TRUIST FINL CORP shareholder history

Current and past TRUIST FINL CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 16160.00%0.01%0.03%Q4 2019Q3 202348
Citadel Advisors 16160.00%0.02%0.14%Q4 2019Q3 202346
MILLENNIUM MANAGEMENT LLC 16160.00%0.01%0.05%Q4 2019Q3 202345
CAPSTONE INVESTMENT ADVISORS, LLC 16160.00%0.04%0.20%Q4 2019Q3 202344
WOLVERINE TRADING, LLC 1140.00%0.01%0.07%Q4 2019Q3 202343
Parallax Volatility Advisers, L.P. 16160.00%0.01%0.04%Q4 2019Q3 202342
Cutler Group LLC / CA 16160.00%0.01%0.15%Q4 2019Q3 202341
Walleye Trading LLC 16160.00%0.02%0.06%Q4 2019Q3 202337
CITIGROUP INC 16160.00%0.02%0.08%Q4 2019Q3 202335
JANE STREET GROUP, LLC 1140.00%0.01%0.08%Q4 2019Q3 202334
Anchor Investment Management, LLC 32320.25%0.41%0.86%Q1 2016Q4 202332
Sutton Wealth Advisors Inc. 31310.02%0.14%0.43%Q1 2016Q3 202331
SALZHAUER MICHAEL 16160.01%0.76%2.96%Q4 2019Q3 202329
PEAK6 Investments LLC 1120.00%0.01%0.06%Q4 2019Q3 202329
WEST PACES ADVISORS INC. 28280.04%0.59%0.98%Q4 2016Q3 202328
HSBC HOLDINGS PLC 16160.00%0.05%0.12%Q4 2019Q3 202328
Paloma Partners Management Co 920.00%0.05%0.27%Q4 2019Q3 202327
WELLS FARGO & COMPANY/MN 16160.00%0.04%0.09%Q4 2019Q3 202327
UBS Group AG 16160.00%0.06%0.21%Q4 2019Q3 202325
D. E. Shaw & Co., Inc. 1230.00%0.03%0.13%Q4 2019Q3 202324
Cubist Systematic Strategies, LLC 16160.00%0.07%0.25%Q4 2019Q3 202324
CONTINENTAL ADVISORS LLC 16160.15%0.98%1.76%Q4 2019Q3 202323
Twin Tree Management, LP 1110.00%0.06%0.31%Q4 2019Q2 202322
BANK OF AMERICA CORP /DE/ 16160.00%0.16%0.38%Q4 2019Q3 202322
Point72 Hong Kong Ltd 810.00%0.07%0.33%Q4 2019Q3 202221
TUDOR INVESTMENT CORP ET AL 12120.00%0.06%0.19%Q4 2020Q3 202321
Verition Fund Management LLC 1210.00%0.05%0.25%Q2 2020Q3 202321
TWO SIGMA SECURITIES, LLC 420.01%0.02%0.14%Q4 2019Q3 202321
US BANCORP \DE\ 16160.00%0.04%0.09%Q4 2019Q3 202320
ROYAL BANK OF CANADA 16160.00%0.12%0.21%Q4 2019Q3 202320
CREDIT SUISSE AG/ 16160.00%0.06%0.11%Q4 2019Q3 202319
Centiva Capital, LP 530.00%0.03%0.07%Q4 2019Q2 202319
DAVENPORT & Co LLC 16160.00%0.28%0.85%Q4 2019Q3 202318
DEUTSCHE BANK AG\ 16160.00%0.08%0.12%Q4 2019Q3 202318
EXENCIAL WEALTH ADVISORS, LLC 16160.00%0.15%0.94%Q4 2019Q3 202318
Creative Planning 16160.00%0.02%0.04%Q4 2019Q3 202318
CWM, LLC 1080.00%0.01%0.01%Q1 2019Q3 202318
Jefferies Group LLC 510.00%0.00%0.02%Q4 2019Q3 202218
Point72 Asset Management, L.P. 640.00%0.02%0.10%Q4 2019Q3 202317
OPTIMUM INVESTMENT ADVISORS 17170.02%0.16%0.38%Q4 2019Q4 202317
NEVILLE RODIE & SHAW INC 17170.10%0.19%0.54%Q4 2019Q4 202317
Walleye Capital LLC 610.00%0.10%0.60%Q4 2019Q3 202317
M&R CAPITAL MANAGEMENT INC 17170.02%0.05%0.21%Q4 2019Q4 202317
MASSMUTUAL TRUST CO FSB/ADV 17170.04%0.13%0.26%Q4 2019Q4 202317
Capital Investment Advisors, LLC 17170.03%0.06%0.10%Q4 2019Q4 202317
DnB Asset Management AS 17170.05%0.07%0.10%Q4 2019Q4 202317
Lowe Wealth Advisors, LLC 17170.00%0.00%0.00%Q4 2019Q4 202317
BALDWIN BROTHERS LLC/MA 17170.00%0.01%0.03%Q4 2019Q4 202317
FULTON BANK, N.A. 17170.04%0.10%0.15%Q4 2019Q4 202317
GOLDMAN SACHS GROUP INC 16160.00%0.06%0.15%Q4 2019Q3 202317
Private Advisor Group, LLC 16160.00%0.02%0.04%Q4 2019Q3 202317
CHEMUNG CANAL TRUST CO 17170.04%0.83%1.83%Q4 2019Q4 202317
ROWLANDMILLER & PARTNERS.ADV 17171.56%2.57%3.68%Q4 2019Q4 202317
CSS LLC/IL 16160.02%0.05%0.23%Q4 2019Q3 202317
TRUST CO OF TOLEDO NA /OH/ 17170.24%0.34%0.47%Q4 2019Q4 202317
Versant Capital Management, Inc 17170.01%0.03%0.06%Q4 2019Q4 202317
Squarepoint Ops LLC 1230.00%0.07%0.34%Q4 2019Q3 202317
Diversified Trust Co 17170.19%0.24%0.36%Q4 2019Q4 202317
LPL Financial LLC 16160.00%0.04%0.06%Q4 2019Q3 202317
BANK OF MONTREAL /CAN/ 1320.00%0.06%0.11%Q4 2019Q3 202317
HighTower Advisors, LLC 16160.08%0.14%0.21%Q4 2019Q3 202316
SHELTON CAPITAL MANAGEMENT 16160.01%0.08%0.27%Q4 2019Q3 202316
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 16160.08%0.17%0.35%Q4 2019Q3 202316
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 16160.10%0.17%0.30%Q4 2019Q3 202316
THOMPSON SIEGEL & WALMSLEY LLC 16160.03%0.05%0.09%Q4 2019Q3 202316
DEPRINCE RACE & ZOLLO INC 16160.43%0.85%1.41%Q4 2019Q3 202316
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 16160.06%0.17%0.37%Q4 2019Q3 202316
COMMERCE BANK 16160.05%0.35%0.50%Q4 2019Q3 202316
FRANKLIN STREET ADVISORS INC /NC 16160.03%0.07%0.14%Q4 2019Q3 202316
BRANDES INVESTMENT PARTNERS, LP 16160.20%0.99%1.61%Q4 2019Q3 202316
NATIXIS ADVISORS, L.P. 16160.02%0.10%0.24%Q4 2019Q3 202316
Smithfield Trust Co 16160.01%0.02%0.04%Q4 2019Q3 202316
KEATING INVESTMENT COUNSELORS INC 16161.33%2.67%3.77%Q4 2019Q3 202316
CIBC Asset Management Inc 16160.02%0.04%0.06%Q4 2019Q3 202316
BESSEMER SECURITIES LLC 16160.22%0.36%0.50%Q4 2019Q3 202316
ENTERPRISE FINANCIAL SERVICES CORP 16160.11%0.18%0.50%Q4 2019Q3 202316
VANGUARD GROUP INC 16160.08%0.14%0.21%Q4 2019Q3 202316
FUKOKU MUTUAL LIFE INSURANCE Co 16160.02%0.03%0.04%Q4 2019Q3 202316
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 16160.70%0.80%1.06%Q4 2019Q3 202316
INTRUST BANK NA 16160.05%0.16%0.30%Q4 2019Q3 202316
SECURIAN ASSET MANAGEMENT, INC 16160.08%0.12%0.17%Q4 2019Q3 202316
VICTORY CAPITAL MANAGEMENT INC 16160.02%0.09%0.13%Q4 2019Q3 202316
INGALLS & SNYDER LLC 16160.16%0.27%0.56%Q4 2019Q3 202316
PATTEN & PATTEN INC/TN 16160.45%0.71%0.92%Q4 2019Q3 202316
GREAT WEST LIFE ASSURANCE CO /CAN/ 16160.07%0.12%0.16%Q4 2019Q3 202316
PEAPACK GLADSTONE FINANCIAL CORP 16160.16%0.35%0.69%Q4 2019Q3 202316
BESSEMER GROUP INC 16160.14%0.31%0.43%Q4 2019Q3 202316
NOMURA ASSET MANAGEMENT CO LTD 16160.05%0.09%0.13%Q4 2019Q3 202316
Ameritas Investment Partners, Inc. 16160.02%0.04%0.06%Q4 2019Q3 202316
TD ASSET MANAGEMENT INC 16160.02%0.03%0.05%Q4 2019Q3 202316
FEDERATED HERMES, INC. 16160.00%0.39%0.80%Q4 2019Q3 202316
CIBC WORLD MARKETS CORP 16160.06%0.15%0.30%Q4 2019Q3 202316
EVERENCE CAPITAL MANAGEMENT INC 16160.12%0.17%0.30%Q4 2019Q3 202316
PEOPLES FINANCIAL SERVICES CORP. 16160.00%0.01%0.02%Q4 2019Q3 202316
VAUGHAN DAVID INVESTMENTS LLC/IL 16160.62%0.93%1.18%Q4 2019Q3 202316
EVERMAY WEALTH MANAGEMENT LLC 16160.04%0.09%0.24%Q4 2019Q3 202316
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 16160.01%0.03%0.05%Q4 2019Q3 202316
VOYA INVESTMENT MANAGEMENT LLC 16160.06%0.16%0.23%Q4 2019Q3 202316
Asset Management One Co., Ltd. 16160.07%0.14%0.22%Q4 2019Q3 202316
PARK AVENUE SECURITIES LLC 16160.01%0.02%0.07%Q4 2019Q3 202316
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
D.A. DAVIDSON & CO. 16160.01%0.03%0.05%Q4 2019Q3 202316
MARCO INVESTMENT MANAGEMENT LLC 16160.16%0.32%0.42%Q4 2019Q3 202316
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 16160.10%0.16%0.23%Q4 2019Q3 202316
GABELLI FUNDS LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
SMITH CHAS P & ASSOCIATES PA CPAS 16160.02%0.05%0.08%Q4 2019Q3 202316
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 16160.05%0.09%0.12%Q4 2019Q3 202316
RAYMOND JAMES & ASSOCIATES 16160.10%0.18%0.26%Q4 2019Q3 202316
SYSTEMATIC FINANCIAL MANAGEMENT LP 16160.01%0.01%0.02%Q4 2019Q3 202316
SCHRODER INVESTMENT MANAGEMENT GROUP 16160.01%0.05%0.11%Q4 2019Q3 202316
PARTHENON LLC 16160.04%0.08%0.13%Q4 2019Q3 202316
RAYMOND JAMES TRUST N.A. 16160.23%0.47%0.64%Q4 2019Q3 202316
KEYBANK NATIONAL ASSOCIATION/OH 16160.02%0.03%0.05%Q4 2019Q3 202316
FIRST CITIZENS BANK & TRUST CO 16160.07%0.24%0.48%Q4 2019Q3 202316
CAPITAL CITY TRUST CO/FL 16160.10%0.25%0.54%Q4 2019Q3 202316
OLD POINT TRUST & FINANCIAL SERVICES N A 16160.99%1.88%3.78%Q4 2019Q3 202316
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 16160.04%0.07%0.10%Q4 2019Q3 202316
ALLIANCEBERNSTEIN L.P. 16160.02%0.04%0.07%Q4 2019Q3 202316
PINNACLE FINANCIAL PARTNERS INC 16160.05%0.45%0.68%Q4 2019Q3 202316
RHUMBLINE ADVISERS 16160.09%0.15%0.24%Q4 2019Q3 202316
MONETA GROUP INVESTMENT ADVISORS LLC 16160.01%0.08%0.28%Q4 2019Q3 202316
LOGAN CAPITAL MANAGEMENT INC 16160.12%0.76%1.28%Q4 2019Q3 202316
PROFFITT & GOODSON INC 16160.01%0.02%0.03%Q4 2019Q3 202316
FIRST TRUST ADVISORS LP 16160.01%0.08%0.16%Q4 2019Q3 202316
PRINCIPAL FINANCIAL GROUP INC 16160.03%0.07%0.21%Q4 2019Q3 202316
EASTERN BANK 16160.02%0.20%0.33%Q4 2019Q3 202316
PETTYJOHN, WOOD & WHITE, INC 16160.58%0.96%1.52%Q4 2019Q3 202316
PROFUND ADVISORS LLC 16160.03%0.08%0.23%Q4 2019Q3 202316
TRUST CO OF VERMONT 16160.09%0.19%0.30%Q4 2019Q3 202316
RBF Capital, LLC 16160.05%0.09%0.14%Q4 2019Q3 202316
HYMAN CHARLES D 16160.21%0.46%0.83%Q4 2019Q3 202316
TRUST CO OF VIRGINIA /VA 16160.09%0.14%0.21%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 16160.10%0.15%0.26%Q4 2019Q3 202316
WHITTIER TRUST CO 16160.01%0.26%0.36%Q4 2019Q3 202316
AVIVA PLC 16160.07%0.17%0.38%Q4 2019Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16160.01%0.01%0.02%Q4 2019Q3 202316
SHEETS SMITH WEALTH MANAGEMENT 16160.10%0.20%1.07%Q4 2019Q3 202316
CULLINAN ASSOCIATES INC 16160.26%0.80%1.43%Q4 2019Q3 202316
KANAWHA CAPITAL MANAGEMENT LLC 16160.74%1.11%1.47%Q4 2019Q3 202316
Chesley Taft & Associates LLC 16160.23%0.75%1.75%Q4 2019Q3 202316
WESTWOOD HOLDINGS GROUP INC 16160.00%0.14%0.57%Q4 2019Q3 202316
CENTRAL BANK & TRUST CO 16160.00%0.05%0.38%Q4 2019Q3 202316
CIM INVESTMENT MANAGEMENT INC 16160.09%0.14%0.20%Q4 2019Q3 202316
HOLDERNESS INVESTMENTS CO 16160.48%0.75%0.91%Q4 2019Q3 202316
LAZARD ASSET MANAGEMENT LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
SHELL ASSET MANAGEMENT CO 16160.02%0.08%0.12%Q4 2019Q3 202316
GEODE CAPITAL MANAGEMENT, LLC 16160.08%0.15%0.22%Q4 2019Q3 202316
NORDEA INVESTMENT MANAGEMENT AB 16160.03%0.07%0.12%Q4 2019Q3 202316
TEXAS PERMANENT SCHOOL FUND CORP 16160.08%0.13%0.20%Q4 2019Q3 202316
CULBERTSON A N & CO INC 16160.29%0.68%1.08%Q4 2019Q3 202316
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 16160.03%0.07%0.13%Q4 2019Q3 202316
SILVERCREST ASSET MANAGEMENT GROUP LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
WHITTIER TRUST CO OF NEVADA INC 16160.01%0.20%0.28%Q4 2019Q3 202316
Hilltop Holdings Inc. 16160.06%0.09%0.12%Q4 2019Q3 202316
MONTGOMERY INVESTMENT MANAGEMENT INC 16164.60%8.88%12.24%Q4 2019Q3 202316
JANUS HENDERSON GROUP PLC 16160.00%0.01%0.01%Q4 2019Q3 202316
THOMPSON INVESTMENT MANAGEMENT, INC. 16160.09%0.16%0.23%Q4 2019Q3 202316
FIRST NATIONAL TRUST CO 16160.14%0.26%0.56%Q4 2019Q3 202316
PRIVATE TRUST CO NA 16160.06%0.11%0.15%Q4 2019Q3 202316
TOWER BRIDGE ADVISORS 16160.58%1.16%1.69%Q4 2019Q3 202316
Laird Norton Wetherby Wealth Management, LLC 16160.03%0.08%0.20%Q4 2019Q3 202316
GUGGENHEIM CAPITAL LLC 16160.07%0.11%0.14%Q4 2019Q3 202316
CANADA PENSION PLAN INVESTMENT BOARD 16160.04%0.35%0.61%Q4 2019Q3 202316
NTV ASSET MANAGEMENT LLC 16161.05%1.75%2.54%Q4 2019Q3 202316
UNITED BANK 16160.10%0.32%0.54%Q4 2019Q3 202316
LETKO, BROSSEAU & ASSOCIATES INC 16160.54%0.67%0.94%Q4 2019Q3 202316
CIBC Private Wealth Group, LLC 16160.01%0.03%0.13%Q4 2019Q3 202316
AVANTAX ADVISORY SERVICES, INC. 16160.02%0.03%0.07%Q4 2019Q3 202316
Epoch Investment Partners, Inc. 16160.26%0.51%0.67%Q4 2019Q3 202316
Douglass Winthrop Advisors, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
Willis Investment Counsel 16160.43%0.87%1.77%Q4 2019Q3 202316
Linscomb & Williams, Inc. 16160.23%0.34%0.42%Q4 2019Q3 202316
SG Americas Securities, LLC 16160.00%0.02%0.05%Q4 2019Q3 202316
Burgundy Asset Management Ltd. 16161.16%2.50%4.71%Q4 2019Q3 202316
FARMERS TRUST CO 16160.08%0.51%1.31%Q4 2019Q3 202316
MARSHALL WACE, LLP 1220.00%0.03%0.12%Q1 2020Q3 202316
Argyle Capital Management Inc. 16160.54%0.78%0.95%Q4 2019Q3 202316
First Eagle Investment Management, LLC 16160.00%0.56%1.97%Q4 2019Q3 202316
Bragg Financial Advisors, Inc 16160.16%0.29%0.38%Q4 2019Q3 202316
Janney Montgomery Scott LLC 16160.08%0.14%0.24%Q4 2019Q3 202316
Texas Yale Capital Corp. 16160.02%0.05%0.07%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.00%0.02%0.04%Q4 2019Q3 202316
River Road Asset Management, LLC 16160.08%0.54%2.08%Q4 2019Q3 202316
Cypress Capital Group 16160.04%0.09%0.13%Q4 2019Q3 202316
North Star Investment Management Corp. 16160.13%0.25%0.48%Q4 2019Q3 202316
ASSETMARK, INC 16160.00%0.01%0.01%Q4 2019Q3 202316
BROWN ADVISORY INC 16160.01%0.02%0.05%Q4 2019Q3 202316
AlphaMark Advisors, LLC 16160.07%0.10%0.15%Q4 2019Q3 202316
Hartford Financial Management Inc. 16160.03%0.07%0.11%Q4 2019Q3 202316
FORVIS Wealth Advisors, LLC 16160.01%0.02%0.06%Q4 2019Q3 202316
ProShare Advisors LLC 16160.03%0.05%0.09%Q4 2019Q3 202316
BRIGHTON JONES LLC 16160.04%0.05%0.07%Q4 2019Q3 202316
Cullen Capital Management, LLC 16160.68%1.75%3.14%Q4 2019Q3 202316
BlackRock Inc. 16160.08%0.14%0.20%Q4 2019Q3 202316
DIVIDEND ASSETS CAPITAL, LLC 16160.17%0.29%0.35%Q4 2019Q3 202316
Zurcher Kantonalbank (Zurich Cantonalbank) 16160.03%0.07%0.15%Q4 2019Q3 202316
State of Alaska, Department of Revenue 16160.06%0.11%0.20%Q4 2019Q3 202316
Mariner, LLC 16160.02%0.10%0.14%Q4 2019Q3 202316
Ballentine Partners, LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
HBK Sorce Advisory LLC 16160.01%0.03%0.06%Q4 2019Q3 202316
LaFleur & Godfrey LLC 16160.45%0.78%1.83%Q4 2019Q3 202316
Aull & Monroe Investment Management Corp 16160.31%0.59%0.83%Q4 2019Q3 202316
NOVARE CAPITAL MANAGEMENT LLC 16160.10%0.26%0.93%Q4 2019Q3 202316
AMG National Trust Bank 16160.03%0.08%0.12%Q4 2019Q3 202316
American Assets Investment Management, LLC 16160.13%1.73%2.77%Q4 2019Q3 202316
Rafferty Asset Management, LLC 16160.11%0.22%0.33%Q4 2019Q3 202316
Bank of New York Mellon Corp 16160.06%0.14%0.18%Q4 2019Q3 202316
Manchester Capital Management LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
PUBLIC SECTOR PENSION INVESTMENT BOARD 16160.06%0.29%0.50%Q4 2019Q3 202316
GHP Investment Advisors, Inc. 16160.07%0.15%0.36%Q4 2019Q3 202316
Jaffetilchin Investment Partners, LLC 16160.10%0.20%0.31%Q4 2019Q3 202316
J.W. COLE ADVISORS, INC. 16160.07%0.19%1.00%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 16160.04%0.06%0.09%Q4 2019Q3 202316
AdvisorNet Financial, Inc 16160.01%0.02%0.07%Q4 2019Q3 202316
KBC Group NV 16160.03%0.15%0.42%Q4 2019Q3 202316
Sumitomo Mitsui DS Asset Management Company, Ltd 16160.07%0.13%0.24%Q4 2019Q3 202316
Pinnacle Holdings, LLC 16160.06%0.16%0.31%Q4 2019Q3 202316
J.P. Morgan Private Wealth Advisors LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
MACQUARIE GROUP LTD 16160.07%0.66%1.15%Q4 2019Q3 202316
Capital Investment Counsel, Inc 16160.40%0.67%0.95%Q4 2019Q3 202316
Robeco Institutional Asset Management B.V. 16160.01%0.04%0.06%Q4 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 16160.04%0.06%0.08%Q4 2019Q3 202316
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16160.00%0.02%0.04%Q4 2019Q3 202316
Voya Financial Advisors, Inc. 16160.09%0.14%0.23%Q4 2019Q3 202316
Plante Moran Financial Advisors, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
WealthTrust Axiom LLC 16160.11%0.16%0.21%Q4 2019Q3 202316
Busey Bank 16160.01%0.02%0.03%Q4 2019Q3 202316
Dana Investment Advisors, Inc. 16160.13%0.53%0.77%Q4 2019Q3 202316
ASPIRIANT, LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
APG Asset Management N.V. 16160.16%0.25%0.34%Q4 2019Q3 202316
Cardinal Capital Management 16160.90%1.10%1.64%Q4 2019Q3 202316
Korea Investment CORP 16160.02%0.16%0.36%Q4 2019Q3 202316
INTACT INVESTMENT MANAGEMENT INC. 16160.13%0.22%0.30%Q4 2019Q3 202316
Welch Group, LLC 16160.07%0.82%2.18%Q4 2019Q3 202316
BENJAMIN F. EDWARDS & COMPANY, INC. 16160.04%0.07%0.14%Q4 2019Q3 202316
Sigma Planning Corp 16160.01%0.01%0.02%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.02%0.17%0.32%Q4 2019Q3 202316
Parkside Financial Bank & Trust 16160.04%0.09%0.16%Q4 2019Q3 202316
IMA Wealth, Inc. 16160.01%0.02%0.04%Q4 2019Q3 202316
SIGNATUREFD, LLC 16160.04%0.07%0.17%Q4 2019Q3 202316
DekaBank Deutsche Girozentrale 16160.04%0.15%0.40%Q4 2019Q3 202316
Sandy Spring Bank 16160.16%0.33%0.57%Q4 2019Q3 202316
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Chevy Chase Trust Holdings, LLC 16160.09%0.17%0.26%Q4 2019Q3 202316
Mitsubishi UFJ Trust & Banking Corp 16160.05%0.10%0.16%Q4 2019Q3 202316
Raymond James Financial Services Advisors, Inc. 16160.04%0.06%0.07%Q4 2019Q3 202316
UNITED CAPITAL FINANCIAL ADVISORS, LLC 16160.04%0.07%0.10%Q4 2019Q3 202316
B. Riley Wealth Advisors, Inc. 16160.04%0.07%0.19%Q4 2019Q3 202316
Neuberger Berman Group LLC 16160.01%0.11%0.29%Q4 2019Q3 202316
BROWN BROTHERS HARRIMAN & CO 16160.01%0.02%0.02%Q4 2019Q3 202316
Mitsubishi UFJ Asset Management Co., Ltd. 16160.07%0.13%0.18%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.02%0.02%Q4 2019Q3 202316
Sumitomo Mitsui Trust Holdings, Inc. 16160.08%0.14%0.23%Q4 2019Q3 202316
Asset Dedication, LLC 16160.00%0.07%0.11%Q4 2019Q3 202316
Morningstar Investment Services LLC 16160.23%0.30%0.52%Q4 2019Q3 202316
Daiwa Securities Group Inc. 16160.02%0.03%0.04%Q4 2019Q3 202316
Smith, Salley & Associates 16160.05%0.46%0.85%Q4 2019Q3 202316
Evercore Wealth Management, LLC 16160.01%0.01%0.03%Q4 2019Q3 202316
Savant Capital, LLC 16160.01%0.03%0.07%Q4 2019Q3 202316
Supplemental Annuity Collective Trust of NJ 16160.14%0.25%0.51%Q4 2019Q3 202316
State of New Jersey Common Pension Fund D 16160.08%0.13%0.20%Q4 2019Q3 202316
Kingfisher Capital LLC 16160.06%0.12%0.26%Q4 2019Q3 202316
Westover Capital Advisors, LLC 16160.07%1.44%2.26%Q4 2019Q3 202316
Simplicity Solutions, LLC 16160.03%0.08%0.17%Q4 2019Q3 202316
Meiji Yasuda Asset Management Co Ltd. 16160.06%0.10%0.16%Q4 2019Q3 202316
Norinchukin Bank, The 16160.02%0.04%0.08%Q4 2019Q3 202316
Sanders Capital, LLC 16160.13%0.36%0.64%Q4 2019Q3 202316
Summit Asset Management, LLC 16160.07%0.18%0.31%Q4 2019Q3 202316
PATTON ALBERTSON MILLER GROUP, LLC 16160.17%0.29%0.49%Q4 2019Q3 202316
Carnegie Capital Asset Management, LLC 16160.02%0.04%0.07%Q4 2019Q3 202316
Huber Capital Management LLC 16160.53%1.03%1.67%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 16160.10%0.23%0.39%Q4 2019Q3 202316
Highlander Capital Management, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
BNP Paribas Asset Management Holding S.A. 16160.01%0.10%0.23%Q4 2019Q3 202316
Nuveen Asset Management, LLC 16160.06%0.11%0.15%Q4 2019Q3 202316
MetLife Investment Management, LLC 16160.08%0.14%0.21%Q4 2019Q3 202316
Tower Research Capital LLC (TRC) 16160.01%0.07%0.12%Q4 2019Q3 202316
Sompo Asset Management Co., Ltd. 16160.25%0.56%1.32%Q4 2019Q3 202316
Institute for Wealth Management, LLC. 16160.04%0.08%0.10%Q4 2019Q3 202316
Cetera Advisors LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
Cetera Advisor Networks LLC 16160.04%0.07%0.09%Q4 2019Q3 202316
Skandinaviska Enskilda Banken AB (publ) 16160.04%0.09%0.13%Q4 2019Q3 202316
Boston Trust Walden Corp 16160.00%0.05%0.70%Q4 2019Q3 202316
Allianz Asset Management GmbH 16160.00%0.01%0.03%Q4 2019Q3 202316
Day & Ennis, LLC 16160.08%0.16%0.27%Q4 2019Q3 202316
Atria Investments, Inc 16160.06%0.10%0.16%Q4 2019Q3 202316
Vestcor Inc 16160.03%0.05%0.15%Q4 2019Q3 202316
Candriam S.C.A. 16160.02%0.04%0.08%Q4 2019Q3 202316
Louisiana State Employees Retirement System 16160.05%0.11%0.18%Q4 2019Q3 202316
Kentucky Retirement Systems 16160.11%0.19%0.28%Q4 2019Q3 202316
South Dakota Investment Council 16160.03%0.35%0.49%Q4 2019Q3 202316
Crossmark Global Holdings, Inc. 16160.04%0.10%0.14%Q4 2019Q3 202316
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 16160.12%0.19%0.28%Q4 2019Q3 202316
Triangle Securities Wealth Management 16160.66%0.97%1.15%Q4 2019Q3 202316
Prospera Financial Services Inc 16160.02%0.06%0.24%Q4 2019Q3 202316
Verity & Verity, LLC 16160.09%1.79%2.34%Q4 2019Q3 202316
Modera Wealth Management, LLC 16160.02%0.07%0.17%Q4 2019Q3 202316
Gradient Investments LLC 16160.00%0.16%0.38%Q4 2019Q3 202316
BUCKINGHAM STRATEGIC WEALTH, LLC 16160.02%0.11%0.23%Q4 2019Q3 202316
Baystate Wealth Management LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
NewSquare Capital LLC 16160.00%0.03%0.06%Q4 2019Q3 202316
Livforsakringsbolaget Skandia, Omsesidigt 16160.01%0.04%0.08%Q4 2019Q3 202316
Utah Retirement Systems 16160.09%0.17%0.25%Q4 2019Q3 202316
Goelzer Investment Management, Inc. 16160.12%0.24%0.33%Q4 2019Q3 202316
Bartlett & Co. LLC 16160.01%0.01%0.02%Q1 2020Q4 202316
MACROVIEW INVESTMENT MANAGEMENT LLC 16160.05%0.10%0.16%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
AMF Tjanstepension AB 16160.10%0.47%0.85%Q4 2019Q3 202316
Allworth Financial LP 16160.00%0.00%0.01%Q4 2019Q3 202316
Sandhill Capital Partners LLC 16160.08%0.19%0.44%Q4 2019Q3 202316
Arizona State Retirement System 16160.09%0.16%0.21%Q4 2019Q3 202316
Capital International Investors 16160.04%0.51%1.01%Q4 2019Q3 202316
Cerity Partners LLC 16160.02%0.09%0.16%Q4 2019Q3 202316
FDx Advisors, Inc. 16160.04%0.34%0.45%Q4 2019Q3 202316
Colonial Trust Advisors 16160.38%0.76%1.15%Q4 2019Q3 202316
Financial Management Professionals, Inc. 16160.00%0.01%0.03%Q4 2019Q3 202316
Strategic Advisors LLC 16160.12%0.51%0.92%Q4 2019Q3 202316
Mirae Asset Global Investments Co., Ltd. 16160.01%0.02%0.03%Q4 2019Q3 202316
Kinneret Advisory, LLC 16160.13%0.18%0.26%Q4 2019Q3 202316
Bank OZK 16160.36%0.56%1.24%Q4 2019Q3 202316
Empirical Finance, LLC 16160.07%0.12%0.17%Q4 2019Q3 202316
Advisory Services Network, LLC 16160.10%0.18%0.26%Q4 2019Q3 202316
W.G. Shaheen & Associates DBA Whitney & Co 16160.06%0.15%0.34%Q4 2019Q3 202316
NAPLES GLOBAL ADVISORS, LLC 16160.03%0.06%0.18%Q4 2019Q3 202316
Kentucky Retirement Systems Insurance Trust Fund 16160.11%0.19%0.29%Q4 2019Q3 202316
Balentine LLC 16160.00%0.03%0.07%Q4 2019Q3 202316
USS Investment Management Ltd 16160.04%0.16%0.33%Q4 2019Q3 202316
State of Tennessee, Treasury Department 16160.02%0.09%0.16%Q4 2019Q3 202316
First Horizon Advisors, Inc. 16160.02%0.22%0.49%Q4 2019Q3 202316
Arbor Investment Advisors, LLC 16160.09%0.71%1.24%Q4 2019Q3 202316
Heritage Wealth Advisors 16160.07%0.48%1.02%Q4 2019Q3 202316
Retirement Systems of Alabama 16160.04%0.13%0.29%Q4 2019Q3 202316
Penserra Capital Management LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
Riverview Trust Co 16160.13%0.25%0.38%Q4 2019Q3 202316
New England Research & Management, Inc. 16160.57%0.96%1.48%Q4 2019Q3 202316
Pettee Investors, Inc. 16160.29%0.47%0.68%Q4 2019Q3 202316
Loudon Investment Management, LLC 16160.21%0.66%2.59%Q4 2019Q3 202316
Checchi Capital Advisers, LLC 16160.02%0.05%0.08%Q4 2019Q3 202316
Brookstone Capital Management 16160.01%0.02%0.02%Q4 2019Q3 202316
Avior Wealth Management, LLC 16160.01%0.02%0.05%Q4 2019Q3 202316
Sequoia Financial Advisors, LLC 16160.02%0.06%0.18%Q4 2019Q3 202316
Stonebridge Capital Advisors LLC 16160.06%0.89%1.38%Q4 2019Q3 202316
CKW FINANCIAL GROUP 16160.01%0.01%0.02%Q4 2019Q3 202316
Abacus Planning Group, Inc. 16160.07%0.12%0.26%Q4 2019Q3 202316
RKL Wealth Management LLC 16160.13%0.29%0.55%Q4 2019Q3 202316
St. Johns Investment Management Company, LLC 16160.52%0.96%1.54%Q4 2019Q3 202316
Fort Sheridan Advisors LLC 16160.17%0.23%0.33%Q4 2019Q3 202316
Moors & Cabot, Inc. 16160.07%0.13%0.36%Q4 2019Q3 202316
National Pension Service 16160.13%0.18%0.28%Q4 2019Q3 202316
Caprock Group, LLC 16160.04%0.07%0.13%Q4 2019Q3 202316
Compagnie Lombard Odier SCmA 16160.00%0.01%0.01%Q4 2019Q3 202316
CHARTWELL INVESTMENT PARTNERS, LLC 16160.11%0.44%0.69%Q4 2019Q3 202316
FinTrust Capital Advisors, LLC 16160.31%1.30%3.50%Q4 2019Q3 202316
PLIMOTH TRUST CO LLC 16160.25%0.45%0.62%Q4 2019Q3 202316
Capital Analysts, LLC 16160.00%0.01%0.17%Q4 2019Q3 202316
Argent Trust Co 16160.25%0.42%0.54%Q4 2019Q3 202316
SVB WEALTH LLC 16160.00%0.01%0.08%Q4 2019Q3 202316
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 16160.03%0.05%0.08%Q4 2019Q3 202316
PM CAPITAL Ltd 16162.94%3.96%6.02%Q4 2019Q3 202316
Leisure Capital Management 16160.35%0.45%0.58%Q4 2019Q3 202316
Bray Capital Advisors 16160.34%0.83%1.62%Q4 2019Q3 202316
MITCHELL MCLEOD PUGH & WILLIAMS INC 16160.13%0.20%0.28%Q4 2019Q3 202316
Community Bank, N.A. 16160.17%0.29%0.39%Q4 2019Q3 202316
Bison Wealth, LLC 16160.13%0.42%0.68%Q4 2019Q3 202316
Patten Group, Inc. 16160.21%0.69%0.98%Q4 2019Q3 202316
Koshinski Asset Management, Inc. 16160.03%0.05%0.07%Q4 2019Q3 202316
NewEdge Advisors, LLC 16160.03%0.06%0.10%Q4 2019Q3 202316
AllSquare Wealth Management LLC 16160.01%0.04%0.05%Q4 2019Q3 202316
First Personal Financial Services 16160.01%0.02%0.09%Q4 2019Q3 202316
CLEAR INVESTMENT RESEARCH, LLC 16160.13%0.25%0.35%Q4 2019Q3 202316
Westhampton Capital, LLC 16160.23%0.43%0.60%Q4 2019Q3 202316
IFP Advisors, Inc 16160.01%0.03%0.06%Q4 2019Q3 202316
Glassman Wealth Services 16160.01%0.05%0.11%Q4 2019Q3 202316
River Wealth Advisors LLC 16160.31%0.74%2.11%Q4 2019Q3 202316
Fiduciary Group LLC 16160.06%0.10%0.14%Q4 2019Q3 202316
Wealthspire Advisors, LLC 16160.01%0.03%0.05%Q4 2019Q3 202316
Baird Financial Group, Inc. 16160.04%0.06%0.12%Q4 2019Q3 202316
EDMOND DE ROTHSCHILD HOLDING S.A. 16160.00%0.06%0.16%Q4 2019Q3 202316
Lido Advisors, LLC 16160.00%0.01%0.05%Q4 2019Q3 202316
QUADRANT CAPITAL GROUP LLC 16160.02%0.05%0.06%Q4 2019Q3 202316
Arcus Capital Partners, LLC 16160.20%0.64%1.10%Q4 2019Q3 202316
Gratus Capital, LLC 16160.02%0.07%0.19%Q4 2019Q3 202316
First PREMIER Bank 16160.01%0.03%0.07%Q4 2019Q3 202316
Capital Investment Advisory Services, LLC 16160.18%0.47%1.10%Q4 2019Q3 202316
Aptus Capital Advisors, LLC 16160.04%0.09%0.18%Q4 2019Q3 202316
Clarius Group, LLC 16160.02%0.06%0.09%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.04%0.13%0.24%Q4 2019Q3 202316
Kovitz Investment Group Partners, LLC 16160.06%0.12%0.20%Q4 2019Q3 202316
Schonfeld Strategic Advisors LLC 960.01%0.20%0.53%Q4 2019Q3 202316
PHYSICIANS FINANCIAL SERVICES, INC. 16160.44%0.85%1.34%Q4 2019Q3 202316
Alpha Omega Wealth Management LLC 16160.48%1.12%1.47%Q4 2019Q3 202316
Capital Asset Advisory Services LLC 16160.04%0.14%0.22%Q4 2019Q3 202316
Canal Capital Management, LLC 16160.11%0.25%0.55%Q4 2019Q3 202316
Cetera Investment Advisers 16160.02%0.03%0.05%Q4 2019Q3 202316
Zions Bancorporation, N.A. 16160.01%0.24%0.49%Q4 2019Q3 202316
Sheaff Brock Investment Advisors, LLC 16160.06%0.09%0.14%Q4 2019Q3 202316
Cornerstone Advisory, LLC 16160.10%0.27%0.48%Q4 2019Q3 202316
Bridge Creek Capital Management LLC 16161.24%1.59%1.91%Q4 2019Q3 202316
Douglas Lane & Associates, LLC 16160.71%0.99%1.50%Q4 2019Q3 202316
Simmons Bank 16160.03%0.08%0.20%Q4 2019Q3 202316
Nicholas Hoffman & Company, LLC. 16160.08%0.38%0.91%Q4 2019Q3 202316
Wealthcare Advisory Partners LLC 16160.07%0.13%0.22%Q4 2019Q3 202316
EQUITY INVESTMENT CORP 16161.76%2.37%3.49%Q4 2019Q3 202316
JT Stratford LLC 16160.58%0.82%1.04%Q4 2019Q3 202316
Jacobi Capital Management LLC 16160.09%0.12%0.15%Q4 2019Q3 202316
Parallel Advisors, LLC 16160.01%0.03%0.05%Q4 2019Q3 202316
OneDigital Investment Advisors LLC 16160.01%0.03%0.04%Q4 2019Q3 202316
Glenview Trust Co 16160.03%0.06%0.14%Q4 2019Q3 202316
Norway Savings Bank 16160.22%0.32%0.44%Q4 2019Q3 202316
Russell Investments Group, Ltd. 16160.02%0.08%0.12%Q4 2019Q3 202316
Mutual Advisors, LLC 16160.03%0.07%0.17%Q4 2019Q3 202316
Tandem Investment Advisors, Inc. 16160.02%0.09%0.16%Q4 2019Q3 202316
Patriot Financial Group Insurance Agency, LLC 16160.03%0.05%0.10%Q4 2019Q3 202316
Good Life Advisors, LLC 16160.03%0.09%0.28%Q4 2019Q3 202316
Shepherd Financial Partners LLC 16160.11%0.18%0.40%Q4 2019Q3 202316
LEVEL FOUR ADVISORY SERVICES, LLC 16160.17%0.32%0.60%Q4 2019Q3 202316
Independent Advisor Alliance 16160.09%0.41%0.93%Q4 2019Q3 202316
Meridian Wealth Management, LLC 16160.04%0.14%0.34%Q4 2019Q3 202316
Farmers & Merchants Trust Co of Chambersburg PA 16160.02%0.04%0.05%Q4 2019Q3 202316
Fortis Advisors, LLC 16160.02%0.12%0.32%Q4 2019Q3 202316
IHT Wealth Management, LLC 16160.02%0.06%0.13%Q4 2019Q3 202316
AE Wealth Management LLC 16160.02%0.06%0.10%Q4 2019Q3 202316
Dai-ichi Life Insurance Company, Ltd 16160.04%0.08%0.15%Q4 2019Q3 202316
United Bank 16160.25%2.05%3.85%Q4 2019Q3 202316
CAMDEN NATIONAL BANK 16160.01%1.09%1.98%Q4 2019Q3 202316
Moloney Securities Asset Management, LLC 16160.22%0.50%0.72%Q4 2019Q3 202316
IFM Investors Pty Ltd 16160.11%0.18%0.27%Q4 2019Q3 202316
Sterling Investment Advisors, Ltd. 16160.19%0.53%1.31%Q4 2019Q3 202316
McIlrath & Eck, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Heritage Trust Co 16160.15%0.30%0.49%Q4 2019Q3 202316
BHK Investment Advisors, LLC 16160.34%0.45%0.60%Q4 2019Q3 202316
Wealth Advisors of Tampa Bay, LLC 16160.58%1.09%1.56%Q4 2019Q3 202316
Csenge Advisory Group 16160.06%0.15%0.31%Q4 2019Q3 202316
Bogart Wealth, LLC 16160.13%0.33%0.62%Q4 2019Q3 202316
abrdn plc 16160.05%0.07%0.14%Q4 2019Q3 202316
QVR LLC 330.00%0.04%0.09%Q1 2021Q3 202216
Verdence Capital Advisors LLC 16160.22%0.56%1.50%Q4 2019Q3 202316
Successful Portfolios LLC 16160.22%0.31%0.43%Q4 2019Q3 202316
CenterStar Asset Management, LLC 410.00%0.11%0.48%Q4 2019Q4 202216
Valeo Financial Advisors, LLC 16160.02%0.04%0.08%Q4 2019Q3 202316
Steward Partners Investment Advisory, LLC 16160.02%0.03%0.04%Q4 2019Q3 202316
Taylor Hoffman Wealth Management 16160.14%0.43%0.85%Q4 2019Q3 202316
SeaCrest Wealth Management, LLC 16160.16%0.21%0.31%Q4 2019Q3 202316
IFG Advisory, LLC 16160.03%0.06%0.13%Q4 2019Q3 202316
Global Trust Asset Management, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
FIDUCIENT ADVISORS LLC 16160.01%0.17%0.34%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.06%0.10%0.16%Q4 2019Q3 202316
Ballast, Inc. 16160.36%0.48%0.59%Q4 2019Q3 202316
Independence Bank of Kentucky 16160.46%0.89%1.39%Q4 2019Q3 202316
Murphy, Middleton, Hinkle & Parker, Inc. 16160.27%0.45%0.63%Q4 2019Q3 202316
Investors Research Corp 16160.31%0.45%0.68%Q4 2019Q3 202316
Legacy Financial Advisors, Inc. 16160.10%0.32%0.73%Q4 2019Q3 202316
Providence Capital Advisors, LLC 16160.00%0.24%1.30%Q4 2019Q3 202316
Sound Income Strategies, LLC 16160.00%0.13%0.80%Q4 2019Q3 202316
Larson Financial Group LLC 16160.01%0.02%0.04%Q4 2019Q3 202316
MGO ONE SEVEN LLC 16160.08%0.17%0.38%Q4 2019Q3 202316
CNB Bank 16160.55%0.87%1.07%Q4 2019Q3 202316
Rossmore Private Capital 16160.11%0.29%0.42%Q4 2019Q3 202316
Wealth Alliance Advisory Group, LLC 16160.11%0.31%0.52%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
Silvant Capital Management LLC 16160.00%0.14%0.41%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.04%0.06%0.09%Q4 2019Q3 202316
GABLES CAPITAL MANAGEMENT INC. 16160.05%0.08%0.10%Q4 2019Q3 202316
HHM Wealth Advisors, LLC 16160.03%0.08%0.18%Q4 2019Q3 202316
Selective Wealth Management, Inc. 1330.12%0.41%1.11%Q4 2019Q4 202316
Laurel Wealth Advisors LLC 16160.33%0.65%1.08%Q4 2019Q3 202316
Graves Light Lenhart Wealth, Inc. 16160.20%0.49%0.78%Q4 2019Q3 202316
Old North State Trust, LLC 16160.16%1.81%2.99%Q4 2019Q3 202316
Cresset Asset Management, LLC 16160.01%0.11%0.21%Q4 2019Q3 202316
Treasurer of the State of North Carolina 16160.09%0.17%0.28%Q4 2019Q3 202316
Wealthfront Advisers LLC 16160.00%0.02%0.04%Q4 2019Q3 202316
Geneos Wealth Management Inc. 16160.02%0.06%0.11%Q4 2019Q3 202316
Galibier Capital Management Ltd. 16160.11%0.20%0.38%Q4 2019Q3 202316
Salomon & Ludwin, LLC 16160.01%0.15%0.30%Q4 2019Q3 202316
BROOKS, MOORE & ASSOCIATES, INC. 16161.00%2.01%3.14%Q4 2019Q3 202316
Lindbrook Capital, LLC 16160.01%0.04%0.08%Q4 2019Q3 202316
Edge Capital Group, LLC 16160.03%0.22%1.13%Q4 2019Q3 202316
Princeton Global Asset Management LLC 16160.28%0.37%0.55%Q4 2019Q3 202316
Foster Victor Wealth Advisors, LLC 16160.08%0.90%1.15%Q4 2019Q3 202316
Prestige Wealth Management Group LLC 16160.00%0.02%0.17%Q4 2019Q3 202316
Ethic Inc. 16160.02%0.25%0.44%Q4 2019Q3 202316
Sound View Wealth Advisors Group, LLC 16160.06%0.09%0.17%Q4 2019Q3 202316
tru Independence LLC 16160.01%1.37%2.27%Q4 2019Q3 202316
Xcel Wealth Management, LLC 16160.12%0.18%0.48%Q4 2019Q3 202316
Venture Visionary Partners LLC 16160.06%0.14%0.29%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.04%0.07%0.12%Q4 2019Q3 202316
Wealth Alliance 16160.16%0.26%0.44%Q4 2019Q3 202316
Live Oak Private Wealth LLC 16160.08%0.15%0.30%Q4 2019Q3 202316
ATTICUS WEALTH MANAGEMENT, LLC 16160.18%0.48%1.04%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.02%0.12%0.28%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.09%0.31%0.70%Q4 2019Q3 202316
Marotta Asset Management 1330.32%0.69%1.06%Q4 2019Q4 202316
Orion Portfolio Solutions, LLC 16160.01%0.03%0.06%Q4 2019Q3 202316
Sculati Wealth Management, LLC 16160.17%0.33%0.59%Q4 2019Q3 202316
CAROLINAS WEALTH CONSULTING LLC 16160.04%0.15%0.54%Q4 2019Q3 202316
SYNOVUS FINANCIAL CORP 16160.14%0.18%0.24%Q4 2019Q3 202316
JPMORGAN CHASE & CO 16160.05%0.30%0.42%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.01%0.03%0.05%Q4 2019Q3 202316
DODGE & COX 16160.47%0.75%1.12%Q4 2019Q3 202316
LOWE BROCKENBROUGH & CO INC 16160.07%0.74%1.33%Q4 2019Q3 202316
KING LUTHER CAPITAL MANAGEMENT CORP 16160.01%0.29%0.57%Q4 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 16160.04%0.07%0.10%Q4 2019Q3 202316
GLENMEDE TRUST CO NA 16160.01%0.02%0.07%Q4 2019Q3 202316
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 16160.10%0.17%0.25%Q4 2019Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 16160.01%0.12%0.22%Q4 2019Q3 202316
PITCAIRN CO 16160.05%0.09%0.12%Q4 2019Q3 202316
FMR LLC 16160.03%0.07%0.19%Q4 2019Q3 202316
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 16160.02%0.05%0.08%Q4 2019Q3 202316
MCRAE CAPITAL MANAGEMENT INC 16161.81%2.91%3.93%Q4 2019Q3 202316
EQUITABLE TRUST CO 16160.12%0.43%1.57%Q4 2019Q3 202316
SEI INVESTMENTS CO 16160.02%0.07%0.10%Q4 2019Q3 202316
DIMENSIONAL FUND ADVISORS LP 16160.07%0.12%0.18%Q4 2019Q3 202316
FIDUCIARY TRUST CO 16160.00%0.04%0.08%Q4 2019Q3 202316
FIFTH THIRD BANCORP 16160.02%0.09%0.17%Q4 2019Q3 202316
1ST SOURCE BANK 16160.02%0.03%0.04%Q4 2019Q3 202316
M&T BANK CORP 16160.01%0.04%0.06%Q4 2019Q3 202316
FRANKLIN RESOURCES INC 16160.14%0.21%0.32%Q4 2019Q3 202316
CULLEN/FROST BANKERS, INC. 16160.03%0.12%0.26%Q4 2019Q3 202316
CENTRAL TRUST Co 16160.01%0.06%0.28%Q4 2019Q3 202316
HUNTINGTON NATIONAL BANK 16160.02%0.05%0.12%Q4 2019Q3 202316
CIGNA INVESTMENTS INC /NEW 16160.09%0.15%0.19%Q4 2019Q3 202316
AMERICAN INTERNATIONAL GROUP, INC. 16160.07%0.11%0.15%Q4 2019Q3 202316
JENNISON ASSOCIATES LLC 16160.06%0.11%0.16%Q4 2019Q3 202316
LINCOLN NATIONAL CORP 16160.02%0.03%0.04%Q4 2019Q3 202316
MML INVESTORS SERVICES, LLC 16160.02%0.05%0.08%Q4 2019Q3 202316
OLD NATIONAL BANCORP /IN/ 16160.17%0.30%0.72%Q4 2019Q3 202316
FIRST MERCHANTS CORP 16160.02%0.41%0.68%Q4 2019Q3 202316
PNC FINANCIAL SERVICES GROUP, INC. 16160.04%0.14%0.22%Q4 2019Q3 202316
FIRST FINANCIAL CORP /IN/ 16160.03%0.04%0.04%Q4 2019Q3 202316
ARROW FINANCIAL CORP 16160.01%0.01%0.04%Q4 2019Q3 202316
WESTPAC BANKING CORP 16160.02%0.06%0.09%Q4 2019Q3 202316
STIFEL FINANCIAL CORP 16160.12%0.26%0.38%Q4 2019Q3 202316
CITY HOLDING CO 16160.08%0.26%0.61%Q4 2019Q3 202316
FIRST MANHATTAN CO. LLC. 16160.00%0.00%0.01%Q4 2019Q3 202316
METROPOLITAN LIFE INSURANCE CO/NY 16160.08%0.13%0.19%Q4 2019Q3 202316
NORTHERN TRUST CORP 16160.07%0.15%0.22%Q4 2019Q3 202316
STOCK YARDS BANK & TRUST CO 16160.06%0.39%0.90%Q4 2019Q3 202316
PINNACLE ASSOCIATES LTD 16160.12%0.16%0.20%Q4 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.17%0.33%0.60%Q4 2019Q3 202316
RESOURCES MANAGEMENT CORP /CT/ /ADV 16160.07%0.12%0.33%Q4 2019Q3 202316
HANCOCK WHITNEY CORP 16160.01%0.04%0.10%Q4 2019Q3 202316
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 16160.01%0.04%0.07%Q4 2019Q3 202316
STEPHENS INC /AR/ 16160.09%0.22%0.28%Q4 2019Q3 202316
STATE OF MICHIGAN RETIREMENT SYSTEM 16160.07%0.11%0.15%Q4 2019Q3 202316
SouthState Corp 16160.08%0.21%0.30%Q4 2019Q3 202316
Legal & General Group Plc 16160.08%0.14%0.22%Q4 2019Q3 202316
SIT INVESTMENT ASSOCIATES INC 16160.00%0.14%0.42%Q4 2019Q3 202316
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 16160.16%0.32%0.46%Q4 2019Q3 202316
VALLEY NATIONAL ADVISERS INC 16160.25%0.50%0.91%Q4 2019Q3 202316
ASSOCIATED BANC-CORP 16160.20%0.39%0.52%Q4 2019Q3 202316
COMERICA SECURITIES,INC. 16160.06%0.09%0.11%Q4 2019Q3 202316
TEACHER RETIREMENT SYSTEM OF TEXAS 16160.01%0.09%0.16%Q4 2019Q3 202316
CONNING INC. 16160.01%0.29%1.58%Q4 2019Q3 202316
PRICE T ROWE ASSOCIATES INC /MD/ 16160.01%0.02%0.03%Q4 2019Q3 202316
NEW YORK STATE COMMON RETIREMENT FUND 16160.08%0.15%0.19%Q4 2019Q3 202316
JONES FINANCIAL COMPANIES LLLP 16160.00%0.01%0.01%Q4 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 16160.01%0.03%0.04%Q4 2019Q3 202316
AMERIPRISE FINANCIAL INC 16160.03%0.08%0.20%Q4 2019Q3 202316
STRS OHIO 16160.09%0.17%0.32%Q4 2019Q3 202316
OPPENHEIMER & CO INC 16160.08%0.14%0.22%Q4 2019Q3 202316
WHITENER CAPITAL MANAGEMENT, INC. 16160.75%1.15%1.66%Q4 2019Q3 202316
MONTAG A & ASSOCIATES INC 16160.29%0.90%1.47%Q4 2019Q3 202316
CRAWFORD INVESTMENT COUNSEL INC 16160.01%0.03%0.32%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.03%0.13%0.20%Q4 2019Q3 202316
Clearstead Advisors, LLC 16160.04%0.08%0.16%Q4 2019Q3 202316
ZWJ INVESTMENT COUNSEL INC 16160.08%0.16%0.27%Q4 2019Q3 202316
Haverford Trust Co 16160.01%0.26%0.68%Q4 2019Q3 202316
MERCER GLOBAL ADVISORS INC /ADV 16160.02%0.03%0.07%Q4 2019Q3 202316
STATE OF WISCONSIN INVESTMENT BOARD 16160.06%0.09%0.14%Q4 2019Q3 202316
HIGHLAND CAPITAL MANAGEMENT, LLC 16160.02%0.52%0.63%Q4 2019Q3 202316
Gardner Russo & Gardner 16160.00%0.00%0.01%Q4 2019Q3 202316
DELTA ASSET MANAGEMENT LLC/TN 16160.96%1.52%2.34%Q4 2019Q3 202316
UBS ASSET MANAGEMENT AMERICAS INC 16160.09%0.13%0.19%Q4 2019Q3 202316
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 16160.08%0.16%0.24%Q4 2019Q3 202316
TOTH FINANCIAL ADVISORY CORP 16160.02%0.04%0.07%Q4 2019Q3 202316
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16160.55%0.76%1.30%Q4 2019Q3 202316
VAN ECK ASSOCIATES CORP 16160.00%0.01%0.02%Q4 2019Q3 202316
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 16160.01%1.17%1.72%Q4 2019Q3 202316
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 16160.04%0.08%0.19%Q4 2019Q3 202316
BAHL & GAYNOR INC 16160.01%2.07%2.69%Q4 2019Q3 202316
PANAGORA ASSET MANAGEMENT INC 16160.00%0.01%0.02%Q4 2019Q3 202316
GRIFFIN ASSET MANAGEMENT, INC. 16160.41%0.57%0.73%Q4 2019Q3 202316
Atlantic Union Bankshares Corp 16160.12%0.31%0.98%Q4 2019Q3 202316
SALEM INVESTMENT COUNSELORS INC 16160.37%0.88%1.55%Q4 2019Q3 202316
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 16160.14%0.24%0.30%Q4 2019Q3 202316
CENTAURUS FINANCIAL, INC. 16160.02%0.04%0.13%Q4 2019Q3 202316
Capital International, Inc./CA/ 16160.01%0.02%0.05%Q4 2019Q3 202316
MORGAN STANLEY 16160.03%0.05%0.08%Q4 2019Q3 202316
KORNITZER CAPITAL MANAGEMENT INC /KS 16160.43%0.58%0.72%Q4 2019Q3 202316
KEMPNER CAPITAL MANAGEMENT INC. 16161.08%1.62%2.50%Q4 2019Q3 202316
AXA S.A. 16160.01%0.04%0.14%Q4 2019Q3 202316
BRYN MAWR TRUST Co 16160.34%0.59%1.16%Q4 2019Q3 202316
WELLINGTON MANAGEMENT GROUP LLP 16160.00%0.16%0.24%Q4 2019Q3 202316
BLAIR WILLIAM & CO/IL 16160.00%0.01%0.02%Q4 2019Q3 202316
OLD SECOND NATIONAL BANK OF AURORA 16160.00%0.09%0.74%Q4 2019Q3 202316
SCHWARTZ INVESTMENT COUNSEL INC 16161.30%1.55%1.73%Q4 2019Q3 202316
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 16160.15%0.39%0.71%Q4 2019Q3 202316
Invesco Ltd. 16160.08%0.14%0.21%Q4 2019Q3 202316
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 16160.10%0.16%0.23%Q4 2019Q3 202316
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 16160.06%0.11%0.16%Q4 2019Q3 202316
AMALGAMATED BANK 16160.08%0.14%0.21%Q4 2019Q3 202316
MACKENZIE FINANCIAL CORP 16160.00%0.02%0.04%Q4 2019Q3 202316
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 16160.07%0.10%0.13%Q4 2019Q3 202316
TRUIST FINANCIAL CORP 16160.25%0.46%0.66%Q4 2019Q3 202316
HARTFORD INVESTMENT MANAGEMENT CO 16160.11%0.18%0.23%Q4 2019Q3 202316
M&G INVESTMENT MANAGEMENT LTD 16160.02%0.08%0.18%Q4 2019Q3 202316
VALLEY WEALTH MANAGERS, INC. 16160.00%0.28%0.35%Q4 2019Q3 202316
AVITY INVESTMENT MANAGEMENT INC. 16161.78%2.62%3.22%Q4 2019Q3 202316
MANUFACTURERS LIFE INSURANCE COMPANY, THE 16160.03%0.08%0.17%Q4 2019Q3 202316
HM PAYSON & CO 16160.02%0.04%0.09%Q4 2019Q3 202316
GUYASUTA INVESTMENT ADVISORS INC 16160.02%0.03%0.04%Q4 2019Q3 202316
UMB Bank, n.a. 16160.03%0.14%0.48%Q4 2019Q3 202316
STATE STREET CORP 16160.09%0.16%0.23%Q4 2019Q3 202316
NISA INVESTMENT ADVISORS, LLC 16160.11%0.19%0.26%Q4 2019Q3 202316
SUMITOMO LIFE INSURANCE CO 16160.02%0.06%0.25%Q4 2019Q3 202316
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 16160.10%0.16%0.25%Q4 2019Q3 202316
LEE DANNER & BASS INC 16160.17%0.24%0.30%Q4 2019Q3 202316
1832 Asset Management L.P. 16160.00%0.05%0.13%Q4 2019Q3 202316
FINANCIAL COUNSELORS INC 16160.25%0.39%0.47%Q4 2019Q3 202316
BANK OF NOVA SCOTIA 16160.02%0.08%0.23%Q4 2019Q3 202316
Boston Partners 15150.00%0.88%1.35%Q4 2019Q2 202315
Ziegler Capital Management, LLC 15150.08%0.24%0.46%Q1 2020Q3 202315
Ledyard National Bank 15150.85%1.37%1.69%Q4 2019Q2 202315
Assenagon Asset Management S.A. 1410.00%0.08%0.33%Q4 2019Q3 202315
EXCHANGE TRADED CONCEPTS, LLC 1230.00%0.01%0.09%Q4 2019Q4 202315
Opus Capital Group, LLC 15150.05%0.18%0.40%Q4 2019Q2 202315
Kistler-Tiffany Companies, LLC 15150.00%0.02%0.04%Q4 2019Q2 202315
Copeland Capital Management, LLC 15150.00%0.03%0.06%Q4 2019Q2 202315
Advisors Capital Management, LLC 15150.27%0.37%0.55%Q1 2020Q3 202315
EP Wealth Advisors, LLC 1140.00%0.09%0.60%Q4 2019Q3 202315
Andra AP-fonden 960.00%0.16%0.28%Q4 2019Q3 202315
Westside Investment Management, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1140.00%0.05%0.13%Q4 2019Q3 202315
SHAYNE & JACOBS, LLC 15150.10%0.30%0.39%Q4 2019Q2 202315
Eudaimonia Partners, LLC 870.06%0.67%1.75%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.01%0.02%0.06%Q1 2020Q3 202315
Crewe Advisors LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
COMERICA BANK 1320.07%0.12%0.24%Q4 2019Q3 202315
Front Row Advisors LLC 1410.00%0.04%0.06%Q4 2019Q3 202315
Quadrant Private Wealth Management, LLC 1140.06%0.16%0.34%Q4 2019Q3 202315
LAKE STREET ADVISORS GROUP, LLC 870.02%0.04%0.05%Q4 2019Q3 202315
AUGUSTINE ASSET MANAGEMENT INC 1410.11%0.24%0.49%Q4 2019Q3 202315
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1050.00%0.00%0.00%Q4 2019Q3 202315
FIRST HAWAIIAN BANK 15150.05%0.06%0.07%Q1 2020Q3 202315
FLC Capital Advisors 15150.15%0.26%0.44%Q4 2019Q2 202315
BDO Wealth Advisors, LLC 15150.03%0.06%0.12%Q4 2019Q2 202315
TIAA, FSB 15150.00%0.01%0.06%Q4 2019Q2 202315
Caption Management, LLC 510.00%0.05%0.11%Q4 2019Q3 202315
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1410.10%0.28%1.65%Q4 2019Q3 202315
Family Legacy, Inc. 15150.08%0.16%0.23%Q4 2019Q2 202315
Pinnacle Bancorp, Inc. 15150.01%0.02%0.03%Q1 2020Q3 202315
Achmea Investment Management B.V. 870.03%0.05%0.07%Q4 2019Q3 202315
BCS Wealth Management 1320.33%0.54%0.73%Q4 2019Q3 202315
Radnor Capital Management, LLC 1410.05%0.16%0.43%Q4 2019Q3 202315
Vectors Research Management, LLC 15150.02%0.17%0.39%Q4 2019Q2 202315
Global Retirement Partners, LLC 870.05%0.14%0.30%Q4 2019Q3 202315
Ancora Advisors LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
Parcion Private Wealth LLC 1410.18%0.40%0.62%Q4 2019Q3 202315
PEOPLES BANK /OH 15150.17%0.27%0.53%Q4 2019Q2 202315
First Command Financial Services, Inc. 15150.00%0.06%0.18%Q4 2019Q2 202315
First Command Bank 15150.00%0.06%0.18%Q4 2019Q2 202315
Kingsview Wealth Management, LLC 960.08%0.28%0.61%Q4 2019Q3 202315
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1050.04%0.07%0.31%Q4 2019Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
Berkeley Capital Partners, LLC 1410.16%0.29%0.46%Q4 2019Q3 202315
Mn Services Vermogensbeheer B.V. 1050.18%0.31%0.40%Q4 2019Q3 202315
WELCH & FORBES LLC 15150.02%0.04%0.06%Q1 2020Q3 202315
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 15150.03%0.23%1.01%Q4 2019Q2 202315
BerganKDV Wealth Management, LLC 15150.00%0.01%0.02%Q4 2019Q2 202315
&PARTNERS 1320.20%0.28%0.46%Q4 2019Q3 202315
BEACON INVESTMENT ADVISORY SERVICES, INC. 15150.10%0.14%0.21%Q4 2019Q2 202315
Marks Group Wealth Management, Inc 15150.07%0.10%0.14%Q4 2019Q2 202315
Tredje AP-fonden 870.02%0.09%0.29%Q4 2019Q3 202315
TOMPKINS FINANCIAL CORP 810.00%0.01%0.03%Q4 2019Q4 202315
TOKIO MARINE ASSET MANAGEMENT CO LTD 1410.03%0.06%0.08%Q4 2019Q3 202315
Ellevest, Inc. 1410.00%0.03%0.07%Q4 2019Q3 202315
WASHINGTON TRUST Co 15150.01%0.39%0.66%Q1 2020Q3 202315
MCMILLION CAPITAL MANAGEMENT INC 15150.94%1.78%3.57%Q4 2019Q2 202315
Wellington Shields Capital Management, LLC 1410.01%0.07%0.23%Q4 2019Q3 202315
WESBANCO BANK INC 1140.22%0.56%0.72%Q4 2019Q3 202315
Empire Life Investments Inc. 15150.41%0.77%1.14%Q4 2019Q2 202315
Man Group plc 1410.01%0.05%0.14%Q4 2019Q3 202315
Vestmark Advisory Solutions, Inc. 15150.14%0.26%0.65%Q4 2019Q2 202315
COLONY GROUP LLC 15150.01%0.03%0.06%Q4 2019Q2 202315
Gotham Asset Management, LLC 960.02%0.04%0.12%Q4 2019Q3 202315
Signature Wealth Management Group 15150.38%1.64%2.42%Q4 2019Q2 202315
CIBC WORLD MARKET INC. 1220.00%0.00%0.02%Q4 2019Q3 202315
PATHSTONE FAMILY OFFICE, LLC 15150.00%0.03%0.06%Q1 2020Q3 202315
MV CAPITAL MANAGEMENT, INC. 15150.02%0.03%0.04%Q1 2020Q3 202315
Rehmann Capital Advisory Group 15150.02%0.09%0.19%Q1 2020Q3 202315
S&CO INC 15150.03%0.06%0.11%Q4 2019Q2 202315
BOKF, NA 960.01%0.10%0.19%Q4 2019Q3 202315
MOODY NATIONAL BANK TRUST DIVISION 15150.05%0.11%0.17%Q1 2020Q3 202315
OPUS INVESTMENT MANAGEMENT INC 15150.70%1.00%1.66%Q4 2019Q2 202315
BURKE & HERBERT BANK & TRUST CO 15150.18%0.39%0.55%Q4 2019Q2 202315
Aprio Wealth Management, LLC 1050.07%0.47%0.96%Q4 2019Q3 202315
COMMUNITY TRUST & INVESTMENT CO 15150.03%0.06%0.08%Q1 2020Q3 202315
Perkins Coie Trust Co 1410.00%0.26%1.00%Q4 2019Q3 202315
Pacer Advisors, Inc. 1410.00%0.07%0.39%Q4 2019Q3 202315
WEBSTER BANK, N. A. 15150.00%0.02%0.18%Q1 2020Q3 202315
ROYAL LONDON ASSET MANAGEMENT LTD 15150.10%0.20%0.27%Q1 2020Q3 202315
Stratos Wealth Partners, LTD. 15150.03%0.06%0.11%Q1 2020Q3 202315
GATEWAY INVESTMENT ADVISERS LLC 15150.00%0.02%0.16%Q4 2019Q2 202315
Snowden Capital Advisors LLC 870.03%0.06%0.09%Q4 2019Q3 202315
FORSTA AP-FONDEN 15150.10%0.17%0.22%Q1 2020Q3 202315
MCF Advisors LLC 870.09%0.21%0.54%Q4 2019Q3 202315
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1410.02%0.03%0.04%Q4 2019Q3 202315
Stanley-Laman Group, Ltd. 15150.31%0.41%0.55%Q4 2019Q2 202315
Riggs Asset Managment Co. Inc. 1230.00%0.00%0.01%Q4 2019Q3 202315
Southeast Asset Advisors Inc. 1410.04%0.07%0.10%Q4 2019Q3 202315
MONETARY MANAGEMENT GROUP INC 960.00%0.03%0.16%Q4 2019Q3 202315
BUCKHEAD CAPITAL MANAGEMENT LLC 15150.29%0.49%0.64%Q4 2019Q2 202315
Eastover Investment Advisors LLC 15150.27%0.41%0.55%Q1 2020Q3 202315
GREENLEAF TRUST 1410.00%0.01%0.01%Q4 2019Q3 202315
Oakworth Capital, Inc. 15150.01%0.03%0.03%Q1 2020Q3 202315
SRS Capital Advisors, Inc. 1050.01%0.03%0.09%Q4 2019Q3 202315
LOS ANGELES CAPITAL MANAGEMENT LLC 15150.00%0.12%0.26%Q4 2019Q2 202315
YHB Investment Advisors, Inc. 15150.23%0.43%0.77%Q4 2019Q2 202315
WBH ADVISORY INC 1230.03%0.07%0.10%Q4 2019Q3 202315
FARMERS & MERCHANTS INVESTMENTS INC 15150.04%0.32%0.56%Q1 2020Q3 202315
PineBridge Investments, L.P. 15150.01%0.12%0.32%Q4 2019Q2 202315
OPPENHEIMER ASSET MANAGEMENT INC. 15150.16%0.33%0.42%Q1 2020Q3 202315
REGIONS FINANCIAL CORP 15150.18%0.60%0.84%Q1 2020Q3 202315
Advisors Asset Management, Inc. 1410.22%0.29%0.46%Q4 2019Q3 202315
Veritable, L.P. 15150.02%0.04%0.06%Q4 2019Q2 202315
Newman Dignan & Sheerar, Inc. 15150.16%0.37%0.53%Q4 2019Q2 202315
ProVise Management Group, LLC 1230.03%0.06%0.10%Q4 2019Q3 202315
Thomasville National Bank 1411.52%2.25%2.66%Q4 2019Q3 202315
Horizon Investments, LLC 1140.01%0.03%0.15%Q4 2019Q3 202315
MOTCO 1050.00%0.21%0.48%Q4 2019Q3 202315
JFS WEALTH ADVISORS, LLC 14140.00%0.01%0.02%Q2 2020Q3 202314
Marcum Wealth, LLC 1210.06%0.11%0.17%Q4 2019Q3 202314
BI Asset Management Fondsmaeglerselskab A/S 14140.02%0.25%0.50%Q2 2020Q3 202314
Outlook Wealth Advisors, LLC 14140.14%0.20%0.26%Q4 2019Q1 202314
Bay Harbor Wealth Management, LLC 14140.00%0.08%0.30%Q4 2019Q1 202314
Semmax Financial Advisors Inc. 1310.82%0.98%1.58%Q4 2019Q3 202314
Vanguard Personalized Indexing Management, LLC 14140.05%0.10%0.15%Q2 2020Q3 202314
Aspire Private Capital, LLC 1310.01%0.05%0.07%Q4 2019Q3 202314
OSSIAM 14140.00%0.17%0.81%Q2 2020Q3 202314
Argent Advisors, Inc. 1310.05%0.58%0.80%Q4 2019Q3 202314
Thomas J. Herzfeld Advisors, Inc. 14140.00%0.00%0.01%Q2 2020Q3 202314
PUTNAM INVESTMENTS LLC 1220.00%0.02%0.25%Q4 2019Q3 202314
Handelsbanken Fonder AB 14140.06%0.09%0.11%Q2 2020Q3 202314
Parsec Financial Management, Inc. 14140.14%0.27%0.65%Q4 2019Q1 202314
ClearBridge Investments 14140.00%0.03%0.09%Q4 2019Q1 202314
Town & Country Bank & Trust CO dba First Bankers Trust CO 14140.36%0.49%0.61%Q4 2019Q1 202314
Coastline Trust Co 14140.17%0.36%0.48%Q4 2019Q1 202314
CAPITAL FUND MANAGEMENT S.A. 410.01%0.03%0.12%Q3 2020Q3 202314
Calamos Advisors LLC 14140.02%0.05%0.08%Q4 2019Q1 202314
Lafayette Investments 1310.06%0.09%0.13%Q4 2019Q3 202314
Bollard Group LLC 14140.00%0.01%0.01%Q2 2020Q3 202314
Avidian Wealth Solutions, LLC 14140.03%0.04%0.06%Q4 2019Q1 202314
TCI Wealth Advisors, Inc. 14140.01%0.02%0.04%Q4 2019Q1 202314
NICOLET BANKSHARES INC 14140.11%0.19%0.27%Q2 2020Q3 202314
Cornerstone Management, Inc. 14140.05%0.17%0.36%Q4 2019Q1 202314
AQR Capital Management 1130.00%0.02%0.10%Q4 2019Q3 202314
Formidable Asset Management, LLC 14140.05%0.12%0.20%Q4 2019Q1 202314
GREENWOOD CAPITAL ASSOCIATES LLC 14140.01%0.18%0.28%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 14140.02%0.04%0.05%Q4 2019Q1 202314
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 14140.15%0.25%0.35%Q1 2020Q2 202314
FLPUTNAM INVESTMENT MANAGEMENT CO 14140.01%0.17%0.40%Q4 2019Q1 202314
Waldron Private Wealth LLC 14140.02%0.08%0.12%Q4 2019Q1 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.00%0.04%0.06%Q2 2020Q3 202314
DUPONT CAPITAL MANAGEMENT CORP 14140.00%0.03%0.15%Q4 2019Q1 202314
Gemmer Asset Management LLC 14140.01%0.03%0.06%Q4 2019Q1 202314
LEAVELL INVESTMENT MANAGEMENT, INC. 14140.05%0.23%0.38%Q2 2020Q3 202314
PFS INVESTMENTS INC. 14140.08%0.30%0.48%Q4 2019Q1 202314
SEGALL BRYANT & HAMILL, LLC 14140.00%0.01%0.01%Q4 2019Q1 202314
XPONANCE, INC. 14140.05%0.08%0.11%Q2 2020Q3 202314
NWAM LLC 1210.02%0.04%0.06%Q4 2019Q3 202314
CAPITAL INSIGHT PARTNERS, LLC 14140.69%0.96%1.33%Q4 2019Q1 202314
CAPE COD FIVE CENTS SAVINGS BANK 14140.03%0.40%0.72%Q4 2019Q1 202314
SEARLE & CO. 14140.23%0.47%0.72%Q4 2019Q1 202314
Verus Financial Partners, Inc. 1310.03%0.07%0.14%Q4 2019Q2 202314
SevenBridge Financial Group, LLC 14140.10%0.18%0.42%Q4 2019Q1 202314
EADS & HEALD WEALTH MANAGEMENT 14140.13%0.34%0.98%Q4 2019Q1 202314
FLAGSHIP HARBOR ADVISORS, LLC 14140.02%0.03%0.05%Q4 2019Q1 202314
DAVIS R M INC 14140.01%0.01%0.02%Q4 2019Q1 202314
INVESTMENT MANAGEMENT OF VIRGINIA LLC 14140.12%0.17%0.20%Q4 2019Q1 202314
DAVIS SELECTED ADVISERS 14140.00%0.01%0.03%Q2 2020Q3 202314
Symmetry Partners, LLC 1220.02%0.05%0.14%Q4 2019Q2 202314
Citizens Business Bank 14140.15%0.37%0.64%Q4 2019Q1 202314
Founders Capital Management 1220.01%0.01%0.01%Q4 2019Q3 202314
Parkside Investments, LLC 14140.64%1.11%1.37%Q4 2019Q1 202314
Prana Capital Management, LP 1010.61%3.08%7.00%Q1 2020Q3 202314
PRUDENTIAL PLC 860.00%0.09%0.42%Q4 2019Q3 202314
WealthShield Partners, LLC 1220.03%0.33%0.92%Q4 2019Q3 202314
Financial Advocates Investment Management 910.01%0.03%0.04%Q4 2019Q3 202314
Banco de Sabadell, S.A 14140.08%0.89%1.74%Q4 2019Q1 202314
Veracity Capital LLC 14140.08%0.14%0.25%Q4 2019Q1 202314
TCTC Holdings, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Certified Advisory Corp 1130.10%0.17%0.31%Q4 2019Q3 202314
HERON FINANCIAL GROUP, LLC 1220.15%0.36%0.58%Q4 2019Q2 202314
Resonant Capital Advisors, LLC 14140.18%0.36%0.45%Q4 2019Q1 202314
ANCHOR CAPITAL ADVISORS LLC 14140.04%0.10%0.61%Q4 2019Q1 202314
Pathway Financial Advisors LLC 860.11%0.19%0.28%Q4 2019Q3 202314
CVA Family Office, LLC 14140.04%0.06%0.10%Q1 2020Q2 202314
Mayfair Advisory Group, LLC 14140.41%0.73%1.28%Q2 2020Q3 202314
Beacon Pointe Advisors, LLC 14140.02%0.03%0.05%Q2 2020Q3 202314
Fisher Asset Management, LLC 1210.00%0.00%0.00%Q4 2019Q3 202314
DEAN INVESTMENT ASSOCIATES, LLC 14140.14%0.29%0.37%Q4 2019Q1 202314
First Long Island Investors, LLC 14141.11%1.74%2.05%Q4 2019Q1 202314
Essex Savings Bank 1310.09%0.18%0.26%Q4 2019Q3 202314
TORONTO DOMINION BANK 1310.00%0.06%0.08%Q4 2019Q3 202314
Meridian Financial Partners LLC 1310.14%0.26%0.48%Q4 2019Q2 202314
CITIZENS & NORTHERN CORP 13130.48%0.72%0.94%Q3 2020Q3 202313
Monte Financial Group, LLC 13130.32%0.45%0.54%Q4 2019Q4 202213
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 13130.49%0.54%0.65%Q4 2019Q4 202213
CWA Asset Management Group, LLC 1210.08%0.16%0.22%Q4 2019Q3 202313
ROTHSCHILD INVESTMENT LLC /IL 13130.02%0.59%0.86%Q3 2020Q3 202313
XML Financial, LLC 1210.05%0.42%0.85%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.04%0.06%0.08%Q3 2020Q3 202313
Procyon Advisors, LLC 1030.04%0.10%0.16%Q4 2019Q3 202313
Faithward Advisors, LLC 13130.07%0.11%0.22%Q4 2019Q4 202213
EAGLE GLOBAL ADVISORS LLC 13130.02%0.93%1.49%Q4 2019Q4 202213
EAGLE ASSET MANAGEMENT INC 13130.17%0.54%0.81%Q4 2019Q4 202213
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Tweedy, Browne Co LLC 13130.71%1.37%1.69%Q3 2020Q3 202313
WOODMONT INVESTMENT COUNSEL LLC 13130.10%0.28%0.94%Q4 2019Q4 202213
Mount Yale Investment Advisors, LLC 1210.02%0.07%0.10%Q4 2019Q1 202313
Clean Yield Group 850.00%0.02%0.04%Q4 2019Q1 202313
Biltmore Family Office, LLC 1210.06%0.14%0.30%Q2 2020Q3 202313
CORNERCAP INVESTMENT COUNSEL INC 13130.04%0.29%0.50%Q4 2019Q4 202213
PROFESSIONAL ADVISORY SERVICES INC 13132.44%3.04%3.64%Q3 2020Q3 202313
V Wealth Advisors LLC 1120.05%0.11%0.22%Q1 2020Q2 202313
NICHOLAS COMPANY, INC. 13130.00%0.70%0.95%Q2 2020Q2 202313
Hills Bank & Trust Co 13130.13%0.18%0.22%Q3 2020Q3 202313
TOBAM 13130.01%0.01%0.02%Q3 2020Q3 202313
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 13130.12%0.18%0.23%Q2 2020Q2 202313
Pendal Group Ltd 13130.01%0.03%0.05%Q4 2019Q4 202213
AM INVESTMENT STRATEGIES LLC 13130.88%1.33%1.63%Q3 2020Q3 202313
IEQ CAPITAL, LLC 1120.01%0.03%0.05%Q4 2019Q3 202313
Capital International Sarl 13130.17%0.34%0.54%Q4 2019Q4 202213
MainStreet Investment Advisors LLC 1210.02%0.17%0.41%Q1 2020Q3 202313
JOHNSON INVESTMENT COUNSEL INC 610.00%0.01%0.01%Q4 2019Q3 202313
Illinois Municipal Retirement Fund 13130.01%0.02%0.03%Q3 2020Q3 202313
SEEYOND 13130.02%0.10%0.35%Q4 2019Q4 202213
Capital World Investors 13130.00%0.05%0.17%Q4 2019Q4 202213
TRUSTCORE FINANCIAL SERVICES, LLC 13130.06%0.11%0.21%Q4 2019Q4 202213
TRANSCEND CAPITAL ADVISORS, LLC 920.06%0.14%0.19%Q4 2019Q3 202313
Benin Management CORP 13130.11%0.15%0.28%Q4 2019Q4 202213
BOENNING & SCATTERGOOD, INC. 13130.09%0.22%0.34%Q4 2019Q4 202213
GW HENSSLER & ASSOCIATES LTD 13130.02%0.82%2.30%Q3 2020Q3 202313
MATRIX ASSET ADVISORS INC/NY 13132.41%3.08%3.72%Q4 2019Q4 202213
Vident Investment Advisory, LLC 1210.01%0.04%0.10%Q4 2019Q2 202313
RNC CAPITAL MANAGEMENT LLC 13130.02%1.83%2.36%Q4 2019Q4 202213
Quadrature Capital Ltd 820.05%0.13%0.31%Q1 2020Q3 202313
Transform Wealth, LLC 13130.04%0.20%0.32%Q4 2019Q4 202213
COLDSTREAM CAPITAL MANAGEMENT INC 810.01%0.02%0.03%Q4 2019Q3 202313
Ilmarinen Mutual Pension Insurance Co 13130.06%0.13%0.22%Q4 2019Q4 202213
Northwest Bancshares, Inc. 13130.09%0.17%0.32%Q4 2019Q4 202213
NorthRock Partners, LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
Biondo Investment Advisors, LLC 13130.72%1.16%1.48%Q4 2019Q4 202213
MAI Capital Management 1210.00%0.01%0.04%Q4 2019Q3 202313
Global Wealth Management Investment Advisory, Inc. 1120.01%0.03%0.07%Q4 2019Q3 202313
ALPS ADVISORS INC 810.00%0.10%0.25%Q4 2019Q3 202313
NATIXIS 940.01%0.11%0.43%Q2 2020Q3 202313
Israel Discount Bank of New York 940.36%0.52%0.66%Q2 2020Q3 202313
AUA CAPITAL MANAGEMENT, LLC 13130.16%0.22%0.31%Q4 2019Q4 202213
Stratos Wealth Advisors, LLC 1210.03%0.09%0.20%Q2 2020Q3 202313
BOWEN HANES & CO INC 13130.06%0.07%0.10%Q4 2019Q4 202213
GOFEN & GLOSSBERG LLC /IL/ 13130.25%0.30%0.44%Q4 2019Q4 202213
MARINO, STRAM & ASSOCIATES LLC 13130.07%0.24%0.32%Q3 2020Q3 202313
Personal Capital Advisors Corp 13130.00%0.00%0.01%Q4 2019Q4 202213
OAK ASSOCIATES LTD /OH/ 13130.04%0.05%0.08%Q4 2019Q4 202213
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.07%0.10%0.13%Q3 2020Q3 202313
ALLSTATE CORP 13130.04%0.07%0.20%Q4 2019Q4 202213
GREAT LAKES ADVISORS, LLC 1210.01%0.11%0.43%Q2 2020Q3 202313
Trust Asset Management LLC 13130.05%0.08%0.10%Q3 2020Q3 202313
PAYDEN & RYGEL 13130.01%0.87%2.05%Q4 2019Q4 202213
Realta Investment Advisors 13130.06%0.12%0.17%Q3 2020Q3 202313
Key FInancial Inc 1210.00%0.00%0.01%Q1 2020Q3 202313
ExodusPoint Capital Management, LP 520.01%0.05%0.13%Q2 2020Q3 202313
NORGES BANK 13130.13%0.15%0.19%Q4 2019Q4 202213
LOOMIS SAYLES & CO L P 510.00%0.00%0.00%Q4 2019Q3 202313
ARGENT CAPITAL MANAGEMENT LLC 13130.01%2.49%3.42%Q4 2019Q4 202213
Lee Financial Co 1030.00%0.00%0.00%Q4 2019Q3 202313
Stewardship Advisors, LLC 1210.08%0.11%0.21%Q4 2019Q1 202313
PARSONS CAPITAL MANAGEMENT INC/RI 13130.14%0.17%0.23%Q4 2019Q4 202213
MEYER HANDELMAN CO 13130.01%0.01%0.02%Q4 2019Q4 202213
Founders Financial Alliance, LLC 13130.33%0.64%0.90%Q3 2020Q3 202313
New Jersey Better Educational Savings Trust 13130.45%0.69%0.91%Q4 2019Q4 202213
Doyle Wealth Management 12120.02%0.03%0.04%Q4 2019Q3 202212
Andesa Financial Management Inc. 1110.10%0.19%0.29%Q4 2019Q4 202212
Cascade Investment Advisors, Inc. 1110.01%0.01%0.01%Q4 2019Q1 202312
HOME FEDERAL BANK OF TENNESSEE 1110.08%0.11%0.15%Q4 2019Q4 202212
Strategic Blueprint, LLC 1110.04%0.06%0.15%Q4 2019Q3 202312
American Portfolios Advisors 12120.05%0.06%0.07%Q4 2019Q3 202212
AMERICAN ASSETS INC 12120.13%0.16%0.20%Q4 2020Q3 202312
Bristlecone Advisors, LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Horan Securities, Inc. 750.00%0.00%0.01%Q2 2020Q2 202312
Ellis Investment Partners, LLC 12120.03%0.04%0.05%Q4 2019Q3 202212
PARADIGM ASSET MANAGEMENT CO LLC 12120.01%0.23%0.34%Q4 2020Q3 202312
ACG Wealth 12120.04%0.06%0.08%Q4 2019Q3 202212
Maryland Capital Management 12120.20%0.39%0.66%Q4 2019Q3 202212
Brinker Capital Investments, LLC 1110.01%0.13%0.19%Q4 2019Q4 202212
ING GROEP NV 1110.02%0.08%0.14%Q4 2019Q4 202212
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 12120.02%0.89%1.27%Q4 2020Q3 202312
HEADINVEST, LLC 12120.09%0.36%0.53%Q4 2020Q3 202312
Hudock, Inc. 12120.01%0.06%0.10%Q4 2019Q3 202212
HAP Trading, LLC 410.00%0.02%0.18%Q2 2020Q3 202312
EPG Wealth Management LLC 620.07%0.16%0.24%Q4 2019Q3 202312
SUMMIT FINANCIAL GROUP, INC. 12120.09%0.27%0.40%Q4 2020Q3 202312
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.16%0.53%Q1 2020Q3 202312
Redpoint Investment Management Pty Ltd 12120.13%0.18%0.26%Q4 2019Q3 202212
REGENTATLANTIC CAPITAL LLC 12120.03%0.05%0.08%Q4 2019Q3 202212
DIAMOND HILL CAPITAL MANAGEMENT INC 12121.42%2.02%2.67%Q4 2020Q3 202312
Alaska Permanent Fund Corp 1020.04%0.04%0.06%Q3 2020Q3 202312
Seneca House Advisors 12120.19%0.26%0.48%Q4 2019Q3 202212
Systematic Alpha Investments, LLC 12120.33%0.59%0.83%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.03%0.07%0.11%Q4 2020Q3 202312
Spectrum Management Group, LLC 12120.00%0.00%0.00%Q4 2019Q3 202212
Vontobel Holding Ltd. 12120.01%0.01%0.01%Q4 2020Q3 202312
180 WEALTH ADVISORS, LLC 1110.07%0.12%0.22%Q4 2019Q4 202212
Covington Capital Management 12120.00%0.14%0.35%Q4 2019Q3 202212
MEEDER ASSET MANAGEMENT INC 12120.06%0.12%0.20%Q4 2019Q3 202212
ATLAS CAPITAL ADVISORS LLC 1110.00%0.04%0.24%Q4 2019Q3 202312
Investment Management Corp of Ontario 12120.13%0.45%1.11%Q4 2020Q3 202312
HOMESTEAD ADVISERS CORP 12120.98%1.43%1.92%Q4 2020Q3 202312
JACKSON SQUARE CAPITAL, LLC 12120.00%0.12%0.20%Q4 2019Q3 202212
Concord Wealth Partners 12120.14%1.09%2.65%Q4 2020Q3 202312
CYPRESS CAPITAL MANAGEMENT LLC 12120.68%1.45%2.08%Q4 2019Q3 202212
D. SCOTT NEAL, INC. 12120.15%0.18%0.22%Q4 2019Q3 202212
MUFG Americas Holdings Corp 12120.00%0.00%0.01%Q4 2019Q3 202212
X-Square Capital, LLC 12120.21%0.86%1.11%Q4 2020Q3 202312
Ballew Advisors, Inc 1110.20%0.28%0.35%Q4 2019Q4 202212
Wagner Wealth Management, LLC 12120.08%0.25%0.39%Q4 2020Q3 202312
Dynamic Advisor Solutions LLC 930.01%0.07%0.10%Q4 2019Q4 202212
CHILTON INVESTMENT CO INC. 12120.01%0.02%0.02%Q4 2020Q3 202312
DOWLING & YAHNKE LLC 12120.02%0.04%0.06%Q4 2019Q3 202212
Kovack Advisors, Inc. 1020.02%0.06%0.23%Q4 2019Q3 202312
Tidal Investments LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
Estabrook Capital Management 840.00%0.00%0.00%Q4 2019Q3 202312
Cornerstone Wealth Group, LLC 1110.04%0.31%0.73%Q4 2019Q4 202212
Select Asset Management & Trust 12120.22%0.37%0.66%Q4 2020Q3 202312
MTM Investment Management, LLC 12120.20%0.64%0.88%Q4 2020Q3 202312
Sage Mountain Advisors LLC 12120.03%0.06%0.09%Q4 2020Q3 202312
PHILADELPHIA TRUST CO 12120.05%0.14%0.88%Q4 2019Q3 202212
Sargent Bickham Lagudis LLC 1110.00%0.03%0.06%Q4 2019Q4 202212
Icon Wealth Partners, LLC 930.09%0.56%0.81%Q2 2020Q3 202312
HOWE & RUSLING INC 12120.00%0.04%0.44%Q4 2019Q3 202212
One River Asset Management, LLC 440.00%0.03%0.09%Q4 2022Q3 202312
INVERNESS COUNSEL LLC /NY/ 12120.05%0.97%1.88%Q4 2019Q3 202212
Galvin, Gaustad & Stein, LLC 12120.70%1.10%1.54%Q4 2020Q3 202312
InterOcean Capital Group, LLC 12120.04%0.07%0.11%Q4 2020Q3 202312
Engineers Gate Manager LP 610.02%0.15%0.52%Q4 2019Q3 202312
NBT BANK N A /NY 12120.04%0.07%0.08%Q4 2020Q3 202312
Merit Financial Group, LLC 1110.01%0.02%0.04%Q4 2019Q3 202312
Rock Point Advisors, LLC 1110.07%0.08%0.12%Q4 2019Q2 202312
EARNEST PARTNERS LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Occidental Asset Management, LLC 12120.05%0.08%0.11%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12120.53%0.85%1.11%Q4 2020Q3 202312
Johnson Financial Group, Inc. 12120.01%0.02%0.03%Q4 2020Q3 202312
Rede Wealth, LLC 12120.15%0.45%1.02%Q4 2020Q3 202312
Altus Wealth Group LLC 12120.19%0.44%0.61%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.95%1.68%2.30%Q4 2020Q3 202312
Migdal Insurance & Financial Holdings Ltd. 12120.00%0.02%0.06%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.05%0.10%0.18%Q4 2020Q3 202312
StoneX Group Inc. 610.03%0.15%0.47%Q4 2019Q3 202312
Proquility Private Wealth Partners, LLC 12120.44%0.78%0.96%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.01%0.02%0.02%Q4 2020Q3 202312
Maven Securities LTD 810.00%0.02%0.03%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.05%0.17%0.34%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.04%0.07%0.10%Q4 2020Q3 202312
Covenant Asset Management, LLC 12120.06%0.14%0.19%Q4 2019Q3 202212
True North Advisors, LLC 12120.23%0.31%0.41%Q2 2020Q1 202312
Peloton Wealth Strategists 12120.69%1.18%1.52%Q4 2020Q3 202312
American Research & Management Co. 12120.10%0.11%0.16%Q4 2019Q3 202212
OUTFITTER FINANCIAL LLC 12121.15%1.59%1.83%Q4 2020Q3 202312
EVOKE WEALTH, LLC 12120.00%0.01%0.05%Q4 2019Q3 202212
ETF MANAGERS GROUP, LLC 12120.01%0.02%0.04%Q2 2020Q1 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Alliance Wealth Advisors, LLC 12120.19%0.25%0.31%Q4 2020Q3 202312
SENTRY INVESTMENT MANAGEMENT LLC 710.00%0.15%0.26%Q4 2019Q3 202312
EATON VANCE MANAGEMENT 12120.23%0.27%0.37%Q4 2019Q3 202212
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.20%0.26%0.37%Q4 2020Q3 202312
TOCQUEVILLE ASSET MANAGEMENT L.P. 1110.00%0.01%0.02%Q4 2019Q4 202212
Corient Capital Partners, LLC 12120.28%0.34%0.45%Q4 2019Q3 202212
Siemens Fonds Invest GmbH 12120.08%0.14%0.18%Q4 2020Q3 202312
Newbridge Financial Services Group, Inc. 12120.00%0.02%0.05%Q4 2020Q3 202312
BEACH INVESTMENT COUNSEL INC/PA 12120.14%0.75%1.56%Q2 2020Q1 202312
Wealth Quarterback LLC 610.05%0.37%0.78%Q1 1987Q3 202311
Advisory Alpha, LLC 810.00%0.02%0.04%Q4 2019Q2 202311
FULTON BREAKEFIELD BROENNIMAN LLC 610.02%0.03%0.03%Q4 2019Q1 202311
TIEMANN INVESTMENT ADVISORS, LLC 1010.11%0.13%0.20%Q4 2019Q3 202211
Penobscot Investment Management Company, Inc. 11110.04%0.12%0.45%Q4 2019Q2 202211
Point72 Middle East FZE 440.00%0.12%0.53%Q4 2022Q3 202311
Graypoint LLC 11110.04%0.05%0.06%Q4 2020Q2 202311
Arlington Financial Advisors, LLC 1010.11%0.12%0.17%Q4 2019Q3 202211
Reliant Investment Management, LLC 1010.18%1.96%2.64%Q4 2019Q1 202311
Spire Wealth Management 11110.02%0.04%0.06%Q1 2021Q3 202311
Maryland State Retirement & Pension System 740.06%0.14%0.21%Q4 2020Q3 202311
COZAD ASSET MANAGEMENT INC 1010.04%0.07%0.09%Q4 2019Q4 202211
SALEM CAPITAL MANAGEMENT INC 11111.55%1.99%2.28%Q1 2020Q3 202211
LSV ASSET MANAGEMENT 830.00%0.13%0.72%Q4 2019Q3 202311
EVERGREEN CAPITAL MANAGEMENT LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
NEW ENGLAND ASSET MANAGEMENT INC 11110.00%0.01%0.02%Q4 2019Q2 202211
Lloyd Advisory Services, LLC. 11110.00%0.04%0.16%Q4 2019Q2 202211
HORIZON FINANCIAL SERVICES, LLC 11110.10%0.23%0.33%Q3 2020Q1 202311
DIXON HUBARD FEINOUR & BROWN INC/VA 11110.25%0.58%1.01%Q4 2019Q2 202211
First Bank & Trust 11110.19%0.37%0.62%Q1 2021Q3 202311
VIRGINIA RETIREMENT SYSTEMS ET AL 920.02%0.07%0.12%Q1 2020Q4 202211
Hennion & Walsh Asset Management, Inc. 11110.03%0.10%0.16%Q1 2021Q3 202311
COERENTE CAPITAL MANAGEMENT 11112.33%3.77%4.43%Q1 2021Q3 202311
CITIZENS FINANCIAL GROUP INC/RI 830.01%0.02%0.04%Q4 2019Q2 202311
CANANDAIGUA NATIONAL CORP 11110.08%0.10%0.18%Q2 2020Q4 202211
LS Investment Advisors, LLC 11110.03%0.08%0.15%Q4 2019Q2 202211
Lumature Wealth Partners, LLC 11110.21%0.30%0.54%Q4 2020Q2 202311
CAMBRIDGE TRUST CO 830.00%0.01%0.03%Q4 2019Q3 202311
ZACKS INVESTMENT MANAGEMENT 11110.01%0.50%0.79%Q1 2021Q3 202311
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 610.00%0.02%0.05%Q4 2019Q3 202311
Stieven Capital Advisors, L.P. 11111.80%2.72%4.42%Q2 2020Q4 202211
GERMAN AMERICAN BANCORP, INC. 1010.06%0.73%1.18%Q4 2019Q3 202311
SIMON QUICK ADVISORS, LLC 11110.01%0.04%0.15%Q4 2019Q2 202211
Grove Bank & Trust 11110.06%0.11%0.16%Q1 2021Q3 202311
HENGEHOLD CAPITAL MANAGEMENT LLC 11110.17%0.29%0.35%Q1 2021Q3 202311
GODSEY & GIBB, INC 611.40%2.81%9.41%Q4 2019Q3 202311
AlphaCrest Capital Management LLC 11110.04%0.17%0.33%Q1 2020Q3 202211
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1010.32%1.03%1.56%Q4 2019Q1 202311
Montecito Bank & Trust 1010.06%0.08%0.10%Q4 2019Q4 202211
Piscataqua Savings Bank 11110.01%0.01%0.02%Q1 2021Q3 202311
Solstein Capital, LLC 11110.01%0.02%0.06%Q1 2021Q3 202311
Meiji Yasuda Life Insurance Co 710.00%0.02%0.05%Q4 2019Q3 202311
Cordasco Financial Network 11111.72%2.21%4.06%Q4 2019Q2 202211
AAFMAA Wealth Management & Trust LLC 11110.25%1.35%3.43%Q4 2020Q2 202311
HOLLENCREST CAPITAL MANAGEMENT 740.00%0.02%0.03%Q3 2020Q3 202311
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 520.02%0.38%1.61%Q4 2019Q3 202311
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1010.01%0.20%0.61%Q4 2020Q3 202311
Samalin Investment Counsel, LLC 910.12%0.14%0.17%Q4 2019Q3 202311
Edgestream Partners, L.P. 810.03%0.35%1.12%Q1 2020Q3 202311
Qube Research & Technologies Ltd 520.03%0.11%0.22%Q1 2020Q3 202311
PACES FERRY WEALTH ADVISORS, LLC 11110.16%0.29%0.37%Q3 2020Q1 202311
WHITE PINE CAPITAL LLC 11110.09%0.10%0.14%Q4 2019Q2 202211
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11110.07%0.18%0.38%Q1 2021Q3 202311
Bremer Bank National Association 11110.05%0.41%0.80%Q2 2020Q4 202211
ADVISOR PARTNERS LLC 11110.15%0.18%0.28%Q4 2019Q2 202211
VIKING FUND MANAGEMENT LLC 11110.44%0.71%0.89%Q2 2020Q4 202211
Brown Advisory Securities, LLC 11110.09%0.20%0.38%Q4 2019Q2 202211
Curated Wealth Partners LLC 11110.18%0.24%0.36%Q4 2020Q2 202311
WASHINGTON CAPITAL MANAGEMENT, INC 920.22%0.44%1.29%Q4 2019Q3 202311
TWO SIGMA INVESTMENTS, LP 210.00%0.05%0.24%Q4 2019Q3 202311
Game Creek Capital, LP 11110.31%0.72%1.08%Q4 2020Q2 202311
BARINGS LLC 11110.01%0.02%0.03%Q4 2019Q2 202211
Valmark Advisers, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
Hexagon Capital Partners LLC 11110.00%0.02%0.06%Q1 2021Q3 202311
WOLFF WIESE MAGANA LLC 11110.00%0.03%0.06%Q4 2020Q2 202311
TrinityPoint Wealth, LLC 1010.06%0.06%0.08%Q4 2019Q4 202211
INDEPENDENT INVESTORS INC 11110.06%0.09%0.11%Q4 2019Q2 202211
ARGI Investment Services, LLC 11110.01%0.04%0.12%Q2 2020Q4 202211
Private Capital Group, LLC 11110.04%0.06%0.14%Q4 2019Q2 202211
Aevitas Wealth Management, Inc. 920.16%0.62%1.06%Q4 2019Q4 202211
KB FINANCIAL PARTNERS, LLC 11110.02%0.06%0.14%Q1 2021Q3 202311
BARCLAYS PLC 770.00%0.08%0.28%Q1 2022Q3 202311
Resource Planning Group 10100.20%0.25%0.30%Q4 2019Q1 202210
Azimuth Capital Management LLC 10100.10%0.13%0.16%Q4 2019Q1 202210
Lebenthal Global Advisors, LLC 820.10%0.20%0.33%Q4 2020Q3 202310
Bridgewater Associates 910.06%0.11%0.22%Q4 2019Q4 202210
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 810.02%0.03%0.05%Q4 2019Q4 202210
SeaBridge Investment Advisors LLC 10100.20%0.29%0.35%Q4 2020Q1 202310
Trexquant Investment LP 510.06%0.15%0.28%Q3 2020Q3 202310
Tarbox Family Office, Inc. 10100.00%0.01%0.02%Q4 2019Q1 202210
Truvestments Capital LLC 510.00%0.01%0.02%Q1 2020Q3 202310
Paragon Capital Management LLC 10100.13%0.16%0.19%Q4 2019Q1 202210
Colonial River Wealth Management, LLC 730.21%0.37%0.52%Q4 2020Q2 202310
Curbstone Financial Management Corp 10100.08%0.10%0.18%Q4 2019Q1 202210
CX Institutional 820.01%0.12%0.67%Q4 2019Q2 202210
Belpointe Asset Management LLC 910.02%0.03%0.04%Q4 2019Q1 202310
CLEAR STREET MARKETS LLC 810.00%0.01%0.04%Q4 2019Q3 202310
Hanson & Doremus Investment Management 910.00%0.01%0.01%Q1 2021Q3 202310
TWIN CAPITAL MANAGEMENT INC 10100.09%0.22%0.27%Q3 2020Q4 202210
Burt Wealth Advisors 10100.06%0.08%0.14%Q4 2019Q1 202210
PARAMETRIC PORTFOLIO ASSOCIATES LLC 10100.13%0.15%0.22%Q4 2019Q1 202210
Canton Hathaway, LLC 910.03%0.09%0.12%Q4 2019Q3 202310
Vigilant Capital Management, LLC 910.00%0.02%0.03%Q4 2019Q2 202310
Pinnacle Wealth Planning Services, Inc. 10100.04%0.08%0.11%Q4 2020Q1 202310
American National Registered Investment Advisor, Inc. 10100.16%0.20%0.26%Q4 2019Q1 202210
Quantitative Investment Management, LLC 510.03%0.12%0.27%Q1 2020Q2 202310
Souders Financial Advisors 10100.52%1.14%1.66%Q1 2020Q2 202210
USA FINANCIAL FORMULAS 730.00%0.20%0.96%Q1 2021Q3 202310
EMFO, LLC 10100.17%0.27%0.33%Q2 2021Q3 202310
NSI Retail Advisors, LLC 10100.04%0.09%0.14%Q2 2021Q3 202310
ICON ADVISERS INC/CO 10100.28%0.37%0.46%Q2 2021Q3 202310
Court Place Advisors, LLC 10100.07%0.20%0.27%Q4 2019Q1 202210
Laurion Capital Management LP 410.00%0.03%0.14%Q4 2019Q3 202310
D'Orazio & Associates, Inc. 10100.05%0.06%0.06%Q4 2019Q1 202210
PBMares Wealth Management LLC 910.10%0.20%0.31%Q4 2019Q3 202210
CADENCE BANK NA 10100.57%0.62%0.72%Q1 2020Q2 202210
IBM Retirement Fund 10100.14%0.17%0.20%Q4 2019Q1 202210
AMERICAN NATIONAL INSURANCE CO 10100.15%0.18%0.25%Q4 2019Q1 202210
PALLADIUM PARTNERS LLC 10100.36%0.46%0.64%Q4 2019Q1 202210
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q1 2021Q2 202310
CSM Advisors, LLC 10100.02%0.04%0.05%Q2 2021Q3 202310
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 10100.11%0.19%0.30%Q4 2019Q1 202210
Altium Wealth Management LLC 910.03%0.04%0.06%Q4 2019Q2 202210
Bard Financial Services, Inc. 10100.09%0.15%0.20%Q4 2020Q1 202310
Holloway Wealth Management, LLC 10100.03%0.03%0.04%Q4 2019Q1 202210
BT Wealth Management LLC 910.13%0.16%0.23%Q4 2019Q2 202210
Klingman & Associates, LLC 710.02%0.03%0.04%Q4 2019Q3 202310
Hedeker Wealth, LLC 10100.61%1.03%1.28%Q2 2021Q3 202310
Elo Mutual Pension Insurance Co 910.10%0.16%0.19%Q4 2020Q3 202310
Pflug Koory, LLC 910.01%0.01%0.01%Q4 2019Q1 202310
ACIMA PRIVATE WEALTH, LLC 10100.01%0.01%0.01%Q4 2019Q1 202210
Antonetti Capital Management LLC 910.00%0.03%0.05%Q2 2010Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.04%Q1 2021Q3 202310
J. L. Bainbridge & Co., Inc. 910.03%0.04%0.04%Q4 2019Q4 202210
Brandywine Global Investment Management, LLC 910.00%0.33%0.47%Q4 2019Q1 202310
OGOREK ANTHONY JOSEPH /NY/ /ADV 10100.04%0.16%0.31%Q2 2021Q3 202310
FORTEM FINANCIAL GROUP, LLC 10100.48%0.65%0.78%Q4 2019Q1 202210
McClarren Financial Advisors, Inc. 550.00%0.00%0.00%Q1 2021Q3 202310
Sustainable Insight Capital Management, LLC 620.98%1.91%2.70%Q4 2019Q4 202210
COMPTON CAPITAL MANAGEMENT INC /RI 10100.24%0.31%0.37%Q4 2019Q1 202210
Lenox Wealth Advisors, LLC 10100.00%0.01%0.02%Q4 2019Q1 202210
MACKAY SHIELDS LLC 10100.08%0.10%0.11%Q4 2019Q1 202210
Livingston Group Asset Management CO (operating as Southport Capital Management) 10100.11%0.41%0.84%Q4 2019Q1 202210
Amundi 10100.27%0.36%0.46%Q2 2021Q3 202310
NN Investment Partners Holdings N.V. 10100.01%0.10%0.20%Q4 2019Q1 202210
Deseret Mutual Benefit Administrators 10100.04%0.06%0.11%Q2 2021Q3 202310
OmniStar Financial Group, Inc. 910.02%0.95%1.47%Q1 2020Q3 202310
People's United Financial, Inc. 10100.06%0.09%0.13%Q4 2019Q1 202210
Aviance Capital Partners, LLC 910.05%0.06%0.08%Q4 2019Q4 202210
Monument Capital Management 10100.22%0.51%0.81%Q2 2021Q3 202310
TSFG, LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
Williams Jones Wealth Management, LLC. 910.00%0.00%0.01%Q4 2019Q1 202310
Community Bank & Trust, Waco, Texas 910.07%0.09%0.10%Q1 2021Q3 202310
IndexIQ Advisors LLC 10100.04%0.09%0.18%Q4 2019Q1 202210
Wellington Shields & Co., LLC 910.02%0.06%0.08%Q1 2021Q3 202310
BERKSHIRE ASSET MANAGEMENT LLC/PA 820.02%0.02%0.03%Q4 2020Q2 202310
Apollon Wealth Management, LLC 910.01%0.06%0.08%Q2 2020Q3 202310
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 410.04%0.09%0.16%Q4 2019Q3 20239
Dorsey & Whitney Trust CO LLC 610.02%0.04%0.07%Q4 2019Q3 20239
Boltwood Capital Management 720.08%0.18%0.44%Q4 2019Q4 20239
Edge Wealth Management LLC 990.00%0.02%0.11%Q4 2019Q4 20219
Carroll Financial Associates, Inc. 990.60%0.67%0.80%Q4 2019Q4 20219
First American Bank 990.13%0.19%0.41%Q4 2019Q4 20219
Waverly Advisors, LLC 540.02%0.05%0.09%Q2 2021Q3 20239
WRAPMANAGER INC 990.08%0.13%0.21%Q3 2021Q3 20239
WORLDQUANT MILLENNIUM ADVISORS LLC 630.04%0.08%0.22%Q4 2019Q4 20229
ADAGE CAPITAL PARTNERS GP, L.L.C. 410.04%0.10%0.18%Q4 2019Q3 20239
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 710.00%0.20%0.37%Q1 2020Q3 20239
NOMURA HOLDINGS INC 810.00%0.01%0.06%Q2 2020Q3 20239
Interval Partners, LP 420.06%0.39%0.86%Q4 2019Q3 20239
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Barrett Asset Management, LLC 990.00%0.00%0.00%Q4 2019Q4 20219
BANYAN CAPITAL MANAGEMENT, INC. 990.68%1.35%1.92%Q1 2020Q1 20229
Arlington Partners LLC 990.00%0.05%0.18%Q3 2021Q3 20239
Adams Chetwood Wealth Management LLC 990.54%0.67%0.81%Q1 2020Q1 20229
HAMEL ASSOCIATES, INC. 990.47%0.99%1.34%Q4 2020Q4 20229
Arete Wealth Advisors, LLC 630.03%0.06%0.13%Q4 2019Q4 20229
SIGNET FINANCIAL MANAGEMENT, LLC 990.06%0.40%0.96%Q4 2019Q4 20219
Pineno Levin & Ford Asset Management, Inc. 991.65%1.90%2.30%Q4 2019Q4 20219
Taylor Wealth Management Partners 990.90%2.06%3.01%Q1 2020Q1 20229
TDAM USA INC. 990.37%0.48%0.60%Q4 2019Q4 20219
SIRIOS CAPITAL MANAGEMENT L P 990.01%0.53%4.40%Q4 2019Q4 20219
MANCHESTER FINANCIAL INC 990.10%0.12%0.15%Q4 2019Q4 20219
NORRIS PERNE & FRENCH LLP/MI 810.02%0.02%0.03%Q4 2019Q3 20229
Blue Chip Partners, LLC 720.03%0.48%1.68%Q4 2019Q3 20229
FIRST MIDWEST BANK TRUST DIVISION 990.16%0.20%0.23%Q4 2019Q4 20219
Ally Financial Inc. 990.12%0.16%0.20%Q3 2021Q3 20239
Stillwater Investment Management, LLC 990.06%0.07%0.07%Q4 2020Q4 20229
Renasant Bank 990.17%0.26%0.39%Q1 2021Q1 20239
BENJAMIN EDWARDS INC 990.00%0.07%0.13%Q3 2021Q3 20239
Fortress Wealth Group, LLC 990.15%0.33%0.50%Q2 2021Q2 20239
NewEdge Wealth, LLC 720.01%0.12%0.36%Q4 2020Q2 20239
MIROVA 990.08%0.12%0.16%Q4 2020Q4 20229
Capital Group Private Client Services, Inc. 990.04%0.22%0.62%Q3 2021Q3 20239
Van Leeuwen & Company, LLC 990.40%0.69%1.11%Q3 2021Q3 20239
NVWM, LLC 990.00%0.20%0.42%Q1 2021Q1 20239
Marietta Wealth Management, LLC 990.13%0.38%1.37%Q4 2019Q4 20219
Gillson Capital LP 610.61%2.52%4.86%Q4 2019Q2 20229
Cassia Capital Partners, LLC 810.35%0.46%0.68%Q4 2020Q3 20239
Insight Advisors, LLC/ PA 990.07%0.09%0.11%Q4 2020Q4 20229
Goepper Burkhardt LLC 990.18%0.21%0.25%Q4 2020Q4 20229
CRAMER ROSENTHAL MCGLYNN LLC 990.10%0.15%0.19%Q3 2021Q3 20239
Fieldpoint Private Securities, LLC 810.02%0.08%0.10%Q4 2019Q2 20229
Clearstead Trust, LLC 990.02%0.04%0.08%Q3 2021Q3 20239
Intercontinental Wealth Advisors, LLC 810.05%0.07%0.17%Q4 2019Q3 20229
ForthRight Wealth Management, LLC 990.12%0.20%0.34%Q3 2021Q3 20239
Altavista Wealth Management, Inc. 990.11%0.17%0.29%Q4 2019Q4 20219
Gladstone Institutional Advisory LLC 810.01%0.06%0.13%Q4 2019Q1 20239
Accel Wealth Management 990.00%0.01%0.01%Q1 2021Q1 20239
Blueshift Asset Management, LLC 610.02%0.21%0.68%Q4 2019Q2 20239
EXCALIBUR MANAGEMENT CORP 810.11%0.13%0.17%Q4 2019Q3 20229
Intrua Financial, LLC 990.06%0.10%0.19%Q1 2021Q1 20239
Disciplined Investments, LLC 630.00%0.02%0.07%Q4 2019Q2 20239
Truadvice, LLC 990.09%0.14%0.26%Q4 2020Q4 20229
Delta Accumulation, LLC 330.10%0.46%2.66%Q1 2023Q3 20239
QUEST CAPITAL MANAGEMENT INC /ADV 990.08%0.11%0.13%Q4 2019Q4 20219
Archer Investment Corp 610.00%0.01%0.01%Q4 2019Q3 20239
McKinley Carter Wealth Services, Inc. 810.02%0.04%0.06%Q4 2019Q3 20239
EASTERLY INVESTMENT PARTNERS LLC 990.17%1.75%2.75%Q3 2021Q3 20239
HC Advisors, LLC 990.15%0.17%0.20%Q4 2020Q4 20229
TOWNSQUARE CAPITAL LLC 990.00%0.11%0.16%Q3 2021Q3 20239
Stonebridge Financial Planning Group, LLC 990.02%0.03%0.05%Q4 2019Q4 20219
Strategic Wealth Investment Group, LLC 410.06%0.12%0.41%Q4 2019Q4 20229
Columbia Trust Co 01012016 720.12%0.23%0.84%Q4 2019Q3 20229
PSI Advisors, LLC 990.00%0.00%0.02%Q3 2021Q3 20239
Cardinal Strategic Wealth Guidance 810.10%0.15%0.32%Q4 2019Q2 20229
MADISON WEALTH MANAGEMENT 990.05%0.08%0.10%Q3 2021Q3 20239
Lombard Odier Asset Management (Switzerland) SA 310.02%0.03%0.06%Q4 2019Q3 20239
FineMark National Bank & Trust 710.01%0.01%0.02%Q4 2019Q4 20229
Clark Capital Management Group, Inc. 990.42%0.61%0.79%Q4 2019Q4 20219
United Asset Strategies, Inc. 720.21%0.44%1.42%Q4 2019Q3 20229
Optimal Asset Management, Inc. 880.05%0.07%0.09%Q4 2019Q3 20218
Curi Wealth Management, LLC 710.01%0.10%0.30%Q4 2020Q2 20238
Moisand Fitzgerald Tamayo, LLC 620.00%0.15%0.32%Q4 2019Q3 20238
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 880.00%0.00%0.01%Q2 2021Q1 20238
Renaissance Technologies 410.00%0.04%0.09%Q4 2020Q3 20238
Homrich & Berg 880.03%0.03%0.04%Q4 2019Q3 20218
B. Metzler seel. Sohn & Co. AG 880.04%0.07%0.09%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.02%0.08%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.01%0.01%Q3 2021Q3 20238
ROPES WEALTH ADVISORS LLC 530.00%0.02%0.04%Q4 2019Q4 20218
WOODWARD DIVERSIFIED CAPITAL, LLC 880.17%0.25%0.32%Q1 2021Q4 20228
ARVEST TRUST CO N A 880.07%0.10%0.12%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.02%0.03%0.05%Q4 2019Q3 20218
Allspring Global Investments Holdings, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.01%0.15%0.62%Q4 2019Q3 20218
TANDEM CAPITAL MANAGEMENT CORP /ADV 880.18%0.21%0.23%Q1 2021Q4 20228
Sowell Financial Services LLC 610.01%0.03%0.05%Q4 2019Q2 20238
MARYLAND CAPITAL ADVISORS INC. 880.01%0.01%0.02%Q4 2021Q3 20238
BAILARD, INC. 880.01%0.05%0.09%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.42%0.58%0.68%Q4 2021Q3 20238
Sonora Investment Management, LLC 880.16%0.52%1.28%Q4 2019Q3 20218
CAMG Solamere Management, LLC 880.10%1.09%1.73%Q4 2019Q3 20218
Meristem Family Wealth, LLC 710.04%0.05%0.06%Q4 2019Q1 20228
Sunbelt Securities, Inc. 530.01%0.20%0.70%Q4 2019Q3 20238
REUTER JAMES WEALTH MANAGEMENT, LLC 880.19%0.40%0.66%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.01%0.01%0.01%Q4 2020Q4 20228
HB Wealth Management, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
Comprehensive Financial Consultants Institutional, Inc. 880.33%0.42%0.57%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
SpiderRock Advisors, LLC 880.08%0.17%0.26%Q4 2021Q3 20238
LIBERTY WEALTH MANAGEMENT LLC 880.00%0.01%0.03%Q4 2019Q3 20218
PRIO WEALTH LIMITED PARTNERSHIP 880.01%0.01%0.01%Q3 2020Q2 20228
Dakota Wealth Management 710.06%0.30%0.52%Q4 2019Q3 20238
Mercer Capital Advisers, Inc. 880.09%0.11%0.14%Q4 2019Q3 20218
Desjardins Global Asset Management Inc. 880.02%0.03%0.05%Q4 2021Q3 20238
M. Kulyk & Associates, LLC 880.08%0.09%0.12%Q1 2021Q4 20228
PRELUDE CAPITAL MANAGEMENT, LLC 610.01%0.02%0.04%Q4 2020Q3 20238
EverSource Wealth Advisors, LLC 880.02%0.12%0.23%Q4 2021Q3 20238
BSW Wealth Partners 610.07%0.09%0.12%Q1 2021Q3 20238
LAKE STREET FINANCIAL LLC 710.06%0.09%0.12%Q4 2019Q3 20228
CarsonAllaria Wealth Management, Ltd. 880.08%0.12%0.16%Q4 2021Q3 20238
Pearl River Capital, LLC 410.18%0.74%1.15%Q1 2020Q3 20228
MORRIS FINANCIAL CONCEPTS, INC. 880.14%0.19%0.24%Q4 2021Q3 20238
Quantbot Technologies LP 510.05%0.26%0.45%Q2 2020Q3 20238
Quantinno Capital Management LP 880.01%0.04%0.08%Q4 2021Q3 20238
NEXT Financial Group, Inc 620.01%0.02%0.04%Q4 2019Q4 20218
BAKER TILLY WEALTH MANAGEMENT, LLC 880.04%0.06%0.08%Q3 2021Q2 20238
Berman Capital Advisors, LLC 880.02%0.03%0.05%Q4 2019Q3 20218
Keel Point, LLC 710.04%0.07%0.10%Q4 2019Q3 20238
Forum Financial Management, LP 880.01%0.08%0.24%Q4 2021Q3 20238
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 710.05%0.36%0.79%Q4 2019Q4 20228
Private Ocean, LLC 610.00%0.00%0.00%Q4 2019Q1 20238
Manning & Napier Group, LLC 620.12%0.20%0.26%Q4 2019Q3 20238
HRT FINANCIAL LP 410.00%0.09%0.41%Q2 2020Q3 20238
Eagle Capital Management, LLC 880.07%0.10%0.15%Q1 2021Q4 20228
Cassady Schiller Wealth Management, LLC 880.10%0.15%0.22%Q4 2021Q3 20238
American Trust 880.04%0.07%0.11%Q4 2021Q3 20238
Mechanics Financial Corp 880.04%0.07%0.10%Q4 2021Q3 20238
Gulf International Bank (UK) Ltd 880.10%0.15%0.18%Q4 2021Q3 20238
Meridian Wealth Partners, LLC 620.02%0.03%0.05%Q4 2019Q2 20228
Widmann Financial Services, Inc. 880.66%0.94%1.11%Q4 2021Q3 20238
Capital Advisors, Ltd. LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Keudell/Morrison Wealth Management 710.06%0.09%0.10%Q3 2021Q3 20238
Hayek Kallen Investment Management 880.12%0.16%0.19%Q4 2021Q3 20238
TrueWealth Advisors, LLC 880.09%0.12%0.16%Q2 2021Q1 20238
Evolution Advisers, Inc. 880.02%0.04%0.05%Q4 2021Q3 20238
Metis Global Partners, LLC 880.08%0.14%0.19%Q4 2021Q3 20238
Evolution Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2019Q3 20218
Bedel Financial Consulting, Inc. 880.00%0.00%0.01%Q4 2019Q3 20218
1620 INVESTMENT ADVISORS, INC. 880.24%0.36%0.45%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.03%0.05%0.06%Q4 2021Q3 20238
SECURITY NATIONAL TRUST CO 880.34%0.50%0.75%Q4 2019Q3 20218
Watchman Group, Inc. 881.15%1.31%1.50%Q1 2020Q4 20218
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.68%0.97%1.30%Q4 2021Q3 20238
World Asset Management Inc 880.16%0.18%0.24%Q4 2019Q3 20218
Missouri Trust & Investment Co 880.00%0.02%0.05%Q4 2021Q3 20238
AHL INVESTMENT MANAGEMENT, INC. 881.62%2.36%3.11%Q4 2021Q3 20238
Rather & Kittrell, Inc. 880.64%1.73%2.85%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.56%0.79%1.01%Q4 2021Q3 20238
Carson Advisory Inc. 880.31%0.42%0.54%Q4 2021Q3 20238
Allen Investment Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Edgemoor Investment Advisors, Inc. 710.03%0.05%0.13%Q4 2019Q4 20228
Unified Trust Company, N.A. 880.36%0.61%0.99%Q4 2019Q3 20218
Castleview Partners, LLC 710.00%0.01%0.09%Q2 2021Q3 20238
1776 Wealth LLC 620.01%0.22%0.43%Q4 2019Q3 20238
Alexandria Capital, LLC 880.40%0.48%0.65%Q4 2019Q3 20218
Baldrige Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
Essex Financial Services, Inc. 880.05%0.05%0.06%Q4 2021Q3 20238
Quent Capital, LLC 880.01%0.02%0.05%Q4 2021Q3 20238
Gator Capital Management, LLC 881.36%2.18%2.84%Q4 2021Q3 20238
Core Alternative Capital 880.00%0.01%0.01%Q4 2021Q3 20238
BOK Financial Private Wealth, Inc. 880.00%0.01%0.03%Q1 2021Q4 20228
Covestor Ltd 880.06%0.08%0.11%Q4 2021Q3 20238
Principle Wealth Partners LLC 510.02%0.04%0.16%Q1 2021Q3 20238
Iowa State Bank 880.46%0.61%0.74%Q4 2021Q3 20238
Weather Gauge Advisory, LLC 882.96%3.56%4.10%Q4 2019Q3 20218
Morton Brown Family Wealth, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
AMP Capital Investors Ltd 880.08%0.11%0.14%Q4 2019Q3 20218
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.01%0.02%Q2 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.10%0.23%0.38%Q4 2021Q3 20238
REILLY FINANCIAL ADVISORS, LLC 710.00%0.00%0.00%Q4 2019Q4 20218
BREWIN DOLPHIN LTD 880.00%0.00%0.01%Q4 2019Q3 20218
NuWave Investment Management, LLC 510.02%0.14%0.36%Q4 2019Q3 20228
JNBA Financial Advisors 610.00%0.00%0.00%Q4 2020Q3 20238
PICTET ASSET MANAGEMENT SA 880.02%0.04%0.05%Q3 2021Q2 20238
City State Bank 880.01%0.01%0.02%Q4 2021Q3 20238
Weaver C. Barksdale & Associates, Inc. 880.77%1.14%1.48%Q4 2021Q3 20238
CONNORS INVESTOR SERVICES INC 710.03%0.04%0.04%Q4 2019Q4 20228
Foyston, Gordon, & Payne Inc 711.09%1.64%2.52%Q4 2019Q3 20238
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
United Capital Management of KS, Inc. 880.76%0.97%1.08%Q4 2021Q3 20238
BBR PARTNERS, LLC 880.02%0.03%0.04%Q3 2020Q2 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.06%0.14%0.19%Q4 2021Q3 20238
Gilbert & Cook, Inc. 880.07%0.08%0.08%Q1 2021Q4 20228
Stephens Consulting, LLC 880.02%0.05%0.09%Q4 2021Q3 20238
HNP Capital LLC 880.12%0.29%0.41%Q2 2021Q1 20238
BAR HARBOR WEALTH MANAGEMENT 880.03%0.04%0.06%Q4 2019Q3 20218
Alaethes Wealth LLC 880.14%0.19%0.27%Q1 2021Q4 20228
Almanack Investment Partners, LLC. 880.02%0.03%0.04%Q3 2020Q2 20228
Lindenwold Advisors, INC 880.23%0.37%0.48%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.08%0.11%0.13%Q4 2021Q3 20238
Delos Wealth Advisors, LLC 530.00%0.01%0.03%Q3 2021Q3 20238
FARR MILLER & WASHINGTON LLC/DC 881.94%2.35%3.23%Q4 2019Q3 20218
CAPITAL MANAGEMENT CORP /VA 710.05%0.05%0.06%Q4 2019Q2 20228
AGF INVESTMENTS INC. 770.00%0.00%0.01%Q2 2020Q4 20217
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 770.00%0.01%0.05%Q4 2019Q2 20217
Echo Street Capital Management LLC 210.00%0.01%0.01%Q4 2020Q3 20237
1834 INVESTMENT ADVISORS CO 610.00%0.35%0.72%Q4 2021Q3 20237
COLLECTIVE FAMILY OFFICE LLC 770.18%0.22%0.29%Q4 2020Q2 20227
RITHOLTZ WEALTH MANAGEMENT 770.01%0.02%0.03%Q1 2021Q3 20227
OXFORD FINANCIAL GROUP, LTD. LLC 410.03%0.05%0.06%Q3 2020Q4 20227
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.06%0.12%Q1 2020Q3 20237
PFG Private Wealth Management, LLC 770.03%0.05%0.06%Q1 2022Q3 20237
Summit Trail Advisors, LLC 770.01%0.02%0.04%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.02%0.02%0.02%Q1 2022Q3 20237
PITTENGER & ANDERSON INC 610.00%0.01%0.01%Q4 2019Q4 20227
TEALWOOD ASSET MANAGEMENT INC 770.74%0.95%1.07%Q3 2021Q1 20237
TILIA FIDUCIARY PARTNERS, INC. 770.00%0.01%0.01%Q4 2021Q2 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Regent Peak Wealth Advisors LLC 770.06%0.07%0.08%Q4 2020Q2 20227
Grant/GrossMendelsohn, LLC 770.12%0.22%0.27%Q1 2022Q3 20237
USCA RIA LLC 770.18%0.25%0.36%Q4 2019Q2 20217
Badgley Phelps Wealth Managers, LLC 770.29%0.42%0.47%Q3 2021Q1 20237
Cornerstone Advisors, LLC 610.07%0.37%0.56%Q4 2019Q3 20237
Bank of New Hampshire 770.01%0.03%0.04%Q1 2022Q3 20237
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q4 2019Q3 20237
OAKWOOD CAPITAL MANAGEMENT LLC/CA 771.70%1.99%2.88%Q4 2019Q2 20217
NovaPoint Capital, LLC 610.09%0.22%0.96%Q4 2019Q1 20227
SMITH ASSET MANAGEMENT GROUP LP 770.00%0.00%0.00%Q4 2019Q2 20217
Wallington Asset Management, LLC 771.57%1.73%1.86%Q1 2021Q3 20227
Perigon Wealth Management, LLC 410.01%0.01%0.02%Q4 2020Q3 20237
WADDELL & ASSOCIATES, LLC 770.21%0.34%0.49%Q1 2022Q3 20237
Harvest Fund Management Co., Ltd 770.01%0.01%0.01%Q1 2021Q3 20227
TWO SIGMA ADVISERS, LP 210.00%0.05%0.22%Q4 2019Q3 20237
Eagle Bay Advisors LLC 430.00%0.01%0.04%Q2 2021Q1 20237
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 410.00%0.00%0.00%Q1 2020Q3 20237
HAZLETT, BURT & WATSON, INC. 770.28%0.47%0.62%Q1 2022Q3 20237
AIGEN INVESTMENT MANAGEMENT, LP 210.02%0.17%0.50%Q4 2019Q3 20237
CARDEROCK CAPITAL MANAGEMENT INC 510.05%0.07%0.10%Q1 2021Q1 20237
Hendershot Investments Inc. 770.16%0.31%0.39%Q4 2021Q2 20237
Neo Ivy Capital Management 410.05%0.28%0.52%Q2 2020Q4 20227
Rollins Financial 320.06%0.13%0.16%Q4 2020Q2 20237
High Net Worth Advisory Group LLC 610.08%0.13%0.16%Q4 2021Q4 20237
Savior LLC 770.02%0.03%0.07%Q4 2019Q2 20217
Western Wealth Management, LLC 610.02%0.03%0.04%Q2 2021Q1 20237
UNITED SERVICES AUTOMOBILE ASSOCIATION 610.03%0.04%0.07%Q4 2019Q3 20237
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 770.03%0.04%0.06%Q1 2022Q3 20237
Stone Point Wealth LLC 770.12%0.24%0.37%Q1 2022Q3 20237
Nachman Norwood & Parrott, Inc 771.26%1.88%2.46%Q4 2019Q2 20217
Horizons Wealth Management 770.02%0.03%0.04%Q2 2022Q4 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
DELTA CAPITAL MANAGEMENT LLC 771.01%1.39%1.82%Q1 2022Q3 20237
Capital Bank & Trust Co 770.09%0.36%0.58%Q4 2019Q2 20217
FMA ADVISORY INC 770.08%0.15%0.24%Q4 2019Q2 20217
ABSHER WEALTH MANAGEMENT, LLC 770.06%0.12%0.23%Q4 2019Q2 20217
NORTHWEST INVESTMENT COUNSELORS, LLC 510.00%0.00%0.00%Q3 2020Q4 20227
Citizens National Bank Trust Department 770.00%0.01%0.02%Q4 2021Q2 20237
COUNTRY TRUST BANK 770.00%0.00%0.00%Q1 2021Q3 20227
SNOW CAPITAL MANAGEMENT LP 770.53%0.63%0.72%Q4 2019Q2 20217
CAHABA WEALTH MANAGEMENT, INC. 610.03%0.07%0.10%Q4 2019Q1 20227
HighPoint Advisor Group LLC 510.04%0.05%0.09%Q4 2019Q2 20227
CARLSON CAPITAL L P 410.04%0.93%1.81%Q4 2019Q3 20237
Mill Capital Management, LLC 770.02%0.04%0.05%Q4 2021Q2 20237
WealthPLAN Partners, LLC 430.04%0.08%0.12%Q2 2021Q2 20237
KCM INVESTMENT ADVISORS LLC 770.01%0.01%0.02%Q1 2022Q3 20237
PICTET ASSET MANAGEMENT LTD 770.04%0.05%0.07%Q4 2019Q2 20217
TERRIL BROTHERS, INC. 770.05%4.47%6.79%Q4 2019Q2 20217
Fund Management at Engine No. 1 LLC 770.08%0.13%0.17%Q1 2022Q3 20237
GoalVest Advisory LLC 610.00%0.47%0.80%Q1 2022Q4 20237
GPS Wealth Strategies Group, LLC 430.00%0.00%0.00%Q4 2021Q3 20237
RMR Wealth Builders 610.02%0.08%0.11%Q1 2021Q3 20237
BP PLC 770.07%0.14%0.26%Q4 2019Q2 20217
BADGLEY PHELPS & BELL INC 770.38%0.44%0.57%Q4 2019Q2 20217
HighMark Wealth Management LLC 770.00%0.01%0.01%Q1 2020Q3 20217
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 410.00%0.86%2.50%Q4 2019Q2 20237
SILVER OAK SECURITIES, INCORPORATED 770.04%0.05%0.07%Q1 2022Q3 20237
WEDGEWOOD INVESTORS INC /PA/ 610.25%0.29%0.34%Q4 2019Q1 20227
Stonegate Investment Group, LLC 770.08%0.24%0.35%Q4 2021Q2 20237
Field & Main Bank 610.00%0.01%0.02%Q4 2019Q2 20227
AMERICAN NATIONAL BANK 770.01%0.01%0.02%Q2 2021Q4 20227
DENALI ADVISORS LLC 770.20%0.25%0.29%Q3 2021Q1 20237
Abundance Wealth Counselors 610.04%0.14%0.19%Q1 2021Q1 20237
Bellwether Advisors, LLC 610.00%0.00%0.01%Q1 2021Q4 20227
PrairieView Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Olympiad Research LP 770.13%0.19%0.26%Q1 2021Q3 20227
Soapstone Management L.P. 771.85%4.27%6.68%Q2 2020Q4 20217
RFG Advisory, LLC 770.04%0.06%0.09%Q1 2022Q3 20237
Linker Capital Management Inc. 770.48%0.76%0.91%Q4 2021Q2 20237
Wedmont Private Capital 420.02%0.05%0.09%Q4 2021Q2 20236
Marshall Wace North America L.P. 420.08%0.11%0.16%Q1 2020Q3 20216
MIRABELLA FINANCIAL SERVICES LLP 220.02%0.46%1.83%Q2 2020Q4 20226
Bridgefront Capital, LLC 310.10%0.41%0.88%Q4 2020Q2 20236
AIA Group Ltd 660.00%0.02%0.04%Q4 2021Q1 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
CHIRON CAPITAL MANAGEMENT, LLC 510.02%0.19%0.38%Q3 2020Q3 20236
Mendel Money Management 660.10%0.16%0.18%Q1 2022Q2 20236
Strategic Wealth Management Group, LLC 510.12%0.15%0.25%Q4 2019Q2 20216
Capula Management Ltd 210.01%0.04%0.12%Q4 2020Q3 20216
Tyler-Stone Wealth Management 510.01%0.01%0.02%Q4 2021Q3 20236
Sullivan, Bruyette, Speros & Blaney, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.06%0.09%0.12%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.05%0.06%0.08%Q1 2022Q2 20236
CSat Investment Advisory, L.P. 660.01%0.10%0.28%Q4 2019Q1 20216
Probity Advisors, Inc. 410.06%0.12%0.27%Q4 2019Q3 20216
Holistic Financial Partners 660.15%0.19%0.21%Q4 2020Q1 20226
SIMPLEX TRADING, LLC 210.00%0.00%0.00%Q4 2019Q3 20236
Sciencast Management LP 310.06%0.27%0.76%Q4 2019Q1 20226
MAS Advisors LLC 660.59%0.79%0.91%Q4 2021Q1 20236
Guild Investment Management, Inc. 660.23%0.26%0.32%Q1 2021Q2 20226
Virtue Capital Management, LLC 510.09%0.11%0.14%Q1 2021Q4 20226
PGGM Investments 310.00%0.03%0.07%Q4 2019Q1 20236
Warther Private Wealth, LLC 420.15%1.26%2.96%Q3 2021Q3 20236
Blue Trust, Inc. 660.02%0.03%0.03%Q2 2022Q3 20236
Worth Asset Management, LLC 660.05%0.12%0.16%Q1 2022Q2 20236
Wealthstreet Investment Advisors, LLC 660.07%0.08%0.10%Q4 2019Q1 20216
Greenspring Advisors, LLC 660.14%0.25%0.31%Q4 2021Q1 20236
Members Trust Co 510.01%0.01%0.01%Q2 2020Q1 20226
L. Roy Papp & Associates, LLP 510.03%0.04%0.06%Q4 2019Q2 20216
QS Investors, LLC 660.01%0.01%0.01%Q1 2020Q2 20216
WCG Wealth Advisors LLC 410.00%0.17%0.50%Q2 2022Q3 20236
Proficio Capital Partners LLC 660.04%0.06%0.08%Q1 2021Q2 20226
Kore Private Wealth LLC 330.02%0.03%0.04%Q4 2019Q3 20216
Standard Family Office LLC 310.00%0.12%0.48%Q4 2020Q3 20226
Versor Investments LP 410.01%0.12%0.35%Q3 2021Q3 20236
Transamerica Financial Advisors, Inc. 310.00%0.01%0.04%Q2 2020Q3 20236
U.S. Capital Wealth Advisors, LLC 660.06%0.15%0.21%Q3 2021Q4 20226
Cipher Capital LP 220.05%0.53%0.99%Q4 2019Q4 20226
FIRST QUADRANT LLC/CA 660.05%0.07%0.10%Q4 2019Q1 20216
MayTech Global Investments, LLC 510.02%0.04%0.06%Q2 2021Q4 20226
Foundations Investment Advisors, LLC 660.01%0.02%0.03%Q2 2022Q3 20236
Stadion Money Management, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
FLIPPIN BRUCE & PORTER INC 661.73%1.90%2.20%Q4 2019Q1 20216
CANANDAIGUA NATIONAL BANK & TRUST CO 420.05%0.12%0.32%Q4 2019Q4 20236
Capital Square, LLC 510.09%0.18%0.23%Q1 2020Q1 20236
MBL Wealth, LLC 310.07%0.13%0.16%Q4 2020Q3 20236
Czech National Bank 660.11%0.14%0.19%Q3 2022Q4 20236
Cedar Mountain Advisors, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Resurgent Financial Advisors LLC 510.10%0.17%0.27%Q1 2022Q3 20236
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Bayesian Capital Management, LP 210.07%0.46%1.52%Q4 2019Q3 20236
O'Dell Group, LLC 510.00%0.00%0.00%Q3 2021Q2 20236
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q4 2019Q1 20216
Alberta Investment Management Corp 310.01%0.02%0.04%Q2 2021Q3 20236
FIRST MERCANTILE TRUST CO 420.02%0.03%0.04%Q4 2019Q3 20216
Addison Advisors LLC 510.00%0.00%0.00%Q4 2021Q3 20236
FIRST FOUNDATION ADVISORS 660.01%0.01%0.02%Q3 2021Q4 20226
Schubert & Co 660.00%0.01%0.02%Q4 2021Q1 20236
CANTOR FITZGERALD, L. P. 660.24%0.43%0.61%Q2 2022Q3 20236
Rikoon Group, LLC 661.36%1.64%2.24%Q4 2019Q1 20216
Pinnacle Wealth Management Advisory Group, LLC 510.03%0.04%0.06%Q4 2021Q2 20236
Asio Capital, LLC 420.43%0.68%0.85%Q1 2020Q3 20236
Carolina Wealth Advisors, LLC 310.00%0.01%0.02%Q3 2020Q3 20226
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.28%0.42%0.51%Q2 2022Q3 20236
NFJ INVESTMENT GROUP, LLC 660.61%1.11%1.58%Q2 2022Q3 20236
PIN OAK INVESTMENT ADVISORS INC 420.01%0.01%0.01%Q4 2019Q3 20236
Industrial Alliance Investment Management Inc. 660.01%0.02%0.03%Q4 2021Q1 20236
TWINBEECH CAPITAL LP 310.06%0.56%1.07%Q4 2020Q1 20236
SUN LIFE FINANCIAL INC 660.00%0.01%0.01%Q4 2019Q1 20216
Ironwood Financial, llc 660.00%0.00%0.00%Q2 2020Q3 20216
SEVEN EIGHT CAPITAL, LP 410.15%0.57%0.77%Q1 2020Q4 20226
BBVA USA Bancshares, Inc. 660.02%0.06%0.14%Q4 2019Q1 20216
SCHAFER CULLEN CAPITAL MANAGEMENT INC 661.59%1.85%2.37%Q4 2019Q1 20216
Endurance Wealth Management, Inc. 660.00%0.00%0.00%Q4 2019Q1 20216
Shorepoint Capital Partners LLC 660.64%0.99%1.29%Q4 2021Q1 20236
ERTS Wealth Advisors, LLC 410.06%0.07%0.13%Q4 2019Q2 20226
Quantamental Technologies LLC 310.13%0.29%0.68%Q4 2020Q1 20236
Pinion Investment Advisors, LLC 510.18%0.32%0.74%Q4 2019Q2 20236
AMUNDI ASSET MANAGEMENT US, INC. 660.08%0.12%0.27%Q4 2019Q1 20216
MONTAG & CALDWELL, LLC 660.05%0.08%0.10%Q2 2022Q3 20236
Forbes Financial Planning, Inc. 660.40%0.70%0.83%Q4 2021Q1 20236
Marble Harbor Investment Counsel, LLC 510.03%0.03%0.04%Q4 2019Q1 20226
WBI INVESTMENTS, LLC 410.08%0.20%0.55%Q3 2021Q3 20236
Fourthstone LLC 510.23%0.89%2.96%Q1 2020Q3 20236
Centennial Wealth Advisory LLC 330.12%0.15%0.17%Q4 2021Q3 20236
Ameritas Advisory Services, LLC 660.01%0.01%0.02%Q4 2021Q1 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.23%0.39%0.51%Q2 2022Q3 20236
BUCKINGHAM STRATEGIC PARTNERS, LLC 420.02%0.05%0.18%Q4 2021Q3 20236
Schechter Investment Advisors, LLC 660.04%0.07%0.09%Q4 2021Q1 20236
Ten Capital Wealth Advisors, LLC 510.01%0.02%0.04%Q3 2021Q1 20236
CAMPBELL NEWMAN ASSET MANAGEMENT INC 550.04%0.99%2.81%Q4 2019Q4 20205
ZEKE CAPITAL ADVISORS, LLC 410.03%0.05%0.14%Q4 2019Q4 20225
Richard Bernstein Advisors LLC 550.09%0.09%0.10%Q2 2021Q2 20225
FOX RUN MANAGEMENT, L.L.C. 310.12%0.24%0.40%Q1 2021Q2 20235
Lombard Odier Asset Management (Europe) Ltd 320.02%0.03%0.04%Q4 2019Q1 20215
Alta Advisers Ltd 550.06%0.08%0.10%Q3 2022Q3 20235
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
RWA WEALTH PARTNERS, LLC 320.02%0.13%0.53%Q4 2019Q3 20215
Ergoteles LLC 110.01%0.18%0.83%Q4 2020Q2 20235
Willingdon Wealth Management 220.01%0.09%0.23%Q4 2019Q1 20205
Connor, Clark & Lunn Investment Management Ltd. 410.01%0.03%0.07%Q1 2022Q2 20235
Winslow, Evans & Crocker, Inc. 550.02%0.03%0.04%Q4 2019Q4 20205
Cranbrook Wealth Management, LLC 550.00%0.01%0.01%Q1 2021Q1 20225
Wunderlich Capital Managemnt 550.60%0.73%0.99%Q4 2019Q4 20205
CHICAGO TRUST Co NA 550.05%0.07%0.11%Q1 2022Q1 20235
Ameritas Investment Company, LLC 320.01%0.02%0.04%Q4 2019Q3 20215
Arvest Bank Trust Division 550.02%0.05%0.07%Q3 2020Q3 20215
FormulaFolio Investments, LLC 410.01%0.01%0.01%Q4 2019Q2 20215
Summit Financial Wealth Advisors, LLC 320.96%1.35%1.84%Q4 2019Q1 20235
Hamilton Capital, LLC 410.01%0.02%0.02%Q3 2021Q4 20225
Perpetual Ltd 210.00%0.02%0.04%Q4 2019Q3 20235
Teza Capital Management LLC 410.15%0.34%0.78%Q4 2020Q2 20225
Brookfield Asset Management 210.03%0.08%0.12%Q2 2020Q1 20235
Cedar Wealth Management, LLC 410.00%0.00%0.02%Q4 2021Q3 20235
Laurel Wealth Advisors, Inc. 550.09%0.10%0.10%Q4 2021Q4 20225
TRUE Private Wealth Advisors 550.01%0.03%0.07%Q4 2019Q4 20205
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
LA FINANCIERE DE L'ECHIQUIER 551.89%2.37%2.86%Q1 2021Q1 20225
Crescent Capital Consulting, LLC 550.01%0.03%0.05%Q4 2020Q4 20215
LYELL WEALTH MANAGEMENT, LP 210.02%0.04%0.06%Q4 2019Q2 20225
HARVEST GROUP WEALTH MANAGEMENT, LLC 550.00%0.00%0.01%Q4 2019Q4 20205
Mascoma Wealth Management LLC 410.00%0.01%0.01%Q1 2021Q2 20225
YorkBridge Wealth Partners, LLC 410.07%0.09%0.13%Q4 2019Q3 20215
LWM Advisory Services, LLC 410.05%0.26%0.34%Q4 2021Q3 20235
Bryn Mawr Capital Management, LLC 410.23%0.40%0.62%Q4 2019Q3 20235
Ferris Capital, LLC 320.08%0.08%0.09%Q4 2020Q1 20225
CARILLON TOWER ADVISERS, INC. 550.06%0.09%0.14%Q4 2019Q4 20205
Keystone Financial Group 410.03%0.04%0.06%Q4 2019Q2 20225
Poehling Capital Management, INC. 550.31%0.48%0.66%Q3 2022Q3 20235
Kendall Capital Management 310.11%0.16%0.25%Q4 2019Q3 20215
Capital Investment Services of America, Inc. 410.02%0.35%1.64%Q4 2019Q3 20215
ISLAY CAPITAL MANAGEMENT, LLC 550.02%0.38%0.49%Q2 2022Q2 20235
Stewardship Financial Advisors, LLC 410.09%0.10%0.13%Q4 2019Q1 20215
DUALITY ADVISERS, LP 110.07%0.23%0.40%Q4 2019Q3 20235
Financial Gravity Asset Management, Inc. 410.00%0.03%0.14%Q4 2019Q3 20235
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 320.06%0.16%0.25%Q4 2019Q1 20225
Costello Asset Management, INC 320.00%0.00%0.00%Q3 2020Q4 20215
Arabesque Asset Management Ltd 550.46%0.62%0.80%Q3 2021Q3 20225
Qtron Investments LLC 320.08%0.13%0.17%Q2 2020Q4 20225
Atwater Malick LLC 410.13%0.16%0.23%Q4 2019Q3 20215
Y-Intercept (Hong Kong) Ltd 310.08%0.13%0.24%Q1 2021Q2 20235
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
TCF National Bank 320.06%0.07%0.09%Q4 2019Q1 20215
ACADIAN ASSET MANAGEMENT LLC 410.00%0.00%0.01%Q4 2019Q2 20235
Meadow Creek Wealth Advisors LLC 410.38%0.88%1.06%Q4 2019Q3 20225
Investment Research & Advisory Group, Inc. 550.13%0.26%0.34%Q3 2022Q3 20235
Jump Financial, LLC 410.01%0.14%0.32%Q3 2021Q2 20235
PATRON PARTNERS, LLC 550.14%0.18%0.22%Q4 2020Q4 20215
Phoenix Wealth Advisors 550.09%0.12%0.16%Q4 2020Q4 20215
Thrive Capital Management, LLC 550.14%0.18%0.22%Q3 2022Q3 20235
Legacy Wealth Asset Management, LLC 550.13%0.21%0.28%Q3 2022Q3 20235
Bradley & Co. Private Wealth Management, LLC 550.01%0.01%0.01%Q2 2022Q2 20235
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
US Asset Management LLC 210.01%0.02%0.02%Q3 2021Q1 20235
GW&K Investment Management, LLC 320.00%0.00%0.00%Q1 2022Q3 20235
INTECH INVESTMENT MANAGEMENT LLC 550.01%0.05%0.11%Q2 2022Q2 20235
Amplius Wealth Advisors, LLC 550.00%0.03%0.04%Q4 2021Q4 20225
JARISLOWSKY, FRASER Ltd 550.00%0.00%0.01%Q4 2019Q4 20205
CHARTIST INC /CA/ 310.10%0.11%0.15%Q4 2019Q1 20225
FIRST COMMUNITY TRUST NA 550.00%0.00%0.00%Q4 2021Q4 20225
OLD DOMINION CAPITAL MANAGEMENT INC 320.04%0.39%1.42%Q4 2019Q2 20215
STEVENS CAPITAL MANAGEMENT LP 210.07%0.17%0.44%Q1 2021Q2 20235
Steward Financial Group LLC 410.00%0.00%0.01%Q2 2022Q3 20235
HENNESSY ADVISORS INC 310.02%0.07%0.12%Q1 2022Q3 20235
Western Pacific Wealth Management, LP 550.01%0.05%0.08%Q3 2022Q3 20235
TCWP LLC 550.06%0.07%0.08%Q4 2021Q4 20225
MASON STREET ADVISORS, LLC 550.14%0.16%0.21%Q4 2019Q4 20205
SC&H Financial Advisors, Inc. 550.09%0.13%0.17%Q4 2021Q4 20225
FIRST UNITED BANK & TRUST 550.08%0.09%0.10%Q1 2021Q1 20225
SOUTHERN CAPITAL ADVISORS, LLC 550.18%0.20%0.21%Q4 2021Q4 20225
Zullo Investment Group, Inc. 550.05%0.06%0.07%Q4 2021Q4 20225
Cadence Bank 550.22%0.31%0.42%Q3 2022Q3 20235
RMB Capital Management, LLC 210.01%0.10%0.41%Q4 2019Q2 20235
LEWIS CAPITAL MANAGEMENT, LLC 552.73%2.97%3.10%Q4 2021Q4 20225
Magnetar Financial LLC 210.01%0.04%0.09%Q2 2021Q3 20235
Campbell & CO Investment Adviser LLC 310.05%0.20%0.56%Q4 2019Q3 20235
Geller Advisors LLC 320.02%0.04%0.05%Q3 2021Q3 20235
GSA CAPITAL PARTNERS LLP 210.04%0.08%0.13%Q2 2020Q3 20235
Aperio Group, LLC 550.08%0.11%0.20%Q4 2019Q4 20205
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 550.09%0.11%0.12%Q4 2020Q4 20215
TWIN FOCUS CAPITAL PARTNERS, LLC 410.05%0.06%0.07%Q4 2019Q3 20225
WealthPlan Investment Management, LLC 410.00%0.04%0.08%Q1 2022Q2 20235
Tradewinds, LLC. 320.20%0.29%0.40%Q2 2022Q3 20235
SPC Financial, Inc. 550.03%0.03%0.03%Q3 2021Q3 20225
MONTCHANIN ASSET MANAGEMENT, LLC 550.43%0.70%0.94%Q2 2022Q2 20235
ASB Consultores, LLC 550.11%0.15%0.18%Q4 2021Q4 20225
Alyeska Investment Group, L.P. 320.07%0.09%0.14%Q2 2020Q3 20235
Dakota Community Bank & Trust NA 551.11%1.28%1.58%Q3 2022Q3 20235
DRIVE WEALTH MANAGEMENT, LLC 550.10%0.18%0.21%Q4 2021Q4 20225
ADVISOR PARTNERS II, LLC 550.03%0.08%0.15%Q3 2022Q3 20235
Colonial Trust Co / SC 550.31%0.46%0.68%Q3 2022Q3 20235
Chicago Capital, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Hall Private Wealth Advisors 440.20%0.25%0.30%Q4 2022Q3 20234
Register Financial Advisors LLC 440.25%0.30%0.34%Q4 2022Q3 20234
Tortoise Investment Management, LLC 310.00%0.00%0.00%Q4 2019Q4 20224
EVERETT HARRIS & CO /CA/ 440.00%0.01%0.01%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 440.00%0.01%0.02%Q3 2021Q2 20224
Great Lakes Retirement, Inc. 440.12%0.14%0.20%Q4 2022Q3 20234
Peachtree Investment Partners, LLC 440.12%0.16%0.22%Q4 2022Q3 20234
WADE G W & INC 440.21%0.38%0.59%Q3 2022Q2 20234
Blue Barn Wealth, LLC 220.15%0.17%0.20%Q3 2021Q3 20224
GTS SECURITIES LLC 220.01%0.03%0.11%Q2 2023Q3 20234
FORT PITT CAPITAL GROUP, LLC 310.00%0.06%0.08%Q4 2020Q3 20234
WASHINGTON TRUST BANK 210.02%0.03%0.03%Q1 2021Q1 20234
BLUESTEIN R H & CO LLC 310.03%0.57%1.13%Q4 2019Q3 20224
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.15%0.58%0.87%Q3 2022Q2 20234
FORA Capital, LLC 110.02%0.25%0.47%Q4 2019Q4 20224
ARS Wealth Advisors Group, LLC 440.06%0.59%0.80%Q4 2022Q3 20234
AMG Funds LLC 442.75%2.85%3.03%Q4 2019Q3 20204
CoreCap Advisors, LLC 310.01%0.02%0.02%Q4 2021Q4 20224
Hayden Royal, LLC 440.14%0.24%0.34%Q1 2021Q4 20214
Tranquility Partners, LLC 310.10%0.11%0.12%Q1 2021Q1 20224
BREITER CAPITAL MANAGEMENT INC 310.12%0.20%0.38%Q4 2019Q1 20224
INFRASTRUCTURE CAPITAL ADVISORS, LLC 440.01%0.24%0.71%Q3 2022Q2 20234
SSI INVESTMENT MANAGEMENT LLC 210.01%0.01%0.02%Q4 2019Q4 20214
Swaine & Leidel Wealth Services, LLC 210.16%0.19%0.23%Q4 2019Q1 20224
FIRST HORIZON CORP 440.01%0.01%0.02%Q3 2020Q2 20214
Braun-Bostich & Associates Inc. 310.01%0.03%0.10%Q4 2019Q4 20214
FCG ADVISORS, LLC 440.06%0.08%0.13%Q4 2019Q3 20204
SG3 Management, LLC 220.00%0.08%0.21%Q3 2021Q4 20214
Northside Capital Management, LLC 210.05%0.06%0.07%Q1 2021Q4 20224
HighTower Trust Company, N.A. 220.02%0.04%0.06%Q4 2021Q4 20224
BEACON INVESTMENT ADVISORS LLC 440.18%0.25%0.37%Q4 2022Q3 20234
Azimuth Capital Investment Management LLC 440.07%0.10%0.11%Q2 2022Q1 20234
Capital Planning Advisors, LLC 440.05%0.05%0.05%Q2 2021Q1 20224
ROANOKE ASSET MANAGEMENT CORP/ NY 210.07%0.09%0.11%Q4 2019Q4 20214
Cassaday & Co Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Retirement Group, LLC 210.04%0.21%0.37%Q4 2019Q1 20214
Davis Investment Partners, LLC 440.42%0.54%0.75%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
BEESE FULMER INVESTMENT MANAGEMENT, INC. 440.17%0.22%0.26%Q4 2022Q3 20234
CAAS CAPITAL MANAGEMENT LP 220.02%0.03%0.04%Q2 2023Q3 20234
Northern Financial Advisors Inc 440.18%0.28%0.46%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
First Allied Advisory Services, Inc. 440.02%0.02%0.04%Q4 2019Q3 20204
Meeder Advisory Services, Inc. 440.05%0.08%0.13%Q4 2022Q3 20234
Marquette Asset Management, LLC 210.00%0.00%0.01%Q4 2019Q2 20224
Centerpoint Advisors, LLC 310.00%0.00%0.01%Q4 2019Q3 20234
Kavar Capital Partners, LLC 440.85%0.98%1.22%Q4 2019Q3 20204
COUNTRY CLUB BANK /GFN 440.02%0.03%0.03%Q1 2022Q4 20224
Hudson Bay Capital Management LP 310.06%0.21%0.55%Q3 2020Q4 20224
Freestone Capital Holdings, LLC 220.00%0.01%0.01%Q3 2020Q1 20224
B.O.S.S. Retirement Advisors, LLC 440.27%0.32%0.37%Q1 2023Q4 20234
Aquatic Capital Management LLC 440.02%0.16%0.25%Q3 2022Q2 20234
Wills Financial Group, Inc. 440.22%0.31%0.44%Q4 2019Q3 20204
Hexavest Inc. 310.00%0.15%0.58%Q4 2019Q2 20214
KINGS POINT CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2019Q3 20204
OAK HILL WEALTH ADVISORS, LLC 440.14%0.17%0.22%Q4 2022Q3 20234
Weaver Consulting Group 440.01%0.01%0.01%Q4 2019Q3 20204
Hunter Perkins Capital Management, LLC 441.90%2.33%2.53%Q4 2022Q3 20234
Secrest Blakey & Associates, LLC 440.69%0.81%0.94%Q4 2019Q3 20204
MAVERICK CAPITAL LTD 210.01%0.01%0.02%Q4 2020Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.08%0.10%0.11%Q4 2022Q3 20234
Leelyn Smith, LLC 310.00%0.02%0.05%Q4 2019Q3 20214
Virtu Financial LLC 110.03%0.07%0.13%Q4 2019Q2 20234
Applied Capital LLC/FL 440.65%0.76%0.80%Q4 2022Q3 20234
Linden Thomas Advisory Services, LLC 440.16%0.20%0.26%Q4 2022Q3 20234
Heartwood Wealth Advisors LLC 220.03%0.04%0.05%Q4 2021Q2 20234
Beverly Hills Private Wealth, LLC 440.08%0.11%0.14%Q4 2022Q3 20234
Legacy Capital Wealth Partners, LLC 210.15%0.17%0.21%Q4 2020Q3 20234
Employers Holdings, Inc. 440.13%0.24%0.39%Q4 2019Q3 20204
DUDLEY CAPITAL MANAGEMENT, LLC 440.33%0.38%0.48%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Dynamic Technology Lab Private Ltd 310.13%0.25%0.48%Q2 2020Q2 20214
NICOLET ADVISORY SERVICES, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Lansing Street Advisors 440.10%0.16%0.23%Q1 2022Q4 20224
Harvest Portfolios Group Inc. 440.16%0.19%0.22%Q4 2022Q3 20234
Park Place Capital Corp 440.16%0.20%0.26%Q4 2022Q3 20234
Fee-Only Financial Planning, L.C. 440.46%0.55%0.72%Q4 2022Q3 20234
Crestline Management, LP 210.14%0.69%1.44%Q2 2021Q3 20234
RFP Financial Group LLC 440.30%0.42%0.66%Q4 2022Q3 20234
British Airways Pensions Investment Management Ltd 440.54%0.63%0.82%Q2 2020Q1 20214
LMCG INVESTMENTS, LLC 440.02%0.02%0.02%Q1 2022Q4 20224
ALPHA WINDWARD LLC 440.07%0.26%0.40%Q4 2019Q3 20204
XTX Topco Ltd 310.14%0.23%0.37%Q3 2021Q2 20234
B. Metzler seel. Sohn & Co. Holding AG 440.05%0.06%0.06%Q4 2020Q3 20214
Fiduciary Alliance LLC 440.56%0.71%0.98%Q4 2022Q3 20234
Grantham, Mayo, Van Otterloo & Co. LLC 440.01%0.02%0.04%Q2 2022Q1 20234
Cravens & Co Advisors, LLC 440.56%0.70%1.01%Q4 2022Q3 20234
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
MEMBERS CAPITAL ADVISORS INC 310.94%1.18%1.30%Q4 2019Q1 20234
Wealth Advisory Solutions, LLC 310.06%1.48%2.06%Q3 2021Q3 20224
Verum Partners LLC 440.14%0.36%0.61%Q4 2022Q3 20234
LBP AM SA 440.04%0.06%0.08%Q4 2022Q3 20234
Cypress Wealth Services, LLC 440.07%0.09%0.12%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 440.16%0.18%0.21%Q4 2022Q3 20234
Clearview Wealth Advisors LLC 440.03%0.03%0.03%Q4 2020Q3 20214
Parisi Gray Wealth Management 310.01%0.21%0.34%Q4 2019Q2 20214
WealthStone, Inc. 440.10%0.34%0.71%Q2 2020Q1 20214
CHASE INVESTMENT COUNSEL CORP 440.20%0.21%0.22%Q2 2021Q1 20224
Hill Investment Group Partners, LLC 440.06%0.09%0.13%Q4 2022Q3 20234
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.71%0.85%0.99%Q2 2021Q1 20224
SYSTM Wealth Solutions LLC 440.10%0.22%0.34%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q2 20214
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.02%Q2 2022Q1 20234
Phillips Wealth Planners LLC 440.30%0.77%1.78%Q4 2022Q3 20234
RESOURCE CONSULTING GROUP INC 210.24%0.42%0.80%Q4 2021Q2 20234
Holocene Advisors, LP 310.01%0.16%0.32%Q4 2019Q3 20234
PYA Waltman Capital, LLC 440.04%0.04%0.04%Q4 2021Q3 20224
First County Bank /CT/ 440.47%0.53%0.58%Q4 2022Q3 20234
ARS Wealth Advisors, LLC 310.05%0.06%0.08%Q4 2019Q2 20214
Sterling Financial Planning, Inc. 440.03%0.03%0.03%Q4 2020Q3 20214
DoubleLine ETF Adviser LP 440.21%0.26%0.41%Q4 2022Q3 20234
Center For Asset Management LLC 440.39%0.44%0.46%Q2 2022Q1 20234
Ahrens Investment Partners LLC 310.00%0.00%0.00%Q4 2021Q1 20234
West Family Investments, Inc. 440.06%0.07%0.09%Q2 2021Q1 20224
Stearns Financial Services Group 440.24%0.32%0.42%Q4 2019Q3 20204
First Farmers & Merchants Bank / Trust 440.74%0.76%0.78%Q4 2021Q3 20224
Life Planning Partners, Inc 440.02%0.02%0.02%Q4 2021Q3 20224
Corient Private Wealth LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Prosperity Wealth Management, Inc. 440.26%0.37%0.57%Q4 2022Q3 20234
Ferguson Shapiro LLC 440.24%0.27%0.29%Q2 2022Q1 20234
Farther Finance Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Continuum Advisory, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
M Holdings Securities, Inc. 210.02%0.03%0.06%Q1 2020Q2 20224
Paragon Capital Management Ltd 440.03%0.04%0.06%Q3 2021Q2 20224
H. L. Ormond & Company, LLC 440.50%0.53%0.58%Q4 2021Q3 20224
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.01%Q1 2022Q4 20224
CREDIT AGRICOLE S A 210.00%0.00%0.01%Q4 2019Q3 20234
CADENCE CAPITAL MANAGEMENT LLC 440.20%0.33%0.44%Q4 2019Q3 20204
Shelter Mutual Insurance Co 441.18%1.45%2.00%Q4 2019Q3 20204
Capitolis Advisors LLC 220.13%0.22%0.37%Q4 2020Q4 20214
CHOREO, LLC 310.01%0.02%0.03%Q4 2019Q3 20234
Black Maple Capital Management LP 330.22%1.54%3.26%Q1 2023Q3 20234
New Hampshire Trust 440.10%0.11%0.13%Q4 2022Q3 20234
Harel Insurance Investments & Financial Services Ltd. 440.01%0.01%0.02%Q3 2020Q2 20214
Empowered Funds, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Prentice Wealth Management LLC 310.01%0.01%0.01%Q1 2021Q2 20224
SWARTHMORE GROUP INC 440.67%0.71%0.74%Q2 2021Q1 20224
MUFG Securities EMEA plc 110.05%0.10%0.21%Q4 2019Q3 20224
ROMANO BROTHERS AND COMPANY 440.03%0.04%0.05%Q3 2022Q2 20234
Wealthspire Advisors, L.P. 440.04%0.08%0.12%Q4 2019Q3 20204
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 210.05%0.11%0.21%Q4 2019Q1 20213
Atlas Private Wealth Advisors 330.00%0.01%0.01%Q4 2020Q2 20213
IBEX WEALTH ADVISORS 210.68%0.95%1.11%Q2 2021Q1 20233
OSTRUM ASSET MANAGEMENT 330.17%0.20%0.24%Q1 2023Q3 20233
Quantitative Systematic Strategies LLC 330.44%0.50%0.59%Q1 2020Q3 20203
Freedom Investment Management, Inc. 210.02%0.06%0.14%Q1 2021Q1 20233
Atlas Private Wealth Management 330.00%0.00%0.00%Q4 2019Q2 20203
Inscription Capital, LLC 210.02%0.32%0.62%Q4 2019Q2 20213
PREMIER ASSET MANAGEMENT LLC 210.15%0.28%0.41%Q4 2019Q4 20223
New Republic Capital, LLC 330.15%0.16%0.18%Q4 2022Q2 20233
PRIVATE ASSET MANAGEMENT INC 210.02%0.03%0.03%Q1 2021Q4 20213
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.00%0.00%0.00%Q3 2022Q1 20233
Point72 Europe (London) LLP 332.32%7.92%11.58%Q1 2020Q3 20203
LexAurum Advisors, LLC 210.07%0.08%0.08%Q3 2022Q3 20233
Winch Advisory Services, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
PECONIC PARTNERS LLC 210.03%0.31%0.86%Q4 2019Q4 20203
WMS Partners, LLC 110.03%0.05%0.07%Q4 2019Q3 20213
Camarda Financial Advisors, LLC 210.68%1.32%2.59%Q1 2020Q1 20213
Cyrus J. Lawrence, LLC 330.00%0.01%0.01%Q1 2022Q3 20223
First Heartland Consultants, Inc. 330.06%0.09%0.11%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.01%0.02%Q4 2022Q3 20233
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
EJF Capital LLC 210.32%0.75%1.44%Q2 2020Q1 20233
Fermata Advisors, LLC 330.08%0.10%0.13%Q2 2021Q4 20213
AXS Investments LLC 210.01%0.32%0.93%Q3 2021Q1 20233
Avalon Trust Co 330.04%0.04%0.05%Q1 2023Q3 20233
Sanctuary Wealth Management, L.L.C. 110.00%0.00%0.00%Q1 2010Q2 20233
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.01%0.11%0.32%Q4 2019Q2 20203
rhino investment partners, Inc 338.86%9.84%10.78%Q1 2023Q3 20233
BELLEVUE ASSET MANAGEMENT, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q2 2022Q3 20233
Advocacy Wealth Management Services, LLC 210.00%0.00%0.01%Q4 2019Q4 20213
CALDWELL SUTTER CAPITAL, INC. 330.02%0.03%0.04%Q1 2023Q3 20233
V-Square Quantitative Management LLC 330.21%0.26%0.34%Q1 2023Q3 20233
AM Squared Ltd 330.13%0.22%0.27%Q4 2022Q2 20233
NTB Financial Corp 330.18%0.18%0.19%Q4 2021Q2 20223
Copper Rock Capital Partners, LLC 210.02%1.27%2.29%Q4 2019Q3 20203
RATIONAL ADVISORS LLC 210.01%0.01%0.01%Q4 2019Q3 20203
BANK OF THE WEST 330.05%0.09%0.15%Q4 2019Q2 20203
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
DRW Securities, LLC 110.01%0.01%0.01%Q4 2019Q2 20233
Peterson Financial Group, Inc. 330.44%0.47%0.50%Q1 2023Q3 20233
WHEATLAND ADVISORS INC 333.07%3.16%3.30%Q4 2019Q2 20203
Integrated Advisors Network LLC 210.02%0.03%0.03%Q4 2019Q1 20223
ROMAN BUTLER FULLERTON & CO 330.10%0.14%0.18%Q1 2023Q3 20233
Convergence Investment Partners, LLC 210.07%0.54%0.78%Q4 2019Q1 20233
CAPITAL INTERNATIONAL LTD /CA/ 330.10%0.28%0.46%Q4 2019Q2 20203
Householder Group Estate & Retirement Specialist, LLC 330.01%0.01%0.03%Q3 2022Q1 20233
Riverwater Partners LLC 110.20%0.21%0.22%Q4 2021Q4 20223
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.02%0.02%0.02%Q2 2021Q1 20223
BRINKER CAPITAL INC 330.22%0.27%0.33%Q4 2019Q2 20203
Barnett & Company, Inc. 330.00%0.03%0.10%Q4 2019Q2 20203
Grey Street Capital, LLC 330.17%0.19%0.24%Q1 2023Q3 20233
Berkshire Bank 330.29%0.36%0.40%Q3 2022Q1 20233
GREATMARK INVESTMENT PARTNERS, INC. 210.04%0.04%0.04%Q1 2021Q4 20213
COOPER/HAIMS ADVISORS, LLC 110.12%0.14%0.15%Q4 2019Q3 20213
KG&L Capital Management,LLC 210.24%0.32%0.39%Q4 2019Q3 20233
Glassy Mountain Advisors, Inc. 210.08%0.10%0.11%Q4 2021Q4 20223
TRUEWEALTH LLC 330.17%0.22%0.32%Q4 2019Q2 20203
STALEY CAPITAL ADVISERS INC 330.03%0.03%0.04%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.10%0.11%0.13%Q1 2023Q3 20233
DF DENT & CO INC 330.01%0.01%0.01%Q4 2019Q2 20203
NORTH POINT PORTFOLIO MANAGERS CORP/OH 330.05%1.30%2.31%Q4 2019Q2 20203
HERITAGE WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2021Q4 20223
Municipal Employees' Retirement System of Michigan 330.02%0.05%0.08%Q4 2019Q2 20203
EDMP, INC. 332.11%2.20%2.25%Q1 2023Q3 20233
Roble, Belko & Company, Inc 210.00%0.00%0.01%Q4 2019Q4 20213
River Oaks Capital LLC 330.64%0.94%1.31%Q1 2023Q3 20233
DAYMARK WEALTH PARTNERS, LLC 330.84%1.07%1.48%Q4 2022Q2 20233
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 210.08%0.09%0.09%Q4 2019Q3 20233
ENGINE NO. 1 LLC 330.07%0.10%0.11%Q2 2021Q4 20213
KARLINSKI ANDREW C 330.00%0.02%0.07%Q4 2021Q2 20223
PCJ Investment Counsel Ltd. 110.40%0.68%1.08%Q4 2019Q1 20233
Intersect Capital LLC 330.05%0.05%0.07%Q4 2021Q2 20223
FIL Ltd 210.00%0.00%0.00%Q4 2019Q1 20213
Rampart Investment Management Company, LLC 330.06%0.11%0.16%Q4 2019Q2 20203
Par Capital Management 210.24%0.62%0.95%Q2 2021Q1 20223
Enlightenment Research, LLC 110.46%0.96%1.86%Q1 2020Q3 20223
DFPG INVESTMENTS, LLC 330.07%0.13%0.16%Q3 2022Q1 20233
Kowal Investment Group, LLC 210.01%0.05%0.07%Q3 2021Q3 20223
Apriem Advisors 210.03%0.03%0.03%Q1 2021Q4 20213
C M BIDWELL & ASSOCIATES LTD 210.00%0.00%0.01%Q4 2019Q3 20213
Thrive Wealth Management, LLC 330.08%0.09%0.11%Q3 2022Q1 20233
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Imprint Wealth LLC 331.72%1.89%2.07%Q1 2023Q3 20233
Atlantic Private Wealth, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Alliance Wealth Advisors, LLC /UT 330.10%0.14%0.17%Q4 2022Q2 20233
GRIES FINANCIAL LLC 330.42%0.49%0.57%Q3 2022Q1 20233
WRIGHT INVESTORS SERVICE INC 210.16%0.34%0.63%Q4 2019Q3 20233
Smith & Howard Wealth Management, LLC 330.10%0.11%0.12%Q3 2021Q1 20223
MOORE CAPITAL MANAGEMENT, LP 110.19%0.34%0.51%Q1 2023Q3 20233
PARK CIRCLE Co 330.10%0.26%0.56%Q1 2023Q3 20233
GraniteShares Advisors LLC 330.17%0.18%0.20%Q4 2021Q2 20223
Belvedere Trading LLC 110.00%0.00%0.00%Q1 2023Q1 20233
Sabal Trust CO 330.02%0.70%2.03%Q1 2020Q3 20203
Second Half Financial Partners, LLC 210.15%0.19%0.21%Q1 2022Q4 20223
Altrius Capital Management Inc 210.07%0.09%0.12%Q4 2022Q3 20233
Benson Investment Management Company, Inc. 331.77%1.92%2.08%Q1 2021Q3 20213
Lenox Wealth Management, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
WELD CAPITAL MANAGEMENT LLC 210.24%0.38%0.56%Q4 2019Q1 20213
First National Bank of South Miami 330.00%0.02%0.04%Q1 2020Q3 20203
Coppell Advisory Solutions LLC 210.00%0.01%0.03%Q4 2022Q3 20233
CCG WEALTH MANAGEMENT, LLC 210.11%0.15%0.22%Q1 2021Q4 20213
Financial Architects, Inc 330.01%0.01%0.01%Q4 2019Q2 20203
Red Door Wealth Management, LLC 210.02%0.02%0.02%Q1 2020Q2 20213
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Operose Advisors LLC 210.01%0.01%0.01%Q3 2022Q3 20233
Global Strategic Investment Solutions, LLC 330.06%0.07%0.07%Q1 2021Q3 20213
Gyon Technologies Capital Management, LP 110.51%0.59%0.68%Q4 2019Q4 20223
SBK Financial, Inc. 210.19%0.24%0.31%Q4 2021Q3 20223
Visionary Wealth Advisors 210.03%0.04%0.06%Q4 2020Q2 20223
Legacy Capital Group California, Inc. 330.14%0.15%0.18%Q1 2023Q3 20233
Wells Trecaso Financial Group, LLC 210.09%0.10%0.11%Q1 2021Q4 20213
ETRADE Capital Management LLC 330.08%0.09%0.09%Q1 2020Q3 20203
HARRIS ASSOCIATES L P 330.37%0.52%0.60%Q1 2023Q3 20233
3Chopt Investment Partners, LLC 330.14%0.22%0.30%Q4 2022Q2 20233
Employees Retirement System of Texas 330.05%0.19%0.30%Q4 2019Q2 20203
PRIMORIS WEALTH ADVISORS, LLC 330.21%0.25%0.30%Q4 2021Q2 20223
Inlet Private Wealth, LLC 330.29%0.32%0.37%Q4 2019Q2 20203
FINANCIAL ADVISORY PARTNERS, LLC 330.47%1.05%1.39%Q2 2022Q4 20223
CHILDRESS CAPITAL ADVISORS, LLC 110.04%0.09%0.13%Q4 2020Q3 20223
RED CEDAR INVESTMENT MANAGEMENT, LLC 330.08%0.08%0.08%Q1 2022Q3 20223
Financial Advantage, Inc. 330.02%0.02%0.02%Q4 2019Q2 20203
Nalls Sherbakoff Group, LLC 330.33%0.35%0.39%Q1 2023Q3 20233
CFO4Life Group, LLC 210.05%0.05%0.05%Q4 2021Q4 20223
Segment Wealth Management, LLC 210.03%0.05%0.09%Q4 2019Q1 20223
Asset Advisors Investment Management, LLC 330.01%0.18%0.37%Q4 2019Q2 20203
Cadent Capital Advisors, LLC 330.16%0.21%0.28%Q4 2020Q2 20213
Detalus Advisors, LLC 210.10%0.13%0.16%Q4 2019Q1 20223
Socorro Asset Management LP 332.55%2.68%2.82%Q1 2023Q3 20233
Oak Thistle LLC 210.37%0.52%0.68%Q4 2021Q2 20233
Keebeck Wealth Management, LLC 330.00%0.08%0.14%Q4 2019Q2 20203
Circle Wealth Management, LLC 330.03%0.03%0.03%Q3 2021Q1 20223
Glass Jacobson Investment Advisors llc 210.00%0.02%0.03%Q4 2022Q3 20233
Kiwi Wealth Investments Limited Partnership 210.30%0.38%0.43%Q4 2020Q1 20223
Global Financial Private Capital, Inc 330.02%0.02%0.03%Q4 2019Q2 20203
Single Point Partners, LLC 330.06%0.07%0.08%Q1 2022Q3 20223
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q3 2021Q2 20223
HEARTLAND ADVISORS INC 330.29%0.47%0.66%Q4 2019Q2 20203
Gallagher Fiduciary Advisors, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
MONEYWISE, INC. 210.14%0.15%0.15%Q1 2021Q1 20223
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
Prime Capital Investment Advisors, LLC 330.00%0.01%0.01%Q4 2019Q2 20203
CFM WEALTH PARTNERS LLC 330.02%0.02%0.04%Q4 2019Q2 20203
Laffer Tengler Investments, Inc. 210.00%0.00%0.01%Q3 2022Q3 20233
DIAMANT ASSET MANAGEMENT, INC. 330.50%0.73%0.86%Q1 2023Q3 20233
TITLEIST CAPITAL, LLC 330.08%0.08%0.08%Q4 2021Q2 20223
Cape Investment Advisory, Inc. 330.08%0.08%0.09%Q1 2023Q3 20233
Allegiant Private Advisors, LLC 330.08%0.08%0.09%Q4 2020Q2 20213
Avalon Investment & Advisory 210.27%0.58%1.17%Q4 2019Q1 20233
Dougherty Wealth Advisers LLC 330.12%0.14%0.17%Q4 2019Q2 20203
Avantax Planning Partners, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Weiss Multi-Strategy Advisers LLC 110.04%0.13%0.22%Q1 2021Q3 20233
BIP Wealth, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Meridian Wealth Advisors, LLC 330.17%0.23%0.33%Q4 2019Q2 20203
LMR Partners LLP 210.01%0.14%0.34%Q4 2020Q3 20233
Athanor Capital, LP 210.01%0.02%0.04%Q4 2019Q1 20213
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 110.05%0.06%0.07%Q1 2020Q2 20223
Kathmere Capital Management, LLC 210.04%0.06%0.10%Q4 2019Q4 20203
Vise Technologies, Inc. 330.06%0.09%0.11%Q3 2022Q1 20233
Harbor Advisors LLC 210.04%0.04%0.04%Q1 2021Q4 20213
Power Corp of Canada 330.03%0.05%0.06%Q3 2022Q1 20233
Redwood Investments, LLC 330.07%0.14%0.28%Q4 2019Q2 20203
One Fin Capital Management LP 333.25%3.57%3.78%Q1 2023Q3 20233
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CM WEALTH ADVISORS LLC 220.09%0.22%0.34%Q1 2023Q2 20232
Cynosure Group, LLC 220.15%0.20%0.24%Q4 2019Q1 20202
CALTON & ASSOCIATES, INC. 220.11%0.12%0.13%Q4 2022Q1 20232
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
BBVA USA 220.18%0.19%0.21%Q2 2021Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.04%0.05%0.07%Q4 2019Q1 20202
SteelPeak Wealth, LLC 110.00%0.01%0.02%Q3 2023Q3 20232
Future Financial Wealth Managment LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Atom Investors LP 220.09%0.10%0.10%Q2 2020Q3 20202
Summit Wealth Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Houlihan Financial Resource Group, Ltd. 110.12%0.14%0.16%Q4 2019Q3 20202
Mine & Arao Wealth Creation & Management, LLC. 220.01%0.01%0.01%Q3 2022Q4 20222
Cornell Pochily Investment Advisors, Inc. 220.32%0.39%0.47%Q4 2019Q1 20202
Goodwin Investment Advisory 220.00%0.01%0.02%Q3 2022Q4 20222
LEVEL FOUR FINANCIAL, LLC 110.12%0.12%0.13%Q1 2021Q3 20212
KLINGENSTEIN FIELDS & CO LP 220.01%0.01%0.01%Q3 2021Q4 20212
F3Logic, LLC 110.01%0.08%0.15%Q3 2020Q4 20222
MADDEN SECURITIES Corp 110.01%0.20%0.40%Q4 2022Q3 20232
TLWM 220.21%0.26%0.31%Q4 2019Q1 20202
Consolidated Planning Corp 110.12%0.16%0.21%Q4 2019Q3 20212
AFFINITY WEALTH MANAGEMENT LLC 220.07%0.08%0.09%Q3 2021Q4 20212
Royal Fund Management, LLC 220.09%0.72%1.34%Q4 2019Q1 20202
Baugh & Associates, LLC 222.18%2.20%2.22%Q2 2023Q3 20232
Luken Investment Analytics, LLC 110.00%0.02%0.03%Q4 2022Q2 20232
GAMCO INVESTORS, INC. ET AL 110.00%0.01%0.01%Q4 2019Q3 20202
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
55I, LLC 220.01%0.01%0.02%Q2 2022Q3 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Buckley Wealth Management, LLC 220.08%0.08%0.08%Q1 2022Q2 20222
Cypress Point Wealth Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
qPULA Trading Management LP 110.36%0.45%0.54%Q2 2021Q4 20212
Trilogy Capital Inc. 220.13%0.15%0.17%Q1 2023Q2 20232
MPS Loria Financial Planners, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Alpha DNA Investment Management LLC 220.00%0.00%0.00%Q4 2020Q1 20212
QCI ASSET MANAGEMENT INC/NY 220.00%0.00%0.00%Q4 2019Q1 20202
Cerro Pacific Wealth Advisors LLC 220.12%0.16%0.20%Q4 2022Q1 20232
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Mach-1 Financial Group, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Fractal Investments LLC 220.22%0.25%0.27%Q4 2021Q1 20222
West Financial Advisors, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
Azora Capital LP 112.45%2.67%2.88%Q1 2020Q3 20202
WAYCROSS PARTNERS, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2020Q2 20222
Golden State Equity Partners 220.08%0.08%0.09%Q2 2023Q3 20232
PagnatoKarp Partners LLC 221.60%1.82%2.04%Q4 2019Q1 20202
Summit X, LLC 110.01%0.11%0.22%Q4 2019Q3 20202
Leucadia National 220.00%0.01%0.01%Q1 2023Q2 20232
AustralianSuper Pty Ltd 220.05%0.05%0.06%Q2 2023Q3 20232
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
WEALTHSOURCE PARTNERS, LLC 110.02%0.02%0.03%Q4 2019Q3 20212
Clarity Financial LLC 220.66%1.08%1.50%Q2 2023Q3 20232
Numerai GP LLC 110.84%1.03%1.22%Q1 2023Q3 20232
Cribstone Capital Management, LLC 110.00%0.01%0.02%Q4 2019Q2 20202
SANDERS MORRIS HARRIS LLC 220.34%0.90%1.46%Q4 2019Q1 20202
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q4 2020Q3 20232
Venturi Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
HORIZON BANCORP INC /IN/ 220.01%0.05%0.09%Q2 2023Q3 20232
Exos TFP Holdings LLC 220.03%0.04%0.04%Q4 2022Q1 20232
Accurate Wealth Management, LLC 220.09%0.09%0.10%Q3 2022Q4 20222
Index Fund Advisors, Inc. 220.03%0.04%0.05%Q4 2021Q1 20222
Activest Wealth Management 220.00%0.00%0.00%Q3 2022Q4 20222
DARRELL & KING LLC 110.04%2.09%4.15%Q2 2020Q4 20202
TODD ASSET MANAGEMENT LLC 110.02%0.38%0.74%Q4 2019Q2 20202
Advanced Asset Management Advisors Inc 220.59%0.76%0.93%Q4 2019Q1 20202
COWEN AND COMPANY, LLC 110.00%0.78%1.56%Q4 2019Q1 20232
Landmark Financial Advisors, LLC 110.11%0.11%0.11%Q1 2021Q3 20212
MITCHELL CAPITAL MANAGEMENT CO 220.53%0.65%0.78%Q4 2019Q1 20202
Domani Wealth, LLC 110.05%0.06%0.07%Q4 2019Q4 20212
Herold Advisors, Inc. 110.03%0.03%0.03%Q3 2021Q1 20222
BOYS ARNOLD & CO INC 220.18%0.22%0.26%Q4 2019Q1 20202
Trust Co 110.00%0.02%0.03%Q3 2020Q4 20222
THOROUGHBRED FINANCIAL SERVICES, LLC 110.02%0.08%0.14%Q4 2019Q3 20232
ROFFMAN MILLER ASSOCIATES INC /PA/ 110.00%0.01%0.02%Q4 2019Q2 20232
Carmel Capital Partners, LLC 110.00%0.00%0.01%Q1 2023Q3 20232
BANK OF HAWAII 220.02%0.03%0.04%Q4 2019Q1 20202
MOODY LYNN & LIEBERSON, LLC 220.04%0.05%0.06%Q4 2019Q1 20202
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 220.88%1.07%1.26%Q4 2019Q1 20202
ATWOOD & PALMER INC 220.00%0.00%0.00%Q3 2021Q4 20212
WINTON GROUP Ltd 220.04%0.05%0.06%Q2 2022Q3 20222
ACCURATE INVESTMENT SOLUTIONS, INC. 220.14%1.48%2.83%Q4 2019Q1 20202
FAIRFIELD, BUSH & CO. 110.01%0.01%0.01%Q2 2022Q2 20232
CHICAGO EQUITY PARTNERS LLC 220.06%0.06%0.07%Q4 2019Q1 20202
MARK SHEPTOFF FINANCIAL PLANNING, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
COTTONWOOD CAPITAL ADVISORS, LLC 220.18%0.18%0.18%Q4 2021Q1 20222
HALL CAPITAL MANAGEMENT CO INC 220.43%0.60%0.78%Q4 2019Q1 20202
Family Firm, Inc. 220.07%0.09%0.12%Q2 2022Q3 20222
JUMP TRADING, LLC 110.02%0.13%0.24%Q4 2019Q2 20202
Lighthouse Investment Partners, LLC 110.02%0.05%0.09%Q3 2023Q3 20232
ADAMS DIVERSIFIED EQUITY FUND, INC. 220.62%0.76%0.90%Q1 2022Q2 20222
VESTOR CAPITAL, LLC 221.04%1.07%1.10%Q1 2021Q2 20212
ESSEX INVESTMENT MANAGEMENT CO LLC 220.26%0.27%0.29%Q4 2019Q1 20202
Hamilton Point Investment Advisors, LLC 220.07%0.08%0.09%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.50%0.57%0.65%Q4 2021Q1 20222
PEDDOCK CAPITAL ADVISORS, LLC 110.01%0.04%0.06%Q4 2019Q4 20202
Trust Investment Advisors 220.44%0.45%0.45%Q2 2023Q3 20232
Surevest, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
LEO BROKERAGE, LLC 220.12%0.14%0.15%Q3 2020Q4 20202
Select Equity Group, L.P. 110.04%0.25%0.45%Q1 2021Q1 20222
FOSTER & MOTLEY INC 220.12%0.17%0.22%Q4 2019Q1 20202
Cyndeo Wealth Partners, LLC 220.21%0.27%0.33%Q4 2022Q1 20232
Natixis Investment Managers International 220.04%0.04%0.04%Q1 2022Q2 20222
WEST BANCORPORATION INC 220.19%0.26%0.34%Q4 2019Q1 20202
Private Capital Management, LLC 220.04%0.04%0.05%Q4 2022Q1 20232
Miracle Mile Advisors, LLC 110.02%0.07%0.12%Q4 2019Q2 20202
Stone Ridge Asset Management LLC 221.46%1.46%1.46%Q4 2019Q1 20202
Strategic Investment Solutions, Inc. /IL 220.00%0.00%0.01%Q2 2023Q3 20232
Horan Capital Advisors, LLC. 110.06%0.08%0.09%Q4 2019Q3 20202
JUPITER ASSET MANAGEMENT LTD 220.01%0.01%0.01%Q4 2020Q1 20212
SHEPHERD KAPLAN KROCHUK, LLC 220.41%0.43%0.45%Q1 2022Q2 20222
Cerebellum GP, LLC 110.29%0.30%0.30%Q4 2019Q3 20202
GIRARD PARTNERS LTD. 220.03%0.04%0.05%Q1 2021Q2 20212
Cunning Capital Partners, LP 220.33%0.33%0.34%Q2 2023Q3 20232
Headlands Technologies LLC 110.01%0.05%0.08%Q4 2022Q3 20232
PIEDMONT INVESTMENT ADVISORS INC 220.03%0.04%0.05%Q4 2019Q1 20202
MALTESE CAPITAL MANAGEMENT LLC 110.12%0.14%0.15%Q2 2020Q1 20212
NINE MASTS CAPITAL Ltd 110.00%0.03%0.06%Q4 2019Q4 20192
INVESCO, LLC 220.13%0.14%0.14%Q2 2023Q3 20232
Red Tortoise LLC 110.00%0.00%0.00%Q3 2021Q1 20232
UNION SAVINGS BANK 220.02%0.02%0.02%Q2 2023Q3 20232
Redmond Asset Management, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Pensionfund DSM Netherlands 220.14%0.14%0.15%Q3 2021Q4 20212
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.01%0.07%0.14%Q2 2023Q3 20232
Nemes Rush Group LLC 220.04%0.04%0.04%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Byrne Asset Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Carroll Investors, Inc 220.03%0.03%0.03%Q4 2021Q1 20222
Empower Advisory Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Graham Capital Management, L.P. 110.02%0.03%0.04%Q3 2022Q2 20232
OFI INVEST ASSET MANAGEMENT 110.00%0.01%0.02%Q1 2023Q3 20232
Buffington Mohr McNeal 220.42%0.60%0.78%Q4 2019Q1 20202
Diligent Investors, LLC 110.07%0.10%0.13%Q4 2019Q1 20212
Pine Valley Investments Ltd Liability Co 220.05%0.05%0.06%Q2 2023Q3 20232
McCarthy Grittinger Financial Group, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q3 2022Q4 20222
Liontrust Investment Partners LLP 110.01%0.01%0.01%Q4 2020Q3 20212
MCDONALD PARTNERS LLC 220.00%0.02%0.05%Q4 2021Q1 20222
Baron Wealth Management LLC 110.12%0.15%0.18%Q4 2022Q4 20232
COMMONS CAPITAL, LLC 220.14%0.20%0.26%Q4 2021Q1 20222
Ascent Group, LLC 220.03%0.25%0.46%Q4 2021Q1 20222
SIENA CAPITAL LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Haverford Financial Services, Inc. 221.60%1.96%2.31%Q4 2019Q1 20202
PICTON MAHONEY ASSET MANAGEMENT 110.30%0.58%0.86%Q4 2019Q4 20202
InterOcean Capital, LLC 110.03%0.05%0.08%Q4 2019Q2 20202
SILVERLAKE WEALTH MANAGEMENT LLC 220.12%0.12%0.12%Q4 2021Q1 20222
Aldebaran Financial Inc. 110.30%0.32%0.35%Q1 2023Q3 20232
Petrus Trust Company, LTA 110.03%0.04%0.04%Q3 2022Q1 20232
Applied Finance Capital Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.08%0.09%0.10%Q4 2019Q1 20202
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 220.00%0.00%0.00%Q2 2020Q3 20202
Liberty Capital Management, Inc. 220.06%0.07%0.07%Q4 2021Q1 20222
Soros Fund Management 110.23%0.32%0.42%Q4 2019Q2 20202
WARNER FINANCIAL, INC 220.17%0.18%0.18%Q4 2021Q1 20222
J.Safra Asset Management Corp 110.01%0.02%0.04%Q1 2022Q4 20222
Price Wealth, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
West Oak Capital, LLC 220.22%0.30%0.37%Q4 2019Q1 20202
Financial Partners Group, LLC 110.13%0.34%0.56%Q4 2022Q3 20232
Artisan Partners Limited Partnership 220.05%0.14%0.24%Q4 2019Q1 20202
Quarry LP 110.00%0.00%0.01%Q1 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.04%0.04%0.04%Q4 2021Q1 20222
Kessler Investment Group, LLC 220.06%0.08%0.09%Q4 2019Q1 20202
Reynolds Investment Management, Inc. 220.66%0.68%0.70%Q1 2022Q2 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2019Q1 20212
MEITAV INVESTMENT HOUSE LTD 220.00%0.01%0.01%Q2 2023Q3 20232
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 220.71%0.81%0.90%Q4 2022Q1 20232
NEXPOINT ASSET MANAGEMENT, L.P. 220.16%0.21%0.26%Q4 2019Q1 20202
Wallace Advisory Group, LLC 220.16%0.16%0.16%Q1 2023Q2 20232
SFMG, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
CASTLE WEALTH MANAGEMENT LLC 220.05%0.05%0.05%Q2 2022Q3 20222
Auto-Owners Insurance Co 220.28%0.28%0.28%Q2 2023Q3 20232
Seascape Capital Management 220.96%1.21%1.46%Q4 2019Q1 20202
Advanced Portfolio Management, LLC 110.96%2.70%4.45%Q1 2023Q3 20232
Creative Capital Management Investments LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Commonwealth Retirement Investments LLC 221.08%1.09%1.09%Q2 2023Q3 20232
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 220.01%0.01%0.01%Q4 2021Q1 20222
Capital Research Global Investors 220.01%0.02%0.02%Q4 2019Q1 20202
Icon Wealth Advisors, LLC 220.70%0.72%0.74%Q3 2022Q4 20222
Lombard Odier Asset Management (USA) Corp 110.26%0.26%0.26%Q3 2023Q3 20232
Strategic Financial Services, Inc, 220.32%0.45%0.58%Q4 2019Q1 20202
Human Investing LLC 110.00%0.01%0.01%Q4 2019Q2 20202
Cedar Brook Financial Partners, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
SCHMIDT P J INVESTMENT MANAGEMENT INC 220.13%0.16%0.19%Q4 2019Q1 20202
DOHENY ASSET MANAGEMENT /CA 220.38%0.38%0.38%Q4 2019Q1 20202
BLUE SQUARE ASSET MANAGEMENT, LLC 110.00%0.34%0.69%Q4 2019Q2 20202
Core Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q1 20232
BMT Investment Advisors 221.33%1.55%1.78%Q4 2019Q1 20202
Windsor Creek Advisors, LLC 220.06%0.06%0.06%Q3 2020Q4 20202
Allred Capital Management, LLC 110.04%0.04%0.05%Q4 2019Q1 20212
TimeScale Financial, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
HOHIMER WEALTH MANAGEMENT, LLC 111.33%1.33%1.33%Q4 2019Q4 20191
CLEARARC CAPITAL INC 110.31%0.31%0.31%Q4 2019Q4 20191
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Guardian Wealth Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
SVA Wealth Management, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Virtus ETF Advisers LLC 110.24%0.24%0.24%Q3 2022Q3 20221
Advisor Group, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Eagle Strategies LLC 110.07%0.07%0.07%Q3 2023Q3 20231
MENDON CAPITAL ADVISORS CORP 110.38%0.38%0.38%Q4 2019Q4 20191
Financial Security Advisor, Inc. 110.46%0.46%0.46%Q3 2023Q3 20231
WESTFIELD CAPITAL MANAGEMENT CO LP 110.00%0.00%0.00%Q2 2023Q2 20231
ADVISORY RESEARCH INC 110.31%0.31%0.31%Q1 2020Q1 20201
Centurion Wealth Management LLC 110.11%0.11%0.11%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Better Money Decisions, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Callan Family Office, LLC 110.10%0.10%0.10%Q1 2023Q1 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
EdgeRock Capital LLC 110.06%0.06%0.06%Q3 2022Q3 20221
MARATHON CAPITAL MANAGEMENT 110.90%0.90%0.90%Q1 2023Q1 20231
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Qsemble Capital Management, LP 110.52%0.52%0.52%Q4 2022Q4 20221
CreativeOne Wealth, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
BlueMar Capital Management, LLC 110.90%0.90%0.90%Q3 2020Q3 20201
Financiere des Professionnels - Fonds d,investissement inc. 110.26%0.26%0.26%Q3 2023Q3 20231
Alpine Global Management, LLC 110.06%0.06%0.06%Q2 2020Q2 20201
Powell Investment Advisors, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
MJP ASSOCIATES INC /ADV 110.08%0.08%0.08%Q3 2022Q3 20221
DARK FOREST CAPITAL MANAGEMENT LP 110.04%0.04%0.04%Q2 2021Q2 20211
Bridgeworth, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
Beaird Harris Wealth Management, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Susquehanna International Group Ltd. 110.48%0.48%0.48%Q3 2020Q3 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
COURIER CAPITAL LLC 110.03%0.03%0.03%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
Armor Investment Advisors, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
BRANDYWINE OAK PRIVATE WEALTH LLC 110.08%0.08%0.08%Q4 2019Q4 20191
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Blueprint Investment Partners LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Eisler Capital (UK) Ltd. 110.00%0.00%0.00%Q3 2022Q3 20221
Robinson Value Management, Ltd. 110.03%0.03%0.03%Q3 2021Q3 20211
Aurora Private Wealth, Inc. 110.12%0.12%0.12%Q4 2019Q4 20191
QV Investors Inc. 110.04%0.04%0.04%Q2 2020Q2 20201
CAPITAL MANAGEMENT ASSOCIATES /NY/ 110.70%0.70%0.70%Q3 2023Q3 20231
Orion Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Reynders McVeigh Capital Management, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Bernardo Wealth Planning LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Pictet Asset Management Holding SA 110.03%0.03%0.03%Q3 2023Q3 20231
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
RAMIUS ADVISORS LLC 110.01%0.01%0.01%Q4 2019Q4 20191
OAK FAMILY ADVISORS, LLC 112.25%2.25%2.25%Q2 2023Q2 20231
Abbrea Capital, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Eagle Ridge Investment Management 110.03%0.03%0.03%Q4 2019Q4 20191
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Next Level Private LLC 110.16%0.16%0.16%Q4 2022Q4 20221
Destination Wealth Management 110.01%0.01%0.01%Q4 2021Q4 20211
ABNER HERRMAN & BROCK LLC 111.72%1.72%1.72%Q4 2019Q4 20191
GoldenTree Asset Management 114.72%4.72%4.72%Q2 2023Q2 20231
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
FREEDOM WEALTH ALLIANCE, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ipswich Investment Management Co., Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
Jolley Asset Management, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
CAMDEN NATIONAL CORP 111.53%1.53%1.53%Q1 2021Q1 20211
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.09%0.09%0.09%Q4 2019Q4 20191
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Urban Wealth Management, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
LeJeune Puetz Investment Counsel LLC 110.06%0.06%0.06%Q4 2019Q4 20191
ONTARIO TEACHERS PENSION PLAN BOARD 110.00%0.00%0.00%Q3 2022Q3 20221
Grant Street Asset Management, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Buckingham Capital Management, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Kula Investments, LLC 110.21%0.21%0.21%Q4 2022Q4 20221
Pinnacle Wealth Advisors 110.61%0.61%0.61%Q2 2021Q2 20211
Madison Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DSC Advisors, L.P. 110.07%0.07%0.07%Q1 2022Q1 20221
Country Club Trust Company, n.a. 110.03%0.03%0.03%Q4 2021Q4 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Pinnacle Advisory Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Ackerman Capital Advisors, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
PDT Partners, LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Algebris (UK) Ltd 116.65%6.65%6.65%Q1 2023Q1 20231
Fiduciary Trust Co International of Pennsylvania 110.35%0.35%0.35%Q1 2020Q1 20201
Lion Street Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Minot Wealth Management LLC 110.52%0.52%0.52%Q4 2019Q4 20191
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Seelaus Asset Management LLC 110.94%0.94%0.94%Q4 2019Q4 20191
Argent Wealth Management LLC 110.05%0.05%0.05%Q4 2019Q4 20191
BALASA DINVERNO & FOLTZ LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Baltimore-Washington Financial Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Laurel Wealth Planning LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Charles Schwab Investment Advisory, Inc. 110.65%0.65%0.65%Q4 2019Q4 20191
Autumn Glory Partners, LLC 110.09%0.09%0.09%Q4 2021Q4 20211
Asset Allocation & Management Company, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Portside Wealth Group, LLC 110.24%0.24%0.24%Q2 2023Q2 20231
First National Bank of Hutchinson 110.10%0.10%0.10%Q4 2019Q4 20191
Maple Capital Management, Inc. 110.12%0.12%0.12%Q4 2019Q4 20191
A.R.T. Advisors, LLC 110.70%0.70%0.70%Q2 2020Q2 20201
FNY Investment Advisers, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Concorde Financial Corp 110.04%0.04%0.04%Q4 2021Q4 20211
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
FRONTIER INVESTMENT MGMT CO 110.02%0.02%0.02%Q4 2019Q4 20191
Zebra Capital Management LLC 110.26%0.26%0.26%Q4 2019Q4 20191
Truepoint, Inc. 110.07%0.07%0.07%Q2 2022Q2 20221
MCIA Inc 110.60%0.60%0.60%Q4 2022Q4 20221
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q4 2019Q4 20191
Great Diamond Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
XTX MARKETS LLC 112.86%2.86%2.86%Q4 2019Q4 20191
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Octavia Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Grace Capital 110.04%0.04%0.04%Q3 2020Q3 20201
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Brown Miller Wealth Management, LLC 110.14%0.14%0.14%Q1 2021Q1 20211
PFG Investments, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Redwood Investment Management, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Altshuler Shaham Ltd 110.00%0.00%0.00%Q1 2020Q1 20201
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
MinichMacGregor Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ROCKLAND TRUST CO 110.01%0.01%0.01%Q1 2022Q1 20221
Golden Green, Inc. 110.24%0.24%0.24%Q1 2023Q1 20231
Legacy Advisors, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Astrantus Ltd 110.78%0.78%0.78%Q1 2022Q1 20221
Venator Management LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Magnus Financial Group LLC 110.08%0.08%0.08%Q4 2019Q4 20191
25 LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Secure Asset Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Old Port Advisors 110.11%0.11%0.11%Q1 2021Q1 20211
CastleKnight Management LP 110.08%0.08%0.08%Q1 2023Q1 20231
ASSET PLANNING CORPORATION 110.03%0.03%0.03%Q4 2020Q4 20201
SageView Advisory Group, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Minerva Advisors LLC 110.26%0.26%0.26%Q4 2019Q4 20191
F/M Investments LLC 110.16%0.16%0.16%Q1 2021Q1 20211
Cito Capital Group, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
Arden Trust Co 110.04%0.04%0.04%Q1 2020Q1 20201
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 111.40%1.40%1.40%Q4 2019Q4 20191
HOURGLASS CAPITAL, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
44 WEALTH MANAGEMENT LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Machina Capital S.A.S. 110.57%0.57%0.57%Q2 2021Q2 20211
Alpha Financial Partners, LLC 110.35%0.35%0.35%Q1 2023Q1 20231
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
VeraBank, N.A. 110.10%0.10%0.10%Q4 2021Q4 20211
My Personal CFO, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
McCollum Christoferson Group LLC 111.69%1.69%1.69%Q4 2019Q4 20191
Squar Milner Financial Services LLC 110.00%0.00%0.00%Q4 2019Q4 20191
True Wealth Design, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
AXQ CAPITAL, LP 110.21%0.21%0.21%Q1 2023Q1 20231
Sunburst Financial Group, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
EMERALD MUTUAL FUND ADVISERS TRUST 110.04%0.04%0.04%Q1 2023Q1 20231
Cutler Capital Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Cox Capital Mgt LLC 110.03%0.03%0.03%Q1 2020Q1 20201
MIZUHO MARKETS AMERICAS LLC 110.51%0.51%0.51%Q4 2022Q4 20221
NinePointTwo Capital LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Cinctive Capital Management LP 110.83%0.83%0.83%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.15%0.15%0.15%Q1 2022Q1 20221
LEVIN CAPITAL STRATEGIES, L.P. 110.03%0.03%0.03%Q1 2023Q1 20231
LITTLE HOUSE CAPITAL LLC 110.44%0.44%0.44%Q4 2019Q4 20191
Jackson Wealth Management, LLC 110.50%0.50%0.50%Q1 2022Q1 20221
Tower View Wealth Management LLC 110.02%0.02%0.02%Q3 2021Q3 20211
INCEPTIONR LLC 110.11%0.11%0.11%Q4 2022Q4 20221
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WFA of San Diego, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Provident Wealth Management, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Gryphon Financial Partners LLC 110.05%0.05%0.05%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
OCCUDO QUANTITATIVE STRATEGIES LP 110.26%0.26%0.26%Q3 2022Q3 20221
Uncommon Cents Investing LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Winning Points Advisors, LLC 110.20%0.20%0.20%Q4 2019Q4 20191
CXI Advisors 110.03%0.03%0.03%Q4 2019Q4 20191
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 110.01%0.01%0.01%Q4 2019Q4 20191
Sunflower Bank, N.A. 110.04%0.04%0.04%Q1 2022Q1 20221
FSC Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Atlas Wealth Partners, LLC 111.41%1.41%1.41%Q4 2022Q4 20221
Claybrook Capital, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Centerstone Investors, LLC 113.44%3.44%3.44%Q4 2022Q4 20221
Insight Wealth Strategies, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Kinloch Capital, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Retirement Planning Co of New England, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Sara-Bay Financial 110.05%0.05%0.05%Q3 2020Q3 20201
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
PNC Managed Account Solutions, Inc. 110.12%0.12%0.12%Q2 2021Q2 20211
Parametrica Management Ltd 110.18%0.18%0.18%Q1 2022Q1 20221
GUARDIAN LIFE INSURANCE CO OF AMERICA 110.05%0.05%0.05%Q4 2019Q4 20191
Chesapeake Wealth Management 110.08%0.08%0.08%Q4 2019Q4 20191
Goodman Financial Corp 110.24%0.24%0.24%Q4 2020Q4 20201
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HOEY INVESTMENTS, INC 110.02%0.02%0.02%Q4 2019Q4 20191
Aaron Wealth Advisors LLC 110.04%0.04%0.04%Q1 2022Q1 20221
Wellspring Financial Advisors, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Rinkey Investments 110.00%0.00%0.00%Q4 2021Q4 20211
Grey Fox Wealth Advisors, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Richard C. Young & CO., LTD. 112.02%2.02%2.02%Q4 2019Q4 20191
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.04%0.04%0.04%Q4 2019Q4 20191
VisionPoint Advisory Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kingsbury Capital Investment Advisors LLC 110.32%0.32%0.32%Q1 2022Q1 20221
Elequin Capital, LP 110.01%0.01%0.01%Q4 2022Q4 20221
Spouting Rock Asset Management, LLC 110.19%0.19%0.19%Q1 2023Q1 20231
Cooper Financial Group 110.10%0.10%0.10%Q3 2023Q3 20231
ClariVest Asset Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Paradigm Financial Partners, LLC 110.67%0.67%0.67%Q4 2019Q4 20191
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vigilare Wealth Management 110.26%0.26%0.26%Q4 2019Q4 20191
Bluefin Trading, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
STRATEGIC CAPITAL ADVISERS, INC. 112.44%2.44%2.44%Q4 2019Q4 20191
TFG Advisers LLC 110.00%0.00%0.00%Q4 2019Q4 20191
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BLB&B Advisors, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Gallagher Benefit Services, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
SYMMETRY PEAK MANAGEMENT LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Joule Financial, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
CFO4Life, L.P. 110.05%0.05%0.05%Q4 2022Q4 20221
ALLSTATE INVESTMENT MANAGEMENT CO 110.05%0.05%0.05%Q4 2022Q4 20221
Ruggie Capital Group 110.98%0.98%0.98%Q3 2020Q3 20201
Eukles Asset Management 110.02%0.02%0.02%Q2 2021Q2 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Quantum Financial Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Danda Trouve Investment Management, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
CAXTON ASSOCIATES LP 110.04%0.04%0.04%Q1 2020Q1 20201
PRW Wealth Management LLC 110.81%0.81%0.81%Q2 2021Q2 20211
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
INSPIRION WEALTH ADVISORS, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
MARTIN CURRIE LTD 110.49%0.49%0.49%Q4 2019Q4 20191
Newfound Research LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Sageworth Trust Co 110.00%0.00%0.00%Q4 2020Q4 20201
Jupiter Investment Management Ltd 110.01%0.01%0.01%Q4 2019Q4 20191
Teamwork Financial Advisors, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
ELLINGTON MANAGEMENT GROUP LLC 110.11%0.11%0.11%Q1 2020Q1 20201
SWS Partners 110.76%0.76%0.76%Q1 2020Q1 20201
MRP Capital Investments, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
OAKBROOK INVESTMENTS LLC 110.18%0.18%0.18%Q4 2019Q4 20191
BRASADA CAPITAL MANAGEMENT, LP 110.13%0.13%0.13%Q4 2019Q4 20191
Lighthouse Financial Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
BEL AIR INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Seven Springs Wealth Group, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
ERN LLC 110.64%0.64%0.64%Q2 2022Q2 20221
MASTERS CAPITAL MANAGEMENT LLC 110.86%0.86%0.86%Q1 2023Q1 20231
Raab & Moskowitz Asset Management LLC 110.02%0.02%0.02%Q4 2019Q4 20191
CAPITAL ONE, NATIONAL ASSOCIATION 110.04%0.04%0.04%Q4 2019Q4 20191
Jackson, Grant Investment Advisers, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Garde Capital, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
BURNEY CO/ 110.01%0.01%0.01%Q4 2019Q4 20191
ASSET MANAGEMENT CORP /IL/ /ADV 110.57%0.57%0.57%Q4 2019Q4 20191
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
STONERIDGE INVESTMENT PARTNERS LLC 110.69%0.69%0.69%Q2 2023Q2 20231
Ironsides Asset Advisors, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Elmwood Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.02%0.02%0.02%Q4 2022Q4 20221
NumerixS Investment Technologies Inc 110.02%0.02%0.02%Q2 2020Q2 20201
BlueCrest Capital Management Ltd 110.06%0.06%0.06%Q2 2023Q2 20231
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.00%0.00%0.00%Q2 2021Q2 20211
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q4 2022Q4 20221
BAINCO INTERNATIONAL INVESTORS 111.34%1.34%1.34%Q4 2019Q4 20191
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Stewart Asset Management, LLC 110.28%0.28%0.28%Q4 2019Q4 20191
Cardinal Capital Management, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Archford Capital Strategies, LLC 110.40%0.40%0.40%Q4 2019Q4 20191
Sender Co & Partners, Inc. 110.44%0.44%0.44%Q2 2022Q2 20221
BRADLEY FOSTER & SARGENT INC/CT 110.01%0.01%0.01%Q1 2022Q1 20221
INVESTMENT PARTNERS, LTD. 110.06%0.06%0.06%Q3 2022Q3 20221
First Western Capital Management Co 114.18%4.18%4.18%Q4 2019Q4 20191
DONALDSON CAPITAL MANAGEMENT, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
CORRADO ADVISORS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Malaga Cove Capital, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
FIRST INTERSTATE BANK 110.03%0.03%0.03%Q1 2022Q1 20221
Private Portfolio Partners LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.14%0.14%0.14%Q4 2021Q4 20211
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AVAII WEALTH MANAGEMENT, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
9258 Wealth Management, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Signition LP 111.81%1.81%1.81%Q4 2019Q4 20191
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q4 2021Q4 20211
Highland Private Wealth Management 110.04%0.04%0.04%Q3 2022Q3 20221
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
ALERUS FINANCIAL NA 110.13%0.13%0.13%Q2 2020Q2 20201
Itau Unibanco Holding S.A. 110.01%0.01%0.01%Q1 2023Q1 20231
Carr Financial Group Corp 110.22%0.22%0.22%Q4 2022Q4 20221
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Steel Canyon Capital, LLC 111.28%1.28%1.28%Q2 2023Q2 20231
IMC-Chicago, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Personal Wealth Partners 110.00%0.00%0.00%Q4 2019Q4 20191
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.72%0.72%0.72%Q3 2023Q3 20231
Plancorp, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q1 2022Q1 20221
KDI CAPITAL PARTNERS LLC 114.12%4.12%4.12%Q4 2019Q4 20191
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
GM Advisory Group, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
North Reef Capital Management LP 114.22%4.22%4.22%Q3 2023Q3 20231
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Sand Hill Global Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Western Asset Management Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Scissortail Wealth Management, LLC 110.53%0.53%0.53%Q4 2022Q4 20221
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Allen Mooney & Barnes Investment Advisors LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Garda Capital Partners LP 110.06%0.06%0.06%Q1 2023Q1 20231
Junto Capital Management LP 111.23%1.23%1.23%Q3 2023Q3 20231
IRON Financial LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
WESPAC Advisors SoCal, LLC 111.28%1.28%1.28%Q4 2022Q4 20221
NEOS Investment Management LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Hoxton Planning & Management, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
ABEILLE ASSET MANAGEMENT SA 111.22%1.22%1.22%Q1 2022Q1 20221
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
GeoWealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
United Community Bank 110.03%0.03%0.03%Q3 2023Q3 20231
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Voleon Capital Management LP 110.68%0.68%0.68%Q4 2020Q4 20201
Inspire Investing, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Northwest Bank & Trust Co 110.64%0.64%0.64%Q2 2023Q2 20231
Cable Hill Partners, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MONUMENTAL FINANCIAL GROUP INC. 110.04%0.04%0.04%Q1 2023Q1 20231
Americana Partners, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
ROGCO, LP 110.15%0.15%0.15%Q3 2023Q3 20231
RiverFront Investment Group, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Koss-Olinger Consulting, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
PERSONAL CFO SOLUTIONS, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Optiver Holding B.V. 110.00%0.00%0.00%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
STRATEGY ASSET MANAGERS LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Olstein Capital Management, L.P. 110.55%0.55%0.55%Q4 2019Q4 20191
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
External links

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