TOYOTA MOTOR CORP shareholder history

Current and past TOYOTA MOTOR CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.01%0.05%Q2 2013Q3 2023118
CITIGROUP INC 42420.00%0.01%0.03%Q2 2013Q3 2023104
BARCLAYS PLC 42420.00%0.00%0.02%Q2 2013Q3 202399
GOLDMAN SACHS GROUP INC 4240.00%0.01%0.04%Q1 2012Q3 202395
Walleye Trading LLC 1960.00%0.01%0.12%Q2 2013Q3 202392
Citadel Advisors 2910.00%0.00%0.01%Q2 2013Q3 202389
JANE STREET GROUP, LLC 25130.00%0.01%0.11%Q1 2014Q3 202373
D. E. Shaw & Co., Inc. 2810.00%0.01%0.09%Q2 2013Q2 202360
PEAK6 Group LLC 21210.00%0.02%0.05%Q2 2013Q2 201859
HUNTINGTON NATIONAL BANK 59590.00%0.02%0.08%Q1 2009Q3 202359
Twin Tree Management, LP 1110.00%0.05%0.39%Q4 2012Q3 202358
PEAK6 Investments LLC 21210.00%0.02%0.12%Q3 2018Q3 202355
WOLVERINE TRADING, LLC 610.00%0.01%0.03%Q2 2016Q3 202353
BNP PARIBAS FINANCIAL MARKETS 3720.00%0.00%0.02%Q2 2013Q3 202352
Parallax Volatility Advisers, L.P. 1710.00%0.01%0.09%Q2 2013Q3 202351
Bank of New York Mellon Corp 4220.00%0.02%0.48%Q1 2012Q3 202346
UBS Group AG 36360.00%0.00%0.02%Q4 2014Q3 202346
ROYAL BANK OF CANADA 42420.00%0.01%0.02%Q2 2013Q3 202346
Spot Trading L.L.C 16160.00%0.02%0.07%Q2 2013Q1 201745
HighTower Advisors, LLC 42420.00%0.02%0.12%Q2 2013Q3 202344
BRANDES INVESTMENT PARTNERS, LP 4030.06%0.46%1.51%Q4 2012Q3 202343
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.02%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.02%0.10%0.38%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.00%0.09%0.21%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.03%0.06%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.00%0.03%0.13%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.06%0.08%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.03%0.07%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.02%0.04%0.05%Q2 2013Q3 202342
Cardinal Capital Management 42420.43%0.58%0.70%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.01%0.02%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.02%0.03%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.01%0.02%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.02%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.00%0.01%0.03%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.04%0.07%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.02%0.06%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.01%0.03%Q2 2013Q3 202342
HERITAGE INVESTORS MANAGEMENT CORP 42420.30%0.44%0.58%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.01%0.02%0.05%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.01%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.03%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.08%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.01%0.02%0.05%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.01%0.03%0.14%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.02%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.00%0.02%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.00%0.04%0.08%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.21%0.34%0.53%Q2 2013Q3 202342
SALEM INVESTMENT COUNSELORS INC 28130.03%0.43%0.75%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.02%Q3 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.01%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.04%Q2 2013Q3 202341
Creative Planning 3380.01%0.01%0.04%Q2 2013Q3 202341
CIBC WORLD MARKET INC. 27140.00%0.01%0.02%Q2 2013Q3 202341
GFS Advisors, LLC 29120.02%0.61%2.37%Q2 2013Q3 202341
First Horizon Advisors, Inc. 2320.00%0.01%0.04%Q1 2012Q3 202340
TOCQUEVILLE ASSET MANAGEMENT L.P. 3820.01%0.03%0.09%Q2 2013Q3 202340
Checchi Capital Advisers, LLC 40400.11%0.19%0.41%Q4 2013Q3 202340
COMERICA BANK 3910.00%0.09%0.13%Q2 2013Q2 202340
Janney Montgomery Scott LLC 3460.00%0.01%0.03%Q3 2013Q3 202340
STATE STREET CORP 40400.00%0.00%0.00%Q4 2013Q3 202340
CKW FINANCIAL GROUP 40400.09%0.15%0.28%Q4 2013Q3 202340
Oakworth Capital, Inc. 39390.00%0.01%0.02%Q1 2014Q3 202339
KCM INVESTMENT ADVISORS LLC 2820.01%0.09%0.22%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.03%0.07%Q1 2014Q3 202339
Ativo Capital Management LLC 39390.67%1.14%2.41%Q2 2013Q4 202239
BLUESTEIN R H & CO LLC 38380.03%0.06%0.13%Q2 2013Q3 202238
LSV ASSET MANAGEMENT 38380.00%0.03%0.09%Q2 2014Q3 202338
JFS WEALTH ADVISORS, LLC 38380.00%0.01%0.02%Q2 2014Q3 202338
STEPHENS INC /AR/ 21170.01%0.02%0.07%Q2 2013Q3 202338
North Star Investment Management Corp. 21170.01%0.01%0.01%Q1 2014Q3 202338
Cetera Advisor Networks LLC 2110.01%0.02%0.03%Q4 2013Q3 202338
Private Advisor Group, LLC 1770.00%0.03%0.10%Q4 2013Q3 202338
ASSETMARK, INC 38380.00%0.05%0.22%Q3 2013Q4 202238
REGENTATLANTIC CAPITAL LLC 38380.01%0.10%0.29%Q2 2013Q3 202238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3410.01%0.03%0.06%Q2 2013Q4 202237
HOURGLASS CAPITAL, LLC 2020.03%0.06%0.10%Q2 2013Q3 202337
Capital Investment Counsel, Inc 3610.04%0.79%1.81%Q2 2013Q3 202337
Gilman Hill Asset Management, LLC 37370.23%0.48%0.73%Q3 2014Q3 202337
MUFG Americas Holdings Corp 3250.00%0.04%0.13%Q4 2010Q2 202037
Renaissance Technologies 3120.00%0.10%0.20%Q3 2013Q3 202337
Invesco Ltd. 2630.00%0.01%0.03%Q2 2013Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.11%0.22%0.33%Q2 2013Q1 202236
Community Bank, N.A. 36360.00%0.01%0.02%Q4 2014Q3 202336
SOL Capital Management CO 36360.04%0.13%0.21%Q2 2013Q1 202236
CREDIT SUISSE AG/ 2120.00%0.01%0.04%Q1 2013Q4 202236
Fisher Asset Management, LLC 1830.00%0.52%1.44%Q2 2013Q3 202336
AUXIER ASSET MANAGEMENT 18180.04%0.05%0.06%Q2 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.02%0.10%Q4 2014Q3 202336
ROCKY MOUNTAIN ADVISERS, LLC 36360.00%0.01%0.02%Q3 2014Q2 202336
Mirae Asset Global Investments Co., Ltd. 2330.00%0.02%0.07%Q4 2011Q3 202136
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.08%0.10%0.16%Q2 2013Q1 202236
VALLEY NATIONAL ADVISERS INC 35350.00%0.00%0.00%Q1 2015Q3 202335
FOSTER & MOTLEY INC 35350.04%0.45%0.81%Q1 2015Q3 202335
Tower Research Capital LLC (TRC) 1810.00%0.01%0.03%Q3 2013Q3 202335
D.A. DAVIDSON & CO. 2780.00%0.02%0.08%Q2 2013Q3 202335
American Trust Investment Advisors, LLC 2960.15%0.21%0.28%Q4 2014Q3 202335
Sandy Spring Bank 3320.00%0.01%0.01%Q2 2013Q3 202335
HOWE & RUSLING INC 19160.00%0.01%0.04%Q2 2013Q3 202235
Allworth Financial LP 35350.00%0.00%0.02%Q1 2015Q3 202335
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1850.00%0.03%0.11%Q2 2013Q3 202335
River Wealth Advisors LLC 35350.20%0.57%1.37%Q1 2015Q3 202335
Cutler Group LLC / CA 1710.00%0.01%0.10%Q4 2015Q3 202335
CWM, LLC 2420.00%0.04%0.07%Q3 2013Q3 202334
GUGGENHEIM CAPITAL LLC 2910.00%0.00%0.01%Q2 2013Q3 202234
MILLENNIUM MANAGEMENT LLC 1110.00%0.01%0.04%Q2 2013Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.00%0.15%0.39%Q2 2015Q3 202334
ENTERPRISE FINANCIAL SERVICES CORP 3310.02%0.04%0.14%Q2 2013Q3 202334
REILLY FINANCIAL ADVISORS, LLC 2940.00%0.55%2.32%Q2 2013Q4 202133
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
BOKF, NA 1450.00%0.01%0.02%Q2 2013Q3 202333
JARISLOWSKY, FRASER Ltd 21120.00%0.03%0.07%Q2 2013Q3 202133
Bartlett & Co. LLC 2140.00%0.00%0.01%Q2 2013Q4 202333
Raymond James Financial Services Advisors, Inc. 33330.00%0.01%0.03%Q3 2015Q3 202333
ADVISOR PARTNERS LLC 2020.07%0.22%0.43%Q2 2013Q2 202233
Cubist Systematic Strategies, LLC 1310.00%0.04%0.21%Q2 2014Q3 202333
WHITTIER TRUST CO OF NEVADA INC 3210.00%0.00%0.01%Q2 2013Q4 202233
DONALDSON CAPITAL MANAGEMENT, LLC 2840.01%1.13%2.75%Q1 2010Q1 202232
BlackRock Inc. 32320.00%0.00%0.00%Q4 2015Q3 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.19%0.39%0.72%Q4 2015Q3 202332
EAGLE ASSET MANAGEMENT INC 2420.00%0.00%0.02%Q2 2015Q3 202331
Aperio Group, LLC 31310.24%0.38%0.60%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
LOGAN CAPITAL MANAGEMENT INC 31310.03%0.06%0.10%Q2 2014Q4 202131
TRUST CO OF VERMONT 31310.00%0.00%0.00%Q2 2013Q4 202031
Baird Financial Group, Inc. 1540.00%0.00%0.01%Q2 2015Q3 202331
BROWN BROTHERS HARRIMAN & CO 1510.00%0.00%0.00%Q1 2013Q3 202331
Carroll Financial Associates, Inc. 16150.00%0.00%0.01%Q3 2013Q4 202131
Dorsey & Whitney Trust CO LLC 2420.04%0.07%0.10%Q4 2014Q3 202331
Freedom Investment Management, Inc. 2720.02%0.05%0.10%Q2 2013Q4 202131
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202331
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2910.00%0.00%0.00%Q2 2013Q3 202331
Saturna Capital CORP 31310.01%0.08%0.14%Q2 2013Q4 202031
REGIONS FINANCIAL CORP 1210.00%0.01%0.04%Q2 2013Q3 202330
FRANKLIN RESOURCES INC 17130.00%0.02%0.06%Q2 2013Q3 202330
AMERICAN CENTURY COMPANIES INC 1620.00%0.00%0.02%Q4 2013Q3 202330
Diligent Investors, LLC 2640.24%0.53%1.19%Q1 2016Q3 202330
Cornerstone Advisors, Inc. 30300.01%0.05%0.14%Q2 2013Q3 202030
Gradient Investments LLC 2910.00%0.03%0.13%Q3 2013Q3 202330
OPTIMUM INVESTMENT ADVISORS 2020.01%0.02%0.03%Q3 2013Q4 202329
Cribstone Capital Management, LLC 29290.00%0.13%1.09%Q4 2015Q4 202229
TD ASSET MANAGEMENT INC 2540.00%0.00%0.02%Q2 2013Q4 202129
ADAGE CAPITAL PARTNERS GP, L.L.C. 29290.08%0.27%0.42%Q2 2013Q2 202029
UBS ASSET MANAGEMENT AMERICAS INC 2630.00%0.01%0.02%Q2 2013Q3 202329
Field & Main Bank 1440.00%0.36%1.44%Q4 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.02%0.05%Q4 2013Q4 202029
American Assets Investment Management, LLC 29290.39%0.54%0.85%Q3 2016Q3 202329
SCHRODER INVESTMENT MANAGEMENT GROUP 2450.00%0.00%0.00%Q3 2013Q3 202329
Sunbelt Securities, Inc. 2630.00%0.94%3.01%Q4 2014Q3 202329
Fiera Capital Corp 29290.05%0.12%0.39%Q4 2013Q4 202029
Parkside Financial Bank & Trust 2540.00%0.01%0.01%Q3 2015Q3 202329
Parallel Advisors, LLC 28280.01%0.02%0.03%Q4 2016Q3 202328
World Asset Management Inc 28280.10%0.34%0.52%Q2 2013Q1 202028
TORONTO DOMINION BANK 2530.00%0.00%0.01%Q1 2013Q3 202328
PALLADIUM PARTNERS LLC 2440.01%0.46%1.20%Q1 2014Q1 202228
Pflug Koory, LLC 28280.06%0.11%0.14%Q4 2016Q3 202328
TCI Wealth Advisors, Inc. 2010.01%0.03%0.05%Q4 2012Q1 202328
WOLVERINE ASSET MANAGEMENT LLC 1110.00%0.00%0.01%Q2 2013Q1 201828
HARTLINE INVESTMENT CORP/ 28280.17%0.26%0.32%Q2 2013Q1 202028
LEVEL FOUR ADVISORY SERVICES, LLC 28280.04%0.10%0.45%Q4 2016Q3 202328
Martin Investment Management, LLC 28282.04%3.97%6.29%Q4 2016Q3 202328
Advisory Services Network, LLC 1210.00%0.02%0.13%Q4 2013Q3 202327
DELTA ASSET MANAGEMENT LLC/TN 27270.00%0.00%0.00%Q2 2013Q4 201927
Sargent Bickham Lagudis LLC 27270.00%0.00%0.00%Q2 2016Q4 202227
BESSEMER GROUP INC 1510.00%0.00%0.00%Q2 2013Q3 202327
MML INVESTORS SERVICES, LLC 27270.01%0.01%0.02%Q1 2017Q3 202327
GREENLEAF TRUST 2520.01%0.03%0.05%Q4 2016Q3 202327
Rehmann Capital Advisory Group 1550.00%0.04%0.10%Q2 2013Q4 202127
Cumberland Partners Ltd 27270.08%0.28%0.58%Q3 2013Q1 202027
Caprock Group, LLC 2610.03%0.07%0.12%Q1 2016Q3 202327
Lenox Wealth Management, Inc. 27270.00%0.02%0.11%Q4 2013Q2 202027
MCF Advisors LLC 1110.00%0.00%0.01%Q4 2011Q3 202327
MOODY NATIONAL BANK TRUST DIVISION 15120.02%0.06%0.11%Q2 2013Q1 202227
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.02%0.04%Q2 2013Q4 201927
SYNOVUS FINANCIAL CORP 17100.00%0.00%0.02%Q2 2013Q2 202027
Steward Partners Investment Advisory, LLC 1880.00%0.01%0.05%Q4 2016Q3 202326
Crossmark Global Holdings, Inc. 2510.19%0.37%0.62%Q3 2016Q3 202326
HOERTKORN RICHARD CHARLES 26260.28%1.31%2.70%Q4 2013Q1 202026
SYSTEMATIC FINANCIAL MANAGEMENT LP 26260.01%0.03%0.06%Q4 2013Q1 202026
Pacer Advisors, Inc. 1210.01%0.31%1.87%Q4 2013Q3 202326
NEXT Financial Group, Inc 1360.00%0.04%0.16%Q3 2014Q4 202126
SCHAFER CULLEN CAPITAL MANAGEMENT INC 16100.00%0.21%1.11%Q2 2013Q1 202126
KEYBANK NATIONAL ASSOCIATION/OH 1120.00%0.00%0.01%Q4 2012Q3 202326
RHUMBLINE ADVISERS 1310.00%0.00%0.01%Q2 2013Q3 202326
Armor Investment Advisors, LLC 26260.18%0.72%0.98%Q4 2016Q1 202326
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
Global Retirement Partners, LLC 1870.00%0.00%0.01%Q2 2017Q3 202325
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2410.10%0.47%0.76%Q2 2013Q3 201925
FDx Advisors, Inc. 1110.01%0.13%0.61%Q2 2013Q3 202325
Kistler-Tiffany Companies, LLC 1630.00%0.00%0.00%Q2 2013Q2 202325
Westside Investment Management, Inc. 1510.00%0.04%0.14%Q4 2016Q3 202325
SILVERCREST ASSET MANAGEMENT GROUP LLC 25250.02%0.03%0.04%Q1 2014Q1 202025
HOWARD HUGHES MEDICAL INSTITUTE 2231.10%3.58%6.66%Q2 2013Q4 202225
COMMERCE BANK 1210.00%0.00%0.01%Q3 2013Q3 202325
Smithfield Trust Co 2010.00%0.01%0.10%Q2 2013Q3 202325
D'Orazio & Associates, Inc. 2410.01%0.01%0.02%Q1 2015Q3 202125
Tradewinds Capital Management, LLC 1690.00%0.00%0.01%Q4 2013Q3 202325
SUNTRUST BANKS INC 1690.00%0.01%0.04%Q2 2013Q3 201925
BB&T SECURITIES, LLC 13120.00%0.01%0.04%Q2 2013Q3 201925
MACQUARIE GROUP LTD 24240.00%0.01%0.17%Q2 2013Q1 201924
M&R CAPITAL MANAGEMENT INC 2010.01%0.03%0.07%Q4 2013Q1 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.02%0.03%0.05%Q4 2017Q3 202324
WEDBUSH SECURITIES INC 1310.01%0.03%0.05%Q1 2015Q3 202324
Hudock, Inc. 2040.00%0.03%0.08%Q2 2013Q3 202224
AdvisorNet Financial, Inc 24240.00%0.00%0.01%Q4 2017Q3 202324
Harel Insurance Investments & Financial Services Ltd. 12120.00%0.00%0.04%Q1 2017Q3 202324
Cable Hill Partners, LLC 1860.00%0.02%0.07%Q4 2014Q3 202324
VISTA INVESTMENT MANAGEMENT 1940.12%0.20%0.35%Q4 2017Q3 202323
FEDERATED HERMES, INC. 1010.00%0.02%0.08%Q2 2013Q3 202323
Valeo Financial Advisors, LLC 1580.00%0.01%0.03%Q3 2017Q3 202323
Montecito Bank & Trust 2010.07%0.10%0.17%Q4 2015Q4 202323
OPPENHEIMER ASSET MANAGEMENT INC. 2030.00%0.07%0.13%Q1 2017Q3 202323
MARK SHEPTOFF FINANCIAL PLANNING, LLC 12110.00%0.01%0.02%Q1 2014Q3 202323
SVB WEALTH LLC 1490.00%0.02%0.06%Q4 2014Q3 202323
ATLAS CAPITAL ADVISORS LLC 23230.02%0.17%0.43%Q1 2018Q3 202323
Hodges Capital Management Inc. 1330.01%0.17%0.57%Q2 2013Q4 202223
EVERGREEN CAPITAL MANAGEMENT LLC 23230.02%0.05%0.34%Q1 2018Q3 202323
TWO SIGMA SECURITIES, LLC 410.00%0.01%0.05%Q1 2018Q2 202323
BDO Wealth Advisors, LLC 13100.00%0.01%0.02%Q2 2017Q2 202323
Cullen Capital Management, LLC 1760.01%0.32%0.88%Q4 2017Q3 202323
Avior Wealth Management, LLC 2210.00%0.00%0.00%Q1 2014Q2 202323
1832 Asset Management L.P. 2210.00%0.01%0.03%Q2 2014Q3 202123
Plante Moran Financial Advisors, LLC 1310.00%0.00%0.03%Q3 2013Q1 202323
Ballentine Partners, LLC 23230.01%0.02%0.02%Q1 2018Q3 202323
Gemmer Asset Management LLC 1710.00%0.00%0.01%Q2 2014Q1 202223
CULLEN/FROST BANKERS, INC. 23230.00%0.00%0.01%Q1 2018Q3 202323
Glassman Wealth Services 1660.00%0.01%0.02%Q4 2014Q3 202322
Lester Murray Antman dba SimplyRich 1840.49%0.60%0.81%Q4 2017Q3 202322
ADIRONDACK TRUST CO 1660.01%0.01%0.03%Q4 2015Q3 202322
Robinson Value Management, Ltd. 1211.41%2.96%4.25%Q4 2016Q3 202322
SevenBridge Financial Group, LLC 1320.05%0.12%0.25%Q2 2016Q3 202322
BAINCO INTERNATIONAL INVESTORS 22220.04%0.08%0.12%Q1 2013Q2 201822
Compagnie Lombard Odier SCmA 11110.00%0.00%0.01%Q4 2013Q3 202322
Intercontinental Wealth Advisors, LLC 22220.12%0.16%0.22%Q3 2017Q4 202222
LS Investment Advisors, LLC 22220.00%0.01%0.01%Q2 2013Q3 201822
People's United Financial, Inc. 1710.00%0.00%0.05%Q2 2013Q1 202222
K.J. Harrison & Partners Inc 22220.30%0.59%0.92%Q2 2013Q3 201822
Johanson Financial Advisors, Inc. 1340.08%0.21%0.49%Q4 2015Q4 202122
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
SCHWARTZ INVESTMENT COUNSEL INC 1650.03%0.08%0.12%Q2 2013Q3 202021
BAILARD, INC. 1830.01%0.02%0.03%Q1 2018Q3 202321
ALTFEST L J & CO INC 1650.05%0.26%1.06%Q2 2016Q4 202121
First Allied Advisory Services, Inc. 810.01%0.02%0.04%Q3 2014Q3 202021
Ledyard National Bank 21210.00%0.00%0.01%Q2 2013Q2 201821
WESBANCO BANK INC 1290.01%0.05%0.15%Q2 2013Q3 201821
NBT BANK N A /NY 2010.02%0.15%0.25%Q2 2013Q3 202321
CenterStar Asset Management, LLC 410.00%0.12%0.98%Q2 2018Q2 202221
ROTHSCHILD INVESTMENT LLC /IL 1510.02%0.04%0.06%Q2 2016Q3 202321
SIMPLEX TRADING, LLC 810.00%0.01%0.05%Q1 2015Q1 202320
Ameritas Investment Partners, Inc. 20200.00%0.00%0.00%Q4 2015Q3 202020
HSBC HOLDINGS PLC 1510.00%0.00%0.01%Q1 2012Q3 202120
Financial Gravity Asset Management, Inc. 1230.00%0.02%0.10%Q1 2018Q3 202320
OLD MISSION CAPITAL LLC 710.02%0.16%0.55%Q4 2014Q3 202320
Lindbrook Capital, LLC 20200.02%0.05%0.11%Q4 2018Q3 202320
Fort Sheridan Advisors LLC 20200.08%0.12%0.19%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20200.13%0.20%0.35%Q4 2018Q3 202320
CAPITAL FUND MANAGEMENT S.A. 710.00%0.03%0.14%Q2 2013Q1 201820
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.01%0.01%Q4 2017Q3 202220
SEGALL BRYANT & HAMILL, LLC 1460.00%0.01%0.01%Q2 2018Q2 202320
Henry James International Management Inc. 20200.08%0.13%0.28%Q4 2018Q3 202320
OPPENHEIMER & CO INC 1010.02%0.03%0.05%Q2 2013Q2 202320
GABELLI FUNDS LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.00%0.00%Q4 2017Q4 202220
HUTCHINSON CAPITAL MANAGEMENT/CA 20202.60%3.04%3.44%Q2 2016Q1 202120
EATON VANCE MANAGEMENT 19190.00%0.00%0.00%Q1 2018Q3 202219
TSFG, LLC 19190.01%0.01%0.01%Q1 2019Q3 202319
Patriot Financial Group Insurance Agency, LLC 1540.00%0.01%0.04%Q4 2016Q2 202219
Brandywine Global Investment Management, LLC 19190.00%1.16%2.10%Q2 2013Q4 201719
Estabrook Capital Management 1450.00%0.00%0.01%Q2 2013Q3 202319
Private Capital Group, LLC 19190.02%0.06%0.13%Q4 2017Q2 202219
EDMOND DE ROTHSCHILD HOLDING S.A. 19190.00%0.00%0.01%Q4 2018Q2 202319
180 WEALTH ADVISORS, LLC 1720.06%0.12%0.21%Q4 2017Q3 202319
Clark Capital Management Group, Inc. 810.03%0.30%0.68%Q2 2013Q3 202319
CITIZENS FINANCIAL GROUP INC/RI 19190.00%0.01%0.01%Q4 2015Q2 202019
Boston Trust Walden Corp 19190.00%0.01%0.01%Q4 2017Q2 202219
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 19190.23%0.29%0.35%Q2 2016Q4 202019
Burt Wealth Advisors 1450.00%0.02%0.03%Q2 2015Q4 202019
Zions Bancorporation, N.A. 19190.01%0.03%0.07%Q1 2019Q3 202319
Balentine LLC 1450.00%0.02%0.06%Q3 2018Q3 202319
Rikoon Group, LLC 19190.23%0.36%0.44%Q3 2016Q1 202119
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.05%0.10%0.16%Q1 2014Q3 201819
Sutton Wealth Advisors Inc. 1720.01%0.01%0.02%Q1 2016Q3 202319
WRIGHT INVESTORS SERVICE INC 19190.19%1.57%2.50%Q2 2013Q4 201719
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.08%0.15%Q1 2019Q3 202319
SAGE RHINO CAPITAL LLC 19190.13%0.17%0.24%Q1 2019Q3 202319
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 1720.00%0.77%1.35%Q2 2013Q3 202019
COMMERZBANK AKTIENGESELLSCHAFT /FI 1090.00%0.01%0.03%Q2 2013Q4 201919
MANUFACTURERS LIFE INSURANCE COMPANY, THE 19190.00%0.00%0.00%Q4 2013Q2 201819
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
NOMURA HOLDINGS INC 810.00%4.80%43.54%Q1 2013Q1 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.00%Q4 2018Q1 202318
Hanson & Doremus Investment Management 1410.00%0.00%0.01%Q2 2013Q1 202118
Mitsubishi UFJ Asset Management Co., Ltd. 18180.00%0.01%0.05%Q2 2019Q3 202318
Covington Capital Management 1260.00%0.04%0.08%Q3 2017Q3 202218
Clarius Group, LLC 18180.04%0.06%0.08%Q2 2019Q3 202318
Wambolt & Associates, LLC 18180.20%0.46%0.69%Q2 2019Q3 202318
CAPITAL INSIGHT PARTNERS, LLC 18180.29%0.40%0.74%Q2 2019Q3 202318
Legacy Financial Advisors, Inc. 1260.02%0.06%0.14%Q4 2017Q3 202318
Prestige Wealth Management Group LLC 1710.00%0.00%0.02%Q4 2018Q3 202318
UBS AG 660.00%0.01%0.02%Q2 2013Q3 201418
Sequoia Financial Advisors, LLC 860.00%0.01%0.02%Q1 2020Q3 202318
Connor, Clark & Lunn Investment Management Ltd. 710.00%0.02%0.06%Q1 2017Q2 202318
MISSION WEALTH MANAGEMENT, LP 910.01%0.04%0.08%Q2 2015Q3 202318
Integrated Wealth Concepts LLC 18180.03%0.07%0.10%Q2 2019Q3 202318
RAY GERALD L & ASSOCIATES LTD 18180.08%0.12%0.18%Q2 2013Q3 201718
Cresset Asset Management, LLC 1620.00%0.01%0.02%Q4 2018Q3 202318
B. Riley Wealth Advisors, Inc. 1110.01%0.02%0.06%Q2 2013Q3 202317
Bedel Financial Consulting, Inc. 17170.01%0.02%0.03%Q1 2018Q1 202217
WEBSTER BANK, N. A. 1610.00%0.01%0.01%Q4 2016Q3 202317
WFG Advisors, LP 17170.02%0.10%0.19%Q2 2013Q2 201717
Chanos & Co LP 13130.05%1.38%3.52%Q2 2015Q2 201817
TRADITION CAPITAL MANAGEMENT LLC 1070.56%1.05%1.57%Q2 2014Q1 201917
CAPSTONE ASSET MANAGEMENT CO 17170.27%0.59%0.90%Q2 2013Q2 201717
Virtu KCG Holdings LLC 16160.01%0.02%0.06%Q3 2013Q2 201717
Stratos Wealth Partners, LTD. 1010.01%0.02%0.06%Q3 2014Q3 202317
1st Global Advisors, Inc. 17170.06%0.16%0.26%Q2 2013Q2 201717
WEALTHCARE CAPITAL MANAGEMENT LLC 1310.00%0.00%0.00%Q3 2014Q1 202117
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.00%0.04%0.10%Q1 2016Q2 202317
GRIMES & COMPANY, INC. 17170.21%0.43%0.86%Q1 2014Q1 201817
PRENTISS SMITH & CO INC 16160.01%0.01%0.01%Q4 2014Q3 201816
Kerntke Otto McGlone Wealth Management Group 16160.20%0.42%1.46%Q4 2019Q3 202316
HighTower Trust Company, N.A. 16160.04%0.31%0.59%Q1 2015Q4 201816
Column Capital Advisors, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Ethic Inc. 16160.04%0.18%0.27%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.00%0.03%0.14%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 1150.00%0.00%0.01%Q2 2019Q3 202316
Aberdeen Wealth Management LLC 16160.18%0.25%0.39%Q4 2019Q3 202316
Sterling Investment Advisors, Ltd. 16160.00%0.00%0.00%Q3 2018Q2 202216
CLEAR STREET MARKETS LLC 910.01%0.09%0.40%Q3 2017Q3 202316
ETRADE Capital Management LLC 16160.01%0.03%0.05%Q2 2013Q1 201716
Carmichael Hill & Associates, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
Avalon Investment & Advisory 970.01%0.03%0.08%Q1 2015Q3 202216
Mine & Arao Wealth Creation & Management, LLC. 16160.01%0.01%0.01%Q4 2019Q3 202316
Clear Harbor Asset Management, LLC 16160.01%0.04%0.06%Q4 2019Q3 202316
First Dallas Securities Inc. 960.15%0.25%0.42%Q2 2013Q2 201915
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
MURPHY CAPITAL MANAGEMENT INC 15150.03%0.12%0.16%Q2 2013Q4 201615
Corient Capital Partners, LLC 15150.03%0.06%0.10%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
LAKE STREET ADVISORS GROUP, LLC 15150.03%0.07%0.11%Q4 2017Q2 202115
COLONY GROUP LLC 920.00%0.01%0.01%Q4 2013Q3 202215
Ellevest, Inc. 1410.00%0.02%0.08%Q4 2019Q3 202315
OFI Advisors LLC 1140.06%0.11%0.24%Q3 2011Q3 201515
I.G. INVESTMENT MANAGEMENT, LTD. 15150.02%0.05%0.07%Q2 2013Q4 201615
Proficio Capital Partners LLC 15150.00%0.07%0.12%Q4 2015Q2 201915
BRINKER CAPITAL INC 1210.03%0.52%4.16%Q2 2013Q2 202015
Hartford Financial Management Inc. 1230.00%0.00%0.01%Q2 2014Q1 201815
THORNBURG INVESTMENT MANAGEMENT INC 1140.00%0.38%0.72%Q2 2013Q1 201715
TWO SIGMA INVESTMENTS, LP 610.00%0.02%0.12%Q2 2013Q2 202115
Patten Group, Inc. 15150.04%0.05%0.07%Q2 2015Q4 201815
Calvert Investment Management, Inc. 15150.05%0.83%1.62%Q2 2013Q4 201615
AllSquare Wealth Management LLC 1230.00%0.00%0.01%Q4 2014Q3 202315
DREMAN VALUE MANAGEMENT, L L C 740.00%0.09%0.47%Q1 2014Q1 201815
Vanguard Personalized Indexing Management, LLC 15150.07%0.21%0.50%Q1 2020Q3 202315
STEWART & PATTEN CO LLC 15150.04%0.06%0.07%Q2 2013Q4 201615
Allianz Asset Management GmbH 640.00%0.00%0.01%Q2 2013Q4 202115
USA FINANCIAL FORMULAS 1140.00%0.12%0.34%Q2 2016Q1 202115
Providence Capital Advisors, LLC 15150.01%0.01%0.01%Q1 2020Q3 202315
RPG Investment Advisory, LLC 15150.00%0.00%0.00%Q2 2017Q4 202015
Rosenberg Matthew Hamilton 15150.06%0.09%0.12%Q1 2020Q3 202315
SG Americas Securities, LLC 610.00%0.01%0.03%Q4 2014Q1 202315
Quantitative Investment Management, LLC 310.03%0.05%0.10%Q4 2014Q2 202115
LEE DANNER & BASS INC 15150.03%0.04%0.04%Q1 2020Q3 202315
Wealthstreet Investment Advisors, LLC 14140.04%0.06%0.10%Q4 2017Q1 202114
CAPITAL ONE, NATIONAL ASSOCIATION 1130.02%0.04%0.06%Q2 2013Q4 201614
ZEVIN ASSET MANAGEMENT LLC 1220.05%1.86%4.28%Q2 2013Q4 201714
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.01%0.02%Q2 2017Q3 202014
BROWN ADVISORY INC 810.00%0.00%0.00%Q2 2014Q3 202314
OLD NATIONAL BANCORP /IN/ 1130.02%0.05%0.08%Q2 2013Q4 201614
Wealthspire Advisors, L.P. 14140.00%0.01%0.04%Q4 2015Q1 201914
Donald Smith & Co. 14140.00%1.46%2.20%Q2 2013Q3 201614
BRANDYWINE OAK PRIVATE WEALTH LLC 1310.00%0.04%0.07%Q4 2018Q3 202214
Hawkins Capital L.P. 14140.19%1.36%2.47%Q2 2014Q3 201714
BLAIR WILLIAM & CO/IL 410.00%0.00%0.01%Q2 2013Q1 202214
FIRST NATIONAL TRUST CO 14140.04%0.15%0.28%Q2 2014Q3 201714
SCOUT INVESTMENTS, INC. 1220.01%0.02%0.06%Q2 2013Q4 201614
Financial Management Professionals, Inc. 14140.00%0.01%0.01%Q2 2020Q3 202314
MYCIO WEALTH PARTNERS, LLC 14140.01%0.01%0.02%Q2 2013Q3 201614
BOSTON ADVISORS LLC 14140.01%0.02%0.05%Q2 2016Q3 201914
RITHOLTZ WEALTH MANAGEMENT 14140.04%0.07%0.12%Q2 2020Q3 202314
Clean Yield Group 910.01%0.01%0.02%Q1 2015Q4 202014
SRS Capital Advisors, Inc. 710.00%0.00%0.01%Q4 2016Q3 202314
Smith, Salley & Associates 310.02%0.04%0.06%Q2 2015Q3 202014
NEW YORK STATE COMMON RETIREMENT FUND 1130.00%0.01%0.01%Q4 2016Q3 202314
Tradewinds Global Investors, LLC 14140.71%1.68%3.90%Q2 2013Q3 201614
MSI Financial Services Inc 860.01%0.02%0.04%Q2 2013Q4 201614
LMR Partners LLP 710.03%0.27%1.16%Q3 2016Q3 202314
Lee Financial Co 1310.00%0.01%0.01%Q1 2018Q3 202314
LBA Wealth Management, LLC 14140.01%0.01%0.01%Q4 2013Q1 201714
McLean Asset Management Corp 13130.07%0.12%0.20%Q4 2020Q4 202313
Snowden Capital Advisors LLC 820.01%0.01%0.02%Q2 2019Q3 202313
Ariel Investments 760.00%0.01%0.03%Q2 2013Q2 201713
Key FInancial Inc 1210.00%0.01%0.01%Q1 2020Q3 202313
Brinker Capital Investments, LLC 1010.00%0.02%0.04%Q3 2016Q4 202213
IEQ CAPITAL, LLC 1120.01%0.02%0.02%Q2 2020Q3 202313
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 13131.06%1.79%2.46%Q2 2013Q2 201613
Hexagon Capital Partners LLC 13130.00%0.01%0.06%Q3 2020Q3 202313
A.R.T. Advisors, LLC 410.01%0.10%0.37%Q2 2013Q2 201913
Atria Investments, Inc 710.01%0.03%0.04%Q3 2014Q2 202213
Legacy Advisors, LLC 810.03%0.10%0.18%Q4 2016Q3 202313
PARADIGM ASSET MANAGEMENT CO LLC 850.02%0.03%0.04%Q2 2013Q3 202313
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 13130.01%0.07%0.18%Q3 2013Q3 201613
INTEGRAL DERIVATIVES, LLC 610.00%0.02%0.12%Q4 2013Q4 201613
Kestra Advisory Services, LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Apriem Advisors 1210.00%0.01%0.01%Q2 2014Q2 201813
KANALY TRUST CO 13130.00%0.01%0.03%Q4 2013Q4 201613
Independent Portfolio Consultants, Inc. 13130.15%0.25%0.45%Q2 2014Q2 201713
JANUS HENDERSON GROUP PLC 13130.00%0.00%0.00%Q4 2016Q4 201913
RMB Capital Management, LLC 1110.01%0.07%0.26%Q2 2013Q3 201913
Candriam S.C.A. 710.00%0.01%0.06%Q2 2018Q1 202213
PRIVATE TRUST CO NA 760.00%0.01%0.02%Q1 2013Q3 202313
Pacifica Partners Inc. 13130.01%0.02%0.03%Q4 2020Q4 202313
Westover Capital Advisors, LLC 13130.09%0.10%0.15%Q3 2020Q3 202313
Pinnacle Wealth Planning Services, Inc. 920.03%0.07%0.13%Q4 2019Q3 202313
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Vantage Investment Partners, LLC 13131.36%4.68%8.35%Q2 2013Q2 201613
JANICZEK WEALTH MANAGEMENT, LLC 13130.02%0.05%0.10%Q3 2020Q3 202313
THOMPSON DAVIS & CO., INC. 13130.01%0.02%0.04%Q3 2014Q3 201713
Telos Capital Management, Inc. 13130.43%0.75%0.96%Q2 2014Q2 201713
Zions Bancorporation 1110.01%0.10%0.35%Q1 2015Q3 201813
EXANE DERIVATIVES 910.00%0.01%0.04%Q3 2016Q1 202213
CASTLEARK MANAGEMENT LLC 850.09%0.23%0.42%Q3 2013Q4 201613
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
HBK INVESTMENTS L P 520.00%0.02%0.06%Q3 2013Q4 201813
Bogart Wealth, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Cetera Investment Advisers 12120.01%0.02%0.03%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
ClearBridge Investments 12120.00%0.00%0.01%Q2 2013Q1 201612
First Trust Direct Indexing L.P. 12120.22%0.28%0.34%Q4 2020Q3 202312
Certified Advisory Corp 1110.00%0.01%0.01%Q4 2017Q1 202112
SOA Wealth Advisors, LLC. 12120.01%0.01%0.01%Q4 2020Q3 202312
NorthCoast Asset Management LLC 510.05%0.13%0.26%Q3 2013Q3 202112
Convergence Investment Partners, LLC 1110.01%0.12%0.45%Q2 2013Q1 201812
Thomas J. Herzfeld Advisors, Inc. 720.00%0.01%0.03%Q4 2014Q3 202112
Front Row Advisors LLC 750.00%0.00%0.01%Q4 2017Q3 202312
PDS Planning, Inc 12120.04%0.06%0.10%Q4 2020Q3 202312
STRATEGY ASSET MANAGERS LLC 12120.06%0.07%0.10%Q2 2013Q1 201612
American National Registered Investment Advisor, Inc. 12120.14%0.17%0.20%Q2 2013Q1 201612
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1110.02%0.18%0.35%Q3 2020Q3 202312
Orca Investment Management, LLC 12120.32%0.49%0.63%Q4 2013Q3 201612
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.83%1.19%1.96%Q4 2020Q3 202312
BAHL & GAYNOR INC 12120.00%0.01%0.01%Q2 2013Q1 201612
Wealthcare Advisory Partners LLC 1110.00%0.02%0.02%Q3 2017Q1 202112
Clearstead Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
HAP Trading, LLC 610.00%0.10%0.26%Q3 2014Q2 202312
Nuveen Asset Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Sound Income Strategies, LLC 1110.00%0.00%0.00%Q2 2018Q3 202312
Tacita Capital Inc 12120.01%0.01%0.01%Q4 2020Q3 202312
FARMERS & MERCHANTS INVESTMENTS INC 910.00%0.00%0.00%Q3 2014Q4 202212
HARBOR INVESTMENT ADVISORY, LLC 1110.00%0.00%0.00%Q4 2019Q3 202312
Berman Capital Advisors, LLC 12120.00%0.01%0.02%Q4 2018Q3 202112
PARK AVENUE SECURITIES LLC 1110.02%0.02%0.03%Q2 2020Q3 202312
BANK OF STOCKTON 12120.20%0.30%0.47%Q2 2013Q1 201612
Apex Capital Management 12120.01%0.02%0.02%Q2 2013Q1 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.28%0.38%0.55%Q4 2020Q3 202312
CENTAURUS FINANCIAL, INC. 1110.01%0.01%0.02%Q2 2018Q1 202312
Timber Hill LLC 810.01%0.02%0.04%Q4 2013Q1 201712
BRIGHTON JONES LLC 1020.01%0.02%0.08%Q3 2013Q3 202312
CoreFirst Bank & Trust 12120.04%0.06%0.06%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.00%0.00%Q4 2018Q3 202112
GRATRY & Co LLC 12121.36%2.92%3.38%Q2 2013Q1 201612
TECTONIC ADVISORS LLC 12120.03%0.05%0.07%Q4 2020Q3 202312
Chevy Chase Trust Holdings, LLC 510.00%0.00%0.00%Q2 2014Q4 202112
Keel Point, LLC 11110.02%0.03%0.05%Q1 2021Q3 202311
AE Wealth Management LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
HL FINANCIAL SERVICES LLC 11110.01%0.01%0.01%Q3 2016Q1 201911
OBERWEIS ASSET MANAGEMENT INC/ 11110.05%0.06%0.08%Q2 2013Q4 201511
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.01%0.01%Q1 2021Q3 202311
TimeScale Financial, Inc. 1010.00%0.00%0.00%Q2 2019Q2 202311
Qube Research & Technologies Ltd 510.00%0.02%0.06%Q4 2019Q3 202311
Hardman Johnston Global Advisors LLC 11110.95%1.74%2.19%Q2 2013Q4 201511
CAUSEWAY CAPITAL MANAGEMENT LLC 11110.39%0.56%0.82%Q2 2013Q4 201511
HARTWELL J M LIMITED PARTNERSHIP 11110.14%0.16%0.19%Q2 2013Q4 201511
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
Financial Architects, Inc 510.00%0.01%0.01%Q3 2013Q1 201711
RBA Wealth Management, LLC 11110.94%1.74%2.95%Q1 2019Q3 202111
Addison Advisors LLC 1010.00%0.07%0.12%Q4 2020Q3 202311
TRUEWEALTH LLC 11110.00%0.00%0.01%Q4 2017Q2 202011
Hudson Portfolio Management LLC 11110.76%0.88%1.04%Q1 2021Q3 202311
OneDigital Investment Advisors LLC 920.00%0.00%0.02%Q2 2017Q2 202211
COLRAIN CAPITAL LLC 1010.01%0.07%0.19%Q2 2013Q1 201611
Wilkinson Global Asset Management LLC 11112.40%3.76%5.03%Q1 2021Q3 202311
Marshall Wace North America L.P. 510.00%0.05%0.17%Q4 2017Q2 202111
LAZARD ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q4 2014Q3 202311
Grove Bank & Trust 920.00%0.03%0.05%Q4 2015Q1 202311
Bradley & Co. Private Wealth Management, LLC 11110.02%0.02%0.02%Q1 2021Q3 202311
Archford Capital Strategies, LLC 830.00%0.01%0.03%Q1 2014Q4 201611
JAMES INVESTMENT RESEARCH INC 11110.01%0.01%0.02%Q4 2017Q2 202011
Alaethes Wealth LLC 11110.59%0.67%0.74%Q1 2021Q3 202311
Bard Financial Services, Inc. 740.02%0.02%0.03%Q4 2020Q3 202311
LifePlan Financial Group, Inc 11110.00%0.00%0.00%Q1 2018Q3 202011
Concord Wealth Partners 740.02%0.05%0.08%Q4 2020Q3 202311
Ironsides Asset Advisors, LLC 11110.17%0.40%0.51%Q4 2014Q2 201711
Campion Asset Management 11110.26%0.32%0.39%Q1 2021Q3 202311
Mariner, LLC 650.00%0.01%0.02%Q1 2018Q3 202311
Sowell Financial Services LLC 710.01%0.03%0.08%Q4 2016Q1 202111
MGO ONE SEVEN LLC 510.02%0.03%0.04%Q4 2017Q3 202311
Dana Investment Advisors, Inc. 11110.02%0.03%0.06%Q2 2013Q4 201511
South Dakota Investment Council 11110.01%0.01%0.01%Q3 2014Q1 201711
AVANTAX ADVISORY SERVICES, INC. 1010.00%0.00%0.01%Q3 2020Q3 202311
Farmers National Bank 920.08%0.24%0.30%Q2 2016Q2 201911
Virtu Financial LLC 410.02%0.05%0.10%Q3 2018Q3 202311
BINGHAM OSBORN & SCARBOROUGH LLC 740.02%0.02%0.02%Q4 2017Q3 202011
Vantage Investment Advisors, LLC 11110.01%0.02%0.03%Q1 2016Q3 201811
TDAM USA INC. 810.01%0.01%0.01%Q4 2013Q4 201611
Manchester Capital Management LLC 920.00%0.02%0.06%Q2 2013Q1 201611
ASPIRIANT HOLDINGS S3, LLC 11110.11%0.12%0.14%Q2 2013Q4 201511
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
Calamos Wealth Management LLC 10100.61%0.74%0.84%Q1 2021Q2 202310
FIRST INTERSTATE BANK 10100.00%0.00%0.00%Q3 2015Q4 201710
CIBC Private Wealth Group, LLC 730.00%0.03%0.08%Q4 2017Q3 202310
FIRST MERCANTILE TRUST CO 10100.08%0.09%0.12%Q2 2013Q3 201510
Independent Advisor Alliance 610.01%0.02%0.03%Q3 2019Q3 202310
PARSONS CAPITAL MANAGEMENT INC/RI 10100.02%0.03%0.03%Q2 2021Q3 202310
Cerity Partners LLC 820.00%0.02%0.02%Q3 2017Q3 202310
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.02%0.12%0.37%Q3 2015Q4 201910
McIlrath & Eck, LLC 730.00%0.00%0.00%Q4 2018Q3 202310
CIBC BANK USA 10100.04%0.08%0.15%Q2 2013Q3 201510
Malaga Cove Capital, LLC 10100.32%0.35%0.40%Q1 2014Q2 201610
Disciplined Investments, LLC 10100.00%0.00%0.01%Q4 2019Q1 202210
Lumature Wealth Partners, LLC 10100.01%0.02%0.02%Q1 2021Q2 202310
Blueshift Asset Management, LLC 410.03%0.13%0.37%Q2 2019Q2 202310
Community Bank & Trust, Waco, Texas 10100.06%0.08%0.17%Q2 2021Q3 202310
HITE Hedge Asset Management LLC 10100.12%0.53%2.53%Q2 2021Q3 202310
First Personal Financial Services 410.00%0.00%0.01%Q4 2014Q4 202010
Salient Capital Advisors, LLC 10100.01%0.02%0.02%Q1 2015Q2 201710
Voya Financial Advisors, Inc. 10100.01%0.01%0.02%Q4 2018Q1 202110
Omnia Family Wealth, LLC 10100.01%0.01%0.01%Q4 2016Q1 201910
IFG Advisory, LLC 10100.10%0.18%0.25%Q2 2021Q3 202310
Geneva Advisors, LLC 10100.02%0.04%0.06%Q4 2014Q1 201710
First Affirmative Financial Network 10100.43%0.73%0.99%Q3 2021Q4 202310
INTRUST BANK NA 10100.03%0.06%0.09%Q2 2021Q3 202310
Altium Wealth Management LLC 10100.03%0.08%0.14%Q1 2020Q2 202210
SIGNET FINANCIAL MANAGEMENT, LLC 610.00%0.79%1.45%Q4 2014Q4 202110
Beacon Pointe Advisors, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Curated Wealth Partners LLC 910.05%0.19%0.33%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
FineMark National Bank & Trust 10100.01%0.02%0.06%Q2 2013Q3 201510
Y-Intercept (Hong Kong) Ltd 640.03%0.09%0.19%Q4 2020Q3 202310
HARTFORD INVESTMENT MANAGEMENT CO 710.00%0.01%0.01%Q4 2013Q3 201610
NORDEA INVESTMENT MANAGEMENT AB 10100.00%0.00%0.00%Q2 2013Q3 201510
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.03%Q2 2018Q3 202010
FinTrust Capital Advisors, LLC 820.00%0.00%0.01%Q4 2018Q3 202310
SouthState Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Lumbard & Kellner, LLC 991.23%1.52%1.80%Q2 2014Q2 20169
MEEDER ASSET MANAGEMENT INC 990.00%0.00%0.01%Q3 2020Q3 20229
MANAGED ACCOUNT ADVISORS LLC 990.07%0.09%0.11%Q2 2013Q2 20159
DAVIDSON INVESTMENT ADVISORS 990.01%0.01%0.02%Q2 2015Q2 20179
Activest Wealth Management 630.00%0.00%0.00%Q1 2021Q3 20239
SRB CORP 995.01%5.59%6.30%Q3 2021Q3 20239
Concert Wealth Management Inc. 990.03%0.16%0.26%Q3 2014Q3 20169
Summit Global Investments 720.04%0.11%0.17%Q3 2020Q3 20239
Whitnell & Co. 630.00%0.01%0.01%Q3 2015Q2 20189
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 990.03%0.04%0.06%Q2 2013Q2 20159
IMS Capital Management 810.06%0.30%0.40%Q2 2013Q3 20189
DENVER INVESTMENT ADVISORS LLC 720.00%0.02%0.07%Q2 2013Q1 20189
CREATIVE FINANCIAL DESIGNS INC /ADV 540.00%0.01%0.02%Q4 2016Q1 20229
Dynamic Capital Management Ltd 210.05%0.36%1.05%Q3 2013Q3 20189
TREVOR STEWART BURTON & JACOBSEN INC 542.01%3.06%3.76%Q3 2013Q4 20159
Jefferies Group LLC 310.00%0.01%0.01%Q3 2013Q2 20199
Community Financial Services Group, LLC 720.00%0.01%0.02%Q2 2013Q3 20159
Larson Financial Group LLC 630.00%0.00%0.01%Q4 2018Q3 20239
DC Investments Management, LLC 720.09%0.23%0.37%Q4 2017Q2 20209
ADVANTAGE INVESTMENT MANAGEMENT, LLC 630.00%0.01%0.01%Q4 2014Q3 20179
First City Capital Management, Inc. 990.02%0.03%0.03%Q1 2014Q1 20169
Freestone Capital Holdings, LLC 410.00%0.11%0.25%Q2 2016Q3 20239
Csenge Advisory Group 610.02%0.04%0.08%Q3 2018Q1 20229
Clarus Group, Inc. 997.90%8.55%9.36%Q3 2021Q3 20239
West Family Investments, Inc. 630.13%0.38%0.58%Q2 2021Q3 20239
WASHINGTON TRUST BANK 810.00%0.01%0.01%Q1 2014Q4 20179
Orbis Allan Gray Ltd 990.00%0.08%0.14%Q3 2019Q3 20219
ATWOOD & PALMER INC 990.00%0.00%0.00%Q2 2015Q2 20179
MCKINLEY CAPITAL MANAGEMENT LLC 990.01%0.01%0.01%Q1 2014Q1 20169
Apexium Financial, LP 990.06%0.22%0.44%Q3 2021Q3 20239
Point View Wealth Management, Inc. 710.11%0.13%0.17%Q1 2015Q4 20209
F&V Capital Management, LLC 990.17%0.20%0.22%Q1 2014Q1 20169
Hansberger Growth Investors, LP 991.47%2.08%2.50%Q4 2014Q4 20169
TRILLIUM ASSET MANAGEMENT, LLC 720.01%0.58%1.02%Q2 2013Q4 20199
NFJ INVESTMENT GROUP, LLC 990.02%0.04%0.05%Q1 2021Q1 20239
BlackRock Investment Management, LLC 810.00%0.00%0.00%Q4 2013Q2 20169
Berger Financial Group, Inc 990.03%0.04%0.05%Q3 2021Q3 20239
Five Oceans Advisors 990.28%0.44%0.55%Q3 2021Q3 20239
Avion Wealth 610.00%0.00%0.01%Q1 2020Q3 20239
HighMark Wealth Management LLC 990.00%0.00%0.00%Q4 2019Q4 20219
JONES FINANCIAL COMPANIES LLLP 610.00%0.00%0.00%Q2 2013Q3 20239
MERIDIAN INVESTMENT COUNSEL INC. 990.09%0.10%0.13%Q3 2021Q3 20239
Dynamic Technology Lab Private Ltd 210.04%0.06%0.08%Q4 2015Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 630.01%0.01%0.02%Q4 2020Q3 20239
NOMURA ASSET MANAGEMENT CO LTD 610.00%0.00%0.00%Q1 2016Q1 20229
Migdal Insurance & Financial Holdings Ltd. 990.00%0.00%0.00%Q4 2018Q4 20209
Pinnacle Summer Investments, Inc. 810.04%0.05%0.09%Q2 2013Q3 20159
YOUSIF CAPITAL MANAGEMENT, LLC 880.05%0.05%0.06%Q4 2021Q3 20238
Elkfork Partners LLC 880.05%0.06%0.07%Q4 2016Q3 20188
Heritage Trust Co 880.00%0.00%0.01%Q1 2017Q4 20188
Professional Financial Advisors, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.01%0.02%Q4 2021Q3 20238
ROPES WEALTH ADVISORS LLC 530.00%0.01%0.01%Q2 2016Q4 20208
MILES CAPITAL, INC. 880.13%0.18%0.23%Q3 2016Q2 20188
Forum Financial Management, LP 880.06%0.10%0.16%Q4 2021Q3 20238
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 710.00%0.02%0.03%Q3 2017Q1 20228
CITY NATIONAL BANK 440.00%0.00%0.01%Q2 2013Q3 20158
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.00%0.02%0.15%Q4 2021Q3 20238
MONETARY MANAGEMENT GROUP INC 880.01%0.02%0.02%Q4 2015Q3 20178
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Meadow Creek Investment Management LLC 880.03%0.03%0.04%Q4 2016Q3 20188
Schechter Investment Advisors, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
LEUTHOLD GROUP, LLC 320.09%0.30%0.60%Q2 2013Q1 20188
HBK Sorce Advisory LLC 710.01%0.02%0.03%Q4 2020Q4 20228
FMA ADVISORY INC 710.08%0.60%0.71%Q2 2013Q2 20158
MARSHALL WACE, LLP 310.00%0.01%0.03%Q4 2018Q4 20218
Trust Investment Advisors 620.25%1.01%1.53%Q2 2014Q3 20168
CVA Family Office, LLC 710.00%0.00%0.00%Q2 2021Q2 20238
Missouri Trust & Investment Co 880.00%0.00%0.01%Q4 2021Q3 20238
Legacy Wealth Planning, LLC 710.24%0.30%0.33%Q4 2019Q2 20228
AXA S.A. 510.00%0.00%0.00%Q3 2020Q3 20238
Autus Asset Management, LLC 710.04%0.12%0.28%Q4 2015Q2 20188
Byrne Asset Management LLC 880.00%0.01%0.03%Q4 2021Q3 20238
Veritable, L.P. 880.00%0.01%0.01%Q2 2013Q1 20158
STEVENS CAPITAL MANAGEMENT LP 210.01%0.03%0.06%Q1 2014Q1 20198
City State Bank 880.01%0.01%0.01%Q4 2021Q3 20238
Retirement Group, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
CAROLINAS WEALTH CONSULTING LLC 880.02%0.03%0.03%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.01%Q4 2020Q3 20228
Anchor Investment Management, LLC 880.01%0.01%0.01%Q1 2016Q4 20178
EMORY UNIVERSITY 880.00%0.00%0.01%Q1 2012Q4 20138
Aristotle Capital Management, LLC 880.07%0.14%0.22%Q2 2013Q1 20158
Flinton Capital Management LLC 880.03%0.04%0.04%Q4 2016Q3 20188
LORD, ABBETT & CO. LLC 880.01%0.02%0.04%Q2 2013Q1 20158
HIGH POINT BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
TURNER INVESTMENTS LLC 880.01%0.04%0.11%Q2 2013Q1 20158
Cetera Advisors LLC 410.00%0.01%0.02%Q4 2015Q3 20238
MASSMUTUAL TRUST CO FSB/ADV 420.00%0.00%0.01%Q1 2014Q2 20168
Glen Harbor Capital Management LLC 880.04%0.04%0.05%Q4 2016Q3 20188
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Winfield Associates, Inc. 880.02%0.03%0.03%Q1 2016Q4 20178
EverSource Wealth Advisors, LLC 880.01%0.01%0.04%Q4 2021Q3 20238
apricus wealth, LLC 882.29%2.59%3.10%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.01%Q2 2013Q1 20158
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q2 2013Q1 20158
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 710.00%0.00%0.04%Q1 2017Q3 20238
Transamerica Financial Advisors, Inc. 880.00%0.01%0.01%Q2 2014Q1 20168
Jacobi Capital Management LLC 440.00%0.04%0.11%Q2 2016Q3 20218
THOMAS WHITE INTERNATIONAL LTD 430.00%0.94%1.69%Q2 2013Q3 20227
RUSSELL FRANK CO/ 430.00%0.01%0.03%Q3 2013Q1 20167
Alpha Omega Wealth Management LLC 770.02%0.09%0.14%Q4 2015Q2 20177
NATIONAL PLANNING CORP 770.02%0.06%0.16%Q3 2014Q1 20167
Cedar Mountain Advisors, LLC 770.00%0.00%0.00%Q4 2019Q2 20217
RENAISSANCE GROUP LLC 770.47%0.50%0.53%Q4 2014Q2 20167
Focused Wealth Management, Inc 610.01%0.01%0.02%Q4 2013Q4 20167
CAPITAL GUARDIAN TRUST CO 430.00%0.00%0.00%Q2 2013Q1 20157
Barrett Asset Management, LLC 770.00%0.00%0.00%Q2 2013Q4 20147
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
BANCED CORP 770.21%0.34%0.51%Q2 2013Q4 20147
Placemark Investments, Inc. 770.04%0.05%0.07%Q2 2013Q4 20147
TRUE Private Wealth Advisors 510.00%0.01%0.01%Q3 2018Q4 20207
Vise Technologies, Inc. 770.20%0.28%0.33%Q1 2022Q3 20237
FULTON BANK, N.A. 770.03%0.03%0.04%Q4 2014Q2 20167
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CAHILL FINANCIAL ADVISORS INC 410.01%0.08%0.12%Q2 2018Q3 20237
Total Clarity Wealth Management, Inc. 210.02%0.06%0.12%Q4 2019Q3 20237
Wealth Alliance 770.11%0.13%0.14%Q4 2020Q2 20227
SII INVESTMENTS INC/WI 610.02%0.03%0.07%Q3 2014Q3 20177
Abundance Wealth Counselors 510.01%0.07%0.14%Q1 2021Q3 20237
Madison Asset Management, LLC 770.04%0.05%0.06%Q4 2020Q2 20227
East Coast Asset Management, LLC. 770.01%0.22%0.36%Q4 2012Q2 20147
Stamos Capital Partners, L.P. 430.24%0.65%0.89%Q4 2021Q3 20237
Trexquant Investment LP 110.01%0.05%0.08%Q3 2015Q2 20237
Allspring Global Investments Holdings, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
AXXCESS WEALTH MANAGEMENT, LLC 520.02%0.03%0.04%Q4 2021Q3 20237
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Integrated Wealth Management 770.01%0.01%0.01%Q1 2015Q3 20167
Yorktown Management & Research Co Inc 410.04%0.08%0.22%Q2 2015Q4 20207
MANCHESTER FINANCIAL INC 610.00%0.00%0.01%Q2 2019Q1 20217
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.04%Q2 2013Q4 20147
Cypress Wealth Advisors LLC 770.12%0.16%0.20%Q3 2015Q1 20177
Venturi Wealth Management, LLC 520.00%0.14%0.28%Q4 2015Q3 20237
TWIN FOCUS CAPITAL PARTNERS, LLC 770.08%0.09%0.11%Q4 2021Q2 20237
Fieldpoint Private Securities, LLC 770.01%0.03%0.03%Q4 2020Q2 20227
AIGEN INVESTMENT MANAGEMENT, LP 510.00%0.06%0.13%Q4 2019Q2 20227
Bank of Kentucky, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
Squarepoint Ops LLC 210.00%0.01%0.01%Q4 2016Q3 20237
Winthrop Partners - WNY, LLC 770.02%0.02%0.02%Q1 2018Q3 20197
Evanston Investments, Inc., dba Evanston Advisors 770.05%0.06%0.06%Q2 2017Q4 20187
Savior LLC 770.01%0.01%0.02%Q4 2019Q2 20217
Global Wealth Management Investment Advisory, Inc. 770.01%0.01%0.01%Q4 2018Q2 20207
HAZLETT, BURT & WATSON, INC. 770.03%0.04%0.04%Q1 2022Q3 20237
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.64%3.21%Q1 2014Q3 20167
ARK Investment Management 430.06%0.11%0.19%Q4 2016Q3 20187
Institute for Wealth Management, LLC. 770.04%0.06%0.08%Q2 2019Q4 20207
Russell Investments Group, Ltd. 430.00%0.00%0.01%Q4 2016Q3 20237
Graves Light Lenhart Wealth, Inc. 770.00%0.01%0.02%Q4 2020Q2 20227
Capital Advisors Wealth Management, LLC 770.07%0.10%0.12%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
IHT Wealth Management, LLC 610.02%0.02%0.04%Q4 2016Q4 20217
BLUEFIN CAPITAL MANAGEMENT, LLC 440.00%0.05%0.14%Q1 2021Q4 20217
Destiny Wealth Partners, LLC 410.00%0.00%0.00%Q4 2020Q4 20227
Braun-Bostich & Associates Inc. 770.08%0.08%0.09%Q4 2017Q2 20197
Bank of New Hampshire 770.00%0.01%0.01%Q1 2022Q3 20237
BRADLEY FOSTER & SARGENT INC/CT 430.01%0.01%0.03%Q2 2021Q3 20237
FNY Partners Fund LP 660.00%0.32%1.18%Q4 2016Q1 20187
Columbia Asset Management 430.06%0.07%0.08%Q4 2017Q1 20217
Johnson Financial Group, Inc. 420.00%0.01%0.02%Q2 2013Q3 20236
Strategic Global Advisors, LLC 660.09%0.12%0.22%Q2 2015Q3 20166
RELIANCE TRUST CO OF DELAWARE 660.03%0.04%0.05%Q1 2015Q2 20166
MARINO, STRAM & ASSOCIATES LLC 660.01%0.02%0.02%Q4 2017Q1 20196
HM PAYSON & CO 660.00%0.00%0.00%Q3 2020Q4 20216
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 660.01%0.15%0.61%Q4 2019Q1 20216
WealthPLAN Partners, LLC 210.02%0.06%0.12%Q1 2015Q1 20176
ASSET MANAGEMENT CORP /IL/ /ADV 660.09%0.15%0.21%Q4 2019Q1 20216
NINE MASTS CAPITAL Ltd 410.08%0.64%1.70%Q3 2015Q1 20216
ASPIRIANT, LLC 660.02%0.02%0.03%Q1 2016Q2 20176
HERNDON CAPITAL MANAGEMENT LLC 660.00%0.01%0.01%Q2 2013Q3 20146
BOWEN HANES & CO INC 660.01%0.22%1.20%Q2 2021Q3 20226
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 420.01%0.04%0.11%Q3 2017Q3 20236
Annex Advisory Services, LLC 420.01%0.02%0.02%Q4 2021Q3 20236
Freedman Financial Associates, Inc. 660.01%0.01%0.01%Q4 2020Q1 20226
Piscataqua Savings Bank 660.00%0.00%0.00%Q4 2021Q1 20236
Kovack Advisors, Inc. 310.02%0.03%0.04%Q3 2019Q3 20236
West Oak Capital, LLC 660.00%0.04%0.06%Q3 2014Q4 20156
Capital Analysts, LLC 410.00%0.13%0.23%Q1 2015Q3 20236
Matisse Capital 660.09%0.21%0.35%Q1 2021Q2 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
PORTLAND INVESTMENT COUNSEL INC. 420.14%0.45%1.08%Q2 2013Q1 20156
COMMUNITY BANK SYSTEM, INC. 660.01%0.01%0.01%Q2 2013Q3 20146
Rice Partnership, LLC 660.31%0.32%0.34%Q4 2020Q1 20226
Avestar Capital, LLC 660.01%0.01%0.01%Q1 2018Q2 20196
Chicago Partners Investment Group LLC 510.00%0.00%0.00%Q1 2017Q3 20186
DGS Capital Management, LLC 660.14%0.17%0.18%Q4 2021Q1 20236
Naviter Wealth, LLC 660.59%0.75%0.86%Q2 2022Q3 20236
Highlander Capital Management, LLC 660.02%0.02%0.03%Q2 2013Q3 20146
Mizuho Securities Co. Ltd. 660.03%0.07%0.11%Q4 2020Q1 20226
American Money Management, LLC 420.05%0.06%0.07%Q3 2021Q3 20236
BTC Capital Management, Inc. 660.04%0.06%0.07%Q3 2015Q4 20166
Keeler Thomas Management LLC 660.12%0.13%0.14%Q2 2022Q3 20236
Capital Research Global Investors 660.00%0.00%0.00%Q1 2017Q2 20186
Private Advisory Group LLC 660.44%1.03%1.37%Q2 2022Q3 20236
Your Advocates Ltd., LLP 660.00%0.00%0.00%Q2 2022Q3 20236
Euclid Advisors LLC 660.02%0.11%0.25%Q3 2014Q4 20156
Rodgers Brothers Inc. 420.16%0.24%0.29%Q2 2017Q2 20196
BREMER TRUST NATIONAL ASSOCIATION 660.07%0.08%0.08%Q4 2014Q1 20166
Camarda Financial Advisors, LLC 660.01%0.78%1.18%Q1 2015Q2 20166
Sumitomo Mitsui Trust Holdings, Inc. 660.00%0.00%0.00%Q1 2020Q2 20216
Susquehanna International Group Ltd. 330.11%0.30%0.76%Q2 2021Q4 20226
Alpha Cubed Investments, LLC 660.05%0.10%0.14%Q1 2014Q2 20156
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Capital Financial Services, LLC 661.27%1.47%1.58%Q3 2021Q4 20226
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.01%0.01%Q1 2019Q3 20236
1919 Investment Counsel, LLC 660.01%0.03%0.06%Q2 2013Q3 20146
PATHSTONE FAMILY OFFICE, LLC 420.00%0.01%0.03%Q4 2020Q1 20236
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
PINNACLE ASSOCIATES LTD 410.00%0.01%0.01%Q4 2019Q3 20236
Natixis Investment Managers International 660.00%0.00%0.00%Q2 2017Q3 20186
Altrius Capital Management Inc 661.32%1.83%2.29%Q2 2022Q3 20236
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20236
Opus Capital Group, LLC 510.06%0.07%0.08%Q4 2019Q2 20216
PHILADELPHIA INTERNATIONAL ADVISORS LP 661.54%2.15%2.80%Q4 2013Q1 20156
Lenox Wealth Advisors, LLC 410.00%0.00%0.01%Q4 2015Q1 20196
Walleye Capital LLC 330.00%0.01%0.02%Q1 2023Q3 20236
BOOTHBAY FUND MANAGEMENT, LLC 660.01%0.03%0.04%Q2 2021Q3 20226
Destination Wealth Management 660.01%0.12%0.71%Q1 2018Q2 20196
COMMONS CAPITAL, LLC 550.50%0.57%0.64%Q4 2021Q4 20225
Airain ltd 320.01%0.04%0.08%Q4 2015Q2 20175
HighPoint Advisor Group LLC 410.11%0.13%0.14%Q4 2020Q2 20225
Kavar Capital Partners, LLC 320.01%0.01%0.01%Q4 2013Q4 20155
Verition Fund Management LLC 110.01%0.02%0.03%Q3 2016Q1 20235
WILMINGTON TRUST CO 550.02%0.03%0.04%Q2 2013Q2 20145
Brick & Kyle, Associates 550.02%0.02%0.03%Q4 2014Q4 20155
SECURITY NATIONAL TRUST CO 550.01%0.01%0.02%Q3 2013Q3 20145
FIRST FINANCIAL CORP /IN/ 550.06%0.06%0.07%Q2 2014Q2 20155
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.02%0.08%Q1 2017Q1 20215
Stratos Wealth Advisors, LLC 210.01%0.02%0.02%Q3 2021Q3 20235
SPOT TRADING L.L.C. 220.01%0.02%0.04%Q2 2017Q3 20175
Corbenic Partners LLC 550.02%0.02%0.03%Q4 2014Q4 20155
ADVISOR PARTNERS II, LLC 550.14%0.15%0.16%Q3 2022Q3 20235
SYMPHONY ASSET MANAGEMENT LLC 410.06%0.12%0.16%Q4 2013Q4 20155
OXFORD ASSET MANAGEMENT LLP 410.01%0.05%0.10%Q2 2013Q3 20185
HABERER REGISTERED INVESTMENT ADVISOR INC 550.00%0.00%0.00%Q3 2013Q3 20145
Gupta Wealth Management LLC 550.00%0.01%0.01%Q1 2015Q1 20165
H&H International Investment, LLC 550.46%0.62%0.73%Q1 2020Q1 20215
BOURGEON CAPITAL MANAGEMENT LLC 410.00%0.00%0.01%Q3 2019Q3 20235
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q2 2014Q3 20235
First American Bank 550.03%0.03%0.03%Q1 2014Q1 20155
FNY Investment Advisers, LLC 110.01%0.33%0.59%Q3 2018Q4 20225
TEXAS CAPITAL BANCSHARES INC/TX 550.17%0.25%0.37%Q2 2013Q2 20145
FORA Capital, LLC 210.03%0.06%0.08%Q1 2020Q1 20235
TILIA FIDUCIARY PARTNERS, INC. 550.00%0.00%0.00%Q2 2022Q2 20235
Semmax Financial Advisors Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
C M BIDWELL & ASSOCIATES LTD 210.00%0.47%0.80%Q1 2014Q3 20205
Penserra Capital Management LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Harfst & Associates, Inc. 320.00%0.00%0.00%Q2 2015Q2 20175
Rockbridge Investment Management, LCC 550.00%0.00%0.00%Q4 2020Q4 20215
Aaron Wealth Advisors LLC 410.02%0.04%0.06%Q1 2022Q3 20235
Tyler-Stone Wealth Management 550.00%0.00%0.00%Q4 2021Q4 20225
DEARBORN PARTNERS LLC 550.01%0.02%0.02%Q4 2018Q4 20195
WealthStone, Inc. 410.01%0.12%0.17%Q2 2019Q1 20215
ExodusPoint Capital Management, LP 210.00%0.01%0.04%Q1 2019Q2 20225
Laraway Financial Advisors Inc 320.21%0.22%0.24%Q4 2021Q3 20235
Bluefin Trading, LLC 310.03%0.24%0.48%Q1 2015Q3 20175
Bruderman Asset Management, LLC 550.00%0.01%0.01%Q3 2015Q3 20165
Platte River Capital LLC 550.04%0.50%0.89%Q2 2013Q2 20145
OppenheimerFunds, Inc. 550.00%0.00%0.00%Q4 2015Q4 20165
Essex Financial Services, Inc. 210.06%0.08%0.10%Q2 2013Q4 20155
Partnervest Advisory Services LLC 550.00%0.01%0.02%Q2 2013Q2 20145
RATIONAL ADVISORS LLC 550.22%0.28%0.36%Q4 2012Q4 20135
Gary Goldberg Planning Services Inc 440.00%0.00%0.01%Q1 2014Q4 20145
Orion Portfolio Solutions, LLC 320.00%0.01%0.03%Q4 2019Q3 20235
MANNING & NAPIER ADVISORS LLC 410.00%0.05%0.07%Q2 2013Q1 20155
SELDON CAPITAL LP 550.04%0.04%0.05%Q4 2021Q4 20225
HANSBERGER GLOBAL INVESTORS INC/FL 550.59%0.63%0.68%Q2 2013Q2 20145
PSI Advisors, LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Mondrian Investment Partners LTD 550.08%0.18%0.37%Q2 2013Q2 20145
Prospera Financial Services Inc 210.00%0.02%0.04%Q1 2018Q3 20235
Legacy Wealth Asset Management, LLC 550.71%0.75%0.79%Q3 2022Q3 20235
Wilmington Trust, National Association 550.03%0.03%0.04%Q2 2013Q2 20145
RPg Family Wealth Advisory, LLC 550.01%0.02%0.02%Q4 2015Q4 20165
Athos Capital Ltd 320.50%0.85%1.13%Q2 2017Q3 20205
Mork Capital Management, LLC 550.74%0.83%0.98%Q4 2020Q4 20215
DODGE & COX 550.00%0.00%0.00%Q3 2014Q3 20155
MUFG Securities EMEA plc 550.00%0.01%0.03%Q1 2017Q1 20185
Sawyer & Company, Inc 550.14%0.15%0.16%Q4 2017Q4 20185
CHANNING GLOBAL ADVISORS, LLC 550.03%0.04%0.05%Q4 2021Q4 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.04%0.04%0.04%Q1 2018Q1 20195
Karp Capital Management Corp 410.01%0.07%0.27%Q4 2014Q1 20175
Quantbot Technologies LP 110.00%0.02%0.06%Q1 2018Q2 20235
CREDIT AGRICOLE S A 410.00%0.01%0.03%Q2 2013Q1 20225
Vigilant Capital Management, LLC 410.00%0.00%0.00%Q3 2014Q3 20185
Arlington Partners LLC 550.01%0.01%0.01%Q4 2021Q4 20225
LINCOLN NATIONAL CORP 320.01%0.02%0.02%Q3 2014Q3 20235
Cassady Schiller Wealth Management, LLC 410.01%0.01%0.01%Q4 2021Q3 20235
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
CSat Investment Advisory, L.P. 442.59%3.33%4.19%Q3 2013Q2 20144
SEVEN EIGHT CAPITAL, LP 310.01%0.05%0.10%Q4 2013Q2 20164
CFS, LLC 440.45%0.47%0.49%Q2 2013Q1 20144
GlobalBridge, Inc. 440.12%0.15%0.18%Q2 2013Q1 20144
Simplicity Solutions, LLC 310.01%0.04%0.14%Q4 2015Q3 20234
SIENA CAPITAL LLC 441.30%1.36%1.47%Q4 2021Q3 20224
Odey Asset Management Group Ltd 440.15%0.27%0.47%Q2 2013Q1 20144
ProVise Management Group, LLC 440.06%0.06%0.07%Q1 2015Q4 20154
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 440.04%0.04%0.05%Q2 2013Q1 20144
Pacific Center for Financial Services 440.00%0.00%0.00%Q4 2021Q3 20224
Westwood Wealth Management 220.10%0.20%0.27%Q1 2022Q1 20234
Horizon Investments, LLC 440.07%0.11%0.17%Q4 2018Q3 20194
BAIRD ROBERT W & CO INC /WI/ 210.00%0.00%0.00%Q4 2013Q1 20154
Bleakley Financial Group, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
TRADITION ASSET MANAGEMENT LLC 440.16%0.68%1.00%Q2 2019Q1 20204
Capricorn Fund Managers Ltd 210.09%1.72%3.19%Q1 2022Q3 20234
XTX Topco Ltd 220.07%0.12%0.15%Q1 2021Q1 20234
CONNING INC. 440.01%0.02%0.02%Q4 2016Q3 20174
Boston Common Asset Management, LLC 220.00%0.00%0.00%Q2 2013Q2 20144
NAVELLIER & ASSOCIATES INC 440.31%0.51%0.61%Q1 2022Q4 20224
Lodestone Wealth Management LLC 440.36%0.38%0.42%Q4 2022Q3 20234
Waverly Advisors, LLC 440.00%0.00%0.00%Q4 2013Q3 20144
THOMPSON SIEGEL & WALMSLEY LLC 440.00%0.00%0.00%Q3 2019Q2 20204
Bayesian Capital Management, LP 210.06%0.11%0.18%Q1 2018Q3 20214
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.22%0.24%0.25%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.02%0.03%0.05%Q4 2018Q3 20194
Accuvest Global Advisors 310.15%0.21%0.26%Q3 2018Q1 20214
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.29%0.33%0.36%Q1 2019Q4 20194
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.06%0.12%Q3 2019Q1 20224
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q1 2019Q1 20214
Banyan Partners, LLC 440.06%0.06%0.07%Q4 2013Q3 20144
Mendota Financial Group, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Monument Capital Management 440.01%0.02%0.03%Q4 2017Q3 20184
BANK HAPOALIM BM 310.04%0.04%0.05%Q4 2014Q4 20154
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.10%0.13%0.16%Q4 2022Q3 20234
Foyston, Gordon, & Payne Inc 440.30%0.32%0.34%Q3 2013Q2 20144
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
BALDWIN BROTHERS LLC/MA 210.00%0.14%0.32%Q2 2013Q4 20234
Quantinno Capital Management LP 440.07%0.11%0.17%Q4 2022Q3 20234
Arkadios Wealth Advisors 310.00%0.00%0.00%Q1 2020Q3 20214
GTS SECURITIES LLC 220.00%0.02%0.07%Q2 2023Q3 20234
Osborn Williams & Donohoe LLC 440.07%0.08%0.09%Q2 2013Q1 20144
RFP Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Texas Yale Capital Corp. 310.01%0.02%0.04%Q3 2014Q2 20224
WBI INVESTMENTS, LLC 220.22%0.26%0.30%Q3 2013Q3 20144
TUDOR INVESTMENT CORP ET AL 310.02%0.09%0.20%Q2 2022Q2 20234
SteelPeak Wealth, LLC 210.00%0.03%0.05%Q1 2022Q2 20234
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
NatWest Group plc 440.00%0.00%0.01%Q3 2014Q2 20154
MARIETTA INVESTMENT PARTNERS LLC 440.33%1.86%2.50%Q2 2013Q1 20144
FIRST COMMUNITY TRUST NA 440.01%0.01%0.01%Q1 2022Q4 20224
DecisionPoint Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
McClarren Financial Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
ACADIAN ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q3 2013Q3 20234
Farmers & Merchants Trust Co of Chambersburg PA 440.00%0.01%0.01%Q4 2022Q3 20234
FIRST HAWAIIAN BANK 310.00%0.01%0.03%Q2 2013Q1 20194
Perigon Wealth Management, LLC 210.01%0.01%0.02%Q3 2016Q3 20234
Sonoma Private Wealth LLC 440.82%0.97%1.11%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Farther Finance Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
LOOMIS SAYLES & CO L P 440.01%0.01%0.01%Q4 2013Q3 20144
GPS Wealth Strategies Group, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Centiva Capital, LP 330.28%0.32%0.37%Q2 2019Q4 20194
Financial Advantage, Inc. 310.01%0.03%0.03%Q2 2013Q2 20204
PALLADIEM, LLC 440.01%0.01%0.02%Q4 2014Q3 20154
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
CITY HOLDING CO 440.00%0.00%0.00%Q1 2016Q4 20164
SMITH ASSET MANAGEMENT GROUP LP 440.01%0.01%0.01%Q2 2013Q1 20144
1834 INVESTMENT ADVISORS CO 440.12%0.13%0.15%Q2 2013Q1 20144
FAYEZ SAROFIM & CO 220.00%0.00%0.00%Q2 2020Q4 20224
Gallacher Capital Management LLC 440.13%0.17%0.22%Q4 2022Q3 20234
Laurel Wealth Planning LLC 440.01%0.02%0.02%Q3 2021Q2 20224
SHEETS SMITH WEALTH MANAGEMENT 440.16%0.18%0.20%Q1 2013Q4 20134
Etesian Wealth Advisors, Inc. 440.56%0.62%0.71%Q4 2022Q3 20234
MAI Capital Management 440.01%0.01%0.01%Q4 2022Q3 20234
Park Place Capital Corp 440.02%0.03%0.04%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.02%0.03%Q4 2020Q1 20234
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
New England Investment & Retirement Group, Inc. 442.26%2.50%2.66%Q2 2013Q1 20144
MFA WEALTH ADVISORS, LLC 440.12%0.37%0.66%Q4 2022Q3 20234
MOTCO 210.00%0.00%0.01%Q3 2018Q3 20234
Guardian Financial Partners, LLC 220.22%0.23%0.24%Q1 2022Q1 20234
Beverly Hills Private Wealth, LLC 440.10%0.11%0.13%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
F3Logic, LLC 330.14%0.15%0.15%Q2 2022Q4 20223
Americana Partners, LLC 330.04%0.05%0.06%Q2 2022Q4 20223
Marble Harbor Investment Counsel, LLC 330.04%0.07%0.10%Q1 2019Q3 20193
WESTPORT RESOURCES MANAGEMENT INC 330.01%0.01%0.01%Q2 2013Q4 20133
Hudson Bay Capital Management LP 110.05%0.09%0.11%Q2 2013Q3 20143
Ellis Investment Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
683 Capital Management, LLC 331.81%2.12%2.48%Q1 2021Q3 20213
BANK OF NOVA SCOTIA 210.00%0.00%0.01%Q2 2013Q3 20213
BUCKINGHAM STRATEGIC WEALTH, LLC 210.01%0.03%0.04%Q3 2022Q3 20233
Point72 Hong Kong Ltd 110.11%1.07%1.95%Q3 2014Q2 20233
STRATTON MANAGEMENT CO 210.01%0.01%0.01%Q3 2013Q2 20143
Fiduciary Planning LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Quantamental Technologies LLC 330.01%0.05%0.10%Q4 2018Q2 20193
AVALON CAPITAL MANAGEMENT 330.66%0.74%0.81%Q2 2013Q4 20133
Engrave Wealth Partners LLC 330.03%0.03%0.03%Q4 2019Q2 20203
Evolution Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2019Q1 20203
Pinnacle Bancorp, Inc. 330.00%0.00%0.01%Q1 2021Q3 20213
DIXON HUBARD FEINOUR & BROWN INC/VA 210.08%0.09%0.09%Q3 2013Q1 20153
Telemark Asset Management, LLC 330.91%2.82%4.13%Q2 2013Q4 20133
Quintet Private Bank (Europe) S.A. 210.00%0.00%0.00%Q2 2022Q2 20233
Kingsview Wealth Management, LLC 210.01%0.01%0.02%Q2 2022Q3 20233
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q3 2019Q1 20203
WESPAC Advisors, LLC 331.31%1.40%1.46%Q1 2016Q3 20163
FORTEM FINANCIAL GROUP, LLC 330.22%0.25%0.28%Q4 2018Q2 20193
WESTWOOD MANAGEMENT CORP /IL/ 331.17%2.07%2.60%Q2 2013Q4 20133
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.01%0.01%Q2 2015Q4 20153
CenterStar Fund, LLC 110.00%0.01%0.02%Q4 2016Q4 20163
Jane Street Holding, LLC 330.00%0.08%0.18%Q2 2013Q4 20133
Formidable Asset Management, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
Hennion & Walsh Asset Management, Inc. 330.01%0.02%0.02%Q1 2021Q3 20213
KING LUTHER CAPITAL MANAGEMENT CORP 210.01%0.01%0.01%Q2 2013Q1 20143
Aquatic Capital Management LLC 210.01%0.06%0.09%Q2 2022Q1 20233
GREENWOOD CAPITAL ASSOCIATES LLC 330.66%0.84%1.00%Q2 2013Q4 20133
Single Point Partners, LLC 210.05%0.08%0.14%Q2 2022Q1 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
TD Capital Management LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Vident Investment Advisory, LLC 330.02%0.02%0.03%Q4 2022Q2 20233
VSR Financial Services, Inc. 330.02%0.02%0.02%Q2 2015Q4 20153
WESTWOOD HOLDINGS GROUP INC 330.21%0.22%0.23%Q3 2021Q1 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
AMP Capital Investors Ltd 330.00%0.02%0.03%Q3 2013Q1 20143
Ruggie Capital Group 210.00%0.00%0.01%Q2 2015Q4 20183
JENNISON ASSOCIATES LLC 330.03%0.04%0.05%Q2 2013Q4 20133
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.09%0.11%0.13%Q4 2017Q3 20183
Apollon Wealth Management, LLC 210.02%0.02%0.03%Q4 2021Q3 20233
Intersect Capital LLC 330.04%0.05%0.06%Q4 2021Q2 20223
Lourd Capital, LLC 210.06%0.07%0.08%Q4 2017Q4 20183
Aris Wealth Services, Inc. 330.00%0.02%0.04%Q1 2015Q3 20153
Wealthspire Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20223
Harrington Investments, INC 330.05%0.05%0.05%Q1 2018Q3 20183
Fortress Investment Group LLC 210.01%0.07%0.11%Q2 2013Q3 20143
KARLINSKI ANDREW C 330.01%0.01%0.01%Q4 2021Q2 20223
FAIRFIELD, BUSH & CO. 330.14%0.15%0.16%Q3 2016Q1 20173
Bison Wealth, LLC 330.34%0.36%0.37%Q4 2014Q2 20153
DRIVE WEALTH MANAGEMENT, LLC 330.08%0.10%0.12%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 330.06%0.15%0.19%Q3 2021Q1 20223
SEARLE & CO. 330.06%0.06%0.07%Q4 2014Q2 20153
MACKENZIE FINANCIAL CORP 330.00%0.00%0.00%Q3 2019Q1 20203
Ausdal Financial Partners, Inc. 210.02%0.04%0.06%Q4 2015Q3 20183
Madden Advisory Services, Inc. 330.01%0.01%0.01%Q1 2014Q3 20143
KORNITZER CAPITAL MANAGEMENT INC /KS 330.01%0.01%0.01%Q2 2013Q4 20133
SAC Capital Advisors LP 210.00%0.00%0.00%Q2 2013Q1 20143
MARTINGALE ASSET MANAGEMENT L P 330.06%0.07%0.07%Q2 2013Q4 20133
Point72 Asset Management, L.P. 110.01%0.02%0.03%Q1 2018Q2 20233
Mount Yale Investment Advisors, LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Psagot Value Holdings Ltd. / (Israel) 330.04%0.09%0.14%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
Financial Gravity Companies, Inc. 210.04%0.05%0.06%Q4 2017Q4 20183
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.02%0.02%0.03%Q3 2021Q1 20223
Optas, LLC 210.07%0.08%0.09%Q3 2020Q3 20233
BREWIN DOLPHIN LTD 330.00%0.00%0.00%Q1 2021Q3 20213
Crosspoint Capital Strategies, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
LEVEL FOUR FINANCIAL, LLC 330.15%0.18%0.20%Q1 2021Q3 20213
Zweig-DiMenna Associates LLC 110.02%0.22%0.62%Q2 2013Q2 20163
SG3 Management, LLC 330.03%0.04%0.05%Q4 2020Q2 20213
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 330.59%1.00%1.26%Q4 2014Q2 20153
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
EVERMAY WEALTH MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Crescent Grove Advisors, LLC 330.02%0.04%0.06%Q2 2021Q4 20213
BANK OF THE WEST 330.02%0.06%0.08%Q3 2013Q1 20143
Tradeworx Inc. 210.13%0.23%0.33%Q1 2013Q3 20143
Evercore Wealth Management, LLC 330.00%0.00%0.00%Q3 2013Q1 20143
JNBA Financial Advisors 110.00%0.02%0.05%Q3 2016Q3 20233
Blueprint Investment Partners LLC 210.04%0.04%0.05%Q4 2021Q4 20223
Elite Wealth Management, Inc. 330.02%0.05%0.07%Q1 2013Q3 20133
Banco de Sabadell, S.A 110.01%0.01%0.01%Q4 2018Q1 20203
CAPITAL GROWTH MANAGEMENT LP 330.46%0.79%0.96%Q2 2013Q4 20133
Prudent Man Advisors, LLC 330.08%0.09%0.10%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Beacon Capital Management, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Icon Wealth Partners, LLC 110.01%0.02%0.03%Q4 2017Q1 20193
ELLINGTON MANAGEMENT GROUP LLC 110.07%0.09%0.12%Q2 2013Q4 20183
Kessler Investment Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.00%0.01%0.01%Q4 2022Q3 20233
HRT FINANCIAL LP 210.01%0.01%0.01%Q4 2020Q3 20233
FLOW TRADERS U.S. LLC 110.02%0.04%0.07%Q4 2020Q3 20233
BHF Kleinwort Benson Group S.A. 330.01%0.01%0.01%Q1 2014Q3 20143
Schonfeld Strategic Advisors LLC 210.00%0.01%0.01%Q1 2021Q3 20233
Onex Canada Asset Management Inc. 330.33%0.44%0.50%Q2 2013Q4 20133
Ruedi Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
FALCON POINT CAPITAL, LLC 330.61%0.75%0.84%Q2 2013Q4 20133
OneAscent Wealth Management LLC 210.14%0.29%0.60%Q4 2020Q4 20213
Bellwether Investment Group, LLC 210.01%0.03%0.05%Q2 2016Q1 20173
Hilltop Holdings Inc. 330.05%0.05%0.05%Q3 2018Q1 20193
TCWP LLC 210.01%0.05%0.08%Q1 2022Q2 20233
Sonora Investment Management, LLC 210.00%0.00%0.00%Q2 2020Q3 20213
Belpointe Asset Management LLC 210.00%0.01%0.01%Q1 2022Q1 20233
Essex Savings Bank 330.01%0.01%0.02%Q4 2018Q2 20193
Capital Wealth Planning, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
HARRIS ASSOCIATES L P 330.00%0.02%0.03%Q2 2013Q4 20133
PITCAIRN CO 210.02%0.05%0.12%Q2 2013Q1 20233
KELLY LAWRENCE W & ASSOCIATES INC/CA 210.00%0.00%0.00%Q2 2013Q1 20143
MOON CAPITAL MANAGEMENT LP 331.17%1.24%1.33%Q2 2015Q4 20153
AMERICAN NATIONAL BANK 330.01%0.01%0.01%Q3 2015Q1 20163
FSA Wealth Management LLC 330.01%0.01%0.01%Q4 2019Q2 20203
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
VOYA INVESTMENT MANAGEMENT LLC 210.00%0.00%0.00%Q3 2022Q3 20233
FIDUCIARY TRUST CO 110.00%0.00%0.00%Q2 2021Q3 20233
Main Street Research LLC 331.45%1.62%1.76%Q2 2013Q4 20133
RWA WEALTH PARTNERS, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
EP Wealth Advisors, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
BlueCrest Capital Management LLP 220.38%0.38%0.39%Q2 2013Q3 20132
AUGUSTINE ASSET MANAGEMENT INC 222.04%2.07%2.09%Q4 2013Q1 20142
Sigma Planning Corp 220.01%0.01%0.02%Q4 2018Q1 20192
Guinness Atkinson Asset Management Inc 220.74%0.80%0.86%Q2 2013Q3 20132
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.01%Q2 2014Q3 20152
Stelac Advisory Services LLC 110.03%0.04%0.04%Q4 2021Q2 20222
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
WEXFORD CAPITAL LP 220.03%0.04%0.04%Q2 2013Q3 20132
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.00%0.01%0.01%Q2 2014Q4 20162
American Financial Network Advisory Services LLC 220.02%0.02%0.02%Q3 2017Q4 20172
Hoxton Financial, Inc. 110.03%0.03%0.03%Q2 2013Q4 20132
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
CAAS CAPITAL MANAGEMENT LP 220.03%0.19%0.35%Q1 2021Q2 20212
Connectus Wealth, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Ostrum Asset Management U.S., LLC 220.00%0.00%0.01%Q4 2018Q1 20192
Clearview Wealth Advisors LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Fiera Capital Inc. 222.31%2.42%2.53%Q2 2013Q3 20132
WealthShield Partners, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
Holistic Financial Partners 220.06%0.06%0.06%Q4 2017Q1 20182
Mascoma Wealth Management LLC 220.01%0.01%0.01%Q4 2016Q1 20172
NORTHERN TRUST CO OF CONNECTICUT 220.05%0.05%0.05%Q2 2013Q3 20132
Baltimore-Washington Financial Advisors, Inc. 110.00%0.01%0.01%Q1 2015Q3 20152
TRENT CAPITAL MANAGEMENT INC /NC/ 114.72%4.89%5.06%Q4 2016Q2 20172
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q2 2014Q3 20142
DEERE & CO 110.06%0.06%0.06%Q1 2014Q3 20142
MONETTA FINANCIAL SERVICES INC 110.31%0.53%0.75%Q2 2014Q1 20152
Oasis Management Co Ltd. 110.16%36.86%73.55%Q3 2023Q3 20232
BILL & MELINDA GATES FOUNDATION TRUST 220.10%0.10%0.10%Q2 2013Q3 20132
Global Trust Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Baron Financial Group, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
BRIDGEWAY CAPITAL MANAGEMENT, LLC 220.10%0.10%0.11%Q2 2013Q3 20132
SCHARF INVESTMENTS, LLC 220.02%0.02%0.02%Q2 2014Q3 20142
ICON ADVISERS INC/CO 110.02%0.03%0.03%Q1 2014Q1 20152
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.02%0.02%Q4 2021Q1 20222
ELM ADVISORS, LLC 110.01%0.01%0.01%Q3 2018Q4 20202
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.21%0.46%0.72%Q1 2017Q2 20172
Cannell & Co. 220.01%0.01%0.01%Q2 2014Q3 20142
Emerald Acquisition Ltd. 220.00%0.01%0.01%Q2 2016Q3 20162
REYNOLDS CAPITAL MANAGEMENT LLC 110.17%0.18%0.18%Q2 2013Q1 20152
Tradition Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SWS Partners 220.05%0.05%0.05%Q4 2017Q1 20182
Advocacy Wealth Management Services, LLC 220.02%0.02%0.03%Q2 2013Q3 20132
WCG Management, L.P. 220.69%0.94%1.19%Q2 2013Q3 20132
FNY Managed Accounts LLC 110.15%2.42%4.69%Q3 2014Q3 20172
RONALD BLUE & CO LLC 220.01%0.01%0.01%Q1 2015Q2 20152
Allred Capital Management, LLC 110.02%0.04%0.05%Q4 2019Q1 20212
UNITED SERVICES AUTOMOBILE ASSOCIATION 220.00%0.00%0.00%Q4 2014Q1 20152
Invictus RG Pte. Ltd. 110.01%0.01%0.02%Q3 2013Q2 20142
Bellecapital International Ltd. 220.19%0.20%0.22%Q4 2016Q1 20172
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.00%0.00%0.01%Q2 2022Q3 20222
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Tortoise Investment Management, LLC 220.01%0.01%0.01%Q4 2012Q1 20132
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ING GROEP NV 220.03%0.11%0.19%Q2 2013Q3 20132
Knowledge Leaders Capital, LLC 220.03%0.04%0.06%Q3 2017Q4 20172
SIMON QUICK ADVISORS, LLC 110.02%0.03%0.03%Q1 2017Q3 20172
Carlton Hofferkamp & Jenks Wealth Management, LLC 220.52%0.60%0.67%Q4 2014Q1 20152
TWO SIGMA ADVISERS, LP 110.00%0.01%0.03%Q4 2013Q2 20182
DRIEHAUS CAPITAL MANAGEMENT LLC 220.06%0.07%0.08%Q3 2014Q4 20142
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Strengthening Families & Communities, LLC 220.00%0.01%0.02%Q1 2023Q2 20232
Glacier Peak Capital LLC 222.82%3.18%3.54%Q4 2015Q1 20162
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.02%0.03%0.03%Q1 2019Q2 20192
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.01%Q2 2013Q3 20222
XY Capital Ltd 110.93%2.45%3.96%Q1 2023Q3 20232
GOFEN & GLOSSBERG LLC /IL/ 220.00%0.00%0.00%Q2 2013Q3 20132
LUPO SECURITIES, LLC 220.22%0.34%0.46%Q4 2014Q1 20152
Echo Point Investment Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Lehman Financial Resources, Inc. 220.00%0.00%0.00%Q2 2015Q3 20152
SpiderRock Advisors, LLC 110.00%0.01%0.01%Q1 2017Q3 20172
BANCORPSOUTH INC 220.02%0.02%0.02%Q1 2015Q2 20152
WELD CAPITAL MANAGEMENT LLC 220.16%0.24%0.33%Q4 2020Q1 20212
Alera Investment Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
GW&K Investment Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PFG Investments, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Gallagher Fiduciary Advisors, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
New Millennium Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Indiana Trust & Investment Management CO 220.11%0.12%0.12%Q3 2013Q4 20132
OneAscent Financial Services LLC 220.12%0.13%0.14%Q2 2020Q3 20202
Nicholas Hoffman & Company, LLC. 220.01%0.02%0.02%Q2 2023Q3 20232
Silicon Valley Capital Partners 220.00%0.00%0.01%Q2 2023Q3 20232
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.04%0.06%0.08%Q4 2020Q3 20222
Lido Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ergoteles LLC 110.01%0.04%0.06%Q3 2022Q2 20232
Joseph P. Lucia & Associates, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Summit Trail Advisors, LLC 220.04%0.04%0.05%Q4 2017Q1 20182
Baystate Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q2 2013Q1 20162
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
NumerixS Investment Technologies Inc 110.00%0.02%0.03%Q4 2016Q4 20182
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
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Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Vollero Beach Capital Partners LLC 110.95%1.24%1.52%Q3 2014Q1 20152
Nan Shan Life Insurance Co., Ltd. 221.82%2.51%3.20%Q2 2013Q3 20132
DG CAPITAL MANAGEMENT INC 110.12%0.12%0.12%Q2 2013Q4 20132
TODD ASSET MANAGEMENT LLC 110.06%0.07%0.08%Q1 2016Q2 20202
Quantitative Systematic Strategies LLC 110.04%0.08%0.13%Q1 2018Q2 20192
Beck Bode, LLC 110.00%0.00%0.00%Q3 2020Q2 20212
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2022Q4 20222
WESPAC Advisors SoCal, LLC 220.11%0.11%0.11%Q4 2015Q1 20162
BlueCrest Capital Management Ltd 110.01%0.06%0.12%Q3 2015Q2 20182
Private Ocean, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Claybrook Capital, LLC 110.00%0.04%0.08%Q4 2018Q2 20212
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2018Q2 20182
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 110.03%0.03%0.03%Q1 2016Q2 20202
Berkeley Capital Partners, LLC 220.23%0.25%0.27%Q1 2022Q2 20222
Karn, Couzens & Associates, Inc. 220.52%0.53%0.54%Q4 2020Q1 20212
BANK OF NOVA SCOTIA TRUST CO 220.03%0.03%0.03%Q4 2020Q1 20212
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
JGP Global Gestao de Recursos Ltda. 110.69%0.69%0.69%Q1 2015Q1 20151
B. Riley Wealth Management, Inc. 110.07%0.07%0.07%Q2 2022Q2 20221
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
TFG Advisers LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Diversified Trust Co 110.02%0.02%0.02%Q4 2014Q4 20141
COWEN INC. 110.03%0.03%0.03%Q1 2017Q1 20171
MBE Wealth Management, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110.01%0.01%0.01%Q1 2014Q1 20141
INVESTMENT PARTNERS, LTD. 110.12%0.12%0.12%Q3 2016Q3 20161
ArchPoint Investors 110.06%0.06%0.06%Q3 2021Q3 20211
TIEDEMANN ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Rossmore Private Capital 110.02%0.02%0.02%Q4 2017Q4 20171
Norway Savings Bank 110.00%0.00%0.00%Q4 2020Q4 20201
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Selective Wealth Management, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
GAMCO INVESTORS, INC. ET AL 110.00%0.00%0.00%Q1 2019Q1 20191
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paradigm Financial Advisors, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
BBR PARTNERS, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
StoneX Group Inc. 110.14%0.14%0.14%Q3 2021Q3 20211
U S GLOBAL INVESTORS INC 110.04%0.04%0.04%Q2 2013Q2 20131
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2021Q4 20211
Advanced Asset Management Advisors Inc 110.00%0.00%0.00%Q4 2022Q4 20221
Standard Family Office LLC 110.01%0.01%0.01%Q1 2021Q1 20211
HUTCHENS INVESTMENT MANAGEMENT INC 110.04%0.04%0.04%Q4 2014Q4 20141
CIBC Asset Management Inc 110.00%0.00%0.00%Q1 2022Q1 20221
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 110.40%0.40%0.40%Q2 2014Q2 20141
Schonfeld Group Holdings LLC 110.10%0.10%0.10%Q4 2013Q4 20131
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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KICKSTAND VENTURES, LLC. 110.11%0.11%0.11%Q3 2023Q3 20231
Old North State Trust, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Windsor Capital Management, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Jump Trading, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
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Cohen Capital Management, Inc. 110.02%0.02%0.02%Q1 2017Q1 20171
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2015Q2 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Risk Paradigm Group, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
GENWORTH FINANCIAL INC 110.10%0.10%0.10%Q2 2013Q2 20131
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Donald L. Hagan, LLC 110.05%0.05%0.05%Q3 2015Q3 20151
WOODMONT INVESTMENT COUNSEL LLC 110.00%0.00%0.00%Q3 2016Q3 20161
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Cordatus Wealth Management LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Canton Hathaway, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Stone House Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Seamans Capital Management, LLC 110.06%0.06%0.06%Q1 2014Q1 20141
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Cordant, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Glaxis Capital Management, LLC 115.68%5.68%5.68%Q2 2013Q2 20131
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Glovista Investments LLC 110.07%0.07%0.07%Q2 2014Q2 20141
HAMEL ASSOCIATES, INC. 110.04%0.04%0.04%Q4 2013Q4 20131
Vident Advisory, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
First Bank & Trust 110.00%0.00%0.00%Q3 2017Q3 20171
Parcion Private Wealth LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
COOKSON PEIRCE & CO INC 110.43%0.43%0.43%Q2 2015Q2 20151
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Central Asset Investments & Management Holdings (HK) Ltd 110.24%0.24%0.24%Q1 2013Q1 20131
MOORE CAPITAL MANAGEMENT, LP 110.15%0.15%0.15%Q4 2013Q4 20131
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AXQ CAPITAL, LP 110.08%0.08%0.08%Q3 2023Q3 20231
Kalos Management, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
INDUS CAPITAL PARTNERS, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
HHG & Company, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Good Life Advisors, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Claraphi Advisory Network, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Strategic Asset Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
STERNE AGEE GROUP, INC. 110.08%0.08%0.08%Q3 2013Q3 20131
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GETCO Holding Company, LLC 110.57%0.57%0.57%Q2 2013Q2 20131
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
YorkBridge Wealth Partners, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
First Command Bank 110.06%0.06%0.06%Q4 2018Q4 20181
Princeton Alpha Management LP 110.22%0.22%0.22%Q4 2013Q4 20131
FCA CORP /TX 110.13%0.13%0.13%Q2 2016Q2 20161
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
XPONANCE, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Artemis Investment Management LLP 110.18%0.18%0.18%Q3 2014Q3 20141
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Ovata Capital Management Ltd 111.94%1.94%1.94%Q1 2021Q1 20211
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Roof Eidam Maycock Peralta, LLC 110.72%0.72%0.72%Q1 2017Q1 20171
QRG CAPITAL MANAGEMENT, INC. 110.19%0.19%0.19%Q3 2023Q3 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
M Holdings Securities, Inc. 110.07%0.07%0.07%Q3 2014Q3 20141
Mach-1 Financial Group, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Ruffer LLP 110.01%0.01%0.01%Q2 2013Q2 20131
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Parasol Investment Management, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Capstone Investment Advisors (Netherlands), B.V. 110.65%0.65%0.65%Q4 2016Q4 20161
Creative Capital Management Investments LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Founders Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2016Q3 20161
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Jaffetilchin Investment Partners, LLC 110.20%0.20%0.20%Q2 2013Q2 20131
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CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
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Ellsworth Advisors, LLC 110.56%0.56%0.56%Q3 2023Q3 20231
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EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q1 2013Q1 20131
AlphaCore Capital LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WealthBridge Capital Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Diversified Portfolios, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Gallagher Benefit Services, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Kozak & Associates, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Regal Investment Advisors LLC 110.00%0.00%0.00%Q2 2015Q2 20151
COMERICA SECURITIES INC 110.17%0.17%0.17%Q4 2014Q4 20141
BOYS ARNOLD & CO INC 110.04%0.04%0.04%Q2 2019Q2 20191
KOCH INDUSTRIES INC 110.19%0.19%0.19%Q1 2017Q1 20171
Alden Global Capital Ltd 110.47%0.47%0.47%Q3 2013Q3 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JT Stratford LLC 110.07%0.07%0.07%Q1 2022Q1 20221
Lighthouse Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Game Creek Capital, LP 110.15%0.15%0.15%Q1 2021Q1 20211
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 110.04%0.04%0.04%Q4 2021Q4 20211
CALDWELL & ORKIN INC 110.89%0.89%0.89%Q2 2013Q2 20131
DUBUQUE BANK & TRUST CO 110.00%0.00%0.00%Q4 2015Q4 20151
Edge Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Richwood Investment Advisors, LLC 110.04%0.04%0.04%Q4 2021Q4 20211
Valley Brook Capital Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
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Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Visium Asset Management, LP 110.00%0.00%0.00%Q1 2015Q1 20151
GLG Partners LP 110.05%0.05%0.05%Q1 2014Q1 20141
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FOX RUN MANAGEMENT, L.L.C. 110.20%0.20%0.20%Q1 2017Q1 20171
Kernodle & Katon Asset Management Group, LLC 110.06%0.06%0.06%Q1 2017Q1 20171
O'Dell Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Heritage Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
CFM WEALTH PARTNERS LLC 110.01%0.01%0.01%Q1 2020Q1 20201
GRIFFIN ASSET MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2019Q2 20191
Engineers Gate Manager LP 110.01%0.01%0.01%Q1 2021Q1 20211
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My Personal CFO, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Andrew Hill Investment Advisors, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
SHAPIRO ROBERT N 110.01%0.01%0.01%Q3 2013Q3 20131
BW Gestao de Investimentos Ltda. 110.16%0.16%0.16%Q2 2017Q2 20171
Visionary Asset Management, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
Marketfield Asset Management LLC 112.44%2.44%2.44%Q3 2023Q3 20231
Redwood Investment Management, LLC 110.12%0.12%0.12%Q4 2017Q4 20171
JCIC Asset Management Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
WestEnd Advisors, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Cowen Investment Management LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Connecticut Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2014Q4 20141
Financial Freedom, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
IMA Wealth, Inc. 110.00%0.00%0.00%Q2 2018Q2 20181
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q4 2019Q4 20191
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Dakota Wealth Management 110.01%0.01%0.01%Q3 2023Q3 20231
Peregrine Asset Advisers, Inc. 110.12%0.12%0.12%Q1 2020Q1 20201
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
FIRST FINANCIAL EQUITY CORPORATION 110.05%0.05%0.05%Q1 2017Q1 20171
Mill Creek Capital Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
PDT Partners, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
DeDora Capital, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
MARINER INDEPENDENT ADVISOR NETWORK, LLC 112.72%2.72%2.72%Q1 2017Q1 20171
Fortitude Advisory Group L.L.C. 110.00%0.00%0.00%Q4 2021Q4 20211
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Planned Solutions, Inc. 110.06%0.06%0.06%Q4 2020Q4 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Wagner Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST NATIONAL BANK OF OMAHA 110.03%0.03%0.03%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Royal Fund Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Ascent Group, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
Lebenthal Asset Management, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Delek Group, Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
HANSEATIC MANAGEMENT SERVICES INC 110.00%0.00%0.00%Q1 2017Q1 20171
IFC Holdings Incorporated/FL 110.06%0.06%0.06%Q2 2015Q2 20151
Dynamic Advisor Solutions LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Orion Capital Management LLC 110.01%0.01%0.01%Q1 2022Q1 20221
SEVEN MILE ADVISORY 110.23%0.23%0.23%Q3 2023Q3 20231
Rotella Capital Management, Inc. 110.19%0.19%0.19%Q2 2015Q2 20151
New Harbor Financial Group, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 110.00%0.00%0.00%Q3 2023Q3 20231
Campbell & CO Investment Adviser LLC 111.28%1.28%1.28%Q4 2013Q4 20131
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 113.56%3.56%3.56%Q2 2013Q2 20131
JEPPSON WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
HIGHLAND CAPITAL MANAGEMENT LP 110.06%0.06%0.06%Q3 2013Q3 20131
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Legacy Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Shay Capital LLC 110.02%0.02%0.02%Q1 2021Q1 20211
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
American Research & Management Co. 110.00%0.00%0.00%Q3 2022Q3 20221
SANDERS MORRIS HARRIS LLC 110.05%0.05%0.05%Q1 2016Q1 20161
Acrospire Investment Management LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Calamos Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
VERTEX ONE ASSET MANAGEMENT INC. 110.32%0.32%0.32%Q2 2016Q2 20161
TEACHERS ADVISORS, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
WEALTHSOURCE PARTNERS, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
RUSHMORE INVESTMENT ADVISORS, INC. 110.12%0.12%0.12%Q2 2013Q2 20131
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
J.Safra Asset Management Corp 110.16%0.16%0.16%Q2 2016Q2 20161
PFG Advisors 110.03%0.03%0.03%Q3 2023Q3 20231
Covenant Multifamily Offices, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Crawford Lake Capital Management, LLC 115.18%5.18%5.18%Q1 2022Q1 20221
Financial Advisors Network, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
HOWLAND CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q1 2015Q1 20151
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 110.72%0.72%0.72%Q2 2017Q2 20171
Forefront Analytics, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WASHINGTON TRUST Co 110.00%0.00%0.00%Q1 2020Q1 20201
Burleson & Company, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Principal Street Partners, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Atomi Financial Group, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
ATTICUS WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
MOODY LYNN & LIEBERSON, LLC 111.12%1.12%1.12%Q3 2013Q3 20131
Lion Street Advisors, LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Spears Abacus Advisors LLC 110.04%0.04%0.04%Q2 2016Q2 20161
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
R&F Capital Advisors LP 110.10%0.10%0.10%Q4 2016Q4 20161
Capital International Investors 110.00%0.00%0.00%Q3 2018Q3 20181
Wealth Architects, LLC 110.15%0.15%0.15%Q4 2015Q4 20151
External links

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