Q3 202316
AMERICAN ASSETS INC 1240.14%0.30%0.43%Q1 2016Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Probity Advisors, Inc. 820.07%0.15%0.19%Q2 2019Q3 202316
PRUDENTIAL PLC 1420.00%0.15%0.24%Q4 2016Q3 202116
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 16160.10%0.21%0.46%Q4 2019Q3 202316
Marshall Wace North America L.P. 16160.02%0.04%0.11%Q4 2017Q3 202116
BOKF, NA 1110.00%0.02%0.03%Q4 2016Q3 202315
CABOT WEALTH MANAGEMENT INC 15150.06%0.21%0.31%Q1 2020Q3 202315
Jefferies Group LLC 310.00%0.02%0.09%Q1 2014Q4 201915
RHUMBLINE ADVISERS 1320.00%0.00%0.00%Q2 2013Q3 202315
SECURITY NATIONAL TRUST CO 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.05%0.12%Q2 2013Q4 201615
OFI Advisors LLC 1140.01%0.01%0.03%Q3 2011Q3 201515
MSI Financial Services Inc 15150.01%0.02%0.04%Q2 2013Q4 201615
Sentry Investments Corp. 1410.21%0.50%0.74%Q2 2013Q1 201815
ASPIRIANT, LLC 870.02%0.07%0.12%Q1 2016Q4 201915
EXCHANGE TRADED CONCEPTS, LLC 1140.00%0.00%0.00%Q4 2019Q4 202315
Eastover Investment Advisors LLC 15152.46%2.99%3.39%Q1 2020Q3 202315
Regal Investment Advisors LLC 610.00%0.05%0.08%Q2 2014Q4 202015
Whitnell & Co. 630.00%0.01%0.02%Q2 2013Q2 201815
New England Research & Management, Inc. 830.20%0.48%0.68%Q2 2015Q1 202315
Capital Analysts, LLC 1050.00%0.00%0.01%Q1 2018Q3 202315
AlphaCrest Capital Management LLC 1320.04%0.33%0.98%Q4 2018Q3 202215
Proficio Capital Partners LLC 15150.01%0.04%0.07%Q4 2015Q2 201915
OSAIC HOLDINGS, INC. 15150.01%0.01%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.03%0.05%Q2 2016Q4 201915
Summit Global Investments 1230.02%0.13%0.41%Q1 2019Q3 202315
Varma Mutual Pension Insurance Co 640.03%0.06%0.14%Q4 2017Q3 202315
Rossmore Private Capital 1210.03%0.06%0.08%Q4 2017Q3 202315
Beacon Pointe Advisors, LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
Cox Capital Mgt LLC 15150.69%1.31%2.18%Q2 2018Q4 202115
BRANDYWINE OAK PRIVATE WEALTH LLC 870.03%0.15%0.36%Q4 2018Q3 202215
Prestige Wealth Management Group LLC 1410.00%0.00%0.01%Q4 2018Q3 202315
Rosenberg Matthew Hamilton 15150.03%0.06%0.11%Q1 2020Q3 202315
Snowden Capital Advisors LLC 1210.00%0.06%0.12%Q2 2016Q4 202115
WESTPAC BANKING CORP 1210.11%0.23%0.31%Q1 2017Q1 202315
PAYDEN & RYGEL 870.04%0.70%1.70%Q3 2017Q1 202315
DEERE & CO 14140.04%0.05%0.06%Q2 2013Q3 201614
Virtu KCG Holdings LLC 1010.01%0.08%0.61%Q3 2013Q2 201714
BLUE SQUARE ASSET MANAGEMENT, LLC 1130.12%0.45%0.63%Q3 2019Q3 202314
Tortoise Investment Management, LLC 1310.00%0.00%0.00%Q4 2016Q1 202214
AMUNDI ASSET MANAGEMENT US, INC. 14140.04%0.08%0.18%Q4 2017Q1 202114
Capital Bank & Trust Co 1220.00%0.13%0.24%Q2 2017Q1 202114
Global Trust Asset Management, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
ROPES WEALTH ADVISORS LLC 14140.02%0.03%0.04%Q4 2016Q1 202014
10-15 ASSOCIATES, INC. 14140.10%0.13%0.18%Q2 2013Q3 201614
SIGNET FINANCIAL MANAGEMENT, LLC 1310.01%0.16%0.18%Q1 2017Q4 202114
Ellis Investment Partners, LLC 14140.04%0.04%0.05%Q2 2019Q3 202214
Successful Portfolios LLC 820.13%0.18%0.26%Q4 2017Q4 202214
Gemmer Asset Management LLC 710.00%0.00%0.00%Q2 2014Q1 202214
MILLER HOWARD INVESTMENTS INC /NY 14140.55%1.46%2.10%Q4 2015Q1 201914
Caprock Group, LLC 1210.02%0.13%0.30%Q1 2016Q2 202114
Ancora Advisors LLC 1210.00%0.00%0.00%Q4 2016Q3 202214
MERCER GLOBAL ADVISORS INC /ADV 1040.00%0.01%0.02%Q1 2019Q3 202314
Pine River Capital Management L.P. 1310.00%0.16%0.78%Q2 2013Q4 201614
FORTE CAPITAL LLC /ADV 14140.09%0.10%0.13%Q3 2014Q4 201714
MILES CAPITAL, INC. 14140.18%0.21%0.26%Q3 2016Q4 201914
M&G INVESTMENT MANAGEMENT LTD 14140.00%0.25%0.55%Q4 2019Q1 202314
Smithfield Trust Co 1210.00%0.00%0.00%Q1 2017Q3 202314
WEALTHCARE CAPITAL MANAGEMENT LLC 1310.00%0.00%0.02%Q3 2014Q4 201914
EVOKE WEALTH, LLC 14140.00%0.02%0.08%Q3 2019Q4 202214
Wealthspire Advisors, L.P. 14140.00%0.02%0.06%Q4 2015Q1 201914
Banque Cantonale Vaudoise 14140.00%0.02%0.05%Q2 2020Q3 202314
Sterling Investment Advisors, Ltd. 14140.02%0.03%0.04%Q1 2017Q2 202014
MIROVA 14140.02%0.05%0.11%Q4 2018Q1 202214
Kassirer Asset Management Corp 14140.25%2.74%16.80%Q1 2016Q2 201914
Vanguard Personalized Indexing Management, LLC 14140.02%0.07%0.16%Q2 2020Q3 202314
First National Bank of South Miami 1130.00%0.09%0.16%Q4 2019Q2 202314
Cribstone Capital Management, LLC 14140.04%0.06%0.08%Q2 2016Q3 201914
BALYASNY ASSET MANAGEMENT L.P. 410.00%0.01%0.06%Q3 2017Q2 202314
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 810.00%0.39%1.25%Q1 2017Q2 202314
Patten Group, Inc. 14140.00%0.00%0.01%Q3 2015Q4 201814
Trexquant Investment LP 710.01%0.13%0.35%Q1 2015Q2 202214
Abbot Financial Management, Inc. 1120.10%0.24%0.28%Q2 2017Q2 202113
PRIVATE TRUST CO NA 760.00%0.02%0.03%Q1 2013Q3 202313
SIMPLEX TRADING, LLC 510.00%0.02%0.09%Q4 2014Q3 202113
AE Wealth Management LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Moloney Securities Asset Management, LLC 13130.17%0.21%0.27%Q4 2016Q4 201913
RITHOLTZ WEALTH MANAGEMENT 13130.03%0.06%0.14%Q3 2020Q3 202313
Freedom Day Solutions, LLC 1030.10%0.75%1.29%Q4 2017Q2 202213
JANICZEK WEALTH MANAGEMENT, LLC 13130.01%0.06%0.10%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.04%Q3 2020Q3 202313
B. Riley Wealth Advisors, Inc. 510.00%0.02%0.05%Q2 2014Q2 202313
Lenox Wealth Management, Inc. 13130.00%0.27%0.36%Q2 2017Q2 202013
Sky Investment Group LLC 13130.20%0.23%0.26%Q3 2020Q3 202313
Pictet North America Advisors SA 13130.67%1.19%1.76%Q4 2016Q4 201913
MCF Advisors LLC 530.00%0.00%0.00%Q3 2013Q3 202213
Te Ahumairangi Investment Management Ltd 13130.58%0.74%0.83%Q3 2020Q3 202313
Vident Investment Advisory, LLC 1210.01%0.03%0.06%Q2 2017Q1 202313
MARSHALL WACE, LLP 13130.01%0.09%0.24%Q1 2020Q1 202313
Bruderman Asset Management, LLC 710.01%0.01%0.01%Q2 2015Q1 201913
Kestra Advisory Services, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
DT Investment Partners, LLC 13130.08%0.37%0.50%Q3 2017Q3 202013
TFC Financial Management, Inc. 13130.02%0.02%0.03%Q3 2020Q3 202313
GREENLEAF TRUST 1030.01%0.01%0.01%Q3 2016Q4 201913
Progressive Investment Management Corp 13130.28%0.91%3.37%Q2 2013Q2 201613
IHT Wealth Management, LLC 13130.04%0.11%0.23%Q4 2016Q4 201913
FINANCIAL COUNSELORS INC 13130.00%0.01%0.01%Q2 2020Q2 202313
GROUP ONE TRADING, L.P. 310.00%0.00%0.02%Q1 2014Q2 202113
Truehand, Inc 13130.01%0.01%0.02%Q4 2018Q4 202113
Columbia Trust Co 01012016 1210.13%0.15%0.22%Q4 2019Q3 202313
Camarda Financial Advisors, LLC 13130.07%0.19%0.34%Q3 2015Q3 201813
Firestone Capital Management 1030.06%0.07%0.08%Q4 2019Q3 202313
OSSIAM 850.01%0.08%0.18%Q4 2018Q3 202313
Cetera Investment Advisers 1210.01%0.01%0.03%Q3 2018Q3 202313
Atria Investments, Inc 610.01%0.02%0.04%Q3 2017Q2 202213
RUSSELL FRANK CO/ 12120.34%0.42%0.51%Q2 2013Q1 201612
WOLFF WIESE MAGANA LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Capital Investment Advisors, LLC 12120.01%0.01%0.01%Q1 2021Q4 202312
CONTINENTAL ADVISORS LLC 620.08%0.41%0.82%Q1 2016Q3 201912
Glen Harbor Capital Management LLC 12120.14%0.18%0.24%Q4 2016Q3 201912
RNC CAPITAL MANAGEMENT LLC 12120.04%0.11%0.13%Q4 2016Q3 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
WESTPORT RESOURCES MANAGEMENT INC 12120.00%0.01%0.02%Q2 2013Q1 201612
WBH ADVISORY INC 12120.07%0.11%0.15%Q2 2013Q1 201612
CAPITAL INTERNATIONAL LTD /CA/ 12120.03%0.06%0.07%Q2 2013Q1 201612
Mondrian Investment Partners LTD 12120.00%0.00%0.00%Q3 2017Q2 202012
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Bridgewater Associates 12120.10%0.29%0.56%Q2 2017Q1 202012
CLEAR INVESTMENT RESEARCH, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Randolph Co Inc 621.44%2.23%3.18%Q2 2013Q4 201912
Polar Capital Holdings Plc 12120.04%0.08%0.14%Q4 2020Q3 202312
Lombard Odier & Cie (Canada), Limited Partnership 12120.24%0.70%1.19%Q4 2013Q3 201612
UMB Bank, n.a. 840.03%0.11%0.29%Q3 2013Q3 202312
Quantitative Investment Management, LLC 510.02%0.08%0.23%Q4 2016Q4 202012
TOWER BRIDGE ADVISORS 12120.04%0.06%0.07%Q4 2020Q3 202312
ATLAS CAPITAL ADVISORS LLC 530.00%0.01%0.05%Q1 2018Q2 202212
Flinton Capital Management LLC 12120.12%0.15%0.22%Q4 2016Q3 201912
Elkfork Partners LLC 12120.20%0.26%0.35%Q4 2016Q3 201912
TRUSTCORE FINANCIAL SERVICES, LLC 620.00%0.01%0.01%Q4 2017Q1 202112
Tacita Capital Inc 12121.94%2.23%2.63%Q4 2020Q3 202312
Financial Management Professionals, Inc. 1110.00%0.00%0.01%Q2 2020Q3 202312
SITTNER & NELSON, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.10%0.13%0.16%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.07%0.10%0.11%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.03%0.04%0.05%Q4 2020Q3 202312
Counsel Portfolio Services Inc. 1111.30%2.36%3.24%Q2 2013Q2 201612
Lorne Steinberg Wealth Management Inc. 12122.64%2.84%3.36%Q4 2020Q3 202312
Triasima Portfolio Management inc. 12123.08%6.58%8.42%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.11%0.13%0.18%Q4 2016Q3 201912
Independent Portfolio Consultants, Inc. 840.02%0.10%0.24%Q2 2013Q2 201712
Zions Bancorporation 1010.00%0.01%0.02%Q1 2015Q3 201812
M. Kulyk & Associates, LLC 12121.92%2.20%2.60%Q4 2020Q3 202312
HBK Sorce Advisory LLC 930.01%0.02%0.03%Q1 2018Q3 202312
PDT Partners, LLC 750.02%0.10%0.27%Q3 2013Q1 201812
Grace Capital 12120.16%1.31%1.95%Q2 2013Q1 201612
EVERGREEN CAPITAL MANAGEMENT LLC 11110.01%0.02%0.04%Q1 2021Q3 202311
Hoxton Financial, Inc. 1010.03%0.03%0.03%Q2 2013Q1 201611
Hudson Portfolio Management LLC 11111.54%1.69%1.80%Q1 2021Q3 202311
Berman Capital Advisors, LLC 740.00%0.00%0.01%Q4 2018Q3 202111
SAX WEALTH ADVISORS, LLC 11110.04%0.11%0.16%Q4 2020Q2 202311
Rempart Asset Management Inc. 11113.79%4.27%4.62%Q2 2021Q4 202311
TRUEWEALTH LLC 11110.06%0.10%0.12%Q4 2017Q2 202011
Sterling Financial Planning, Inc. 11110.12%0.19%0.24%Q4 2020Q2 202311
Campion Asset Management 11110.65%0.75%0.85%Q1 2021Q3 202311
Piscataqua Savings Bank 11110.04%0.07%0.09%Q1 2021Q3 202311
BELLEVUE ASSET MANAGEMENT, LLC 11110.01%0.01%0.01%Q4 2019Q2 202211
LMCG INVESTMENTS, LLC 1010.02%0.05%0.06%Q2 2013Q1 202211
Virtu Financial LLC 210.02%0.04%0.09%Q3 2017Q2 202311
Spire Wealth Management 11110.01%0.03%0.06%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.00%0.00%0.01%Q4 2016Q2 201911
Daiwa SB Investments Ltd. 741.38%1.78%2.67%Q2 2014Q1 201711
St. Johns Investment Management Company, LLC 11110.01%0.01%0.01%Q2 2016Q4 201811
Qtron Investments LLC 830.08%0.20%0.33%Q3 2020Q3 202311
TRUE Private Wealth Advisors 11110.01%0.05%0.09%Q2 2018Q4 202011
ALLSTATE CORP 11110.61%1.03%1.49%Q2 2013Q4 201511
SMITH ASSET MANAGEMENT GROUP LP 11110.01%0.05%0.10%Q1 2017Q3 201911
NewEdge Advisors, LLC 610.00%0.01%0.02%Q2 2017Q3 202311
Crestwood Advisors Group, LLC 1010.01%0.04%0.05%Q2 2013Q1 201711
Hazelview Securities Inc. 11110.83%2.14%4.12%Q1 2017Q3 201911
Greenwich Investment Management, Inc. 11110.52%2.26%2.88%Q2 2014Q4 201611
ClearBridge Investments 740.00%0.00%0.01%Q2 2013Q1 201711
TRANSCEND CAPITAL ADVISORS, LLC 920.02%0.05%0.11%Q4 2020Q3 202311
ATWOOD & PALMER INC 740.00%0.06%0.12%Q2 2013Q3 202311
A.R.T. Advisors, LLC 310.02%0.10%0.20%Q1 2015Q4 201911
Ativo Capital Management LLC 1010.05%0.59%0.90%Q1 2017Q1 202011
Avondale Wealth Management 11110.01%0.01%0.02%Q4 2017Q2 202011
Altium Wealth Management LLC 11110.03%0.03%0.04%Q4 2019Q2 202211
Family Management Corp 710.15%1.66%3.14%Q2 2016Q4 202211
LAKE STREET PRIVATE WEALTH, LLC 650.05%0.40%1.01%Q1 2019Q3 202311
Nuveen Asset Management, LLC 11110.00%0.00%0.00%Q2 2019Q4 202111
DUBUQUE BANK & TRUST CO 710.00%0.00%0.04%Q3 2015Q1 201911
Investment Management Corp of Ontario 1010.29%0.53%1.15%Q4 2020Q3 202311
Gotham Asset Management, LLC 510.00%0.01%0.01%Q1 2017Q3 202311
PacWest Financial Management Inc 11110.08%0.20%0.24%Q2 2013Q4 201511
Cooper Financial Group 11110.05%0.10%0.12%Q1 2021Q3 202311
Bell Bank 11110.16%0.48%0.69%Q2 2013Q4 201511
Community Financial Services Group, LLC 410.00%0.72%2.52%Q2 2013Q4 202111
Nachman Norwood & Parrott, Inc 11110.04%0.05%0.07%Q4 2018Q2 202111
COLONY GROUP LLC 920.00%0.01%0.05%Q4 2013Q1 202211
STOCK YARDS BANK & TRUST CO 910.01%1.00%1.76%Q2 2013Q1 202211
ROYAL LONDON ASSET MANAGEMENT LTD 11110.08%0.10%0.12%Q1 2021Q3 202311
Graves Light Lenhart Wealth, Inc. 740.02%0.03%0.06%Q1 2019Q2 202211
LOGAN CAPITAL MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
Cresset Asset Management, LLC 610.00%0.00%0.01%Q4 2018Q3 202311
STRATTON MANAGEMENT CO 11110.01%0.19%0.52%Q2 2013Q4 201511
Stokes Family Office, LLC 11110.03%0.05%0.08%Q1 2021Q3 202311
BUCKINGHAM STRATEGIC WEALTH, LLC 510.00%0.02%0.04%Q4 2017Q3 202310
Mascoma Wealth Management LLC 910.01%0.02%0.03%Q1 2021Q3 202310
Hefty Wealth Partners 10100.00%0.00%0.00%Q4 2015Q1 201810
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
TEACHERS ADVISORS, LLC 10100.00%0.00%0.00%Q3 2015Q4 201710
JTC Employer Solutions Trustee Ltd 10100.40%0.58%0.79%Q2 2021Q3 202310
Gideon Capital Advisors, Inc. 510.12%0.33%0.76%Q2 2014Q4 201910
Bradley Mark J. 10100.23%0.84%1.26%Q4 2020Q1 202310
Tradition Wealth Management, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Accel Wealth Management 10100.00%0.01%0.01%Q4 2020Q1 202310
Vontobel Holding Ltd. 10100.01%0.02%0.04%Q2 2021Q3 202310
Prudent Man Advisors, LLC 640.08%0.09%0.09%Q4 2020Q3 202310
Intrua Financial, LLC 640.05%0.07%0.10%Q3 2020Q1 202310
RONALD BLUE & CO LLC 10100.00%0.02%0.03%Q2 2013Q3 201510
CAROLINAS WEALTH CONSULTING LLC 620.00%0.00%0.01%Q2 2020Q1 202310
DELPHI MANAGEMENT INC /MA/ 10101.13%1.29%1.42%Q1 2013Q2 201510
HARBOUR INVESTMENTS, INC. 640.01%0.03%0.04%Q1 2021Q3 202310
OPPENHEIMER ASSET MANAGEMENT INC. 10100.00%0.03%0.07%Q3 2017Q4 201910
NumerixS Investment Technologies Inc 410.01%0.05%0.10%Q1 2015Q2 202010
BLACKROCK ADVISORS LLC 710.00%0.01%0.02%Q2 2013Q2 201510
Wedgewood Partners 910.02%0.03%0.05%Q2 2018Q1 202210
Peloton Wealth Strategists 10100.69%1.34%3.03%Q2 2013Q3 201510
BI Asset Management Fondsmaeglerselskab A/S 910.05%0.37%0.87%Q3 2019Q2 202210
NAVELLIER & ASSOCIATES INC 10100.01%0.03%0.05%Q3 2012Q4 201410
GRIFFIN ASSET MANAGEMENT, INC. 10100.08%0.09%0.10%Q2 2013Q3 201510
Western Wealth Management, LLC 820.02%0.03%0.04%Q1 2021Q3 202310
FEDERATED HERMES, INC. 550.00%0.01%0.02%Q4 2016Q2 202210
Pacer Advisors, Inc. 510.00%0.03%0.18%Q4 2013Q3 202310
Apollon Wealth Management, LLC 910.01%0.03%0.04%Q2 2020Q3 202310
CIBC Private Wealth Group, LLC 410.00%0.00%0.01%Q1 2015Q3 202310
Inlet Private Wealth, LLC 730.10%0.26%0.46%Q1 2019Q1 202310
BHF Kleinwort Benson Group S.A. 820.01%0.06%0.20%Q2 2013Q4 201510
Yorktown Management & Research Co Inc 10100.05%0.06%0.07%Q2 2013Q3 201510
Cipher Capital LP 310.03%0.23%0.61%Q2 2014Q3 202310
Omnia Family Wealth, LLC 10100.07%0.10%0.15%Q4 2016Q1 201910
First Personal Financial Services 910.00%0.01%0.02%Q4 2014Q1 201810
Legacy Financial Advisors, Inc. 610.02%0.05%0.10%Q4 2017Q3 202310
Hudock, Inc. 710.00%0.00%0.01%Q4 2013Q4 202110
Kovack Advisors, Inc. 820.02%0.07%0.10%Q1 2018Q2 202110
Chevy Chase Trust Holdings, LLC 510.00%0.00%0.00%Q1 2014Q4 202210
D'Orazio & Associates, Inc. 810.00%0.01%0.02%Q4 2013Q3 202110
Amundi 10100.04%0.06%0.08%Q2 2021Q3 202310
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.05%0.18%Q3 2013Q1 202110
Bristol Gate Capital Partners Inc. 10100.03%0.05%0.08%Q3 2018Q4 202010
GSB Wealth Management, LLC 820.28%0.48%0.55%Q1 2021Q3 202310
Clarius Group, LLC 520.02%0.03%0.06%Q2 2019Q3 202310
Achmea Investment Management B.V. 610.00%0.30%0.46%Q3 2020Q2 202310
Magnetar Financial LLC 310.00%0.02%0.03%Q3 2015Q2 202210
THOMASPARTNERS, INC. 540.01%0.01%0.02%Q2 2013Q3 20159
MARATHON ASSET MANAGEMENT LLP 990.32%0.40%0.45%Q3 2017Q3 20199
THOMPSON SIEGEL & WALMSLEY LLC 540.00%0.00%0.00%Q3 2015Q1 20189
Ethic Inc. 510.01%0.05%0.17%Q4 2019Q3 20239
Taylor Hoffman Wealth Management 510.00%0.00%0.01%Q4 2017Q2 20209
Blueshift Asset Management, LLC 520.02%0.12%0.31%Q4 2018Q2 20229
Qube Research & Technologies Ltd 510.00%0.05%0.11%Q4 2019Q4 20229
ALGERT GLOBAL LLC 510.02%0.10%0.23%Q1 2014Q1 20239
Campbell & CO Investment Adviser LLC 210.06%0.57%1.47%Q3 2014Q1 20239
Column Capital Advisors, LLC 990.00%0.00%0.01%Q1 2021Q1 20239
MANAGED ACCOUNT ADVISORS LLC 990.07%0.11%0.17%Q2 2013Q2 20159
ZEVIN ASSET MANAGEMENT LLC 990.12%0.26%0.39%Q4 2014Q4 20169
THRIVENT FINANCIAL FOR LUTHERANS 410.00%0.00%0.00%Q3 2014Q4 20229
Pendal Group Ltd 990.02%0.11%0.22%Q4 2020Q4 20229
CARDEROCK CAPITAL MANAGEMENT INC 990.66%1.30%1.71%Q2 2013Q2 20159
Richard P Slaughter Associates Inc 990.38%0.45%0.51%Q1 2021Q1 20239
MGO ONE SEVEN LLC 810.00%0.05%0.08%Q4 2018Q3 20239
Watchman Group, Inc. 991.34%1.50%1.65%Q4 2019Q4 20219
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 510.00%0.03%0.08%Q4 2014Q3 20189
Americana Partners, LLC 990.03%0.07%0.15%Q2 2021Q2 20239
Nuveen Fund Advisors, LLC 990.05%0.13%0.30%Q2 2016Q2 20189
Apriem Advisors 990.84%0.92%1.08%Q2 2013Q2 20159
Sunbelt Securities, Inc. 310.00%0.10%0.39%Q4 2016Q3 20239
CX Institutional 810.00%0.00%0.00%Q2 2018Q3 20209
Balentine LLC 810.00%0.00%0.01%Q3 2018Q4 20229
First City Capital Management, Inc. 990.00%0.00%0.00%Q1 2014Q1 20169
Pflug Koory, LLC 990.00%0.00%0.00%Q1 2021Q1 20239
Laidlaw Group, LLC 991.50%1.70%1.86%Q2 2013Q2 20159
Stanford Investment Group, Inc. 990.03%0.04%0.06%Q4 2014Q4 20169
Enterprise Bank & Trust Co 990.11%0.15%0.18%Q2 2021Q2 20239
Busey Bank 610.01%0.02%0.03%Q3 2019Q1 20229
Brinker Capital Investments, LLC 710.00%0.02%0.03%Q2 2019Q4 20229
Semper Trust Co. 810.11%0.46%0.92%Q3 2013Q4 20159
Surevest, LLC 540.02%0.20%0.43%Q4 2018Q3 20229
Empowered Funds, LLC 990.04%0.07%0.10%Q2 2021Q2 20239
Legacy Bridge, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Zurich Insurance Group Ltd/FI 810.02%0.07%0.18%Q3 2017Q4 20199
Evanston Investments, Inc., dba Evanston Advisors 991.91%2.00%2.15%Q4 2016Q4 20189
TUDOR INVESTMENT CORP ET AL 310.00%0.01%0.01%Q4 2020Q3 20239
Bay Harbor Wealth Management, LLC 990.10%0.13%0.17%Q4 2018Q4 20209
ROTHSCHILD INVESTMENT LLC /IL 990.08%0.10%0.12%Q2 2013Q2 20159
Royal Fund Management, LLC 710.00%0.01%0.03%Q4 2017Q4 20198
Hendershot Investments Inc. 880.04%0.04%0.05%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AMERICAN ASSET MANAGEMENT INC. 510.00%0.12%0.19%Q3 2014Q1 20198
PFG Private Wealth Management, LLC 880.00%0.00%0.01%Q3 2021Q2 20238
Aspire Private Capital, LLC 530.00%0.01%0.01%Q4 2018Q2 20228
BAIRD ROBERT W & CO INC /WI/ 880.00%0.36%0.77%Q2 2013Q1 20158
Arkadios Wealth Advisors 880.01%0.01%0.01%Q4 2019Q3 20218
Powers Advisory Group, LLC 880.18%0.21%0.24%Q4 2021Q3 20238
Kozak & Associates, Inc. 880.00%0.01%0.01%Q4 2021Q3 20238
Key FInancial Inc 620.00%0.01%0.01%Q3 2021Q3 20238
Empirical Asset Management, LLC 880.20%0.24%0.28%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.04%0.06%0.07%Q3 2021Q2 20238
Edgestream Partners, L.P. 410.02%0.12%0.27%Q2 2018Q2 20238
SlateStone Wealth, LLC 880.05%0.08%0.10%Q4 2021Q3 20238
Choate Investment Advisors 710.03%0.03%0.05%Q2 2013Q4 20158
JNBA Financial Advisors 710.00%0.00%0.01%Q3 2016Q1 20228
TI-TRUST, INC 880.53%0.59%0.68%Q4 2021Q3 20238
Monte Financial Group, LLC 881.35%1.98%2.60%Q4 2018Q3 20208
Citizens National Bank Trust Department 880.01%0.02%0.02%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 881.20%2.72%4.54%Q4 2021Q3 20238
Vectors Research Management, LLC 880.00%0.00%0.00%Q3 2018Q2 20208
TCI Wealth Advisors, Inc. 410.00%0.00%0.01%Q3 2015Q2 20228
M Holdings Securities, Inc. 620.13%0.16%0.24%Q1 2021Q2 20238
ACUITY INVESTMENT MANAGEMENT INC 883.73%7.45%8.79%Q2 2013Q1 20158
LGT Group Foundation 880.01%0.09%0.25%Q4 2021Q3 20238
ARGI Investment Services, LLC 530.01%0.01%0.02%Q3 2017Q4 20198
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
Retirement Group, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
First National Bank of Hutchinson 880.18%0.23%0.29%Q2 2013Q1 20158
CULLINAN ASSOCIATES INC 880.03%0.03%0.03%Q1 2015Q4 20168
Birch Hill Investment Advisors LLC 880.03%0.05%0.07%Q4 2013Q3 20158
Sequoia Financial Advisors, LLC 880.01%0.08%0.15%Q4 2021Q3 20238
CNB Bank 710.01%0.01%0.04%Q2 2018Q2 20238
Rise Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Byrne Asset Management LLC 880.05%0.09%0.11%Q4 2021Q3 20238
BANK OF HAWAII 880.02%0.03%0.04%Q4 2016Q3 20188
Sowell Financial Services LLC 710.02%0.02%0.03%Q4 2016Q1 20218
COMMONS CAPITAL, LLC 880.25%1.28%2.20%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.04%0.05%Q2 2013Q1 20158
Forum Financial Management, LP 880.02%0.03%0.05%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 887.38%7.65%7.99%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 880.00%0.00%0.00%Q1 2020Q4 20218
Farmers & Merchants Trust Co of Chambersburg PA 410.00%0.01%0.02%Q2 2021Q3 20238
Addison Advisors LLC 880.07%0.11%0.16%Q4 2021Q3 20238
STONNINGTON GROUP, LLC 880.06%0.07%0.08%Q1 2021Q4 20228
Destiny Wealth Partners, LLC 620.00%0.01%0.01%Q4 2020Q4 20228
Asset Dedication, LLC 310.00%0.00%0.01%Q4 2015Q1 20238
SILVERLAKE WEALTH MANAGEMENT LLC 880.48%0.57%0.64%Q4 2021Q3 20238
DC Investments Management, LLC 880.17%0.22%0.27%Q2 2018Q1 20208
EDMOND DE ROTHSCHILD HOLDING S.A. 710.00%0.00%0.00%Q2 2015Q3 20188
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Metis Global Partners, LLC 880.06%0.41%0.70%Q4 2021Q3 20238
Masso Torrence Wealth Management Inc. 880.17%0.27%0.35%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Global X Management CO LLC 710.00%0.01%0.01%Q3 2014Q2 20188
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
HighVista Strategies LLC 880.11%0.13%0.18%Q4 2013Q3 20158
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Avalon Investment & Advisory 710.01%0.32%0.45%Q2 2018Q2 20228
Five Oceans Advisors 880.19%0.25%0.33%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
BerganKDV Wealth Management, LLC 620.00%0.00%0.00%Q4 2018Q2 20238
Artemis Investment Management LLP 880.06%0.08%0.11%Q1 2021Q4 20228
PEG CAPITAL MANAGEMENT INC /NH/ 880.14%0.18%0.20%Q2 2013Q1 20158
EULAV Asset Management 880.08%0.09%0.10%Q2 2013Q1 20158
Bell Investment Advisors, Inc 620.00%0.00%0.00%Q3 2021Q3 20238
Core Alternative Capital 880.00%0.07%0.20%Q4 2021Q3 20238
SEVEN EIGHT CAPITAL, LP 210.04%0.15%0.50%Q2 2014Q3 20228
FULTON BANK, N.A. 620.01%0.03%0.04%Q1 2014Q4 20238
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
CAMG Solamere Management, LLC 880.16%0.32%0.45%Q4 2016Q3 20188
Squar Milner Financial Services LLC 520.01%0.02%0.06%Q2 2018Q1 20207
VSR Financial Services, Inc. 770.04%0.04%0.06%Q4 2014Q2 20167
Frontier Wealth Management LLC 770.00%0.01%0.02%Q4 2020Q2 20227
HANSEATIC MANAGEMENT SERVICES INC 770.00%0.00%0.00%Q1 2017Q3 20187
Cerity Partners LLC 610.00%0.00%0.01%Q4 2021Q3 20237
KLINGENSTEIN FIELDS & CO LP 210.01%0.01%0.01%Q1 2015Q3 20187
PRINCIPAL FINANCIAL GROUP INC 770.00%0.07%0.13%Q1 2022Q3 20237
Andra AP-fonden 310.12%0.28%0.36%Q1 2016Q2 20197
Weaver Consulting Group 770.00%0.00%0.00%Q1 2019Q3 20207
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
FIRST INTERSTATE BANK 770.00%0.00%0.00%Q3 2017Q1 20197
SJS Investment Consulting Inc. 520.00%0.00%0.00%Q4 2021Q3 20237
Numeric Investors LLC 770.00%0.04%0.09%Q2 2016Q4 20177
ClariVest Asset Management LLC 770.41%0.56%0.74%Q3 2021Q1 20237
CITIZENS FINANCIAL GROUP INC/RI 410.00%0.01%0.01%Q4 2015Q2 20207
JONES FINANCIAL COMPANIES LLLP 770.00%0.00%0.00%Q1 2022Q3 20237
Weather Gauge Advisory, LLC 770.36%0.45%0.54%Q1 2020Q3 20217
Brookfield Asset Management 520.00%0.00%0.01%Q2 2013Q1 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.04%0.20%Q2 2013Q4 20147
Parisi Gray Wealth Management 610.00%0.01%0.01%Q4 2017Q2 20217
Greenfield Savings Bank 770.29%0.34%0.37%Q2 2022Q4 20237
MANCHESTER FINANCIAL INC 610.01%0.01%0.02%Q2 2019Q1 20217
Versor Investments LP 520.03%0.06%0.15%Q2 2018Q1 20237
MAI Capital Management 770.00%0.01%0.01%Q1 2022Q3 20237
COHEN & STEERS, INC. 770.00%0.00%0.00%Q2 2013Q4 20147
Lingohr Asset Management GmbH 430.12%0.34%0.46%Q2 2013Q2 20167
Atria Wealth Solutions, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
TOBAM 770.03%0.14%0.21%Q1 2022Q3 20237
CGOV Asset Management 778.43%9.09%10.16%Q3 2016Q1 20187
COOKSON PEIRCE & CO INC 770.04%0.05%0.07%Q2 2021Q4 20227
TCG Advisors, LP 770.50%0.56%0.63%Q4 2018Q2 20207
Bayesian Capital Management, LP 110.03%0.14%0.40%Q2 2016Q3 20237
CreativeOne Wealth, LLC 770.01%0.02%0.02%Q4 2021Q2 20237
Thornmark Asset Management Inc. 772.09%3.09%5.88%Q2 2013Q4 20147
Koss-Olinger Consulting, LLC 770.05%0.11%0.18%Q1 2021Q3 20227
BlackRock Group LTD 770.00%0.00%0.00%Q2 2013Q4 20147
FORA Capital, LLC 210.07%0.19%0.43%Q4 2019Q2 20227
COMERICA SECURITIES INC 770.12%0.14%0.21%Q2 2016Q4 20177
Summit X, LLC 610.01%0.55%0.84%Q3 2018Q3 20207
Vise Technologies, Inc. 770.10%0.13%0.18%Q1 2022Q3 20237
Waverly Advisors, LLC 520.00%0.01%0.02%Q3 2013Q3 20157
Y-Intercept (Hong Kong) Ltd 430.06%0.15%0.38%Q4 2020Q4 20227
Horizon Kinetics 770.02%0.03%0.03%Q2 2017Q4 20187
PDS Planning, Inc 770.04%0.04%0.05%Q1 2022Q3 20237
Epoch Investment Partners, Inc. 770.03%0.03%0.04%Q1 2022Q3 20237
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
NORDEA INVESTMENT MANAGEMENT AB 770.12%0.14%0.18%Q3 2018Q1 20207
PRINCETON CAPITAL MANAGEMENT LLC 770.00%0.01%0.01%Q1 2018Q3 20197
Hennion & Walsh Asset Management, Inc. 770.02%0.02%0.02%Q2 2021Q4 20227
Pallas Capital Advisors LLC 430.02%0.03%0.06%Q2 2021Q1 20237
NIXON PEABODY TRUST CO 770.39%0.46%0.52%Q4 2015Q2 20177
ADVISORY RESEARCH INC 510.00%0.35%0.79%Q1 2014Q4 20197
Arbor Wealth Management, LLC 430.01%0.28%0.55%Q4 2015Q2 20197
AHL Partners LLP 410.00%0.08%0.24%Q3 2014Q4 20177
HHM Wealth Advisors, LLC 610.00%0.01%0.01%Q1 2020Q2 20227
Virtus Fund Advisers, LLC 770.00%0.00%0.00%Q2 2014Q4 20157
Krilogy Financial LLC 610.00%0.01%0.01%Q4 2016Q3 20187
Northwest Capital Management Inc 520.07%0.10%0.12%Q2 2021Q3 20237
Savior LLC 770.01%0.12%0.25%Q4 2019Q2 20217
ProVise Management Group, LLC 770.12%0.17%0.22%Q2 2013Q4 20147
WEST PACES ADVISORS INC. 770.01%0.01%0.01%Q2 2017Q4 20187
Banco de Sabadell, S.A 410.15%0.24%0.31%Q1 2018Q3 20207
TCWP LLC 770.06%0.36%0.61%Q4 2021Q2 20237
Stonehage Fleming (UK) Ltd 610.18%0.20%0.24%Q1 2014Q4 20157
Kalos Management, Inc. 610.03%1.13%1.66%Q1 2018Q1 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
DIXON HUBARD FEINOUR & BROWN INC/VA 610.03%0.09%0.15%Q2 2013Q1 20217
BlueCrest Capital Management Ltd 310.01%0.11%0.57%Q2 2016Q3 20197
Annapolis Financial Services, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Princeton Alpha Management LP 210.04%0.11%0.32%Q1 2014Q1 20176
Coston, McIsaac & Partners 660.00%0.01%0.01%Q2 2022Q3 20236
Arete Wealth Advisors, LLC 510.02%0.07%0.09%Q1 2018Q4 20216
RAND WEALTH, LLC 660.03%0.04%0.04%Q3 2013Q4 20146
COUNTRY TRUST BANK 310.00%0.00%0.00%Q2 2015Q4 20216
SEI TRUST CO 660.01%0.01%0.01%Q2 2013Q3 20146
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.03%0.10%0.19%Q2 2013Q3 20146
PRUDENTIAL FINANCIAL INC 420.00%0.00%0.00%Q3 2021Q1 20236
SouthState Corp 310.01%0.03%0.04%Q3 2013Q1 20226
ANDERSON HOAGLAND & CO 660.27%0.29%0.30%Q3 2013Q4 20146
Power Corp of Canada 510.89%1.16%1.42%Q1 2022Q3 20236
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 510.02%0.09%0.38%Q2 2021Q4 20226
MARINO, STRAM & ASSOCIATES LLC 660.00%0.00%0.00%Q4 2017Q1 20196
GABELLI FUNDS LLC 660.00%0.00%0.00%Q2 2013Q3 20146
OPTIMUM INVESTMENT ADVISORS 660.00%0.00%0.00%Q3 2013Q4 20146
QCI ASSET MANAGEMENT INC/NY 410.00%0.00%0.00%Q2 2013Q1 20206
Clean Yield Group 310.00%0.01%0.02%Q2 2021Q3 20236
Endurance Wealth Management, Inc. 510.00%0.00%0.01%Q2 2015Q1 20216
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.02%0.03%0.05%Q2 2015Q3 20166
Transamerica Financial Advisors, Inc. 660.04%0.05%0.08%Q2 2022Q3 20236
NISA INVESTMENT ADVISORS, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
BEACON INVESTMENT ADVISORY SERVICES, INC. 510.01%0.02%0.02%Q3 2017Q1 20226
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 510.00%0.02%0.03%Q1 2018Q1 20206
SevenBridge Financial Group, LLC 660.01%0.02%0.02%Q1 2018Q2 20196
Harbour Capital Advisors, LLC 420.09%0.37%0.55%Q2 2013Q2 20186
GRAYHAWK INVESTMENT STRATEGIES INC. 660.28%0.35%0.42%Q2 2022Q3 20236
AustralianSuper Pty Ltd 660.61%1.44%2.26%Q3 2021Q4 20226
Capula Management Ltd 220.08%0.24%0.45%Q4 2020Q4 20226
Bangor Savings Bank 660.02%0.02%0.02%Q2 2022Q3 20236
Mitsubishi UFJ Asset Management Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
SpiderRock Advisors, LLC 220.00%0.04%0.08%Q1 2017Q3 20206
Caption Management, LLC 420.01%0.04%0.05%Q1 2020Q4 20226
Stratos Wealth Advisors, LLC 510.02%0.14%0.21%Q2 2021Q3 20236
Aevitas Wealth Management, Inc. 660.00%0.03%0.05%Q4 2017Q1 20196
MHI Funds, LLC 661.33%2.52%2.97%Q4 2017Q1 20196
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Sabal Trust CO 660.02%0.03%0.03%Q4 2021Q1 20236
Convergence Investment Partners, LLC 410.00%0.04%0.09%Q2 2013Q1 20186
West Family Investments, Inc. 510.09%0.11%0.14%Q2 2021Q2 20236
Community Capital Management, LLC 420.28%0.46%0.56%Q2 2021Q1 20236
Quad-Cities Investment Group, LLC 660.03%0.08%0.13%Q2 2018Q3 20196
Walleye Capital LLC 330.00%0.02%0.04%Q1 2023Q3 20236
Quantinno Capital Management LP 660.02%0.05%0.11%Q2 2022Q3 20236
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Shulman DeMeo Asset Management LLC 420.05%0.08%0.10%Q1 2019Q1 20226
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.17%0.29%0.65%Q1 2018Q1 20226
FOX RUN MANAGEMENT, L.L.C. 210.09%0.16%0.31%Q2 2017Q3 20236
Atlas Private Wealth Management, LLC 660.03%0.06%0.11%Q4 2019Q1 20216
HighMark Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Orion Portfolio Solutions, LLC 330.00%0.01%0.01%Q4 2019Q3 20236
Banyan Partners, LLC 660.02%0.10%0.32%Q2 2013Q3 20146
RMR Wealth Builders 210.02%0.03%0.06%Q4 2019Q2 20226
RELIANCE TRUST CO OF DELAWARE 420.04%0.05%0.06%Q3 2015Q1 20176
Winch Advisory Services, LLC 410.00%0.00%0.01%Q1 2016Q1 20196
OXFORD ASSET MANAGEMENT LLP 210.01%0.04%0.08%Q2 2013Q1 20186
Hexagon Capital Partners LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Hoese & Co LLP 660.00%0.00%0.00%Q2 2021Q3 20226
KAVAR CAPITAL PARTNERS GROUP, LLC 660.31%0.35%0.37%Q4 2020Q1 20226
Laurel Wealth Planning LLC 660.01%0.01%0.01%Q3 2021Q4 20226
Penserra Capital Management LLC 420.00%0.00%0.00%Q4 2020Q3 20236
Crosspoint Capital Strategies, LLC 510.00%0.01%0.03%Q4 2013Q4 20156
ADVOCATE GROUP LLC 660.94%1.71%2.18%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Bradley & Co. Private Wealth Management, LLC 660.15%0.16%0.18%Q1 2021Q2 20226
Capital Advisors, Ltd. LLC 660.00%0.00%0.00%Q2 2018Q3 20196
WEALTH EFFECTS LLC 310.09%0.11%0.13%Q4 2021Q2 20235
ADVISOR PARTNERS II, LLC 550.07%0.09%0.11%Q3 2022Q3 20235
CREATIVE FINANCIAL DESIGNS INC /ADV 210.00%0.00%0.00%Q4 2016Q1 20235
Rehmann Capital Advisory Group 550.00%0.00%0.00%Q1 2018Q1 20195
FDx Advisors, Inc. 310.01%0.01%0.01%Q4 2016Q2 20235
Farmers National Bank 320.02%0.02%0.02%Q4 2017Q2 20195
QUANTUM CAPITAL MANAGEMENT 550.05%0.06%0.09%Q3 2019Q3 20205
Simplicity Solutions, LLC 410.01%0.02%0.03%Q4 2018Q3 20235
VIKING GLOBAL INVESTORS LP 550.44%2.09%3.52%Q3 2017Q3 20185
Lourd Capital, LLC 550.04%0.07%0.12%Q4 2017Q4 20185
MUFG Securities EMEA plc 310.70%2.08%6.03%Q2 2019Q3 20235
Beaird Harris Wealth Management, LLC 320.00%0.01%0.01%Q4 2021Q1 20235
Sustainable Insight Capital Management, LLC 310.10%0.83%3.54%Q1 2017Q4 20185
RESOLUTE FINANCIAL, LLC 550.54%0.59%0.66%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.29%0.37%0.49%Q1 2015Q1 20165
Azimuth Capital Investment Management LLC 550.19%0.35%0.42%Q2 2022Q2 20235
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 410.01%0.03%0.10%Q4 2017Q3 20235
Integer Wealth Advisors Group LLC 320.13%0.22%0.31%Q4 2019Q1 20215
Man Investments Ltd 550.04%0.19%0.46%Q2 2013Q2 20145
Eudaimonia Partners, LLC 550.01%0.01%0.01%Q1 2020Q1 20215
Colonial Trust Co / SC 550.04%0.05%0.06%Q3 2022Q3 20235
Stratos Investment Management, LLC 410.03%0.04%0.06%Q3 2021Q2 20235
CPWM, LLC 550.06%0.13%0.16%Q1 2018Q1 20195
Manchester Capital Management LLC 310.01%0.01%0.01%Q2 2014Q1 20195
MUFG SECURITIES (CANADA), LTD. 552.61%8.96%15.09%Q4 2020Q4 20215
AIGEN INVESTMENT MANAGEMENT, LP 110.02%0.10%0.19%Q4 2019Q1 20235
GDS Wealth Management 550.04%0.05%0.06%Q4 2021Q4 20225
HOWE & RUSLING INC 210.00%0.00%0.01%Q1 2018Q3 20225
Glenview Trust Co 550.02%0.02%0.03%Q4 2016Q4 20175
Klingman & Associates, LLC 410.01%0.01%0.01%Q4 2014Q3 20165
Measured Wealth Private Client Group, LLC 410.05%0.11%0.17%Q3 2018Q2 20225
Proquility Private Wealth Partners, LLC 550.18%0.27%0.32%Q4 2021Q4 20225
JUPITER ASSET MANAGEMENT LTD 410.00%0.18%0.54%Q4 2020Q4 20225
BlackRock Fund Advisors 550.00%0.00%0.00%Q2 2013Q2 20145
NS Partners Ltd 550.04%0.04%0.04%Q2 2015Q2 20165
Mosaic Advisors LLC 550.31%0.36%0.40%Q4 2020Q4 20215
Levy Wealth Management Group, LLC 550.09%0.12%0.14%Q1 2021Q1 20225
Beacon Pointe Wealth Advisors, LLC 550.06%0.07%0.10%Q4 2018Q4 20195
VERTEX ONE ASSET MANAGEMENT INC. 550.07%0.14%0.26%Q2 2013Q2 20145
Concert Wealth Management Inc. 550.03%0.03%0.03%Q3 2013Q3 20145
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.02%0.05%0.07%Q2 2018Q3 20235
Carmichael Hill & Associates, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
Crescent Grove Advisors, LLC 550.02%0.03%0.04%Q1 2021Q1 20225
WESTWOOD HOLDINGS GROUP INC 320.00%0.00%0.00%Q4 2021Q2 20235
Harfst & Associates, Inc. 320.00%0.00%0.01%Q2 2015Q2 20175
BRADLEY FOSTER & SARGENT INC/CT 550.01%0.01%0.01%Q4 2013Q4 20145
Stockman Wealth Management, Inc. 550.16%0.19%0.21%Q1 2015Q1 20165
Legacy Capital Partners, Inc. 410.09%0.10%0.13%Q3 2018Q4 20195
Ferris Capital, LLC 550.02%0.02%0.02%Q1 2018Q1 20195
WoodTrust Financial Corp 550.05%0.06%0.06%Q4 2021Q4 20225
Brookstone Capital Management 320.00%0.01%0.02%Q2 2015Q1 20235
Capital Investment Advisory Services, LLC 410.01%0.03%0.09%Q4 2018Q1 20205
CITY NATIONAL BANK 550.00%0.00%0.00%Q2 2014Q2 20155
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 550.18%0.27%0.40%Q1 2019Q1 20205
Csenge Advisory Group 550.09%0.11%0.12%Q3 2017Q3 20185
National Pension Service 410.43%0.49%0.57%Q4 2016Q1 20205
tru Independence LLC 310.00%0.01%0.02%Q4 2019Q2 20215
Schonfeld Strategic Advisors LLC 210.01%0.03%0.05%Q4 2016Q4 20215
BOURNE LENT ASSET MANAGEMENT INC 550.10%0.11%0.11%Q3 2017Q3 20185
Engineers Gate Manager LP 210.01%0.02%0.03%Q2 2015Q3 20235
FRED ALGER MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2016Q3 20175
Natixis Investment Managers International 310.00%0.03%0.11%Q2 2014Q1 20225
First Allied Asset Management, Inc. 550.74%0.84%0.95%Q3 2013Q3 20145
Dynamic Advisor Solutions LLC 310.02%0.02%0.03%Q3 2019Q3 20235
First Affirmative Financial Network 550.28%0.39%0.50%Q4 2022Q4 20235
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 320.02%0.02%0.02%Q1 2017Q2 20185
Compass Wealth Management LLC 550.01%0.01%0.01%Q4 2022Q4 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.01%0.01%Q2 2022Q3 20235
Elite Wealth Management, Inc. 410.00%0.02%0.12%Q3 2012Q4 20135
Kore Private Wealth LLC 320.00%0.01%0.02%Q4 2018Q2 20205
Evolution Wealth Advisors, LLC 410.01%0.01%0.01%Q4 2018Q3 20215
PITTENGER & ANDERSON INC 550.03%0.05%0.06%Q4 2013Q4 20145
SWS Partners 550.00%0.76%1.62%Q4 2017Q4 20185
DAVIS SELECTED ADVISERS 550.00%0.01%0.02%Q2 2013Q2 20145
Bank of New Hampshire 550.02%0.03%0.04%Q1 2022Q1 20235
Freedman Financial Associates, Inc. 440.00%0.00%0.00%Q2 2021Q1 20224
SIMON QUICK ADVISORS, LLC 220.00%0.06%0.19%Q4 2016Q1 20184
Lee Financial Co 440.00%0.00%0.01%Q1 2018Q4 20184
Sather Financial Group Inc 440.03%0.03%0.04%Q3 2021Q2 20224
Teza Capital Management LLC 310.20%0.29%0.38%Q1 2018Q1 20194
LBP AM SA 440.09%0.12%0.14%Q4 2022Q3 20234
Long Wharf Investors, Inc. 440.36%0.37%0.39%Q3 2013Q2 20144
Bridgewater Advisors Inc. 310.19%0.30%0.35%Q4 2013Q3 20224
Nelson Capital Management, LLC 310.00%0.00%0.01%Q3 2018Q3 20194
LBA Wealth Management, LLC 220.01%0.03%0.08%Q3 2014Q1 20174
PT ASSET MANAGEMENT, LLC 220.08%0.47%0.66%Q4 2014Q1 20154
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
STERNE AGEE GROUP, INC. 220.07%0.09%0.12%Q2 2013Q1 20154
CAPSTONE INVESTMENT ADVISORS, LLC 210.00%0.05%0.12%Q4 2017Q3 20234
KCS Wealth Advisory 310.02%0.24%0.35%Q4 2017Q3 20194
Knights of Columbus Asset Advisors LLC 440.34%0.36%0.40%Q4 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q2 2017Q1 20184
Aureus Asset Management, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Portfolio Strategies, Inc. 440.01%0.01%0.01%Q4 2017Q3 20184
Prospera Financial Services Inc 210.01%0.02%0.04%Q3 2020Q3 20234
Ninepoint Partners LP 210.04%0.10%0.20%Q1 2018Q3 20234
ASPIRIANT HOLDINGS S3, LLC 440.40%0.42%0.43%Q1 2015Q4 20154
WEST BANCORPORATION INC 220.01%0.01%0.01%Q2 2020Q1 20224
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
JB Capital LLC 440.16%0.17%0.19%Q3 2021Q2 20224
Elm Ridge Management, LLC 441.90%2.07%2.31%Q3 2013Q2 20144
CYPRESS ASSET MANAGEMENT INC/TX 440.04%0.25%0.33%Q1 2014Q4 20144
NORTHWEST INVESTMENT COUNSELORS, LLC 310.00%0.01%0.01%Q3 2019Q4 20224
Hotaling Investment Management, LLC 310.08%0.12%0.14%Q2 2021Q2 20224
Lido Advisors, LLC 310.00%0.01%0.02%Q4 2019Q3 20234
MAVERICK CAPITAL LTD 310.00%0.12%0.17%Q4 2018Q2 20214
Oxbow Advisors, LLC 440.20%0.46%0.56%Q2 2015Q1 20164
BB&T INVESTMENT SERVICES, INC. 440.01%0.02%0.05%Q1 2017Q4 20174
AGF MANAGEMENT LTD 440.84%1.38%1.68%Q4 2022Q3 20234
EP Wealth Advisors, LLC 310.00%0.01%0.01%Q2 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Jaffetilchin Investment Partners, LLC 310.05%0.07%0.14%Q2 2014Q3 20184
Heritage Way Advisors, LLC 440.22%0.24%0.26%Q4 2017Q3 20184
MALTESE CAPITAL MANAGEMENT LLC 310.14%0.50%1.22%Q2 2013Q4 20164
LUPO SECURITIES, LLC 330.00%0.19%0.59%Q4 2014Q2 20154
Arabesque Asset Management Ltd 310.22%0.39%0.81%Q2 2021Q4 20224
Financial Advisors, LLC 440.19%0.23%0.33%Q1 2020Q4 20204
ASCEND CAPITAL, LLC 310.04%0.10%0.27%Q1 2014Q2 20184
Alpha Paradigm Partners, LLC 220.02%0.12%0.27%Q1 2021Q3 20224
Strategic Wealth Partners, Ltd. 220.00%0.01%0.01%Q4 2017Q3 20194
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 310.02%0.03%0.03%Q2 2016Q2 20174
Capital Asset Advisory Services LLC 310.01%0.06%0.09%Q4 2020Q3 20224
Corient Private Wealth LLC 440.01%0.02%0.04%Q4 2022Q3 20234
Grove Bank & Trust 440.03%0.03%0.04%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Itau Unibanco Holding S.A. 440.00%0.01%0.02%Q3 2017Q2 20184
AMG National Trust Bank 440.01%0.01%0.01%Q1 2021Q4 20214
Polaris Wealth Advisory Group, LLC 210.00%0.12%0.26%Q1 2018Q2 20194
Partnervest Advisory Services LLC 220.00%0.09%0.22%Q1 2014Q3 20154
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
Wealth Quarterback LLC 220.03%0.04%0.06%Q4 2019Q3 20214
CVA Family Office, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Realta Investment Advisors 440.02%0.04%0.06%Q1 2019Q4 20194
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.01%0.01%0.01%Q4 2017Q3 20184
INVERNESS COUNSEL LLC /NY/ 440.01%0.01%0.02%Q4 2021Q3 20224
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
BREMER TRUST NATIONAL ASSOCIATION 310.02%0.05%0.08%Q2 2016Q4 20184
SPOT TRADING L.L.C. 220.01%0.01%0.02%Q2 2017Q3 20174
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
ACCURATE INVESTMENT SOLUTIONS, INC. 440.00%0.00%0.01%Q3 2017Q2 20184
NuWave Investment Management, LLC 210.00%0.23%0.59%Q3 2020Q2 20224
TUCKER ASSET MANAGEMENT LLC 440.00%0.00%0.00%Q2 2022Q1 20234
General Partner, Inc. 440.01%0.01%0.01%Q1 2023Q4 20234
Perigon Wealth Management, LLC 210.00%0.01%0.04%Q3 2016Q2 20214
CONNING INC. 440.01%0.01%0.02%Q4 2016Q3 20174
Pinnacle Wealth Planning Services, Inc. 210.02%0.04%0.06%Q4 2020Q3 20224
Blueprint Investment Partners LLC 220.04%0.06%0.09%Q4 2021Q1 20234
BRIDGEWAY CAPITAL MANAGEMENT, LLC 440.03%0.03%0.03%Q4 2017Q3 20184
1 NORTH WEALTH SERVICES LLC 220.72%0.80%0.92%Q4 2018Q4 20194
Warther Private Wealth, LLC 440.19%0.22%0.25%Q2 2021Q1 20224
Integrated Wealth Management 440.00%0.01%0.02%Q4 2015Q3 20164
Schubert & Co 440.00%0.01%0.01%Q2 2022Q1 20234
WealthPLAN Partners, LLC 210.00%0.00%0.00%Q1 2015Q2 20234
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Neuberger Berman Canada ULC 440.64%1.25%1.74%Q3 2014Q2 20154
Wealthsimple Inc. 440.04%0.05%0.06%Q4 2021Q3 20224
JDM Financial Group LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Carmel Capital Partners, LLC 440.14%0.19%0.27%Q3 2022Q2 20234
Optiver Holding B.V. 310.00%0.00%0.00%Q2 2021Q3 20224
JOYN Advisors, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
Crescent Sterling, Ltd. 441.61%1.65%1.75%Q4 2022Q3 20234
Simmons Bank 440.02%0.02%0.02%Q4 2017Q3 20184
Cassaday & Co Wealth Management LLC 440.10%0.10%0.12%Q4 2022Q3 20234
F&C Asset Management plc 440.12%0.29%0.42%Q2 2013Q1 20144
Avestar Capital, LLC 440.00%0.00%0.01%Q1 2018Q4 20184
Auto-Owners Insurance Co 440.10%0.11%0.12%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Applied Capital LLC/FL 441.43%1.48%1.58%Q4 2022Q3 20234
Prime Capital Investment Advisors, LLC 310.00%0.01%0.02%Q4 2018Q3 20234
Certified Advisory Corp 440.00%0.00%0.00%Q3 2019Q2 20204
Cyndeo Wealth Partners, LLC 440.08%0.08%0.10%Q4 2022Q3 20234
Maven Securities LTD 440.02%0.02%0.03%Q4 2021Q3 20224
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q2 2022Q1 20234
Dominick & Dominick LLC 220.22%0.35%0.69%Q3 2013Q4 20144
Versant Capital Management, Inc 310.01%0.01%0.02%Q2 2019Q4 20234
Park Place Capital Corp 440.01%0.01%0.01%Q4 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 440.10%0.10%0.12%Q4 2022Q3 20234
Massachusetts Wealth Management 440.89%1.00%1.14%Q4 2022Q3 20234
NATIONAL PLANNING CORP 440.02%0.02%0.02%Q2 2014Q1 20154
Harvest Fund Management Co., Ltd 440.00%0.01%0.01%Q3 2022Q2 20234
Centiva Capital, LP 210.01%0.01%0.02%Q1 2021Q1 20234
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q1 2019Q1 20214
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.01%Q1 2016Q3 20163
HRT FINANCIAL LP 210.00%0.00%0.01%Q4 2020Q3 20233
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.20%0.21%0.22%Q4 2017Q4 20183
Utah Retirement Systems 330.18%0.19%0.20%Q1 2023Q3 20233
Horizon Investments, LLC 210.03%0.04%0.05%Q3 2021Q2 20223
B. Riley Wealth Management, Inc. 330.02%0.02%0.02%Q1 2014Q3 20143
Global Financial Private Capital, Inc 330.01%0.01%0.01%Q3 2017Q1 20183
AlphaMark Advisors, LLC 330.00%0.00%0.01%Q2 2019Q4 20193
Clearstead Trust, LLC 330.00%0.00%0.00%Q3 2022Q1 20233
First PREMIER Bank 330.00%0.00%0.00%Q2 2021Q4 20213
Equitable Holdings, Inc. 330.03%0.03%0.04%Q1 2023Q3 20233
RMB Capital Management, LLC 330.02%0.02%0.02%Q2 2013Q4 20133
Perpetual Ltd 210.01%0.04%0.10%Q2 2014Q2 20233
Jane Street Holding, LLC 330.01%0.02%0.03%Q2 2013Q4 20133
Fiduciary Group LLC 330.04%0.04%0.04%Q1 2023Q3 20233
Atlantic Private Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Morningstar Investment Services LLC 330.11%0.11%0.11%Q1 2020Q3 20203
SYCOMORE ASSET MANAGEMENT 334.16%4.68%5.28%Q2 2019Q4 20193
LexAurum Advisors, LLC 330.21%0.27%0.34%Q4 2017Q2 20183
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Arlington Partners LLC 330.00%0.01%0.02%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.04%0.06%0.08%Q4 2017Q2 20183
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Ameritas Advisory Services, LLC 210.01%0.01%0.01%Q2 2022Q1 20233
Colonial Trust Advisors 330.00%0.00%0.00%Q3 2022Q1 20233
Calamos Advisors LLC 330.01%0.01%0.01%Q4 2021Q2 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Laurion Capital Management LP 110.00%0.01%0.03%Q1 2017Q3 20193
Pathway Financial Advisors LLC 330.03%0.03%0.03%Q4 2017Q2 20183
Spectrum Management Group, LLC 330.00%0.00%0.00%Q2 2018Q4 20183
Chicago Capital, LLC 330.02%0.02%0.03%Q2 2018Q4 20183
Modera Wealth Management, LLC 210.26%0.35%0.48%Q4 2013Q3 20233
DUALITY ADVISERS, LP 210.16%0.24%0.36%Q1 2022Q2 20233
Hudson Bay Capital Management LP 110.01%1.20%1.80%Q3 2016Q2 20233
J. L. Bainbridge & Co., Inc. 210.03%0.03%0.03%Q1 2022Q4 20223
SPROTT INC. 210.03%0.04%0.04%Q2 2013Q2 20173
Antonetti Capital Management LLC 210.01%0.01%0.02%Q2 2010Q4 20213
MOTCO 210.00%0.00%0.00%Q4 2019Q3 20213
Brookmont Capital Management 331.19%1.20%1.21%Q4 2014Q2 20153
HBK INVESTMENTS L P 210.00%0.01%0.01%Q4 2014Q3 20163
DUNCKER STREETT & CO INC 330.01%0.01%0.01%Q3 2016Q1 20173
KOCH INDUSTRIES INC 210.06%0.10%0.18%Q1 2017Q1 20183
Essex Savings Bank 330.01%0.01%0.01%Q4 2018Q2 20193
BENJAMIN EDWARDS INC 330.01%0.01%0.01%Q4 2021Q2 20223
RIVERSVILLE CAPITAL, INC. 330.88%0.94%1.00%Q2 2013Q4 20133
MIDDLETON & CO INC/MA 330.08%0.08%0.09%Q2 2013Q4 20133
MQS Management LLC 210.21%0.31%0.38%Q4 2021Q1 20233
FMA ADVISORY INC 210.07%0.12%0.16%Q2 2013Q2 20153
ACG Wealth 210.03%0.03%0.03%Q3 2019Q2 20213
FOSTER DYKEMA CABOT & CO INC/MA 330.01%0.01%0.01%Q1 2023Q3 20233
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
INTEGRAL DERIVATIVES, LLC 210.03%0.04%0.04%Q1 2016Q2 20173
Pacific Wealth Strategies Group, Inc. 330.38%0.60%0.95%Q1 2023Q3 20233
WEXFORD CAPITAL LP 330.02%0.05%0.08%Q2 2022Q4 20223
Princeton Global Asset Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Capital International, Inc./CA/ 330.00%0.00%0.00%Q3 2019Q1 20203
Frisch Financial Group, Inc. 210.06%0.07%0.07%Q2 2021Q1 20223
VNBTrust, National Association 330.09%0.12%0.16%Q2 2013Q4 20133
CHILTON CAPITAL MANAGEMENT LLC 330.02%0.02%0.02%Q2 2013Q4 20133
Global Wealth Management Investment Advisory, Inc. 210.00%0.00%0.00%Q4 2018Q3 20193
PEOPLES FINANCIAL SERVICES CORP. 330.00%0.00%0.00%Q1 2022Q3 20223
AVIANCE CAPITAL MANAGEMENT, LLC 210.12%0.50%0.72%Q3 2013Q3 20143
BOSTON ADVISORS LLC 210.01%0.02%0.03%Q3 2018Q3 20193
Risk Paradigm Group, LLC 330.00%0.01%0.01%Q1 2015Q3 20153
Pembroke Management, LTD 330.02%0.02%0.02%Q1 2019Q3 20193
BRAUN STACEY ASSOCIATES INC 330.76%0.80%0.85%Q3 2016Q1 20173
OneAscent Financial Services LLC 210.11%0.31%0.68%Q2 2020Q4 20213
ROCKLAND TRUST CO 210.01%0.01%0.02%Q2 2021Q1 20223
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 210.02%0.06%0.08%Q4 2019Q4 20213
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Maryland State Retirement & Pension System 330.08%0.08%0.09%Q1 2023Q3 20233
Willow Street Advisors LLC 330.15%0.28%0.39%Q2 2013Q4 20133
WASATCH ADVISORS LP 330.02%0.02%0.02%Q1 2023Q3 20233
ADVANCE CAPITAL I INC 330.50%0.55%0.58%Q2 2013Q4 20133
PYA Waltman Capital, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Canoe Financial LP 331.38%2.38%3.38%Q1 2023Q3 20233
W.G. Shaheen & Associates DBA Whitney & Co 330.01%0.01%0.01%Q1 2018Q3 20183
Cerebellum GP, LLC 210.00%0.11%0.24%Q4 2018Q4 20193
FIRST HAWAIIAN BANK 330.00%0.00%0.01%Q3 2018Q1 20193
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.01%0.01%Q2 2018Q4 20193
TOWER TRUST Co 210.12%0.14%0.17%Q2 2013Q1 20143
1776 Wealth LLC 330.03%0.04%0.04%Q4 2019Q2 20203
IMPAX ASSET MANAGEMENT LLC 330.07%0.07%0.07%Q2 2013Q4 20133
MONETARY MANAGEMENT GROUP INC 210.00%0.00%0.00%Q4 2020Q3 20213
DE BURLO GROUP INC 110.01%0.01%0.01%Q3 2018Q3 20223
OLD NATIONAL BANCORP /IN/ 330.02%0.02%0.03%Q2 2014Q4 20143
CALDWELL SUTTER CAPITAL, INC. 330.02%0.02%0.03%Q1 2023Q3 20233
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 336.96%7.16%7.50%Q2 2013Q4 20133
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.01%Q4 2020Q1 20233
Rockbridge Investment Management, LCC 330.00%0.00%0.00%Q2 2020Q4 20203
XTX Topco Ltd 330.11%0.14%0.19%Q2 2022Q4 20223
CIM INVESTMENT MANAGEMENT INC 210.10%0.12%0.17%Q1 2014Q2 20173
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
Brown Shipley& Co Ltd 330.15%0.19%0.22%Q1 2023Q3 20233
Harvest Portfolios Group Inc. 330.12%0.12%0.13%Q1 2023Q3 20233
ADIRONDACK RETIREMENT SPECIALISTS, INC. 330.01%0.04%0.10%Q3 2022Q1 20233
Lokken Investment Group LLC 210.16%0.16%0.17%Q2 2021Q1 20223
Signator Financial Services, Inc. 330.00%0.00%0.00%Q1 2013Q3 20133
Spears Abacus Advisors LLC 330.03%0.03%0.03%Q3 2015Q1 20163
Pinnacle West Asset Management, Inc. 330.40%0.41%0.42%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.03%0.03%0.03%Q1 2023Q3 20233
Consolidated Portfolio Review Corp 330.18%0.18%0.19%Q1 2023Q3 20233
Algebris Investments (UK) LLP 110.30%0.65%0.91%Q3 2013Q2 20153
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Kingfisher Capital LLC 330.73%0.78%0.81%Q4 2014Q2 20153
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
MARTINGALE ASSET MANAGEMENT L P 330.02%0.03%0.05%Q2 2013Q4 20133
Connectus Wealth, LLC 210.01%0.10%0.14%Q4 2021Q1 20233
New Hampshire Trust 330.04%0.05%0.05%Q4 2022Q2 20233
Hutchin Hill Capital, LP 330.22%0.30%0.42%Q1 2016Q3 20163
Prentice Wealth Management LLC 330.01%0.01%0.01%Q1 2021Q3 20213
CenterBook Partners LP 330.07%0.20%0.28%Q1 2023Q3 20233
PIERSHALE FINANCIAL GROUP, INC. 330.01%0.01%0.01%Q4 2022Q2 20233
Corient Capital Partners, LLC 210.02%0.02%0.02%Q2 2021Q1 20223
Shamrock Asset Management LLC 330.30%0.31%0.32%Q4 2014Q2 20153
DRIVE WEALTH MANAGEMENT, LLC 330.08%0.10%0.11%Q4 2022Q2 20233
PARTNERS CAPITAL INVESTMENT GROUP, LLP 330.15%0.36%0.51%Q4 2017Q2 20183
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Horan Securities, Inc. 210.01%0.01%0.01%Q4 2020Q2 20223
City Financial Investment Co Ltd 220.04%0.40%0.75%Q2 2018Q3 20183
Wellesley Investment Partners, LLC 210.07%0.08%0.08%Q4 2019Q3 20203
E&G Advisors, LP 330.11%0.12%0.14%Q1 2017Q3 20173
CWA Asset Management Group, LLC 210.05%0.08%0.12%Q4 2016Q3 20183
Spotlight Asset Group, Inc. 220.06%0.06%0.06%Q2 2023Q3 20232
Cowen Investment Management LLC 110.65%8.86%17.07%Q3 2019Q3 20192
Fortitude Advisory Group L.L.C. 220.03%0.04%0.05%Q4 2021Q1 20222
Chiron Investment Management, LLC 220.03%0.03%0.04%Q4 2021Q1 20222
PRENTISS SMITH & CO INC 220.02%0.02%0.02%Q4 2015Q1 20162
GRIES FINANCIAL LLC 220.51%0.53%0.54%Q2 2023Q3 20232
Fusion Family Wealth LLC 220.00%0.01%0.01%Q4 2016Q1 20172
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q4 2020Q2 20212
Connecticut Wealth Management, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
MIDAS MANAGEMENT CORP 220.48%0.49%0.50%Q4 2015Q1 20162
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
LEO BROKERAGE, LLC 220.10%0.12%0.13%Q1 2023Q2 20232
Kula Investments, LLC 220.08%0.08%0.09%Q4 2022Q1 20232
Robertson Stephens Wealth Management, LLC 220.03%0.04%0.06%Q4 2021Q1 20222
Sciencast Management LP 110.19%0.58%0.98%Q1 2018Q1 20232
Focused Wealth Management, Inc 220.00%0.00%0.00%Q1 2015Q2 20152
FIELDPOINT PRIVATE ADVISORS, INC 220.51%1.35%2.19%Q4 2016Q1 20172
O'Brien Wealth Partners LLC 110.03%0.03%0.03%Q1 2018Q3 20182
Sound View Wealth Advisors, LLC 220.30%0.34%0.38%Q4 2018Q1 20192
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Ostrum Asset Management U.S., LLC 220.02%0.03%0.04%Q4 2018Q1 20192
WILMINGTON TRUST CO 220.00%0.00%0.00%Q1 2014Q2 20142
Handelsbanken Fonder AB 220.02%0.09%0.16%Q4 2015Q1 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
HAMEL ASSOCIATES, INC. 221.19%1.20%1.21%Q2 2023Q3 20232
qPULA Trading Management LP 220.41%0.52%0.63%Q2 2021Q3 20212
Alera Investment Advisors, LLC 220.03%0.03%0.04%Q4 2018Q1 20192
Veritable, L.P. 220.05%0.05%0.06%Q4 2012Q1 20132
Walter Public Investments Inc. 220.20%0.20%0.21%Q2 2023Q3 20232
Anson Funds Management LP 110.19%0.30%0.41%Q3 2021Q2 20232
Petrus Trust Company, LTA 220.04%0.05%0.05%Q4 2022Q1 20232
Genus Capital Management Inc. 223.58%3.66%3.75%Q2 2023Q3 20232
BRYN MAWR CAPITAL MANAGEMENT INC 110.27%0.27%0.28%Q4 2013Q3 20142
Sageworth Trust Co 110.00%0.00%0.01%Q1 2019Q1 20232
VisionPoint Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Sutton Wealth Advisors Inc. 220.01%0.02%0.04%Q1 2020Q2 20202
FRANKLIN STREET ADVISORS INC /NC 220.04%0.04%0.04%Q1 2018Q2 20182
Emerald Acquisition Ltd. 220.34%0.35%0.36%Q2 2016Q3 20162
Detwiler Fenton Investment Management LLC 110.46%0.63%0.80%Q4 2009Q2 20142
R&F Capital Advisors LP 220.06%0.09%0.11%Q4 2016Q1 20172
Westside Investment Management, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Scotia Asset Management L.P. 229.29%9.68%10.07%Q2 2013Q3 20132
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
Paragon Private Wealth Management, LLC 220.18%0.19%0.20%Q4 2021Q1 20222
STABLEFORD CAPITAL II LLC 220.13%0.14%0.14%Q2 2018Q3 20182
Malaga Cove Capital, LLC 220.30%0.31%0.32%Q3 2021Q4 20212
Alpha DNA Investment Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Baker Ellis Asset Management LLC 220.04%0.04%0.04%Q3 2013Q4 20132
IMS Capital Management 220.36%0.40%0.43%Q1 2015Q2 20152
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Douglass Winthrop Advisors, LLC 220.08%0.08%0.08%Q1 2015Q2 20152
Herold Advisors, Inc. 110.01%0.03%0.04%Q3 2021Q1 20222
UniSuper Management Pty Ltd 220.30%0.31%0.32%Q2 2023Q3 20232
ARS Wealth Advisors, LLC 110.23%0.23%0.24%Q4 2020Q2 20212
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Mount Yale Investment Advisors, LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Karp Capital Management Corp 110.00%0.12%0.23%Q3 2015Q1 20172
SCHRODERS IS Ltd 220.18%0.21%0.25%Q1 2022Q2 20222
OneAscent Wealth Management LLC 220.14%0.14%0.14%Q4 2020Q1 20212
TIVERTON ASSET MANAGEMENT LLC 110.02%0.07%0.12%Q4 2016Q2 20182
GTS SECURITIES LLC 110.01%0.01%0.02%Q3 2023Q3 20232
Signition LP 220.43%0.44%0.45%Q1 2019Q2 20192
BetterWealth, LLC 220.16%0.24%0.32%Q4 2021Q1 20222
Enlightenment Research, LLC 110.27%0.32%0.38%Q4 2018Q1 20222
Merit Investment Management, LLC 110.34%2.42%4.51%Q2 2013Q4 20132
Litman Gregory Wealth Management LLC 110.00%0.01%0.02%Q3 2020Q3 20232
Cravens & Co Advisors, LLC 220.28%0.29%0.30%Q4 2022Q1 20232
Madden Advisory Services, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
BUTENSKY & COHEN FINANCIAL SECURITY, INC 220.01%0.01%0.01%Q3 2015Q4 20152
ExodusPoint Capital Management, LP 110.01%0.01%0.02%Q3 2020Q1 20212
OPSEU Pension Plan Trust Fund 220.16%0.16%0.16%Q2 2022Q3 20222
Williams Financial, LLC 220.16%0.16%0.16%Q4 2021Q1 20222
Bison Wealth, LLC 220.05%0.07%0.09%Q2 2023Q3 20232
MANA Advisors LLC 110.66%0.67%0.68%Q1 2018Q2 20192
Estabrook Capital Management 220.01%0.01%0.01%Q2 2013Q3 20132
Eisler Capital (UK) Ltd. 220.00%0.00%0.00%Q2 2023Q3 20232
Black Swift Group, LLC 220.01%0.01%0.01%Q3 2018Q4 20182
Sand Hill Global Advisors, LLC 220.06%0.06%0.06%Q3 2019Q4 20192
Koshinski Asset Management, Inc. 110.03%0.04%0.04%Q3 2018Q4 20192
Ridgewood Investments LLC 220.00%0.02%0.04%Q1 2023Q2 20232
Baader Bank Aktiengesellschaft 220.02%0.03%0.04%Q2 2022Q3 20222
Cornerstone Wealth Management, LLC 220.08%0.08%0.09%Q4 2017Q1 20182
AXQ CAPITAL, LP 220.14%0.29%0.44%Q4 2022Q1 20232
Lebenthal Holdings,LLC 110.04%0.05%0.07%Q2 2015Q1 20162
Athanor Capital, LP 220.01%0.01%0.02%Q4 2020Q1 20212
Ullmann Wealth Partners Group, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Independence Bank of Kentucky 220.00%0.00%0.00%Q4 2017Q1 20182
Domani Wealth, LLC 220.07%0.09%0.11%Q1 2015Q2 20152
Tibra Equities Europe Ltd 110.18%0.20%0.21%Q1 2019Q3 20192
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
MACROVIEW INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q3 2014Q4 20142
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
WealthShield Partners, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
K2 PRINCIPAL FUND, L.P. 110.05%0.40%0.74%Q4 2014Q2 20152
DAYMARK WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Eagle Bay Advisors LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Goodman Advisory Group, LLC 220.00%1.68%3.36%Q1 2023Q2 20232
MENORA MIVTACHIM HOLDINGS LTD. 220.00%0.00%0.00%Q2 2013Q3 20132
BANK OF EDWARDSVILLE 220.44%0.47%0.50%Q1 2019Q2 20192
CLEARBRIDGE, LLC 220.02%0.03%0.04%Q4 2016Q1 20172
SENTINEL ASSET MANAGEMENT, INC. 220.47%0.49%0.51%Q2 2013Q3 20132
FIRST CITIZENS BANK & TRUST CO 220.01%0.01%0.01%Q2 2023Q3 20232
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q3 20182
V-Square Quantitative Management LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2017Q2 20192
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
Sandy Cove Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Paradigm Financial Advisors, LLC 220.04%0.04%0.04%Q4 2013Q1 20142
Columbus Macro, LLC 220.47%0.48%0.49%Q2 2023Q3 20232
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q2 20212
Bridgefront Capital, LLC 110.25%0.29%0.32%Q2 2021Q1 20232
BLB&B Advisors, LLC 110.02%0.02%0.02%Q4 2020Q2 20212
Berkeley Capital Partners, LLC 220.17%0.18%0.18%Q4 2015Q1 20162
Williams Jones Wealth Management, LLC. 220.02%0.03%0.03%Q3 2019Q4 20192
C M BIDWELL & ASSOCIATES LTD 110.02%0.46%0.90%Q2 2014Q3 20172
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Lowe Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Tarbox Family Office, Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Meridian Wealth Partners, LLC 110.00%0.01%0.02%Q4 2019Q1 20212
Bank of Marin 220.43%0.44%0.45%Q4 2019Q1 20202
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20232
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.00%Q2 2022Q3 20222
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q1 2020Q4 20202
Personal Capital Advisors Corp 220.00%0.00%0.00%Q4 2021Q1 20222
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2014Q1 20162
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20222
Liberty Mutual Group Asset Management Inc. 220.02%0.04%0.05%Q2 2018Q3 20182
Cowen Prime Advisors LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Lipe & Dalton 220.05%0.05%0.06%Q2 2019Q3 20192
HALL CAPITAL MANAGEMENT CO INC 220.12%0.12%0.13%Q4 2021Q1 20222
Northeast Financial Consultants Inc 220.21%0.23%0.24%Q4 2018Q1 20192
Headlands Technologies LLC 110.01%0.04%0.08%Q4 2022Q3 20232
Legacy Advisors, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
ARMSTRONG ADVISORY GROUP, INC 220.01%0.01%0.01%Q4 2022Q1 20232
Accurate Wealth Management, LLC 110.06%0.12%0.18%Q2 2021Q4 20222
NORTHERN TRUST CO OF CONNECTICUT 220.01%0.01%0.01%Q2 2013Q3 20132
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 220.01%0.01%0.01%Q2 2018Q3 20182
Carnegie Capital Asset Management, LLC 110.01%0.02%0.04%Q3 2015Q4 20202
Cordatus Wealth Management LLC 110.19%0.25%0.30%Q1 2022Q2 20232
HWG Holdings LP 220.00%0.00%0.00%Q4 2018Q1 20192
PUTNAM INVESTMENTS LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Destination Wealth Management 110.01%0.01%0.01%Q2 2018Q2 20192
Sonora Investment Management, LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Mechanics Bank Trust Department 220.05%0.05%0.05%Q3 2019Q4 20192
OSTRUM ASSET MANAGEMENT 220.17%0.17%0.17%Q1 2023Q2 20232
Chanos & Co LP 222.20%2.38%2.57%Q3 2014Q4 20142
Inscription Capital, LLC 220.10%0.11%0.12%Q4 2018Q1 20192
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.01%Q1 2022Q4 20222
ACCIDENT COMPENSATION CORP 220.05%0.05%0.05%Q4 2015Q1 20162
Richard Bernstein Advisors LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Clear Harbor Asset Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.07%0.07%0.07%Q3 2018Q3 20181
Parametrica Management Ltd 110.22%0.22%0.22%Q1 2021Q1 20211
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
ELEMENT CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Day & Ennis, LLC 110.19%0.19%0.19%Q4 2017Q4 20171
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
Strategic Capital Group LLC 110.00%0.00%0.00%Q1 2014Q1 20141
British Airways Pensions Investment Management Ltd 110.27%0.27%0.27%Q4 2014Q4 20141
Westover Capital Advisors, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
Wilmington Trust, National Association 110.02%0.02%0.02%Q2 2013Q2 20131
MIRABELLA FINANCIAL SERVICES LLP 110.02%0.02%0.02%Q2 2022Q2 20221
Kames Capital Management Ltd 110.03%0.03%0.03%Q3 2014Q3 20141
Hilton Capital Management, LLC 110.20%0.20%0.20%Q3 2016Q3 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
DRW Securities, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Delta Lloyd Asset Management N.V. 110.36%0.36%0.36%Q2 2017Q2 20171
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.09%0.09%0.09%Q3 2017Q3 20171
Goelzer Investment Management, Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Sterling Global Strategies LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Gilman Hill Asset Management, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
Spark Investment Management LLC 110.08%0.08%0.08%Q2 2014Q2 20141
Avidian Wealth Solutions, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
FNY Partners Fund LP 110.03%0.03%0.03%Q1 2017Q1 20171
Ipswich Investment Management Co., Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
IMC-Chicago, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SPRING CREEK CAPITAL LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Marathon Trading Investment Management LLC 110.35%0.35%0.35%Q3 2021Q3 20211
Blue Fin Capital, Inc. 110.17%0.17%0.17%Q4 2014Q4 20141
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Aveo Capital Partners, LLC 110.06%0.06%0.06%Q4 2016Q4 20161
RUSHMORE INVESTMENT ADVISORS, INC. 110.11%0.11%0.11%Q2 2013Q2 20131
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2019Q3 20191
LMR Partners LLP 110.07%0.07%0.07%Q1 2016Q1 20161
Strategic Global Advisors, LLC 114.32%4.32%4.32%Q2 2018Q2 20181
Tuttle Capital Management, LLC 110.15%0.15%0.15%Q2 2018Q2 20181
Alpine Global Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Osborn Williams & Donohoe LLC 110.02%0.02%0.02%Q1 2019Q1 20191
GAM Holding AG 110.01%0.01%0.01%Q4 2016Q4 20161
Sterneck Capital Management, LLC 110.66%0.66%0.66%Q4 2015Q4 20151
Lehman Financial Resources, Inc. 110.01%0.01%0.01%Q1 2013Q1 20131
Quantitative Systematic Strategies LLC 110.10%0.10%0.10%Q1 2018Q1 20181
Delpha Capital Management, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
EA Series Trust 110.04%0.04%0.04%Q2 2023Q2 20231
Field & Main Bank 110.00%0.00%0.00%Q2 2022Q2 20221
First Heartland Consultants, Inc. 110.11%0.11%0.11%Q1 2023Q1 20231
Vantage Investment Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Tidal Investments LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Private Ocean, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Schonfeld Group Holdings LLC 110.11%0.11%0.11%Q1 2014Q1 20141
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
BTC Capital Management, Inc. 110.66%0.66%0.66%Q3 2014Q3 20141
Burt Wealth Advisors 110.01%0.01%0.01%Q1 2016Q1 20161
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
WBI INVESTMENTS, LLC 112.01%2.01%2.01%Q2 2013Q2 20131
Argent Trust Co 110.01%0.01%0.01%Q1 2022Q1 20221
Achievement Holdings L.P. 110.08%0.08%0.08%Q2 2015Q2 20151
SG3 Management, LLC 110.39%0.39%0.39%Q4 2018Q4 20181
Manifold Partners, LLC 110.32%0.32%0.32%Q2 2014Q2 20141
Godshalk Welsh Capital Management, Inc. 110.16%0.16%0.16%Q4 2014Q4 20141
Acrospire Investment Management LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Nair Vinay 110.22%0.22%0.22%Q1 2015Q1 20151
CenterStar Fund, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Tech Square Trading LP 110.50%0.50%0.50%Q1 2019Q1 20191
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q1 2019Q1 20191
WHALEROCK POINT PARTNERS, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Elgethun Capital Management 110.01%0.01%0.01%Q4 2016Q4 20161
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SYMMETRY PEAK MANAGEMENT LLC 110.65%0.65%0.65%Q3 2013Q3 20131
Ellevest, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Weiss Multi-Strategy Advisers LLC 110.05%0.05%0.05%Q1 2019Q1 20191
MISSION WEALTH MANAGEMENT, LP 110.01%0.01%0.01%Q3 2023Q3 20231
Dorsey & Whitney Trust CO LLC 110.05%0.05%0.05%Q2 2014Q2 20141
Merrion Investment Management Co, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Darwin Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Mitsubishi UFJ Securities Holdings Co., Ltd. 116.66%6.66%6.66%Q3 2020Q3 20201
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
HEADINVEST, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2020Q1 20201
Ausdal Financial Partners, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Cable Hill Partners, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
BlueCrest Capital Management LLP 110.02%0.02%0.02%Q2 2014Q2 20141
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
ELM ADVISORS, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
FOUNDERS BANK & TRUST 110.01%0.01%0.01%Q4 2013Q4 20131
PFG Advisors 110.02%0.02%0.02%Q4 2022Q4 20221
Kohmann Bosshard Financial Services, LLC 110.07%0.07%0.07%Q2 2019Q2 20191
LEVEL FOUR ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Radnor Capital Management, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Santa Fe Partners LLC 110.22%0.22%0.22%Q2 2015Q2 20151
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Algebris (UK) Ltd 111.71%1.71%1.71%Q2 2019Q2 20191
CLEAR STREET LLC 111.23%1.23%1.23%Q4 2022Q4 20221
Noked Capital LTD 110.60%0.60%0.60%Q1 2019Q1 20191
INSIGHT 2811, INC. 110.00%0.00%0.00%Q2 2013Q2 20131
Pearl River Capital, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Icon Wealth Partners, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
MD Financial Management Inc. 110.33%0.33%0.33%Q1 2021Q1 20211
LAKE STREET ADVISORS GROUP, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
COBIZ WEALTH, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FRONTIER INVESTMENT MGMT CO 110.01%0.01%0.01%Q3 2019Q3 20191
Elmwood Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
F3Logic, LLC 110.37%0.37%0.37%Q3 2020Q3 20201
Placemark Investments, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
Vestmark Advisory Solutions, Inc. 110.04%0.04%0.04%Q1 2019Q1 20191
Scott & Selber, Inc. 111.80%1.80%1.80%Q3 2013Q3 20131
LFA - Lugano Financial Advisors SA 110.00%0.00%0.00%Q3 2023Q3 20231
WELD CAPITAL MANAGEMENT LLC 110.30%0.30%0.30%Q4 2018Q4 20181
O'Dell Group, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FNY Investment Advisers, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
CYNOSURE ADVISORS, LLC 110.07%0.07%0.07%Q2 2018Q2 20181
LITTLE HOUSE CAPITAL LLC 110.12%0.12%0.12%Q2 2020Q2 20201
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Canton Hathaway, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
NKCFO LLC 110.07%0.07%0.07%Q1 2021Q1 20211
Landsberg, Bennett, & Dubbaneh LLC 110.32%0.32%0.32%Q4 2018Q4 20181
Cynosure Group, LLC 110.41%0.41%0.41%Q2 2022Q2 20221
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
Galibier Capital Management Ltd. 116.22%6.22%6.22%Q3 2023Q3 20231
Shaolin Capital Management LLC 110.18%0.18%0.18%Q1 2019Q1 20191
GYL FINANCIAL SYNERGIES, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Noked Israel Ltd 110.60%0.60%0.60%Q1 2019Q1 20191
SEEYOND 110.25%0.25%0.25%Q4 2022Q4 20221
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Bremer Bank National Association 110.02%0.02%0.02%Q1 2019Q1 20191
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
JBJ Investment Partners, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
IEQ CAPITAL, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
COLTON GROOME FINANCIAL ADVISORS, LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Red Door Wealth Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Marcum Wealth, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
MAPLE SECURITIES USA INC 110.05%0.05%0.05%Q2 2015Q2 20151
GENWORTH FINANCIAL INC 110.10%0.10%0.10%Q2 2013Q2 20131
Gyon Technologies Capital Management, LP 110.10%0.10%0.10%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
Euro Pacific Asset Management, LLC 110.37%0.37%0.37%Q4 2022Q4 20221
BCS Wealth Management 110.16%0.16%0.16%Q4 2021Q4 20211
WRAPMANAGER INC 110.07%0.07%0.07%Q3 2023Q3 20231
Hilltop Holdings Inc. 110.05%0.05%0.05%Q3 2018Q3 20181
Meadow Creek Wealth Advisors LLC 110.29%0.29%0.29%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Single Point Partners, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Nationwide Asset Management LLC 112.23%2.23%2.23%Q2 2021Q2 20211
Houlihan Financial Resource Group, Ltd. 110.03%0.03%0.03%Q3 2020Q3 20201
Regent Peak Wealth Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
SOUTH TEXAS MONEY MANAGEMENT LTD 110.04%0.04%0.04%Q2 2013Q2 20131
Procyon Advisors, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Total Clarity Wealth Management, Inc. 110.03%0.03%0.03%Q4 2019Q4 20191
Westshore Wealth, LLC 110.44%0.44%0.44%Q4 2019Q4 20191
Main Line Retirement Advisors, LLC 111.38%1.38%1.38%Q2 2023Q2 20231
First Pacific Financial 110.24%0.24%0.24%Q4 2020Q4 20201
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
State of Wyoming 110.08%0.08%0.08%Q2 2021Q2 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Platform Technology Partners 110.10%0.10%0.10%Q2 2021Q2 20211
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
Jump Financial, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Ten Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 112.16%2.16%2.16%Q3 2023Q3 20231
Astrantus Ltd 110.79%0.79%0.79%Q1 2022Q1 20221
GoalVest Advisory LLC 110.01%0.01%0.01%Q2 2022Q2 20221
DCM Advisors, LLC 110.10%0.10%0.10%Q4 2021Q4 20211
Clearview Wealth Advisors LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Birchcreek Wealth Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Goepper Burkhardt LLC 110.12%0.12%0.12%Q1 2022Q1 20221
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SAGE PRIVATE WEALTH GROUP, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lynwood Capital Management Inc. 110.98%0.98%0.98%Q2 2023Q2 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Robbins Farley 110.01%0.01%0.01%Q1 2023Q1 20231
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Timelo Investment Management Inc. 116.77%6.77%6.77%Q1 2023Q1 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Mayflower Financial Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Alaethes Wealth LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Deuterium Capital Management, LLC 110.33%0.33%0.33%Q1 2022Q1 20221
Gordian Capital Singapore Pte Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Laurus Investment Counsel Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Boulder Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ARS Wealth Advisors Group, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2022Q1 20221
Perfromance Wealth Partners, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Morton Brown Family Wealth, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
HB Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Granite Bay Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Quent Capital, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
SIENA CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WorthPointe, LLC 110.31%0.31%0.31%Q4 2021Q4 20211
EHP Funds Inc. 111.58%1.58%1.58%Q1 2022Q1 20221
Carr Financial Group Corp 110.26%0.26%0.26%Q4 2022Q4 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Citizens Business Bank 110.21%0.21%0.21%Q4 2012Q4 20121
Fortis Capital Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Breakwater Capital Group 110.09%0.09%0.09%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.06%0.06%0.06%Q4 2022Q4 20221
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Legacy Capital Group California, Inc. 110.47%0.47%0.47%Q1 2023Q1 20231
OFI INVEST ASSET MANAGEMENT 110.02%0.02%0.02%Q1 2023Q1 20231
Empower Advisory Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ramirez Asset Management, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.06%0.06%0.06%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Arlington Trust Co LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SYON CAPITAL LLC 110.05%0.05%0.05%Q3 2023Q3 20231
United Community Bank 110.09%0.09%0.09%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.08%0.08%0.08%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
QCM Cayman, Ltd. 110.87%0.87%0.87%Q4 2018Q4 20181
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.01%0.01%0.01%Q2 2013Q2 20131
FIRST NATIONAL BANK OF OMAHA 110.02%0.02%0.02%Q3 2022Q3 20221
SECOND CURVE CAPITAL LLC 110.34%0.34%0.34%Q1 2015Q1 20151
EAGLE ASSET MANAGEMENT INC 110.07%0.07%0.07%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
KING INVESTMENT ADVISORS INC/TX 110.09%0.09%0.09%Q3 2013Q3 20131
FIRST NEW YORK SECURITIES LLC /NY 110.07%0.07%0.07%Q2 2016Q2 20161
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.00%Q3 2015Q3 20151
THOMAS WHITE INTERNATIONAL LTD 110.06%0.06%0.06%Q4 2018Q4 20181
MONTAG A & ASSOCIATES INC 110.00%0.00%0.00%Q4 2020Q4 20201
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
FORBES J M & CO LLP 110.06%0.06%0.06%Q3 2017Q3 20171
LINCOLN CAPITAL CORP 110.40%0.40%0.40%Q4 2016Q4 20161
KNIGHT CAPITAL GROUP LLC 110.03%0.03%0.03%Q2 2013Q2 20131
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q2 2019Q2 20191
BEACH INVESTMENT COUNSEL INC/PA 110.29%0.29%0.29%Q1 2013Q1 20131
JAMISON EATON & WOOD INC /NJ 110.01%0.01%0.01%Q3 2013Q3 20131
FSB PREMIER WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
MURPHY CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q3 2014Q3 20141
APPLETON PARTNERS INC/MA 110.05%0.05%0.05%Q3 2014Q3 20141
PEAPACK GLADSTONE FINANCIAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
VIRGINIA RETIREMENT SYSTEM 110.24%0.24%0.24%Q1 2016Q1 20161
BRYN MAWR TRUST Co 110.01%0.01%0.01%Q1 2022Q1 20221
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2016Q3 20161
CONNABLE OFFICE INC 110.05%0.05%0.05%Q2 2014Q2 20141
SYMPHONY ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2013Q4 20131
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.00%0.00%0.00%Q4 2013Q4 20131
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2014Q3 20141
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Silver Bridge Capital Management LLC 110.04%0.04%0.04%Q2 2013Q2 20131
HARDING LOEVNER LP 110.00%0.00%0.00%Q3 2015Q3 20151
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Axiom Investment Management LLC 110.12%0.12%0.12%Q3 2022Q3 20221
ParenteBeard Wealth Management, LLC 110.09%0.09%0.09%Q2 2014Q2 20141
HABER TRILIX ADVISORS, LP 115.78%5.78%5.78%Q2 2013Q2 20131
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Barrett Asset Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Mizuho Trust & Banking Co., Ltd. 110.12%0.12%0.12%Q4 2014Q4 20141
External links

This page lists all the filers that currently own TORONTO DOMINION BK ONT or have owned TORONTO DOMINION BK ONT in the past.